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

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