The Peter Zeihan Podcast Series Say Goodbye to the World's Trade Routes || Peter Zeihan
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Oct 6, 2025 In a world on the brink of trade route upheaval, the podcast explores which paths will crack first. Southeast Asian corridors, particularly the Malacca–Lindas route, are poised for stability, while the Persian Gulf faces imminent threats due to geopolitical tensions. The fate of the Baltic Sea hangs in the balance, tied intricately to the ongoing Ukraine conflict. As alliances shift and globalization wanes, the podcast dives deep into the precarious landscape of global trade and its uncertain future.
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Southeast Asia Route Likely To Hold
- Southeast Asian routes link Northeast Asia to Eurasia and rely on many countries' mutual interest in trade and supply chains.
- Peter Zeihan argues these shared incentives make the Malacca/Lombok route likely to remain functional unless things get catastrophically worse.
Hormuz Route Faces Major Risk
- The Persian Gulf route through Hormuz is highly vulnerable because regional forces can interdict it with missiles, jets, and drones.
- Peter Zeihan warns closure of Hormuz could halt ~20 million barrels per day, devastating customers in East Asia, especially China.
Baltic Shipping Hinges On Ukraine War
- The Baltic Sea has long been both a commercial zone and a locus of conflict, and its future depends on the Ukraine war's outcome.
- Peter Zeihan says Western interference or Russian disruption could shut or severely hamper Baltic shipping, but the risk varies with Russia's success in Ukraine.