At a moment of growing tension across the Atlantic, Europe is quietly questioning one of its most critical assumptions: can it rely on the United States as a long-term energy partner?

In this timely episode of Energy Vista, Leslie Palti-Guzman sits down with Marco Margheri, Chairman of the World Energy Council Italy and affiliated with ENI in Washington, DC, to unpack Europe’s deepening energy anxiety and what it reveals about a rapidly shifting global order.

This conversation goes beyond gas molecules. Leslie and Marco dig into:

• Why Europe’s post-war assumptions about codependence with Russia, China, and the U.S. are no longer viable
• The emerging role of oil and gas companies as strategic actors in an era of geopolitical volatility
• Why Italy’s energy diversification strategy offers lessons for the rest of Europe
• How the U.S.–China AI and energy race is reordering global priorities, faster than Europe may realize

Candid, thoughtful, and unscripted, this episode is a must-listen for anyone trying to understand where European energy security is heading and whether the transatlantic relationship can adapt.

🎙️ Recorded on January 22, 2026.

#EnergyVista #EnergySecurity #Geopolitics #LNG #TransatlanticRelations #Europe #USA #EnergyPolicy #Competitiveness #NuclearEnergy #MarketIntelligence #Trade #AI #Gas #LNG #Nuclear #China #EuropeanUnion #Italy #Russia

Follow and Read Me on my Substack Newsletter: 👉 https://lesliepaltiguzman.substack.com/

In this episode of Energy Vista, Leslie Palti-Guzman sits down with Geoffrey Pyatt, former US Assistant Secretary of State for Energy Resources and former Ambassador to Greece and Ukraine, for a candid conversation on the new energy geopolitics of the Eastern Mediterranean.

Why is Greece emerging as a strategic energy gateway linking the Levant, the Middle East, North Africa, the Balkans, the Black Sea, and Ukraine? How does LNG, power interconnection, and infrastructure investment reshape Europe’s security after Russia’s invasion of Ukraine? And why does the future of the region hinge not only on gas molecules, but also on electrons, transmission lines, and diplomacy?

We unpack the momentum behind East Med cooperation, from Israel–Egypt gas ties to undersea electricity interconnectors, and tackle the hard questions:
Can energy cooperation really stabilize historically tense regions? Who could disrupt this fragile alignment? And how should Europe and the US think about Turkey, Qatar, and the shifting balance of power across the Eastern Mediterranean?

A must-listen conversation at the intersection of energy, strategy, and transatlantic geopolitics.

🎧 Listen on YouTube, Apple Podcasts, and Spotify

#EnergyVista #geopolitics #energysecurity #LNG #naturalgas #Greece #EasternMediterranean #EastMed #Europe #Ukraine #BlackSea #interconnectors #electricity #power #renewables #Turkey #Qatar #diplomacy #nationalsecurity #energytransition.

Read more on Leslie’s Substack
👉 https://substack.com/@lesliepaltiguzman

America's Merchant Mideast Vision Prevails
Losers (for now): Iran, China, and the backers of Islamist fundamentalism & terror
https://lesliepaltiguzman.substack.com/p/americas-merchant-mideast-vision

My Take on the US National Security Strategy, Transatlantic Relations and Energy. True Friends Give Tough Love and Hard Truths. Is That What the US Is Doing with Europe?
https://lesliepaltiguzman.substack.com/p/my-take-on-the-us-national-security

In this episode of the Energy Vista podcast, Leslie Palti-Guzman is joined by David Goldwyn, President of Goldwyn Global Strategy and former US State Department Special Envoy and Coordinator for International Energy Affairs, to unpack the newly released US National Security Strategy and what it signals for energy, geopolitics, and the transatlantic alliance.

This is genuine, lively debate over their respective takeaways from the strategy.

Together, Leslie and David explore and debate:

• How the National Security Strategy was crafted and why it marks a departure from previous US grand strategy documents
• The elevation of energy dominance, and the contradictions it creates for US oil, gas, LNG, and clean energy industries
• The growing pressure on Europe to align energy procurement, industrial policy, and trade choices with US geopolitical priorities
• The administration’s uneasy view of Europe’s economic weakness, political fragmentation, cultural erosion, and vulnerability to China
• Whether US pressure strengthens Europe or risks pushing it to diversify away from American LNG and US leadership
• The future role of Russia in the European continent

The discussion closes with a candid reflection on policymaking in Washington today.

A rich, nuanced conversation at the intersection of energy, strategy, and alliance politics, offering both hard truths and unresolved tensions shaping the future of the transatlantic relationship.

🎧 Recorded on December 12, 2025
Available on YouTube, Apple Podcasts, and Spotify

#EnergyVista #geopolitics #energysecurity #nationalsecurity #LNG #gas #transatlantic #oil #Europe #USA #China #Russia #energystrategy #alliances #marketintelligence #geoeconomics

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.