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
Armenian Election Signals It's Done with Russia || Peter Zeihan
Armenia has long depended on Russia for just about everything, from energy to security, and even broader economic integration. However, the weekend election results in Armenia reflect a rejection of pro-Russian politics and a desire to find a new path forward. This was likely to happen anyway, as Moscow has its hands full with everything else going on, but the big question remains: who can fill R
A Massive Energy Break Coming Soon || Peter Zeihan
We're slipping closer and closer to a major oil supply crunch. With the Persian Gulf still shut in, global inventories almost depleted, and threats to other oil supplies, the world doesn't have enough oil to keep things running for much longer.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dQAJoa
Ukrainian Strikes Disrupt the Russian Economic Summit || Peter Zeihan
Just as Russia was kicking off its version of the Davos summit, Ukraine crashed the party with some long-range drone strikes on Saint Petersburg. Join the Patreon here: https://www.patreon.com/PeterZeihan
Insulating the President with Loyalists || Peter Zeihan
It looks like we have a new acting Director of National Intelligence, Bill Pulte. You may know his name as he's both a housing executive and the current head of the Federal Housing Finance Agency. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The Future of Drone Tech: Naval Launch Platforms || Peter Zeihan
Naval drone warfare is nothing new, but the Ukrainians are now finding ways to spice up the Sea Babies and MAGURA drones.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4g482W9
The Future of Drone Tech: Mid-Range Drones || Peter Zeihan
The battlefield of the Ukraine War continues to be transformed by drone innovations. The latest is the (affordable and scalable) modification of existing drones to travel farther and independently identify and strike moving targets.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4umWzEX
The Future of Drone Tech: Long-Range Strikes || Peter Zeihan
Ukraine has ramped up its long-range drone program, allowing it to strike targets up to 1,800 kilometers away. So, what does this mean for Russia and its oil?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4uTg5d5
The Future of Drone Tech: Israel's Iron Dome || Peter Zeihan
.Fiber-optic-controlled first-person drones are the star of the conflict between Israel and Hezbollah. As Hezbollah deploys more of these drones, holes in Israel's Iron Dome defense network are beginning to appear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4o0YhdC
Should Alberta Secede from Canada? || Peter Zeihan
Enough signatures have been gathered to force an independence referendum and vote in Alberta. Just a reminder that secession is legally possible in Canada following a successful referendum. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4uzWuhT
Magyar Tries to Rebuild the Visegrád Group || Peter Zeihan
Hungary's new Prime Minister, Peter Magyar, made his first foreign trip to Poland. This trip is not a reflection of ideological unity, but rather a rebuilding of regional cooperation within the Visegrád Group.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dAVQLc
Ebola Outbreak and Delayed Detection by the U.S. || Peter Zeihan
At least 50 are dead due to a new Ebola outbreak in Central Africa, and the U.S. was the last to hear about it. This is a glaring example of the breakdown in the U.S. public health and monitoring system.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4v4YvCs
Can Iran Control Internet Cables in the Gulf? || Peter Zeihan
We've previously discussed the vulnerabilities of global internet infrastructure, but today we'll focus on subsea data cables in the Persian Gulf.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4tVi9jB
Civita di Bagnoregio: A Microcosm of Italy || Peter Zeihan
Civita is living proof that places facing decline can adapt and overcome by drawing on their unique identity. This hilltop town-turned-tourist destination is a microcosm of Italy itself. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The U.S. Gets a Taste of Corruption || Peter Zeihan
Trump is no stranger to helping out his cronies, but this new settlement that creates a $1.8 billion fund to compensate conservatives allegedly targeted by past Justice Department actions is a bit on the nose, even for him.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43ka5xL
The U.S. Gets a Taste of Corruption || Peter Zeihan
There were some recent tests in the Philippines involving the Japanese Type-88 anti-ship missile system and the U.S. Typhon launcher. These truck-mounted systems can move throughout the islands, rather than relying on fixed bases.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43hKnKe
Latvia's Political Flux Caused by Drones || Peter Zeihan
Latvia's government is in flux following the firing of the defense minister, his party leaving the coalition, and the prime minister resigning. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/42DU3yH
Cuba Faces a Humanitarian Crisis || Peter Zeihan
Collapsing fuel supplies have left Cuba with a severe energy and humanitarian crisis. While a single Russian fuel shipment bought them some time, with the lack of Venezuelan oil imports and the U.S. Navy restricting access, things aren't looking good.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4tJpbI1
Is Now a Good Time for China to Invade Taiwan? || Peter Zeihan
With the U.S. distracted (and depleted) by the Iran War, should China seize this opportunity to invade Taiwan?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4uLwQ9x
Using U.S. Energy as Leverage || Peter Zeihan
Trade relations between the U.S. and Europe are on the fritz. The latest in all the noise is the suggestion that the U.S. could restrict LNG exports to the EU if trade negotiations break down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Impacts on the U.S. Power Grid from the Iran War || Peter Zeihan
The U.S. is relatively insulated from the conflict in Iran and the closure of the Strait of Hormuz, since it's a net exporter of nearly every major energy source. Most other countries aren't so lucky...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3PtkG6d
