U.S. Boots on the Ground in Nigeria

Silhouetted soldier against a black background

Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria.

This is important for several reasons. Nigeria is Africa’s most populous country and a dominant power in West Africa. Russian influence has stretched across Africa and into Nigeria, so U.S. involvement could help counteract that. And this marks a significant shift for the Trump administration, as the U.S. will get firsthand insight into Nigeria rather than relying upon speculation.

We’ll see what Washington does with the information gleaned from the boots on the ground, but U.S. policy in West Africa could be reshaped in the coming months.

Transcript

Hey all, Peter Zeihan here. Coming to you from Colorado. Today is the 17th of February, and the news is that 100 U.S. troops have just arrived in Nigeria to help train local forces in anti-terror operations. It’s the first batch. Another hundred or 200 is expected to come in the next several days to weeks. Why Nigeria? Why now? What matters? So if you go back to Christmas season, December, the big story that was making the rounds in MAGA was that Nigeria was massacring Christians and oh my God, we got to stop them. 

And so on Christmas Day, Donald Trump bombed a, jihadi, stronghold in northern Nigeria. First time we’ve done military operations in Nigeria. The Nigerian government internally was kind of pissed off because this is a country of 230 million people. It has dozens of ethnicities. The northern part of the country is more Islamic and drier than the South, which is more Christian and tropical. 

But, the militants that have been operating in the north, they don’t care who they, kidnap, they kidnap anybody, so most of this was just a collective MAGA, fabrication, which, you know, we’ve seen a few of those before. But this time it resulted in the United States actually bombing someone, which is generally not a good reason to do it. 

Anyway, the Nigerian government was really pissed off. But rather than be pissed off in public, they said, you know, you’re right. We do have a militancy problem. Why don’t you come help? And Trump did. Now these are not combat troops. These are advisers, but they are now getting enmeshed into, this situation in Abuja. And further north, and we’ll see what happens. 

This matters for three reasons. Number one, Nigeria, 230 million people. Significant energy producer, based on the day, exporting somewhere between 1 and 3 million barrels a day, although it’s pretty chaotic. So it’s usually on the lower end of that. 

It is the clear superpower of West Africa. It is the most populous nation on the continent. It matters in a great many ways, and in times when Nigeria is able to hold itself together, it projects power to an entire neighborhood. And in areas when it’s not able to hold it together, it falls into civil war. So anything that helps Nigeria hold itself together is generally good for the region and US power production regardless. 

Number two, we are seeing some of the outcomes of the Ukraine war on another continent here. So one of the things that the Russians did right when the Ukraine war was getting going is they tried to stir the pot everywhere they could to cause as much chaos. And civil conflict as they possibly could. And in the Sahelian region, that’s the dry area that’s south of the Sahara Desert, but north of the tropical belt. 

They targeted the French position and they basically went in under the guise of counter terrorism, counter Islamic terrorism. They encouraged Islamic terrorism to continue. And cut deals with regimes that were in the process of having coups. We called it the coup belt for a while, to push the French out. The French have now left all of French West Africa, Burkina Fastow, Mali, countries like that. 

And so we now have these, arrangements of pro-Russian tinpot dictators that are basically raping their country and running mining interests for the Russians, whereas the militant groups have been able to spread beyond those countries into places like northern Nigeria. So anything that pushes back of that tide is generally a good thing too. And again, consolidation Nigeria is probably the best bet at this point because the first line of defense, the French forces in the region are now gone. 

Sorry, U.S. forces for that matter. So that’s number two. Number three. 

The Trump administration just put it into a position where it has now has sent forces into an area specifically with the goal of finding out what’s going on. That’s the first time that’s happened in this administration. Usually they just rely upon rhetoric and whatever circling through the conspiracy sphere. Now we actually are going to have a couple hundred troops interfacing with the Nigerians on a daily basis, getting a feel for what is a very, very complex country and a very, very complex security environment that doesn’t match the story that you hear on the web. 

What they do with that information is going to be really, really interesting. I don’t mean to suggest the United States has, like, immense interest in this region, but as a rule, anything that holds Islamic terror at bay and keeps them in worthless territories is a good thing. If this is able to penetrate into central or, God forbid, southern Nigeria, then we’ve got a very different situation where the entire region would become unmoored. 

So, you know, kudos if this works out. But right now the government of the United States is still very, very, very early in a fact finding stage. And once they have the information in front of them, they will then have to make a decision and balance against what we are hearing in the MAGA sphere, which is largely the opposite of what is actually happening. 

That’s going to be an interesting conversation that will happen a few months from now.

The Ukraine War, Drones, and Starlink (Bonus Video)

A starlink rocket

Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting Starlink terminals to drones.

This highlights a broader evolution in warfare, in which private tech platforms can now control information flows and battlefield capabilities. Gone are the days of nation-states being the only big dogs at the table.

This new era shows that individuals and corporations can shape warfare, security, and media ecosystems at scale. This isn’t going to sit well with most governments, so expect a large geopolitical shift as a result.

Transcript

Hey all, Peter Zeihan here. Coming to you from Colorado. Today we are talking about a new technology that is evolved and how it’s, linking into other social issues that we’ve been discussing from time to time. It involves drones in Ukraine and the company Starlink, which is owned by Elon Musk.

In Ukraine, about two thirds, maybe closer to 75%, based on who’s numbers are using, of the casualties had been inflicted in the last three years of the war, have been inflicted by drones and most of those drones, what you call first person vehicles.

So you’ve got a, a drone that is controlled by a radio controller, and it goes off and blows into something, but it’s directed by a person the whole time. And the chief technology and countering that to this point has been, jamming, which the Russians are pretty good at. And the Ukrainians are become very good at. So the way you get around jamming is you have a fiber optic spool of cable on the back of the drone that just kind of just let out as it flies.

And then that can’t be jammed. It has to be destroyed some other way, which is very, very hard to do. While the Russians have hit on a new strategy, Starlink is the company that has several thousand satellites up in orbit and is providing internet coverage to everyone who can pay for it, especially in remote areas like where I live and, well, The Russians have started using portable units. You’ve got your normal corporate units or your house unit, which you put on and you point up at the sky, but you also now have these smaller units that can basically mount on a car or even carrying a backpack. The Russians have started putting those on drones and using those to send drones, not the 1015 miles you can with a first person drone or a wire drone, but hundreds of kilometers so you can attack things deep within the country.

The legal implications of this are pretty dark. Because this isn’t like having a computer chip that you sell to someone and eventually ends up in a drone. You’re not controlling that computer chip or enabling it over its operation. But with Starlink, you are using the active satellite network for a data connection, and then you control the drone through the Starlink satellites.

