Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go. Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer

Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman. Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low

The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth... Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance

We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing. Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain

Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US). Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers

The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about. Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks

A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it. Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here

Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years. Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands

The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US). Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth

RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process. Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election

As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries? Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now

This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet? Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet

When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars

Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine

It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations. Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics

The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method. Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap

In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show. Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of

When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars

Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine

I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth? Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem

Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way. Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret

With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS. Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan