The Peter Zeihan Podcast Series

We've been talking about the Ukraine War for quite a while now, but I still get questions asking why. So, we're looking at the historical significance of this region and what this conflict means for all of us.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-and-medshare-donation-match

The US is blessed with one of the most prolific water networks in the world, yet it operates at sub-optimal levels. You've all heard my thoughts on the Jones Act, so you can probably guess where the blame falls once again.Full Newsletter: https://mailchi.mp/968e36137ab1/reviving-water-transport-in-the-united-states

The Biden administration has suspended some sanctions on the Venezuelan oil industry thanks to Maduro's (ever-so) slight easing of political restrictions. While this may pump some air back into the lungs of the oil sector, it will take a lot more to get Venezuela back to significant levels. Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-sector-biden-lifts-sanctions

Today, we're turning our attention to Argentina's upcoming run-off presidential election between current economic minister Sergio Massa and libertarian candidate Javier Milei. I'll be focusing on Milei's proposed dollarization program. Full Newsletter: https://mailchi.mp/zeihan/dollarizing-argentina

After Azerbaijan's lightning assault on Nagorno-Karabakh caused ethnic Armenians to flee the region, there's potential that Azerbaijan will continue to invade Armenia proper. Full Newsletter: https://mailchi.mp/zeihan/armenia-azerbaijan-war-turkey-and-iran-at-risk

We've all heard about the drop in the US credit rating, but what does it mean? Given the United States' size and global standing, the resulting impact on financing costs is nominal. Full Newsletter: https://mailchi.mp/zeihan/the-us-credit-rating-budget-deficits-and-debt

Unifor - a Candian public service union - has declared a strike on the St. Lawrence Seaway (a crucial maritime transport route). This has essentially cut off the direct delivery of seaborne goods from the Canadian interior and will disrupt the entire industrial base. Full Newsletter: https://mailchi.mp/zeihan/unifor-strikes-issues-with-the-canadian-industrial-system

The third piece of the shale revolution is all about timing. As the world shifts from globalized supply chains to more localized and secure means of production, utilizing cheaper energy sources and products will be essential. Full Newsletter: https://mailchi.mp/zeihan/the-third-shale-revolution-reshoring-manufacturing

We've all been following the events unfolding in Israel and Gaza, and questions of this triggering a larger conflict are starting to bubble up. To be blunt, this isn't the start of WWIII, but let me explain why. Full Newsletter: https://mailchi.mp/zeihan/gaza-and-israel-the-start-of-wwiii-or-an-isolated-conflict

So, how did the US use all that crude oil and natural gas produced during the first shale revolution? As the need for industrial expansion grew, so did the American refining industry's footprint. Full Newsletter: https://mailchi.mp/zeihan/the-second-shale-revolution-industrial-expansion

With ExxonMobil's acquisition of Pioneer, it's time to kiss the days of mom-and-pop shale operations goodbye. But before we look at what's next, let's look at the shale journey over the last two decades. Full Newsletter: https://mailchi.mp/zeihan/the-first-shale-revolution-humble-beginnings

While giving a parliamentary testimony, Canada's Prime Minister, Justin Trudeau, accused the Indian Government of assassinating a Sikh emigrant living in Canada who supported an Indian separatist group. Full Newsletter: https://mailchi.mp/zeihan/india-assassinated-a-sikh-emigrant-on-canadian-soil

Today, we're peeling back another layer of the U.S. immigration onion - Venezuelan immigrants.Full Newsletter: https://mailchi.mp/zeihan/the-southern-us-border-venezuelan-immigration

In the early hours of October 13, Israeli military officials issued an evacuation order for the residents of Gaza City, a sprawling metropolis with over 1 million people. Full Newsletter: https://mailchi.mp/zeihan/israel-hamas-and-gaza

The Greentech industry has reaped the benefits of cheap capital for years, but that's all changing as demographics take a turn and investment patterns start to shift. Full Newsletter: https://mailchi.mp/zeihan/why-rising-capital-costs-could-kill-greentech

As the US pulls manufacturing from China, we'll look to Mexico City to fill that void. This region not only holds over half of Mexico's population but also represents the largest untapped workforce globally.Full Newsletter: https://mailchi.mp/zeihan/why-the-us-needs-mexico-replacing-chinese-manufacturing

