A Post-American Alliance for the Middle East || Peter Zeihan
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. Jo...
20 Elo 5min
The Shadow Fleet Is Sinking || Peter Zeihan
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. J...
19 Elo 3min
Russia Loses Its Foothold in Syria || Peter Zeihan
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 tr...
18 Elo 3min
Is This the End of U.S. Biofuels? || Peter Zeihan
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 biofuel...
17 Elo 5min
Global Energy Stressors: Can Anybody Help || Peter Zeihan
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, ...
14 Elo 3min
Can Shale Save the World || Peter Zeihan
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 wi...
13 Elo 7min
Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan
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://w...
12 Elo 4min
Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan
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 W...
11 Elo 5min
