According to the DOE (see this excellent powerpoint [PDF] by the DOE Solar America program), U.S. electricity demand will grow by 386 terrawatt hours by 2015.

According to the EPA, those new electrons won’t come from coal. And there’s no way nukes could come on-line fast enough, even if they got their way.

Where are those electrons going to come from?

I don’t give investment advice. But those electrons have to come from somewhere. And solar stocks are at an all-time low. I’m just saying.