That was a long walk. All the way from Chicago to the mountains of Colorado.

Much of this is starting to sound familiar. Part of the reason that Japan started the war in the Pacific theatre was a fear of oil shortages. Back in Germany, they were converting coal into synthetic fuel to resolve their oil constraints.

Zeihan, I realize there is a lead time in posting your GeoStrategic vids, but we really need an update on the current Iran/Pakistani conflict.Thanks.Stay safe and always look forward to your briefings.🇺🇲👍

I'm living here in China and I remember when China started buddying up to the Taliban. I asked some people here about it and most don't even know what the Taliban is! 🤦‍♂

I live in rural Missouri and I want to thank you for your videos, by watching them I feel I understand world events much better, and I think that's important thank you.

I like how he teleports from Chicago to what I'm assuming is the rockies within the same video. He's magical!

They may have fixed it by now but one of the things that came back to bite china when they banned australian coal was that a lot of the Chinese powerplants were designed for the much cleaner "better" australian coal. When they tried running those plants on the dirty low grade chinese coal it just clogged up the pipes basically. So... Just having the coal wont necessarily save them

"Taliban Taliban Does whatever a Tali can."

When china boycotted Australia's coal exports, they suffered a lot of brown outs, as their power plants were built to operate with a higher quality of coal like that of Australia's coal so even in that situations they may still suffer at home energy wise via a conflict unless they have magically modified their power plants across the coubtry in 18months. Which is extremely unlilely

The availability of domestic coal is actually one of the reasons why they are pushing so hard on electric cars

Two other enormous petroleum sources USA had access to prior to achieving energy independence were Mexico and Canada, and it doesn’t get much easier or closer than that

This looks like it was recorded in the Summer? Right now Chicago is minus 20 and has a couple feet of snow!

So If I'm understanding this correctly, the Chinese WILL face huge problems sourcing crude products for industrial usage, but assuming they're willing to put up with horrible air quality will at least have their lights on.

China have energy issue? Really? Ain't Russia is diverting it oil & gas from EU to China? foreign owned factory/businesses in China are closing and relocating to India/Vietnam/Mexico/etc. China economy are collapsing & shrinking. Why China still need more energy?

My feeling is that Peter's updates are vital. They are the best thing on KZfaq and the internet. I can't think of anybody in second place.

As always, an insightful analysis punctuated with humour.

I worked for a Company that ships a lot of US coal to China. I watch trains daily headed to the coast to be shipped to China. But, the regime has pulled any future permits for the coal mines. Our local power plant still runs on low grade coal and will for many years due to stock piles of the "low grade" coal.

Chicago hasn't looked like this in weeks..

Chicago in January - no snow, walking the lakefront w/ a casual jacket, no lake ice… must have been filmed in early fall?

A nice addition to Peter's ongoing KZfaq video work....I was a little disappointed at first, but then he finished it off with another great hat. These videos are not the same without a great hat....the Roman Century one still rules!

Happy Birthday Peter 🎁😊

It's going to be interesting to see which China values more. Its relationship with the Taliban which fuels their thirst for raw materials. or Its relationship with Pakistan which provides a geopolitical foothold in the Middle East and offsets the Indians. With the Taliban attacking Pakistan and now Pakistan & Iran trading blows China may not be able to just sit on the sidelines like it's done for the past century, it may actually have to pick a side and stand by it.

Your channel is excellent. Insightful analysis and you keep it nice and concise. Any of these videos could easily be 20+ minutes but you keep them easy to digest.

I just got to this part in your book! It’s crazy that I can see it happening in the real world.

This was filmed before New Years.

Best way to start your day, with geostrateguy in your cup!

Excellent business model 😂. 5% that's it. Lmao

I love how Peter Zeihan keeps teleporting

I believe China is also continuing to invest in nuclear power. To them, nuclear waste is something you can probably force on poor rural villages to care for.

China had rolling blackouts when they banned Australian coal so I am not sure they do have enough coal to sustain themselves.

You’ve been fire these last few weeks Peter, thank you!

Must have been recorded in the fall, it was about 24 degrees yesterday in the Windy City.

You somehow missed resource rich Central Asia and Russia. Especially russians how would willingly try to meet the gap China has. Do not underestimate energy resources that Central Asia have.

Doesn't China also have the largest shale reserve of any country? Why haven't they scaled up production of their domestic shale?

I love your walk in the mountains . How beautiful 😊

Going for a walk in Chicago in the fall.

*Gangsta Zeihan video as usual 🔥*

thanks Peter can china not get what energy they need from Russia?

Thank you!

Zeihan is the Jim Cramer of geopolitics.

Please talk about the Iran and Pakistan air strikes, my 2024 bingo card needs updating because this was nowhere on my radar.

Chinese coal doesn't burn very hot. You should have mentioned that bit.

Coal liquification for liquid fuels. Solar and wind now, nuclear later for home-grown power.

My favorite. Peter Zion ladies and gentlemen.

China has 21 nuclear reactors under construction which will have a capacity for generating 21.61 gigawatts of electricity, according to the International Atomic Energy Agency. That is more than two and a half times more nuclear reactors under construction than any other country

Wasn't their "Belt and Road" scam supposed to help them with this?