So you can’t basically have it intercepted conventionally, and you can use it to drive it in whatever building you want. And we now have footage that has come out of Russian channels of the Russians using this to target things like government buildings and schools and playgrounds and malls and most famously of recently, a moving train full of civilians.

Elon Musk has, taken a very direct position to confronting this, he’s basically called the European ministers who have brought this to public attention, drooling morons and has said it’s not being used this way at all. And so the Ukrainians went through the wreckage and pulled out several dozen Starlink units, complete with their serial numbers, and said, guess again.

And in the last ten days, Starlink has started to change the way they regulate their receivers in the vicinity of the war. So, for example, if you’ve got a Starlink unit that’s going 45 miles an hour not on a road, it’s probably a Russian drone, and they’re starting to shut down some of these things, which is having some really big problems for the Russians on the front line, because over the course of the last couple months, this had become the primary method for inflicting damage on Ukraine.

And if you’ve been following news, you know, there’s been a lot of hits on power plants as well as trains that provide the fuel to the power plants. Almost all of those were operated by Starlink and powered drones.

From a legal point of view, this is a pretty big deal because here in the United States, when something is used in that way with you actively allowing and empowering your product to cause a death and destruction, it’s called depraved indifference. And if someone dies as a result of that operation, it’s a second degree murder charge. And now we have dozens of cases where it’s basically been confirmed that Elon Musk’s Starlink company was actively involved in abetting, Russian attacks on Ukraine that were deliberately designed to kill as many civilians as possible.

At the moment, that seems to be addressed, but that’s peace. One piece, too, is what’s going on elsewhere in the world. One of the things that you have to keep in mind is that when it comes to free speech, the United States has a relatively different position compared to the rest of the world. We’re really iconoclastic about it.

And we especially when a new technology is involved, we want to like, see where it’s going to run before we put any restrictions on it. So the iconic example is The Telegraph, which came out after the Civil War during reconstruction. The way media worked in the United States before that was everybody was basically a local newspaper. There really weren’t any regional, much less national papers, because you couldn’t get the paper delivered in time for it to matter.

So you had all of these local papers, and all of them basically had their own political views, and they basically lied about the other side. But because it was all local, no one really cared. Once the Telegraph came out, the lies could go national instantly. And we started to get a much more visceral politic, which has continued to this day.

And it even got the United States involved in a war, because if you remember Pulitzer, he basically accused the Spanish of blowing up the USS Maine in Havana Harbor. That’s not how it went down. It was just an internal ammo explosion. But the Spanish got the blame. Americans got all riled up. We went to war.

We’re kind of in an echo of that situation now, elsewhere in the world, where they take a much more nuanced view to things like free speech. They’re starting to get upset with what in the United States is functionally a right to lie is what it’s starting to be called, because it’s exactly what it is. The idea is that no matter what you say, no matter what the social media platform is, you can’t be held legally liable for it, regardless of what you said and what your intention is.

That’s not flying very well in the rest of the world. So in some countries, like Brazil, they’re establishing a national authority that evaluates what people are saying, what they intended, and if it’s false and the intended harm, they’re starting to prosecute people in other countries. They’re simply restricting the use of social media for minors with 16 years old kind of being the general threshold against these people.

Elon Musk is also very, aggressive, calling them totalitarians or dictators, specifically the Spanish, prime minister, who Spanish is the most recent country to kind of follow that path. We also have a number of European authorities, French, most notably, they starting to raid, Elon Musk Company’s offices, specifically X or Twitter to everybody else, because we now have programs running in the background of Elon Musk, media companies that, will if you just ask them, take a photo of anyone and turn it into a porno for you.

And, you know, that’s a little ugly. And apparently it’s really popular among the pedophiles. So we have this captain of industry in the United States that is basically arguing that child porn is an inalienable right, and that really doesn’t resonate with a whole lot of people. And so we’re starting to see this combination mindset starting to bubble up in a lot of places, most notably Europe.

That Elon Musk personally and his companies in general have become both a cultural threat, a safety threat, and on the other side, a security threat because of what’s going on in the Ukraine war. I don’t have a good solution for this, but I think it’s worth pointing out that live in an era where the nation state was basically the determiner about what happened with things like physical security and media.

We now have this person, Elon Musk, in his company, Starlink X, and the rest that have built this alternate constellation of power that doesn’t just control information, but now can control military munitions. That’s not something we’ve really seen since the early days of the telegraph and industrialized warfare, but this time it’s much more personal and precise with its application where this is going to go, I don’t know, but I can guarantee you that Elon Musk will not be the only one.

He won’t be the last one. And we will see things like this picked up by nation states in the years to come, so that we have not just conflicting and deliberately clashing narratives, but conflicting and clashing security systems in a way that most countries can’t even pretend to deal with. Starlink already has thousands of satellites up there. How do you combat that?

So bottom line from all of this, it’s a brave new world already. And we’re going to see nation states like the European start to see what they can do to rein in or redirect institutions like the one that Musk is building, which of course, will lead to some sort of at least indirect clash with the administration on this side of the ocean.

We’re only the very beginning of this sort of overhaul of how the world works, and I have no idea what it’s going to look like five years from now, much less on the other side.

India Takes on the Shadow Fleet (Bonus Video)

An Indian War Ship off the coast of India with fishing boats on the shore

India’s navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the bandwagon, marking the end of the shadow fleet.

Disruptions to the shadow fleet wouldn’t just impact Russia’s key export income, but also global energy markets. With 3-4 million barrels per day funneling through the shadow fleet, everyone would feel that. India has maintained close ties with Russia, so this move comes as a surprise to many and signals a major realignment.

As I’ve said in other videos covering the shadow fleet, once the first domino falls…the rest will quickly follow. We’ll just have to wait and see if India is willing to topple the first one.

Transcript

Hey everybody. Peter Zeihan here coming to you from Colorado. I have kind of a weird one for you today. There was a report in the Wall Street Journal today confirming information that was originally released on the Indian Navy’s Twitter account. That was then subsequently deleted, that the Indian Navy has been carrying out raids and capturing shadow vessels in India’s exclusive economic zone. Starting almost two weeks ago on February 5th. Today is the 17th. 

Back story. The shadow Fleet is a group of roughly 1000 oil tankers that carries crude for sanctioned countries, most notably Venezuela, Iran and Russia. And apparently, these ships, the three ships that the Indians have so far grabbed, come from some combination of those three, with the Russians absolutely involved. 

