Has the Iran war validated China’s decades-long approach to energy security?
In this episode of Energy Vista, Leslie Palti-Guzman sits down with Erica Downs, Senior Research Scholar at Columbia University’s Center on Global Energy Policy, following her recent trip to China.
Together, they explore how Beijing weathered the Iran war, why China proved more resilient than many expected, and what this means for global energy markets and the intensifying competition between Chinese and American energy models.
The conversation examines:
• Whether China’s reduced LNG and crude purchases helped stabilize global energy markets
• China’s balancing act between Iran and the United States
• Whether de-dollarization remains more narrative than reality
• Whether the Iran war could revive Russia’s Power of Siberia 2 pipeline
• The growing competition between the United States and China to power the AI economy
A wide-ranging discussion about energy security, geopolitics, maritime trade, and two competing narratives of energy power
🎧 Listen to the episode on YouTube, Apple Podcasts, and Spotify.
📰 Subscribe to Leslie Palti-Guzman’s analysis on energy geopolitics and global gas markets:
Leslie Palti-Guzman on Substack
🌐 Learn more about Energy Vista’s strategic intelligence and advisory services:
EnergyVista.org
#EnergyVista #China #Iran #EnergySecurity #Geopolitics #LNG #StraitOfHormuz #USChina #ArtificialIntelligence #DataCenters #EnergyTransition #EnergyMarkets #NaturalGas #Oil #USA #MaritimeSecurity #Energy #commodities
