Great stuff from Joel Makower about the new energy companies:

Who else could become an "energy company"? Almost anyone who makes metals, plastics, advanced materials, or coatings. Software companies, who may write the code that weaves the cacophony of energy producers into a harmonious system. Big-box retailers, whose spacious, flat roofs could collectively become solar farms for the surrounding community. And, by extension, big real estate developers — of malls, warehouses, industrial parks, and other large complexes — creating microgrids of solar, wind, geothermal, fuel cell, and other energy sources. Some of these players already are emerging, with many more still to come.

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