The Peter Zeihan Podcast Series

There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put that one to rest. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3LC3Ujq

Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade, because this is an overt political bribe. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Lwn8a2

With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some "extra attention." So what countries could be next on the list as the US reasserts regional dominance? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3LlsJ36

Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to military exhaustion. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3YTUy5E

Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to offset low birth rates and prevent pension/workforce collapse. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4snNLyI

"Death to the dictator" chants have broken out during the protests in Iran, indicative of the broader economic and political strain throughout the country. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pkol2g

Venezuela only has one realistic path forward: Oil. That doesn't mean it's a sure thing, though. So, let's lay it all out. Full 12 minute analysis available exclusively on Patreon ➡️ https://bit.ly/3Ny2ln9

Recent data out of Washington shows the US economy is growing faster than expected, but let's lift the hood on these numbers. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aJbx1T

Trying to figure out what foreign policy will look like after Trump is a fool's errand. With no strategic consensus or institutional planning capacity, the US is stuck in a car without brakes, a driver, or a steering wheel. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3YNSThX

If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve the current Chinese demographic crisis? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49BPg3V

Following the recent attacks on US troops in Syria, the question of the day is: Why does the US continue to maintain a presence there? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/44Kkfcj

Japan is restarting the world's largest nuclear power plant, after a 15-year shutdown following the Fukushima disaster. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3MWOrL5

Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pMHcnD

US labor data shows a slowdown in job growth, but given the recent changes to the Department of Labor, who knows if we can trust it. Regardless, labor patterns are definitely looking off... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qgWvES

Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3MJ2gNg

The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48WIODZ

Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and has neglected all the important details. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4p3bS2R

We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a nuclear power plant. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/45byYNo

Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4ajhwtU

Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation. The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term t...

We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies. The gadgets and gizmos that fill our homes rely on highly complex supply chains, with most of that work happening in Asian countries. Any disruption to these interconnected networks could send devastating ripple effects down the line. US Tariffs on Asian impor...

With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4aiq988

Should the war in Ukraine result in a Russian loss, what will the future hold for Russia? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pwZt8b

The newly released national security document from the White House is more of a culture-war manifesto than a strategic guide for US foreign policy. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3KTsX12

Let's discuss what China's potential invasion of Taiwan would look like. Should China attack, both Biden and Trump have been explicit that the US would intervene economically and militarily. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3KQthh1