Peter Zeihan+

The Collapse of the World's Strategic Straits - Part 2 || Peter Zeihan

Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4gF7t58 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to fin

Ukraine's Flamingos Crush Russia's Space Program || Peter Zeihan

Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wz0xuY Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find me on Social Media? Patreon: https://bit.ly/3ZKMm9D Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW

The Collapse of the World's Strategic Straits || Peter Zeihan

The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zpkuaf Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.

Moving Beyond the Patriot Missile || Peter Zeihan

The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn't want Ukraine to do it better. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qtxJD0 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://

A Post-American Alliance for the Middle East || Peter Zeihan

Pakistan, Turkey, and Saudi Arabia are entertaining a NATO-style mutual defense pact. While this alliance might not be practical at this moment, it's a much different conversation in the long run. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fXxzA1 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webina

The Shadow Fleet Is Sinking || Peter Zeihan

The first of Russia and Iran's aging shadow fleet is sinking. The tanker is carrying ~1 million barrels of crude bound for India, but that oil is already leaking into the water off the Omani coast. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fSbqTM Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webin

Russia Loses Its Foothold in Syria || Peter Zeihan

Russia's strongest military foothold and gateway in the Middle East is now gone. Russia has agreed to end its presence at the Latakia airport and Tartous port, as it hands over the reins to Syria's transitional government. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UrpKKp Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeiha

Is This the End of U.S. Biofuels? || Peter Zeihan

The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, with roughly half the corn crop now tied to biofuels. So, the case for diverting large amounts of U.S. corn into fuel production is now becoming less clear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zapxv9 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to

Global Energy Stressors: Can Anybody Help || Peter Zeihan

Are there any countries that might be able to ease the global energy stress? Saudi Arabia might be able to ramp up output, but Houthi attacks could take that away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen

Russia’s Amazon Goes Up in Flames #shorts

Think of Wildberries as the Amazon of Russia. Striking these warehouses impacts key distribution networks for thousands of manufacturers and suppliers, and cuts off parts of Russia's military supply chain. Join Peter’s Patreon for more daily geopolitical insights ➡️ Patreon.com/PeterZeihan #ukrainewar #geopolitics #russia #droneattack

Global Energy Stressors: Can Shale Save the World || Peter Zeihan

The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3SiKJhV Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeiha

Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan

As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cobyIi Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geo

Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan

Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pZs9bb Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics w

Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan

Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4h7NBIA Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Wh

The Limits of China's Military Reach || Peter Zeihan

Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand its Navy to the point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hSheOj Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to th

Leaving the World Behind: Obama vs. Trump || Peter Zeihan

The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fHIPPM Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopoliti

Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan

So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used to transit daily. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4h3rTFJ Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zei

The U.S. Can't Break the (Arctic) Ice || Peter Zeihan

Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fZ0H9V Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where

South Africa's Immigration Problem || Peter Zeihan

While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3TIHlx7 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the W

Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan

Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yS59Pd Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find me on Social Media? Patreon: https://bit.ly/3ZKMm9D Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW

Spain's Immigration Solution Turns Into a Crisis || Peter Zeihan

First Spain won the European Championship, then the World Cup, and now they've figured out how to solve their demographic problem. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Tw3fnd Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/a

The Global Grain Gambit #shorts

A combination of weather patterns and battlefield developments could contribute to food shortages in parts of North Africa and South Asia. For more geopolitical insights visit Patreon.com/PeterZeihan #wheat #grain #hunger #geopolitics

Houthis Declare Open Season on Saudi Arabia || Peter Zeihan

The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yxVNbc Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to

Chinese Marriage Data Confirms Demographic Crisis || Peter Zeihan

Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and what the 6% decline from last year means. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wKx3L6 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics websit

The Demographics of Central Europe || Peter Zeihan

Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4bRUF8y Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webi

Russian Sleeper Cells Don't Scare Me || Peter Zeihan

Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pyvttA Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find me on Social Media? Patreon: https://bit.ly/3ZKMm9D Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW

Why Space and Data Centers Don't Go Together || Peter Zeihan

We've all seen the headlines lately talking about the proposed data centers across the U.S. While nobody wants these things in their backyard, putting them in space isn't going to solve our problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fd7yuR Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Web

Defending Against Rising Sea Levels || Peter Zeihan

As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with more coastal exposure. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fAh3ph Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://

Britain Has a New Prime Minister…Again #shorts

As Andy Burnham takes office today, let's unpack the reason for the frequent turnover. Full analysis available exclusively for Analyst Tier members on Patreon.com/PeterZeihan

How to Solve the Cocaine Problem || Peter Zeihan

It would appear that my suggestion for everyone to stop doing cocaine hasn't solved the problem, so let's look at some of the solutions others have proposed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Td4mIj Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.

