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The New Ukraine Proxy War
Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to
No Immigrants & Negative Growth = Canada’s Economic Tipping Point
Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to offset low
“Death to the Dictator” Protests in Iran
Happy New Year from the team at Zeihan on Geopolitics! Thank you for your continued support as we head into 2026! “Death to the dictator”
Venezuela’s End: The Oil Question
Venezuela only has one realistic path forward: Oil. That doesn’t mean it’s a sure thing, though. So, let’s lay it all out. Most production comes
The US Economy Is (Kind of, Sort of) Growing
Recent data out of Washington shows the US economy is growing faster than expected, but let’s lift the hood on these numbers. This growth is
US Foreign Policy After Trump
Trying to figure out what foreign policy will look like after Trump is a fool’s errand. With no strategic consensus or institutional planning capacity, the
Saving China: Three-Child Policy
If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve the current Chinese demographic crisis? The short
Syria Turns Violent…Again
Following the recent attacks on US troops in Syria, the question of the day is: Why does the US continue to maintain a presence there?
World’s Largest Nuclear Plant Coming Back Online in Japan
Japan is restarting the world’s largest nuclear power plant, after a 15-year shutdown following the Fukushima disaster. Nuclear power used to account for over 30%
The Beginning of the End of the Shadow Fleet
Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse. With mounting pressure from US seizures, Ukrainian drone attacks, and
Help Wanted – The US Needs More Workers
US labor data shows a slowdown in job growth, but given the recent changes to the Department of Labor, who knows if we can trust
Sub-Sea Drone Strike on Russian Sub
Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone. If confirmed, Russia’s last
The Beginning of Venezuela’s End
The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export
Ukraine War Peace Talks
Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and
Ukraine Hits the Caspian and Europe Goes Nuclear
We’ve got two major developments in Eurasia. We’re talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build
Mexico Horses Around with Tariffs
Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate
