Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan
So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used to transit daily. Join the Patreon here:...
5 Aug 8min
The U.S. Can't Break the (Arctic) Ice || Peter Zeihan
Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: h...
4 Aug 3min
South Africa's Immigration Problem || Peter Zeihan
While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop...
3 Aug 5min
Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan
Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, the...
31 Jul 4min
Houthis Declare Open Season on Saudi Arabia || Peter Zeihan
The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: http...
29 Jul 6min
Ukraine Closes the Sea of Azov || Peter Zeihan
Ukrainian drone attacks have effectively shut down Russia's use of the Sea of Azov, which is a critical export route for southern Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan F...
28 Jul 5min
Chinese Marriage Data Confirms Demographic Crisis || Peter Zeihan
Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and wha...
27 Jul 4min
The Demographics of Central Europe || Peter Zeihan
Central and Eastern Europe are undergoing major demographic decline. We're talking low birth rates, aging populations, and decades of youth emigration to Western Europe. So, what does this all mean?Jo...
24 Jul 11min
