The Peter Zeihan Podcast Series

As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-russia

Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2

Trump just kicked around invading and coercing some allies. Oh boy....Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin

When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1

A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam

That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid

Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-is-gas-so-expensive-in-california

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism

President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy

MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy Carter's "legacy".Join the Patreon here: https://www.patreon.com/PeterZeihan

I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/jimmy-carters-consequential-4-years

In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/playing-jenga-with-maritime-shipping

Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/artificial-intelligence-isnt-ready-for-mass-application

The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-could-unravel-global-maritime-shipping

There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria-for-benghazi

The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-chinese-cut-off-drone-exports

From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-singapore

Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government

With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israels-strategy-for-iranian-nukes

The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a regional power from outside will need to step in and help.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-syria-and-turkeys-role

Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in voting patterns.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-americans-didnt-vote-with-their-wallets

The most recent presidential election in Romania has been annulled, and surprise, surprise, it's because of the Russians.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/red-strings-in-romania

Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad regime means Syria's role as buffer and distraction has ended. So, what's next for Iran?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-iran-goes-defensive

The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-israels-opportunity

Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the history of Syria and the consequences that all this will have, specifically what this means for Russia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-russias-withdrawal

The Syrian rebel group Hayat Tahrir al-Sham has succeeded in toppling the Assad regime.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/toppling-assad-and-a-divided-syria

The Europeans are having a bit of a leadership crisis at the moment, and it's coming at an inopportune time...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-mar-a-lago-solve-the-leadership-vacuum-in-europe

The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with Volkswagen being our guinea pig).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-german-failure-volkswagen

South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last long...the parliament summarily overturned that decision – unanimously no less. So where does that leave the Koreans?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/korean-martial-law-starts-and-ends

Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that Tbilisi would be ending its bid to join the EU.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-the-russians-need-georgia-and-the-caucasus

This is a compilation of videos outlining what led Syria to Civil War...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/syria-breakdown-what-led-them-to-this

I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/tsmcs-semiconductor-production-in-the-usa

When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-im-worried-about-fentanyl-in-the-us

Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico

The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-1-china

The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen?Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/no-shale-for-europe

Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/when-the-missile-is-the-message

I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/viva-chihuahua

If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico

Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/british-agriculture-is-about-to-suck-even-more

The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War?Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct

Donald Trump's cabinet appointees are rolling in and let's just say they're not the A-team, but what did we expect?Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trumps-cabinet-picks-loyalty-over-experience

This is a sample of the news digest that Peter Zeihan starts his day with: https://mailchi.mp/zeihan/a-glimpse-into-our-daily-news-digest If you want to get the news digest sent to your inbox daily, join the Patreon here: https://www.patreon.com/PeterZeihan

The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips

Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough to ward off the mounting debt crisis?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis

PC or console? Yes, I'm talking about gaming preferences...and if you answered PC, then we all owe you a big thank you.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-gaming

Well, that didn't go the way I expected. Here's what happened...Join the Patreon here: https://www.patreon.com/PeterZeihan Link to graphics: https://mailchi.mp/zeihan/election-postmortem

China is facing a demographic crisis, but can immigration be used to counter it?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-immigration-solve-chinas-people-problem

I'm sure this isn't a shock, but a lot of folks have asked what I think of the incoming trump administrations cabinet nominations. Before I delve in Monday's video into the simple and forgiving world of American domestic politics, I think it would be best to review where this all began. In this special weekend edition we reach into the way-back machine and go back to New Year's 2021 when the world seemed so different, and so similar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/remember-when-taking-it-back-to-2021

The nature of naval warfare is evolving - with advancing drone tech leading the charge - but not all of the world's navies and regions will be impacted the same.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-future-of-naval-tech-war-on-the-seas