Why I'm Bullish on Southeast Asia || Peter Zeihan

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

Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter:

Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading? Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter:

Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4sMNEfD