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 t...
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Winners and Losers of the Iran War: Ukraine and Russia || Peter Zeihan
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge.
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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.
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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.
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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.
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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.
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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 of the Iranian coastline...not something this coalition could achieve.
A Flawed Trade System in Europe || Peter Zeihan
European efforts to build trade systems that exclude the U.S. are inherently flawed.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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