Explore every episode of the podcast The Peter Zeihan Podcast Series

Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good old-fashioned squirrel killin'.

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Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades has given the United States anything it has asked for.

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Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo Petro.

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There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put that one to rest.

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Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade, because this is an overt political bribe.

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With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some "extra attention." So what countries could be next on the list as the US reasserts regional dominance?

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Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to military exhaustion.

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Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to offset low birth rates and prevent pension/workforce collapse.

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"Death to the dictator" chants have broken out during the protests in Iran, indicative of the broader economic and political strain throughout the country.

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Venezuela only has one realistic path forward: Oil. That doesn't mean it's a sure thing, though. So, let's lay it all out.

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Recent data out of Washington shows the US economy is growing faster than expected, but let's lift the hood on these numbers.

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Trying to figure out what foreign policy will look like after Trump is a fool's errand. With no strategic consensus or institutional planning capacity, the US is stuck in a car without brakes, a driver, or a steering wheel.

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If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve the current Chinese demographic crisis?

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Following the recent attacks on US troops in Syria, the question of the day is: Why does the US continue to maintain a presence there?

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Japan is restarting the world's largest nuclear power plant, after a 15-year shutdown following the Fukushima disaster.

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Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse.

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US labor data shows a slowdown in job growth, but given the recent changes to the Department of Labor, who knows if we can trust it. Regardless, labor patterns are definitely looking off...

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Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone.

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The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports.

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Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and has neglected all the important details.

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We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a nuclear power plant.

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Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track.

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Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation.

The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term tech development.

Combine that with what we discussed yesterday, and you get a tech sector that is going to struggle in the years and decades to come.

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We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies.

The gadgets and gizmos that fill our homes rely on highly complex supply chains, with most of that work happening in Asian countries. Any disruption to these interconnected networks could send devastating ripple effects down the line. US Tariffs on Asian imports discourage US participation in supply chains and incentivize companies to move production entirely outside of the US.

As tech manufacturing floods out of the US and we continue down this path of deglobalization, the future of American tech production looks worse and worse. Tomorrow, we'll tack on the issues of demographics and rising capital costs.

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With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations?

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Should the war in Ukraine result in a Russian loss, what will the future hold for Russia?

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The newly released national security document from the White House is more of a culture-war manifesto than a strategic guide for US foreign policy.

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Let's discuss what China's potential invasion of Taiwan would look like. Should China attack, both Biden and Trump have been explicit that the US would intervene economically and militarily.

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The Russians had an oopsie with the launch pad at their main heavy-lift launch site following the launch of their Soyuz MS-28 spacecraft heading for the ISS. The unintended destruction of this launch pad cripples Russia's space capabilities.

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2025 has been full of surprises. And honestly, given today's headline, I wouldn't be surprised if pigs started flying next. We now have Israel defending Germany.

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While we Americans were carving up our turkeys last week, the Canadians had a political breakthrough. The Prime Minister and the Alberta Premier made a compromise to advance a new pipeline route for Alberta's heavy crude.

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When the US starts publicly admitting to war crimes, we ought to pay attention. So, let's look at what's going on with Venezuela.

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Ukraine expanded its attacks on Russian energy infrastructure to include facilities tied to the Caspian Pipeline Consortium (CPC), as well as the shadow fleet of tankers that Russia uses to bypass Western sanctions.

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If I were tasked with finding a location for a US-based semiconductor fabrication facility, where would I put it?

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I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that's not the cause of the impending global depression...the tariffs are just accelerating the timeline.

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Space debris recently struck China's Tiangong space station. Given the congested nature of the ~350km altitude band, this collision is a warning of what might come to low Earth orbit (LEO).

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The US and South Korea have struck a deal for the US to help build nuclear-powered submarines for the Koreans. The US has kept this technology close to the chest for a long time, with the access list now a whopping two countries long: Australia and South Korea.

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Both the Ukrainians and the Russians will hate this plan.

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Doubling the US industrial capacity requires 50% more electricity...already a high barrier to entry. If we want to throw in some new data centers, add another 25-50% on top of that. No small feat.

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The world we've known and loved is going away, which means the US will have to pull itself up by its bootstraps and get to work...because there is a massive defense buildout and reindustrialization looming on the horizon.

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The US shale revolution has altered the trajectory of the US energy sector, but can that success story be replicated anywhere else?

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Despite New Mexico's hot air balloon festival and dramatic landscapes, there's not much else going for the state. They rank low on economic and social indicators, they have an arid climate, they're navigating complex racial and tribal dynamics...needless to say, they could use a win.

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Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been dipping into the US or EU aid...this dates back long before all that started flowing in.

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Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in size to the US Wasp-class.

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Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus.

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Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases?

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We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off?

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The AI race has been all the rage, but what if we were racing ourselves straight into regression?

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ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution.

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The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen.

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