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 SeriesThe U.S. Gets a Taste of Corruption || Peter Zeihan
There were some recent tests in the Philippines involving the Japanese Type-88 anti-ship missile system and the U.S. Typhon launcher. These truck-mounted…
The Peter Zeihan Podcast SeriesLatvia's Political Flux Caused by Drones || Peter Zeihan
Latvia's government is in flux following the firing of the defense minister, his party leaving the coalition, and the prime minister resigning. Join the…
The Peter Zeihan Podcast SeriesCuba Faces a Humanitarian Crisis || Peter Zeihan
Collapsing fuel supplies have left Cuba with a severe energy and humanitarian crisis. While a single Russian fuel shipment bought them some time, with the lack…
The Peter Zeihan Podcast SeriesIs Now a Good Time for China to Invade Taiwan? || Peter Zeihan
With the U.S. distracted (and depleted) by the Iran War, should China seize this opportunity to invade Taiwan? Join the Patreon here…
The Peter Zeihan Podcast SeriesUsing U.S. Energy as Leverage || Peter Zeihan
Trade relations between the U.S. and Europe are on the fritz. The latest in all the noise is the suggestion that the U.S. could restrict LNG exports to the EU…
The Peter Zeihan Podcast SeriesImpacts on the U.S. Power Grid from the Iran War || Peter Zeihan
The U.S. is relatively insulated from the conflict in Iran and the closure of the Strait of Hormuz, since it's a net exporter of nearly every major energy…
The Peter Zeihan Podcast SeriesIran Diplomacy Has Yet to Begin || Peter Zeihan
The administration’s centralized and personalized approach to foreign relations has collapsed U.S. diplomacy across multiple fronts, including stalled Iran…
The Peter Zeihan Podcast SeriesSo You Want to Break Iran... || Peter Zeihan
The blockade of the Strait of Hormuz has forced Iran to get creative with its oil storage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesWill the Swiss Cap Their Population? || Peter Zeihan
On June 14, Switzerland will vote on a referendum to cap its population at 10 million. Current projections don't put the Swiss population crossing that number…
The Peter Zeihan Podcast SeriesThis Ain't Your Father's Tanker War || Peter Zeihan
No, the U.S. can’t escort tankers in the Persian Gulf today as it did during the 1980s Tanker War. Back in the 80s, the U.S. swooped into a regional conflict…
The Peter Zeihan Podcast SeriesWelcome to Captain Phillips' Nightmare || Peter Zeihan
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates…
The Peter Zeihan Podcast SeriesWhy U.S. Deployments in Germany Matter || Peter Zeihan
Relations between the U.S. and Germany are quickly deteriorating. German Chancellor Merz has criticized the U.S. for lacking a coherent negotiation strategy…
The Peter Zeihan Podcast SeriesMarkets Flash Back to the Past || Peter Zeihan
Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical…
The Peter Zeihan Podcast SeriesEl Jardinero Gets Trimmed by Mexican Authorities || Peter Zeihan
Mexican authorities have arrested Audias Flores Silva (aka El Jardinero...not the scariest nickname I've heard), a senior figure in the Jalisco New Generation…
The Peter Zeihan Podcast SeriesRussia Tucks Tail in Mali || Peter Zeihan
The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda. Join…
The Peter Zeihan Podcast SeriesJapanese Weapons Are Open for Export || Peter Zeihan
Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval…
The Peter Zeihan Podcast SeriesThe Iran War Approaches a Tipping Point || Peter Zeihan
The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Join…
The Peter Zeihan Podcast SeriesUnderwater Drones and the Future of Naval Warfare || Peter Zeihan
Drones have been all the rage in the Ukraine War, and they will continue to be one of the primary topics of warfare in the near future, but do underwater…
The Peter Zeihan Podcast SeriesAmerica's Leg Up on Petrochemicals || Peter Zeihan
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million…
The Peter Zeihan Podcast SeriesThe Return of Kremlin Terrorism || Peter Zeihan
During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in Ukraine…
The Peter Zeihan Podcast SeriesItaly Gives Trump the Cold Shoulder || Peter Zeihan
Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is the…
The Peter Zeihan Podcast SeriesCalifornia’s Coming Energy Crisis || Peter Zeihan
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Join the Patreon here…
The Peter Zeihan Podcast SeriesIran War Winners and Losers: North American Energy || Peter Zeihan
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep…
The Peter Zeihan Podcast SeriesGuam and the Practical Impact of Climate Change || Peter Zeihan
I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look. Join the Patreon here…
The Peter Zeihan Podcast SeriesA New Era in Hungary: Orbán Gets the Boot || Peter Zeihan
A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter Magyar…
The Peter Zeihan Podcast SeriesBring On the Jet Fuel Shortages || Peter Zeihan
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the…
The Peter Zeihan Podcast SeriesMAGA – Breaking Up Is Hard || Peter Zeihan
When Marjorie Taylor Greene, Tucker Carlson, and Alex Jones all turn on Trump on the same day...it's worth looking into. Join the Patreon here…
The Peter Zeihan Podcast SeriesChina Tries to Build Sand Bases, Again || Peter Zeihan
China is out building sand castles again in the South China Sea, and I bet you can guess how it's going to end. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Blockade of Iran Begins || Peter Zeihan
