China's Energy Problem and Dealing with the Taliban || Peter Zeihan

On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials view things through a nar...

14 Sep 7min

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, 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

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 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 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

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

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