Supply Chain

The nature of the economic system so many governments are attempting to grapple with right now is unprecedented in modern history. For much of the span of human history since industrialization, [...]

In case you haven’t heard, my upcoming book The End of the World is Just the Beginning gets released this Tuesday, June 14. You can pre-order it here. A lot of my work, and [...]

Demographics are at the core of what we do here at Zeihan on Geopolitics. More than just a count of population, demographic data–often expressed as a pyramid-shaped graph–can deliver [...]

You’d be forgiven if you though the biggest challenges facing the US supply chain was its overreliance on the state of California. While some 40% of US containerized imports come through [...]

The American economy faces shortages of every conceivable product, but few widgets have captured the public imagination as much as semiconductors. Ubiquitous and powerful, these little silicon [...]

Peter’s back from chatting with dozens of firms across the manufacturing, finance and agricultural space and one topic kept popping up: what’s up with COVID vaccine mandates? The answer — [...]

Anyone try to buy anything recently? Like, anything? Throughout northern Mexico, parking lots full of finished automobiles (that are just waiting for a few semiconductors) have become common. [...]