The Revolution in Military Affairs: Ditching Artillery

Military vehicle shooting artillery

Next up in our series on the changes in military tech, we’re looking at artillery.

Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that. When a cheap drone is capable of quickly spotting, targeting, and eliminating artillery, something clearly needs to change. And no, a “shoot and scoot” strategy isn’t sustainable.

There’s still a case to be made for artillery, but it is quickly waning. In future conflicts, new systems that prioritize speed, precision, and decentralization will be essential.

Transcript

Okay. Peter Zeihan coming to you from Arches. We’re continuing the Revolution military affairs series, and today we’re going to talk about artillery. Artillery has been one of the three most important military breakthroughs of the last couple of centuries because it allows, a force to assault another force from literally miles away. The artillery that the Russians, for example, areas in Ukraine generally has a range, between 10 and 20 miles based on what piece of hardware they’re using. 

But you throw drones into the mix where a single first person pilot a drone costs less than an artillery shell. You change the math. So I am no artillery expert here. And the technology is changed very quickly. So the purposes of today’s video is basically just to talk out loud through what we’ve seen and where it might lead. 

Countries that rely on artillery really do fire on it. The joke in the military is that Russia is an artillery force. It just happens to have some tanks. Hold on. 

Okay. Where were we? Right. Russia. So in the Napoleonic Wars, France, which had the most technologically advanced military at the moment, invaded Russia, made it all the way to Moscow. And the Russians kind of got their asses handed to them. And if it wasn’t for some very stubborn defense and Partizan attacks, and especially a very, very rough winter, Moscow probably would have fallen. 

And the Russian lesson from that was that they needed to do an upgrade for their military. However, this is a country that was basically entirely serfs. There were no technical skills among the population. They didn’t have much of a intelligentsia from a technical point of view. And so they settled on artillery because aside from the guy who was like pointing and aiming, everything else was just kind of like looking around. 

And that Russian serfs could do and that the Russian, Crown would trust them with. Because artillery is really not the best weaponry for. So, you know, taking on Red square. Anyway, so they invested heavily in that and that is basically dominated Russian and then Soviet military planning ever since. Very low value added soldier base and just focus on obliterating anything in front of you from miles away. And don’t advance until there’s nothing but rubble. 

So the problem the Russians are facing now is that it’s not that the artillery is irrelevant. It’s just it’s incredibly vulnerable. And they basically have to do something that called shoot and scoot, because between, acoustic detection and radar, they really can only get one shot off before counter battery fire starts. 

The Ukrainians, in order to detect drones coming in, basically built an acoustic detection system around the perimeter of the country and all over the front lines so that as soon as the drones are coming in, they can translate the sounds for what kind of drones are coming on, what vectors, so they know what air defense to activate. 

It works for us as artillery too. So it used to be that once an artillery shot fell, you’d use radar to basically track it back and then shoot back. But now with the acoustics, they can figure out when it fires and so the kind of battery fire can actually happen before the shell is even hit. So artillery an order of magnitude less useful than it used to be. 

So the Ukrainians and the Russians are discovering that what they were trained on during the Soviet periods is no longer how war works, because the technology has left the artillery piece behind for the most part. This won’t necessarily be true everywhere. When you consider things like the Paladin system, for example, that the US has, not only is it self mobile, but it can fire multiple shots at different angles and then hit the same target at the same time. 

It’s kind of cool, mobile being the key thing there. But for most artillery, you know, it’s in the past, it’s no longer cost effective for what it can do. Which brings us to a different sort of problem. So a big attraction, for artillery, for the Russians. Was that anyone, any idiot, any village idiot could operate? 

Most of it because it’s just lugging stuff from point to point with drones. It’s first person shooter. You basically have to fly it manually and direct it, and that’s all. Well and good. And that doesn’t require a huge amount of skill either. Outside of, you know, the Tendo, the problem is in manufacturing, you can produce, artillery shells and artillery back in your industrial plant and then send to the front line. 

And you need a limited source because, you only make a few of the tubes and you make a lot of ammo. Well, with drones, the Russians and Ukrainians are both using thousands of these things a day. So it’s a very different workforce. It is much more technically skilled. It needs to be an a lot larger number. In Ukraine, which was the heart of the old aerospace industry back during Soviet times, this has not been too heavy of a pull. 

And based on whose numbers you’re using, the Ukrainians have gone from producing about 5 to 20% of the parts for their drones at home to now 70 to 90% based on the style. The Russians are nowhere near that good, because the Russians don’t have anywhere near that sort of technical skill within the country. And most of the people with those skills left, either in the 1990s or the 2000 or more recently to avoid the draft. 

So they’re bringing in talent and technical skill from places like Iran and North Korea, and especially China, where you can use the Chinese industrial plant to produce the parts that then flow into Russia and then make it to the front line. Anyway, bottom line of all of this is this is very much a work in progress. We’re only three years into the war. 

have a secondary power. Russia fighting a tertiary power, Ukraine. And the rules are changing every week, every month. So to think that we have a firm idea of how this is going to play out is silly, but to think that the weapon systems that we’re used to seeing on the battlefield are the weapons of the future is also silly.

The Revolution in Military Affairs: USS Nimitz

The aircraft carrier USS Nimitz. Photo from Wikimedia: https://en.wikipedia.org/wiki/USS_Nimitz#/media/File:USS_Nimitz_(CVN-68).jpg

This video was recorded back in April of this year, hence the snow.

The Nimitz is making its final voyage (with a recent detour to the Middle East), before it’s set to be decommissioned and replaced by the more advanced Ford-class carriers. However, a shiny new toy isn’t enough for the US to maintain global influence.

While these massive carriers are a significant component of US power projection, the true strategic advantage lies in the global alliance network. This network provides basing rights all around the world, enabling the US to get around quickly and affordably. If the US continues this current trajectory, the logistical backbone of US power projection would go limp.

Transcript

Hey all, Peter Zeihan here coming to you from snowy Colorado. And today we’re going to talk about a major change that is going to come to the U.S. armed forces and most notably the Navy in the years to come. It all has to do with the USS Nimitz, which was the first of the Nimitz class, a super carriers, of which ultimately we have ten and have been the backbone of American military power projecting throughout the world for really since the 1960s. 

But it’s been a hot minute, Anyway, at last, Bremerton, Washington, on the 28th of March for what is intended to be its last sail. The Nimitz are being replaced by a new carrier class, the Ford class, which are larger, can carry more, planes, can launch and recover them faster. All that jazz? Definitely superior platform. 

Not that the Nimitz is anything to sneeze at. Anyway, the whole idea is these things have been in service for well over a half a century, and it’s time to start taking them out of circulation. As technologies change, and we can move to a military force that is more lethal and faster, and that is not going to happen. 

One of the things that people forget when they start talking about how we don’t need this country or that country is arguing the single greatest advantage that the United States has right now is its alliance network, and not necessarily because in a fight, we get to take over their armies and navies and control them ourselves, although we do have that, and that is a big deal. 

But it’s basing rights. The United States is one country, and part of our security comes from the fact that we have oceans between us and everyone else. But that means if we want to influence things somewhere outside of North America, we have to get there first. And that means a long logistical chain linking up, not just soldiers and sailors and ships, but tanks and men and ammunition and supplies and diesel all around the world. 

And with the basing network that we have right now, there are very, very few spots on the planet that we can’t reach in a very short period of time with a lot of firepower, but if the United States leaves NATO like it sounds like it’s going to if the U.S. breaks the alliances with the Japanese and the Koreans, which it looks like it’s going to, then America alone has a very different force posture. 

And one in which it can’t get much of anywhere. So what we’re going to see is, on a very large scale, the recreation of a tactic that the United States use during the early months on the war on terror. We needed to get to Afghanistan, but we didn’t trust the Russians and we didn’t trust the Pakistanis. So what we ended up having to do is take one of our older carriers, the USS Kittyhawk, and park it off the Pakistani coast and use it as a mobile base. 

It was by far the most expensive way we could have possibly done it. But in the early days after nine over 11, it was considered worth the cost. Well, with the direction that the Trump administration’s foreign policy is taking us now, any time we want to deploy anywhere, we’re going to have to do something like that. And that easily cost ten times as much as simply having an ally with a patch of ground that we can squat on. 

When you lose your alliances, you lose the ability to project power cheaply. And yes, we spend a lot on our military, but it’s nothing compared to the budget line. Items were going to be seen in the future, as we have to take things like the Nimitz and repurpose them from being some of the world’s best warfighting assets and basically being floating rafts.

The Revolution in Military Affairs: Naval Advances

Photo of a US Naval Carrier

Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts.

The war in Ukraine has demonstrated that naval vessels are becoming expensive floating targets. From jet skis packed with explosives to other low-cost drones, the closer a ship gets to shore, the easier and cheaper it becomes to destroy. However, when naval assets remain offshore, they lose much of their tactical effectiveness.

Two technologies will be at the forefront of this shift: detection and jamming. Identifying threats through drones, satellites, and radar systems will be essential. And the ability to operate at extended ranges with greater flexibility will define the future of naval power. There’s still much to figure out, but one thing is becoming clear—the era of close-shore naval operations is coming to an end.

Transcript

Hey, all. Peter Zeihan here. Coming to you from Arches National Park in Utah. And today we’re doing another episode of our Future of Military Technology series. Basically, we’ve had a series of breakthroughs in energy transmission and data processing, digitization, materials science that are basically opening up a whole new wave of military technologies that we’re inventing as we go. 

So anyone who says that they know what’s going to be the weapon system in five years, ten years, 20 years, whatever. We’re kind of making this up as we go. Don’t be too harsh. But what we know now from the Ukraine war is that. Wow. If you have a conventional military warship that requires to be within 160 miles of the coast, you’re going to lose that ship. 

Basically, if it can be seen, it can be targeted, and it can be targeted with weapons that you might not be able to detect until they’ve blown up the size of your vessel. The Ukrainians in particular, have taken motorboats and jet skis and things like them, loaded up with, equipment and with bombs and either gone out and used them to shoot down things like planes and drones, or simply ram the ships on the other side. 

And naval vessels are among the most expensive things that a military can field. So to be taken out by a jet ski is kind of embarrassing. From both, strategic and political and of course, a financial point of view. But that’s just where we are now. The question is, how far out does the range have to go before a naval vessel is safe? 

And if you’re talking about a military asset being safe because it has to be so far back that it can’t function, it’s no longer really serving the purpose anymore. At the moment in Ukraine, 100 miles is absolutely the death zone for any Russian vehicles. In addition, the Ukrainians have shown on multiple occasions that they can strike much further away sometimes, as much as 350 miles, if they know where the target is. 

And that at the moment means that we can’t be a mobile target. So they can say attack ports at places like Novorossiysk, with limited effectiveness, certainly anywhere in the Crimean peninsula. But they can’t necessarily go after a ship just because it’s out there. So the whole World War Two story of sending destroyer squadrons out to find the other guy’s aircraft carriers, that is not what we’re talking about. 

Or at least not with today’s technology. Ten years from now, who knows? Which means that in this interim period, while these technologies are still being developed, detection is going to be the big thing, and that is going to be a combination of service radar, satellite recon, in a sense, and a network of drones that can go out at distance and network their information together. 

Just keep in mind that at the moment, getting a clear signal from your operator to your drone is the limiting factor in drone warfare. One of the reasons why those fiber optic spools that can go out several miles are so important because they can’t be jammed. Put any jamming out. However, in a drone that’s a hundred miles from shore, it’s just going to fall into the sea because it can’t report anything. 

It can’t be directed, you can’t see through its eyes. So we’re going to see this kind of arms race with two technologies when it comes to naval issues. Number one detection. And that can combine the old with the new. And number two jamming. And the question is how powerful the jammer can you fit onto a naval asset? 

I don’t have an answer for that. Like I said, these are being invented as we go, but the old days of being able to do easy amphibious landings. When I say there’s nothing easy about an amphibious landing or patrolling relatively close to the coast, that those are pretty much in the past now. And any country that has naval access that is somewhat constrained. 

So basically, if your ports are within, say, 500 miles of anybody else, those ports are no longer functional for military assets in the world. We’re in. That includes every port in Russia, that includes every port in Saudi Arabia, that includes every port in China. And we need to start thinking of naval power in a completely new way. 

That is a lot more flexible and has a lot more range.

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 future of Europe’s military strategy look like?

A growing threat from Russia means European countries are rearming, and quickly. Between Polish conscription, Swedish and German defense budgets climbing, and everyone else preparing infrastructure at home, there’s a lot happening. The big question on everyone’s mind is who/what can replace the Americans and their weapons systems?

European jets are too limited in supply, so a different direction is being pursued. Think drones and jamming systems. After seeing success in Ukraine, the rest of the Europeans are treating these options as viable way of fighting wars and defending themselves. And they’ll get some tech and help from Ukraine.

While there are still capacity and infrastructure issues that will have to be dealt with, this is solid alternative to relying on the Americans. Obviously, there’s still a need for infantry, navy, and manned aircraft, but this is the first step in shifting Europe’s military future.

Transcript

Hey, all. Peter Zeihan here coming to you from Colorado. Today we’re going to continue our open ended series on the future of military technology. And we’re gonna look specifically at Europe. The Americans under the Trump administration have gone from being Europe’s security guarantor to perhaps even a security threat. And everyone in Europe is trying to figure out if there’s any pieces of the relationship that can be salvaged. 

And in the meantime, laying the groundwork for whatever is next. The problem, of course, is the Europeans know in their bones that the Russians are coming for them. And if Ukraine falls within 2 to 3 years, they’re going to be fighting on European territory. So we already have the poles, which have basically reestablished something equivalent to the draft for all men of potential fighting age. 

