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While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired. Although oil exports have dropped by 10%, several factors have skyrocketed Russia's earning potential. Full Newsletter: https://mailchi.mp/zeihan/russian-oil... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver. Russia's natural gas state monopoly, Gazprom, has just reported its lowest output levels since 1978. Full Newsletter: https://mailchi.mp/zeihan/european-sa... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The fate of the European Union will likely be decided in the coming week; if that doesn't pique your interest, I'm not sure what will. Full Newsletter: https://mailchi.mp/zeihan/the-europea... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Well, it sounds like the US finally decided to join in on the fun and make a lithium discovery of their own. This deposit is - supposedly - the largest ever, and it is located in the McDermitt Caldera near the Oregon-Nevada border. Full Newsletter: https://mailchi.mp/zeihan/us-discover... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

As of September, Putin has sufficiently disrupted Ukraine's grain exports and overall agricultural sector. Meanwhile, the Russians were bolstering their wheat exports, so global supply has held steady, and prices are still down. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

There's been a surge in coups throughout African countries, and there's a common thread connecting them - most are former French colonies. Full Newsletter: https://mailchi.mp/zeihan/african-cou... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Trying to predict what the Chinese system will look like as it collapses would be a fool's errand, but exploring China's housing market in this context could be fruitful. Full Newsletter: https://mailchi.mp/zeihan/the-chinese... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

China invading Taiwan isn't a new topic, but would China ever use this war as a diversion or distraction? This is an unlikely scenario, but as long as Xi is in charge, we must consider every possibility. Full Newsletter: https://mailchi.mp/zeihan/chinas-dive... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Today, we’re looking at Chechnya’s tumultuous history with Russia and what the future might hold. After two wars, a few decades of nominal Russian control and ruthless leadership, the tides might be turning for Chechnya. Full Newsletter: https://mailchi.mp/zeihan/chechnya-ru... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Today, we're looking at some of the recent developments and shifting dynamics in the South Caucasus. The assault on Armenian-controlled Nagorno-Karabakh appears to be a tidy victory for Azerbaijan, but there's more at play here. Full Newsletter: https://mailchi.mp/zeihan/armenia-vs-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Is the hydrogen economy really the future? Or Is it all a farce? I don't want to get too far ahead of myself, but it's somewhere in between... Full Newsletter: https://mailchi.mp/zeihan/ask-peter-i... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

My walk along the railroad tracks inspired some pondering on why rail gets such a bad rap. Yeah, I know it's not as fast as planes OR as versatile as vehicles OR as cheap as water...but that doesn't mean there's no place for it. Full Newsletter: https://mailchi.mp/zeihan/transport-t... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

It's time to come out from under your rock and face the music - China is collapsing. If that comes as a shock to you, watch this video to get up to speed. Full Newsletter: https://mailchi.mp/zeihan/dont-be-sur... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Well, my attempt at prepping a video this morning and getting ahead of a brewing war between Armenia and Azerbaijan has failed. Hostilities broke out within minutes of me finishing the recording, but here's what's what... Full Newsletter: https://mailchi.mp/zeihan/war-breaks-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

In case you need something to stress about today, we'll be looking at the history of arms control treaties and today's lack thereof. Full Newsletter: https://mailchi.mp/zeihan/what-happen... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east of Russia. Besides boosting each other's egos and gossiping a bit, it looks like the main discussions revolved around North Korea providing military assistance to Russia in the form of artillery shells. Full Newsletter: https://mailchi.mp/zeihan/north-korea... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

If your kids need poster boards for an upcoming school project, you may want to visit the supply store before the autoworkers hit the picket lines. With a strike looming, let's break down the economic and political consequences. Full Newsletter: https://mailchi.mp/zeihan/autoworkers... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The Chinese telecom firm Huawei (the same firm that was caught modifying equipment on behalf of the Chinese government) has released a new phone with a seven-nanometer chip. Full Newsletter: https://mailchi.mp/zeihan/why-huaweis... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

As we continue down the path of deglobalization, the US has checked most of the boxes needed to thrive in a disconnected world. Between shifting supply chains and moving manufacturing closer to home, there is still one box that the US hasn't checked off - processing. Full Newsletter: https://mailchi.mp/zeihan/processing-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Senator Tommy Tuberville has placed a unilateral hold on nominations and confirmations of military officials because he doesn't like the Biden administration's current policy of allowing officers to travel for abortion services. Full Newsletter: https://mailchi.mp/zeihan/the-greates... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

Mohammed bin Salman, the Crown Prince of Saudi Arabia, has seen the ongoing engagement and security guarantee that the US has with Japan, and he wants a similar deal for Saudi Arabia. Full Newsletter: https://mailchi.mp/zeihan/saudi-arabi... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The Ukraine War has negatively impacted almost every area of life, but perhaps there's a silver lining beneath all the global disruptions and adverse effects...It may sound like a stretch, but this war may have helped to prevent a financial crisis in the US. Full Newsletter: https://mailchi.mp/zeihan/why-im-not-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

With China facing economic slowdown, trade wars, and a slew of other things, an intervention (aka the G20 Summit) is exactly what Xi needs right now. Full Newsletter: https://mailchi.mp/zeihan/xi-ditches-... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

All this talk of little green men has both disturbed and intrigued my inner nerd. While I don't know if aliens have actually visited us, talking about the possible tech being used is a fun little distraction for all of us. Full Newsletter: https://mailchi.mp/zeihan/astropoliti... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk

The super moon (or blue moon or whatever it was) didn't have just the animals stirring last night...and since I couldn't sleep, I figured we should talk about Ukraine's recent drone attack and its ramifications. Full Newsletter: https://mailchi.mp/zeihan/ukrainian-d... Where to find more? Subscribe to the Newsletter: https://bit.ly/3NyQu4l Subscribe to the YouTube Channel: https://bit.ly/3Ny9UXb Listen to the Podcast: https://spoti.fi/3iJyNEe Zeihan on Geopolitics website: https://zeihan.com/ Purchase the Global Outlook Webinar Here: http://bit.ly/3xBvRxd Where to find me on Social Media? Twitter: https://bit.ly/3E1E95D LinkedIn: https://bit.ly/3zJAW8b Instagram: http://bit.ly/3IW2mgp Facebook: http://bit.ly/3ZIAjHk