OPPORTUNITY BANGING

This article reflects the knowledge, filtering into investor awareness, of huge openings. And it doesn't even take notice of wind. More on wind at WINDPOWER 2007 starting Sunday, June 3, in Los Angeles.

The Biggest Economic Opportunity of This Century
Jack Urich, May 29, 2007, updated (Motley Fool)
High-Tech Guru John Doerr Goes Clean-Tech
WHO
John Doerr, Silicon Valley Venture Capitalist (VC), who picked Symantec, Amazon and Google, among others.

WHAT
According to Doerr, Cleantech is "…the biggest economic opportunity of this century…"

WHEN
Right now, today’s marketplace.

WHERE
The usual markets.

WHY
- Global warming is real. Doerr's cleantech investment bets are based on his explanation of how cleantech can help address global warming.
- Four steps provide a framework for how to invest in cleantech:
1. Doerr: government mandatory goal of 25% greenhouse gas reduction by 2010. Urich: unlikely but controls are coming from companies. Examples: Duke Energy & IBM pushing for caps
2. Doerr: Adopt renewables. Urich: Suntech Power, MEMC Electronic Materials, Trina Solar, United Solar Ovonics/Energy Conversion Devices
3. Doerr: Reinvigorate biofuels. Urich: Archer Daniels Midland, VeraSun, Andersons, Aventine Renewable Energy Holdings, US BioEnergy
4. Doerr: CO2 removal technology. Urich: Headwaters’ nanoparticle catalysts, DuPont.
- Funds: PowerShares WilderHill Clean Energy (PBW), an exchage-traded fund. Also: FPL Group and Siemens, not pure cleantech plays but sizeable positions in wind and solar power.


QUOTES
“The bottom line is that, like Doerr, our Motley Fool Rule Breakers team believes cleantech will be huge. And while there will be many technologies and companies taking part in the solution, Fools should be strategic about how they want to approach the opportunity. After all, just because the opportunity is big doesn't mean everyone's profits will be, too.”