The Peter Zeihan Podcast Series
Peter Zeihan
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
Episodes
Mentioned books
Mar 31, 2026 • 3min
Ukraine Strikes Hit Baltic Export Facilities || Peter Zeihan
A deep look at Ukrainian long-range drone strikes that hit key Baltic oil export facilities. Breakdown of why Primorsk and Ust Luga matter for crude flows. Examination of Russia's export routes and how new drone reach changes the calculus. Predictions for continued attacks and wider disruption to global energy trade.
6 snips
Mar 30, 2026 • 9min
How to Break Iran || Peter Zeihan
A breakdown of Iran's power structure and why the Revolutionary Guard matters most. A look at the country’s geography, ethnic complexity, and internal control mechanisms. Examination of the Guard’s hidden finances and how smuggling and sector control sustain its power. Discussion of what attacking those economic streams might provoke and the narrow timing such moves would entail.
20 snips
Mar 27, 2026 • 8min
Aluminum Shortages Coming Soon || Peter Zeihan
A deep dive into why Persian Gulf smelters face shutdowns as gas, pipeline, and power infrastructure comes under attack. A clear walkthrough of how aluminum is made and why electricity is the production choke point. A country-by-country look at Gulf smelter vulnerabilities and how losing that capacity could remove roughly nine percent of global primary aluminum supply.
12 snips
Mar 26, 2026 • 5min
As Fertilizer Falls, Famine Will Follow || Peter Zeihan
A look at how the Strait of Hormuz closure and escalating attacks are disrupting global fertilizer supplies. A clear breakdown of potash, phosphate and nitrogen and where they come from. An explanation of Qatar’s outsized role in nitrogen production and the scale of lost ammonia and urea output. A warning about uneven, long-term risks to food production, especially in China and South Asia.
5 snips
Mar 25, 2026 • 4min
Marines, Uranium, and a Symbolic Win? || Peter Zeihan
Discussion of leaked U.S. plans to seize Iranian assets and remove enriched uranium. Examination of claims linking a U.S. amphibious ship to Persian Gulf operations. Analysis of why taking Kharg Island or raiding Isfahan would be impractical and dangerously exposed. Review of Iran’s long-term nuclear posture and how recent attacks may have shifted its strategic calculations.
Mar 24, 2026 • 7min
Trump Gets Introduced to Section 301 || Peter Zeihan
A breakdown of the Supreme Court ruling that upended broad tariffs and forced a return to formal trade law. An explanation of how Section 301 investigations, public comments, and legal findings actually work. A look at USTR capacity limits, multiple ongoing probes, and the tug-of-war over NAFTA and trade negotiating authority.
7 snips
Mar 23, 2026 • 7min
The U.S. and Mexico Kick Off NAFTA Talks || Peter Zeihan
Talks focus on the U.S. and Mexico restarting NAFTA negotiations while Canada sits out the first round. The conversation highlights why Mexico’s workforce and economy matter more to U.S. planners. Political tensions with MAGA and efforts to court Alberta separatists get attention. The complexity of trade talks and Canada’s limited leverage are also discussed.
6 snips
Mar 20, 2026 • 3min
Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan
A deep look at how battlefield lessons are spreading from one conflict to another. Simple, mass-produced drones and their basic guidance systems get explained. Tactics for swarming and weaving to overwhelm defenses are broken down. The strain on interceptor stocks and the scale of repeated launches in the Gulf are highlighted.
43 snips
Mar 19, 2026 • 11min
The U.S. Dollar: Short vs. Long Term || Peter Zeihan
Discussion of why the dollar might strengthen for decades due to military reach, demographics, resources, and manufacturing needs. Examination of near-term policy pressures pushing the dollar lower. Exploration of how immigration limits, tariffs, regulation, and fiscal concerns affect labor, industry, and investor confidence. A brief note on recent Middle East shocks and muted market reactions.
31 snips
Mar 18, 2026 • 10min
The Shield of the Americas || Peter Zeihan
A new regional security grouping in Latin America targeting drug cartels is explained. Discussion of shifting membership and political limits as elections change alignments. Focus on security cooperation rather than trade. Examination of likely use of small, deniable Special Forces and the challenges of large troop deployments. Analysis of how demand and geography limit impact.
