Russian Oil Price Cap: Lasting Impacts

Unless you live under a rock, you’ve probably heard that Europe has placed a $60 price cap on Russian crude exports.

This is uncharted territory for EVERYONE, so I’m not here to predict how all this will play out. Instead, I want to lay out the matrix of factors that you should keep top of mind as this unfolds.

But the real fun is a “Red Pill” moment: The single global price for crude that we’ve all enjoyed for the last 85+ years…GONE. Meaning that global shipping becomes riskier and riskier by the day.

In terms of energy, we are well on our way to how things were in the 1930s. Exciting right?

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Biden’s Pro-American Present for Europe

Photo of man working in a manufacturing shop

President Biden is getting into the holiday spirit by slapping a bow and some American Flag wrapping paper on a sweet little surprise for Europe…The Inflation Reduction Act. Inside they’ll find a wide array of pro-American manufacturing programs that are less than favorable for the Europeans.

Europe has enjoyed 75 years of safe and lucrative trade thanks to the guns and butter deal we know as globalization, but the Americans have outgrown that model. They are ready to bring some of their manufacturing home, and not in a small quantity…we’re talking 12 zeros here. This comes at a time when Biden needs some new footing with the organized labor faction and nothing speaks louder than money.

Europe isn’t happy about the American’s leveling out the playing field and WTO action has been threatened, but at the end of the day, the Biden administration is going to get its way.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Tech, Capital and the Workforce

When the economy is booming and capital is cheap, big tech is the place to be. They can hire everyone and their mother (and pay them well), take on risky long-term projects (like EVs @ Tesla) and see their stock prices soar thanks to their “transformational” and “world-changing” technologies.

But what happens when that capital dries up? Well, as we are starting to see, workforces get cut by 15 – 20% and those long-term projects get sidelined for projects that actually have an end in sight. But it’s not all bad.

Just because big tech companies are feeling the heat doesn’t mean everyone will feel it simultaneously. For some, like non-tech companies, it can even be an opportunity to grow their workforce and tackle those projects they haven’t been able to touch for the past 10+ years.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Financial Times Readers’ Best Books of 2022

Despite writing and releasing four books, being a NYT bestselling author and delivering who knows how many keynotes, it is always an honor to hear when people find value in my work.

With that being said, last week I found out that my latest book “The End of the World is Just the Beginning” was chosen as one of the Financial Times Readers’ Best Books of 2022. Meaning that people like you found my book impactful enough to submit it into the running. So thank you! I would also like to congratulate the other authors who made the list and I encourage you to check out their work. 

If you haven’t already, I encourage you to click the link below to purchase or learn more about “The End of the World is Just the Beginning”. It serves as a global roadmap of things to come and covers many of the world’s biggest “what ifs”.

FT READERS’ BEST BOOKS OF 2022

THE END OF THE WORLD IS JUST THE BEGINNING

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Implications of Impending US Rail Strikes

Rail is one of the primary means of transport in the US, and a union strike could put all of that at risk. To understand how the US got itself into this mess, we have to consider the following facets of the American system.

First, the Jones Act diverted a majority of the cargo away from waterways, meaning without rail a whole lot of things just…stop. Second, the turning of the political system has forced the organized labor faction into a game of tug of war between both parties, each vying for the union’s support.

As long as there is a threat to the systems that the union has a stake in, they will resist. This will likely result in government intervention, but not necessarily the kind of intervention we would have seen 10 years ago.

(The situation surrounding the potential US freight rail strike remains fluid. At the time of publishing, the US House of Representatives has voted to approve a tentative labor deal to avert a strike, but it remains unclear how the US Senate and rail workers will respond.)

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

The End of China

Let’s play a little game…picture a country that is ruled by one man – now imagine that country is so geographically isolated that its regions and people have little-to-no integration – now add in some horrendous wealth inequality. Can you guess what is keeping that country together?

FORCE. And as soon as that force is challenged, everything falls apart. The Chinese people have had enough of the zero-COVID policy, and large protests are opening the doors for much larger discussions to take shape.

China is looking down the wrong end of a double-barrel shotgun. One barrel – loaded with a rolling series of government breakdowns. The other – loaded with a tightening grip of Xi Jinping. No matter which side goes off, China will be sent into a spiral of self-destruction.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Ukrainian Consequences: Who Will Win…And When?

Want to know when the war in Ukraine will end and who will emerge victorious? Unfortunately, I don’t have my magic 8-ball on me, but I can give you a timeline on when we should all be able to answer those questions – May.

Before we get there, let’s not forget about the path ahead. Both sides will come face-to-face with Mother Nature in all her glory – meaning mud, rain, snow, cold…all of it. The Ukrainians will have time to fix up those shiny new toys they captured. The Russians will push more and more troops to the front lines.

As all of those pressures compound over the next 5+ months, both sides will be ready to duke it out come May.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

War, Winter, Ukraine

The tides of war are beginning to shift in favor of the Ukrainians, so the Russians are resorting to attacking the very infrastructure that enables Ukraine to function as a country. This means water and power are being targeted at a time when Ukraine needs them most.

If Ukrainians can’t function as a society, then they can’t fight a war, which is a roundabout way of saying that there is a whole lot of human suffering coming. MedShare has a fund explicitly dedicated to helping Ukrainians, providing these communities with much needed medical care and attention.

This is why I chose MedShare as the charity to which all of my book sales for the remainder of the year will be donated. Please consider purchasing a book or donating below.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Ukrainian Consequences: The New American War Model

The new American model of fighting wars is here, at least for the next 20 years. Since the global war on terror left a sour taste in Americans’ mouths, putting boots on the ground isn’t an option.

The Ukraine War has proven that Americans don’t need to show up in numbers (special ops is a different story); instead, they can play benefactor from a distance. The American’s technical support and advanced infrastructure will enable the productive advancement (in America’s eyes) of wars across the globe.

So when it comes to American involvement in wars, it would appear they CAN eat their cake and have it too.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Ukrainian Consequences: American Strategy

Anyone remember that famous Napoleon quote – “Never interrupt your enemy when he is making a mistake.” Well, if there was a time in history when that quote rang true, it would be right now, watching the war in Ukraine unfold.

Let me take a step back to give you some more context. The United States has only ever faced 3 countries that presented significant threats: the UK, Mexico and Russia (aka the Soviet Union). The first 2 gave familial and neighborly fights, but Russia presented a new kind of threat…one of national survival.

Fast forward to the Ukraine War, and the United States has been given a golden opportunity – to let former Soviet citizens drive the stake through the heart of the only power in history to challenge the US economically, strategically and ideologically.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY