Plan to drill for NG in Karoon region of S Africa would use millions of gallons of water in drought-stricken area. Farmers would be ruined.
Global oil production (all liquid or equivalent) to decline shortly after '15: former oil expert at IEA. Should take another 25 years for significant production from 1st gen biofuels (corn, soy) - ~2.4mb/d.
World paying Ecuador ~$116M not to extract oil from rainforest.
A couple more stuffs.
Saturday, December 31, 2011
STUFF
Fed appeals court ordered delay of Jan 1 stricter limits on coal plant emissions of SO2 and NOX. Well, I guess Republicans are quiet today about activist judges.
$6.3T wiped off global stock markets in '11. Dropped 12% to $45.7T.
Brent oil finished year at $108. India more than tripling oil reserves to 132M bls. China to 500M. I bet they're not the only ones.
Every day ~$1.4T flies around the global electronic marketplace looking for a home.
Production of 1M Rossi E-cat units planned. Nickel-hydrogen cold fusion tech from Italy. I guess we will see.
In '11, avg prices for solar panels dropped almost 50% from '10.
Happy rappy new year, pards.
$6.3T wiped off global stock markets in '11. Dropped 12% to $45.7T.
Brent oil finished year at $108. India more than tripling oil reserves to 132M bls. China to 500M. I bet they're not the only ones.
Every day ~$1.4T flies around the global electronic marketplace looking for a home.
Production of 1M Rossi E-cat units planned. Nickel-hydrogen cold fusion tech from Italy. I guess we will see.
In '11, avg prices for solar panels dropped almost 50% from '10.
Happy rappy new year, pards.
FRIDAY CLOSE
(stock #'s in %)
Market down 69/8/5. Volume half normal. Oil down near $99.
ABAT had a swing of 10 from day's bottom to close. You can usually see at least a couple of those every day.
AMEL up another 27. Almost quintuple in can't be much more than a week. You just never know. They still have no revs, but I admit to not reading their recent reports.
AONE was down 9 on large volume. Back near bottom. O, there was news Thursday. Fisker had to recall cars because of AONE batt defects. O.
ASTI down 9. Another struggling thin film solar.
BFRE up 19. They continually get back to 15 cents. Struggling cellulosic ethanol.
COMV up 4. Showing signs of life. Could be a buy in Jan, sell in Dec.
CSKH up 13. CSOL down 21. EFOI up 16 off the bottom. GEVO up 9. IFXY up 37. KIOR up 11.
NEXS up 21 off the bottom. A lighting comp to watch in '12.
NGLPF up 18 on volume, off their bottom. Geothermal.
NPWZ down 23. They may be gone.
PEIX down 7. Recent court ruling may help them in Calif. But so far those fed subsidies have expired and tariffs lifted on foreign ethanol.
TMEN up 15. UBRG up 13. VNDB down 55. XSNX up 15.
Well, Happy new year and good investing in '12.
Market down 69/8/5. Volume half normal. Oil down near $99.
ABAT had a swing of 10 from day's bottom to close. You can usually see at least a couple of those every day.
AMEL up another 27. Almost quintuple in can't be much more than a week. You just never know. They still have no revs, but I admit to not reading their recent reports.
AONE was down 9 on large volume. Back near bottom. O, there was news Thursday. Fisker had to recall cars because of AONE batt defects. O.
ASTI down 9. Another struggling thin film solar.
BFRE up 19. They continually get back to 15 cents. Struggling cellulosic ethanol.
COMV up 4. Showing signs of life. Could be a buy in Jan, sell in Dec.
CSKH up 13. CSOL down 21. EFOI up 16 off the bottom. GEVO up 9. IFXY up 37. KIOR up 11.
NEXS up 21 off the bottom. A lighting comp to watch in '12.
NGLPF up 18 on volume, off their bottom. Geothermal.
NPWZ down 23. They may be gone.
PEIX down 7. Recent court ruling may help them in Calif. But so far those fed subsidies have expired and tariffs lifted on foreign ethanol.
TMEN up 15. UBRG up 13. VNDB down 55. XSNX up 15.
Well, Happy new year and good investing in '12.
Friday, December 30, 2011
STUFF
American subsid of Enel Green Power turned on 200MW Kansas wind farm. 1.8MW turbines. $350M cost. TVA will buy the power on 20-year PPA. Comp now has 986MW installed wind cap.
4 US makers of wind turbine towers filed complaint over China and Vietnam steel subsidies. 60% tariffs sought. Largest towers sell in $600K range. Tower imports from China, Vietnam roughly doubled in '11. BWEN involved. Commerce Dept has 20 days to initiate investigation. ITC will hold hearings in 3 weeks. And the trade war grows.
US fed judge ruled Calif's Low Carb Fuel Standard interferes with "maintenance of national economic union unfettered by state-imposed limits on interstate commerce". May stop Calif importing Brazilian ethanol (lower carb than domestic US) and Nebraska (et al) exporting eth to Brazil. The shipping - unnecessary (very dirty) emissions and waste of fuel - is the issue. Good call, judge, looks like.
DOE said their Joint Bio Energy Institute achieved major breakthrough in engineering systems of RNA molecules that could help development of cheaper advanced biofuels.
USDA deregulated Monsanto's 1st-generation drought-tolerant corn. Farm trials in '12.
And that's the final Friday nuze. It's been an honor to report to you pards. I will keep trying to do it better to give you more of what you want and need to know in clean energy and all energy and even not energy. Thank you for coming and reading.
And HAPPY TRAILS IN '12! WOO HOO!
4 US makers of wind turbine towers filed complaint over China and Vietnam steel subsidies. 60% tariffs sought. Largest towers sell in $600K range. Tower imports from China, Vietnam roughly doubled in '11. BWEN involved. Commerce Dept has 20 days to initiate investigation. ITC will hold hearings in 3 weeks. And the trade war grows.
US fed judge ruled Calif's Low Carb Fuel Standard interferes with "maintenance of national economic union unfettered by state-imposed limits on interstate commerce". May stop Calif importing Brazilian ethanol (lower carb than domestic US) and Nebraska (et al) exporting eth to Brazil. The shipping - unnecessary (very dirty) emissions and waste of fuel - is the issue. Good call, judge, looks like.
DOE said their Joint Bio Energy Institute achieved major breakthrough in engineering systems of RNA molecules that could help development of cheaper advanced biofuels.
USDA deregulated Monsanto's 1st-generation drought-tolerant corn. Farm trials in '12.
And that's the final Friday nuze. It's been an honor to report to you pards. I will keep trying to do it better to give you more of what you want and need to know in clean energy and all energy and even not energy. Thank you for coming and reading.
And HAPPY TRAILS IN '12! WOO HOO!
FRIDAY OPEN
(stock #'s in %)
Market down 24/2/1. Volume half of normal. Oil steady under $100. Market is closed Monday.
IFXY up 49 on 1k shares. TRKP up 13. NGBF, LEOM up 12. HOKU up 11.
BLQN down 66 on 500 shares. PTOS, HEVV, CPWY down 12. XSNX down 9, new low. SATC down 8. ASTI down 7, new low.
Market down 24/2/1. Volume half of normal. Oil steady under $100. Market is closed Monday.
IFXY up 49 on 1k shares. TRKP up 13. NGBF, LEOM up 12. HOKU up 11.
BLQN down 66 on 500 shares. PTOS, HEVV, CPWY down 12. XSNX down 9, new low. SATC down 8. ASTI down 7, new low.
Thursday, December 29, 2011
THURSDAY CLOSE
(stock #'s in %)
Market up 135/23/13. Volume still half normal. Oil still at least under $100.
AMEL up 33. Reported this morn. And stayed up. Must be nice to triple in days. And be on the inside. VLNC up 32. There's a newcomer. CSOL up 27. SOPW up 22. NTCXF, ENSL up 21. WEST up 18. Well, they had really fallen from grace. NGBF, PSPW up 14. Man, PSPW sure moves around. AETI up another 11, another new high. Where do these guys quit?
AMLM down 25. Back to the hole. VNDB down 23. Who knows? TMEN down 15. CRGE down 12. ALTI, UBRG down 11. BFRE, EFOI, NGLPF down 10. XSNX down 9. ABAT down 8.
Market up 135/23/13. Volume still half normal. Oil still at least under $100.
AMEL up 33. Reported this morn. And stayed up. Must be nice to triple in days. And be on the inside. VLNC up 32. There's a newcomer. CSOL up 27. SOPW up 22. NTCXF, ENSL up 21. WEST up 18. Well, they had really fallen from grace. NGBF, PSPW up 14. Man, PSPW sure moves around. AETI up another 11, another new high. Where do these guys quit?
AMLM down 25. Back to the hole. VNDB down 23. Who knows? TMEN down 15. CRGE down 12. ALTI, UBRG down 11. BFRE, EFOI, NGLPF down 10. XSNX down 9. ABAT down 8.
STUFF
Vestas got order for 52MW of wind turbines for Spain farm. 2MW turbines. Delivery 1Q12.
Ormat signed 20-year PPA for 10MW solar PV farm in Imperial Valley, CA.
Team at Notre Dame developed inexpensive "solar paint". Uses semiconducting nanoparticles (quantum dots). 1% efficiency so far.
JASO got 19MW order from German comp. Up 2% on the news.
France's EDF - Europe's biggest power generator - to pay $914M to increase holdings in Italy's 2nd largest utility - Edison - to 81% from just over 50%.
Tres Amigas raised $12M from Mitsui to complete $15M round. ~$1.5B needed for the superconducting, direct current super hub to connect US' 3 major grids.
Navy under scrutiny for buying $15/gal biojetfuel instead of normal $4/gal fuel. Spent $12M.
China to extend to late June their anti-dumping probe on US distillers' dried grains imports.
Brazil will lend up to $268M/yr for ethanol makers to stock adequate supplies between harvests.
Argentina passed Brazil and France in '11 to become 3rd largest biofuel producer behind Germany and US. US produced 2.5M tons, up from >1M in '10. Argentina expected to come in at 2.4M.
Ormat signed 20-year PPA for 10MW solar PV farm in Imperial Valley, CA.
Team at Notre Dame developed inexpensive "solar paint". Uses semiconducting nanoparticles (quantum dots). 1% efficiency so far.
JASO got 19MW order from German comp. Up 2% on the news.
France's EDF - Europe's biggest power generator - to pay $914M to increase holdings in Italy's 2nd largest utility - Edison - to 81% from just over 50%.
Tres Amigas raised $12M from Mitsui to complete $15M round. ~$1.5B needed for the superconducting, direct current super hub to connect US' 3 major grids.
Navy under scrutiny for buying $15/gal biojetfuel instead of normal $4/gal fuel. Spent $12M.
China to extend to late June their anti-dumping probe on US distillers' dried grains imports.
Brazil will lend up to $268M/yr for ethanol makers to stock adequate supplies between harvests.
Argentina passed Brazil and France in '11 to become 3rd largest biofuel producer behind Germany and US. US produced 2.5M tons, up from >1M in '10. Argentina expected to come in at 2.4M.
THURSDAY OPEN
(stock #'s in %)
Market up 98/14/9. Volume still half normal. Oil back under $100.
WEST up 39 on rebound. Not a bad rebound. Started after the open. AMEL up another 33. Triple in what, a week? NGBF, NTCXF up 14. HSOL up 4, other Chinese solars up.
SPIR down 10. CRGE, CSKH down 8. ABAT, XSNX, ENOC down 4.
Market up 98/14/9. Volume still half normal. Oil back under $100.
WEST up 39 on rebound. Not a bad rebound. Started after the open. AMEL up another 33. Triple in what, a week? NGBF, NTCXF up 14. HSOL up 4, other Chinese solars up.
SPIR down 10. CRGE, CSKH down 8. ABAT, XSNX, ENOC down 4.
Wednesday, December 28, 2011
STUFF
Congress let tax credit for installing EV chargers lapse. Ends Saturday. 30% deduction of costs. Was 50% in '10. $7,500 tax credit for buying new EV's still in place.
Sempra announced 42MW of new AZ solar PV installs now providing power to grid. Part of 150MW project slated for early '13 completion.
India's Tata Power to buy out BP Solar's share of their joint venture. The JV among top 3 solar cell/panel makers in India.
Next Era E - top wind developer in US - announced 2 financing deals this week. $234M for 237MW of wind projects in OK and CA. Also subsid Golden Winds - with 206MW wind capacity - issued financial stake to JP Morgan Capital for $131M at close, $78M more in early '12.
Edison Mission Energy closed on $242M for 3 wind projects totaling 204MW already commissioned in OK and a 3rd in WV nearing completion.
First Wind got $210M for 105MW wind project in WA scheduled for '12 completion.
Euro Bank for Reconstruction and Development approved $59M loan to Serbia's state-owned utility for renovating/building small hydro plants.
Nickel-Hydrogen low-energy nuke reactors the latest magic bullet being touted.
Sempra announced 42MW of new AZ solar PV installs now providing power to grid. Part of 150MW project slated for early '13 completion.
India's Tata Power to buy out BP Solar's share of their joint venture. The JV among top 3 solar cell/panel makers in India.
Next Era E - top wind developer in US - announced 2 financing deals this week. $234M for 237MW of wind projects in OK and CA. Also subsid Golden Winds - with 206MW wind capacity - issued financial stake to JP Morgan Capital for $131M at close, $78M more in early '12.
Edison Mission Energy closed on $242M for 3 wind projects totaling 204MW already commissioned in OK and a 3rd in WV nearing completion.
First Wind got $210M for 105MW wind project in WA scheduled for '12 completion.
Euro Bank for Reconstruction and Development approved $59M loan to Serbia's state-owned utility for renovating/building small hydro plants.
Nickel-Hydrogen low-energy nuke reactors the latest magic bullet being touted.
WEDNESDAY OPEN
(stock #'s in %)
Market down 96/25/11. Volume a little over half normal. Oil down under $101. No reasons found yet why mart's down. Italy bond sales went well. Must be something only Wall Street knows.
CRGE up 71. AMLM up 28 more. EMKR up 22 after reporting after yesterday's close. LEDS up 20. BHWX up 16. SATC up 14 on rebound. EFOI up 8 on news. ENOC up 6.
VNDB down 23. WEST down 17 more. Something not being said there. ALTI down 16. XSNX down 12. ZAAP down 8. HSOL down 6, new low, other Chinese solars down.
Market down 96/25/11. Volume a little over half normal. Oil down under $101. No reasons found yet why mart's down. Italy bond sales went well. Must be something only Wall Street knows.
CRGE up 71. AMLM up 28 more. EMKR up 22 after reporting after yesterday's close. LEDS up 20. BHWX up 16. SATC up 14 on rebound. EFOI up 8 on news. ENOC up 6.
VNDB down 23. WEST down 17 more. Something not being said there. ALTI down 16. XSNX down 12. ZAAP down 8. HSOL down 6, new low, other Chinese solars down.
Tuesday, December 27, 2011
STUFF
Exxon short a $50M payment from Iraq for improvements made to SE oil field.
Through 11 months of '11, over 8,700 Nissan LEAFs and over 6,100 Chevy Volts have been sold in US. Globally, over 20k LEAFs. Nissan goal 1.5M sold by '16. Mitsubishi "i" comes out next year. Ford Focus. A few others. Pike Research sees >5M EV's on roads by '17.
$188M pipeline will move Bakken, 3 Forks oil to Manitoba.
US '11 wind power installs likely to top out around 7GW for total >45GW installed.
Sion Power (Tucson) got $50M funding to further develop their lithium sulfur batt tech. Better power characteristics than lith-ion.
Rosneft has overtaken Exxon as world's biggest oil producer.
Shell shutting down 200kb/d oil field off Nigerian coast until leak fixed. Nigerian president said country's oil reserves may dry up next 35 years at current rate of depletion. And their export-import bank is funding $695M for renewable energy projects.
Congress failed to renew tax credit for ethanol blending or renew tariff on imported ethanol.
Cincinnati's Beckjord power plant to shut down soon. It's been burning coal for 6 decades.
EU still going ahead with charging airlines for GHG emissions starting Jan 1. China has threatened a possible trade war over it.
India planning oil stockpile >2x size of previously-announced reserves.
Imperial Oil plans to double its Canadian oil sands production to ~600kb/d by '20.
NG getting rationed in Pakistan. Supplies down 33% from last year.
India delaying startup of 2 new Russian-built nuke reactors because of local protests.
China National Offshore Oil reported pipeline leaks at offshore facility and halted production from the field.
Conoco Phillips got fed permit to build bridge and pipeline crossings over Alaska river to gain access to leases in National Petrol Reserve.
Chiquita to stop using fuel from refineries linked to Canada oil sands.
Through 11 months of '11, over 8,700 Nissan LEAFs and over 6,100 Chevy Volts have been sold in US. Globally, over 20k LEAFs. Nissan goal 1.5M sold by '16. Mitsubishi "i" comes out next year. Ford Focus. A few others. Pike Research sees >5M EV's on roads by '17.
$188M pipeline will move Bakken, 3 Forks oil to Manitoba.
US '11 wind power installs likely to top out around 7GW for total >45GW installed.
Sion Power (Tucson) got $50M funding to further develop their lithium sulfur batt tech. Better power characteristics than lith-ion.
Rosneft has overtaken Exxon as world's biggest oil producer.
Shell shutting down 200kb/d oil field off Nigerian coast until leak fixed. Nigerian president said country's oil reserves may dry up next 35 years at current rate of depletion. And their export-import bank is funding $695M for renewable energy projects.
Congress failed to renew tax credit for ethanol blending or renew tariff on imported ethanol.
Cincinnati's Beckjord power plant to shut down soon. It's been burning coal for 6 decades.
EU still going ahead with charging airlines for GHG emissions starting Jan 1. China has threatened a possible trade war over it.
India planning oil stockpile >2x size of previously-announced reserves.
Imperial Oil plans to double its Canadian oil sands production to ~600kb/d by '20.
NG getting rationed in Pakistan. Supplies down 33% from last year.
India delaying startup of 2 new Russian-built nuke reactors because of local protests.
China National Offshore Oil reported pipeline leaks at offshore facility and halted production from the field.
Conoco Phillips got fed permit to build bridge and pipeline crossings over Alaska river to gain access to leases in National Petrol Reserve.
Chiquita to stop using fuel from refineries linked to Canada oil sands.
TUESDAY CLOSE
(stock #'s in %)
Market mixed and flat. Volume half normal. Oil over $101.
CPWY up 41. CABN up 20. AMEL up 17 more. AMLM up 16. ECTY, KNDI up 13. NGBF up 11. BIOF up 6. LSCG, COMV, PEIX up 4.
CRGE down 44. WEST, CSKH down 17. SATC down 16, new low. AMBT, MMMW down 15. ABAT, XDSL down 13. ENZR down 12. HSOL down 8, back to its bottom, other Chinese solars down. NENE down 3 more.
Market mixed and flat. Volume half normal. Oil over $101.
CPWY up 41. CABN up 20. AMEL up 17 more. AMLM up 16. ECTY, KNDI up 13. NGBF up 11. BIOF up 6. LSCG, COMV, PEIX up 4.
CRGE down 44. WEST, CSKH down 17. SATC down 16, new low. AMBT, MMMW down 15. ABAT, XDSL down 13. ENZR down 12. HSOL down 8, back to its bottom, other Chinese solars down. NENE down 3 more.
TUESDAY OPEN
(stock #'s in %)
Market up 9/3/1. Volume half normal. Oil over $100.
CPWY up 41. VNDB up 5. COMV, PEIX up 4.
MGLT down 24. CRGE down 18. CSKH down 17. WEST down 10. Are they going to survive? PSPW down 8. CSIQ, HEVV down 6. CABN down 5, now back to pre-news release level. HSOL, ABAT down 5.
Market up 9/3/1. Volume half normal. Oil over $100.
CPWY up 41. VNDB up 5. COMV, PEIX up 4.
MGLT down 24. CRGE down 18. CSKH down 17. WEST down 10. Are they going to survive? PSPW down 8. CSIQ, HEVV down 6. CABN down 5, now back to pre-news release level. HSOL, ABAT down 5.
Monday, December 26, 2011
FRIDAY CLOSE
(stock #'s in %)
Market was up 124/19/11. Volume was holiday light. Oil steady under $100. Naz up against 50-day lines and the lower 200-day line. If it goes through those lines, of course, we may have a final bullish week, but volume will be weak. Dow, S&P are over all lines. Markets around the world are up today. Looking positive.
VNDB up 133. You just never know when the market's fickle finger is going to show up. PSPW up 76, I guess on last Thursday's news. Incredible. They're up to all their lines again. I would think there will be opportunity to buy these guys lower. But they may slam through the lines tomorrow, too. Only a trickle of income so far. RNNM up 26. ASPW up 25. They have a reverse split coming up tomorrow. SPIR up 21. CSOL up 18. AMEL was up 17 more. Almost doubled in a few days. XDSL up 15. AMTX up 14. Almost 10x from their 12-month low. Going up since April, but now up against 50-day lines. Their revenues are down this year and they lose money. Go figure. CBWP up 13. May be coming off their bottom. ACFN was up 10, making a new high. ECOS up 10. HEVV up 10, off the bottom. Going bankrupt or not? ZAAP up 9. SATC up 8, off the bottom. BIOF up 5.
CPWY down 27. They do move around. EFOI down 18, new low. Bottom may be in. LED's. CABN down 15. PTOS down 12. NTCXF down 11. EVSI down 10. COMV down 6. Chinese solars all down, led by HSOL down 6. ABAT down 5. BLDP down 2, made new low. BWEN down 2.
Happy trailering.
Market was up 124/19/11. Volume was holiday light. Oil steady under $100. Naz up against 50-day lines and the lower 200-day line. If it goes through those lines, of course, we may have a final bullish week, but volume will be weak. Dow, S&P are over all lines. Markets around the world are up today. Looking positive.
