Breakthroughs, Part 1: Three Potential Threats To Oil, Gas, Uranium

Or three opportunities for alert investors

This is the first in a series about breakthroughs in energy and other sectors that might affect some of our basic investment themes. Heading in, keep two things in mind:

• The vast majority of breathlessly hyped developments in science and engineering never make it out of the lab. Scaling up turns out to be too costly, or the early research can’t be replic…