The Peter Zeihan Podcast Series

What if I told you that Brazil's new tropical strain of wheat could cause the most significant shift to the technological power balance the world has seen in the past two centuries? Full Newsletter: https://mailchi.mp/zeihan/peters-recap-june-week-1

In mid-May, the US Trade Representative established a trade initiative with Taiwan. While this isn't a full-blown trade deal, it represents the shift in US policy towards recognizing Taiwan as an independent country. Full Newsletter: https://mailchi.mp/zeihan/taiwan-and-the-us-reach-a-trade-deal

There's a canal that runs from Kherson to the Crimean Peninsula and serves as the area's sole irrigation water source. And with how dry the region is, this canal is critical to the Crimean Peninsula. Full Newsletter: https://mailchi.mp/zeihan/ukraine-qa-series-canal

There's one massive hole we'll need to fill if the green movement will ever work in the US...mineral resources. Thankfully we just struck a deal with our Aussie allies, who happen to have many of the key minerals and resources we need. Full Newsletter: https://mailchi.mp/zeihan/australia-strikes-a-greentech-deal-with-the-us

A group of ethnic Russians opposed to Putin's government joined forces with Ukraine and launched an assault across the border into the city of Belgorod. There are three main takeaways from this cross-border attack. Full Video and Newsletter: https://mailchi.mp/zeihan/russian-partisans-attacked-the-city-of-belgorod

As the world's largest oil exporter, Saudi Arabia has learned a few tricks to curry favor from different countries. Their most recent endeavor is accepting the Chinese Yuan as payment for a few hundred million barrels of oil... Full Newsletter: https://mailchi.mp/zeihan/is-saudi-arabia-ditching-the-us-dollar

The topic of de-dollarization is like the weird cousin no one wants to talk to at parties. They only come around once every year or two, and most of what they say is complete bulls***. But when the day comes that you need to take that weird cousin (aka de-dollarization) seriously, here are the three factors to look out for. Full Video and Newsletter: https://mailchi.mp/zeihan/the-truth-about-de-do...

We're talking US politics today, and for those who don't eat, sleep, and breathe politics (aka having a life), it's about the debt ceiling. Spoiler Alert: It will probably end the same way it always does... Full Newsletter: https://mailchi.mp/zeihan/the-debt-ceiling-issue-will-the-us-gov-default

We're wrapping up our Ukraine War Q&A series with the most depressing question yet...how long can this war last? I have three answers for you...the dark, really dark, and truly dark. Full Video and Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-6

The fifth question of the Q&A series is...who is the ultimate provocateur in the Ukraine War? And I really hope this answer doesn't surprise anyone. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-5

The fourth question of the Q&A series is...why am I so worried about agriculture exports coming out of Ukraine? And if you get foodstuffs from Ukraine, why you should be really worried... Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-4

The third question of the Q&A series is...what's going on in the city of Bakhmut? The city is in ruins, the bodies are stacking up, and the Russians still don't have much to show for it... Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-3

Russia launched a volley of missiles into Ukraine overnight, and Ukraine was able to shoot down all the Kinzhals in the strike. Full Newsletter: https://mailchi.mp/zeihan/ukraine-shoots-down-russian-missiles

The second question of the Q&A series is...if Russia is such a massive producer of oil and oil products, why are we wasting time discussing supply issues? Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-2

Question number one of the series is...what happened to the half million Russian soldiers I predicted would hit the battlefield by June? Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-1

Turkey's presidential elections are upon us. President Erdogan has run the country for nearly 20 years, but his challenger, Kemal Kilicdaroglu, hopes to shake things up. This could very well be a turning point for Turkish politics. Full Newsletter: https://mailchi.mp/zeihan/turkeys-presidential-elections

When a country views a conflict as existential, putting a timeline on it is nearly impossible. So no matter how well (or bad) this Ukrainian counter-offensive plays out, we are only at the beginning of a long, drawn-out war. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-updates-part-3-whats-next-for-russia

Ukraine has done all the prep work to launch its counter-offensive against the Russians. Now they just need Mother Nature to do her part and let the ground firm up. So, I would expect the tanks to roll out at the end of May or June. Full Newsletter and graphic: https://mailchi.mp/zeihan/ukraine-war-updates-part-2-the-counter-offensive

The headlines of the week are all looking at the "Imminent Ukrainian Counterattack," and while there are many reasons to expect action from both sides....let's focus on the inevitables for today. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-updates-part-1-the-inevitables

With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn't just another money grab; it's a move to take control of the production process and move along the value-add chain. Full Newsletter: https://mailchi.mp/zeihan/chile-plans-to-nationalize-its-lithium-industry

We’ve poked holes in the US system and talked about Russian intelligence declining, so today, let’s look at what the US dominates: signal intelligence (SIGINT). Full Newsletter: https://mailchi.mp/zeihan/the-united-states-dominates-signal-intelligence

The Soviets once boasted the most intricate and prolific human intelligence network in the world, but things have taken a turn since the end of the Cold War. So why can't Putin's Russia keep pace with its predecessors? Full Newsletter: https://mailchi.mp/zeihan/russian-intelligence-capabilities-in-decline

What happens when you give a 21-year-old access to TOP SECRET documents? They end up leaking those documents on a gaming chat platform...shocking. Full Newsletter: https://mailchi.mp/zeihan/top-secret-pentagon-documents-leaked-by-a-21-year-old

Since the onset of the Ukraine War, everyone's been checking under their bed and looking in their closet for the boogeyman - a.k.a Russian Hackers - but they haven't been there. Today's video is coming to you from Wānaka, New Zealand. Full Newsletter: https://mailchi.mp/zeihan/where-are-all-the-russian-hackers

When the International Monetary Fund (IMF) releases its least optimistic report in the last 50 years, alarm bells should go off for everyone. IMF's projected global economic growth for the next year is 2.8%, and for the next five years is only 3%. The scariest part is that these numbers are likely overly optimistic. Full Newsletter: https://mailchi.mp/zeihan/economic-growth-is-collapsing-around-th...