The European Union is encouraging its people to build basically prepper kits that allow them to deal for three days on their own minimum, without any sort of government services. The Swedes are announcing a tripling of their defense budget. The Germans are doing something similar. And on and on and on. But the common refrain and all of these things are two things. 

Number one, the Russians are coming. We have to get ready now. And number two, the Americans can’t be relied upon. And that includes American equipment. Historically speaking, since World War two, about half of all European military procurement has come from American firms, and most Europeans are basically looking to drive that number down to zero as quickly as possible. This isn’t necessarily a political issue from the European issue. It’s a practicality issue. 

Legacy systems like fighter aircraft can take decades to design, years to build out the industrial plant, and then you get only a certain flow through of production per year. So if you look at the options that are in front of the Europeans right now, there’s really only four. First is the American F-35, which is by far the best in terms of overall capabilities, but it has a couple giant, flaws in it. 

Number one, it’s over $100 million in airframe and then triple that addition over the lifespan of the vehicle. So, you know, the Europeans just don’t have that kind of money. But the other options Europe has designed for themselves don’t look great. 

The best one is probably Sweden’s Gripen. They can make about 25 of those a year. That’s great for Sweden, but it’s not enough for anyone else. The French have the rifle, which they can also do about 25 a year. Again, because the French have been maintaining an independent defense. Identity for decades. That might might be enough for just France, but there’s no more for anyone else. 

And then you’ve got the Eurofighter Typhoon, which is kind of the European equivalent of the F-35, but older technology, which is of questionable use in a lot of situations. It’s designed the industrial plant is designed for 60 year, but it’s really never run more than 20. So the idea that you can spin this up is a question mark. 

But the bottom line is, you know, if you’ve only got 2 to 3 years and you’re talking about needing about a thousand airframes, there’s just no version of traditional fighter jets that works for you at all. And so the Europeans have to turn the page on military technology and try something fundamentally new. 

Consider the system in Germany, which is kind of emblematic of what’s going on and what will be going on. They’ve invested nowhere near enough for the defense industry to be self-sufficient on any stretch of the imagination. And me personally, the idea of a relatively unarmed Germany. I consider this a plus from a security point of view personally. 

Anyway, now that the Americans are proving to be a little whacko, the Germans have to do their own thing. And so they’re looking at the legacy systems that they’ve invested in. After the Ukraine war began in 2022. The Germans decided to belatedly sign up to the F-35 program that the Americans run, on the condition that the manufacturing for the German airframes actually happen in Germany. 

So the Americans basically worked with the Germans in 2023 and 2024 to build a facility that can handle the construction, but it’s not happening fast enough. I mean, the first plane began manufacture in 2024. It won’t be finished until 2026. First deliveries to the German Air Force won’t happen until 2027, and the 35 airframes that the Germans have ordered won’t be completely built into around 2040. 

And it’s only 35 frames for a country the size of Germany, that is almost pointless. But the cost of these planes is, you know, 100 to $110 million in airframe. It’s a waste of money, especially for an airframe that is not appropriate for the German strategic needs. So why did the Germans do it at all? 

Well, two reasons. First, that implicit security guarantee you get from the Americans because you know, you’re using their hardware. Trump administration has shown that that is absolutely worthless. So that logic has gone away. And second, they want to learn the technology. And so what’s going to happen in Germany is because what’s going to happen a lot of places, assuming they continue with the F-35 program at all, it’s just so that they can do it long enough to master the technologies involved. 

Then they’ll, under the contract, walk away and use those technologies to build something that they actually have a use for. And at the moment, the only thing that looks sufficiently promising to replace ground strike air power, is a combination of air defense and drones. And in that the Europeans do have a couple things going for them. First is resources. Drones cost a lot less. The most advanced rocket drone that the Ukrainians have fielded so far only costs about $1 million, compared to a $110 million for an F-35. Smaller drones that are used on the battlefield to go after tanks are an order of magnitude less. 

And the anti-personnel drones that the Ukrainians have been kicking out in the millions because two orders of magnitude less. There’s also a range advantage of the shaheen’s that come out of Iran, much less the Ukrainian and the Russian. Duplicates of those technologies have the same range as the J35, and you can send them out in the thousands if you want to, which means that any sort of forward positioned air facility is going to have to have great jamming, because if a few of those suckers get through, you’ve lost airframes that you simply can’t replace. 

So the Europeans are terrified, and rightly so, because they have to turn the page on the technological book that they’re used to, but they have to do it because there’s no way they can build out the industrial plant that is necessary to generate what they need in time. There are only a very few countries in Europe that have been able to even try this, and it’s ones that started years ago, specifically mentioning the Swedes and the French, who have always had an independent defense identity and maybe mentioned poles, who have been working with the South Koreans to build out their capacity. 

They brought in a couple hundred tanks. They’re building out construction facilities right now with the intent of starting mass production next year. But even that might not be soon enough. So it’s drones, drones, drones, drones, drums. And if you look at what the Europeans were planning on spending on the F-35 program, it was supposed to be about $80 billion for procurement and then about another 220 to 250 billion for, life cycle. 

You know, that’s a lot of money that you can put in other things. And so the Europeans are going to be doing just that. So resources probably not going to be an issue because the technologies are much more appropriate to the needs the Europeans have than what the Americans would have sold them otherwise. 

The second issue provides even some more, hope and that’s Ukraine. Ukraine, out of necessity, has become the world leader in drone based technologies. And it’s got everything from those small first person drones that have a range of a few kilometers to fiber optic drums that are immune to jamming, that have a range of upwards of 60km long range ones like their rocket drones and their version of Shaheed, which can go 600 to 1000km. 

And increasingly, we’re seeing the manufacturing being more and more components that come from Ukraine itself right now. Probably, when they started, it was like 10 to 20% of the components were made in Ukraine. Now it’s closer to 70 to 80%. The biggest challenge of the Europeans are going to have is building out the industrial plant that’s necessary to build these parts. 

Right now, a lot of this stuff just comes from the United States of China, off the shelf. They’re gonna have to build that themselves. But the Ukrainians have shown, with a relatively strict budget on a tight timetable while under air assault, you could actually make a lot happen. So if you start doing this in, say, Belgium, while you’re in a very different security situation with a lot more money, that you can throw these problems. 

But perhaps the best advantage that you have of working with Ukraine? Well, there’s two of them. Number one. This is where the things are going to be used. And every drone that is used in Ukraine against the Russians is one that doesn’t have to be used in Germany, against the Russians. That provides you a lot more flexibility. Not to mention an amazing testbed. 

But second. The Ukrainians have promised to fully share all of their drone technology with any country that is willing to put boots on the ground in Ukraine, either as part of a peace agreement, as for on training, or to fight the Russians directly, and for the Europeans who are watching the Americans exit stage right. That’s a really attractive offer. 

Now, will this work? Revolutions and military affairs caused by changes in technology. These are tricky things. You don’t know what’s going to work until it comes up against its equivalent on the other side and up against legacy systems on the other side. 

the determining technology that I have identified at the moment. And keep in mind that, you know, anyone who makes these guesses is just that. 

