Archives

Russia and Ukraine are key suppliers for two industrial inputs most of us really never think about: neon and palladium. Unless you’re involved in semiconductors or the manufacture of [...]

Russia’s Wagner Group purports to be a “private security organization” – what you and I might otherwise call mercenaries. Plenty of groups like this exist around the [...]

Steel is produced from iron ore, but to get from one to the other the ore must first be purified into pig iron (aka crude iron). Enter Russia and Ukraine, who source three-fifths of globally [...]

Parts of my work are, from my point of view, easy. I’ve always found reading a map to tease out military and economic potentials and trends to be equal parts engaging and…relaxing. Demographics? [...]

A mix of punitive sanctions and market forces is working to keep Russian energy exports out of global refineries and power plants, and ultimately in the ground as Moscow will have fewer markets [...]

I identified the likely challenges facing Russian oil production at the outset of the Russian invasion of Ukraine – chief among them Moscow’s inability to keep oil flowing in the [...]

We are awash in news reports that the Europeans are poised to follow the US in banning all Russian Energy imports.  Let me repeat: the Europeans are reportedly getting ready to ban imports [...]

I thought it would be helpful to collect our recent newsletters on the subject of Russia and Ukraine in a single place for easy reference. As a reminder, the Zeihan on Geopolitics newsletter is [...]

This newsletter is an adapted excerpt from Peter’s upcoming book, The End of the World is Just the Beginning. Think the Europeans will need to get by without Russian crude? You are [...]

Russian President Vladimir Putin issued an early warning to foreign powers at the outset of his invasion of Ukraine: Russia’s considerable nuclear arsenal was ready to deliver a [...]