VNDB up 133. You just never know when the market's fickle finger is going to show up. PSPW up 76, I guess on last Thursday's news. Incredible. They're up to all their lines again. I would think there will be opportunity to buy these guys lower. But they may slam through the lines tomorrow, too. Only a trickle of income so far. RNNM up 26. ASPW up 25. They have a reverse split coming up tomorrow. SPIR up 21. CSOL up 18. AMEL was up 17 more. Almost doubled in a few days. XDSL up 15. AMTX up 14. Almost 10x from their 12-month low. Going up since April, but now up against 50-day lines. Their revenues are down this year and they lose money. Go figure. CBWP up 13. May be coming off their bottom. ACFN was up 10, making a new high. ECOS up 10. HEVV up 10, off the bottom. Going bankrupt or not? ZAAP up 9. SATC up 8, off the bottom. BIOF up 5.
CPWY down 27. They do move around. EFOI down 18, new low. Bottom may be in. LED's. CABN down 15. PTOS down 12. NTCXF down 11. EVSI down 10. COMV down 6. Chinese solars all down, led by HSOL down 6. ABAT down 5. BLDP down 2, made new low. BWEN down 2.
Happy trailering.
Friday, December 23, 2011
FRIDAY OPEN
(stock #'s in %)
Market up 41/1/3. Volume holiday half of normal. Oil still under $100. Nov durable goods orders up 3.8%. Congress passed 2-month extension of payroll tax. Merry Christmas, A?
Some of the Christmas gifts - PSPW up 50. RNNM up 26. NGBF up 17. ENSL up 14. AMEL up 12. SPWR up 11 on news. They are buying Total's solar unit and Total is buying SPWR stock. SPIR up 10. ASTI up 9 more. ZAAP up 9. DSTI up 8.
Some lumps of coal - BHWX down 20. VNDB down 16. EFOI down 15. FDEI, BSRC down 12. ECOS down 8. COMV, HSOL down 4.
Market closed Monday.
Market up 41/1/3. Volume holiday half of normal. Oil still under $100. Nov durable goods orders up 3.8%. Congress passed 2-month extension of payroll tax. Merry Christmas, A?
Some of the Christmas gifts - PSPW up 50. RNNM up 26. NGBF up 17. ENSL up 14. AMEL up 12. SPWR up 11 on news. They are buying Total's solar unit and Total is buying SPWR stock. SPIR up 10. ASTI up 9 more. ZAAP up 9. DSTI up 8.
Some lumps of coal - BHWX down 20. VNDB down 16. EFOI down 15. FDEI, BSRC down 12. ECOS down 8. COMV, HSOL down 4.
Market closed Monday.
Thursday, December 22, 2011
THURSDAY CLOSE
(stock #'s in %)
Market up 61/21/10. Volume light. Oil still under $100.
PPRW up 205 on 100 shs. Just reporting. AMEL up 66. PTOS up 31. FDEI up 23. CERP up 19. AMLM up 15. HSOL, ASTI, XIDE up 10. AONE up 8. WEST, COMV up 6. ENOC, ABAT up 5.
ECOS down 30. ZAAP down 16. ASPW, VNDB down 14. DSTI down 12. SOPW down 11. PEIX down 6. NENE down 3. LSCG, BWEN down 2.
Market up 61/21/10. Volume light. Oil still under $100.
PPRW up 205 on 100 shs. Just reporting. AMEL up 66. PTOS up 31. FDEI up 23. CERP up 19. AMLM up 15. HSOL, ASTI, XIDE up 10. AONE up 8. WEST, COMV up 6. ENOC, ABAT up 5.
ECOS down 30. ZAAP down 16. ASPW, VNDB down 14. DSTI down 12. SOPW down 11. PEIX down 6. NENE down 3. LSCG, BWEN down 2.
STUFF
Recurrent E got $250M financing for 200MW of solar PV projects in N Am.
AMRC got DOE acceptance for SC biomass cogen plant. 20MW online in '12. Replacing coal plant. Will use 325K tons/yr of forest residue, wood chips.
Shell oil spill off Nigeria one of worst. 40K bls heading to coast. Platform shut down.
Ag Dept to allow sale of biotech corn developed by Monsanto to resist drought conditions.
AONE got 2 new grid storage projects for their li-ion batt tech. This time directly with utilities. One 2MW, other 1MW.
Weekly US oil stocks fell 10.6M bls, way above estimates. Could be shipping/wx-related or tightening markets. Won't know for weeks.
Value of Iran's currency has fallen >50% against dollar in last 3 months.
DOE: 2x as many EV charging stations in US than E85 pumps. 4.4K charging stations, ~16.5K EV's. 2.5K E85 pumps, 7.6M vehicles that can run on it.
Turkey condemns Assad. Arab observers head to Syria. As Iraq battles itself. Eqypt still killing citizens. Haven't herd much lately from Yemen or other places.
AMRC got DOE acceptance for SC biomass cogen plant. 20MW online in '12. Replacing coal plant. Will use 325K tons/yr of forest residue, wood chips.
Shell oil spill off Nigeria one of worst. 40K bls heading to coast. Platform shut down.
Ag Dept to allow sale of biotech corn developed by Monsanto to resist drought conditions.
AONE got 2 new grid storage projects for their li-ion batt tech. This time directly with utilities. One 2MW, other 1MW.
Weekly US oil stocks fell 10.6M bls, way above estimates. Could be shipping/wx-related or tightening markets. Won't know for weeks.
Value of Iran's currency has fallen >50% against dollar in last 3 months.
DOE: 2x as many EV charging stations in US than E85 pumps. 4.4K charging stations, ~16.5K EV's. 2.5K E85 pumps, 7.6M vehicles that can run on it.
Turkey condemns Assad. Arab observers head to Syria. As Iraq battles itself. Eqypt still killing citizens. Haven't herd much lately from Yemen or other places.
THURSDAY OPEN
(stock #'s in %)
Market up 45/14/6. Volume a little above avg. Oil near $100. US jobless claims fell.
MGLT up 30 on 1k shares. ENSL up 18. AMEL up 14. HSOL up 8. AMLM up 7. AONE up 6 on news. ABAT, CSUN(D) up 5. COMV, ENOC up 3, ENOC punching over 50-day lines, so far. I recommend.
ECOS down 20. PEIX down 5. LSCG down 4. BIOF down 3. BWEN down 3.
Market up 45/14/6. Volume a little above avg. Oil near $100. US jobless claims fell.
MGLT up 30 on 1k shares. ENSL up 18. AMEL up 14. HSOL up 8. AMLM up 7. AONE up 6 on news. ABAT, CSUN(D) up 5. COMV, ENOC up 3, ENOC punching over 50-day lines, so far. I recommend.
ECOS down 20. PEIX down 5. LSCG down 4. BIOF down 3. BWEN down 3.
Wednesday, December 21, 2011
WEDNESDAY CLOSE
(stock #'s in %)
Market mixed and flat. Volume normal. Oil up near $99. Report: Saud oil breakeven now at $91. Wasn't long ago they were getting it out of the ground for $4. S&P downgraded Hungary.
TRKP up 66. CPWY up 61. MMMW up 25. LEDS up 13. COMV up 8. BIOF up 4.
PPRW down 50. PTOS down 23. PSPW down 20. QTMM down 19. ENSL down 18. SPIR down 16. NPWZ, WEST down 14. News on WEST. VNDB down 12. HOKU down 10. DSTI down 9. ECTY down 8. ABAT, JASO down 5.
Market mixed and flat. Volume normal. Oil up near $99. Report: Saud oil breakeven now at $91. Wasn't long ago they were getting it out of the ground for $4. S&P downgraded Hungary.
TRKP up 66. CPWY up 61. MMMW up 25. LEDS up 13. COMV up 8. BIOF up 4.
PPRW down 50. PTOS down 23. PSPW down 20. QTMM down 19. ENSL down 18. SPIR down 16. NPWZ, WEST down 14. News on WEST. VNDB down 12. HOKU down 10. DSTI down 9. ECTY down 8. ABAT, JASO down 5.
STUFF
N Korea's mineral resources reportedly worth >$52B. In 30 years, could be largest mining industry in world. Goldman says a united Korea GDP could exceed France, Germany and possibly Japan. China will end up controlling it. Seoul is 2nd largest metro area in world. 25M. N Korea has 700-ship navy, largest sub fleet in world and 1,650 military aircraft. Reports they've tested "super EMP weapon". And if Koreans don't mourn properly, they and family could be shipped to prison camp. What a world.
We Energies (Wisc El Power) 162MW wind farm - largest in Wisc - turned on yesterday. BWEN towers, Vestas 1.8MW turbines. Year and half to build. $363M. We E now building 50MW biomass-fueled plant. '13 completion. That will put them in compliance with Wisc RES - 10% renewables by '15.
EPA issued rule limiting mercury emissions. EPA director recently on Dr. Oz: $1 spent on controlling pollution saves $20-$30 in health, other costs. Too bad for biz, but they have to come up with that $1.
In just 1 generation, evolution can render captive salmon unable to perform well in wild. Viagra needed?
Western Great Lakes gray wolves have more than recovered from endangered status. Keep an eye on the kids.
Whooping cranes spotted in W NC for 1st time. (Endangered).
Japan says decommissioning damaged reactors could take 40 years. I guess that's 1 reason why we're still leary of nuclear power. Very expensive.
Ameren seeking license renewal for MO nuke plant.
BP now out of solar biz. Well, they sure had a great ad campaign for awhile, huh?
Germany's Solar Millenium filed for "insolvency". 2.25GW in pipeline.
JASO hit 18.5% efficiency in production.
Abengoa temporarily shutting down ethanol plants in Kan and NM. Their 2 smallest. "Market conditions." US eth futures hit 12-month low ~$2.09/gal.
We Energies (Wisc El Power) 162MW wind farm - largest in Wisc - turned on yesterday. BWEN towers, Vestas 1.8MW turbines. Year and half to build. $363M. We E now building 50MW biomass-fueled plant. '13 completion. That will put them in compliance with Wisc RES - 10% renewables by '15.
EPA issued rule limiting mercury emissions. EPA director recently on Dr. Oz: $1 spent on controlling pollution saves $20-$30 in health, other costs. Too bad for biz, but they have to come up with that $1.
In just 1 generation, evolution can render captive salmon unable to perform well in wild. Viagra needed?
Western Great Lakes gray wolves have more than recovered from endangered status. Keep an eye on the kids.
Whooping cranes spotted in W NC for 1st time. (Endangered).
Japan says decommissioning damaged reactors could take 40 years. I guess that's 1 reason why we're still leary of nuclear power. Very expensive.
Ameren seeking license renewal for MO nuke plant.
BP now out of solar biz. Well, they sure had a great ad campaign for awhile, huh?
Germany's Solar Millenium filed for "insolvency". 2.25GW in pipeline.
JASO hit 18.5% efficiency in production.
Abengoa temporarily shutting down ethanol plants in Kan and NM. Their 2 smallest. "Market conditions." US eth futures hit 12-month low ~$2.09/gal.
WEDNESDAY OPEN
(stock #'s in %)
Market down 33/36/4. Volume above avg. Oil up over $98. ECB lending record amount - $645B - to Euro banks.
AMLM up 20. TRKP up 11 on news. AMEL up 8. ABAT, COMV up 3.
PPRW down 50. QTMM down 20. ENSL down 18. PTOS down 12. ZAAP down 8. PSPW down 6. BWEN down 4. JASO down 3.
Market down 33/36/4. Volume above avg. Oil up over $98. ECB lending record amount - $645B - to Euro banks.
AMLM up 20. TRKP up 11 on news. AMEL up 8. ABAT, COMV up 3.
PPRW down 50. QTMM down 20. ENSL down 18. PTOS down 12. ZAAP down 8. PSPW down 6. BWEN down 4. JASO down 3.
Tuesday, December 20, 2011
TUESDAY CLOSE
(stock #'s in %)
Market up 337/80/35. Volume a little light. Coming on Christmas. Oil over $97.
CSIQ up 37. Chinese solars. Whom do you trust? CSIQ got the same kind of news that FSLR got a while ago. But FSLR is bigger. Maybe this is the bottom, though, for Chinese solars. JASO, CSUN were up 13. HSOL only 6. But I understand there were Chinese solar gains on other exchanges. NTCXF up 23 on that news this morn. AMSC up 16. For no reason. Just cuz. AMLM, SOPW up 13. BWEN, ACPW up 10. ABAT, PEIX up 8. ENOC up 6. COMV up 5 with news after hours.
VNDB down 62. May be down and out. MMMW down 27. NGBF down 17. ECOS down 16. BHWX, ZNNMF down 13. CSKH, ASPW down 11. HEVV down 10. May be bankrupt the rumor. AMEL down 9. LSCG and NENE down 4. Watch these guys.
Market up 337/80/35. Volume a little light. Coming on Christmas. Oil over $97.
CSIQ up 37. Chinese solars. Whom do you trust? CSIQ got the same kind of news that FSLR got a while ago. But FSLR is bigger. Maybe this is the bottom, though, for Chinese solars. JASO, CSUN were up 13. HSOL only 6. But I understand there were Chinese solar gains on other exchanges. NTCXF up 23 on that news this morn. AMSC up 16. For no reason. Just cuz. AMLM, SOPW up 13. BWEN, ACPW up 10. ABAT, PEIX up 8. ENOC up 6. COMV up 5 with news after hours.
VNDB down 62. May be down and out. MMMW down 27. NGBF down 17. ECOS down 16. BHWX, ZNNMF down 13. CSKH, ASPW down 11. HEVV down 10. May be bankrupt the rumor. AMEL down 9. LSCG and NENE down 4. Watch these guys.
STUFF
Google teaming with KKR to buy 4 solar plants in Cal - total 88MW - from Recurrent E (owned by Sharp). Brings Google total solar investment to >$915M.
Duke-Am Transmission bought Zephyr Power Transmission Project to continue development of the 950-mile power line to deliver WY wind energy to S west. 500kV DC project est @ $3.5B. 3GW of wind farms planned for E WY.
China announced last week a 50% increase in its solar plan. Now aiming for 15GW installed by '15. Their production capac now 30-40GW and current domestic market ~2GW/y.
Drop in Spain's borrowing costs, strong econ data from Germany easing EU worries some and helping market today.
10% of TX trees succumbed to drought.
DOI last Friday gave conditional green light for Shell to explore for oil in summer in Alaska waters (Chukchi Sea).
CA-based Stion got $130M VC financing for their CIGS PV tech. They're expanding a MS plant and opening Korean manufacturing subsid. 14% efficiency in early production.
Coast Guard, Cummins partnering to study biodiesel in marine inboard engines.
Duke-Am Transmission bought Zephyr Power Transmission Project to continue development of the 950-mile power line to deliver WY wind energy to S west. 500kV DC project est @ $3.5B. 3GW of wind farms planned for E WY.
China announced last week a 50% increase in its solar plan. Now aiming for 15GW installed by '15. Their production capac now 30-40GW and current domestic market ~2GW/y.
Drop in Spain's borrowing costs, strong econ data from Germany easing EU worries some and helping market today.
10% of TX trees succumbed to drought.
DOI last Friday gave conditional green light for Shell to explore for oil in summer in Alaska waters (Chukchi Sea).
CA-based Stion got $130M VC financing for their CIGS PV tech. They're expanding a MS plant and opening Korean manufacturing subsid. 14% efficiency in early production.
Coast Guard, Cummins partnering to study biodiesel in marine inboard engines.
TUESDAY OPEN
(stock #'s in %)
Market up 253/63/28. Volume a little above avg. Oil up around $97. US housing starts up 9.3% in Nov on rental unit building.
CSIQ up 28. Trans Canada to buy 86MW of CSIQ Ontario projects for $470M. AMLM up 18 in bounce back. NTCXF up 15. They got an exclusive license from NREL to make "black silicon" solar cells. ABAT up 14. RSOL up 12. Closed on their merger. PEIX up 8. Closed on their plant buy back and financing. CSUN up 8. HSOL, LSCG up 7. Might be time to buy LSCG. ENOC up 6. Still looking for breaking through 50-day lines and staying. BWEN up 5.
ECOS, VNDB, QTMM down 20. NGBF down 17. BHWX down 16. HEVV down 13. ASPW down 11.
Market up 253/63/28. Volume a little above avg. Oil up around $97. US housing starts up 9.3% in Nov on rental unit building.
CSIQ up 28. Trans Canada to buy 86MW of CSIQ Ontario projects for $470M. AMLM up 18 in bounce back. NTCXF up 15. They got an exclusive license from NREL to make "black silicon" solar cells. ABAT up 14. RSOL up 12. Closed on their merger. PEIX up 8. Closed on their plant buy back and financing. CSUN up 8. HSOL, LSCG up 7. Might be time to buy LSCG. ENOC up 6. Still looking for breaking through 50-day lines and staying. BWEN up 5.
ECOS, VNDB, QTMM down 20. NGBF down 17. BHWX down 16. HEVV down 13. ASPW down 11.
Monday, December 19, 2011
STUFF
Buffett's Mid Am E to buy 49% stake in NRG's $1.8B 290MW solar project being built in AZ by FSLR. 1/4 completed. $967M DOE loan guarantee earlier this year. 25-yr PPA with PG&E. Mid Am's 2nd solar purchase in days.
Cheneire Energy (AMEX: LNG) a comp to look at.
US solar industry installed 449MW in Q3. Best ever Q. Over 1GW installed in '11 thru Q3. '10 total was 887MW. With strong Q4, 1.7GW expected for '11. But Treasury's 1603 program to expire end of this month.
Kinberly-Clark Calif distrib center installed 4.9MW solar PV on roof.
TX will have new building code in Jan that should cut E use of new single-family homes by >15%. They tightened codes for all other building in April. Houston passed measure requiring new homes to be 5% more efficient than new state code.
Omnibus spending bill did prohibit DOE from enforcing new light bulb efficiency standards. But industry unlikely to change course now.
Oil rig capsized offshore Russia.
NRC voted last week to approve a new advanced reactor design.
Major decline in cattle population from TX drought. Have you seen meat prices fall?
Coskata filed for $100M IPO. IL-based comp to use low-cost foodstocks like woody biomass and muni waste to produce ethanol.
Hate to spoil Christmas week, y'all, but last week IMF managing director warned the EU situation could slide us into world-wide depression like the '30's.
Iran announced new discovery of 50TCF of NG in Caspian.
Canada gave green light to drilling offshore in Arctic as long as operators meet safety requirements.
TNK-BP to invest $10B in new pipeline to ship Russian Arctic oil to Asia.
US unsealed >$330M of winning bids for new drilling leases in Gulf of Mex.
Cheneire Energy (AMEX: LNG) a comp to look at.
US solar industry installed 449MW in Q3. Best ever Q. Over 1GW installed in '11 thru Q3. '10 total was 887MW. With strong Q4, 1.7GW expected for '11. But Treasury's 1603 program to expire end of this month.
Kinberly-Clark Calif distrib center installed 4.9MW solar PV on roof.
TX will have new building code in Jan that should cut E use of new single-family homes by >15%. They tightened codes for all other building in April. Houston passed measure requiring new homes to be 5% more efficient than new state code.
Omnibus spending bill did prohibit DOE from enforcing new light bulb efficiency standards. But industry unlikely to change course now.
Oil rig capsized offshore Russia.
NRC voted last week to approve a new advanced reactor design.
Major decline in cattle population from TX drought. Have you seen meat prices fall?
Coskata filed for $100M IPO. IL-based comp to use low-cost foodstocks like woody biomass and muni waste to produce ethanol.
Hate to spoil Christmas week, y'all, but last week IMF managing director warned the EU situation could slide us into world-wide depression like the '30's.
Iran announced new discovery of 50TCF of NG in Caspian.
Canada gave green light to drilling offshore in Arctic as long as operators meet safety requirements.
TNK-BP to invest $10B in new pipeline to ship Russian Arctic oil to Asia.
US unsealed >$330M of winning bids for new drilling leases in Gulf of Mex.
MONDAY CLOSE
(stock #'s in %)
Market down 100/32/14. Volume light. Oil under $94. ECB won't step up bond buying.
VNDB up 150. ABAT up 19. ZNNMF up 15. AMTX, ECOS up 14. RSOL up 11. ADES up 10. CCTC up 5. NENE up 2 on patent news.
IFXY down 55. NGBF down 30. AMLM down 29. AMEL down 27. ENZR down 21. BSRC, CPWY down 18. TRKP down 15. LEOM down 14. EVSI down 13. FDEI ended up down 12. They announced new sales, but these guys can't be trusted. No financials reported since '06. What the hell is that? BFRE down 10. HSOL down 8. AONE, PEIX down 7. WEST down 6. BIOF down 5.
Market down 100/32/14. Volume light. Oil under $94. ECB won't step up bond buying.
VNDB up 150. ABAT up 19. ZNNMF up 15. AMTX, ECOS up 14. RSOL up 11. ADES up 10. CCTC up 5. NENE up 2 on patent news.
IFXY down 55. NGBF down 30. AMLM down 29. AMEL down 27. ENZR down 21. BSRC, CPWY down 18. TRKP down 15. LEOM down 14. EVSI down 13. FDEI ended up down 12. They announced new sales, but these guys can't be trusted. No financials reported since '06. What the hell is that? BFRE down 10. HSOL down 8. AONE, PEIX down 7. WEST down 6. BIOF down 5.
MONDAY OPEN
(stock #'s in %)
Market up 43/11/2. Volume normal. Oil up over $94. A Christmas gift to the world from God - N. Korea leader gone. Hopefully, the son is better, kinder. Here's hoping.
FDEI came back, up 87. ABAT ditto, up 26. ZNNMF up 15. RSOL up 12. ENER up 7. CSUN up 6 on new order. Other Chinese solars - JASO, CSIQ, HSOL - down. CCTC up 5.
