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.

There's no doubt in my mind over the next 25 years how we drive, how we build our houses, how we fly, how we build our buildings, will all change.

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.

Setting an aggressive enough carbon-reduction goal will result in an appropriate price for carbon and will help many a renewable technology. Consumer education will help. Most importantly, though, will be the continually declining cost trajectory of the real breakthrough in clean-technology costs driven by research and innovation. In the end, private capital is the real barometer of change.

Every big problem is a big opportunity.

Will biofuel usage require land? Absolutely, but we think the ability to use winter cover crops, degraded land, as well as using sources such as organic waste, sewage, and forest waste means that actual land usage will be limited. Just these sources can replace most of our imported oil by 2030 without touching new land.

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.