The Peter Zeihan Podcast Series

Today, we're peeling back another layer of the U.S. immigration onion - Venezuelan immigrants. Full Newsletter: https://mailchi.mp/zeihan/the-southern-us-border-venezuelan-immigration

In the early hours of October 13, Israeli military officials issued an evacuation order for the residents of Gaza City, a sprawling metropolis with over 1 million people. Full Newsletter: https://mailchi.mp/zeihan/israel-hamas-and-gaza

The Greentech industry has reaped the benefits of cheap capital for years, but that's all changing as demographics take a turn and investment patterns start to shift. Full Newsletter: https://mailchi.mp/zeihan/why-rising-capital-costs-could-kill-greentech

As the US pulls manufacturing from China, we'll look to Mexico City to fill that void. This region not only holds over half of Mexico's population but also represents the largest untapped workforce globally. Full Newsletter: https://mailchi.mp/zeihan/why-the-us-needs-mexico-replacing-chinese-manufacturing

The future of Deutschland is not looking bright. Three unsolvable problems will lead to Germany's collapse as a modern economy in the coming 20 - 30 years. Full Newsletter: https://mailchi.mp/zeihan/the-end-of-germany-as-a-modern-economy

If you've read my latest book, you know that a driving force behind deglobalization is the US Navy stepping away from its role as patroller of the world's oceans. Full Newsletter: https://mailchi.mp/zeihan/deglobalization-the-us-navys-withdrawl-as-global-protector

Hamas, a terror/political group (depending on your politics), has launched an attack on Israel. This has been a multi-faceted attack spanning land, air and sea. Prime Minister Netanyahu has declared war on Hamas as a result. Full Newsletter: https://mailchi.mp/zeihan/hamas-attacks-israel-and-netanyahu-declares-war

If you're keen on finding a place that has been put through the rinse cycle by the Russians more than a few times, look no further than Moldova. Full Newsletter: https://mailchi.mp/zeihan/russia-might-lose-its-influence-in-moldova-and-transnistria

While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired. Although oil exports have dropped by 10%, several factors have skyrocketed Russia's earning potential. Full Newsletter: https://mailchi.mp/zeihan/russian-oil-thrives-despite-european-sanctions

Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver. Russia's natural gas state monopoly, Gazprom, has just reported its lowest output levels since 1978.Full Newsletter: https://mailchi.mp/zeihan/european-sanctions-cause-russian-natural-gas-collapse

The fate of the European Union will likely be decided in the coming week; if that doesn't pique your interest, I'm not sure what will. Full Newsletter: https://mailchi.mp/zeihan/the-european-union-will-it-adapt-or-die

Well, it sounds like the US finally decided to join in on the fun and make a lithium discovery of their own. This deposit is - supposedly - the largest ever, and it is located in the McDermitt Caldera near the Oregon-Nevada border. Full Newsletter: https://mailchi.mp/zeihan/us-discovers-huge-lithium-deposit-what-it-means

As of September, Putin has sufficiently disrupted Ukraine's grain exports and overall agricultural sector. Meanwhile, the Russians were bolstering their wheat exports, so global supply has held steady, and prices are still down. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-russia-targets-grain-and-power-grid

There's been a surge in coups throughout African countries, and there's a common thread connecting them - most are former French colonies. Full Newsletter: https://mailchi.mp/zeihan/african-coups-will-the-french-get-involved

Trying to predict what the Chinese system will look like as it collapses would be a fool's errand, but exploring China's housing market in this context could be fruitful. Full Newsletter: https://mailchi.mp/zeihan/the-chinese-collapse-a-housing-overbuild

China invading Taiwan isn't a new topic, but would China ever use this war as a diversion or distraction? This is an unlikely scenario, but as long as Xi is in charge, we must consider every possibility. Full Newsletter: https://mailchi.mp/zeihan/chinas-diversionary-war-with-taiwan-the-good-bad-and-ugly

Today, we’re looking at Chechnya’s tumultuous history with Russia and what the future might hold. After two wars, a few decades of nominal Russian control and ruthless leadership, the tides might be turning for Chechnya. Full Newsletter: https://mailchi.mp/zeihan/chechnya-russias-influence-and-a-volatile-future

Today, we're looking at some of the recent developments and shifting dynamics in the South Caucasus. The assault on Armenian-controlled Nagorno-Karabakh appears to be a tidy victory for Azerbaijan, but there's more at play here. Full Newsletter: https://mailchi.mp/zeihan/armenia-vs-azerbaijan-unpacking-the-nagorno-karabakh-conflict

Is the hydrogen economy really the future? Or Is it all a farce? I don't want to get too far ahead of myself, but it's somewhere in between...Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-hydrogen-the-future-of-energy

My walk along the railroad tracks inspired some pondering on why rail gets such a bad rap. Yeah, I know it's not as fast as planes OR as versatile as vehicles OR as cheap as water...but that doesn't mean there's no place for it. Full Newsletter: https://mailchi.mp/zeihan/transport-the-economics-and-politics-of-railroads

Well, my attempt at prepping a video this morning and getting ahead of a brewing war between Armenia and Azerbaijan has failed. Hostilities broke out within minutes of me finishing the recording, but here's what's what...Full Newsletter: https://mailchi.mp/zeihan/war-breaks-out-between-armenia-and-azerbaijan

It's time to come out from under your rock and face the music - China is collapsing. If that comes as a shock to you, watch this video to get up to speed. Full Newsletter: https://mailchi.mp/zeihan/dont-be-surprised-by-chinas-collapse

In case you need something to stress about today, we'll be looking at the history of arms control treaties and today's lack thereof. Full Newsletter: https://mailchi.mp/zeihan/what-happened-to-the-arms-control-treaties

Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east of Russia. Besides boosting each other's egos and gossiping a bit, it looks like the main discussions revolved around North Korea providing military assistance to Russia in the form of artillery shells. Full Newsletter: https://mailchi.mp/zeihan/north-korea-to-provide-russia-with-military-aid

If your kids need poster boards for an upcoming school project, you may want to visit the supply store before the autoworkers hit the picket lines. With a strike looming, let's break down the economic and political consequences. Full Newsletter: https://mailchi.mp/zeihan/autoworkers-strike-the-unions-rising-influence-in-america