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Well, as you probably know, the market started up 100 Dow then crumbled but stabilized down. Pretty much the economy.

Take your pick. HYEG up 45. BFRE up 42 more. Quadrupled now. 9 days. I hope some of you bought it when I tooted it. GCHK up 28. Just going by chart, I'd say you could pick up 10 percent near term. Or more. When it comes back down. TSPG up 22. Flat for a year, what the hell. WTWO, AXPW up 20. The latter a new entry into the double-digit panoply. FDEI stayed up 16 with pretty fair volume. Still trying to bust through those 50-day lines. ESLR jumped 14 off bottom. Heads up. GSPI up 13. CSIQ up 12 on upgrade. Well, I guess they're over the financial glitch. Bust thru 1 200-day line. IAUS up 12. Whatever. VLNC up 11. Sprung off 200-days. Chart looks good. Recommend. Especially on comeback on the morrow morn. Almost waxing Irish am I? O yea, they have financial trubble as does Spain in the nuze. Things talked of months and months ago coming to fruit. Vegetables are ready for harvest too. AWNE stayed up 11. SESI up 10. APWR scooted up 9, heading for their 200's. Buy the comeback. JASO and SOLF gained some mores. WNEA ended up flat.

RVBF down 35 on 1k shares. What's that? What exactly is a $10 trade ripping off 35% stockholder's equity? Gotta love it goes only so far. Curse, Maybe they're one of the sham wows. AFPW down 22. They have actual business as I understand it. Aluminum-air fuel cells I think. Aluminum is more expensive than zinc. But they at least found applications and buyers of. IFXY down 20. So were AQNM and SNRY but IXRY had 12M shares traded. WBRE down 16. Been going down all year. LEOM down 14. No volume. SLTZ down 13. Never herd another werd about Buda Solar. NCEN down 12. Had that recent jump now rebottomed. Go fig.

And that's the way dubble-didj clean E investing wuz today. Happy trailers pards and pardettes.

OPEN

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The market going onward and upward.

WNEA up 33. SESI up 22. FDEI up 16 more. GCHK up 15. WWEI up 13. BFRE up 11 more.

RVBF down 35. AQNM, SNRY down 20.

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RVBF up 54. KEPI, NSOL up 36. AQNM up 33. SNRY, LEOM up 25. FDEI up 20. GAZU, BFRE up 16. CYBL up 12. XSNX up 11.

IFXY down 41. Reported something and the decline seems appropriate. WWEI down 14. GSPI down 13. NCEN, QTWW, NGBF down 12.

OPEN

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AQNM up 33. FDEI up 20. XSNX up 16. BFRE up 10 more. BWEN up 2. SATC up 7.

NGBF down 14.

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Numbers don't lie. Do they? SLRE up 35. RGUS up 27. BWEN up 26. RNNM, BFRE up 25. PBOF up 20. QTWW up 16. VUOC up 12. URRE, FDEI up 11. ACPW, CSKH up 9.

GTLL down 50. GAZU, TSPG down 25. PSUD, GCHK down 20. NSOL down 19. PWSV, VSPC down 15. ENSL down 13. NGBF down 12. SOPW down 11.

YEP, MO STUFF

Globe's clean E revs '09 $530B v. '08 $534B. China added 37GW clean E in '09, more than any other country. Globe's wind capacity up 32% '09, most yearly gain since '01, 1/3 of gain in China.

The stimulus (US) allocated $3B to state energy offices to spur clean E and efficiency. Year prior was $25M. By July of '10 ~7% spent: DOE's IG audit. G, too much change too fast? DOE had 7 employees to oversee and hired 13 more. Competitive bidding added 3-6 months to process. Thank God for that huh.

"Unconventional NG" - the shale NG I presume - could suppress clean E for a decade. Water, pollution issues. Could see sub-$6 NG for next decade.

Solar PV was 70% off-grid in '92. 95% on-grid in '08.

Wind now 4% of UK power, >5GW. About 1.3GW offshore, more than rest of world combined. Offshore still 3x times onshore cost. Goal for '20 13GW offshore.

After decade of delay, largest wind farm in US moving fwd @ Tehachapi/Mojave. $1B financing came forth in June. 3GW next 8 yrs. GE, Vestas.. Texas already 9.7 GW wind.

LED market forecasted to be 1/2 of $4.4B lighting market by '20.

NG is a $47B/yr export market for Canada. 3rd largest producer in world. West Can has 140tcf (trillion cubic feet) reservoir. But production rate has fallen with a 75% increase in wells. This year est. 29% production decline since '05. Does that sound good to you?

OPTT has the 1st wave energy device connect to grid in history in Hawaii.

EV charging industry est. $3B by '17.

Sumitomo has superconducting wire 50% better. High temp SC. Bismuth based. 200x copperwire. 1/3 cost savings over present SC.

Scotland going for 100% "renewable" E by '25.

Adobe installed 1.2MW of Bloom E's SOFCs at HQ on parking lot roofs because they are in a high-rise office building and didn't have space on the roof of the building. 1/3 less cost than grid.

MIDDAY

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Odd day. Yahoo numbers not matching broker's. I have to trust broker over Yahoo. Happened before. Wild west Naz, bulletin boards, pink sheets. Hello government. Or software glitches. Indeces started out down and now positive. End of Q manipulations starting probably.

