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.

Energy Vista

Leslie Palti-Guzman

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

NOV 1, 202537 MIN
Energy Vista

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

NOV 1, 202537 MIN

Description

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.