The Peter Zeihan Podcast Series

Peter Zeihan
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Jul 25, 2023 • 3min

What's Going On with Iran and Oil Markets? || Peter Zeihan

Over the last few weeks, we've seen Iranian oil hit markets at nearly decade-high volumes...but production has remained relatively flat. So what's really happening here? Full Newsletter: https://mailchi.mp/zeihan/whats-going-on-with-iran-and-oil-markets
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Jul 24, 2023 • 5min

Why is the Mexican Energy Sector Collapsing? || Peter Zeihan

As I was heading out on this trip, a fire broke out in Mexico's Cantarell oil field, which has long been Mexico's largest oil-producing asset. However, even before this fire, oil production from this field was already down to but 1/8 of peak production. Full Newsletter: https://mailchi.mp/zeihan/why-is-the-mexican-energy-sector-collapsing
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Jul 21, 2023 • 5min

Brain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/brain-drain-and-capital-issues-plague-indias-tech-industry
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Jul 20, 2023 • 8min

Why the Kerch Strait Bridge Attack is BAD for Russia || Peter Zeihan

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/why-the-kerch-strait-bridge-attack-is-bad-for-russia
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Jul 19, 2023 • 8min

Let's Talk Turkey (BIG Strategy Changes) || Peter Zeihan

There's been a lot of movement in Turkey's neck of the woods, so the Turks have had to change their stance on several issues. Given Turkey's strategic positioning and importance, expect huge regional implications. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-turkey
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Jul 18, 2023 • 12min

Russia Terminates the Black Sea Grain Deal with Ukraine || Peter Zeihan

Russia announced on Monday that the Black Sea grain deal will not be extended. This initiative has enabled Ukraine to export agricultural products through Russia’s blockade of the Black Sea; however, Ukrainian exports are only at a fraction of pre-war levels. Full Newsletter: https://mailchi.mp/zeihan/russia-terminates-the-black-sea-grain-deal
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Jul 17, 2023 • 7min

Let's Talk California (Has Their Lucky Streak Run Out?) || Peter Zeihan

California has been one of the most successful states in the US, primarily because of things outside its control. But all those external factors are flipping on them, so California must reinvent itself. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-california
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Jul 14, 2023 • 5min

Strategic Win for NATO: Sweden Joins the Ranks || Peter Zeihan

By the time you see this, the knot should be tied on Sweden joining NATO. There's still a little arm-twisting that will go on behind the scenes, but most of the heavy lifting is done (and Turkey got the bribe they wanted, sooo everyone's happy). Full Newsletter: https://mailchi.mp/zeihan/sweden-joins-nato
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Jul 13, 2023 • 3min

Ukraine's Waiting Game: Zelensky's Quest for NATO Membership || Peter Zeihan

As the NATO summit in Vilnius wraps up, we're left with a result that was more or less expected. Ukraine won't be getting called up to the big leagues anytime soon, but it's not all bad news for Zelensky... Note: This video was recorded back in June, but it helps paint a picture of what is going down at the NATO summit. Full Newsletter: https://mailchi.mp/zeihan/ukraines-waiting-game-zelenskys-quest-for-nato-membership
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Jul 12, 2023 • 4min

Ask Peter Zeihan: Will Hypersonics Replace the Need for an Army?

With weapon systems moving toward hypersonics, what's the point of holding geographic positions anymore? Theoretically, this works...at the push of a button, you can deliver a precise payload across huge distances...but the Russians have shown us this isn't quite reality. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-hypersonics-replace-the-need-for-an-army

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