David Fishman

David Fishman, a senior manager at the Lantau Group, specializes in China's energy system and offers a fascinating insight into the country's nuclear power expansion. He discusses how China has rapidly constructed 37 nuclear reactors in the past decade. The conversation reveals the efficiencies gained through state-owned enterprises and advanced designs, including the innovative Hualong-1 reactors. Fishman also compares China's approaches to the U.S., highlighting challenges like regulatory hurdles and outdated technologies, and discusses the implications for global energy dynamics.

Ivy Yang, founder of Wavelet Strategy, and David Fishman, a senior manager at Lantau Group, dive into the fascinating migration of TikTok users to Xiaohongshu. They discuss the cultural dynamics and community shifts happening as American users adapt to a new platform. The conversation reveals the challenges of bicultural communication and the importance of mutual understanding between American and Chinese users. They also highlight the skepticism around media and the evolving landscape of social media in China with its unique cultural nuances.

David Fishman, a senior manager at The Lantau Group and expert in China's power sector, discusses the country’s ambitious electrification strategy in response to pollution and energy security. He explains how state capitalism drives rapid investments in nuclear power, electric vehicles, and renewables. Fishman delves into the competitive landscape of solar and wind industries, the historical context of energy dependence, and the geopolitical tensions affecting supply routes. He also compares urban experiences in Shanghai and New York, reflecting on post-COVID changes.

David Fishman, a senior manager at The Lantau Group, shares his expertise on China's impressive nuclear power expansion. He outlines how China has constructed 37 reactors in just a decade, spotlighting their efficient financing and manufacturing processes. Fishman contrasts this with the U.S. struggle for nuclear revival, delving into the evolving reactor designs and market dynamics. He discusses the unique advantages of China's state-owned enterprises and their innovative energy strategies, alongside the complexities of balancing coal and renewables.

David Fishman, an expert in China's Energy Transition, discusses the rise of renewables and coal use in China, the impact of command-and-control measures vs market forces, and the country's progress in wind, solar, batteries, and EVs. The podcast aims to debunk cliches about China's energy transition and highlights the drivers behind it, such as human capital and energy security. Fishman suggests China may have already reached peak emissions, signaling a positive shift away from coal and fuels.