Peter Zeihan

Are there any countries that might be able to ease the global energy stress? Full Newsletter: https://bit.ly/4hSheOj #energy #crude #crudeoil #geopolitics https://twitter.com/PeterZeihan/status/2088217879766286597/photo/1 🐦

Global Energy Stressors: Can Anybody Help || Peter Zeihan

Russia’s Amazon Goes Up in Flames #shorts

Think of Wildberries as the Amazon of Russia. Striking these warehouses impacts key distribution networks for thousands of manufacturers and suppliers, and cuts off parts of Russia's military supply chain. #ukrainewar #geopolitics https://twitter.com/PeterZeihan/status/2088047844896780661/video/1 🐦

The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time. Full Newsletter: https://bit.ly/3SiKJhV https://twitter.com/PeterZeihan/status/2087855484950700415/photo/1 🐦

Global Energy Stressors: Can Shale Save the World || Peter Zeihan

This is my (short) conversation with former Deputy Prime Minister of Australia, John Anderson. In this episode, we discuss the global trading system we've relied on for decades coming to an end. We also touch on the unprecedented challenges facing China, why supply chains are dangerously fragile, and why Australia may actually emerge stronger. Watch Interview ➡️ https://bit.ly/4qxQjdf 🐦

As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems. Full Newsletter: https://bit.ly/4cobyIi #eu #energy #lng https://twitter.com/PeterZeihan/status/2087493102726520846/photo/1 🐦

Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan

The same four analysts, a lot more whiskey, and a lot less structure. Part two of my Stratfor reunion with @JacobShap, @Geo_papic, and @mgertken is now live! Watch full video ➡️ https://bit.ly/4zb2f8z https://twitter.com/PeterZeihan/status/2087268655482744992/photo/1 🐦

Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan. Full Newsletter: https://bit.ly/4pZs9bb 🐦

Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan

Most successful cyberattacks don't target critical national infrastructure; they go after individual organizations. Thanks to the decentralized #cybersecurity model adopted by the U.S., there is no single system an attacker can compromise to cripple the entire country. https://twitter.com/PeterZeihan/status/2086946183269044492/video/1 🐦

Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective. Full Newsletter: https://bit.ly/4h7NBIA #cyberattack #cybersecurity https://twitter.com/PeterZeihan/status/2086768326299042197/photo/1 🐦

Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan

Even if China manages to expand its Navy to the point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system... #geopolitics #china https://twitter.com/PeterZeihan/status/2085832629052743997/video/1 🐦

Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Full Newsletter: #china #military #geopolitics https://twitter.com/PeterZeihan/status/2085681161649422503/photo/1 🐦

The Limits of China's Military Reach || Peter Zeihan

A drone carrying nearly two pounds of explosives was found near a Ukrainian military cargo aircraft at Germany's Leipzig/Halle Airport, one of NATO's most important logistics hubs supporting Ukraine. #drone #germany #russia #geopolitics https://twitter.com/PeterZeihan/status/2085465305808269708/video/1 🐦

The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top. Full Newsletter: https://bit.ly/4fHIPPM #iran #geopolitics https://twitter.com/PeterZeihan/status/2085318770818417139/photo/1 🐦