Peter Zeihan

How Stable Is the Russian Oil Industry?

How Stable Is the Russian Oil Industry?

The big news from the weekend is that Russia announced a plan to cut 500,000 b/d (barrels per day) of oil production. This accounts for about .5% of global supply and roughly 10% of Russian oil exports. Once Russia starts shutting down their oil wells because of...

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The Beginning of the Fall of Crimea

The Beginning of the Fall of Crimea

Over the weekend, the Ukrainians recaptured the city of Kherson from the Russians. A huge strategic win for Ukraine and only the first of many humiliating retreats & defeats that the Russians will soon face.

If there was one thing Russia’s military complex needed, it was rail-support. Take that away and ~poof~ say bye-bye to Russia’s supply chain – other than school buses and Scooby-Doo vans.

So what does that mean? The remainder of Russia’s forward operations will face similar fates – if not worse.

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Peter Zeihan: China and Semiconductors

Peter Zeihan: China and Semiconductors

In the midst of what’s going on in Ukraine, there are also a lot of changes being made in China and it’s relationship with the rest of the world.

In today’s video, Peter will explain what’s happening in China, particularly in the semiconductor industry much of which they supply and we are dependent upon.

As always, this will be extremely interesting and informative with no political bias.

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Peter Zeihan: Kerch Bridge Explosion and Russian Refueling Logistics

Peter Zeihan: Kerch Bridge Explosion and Russian Refueling Logistics

The Kerch Bridge from Russia to the Crimean Peninsula suffered a major blast/explosion October 8.

Even if trucks can still–slowly–make the journey, trucked fuel supplies are smaller, slower, and more vulnerable than the rail routes Moscow had previously relied on. All of which sets up an interesting set of opportunities for the Ukrainians. If Kyiv ever had a window of opportunity to push hard against Russian forces in southern Ukraine, that time would be now.

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Peter Zeihan — Russia: Prepping for the Next War

Peter Zeihan — Russia: Prepping for the Next War

If you care at all about where the world is heading, this video is well worth watching.

Russian President Vladimir Putin has given another of his…heavy-on-the-revisionist-history speeches. This time, he categorized the Great Northern War–the 18th century conflict that saw the Tsardom of Russia successfully challenge Sweden for Baltic superiority–as one where Russia “reclaimed” such territories as Estonia and Latvia. As with Moscow’s claims that places like Ukraine have always been a part of Russia, this is just simply not true.

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Peter Zeihan on Sweden, Finland, NATO, and Turkey

Peter Zeihan on Sweden, Finland, NATO, and Turkey

Most NATO members have met Finland and Sweden's joint application for membership with open enthusiasm. The US, UK, France; even the Italians and Greeks are cheering, in a rare moment of pan-European positivity.  But not the Turks. Long kept at arm's reach from...

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Peter Zeihan on the Russian Oil Situation

Peter Zeihan on the Russian Oil Situation

Much of Russia's revenue is based on their oil fields. But oil fields don't just go on and off at the flick of a switch. A handful of refineries across Russia have already announced reductions in output due to a lack of demand. This is not good news. If refineries...

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