Leslie Chats with Bob McNally on Oil, Venezuela, US Energy Power, and Iran Risk
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Show Notes
In this new episode of the Energy Vista Podcast, Leslie Palti-Guzman sits down with Bob McNally, Founder and President of Rapidan Energy Group and former White House energy advisor, for an insightful and candid conversation on today’s oil market, great-power rivalry, and geopolitical risk.
We explore why the long-dominant “peak demand” narrative is unraveling, what chronic underinvestment means for future supply, and where the world may be heading next in the boom-bust oil cycle.
Key themes include:
- Venezuela’s return to the oil map and what the US intervention really means for global supply
- Why energy security and affordability have displaced rapid decarbonization as top political priorities
- Whether US shale has reached a plateau and what that means for exports and diplomacy
- Growing anxiety among allies about the reliability of US LNG trade
- Iran risk scenarios, the vulnerability of Hormuz, and markets' complacency
- The politicization of energy data and why objective forecasting matters more than ever
🎧 Available on Apple Podcasts, Spotify, and YouTube
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📨 Read more of Leslie Palti-Guzman analysis on Substack:
👉 https://lesliepaltiguzman.substack.com/
#EnergyVista #energysecurity #oilmarkets #geopolitics #USenergy #Venezuela #Iran #OPEC #shale #LNG #marketintelligence #trade #nationalsecurity