Nuclear energy is not an option for many countries. In Asia, nuclear energy is big in Japan and China. In Europe, more and more resistance pops up against the use of nuclear energy, with the exception of France, where nuclear power has been traditionally the largest source of electricity generation. We witness an increase of electricity use in cars and all kinds of devices like mobile phones and laptops. Put simply, electricity is an increase in molecules speeding around themselves, and if the electricity is not used the speed slows down and electrical power “evaporates.” If you do not use your mobile phone for a week your battery has emptied con­siderably. The same phenomenon occurs with hydrogen — a powerful source of energy, but difficult to store. Even when you store hydrogen in a tank, the gas manages to escape and evaporate over time.

The investment strategy of one of the world’s largest commodity traders, with whom we work closely together, goes clearly towards energy generation and trading from renewable, second-generation biofuels and cultivate plants and bushes like Jatropha, Pongamia (Millettia Pinnata), Cranbe, and Camelina, which all basi­cally grow on marginal uncultivated land in order to produce liquid fuels. In addition, biotechnology plays a major role and enzymes can change the arrangements of molecules, so that waste, wood, and sugars can become bioker­osene. I will describe in this book how we can move towards a low-carbon society. This is the big future and this is the area where the big commodity companies are making big investments. You can do this for your portfolio as well.

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