Demographics are at the core of what we do here at Zeihan on Geopolitics. More than just a count of population, demographic data–often expressed as a pyramid-shaped graph–can deliver [...]
As we now enter the third year of the ongoing COVID pandemic, we have had an evolution in how countries–especially in East Asia–react to outbreaks. Gone are the days of national [...]
Join Peter Zeihan today, December 1, for the third in a three-part series on the here, now, and soon-to-be of the American and global economies. In Part III: The Face of Inflation we’ll [...]
A lot of people are talking about how we’re currently facing the highest inflation levels in decades. Few are talking about how inflation–a bugbear that stalked the US economy for [...]
Gasoline costs. Housing costs. Food costs. Consumer goods costs. They are all going up. The inflation is real and it is only “transitory” if by “transitory” you are measuring time in [...]
On November 18 news leaked out of Taiwan, Japan, South Korea, China and India that the Americans have approached pretty much every country that matters about a joint, simultaneous release of oil [...]
Join Peter Zeihan today, November 19 for the second in a three-part series on the here, now, and soon-to-be of the American and global economies. Part II: Supply Chains No More will [...]
I look at a lot of charts, so you don’t have to. But here’s one I need to share. It’s a partial breakdown of product prices by the U.S. Bureau of Labor Statistics, that’s the group of wonks who [...]
You’d be forgiven if you though the biggest challenges facing the US supply chain was its overreliance on the state of California. While some 40% of US containerized imports come through [...]
The American economy faces shortages of every conceivable product, but few widgets have captured the public imagination as much as semiconductors. Ubiquitous and powerful, these little silicon [...]
