The Peter Zeihan Podcast Series
News & Politics
About
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!
Episodes
- Why U.S. Deployments in Germany Matter || Peter Zeihan
Peter Zeihan discusses the deteriorating relationship between the U.S. and Germany, focusing on criticisms from Chancellor Merz and President Trump's proposals to reduce troop deployments.
- Markets Flash Back to the Past || Peter Zeihan
Peter Zeihan discusses current global market conditions in relation to the ongoing conflict involving Iran. He emphasizes that the podcast does not provide financial advice.
- El Jardinero Gets Trimmed by Mexican Authorities || Peter Zeihan
Mexican authorities have arrested Audias Flores Silva, a senior member of the Jalisco New Generation Cartel, known as El Jardinero. This episode discusses the implications of the arrest.
- Russia Tucks Tail in Mali || Peter Zeihan
Peter Zeihan discusses Russia's withdrawal from the Sahel region, driven by an alliance between Tuareg separatists and a local Al-Qaeda branch.
- Japanese Weapons Are Open for Export || Peter Zeihan
Japan has removed its long-standing restrictions on weapon exports. This policy change is expected to impact the global defense industry, with particular focus on the naval and drone manufacturing sectors.
- The Iran War Approaches a Tipping Point || Peter Zeihan
Peter Zeihan discusses the escalating situation in the Iran conflict and its impact on global energy flows and economic conditions.
- Underwater Drones and the Future of Naval Warfare || Peter Zeihan
Peter Zeihan discusses the role and future potential of underwater drones in modern naval warfare, reflecting on the broader context of drone utilization in the Ukraine War.
- America's Leg Up on Petrochemicals || Peter Zeihan
The Iran War has significantly disrupted global petrochemical production, leading to a daily shortage of approximately 12 million barrels. This episode explores America's advantage in this altered landscape.
- The Return of Kremlin Terrorism || Peter Zeihan
This episode of The Peter Zeihan Podcast Series discusses the potential return of Kremlin terrorism, drawing parallels to Soviet intelligence activities during the Cold War. Peter Zeihan references a recent mass shooting in Ukraine as a po…
- Italy Gives Trump the Cold Shoulder || Peter Zeihan
This episode of the Peter Zeihan Podcast Series discusses the diplomatic rifts between the U.S. and European allies, specifically Italy, due to Trump's approach to the Iran War.
- California’s Coming Energy Crisis || Peter Zeihan
Peter Zeihan discusses the energy crisis in California. The crisis is a result of the closure of the Strait of Hormuz.
- Iran War Winners and Losers: North American Energy || Peter Zeihan
This episode examines how an Iran war could affect North American energy, noting potential benefits for the U.S. and Canada due to rising global prices. It also considers the risk of oversupply in North America if exports are halted to con…
- Guam and the Practical Impact of Climate Change || Peter Zeihan
Peter Zeihan re-examines the link between climate change and local events, prompted by current storms in the central Pacific. He discusses this in the context of Guam.
- A New Era in Hungary: Orbán Gets the Boot || Peter Zeihan
A new era is beginning in Hungary after Viktor Orbán was removed from power in the latest election. Péter Magyar now leads the new government.
- Bring On the Jet Fuel Shortages || Peter Zeihan
Peter Zeihan discusses the global jet fuel shortages. He explains that even with an Iran ceasefire, a shortage is already anticipated, which could impact summer travel plans.
- MAGA – Breaking Up Is Hard || Peter Zeihan
This episode discusses when public figures such as Marjorie Taylor Greene, Tucker Carlson, and Alex Jones turn on Donald Trump. The host, Peter Zeihan, explores the implications of these events.
- China Tries to Build Sand Bases, Again || Peter Zeihan
This episode of The Peter Zeihan Podcast Series focuses on China's construction of sand bases in the South China Sea. Peter Zeihan provides commentary on these developments.
- The Blockade of Iran Begins || Peter Zeihan
Peter Zeihan discusses the beginning of the blockade of Iran by the U.S. The episode covers the initial stages and the significance of this action.
- The Energy Crisis: Downstream Impacts || Peter Zeihan
Peter Zeihan discusses the global energy crisis, detailing its downstream impacts. He focuses on the current turning point in the crisis as pre-war shipments arrive.
- Trump Goes on a Firing Spree || Peter Zeihan
Peter Zeihan discusses President Trump's recent administration changes. He analyzes the core issue of Trump prioritizing loyalty and praise over competency and experience.
- The End of the WTO || Peter Zeihan
This episode of The Peter Zeihan Podcast Series examines the World Trade Organization (WTO). Peter Zeihan discusses its history and its current state. The WTO was created after the Cold War to enforce trade rules for the post-WWII system,…
- How to End American Power || Peter Zeihan
Peter Zeihan examines how a shift in U.S. foreign policy, specifically regarding global security and oil, could impact the existing world order. He discusses the potential implications of the U.S. moving away from its post-World War II rol…
- So You Want to Take Iran's Oil… || Peter Zeihan
This episode explores the difficulties and hazards associated with taking Iran's oil, detailing the potential for a humanitarian crisis and a full-scale ground invasion to control production.
- Russia Draws American Blood in Iran || Peter Zeihan
This episode of The Peter Zeihan Podcast Series discusses an attack on a U.S. base in Saudi Arabia. It explores the claim that Russia provided Iran with targeting data for this strike.
