The Peter Zeihan Podcast Series

As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia.

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Full Newsletter: https://mailchi.mp/zeihan/trump-20-russia

Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down.

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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2

Trump just kicked around invading and coercing some allies. Oh boy....

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Full Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin

When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets.

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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1

A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances.

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Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam

That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own.

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Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid

Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis.

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Full Newsletter: https://mailchi.mp/zeihan/why-is-gas-so-expensive-in-california

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward?

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Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism

President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this.

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Full Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy

MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy Carter's "legacy".

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I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case.

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Full Newsletter: https://mailchi.mp/zeihan/jimmy-carters-consequential-4-years

In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship.

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Full Newsletter: https://mailchi.mp/zeihan/playing-jenga-with-maritime-shipping

Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way.

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Full Newsletter: https://mailchi.mp/zeihan/artificial-intelligence-isnt-ready-for-mass-application

The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale.

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Full Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-could-unravel-global-maritime-shipping

There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria-for-benghazi

The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians.

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Full Newsletter: https://mailchi.mp/zeihan/the-chinese-cut-off-drone-exports

From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-singapore

Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future.

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Full Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government

With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?

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Full Newsletter: https://mailchi.mp/zeihan/israels-strategy-for-iranian-nukes

The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a regional power from outside will need to step in and help.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-syria-and-turkeys-role

Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in voting patterns.

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Full Newsletter: https://mailchi.mp/zeihan/the-americans-didnt-vote-with-their-wallets

The most recent presidential election in Romania has been annulled, and surprise, surprise, it's because of the Russians.

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Full Newsletter: https://mailchi.mp/zeihan/red-strings-in-romania

Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad regime means Syria's role as buffer and distraction has ended. So, what's next for Iran?

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-iran-goes-defensive

The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning.

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-israels-opportunity

Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the history of Syria and the consequences that all this will have, specifically what this means for Russia.

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-russias-withdrawal

The Syrian rebel group Hayat Tahrir al-Sham has succeeded in toppling the Assad regime.

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Full Newsletter: https://mailchi.mp/zeihan/toppling-assad-and-a-divided-syria

The Europeans are having a bit of a leadership crisis at the moment, and it's coming at an inopportune time...

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Full Newsletter: https://mailchi.mp/zeihan/can-mar-a-lago-solve-the-leadership-vacuum-in-europe

The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with Volkswagen being our guinea pig).

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Full Newsletter: https://mailchi.mp/zeihan/the-german-failure-volkswagen

South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last long...the parliament summarily overturned that decision – unanimously no less. So where does that leave the Koreans?

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Full Newsletter: https://mailchi.mp/zeihan/korean-martial-law-starts-and-ends

Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that Tbilisi would be ending its bid to join the EU.

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Full Newsletter: https://mailchi.mp/zeihan/why-the-russians-need-georgia-and-the-caucasus

This is a compilation of videos outlining what led Syria to Civil War...

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Full Newsletter: https://mailchi.mp/zeihan/syria-breakdown-what-led-them-to-this

I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up.

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Full Newsletter: https://mailchi.mp/zeihan/tsmcs-semiconductor-production-in-the-usa

When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl.

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Full Newsletter: https://mailchi.mp/zeihan/why-im-worried-about-fentanyl-in-the-us

Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners.

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Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico

The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently.

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Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-1-china

The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen?

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Full Newsletter: https://mailchi.mp/zeihan/no-shale-for-europe

Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine.

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Full Newsletter: https://mailchi.mp/zeihan/when-the-missile-is-the-message

I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background...

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Full Newsletter: https://mailchi.mp/zeihan/viva-chihuahua

If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication.

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Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico

Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today.

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Full Newsletter: https://mailchi.mp/zeihan/british-agriculture-is-about-to-suck-even-more

The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War?

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Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct

Donald Trump's cabinet appointees are rolling in and let's just say they're not the A-team, but what did we expect?

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Full Newsletter: https://mailchi.mp/zeihan/trumps-cabinet-picks-loyalty-over-experience

This is a sample of the news digest that Peter Zeihan starts his day with: https://mailchi.mp/zeihan/a-glimpse-into-our-daily-news-digest

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The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China.

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Full Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips

Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough to ward off the mounting debt crisis?

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Full Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis

PC or console? Yes, I'm talking about gaming preferences...and if you answered PC, then we all owe you a big thank you.

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Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-gaming

Well, that didn't go the way I expected. Here's what happened...

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Link to graphics: https://mailchi.mp/zeihan/election-postmortem

China is facing a demographic crisis, but can immigration be used to counter it?

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Full Newsletter: https://mailchi.mp/zeihan/can-immigration-solve-chinas-people-problem

I'm sure this isn't a shock, but a lot of folks have asked what I think of the incoming trump administrations cabinet nominations. Before I delve in Monday's video into the simple and forgiving world of American domestic politics, I think it would be best to review where this all began. In this special weekend edition we reach into the way-back machine and go back to New Year's 2021 when the world seemed so different, and so similar.

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Full Newsletter: https://mailchi.mp/zeihan/remember-when-taking-it-back-to-2021

The nature of naval warfare is evolving - with advancing drone tech leading the charge - but not all of the world's navies and regions will be impacted the same.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-naval-tech-war-on-the-seas

Everyone grab your favorite road trip snack and pick out some good tunes, because today we're talking about the increasingly important I-35 corridor.

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Full Newsletter: https://mailchi.mp/zeihan/the-one-road-propping-up-us-mexico-trade

The future for most of the BRIC countries is not - as Rihanna so eloquently put it - "shining bright like a diamond."

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Full Newsletter: https://mailchi.mp/zeihan/which-brics-member-will-survive

Some new advancements in AI and geology have revealed a massive lithium deposit in Arkansas's Smackover Formation (great name by the way). While this is good news, we still have a lot of work to do before this lithium sees the light of day.

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Full Newsletter: https://mailchi.mp/zeihan/counting-lithium-chickens-before-they-hatch

Many of you have asked who my favorite US President is, so I figured I would do a video covering that. And we don't have to go too far back, just to number 41 - George H.W. Bush.

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Full Newsletter: https://mailchi.mp/zeihan/my-favorite-us-president-of-all-time-is

As the election approaches, the topic of illegal immigration is getting as much airtime as Brittney Spears did in the early 2000s. And I hate to burst your bubble, but all those undocumented immigrants are probably doing more good than harm.

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Full Newsletter: https://mailchi.mp/zeihan/undocumented-immigrants-impact-on-us-labor-and-economy

I've said it before and I'll say it again, the US dollar ain't going nowhere. There's simply no other currency with the volume or liquidity to fill the shoes of the dollar.