The United States, after it captured the now former president of Venezuela, Nicolas Maduro, has gone after the parts of the shadow fleet that were actively carrying Venezuelan crude at the time, chasing them up on their way to Europe, chasing them into the Indian Ocean, I believe about eight have been captured so far. Eight out of a thousand is not a lot. 

But when the world’s naval superpower decides it wants to do something on the high seas, it’s really not hard for the United States to do it. And now it appears that the Indians are getting in on the act as well. This is really interesting from my point of view, for three reasons. Number one. Once another country joins the United States in targeting the shadow fleet, it’s probably only a matter of days. 

Two weeks before many, many other countries do it. There are a lot of countries that don’t like Venezuela or Iran or Russia. Especially the Europeans. And now that India of all countries is joining in, we should expect a couple of dozen other countries to do so as well, which would completely remove the shuttle fleet from functioning, in less than a few months, considering that there’s something like 4 to 5 million barrels a day transported in this matter that can have a really big impact. 

Economically or politically, based on who decides to take advantage of the situation. So that’s one. Number two, the fact that, the Indians are involved. India has been the second largest beneficiary of the shadow fleet since it really started getting going in the early days of the Ukraine war back in 2022. Basically what happens is someone affiliated with Russia or around or Venezuela goes out and buys a decommissioned oil tanker that probably doesn’t match current safety norms, gives it a fake insurance policy, puts a fake flag on it, and sends it to pick up the crude from one of those three countries. 

That crude then comes somewhere in the high seas, where it comes up against another shadow vessel, and they pump the crude from one to the other in a sea to sea transfer. Relatively dangerous. But these guys are busting sanctions anymore, so that’s not their primary concern. That then happens once, twice, three times more. Maybe they mix two crudes into another hold, or something. 

Anyway, eventually, another shadow vessel disgorged that cargo in a purchasing country, typically India and China and the Indians and the Chinese say, oh, we have no idea where it came from. You know, it’s just a convenient fiction. It’s just a question of who decides to enforce maritime law. Well, like I said, India is one of the big beneficiaries here and historically has been the second largest beneficiary of this process. 

And so for them to go out and grab ships in their own economic zone, who have been doing these CDC transfers for four years now to break that policy changes, the economics of the shadow fleet in the politics of India very, very deeply. A couple of things here. Number one, India has always, always, always been pro-Russian versus pro-American and has sided with the Russians. 

Because of the affiliation they had with them back during the Soviet period. So, you know, went away. Modern Russia has nothing to do with the Soviet Union. But the Indians kind of are still fighting the cold War ideologically from a certain point of view. So them flipping, matters. Second, because these are Russian vessels that have Russian flags. 

Having the Indians go against a Russian situation so boldly is really, really notable. It’s also been 11 days since this happened. And the idea that just happened once for three vessels is kind of curious. So I don’t understand why the Indian Navy posted this. I do understand why they tore it down right away. 

Because this is the sort of thing that will reverberate through the shuttle fleet very, very dramatically. Because if their ships are being confiscated and captains are losing their vessels, the entire capital investment is lost. And it won’t be long before the other captains basically throw in the towel or enough of them are grabbed that it changes the economics of shipping this stuff. 

So all of that combined is number two lot going on there. Number three. 

Russia. Russia. Russia. Russia. Russia. The Russians have been exporting somewhere between 3 and 4 million barrels a day this way for four years. And it is their primary source of income now. And if this is about to go away, then we’re going to see some very dramatic changes in a number of things in the eastern Hemisphere. Number one, the Ukraine war, if the Russians have lost their single largest source of income that will manifest on the battlefield, the Chinese may be supplying the Russians with all the gear that they can pay for. 

But the key thing there is pay for. And if the Russians can’t, then a drone war where the Russians can’t get enough drones is one where the Russians start losing territory. And we’ve seen just in the last 96 hours how when the Russians lose communication equipment, they start to lose coherence on the front line. 

And can no longer advance. This would be far more dramatic. Two. If the Americans and the Indians are seen eye to eye on things like the Russians, those are two big changes I’m going to talk about India, but about the United States. There are a number of people within the Trump administration who have been blatantly pro-Russian in this entire conflict, but now it appears that that might be changing. 

One of the fun things that happened about three weeks ago is we had a summit between US President Donald Trump and the Indian prime minister Narendra Modi and Trump said at the end of their meetings, the United States was going to drop its tariffs by more than half to allow Indian products back in the United States. 

And in exchange, the Indians were going to stop using Russian crude. The Indians said, thank you, Mr. Trump, for the tariff withdrawal, but not a single Indian government person statement post has ever said anything about not using Russian crude until now. And apparently now it looks like maybe less than two weeks after that summit, the Indians started going after Russian tankers. 

So maybe Trump really did get a deal. Just the Indians are doing that. A little bit on the down low. But now that they’re actually confiscating tankers, it’s not very down low anymore. And if you have the Indians stabbing the Russians in the back, and the Americans and the Indians now starting to get along in economic and strategic matters, 

That changes all the economics and the politics and the strategy of everything in South Asia, because the United States has reasonable relations with Pakistan. It’s been India that’s been clinging on to the Soviet era. If that’s no longer the case, if Russian influence has really been purged, then we’ve entered into a fundamentally new era. And if the Indians are stopping crude from Russia getting to India, you can bet your pretty ass that they’re going to stop it from getting into China, because now China is the only country that has been taking that is still taking Russian crude in volume. 

And now all of a sudden, we’re talking about the entirety of the 3 to 4 million barrels of the shadow fleet being gouged out of the Chinese economy. Now, a lot of this is a couple steps removed from what we know right now. I don’t want to say that all of this is destined to happen, but you remove that much crude from the system all at once, and the whole system feels it. 

You remove it all from one country’s system all at once, and that country is fucked. So we’re looking at a broad, structured rearrangement of things in Russia and Ukraine and India and China, perhaps all at once. The question is whether or not the foreign policy team in Washington can actually hold that together, considering how much they’ve purged the decision making apparatus in the State Department and the National security apparatus and in the military. 

This is a lot to hold in your head all at once. But if we are moving in that direction, we are looking at the single biggest shift in international politics of at least the last four years. And that will keep me very busy for months to come.

The U.S. Navy Goes Down Under

A US Navy battleship

The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.

This is done in an effort to help the U.S. reduce reliance on Guam should the Chinese strike, giving the U.S. options other than Hawaii. This move has some pros and cons. Stirling is outside China’s striking range, but it’s incredibly isolated. So, the U.S. couldn’t project power directly against China from there, but China’s trade routes in the Indian Ocean and Strait of Malacca would be vulnerable. The forces based at Stirling would also be on their own if anything boils up, which isn’t ideal.

