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Re CAT recommendation, I think you will find some of the Oil sands etc uses Terex equipment, like the TEREX O&K Excavators. Even the Wind power needs there cranes and crushers to install them.
Oct 19 09:25 am
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All Comments by William Davison »A Crude 10 Year Perspective: The DJIA, Oil and Gold [View article]
ABB makes the Smart grid equipment to connect up the Wind power to population centres. Both ABB and Siemens are do HVDC but I suspect ABB is the purer play here. Grid companies like National grid should benefit and are fairly defensive with good dividends.
In the 1970's the oil service companies did far better than the majors, one I particularity like is Lamprell Plc (LON:LAM) based in middle east and still valued at under half it was before the crash.