The Peter Zeihan Podcast Series
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Über den Podcast
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!
Lizenz: Zeihan on Geopolitics 2023
Folgen 1.038
China's Manufacturing Power Will Not Last || Peter Zeihan
China is the world's premier manufacturing superpower. There is no argument there. However, that doesn't mean China's industrial dominance is sustainable. Pre-order Peter's first fiction novel, Acceptable …
Shownotes
China is the world's premier manufacturing superpower. There is no argument there. However, that doesn't mean China's industrial dominance is sustainable.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
Full Newsletter: https://bit.ly/4sHVWGC
Nvidia's CEO Gets Caught in the Honeypot || Peter Zeihan
Nvidia's (former) CEO, Jensen Huang, was caught with his hand in the honeypot. His alleged relationship with a Chinese spy has sparked controversy about the sale of restricted Nvidia chips being funneled …
Shownotes
Nvidia's (former) CEO, Jensen Huang, was caught with his hand in the honeypot. His alleged relationship with a Chinese spy has sparked controversy about the sale of restricted Nvidia chips being funneled through a Singaporean company to China. This also raises questions about the Trump administration's involvement in allowing chip sales to proceed.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The Problem with the U.S. Power Grid || Peter Zeihan
Expanding the U.S. electrical grid is one of the great problems of today. Reindustrialization necessitates at least 50% growth, and that's before factoring in the new data centers. Join the Patreon here …
Shownotes
Expanding the U.S. electrical grid is one of the great problems of today. Reindustrialization necessitates at least 50% growth, and that's before factoring in the new data centers.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4AfAmMh
China's Power Vacuum Worsens || Peter Zeihan
Xi Jinping has made it clear he plans to ride this ship all the way down. At the latest CCP Congress, more leaders were removed, but one official was elevated: Zhang Shengmin. Zhang oversees military purges …
Shownotes
Xi Jinping has made it clear he plans to ride this ship all the way down. At the latest CCP Congress, more leaders were removed, but one official was elevated: Zhang Shengmin. Zhang oversees military purges, and his promotion signals that more purges are coming soon.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4Ai0G8A
Polish Politics Get Persnickety || Peter Zeihan
Poland’s political landscape is in the midst of a constitutional crisis over the issue of judicial appointments, reigniting a similar dispute from 2015.Join the Patreon here …
Shownotes
Poland’s political landscape is in the midst of a constitutional crisis over the issue of judicial appointments, reigniting a similar dispute from 2015.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4BIIndY
A New Explosive Threat in the Persian Gulf || Peter Zeihan
For the first time in the 2026 conflict, the Iranians have placed limpet mines on ships. This represents a fundamentally different sort of sabotage that is functionally impossible for the US Navy to prevent …
Shownotes
For the first time in the 2026 conflict, the Iranians have placed limpet mines on ships. This represents a fundamentally different sort of sabotage that is functionally impossible for the US Navy to prevent.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
Full Newsletter: https://bit.ly/480dKmT
Bolsonaro Flees Brazil Following Election Loss || Peter Zeihan
Brazil just wrapped up its elections with a presidential victory for Lula over Bolsonaro. And if those names sound familiar, it's because we've seen Lula and the Bolsonaro family duke it out for decades. Join …
Shownotes
Brazil just wrapped up its elections with a presidential victory for Lula over Bolsonaro. And if those names sound familiar, it's because we've seen Lula and the Bolsonaro family duke it out for decades.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4ihX9Rq
Attacks on Russian Data Centers: It's Not About Bots || Peter Zeihan
If you thought some Ukrainian strikes on data centers could stop the Russians from interfering with the U.S. midterms, you are sorely mistaken. These strikes pose a much greater threat to the Russian economy …
Shownotes
If you thought some Ukrainian strikes on data centers could stop the Russians from interfering with the U.S. midterms, you are sorely mistaken. These strikes pose a much greater threat to the Russian economy than to its online disinformation apparatus.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4iwYBOV
What's Behind the French Protests || Peter Zeihan
It seems that everyone is dead set on banging their drum about the French protests, but here's what is actually happening. Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of …
Shownotes
It seems that everyone is dead set on banging their drum about the French protests, but here's what is actually happening.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
Full Newsletter: https://bit.ly/4zZFbJx
France and the UK Choose the Nuclear Option || Peter Zeihan
The United Kingdom and France are conducting joint nuclear weapons delivery exercises, but they're not the only countries eyeing nukes. Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free …
Shownotes
The United Kingdom and France are conducting joint nuclear weapons delivery exercises, but they're not the only countries eyeing nukes.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
El Salvador Invades Haiti with Help from the Trump Administration? || Peter Zeihan
Wait? What??? Join the Patreon here: https://www.patreon.com/PeterZeihan
The Paris Accords Can't Stop Climate Change || Peter Zeihan
The climate thresholds established in the Paris Accords are looking less and less achievable. While developed economies are reducing emissions, the rest of the industrializing world still depends upon fossil …
Shownotes
The climate thresholds established in the Paris Accords are looking less and less achievable. While developed economies are reducing emissions, the rest of the industrializing world still depends upon fossil fuels to keep things moving.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4svBdG1
India Has Three Major Problems (At The Moment) || Peter Zeihan
France isn’t the only one with a protest problem; India is joining in on the fun, too. With fertilizer shortages, voting reforms, and the educated youth frustrated with limited opportunities, Modi and the …
Shownotes
France isn’t the only one with a protest problem; India is joining in on the fun, too. With fertilizer shortages, voting reforms, and the educated youth frustrated with limited opportunities, Modi and the government have their hands full.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
Full Newsletter:
Trump Might Be Onto Something with Data Center Energy || Peter Zeihan
We're back to Trump operating as if 1:37 AM Truth Social posts are policy, but this latest one might actually be worth discussing in the daylight...in front of actual decision-makers. Pre-order Peter's first …
Shownotes
We're back to Trump operating as if 1:37 AM Truth Social posts are policy, but this latest one might actually be worth discussing in the daylight...in front of actual decision-makers.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
How Will the Elections Impact Serbia and Brazil? || Peter Zeihan
Both Serbia and Brazil just had major elections, but neither is likely to change much. Unfortunately, these are two countries bound by their respective geographies, and it will require much more than an …
Shownotes
Both Serbia and Brazil just had major elections, but neither is likely to change much. Unfortunately, these are two countries bound by their respective geographies, and it will require much more than an election to alter their trajectories.