CPWY down 31. NGBF down 23. ENZR, AMEL down 20. PSPW down 18. ENSL down 14. NPWZ down 11. XSNX down 10. AMLM down 9. BWEN down 4.
Market up 43/11/2. Volume normal. Oil up over $94. A Christmas gift to the world from God - N. Korea leader gone. Hopefully, the son is better, kinder. Here's hoping.
FDEI came back, up 87. ABAT ditto, up 26. ZNNMF up 15. RSOL up 12. ENER up 7. CSUN up 6 on new order. Other Chinese solars - JASO, CSIQ, HSOL - down. CCTC up 5.
CPWY down 31. NGBF down 23. ENZR, AMEL down 20. PSPW down 18. ENSL down 14. NPWZ down 11. XSNX down 10. AMLM down 9. BWEN down 4.
Friday, December 16, 2011
FRIDAY CLOSE
(stock #'s in %)
Market mixed and flat. But volume was double normal. Options expirations made for some wild moves. Oil steady at $94. House approved $1T omnibus bill. Fitch downgraded France, reviewing others.
NEWN up 36. BIOF up 27. PEIX only up 7. ZNNMF up 26. But very thin volume. AMTX, NGBF up 18, both biofuel comps. QTMM up 15. ZIP up 11. BWEN up 6. They did turn back up. I mentioned that yesterday.
FDEI down 58. ABAT really got dumped, down 48. QTWW down 35. ENER down 24. CRGE down 23. AMLM down 22, new low. IFXY down 14. PSPW down 13. LSCG down 11 more, new low. Keep an eye on them. Maybe affected by Congress attempt - not sure if they did or not - to cancel out lighting efficiency standards. APWR down 10. ASTI down 8, new low. CSUN down 7, new low.
Happy trails.
Market mixed and flat. But volume was double normal. Options expirations made for some wild moves. Oil steady at $94. House approved $1T omnibus bill. Fitch downgraded France, reviewing others.
NEWN up 36. BIOF up 27. PEIX only up 7. ZNNMF up 26. But very thin volume. AMTX, NGBF up 18, both biofuel comps. QTMM up 15. ZIP up 11. BWEN up 6. They did turn back up. I mentioned that yesterday.
FDEI down 58. ABAT really got dumped, down 48. QTWW down 35. ENER down 24. CRGE down 23. AMLM down 22, new low. IFXY down 14. PSPW down 13. LSCG down 11 more, new low. Keep an eye on them. Maybe affected by Congress attempt - not sure if they did or not - to cancel out lighting efficiency standards. APWR down 10. ASTI down 8, new low. CSUN down 7, new low.
Happy trails.
STUFF
OH Dept of Nat Resources: probably 1.3-5.5B bls of oil in Utica shale region. Potential for another 15.7TCF NG. Hess, Consol, Chesapeake largest investors to date. Bakken holds 4-6B bls, but rumor there's 24B.
Iowa State U has just begun studying how hills and valleys affect wind turbine production/efficiency.
Hawaii El Comp to pay avg. rate over 20-year PPA of 22.9 c/kwh for el produced from First Wind's 69MW North Shore (Oahu) wind farm. Will be state's largest. Completion late '12. HECO already paying that rate to First Wind for 30MW wind farm nearby. HECO charges 34.6 c/kwh to residences.
juwi Solar and Salt River Project signed 20-year PPA for 19MW of solar in AZ. Online end of '12.
US used 19.1mb/d of oil in '10. 21% of global demand.
MT approved their portion of Keystone pipeline.
Brazil seeks "permanent" ban of Chevron, Transocean.
Detroit abandoned light-rail proposal.
Debris (and remains) from Japan's tsunami has reached Wash State. And their prime minister declared the atomic disaster over.
Iowa State U has just begun studying how hills and valleys affect wind turbine production/efficiency.
Hawaii El Comp to pay avg. rate over 20-year PPA of 22.9 c/kwh for el produced from First Wind's 69MW North Shore (Oahu) wind farm. Will be state's largest. Completion late '12. HECO already paying that rate to First Wind for 30MW wind farm nearby. HECO charges 34.6 c/kwh to residences.
juwi Solar and Salt River Project signed 20-year PPA for 19MW of solar in AZ. Online end of '12.
US used 19.1mb/d of oil in '10. 21% of global demand.
MT approved their portion of Keystone pipeline.
Brazil seeks "permanent" ban of Chevron, Transocean.
Detroit abandoned light-rail proposal.
Debris (and remains) from Japan's tsunami has reached Wash State. And their prime minister declared the atomic disaster over.
FRIDAY OPEN
(stock #'s in %)
Market up 79/39/13. Volume triple normal, but it's options expirations Friday. Oil up over $94. US industrial production down .2% in Nov (yesterday's news). 4,484 a number not to forget - US troops lost in Iraq.
NGBF up 36. BIOF up 26. AMTX up 18. PEIX up 14. All biofuels, most ethanol.
FDEI back 69. QTWW down 32 on financial news. APWR down 22 more. BFRE down 14. ABAT down 13. Finally profit taking. ENER down 10 more, report they won't pay interest due on notes. NENE down 6. CERP down 4. HSOL down 3. GEVO, BWEN flat.
Market up 79/39/13. Volume triple normal, but it's options expirations Friday. Oil up over $94. US industrial production down .2% in Nov (yesterday's news). 4,484 a number not to forget - US troops lost in Iraq.
NGBF up 36. BIOF up 26. AMTX up 18. PEIX up 14. All biofuels, most ethanol.
FDEI back 69. QTWW down 32 on financial news. APWR down 22 more. BFRE down 14. ABAT down 13. Finally profit taking. ENER down 10 more, report they won't pay interest due on notes. NENE down 6. CERP down 4. HSOL down 3. GEVO, BWEN flat.
Thursday, December 15, 2011
THURSDAY CLOSE
(stock #'s in %)
Market up 45/1/3. Volume a little below avg. Oil down under $94. IMF: Europe crisis "escalating". Tomorrow is options expirations.
FDEI up 680. Yep. 680. Percent. Announced late afternoon that Tin Sol took 3rd delivery of 18 MW of solar modules. 76MW shipped, 131MW to go. Talk about stealth. The market is insane. They might have a couple days run here. Extremely cheap stock though. Back to more normal, CPWY up 65. Up and downers. CRGE up 41. Same deal. ABAT up another 36. Tripled in 4 days. I thought they were done yesterday. Silly me. IFXY up 31. On news. TMEN up 26 on news. EVSI up 18. Shouldn't even mention them. But you can't ignore 18 percent. Well, sometimes. JUHL up 17. MKTY up 12. GEVO finished up 11, down 10 from 1:09P mention. Watch them.
MGLT down 27. Again, trading range. Stupid. ECOS down 25 on real volume. PEIX down 17. So was AMTX. But PEIX had real volume. BIOF down 15. BHWX down 14. ENER down 13, back to bottom. CCGI down 10. AONE down 9, new low. BWEN, CSUN down 7. BWEN may be turnaround situation tomorrow.
Market up 45/1/3. Volume a little below avg. Oil down under $94. IMF: Europe crisis "escalating". Tomorrow is options expirations.
FDEI up 680. Yep. 680. Percent. Announced late afternoon that Tin Sol took 3rd delivery of 18 MW of solar modules. 76MW shipped, 131MW to go. Talk about stealth. The market is insane. They might have a couple days run here. Extremely cheap stock though. Back to more normal, CPWY up 65. Up and downers. CRGE up 41. Same deal. ABAT up another 36. Tripled in 4 days. I thought they were done yesterday. Silly me. IFXY up 31. On news. TMEN up 26 on news. EVSI up 18. Shouldn't even mention them. But you can't ignore 18 percent. Well, sometimes. JUHL up 17. MKTY up 12. GEVO finished up 11, down 10 from 1:09P mention. Watch them.
MGLT down 27. Again, trading range. Stupid. ECOS down 25 on real volume. PEIX down 17. So was AMTX. But PEIX had real volume. BIOF down 15. BHWX down 14. ENER down 13, back to bottom. CCGI down 10. AONE down 9, new low. BWEN, CSUN down 7. BWEN may be turnaround situation tomorrow.
STUFF
6 Waltons have more money than bottom 30% of Americans. Ironic that those 30% shop at Walmart. Almost 1 in 2 Americans are poor or low income. Think that could be the problem in a consumer economy?
Semprius - US solar startup - developing solar cells as small as a dot from a pen. Using gallium-arsenide and concentrating lenses. Need for expensive thermal management equipment eliminated. Siemens recently took 16% stake. NREL validated >41% efficiency.
OOIL - oil from algae - entered joint venture with Alternate Energy Systems to develop biorefineries for DOD biofuel programs. Prelim funding of $4.5M for feasibility studies.
AMRC bought 2 businesses from Energy and Power Solutions, expanding its energy efficiency and automated demand response services.
FERC regulators blocking Duke-Progress merger to become largest US utility. "Haven't done enough to protect competition in Carolinas."
ZIP buying majority stake in Barcelona-based car-sharing comp.
Hawaii Pacific Solar outfitting 15 public schools on Kauai with solar PV at no cost. But will get paid for the power produced. Should be ~$30M over next 20 years.
Freefall of solar PV costs causing rethink of solar thermal plants in Calif. Could benefit ratepayers.
Sharp's Memphis solar panel plant plans to add another 30 employees to 500 now, citing strong demand.
Siotec - French semiconductor maker - to locate new solar factory in S Cal. 450 jobs. 18-month build. Will produce 200MW/yr of concentrated solar PV generators. They get 30% efficiency.
5Mw solar install at AZ Western College switched on. Will provide 100% of college's daytime el need. Suntech panels.
Repubs in Congress trying to clock back the new lighting efficiency standards. G, isn't that great leadership? Let's keep wasting energy and money when there's new tech not to. Let them be stupid. Somebody has to be, I guess.
Brazil wants $10.6B from Chevron for the oil spill.
Wind project offshore Delaware getting ditched.
EOS Energy - zinc-air fuel cell startup - raised $1.8M of $20M round. Claims "not typical zinc-air". Zinc ~$2/kg, world reserves ~1.9B tons, 30M tons produced/yr. EOS initial focus on grid storage.
China wants hundreds of millions of new smart meters. But they have to be cheap, rugged and built in China (mostly). Singapore-based Semitech announced their chips are being deployed inside Chinese meters.
Ethanol Boosting Systems (Cambridge, Mass), has E85 engine that delivers diesel efficiency with 30% better mileage than typical gas engine. Runs on port-injected fuel during cruise.
Construction begins 1Q12 on Columbia's 1st sugarbeet ethanol plant. 300K liters/day capac. Columbia sugarbeets sugar levels 5% higher than Europe, US.
And that's the come and the go, pards.
Semprius - US solar startup - developing solar cells as small as a dot from a pen. Using gallium-arsenide and concentrating lenses. Need for expensive thermal management equipment eliminated. Siemens recently took 16% stake. NREL validated >41% efficiency.
OOIL - oil from algae - entered joint venture with Alternate Energy Systems to develop biorefineries for DOD biofuel programs. Prelim funding of $4.5M for feasibility studies.
AMRC bought 2 businesses from Energy and Power Solutions, expanding its energy efficiency and automated demand response services.
FERC regulators blocking Duke-Progress merger to become largest US utility. "Haven't done enough to protect competition in Carolinas."
ZIP buying majority stake in Barcelona-based car-sharing comp.
Hawaii Pacific Solar outfitting 15 public schools on Kauai with solar PV at no cost. But will get paid for the power produced. Should be ~$30M over next 20 years.
Freefall of solar PV costs causing rethink of solar thermal plants in Calif. Could benefit ratepayers.
Sharp's Memphis solar panel plant plans to add another 30 employees to 500 now, citing strong demand.
Siotec - French semiconductor maker - to locate new solar factory in S Cal. 450 jobs. 18-month build. Will produce 200MW/yr of concentrated solar PV generators. They get 30% efficiency.
5Mw solar install at AZ Western College switched on. Will provide 100% of college's daytime el need. Suntech panels.
Repubs in Congress trying to clock back the new lighting efficiency standards. G, isn't that great leadership? Let's keep wasting energy and money when there's new tech not to. Let them be stupid. Somebody has to be, I guess.
Brazil wants $10.6B from Chevron for the oil spill.
Wind project offshore Delaware getting ditched.
EOS Energy - zinc-air fuel cell startup - raised $1.8M of $20M round. Claims "not typical zinc-air". Zinc ~$2/kg, world reserves ~1.9B tons, 30M tons produced/yr. EOS initial focus on grid storage.
China wants hundreds of millions of new smart meters. But they have to be cheap, rugged and built in China (mostly). Singapore-based Semitech announced their chips are being deployed inside Chinese meters.
Ethanol Boosting Systems (Cambridge, Mass), has E85 engine that delivers diesel efficiency with 30% better mileage than typical gas engine. Runs on port-injected fuel during cruise.
Construction begins 1Q12 on Columbia's 1st sugarbeet ethanol plant. 300K liters/day capac. Columbia sugarbeets sugar levels 5% higher than Europe, US.
And that's the come and the go, pards.
1:09P
GEVO up 21% on contract with Coke to develop/commercialize green plastic bottles. I'd say buy.
THURSDAY OPEN
(stock #'s in %)
Market up 78/7/7. Volume above avg. Oil $95. Iraq war over. That's plenty to celebrate. They'll be home for Christmas. Good luck Iraq.
TMEN up 33. Completed reverse-osmosis plant for US base. CRGE up 25. ABAT up another 24. They weren't done. Heading for triple within days. ENSL up 20. CSKH, KIOR up 16. KIOR on upgrade. IFXY, QTMM, JUHL up 12. IFXY on news. OOIL up 9 on news. NENE up 7.
MGLT down 27. PEIX down 15 more. Back to 50-day lines. I'd say buy, but their subsidies expire end of year. BIOF down 12, also back to 50-days (for 2nd time). APWR, CSGH down 11. FSLR down 9 more. Citi says they're ripe for being taken private or buyout. Goldman gave them an upgrade. BWEN down 8 more. I'd say wait to buy when they get back to 50-day lines (not far).
Dow now up only 34, Naz down.
Market up 78/7/7. Volume above avg. Oil $95. Iraq war over. That's plenty to celebrate. They'll be home for Christmas. Good luck Iraq.
TMEN up 33. Completed reverse-osmosis plant for US base. CRGE up 25. ABAT up another 24. They weren't done. Heading for triple within days. ENSL up 20. CSKH, KIOR up 16. KIOR on upgrade. IFXY, QTMM, JUHL up 12. IFXY on news. OOIL up 9 on news. NENE up 7.
MGLT down 27. PEIX down 15 more. Back to 50-day lines. I'd say buy, but their subsidies expire end of year. BIOF down 12, also back to 50-days (for 2nd time). APWR, CSGH down 11. FSLR down 9 more. Citi says they're ripe for being taken private or buyout. Goldman gave them an upgrade. BWEN down 8 more. I'd say wait to buy when they get back to 50-day lines (not far).
Dow now up only 34, Naz down.
Wednesday, December 14, 2011
WEDNESDAY CLOSE
(stock #'s in %)
Market down 131/39/13. Volume avg. Oil down under $95 on OPEC agreement (and econ).
ABAT up 34. Are they done? BHWX up 16. Really. IFXY up 14. Ditto. CREG up 11. Whatever.
CRGE down 49. Ow. CBWP down 40. Ditto. CPWY down 32. TRKP down 24. FSLR down 21. Yep. Went down and stayed down like a beaten dog. But are their numbers really that bad? NGLPF down 17. SPWR down 16. FSLR effect. CSKH down 14. Not sure these guys can last. AMLM down 12. BWEN, QTMM, QTWW, COMV down 11. BWEN the one to watch. JASO down 10. And on and on it went. Not a good day for clean E.
Nighty night.
Market down 131/39/13. Volume avg. Oil down under $95 on OPEC agreement (and econ).
ABAT up 34. Are they done? BHWX up 16. Really. IFXY up 14. Ditto. CREG up 11. Whatever.
CRGE down 49. Ow. CBWP down 40. Ditto. CPWY down 32. TRKP down 24. FSLR down 21. Yep. Went down and stayed down like a beaten dog. But are their numbers really that bad? NGLPF down 17. SPWR down 16. FSLR effect. CSKH down 14. Not sure these guys can last. AMLM down 12. BWEN, QTMM, QTWW, COMV down 11. BWEN the one to watch. JASO down 10. And on and on it went. Not a good day for clean E.
Nighty night.
STUFF
In '10, world needed ~65K tons of Uranium to power 433 reactors. But only 53.6K tons were mined. Russians withdrawing from megatons to megawatts at end of '13. That will be 10K tons. So. Shortfall coming in '14? 62 reactors under construction, 156 planned, 343 proposed. "Planned" is 8-10 years out. "Proposed" 15 years.
Financial Times: industrialized nations will borrow $10T this year. World GDP $50-60T (that's a spread). World wealth ~$200T. Maybe who has it is the problem.
In real terms, $100 oil the highest price since '84. And we keep hearing of all the oil not being drilled in the USA because of Washington - especially Democrats. Where IS this oil? Is it the shale oil that takes more water than available where it is, let alone the aquifer contamination problem? Or is there something the "leaders" are not telling us?
Churchill County NV having a boom in geothermal development.
Production at Iraq's largest oil field cut in half by bomb attacks on pipelines. 700kb/d cut. About a week to repair. The 17.8B bl field being developed by BP and China's CNPC.
Ford says Focus EV will hit 100MPG equivalent.
TX oyster industry languishing as red tide spreads.
Solon (Germany) - makes solar modules, solar power plants - to "attempt restructuring via insolvency court". Bankruptcy. $500M debt.
US installed 449MW of solar PV in Q3, more than all of '09. '10 total was 887MW. Total grid-connected installs now over 3GW. So. Will Congress extend 1603 Treasury program into next year? And also there's the ethanol subsidy expiring.
Smyrna, GA to open biodiesel plant in Jan that will produce fuel from used cooking oil collected from community. Restaurant Association should be heavy into this. In every city and town. I think we changed out at least 7 gallons every week in the restaurants I worked in. Sometimes 2x a week.
On-farm biodiesel production touted for Wisconsin. To power their own steads.
US ethanol exports to triple in '11. 470M liters in Oct alone. Up from 404 in Sept.
IEA says Brazilian ethanol shortage will slow global biofuels growth. Production fell 75kb/d to 375.
S. Africa says country's new biofuel blending policy could boost sorghum production 6x to 950k metric tons by '20. "Without risking food security." Yea, what else could be grown on that land? Why do we have to use ground for fuel instead of food? Why do we go on with this insanity?
Onward, pards.
Financial Times: industrialized nations will borrow $10T this year. World GDP $50-60T (that's a spread). World wealth ~$200T. Maybe who has it is the problem.
In real terms, $100 oil the highest price since '84. And we keep hearing of all the oil not being drilled in the USA because of Washington - especially Democrats. Where IS this oil? Is it the shale oil that takes more water than available where it is, let alone the aquifer contamination problem? Or is there something the "leaders" are not telling us?
Churchill County NV having a boom in geothermal development.
Production at Iraq's largest oil field cut in half by bomb attacks on pipelines. 700kb/d cut. About a week to repair. The 17.8B bl field being developed by BP and China's CNPC.
Ford says Focus EV will hit 100MPG equivalent.
TX oyster industry languishing as red tide spreads.
Solon (Germany) - makes solar modules, solar power plants - to "attempt restructuring via insolvency court". Bankruptcy. $500M debt.
US installed 449MW of solar PV in Q3, more than all of '09. '10 total was 887MW. Total grid-connected installs now over 3GW. So. Will Congress extend 1603 Treasury program into next year? And also there's the ethanol subsidy expiring.
Smyrna, GA to open biodiesel plant in Jan that will produce fuel from used cooking oil collected from community. Restaurant Association should be heavy into this. In every city and town. I think we changed out at least 7 gallons every week in the restaurants I worked in. Sometimes 2x a week.
On-farm biodiesel production touted for Wisconsin. To power their own steads.
US ethanol exports to triple in '11. 470M liters in Oct alone. Up from 404 in Sept.
IEA says Brazilian ethanol shortage will slow global biofuels growth. Production fell 75kb/d to 375.
S. Africa says country's new biofuel blending policy could boost sorghum production 6x to 950k metric tons by '20. "Without risking food security." Yea, what else could be grown on that land? Why do we have to use ground for fuel instead of food? Why do we go on with this insanity?
Onward, pards.
WEDNESDAY OPEN
(stock #'s in %)
Market down 66/29/9. Volume a little above avg. Oil down under $98. Dow back under top 200-day line, other indeces back under all lines. Euro falling. Gold imploding. Bernanke signaled Fed ready to ease on EU risk. China to impose duties on US-imported cars.
ABAT up another 37. Seems the only way to make money (besides shorting) these days is pile on something going up fast. 3-day more than double. VSPC up 17. BHWX up 16.
CRGE down 24. FSLR down 21. They cut '11 estimates, guided lower for '12. All solars hit, many new lows. AMLM down 13. APWR down 10. COMV down 9, new low. CERP down 7, new low. BWEN down 6 more. PEIX down 6 more. RSOL, QTWW, AONE, LSCG, ENOC down 5.
Market down 66/29/9. Volume a little above avg. Oil down under $98. Dow back under top 200-day line, other indeces back under all lines. Euro falling. Gold imploding. Bernanke signaled Fed ready to ease on EU risk. China to impose duties on US-imported cars.
ABAT up another 37. Seems the only way to make money (besides shorting) these days is pile on something going up fast. 3-day more than double. VSPC up 17. BHWX up 16.
CRGE down 24. FSLR down 21. They cut '11 estimates, guided lower for '12. All solars hit, many new lows. AMLM down 13. APWR down 10. COMV down 9, new low. CERP down 7, new low. BWEN down 6 more. PEIX down 6 more. RSOL, QTWW, AONE, LSCG, ENOC down 5.
