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  • Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan

    Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan
    2026/09/10

    Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying mineral-rich waste helps the U.S. build reserves, but it's a classic case of giving the man a fish vs. teaching him how to fish.

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    3 分
  • Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan

    Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan
    2026/09/09

    If China and Russia are so buddy-buddy now, why don't they build pipelines across Siberia to bypass the Persian Gulf? There are more issues than I can cover in this video, but here are a couple...

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    4 分
  • Ukraine Is Shooting Fish in a Barrel || Peter Zeihan

    Ukraine Is Shooting Fish in a Barrel || Peter Zeihan
    2026/09/08

    Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship identities, transponder data, routes, and ports from these companies, Ukraine can strike unidentified vessels with a high degree of confidence.

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    4 分
  • The End of U.S. Strategic Petroleum Reserve || Peter Zeihan

    The End of U.S. Strategic Petroleum Reserve || Peter Zeihan
    2026/09/07

    The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million barrels were never used for its intended purpose.

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    5 分
  • Global Shipping Comes Under Attack || Peter Zeihan

    Global Shipping Comes Under Attack || Peter Zeihan
    2026/09/04

    While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels.

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    5 分
  • China’s Real Estate System Is Failing || Peter Zeihan

    China’s Real Estate System Is Failing || Peter Zeihan
    2026/09/03

    You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Evergrande's former chairman, and it tells you everything you need to know about China's failing real estate system.

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    5 分
  • Russia Is Struggling to Defend Its Own Capital || Peter Zeihan

    Russia Is Struggling to Defend Its Own Capital || Peter Zeihan
    2026/09/02

    A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including refineries and key infrastructure, vulnerable to Ukrainian attacks.

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    7 分
  • Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan

    Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan
    2026/09/01

    Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again.

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    5 分