Back to the Glory Days of the Spice Trade || Peter Zeihan
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice, Genoa, Pisa, and Amalf...
11 Sep 4min
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 Sep 3min
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 Sep 4min
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 Sep 3min
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 Sep 5min
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 Sep 5min
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 Sep 5min
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 Sep 7min
