You know green has gone mainstream when military contractors talk about it.
Wednesday, Lockheed-Martin executives will outline the company's strategy with regard to alternative energy, energy storage, and efficiency. (More at this link here. We initially said tomorrow. We regret the error.)
Lockheed, Bechtel and other mainline contractors have long been on our list of alternative energy companies to watch. Although startups often come up with innovative, clever ideas, it will be up to these large outfits to transform the concepts into reality. They are the only ones with the technology, talent, time and money. Lockheed has employees who've spent more time in land use hearings than probably all of the solar startups put together.
So far, Lockheed hasn't seen unimpeded success. It signed, and then cancelled a deal to build at 290 megawatt solar farm with Starwood. Clearly, though, that's not the last deal for the company.
As a result, expect to see green become a barbell market: A lot of small companies competing to get acquired or sign strategic alliances with large companies. And in the middle you'll see First Solar.