It’s just a guess. It’s jamming. Because if you can prevent the drones from functioning, then they really can’t target anything. Now again, the Ukrainians have become the world leaders in electronic jamming technologies and the most expensive jammer they build right now is only $5 million. That’s like 1/20. The cost of what comes out of the United States. And the Ukrainian system is far, far, far superior. 

The American systems really can’t jam drones at scale. So you basically get the Europeans looking to bankroll Ukraine’s military industry with the hope of copying and advancing as much of it as possible as part of Europe’s own defense matters. Now, this doesn’t solve everything. They’re still gonna have to figure out infantry. They’re still gonna have to decide if they’re even going to have a navy. 

And at the end of the day, there are certain missions that you need manned aircraft for that drones can’t do. But that is today. If you had told me three years ago there’d be something called a rocket drone with a range of almost a thousand miles that was basically immune to jamming. I would have laughed at you. But necessity, invention, all that good stuff. The Europeans are operating under necessities lash.

The Revolution in Military Affairs: Weapons Sales

An F16 Fighter jet

Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do so?

Let’s start with the US weapons. They are designed for fighting like an American, aka fighting wars far from home against greater numbers and tough conditions. But that’s not quite what the Europeans need. The Europeans are facing off with a much closer adversary in Russia, who churns out cheap, mass-produced, short-range weapons like nobody’s business. And those Europeans should probably be taking a page out of the Russians playbook here.

So why is it that Europe continues to buy US weapons systems? Well, there’s that sweet little thing called an implicit security guarantee. You know, if you scratch my back, I’ll scratch yours. And sure, having weapons that are consistent across NATO doesn’t hurt either. Oh, and those billions of dollars that have already been committed aren’t helping. But, that oh-so-important “implicit security guarantee” might be crumbling.

If Trump continues down his current path, the Europeans can’t be sure that Uncle Sam will step in if (and when) they need him. So, it’s looking like it might be time for a sourcing trip somewhere else…

Transcript

Hey, all. Peter Zeihan here coming to you from Colorado. Today we’re going to talk about the geopolitics of weapon sales, particularly American weapon sales or what the US builds, the sort of weapon systems that fields. And so therefore what it sells are largely driven by America’s own geographic options and constraints. The whole goal going back to the time of reconstruction 150 years ago, has been to make sure that if the United States is going to be involved in a war, that it happens over there and not over here. 

So we have a forward deployed military, wherever possible, that tries to keep potential violence as far away from American shores as we can, preferably away from the entirety of the Western Hemisphere. And over the decades, weapons systems that we use, have evolved to mirror that prerogative. So we started with the Monroe Doctrine and blocked sea access to the United States. 

Then we projected out on our sea lanes, and then eventually with World War One and World War Two, were actually fighting in the Eastern hemisphere in major conflicts. And the weapon systems that have evolved since then reflect the fact that the bulk of the fight happens over there. So if you look at every weapon systems that the United States has, it’s built on two basic cons or three basic concepts. 

Number one, we will always, always be outnumbered no matter where we are. And so the weapon systems have to punch much harder than everybody else is to make up for it. Second, we’re going to be fighting at the very end of a very long logistical chain, which means that the US has to excel at logistics and have allies that can help with logistics. 

And then the weapons systems themselves have to be much longer range than anything they’re fighting against, both because basing can be limited. And we have to make sure that the fight is happening as far away from our bases as they possibly can. And then the third system is these systems have to be durable. So whether it’s the F-16 or the Abrams or the now the F-35, it has to be able to fight in a contested environment that will always be contested by a greater number of things. 

And it has to be able to take as many hits as possible before it goes down. So yes, the US Abrams is the most badass tank on the planet, can take several direct hits and probably just shrug them off. Things like the F-16 can actually take anything shy of a missile hit and keep flying. And of course, the F-35. 

It’s a stealth issue. These aren’t by accident. This isn’t something that the United States just stumbled across. It’s something that we discovered with blood and with money over the decades for what was necessary for us to project power. And it affects everything from the hardware to the alliance structure. The Russians have a very different system. The Russians knew that all fights are always going to happen on their immediate periphery. 

And so they don’t need a long range system. 

They don’t need an excellent logistical tale. They don’t even need durable stuff. They want numbers. They want to be able to mass the other side with more jets than anyone else can field. They can be short range. That’s fine. They’re fighting from their own territory. They don’t need to worry about the logistical tail. They don’t have to be particular lethal. Sure. 

Maybe the opponent vessel can take eight hits. Hit him with 100. And so you go for cheap, short range and disposable. You fight with numbers, which makes the American Alliance with Europe somewhat odd. Why the U.S. wants to fight in Europe is obvious. 

Keep the fight over there and why the U.S. wants American basing rights in Europe is obvious. You want that logistical tale in place with competent people. But why? The Europeans would purchase American weapons? That’s a bit of a mystery, because ultimately the Europeans know that their fights are going to be in their near abroad. The Russians are right there. 

And if Ukraine falls over there, right, right. Right there. So you would expect the Europeans to develop systems that are much shorter range, that are much less durable, that are much cheaper, that can be fielded larger and larger numbers. And when you look at the weapons systems that the Europeans have fielded themselves, most of them crowd into that category. 

And yet they still buy weapons from the Americans. In fact, half of their military procurement is from the United States. But their weapons systems that are broadly inappropriate for their needs. They do this for two reasons. Number one is the NATO alliance. If there ever is a fight, the United States assumes immediate control of all European militaries, and interoperability of military forces is critical, especially to the United States, considering its robust logistical needs. 

The second reason is a little bit more tutti frutti. The Europeans would like the Americans to offer the Europeans as many security guarantees as possible. And while NATO is there from a legal structure, using American systems implies a degree of involvement in European militaries, because the manufacturing is in the United States, the services comes from the United States, the technicians from the United States. 

All the equipment comes through the United States, and the weaponry comes from the United States. And so maintaining that commercial relationship maintains an implicit security guarantee that is every bit as important as the article five guarantee of NATO. Or at least that’s where we were a few weeks ago. The last few weeks, the United States has proven the Trump administration has proven to the Europeans that none of this means anything. 

United States is clearly moving away from supporting article five on any issue that matters to the Europeans, most notably Ukraine and Russia. The United States is publicly debating whether it should withdraw from military command of NATO, which is the basically the same thing is withdrawing from NATO itself, since it’s illegal in the United States for any other country to command U.S. forces. 

That would mean an end to the NATO alliance. and that is the explicit security guarantee. And the Americans have already withdrawn weapons support and intelligence support for Ukraine, which is, you know, the fight of the age from the NATO point of view, especially from the European point of view. And the Europeans seen that the Trump administration is directly militarily threatening NATO allies now in places like Denmark and Greenland. 

Everyone’s wondering, why did we buy any of this stuff in the first place? If ultimately the Americans simply are going to stop supporting it. And so the Europeans, every country is basically in the midst of having a debate with itself over whether and how to stop buying American weapons systems and moving to something that is more appropriate for their needs, their geography, and especially the war that is on their horizon right now. 

