Telegram-канал "Peter Zeihan" — @peterzeihan

Peter Zeihan

11 May 2022, 00:57

Peter Zeihan: If you think the United States has a debt problem, wait till you see Japan. https://www.foxnews.com/world/japanese-government-debt-record-1-quadrillion-spending
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Peter Zeihan

11 May 2022, 00:44

Peter Zeihan: ZOT
Culture war burn!
"The pronoun for a Russian general is "was/were"." - Darth Putin
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Darth Putin

The pronoun for a Russian general is "was/were".

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Peter Zeihan: Good Q&D on the status of shale output.
"🚨 NEW POST 🚨

🇺🇸🛢️ US oil producers have struggled to grow in the COVID era, with gains more or less stagnant over the past year despite a promising run-up in late-2021.

But the world remains hooked on US shale supply—so can the shale patch turn up?
https://www.commoditycontext.com/p/shale-struggles?s=w" - Rory Johnston
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Peter Zeihan

11 May 2022, 00:39

Peter Zeihan: Green or fossil fuels, everybody needs a lot more transmission capacity for the way the grid is evolving.
"Here’s what you get when two of the largest coal units near Houston go down during a heat wave, wind and solar are strong elsewhere in Texas, and there’s not enough transmission to move it here
#ERCOT #Parish https://twitter.com/cohan_ds/status/1524104440302743554/photo/1" - Daniel Cohan
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Daniel Cohan

Here’s what you get when two of the largest coal units near Houston go down during a heat wave, wind and solar are strong elsewhere in Texas, and there’s not enough transmission to move it here #ERCOT #Parish

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Peter Zeihan

11 May 2022, 00:31

Peter Zeihan: The very definition of lagging indicator 😏
"data showing pandemic is over in the us:

% decrease of alcohol consumption in american adults from march 2021 to 2022

flavored malt beverage -34%
hard seltzer -34%
craft beer -33%
noncraft beer -31%
wine -27%
liquor -26%" - ian bremmer
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ian bremmer

data showing pandemic is over in the us: % decrease of alcohol consumption in american adults from march 2021 to 2022 flavored malt beverage -34% hard seltzer -34% craft beer -33% noncraft beer -31% wine -27% liquor -26%

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Peter Zeihan

11 May 2022, 00:30

Peter Zeihan: RT @chris__pc: Images reportedly from Beijing are going around showing barriers being erected around residential compounds. Apparently they are using razor wire now. https://twitter.com/chris__pc/status/1524031944316489729/photo/1
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chris pc

Images reportedly from Beijing are going around showing barriers being erected around residential compounds. Apparently they are using razor wire now.

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Peter Zeihan

11 May 2022, 00:30

Peter Zeihan: RT @Nrg8000: Unconfirmed but solid reports that Ukrainian troops have reached the Russian border to the North-East of Kharkiv near the town of Ternova. Today the UAF General Staff announced that Russian troops have withdrawn across the border. This unconfirmed news makes that seem more likely https://twitter.com/Nrg8000/status/1524113813024690176/photo/1
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Nathan Ruser

Unconfirmed but solid reports that Ukrainian troops have reached the Russian border to the North-East of Kharkiv near the town of Ternova. Today the UAF General Staff announced that Russian troops have withdrawn across the border. This unconfirmed news makes that seem more likely

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Peter Zeihan

11 May 2022, 00:29

Peter Zeihan: Cult of personality health policy
"Shanghai is now sending entire compounds to quarantine facilities after a single positive case.

Why? Policies are now a "military order" with very specific targets: Each district must "kill" X number of cases a day.

The result has been a paralyzing climate of fear." - Chang Che
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Chang Che

Shanghai is now sending entire compounds to quarantine facilities after a single positive case. Why? Policies are now a "military order" with very specific targets: Each district must "kill" X number of cases a day. The result has been a paralyzing climate of fear.

