$7Trillion per year.  That's the big difference between the clean energy market and other rapid growth phases like the internet bubble.  In the internet space, or software or computer hardware, people have been competing aggresively over a potential future total market size of $10 Billion or $100 Billion.  $7,000 Billion currently changes hands every year to deliver energy to users around the world.  This "bubble" is like no other we've seen in a long time since it's playing in a real market and a huge market.  And it's only just begun, with renewable energies having 1% of the market; they can grow at 30% per annum for many years.  At this rate, market saturation might begin to occur in the late 2020s.  Furthermore, the economics of renewable energy are now competitive with "conventional" energy and continue to improve relentlessly.  "Conventional" energy forms dominate because of huge momentum and installed capital bases, but the renewables are shaping up to be fundamentally better mousetraps.  This spells fantastic profit opportunities for a game-changing industry. 

The old paradigm has made demand a lot fatter than necessary. The financial crisis will end up with is much less demand. Energy efficiency is one of the most important Clean-Tech opportunities for a sustainable world, which like distributed resources are located on the demand side, not the supply side.

In order to be able to change the world on a firm footing, Clean-Tech needs to address first the electricity restructuring issue to enable the digital era raise the plateau level of the power industry. That will only happen with business model Clean-Tech innovations that replace the obsolete price controls business model highly risky bets that regulators are now doing on the retail market. In order to avoid throwing good money after bad money, please take a look at the article EWPC Blog's First Year Anniversary: Electricity for the Digital Era to learn about it.