No Matter Who's Elected, Alternative Energy Wins

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...That shift in the risk matrix would put global slowdown on the back burner of oil traders’ minds and make supply disruption worries a key factor once again...Which, in turn, would send the price of oil climbing back towards $150 as the fear premium heats up... keeping the pressure on to find and fund alternative energy solutions.

...From an investment trend standpoint, though, at least one thing seems certain: No matter who gets elected, alternative energy wins...

History buffs are excited because 2008 will be a landmark year for the White House, no matter who wins. Here’s why alternative energy investors should be excited, too.

If Obama wins, the “greens” will have a powerful upper hand.

An Obama administration will be deeply beholden to the “greens” on multiple levels. Party players, green lobby interests, and grass-roots supporters will create a powerful alignment.

...Green lobbyists and grass-roots supporters will not be shy in holding the Democrats’ feet to the fire if they win. With control of both the executive and legislative branch, there will be an overwhelming sense of “If not us, who? If not now, when?”

As for who will pay for the tens of billions (or even hundreds of billions) in green subsidies if Democrats win, that’s easy: Big Oil. (Three words: windfall profits tax.)...

If McCain wins, the oil and gas “fear premium” will be back with a vengeance...

McCain’s habit of making light of serious things has raised eyebrows in the past. (Like when he sang “Bomb, bomb Iran” to the tune of the Beach Boys’ “Barbara Ann.”)

And when it comes to Russia, the famed McCain temper comes into play... because the man simply hates Vladimir Putin’s guts...

Make no mistake; the “new energy cold war” has already begun. On Monday, the UK Telegraph reported, “Fears are mounting that Russia may restrict oil deliveries to Western Europe... in response to the threat of EU sanctions and Nato naval actions in the Black Sea.”...

That shift in the risk matrix would put global slowdown on the back burner of oil traders’ minds and make supply disruption worries a key factor once again...Which, in turn, would send the price of oil climbing back towards $150 as the fear premium heats up... keeping the pressure on to find and fund alternative energy solutions.

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