The Peter Zeihan Podcast Series

Epizodai

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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
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  Does the Trump Administration Know What's Going On? || Peter Zeihan 14.09.2026 7min

  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/PeterZeihanFull Newsletter: https://bit.ly/3UuDIvr
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  Back to the Glory Days of the Spice Trade || Peter Zeihan 11.09.2026 4min

  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/PeterZeihanFull Newsletter: https://bit.ly/4dnPf63
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  Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan 10.09.2026 3min

  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/PeterZeihanFull Newsletter: https://bit.ly/4xOUjZt
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  Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan 09.09.2026 4min

  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/PeterZeihanFull Newsletter: https://bit.ly/3SuRttr