Episodes
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If you're planning a coast-to-coast road trip through the US, you might want to wait until the Biden administration can liquidate the northeast gasoline reserves, here's why...
Full Newsletter: https://mailchi.mp/zeihan/the-biden-admin-liquidates-northeast-gas-reserves
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I've avoided talking about the Israel and Gaza conflict as much a possible (given that there's no favorable outcomes for anyone involved), but some recent changes have forced my hand.
Full Newsletter: https://mailchi.mp/zeihan/the-much-extended-agony-of-israel-and-gaza
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Episodes manquant?
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We've got some more interview style questions for you today! We'll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab.
Full Newsletter: https://mailchi.mp/zeihan/what-is-the-future-of-chinese-expansion-and-energy
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Other than a slight bump in sales during the holidays (shoutout to all the naughty kids), coal has been on the decline for quite a while now. With more environmentally friendly alternatives surging into the spotlight, how does coal fit into the energy framework?
Full Newsletter: https://mailchi.mp/zeihan/why-the-us-is-ditching-coal-as-an-energy-source
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I've started hearing rumblings about the American power grid and vulnerability to cyber attacks. Sure there's been hiccups throughout the years, but this one isn't keeping me up at night.
Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-the-us-power-grid
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Everyone is talking about Iran's potential development of an active nuclear weapon. Before anyone gets too frightened at the prospect of this announcement, let me give you some food for thought.
Full Newsletter: https://mailchi.mp/zeihan/does-iran-actually-have-a-nuclear-weapon
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On Wednesday May 15, there was an assassination attempt on Slovakia's Prime Minister, Robert Fico. At the time of recording, the PM was still in critical condition and there's no clear political group or foreign entity claiming responsibility.
Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-on-slovakias-prime-minister
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We've got another question for our Ask Peter series today: What are the long-term impacts to Western interests of the recent political upheaval in West Africa/the Sahel, especially given the break in security partnerships with the United States and Paris?
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-politics-and-peace-in-west-africa
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Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and more. This is an attempt to prevent China from dominating industries that the US wants to develop.
Full Newsletter: https://mailchi.mp/zeihan/the-us-places-huge-tariffs-on-chinese-imports
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We've got some new players in the global weapons trade, and let's just say that I prefer the old gun runners.
Full Newsletter: https://mailchi.mp/zeihan/adventures-in-gun-running-iran
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Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go.
Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer
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Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman.
Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low
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The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth...
Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration
Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance
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Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration
The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US).
Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers
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The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about.
Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks
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