The Russian Reach: Russia’s Wish List Part 1

Flags of USA and Russia merging

The Russians have already achieved a major intelligence breakthrough by influencing American leadership, but what if they started really swinging for the fences? What would be on the Russian wish list?

Ukraine sits at the top of that list, forcing a surrender agreement, eliminating NATO involvement, and crippling Ukraine’s military and economic capabilities. By no means is that the end of the line for the Russians. As Putin puts his head on his pillow at night, he dreams of a dismantled NATO, access to American intelligence, the ability to impose his will on other economies to benefit a struggling Russia, and undermining American demographics and health.

Some of those SHOULD seem far-fetched, but with the way things are heading…I’m not taking anything off the table. The common thread here is that Russia would love to weaken the global influence the US has and open the door for future conflicts in Eastern Europe.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey, everybody. Peter Zeihan here, coming to you from Colorado. The Russians have already achieved what is typically considered the platinum standard for an intelligence operation that has been successful, and that’s getting a foreign leader to repeat all of your propaganda and even make policy based off of it. But now that they’ve achieved that, they are going to aim higher. 

And there’s no reason for them not to. They’ve got Tulsi Gabbard in the white House basically serving as their primary funnel for misinformation. And she’s preventing other information from even making it to his ears. And there are probably we’ll do with this later. Other folks within the Trump administration that are also serving as similar conduits, the bottom line is that the sky is the limit here for the Russians. 

I mean, normally you split your operations in kind of three general categories. You’ve got your day to day operations to undermine foes and support allies and support operations. You’ve got your, brands in the fire where you have longer term assets that are kind of waiting for the opportune moment, and then you’ve got your Hail Marys that you’re lining up. 

You know, you don’t expect any of these to work, but you might as well try. And now that the most powerful person in the world appears to be at least susceptible, I mean, this isn’t Viktor Orban, the prime minister of Hungary, who’s been a Russian stooge for years. This is the most powerful man in the world. 

And so for the Russians, they’re thinking that today the sky is the limit and they’re going for everything. And so this video is a list of the things they’re after. And what’s really depressing about it is you will notice that some of the things on this list, they’ve already achieved. 

What we’ve seen so far with the recent changes in the Ukrainian war with the Americans stopping to send any weapons to Ukraine, barring, any intelligence transfers, barring private entities from doing any intelligence transfers, barring the Ukrainians from purchasing anything like satellite imagery. 

It’s not that the United States is now neutral on the war. It’s that it’s actively sided with the Russians. And there’s even some preliminary reasons to expect that the U.S is actually sharing Intel with the Russians on the Ukrainians. So this is hardly the end of the story. This is the beginning of the story. So it’s worth looking forward and thinking about long term Russian goals and how the Russians can redirect American power to help achieve them. 

And the first step, of course, is any peace agreement. That’s just such the wrong word here. The, the surrender agreement, that the Trump administration is likely to force upon Ukraine in favor of the Russians, what the Russians want. Step one, no restrictions on the placement or type of Russian forces on the Russian side of the Line of Control, but a demilitarized zone on the Ukrainian side of the Line of Control. 

Also, no foreign peacekeepers, certainly. No. No NATO members, in Ukraine’s territory at all. A complete, evisceration of the Ukrainian leadership with Zelensky, the president and his senior political and military staff being remanded to Russia for trial, a public admission by Ukraine that the war is their fault and therefore the Ukrainians are subject to war. 

But preparations and, for the United States to say publicly that the war was also Europe’s idea. So Europe is on the hook for war reparations, financial assistance from the United States to reconstruct the physical infrastructure, the oil, natural gas pipelines that used to cross Ukraine, as well as the Black Sea going to Europe and an end to American liquefied natural gas exports to Europe, so that the Europeans are once again hooked on the Russians for all sorts of energy, a barring of European assistance to Ukraine and military sense. 

And should European arms manufacturers defy that, secondary sanctions from the United States on the countries involved, an American public declaration that the territories that are held by Russia, in Ukraine, as well as in other parts of the former Soviet Union, where they’ve taken over chunks of territory in other war, say, Moldova and Georgia are sovereign Russian territory. 

And therefore, from the American point of view, can never be remanded back. 

A ban on all American weapons transfers and civilian efforts from the business community to help Ukraine, whether that’s for imagery or for weapons or any sort of support equipment. A similar ban on anything coming from Europe and a Russian customs presence at all Ukrainian ports of entry to monitor, to make sure that nothing flows through, and active collaboration with American Intel throughout Europe. 

In order to make sure the Europeans stick to the letter of the deal. And remember, of course, that this deal does not need to be ratified by the Europeans. This is going to be an American Russian bilateral deal, and everyone else can just suck it. 

 Anyway… You get the idea. The point is, for Ukraine to be so neutered as a country that when the Russians decide six months, two years from now to roll in again, it’ll be a much easier fight than it was last time. 

Oh, yeah. De-industrialization of Ukraine specifically for all of its weapons development, most notably drones. That would have to be part of it. Anyway, the whole idea is that so whenever the Russians decide that now is the time to continue the war, they can roll in without a problem, and it would shatter the American relationship with NATO, which is probably on deck anyway, so that the Russians could actually then roll right into the next phase of the war, for Estonia, Latvia, Lithuania, Poland, Romania and Moldova. 

Remember here that this is, this is the swinging for the fences plan. You basically split what any country does with intelligence into a few buckets. You know, number one is your your day to day operations. Number two are the things where you want assets in place so you can take advantage of changes in situation. And the third one is swinging for the fences. 

So you’ll notice that some of these items are already part of the official, American line. For example, the Americans already given in to a number of the Russians, strictures when it comes to things like NATO membership for Ukraine. The Russians are going to push for more. And this is their dream list. And I’m not saying they’re going to get them all, but how far they make it down. 

This list will give you an idea just how tight, Russian control over the white House has become. Let’s see. Next, let’s talk about what the Russians are going to try to get directly, not Ukraine, but for Russia proper. 

Okay. Moving on. The thing the Russians want to affect Russia directly. An end to NATO. The United States pull out and cease all meaningful intelligence cooperation. In fact, turn that intelligence operations that we have in Europe and put them at the Russian disposal so that the Russians have eyes on everyone in Europe, most notably Germany and countries further east. 

So when that they do decide to launch the next phase of the war. Estonia, Latvia. Lithuania, Poland, Slovakia, Czech Republic, Romania, you know, everyone in the Central European bloc can’t get the jump on the Russians and surprise them in the way that the Ukrainians did over and over and over again in the war. Basically use American intelligence operations, maybe even some limited American military operations, to hamstring that whole process. 

All Russian news outlets should be allowed to operate within the United States information space without any sort of restriction. The United States should stop importing agricultural products from Canada, which is mostly, wheat and coarse grains, and instead start importing them from Russia to build a reverse dependency. Compared to what we had during the Cold War, the Russians have studied their own economic history very well. 

They know where they screwed up in the Cold War and basically tried to turn that into an American vulnerability, which could only happen if the American president was really pushing for it, abandoned the American icebreaker program and decommissioned the two icebreakers the US has so that the, high Arctic becomes a Russian only zone of influence. 

Wipe all American held Russian debt to zero, and let the Russians into the heart of the American financial network once again, so they can raise funding from everywhere and even provide a few US sovereign guaranteed backstops to the bond market so that people could invest in Russia and the Americans will take the risk, which would definitely allow them to tap more capital at a lower rate. 

And then finally, perhaps most importantly, use American government financial guarantees to encourage American companies to invest directly in the Russian economy. The Russians have had a complete gut, of their skilled labor force during the war. And because no one’s really been trained in technical stuff since the 90s now, and they’re losing the ability to produce almost everything. 

But with the oil and gas industry, definitely be at the top of the list. So the Russians, literally hundreds of billions of dollars of investment, and it can’t be generated from it themselves. So if you get the U.S. government to pay for it, and the U.S. government to encourage American companies to come into the Russian space and start rehabilitating those fields and building new pipelines, that would be wonderful for them. 

In addition, yeah. It’s not enough for to just rehabilitate Russian oil and gas. You also want to get American companies involved in the production of everything in Russian occupied Ukrainian territories, so that the American government is firmly, in bed with the Russians in recognizing Russian controlled Ukrainian territory. 

Next, let’s talk about the Russians favorite topic and how to smash the American demographic advantage. 

One of the biggest weaknesses of Russia vis-a-vis the United States is demographics. Between the world wars and the mismanagement of the Soviet system combined with massive heroin and alcohol abuse, and then the economic dislocations of the 1990s, the Russian ethnicity is literally dying out. Now, it’s not dying out today. This isn’t China where we’re going to be able to see it within a decade. 

But it’s a multi-decade trend down. And the Russians know that they’re going to vanish from the Earth this century at some point. And that’s part of the reason why the Ukraine war was launched, when it was when they still had enough people under age 30 to try. But when they look at the United States and see that they see a country with much lower mortality rates, especially in younger people, they realize that there is an opportunity, right now with the Trump administration, to undo the last 120 years of progress, in reducing American mortality and in that they have probably the best possible stooge to help. 

And that is RFK junior, who is the new Health and Human Services, secretary, aside from the fact that he is personally staunchly opposed to vaccines are pretty much all types. I mean, they technically call him a vaccine skeptic, but he’s not skeptical. He’s opposed. And even with the measles outbreak we have in Texas right now, he’s saying publicly, you know, vaccines are a choice anyway. 

What the Russians would like to do is increase mortality among Americans. Under age five by at least a factor of ten. Right now, it’s about .6.6 5%. Back in 1900, before the industrialization of medication or mass immunizations, it was closer to 19%. So, you know, it’s come down by like 95%. And they’d like to push it back up. 

And the easiest way to do that is to remove vaccines from the system. You start by doing what RFK says he wants to do and making them all optional. And then you use the his position in HHS to basically dissuade everyone from getting things like boosters and to dissuade the development of new vaccines. So during Covid, we saw the first large scale application of new RNA vaccines, which have an order of magnitude fewer side effects. 

