STUFF

(stock #'s in %)

Zacks gave JASO a strong buy rating. What the hay, they're on their 200-day lines. I say ENOC too. JASO up 1. ENOC up 3.

HOKU got commitment from Chinese bank to complete their Idaho polysilicon plant. Up 15.

China cracking down on illegal/rogue/crime syndicate rare earth minerals mining biz. And I hear Molycorp is going gangbusters.

What the heckywho is going on in Cal solar?! One week after S. Cal Ed abruptly canceled a 5-yr-old contract to buy el from Tessera Solar's 663MW Calico solar Sterling dish project on 4k acres of gov Mojave land Tessera sold it to K Road Power. Yea, and they are? Tessera had been struggling to raise $4.6B needed to build Calico and 700MW Imperial Valley plant near Mex border. K Road says now they will use tried and true PV but make it 850MW with 100MW Stirling tech. That's more than the license allows. Cal E Commission, BLM will have to sign off. Plus now there's the lawsuit and no committed buyer of the el. Oy that vay.

NOAA: 2010 hottest year on record. Artic sea ice a stunning December low. Despite deepest solar minimum in a century.

No US builders - yet - of seagoing vessels needed to erect, maintain the wind turbines expected to go up in Atlantic and Great Lakes. Jones Act prevents vessels made elsewhere from servicing US ports. Expected cost $150-220M/vessel, 2 years to build. Could convert oil/gas industry vessels. But when you go to the bank for $200M+ you can't do too well when tax credits (US energy policy) only go 1-2 years at a time.

And such is our world.