The Semiconductor Tariff Nightmare || Peter Zeihan

Despite the ongoing conflict in the Persian Gulf, shipping in the Strait of Hormuz remains open...sort of. The Iranians have taken control, requiring ships to get clearance for safe passage. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40XWUl6

The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be looped in. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40RY3L0

Buying your first home is one of those major milestones that your parents and grandparents probably didn't even think twice about. Now, that milestone is slipping further out of reach for the average American.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4dPbkeK

The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4c4bHRw

If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sB6eYq

Aluminum production in the Persian Gulf is going bye-bye. As Iran ramps up strikes on gas fields, pipelines, and power plants, the countries that depend upon cheap natural gas will no longer be able to run their smelters.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4byhxKT

Now that the Strait of Hormuz is shut down due to the Iran war, the impact is beginning to hit global food systems. This is coming in the form of fertilizer production disruptions in the Persian Gulf.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3NEtJk2

Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with ground operations is just too risky.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/477h7IL

The Supreme Court ruled Trump's tariffs were illegal, forcing the administration to do things...the right way. Welcome to Section 301 investigations. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4lCaOCU

The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4seVsGP