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Young Chinese children

Saving China: Three-Child Policy

If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve
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LHD Sichuan Class Aircraft Carrier | Photo by Wikimedia Commons: https://en.wikipedia.org/wiki/Type_076_landing_helicopter_dock#/media/File:LHD_Sichuan.jpg

China’s New Ship: Enter the Sichuan

Let’s talk about the Sichuan. And no, we’re not ordering take-out. We’re talking about China’s newest Type 076
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Young Chinese children

Slavery Can’t Fix China’s Demography

To be thorough in our discussion of China’s demographic collapse, we must explore as many potential solutions as
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A skyline of Beijing, China

All That Bitchin’ Won’t Keep China Around

We’ve all been there. It’s Friday evening, the office is packing up for the weekend, and the boss
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Cleaning the tents in northern Siberia

Should China Invade Siberia?

While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize
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Photo of a submarine emerging out of the water

Can China Break Through the First Island Chain?

I often hear rumblings of China’s naval power, but one of the many reasons I pay no mind
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Person with umbrella standing on Xinghai Bay Bridge

China vs. Mother Nature: Can the Dikes Hold the Rain?

Flooding has already claimed lives and destroyed infrastructure in Hebei, Beijing, and Tianjin. Over five feet has already
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The flags of China and Iran

The Live Q&A Is Tomorrow + China’s Stance on Iran

The Live Q&A is tomorrow! Our next Patreon Live Q&A for our Analyst members is on Wed, July
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A made in China tag crossed out. Photo by Envato Elements and licensed

“Made in China” Becomes “Made in Vietnam”

Vietnam has been clawing its way up the American import leaderboard. With Trump’s July 9 tariff decision-day quickly
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Donald Trump and Xi Jinping at the G20 Summit

Finally, Some Clarity on US-China Relations

It’s a bird, it’s a plane, it’s…some long-awaited clarity on US-China relations. Here are the two major developments
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Photo of workers in a manufacturing shop

America’s Processing Crisis: Racing China’s Decline

One of the biggest challenges to US reindustrialization isn’t the raw materials, it’s the lack of processing infrastructure
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The Fire Hose of Chaos: China’s First Domino

As the pressure within the Chinese system continues to mount, you can expect to see signs as the
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An AI generated image of connex boxes with American and Chinese flags on them

The Death of US-China Trade + LIVE Q&A Starts Soon

The Live Q&A Is Here! Our next Live Q&A on Patreon is here! In a few hours Peter
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Donald Trump and Xi Jinping at the G20 Summit

Trump Takes on China…or Not

China is on its last legs. Its demographic picture is far past terminal. Its financial system makes Enron
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AI Drama: DeepSeek, Nvidia, and China

A Chinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to
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Great Hall of the People, Rendahuitang West Road, 前门 Xicheng District, China

Trump 2.0 – China

In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case
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Chinese flag over a building

China Has No Chance

The Chinese are stockpiling resources – food, fuel, and materials – to help it endure a protracted conflict
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An AI generated image of connex boxes with American and Chinese flags on them

Trump Tariffs Part 1 – China

The Trump administration is planning to impose some hefty tariffs on China. This isn’t just to reform trade
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Photo of the TSMC building

TSMC Cuts China’s Access to Advanced Chips

The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on
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Photo of woman holding Chinese Yuan

Can China Save Itself From the Mounting Debt Crisis?

Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough
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Photo of Chinese men and women in a town square

Can Immigration Solve China’s People Problem?

China is facing a demographic crisis, but can immigration be used to counter it? Countries like Canada and
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Photo of woman holding Chinese Yuan

China Faces Deflation as Economy Stutters

China is facing an economic downturn reminiscent of Japan’s struggles in the 90s. Actually, I take that back…China’s
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Photo of a submarine emerging out of the water

China, Navy, Nukes, Tech, and Politics

You’re receiving this video a week after its initial posting on Patreon. If you’d like to get access
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Photo of workers in a manufacturing shop

China Will Soon Lose the Title of “World’s Manufacturer”

Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was
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What Are China and Russia Doing in Africa?

*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia
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Young Chinese children

The Garbage Time of History: China’s Economic Decline

*This video was recorded before Peter’s backpacking trip in mid-July. Lesson of the day: if the Chinese government
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China’s Tariff Wars: The EU Opens a New Front

*This video was recorded in June of 2024. We’re talking about a different kind of war today –
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Photo of Xi Jiping

China After Xi

TECHNOVATION INTERVIEW Here is a link to my interview with Peter High on Technovation. We covered topics intersecting
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Talking Iran and China on Danger Close with Jack Carr

If you’ve followed me for a while, you’ll probably recognize Jack Carr and his show Danger Close. Last
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China’s Energy Problem and Dealing with the Taliban

When one of your best options for securing an energy supply route is with the Pakistani Taliban, you
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Photo of a US aircraft carrier on the water

Naval Power in the Pacific: China vs. The United States

There’s been much discussion lately surrounding the changing power balances in the Pacific – specifically the dynamics between
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Russia and China Gang Up on Finland

The schoolyard bullies are back at it again. Russia is funneling waves of migrants into the Finnish border,
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China-US Relations: What Did Xi and Biden Discuss

Thank you to everyone who has already contributed to MedShare International over the past two weeks! We have
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China’s “Diversionary” War with Taiwan: The Good, Bad and Ugly

China invading Taiwan isn’t a new topic, but would China ever use this war as a diversion or
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Don’t Be Surprised by China’s Collapse

It’s time to come out from under your rock and face the music – China is collapsing. If
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Photo of a solider throwing a drone into the air

Ukrainian Drones: A New Issue for Russia and China

The super moon (or blue moon or whatever it was) didn’t have just the animals stirring last night…and
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Why Should Northern China Worry About Flooding?

If you’re thinking, “There’s no way China’s situation could possibly get worse,” you may need to talk to
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China’s Labor Problem: Youth Unemployment

Coming to you from Colorado’s very own Stonehenge out in the Lost Wilderness. Today’s new factoid is that
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Semiconductor being made

China Bans Greentech Metal Exports to the US

We’re continuing our conversation on China’s inability to govern itself, and this is the cherry on top of
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China Cancels Summit with EU’s Foreign Affairs Minister Borrell

The news of the day is that the Chinese have canceled their upcoming summit with EU foreign minister
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Post-COVID China: Will the Economy Bump or Slump?

As countries across the globe peeled back COVID restrictions, many of those economies saw huge (and much-needed) bumps.
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Talking China, Apple, and Europe w/ Motley Fool’s Bill Mann

If I had a nickel for every time I’ve been asked for investment advice, I could probably retire.
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Iranian Seizure of Oil Tanker Could Spell Disaster for China

The Iranians have seized the Advantage Sweet, a Turkish-owned oil tanker carrying roughly 800,000 barrels of Crude. The
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Macron Tries to Reason with a Failing China

Today’s video is coming to you from Charteris Bay, New Zealand. The week’s major news is that French
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Taiwan Loses Honduran Support to China

Today’s rainbow is brought to you by Wanaka, New Zealand. For those following Chinese relations, you’ve probably heard
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Can the US Military Fight Russia and China?

With the potential for the Americans to get caught up in simultaneous wars with the Russians and Chinese,
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Is India the Next China?

When I get the question – “Is India the next China?” – to the surprise of many, I
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China’s Competitive Edge: Solar Exports

As the US attempts to reshore many previously outsourced industries, the Chinese are looking for any opportunity to
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Photo of a semiconductor

Semiconductors: China’s the Odd Man Out

An American, a Dutch, and a Japanese guy all walk into a bar…sounds like the beginning of a
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COVID: China’s Problem Child

A COVID situation is brewing in China and an outbreak of grand proportions is imminent. Unfortunately, the Chinese
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Taiwan and China: War on the Horizon?

Disclaimer: this video was posted in May of 2022, but as discussions of Taiwan and China escalate it
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The End of China

Let’s play a little game…picture a country that is ruled by one man – now imagine that country
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The Bad News Continues for China’s Superconductor Industry

The Biden administration’s moves against China’s semiconductor industry are continuing to have serious consequences, including the largely universal resignation
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China and Semiconductors 

The Biden Administration has announced further limits on Chinese firms’ ability to access foreign (read: US dominated) semiconductor
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China: Balancing a Floundering Russia and Angry Americans

Things aren’t looking great for Beijing.  Weeks of military posturing and a range of indirect-to-direct military threats against
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China and Taiwan

At the outset of the Russian invasion of Ukraine, there was significant concern that China would follow with
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China, Oil, and the Ukraine War

Russia is finding it increasingly difficult to sell its oil in Europe and other traditional markets, as a
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Omicron, and China’s Changing Calculus

As we now enter the third year of the ongoing COVID pandemic, we have had an evolution in
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Chinese men and women walking in the street

Video Dispatch: China’s Demographic Decline

Bit by bit we are getting back to normal. Over half of the American adult population is now
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Life After Trump, Part VIII: The Crisis List—China

I don’t see China the way most do. Where others see a rising naval power, I see a trapped
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neon lights over Toyko

A Failure of Leadership, Part III: The Beginning of the End of China

Read Part 1 and Part 2 The Chinese are intentionally torching their diplomatic relationships with the wider world.
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China’s Energy Gauntlet and the Future of Oil

Coronavirus has launched the greatest energy upheaval since the dawn of the petroleum age. In the short run,
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The Cutting Room Files, Part 6: The Future of China

by Melissa Taylor and Peter Zeihan This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations
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A Return to Tiananmen, Part I: The Evolution of China

Read Part II here I recently had the opportunity to be in New Zealand and Australia for a
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Of China and Oil

The economic conflict between the United States and China continues to ramp up. Earlier this week the Trump
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Bolton in a China Shop

Thursday, March 22 was a big day, but before I get into the meat, there’s a couple of items I
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America and Vietnam Set Sights on China

President Obama kicked off a trip to Asia with a visit to Vietnam, where he announced that the
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A group of Marines loading into the back of a C-130 aircraft

The End of U.S. Military Deployments?

Just because the US intervened in Venezuela doesn’t mean that America will be abandoning its global military posture.
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squirrel laying on a log

Venezuela’s End: Peter Goes Squirrel Killin’

Following the capture of Venezuelan President Nicolás Maduro, I’ve had a ton of theories and ideas flood in.
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Two hands shaking in agreement

Venezuela’s End: Was a Deal Struck?

