While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition. 
Laurent has designed a typology of possible investments from the least desirable to the essential. 
1)      Aspirational
2)      Shoehorn
3)      Compliance
4)      Profitable
5)      Salvation

Laurent describes his numerous investments and how this framework has helped him deliver consequential returns.