Global energy demand will rise around 34-41% in the period to 2035 (depending on whether you take BP's view or IEA's), shale will develop to make the US self sufficient {as it's demand for oil settles down (in part due to vehicle fuel moving toward bio-diesels and cleaner fuels)}. 65% of growth will come from Non-OECD Asia and 10% from the middle east...

So if you are looking to make a return on your investments perhaps it's worth looking to invest in companies that are going to fuel the 'beast' and support the hunger in the east.

Even with such high growth levels we will still see a fall of around 15% in the mix for fossil fuels as they are replaced with low-carbon nuclear and renewables. Fossil fuels will still feature heavily on the menu however but oil will become the slowest growing fuel, and natural gas will be the fastest..

Some low risk schemes to look out for include share schemes in wind such as those recently delivered in Germany; a couple of £m in shares went within a day in a recent float.

Subsidies in the renewables sector are already at $101bn and are expected to expand to around $220bn by 2035 to encourage and support deployment. At the same time the red tape around extraction and delivery of renewables is starting to loosen such is the desperation of the situation. I bet you never thought you'd see an anaerobic power station or a wind turbine so close to your house? It's happening!

Finding a way to invest to achieve a return whilst supporting the UK's movement to being self-sufficient is clearly a patriotic and tangible investment. You'd not invest in a suncream manufacturer in the UK if you could get the same stock in Palma Airport? But perhaps the government subsidy can drive the investment home- after all when you look at the volatility and intra-day movements in the markets when Russia and Ukraine went head-to-head we'd rather be in control of our own finances?

One of the issues with renewables for us in the UK is the way in which they land back on the bill after they've been installed. By taxing usage we are able to subsidise our production but how long this cycle can continue is left to be seen- there is danger that we cripple some of our UK production and further encourage overseas growth or a movement to foreign lands (if not for tax breaks for relief from energy levies).

So with so much going on if your looking to spice up your pension pot investing diversely across a range of technologies and potentially geographically you can perhaps see returns above the market.