A great example is the F-35 Joint Strike Fighter, a fighter bomber with stealth capabilities. It’s perfect for the United States. It’s got stealth capabilities, got okay range, really good hitting power, very tough plane, largely pointless for everyone in Europe. It’s got too much range for what they need. Cost too much. Over $100 million per platform. And so far, the Europeans have committed to purchasing enough to spend about 75 to $80 billion. 

And then over the lifecycle of the jet, that’s another 250 to 300 billion. That’s a lot of money to spend on a relatively small number of planes that are not designed for your theater or your needs. And so the Europeans are looking to back away from all of those purchases and spend it on something that’s more appropriate. 

Now, at break of European purchase of American weaponry means a lot of things to a lot of people in a lot of places, and will require a lot of words for me to explain all the connotations. And that’s going to have to be tomorrow’s video.

Trump Calls in the Marines for California’s Protests

Photo of soldiers at the California 2025 ICE protests. Image by Wikimedia commons: https://upload.wikimedia.org/wikipedia/commons/f/f4/Los_Angeles_riots_-_June_2025_-_20250613.jpg

Anyone remember that 2011 movie called Battle Los Angeles? It’s beginning to look a lot like that again, just with a different kind of aliens this time.

Earlier this week, immigration enforcement began arresting suspected undocumented immigrants, which triggered protests. Trump deployed National Guard troops and Marines to LA, despite strong objections from the CA governor and LA’s mayor. Trump can legally enforce immigration laws and declare a state of emergency, so he stands on pretty firm legal ground.

The use of military forces like the Marines should be setting off alarm bells because this is not in their job description. Putting Marines that are trained for combat, into a situation where they will interact with civilians and act as law enforcement, is risky to say the least.

Perhaps the most interesting aspect of these protests is the scale. With CA’s size and political leaning, larger turnouts would be expected. Despite this, Trump clearly has no issues pushing California’s buttons, especially if it means political gain for him.

Transcript

Hey, all. Peter Zeihan coming to you from a hotel room where I’m about to give a presentation. I figured that with everything going on in California, I’d better say hello and let you know my $0.02 on what’s going on. Short version is that we have protests and a little bit of rioting in the Los Angeles area specifically. 

What happened is, a few days ago, immigration enforcement went into communities and started rounding up people that they thought may or may not be illegal. There have been several hundred arrests, and that has triggered protests and action. That has prompted Donald Trump to send in about 4000 National Guard troops from local units, over the objection of the la mayor and the California governor. 

And as of a few hours ago, 700 Marines have, joined them as well. So few things here to unpack. Step one. Does Donald Trump have the legal right to do this? Of course he does. Enforcing immigration laws is why Ice exists. So of course, Donald Trump can send in, their forces in order to root out what they see is an illegal community. Were these folks doing anything particularly bad? Not really.  

One of the things that, the Trump administration has discovered is that if you want to treat immigration as a law enforcement issue, the step one is to investigate and figure out if someone’s actually breaking a law aside from being in the country illegally. That’s what Trump campaigned on. But that takes time. And, per agent, if you can get an arrest every few days, that’s actually pretty good. 

And Trump wants to uproot people and hundreds of thousands moving into the millions. And so that just doesn’t get the numbers that Trump is after. So he’s going into places where illegal immigrants are known to congregate. In the case of this California case, they started at the Home Depot and went after the day laborers and then eventually went into the communities and places that were known to employ illegals. 

And that’s how this all got started. Can Donald Trump declare a state of emergency and mobilize the national Guard over the objections of local authorities? That’s a bit more mixed, but probably yes. The federal government political leaders have the right to declare states of emergency and bypass some of the laws that we consider to be normal, especially if you’re dealing with someone who isn’t an American citizen. 

So Governor Newsom and the LA mayor have both sued, and the initial court case will be heard, today when you’re seeing this on Thursday. But I really doubt it’s going to go their way. The courts generally give a very wide latitude to any administration when it comes to issues. Federal law enforcement, if there’s going to be a check on the president’s power in this specific instance, that’s probably going to have to come from Congress, because they’re the ones who determine when states of emergency can and cannot be declared. 

And at the moment, there doesn’t seem to be any appetite in Congress to challenge the president on this or any other issue. So this is probably going to work out just fine for Trump from a legal point of view. That, of course, leaves the practicalities. Honestly, if I were the one writing this headline, I’d be like only 17,000 people in California protest. 

I mean, the protest movement in California has this high on self-righteousness and huge. And to consider that we are now in, I reemerge April, May in the fifth month of the Trump administration, and we haven’t seen widespread protests. That’s kind of surprising to me, especially in California. So the numbers of people involved here, the level of skullduggery or violence, if that’s what you’re after, is really very, very low by normal California standards, much less by the standards of what the Trump administration say triggered the first time around. So, this is very clearly, from my point of view, Trump trying to instigate an issue, California is on the opposite side of the political aisle from this administration. It is the most powerful economy in the country, and arguably the sixth or seventh most powerful one in the world. And Trump would love to take it down a notch. Now, will that work? Well, that’s really up to the rest of the country and Congress. 

But I think it is worth pointing out that this has the potential to get really, really ugly. The military is designed to kill people. We discovered in the war on terror that we do not like it when our military is responsible for civilian control and law enforcement. They are not trained for it, and it’s only in the last 24 hours that the Marines have started to get trained on non-lethal munitions and things like riot shields. 

So they’re being deployed with minimal training, but a lot of testosterone into an environment that is becoming deliberately volatile. That is not the sort of mix I feel great about now. Legally, unless it’s things get really out of hand, the military can’t be used for law enforcement, so they’re technically there to protect, say, federal sites. The Marines are not a protection force. 

The Marines are go in there and kick some ass force. And so putting the military in this sort of position is really awkward for everybody. Now, the last time the California authorities requested government assistance for things like law enforcement was the Rodney King riots that dated back to, you know, the early 1990s. Anyone who participated in that has been long since left the federal bureaucracy. 

And another thing to consider is that Donald Trump’s gutting of the federal bureaucracy goes up, and to include the military itself. So most of the people who would tell him that this is a horrendously bad idea have already been fired, and we’re all going to have to learn the hard way.

The Revolution in Military Affairs: Series Intro

Photo of a solider throwing a drone into the air

Today, we’re launching into our new series on the future of military affairs. Before we get into what is coming, let’s first discuss what past revolutions in warfare have looked like.

The industrial era brought about the first major shift, with the rise of mass-produced weapons, railroads, and field hospitals. The second shift was seen in the late 20th century as digitization led to the introduction of precision-guided weapons and satellite systems. Now, we’re entering a third revolution.

With breakthroughs in digitization, energy transfer, and materials science, we’re seeing things like drones change the way wars are fought. Without adaptation and changes to traditional infantry and armor, these forces will soon be obsolete.

