The US Navy just seized a shadow fleet tanker that managed to slip past the naval quarantine around Venezuela.
The tanker reflagged as Russian while underway, and Moscow demanded that the US leave it alone…well, that didn’t happen. By seizing this ship, the US has effectively signaled the end of the shadow fleet. It’s hunting season, and everyone will be huntin’ tankers.
The cascading effects of a stalled shadow fleet will disrupt nearly 5 million barrels of oil per day, reshape global energy markets, weaken Russia’s war effort in Ukraine, pressure Iran, and accelerate Venezuela’s energy collapse. Talk about a Hump Day!
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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