This presentation by Michael Liebreich is six months old, but it's still really good: The clean energy industry is killing it in terms of declining costs. It might not be good news for oil producers, but it is good news for everyone else.
But it is still a very small part of the overall picture. For more on that, my friend Bryan Lawrence has produced a fascinating memo on renewables. If you are interested to receive it, email me and I'll send it along (with his permission).