His focus is on the arctic, which he sees as a developing region as it is supposed to hold a large portion of the world's remaining undiscovered oil and gas.
The melting of the polar ice cap will make accessing these easier-- but only in some ways. Melting ice opens up the ocean, but closes the ice roads built across the tundra.
Global trends he considers-- urbanizing and growing and aging populations. The growing demand for electricity.
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