There’s been speculation that a deal could have been struck between the US and a power like Russia
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Map of a bay of Venezuela

Venezuela’s End: Next on the Chopping Block

With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some “extra
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The New Ukraine Proxy War

Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace
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Photo of black oil barells

Venezuela’s End: The Oil Question

Venezuela only has one realistic path forward: Oil. That doesn’t mean it’s a sure thing, though. So, let’s
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Photo of a bombed out Syrian city

Syria Turns Violent…Again

Following the recent attacks on US troops in Syria, the question of the day is: Why does the
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Mexico's flag

Mexico Horses Around with Tariffs

Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a
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processor and computer parts

The Death of the US Tech Sector: Part 2

Continuing our discussion on the US tech sector, let’s break down how demographics and rising capital costs are
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Photo of wires and tech

The Death of the US Tech Sector: Part 1

We’re doing a two-part series on the tech sector. Today, we’ll be looking at the disruption caused by
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Mining operations with trucks

North Carolina’s Silicon Mines: Leverage for the US?

With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in
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Russian soldiers in formation

The Russian Breakdown

Should the war in Ukraine result in a Russian loss, what will the future hold for Russia? Well,
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The pentagon in Washington DC. | Photo by envato elements: https://app.envato.com/photos/982e8cf6-356f-43cd-88b2-6fac5fb7d312

Who Needs National Security Guidance Anyways

The newly released national security document from the White House is more of a culture-war manifesto than a
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Taiwan flag is shown in an open matchbox, which is filled with matches and lies on a large flag | Licensed by Envato Elements

What Would a Conflict in Taiwan Look Like?

Let’s discuss what China’s potential invasion of Taiwan would look like. Should China attack, both Biden and Trump
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Global Depression Is Coming Sooner Than Expected

I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that’s not the
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An Artist Rendering of a Satellite in Space

Kessler Syndrome and the Future of Space

Space debris recently struck China’s Tiangong space station. Given the congested nature of the ~350km altitude band, this
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cutouts of children and families

Demographic Lessons from the Mongols

Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is
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Flag of Myanmar waving in the wind

Myanmar Is More Important Than You Think

For a country that doesn’t get much attention, Myanmar matters much more than most realize. While caught in
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Donald Trump and Xi Jinping at the G20 Summit

How Was Trump’s Trip to Asia?

President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders—including Japan’s
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Busy night in Hanoi, Veitnam

Why I’m Bullish on Southeast Asia

The world as we know it is going away. The large, interconnected systems that span the globe are
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Hands shaking with South Korean and Japan flags over them

South Korean and Japanese Alliance?

We’ve all heard the saying “the enemy of my enemy is my friend,” but I’m not sure if
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kids holding hands

These Six Countries Are Running Out of People

We’ve kicked, flogged, and beaten the snot out of China’s demographic horse, but what other countries are facing
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A Russia and Ukraine button on top of a Ukraine flag

Bonus Video – Russia: Trump Pulls the Trigger

After months of being played by the Russians, it seems US President Donald Trump has had enough. On
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Large white barn in imploding stage with white concrete silo

A Dark Future for American Agriculture

Next up on Trump’s chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs,
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Cargo ship with containers

Say Goodbye to the World’s Trade Routes

It’s always lovely when everything you’ve talked about throughout your career decides to happen all at once. At
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Immigrants standing in line in front of an American flag | Licensed by Envato Elements

Immigration and Tariff Policies Stunt US Economy

The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force
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Photo of an INtel microchip

Nvidia Purchases $5 Billion of Intel Stock

Nvidia announced a $5 billion purchase of Intel stock, but it’s not the game-changer that the headlines are
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A Russian FAB-3000 with a UMPK guidance kit attached, converting the unguided bomb into a glide bomb | Wikimedia: https://en.wikipedia.org/wiki/Glide_bomb#/media/File:FAB-3000_with_UMPK_kit.png

Ukraine (And Everyone Else) Develops Glide Bombs

Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs
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REPOST: Jets, Drones & Refineries: Europe Remembers Geopolitics

Based on our discussion yesterday, we’re looking back at this post from April of last year to see
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Shield of the Federal Bureau of Investigation

While I Was Gone, Part 4: US Security

To wrap up this short series on things that went down while I was away, we’ll be looking
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Person using Forex trading on a laptop and phone

While I Was Gone, Part 3: Economic Status

Today, we’ll be turning our attention towards the economic moves that the Trump admin made while I was
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Photo of trade containers stacked

While I Was Gone, Part 1: Trade Policy Updates

A US federal appeals court has ruled that most of Trump’s tariffs are illegal since the president needs
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Stacks of money coins and a green arrow pointing up. Increasing income and wealth.

Avoiding the Middle-Income Trap

There’s a point in many nations’ timelines where the per capita income stalls. This is known as the
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A Waymo autonomous driving vehicle

George Jetson Would Be Disappointed with Autonomous Vehicles

I hate to be the bearer of bad news, but it doesn’t look like we’re all going to
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Surface of the Druzba oil pipeline from Wikimedia Commons: https://en.wikipedia.org/wiki/Druzhba_pipeline#/media/File:Wp_nefteprovod_druzhba.jpg

Ukraine Strikes Russia’s Druzhba Oil Pipeline

The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics
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Made in India. Cardboard boxes with text made in India and indian flag on the roller conveyor. Licensed by Envato Elements: https://elements.envato.com/made-in-india-cardboard-boxes-with-text-made-in-in-8X3N3JR

American and Indian Relations Sour

The global rise of right-wing populist governments has complicated the relationships between many of the dominant countries and
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A Ukrainian soldier in the trenches

Russian Evolutions in the Ukraine War

We’re beginning to see a notable shift in the Russians war strategy in Ukraine. Those large-scale meat assaults
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A USA-marked shipping container on a truck, illustrating American international trade from Envato Elements: https://elements.envato.com/a-usa-marked-shipping-container-on-a-truck-illustr-HMKHD83

Trump Trade Talks: NAFTA Deals Stall

To nobody’s surprise, trade talks with Mexico and Canada have stalled. Reminder that these are America’s top two
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Businessmen figurines standing and sitting on top of colorful plastic blocks forming a bar chart from Envato Elements: https://elements.envato.com/businessmen-figurines-standing-and-sitting-on-top--2YBGNE8

Trump Wants a Second Opinion on Labor Statistics

Imagine you go to a doctor and run some blood tests. A few days later you get the
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a vacuum sucking up dollar bills

Inflation Ticks Up Under Trump-2

We spoke about monetary policy last week, but let’s lift the hood. Today, we’ll be discussing the inflation
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View above an industrial construction site

Keep an Eye on Industrial Construction Spending

We’ve got another economic metric for y’all to keep an eye on. Today, we’re looking at total construction
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The Future of US Monetary Policy + The Live Q&A Starts Soon!

The Live Q&A starts soon! Become an Analyst member on Patreon now! Join Peter Zeihan’s Patreon For the
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Image of a drone firing missiles

The Revolution in Military Affairs: Wars Without People

Unless we figure out how to make wights from Game of Thrones or find the Dead Men of
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Split Screen of Putin and Trump with a question mark

What Happens After Trump and Putin Split?

On Monday, I talked about the impending breakup between Putin and Trump, and the “plan” that Trump has
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Copper tubing

Copper Imports Slapped with 50% Tariff

I know it feels like we’re all trapped in a Sisyphean nightmare with all the discussions of tariffs,
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Photo of a pumping station at sunset

The Highs and Lows of Burgum’s Energy Strategy

Trump’s Secretary of the Interior, Doug Burgum, has shifted his energy strategy to focus on oil and gas.
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Photo of BRICs summit from earlier years

Stop Worrying About the BRICS Alliance

The BRICS alliance is like a clown at a five-year-old’s birthday party…terrifying when your five, but just kind
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Symbol of Democratic party cut out of paper

Why Do the Democrats Keep Losing Ground?

The future of the Democratic Party in the US isn’t looking too bright. When strategy and targeting don’t
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Photo of Chinese military marching

Xi Purges Chinese Military of Corruption…Kinda

Xi Jinping’s ongoing anti-corruption campaign has just found and purged its eighth CMC member, General Miao. And while
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Photo of rare earth minerals: praseodymium, cerium, lanthanum, neodymium, samarium, and gadolinium. Photo by Wikimedia: https://en.wikipedia.org/wiki/Rare-earth_element#/media/File:Rareearthoxides.jpg

Rebuilding the American Industrial Base, Rare Earths Edition

American reindustrialization was always going to be painful process, but there were several ways to soften that blow;
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Official White House Portrait of Trump for 2025

The Art of Trump’s Trade Deal

Robert Lighthizer, the former US Trade Representative during Trump’s first term, declined to return for a second term?
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Military vehicle shooting artillery

The Revolution in Military Affairs: Ditching Artillery

Next up in our series on the changes in military tech, we’re looking at artillery. Gone are the
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Photo of a US Naval Carrier

The Revolution in Military Affairs: Naval Advances

Trying to predict the long-term future of naval warfare may be futile, but we can examine some of
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The Revolution in Military Affairs: Europe’s Future

Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the
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Aftermath of Israeli strike at the IRIB building. Photo by wikimedia: https://en.wikipedia.org/wiki/Iran%E2%80%93Israel_war#/media/File:Attack_on_IRIB's_Live_News_Broadcasting_Studio_07.jpg

Israel’s Uncertain Endgame in Iran

Israel and Iran are still in the thick of an air war, which is really their only option
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Photo of gas pumps at a station

Oil Markets Aren’t Worried About Iran

With everything going on between Israel and Iran right now, I know what you’re thinking – it’s time
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Photo of the word recession with storm clouds overhead

Watch This Number for Recession Indicators

Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could
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Photo of a solider throwing a drone into the air

The Revolution in Military Affairs: Series Intro

Today, we’re launching into our new series on the future of military affairs. Before we get into what
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Photo of black oil barells

What’s Up with the Middle East: Saudi Oil Slips

Oil has been the secret sauce for the Middle East for ages, but that’s beginning to change. The
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Newspaper photo of President Donald Trump

Coping Mechanisms 101: The “TACO” Trade

I won’t ramble on about Trump’s chaotic trade policy because you’re all aware of that. However, there are
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Photo of tourists in Europe

The Future of Tourism: Part 2

We’re continuing our discussion on the future of tourism with a few new regions. Today we’ll be looking
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Photo of tourists in Brazil

The Future of Tourism: Part 1

If you’ve followed me for a while, you’ll know that I take my travel very seriously. Unfortunately, it
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The Attari–Wagah border ceremony at the border crossing

Did Trump Just Wreck US-India Relations?

