Podcast appearances and mentions of Peter Zeihan

It's always something in the Middle East...and today, it's Syria. Israel and Turkey are competing over what comes next for this country.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gmboT4

I'm not sure how crossed your wires have to be to side with North Korea over South Korea, but that's exactly what Trump did over the weekend. So, what will this mean for the future of U.S. and South Korean relations?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c5fXzX

Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4gF7t58

Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2 rockets, as well as electronics and precision testing.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4wz0xuY

The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zpkuaf

The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn't want Ukraine to do it better.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qtxJD0

Mic, Brian, and Jeff and joined by Andrew to continue their look at the upheaval Peter Zeihan foresees. Two more of those ramifications that will (and are already starting to) effect the average citizens are, the hourglass-shaped employment model and the potential explosion of immigration when people in the poorer regions try to get into the regions that fared better. Decreased cultural assimilation points to a balkanization of once-common cultures. Support this podcast! Ad revenue is pitifully small. Mic spends hours each week creating content for your listening pleasure. Show your support by buying Mic a cup of virtual coffee at  Buy Me A Coffee or by becoming a Patron on Patreon, or a monthly member at Buy Me A Coffee, to keep Mic going.  

Pakistan, Turkey, and Saudi Arabia are entertaining a NATO-style mutual defense pact. While this alliance might not be practical at this moment, it's a much different conversation in the long run. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fXxzA1

The first of Russia and Iran's aging shadow fleet is sinking. The tanker is carrying ~1 million barrels of crude bound for India, but that oil is already leaking into the water off the Omani coast. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fSbqTM

War is getting cheaper, supply lines are in danger, and the old order is cracking. Peter Zeihan explains why it's breaking and what North America can do.Full show notes and resources can be found here: jordanharbinger.com/1370What We Discuss with Peter Zeihan:War just got cheaper, not less lethal. A drone costing double-digit dollars can now pick its own target, fly hundreds of miles, and destroy gear guarded by $4 million interceptors. Ukraine fires hundreds a day, and the edge that made piloted systems king is shrinking by the week.America blew through half its Patriot interceptors in the Iran war and can build only about 70 a year — refilling the stockpile is a 15-year math problem. The result: a broad drawdown of US power across the Eastern Hemisphere, because we can no longer afford to defend it.The real crisis isn't losing cheap gadgets — it's losing the building blocks. Roughly 80% of the world's steel, copper, lithium, and cobalt is processed in China. Break that system before a replacement exists, and we lose the materials that make the things that make everything else.AI isn't floating safely above the mess. Its best chips lean on about 9,000 companies and 100,000 production steps, so one broken link stalls the whole thing. Stack that on China's demographic freefall — a white-collar generation apparently never born — and 'fragile' undersells it.The way through: deepen North American integration — lock in NAFTA with Mexico and Canada and rebuild industrial capacity at home. Mexico's plants are largely built and Turkey is rising fast. The path exists; it just takes the discipline to stop dismantling the fix first.And much more...And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Ground News: 40% off unlimited access Vantage subscription: groundnews.com/jordanBetterHelp: 10% off first month: betterhelp.com/jordanCash App: Get $10: Download app, use code Bitcoin10, and send $5 to a friend in the first two weeksK12: Learn more at k12.com/jordanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Russia's strongest military foothold and gateway in the Middle East is now gone. Russia has agreed to end its presence at the Latakia airport and Tartous port, as it hands over the reins to Syria's transitional government. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UrpKKp

The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, with roughly half the corn crop now tied to biofuels. So, the case for diverting large amounts of U.S. corn into fuel production is now becoming less clear. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4zapxv9

Are there any countries that might be able to ease the global energy stress?Saudi Arabia might be able to ramp up output, but Houthi attacks could take that away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hSheOj

The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3SiKJhV

As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cobyIi

Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4pZs9bb

Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4h7NBIA

Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand its Navy to the point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Peter Zeihan, a geopolitical analyst, predicts that the globally integrated just-in-time world trade that we've all become accustomed to (for the past 80 years), will devolve into regional (and less connected) trading blocks. Mic, Brian, and Jeff look at three ramifications that the average American might face, if Zeihan is right. One, is pharmaceuticals. China produces 90% of the world's Active Pharmaceutical Ingredients. What happens when that source is cut off, or severely restricted? A second sector is food. While the US can produce most of its food needs, much is imported. Does what you like to eat come from overseas? Peter Zeihan's book on Amazon - Peter Zeihan's Patreon Page - Many free videos   The Doom depends on YOU! YOU can help keep these informative DoomCasts getting recorded. Show your support by buying Mic a cup of virtual coffee at  Buy Me A Coffee or by becoming a Patron on Patreon, or a monthly member at Buy Me A Coffee, to keep the Doom coming.