Beyond this plan being good or bad, its just outright unsettling. This move signals the U.S. is preparing for a world where our current global trading system will be irreparably broken.

Transcript

Hey everybody. Peter Zeihan here coming to you from Colorado. And today we’re going to talk about the U.S. Navy deployment plans for the Pacific. Specifically, the U.S. Navy has announced that it’s going to be working with the Australians to expand their naval facility at the Stirling base, which is on an island just outside of Perth. For those of you who don’t read or know Australian geography, almost everybody in Australia lives in the southeastern kind of crescent, but all the way in the far west all by itself is Perth. 

So it’s kind of in the middle of nowhere, both the city and the base. And that’s from the Navy’s point of view, kind of the point. If, if, if there is a meaningful military conflict with the Chinese, the Navy’s concern is, is its current forward military base at Guam could come under missile attack. And if the Chinese get a few shots through the missile defense at the island, then the ability of using Guam in order to project power in the direction of the Asian mainland would be destroyed, and they would have to fall back to Pearl Harbor. 

So the idea is, if you permanently station four of America’s submarines out in the Indian Ocean near Perth, then that is well beyond any range possibility that the Chinese have. So this is both very smart and perhaps a little dumb. First, the smart anytime you can disperse your forces and maintain a reach would be really a robust idea. 

So the overall concept of having a second facility in that corner of the world makes perfect sense. The Australians are about the best allies and most loyal allies. We have hard to come up with a better spot if your goal is to have it beyond the range. Second, the dumb part. It’s really beyond the range. Perth is near nothing, and there is no way you could use naval forces in that area to project power to strike at China directly. 

What it could do is you could strike Chinese shipping in the Indian Ocean and up into Southeast Asia to the Strait of Malacca. And so one of the things that I’ve been saying for a very long time is that any war with the Chinese, I’m really not overly concerned because they’re dependent on international trade. We’re not we have a global navy. 

They don’t. You put those two together in any hot war. The easiest way to destroy China. Not not not the military of China, China, the country. Let’s just stop the shipping of the stuff that doesn’t go to the United States, which obviously would be shut down. About 80% of their energy flows come through the Indian Ocean basins from the Persian Gulf. 

About half of their food flows and about 80% of their manufacturing good flows goes through the same route. So if you put some naval assets in sterling in case of a hot war, we now have a Ford missile base. It could shut it all down in a matter of days and weeks. Just keep in mind that this is a different sort of conflict. 

If you’re going to put subs to do it, you are not taking over the oil tankers or the cargo ships. You’re just sinking them. That would be really, really colorful anyway. The other other problem is that, if Guam is taken out, then there really isn’t. A series of stepping stones to get to Perth. So whatever is operating there is going to be more or less on their own unless they decide to go quiet and cross the Pacific the long way. 

So any assets there will be exposed. It’s not that this is a bad plan. It’s just it’s laying the groundwork for a very specific sort of action that assumes the global system is broken beyond repair. I would argue we’re getting there anyway, but starting to put teeth in a place where it would force that to happen gets my attention in a way that I’m not entirely excited about.

The End of Nuclear Arms Control

nuclear bomb with a mushroom in the desert

The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we’re in a world with no active nuclear arms control.

To be fair, it’s not like the Russians were honoring those deals even when they were in place. And given Russia’s war in Ukraine, negotiations for a new deal were a moot point. So, that leaves the world’s largest nuclear powers without limitations on their nuclear arsenals. Which means any other nuclear-capable power will be looking to expand or acquire its very own nuclear arsenal ASAP.

There’s a long list of countries eager to bolster security through nuclear armament, so a long period of nuclear proliferation is right around the corner…

Transcript

Hey everybody. Peter Zeihan here coming you from Colorado today is the 4th of February. You’re gonna be seeing this in the morning on the fifth. And it’s a big day because for the first time in several decades, for the bulk of my lifetime, there is no active nuclear disarmament or arms control deal. In effect, the last one to start deal with the revised start deal, expired today. 

And there is really no appetite within the administration of the United States or the Russian Federation to negotiate a new one. What this means is we’re now in a situation where both sides have between 1000 and 2000 warheads, and there are no longer any legal restrictions on them expanding those arsenals. Now, some people try to put the blame for this on the Donald Trump. 

And I will not say that the Trump administration is really a champion of arm control in any form, but this is really mostly a Russian thing. You see, the The Russians know that they’re the strategically inferior partner in these deals. And the only reason that they were originally negotiated back in 1979 and 1985 is that they faced just a crushing, overwhelming American superiority in technology, reach and alliance structure. And so they knew that if there was a conflict, the United States had a bomber fleet, they had a missile fleet, it had a sub fleet, and they really just only had the missiles. 

And they were not confident that they could survive a first strike in order to deliver a second strike. So arms control back then was largely designed as a way by the Soviets to deflate tensions and eventually set the stage for a lasting detente that eventually ended the Cold War. Things really picked up after 1986, when Mikhail Gorbachev, who was really the only economist to ever run the Soviet Union, and he realized that the system was breaking and there was a limited amount of time. 

And so talks accelerated. And then in the post-Soviet system, under Yeltsin, we were no longer enemies. So getting rid of the thousands of warheads made a lot of sense to everybody. But in the time since that, we’ve had 20 years of Vladimir Putin and the Russians, rightly or wrongly, feel that the West has betrayed them time and time and time again. 

And the only way that they’re treated seriously as is if they’re threatened, the destruction of the human race with nuclear weapons. To that end, we’ve had two big trends that have happened in the last decade. Number one, bit by bit, the Russians have abrogated or cheated on every single one of the treaties in order to prompt the Americans to be the ones to cancel them. 

And Trump one did cancel a couple and others have expired. And so, you know, you can blame Trump if you want to. But the real fact was, is that the Russians were testing and fielding new weapons that were explicitly barred by the treaties and did it anyway, saying that they were still abiding by the conditions. The second issue, of course, is more recent with the Ukraine war. 

They’re in a hot war. And the idea that the Russians are going to voluntarily abide by any sort of meaningful arms control when they’re actually in the process of shooting a lot of people, is a bit rich, just like back in the late 70s and into the 80s, the reasons that the Russians thought they needed to do this is because they didn’t think that they could win on a field of battle. 

And unless and until they feel that way again in Ukraine, the chances of them going into any negotiations with good faith are pretty, pretty weak. Also, again, keep in mind that the Russians have abrogated or cheated on every single arms control treaty, nuclear or conventional, that they have ever signed. So any meaningful deal has to involve invasive inspections by both parties onto the other side in order to confirm these weapons are actually being taken out of service, dismantled, and eventually spun down. 

So they can’t be used, for weapons again, that requires a degree of intervention in the American military complex that we’ve done before. It would require a degree of intervention in the Russian complex that they have done before. it also would require a degree of trust on both sides that at the moment just simply doesn’t exist. 

And again, again, again, they are in a hot war. The Russians are in a hot war right now. So the idea that you can have American military and civilian personnel poking around into the Russian nuclear complex, it’s not feasible. 

So next steps. As to arms control, there really aren’t any, because until there’s a substantial change in mindset in Moscow, the idea that they’re going to negotiate with anyone in good faith simply evaporates. That leaves the situation open for everybody else. Now, the Americans and the Russians combined have over 90% of the nuclear weapons that are available in the world today. 

But they’re not the only ones. Israel has some, France and Britain have some. And the Chinese, of course, have a significant arsenal. Although it’s not merely in the same class as either Russia or the United States, unless and until we have some sort of deal between the Russians and the Americans and what a ceiling might look like, other countries not only don’t have an incentive to limit their own production of weapons, they have a very strong incentive to build more and more and more, not just to get to bigger tables, but to secure their own existence. 

And that is as true for China as it is for Israel and Pakistan and India and unfortunately, now true for Korea and Japan and Poland and Germany and Sweden and Finland as well. So we are not simply at the end of the great era of arms control that literally took tens of thousands of weapons out of circulation. We are now at the dawn of a new era of massive proliferation, because we no longer have a structure to limit it. 

And the changes to the international strategic environment basically demanded. Because if you’re a country that has been on the sidelines for the last 50 years and relying on the bilateral system between the Russians and the Americans to kind of keep a lid on things, and all of a sudden that is gone. You no longer have the time that is necessary to build up conventional force. 

Building up a nuclear force is the fastest way to get to a degree of security, where you actually hold some cards. And we are now going to see that in country after country after country after country for at least the next 15 years.

Electronic Warfare Innovations and Exports

Laptop with green coding and a server

Let’s talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.

Drones are all the rage. You’ve got fancy autonomous systems, short-range with remote pilots, and fiber-optic tethered. The next logical step to countering drones is to beef up jamming capabilities; Ukraine has done just that. However, the Russians have taken this logic one step further. They’ve created a tool called the Kalinka. The Kalinka is a mobile detection system that listens for signals. This gives them an early warning for drone strikes and other signal-based attacks.

Electronic warfare innovations are spreading quickly, and this tech is already appearing in other regions. For instance, Iran used the Russian Kalinka tech to locate Starlink users during the protests, allowing them to shut down comms and suppress dissent.

Transcript

Hey all, Peter Zeihan here. Coming to you from Colorado, I hope everybody who is east of the Rockies is enjoying the cold front because, Canada worst. Anyway, today we’re talking about what’s going on in Ukraine and Russia and Iran from a technical point of view, specifically electronic warfare. Drones basically fall into three general categories. Number one, you got autonomous ones that can make decisions on their own. Those are incredibly rare and incredibly difficult to maintain because the chips themselves are unstable when there’s vibration or heat or cold or humidity or anything. So really, aside from a few here and there that are very expensive, not a lot of play. The second are those that you fly first person, and for that you have to have a connection to them somehow so that the telemetry can come back and forth and you can control them. 

Now, the United States does that with things like Reapers through satellite connections. The Ukrainians primarily do it on a shorter range, and the Russians also on a shorter range, typically no more than, 20km. And the problem with that is they can be jammed. And so both the Ukrainians and the Russians have gotten very, very good at here. 

I mean, I would argue that right now, today, Ukraine’s jammers are by far the best in the world, probably an order of magnitude better than America’s. Once you consider in cost. And then the third type is to do, fiber drones, which have a thin fiber optic cable that they drag behind. Now, these don’t have nearly as much range as a rule, but they can’t be jammed because there’s a hard line. 

And these, as a rule, are five kilometers or less. Although there are now some models where the fiber optic cable is light enough. You can go more than ten. Anyway, so those are kind of what’s going on there. But there’s another aspect to countering drones or any sort of electronic battle platform, that doesn’t involve jamming, but it’s still electronic warfare. 

And in this, the Russians have definitely, cracked the code on a new tech that is really interesting and has a lot of applications. So they call it the clinker. It’s basically a electronic warfare detection system that is mounted onto a truck or an armored vehicle. You basically drive around, find a place to park, and then you just listen and you pick up signals whether this is a cell phone or a drone connection or more importantly, in recent terms, as we’ve discovered, a, Starlink terminal. 

So one of the things that the Ukrainians have been doing is taking mobile Starlink terminals and putting them on things like drones, and then they go out into the Black Sea and blow up something that’s Russian. And the Russians don’t like that. But if you’re having a constant link in from a Starlink terminal and you can detect that, then the Russians finally have a way of knowing that it’s coming. 

I’m not saying it works perfectly. The range is only about 15km, and one of the CBP drones, they’re pretty quick. It’s not a lot of time to react, and it doesn’t jam the connection. It just detects it. So the Ukrainians have learned to turn things on and off every couple of minutes so that the Clinkers can’t, link up. 

But one of the things you have to keep in mind is that we’re in a fundamentally new type of warfare here, and when drones first appeared on the battlefield in a meaningful way that was not American. It wasn’t in Ukraine. It was in Armenia. We had a war back in 2020 between Armenia and Azerbaijan. And the as a region has had, Turkish drones that they basically used to completely obliterate the entire armed forces of Armenia in the disputed territories and would go on a crowbar. 

The Armenians weren’t ready for it. And so what we’re now starting to see is Ukrainian and Russian technology coming into other theaters and just completely wiping the board. So, for example, in the last couple of weeks, we have we’ve had those big protests in Iran, and people were wondering how the Iranians were able to shut down communication so effectively. 

Well, it now looks like the Russians gave the Iranians a few clinkers, and they basically just drove them around town, identified where all of Starlink’s were kicked in the door, shut the people involved, or brought them in for beating or imprisonment or whatever it happened to be. And lo and behold, the, situation from the Iranian point of view was diffused. 

So we now have a technology that has very, very strong implications for use in a civilian management system. We’re going to be seeing more and more things like this of technologies from a hot zone where they’re iterating every day and every week suddenly pop up in a theater that you wouldn’t expect, where it completely outwits maneuvers outclasses the preexisting systems. Iran is just a taste of what is to come on a global basis.

Purging China’s Central Military Commission

Chinese soldier outside of a building

Xi Jinping has removed yet another senior official from China’s Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China’s institutions are hollow.

