David Lentz

The Solar Market: Horseshoes, Hand Grenandes and Demand Predictions

In assessing the demand for solar, you might want to try and factor in the expected price of oil in 2010. Here too , one finds guesstimates all over the map, from low-end estimates well under $100/bbl to numbers double that and climbing.

That just goes to show you the uncertainties in projecting energy market prices. It's the same pretty much everywhere. Uncertainties abound.

So what does that mean? Lots of volatility. A trader's market, rather than an investor's -- or that investor's have got to have deep pockets, and a high tolerance for risk, as there will be no reliable guesstimates that they can hang their hats on.

Investing in energy is as much a matter of faith as finance.