The Peter Zeihan Podcast Series

Today we're diving into some operational updates from the Ukraine War. First and foremost, daytime temps this winter have rarely dropped below freezing; when they do, it has not been for long enough periods for the ground to freeze. So that means local forces will be rolling around in the pig-sty for at least a few more months.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-operational-updates

Most of us have come to expect that anytime Putin gives a speech, nothing good will come out of it...and his one-year war anniversary address to parliament was riddled with bad news.Full Newsletter: https://mailchi.mp/zeihan/putin-announces-withdrawal-from-start-treaty

Senator Lindsey Graham captured the essence of what today's video is all about - "If you jump on the Putin train now, you're dumber than dirt."Full Newsletter: https://mailchi.mp/zeihan/us-policy-russia-gets-blacklisted

There are very few instances when a prisoner would refuse a chance to get out...one of those being an offer to join the Wagner Group.If you're not familiar with the Wagner Group, they're the militant group that commits war crimes on behalf of the Russian government.Full Newsletter: https://mailchi.mp/zeihan/the-wagner-group-russias-flunkies

Federal Reserve Chairman Jerome Powell wants to shrink the balance sheet to zero over the next few years. And while this may be good for the economy and the US overall, not everyone will like the outcome...especially our vest-wearing friends down on Wall Street.Full Newsletter: https://mailchi.mp/zeihan/fed-shrinking-balance-sheet

Moldova is one of those places that most people couldn't find on a map, but what it lacks in size, it makes up for in strategic significance.Full Newsletter: https://mailchi.mp/zeihan/next-on-the-chopping-block-moldova

The big news from the weekend is that Russia announced a plan to cut 500,000 b/d (barrels per day) of oil production. This accounts for about .5% of global supply and roughly 10% of Russian oil exports.Full Newsletter: https://mailchi.mp/zeihan/how-stable-is-the-russian-oil-industry

Unfortunately for the Chinese, their balloon didn't make it in time for the Macy's Thanksgiving Day Parade...however, it's made a much bigger splash than the rest of this year's balloons.Full Newsletter: https://mailchi.mp/zeihan/its-a-chinese-spy-balloon

It's time we get to the bottom of the question on everyone's mind...why are my eggs so damn expensive? Inflation takes no prisoners, but we may have another source to thank for this... Full Newsletter: https://mailchi.mp/zeihan/why-are-my-eggs-so-d-expensive

Perhaps the scariest takeaway from the Ukraine War is that it's just beginning. To fully understand what is at stake here, we must look at Russia's motivators and the possible outcomes.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-just-getting-started

In the early hours of Monday, Feb. 6th, an earthquake with a magnitude of 7.8 hit the city of Gaziantep in southern Turkey. The quake was felt across Turkey and deep into Syria, leaving behind a path of deadly destruction.Full Newsletter: https://mailchi.mp/zeihan/earthquakes-wreak-havoc-on-turkey-and-syria

For solar power to make sense, there's one non-negotiable component...and yes, it's that bright, shiny thing in the sky - the sun. But just because your planet has a sun doesn't mean you should use solar power...Full Newsletter: https://mailchi.mp/zeihan/the-solar-power-problems

Today we're talking about the redheaded stepchild between mining raw materials and incorporating those into a product...processing. Essentially throwing tons of energy at raw ore and converting it into usable materials like aluminum or steel.Full Newsletter: https://mailchi.mp/zeihan/material-processing-the-redheaded-stepchild

The globalized world has seemingly been great for everyone...security, access to foreign markets, the list goes on...so why would the US choose to continue down the path of deglobalization?Full Newsletter: https://mailchi.mp/zeihan/deglobalization-theres-no-stopping-it-now

As the US attempts to reshore many previously outsourced industries, the Chinese are looking for any opportunity to retain their competitive edge...so let's talk about solar panels.Full Newsletter: https://mailchi.mp/zeihan/chinas-competitive-edge-solar-exports

As the Japanese and Dutch join the US sanctions against Chinese Semiconductors, we find ourselves at a precarious crossroads. The semiconductor industry has long been the personification of globalization, with dozens of products crossing countless borders and supply chains longer than the DMV line. But what happens now?My Latest: https://mailchi.mp/zeihan/semiconductors-chinas-the-odd-man-out

Today we answer the question that's been in the back of everyone's mind since The Terminator came out - is Skynet taking over? The short answer is no, but let me explain what is actually going on with AI...My Latest: https://mailchi.mp/zeihan/is-the-ai-revolution-here

It's time we talk about a region that has long held the title of "worst demographics"...The Orthodox Christian countries.Full Newsletter: https://mailchi.mp/zeihan/demographics-part-6-the-orthodox-predicament

