Ukraine’s Geography and Economy

In many ways, Ukraine’s geography largely mimics that of the American Midwest: a broad swath of highly productive agricultural land with a largely navigable river running through it. In the United States, the Mississippi delivers the bounty of the Midwest to the port of New Orleans on the Gulf of Mexico. In Ukraine, the Dnieper flows to the Black Sea where it empties at the port of Kherson. Kherson should be a familiar name to those of you who have been following Russia’s invasion of the Ukraine, given the Russian military’s efforts to capture the city. Geography helps give an understanding of its significance. 

Ukraine’s historic ability to grow surplus crops and deliver them via river to the Black Sea should not be overlooked. The Black Sea, and especially the Turkish Straits, affords Ukraine a considerable advantage over much of Russia: the output of its primary productive geographies enjoys relatively easy access to global ports. Ukrainian grain–and oilseeds, and coal, and metals, and so on–can in normal times reach international ports and thus link Ukraine to a globalized economy. 

Not so for Russia. The Russians’ primary river, the Volga, empties into the Caspian Sea which unlike the Black Sea has no access to global maritime trade. The Volga is also prone to spectacular cycles of freezing, and flooding, and ice damming. Russian economic development largely stalled until the 19th century, when Moscow was able to develop rail networks to the Baltic Sea and Black Sea (also why so much of Russian imperial history focused on securing the Caucuses and Crimea; access to the Black Sea and ports beyond was [and still is] critical for Russia’s economic survival). 

Ukraine represents the best-situated, most productive piece of Russia’s former Soviet empire, and the one that could most easily integrate with the West, and beyond. Which is why control over Ukraine has been so central to Russian imperial strategy for centuries, and why I fear future Russian military action will focus on destroying Ukraine’s critical infrastructure and economy.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

A Recording Studio Update…

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization is scheduled for release on June 14. In coming weeks we will be sharing graphics and excerpts, along with info on how to preorder.

Hello from the studio! I am in the midst of recording the audiobook version of my upcoming book, The End of the World Is Just the Beginning. For those of you wondering – and asking – if I would be narrating the audiobook, the answer is yes. More important, given the increase in our subscriber base over the past couple of weeks I would like to remind everyone that we are currently donating all proceeds from all formats of all my books until June 1 to the Afya Foundation. The number of Ukrainian refugees who have fled the country is now in excess of 6 million people, as well as an additional 6 million internally displaced people. The Afya Foundation is an American non-profit organization working to link medical supplies with Ukrainian refugees in need.  More information on them and how to donate directly below.

And for those of you who are new, or are interested in our ongoing coverage of Russia’s invasion of Ukraine, we’ve included a list of links of our coverage from the beginning of the Ukraine war to know under the video below as well. 

Thanks for joining us, we’re happy to have you!

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY


April 16, 2022:
SWEDEN AND FINLAND RECONSIDER NATO

April 15, 2022:
RUSSIA’S BLACK SEA BLUNDERS

April 12, 2022:
WHEN FOOD AND FUEL CRISES MEET

April 12, 2022:
RUSSIA, RUBLES AND GOLD

April 7, 2022:
THE MYTH OF JUSTIFIED RUSSIAN RETALIATION

April 4, 2022:
NUKES, MASSACRES, AND PREPARING FOR THE NEXT WAR

April 4, 2022:
ODESSA, AND THE UKRAINE WAR

March 29, 2022:
RUSSIA’S WAGNER GROUP AND THE UKRAINE WAR

March 24, 2022:
RUSSIA’S PIPELINE GAMBIT

March 23, 2022:
RUSSIAN REFINERIES’ REDUCED RUNS WRECK…EVERYTHING

March 23, 2022:
RUSSIAN OIL’S VANISHING ACT

March 18, 2022: 
THE END OF RUSSIAN OIL

March 18, 2022:
UKRAINE, AND NUKES

March 17, 2022: 
THE END OF RUSSIAN FINANCE

March 14, 2022:
DEMOGRAPHICS, AND THE UKRAINE WAR

March 09, 2022:
DEAL WITH THE DEVIL(S)

