Joel Makower, writing for World Changing, suggests that Wells Fargo Private Client Services has just published a pretty good primer on alternative energy resources (hydro, wind, solar, hydrogen, biomass, and — yes — nuclear), along with an analysis of their respective advantages, disadvantages, and outlooks.
The Executive Summary suggests diversification across three tiers of opportunity.
First, you may want to consider large established companies that are operating in established growth markets, such as nuclear, hydroelectric and wind energy.
Second, there are small (and some large) publicly listed companies in developing energy technologies such as biomass, solar and fuel cells.
The third tier is privately held, non-listed companies developing experimental technologies such as nanotechnology-based solar panels.