Social•Feb 19, 2026
Armenia Faces Nuclear Dilemma, U.S. Aid Could Break Deadlock
Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end, energy-rich Azerbaijan could potentially offer a gas pipeline, but that comes with permanent dependency on a country they view as their single largest enemy. On the other end, the U.S. funds a new nuclear plant and pulls Armenia into its orbit for a not insignificant amount of cash. For that to become a plausible reality in this landlocked country, the U.S. would need to pull numerous levers, including nuclear technology investment, security planning, and bilateral negotiations with Turkey for access.
By Peter Zeihan
Social•Feb 18, 2026
India Navy Seizes Shadow Fleet, Triggering Domino Effect
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. As I've said in other videos covering the shadow fleet, once the first domino falls...the rest will quickly follow. #crudeoil #crude #india #geopolitics https://t.co/IVVPGp8cQ7
By Peter Zeihan
Social•Feb 18, 2026
US Plans Submarine Deployment to Australia Amid China Tensions
The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China. Full Newsletter: https://t.co/u8WjtcAb9t #militarystrategy #usnavy #geopolitics https://t.co/kzBYp1cwAq
By Peter Zeihan
Social•Feb 17, 2026
Starlink‑enabled Drones Become Ukraine War’s Deadliest Weapon
Drones now account for the majority of casualties in the Ukraine War. With Russia improving its strike range by mounting Starlink terminals to drones, Elon Musk has finally stepped in. Full analysis available on Patreon ➡️ https://t.co/LYlet7MIHM #dronewarfare #starlink #ukrainewar #geopolitics
By Peter Zeihan
Social•Feb 15, 2026
Stockpile Buffers Risk, Not Replaces Chinese Supply
A $12B rare earth stockpile is a step in the right direction, but buying from China on the open market isn’t independence; it’s a piggy bank with a very fragile supply chain. Until we build domestic processing, this is a...
By Peter Zeihan
Social•Feb 13, 2026
Trump’s $12 B Rare‑Earth Stockpile: Mere Band‑Aid
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid. Full Newsletter: https://t.co/daeIxnpldt #rareearths #trump #projectvault https://t.co/p6icljXtjO
By Peter Zeihan
Social•Feb 13, 2026
War in Ukraine Stalls Nuclear Arms Deal, Leaving Powers Unrestricted
Given Russia's war in Ukraine, negotiations for a new nuclear arms deal are a moot point. So, that leaves the world's largest nuclear powers without limitations on their nuclear arsenals... #nuclear #armsdeal #geopolitics https://t.co/Yagu6LXEzC
By Peter Zeihan
Social•Feb 12, 2026
Australia Base Gives US Submarines Trade‑route Leverage
The U.S. Navy plans to position submarines at HMAS Stirling in Western Australia to reduce reliance on Guam in the event of a Chinese strike. This gives Washington an alternative operating base beyond Hawaii and adds strategic redundancy in the...
By Peter Zeihan
Social•Feb 12, 2026
First Decade without Any Active Nuclear Arms Control
The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control. Full Newsletter: https://t.co/xC3wEhL4Wr #nuclear #geopolitics https://t.co/0MOAOnpJJh
By Peter Zeihan
Social•Feb 11, 2026
EU's Unanimity Rule Stalls Security Decisions, Unlike US
The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat. Full...
By Peter Zeihan