The Peter Zeihan Podcast Series
Geopolitical strategist Peter Zeihan explores how geography, demographics, and energy shape global politics and economics. He offers insights into market trends and geopolitical risks, helping listeners understand the forces driving tomorrow's headlines. The podcast delivers forward-looking analysis in accessible episodes for a broad audience.
Episodes
China Gets a New Base in Southeast Asia || Peter Zeihan
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4du6i
The End of Black Sea Shipping || Peter Zeihan
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4du6iUk
What Happens When India's Water Runs Out? || Peter Zeihan
While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hGM643
Defending the Homefront from Cheap Drones || Peter Zeihan
It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of worms. Join the Patreon here: https://www.patreon.com/PeterZeihan
How Diesel Could Shape the Ukraine War || Peter Zeihan
A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places like Kazakhstan, Belarus, and India to supplement its fuel supplies. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/47FFZXC
What’s Next for Iraq? || Peter Zeihan
U.S. troops have withdrawn from Iraq, putting an end to American military presence that began following 9/11. So, what's next for Iraq? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Will Putin Join the Miami G20 Summit? || Peter Zeihan
The Trump administration has extended an invitation to Putin to attend the G20 summit in Miami. There are several things to watch for, so let's break it down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3U1mhCA
Ukraine Finally Pushes the Frontline Back || Peter Zeihan
Ukraine's new memory drones are beginning to reshape battlefield tactics. For the first time in this war, we're seeing the frontline consistently move in the other direction. Join the Patreon here: https://www.patreon.com/PeterZeihan
SpaceX Deploys 26 Satellites with New Starship || Peter Zeihan
SpaceX has completed its first (mostly) successful Starship test. The ship was able to reach orbit, deploy 26 Starlink satellites, and return home. And while there were some hiccups (engine failure on launch and reentry, as well as a crash landing) along the way, this was a step in the right direction. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hf
What Happens When Fossil Water Runs Out? Part 1 || Peter Zeihan
Fossil water is ancient water trapped in deep aquifers that take millennia to recharge, rather than the standard seasonal rainfall recharge. So, once you use it...it's gone. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Tthee0
Building Out the Power Grid: Large Power Transformers || Peter Zeihan
There are three major obstacles to expanding the U.S. electrical grid: generation capacity, permitting, and large power transformers (LPTs). Let's focus on LPTs today. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hNoqL6
How To Ban Diesel Exports || Peter Zeihan
A ban on American crude or diesel exports isn't going to improve energy security; if anything, it will reduce domestic production. The problem lies in geography.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4yaixxq
U.S. Sanctions on Iran Take a New Approach || Peter Zeihan
The U.S. has just announced that it will remove any company or country caught servicing Iranian-owned aircraft from the U.S. dollar system. But these sanctions don't target the IRGC or regime; instead, they impact everyday Iranians in the hope of stirring up a rebellion against the regime. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4d10OQA
The AI Race: U.S. vs. China || Peter Zeihan
The AI race is in full swing. China is chasing digital sovereignty, but there's a glaring hole in that plan...it doesn't have the advanced manufacturing capabilities to achieve it. Here's the real kicker: nobody does. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/46FmVbK
The Diesel Shortage Hits America || Peter Zeihan
With Ukrainian attacks limiting Russian refining capacity and the Persian Gulf conflict restricting exports through Hormuz and the Red Sea, a diesel shortage is imminent. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4ybp1Mr
The Venezuela Oil Deal Is Just the Start || Peter Zeihan
The recent series of U.S.-Venezuela oil deals is not quite as significant as it was made out to be. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfb6PL
My Two Cents on the AI Debate || Peter Zeihan
Hear me out...everyone has been yelling about AI the past few days, and the reality is that everyone is probably right, but it probably doesn't really matter anyways. Let me explain. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4rqwO6K
The Geography of… Bear Attacks || Peter Zeihan
Everyone is always so worked up about bear attacks while I'm out backpacking. The problem is that people are referencing the rise in bear attacks in Japan, as if it's the same here in the U.S. The reality is that unless you come across a grizzly without your bear spray, you'll probably be just fine. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
China's Hold on Congolese Cobalt || Peter Zeihan
Cobalt is critical for modern batteries, but with over half of global production coming from the Democratic Republic of Congo, it represents one of the great geopolitical vulnerabilities. China controls most of the Cobalt mining in the Congo through coercive labor systems, so if China's system continues on its current path...Cobalt production will crash. Filling China's shoes in Congo is no easy
Prize Courts Revived for Iran Seizures || Peter Zeihan
The U.S. military has been seizing Iranian shadow fleet vessels at the instruction of the Trump administration. But until now, they couldn't do anything with that seized cargo. Fear not, the prize court system is here to save the day. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yD865t
How to Work Together Like Early Rome || Peter Zeihan
As the global order breaks apart, countries and communities that can incorporate the learnings from early Rome can weather the storm much better than others. We're talking about integrating economies, infrastructure, and security. Join the Patreon here: https://www.patreon.com/PeterZeihan
