The Peter Zeihan Podcast Series

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

This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet? Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet

When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars

Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine

It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations.Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics

The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method. Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap

In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show. Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of

I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth? Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem

Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way. Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret

With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS. Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan

Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe

I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why. Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil

The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan. Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs

Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones. Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture

At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it... Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore

If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros... Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education