The Peter Zeihan Podcast Series

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

Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to military exhaustion.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3YTUy5E

Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to offset low birth rates and prevent pension/workforce collapse.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4snNLyI

"Death to the dictator" chants have broken out during the protests in Iran, indicative of the broader economic and political strain throughout the country.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pkol2g

Venezuela only has one realistic path forward: Oil. That doesn't mean it's a sure thing, though. So, let's lay it all out.Full 12 minute analysis available exclusively on Patreon ➡️ https://bit.ly/3Ny2ln9

Recent data out of Washington shows the US economy is growing faster than expected, but let's lift the hood on these numbers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aJbx1T

Trying to figure out what foreign policy will look like after Trump is a fool's errand. With no strategic consensus or institutional planning capacity, the US is stuck in a car without brakes, a driver, or a steering wheel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3YNSThX

If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve the current Chinese demographic crisis?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49BPg3V

Following the recent attacks on US troops in Syria, the question of the day is: Why does the US continue to maintain a presence there?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/44Kkfcj

Japan is restarting the world's largest nuclear power plant, after a 15-year shutdown following the Fukushima disaster.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MWOrL5

Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pMHcnD

US labor data shows a slowdown in job growth, but given the recent changes to the Department of Labor, who knows if we can trust it. Regardless, labor patterns are definitely looking off...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qgWvES

Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MJ2gNg

The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/48WIODZ

Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and has neglected all the important details.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4p3bS2R

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

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