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.
Podcasts
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Han Lin in Channel News Asia on China’s currency strategy: ‘Beijing sees currency power as a national-security issue’
February 11, 2026
Media Mentions
“As more countries adopt the yuan for investment and capital-raising, Beijing gains the ability to direct capital toward its strategic ...
Kurt Tong on Channel News Asia discussing Takaichi’s landslide win in Sunday’s lower house election
February 9, 2026
Media Mentions
Japanese voters have handed Prime Minister Sanae Takaichi a powerful mandate, delivering her ruling coalition a crushing victory in Sunday’s ...
Rintaro Nishimura in CNN on Japan’s snap election: ‘From their perspective, the LDP had become too moderate under the last two prime ministers’
February 6, 2026
Media Mentions
“From their perspective, the LDP had become too moderate under the last two prime ministers,” said Rintaro Nishimura, a Tokyo-based ...
Geopolitics and Business in 2026 – Five Trends from TAG’s GeoCommercial Strategy Survey