Oil will rise significantly before it will fall significantly. XLE pays dividends and spreads your bets.

Water is the next oil, but water-related stocks are harder to pick -- with some exceptions -- than stocks in many industries, so an ETF is the way to go.

Developing alternative energy sources is a must, but betting on the right technology is dicey at this point. Ride the ETF wave here.

Best and biggest water-services-related company in the world, that I know of. An exception to the "hard to pick" generality.

Gold -- an exception to the "can't live without" criterion -- is a great hedge against inflation and panicked markets.

Great car company, pays dividends, is working on alternatively fuelled cars.