After months of discussion, the Germans have opted to allow the Leopard Tanks to be sent into Ukraine...and while it may seem like this resolution took far too long, anyone that has read a history book can at least understand the reason for the delay.Full Newsletter: https://mailchi.mp/zeihan/germany-green-lights-the-tanks

In the 1930s, the Soviet Union attempted to crush the Ukrainians in a genocide known to history as the Holodomor.Key to the strategy was deliberate efforts to destroy agricultural production to ensure famine. In all, 4 million Ukrainians perished. Today's Russia is about to switch gears in the ongoing military conflict and attempt a second Holodomor. Here's how we should expect the next chapter to begin...Full Newsletter: https://mailchi.mp/zeihan/the-2nd-holodomor

Join us on Feb. 17th at 2:00 pm CST for the webinar - A Global Outlook: One Year Into the Ukraine WarLink to Sign Up: http://bit.ly/3wjBIGXOne of the most commonly asked questions I get is “How can I attend one of your speaking engagements?” So here’s your chance. On February 17th at 2:00 pm CST, I’ll be hosting a Webinar to discuss the Global Outlook One Year into the Ukraine War. We’ll dive into the global impacts the war has had on supply chains, agriculture, and much more. After my presentation we’ll have a Q&A portion to answer all those burning questions.Those who attend the webinar will have exclusive access to a recording of the event, as well as all of my slides, charts and graphs used throughout the presentation. Can't make it to the live presentation? No problem! All paid registrants will receive access to the recorded webinar and presentation materials to review at their own convenience.

With any infectious disease, there are two main factors to consider: the average number of people an infected person will infect and lethality. Even with accurate data and reporting, these take time to figure out. But if a country (ahem, China) decides to just STOP collecting the data...well then...oh boy.Full Newsletter:

With the South Koreans "keeping nukes on the table," the conversation has turned into what other countries should build out nuclear options, and that list of countries is longer than any of us should be comfortable with.Full Newsletter: https://mailchi.mp/zeihan/south-korea-keeping-nukes-on-the-table

The latest batch of Chinese demographic data has set off ALL the alarm bells, and for good reason. With official figures putting the average birth rate at slightly over one birth per woman and the population peaking last year, the alarm bells should have been sounded years ago.Full Newsletter: https://mailchi.mp/zeihan/demographics-part-5-the-chinese-collapse

When your country's history has more than one tally mark next to the category - "World Wars Started" - it makes sense to avoid any form of strategic defense policy. Former German Defense Minister Christine Lambrecht did just that. She wasn't a skilled defense policymaker. She wasn't a military strategist. And that's exactly what Germany needed...until now.Full Newsletter: https://mailchi.mp/zeihan/a-new-wave-of-german-strategic-defense-policy

A state-owned mining company in Sweden has just stumbled upon a million metric tons of rare earth metals...but what does that mean? Any addition to the rare-earths supply is great, but I don't see this moving the needle much.Full Newsletter: https://mailchi.mp/zeihan/swedens-not-so-rare-earth-metals

Camping at Adair Lake is most comparable to spending a night in a wind tunnel – and yes, it was as peaceful as your picturing. The little sleep I did get was supplemented with some thought around wind’s impact on global agriculture.Full Newsletter: https://zeihan.com/where-in-the-world-adair-and-winds-pt-1/

Here you'll find a leadership series covering some of the world leaders of the present and recent past...with a strong focus on US presidents.Full Newsletter: https://zeihan.com/world-leaders-of-the-present-and-recent-past/

As much as we analysts like to make predictions and forecasts, Mother Nature is always right there to throw all of it into a tailspin. The crazy temps across Europe are no exception to this.While this abnormally warm winter season has been a godsend for energy prices across Western Europe, its also thrown a wrench into Ukraine's plans for a winter offensive.I'm not saying Europeans should get used to shorts and mai tais all winter long, but this season could hold lasting impacts (good or bad) for the year ahead.Full Newsletter: https://zeihan.com/a-toasty-winter-in-europe/

If we were to take the age-old saying of "s*** hitting the fan" and apply it to China...we would need a wind turbine and a few acres of cattle pastures.To put it nicely, China's outlook is...grim. They're facing demographic dissolution, a dying tech industry and a risk exposed energy sector, and we're barely scratching the surface. They are the single-most internationally exposed country in our collapsing world.So how does a country like that continue on? The short answer is CHANGE and perhaps a little collaboration with the USA. To that tune, President Xi may have just given us a sign that he gets it.Full Newsletter: https://zeihan.com/changing-tides-in-the-chinese-system/