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...
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/PeterZeihan
Full 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/PeterZeihan
Full 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/PeterZeihan
Full 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/PeterZeihan
Full Newsletter: https://bit.ly/4qQOcPZ
The U.S. Inches Towards Iran Conflict || Peter Zeihan
U.S. strikes against Iran appear imminent, with two aircraft carriers being positioned in the Persian Gulf. Trump has presented Iran with negotiation terms that would effectively end Iran's status as a regional power, so it's no surprise that negotiations have stalled.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4qX5dIu
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/PeterZeihan
Full 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/PeterZeihan
Full 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/PeterZeihan
Full 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/PeterZeihan
Full 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
I've Got This Bridge to Sell You… || Peter Zeihan
The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3Zzf1gs
India Takes on the Shadow Fleet || Bonus Episode
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the bandwagon, marking the end of the shadow fleet.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The U.S. Navy Goes Down Under || Peter Zeihan
The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3MknGjZ
Japan Sees the Writing on the Wall || Peter Zeihan
Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and practically total control of the government for the next few years.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3O0pf7c
Japan's Debt Crisis Is Just the Beginning || Peter Zeihan
Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and counting planned bond issuance as income. But Japan isn't the only country facing debt issues.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/46FFeOd
Trump Announces $12B Rare Earth Stockpile || Peter Zeihan
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4rALnTR
The End of Nuclear Arms Control || Peter Zeihan
The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4aeIJfH
The Two-Speed EU of the Future || Peter Zeihan
The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4bCclWO
Is Venezuela Ready to Move On? || Peter Zeihan
Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3Zg90Fh
The Real Winners After a Chinese Collapse || Peter Zeihan
First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/49WMsQ4
India: Overhyped or Global Player || Peter Zeihan
Is India overhyped or genuinely important moving forward? Well, you could make a case for both.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4a3K4Y1
Electronic Warfare Innovations and Exports || Peter Zeihan
Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3Z7bTIt
What's Wrong with the EU-India Trade Deal?
The EU and India have struck a trade deal, but it’s not the breakthrough it's being made out to be. Just because you sign a trade deal doesn't mean that integration magically appears.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/45FjmCm
Purging China's Central Military Commission || Peter Zeihan
Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China's institutions are hollow.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The End of the Shadow Fleet? – French Edition
France has seized a shadow fleet tanker suspected of carrying sanctioned oil under a false flag and has taken it to Marseille. Should this ship be formally impounded, the entirety of the shadow fleet would fall.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4q1N5fQ
U.S. Trade Talks with the UK || Peter Zeihan
We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels, not full agreements, and nothing has been ratified. However, the Mother Country is the main exception to this lack of trade talks.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/46ewiz4
France Hits the Demographic Point of No Return || Peter Zeihan
The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into demographic decline, so let's see what the future has in store.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4kazl19
Canada's China Option || Peter Zeihan
Canada’s prime minister, Mark Carney, recently visited Beijing. This trip sparked rumors that Canada was ditching the US and buddying up with China instead.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/49MDVhg
Rolling Back Regulations in the U.S. || Peter Zeihan
Trump’s pledge to roll back regulations isn’t inherently bad, but the way he’s going about it is problematic in just about every way.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/49MDVhg
The Semiconductor Tariff Nightmare || Peter Zeihan
A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4b7HKA4
Lessons From Japan's Demographic Collapse || Peter Zeihan
Japan has been dealing with long-term population decline for decades, and the latest report on births per woman dropping to 1.15 confirms that. However, there are some lessons we could all learn from Japan.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3LNkAEC
Latin American Militaries Can't Stop the U.S. || Peter Zeihan
Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4pJxG3Y
The End of U.S. Military Deployments? || Peter Zeihan
Just because the US intervened in Venezuela doesn't mean that America will be abandoning its global military posture.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3LCDa2m
Venezuela's End: Peter Goes Squirrel Killin' || Peter Zeihan
Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good old-fashioned squirrel killin'.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/49nAK0M
Why on Earth Would We Take Greenland? || Peter Zeihan
Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades has given the United States anything it has asked for.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4qjIw1J
Colombia Avoids War with the US || Peter Zeihan
Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo Petro.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4qQRuDc
Venezuela’s End: Was a Deal Struck? || Peter Zeihan
There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put that one to rest.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3LC3Ujq
Venezuela Offers Trump an Oil Bribe || Peter Zeihan
Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade, because this is an overt political bribe.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3Lwn8a2
