The Peter Zeihan Podcast Series

I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that's not the cause of the impending global depression...the tariffs are just accelerating the timeline.

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Space debris recently struck China's Tiangong space station. Given the congested nature of the ~350km altitude band, this collision is a warning of what might come to low Earth orbit (LEO).

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The US and South Korea have struck a deal for the US to help build nuclear-powered submarines for the Koreans. The US has kept this technology close to the chest for a long time, with the access list now a whopping two countries long: Australia and South Korea.

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Both the Ukrainians and the Russians will hate this plan.

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Doubling the US industrial capacity requires 50% more electricity...already a high barrier to entry. If we want to throw in some new data centers, add another 25-50% on top of that. No small feat.

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The world we've known and loved is going away, which means the US will have to pull itself up by its bootstraps and get to work...because there is a massive defense buildout and reindustrialization looming on the horizon.

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The US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else?

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Despite New Mexico's hot air balloon festival and dramatic landscapes, there's not much else going for the state. They rank low on economic and social indicators, they have an arid climate, they're navigating complex racial and tribal dynamics...needless to say, they could use a win.

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Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been dipping into the US or EU aid...this dates back long before all that started flowing in.

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Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in size to the US Wasp-class.

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Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus.

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Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases?

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We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off?

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The AI race has been all the rage, but what if we were racing ourselves straight into regression?

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ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution.

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The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen.

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For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot going for it.

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We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML’s new High-NA EUV lithography machines.

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The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss!

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Staging a meaningful protest requires several things, and a large young population is one of the key components. So, what happens when there aren't enough young people left?

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President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders...

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It appears that US military strikes against the Venezuelan government are imminent. Let's take a look at what passes for a military in Venezuela.

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I’m thrilled to share that my first novel, and fifth book overall, is officially in the works! Acceptable Range is coming in early 2027, and you can join the interest list below now!

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From Peter Zeihan, New York Times bestselling author of The End of the World Is Just the Beginning, comes his first work of fiction: a high-stakes geopolitical thriller that spans continents and tests the limits of power, trust, technology, and national survival.

A striking fusion of real-world insight and pulse-pounding suspense, Acceptable Ra...

The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop.

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The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in importance.

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We've all heard the saying "the enemy of my enemy is my friend," but I'm not sure if that applies to South Korea and Japan forming an alliance against China.

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To be thorough in our discussion of China's demographic collapse, we must explore as many potential solutions as possible...even if one of those is a UAE-style model of imported workers (aka slavery).

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We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline?

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Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor and starved of foreign investment.

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The Trump administration is sending the USS Ford, America’s most powerful supercarrier, to the waters off Venezuela...

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After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's largest oil firms.

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The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political foundations of the countries. So, let's look at the mounting instability threatening Pakistan's internal cohesion.

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Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed that this move would have some adverse effects, like reviving the Colombian cocaine trade.

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The US just committed roughly $20 billion in a currency-swap with Argentina. That's a whole lot of pesos. So, why did the US extend this lifeline, and will it save Argentina from itself?

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Let's first establish that Qatar is not building a new base in the US. They are funding an expansion of an existing US facility used to train F-15 pilots. And second, Qatar isn't interested in those Idaho potatoes, they're looking for something a bit more nuanced.

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The Trump administration's campaign against alleged Venezuelan drug smuggling is raising some eyebrows. Let's unpack the War Powers Act and how it applies to this.

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There has been plenty of public frustration over Trump's policies and actions, but that doesn't necessarily translate to political momentum.

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Since the beginning of the war in Ukraine, the US has been trying to figure out the appropriate level of involvement. Tomahawk Missiles would be quite the game-changer for this cyclical conversation.

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US military intervention in Venezuela keeps getting floated around, but I'm not sure people fully comprehend how UGLY this would be.

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It looks like the peace deal between Israel, Gaza, Hamas, and other Arab States is holding (so far). The fighting has stopped, refugees are returning, and Trump deserves all the praise he's getting right now.

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