Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
It looks like we have a new acting Director of National Intelligence, Bill Pulte. You may know his name as he's both a housing executive and the current head of the Federal Housing Finance Agency. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Naval drone warfare is nothing new, but the Ukrainians are now finding ways to spice up the Sea Babies and MAGURA drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4g482W9
The battlefield of the Ukraine War continues to be transformed by drone innovations. The latest is the (affordable and scalable) modification of existing drones to travel farther and independently identify and strike moving targets. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4umWzEX
Just as Russia was kicking off its version of the Davos summit, Ukraine crashed the party with some long-range drone strikes on Saint Petersburg. Join the Patreon here: https://www.patreon.com/PeterZeihan
Ukraine has ramped up its long-range drone program, allowing it to strike targets up to 1,800 kilometers away. So, what does this mean for Russia and its oil? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4uTg5d5
.Fiber-optic-controlled first-person drones are the star of the conflict between Israel and Hezbollah. As Hezbollah deploys more of these drones, holes in Israel's Iron Dome defense network are beginning to appear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4o0YhdC
Enough signatures have been gathered to force an independence referendum and vote in Alberta. Just a reminder that secession is legally possible in Canada following a successful referendum. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4uzWuhT
Hungary's new Prime Minister, Peter Magyar, made his first foreign trip to Poland. This trip is not a reflection of ideological unity, but rather a rebuilding of regional cooperation within the Visegrád Group. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dAVQLc
At least 50 are dead due to a new Ebola outbreak in Central Africa, and the U.S. was the last to hear about it. This is a glaring example of the breakdown in the U.S. public health and monitoring system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4v4YvCs
We've previously discussed the vulnerabilities of global internet infrastructure, but today we'll focus on subsea data cables in the Persian Gulf. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4tVi9jB
Civita is living proof that places facing decline can adapt and overcome by drawing on their unique identity. This hilltop town-turned-tourist destination is a microcosm of Italy itself. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Trump is no stranger to helping out his cronies, but this new settlement that creates a $1.8 billion fund to compensate conservatives allegedly targeted by past Justice Department actions is a bit on the nose, even for him. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/43ka5xL
There were some recent tests in the Philippines involving the Japanese Type-88 anti-ship missile system and the U.S. Typhon launcher. These truck-mounted systems can move throughout the islands, rather than relying on fixed bases. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/43hKnKe
Latvia's government is in flux following the firing of the defense minister, his party leaving the coalition, and the prime minister resigning. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/42DU3yH
Collapsing fuel supplies have left Cuba with a severe energy and humanitarian crisis. While a single Russian fuel shipment bought them some time, with the lack of Venezuelan oil imports and the U.S. Navy restricting access, things aren't looking good. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4tJpbI1
With the U.S. distracted (and depleted) by the Iran War, should China seize this opportunity to invade Taiwan? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4uLwQ9x
Trade relations between the U.S. and Europe are on the fritz. The latest in all the noise is the suggestion that the U.S. could restrict LNG exports to the EU if trade negotiations break down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The U.S. is relatively insulated from the conflict in Iran and the closure of the Strait of Hormuz, since it's a net exporter of nearly every major energy source. Most other countries aren't so lucky... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3PtkG6d
The administration’s centralized and personalized approach to foreign relations has collapsed U.S. diplomacy across multiple fronts, including stalled Iran talks, poor relations with allies, and uncertainty ahead of future negotiations with China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/432Ubrs
The blockade of the Strait of Hormuz has forced Iran to get creative with its oil storage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dfET7q
On June 14, Switzerland will vote on a referendum to cap its population at 10 million. Current projections don't put the Swiss population crossing that number until 2035 or 2040. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4np12EY
No, the U.S. can’t escort tankers in the Persian Gulf today as it did during the 1980s Tanker War. Back in the 80s, the U.S. swooped into a regional conflict where attacks on shipping were limited, and the Strait remained open. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49xcDvU
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4ut7lcV
Relations between the U.S. and Germany are quickly deteriorating. German Chancellor Merz has criticized the U.S. for lacking a coherent negotiation strategy. President Trump responded by floating the idea of reducing U.S. troop deployments in Germany. It's one big mess. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3P7uYZw
Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Mexican authorities have arrested Audias Flores Silva (aka El Jardinero...not the scariest nickname I've heard), a senior figure in the Jalisco New Generation Cartel. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cJfPa6
The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4t6erDe
Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval manufacturing and drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eL93Sj
Drones have been all the rage in the Ukraine War, and they will continue to be one of the primary topics of warfare in the near future, but do underwater drones have any place in this conversation? Note: This video was recorded last year during one of Peter's backpacking trips. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cIBvlr
