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Paula Mints

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Paula Mints is the principal analyst for the PV Service Market Research Program, and an associate director at Navigant Consulting Inc. (Palo Alto, Calif.). She is widely recognized as an industry expert on photovoltaic technologies and market, providing clients with comprehensive PV industry analysis based on extensive primary research, including her forward-looking understanding of market and technology trends. Mints also serves as executive editor of the Solar Outlook Bimonthly Newsletter and the Concentrating Solar Quarterly Newsletter.

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Solar Outlooks

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Wait! Don’t Pop My Bubble

The annual surges in demand for anything PV (or solar, for that matter) are not indicative of the same sort of business disaster as either the dot-com or the housing bubbles wrought on the stock-buying public. There are, however, troubling similarities nonetheless to both, though not to all parts of either. The internet bubble involved investment in companies that in many cases had no revenue... More

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To Cap or Not to Cap – That Is the Question

Whether ‘tis nobler to allow a market to be oversold, thus suffering the risk of a significant decrease in the available tariff or a cessation of the program altogether, or to set a reasonable cap that encourages growth while controlling costs and extending the life of the incentive. Using (and admittedly abusing) the third-act soliloquy of Shakespeare’s Hamlet to make a point... More

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Happy New Year – Let the Confusion Begin

This is the time of year when a lot of counting and announcing goes on - and much of it can be very confusing. In general, 2009 will be a confounding and frustrating year to parse — cheap cell and module prices all year long led to a lot of cross buying and the 2-gigawatts of inventory at the beginning of the year doesn’t help un-confuse things. Add to this the usual flood of... More

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Happy End of Year – Top 10 Things Solar in 2009

Yes, it is time for another boring Top 10 list. Subjective though these lists are, and almost always omitting someone’s favorite item, it’s tradition as the old tired year fades and the new hopeful year emerges to note what stood out as important, and what will continue to influence us in the new year. It’s a tough job, frankly, for the year 2009 in solar — a Top 20... More

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Which Comes First, the Vision or the Egg?

At a recent conference, a venture capitalist on the panel ‘Securing Venture Capital’ said, “We aren’t the technology experts, but we know how things should work.” The VC went on to explain that they should not be tasked with being experts themselves; they needed to trust that those with the ideas had the expertise to understand whether or not the idea was... More
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