With tensions rising in India and Pakistan, it was only a matter of time before Trump had to
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Chinese men and women walking in the street

The Fire Hose of Chaos: How Do You Lose 100 Million People?

Over 100 million people are missing in China!? No, the Chinese aren’t playing the world’s largest game of
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Photo of Xi Jiping

The Fire Hose of Chaos: Xi’s Power Chokehold

Xi Jinping continues to push China closer and closer to that scary edge they’ve been staring at for
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Aging Populations and Which Countries Look the Worst

Note: This video was recorded during Peter’s last hiking trip Many countries are on the brink of crisis.
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Two hands shaking in agreement

The Fire Hose of Chaos: The “Deal” With the Chinese

Trade tensions are taking their toll on an already fragile Chinese system. The US is dealing with self-sufficiency
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Chinese flag over a building

The Fire Hose of Chaos: Chinese Edition Intro

Today, we’re launching into the next phase of our “Fire Hose of Chaos” series, shifting our focus from
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Donald Trump and Xi Jinping at the G20 Summit

The Question of Leadership…And Management

Everyone gets mad at me for critiquing the leader that they like, but listen…I’m out here roasting everybody.
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Image of the iconic Nike swoosh logo

The Fire Hose of Chaos: American Brands

Many of America’s most beloved brands rely on Chinese manufacturing, but what happens when that goes away? The
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A tractor working in crops

The Fire Hose of Chaos: Agriculture

US agriculture is heading towards a major crisis, and yes, Trump’s trade policies are to blame for this
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Seal of the federal reserve on a $100 bill

The Fire Hose of Chaos: The Fed

Jerome Powell has been on the receiving end of Trump’s threats and the markets have reacted negatively to
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A candle in darkness

The Night the Lights Went Out in Geor- er, Spain

On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who
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Photo of $100 bill being cut

The Fire Hose of Chaos: Recession Time

What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump’s idea
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Construction of a home

The Fire Hose of Chaos: Housing Problems

Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the
Read More
Money being burned

The Fire Hose of Chaos: Finance

The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring
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Photo of port of savannah, GA

The Fire Hose of Chaos: Port Fees

Today we’re discussing the Trump administration’s 96th tariff policy which imposes port fees on Chinese ships. Chinese ships
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Flag of New Zealand waving in the wind

Will New Zealand Dive or Thrive?

In the past, we’ve chatted through the domestic issues facing New Zealand, so let’s discuss the economic future
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Photo of a plant growing in a lightbulb

The Fire Hose of Chaos: The Green Transition Is Over

The green transition in the US has made great progress in recent years, but the wheels are falling
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Photo of a bronze trump doll on stacks of $100 bills

The Fire Hose of Chaos: Corruption

The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I’m
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Photo of easter eggs in a basket

Why There’s No Fentanyl in Easter Eggs This Year

US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one
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Cargo ship with containers

The Fire Hose of Chaos: Bye-Bye De Minimis

The US is plugging a loophole in the trade system called “de minimis” which allowed imported goods under
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Photo of a bronze trump looking at a globe

The Fire Hose of Chaos: Don’t Expect Many Trade Deals

The Trump administration can put out as much trade deal fluff as they want, but the reality is
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Photo of man holding empty wallet

The Fire Hose of Chaos: Wait, The Recession Is Already Here?

What could have happened much, much further down the road (or even avoided given the right circumstances) is
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Photo of a Marine on top of a HESCO barrier

Should the US Stay in the Middle East?

Here’s a video I recorded while I was in New Zealand at the end of 2024. In this
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Photo of a chess board

Is Trump Playing 4D Chess?

If you’re like me, you’ve probably sat at your computer for hours on end, reading tons of articles,
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Photo of man working in a manufacturing shop

Of Tariffs, Manufacturing and PSAs

The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to
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Photo of flag of Vietnam with tourists on top of a mountain

Tariff spotlight: Vietnam

One of the countries who got caught up in the ‘Liberation Day’ crossfire was Vietnam. Through an arbitrary
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Photo of Spanish flag over a building

¡Ostia! Spain’s Economy Is Booming

The Spaniards have been on an economic hot streak as of late. So, what have they been doing
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Flag of India

India Complicates the US Fentanyl Crisis

The 2025 US threat assessment has revealed that India is now a significant source of precursor chemicals used
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Photo of US President Donald Trump

Trump’s Tariffs: Reciprocal Edition + Live Q&A

We’re only one day away from the next Live Q&A! Our next Live Q&A on Patreon is here!
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Why I’m Okay with Some of the Secondary Tariffs + You Mess with the Don, You Get the Tariffs

Why I’m Okay with Some of the Secondary Tariffs On March 25, President Trump announced a new 25%
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Photo of an Audi dealership

Half A Million Immigrants Get the Boot + Auto Tariffs and the Art of Routine Vehicle Maintenance

Half A Million Immigrants Get the Boot The Trump administration has decided to rescind legal status for over
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American reindustrialization image

The American Reindustrialization – A (Stalled) Progress Report

I recorded this video before Trump took office for his second term. At the time, this video outlined
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AI generated image of supply containers with the flags of the US, Mexico, and Canada on them

Getting Ready for Trump’s Tariffs

If you look back at my videos covering a potential future recession, you’ll notice that I really wasn’t
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Flags of USA and Russia merging

The Russian Reach: Russia’s Wish List Part 1

The Russians have already achieved a major intelligence breakthrough by influencing American leadership, but what if they started
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A group of people on a hill hoisting up a Chinese flag

The Chinese Attempt the Impossible

The long-term outlook for China is bleak. I’ve discussed it plenty. However, the Chinese are getting a little
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Photo of Rwanda, Africa and goats on the horizon

Making Sense of Africa: Congo and Rwanda

Let’s take a breather from the Russian Reach series and talk about something going on in Africa. Specifically,
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AI generated image of russia and world

The Russian Reach: Playing Catch Up Part 2

This is part 2 of my attempt at catching up to current events in our Russian Reach series.
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AI generated image of russia and world

The Russian Reach: Playing Catch Up Part 1

We’re only four days into this series and somehow it seems as though we’re weeks behind current events.
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Photo of a surveillance camera

The Russian Reach: Geography and Intelligence

Putin, like the Soviets before him, is clouded by fear of invasion due to Russia’s vulnerable geography. Understanding
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Photo of the skyline of Auckland, New Zealand

Economic Troubles for New Zealand

New Zealand has been having some issues, with a 1% economic contraction and roughly 80,000 people leaving the
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A construction workers cuts lumber in a mask

Educating the Workers of Tomorrow

If I was tasked with raising and educating the next generation of workers (aka what middle school teachers
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Photo of US and Canada Flag

Will the US and Canada Actually Merge?

Listen, I didn’t want to make this video, but too many people asked for it…so here we go.
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A close up photo of colbat rocks

Are Rare Earths Really That Rare?

Rare earths are back in the headlines, but is all the hype worth it? Let’s breakdown what these
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Newspaper photo of President Donald Trump

What Trump Should Take on Instead…

The last few videos have covered all the things that Trump is focusing on (and doing wrong), and
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Photo of the US-Mexico border

Trump Takes on Illegal Immigration

Trump’s immigration policies have caused quite the stir, specifically his hardline stance on illegal migration. So, how will
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Photo of man standing in front of trade shipping containers

Trump Takes on Trade

There’s plenty of tools at the disposal of the US President and tariffs are one of them. When
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Trump Takes on the Middle East

Israeli successes across the Levant have transformed the broader Middle East, wrecking the countries and militant groups that
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Photo of Vladamir Putin

Trump Takes on Russia…or Maybe It’s the Other Way Around

US President Donald J Trump, both directly and via his senior staff, has outlined his administration’s policies for
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An elder woman plays basketball with a child

Generational Divides of Other Countries

I’ve talked extensively about the generational divides in the US, but what about other countries? Let’s look at
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An AI generated image of connex boxes with American and Chinese flags on them

Can Tariffs Replace Income Taxes?

Imagine never paying income tax again. Sounds damn nice to me too. That’s until reality kicks in and
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Photo of Russian dolls moving down in smaller size

The Russian Depopulation

Today we’ll be discussing Russian birth and death rates since we’ve got some new Russian demographic data to
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Photo of babies

The Real Secret to Saving Birthrates

Today’s conversation might piss off a few prophylactic companies (no, I’m not suggesting we buy thumb tacks and
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Photo of coal

Coal Remains Essential for US Electricity

Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy. The
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stockmarket candlesticks in the background

Global Economic Growth Patterns (Or Should I Say Decline)

We’re looking at some global economic growth patterns today. Unfortunately, we’re entering an era with a lot of
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Imagine of a drone firing missiles

Dealing With Chinese Drones

Drones are all the rage right now and China is jumping on the bandwagon. With Chinese plans to
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Photo of multiple wind turbines

Wind Energy Deserves Some Love

I’ve bad mouthed solar power enough times for people to know where I stand, but why am I
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The End of Bipartisan Foreign Policy

After four consecutive presidents adopting a neo-isolationist mentality, the era of bipartisan globalization is coming to an end.
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The Failure of Chinese Real Estate

Most of us think of real estate as a solid investment, and a good chunk of the Chinese
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Photo of a tree withered in dry land

The Geopolitics of Climate Change

With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation,
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Photo of man in gloves opening cocaine package

Trump, Cartels, Terrorism and…Increasing Migration

Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon
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Photo of man holding empty wallet

The Next Recession Isn’t Here Quite Yet

A potential US recession or depression is always in the back of our minds, but how close are
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Photo of St Basil Cathedral in Red Square, Russia

Russia Is Failing Not Failed

Although Russia’s military performance in the Ukraine War has been underwhelming, that doesn’t mean we can write off
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Trump 2.0 – Reindustrialization

Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what
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Flag of Iran

Trump 2.0 – Iran

Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite
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Flag of NATO

Trump 2.0 – NATO

Next on our list of things Trump 2.0 will have to deal with is NATO. Trump’s second term
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Photo of the US capitol

My Dream Alliance for the US – Part 2

Today, we’re looking at the countries that didn’t quite make the first team, but still have something to
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Photo of the Chinese yen

Bring on the Chinese Investments in LATAM

A lot of you have been worried about all of China’s investments in Latin America. I get that it
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A New American Imperialism?

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while
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Image of the open AI logo with a wireframe brain above it

Artificial Intelligence Isn’t Ready for Mass Application

Today’s AI technology, while promising, isn’t quite ready for widespread application. I’m not talking so much about AI’s
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Photo of a ship in a port in Helsinki, Finland

One Ship Inspection Could Unravel Global Maritime Shipping

The Nordic nations are teasing a new initiative of inspecting ships leaving Russia’s St. Petersburg port for insurance
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Image of a drone firing missiles

The Chinese Cut Off Drone Exports

The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye
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Image of a city in Singapore

The Future of Singapore

From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the
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Photo of Israeli Troops overlooking an area

Israel’s Strategy for Iranian Nukes

With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?
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Flag of Iran

The Syrian Consequence: Iran Goes “Defensive”

Syria was critical for Iran’s influence in the Arab world. For 40 years the Iranians could project power
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Photo of the Volkswagen logo

The German Failure & Volkswagen

The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping
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Photo from the protests in Seoul, South Korea during martial law

Korean Martial Law Starts (and Ends)

South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to
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DEA photo of fentanyl on a pencil tip

Why I’m Worried About Fentanyl in the US

When asked to list the things I worry about for the US, most of the typical geopolitical issues
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Photo of a bicycle in front of the Canadian flag

Trump Tariffs Part 2 – Canada and Mexico

Unlike Trump’s proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage
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Photo of the cityscape of Chihuahua, Mexico

¡Viva Chihuahua!

I’m overlooking the city of Chihuahua, Mexico as I record today’s video. This city is just one of
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A photo of mexico city at night

Things I (Don’t) Worry About – Chinese Investment in Mexico

If you’re getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the
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Photo of newspapers stacked

A Glimpse Into Our Daily News Digest

Here is an example of what our Daily News Digest looks like and an accompanying video to explain
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Photo of a US aircraft carrier on the water

The Future of Naval Tech & War on the Seas

The nature of naval warfare is evolving – with advancing drone tech leading the charge – but not
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Photo of BRICs summit from earlier years

Which BRIC’s Member Will Survive?

The future for most of the BRIC countries is not – as Rihanna so eloquently put it –
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My Favorite US President of All Time Is…

Many of you have asked who my favorite US President is, so I figured I would do a
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Photo of an immigrant in a strawberry field

Undocumented Immigrants’ Impact on US Labor and Economy

As of late, the topic of illegal immigration is getting as much airtime as Brittney Spears did in
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A 2020 electoral college map

America After the Election: Foreign Policy & Does Turkey Have the Power to Control Israel’s Future?

America After the Election: Foreign Policy Listen, I debated even entertaining an election video for today, but since
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An Israeli F-35I "Adir", the model of aircraft reported to have taken part in the strikes.

Israel Attacks Iran, Again – Part 1 & 2

Part 1 Recently, Iran attacked Israel, again. And so last night Israel attacked Iran, again. Believe it or
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Photo of a tree withered in dry land

Climate Change Will Be Different for Everyone

Let’s talk climate change. With conservative estimates, we’re looking at a few degrees of warming by the end
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The Russian Embassy in Warsaw, Poland

Russians, Russians Everywhere

Russian “diplomats” are being expelled from Poland due to sabotage attempts. Sabotage has long been a trick up
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Photo of a destroyed building in the middle east

The (Next) Gulf War Is Coming

If you’ve read my book The Absent Superpower, then today’s video shouldn’t come as a surprise to you (yes,
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President Joe Biden standing in front of an American flag

Patreon Live Q&A + President Biden Is Making a Trip to Angola

The Live Q&A Is Next Week… Still haven’t joined the Patreon? Well, if you don’t want to miss
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A man holding a Chinese Yuan in the middle of Tinannamen Square

The Downward Spiral of the Chinese Economy

You’re receiving this video a week after its initial posting on Patreon. If you’d like to get access
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MedShare Donation + Russian Sanctions Are Making Global Finance Spicy

You’re about to watch a free video on a new round of sanctions hitting Russia, but before you
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Photo of house made our of $100 bills

Announcing Peter Zeihan’s Patreon Page + Will the National Debt Kill the US Economy?

Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other.
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A photo of Saudi Arabian traffic against a desert skyline

The Future of Saudi Arabia

The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon
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What Does the Future Hold for Taiwan and Semiconductors?

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a
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Image depicting global grain and coffee sacks for export

Deglobalization’s Impact on Global Food Exports

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable,
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A photo of a wheat in the winter

Will Climate Change Be the Death of Wheat?

Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let’s discuss
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A New Player in Global Oil Markets: Guyana

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country
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A photo of an oil tanker set against a red orange sunset

The Houthis Are Still Attacking Ships in the Red Sea

The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges,
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Should Cuba Integrate with North America?

*This video was recorded during my backpacking trip through Yosemite in the end of July. Sure, the Cubans
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Could Jet Ski Bombs Change the Way Navies Operate?

*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy
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Myanmar’s Bleak Future: Civil War and Ethnic Strife

Myanmar doesn’t often catch my attention, but with the ongoing civil war, I figured it was time to
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A Ukrainian soldier advances with an AK 47

Did the Russians Really Not See This Ukrainian Advance Coming?

Peter’s currently hiking beyond the reach of standard comms, so no video, but he’s still keeping abreast of
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US Border Crossings: Is Mexico the Solution?

It’s time that we discuss the situation at the US – Mexico border. What’s going on and how
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Can AI Replace Those Retiring Boomers?

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. As the baby boomers
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Photo show three nuclear power plant reactors

Is Chinese Nuclear Tech Better Than the US?

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. I’ve been asked to
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Is the US Looking for a War?

*This video was recorded in May of 2024 The potential of dragging the US into a major conflict
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Major Protests Break Out in Bangladesh

*This video was recorded last week, prior to Peter departing on his backpacking trip. There have been significant
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Of Course Biden Drops Out While I’m Deep in the Mountains…

The news of President Biden dropping out of the 2024 Presidential race managed to reach me in the
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America’s Changing Republican Party

The Republican Party is undergoing some evolutions at the moment, moving away from many of its traditional stances.
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Picture of a Tomahawk cruise missile mid-flight

America’s Cold War Missiles Return to Germany, Thanks to Russia

Well, it looks like the Germans are going to be celebrating Christmas in July. That’s due to the
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Butler County Fairgrounds where the Assassination Attempt of Donald Trump occurred

Assassination Attempt and A Changing World

On Saturday, July 13, there was an attempted assassination of Donald Trump. I’m not here to give you
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Photo of dollars behind American flag

The Federal Reserve and Its Inflation Target

For all the hungover Americans out there, I heard the best cure after a long day of drinking
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Why We Can’t Quit Russian Oil: The 10% That Holds the West Hostage

Despite most countries in the West wanting to rid themselves of any involvement with the Russians, the oil
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The Future of Manufacturing: Where and Why?

China has been the global manufacturing hub for decades, but what happens if that goes away? If and
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The Europeans Are Having Some Gas Problems

Europe has been taking a beating lately, from economic issues to demographic problems, but there’s a new one
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Backfire: Putin’s North Korean Joyride

If there’s anything Putin’s good at, its pressing the West’s buttons…and his latest trip to North Korea is
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Photo of Vladamir Putin

Mr. Putin Goes to Hanoi

With Russian President Vladimir Putin heading to Vietnam, some American security experts are getting concerned about the future
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Why Did Russia Choose Invasion Over Nukes? || Ask Peter

For years I’ve warned that a war between Russia and Ukraine was inevitable, but why didn’t Putin just
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The Impending Collapse of Venezuela

After years of mismanagement and corruption, Venezuela may have finally reached its tipping point. A country that once
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What Is the Future of Chinese Expansion and Energy? || Ask Peter

WEBINAR – Peter Zeihan’s Risk List: What Keeps a Geopolitical Strategist Up at Night Please join Peter Zeihan
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An Accident, Not Assassination, Takes Down the Iranian President

WEBINAR – Peter Zeihan’s Risk List: What Keeps a Geopolitical Strategist Up at Night Please join Peter Zeihan
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Does Iran Actually Have a Nuclear Weapon?

WEBINAR – Peter Zeihan’s Risk List: What Keeps a Geopolitical Strategist Up at Night Please join Peter Zeihan
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An AI generated image of connex boxes with American and Chinese flags on them

The US Places Huge Tariffs on Chinese Imports

Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and
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Much Higher Interest Rates for Much, Much Longer

THIS IS YOUR LAST CHANCE TO REGISTER FOR TODAY’S WEBINAR ON THE STATE OF GLOBAL ENERGY! TODAY at
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US Birth Rates Plummet To 40-Year Low

The Webinar – The State of Global Energy – is TOMORROW! Peter will deliver his analysis and forecasts
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Why Japan Needs a US Alliance

The Webinar – The State of Global Energy – is this Friday! Peter will deliver his analysis and
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America’s Nuclear Supply Chain

The Webinar – The State of Global Energy – is this Friday! Peter will deliver his analysis and
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The State of Global Energy Webinar & The New Chinese Carriers

The Webinar – The State of Global Energy – is only 5 days away! Peter will deliver his
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Japan’s Navy Gets Teeth

The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers
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Ask Peter: Will the Russians Create a Great Northern Sea Route?

As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping
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Things I (Do and Don’t) Worry About: Global Internet

This is probably the scariest video I’ve posted for any of my Gen Z audience…that’s right, we’re talking
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Jets, Drones & Refineries: Europe Remembers Geopolitics

It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so
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Secretary Yellen Dumps Cold Water on Chinese Dumping

US Treasury Secretary Janet Yellen is fresh from a trip to China, and she is fired up. Well,
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Can High Birth Rates Solve Demographic Problems for Young Countries?

