Editor’s note: In yesterday’s essay Marin explained the revolutionary changes happening in the clean energy sector. Below, he explains why this sector is about to receive a historic amount of government cash...

As I mentioned, many people see man-made climate change as the biggest crisis in the world today. It’s practically a religion for many people.Now, you may agree or disagree with all the talk about climate change and global warming. Personally, I’ve found that many “global warming” studies are based on incomplete or misused data.However, I’m not going to spend a minute trying to change anyone’s mind. I’m in the business of finding companies that will produce profits. I’m in the business of finding stocks that will go up.When it comes to making money with our investments, it doesn’t really matter what you or I think. What really matters–if you want to make money–is what the people who are running the world’s richest, most powerful governments think.It matters what they are doing right now… and what they’ll do in the future.What they are doing right now is launching a massive effort to transition the world away from “dirty” energy sources like coal.To fight what they see as man-made climate change, governments are going to spend trillions of dollars on solar and wind energy. They plan to completely reshape the way we power our electrical and transportation systems.For example…

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From 2010 to 2014, over one trillion dollars was invested globally in wind and solar power capacity.

This is larger than the amount of money the U.S. government spent on the big bank bailout during the 2008 financial crisis.

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According to Bloomberg, renewable energy investment could draw $8 trillion of investment over the next 25 years–nearly double the amount countries will spend on coal, natural gas, and nuclear.

To put this number in perspective, it’s more than 10 times the amount the U.S. spends annually on its military.

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In 2015, China spent $103 billion on renewable energy sources like solar and wind.

Chinese premier Li Keqiang said his nation will cut carbon emissions per unit of GDP by 60% - 65% by 2030 from 2005 levels–requiring China to produce 30 times more solar or nine times more wind power than it had at the end of 2014.

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India plans to increase its solar power capacity to 100 gigawatts by 2022, which is over four times its current capacity. It expects to spend nearly $3 trillion on renewables over the next 20 years.

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Even Saudi Arabia is embracing renewables. It plans to build 41 gigawatts of solar capacity–slightly more than the world leader, Germany, has today.That’s right…the kingdom built on oil is going solar!

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In 2015, California passed legislation that targets getting 50% of its electricity from renewables by 2030, with the state’s three investor-owned utilities already on their way to meeting the state’s 33% renewable energy goal by 2020. Billions more will be spent on this.  

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The International Energy Agency estimates that $68 trillion will be allocated to tackle energy needs and an additional $16.5 trillion to meet temperature targets leading up to the year 2040. It’s a stupendous amount of spending that will provide a huge boost to the bull market you see in the chart below, which shows solar power capacity installation in Europe and the United States from 2006 – 2016, and our forecast to 2020:

As an added bonus for politicians, all this spending will create jobs. It will stimulate spending. It will stimulate economies.This spending will be billed as vital “infrastructure spending” and “investing in our children’s future.”For a politician, especially “big government” types like Hillary Clinton, the math is simple…and it’s irresistible…Fighting global warming…Plus…Investing in our children’s’ future…Equals…Great press, the love of the people, the votes of the people, and more power.This equation will prove irresistible for both well-meaning politicians who truly want a clean environment AND opportunistic politicians who will say and do anything for more power and more time in office.This equation is why we’re about to see the biggest government “stimulus” program in history.To spur even more spending, governments are cutting hundreds of “sweetheart” deals with businesses. These deals offer tax breaks, subsidies, and outright handouts.Now…you can get angry about this situation. You can deny it.You won’t be alone. Plenty of people are reacting this way.You can also invest against the government as a matter of principle.That’s what many people who owned coal stocks in 2012 were doing. The value of their investments plummeted 90% - 100% as the government crushed the coal industry.Me? I don’t have an ax to grind. I just want to find great investments. I’m just following the numbers and facts to a logical conclusion. I’m just following the money.The way I see it, I’m not in the “oil and gas” business, I’m in the “making money” business.Over the past three years, I’ve spent hundreds of hours in meetings. I’ve flown around the world multiple times. I’ve spoken to top government officials. I’ve talked with the billionaires who fund political campaigns. Every single thing I see and hear leads me to a simple conclusion: A giant wave of money is headed for the renewable energy sector.You can hate it or fight it or ignore it.But I see it as one of the greatest investment opportunities of our time. And I believe that if Hillary Clinton wins the presidency, she will be its champion. Whether you want to see her in the White House or in jail, there’s no denying a Hillary Clinton win means a boom in clean energy infrastructure spending. I plan on being on the right side of it.Regards,

Marin Katusa