Some are better positioned for this coming revolution; take the US for example, they have money, industrial infrastructure, and they’re not in a major conflict. Other countries, like Ukraine, will be the guinea pigs for this coming technological shift. However, this new era of warfare will sneak up on everyone eventually…

Transcript

Hey, all. Peter Zeihan here. Coming to you from Nashville, Tennessee, right outside the Country Music Hall of Fame. Today we’re launching a fresh series on the future of military technology and specifically how it’s going to change strategic efforts by various countries, and the policy that goes along with it. And before we can go forward, we need to take a big step back and understand the last couple of major revolutions in military affairs. 

The first one really begins with the dawn of the industrial era, and how the advancement of things like gunpowder and steel and electricity started to interface with the way we ran the military and the conflicts in question, or the Crimean War of the 1850s and the American Civil War of the 1860s. 

Both of these conflicts, we saw technologies that had been percolating for decades suddenly come into their own very real way, where they could be mass produced as opposed to individually crafted. 

And it changed the nature of war ever since. These include things like rifling muskets to give them better range and faster reloads and lower breech chance. This includes the, early efforts with the telegraph for mass communication and sending information to and for very quickly, the railroads for the rapid distribution of troops, field hospitals to prevent casualties from turning into fatalities. 

And of course, things like the ironclad, which gave rise to modern navies and all of these cases, if you were using a pre-industrial military force, if you came up against these forces, you were pretty much wiped out. The ratios were absolutely horrific and the more militarized of the countries did better. So this is not just having a little technological edge. 

This is operating in a fundamentally different technological era, Stone age versus Bronze Age versus Iron Age versus sedentary agriculture versus industrialization. It was one of those kind of seminal jumps that redefined what was possible. The Crimean War, I think, is particularly instructive because you saw the early industrial powers, most notably the Brits and the French, going against a completely, industrialized power, primarily Russia. 

And they laid a few miles of rail track and set up a couple of field hospitals. And that alone was enough to absolutely gut the Russians. The Russians simply could not maneuver fast enough to keep up with what the Brits could do. Via rail on the Crimean peninsula. That’s phase one. The phase two of the revolution. And military affairs happened much more recently, in the 1980s and then into the early 1990s, which digitization, basically taking the computer and applying it to military technology, started out in the Gulf War in a very big way with things that we call Jams now, joint direct attack munitions, where you take a relatively dumb bomb, put a fin kit on it, and a GPS locator can hit within about ten meters of its target. We’ve obviously gotten better since then. That against the Iraqi army. The Iraqis had no chance. And then you throw in things like not just satellite reconnaissance, but satellite communications, and you get cruise missiles and all the fun things that come from that direction. 

And that is now kind of the leading edge of what is possible with the US military today. And again, when we hit this point at the end of the Cold War, there was no competitor. And so every country that the United States came across was two, maybe even three generations of weapons behind. And there really hasn’t been a fair fight since. 

Unless the United States is in a situation where its advantages are denied it, like, say, in a long term occupation in a place like Iraq or Afghanistan, we are now at the verge of something new. In the last five years, we’ve had ever mounting breakthroughs in a number of sectors that are not related to military technology, most notably digitization, energy transfer and materials science. 

And those three building revolutions are combining to generate an entirely new form of warfare, of which drones are only the very leading edge. We don’t know where this is going to go. We don’t know what the military technologies are going to look like in ten, 20, 40 years. But we do know from previous periods that when the old technology comes up against the new technology, things get really exciting really quickly because either the new stuff crashes and burns because it’s inappropriate, not ready, or the old stuff is destroyed and everyone has to rip up the playbook. 

It appears at this moment that it’s going to be some version of the latter in the Ukraine war. To this point, about two thirds of the fatalities that the Russians have suffered have been because of first person drones, which is not even a particularly sophisticated technology that combines digitization, material science and energy transfer. It hasn’t gone into the second generation of technology yet. 

We’re still and basically mass producing cheap things with a small explosives on. Once the kinks get worked out, it is difficult to see any military, most notably infantry and armor, surviving in the new environment unless they can develop their own countermeasures, which will mean an additional technological revolution. So we’re nearing the point now where we need to start having the conversation as a country, as a culture, as a military, as to what it is that we want, what we’re willing to pay to get it, and how big of a technological jump we’re willing to take to try. 

Now, in this, the United States has a couple of advantages. Number one, cache. Number two, a existing military industrial complex that can always be retooled. But third, and most importantly, at the moment, we are not in a hot conflict. And the countries that we are most likely to be facing down Russia, China, Iran are already in this technological shift. 

So we get to watch what they do and learn a few things in this. The Ukraine war is going to be most instructive, because the Ukrainians have been at the vanguard of this entire transition process and are coming up against a much larger conventional military being supplied by the Chinese who are providing the bulk. And yet they’re still there. 

And that should tell us a lot of what we need to know about the technological changes that are going to be sticking with us for the years to come. 

Bottom line. The human race is about to experience a higher form of war. That means, of course, new weapons. But from that comes new everything else.

Should the US Military Invade Mexico?

A military scout on overwatch

With rising violence in Mexico, is it time that the US military steps in? To quote Michael Scott, “No God please no!”

The spike in violence can be attributed to the rise of fentanyl, an easy to produce synthetic drug. This has led to the fragmentation of cartels into smaller and more violent actors. On top of that, the Sinaloa cartel has splintered due to US-led efforts in dismantling its leadership, causing further instability in the region. And the relatively new kid on the block, Jalisco New Generation, likes to lead with an iron fist. So, Mexico’s security landscape is in shambles.

But does that mean the US military needs to step in? There are a few ways to answer that question, but the bottom line is that the US needs to stop doing drugs!

Transcript

Hey, all. Peter Zeihan here coming to you from above Telephone Canyon and Zion National Park. Today we’re taking a question from the Patreon crowd, specifically considering that over the last year, Mexico has just gotten more and more violent, is now the time to consider some sort of U.S. military action across the border? The short version is. Oh, God….Please. No. But it it’s a real question. I don’t mean to dismiss it. We do need to break this down. First things first. We need to understand why the violence has gotten so much worse. And it has really nothing to do with policy in Mexico. It has to do with the nature of the drug war itself. 

For the longest time, the drug war was about cocaine. So that was a mechanic that we understood. There was a supply chain that we knew was an agricultural product. It was produced in the Andean region of South America, and then it was shuttled by plane or boat, north to Central America or southern Mexico, where it then got into the hands of what we now know was cartels and moved its way north to the US border, where it was then distributed by the gangs. 

Over time, this structure has evolved. Central America is a relatively new addition to the trafficking route because we got better at interdicting things at seas. And we went from having one giant cartel to regional cartels and then ultimately, ultimately local cartels. There are more coalitions now than hierarchical organizations. 

Anyway, that’s how it was in the last few years, fentanyl has exploded upon the scene, and fentanyl is not an agricultural product. It is a synthetic. It is made in the lab. And it takes very few people with very little experience to cook up hundreds of thousands of doses in a very short period of time. So all you have to do is basically get some synthetic, components, cook them together in your garage, literally, and then cut them into powder and mix them tablets. 

