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

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.

Leslie Chats With David Abraham on The Rare Metal Age, its Financing and Making it a US Priority 

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.

Leslie Chats with Nicola de Blasio on Blockchain and Energy Systems, Trading & Hydrogen 

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.

Leslie Chats with Didier Holleaux on Nord Stream Explosions, Future of Russian Gas in Europe

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.

Leslie Chats with Tarek Souki on US LNG Financing , Global Trade and 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.

Leslie Chats with Philippe Chaffee on the Global Nuclear Energy Revival, Supply Chains and Policy Drivers

"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. 

Leslie Chats with Benjamin Schmitt on Europe's energy security, Russia and Hybrid Warfare

Extraordinary times call for extraordinary experts. In each episode of Energy Vista podcast, Leslie Palti-Guzman will chat with energy experts from all around the world. 

1) We will delve into some timely energy issues

2) We will get to know both their professional and personal trajectories 

3) We will hear their advice for all of us

What is the goal? Making Experts Great Again. I'm exploring ways to contribute more actively to the public debate and policymaking around the geopolitics of energy, a topic I’m deeply passionate about and have considerable expertise in.

lpaltiguzman

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