Solar power, which is much more expensive than other forms of power generation, would become more competitive if lawmakers tax or price carbon-dioxide emissions.
California and Florida plan to require the carbon content of tailpipe emissions to drop by at least 10 percent by 2020. That won't help just Toyota and its hybrid vehicles. Tenneco, a U.S. automotive-parts supplier of emission-reduction technologies for diesel-fueled engines, could benefit, Citig...
Federal regulations requiring growing use of ethanol by gasoline refiners have boosted the fortunes of countless ethanol producers.
Advocates for nuclear power believe their time has come. The Bush administration has been pushing for a nuclear power revival, and the Energy Policy Act of 2005 contains powerful financial incentives, especially for the first half-dozen plants.
There is a giant backlog of orders for wind turbines. Most manufacturers have enough orders to keep busy through 2009. Gearboxes, blades, castings and bearings are all in short supply.
New climate legislation would encourage the use of more energy-efficient compact fluorescent light bulbs. If one-fifth of the world's bulbs were replaced by 2030, carbon dioxide emissions would drop by about 400 million tons, experts said.
If Congress and the White House agree on legislation that puts a price on carbon dioxide emissions, utilities that have a lot of nuclear power capacity, such as Exelon, could benefit from being able to sell carbon-free electricity.
The natural-gas emissions of carbon dioxide are far lower than those of other fossil fuels. That should keep demand strong for domestic natural gas producers and importers of liquefied natural gas.