So if you do a gram of cocaine and don’t do cocaine, it represents somewhere between 4 and 8 man hours of effort from the point of view of the plantain to the bailey and to the processing, to the shuttling, to the smuggling, where is if you take a hit of fentanyl and don’t do fentanyl either. 

It represents just a few man seconds of work because it’s so much easier to produce. Well, what this has done is change the cartel landscape. 

So two things have changed. First of all, the organization that is today, the Sinaloa Cartel, a large cartel, largest drug trafficking organization on the planet, under the Obama administration, we captured, El Chapo and basically beheaded the organization. And it’s been basically experiencing a slow motion, disintegration from an organizational point of view, ever since its fracturing. 

And those factions are becoming, violent with one another. That was accelerate in the last couple of years when the United States and Mexico, working together, managed to get a few other, senior lieutenants. In the meantime, the replacement cartel called Wholesale New Generation, is an order of magnitude more violent. And not nearly, as corporate, in terms of its activities, and they see intimidation as a much more potent tool for shaping local behaviors than bribes. 

So that’s part of the violence. The other part is the fentanyl side, because any mom and pop can basically cook up $1 million of the stuff in their garage over a couple of weeks. 

We now, instead of having three broad cartel alliances, have literally hundreds of small organizations that can basically print cash with fentanyl in a short period of time, and they don’t see the reason why they need to be part of the cartel structures. 

And so most of them have basically gone into business for themselves. Think of it as the digital economy where everyone has a gig, except for the gig is fentanyl. You put all that together and you now have, instead of some large cartels that kind of hold together like Sinaloa used to. 

You know, how hundreds of small, crime organizations out for themselves? These two things together have basically made Mexico a bit of a shit show from a security point of view. Now we can start talking about what the United States can do. Basically, there’s five options. Only one of them doesn’t suck. The first option, use drones, monitor the border, maybe even do some targeted strikes. 

We’re kind of halfway into this already. The Mexicans tried to talk us out of doing border monitoring. But Trump administration didn’t care. We haven’t started using the drones in an armed capacity to strike on the other side of the border. And honestly, this doesn’t do a whole lot. I mean, yes, you can see the border and go deeper, but consider the volumes involved. 

If you have 20 pounds of cocaine in a backpack, that’s a quarter of $1 million. If you have 20 pounds of fentanyl, pure fentanyl, and you want to bring it across the border and cut into pills, that could be up to $10 million. So you’re not going to pick that up with a drone, that can be smuggled in your glove compartment. 

It just it’s not an effective tool against that type of activity. It’s not that it does nothing. It just doesn’t do much. So that’s one number two, we’re at the point we’re starting to discuss this. Start sending special forces across the border, and going after the cartels themselves. Now, this is something we’ve actually already started, kind of doing. 

There is a task force based out of El Paso, as it’s been explained to me, that is Mexican citizens, but they use American equipment, American Intel, they have American distribution. They use they use American intelligence. They’re paid for by the United States. They’re just Mexican citizens, but they go every day south of the border and basically bust heads in the cartels. 

But because they’re Mexican citizens, it’s not considered an invasion. Now, this has been going on for well over a decade. And while I don’t want to say that it hasn’t achieved anything, it really hasn’t moved the needle very much. So if all of a sudden you’re gonna start throw some Rangers and Seals into this, all that does is ramp up the angst probably doesn’t change much because as we have seen with El Chapo and his sons, the torpedoes and other leaders of the cartels, when you take out the guys at the top, the rest of the organization doesn’t fall apart in the traditional sense. 

It just goes at its own throat as there’s a fight for succession and it breaks into smaller and smaller and smaller pieces that are more and more and more violent. So it feels good to get the guys, sure, but it doesn’t actually change the math on the ground except make it more violent and have more independent producers and trans transporters of the drugs. 

Option number three, which I have not seen seriously considered but has been floated out there, cross the border with the army and encircle and administer, take over, invade, take over, conquer all the border cities, places like Juarez, and Tijuana. 

20 pounds of cocaine is a quarter of $1 million. 20 pounds of fentanyl is $10 million. Even if you move the border, there’s still a way through, especially if you’re going to have a commercial relationship with a country like Mexico that is our largest trading partner in every economic sector manufacturing, agriculture and, energy. So putting Americans in charge of security south of the border, you know, to be perfectly blunt, we tried this for 20 years in Afghanistan, in Iraq, countries where we did not care and were not exposed to the local economies. 

In Mexico, we are. So if you were to do something that breaks down those corporate relationships, then you’re talking about having a recession in the United States, it is at a minimum four times as bad as what we went through back in 2007 to 2009. I would recommend against that. The final one is, even more dramatic, but might not be quite as bad economically. 

Draw a line in Mexico that roughly goes from Monterrey to Durango, and just take everything north of that line. Basically have a second Mexican-American War, where you, the United States, basically annexes the northern states that are most tightly integrated with the United States, establish a security line south of that, where you basically build a new wall that as much shorter and perhaps more effective than the stupid one that we’ve got on the northern border right now, because all that one did was build a bunch of construction lines and roads across the desert and made it easy to cross. 

Dumbest thing we’ve seen in a long time basically increase the economics of illegal migration. But if you do it further south would be shorter and keep all of the industrial plant that is integrated into the United States north of that line and basically just swallow annex parts of Mexico and make them part of the United States. The economic case for that is more robust. 

The security case for that is more robust. You’re simply invading, conquering, 30 to 35 million people and trying to make them Americans. Now again, we tried a version of this in Iraq and Afghanistan, just because I think it’s a less horrific option than just grabbing the border cities, does not mean it gets the zillion stamp of approval. 

But unless you’re willing to consider something like that, there is no military option here that makes any sense. Which brings us to the fifth option. We could stop using fentanyl, cocaine.

Ukraine Strikes Russian Strategic Bombers

Imagine of a drone firing missiles

Ukraine just did more to enhance American national security than any country since 1945. Here’s what went down…

Transcript

Hey all. Peter Zeihan here come to you from Colorado where we’re about to get a storm. Anyway, it is the 1st of June. You’re going to be seeing this tomorrow, on Monday the second. And the big news is, a few hours ago, the Ukrainians launched what is the most significant strategic attack on Russian territory since at least World War two? 

What? It seems that they did is they took a bunch of trucks, some flatbeds loaded sheds on top of them and drove them deep into Russia, like, thousands of miles into Russia, and then parked them and remotely retracted the ruse and launched over 100 drones and sent them at two air bases where they took out strategic bombers by strategic mean long range bombers whose primary purpose is to nuke the United States and hit, naval convoys that are crossing the Atlantic to support the Europeans in case of a Russian invasion. 

The tradecraft of this, the defense craft, the audacity of this is immense. And the damage caused was immense. The simplest report I have seen, the lowest casualty report, suggests at least 40 of these long range aircraft were destroyed. There are some indications it was a lot more than that. It’s not just that. This is billions of dollars of equipment, that it would take the Russians literally over a decade to replace. 

