Trading Week, page-1184

I'm an environment consultant and have had a fair bit of exposure to the nuts and bolts of the climate change debate. I personally have zero doubt that human induced climate change is real - the science is clear and overwhelming. I also have zero doubt that in 40 years low and no carbon energy sources will be the norm (regardless whether you believe in climate change or not). And zero doubt that our current infrastructure and technology is such that a transition over the next 40 years is necessary - it ain't happening over night. And zero doubt that gas is the perfect energy source to facilitate that translation and go along way to eliminating energy poverty. That's why I'm in EXR. Of course if I happen to make a shite load of money along the way, that's nice as well.