Zeihan on Geopolitics

Zeihan on Geopolitics

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Short, frequent geopolitical briefings on security, energy and demographics.

A Massive Energy Break Coming Soon || Peter Zeihan
VideoJun 12, 2026

A Massive Energy Break Coming Soon || Peter Zeihan

Peter Zeihan warns that the world is on the brink of a massive energy break as the Persian Gulf oil crisis pushes global crude inventories to critically low levels, likely by early July. He notes that roughly 13 million barrels per...

By Zeihan on Geopolitics
Ukrainian Strikes Disrupt the Russian Economic Summit || Peter Zeihan
VideoJun 5, 2026

Ukrainian Strikes Disrupt the Russian Economic Summit || Peter Zeihan

Ukraine launched a series of long‑range drone strikes on Saint Petersburg just as Russia opened its high‑profile economic summit, a gathering meant to showcase reforms and lure foreign capital. The attacks hit key infrastructure and forced organizers to tighten security...

By Zeihan on Geopolitics
The Future of Drone Tech: Israel's Iron Dome || Peter Zeihan
VideoJun 4, 2026

The Future of Drone Tech: Israel's Iron Dome || Peter Zeihan

Peter Zeihan discusses how Hezbollah’s recent deployment of tethered, first‑person drones is reshaping the Lebanon‑Israel conflict. These drones are piloted in real time but rely on long fiber‑optic cables for power and control, allowing flights at only a few meters...

By Zeihan on Geopolitics
Can Iran Control Internet Cables in the Gulf? || Peter Zeihan
VideoMay 29, 2026

Can Iran Control Internet Cables in the Gulf? || Peter Zeihan

The video examines Iran’s push to assert control over undersea data cables that traverse the Strait of Hormuz, arguing that Tehran could charge a transit fee for any internet traffic entering or leaving the Persian Gulf. Zeihan notes that while thousands...

By Zeihan on Geopolitics
Taking Naval Options Away From China || Peter Zeihan
VideoMay 26, 2026

Taking Naval Options Away From China || Peter Zeihan

Peter Zeihan explains that the United States and Japan recently conducted live‑fire tests of anti‑ship missiles from the Philippines, marking the first time Japan has deployed an offensive weapon system beyond its own territory since World War II. The tests underscore two...

By Zeihan on Geopolitics
Using U.S. Energy as Leverage || Peter Zeihan
VideoMay 20, 2026

Using U.S. Energy as Leverage || Peter Zeihan

Peter Zeihan warns that the United States could weaponize its growing liquefied natural gas (LNG) capacity against Europe if trade talks falter. The U.S. now ships roughly 12 billion cubic feet of LNG daily, supplying about 30% of the EU’s gas...

By Zeihan on Geopolitics
This Ain't Your Father's Tanker War || Peter Zeihan
VideoMay 13, 2026

This Ain't Your Father's Tanker War || Peter Zeihan

Peter Zeihan explains why the United States cannot repeat the 1980s tanker‑escort operations in the Persian Gulf, highlighting the shift from a limited Iran‑Iraq proxy war to a direct US‑Iran confrontation. In the 1980s the US deployed 40‑80 ships, re‑flagged tankers...

By Zeihan on Geopolitics
Welcome to Captain Phillips' Nightmare || Peter Zeihan
VideoMay 12, 2026

Welcome to Captain Phillips' Nightmare || Peter Zeihan

Peter Zeihan warns that piracy off Somalia is re‑emerging as a direct fallout of the Iran‑Houthi war and the shutdown of the Strait of Hormuz. With the Hormuz chokepoint offline, roughly three‑quarters of a billion barrels of crude—about 10‑15%...

By Zeihan on Geopolitics
Why U.S. Deployments in Germany Matter || Peter Zeihan
VideoMay 11, 2026

Why U.S. Deployments in Germany Matter || Peter Zeihan

Peter Zeihan explains that President Donald Trump has announced the imminent removal of 5,000 American troops from Germany, marking the first concrete step toward dismantling the post‑World‑II U.S.–German alliance. The move targets two pivotal installations: Ramstein Air Base, one of...

By Zeihan on Geopolitics
Markets Flash Back to the Past || Peter Zeihan
VideoMay 8, 2026

Markets Flash Back to the Past || Peter Zeihan

Peter Zeihan’s latest video warns that the Iran‑related conflict has fundamentally altered global energy markets. He notes that roughly a quarter of internationally traded oil—about half a trillion barrels—has vanished from the supply chain, and a new 600‑mile-range weapon system...

By Zeihan on Geopolitics
Japanese Weapons Are Open for Export || Peter Zeihan
VideoMay 5, 2026

Japanese Weapons Are Open for Export || Peter Zeihan

Peter Zeihan reports that Japan has revised its legal framework, allowing the country to export weapons for the first time since World War II. The move follows a gradual rise in defense spending—from roughly 1% of GDP a decade ago to...

By Zeihan on Geopolitics
Underwater Drones and the Future of Naval Warfare || Peter Zeihan
VideoMay 1, 2026

Underwater Drones and the Future of Naval Warfare || Peter Zeihan

In a recent Patreon‑question response, geopolitical analyst Peter Zeihan argues that underwater drones will not reshape naval warfare, while surface‑borne maritime drones are poised to become a disruptive force. He points out that underwater platforms suffer from fundamental physics: limited battery...

By Zeihan on Geopolitics
OPEC Loses Its Most Valuable Member #shorts
VideoApr 29, 2026

OPEC Loses Its Most Valuable Member #shorts

The video explains how the United Arab Emirates’ departure from OPEC+ reshapes the cartel’s power structure, leaving Saudi Arabia as the only member that consistently adheres to production quotas. It also highlights the United States’ capacity to flood the market...

By Zeihan on Geopolitics
The Return of Kremlin Terrorism || Peter Zeihan
VideoApr 29, 2026

The Return of Kremlin Terrorism || Peter Zeihan

Peter Zeihan warns that Moscow is resurrecting Cold‑War‑style terror‑cell tactics, using recent hostage drama in a Kyiv supermarket as a possible rehearsal for broader covert attacks. He argues that Russian intelligence, though diminished after the Soviet era, is rebuilding capacity...

By Zeihan on Geopolitics
Zeihan on Geopolitics | Pulse