March 08, 2022: 
CHINA, OIL, AND THE UKRAINE WAR

March 08, 2022: 
RUSSIA SANCTIONS, AND NICKEL

March 07, 2022:
FRIDAY — THE UKRAINE WAR: AGRICULTURE EDITION

March 06, 2022: 
ODESSA, AND BEYOND

March 03, 2022: 
WELCOME, A BIT OF BACKGROUND, AND HOW TO HELP

February 24, 2022:
RUSSIA’S TWILIGHT WAR

February 24, 2022:
THE INVASION OF UKRAINE AND RUSSIAN PRODUCT EXPORTS

February 24, 2022:
UKRAINE, AND RUSSIAN INVASION PATHS

February 21, 2022:
UKRAINE: THE WAR AFTER THE WAR

February 14, 2022:
RUSSIA’S UKRAINE GAMBIT

January 31, 2022:
NATURAL GAS AND UKRAINE

January 6, 2022: 
KAZAKHS PROTEST, AND RUSSIA REACTS

December 29, 2021:
A UKRAINE WAR AND THE END OF RUSSIA

The End of the World: Civilization and Technology

My fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Civilization is scheduled for release on June 14. In coming weeks we will be sharing graphics and excerpts, along with info on how to preorder.

 We find ourselves at the tail end of a globalized world order. To visualize where we stand temporally, in relation to the vast course of human history, I have pulled this graphic from my upcoming book, The End of the World is Just the Beginning. Since the implementation of the Bretton Woods system post-World War II, countries have generally been capable of developing trade relationships the world over with security guaranteed by the US military. Over the past several years we have seen an acceleration of this system’s dissolution; supply shortages, inflation, and geopolitical instability do not bode well for the prosperity of a globalized economic system.

The era to come—the post-globalization era—will not be implemented by decree. Rather it will be a gradual transition, a transition we are currently undertaking. Russia’s invasion of Ukraine will not cause deglobalization; it is a symptom of deglobalization. The path we are on is clear: globalized trade will be replaced with a handful of regional trade systems centered around a dominant power—the US, France, Japan, etc. Do not expect to wake up one day to the news that the world has deglobalized but recognize the events that push us closer to the inevitable. In The End of the World, I map out the impending collapse of our global economic system focusing on agriculture, energy, manufacturing, transport, and industrial materials.

Sweden and Finland Reconsider NATO

An official policy of neutrality – or at least, explicit unalignment – was once critical to the national security policies of Sweden and Finland. Not anymore. Russia’s invasion of Ukraine has caused seismic shifts in European strategic planning almost overnight. Germany doubled its defense budget. NATO laggards found their spine. Perhaps nowhere is the change in sentiment more visible than in Swedish and Finnish attitudes toward joining NATO.

All of their non-Russian neighbors are enthusiastic members of NATO.  In many ways, Sweden and Finland’s reticence is an anachronistic holdover. As is being argued Helsinki and Stockholm, no longer can one expect that obsequence to Russian insecurity is a ticket to avoiding Russian aggression. Given the quickly shifting national security environment in Europe, and Sweden and Finland’s close ties to the Americans and Europe (both are already members of the EU, and Finland a member of the Eurozone) if a final decision to join NATO is made, I expect it to happen fairly quickly. And while Moscow may rant and rave… there’s not much Russia can realistically do to stop it.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Russia’s Black Sea Blunders

Ukrainian media reported sinking the flagship of the Russian Navy’s Black Sea fleet, the Moskva, April 13, following a direct hit by an indigenously produced Neptune anti-ship missile. After several hours of uncorroborated reports, Russian media confirmed that its sailors did have to abandon ship–but not because of any Ukrainian missiles. Rather, an accident lead to a fire* in the ship’s weapons depot and, well… kaboom

Either way, this is another embarrassment for Russia and one they can ill afford. While US and Russian officials confirm that the Moskva is still afloat, there’s no good indication of when or if it will reenter service. Russia’s navy has been in severe decline since the collapse of the Soviet Union in 1991. Part of this makes sense–Russia doesn’t just need a Baltic/North Sea fleet, but also a Black Sea fleet, and a Pacific fleet, and if we’re feeling aspirational, an Arctic fleet. (I’m leaving aside Russia’s submarines for the time being.) Maintaining multiple navies is a difficult and expensive logistical endeavor. And if we’ve learned anything about Russia since it started its invasion of Ukraine, it’s that logistics is not their strong suit. 