BWEN really breaking out, up 23. I would buy it to see how far it runs here. Forgot to check news. PBOF up another 24. Still no news. BFRE now up 16.

GCHK down 19. EMKR down 9. Gotta wonder why. HLXW down another 2. I think that's bottom. AMEL a new low. Maybe they can't find any lithium?

OPEN

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SLRE up 45. ACPW up 20. Check the chart. No news. QTWW up 11. Broken through 50-day lines. BWEN up 9. BFRE up another 8. Coming up on triple, so far 8 day rally.

CYBL down 18. SOPV down 12. FEWP down 11. NGBF down 10.

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PBOF ended up 66. GTLL up 100. SLRE up 60. GWSO up 50. WTWO up 60. EQST up 45. NGBF up 35. TSPG up 28. PWSV up 24. WWEI, WBRE up 22. SESI up 17. VSPC up 16. APWR up 13. SOPV, URRE up 11. XPGH up 10.

AQNM down 26. RGUS down 24. RNNM down 20. CYBL, HLXW down 16. FEWP down 15. CSOL down 12. AMEL, QTMM, EVCA, CSKH, FDEI down 11. AWNE down 10.

Some day.

MORE STUFF

A person's carb footprint (in Germany) is 10 tons/yr. It takes a (2MW) wind turbine 1 day to cancel it out.

MIT study says there's enough uranium for the nuke buildout. They don't like recycling fuel (breeder reactors). And want $700M/yr for R&D. Who doesn't. Industry exec says recycling is a solid case and will happen w/ or w/out gov when the market's right. MIT says eliminating financial risk premiums could keep cost under $4/W to build. I'm sure the gov would love to pick that up for the insurance industry. MIT still wants central spent fuel storage and staying with present light water reactor tech. France, Japan, UK, other nations are already recycling fuel. China's main nuke company plans to invest $160B to expand over next 10 yrs. Nuke Power Corp of India is ready to sell pressurized heavy water reactors of 220 & 540 MW capacity to other countries. Russia and China have fast breeders.

Calif approved construction of another 370MW solar thermal plant. 1 of 9 that will >double US solar gen capacity. Bright Source Energy. Mojave.

Sharp bought Calif's Recurrent Energy (solar) for $305M. 2GW pipeline. Recurrent has been using products from FSLR, STP, YGE.

Solar surge in Italy outpacing US, 2nd only to Germany. 2Q grew 127% over 1Q to dub capacity this yr at 2.5GW. '20 goal 8GW. FIT (feed-in tariffs) the biggest reason. Reducing now, but gradually. Several states in US considering FIT. Sacramento, Gainesville instituted them for their muni utilities. Bill intro'd in US House. Calif PUC proposing auction mechanism model for 1GW pilot program.

A solar-powered aircraft can stay aloft 5 yrs. Watch out satellite budgets. Probably has to come down for maintenance.

ENER's Uni Solar division working with home services comp in NJ on pilot program for installing solar roof shingles on new homes. Install, maintenance covered for homeowner. Owner leases system - avg 3kw - for $26/mo for 20 yrs. Avg savings $50/mo. US roofing market est. 4M homes/yr.

Solar PV industry global revenue increased 154% '09 v. '08. $17.2B 2Q '10 v. $6.2B '09.

US solar exec: part of problem here is we're 50 markets. Each state has own regs, policies, programs. Some states 99% coal, so too cheap to compete. Some places if you consume power at less efficiency you get bulk discounts. We need a tax on C and fed grants, tax credits in stimulus must be extended.

Green Fire Energy got a $2M DOE grant to try getting geothermal power with CO2 as the fluid instead of water at a natural CO2 dome in AZ. The region has 6 coal plants collectively emitting 90M tons CO2/yr. CO2 geo potentially the lowest combined capital and operational costs of any scalable power gen system.

Central America plans to tap volcanos for geothermal.

Sisters of Holy Wisdom Monastery in Wisconsin named the greenest new building in the country this year. Geo heat pump system, solar and efficiencies.

OPEN

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We've got a runaway train. PBOF up 500. Biodiesel. Yuk. SLRE came back from Friday, up 70 on 100 shs. Closer to reality, WWEI up 27. NGBF up 18. FDEI up 17. SOPV, URRE up 9.

AQNM down 26. RGUS down 24. HLXW still going down. Down 6.

Market flat.

FRIDAY

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Friday was all about the big dogs. Clean E stocks mostly were put aside for later. Only 2 out of the 200 stocks I follow had gains over 10%. And, as you know from following this blog, every day gives us at least 5. CGYV was up 12. And MGLT was up 44 on $250 traded.

There were 11 double-digit downers. CDTI down 16. GAZU down 11. GTLL down 50. HLXW down 11. ICPR down 11. NCEN down 10. PSUD down 16. RNNM down 14. SLRE down 41 on a $3 trade! Does that make ANY sense? TSPG down 15. And XPGH down 13.

Obviously, there's not much light shown on these companies in the major media. Some of them still are shams or shammy, even I know that. Many still deep in development stage. But there are also many that are doing leading technology and many of them making real money and even profits. Hopefully, as more people decide they want to be part of the clean energy wave - remember the internet wave? - we are going to get much better results as investors investing now.

STUFF

GSPI to build 2M gal/y cellulosic ethanol plant - largest yet.

Republicans in Congress voted against 8 new tax cuts for small biz this yr, called for repeal of small biz tax cuts in health bill (repeal of total bill), and had blocked the small biz jobs bill to be signed this coming week as long as they could. I'm starting to think let's give the Democrats 2 more years. Though, truly, votes should be cast for whom we think the best person in each contest. Let's do that. Let's see how that works. Yep, takes a lot of paying attention to. Let's do it for our fighters in Afghan and Iraq and elsewhere. Hoowah.

GE's Immelt says we have to have an energy policy. We need a price on carbon and a clean E policy open to all clean E techs. He praised the stimulus effort on its clean E provisions and the new DOE. He said we need to tighten up research foci and is critical of regulatory framework between FERC and states.

California approved 33% share by '20 for clean E.

A fleet management comp, EDF and Green Driver combining to reduce fleet GHG emissions 20% next 5 yrs. 3M vehicles in corp fleets. Would reduce emiss 10M metric tons. Transportation is 28% GHG emiss (US).

Hitachi and Panasonic are forming a smart grid alliance. Smart grid mart to grow to ~$10B by '15. $5.6B in '10.

Upgrades to Ohio River dams for el to cost >$5/W. 3 underway. Can increase turb efficiencies ^10% while reducing fish death. 13-17 blades now. Research on 3 blades now but will probably end up 4-7. A 300MW project in Peru for run of river (no dam).

Japan gave in to China's rare earth materials cutoff and gave back the ship captain. The dispute is over fishing grounds off contested islands. I don't think we've seen the last story of those rare earth elements and China's monopoly of them.

Illuminex' crystalline silicon nanowire solar equipment gets efficiencies comparable to current solar @ 50-75% less cost. Still in lab.

Solazyme delivered 20k gal algae diesel to Navy on '09 contract and announced contract for 150k gals more in '10 and '11. NASA looking at $10M, 2-yr project with Navy to R&D offshore algaefuel production.

Hertz to roll out EV rental programs, full-scale deploy in '11.

Kuwait and Russia signed a memo of co/op for nuke E. Um. Didn't the US liberate some country back a while ago?

China utility-scale solar plants breaking through 15 cents/kwh. >70% winning bids won by government-controlled enterprises.

Germany's newest offshore wind farm installed. 21 2MW turbines. Plan to develop 10GW offshore by '20, 25GW by '30. New farm w/ 80 5MW turbines under construction. 30 farms have received approval. No room left onshore.

IKEA building Colorado's largest single geothermal building.

Lots of clean E commitments thru Clinton Global Initiative this past week. I guess we miss the budget surplus and amazing growth in wealth of the late 90's and give Bill the personification. Of course, he had the end of the cold war and the invention of the internet at his back. But however the clean E revolution comes, Godspeed.

OPEN

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Well, I was right there would be a pullback. But that was it yesterday. Dow up 180 now on manufacturing, durable goods orders. The bull is checking the herd.

Clean E stocks usually move later in these big index moves. But CYBL's up 30. NACF up 14. GSPI up 6. JASO up 4 more, another hew high.

TSPG down 27.

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Market went down. What'd I say? IFXY down 27. NCEN down 25. UBRG down 23. PWSV down 20. CYBL down13. BEHL down 12.

FEWP up 23. HLXW up 19. GAZU up 13. URRE up 11. SPWRA up 10. Buy GSPI.

OPEN

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Flat mixed market that opened down rather hard. I still expect a test of 200-day lines. More unemployment. Flat leading indicators. Record heat back.

LMCO up 12. Probably start of another rally. SPWRA up 7 on new solar park news. Lept off 50-day lines. LSCG up 9. Ready to go through 200-days. Another rally maybe here too.

IFXY down 22. A new company on my list. Smart grid equipment. No rev. 1 employee. BHWX down 16. NPWZ down 17. NENE down 9.

Reiterating my buy recommendation of FDEI. Now half a cent. I do believe it's bottomed.

STUFF

LED exec: "LED's will be 10% today's cost in 3 yrs".

Fluorine batteries coming before end of this year. 2-3x the power of lithium, more power on demand.

Toll Bros. opens 1st home w/ installed solar in Calif. Sun Run leases, maintains, insures the systems, owner pays ~$40/mo, saves $50-100.

Green Plains (GPRE) is trying algae production from their co2 emissions.

World's oil production has been effectively flat since '04. And world biofuel supply not much better - 1.8M bls/day equivalent in '10 going to 2.4M in '15.

Nuke el generation - world - is 7.6% of total, not the 14% I reported recently. 370GW.

Congress now is allowing geothermal producers the same energy credit as solar - 10% goes to 30% thru '16. Why they didn't in the first place beyond me.

Looks like the Cape Cod wind development will be coming in at better than $5/W.

TVA plans more nuke, less coal. I guess there's no more room for dams.

A $2B power plant proposed in Calif will use dirty coal and petroleum coke (hard leftovers from refineries) to produce 250MW and hydrogen. More NOX emissions than a NatGas plant. 90% CO2 sequestration possible as liquid injected into nearby empty oil reservoirs. BP a partner. State permit last hurdle.

A doctors' organization joined an environmental group in Texas to advocate for tougher EPA rules on coal ash. And a new coal plant is the first in Tex in 30 yrs "because of NG prices". Um. NG is still under $4 and talk is the shale gas and other new gas finds will keep it low. Let alone a solar plant for the area (San Antonio). Nothing about sequestration there. Finally, Texas' AG is back to court to block Fed GHG limits - "yet to prove that curbing emissions is in the public interest". Give us a break.

