Analyst Paula Mints, founder of SPV Market Research, says some photovoltaic producers are playing a shell game by double-counting shipments, giving the impression that solar is growing even faster than it actually is. “Unfortunately, shipment reporting has often been a matter of saving face and looking successful more than arriving at an understanding of what is really happening,” she writes. Actual electricity generation data still point to a massive increase in solar output. But Mints says inaccurate production data have “made the industry look significantly more successful than it is and helped (along with too low prices) bring about the end of most of its incentives. Conventional energy, of course, does not need to worry about its success interfering with its ongoing incentives and subsidies.”
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