The following video is part of our "Motley Fool Conversations" series in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

According to ExxonMobil's 2040 energy report, oil, natural gas, and coal will remain the dominant fuels. Nonetheless, alternative fuels companies like Solazyme and KiOR are doing some pretty cool stuff. Of course, it's unlikely that they will challenge the energy powerhouses in the near future. In fact, these two companies are likely to partner up on occasion with the big boys. All told, these two alternative fuels companies are likely to play an important part of the energy industry in the future.

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