Episode

Iran War Winners and Losers: North American Energy || Peter Zeihan

Podcast
The Peter Zeihan Podcast Series
Published
Apr 24, 2026
Duration seconds
519
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https://content.rss.com/episodes/180325/2744083/zeihan/2026_04_17_17_44_01_809cfa15-0a97-4d98-84e6-9bfdf1c37196.mp3
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Summary

As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/489rNHd