We all know about the challenges Barack Obama faces as President elect. But David Fessler says he also has an incredible opportunity to “turn the recession ship around.” David selects seven companies in the infrastructure and clean energy sectors that will profit most from an Obama ‘New Deal’.

The election last night of Barack Obama to the White House has many green investors cheering, but their elation may be short-lived. For one, the ROI of alternative energy is still pegged to the price of fossil fuels. Second, environmentalists may find themselves at cross-purposes with one faction leading the charge for a greener grid while the other seeks to protect endangered species and offshore territory from solar arrays and wind farms.

Incoming president Barack Obama is expected to increase spending and provide new incentives to develop alternative energy. This provides a great opportunity for investors, says Sara Nunnally. She expects international companies like Acciona SA (MCE:ANA) from Spain to play a major role in expanding clean energy in the US.

Tom Bulford says clean technology could become the “next big sector”. A growing awareness of environmental problems means huge investment in the industry over the coming years. And that means plenty of exciting start-up opportunities…

How will the stock markets respond to a new US president? Martin Delholm says the impact will be less than some people expect. But some sectors will benefit from a regime change. With Obama the clear favourite to win, Martin recommends three clean energy stocks likely to gain from new subsidies.

Nuclear energy is back on the agenda in Britain – and uranium stocks will feel the benefit. The BBC reports that up to 14 new power plants could be commissioned, while 23 existing plants are to be replaced.

In Taipan Daily, Irwin Greenstein examines another country looking to uranium as a source of clean energy, with potentially significant implications for the market:

As if there weren’t enough issues plaguing the world’s oil supply, hurricanes are now back on the list.

Costs for solar thermal energy will be cheaper than coal as soon as 2020, according to a report from the US Department of Energy, making one solar ETF a great way to profit.

Google, Chevron and Goldman are all betting that this prediction is correct. This from Bloomberg:

Unlike photovoltaic solar panels that convert sunlight to electricity, solar thermal focuses sunrays with mirrors to heat oil in glass pipes to about 700 degrees Fahrenheit (370 degrees Celsius).

The PowerShares Clean Energy ETF (PBW) debuted in April 2005.

Earlier this week, Andrew Mickey explained how the time has finally come round for the liquefied natural gas (LNG) market. Today, Chris DeHaemer of Crisis Trader further explains why the world is worried.