I often talk about the importance of demographics for countries, but do high birth rates always equate to
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Photo of German flag in front of their parliment

Things I (Do) Worry About: A Post-Germany Europe

Germany has had a streak hotter than the ’96 Chicago Bulls. The German economic model has contributed to
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Apparently A Cessna and Elbow Grease Is All Ukraine Needs

The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We’ve already seen
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Things I (Do) Worry About: Higher Education in the US

If mommy and daddy told you to go college and then you’d be set for life…you’re not alone.
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Image of a drone firing missiles

The New Face of Military Technology

The new face of military technology is here…and no its not some Master Chief type suit running around
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Japan: Zero No More

The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero
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Things I (Do) Worry About: Deflation

In Person Speaking Event Thanks to The Economic Roundtable, First Settlement Orthopaedics, and Marietta College, I’ll be speaking
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kids holding hands

How Shrinking Populations Determine Economic Growth

It should come as no surprise that the Russians love meddling around, so let’s see what they’ve been
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Photo of St Basil cathedral in Red Square, Russia

Russian Tech Transfers and Propaganda in the US

It should come as no surprise that the Russians love meddling around, so let’s see what they’ve been
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Question Time with Peter Zeihan: Episode 4

This is the fourth episode of our new series ‘Question Time with Peter Zeihan!’ Every week or so
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Things I (Don’t) Worry About: Collapse of the Semiconductor Industry

One of the most asked questions I receive is “what keeps you up at night?” So, I figured
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Question Time with Peter Zeihan: Episode 3

This is the third episode of our new series ‘Question Time with Peter Zeihan!’ Every week or so
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Photo of the word recession with storm clouds overhead

Recession for (Almost) Everyone!

I was scanning the financial news this morning and realized Germany was in recession. In my morning brief
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Should We Worry About Chinese Land Purchases in the US?

I’ve had a lot of you write in concerned about Chinese land purchases in the United States. There’s
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No. 140—Wheat

Back to Know Your World Wheat is the little weed that could! Some recent studies point to the
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The Geopolitics of Winter: Snow’s Impact on Agriculture

Some of you out there might grovel when the first snowflakes of the season fall, but I’d be
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East Asia, After America

FOR MORE ON THE FUTURE OF EAST ASIA, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE Today, we’re looking
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Cargo ship with containers

The Collapse of Global Maritime Shipping

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has
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The Chinese Housing Crisis: Evergrande’s Bankruptcy

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive.
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Iran drone attack kills three soldiers

The US and Iran: Deciding What to Bomb

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria
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US Congress Dysfunction: Blocking Aid to Ukraine

We are taking a question from the ‘Ask Peter’ forum today – am I worried about Ukraine’s dwindling
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A cargo ship in the water

India’s Counter-Piracy Operation: A Geopolitical Wormhole

Today we’re talking about the Indians and pirates – sorry sports fans, not those ones. India launched a
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US Natural Gas and Global Energy Supplies

Today, we’re looking at the US natural gas market based on energy data from 2023. The US natural
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How To Do Greentech Well: The SunZia Wind Farm

The largest Greentech power generation system in the hemisphere is under construction in New Mexico. SunZia has raised
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Sub-Saharan Africa, After America

FOR MORE ON THE FUTURE OF SUB-SAHARAN AFRICA, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower:
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How Extensive is the Corruption in the Chinese Military?

The Accidental Superpower: Ten Years On With a new “10 years later” epilogue for every chapter, comes an
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Photo of Chinese military marching

Chairman Xi Jinping Guts the Chinese Military

The Accidental Superpower: Ten Years On With a new “10 years later” epilogue for every chapter, comes an
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The Ukraine War & the Battle of Avdiivka

The Accidental Superpower: Ten Years On With a new “10 years later” epilogue for every chapter, comes an
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Bombing in Iran at Soleimani’s Death Anniversary

FOR MORE ON THE FUTURE OF Australia, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower: Ten
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India, After America

FOR MORE ON THE FUTURE OF India, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower: Ten
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Flag of Turkey overlooking the city of Istanbul

Turkey, After America

FOR MORE ON THE FUTURE OF Turkey, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower: Ten
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Shipping and the Red Sea

The Accidental Superpower: Ten Years On With a new “10 years later” epilogue for every chapter, comes an
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The Middle East, After America

FOR MORE ON THE POST-AMERICAN WORLD, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower: Ten Years
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Getting Ready for a Post-American World

FOR MORE ON THE POST-AMERICAN WORLD, SEE DISUNITED NATIONS PURCHASE DISUNITED NATIONS HERE The Accidental Superpower: Ten Years
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Generating Geothermal Energy Using Shale Technology

The Google-backed company, Fervo Energy, has launched two geothermal projects that use preexisting shale technology and infrastructure to
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Economic Warfare in Siberia

There’s been a series of explosions along one of the main lines of the Trans-Siberian rail network. To
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The Problem with the COP28 Climate Change Conference

COP28, the United Nations Climate Change Conference, is underway in Dubai. As with many of these foo-foo summits,
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Argentina Elects A New President: Javier Milei

The big news out of South America is that Argentina has elected a new “libertarian” president, Javier Milei.
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My Latest Interview on the NAIOP Podcast: Inside CRE

For those looking for some longer format content, here’s a recent interview from the NAIOP Podcast: Inside CRE.
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Photo of port of savannah, GA

Why the Port of Savannah Is Poised for Success

Savannah is awesome! Not only is it home to my favorite bar and one of my favorite food
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Lithium: The False Profit of Electrification

Note: This video was recorded over the summer during one of Peter’s hikes. Lithium has played an important
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Biden and Xi Meet at the APEC Summit

President Biden and Chairman Xi Jinping will have a private meeting at the APEC Summit in San Francisco.
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The Collapse of Russia’s Navy: The Four Seas Problem

Naval challenges are nothing new for the former Soviets, but the Ukraine War has introduced some added stressors
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The Future of Ohio: Manufacturing Growth and Political Shifts

If you’ve ever spoken to an Ohio State fan, you know that they’ll tell you how amazing they
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Russia Backs Away From Nuclear Test Ban Treaty

If you were hoping to start your week off with some cheery news – it might be best
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Why EVs Aren’t The GreenTech Panacea

When the major auto manufacturers start changing their EV plans, it’s probably a sign something’s not quite right.
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Venezuelan Oil Sector: Biden Lifts Sanctions

The Biden administration has suspended some sanctions on the Venezuelan oil industry thanks to Maduro’s (ever-so) slight easing
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The Third Shale Revolution: Reshoring Manufacturing

The third piece of the shale revolution is all about timing. As the world shifts from globalized supply
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Gaza and Israel: The Start of WWIII or an Isolated Conflict?

We’ve all been following the events unfolding in Israel and Gaza, and questions of this triggering a larger
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India Assassinated a Sikh Emigrant on Canadian Soil

While giving a parliamentary testimony, Canada’s Prime Minister, Justin Trudeau, accused the Indian Government of assassinating a Sikh
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A photo of mexico city at night

Why The US Needs Mexico: Replacing Chinese Manufacturing

If you’re an American considering picking up a new language and have narrowed it down to Chinese or
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About The Accidental Superpower

the Accidental Superpower autographed version About the book The freshman book of New York Times Bestselling Author of The
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The End of Germany as a Modern Economy

I’m sitting along a cliff band around 12,000 ft in the high alpine, and I’m hoping the scenery
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Russian Oil Thrives Despite European Sanctions

While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired.
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European Sanctions Cause Russian Natural Gas Collapse

Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver.
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African Coups: Will the French Get Involved?

There’s been a surge in coups throughout African countries, and there’s a common thread connecting them – most
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The Chinese Collapse: A Housing Overbuild

Trying to predict what the Chinese system will look like as it collapses would be a fool’s errand,
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Books

Peter’s books Click a book to view purchase options or to learn more About Acceptable range Coming 2027
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North Korea to Provide Russia with Military Aid

Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east
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Why Huawei’s 7nm Chip Isn’t a Big Chinese Breakthrough

The Chinese telecom firm Huawei (the same firm that was caught modifying equipment on behalf of the Chinese
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Processing: The Greatest Threat to US Economic Security

As we continue down the path of deglobalization, the US has checked most of the boxes needed to
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The Greatest Threat to American National Security

If I told you that high-ranking military personnel were losing security clearances and access to critical information, you’d
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Saudi Arabia and Israel Want a US Security Deal

Mohammed bin Salman, the Crown Prince of Saudi Arabia, has seen the ongoing engagement and security guarantee that
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Why I’m Not Worried About the Banks (Yet)

The Ukraine War has negatively impacted almost every area of life, but perhaps there’s a silver lining beneath
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Chinese Leadership Concerns: Xi Ditches the G20 Summit

The announcement that Xi Jinping won’t be attending the upcoming G20 Summit is the equivalent of friends coming
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The Problem with Central Bank Digital Currencies

With all the buzz around central banks starting digital currencies and one of these entities controlling all transactions,
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Why Is a US – Cuba Deal Inevitable?

Most people would scoff at the idea that Cuba could end the US as a major power, but
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The Marines Made Some New Toys: Tomahawks on Trucks

Suppose we were taking bets on what’s going to do in China. We’d probably hear about the usual
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Photo of BRICs summit from earlier years

The BRICS Summit: Significant or Hoopla?

Have you ever seen a couple of 3-year-olds sitting on the playground talking gibberish and acting like they’re
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What Makes Vietnam a Valuable US Ally?

Biden recently announced that he’d be making a trip to Vietnam, which will likely occur in September when
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Making Life Hard for Chinese Tech

The Biden administration has issued its first wave of investment bans on the Chinese tech space – things
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The Chinese Slide Into Deflation

The current Chinese system has been staring down the barrel of a number of serious challenges for quite
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Russia’s Largest Port Comes Under Fire

The Ukrainians and Russians had a hectic weekend, so let’s get caught up. On Friday, the Ukrainians used
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US and Saudi Arabia Relations: Part 2

Yesterday we covered the key players in the US and Saudi relations. Today we’ll look at the strategic
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US and Saudi Arabia Relations: Part 1

We’re talking US – Saudi relations. This will be a two-parter, but today we’re focusing on the key
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Let’s Talk California

California has been one of the most successful states in the US, primarily because of things outside its
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A military scout on overwatch

Ask Peter: Has the US Overcommitted Itself to the Ukraine War?

More than a few countries out there couldn’t walk and chew gum at the same time…but the US
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The Greatest Reindustrialization Process in US History

Today’s windy video comes to you from just below the Continental Divide. You know those little ‘Made in
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Real Estate: The Three-Headed Dragon Plaguing NYC

New York is a service-based economy, and anytime you have a system like that, cost of living becomes
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New Chinese Demographic Data = Population Collapse

Today we’re breaking down the new demographic data from the Chinese space. This will allow us to make
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Photo of Ukrainian soldier in front of flag

And Now We Return to Our Regularly Scheduled Program

Despite all the hullabaloo about the not-coup in Russia over the weekend, this assessment that we had initially
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Mr. Modi Goes to Washington

Prime Minister Modi is stateside and prepping for his address to Congress and state dinner. While a summit
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A Chinese Listening Post in Cuba: What It Means for the US

The news of a “new” Chinese listening post in Cuba sparks the question: why is Cuba so important
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Mr. Blinken goes to Beijing

Secretary of State Antony Blinken is heading to China to attempt to reset relations. He’s getting flack from
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Ask Peter: Will Putin “Disappear” and Updates on Russian Demographics?

This is the first of the “Ask Peter” series, so I figured we’d kick it off with a
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Australia Strikes a Greentech Deal with the US

There’s one massive hole we’ll need to fill if the green movement will ever work in the US…mineral
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Is Saudi Arabia Ditching the US Dollar?

The Saudis have relied upon the US for military protections for years, but as the US reduces its
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The Truth About De-dollarization and What You Need to Know

The topic of de-dollarization is like the weird cousin no one wants to talk to at parties. They
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Chile Plans to Nationalize Its Lithium Industry

With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn’t just
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stockmarket candlesticks in the background

Economic Growth Is Collapsing Around the World

When the International Monetary Fund (IMF) releases its least optimistic report in the last 50 years, alarm bells
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Russia (Almost) Gets Military Supplies From Egypt

Most countries put up their “no solicitors” signs when they see the Russians coming around to buy military
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Demographics Part 10: Problems in The Middle East

Coming to you from Milford Sound in New Zealand. The demographic situation in the Middle East can be
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Sooner or Later: Oklahoma’s Time to Shine

That pan-shaped state above Texas offers much more than just tornados and sports. The Sooner State has done
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Will AI Steal My Job?

The world of international trade is constantly evolving, and it’s important to keep up with the latest trends
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The Water Crisis in the American Southwest

The American Southwest is primed to be one of the largest beneficiaries of the changes caused by deglobalization
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They’re Watching You: The TikTok Ban

The CCP is always watching…and no, I’m not talking about spy balloons today. Under the law in China,
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Demographics Part 9: The Advanced Developing World

The advanced developing world is about to have its moment. We’re talking about India, Turkey, Indonesia, Vietnam, and
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Japan Prepares for a Changing World

As Japan prepares for the G7 Summit, the topic on everyone’s mind is the Ukraine War. By providing
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The Russian & Chinese “Partnership”

Russia has long operated under the guise of “strategic partnerships” to keep its enemies within striking distance. Putin
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Russia Targets the Ukraine Grain Deal

The changing situation with the Ukraine Grain Deal has given me plenty to ponder while tromping through Fjordland
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The Jordan Harbinger Show

I recently had the opportunity to sit down with Jordan Harbinger on “The Jordan Harbinger Show” (for the
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Agricultural Disruptions in Argentina and Ukraine

Despite some food scares coming out of the former Soviet space, Mother Nature helped 2022 crop production look
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Famine: The Ultimate Country Killer

If you’ve read my latest book, The End of the World Is Just the Beginning, you know what
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Danger Close with Jack Carr

Last week I had the opportunity to sit down (virtually) with Jack Carr on his show Danger Close.
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Trusting the Numbers in a Deglobalized World

To my fellow nerds reading along…this is your trigger warning…today we’re talking about BAD DATA. Sorry for the
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COVID: What Really Happened in Wuhan?

In early 2020, reports of a virus sweeping across the globe hit the headlines. But where did it
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Demographics Part 7: The Northeast Asian Crash

Today we’re talking about another region of the world competing for the title of “worst demographics” – and
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a vacuum sucking up dollar bills

Inflation: The Gift that Keeps on…Taking

Over the past few years, every aspect of life has been trapped in a constant state of flux…thanks
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US Policy: Russia Gets Blacklisted 

Senator Lindsey Graham captured the essence of what today’s video is all about – “If you jump on
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It’s a Bird, It’s a Plane, It’s a Chinese Spy Balloon…

Unfortunately for the Chinese, their balloon didn’t make it in time for the Macy’s Thanksgiving Day Parade…however, it’s
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Geopolitical Impact of Natural Disasters: Ice Storm Edition

Meet Michael Nayebi. He has been an integral part of the sausage-making process at Zeihan On Geopolitics for
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The Solar Power Problem(s)

For solar power to make sense, there’s one non-negotiable component…and yes, it’s that bright, shiny thing in the
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Material Processing: The Redheaded Stepchild

Today we’re talking about the overlooked redheaded stepchild between mining raw materials and incorporating those into a product…processing.
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Deglobalization: There’s No Stopping It Now

The globalized world has seemingly been great for everyone…security, access to foreign markets, the list goes on…so why
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Life After Trump

Disclaimer: The following newsletters were originally published in early 2021. As the newsletter continues to grow, I will occasionally re-share
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How Not To Handle COVID: Chinese Edition

With any infectious disease, there are two main factors to consider: the average number of people an infected
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Keeping Nukes on the Table

Picture one of those old westerns where the outlaw and sheriff are about to have a standoff outside
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Demographics Part 5: The Chinese Collapse

The latest batch of Chinese demographic data has set off ALL the alarm bells, and for good reason.
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Sweden’s (Not So) Rare Earth Metals

A state-owned mining company in Sweden has just stumbled upon a million metric tons of rare earth metals…but
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World Leaders of the Present and Recent Past

A note: The following newsletters were originally published in Oct. and Nov. of 2022. As the newsletter continues to grow,
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Changing Tides in the Chinese System

Prefer to read the transcript of the video? Click here If we were to take the age-old saying
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The Cutting Room Files

Disclaimer: The following newsletters were originally published in late 2019. As the newsletter continues to grow, I will occasionally re-share
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I Think They Get It Now

Disclaimer: The following newsletters were originally published in mid-2018. As the newsletter continues to grow, I will occasionally re-share some
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Japan’s New Toy: The Tomahawk Missile

Japan is no slouch when it comes to national defense, just look at their navy. However, their defensive
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A Peek Behind the Curtain: Life Expectancy

Any time I attempt to plot out any data set of global scale, the result is going to
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Trade and Reshoring in the USA

Despite what you might be hearing, the United States is in the midst of its greatest period of
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Xi Jinping And The Challenge of Chinese Leadership

No matter the official line that comes out of the Chinese Communist Party Congress, Xi Jinping is China’s
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Where In The World: Fernandez Lake and Cotton

Every agricultural, industrial and energy commodity has its own story as regards its geography of production, supply chains
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Nancy Pelosi Goes to Taiwan

The Speaker of the US House of Representatives, Nancy Pelosi, has arrived in Taiwan. As such, she is
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A Conversation with Sam Harris and Ian Bremmer

I recently had the pleasure of joining Eurasia Group founder Ian Bremmer on Sam Harris’ podcast, Making Sense. We
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Inflation? We Ain’t Seen Nothin’ Yet

Inflation in the United States has reached a four-decade high, according to data released by the U.S. Labor
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In Japan, An Assassination Amid an Inflection Point

Japanese society is reeling from the news that former Prime Minister Abe Shinzo had been assassinated. Political violence
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Beijing Doubles Down on Zero COVID…and Lockdowns

Beijing announced yesterday that it was extending its Zero COVID policy until 2027. This is a direct result
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Some Economic Questions…and Some News!

The nature of the economic system so many governments are attempting to grapple with right now is unprecedented
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When Insurance Gets Exciting: Global Shipping and Russian Oil

If you find scenarios like the one I discuss in the video below interesting, I discuss how changes
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Birthrates and the End of the World

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for
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Pipeline Politics, Maritime Insurance, and Russia’s War in Ukraine

I’m re-sharing a couple of videos from early May to highlight a couple key trends coming to a
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Tianjin, COVID, and Losing Chinese Labor

Several signs point to THE possibility of Chinese officials instituting at least a partial lockdown of the northern
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Credit, and the End of the World

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for
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Maritime Insurance, Russia, and the Ukraine War

Europe is moving rapidly toward enacting an embargo against Russian crude oil. One of the main enforcement mechanisms
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Greentech and the End of the World

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for
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The End of the World: Colombia

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for
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A Recording Studio Update…

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for
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In Shanghai, COVID Rattles the Chinese System

Shanghai – China’s largest city and financial center – has been under a severe lockdown since April 1st
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Odessa, and The Ukraine War

There has been much talk about how there are plenty of buyers for Russian oil – especially heavily
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ExxonMobil neon sign at a gas station

Russian Oil’s Vanishing Act

We are awash in news reports that the Europeans are poised to follow the US in banning all
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Updated Digest: Newsletters on Russia and Ukraine

I thought it would be helpful to collect our recent newsletters on the subject of Russia and Ukraine
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Deal With the Devil(s)

The Biden administration is shopping around with some less than savory potential partners in order to lessen the
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NEXT WEEK: The Ukraine War: Agriculture Edition

Russia’s abundance of flat, cool-temperate land doesn’t provide much in terms of defensible geography. But it is good
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An oil pipeline closeup

TOMORROW: The Ukraine War: Energy Edition

Nowhere on earth boasts the sheer volume of cross-border hydrocarbon infrastructure as we see between Russia and its
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Digest: Recent Newsletters on Russia and Ukraine

I thought it would be helpful to collect our recent newsletters on the subject of Russia and Ukraine
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Russia’s Twilight War

For those of you who have read my second book, The Absent Superpower, recent events in Ukraine should not
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Ukraine: The War After the War

In a public broadcast late February 21 (local time), Russian President Vladimir Putin gave a lengthy, moody speech
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photo of oil barrels