Tuesday, December 13, 2011
DRONE WORLD
Iran said nuh-uh, we won't return your drone, Barrack. Surprise there huh, pards. Remember, though, Obama has a Nobel peace prize. Ironic?
TUESDAY CLOSE
(stock #'s in %)
Market started up, the Fed spoke, market ended down. Volume a little heavier than recent days. Oil at $100. Gold plummeting. Huh. Fed took no new action but left door open to further easing next year.
ABAT up 31. APWR up 20. Both Chinese. IFXY up 16. AMEL up 15. CPWY up another 13. AMLM, CCGI up 9. ECTY up 4.
BHWX down 18. FCEL down 15. Quick double bottom. CGYV down 13. 12K shares traded, I shouldn't have even mentioned. DSTI down 12. Will they ever get to market? RSOL, CERP down 11. Despite CERP's press release. RSOL the only solar installer I've found to make a profit. ACPW down 6, new low. BIOF, CSIQ, CSUN down 5. CSUN I think a new low. BWEN, WEST, JASO, COMV down 3. COMV I think a new low. SPWR a new low.
Market started up, the Fed spoke, market ended down. Volume a little heavier than recent days. Oil at $100. Gold plummeting. Huh. Fed took no new action but left door open to further easing next year.
ABAT up 31. APWR up 20. Both Chinese. IFXY up 16. AMEL up 15. CPWY up another 13. AMLM, CCGI up 9. ECTY up 4.
BHWX down 18. FCEL down 15. Quick double bottom. CGYV down 13. 12K shares traded, I shouldn't have even mentioned. DSTI down 12. Will they ever get to market? RSOL, CERP down 11. Despite CERP's press release. RSOL the only solar installer I've found to make a profit. ACPW down 6, new low. BIOF, CSIQ, CSUN down 5. CSUN I think a new low. BWEN, WEST, JASO, COMV down 3. COMV I think a new low. SPWR a new low.
STUFF
Canada exited Kyoto protocol to avoid fines.
Japan extended their tax breaks for EV's.
Maersk and US Navy testing algae-based biofuel on a container ship now en route from Germany to India. Dedicated auxiliary test engine. Testing 7,500 gallons with 7-100% blends. Will also analyze emissions, power efficiency and engine wear.
Back in Nov, Navy used 50-50 blend of petrol and Solazyme (SZYM) biofuel in destroyer test run.
FCEL signed tentative deal with Abengoa (Spain) to sell biofuel-powered fuel cell generators to commercial markets in Latin Am and Europe. Pilot install will be 300KW generator at Abengoa HQ.
Thai Airways planning to launch 100% biofuel-powered Boeing 777 route this month.
Whitecourt Alberta says biomass waste-irrigated trees grow 30% larger than non-irrigated.
Some days there's more stuff than others.
Onward, pards.
Japan extended their tax breaks for EV's.
Maersk and US Navy testing algae-based biofuel on a container ship now en route from Germany to India. Dedicated auxiliary test engine. Testing 7,500 gallons with 7-100% blends. Will also analyze emissions, power efficiency and engine wear.
Back in Nov, Navy used 50-50 blend of petrol and Solazyme (SZYM) biofuel in destroyer test run.
FCEL signed tentative deal with Abengoa (Spain) to sell biofuel-powered fuel cell generators to commercial markets in Latin Am and Europe. Pilot install will be 300KW generator at Abengoa HQ.
Thai Airways planning to launch 100% biofuel-powered Boeing 777 route this month.
Whitecourt Alberta says biomass waste-irrigated trees grow 30% larger than non-irrigated.
Some days there's more stuff than others.
Onward, pards.
TUEDAY OPEN
(stock #'s in %)
Market up 78/10/7. Volume avg. Oil up over $100.
ABAT up 28 more. APWR up 14. KNDI up 13. XSNX up 9. AMEL up 7. CCGI up 6. ECTY, CCTC up 4.
BHWX down 32. BFRE down 11. BWEN, FCEL down 6. FCEL reported FY. Higher revs, same old losses. And I suggest watching BWEN for another leg up. May take a while, tho, for this profit taking to end. RSOL down 6, new low. Could be that there's less solar installs in winter. PEIX down 4. BIOF down 3.
Market up 78/10/7. Volume avg. Oil up over $100.
ABAT up 28 more. APWR up 14. KNDI up 13. XSNX up 9. AMEL up 7. CCGI up 6. ECTY, CCTC up 4.
BHWX down 32. BFRE down 11. BWEN, FCEL down 6. FCEL reported FY. Higher revs, same old losses. And I suggest watching BWEN for another leg up. May take a while, tho, for this profit taking to end. RSOL down 6, new low. Could be that there's less solar installs in winter. PEIX down 4. BIOF down 3.
Monday, December 12, 2011
TRY THIS
Try asking Iran to give back the drone that flew over their country. The President did. Can you get your head on that? What's the joke?
A THOUGHT
If the USA - still the world's largest economy (by way far) - comes back to itself and says buy American and puts in the ways to make it happen and we stick to it, the world will come back to us. One way is zero tax on manufacturing. Santorum's idea.
Just a thought.
Just a thought.
STUFF
Cheyenne, WY considering 300MW $750M wind farm on city land 6 miles from town. Town stands to make $100M over 20-year lease and could possibly draw wind energy manufacturing.
Brazil now has ~1.46GW of wind elgen capacity. That's expected to grow near 8x by '14. 31GW expected by '25.
2nd floating offshore wind turb installed off Portugal. Seattle's Principle Power and a Portuguese utility assembled the 2MW turb onshore and towed it out to sea. 1st floating 2.3MW turb was installed off Norway over 18 months ago by Statoil.
KY Power installing $1B scrubber at Big Sandy coal plant. Limestone, urea removes SO2. To be done in '16. ~30% rise in bills for customers then.
OH top state for green schools.
Ozone levels spiked this year in TX. Would that be the drought? Increased fossil fuels drilling/fracking? Increased transportation exhaust?
Illicit sewage spills fouling Baltimore harbor.
Durban talks created "platform" for new climate treaty that could include all nations, not just developed. China indicated it might consider entering into legally binding climate treaty after '20. Wow, that's mighty yellow of them.
Western governors have hired consultants to help break permit backlog for long-distance power lines to harness pockets of wind/solar power intensity.
State Dept advancing review of US-Canada pipeline link to reduce NG flaring in Bakken.
Arcadian Networks was a startup that raised $90M for a utility smart grid biz built on access to private 700MHz wireless. But. The FCC license expired and Arcadian's major utility customer hasn't heard from them in a year. O well, what's $90M. Watch out for the charlatans, pards.
Global smart grid market worth at least $27B and potentially $49B.
Iraq said it won't terminate Exxon contract to develop S. Iraq oil as punishment for signing Kurd deal.
ENI and Shell awarded share of deepwater oil block off Nigeria, ending decade-long fight.
TNK-BP to increase oil production from Venezuela fields to 120kb/d by '12.
Iranian oil comp director said increased production from major domestic fields could boost overall output by 450kb/d by early '12. What the hell?! Everybody want more money or what?
Japan govt may inject $13-19B into TEPCO in defacto nationalization.
Cost of deepwater drilling increasing globally because demand for tech services exceeding industry capacity.
Venezuela - Chavez - says they would be open to negotiating with Exxon in dispute over nationalization of oil project. Do you sense things changing a little?
Autos in China shot past 100M mark.
Officials in Basra trying to cancel $17B Shell NG deal because they want bigger say. Baghdad has to deal with the regions. And the US coincidentally has a huge govt complex in Basra.
Korea National Oil may spend up to $4B in '12 buying overseas assets.
Range Fuels - cellulosic ethanol comp backed by $156M in US loans/grants in Bush years - being forced by govt to liquidate its only plant after failing to produce the fuel. O well, what's $156M.
Onward and upward, pards.
Brazil now has ~1.46GW of wind elgen capacity. That's expected to grow near 8x by '14. 31GW expected by '25.
2nd floating offshore wind turb installed off Portugal. Seattle's Principle Power and a Portuguese utility assembled the 2MW turb onshore and towed it out to sea. 1st floating 2.3MW turb was installed off Norway over 18 months ago by Statoil.
KY Power installing $1B scrubber at Big Sandy coal plant. Limestone, urea removes SO2. To be done in '16. ~30% rise in bills for customers then.
OH top state for green schools.
Ozone levels spiked this year in TX. Would that be the drought? Increased fossil fuels drilling/fracking? Increased transportation exhaust?
Illicit sewage spills fouling Baltimore harbor.
Durban talks created "platform" for new climate treaty that could include all nations, not just developed. China indicated it might consider entering into legally binding climate treaty after '20. Wow, that's mighty yellow of them.
Western governors have hired consultants to help break permit backlog for long-distance power lines to harness pockets of wind/solar power intensity.
State Dept advancing review of US-Canada pipeline link to reduce NG flaring in Bakken.
Arcadian Networks was a startup that raised $90M for a utility smart grid biz built on access to private 700MHz wireless. But. The FCC license expired and Arcadian's major utility customer hasn't heard from them in a year. O well, what's $90M. Watch out for the charlatans, pards.
Global smart grid market worth at least $27B and potentially $49B.
Iraq said it won't terminate Exxon contract to develop S. Iraq oil as punishment for signing Kurd deal.
ENI and Shell awarded share of deepwater oil block off Nigeria, ending decade-long fight.
TNK-BP to increase oil production from Venezuela fields to 120kb/d by '12.
Iranian oil comp director said increased production from major domestic fields could boost overall output by 450kb/d by early '12. What the hell?! Everybody want more money or what?
Japan govt may inject $13-19B into TEPCO in defacto nationalization.
Cost of deepwater drilling increasing globally because demand for tech services exceeding industry capacity.
Venezuela - Chavez - says they would be open to negotiating with Exxon in dispute over nationalization of oil project. Do you sense things changing a little?
Autos in China shot past 100M mark.
Officials in Basra trying to cancel $17B Shell NG deal because they want bigger say. Baghdad has to deal with the regions. And the US coincidentally has a huge govt complex in Basra.
Korea National Oil may spend up to $4B in '12 buying overseas assets.
Range Fuels - cellulosic ethanol comp backed by $156M in US loans/grants in Bush years - being forced by govt to liquidate its only plant after failing to produce the fuel. O well, what's $156M.
Onward and upward, pards.
MONDAY CLOSE
(stock #'s in %)
Market off 162/34/18. Volume below avg. Oil under $98. Gold even got hit.
CPWY up 50. MGLT up 39. BFRE up 21. ABAT up 16 in a turnaround. FCEL up 15 on their news. BWEN, CSKH up 13. Mentioned BWEN this morn, of course. CBWP up 12. EFOI up 10. SATC up 7.
AMPD down 34. CCGI down 26. IFXY down 25. NEXS down 20, new low. PPRW down 17. OOIL down 13. JUHL down 12. QTWW down 12. ECTY down 10 more. HSOL, WEST down 7. Solars, of course, in the dumpster. JASO, CSIQ down 6.
Market off 162/34/18. Volume below avg. Oil under $98. Gold even got hit.
CPWY up 50. MGLT up 39. BFRE up 21. ABAT up 16 in a turnaround. FCEL up 15 on their news. BWEN, CSKH up 13. Mentioned BWEN this morn, of course. CBWP up 12. EFOI up 10. SATC up 7.
AMPD down 34. CCGI down 26. IFXY down 25. NEXS down 20, new low. PPRW down 17. OOIL down 13. JUHL down 12. QTWW down 12. ECTY down 10 more. HSOL, WEST down 7. Solars, of course, in the dumpster. JASO, CSIQ down 6.
MONDAY OPEN
(stock #'s in %)
Market down 164/48/20. Volume avg. Oil down under $98. Dow back to top 200-day line. Naz breaking through 3 last lines to the downside. Europe.
CPWY up 40. AMLM up 33 on a bounceback. AMEL up 16. ABAT turning around, up 16. FCEL up 11 on contract news. BWEN up another 5. Might as well get in on their ride up. SATC up 3. NENE up 1 on news release. I told ya.
PPRW down 37. CCGI down 26 after Friday's jump up. CSOL down 25. PSPW, NEXS down 15. QTWW down 11. They've been flying all over the place recently. CABN down 10. Press releases only go so far. ZAAP, ECTY down 9. GTAT down 6. CREE down 5, new low. JASO down 5, rest of Chinese solars down.
Market down 164/48/20. Volume avg. Oil down under $98. Dow back to top 200-day line. Naz breaking through 3 last lines to the downside. Europe.
CPWY up 40. AMLM up 33 on a bounceback. AMEL up 16. ABAT turning around, up 16. FCEL up 11 on contract news. BWEN up another 5. Might as well get in on their ride up. SATC up 3. NENE up 1 on news release. I told ya.
PPRW down 37. CCGI down 26 after Friday's jump up. CSOL down 25. PSPW, NEXS down 15. QTWW down 11. They've been flying all over the place recently. CABN down 10. Press releases only go so far. ZAAP, ECTY down 9. GTAT down 6. CREE down 5, new low. JASO down 5, rest of Chinese solars down.
Sunday, December 11, 2011
STUFF
Well, watched the Republican debate last night. It's a tough choice for a potential new leader. I really don't know whom I would choose. I guess Romney. Newt's just a little too Newt. Or something. Perry seems to get too much brain freeze. Santorum's too young. Paul's too old. Bachman is Bachman.
And then we look at Obama's 3 years. Total Dem control in Congress with the economy on the brink. OK, they did the stimulus and really, came up short on it. Then he decides to do health care. I think that was the deal he made for Ted Kennedy's endorsement. Unfortunately it took what, a year to get done? And who likes it? Then he chose financial regulation. And we got Dodd-Frank. What the hell, we can't even enforce Sarbanes-Oxley. Meanwhile, the economy clawed back what it could.
Then with the Republican comeback we got gridlock and patchwork government, no growth, deeper and deeper debt and brinksmanship.
He did get bin Laden. And Kadafi is gone. Iraq is over. Afghanistan seems controlled. But he lost Egypt it looks to Islamic extremism. And the drone tech to Iran.
Well, there's more to come. Fasten your seat belts.
And then we look at Obama's 3 years. Total Dem control in Congress with the economy on the brink. OK, they did the stimulus and really, came up short on it. Then he decides to do health care. I think that was the deal he made for Ted Kennedy's endorsement. Unfortunately it took what, a year to get done? And who likes it? Then he chose financial regulation. And we got Dodd-Frank. What the hell, we can't even enforce Sarbanes-Oxley. Meanwhile, the economy clawed back what it could.
Then with the Republican comeback we got gridlock and patchwork government, no growth, deeper and deeper debt and brinksmanship.
He did get bin Laden. And Kadafi is gone. Iraq is over. Afghanistan seems controlled. But he lost Egypt it looks to Islamic extremism. And the drone tech to Iran.
Well, there's more to come. Fasten your seat belts.
Saturday, December 10, 2011
STUFF
IKEA to grow their solar presence to 75% with plans to install solar on all their southern US locations.
TVA added 2 new solar generating sites.
40-50% of cost of owning/operating rooftop solar is admin expenses. Much of it from local govt's - permitting and zoning - financing, metering, grid connect. DOE trying to lower these costs. Recently awarded $12.5M in grants to help.
Durban climate talks in overtime as US resists formal treaty.
TX regulators approved plan that would cut off water flow to rice farmers. I guess that's from the drought.
Total net worth of US households was down 4.1% - $2.2T - in 3rd Q this year. $7,800 per person. About the rate when it fell $16.3T from early '07 to early '09. It came back some since, but after 3rd Q, still down $9.4T - 14% from '07 high. Since Dec '07, median household income is down 6.8% after inflation. Ratio of household debt to personal income now 154%. In '10, 2.6M more Americans fell into poverty, an all-time yearly record. Total govt debt, biz debt and consumer debt now >$50T. It was $5T in '80. Since '76, total trade deficit >$7.5T. US fiscal gap est. to be $211T in decades ahead. Total assets of all citizens, businesses and all levels of govt ~$70T. Some real grim facts we have to have our leaders address. With real truth and real action.
Sapphire Energy got DOE loan to help build $135M 1M gal/year algae plant in NM. Sapphire based in Mexico. Algae oil then to be shipped to LA refinery for processing. Amount of loan not in report.
Well, onward and upward, pards.
TVA added 2 new solar generating sites.
40-50% of cost of owning/operating rooftop solar is admin expenses. Much of it from local govt's - permitting and zoning - financing, metering, grid connect. DOE trying to lower these costs. Recently awarded $12.5M in grants to help.
Durban climate talks in overtime as US resists formal treaty.
TX regulators approved plan that would cut off water flow to rice farmers. I guess that's from the drought.
Total net worth of US households was down 4.1% - $2.2T - in 3rd Q this year. $7,800 per person. About the rate when it fell $16.3T from early '07 to early '09. It came back some since, but after 3rd Q, still down $9.4T - 14% from '07 high. Since Dec '07, median household income is down 6.8% after inflation. Ratio of household debt to personal income now 154%. In '10, 2.6M more Americans fell into poverty, an all-time yearly record. Total govt debt, biz debt and consumer debt now >$50T. It was $5T in '80. Since '76, total trade deficit >$7.5T. US fiscal gap est. to be $211T in decades ahead. Total assets of all citizens, businesses and all levels of govt ~$70T. Some real grim facts we have to have our leaders address. With real truth and real action.
Sapphire Energy got DOE loan to help build $135M 1M gal/year algae plant in NM. Sapphire based in Mexico. Algae oil then to be shipped to LA refinery for processing. Amount of loan not in report.
Well, onward and upward, pards.
Friday, December 9, 2011
FRIDAY CLOSE
(stock #'s in %)
Market up 186/50/20. Volume below avg. But it was a Friday. Oil up over $99. EU deal or whatever. Everything is up in the air.
For instance, CCGI up 65 - an EV charging comp - while ECTY - also an EV charging comp - imploded. PPRW up 33 on 1k shares. UBRG up 16. And last I tried to buy it they wouldn't allow it. CABN up 14 more. OK. Here's a stock up 33 in what, 3 days? On a press release. I do love the tech, don't get me wrong. But there are no revenues. And it's a very thin volume with a horrendous spread. But I hope they start selling the tech. JUHL up 13. That was a delayed reaction to news days ago. But, again. no volume. ASYS, WEST up 7. That made sense. Though solar is a pariah lately. And installers are making no money except RSOL. ASYS is a different story. ENOC, BWEN up 6. Both right there, in my umble estimation. BIOF up 3. Made sense to me. LSCG up 2. Just a reaction to latest drop. Maybe they're just a little overpriced still, though absolutely plenty of potential. Again, their 3-year chart will tell you something here. Double bottom forming up. And AETI made another new high.
CPWY down 37. What does CPWY do? I'm still not clear on it. I don't think they have revenues but then again they actually may. MGLT down 28. Great tech. No revenue. 1K shares traded. CBWP down 26 on 1,200 shares. AMLM down 25. Maybe on GM Volt's lithium batt trouble and Morgan Stanley dumping on EV tech or maybe because they have no revenues either though looking for lithium. CRGE down 21. Whatever. ECTY down 15. Might be a bottom. Who the hell knows. AMEL down 14. Another lithium miner with no revs. APWR down 10. There's a story. SATC, XSNX down 8. SATC a new low. Eye on them. PEIX, EFOI down 6. EFOI a new low. NENE down 3 more. Look for a press release.
Weekend it up, pards.
Market up 186/50/20. Volume below avg. But it was a Friday. Oil up over $99. EU deal or whatever. Everything is up in the air.
For instance, CCGI up 65 - an EV charging comp - while ECTY - also an EV charging comp - imploded. PPRW up 33 on 1k shares. UBRG up 16. And last I tried to buy it they wouldn't allow it. CABN up 14 more. OK. Here's a stock up 33 in what, 3 days? On a press release. I do love the tech, don't get me wrong. But there are no revenues. And it's a very thin volume with a horrendous spread. But I hope they start selling the tech. JUHL up 13. That was a delayed reaction to news days ago. But, again. no volume. ASYS, WEST up 7. That made sense. Though solar is a pariah lately. And installers are making no money except RSOL. ASYS is a different story. ENOC, BWEN up 6. Both right there, in my umble estimation. BIOF up 3. Made sense to me. LSCG up 2. Just a reaction to latest drop. Maybe they're just a little overpriced still, though absolutely plenty of potential. Again, their 3-year chart will tell you something here. Double bottom forming up. And AETI made another new high.
CPWY down 37. What does CPWY do? I'm still not clear on it. I don't think they have revenues but then again they actually may. MGLT down 28. Great tech. No revenue. 1K shares traded. CBWP down 26 on 1,200 shares. AMLM down 25. Maybe on GM Volt's lithium batt trouble and Morgan Stanley dumping on EV tech or maybe because they have no revenues either though looking for lithium. CRGE down 21. Whatever. ECTY down 15. Might be a bottom. Who the hell knows. AMEL down 14. Another lithium miner with no revs. APWR down 10. There's a story. SATC, XSNX down 8. SATC a new low. Eye on them. PEIX, EFOI down 6. EFOI a new low. NENE down 3 more. Look for a press release.
Weekend it up, pards.
ECTY
1:51P. ECTY imploding. Down 19% but hit .89 cents. Now down 22%. No news I've seen. Is it from Morgan Stanley crapping out on the EV rollout or internal to ECTY?
FRIDAY OPEN
(stock #'s in %)
Market up 114/21/12. Volume a little above avg. Oil around $98. Some sort of EU deal. Dow stays above top 200-day line. S&P, Naz following behind.
CPWY up 12. QTWW up 11. DSTI up 10. CSUN up 6. BWEN up 5. ENOC up 3.