Pre-order Peter's first fiction novel, Acceptable Range, and get 1 free month of Patreon access here: https://bit.ly/4yEbqxw
Data Centers: A Necessary Evil...Kinda || Peter Zeihan
While data centers are a massive, loud, and expensive drain on critical resources, they are essential to modern life. I'm not here to argue the downsides of data centers, because everyone knows all that …
Shownotes
While data centers are a massive, loud, and expensive drain on critical resources, they are essential to modern life. I'm not here to argue the downsides of data centers, because everyone knows all that; however, many people see them as just AI power stations, and that's where I'm stepping in.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter:
Oil Pricing Is Going Crazy || Peter Zeihan
Oil prices are going crazy, and the current price of ~$102/barrel doesn't even account for all the additional costs incurred along the way. Join the Patreon here: https://www.patreon.com/PeterZeihan
The Great Oil Split Has Begun || Peter Zeihan
Global oil markets are beginning to fragment, and with each added layer, the likelihood of returning to a global unitary price for crude gets further away. But this oil split isn't hitting everyone the …
Shownotes
Global oil markets are beginning to fragment, and with each added layer, the likelihood of returning to a global unitary price for crude gets further away. But this oil split isn't hitting everyone the same...
\Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/47jUHUi
Ground Drones Hit the Frontlines in Ukraine || Peter Zeihan
The Ukrainians have introduced ground drones to the battlefield, attacking Russian positions and disrupting logistics. This is yet another innovation emerging from this war that is shaking up how wars will be …
Shownotes
The Ukrainians have introduced ground drones to the battlefield, attacking Russian positions and disrupting logistics. This is yet another innovation emerging from this war that is shaking up how wars will be fought.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4BdwZqC
Should the U.S. Military Invade Yemen? || Peter Zeihan
I've got a bit of a loaded question for everyone today: should the U.S. military get involved in Yemen? Join the Patreon here: https://www.patreon.com/PeterZeihan
The French Protests Were Inevitable || Peter Zeihan
The protests happening in Paris are an inevitable part of the transition that France is going through. The demographic, political, and historical pressures are making government spending increasingly difficult …
Shownotes
The protests happening in Paris are an inevitable part of the transition that France is going through. The demographic, political, and historical pressures are making government spending increasingly difficult to sustain.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4k0frYD
Does China Have a Succession Plan || Peter Zeihan
Concerns over Xi Jinping's health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let's discuss the Chinese succession plan if Xi kicks it.Preorder …
Shownotes
Concerns over Xi Jinping's health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let's discuss the Chinese succession plan if Xi kicks it.
Preorder Acceptable Range and get 1 Free month on Patreon for the Live Q&A: https://bit.ly/4z9JtNS
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4hZSEJT
China Gets a New Base in Southeast Asia || Peter Zeihan
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on …
Shownotes
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4du6iUk
The End of Black Sea Shipping || Peter Zeihan
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on …
Shownotes
The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4du6iUk
What Happens When India's Water Runs Out? || Peter Zeihan
While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India.Join the Patreon here …
Shownotes
While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4hGM643
Defending the Homefront from Cheap Drones || Peter Zeihan
It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of worms. Join the Patreon here …
Shownotes
It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of worms.
Join the Patreon here: https://www.patreon.com/PeterZeihan
How Diesel Could Shape the Ukraine War || Peter Zeihan
A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places like Kazakhstan, Belarus, and India to …
Shownotes
A U.S. diesel ban could have reverberating consequences for the Russian energy sector, following the sustained attacks by Ukraine. Russia is now relying on places like Kazakhstan, Belarus, and India to supplement its fuel supplies.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/47FFZXC
What’s Next for Iraq? || Peter Zeihan
U.S. troops have withdrawn from Iraq, putting an end to American military presence that began following 9/11. So, what's next for Iraq? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
Will Putin Join the Miami G20 Summit? || Peter Zeihan
The Trump administration has extended an invitation to Putin to attend the G20 summit in Miami. There are several things to watch for, so let's break it down.Join the Patreon here …
Shownotes
The Trump administration has extended an invitation to Putin to attend the G20 summit in Miami. There are several things to watch for, so let's break it down.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3U1mhCA
Ukraine Finally Pushes the Frontline Back || Peter Zeihan
Ukraine's new memory drones are beginning to reshape battlefield tactics. For the first time in this war, we're seeing the frontline consistently move in the other direction. Join the Patreon here …
Shownotes
Ukraine's new memory drones are beginning to reshape battlefield tactics. For the first time in this war, we're seeing the frontline consistently move in the other direction.
Join the Patreon here: https://www.patreon.com/PeterZeihan
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