Archive - Leslie Palti-Guzman

Iran-Israel War and East Med Energy: Between Resilience and Vulnerability

Leslie’s Three Main Takeaways

Jun 20 •

Leslie Palti-Guzman

Israel, Iran & the Global Energy Chessboard

“We don’t know how far Israel is willing to go. We don’t know yet if the US will join the fight. And we don’t know what Iran will choose to do.” But I…

Jun 19 •

Leslie Palti-Guzman

May 2025

Behind the Qatari Investment Narrative, There is a Growing Shadow

One of alliances, ideological export, and unchecked influence

May 25 •

Leslie Palti-Guzman

AI and LNG Could Compete for Gas, But It’s Just One Scenario

If the US manages to combine smarter infrastructure and faster financing, then there will be enough natural gas to power both AI and US LNG exports.

May 1 •

Leslie Palti-Guzman

April 2025

The Energy Card in Global Trade Negotiations: Focus on LNG and Shipping

Across key relationships (South Korea, China, the EU), the energy and infrastructure card is being played differently

Apr 25 •

Leslie Palti-Guzman

A Transatlantic LNG Deal Requires a New Financing Arm

Why LNG Could Be the Sweet Spot in Transatlantic Negotiations

Apr 18 •

Leslie Palti-Guzman

March 2025

Does A Reset With Russia Mean More Russian Gas into Europe?

A ~20%+ share could be conceivable over time

Mar 27 •

Leslie Palti-Guzman

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February 2025

Is U.S. LNG a Leverage or a Liability?

Tariffs and trade wars politicize U.S. LNG but do not weaponize it

Feb 26 •

Leslie Palti-Guzman

Sharing My Analysis with a Wider Audience

Trend Spotting on the Geopolitics of Energy & International Trade

Feb 25 •

Leslie Palti-Guzman

Meeting Today's Rising Electricity Demand

Leslie Palti-Guzman discusses the global nuclear revival on Bloomberg Surveillance

Feb 25

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Washington Administers Shock Therapy to Europe

Washington’s Three-Part Message to Its Transatlantic Allies

Feb 23 •

Leslie Palti-Guzman

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