Peter Zeihan
FollowThe latest interviews, podcast appearances, and blog posts from Peter Zeihan, updated daily.
South Korea Goes All-In on Drones || Peter Zeihan
The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea.
A Canadian Pipe(line) Dream || Peter Zeihan
The Canadians are fed up with being dependent on U. S. markets for their oil exports. So, they're looking to diversify their export options.
The U.S. and Ukraine Make a Drone Deal || Peter Zeihan
The U. S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet.
Korean Exports Skyrocket Thanks to AI || Peter Zeihan
Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?
Status Update on the Persian Gulf || Peter Zeihan
Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.
U.S. Oil Export Restrictions Coming Soon || Peter Zeihan
U. S. Oil Export Restrictions Coming Soon || Peter ZeihanIf global energy supplies remain constrained, the U. S. government will prioritize U. S. consumers over international markets.
Say Goodbye to Kazakhstan Oil || Peter Zeihan
The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.
Russia Gets Knocked Off Its Horse || Peter Zeihan
Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.
Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan
Russia's logistical nightmare in Crimea is just beginning.
Nukes for All! (But Finland First) || Peter Zeihan
Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing...