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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!

908 Episodes
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The blockade of the Strait of Hormuz has forced Iran to get creative with its oil storage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dfET7q
On June 14, Switzerland will vote on a referendum to cap its population at 10 million. Current projections don't put the Swiss population crossing that number until 2035 or 2040.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:https://bit.ly/4np12EY
No, the U.S. can’t escort tankers in the Persian Gulf today as it did during the 1980s Tanker War. Back in the 80s, the U.S. swooped into a regional conflict where attacks on shipping were limited, and the Strait remained open.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49xcDvU
Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ut7lcV
Relations between the U.S. and Germany are quickly deteriorating. German Chancellor Merz has criticized the U.S. for lacking a coherent negotiation strategy. President Trump responded by floating the idea of reducing U.S. troop deployments in Germany. It's one big mess.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3P7uYZw
Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Mexican authorities have arrested Audias Flores Silva (aka El Jardinero...not the scariest nickname I've heard), a senior figure in the Jalisco New Generation Cartel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cJfPa6
The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4t6erDe
Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval manufacturing and drones. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eL93Sj
Drones have been all the rage in the Ukraine War, and they will continue to be one of the primary topics of warfare in the near future, but do underwater drones have any place in this conversation? Note: This video was recorded last year during one of Peter's backpacking trips. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cIBvlr
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million barrels/day shortage is taking a toll. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sQt6Cg
During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in Ukraine suggest a return to old habits could well be happening. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/48K69JS
Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is the Italians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cH3gLa
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/489rNHd
I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dXN5LP
A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter Magyar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sAQK5z
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cbWE8C
When Marjorie Taylor Greene, Tucker Carlson, and Alex Jones all turn on Trump on the same day...it's worth looking into. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/424e5Ss
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Comments (25)

PathD

I believe you stated in the past that America has enough fuel to make it on our own. If I remember this correctly, why is it we are paying more at the pumps now?

May 8th
Reply (7)

PathD

They need to stop the scams!

Mar 2nd
Reply

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
Reply

ghyslain sabourin

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

Jan 7th
Reply

Two Eyes

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

Dec 23rd
Reply

Alvaro Uribe

correction.... Qatar has 2 million

Nov 14th
Reply

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
Reply

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
Reply

Mehryar

your voice sounds strange.

Dec 17th
Reply

Michael Jakubowicz

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

Nov 12th
Reply

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
Reply

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
Reply

Maelstromoracle

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

Mar 4th
Reply

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
Reply

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
Reply

Floyd Lawsen

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

Nov 7th
Reply

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
Reply

Abel Santa Ana

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

Apr 26th
Reply