But the Russians were able to basically convince a segment of the American population that they were horribly dangerous. And right now, we have mRNA vaccines starting to come out in all kinds of different disease prevention. And we’re even starting to see the early stages of, say, cancer vaccines because of the technology. I mean, it really is amazing stuff. 

So the Russians would want RFK to do what RFK is going to do and try to smash that development at any possible way in order to keep American mortality as high as possible. 

The Russians think that RFK is so stupid. 

I mean, he’s got to be one of the dumbest people alive today that, they really can’t keep up with how misfired his brain works. Because anything that they try to put into his head, he immediately twists into something that’s even more grotesque. And he’s kind of like a roach motel for conspiracy theories. So there’s this one little contest among the Russian bot farm about who can get RFK to say the dumbest things. 

And the thing is, everyone has one. Because the guy really is a moron. And now he’s in charge of health policy in the United States. So now that the Education Department is likely to go away and its, prerogatives are likely to be split up among other departments, things like vaccine mandates that were used to be enforced by the Education department will now come to HHS, and RFK Jr will be in a position to basically smash those shots first, turning them into voluntary operations and eventually whittling down the list of vaccines that can be used, even if some of these has been approved for decades and really have no side effects at all. 

The goal here is very simple to, over the decades, bleed out the American population so that we end up in a Russian style demographic crisis. 

Let’s talk about the economic space. The Russians would love, for example, to break the power of the US Federal Reserve. Or at least have it redirected to service Russian national goals. The US dollar is the global currency that allows the United States do a lot of things. And part of that is because the Federal Reserve runs a relatively tight ship when it comes to monetary authority. 

Anything that weakens that would be great, especially if it encourages the circulation in the use of non US dollar assets, over which the Russians have a lot of influence, especially through the crime directive. Or keep in mind that the Russian political system is led by Putin is in part a partnership with organized crime. And so any type of cybercrime fall to the core of that. 

So anything that encourages crypto, especially Bitcoin, is something that the Russians would really like to see because it would give them more of an in into the entire Western world and start to eat away from it below. There is nothing in the private sector that could make that happen. But if the US president were to take actions to weaken the fed and encourage crypto. 

Well, there we are. Let’s see, on the topic of the bond market, use the politicization of the FBI to go after any sort of financial institution in the United States that actually provides a degree of economic stability. So these are the major bond traders. These are the major banks. And all you have to do is generate a pretext that, for whatever reason, one of the or more of these groups has a problem with Donald Trump, and then he directs the FBI to basically go in there, start arresting people and shutting things down. 

The Russians would love to see that at scale. And there are so many people in the financial world who are concerned about what Trump is doing economically. It’d be really easy for Trump to drop a hit list, in terms of broader economics, go after the trade relationship, most notably the NAFTA relationship. The Russians understand that they’re no longer manufacturing power. 

And part of the reason for that is that no one trusts them. And so no one will participate with the Russians on supply chains. Well, in North America, the three countries are the most tightly integrated manufacturing region on the planet. And anything you can do to throw sand in those gears is great. So, for example, if you can get the president to go up to Canada and say, you know what, we’re going to change the borders. 

You know, that’s a great idea. Also, this tariff strategy going on and off and on and off and on and off and on off. Last week we had five different strategies for tariffs in Canada in one week. That’s wonderful for arresting industrial development in all three countries. And then what else? Oh yeah. Destroy the agricultural sector. 

Ban the use of things like synthetic fertilizers, synthetic pesticides, synthetic herbicides. This is something that their wind up toy of RFK juniors already working on. Because if you can reduce American yields by half or more, all of a sudden the world’s largest food exporter turns into a food importer. And the Russians gain a lot more leverage around the world because they’re still the world’s largest wheat exporter. 

One more end of American sanctions on the Chinese chip industry. Two things going on here. Number one, the Biden administration built up this great alliance of countries around the world who participate in the supply chain for microchips and got them all to cooperate on restricting access to China. So in breaking this, not only would the Russians break up the American relationships with a lot of the allies, you’d also establish in China an alternative option for high end chips. 

So if relations with the United States and Russia go back to something that’s more akin to normal, there would now be an alternate supply. It would make the Russians far less susceptible to American sanctions for the next war. The Russians try to launch. 

On the security front, things basically fall into two categories, and it’s all revolving around nuclear weapons. The Russians would want to break the relationship between the United States on one hand and the French and the Brits on the other hand, because those are the two countries in Europe today that already have nukes. And there’s a lot deeper relationship here than just having three nuclear powers who are our allies. 

I mean, it’s not just about breaking it so that they’re pointing nukes at one another instead of just at the Russians. And it really comes down to the American British relationship. That relationship gives the United States access to a huge portion of what used to be part of the British Empire. So, for example, there is a nuclear submarine base that the US uses extensively in Scotland that allows for power projections into the northeast Atlantic, which is the part of the Atlantic the Russians are most concerned about. 

If you can, for example, get the Americans to actively encourage Scottish independence. You not only shatter the relationship with London, you also end the American naval presence in that part of the world, which gives the Russians a number of options. Same basic concept is down in the Mediterranean. The Brits have a foothold in Cyprus. They have a foothold in Gibraltar. 

And the Americans both use those assets regularly. But if the American Anglo relationship is broken, then all of a sudden the American position in the Mediterranean writ large dissolves because there’s no place to base. Same goes for places like Diego Garcia in the Pacific. So this is absolutely top tier. It’s definitely falling into the swing for the fences issue. 

But considering the ability of Donald Trump and J.D. Vance to deeply, personally offend the Brits of late and basically talk down the alliance, it’s not something that we can rule out something the Russians would love to see. 

As for the American nukes, Donald Trump is on record saying he’d like to get rid of him completely so that. Yes. Have the Americans unilaterally disarm, or at least get rid of more of their weapons? Maybe have an agreement with the Russians that you can’t place any sort of nukes on any sort of naval vessel. Since the Russians don’t have much of a navy, that’s not them giving up very much. 

And maybe even get some inspections in there so that the Russians can peep under the hood of American military hardware to ensure that the Americans aren’t warmongers. 

Hell, that’s a lot. Okay, we’re not done. That’s just 20 minutes. That’s enough for today. Tomorrow we’re going to go into the really long term stuff that is designed to cripple the United States. Long term things that the Trump administration may already be working on.

The Russian Reach: Christian Ultranationalism

Photo of a bible on the US constitution and flag

I’ve been on the receiving end of more than a few theories on what might be contributing to the absurdity that we’re seeing. One of the more interesting ideas is that there could be some Christian ultranationalism on the table.

Christian Ultranationalism is the ideology that blends extreme nationalism with religious rhetoric, promoting the idea that a global cabal is working to eradicate the white race – and yes, it is often just a cover for racism and anti-immigrant beliefs. The basic premise is that everything in the Western world needs to be toppled and rebuilt.

There are plenty of figures within the US administration that adhere to these beliefs, and they are OBSESSED with South Africa and Russia. Obviously, there’s a lot of discrepancies mixed into this belief system, which makes it an even more dangerous manipulation of religion for political purposes. Oh, and it just so happens to mirror a lot of Russian propaganda efforts.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey, all Peter Zeihan here, coming to you from Scottsdale, Arizona. Since we started the Russian Reach series, a lot of you have been writing in with little tips, information that you’ve got from within the government system right up into the white House, which is kind of crazy. And, alternative theories that might match the facts in front of us. 

And one of these, I think, is worth exploring a little bit. It’s called Christian nationalism. Or really, what it is, is ultra nationalism. It’s the idea that there’s this global cabal out there that is working to undermined and eradicate the white race. It tends to be obviously wildly racist, opposed to immigration in pretty much all forms, unless they’re white people, very violent and, distrust any sort of large organization. 

So they generally hate Catholics, specifically the Pope, Muslims or worse. And as a rule, they think that, Western civilization has been corrupted or controlled from within by these larger forces. And so all of Western civilization needs to be torn down to the studs have been rebuilt with a fusion of church and state. Of course, there’s no agreement as to what church means. 

So really, it’s just a cover for people to be wildly racist and say that white people should be in charge. 

Powerful white people, specific, Powerful white people. Within the American administration, the four biggest adherents would be, Russell Vought, the OMB. Elon Musk, of course, on the outside looking in is Peter Thiel. And then JD Vance, the vice president, is a member of this general. 

It’s not even a club, but worldview. And that kind of gives you an idea of just how flexible, the ideology of Christian ultra nationalism is. It’s, you know, JD Vance is a Catholic, although a practically evangelical Catholic. Elon Musk is practically agnostic. Peter Thiel is gay. So there’s all it’s kind of a big tent with a lot of ideas. 

All I can really say that kind of draws it all together is there’s nothing about it that’s actually Christian. 

I’m no theologian, but I’m fairly certain that there’s a nice hot spot on the other side of the veil for people who try to actually put this into practice. Anyway, there are some commonalities here that kind of run the rainbow with this group that everybody agrees on. There are two countries in particular that they’re just obsessed about. 

And the first is South Africa, because here is a country that white people brought civilization to. And clearly, with the end of apartheid and the return of majority rule by blacks. Clearly this is part of an effort by the globalist cabal to test out white genocide. So when Donald Trump picked a fight on a random Tuesday with the South African government, it didn’t just completely come out of the blue. 

It was routed on by these groups, specifically Elon Musk, who was born in South Africa. The other country that the Ultranationalists are really obsessed with is Russia. They see Russia as fighting the good fight and its demographic collapse as a warning to white people everywhere of what could happen if the Muslim hordes were allowed to rise up. 

