

The Peter Zeihan Podcast Series
Peter Zeihan
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
Episodes
Mentioned books

Nov 1, 2024 • 10min
Climate Change Will Be Different for Everyone || Peter Zeihan
The discussion dives into the realities of climate change, emphasizing the potential for significant warming by century's end. It highlights the varying impacts on global habitats and agriculture, revealing how different regions will face unique challenges. Vulnerable cities are scrutinized for health risks, while the shifting landscape of food production presents both hurdles and opportunities. This multifaceted approach sheds light on the urgent need for adaptive strategies in our changing world.

Oct 31, 2024 • 5min
Russians, Russians Everywhere + Final Call For MedShare Fundraiser || Peter Zeihan
Explore the escalating tensions as Poland expels Russian diplomats accused of sabotage. Discover the unsettling implications of Russian intelligence officers being redeployed globally, pivoting towards regions like Africa and Mexico. The discussion highlights how these moves affect Russia's geopolitical influence and resource strategies amid mounting international sanctions. Plus, don't miss the last call to support hurricane relief efforts through a unique Patreon initiative!

Oct 30, 2024 • 6min
SMRs Are Giving Nuclear Power a Facelift || Peter Zeihan
Nuclear power is shaking off its negative reputation with the rise of small modular reactors (SMRs). These innovative solutions promise a reliable, carbon-free energy future. The discussion dives into the challenges of aging infrastructure and public perception while highlighting investments from tech companies. There’s optimism surrounding SMRs as they could revolutionize how we think about energy, all against a backdrop of potential regulatory hurdles.

Oct 29, 2024 • 7min
Cuba's Power Grid Fails, But an Opportunity Arises || Peter Zeihan
Cuba faces an energy crisis as its power grid collapses, largely due to outdated infrastructure and dwindling foreign support. The recent failures are exacerbated by Hurricane Oscar, highlighting a long-standing dependence on Soviet and Venezuelan fuel. Yet, amid these challenges, a unique opportunity for improved relations between the U.S. and Cuba could spark change. Exploring these political dynamics unveils potential pathways for collaboration and modernization that could reshape the island's future.

Oct 28, 2024 • 6min
SpaceX Takes "One Giant Leap" for Space Tech || Peter Zeihan
This podcast dives into the groundbreaking advancements in space technology, particularly focusing on SpaceX's innovative booster recovery system. It discusses how these developments could lead to more economical access to space. The implications extend beyond exploration; there’s exciting talk about manufacturing specialized items in orbit, pointing towards a transformative future for space industries. Get ready to explore how we might soon revolutionize space economics!

Oct 26, 2024 • 6min
Europe Takes One Step Closer to Nukes... || Peter Zeihan
Concerns are rising in Europe regarding potential US political shifts affecting support for Ukraine. Without American backing, many European nations might consider nuclear options for deterrence. The discussion highlights the implications of a Trump victory on international relations and military strategies in Europe.

4 snips
Oct 25, 2024 • 6min
Will Saudi Arabia Start an Oil Price War? || Peter Zeihan
The podcast dives into Saudi Arabia's possible strategy shift in oil production. It ponders an increase of up to 3 million barrels a day to lower prices around $50 per barrel. The conversation also speculates on the implications of an oil price war involving Saudi Arabia and Russia. It highlights how U.S. shale producers may withstand these challenges despite the geopolitical tensions impacting Russia. Exciting insights reveal the complex dynamics of global oil markets and the resilience of various players.

Oct 24, 2024 • 5min
The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan
The podcast dives into the semiconductor manufacturing ambitions of the UAE and India. It contrasts the UAE's partnerships with giants like Samsung and TSMC against India's focus on lower-tier chip production. The discussion reveals insights into regional capabilities, infrastructure, and labor dynamics. As both countries pivot towards localizing their industries, intriguing predictions about the future landscape of global semiconductor supply chains emerge.

Oct 23, 2024 • 9min
China Faces Deflation as Economy Stutters || Peter Zeihan
Explore the economic turbulence facing China, with a focus on deflation and a shrinking consumer base. The podcast dives into the challenges of low birth rates and historical oversupply, illustrating how these factors threaten stability. It also draws parallels to Japan's past struggles, emphasizing the importance of consumer spending in revitalizing the economy. Additionally, potential geopolitical tensions in the Middle East hint at possible oil crises, adding another layer of complexity to China's economic landscape.

Oct 22, 2024 • 8min
The (Next) Gulf War Is Coming || Peter Zeihan
Tensions are rising in the Middle East, sparking fears of a new oil crisis. The discussion covers a potential military invasion for oil resources and its global repercussions. Iran and Saudi Arabia's conflict could escalate, impacting energy exports and regional stability. Historical context frames the current geopolitical landscape, emphasizing U.S. interests, especially amid the Ukraine conflict. The implications for the global oil supply and prices are critically examined, highlighting the interests of major players like China.