The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top.Join the Patreon here: https://www.patreon.com/PeterZeihan

Globalization Will Be DEAD in 3 Years. Peter Zeihan. DEI: Death, Erasure, & Insanity. J.J. Carrell. Globalization Will Be DEAD in 3 Years. Peter Zeihan DEI: Death, Erasure, & Insanity. J.J. Carrell.   Globalization Will Be DEAD in 3 Years. Peter Zeihan Peter Zeihan predicts that the global trading system we've relied on for decades is coming to an end. He discusses why China faces unprecedented challenges, why supply chains are dangerously fragile, and why Australia may actually emerge stronger. https://youtu.be/4aOnMVrhTO0?si=CBykfGob9dPl_Ga1 John Anderson Media 808K subscribers 316,472 views Jul 27, 2026 Sign up to John's newsletter here: https://johnanderson.net.au/contact/ -------------------------------------------------------------------------------------------------------------- Conversations feature John Anderson, former Deputy Prime Minister of Australia, interviewing the world's foremost thought leaders about today's pressing social, cultural and political issues. John believes proper, robust dialogue is necessary if we are to maintain our social strength and cohesion. As he puts it; "You cannot get good public policy out of a bad public debate." If you value this discussion and want to see more like it, make sure you subscribe to the channel here:    / @johnandersonmedia   And stay right up to date with all the conversations by subscribing to the newsletter here: https://johnanderson.net.au/contact/ Follow John on X:   / johnandersonac   Follow John on Facebook:   / johnandersonac   Follow John on Instagram:   / johnandersonac   Subscribe to John's Substack: https://www.ourcivilisationalmoment.com/ Support the channel: https://johnanderson.net.au/support/ Website: https://johnanderson.net.au/ Podcast: https://open.spotify.com/show/6Qh2fEs... -------------------------------------------------------------------------------------------------------------- Subscribe to Peter's YouTube:    / @zeihanongeopolitics   Follow Peter on X: www.twitter.com/PeterZeihan Follow Peter on LinkedIn: linkedin.com/in/peterzeihan Follow Peter on Instagram: instagram.com/zeihanongeopolitics   DEI: Death, Erasure, & Insanity. J.J. Carrell. Diversity, Equity, and Inclusion was marketed as fairness and progress, but in reality it stands for Death, Erasure, and Insanity. It has brought lowered standards and real harm in aviation, medicine, and policing; erased merit and competence in favor of identity quotas; and unleashed ideological madness that punishes excellence while dividing society. What started as virtue signaling has become a destructive force undermining institutions and truth itself. https://youtu.be/N3XekwAl0nQ?si=YhW2Nf-XA0OXMP0U J.J. Carrell 10.9K subscribers 861 views Aug 3, 2026 --------------------------------------------------------------------  Check out our ACU Patreon page: https://www.patreon.com/ACUPodcast   HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Our Leftist enemies love to hammer us with poor ratings.  Don't let the Leftist win. Do it now! Thanks. Also Rate us on any platform you follow us on. It helps a lot. Forward this show to friends. 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So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used to transit daily. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fZ0H9V