And as a result, Christian Ultranationalists are pretty much pro-Russian, no matter what the Russians do. So, for example, if they attack another Christian nation, Ukraine, that’s fine, because they’re just trying to hold the torch for the rest of us. And it’s just it’s kind of silly because the Putin government, one of his chief pillars of support are the ultra violent Muslim Chechens who carry out pogroms against Christians regularly and the Russian military forces when they went into Ukraine. 

 One of the first groups that they attacked were American evangelical ministers which is one of the reasons why it’s kind of just a shade in the background. It’s people using religion as a cover to do horrible things. 

Not that we’ve ever seen that before. 

But the reason it’s worth talking about is not only are some of these people very well placed within the current administration, but, there’s a lot of overlap between Christian nationalism and Russian propaganda these days. The Russians are very well aware of this trend, and they’ve worked to encourage it across Europe and the United States for quite some time. 

And a lot of their useful idiots throughout the US and European political systems fall into this Christian nationalist camp. I’m sure you can all come up with a few names yourself if you put your mind to it. The idea that Russia is beleaguered and needs assistance and should be respected is something that dovetails very nicely with the Russian mindset. 

Every country has their own reason why they think they’re better than everyone else, and for the Russians, they have superiority complex that is based on an inferiority complex. The idea is that we have suffered so much. Therefore, you should do things our way. It’s very powerful, for motivating Russians. And now it’s being repeated basically by these Christian ultranationalists. 

And so whether the issue is going after U.S. intelligence, part of the cabal, going after the European Union, part of the cabal, or simply trying to give the Russians, what they want in places like Ukraine fighting back against the cabal. The Russians have done what they can to dovetail their existing propaganda with these forces. 

So yeah, it can be both. Not just the Russians, but trying to dovetail with a more domestically oriented group that is trying to use a bastardization of religion to achieve its political goals.

The Russian Reach: A Grip on Romania

Romanian flag

If Russia’s influence can make its way into the US on the scale we’re discussing, you can only imagine how bad it is in places like Romania. In December of last year, we discussed the “Red Strings in Romania” (which you can watch here: https://youtu.be/LP7tkPO6Wqk – but things have ramped up.

Romania annulled its presidential election due to proven Russian interference, mainly with Georgescu. He has now been barred from running in May in the re-election. Let’s circle back to how this is playing out in the US.

Tulsi Gabbard and JD Vance have criticized Romania, claiming that Europe is now a bigger threat than Russia. Couple that with the purging of any intelligent government officials near these issues and it’s looking like the US administration is making the case for a broader NATO withdrawal. And I would expect it to only get worse from here.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey all, Peter Zeihan here. Coming to you from my house. I’m about ready to jump in the car and head to the airport, but quick news update. A few months ago there were presidential elections in Romania. They did in two rounds. And the guy who came in first place? Guy by the name of Călin Georgescu. 

 It was a nobody. I’ve been in a couple of minor roles in government. The 1990s really hasn’t done anything with his life since. Except for kind of shifted to the hard right, Nazi salutes and everything. Anyway, Romanian authorities, were able to easily prove Russian intervention in the election. 

Both funding for, rescue specifically. So he’s under criminal investigation right now. As well as, my just a huge social media presence that the Russians have fabricated with as many, fake followers as there are citizens in Romania. So it was it was really beyond the pale. The Russians wanted to see how far they could go. 

Anyway, the first round election was annulled. Repeat elections are going to be held in May. And the news overnight is that George Eskew, has been barred from even running, because of the investigation, because of the Russian influence. Now, this, matters for two reasons. First of all, the U.S government now, both Tulsi Gabbard, who is the director of National intelligence, who has been working with and for the Russians for the better part of a decade, and JD Vance, the vice president, have both come out publicly and said that what the Romanians are doing to withdraw George Eskew is part of the reason why Europe is now a bigger threat to the United States than, the Russians are, which is, you know, propaganda of which the Russians are just gleeful to have people at the top of the American system saying that. And now that you’re just you want to be able to loud to run, you should expect, those statements of the United States to get much, much firmer. 

Two things. Their number one, I can’t speak to JD Vance. That investigation is still in progress, but, Tulsi Gabbard, she’s in the process of going through all the Intel, the strictures, and basically purging anyone who knows anything about counter Russian operations, specifically about her. So that’s a problem. Second, it appears that elements within the administration are looking for a minor ally, like, say, Romania, because they’re in NATO. 

To have a formal breach of relations with in order to basically justify some of their policies and especially, set the stage for a full NATO withdrawal, by the United States. And this is shaping up to be the perfect test case for that. So the Romanians are doing what they need to to protect their system. Decision makers within the American government are very clearly working hand in glove with the Russians on this, and things are going to get a lot worse before they even pretend to tilt towards getting better.

The Russian Reach: Categorizing Intelligence Agents

Man looking a computer screen with reflection

The Russian intelligence system is comprised of a vast and interconnected network of agents. Each of these pawns plays a different role in supporting the “king” back in Moscow.

Today we’ll be exploring these different roles and how they fit into the master plan of the Russian machine.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Forthcoming…

The Russian Reach: Playing Catch Up Part 2

AI generated image of russia and world

This is part 2 of my attempt at catching up to current events in our Russian Reach series. Again, I’m going to let the videos do the speaking for themselves, but here are some questions to ask yourself before diving in:

Am I dreaming? Did I take any hard drugs in the past week? Am I still in my dystopian FPS augmented reality simulator? Whether you answer ‘Yes’ or ‘No’ to those questions, you’re in for a rude awakening…

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey everyone. Peter Zeihan here. You are about to watch a video on a series that I’ve put together called The Russian Reach, which examines the role of the Russians in manipulating the current white House as well as the US government in a broader sense. 

For anyone who signs up for my newsletter for watching any video for the remainder of the month, any sense that you would have normally given me for the next three months is going to a medical charity called Med Share. 

But your steps in to help out communities who, through no fault of their own, have temporarily lost the ability to look out for themselves. So, for example, if the Russians are bombing your power grid and the Americans are no longer providing the tactical intelligence so you can anticipate the missile strikes and position your air defense and the Americans. 

Furthermore, have stopped all financing to help you repair said power grid. In the aftermath, Medicare steps in to help hospitals with things like diesel generators. This QR code will take you directly to the Ukraine page, and that is where all of the donations will be going. 

Hey, everybody. Peter Zeihan here. Let’s see. Let’s start with the Defense Department. Secretary Hegseth, has said that the reports that he gave the order to stop cyber operations, defending and defending against Russian cyber operations or disrupting their cyber operations was not actually true. Didn’t say the statement. He just retweeted somebody else’s, newspaper article. I have no way of confirming that personally. 

But I will point out the original report came from within the Department of Defense. So I have my doubts. But for the moment, let’s just take folks off at his word. Good. Because the Russians have certainly not stopped hacking us. But if you look across the rest of the US government, the trend is definitely in the direction of just lying back and let it happen. 

So there’s something called, let me show you this. Right. See, so the Cybersecurity and Infrastructure Security Agency, this is the group that prevents, the Russians from hacking the elections. Either going after the hardware or participating in misinformation. It wasn’t disbanded. It’s just all the people were fired, and, no one has been brought in to do the work since then. 

Second one comes out of the Justice Department, which, Pam Bondi is the secretary of Justice now, and Task Force Klepto Capture, which was designed to go after foreign assets held primarily by Russian oligarchs. They basically stopped that work altogether. So it doesn’t matter where you got your money. If it’s from theft or criminality or whatever else. If you’re Russian, you’re in the clear. Now. Investigations have stopped, and the third one is at the FBI, the Foreign Agents Registration Act. Basically, if you’re in the United States and you’re a citizen, you’re going to be doing the work for foreign government. You have to register of doing the work for the foreign government. Well, not anymore. 

Donald Trump’s team has fallen, a foul of this act. Many, many, many, many, many times, for either not reporting or reporting after the fact. And now you just don’t have to do it at all. So we’re on a one off for China mean it’s not going to be enforced. 

 Want to work for Russia? Go for it, Turkey. Take your pick. Okay. What’s next? 

All right, let’s talk about what’s going on with the federal bureaucracy for in terms of hiring and firing. So first, some good news. The Trump administration has reinstated the people who were disassembling nuclear weapons. The people that he fired while the weapons were disassembled, the check on, you know, safety and maintenance of the so-called those people are back at the jobs, thank God. 

Okay. However, overall, in the last eight days, the rate of firings has increased dramatically. We’re probably up to about 70,000 people have been fired. That’s about two, maybe 2.5% of the workforce. Keep in mind, these people aren’t really gone. Because, Trump doesn’t have the legal authority to fire them. So, in the time that since Trump has come in, which is we’re in week setting, I think, most of these people have been been reinstated by labor boards and especially courts. 

Thing to keep in mind is that the premier authority in the United States is not the president’s Congress. Congress, establishes the bureaus and the departments and pays for them with taxpayer funds. And it’s up to the president to manage them. Now, the president does have a huge amount of autonomy and how to do that. But there are limits. 

And so in this specific case, what we’re seeing is the people have basically been reinstated by the courts, but the Trump administration is not letting them back to work. However, Congress has mandated that the services that they were providing still be provided. So we’re starting to see large scale hiring of contractors to do the work. So, basically, we’re paying for everything twice now. 

So budget deficit goes up. And if this sounds familiar to some of you, that’s because this happened also during the first Trump term. So he apparently either didn’t learn his lesson or thought that if he did it on a grander scale with less competent subordinates, he would get a different outcome. And he does get a different outcome. 

It’s costing more. Okay. What’s next? 

Okay, let’s talk tariffs. On the 4th of March, when we launched the series, Trump had just announced a 25% tariff on Canadian Mexican products. Two things going on here. He instinctively believes that a trade deficit is something that, is unfair. And so he wants to get that down to zero. And we do have large trade deficits with both countries. 

But keep in mind that, every Canadian province and every northern Mexican state trades more with the United States, and they do with the rest of their country, which is another way of saying that their industrial plant is fully integrated into ours. And so we get all the benefits of their industrial plant without having to pay for their Social Security equivalent, their health care system, their infrastructure, their education, any other maintenance. 