The loss of the Moskva is especially concerning for the Russians since the Black Sea is of such critical importance for the Russian economy; it is where a bulk of Russian oil and fuel exports reach foreign tankers (at least, when Russia still had customers). And it has been so historically. Russia’s Crimean naval victories of the late 18th and 19th centuries are usually the last mentions of Russian naval glory, especially since the Japanese destroyed the Russian fleet in 1905. 

NATO has largely avoided massing ships in the Black Sea for a variety of reasons, but avoiding unnecessarily antagonizing the Russians has been a big one. But at the rate that that the Russian Black Sea fleet is floundering – the Moskva is the second ship they’ve lost in the last 8 weeks – it’s worth considering for how much longer the Russians will have any meaningful presence on the Black Sea. In that scenario, it is not inconceivable to see NATO placing a few vessels in the Black Sea to hang around Turkish ports (or Georgia, Or Romania, or Bulgaria…).

*I would be remiss to not mention that the flagship of the Russian navy, and their sole aircraft carrier the Admiral Kuznetsov suffered a fire in 2019 and… still has not reentered service. There was not a dry dock left that was large enough to accommodate the ship, so the Russians were building one in Murmansk and looking to begin refitting the ship this June, weather permitting. With the amount of sanctions and financial pressures facing Moscow now, I would say their anticipated re-launch date of mid-2023 seems exceedingly optimistic.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

In Shanghai, COVID Rattles the Chinese System

Shanghai – China’s largest city and financial center – has been under a severe lockdown since April 1st as Beijing seeks to contain a runaway outbreak of the Omicron (and Omicron BA.2) variant. Beijing’s dogmatic promotion of the domestically produced Chinese COVID vaccine (and refusal to import foreign-made, more effective mRNA vaccines) has left the Chinese population poorly protected against the coronavirus as we head into the third year of the pandemic. 

Incredibly strict lockdowns are the only tool available to Chinese leadership as they continue to pursue a “COVID Zero” policy, but with the most recent variant infections and deaths continue to rise as an overwhelmed health and security apparatus struggles to keep up. 

The people of Shanghai, and Hong Kong, and likely soon Beijing are facing extraordinary pressures as hunger and surveillance and fear and censorship take their toll. And the cult of personality that Chinese President Xi Jinping has worked to build over the past decade is squarely in the crosshairs. 

The war in Ukraine isn’t doing Xi any favors, either. Beijing is facing a world now where private companies and investors – both critical cogs in China’s economic systems – have been flexing their boycott muscles. Too draconian a response against potential protests risks triggering a massive global economic backlash. And for a country in desperate need of fuel and food imports, Russian supplies face a logistical blockade of limited infrastructure capacity, geographic challenges, and the constant spectre of international sanctions.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

When Food and Fuel Crises Meet

The Biden Administration announced this morning that it was working with the Environmental Protection Agency (EPA) to make changes to the laws regarding E15 fuel, or gasoline containing up to 15% ethanol. Retailers are allowed to sell an E10 blend (with up to 10% ethanol) year round, but E15 is usually banned from June 1 through September 15–peak automobile travel months in the United States. This is due primarily to concerns over the fuel’s stability in higher temperatures and disputed data about E15’s increased emissions and deleterious impact on air quality. 

The Biden administration’s primarily goal here is to help reverse the climb of fuel prices across the United States, a trend that has been exacerbated by the Russian invasion of Ukraine. The White House estimates that the mix of ethanol in the US fuel supply should knock a few cents off a gallon at the pump. No disputes there. 

The issue comes that the US ethanol supply is made primarily from corn. (Some 40% of US corn production ultimately ends up as ethanol in E10 and E15 fuel blends.) We are currently seeing a global agricultural system that is facing serious increases in inputs from fuel to fertilizers, not to mention a global food crisis stemming from a war between two of the world’s largest grain exporters.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Russia, Rubles and Gold

The Russians are leaning on a tried and true mechanism of sanctioned economies: GOLD! I’ve heard from several corners that this somehow means the Russian ruble is now a gold-backed currency. This is simply not true. Nor does it mean that the Russian Central Bank – and, broadly speaking, the Russian economy – is not in a place of desperation. 

