The Peter Zeihan Podcast Series

Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4byhxKT

Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer production disruptions in the Persian Gulf. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3NEtJk2

Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with ground operations is just too risky. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/477h7IL

The Supreme Court ruled Trump's tariffs were illegal, forcing the administration to do things...the right way. Welcome to Section 301 investigations. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lCaOCU

The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4seVsGP

Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sMNEfD

Sweden has seized its first shadow fleet vessel. They even went after a bulk carrier rather than a tanker. As more countries join in on the crackdown on Russia's shadow fleet, the dominoes are beginning to fall. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

There have been two major developments involving India, Russia, and the Iran war being conflated. These are two separate issues altogether. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now. Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4bhti75

Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in the United States' security guarantees. But there are major obstacles in the way. Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cDYaB4

The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS. Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4s2SVzJ

As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/47yhWu4

The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40EeUk9

Panama has taken control of the port facilities previously run by a Chinese company after the courts ruled the original contracts were secured through bribes. This move reaffirms U.S.–Panama relations, as a U.S. ally is now operating the ports. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3P7ck3B

The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aHoV6c

I hate to say it, but we still haven't located the fountain of youth. Unfortunately, that means there's no current medical breakthrough that will meaningfully reverse the global demographic problem. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qQOcPZ

The Trump administration has accused China of conducting a small nuclear test in 2020. The claim is that a seismic event was detected in Western China around that time. A lot is going on here, so let's unpack it. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3ZLIYKv

Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3MCfFqM

Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aOeVH6

Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting Starlink terminals to drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kLNxhC

Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/46MOb8z

Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kG7MNG

The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Zzf1gs