The blockade of Iran has officially begun. The first day was a bit slow, but this remains a monumental move by the U.S. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Energy Crisis: Downstream Impacts || Peter Zeihan
The global energy crisis has moved from theoretical to very real. As the last shipments sent before the war begin to arrive, we are now hitting a turning point…
The Peter Zeihan Podcast SeriesTrump Goes on a Firing Spree || Peter Zeihan
Just because Trump is finally purging some of his administration doesn't mean that the problems are going away. The core issue still exists: Trump prioritizes…
The Peter Zeihan Podcast SeriesWinners and Losers of the Iran War: Ukraine and Russia || Peter Zeihan
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and…
The Peter Zeihan Podcast SeriesThe End of the WTO || Peter Zeihan
A cornerstone of modern globalization, the World Trade Organization (WTO), is collapsing. Following the Cold War, the post-WWII system needed a legal system to…
The Peter Zeihan Podcast SeriesHow to End American Power || Peter Zeihan
Trump's latest statement telling countries to secure their own oil dismantles the very fabric of the global order. We'd be stepping away from the post-WWII…
The Peter Zeihan Podcast SeriesSo You Want to Take Iran's Oil… || Peter Zeihan
Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground…
The Peter Zeihan Podcast SeriesRussia Draws American Blood in Iran || Peter Zeihan
Iran was able to successfully strike Prince Sultan Air Base, which is a U.S. base in Saudi Arabia. And guess who supplied Iran with the targeting data…
The Peter Zeihan Podcast SeriesCan the British Reopen the Strait of Hormuz? || Peter Zeihan
The British-led effort to reopen the Strait of Hormuz by forming a coalition without U.S. involvement is just unrealistic. Most countries lack the naval power…
The Peter Zeihan Podcast SeriesA Flawed Trade System in Europe || Peter Zeihan
European efforts to build trade systems that exclude the U.S. are inherently flawed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesThe Strait of Hormuz Remains Open...For Iran || Peter Zeihan
Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to…
The Peter Zeihan Podcast SeriesU.S. Ground Troops Coming to Iran || Peter Zeihan
The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be…
The Peter Zeihan Podcast SeriesThe Death of the First-Time Home Buyer || Peter Zeihan
Buying your first home is one of those major milestones that your parents and grandparents probably didn't even think twice about. Now, that milestone is…
The Peter Zeihan Podcast SeriesUkraine Strikes Hit Baltic Export Facilities || Peter Zeihan
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the…
The Peter Zeihan Podcast SeriesHow to Break Iran || Peter Zeihan
If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard…
The Peter Zeihan Podcast SeriesAluminum Shortages Coming Soon || Peter Zeihan
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon…
The Peter Zeihan Podcast SeriesAs Fertilizer Falls, Famine Will Follow || Peter Zeihan
Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer…
The Peter Zeihan Podcast SeriesMarines, Uranium, and a Symbolic Win? || Peter Zeihan
Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with…
The Peter Zeihan Podcast SeriesTrump Gets Introduced to Section 301 || Peter Zeihan
The Supreme Court ruled Trump's tariffs were illegal, forcing the administration to do things...the right way. Welcome to Section 301 investigations. Join the…
The Peter Zeihan Podcast SeriesThe U.S. and Mexico Kick Off NAFTA Talks || Peter Zeihan
The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S. Join the Patreon here…
The Peter Zeihan Podcast SeriesRussia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan
Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is…
The Peter Zeihan Podcast SeriesThe U.S. Dollar: Short vs. Long Term || Peter Zeihan
Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Shield of the Americas || Peter Zeihan
Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to…
The Peter Zeihan Podcast SeriesSweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan
Sweden has seized its first shadow fleet vessel. They even went after a bulk carrier rather than a tanker. As more countries join in on the crackdown on…
The Peter Zeihan Podcast SeriesThe U.S. Helps India and Russia Helps Iran || Peter Zeihan
There have been two major developments involving India, Russia, and the Iran war being conflated. These are two separate issues altogether. Join the Patreon…
The Peter Zeihan Podcast SeriesIraq, Oil, and a Break for Chevron || Peter Zeihan
We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be…
The Peter Zeihan Podcast SeriesWhy Would Europe Trust France with ALL the Nukes? || Peter Zeihan
Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in…
The Peter Zeihan Podcast SeriesThe U.S. LUCAS Rivals Iran's Shahed || Peter Zeihan
The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS. Join the Analyst Tier on Patreon to access…
The Peter Zeihan Podcast SeriesIceland and Norway Ponder EU Membership || Peter Zeihan
As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn. Join the Patreon here…
The Peter Zeihan Podcast SeriesBelgium Seizes Shadow Fleet Vessel || Peter Zeihan
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time –…
The Peter Zeihan Podcast SeriesPanama Boots China from the Canal || Peter Zeihan
Panama has taken control of the port facilities previously run by a Chinese company after the courts ruled the original contracts were secured through bribes…
The Peter Zeihan Podcast SeriesStrike Targeting Problems in Ukraine || Peter Zeihan
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic…