The buzzwords, renewable-energy, alternative-energy, and alternative-fuels, are great and altruistic, but we need more near term answers. When our electricity goes out, our first concern is to get it back on regardless of the source. I doubt that, no matter what the politicians want, I will be driving on saw grass, garbage, or hydrogen anytime soon.
What is going to happen near term is an increase in coal usage and a build up of coal-to-liquid, [CTL], plants. Already lawmakers are proposing CTL regulations and guide lines. US Rep Rich Boucher is a strong proponent of coal-based fuels. He and others from Virginia and West Virginia have CTL high on their to do list.
The conundrum at play here is increased coal usage versus environmental concerns. That is where Headwaters Inc. (HW) comes in. It is located in Utah with logistical infrastructure through out the US. With out getting into reagents and nano-catalyst applications, it is one of the largest providers of technology used in coal cleaning and CTL conversion. The stock has been beaten down recently which makes it a bargain.
Disclosure: Author owns HW stock.