I’ve been wrong before, but I don’t see alternative energy destroying fossil fuels as long as gas is +/- $2. My guess is we’re at LEAST one more boom cycle away from it. But I don’t think I’m a long term holder of the sector any longer.
In my business, after Katrina, every single home buyer’s #1 concern was energy efficiency. Insulation, SEER ratings, window performance, solar and wind generators.... I haven’t heard a single question about any of that from a customer in 5 years.
