The Peter Zeihan Podcast Series

Last chance to access our biggest discount of the year! Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50.Cyber Monday Sale: https://bit.ly/PZBFSale*Sale ends at 11:59PM ETDoubling the US industrial capacity requires 50% more electricity...already a high barrier to entry. If we want to throw in some new data centers, add another 25-50% on top of that. No small feat.Full Newsletter: https://bit.ly/48198Ob

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50.Black Friday Sale: https://bit.ly/PZBFSaleThe world we've known and loved is going away, which means the US will have to pull itself up by its bootstraps and get to work...because there is a massive defense buildout and reindustrialization looming on the horizon.Full Newsletter: https://bit.ly/4ikb6MX

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50.Black Friday Sale: https://bit.ly/PZBFSaleThe US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else?Full Newsletter: https://bit.ly/4ijvhdS

Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale: https://bit.ly/PZBFSaleDespite New Mexico's hot air balloon festival and dramatic landscapes, there's not much else going for the state. They rank low on economic and social indicators, they have an arid climate, they're navigating complex racial and tribal dynamics...needless to say, they could use a win.Full Newsletter: https://bit.ly/3MlGBu7

Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been dipping into the US or EU aid...this dates back long before all that started flowing in.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3X7C15a

Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in size to the US Wasp-class.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4i8G0bh

Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nXW8gV

Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pjcFgH

We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49SbbFq

The AI race has been all the rage, but what if we were racing ourselves straight into regression?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hYjNMV

ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4i2oaXs

The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nR3DGv

For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot going for it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3JrrLl1

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML’s new High-NA EUV lithography machines.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WHTHUB

The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43ekKKV

Staging a meaningful protest requires several things, and a large young population is one of the key components. So, what happens when there aren't enough young people left?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47FYgnt

President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43Q87FY

It appears that US military strikes against the Venezuelan government are imminent. Let's take a look at what passes for a military in Venezuela.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nMXOdi

I’m thrilled to share that my first novel, and fifth book overall, is officially in the works! Acceptable Range is coming in early 2027, and you can join the interest list below now! Join the list here: https://bit.ly/AcceptableRangeFrom Peter Zeihan, New York Times bestselling author of The End of the World Is Just the Beginning, comes his first work of fiction: a high-stakes geopolitical thriller that spans continents and tests the limits of power, trust, technology, and national survival. A striking fusion of real-world insight and pulse-pounding suspense, Acceptable Range is a global-systems thriller — part autopsy, part countdown — propelled by the momentum of a civilization in collapse. It examines the machinery of the modern world and how a system built for perfection forgets how to survive error. Even before someone…gives things a push. In an age defined by feedback loops and vanishing margins, the question is no longer whether collapse can be stopped — only whether it can be contained within an acceptable range. Acceptable Range is the first installment of a trilogy, forthcoming from BenBella Books in early 2027.

The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hzmS5K