Thought leader, entrepreneur, podcaster #energy #geopolitics #gas #LNG #trade #analytics. NYC. Previously Co-Founder CEO @GasVista @LeviatonAi acquired in 2023
New York
Joined January 2010
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If you’re wondering where I’ve landed on the #Iranwar, #Qatar’s #LNG predicaments, the future of #AsianLNG, and much more, this podcast conversation offers a good summary of my latest insights.
@NBRnews @mikkal8888 @kglaubitz #EnergyVista
🎧Listen here shorturl.at/VBdUQ
The US, Europe, Iran, and Hormuz: Will European Navies Step In? youtu.be/ci5u0akKRiA?si=X0cA… via @YouTube
#Homuz #LNG #Oil #Shipping #Maritime #Military #USA #Europe #France #IranWar #Geopolitics #EnergySecurity #TradeFlows #Tankers #FreedomofNavigation #EnergyVista
Back on @BloombergRadio @Bloomberg after a summer break.
We discussed the latest in the battle over #Hormuz and the reconfiguration of global #energy trade flows.
A new geography of #LNG security is emerging. #EnergyVista
Full Sep. 1 interview: shorturl.at/ZMhai
Leslie Palti-Guzman retweeted
The future of the Strait of Hormuz could reshape global LNG markets, with major implications for Qatar, Iran, and global energy security.
Read the report by Senior Associate of the @CSISEnergy @lpalti here:
csis.org/analysis/battle-hor…
Leslie Palti-Guzman retweeted
U.S. #LNG is set to more than double its export capacity over the next five years, reshaping the global supply map.
New analysis by ESCC Senior Associate @lpalti breaks down what that means for energy security post-Hormuz.
Read full report: csis.org/analysis/battle-hor…
Hormuz Is Reshaping the U.S.-Qatar LNG Rivalry lesliepaltiguzman.substack.c…
#Qatar could emerge from this conflict either as the #LNG market's winner or as its biggest loser. The outcome will depend on whether transit through #Hormuz becomes predictable and secure again and on the future of Doha's relationship with Tehran.
@CSIS #EnergyVista #IranWar
The biggest long-term consequence of the Iran conflict may not be higher energy prices, but a shift in global LNG market share.
ESCC Senior Associate @lpalti analyzes how the Hormuz crisis, shifting regional power dynamics, and changing trade flows could reshape the outlook for major LNG exporters—including #Qatar and the #US.
csis.org/analysis/battle-hor…
Leslie Palti-Guzman retweeted
The biggest long-term consequence of the Iran conflict may not be higher energy prices, but a shift in global LNG market share.
ESCC Senior Associate @lpalti analyzes how the Hormuz crisis, shifting regional power dynamics, and changing trade flows could reshape the outlook for major LNG exporters—including #Qatar and the #US.
csis.org/analysis/battle-hor…
#China, largest importer of Iranian #oil, provides Iran with military support. Yet Beijing doesn't want a nuclear Iran and supports an open #StraitofHormuz
How does it reconcile these contradictions? I asked Erica Downs (@ColumbiaUEnergy) on #EnergyVista podcast.
"There is still a Sword of Damocles hanging over the economies of the Gulf States." That was my message yesterday on @BloombergRadio.
Thank you @tomkeene @ptsweeney for having me to discuss #Iran #Qatar #UAE #LNG #Hormuz #TradeFlows #Geopolitics #EnergyMarkets #EnergyVista
Correction: In my latest #EnergyVista podcast with @danielbenaim, I referred to the 2017–2021 blockade of Qatar as "U.S.-led." I meant Saudi-led.
🎧 Listen: shorturl.at/reTbM
A timely discussion on #Iran, #Hormuz, #Qatar #SaudiArabia #Hormuz and the region's next phase.
🎙️ New Energy Vista Pod Episode. Are #Gulf states pursuing increasingly divergent paths in their relationships with one another, #Iran, and the #USA?
I exchanged with @danielbenaim @MiddleEastInst about #Hormuz and #hardpower #alliances
🎧 YouTube | Apple | Spotify
#EnergyVista
Did some climate policies make the world more vulnerable to energy crises?
In the latest #EnergyVista podcast with @ProfBShaffer we discuss #Hormuz, #energysecurity, Africa's missed opportunities, #natgas, #China's influence on #climate narratives.
shorturl.at/aRx6c
Hormuz Strait Crisis and Iran's One-Time Weapon
Back on Bloomberg Surveillance with @tomkeene and @ptsweeney discussing:
• The Future of #hormuz_strait
• #Iran's one-time leverage
• Multi-energy hedging strategies #energymarkets #oil #lng
rb.gy/6tnbe9
Freedom of Navigation Will Take a Village
The latest #Iran-US deal is not finalized. There is still an opportunity to reopen the #Hormuz and prevent the IRGC from emerging stronger while holding the global economy hostage #EnergyVista #maritime #LNG #oil
shorturl.at/wyi94
Can the US maintain its energy advantage without a coordinated long-term energy policy?
I exchanged with Charles Boustany on key elements needed #Bipartisan #TechnologyNeutral #ScienceBased #longterm #energypolicy
🎧 Listen to the #EnergyVista podcast:
shorturl.at/9fUxP
Thanks for having me back @BloombergRadio @tomkeene @ptsweeney to discuss the first 24h of Operation Project Freedom.
🎧 youtube.com/watch?v=cIaticlV…
#EnergyVista #Iran #Qatar #LNG #NatGas #HenryHub #EnergyGeopolitics #Shipping #MaritimeSecurity #EnergySecurity
Leslie Palti-Guzman retweeted
"Venezuelan non-associated 'dry gas' fields, particularly those located near the infrastructure-rich Trinidad and Tobago, could emerge as a pragmatic energy opportunity to unlock and monetize new Atlantic Basin supply," writes @lpalti
Read more: csis.org/analysis/alluring-p…
#Iran-related tightness in global #gas #LNG markets could accelerate new supply opportunities elsewhere.
Unlocking #Venezuela–#Trinidad cross-border gas production could help diversify supply and stabilize global gas markets.
Read my latest for @CSIS
rb.gy/pq3hxo
#Iran is amplifying the narrative of an #energy shock. Phase 2 of the war is psychological warfare aimed at shaping opinion and pressuring the US to end the war.
Listen #EnergyVista podcast: what’s next for #Hormuz transit and Kharg Island’s #oil exports
YouTube-Apple-Spotify