The Peter Zeihan Podcast Series

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

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

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

U.S. Oil Export Restrictions Coming Soon || Peter Zeihan If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/44DVFsY

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 Ru...

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