MGLT down 28 on nil volume. PSPW down 21, ditto. AMLM down 16. A little more serious volume, new low. HEVV down another 12. XSNX down 11. PEIX down 9 on private placement, other financial news. BIOF down 5. SATC down 7, new low. ABAT down 5, new low. (And then flashed to up 3). ECTY down 3, new low. SPWR hit a new low.
Market up 114/21/12. Volume a little above avg. Oil around $98. Some sort of EU deal. Dow stays above top 200-day line. S&P, Naz following behind.
CPWY up 12. QTWW up 11. DSTI up 10. CSUN up 6. BWEN up 5. ENOC up 3.
MGLT down 28 on nil volume. PSPW down 21, ditto. AMLM down 16. A little more serious volume, new low. HEVV down another 12. XSNX down 11. PEIX down 9 on private placement, other financial news. BIOF down 5. SATC down 7, new low. ABAT down 5, new low. (And then flashed to up 3). ECTY down 3, new low. SPWR hit a new low.
Thursday, December 8, 2011
THURSDAY CLOSE
(stock #'s in %)
Market down 198/52/26. Avg. volume. Oil below $98. Germany rejected EU draft. Lack of ECB bond buying. So it's all about Europe.
QTWW up 26 after reporting. Revs up from shipments to Fisker, the latest govt embarassment. Losses also up. CABN up 20. They're looking like NENE used to. Put out a press release when you want a big gain. On 17k shares. Sure, if their tech is righteous, let's see the revenues. ZAAP up 16 on 11K shares. XSNX up 13. BFRE, OOIL up 12. All the wannabees today. Or most. NENE up 2. PEIX up 1. AETI made another new high.
VNDB down 69. That's a bad day. HEVV, BHWX down 18. WEST down 11. Here's a formula. Short a clean energy stock and then announce RFK Jr. joining the board. Though who wants to own a solar installer. CSUN down 10. Back to the bottom. PWER down 9. Getting there. CREE down 8. Morgan Stanley downgraded. Guess what. Buy it. HSOL down 8. O those Chinese solars. CSIQ down 7. Ditto. LSCG down 7. FSLR down 5. Bottoming with Buffet buyout? BIOF down 5. ENOC, BWEN down 4. ABAT down 3, new low.
Happy trails, pards.
Market down 198/52/26. Avg. volume. Oil below $98. Germany rejected EU draft. Lack of ECB bond buying. So it's all about Europe.
QTWW up 26 after reporting. Revs up from shipments to Fisker, the latest govt embarassment. Losses also up. CABN up 20. They're looking like NENE used to. Put out a press release when you want a big gain. On 17k shares. Sure, if their tech is righteous, let's see the revenues. ZAAP up 16 on 11K shares. XSNX up 13. BFRE, OOIL up 12. All the wannabees today. Or most. NENE up 2. PEIX up 1. AETI made another new high.
VNDB down 69. That's a bad day. HEVV, BHWX down 18. WEST down 11. Here's a formula. Short a clean energy stock and then announce RFK Jr. joining the board. Though who wants to own a solar installer. CSUN down 10. Back to the bottom. PWER down 9. Getting there. CREE down 8. Morgan Stanley downgraded. Guess what. Buy it. HSOL down 8. O those Chinese solars. CSIQ down 7. Ditto. LSCG down 7. FSLR down 5. Bottoming with Buffet buyout? BIOF down 5. ENOC, BWEN down 4. ABAT down 3, new low.
Happy trails, pards.
STUFF I
Morgan Stanley and TSLA. In March, MS set target of $70-135. Said TSLA had potential to make the "Big 3" the "Big 4". What a change today, huh? Think they made 10% today on their shorts? No wonder investors are leaving stocks. Of course, the answer is taking the opposite position of whatever big Wall St analysts foist on us. Or don't even pay any attention to them. And, actually, TSLA is just correcting back to 50-day lines after 50% runup since Sept.
FERC ruled Bonneville discriminated against wind farms when it unplugged their power recently. O no, not discrimination.
Fun fact: over last 30 years, peak attendance at national parks has moved forward by avg of 4 days. That reflects rise in park temps. Well, at least no pepper spraying yet.
EPA to link fracking with water contamination in WY in announcement today. Watch out ND.
Enviro riders remain sticking point in Congress' omnibus appropriations talks.
Uncertainty over grant program extension has already hurt US clean energy biz.
Polar bears turning to cannabalism to cope with shrinking food supply.
DOE granted 1st West Coast LNG export permit.
Decision delayed on Alberta oil pipeline to BC. Where's the Keystone talk?
Goldman downgraded the coal sector. Huh. Sell your coal. (I actually did get a lump of coal one Christmas from my brother.)
UN: women, Africa seen as frontline victims of global warming. Women won't stand for that.
Had price of oil merely kept pace with inflation, it would have been $30/bl last year. Huh.
Global nuke gen capacity fell 10GW in last year from record 376GW. 10GW is half of global solar market or 1/4 of peak Calif ISO load.
EU still considering banning Iran oil imports. ~500kb/d of 2.6mb/d of Iran exports.
O. Late news. In spring, Estonia's biggest energy company bought Oil Shale Exploration, it's land and research in E Utah.
POET exec: ethanol industry will survive loss of tax credit. I guess. It's been going to refineries.
American Airlines expects to begin 1st biofuel-powered flights in mid-'12.
Branson: scaling biofuels for av "not so difficult".
Christie: Romney the only one who can win. I think he's right.
And so we go, pards. Onward and upward.
FERC ruled Bonneville discriminated against wind farms when it unplugged their power recently. O no, not discrimination.
Fun fact: over last 30 years, peak attendance at national parks has moved forward by avg of 4 days. That reflects rise in park temps. Well, at least no pepper spraying yet.
EPA to link fracking with water contamination in WY in announcement today. Watch out ND.
Enviro riders remain sticking point in Congress' omnibus appropriations talks.
Uncertainty over grant program extension has already hurt US clean energy biz.
Polar bears turning to cannabalism to cope with shrinking food supply.
DOE granted 1st West Coast LNG export permit.
Decision delayed on Alberta oil pipeline to BC. Where's the Keystone talk?
Goldman downgraded the coal sector. Huh. Sell your coal. (I actually did get a lump of coal one Christmas from my brother.)
UN: women, Africa seen as frontline victims of global warming. Women won't stand for that.
Had price of oil merely kept pace with inflation, it would have been $30/bl last year. Huh.
Global nuke gen capacity fell 10GW in last year from record 376GW. 10GW is half of global solar market or 1/4 of peak Calif ISO load.
EU still considering banning Iran oil imports. ~500kb/d of 2.6mb/d of Iran exports.
O. Late news. In spring, Estonia's biggest energy company bought Oil Shale Exploration, it's land and research in E Utah.
POET exec: ethanol industry will survive loss of tax credit. I guess. It's been going to refineries.
American Airlines expects to begin 1st biofuel-powered flights in mid-'12.
Branson: scaling biofuels for av "not so difficult".
Christie: Romney the only one who can win. I think he's right.
And so we go, pards. Onward and upward.
2:16P
I think ENOC is a buy here. I think it's forming a 3-day double bottom. It could go all the way back to $9.40, though, so keep an eye on it.
Elsewhere, CABN now up 10%. WEST down 11 (on putting RFK Jr. on board?). HEVV down 21 (probably close to bankruptcy). And VNDB down 51. What a market.
Elsewhere, CABN now up 10%. WEST down 11 (on putting RFK Jr. on board?). HEVV down 21 (probably close to bankruptcy). And VNDB down 51. What a market.
STUFF TOO
Lots on the table, pards.
IEA: 1/3 of world's energy could be solar by '60. And we could all be living in the sky by '60.
Last Thursday, US Senate voted unanimously to penalize any foreign bank that does biz with Iran's central bank. Well, at least they all can agree on something. On to the House. Obama, though, already has wagged his finger.
1st online market info service for renewable avfuels got inaugurated.
Solar Bottle Bulb Project in Philippines spearheaded by MIT students. Plastic bottles (in sunlight) filled with water and readily-available chems used to light houses, schools, small warehouses.
Israeli scientists extracting algae from Red Sea put it in sunlight and salt water to make cosmetics, diet supplements and food colorants high in anti-oxidants. O that Israel-Red Sea thing. Is Red Sea still inside Egypt?
IHS Global Insight report: US oil/NG shale boom will create "870K jobs, $118B econ growth next 4 years". Gas from shale now 34% of US production, $76B of US GDP last year. Shale gas will lower electricity costs avg. 10% by '17. Probably for the utilities, not us.
Last month, N Dakota passed legislation and set aside money to sue the EPA if it tries to regulate or halt Bakken fracking. The wild north plains.
Calif Gov Brown recently fired top 2 enviro regulators because drilling permits dropped >70% last few years. Boy, that's a turn.
Senator Imhoffe: "I'm happy to bring the good news of complete collapse of the global warming movement and failure of Kyoto process". Well, maybe he can next report the temps have stopped rising.
Supreme Court weighing ownership of MT riverbeds (probably over the recent oil spill).
Bill Gates talking with China about his new nuke tech (modular and Thorium, I think). Can't get it done here in USA, huh?
Mob moving into recycling industry. Well, they do have the waste dumps, don't they?
Flights resumed in Beijing after smog cleared some.
Brazil's destruction of its forests has dropped sharply. Yay.
Global nuke gen capacity has fallen to 366GW.
US' 8K power plants emit >3B tons CO2 per year. CABN says they can provide entire US transportation fuels consumption using only 10% of that CO2 and NG in their process.
Global demand for capital may be >$12T short by '20 as investors pull out of stocks, making firms take on more debt. Stocks now 28% of total investment. McKinsey report.
Most global investors foresee China will face a banking crisis w/in 5 years from non-performing loans that will climb with econ slowdown. Well, join the club, huh?
US smashed record for billion dollar weather disasters this year with 12. More than we had in all of the '80's, even adjusted for inflation. And they killed >1K folks this year. And the year, of course, is not over. More good news, Senator Imhoffe?
IEA: 1/3 of world's energy could be solar by '60. And we could all be living in the sky by '60.
Last Thursday, US Senate voted unanimously to penalize any foreign bank that does biz with Iran's central bank. Well, at least they all can agree on something. On to the House. Obama, though, already has wagged his finger.
1st online market info service for renewable avfuels got inaugurated.
Solar Bottle Bulb Project in Philippines spearheaded by MIT students. Plastic bottles (in sunlight) filled with water and readily-available chems used to light houses, schools, small warehouses.
Israeli scientists extracting algae from Red Sea put it in sunlight and salt water to make cosmetics, diet supplements and food colorants high in anti-oxidants. O that Israel-Red Sea thing. Is Red Sea still inside Egypt?
IHS Global Insight report: US oil/NG shale boom will create "870K jobs, $118B econ growth next 4 years". Gas from shale now 34% of US production, $76B of US GDP last year. Shale gas will lower electricity costs avg. 10% by '17. Probably for the utilities, not us.
Last month, N Dakota passed legislation and set aside money to sue the EPA if it tries to regulate or halt Bakken fracking. The wild north plains.
Calif Gov Brown recently fired top 2 enviro regulators because drilling permits dropped >70% last few years. Boy, that's a turn.
Senator Imhoffe: "I'm happy to bring the good news of complete collapse of the global warming movement and failure of Kyoto process". Well, maybe he can next report the temps have stopped rising.
Supreme Court weighing ownership of MT riverbeds (probably over the recent oil spill).
Bill Gates talking with China about his new nuke tech (modular and Thorium, I think). Can't get it done here in USA, huh?
Mob moving into recycling industry. Well, they do have the waste dumps, don't they?
Flights resumed in Beijing after smog cleared some.
Brazil's destruction of its forests has dropped sharply. Yay.
Global nuke gen capacity has fallen to 366GW.
US' 8K power plants emit >3B tons CO2 per year. CABN says they can provide entire US transportation fuels consumption using only 10% of that CO2 and NG in their process.
Global demand for capital may be >$12T short by '20 as investors pull out of stocks, making firms take on more debt. Stocks now 28% of total investment. McKinsey report.
Most global investors foresee China will face a banking crisis w/in 5 years from non-performing loans that will climb with econ slowdown. Well, join the club, huh?
US smashed record for billion dollar weather disasters this year with 12. More than we had in all of the '80's, even adjusted for inflation. And they killed >1K folks this year. And the year, of course, is not over. More good news, Senator Imhoffe?
THURSDAY MORN
(stock #'s in %)
Market down 61/14/9. Volume above avg. Oil down around $99. ECB cut interest rates to 1%. S&P put EU on downgrade notice. Corzine: no clue where that $1.2B went. And Syrian oil pipeline to Homs refinery blown up.
BFRE up 21. XSNX up 13. PEIX up 5. BIOF up 4. CABN up 3 on new release stating their vision of CO2+NG = transportation fuels. Maybe the sell off is over.
VNDB down 29. They may be done. CPWY down 26. CRGE down 20. PSPW down 15. TSLA down 11. Morgan Stanley has turned bearish on EV rollout. LSCG down 10. New low. CCTC down 6. Their recent runup apparently over. HSOL down 5. WEST, BWEN, CSIQ down 3. WEST hit a new low.
Market down 61/14/9. Volume above avg. Oil down around $99. ECB cut interest rates to 1%. S&P put EU on downgrade notice. Corzine: no clue where that $1.2B went. And Syrian oil pipeline to Homs refinery blown up.
BFRE up 21. XSNX up 13. PEIX up 5. BIOF up 4. CABN up 3 on new release stating their vision of CO2+NG = transportation fuels. Maybe the sell off is over.
VNDB down 29. They may be done. CPWY down 26. CRGE down 20. PSPW down 15. TSLA down 11. Morgan Stanley has turned bearish on EV rollout. LSCG down 10. New low. CCTC down 6. Their recent runup apparently over. HSOL down 5. WEST, BWEN, CSIQ down 3. WEST hit a new low.
Wednesday, December 7, 2011
3:03PM
XSNX imploding. Are they real. Or memories. And there was one other thing. But I'm 64. I forgot it. Will you still love me, will you still care, when I'm 64. McCartney.
DECEMBER 7
I keep a 1945 wheat penny in my wallet. To always remind me of one of the greatest years of the United States of America. 1776 was a great year. 1783. 1788. 1803. 1865. 1919. And then '45. I'm looking for coins from the other years. Had an 1888 Morgan silver dollar once. That year my grandfather bought the family biz from great grampa. 6 wagons and 6 teams of horses for 16 hundred dollars. Grampa was 18.
Anyway, I guess my point is the United States of America will have another great year to honor. Maybe it was '01. O, we've honored that all right. '74 we did get Dick Nixon out of the White House. This year we're ending our Iraq engagement. But I'm looking for another '45. The end of war itself. On Earth. Wrote a frackin novel about it.
So, pards. Remember Pearl Harbor today in some way. And maybe keep a special US penny in your wallet. Because the United States of America has to be the greatest idea and land for humankind in history.
Anyway, I guess my point is the United States of America will have another great year to honor. Maybe it was '01. O, we've honored that all right. '74 we did get Dick Nixon out of the White House. This year we're ending our Iraq engagement. But I'm looking for another '45. The end of war itself. On Earth. Wrote a frackin novel about it.
So, pards. Remember Pearl Harbor today in some way. And maybe keep a special US penny in your wallet. Because the United States of America has to be the greatest idea and land for humankind in history.
STUFF
Utilities want more freedom to trim line rights-of-way. Not a bad idea until we can get more lines underground.
Healthy rainfall in TX in much of Nov. Hopefully the Fed is more right than wrong that it's time for the drought to end.
Barnett shale gas reserves (TX) produced ~1.8TCF NG last year.
PEMEX plans to spend $1B/y to drill to evaluate Mexico's shale gas potential. Country uses ~56BCF/d now. Also already investing >$10B building almost 3K miles of NG pipeline. Big snag, though, is that there's no water where the shale gas deposits likely are. Fracking takes millions of gallons/well.
China may have 50% more recoverable shale gas than US, >1.2QCF.
Shell will double N Am NG production next 3 years to 400kb/d oil equivalent as shale deposit output rises. May channel it into chem production or using it to power trucks. Also looking at possible gas-to-liquids plant. Shell N Am NG reserves ~40TCF, ~12% of US total at end of '10.
Boeing switched on 2.6MW rooftop PV solar system at 787 Final Assembly Building in Charleston SC. Covers 10 acres of 14-acre roof. 1 of largest single rooftop installs in US. SCE&G will own and maintain the system.
Gingrich: "evidence on both sides of climate change argument". Huntsman says "more debate needed". Hansen says world's leaders have "run out of time" to save the traditional climate. I guess he means the one we used to have.
Radiation found in baby formula in Japan.
Sweden's utility Vattenfall cancelled plans to build 1.5B Euro carb capture coal plant in E Germany.
Healthy rainfall in TX in much of Nov. Hopefully the Fed is more right than wrong that it's time for the drought to end.
Barnett shale gas reserves (TX) produced ~1.8TCF NG last year.
PEMEX plans to spend $1B/y to drill to evaluate Mexico's shale gas potential. Country uses ~56BCF/d now. Also already investing >$10B building almost 3K miles of NG pipeline. Big snag, though, is that there's no water where the shale gas deposits likely are. Fracking takes millions of gallons/well.
China may have 50% more recoverable shale gas than US, >1.2QCF.
Shell will double N Am NG production next 3 years to 400kb/d oil equivalent as shale deposit output rises. May channel it into chem production or using it to power trucks. Also looking at possible gas-to-liquids plant. Shell N Am NG reserves ~40TCF, ~12% of US total at end of '10.
Boeing switched on 2.6MW rooftop PV solar system at 787 Final Assembly Building in Charleston SC. Covers 10 acres of 14-acre roof. 1 of largest single rooftop installs in US. SCE&G will own and maintain the system.
Gingrich: "evidence on both sides of climate change argument". Huntsman says "more debate needed". Hansen says world's leaders have "run out of time" to save the traditional climate. I guess he means the one we used to have.
Radiation found in baby formula in Japan.
Sweden's utility Vattenfall cancelled plans to build 1.5B Euro carb capture coal plant in E Germany.
WEDNESDAY OPEN
(stock #'s in %)
Market down 61/30/10. Volume below avg. Oil below $101. Euro solution hopes "dimming". Gorby called for new Russian elections. I guess Putin may have cheated.
MGLT up 27. VNDB up 12. FSLR up 8. Sold $2B Calif solar farm to Buffett's MidAm Energy Holdings. CSUN up 3. PLUG up 2. Got order from P&G for more forklift fuel cell power units. AONE up 1. Maybe on GM news of possible $1K/unit fix for Volt batts, though AONE not involved with Volt.
CSOL down 17. XSNX down 14. CPWY down 13. EFOI down 12. NPWZ down 11. BIOF down 6, PEIX down 5. BWEN, CABN down 6. NENE down 4 more. ACPW, ENOC down 3. ENOC knocked back from 50-day lines, so far.
Market down 61/30/10. Volume below avg. Oil below $101. Euro solution hopes "dimming". Gorby called for new Russian elections. I guess Putin may have cheated.
MGLT up 27. VNDB up 12. FSLR up 8. Sold $2B Calif solar farm to Buffett's MidAm Energy Holdings. CSUN up 3. PLUG up 2. Got order from P&G for more forklift fuel cell power units. AONE up 1. Maybe on GM news of possible $1K/unit fix for Volt batts, though AONE not involved with Volt.
CSOL down 17. XSNX down 14. CPWY down 13. EFOI down 12. NPWZ down 11. BIOF down 6, PEIX down 5. BWEN, CABN down 6. NENE down 4 more. ACPW, ENOC down 3. ENOC knocked back from 50-day lines, so far.
Tuesday, December 6, 2011
ENOC
ENOC passed through 50-day lines on better volume. Looking for 12 bucks or better. Good long term, too.
TUESDAY OPEN
(stock #'s in %)
Dow up 52, Naz and S&P flat. Volume below avg. Oil down under $101.
EFOI up 16. BWEN up 8. CSIQ, ENOC, CCTC up 1.
MGLT down 21. XSNX down 12. ENSL down 11. VNDB down 10. CABN down 7 more, new low. LSCG, ABAT down 6. PEIX down 6 more, BIOF down 5. CSUN down 5 more, their 1:3 reverse split effective Dec 21. ASTI down 4 more.
Dow up 52, Naz and S&P flat. Volume below avg. Oil down under $101.
EFOI up 16. BWEN up 8. CSIQ, ENOC, CCTC up 1.
MGLT down 21. XSNX down 12. ENSL down 11. VNDB down 10. CABN down 7 more, new low. LSCG, ABAT down 6. PEIX down 6 more, BIOF down 5. CSUN down 5 more, their 1:3 reverse split effective Dec 21. ASTI down 4 more.
Monday, December 5, 2011
STUFF
Mercozy (Merkel/Sarcozy) agreed on master plan for Eurozone budget discipline. EU treaty will need change. IMF released $2.95B aid to Greece, part of 3-year bailout. Brings to 20.3B Euro of 30B E loan agreed to in May of last year. And part of 110B E rescue package for Greece. So what's all the drama - drachma - now about?
US asked S. Korea to cut $300M/y petrochem imports from Iran . . . France, Germany, Italy, Netherlands w/drew their ambassadors from Tehran after UK embassy sack . . . and, of course, Iran shot down the US drone.
Global CO2 emissions showed biggest jump ever - up 5.9% in '10.
Smog grounded Beijing flights.
Aptera Motors - 3-wheel EV hopeful - closed the doors on Friday in Calif. Tried for 3 years to reach commercial production. Failed to get DOE loan guarantee even with support of 2 Repubs at center of DOE loan debate.
MIT (not Romney): grid can handle EV's/renewables/clean E with new policies.
Navy announced largest ever purchase of bioavfuel: SYNM, SZYM.
China rebuffed ruling that its solar exports are harming US solar industry.
NRC says Ohio nuke plant with cracks is safe to run. Huh.
Planned Mich coal plant cancelled.
Report said that despite fed workforce pay freeze top officials still getting bonuses. Huh.
US's last coal-powered steamship looking to NG conversion.
USDA: ag productivity up 50% since '82 despite farmland loss.
More radioactive leaks into Pacific from Fuku.
Green groups claiming US blocking climate change deal at Durban.
Siemens buying eMeter - a Calif meter data mgmt comp that has received >$70M of VC funding.
Shell pulling out of Syria after EU imposed new sanctions. Also announced sold $488M of oil stakes in Niger delta.
Canada may save $6.7B by exiting Kyoto and not paying offset credits. Lot of details, A?
Sunoco shutting down 175kb/d refinery in PA due to refining market conditions. Also in talks to dissemble NJ refinery for shipment to India.
13 of world's hottest years on record occurred in last 15 years.
Cairn Energy gave up on $600M drilling effort off Greenland after no viable discovery. Ouch.
Iraq signed $17.7B deal with Shell/Mitsubishi to capture/process flared gas from southern Iraq oil fields.
N. Sudan has halted S. Sudan's oil exports until they agree on transit fees. Hurry up, Kenya.
And that's the come and the go, pards. Onward and upward.
US asked S. Korea to cut $300M/y petrochem imports from Iran . . . France, Germany, Italy, Netherlands w/drew their ambassadors from Tehran after UK embassy sack . . . and, of course, Iran shot down the US drone.
Global CO2 emissions showed biggest jump ever - up 5.9% in '10.
Smog grounded Beijing flights.
Aptera Motors - 3-wheel EV hopeful - closed the doors on Friday in Calif. Tried for 3 years to reach commercial production. Failed to get DOE loan guarantee even with support of 2 Repubs at center of DOE loan debate.
MIT (not Romney): grid can handle EV's/renewables/clean E with new policies.
Navy announced largest ever purchase of bioavfuel: SYNM, SZYM.
China rebuffed ruling that its solar exports are harming US solar industry.
NRC says Ohio nuke plant with cracks is safe to run. Huh.
Planned Mich coal plant cancelled.
Report said that despite fed workforce pay freeze top officials still getting bonuses. Huh.
US's last coal-powered steamship looking to NG conversion.
USDA: ag productivity up 50% since '82 despite farmland loss.
More radioactive leaks into Pacific from Fuku.
Green groups claiming US blocking climate change deal at Durban.
Siemens buying eMeter - a Calif meter data mgmt comp that has received >$70M of VC funding.
Shell pulling out of Syria after EU imposed new sanctions. Also announced sold $488M of oil stakes in Niger delta.
Canada may save $6.7B by exiting Kyoto and not paying offset credits. Lot of details, A?
Sunoco shutting down 175kb/d refinery in PA due to refining market conditions. Also in talks to dissemble NJ refinery for shipment to India.
13 of world's hottest years on record occurred in last 15 years.
Cairn Energy gave up on $600M drilling effort off Greenland after no viable discovery. Ouch.
Iraq signed $17.7B deal with Shell/Mitsubishi to capture/process flared gas from southern Iraq oil fields.
N. Sudan has halted S. Sudan's oil exports until they agree on transit fees. Hurry up, Kenya.
And that's the come and the go, pards. Onward and upward.
MONDAY CLOSE
(stock #'s in %)
Market up 78/28/12. Volume below avg. NAZ, S&P couldn't close above 200-day lines. Oil under $101. S&P put all of Eurozone on credit notice. Yea, like Standard and Poor's stepped up in real estate bubble. Maybe these guys are the problem.
IFXY up 77. I told ya. I didn't expect 77 though. PSUD up 65. AMPD up 61. QTMM up 20. UBRG up 16. If they let you buy it. ENSL up 15. BWEN up 14. A big boy. NGBF up 12. CRGE up 11. SYNM up 10 on news. CCTC, XSNX up 7. CCTC still pulling in volume. SZYM up 6 on same news as SYNM. NPWZ up 6. And, of course, more ups.
VNDB down 32. CABN down 22. Where's the bottom? BHWX down 18. WWPW, CPWY down 12. SPIR, BIOF down 10. Yes, BIOF. PEIX down 8. Yes, PEIX. CSUN down 7, new low. DSTI down 6. NENE down 5. And others were down, of course.
Be careful.
Market up 78/28/12. Volume below avg. NAZ, S&P couldn't close above 200-day lines. Oil under $101. S&P put all of Eurozone on credit notice. Yea, like Standard and Poor's stepped up in real estate bubble. Maybe these guys are the problem.
IFXY up 77. I told ya. I didn't expect 77 though. PSUD up 65. AMPD up 61. QTMM up 20. UBRG up 16. If they let you buy it. ENSL up 15. BWEN up 14. A big boy. NGBF up 12. CRGE up 11. SYNM up 10 on news. CCTC, XSNX up 7. CCTC still pulling in volume. SZYM up 6 on same news as SYNM. NPWZ up 6. And, of course, more ups.
VNDB down 32. CABN down 22. Where's the bottom? BHWX down 18. WWPW, CPWY down 12. SPIR, BIOF down 10. Yes, BIOF. PEIX down 8. Yes, PEIX. CSUN down 7, new low. DSTI down 6. NENE down 5. And others were down, of course.
Be careful.
MONDAY OPEN
(stock #'s in %)
Market up 159/45/21. Volume above avg. Oil up to $102. Naz and S&P up against top 200-day lines. Market up on Europe again - Italy debt, hopes on Friday meeting.
EFOI up 42. NGBF up 18. XSNX up 5. BWEN, WEST up 3.
CABN down another 14. APWR, NPWZ down 6. ACPW down 4. ABAT, CSUN down 3.
Market up 159/45/21. Volume above avg. Oil up to $102. Naz and S&P up against top 200-day lines. Market up on Europe again - Italy debt, hopes on Friday meeting.
EFOI up 42. NGBF up 18. XSNX up 5. BWEN, WEST up 3.
CABN down another 14. APWR, NPWZ down 6. ACPW down 4. ABAT, CSUN down 3.
Sunday, December 4, 2011
MONDAY WATCH LIST
ABAT, ACPW, APWR, BIOF, PEIX, GPRE, NGBF, BWEN, CABN, CCTC, CERP, COMV, CPWY, CSKH, EFOI, ENOC, IFXY, LEDS, LSCG, NENE, NPWZ, PWER, SATC, XSNX. I think that's enough. And then there will be some other one breaking up 30% or more. Just cuz the hedge funds can do that. When they sell their shorts. One heck of a market.
STUFF
GE and German comp started installing 4.1MW offshore turbine in Gothenburg harbor.
Gamesa shipped 1,000th wind turbine nacelle from its PA plant.
Pattern Energy signed 20-yr PPA for 115MW wind farm in Chile. Will use Siemens 2.3MW turbines. Construction begins early '12, expected online 2H13. Pattern currently operates 520MW of wind energy in N. Am, has 250MW of wind projects in construction and expects to begin >750MW of projects over next 12 months.
Pike Research says bldg energy efficiency market will grow >50% by '17 to >$100B/yr.
National Solar Power entered into agreement with Hardee County FL to build 10 20MW solar farms for $700M. 5-yr construction. NSP has power supply agreements for >3GW of solar farms in SE US.
JCM Capital/Hay Solar to provide development, construction and financing for 30MW of modular 100KW farm bldg solar installs throughout Ontario.
Future Gen Alliance buying portionis of Ameren power plant so it can continue the $1.65B clean coal power project in IL. Alliance also seeking permission to take over Ameren agreement with DOE. The CO2 pipeline and storage site expected to cost $550M. Plant projected online in '16. Alliance supported by $1B from Am Recov and Reinvest Act (Obama surplus).
1.1M tons of CO2 captured from ADM ethanol plant in IL has been pumped a mile down into sandstone storage. The $96M project was funded in '07.
Gamesa shipped 1,000th wind turbine nacelle from its PA plant.
Pattern Energy signed 20-yr PPA for 115MW wind farm in Chile. Will use Siemens 2.3MW turbines. Construction begins early '12, expected online 2H13. Pattern currently operates 520MW of wind energy in N. Am, has 250MW of wind projects in construction and expects to begin >750MW of projects over next 12 months.
Pike Research says bldg energy efficiency market will grow >50% by '17 to >$100B/yr.
National Solar Power entered into agreement with Hardee County FL to build 10 20MW solar farms for $700M. 5-yr construction. NSP has power supply agreements for >3GW of solar farms in SE US.
JCM Capital/Hay Solar to provide development, construction and financing for 30MW of modular 100KW farm bldg solar installs throughout Ontario.
Future Gen Alliance buying portionis of Ameren power plant so it can continue the $1.65B clean coal power project in IL. Alliance also seeking permission to take over Ameren agreement with DOE. The CO2 pipeline and storage site expected to cost $550M. Plant projected online in '16. Alliance supported by $1B from Am Recov and Reinvest Act (Obama surplus).
1.1M tons of CO2 captured from ADM ethanol plant in IL has been pumped a mile down into sandstone storage. The $96M project was funded in '07.
Saturday, December 3, 2011
STUFF
Much of the reason for Wednesday's 500-point Dow run up was hedge funds covering shorts. Over 10K funds manage ~$2.2T and account for 50-70% of daily volume.
Vanadium could emerge as game changer in batt tech: Reuters. Vanadium flow batts charge in a flash, their capacity actually expands, they last for decades, generate low levels of heat and are suitable for connection to power grid. But vanadium has a volatile price, trending with steel demand. A rumor that China Strategic Holdings is spending $300M to build largest vanadium batt. German start-up DBM Energy says it has lithium-vanadium car batt that can go 375 miles on a 6-minute charge. 2 major automakers planning to adopt the tech. American Vanadium a producer. Deposit in Nevada. ENZR another comp to watch.
MIT working on flow-cell batts that could be half the weight and cost of current batts.
Over 340 comps, including some of the largest, from 38 countries have signed communique calling on world govts to limit avg global temp increase to under 2C. They want "visible progress" toward new intl treaty so they can have the clarity and certainty needed to invest to fullest potential.
POET will be producing corn oil as feedstock for 12M gallons of biodiesel/year by the end of this month. They continue to roll out the tech to new plants. They also currently produce >1.7B gal of ethanol and 10B lbs of hi-protein animal feed per year.
Vanadium could emerge as game changer in batt tech: Reuters. Vanadium flow batts charge in a flash, their capacity actually expands, they last for decades, generate low levels of heat and are suitable for connection to power grid. But vanadium has a volatile price, trending with steel demand. A rumor that China Strategic Holdings is spending $300M to build largest vanadium batt. German start-up DBM Energy says it has lithium-vanadium car batt that can go 375 miles on a 6-minute charge. 2 major automakers planning to adopt the tech. American Vanadium a producer. Deposit in Nevada. ENZR another comp to watch.
MIT working on flow-cell batts that could be half the weight and cost of current batts.
Over 340 comps, including some of the largest, from 38 countries have signed communique calling on world govts to limit avg global temp increase to under 2C. They want "visible progress" toward new intl treaty so they can have the clarity and certainty needed to invest to fullest potential.
POET will be producing corn oil as feedstock for 12M gallons of biodiesel/year by the end of this month. They continue to roll out the tech to new plants. They also currently produce >1.7B gal of ethanol and 10B lbs of hi-protein animal feed per year.
Friday, December 2, 2011
FRIDAY CLOSE
(stock #'s in %)
Market flat - I mean 0/0/0. I don't think I've ever seen that. Volume below avg. But it was a Friday. Oil a few cents below $101.
CPWY up 33. BIOF up 15 more, PEIX up another 9, NGBF up 14, GPRE up 3. DSTI, BFRE up 14. CSKH, APWR up 12. ACPW up 10. LSCG up 7. Starting to move back up, it looks. BWEN up 4. ENOC up 2. Waiting for them to break through 50-day lines.
ASPW down 28. CRGE down 25. IFXY down 20. ABAT, QTMM down 16. ENSL down 14. ZNNMF down 10. CSIQ down 9. JASO, CABN down 6, CABN a new low. AONE flat. If GM does change its Volt batt, will AONE get the contract?
Well, happy trails guys.
Market flat - I mean 0/0/0. I don't think I've ever seen that. Volume below avg. But it was a Friday. Oil a few cents below $101.
CPWY up 33. BIOF up 15 more, PEIX up another 9, NGBF up 14, GPRE up 3. DSTI, BFRE up 14. CSKH, APWR up 12. ACPW up 10. LSCG up 7. Starting to move back up, it looks. BWEN up 4. ENOC up 2. Waiting for them to break through 50-day lines.
ASPW down 28. CRGE down 25. IFXY down 20. ABAT, QTMM down 16. ENSL down 14. ZNNMF down 10. CSIQ down 9. JASO, CABN down 6, CABN a new low. AONE flat. If GM does change its Volt batt, will AONE get the contract?
Well, happy trails guys.
STUFF
Oil/gas industry currently employs 440K American workers. In '03, it was 200K.
Record-setting changes occurring throughout Arctic, says scientific group. Persistent decline in thickness and summer extent of sea ice cover and a warmer, fresher upper ocean. Avg. temps up ~2.5F from '81-'10 baseline. 20% increase in phytoplankton in ocean.
Partnering with Bill Clinton, Obama announced $4B effort to increase energy efficiency of govt and private sector buildings over next 2 years. Govt committed $2B. Corps, unions, universities and local govts to commit the other half. Contractors who do the work to be paid with realized energy savings.
EPA released a reworked package of proposed rules to tackle toxic emissions from >200K of largest boilers and incinerators in US.
Court let TX EPA-permit challenge to go forward.
GM weighing Volt buyback and may change the battery.
Auditors found World Bank skipped policy steps in approving $3.75B loan for huge S. African coal plant.
UN says rate of tree loss in world's forests not as bad as once believed . . . agency says climate change has little effect on hurricanes . . . permafrost melting contributes more to climate change than thought.
BMW, Toyota teaming up to make cleaner cars.
ITC voted 6-0 on decision of reasonable indication or threat of injury. Chinese solar panel dumping case now moves to Commerce Dept.
Cleantech VC funding in Nov >$450M. Better Place led with $200M round. Solar got almost $100M.
Cost of oil imports to EU increased from $280B in '10 to $402B so far this year. UK Office of Budget Responsibility named oil prices as key factor in drastic downward revision of its economic and fiscal outlook.
FAA awarded $7.7M in 8 new grants to advance renewable jetfuels.
Ms. Bachman says subsidize flex-fuel conversions, not E85 fuels.
Northern Mexico in worst drought in 70 years. TX, of course, still deep in theirs.
Record-setting changes occurring throughout Arctic, says scientific group. Persistent decline in thickness and summer extent of sea ice cover and a warmer, fresher upper ocean. Avg. temps up ~2.5F from '81-'10 baseline. 20% increase in phytoplankton in ocean.
Partnering with Bill Clinton, Obama announced $4B effort to increase energy efficiency of govt and private sector buildings over next 2 years. Govt committed $2B. Corps, unions, universities and local govts to commit the other half. Contractors who do the work to be paid with realized energy savings.
EPA released a reworked package of proposed rules to tackle toxic emissions from >200K of largest boilers and incinerators in US.
Court let TX EPA-permit challenge to go forward.
GM weighing Volt buyback and may change the battery.
Auditors found World Bank skipped policy steps in approving $3.75B loan for huge S. African coal plant.
UN says rate of tree loss in world's forests not as bad as once believed . . . agency says climate change has little effect on hurricanes . . . permafrost melting contributes more to climate change than thought.
BMW, Toyota teaming up to make cleaner cars.
ITC voted 6-0 on decision of reasonable indication or threat of injury. Chinese solar panel dumping case now moves to Commerce Dept.
Cleantech VC funding in Nov >$450M. Better Place led with $200M round. Solar got almost $100M.
Cost of oil imports to EU increased from $280B in '10 to $402B so far this year. UK Office of Budget Responsibility named oil prices as key factor in drastic downward revision of its economic and fiscal outlook.
FAA awarded $7.7M in 8 new grants to advance renewable jetfuels.
Ms. Bachman says subsidize flex-fuel conversions, not E85 fuels.
Northern Mexico in worst drought in 70 years. TX, of course, still deep in theirs.
FRIDAY OPEN
(stock #'s in %)
Market up 107/28/13. Naz and S&P approaching top 200-day lines. Volume above avg. Oil above $100. 120K new non-farm jobs in November, 72K more added in Sept, Oct revisions.
BFRE up 29. EFOI up 25. BIOF up 17, PEIX up 13. NPWZ up 17. DSTI up 10. BWEN up 9.
CRGE down 28. IFXY down 20. UBRG down 9. CSIQ, COMV, ZOLT down 4.
2 for your consideration: GPRE, CREE.
Market up 107/28/13. Naz and S&P approaching top 200-day lines. Volume above avg. Oil above $100. 120K new non-farm jobs in November, 72K more added in Sept, Oct revisions.
BFRE up 29. EFOI up 25. BIOF up 17, PEIX up 13. NPWZ up 17. DSTI up 10. BWEN up 9.
CRGE down 28. IFXY down 20. UBRG down 9. CSIQ, COMV, ZOLT down 4.
2 for your consideration: GPRE, CREE.
Thursday, December 1, 2011
THURSDAY CLOSE
(stock #'s in %)
Market mixed flat. Volume below avg. Oil down to around $100.
CPWY up 57. ENSL up 37. PEIX up 31. BIOF up 22. TMEN up 14. CCGI up 12. ZOLT, QTWW up 10. NENE up 4. LSCG up 2.
MGLT down 33. Even rimes. NGBF down 26. BLQN down 22. CABN down 13. BFRE, CRGE, SOPW down 12. EVSI down 10. EFOI down 6, new low. ENOC down 4.
Market mixed flat. Volume below avg. Oil down to around $100.
CPWY up 57. ENSL up 37. PEIX up 31. BIOF up 22. TMEN up 14. CCGI up 12. ZOLT, QTWW up 10. NENE up 4. LSCG up 2.
MGLT down 33. Even rimes. NGBF down 26. BLQN down 22. CABN down 13. BFRE, CRGE, SOPW down 12. EVSI down 10. EFOI down 6, new low. ENOC down 4.
STUFF
~150 of >11K US solar industry workers joined Coalition for American Solar Manufacturing to support US investigation of China's solar trade practices and restoration of fair trade practices. Really. 150 out of 11K.
Yesterday. All our troubles seemed so far away. The central bank action was US Fed, Bank of England, ECB, Bank of Japan, Bank of Canada and Swiss National Bank moved to increase availability of US dollars outside of the US. Lowered costs of credit default swaps between the banks. And Brazil and China eased their monetary policy.
Manufacturing activity is contracting across Europe and most of Asia. Chinese official said world economy faces worse situation than '08. Brit manufacturing contracted at fastest pace in 2 years. China, India, S. Korea, Indonesian manufacturing slumped last 2 months.
Half of world's GHG's comes from 5 countries. China, US, India, Russia, Japan. The rest of top ten - Brazil, Germany, Canada, Mexico, Iran.
Oil industry asking EPA to delay toxics rules for drillers. Enviro IR video shows emissions evidence. NG driller to stop supplying water to PA residents. WY NG flaring policy delayed until '12. What isn't.
Feinberg increased BP fund payments to GOM crabbers and shrimpers. Have you checked prices of GOM shrimp at the grocery store?!
TX groundwater at historic low.
US asserted it will meet that pledge to help climate needs of developing nations. I guess there in South Africa today.
EU to miss offshore wind targets, citing costs.
LED lights cost more, but drive labor (maintenance) and energy costs down. Let alone SAVES POWER.
1.4M Pennsylvanians switched electricity systems this year. PA began to unbundle el services in '98, detaching generation, transmission and delivery.
London Brent oil ~$110.
O yea, the Sinai NG pipeline from Egypt to Israel was blown up for 9th time. Damage from last time hasn't even been repaired.
And, finally, US ethanol production jumped in late Sept to 863kb/d.
Yesterday. All our troubles seemed so far away. The central bank action was US Fed, Bank of England, ECB, Bank of Japan, Bank of Canada and Swiss National Bank moved to increase availability of US dollars outside of the US. Lowered costs of credit default swaps between the banks. And Brazil and China eased their monetary policy.
Manufacturing activity is contracting across Europe and most of Asia. Chinese official said world economy faces worse situation than '08. Brit manufacturing contracted at fastest pace in 2 years. China, India, S. Korea, Indonesian manufacturing slumped last 2 months.
Half of world's GHG's comes from 5 countries. China, US, India, Russia, Japan. The rest of top ten - Brazil, Germany, Canada, Mexico, Iran.
Oil industry asking EPA to delay toxics rules for drillers. Enviro IR video shows emissions evidence. NG driller to stop supplying water to PA residents. WY NG flaring policy delayed until '12. What isn't.
Feinberg increased BP fund payments to GOM crabbers and shrimpers. Have you checked prices of GOM shrimp at the grocery store?!
TX groundwater at historic low.
US asserted it will meet that pledge to help climate needs of developing nations. I guess there in South Africa today.
EU to miss offshore wind targets, citing costs.
LED lights cost more, but drive labor (maintenance) and energy costs down. Let alone SAVES POWER.
1.4M Pennsylvanians switched electricity systems this year. PA began to unbundle el services in '98, detaching generation, transmission and delivery.
London Brent oil ~$110.
O yea, the Sinai NG pipeline from Egypt to Israel was blown up for 9th time. Damage from last time hasn't even been repaired.
And, finally, US ethanol production jumped in late Sept to 863kb/d.
THURSDAY OPEN
(stock #'s in %)
Market down 23/1/1. Volume above avg. Oil under $101.