The seven-member CMC only has two people left, Xi and a loyalist (neither of which have any military experience). This leaves China’s armed forces leaderless and unable to operate effectively. Sure, Xi Jinping may have achieved personal control, but he’s destroyed China’s institutional capacity.

Transcript

Hey all, Peter Zeihan here, coming to you from the Denver airport. Today’s news is the Chinese premier, XI Jinping, has just dismissed a member of the Central Military Commission by the name of Zang, Russia. Very, very, very short version. The Chinese premier has been launching the most intense purge in human history. Something that really even dwarfs Mao or Hitler. 

And it’s basically spent the last 14 years removing anyone competent from any position so that all that is left is personal loyalty to himself. For those of you who really like Trump, take note. It’s gotten to the point that China has become functionally ungovernable if your goal is to actually achieve meaningful change. And now, in the case of the military, that the CMC is functionally like the American Joint Chiefs of Staff. 

But now of the seven man commission, you’ve got G. You’ve got a political crony who is basically an inquisitor, and everyone else has been suspended or is under investigation and is no longer sitting. So the entire military leadership of China is now two people, neither of which had any meaningful military experience. So I’m not going to tell the U.S. military not prepare for a fight, but we now have a completely decapitated structure in China that is completely incapable of instituting reforms or making strategy that is worth a damn. 

So political purges might make you feel better about yourself, but they are guaranteed to absolutely collapse the institutions that you’re trying to reform. If your goal is really just political control. And that’s what we’re dealing with here. So, if you’re anyone but China, this is amazing news because it means that today, functionally, their military doesn’t work. That’s kind of fun.

The End of U.S. Military Deployments?

A group of Marines loading into the back of a C-130 aircraft

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

The US maintains military deployments in Japan, Germany, and South Korea. Don’t think of this as imperial overreach; think of it as a low-cost force multiplier that prevents bloodier conflicts down the road. Should the US withdraw from these positions, things would likely get ugly…and quick.

The US is the only country with the ability to project power globally, and these optimally-sized deployments help extend that reach.

Transcript

Hey everybody. Peter Zeihan here. Coming to you from Colorado, avoiding the crazy winds out there. Through with you inside. We’re taking questions from the Patreon crowd about the Venezuelan intervention and the rest of Nicolas Maduro, the former current. I’m not sure how that works out now. Venezuelan president. Anyway, he’s going to go in jail. We’ll never hear from him again. 

The question is, is, is this a prelude to a general disengagement from the Eastern Hemisphere and closing down all the bases we have there? He’s like, oh, let’s let’s not get ahead of ourselves. First things first. The United States currently has fewer troops stationed abroad than at any time since the since World War two. We had a surge with the war on terror. 

We’re back down to a pre, like the lows that we had in the early 2000. And it’s important to understand that the United States footprint globally is actually quite limited. Right now we have about, let’s called 100,000 troops abroad. Most of those are concentrated in three areas. You’ve got the largest contingent, which is in Japan. The second largest. which is in Germany and the third largest, which is in Korea, especially closer to the DMZ. All of these serve as force multipliers for the United States. Everything else is a very small contingent, maybe a naval base here and there that has a few hundred to a couple thousand people that are basically there to help the carriers operate. 

But the way World War Two ended, we already have places like midway, for example, which is U.S. territory or access to the United Kingdom, which has their own naval bases that we just kind of rent. And so the, the need for the United States to maintain a far flung Imperial style military deployment just doesn’t exist. If you see the United States back away from the deployments we do have, it means that we have made a very clear strategic decision as a country to foment a war and so that we can participate in the next one. 

And lose a few tens to hundreds, thousands of troops. So, for example, if we walk away from Japan, Japan is the anchor. And because of the way that the islands in the Pacific are position, it means that we basically give up the ability to influence the Asian mainland and the western third of the Pacific, which includes Japan and Korea and Taiwan and China and Singapore and Indonesia and Australia. 

And if we decide to walk away from that, we’re basically saying that this whole area can evolve on its own, maybe generate a new hegemon, that we will then have to come back and deal with decades from now, basically setting up something similar to the rise of Japan in World War two. If we walk away from Germany. 

Oh my God. Oh, God. Okay, so every time the Germans are responsible for making their own decisions, they start acting like a country or something. And as a large country, the largest of the European states by population, economy set in the middle of the continent, it will naturally try to influence the areas around it. And that is exactly what set everybody on the course to World War One and World War Two. 

And so to do that deliberately, to set up a repeat of the world wars in Europe, strikes me as something that would not be in American interest. And that’s before you consider the fact that the Russians have been pointing nukes at US my entire life, and I’m now 50, 52 birthday coming up. That strikes me as immensely unwise. 

One for the low, low cost of 30,000 troops stationed in bases that are nowhere near a front line. You can basically control the strategic destiny of a continent that’s cheap. Third, Korea, you draw those troops back. Forget about the likelihood of a war in the peninsula, which is would be very likely at that point. North Korea has nukes pointing at us, with the range to reach us. 

So your permanently now putting Minneapolis, Denver, San Francisco, Los Angeles under a nuclear threat and defending against that would require an order of magnitude more cost, than simply maintaining 20 to 25,000 troops on the Korean Peninsula. So really, the three big deployments we have right now are there for very good reasons, mostly in terms of controlling the strategic environment, and because not having them there would require us to take a defensive position in our hemisphere, which would be extraordinarily more expensive and set up the situation for war down the road. 

Okay, so that’s the United States. Now let’s talk about everybody else’s deployments. 

Okay. That’s all of them. Here’s the thing that most people forget. Deploying troops in the thousands, much less tens of thousands a continent away, is very difficult, requires specialized logistics and decades of practice and infrastructure development. And so we are the only ones in the modern era that does that. The last time any countries did it at scale, it was before World War Two when we had the Japanese Empire, which we, to be perfectly honest, modeled some of our stuff, and the British Empire, which of course we modeled some of our stuff off besides that in the modern era, and nobody does it now. 

Part of this is policy. The whole idea of the Cold War globalized system was that we will pay to create a world that keeps you safe is an exchange. You allow us to write your security policies. And that has been the basis of the American alliance going back to 1946. But the other part is just the sheer expense. 

By creating a globalized system, we gave everyone access to the globe and all the economic goodies that come from that. And trade and access to commodities and markets the world over. And they didn’t have to have the military for it. So most of them never even bothered to try. And so the world’s second and third largest navies are the Japanese and the Brits, both of which work hand in glove with the United States. 

