As investors seeking to profit from a systemic transition in the global economy from a high environmental impact footprint to a low environmental impact footprint, we are continuously returning to a framework for analysis defined by the dual economic and environmental sustainability constraints. Within that framework, there are additional constraints created by regulation, technological, politics, and geopolitics. A holistic understanding of these constraints helps us focus on the facts on the ground; it helps us understand what is instead of just understanding what people think ought to be.