Chapter 1 - Clean Energy Investments and Performance: The Show Has Just Begun

Clean Energy Business Startup

Angel Investing

Venture Capital

Publicly Traded Stocks

Clean Energy Stocks Listed Outside the United States

Large-cap Stocks

Global Petroleum Companies

Clean Energy Exchange-Traded Funds (ETFs)

Green Mutual Funds

Global ETFs and Green Mutual Funds

Futures and Options

Investment Criteria for Publicly Traded Stocks

Valuation and Bubbles

Clean Energy Stock Performance

 

Chapter 2 - Catalysts for the Clean Energy Industry

Fossil Fuel Negatives: Pollution, CO₂ Emissions, Cartels, Price Spikes, and Rising Prices

Energy Security

Growing Global Energy Demand

Greenhouse Gas Emissions and Climate Change

Clean Energy Technology Improvements

Demand for Distributed Power Solutions Due to Grid Unreliability

Rising Electricity Prices

Could the Clean Energy Movement Fizzle if Oil Prices Plunge?

Clean Energy Catalysts: Investment Conclusion

 

Chapter 3 -The Government Push: Strong Enough to Get Clean Energy to Fossil Fuel Parity?

Types of Government Clean Energy Incentives and Mandates

Renewable Energy Targets Worldwide

Government Clean Energy Support Initiatives in the United States

A Post-Kyoto Carbon Emissions Framework

 

Chapter 4 - Clean Energy Potential: Double-Digit Growth for Decades

Overview of Global and U.S. Energy Flows

Overview of U.S. Electricity Generation Sources

Fossil Fuel Market Size: Even a Nose Under the Tent is Worth Billions

Renewable Energy Forecasts

 

Chapter 5 - Solar Power: The Sky is the Limit

Solar Thermal Power

Solar Photovoltaic Power

Solar Power Industry Growth Rates

Demand Generated by Government Incentives and Regulation

Solar Power Pricing and Competitiveness

Solar Power Pricing and Competitiveness

Upstream Solar Players: Polysilicon & Wafer Producers

Thin Film Threats to Crystalline Silicon Solar Cells

Upgraded Metallurgical Silicon (uMGS): A Threat to Traditional Polysilicon Producers?

Solar PV Cell and Module Producers

The Outlook for Solar Cell/Module Manufacturers

Investment Criteria for the Solar PV Industry

 

Chapter 6 - Wind Power: The Dutch Windmill Gets a Technology Makeover

Advantages and Disadvantages of Wind Power

How Do Wind Turbines Work?

Technological Developments

Offshore Wind

Industry Growth Rates and Prospects for Future Growth

The Economics of Wind Power

Government-Sponsored Incentives

Wind Industry Issue: Component Shortages

Wind Industry Player

 

Chapter 7 - Fuel Cells: Present & Accounted for in Some Applications Already

Advantages and Disadvantages of Fuel Cells

What is a Fuel Cell? Overview of the Technology

Fuel Cell Industry Analysis: Industry Players

Fuel Cell Industry Target Markets

Commercialization Challenges

 

Chapter 8 - Geothermal Power: Dante’s Contribution to Clean Energy

Advantages/Disadvantages of Geothermal Power

Geothermal Resources

The Extraction of Geothermal Energy

Geothermal Power Plant Systems Under Development

Geothermal Heat Pumps

Economics of Geothermal Power

The Future of Geothermal Energy

 

Chapter 9 - Cleaner Utilities: Teaching an Old Dog New Tricks

Green Power Marketing Programs

Renewable Energy Certificates

Sources of Renewable Energy

Methane Gas Extraction

Companies Operating in Biomass and Biogas

Wave and Tide Power

 

Chapter 10 - Power Efficiency: “The Cheapest and Most Available Source of Energy Is the Energy We Waste”

Efficient Appliances

Efficient Lighting

Efficient Buildings: Green Buildings

Companies Involved in Building Efficiency

 

Chapter 11 - Smart Meters: Getting Smart on Grid Efficiency and Reliability

Smart Grid

Demand Response as a Power Efficiency Solution

The Role of Smart Meters

Demand Response and Advanced Metering

Benefits of Smart Meters

Current Smart Meter Usage

Advanced Metering Costs and Benefits

Southern California Edison’s Business Case Experience for Advanced Metering

Interoperability and Industry Standards

Global Demand Response

U.S. Regulators: Generally Positive Toward Advanced Metering

What Is Ahead for the Smart Meter Industry?

Industry Meter Penetration Rates and Upgrade Opportunities

Smart Meter Industry Growth Rates

Electricity Meter Market Shares

 

Chapter 12 - Power Storage and Backup Systems: When the Grid Just Won’t Do

Types of Direct Electricity Storage Systems

Types of Power Storage Systems

Target Market Sizes

 

Chapter 13 - Clean Transportation: Electric Hybrids Are Charged Up and Ready to Go

The Internal Combustion Engine: Can It Be Saved?

Alternative Fuels for the Internal Combustion Engine

Eliminating the Internal Combustion Engine

Hybrid Gasoline-Electric Vehicles

Plug-in Electric Hybrid Vehicles (PHEVs)

Hybrid and Electric Vehicle Players

All-Electric Vehicles

Clean Transportation Investment Conclusions

 

Chapter 14 - Ethanol and Biofuels: Long-Term Transportation Solution Or Flash in the Pan Until More Environmentally-Friendly Vehicle Technologies Take Over?

Biofuels: What Are They?

Advantages and Disadvantages

U.S. Government Support for Ethanol

Obstacles for the US Ethanol Industry

Brazilian Competition

How Far Can Ethanol Go to Replace Gasoline in the U.S. Transportation Fuel Supply?

The Future of Ethanol: Cellulosic-Based Ethanol

Ethanol Company Investment Analysis

U.S. Ethanol Indusry Market Shares

Ethanol Investment Conclusions

Companies Supporting the U.S. Ethanol Industry

 

Chapter 15 - Trading Biofuel Markets: Feedstock Frenzy

Ethanol

Corn

Sugar

Soybean Oil

Palm Oil

 

Chapter 16 - Big Coal—Meet Your New Partners: Cleaner Coal and Carbon Capture

Global Coal Usage

U.S. Coal Companies

Cleaner Coal Technologies

Cleaner Burning Coal

Coal-Fired Power Plant Pollution Controls

Coal Gasification and CO₂ Sequestration

Algae-based CO₂ Absorption

Coal-to-Liquid Transportation Fuel

 

Chapter 17 - Carbon Trading: Poised to Become the World’s Largest Commodity Market?

Trading European CO₂ Allowances

Causes of Price Movements

European Cap-and-Trade CO₂ Emissions Background Explanation

Chicago Climate Exchange

 

Chapter 18 - Investment Conclusions