The Peter Zeihan Podcast Series

Don't miss out on the Live Q&A on Wednesday, Oct. 23rd. Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/zeihan-responds/ President Biden is making a trip out to Africa (since recording, this trip has been postponed due to national weather issues). No, he's not going on safari; he's looking to shake some babies and kiss some hands over in Angola. Full Newsletter: https://mailchi.mp/zeihan/president-biden-is-making-a-trip-to-angola

Don't miss out on the Live Q&A on Wednesday, Oct. 23rd. Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon We're hitting the backroads today and chatting about the small town of Spruce Pine, North Carolina. What this town lacks in population, it makes up in its (extremely important) quartz mines.Full Newsletter: https://mailchi.mp/zeihan/how-a-small-town-in-nc-could-disrupt-global-semiconductor-production

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan If you ever need to make an online dating profile, be sure to add "long walks on the beach discussing the economic challenges facing China" to the list...I promise you'll double the dates in no time. Full Newsletter: https://mailchi.mp/zeihan/the-downward-spiral-of-the-chinese-economy

Join the Patreon here: https://www.patreon.com/PeterZeihan Israeli defense systems are getting put through the ringer as of late, so let's talk through each of these systems, how they're doing, and what the US involvement looks like. Full Newsletter: https://mailchi.mp/zeihan/how-effective-are-the-israeli-defense-systems

Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/ I know everyone wants constant updates on the upcoming US election, and if you haven't figured this out by now, that's not really my shtick. However, I will offer a couple factors that could influence the outcome of this election. Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-what-do-hurricanes-and-political-factions-have-in-common

Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/ Reports coming out of South Korea indicate that North Korean troops could be deploying to Russia. These reports are unconfirmed, but the South Koreans aren't usually in the business of lying. So, what does this mean for the Ukraine War? Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-the-koreans-are-coming-to-the-ukraine-war

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan Following my video on Iran's attacks from the other day, I feel it necessary to explore the possibility of an Israeli strike on Iran's oil sector and the affect it would have on global markets. Full Newsletter: https://mailchi.mp/zeihan/impacts-of-an-israeli-strike-on-irans-oil-sector

Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/ Sanctions are not a new strategy to fight the Russians, but this round could be different... Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russian-sanctions-are-making-global-finance-spicy

Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/ Russia has attacked three civilian ships carrying grain in Ukraine's southwest maritime corridor. This marks Russia's first major attack on commercial shipping, and a significant escalation of this war. Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russia-strikes-three-commercial-ships

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan Back to the picket lines we go...this time with the longshoreman. Ports across the East and Gulf Coasts of the US will impacted by the strike, disrupting nearly two-thirds of the imports and exports by water. Full Newsletter: https://mailchi.mp/zeihan/longshoreman-on-strike-us-ports-get-shut-down

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan Mexico's newly elected president, Claudia Sheinbaum, is settling into her new digs. Despite her qualifications and experience, will her leadership actually look all that different from former President Andrés Manuel López Obrador (AMLO)? Full Newsletter: https://mailchi.mp/zeihan/if-you-think-mexicos-new-government-is-a-problem-wait-until-you-see-its-solutions

Join the Patreon here: https://www.patreon.com/PeterZeihan Our focus turns toward China today, specifically at the technological struggles facing the Chinese military and manufacturing industry. And yes, we're starting with the nuclear submarine that sank in port... Full Newsletter: https://mailchi.mp/zeihan/china-navy-nukes-tech-and-politics

If you're looking for your daily does of Peter Zeihan...you're not going to find here this week. You'll have to head over to Patreon in order to get early access to all the videos, newsletters and exclusive content. (or you can wait for it to be released a week later on YouTube) Click here to join Patreon: https://www.patreon.com/peterzeihan

Today, 9/30 is the last day before we officially launch the Patreon page! If you want to continue receiving timely videos and newsletters (as well as some exclusive extras) every weekday, then head on over and join the fun on Patreon. Join the Patreon here: https://www.patreon.com/PeterZeihan Russia has struggled to maintain a credible "red line" (referring to the point at which Putin will push the shiny red button) for quite a while now. Full Newsletter: https://mailchi.mp/zeihan/russia-threats-deterrence-and-the-war-of-numbers

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan Hurricane Helene is heading toward the Big Bend of Florida and was set to make landfall around midnight last night. As a Category 3 storm, Helene is poised to make quite the splash, so here's what to keep an eye on. Full Newsletter: https://mailchi.mp/zeihan/hurricane-helene-patreon-info

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihanThe US national debt is so high that it has exceeded 100% of GDP. We're talking over $35 trillion. Nice little chunk of change there. So, what led us to this point and how do we move forward?Full Newsletter: https://mailchi.mp/zeihan/will-the-national-debt-kill-the-us-economy-patreon-launch

Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other. This situation has intensified since Israel became a bit more sensitive to the Middle East’s normal methods of negotiations-via-explosions following the conflict in Gaza. Let's break this all down. Full Newsletter: https://mailchi.mp/zeihan/defanging-hezbollah

The Sinaloa Cartel, once the dominant organized crime group in Mexico, is turning on itself. This is just another notch along the downward spiral of the Sinaloa Cartel since the arrest of El Chapo years back. Full Newsletter: https://mailchi.mp/zeihan/the-civil-war-of-the-sinaloa-cartel

