Zeihan on Geopolitics

Zeihan on Geopolitics

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

Is Cuba Next? #shorts
VideoApr 22, 2026

Is Cuba Next? #shorts

The Trump administration has dispatched a diplomatic team to Havana, marking the first high‑level U.S. overture to the Cuban regime in years. The delegation arrived with a “maximalist” agenda that mirrors the pre‑war demands made of Tehran, seeking sweeping concessions...

By Zeihan on Geopolitics
China Tries to Build Sand Bases, Again || Peter Zeihan
VideoApr 17, 2026

China Tries to Build Sand Bases, Again || Peter Zeihan

Peter Zeihan reports that China has restarted artificial island building in the South China Sea, focusing on a larger sand base in the Paracel archipelago after a seven‑year hiatus. The project revives a pattern of dredging sand and coral to...

By Zeihan on Geopolitics
The Energy Crisis: Downstream Impacts || Peter Zeihan
VideoApr 15, 2026

The Energy Crisis: Downstream Impacts || Peter Zeihan

Peter Zeihan outlines a widening downstream energy crisis as upstream disruptions from Russia, Iran and the Persian Gulf translate into consumer‑level shortages worldwide. He notes that roughly half a billion barrels of crude remain stranded, with the final pre‑war tankers...

By Zeihan on Geopolitics
The United States Gets Into Privateering #shorts
VideoApr 13, 2026

The United States Gets Into Privateering #shorts

The video warns that the U.S. president is threatening to halt all commercial traffic in the Persian Gulf until Iran yields, effectively turning the United States into a modern privateer. This marks a stark departure from the long‑standing “freedom...

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The End of the WTO || Peter Zeihan
VideoApr 10, 2026

The End of the WTO || Peter Zeihan

In his recent talk, Peter Zeihan argues that the World Trade Organization, once a cornerstone of post‑World War II security‑driven trade, is effectively dead. He traces the WTO’s origins to a Cold‑War bargain where the United States offered naval protection in exchange...

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Iran Is Hitting Saudi Energy Infrastructure Hard || Peter Zeihan
VideoApr 7, 2026

Iran Is Hitting Saudi Energy Infrastructure Hard || Peter Zeihan

Peter Zeihan reported that on April 7 Iran successfully penetrated Saudi Arabia’s missile‑defense shield, striking the Jabal industrial zone—home to one of the world’s largest petrochemical complexes. Seven ballistic missiles were launched; Saudi forces intercepted most, but debris from a missed...

By Zeihan on Geopolitics
Russia Draws American Blood in Iran || Peter Zeihan
VideoApr 7, 2026

Russia Draws American Blood in Iran || Peter Zeihan

Peter Zeihan reports that Iranian ballistic missiles and drones successfully hit the U.S. Prince Sultan Air Base in Saudi Arabia, a critical American installation, highlighting a breach in regional air defenses. The attack also damaged an E‑3 AWACS aircraft, a...

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A Flawed Trade System in Europe || Peter Zeihan
VideoApr 6, 2026

A Flawed Trade System in Europe || Peter Zeihan

Peter Zeihan critiques the European Union’s trade architecture, arguing that its attempt to forge non‑U.S. alternatives to the global order is fundamentally hampered by structural weaknesses. He points to three core problems: the EU’s inability to project naval power beyond its...

By Zeihan on Geopolitics
The Death of the First-Time Home Buyer || Peter Zeihan
VideoApr 1, 2026

The Death of the First-Time Home Buyer || Peter Zeihan

Peter Zeihan examines why the archetype of the first‑time homebuyer is disappearing, citing sky‑high $300,000‑plus entry prices that force many young adults into perpetual renting and block wealth accumulation through equity. He notes that new home construction adds merely 1% of...

By Zeihan on Geopolitics
Ukrainian Drone Interceptors Are Hot Commodity #shorts
VideoMar 30, 2026

Ukrainian Drone Interceptors Are Hot Commodity #shorts

Ukrainian President Volodymyr Zelensky’s recent Gulf tour culminated in 10‑year manufacturing and air‑defense agreements with Saudi Arabia, the United Arab Emirates and Qatar, leveraging the region’s roughly $3 trillion sovereign‑wealth pool to set up joint production lines for Ukrainian‑made drone interceptors. The...

