The Peter Zeihan Podcast Series

Epizódok

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  Moving Beyond the Patriot Missile || Peter Zeihan 21.08.2026 6p

  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/PeterZeihanFull Newsletter: https://bit.ly/4qtxJD0
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  A Post-American Alliance for the Middle East || Peter Zeihan 20.08.2026 5p

  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
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  The Shadow Fleet Is Sinking || Peter Zeihan 19.08.2026 3p

  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
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  Russia Loses Its Foothold in Syria || Peter Zeihan 18.08.2026 3p

  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, as it hands over the reins to Syria's transitional government. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UrpKKp
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  Is This the End of U.S. Biofuels? || Peter Zeihan 17.08.2026 5p

  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 roughly half the corn crop now tied to biofuels. So, the case for diverting large amounts of U.S. corn into fuel production is now becoming less clear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zapxv9
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  Global Energy Stressors: Can Anybody Help || Peter Zeihan 14.08.2026 3p

  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 away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hSheOj
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  Can Shale Save the World || Peter Zeihan 13.08.2026 7p

  The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3SiKJhV
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  Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan 12.08.2026 4p

  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 problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cobyIi
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  Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan 11.08.2026 5p

  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 out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pZs9bb
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  Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan 10.08.2026 7p

  Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4h7NBIA
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  The Limits of China's Military Reach || Peter Zeihan 07.08.2026 5p

  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 point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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  Leaving the World Behind: Obama vs. Trump || Peter Zeihan 06.08.2026 7p

  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 top.Join the Patreon here: https://www.patreon.com/PeterZeihan
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  Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan 05.08.2026 8p

  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 to transit daily. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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  The U.S. Can't Break the (Arctic) Ice || Peter Zeihan 04.08.2026 3p

  Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fZ0H9V
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  South Africa's Immigration Problem || Peter Zeihan 03.08.2026 5p

  While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3TIHlx7
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  Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan 31.07.2026 4p

  Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine's glaring issues with resource allocation. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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  Houthis Declare Open Season on Saudi Arabia || Peter Zeihan 29.07.2026 6p

  The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yxVNbc
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  Ukraine Closes the Sea of Azov || Peter Zeihan 28.07.2026 5p

  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 here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fxdyih
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  Chinese Marriage Data Confirms Demographic Crisis || Peter Zeihan 27.07.2026 4p

  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 looking at marriage registrations and what the 6% decline from last year means. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wKx3L6
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  The Demographics of Central Europe || Peter Zeihan 24.07.2026 11p

  Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bRUF8y