The Peter Zeihan Podcast Series

Oil prices are going crazy, and the current price of ~$102/barrel doesn't even account for all the additional costs incurred along the way.

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Global oil markets are beginning to fragment, and with each added layer, the likelihood of returning to a global unitary price for crude gets further away. But this oil split isn't hitting everyone the same...

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The Ukrainians have introduced ground drones to the battlefield, attacking Russian positions and disrupting logistics. This is yet another innovation emerging from this war that is shaking up how wars will be fought.

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I've got a bit of a loaded question for everyone today: should the U.S. military get involved in Yemen?

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The protests happening in Paris are an inevitable part of the transition that France is going through. The demographic, political, and historical pressures are making government spending increasingly difficult to sustain.

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Concerns over Xi Jinping's health have begun to spread following his appearance in Washington. Beyond the obvious question of how Xi is doing, let's discuss the Chinese succession plan if Xi kicks it.

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The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia.

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The Chinese are laying the groundwork for a new overseas military base in Laos. What makes this so special? Well, it would be the first foreign base that China can reliably supply without heavy dependence on other countries. And it would enable greater power projection across mainland Southeast Asia.

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Full Newsletter: https://bit.ly/4du6iUk

While the fallout from the Ogallala Aquifer running dry will be rough, it's nothing in comparison to what will happen in the Punjab region of northern India.

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It's one thing for high-tech, expensive strike systems to break through defenses, but when cheap and simple drones can inflict widespread damage...that's a whole other can of worms.

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