
The Peter Zeihan Podcast Series
di Peter ZeihanChina's Hold on Congolese Cobalt || Peter Zeihan
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. Join the Patreon here: https://www.patreon.com/PeterZeihanPrize Courts Revived for Iran Seizures || Peter Zeihan
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. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4yD865tHow to Work Together Like Early Rome || Peter Zeihan
As the global order breaks apart, countries and communities that can incorporate the learnings from early Rome can weather the storm much better than others. We're talking about integrating economies, infrastructure, and security. Join the Patreon here: https://www.patreon.com/PeterZeihanCan AI-Driven Robots Save Japan? || Peter Zeihan
Japan has long been a pioneer in methodologies and technologies to save society from a demographic crisis. Japan's next endeavour is developing AI-powered robots for industrial, agricultural, healthcare, and logistics applications. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/472ikQRWhat Is Zelensky's Political Future? || Peter Zeihan
Volodymyr Zelensky’s historical legacy is still being written. Sure, he's remained highly popular as a wartime leader and would likely be reelected if elections were held tomorrow. But a lot of his legacy depends upon the outcome of the Ukraine War. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4j2z1D2The Democrats Are Screwed, Too || Peter Zeihan
We discussed the problems with the Republicans; now let's move on to the Democrats. They've got a different set of problems, but make no mistake, they are just as screwed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4Ab7tRZWhat Does Life After Donald Trump Look Like? || Peter Zeihan
Trump has adopted a leadership style similar to that of Xi Jinping and Vladimir Putin. That means power is solely concentrated around him, and the party ideology and institutional foundation have been weakened. Without Trump, the Republican Party has no life force. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4hfJppFDoes the Trump Administration Know What's Going On? || Peter Zeihan
On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Naturally, government officials view things through a narrow lens corresponding to their background, such as business or academia. So, that's the baseline here. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3UuDIvrBack to the Glory Days of the Spice Trade || Peter Zeihan
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching the gateway cities of Venice, Genoa, Pisa, and Amalfi. So, what can we learn from the glory days of the spice trade? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4dnPf63Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan
Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the U.S. build reserves, but it's a classic case of giving the man a fish vs. teaching him how to fish. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4xOUjZt