Episodit
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Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense spending, China, and European alliances.
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Full Newsletter: https://mailchi.mp/zeihan/trump-20-nato
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As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia.
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Full Newsletter: https://mailchi.mp/zeihan/trump-20-russia
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Puuttuva jakso?
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Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down.
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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2
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Trump just kicked around invading and coercing some allies. Oh boy....
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Full Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin
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When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets.
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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1
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A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances.
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Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam
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That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own.
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Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid
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Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis.
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Full Newsletter: https://mailchi.mp/zeihan/why-is-gas-so-expensive-in-california
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American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward?
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Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism
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President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this.
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Full Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy
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MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy Carter's "legacy".
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I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case.
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Full Newsletter: https://mailchi.mp/zeihan/jimmy-carters-consequential-4-years
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In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship.
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Full Newsletter: https://mailchi.mp/zeihan/playing-jenga-with-maritime-shipping
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Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way.
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Full Newsletter: https://mailchi.mp/zeihan/artificial-intelligence-isnt-ready-for-mass-application
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The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale.
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Full Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-could-unravel-global-maritime-shipping
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There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen.
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Full Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria-for-benghazi
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The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians.
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Full Newsletter: https://mailchi.mp/zeihan/the-chinese-cut-off-drone-exports
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From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond.
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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-singapore
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Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future.
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Full Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government
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With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?
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Full Newsletter: https://mailchi.mp/zeihan/israels-strategy-for-iranian-nukes
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