If Everyone Played It Safe, We Wouldn't

The World Is Hung Up On Food-based Biofuels. Not Only Are They The Wrong Thing, They're The Uneconomic Thing.

I Generally Disagree With Most Of The Very High Margin Opportunities. Why? Because It's A Business Strategy Tradeoff: The Lower The Margin You Take, The Faster You Grow.

I Believe Cellulosic Fuels, Biofuels Made From Nonfood Crops Are The Only Solution That Will Make A Difference.

As For Companies Invested In The Space - I Think Its Important To Distinguish Between A Good Investment And A Material Climate Change Technology - You Can Have The First Without The Second, Even In The "clean Tech" Space.

For Electric Power Generation, We Are Very Optimistic About Solar-thermal Technology, And We’re Intrigued By The Potential Of Enhanced Geothermal Energy To Replace Coal-based Power Generation. Traditional Carbon Capture And Sequestration-based Coal Power Generation Is Somewhat Unlikely To Be Competitive.