So we get the results of all the good stuff without having to pay for all the stuff that comes from running a government. This is a really good deal. Anyway, Trump has, of course, modified his position and say, now it’s all about illegal migrants and, fentanyl. Keep in mind that fentanyl is not actually controlled by the drug cartels. 

It’s a mom and pop operation where three guys in a garage can make tens of thousands of doses very easily. Also, the precursor materials come from China. That’s why the Chinese have their own tariff structure now, which is now at 20%. 

But, those precursor materials are shipped largely through the US mail to the United States, where they are repackaged and then shipped on to Mexico. So if you’re looking for the low hanging fruit and how to, destroy fentanyl is a problem, and you don’t want to go after demand in the United States, going after the post office is a much cleaner, simpler, cheaper method. Because as long as we have these tariffs going on and often enough. Oh, sorry, I forgot to say, on the sixth. 

Yeah. On the sixth, Trump had, conversations with both. Claudia, shame on the Mexican president and Justin Trudeau, the Canadian prime minister. And the tariffs, for the most part, were deferred for another month. So they were originally put on in February. They were pushed a month. They took effect for 48 hours. They have been pushed another month. And this back and forth and back and forth and back and forth, has generated so much geopolitical and regulatory uncertainty that inward investment of the United States, it’s basically frozen, especially for American companies, because they just don’t know what the rules of the game are going to be. 

And so even if you’ve got a stronger tariff today, against China, you really don’t want to move your industrial plant if you don’t know what the rules of the game are going to be. There’s one other problem is that, you know, one of my favorite quotes, the enemy gets a vote. The Canadians, did a first round of small tariffs, to counter Trump on the fourth. 

They haven’t pulled those back. And Ontario, which is the largest, most populous, most industrialized, most integrated in the United States province, their premier, premiers kindof a governor in the American parlance. Ford has announced that on Monday, which will be the 9th of March, I believe that a 25% tariff will go into place on all electricity exports to the United States, and that primarily affects New York, Minnesota and especially Michigan. 

So Detroit was already freaking out. Because the tariffs that Trump put into place affect anything that crosses the border. And the integration between Detroit and Ontario sees products go back and forth across the border on an average of like 6 or 8 times. And so they be terrified each time, which would add somewhere between 4 and $10,000 a vehicle for the final product. 

For automotive. Doug Ford is basically taking a page from the Trump book and saying, fine, you want to be crazy, you want to put in tariffs that have nothing to do with the trade situation. Fine. Here’s one on electricity. You have fun with that. And he indicates he’s going to keep that in place until this terrorist situation is completely put to bed. 

Whether or not I believe him, I don’t know. I’ve never had a chance to meet the guy. This is a new thing for him, but the dude, is is arguably the second most powerful person in the Canadian system because Ontario is so big relative to the rest of the country, it would be like Florida, Texas, and California all wrapped into one, with a much bigger industrial plant relative to that size. 

All right. What’s next? 

Okay. NATO. Well, no. Two in the European Union. Don’t have perfect overlap. The countries that are in the European Union that are not in NATO, like Austria and Ireland, are generally neutral, which doesn’t necessarily mean that they love the Russians or anything like that. They’ve just choosing to not shoot anyone anyway. Things are changing. The Trump administration’s basic abrogation of NATO leadership and, retreat on Ukraine, which is really the only issue that the Europeans care about right now, has forced them to do something that is honestly long overdue and, expand their defense spending. 

We did a video already on the German situation, which is its own, ball of wax. But now the European Union nonmilitary organization is getting into it, too. And, basically, they’ve got this thing called a debt break. Where you can deficit spend up to 3% of GDP. Do any more than that, you get in trouble and you start getting fined by the European Commission. 

So what they’ve done is they this is a condition for the monetary union. Otherwise they were afraid that some countries would just print currency like mad and deficit spend like mad and, wreck everybody’s plan. So limits. Anyway, in the last four days, the EU ministers met and they agreed to suspend the 3% limit. If what puts you over is defense spending. 

And the thinking is that this by itself will free up about 6 to €700 billion, which is about 630 to 750 billion USD, for unspent defense spending. And if that is all spent in the next 2 or 3 years, basically you’re looking at the European Union countries roughly increasing the collective defense spending by somewhere between 50 and 100%. 

So significant margin, is it enough for them to carry the water on Ukraine and everything else with it, the United States? No. But it’s a step in the right direction. And if you know, nothing else good comes from what’s going on right now in the world. Having the Europeans have some more capabilities on the surface seems good, but you know, there’s 27 EU members and each have their own story. 

So that is a very dangerous blanket statement to put in there. Something that I addressed in the German video that I think went out yesterday, having a hard time keeping track of time. Okay. What’s next? 

On March 7th, Polish Prime Minister Donald Tusk announced before the Polish parliament that Poland would be withdrawing from the Ottawa Treaty on the Banning of Landmines and the Dublin Treaty on the Banning of Cluster Munitions, in order to build out a defensive capacity that allows them to defend better. They’re also going to do a nationwide draft of all men of military age to prepare for the war with the Russians, because they know that they are next after the Russians are joining with Ukraine. 

And furthermore, he announced that the government is formally considering starting the exploration process to build its own independent nuclear weapons system. Because ultimately, that’s the only thing that’s going to be able to hold the line. It takes years to build up a conventional military. And while Poland has a head start, it’s not going to be able to stand up to the Russians on their own. 

Certainly nothing without United States assistance. And we should expect many, many other European countries to follow these broad guidelines, especially when it comes to nukes. With Finland and Sweden being at the top of the list, Romania probably being right there with Poland, and shortly thereafter the Germans will have no choice but to consider doing it themselves.

The Russian Reach: Playing Catch Up Part 1

AI generated image of russia and world

We’re only four days into this series and somehow it seems as though we’re weeks behind current events. So, I’m doing some rapid fire updates this weekend to bring everyone up to speed.

Even if I sat here with a dictionary, a thesaurus, and ChatGPT trying to come up with the right words to describe these last 96 hours, I’m not sure I could muster up anything better than this: HOLY S***!

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey everyone. Peter Zeihan here. You are about to watch a video on a series that I’ve put together called The Russian Reach, which examines the role of the Russians in manipulating the current white House as well as the US government in a broader sense. 

For anyone who signs up for my newsletter for watching any video for the remainder of the month, any sense that you would have normally given me for the next three months is going to a medical charity called Med Share. 

But your steps in to help out communities who, through no fault of their own, have temporarily lost the ability to look out for themselves. So, for example, if the Russians are bombing your power grid and the Americans are no longer providing the tactical intelligence so you can anticipate the missile strikes and position your air defense and the Americans. 

Furthermore, have stopped all financing to help you repair said power grid. In the aftermath, Medicare steps in to help hospitals with things like diesel generators. This QR code will take you directly to the Ukraine page, and that is where all of the donations will be going. 

Hey, everybody. Peter Zeihan, here it is early in the morning on March 8th. March 8th? We’re deep into the series on the Russian reach right now. And while it has only been, oh, my God, four days since we launched it, so much has evolved. So this video today is going to be an attempt for me to get you caught up on everything that’s gone down in the last 96 hours. 

This is Loki. He’s my copy editor. 

This week, the Trump administration sent a delegation to Kiev to speak with the opposition, which in of of itself is not all that odd. The United State maintain a bipartisan boring you. Yes. So US maintains a bipartisan foreign policy, and that’s not just a Democrat Republican thing. 

It’s an us and them thing. The idea being that you never know who is going to be across the table from you after an election. So you maintain good relations with both sides. So whenever we’re visiting another democracy, if there is time, Secretary of state or whoever tends to carve out at least a little bit of time to meet with the other side to keep everybody in the loop in an agreement, at least until this week, because the only topic that the Trump team wanted to discuss in Kiev and then even bother going to speak to the government was, how do we get rid of Zelensky specifically, how do we get early elections so that he can be gone now to God? This is a very Russian thing to do. In fact, Russia is the only country where we don’t have this sort of bipartisan approach because there is no opposition. Every democracy in the world is going to look at this and see the United States playing favorites and willing to tilt the electoral balance like they did in Germany recently. 

And it’s going to put a chill on relations with everyone for everything, unless it happens to be a one party state, in which case they’re going to take their own lessons from it. Right now, to their credit, the people who the Trump administration met with turned him down flat. They’re like, guys, we’re we’re in a war. 

We’re under martial law for good reason. And Zelensky, while he’s our political opponent, is doing a decent job. I mean, the only people who think he’s a crook are the Russians. And you. So, you know, kudos there. But this is definitely going to have reverberations for U.S. policy moving forward everywhere. All right. What’s next? 

All right. Next up is Russia. Vladimir Putin, on the 6th of March, preemptively rejected every version of every ceasefire plan currently under discussion, saying that none of them even remotely addressed Russia’s concerns. Keep in mind that the Russian goal here is not simply to destroy Ukraine, but it’s to carry on the war until it reaches a more defensible perimeter that includes all of the territory of Moldova, Estonia, Latvia, Lithuania and at least the eastern half of Poland, or at least the north eastern half or quarter of Romania, basically getting all the way to the Vistula River, the Danube River and the Carpathians, and probably now including Finland. 

Now, now that I think about it, the Russians will settle for nothing less than the complete demilitarization of Kiev. The extradition of Zelensky and absolutely no foreign peacekeepers on Ukraine territory at all, because they want to be able to restart the war after a cease fire once they’ve had a chance to rearm and get more equipment from China, North Korea. 

And right now, the Russians feel absolutely no compunction to negotiate on everything because the American administration is basically using Russian talking points on everything, calling Zelensky a dictator and a criminal, saying that the Europeans are the actual war party here, not the Russians who are the rapists and murderers and so on. So, yeah, good luck with those negotiations. 

Okay, What’s next? 

All right, let’s talk about what’s going on. On the ground, on the war in Ukraine. A couple days ago, the United States stopped all intelligence cooperation with Ukrainians, making it much easier for the Russians to bombard Ukrainian cities, because no longer are they getting early warnings about the attacks, they can’t position anything. It also prevents the Ukrainians from going after Russian logistics because they don’t know where they are now. 

In addition, on the sixth, the United States banned all private companies from selling any sort of recon related information, including satellite images, to the Ukrainian government. So basically, we took what was a gutting and turned it to a complete blackout. And on the seventh, the Russians claim that they have achieved a series of breakthroughs in Kursk province. 

That’s a little chunk of Russia to the northeast of Ukraine that Ukrainians have established a foothold in over, last summer and into the winter. Basically, the Russians are now able to maneuver without any problem, they’re not being seen. Or more to the point, they’re not being seen by the Ukrainians. And so the Ukrainians simply can’t move troops to where they need to be. 

So the United States has basically fully sided with the Russians here. And for the Russians to achieve some sort of breakthrough on this short time frame, you know, less than 72 hours after the original information cutoff. The Russians are slow, so there is no way that the Russians could have moved that far that fast, with that sort of achievement, without some act of collaboration on behalf of the US government. 

So it’s not that the United States is neutral in this. It’s not that the United States is siding against the Ukrainians. It’s the the United States is now actively assisting the Russians in the war. Okay. What’s next? 

Okay. Final one. In the last five days, the US government has launched a pretty significant assault on its own ability to gather and publish information. I’m not just talking here about things disappearing from online websites, although that is a big deal. But more specifically, the Trump administration has dissolved the federal Economic Statistics Advisory Committee, which basically helps put together the data for things like GDP and, inflation and employment. 

They’re gutting several of the committees that work to do the work on these things. Within the Bureau of Economic Analysis, which is the platinum standard for government statistics on a planetary basis, and in general, going after the Department of Labor and the Bureau of Labor Statistics as well. Noah has been. That’s the National Oceanic and Atmospheric Administration. 

Basically, whether for the federal government has basically been so pared down from staff, it can’t function. And it’s removed all of its climate data, which is making the farming community freak out because, you know, I don’t know if you knew this, but weather’s kind of important to farmers. And then in the census, they’re stripping out anything that has anything to do with, undocumented populations. 

Keep in mind that the census counts these people not because they’re citizens or because they’re going to qualify for services, but so that urban centers and states have some idea of what the population complexion is in their state so they can make educated decisions all in, it’s generally blinding the US government at all levels to the reality of the situation on the ground, making policymaking difficult. 

And just to make it a little bit worse, the Trump administration wants to rejigger how GDP is calculated so that the actions that they’re taking right now, aren’t reflected in GDP data officially. The idea is that we’re trying to pare down the federal government. And so that would make it look like we are having a recession when it’s really a one off. 

But really, this is more of an Argentina style Potemkin bullshit, where if you know, the statistics are going to be bad, you change the way that they’re generated so they don’t look nearly as bad as they really are. That’s a lot. We’re going to continue to try and keep you updated. Hopefully I won’t have to do anything this long every single week. 

But there is so much going on and there is so much breaking. As I said in the series, we’re seeing an active deconstruction of American power here, and the events of just the last 96 hours are kind of mind blowing that any of these things have happened, much less all of them.

The Russian Reach: US Cuts Ukraine Intel & Dominos Fall

A Ukrainian soldier in the trenches

The US has halted all intelligence sharing with Ukraine. If you thought the weapons cutoff was a big deal, buckle up. Since Ukraine relies on US intelligence for battlefield maneuvers, we might as well start air-dropping blindfolds to Ukraine.

You can bet your ass that Russia will happily exploit this weakening of Ukraine. However, the fallout of this move by the US is not contained to the battlefield, or even the region. Key US allies are now raising alarms over fear of intelligence leaks and potential Russian access to sensitive information. The Five Eyes alliance is on red alert over the lax handling of classified data and leadership purges under Trump.

This is an unprecedented intelligence breakdown and puts a fat ole ‘X’ on US credibility.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey, everybody. Peter Zeihan here, coming from Colorado, this one is going to seem a little out of order in the series, but, events are happening very, very quickly. We’re getting overtaken by them. It’s the 5th of March while I’m recording this. 

And the United States has just ceased all intelligence sharing in cooperation with Ukraine. There’s any number of reasons why this is not in America’s interests. Not to mention, you know, all the Intel that the U.S was gathering from Ukraine. But for the Ukrainians, this is actually far more important than the weapons cutoff that is now about 96 hours old. The United States contrary to what you might have heard, has supplied Ukraine with less than one third of its, equipment in any given day of the stuff that is important from somewhere else. 

And probably 40% of the total that Ukraine uses now is produced within Ukraine itself. So while losing access to the weapons flows is bad, it’s not nearly as deadly to Ukraine as losing access to the information that allows the Ukrainians to target it. The Russians outnumber the Ukrainians in every field, and can draw upon the old Soviet era stockpiles, in addition to the Chinese and North Korean troops and equipment. 

That gives them a huge numerical advantage. So the way the Ukrainians have been staying, one step ahead is to do two things. Number one, try to turn the war into a war of movement at any given point so that numbers in any particular place can be moved and concentrated to attack Russian weak points, as opposed to staying still and letting the Russians to come to them and grind and grind and grind. 

And then, number two, know where the Russians are coming from, not just so you can maneuver, but so you can target logistics in that direction and know which rail lines, in which trucks, in which intersections and all that good stuff without American signals intelligence, satellite intelligence, a lot of that goes away. The other NATO countries do have some capacity, but, the agreements that are made with NATO were specifically designed so that the United States maintains preeminence in all of that. 

And by turning it off, the Ukrainians basically lose every advantage that they had in the fight, with the exception of the drones. And the drones require long range targeting information that came from the Intel. So they can really only be used relatively close to the front. In contrast, every advantage that the Russians have can now be pushed to its ultimate maximum because they will be encountering Ukrainians in pockets that can’t maneuver intelligently, and just overwhelming them with sheer numbers of weapons and people. 

So far from being an honest broker, far from trying negotiate peace, this is a flat out effort by the Trump administration to crush the Ukrainians on the battlefield as quickly as possible, and about the only thing that they could do that would be more horrific than this would be to actually provide information to the Russians directly. And we are now in a World war. 

I can no longer rule that out. 

Well, shit, we may already be there in the time that it took us to process the previous section of this video. We’ve had a number of America’s close security partners. Israel, Saudi Arabia, Canada, the United Kingdom, Australia and New Zealand all publicly float through back channels that, they are considering suspending, at least selectively, intelligence, cooperation with the United States. 

The two reasons given, again, backchannels very, very spy worthy are they’re concerned that the United States is just hemorrhaging classified information, not necessarily the information per se. And the findings, the raw Intel, all of that, too, but methods of collection and integration that would basically endanger their entire Intel networks and their own national security. And of course, the second piece is whether or not the Russians are actually reading any of this as well. 

Quick backstory. So intelligence cooperation with Saudi and Israel has always been a little, tongue in cheek because, like, we’re worried that the Americans are going to leak and then something bad will happen. And the Americans, like, we’re worried that you’re going to leak and something bad is going to happen. So it’s always been a little bit of back and forth, and we only cooperate with one another on the things that are of direct interest to Israel and Saudi Arabia. 

It’s not like they’re getting the motherlode here. But their primary concern, of course, is if you’re Israel and if you are Saudi Arabia, or 3 biggest threats are Russia, Iran and Iran’s various proxy organizations throughout the region, groups like Hezbollah. And if we now have the United States compromised, there is a question as to how much American Intel and global Intel is getting into those hands, which would, of course, be a real problem for Israel and Saudi Arabia. 

The second issue, deals with the Anglo states, Australia, New Zealand, the United Kingdom and Canada. Those four combined with United States are called the Five Eyes. And it is the tightest alliance in human history, the tightest alliance in American history. And it is the only system in the world that is basically an open book for Intel sharing. 

So the United States collects the lion’s share of the Intel. But there are other things that the other allies are better at, and they all have their own regional networks. So the US collects its bevy, we go and we have a powwow with the rest of the Five Eyes. We compare notes with what they’ve collected, and then we all go back home and take the information that we’ve learned and use that to inform additional investigations using our other partners. 

And we just go back and forth and back and forth. It’s a very robust, very productive system. But the five eyes are have two concerns. Number one, the way that the Trump administration is completely gutted, the top level of our intelligence directorates, has them terrified because they are seeing things leaked out into the public sphere. That should be kept secret. 

In addition, they’re also very worried about Elon Musk’s Doge, because you’ve got people who are in their 20s with no security clearance or getting access to databases, and then just posted it on social media because it’s fun. Whether this is just rank or gross incompetence on the part of the Trump administration or the Russians are directly manifesting these things from behind the scenes, really doesn’t matter at this point, because anything that gets out, the Russians are going to pick up anyway. 

So the five eyes are seen, Russian eyes and fingers in the heart of their own national intelligence system. 

Right now, which means that the United States just isn’t a competent or a trustworthy partner to them. And so the question isn’t how will cooperation be scaled back, but how much and where? This isn’t the end of the relationship. This can probably hopefully be fixed, but we haven’t had this sort of sustained breakdown in intelligence collection and processing in the United States ever, not even with the most robust, Soviet moles, Russian moles that we’ve seen. 

Folks like Walter James. I can’t believe I have to say this, but if you are one of my followers in the intelligence community, and you are concerned that your senior leadership is either completely incompetent or has already been compromised, your options are limited for what you can do. And I’m assuming you want to do it by the book, in which case the authority that has oversight over your entire world is the Senate Select Committee on Intelligence. 