Russia is a hoarder of gold. Russia is also a significant producer and exporter of gold ores and boullion. Russia has the gold to prop up its currency for the short term, but instead the central bank is engaged in a very different game: replacing the ruble with an untraceable medium of trade. To do that the RCB needs more gold. A lot more. And so the Bank is competing with Russia’s own citizens in buying gold and dumping the ruble.

The task facing Russian Central Bank Chief Elvira Nabiullina – who I am on the record saying is likely the smartest central banker currently working in the world – is not an easy one. While the ruble’s free fall was largely halted and corrected, Moscow must cover imports, fund its activities abroad, stabilize its currency, and find inventive ways to prop up strategic industries and secure whatever export income in can. All this in the face of the most comprehensive sanctions program in modern history.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

The Myth of Justified Russian Retaliation

There has been a persistent argument made by Russia apologists – unwitting or otherwise – that Moscow’s invasion of Ukraine is the fault of the West. Or NATO. Or some combination, but with the United States ultimately bearing the brunt of responsibility. It isn’t particularly new, either; Russia and a whole constellation of international relations theorists and political scientists and peaceniks and Russia apologists have been making it for decades. 

I’m not confused by whyit’s happening. It’s absolutely in Russia’s interest to try and make the international community see its actions as reasonable and justified. I’m just confused that anyone believes it. 

At the crux of the argument is a belief that the violent party (in this instance, Russia) has to lash out, and that the victim, (here, Ukraine) has somehow been asking for it. If this kind of framing makes your skin crawl, it should: Russia is an expansionist imperial power looking to justify its state violence against its neighbors by making it their fault.

Which brings us to another inconvenient truth: those who decry NATO expansion, or are quick to believe Moscow’s propaganda – that allowing former Soviet states to pursue a the path of free market democracies is a prelude to US military expansion – ignore Russian history. 

There is no conflict that Russian Vladimir Putin has participated in that doesn’t have a Soviet or Tsarist analogue. Russia has been in a near constant state of war or military expansionism since the 1500s. This is partly explained by the insecurity of the Russian core’s borders. NATO expansion didn’t provide the reason or excuse for Moscow’s current actions. But it does provide those in the way of Russian tanks the opportunity of collective self-defense.

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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

TODAY: Webinar—The Ukraine War and Industrial Materials

Russia is a resource superpower. We normally discuss Russia’s outsides role in global oil and gas markets–a topic we discussed at length in a previous webinar, along with Russia and Ukraine’s role in global grain and agricultural export markets (links below).

Today we’re taking a look at Moscow’s role in supplying our globalized economy’s various industrial inputs. Iron. Steel. Aluminum. Things we recognize. And then all the parts we don’t, but are vital to our daily lives: palladium. Cobalt. Highly purified neon. As you can see from the map below, there are over a dozen commodities where Russia and Ukraine are a globally significant producer or processor. Many of these are also a product of a formerly cooperative relationship between Ukrainian and Russian companies, a legacy of Soviet-era infrastructure and and development. 

To say that’s over is an understatement. The question now is not one of how much Russian and Ukranian exports are going to shrink by. Or how long until supplies come back online. Rather, to what extent has the global supply chain already shifted and how have countries and industries already shifted away? (And what of those who simply cannot?)

Please join us today for an in-depth, no-holds-barred presentation on the new realities of the global industrial materials market, followed by a Q&A section. 

Having difficulty keeping up with the chaotic and quickly-changing landscape of Russia sanctions and commodities markets?

Our upcoming webinar will address how Russia’s invasion of Ukraine and the emerging global sanctions campaign against Russia will impact the world of industrial commodities–metals, minerals and their associated industries.

What happens when a country who is a top 5 supplier of over a dozen commodities finds itself squeezed out of a market already facing serious supply chain dislocations? What challenges and opportunities exist for manufacturers and suppliers across the globe? 

Please join us next TODAY, April 5 as we tackle these issues and more in our upcoming webinar The Ukraine War: Industrial Materials Edition. 

Can’t make it to the live webinar? No problem! All paid registrants will be sent a link to access the recording of the webinar and Q&A session, as well as a copy of presentation materials, after the live webinar concludes. 


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

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY