The Peter Zeihan Podcast Series

We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies. Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth

It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US. Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us

The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities. Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn

Some European economists came up with a super-duper-hyper-revolutionary solution to the green problem...just use less energy! Crazy, right? Before we write off this idea completely, let's break it down. Full Newsletter: https://mailchi.mp/zeihan/does-a-green-future-lower-energy-usage

In this episode, we'll be discussing a wide array of topics, including labor problems and AI's impact on labor markets, challenges associated with chip shortages, differences between developing and developed countries, China's future, and more. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-4

Ukraine has been ramping up drone strikes and they just successfully hit another refining complex in Russia. The strike on the Nizhny Novgorod complex triggered a major fire and caused significant damage to storage units as well as other refining equipment. The pipeline network, however, remains intact. Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-strike-hits-refining-complex-deep-in-russia

In President Biden's State of the Union address a few days ago, he announced plans to build a floating dock to deliver humanitarian aid to Gaza. This dock would help provide significant food supplies to this area, but at what cost? Full Newsletter: https://mailchi.mp/zeihan/a-wtf-moment-in-the-middle-east

We've seen both sides of the conflict in Ukraine adopting and adapting new ways of fighting. While Ukraine has innovated with drones and satellite tech, Russia has modified its large FAB-1500 dumb bombs into glide bombs. Full Newsletter: https://mailchi.mp/zeihan/russian-bombs-get-an-upgrade

The House of Representatives is looking like dysfunctional family as of late, and of course, the weird uncle stirring up the pot is the Greenpeace faction. Opposing nearly every bill that dares to exist, they've essentially halted all legislative proceedings. Full Newsletter: https://mailchi.mp/zeihan/a-faint-glimmer-of-hope-in-the-house-of-representatives

One of the most asked questions I receive is "what keeps you up at night?" So, I figured I would turn that question into a series called "Things I (Don’t) Worry About" where I'll discuss all the things that have me tossing and turning and what helps me sleep like a rock. First on the docket is the semiconductor industry. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-collapse-of-the-semiconductor-industry

We've all been hearing sci-fi tales of quantum computing for decades now, but what will its impact actually look like and how soon can we expect it? Full Newsletter: https://mailchi.mp/zeihan/quantum-computing-and-the-future-of-technology

In this episode, we'll be discussing the complex relationship between China and Taiwan, China’s struggle with youth unemployment, and a look back at some of my predictions from 2023. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-3

I was scanning the financial news this morning and realized Germany was in recession. In my morning brief I was informed Japan was in recession as well. On a call with a client someone brought up that the United Kingdom had joined the downers club. A quick convo with the staff revealed the same was true for Hungary and Ireland. And Greece and Lithuania and Estonia and Finland. Israel probably as well, while Australia, New Zealand, France, Spain and Italy are only a rounding error away. China’s data, such that it is, suggests that the Middle Kingdom is by most definitions at best recession-adjacent. Full Newsletter: https://mailchi.mp/zeihan/recession-for-almost-everyone

If you've seen the videos of tractors driving through city centers and spraying manure on government buildings, then you're well aware of the farmer protests happening throughout Europe...but why are they protesting? Full Newsletter: https://mailchi.mp/zeihan/europes-latest-s-show-farmers-on-strike

In a marked shift away from the historical relationship between Israel and Moscow, Israel plans to send early warning radar to Ukraine. The details of this plan are still unconfirmed, but let's break it down. Full Newsletter: https://mailchi.mp/zeihan/israel-and-russia-fall-out-kindle

Before I take the stage at the Country Music Hall of Fame here in Nashville, I figured we should talk about the future of tourism and where all the bachelorette parties are heading next. Full Newsletter: https://mailchi.mp/zeihan/tourism-trends-where-are-you-spending-vacation

For all those with an aversion to woodchippers...today's video is for you. That's right, I'm in Fargo, North Dakota and we're discussing the state's agricultural prowess despite a lack of water access. Ask Peter A Question: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/a-north-dakota-love-story

In this episode, we'll be discussing immigration in Germany, the Hamas-Israel conflict, agricultural challenges in Sudan and South Africa, the UK's trade relationship with the US post-Brexit, the future of blue-collar work and productivity enhancement through automation and AI. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-2

I've had a lot of you write in concerned about Chinese land purchases in the United States. There's not much to be concerned about here, but let me paint the full picture for you. Full Newsletter: https://mailchi.mp/zeihan/should-we-worry-about-chinese-land-purchases-in-the-us

Hungarian Prime Minister Viktor Orban has indicated that Sweden accession to NATO shall be ratified by the Hungarian Parliament before March 1, which means Sweden will soon be welcomed into the alliance as a full member. Full Newsletter: https://mailchi.mp/zeihan/sweden-in-nato-recap

During a rally last week, former President Donald Trump stated that European allies that do not contribute enough to NATO (in his eyes) would not receive support if Russia were to attack them. Regardless of where you stand on this issue, we need to consider the repercussions of the US stepping away from the NATO alliance. Full Newsletter: https://mailchi.mp/zeihan/europe-goes-nuclear-is-america-leaving-nato

Today's entry into our 'Post American' series is a country with a complex political, economic and security landscape. Its a country forged from colonialism that is comprised of diverse ethnic groups coexisting under a single political entity - Nigeria. Full Newsletter: https://mailchi.mp/zeihan/nigeria-after-america

Alexei Navalny, a prominent political prisoner and Putin critic, died in a harsh Siberian prison. This prison was a former Soviet-era gulag, so no real surprise there... Full Newsletter: https://mailchi.mp/zeihan/russian-opposition-leader-alexei-navalny-dies-in-prison

This is the first episode of our new series called 'Question Time with Peter Zeihan!' Every week or so I'll be sitting down with one of the team members from Zeihan on Geopolitics and have them dish out some rapid-fire questions from the 'Ask Peter' forum. Ask Questions Here: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-1

For those with daddy issues, today's installment in the 'Post American' series might be a bit triggering. If you're still reading, we'll be looking at the UK's economic and security dilemmas as the global order falls. Full Newsletter: https://mailchi.mp/zeihan/the-united-kingdom-after-america

The Greens are celebrating and the oil industry is kicking and screaming over the Biden administration's decision to pause the review process of liquefied natural gas (LNG) exports. However, this decision’s actual impact is microscopic. Full Newsletter: https://mailchi.mp/zeihan/the-biden-administration-blocks-lng-exports-sorta

At this point you’ve all seen or heard about Tucker Carlson’s interview with Putin (if you haven’t…you didn’t miss much). This was the first time Putin has spoken to an American “journalist” since his military invaded Ukraine in February 2022.Full Newsletter: https://mailchi.mp/zeihan/putins-puppet-show

The semiconductor industry is one of ever-growing importance and its leaders—Intel and TSMC—are now fighting to be the first to bring the next generation of advanced chips to market. Full Newsletter: https://mailchi.mp/zeihan/the-bleeding-edge-of-semiconductors

⁠This conversation took place on October 5th, 2023 at the North Capital Forum 2023 in Mexico City. We discussed the opportunities and challenges that lie ahead for North America.This is an interview with Enrique Perret, Managing Director of the U.S.-Mexico Foundation (USMF) & President and Founder, North Capital Forum (NCF). Full Newsletter: https://mailchi.mp/zeihan/crazy-little-thing-called-geopolitics

Some of you out there might grovel when the first snowflakes of the season fall, but I'd be willing to bet that the geopolitical significance of that snow hasn't crossed your mind. Today, we'll be exploring winters impact on agriculture and global food security. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-winter

This next country might surprise some of you, but deglobalization might give Poland its moment of fame. That's if they play their cards right, and even then, it will be a fleeting moment, but a moment in the spotlight nonetheless. Full Newsletter: https://mailchi.mp/zeihan/poland-after-america

The Middle East has been a thorn in the side for the US since day one, so why haven't the Americans just abandoned ship? To understand why the US is still involved in the Middle East (and openly facing these potshot-esqe attacks), we need to breakdown this region... Full Newsletter: https://mailchi.mp/zeihan/why-the-middle-east-is-so-aggravating

Today, we're looking at another region that the US will continue to keep tabs on - East Asia. This is one of those regions that will be plenty exciting in coming years, so let's jump in. This video was recorded in the fall of 2023. Full Newsletter: https://mailchi.mp/zeihan/east-asia-after-america

