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Peter Zeihan: A Break for Ukraine

Thought Leader: Peter Zeihan
October 11, 2025

President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.

Let’s zoom out first. For decades, US presidents would avoid actions that could spike global energy prices. Well, that held true through Trump’s first term and until Biden left office, but Trump 2 has shaken things up.

The erratic policy implemented by the Trump administration has been hard to follow, but the Russians have gotten more favorable treatment so far.

Things now seem to be shifting. Trump realized that Putin had been playing him this whole time, so Trump may finally be switching up policy. Couple this pivot with Ukraine’s recent strikes on Russian energy infrastructure and we could see Russian oil exports crippled very soon. This means Russia’s main source of funding for the war would quickly dry up. Places like China and Iran will have to decide if they want to bankroll Moscow without any incentives…

Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. He combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future.

Peter is also a New York Times best-selling author whose first three books — The Accidental Superpower, The Absent Superpower and Disunited Nations — have been recommended by Mitt Romney, Fareed Zakaria, and Ian Bremmer. Peter’s fourth book, The End of the World is Just the Beginning: Mapping the Collapse of Globalization, was published in June 2022 and was a New York Times bestseller.

With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. Contact WWSG to host Peter Zeihan.

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