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...
The Highs and Lows of Burgum's Energy Strategy || Peter Zeihan

We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare
Join the Patreon here: https://www.patreon.com/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Full Newsletter: https://mailchi.mp/zeihan/burgums-energy-strategy
Elon Musk's America Party || Peter Zeihan

We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare
Join the Patreon here: https://www.patreon.com/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Full Newsletter: https://mailchi.mp/zeihan/elon-musks-america-party
Tariff Day Is Here, Again! || Peter Zeihan

We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare
Join the Patreon here: https://www.patreon.com/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Full Newsletter: https://mailchi.mp/zeihan/tariff-day-is-here-again
Tariffs Hit Brazil + Live Q&A Announcement || Peter Zeihan

We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare
Join the Patreon here: https://www.patreon.com/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Over the past 6 months, we've seen Trump use tariffs for everything under the sun. But the Brazilians just got hit with a 50% tariff for an unorthodox reason…because their former president is being prosecuted.
Full Newsletter: https://mailchi.mp/zeih...
Stop Worrying About the BRICS Alliance || Peter Zeihan

The BRICS alliance is like a clown at a five-year-old's birthday party...terrifying when your five, but just kind of weird and sad for all the adults. And if you're still scared of the BRICS alliance, I hate to break it to you, but you might be the five-year-old in this analogy.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/stop-worrying-about-the-brics-alliance
Here's Why Inflation Isn't a Solution || Peter Zeihan

Would inflation be good for the US? Sure, it could erode some of the federal debt, but if that's the best we can come up with...yikes.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/heres-why-inflation-isnt-a-solution
"Made in China" Becomes "Made in Vietnam" || Peter Zeihan

Vietnam has been clawing its way up the American import leaderboard. With Trump's July 9 tariff decision-day quickly approaching, let's look at why Vietnam is next in line to China.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/made-in-china-becomes-made-in-vietnam
Why Do the Democrats Keep Losing Ground? || Peter Zeihan

The future of the Democratic Party in the US isn't looking too bright. When strategy and targeting don't change for over half a century, I suppose that's what they get.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/why-do-the-democrats-keep-losing-ground
Xi Purges Chinese Military of Corruption…Kinda || Peter Zeihan

Xi Jinping's ongoing anti-corruption campaign has just found and purged its eighth CMC member, General Miao.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/xi-purges-chinese-military-of-corruptionkinda
Rebuilding the American Industrial Base, Rare Earths Edition || Peter Zeihan

American reindustrialization was always going to be painful process, but there were several ways to soften that blow; the biggest of which was our trade relationship with China. At least, it was.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/rebuilding-the-american-industrial-base-rare-earths-edition
The Art of Trump’s Trade Deal || Peter Zeihan

Robert Lighthizer, the former US Trade Representative during Trump's first term, declined to return for a second term? But why?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-art-of-trumps-trade-deal
Finally, a Productive NATO Summit || Peter Zeihan

I don't know what was in the water at the latest NATO summit, but something got Trump to be cooperative. Perhaps it had something to do with Mark Rutte greasing his wheels.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/finally-a-productive-nato-summit
The Revolution in Military Affairs: Ditching Artillery || Peter Zeihan

Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-ditching-artillery
The Revolution in Military Affairs: USS Nimitz || Peter Zeihan

This video was recorded back in April of this year, hence the snow. The Nimitz is making its final voyage (with a recent detour to the Middle East), before it's set to be decommissioned and replaced by the more advanced Ford-class carriers.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-uss-nimitz
The US Strikes Iran's Nuclear Facilities || Peter Zeihan

Over the weekend, the US launched a major airstrike on Iran, targeting critical nuclear sites. We don't know the extent of the damage as of yet.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-us-strikes-irans-nuclear-facilities
The Revolution in Military Affairs: Naval Advances || Peter Zeihan

Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-naval-advances
The Revolution in Military Affairs: Europe's Future || Peter Zeihan

Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the future of Europe's military strategy look like?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-europes-future
Israel’s Uncertain Endgame in Iran || Peter Zeihan

Israel and Iran are still in the thick of an air war, which is really their only option given the several countries between them. But are things going to ramp up here soon? Is nuclear war coming? Will the US get involved?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/israels-uncertain-endgame-in-iran
The Revolution in Military Affairs: Weapons Sales || Peter Zeihan

Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do so?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-weapons-sales
What is Israel's Victory Condition in Iran? || Peter Zeihan

Israel and Iran are still going at it, but things have not significantly escalated. Here's a breakdown of the situation and what could come next.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/what-is-israels-victory-condition-in-iran
Oil Markets Aren't Worried About Iran || Peter Zeihan

