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America's Leg Up on Petrochemicals || Peter Zeihan
Episode 893
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 millio…
2 months, 1 week ago
The Return of Kremlin Terrorism || Peter Zeihan
Episode 892
During the Cold War, Soviet intelligence agencies actively sponsored or even created terror cells throughout Europe. A recent mass shooting event in …
2 months, 1 week ago
Italy Gives Trump the Cold Shoulder || Peter Zeihan
Episode 891
Trump's chaotic and isolated approach to the Iran War has caused rifts between the U.S. and many of its closest European allies. Topping that list is…
2 months, 1 week ago
California’s Coming Energy Crisis || Peter Zeihan
Episode 890
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch.
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2 months, 1 week ago
Iran War Winners and Losers: North American Energy || Peter Zeihan
Episode 889
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to ke…
2 months, 2 weeks ago
Guam and the Practical Impact of Climate Change || Peter Zeihan
Episode 888
I normally do not attempt to link climate change to local events, but current storms in the central Pacific demand we take a fresh look.
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2 months, 2 weeks ago
A New Era in Hungary: Orbán Gets the Boot || Peter Zeihan
Episode 887
A new era is beginning in Hungary. A blowout in the latest election has removed Viktor Orbán from power and ushered in a new government led by Péter …
2 months, 2 weeks ago
Bring On the Jet Fuel Shortages || Peter Zeihan
Episode 886
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights.…
2 months, 2 weeks ago
MAGA – Breaking Up Is Hard || Peter Zeihan
Episode 885
When Marjorie Taylor Greene, Tucker Carlson, and Alex Jones all turn on Trump on the same day...it's worth looking into.
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2 months, 2 weeks ago
China Tries to Build Sand Bases, Again || Peter Zeihan
Episode 884
China is out building sand castles again in the South China Sea, and I bet you can guess how it's going to end.
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2 months, 3 weeks ago