The Peter Zeihan Podcast Series

Europe has been taking a beating lately, from economic issues to demographic problems, but there's a new one on the horizon. When the Ukraine War wraps up, what will the European energy situation look like? Full Newsletter: https://mailchi.mp/zeihan/the-europeans-are-having-some-gas-problems

If there's anything Putin's good at, its pressing the West's buttons...and his latest trip to North Korea is no exception. However, by signing a new defense pact with Kim Jong Un, Putin might inadvertanly gain Ukraine a new supporter. Full Newsletter: https://mailchi.mp/zeihan/backfire-putins-north-korean-joyride Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

There are only a few days left in our MedShare donation matching drive for the month of June. $100,000 in donations will be matched this month to our chosen charity partner, MedShare International. Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Last week, I talked about how Ukraine has been targeting Russian air infrastructure to prepare for the arrival of their F-16s. Well, Ukraine launched a rocket attack on occupied Crimea and destroyed some air defenses and one of Russia's deep space satellite communication stations. Full Newsletter: https://mailchi.mp/zeihan/russians-in-space

Micro-States like Monaco and San Marino aren't often included in major geopolitical discussions, but every so often they get called up to the big leagues. Next up to the plate: San Marino. Full Newsletter: https://mailchi.mp/zeihan/exploring-the-geopolitics-of-micro-states

With Russian President Vladimir Putin heading to Vietnam, some American security experts are getting concerned about the future of the US-Vietnam relationship. To understand why the Vietnamese are working with Russia, we need to take a quick history lesson. Full Newsletter: https://mailchi.mp/zeihan/mr-putin-goes-to-hanoi Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you ask a fifth grader what the key to being a good spy is, they would likely respond with some variation of being sneaky or concealing your identity. Well, on today's episode of "Are You Smarter than a 5th Grader", we're placing Russian Spies in the hot seat. Full Newsletter: https://mailchi.mp/zeihan/russia-and-the-changing-nature-of-the-spy-game Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you don't want to start your day with beautiful beach views and economic forecasts, you may want to skip the video. Today we'll be discussing recent changes to the US economy and what future impacts might look like. Full Newsletter: https://mailchi.mp/zeihan/strong-american-growth-and-something-to-worry-about Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Ukraine is gearing up for one of its most important offensives to date, but what makes this one so different from the rest? Full Newsletter: https://mailchi.mp/zeihan/ukraine-f-16s-offensives-and-abject-humiliation

For years I’ve warned that a war between Russia and Ukraine was inevitable, but why didn't Putin just play the nuke card? As an add-on, we'll also be touching on some new Russian alliances that could rub the US the wrong way. Full Newsletter: https://mailchi.mp/zeihan/why-did-russia-choose-invasion-over-nukes

The recent European elections yielded some significant gains for hard-right parties in a number of countries. Today, we'll be focusing on Germany, Italy, and France, and whether these shifts are game-changers or more political minutia. Full Newsletter: https://mailchi.mp/zeihan/major-european-powers-lean-right-in-recent-elections

After years of mismanagement and corruption, Venezuela may have finally reached its tipping point. Full Newsletter: https://mailchi.mp/zeihan/the-impending-collapse-of-venezuela

During my European travels, I've received a handful of questions regarding the lack of support for Ukraine coming from Austria, Slovakia, and Hungary. So, let's address why these countries are holding out amid the Russian invasion. Full Newsletter: https://mailchi.mp/zeihan/austria-slovakia-and-hungary-ignore-ukraine Donate to MedShare: https://www.medshare.org/zeihan-impact/

We've got a few more elections to talk about today, and who knows, maybe the US might even learn something from South Africa and India. Full Newsletter: https://mailchi.mp/zeihan/elections-in-south-africa-and-india

I know there's plenty of issues with the American political system, but let's take a break from all that and talk about European politics for the day. Given the ongoing European Parliament elections, let’s look at the far-right’s footholds in Europe. Full Newsletter: https://mailchi.mp/zeihan/the-rise-of-the-european-far-right

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/ I’m pleased to announce our donation matching drive for the month of June. We will be matching up to $50,000 in donations this month to our chosen charity partner, MedShare International. Full Newsletter: https://mailchi.mp/zeihan/announcing-our-june-medshare-donation-match

The most recent Mexican elections have resulted in the victory of Mexico's first female -and- Jewish leader, Claudia Sheinbaum. She will be succeeding current populist President AMLO, but how much change will this actually bring? Full Newsletter: https://mailchi.mp/zeihan/is-mexicos-new-president-just-a-puppet-for-amlo

It’s time for an update on the situation in the Red Sea and what the Houthis have been up to as of late. Spoiler alert: most of the ships are taking the longer route around Africa, but there's a handful still navigating this region. Full Newsletter: https://mailchi.mp/zeihan/danger-in-the-red-sea-who-shall-the-houthis-let-pass

