
Peter Zeihan
@PeterZeihan • 300,286 subscribers
Geopolitical strategist, speaker, author. Join the Patreon → https://t.co/Vmkgv4878u
Videos

This shift will be caused by Iran's oil storage reaching capacity. Now that the real decision-makers will feel the pressure, there will be an opening for policy change. The outcome, however, remains uncertain. #crudeoil #iranwar #straitofhormuz #geopolitics
Peter Zeihan170,914 görüntüleme • 1 ay önce

Iran has successfully penetrated Saudi Arabia's missile defense systems. The strikes caused major damage to energy infrastructure, & those bypass options just went out the window. If strikes continue, nearly ~7 million barrels per day could go offline for years. #crude #iranwar
Peter Zeihan73,484 görüntüleme • 1 ay önce

We've seen a confirmed drop in Iran's missile attacks, but drones remain the larger LT threat. The complication that I'll be following closely is China's role. With Chinese shipments of drone components still entering Iran, the US will have to decide when and if to cut that off. #iranwar #drones #geopolitics
Peter Zeihan60,485 görüntüleme • 2 ay önce

The U.S. Navy just seized a Russian shadow fleet tanker that managed to slip past the naval quarantine around Venezuela. The cascading effects of a stalled shadow fleet will disrupt nearly 5 million barrels of oil per day. Talk about a Hump Day! #crudeoil #usnavy #geopolitics
Peter Zeihan66,900 görüntüleme • 4 ay önce

Capturing Venezuelan President Nicolás Maduro is less about Trump's (inconsistent) rhetoric & much more about long-term geopolitics. This is the revival of the Monroe Doctrine. The US is pulling back from global commitments and turning its focus to the Western Hemisphere...
Peter Zeihan62,835 görüntüleme • 4 ay önce

There's a good chance that the entire Russian shadow fleet could be dismantled within months. Beyond the impacts on Russian, Iranian, and other oil supplies, global shipping could be shifting towards a shortage as the vessels are retired. #crude #crudeoil #geopolitics
Peter Zeihan34,591 görüntüleme • 2 ay önce
