The Peter Zeihan Podcast Series

Trump has adopted a leadership style similar to that of Xi Jinping and Vladimir Putin. That means power is solely concentrated around him, and the party ideology and institutional foundation have been weakened. Without Trump, the Republican Party has no life force. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfJppF

On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials view things through a narrow lens corresponding to their background, such as business or academia. So, that's the baseline here. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UuDIvr

Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice, Genoa, Pisa, and Amalfi. So, what can we learn from the glory days of the spice trade? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dnPf63

Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the U.S. build reserves, but it's a classic case of giving the man a fish vs. teaching him how to fish. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4xOUjZt

If China and Russia are so buddy-buddy now, why don't they build pipelines across Siberia to bypass the Persian Gulf? There are more issues than I can cover in this video, but here are a couple... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3SuRttr

Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship identities, transponder data, routes, and ports from these companies, Ukraine can strike unidentified vessels with a high degree of confidence. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cs4P09

The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million barrels were never used for its intended purpose. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4AbUQGC

While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Evergrande's former chairman, and it tells you everything you need to know about China's failing real estate system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c8Jhpi

A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including refineries and key infrastructure, vulnerable to Ukrainian attacks. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cJ7y5m

Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UYvZ8M

Following the dumpster fire that was the Iran war, the U.S. is contemplating how and where to redeploy forces to the Middle East. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/45MUx7b

It's always something in the Middle East...and today, it's Syria. Israel and Turkey are competing over what comes next for this country. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4gmboT4

I'm not sure how crossed your wires have to be to side with North Korea over South Korea, but that's exactly what Trump did over the weekend. So, what will this mean for the future of U.S. and South Korean relations? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c5fXzX

Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4gF7t58

Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2 rockets, as well as electronics and precision testing. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wz0xuY

The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zpkuaf

The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn't want Ukraine to do it better. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qtxJD0

Pakistan, Turkey, and Saudi Arabia are entertaining a NATO-style mutual defense pact. While this alliance might not be practical at this moment, it's a much different conversation in the long run. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fXxzA1

The first of Russia and Iran's aging shadow fleet is sinking. The tanker is carrying ~1 million barrels of crude bound for India, but that oil is already leaking into the water off the Omani coast. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fSbqTM