And if we decided to withdraw from the Eastern Hemisphere, those two countries, as well as a number of others, would have no choice but to develop that capacity. Now, they wouldn’t do it in two years or five years. This is a generational thing, but eventually we’d have a half a dozen navies that had regional, maybe even global reach, and it would look a lot like 1929. 

I would argue that’s something that we don’t want to do, because doing it the first time was really expensive in men and lives in the United States honestly got off cheap because it was most of the fighting was over there rather than over here. Okay, let’s talk about the the big countries, more specifically China. People keep pointing to the fact that they’ve got a large Navy unit, and they do and they do have about, 50 ships that are capable of operating more than 600km from the shore. 

But even if you ignore the first island chain, which really hems them in, that doesn’t give them very much, because the Chinese don’t have basing rights in places that are useful to them. So when you look at the United States, we’ve got Japan’s second most powerful naval power on the world. Where we stage ships, we have midway, we have places that are allied in the North Atlantic basin, whether it happens to be Italy or Spain or the United Kingdom or Iceland. 

We have global power projection, in part because of our territories and in part because of our allies. The Chinese have no allies, so they’ve gone out trying to build what they call a string of pearls model, where they develop friendly ports along the route that they want. And so they get along okay with Malaysia. They basically bought Cambodia. 

And even though it has a coastline, they’re trying to build port there. They’ve got some friendly relations with Bangladesh and Myanmar, Sri Lanka and Pakistan. And so the idea is they can use their short haul ships to hop from base to base to get all the way to the Persian Gulf, where they, where the oil is. 

And of course, everybody, because of pirate reasons, has a small base in Djibouti. But here’s the thing. If one of those gets broken in a hot war, every ship west of that is lost. The Chinese have tried to do it on the cheap, and that means it’s really easy to unravel. And so even if the United States were to find its vessels, say, stuck in the Indian Ocean, they have enough range to get out. 

The Chinese don’t. And so I’ve never really been worried about the Chinese naval build out. Let’s talk about the Russians. The Russians aren’t a naval power. They’re not an air power. They’re losing their space capability. Within a decade. Pretty much everything that they have that’s not ground base is going to be gone. They just lost the manufacturing base to maintain it, much less expand it. 

But they still have a large army, over a million men under arms. And every month, they’re bringing them another 20 to 40,000 men into the fight. That’s awful. If you’re on Russia’s border. And that’s the situation that the Ukrainians are struggling with right now. But if you’re not on Russia’s border, it’s actually not all that bad because you have standoff distance where you can use drones and air power. 

If you’re another country back, you know, you really don’t have to worry about the tanks coming either. By the way, the Russians have almost run out of tanks, which is crazy. They started this war with 20,000 armored vehicles. They’re down to probably less than a quarter of that now anyway. Bottom line is that their their exposure is huge, but their ability to push back that exposure is very, very limited. 

And their ability to use naval forces to protect power is basically zero. Now, they still have a handful of ships, but they’re split into four different bodies of water the Black Sea, where they can’t get past Istanbul unless the Turks allow them, and everything that does get passes. Relations with the Turks go south. That’s lost. They’ve got the Baltic Sea, but that is now completely a NATO lake. 

At this point they’ve got the Arctic Sea, which is their their most powerful fleet is up there. But the problem is it’s a long way from anywhere. And they have to get by Norway and Iceland and Scotland and the United Kingdom, the United States, all of which are superior naval powers on that, but one that Iceland doesn’t have a military. 

But everybody else could probably do it by themselves at this point, even without the United States. And then they have the Pacific Fleet that is based off of, Petrobras, which is basically a city you can only fly to on the peninsula. And of course, the Japanese are there. They could potentially be some things in the code Vladivostok, but that is literally surrounded by Japan, world’s second most powerful navy. 

And even if all of the Russian ships were in the same place, the Japanese could still easily take them out because they’ve done that before. So the ability of the United States to project power is huge, in part because of its geography, but also because of its allies. The Chinese are blocked in by geography, the Russians are blocked in by geography, and neither of them have allies. 

So we’re in this weird situation where the United States is considering a full scale withdrawal from everything, which will guarantee higher defense costs and longer, long term security challenges. This is one of the things that the people who are really pro isolation tend to miss the the footprint that we have right now is almost perfectly optimized to not have to spend money or lives. 

As an added benefit, you also get to control the security architecture a huge part of the planet. You pull back all that goes away.

The Beginning of Venezuela’s End

A person walking draped in a Venezuelan flag against a desaturated background

The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports.

No oil exports mean Venezuela’s income vanishes. That means food imports stop. Food shortages will give way to unrest, which will give way to regime collapse. So, what kind of situation will we be looking at once the final domino falls and Maduro relinquishes power?

It’s not going to be pretty. We’re talking about a grim humanitarian outlook, a scary security picture, and an ugly transition of power.

Transcript

Hey, all. Peter Zeihan here coming to you from Colorado. It is the 17th of December. You’ll see this on the 18th in the morning. And we are. Go for regime change in Venezuela. The Trump administration has started a formal blockade of the ports, specifically to prevent the state of Venezuela from generating any foreign currency, which is used to not to support the regime but hold the country together. 

There are three ports. There’s one just off of Caracas, which is the really minor one. There’s two larger ones, to the west, and east of the country. There’s no interconnection of the oil pipelines among the three. So you basically have fields in the markova region that generate somewhere between one fifth and one third of the country’s crude, very easy to block. 

There’s a very narrow network. Basically, you can do that with one ship and you’ve got to Port Jose out on the east side, which is where about two thirds to three quarters of the exports flow. That’s a little bit more difficult. But again, for the US Navy, this is very, very, very minor. Not hard to do at all. 

And so Venezuela is now going to go from a country that exports about a million barrels a day of crude to one that exports none. And this is something like 90% of the hard currency earnings of the country. And that money is what is used to maintain the regime and to purchase the roughly 80% of the country’s food that is imported. 

So within a matter of days, we’re going to be having food riots because they really don’t have much stored up. And then without the currency, you we’re probably going to see the regime start to crack. A couple things to keep in mind. First, locally in Venezuela and then the broader world. Number one, this is a country that is armed to the teeth. 

That doesn’t mean that I think that it helps the government. But back under Chavez, over a million ak47s were handed up to the population. And so any force that goes in or any force that’s local that tries to assert authority, regardless of their political backdrop, is going to have a horrific time. And we’re not so much looking at a civil war or a civil breakdown, in a country with over million people. 

So the outcomes for Venezuela are beyond dire, and we should expect a general breakdown of civilization here over the course of the next several months, unless the Trump administration changes its mind really aggressively. You’re not going to have a foreign force that can put this right. You’re not going to have a local force that can maintain authority. 

