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Smart Grid Gold Rush
June 11, 2009. This month's
Discover Magazine explains why the smart grid might be the hottest clean-tech niche
of the coming decade. The article is available only to subscribers, so I'll reprint
part of it here:
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A Taste of Things to Come
May 28, 2009.
The past month’s stock
market bounce was probably of the dead cat variety, but it did accomplish one thing: It showed
the world how clean tech stocks will behave in a bull market. Check out the following
list: Now, all of these companies have three things in common, and understanding these
commonalities will be key to playing the sector going forward. 1) They’re in clean tech
fields that are here and now rather than prospective. Smart grid, geothermal, solar, and
green building are all fields where the technologies, though still progressing, are ready
for market and generating orders and cash flow. Fuel cell makers and biofuel stocks aren’t
behaving nearly as well because their technologies are still a few years from market.
2) They’re the leaders in their respective fields. First Solar’s thin film solar panels
have the lowest cost per watt and the company has proven its ability to deliver in quantity.
So even in a glut of
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