In last week's State of the Union address
, U.S. President Barack Obama
issued a national challenge: Take the 11.5% of the U.S. electricity that emanates from clean-energy sources and boost it to 80% by 2035.
As with any game-changing direction - landing a man on the moon in a decade, bringing an end to the Cold War, curing cancer, or weaning our economy off of coal and crude oil - leaders such as President Obama provide the enticement.
But the market has to figure out how to get it done.