Panama
sovereign state in Central America
Named more than in passing in 3 episodes, from 26 August 2026 to 28 September 2026: Peter Zeihan 3 · Paul J. Warburg 0. Wikidata
2026 · 3 episodes
September 2026 · 2
6:07
The Diesel Shortage Hits America
Peter Zeihan
The United States faces a guaranteed diesel shortage and transport crisis for at least eighteen months because it chose expensive trucking over cheap water transport. Global supply disruptions will cause problems in our transport system, which will affect every single thing that has to be moved throughout the entire country for at least the next eighteen months.
5:27
Global Shipping Comes Under Attack
Peter Zeihan
No country, including the United States, can keep the seas safe any longer because defending global choke points is impossible while disrupting them is easy. It is strategically stupid to try and defend all major transit points because the U.S. lacks the capability to do so while remaining free to disrupt them.
August 2026 · 1
9:10
The Collapse of the World's Strategic Straits - Part 2
Peter Zeihan
The collapse of international law regarding natural waterways allows Iran, Turkey, and NATO members to charge tolls, forcing a global rewiring of commerce. Countries closer to these choke points gain leverage over energy and trade flows while distant nations struggle.