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
Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan
Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: ...
1 Sep 5min
Relocate or Move On from the Middle East || Peter Zeihan
Following the dumpster fire that was the Iran war, the U.S. is contemplating how and where to redeploy forces to the Middle East.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newslett...
31 Aug 3min
