Claim OwnershipThe Peter Zeihan Podcast Series
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© Zeihan on Geopolitics 2023
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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!
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1We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a nuclear power plant.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/45byYNo
Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ajhwtU
Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation. The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term tech development. Combine that with what we discussed yesterday, and you get a tech sector that is going to struggle in the years and decades to come.You're getting access to this podcast at the same time it's released on Patreon. For early access to all the videos and more, join Patreon here: https://www.patreon.com/PeterZeihan
We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies.The gadgets and gizmos that fill our homes rely on highly complex supply chains, with most of that work happening in Asian countries. Any disruption to these interconnected networks could send devastating ripple effects down the line. US Tariffs on Asian imports discourage US participation in supply chains and incentivize companies to move production entirely outside of the US.As tech manufacturing floods out of the US and we continue down this path of deglobalization, the future of American tech production looks worse and worse. Tomorrow, we'll tack on the issues of demographics and rising capital costs.You're getting access to this podcast at the same time it's released on Patreon. For early access to all the videos and more, join Patreon here: https://www.patreon.com/PeterZeihan
With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aiq988
Should the war in Ukraine result in a Russian loss, what will the future hold for Russia?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pwZt8b
The newly released national security document from the White House is more of a culture-war manifesto than a strategic guide for US foreign policy.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KTsX12
Let's discuss what China's potential invasion of Taiwan would look like. Should China attack, both Biden and Trump have been explicit that the US would intervene economically and militarily.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KQthh1
The Russians had an oopsie with the launch pad at their main heavy-lift launch site following the launch of their Soyuz MS-28 spacecraft heading for the ISS. The unintended destruction of this launch pad cripples Russia's space capabilities.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4iHrUOa
2025 has been full of surprises. And honestly, given today's headline, I wouldn't be surprised if pigs started flying next. We now have Israel defending Germany.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pLGfvm
While we Americans were carving up our turkeys last week, the Canadians had a political breakthrough. The Prime Minister and the Alberta Premier made a compromise to advance a new pipeline route for Alberta's heavy crude.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4rExllc
When the US starts publicly admitting to war crimes, we ought to pay attention. So, let's look at what's going on with Venezuela.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4rzk7pR
Ukraine expanded its attacks on Russian energy infrastructure to include facilities tied to the Caspian Pipeline Consortium (CPC), as well as the shadow fleet of tankers that Russia uses to bypass Western sanctions.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/48vCOC3
If I were tasked with finding a location for a US-based semiconductor fabrication facility, where would I put it?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/48eYy6g
I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that's not the cause of the impending global depression...the tariffs are just accelerating the timeline.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:https://bit.ly/3XsWMZc
Space debris recently struck China's Tiangong space station. Given the congested nature of the ~350km altitude band, this collision is a warning of what might come to low Earth orbit (LEO).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4435jWp
The US and South Korea have struck a deal for the US to help build nuclear-powered submarines for the Koreans. The US has kept this technology close to the chest for a long time, with the access list now a whopping two countries long: Australia and South Korea.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/484AVgO
Both the Ukrainians and the Russians will hate this plan.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Ma1ZCB
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
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Can country like poland really whip up a nuclear power plant in 3 to 4 years from scratch?
correction.... Qatar has 2 million
I have HUGE faith in Texas Congresswoman Jasmine Crockett! She is earning her stars and stripes! TRUTH MATTERS! WE, WHO ARE BORN IN AMERICA ALL HAVE A VOICE of our TRUTH AND BELONG. OUR PARENTS SHOULD BELONG TOO OUR COUNTRY! THE US CONSTITUTION must NEVER BE TAKEN FROM US! We must not stop due process for our immigrants! In every process point PEOPLE should be held one 5 day week TOPS for their due process and move to what the outcome is! PEOPLE WHO ARE SUPPOSED TO DO THAT JOB SHOULD BE ASHAMED!
Disappointing episode from someone who usually gets it right. some more research into current battery technologies and capabilities would be worthwhile. To make such grand statements regarding a technology that is changing by the week is nonsense. The rate of change is currently awesome. Most likely is that the amount of battery installed was inadequate. We're in a transition.
your voice sounds strange.
genuine question: what am I buying that Texas migrants are needed to produce?
True Americans should be utterly appalled by the transparently political convictions of Donald Trump (whether they like Trump or not). It's because of things like a corrupt justice system, that make me never want to live in Moscow or China or Any other banana republic. Biden needs to GO.
Peter seems to think Trump's felony convictions, are the final stake in the heart of the vampire. There are probably some who think of These felony convictions as a crucifixion of a messiah. Those are only the the extreme minority opinions of American voters.
It was actually the conservative CDU that shut down nuclear power in Germany. Not the green party.
Could have mentioned the widespread stultification, due to a new religion, that dulled the M-East's intellectual, technological, political, institutional, innovations after the 7th century.
I was a big fan of Elon musk when it was all about electric vehicles and becoming an inter planetary species but when he took over social media and turned it into a right wing disinformation sewer I went right off him. What a twat.
It is not "nucular." It is difficult to take someone seriously if they cannot even pronounce "nuclear" correctly.
Our own government is the biggest propaganda purveyor on the globe. U.S. news outlets used to fact check the government. Now, they are the mouthpiece of the propagandists.Also, it's not just the things the news outlets say - it's what they don't report that is also problematic. We are turning into China at an alarmingly fast pace.
loved it. The "all Biden not do is not die" was hilarious, but very true.