Solar in or on buildings (BIPV & BAPV) is estimated to grow over 10x by '16. ~2.4GW and $4B/yr then, global. 215MW in '09.

A bipartisan bill intro'd in Senate to require utilities to produce at least 15% of el from "renewables" (biomass included) by '21. A majority of states already have equal or better standards. Biomass can include a lot of stuff. O well, it's hard to lead elephants to water if they don't want to go.

Texas spending $5B to expand its grid to allow wind from the panhandle to double to 18GW by '13. The "Southern Cross" line to be direct current 400 miles to Mississippi, then up to 3 500kV AC lines to utilities serving 10 states. Pattern Energy Group. Now THAT's more like Texas.

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No big move. No big volume. Cool. The minions are not in it. They lost their money and faith. It's just Wall St. and their minions. What.

PWAZ up 166. CLTH up 113. GTLL stayed up 100. CRGE up 35. PWSV stayed up 27. BHWX up 20. KNDI up 15 on analysis. FDEI up 11. Other mentionables under 10. Email me :)

WWEI down 17. CBWP down 16. FEWP down 14. AEIS down 13. URRE, EFOI down 12. CYBL, LMCO down 11. PBEC down 10. HLXW interesting. BFRE came 10+ off low.

OPEN

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Market slightly down. Feeling some profit taking coming. Maybe test of 200-day lines.

PWSV up 22 on news of new sales. SSOL up 11. PWER up 5. Insider buying recently and stock buy-back announced.

PBEC down 17. CBWP down 16. NCEN down 15.

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Mixed flat with slightly more volume.

CBWP up 71. BIOF up 51, tho we hate food for fuel. BFRE up 43. Mentioned at open, o course. TSPG up 42. ENSL up 26 for godssakes. CSGH up 15. NCEN, PEIX up 13. URRE stayed up 10.

PWAZ down 62. Can always count on them. CLTH down 36. GCHK down 23. NACF down 22. GAZU down 17. FEWP down 16. NGBF down 13. SSOL down 12. AFPW, WWPW down 11. FDEI down 10.

What the F really IS going on here?

OPEN

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Market's digesting yesterday's gains and waiting on the Fed now. Flat.

TSPG, MDTL up 33. BFRE up another 29 on Monday's contract news. Cellulosic ethanol. 3-day rally now. Broke through 50-day lines. I'd say buy it now and ride out the rally for a peak sell and sell quick if it starts down. Or, what the heck, buy it and hold. URRE up another 12. Uranium mining. Overbought territory short-term. FDEI up 10.

NCEN down 13. SSOL down 13. JASO made a new high, BWEN hit it's bottom. Wind in US will have a good 2H.

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Innersting. Dow up 145.

NACF up 50. AXTG up 33. GAZU up 30. BFRE up 25. FEWP up 19. NCEN up 15. URRE up 11. NENE, PWER up 9. BYDDF, ZOLT up 8. AMSC up 5. SPWRA up 4.

CBWP down 61. TSPG down 39. FDEI down 37. CYBL down 17. MDTL down 14.

STUFF

Canada to end '10 with 750MW new wind capacity. $1.7B invested. I get over $2/w. And wind gives electricity ~ 1/3 of time.

Western Washington U. research could cut solar cost to 10% of current. Plastic polymers with special dyes take in photons, then transport via silicon chips to electricity. More efficient also on cloudy days. 3-yr $1M NSC grant to develop. $1M over 3 for project that could cut solar cost 90%. Hm. What if we make that $100M?

Adjusted projection: China to add 108-132GW wind by '20. Not so much as previously projected. UK target increase of 28GW by '20. 50/50 offshore and on. Even though actual wind costs $6/w we go forward (1/3 capacity actual generation).

US still has 22% of global manufacturing. 12% US GDP. $1.6T. 3rd exporter behind China, Germany. 8% globe's market share. US doubled manufacturing since '83 (even in inflation-adjusted $). With 26% fewer workers. US manufacturing workers 50% more productive than workers in the 11 next-best nations. USA!

Silicon recipe: 2.8 tons quartz, 1.4 tons coal, 2.4 tons woodchips into furnace yields 1 ton silicon. More or less.

Algae is 50% oil by weight.

Nuke world elgen (electricity generation) now 370GW - 14% of total elgen.

Chevron/Solar Millenium 1GW solar plant in Calif to cost $6B plus. It's that plus, ladies and gents, that may be starting to go nuclear. First elgen will be produced in '13. Parabolic trough tech. Must begin build before end of yr for 30% fed money. BLM last hurdle, to rule end of Oct the wurd.

Since '08, clean E/enviro's lobby has been outspent by fossil lobby over 7:1.

World GDP ~$70T. Amazin, A? What do we spend it on?

'05 housing - US - totaled $21T in assets. mortgage debt ~$15T. How much lost so far? We're probably totally even steven. Or even a little under the water.

To get 50% reduction CO2 by '50, world needs to invest ~ $800B/yr on clean E, efficiency, etal. Good news. We are. But 50% redux is bare minimum, allowing for 2-3 degree (C, I assume) increase, assuming no synergistic addition.

Energy storage market $1.5B in '10, est. $35B by '20.

