Energy Vista

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

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.