China's Labor Problem: Youth Unemployment || Peter Zeihan
Today's new factoid is that youth unemployment in China is higher than in Italy (in percentage terms). And if China's unemployment resembles Italy's, it is a very, very bad sign. Let's break this down...
26 Heinä 20234min
What's Going On with Iran and Oil Markets? || Peter Zeihan
Over the last few weeks, we've seen Iranian oil hit markets at nearly decade-high volumes...but production has remained relatively flat. So what's really happening here? Full Newsletter: https://ma...
25 Heinä 20233min
Why is the Mexican Energy Sector Collapsing? || Peter Zeihan
As I was heading out on this trip, a fire broke out in Mexico's Cantarell oil field, which has long been Mexico's largest oil-producing asset. However, even before this fire, oil production from this ...
24 Heinä 20234min
Brain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan
Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilit...
21 Heinä 20234min
Why the Kerch Strait Bridge Attack is BAD for Russia || Peter Zeihan
Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilit...
20 Heinä 20237min
Let's Talk Turkey (BIG Strategy Changes) || Peter Zeihan
There's been a lot of movement in Turkey's neck of the woods, so the Turks have had to change their stance on several issues. Given Turkey's strategic positioning and importance, expect huge regional ...
19 Heinä 20237min
Russia Terminates the Black Sea Grain Deal with Ukraine || Peter Zeihan
Russia announced on Monday that the Black Sea grain deal will not be extended. This initiative has enabled Ukraine to export agricultural products through Russia’s blockade of the Black Sea; however, ...
18 Heinä 202312min
Let's Talk California (Has Their Lucky Streak Run Out?) || Peter Zeihan
California has been one of the most successful states in the US, primarily because of things outside its control. But all those external factors are flipping on them, so California must reinvent itsel...
17 Heinä 20236min
