The Peter Zeihan Podcast Series

The Netherlands has recently undergone an election of its own, so let's look at the incoming coalition and how it will impact Dutch politics. Full Newsletter: https://mailchi.mp/zeihan/dutch-politics

The big news out of South America is that Argentina has elected a new “libertarian” president, Javier Milei. So, what will this political shift mean for Argentina? Full Newsletter: https://mailchi.mp/zeihan/argentina-elects-a-new-president-javier-milei

What was once a platform where you could access open-source information that was reliable and free...has now been laid to rest by Elon Musk. Yes, I'm talking about that little blue bird we've known and loved for years. Full Newsletter: https://mailchi.mp/zeihan/why-im-done-with-twitter

A while back, I talked about a few technologies I was most hopeful for - small modular nuclear reactors being one of those. Unfortunately, we'll be drawing a line through it (for now). Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/modular-nuclear-reactors-are-not-the-future-of-energy

Thorium is a potential substitute for uranium-based nuclear power, but will it solve our nuclear problems? If thorium could help with the proliferation of plutonium and make it harder to create weapons on the backend, adoption of more nuclear power might be easier....but thorium isn't our knight in shining armor. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-thorium-solve-the-nuclear-problem

As industries like manufacturing ramp up between Mexico and the US, how will the Sinaloa and Jalisco New Generation cartels factor into that equation? Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/what-role-do-the-cartels-play-in-us-mexico-trade

Today we're talking about Ireland's raw deal. It's on the far northwestern extreme of Europe, has a crummy climate and limited cultural development - hence the need for Guinness and Jameson. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/ireland-needs-a-new-game-plan

Since I stumbled upon a snow field on my hike today, I figured we should take the next question in the 'Ask Peter' series: are we approaching a new era of exploration, exploitation and development in the Arctic?Donate to MedShare HERE: https://www.medshare.org/zukraine/Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-the-next-arctic-breakthrough-here

Savannah is awesome! Not only is it home to my favorite bar and one of my favorite food scenes, but it is also the site of the largest containerport in North America. Donate to MedShare HERE: https://www.medshare.org/zukraine/ Full Newsletter: https://mailchi.mp/zeihan/why-the-port-of-savannah-is-poised-for-success

Lithium has played an important role in the green transition and remains a crucial resource for the future of electricity; however, it's not going to be all sunshine and rainbows for lithium... Full Newsletter: https://mailchi.mp/zeihan/lithium-the-false-profit-of-electrification

This week at the APEC summit in San Francisco, President Joe Biden and Chairman Xi Jinping sat down for a long overdue meeting. Donate to MedShare HERE: https://www.medshare.org/zukraine/Full Newsletter: https://mailchi.mp/zeihan/china-us-relations-what-did-xi-and-biden-discuss

As the situation unfolds in Gaza, many of you have asked who we might see getting involved in the conflict. So, let's break down the key regional players and how this is playing out. Donate to MedShare HERE: https://www.medshare.org/zukraine/Full Newsletter: https://mailchi.mp/zeihan/no-regional-powers-will-provide-aid-to-hamas

President Biden and Chairman Xi Jinping will have a private meeting at the APEC Summit in San Francisco. I'm not overly optimistic about getting any meaningful information out of this hospice meetup, but it's better than nothing.Donate to MedShare HERE: https://www.medshare.org/zukraine/Full Newsletter: https://mailchi.mp/zeihan/biden-and-xi-meet-at-the-apec-summit

Donate to MedShare HERE: https://www.medshare.org/zukraine/ Water levels in the Panama Canal are critically low, and the effects could be devastating. The canal represents one of the world's most important trade routes and plays an essential role in the US trade system. Full Newsletter: https://mailchi.mp/zeihan/critical-water-levels-in-the-panama-canal-medshare-match

Naval challenges are nothing new for the former Soviets, but the Ukraine War has introduced some added stressors in the Black Sea. Russia's inability to unify its naval presence across the four major seas in the region is a bad sign for Putin.Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-russias-navy-the-four-seas-problem

From 30,000 feet, the pace of the Ukraine War appears to be slowing and even reaching a stalemate; however, when we zoom in on places like the Dnieper River and Mariupol, we can see the new tactics and strategies being implemented on both sides. Full Newsletter: https://mailchi.mp/zeihan/new-tactics-in-the-ukraine-war-medshare-donations

Would you try to fly a kite when there's no breeze? Or try to surf when there are no waves? If you answered 'no' to those questions - CONGRATS - your basic analytical skills are much better than those tasked with the green energy buildout. Now we just need to test your math skills… Full Newsletter: https://mailchi.mp/zeihan/why-green-energy-cant-satisfy-electricity-demands

If you've ever spoken to an Ohio State fan, you know that they'll tell you how amazing they are without you asking. Unfortunately for all of us, I'll be adding to their boasting list today because there's plenty of success and growth in store for Ohio. Full Newsletter: https://mailchi.mp/zeihan/the-future-of-ohio

The entertainment industry is changing, and the writers and actors are making sure their voices are heard. With all the technological changes hitting Hollywood, strikes like these shouldn't come as a surprise. Full Newsletter: https://mailchi.mp/zeihan/hollywood-on-strike

If you were hoping to start your week off with some cheery news - it might be best to skip this video. Russia has stepped away from the Comprehensive Test Ban Treaty, so we have plenty to discuss today.Full Newsletter: https://mailchi.mp/zeihan/russia-backs-away-from-nuclear-test-ban-treaty

When the major auto manufacturers start changing their EV plans, it's probably a sign something's not quite right. For all those who think they're better than everyone else because they drive a Tesla, this video is for you... Full Newsletter: https://mailchi.mp/zeihan/why-evs-arent-the-greentech-panacea

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