There just too many weapons in too many hands for that to be one of the reasonable options. Which brings us to the second thing, that the oil that comes out of Venezuela is going to go away for at least several years. Right now that’s only a million barrels a day. But something the Trump administration has shown is that we can now have a sovereign state going specifically after oil tankers of the shadow fleets. 

And a lot of these tankers don’t just service Venezuela, they also service Iran and Russia as well. And we have now broken the Seal and other countries, or maybe the United States as well, is probably going to start going after those other shadow tankers as well. A 1 million barrels per day disruption out of Venezuela for a market that is at the moment probably oversupplied is not a big deal. 

But then you add another million from Iran and perhaps as many as 4 or 5 million from Russia. And you’re talking about a very different world. So we are at the start of a very significant international shock in energy. And calendar year 2026 is going to be a wild ride.

War Crimes, Drugs, Venezuela, Pardons…and Dancing?

Unclassified footage of the first airstrike (1 September)

When the US starts publicly admitting to war crimes, we ought to pay attention. So, let’s look at what’s going on with Venezuela.

Trump has announced imminent strikes on Venezuelan territory. Our most powerful aircraft carrier is already sitting in the region, so things could move very quickly. However, the administration still doesn’t have clear objectives for this operation. If cutting off drug inflows to the US is the main goal, how does pardoning the former Honduran president, Juan Orlando Hernández, who was convicted of orchestrating major cocaine trafficking routes, fit into that goal?

The inconsistency coming from the White House on drug-war priorities is indicative of the broader chaotic nature of this administration. It looks like the new year is poised to be an…interesting one.

Transcript

Hey, Peter Peterson here, coming to you from Colorado. Today we’re going to talk about what’s going on in Venezuela in the world of Coca Cola. This is going to be a little all over the place because reality is a little all over the place. First of all, war crimes investigations are in play is a short version. 

According to the white House, according to the Defense Department, according to Donald Trump, according to Defense Secretary Hegseth, one of the things the U.S. military has been doing is after it blows up a boat that is allegedly, smuggling cocaine from Venezuela to the United States. If there are any survivors that go in and strike it again, under every treaty the United States has ever signed regarding war crimes, this is a war crime. 

I mean, that’s flat out, going after somebody who can’t shoot back, who’s already been defeated and is basically executing them. This is a lot of what the Russians have been doing in the Ukraine front. This is one of the things that the United States decided back in the 40s should never be allowed to happen again. 

And now we have public admission that this has been happening. The only question is at scale. Now, once it was explained to some people in the administration that this is actually a war crime, there’s been a lot of backtracking, where this will go that’s entirely up to Congress. Which brings us to the second piece, land invasion. 

Trump has now publicly said that strikes on Venezuela on shore are imminent. In fact, they might have happened by the time you see this video. We still have not had the administration present any information on the drug smuggling, on potential actions to Congress. We’re very clearly in violation of the War Powers Act, which was something that Congress put together in the aftermath of Vietnam to make sure things like this could never happen again. 

And Trump is very clearly violating that. But until and unless Congress decides to stand up for itself, there is no functional check on executive power on this topic. We still, according to Republicans in Congress, haven’t had the administration produce any meaningful information on the strikes that have been happening so far on any of the intelligence suggesting that these strikes were against vehicles, were actually smuggling drugs, or really anything about the operation. 

And we already have, America’s most powerful aircraft carrier in the region. As for what the administration’s goals are, they are now deciding what those are. On Monday, we had a national security, meeting in the white House that included, among other people, the secretary of state and the secretary of defense, the Joint Chiefs, where Trump started to discuss, started to discuss what the end goal might actually be. 

It looks like the United States has concentrated force in the region before even coming up with a general approach, much less a goal. We have had a conversation confirmed by the white House between Donald Trump and the Venezuelan president, who was Nicolas Maduro, where he basically told Maduro to leave. Maduro said no. And so now Trump is left deciding, you know, this. 

Do we go in and take him out? Do we then install a government in the aftermath? Keep in mind that Caracas, the capital, might look like it’s close to the, coast on the map, but it’s actually on the other side of a thin mountain range. And so an occupation there would be at least as difficult as something like we did in Iraq. 

And this is a country that already imports over 80% of its food. So a mass famine event without massive American logistical support would almost be baked in at this point. We don’t know if you’re confused. You’re not the only one. The administration really hasn’t made any decisions or provided any information. It’s just acting, which is in general how you get into big, drawn out, nasty in broad clios. 

If you think I’m defending Maduro. Nope. The guy’s a nut job. So Maduro is a former bus driver who was appointed by Chavez Chavez as kind of the Chavez as kind of the Venezuelan version of Trump. To be exact, his successor. So we have a former bus driver as president. And after his call with Trump, he went on the air and pledged his undying loyalty to the Venezuelan people and then started dancing. 

Because apparently that’s what you do in Venezuela now when you’re a former bus driver. On the drug front, back in the United States, Donald Trump has pardoned a guy by the name of. Let’s see. What is it? One, Orlando Hernandez, who is a former president of, Honduras. Now, Hernandez has been convicted, not not accused, convicted in U.S. court of law of being the single most consequential person in Western hemispheric history for establishing routes for smuggling cocaine and other illicit narcotics into the United States. 

He was sentenced to 45 years in prison and is now he’s out, free. He and his wife are among the most corrupt people in Western hemispheric history, which is saying something. And he used the tools of the state to establish multiple trafficking routes in collaboration with the Mexican cartels. The difference between him and Maduro is that Hernandez has been convicted. 

I mean, there’s really no doubt at all as to his guilt, whereas Maduro is merely accused. And, Hernandez said nice things about Trump, and that got him the, the pardon. So we have this bizarre mix of policy indecision, rudderless leadership and a rhetoric against drugs, but a practicality that’s actually encouraging them. Now, about the only good news I have on this general topic is that Congress passed and Trump has signed into law, something that puts a couple billion dollars into opioid and opiate, recovery for people, 

But the net effect is that one of the most effective things that U.S. law enforcement has done against narcotics in the last 15 years was just undone by a pardon. And instead, were focusing on a country that is. Let’s to be perfectly honest, a marginal player in drug smuggling to the United States, not saying that Venezuela is not part of the problem, but, if you really want to go after drug smuggling, you start with where the stuff is produced. 

That’s Bolivia, Ecuador and Colombia. And then you collaborate with the Mexicans to break down the cartels. Venezuela is a sideshow. Hernandez and Honduras, of course, were part of the court system. Okay. If that’s a little all over the place, it’s because the world is all over the place right now. Apologies for that. I will try to get the world into order for the next video.