Peter Zeihan

Peter Zeihan

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Geopolitical strategist; supply chains, industrial base and security implications.

U.S. Loses Narrative Control, Not Iran, in Middle East
SocialMay 11, 2026

U.S. Loses Narrative Control, Not Iran, in Middle East

The real story in the Middle East isn’t Iran, it’s the collapse of America’s ability to control the conversation. #iranwar #geopolitics https://t.co/O1zF2WSdCN

By Peter Zeihan
US‑Germany Ties Strain as Trump Mulls Troop Pullout
SocialMay 11, 2026

US‑Germany Ties Strain as Trump Mulls Troop Pullout

Relations between the US & Germany are quickly deteriorating. Chancellor Merz criticized the US for lacking a coherent negotiation strategy. President Trump responded by floating the idea of reducing US troop deployments in Germany. Full Newsletter: https://t.co/GsJKw5kfCF https://t.co/IVEtk17ZhT

By Peter Zeihan
Markets Mask Deep Disruptions with False Confidence
SocialMay 8, 2026

Markets Mask Deep Disruptions with False Confidence

We're seeing major disruptions, yet prices and trading patterns reflect high confidence that everything is fine. That's far from the truth... #finance #globalmarkets #geopolitics https://t.co/JwZT4baTcm

By Peter Zeihan
Markets Misjudge Iran War's Real Economic Impact
SocialMay 8, 2026

Markets Misjudge Iran War's Real Economic Impact

Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war. Full Newsletter: https://t.co/DXHqzdL8af #globalmarkets #geopolitics https://t.co/YYy1ac7Ki6

By Peter Zeihan
Ukrainian Drones Disrupt Russian Energy and Logistics
SocialMay 7, 2026

Ukrainian Drones Disrupt Russian Energy and Logistics

Ukraine's advanced drone tech has enabled it to reliably target and strike Russia's energy infrastructure. This is throwing off Russian logistics entirely. Entire analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/gJLupcx251 #russiaukrainewar https://t.co/oWT2bbbQpb

By Peter Zeihan
Russians Fill French Void in Mali, Face Control Challenges
SocialMay 6, 2026

Russians Fill French Void in Mali, Face Control Challenges

When the French withdrew from the region, the Russians stepped in and picked up operations. However, maintaining control in the region is no easy feat, and the Russians are figuring that out. #russia #mali #geopolitics https://t.co/YjzFnUuwhy

By Peter Zeihan
Tuareg‑Al Qaeda Alliance Forces Russians Out of Sahel
SocialMay 6, 2026

Tuareg‑Al Qaeda Alliance Forces Russians Out of Sahel

The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda. Full Newsletter: https://t.co/C3CKmswVyy #russia #geopolitics https://t.co/Kz24SrFroY

By Peter Zeihan
Japan's Drone Push Could Redefine Global Warfare
SocialMay 5, 2026

Japan's Drone Push Could Redefine Global Warfare

As Japan leans into defense exports, it could very well reshape modern warfare and emerge as a leading global drone power. #japan #militarytechnology #geopolitics https://t.co/t874Q096CX

By Peter Zeihan
Japan Lifts Weapons Export Ban, Energizing Naval and Drone Markets
SocialMay 5, 2026

Japan Lifts Weapons Export Ban, Energizing Naval and Drone Markets

Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval manufacturing and drones. Full Newsletter: https://t.co/1vszkB8jcM #drones #navalwarfare #geopolitics https://t.co/Q7nWoUL8rk

By Peter Zeihan
Iran's Full Oil Storage Pressures Leaders, Sparks Policy Uncertainty
SocialMay 4, 2026

Iran's Full Oil Storage Pressures Leaders, Sparks Policy Uncertainty

This shift will be caused by Iran's oil storage reaching capacity. Now that the real decision-makers will feel the pressure, there will be an opening for policy change. The outcome, however, remains uncertain. #crudeoil #iranwar #straitofhormuz #geopolitics https://t.co/EAeq2uZUcK

By Peter Zeihan
Iran Conflict Nears Tipping Point, Global Energy Strains
SocialMay 4, 2026

Iran Conflict Nears Tipping Point, Global Energy Strains

The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide. Full Newsletter: https://t.co/8MMrH7Ogev #iranwar #geopolitics https://t.co/aBb9i3to8z

By Peter Zeihan
Underwater Drones Echo Old Torpedoes; Surface Drones Differ
SocialMay 1, 2026

Underwater Drones Echo Old Torpedoes; Surface Drones Differ

Torpedoes have been around since the 19th century, so these underwater drones aren't doing anything groundbreaking. Surface maritime drones are a different story. #navalwarfare #drones #geopolitics Note: This video was recorded last year during one of Peter's backpacking...

By Peter Zeihan
Underwater Drones: The Next Frontier in Warfare
SocialMay 1, 2026

Underwater Drones: The Next Frontier in Warfare

Drones have been all the rage in the Ukraine War, and they will continue to be one of the primary topics of warfare in the near future, but do underwater drones have any place in this conversation? Full Newsletter: https://t.co/reRfgMYcLN #dronewarfare #geopolitics...

By Peter Zeihan
U.S. Shale Gas Fuels Petrochemical Edge Over Europe, Asia
SocialApr 30, 2026

U.S. Shale Gas Fuels Petrochemical Edge Over Europe, Asia

Many countries in Asia and Europe are beginning to feel the pressure, but the U.S. has a leg up on everyone else. Thanks to the shale revolution, America's cheap and abundant natural gas is used to produce its petrochemicals. #natgas #petrochemical...

By Peter Zeihan
Peter Zeihan | Pulse