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 headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to t...
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Nov 13, 2026 · 9:31
China is the world's premier manufacturing superpower. There is no argument there. However, that doesn't mean China's industrial dominance is sustainable. Pre-order Peter's first…
Nov 12, 2026 · 5:19
Nvidia's (former) CEO, Jensen Huang, was caught with his hand in the honeypot. His alleged relationship with a Chinese spy has sparked controversy about the sale of restricted…
Nov 12, 2026 · 5:21
Expanding the U.S. electrical grid is one of the great problems of today. Reindustrialization necessitates at least 50% growth, and that's before factoring in the new data…
Nov 11, 2026 · 5:17
Xi Jinping has made it clear he plans to ride this ship all the way down. At the latest CCP Congress, more leaders were removed, but one official was elevated: Zhang Shengmin.…
Nov 10, 2026 · 3:49
Poland’s political landscape is in the midst of a constitutional crisis over the issue of judicial appointments, reigniting a similar dispute from 2015. Join the Patreon here:…
Nov 9, 2026 · 6:04
For the first time in the 2026 conflict, the Iranians have placed limpet mines on ships. This represents a fundamentally different sort of sabotage that is functionally…
Nov 6, 2026 · 6:13
Brazil just wrapped up its elections with a presidential victory for Lula over Bolsonaro. And if those names sound familiar, it's because we've seen Lula and the Bolsonaro family…
Nov 5, 2026 · 4:58
If you thought some Ukrainian strikes on data centers could stop the Russians from interfering with the U.S. midterms, you are sorely mistaken. These strikes pose a much greater…
Nov 4, 2026 · 6:12
It seems that everyone is dead set on banging their drum about the French protests, but here's what is actually happening. Pre-order Peter's first fiction novel, Acceptable…
Nov 3, 2026 · 4:11
The United Kingdom and France are conducting joint nuclear weapons delivery exercises, but they're not the only countries eyeing nukes. Pre-order Peter's first fiction novel,…
Nov 2, 2026 · 4:56
Wait? What??? Join the Patreon here: https://www.patreon.com/PeterZeihan
Nov 2, 2026 · 5:37
The climate thresholds established in the Paris Accords are looking less and less achievable. While developed economies are reducing emissions, the rest of the industrializing…
Oct 30, 2026 · 4:26
France isn’t the only one with a protest problem; India is joining in on the fun, too. With fertilizer shortages, voting reforms, and the educated youth frustrated with limited…
Oct 29, 2026 · 6:10
We're back to Trump operating as if 1:37 AM Truth Social posts are policy, but this latest one might actually be worth discussing in the daylight...in front of actual…
Oct 27, 2026 · 6:55
Both Serbia and Brazil just had major elections, but neither is likely to change much. Unfortunately, these are two countries bound by their respective geographies, and it will…
Oct 26, 2026 · 13:19
While data centers are a massive, loud, and expensive drain on critical resources, they are essential to modern life. I'm not here to argue the downsides of data centers, because…
Oct 23, 2026 · 3:46
Oil prices are going crazy, and the current price of ~$102/barrel doesn't even account for all the additional costs incurred along the way. Join the Patreon here:…
Oct 22, 2026 · 6:18
Global oil markets are beginning to fragment, and with each added layer, the likelihood of returning to a global unitary price for crude gets further away. But this oil split…
Oct 21, 2026 · 5:48
The Ukrainians have introduced ground drones to the battlefield, attacking Russian positions and disrupting logistics. This is yet another innovation emerging from this war that…
Oct 20, 2026 · 5:53
I've got a bit of a loaded question for everyone today: should the U.S. military get involved in Yemen? Join the Patreon here: https://www.patreon.com/PeterZeihan
Oct 19, 2026 · 6:00
The protests happening in Paris are an inevitable part of the transition that France is going through. The demographic, political, and historical pressures are making government…
Oct 19, 2026 · 5:44
Concerns over Xi Jinping's health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let's discuss the Chinese…
Oct 16, 2026 · 3:41
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably…
Oct 15, 2026 · 5:05
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably…
Oct 14, 2026 · 2:10
While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India. Join the Patreon…
Oct 13, 2026 · 5:51
It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of…
Oct 12, 2026 · 3:01
A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places like…
Oct 9, 2026 · 5:38
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:…
Oct 8, 2026 · 5:49
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…
Oct 7, 2026 · 4:10
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.…
Oct 6, 2026 · 2:38
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…
Oct 5, 2026 · 3:34
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…
Oct 2, 2026 · 5:44
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…
Oct 1, 2026 · 7:55
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…
Sep 30, 2026 · 5:02
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…
Sep 29, 2026 · 3:30
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…
Sep 28, 2026 · 6:06
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…
Sep 25, 2026 · 5:48