The future of Deutschland is not looking bright. Three unsolvable problems will lead to Germany's collapse as a modern economy in the coming 20 - 30 years.Full Newsletter: https://mailchi.mp/zeihan/the-end-of-germany-as-a-modern-economy

If you've read my latest book, you know that a driving force behind deglobalization is the US Navy stepping away from its role as patroller of the world's oceans. Full Newsletter: https://mailchi.mp/zeihan/deglobalization-the-us-navys-withdrawl-as-global-protector

Hamas, a terror/political group (depending on your politics), has launched an attack on Israel. This has been a multi-faceted attack spanning land, air and sea. Prime Minister Netanyahu has declared war on Hamas as a result. Full Newsletter: https://mailchi.mp/zeihan/hamas-attacks-israel-and-netanyahu-declares-war

If you're keen on finding a place that has been put through the rinse cycle by the Russians more than a few times, look no further than Moldova.Full Newsletter: https://mailchi.mp/zeihan/russia-might-lose-its-influence-in-moldova-and-transnistria

While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired. Although oil exports have dropped by 10%, several factors have skyrocketed Russia's earning potential.Full Newsletter: https://mailchi.mp/zeihan/russian-oil-thrives-despite-european-sanctions

Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver. Russia's natural gas state monopoly, Gazprom, has just reported its lowest output levels since 1978.Full Newsletter: https://mailchi.mp/zeihan/european-sanctions-cause-russian-natural-gas-collapse

The fate of the European Union will likely be decided in the coming week; if that doesn't pique your interest, I'm not sure what will.Full Newsletter: https://mailchi.mp/zeihan/the-european-union-will-it-adapt-or-die

Well, it sounds like the US finally decided to join in on the fun and make a lithium discovery of their own. This deposit is - supposedly - the largest ever, and it is located in the McDermitt Caldera near the Oregon-Nevada border. Full Newsletter: https://mailchi.mp/zeihan/us-discovers-huge-lithium-deposit-what-it-means

As of September, Putin has sufficiently disrupted Ukraine's grain exports and overall agricultural sector. Meanwhile, the Russians were bolstering their wheat exports, so global supply has held steady, and prices are still down.Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-russia-targets-grain-and-power-grid

There's been a surge in coups throughout African countries, and there's a common thread connecting them - most are former French colonies.Full Newsletter: https://mailchi.mp/zeihan/african-coups-will-the-french-get-involved

Trying to predict what the Chinese system will look like as it collapses would be a fool's errand, but exploring China's housing market in this context could be fruitful.Full Newsletter: https://mailchi.mp/zeihan/the-chinese-collapse-a-housing-overbuild

China invading Taiwan isn't a new topic, but would China ever use this war as a diversion or distraction? This is an unlikely scenario, but as long as Xi is in charge, we must consider every possibility.Full Newsletter: https://mailchi.mp/zeihan/chinas-diversionary-war-with-taiwan-the-good-bad-and-ugly

Today, we’re looking at Chechnya’s tumultuous history with Russia and what the future might hold. After two wars, a few decades of nominal Russian control and ruthless leadership, the tides might be turning for Chechnya.Full Newsletter: https://mailchi.mp/zeihan/chechnya-russias-influence-and-a-volatile-future

Today, we're looking at some of the recent developments and shifting dynamics in the South Caucasus. The assault on Armenian-controlled Nagorno-Karabakh appears to be a tidy victory for Azerbaijan, but there's more at play here.Full Newsletter: https://mailchi.mp/zeihan/armenia-vs-azerbaijan-unpacking-the-nagorno-karabakh-conflict

Is the hydrogen economy really the future? Or Is it all a farce? I don't want to get too far ahead of myself, but it's somewhere in between...Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-hydrogen-the-future-of-energy

My walk along the railroad tracks inspired some pondering on why rail gets such a bad rap. Yeah, I know it's not as fast as planes OR as versatile as vehicles OR as cheap as water...but that doesn't mean there's no place for it.Full Newsletter: https://mailchi.mp/zeihan/transport-the-economics-and-politics-of-railroads

Well, my attempt at prepping a video this morning and getting ahead of a brewing war between Armenia and Azerbaijan has failed. Hostilities broke out within minutes of me finishing the recording, but here's what's what...Full Newsletter: https://mailchi.mp/zeihan/war-breaks-out-between-armenia-and-azerbaijan

It's time to come out from under your rock and face the music - China is collapsing. If that comes as a shock to you, watch this video to get up to speed.Full Newsletter: https://mailchi.mp/zeihan/dont-be-surprised-by-chinas-collapse

