According to the United Nations and reported by Reuters, greenhouse gas emissions fell 1.3% in industrialized nations, led by the the U.S. with a 3.4% drop in 2012. It's still not enough to limit temperature rises, which is why it's important that renewable energy remains a high priority.

Fool contributor Tyler Crowe and energy and materials analyst Joel South talk about which companies will try to seize this opportunity to move forward on solutions. SolarCity (SCTY.DL) is one company capitalizing from the move away from traditional carbon-emission power generation. Another is SunPower (SPWR), which is getting into solar leasing and is finally making a profit.

Video segment starts at 3:09.