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Peter Zeihan

10 May 2022, 20:27

Peter Zeihan: More leadership losses.
https://zeihan.com/the-ukraine-war-assassinations-and-artillery/
https://www.independent.co.uk/news/world/europe/putin-loses-39th-colonel-kharkiv-b2075368.html
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Peter Zeihan

10 May 2022, 20:25

Peter Zeihan: I'd have been surprised if there was nothing. https://thehill.com/policy/international/3482835-un-receiving-credible-information-about-ukrainian-troops-torturing-russian-prisoners-official-says/
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Peter Zeihan

10 May 2022, 20:23

Peter Zeihan: WTAF???
Russia's performance in the #UkraineWar just keeps getting weirder. https://www.businessinsider.com/russia-su34-jets-basic-gps-receivers-taped-to-dashboards-uk-2022-5
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Peter Zeihan

10 May 2022, 20:21

Peter Zeihan: It is soooo odd that #Ukraine is showing more competence with with precision weapons than #Russia. #pgm #UkraineWar https://www.independent.co.uk/news/world/europe/ukraine-destroys-putin-parade-boat-snake-island-b2075538.html
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Peter Zeihan

10 May 2022, 20:19

Peter Zeihan: Normally, nearly all Ukraine's #wheat and #corn is exported via water (via #Kherson and #Odessa ).
If everything goes perfectly, #Ukraine be able to ship 1/4 of it out via #rail . https://fortune.com/2022/05/10/ukraine-wheat-exports-russian-black-sea-port-blockade/
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Peter Zeihan

10 May 2022, 19:29

Peter Zeihan: He's right of course. New investment into global oil and natural gas is down by 2/3 compared to 2014. https://www.bloomberg.com/news/articles/2022-05-10/saudi-oil-chief-says-all-energy-sectors-running-out-of-capacity
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OPEC Kingpins Warn About World’s Dwindling Energy Capacity

The oil ministers of Saudi Arabia and the United Arab Emirates warned that spare capacity is decreasing in all energy sectors as producers slash investment, causing everything from crude to diesel and natural gas to trade at or near record highs.

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Peter Zeihan

10 May 2022, 19:27

Peter Zeihan: UAE and Saudi are the only countries that maintain any meaningful spare production. And most of that takes 6 to 9 months to bring online. Regardless, even if they opened the taps all the way it wouldn't cover half of what we are losing from Russia.
"U.S. asked Brazil's Petrobras if it could raise oil output; it said no
https://reut.rs/3stfEbd https://twitter.com/chigrl/status/1523975707055075328/photo/1" - Tracy (𝕮𝖍𝖎)
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Peter Zeihan

10 May 2022, 16:05

Peter Zeihan: Russia. Not as good at propaganda as it used to be.
"A Victory Day celebration broadcast on Russian state TV featured a photograph of the real Bonnie and Clyde in a segment supposedly devoted to couples who were separated during WWII. The image is the first pic on their Wikipedia page lol. https://twitter.com/KevinRothrock/status/1523747546136383489/photo/1" - Kevin Rothrock
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Kevin Rothrock

A Victory Day celebration broadcast on Russian state TV featured a photograph of the real Bonnie and Clyde in a segment supposedly devoted to couples who were separated during WWII. The image is the first pic on their Wikipedia page lol.

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Peter Zeihan

10 May 2022, 16:04

Peter Zeihan: Interesting assessment of spy work. https://www.abc.net.au/news/2022-05-10/spy-boss-suggests-chinese-officials-leaking-to-australia/101053414
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Peter Zeihan

10 May 2022, 15:48

Peter Zeihan: | Why the World Should Care About Ukraine | Jordan Harbinger

This one was fun! https://www.jordanharbinger.com/peter-zeihan-why-the-world-should-care-about-ukraine/
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Peter Zeihan

10 May 2022, 15:00

Peter Zeihan: Add the extravagances and exaggerations of the #fiat era to the excesses and eruptions of the #demographic moment and we have experienced the largest #credit surges in human history.

My latest: https://bit.ly/3LU13gJ
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Peter Zeihan

10 May 2022, 02:18

Peter Zeihan: 3- there's a new batch of controls coming for everything the Russians cannot make themselves. That's cars. Bulldozers. Electronics. Food processing units. Pretty much everything that makes modern life possible. The goal is to roll Russia back to before the industrial revolution.
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