The Peter Zeihan Podcast Series

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  What’s Next for Iraq? || Peter Zeihan 09.10.2026 5Min.

  U.S. troops have withdrawn from Iraq, putting an end to American military presence that began following 9/11. So, what's next for Iraq? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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  Will Putin Join the Miami G20 Summit? || Peter Zeihan 08.10.2026 5Min.

  The Trump administration has extended an invitation to Putin to attend the G20 summit in Miami. There are several things to watch for, so let's break it down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3U1mhCA
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  Ukraine Finally Pushes the Frontline Back || Peter Zeihan 07.10.2026 4Min.

  Ukraine's new memory drones are beginning to reshape battlefield tactics. For the first time in this war, we're seeing the frontline consistently move in the other direction. Join the Patreon here: https://www.patreon.com/PeterZeihan
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  SpaceX Deploys 26 Satellites with New Starship || Peter Zeihan 06.10.2026 2Min.

  SpaceX has completed its first (mostly) successful Starship test. The ship was able to reach orbit, deploy 26 Starlink satellites, and return home. And while there were some hiccups (engine failure on launch and reentry, as well as a crash landing) along the way, this was a step in the right direction. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfVFXq
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  What Happens When Fossil Water Runs Out? Part 1 || Peter Zeihan 05.10.2026 3Min.

  Fossil water is ancient water trapped in deep aquifers that take millennia to recharge, rather than the standard seasonal rainfall recharge. So, once you use it...it's gone. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Tthee0
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  Building Out the Power Grid: Large Power Transformers || Peter Zeihan 02.10.2026 5Min.

  There are three major obstacles to expanding the U.S. electrical grid: generation capacity, permitting, and large power transformers (LPTs). Let's focus on LPTs today. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hNoqL6
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  How To Ban Diesel Exports || Peter Zeihan 01.10.2026 7Min.

  A ban on American crude or diesel exports isn't going to improve energy security; if anything, it will reduce domestic production. The problem lies in geography.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4yaixxq
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  U.S. Sanctions on Iran Take a New Approach || Peter Zeihan 30.09.2026 5Min.

  The U.S. has just announced that it will remove any company or country caught servicing Iranian-owned aircraft from the U.S. dollar system. But these sanctions don't target the IRGC or regime; instead, they impact everyday Iranians in the hope of stirring up a rebellion against the regime. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4d10OQA
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  The AI Race: U.S. vs. China || Peter Zeihan 29.09.2026 3Min.

  The AI race is in full swing. China is chasing digital sovereignty, but there's a glaring hole in that plan...it doesn't have the advanced manufacturing capabilities to achieve it. Here's the real kicker: nobody does. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/46FmVbK
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  The Diesel Shortage Hits America || Peter Zeihan 28.09.2026 6Min.

  With Ukrainian attacks limiting Russian refining capacity and the Persian Gulf conflict restricting exports through Hormuz and the Red Sea, a diesel shortage is imminent. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4ybp1Mr
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  The Venezuela Oil Deal Is Just the Start || Peter Zeihan 25.09.2026 5Min.

  The recent series of U.S.-Venezuela oil deals is not quite as significant as it was made out to be. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfb6PL
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  My Two Cents on the AI Debate || Peter Zeihan 24.09.2026 3Min.

  Hear me out...everyone has been yelling about AI the past few days, and the reality is that everyone is probably right, but it probably doesn't really matter anyways. Let me explain. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4rqwO6K
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  The Geography of… Bear Attacks || Peter Zeihan 23.09.2026 5Min.

  Everyone is always so worked up about bear attacks while I'm out backpacking. The problem is that people are referencing the rise in bear attacks in Japan, as if it's the same here in the U.S. The reality is that unless you come across a grizzly without your bear spray, you'll probably be just fine. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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  China's Hold on Congolese Cobalt || Peter Zeihan 22.09.2026 5Min.

  Cobalt is critical for modern batteries, but with over half of global production coming from the Democratic Republic of Congo, it represents one of the great geopolitical vulnerabilities. China controls most of the Cobalt mining in the Congo through coercive labor systems, so if China's system continues on its current path...Cobalt production will crash. Filling China's shoes in Congo is no easy feat. Foreign stabilization and oversight are difficult and aren't likely to come from Western governments. So, Cobalt supplies will collapse. Either the world will find a way forward with less Cobalt, or we'll get really good at recycling it. The scariest piece is that Cobalt isn't the only critical material that's vulnerable, so the era of easy tech advancement powered by cheap, abundant inputs is coming to an end. Join the Patreon here: https://www.patreon.com/PeterZeihan
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  Prize Courts Revived for Iran Seizures || Peter Zeihan 21.09.2026 3Min.

  The U.S. military has been seizing Iranian shadow fleet vessels at the instruction of the Trump administration. But until now, they couldn't do anything with that seized cargo. Fear not, the prize court system is here to save the day. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yD865t
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  How to Work Together Like Early Rome || Peter Zeihan 19.09.2026 5Min.

  As the global order breaks apart, countries and communities that can incorporate the learnings from early Rome can weather the storm much better than others. We're talking about integrating economies, infrastructure, and security. Join the Patreon here: https://www.patreon.com/PeterZeihan
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  Can AI-Driven Robots Save Japan? || Peter Zeihan 18.09.2026 4Min.

  Japan has long been a pioneer in methodologies and technologies to save society from a demographic crisis. Japan's next endeavour is developing AI-powered robots for industrial, agricultural, healthcare, and logistics applications.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/472ikQR
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  What Is Zelensky's Political Future? || Peter Zeihan 17.09.2026 3Min.

  Volodymyr Zelensky’s historical legacy is still being written. Sure, he's remained highly popular as a wartime leader and would likely be reelected if elections were held tomorrow. But a lot of his legacy depends upon the outcome of the Ukraine War.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4j2z1D2
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  The Democrats Are Screwed, Too || Peter Zeihan 16.09.2026 4Min.

  We discussed the problems with the Republicans; now let's move on to the Democrats. They've got a different set of problems, but make no mistake, they are just as screwed.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4Ab7tRZ
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  What Does Life After Donald Trump Look Like? || Peter Zeihan 15.09.2026 11Min.

  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