The Peter Zeihan Podcast Series Ukraine Hits the Caspian and Europe Goes Nuclear || Peter Zeihan
4 snips
Dec 23, 2025 Ukraine makes waves by striking two ships in the Caspian Sea, disrupting Russia's military logistics. This move sparks conversations about Iran's drone technology supply and its impact on the frontline. On the energy front, Poland's nuclear power plant gets EU approval, linking energy security with military strength. The potential for civilian reactors to produce plutonium raises concerns about new European nuclear powers. As the U.S. steps back, Europe is stepping up, preparing for self-defense in a changing geopolitical landscape.
AI Snips
Chapters
Transcript
Episode notes
Ukraine Extends Reach Into The Caspian
- Ukraine struck two ships in the Caspian Sea, expanding its operational reach far beyond prior strikes.
- Hitting a landlocked, logistically constrained theater forces Russia into costly defensive diversions.
Caspian Geography Creates Strategic Vulnerability
- The Caspian is effectively demilitarized because it's hard to bring ships in, so strikes there are uniquely disruptive.
- Russia would struggle to respond without deploying a naval presence that is expensive and hard to supply.
Poland Gets EU OK For Nuclear Build
- The EU approved Polish state subsidies to build Poland's first nuclear power plant with construction starting in two years.
- Nuclear offers logistics resilience since fuel deliveries occur infrequently compared with daily oil or gas shipments.