Please Join Us for Part III: The Face of Inflation

Gasoline costs. Housing costs. Food costs. Consumer goods costs. They are all going up. The inflation is real
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The Face of Inflation: An Energy…Mistake

On November 18 news leaked out of Taiwan, Japan, South Korea, China and India that the Americans have
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Supply Chains No More: The Question of California

You’d be forgiven if you though the biggest challenges facing the US supply chain was its overreliance on
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Where in the World: Home, and Cruise Missiles

The United States and United Kingdom have shouldered out the French in a deal to supply submarines to
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Where in the World: Crater Lake, and Semiconductors

So, what keeps me up at night? The current global semiconductor supply chain. Distinct capabilities exist in separate
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Where in the World: Split Rock, and Afghan Minerals

Speculation over Afghanistan’s potential mineral wealth is just that–speculation. What we do know about the hard reality of the country’s
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The Way Out – and Forward

The seven-day moving average for new COVID deaths in the United States is back up above 1,000 –
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Ida Know Much about Energy

Hurricane Ida made landfall in southern Louisiana as a Category 4 storm on August 29. In its wake
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A tractor working in crops

Where in the World: Fagradalsfjall, and Breakthrough Tech

Some questions I’ve been asked about as of late have been on the topic of what technologies do
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Where in the World: Grindavíkurbær, and Taiwan

The challenges of the United States’ Afghan withdrawal have caused many to question Washington’s commitments to its allies
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The Return of American Narcissism

On New Years Eve, just minutes before the dawn of 1992, the Soviet flag was lowered from the
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Video Dispatch: Mexico’s Midterm Elections

Mexicans went to the polls over the weekend. Preliminary results indicate that while incumbent president Andres Manuel Lopez
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The Inflating of Fears

I’m going to attempt the impossible with this one: making economics not necessarily fun, but painfully relevant to
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The Ins and Outs of Vaccine Diplomacy

On March 2 the Biden administration announced a vaccine manufacturing partnership between two of the largest and most
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Life After Trump, Part VII: The Crisis List—The Middle East

The second major international issue facing the incoming Joe Biden administration is that never-ending joy, the problem that
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Photo of St Basil Cathedral in Red Square, Russia

Life After Trump, Part VI: The Crisis List—Russia

After sketching out what was intended to be the final installment of this series, I realized the world
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Life After Trump, Part V: The Opening Roster

My original plan (such as it was) for this series was to use Part V to break down the
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Life After Trump, Part IV: Building a Better Democrat…Maybe

Normally when I give presentations, I arrange my material based on the audience’s cultural norms. Americans are manic-depressive,
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Life After Trump, Part III: The End of the Republican Alliance

No political party of consequence in the United States has ever been single-issue. American electoral laws dictate that
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Life after Trump, Part II: Searching for Truth in a Flood of Freedom

Starting within minutes of the January 6 riots, a variety of tech platforms began blocking posts by President
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Life after Trump, Part I: Living in the Lightning

Let me start off by saying that in an advanced democracy like the United States, political violence must
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Beyond the Election: Part II

Part I of this newsletter published a week ago, before we had enough U.S. states reporting election results
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Beyond the Election: Part I

So…we had an election. It has gone down to the wire. At the time of this writing mid-day
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The 2020 Elections and Beyond

I normally try to stay out of American politics. My work is in the wider world, the American
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The End of the Last, Best Chance

Last week the American ambassador to China, Terry Branstad, attempted to publish an op-ed with his assessment of
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Waking Up to Reality in the Middle East

Thursday, August 13 the Trump administration released a series of breathless communiques proclaiming the onset of formal peace
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The Vaccine Struggle

The coronavirus epidemic in the United States continues to accelerate. Much of the recent news has been about
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An oil rig on the sunset

A Look Under the Hood: Oil and COVID

Getting reliable oil data on any country outside the United States is very nearly an exercise in futility.
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COVID-19: The Breath Before the Plunge

You can also read the State of the Pandemic series’ take on the United States, Latin America, the Persian Gulf, East Asia, Europe,
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The State of the Pandemic: the BRICS

You can also read the State of the Pandemic series’ take on the United States, Latin America, the Persian Gulf, East Asia,
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The State of the Pandemic: East Asia

You can also read the State of the Pandemic series’ take on the United States, Latin America, the Persian Gulf,
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The State Of The Pandemic: The Persian Gulf

You can also read the State of the Pandemic series’ take on the United States, Latin America, East Asia, Europe, and the BRICS. . 
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The State of the Pandemic: The United States

This is the second in a series of newsletters addressing the state of the COVID-19 pandemic around the
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A Faint Flicker of Hope in Europe

The past few several weeks have been busy for the Europeans, easily generating more events of consequence than
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Distancing at Work

Coronavirus is primarily a respiratory ailment primarily spread by exhaled droplets from coughs or simple breathing, which is
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Webinar Recording

Thank you to all of you who attended yesterday’s webinar! We wanted to provide the rest of you
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US COVID Testing Data, May 17

Today’s U.S. coronavirus case update is full of good, and bad, news. First the good. American testing capacity continues
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A Failure of Leadership, Part II: How To Lose Friends and Mobilize People Against You

Read Part 1 and Part 3 The propaganda out of China of late has been…notable. Beijing has accused
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A Failure of Leadership, Part I: A Look Around the World

Read Part 2 and Part 3 The past few weeks have been…eventful. I make my living anticipating and explaining
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The End of Cost

In the past five weeks the United States has thrown $3 trillion in new government spending at coronavirus-related
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Global Grain Trade and its Discontents

Yesterday’s newsletter traced some of the issues that erupt when global transport gets wrecked. Today we’re going to
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The Next COVID Crisis: Income Falls, Famine Rises

The novel coronavirus has gutted humanity’s ability to engage in that most basic of social and economic activities:
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OPEC Production Deal, or Price War 2.0?

After the better part of five days of marathon negotiations spearheaded by Saudi Arabia with the goal of
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The Shattering of Global Oil

Oil demand is relatively inelastic. That’s a fancy-schmancy economic term that means people and firms’ energy demand doesn’t
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Coronavirus: The Energy Guide

As a rule I try to stay out of discussions about energy prices. Energy trading is a hectic business with a lot of stress, plagued by fleets of hot-headed issues that have nothing to do with supply or demand or technology. But that’s not the problem today.
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Coronavirus: The Developing World Guide

As governments in Washington, DC and London and Paris took their time to push their respective populations to shelter in place, the novel coronavirus did what it does best: spread quickly and efficiently through dense populations, the sort of dense communities that define the US Atlantic coast and most of Northwestern Europe.
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Coronavirus: The Finance and Banking Guide

Before the coronavirus crisis, there were few underlying financial instabilities in the American economic system. There certainly were nothing like the massive bubbles in real estate markets in 2007. Nor was there the sort of broad industrial dislocations that triggered the 1979 and 1983 oil shocks.
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Why Data on Coronavirus Sucks

Throughout media of all forms, we are hungry for information on coronavirus. Some of this is a flat
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Coronavirus, the Europe Guide

In the age of coronavirus, Europe’s near-term future is bleak. European headlines in coming weeks will be about coronavirus
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Coronavirus: Epidemic Guide, The American and European Edition

Not all epidemics are created equal, even when everyone is battling the same pathogen. Let’s start with timing
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Consulting

CUSTOM ANALYTICAL AND CONSULTING SERVICES WITH NEARLY 40 YEARS OF COMBINED EXPERIENCE in geopolitical analysis, research and intelligence
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Coronavirus: The Survival Guide

by Melissa Taylor and Peter Zeihan Note from Peter: Dealing with health issues that impact family structure is not my strong
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The Geopolitics of American Fear

Today, I’m not going to go through all the country-by-country details of the ongoing coronavirus pandemic. My team
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Photo of a pumping station at sunset

The Oil Wars Are Going Viral

We just had the second-biggest oil price drop on record as Asian markets opened March 8. For the
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The “Gift” of Coronavirus

In the past couple of weeks coronavirus cases outside of China surged. Particularly worrisome clusters emerged in South
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Disunited Nations Maps

DISUNITED NATIONS MAPS We’ve collected the graphics from Disunited Nations. Maps can be seen in color and in
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Almost There

Allllmoooost Theeereeee We are now only six – SIX! – days away from final publish of Disunited Nations: The Scramble for
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The Cutting Room Files, Part 8: American Politics

I try to avoid US domestic politics in most of my work. In part because domestic politics are a loud and busy space, and it is easy to have your work get lost in the noise and rage. In part because – especially at the primary level – it is mostly fluff that doesn’t move the national needle.
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The Cutting Room Files, Part 7: Europe

After three years of drama, on midnight Jan 31 the Brits finally left the European Union. The next piece of the Brexit drama will be a decidedly non-European affair, instead being between a family debate between London and Washington.
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Flipping the Philippines

The Philippine government this week began the formal legal process of ejecting US forces from the country and ending the US-Philippine alliance. Chinese involvement in the decision isn’t so much suspected as assumed. The few pundits who can tear themselves away from the American primary process are bemoaning another American strategic retreat.
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Coronavirus

Four things have popped up in the past 48 hours that are worth a look. First, we now have enough preliminary data to say some general things about the virus and the news is good: the virus is neither as deadly nor as communicable as the SARS virus from more than 15 years ago.
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No. 126—HIROSHIMA, JAPAN

Back to Know Your World One of only two cities to endure the horrors of an atomic bomb,
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No. 120—CAMELS

Back to Know Your World Those familiar with my work know the importance I place on sea ports
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No. 117—POPPIES

Back to Know Your World The delicate, papery petals of the Papaver somniferum, or opium poppy, belie the powerful
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No. 98—TAIPAI

Back to Know Your World Just inland from the northernmost point of Taiwan (and closest point to mainland
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No. 97—SEOUL

Back to Know Your World The importance of the capital city of Seoul to the Republic of Korea
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No. 95—HO CHI MINH CITY

Back to Know Your World Located along the banks of the Saigon river the flows out of Cambodia,
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No. 93—CAM RANH BAY

Back to Know Your World Vietnam’s geography is difficult to say the least. Razor thin coastal plains backed
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No. 92—YANGON

Back to Know Your World Yangon (formerly known as Rangoon) is the cultural and economic heart Myanmar —
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No. 90—RIMPAC EXERCISES