Chinese solar products cost ~1/3 less than the costliest like Germany's Schott.

So far in Sept, DOE has awarded ~$180M for energy R&D. Good start.

US House has approved Rural Energy Savings Progress Act for $5B of fed loans for energy efficiency. Goes to Senate.

China making 1/2 of world's solar panels, wind turbines.

Gold quadrupled against all world currencies since '00. Whom do you thank? Bin laden? Bush? Republicans? Obama?

US-based Amprius says it has batteries to store 2x as much as anything now on market. Nano silicon electrodes. Silicon, in theory, can store 10x as much as carbon. But Si tends to swell and crack. "Already 80 EV makers in China" "Faster than we thought". O, did I say US-based?

China may force foreign automakers to share EV tech for access to China market. That's just biz in'it?

UK study: biofuels from plant and muni solid waste could supply 65% (24B gal.) of Europe gasoline supply by '20.

Happy trailers y'all. S'all I got.

OPEN

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Dow up 95. Almost 200 points above the 200-day lines now. And looks like we have a Fed meeting this week. Interest rates can't go down anymore but debt could be monetized. Hoo boys.

NACF up 58. PSUD up 25. BFRE, MDTL up 14. NPWZ up 10. ALTI up 6 on news a fund is buying 51% of it that puts the valuation about 1/3 higher.

FDEI back down 37. TSPG down 25. CLTH down 19. CYBL down 13.

SUNDAY

NENE has spray-on windows solar. Um. I haven't seen anyone else with that. I might look at their stock this week. Didn't do a lot after the announcement that the spray is now on the market. Which is curious, in'it?

A report out that energy bill inaction is costing us 2M jobs.

Not all there is. But all I got so far.

WILD WEST

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PWAZ up 110. Just talking about that. EQST up 100. FDEI up 60. KEPI up 45. AQNM up 26. INKN up 25. CLTH up 24. BFRE up 22.

NCEN down 44. NACF down 28. ECNG down 20. Ouch.

Blaze on, rockheads.

MIDDAY

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Well, I learned that PWAZ's agreement with Lawrence Livermore for Zinc-air fuel cell tech expired last Nov. Now they have "next-gen ZAFC tech designs". Still development stage and out of cash. Sorry sorry state. Maybe Zinc Air will go big and get it going. ARTX has the tech and selling them to military, but it's a small part of their biz. And I think MCEL is also trying to develop it for market. But they seem really under the weather too.

BYYDF's 10 gain today said to be from the small stake they took in a lithium and boron producer in China. Anybody remember Boron in Sohio's gas? Or the 20-mule team of Death Valley? Boron. Don't count it out. AONE also up 7 today, pokin out above their 50-day lines.

NCEN down 55 now. Probably return back to where they started from like HLXW. Why would they buy into a screen and security products company? They have 6 windfarms in development. Or 9, I red into one report a couple days ago.

TSPG down 20. Another 1-day wonder petered out. CCGI down 10. WWEI down 15.

KEPI up 72. Suhweet. AFPW up 12.

STUFF

Italy seized $2B of Mafia assets laundering money through wind farms and solar factories. Most in Sicily. Corleone.

GM and other companies invested $4.2M into next-gen lith-ion batt tech. Shouldn't GM be paying back the government first? O, what's a few million.

Zinc Air (private company) bought Lawrence Livermore rights to zinc-air fuel cell tech. Odd. PWAZ had them last I checked. Anyway, may they build them and sell them. Please. Zinc's cheap. Air's cheap. Totally recyclable.

MIT using carbon nanotubes to concentrate solar energy 100x more than current solar cells. Let us get that licensed out to a manufacturer, A?

60 nuclear reactors now under construction in world. Mideast countries getting busy with contracts.

Dow Chem going to be marketing solar shingles. Chevron to build world's largest solar plant. More of the big dogs getting into the biz.

China wind capacity to hit 40GW by end of '10. Projecting 200GW by '20. Siemens unveiled a 3MW direct-drive wind turbine. No gearbox. Half the parts. GE bought a Norwegian comp with direct-drive tech last year. Going with a 4MW turbine. But the required magnets are another dig into rare earth metal use, 95% mined by China.

LED retrofits at Applebee's yield an avg 80% light load reduction. EU ban on 75W incandescents took effect Sept 1. Banned 100W last Sept.

Global market for EVs and hybrids forecast to be $22B by '15. $32M in '09.

Goldman strategist: market value of emerging market stocks expected to quintuple next 20 yrs to $80T. Next few yrs, IMF expects BRICs (Brazil, Russia, India, China) to produce 5x more GDP growth than G7.

80% of recoverable bitumen of Canada oil sands too deep to be mined.

Global fuel cell market to reach $1B by '14.

OPEN

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Mixed market on bad consumer sentiment numbers and volume up, though I think it's 3rd Friday options expiration day.

NCEN down another 44. News was they didn't get the Arizona wind farm project and are buying into a company in totally different biz. Stock price is still 10 cents, though, after starting their rocket up at 4 cents. CLTH down 25. HLXW down 4 more, all the way back from whence they started their rally.

INKN up 18. BYDDF up 10.

CLOSE

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OK. Trying this again. Hours later. TSPG up 114. I still haven't seen news. But am I all dilligent? All knowing? I think not. Crownbutt (CBWP) snook in up 60. INKN ended up up 46. CSGH up 22. NACF up 20.

