The Peter Zeihan Podcast Series

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