The Peter Zeihan Podcast Series

We'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