CLTH down 33. KRBF down 32. AQNM down 23. HLXW down 13 more and PWER down 9 more. RSOL down 11 after picking up Westinghouse Solar biz. You know, lottuv figuring out to do. Good ruck.

OPEN

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TSPG up 200 on huge volume. No news. INKN up 72 on update. CSOL up 25. CYBL up 14. NENE up 12 on intro of its spray-on solar window coating.

AQNM down 38. HLXW down another 9, just about back to where it started it's run up.

CLOSE

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I don't know. Is this hard to figure out? NCEN down 43. Hit 45 cents, then .1225. Gotta love the movement, A? PSUD, GAZU down 25. WTWO down 15. PWER down 12. Now that's big.

KRBF ended up 131. Enzymes for biofuel I think. PSPW up 33. LMCO up 10.

do dah

OPEN

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Indeces still hanging in above the 200-day lines.

NCEN just unbelievable. Hit 45 cents earlier - went up 11x in 6 days now. Now falling, up 27. KRBF having a good day. Up 212. No news. LMCO really breaking out, up 25. NTCXF up 21 on breakthrough news. SNRY up 20.

CYBL down 16.

STUFF

Fuel cell shipments to increase 68% annually thru '12. One projection. Think about it. Maybe for clean coal. Plus vehicles.

Hyundai to sell 500 HFCV's (Hydrogen Fuel Cell Vehicles) in '12, 3 yrs ahead of everyone else.

MIT has battery tech 100x the power of lith-ion by weight. Nanotubes coated with layer of reactive fuel. And we were apprised of this in March somewhere. Ten times is considered breakthrough. Just follow MIT and you can make a fortune. Possibly. Godspeed American science and technology. You sure subsidize it enough.

DOE awarding $575M for carbon capture R&D grants. $4B invested so far matched by $7B private. 22 projects in 15 states. Funded from stimulus.

Group tied to Oklahoma oil billionaires behind campaign to deny man-made climate change taking aim at 10-state program in Northeast begun in '08 to cut power plant emissions. Emissions kill most in Ohio and Pennsylvania. The Kochs.

2 solar thermal projects licensed in Calif in last 2 weeks. 9 more large projects going up for approval before year end. 4.3 GW if all approved.

Israel, as predicted in Bible, has oil and NG off their coast. Levant Basin valued @ $650-700B. Probably will be contention with Lebanon, at least.

Castro admitted that Cuba's communism failed. What a world. The gov employs 75% of people.

US Steelworker's Union accuse China of breaking WTO rules by unfairly subsidizing exports of clean E. China has given its solar suppliers $22.5B to help them compete by securing credit from state-owned banks, most to those Chinese solars listed on the NYSE - Suntech, Yingli, Trina. What was that about Cuba.

New major oil field find in Ghana - Tullow Oil.

Biomass production must be under $300/dry ton to compete with fossil. Origin Oil (OOIL) testing out a wet process coming in around $200.

Denmark has hit the public wall of wind development. Too much noise and increasing power costs after over $700M has gone for subsidies to the companies since '05. Their state-owned power company is stopping onshore windfarms. Much of their wind power is going out of country because the power from wind has to be used when it's made unless it can be stored and we're not there yet. France also is pulling back. But world prices for wind turbines is down 15% from '08.

MIDDAY

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Crazy. NCEN up 75. 9 windfarms in development. No income. 4 cents to 29 cents in 5 days. We're Americans. We love it. However. It be me umble opine that this run is over. CREE flattened out after a strong open. Maybe it's still not corrected enough. COMV jumped up 9 here. But not outside it's downline.

RNNM, EVCA - both EV comps - down 25.

Market flat.

OPEN

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NCEN up another 20. Whether they get the go ahead for an Arizona windfarm should be announced tomorrow. Quintupled since this rally started last week. PSPW up 45. CBWP up 20. CREE breaking out. Up 4.

SESI down 23. CSKH, AWNE down 11.

CLOSE

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Up on light volume. Maybe the new normal.

CBWP down 37. NACF down 27. CLTH down 24. CSOL down 21 on 2k shares. AMLM down 10.

NCEN up 36. OK, maybe they will get Arizona approval on Wednesday. That would surely be sell on the news. Quadrupled now. Give us serfs a break. PSPW, RNNM up 33. BFRE up 18. May be a comeback. AWNE up 12. AONE, ASTI up 10.

OPEN

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Market up, Dow maybe passing through last 200-day line, but volume still light.

NCEN up another 20. Still no news. NGBF up 13. HLXW up 12. May have bottomed. AWNE also up 12. Another wind. AONE up 8 on new factory opening. ASTI up 8 more on China deal announcement. I guess that's why it's been going up. Just love insider trading, don't you?

AMLM down 13. CYBL down 12.

SATURDAY

CBAK breaking out. Punched through 50-day lines, approaching 200's. Up 9% Friday on new contract news. Chinese lith-ion, lith-phospate and lith polymer battery maker. However, this is one of the few Chinese companies that isn't reporting a profit (usually around 10%). Yet.

CSOL up 15% Friday. Right up on its last 200-day. Sales tripled last Q from previous. Ridiculously low price to book and sales. Chinese thermal solar.

