Today, we're looking at another region that the US will continue to keep tabs on - East Asia. This is one of those regions that will be plenty exciting in coming years, so let's jump in.

This video was recorded in the fall of 2023.

Full Newsletter: https://mailchi.mp/zeihan/east-asia-after-america

Today's discussion comes to you from Huron Peak. We'll discuss one of the middle powers that's been dealt a bad hand: Romania. At first glance, Romania's geographic situation looks alright - a nice chunk of land near some water bracketed by the Carpathian Mountains - but zoom in, and you'll find three very troubling access points.

Full Newsletter: https://mailchi.mp/zeihan/romania-after-america

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has found itself in quite a predicament.

Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-global-maritime-shipping

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive. Let’s look at how we got to this point and some potential paths forward.

Full Newsletter: https://mailchi.mp/zeihan/the-chinese-housing-crisis-evergrandes-bankruptcy

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria border. I expect a timely retaliation by the US, but what will that look like?

Full Newsletter: https://mailchi.mp/zeihan/the-us-and-iran-deciding-what-to-bomb

We are taking a question from the 'Ask Peter' forum today - am I worried about Ukraine's dwindling weapon's supplies in light of what's going on with the US Congress? Yes, yes I am.

Full Newsletter: https://mailchi.mp/zeihan/us-congress-dysfunction-blocking-aid-to-ukraine

Finnish politics are not something that often make the headlines, but with a marked shift away from “Finlandization” (when a smaller country remains neutral to appease a larger and more powerful neighboring country) comes some unfamiliar coverage.

Full Newsletter: https://mailchi.mp/zeihan/finnish-presidential-elections-and-anti-russian-sentiment

Ukraine managed to sneak some drones by Russian air defenses and hit the Ust-Luga oil refinery and loading facility. The attack didn't cause significant damage, but it disrupted production and shipping operations.

Ask Peter your question here: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/ukraine-attacks-russian-energy-terminal

Today we're talking about the Indians and pirates - sorry sports fans, not those ones. India launched a successful counter-piracy operation off the coast of Somalia, which has helped reaffirm its global strategic importance, but raised some eyebrows in the process.

Full Newsletter: https://mailchi.mp/zeihan/indias-counter-piracy-operation-a-geopolitical-wormhole

Today, we're looking at the US natural gas market based on energy data from 2023. The US natural gas market was remarkably stable in 2023, so being the world's largest producer and exporter of natural gas has its perks.

Full Newsletter: https://mailchi.mp/zeihan/us-natural-gas-and-global-energy-supplies