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...
Should China Invade Siberia? || Peter Zeihan
While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize Siberia?
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Life After Trump: President JD Vance || Peter Zeihan
Anytime we have a sitting US president that has exceeded the average lifespan, it’s a warranted endeavor to explore what happens after...they bite the dust. So, how would President Vance hold up?
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Would You Like Some Plutonium with That? || Peter Zeihan
The US needs to massively expand its ability to generate electricity. A possible solution? Mixed-oxide nuclear fuel.
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Full Newsletter: https://bit.ly/3KGvCL6
A Dark Future for American Agriculture || Peter Zeihan
Next up on Trump's chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs, US agriculture is entering a crisis of its own.
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Full Newsletter: https://bit.ly/46V2Xt4
A Break for Ukraine || Peter Zeihan
President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.
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Full Newsletter: https://bit.ly/4oqtplN
A Rare Sign of Life in Congress || Peter Zeihan
It looks like there's finally a sign of life coming from the Senate chambers. After years of ceding power to the executive branch, a handful of Senators seem to have finally taken a stand.
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Full Newsletter: https://bit.ly/4gRsWWW
America’s Generals Gathered for...That? || Peter Zeihan
It appears Trump and Hegseth have been getting the Led out, because the song 'Ramble On' pretty much summarizes how their speeches went the other day.
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And You Thought the Jones Act Was Dumb... || Peter Zeihan
If you tasked me with creating a list of the greatest threats to America, I'm not sure cabinets, name-brand drugs, and semi-trucks would be on there...but the President disagrees.
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Full Newsletter: https://bit.ly/3KBe3Mm
Testing NATO (Trump and Europe Prepare for the Worst) || Peter Zeihan
Putin just took things one step too far. After sending Russian drones and jets into NATO countries' airspace (and denying responsibility of course), President Trump has said to shoot them down; several European leaders from NATO and the EU are standing by.
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Full Newsletter: https://bit.ly/4pRHOZE
Say Goodbye to the World's Trade Routes || Peter Zeihan
At this critical decade, how will the globes trade routes fare? And which routes will fracture first?
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What Does a Post US NATO Look Like? || Peter Zeihan
As the US steps back from NATO, which country is best suited to take the seat at the head of the table?
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Full Newsletter: https://mailchi.mp/zeihan/what-does-a-post-us-nato-look-like
The Most Violent Chapter of Israel and Palestine || Peter Zeihan
This topic is going to piss off everyone, regardless of where you stand. So, while you watch today's video, take comfort in the fact that everyone will be offended. Now, onto Israel and Palestine’s ongoing conflict.
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Full Newsletter: https://mailchi.mp/zeihan/the-most-violent-chapter-of-israel-and-palestine
Immigration and Tariff Policies Stunt US Economy || Peter Zeihan
The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there).
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Full Newsletter: https://mailchi.mp/zeihan/immigration-and-tariff-policies-stunt-us-economy
Saudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan
Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you’re not the only one thinking, “Hmmm, why would two countries with mismatched security concerns enter into a defense pact?”
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Full Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-pakistan-sign-a-mutual-defense-treaty
The Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan
I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is it finally happening?
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Full Newsletter: https://mailchi.mp/zeihan/the-pressure-is-dialing-up-on-russias-oil-network
Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan
Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.
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Full Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock
The Swiss Are Screwed || Peter Zeihan
The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...
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Full Newsletter: https://mailchi.mp/zeihan/the-swiss-are-screwed
Ukraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan
Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.
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Full Newsletter: https://mailchi.mp/zeihan/ukraine-and-everyone-else-develops-glide-bombs
Everybody Wants to Bomb Qatar || Peter Zeihan
Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.
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Full Newsletter: https://mailchi.mp/zeihan/everybody-wants-to-bomb-qatar
The Federal Reserve's Dilemma || Peter Zeihan
The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.
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Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserves-dilemma
Why Trump's Stance on Canada Makes Sense || Peter Zeihan
The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem.
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Full Newsletter: https://mailchi.mp/zeihan/why-trumps-stance-on-canada-makes-sense
Syria and the Return of the March || Peter Zeihan
Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it.
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Full Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march
Ukraine Hammers Russian Oil Infrastructure || Peter Zeihan
The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But what changes enabled this to occur?
