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'Energy is very high up on Buffett and Berkshire's priority list,' Kass said.
Perhaps because it can absorb a huge amount of investment, may have regulated or subsidized returns, and some areas have long lifetimes.
Related is the possibility of an energy revolution from fusion. I believe the developments in tokamaks are promising because of technological advances and the significant effort that has already gone into understanding their design and operation. People might find subscribing to the Fusion Industry Association newsletter useful to track developments in fusion. Subscription available free at
fusionindustryassociation.org: Membership - Fusion Industry Association 