China's demand for electricity will only increase as its economy expands, heightening the need for additional power generation capacity.

All the controversy about hydraulic fracturing leads some investors to believe that Congress is ready to ban the technique. But these fears are overblown.

The industrializing world is bulking up on hydroelectric power, developed nations need to rebuild and modernize existing facilities. Here's how to profit.

There are two primary drivers of global crop demand: increased demand for biofuels and dietary shifts in developing countries. Both demand drivers favor higher prices next year.

Economic growth in developing nations is behind a change in global diets of epic proportions, the likes of which the world hasn't seen since the Agricultural Revolution of the 18th and 19th centuries.

As long as these companies are locked into such immutable, transcendent trends, long-term success is inevitable. And we’re going to make a lot of money buying and holding them.

Alternative energy companies are probably getting the most attention as potential beneficiaries of HR 2454; after all, the use of these technologies would be mandated by the RES, and putting a price on carbon tends to make energy sources that don’t emit carbon more attractive. But don’t go overboard; the bill isn’t a legitimate reason to aggressively buy alternative energy stocks.

Geothermal energy will never take over the world. But it’s already a profitable business for its leaders. Only a fraction of the globe’s opportunities have yet been tapped in. And developers enjoy enormous tax advantages, including here in the US, where the Obama administration has enacted favorable new rules.

If you don’t change the distribution model, you can put up all the solar/wind/wave systems you want, but you don’t have a game changer. It’s like inventing toothpaste but not having a tube to put it in.

Coal-fired power plants still produce roughly half of America’s electricity, however. Mr. Obama’s clean coal push is a tacit acknowledgement that achieving energy independence without it is literally impossible, even with an unprecedented effort in renewable energy and energy efficiency.