A few years ago, I had the honor of keynoting a Warburg Pincus conference on energy in Houston, Texas. I told this group of oil and gas executives that they had to re-assess what business they were in: not drilling and selling petroleum products, which was a mid-term game at best. Rather, I suggested they were in the business of selling carbon's covalent bonds.
Zero Footprint: A New Model Linking Energy and Materials
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