While it might not look like it now, the most investable trend over the next 20 years is going to be in the resource sector, the renewable and non-renewable resources, the minerals, ores, fossil fuels and biomass.
Just when we need it the most the mining industry is starting to suffer a massive loss of accumulated wisdom, knowledge and field experience. This loss of experience, when combined with labor shortages, means future mineral output will be constrained.
Accessing a sustainable, and secure, supply of raw materials is going to become the number one priority for all countries. First rights of access to internally produced commodities and such privileged access from other countries will be sought.