Ukraine has successfully attacked several major Russian ammunition depots, with explosions detectable hundreds of miles away. These strikes suggest Ukraine's war strategy is evolving... Full Newsletter: https://mailchi.mp/zeihan/new-ukrainian-weapons-hit-russia-where-it-hurts

Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on: Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits

If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah. Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition

The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like? Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia

The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like? Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain). Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors

Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems. Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy

German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany. Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again

Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late. Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media

Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out. Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i

Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine

Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next? Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends? Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports

Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it. Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat

If the green transition is ever going to work, it needs to happen everywhere. So, don't get your drawers in a bunch when you see green energy funds from the Inflation Reduction Act being invested in Red States. Full Newsletter: https://mailchi.mp/zeihan/why-should-red-states-get-greentech-investments

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets. Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana

*This video was recorded in May of 2024. If you've read my book "The End of the World Is Just the Beginning" then you're well aware of the US stepping away from the Global Order. But what does life look for other countries once that happens? Full Newsletter: https://mailchi.mp/zeihan/what-is-the-united-states-role-in-the-new-global-order

As a result of the power struggle between the two governments in Libya, roughly 70% oil production in the country has been shut down. This could significantly impact global oil supplies and is a glimpse at the instability within Libya. Full Newsletter: https://mailchi.mp/zeihan/libyan-oil-gets-shut-down-over-government-duel

The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges, but only managed to start some fires (as of now). This lackluster attack isn't the scariest thing, but it does highlight the growing dangers of commercial shipping in the region. Full Newsletter: https://mailchi.mp/zeihan/the-houthis-are-still-attacking-ships-in-the-red-sea

Sure, the Cubans and the Americans have some history, but who doesn't? If both sides can let that water pass under the bridge, what will Cuba's role in the North American system look like moving forward? *This video was recorded during my backpacking trip through Yosemite in the end of July. Full Newsletter: https://mailchi.mp/zeihan/should-cuba-integrate-with-north-america

There are lots of moving parts in the Ukraine War right now, so let's do a little recap of everything that's going on. There are four big ones... Full Newsletter: https://mailchi.mp/zeihan/a-new-war-in-ukraine

*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia seemingly enjoy having their fingers in the African pie, but what are they doing there? And should we be worried? Full Newsletter: https://mailchi.mp/zeihan/what-are-china-and-russia-doing-in-africa

Ukraine has made a significant push into Russian territory, capturing roughly 1,000 square kilometers within the Kursk province. The Ukrainians also destroyed a handful of bridges that will hinder Russia's logistical support for Belgorod and complicate Russian reinforcement efforts. Full Newsletter: https://mailchi.mp/zeihan/ukraine-pushes-into-russia-yet-nukes-didnt-fly

We're going to group therapy today, and on the docket for discussion is what makes Americans so difficult to understand? Not in a weird accent kind of way, but in a "why are we the way that we are" kind of way. *This video was recorded during my backpacking trip through Yosemite in the end of July. Full Newsletter: https://mailchi.mp/zeihan/lifes-greatest-mystery-understanding-americans

*This video was recorded during my backpacking trip through Yosemite in the end of July. The Baltic states - Estonia, Latvia and Lithuania - are taking one step closer to the Europeans with their upcoming electrical system swap. This switch from Russian to European electrical standards marks a significant shift for these nations. Full Newsletter: https://mailchi.mp/zeihan/the-baltics-ditch-russia-for-european-integration

*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy and its fleet of carriers (and super-carriers) haven't had much of a challenge on the seas since WWII. But of all things, it might be some low-tech jet ski bombs that change the way the world's navies operate. Full Newsletter: https://mailchi.mp/zeihan/could-jet-ski-bombs-change-the-way-navies-operate

*This video was recorded during my backpacking trip through Yosemite in the end of July. Unless you want to start buying your guacamole in dime bags, the US better start looking for some new avocado "dealers". Yes, we're talking about the cartels’ involvement in the avocado supply chains in Mexico. Full Newsletter: https://mailchi.mp/zeihan/the-mexican-cartels-are-double-dipping-in-the-guacamole

*This video was recorded during my backpacking trip through Yosemite in the end of July. How would you feel if you had a beautiful view of the coastline, but could only ever get out by the beach once per week? Well, now that employers can mandate a six-day work week in Greece, many are faced with that exact problem. Full Newsletter: https://mailchi.mp/zeihan/can-the-six-day-work-week-save-greece

Myanmar doesn't often catch my attention, but with the ongoing civil war, I figured it was time to throw it into the mix. After years of civil unrest, is there a clear path to stability? Full Newsletter: https://mailchi.mp/zeihan/myanmars-bleak-future-civil-war-and-ethnic-strife

There's no shortage of news coming out of the Middle East, but today we're going to look at the rising tensions between Israel and Iran and Iranian proxy Hezbollah. Full Newsletter: https://mailchi.mp/zeihan/tensions-rise-in-the-middle-east-but-dont-expect-war

The situation in Bangladesh has worsened, forcing the Prime Minister to flee the country. Let's recap what led us to this point and look at what the future might hold for Bangladesh and India. Full Newsletter: https://mailchi.mp/zeihan/protests-cause-a-mass-exodus-of-bangladesh

It's time that we discuss the situation at the US - Mexico border. What's going on and how is it all going to shake out? Full Newsletter: https://mailchi.mp/zeihan/us-border-crossings-is-mexico-the-solution