Today's discussion comes to you from Huron Peak. We'll discuss one of the middle powers that's been dealt a bad hand: Romania. At first glance, Romania's geographic situation looks alright - a nice chunk of land near some water bracketed by the Carpathian Mountains - but zoom in, and you'll find three very troubling access points. Full Newsletter: https://mailchi.mp/zeihan/romania-after-america

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has found itself in quite a predicament. Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-global-maritime-shipping

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive. Let’s look at how we got to this point and some potential paths forward. Full Newsletter: https://mailchi.mp/zeihan/the-chinese-housing-crisis-evergrandes-bankruptcy

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria border. I expect a timely retaliation by the US, but what will that look like? Full Newsletter: https://mailchi.mp/zeihan/the-us-and-iran-deciding-what-to-bomb

We are taking a question from the 'Ask Peter' forum today - am I worried about Ukraine's dwindling weapon's supplies in light of what's going on with the US Congress? Yes, yes I am. Full Newsletter: https://mailchi.mp/zeihan/us-congress-dysfunction-blocking-aid-to-ukraine

Finnish politics are not something that often make the headlines, but with a marked shift away from “Finlandization” (when a smaller country remains neutral to appease a larger and more powerful neighboring country) comes some unfamiliar coverage. Full Newsletter: https://mailchi.mp/zeihan/finnish-presidential-elections-and-anti-russian-sentiment

Ukraine managed to sneak some drones by Russian air defenses and hit the Ust-Luga oil refinery and loading facility. The attack didn't cause significant damage, but it disrupted production and shipping operations. Ask Peter your question here: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/ukraine-attacks-russian-energy-terminal

Today we're talking about the Indians and pirates - sorry sports fans, not those ones. India launched a successful counter-piracy operation off the coast of Somalia, which has helped reaffirm its global strategic importance, but raised some eyebrows in the process. Full Newsletter: https://mailchi.mp/zeihan/indias-counter-piracy-operation-a-geopolitical-wormhole

Today, we're looking at the US natural gas market based on energy data from 2023. The US natural gas market was remarkably stable in 2023, so being the world's largest producer and exporter of natural gas has its perks. Full Newsletter: https://mailchi.mp/zeihan/us-natural-gas-and-global-energy-supplies

The largest Greentech power generation system in the hemisphere is under construction in New Mexico. SunZia has raised $11 billion for this project and aims to generate 3.5 gigawatts of wind power for the NM, AZ, and CA energy markets. Full Newsletter: https://mailchi.mp/zeihan/how-to-do-greentech-well-the-sunzia-wind-farm

We're talking about an area in northern Europe fractured by history - the Scandinavian region. What was once a series of powerful and interconnected Viking port cities has been a fairly sleepy backwater for the past 300 years...but it might be time for a family reunion.Full Newsletter: https://mailchi.mp/zeihan/scandinavia-after-america

With cold fronts rushing through much of the country, the Texas power grid had lots of eyes on it this past week. Thankfully, some "updates" over the past couple years have helped the Texans avoid catastrophe. Full Newsletter: https://mailchi.mp/zeihan/texas-did-not-fall-down-energy-grid-updates

When one of your best options for securing an energy supply route is with the Pakistani Taliban, you know you've got some problems. So go ahead and add that one to China's ever-growing list of 'shit to figure out.' Full Newsletter: https://mailchi.mp/zeihan/chinas-energy-problem

We're back with part two of Russia's missile-sourcing escapade. Today we're looking at the specifics of these North Korean missiles and their significance. Full Newsletter: https://mailchi.mp/zeihan/north-korean-missiles-heading-to-russia-part-two

The Russian military industrial complex can't keep up with the demands of the Ukraine War, so the Russians are sourcing large quantities of short-range ballistic missiles from North Korea and Iran. Full Newsletter: https://mailchi.mp/zeihan/why-are-the-russians-shopping-for-missiles

Next on the list in our 'Post-American' series is Sub-Saharan Africa. This region is filled with geographical challenges, slow growth and development, and several other obstacles, but a handful of countries will be alright. Full Newsletter: https://mailchi.mp/zeihan/sub-saharan-africa-after-america

Things in the Red Sea have ramped up yet again. The Houthis, who are an Iranian-backed Shiite group in Yemen, launched a series of missile and drone attacks on international shipping. Early today, the United States conducted a retaliatory air assault on Houthi targets. Full Newsletter: https://mailchi.mp/zeihan/us-navy-strikes-houthi-forces-in-yemen