Back to Know Your World The biennial RIMPAC — the Rim of the Pacific — event is the
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No. 88—JAPANESE NAVAL BUILDUP

Back to Know Your World The JS Izumo (DDH-183) is the lead ship of Japan’s new Izumo class
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No. 87—BRUNEI’S ENERGY SECTOR

Back to Know Your World The tiny nation of Brunei (officially Negara Brunei Darussalam or the Nation of
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No. 86—TEXTILES

Back to Know Your World Many developing economies—from the United Kingdom to the United States to China—have relied
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No. 84—PORT HEDLAND

Back to Know Your World Much of the infrastructure at Port Hedland is colored with rust, which makes
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No. 82—VLADIVOSTOK

Back to Know Your World Russia’s eastern port city of Vladivostok serves as Russia’s gateway to Asia and
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No. 81—BUENOS AIRES

Back to Know Your World Decades of poor decision-making in Buenos Aires vividly demonstrate how politics do matter,
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No. 30—GREAT WALL

Back to Know Your World Ruling China is a thankless task. The North China Plain is wide open
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No. 25—CHINESE INTERIOR

Back to Know Your World Chinese internal border zones are empty and barren, and nearly impossible to guard.
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No. 23—SHANGHAI

Back to Know Your World Most of the Chinese population is exceedingly poor, trapped in the continental inlands
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No. 21—RICE

Back to Know Your World Grain crops are the backbone of the human diet because they are easy
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No. 14—CHENGDU, SICHUAN

Back to Know Your World The Chinese inland province of Sichuan is a contradiction, even by Chinese standards.
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No. 9—HONG KONG

Back to Know Your World As China’s financial, demographic and strategic problems mount, it is highly likely that
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THE ACCIDENTAL SUPERPOWER MAPS

THE ACCIDENTAL SUPERPOWER MAPS We’ve collected the graphics from The Accidental Superpower. Maps can be seen in color
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Teaser Videos

Teaser videos for the accidental superpower PREVIEW THE ACCIDENTAL SUPERPOWER Click any of the following videos to view
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Purchase the Absent Superpower

The Absent Superpower autographed version About the book The world is changing in ways most of us find
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Disunited Nations

Disunited Nations autographed version About the book The world is entering its greatest period of change in nearly
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Testimonials & Topics

TESTIMONIALS & TOPICS What are people Saying? Peter spoke at AltaCorp Capital’s institutional investor conference, where he used
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Videos And Media

Videos & Media Featured Videos CFA Institute: America’s Evolving Geopolitical Landscape The Border Crisis: Cartel Power, Mexico’s President
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The Last Chapter in the Middle East?

It isn’t every day you can say a missile strike means things are calming down, but hey, it’s the Middle East. The rules are different.
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The Cutting Room Files, Part 5: The Future of the United Kingdom

This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations text that were
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The Cutting Room Files, Part 4: The Future of Japan

This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations text that were
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The Cutting Room Files, Part 3: The Future of Canada

by Peter Zeihan and Michael N. Nayebi-Oskoui  This piece is part of the Cutting Room Files, portions of the upcoming Disunited
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The Cutting Room Files, Part 2: The Future of Mexico

by Peter Zeihan and Michael N. Nayebi-Oskoui This piece is part of the Cutting Room Files, portions of the upcoming Disunited
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CRF Files, Part I: The Future of Korea

by Peter Zeihan and Melissa Taylor This piece is part of the Cutting Room Files, portions of the upcoming Disunited Nations
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The CRF Files, Introduction

So…. it’s done! The final text of my next book, Disunited Nations, is through copy edit and deep into proofing.
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Why So Negative?

Bonds are sliding toward negative territory across the developed world.  Among the largest industrialized economies, only the United
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The Return of the Hateful Pairs

A few months back a South Korean court ruled Japanese firms needed to pay compensation to Korean laborers
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The American Retreat, Part III: the Korean Peninsula

Not one to collect moss, Donald Trump shot directly from the G20 summit to South Korea July 1
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A Return to Tiananmen, Part II: The Ending of Hong Kong

Read Part I here Hong Kong has been one of the most important economic locations on the planet
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The American Retreat, Part II: Soldiers of Fortune

by Peter Zeihan and Melissa Taylor President Donald Trump has a knack for making Prime Ministers and Presidents
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The American Retreat, Part I: Oil

I’m going to do something I loathe and quote something I read on Twitter June 24. In a
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To Hack Or Not To Hack

The New York Times dropped a fun piece last week asserting a coalition of like-minded national security and intelligence professionals
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My Way or the Huawei

On May 15 the U.S. government put Chinese telecoms giant Huawei and nearly all its affiliates and subsidiaries on
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And Now For Something Completely Different…

Early April 3 United Kingdom Prime Minister Theresa May met with the leader of the Labor opposition, Jeremy
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The Art in the Forest

I woke up Monday morning to find a bit of a debate on my Twitter feed over assessments of
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The Decivilization of Venezuela

Of late, Venezuela has had a wretched time of things. As a rule I attempt to be judgement-free
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Brexit: The End of the Beginning

The United Kingdom stands at the precipice of its greatest change since the collapse of empire. It will
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Fire in Venezuela, Part III of, um, II

Read Part I and Part II Geopolitics has two speeds. The first is glacial. The sort of huge, multi-generational
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American Evolutions, Part 3 of 3: Beyond Democrats and Republicans

See Part 1: From Sears to Google and Part 2: From Order to Disorder… in America. So here’s where I get a
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Trade Talk, Part 2 of 2: For Whom the Trump Toll

On Oct 1 the American, Canadian and Mexican governments announced their mutual agreement to a revised treaty text
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Turkey’s Growing Pains

American relations with Turkey got very interesting last week. An ongoing disagreement over the status of an American
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I Think They Get It Now, Part Seven/Sept: Canada

Jump to other parts of this series: Intro, France, Germany, UK, Italy, and Japan. Writing about Canada is a guilty pleasure for me. I
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I Think They Get It Now, Part Roku: Japan

Jump to other parts of this series: Intro, France, Germany, UK, Italy, and Canada. Japan was a latecomer to the modern world. The Home Islands
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I Think They Get It Now, Part Cinque: Italy

Jump to other parts of this series: Intro, France, Germany, UK, Japan, and Canada. In any discussion of foreign affairs the same list of
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I Think They Get It Now, Part I

Jump to other parts of this series: France, Germany, UK, Italy, Japan, and Canada. U.S. President Donald Trump made a… let’s call it a
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This Is How the World Ends, Part V

by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui See Part I, Part II, Part III, and Part IV. Event 5: Trump Unleashed (in
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This Is How the World Ends, Part III

by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui See Part I and Part II. Event 3 – The Chinese discover they have no
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This Is How the World Ends, Part I

by Peter Zeihan, Melissa Taylor, and Michael N. Nayebi-Oskoui I like to say that I sell context. It’s all
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America Sells Its Seoul

The United States and South Korea have agreed on an overhaul of their bilateral trade agreement this past
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Here We Go

After a particularly… volatile week in the White House of Donald Trump, the administration announced March 1 trade
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Shifting Saudi Sands

The Saudi Arabian sky is falling… or at least that is the tone being set by the mainstream
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Asian Pivot Pending

By Peter Zeihan and Michael N. Nayebi-Oskoui There are many things that geopolitics teaches us. One of the
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Revisiting Iran

By Peter Zeihan and Michael N. Nayebi-Oskoui The White House has been strongly hinting for two weeks that
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NAFTA’s Witching Hour

We’re about halfway through the NAFTA (North American Free Trade Agreement) talks and things…have taken a turn for
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North Korea: Part III—Why I Already Worry About South Korea

In the aftermath of North Korea’s Sept 3 nuclear test, a Donald Trump Twitterstorm delivered its greatest disdain
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North Korea: Part II—Why I Might Start Worrying About North Korea

The technical aspects of a fully-functioning nuclear weapons program are daunting. A warhead is useless unless it can reach
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Ho Hum Harvey

Between 2000 and 2012 I worked at a place called Stratfor, which specializes in geopolitical forecasting. As I
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The Turning Point

I’m on a mid-term break in my annual Unplug&Recharge effort, and am taking stock of what’s changed while
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Qatar, PACOM, and the Absence of US Foreign Policy

So, two things that happened in the past week that were of interest to me. First, Saudi Arabia
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Gathering Strength

Elections are funny things. They are the culmination and distillation of forces economic, political, military, technocratic, social, racial,
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Curious About Cuba

Last week President Donald Trump announced a partial revocation of his predecessor’s diplomatic opening to Cuba, reinstating pieces
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Some Inconvenient Truths

U.S. President Donald Trump pulled the United States out of the 2016 Paris Climate Accord June 1. In
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Life After NATO

For all intents and purposes, the North Atlantic Treaty Organization – the foundation for American security for the
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Part X: Trump Finally Plays a Card

Trump finally played a card with the Syria strike and it was a doozy – whether the messages
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Part IX: The First International Challenge

Trump has big foreign policy choices to make this week and they both have world changing consequences. It’s
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Part VI: Working for Alliance

  So I was sitting having dinner on the Queenstown wharf last night, minding my own business, when
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Shale Gets Ready to Run

A data dump by the International Energy Agency this weekend indicates that OPEC is enjoying its best compliance
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Part IV: Bribes, Trade and the European Union

Some countries are adapting to Trump and some don’t know the rules of the global system have changed. 
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Part III: Corporate Tax Reform and Global Trade

The simple tariff being discussed in D.C. might spell the end for global trade and security as we
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The Absent Superpower

It’s finally arrived! I’m happy to announce that The Absent Superpower: The Shale Revolution and a World Without America is finally
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Gasoline on the Trade War Fire

Something happened yesterday with the Trump transition that worried me. By “worry” I mean it is great for
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At the Edge of Disorder

Last week, U.S. President-elect Donald Trump shook the global diplomatic community to its bedrock by throwing the One
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Scared New World

This isn’t a brag piece. Many have credited me with predicting the Trump rise. To be clear, I
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Making the Next Mao

Chinese President Xi Jinping is already poised to be the most powerful man in Chinese history after Mao
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The U.S. Federal Reserve raise interest rates

The US Federal Reserve raised interest rates on Wednesday for the first time since 2006. After weeks of
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