Can AI-Driven Robots Save Japan? || Peter Zeihan
Japan has long been a pioneer in methodologies and technologies to save society from a demographic crisis. Japan's next endeavour is developing AI-powered robots for industrial, agricultural, healthcare, and logistics applications.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/472ikQR
What Is Zelensky's Political Future? || Peter Zeihan
Volodymyr Zelensky’s historical legacy is still being written. Sure, he's remained highly popular as a wartime leader and would likely be reelected if elections were held tomorrow. But a lot of his legacy depends upon the outcome of the Ukraine War.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4j2z1D2
The Democrats Are Screwed, Too || Peter Zeihan
We discussed the problems with the Republicans; now let's move on to the Democrats. They've got a different set of problems, but make no mistake, they are just as screwed.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4Ab7tRZ
What Does Life After Donald Trump Look Like? || Peter Zeihan
Trump has adopted a leadership style similar to that of Xi Jinping and Vladimir Putin. That means power is solely concentrated around him, and the party ideology and institutional foundation have been weakened. Without Trump, the Republican Party has no life force. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfJppF
Does the Trump Administration Know What's Going On? || Peter Zeihan
On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials view things through a narrow lens corresponding to their background, such as business or academia. So, that's the baseline here.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3UuDIvr
Back to the Glory Days of the Spice Trade || Peter Zeihan
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice, Genoa, Pisa, and Amalfi. So, what can we learn from the glory days of the spice trade?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dnPf63
Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan
Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the U.S. build reserves, but it's a classic case of giving the man a fish vs. teaching him how to fish.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4xOUjZt
Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan
If China and Russia are so buddy-buddy now, why don't they build pipelines across Siberia to bypass the Persian Gulf? There are more issues than I can cover in this video, but here are a couple...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3SuRttr
Ukraine Is Shooting Fish in a Barrel || Peter Zeihan
Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship identities, transponder data, routes, and ports from these companies, Ukraine can strike unidentified vessels with a high degree of confidence.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cs4P09
The End of U.S. Strategic Petroleum Reserve || Peter Zeihan
The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million barrels were never used for its intended purpose.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4AbUQGC
Global Shipping Comes Under Attack || Peter Zeihan
While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
China’s Real Estate System Is Failing || Peter Zeihan
You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Evergrande's former chairman, and it tells you everything you need to know about China's failing real estate system.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c8Jhpi
Russia Is Struggling to Defend Its Own Capital || Peter Zeihan
A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including refineries and key infrastructure, vulnerable to Ukrainian attacks.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cJ7y5m
Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan
Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3UYvZ8M
Relocate or Move On from the Middle East || Peter Zeihan
Following the dumpster fire that was the Iran war, the U.S. is contemplating how and where to redeploy forces to the Middle East.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/45MUx7b
Israel and Turkey Call Dibs on Syria || Peter Zeihan
It's always something in the Middle East...and today, it's Syria. Israel and Turkey are competing over what comes next for this country.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gmboT4
The U.S. Chooses Favorites: North Korea over South Korea || Peter Zeihan
I'm not sure how crossed your wires have to be to side with North Korea over South Korea, but that's exactly what Trump did over the weekend. So, what will this mean for the future of U.S. and South Korean relations?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c5fXzX
The Collapse of the World's Strategic Straits - Part 2 || Peter Zeihan
Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4gF7t58
Ukraine's Flamingos Crush Russia's Space Program || Peter Zeihan
Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2 rockets, as well as electronics and precision testing.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4wz0xuY
The Collapse of the World's Strategic Straits || Peter Zeihan
The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zpkuaf
Moving Beyond the Patriot Missile || Peter Zeihan
The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn't want Ukraine to do it better.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qtxJD0
A Post-American Alliance for the Middle East || Peter Zeihan
Pakistan, Turkey, and Saudi Arabia are entertaining a NATO-style mutual defense pact. While this alliance might not be practical at this moment, it's a much different conversation in the long run. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fXxzA1
The Shadow Fleet Is Sinking || Peter Zeihan
The first of Russia and Iran's aging shadow fleet is sinking. The tanker is carrying ~1 million barrels of crude bound for India, but that oil is already leaking into the water off the Omani coast. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fSbqTM
Russia Loses Its Foothold in Syria || Peter Zeihan
Russia's strongest military foothold and gateway in the Middle East is now gone. Russia has agreed to end its presence at the Latakia airport and Tartous port, as it hands over the reins to Syria's transitional government. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UrpKKp
