Who will be the winners of the coming crunch? I'll list 5, then I'll stop babbling.
1. Developers of fabrication techniques. There are ways of "printing" objects in research. It sounds like Star Trek but it will allow manufacturers to create any component they need (within limits) from a stored design rather than having long supply lines stretching oceans apart.
2. Organic farmers. They don't use conventional fertilizers, pesticides, etc so their operating costs are lower and they are not slaves to Monsanto. They will still need to move their organic produce to market, but they will have a leg up on their conventional friends.
3. Manufacturers of mass transit infrastructure. When regions get serious about providing alternatives to sitting in traffic on the highway, look for producers of trains and streetcars to profit.
4. Manufacturers of small, fuel-efficient vehicles. Toyota, Honda, VW come to mind. GM just doesn't get it.
5. Solar panel manufacturers. It is now possible to install rooftop solar panels and substantially decrease one's dependence on the electric grid.
Everyone else, please add to the list. I need to design my investment strategy










