The Peter Zeihan Podcast Series

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

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

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

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:

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

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

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

Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cbWE8C

When Marjorie Taylor Greene, Tucker Carlson, and Alex Jones all turn on Trump on the same day...it's worth looking into. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/424e5Ss

China is out building sand castles again in the South China Sea, and I bet you can guess how it's going to end. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4ekeF5W

The blockade of Iran has officially begun. The first day was a bit slow, but this remains a monumental move by the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sH96SF

The global energy crisis has moved from theoretical to very real. As the last shipments sent before the war begin to arrive, we are now hitting a turning point in the energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sodi9N

Just because Trump is finally purging some of his administration doesn't mean that the problems are going away. The core issue still exists: Trump prioritizes loyalty and praise over competency and experience. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4bWT41Z

The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4meB4U1

A cornerstone of modern globalization, the World Trade Organization (WTO), is collapsing. Following the Cold War, the post-WWII system needed a legal system to enforce trade rules, so the WTO was born. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4vaKeoS

Trump's latest statement telling countries to secure their own oil dismantles the very fabric of the global order. We'd be stepping away from the post-WWII system where the U.S. provided security for everyone, so economic growth could be the priority. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c4puXe

Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground invasion to actually control Iranian production. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dtlF05

Iran was able to successfully strike Prince Sultan Air Base, which is a U.S. base in Saudi Arabia. And guess who supplied Iran with the targeting data necessary to carry out the strike? The Russians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lZB2PS

The British-led effort to reopen the Strait of Hormuz by forming a coalition without U.S. involvement is just unrealistic. Most countries lack the naval power to do this, and even if the coalition could assemble the ships needed, countering Iran's drones and missiles would be extremely difficult. Protecting shipping and reopening the strait would require naval escorts and control of vast stretches...

European efforts to build trade systems that exclude the U.S. are inherently flawed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/413Yzpe

Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40XWUl6

The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be looped in. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40RY3L0

Buying your first home is one of those major milestones that your parents and grandparents probably didn't even think twice about. Now, that milestone is slipping further out of reach for the average American. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dPbkeK

The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c4bHRw

If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sB6eYq