That’s where you need to go. Anyone who says giving information to the oversight committee is traitorous is themselves a traitor. Because this is how the system works. This is how you do it by the book. This is the part of the legislative branch that has actual tactical oversight over everything in the world of Intel. So don’t let people bullshit you on things like that. 

And if you are one of my non intelligence industry followers and you do not have a senator who is on the select committee, leave them alone. They’re dealing with enough right now as it is.

The Russian Reach: Why Leadership Doesn’t Matter…Until It Does

Photo of the US capitol

Despite the short-term emphasis placed on the title of president, chancellor, or prime minister, the reality is that leadership typically has minimal impact on the trajectory of a nation. The real movers are geography and demography; however, sometimes a leader can be the exception to that rule.

If you take the US, it’s clear that geographic security enabled a flexible and powerful military. If you look at German history, constant neighboring threats lead them down a different path. Demographic structures carry influence in all spheres of life. Younger demos can drive consumption and inflation, while an older, wealthier demo fuels investment and stability. Again, geography and demography are structural realities that are often “untouchable” by a singular leader.

And yet, there are pivotal moments when a leader (or single decision for that matter) can change the course of history. We’re talking about instances like Churchill’s stance during WWII or Zelensky’s defiance in the opening week of the Ukraine War. And now, Trump is pulling the US from its post-Cold War holding pattern and plunging it into a deglobalized system.

Trump’s leadership, coupled with his ability to appoint unqualified officials with little opposition, is a symptom of the disintegration of both major US political parties. Which means we’re entering a period where outside forces, like Russia, can weasel their way into American politics.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey, everyone. Peter Zeihan here. Coming from Colorado. Today we’re launching into our new series on what the hell is going on in Washington. Over the last few weeks, The Donald Trump administration has taken a number of steps that I don’t think pushed the MAGA agenda at all. And can’t be explained away as incompetence or toddler syndrome or whatever you want to call it. 

Something else is up. It seems like the actions were designed specifically to tear down American power over the long term. And so I want to start by talking about why normally leadership just doesn’t matter. All countries are shaped by two things, their physical environment, their geography and their population structure, their demography. You understand those two things. 

You can understand the challenges, opportunities and tools in front of a country. So, for example, if you’re a country like the United States that is surrounded by oceans, you don’t have to spend a lot of resources on defending the homeland, especially not on land. And armies are expensive, both in terms of money and in terms of manpower. 

So if you are freed up from that, you can then instead invest your people in doing something that will actually earn income and invest your military and naval forces, which, while not cheap, can be wherever you need them to be. And so you basically get a much more mobile military force, and you get to choose the time and the place of when a conflict happens, rather than the other way around. 

Another good example are the Germans. They are surrounded by potential competitors the Dutch, the French, the Austrians, the poles, the Russians, the Swedes and off the coast, the Brits. And so no matter where the Germans look, they face a potential threat. And throughout all of German history, until very recently, the goal was always to consolidate as quickly as you can, develop as quickly as you can, just in a panic, and then eliminate one of the threats so you can focus on the others. 

And this generated a very hostile, erratic, rapid German economic and security policy that eventually triggered a couple of wars. That ended the European order, as it was until World War Two. And it was only with the creation of the European Union and NATO where the Germans were no longer, viewed themselves as surrounded by enemies but surrounded by allies, that this finally changed, of course, that shaped their economy because they still have that built in. 

And so they focused everything on industrial activity because that’s what they knew. And because the frantic miss in the culture never really went away. They just focused it differently, which was triggered some of the economic problems that the Europeans are having. Now. You can play this for any country. Open borders means you have to have an army and you’re going to be a little nervous if you’ve got a rampart between you and everyone else, like, say, the Chileans versus the rest of the world. 

With, the Andes Mountains, you get a culture that can be very productive, a pretty laid back because you’re not facing any sort of threat on a regular basis. And then everybody in between. That’s for demographic structure. It’s a question of balance among people who were under the age of 18, roughly 18 to 45, 45 to 65, and retired that first category. 

Those kids to expensive. And you have to house them, clothe them, feed them, educate them. And for most adults, raising your kids is the most expensive thing you will ever do. Certainly more expensive than purchasing a house, but it does generate a lot of consumption, which generates a lot of economic activity 

Next group, 18 to roughly 45. These are your young workers. These are typically your parents. And just like with the kids, lots and lots of consumption because they’re buying homes, getting educated, and, buying cars. So we have a relatively low value added workforce, but still a lot of consumption and a lot of inflation, and you got people 45 to 65. The kids are moving out. The house has probably been paid for and they’re preparing for retirement. They’re also paying a lot of taxes because they’re experienced workers that are very productive with high incomes. 

So this is the tax base. This is the capital stock. This is the stock market. And then when you retire whatever assets you’ve accrued, you want to protect them. So you move out of things that are relatively risky, like say the stock market and go into things that aren’t like cash or property, and then you basically just whittle away at it until you pass on. 

Every country has all of these categories. The question is the balance. If you have a lot of young people, you have a consumption led system that tends to be inflationary. It’s also easier to build an army. If you have a more mature system, you’re going to have a little bit more capital, a lot more industrial capacity. It might be easier to do a Navy. 

It’s got an advanced population 45 plus. The capital you have is massive, and your ability to invest in technology and be making yourself a technocracy is a very real possibility. And usually countries that are in this stage have some amazing growth patterns. But it’s not from consumption, it’s from investment, it’s from technological breakthroughs. It’s from the application of those technologies. 

And then eventually you retire and everything stops. What does all this have to do with leadership? Well, very little. You can’t leader your way out of your borders without a war. And while wars do happen, consolidate and whatever the territory on the other side is a multi-generational thing. And the consolidation usually matters more than the conquering. 

So when you look back at, say, American history, as we expanded westward through the continent, we don’t remember the politicians like Paul King, those who came before that actually expanded the borders very well. We think of the politicians that successively turned the country into something else. On the other side of that, we think of Eisenhower. It’s a different sort of work. 

It takes time, and it takes a lot longer than any one leader ever has. Even if you happen to be a despot who happens to be a genius and you take over at age 22 and you rule your entire life, this is the stuff not so much of decades, but of centuries. Same and population policy. Let’s say we had a really robust population policy that really encouraged large scale childcare to allow workers to both work and have kids. 

Well, that’s not going to hit economic headlines for 25 years, because you have to wait for the kids to grow up and become adults themselves. Leaders just don’t change that. But every once in a while, we have a moment in history where the decisions that are made in the short term don’t just matter. But after everything. A great example is Churchill, during the Blitz, could have surrendered, cut a peace deal with the Nazis. 

But no, he decided to make his country and unsinkable aircraft carrier and pray that the winds of time would be favorable. It was a gamble. It worked, and history would have turned out very, very differently had he, not me personally. I put Zelensky’s quote to Ukrainian president of, when the Chechen hit squads were closing in and the United States offered evacuation. 

He says, I don’t need a ride. I need ammo. That changed the course of the war. And without that decision, this conflict in Ukraine not only would have been over a lot longer, we’d have a lot more dead Ukrainians than we have now, but we’d already probably be hit deep in a war on the plains of Poland. 

We’ve been at one of these moments for arguably the longest window, in human history, for these last 35 years. Ever since the Cold War ended, the world has kind of been in this weird little transition period where the old globalized system of the US, built to build an alliance to fight the Cold War, was mostly maintained, and the structures of globalization on the economic side were mostly maintained. 

But we’ve all been kind of a holding pattern to see what the United States was going to do. And most of my work, most notably my first book, The Accidental Superpower, is about this dichotomy and how it can’t last, and that sooner or later, the United States is going to move on to something else, whether it’s something internally, something regionally, the Western Hemisphere, or sees something shiny elsewhere. 

And this whole system was going to end anyway. But no world leader, no American leader really took advantage of that moment to do something or take us in a different direction. Until now. And that person who is doing something is Donald Trump. But rather than translating American power of this moment into a new system that will last for decades, he seems to be tearing it down. 

Which is why we’re doing the series. There’s something else to consider about why Trump has been so successful and is faced so few obstacles. And it’s more than just the fact that the United States military is more powerful than everyone of the allies combined. It has to do with what’s going on in the United States, because our political system is not stagnant. 

It evolves, too. And every generation or so, the factions that make up our political parties move around. And in those periods and these windows of opportunity, in these transition moments and these interregnum politics become unstuck. So I would argue that what we’ve seen in the last 15 years is a complete disintegration of both the Democratic Party and the Republican Party, other apparatus and loyalty system. 

In that environment, MAGA was able to hijack and take over the Republican Party quite successfully, whereas the Democrats more or less just dissolved as an institution. We’re in the transition process here. We are not seeing anything close to what the end result will be for the next period of American history. But at this moment in time, the institutions which are based on the parties, which are based on the people are in flux. 

And I think the best example I can highlight for that is what’s gone on in the US Senate. No American president has ever had all of his cabinet appointees approved. You have to get confirmed by the Senate with a majority except Donald Trump and phase two. And without a doubt, this is the least qualified cabinet we have ever seen in American history. 

And every single one of them have gotten through. We’ve gotten a guy who pledged publicly to turn the FBI into a vindication engine, specifically to prosecute the president’s opponents, confirmed. We get a vaccine skeptic who’s a complete nut job confirmed. We get an agricultural secretary who’s never been on a farm, confirm, and we get a defense secretary whose military experience is limited and has absolutely no experience in policy. 

Whatever confirmed all of them got through, all of them got through quickly. All of them got through easily. This is not my army. This is not the power of Trump’s charisma. This is an issue that we are in one of these moments where the institutions are in flux, most notably the political parties in this case. And until that firms back up, the Senate has basically abdicated responsibility and that provides opportunities for others who are much more organized, who are not going through this sort of flux to exercise their will. 

Which will bring us to the Russians. And we’ll tackle them tomorrow.

