The human race uses 18 terawatts, and will for the foreseeable future. So there are basically only two scenarios for investors as a collective:
(a) invest in clean energy immediately; clean energy takes over the $6 trillion global energy market; investors get a nice piece of that.
(b) don’t invest in clean energy immediately; fossil fuels burn past our carbon budget; investors inherit a cinder.
Scenario (a) seems like the most rational plan for everyone, in the long term. The fact that most investors’ short-term incentives are structured to prefer scenario (b) is a critical problem to be solved. Again, it’s not a technology problem, but it’s a blocker that prevents us from getting to the technology problems.[http://worrydream.com/ClimateChange/ quote]