Another interesting play is FuelCell Energy (nasdaq: FCEL - news - people ), whose main business is fuel cells for stationary powergeneration, such as in a factory or large building.
Bethesda, Maryland, is developing solid oxide fuel cell generators that will replace reliance on traditional battlefield power solutions and potentially reduce the fuel required for tactical generation of electric power by half or more.
Potentially through a carbon tax, it could create greater certainty in fuel pricing to make natural gas and renewables a better option than coal forpowergeneration.