The Russian Reach: Series Introduction

Flags of USA and Russia merging

There’s been a slew of US policy changes that the Trump administration has laid out. I’ve done my best to explain away as many as I could with conventional political reasoning, but I’m not sure I can anymore. Today, I’m going to be laying the foundation for a multi-part series on what is happening in Washington.

The list of policy changes is far too long to mention every single one, but some of the heavy hitters are: Ukraine aid suspension, trade tariffs, government firings and bureaucratic disruptions, and major foreign policy shifts. Again, I’ve tried my best to justify these moves using all the frameworks at my disposal, but when the things I’m seeing can’t even be rationalized away with MAGA ideology or incompetence…something more concerning could be shifting in US governance.

This series will explore the departure from traditional American policy that we’re currently seeing, what that means for the future trajectory of the US, and what the actual f*** is going on.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey, everybody. Peter Zeihan here. Coming to you from Colorado. This one is going to be awkward. I am absolutely not a conspiracy theorist. In fact, I last five years, spent a substantial amount of my time, talking people down from theirs. But, so much has gone down in the last just couple of weeks that I am having a hard time ascribing changes in American policy, both at home and abroad, to a more conventional theory.

This isn’t MAGA policy. This isn’t policy incompetence on the part of the administration. This is something else. And bear with me as I kind of lay it all out. And, we’re going to see where it goes. I’m recording this on the 4th of March, and the two big pieces of news for the day are.

Let’s start with, Ukraine. The Trump administration immediately suspended or suspended, effective immediately. All military aid of all types to Ukraine, including anything that was in transit and had already been, budgeted, paid for and piloted and moved, with the equipment that the Ukrainians would have receive for the United States, they probably could have kept fighting until mid-summer, without help.

Now, a lot of things are up in the air. Geez. Let’s start with explain why this isn’t a Maga thing. Well, people say that all this money has been given, and like, there’s a big truckloads of cash go is like. No, I mean, the total value of the stuff is somewhere between 100 and 50, 285 billion.

But think of it this way. When you clean out your closet at home, to make room for your new stuff after Christmas, and you take it to goodwill. How much do you say it’s worth when you fill out that little form at goodwill? What it’s worth when you bought it. And, what the military has done is basically gone through their old stores of things they haven’t used literally in decades.

Reported them for the cost that it took to to build them and then adjusted for inflation and for about 70% of the total number that is the donation. And so you’re talking about old equipment we weren’t using that was marked at a value that’s probably higher than it ever was worth. Of the rest, 10 to 15% is ammo and more legitimate equipment legitimate is and current.

And then the rest is cash. So really you’re talking about a total value given that’s well under 40 billion, chump change. In addition, the Russians have been pointing, nuclear weapons at me, not just my entire life, but since the 1960s. And they have abrogated every arms agreement that the United States has ever signed with them in every conventional arms agreement they have ever signed with any country, ever.

In the modern era, if there is going to be a war between the United States and anyone over the next three decades or so, it’ll probably be with the Russians. So for having the Ukrainians basically take our hand-me-downs and fight the Russians to a standstill, that’s a national security win and an economic win by any possible measure.

And so I’ve seen that just twisted around and dropped is a problem. And that’s before you consider that we now have, the Trump administration, not casually, but actively, deliberately breaking relations with all of our closest allies up to including the United Kingdom. And now regular calls throughout Congress, not just for this or that, NATO leader to resign or Zelensky of Ukraine, of course, but actually withdraw the United States from day to all completely.

Now, you might be able to say that there’s a strategic argument to be made here, or at least a discussion we had, and that’s fine. But this is just like one of like 20 things I want to talk with you about today. This you know, all by itself this is a problem. The second big one that happened today is the imposition of a 25% tariff on everything coming from Mexico and Canada, Mexico and Canada.

Our number one and number two, trading partners and, everything, every everything that we do in the world of manufacturing is integrated with them across borders. And so by doing a blanket tariff, lots a lot warmer out here than I thought it was by doing a blanket tariff. What that’s basically done is made most American manufacturing, non-viable almost overnight.

No, there are certain types of manufacturing that may in time prove to be exceptions to this. There’s some very high end stuff, like in medicines, maybe. But if it involves anything that you think of as manufacturing, you know, an assembly line, a production floor that basically doesn’t stop, but it’s now no longer viable versus important stuff that comes from beyond North America.

So the biggest winners of this by far are the Chinese, where they already have competing industrial plants from running. And if you look forward to the world that we’re moving to, where the Chinese are disintegrating because of the demographic situation, we have a limited amount of time to prepare for a world where Chinese industrial plant just isn’t there.

And what Trump did by threatening the tariffs a couple of months ago and now implementing them today, is even before today, new investment into the United States in North America had frozen completely because no one knew what the situation was going to be. He introduced what we like to call regulatory uncertainty into the situation. And now that the tariffs are in place and people know what the math is, no one’s going to come here because the economic case is now been destroyed, and that will set us up for a situation years from now when the Chinese system finally fails, where we don’t have an industrial front in place and we’re going to have significantly higher inflation. Trump, of course, loves tariffs. And also today he said he’s going to put a 40% tariffs on all agricultural imports. Now, the United States is a large country that grows a lot of its own food. We’re the world’s largest agricultural exporter. We have a very wide variety of climate zones, but we don’t have all of them.

And so if you go into any supermarket, especially if you’re looking at things like fish, fruits or vegetables, a huge proportion of those in any given season is coming from a different country. We already have a food inflation problem here. And, now we’re going to have a significantly larger one. Those tariffs are supposed to kick in in April.

And Trump has said farmers start producing, but the farmers can’t produce most of the stuff that we import. Because swims in a different sea comes from a different climate zone or relevant to this moment in March looking around me at the snow. You’re not going to grow a lot of food in Colorado right now, so it has to be brought in from somewhere else. Same is true throughout the United States. In winter, we’re particularly vulnerable to Mexico in that. So we’re gonna have a 40% tariff on top of the 25% tariff that’s already there.

That is enough to push all by itself, probably 10% of the American population. Beneath the poverty line. And we’re just getting started.

Let’s talk about those that Department of Government efficiency that Musk is after. Trump is a great marketer. I will give him that. But, you know, the total value of everything that Musk has routed out of the federal bureaucracy that supposedly was all that, you know, really like $30 billion for all the disruption out of a $7 trillion budget that’s so small as to just not be worth my time to even look at.

Or if you look at the employees that he’s fired, right now it’s only about 1% of the federal workforce, and you would have to purge about 20 to 25% of the federal workforce just to knock 1% off of the budget. Most of what’s going on in the budget is entitlements, Social Security, Medicare, Medicaid. It’s not discretionary spending.

And of those workers, you know, there’s been a lot of splash. But you got to understand how organizations work. There’s basically three categories of workers. At the top, you have your political appointees, which are themselves tiered between the folks that are always political appointees that are let go at at the end of every ministration, you have the ones a step down who, it’s their job to make the trains run on time.

And they may be politicized, but they have a lot of back experience in the topic. And then the next level down. While technically political appointees, they’re typically never let go at the end of the administration because they’re apolitical technocrats who make operations function. Now the president has the authority to get rid of all three layers, and he’s gotten rid of Trump, has gotten rid of all three layers throughout every individual agency in the government, even those that are not political at all and have nothing to do with foreign affairs. So, for example, the Department of Agriculture, those firings, if it has to do with provisional employees or permanent employees, are generally have already been rolled back by the courts because the Congress has not given the president the power to fire most of these people.

And so every time one of those cases has come up, they’ve basically the courts have ruled in favor of, the employees. Now that goes for the second class, categories as well, which are the comp patrollers and the internal auditors. You know, these are the people who make sure that fraud doesn’t go into the system and that foreign interests can’t penetrate the system.

Trump fired all of them. Doesn’t have the authority to try any of them. It doesn’t achieve anything from a policy point of view. It doesn’t achieve anything for savings point of view. They will all in time be reinstated, undoubtedly, unless Congress intervenes and says, yeah, they need to go. But what it’s done is, is it stripped out the internal system that the U.S. government used to prevent foreign influence from penetrating?

There’s nothing about that that matches with MAGA goals. And then the third category are not your provisional employees. Those are the ones that are new and don’t have full civil service protections. Those might be able to get fired a little bit. But the temporary ones, the government does a lot in a lot of places. And you hire people temporarily to do things that don’t need to be done all the time.

So for something that’s near and dear to my heart, the Forest Service, you know, staffing all the national parks that surges in the summer, firefighters, those people have all been let go. So when we get to summer driving season this time, in a couple of months, a lot of the national parks probably aren’t going to be able to open.

And if we have forest fires years, fuck, that’s going to be awful for fighting forest fires without forest fires. Oh, anyway, well, that’s inconvenient. There’s a lot of things that these provisionals do that it’s a little bit more important, like maintaining the nuclear arsenal. Trump just fired them all. That’s doesn’t serve a mark, a goal, or in the food supply system.

You know, people who are in USDA, Department of Agriculture, you know, they don’t tolerate a lot of bullshit because they know if they screw up, people die, like by the tens of thousands. We’re no longer testing food safety because those are temporary jobs. And so we no longer have an eye on the bird flu epidemic because we’re not able to collect the information that we need.

Now, the midterm solution to all this is to just hire a bunch of contractors to do it all. But that means you’re paying for the old bureaucracy that they’re not using, and you’re paying extra cash to create a new private bureaucracy. It’s it’s expanding the budget, not tracking it. And we’ve seen that in the headline figures, with all the firings, with everything that Deutsche has done, the U.S. budget expenditures have gone up compared to the Biden administration.

Has to dodge. We basically have a lot of people without congressional authority and without security clearances that have gone into very sensitive databases, sort of posting things on social media. We’ve got lists of government assets around the world, some open, some covert that have just been released to the public. Stuff like this is if it gets in the hands of other states, that’s like the five year effort of espionage.

And it was just handed out. That doesn’t serve anyone’s agenda in the United States. What else? I got to look at my list. I’ve got a long one.

