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Via Long Investment Ideas from Seeking Alpha:
I'm more than a little obsessed with finding investments which will increase with the price of oil, but not contribute to global warming. This is quite tricky, because most forms of renewable energy produce electricity, which we cannot use in our current fleet of cars. Biofuels (even cellulosic) can be used in cars, but are limited by supply of feedstock, and by the environmental degradation that growing and collecting biofuel feedstocks can cause. Not to mention the impact on food prices (despite the fact that this may help poor farmers even as it hurts poor city-dwellers.)<!--more--> A Drastic Peak Oil Scenario
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