MONDAY OPEN .... MARKET DOWN 24--7--2

4th American taken into custody by N Korea.
ISIS Afghan chief confirmed killed.
Putin, Erdogan agreed to normalize relations.

(stock #s in %; new highs/lows over last 12 months):

AKDS up 10 with news.
ADES up 6 after reporting.
AAOI up 6 more with volume.
LSCG, LIXXF up 6.
FCEL up 4 with news.
OLED up 4, new high with volume.
URRE up 4.
AETI, GEVO up 3.
REGI up 1, new high.

AMRS down 32 with very heavy volume, news.
TVIA down 24.
ASTI down 16 with heavy volume.
HZNM down 9.
EFOI down 7.
CCTC down 6.
WLDN, EMAN down 5.
BWEN, LMRMF, SYMX, INVT, PRHL, RNWEF down 4.
FCSMF down 3.

US ON HISTORIC STREAK OF RECORD HIGH TEMPS - 29 MONTHS IN A ROW

Arctic sea extent in April tied with lowest-ever April - last year's.

Atmospheric CO2 passed 410 PPM.

1 of 32 US utilities asked said Trump is saving coal industry.

Alaskans to profit from CO2 credits.

A green investment fund had money in coal utilities.

Climate action a "huge necessity": NATO official.

2/3 of Canada's el is "green".

Japan had 1st successful experiment with methane hydrates.

20 Republican House members now endorse GOP resolution calling for action on climate change.

DOE will honor "all" funding commitments: memo.

India inked 1Gw of wind deals, wants 1Gw more.

Europe registered 29K EVs in March, up 30% Y/Y.

UK public support for clean/renewable power still at all-time high.

Orix (Japan) buying $627M stake in Ormat.

Solar Stratos 1st test flight of solar plane.

PGGM investing in 275Mw of Solar City systems.

Tesla Model Y won't use Model 3 platform.

VDL Bus & Coach got order for 118 E buses for Netherlands.

Apple creating $1B fund for investments in advanced manufacturing in US.

Vestas was #1 wind turbine supplier in 2H16: Navigant. Sold over 6.4Gw, almost 3Gw more than 1H16.

Lighting industry launched assault on Obama's light bulb rules.

US states following Trump in rolling back regs.

Hundreds of dead sharks washed up in California.

Humans need to escape Earth in 100 years: Hawking.

Up to 35 oil tankers idle off Malaysia. ~65M bls.

OPEC kept output at 31.85Mb/d in April.

US added 6 oil rigs, 2 natgas rigs last week.

Dakota Access pipeline to open early next month.

Most states don't regulate natgas lines like the one in Colorado home explosion last month.

FRIDAY CLOSE .... MARKET UP 55--25--9

WTI over $46, Brent over $49. US natgas $3.27.

French election Sunday. Macron campaign hacked.

(stock #s in %; new highs/lows over last 12 months):

TVIA up 50 with volume.
RNWEF up 34.
LMRMF up 31.
EFOI up 25 with volume after reporting.
OLED up 23, new high with volume after reporting.
AAOI up 19 with heavy volume after reporting.
VSPC up 18.
REGI up 16, new high with volume.
SWIR up 14 with volume after reporting.
WLDN up 11 after reporting.
AXPW, PSPW up 11.
HZNM, PNPL up 10.
MEEC up 9.
AETI, SSOL up 8.
BWEN, PLUG up 7.
HQCL up 7 off new low.
SUNW, WPRT up 6.
BLDP, JASO up 5.
CLNE up 5 with volume after reporting.
VWDRY up 5, new high.
CSIQ, TSLA up 4.
ULBI up 4, new high.
SPWR up 3.

AMSC down 17, new low on new issue.
CSUNY down 17.
ASTI, LSCG down 14.
LYSDY down 9.
CCGI, GPHBF, XSNX down 8.
SUNEQ down 6.

FRIDAY OPEN .... DOW DOWN 2, NAZ DOWN 3, S&P UP 1.

211K new US jobs April.
N Korea says they foiled CIA plot on Un. (Why, that would be against US law to assassinate a foreign tyrant.)

(stock #s in %; new highs/lows over last 12 months):

OLED up 19, new high with heavy volume after reporting.
VSPC up 18.
SWIR up 15 with volume after reporting loss.
AETI up 15.
CLNE up 11 with heavy volume after reporting.
AAOI up 9 with heavy volume after reporting.
REGI up 9, new high with volume.
XSNX, TVIA up 8.
BWEN up 7 on rebound.
ULBI up 7, new high with volume.
RBCN reverse split.
BLDP, MYRG up 5 on rebounds.
WWPW, SYMX up 5.
OCLND, WPRT up 4.
VWDRY up 4, new high.
EVSI, LEDS, OESX, PEMIF up 3.
TSLA up 2.

AMSC down 14, new low on new issue.
BSRC down 13.
LEXG down 11.
SENY down 6.
CCGI down 5.
INVT down 4.
HYSR, CABN down 3.

PARIS PACT "ARCHITECT": TEXT VERY CLEAR -- GOALS CAN"T GO DOWN

White House leaning toward pulling out of Paris Climate Accords by next week.

