This morning we got great news from Renesola (SOL), the world's biggest recycler of scrap for solar panel manufacturing, reported blowout numbers.

I like thin film -- demand is off the charts for the stuff, allowing First Solar (FSLR) to break out at last. I think it goes higher

Or how about the big plan announce this morning by Scottish & Southern Energy to build a gigantic sea wind park, with a capacity of 500 megawatts. That's baseline power, not peak, and it will be done by 2011. More business for Fluor (FLR), which is a pro at this, and for the composite makers of wind blades. Think Owens Corning (OC).

Or how about the big plan announce this morning by Scottish & Southern Energy to build a gigantic sea wind park, with a capacity of 500 megawatts. That's baseline power, not peak, and it will be done by 2011. More business for Fluor (FLR), which is a pro at this, and for the composite makers of wind blades. Think Owens Corning (OC).

Meanwhile, we have a nice pullback in the natural gas stocks that won't last post-Encana (ECA). Oil at $124 means natural gas going to $18 for parity. Unstoppable. These trends are real and profitable and must be played. They will not quit even with oil over $100.