- Geopolitics, demography and shale energy are overturning the global order. There are plenty of traps to avoid as the old system falls apart, but there are also a great many bright spots brimming with opportunity. Learn what to look for.
- Find out why China will crash, when Europe will fly apart, how far Russia will push and why Iran will become the United States’ best friend.
- Learn about the growth stories of the future. Which sectors will do well in which country over various time frames.
Amber Waves of (American) Grain: The Future of Global Agriculture
Modern agricultural patterns are the result of three largely unrelated factors: low-risk global trade, insatiable Asian demand, and unlimited cheap credit. Within the next five years, all three of these trends will not just evaporate, but invert. When that happens, the only thing that will hurt more than the gradual loss of demand will be the sudden collapse of supply. However, none of this impacts the American producer – it therefore will be the United States that will reap the benefits of its productivity and stability for decades to come.
The Trump Doctrine
Presidents come and go, but geography doesn’t change. Gain understanding of the world the incoming Trump administration is inheriting, and get a glimpse into how the new White House will grapple with crises imminent, opportunities golden and everything in between.
Seven(teen) Years of Lean: The Future of Global Finance
In the decades since World War II, everything from computerization to securitization to the rise of the developing world has made the financial sector central to modern economic activity. But never forget that modern finance itself is an outgrowth of revenues generated by the global free trade order. Never forget that the past two decades have witnessed the richest and cheapest supplies of capital in history. A political decision made seven decades ago created the trade order. A fleeting demographic moment created the capital richness. Both have nearly run their course. Very soon we will bid finance as we know it goodbye, and the world will be much poorer for it. A few locations, however, will find the wreckage easier to struggle through than others. For those lucky few, the world will be their oyster.
Supersize Me: The Future of Global Energy
The global energy sector is as complicated and opaque as it is omnipresent and essential, and it has adapted to not simply the changes in the global economic system, but the global political system. Countries that were weak to nonexistent in ages past now are major players in global energy markets, both as producers and consumers. The system that has allowed this evolution now is under fire, and soon the stability that has enabled the energy sector to create its global webwork will end. What will follow will be a world both more chaotic and poorer, one in which the process of finding, producing, transporting and refining energy will simply be beyond the military and financial capacity of most players. Only the largest, smartest and richest entities will be able to maintain – much less expand – their networks. Far from its final days, the era of the supermajor has not yet begun.
What Every Financial Professional Should Know About Geopolitics
Geopolitics is the study of how place impacts people — whether that impact be cultural, military, economic, political…or financial. Everything from how banks lend to how stocks are traded is heavily colored by where one lives, and understanding the unspoken — and often unacknowledged — rules of the game can prove critical to financial success. Zeihan explains how geography impacts the various regions differently, how this elevates some sectors while enervating others, and what sort of surprises — both good and bad — are about to burst onto the stage.
The End of the World…and Other Opportunities
Conflicts Russian, Middle Eastern and Asian are about to trigger the greatest energy crisis in history. Dozens of countries are slipping into deflationary spirals from which there is little hope of escape. And America’s swerving into demagogic populism will unhinge its entire alliance network. The world as we know it is in its final days. Find out how and why it all came to be, how and why it is all falling apart. But most of all find out how the world’s end heralds the greatest expansion in American power and security in the history of the Republic.
No Assembly Required: The Future of Global Manufacturing
The world of manufacturing is an endlessly specialized venture, with most manufacturers sourcing components from scores of facilities across a dozen or more countries. But what if the ability to sail components from site to site became compromised? What if capital availability proves insufficient to update industrial bases as technology evolves? What if intermediate and end markets become less desirable – or less accessible? All that and more is about to happen, which signals the end of manufacturing as we know it. The successful manufacturers of the future will be those who can command access to raw materials, capital, labor and markets – all in the same location.
A World Without China
Three pillars support modern China’s success: global trade, internal political unity, and easy money. With those three pillars, China has managed to shake 2000 years of war and occupation and remake itself as one of the world’s most powerful countries. Yet none of these three pillars can stand without American assistance, and that cooperation is ending. China’s “inevitable” rise isn’t simply over, it is about to go into screeching, unrelenting, dismembering reverse. But that’s hardly the end of history. When a country falls — particularly the world’s top manufacturing power — the ripples affect countries and industries near and far. Learn who benefits and who loses in a world without China.
About Peter Zeihan:
Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert.
Zeihan’s worldview marries the realities of geography and populations to a deep understanding of how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.
In his career, Zeihan has ranged from working for the US State Department in Australia, to the DC think tank community, to helping develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Mr. Zeihan founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military.
His freshman book, The Accidental Superpower, forecasts the coming collapse of the global order. It debuted in 2014.
His newest project, The Absent Superpower, published in December 2016. It highlights what comes next.