I think the best way to figure it out is to have a look at how the marketplaces in growing economies are forming around resource efficiency and clean energy. This is not an either/or strategy. There's still plenty of opportunity to sell fossil fuels for a generation, but if you look at China's five-year plan, it makes it very plain that they want to grow their economy on a more resource-efficient basis. They have told you very clearly what technologies they are looking for. The five or six sectors they have picked up to grow are dominated by environmental technologies.
Their targets for energy efficiencies are demanding, severe, and difficult to implement, but already they are creating the largest renewable energy market in the world. They are bound to create the largest resource efficiency market in the world, just because of the sheer necessity of delivering demand to 1.4 billion people in a way that doesn't damage their economic growth prospects.
So I think if you take China—