Venezuelan Oil Sector: Biden Lifts Sanctions || Peter Zeihan

Venezuelan Oil Sector: Biden Lifts Sanctions || Peter Zeihan

The Biden administration has suspended some sanctions on the Venezuelan oil industry thanks to Maduro's (ever-so) slight easing of political restrictions. While this may pump some air back into the lungs of the oil sector, it will take a lot more to get Venezuela back to significant levels. Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-sector-biden-lifts-sanctions

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Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan

Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan

Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the U.S. build reserves, but it'...

10 Syys 3min

Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan

Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan

If China and Russia are so buddy-buddy now, why don't they build pipelines across Siberia to bypass the Persian Gulf? There are more issues than I can cover in this video, but here are a couple...Join...

9 Syys 4min

Ukraine Is Shooting Fish in a Barrel || Peter Zeihan

Ukraine Is Shooting Fish in a Barrel || Peter Zeihan

Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship identities, transponder data, routes, and ports from t...

8 Syys 3min

The End of U.S. Strategic Petroleum Reserve || Peter Zeihan

The End of U.S. Strategic Petroleum Reserve || Peter Zeihan

The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million barrels were never used for its intended purpose.Join...

7 Syys 5min

Global Shipping Comes Under Attack || Peter Zeihan

Global Shipping Comes Under Attack || Peter Zeihan

While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

4 Syys 5min

China’s Real Estate System Is Failing || Peter Zeihan

China’s Real Estate System Is Failing || Peter Zeihan

You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Evergrande's former chairman, and it tells you everyth...

3 Syys 5min

Russia Is Struggling to Defend Its Own Capital || Peter Zeihan

Russia Is Struggling to Defend Its Own Capital || Peter Zeihan

A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including refineries and key infrastructure, vulnerable to Ukrai...

2 Syys 7min

Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan

Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan

Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: ...

1 Syys 5min

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