I think of Peter Zeihan commentary as having two parts. The first part is where he takes a current event and contextualizes it with a bunch about the geography

I think of Peter Zeihan commentary as having two parts. The first part is where he takes a current event and contextualizes it with a bunch about the geography, demography and supply chain stuff, or maybe some history. I'd say he has an overall pretty high level of quality here, helped along by the fact that everyone's geography and demography is usually pretty stable from week to week. In the second part, he takes everything from the first part and fits it into his career-long public storytelling project, where he's writing a thriller novel out loud 5 minutes at a time, set in the near future where Eurasia is now Mad Max except without all the gas, and pirates rule the seas. I happen to love Mad Max AND pirates, so I have fun, but I don't take it as seriously as the first part.