Paris pact an "America 2nd" strategy: Pruitt.

Trump energy efficiency cuts facing resistance.

Trump appointed clean power critic to DOE Office of Energy Efficiency and Renewable Energy.

Pruitt signaled lifting ethanol seasonal restrictions.

EIA says US wind powergen 8% of total powergen. "More than any other renewable source." (Um, except for nuke and hydro, EIA.) (FERC puts wind at 7.1%.)

US wind industry to install 59Gw more over coming decade: MAKE Consulting.

Mexico held its 3rd energy auction.

China solar output up 80% in Q1 Y/Y, now up to 21.4Gwh. Added over 21Gw to total solar power capacity, now ~85Gw. About 2.3Gwh of solar was idled during Q1.

Average utilitization hours for China wind farms have declined several years in a row. They are shifting new development to south China.

New rules for Brazil small hydro power.

Southern Energy turning to D.C. for help to finish building reactors.

Worker error caused NJ nuke plant shutdown.

Tesla to open its own repair shops.

S Korea OK'd Samsung self-drive vehicle pilot testing on public roads.

Major German fish distributor buying 80 E vans from Deutsche Post.

Mahindra pulling out of UK EV market. Low sales.

Iberdrola on board for Apple 200Mw wind project.

Vivent Solar expanding into Rhode Island.

Solar City delayed solar roof tile models.

Lawsuit filed v. loosening of coal ash dump rules.

OPEC production cuts deal extension a "foregone conclusion" Hamm.

Nigeria sees oil production jump to 2.5Mb/d by '19. 2.2M now.

Iran to raise oil production from field shared with Sauds.

Kuwait Energy filed for IPO in London.

Kuwait sees $80 oil by '20.

Cuba imported 1st Russian crude since fall of USSR.

BLM froze central California fracking leases in deal with enviros.

Colorado regulators appealing ruling requiring more oil field scrutiny.

Energy Transfer opened 2 new US-to-Mexico natgas pipelines.

Huge concentrations of sulfur found in Himalayan soil from internal combustion engine exhaust: U of Cincinnati research.

Hundreds of dead fish washed up on Jersey shore.

NYC looking to chlorinate sewer pipes.

Drinking water contamination in Washington State wells.

Foreclosures loom for Flint Mich residents not paying their water bills.

THURSDAY CLOSE .... DOW DOWN 6, NAZ UP 2, S&P UP 1

WTI over $45, Brent over $48. US natgas $3.20.

Puerto Rico bankruptcy.
House voted for new N Korea sanctions, passed health bill.
Trump to visit Saudi Arabia, Israel.
Talks started on keeping US troops in Iraq.
Canadian $ at 14-month low on oil prices.

(stock #s in %; new highs/lows over last 12 months):

GRPH up 44.
CSUNY, LIME up 20.
LSCG up 17.
ASTI up 16 with volume.
EMKR up 14.
AXPW, NANX up 8.
NTCXF, CABN up 7.
CCGI, NANO up 5.
MXWL, MEEC, CCTC, EVSI, SSOL up 4.
ITRI up 4, new high after reporting.
LOTE, WNDW, AMRC, AKDS, HYSR up 3.
AMSC up 3 with news.
EFOI up 3 off new low after reporting.

TVIA down 44, new low with very heavy volume.
SWET down 20.
MYRG down 19.
VSPC down 15.
OGES, SENY, ACFN down 12.
PNPL down 12, new low.
BLDP down 10 with volume.
LTBR, NVEC down 8.
URRE, XSNX down 7.
FCSMF down 6 with heavy volume.
MGPHF, PRHL, WPRT, FCEL, JASO, SPWR down 6.
HQCL down 6, new low.
MNGA, RGSE, AETI, BSRC, CSIQ, HYGS down 5.
TSLA down 5 with volume.
OCLND, LIXXF, WATT down 4.
ERII down 4, new low with volume.
SUNW, ENPH, RVLT, VSLR, PLUG down 3.

THURSDAY OPEN .... DOW DOWN 15, NAZ UP 1, S&P UP 1

US productivity down most in 12 months.
US trade gap down on service sector exports.
S Africa ended rate hikes.
Norway kept rates unchanged.
S Korea voting.

(stock #s in %; new highs/lows over last 12 months):

EMKR up 14 after reporting.
NTCXF up 9.
ITRI up 6, new high with news.
SSOL up 4.
LOTE, BIOA, GPHBF up 3.
SYMX up 3 with heavy volume.

GRPH down 36 on 200 shares.
MYRG down 17.
ASTI, SENY down 16.
XSNX down 15 with volume.
OCLND down 14.
LEXG, FCSMF down 11.
LSCG down 10 on 100 shares.
TVIA down 10.
MEEC down 9.
ERII down 8, new low with volume.
LTBR down 7.
ACFN, CABN, VSPC down 6.
AWSL, HYSR, SPWR, LIXXF down 5.
TSLA down 4 with volume.
RGSE down 4.
AETI, BLDP, CBAK, PEIX, MNGA, URRE, RVLT down 3.
EFOI down 2, another new low after reporting.