The Future of Drone Tech: Naval Strategies || Peter Zeihan

Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aWOSOO Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: htt

South Korea Goes All-In on Drones || Peter Zeihan

The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eSAVnt Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Web

The Future of Drone Tech: Ukraine's Innovation || Peter Zeihan

The real reason Ukraine currently holds an advantage in drone warfare is that it can innovate much faster than Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find me on Social Media? Patreon: https:

Why Nobody Came to Help the U.S in Iran || Peter Zeihan

Despite the large rolodex of U.S. allies, nobody has pulled up to the Persian Gulf to support the U.S. There are several reasons for this, though. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/44jpeAc Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.c

A Canadian Pipe(line) Dream || Peter Zeihan

The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4p9kQNL Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/coll

The U.S. and Ukraine Make a Drone Deal || Peter Zeihan

The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4glafgg Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all W

Korean Exports Skyrocket Thanks to AI || Peter Zeihan

Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4oW3cg4 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections

Status Update on the Persian Gulf || Peter Zeihan

Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fh62ZO Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars

Those Iranian Oil Tankers are Sitting Ducks #shorts

Now, I'm not one to give targeting advice, but if the U.S. needed to do something that would force Iran to the negotiating table...I can think of a couple of really appealing targets. Click link below to watch the full video! #iranwar #crudeoil #shadowfleet #geopolitics

So You Want to Break Iran... || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find me on Social Media? Pa

The UAE Reads the Writing on the Wall #shorts

The UAE is learning to adapt to the changing global order. It appears that the Emirates have seen the writing on the wall and are now acting accordingly. Full analysis available for Analyst Tier members on Patreon.com/PeterZeihan #uae #geopolitics #emirates #iranwar

Will the Swiss Cap Their Population? || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://z

The U.S. Navy Is Built for War…Not This #shorts

We’re looking at a very different Tanker War than the one your daddy saw in the 80s. So, the only path forward is likely a political one. Click the link to watch Peter’s full video! #iranwar #crudeoil #crude #straitofhormuz #usnavy

This Ain't Your Father's Tanker War || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https:/

Piracy Makes a Comeback in the Red Sea #shorts

With a large share of the global oil supply offline, the U.S. preoccupied with the Iran war, and nobody else able to step in, I would expect things to worsen quickly. The Red Sea will quickly become a no-go zone. Watch full video at the link below ⬇️ #pirates #piracy #somalia #geopolitics

Welcome to Captain Phillips' Nightmare || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinar

Why U.S. Deployments in Germany Matter || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJy

Markets Flash Back to the Past || Peter Zeihan

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: https://bit.ly/48AiMY3 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https

El Jardinero Gets Trimmed by Mexican Authorities || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geo

Russia Tucks Tail in Mali || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshop

Japanese Weapons Are Open for Export || Peter Zeihan

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: Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopoli

The Iran War Approaches a Tipping Point || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.mys

Underwater Drones and the Future of Naval Warfare || Peter Zeihan

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 Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spot

America's Leg Up on Petrochemicals || Peter Zeihan

The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million barrels/day shortage is taking a toll. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sQt6Cg Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here

OPEC Loses Its Most Valuable Member #shorts

With the UAE exit, OPEC has officially lost most influence it still had over global oil markets... Full analysis available exclusively for Analyst Tier members on Patreon.com/PeterZeihan #uae #opec #crude #crudeoil #geopolitics

The Return of Kremlin Terrorism || Peter Zeihan

During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in Ukraine suggest a return to old habits could well be happening. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48K69JS Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Pur

Italy Gives Trump the Cold Shoulder || Peter Zeihan

Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is the Italians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cH3gLa Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopol

California’s Coming Energy Crisis || Peter Zeihan

The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4tDwtOl Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collections/all Where to find

Iran War Winners and Losers: North American Energy || Peter Zeihan

As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/489rNHd Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.c

Guam and the Practical Impact of Climate Change || Peter Zeihan

I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dXN5LP Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.myshopify.com/collect

Is Cuba Next? #shorts

The U.S. has begun new negotiations with Cuba, presenting sweeping demands with a looming deadline later this week. Full analysis available exclusively for Analyst Tier members on Patreon.com/PeterZeihan #havana #cuba #trump #geopolitics

A New Era in Hungary: Orbán Gets the Boot || Peter Zeihan

A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter Magyar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sAQK5z Where to find more? Join the Patreon: https://www.patreon.com/PeterZeihan Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Webinars Here: https://zeihan-on-geopolitics.m