Importing the majority of America’s energy needs is not an option for the next president, says energy and oil expert Byron King. Higher capital costs for nuclear and coal-based energy projects relative to wind, solar and geothermal development will favor these ‘green’ technologies. The possibility of caps on carbon emissions will also weigh heavily on the coal industry.

It’s too early to tell whether Democrats or Republicans will make history in November. But no matter who gets elected, the next president will be good news for alternative energy stocks, says Taipan Daily editor Justice Litle.

If Obama wins, greens will have a powerful upper hand.

If McCain wins, his administration will be on a war footing with Russia from day one. This will push up the price of oil and gas  – and favor alternative energy sources. Justice says the “fear premium” under a President McCain would push crude oil back up to $150 a barrel.

Taipan Publishing’s Justice Litle says solar energy in the U.S. is about to take off.

Goldman Sachs (NYSE:GS) is buying up tens of thousands of acres of empty Nevada desert. And industry experts forecast a $45-billion market developing over the next decade, with Nevada at the heart of it.

As momentum builds, Justice says there will be big profits up for grabs for investors with their fingers on the pulse.

Have you ever heard of the efficient market hypothesis? The basis of the hypothesis is that stocks trade based on all known information. In other words, there is never news that the market hasn’t already priced in. The implication is that the market is never inefficient.

Dan Denning says Australia is the buckle on the global sun belt. This makes the country perfect for solar energy projects. Like the one recently announced by Worley Parsons (ASX:WOR): the Pilbara solar project…

Monday’s alt energy results can be summed up in four words: Solar shines. Fuels flop.

Quarterly earnings tripled for Chinese solar maker LDK Solar (NYSE:LDK) on soaring demand for solar power, while ethanol producer Pacific Ethanol (NASDAQ:PEIX) reported a wider-than-expected loss on surging corn prices.

J. Christoph Amberger in Today’s Financial News says these results create a great opportunity for investors. Yesterday, shares in LDK Solar rose 15 percent. And J. Christoph reckons solar maker ReneSola (NYSE:SOL) may now do the same…

General Electric Corp. (GE) is strengthening its commitment to clean energy with a $230 million (150 million euros) investment in Spain’s Fotowatio. The investment, made through GE’s Energy Financial Services unit, will amount to a 32% stake in the solar-energy firm.

The spot price of uranium has likely seen its low at a recent $57 and uranium stocks are cheap and unloved.

This sets up a great contrarian investment play, says Russell McDougal in Investor’s Daily Edge.

Russell says uranium stocks are oversold. But there are extraordinarily strong global fundamentals behind the uranium market.

If you are looking to take positions in tomorrow’s bull market… uranium stocks more than qualify.

Dan Denning in The Daily Reckoning Australia says the world is facing a global oil crunch. And new ’solutions’ like Canada’s tar sands and Colorado’s shale oil are actually hugely wasteful of energy. We need an real advance in solar technology, says Dan…

What will it take for the U.S. to get a stable and affordable energy supply? A lot, says Byron King. The country is still dependent on carbon: coal, oil and natural gas provide 87% percent of its energy.

It’s not just a question of renewable energy and nuclear – you need to factor energy efficiency in there too, as well as improving the grid.

And as the transformation occurs there will be plenty of opportunities to profit. SunPower (SPWR), the largest U.S. solar-panel maker, recently reported 2Q net profit of $28.6 million, or 34 cents per share, compared with a loss of $5.3 million, or 7 cents per share, in the year-ago period. Definitely one to watch…