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Ukraine Goes on the Offensive || Peter Zeihan
Episode 847
Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by l…
2 months, 1 week ago
The Ukraine War, Drones, and Starlink || Peter Zeihan
Episode 846
Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mo…
2 months, 1 week ago
Finding Rare Earths in Japanese Mud || Peter Zeihan
Episode 845
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation...
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2 months, 1 week ago
Cuba Is Running Out of Time || Peter Zeihan
Episode 844
Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis.
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2 months, 2 weeks ago
I've Got This Bridge to Sell You… || Peter Zeihan
Episode 843
The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%.
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2 months, 2 weeks ago
India Takes on the Shadow Fleet || Bonus Episode
Episode 842
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely jo…
2 months, 2 weeks ago
The U.S. Navy Goes Down Under || Peter Zeihan
Episode 841
The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts w…
2 months, 2 weeks ago
Japan Sees the Writing on the Wall || Peter Zeihan
Episode 840
Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate…
2 months, 2 weeks ago
Japan's Debt Crisis Is Just the Beginning || Peter Zeihan
Episode 839
Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government…
2 months, 2 weeks ago
Trump Announces $12B Rare Earth Stockpile || Peter Zeihan
Episode 838
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply dis…
2 months, 3 weeks ago