Shows / The Peter Zeihan Podcast Series
The Peter Zeihan Podcast Series
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s…
Episodes
The Peter Zeihan Podcast SeriesMoving Beyond the Patriot Missile || Peter Zeihan
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…
The Peter Zeihan Podcast SeriesA Post-American Alliance for the Middle East || Peter Zeihan
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…
The Peter Zeihan Podcast SeriesThe Shadow Fleet Is Sinking || Peter Zeihan
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…
The Peter Zeihan Podcast SeriesRussia Loses Its Foothold in Syria || Peter Zeihan
Russia's strongest military foothold and gateway in the Middle East is now gone. Russia has agreed to end its presence at the Latakia airport and Tartous port…
The Peter Zeihan Podcast SeriesIs This the End of U.S. Biofuels? || Peter Zeihan
The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, with…
The Peter Zeihan Podcast SeriesGlobal Energy Stressors: Can Anybody Help || Peter Zeihan
Are there any countries that might be able to ease the global energy stress? Saudi Arabia might be able to ramp up output, but Houthi attacks could take that…
The Peter Zeihan Podcast SeriesCan Shale Save the World || Peter Zeihan
The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached…
The Peter Zeihan Podcast SeriesGlobal Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan
As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of…
The Peter Zeihan Podcast SeriesGlobal Energy Stressors: Kazakh Oil Exports || Peter Zeihan
Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play…
The Peter Zeihan Podcast SeriesWhy I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan
Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Limits of China's Military Reach || Peter Zeihan
Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand its Navy to…
The Peter Zeihan Podcast SeriesLeaving the World Behind: Obama vs. Trump || Peter Zeihan
The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on…
The Peter Zeihan Podcast SeriesWhy Bypassing Hormuz is a Pipe Dream || Peter Zeihan
So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used…
The Peter Zeihan Podcast SeriesThe U.S. Can't Break the (Arctic) Ice || Peter Zeihan
Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here…
The Peter Zeihan Podcast SeriesSouth Africa's Immigration Problem || Peter Zeihan
While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective…
The Peter Zeihan Podcast SeriesUkraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan
Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the…
The Peter Zeihan Podcast SeriesHouthis Declare Open Season on Saudi Arabia || Peter Zeihan
The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here…
The Peter Zeihan Podcast SeriesUkraine Closes the Sea of Azov || Peter Zeihan
Ukrainian drone attacks have effectively shut down Russia's use of the Sea of Azov, which is a critical export route for southern Russia. Join the Patreon…
The Peter Zeihan Podcast SeriesChinese Marriage Data Confirms Demographic Crisis || Peter Zeihan
Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be…
The Peter Zeihan Podcast SeriesThe Demographics of Central Europe || Peter Zeihan
Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to…
The Peter Zeihan Podcast SeriesRussian Sleeper Cells Don't Scare Me || Peter Zeihan
The idea of sleeper agents being embedded in the U.S. is largely unrealistic. In contrast, the far more realistic threats that should concern you are…
The Peter Zeihan Podcast SeriesWhy Space and Data Centers Don't Go Together || Peter Zeihan
We've all seen the headlines lately talking about the proposed data centers across the U.S. While nobody wants these things in their backyard, putting them in…
The Peter Zeihan Podcast SeriesDefending Against Rising Sea Levels || Peter Zeihan
As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with…
The Peter Zeihan Podcast SeriesHow to Solve the Cocaine Problem || Peter Zeihan
It would appear that my suggestion for everyone to stop doing cocaine hasn't solved the problem, so let's look at some of the solutions others have proposed…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Naval Strategies || Peter Zeihan
Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely…
The Peter Zeihan Podcast SeriesSouth Korea Goes All-In on Drones || Peter Zeihan
The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to…
The Peter Zeihan Podcast SeriesLessons in Presidential Failures: Obama vs. Trump || Peter Zeihan
The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on…
The Peter Zeihan Podcast SeriesA Canadian Pipe(line) Dream || Peter Zeihan
The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options. Join the Patreon…
The Peter Zeihan Podcast SeriesThe U.S. and Ukraine Make a Drone Deal || Peter Zeihan
The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet. Join the Patreon here…
The Peter Zeihan Podcast SeriesKorean Exports Skyrocket Thanks to AI || Peter Zeihan
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth? Join the Patreon here…
The Peter Zeihan Podcast SeriesStatus Update on the Persian Gulf || Peter Zeihan
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's…
The Peter Zeihan Podcast SeriesU.S. Oil Export Restrictions Coming Soon || Peter Zeihan
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over…
The Peter Zeihan Podcast SeriesSay Goodbye to Kazakhstan Oil || Peter Zeihan
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly…
The Peter Zeihan Podcast SeriesRussia Gets Knocked Off Its Horse || Peter Zeihan
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment. Join…
The Peter Zeihan Podcast SeriesUkraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended…