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Full Newsletter: https://mailchi.mp/zeihan/can-a-brics-currency-replace-the-us-dollar

We're busting out the trusty ole crystal ball today, and looking at the two US regions most poised to succeed in the coming decades. I'm guessing it has something to do with the BBQ they're eating, so yes, we're talking about Texas and North Carolina.

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/us-regions-of-the-future-texas-north-carolina

Israel has had a lot of eyes on it lately and many are starting to wonder what the future looks like for this small and arid country. Let's break this down through the lens of deglobalization.

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Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

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Listen, I debated even entertaining an election video for today, but since this question was so good, I just had to record one.

Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

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Now that we've had a bit more time to see what happened in Israel's latest attack on Iran, let's dive a bit deeper. Israel struck military facilities like missile storage and production sites, but avoided nuclear and oil infrastructure.

Full Newsletter: https://mailchi.mp/zeihan/israel-attacks-iran-again-part-1-2

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Let's talk climate change. With conservative estimates, we're looking at a few degrees of warming by the end of the century, but if we look at this in the light of global trends, it could be even worse.

Full Newsletter: https://mailchi.mp/zeihan/climate-change-will-be-different-for-everyone

Today is the final day of our MedShare fundraiser! If you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon

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Russian "diplomats" are being expelled from Poland due to sabotage attempts.

Full Newsletter: https://mailchi.mp/zeihan/russians-russians-everywhere-final-call-for-medshare-fundraiser

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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Nuclear power has a bad reputation, and I get it...Chernobyl, nuclear waste, and outdated infrastructure. Buttt, it’s a reliable, carbon-free energy source that might be getting a much needed facelift soon-ish.

Full Newsletter: https://mailchi.mp/zeihan/smrs-are-giving-nuclear-power-a-facelift

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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Cuba's power grid is collapsing. No, it's not because of US sanctions or socialism. This ongoing crisis can be blamed on Cuba's lack of investment into modernizing and its reliance on Soviet and Venezuelan fuel.

Full Newsletter: https://mailchi.mp/zeihan/cubas-power-grid-fails-but-an-opportunity-arises

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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Watch this video I sent out a year ago for a refresher on a few of these technologies and the limits to innovation. Here’s the link: https://youtu.be/fF4YTDsxcnc

Full Newsletter: https://mailchi.mp/zeihan/spacex-takes-one-giant-leap-for-space-tech

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There's some growing concern in Europe that a Trump victory in the US election could lead to a decrease in support for Ukraine. Without the US backing them, many European countries might reach for nukes to deter any potential conflicts.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war-1709148

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My crystal ball is working overtime trying to figure out what the future of oil prices will look like. You've already heard one of the scenarios, but here's another POTENTIAL way this could play out.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war

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A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down the different approaches to this buildout and how they might turn out.

Full Newsletter: https://mailchi.mp/zeihan/the-uae-and-india-look-to-localize-semiconductor-manufacturing

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Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/china-faces-deflation-as-economy-stutters

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Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/the-next-gulf-war-is-coming

Patreon Link: https://www.patreon.com/PeterZeihan

Still haven’t joined the Patreon? Well, if you don’t want to miss out on the Live Q&A, join “The Analyst” tier before next Wednesday, October 23rd! And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare. Click here to join me on Patreon: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/my-recent-interview-on-borderlands-patreon

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President Biden is making a trip out to Africa (since recording, this trip has been postponed due to national weather issues). No, he's not going on safari; he's looking to shake some babies and kiss some hands over in Angola.

Full Newsletter: https://mailchi.mp/zeihan/president-biden-is-making-a-trip-to-angola

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We're hitting the backroads today and chatting about the small town of Spruce Pine, North Carolina. What this town lacks in population, it makes up in its (extremely important) quartz mines.

Full Newsletter: https://mailchi.mp/zeihan/how-a-small-town-in-nc-could-disrupt-global-semiconductor-production

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If you ever need to make an online dating profile, be sure to add "long walks on the beach discussing the economic challenges facing China" to the list...I promise you'll double the dates in no time.

Full Newsletter: https://mailchi.mp/zeihan/the-downward-spiral-of-the-chinese-economy

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Israeli defense systems are getting put through the ringer as of late, so let's talk through each of these systems, how they're doing, and what the US involvement looks like.

Full Newsletter: https://mailchi.mp/zeihan/how-effective-are-the-israeli-defense-systems

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I know everyone wants constant updates on the upcoming US election, and if you haven't figured this out by now, that's not really my shtick. However, I will offer a couple factors that could influence the outcome of this election.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-what-do-hurricanes-and-political-factions-have-in-common

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Reports coming out of South Korea indicate that North Korean troops could be deploying to Russia. These reports are unconfirmed, but the South Koreans aren't usually in the business of lying. So, what does this mean for the Ukraine War?

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-the-koreans-are-coming-to-the-ukraine-war

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Following my video on Iran's attacks from the other day, I feel it necessary to explore the possibility of an Israeli strike on Iran's oil sector and the affect it would have on global markets.

Full Newsletter: https://mailchi.mp/zeihan/impacts-of-an-israeli-strike-on-irans-oil-sector

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Sanctions are not a new strategy to fight the Russians, but this round could be different...

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russian-sanctions-are-making-global-finance-spicy

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Russia has attacked three civilian ships carrying grain in Ukraine's southwest maritime corridor. This marks Russia's first major attack on commercial shipping, and a significant escalation of this war.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russia-strikes-three-commercial-ships

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Back to the picket lines we go...this time with the longshoreman. Ports across the East and Gulf Coasts of the US will impacted by the strike, disrupting nearly two-thirds of the imports and exports by water.

Full Newsletter: https://mailchi.mp/zeihan/longshoreman-on-strike-us-ports-get-shut-down

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Mexico's newly elected president, Claudia Sheinbaum, is settling into her new digs. Despite her qualifications and experience, will her leadership actually look all that different from former President Andrés Manuel López Obrador (AMLO)?

Full Newsletter: https://mailchi.mp/zeihan/if-you-think-mexicos-new-government-is-a-problem-wait-until-you-see-its-solutions

Join the Patreon here: https://www.patreon.com/PeterZeihan

Our focus turns toward China today, specifically at the technological struggles facing the Chinese military and manufacturing industry. And yes, we're starting with the nuclear submarine that sank in port...

Full Newsletter: https://mailchi.mp/zeihan/china-navy-nukes-tech-and-politics

If you're looking for your daily does of Peter Zeihan...you're not going to find here this week. You'll have to head over to Patreon in order to get early access to all the videos, newsletters and exclusive content. (or you can wait for it to be released a week later on YouTube)

Click here to join Patreon: https://www.patreon.com/peterzeihan

Today, 9/30 is the last day before we officially launch the Patreon page! If you want to continue receiving timely videos and newsletters (as well as some exclusive extras) every weekday, then head on over and join the fun on Patreon.

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Russia has struggled to maintain a credible "red line" (referring to the point at which Putin will push the shiny red button) for quite a while now.

Full Newsletter: https://mailchi.mp/zeihan/russia-threats-deterrence-and-the-war-of-numbers

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan

Hurricane Helene is heading toward the Big Bend of Florida and was set to make landfall around midnight last night. As a Category 3 storm, Helene is poised to make quite the splash, so here's what to keep an eye on.

Full Newsletter: https://mailchi.mp/zeihan/hurricane-helene-patreon-info

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan

The US national debt is so high that it has exceeded 100% of GDP. We're talking over $35 trillion. Nice little chunk of change there. So, what led us to this point and how do we move forward?

Full Newsletter: https://mailchi.mp/zeihan/will-the-national-debt-kill-the-us-economy-patreon-launch

Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other. This situation has intensified since Israel became a bit more sensitive to the Middle East’s normal methods of negotiations-via-explosions following the conflict in Gaza. Let's break this all down.

Full Newsletter: https://mailchi.mp/zeihan/defanging-hezbollah

The Sinaloa Cartel, once the dominant organized crime group in Mexico, is turning on itself. This is just another notch along the downward spiral of the Sinaloa Cartel since the arrest of El Chapo years back.

Full Newsletter: https://mailchi.mp/zeihan/the-civil-war-of-the-sinaloa-cartel

Ukraine has successfully attacked several major Russian ammunition depots, with explosions detectable hundreds of miles away. These strikes suggest Ukraine's war strategy is evolving...

Full Newsletter: https://mailchi.mp/zeihan/new-ukrainian-weapons-hit-russia-where-it-hurts

Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on:

Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits

If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition

The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia

The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like?

Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain).

Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors

Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems.

Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy

German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany.

Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again

Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late.

Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media

Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out.

Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i

Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery.

Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine

Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next?

Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends?

Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports

Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it.

Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat

If the green transition is ever going to work, it needs to happen everywhere. So, don't get your drawers in a bunch when you see green energy funds from the Inflation Reduction Act being invested in Red States.

Full Newsletter: https://mailchi.mp/zeihan/why-should-red-states-get-greentech-investments

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets.

Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana

*This video was recorded in May of 2024. If you've read my book "The End of the World Is Just the Beginning" then you're well aware of the US stepping away from the Global Order. But what does life look for other countries once that happens?

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-united-states-role-in-the-new-global-order

As a result of the power struggle between the two governments in Libya, roughly 70% oil production in the country has been shut down. This could significantly impact global oil supplies and is a glimpse at the instability within Libya.

Full Newsletter: https://mailchi.mp/zeihan/libyan-oil-gets-shut-down-over-government-duel

The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges, but only managed to start some fires (as of now). This lackluster attack isn't the scariest thing, but it does highlight the growing dangers of commercial shipping in the region.

Full Newsletter: https://mailchi.mp/zeihan/the-houthis-are-still-attacking-ships-in-the-red-sea

Sure, the Cubans and the Americans have some history, but who doesn't? If both sides can let that water pass under the bridge, what will Cuba's role in the North American system look like moving forward? *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/should-cuba-integrate-with-north-america

There are lots of moving parts in the Ukraine War right now, so let's do a little recap of everything that's going on. There are four big ones...

Full Newsletter: https://mailchi.mp/zeihan/a-new-war-in-ukraine

*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia seemingly enjoy having their fingers in the African pie, but what are they doing there? And should we be worried?

Full Newsletter: https://mailchi.mp/zeihan/what-are-china-and-russia-doing-in-africa

Ukraine has made a significant push into Russian territory, capturing roughly 1,000 square kilometers within the Kursk province. The Ukrainians also destroyed a handful of bridges that will hinder Russia's logistical support for Belgorod and complicate Russian reinforcement efforts.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-pushes-into-russia-yet-nukes-didnt-fly

We're going to group therapy today, and on the docket for discussion is what makes Americans so difficult to understand? Not in a weird accent kind of way, but in a "why are we the way that we are" kind of way. *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/lifes-greatest-mystery-understanding-americans

*This video was recorded during my backpacking trip through Yosemite in the end of July. The Baltic states - Estonia, Latvia and Lithuania - are taking one step closer to the Europeans with their upcoming electrical system swap. This switch from Russian to European electrical standards marks a significant shift for these nations.

Full Newsletter: https://mailchi.mp/zeihan/the-baltics-ditch-russia-for-european-integration

*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy and its fleet of carriers (and super-carriers) haven't had much of a challenge on the seas since WWII. But of all things, it might be some low-tech jet ski bombs that change the way the world's navies operate.

Full Newsletter: https://mailchi.mp/zeihan/could-jet-ski-bombs-change-the-way-navies-operate

*This video was recorded during my backpacking trip through Yosemite in the end of July. Unless you want to start buying your guacamole in dime bags, the US better start looking for some new avocado "dealers". Yes, we're talking about the cartels’ involvement in the avocado supply chains in Mexico.

Full Newsletter: https://mailchi.mp/zeihan/the-mexican-cartels-are-double-dipping-in-the-guacamole

*This video was recorded during my backpacking trip through Yosemite in the end of July. How would you feel if you had a beautiful view of the coastline, but could only ever get out by the beach once per week? Well, now that employers can mandate a six-day work week in Greece, many are faced with that exact problem.

Full Newsletter: https://mailchi.mp/zeihan/can-the-six-day-work-week-save-greece

Myanmar doesn't often catch my attention, but with the ongoing civil war, I figured it was time to throw it into the mix. After years of civil unrest, is there a clear path to stability?

Full Newsletter: https://mailchi.mp/zeihan/myanmars-bleak-future-civil-war-and-ethnic-strife

There's no shortage of news coming out of the Middle East, but today we're going to look at the rising tensions between Israel and Iran and Iranian proxy Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/tensions-rise-in-the-middle-east-but-dont-expect-war

The situation in Bangladesh has worsened, forcing the Prime Minister to flee the country. Let's recap what led us to this point and look at what the future might hold for Bangladesh and India.

Full Newsletter: https://mailchi.mp/zeihan/protests-cause-a-mass-exodus-of-bangladesh

It's time that we discuss the situation at the US - Mexico border. What's going on and how is it all going to shake out?

Full Newsletter: https://mailchi.mp/zeihan/us-border-crossings-is-mexico-the-solution

A forest fire near my home cut my backpacking trip short, but it did allow me to record some new videos. So, today we'll be looking at some recent developments in Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/can-ukraine-claim-the-skies-and-destroy-russian-air-defenses

*This video was recorded before Peter’s backpacking trip in mid-July. Lesson of the day: if the Chinese government starts censoring a topic, it's probably time to start looking into that. Today, we'll be examining China's economy heading into 'garbage time'.

Full Newsletter: https://mailchi.mp/zeihan/the-garbage-time-of-history-chinas-economic-decline

*This video was recorded in May of 2024. We've all stared at the stars thinking about the different ways the Ukraine War could end, but could a coup or revolution in Russia be the way it goes down? It sounds great, but there's quite a few obstacles in the way.

Full Newsletter: https://mailchi.mp/zeihan/could-a-russian-revolution-end-the-ukraine-war

*This video was recorded in June of 2024. We're talking about a different kind of war today - Trade Wars. Specifically, we'll be looking at attempts by the US and EU to limit Chinese involvement in their electric vehicle markets.

Full Newsletter: https://mailchi.mp/zeihan/chinas-tariff-wars-the-eu-opens-a-new-front

I'm back home from Yosemite on a brief intermission to my summer backpacking trips, and wanted to issue an update on the Mexican Cartels. Specifically, we're talking about the arrest of Sinaloa leader, El Mayo.

Full Newsletter: https://mailchi.mp/zeihan/a-crack-in-the-north-american-drug-war

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. As the baby boomers age into retirement and Gen Z fails to satisfy the gaping hole left in the labor market, will artificial intelligence be able to help mitigate some of the fallout?

Full Newsletter: https://mailchi.mp/zeihan/can-ai-replace-those-retiring-boomers

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. I've been asked to address the claim that China has surpassed the US as a nuclear power. On paper, China might have the upper hand, but that doesn't always translate to real life.

Full Newsletter: https://mailchi.mp/zeihan/is-chinese-nuclear-tech-better-than-the-us

*This video was recorded last week, prior to Peter departing on his backpacking trip. There are reports coming out of Ukraine indicating that there has been a sharp uptick in Russian artillery losses. This data isn't confirmed, but it could be a good sign for Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-targets-russias-most-important-weapon-artillery

*This video was recorded in May of 2024.

The potential of dragging the US into a major conflict is top of mind for a lot of Americans, but what would it actually take to get us there?

Full Newsletter: https://mailchi.mp/zeihan/is-the-us-looking-for-a-war

The conflict in Gaza has been raging on for nearly 300 days, and there is no end in sight. However, Israel is heavily reliant upon American tech and weapons and that relationship could be changing.

*This video was recorded last week, prior to Peter departing on his backpacking trip.

Full Newsletter: https://mailchi.mp/zeihan/the-gaza-conflict-and-shifting-politics-in-israel

Today, we'll be looking at the recent European Commission presidential election and its broader implications for the Europeans.

*This video was recorded last week, prior to Peter departing on his backpacking trip (and prior to Biden leaving the race).

Full Newsletter: https://mailchi.mp/zeihan/yes-we-have-to-follow-elections-in-europe-too

There have been significant protests in Bangladesh over a law reserving a significant portion of government jobs for supporters of the 1971 independence revolution and their descendants. The job quota has been suspended, but protests continue.

Full Newsletter: https://mailchi.mp/zeihan/major-protests-break-out-in-bangladesh

Everyone wants to know if the assassination attempt on Donald Trump is going to impact the outcome of the election. I hate to break it to you, but no one knows.

Full Newsletter: https://mailchi.mp/zeihan/stop-obsessing-over-the-polls-and-take-a-hike-instead

The Republican Party is undergoing some evolutions at the moment, moving away from many of its traditional stances. This is part of a broader cycle in which American political parties shift and realign every few decades.

Full Newsletter: https://mailchi.mp/zeihan/americas-changing-republican-party

Well, it looks like the Germans are going to be celebrating Christmas in July. That's due to the US and Germany's decision made at the NATO conference to redeploy American mid-range weaponry to Germany. And yes, this hasn't happened since the Cold War for…historic reasons.

Full Newsletter: https://mailchi.mp/zeihan/americas-cold-war-missiles-return-to-germany-thanks-to-russia

The EU was established to promote unity and peace, but times have changed and priorities have shifted. So, what does the future of the European Union look like and how does France fit into the mix?

Full Newsletter: https://mailchi.mp/zeihan/can-the-french-lead-the-eu-into-the-future

On Saturday, July 13, there was an attempted assassination of Donald Trump. I'm not here to give you the play-by-play that you can get from the news, instead I want to put this incident into context of the broader political and economic shifts.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-and-a-changing-world

After the first round of European Parliament elections, the French far-right (represented by the National Rally) had a great showing. President Macron wasn't too happy with that outcome, so he called snap elections to give his party a second shot at capturing a majority.

Full Newsletter: https://mailchi.mp/zeihan/why-should-europe-worry-about-the-french-elections

Next up on our list of important elections around the globe is the Iranian presidential elections. We'll be looking at Iran's new President-elect, Masoud Pezeshkian, and what his victory might mean for the country.

Full Newsletter: https://mailchi.mp/zeihan/irans-president-elect-sparks-change-but-how-much

In case you've been buried neck deep in US political news, there are some fairly important elections taking place across the globe. For the first country in our little global election coverage, we'll be looking at the United Kingdom.

Full Newsletter: https://mailchi.mp/zeihan/uk-elections-starting-over

I get a lot of "what if..." and "what happens next..." style questions and most of them suck, but today's question takes us down a fairly interesting rabbit hole - what happens to China if Chairman Xi Jinping dies or steps down?

Full Newsletter: https://mailchi.mp/zeihan/china-after-xi

While the Italians may have mastered the arts of pasta, wine and gelato, they should have been spending less time in the kitchen and more in...another room. That's right, we're looking at the demographic problems facing Italy, and Genoa will be our example.

Full Newsletter: https://mailchi.mp/zeihan/why-genoa-is-graying-italys-demographic-decline

For all the hungover Americans out there, I heard the best cure after a long day of drinking is to talk about inflation. Well, maybe it will just make your head hurt more, but you still have the weekend ahead of you to relax...

Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserve-and-its-inflation-target

If you watched the presidential debate last week, I'm sure you're really, really excited for the election this year! Since so many of you wanted me to talk about this fever dream we're living in, I figured we'd do it on Independence Day.

Full Newsletter: https://mailchi.mp/zeihan/the-senior-home-showdown-delusional-biden-vs-demented-trump

Despite most countries in the West wanting to rid themselves of any involvement with the Russians, the oil revenues continue to flow into Russian pockets. So why haven't Western countries dropped the hammer on Russian oil exports?

