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The Peter Zeihan Podcast Series
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The Peter Zeihan Podcast Series

Author: Peter Zeihan

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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!

883 Episodes
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A cornerstone of modern globalization, the World Trade Organization (WTO), is collapsing. Following the Cold War, the post-WWII system needed a legal system to enforce trade rules, so the WTO was born. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4vaKeoS
Trump's latest statement telling countries to secure their own oil dismantles the very fabric of the global order. We'd be stepping away from the post-WWII system where the U.S. provided security for everyone, so economic growth could be the priority. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4c4puXe
Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground invasion to actually control Iranian production. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dtlF05
Iran was able to successfully strike Prince Sultan Air Base, which is a U.S. base in Saudi Arabia. And guess who supplied Iran with the targeting data necessary to carry out the strike? The Russians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lZB2PS
The British-led effort to reopen the Strait of Hormuz by forming a coalition without U.S. involvement is just unrealistic. Most countries lack the naval power to do this, and even if the coalition could assemble the ships needed, countering Iran's drones and missiles would be extremely difficult. Protecting shipping and reopening the strait would require naval escorts and control of vast stretches of the Iranian coastline...not something this coalition could achieve.
European efforts to build trade systems that exclude the U.S. are inherently flawed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/413Yzpe
Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40XWUl6
The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be looped in. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40RY3L0
Buying your first home is one of those major milestones that your parents and grandparents probably didn't even think twice about. Now, that milestone is slipping further out of reach for the average American.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dPbkeK
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c4bHRw
If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sB6eYq
Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4byhxKT
Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer production disruptions in the Persian Gulf.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3NEtJk2
Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with ground operations is just too risky.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/477h7IL
The Supreme Court ruled Trump's tariffs were illegal, forcing the administration to do things...the right way. Welcome to Section 301 investigations. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lCaOCU
The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4seVsGP
Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading? Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:
Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sMNEfD
Sweden has seized its first shadow fleet vessel. They even went after a bulk carrier rather than a tanker. As more countries join in on the crackdown on Russia's shadow fleet, the dominoes are beginning to fall.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
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Comments (17)

PathD

They need to stop the scams!

Mar 2nd
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Two Eyes

Peter makes good points but 100 years from now, I think he will remembered the same way those who thought acquiring Alaska was folly.

Jan 19th
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ghyslain sabourin

where's the second part? you rushed this one out I'm afraid.

Jan 7th
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Two Eyes

Can country like poland really whip up a nuclear power plant in 3 to 4 years from scratch?

Dec 23rd
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Alvaro Uribe

correction.... Qatar has 2 million

Nov 14th
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PathD

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!

Jul 11th
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Andy G

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.

May 12th
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Mehryar

your voice sounds strange.

Dec 17th
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Michael Jakubowicz

genuine question: what am I buying that Texas migrants are needed to produce?

Nov 12th
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Two Eyes

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.

Jun 3rd
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Two Eyes

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.

Jun 3rd
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Maelstromoracle

It was actually the conservative CDU that shut down nuclear power in Germany. Not the green party.

Mar 4th
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Angus Haywood

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.

Feb 6th
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forward slash

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.

Dec 1st
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Floyd Lawsen

It is not "nucular." It is difficult to take someone seriously if they cannot even pronounce "nuclear" correctly.

Nov 7th
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J.W.S.

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.

Aug 15th
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Abel Santa Ana

loved it. The "all Biden not do is not die" was hilarious, but very true.

Apr 26th
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