The Peter Zeihan Podcast Series

The Two-Sided Coin of Russian Sanctions || Peter Zeihan

4 snips
Feb 1, 2025
Explore the intricate world of Russian sanctions and their effective implementation. The discussion highlights the Shadow Fleet's tactics for evading restrictions and the domino effect this has on global supply chains. Additionally, consider the implications of targeting older vessels to enforce these sanctions further. The conversation sheds light on the complex interplay between geopolitical actions and market dynamics.
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ADVICE

Target the Shadow Fleet

  • To effectively sanction Russia, target their shadow fleet, hindering their ability to transport goods.
  • This disrupts the supply chain, impacting crucial resources like oil, wheat, and fertilizer.
INSIGHT

Changing Ship Registries

  • Targeting Russian shipping requires linking ship registries to countries with naval forces for protection.
  • Currently, no country has enough naval power to protect global shipping, making this a significant shift in maritime operations.
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