The Peter Zeihan Podcast Series

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:

There have been two major developments involving India, Russia, and the Iran war being conflated. These are two separate issues altogether. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bhti75

Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in the United States' security guarantees. But there are major obstacles in the way.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4cDYaB4

The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS.Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4s2SVzJ

As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47yhWu4

The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40EeUk9

Panama has taken control of the port facilities previously run by a Chinese company after the courts ruled the original contracts were secured through bribes. This move reaffirms U.S.–Panama relations, as a U.S. ally is now operating the ports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3P7ck3B

The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aHoV6c

I hate to say it, but we still haven't located the fountain of youth. Unfortunately, that means there's no current medical breakthrough that will meaningfully reverse the global demographic problem.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qQOcPZ

U.S. strikes against Iran appear imminent, with two aircraft carriers being positioned in the Persian Gulf. Trump has presented Iran with negotiation terms that would effectively end Iran's status as a regional power, so it's no surprise that negotiations have stalled. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qX5dIu

The Trump administration has accused China of conducting a small nuclear test in 2020. The claim is that a seismic event was detected in Western China around that time. A lot is going on here, so let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3ZLIYKv

Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MCfFqM

Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aOeVH6

Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting Starlink terminals to drones.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kLNxhC

Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46MOb8z

Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kG7MNG

The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Zzf1gs

India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the bandwagon, marking the end of the shadow fleet.Join the Patreon here: https://www.patreon.com/PeterZeihan

The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MknGjZ

Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and practically total control of the government for the next few years.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3O0pf7c

Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and counting planned bond issuance as income. But Japan isn't the only country facing debt issues.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46FFeOd

The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4rALnTR

The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aeIJfH

The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bCclWO

Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Zg90Fh

First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49WMsQ4

Is India overhyped or genuinely important moving forward? Well, you could make a case for both.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4a3K4Y1

Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Z7bTIt

The EU and India have struck a trade deal, but it's not the breakthrough it's being made out to be. Just because you sign a trade deal doesn't mean that integration magically appears.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/45FjmCm

Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China's institutions are hollow.Join the Patreon here: https://www.patreon.com/PeterZeihan

France has seized a shadow fleet tanker suspected of carrying sanctioned oil under a false flag and has taken it to Marseille. Should this ship be formally impounded, the entirety of the shadow fleet would fall.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4q1N5fQ

We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels, not full agreements, and nothing has been ratified. However, the Mother Country is the main exception to this lack of trade talks.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46ewiz4

The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into demographic decline, so let's see what the future has in store.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4kazl19

Canada's prime minister, Mark Carney, recently visited Beijing. This trip sparked rumors that Canada was ditching the US and buddying up with China instead.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49MDVhg

Trump's pledge to roll back regulations isn't inherently bad, but the way he's going about it is problematic in just about every way.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49MDVhg

A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4b7HKA4

Japan has been dealing with long-term population decline for decades, and the latest report on births per woman dropping to 1.15 confirms that. However, there are some lessons we could all learn from Japan.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LNkAEC

Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pJxG3Y

Just because the US intervened in Venezuela doesn't mean that America will be abandoning its global military posture.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LCDa2m

Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good old-fashioned squirrel killin'.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49nAK0M

Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades has given the United States anything it has asked for.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qjIw1J

Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo Petro.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qQRuDc

There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put that one to rest.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LC3Ujq

Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade, because this is an overt political bribe.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Lwn8a2

With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some "extra attention." So what countries could be next on the list as the US reasserts regional dominance?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LlsJ36