Afleveringen
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Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on:
Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits
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If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah.
Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition
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Zijn er afleveringen die ontbreken?
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The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like?
Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia
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The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like?
Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector
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Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain).
Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors
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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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