CLOSE

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NCEN up 73. CLTH up 59. EVCA up 33. GCHK up 25. ZNNMF up 17. VUOC up 14. NEXS up 10. It's always the ones up 10%. And DSTI up another 8. Yes it can drive you nuts.

RNNM down 25. GAZU down 14. HLXW down another 10. FDEI down 8.

OPEN

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Mart still headed up but not getting past 200-day lines.

NCEN up 60 more. Triple in last 3 days. No news. Blowing past their 50-days. VUOC bounced back 28 on 1,200 shares. WNDT up 10.

NACF down 10. HLXW down 5 more. CREE down 1 more.

CLOSE

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VUOC down 14. NEXS down 12. The LED downgrade thing. CREE, EFOI, LSCG not down much on it. GCHK down 40. GAZU down 21. HLXW a penny. ALTI down 10.

KEPI up 100. NCEN up 50. WWEI up 30. WWPW up 11. VLNC up 8. SOPW up 35. RNNM up 33. PPRW up 19. About time. GSPI up 14.

STUFF

Iran has enough fuel now for 2 nuke warheads. So...

Just a thought: best place now for EV's is France. 80% nuclear energy. And building other clean E.

The Saturn V rocket made 120GW of energy. That's like 120 power plants. Maybe the shuttle makes more huh.

MIT has created a solar cell that not only repairs itself but makes itself.

New York City will require 2% biofuels in heating oil starting Oct '12. May it not be from soybeans please.

Fuel cells could capture over 90% of CO2 from coal plants and convert it to electricity at 60% efficiency (37-44% for coal plants). And we're waiting why.

Americans spend more on potato chips every year than clean energy R&D.

The last major American factory making incandescent light bulbs closes soon. Winchester, Va. 200 jobs.

OPEN

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Market up on job, trade news, volume still light.

HLXW down 17 more, now under a penny again, but up almost 100 from where it started 3 days ago. CREE down 2 more. Under $50. 3-yr chart shows support at $40.

SOPW up 29. NCEN up 28. PSUD up 25. SNRY up 14. CSKH, ECNG up 12. ASTI up another 8. VLNC up 7 on news. Knocking up against their 50-day lines.

CLOSE

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PBEC, NCEN, IAUS up 25. ASTI up 23. Check that out. I got busted through the 50-days. NGLPF up 18. Nevada geothermal. Hm. ECTY up 16. TSPG up 14. JASO up 11. PPRW up 8. EFOI up 6.

HLXW at .0117. CLTH down 45. EVCA, PSPW down 40. SOPW down 28. BFRE, PSUD down 20. CYBL, SLPO down 16. ALTI down 13. CREE down 8.

And another night to try and figure anything out.

3:30P

Might consider buying HLXW here at .011

OPEN

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Indeces up. Low volume still.

I was wrong yesterday about HLXW. Looks like another one-day wonder. Started down late yesterday and down another 27 now. BFRE down 20. FDEI down 13. ALTI down 10. CREE down 5 more.

ECTY up 21 more. Passed through all but one 200-day line. JASO up 7 on contract.

CLOSE

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HLXW up 352. GCHK up 81 I don't have a clue why. EVCA up 66. Route 66? CLTH up 57. AQNM up 33. ALTI up 24. BFRE up 20. QTWW, GCHT, VLNC up 16. ECTY up 12. EMKR up 10.

PSUD, PBEC, SOLR, CSKH down.

STUFF

Aug 29th I wrote that the gov should do tax incentives etc. et al to create jobs with the $2T+ cash stash of major American corporations. Today POTUS wants $50B for infrastructure with tax incentives. Construction jobs are down 33%. Just sayin.

Last week, Gov Rendell of PA announced $20M in state, fed investments to create 1,400 jobs in clean E. That comes in at under $15k each job. Good ruck.

Duke says it may close 7 coal plants in next 5 yrs.

2M smart grid meters now installed.

5% of Canadian homeowners have installed solar. Wonder what US number is.

Of 104 nuke reactors in US, not 2 the same design. Hello. Why is everything so dam stupid.

Canada mandated 5% ethanol blend starting December. O God. Will this shit ever end?

A subsidiary of Goldman Sachs sits on claims for over half of US BLM lands in Nevada for solar development. Cogentrix has yet to develop anything and has no plans to. 5 yrs ago BLM issued leases first come first let and didn't know what the hell they were doing. No solar development anywhere yet on their leases. Or. It was Bush administration plan. You think? What was Paulson's former firm before Treasury? Give us a break.

US's first zero energy school opens this month in Kentucky. Insulation, solar, heat pump geo and nanogel lighting.

A Danish shipping giant will switch to clean diesel (low sulfur) while in Hong Kong port. Well, G, don't use it anywhere else Danish shipping giant.

Germany to extend their 17 nuke plants an extra 12 years beyond 2022. Utilities to pay gov in tax $30B Euro. May be opposition.

DOE says US has entered era of unprecendented expansion of wind power industry, world and US. US in '09 installed 10GW at cost of $21B - ~$2/W. Wind now delivers 2.5% of US power.

DOE (Sec. Chu): "cost effective, sustainable biofuels crucial to building clean energy economy". DOE and USDA together putting in $9M - million - to genetic breeding programs for cellulosic ethanol/biodiesel. First of all, biofuels are NOT clean energy. They may be cleaner than fossil. Maybe. And $9 million. Give us a break. Is this election politics?

