The Peter Zeihan Podcast Series

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

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 US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else?Full Newsletter: https://bit.ly/4ijvhdS

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/PZBFSaleDespite New Mexico's hot air balloon festival and dramatic landscapes, there's not much else going for the state. They rank low on economic and social indicators, they have an arid climate, they're navigating complex racial and tribal dynamics...needless to say, they could use a win.Full Newsletter: https://bit.ly/3MlGBu7

Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been dipping into the US or EU aid...this dates back long before all that started flowing in.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3X7C15a

Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in size to the US Wasp-class.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4i8G0bh

Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nXW8gV

Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pjcFgH

We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49SbbFq

The AI race has been all the rage, but what if we were racing ourselves straight into regression?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hYjNMV

ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4i2oaXs

The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nR3DGv

For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot going for it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3JrrLl1

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML's new High-NA EUV lithography machines.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WHTHUB

The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43ekKKV

Staging a meaningful protest requires several things, and a large young population is one of the key components. So, what happens when there aren't enough young people left?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47FYgnt

President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43Q87FY

It appears that US military strikes against the Venezuelan government are imminent. Let's take a look at what passes for a military in Venezuela.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nMXOdi

I'm thrilled to share that my first novel, and fifth book overall, is officially in the works! Acceptable Range is coming in early 2027, and you can join the interest list below now! Join the list here: https://bit.ly/AcceptableRangeFrom Peter Zeihan, New York Times bestselling author of The End of the World Is Just the Beginning, comes his first work of fiction: a high-stakes geopolitical thriller that spans continents and tests the limits of power, trust, technology, and national survival. A striking fusion of real-world insight and pulse-pounding suspense, Acceptable Range is a global-systems thriller — part autopsy, part countdown — propelled by the momentum of a civilization in collapse. It examines the machinery of the modern world and how a system built for perfection forgets how to survive error. Even before someone…gives things a push. In an age defined by feedback loops and vanishing margins, the question is no longer whether collapse can be stopped — only whether it can be contained within an acceptable range. Acceptable Range is the first installment of a trilogy, forthcoming from BenBella Books in early 2027.

The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hzmS5K

The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in importance. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47wOeFb

We've all heard the saying "the enemy of my enemy is my friend," but I'm not sure if that applies to South Korea and Japan forming an alliance against China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hAUAYP

To be thorough in our discussion of China's demographic collapse, we must explore as many potential solutions as possible...even if one of those is a UAE-style model of imported workers (aka slavery).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oEtJ06

We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49tfyXo

Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor and starved of foreign investment.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hy7xTb

The Trump administration is sending the USS Ford, America's most powerful supercarrier, to the waters off Venezuela...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47tc44J

After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's largest oil firms.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WYZmWj

The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political foundations of the countries. So, let's look at the mounting instability threatening Pakistan's internal cohesion.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3J58g1u

Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed that this move would have some adverse effects, like reviving the Colombian cocaine trade.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47vz7vA

The US just committed roughly $20 billion in a currency-swap with Argentina. That's a whole lot of pesos. So, why did the US extend this lifeline, and will it save Argentina from itself?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43IFGd4

Let's first establish that Qatar is not building a new base in the US. They are funding an expansion of an existing US facility used to train F-15 pilots. And second, Qatar isn't interested in those Idaho potatoes, they're looking for something a bit more nuanced.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qmrQXE

The Trump administration's campaign against alleged Venezuelan drug smuggling is raising some eyebrows. Let's unpack the War Powers Act and how it applies to this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LlgWkI

There has been plenty of public frustration over Trump's policies and actions, but that doesn't necessarily translate to political momentum.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4neSMWC

Since the beginning of the war in Ukraine, the US has been trying to figure out the appropriate level of involvement. Tomahawk Missiles would be quite the game-changer for this cyclical conversation.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ol8C2C

US military intervention in Venezuela keeps getting floated around, but I'm not sure people fully comprehend how UGLY this would be.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WEp0Q1

It looks like the peace deal between Israel, Gaza, Hamas, and other Arab States is holding (so far). The fighting has stopped, refugees are returning, and Trump deserves all the praise he's getting right now.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nMyGE3

It's Friday evening, the office is packing up for the weekend, and the boss decides it's the perfect time to announce something big. So, I hope you enjoyed your weekend of mulling over the idea of what a 100% tariff on all Chinese imports would look like.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4n7L0xN

While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize Siberia?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IRFG3u

Anytime we have a sitting US president that has exceeded the average lifespan, it's a warranted endeavor to explore what happens after...they bite the dust. So, how would President Vance hold up?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IWhCfC

The US needs to massively expand its ability to generate electricity. A possible solution? Mixed-oxide nuclear fuel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KGvCL6

Next up on Trump's chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs, US agriculture is entering a crisis of its own.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46V2Xt4

President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oqtplN

It looks like there's finally a sign of life coming from the Senate chambers. After years of ceding power to the executive branch, a handful of Senators seem to have finally taken a stand.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gRsWWW

It appears Trump and Hegseth have been getting the Led out, because the song 'Ramble On' pretty much summarizes how their speeches went the other day.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gPT30m

If you tasked me with creating a list of the greatest threats to America, I'm not sure cabinets, name-brand drugs, and semi-trucks would be on there...but the President disagrees.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KBe3Mm

Putin just took things one step too far. After sending Russian drones and jets into NATO countries' airspace (and denying responsibility of course), President Trump has said to shoot them down; several European leaders from NATO and the EU are standing by.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pRHOZE

At this critical decade, how will the globes trade routes fare? And which routes will fracture first?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IIn4mn

As the US steps back from NATO, which country is best suited to take the seat at the head of the table?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-does-a-post-us-nato-look-like