Ukraine can strike anywhere across the Black Sea thanks to its Sea Baby naval drones, and since jamming is less effective in open water, Ukraine can remotely guide them toward targets. Join the Patreon here: https://www.patreon.com/PeterZeihan

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The South Koreans are going all in on drone warfare, announcing that every soldier will be trained to operate drones. This is a relatively inexpensive way to offset the challenges facing South Korea.

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The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top.

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The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options.

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The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet.

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Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?

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Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.

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U.S. Oil Export Restrictions Coming Soon || Peter Zeihan

If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions.

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The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.

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Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.

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