CPWY up 49. ENSL up 40. COMV up 13 on financial news. QTWW up 13 more, up 40 off that bottom a couple days ago. ZOLT up 11 more. Up 50 in 2 days. DSTI up 11. PEIX, BIOF up 11. CSIQ up 9 more. Up 50 in 4 days. CSUN up 8 off their bottom.
MGLT down 33. PSPW down 31. CRGE down 22. CABN down 13 more. IFXY down 11. BHWX down 10. ENOC down 5. BWEN down 4 more.
Market down 23/1/1. Volume above avg. Oil under $101.
CPWY up 49. ENSL up 40. COMV up 13 on financial news. QTWW up 13 more, up 40 off that bottom a couple days ago. ZOLT up 11 more. Up 50 in 2 days. DSTI up 11. PEIX, BIOF up 11. CSIQ up 9 more. Up 50 in 4 days. CSUN up 8 off their bottom.
MGLT down 33. PSPW down 31. CRGE down 22. CABN down 13 more. IFXY down 11. BHWX down 10. ENOC down 5. BWEN down 4 more.
Wednesday, November 30, 2011
WEDNESDAY CLOSE
(stock #'s in %)
Market up 490/104/51. Volume heavy. Oil finished up over $101. Definitely a recessionary level. But O how the world loved the central banks working together. G, all of a sudden we can all get along. But hay, maybe blessings from God. Dow above their top 200-day line again, Naz just below the top 200-day line. I didn't check the S&P. I get tired out too. Or forget. O hell, I'm frackin lazy. There. You got the skinny.
MGLT up 98. Cool, huh? ZOLT up 35. VNDB up 25. ASPW up 22. HSOL up 21. JASO up 18. CSIQ, QTWW up 15. XIDE up 14. RBCN, QTMM up 11. AONE, AMEL, SOPW up 10.
ABAT down 57. PTOS down 22. PPRW down 21. IFXY down 16. HOKU, EFOI down 14. Is HOKU going under? XSNX, CPWY down 12. Ditto XSNX? Or will their tech be bought? BIOF down 10. Hitting their lines. BFRE down 9. NENE down 8. Going under or buy candidate? LSCG down 6. Still going down. BWEN down 5. CSUN down 2 more, the only Chinese solar down. Are they going under?
So the market has come roaring back. Do we believe it or not? Is this just manipulation from all the central banks in the world? Or is it real economics? Job growth in US is just Christmas jobs. Probably. Well, enjoy it if you made some money today. For that's what it's about. Besides clean energy. Or at least cleaner energy. Or even less US reliance on foreign oil, let alone OPEC.
Happy trails, pards.
Market up 490/104/51. Volume heavy. Oil finished up over $101. Definitely a recessionary level. But O how the world loved the central banks working together. G, all of a sudden we can all get along. But hay, maybe blessings from God. Dow above their top 200-day line again, Naz just below the top 200-day line. I didn't check the S&P. I get tired out too. Or forget. O hell, I'm frackin lazy. There. You got the skinny.
MGLT up 98. Cool, huh? ZOLT up 35. VNDB up 25. ASPW up 22. HSOL up 21. JASO up 18. CSIQ, QTWW up 15. XIDE up 14. RBCN, QTMM up 11. AONE, AMEL, SOPW up 10.
ABAT down 57. PTOS down 22. PPRW down 21. IFXY down 16. HOKU, EFOI down 14. Is HOKU going under? XSNX, CPWY down 12. Ditto XSNX? Or will their tech be bought? BIOF down 10. Hitting their lines. BFRE down 9. NENE down 8. Going under or buy candidate? LSCG down 6. Still going down. BWEN down 5. CSUN down 2 more, the only Chinese solar down. Are they going under?
So the market has come roaring back. Do we believe it or not? Is this just manipulation from all the central banks in the world? Or is it real economics? Job growth in US is just Christmas jobs. Probably. Well, enjoy it if you made some money today. For that's what it's about. Besides clean energy. Or at least cleaner energy. Or even less US reliance on foreign oil, let alone OPEC.
Happy trails, pards.
STUFF
ESLR(Q) sold its tech for $6M plus 7.6M shares of buyer - China Private Equity Investment Holdings. Tech was developed at MIT. O. That's where Romney got his first name. Maybe not.
AMRS expanding R&D partnership with Total. Also formed joint venture to produce renewable fuels.
Solar City's plans to install solar panels on top of >100k military housing units was revived with Bank of America commitment to lend $350M. Remember, the DOE loan guarantee wasn't granted.
DOE, by the by, was created in the '70's to get the US off of foreign oil. OPEC oil, more exactly. What a job done so far, huh? Yet DOE researches and finances clean E electricity sources that have nothing to do with oil. Of course, it was fighting the peak of US oil production I think it was in '70? But. US now close to becoming a net fuel exporter with LNG and biofuels potential, let alone our new oil and NG production from fracking and deepwater offshore. Despite even the petering out of Alaskan production.
Massachusetts' effort to close Plymouth coastal nuke reactor because of Fukushima denied by NRC. Odd thing is they actually could get a tsunami when that piece of the Canary Islands falls into the Atlantic after a major earthquake. Or is that just an old wives tale? Vermont also tried to shut down Vermont Yankee reactors - also owned by Entergy. Also denied. I'm sorry here, but nuke energy is clean energy and 24-hour energy. And I like clean energy. But there's nothing wrong with getting the safest nuke energy we can. Thorium. Hello. (LTBR).
Archbishop Tutu challenging Canada to set example for world by addressing GHG emissions and climate change and stop supporting their oil and NG industry (oil sands). Yea. Really. Take care of Africa first, Bishop. Start with South Africa.
AONE cutting 125 workers in Mich. AMSC also cutting jobs.
US seen as roadblock in S. Africa climate talks. As developing nations push for extension of Kyoto '97 agreements. What's new. Qatar to host '12 talks.
And in Laos, a Vietnamese company started work on a $100M sugarcane ethanol plant.
Happy trails, pards.
AMRS expanding R&D partnership with Total. Also formed joint venture to produce renewable fuels.
Solar City's plans to install solar panels on top of >100k military housing units was revived with Bank of America commitment to lend $350M. Remember, the DOE loan guarantee wasn't granted.
DOE, by the by, was created in the '70's to get the US off of foreign oil. OPEC oil, more exactly. What a job done so far, huh? Yet DOE researches and finances clean E electricity sources that have nothing to do with oil. Of course, it was fighting the peak of US oil production I think it was in '70? But. US now close to becoming a net fuel exporter with LNG and biofuels potential, let alone our new oil and NG production from fracking and deepwater offshore. Despite even the petering out of Alaskan production.
Massachusetts' effort to close Plymouth coastal nuke reactor because of Fukushima denied by NRC. Odd thing is they actually could get a tsunami when that piece of the Canary Islands falls into the Atlantic after a major earthquake. Or is that just an old wives tale? Vermont also tried to shut down Vermont Yankee reactors - also owned by Entergy. Also denied. I'm sorry here, but nuke energy is clean energy and 24-hour energy. And I like clean energy. But there's nothing wrong with getting the safest nuke energy we can. Thorium. Hello. (LTBR).
Archbishop Tutu challenging Canada to set example for world by addressing GHG emissions and climate change and stop supporting their oil and NG industry (oil sands). Yea. Really. Take care of Africa first, Bishop. Start with South Africa.
AONE cutting 125 workers in Mich. AMSC also cutting jobs.
US seen as roadblock in S. Africa climate talks. As developing nations push for extension of Kyoto '97 agreements. What's new. Qatar to host '12 talks.
And in Laos, a Vietnamese company started work on a $100M sugarcane ethanol plant.
Happy trails, pards.
WEDNESDAY OPEN
(stock #'s in %)
Market up 401/84/40. Volume above avg. Oil above $101. Central banks around world taking coordinated action to provide liquidity, ease financial system strain. EU delaying debt decisions for 10 days. US private sector added 206K jobs in November.
ZOLT up 26 after reporting FY/4Q. Revs up, 4Q profit but full-year loss. ASPW up 22. JUHL up 15. CSIQ up another 12. CREG, QTWW up 11. AONE up 9. JASO up 8. HSOL up 7.
ABAT down 57. Back trading in pink sheets. NGBF, PPRW down 31. NENE, BFRE down 6 more.
Market up 401/84/40. Volume above avg. Oil above $101. Central banks around world taking coordinated action to provide liquidity, ease financial system strain. EU delaying debt decisions for 10 days. US private sector added 206K jobs in November.
ZOLT up 26 after reporting FY/4Q. Revs up, 4Q profit but full-year loss. ASPW up 22. JUHL up 15. CSIQ up another 12. CREG, QTWW up 11. AONE up 9. JASO up 8. HSOL up 7.
ABAT down 57. Back trading in pink sheets. NGBF, PPRW down 31. NENE, BFRE down 6 more.
Tuesday, November 29, 2011
TUESDAY CLOSE
(stock #'s in %)
Dow up 32, Naz down 1, S&P up 2. Volume below avg. Oil down a few cents.
BHWX up 29. Lithium exploration with no revenue. ZAAP up 23. EV's. URRE up 21. Uranium. NGBF up 18. Biofuels with no revenue. XSNX up 17. New solar with no revenue. EFOI up 8. LED's. CSIQ up 6. The only Chinese solar up. BWEN up 3. Climbing stock. AONE up 3. Possibly climbing too.
IFXY down 25. ASPW down 23. ENER, CRGE, ECOS down 18. BIOF, BFRE down 13. QTWW down 12. CSGH, CSKH, QTMM down 10. HSOL down 9. GTAT, CSUN, JASO, PEIX down 7. PWER, NENE down 5. XOLT down 4. ENOC down 3.
Dow up 32, Naz down 1, S&P up 2. Volume below avg. Oil down a few cents.
BHWX up 29. Lithium exploration with no revenue. ZAAP up 23. EV's. URRE up 21. Uranium. NGBF up 18. Biofuels with no revenue. XSNX up 17. New solar with no revenue. EFOI up 8. LED's. CSIQ up 6. The only Chinese solar up. BWEN up 3. Climbing stock. AONE up 3. Possibly climbing too.
IFXY down 25. ASPW down 23. ENER, CRGE, ECOS down 18. BIOF, BFRE down 13. QTWW down 12. CSGH, CSKH, QTMM down 10. HSOL down 9. GTAT, CSUN, JASO, PEIX down 7. PWER, NENE down 5. XOLT down 4. ENOC down 3.
STUFFS
Tuesday after Thanksgiving. The leftovers almost gone. Not much news. Let alone explicitly let out.
EPA finalized amendments to GHG rule, granted 6-month extension. Is that the coal plant rule?
Anadarko doubled their estimate of Mazambique NG discovery. Yesterday's nuze. But not bad news.
A brand new ND coal plant shuttered. Huh. Good news - no new coal plant online - except for the money spent on the plant. But reserve power. And there is coal very close by. And ND is awash in Bakken oil money anyway.
US biodiesel production already set new record for '11. >802M gal. >2x '10 production of ~315M gal. Broke previous record of 690M gal in '09. But. Reinstated fed tax incentive due to expire end of this year. Without incentive in '10, production dropped hard, jobs were lost. This year $3B more GDP, 18k more jobs, $628M more in fed, state, local taxes. And exports.
That's the stuff I found today. O but there's brother Cain's presidential bid going down in paying off women who had issues with his sex. What else, Iran seized Britain's embassy in Tehran. Echo of '79. Lebanon fired missiles into Israel. Just another usual day in these times. Oy.
Happy trails.
EPA finalized amendments to GHG rule, granted 6-month extension. Is that the coal plant rule?
Anadarko doubled their estimate of Mazambique NG discovery. Yesterday's nuze. But not bad news.
A brand new ND coal plant shuttered. Huh. Good news - no new coal plant online - except for the money spent on the plant. But reserve power. And there is coal very close by. And ND is awash in Bakken oil money anyway.
US biodiesel production already set new record for '11. >802M gal. >2x '10 production of ~315M gal. Broke previous record of 690M gal in '09. But. Reinstated fed tax incentive due to expire end of this year. Without incentive in '10, production dropped hard, jobs were lost. This year $3B more GDP, 18k more jobs, $628M more in fed, state, local taxes. And exports.
That's the stuff I found today. O but there's brother Cain's presidential bid going down in paying off women who had issues with his sex. What else, Iran seized Britain's embassy in Tehran. Echo of '79. Lebanon fired missiles into Israel. Just another usual day in these times. Oy.
Happy trails.
TUESDAY OPEN
(stock #'s in %)
Market up 71/8/8. Volume above avg. Oil just under $100.
ZAAP rebound, up 33. NGBF up 25. XSNX, EFOI up 20, EFOI now bulletin board listing. CSIQ up 12. News of new plant opening in Germany. AONE up 10. BWEN up 9. ECTY, WEST up 5.
SPIR, IFXY down 17. QTWW down 16, new low. ENER down 14. BIOF down 6. NENE, PEIX down 4. LSCG, PWER down 3. PWER new low.
Market up 71/8/8. Volume above avg. Oil just under $100.
ZAAP rebound, up 33. NGBF up 25. XSNX, EFOI up 20, EFOI now bulletin board listing. CSIQ up 12. News of new plant opening in Germany. AONE up 10. BWEN up 9. ECTY, WEST up 5.
SPIR, IFXY down 17. QTWW down 16, new low. ENER down 14. BIOF down 6. NENE, PEIX down 4. LSCG, PWER down 3. PWER new low.
Monday, November 28, 2011
STUFF
Architect of Fukushima reactor 3 admitted it's inevitable that melted fuel sank underground and when it reaches underground water it will contaminate it and may cause massive hydrovolcanic explosion.
Kansas utilities filed suit to have courts stay new EPA rule on power plant emissions. If forced to comply they say they will have to impose rolling blackouts.
Railroads are 4x more fuel efficient than trucks.
POWR - up 6% today - intro'd LED lighting to replace fluorescent tubes. 75% greater efficiency, 10-yr lifespan.
Another Volt battery caught fire in tests, feds will do a safety investigation.
Panasonic to invest $582M to build solar cells/modules factory in Malaysia.
Asbestos from closed mine leaking into water near Libby, MT. And Canada's asbestos mines shut down for 1st time in 130 years.
Auto startup Next Autoworks withdrew their ap for $320M loan from DOE's Advanced Tech Vehicle Manufacturing program after officials told them the loan wouldn't be approved. Plans for factory shelved.
Oil Price Info Service says Americans on track to spend $488B on gasoline this year, up $40B from '08 record high.
China to loan Venezuela $4B to help boost their oil output, upgrade power plants and increase production of iron and aluminum.
US livestock farmers demanding change in US ethanol policy saying current rules could cause spikes in meat prices and even shortages at stores if corn growers have a bad year.
Iraq planning to raise crude oil exports to 2.75mb/d next year from this year's 2.2m target.
Repairs to bombed Nigerian oil pipeline to cost $2B.
World Bank predicting 9.1% growth for China this year, 8.4% next year.
Shell signed deal with Turkey's state-run oil/gas comp to explore offshore and SE Turkey.
1st oil will flow next month through new UAE oil pipeline that will bypass Hormuz.
Kansas utilities filed suit to have courts stay new EPA rule on power plant emissions. If forced to comply they say they will have to impose rolling blackouts.
Railroads are 4x more fuel efficient than trucks.
POWR - up 6% today - intro'd LED lighting to replace fluorescent tubes. 75% greater efficiency, 10-yr lifespan.
Another Volt battery caught fire in tests, feds will do a safety investigation.
Panasonic to invest $582M to build solar cells/modules factory in Malaysia.
Asbestos from closed mine leaking into water near Libby, MT. And Canada's asbestos mines shut down for 1st time in 130 years.
Auto startup Next Autoworks withdrew their ap for $320M loan from DOE's Advanced Tech Vehicle Manufacturing program after officials told them the loan wouldn't be approved. Plans for factory shelved.
Oil Price Info Service says Americans on track to spend $488B on gasoline this year, up $40B from '08 record high.
China to loan Venezuela $4B to help boost their oil output, upgrade power plants and increase production of iron and aluminum.
US livestock farmers demanding change in US ethanol policy saying current rules could cause spikes in meat prices and even shortages at stores if corn growers have a bad year.
Iraq planning to raise crude oil exports to 2.75mb/d next year from this year's 2.2m target.
Repairs to bombed Nigerian oil pipeline to cost $2B.
World Bank predicting 9.1% growth for China this year, 8.4% next year.
Shell signed deal with Turkey's state-run oil/gas comp to explore offshore and SE Turkey.
1st oil will flow next month through new UAE oil pipeline that will bypass Hormuz.
MONDAY CLOSE
(stock #'s in %)
Market up 291/85/33. Volume above avg. Oil back under $98.
LEOM up 46. ENER up 41 on new management. PTOS up 40. WWPW up 36. ZNNMF up 23. VNDB, AMEL up 20. ENSL, CPWY up 19. OPTT, GEVO, CRGE up 13. AONE, BWEN, ENZR up 10.
ZAAP down 30. MGLT down 24. EFOI down 23. PSPW down 19. XSNX down 17. ECTY down 16, rejected by 50-day lines. NPWZ down 12. IFXY down 11. BIOF down 10. WEST down 5, new low.
Market up 291/85/33. Volume above avg. Oil back under $98.
LEOM up 46. ENER up 41 on new management. PTOS up 40. WWPW up 36. ZNNMF up 23. VNDB, AMEL up 20. ENSL, CPWY up 19. OPTT, GEVO, CRGE up 13. AONE, BWEN, ENZR up 10.
ZAAP down 30. MGLT down 24. EFOI down 23. PSPW down 19. XSNX down 17. ECTY down 16, rejected by 50-day lines. NPWZ down 12. IFXY down 11. BIOF down 10. WEST down 5, new low.
MONDAY OPEN
(stock #'s in %)
Market up 312/85/46. Volume above avg. Oil up over $99. Technical rebound from last week plus shopping numbers plus some sort of progress in Europe.
VNDB up 50. ENSL up 23. CRGE up 15. EFOI, VSPC up 13. AMEL up 12. NENE up 11. FTEK, RBCN up 10. CSIQ, CERP up 7. ZOLT, JASO, WEST up 6. ENOC, MXWL, AONE up 5.
XSNX down 17. XDSL, EVSI down 13. ZAAP down 10. LSCG, ECTY down 3.
Market up 312/85/46. Volume above avg. Oil up over $99. Technical rebound from last week plus shopping numbers plus some sort of progress in Europe.
VNDB up 50. ENSL up 23. CRGE up 15. EFOI, VSPC up 13. AMEL up 12. NENE up 11. FTEK, RBCN up 10. CSIQ, CERP up 7. ZOLT, JASO, WEST up 6. ENOC, MXWL, AONE up 5.
XSNX down 17. XDSL, EVSI down 13. ZAAP down 10. LSCG, ECTY down 3.
Sunday, November 27, 2011
LATE SUNDAY
IF US citizens will start paying attention to buying US products we could maintain our world leadership. Let alone create jobs. Buy American. Look at the labels. Look at the back of the tab. Look wherever at whatever you have to. But let's buy American.
Saturday, November 26, 2011
WATCH LIST
BWEN
COMV - good rev gains last quarter - on their bottom.
ECTY (if they get through 50-day lines here).
CREE - back at bottom, Goldman says buy.
EFOI - big drop last few days back to bottom area.
ELON
ENOC - top pick - extremely good rev gains last Q - double bottoming.
LSCG - when the recent slide down stops.
MXWL - price implosion this month after new highs.
PWER.
WEST - back down at bottom.
XIDE - bottom.
ZAAP - recent selloff and Friday gain maybe the turnaround.
ZOLT - bottom.
Of course, much depends on the entire market and the stop of the down trend. I don't see yet what will stop it except the charts - we're back near the other bottoms of this year.
Happy hunting.
COMV - good rev gains last quarter - on their bottom.
ECTY (if they get through 50-day lines here).
CREE - back at bottom, Goldman says buy.
EFOI - big drop last few days back to bottom area.
ELON
ENOC - top pick - extremely good rev gains last Q - double bottoming.
LSCG - when the recent slide down stops.
MXWL - price implosion this month after new highs.
PWER.
WEST - back down at bottom.
XIDE - bottom.
ZAAP - recent selloff and Friday gain maybe the turnaround.
ZOLT - bottom.
Of course, much depends on the entire market and the stop of the down trend. I don't see yet what will stop it except the charts - we're back near the other bottoms of this year.
Happy hunting.
Friday, November 25, 2011
STUFF
Stuffed, actually, from Thanksgiving dinner and leftovers. Hope your reflux isn't too bad. O yea, on to stuff.
Electric from clean E and renewables got $187B worldwide last year, topping $157B for NG, oil and coal. $66B in subsidies for clean E/renewables. But financial austerity measures in at least 10 countries will cut spending in "green" by $45B through '15. Check that out I guess.
The only American-owned company capable of enriching Uranium asking US govt for help to modernize its plant and stay in biz. USEC has a plant in Paducah (Kentucky) using '40's tech. And they have an old site with a shuttered plant in Piketon, OH. They want to build a new one there and use giant centrifuges. Centrifuges use ~95% less el than old tech. They want $2B loan guarantee. American utilities have been discussing signing supply contracts directly with Russia. Huh. What do you think about this? 500-word essay please. Yea, if I were a professor at YNOT University.
Sauds announced they're halting their $100B oil expansion program, saying the requirement to increase production has "substantially reduced" in face of emerging new oil and gas supplies.
Sundrop Fuels announced $450M biofuels project in Louisiana using forest waste and hydrogen from NG. Plant will make 50M gal/y of gasoline adaptable to existing pumps, pipelines, engines and infrastructure. Online '14.
On airplanes there's a cock to drain the fuel out of the bottom of the fuel tank to get the water out. Maybe we now need that in boats and cars and trucks. With ethanol and biofuels. Just wondering, pards. Wonderin. Wonder what's coming next. Brought to mind a couple stories but one was not so funny.
Well, I trust you all had a good Thanksgiving. And enough anti acid.
