The following video is part of our "Motley Fool Conversations" series, in which editor/analyst Isaac Pino and editor/analyst Austin Smith discuss topics across the investing world.

In today's edition, Austin and Isaac look at the world of renewable energy, specifically the announcement that the U.S. overtook China in clean energy investment in 2011. Solar led the way, but rising inventory levels have caused prices to tumble. Going forward, which companies will benefit from investments in renewable energy in 2012? Isaac suggests a couple of conglomerates and a low-cost operator to keep an eye on.

Austin Smith and Isaac Pino have no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.