Full Newsletter: https://mailchi.mp/zeihan/why-the-west-cant-quit-russian-oil

The Israeli Supreme Court just ruled that the ultra-Orthodox community will no longer get exemption from military service. This addresses a number of long-standing issues, but it could spell trouble for Netanyahu's political career.

Full Newsletter: https://mailchi.mp/zeihan/no-more-military-exemption-for-israeli-ultra-orthodox

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

China has been the global manufacturing hub for decades, but what happens if that goes away? If and when China experiences a significant collapse, someone will have some big shoes to fill, but who can do it?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-manufacturing-where-and-why

Europe has been taking a beating lately, from economic issues to demographic problems, but there's a new one on the horizon. When the Ukraine War wraps up, what will the European energy situation look like?

Full Newsletter: https://mailchi.mp/zeihan/the-europeans-are-having-some-gas-problems

If there's anything Putin's good at, its pressing the West's buttons...and his latest trip to North Korea is no exception. However, by signing a new defense pact with Kim Jong Un, Putin might inadvertanly gain Ukraine a new supporter.

Full Newsletter: https://mailchi.mp/zeihan/backfire-putins-north-korean-joyride

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

There are only a few days left in our MedShare donation matching drive for the month of June. $100,000 in donations will be matched this month to our chosen charity partner, MedShare International.

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Last week, I talked about how Ukraine has been targeting Russian air infrastructure to prepare for the arrival of their F-16s. Well, Ukraine launched a rocket attack on occupied Crimea and destroyed some air defenses and one of Russia's deep space satellite communication stations.

Full Newsletter: https://mailchi.mp/zeihan/russians-in-space

Micro-States like Monaco and San Marino aren't often included in major geopolitical discussions, but every so often they get called up to the big leagues. Next up to the plate: San Marino.

Full Newsletter: https://mailchi.mp/zeihan/exploring-the-geopolitics-of-micro-states

With Russian President Vladimir Putin heading to Vietnam, some American security experts are getting concerned about the future of the US-Vietnam relationship. To understand why the Vietnamese are working with Russia, we need to take a quick history lesson.

Full Newsletter: https://mailchi.mp/zeihan/mr-putin-goes-to-hanoi

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you ask a fifth grader what the key to being a good spy is, they would likely respond with some variation of being sneaky or concealing your identity. Well, on today's episode of "Are You Smarter than a 5th Grader", we're placing Russian Spies in the hot seat.

Full Newsletter: https://mailchi.mp/zeihan/russia-and-the-changing-nature-of-the-spy-game

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you don't want to start your day with beautiful beach views and economic forecasts, you may want to skip the video. Today we'll be discussing recent changes to the US economy and what future impacts might look like.

Full Newsletter: https://mailchi.mp/zeihan/strong-american-growth-and-something-to-worry-about

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Ukraine is gearing up for one of its most important offensives to date, but what makes this one so different from the rest?

Full Newsletter: https://mailchi.mp/zeihan/ukraine-f-16s-offensives-and-abject-humiliation

For years I’ve warned that a war between Russia and Ukraine was inevitable, but why didn't Putin just play the nuke card? As an add-on, we'll also be touching on some new Russian alliances that could rub the US the wrong way.

Full Newsletter: https://mailchi.mp/zeihan/why-did-russia-choose-invasion-over-nukes

The recent European elections yielded some significant gains for hard-right parties in a number of countries. Today, we'll be focusing on Germany, Italy, and France, and whether these shifts are game-changers or more political minutia.

Full Newsletter: https://mailchi.mp/zeihan/major-european-powers-lean-right-in-recent-elections

After years of mismanagement and corruption, Venezuela may have finally reached its tipping point.

Full Newsletter: https://mailchi.mp/zeihan/the-impending-collapse-of-venezuela

During my European travels, I've received a handful of questions regarding the lack of support for Ukraine coming from Austria, Slovakia, and Hungary. So, let's address why these countries are holding out amid the Russian invasion.

Full Newsletter: https://mailchi.mp/zeihan/austria-slovakia-and-hungary-ignore-ukraine

Donate to MedShare: https://www.medshare.org/zeihan-impact/

We've got a few more elections to talk about today, and who knows, maybe the US might even learn something from South Africa and India.

Full Newsletter: https://mailchi.mp/zeihan/elections-in-south-africa-and-india

I know there's plenty of issues with the American political system, but let's take a break from all that and talk about European politics for the day. Given the ongoing European Parliament elections, let’s look at the far-right’s footholds in Europe.

Full Newsletter: https://mailchi.mp/zeihan/the-rise-of-the-european-far-right

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

I’m pleased to announce our donation matching drive for the month of June. We will be matching up to $50,000 in donations this month to our chosen charity partner, MedShare International.

Full Newsletter: https://mailchi.mp/zeihan/announcing-our-june-medshare-donation-match

The most recent Mexican elections have resulted in the victory of Mexico's first female -and- Jewish leader, Claudia Sheinbaum. She will be succeeding current populist President AMLO, but how much change will this actually bring?

Full Newsletter: https://mailchi.mp/zeihan/is-mexicos-new-president-just-a-puppet-for-amlo

It’s time for an update on the situation in the Red Sea and what the Houthis have been up to as of late. Spoiler alert: most of the ships are taking the longer route around Africa, but there's a handful still navigating this region.

Full Newsletter: https://mailchi.mp/zeihan/danger-in-the-red-sea-who-shall-the-houthis-let-pass

There’s no shortage of things to worry about in this world, but there’s a few things that live rent free in my mind. On June 5th at 12:00 pm EST, I’ll be opening up Pandora’s Box and sharing my biggest fears in regards to the American economic system.

Register for the Webinar Here: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

From the beginning of the Ukraine War, the Western nations have placed restrictions on how their weapons donations to Ukraine can be used. Specifically, Western nations have been concerned that if Ukraine targets Russian forces within Russia, escalation may be unavoidable. But recent events have forced a change of calculus in the West.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-opens-up-on-belgorod

Well, we've all heard the news at this point. Trump is a FELON, after being convicted on 34 counts of financial fraud related to hiding his affair. So, can Trump spin this "publicity" in a positive light or will it bite him in the ass come November?

Full Newsletter: https://mailchi.mp/zeihan/can-former-president-trump-make-felonies-great-again

The Western world is beginning to entertain the conversation over the use of Western weapons targeting Russian systems within Russia. There are a handful of countries that have issued their support, but will it be enough?

Full Newsletter: https://mailchi.mp/zeihan/will-the-west-greenlight-strikes-inside-russia

Register for the Risk List Webinar: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

We're looking at the Ukraine War and the increase of drone assaults on Russia. Specifically, we'll be looking at the attacks on container radars used for aircraft and ballistic missile detection.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-attacks-on-russian-container-radars

If you're planning a coast-to-coast road trip through the US, you might want to wait until the Biden administration can liquidate the northeast gasoline reserves, here's why...

Full Newsletter: https://mailchi.mp/zeihan/the-biden-admin-liquidates-northeast-gas-reserves

I've avoided talking about the Israel and Gaza conflict as much a possible (given that there's no favorable outcomes for anyone involved), but some recent changes have forced my hand.

Full Newsletter: https://mailchi.mp/zeihan/the-much-extended-agony-of-israel-and-gaza

It's no surprise that the French like to be "involved" in as many places as possible, but what's going on with the current rebellion in the French protectorate of New Caledonia?

Full Newsletter: https://mailchi.mp/zeihan/france-and-azerbaijan-fighting-over-new-caledonia

Today we'll be looking at why the French are considering sending military aid to Armenia...and no, its not because they're looking to swap croissant and nazook recipes.

Full Newsletter: https://mailchi.mp/zeihan/why-are-the-french-getting-involved-with-armenia

We've got some more interview style questions for you today! We'll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab.

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-future-of-chinese-expansion-and-energy

Other than a slight bump in sales during the holidays (shoutout to all the naughty kids), coal has been on the decline for quite a while now. With more environmentally friendly alternatives surging into the spotlight, how does coal fit into the energy framework?

Full Newsletter: https://mailchi.mp/zeihan/why-the-us-is-ditching-coal-as-an-energy-source

I've started hearing rumblings about the American power grid and vulnerability to cyber attacks. Sure there's been hiccups throughout the years, but this one isn't keeping me up at night.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-the-us-power-grid

Iranian State media has confirmed the death of Iranian President Ebrahim Raisi May 19th, following the crash of his helicopter over Iranian Azerbaijan.

Full Newsletter: https://mailchi.mp/zeihan/iranian-president-ebrahim-raisi-is-dead

Everyone is talking about Iran's potential development of an active nuclear weapon. Before anyone gets too frightened at the prospect of this announcement, let me give you some food for thought.

Full Newsletter: https://mailchi.mp/zeihan/does-iran-actually-have-a-nuclear-weapon

On Wednesday May 15, there was an assassination attempt on Slovakia's Prime Minister, Robert Fico. At the time of recording, the PM was still in critical condition and there's no clear political group or foreign entity claiming responsibility.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-on-slovakias-prime-minister

We've got another question for our Ask Peter series today: What are the long-term impacts to Western interests of the recent political upheaval in West Africa/the Sahel, especially given the break in security partnerships with the United States and Paris?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-politics-and-peace-in-west-africa

Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and more. This is an attempt to prevent China from dominating industries that the US wants to develop.

Full Newsletter: https://mailchi.mp/zeihan/the-us-places-huge-tariffs-on-chinese-imports

Well, I hate to say it, but Putin might actually be making a solid strategic move by removing Defense Minister Sergei Shoigu from office.

Full Newsletter: https://mailchi.mp/zeihan/putin-removes-defense-minister

We've got some new players in the global weapons trade, and let's just say that I prefer the old gun runners.

Full Newsletter: https://mailchi.mp/zeihan/adventures-in-gun-running-iran

Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go.

Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer

Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman.

Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low

The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth...

Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration

Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance

We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing.

Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain

Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration

The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US).

Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers

The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about.

Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks

A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it.

Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here

Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years.

Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands

The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US).

Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth

RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process.

Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election

As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be.

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil?

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries?

Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now

This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet?

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet

When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars

Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine.

Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine

It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations.

Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics

The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method.

Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap

In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show.

Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of

I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth?

Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem

Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way.

Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret

With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS.

Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan

Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon.

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe

I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why.

Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil

The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan.

Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs

Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones.

Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture

At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it...

Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore

If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros...

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education

There's been recent discussions by French President Macron regarding deploying French troops to Ukraine. Is this really going to happen and why would they do this?

Full Newsletter: https://mailchi.mp/zeihan/what-are-the-french-up-to-in-ukraine

The new face of military technology is here...and no its not some Master Chief type suit running around the battlefield. We're talking about the democratization of tech applications and the empowerment of individual soldiers to make strategic decisions.

Full Newsletter: https://mailchi.mp/zeihan/the-new-face-of-military-technology

The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero to negative interest rates. So, is this a sign of a return to normality for Japan or is something else going on?

Full Newsletter: https://mailchi.mp/zeihan/japan-zero-no-more

More details have emerged about the March 22 terror attack outside Moscow. The information does not look good, with the biggest takeaway being the Russian government's showcasing of a shocking incompetence in security matters. That will haunt this regime until the day it falls.

Full Newsletter: https://mailchi.mp/zeihan/the-rising-incompetence-of-the-russian-system

Late evening on Friday, March 22 local time, three gunman attacked a concert venue in a Moscow suburb, setting it ablaze and killing an as-yet-unknown number of civilians.

Full Newsletter: https://mailchi.mp/zeihan/terror-attack-at-concert-hall-in-moscow-suburb

We're all quite familiar with the concept of inflation, but inflation's dark and twisted sister -deflation- doesn't come out of his shell all that often. So, for our next episode of 'Things I Worry About' we're talking about deflation.

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-deflation

We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies.

Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth

It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US.

Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us

The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn

Some European economists came up with a super-duper-hyper-revolutionary solution to the green problem...just use less energy! Crazy, right? Before we write off this idea completely, let's break it down.

Full Newsletter: https://mailchi.mp/zeihan/does-a-green-future-lower-energy-usage

In this episode, we'll be discussing a wide array of topics, including labor problems and AI's impact on labor markets, challenges associated with chip shortages, differences between developing and developed countries, China's future, and more.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-4

Ukraine has been ramping up drone strikes and they just successfully hit another refining complex in Russia. The strike on the Nizhny Novgorod complex triggered a major fire and caused significant damage to storage units as well as other refining equipment. The pipeline network, however, remains intact.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-strike-hits-refining-complex-deep-in-russia

In President Biden's State of the Union address a few days ago, he announced plans to build a floating dock to deliver humanitarian aid to Gaza. This dock would help provide significant food supplies to this area, but at what cost?

Full Newsletter: https://mailchi.mp/zeihan/a-wtf-moment-in-the-middle-east

We've seen both sides of the conflict in Ukraine adopting and adapting new ways of fighting. While Ukraine has innovated with drones and satellite tech, Russia has modified its large FAB-1500 dumb bombs into glide bombs.

Full Newsletter: https://mailchi.mp/zeihan/russian-bombs-get-an-upgrade

The House of Representatives is looking like dysfunctional family as of late, and of course, the weird uncle stirring up the pot is the Greenpeace faction. Opposing nearly every bill that dares to exist, they've essentially halted all legislative proceedings.

Full Newsletter: https://mailchi.mp/zeihan/a-faint-glimmer-of-hope-in-the-house-of-representatives

One of the most asked questions I receive is "what keeps you up at night?" So, I figured I would turn that question into a series called "Things I (Don’t) Worry About" where I'll discuss all the things that have me tossing and turning and what helps me sleep like a rock. First on the docket is the semiconductor industry.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-collapse-of-the-semiconductor-industry

We've all been hearing sci-fi tales of quantum computing for decades now, but what will its impact actually look like and how soon can we expect it?

Full Newsletter: https://mailchi.mp/zeihan/quantum-computing-and-the-future-of-technology

In this episode, we'll be discussing the complex relationship between China and Taiwan, China’s struggle with youth unemployment, and a look back at some of my predictions from 2023.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-3

I was scanning the financial news this morning and realized Germany was in recession. In my morning brief I was informed Japan was in recession as well. On a call with a client someone brought up that the United Kingdom had joined the downers club. A quick convo with the staff revealed the same was true for Hungary and Ireland. And Greece and Lithuania and Estonia and Finland. Israel probably as well, while Australia, New Zealand, France, Spain and Italy are only a rounding error away. China’s data, such that it is, suggests that the Middle Kingdom is by most definitions at best recession-adjacent.

Full Newsletter: https://mailchi.mp/zeihan/recession-for-almost-everyone

If you've seen the videos of tractors driving through city centers and spraying manure on government buildings, then you're well aware of the farmer protests happening throughout Europe...but why are they protesting?

Full Newsletter: https://mailchi.mp/zeihan/europes-latest-s-show-farmers-on-strike

In a marked shift away from the historical relationship between Israel and Moscow, Israel plans to send early warning radar to Ukraine. The details of this plan are still unconfirmed, but let's break it down.

Full Newsletter: https://mailchi.mp/zeihan/israel-and-russia-fall-out-kindle

Before I take the stage at the Country Music Hall of Fame here in Nashville, I figured we should talk about the future of tourism and where all the bachelorette parties are heading next.

Full Newsletter: https://mailchi.mp/zeihan/tourism-trends-where-are-you-spending-vacation

For all those with an aversion to woodchippers...today's video is for you. That's right, I'm in Fargo, North Dakota and we're discussing the state's agricultural prowess despite a lack of water access.

Ask Peter A Question: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/a-north-dakota-love-story

In this episode, we'll be discussing immigration in Germany, the Hamas-Israel conflict, agricultural challenges in Sudan and South Africa, the UK's trade relationship with the US post-Brexit, the future of blue-collar work and productivity enhancement through automation and AI.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-2

I've had a lot of you write in concerned about Chinese land purchases in the United States. There's not much to be concerned about here, but let me paint the full picture for you.

Full Newsletter: https://mailchi.mp/zeihan/should-we-worry-about-chinese-land-purchases-in-the-us

Hungarian Prime Minister Viktor Orban has indicated that Sweden accession to NATO shall be ratified by the Hungarian Parliament before March 1, which means Sweden will soon be welcomed into the alliance as a full member.

Full Newsletter: https://mailchi.mp/zeihan/sweden-in-nato-recap

During a rally last week, former President Donald Trump stated that European allies that do not contribute enough to NATO (in his eyes) would not receive support if Russia were to attack them. Regardless of where you stand on this issue, we need to consider the repercussions of the US stepping away from the NATO alliance.

Full Newsletter: https://mailchi.mp/zeihan/europe-goes-nuclear-is-america-leaving-nato

Today's entry into our 'Post American' series is a country with a complex political, economic and security landscape. Its a country forged from colonialism that is comprised of diverse ethnic groups coexisting under a single political entity - Nigeria.

Full Newsletter: https://mailchi.mp/zeihan/nigeria-after-america

Alexei Navalny, a prominent political prisoner and Putin critic, died in a harsh Siberian prison. This prison was a former Soviet-era gulag, so no real surprise there...

Full Newsletter: https://mailchi.mp/zeihan/russian-opposition-leader-alexei-navalny-dies-in-prison

This is the first episode of our new series called 'Question Time with Peter Zeihan!' Every week or so I'll be sitting down with one of the team members from Zeihan on Geopolitics and have them dish out some rapid-fire questions from the 'Ask Peter' forum.

Ask Questions Here: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-1

For those with daddy issues, today's installment in the 'Post American' series might be a bit triggering. If you're still reading, we'll be looking at the UK's economic and security dilemmas as the global order falls.

Full Newsletter: https://mailchi.mp/zeihan/the-united-kingdom-after-america

The Greens are celebrating and the oil industry is kicking and screaming over the Biden administration's decision to pause the review process of liquefied natural gas (LNG) exports. However, this decision’s actual impact is microscopic.

Full Newsletter: https://mailchi.mp/zeihan/the-biden-administration-blocks-lng-exports-sorta

At this point you’ve all seen or heard about Tucker Carlson’s interview with Putin (if you haven’t…you didn’t miss much). This was the first time Putin has spoken to an American “journalist” since his military invaded Ukraine in February 2022.

Full Newsletter: https://mailchi.mp/zeihan/putins-puppet-show

The semiconductor industry is one of ever-growing importance and its leaders—Intel and TSMC—are now fighting to be the first to bring the next generation of advanced chips to market.

Full Newsletter: https://mailchi.mp/zeihan/the-bleeding-edge-of-semiconductors

⁠This conversation took place on October 5th, 2023 at the North Capital Forum 2023 in Mexico City. We discussed the opportunities and challenges that lie ahead for North America.

This is an interview with Enrique Perret, Managing Director of the U.S.-Mexico Foundation (USMF) & President and Founder, North Capital Forum (NCF).

Full Newsletter: https://mailchi.mp/zeihan/crazy-little-thing-called-geopolitics

Some of you out there might grovel when the first snowflakes of the season fall, but I'd be willing to bet that the geopolitical significance of that snow hasn't crossed your mind. Today, we'll be exploring winters impact on agriculture and global food security.

Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-winter

This next country might surprise some of you, but deglobalization might give Poland its moment of fame. That's if they play their cards right, and even then, it will be a fleeting moment, but a moment in the spotlight nonetheless.

Full Newsletter: https://mailchi.mp/zeihan/poland-after-america

The Middle East has been a thorn in the side for the US since day one, so why haven't the Americans just abandoned ship? To understand why the US is still involved in the Middle East (and openly facing these potshot-esqe attacks), we need to breakdown this region...

Full Newsletter: https://mailchi.mp/zeihan/why-the-middle-east-is-so-aggravating

Today, we're looking at another region that the US will continue to keep tabs on - East Asia. This is one of those regions that will be plenty exciting in coming years, so let's jump in.

This video was recorded in the fall of 2023.

Full Newsletter: https://mailchi.mp/zeihan/east-asia-after-america

Today's discussion comes to you from Huron Peak. We'll discuss one of the middle powers that's been dealt a bad hand: Romania. At first glance, Romania's geographic situation looks alright - a nice chunk of land near some water bracketed by the Carpathian Mountains - but zoom in, and you'll find three very troubling access points.

Full Newsletter: https://mailchi.mp/zeihan/romania-after-america

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has found itself in quite a predicament.

Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-global-maritime-shipping

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive. Let’s look at how we got to this point and some potential paths forward.

Full Newsletter: https://mailchi.mp/zeihan/the-chinese-housing-crisis-evergrandes-bankruptcy

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria border. I expect a timely retaliation by the US, but what will that look like?

Full Newsletter: https://mailchi.mp/zeihan/the-us-and-iran-deciding-what-to-bomb

We are taking a question from the 'Ask Peter' forum today - am I worried about Ukraine's dwindling weapon's supplies in light of what's going on with the US Congress? Yes, yes I am.

Full Newsletter: https://mailchi.mp/zeihan/us-congress-dysfunction-blocking-aid-to-ukraine

Finnish politics are not something that often make the headlines, but with a marked shift away from “Finlandization” (when a smaller country remains neutral to appease a larger and more powerful neighboring country) comes some unfamiliar coverage.

Full Newsletter: https://mailchi.mp/zeihan/finnish-presidential-elections-and-anti-russian-sentiment

Ukraine managed to sneak some drones by Russian air defenses and hit the Ust-Luga oil refinery and loading facility. The attack didn't cause significant damage, but it disrupted production and shipping operations.

Ask Peter your question here: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/ukraine-attacks-russian-energy-terminal

Today we're talking about the Indians and pirates - sorry sports fans, not those ones. India launched a successful counter-piracy operation off the coast of Somalia, which has helped reaffirm its global strategic importance, but raised some eyebrows in the process.

Full Newsletter: https://mailchi.mp/zeihan/indias-counter-piracy-operation-a-geopolitical-wormhole

Today, we're looking at the US natural gas market based on energy data from 2023. The US natural gas market was remarkably stable in 2023, so being the world's largest producer and exporter of natural gas has its perks.

Full Newsletter: https://mailchi.mp/zeihan/us-natural-gas-and-global-energy-supplies

The largest Greentech power generation system in the hemisphere is under construction in New Mexico. SunZia has raised $11 billion for this project and aims to generate 3.5 gigawatts of wind power for the NM, AZ, and CA energy markets.

Full Newsletter: https://mailchi.mp/zeihan/how-to-do-greentech-well-the-sunzia-wind-farm

We're talking about an area in northern Europe fractured by history - the Scandinavian region. What was once a series of powerful and interconnected Viking port cities has been a fairly sleepy backwater for the past 300 years...but it might be time for a family reunion.

Full Newsletter: https://mailchi.mp/zeihan/scandinavia-after-america

With cold fronts rushing through much of the country, the Texas power grid had lots of eyes on it this past week. Thankfully, some "updates" over the past couple years have helped the Texans avoid catastrophe.

Full Newsletter: https://mailchi.mp/zeihan/texas-did-not-fall-down-energy-grid-updates

When one of your best options for securing an energy supply route is with the Pakistani Taliban, you know you've got some problems. So go ahead and add that one to China's ever-growing list of 'shit to figure out.'

Full Newsletter: https://mailchi.mp/zeihan/chinas-energy-problem

We're back with part two of Russia's missile-sourcing escapade. Today we're looking at the specifics of these North Korean missiles and their significance.

Full Newsletter: https://mailchi.mp/zeihan/north-korean-missiles-heading-to-russia-part-two

The Russian military industrial complex can't keep up with the demands of the Ukraine War, so the Russians are sourcing large quantities of short-range ballistic missiles from North Korea and Iran.

Full Newsletter: https://mailchi.mp/zeihan/why-are-the-russians-shopping-for-missiles

Next on the list in our 'Post-American' series is Sub-Saharan Africa. This region is filled with geographical challenges, slow growth and development, and several other obstacles, but a handful of countries will be alright.

Full Newsletter: https://mailchi.mp/zeihan/sub-saharan-africa-after-america

Things in the Red Sea have ramped up yet again. The Houthis, who are an Iranian-backed Shiite group in Yemen, launched a series of missile and drone attacks on international shipping. Early today, the United States conducted a retaliatory air assault on Houthi targets.

Full Newsletter: https://mailchi.mp/zeihan/us-navy-strikes-houthi-forces-in-yemen

I had a handful of y'all point out that not everyone in the recent Chinese purges was targeted for political reasons; instead, many of these folks are facing corruption charges.

Full Newsletter: https://mailchi.mp/zeihan/how-extensive-is-the-corruption-in-the-chinese-military

Xi Jinping is doing his best Darth Vader impression and has the Chinese military in a force choke. After purging the system of anyone who can think, all that remains is the shell of a Defense Minister (now a press secretary for military diplomacy) and the "real" decision makers - the Central Military Commission - chaired by none other than Xi himself.

Full Newsletter: https://mailchi.mp/zeihan/chairman-xi-jinping-guts-the-chinese-military

No proper discussion of American politics is complete without mentioning the Independents. While their voting patterns have been historically predictable, Trump has Independents shaking things up a bit.

Full Newsletter: https://mailchi.mp/zeihan/what-power-do-the-independents-have-over-trump

If you watched yesterday's video, then you already know that Donald Trump has no shot at winning the general election (assuming he's not DQ'd or in jail). Today, we're looking at WHY Trump can't get elected.

Full Newsletter: https://mailchi.mp/zeihan/the-breakdown-of-the-republican-coalition

As I recorded this video on January 6th - it was inevitable that we'd be talking about Trump's involvement in the insurrection. Specifically, we're breaking down the Colorado Supreme Court ruling disqualifying him from running for office. I'll try to keep my opinions on this situation to myself, but Trump's challenging of the state-level prerogatives is too ironic not to mention.

Full Newsletter: https://mailchi.mp/zeihan/trumps-disqualification-how-we-got-here

Arguably the most brutal battle of the Ukraine War is now in its fourth month: the battle of Avdiivka. Let’s take a deep look at its strategic importance for both sides.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-the-battle-of-avdiivka