The Peter Zeihan Podcast Series Trump Trade Talks: US-EU Strike a Deal || Peter Zeihan
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Aug 11, 2025 The podcast explores the recent trade deal between the U.S. and the EU, revealing the gap between its political hype and actual impact. It dissects the complexities of tariff negotiations and their significance for both economies. Additionally, a critical look at U.S.-EU energy trade discusses inflated expectations versus real-world challenges. The conversation highlights the political barriers and economic consequences for American exporters seeking to navigate this tangled web.
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Tariff Headline Overstates Effect
- Peter Zeihan warns Trump's 15% tariff claim is mostly a political headline.
- Most EU goods we buy can't be resourced elsewhere, so demand drops instead of reshoring.
$750B Energy Promise Is Implausible
- Peter Zeihan says the EU's $750B energy pledge over three years is unrealistic.
- The U.S. exports roughly $300B in energy, so the math doesn't add up.
Redirecting LNG Would Hurt US Exporters
- Peter Zeihan explains forcing EU LNG purchases would shift sales from high‑priced spot markets to low‑priced long‑term contracts.
- That would cut U.S. exporters' profits dramatically and eliminate some producers.