Saudi Arabia
country in West Asia
Named more than in passing in 9 episodes, from 31 August 2026 to 9 November 2026: Peter Zeihan 9 · Paul J. Warburg 0. Wikidata
2026 · 9 episodes
November 2026 · 1
6:05
A New Explosive Threat in the Persian Gulf
Peter Zeihan
Conventional commercial shipping in the Persian Gulf is probably going to collapse because there is no good defense against speedboat attacks. The cost for the civilian shipping sector to try to cope with this is immense and will absolutely change the cost structure of how shipping happens.
October 2026 · 5
3:46
Oil Pricing Is Going Crazy
Peter Zeihan
A severe break in the security environment allows the market to function differently. By the time we get to the end of the year, unless something is resolved politically, we're going to be looking at outright breaks in supply lines.
6:18
The Great Oil Split Has Begun
Peter Zeihan
The United States has a functional ceiling on its energy prices of around $70 while Europe and Asia pay double or triple that amount due to transport disruptions. This fragmented market state is going to be the norm for the bulk of the next 20 years.
5:53
Should the U.S. Military Invade Yemen?
Peter Zeihan
The United States faces an ugly choice between a difficult military occupation or accepting Iranian control over Gulf energy. A military solution is too involved to recommend, leaving the only viable option as a political deal with Iran.
5:51
Defending the Homefront from Cheap Drones
Peter Zeihan
The entire industrial age needs to find a new way to operate because we are not ready for this. It is time to start noodling fast, hopefully, about what a post-drone economy can even be.
5:39
What’s Next for Iraq?
Peter Zeihan
The withdrawal of US troops leaves Iraq unstable, risking Iranian dominance in the south or a return to Sunni rule. Peace in the region is unlikely as history suggests Sunnis will rise again if the system becomes unmoored.
September 2026 · 2
6:07
The Diesel Shortage Hits America
Peter Zeihan
Diesel shortages will reverberate through the entire American economy for months. The US faces guaranteed transport problems affecting everything moved throughout the country for at least the next 18 months.
5:27
Global Shipping Comes Under Attack
Peter Zeihan
No country can defend all eight major transit choke points simultaneously. No nation or coalition can keep global sea lanes safe anymore.
August 2026 · 1
3:04
Relocate or Move On from the Middle East
Peter Zeihan
The United States lacks a good defense for these systems because it cannot build enough interceptors to match Iranian drone production. Moving bases to Jordan or Israel fails because Iranian drone ranges are extending daily to cover these areas, leading to a broad-scale American withdrawal from the region.