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Aluminum Shortages Coming Soon || Peter Zeihan
VideoMar 27, 2026

Aluminum Shortages Coming Soon || Peter Zeihan

Peter Zeihan warns that the ongoing conflict in the Persian Gulf, including the closure of the Strait of Hormuz, is set to trigger a sharp contraction in global aluminum supply. He explains that the region hosts six major primary smelters—Saudi...

By Zeihan on Geopolitics
Ukraine Cripples Russia’s Energy Exports #shorts
VideoMar 25, 2026

Ukraine Cripples Russia’s Energy Exports #shorts

The video reports a series of Ukrainian drone strikes targeting Russia’s energy export infrastructure, most notably the Luga processing plant that handles about three to four percent of the world’s liquefied petroleum gases (LPG). According to the narrator, the Luga facility...

By Zeihan on Geopolitics
Trump Gets Introduced to Section 301 || Peter Zeihan
VideoMar 24, 2026

Trump Gets Introduced to Section 301 || Peter Zeihan

Peter Zeihan explains that after the Supreme Court declared Donald Trump’s sweeping global tariffs unconstitutional, the administration must pivot to Section 301 investigations to justify any future duties. Section 301, unlike the broad emergency tariffs, obliges the president to document...

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Iran Gets a Little Less Weird || Peter Zeihan
VideoMar 23, 2026

Iran Gets a Little Less Weird || Peter Zeihan

Peter Zeihan reports that President Donald Trump has pushed back the deadline for Iran to halt attacks in the Strait of Hormuz by five days, after a previous ultimatum threatened to strike Iran’s civilian power‑plant network – a move widely...

By Zeihan on Geopolitics
Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan
VideoMar 20, 2026

Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan

The video explains how Russia is transferring lessons learned from the Ukraine war to Iran’s use of cheap Shahed drones against targets in the Persian Gulf. Russian advisers have shown Iran to launch Shaheds in coordinated batches and to program slightly...

By Zeihan on Geopolitics
The Shield of the Americas || Peter Zeihan
VideoMar 18, 2026

The Shield of the Americas || Peter Zeihan

Peter Zeihan explains Trump's new "Shield of the Americas" initiative, a security‑focused alliance linking the United States with a handful of right‑leaning Latin American governments such as El Salvador, Trinidad and Tobago and Argentina. The pact is presented as a response...

By Zeihan on Geopolitics
Sweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan
VideoMar 17, 2026

Sweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan

Peter Zeihan reported that Sweden has seized a Russian‑operated shadow‑fleet bulk carrier in a Baltic port, detaining its crew. The capture marks Sweden’s first action against the clandestine fleet that Russia uses to evade sanctions. Unlike previous seizures—mostly tankers—this bulker expands...

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The U.S. Helps India and Russia Helps Iran || Peter Zeihan
VideoMar 16, 2026

The U.S. Helps India and Russia Helps Iran || Peter Zeihan

Peter Zeihan explains that the Trump administration recently issued a temporary waiver allowing India to import Russian crude oil, a move designed to offset the abrupt loss of Persian Gulf supplies after the Gulf was effectively shut down. The waiver...

By Zeihan on Geopolitics
Iraq, Oil, and a Break for Chevron || Peter Zeihan
VideoMar 13, 2026

Iraq, Oil, and a Break for Chevron || Peter Zeihan

The video discusses Chevron’s potential takeover of Iraq’s West Kerna oil field, a roughly 500,000‑barrel‑per‑day asset that could become the company’s largest overseas acquisition in years. The field, operated for two decades by Russia’s Lukoil, was nationalized after U.S. sanctions cut...

By Zeihan on Geopolitics
Iran Mines vs Global Oil #shorts
VideoMar 11, 2026

Iran Mines vs Global Oil #shorts

The video warns that Iran has moved from stockpiling roughly 6,000 naval mines to actively laying them in the Strait of Hormuz, a chokepoint that handles about 15 million barrels of crude daily. Reports cited by CNN and U.S. Navy...

By Zeihan on Geopolitics
Iceland and Norway Ponder EU Membership || Peter Zeihan
VideoMar 10, 2026

Iceland and Norway Ponder EU Membership || Peter Zeihan

Peter Zeihan examines why Iceland and Norway, long‑standing NATO allies, are now debating EU accession. The conversation was sparked by the United States’ aggressive push for Arctic dominance—exemplified by Trump’s demand for Greenland’s strategic ports and resources—leaving the two Nordic...