- Can the British Reopen the Strait of Hormuz? || Peter Zeihan
This episode of the Peter Zeihan Podcast Series explores the British-led effort to reopen the Strait of Hormuz. Peter Zeihan assesses the realism of such a coalition successfully countering Iran and securing the strait.
- A Flawed Trade System in Europe || Peter Zeihan
Peter Zeihan discusses European efforts to build trade systems that exclude the U.S. He explains that these systems are inherently flawed.
- The Strait of Hormuz Remains Open...For Iran || Peter Zeihan
Peter Zeihan discusses the ongoing conflict in the Persian Gulf and the Strait of Hormuz. Iran has taken control, requiring ships to get clearance for safe passage.
- U.S. Ground Troops Coming to Iran || Peter Zeihan
Peter Zeihan discusses the preparations for a potential U.S. ground operation in Iran. This could involve Marines from the USS Tripoli and Boxer, and elements from the 82nd Airborne.
- The Death of the First-Time Home Buyer || Peter Zeihan
This episode of The Peter Zeihan Podcast Series discusses the challenges faced by average Americans in buying their first home, a significant change from previous generations.
- Ukraine Strikes Hit Baltic Export Facilities || Peter Zeihan
Ukraine launched a drone attack on Russian oil export facilities in the Baltic. This event shows Ukraine's capability to disrupt Russian exports.
- How to Break Iran || Peter Zeihan
Peter Zeihan explains that destabilizing the Islamic Revolutionary Guard Corps (IRGC) is the only way for the U.S. to force meaningful change in Iran's government.
- Aluminum Shortages Coming Soon || Peter Zeihan
Peter Zeihan discusses the potential for aluminum shortages. He explains that Iranian strikes on gas fields, pipelines, and power plants could disrupt aluminum production in the Persian Gulf.
- As Fertilizer Falls, Famine Will Follow || Peter Zeihan
This episode of The Peter Zeihan Podcast Series discusses how the shutdown of the Strait of Hormuz due to the Iran war is affecting global food systems, specifically through disruptions in fertilizer production in the Persian Gulf.
- Marines, Uranium, and a Symbolic Win? || Peter Zeihan
Peter Zeihan discusses the strategic implications and risks associated with claims that the U.S. could end a war by seizing Iranian assets, specifically mentioning Kharg Island and Isfahan.
- Trump Gets Introduced to Section 301 || Peter Zeihan
This episode of The Peter Zeihan Podcast Series discusses how the Supreme Court ruled Trump's tariffs illegal, leading to the administration using Section 301 investigations.
- The U.S. and Mexico Kick Off NAFTA Talks || Peter Zeihan
The U.S. and Mexico have initiated NAFTA renegotiation discussions. Canada was not included in this first round of talks between the two countries.
- Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan
Russia is sharing battlefield lessons from the Ukraine War with Iran. This strategy is causing trouble for the US.
- The U.S. Dollar: Short vs. Long Term || Peter Zeihan
Peter Zeihan discusses the short-term and long-term prospects of the U.S. dollar in this episode. This analysis is not financial advice.
- The Shield of the Americas || Peter Zeihan
Peter Zeihan discusses the Shield of the Americas, a regional security initiative launched by Trump. This initiative involves partnerships with Latin American leaders to address drug cartels in Latin America.
- Sweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan
Sweden has seized its first shadow fleet vessel, a bulk carrier. This is part of a larger international effort to crack down on Russia's shadow fleet.
- The U.S. Helps India and Russia Helps Iran || Peter Zeihan
Peter Zeihan discusses two distinct geopolitical developments involving the U.S. and India, and Russia and Iran. He clarifies that these two issues, though sometimes conflated, are entirely separate.
- Iraq, Oil, and a Break for Chevron || Peter Zeihan
This episode discusses the Iraq War and the involvement of American energy firms. It also explores potential shifts in the energy landscape related to Iraq.
- Why Would Europe Trust France with ALL the Nukes? || Peter Zeihan
Peter Zeihan discusses France's proposal for an expanded nuclear deterrent for the EU. This comes amid European concerns about US security guarantees, but faces significant obstacles.
- The U.S. LUCAS Rivals Iran's Shahed || Peter Zeihan
This episode of The Peter Zeihan Podcast Series introduces the U.S. LUCAS drone. It is discussed in the context of rivaling the Iranian Shahed drone financially.
- Iceland and Norway Ponder EU Membership || Peter Zeihan
This episode explores the possibility of Iceland and Norway joining the EU. The discussion touches upon the reasons behind this consideration.
- Belgium Seizes Shadow Fleet Vessel || Peter Zeihan
The Belgian government has seized a shadow fleet tanker. This action, alongside interventions from the United States and India, suggests the entire fleet will be shut down within months.
- Panama Boots China from the Canal || Peter Zeihan
Panama has assumed control of port facilities formerly operated by a Chinese company following a court decision. This action is noted to reaffirm U.S.–Panama relations.
- Strike Targeting Problems in Ukraine || Peter Zeihan
This episode of the Peter Zeihan Podcast Series discusses the United States’ role in advising Ukraine to avoid striking Russian energy infrastructure. The conversation explores the American economic interests that are influencing this stan…
- Buying Time With Drugs || Peter Zeihan
Peter Zeihan talks about the global demographic problem. He explains that there is no medical breakthrough to reverse the current demographic trends.
- China's Alleged Nuclear Test || Peter Zeihan
The Trump administration has accused China of conducting a small nuclear test in 2020. This claim is based on a seismic event detected in Western China.