With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out though, we don't live in the same world we did a few decades ago.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/oil-markets-arent-worried-about-iran
Israel Launches Attack on Iranian Nuclear Sites || Peter Zeihan

Israel has launched a significant military campaign against Iran, primarily targeting nuclear facilities. Let's break down the targets, impacts, and what's coming.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/israel-launches-attack-on-iranian-nuclear-sites
Watch This Number for Recession Indicators || Peter Zeihan

Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could be coming.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Link to the tracker: https://fred.stlouisfed.org/series/ICNSA
Full Newsletter: https://mailchi.mp/zeihan/watch-this-number-for-recession-indicators
Trump Calls in the Marines for California's Protests || Peter Zeihan

Anyone remember that 2011 movie called Battle Los Angeles? It's beginning to look a lot like that again, just with a different kind of aliens this time.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trump-calls-in-the-marines-for-californias-protests
The Revolution in Military Affairs: Series Intro || Peter Zeihan

Today, we're launching into our new series on the future of military affairs. Before we get into what is coming, let's first discuss what past revolutions in warfare have looked like.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-series-intro
Musk Pulls the Carpet Out from Under DOGE || Peter Zeihan

The leader of DOGE (aka Elon Musk) has fallen from grace with President Trump and the rest of the agency is crumbling behind him. So, where does this leave the Department of Governmental Efficiency?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/musk-pulls-the-carpet-out-from-under-doge
Trouble in MAGA Paradise || Peter Zeihan

America's “favorite” couple is breaking up...and doing so very publicly. I guess there just wasn't enough room for two egotistical divas in the relationship.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trouble-in-maga-paradise
Should the US Military Invade Mexico? || Peter Zeihan

With rising violence in Mexico, is it time that the US military steps in? To quote Michael Scott, "No God please no!"
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/should-the-us-military-invade-mexico
The Demographic Crisis in Russia || Peter Zeihan

The Russian demographic crisis is worsening. So, let's look at the long-term structural, social, and economic problems, as well as some of the more recent changes hurting the Russian population.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-demographic-crisis-in-russia
Finally, Some Clarity on US-China Relations || Peter Zeihan

It's a bird, it's a plane, it's...some long-awaited clarity on US-China relations. Here are the two major developments that we're tracking and what they mean moving forward.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/finally-some-clarity-on-us-china-relations
What's Up with the Middle East: Saudi Oil Slips || Peter Zeihan

Oil has been the secret sauce for the Middle East for ages, but that's beginning to change.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-saudi-oil-slips
Ukraine Strikes Russian Strategic Bombers || Peter Zeihan

Ukraine just did more to enhance American national security than any country since 1945. Here's what went down...
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russian-strategic-bombers
Coping Mechanisms 101: The "TACO" Trade || Peter Zeihan

I won't ramble on about Trump's chaotic trade policy because you're all aware of that. However, there are some interesting updates to share.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/coping-mechanisms-101-the-taco-trade
What's Up with the Middle East: Syrian Dysfunction || Peter Zeihan

Next up in the Middle East series is Syria. They're enjoying a calm period right now, but the new President, Ahmed al-Sharaa, is walking on eggshells to avoid the deep-rooted problems that have plagued Syria for ages.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-syrian-dysfunction
What's Up with the Middle East: Turkish Dominance || Peter Zeihan

We're moving onto the region’s most dominant country - Turkey. Sitting at the crossroads of Europe, the Middle East, and the Caucasus, Turkey's military, economy, and political identity have all been shaped by this unique identity.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-turkish-dominance
What's Up In the Middle East: Israel's Future || Peter Zeihan

We're kicking off a short new series on the Middle East. Of course, we must begin with the country on everyone's mind - Israel.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/whats-up-in-the-middle-east-israels-future
The Future of Tourism: Part 2 || Peter Zeihan

We're continuing our discussion on the future of tourism with a few new regions. Today we'll be looking at some at-risk European countries, an unstable Middle East, and an uneven Southeast Asia.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-2
The Future of Tourism: Part 1 || Peter Zeihan

If you've followed me for a while, you'll know that I take my travel very seriously. Unfortunately, it seems that my work keeps crawling its way into my personal life, because deglobalization is changing tourism as we know it.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-1
America’s Processing Crisis: Racing China's Decline || Peter Zeihan

One of the biggest challenges to US reindustrialization isn't the raw materials, it's the lack of processing infrastructure to convert those raw materials into intermediate products. Let's break it down.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/americas-processing-crisis-racing-chinas-decline
The Future of Piracy (ARRRGH!) || Peter Zeihan

As the US withdraws from its position as global protector of the seas, will the age of pirates return once more? Okay, maybe Blackbeard won't be making a comeback, but piracy will have a role in the future of trade.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-piracy-arrrgh