vboring

Infrastructure: The Next Bubble?

also, since wind RE projects are generally very capital intensive, they will benefit from low interest rates.

they displace oil consumption, so a weak dollar and expensive oil helps them.

add in their positive image and wealthy baby boomers who prefer to invest green and a renewable energy bubble looks almost inevitable.

Infrastructure: The Next Bubble?

infrastructure in general might not be a bubble, but renewable energy easily could be, especially in markets where CO2 offset credits have been created.

in some markets, such as the pacific northwest, there is little need for additional electric generation capacity, but renewable energy mandates in Washington and California require that the plants be built. add to this the belief that CO2 offset credits will be worth something and you have room for both rapid growth and speculation within the renewable energy sector of infrastructure.