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| Released on Patreon on Apr 23, 2025 |
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| 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. |
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| 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.
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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! |
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