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Full Newsletter: https://mailchi.mp/zeihan/ukraine-hammers-russian-oil-infrastructure
While I Was Gone, Part 4: US Security || Peter Zeihan
To wrap up this short series on things that went down while I was away, we'll be looking at some alarming developments in US security.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-4-us-security
While I Was Gone, Part 3: Economic Status || Peter Zeihan
Today, we'll be turning our attention towards the economic moves that the Trump admin made while I was away.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-3-economic-status
While I Was Gone, Part 2: US Health || Peter Zeihan
RFK Jr. was busy while I was away...
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-2-us-health
While I Was Gone, Part 1: Trade Policy Updates || Peter Zeihan
A US federal appeals court has ruled that most of Trump's tariffs are illegal since the president needs congressional authority to declare trade emergencies or impose tariffs.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-1-trade-policy-updates
Should the UAE Invest in a Tech Sector? || Peter Zeihan
The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers.
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Full Newsletter: https://mailchi.mp/zeihan/should-the-uae-invest-in-a-tech-sector
The Automation of War Drags On || Peter Zeihan
As we look out onto the battlefields of the wars of tomorrow, will we see humanoid robots and AI-driven autonomous weapons...
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Full Newsletter: https://mailchi.mp/zeihan/the-automation-of-war-drags-on
Avoiding the Middle-Income Trap || Peter Zeihan
There's a point in many nations' timelines where the per capita income stalls. This is known as the middle-income trap...
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Full Newsletter: https://mailchi.mp/zeihan/avoiding-the-middle-income-trap
Automation of US Agriculture || Peter Zeihan
It's not a stretch to say that US agriculture is one of the most automated industries out there...
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Full Newsletter: https://mailchi.mp/zeihan/automation-of-us-agriculture
Can China Break Through the First Island Chain? || Peter Zeihan
I often hear rumblings of China's naval power, but one of the many reasons I pay no mind is the first island chain...
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Full Newsletter: https://mailchi.mp/zeihan/can-china-break-through-the-first-island-chain
George Jetson Would Be Disappointed with Autonomous Vehicles || Peter Zeihan
I hate to be the bearer of bad news, but it doesn't look like we’re all going to have personal Waymos anytime soon. There are four major hurdles.
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Full Newsletter: https://mailchi.mp/zeihan/george-jetson-would-be-disappointed-with-autonomous-vehicles
Will the Drought in Iran Cause Political Change? || Peter Zeihan
The drought in Iran is worsening, but this isn't going to spur radical and immediate political change. Let's unpack it.
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Full Newsletter: https://mailchi.mp/zeihan/will-the-drought-in-iran-cause-political-change
Smokey Bear's Best Friend: fire.airnow.gov || Peter Zeihan
We're talking about every hiker’s worst nightmare. No, not the feeling of slipping into wet boots that didn't dry out overnight. We're talking about smoke!
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Full Newsletter: https://mailchi.mp/zeihan/smokey-bears-best-friend
Ukraine Strikes Russia's Druzhba Oil Pipeline || Peter Zeihan
The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow.
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Full Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russias-druzhba-oil-pipeline
A Peace Deal for Azerbaijan and Armenia? || Peter Zeihan
Since the collapse of the Soviet Union, Armenia and Azerbaijan have been in conflict. But the tides are shifting in favor of Azerbaijan, thanks to several things.
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Full Newsletter: https://mailchi.mp/zeihan/a-peace-deal-for-azerbaijan-and-armenia
American and Indian Relations Sour || Peter Zeihan
The global rise of right-wing populist governments has complicated the relationships between many of the dominant countries and leaders. The latest is America and India.
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Full Newsletter: https://mailchi.mp/zeihan/american-and-indian-relations-sour
Russian Evolutions in the Ukraine War || Peter Zeihan
We're beginning to see a notable shift in the Russians war strategy in Ukraine. Those large-scale meat assaults are being swapped for small infantry advances and widespread air strikes via drones and missiles to overwhelm Ukrainian air defenses.
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Full Newsletter: https://mailchi.mp/zeihan/russian-evolutions-in-the-ukraine-war
The Alaska Summit: Putin and Trump Talk War || Peter Zeihan
Putin and Trump are planning to meet in Alaska in the coming days. Trump's plan is to emphasize Russia's losses in Ukraine (economically, strategically, and militarily), in hopes that Putin will pull back from the war in Ukraine.
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Full Newsletter: https://mailchi.mp/zeihan/the-alaska-summit-putin-and-trump-talk-war
