Daniel Yergin

Putin could well have shattered the coalition supporting Ukraine when he used the energy weapon, not oil, but gas.

And that, you know, suddenly you had European politicians coming to the United States to try and secure supplies of LNG because so worried about it.

So it's something that is...

It really is a revolution that is playing out today.

China imports 75% of its oil.

It wishes it was in our position.

Well, that's why when the Japanese prime minister was here for a state visit a few months ago, they were expressing great alarm about future LNG exports because

For them, being able to import energy from the United States is very critical to their energy security.

Otherwise, they're pushed back where they're going to get their LNG.

They'll get some from the Middle East, some from Australia, but they'll be pushed back to getting it from Vladimir Putin.

So for them, their energy security, this has become U.S.,

energy exports, U.S.

shale has become part of their energy security.

I never thought of it quite that way, but I think, you know, if you think about what the Japanese are saying, that's really what their message is.

You know, I did an event with the Japanese prime minister and, you know, now I think about it in the springtime, that was very much, that came through very clearly that for them, U.S.

exports to them are part of the security relationship.

US LNG is now part of the arsenal of NATO.

You know, we're talking about the geopolitical significance of US shale.

No one would be happier to see a ban on US shale production than Vladimir Putin.

And, you know, I have firsthand sense of that because in 2013, before he annexed Crimea, I was at this conference, which is his version of a global economic conference.