Two new articles piqued my interest today for their bullishness on cleantech, renewable energy, and alternative fuels. In the first, Michael Butler of Cascadia Capital lends a macroscopic overview of the economic opportunity for new energy technology from an excerpt of an upcoming book Financing the Future and the Next Wave of 21st Century Innovation. Butler brings organization and a seasoned investor’s 
perspective to the cleantech sector – breaking down the separate needs and opportunities of the solar, wind, bio-energy, energy storage, clean water, energy efficiency, green building, and smart grid sub-sectors.
Private Equity HUB – Energy Markets Confront the Post-Petroleum Era
In another article, technology and environmental journalist Todd Woody rolls up his perspectives on the solar power startup world following Nanosolar’s recent $300 million private placement that scored a long-term agreement to supply power cells to AES Solar, whose parent company was a primary investor. There’s a lot of growth expectations in this sector, and valuations are resembling sky-high options 
speculating on a few winners of an unconsolidated market. Importantly, these growth expectations are not just for the traditional industrials or even the semiconductor stalwarts; these growth expectations are being plowed into startups and growth-stage venture firms. Read all about it at Todd’s Fortune.com blog, The Green Wombat:
Thin-film solar startup scores a fat $300 million
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