Shows
Energy VistaA Chat With Leslie on the US National Security Strategy, Energy, and Transatlantic "Tough Love"In this episode of the Energy Vista podcast, Leslie Palti-Guzman is joined by David Goldwyn, President of Goldwyn Global Strategy and former US State Department Special Envoy and Coordinator for International Energy Affairs, to unpack the newly released US National Security Strategy and what it signals for energy, geopolitics, and the transatlantic alliance.This is genuine, lively debate over their respective takeaways from the strategy. Together, Leslie and David explore and debate: How the National Security Strategy was crafted and why it marks a departure from previous US grand strategy documents The elevation of en...
2025-12-1551 min
Energy VistaLeslie Chats with Thierry Bros on Europe's Energy Crossroads, Russian Gas, and Transatlantic RelationsIn this wide-ranging and deeply analytical conversation, Leslie Palti-Guzman welcomes back Thierry Bros, professor at Sciences Po and seasoned energy expert, to unpack one of Europe’s most pressing strategic questions: Is the exclusion of Russian gas from Europe irreversible or could a return be inevitable after a Ukraine peace agreement?Topics include: The EU’s attempt to ban Russian gas by 2027 and its implementation Europe’s industrial decline and Germany’s structural need for cheap energy Fears of a new dependency on U.S. LNG: Real Risk or Exaggeration? The political feasibility of re-introducing Russian molecules...
2025-12-0852 min
Energy VistaLeslie Chats with Ed Morse on Oil Market Fragmentation and Geopolitical Hotspots, from Venezuela to Russia and IranIn this episode, Leslie Palti-Guzman exchanges with Ed Morse, one of the world’s most respected voices in global oil markets, for a rapid strategic tour of today’s biggest geopolitical flashpoints and how they’re reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover: 🔥 #Venezuela: U.S. naval deployments, strikes at sea, and what Washington’s real endgame is for Maduro. 🔥 #Russia...
2025-11-2346 min
Energy VistaLeslie Chats with Ryan Lynch on Reviving U.S. Maritime Power: Industry, Security and ChinaIn this special episode of Energy Vista, we dive deep into the future of U.S. maritime power, shipbuilding, and the role of key industrial allies like South Korea. Leslie Palti-Guzman is joined by Ryan Lynch, CEO of Hanwha Ocean’s American unit, to discuss the challenges and opportunities surrounding the rebirth of American shipping and shipbuilding.The conversation comes at a critical juncture—amid rising geoeconomic competition with China and renewed interest in strategic industrial capabilities.Key Themes:🚢 Why a strong U.S. shipbuilding base is critical for national security and energy resilience🤝 Ho...
2025-11-0847 min
Energy VistaLeslie Chats with Ira Joseph on Qatar and the US: Collusion or Collision in the LNG Market?In this episode of Energy Vista, Leslie Palti-Guzman sits down with global #gas and #power expert Ira Joseph to discuss Qatar's #LNG strategy and relations between the world’s two top exporters: the United States and Qatar.Leslie opens the conversation with a provocative framing: are we heading toward a Yalta-style collusion between Washington and Doha—where each claims its sphere of influence (Qatar in Asia, US in the Atlantic)? Or are we on the brink of a collision—a full-blown market share war in an oversupplied LNG world?Together, Leslie and Ira unpack: How Qa...
2025-11-0137 min
Energy VistaLeslie Chats with Cecile Maisonneuve on Europe, Nuclear & the New Geopolitics of ElectricityIn this new episode of the Energy Vista podcast, host Leslie Palti-Guzman sits down with Cécile Maisonneuve to explore the reenergized role of #nuclear power in #Europe—and what it reveals about broader shifts in #energy, #sovereignty, and #industrial strategy.Together, they unpack: Why nuclear energy is back in vogue in Europe after years of political pushback The role of nuclear in France’s industrial and #digital future—including energy for #AI and #data centers How #Russia is using nuclear exports as a geopolitical tool, from financing to reactor deployment Why nuclear and natural #gas could c...
