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...
Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan
Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine's glaring issues with resource allocation.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter:
Houthis Declare Open Season on Saudi Arabia || Peter Zeihan
The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4yxVNbc
Ukraine Closes the Sea of Azov || Peter Zeihan
Ukrainian drone attacks have effectively shut down Russia's use of the Sea of Azov, which is a critical export route for southern Russia.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4fxdyih
Chinese Marriage Data Confirms Demographic Crisis || Peter Zeihan
Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and what the 6% decline from last year means.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4wKx3L6
The Demographics of Central Europe || Peter Zeihan
Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4bRUF8y
Russian Sleeper Cells Don't Scare Me || Peter Zeihan
The idea of sleeper agents being embedded in the U.S. is largely unrealistic. In contrast, the far more realistic threats that should concern you are short-term operatives carrying out intelligence-gathering or financial activities.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter:https://bit.ly/4pyvttA
Why Space and Data Centers Don't Go Together || Peter Zeihan
We've all seen the headlines lately talking about the proposed data centers across the U.S. While nobody wants these things in their backyard, putting them in space isn't going to solve our problems.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4fd7yuR
Defending Against Rising Sea Levels || Peter Zeihan
As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with more coastal exposure.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4fAh3ph
How to Solve the Cocaine Problem || Peter Zeihan
It would appear that my suggestion for everyone to stop doing cocaine hasn't solved the problem, so let's look at some of the solutions others have proposed.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3Td4mIj
The Future of Drone Tech: Naval Strategies || Peter Zeihan
Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets. Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4aWOSOO
South Korea Goes All-In on Drones || Peter Zeihan
The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4eSAVnt
Lessons in Presidential Failures: Obama vs. Trump || Peter Zeihan
The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/44jpeAc
A Canadian Pipe(line) Dream || Peter Zeihan
The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4p9kQNL
The U.S. and Ukraine Make a Drone Deal || Peter Zeihan
The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4glafgg
Korean Exports Skyrocket Thanks to AI || Peter Zeihan
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4oW3cg4
Status Update on the Persian Gulf || Peter Zeihan
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4fh62ZO
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/44DVFsY
Say Goodbye to Kazakhstan Oil || Peter Zeihan
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4wdAytr
Russia Gets Knocked Off Its Horse || Peter Zeihan
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4v1arVE
Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can't reach the peninsula.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/43SYNkt
Nukes for All! (But Finland First) || Peter Zeihan
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing...
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4afjB9q
The End of NATO || Peter Zeihan
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably, super carriers, carrier aviation, extra fighter jets, aerial refueling, airlift capacity, air defense, and precision munitions.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter:
The Reality of the Global Energy Situation || Peter Zeihan
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The Future of Drone Tech: Russian Scale || Peter Zeihan
While Ukraine has dominated drone innovation, Russia's been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have also been incrementally improving their drone tech.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter:
France and Germany's Fighter Jet Program (FCAS) Is Dead || Peter Zeihan
The joint French and German Future Combat Air System (FCAS), a next-generation fighter jet project, has collapsed. Between conflicting national priorities and countless disagreements, the two countries opted to abandon the project.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Will Ukraine Make a Play on Crimea? || Peter Zeihan
Crimea has become one of the most important fronts in the war in Ukraine. Both the Russians and Ukrainians see Crimea as strategically essential, and neither side is willing to let it go.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4vbW95d
The Long Awaited "Iran Deal" || Peter Zeihan
The White House has shared the full tax of the long awaited Iran Deal. It's a doozy.
Join the Patreon here: https://www.patreon.com/PeterZeihan
DHS Gets Funding... A Lot of Funding || Peter Zeihan
ICE and DHS just got approved for a new funding package that expands resources for immigration enforcement and border security. My primary concern is the economic impact of this new funding, rather than the politics of it all.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4xomte2
Screwworm Outbreak
The return of the New World screwworm is threatening the U.S. cattle industry, especially in Texas. Typically, this would have been detected early on by agricultural monitoring and disease-detection programs, but those are now gone due to cuts made by the Trump Administration. Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4vDUcyr
China No Longer Controls North Korea || Peter Zeihan
To simply call North Korea a Chinese puppet state doesn't capture the complexity of that relationship. To fully understand it, we must look back at three generations of the Kim dynasty, the current partnerships with other powers, and Kim Jong Un's aspirations.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3PQgjTd
The Future of Drone Tech: Hybrid Drones || Peter Zeihan
A new drone has appeared on the scene in the Ukraine War. This hybrid drone blends the precision and control of FPV quadcopters with the range and payload of fixed-wing drones.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4xgXPMq
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/PeterZeihan
Full Newsletter: https://bit.ly/4dQAJoa
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 Russia's shoes? Not many Armenians will like the answer...
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/PeterZeihan
Full 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/PeterZeihan
Full Newsletter: https://bit.ly/4umWzEX
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
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/PeterZeihan
Full 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
