The Peter Zeihan Podcast Series

The Iranians have seized the Advantage Sweet, a Turkish-owned oil tanker carrying roughly 800,000 barrels of Crude. The press release (or should I say 'slap on the wrist') issued by the US Navy should have the Chinese very concerned about their supply lines. Full Newsletter: https://mailchi.mp/zeihan/iranian-seizure-of-oil-tanker-could-spell-disaster-for-china

To sell military equipment to the Russians, you have to be able to check a couple of boxes. First, you can't be worried about the political blowback from partnering with a genocidal, war-hungry country. Second, you either have a lot of extra supplies or are not worried about entering a war yourself. Full Newsletter: https://mailchi.mp/zeihan/russia-almost-gets-military-supplies-from-egypt

I think I've found my favorite trail snack - Kikorangi Triple Cream Blue from Kapiti - I swear it will turn a 15-mile trek into a brisk walk. It just goes to show that as the world's top dairy exporter, New Zealand has its s*** figured out... Full Newsletter: https://mailchi.mp/zeihan/the-new-zealand-dairy-industry

The terrain in northern Russia complicates building infrastructure enough. But in the aftermath of the Ukraine War (and without the West's involvement), I wouldn't expect this critical infrastructure in Russia to come back online in the next decade. Full Newsletter: https://mailchi.mp/zeihan/crumbling-infrastructure-in-the-russian-taiga

The economics of green energy are vastly different from traditional fossil fuels, and we must understand their differences if the transition to green energy will ever be successful. Full Newsletter: https://mailchi.mp/zeihan/the-economics-of-green-energy

The demographic situation in the Middle East can be explained by three factors: water, oil, and food. Water prevented the population from expanding. Oil generated the capital needed to industrialize and help the population grow. Food security will ruin all of this. Full Newsletter: https://mailchi.mp/zeihan/demographics-part-10-problems-in-the-middle-east

Let's talk about El Salvador's new mega-prison filled with gang leaders, drug traffickers and the worst of the worst. Sounds great, right? Lock up the bad guys and throw away the key...but they may have just opened a whole new can of worms. Full Newsletter: https://mailchi.mp/zeihan/the-mega-prison-of-el-salvador

What do Chicago, Denver, and DFW all have in common? Yes, they are all major metro areas in the US, but more importantly, they're colocated with green energy sources. As the world adopts more and more clean energy, these regions with localized energy sources will have a huge leg up on places that don't. Full Newsletter: https://mailchi.mp/zeihan/clean-energy-in-chicago-why-windy-suburbs-matter

That pan-shaped state above Texas offers much more than just tornados and sports. The Sooner State has done most of the heavy lifting in establishing itself as an agricultural, precision manufacturing, and energy state. All that to say, Oklahoma is not only a leader in the US but globally as well. Full Newsletter: https://mailchi.mp/zeihan/sooner-or-later-oklahomas-time-to-shine

Worried AI is going to steal your job and kick you to the curb? If you watched the video, you can probably see why I'm not worried about my job security. While AI is going to change the way we do a lot of things, it still needs some time before it's cracking the kind of nuanced jokes I'm famous for. Note: This video was recrorded prior to the GPT-4 update. Full Newsletter:

The American Southwest is primed to be one of the largest beneficiaries of the changes caused by deglobalization. However, everything in the American Southwest depends upon one thing...WATER. Full Newsletter: https://mailchi.mp/zeihan/the-water-crisis-in-the-american-southwest

Europe's energy situation looked pretty dire last year as concerns began to mount over the impending winter season. Thankfully they dodged a bullet this year, but how many more bullets can the Europeans dodge? Horrible views today up on the Isthmus Peak Trail in New Zealand. Full Newsletter: https://mailchi.mp/zeihan/dire-straits-energy-in-europe

The CCP is always watching...and no, I'm not talking about spy balloons today. Under the law in China, any company must cooperate with the government. So if you've got TikTok on your phone, you may want to watch your back. Full Newsletter: https://mailchi.mp/zeihan/theyre-watching-you-the-tiktok-ban

The advanced developing world is about to have its moment. We're talking about India, Turkey, Indonesia, Vietnam, and Brazil. These countries were a little late to the global scene, but now it's their time to shine, hopefully... Full Newsletter: https://mailchi.mp/zeihan/demographics-part-9-the-advanced-developing-world

Anytime Russia and nukes are mentioned in the same sentence...the world pays attention. But does moving some Russian nukes to Belarus inherently change Putin's military posture? Full Newsletter: https://mailchi.mp/zeihan/russia-moves-nukes-to-belarus

The week's major news is that French President Macron is trying to bring Chinese President Xi to his senses. As Macron urges Xi to drop his support of Putin and the Russian war on Ukraine, we need to see why this conversation is even happening. Full Newsletter: https://mailchi.mp/zeihan/macron-tries-to-reason-with-a-failing-china

For those following Chinese relations, you've probably heard that Honduras just dropped its recognition of Taiwan to establish ties with mainland China. President Tsai responded with a trip to Central America to shore up diplomatic support, but will any of this determine the status of relations between Taiwan, China, and the rest of the world? Full Newsletter: https://mailchi.mp/zeihan/taiwan-lose...

Between geographical barriers, neutral countries, and bloody history, the European space has historically been disconnected. Now that central and western Europe is forming a coalition against the Russians...Putin should be shaking in his boots. Full Newsletter: https://mailchi.mp/zeihan/building-the-anti-russian-alliance

Finland got the green light and has officially become NATO's newest member. While the Finns are breathing a sigh of relief, we must consider how this could change the scope of the war. Full Newsletter: https://mailchi.mp/zeihan/finland-natos-newest-member

By the time you see this, I'll already be on the other side of the world, so I figured it was the perfect opportunity to talk politics...specifically, who will walk away with the 2024 US Presidency. Full Newsletter: https://mailchi.mp/zeihan/the-winner-of-the-2024-us-presidential-election-is

If you want to become a dictator one day, be sure to listen. The week's big news is that the judicial reforms being pushed by Israel's Prime Minister, Benjamin Netanyahu, have been put on hold. This was recorded just outside Manapouri in New Zealand. Full Newsletter: https://mailchi.mp/zeihan/how-to-stop-a-dictator-upholding-israels-judiciary

Despite the threat a Russian victory over Ukraine poses to Turkey, they are taking a far different approach to international affairs than Japan...and it makes a lot of sense when you take a broad look at Turkey's geopolitical situation. Full Newsletter: https://mailchi.mp/zeihan/turkey-navigates-the-ukraine-war

As Japan prepares for the G7 Summit, the topic on everyone's mind is the Ukraine War. By providing aid to the Ukrainians, the Japanese have given us a glimpse into how far the country has come and how they strategically positioned themselves for the years to come. Full Newsletter: https://mailchi.mp/zeihan/japan-prepares-for-a-changing-world

Russia has long operated under the guise of "strategic partnerships" to keep its enemies within striking distance. Putin and Xi's partnership is no different. However, only time will tell who will end up with the knife in their back. Full Newsletter: https://mailchi.mp/zeihan/the-russian-chinese-partnership

The demographic outlook of Southeast Asia is one of the best in the world. It's one thing to have a single country with solid demographics but put all of Southeast Asia together, and the region's strength amplifies. Full Newsletter: https://mailchi.mp/zeihan/demographics-part-8-optimism-for-southeast-asia