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Is This the End of U.S. Biofuels? || Peter Zeihan
Is This the End of U.S. Biofuels? || Peter Zeihan

Episode 967

The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, …

2 months, 2 weeks ago

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Global Energy Stressors: Can Anybody Help || Peter Zeihan
Global Energy Stressors: Can Anybody Help || Peter Zeihan

Episode 966

Are there any countries that might be able to ease the global energy stress?

Saudi Arabia might be able to ramp up output, but Houthi attacks could ta…

2 months, 3 weeks ago

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Can Shale Save the World || Peter Zeihan
Can Shale Save the World || Peter Zeihan

Episode 965

The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have r…

2 months, 3 weeks ago

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Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan
Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan

Episode 964

As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own…

2 months, 3 weeks ago

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Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan
Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan

Episode 963

Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going…

2 months, 3 weeks ago

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Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan
Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan

Episode 962

Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective.

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2 months, 3 weeks ago

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The Limits of China's Military Reach || Peter Zeihan
The Limits of China's Military Reach || Peter Zeihan

Episode 961

Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand i…

2 months, 4 weeks ago

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Leaving the World Behind: Obama vs. Trump || Peter Zeihan
Leaving the World Behind: Obama vs. Trump || Peter Zeihan

Episode 960

The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came …

2 months, 4 weeks ago

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Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan
Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan

Episode 959

So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil …

3 months ago

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The U.S. Can't Break the (Arctic) Ice || Peter Zeihan
The U.S. Can't Break the (Arctic) Ice || Peter Zeihan

Episode 958

Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan.

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3 months ago

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