It’s the nature of the weapons involved. 

What? The Ukrainians did not particularly sophisticated drone. The audacity was getting the drones into target and launching them from relatively close in the. The real importance is what was hit, these weapons can be used. They have been used in order to bomb Ukrainian cities and military sites. 

There’s no doubt there, but not from where they are currently based. The two locations in questions are acute, which is way out in Siberia, basically further from the Ukrainian border than Miami is from Seattle. And the other one was up in Murmansk. Basically at the Arctic Circle. These are not locations that the Russians would be using to do tactical in theater attacks on Ukraine. 

These are where you put your bombers when you’re getting ready to bomb the United States. And for those of you who are Russian apologists, the Russians have never stopped getting ready to bomb the United States. So fuck off. Anyway, this is the single biggest strategic achievement for American security since at least 1945. We have never had any ally deliver this sort of blow to someone who is targeting the American homeland and to take out so much military capacity that was designed around hurting the United States in this. 

So when I think of the political ramifications of this, I have to think of something that Donald Trump said when he had Zelensky in the white House. You don’t have any cards. You can’t hurt Russia. That is clearly now false. The question is whether there’s someone in the Trump administration who’s smart enough to realize what just happened and brave enough to make policy around it when it goes opposite of what’s been coming out of the white House for the last few months. 

Ukraine just proved in the day that they have what it takes to guarantee American security. And that’s probably going to take us some really interesting directions.

The Future of Piracy (ARRRGH!)

Photo of a pirate ship on the seas

As the US withdraws from its position as global protector of the seas, will the age of pirates return once more? Okay, maybe Blackbeard won’t be making a comeback, but piracy will have a role in the future of trade.

Countries are likely to fall into one of two camps: combating piracy or embracing it. And it will largely depend on self-sufficiency. Places that need a little outside maritime help (especially for energy imports), like France, Italy, Japan, and Southeast Asian nations, will oppose piracy and protect shipping routes.

For places like Turkey, where trade happens over land, and they are largely self-reliant, more aggressive policies like protection rackets might become the norm. We could even see a bloc between Turkey, Israel, and Egypt form, leveraging the different strengths of each nation.

And of course, there will be some exceptions. A country like India might oppose piracy to its west but tolerate it to the east.

The decline of global maritime stability will lead to the regionalization of control, with different powers making the rules in each route. And if there was a place to watch, keep an eye on critical energy routes in and around the Persian Gulf.

Transcript

Hey, Peter Zeihan here coming to you from Kodachrome State Park in Utah. And today we are taking a question from the Patreon crowd about piracy. Argh. And the idea is, as it becomes obvious to everyone that the United States is incapable of maintaining freedom of the seas for commercial shipping. What sort of states fall on which side of the divide? 

Pro pirate or anti-pirate? Great question. Okay, so, the dividing line between those two groups, those who will become pirates and those who will fight the pirates basically comes down to the degree of self-sufficiency that they have. So if you have your own food, your own energy, your own manufacturing capacity, and you’re not dependent upon the seas for transport for any of those things. 

Then all of a sudden, piracy looks like a really interesting option. And you can do this as a group with other countries that are like minded or part of a network. However, if you’re on the flip side where you are dependent upon cross seas transport to maintain anything, then all of a sudden pirates are the bad guy. So let’s start with the folks who are going to need to maintain a degree of connection. 

At the top of that list are going to be France and Italy. These are countries that are regional powers, have reasonably powerful navies that are about right size to their needs. But far more importantly, they are going to need at least limited degrees of interaction with other regions. In both cases, you’re looking at countries that, for example, need to import almost all of their oil and natural gas and that absolutely has to come, from the water. 

So the French Navy, the Italian maybe are going to look, very negatively at things like pirates when it comes to their national security. Let me continue with that list of countries, Southeast Asian Japan, countries that, for a mix of reasons, are going to maintain, a naval presence. Japan is pretty self-explanatory. 

It’s very poor in natural resources, most notably energy. Southeast Asia is a cluster of countries that I think are actually going to do really well moving forward. Their agricultural conditions are pretty good, their energy conditions are pretty good. And there a series of peninsulas and mountains and highlands and jungles and islands. That means that they have to integrate via water, as opposed to integrate via land. 

And so anyone who could be sand in the gears is going to be a problem. And I can absolutely see the Japanese and the Southeast Asians for any number of reasons, collaborating moving forward. Again, somebody who would be the sand in the gears. Now, the problems that these groups Italy, France, Southeast Asia, Japan are going to face are unfortunately fairly close to home because in both cases, you’ve got blocks of powers that really don’t fall into these categories. 

Most of their interests are on land. And at the top of that list, if you’re looking from the west side in the Mediterranean, that’s Turkey. Now, Turkey is already a massive industrial power, and it has been moving in the direction of a more coherent industrial policy for the last 20 years, as the Europeans have basically started to age out. 

The Turks know in their bones that over the next generation, any product that they’re going to need, they’re going to have to produce themselves. And they’re probably going to do this with some countries, like I say, in Southeast Europe, most notably Bulgarian Romania. But when it comes to say, energy Iraq and as a region are right there, you don’t need to sell to get to either of those places. 

So you can see the Turks being very, very aggressive in enforcing basically protection rackets in the eastern Mediterranean. The only real question is whether or not Israel and Egypt are going to join them or be hostile to that sort of effort. It would make so much more sense for all three powers to be aligned in a bloc, because Israel has the air power and the intelligence capabilities. 

Egypt controls the canal and just has a sheer mass, as well as not insignificant energy reserves of its own. The three of them together would be a very powerful bloc that be very hostile to anyone who is on the outside, most notably the French and the Italians. And if this starts to feel like Middle Ages political alignments, you’re not wrong. 

On this other side of the equation in the Indian Ocean. The power to watch, of course, is India. India is, self-sufficient in its food. It’s becoming a massive industrial power already that’s going to probably double as the Chinese system collapses. But the real fun thing to keep in mind is, while the Indians do need to import a lot of energy, they’re really the first major market out of sight of the Middle East. 

So I can see them being a hybrid position to their west. They’d really frowned upon piracy to their east. I think piracy is a wonderful idea. So I actually see India as being the country that’s most likely to get into privateering. And privateering is basically state sponsored piracy. They would just have a very geographic area where they would support it, and then a very specific geographic area where they would not. 

So that’s kind of the sum up. It’s all about how you regulate energy going to and from the Persian Gulf, because when it comes to big global manufacturers trade, that’s pretty much dust in the wind at this point. And anyone who is anyone is going to be looking for a more stable partnership. And if you’re in Europe, that means you have to basically make do with what you have. 

If you are in Asia, you might be looking across the Pacific towards the Americas, but you’re certainly not going to look at going through zones that are interrupted with places like Turkey or India who are going to be out for their own good. All right. That’s all I got. You guys take care.