🎙️ New Energy Vista Episode

What happens to global energy markets when the world’s most critical maritime chokepoint shuts down?   

In this new Energy Vista episode, Leslie Palti-Guzman sits down with Kevin Book, Co-Founder and Director of Research at ClearView Energy Partners, to unpack the unfolding war in Iran and its profound implications for oil, LNG trade, and global energy security.  

The conversation comes at a moment when transit through the Strait of Hormuz has halted amid the ongoing joint US and Israeli military operations against Iran and Teheran's retaliations against more than a dozen countries, sending shockwaves across commodity markets and raising the specter of a massive supply disruption.  

• Why the Strait of Hormuz crisis is the biggest single point of failure in the global oil system  • Why prices have not spiked as much as expected despite major supply risks  

• The role of US shale, strategic reserves, and demand resilience  

• China’s vulnerability and options for major importers   

• What this crisis means for future energy security  

This is a conversation at the intersection of war, commodities, shipping, and global energy strategy.  

🎧 Listen now on YouTube https://www.youtube.com/@lesliepalti/podcasts  

🎧 Listen now on Apple Podcasts https://podcasts.apple.com/us/podcast/energy-vista/id1441858833  

🎧 Listen now on Spotify https://open.spotify.com/show/31WEeRKpb9IQDSDdqYOcd6  

📩 Follow Leslie’s analysis on Substack: https://lesliepaltiguzman.substack.com/  

#EnergyVista #EnergyGeopolitics #OilMarkets #LNG #Hormuz #NatGas #Shipping #EnergySecurity #Geopolitics #China #OilandGas #Maritime #China #Iran #Israel #USA #tanker #commodities #Oil

Leslie Chats with Kevin Book on the Iran War, the Hormuz Chokepoint, and Global Energy Security

Can the West still compete in nuclear power?

In this French-language Energy Vista, Leslie Palti-Guzman sits down with David Lévy, former nuclear official and energy executive, for a strategic conversation on nuclear sovereignty, transatlantic cooperation, and Europe’s industrial future.

From France’s original licensing of Westinghouse technology to today’s competition with Russia and China, we explore:

• Should the US and Europe (+Japan and South Korea) form a coherent Western nuclear bloc?
• China building 37 reactors in parallel, what does that mean for influence?
• Why renewables alone cannot provide base load for AI and data centers

This episode connects energy policy to geopolitics, industrial survival, and global power.

🎧 Listen on YouTube (with subtitles), Apple Podcasts, and Spotify.

🔎 Related Energy Vista episodes:
• Philipp Chaffee on global nuclear revival, supply chains and policy drivers
• Cécile Maisonneuve on Europe’s strategic autonomy, nuclear and the new geopolitics of electricity

Subscribe for deeper energy geopolitics and market intelligence:
👉 https://lesliepaltiguzman.substack.com/

#EnergyVista #NuclearEnergy #EnergySecurity #Transatlantic #Europe #USA #China #Russia #EnergyPolicy #Electricity #Geopolitics #StrategicAutonomy #EnergyMarkets

A Chat with Leslie and David Lévy on Nuclear Revival and the West’s Competition with China and Russia

Is Iran weaker today due to sanctions?

In this episode of Energy Vista, Leslie Palti-Guzman sits down with geoeconomic expert Rachel Ziemba to unpack the use of US economic statecraft against Iran in an era of shadow fleets and great-power fragmentation.

We discuss:

• How much of Iran’s current economic and political weakness is actually driven by sanctions
• China’s decisive role in sustaining Iranian, Russian, and Venezuelan crude exports
• The rise of a sanctions-evasion ecosystem linking Iran, Russia, and Venezuela
• Whether the Houthis’ disruption of Red Sea shipping indirectly enables sanctioned oil trade
• Has the US overstretched its economic statecraft tools?

At stake is more than Iran. This is about the durability of US financial power, the fragmentation of global energy markets, and whether sanctions remain leverage.

Listen on Apple Podcasts, Spotify, and all major platforms.
Watch the full conversation on YouTube.

📩 Subscribe for deeper market intelligence and geopolitical analysis:
https://lesliepaltiguzman.substack.com/

#EnergyVista #Sanctions #Iran #Geoeconomics #EnergySecurity #LNG #OilMarkets #China #MaritimeSecurity #ShadowFleet #EconomicStatecraft #Geopolitics

Leslie Chats with Rachel Ziemba on on Iran’s Weakness, Oil Sanctions, and the Future of US Economic Statecraft

In this special solo episode recorded on January 21, 2026, Leslie Palti-Guzman shares what truly keeps her up at night.

She begins as a parent, reflecting on how history is taught, the disappearance of classical foundations, and the transformation of information consumption in the digital age.

Then she pivots to her professional lens at the intersection of energy, trade, and geopolitics.

Key themes include:

• Why the US energy bonanza remains a strategic asset
• The risks of undermining transatlantic energy relations
• Europe’s record LNG dependence on the US in 2025
• Atlantic basin energy interdependence
• What are the limits of geoeconomic leverage

Leslie argues for data over rhetoric, for strong transatlantic alliances, and for diplomatic use of America’s energy power.

A reflective and strategic episode about markets, alliances, and energy leadership.

📨 Read a more complete take of "what keeps me up at night" on Substack:  https://substack.com/home/post/p-185580397

🎧 Listen on YouTube, Apple Podcasts, and Spotify
📨 Leslie’s Substack: https://lesliepaltiguzman.substack.com/

#EnergyVista #LNG #EnergySecurity #Geopolitics #Transatlantic #NATO #GasMarkets #Trade #Shipping #EnergyPolicy #MarketIntelligence

Leslie’s Solo Take | What Keeps Me Up at Night

In this new episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with Bob McNally, Founder and President of Rapidan Energy Group and former White House energy advisor, for an insightful and candid conversation on today’s oil market, great-power rivalry, and geopolitical risk.

We explore why the long-dominant “peak demand” narrative is unraveling, what chronic underinvestment means for future supply, and where the world may be heading next in the boom-bust oil cycle.

Key themes include:

 * Venezuela’s return to the oil map and what the US intervention really means for global supply
 * Why energy security and affordability have displaced rapid decarbonization as top political priorities
 * Whether US shale has reached a plateau and what that means for exports and diplomacy
 * Growing anxiety among allies about the reliability of US LNG trade
 * Iran risk scenarios, the vulnerability of Hormuz, and markets' complacency
 * The politicization of energy data and why objective forecasting matters more than ever

🎧 Available on Apple Podcasts, Spotify, and YouTube

👉 If you’re not yet a client from Energy Vista’s strategic advisory & communication firm and would like to know more, please reach out at admin@energyvista.org

📨 Read more of Leslie Palti-Guzman analysis on Substack:
👉 https://lesliepaltiguzman.substack.com/

#EnergyVista #energysecurity #oilmarkets #geopolitics #USenergy #Venezuela #Iran #OPEC #shale #LNG #marketintelligence #trade #nationalsecurity

Leslie Chats with Bob McNally on Oil, Venezuela, US Energy Power, and Iran Risk

At a moment of growing tension across the Atlantic, Europe is quietly questioning one of its most critical assumptions: can it rely on the United States as a long-term energy partner?

In this timely episode of Energy Vista, Leslie Palti-Guzman sits down with Marco Margheri, Chairman of the World Energy Council Italy and affiliated with ENI in Washington, DC, to unpack Europe’s deepening energy anxiety and what it reveals about a rapidly shifting global order.

This conversation goes beyond gas molecules. Leslie and Marco dig into:

 * Why Europe’s post-war assumptions about codependence with Russia, China, and the U.S. are no longer viable
 * The emerging role of oil and gas companies as strategic actors in an era of geopolitical volatility
 * Why Italy’s energy diversification strategy offers lessons for the rest of Europe
 * How the U.S.–China AI and energy race is reordering global priorities, faster than Europe may realize

Candid, thoughtful, and unscripted, this episode is a must-listen for anyone trying to understand where European energy security is heading and whether the transatlantic relationship can adapt.

🎙️ Recorded on January 22, 2026.

