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Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems.
Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy
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German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany.
Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again
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Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late.
Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media
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Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out.
Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i
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Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery.
Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine
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Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next?
Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer
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Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends?
Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports
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Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it.
Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat
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If the green transition is ever going to work, it needs to happen everywhere. So, don't get your drawers in a bunch when you see green energy funds from the Inflation Reduction Act being invested in Red States.
Full Newsletter: https://mailchi.mp/zeihan/why-should-red-states-get-greentech-investments
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*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets.
Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana
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*This video was recorded in May of 2024. If you've read my book "The End of the World Is Just the Beginning" then you're well aware of the US stepping away from the Global Order. But what does life look for other countries once that happens?
Full Newsletter: https://mailchi.mp/zeihan/what-is-the-united-states-role-in-the-new-global-order
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As a result of the power struggle between the two governments in Libya, roughly 70% oil production in the country has been shut down. This could significantly impact global oil supplies and is a glimpse at the instability within Libya.
Full Newsletter: https://mailchi.mp/zeihan/libyan-oil-gets-shut-down-over-government-duel
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The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges, but only managed to start some fires (as of now). This lackluster attack isn't the scariest thing, but it does highlight the growing dangers of commercial shipping in the region.
Full Newsletter: https://mailchi.mp/zeihan/the-houthis-are-still-attacking-ships-in-the-red-sea
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Sure, the Cubans and the Americans have some history, but who doesn't? If both sides can let that water pass under the bridge, what will Cuba's role in the North American system look like moving forward? *This video was recorded during my backpacking trip through Yosemite in the end of July.
Full Newsletter: https://mailchi.mp/zeihan/should-cuba-integrate-with-north-america
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There are lots of moving parts in the Ukraine War right now, so let's do a little recap of everything that's going on. There are four big ones...
Full Newsletter: https://mailchi.mp/zeihan/a-new-war-in-ukraine
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*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia seemingly enjoy having their fingers in the African pie, but what are they doing there? And should we be worried?
Full Newsletter: https://mailchi.mp/zeihan/what-are-china-and-russia-doing-in-africa
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Ukraine has made a significant push into Russian territory, capturing roughly 1,000 square kilometers within the Kursk province. The Ukrainians also destroyed a handful of bridges that will hinder Russia's logistical support for Belgorod and complicate Russian reinforcement efforts.
Full Newsletter: https://mailchi.mp/zeihan/ukraine-pushes-into-russia-yet-nukes-didnt-fly
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We're going to group therapy today, and on the docket for discussion is what makes Americans so difficult to understand? Not in a weird accent kind of way, but in a "why are we the way that we are" kind of way. *This video was recorded during my backpacking trip through Yosemite in the end of July.
Full Newsletter: https://mailchi.mp/zeihan/lifes-greatest-mystery-understanding-americans
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*This video was recorded during my backpacking trip through Yosemite in the end of July. The Baltic states - Estonia, Latvia and Lithuania - are taking one step closer to the Europeans with their upcoming electrical system swap. This switch from Russian to European electrical standards marks a significant shift for these nations.
Full Newsletter: https://mailchi.mp/zeihan/the-baltics-ditch-russia-for-european-integration
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*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy and its fleet of carriers (and super-carriers) haven't had much of a challenge on the seas since WWII. But of all things, it might be some low-tech jet ski bombs that change the way the world's navies operate.
Full Newsletter: https://mailchi.mp/zeihan/could-jet-ski-bombs-change-the-way-navies-operate
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