More than two years ago, VCs started investing in Alternate Energy companies in anticipation of higher gas prices - little did anyone see this high a price so fast. So, if we look at other key trends, can we see areas of future growth and investment? How about these ones:
1. Clean air - This the emerging markets of India and China spewing out pollution (the gas has to go somewhere), technologies to clean the air would be a pretty good bet.
2. Clean water - With the world's populations still growing and water already pretty scarce, "creating water" should be a pretty good bet too.
3. Efficient commercial transportation - Anyone think the trucking industry is efficient? If not, what will replace it? Rail is likely but they really haven't done much to improve scheduling and speed. So, two bets here: better scheduling of transportation (if the unions allow it); new modes of transportation;
4. New (lighter) materials; Any movement of goods and people tend to involve heavy objects - what about making those things lighter (cars, trains, airplanes, etc.)
Keep in touch.
DC
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