Armenia - Azerbaijan War: Turkey and Iran at Risk || Peter Zeihan
After Azerbaijan's lightning assault on Nagorno-Karabakh caused ethnic Armenians to flee the region, there's potential that Azerbaijan will continue to invade Armenia proper. Full Newsletter: https:...
26 Okt 20238min
The US Credit Rating, Budget Deficits and Debt || Peter Zeihan
We've all heard about the drop in the US credit rating, but what does it mean? Given the United States' size and global standing, the resulting impact on financing costs is nominal. Full Newsletter...
25 Okt 20234min
Unifor Strikes: Issues with the Canadian Industrial System || Peter Zeihan
Unifor - a Candian public service union - has declared a strike on the St. Lawrence Seaway (a crucial maritime transport route). This has essentially cut off the direct delivery of seaborne goods from...
24 Okt 20233min
The Third Shale Revolution: Reshoring Manufacturing || Peter Zeihan
The third piece of the shale revolution is all about timing. As the world shifts from globalized supply chains to more localized and secure means of production, utilizing cheaper energy sources and pr...
23 Okt 20236min
Gaza and Israel: The Start of WWIII or an Isolated Conflict? || Peter Zeihan
We've all been following the events unfolding in Israel and Gaza, and questions of this triggering a larger conflict are starting to bubble up. To be blunt, this isn't the start of WWIII, but let me e...
20 Okt 202312min
The Second Shale Revolution: Industrial Expansion || Peter Zeihan
So, how did the US use all that crude oil and natural gas produced during the first shale revolution? As the need for industrial expansion grew, so did the American refining industry's footprint. Ful...
19 Okt 20235min
The First Shale Revolution: Humble Beginnings || Peter Zeihan
With ExxonMobil's acquisition of Pioneer, it's time to kiss the days of mom-and-pop shale operations goodbye. But before we look at what's next, let's look at the shale journey over the last two decad...
18 Okt 20239min
India Assassinated a Sikh Emigrant on Canadian Soil || Peter Zeihan
While giving a parliamentary testimony, Canada's Prime Minister, Justin Trudeau, accused the Indian Government of assassinating a Sikh emigrant living in Canada who supported an Indian separatist grou...
17 Okt 20237min
