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Description
Extraordinary times call for extraordinary experts. In each episode of the Energy Vista podcast, Leslie Palti-Guzman chats with energy experts from all around the world.
What is the goal? Making Experts Great Again and exploring ways to contribute more actively to the public debate and policymaking around the geopolitics of energy & trade, a topic Leslie is deeply passionate about and have considerable expertise in.
* We will delve into some timely and news-driven energy issues
* We will ask tough questions
* We will hear their professional/personal trajectories and advice for all of us
© Energy Vista LLC / Leslie Palti-Guzman. All rights reserved. Unauthorized reproduction, redistribution, or AI-training use prohibited.
16 Episodes
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In 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: tightening sanctions, Ukrainian strikes on refineries, India's shifting buying pattern, and a war economy under strain.
🔥 #Europe: energy security, deindustrialization pressures, and whether a future ceasefire could tempt buyers back to Russian gas.
🔥 #Iran & the Middle East: rebuilt missile sites, proxy dynamics, Red Sea shipping risk, and the new U.S.–Saudi security guarantees.
Ed also reflects on four decades of forecasting #commodities, and why the real insight comes from identifying discontinuities. A rich conversation at the intersection of energy, geopolitics, and strategy.
🎧 Listen on Youtube, Apple and Spotify
#EnergyVista #OilMarkets #Geopolitics #EnergySecurity #Commodities #LNG #TradeFlows #Gas #Security #OilPrices #WTI #Brent #TTF
Leslie's Substack: https://substack.com/@lesliepaltiguzman?
In 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
🤝 How a company like Hanwha is helping bridge U.S.–South Korea industrial cooperation
🧱 What infrastructure, financing, and workforce education are needed to truly scale up
📜 The SHIPS for America Act and recent executive orders on shipbuilding
🌍 Why maritime dominance is not just about ships but also about alliances and standards
🎧 Available now on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more, read Leslie Palti-Guzman's publications on this topic:
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 Qatar's LNG expansion fits into its soft power strategy
* The current LNG market demand/supply balance with the upper end to the buyers
* Why the US exports cannot be centrally coordinated like Qatar's
* The role of shipping disruptions (e.g. Red Sea, Panama Canal) in shaping trade flows
* Europe's place in the US-Qatar equation
* What this all means for buyers navigating an increasingly geopolitical gas market
🎧 Tune in for an episode rich with insight on market dynamics, export strategy, and the energy diplomacy shaping LNG's next decade.
This episode was recorded on October 31, 2025 and is available on Apple, Spotify and Youtube.
In 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 compete in some jurisdictions
* SMRs (Small Modular Reactors): innovation vs. proliferation and security risks
* Is there now a "transatlantic" nuclear strategy in the making?
📍 A sharp conversation on how nuclear policy reflects Europe's deeper struggle with reindustrialization, decarbonization, and global power politics.
🎙️ Recorded in French, available on Spotify, Apple Podcasts, YouTube, and all major platforms.
Leslie 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 episode for those tracking energy demand, gas trading trends, geoeconomics rivalry, and China's influence over global flows.
📲 Listen now on Spotify, Apple Podcasts, YouTube, and all major platforms.
🔎 Search: "Energy Vista by Leslie Palti-Guzman"
#EnergyVista
#China
#Geopolitics
#EnergySecurity
#TradeWars
#LNG
#NaturalGas
#AIinEnergy
#USChinaRelations
#EnergyTransition
#GlobalEnergyMarkets
In 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, nuclear, and transmission at staggering speed while doubling down on coal and other fossil fuels.
* What all this means for energy security, climate policy, and industrial strategy.
🎙️ Recorded in New York just after UNGA & Climate Week.
📲 Available now on Spotify, Apple Podcasts, and YouTube.
#EnergyVista #LNG #EnergyTransition #ClimatePolicy #Trade #Geopolitics #Europe #USA #China #energypolicy #gas #LNG #datacenters #electricity #nuclear #Transatlantic #Russia #Ukraine #renewable
As 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 China
Also we deep-dive on NATO's deterrence strategies, and the economic upside of defense-industrial innovation.
Available on Spotify, Apple Podcasts, YouTube, and all major podcast platforms.
This episode was recorded on July 10, 2025
In 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
In 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, resolution
This is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf
In 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's Strategy – With the EU aiming to eliminate Russian gas imports by 2027, the episode examines whether this is feasible.
They also touch on the personal side of careers in energy, discussing how to maintain work-life balance while navigating demanding travels and international roles.
This episode was recorded on May 28, 2025 (10:30 am in New York, 16h30 in Paris)
A 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 is racing to secure #rareearth supply chains
🔹 The promise and pitfalls of new #mining technologies and financing
🔹 Strategic #partnerships with allies—and why not every deposit is worth chasing
🔹 The challenges of reshoring vs. diversifying mineral supply
Recorded on May 8, 2025—Victory Day's 80th anniversary, the episode opens with a reflection on the critical role minerals have played in #wartime—and why they matter more than ever in today's #geoeconomics competition.
In 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.
In 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 conversation also covers the future of US LNG exports, European trust in suppliers like Russia the US and Qatar, and how supply diversification, biomethane, and renewables are reshaping the continent's energy resilience.
In 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?
Tarek also reflects on his career path, from investment banking to working alongside his father, LNG pioneer Charif Souki, and shares insights on navigating family business dynamics.
In 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 enriched fuel independence-- notably from Russia-- Europe's shifting stance—is Germany rethinking its nuclear exit?—and China's aggressive reactor expansion. Plus, Phil shares insights from nearly two decades of reporting on nuclear energy. Tune in for a deep dive into one of the most debated energy sources of the future.
"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-Guzman
In 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 and stresses that Europe must not revert to Russian energy dependence, despite economic pressures. The conversation also covers NATO's role in critical infrastructure protection and transatlantic cooperation for energy resilience. At a personal level, Leslie shares her journey post-acquisition of GasVista and Leviaton, while Ben updates on his role at the University of Pennsylvania. Also, Ben shares his information regimen to remain on top of his research and analysis.
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Nice to hear a conversation about energy that acknowledges the complexities of the times we're and forging ahead non the less. Wonderful guest and brilliant host.