The anticipated flat growth for energy in developed countries is not due to poor economic conditions. Rather, developed economies in North America and Europe will benefit from greater energy efficiency in the coming decades. More efficient natural gas-fired power plants, smart grid technology, and fuel-efficient cars are some of the developments that could produce a new energy efficiency revolution.

One of the interesting unknown is how far these technologies can advance and how they might change the consumption shares of renewable versus non-renewable energy. Traders can capitalize on these trends by trading energy efficiency technologies.