By Zeihan on Geopolitics
Belgium Seizes Shadow Fleet Vessel || Peter Zeihan
VideoMar 9, 2026

Belgium Seizes Shadow Fleet Vessel || Peter Zeihan

Peter Zeihan reports that on March 1 Belgium’s authorities seized a Russian‑registered shadow tanker, escorted it to port and immediately launched a criminal investigation, marking the first time a small European state has moved decisively against the covert oil‑shipping network. The...

By Zeihan on Geopolitics
The Iran War: China's Continued Supply of Drone Components || Peter Zeihan
VideoMar 7, 2026

The Iran War: China's Continued Supply of Drone Components || Peter Zeihan

Peter Zeihan’s briefing from Miami marks day seven of the Iran‑U.S. conflict, noting a dramatic drop in Iranian ballistic missile launches while highlighting a growing drone‑centric threat. He explains that U.S. forces have curbed missile fire by roughly 86%, but...

By Zeihan on Geopolitics
Panama Boots China From the Canal || Peter Zeihan
VideoMar 6, 2026

Panama Boots China From the Canal || Peter Zeihan

Peter Zeihan reports that Panama’s courts voided the Chinese‑backed concession for several canal ports, and the Panamanian government transferred operational control to the Danish firm Marisque. The move ends a years‑long Chinese infrastructure push that many in Washington viewed as...

By Zeihan on Geopolitics
Targeting Problems in Ukraine || Peter Zeihan
VideoMar 5, 2026

Targeting Problems in Ukraine || Peter Zeihan

Peter Zeihan explains that Washington is urging Kyiv to stop striking Russian oil infrastructure that serves American oil majors’ investments in Central Asia. The request stems from recent Ukrainian drone attacks on the Novorossiysk terminal, a key Black Sea loading...

By Zeihan on Geopolitics
Israel-U.S. Are On The Hunt for Iran’s Leadership #shorts
VideoMar 4, 2026

Israel-U.S. Are On The Hunt for Iran’s Leadership #shorts

The video reports that Israel, with U.S. backing, is intensifying a campaign to decapitate Iran’s political and religious hierarchy. After the death of Iran’s Supreme Leader, the Assembly of Experts was slated to convene and select a successor, but Israel...

By Zeihan on Geopolitics
The Iran War Just Hit The Global Energy Market #shorts
VideoMar 3, 2026

The Iran War Just Hit The Global Energy Market #shorts

The video highlights how the ongoing Iran‑related conflict is beginning to reverberate through the global oil market. Over the past three days, roughly 15‑20 million barrels per day—about five percent of world crude output—have been held back, creating a supply...

By Zeihan on Geopolitics
Buying Time With Drugs || Peter Zeihan
VideoMar 3, 2026

Buying Time With Drugs || Peter Zeihan

Peter Zeihan examines whether emerging anti‑aging or anti‑Alzheimer’s drugs can alter the demographic trajectory of the United States and China. He focuses on the urgency of extending productive life spans to offset retiring baby‑boomers and shrinking labor pools. Zeihan notes that...

By Zeihan on Geopolitics
Iran War Escalates: 20 Million Barrels a Day of Crude Oil Disrupted || Peter Zeihan
VideoMar 2, 2026

Iran War Escalates: 20 Million Barrels a Day of Crude Oil Disrupted || Peter Zeihan

On day three of the Iran-related conflict, Iranian forces fired more than 300 drones (but fewer missiles), striking targets as far afield as Cyprus while U.S. forces suffered the loss of three fighter aircraft in a friendly-fire incident in Kuwait....

By Zeihan on Geopolitics
China's Alleged Nuclear Test || Peter Zeihan
VideoFeb 27, 2026

China's Alleged Nuclear Test || Peter Zeihan

The video examines the Trump administration’s claim that China carried out an undeclared nuclear test in 2020, citing a low‑magnitude seismic event detected in western China’s test range. Zeihan explains that the event registered about 2.7 on the Richter scale—comparable to...

By Zeihan on Geopolitics
U.S. Boots on the Ground in Nigeria || Peter Zeihan
VideoFeb 26, 2026

U.S. Boots on the Ground in Nigeria || Peter Zeihan

The United States has deployed roughly 100 troops, primarily advisors, to Nigeria to train local counter‑terrorism forces. The move follows a Christmas‑Day airstrike that targeted a jihadist camp in northern Nigeria. Washington’s presence aims to bolster Nigeria’s fight against Boko...

By Zeihan on Geopolitics
Ukraine Goes on the Offensive || Peter Zeihan
VideoFeb 25, 2026

Ukraine Goes on the Offensive || Peter Zeihan

Peter Zeihan reports that Ukraine’s latest push stems from a sudden loss of Russian communications after Starlink services were cut off on the front lines. The analysis notes that Russian units had become heavily dependent on Starlink for command and control,...

By Zeihan on Geopolitics
The Ukraine War, Drones, and Starlink || Peter Zeihan
VideoFeb 24, 2026

The Ukraine War, Drones, and Starlink || Peter Zeihan

Peter Zeihan’s video examines the rapid militarization of Elon Musk’s Starlink satellite network in the Ukraine war. He explains that roughly three‑quarters of recent Ukrainian casualties stem from first‑person‑controlled drones, and Russian forces have begun mounting portable Starlink terminals...

By Zeihan on Geopolitics
The Supreme Court Just Ruled Trump's Tariffs Unconstitutional || Free Patreon Preview
VideoFeb 20, 2026

The Supreme Court Just Ruled Trump's Tariffs Unconstitutional || Free Patreon Preview

The U.S. Supreme Court issued a 6‑3 decision declaring the tariffs imposed by former President Donald Trump unconstitutional, reaffirming that only Congress holds the authority to levy long‑term duties on foreign goods. The ruling permits brief executive delegation but mandates...

By Zeihan on Geopolitics
The U.S. Navy Goes Down Under || Peter Zeihan
VideoFeb 18, 2026

The U.S. Navy Goes Down Under || Peter Zeihan

The video discusses the U.S. Navy’s recent decision to partner with Australia on expanding the Sterling naval facility on an island off Perth, creating a second forward base far from the contested Western Pacific. Zeihan explains that the move addresses a...

By Zeihan on Geopolitics
Trump Announces $12B Rare Earth Stockpile || Peter Zeihan
VideoFeb 13, 2026

Trump Announces $12B Rare Earth Stockpile || Peter Zeihan

The Trump administration unveiled a $12 billion initiative to create a strategic stockpile of rare‑earth and other critical minerals, financed through the Export‑Import Bank. The plan aims to purchase processed metals abroad and store them domestically, providing a short‑term buffer against...

By Zeihan on Geopolitics
The Two-Speed EU of the Future || Peter Zeihan
VideoFeb 11, 2026

The Two-Speed EU of the Future || Peter Zeihan

Peter Zeihan argues that Europe’s strategic paralysis stems from its consensus‑driven decision‑making, where every member state can veto major security actions. He contrasts this with the United States, where a single executive can mobilize forces within days, highlighting the EU’s...

By Zeihan on Geopolitics
Is Venezuela Ready to Move On? || Peter Zeihan
VideoFeb 10, 2026

Is Venezuela Ready to Move On? || Peter Zeihan

Peter Zeihan discusses Venezuela’s latest political shift as interim president Delcy Rodríguez announces a blanket amnesty covering all crimes committed since Hugo Chávez took power in 1999, marking the first major concession after the United States helped remove Nicolás Maduro from office. The...

By Zeihan on Geopolitics
The Real Winners After a Chinese Collapse || Peter Zeihan
VideoFeb 9, 2026

The Real Winners After a Chinese Collapse || Peter Zeihan

Geopolitical analyst Peter Zeihan warns that holding or borrowing yuan ahead of a potential Chinese collapse would be futile because over 99% of yuan is trapped within mainland China and likely nontransferable. Historical collapses show domestic currencies often become worthless,...

By Zeihan on Geopolitics
India: Overhyped or Global Player || Peter Zeihan
VideoFeb 6, 2026

India: Overhyped or Global Player || Peter Zeihan

Peter Zeihan argues India is often overhyped as a unified global power because its fractured geography, deep linguistic and religious diversity, and hostile neighborhood limit national cohesion and power projection. India lacks clear geographic consolidation and strong regional influence, meaning...

By Zeihan on Geopolitics