| Released on Patreon on Dec 23, 2025 |
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| Need a gift this holiday season? Purchase a membership to Peter Zeihan’s Patreon page for someone who needs it… |
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| Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse.
With mounting pressure from US seizures, Ukrainian drone attacks, and European interdictions, the roughly 1,000-tanker-strong shadow fleet is in the crosshairs of…everybody. As ships are confiscated, disabled, or destroyed, the numbers stop making sense for captains to run the risk.
This could trigger a severe tanker shortage, driving oil prices up, and making it harder for sanctioned countries to export. We’re not just looking at an immediate price spike; this will be a prolonged oil shock impacting everything from transport to production. |
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| We appreciate the interest and engagement from our followers, but with Peter’s travel schedule and sheer volume of requests, we are unable to answer non-business-related questions via e-mail. Use the “Ask Peter” button below to submit questions regarding video topics, ideas, and burning questions. |
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