Uncategorized

America’s Leg Up on Petrochemicals

By on • ( Leave a comment )

Petrochemicals
Released on Patreon on Apr 23, 2025
ATTENTION: Peter Zeihan’s Free Newsletter is moving to Patreon. You should have received an email on April 27 with info on how to set up your account. If you did not receive an email from Patreon, you can use the link below to set up your account.

PLEASE NOTE: You have until MAY 1st to join Patreon to ensure your subscription stays active.
JOIN PETER ZEIHAN’S PATREON
The Iran War has caused a massive disruption in global petrochemical production. Since most of the world relies on oil-derived naptha, the ~12 million barrels/day shortage is taking a toll.

Many countries in Asia and Europe are beginning to feel the pressure, but the U.S. has a leg up on everyone else. Thanks to the shale revolution, America’s cheap and abundant natural gas is used to produce its petrochemicals. This has enabled the U.S. to avoid shortages and become a dominant global supplier of key petrochemical inputs.

Nearly every industry, from plastics to fertilizers, is impacted by these materials. So, the global industrial landscape is getting shaken up once again.

⎯⎯⎯

Reminder: As a thank you for all of your support, we have decided to do a Bonus Live Q&A on April 30 that will be available to all of our paying members! That’s right, both the Daily Reader Tier ($5/month) and Analyst Tier ($15/month) will be able to submit questions, tune in live, and grill Peter!

Please click below to watch today’s video
Video Link: https://youtu.be/RI3s3DUFaEk

Want to read an old newsletter?
Want to re-read an article or share it with a friend?
VISIT THE ARCHIVES

Want Peter to speak at your next event?
Click below to submit a speaking inquiry
BOOK PETER
The buttons below will direct you to our purchase pages where you can both find out a bit more about each book, as well as select purchase options ranging from e-services to your local bookstore.
THE ACCIDENTAL SUPERPOWER: TEN YEARS ON
THE END OF THE WORLD IS JUST THE BEGINNING
DISUNITED NATIONS
THE ABSENT SUPERPOWER

Ask Peter
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.
ASK PETER HERE

Previous Webinars
The buttons below will direct you to our purchase page, where you can purchase previous presentations and webinars that Peter has given
PURCHASE THE PREVIOUS WEBINARS
Copyright (C) 2026 Zeihan on Geopolitics. All rights reserved.
You signed up at one of Peter’s speaking engagements or through his website.

Our mailing address is:
Zeihan on Geopolitics 7401 W. Slaughter Lane PO Box #5088 Austin, TX 78739 USA

Want to change how you receive these emails?

You can update your preferences or unsubscribe

View in browser

Categories: Uncategorized

Leave a Reply