Best you read the report. Massive use upturn in alternative energy in last six years revealed. Cost of alternative energy has dropped like a stone - 50% of US household installations in 2013/2014 have been non carbon generating. China has hugely ambitions for solar and alternatives( Gobi desert will generate 200GW's(!!!!!) - and they will start paying carbon refunds in 2020. So "ground floor" question - who do you buy who is developing and researching and making alternative energy sources? ( And this excludes people funding existing resources delivering energy.)Don't say tesla.
This is one of those areas (like the .com boom) where you need to be careful not to buy into the hype. In the US some dominant players are Tesla with their giga battery factory as well as Solar City which focus on finance models and the installations. This is technology that requires a lot of R&D and you can bet your bottom dollar that SA companies will only do well on the financing, resell and installation side. The winners in SA in this space will be the financial institutions that fund flexible financing for hardware in the retail space, battery importers and perhaps companies that does large installations. This remains a developing country with limited opportunities when it comes to state of the art technology. SA for example missed the biotechnology boom completely because we're so far removed from where things actually happen.
Have you read the report on the Paris conference? This is present future present stuff. I agree that RSA is not going to be the place to invest in R&D on this - its the Israeli's and probably the US...ideally you want to by Intel in this area -not IBM etc.