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The U.S. and Ukraine Make a Drone Deal || Peter Zeihan
Episode 944
The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet.
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an hour ago
Korean Exports Skyrocket Thanks to AI || Peter Zeihan
Episode 943
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?
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1 day, 1 hour ago
Status Update on the Persian Gulf || Peter Zeihan
Episode 942
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...…
3 days, 1 hour ago
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
Episode 941
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
If global energy supplies remain constrained, the U.S. government will prioritize U.S. consum…
4 days, 1 hour ago
Say Goodbye to Kazakhstan Oil || Peter Zeihan
Episode 940
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry i…
1 week ago
Russia Gets Knocked Off Its Horse || Peter Zeihan
Episode 938
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipm…
1 week, 2 days ago
Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Episode 937
Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have…
1 week, 3 days ago
Nukes for All! (But Finland First) || Peter Zeihan
Episode 936
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing...
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1 week, 4 days ago
The End of NATO || Peter Zeihan
Episode 935
The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably,…
2 weeks ago
The Reality of the Global Energy Situation || Peter Zeihan
Episode 934
We are still in the midst of a supply disruption of historical magnitude that will not reverse when the bullets stop.
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2 weeks, 1 day ago