When does the frackin stupidity end?

OPEN

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OK. Vacations over. Dow had hit it's last 200-day line Friday, Naz and S&P were close to it. So now we're going down with low volume because, they say, of renewed Euro concerns, like when the Greek "bailout" ends.

Anyway, clean energy stocks continue their dichotomous double-digit action.

HLXW up 135 on news they sold 24 vertical-axis wind turbines. I should have mentioned to you before the open. It could have been bought early at .006 (now over 1 cent). FDEI up 27, but will come back. ALTI up another 22, jumping out from its 200-days. 3-day rally now. QTWW up 17 on news that they're closer to market for their EVs.

PSUD down 31. AFPW down 15. DSTI down 10.

HLXW now up 164. If you're going to jump on, do it now. It could go up several more days.

CLOSE

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I know nobody cares until Tuesday about this, but I want to be faithful to all ye out there.

It was a holiday Friday. Dow up another 100. Maybe things will be OK. Though I think it's just trading range. It's a "wave" election year. They all are anymore probably.

A bunch today. Some you want to pay attention to, more not.

SESI down 40. RVBF down 26. AQNM down 25. TSPG 22. KEPI 21. PBEC 15. WBRE, ENSL 14. AXTG 13. FDEI 12.

BEHL up 41. PSUD 38. EQST 36. DSTI 34. SLTZ 31. CYBL 29. BHWX 28. RGUS 22. WWPW, GAZU 18. ALTI up 13 more. WEST up 12. May be a breakout. GSPI. AFPW 11.

Happy grillin.

OPEN

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I assume the job numbers were better than expected. Hence, market is up.

SESI down 40. FDEI down 14. VSPC down 13.

DSTI up 40. Bust through 50-days. ALTI up 4 more. AFPW up 5 more, doubled in last 5 days.

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Another gulf well explosion. Two is a trend they say. And the Dow up 50 more. Hoo wee.

NACF down another 27. I guess they've pretty much come all the way back. CBWP down 23. PBEC down 20. PWSV, MDTL down 15. NPWZ down 11. GAZU down 10. FDEI came back, volume building.

ALTI up 25. Eyes on them. Out of the blue. AFPW up 16. URRE up 15. AQNM up 14. ASTI up 13. Another eye. VSPC up 11. ASYS up 10.

STUFF

It would take a cut of 80% of CO2 by '20 to keep the atmos from exceeding 400 PPM. '09 we were at 387 PPM. 350 is where we need to be. Course, if you're a Mayan, the world ends in '12 anyway.

Lith-ion batt shipments est. increase shipments in '10 31%.

HUD wastes $1B /yr on energy from not insulating walls, replacing inefficient appliances/bulbs, painting roofs white, etc in 3M homes.

LNG (liq nat gas) is 1/4 the cost of jetfuel (kerosene), less corrosive, less explosive. I'll say this again. 1/4 the cost. Why is LNG not happening for airlines, military, etc? Unless this is not a fact.
Maybe infrastructure is the reason. Excuse me. 1/4 the cost.

EU's biofuel demand is causing a land grab in Africa. How long will this shame go on? Food for fuel. Kind of evil if you think about it.

Toxic metals leaking at 3 coal plant ash dumps/lagoons in Ohio, one in S. Dakota. EPA to decide on regulations for coal waste.

Wind turbines running into opposition from military, FAA. 400-footers look like storms on radar. Well, I guess they just can't figure out where the wind turbines ARE. Stopped 9GW of projects in '09.

Every second, 5 are born and 2 die in the world. In the next 50 years we will need more food produced than in the last 10k years combined. Ever read Malthus?

National oil companies control ~90% proven reserves, over half of production. US oil imports from Saud down 35% last 7 yrs. Canada imports up 61% last 10 yrs.

Over 90% of AAA mortgage-backed securities from '06-'07 are now junk. Moody's and Fitch still rate Spain AAA. S&P downgraded to AA. 20% unemployment, current account deficit 10%, defaulted 3 times in last 2 centuries. A "2nd tier" rating agency - Egan Jones - is paid by bond buyers, not issuers for eval. Imagine that. China's Dagong Global - their new bond rater - rates US AA.

There are 20 possible answers in the Magic 8-ball.

France just decided to inject $1.7B into clean E (including biofuels). Woo. All of $1.7B. Woo.

Swiss gov report says new small diesel cars are better environmentally than EV's that charge with coal or NG.

Last tho not least, California legislators decided not to pass the 33% renewable energy standards bill.

Happy global warming y'all.

OPEN

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Market has a slight up bias.

BFRE down 25. CBWP down 23. FDEI down 20. AQNM down 19.

GAZU bounced back 21. ENSL up 11 more. MDTL up 5 more.

CSIQ had an uninspiring Q report, down 1.

CLOSE

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NACF ended up down 51. KEPI down 44. GAZU down 33. CBWP down 13.

MDTL up 22. FDEI up 16. NPWZ up 15. SOPW up 13. TSPG up 12. NENE up 10. ECTY up 6, sneaking up with Leaf intro. EFOI, APWR up 4.

OPEN

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Well, a nice way to start a month. Dow up over 200 on manufacturing report.

PSUD down 33. NACF down another 31. KEPI down 22.

PSPW up 17. MDTL up 16 more, punching through 50-days. VSPC up 11. EFOI up 6 more.