The Peter Zeihan Podcast Series

We are taking a question from the 'Ask Peter' forum today - am I worried about Ukraine's dwindling weapon's supplies in light of what's going on with the US Congress? Yes, yes I am. Full Newsletter: https://mailchi.mp/zeihan/us-congress-dysfunction-blocking-aid-to-ukraine

Finnish politics are not something that often make the headlines, but with a marked shift away from “Finlandization” (when a smaller country remains neutral to appease a larger and more powerful neighboring country) comes some unfamiliar coverage. Full Newsletter: https://mailchi.mp/zeihan/finnish-presidential-elections-and-anti-russian-sentiment

Ukraine managed to sneak some drones by Russian air defenses and hit the Ust-Luga oil refinery and loading facility. The attack didn't cause significant damage, but it disrupted production and shipping operations. Ask Peter your question here: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/ukraine-attacks-russian-energy-terminal

Today we're talking about the Indians and pirates - sorry sports fans, not those ones. India launched a successful counter-piracy operation off the coast of Somalia, which has helped reaffirm its global strategic importance, but raised some eyebrows in the process. Full Newsletter: https://mailchi.mp/zeihan/indias-counter-piracy-operation-a-geopolitical-wormhole

Today, we're looking at the US natural gas market based on energy data from 2023. The US natural gas market was remarkably stable in 2023, so being the world's largest producer and exporter of natural gas has its perks. Full Newsletter: https://mailchi.mp/zeihan/us-natural-gas-and-global-energy-supplies

The largest Greentech power generation system in the hemisphere is under construction in New Mexico. SunZia has raised $11 billion for this project and aims to generate 3.5 gigawatts of wind power for the NM, AZ, and CA energy markets. Full Newsletter: https://mailchi.mp/zeihan/how-to-do-greentech-well-the-sunzia-wind-farm

We're talking about an area in northern Europe fractured by history - the Scandinavian region. What was once a series of powerful and interconnected Viking port cities has been a fairly sleepy backwater for the past 300 years...but it might be time for a family reunion. Full Newsletter: https://mailchi.mp/zeihan/scandinavia-after-america

With cold fronts rushing through much of the country, the Texas power grid had lots of eyes on it this past week. Thankfully, some "updates" over the past couple years have helped the Texans avoid catastrophe. Full Newsletter: https://mailchi.mp/zeihan/texas-did-not-fall-down-energy-grid-updates

When one of your best options for securing an energy supply route is with the Pakistani Taliban, you know you've got some problems. So go ahead and add that one to China's ever-growing list of 'shit to figure out.' Full Newsletter: https://mailchi.mp/zeihan/chinas-energy-problem

We're back with part two of Russia's missile-sourcing escapade. Today we're looking at the specifics of these North Korean missiles and their significance. Full Newsletter: https://mailchi.mp/zeihan/north-korean-missiles-heading-to-russia-part-two

The Russian military industrial complex can't keep up with the demands of the Ukraine War, so the Russians are sourcing large quantities of short-range ballistic missiles from North Korea and Iran. Full Newsletter: https://mailchi.mp/zeihan/why-are-the-russians-shopping-for-missiles

Next on the list in our 'Post-American' series is Sub-Saharan Africa. This region is filled with geographical challenges, slow growth and development, and several other obstacles, but a handful of countries will be alright. Full Newsletter: https://mailchi.mp/zeihan/sub-saharan-africa-after-america

Things in the Red Sea have ramped up yet again. The Houthis, who are an Iranian-backed Shiite group in Yemen, launched a series of missile and drone attacks on international shipping. Early today, the United States conducted a retaliatory air assault on Houthi targets. Full Newsletter: https://mailchi.mp/zeihan/us-navy-strikes-houthi-forces-in-yemen

I had a handful of y'all point out that not everyone in the recent Chinese purges was targeted for political reasons; instead, many of these folks are facing corruption charges. Full Newsletter: https://mailchi.mp/zeihan/how-extensive-is-the-corruption-in-the-chinese-military

Xi Jinping is doing his best Darth Vader impression and has the Chinese military in a force choke. After purging the system of anyone who can think, all that remains is the shell of a Defense Minister (now a press secretary for military diplomacy) and the "real" decision makers - the Central Military Commission - chaired by none other than Xi himself. Full Newsletter: https://mailchi.mp/zeihan/cha...

No proper discussion of American politics is complete without mentioning the Independents. While their voting patterns have been historically predictable, Trump has Independents shaking things up a bit. Full Newsletter: https://mailchi.mp/zeihan/what-power-do-the-independents-have-over-trump

If you watched yesterday's video, then you already know that Donald Trump has no shot at winning the general election (assuming he's not DQ'd or in jail). Today, we're looking at WHY Trump can't get elected. Full Newsletter: https://mailchi.mp/zeihan/the-breakdown-of-the-republican-coalition

As I recorded this video on January 6th - it was inevitable that we'd be talking about Trump's involvement in the insurrection. Specifically, we're breaking down the Colorado Supreme Court ruling disqualifying him from running for office. I'll try to keep my opinions on this situation to myself, but Trump's challenging of the state-level prerogatives is too ironic not to mention. Full Newsletter:...

Arguably the most brutal battle of the Ukraine War is now in its fourth month: the battle of Avdiivka. Let’s take a deep look at its strategic importance for both sides. Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-the-battle-of-avdiivka

There's been a bombing in Iran that targeted the gathering for the four-year anniversary of Qasem Soleimani's death. The attack resulted in at least 100 deaths and another 100+ injuries. Full Newsletter: https://mailchi.mp/zeihan/bombing-in-iran-at-soleimanis-death-anniversary

The Australians are one of the few countries that will stay under the United States' wing as the Order collapses, but they have a few things to figure out first. Full Newsletter: https://mailchi.mp/zeihan/australia-after-america

Next up in our ‘Post-America’ series is Argentina. I'm pretty optimistic about Argentina's future...they just need to get out of their own way. Full Newsletter: https://mailchi.mp/zeihan/argentina-after-america

Countries across the globe have all benefited from the global order, but what happens when it comes crashing down? Thankfully for India, they are one of the few countries that will avoid much of the suffering. Full Newsletter: https://mailchi.mp/zeihan/india-after-america

Today's country shouldn't come as a surprise to anyone. Sure, Turkey has been relatively silent over the past 70 years, but as American guardianship of the global seas declines, Turkey will reemerge as a dominant power. Full Newsletter: https://mailchi.mp/zeihan/turkey-after-america

For our next installment in the 'Post-American' series, we're looking at Northern Africa. This region only has a few countries that will turn out alright and a lot that will hurt for some time. Full Newsletter: https://mailchi.mp/zeihan/northern-africa-after-america