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- Are there any countries that might be able to ease the global energy stress?
Saudi Arabia might be able to ramp up output, but Houthi attacks could take that away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4hSheOj - The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/3SiKJhV - As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4cobyIi - Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4pZs9bb - Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://bit.ly/4h7NBIA
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About The Peter Zeihan Podcast Series
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
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