Industry & Services >> Analyst Interviews >> July 16, 2012

Niche Opportunities in Solar Energy and Biofuels Despite Sector Headwinds

Molchanov, Pavel
Pavel Molchanov is a Director and Equity Research Analyst at Raymond James & Associates, Inc. He joined the firm in 2003 and began work as part of the energy research team, becoming an analyst in 2006. He initiated coverage on the integrated/multinational oil and gas sector in 2009. Mr. Molchanov has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey and The Wall Street Journal Best on the Street survey. He graduated cum laude from Duke University in 2003 with a B.S. in economics, with high distinction, writing his senior honors thesis about OPEC’s oil output policies. Profile
TWST: You’ve recently become slightly more positive on solar. Please tell us why. Also, which companies do you believe are the best plays on solar?

Mr. Molchanov: The