There’s no shortage of things to worry about in this world, but there’s a few things that live rent free in my mind. On June 5th at 12:00 pm EST, I’ll be opening up Pandora’s Box and sharing my biggest fears in regards to the American economic system. Register for the Webinar Here: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

From the beginning of the Ukraine War, the Western nations have placed restrictions on how their weapons donations to Ukraine can be used. Specifically, Western nations have been concerned that if Ukraine targets Russian forces within Russia, escalation may be unavoidable. But recent events have forced a change of calculus in the West. Full Newsletter: https://mailchi.mp/zeihan/ukraine-opens-up-on-belgorod

Well, we've all heard the news at this point. Trump is a FELON, after being convicted on 34 counts of financial fraud related to hiding his affair. So, can Trump spin this "publicity" in a positive light or will it bite him in the ass come November? Full Newsletter: https://mailchi.mp/zeihan/can-former-president-trump-make-felonies-great-again

The Western world is beginning to entertain the conversation over the use of Western weapons targeting Russian systems within Russia. There are a handful of countries that have issued their support, but will it be enough? Full Newsletter: https://mailchi.mp/zeihan/will-the-west-greenlight-strikes-inside-russia

Register for the Risk List Webinar: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration We're looking at the Ukraine War and the increase of drone assaults on Russia. Specifically, we'll be looking at the attacks on container radars used for aircraft and ballistic missile detection. Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-attacks-on-russian-container-radars

If you're planning a coast-to-coast road trip through the US, you might want to wait until the Biden administration can liquidate the northeast gasoline reserves, here's why... Full Newsletter: https://mailchi.mp/zeihan/the-biden-admin-liquidates-northeast-gas-reserves

I've avoided talking about the Israel and Gaza conflict as much a possible (given that there's no favorable outcomes for anyone involved), but some recent changes have forced my hand. Full Newsletter: https://mailchi.mp/zeihan/the-much-extended-agony-of-israel-and-gaza

It's no surprise that the French like to be "involved" in as many places as possible, but what's going on with the current rebellion in the French protectorate of New Caledonia? Full Newsletter: https://mailchi.mp/zeihan/france-and-azerbaijan-fighting-over-new-caledonia

Today we'll be looking at why the French are considering sending military aid to Armenia...and no, its not because they're looking to swap croissant and nazook recipes. Full Newsletter: https://mailchi.mp/zeihan/why-are-the-french-getting-involved-with-armenia

We've got some more interview style questions for you today! We'll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab. Full Newsletter: https://mailchi.mp/zeihan/what-is-the-future-of-chinese-expansion-and-energy

Other than a slight bump in sales during the holidays (shoutout to all the naughty kids), coal has been on the decline for quite a while now. With more environmentally friendly alternatives surging into the spotlight, how does coal fit into the energy framework? Full Newsletter: https://mailchi.mp/zeihan/why-the-us-is-ditching-coal-as-an-energy-source

I've started hearing rumblings about the American power grid and vulnerability to cyber attacks. Sure there's been hiccups throughout the years, but this one isn't keeping me up at night. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-the-us-power-grid

Iranian State media has confirmed the death of Iranian President Ebrahim Raisi May 19th, following the crash of his helicopter over Iranian Azerbaijan. Full Newsletter: https://mailchi.mp/zeihan/iranian-president-ebrahim-raisi-is-dead

Everyone is talking about Iran's potential development of an active nuclear weapon. Before anyone gets too frightened at the prospect of this announcement, let me give you some food for thought. Full Newsletter: https://mailchi.mp/zeihan/does-iran-actually-have-a-nuclear-weapon

On Wednesday May 15, there was an assassination attempt on Slovakia's Prime Minister, Robert Fico. At the time of recording, the PM was still in critical condition and there's no clear political group or foreign entity claiming responsibility. Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-on-slovakias-prime-minister

We've got another question for our Ask Peter series today: What are the long-term impacts to Western interests of the recent political upheaval in West Africa/the Sahel, especially given the break in security partnerships with the United States and Paris? Full Newsletter: https://mailchi.mp/zeihan/the-future-of-politics-and-peace-in-west-africa

Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and more. This is an attempt to prevent China from dominating industries that the US wants to develop. Full Newsletter: https://mailchi.mp/zeihan/the-us-places-huge-tariffs-on-chinese-imports

Well, I hate to say it, but Putin might actually be making a solid strategic move by removing Defense Minister Sergei Shoigu from office. Full Newsletter: https://mailchi.mp/zeihan/putin-removes-defense-minister

We've got some new players in the global weapons trade, and let's just say that I prefer the old gun runners. Full Newsletter: https://mailchi.mp/zeihan/adventures-in-gun-running-iran

Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go. Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer

Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman. Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low

The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth...Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance

We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing. Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain

Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US). Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers

The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about. Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks

A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it. Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here

Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years. Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands

The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US). Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth

RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process. Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election

As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries? Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now