The Peter Zeihan Podcast Series

India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the bandwagon, marking the end of the shadow fleet. Join the Patreon here: https://www.patreon.com/PeterZeihan

The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3MknGjZ

Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and practically total control of the government for the next few years. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3O0pf7c

Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and counting planned bond issuance as income. But Japan isn't the only country facing debt issues. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/46FFeOd

The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4rALnTR

The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aeIJfH

The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4bCclWO

Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Zg90Fh

First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49WMsQ4

Is India overhyped or genuinely important moving forward? Well, you could make a case for both. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4a3K4Y1

Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Z7bTIt

The EU and India have struck a trade deal, but it’s not the breakthrough it's being made out to be. Just because you sign a trade deal doesn't mean that integration magically appears. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/45FjmCm

Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China's institutions are hollow. Join the Patreon here: https://www.patreon.com/PeterZeihan

France has seized a shadow fleet tanker suspected of carrying sanctioned oil under a false flag and has taken it to Marseille. Should this ship be formally impounded, the entirety of the shadow fleet would fall. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4q1N5fQ

We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels, not full agreements, and nothing has been ratified. However, the Mother Country is the main exception to this lack of trade talks. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/46ewiz4

The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into demographic decline, so let's see what the future has in store. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kazl19

Canada’s prime minister, Mark Carney, recently visited Beijing. This trip sparked rumors that Canada was ditching the US and buddying up with China instead. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49MDVhg

Trump’s pledge to roll back regulations isn’t inherently bad, but the way he’s going about it is problematic in just about every way. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49MDVhg

A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4b7HKA4

Japan has been dealing with long-term population decline for decades, and the latest report on births per woman dropping to 1.15 confirms that. However, there are some lessons we could all learn from Japan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3LNkAEC

Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pJxG3Y

Just because the US intervened in Venezuela doesn't mean that America will be abandoning its global military posture. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3LCDa2m

Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good old-fashioned squirrel killin'. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49nAK0M

Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades has given the United States anything it has asked for. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qjIw1J

Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo Petro. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qQRuDc