Mastering Energy Balance: A Scientific Approach to Fat Loss and Muscle Gain
- Jamey Merkel

- May 16
- 6 min read
Updated: Jun 6

Achieving and maintaining optimal body composition is a frequent goal for many individuals, particularly those interested in fat loss and muscle gain. In fact more than 80% of my clients have one (or both!) of those goals. The key is proper nutrition and understanding the intricacies of the energy balance equation can pave the way towards achieving your goals. Energy balance refers to the relationship between the number of calories consumed through food and beverages and the number of calories expended through physical activity and bodily functions. I will provide some insights into mastering energy balance, touch on the basics of fat loss and muscle gain strategies, and explain body recomposition in a real world and scientifically-backed context. Let's dig in!
The energy balance equation can be simplified to:
Energy In (Calories Consumed) - Energy Out (Calories Burned) = Change in Body Weight.
When energy intake exceeds energy expenditure, the result is weight gain. Conversely, when energy expenditure surpasses intake, the body uses stored fat for energy, leading to weight loss. That's the simple version. Mastering this equation is crucial for anyone looking to adjust their body composition. It must be stated that there are many variables that infuence the equation. The devil is truly in the details. A subject for another time.
Overall, a well-rounded and simple approach to nutrition, exercise, and lifestyle habits serves as the foundation for an effective energy balance strategy.
The Key Role of Nutrition in Energy Balance
Optimal nutrition is essential for achieving energy balance. This is your "calories in." To lose fat or gain muscle, one must make informed dietary choices, contol overall all calorie intake, and learn to enjoy the process!
Caloric Deficit for Fat Loss:
To achieve fat loss, one must consume fewer calories than their body needs for maintenance and daily energy expenditure. This caloric deficit stimulates the body to utilise stored fat for energy under the right circumstances. Research indicates consuming a deficit of 500-750 calories per day can facilitate a safe weight loss of about 1-1.5 pounds per week (Hall et al., 2012). My work in the field supports this. Slow and steady fat loss is sustainable and minimises lean muscle loss. Focus on whole, nutrient-dense foods. Incorporate lean proteins, whole grains, fruits, and vegetables to support overall health and satiety while in a caloric deficit. Strength training will help preserve lean muscle mass.
Caloric Surplus for Muscle Gain:
Conversely, muscle gain requires a caloric surplus, meaning you need to consume more calories than you burn. A daily surplus of 250-500 calories facilitates a gradual and healthy muscle-building process, without accumulating too much bodt fat. Do note that some fat gain is nessecary especialy if you are very lean and a typical hard gainer! Research suggests that a well-structured diet high in protein is essential for muscle hypertrophy (Phillips & Van Loon, 2011). Incorporate strength training and bodybuilding techiques alongside a high-protein diet to stimulate muscle protein synthesis effectively and effeciently.
The Importance of Macronutrients
Balancing macronutrients—carbohydrates, proteins, and fats—is vital for effective energy balance, in addition to calculating (and sticking to) overall calorie intake. Afterall it is impossible to out execise a bad diet! Now contrary to popular belief carbs aren't "bad", fat doesn't make you "fat" and protein does not strain your kidneys (if you don't have a preexisting condition).
Protein: Necessary for muscle repair and growth, around 1.6-2.2 grams of protein per kilogram of body weight is optimal for those aiming for muscle gain (Burke et al., 2017). Higher protein diets can also enhance satiety, making calorie restriction more manageable during fat loss with protein consumption of 2.5 grams of protein per kilogram of bodyweight being ideal in my experience.
Carbohydrates: Important for fueling workouts. Adequate intake can support performance in strength training and high-intensity workouts vital for both fat loss and muscle gain.
Fats: Healthy fats support hormone production and overall cellular function. Aim for unsaturated fats found in avocados, nuts, and olive oil. Some saturated fat is unavoudavle
Energy Expenditure: The other side of the equation:
While nutrition is foundational and influences the "calories in" side, energy expenditure plays a vital role in energy balance as it effects the "calories out." There are 4 key components to energy expenditure:
Basal Metabolic Rate (BMR): This is the energy your body needs to perform basic life-sustaining functions. Approximately 60-75% of daily calorie expenditure is attributed to BMR (Schofield, 1985). It can be calculated via various equations with the Mifflin St. Jeor being my favorite. A good BIA can also help calculate. Important note!!!! Lean muscle mass is the key driver of BMR!
Exercise Activity (EA): Regular scheduled exercise significantly affects energy expenditure. Engage in both cardio and resistance training to optimize fat loss and promote muscle gain. Aim for 3 times a week for resistance training and 2 or 3 days a week of low to medium intensity cardio as your baseline. High-Intensity Interval Training (HIIT) can also boost metabolic rates post-exercise.
Non-Exercise Activity Thermogenesis (NEAT): Incorporate more movement into your daily life, such as walking, standing, or even fidgeting, to increase energy expenditure without formal exercise sessions. Housework, walking the dog and other daily chores all add up too. So get moving.
Thermal Effect of Food (TEFF): The food you eat requires the body to expend energy in order to digest, absorb and metabolize the food. Protein has the highest TEFF at up to 20-25%. Complex carbohydrates come in second, and dietary fat is the easiest to digest. What you eat matters.
A Word about Body Recomposition
Body recomposition refers to the process of losing fat while simultaneously gaining muscle.
This is especially appealing for individuals seeking a leaner appearance without severe weight loss, and is a bit of the holy grail in the fitness comunity. To effectively engage in body recomposition, achieving a balance between caloric intake and gradual energy deficits or surpluses is essential. This can require advanced strategies such as carb cycling, nutrient timing and more. Note that I do not recommend body recomp in most individuals unless you are considerably overweight. The leaner you are, the harder and more complicated a body recomp will be.
Research indicates body recomposition is achieved through the concurrent training of resistance and aerobic exercise (often on the same day), combined with adequate protein intake and careful calorie counting (Mermier et al., 1997). Eating at maintenance levels while increasing protein intake can help support muscle gain while promoting fat loss.
How to Implement a Sustainable Plan:
Achieving an optimal (for you) body composition requires a simple, well-structured, and sustainable plan that incorporates both nutrition and exercise.
Set Realistic Goals: Aim for steady progress rather than rapid changes. Short-term, intense crash dieting or inappropriate exercise programs are often unsustainable, lead to injury suceptibility, and often result in a yo-yo effect.
Track Nutrition and Activity: Utilize apps, smart watches, or journals to monitor food intake as accuratly as possible and follow an appropiate exercise plan on a regular schedule, ensuring you are aligned with your goals.
Adjust as Necessary: Be prepared to evaluate and adjust your approach based on actual progress and how your body responds. For example, with my Stage 1 clients we monitor and adust every 2 weeks.
Stay Patient: Changes in body composition take time, often more time than we want. Remain patient, trust the process, and focus on non-scale victories like improvements in strength, energy levels, and how your clothes fit.
Great ABS are made in the gym but revealed in the kitchen
Mastering the energy balance equation is pivotal for anyone working toward improving body composition, whether through fat loss or muscle gain. By understanding the role of nutrition, energy expenditure, and the dynamics of body recomposition, individuals can develop an effective strategy that is both scientifically grounded and practical. Remember that consistency, gradual adjustments, and a focus on overall health and well-being are key to achieving sustainable results. Incorporating these principles can lead to not only achieving your desired body composition but also promoting lifelong habits of health and fitness.
If you find this complicated and need help with your nutrition, exercise and more , I can help. Reach out to work with me!
References
Burke, L. M., Kiens, B., & IGH, S. (2017). Fat Adaptation for Endurance Sports. Journal of Sports Sciences, 35(6), 1403-1411.
Hall, K. D., Klem, M. L., & Sacks, F. M. (2012). The Minimal Requirement for Caloric Deficit to Lose Weight. Obesity, 20(10), 2048-2056.
Mermier, C. M., Bachelder, J.M., & Radecki, S.V. (1997). Effects of Resistance Training and Caloric Restriction on Body Composition and Muscle Strength. Journal of Applied Physiology, 82(5), 1828-1838.
Phillips, S. M., & Van Loon, L. J. (2011). Dietary Protein for Athletes: From Requirements to Metabolism. Journal of Sports Sciences, 29(1), 29-38.
Schofield, W. N. (1985). Predicting Basal Metabolic Rate, New Standards and Review of Previous Work. Human Nutrition: Clinical Nutrition, 39C, 5–41.


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