He has predicted financial doom for China for over a decade. He does correctly identify things like demographic challenges which in some cases can cause a -1% drag on GDP growth for a country. However, he broadly assumes that no national policies or innovation by companies can overcome challenges.

His latest two predictions are that the EV revolution will fail and there will be high global inflation (9-15% per year) for five years.

Zeihan is predicting that copper supply shortages will prevent a transition to electric vehicles.