The Peter Zeihan Podcast Series

The Russians had an oopsie with the launch pad at their main heavy-lift launch site following the launch of their Soyuz MS-28 spacecraft heading for the ISS. The unintended destruction of this launch pad cripples Russia's space capabilities. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4iHrUOa

2025 has been full of surprises. And honestly, given today's headline, I wouldn't be surprised if pigs started flying next. We now have Israel defending Germany. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pLGfvm

While we Americans were carving up our turkeys last week, the Canadians had a political breakthrough. The Prime Minister and the Alberta Premier made a compromise to advance a new pipeline route for Alberta's heavy crude. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4rExllc

When the US starts publicly admitting to war crimes, we ought to pay attention. So, let's look at what's going on with Venezuela. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4rzk7pR

Ukraine expanded its attacks on Russian energy infrastructure to include facilities tied to the Caspian Pipeline Consortium (CPC), as well as the shadow fleet of tankers that Russia uses to bypass Western sanctions. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48vCOC3

If I were tasked with finding a location for a US-based semiconductor fabrication facility, where would I put it? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48eYy6g

I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that's not the cause of the impending global depression...the tariffs are just accelerating the timeline. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3XsWMZc

Space debris recently struck China's Tiangong space station. Given the congested nature of the ~350km altitude band, this collision is a warning of what might come to low Earth orbit (LEO). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4435jWp

The US and South Korea have struck a deal for the US to help build nuclear-powered submarines for the Koreans. The US has kept this technology close to the chest for a long time, with the access list now a whopping two countries long: Australia and South Korea. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/484AVgO

Both the Ukrainians and the Russians will hate this plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Ma1ZCB

Last chance to access our biggest discount of the year! Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Cyber Monday Sale: https://bit.ly/PZBFSale *Sale ends at 11:59PM ET Doubling the US industrial capacity requires 50% more electricity...already a high barrier to entry. If we want to throw in some new data centers, add another 25-50% on top of that. No small feat. Fu...

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale: https://bit.ly/PZBFSale The world we've known and loved is going away, which means the US will have to pull itself up by its bootstraps and get to work...because there is a massive defense buildout and reindustrialization looming on the horizon. Full Newslett...

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale: https://bit.ly/PZBFSale The US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else? Full Newsletter: https://bit.ly/4ijvhdS

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale: https://bit.ly/PZBFSale Despite New Mexico's hot air balloon festival and dramatic landscapes, there's not much else going for the state. They rank low on economic and social indicators, they have an arid climate, they're navigating complex racial and tribal...

Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been dipping into the US or EU aid...this dates back long before all that started flowing in. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3X7C15a

Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in size to the US Wasp-class. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4i8G0bh

Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4nXW8gV

Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pjcFgH

We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/49SbbFq

The AI race has been all the rage, but what if we were racing ourselves straight into regression? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hYjNMV

ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4i2oaXs

The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4nR3DGv

For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot going for it. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3JrrLl1

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML’s new High-NA EUV lithography machines. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3WHTHUB

The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss! Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/43ekKKV