This kind of sensitivity makes many of the solar stocks a risky bet on the downside.

FORBES: Evergreen Solar Bankruptcy Illustrates Toxic Mix Of Debt, Falling Solar Prices

With the recent tragedy in Japan likely to stall plans for further deployment of nuclear power, and alternative energy sources such as solar, wind and geothermal still in their nascent stages, we anticipate years of price sensitivity.

FORBES: Research Summary: Enterprise Energy & Carbon Management Solutions