At its core, my work weaves together the heavy trends of geopolitics and demographics into a tapestry that can be viewed from any number of directions. Most folks in spaces political, economic or strategic tend to gloss over demography. Much to their detriment in my opinion.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-1-understanding-the-basics

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'Tis the season, so I dusted off the trusty ol' Christmas jacket to talk about who will be waking up to the best present. No surprise here, but American Automotive was at the tippy-top of the "good list" this year.

Full Newsletter: https://mailchi.mp/zeihan/i-want-an-automobile-for-christmas

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Let's talk about Greentech - Solar and Wind in particular. The underlying goal of these green solutions is to produce clean energy at scale, but we are a long way off from that goal.

Full Newsletter: https://mailchi.mp/zeihan/where-in-the-world-quartzite-and-greentech

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#Steel. The backbone of...just about everything. The cars we drive. The buildings we work in. You get the point. But what happens when access to the inputs necessary for steel production starts to thin?

Full Newsletter: https://mailchi.mp/zeihan/steel-thinning-supply-lines

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The #JDAM technology has the ability to change the #tactical and #strategic scope of this #war. Given #Ukraine's unrestricted airspace, they could hit any target within range with pinpoint accuracy.

Full Newsletter: https://mailchi.mp/zeihan/jdams-ukrainian-bombs-get-smarter

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At the onset of the Ukraine War, the Americans laid out 3 criteria for providing weapons to the Ukrainians: it must be a weapon system not critical to US defense operations, the technology must be outdated and it must be something that the Ukrainians can operate on their own. But things are changing...

Full Newsletter: https://mailchi.mp/zeihan/ukraine-the-problems-and-potential-of-plopping-for-patriots

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#Fusion - The #cleanenergy of the future. No carbon footprint. Bottomless. Cheap. Sound too good to be true? Well, if it looks like a duck...

Full Newsletter: https://mailchi.mp/zeihan/the-fusion-breakthrough-70-years-in-the-making

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A #COVID situation is brewing in #China and an outbreak of grand proportions is imminent. Unfortunately, the Chinese medical and political systems are wildly unprepared for what's about to happen.

Full Newsletter: https://mailchi.mp/zeihan/covid-chinas-problem-child

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#Japan is no slouch when it comes to national defense; just look at their navy. On top of that, they just added some fancy new gadgets to their defensive capabilities - we're talking #TomahawkMissiles baby.

Full Newsletter: https://mailchi.mp/zeihan/japans-new-toy-the-tomahawk-missile

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Waking up to ash from the Red Fire scattered across my tent wasn't exactly how I pictured my morning going, but it does bring to mind an interesting topic - Climate Change.

NB: The following video is one I recorded while on my annual backpacking trip in August; please excuse any potential anachronisms.

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