

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

Sep 9, 2024 • 7min
The Geopolitics of Wine || Peter Zeihan
Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine

Sep 6, 2024 • 5min
China Will Soon Lose the Title of "World's Manufacturer" || Peter Zeihan
Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next? Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer

Sep 5, 2024 • 6min
Deglobalization's Impact on Global Food Exports || Peter Zeihan
In this discussion, Peter Zeihan, a renowned author and geopolitical strategist, dives into the implications of deglobalization on food exports. He explores how globalization has transformed even the poorest lands into productive farms. As the world shifts back towards fragmentation, he warns of the challenges in agricultural exports, emphasizing resource scarcity and geopolitical tensions. Peter's insights highlight the potential decline in food availability, making listeners reconsider the stability of our food systems.

Sep 4, 2024 • 6min
Will Climate Change Be the Death of Wheat? || Peter Zeihan
Peter Zeihan, a renowned geopolitical analyst and author, dives into the realities of climate change in this engaging discussion. He highlights the evolving climate models and examines who will be most impacted by these changes. A specific focus is given to global wheat production, exploring how shifting precipitation patterns could disrupt agriculture and heighten food security risks, especially in vulnerable regions. The conversation also touches on unexpected beneficiaries of climate trends, making for a thought-provoking listen.

Sep 3, 2024 • 4min
Why Should Red States Get Greentech Investments? || Peter Zeihan
Peter Zeihan, a leading expert on geopolitics and economic trends, dives into the unexpected advantages of green technology investments in red states. He discusses how these regions, with their favorable business environments and relaxed regulations, are becoming hotspots for solar and wind energy projects. Zeihan also highlights the crucial role of geographical advantages and the rural-urban divide in successful green transitions. His insights challenge common perceptions and showcase a new narrative for eco-friendly investments.

Sep 2, 2024 • 9min
A New Player in Global Oil Markets: Guyana || Peter Zeihan
Peter Zeihan, an expert in global geopolitics and energy markets, discusses Guyana's surprising rise as a major oil producer. He explores how this emergence could reshape global oil markets, particularly in light of Europe's search for alternatives to Russian oil since the Ukraine war. With geopolitical tensions brewing, Zeihan offers insights into the implications for energy security and how Guyana might influence the balance of power in energy markets worldwide.

Aug 30, 2024 • 10min
What Is the United States' Role in the (New) Global Order? || Ask Peter Zeihan
In this engaging discussion, Peter Zeihan, a renowned author on geopolitics and global trends, dives into the evolving role of the United States in a shifting global landscape. He highlights how smaller nations like Japan and New Zealand must innovate their diplomatic strategies to maintain strong ties with the U.S. Zeihan also analyzes the impact of the Ukraine-Russia conflict on European dynamics and the future of NATO. Additionally, he sheds light on America's changing security involvement in the Middle East, particularly in the Red Sea, revealing the challenges ahead.

Aug 29, 2024 • 6min
Libyan Oil Gets Shut Down Over Government Duel || Peter Zeihan
Peter Zeihan, a specialist in global geopolitical and economic affairs, dives into the turmoil surrounding Libya's oil shutdown due to a power struggle between rival governments. He discusses the historical context of Libya's political instability and its drastic effect on oil production, which has plummeted by 70%. The conversation extends to Italy's precarious position as a benefactor in this crisis and examines the broader implications for European oil markets amid these uncertainties. It's a gripping look at the intersection of politics and energy.

Aug 28, 2024 • 5min
The Houthis Are Still Attacking Ships in the Red Sea || Peter Zeihan
Peter Zeihan, a keen observer of geopolitical and economic dynamics, dives into the recent Houthi attacks on shipping in the Red Sea. He discusses a failed attempt on an oil tanker, revealing the ineffectiveness of Houthi strategies and the environmental risks at play. The conversation shifts to the changing maritime insurance landscape, exacerbated by the Ukraine war, and how nations are adjusting to rising costs with new insurance solutions. Zeihan paints a vivid picture of the geopolitical complexities in this volatile region.

Aug 27, 2024 • 6min
Should Cuba Integrate with North America? || Peter Zeihan
Peter Zeihan, an expert on geopolitics and global trends, dives into the fascinating historical ties between Cuba and the United States. He discusses Cuba's evolving dependencies and current geopolitical challenges, offering insights into its future. The conversation also highlights Cuba's agricultural strengths and the potential for economic integration with North America. Zeihan emphasizes the need for a mindset shift among leaders to foster collaboration and transform the relationship between the two nations.