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Peter Zeihan

Global Energy, Demographic & Security Expert

Zeihan’s worldview marries the realities of geography and populations to a deep understanding of how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities.

Austin, Texas, USA

Presentations

The Accidental Superpower: The Coming Hurdles & Opportunities
The world is changing fast. Demographic shifts are turning everything we know about the global economy on its ear, while shale energy is undoing decades of dependencies. The immutable rules of geography are breaking down our longstanding global free trade system. And it is all happening at the same time. What will this new world look like, exactly? With a mix of analysis and wit, Zeihan maps out the future from any number of viewpoints — government, corporate, financial, domestic and foreign — so audiences can make plans for a now more understandable future.

No Assembly Required: The Future of Global Manufacturing
The world of manufacturing is an endlessly specialized venture, with most manufacturers sourcing components from scores of facilities across a dozen or more countries. But what if the ability to sail components from site to site became compromised? What if capital availability proves insufficient to update industrial bases as technology evolves? What if intermediate and end markets become less desirable – or less accessible? All that and more is about to happen, which signals the end of manufacturing as we know it. The successful manufacturers of the future will be those who can command access to raw materials, capital, labor and markets – all in the same location.

Amber Waves of (American) Grain: The Future of Global Agriculture
Modern agricultural patterns are the result of three largely unrelated factors: low-risk global trade, insatiable Asian demand, and unlimited cheap credit. Within the next five years, all three of these trends will not just evaporate, but invert. When that happens, the only thing that will hurt more than the gradual loss of demand will be the sudden collapse of supply. However, none of this impacts the American producer – it therefore will be the United States that will reap the benefits of its productivity and stability for decades to come.

The Alberta Question
As the global system evolves no country is better positioned than Canada. Very soon Canada’s choices will be about how to take advantage of opportunities, rather than how to avoid complications. But in this very silver lining is a very dark cloud. The same evolutions that will allow Canada unprecedented opportunities for wealth and respect also hold the possibility of damaging the Canadian state. This time the dangers do not originate from the United States, but from within Canada itself. And they could very well prove mortal.

Canada: Opportunities First, then Challenges
There are few countries who have been shaped more deeply by their sense of “place” than the Canadians. For the past two centuries the Canadians have been forced to play the role the Americans have allowed for them, and at the end of an era the Canadians stand with a quiet confidence –  having made the very best of a very poor hand. Now a new era is emerging. One in which American power is stronger, but less predictable. Unless, like the Canadians, you happen to understand how the Americans think. Very soon Canada’s choices will be about how to take advantage of opportunities, rather than how to avoid complications. But in this very silver lining is a very dark cloud. The same evolutions that will allow Canada unprecedented opportunities for wealth and respect also hold the possibility of destroying the Canadian state. And this time the dangers do not originate from the United States, but from within Canada itself.

  • He was the top rated presenter on all occasions. Based on his performance and the reception by our members, we have added him to the faculty of our executive development program. He is a dynamic and engaging speaker with a unique perspective and insight into global economics and geopolitical issues.

    - Association of Agricultural Production Executives, The Executive Program for Agricultural Producers
  • Peter’s brilliance is matched with his dynamic, high-energy style. He earned high reviews across the board with our most exclusive signature events for top clients.

    - JP Morgan Asset Management
  • Fabulous. Peter brought a young, energetic approach to a tough subject. One of our top 5 speakers of all time.

    - Society of International Business Fellows
  • The top-rated presenter. We have added Peter to the faculty of our executive development program.

    - Association of Agricultural Production Executives
  • Anyone looking to better understand global geopolitics and its effect on capital markets should have regular de-briefings with Peter.

    - Rimrock Capital
  • We had a great response from our group. They thought Peter was a fabulous speaker and very knowledgeable. He really tailored his presentation to the industry which is something you don’t always get. We honestly could not have been more pleased with the session. - National Potato Council
  • Peter’s delivery was so engaging that all track of time was lost as the group was completely engrossed in the information being presented.

    - Earle M. Jorgensen Company
  • Peter was extremely well received by our clients and associates and held their attention with his brilliant insight into current topics around the world, political, social and geographic. His knowledge of the subject matter and clever wit was both informative and entertaining. We strongly recommend Peter.

    - Raymond James & Associates

Summary Profile

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.

In his career, Zeihan has ranged from working for the US State Department in Australia, to the DC think tank community, to helping develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Mr. Zeihan founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military.

His freshman book, The Accidental Superpower, debuted in 2014. His sophomore project is titled Shale New World.

With a lively non-partisan approach backed by a decade in private intelligence, Zeihan customizes every keynote to show each audience exactly why their world is changing fast — and how they can get ahead of it. Zeihan illustrates how geography redefines global power, how demographics doom the current trade order, and how the shale revolution is triggering international collapses from Russia to Iran to China.

Zeihan’s audiences are a diverse group spanning international manufacturing conglomerates, agricultural associations, Wall Street fi nancial powerhouses, utility concerns and chambers of commerce. Previous clients include Blackstone, KPMG, Bank of Montreal, AICPA, IBM, FedEx, Southern Company, Northrup Grumman, Farm Credit Services, Halliburton, Cisco, Coca Cola Enterprises, Bucher Industries and the Chief Executive Network.