La revolución de los recursos

SAN FRANCISCO – El mundo está en el umbral de la oportunidad de negocios más grande del siglo, que podría estar al nivel tanto de la primera Revolución Industrial, que transformó la productividad laboral, como de la segunda, que movilizó sumas de capital récord para construir ciudades. La nueva revolución se centra en el tercer factor primario de producción: los recursos naturales.

La revolución llega justo a tiempo. Después de siglos de prácticas de consumo y producción derrochadoras –facilitadas por precios de las materias primas cada vez más bajos que han disminuido en promedio 0.7% anual en tiempos de paz en el último siglo– el mundo necesita urgentemente tecnologías que permitan a productores y consumidores por igual hacer más con menos.

La situación es más apremiante si se toma en cuenta que la extracción de recursos se vuelve cada vez más onerosa, pues la producción vira a lugares que presentan difíciles desafíos logísticos–y a veces políticos. Mientras tanto, los niveles de contaminación del aire, agua y suelo están aumentando rápidamente en China, India, Indonesia, Brasil y otras economías emergentes.

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