2025-10-2639 min
Energy VistaLeslie Chats with Michal Meidan on China's Energy Strategy, Geopolitics of Gas and Trade WarsLeslie Palti-Guzman speaks with Michal Meidan, Head of Gas Research at the Oxford Institute for Energy Studies. Together, they explore: 🇨🇳 China’s evolving role in the global #gas market: What kind of #LNG buyer is China becoming? How is it reshaping contract terms, #trading flows, and pricing power? 🔁 Resale of LNG cargoes: China’s flexible contracts and resale behavior are turning it into a potential swing supplier. 🤝 Washington-Beijing trade tensions: How LNG, technology and sanctions fit into broader trade and industrial competition. 📉 The future of Russian gas in China: the future of the #PowerofSiberia2 pipeline, leverage or bluff?A must-listen epi...
2025-10-2037 min
Energy VistaLeslie Chats with Marc Antoine Eyl-Mazzega on US Energy Dominance and What it Means for EuropeIn this new episode of Energy Vista, Leslie Palti-Guzman speaks with Marc-Antoine Eyl-Mazzega, Director at IFRI, who brings a European lens on U.S. energy policies. Together, they unpack Trump’s “energy dominance” agenda and its ripple effects across the Atlantic.Key themes include: The U.S. as an unapologetic energy superpower betting on gas, coal, nuclear, and next-gen tech to fuel its AI-driven future. The transatlantic trade discussions over methane regulations, tariffs, and climate ambitions. Europe’s scramble to replace Russian gas and the enduring role of U.S. supplies. China’s rapid pivot to renewables...
2025-10-0143 min
Energy VistaLeslie Chats with Benedetta Berti on NATO, Hybrid Warfare, Infrastructure Risks, and Energy SecurityAs energy infrastructure becomes a battlefield for hybrid threats, NATO is rethinking how to defend its member states beyond traditional warfare. In this special episode, Leslie Palti-Guzman speaks with Dr. Benedetta Berti, Director of Policy Planning at NATO’s Office of the Secretary General.Together, they explore: Why energy security is central to NATO’s collective defense The growing threat of sabotage, cyberattacks, and underwater cable disruption Strategic vulnerabilities in energy grids, shipping routes, and military fuel logistics NATO’s evolving stance on hybrid warfare and systemic challenges posed by ChinaAlso we deep-dive on NATO’s...
2025-07-1630 min
Energy VistaLeslie Chats with Gina Cohen on Israel, Iran, Energy Resilience & DisruptionsIn this emergency wartime episode of Energy Vista, Leslie Palti-Guzman speaks with Israeli #gas analyst and lecturer Gina Cohen as #Israel enters its seventh day of Operation Rising Lion against #Iran. They examine how a widening conflict is reshaping East Mediterranean #energy dynamics in real time.This episode delivers frontline insight into how the ongoing war reshapes trade flows, hit infrastructure, diversify energy routes and power mix, and impact regional cooperation.#Egypt #Iran #maritime #shipping #chockpoints #Qatar #LNG #oil #commodities #natgas #FSRU #EnergyVista
2025-06-1928 min
Energy VistaLeslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy DisruptionsIn this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.Key themes include: The strategic shift since October 7 and Israel’s methodical dismantling of Iran’s proxy network and Iran's #nuclear program #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping The United States positioning and its implications for escalation, deterrence, resolutionThis is a must-listen for anyone track...
2025-06-1848 min
Energy VistaLeslie Chats with Anne-Sophie Corbeau on China's LNG Pivot, Transatlantic Tensions, and the Future of Russian Gas in EuropeIn this French-language episode, host Leslie Palti-Guzman welcomes Anne-Sophie Corbeau, Global Research Scholar at Columbia University’s Center on Global Energy Policy, for a wide-ranging conversation on the evolving market dynamics and geopolitics of gas in 2025.Together, they explore three major themes:🔹 China – Anne-Sophie shares her insights from a recent trip to China, where LNG appears to be losing ground.🔹 US-Europe LNG Relations – The conversation examines growing European anxiety over the reliability of gas suppliers. While Russia is now considered unreliable, US LNG is also facing scrutiny amid trade tensions.🔹 Russian Gas and Europe...
