The Peter Zeihan Podcast Series

There are three major obstacles to expanding the U.S. electrical grid: generation capacity, permitting, and large power transformers (LPTs). Let's focus on LPTs today.

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A ban on American crude or diesel exports isn't going to improve energy security; if anything, it will reduce domestic production. The problem lies in geography.

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The U.S. has just announced that it will remove any company or country caught servicing Iranian-owned aircraft from the U.S. dollar system. But these sanctions don't target the IRGC or regime; instead, they impact everyday Iranians in the hope of stirring up a rebellion against the regime.

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The AI race is in full swing. China is chasing digital sovereignty, but there's a glaring hole in that plan...it doesn't have the advanced manufacturing capabilities to achieve it. Here's the real kicker: nobody does.

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With Ukrainian attacks limiting Russian refining capacity and the Persian Gulf conflict restricting exports through Hormuz and the Red Sea, a diesel shortage is imminent.

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The recent series of U.S.-Venezuela oil deals is not quite as significant as it was made out to be. Join the Patreon here: https://www.patreon.com/PeterZeihan

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Hear me out...everyone has been yelling about AI the past few days, and the reality is that everyone is probably right, but it probably doesn't really matter anyways. Let me explain.

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Everyone is always so worked up about bear attacks while I'm out backpacking. The problem is that people are referencing the rise in bear attacks in Japan, as if it's the same here in the U.S. The reality is that unless you come across a grizzly without your bear spray, you'll probably be just fine.

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Cobalt is critical for modern batteries, but with over half of global production coming from the Democratic Republic of Congo, it represents one of the great geopolitical vulnerabilities.

China controls most of the Cobalt mining in the Congo through coercive labor systems, so if China's system continues on its current path...Cobalt production will crash. Filling China's shoes in Congo is no easy feat. Foreign stabilization and oversight are difficult and aren't likely to come from Western governments. So, Cobalt supplies will collapse.

Either the world will find a way forward with less Cobalt, or we'll get really good at recycling it. The scariest piece is that Cobalt isn't the only critical material that's vulnerable, so the era of easy tech advancement powered by cheap, abundant inputs is coming to an end.

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The U.S. military has been seizing Iranian shadow fleet vessels at the instruction of the Trump administration. But until now, they couldn't do anything with that seized cargo. Fear not, the prize court system is here to save the day.

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