While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3TIHlx7

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern - for an unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from Stratfor's early-2000s "golden age" (including the Egypt/Mubarak call that made Jacob's career), debate whether corporate America can ever hire real geopolitical talent, and each name the one book that shaped how they see the world - from World War Z to Aristotle to The Ingenuity Gap. Along the way: George Friedman lore, the DC Comics-vs-Marvel theory of geopolitical shops, and a genuinely moving closing tribute to the mentor who built this whole coaching tree. Part reunion, part masterclass in how to think about the world - and part roast session.--Timestamps:(00:00) - Welcome Back Round Two(00:52) - Whiskey And Loose Format(01:34) - Formative Stratfor Moments(02:24) - Arab Spring Cred Test(04:17) - Stratfor Coaching Tree(07:50) - Pipeline After Cold War(14:17) - Academia Versus Geopolitics(17:14) - Analyst Craft And Courage(20:22) - Chief Geopolitical Officer Debate(22:55) - Training Gap And Time Horizons(25:29) - Universities And MBA Reform(27:39) - Ideology And Groupthink(30:02) - Theory Versus Practice(30:57) - Frameworks Beat Facts(31:44) - Operationalizing Geopolitics(34:24) - Training Pipelines and MBAs(37:39) - Sector Specialists and Scale(40:01) - Everyone a Geostrategist(41:01) - Deglobalization in Fashion(42:51) - Formative Books Roundtable(51:07) - Great Men and Psychology(54:21) - Empathetic Analysis Explained(56:25) - Displacement and Perspective(58:23) - Formative Experiences Teaser(58:50) - Yugoslavia Falls Apart(59:15) - Tito Memories and Disillusion(59:58) - Conspiracies and Nihilism(01:01:23) - Identity in the Balkans(01:03:51) - Living With Uncertainty(01:04:39) - Midwest Roots and Leaving Home(01:06:18) - Can Places Change(01:07:32) - America as Debate Laboratory(01:10:22) - Learning to Write Analysis(01:14:39) - Chip on Shoulder Mindset(01:18:22) - Morality Versus Analysis(01:21:12) - Breaking Intellectual Chains(01:23:53) - Finding the Fulcrum Question(01:24:43) - Final Words and Gratitude--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko's Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko's Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko's Twitter: https://x.com/Geo_papicMarko's Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro

Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine's glaring issues with resource allocation. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.--Timestamps:(00:00) - Welcome and Setup(02:05) - Reunion at the Table(03:11) - Episode Premise and Format(04:22) - Zeihan on Deglobalization(06:42) - Energy Shock Fallout(08:52) - Demographics and Demand Crash(11:03) - Deflation vs Inflation Debate(16:25) - Drone Warfare Dark Turn(18:21) - Semiconductors Reality Check(27:27) - Marco Goes Nuclear(30:10) - Russia Collapse Scenarios(33:18) - Nukes Spread and Ukraine Endgame(35:31) - Supply Chain Shockwaves(36:34) - Putin Hell Bar Joke(37:18) - Europe Expansion Debate(39:26) - EU Becomes Military Union(40:37) - Post Putin Chaos Risks(43:08) - Russian Elite Succession(44:27) - Civil War Nuclear Fear(47:34) - China Fills The Vacuum(52:26) - Taiwan Timeline Scenario(53:59) - Drones Nukes And Invasion(56:43) - Deterrence And Flashpoints(01:03:34) - China Demographics Clash(01:05:15) - Depopulation Not Disaster(01:06:14) - Black Plague Lessons(01:07:11) - Automation Versus Depopulation(01:07:22) - Japan China Depopulation Debate(01:09:31) - End of Nation State(01:11:18) - Shocks and State Capacity(01:12:04) - Broken World of More(01:13:07) - Knowledge Networks Collapse(01:14:31) - Affluence Feudalism Demand(01:16:51) - Brittle AI Chip Supply(01:21:39) - Ingenuity Gap Reversal(01:23:34) - Rapid Fire Predictions(01:35:47) - State Versus Tech Showdown(01:40:24) - Wrap and Break--Referenced in the Show:https://zeihan.com/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yxVNbc

Ukrainian drone attacks have effectively shut down Russia's use of the Sea of Azov, which is a critical export route for southern Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4fxdyih

Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and what the 6% decline from last year means. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4wKx3L6

Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bRUF8y

The idea of sleeper agents being embedded in the U.S. is largely unrealistic. In contrast, the far more realistic threats that should concern you are short-term operatives carrying out intelligence-gathering or financial activities.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:https://bit.ly/4pyvttA

