America's Leg Up on Petrochemicals || Peter Zeihan
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million barrels/day shortage is taking a toll. Join the P...
30 Apr 3min
The Return of Kremlin Terrorism || Peter Zeihan
During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in Ukraine suggest a return to old habits could well b...
29 Apr 7min
Italy Gives Trump the Cold Shoulder || Peter Zeihan
Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is the Italians. Join the Patreon here: https://www.p...
28 Apr 5min
California’s Coming Energy Crisis || Peter Zeihan
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:
27 Apr 4min
Iran War Winners and Losers: North American Energy || Peter Zeihan
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would b...
24 Apr 8min
Guam and the Practical Impact of Climate Change || Peter Zeihan
I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look. Join the Patreon here: https://www.patreon.com/PeterZeihan Full...
23 Apr 4min
A New Era in Hungary: Orbán Gets the Boot || Peter Zeihan
A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter Magyar. Join the Patreon here: https://www.patreon....
22 Apr 8min
Bring On the Jet Fuel Shortages || Peter Zeihan
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the Patreon here: https://www.patreon.com/Pet...
21 Apr 2min
