I don't see any viable alternatives on the 2 year horizon.
While I agree with what you said about CA energy problems being man-made, I think the rising costs of fuels will be something the entire country will have to contend with. More or less, Economics 101, with demand far exceeding supply. I have no doubt that this will spark a great deal of activity in terms of alternatives, and should make for some good investing/trading opportunities.
I'm thinking we're in inning 1or 2 of a ramp-up cycle that'll last a few years. It's been a long time since our country invested heavily in the energy infrastructure, which oddly enough has been created by an ever increasing dependence on technology. Strange bedfellows...but tech needs "juice," and with the Bush/Cheney team running the country, I believe that angle will be exploited to it's full potential.
Donna
Market Data 
Markets 
AI