We've all seen the headlines lately talking about the proposed data centers across the U.S. While nobody wants these things in their backyard, putting them in space isn't going to solve our problems.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fd7yuR

As sea levels rise, the infrastructure that protects shorelines and prevents coastal flooding will become essential, especially for low-lying countries with more coastal exposure.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fAh3ph

It would appear that my suggestion for everyone to stop doing cocaine hasn't solved the problem, so let's look at some of the solutions others have proposed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Td4mIj

Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aWOSOO

The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4eSAVnt

The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/44jpeAc

The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4p9kQNL

The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4glafgg

Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oW3cg4

In this week's Stansberry Investor Hour, Dan welcomes Peter Zeihan to the show. Peter specializes in geopolitics and brings a critical perspective on how foreign affairs impact the U.S. market.   Peter kicks things off by discussing why the market hasn't reacted or improved in response to the peace talks surrounding the Strait of Hormuz. He says the reason is threefold. First, the White House acted with very little planning, only using Israeli intel and data. What was supposed to last no more than 96 hours was drawn out into a monthslong conflict. Second, Peter says that President Donald Trump fired numerous ambassadors and policy experts with the intention of not refilling those seats. This has made negotiating more difficult. And third, turning the oilfields back on will take months at best. Peter then says that due to comments made by the Trump administration, Europeans have a growing mistrust of America and are seeing it as a potential enemy. (0:00)   Next, Peter delves into Ukraine and its usage of drones in the war. Drones have and are continuing to become so advanced that Peter considers them part of what he calls the "second revolution of military technology." They're now capable of making decisions on what to target once they arrive at a destination area and cannot be jammed once they've made a decision. And the first-generation ground drones in development could be a game changer for Ukraine. Following this, Peter gives an update on a video he made titled "Don't Be Fooled. China Is Collapsing." He says the Chinese population numbers are not as high as stated, partially due to millions of citizens in the census having possibly been fabricated. Unlike the U.S. and other Western countries, China only has several "touchpoints" that determine that a citizen exists, and these have had falsified numbers in the past. While the official numbers might provide a false sense of security, the population decline will have a massive impact on the country. (17:20)   Finally, Peter shares his thoughts on a major transition period. He says that this will be a time of short-term pain, but in the long run, the countries that could weather the storm and emerge first would be the big winners in the new era. The United States was one potential winner, but with hostile work environments with other countries (in addition to globalization universally deteriorating) and an aging power grid, it's facing strong headwinds. Peter says the country will need to double its efforts in manufacturing at home if it wants to have a chance of surviving without other countries, especially if trade slows down or is even severed. (35:16)

Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4fh62ZO

U.S. Oil Export Restrictions Coming Soon || Peter ZeihanIf global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/44DVFsY

Jul 3, 2026 – Geopolitical strategist Peter Zeihan joins Jim Puplava to unpack the fragile Iran peace deal and its ripple effects on global energy markets. Despite hopes for a return to cheap oil, Zeihan warns of a looming crunch: a billion-barrel shortfall...

The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4wdAytr

Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4v1arVE

Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can't reach the peninsula.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43SYNkt

Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4afjB9q

Another war in the Middle East. A retreat from the international order. A presidency built on self-dealing and arbitrary power. It's enough to make you think the U.S. is in a steep decline — but Fareed Zakaria thinks otherwise.   SOURCES: Fareed Zakaria, journalist and author.   RESOURCES: "Iran is an imperial trap. America walked right in." by Fareed Zakaria (The Washington Post, 2026). "‘Bomb and hope' is not a strategy," by Fareed Zakaria (The Washington Post, 2026). Age of Revolutions: Progress and Backlash from 1600 to the Present, by Fareed Zakaria (2024). The Accidental Superpower: The Next Generation of American Preeminence and the Coming Global Disorder, by Peter Zeihan (2014). The Affluent Society, by Jonathan Galbraith (1958).   EXTRAS:  "Fareed Zakaria on What Just Happened, and What Comes Next," by Freakonomics Radio (2024). "Are We Living Through the Most Revolutionary Period in History?" by Freakonomics Radio (2024). "The Folly of Prediction," by Freakonomics Radio (2011). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.