#EnergyVista #EnergySecurity #Geopolitics #LNG #TransatlanticRelations #Europe #USA #EnergyPolicy #Competitiveness #NuclearEnergy #MarketIntelligence #Trade #AI #Gas #LNG #Nuclear #China #EuropeanUnion #Italy #Russia

Follow and Read Me on my Substack Newsletter: 👉 https://lesliepaltiguzman.substack.com/

Leslie Chats with Marco Margheri on Europe’s Energy Anxiety, U.S. LNG Reliability, and the Future of the Transatlantic Deal

In this episode of Energy Vista, Leslie Palti-Guzman sits down with Geoffrey Pyatt, former US Assistant Secretary of State for Energy Resources and former Ambassador to Greece and Ukraine, for a candid conversation on the new energy geopolitics of the Eastern Mediterranean.

Why is Greece emerging as a strategic energy gateway linking the Levant, the Middle East, North Africa, the Balkans, the Black Sea, and Ukraine? How does LNG, power interconnection, and infrastructure investment reshape Europe’s security after Russia’s invasion of Ukraine? And why does the future of the region hinge not only on gas molecules, but also on electrons, transmission lines, and diplomacy?

We unpack the momentum behind East Med cooperation, from Israel–Egypt gas ties to undersea electricity interconnectors, and tackle the hard questions:
Can energy cooperation really stabilize historically tense regions? Who could disrupt this fragile alignment? And how should Europe and the US think about Turkey, Qatar, and the shifting balance of power across the Eastern Mediterranean?

A must-listen conversation at the intersection of energy, strategy, and transatlantic geopolitics.

🎧 Listen on YouTube, Apple Podcasts, and Spotify

#EnergyVista #geopolitics #energysecurity #LNG #naturalgas #Greece #EasternMediterranean #EastMed #Europe #Ukraine #BlackSea #interconnectors #electricity #power #renewables #Turkey #Qatar #diplomacy #nationalsecurity #energytransition.

Read more on Leslie’s Substack
👉 https://substack.com/@lesliepaltiguzman

America's Merchant Mideast Vision Prevails
Losers (for now): Iran, China, and the backers of Islamist fundamentalism & terror
https://lesliepaltiguzman.substack.com/p/americas-merchant-mideast-vision

My Take on the US National Security Strategy, Transatlantic Relations and Energy. True Friends Give Tough Love and Hard Truths. Is That What the US Is Doing with Europe?
https://lesliepaltiguzman.substack.com/p/my-take-on-the-us-national-security 

Leslie Chats with Amb. Geoffrey Pyatt on Energy, Greece, and the New Eastern Mediterranean Geopolitics

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 energy dominance, and the contradictions it creates for US oil, gas, LNG, and clean energy industries
 * The growing pressure on Europe to align energy procurement, industrial policy, and trade choices with US geopolitical priorities
 * The administration’s uneasy view of Europe’s economic weakness, political fragmentation, cultural erosion, and vulnerability to China
 * Whether US pressure strengthens Europe or risks pushing it to diversify away from American LNG and US leadership
 * The future role of Russia in the European continent 

The discussion closes with a candid reflection on policymaking in Washington today.

A rich, nuanced conversation at the intersection of energy, strategy, and alliance politics, offering both hard truths and unresolved tensions shaping the future of the transatlantic relationship.

🎧 Recorded on December 12, 2025
Available on YouTube, Apple Podcasts, and Spotify

#EnergyVista #geopolitics #energysecurity #nationalsecurity #LNG #gas #transatlantic #oil #Europe #USA #China #Russia #energystrategy #alliances #marketintelligence #geoeconomics

A Chat With Leslie on the US National Security Strategy, Energy, and Transatlantic “Tough Love”

In 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 and what volumes would be “acceptable.”

A frank, data-driven, and provocative assessment of Europe's strategic dilemmas, from gas markets to geopolitics, from energy security to political realism.

Watch and listen on your favorite platforms: Youtube, Spotify, Apple

#EnergyVista #geopolitics #energysecurity #LNG #gas #Europe #Russia #USA #China #commodities #shipping #marketintelligence #tradeflows

Leslie Chats with Thierry Bros on Europe's Energy Crossroads, Russian Gas, and Transatlantic Relations

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?

Leslie Chats with Ed Morse on Oil Market Fragmentation and Geopolitical Hotspots, from Venezuela to Russia and Iran

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.

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