Alternative Energy Investments

The oil market is not the only one looking up.other fuels. Shrewd investors could buy shares in
Alternative fuel stocks are also attracting manyU.S. coal producers, including the two biggest,
investors. Because oil and gas are expensive,Peabody Energy Corp. and Arch Coal Inc., both
Americans are looking for cheaper nonfossil fuelbased in St. Louis, Missouri. Coal companies have
and that demand is boosting the alternative fuelprofited from the current oil boom.Investing in
stocks as well. This is especially good for anyonecoal doesn't mean that Big Oil isn't safe anymore.
who cares for the environment -- the greens. IfIt only means that you are on much firmer
you consider yourself an environmentalist or aground when you have a diversified portfolio. If
preservationist, this is perfect for you, for youyou look at both types of stocks, the difference
are now able to support efforts to preserve theisn't large. Exxon Mobil, for instance, returned 36
environment while at the same time profitingpercent to its shareholders in market appreciation
from those efforts. It's a win-win situation.and dividends in 2005 and BP returned 21 percent.
Consider this: Pacific Ethanol Inc., a smallPeabody Energy stockholders, meanwhile, did far
ethanol-producing company started in 2003 by Billbetter in the same time period. They more than
Jones, the former secretary of state for thedoubled their money, and Peabody shares have
state of California, has trebled its stock price onrisen more than three and a half times since the
NASDAQ to about $30 a share within a year ofcompany's initial public offering in 2001. Arch Coal
going public in March of 2005. Like many otherstock returned 65 percent in 2005 as well.Coal
similar renewable fuel start-ups, millions of dollarsproducers have benefited from increased demand
in private equity money are being thrown atfrom power plants and steelmakers in the United
Pacific Ethanol like the world is coming to an end.States, China, and India. Massey Energy Co. of
Billionaire Bill Gates, the chairman of Microsoft, isRichmond, Virginia, for instance, said its average
one of those investing in renewable fuel stocks.selling price for coal used in steel-making jumped
Gates' investment company, Cascade38 percent in 2005. Consol Energy, Inc. of
Investment, has agreed to pump $84 million inPittsburgh, the third largest U.S. producer, plans a
Pacific Ethanol.The U.S. government has$500 million mine expansion to keep up with
recognized alternative fuel as the fuel for theorders.Soaring prices for natural gas have given
future and has included a number of taxcoal demand another lift. Many electric power
incentives in the Energy Policy Act of 2005, theplants have switched from gas to coal, which
energy law signed in the summer of 2005, tocosts about half as much. In the spring of 2006,
spur growth in the alternative fuel sector. If youDuke Energy Corp. closed on a deal purchasing
haven't already, you should give alternative stocksCinergy Corp. for about $9 billion, in large part
a try as it will make you feel morally stronger. It'sbecause of Cinergy's coal-fired plants.Back to oil,
been nearly three decades since efforts towe've also seen that the market has been good
promote alternative fuel floundered after theto minnows as well. In fact, some smaller oil
1973 oil crisis, but it's making a comeback. Still,companies also have outperformed the giants. For
alternative fuel remains a small industry, with smallinstance, Apache Corp. of Houston produced a
cap companies dominating. Since 2005, 15 of the12-month total return of 51 percent for its
36 companies in the WilderHill Clean Energy indexstockholders, helped by increased first-quarter
have made huge profits. That includesselling prices of 51 percent for crude oil and 11
hydroelectric power and wind energy, solarpercent for natural gas. Apache recently bought
energy, and fuel cells.Some of the mostproperty from Shell, BP, and Exxon Mobil and its
successful companies in the renewable fuel sectorprofit rose tremendously in 2005. Oil transport
are huge conglomerates, like General Electric andcompanies have not been left behind. Overseas
Germany's Siemens, and also big oil companies,Shipholding Group of New York made an
like BP, that are hedging their bets. Investing inacquisition in 2005 that made it the world's
these companies offers a chance to own a cleansecond-largest oil tanker company. The bigger
energy stock. Here's some information about GEfleet, combined with higher tanker rates, boosted
worth knowing: It made close to $2 billion in salesthe company's 2005 earnings by about 40
from production of wind-powered turbines inpercent. The world's biggest owner of oil tankers,
2005, treble what it made from that business unitTeekay Shipping Corp. of Vancouver, Canada,
in 2002. However, that's only 1 percent of GE'scapitalized on high energy prices in yet another
revenues.There's a lot of hope that alternativeway. In the fall of 2005, Teekay raised $132
fuel technologies developed by some of themillion through the public sale of a 20 percent
smaller companies will become commercially viableinterest in Teekay LNG Partners LP, whose ships
and help support the sector. As a result, stockscarry liquefied natural gas and crude oil.Is it too
for these companies are expected to soar.late to buy energy stocks, large or small?
WilderHill Clean Energy Index gained 26 percent inBlackRock, Inc., which manages $391 billion,
the past 12 months alone, compared with 50doesn't seem to think so. It reported to the SEC
percent for oil. That's not bad, considering this isin late summer of 2005 that after $870 million in
not an established sector in the Unitedpurchases, it owned stakes in Peabody, Arch,
States.Moreover, since continued oil supply isConsol, and Massey ranging from 3.3 to 8.8
uncertain, a lot more consumers are going to turnpercent. The money manager also has a 4.7
to coal, which is abundantly available in the Unitedpercent stake in Newfield Exploration Co., an
States, China, and India. Coal used to be frownedoil-and-gas company that returned 49 percent to
upon because of its dirt, but technology hasits shareholders in 2005.
improved enough to make it just as clean as