Iran Diplomacy Has Yet to Begin || Peter Zeihan
The administration’s centralized and personalized approach to foreign relations has collapsed U.S. diplomacy across multiple fronts, including stalled Iran talks, poor relations with allies, and uncertainty ahead of future negotiations with China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/432Ubrs
So You Want to Break Iran... || Peter Zeihan
The blockade of the Strait of Hormuz has forced Iran to get creative with its oil storage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dfET7q
Will the Swiss Cap Their Population? || Peter Zeihan
On June 14, Switzerland will vote on a referendum to cap its population at 10 million. Current projections don't put the Swiss population crossing that number until 2035 or 2040.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:https://bit.ly/4np12EY
This Ain't Your Father's Tanker War || Peter Zeihan
No, the U.S. can’t escort tankers in the Persian Gulf today as it did during the 1980s Tanker War. Back in the 80s, the U.S. swooped into a regional conflict where attacks on shipping were limited, and the Strait remained open.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49xcDvU
Welcome to Captain Phillips' Nightmare || Peter Zeihan
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ut7lcV
Why U.S. Deployments in Germany Matter || Peter Zeihan
Relations between the U.S. and Germany are quickly deteriorating. German Chancellor Merz has criticized the U.S. for lacking a coherent negotiation strategy. President Trump responded by floating the idea of reducing U.S. troop deployments in Germany. It's one big mess.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3P7uYZw
Markets Flash Back to the Past || Peter Zeihan
Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
El Jardinero Gets Trimmed by Mexican Authorities || Peter Zeihan
Mexican authorities have arrested Audias Flores Silva (aka El Jardinero...not the scariest nickname I've heard), a senior figure in the Jalisco New Generation Cartel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cJfPa6
Russia Tucks Tail in Mali || Peter Zeihan
The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4t6erDe
Japanese Weapons Are Open for Export || Peter Zeihan
Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval manufacturing and drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The Iran War Approaches a Tipping Point || Peter Zeihan
The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eL93Sj
Underwater Drones and the Future of Naval Warfare || Peter Zeihan
Drones have been all the rage in the Ukraine War, and they will continue to be one of the primary topics of warfare in the near future, but do underwater drones have any place in this conversation? Note: This video was recorded last year during one of Peter's backpacking trips. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cIBvlr
America's Leg Up on Petrochemicals || Peter Zeihan
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million barrels/day shortage is taking a toll. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sQt6Cg
The Return of Kremlin Terrorism || Peter Zeihan
During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in Ukraine suggest a return to old habits could well be happening. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48K69JS
Italy Gives Trump the Cold Shoulder || Peter Zeihan
Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is the Italians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cH3gLa
California’s Coming Energy Crisis || Peter Zeihan
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Iran War Winners and Losers: North American Energy || Peter Zeihan
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/489rNHd
Guam and the Practical Impact of Climate Change || Peter Zeihan
I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dXN5LP
A New Era in Hungary: Orbán Gets the Boot || Peter Zeihan
A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter Magyar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sAQK5z
Bring On the Jet Fuel Shortages || Peter Zeihan
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cbWE8C
MAGA – Breaking Up Is Hard || Peter Zeihan
When Marjorie Taylor Greene, Tucker Carlson, and Alex Jones all turn on Trump on the same day...it's worth looking into. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/424e5Ss
China Tries to Build Sand Bases, Again || Peter Zeihan
China is out building sand castles again in the South China Sea, and I bet you can guess how it's going to end.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ekeF5W
The Blockade of Iran Begins || Peter Zeihan
The blockade of Iran has officially begun. The first day was a bit slow, but this remains a monumental move by the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sH96SF
The Energy Crisis: Downstream Impacts || Peter Zeihan
The global energy crisis has moved from theoretical to very real. As the last shipments sent before the war begin to arrive, we are now hitting a turning point in the energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sodi9N
Trump Goes on a Firing Spree || Peter Zeihan
Just because Trump is finally purging some of his administration doesn't mean that the problems are going away. The core issue still exists: Trump prioritizes loyalty and praise over competency and experience. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4bWT41Z
The End of the WTO || Peter Zeihan
A cornerstone of modern globalization, the World Trade Organization (WTO), is collapsing. Following the Cold War, the post-WWII system needed a legal system to enforce trade rules, so the WTO was born. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4vaKeoS
How to End American Power || Peter Zeihan
Trump's latest statement telling countries to secure their own oil dismantles the very fabric of the global order. We'd be stepping away from the post-WWII system where the U.S. provided security for everyone, so economic growth could be the priority. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c4puXe
So You Want to Take Iran's Oil… || Peter Zeihan
Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground invasion to actually control Iranian production. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dtlF05
Russia Draws American Blood in Iran || Peter Zeihan
Iran was able to successfully strike Prince Sultan Air Base, which is a U.S. base in Saudi Arabia. And guess who supplied Iran with the targeting data necessary to carry out the strike? The Russians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lZB2PS
Can the British Reopen the Strait of Hormuz? || Peter Zeihan
The British-led effort to reopen the Strait of Hormuz by forming a coalition without U.S. involvement is just unrealistic. Most countries lack the naval power to do this, and even if the coalition could assemble the ships needed, countering Iran's drones and missiles would be extremely difficult. Protecting shipping and reopening the strait would require naval escorts and control of vast stretches
A Flawed Trade System in Europe || Peter Zeihan
European efforts to build trade systems that exclude the U.S. are inherently flawed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/413Yzpe
The Strait of Hormuz Remains Open...For Iran || Peter Zeihan
Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40XWUl6
U.S. Ground Troops Coming to Iran || Peter Zeihan
The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be looped in. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40RY3L0
The Death of the First-Time Home Buyer || Peter Zeihan
Buying your first home is one of those major milestones that your parents and grandparents probably didn't even think twice about. Now, that milestone is slipping further out of reach for the average American.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dPbkeK
Ukraine Strikes Hit Baltic Export Facilities || Peter Zeihan
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c4bHRw
How to Break Iran || Peter Zeihan
If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sB6eYq
Aluminum Shortages Coming Soon || Peter Zeihan
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4byhxKT
As Fertilizer Falls, Famine Will Follow || Peter Zeihan
Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer production disruptions in the Persian Gulf.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3NEtJk2
Marines, Uranium, and a Symbolic Win? || Peter Zeihan
Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with ground operations is just too risky.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/477h7IL
Trump Gets Introduced to Section 301 || Peter Zeihan
The Supreme Court ruled Trump's tariffs were illegal, forcing the administration to do things...the right way. Welcome to Section 301 investigations. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lCaOCU
The U.S. and Mexico Kick Off NAFTA Talks || Peter Zeihan
The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4seVsGP
Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan
Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The U.S. Dollar: Short vs. Long Term || Peter Zeihan
Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading? Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:
The Shield of the Americas || Peter Zeihan
Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sMNEfD
Sweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan
Sweden has seized its first shadow fleet vessel. They even went after a bulk carrier rather than a tanker. As more countries join in on the crackdown on Russia's shadow fleet, the dominoes are beginning to fall.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The U.S. Helps India and Russia Helps Iran || Peter Zeihan
There have been two major developments involving India, Russia, and the Iran war being conflated. These are two separate issues altogether. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Iraq, Oil, and a Break for Chevron || Peter Zeihan
We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bhti75
Why Would Europe Trust France with ALL the Nukes? || Peter Zeihan
Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in the United States' security guarantees. But there are major obstacles in the way.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cDYaB4
The U.S. LUCAS Rivals Iran's Shahed || Peter Zeihan
The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4s2SVzJ
Iceland and Norway Ponder EU Membership || Peter Zeihan
As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47yhWu4
Belgium Seizes Shadow Fleet Vessel || Peter Zeihan
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40EeUk9
Panama Boots China from the Canal || Peter Zeihan
Panama has taken control of the port facilities previously run by a Chinese company after the courts ruled the original contracts were secured through bribes. This move reaffirms U.S.–Panama relations, as a U.S. ally is now operating the ports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3P7ck3B
Strike Targeting Problems in Ukraine || Peter Zeihan
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aHoV6c
Buying Time With Drugs || Peter Zeihan
I hate to say it, but we still haven't located the fountain of youth. Unfortunately, that means there's no current medical breakthrough that will meaningfully reverse the global demographic problem.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qQOcPZ
China's Alleged Nuclear Test || Peter Zeihan
The Trump administration has accused China of conducting a small nuclear test in 2020. The claim is that a seismic event was detected in Western China around that time. A lot is going on here, so let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3ZLIYKv
U.S. Boots on the Ground in Nigeria || Peter Zeihan
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MCfFqM
Ukraine Goes on the Offensive || Peter Zeihan
Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aOeVH6
The Ukraine War, Drones, and Starlink || Peter Zeihan
Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting Starlink terminals to drones.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kLNxhC
Finding Rare Earths in Japanese Mud || Peter Zeihan
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46MOb8z
Cuba Is Running Out of Time || Peter Zeihan
Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kG7MNG
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