The Peter Zeihan Podcast SeriesNukes for All! (But Finland First) || Peter Zeihan
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here…
The Peter Zeihan Podcast SeriesThe End of NATO || Peter Zeihan
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably, super…
The Peter Zeihan Podcast SeriesThe Reality of the Global Energy Situation || Peter Zeihan
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Russian Scale || Peter Zeihan
While Ukraine has dominated drone innovation, Russia's been able to mass-produce proven drone systems at a scale that Ukraine cannot match. The Russians have…
The Peter Zeihan Podcast SeriesFrance and Germany's Fighter Jet Program (FCAS) Is Dead || Peter Zeihan
The joint French and German Future Combat Air System (FCAS), a next-generation fighter jet project, has collapsed. Between conflicting national priorities and…
The Peter Zeihan Podcast SeriesWill Ukraine Make a Play on Crimea? || Peter Zeihan
Crimea has become one of the most important fronts in the war in Ukraine. Both the Russians and Ukrainians see Crimea as strategically essential, and neither…
The Peter Zeihan Podcast SeriesThe Long Awaited "Iran Deal" || Peter Zeihan
The White House has shared the full tax of the long awaited Iran Deal. It's a doozy. Join the Patreon here: https://www.patreon.com/PeterZeihan
The Peter Zeihan Podcast SeriesDHS Gets Funding... A Lot of Funding || Peter Zeihan
ICE and DHS just got approved for a new funding package that expands resources for immigration enforcement and border security. My primary concern is the…
- The Peter Zeihan Podcast Series
Screwworm Outbreak
The return of the New World screwworm is threatening the U.S. cattle industry, especially in Texas. Typically, this would have been detected early on by…
The Peter Zeihan Podcast SeriesChina No Longer Controls North Korea || Peter Zeihan
To simply call North Korea a Chinese puppet state doesn't capture the complexity of that relationship. To fully understand it, we must look back at three…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Hybrid Drones || Peter Zeihan
A new drone has appeared on the scene in the Ukraine War. This hybrid drone blends the precision and control of FPV quadcopters with the range and payload of…
The Peter Zeihan Podcast SeriesA Massive Energy Break Coming Soon || Peter Zeihan
We're slipping closer and closer to a major oil supply crunch. With the Persian Gulf still shut in, global inventories almost depleted, and threats to other…
The Peter Zeihan Podcast SeriesArmenian Election Signals It's Done with Russia || Peter Zeihan
Armenia has long depended on Russia for just about everything, from energy to security, and even broader economic integration. However, the weekend election…
The Peter Zeihan Podcast SeriesInsulating the President with Loyalists || Peter Zeihan
It looks like we have a new acting Director of National Intelligence, Bill Pulte. You may know his name as he's both a housing executive and the current head…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Naval Launch Platforms || Peter Zeihan
Naval drone warfare is nothing new, but the Ukrainians are now finding ways to spice up the Sea Babies and MAGURA drones. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Mid-Range Drones || Peter Zeihan
The battlefield of the Ukraine War continues to be transformed by drone innovations. The latest is the (affordable and scalable) modification of existing…
The Peter Zeihan Podcast SeriesUkrainian Strikes Disrupt the Russian Economic Summit || Peter Zeihan
Just as Russia was kicking off its version of the Davos summit, Ukraine crashed the party with some long-range drone strikes on Saint Petersburg. Join the…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Long-Range Strikes || Peter Zeihan
Ukraine has ramped up its long-range drone program, allowing it to strike targets up to 1,800 kilometers away. So, what does this mean for Russia and its oil?…
The Peter Zeihan Podcast SeriesThe Future of Drone Tech: Israel's Iron Dome || Peter Zeihan
.Fiber-optic-controlled first-person drones are the star of the conflict between Israel and Hezbollah. As Hezbollah deploys more of these drones, holes in…
The Peter Zeihan Podcast SeriesShould Alberta Secede from Canada? || Peter Zeihan
Enough signatures have been gathered to force an independence referendum and vote in Alberta. Just a reminder that secession is legally possible in Canada…
The Peter Zeihan Podcast SeriesMagyar Tries to Rebuild the Visegrád Group || Peter Zeihan
Hungary's new Prime Minister, Peter Magyar, made his first foreign trip to Poland. This trip is not a reflection of ideological unity, but rather a rebuilding…
The Peter Zeihan Podcast SeriesEbola Outbreak and Delayed Detection by the U.S. || Peter Zeihan
At least 50 are dead due to a new Ebola outbreak in Central Africa, and the U.S. was the last to hear about it. This is a glaring example of the breakdown in…
The Peter Zeihan Podcast SeriesCan Iran Control Internet Cables in the Gulf? || Peter Zeihan
We've previously discussed the vulnerabilities of global internet infrastructure, but today we'll focus on subsea data cables in the Persian Gulf. Join the…
The Peter Zeihan Podcast SeriesCivita di Bagnoregio: A Microcosm of Italy || Peter Zeihan
Civita is living proof that places facing decline can adapt and overcome by drawing on their unique identity. This hilltop town-turned-tourist destination is a…
The Peter Zeihan Podcast SeriesThe U.S. Gets a Taste of Corruption || Peter Zeihan
Trump is no stranger to helping out his cronies, but this new settlement that creates a $1.8 billion fund to compensate conservatives allegedly targeted by…