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?