In this Tea Leaves conversation, Kurt and Rich sit down with one of the leading energy policy experts in the world – Dr. Daniel Yergin. The three discuss the significant geopolitical ramifications of U.S. energy independence following the shale gas revolution. Dr. Yergin also discusses the emergence of a mixed global energy system as well as the complexities associated with nuclear power as an energy source in both Asia and the United States. They also talk about the energy demands of China associated with its Belt and Road Initiative and its actions in the South China Sea.
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Jennifer Lee in Financial Times on South Korea’s Stalled $350bn US Investment Pledge
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Media Mentions
“There has been significant frustration building within the US government, particularly as Korea’s progress has looked slow next to Japan’s ...
Han Lin in the New York Times: China’s Surging Exports Loom Over Trump’s Talks With Xi
September 8, 2026
Media Mentions
The latest trade data will give Mr. Trump “fresh ammunition” going into the talks with Mr. Xi, said Han Lin, ...
David Boling in Kyodo News: “U.S. trade policy after 2028 likely to retain Trump-era tariffs”
September 8, 2026
Media Mentions
Tariffs are back at the center of U.S. trade policy, with President Donald Trump recently imposing new duties on 60 ...
Han Lin in CNBC: China Says It Will Pump $54 Billion into Banks and Insurers — But Their Stocks Still Fell
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“Beijing is preparing lenders to finance its next strategic investment cycle, “particularly the massive capital requirements of AI and advanced ...