🎙️ Guest: David Fishman | Principal, The Lantau Group
David Fishman is a Principal at The Lantau Group, a boutique strategy and economic consultancy focused on the Asia Pacific energy sector.
He specializes in regulatory and economic intelligence for the Chinese power sector—including solar, wind, coal, nuclear, hydro, grid transmission, and power markets. His project portfolio spans renewable tariff policy, power market forecasting, green energy procurement for multinationals, and due diligence for clean energy assets.
Outside of work, David runs a delightful blog exploring lesser-known corners of China’s economic transformation—covering topics like rural poverty alleviation, small-city trends, countryside solar, rural rejuvenation, and ethnic tourism.
⏱️ Timestamps
01:13 – China's Energy Landscape
06:09 – The Global Implications of China's Energy Transition
09:00 – How China Scales Green Tech
14:09 – How China Innovates
20:40 – Is Overcapacity A Challenge?
24:57 – China's Energy Policy
28:21 – Chinese Government As VC
29:40 – Why Are SOEs Not As Prominent?
33:03 – Downstream Impact of Chinese Policies
34:15 – What Happens After China Peaks?
34:34 – China's Clean Tech Transition: The Road Ahead
37:19 – Can China Turn The Corner?
38:20 – Understanding the Average Chinese Citizen
44:34 – The Median City In China
48:11 – The Practical Implementation of Common Prosperity
50:39 – How China Does Infrastructure Development
57:20 – The Myth of Chinese Ghost Cities
01:00:24 – Lessons From China's Development Model
01:05:51 – Advice For A Fresh Graduate
đź“„ Full Transcript:
https://www.ykeith.com/tag/podcast/
📲 Let’s Connect:
Instagram: @frontrow.65
LinkedIn: Keith Yap
Website: www.ykeith.com
Email: keith@frontrow65.co
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