Is This the End of U.S. Biofuels? || Peter Zeihan
The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, with roughly half the corn crop now tied to biofuels. So, the case for diverting large amounts of U.S. corn into fuel production is now becoming less clear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4
Global Energy Stressors: Can Anybody Help || Peter Zeihan
Are there any countries that might be able to ease the global energy stress?Saudi Arabia might be able to ramp up output, but Houthi attacks could take that away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newslette
Can Shale Save the World || Peter Zeihan
The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3SiKJhV
Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan
As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cobyIi
Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan
Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pZs9bb
Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan
Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4h7NBIA
The Limits of China's Military Reach || Peter Zeihan
Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand its Navy to the point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Leaving the World Behind: Obama vs. Trump || Peter Zeihan
The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top.Join the Patreon here: https://www.patreon.com/PeterZeihan
Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan
So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used to transit daily. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The U.S. Can't Break the (Arctic) Ice || Peter Zeihan
Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fZ0H9V
South Africa's Immigration Problem || Peter Zeihan
While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3TIHlx7
Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan
Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine's glaring issues with resource allocation. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Houthis Declare Open Season on Saudi Arabia || Peter Zeihan
The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yxVNbc
Ukraine Closes the Sea of Azov || Peter Zeihan
Ukrainian drone attacks have effectively shut down Russia's use of the Sea of Azov, which is a critical export route for southern Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fxdyih
Chinese Marriage Data Confirms Demographic Crisis || Peter Zeihan
Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and what the 6% decline from last year means. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wKx3L6
The Demographics of Central Europe || Peter Zeihan
Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bRUF8y
Russian Sleeper Cells Don't Scare Me || Peter Zeihan
The idea of sleeper agents being embedded in the U.S. is largely unrealistic. In contrast, the far more realistic threats that should concern you are short-term operatives carrying out intelligence-gathering or financial activities.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:https://bit.ly/4pyvttA
Why Space and Data Centers Don't Go Together || Peter Zeihan
We've all seen the headlines lately talking about the proposed data centers across the U.S. While nobody wants these things in their backyard, putting them in space isn't going to solve our problems.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fd7yuR
Defending Against Rising Sea Levels || Peter Zeihan
As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with more coastal exposure.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fAh3ph
How to Solve the Cocaine Problem || Peter Zeihan
It would appear that my suggestion for everyone to stop doing cocaine hasn't solved the problem, so let's look at some of the solutions others have proposed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Td4mIj
The Future of Drone Tech: Naval Strategies || Peter Zeihan
Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aWOSOO
South Korea Goes All-In on Drones || Peter Zeihan
The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eSAVnt
Lessons in Presidential Failures: Obama vs. Trump || Peter Zeihan
The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/44jpeAc
A Canadian Pipe(line) Dream || Peter Zeihan
The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4p9kQNL
The U.S. and Ukraine Make a Drone Deal || Peter Zeihan
The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4glafgg
Korean Exports Skyrocket Thanks to AI || Peter Zeihan
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oW3cg4
Status Update on the Persian Gulf || Peter Zeihan
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fh62ZO
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
U.S. Oil Export Restrictions Coming Soon || Peter ZeihanIf global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/44DVFsY
Say Goodbye to Kazakhstan Oil || Peter Zeihan
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4wdAytr
Russia Gets Knocked Off Its Horse || Peter Zeihan
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4v1arVE
Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can't reach the peninsula.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43SYNkt
Nukes for All! (But Finland First) || Peter Zeihan
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4afjB9q
The End of NATO || Peter Zeihan
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably, super carriers, carrier aviation, extra fighter jets, aerial refueling, airlift capacity, air defense, and precision munitions. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The Reality of the Global Energy Situation || Peter Zeihan
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop. Join the Patreon here: https://www.patreon.com/PeterZeihan
The Future of Drone Tech: Russian Scale || Peter Zeihan
While Ukraine has dominated drone innovation, Russia's been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have also been incrementally improving their drone tech. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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