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    News

    The Peter Zeihan Podcast Series

    Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you’ve come to the right place. Zeihan’s worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don’t forget to subscribe!

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    Copyright: © Zeihan on Geopolitics 2023

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    Latest Episodes:
    Reviving Water Transport in the United States || Peter Zeihan Oct 31, 2023
    Show notes

    The US is blessed with one of the most prolific water networks in the world, yet it operates at sub-optimal levels. You've all heard my thoughts on the Jones Act, so you can probably guess where the blame falls once again.Full Newsletter: https://mailchi.mp/968e36137ab1/reviving-water-transport-in-the-united-states

    Venezuelan Oil Sector: Biden Lifts Sanctions || Peter Zeihan Oct 30, 2023
    Show notes

    The Biden administration has suspended some sanctions on the Venezuelan oil industry thanks to Maduro's (ever-so) slight easing of political restrictions. While this may pump some air back into the lungs of the oil sector, it will take a lot more to get Venezuela back to significant levels. Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-sector-biden-lifts-sanctions

    Dollarizing Argentina: Run-Off Elections Between Massa and Milei || Peter Zeihan Oct 27, 2023
    Show notes

    Today, we're turning our attention to Argentina's upcoming run-off presidential election between current economic minister Sergio Massa and libertarian candidate Javier Milei. I'll be focusing on Milei's proposed dollarization program. Full Newsletter: https://mailchi.mp/zeihan/dollarizing-argentina

    Armenia - Azerbaijan War: Turkey and Iran at Risk || Peter Zeihan Oct 26, 2023
    Show notes

    After Azerbaijan's lightning assault on Nagorno-Karabakh caused ethnic Armenians to flee the region, there's potential that Azerbaijan will continue to invade Armenia proper. Full Newsletter: https://mailchi.mp/zeihan/armenia-azerbaijan-war-turkey-and-iran-at-risk

    The US Credit Rating, Budget Deficits and Debt || Peter Zeihan Oct 25, 2023
    Show notes

    We've all heard about the drop in the US credit rating, but what does it mean? Given the United States' size and global standing, the resulting impact on financing costs is nominal. Full Newsletter: https://mailchi.mp/zeihan/the-us-credit-rating-budget-deficits-and-debt

    Unifor Strikes: Issues with the Canadian Industrial System || Peter Zeihan Oct 24, 2023
    Show notes

    Unifor - a Candian public service union - has declared a strike on the St. Lawrence Seaway (a crucial maritime transport route). This has essentially cut off the direct delivery of seaborne goods from the Canadian interior and will disrupt the entire industrial base.

    Full Newsletter: https://mailchi.mp/zeihan/unifor-strikes-issues-with-the-canadian-industrial-system

    The Third Shale Revolution: Reshoring Manufacturing || Peter Zeihan Oct 23, 2023
    Show notes

    The third piece of the shale revolution is all about timing. As the world shifts from globalized supply chains to more localized and secure means of production, utilizing cheaper energy sources and products will be essential. Full Newsletter: https://mailchi.mp/zeihan/the-third-shale-revolution-reshoring-manufacturing

    Gaza and Israel: The Start of WWIII or an Isolated Conflict? || Peter Zeihan Oct 20, 2023
    Show notes

    We've all been following the events unfolding in Israel and Gaza, and questions of this triggering a larger conflict are starting to bubble up. To be blunt, this isn't the start of WWIII, but let me explain why. Full Newsletter: https://mailchi.mp/zeihan/gaza-and-israel-the-start-of-wwiii-or-an-isolated-conflict

    The Second Shale Revolution: Industrial Expansion || Peter Zeihan Oct 19, 2023
    Show notes

    So, how did the US use all that crude oil and natural gas produced during the first shale revolution? As the need for industrial expansion grew, so did the American refining industry's footprint. Full Newsletter: https://mailchi.mp/zeihan/the-second-shale-revolution-industrial-expansion

    The First Shale Revolution: Humble Beginnings || Peter Zeihan Oct 18, 2023
    Show notes

    With ExxonMobil's acquisition of Pioneer, it's time to kiss the days of mom-and-pop shale operations goodbye. But before we look at what's next, let's look at the shale journey over the last two decades. Full Newsletter: https://mailchi.mp/zeihan/the-first-shale-revolution-humble-beginnings

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