In case you need something to stress about today, we'll be looking at the history of arms control treaties and today's lack thereof.Full Newsletter: https://mailchi.mp/zeihan/what-happened-to-the-arms-control-treaties

Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east of Russia. Besides boosting each other's egos and gossiping a bit, it looks like the main discussions revolved around North Korea providing military assistance to Russia in the form of artillery shells.Full Newsletter: https://mailchi.mp/zeihan/north-korea-to-provide-russia-with-military-aid

If your kids need poster boards for an upcoming school project, you may want to visit the supply store before the autoworkers hit the picket lines. With a strike looming, let's break down the economic and political consequences.Full Newsletter: https://mailchi.mp/zeihan/autoworkers-strike-the-unions-rising-influence-in-america

The Chinese telecom firm Huawei (the same firm that was caught modifying equipment on behalf of the Chinese government) has released a new phone with a seven-nanometer chip.Full Newsletter: https://mailchi.mp/zeihan/why-huaweis-7nm-chip-isnt-a-big-chinese-breakthrough

As we continue down the path of deglobalization, the US has checked most of the boxes needed to thrive in a disconnected world. Between shifting supply chains and moving manufacturing closer to home, there is still one box that the US hasn't checked off - processing.Full Newsletter: https://mailchi.mp/zeihan/processing-the-greatest-threat-to-us-economic-security

Senator Tommy Tuberville has placed a unilateral hold on nominations and confirmations of military officials because he doesn't like the Biden administration's current policy of allowing officers to travel for abortion services.Full Newsletter: https://mailchi.mp/zeihan/the-greatest-threat-to-american-national-security

Mohammed bin Salman, the Crown Prince of Saudi Arabia, has seen the ongoing engagement and security guarantee that the US has with Japan, and he wants a similar deal for Saudi Arabia.Full Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-israel-want-a-us-security-deal

The Ukraine War has negatively impacted almost every area of life, but perhaps there's a silver lining beneath all the global disruptions and adverse effects...It may sound like a stretch, but this war may have helped to prevent a financial crisis in the US.Full Newsletter: https://mailchi.mp/zeihan/why-im-not-worried-about-the-banks-yet

With China facing economic slowdown, trade wars, and a slew of other things, an intervention (aka the G20 Summit) is exactly what Xi needs right now.Full Newsletter: https://mailchi.mp/zeihan/xi-ditches-the-g20-summit

All this talk of little green men has both disturbed and intrigued my inner nerd. While I don't know if aliens have actually visited us, talking about the possible tech being used is a fun little distraction for all of us.Full Newsletter: https://mailchi.mp/zeihan/astropolitics-how-are-the-aliens-getting-here

The US military has had recruitment issues for a while, and the next generation reaching the recruitment age (aka those who hate any and all things social) won't be making it any easier. But this isn't just a US military issue; this is the leading edge of a recruiting crisis for everyone.Full Newsletter: https://mailchi.mp/zeihan/the-recruiting-crisis

The super moon (or blue moon or whatever it was) didn't have just the animals stirring last night...and since I couldn't sleep, I figured we should talk about Ukraine's recent drone attack and its ramifications.Full Newsletter: https://mailchi.mp/zeihan/ukrainian-drone-attack

With all the buzz around central banks starting digital currencies and one of these entities controlling all transactions, I think it's about time I burst everyone's bubble...Full Newsletter: https://mailchi.mp/zeihan/the-problem-with-central-bank-digital-currencies

Most people would scoff at the idea that Cuba could end the US as a major power, but that small country has something no one else does...Full Newsletter: https://mailchi.mp/zeihan/why-is-a-us-cuba-deal-inevitable

Thanks to the right demographics and cheap capital, we've been living in a period of extreme technological advancement and innovation. Can innovation keep up with the needs of modular nuclear reactors, artificial intelligence hardware, space and satellites, biologic drugs, shale, and agriculture?Full Newsletter: https://mailchi.mp/zeihan/understanding-the-limits-of-innovation

Today, we're talking about a bunch of marines in trucks, with four Tomahawks strapped to each truck. I agree if that sounds like a random G.I. Joe creation to you. But this is a relatively new capability for the US, so let me explain how we got here. Full Newsletter: https://mailchi.mp/zeihan/marines-get-tomahawks-on-trucks