The U.S. and Ukraine Make a Drone Deal || Peter Zeihan
The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newslett...
10 Jul 4min
Korean Exports Skyrocket Thanks to AI || Peter Zeihan
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsl...
9 Jul 5min
Status Update on the Persian Gulf || Peter Zeihan
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.Join t...
7 Jul 3min
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
U.S. Oil Export Restrictions Coming Soon || Peter ZeihanIf global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the...
6 Jul 5min
Say Goodbye to Kazakhstan Oil || Peter Zeihan
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.Join the Patr...
3 Jul 4min
Russia Gets Knocked Off Its Horse || Peter Zeihan
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.Join the Patreon here: https://www.patreon.com/...
1 Jul 6min
Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments ...
30 Jun 4min
Nukes for All! (But Finland First) || Peter Zeihan
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4afj...
29 Jun 3min
