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!
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wdAytr
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4v1arVE
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can't reach the peninsula. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/43SYNkt
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4afjB9q
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably, super carriers, carrier aviation, extra fighter jets, aerial refueling, airlift capacity, air defense, and precision munitions. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop. Join the Patreon here: https://www.patreon.com/PeterZeihan
While Ukraine has dominated drone innovation, Russia's been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have also been incrementally improving their drone tech. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The joint French and German Future Combat Air System (FCAS), a next-generation fighter jet project, has collapsed. Between conflicting national priorities and countless disagreements, the two countries opted to abandon the project. Join the Patreon here: https://www.patreon.com/PeterZeihan
Crimea has become one of the most important fronts in the war in Ukraine. Both the Russians and Ukrainians see Crimea as strategically essential, and neither side is willing to let it go. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4vbW95d
The White House has shared the full tax of the long awaited Iran Deal. It's a doozy. Join the Patreon here: https://www.patreon.com/PeterZeihan
ICE and DHS just got approved for a new funding package that expands resources for immigration enforcement and border security. My primary concern is the economic impact of this new funding, rather than the politics of it all. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4xomte2
The return of the New World screwworm is threatening the U.S. cattle industry, especially in Texas. Typically, this would have been detected early on by agricultural monitoring and disease-detection programs, but those are now gone due to cuts made by the Trump Administration. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4vDUcyr
To simply call North Korea a Chinese puppet state doesn't capture the complexity of that relationship. To fully understand it, we must look back at three generations of the Kim dynasty, the current partnerships with other powers, and Kim Jong Un's aspirations. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3PQgjTd
A new drone has appeared on the scene in the Ukraine War. This hybrid drone blends the precision and control of FPV quadcopters with the range and payload of fixed-wing drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4xgXPMq
We're slipping closer and closer to a major oil supply crunch. With the Persian Gulf still shut in, global inventories almost depleted, and threats to other oil supplies, the world doesn't have enough oil to keep things running for much longer. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dQAJoa
Armenia has long depended on Russia for just about everything, from energy to security, and even broader economic integration. However, the weekend election results in Armenia reflect a rejection of pro-Russian politics and a desire to find a new path forward. This was likely to happen anyway, as Moscow has its hands full with everything else going on, but the big question remains: who can fill Russia's shoes? Not many Armenians will like the answer... Join the Patreon here: https://www.patreon....
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