2025-05-3158 min
Energy VistaLeslie Chats With David Abraham on The Rare Metal Age, its Financing and Making it a US PriorityA decade after warning about rare earth dependencies, David Abraham joins Leslie Palti-Guzman to unpack why #minerals now shape global power, how the US is racing to catch up, and what it’ll take to finance a resilient #supplychain.David Abraham, is the author of The Elements of Power and a leading voice on the intersection of natural resources and #geopolitics. David warned about the strategic risks of overreliance on foreign minerals and #China’s dominance—warnings that have now become front-page news.Together, they explore:🔹 How minerals shape military and economic power🔹 Why the US i...
2025-05-0846 min
Energy VistaLeslie Chats with Nicola de Blasio on Blockchain and Energy Systems, Trading & HydrogenIn this episode of Energy Vista, Leslie Palti-Guzman speaks with Nicola De Blasio, Senior Fellow at Harvard’s Belfer Center, about the transformative potential of #blockchain #technology in #energy systems. They explore how blockchain can improve energy #trading, certify low-carbon commodities like #hydrogen, and enable #decentralized energy access. Nicola also discusses the challenges to adoption — from regulation to misconceptions — and why collaboration across industry, government, and innovators is key to unlocking blockchain’s promise. Education is also critical for adoption of this new technology.Recorded on April 25, 2025.
2025-04-2833 min
Energy VistaLeslie Chats with Didier Holleaux on Nord Stream Explosions, Future of Russian Gas in EuropeIn this French-language episode of Energy Vista, Leslie Palti-Guzman speaks with Didier Holleaux, Executive Vice President at Engie and author of La vraie histoire du gaz, to explore Europe's evolving energy landscape in the wake of Russia’s war in Ukraine.They discuss Europe’s reduced reliance on Russian gas, high gas prices, and continued market vulnerability. Didier explains why the crisis is far from over, unpacks the geopolitical and commercial stakes of LNG and pipeline flows, and offers insights on the Nord Stream sabotage — with a clear view on who had the most to gain.The...
2025-03-2845 min
Energy VistaLeslie Chats with Tarek Souki on US LNG Financing , Global Trade and Family Business DynamicsIn this Energy Vista episode, Leslie Palti-Guzman sits down with Tarek Souki, an energy executive with deep experience in the U.S. LNG industry through his roles at Cheniere Energy and Tellurian. Together, they unpack the challenges of financing LNG projects, and whether America can maintain its competitive edge in the global LNG race.How do financing hurdles, long-term contracts, and regulatory uncertainty shape the future of US LNG? What role do geopolitics and trade tensions play in securing buyers? And is Venture Global a true market disruptor or a company testing the limits of the system?
2025-03-1346 min
Energy VistaLeslie Chats with Philippe Chaffee on the Global Nuclear Energy Revival, Supply Chains and Policy DriversIn this episode of Energy Vista, Leslie Palti-Guzman speaks with Phil Chaffee, editor of Nuclear Intelligence Weekly at Energy Intelligence, about the global nuclear energy revival, its geopolitical supply chain challenges, and policy drivers shaping the industry. Is nuclear energy finally making a comeback, or are we still in a phase of big plans with little execution? How are AI-driven energy demand, climate policies, and energy security concerns shaping this revival? What role does gas play as a bridge fuel, and could nuclear truly compete in the long term? They also dive into the U.S. push for nuclear...
2025-03-0633 min
Energy VistaLeslie Chats with Benjamin Schmitt on Europe's energy security, Russia and Hybrid Warfare"Europe cannot go back to business as usual with Putin’s Kremlin. The era of Russian energy dominance in Europe should be over for good." – Dr. Benjamin Schmitt"Europe is undergoing a shock therapy administered by Washington—a tough wake-up call for the transatlantic relationship." – Leslie Palti-GuzmanIn this Energy Vista podcast episode, Leslie Palti-Guzman welcomes Dr. Benjamin Schmitt to discuss Europe's energy security amid geopolitical upheaval. They discuss Europe's energy diversification, Russia’s energy weaponization, and the risks of hybrid warfare, including recent undersea cable attacks suspected to involve Russia. Who blew up Nord Stream pipes? Ben answers...
2025-02-2651 min