🎙️ Guest: David Fishman | Principal, The Lantau GroupDavid 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.⏱️ Timestamps01:13 – China's Energy Landscape06:09 – The Global Implications of China's Energy Transition09:00 – How China Scales Green Tech14:09 – How China Innovates20:40 – Is Overcapacity A Challenge?24:57 – China's Energy Policy28:21 – Chinese Government As VC29:40 – Why Are SOEs Not As Prominent?33:03 – Downstream Impact of Chinese Policies34:15 – What Happens After China Peaks?34:34 – China's Clean Tech Transition: The Road Ahead37:19 – Can China Turn The Corner?38:20 – Understanding the Average Chinese Citizen44:34 – The Median City In China48:11 – The Practical Implementation of Common Prosperity50:39 – How China Does Infrastructure Development57:20 – The Myth of Chinese Ghost Cities01:00:24 – Lessons From China's Development Model01:05:51 – Advice For A Fresh Graduate📄 Full Transcript:https://www.ykeith.com/tag/podcast/📲 Let’s Connect:Instagram: @frontrow.65LinkedIn: Keith YapWebsite: www.ykeith.comEmail: [email protected]🎧 Subscribe for Free:Spotify: Front RowApple Podcasts: Front Row

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