The Peter Zeihan Podcast Series

Everyone grab your favorite road trip snack and pick out some good tunes, because today we're talking about the increasingly important I-35 corridor. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-one-road-propping-up-us-mexico-trade

The future for most of the BRIC countries is not - as Rihanna so eloquently put it - "shining bright like a diamond." Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/which-brics-member-will-survive

Some new advancements in AI and geology have revealed a massive lithium deposit in Arkansas's Smackover Formation (great name by the way). While this is good news, we still have a lot of work to do before this lithium sees the light of day.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/counting-lithium-chickens-before-they-hatch

Many of you have asked who my favorite US President is, so I figured I would do a video covering that. And we don't have to go too far back, just to number 41 - George H.W. Bush.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/my-favorite-us-president-of-all-time-is

As the election approaches, the topic of illegal immigration is getting as much airtime as Brittney Spears did in the early 2000s. And I hate to burst your bubble, but all those undocumented immigrants are probably doing more good than harm.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/undocumented-immigrants-impact-on-us-labor-and-economy

I've said it before and I'll say it again, the US dollar ain't going nowhere. There's simply no other currency with the volume or liquidity to fill the shoes of the dollar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-a-brics-currency-replace-the-us-dollar

We're busting out the trusty ole crystal ball today, and looking at the two US regions most poised to succeed in the coming decades. I'm guessing it has something to do with the BBQ they're eating, so yes, we're talking about Texas and North Carolina.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 Full Newsletter: https://mailchi.mp/zeihan/us-regions-of-the-future-texas-north-carolina

Israel has had a lot of eyes on it lately and many are starting to wonder what the future looks like for this small and arid country. Let's break this down through the lens of deglobalization.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

Join the Patreon here: https://www.patreon.com/PeterZeihan Listen, I debated even entertaining an election video for today, but since this question was so good, I just had to record one. Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

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: https://www.patreon.com/PeterZeihan Now that we've had a bit more time to see what happened in Israel's latest attack on Iran, let's dive a bit deeper. Israel struck military facilities like missile storage and production sites, but avoided nuclear and oil infrastructure. Full Newsletter: https://mailchi.mp/zeihan/israel-attacks-iran-again-part-1-2

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: https://www.patreon.com/PeterZeihan Let's talk climate change. With conservative estimates, we're looking at a few degrees of warming by the end of the century, but if we look at this in the light of global trends, it could be even worse. Full Newsletter: https://mailchi.mp/zeihan/climate-change-will-be-different-for-everyone

Today is the final day of our MedShare fundraiser! If you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon When you join the Patreon, you can expect to see the videos and newsletters as soon as they are released, as well as exclusive perks like live Q&A sessions, a community forum, daily news digests, and more! Link: https://www.patreon.com/PeterZeihan Russian "diplomats" are being expelled from Poland due to sabotage attempts. Full Newsletter: https://mailchi.mp/zeihan/russians-russians-everywhere-final-call-for-medshare-fundraiser

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: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon Nuclear power has a bad reputation, and I get it...Chernobyl, nuclear waste, and outdated infrastructure. Buttt, it’s a reliable, carbon-free energy source that might be getting a much needed facelift soon-ish. Full Newsletter: https://mailchi.mp/zeihan/smrs-are-giving-nuclear-power-a-facelift

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: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon Cuba's power grid is collapsing. No, it's not because of US sanctions or socialism. This ongoing crisis can be blamed on Cuba's lack of investment into modernizing and its reliance on Soviet and Venezuelan fuel. Full Newsletter: https://mailchi.mp/zeihan/cubas-power-grid-fails-but-an-opportunity-arises

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: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon Watch this video I sent out a year ago for a refresher on a few of these technologies and the limits to innovation. Here’s the link: https://youtu.be/fF4YTDsxcnc Full Newsletter: https://mailchi.mp/zeihan/spacex-takes-one-giant-leap-for-space-tech

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: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon There's some growing concern in Europe that a Trump victory in the US election could lead to a decrease in support for Ukraine. Without the US backing them, many European countries might reach for nukes to deter any potential conflicts. Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war-1709148

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: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon My crystal ball is working overtime trying to figure out what the future of oil prices will look like. You've already heard one of the scenarios, but here's another POTENTIAL way this could play out. Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-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 and help us donate to MedShare: https://bit.ly/medsharepatreon A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down the different approaches to this buildout and how they might turn out. Full Newsletter: https://mailchi.mp/zeihan/the-uae-and-india-look-to-localize-semiconductor-manufacturing

Don't miss out on the Live Q&A - TODAY - Wednesday, Oct. 23rd! Click here to join Patreon: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/zeihan-responds/ Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia. Full Newsletter: https://mailchi.mp/zeihan/china-faces-deflation-as-economy-stutters

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 Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.Full Newsletter: https://mailchi.mp/zeihan/the-next-gulf-war-is-coming

Patreon Link: https://www.patreon.com/PeterZeihan Still haven’t joined the Patreon? Well, if you don’t want to miss out on the Live Q&A, join “The Analyst” tier before next Wednesday, October 23rd! And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare. Click here to join me on Patreon: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-recent-interview-on-borderlands-patreon

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