This was very informative and makes sense

Thanks for the concise, straightforward information.

Those retaliatory tariffs they imposed of us (Australia). Really came back to bite them. When they stopped buying so much of our coal for a time. But I think they are slowly coming back to buying what they used to. Now they've back down somewhat.

Brown coal is one reason why China likes EVs and is pushing their deployment at home.

Peter’s sunglasses game is next level

Thanks!

I would disagree... China buys tons of oil and gas for cheap from ruzzia... and ruzzia is very dependant on China for imports

I've heard the Chinese food is really good in China.

Interesting video.

Apparently, they have trouble getting rocket fuel too!

I always had the impression that coal is what supplied their energy grid but was surprised to find they are a huge producer of electric cars. Are these for foreign export or because they are modernizing?

Chinese naval strategy may be based not on defeating/replacing the US Navy but in protecting its trade in a world where the US Navy isn’t doing it for them. If so, it is sort of copying US strategy where we don’t plan on escorting transport vessels as much as using our carriers to f$&k up anybody that messes with our transportation system. Unless China picks a fight with India, Japan or another power, those countries aren’t likely to attack Chinese ships both naval and commercial even if they don’t particularly care about protecting them.

Bravo Peter, well said about the Chinese being "different." Pure gold from 1:25 to about 1:55.

Wow thanks for the video. Great topic. Subbed

Love you Peter ❤

The energy issues China has are IMO also one driving reason behind their effort to basically trying out every kind of proposed nuclear reactor type to see what works. Not that I don't wish them the best of luck in trying to get a thorium molten salt reactor to work, I really hope that they do manage that.

Germany in WWII converted Coal to liquid fuel. And Coal gas or wood gas is easily produced just add heat and eliminate oxygen. This has been done on the go to power vehicles.

Given that Russia is more than more dependent on China economically speaking wouldn’t they get better access to their oil?

The problem with dealing with any Taliban is also that they are tribal, so the moment someone’s cousin gets killed in a local land dispute their cousins are going to want revenge so they will strike at the local pipeline network to hit back. So even if you have a “great deal” with all the regional Taliban commanders for security of the routes, you would still be at the mercy of an extremely yokel mountain folk and their sense of pride to not completely disrupt several billions in infrastructure. I’m also pretty sure most of the infrastructure corredor will also be managed by the pakistaníes which are extremely corrupt and will most like not pay the right Taliban commanders all the money they were promised.

5:45 Canada builds mountain pipelines, the Trans-Mountain pipe was just built in the last few years.

Please do a video on chicago and the Midwest in general

Now I understand why China is pushing forward quicker than almost anyone else electrification for transport. They are working the problem, as well as having ample supplies of raw materials for that undertaking.

They'll have all the energy they need when they develop the Russian Far East.

NO SNOW THERE?? HOW OLD IS THIS VIDEO? IT SHOWS 39 MIN AGO?....NO WAY!

Enjoyed the humor in this presentation. :)

👀🇺🇸✌️

With those glasses and jacket, pretty sure that's Peter Zeihan coming to you from the FUTURE!

Blockading the Malacca Straight would greatly reduce China’s timely delivery of oil and they know that

Good video as usual. Question, though - this was published on 01/18/2024...when was it recorded? I live in Chicago and it's been snow sloppy n no sun for weeks. That said, carry on.

Happy 51st Birthday Peter Zeihan!

No need to worry about energy problems in China. Peter needs to spend time to worry about America's energy problems.

"Oh, one more thing" (pops out in a completely different season). "And i forgot to add" (is now deep underwater). "And a final addendum" (is filming while standing on the Moon).

What part of Chicago are you walking in....where's the snow and...the hawk

Man. You really are a mover. And a goer. Of many places.

No bad leg , no cold or cough, not feeling well. Good for you .

Lethality. I like that word

Oman got a mention! Woooooop!

감사합니다.

Peter does Chicago! Snazzy!🤣

Meanwhile China is heavily subsidizing their domestic EV industry.

When was this filmed? It has been blow zero and there is snow on the ground this week. Strange.

Shorts in Chicago, LOL

I met ABB engineers in China in the late 90’s/early 2000’s building nuclear plants, but I assume local management capacity has degraded and 5% nuclear just won’t cut it for their needs.

Isn't China also building many nuclear power plants? Line 20+ of them? Won't 20 additional nuclear power plants also tilt the scales in their favour quite a bit, energy-wise?

Thank you

The US still has to import lots of crude, as the type of oil we produce is not what we need to efficiently meet the US demand mix of refined products. That's why we're exporting sweet light and importing heavy sour.

I was fully expecting China to get oil and gas from Russia. Probably by rail, but I suppose it could be shipped from Eastern Russia.

And the bottom line, expecting the Chinese to go along with reducing carbon emissions is laughable. We're over here sacrificing our quality of life and they're undoing everything.

Peter lookin fly 👐👐👐

That's not the mountains...

Peter, can you do some commentary on water, and water related issues?

Mr. Zeihan, have you read the book: The world in 2050 by Hamish McRae , if so where would you say both of your views converge and where do they differ ? Thank you.

Thank you 🙏

Hear me out... Zeihan brand sunglasses! 😂