All right. The Federal Bureau of Investigation has stopped investigating terrorism in order to focus on illegal migrants. What? Department of Health and Human Services isn’t even holding the meetings that are necessary to start the process for selecting the next flu vaccine, which has the medical community freaking out because they rely on these private groups to, at no compensation to themselves, advise the government as to what type of vaccine is going to be needed based on the flu strains that are circulating.

And since HHS also cut connections with the World Health Organization, we’re just kind of guessing at what is out there and literally relying upon the kindness of strangers to tell us what we need to get ready for.

All right, USAID, that’s the agency for International Development. That’s got a lot of crap for doing some strange things. That’s fair. But if you’re not going to invade or occupy a country, USAID is the primary method that the United States uses to influence countries around the world. You can call it whatever you want. The bottom line is, when it’s not present, the Iranians, the Chinese and the Russians absolutely dominate the space because they will step in with relief support that is loaded with intelligence operations.

And all of a sudden they’ve gone from meeting USAID head to head to having a completely open operating environment. And so, of course, the Iranians and the Russians sent a joint letter to the Trump administration thanking them for making life so much easier for them. Or in the Defense Department, we canceled all operations against Russian cyber activity.

That includes, defensive operations on our part, as well as offensive operations to disrupt their ability to hack the United States. The Russians maintain a very active cyber presence. They’re not just hacking our elections and our media and our power grid and our water and our food supply and the stock market. They’re going after you specifically because part of the Putin alliance that rules Russia includes organized crime out of Saint Petersburg.

And so most of those cyber things are linked to Russia in one way or another. And we have basically decided just to lay back, open our legs and let whatever happens happens. This isn’t MAGA policy. This isn’t toddler syndrome. This isn’t this isn’t even incompetence. This is too much, too soon, too holistic. This isn’t an abdication of American power.

This isn’t mismanagement. This is a deliberate disassembly of the building blocks of American power and security and safety. This isn’t anything that I would think that any American would ever want, much less orchestrate, which has pushed me into the realm of some computer, some conspiracy theories. I think we now need to consider that the Russians really have penetrated the white House.

And while I think it’s a stretch to say this is like a manchurian candidate sort of situation, there are too many things happening that seem too tailored to hobble American capacity, long run, and everything that was on this list is something that the Russians have tried before. NATO is something they’ve been trying to destroy since the 50s, and now we have a possibility of the US just walking away.

The military has been the bulwark of global security, and so gutting it from the inside is something they would love to see. Our Intel system has been the canary in the coal mine, and it appears that Trump is either not receiving or not reading the daily briefs at the agency produces for him every day. The food supply situation in the United States has long been the world’s safest.

And now we’re not even testing to maintain it. The demographic of Russia is one of the main reasons why the Russians are facing such a bleak, long term future. But if you interfere with the vaccine schedule in the United States, you can start increasing the death rate in Americans not just under 20 but under five, and start to equalize that situation.

This is some heavy stuff. And what we’re going to be doing in the next few videos are exploring all of this from the Russian point of view, how they see the world, how they influence the world and given the chance, how they would redirect American policy to serve their interests. I would love to say this is hypothetical, but I’ve already got a dozen examples in addition to the ones I just shared with you about how that is already happening.

So buckle up, because for the first time since I started doing this 25 years ago, I’m actually worried for the United States. We’ll talk about that too.

From the Frontlines in Ukraine to Truth Social

Ukraine solider on a armored vehicle with a split screen of Donald Trump

There’s a lot going on in Ukraine right now, so let’s do a quick update on the military and diplomatic developments.

On the military front, Ukraine’s ability to jam Russian glide bombs is improving, which has been a critical tactic for Russian success in the war so far. Ukrainian forces are targeting Russian supply routes in an attempt to bottleneck logistics. So far, these efforts seem to have stalled the Russians and opened a window for Ukrainian counterattacks.

Things on the diplomatic front are somehow fuzzier than on the frontlines. Trump’s Truth Social post (shown in the video) aligns with Russian disinformation and goes to show how Russian propaganda has been adapted to appeal to Trump personally. Trump’s inconsistent views/takes/posts make it impossible to predict his future stance on Ukraine.

Here at Zeihan on Geopolitics, our chosen charity partner is MedShare. They provide 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, so we can be sure that 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.

For those who would like to donate directly to MedShare or to learn more about their efforts, you can click this link.

Transcript

Hey everybody Peter Zeihan here. Coming from Colorado, a lot of you been asking with good reason, for updating what’s going on in Ukraine. And, let’s split into what I know, and then just what else? What I know is what’s going on in the front, which is weird, because usually that’s the hard part. The Ukrainians ability to jam the glides systems for something called glide bomb has really gotten good. 

Now, if you go back about a year, year and a half ago, one of the things I was really worried about is that the, Russians were dropping these mass sieve, in some cases over 1000 kilogram bombs, with glide kits on them. Glide kits, like what the United States has been using with our JDM system since the first Gulf War back in the early 1990s, which was giving them a range of 20, 30 miles beyond the point that they drop the weapon in the MiG, the drops, it just veers off and, you know, it’s safe. 

And then you get a blast radius that sometimes it’s like a third of a mile, just absolutely demolishes any sort of fixed, fortification and stuns the hell out of the defenders. And then the Russians would come in with one of their meat assaults. And in doing this, they were able to take over the fortress city of, the Deepika, last year and were closing on per cross this year. And if they’d seized Picross and they’re just a few miles away, that would have basically broken the Ukrainian line in the Donbas. It’s the middle of a series of fortifications, and it’s a logistics hub. So if with Picross, they can go north and south up the line with up across, they have to go back a few dozen miles to get to another line, to transport things up and back and forth. 

For the Ukrainians. They will try to keep this war as a war of movement because they have fewer troops and better troops, whereas the Russians are more, a stagnant fighter. And so they can engage in more points, just not as well. So if the ability of the Ukrainians to move had been inhibited, it would have been a real problem. 

The jamming seems to have made the tactic that the Russians were using for the last year less and less effective. But that’s kind of piece one. Piece two is the Ukrainians have, using not necessarily new technology, just applying a little bit differently determined another, strategy for mucking up with the Russians logistics, not just going after things like fuel supplies or ammo dumps and things like that, but they look for an important intersection that the Russians have, and they take out a couple vehicles there. 

And then a couple of days later, they take out a few more, and a couple days later, a few more. And eventually you get this, carcass field of vehicles that the Russians are forced to send out things like tow trucks, and then you hit the tow trucks. And so you just get this ever mounting line of vehicle debris that forces the Russians to detour ever further around. 

Once they go through the fields, they might. You have to deal with the mud season that is Ukraine is so famous for in the fall and in the spring, and in the other seasons eventually gets so choked they have to use the transport options all together. These two things together have basically stalled the attack on cross and even the Russian counterattacks on Kursk and the case of a cross have even allowed the Ukrainians counter-attack a little bit. 

Not saying that the danger is past, but it’s a it’s a different kind of fight now. So that’s that’s the military look at the moment, diplomatically, everything’s all over the place. Let me show you this little thing from Truth Social. That’s Donald Trump’s personal version of social media. This is what he posted last week about Zelensky. 

When Zelensky said that Trump was living in a Russian disinformation bubble, which you. Yes. And it’s proven by this, document here. Everything it’s highlighted in red is something that is an oldie but goodie from Russian propaganda going back the last three years. These are the points of Russian propaganda have been hit, man. Month after month after month, after month. 

The yellow ones. Those are things that were new, when Trump was reelected or elected the second time. Probably a better way to phrase that, the Russians changed the tenor of a lot of their propaganda to appeal to Trump personally. Basically, they took Trump’s lies and they made some of those integrate with their own. And these yellow parts of some of the newer propaganda. 

But what really had the Russians salivating when this Truth social post comes out, or the bits I’ve circled? Because these are Trump’s words, these are not things that were plucked wholesale from Russian disinformation. Instead, they’re places where the Trump has the Trump. They’re places where Trump has taken, Russian disinformation and put it in his own words. 

Whenever Trump uses quotes or all caps, that’s him channeling himself. You buy guns anyway. And so the Russians see this, and they’re just giddy because getting getting a foreign leader, any sort of foreign policymaker to use Russian disinformation is always a win. But when the foreign policy maker is using the updated stuff and put it in their own words, that that’s kind of a gold standard for espionage, basically getting the other side to do things your way for you, but them thinking it’s all their idea. 

So when this came out, I was kind of like, what the hell is going on? It’s like, I know that Donald Trump has gutted the upper echelons of the Defense Department and the CIA and the FBI, and he’s appointed someone who’s a Russian agent to basically be his premier intelligence filter. But the idea that he would just be so out of it as to just wholesale garble down and then regurgitate back Russian propaganda, had me really worried. 

And then on, a week later on Thursday, Donald Trump, when he was, when somebody asked him about what he said was specifically, Zelenskyy being a dictator, he says, did I do that? I don’t think I said that. He just kind of moves on. So the number one thing to remember about Trump is a track record means nothing. 

Consistency means nothing. Whatever comes out of his or goes through his head comes out his mouth. There is no consistency. He changes his mind all the time. I don’t mean to say that this is a good thing, but it means that no matter what you think about what Trump is or what he says, it’ll change tomorrow. The Ukraine war to this point has been one of the most dynamic conflicts in history. 

I never expected the Ukrainians to do so well. I never expected the Russians to do so bad. I never expected the Europeans, to get involved. I never expected the American hands to get involved. This war has been one surprise after another. And that’s before you consider that the technology of the conflict is evolving so quickly as we move from the industrial age into the digital age and the rise of drones, and probably in the not too distant future, AI systems courtesy of Donald Trump. 

The diplomatic side of the Ukraine war is now just as dynamic. And so everybody, no matter whose side you’re on, buckle up. 

 It’s about to get a lot rockier and a lot weirder.