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The Energy Report: Your research at Raymond James covers a number of alternative energy and biofuel companies. Can you give us a brief description of the various cleantech industry segments?

Pavel Molchanov: The cleantech arena comprises four key areas in terms of what's investable in the public equity markets today. Solar carries the biggest market caps. Solar power companies in the public market tend to mainly be in the photovoltaic (PV) hardware manufacturing arena. These include producers of wafers, cells, modules and inverters, and to a much lesser extent, companies engaging in project development and system installation. . .