Energy Vista

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  

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 

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

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 

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

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)

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.

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.

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.

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.