Geopolitical Analysis from Peter Zeihan

Peter Zeihan, founder of Zeihan on Geopolitics

Peter Zeihan is a geopolitical analyst whose work has covered a wide variety of topics, such as natural resources at the North Pole and political tensions in South America. Before founding his own firm, Zeihan on Geopolitics, he worked at Stratfor. Renowned investor and past CFA Institute conference speaker John Mauldin has called Zeihan “one of the very sharpest thinkers” he relies on for geopolitical analysis.

You can watch Zeihan discuss challenges and opportunities facing various regions in the following videos:

Shifting Patterns in Global Demographics
A current trend in global demographics is leaving developed countries with investment capital that is more scarce and more expensive to borrow. Zeihan warns that for countries like Germany and Japan, the current environment “is as good as it’s ever going to be in our lifetimes.”

Latin America and its Challenges
Zeihan explores the economic development challenges facing Brazil, Argentina, and Mexico, along with some of the unique advantages specific to the region.

Strengths, Weaknesses, and Future of the Russian System
A review of the demographic and economic threats facing Russia, and how Russia’s political leaders are trying to address them.

The European Union’s Internal Struggles and Economic Future
Zeihan looks at the forces that shaped the European Union — “a French-designed institution” that has been “perfectly put together to serve German economic interests” — and what competing internal visions would mean for the EU’s economic development.

The Impact of U.S. Liquefied Natural Gas — Stratfor Agenda
Fracking and horizontal drilling introduced dramatic changes to the natural gas industry in the United States, and an increase in liquefied natural gas exports from the United States would have a noticeable effect on international energy markets.

Dexia’s Collapse and the European Financial Crisis  — Stratfor Portfolio
Zeihan discusses the October 2011 collapse of the Franco–Belgian bank Dexia, reviewing the standard bank bailout and shutdown process and considering how the nonstandard procedures followed in Dexia’s case could affect the European Union as a whole.

Challenges in Developing the Arctic — Stratfor Dispatch
Although the Arctic is the last great frontier for mineral and natural gas extraction, a number of technical and legal hurdles must be overcome before its resources can be developed in earnest. Zeihan looks at the feasibility of resource extraction at the North Pole.

Zeihan will be speaking at the Fourth Annual CFA Institute Middle East Investment Conference in Dubai, United Arab Emirates, this March. Register to attend the event and hear his thoughts on geopolitical risks and opportunities in the Middle East and North Africa, and follow this blog for conference news and updates.

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