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

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:


Leslie Chats with Ryan Lynch on Reviving U.S. Maritime Power: Industry, Security and China

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.

Leslie Chats with Ira Joseph on Qatar and the US: Collusion or Collision in the LNG Market?

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 Chats with Cecile Maisonneuve  on Europe, Nuclear & the New Geopolitics of Electricity

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  

Leslie Chats with Michal Meidan on China's Energy Strategy, Geopolitics of Gas and Trade Wars 

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 

Leslie Chats with Marc Antoine Eyl-Mazzega on US Energy Dominance and What it Means for Europe

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

Leslie Chats with Benedetta Berti on NATO, Hybrid Warfare, Infrastructure Risks, and Energy Security 

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 

Leslie Chats with Gina Cohen on Israel, Iran, Energy Resilience & Disruptions

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

Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions 

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)

Leslie Chats with Anne-Sophie Corbeau on China’s LNG Pivot, Transatlantic Tensions, and the Future of Russian Gas in Europe

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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