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Peter Zeihan on Energy Chokepoints and Global Risk

Thought Leader: Peter Zeihan
December 9, 2025
Source: Zeihan on Geopolitics

Over the weekend, Ukraine expanded its attacks on Russian energy infrastructure to include facilities tied to the Caspian Pipeline Consortium (CPC), as well as the shadow fleet of tankers that Russia uses to bypass Western sanctions. All told, roughly 2.5 million barrels a day of Russian and Kazakh oil exports are now in mortal danger.

The Baltic Sea is the next-best route for the shadow fleet, and if any European powers decide to help Ukraine…that could be shut down quickly as well. That would leave the Pacific (out of Vladivostok) as the only viable route for the shadow fleet.

Sure, the world is currently in an oil oversupply, but if both the Black AND Baltic routes went down, the global system would be pushed to the limit.

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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