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:…
Sep 24, 2026 · 3:57
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…
Sep 23, 2026 · 5:46
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…
Sep 22, 2026 · 5:08
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…
Sep 21, 2026 · 3:39
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.…
Sep 19, 2026 · 5:41
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…
Sep 18, 2026 · 4:44
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,…
Sep 17, 2026 · 3:50
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…
Sep 16, 2026 · 4:56
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…
Sep 15, 2026 · 11:30
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…
Sep 14, 2026 · 7:50
On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials…
Sep 11, 2026 · 4:19
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice,…
Sep 10, 2026 · 3:04
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.…
Sep 9, 2026 · 4:27
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…
Sep 8, 2026 · 3:59
Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship identities, transponder data,…
Sep 7, 2026 · 5:13
The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million barrels were never used for its…
Sep 4, 2026 · 5:26
While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Sep 3, 2026 · 5:05
You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Evergrande's former chairman,…
Sep 2, 2026 · 7:29
A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including refineries and key…
Sep 1, 2026 · 5:28
Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again. Join the Patreon here:…
Aug 31, 2026 · 3:03
Following the dumpster fire that was the Iran war, the U.S. is contemplating how and where to redeploy forces to the Middle East. Join the Patreon here:…
Aug 28, 2026 · 3:05
It's always something in the Middle East...and today, it's Syria. Israel and Turkey are competing over what comes next for this country. Join the Patreon here:…
Aug 27, 2026 · 6:04
I'm not sure how crossed your wires have to be to side with North Korea over South Korea, but that's exactly what Trump did over the weekend. So, what will this mean for the…
Aug 26, 2026 · 9:09
Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
Aug 25, 2026 · 4:50
Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2…
Aug 24, 2026 · 4:48
The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work. Join the Patreon here:…
Aug 21, 2026 · 6:32
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.…
Aug 20, 2026 · 5:34
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…
Aug 19, 2026 · 3:48
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…
Aug 18, 2026 · 3:21
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…
Aug 17, 2026 · 5:38
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…
Aug 14, 2026 · 3:36
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.…
Aug 13, 2026 · 7:17
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…
Aug 12, 2026 · 4:14
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…
Aug 11, 2026 · 5:39
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…
Aug 10, 2026 · 7:01
Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here:…
Aug 7, 2026 · 5:51
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…
Aug 6, 2026 · 7:47
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…
Aug 5, 2026 · 8:10
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.…
Aug 4, 2026 · 3:03
Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here:…
Aug 3, 2026 · 5:46
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…
Jul 31, 2026 · 4:40
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…
Jul 29, 2026 · 6:57
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…
Jul 28, 2026 · 5:05
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:…
Jul 27, 2026 · 4:30
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…
Jul 24, 2026 · 11:50
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…
Jul 23, 2026 · 3:54
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 short-term operatives…
Jul 22, 2026 · 6:23
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 space isn't going…
Jul 21, 2026 · 4:06
As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with more coastal…
Jul 20, 2026 · 3:04
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. Join the Patreon…
Jul 17, 2026 · 5:07
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 guide them toward…
Jul 16, 2026 · 8:20
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 offset the…
Jul 14, 2026 · 7:53
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…
Jul 13, 2026 · 3:47
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 here:…
Jul 10, 2026 · 4:19
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:…
Jul 9, 2026 · 5:16
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:…
Jul 7, 2026 · 3:46
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 not go counting…
Jul 6, 2026 · 5:18
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 international…
Jul 3, 2026 · 4:37
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that…
Jul 1, 2026 · 6:41
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment. Join the Patreon here:…
Jun 30, 2026 · 4:17
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel…
Jun 29, 2026 · 3:11
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:…
Jun 26, 2026 · 3:41
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 carriers, carrier…
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