I’d invest in air conditioning, lighting, pump manufactures, water treatment equipment companies (esp. reverse osmosis), battery companies (for all those electric cars), electrical equipment manufactures (transformers, transmission, solid state power controls, etc).
Things that people will want more of if the the cost of electric power is lower AND availability is nearly unlimited (in the long run). Electric power would no longer be a limiting resoure…it would be a manufactured good! What will be the market growth in Africa for air conditioning when there is cheap power available………