Happier trails, pards. Onward and upward.
Electric from clean E and renewables got $187B worldwide last year, topping $157B for NG, oil and coal. $66B in subsidies for clean E/renewables. But financial austerity measures in at least 10 countries will cut spending in "green" by $45B through '15. Check that out I guess.
The only American-owned company capable of enriching Uranium asking US govt for help to modernize its plant and stay in biz. USEC has a plant in Paducah (Kentucky) using '40's tech. And they have an old site with a shuttered plant in Piketon, OH. They want to build a new one there and use giant centrifuges. Centrifuges use ~95% less el than old tech. They want $2B loan guarantee. American utilities have been discussing signing supply contracts directly with Russia. Huh. What do you think about this? 500-word essay please. Yea, if I were a professor at YNOT University.
Sauds announced they're halting their $100B oil expansion program, saying the requirement to increase production has "substantially reduced" in face of emerging new oil and gas supplies.
Sundrop Fuels announced $450M biofuels project in Louisiana using forest waste and hydrogen from NG. Plant will make 50M gal/y of gasoline adaptable to existing pumps, pipelines, engines and infrastructure. Online '14.
On airplanes there's a cock to drain the fuel out of the bottom of the fuel tank to get the water out. Maybe we now need that in boats and cars and trucks. With ethanol and biofuels. Just wondering, pards. Wonderin. Wonder what's coming next. Brought to mind a couple stories but one was not so funny.
Well, I trust you all had a good Thanksgiving. And enough anti acid.
Happier trails, pards. Onward and upward.
FRIDAY CLOSE
(stock #'s in %)
Market down 25/18/3. Volume light. Oil up a few dimes, over $96. "Europe starting 'contagion'."
ZAAP up 33. RNNM up 31. IFXY up 28. CPWY up 15. APWR up 10.
VNDB down 33. CLNO down 23. NGBF down 20. AMEL down 19, new low. EFOI, ZNNMF, JUHL down 16. ENSL down 15. DSTI down 14. CRGE down 13. PTOS down 12. BFRE, CBWP down 11.
Happy leftovers.
Market down 25/18/3. Volume light. Oil up a few dimes, over $96. "Europe starting 'contagion'."
ZAAP up 33. RNNM up 31. IFXY up 28. CPWY up 15. APWR up 10.
VNDB down 33. CLNO down 23. NGBF down 20. AMEL down 19, new low. EFOI, ZNNMF, JUHL down 16. ENSL down 15. DSTI down 14. CRGE down 13. PTOS down 12. BFRE, CBWP down 11.
Happy leftovers.
FRIDAY OPEN
(stock #'s in %)
Market up 94/15/9. Volume below avg. Oil up near $97. Moody's cut Hungary rating to junk. Market up probably on reflex to the selloff of late. Market closes at 1PM.
RNNM up 31 (3k shs). AMLM up 20 (also 3k shs). PEIX up 7. BIOF up 6. AONE up 4. ZOLT up 3.
CLNO down 23. EFOI down 16. Close to bottom again. ENSL down 15. ZNNMF down 14. NENE down 5 more.
Happy shopping.
Market up 94/15/9. Volume below avg. Oil up near $97. Moody's cut Hungary rating to junk. Market up probably on reflex to the selloff of late. Market closes at 1PM.
RNNM up 31 (3k shs). AMLM up 20 (also 3k shs). PEIX up 7. BIOF up 6. AONE up 4. ZOLT up 3.
CLNO down 23. EFOI down 16. Close to bottom again. ENSL down 15. ZNNMF down 14. NENE down 5 more.
Happy shopping.
Thursday, November 24, 2011
STUFF
World markets flat today except for Japan going down. And finally a score. Packers. France seeks Arab backing for Syrian intervention. There's a truce on Cairo streets. Fitch cut Portugal to junk bond status. And no damage from 2 quakes in N. Japan.
Google gutting its campaign focused on cutting costs of concentrating solar power as a result of 40% drop in PV solar costs over last year. Program was launched in '07. But staying with $850M invested so far in clean energy including 392MW CSP plant under construction in Cal.
GE and Turk partner to build 878MW NG-fired conmbined-cycle power plant for Istanbul and will nearly double output - to >1GW - of world's 1st Integrated Renewables Combined Cycle "Flex Efficiency" plant.
FSLR announced their cumulative production has reached 5GW (66M solar modules). Enough to power 2.5M homes.
BCON says they weren't forced by finances to declare bankruptcy. They say they got "caught in Solyndra firestorm". Really.
Brazil suspended Chevron's drilling rights over that oil spill.
23 governors, 369 organizations have expressed their support for 4-yr extension of production tax credit for wind power. Current PTC expires in '12 unless Congress acts. Last time they let it lapse installs dropped over 73%. Over last 6 years US production of wind turbine components grew 12x to >400 facilities in 43 states. Shifted manufacturing jobs from overseas back to US.
Fed's holdings of Treasury securities now ~$1.66T. Chinese hold $1.15T. In Oct '10, Chinese owned ~$340B more than Fed.
Fla Power and Light filed for '12 rate redux due to lower NG cost projection. Fuel costs projected to be $460M lower. FPL's residential bills >20% lower than national avg, lowest of FL's power utilities. Huh. Are these guys just the most honest and moral?
Fed FY10 support for energy (2x FY07):
Direct outlays to producers or consumers - $14.3B
Tax breaks/incentives - $16.3B
R&D - $4.4B
Loans, loan guarantees - $1.6B
El programs (TVA, Bonneville, etc) - $.6B
Total >$37B. ~$21B went to el production; $16B to el transmission/distribution, conservation/efficiency and auto programs. 2/3 went to non-hydro renewables and clean E. The rest to fossil.
1st new US oil refinery in over 3 decades to be built in N. Dakota.
Google gutting its campaign focused on cutting costs of concentrating solar power as a result of 40% drop in PV solar costs over last year. Program was launched in '07. But staying with $850M invested so far in clean energy including 392MW CSP plant under construction in Cal.
GE and Turk partner to build 878MW NG-fired conmbined-cycle power plant for Istanbul and will nearly double output - to >1GW - of world's 1st Integrated Renewables Combined Cycle "Flex Efficiency" plant.
FSLR announced their cumulative production has reached 5GW (66M solar modules). Enough to power 2.5M homes.
BCON says they weren't forced by finances to declare bankruptcy. They say they got "caught in Solyndra firestorm". Really.
Brazil suspended Chevron's drilling rights over that oil spill.
23 governors, 369 organizations have expressed their support for 4-yr extension of production tax credit for wind power. Current PTC expires in '12 unless Congress acts. Last time they let it lapse installs dropped over 73%. Over last 6 years US production of wind turbine components grew 12x to >400 facilities in 43 states. Shifted manufacturing jobs from overseas back to US.
Fed's holdings of Treasury securities now ~$1.66T. Chinese hold $1.15T. In Oct '10, Chinese owned ~$340B more than Fed.
Fla Power and Light filed for '12 rate redux due to lower NG cost projection. Fuel costs projected to be $460M lower. FPL's residential bills >20% lower than national avg, lowest of FL's power utilities. Huh. Are these guys just the most honest and moral?
Fed FY10 support for energy (2x FY07):
Direct outlays to producers or consumers - $14.3B
Tax breaks/incentives - $16.3B
R&D - $4.4B
Loans, loan guarantees - $1.6B
El programs (TVA, Bonneville, etc) - $.6B
Total >$37B. ~$21B went to el production; $16B to el transmission/distribution, conservation/efficiency and auto programs. 2/3 went to non-hydro renewables and clean E. The rest to fossil.
1st new US oil refinery in over 3 decades to be built in N. Dakota.
Wednesday, November 23, 2011
WEDNESDAY CLOSE
(stock #'s in %)
Market down 236/61/26. Volume below avg. Oil over $96.
DSTI up 40. No clue where that came from. ZAAP up 39. ECOS up 32. CRGE up 27. CCTC up 18. ASPW up 17. AMTX up 15. XSNX up 13. CSGH, AXPW up 11. OPTT up 10. So where did all that come from with the market down 236?
RNNM down 25. ZNNMF down 22. GRHU down 17. SOPW down 13. IFXY down 10. BWEN, EMKR down 9. BIOF down 8. PLUG down 7, below 50-day lines. ASYS, AONE, WEST down 6. ELON, CERP down 5, new lows. ZOLT down 4.
Happy Thanksgiving.
Market down 236/61/26. Volume below avg. Oil over $96.
DSTI up 40. No clue where that came from. ZAAP up 39. ECOS up 32. CRGE up 27. CCTC up 18. ASPW up 17. AMTX up 15. XSNX up 13. CSGH, AXPW up 11. OPTT up 10. So where did all that come from with the market down 236?
RNNM down 25. ZNNMF down 22. GRHU down 17. SOPW down 13. IFXY down 10. BWEN, EMKR down 9. BIOF down 8. PLUG down 7, below 50-day lines. ASYS, AONE, WEST down 6. ELON, CERP down 5, new lows. ZOLT down 4.
Happy Thanksgiving.
STUFF
Not a lot of reports the day before Thanksgiving. Tho it's only day before Thanksgiving in USA. World markets are open tomorrow.
Anyway, a new trove of stolen emails from climate scientists released. Same scientists, same time frame ('09) as first trove.
Google ended their project meant to replace coal.
As water table drops, Great Plains farmers/ranchers must cut use 75%. What does that tell you?
Sugarcane being tested in AZ as potential biofuel crop using drip irrigation.
Happy Thanksgiving.
Anyway, a new trove of stolen emails from climate scientists released. Same scientists, same time frame ('09) as first trove.
Google ended their project meant to replace coal.
As water table drops, Great Plains farmers/ranchers must cut use 75%. What does that tell you?
Sugarcane being tested in AZ as potential biofuel crop using drip irrigation.
Happy Thanksgiving.
WEDNESDAY OPEN
(stock #'s in %)
Market down 172/49/20. Volume above avg. Oil down under $96. Durable goods orders down .7%, less than forecast. And hard to find any good news. Happy Thanksgiving.
CCTC up 29. Another jump above 200-day lines. ZAAP up 24. CSKH up 6. DSTI up 4. HEVV up 3 after announcing a several millions loan. Still going bankrupt? JASO up 3. I don't think Chinese solars are going too far. Yet.
ZNNMF down 30. WWPW down 26 (200 shs). IFXY down 15. APWR down 10. BWEN down 9. ACPW down 5, new low. VUOC doing a 1-for-20 reverse split, off market for 20 days.
Market down 172/49/20. Volume above avg. Oil down under $96. Durable goods orders down .7%, less than forecast. And hard to find any good news. Happy Thanksgiving.
CCTC up 29. Another jump above 200-day lines. ZAAP up 24. CSKH up 6. DSTI up 4. HEVV up 3 after announcing a several millions loan. Still going bankrupt? JASO up 3. I don't think Chinese solars are going too far. Yet.
ZNNMF down 30. WWPW down 26 (200 shs). IFXY down 15. APWR down 10. BWEN down 9. ACPW down 5, new low. VUOC doing a 1-for-20 reverse split, off market for 20 days.
Tuesday, November 22, 2011
STUFF
Chile, Australia dominating lithium production. New tech can extract lith from brine that geothermal plants inject into ground after the steam is produced. And at lower cost than lowest Chilean production ($1,500/ton). USGS analysts have suggested battery-grade lithium worth $5-6k/ton. Symbol Materials the comp to look at (they also extract manganese and zinc). Itochu (I taught chu) took 20% stake last year.
Chia Obama. On store shelves near you. Kid you not.
China issued white paper before UN climate soiree in S. Africa. Said poorer countries accounted for 57% of emission reductions ( no time period reported). China says they achieved 20% redux in C emissions from '05-'10. Plan to cut 17% more by '15. Measured in per unit of GDP. Also said that despite financial crisis, rich countries should still try to contribute to $100B fund to help poorer countries finance energy efficiency improvements. Well, with a $2T cash stash, I guess they have some opinion to wield.
Examination of Obama's decision to reject tougher smog standards showed how his re-election interests can influence policy. Maybe even Keystone pipe, huh?
Nebraska OK'd new pipeline standards and setting up state review of Keystone pipe.
Brazil fined Chevron $28M for that recent spill. Seems pretty kind to oil industry there.
Novozymes investing $160-200M in enzyme facility in Nebraska, online 2Q12. Expects demand to remain steady despite end of ethanol blending credit at yearend.
Exxon CEO: biofuels need a breakthrough before they will be competitive, and subsidies discourage innovation. Consider who's speaking.
Iowa State U researchers developed method to increase rate of biomass production in algae 50-80%. New genes increase photosynthesis in high CO2 environment (that would be power plant exhaust).
Fed announced 4th round of bank stress tests (considering ~$1.5T exposure to Europe).
Chia Obama. On store shelves near you. Kid you not.
China issued white paper before UN climate soiree in S. Africa. Said poorer countries accounted for 57% of emission reductions ( no time period reported). China says they achieved 20% redux in C emissions from '05-'10. Plan to cut 17% more by '15. Measured in per unit of GDP. Also said that despite financial crisis, rich countries should still try to contribute to $100B fund to help poorer countries finance energy efficiency improvements. Well, with a $2T cash stash, I guess they have some opinion to wield.
Examination of Obama's decision to reject tougher smog standards showed how his re-election interests can influence policy. Maybe even Keystone pipe, huh?
Nebraska OK'd new pipeline standards and setting up state review of Keystone pipe.
Brazil fined Chevron $28M for that recent spill. Seems pretty kind to oil industry there.
Novozymes investing $160-200M in enzyme facility in Nebraska, online 2Q12. Expects demand to remain steady despite end of ethanol blending credit at yearend.
Exxon CEO: biofuels need a breakthrough before they will be competitive, and subsidies discourage innovation. Consider who's speaking.
Iowa State U researchers developed method to increase rate of biomass production in algae 50-80%. New genes increase photosynthesis in high CO2 environment (that would be power plant exhaust).
Fed announced 4th round of bank stress tests (considering ~$1.5T exposure to Europe).
TUESDAY CLOSE
(stock #'s in %)
Market down 53/1/4. Volume below avg. Probably Thanksgiving volume now. Oil under $98.
ZNNMF up 70. Tell you what. I can't figure it out. But I keep trying to. BWEN up 34. GRHU up 31. HSOL up 14. CSIQ up 11. CCTC up 10. PEIX, VSPC up 9. SPWR up 4. JASO up 3. BIOF, AETI up 2. AETI another new high.
NGBF down 50. MMMW down 41. ZAAP down 38. CSKH down 32. VNDB down 25. PSUD down 23. DSTI, TMEN down 15. XSNX down 14. AMEL down 12. LSCG down 11. GNPG down 10. NPWZ down 9. Yep, they opened up 80. I said it was a little nuts. FSLR, RBCN down 6, both new lows. CERP down 5 more, new low.
It just seems to get crazier every day. But maybe that's just me.
Market down 53/1/4. Volume below avg. Probably Thanksgiving volume now. Oil under $98.
ZNNMF up 70. Tell you what. I can't figure it out. But I keep trying to. BWEN up 34. GRHU up 31. HSOL up 14. CSIQ up 11. CCTC up 10. PEIX, VSPC up 9. SPWR up 4. JASO up 3. BIOF, AETI up 2. AETI another new high.
NGBF down 50. MMMW down 41. ZAAP down 38. CSKH down 32. VNDB down 25. PSUD down 23. DSTI, TMEN down 15. XSNX down 14. AMEL down 12. LSCG down 11. GNPG down 10. NPWZ down 9. Yep, they opened up 80. I said it was a little nuts. FSLR, RBCN down 6, both new lows. CERP down 5 more, new low.
It just seems to get crazier every day. But maybe that's just me.
TUESDAY OPEN
(stock #'s in %)
Market down 35/5/2. Dow still above bottom 50-day line. Volume above avg. Oil up over $98. 3Q GDP revised down to 2% growth. French bonds getting hit, Spain paying higher rate than Greece. Happy Thanksgiving.
NPWZ up 80. That's a little nuts. LEOM up 29. VSPC up 23. BWEN up 18 on contract news. IFXY up 15. AXPW, ENER up 10. PEIX up 6. HSOL up 3 after reporting loss and lower revs. JASO, CSIQ flat, also reported.
WWPW down 30. TMEN down 15. CSKH down 12. AMEL down 11. NGBF down 6.
Market down 35/5/2. Dow still above bottom 50-day line. Volume above avg. Oil up over $98. 3Q GDP revised down to 2% growth. French bonds getting hit, Spain paying higher rate than Greece. Happy Thanksgiving.
NPWZ up 80. That's a little nuts. LEOM up 29. VSPC up 23. BWEN up 18 on contract news. IFXY up 15. AXPW, ENER up 10. PEIX up 6. HSOL up 3 after reporting loss and lower revs. JASO, CSIQ flat, also reported.
WWPW down 30. TMEN down 15. CSKH down 12. AMEL down 11. NGBF down 6.
Monday, November 21, 2011
STUFF
Chevron said a mistake of calculating oil pressure caused the oil spill off Brazil coast. "Deposit pressure underestimated". Isn't that what happened in the GOM with BP? Well, besides faulty, hurried construction. Chevron leak fully contained, but slick reached 882 bls reportedly. On migratory route for whales, dolphins. Slick moving away from shore. Well, Rio won't be slicked. Greenpeace says satellite pics show "spill 10x bigger than stated." What's new.
Chinese solar makers preparing to shift production process steps to S. Korea, Taiwan and US in response to the trade case against them, and working on a way to retaliate against US exports to China, notably polysilicon. Dump this.
Office of Science and Tech Policy got $4.5M in recent $1T govt financing bill that Congress passed when, last week? But that's down >30% from last year's budget. (A White House Office).
France plans safety upgrades for its 58 nuke reactors.
Both US and China will install over 1GW of solar this year. Unfortunately, 1GW is only 1 large coal power plant. But it's better than last year.
Maui EV Alliance launched this month with help of $300K from DOE.
1st-ever successful cyber attack on a US utility claimed by a rural IL utility that had a burned-out water pump from an alleged hack job.
FSLR, by the by, has lost >$10B in valuation in recent months. Not alone in that achievement, but that is a lot of money. Buy-out candidate?
Judge approved BCON's bankruptcy plan to sell its primary working asset - 20MW energy storage flywheel - to try to pay back $43M fed loan.
World Meteorological Organization: GHG's hit record level in '10. CO2 now 389 PPM (parts per million), up from 280 in 1750. Yep, 1750. The year. Who measured CO2 PPM in 1750? There's a who wants be a millionaire question huh? UN climate conference opens up next week in S. Africa. 450 PPM is the point of no return they say. But 350 the first danger point already behind us. '10 was 23 PPM higher than '09. Avg. increase in '90's was 1.5/yr. Since 1750, CO2 concentration up 39%, NOX up 20%, Methane up 158%. Fossil fuel burning, loss of forests, use of fertilizer the main culprits.
Exxon, Shell and partners have spent $39B last 11 years developing Kashagan oil field in the Caspian. 8 years behind sked. 1st oil to be exported soon. Enough oil to keep world supplied for 6 months.
Explosion last week at Iranian military base killed the Revolutionary Guard general in charge of Iran's ballistic missile program. And today we see Iran and Hezbollah rounded up 2 rings of CIA spies in Lebonon. And US and allies to unveil new sanctions against Iran.
Baghdad threatening to enforce blacklisting policy against foreign comps that sign oil contracts with regional govt in Iraqi Kurdistan.
Libya's oil production up to 700kb/d, the end-of-year goal.
World Bank approved $297M loan to Morocco to help finance a solar power project.
Oil tanker comps may demolish most ships since '03 to lift charter rates from their lowest in at least 14 years.
Iraqi cabinet approved deal valued at as much as $17.2B for Shell to capure/process gas from 3 giant fields in south.
IEA says Japan would have to spend $3B/mo on additional oil, LNG in '12 if nuke power falls to zero.
Ministers of world's leading gas exporters (control of >70% of resources) preparing 1st summit to restore price link to oil.
DOE lab developed method of intro of corn gene into switchgrass that could boost yield.
Nigeria to add 3 ethanol projects.
Foreign banks doubled deposits at US fed. Today?
US billionaires avoid reporting cash to IRS. G, that's a surprise.
Chinese solar makers preparing to shift production process steps to S. Korea, Taiwan and US in response to the trade case against them, and working on a way to retaliate against US exports to China, notably polysilicon. Dump this.
Office of Science and Tech Policy got $4.5M in recent $1T govt financing bill that Congress passed when, last week? But that's down >30% from last year's budget. (A White House Office).
France plans safety upgrades for its 58 nuke reactors.
Both US and China will install over 1GW of solar this year. Unfortunately, 1GW is only 1 large coal power plant. But it's better than last year.
Maui EV Alliance launched this month with help of $300K from DOE.
1st-ever successful cyber attack on a US utility claimed by a rural IL utility that had a burned-out water pump from an alleged hack job.
FSLR, by the by, has lost >$10B in valuation in recent months. Not alone in that achievement, but that is a lot of money. Buy-out candidate?
Judge approved BCON's bankruptcy plan to sell its primary working asset - 20MW energy storage flywheel - to try to pay back $43M fed loan.
World Meteorological Organization: GHG's hit record level in '10. CO2 now 389 PPM (parts per million), up from 280 in 1750. Yep, 1750. The year. Who measured CO2 PPM in 1750? There's a who wants be a millionaire question huh? UN climate conference opens up next week in S. Africa. 450 PPM is the point of no return they say. But 350 the first danger point already behind us. '10 was 23 PPM higher than '09. Avg. increase in '90's was 1.5/yr. Since 1750, CO2 concentration up 39%, NOX up 20%, Methane up 158%. Fossil fuel burning, loss of forests, use of fertilizer the main culprits.
Exxon, Shell and partners have spent $39B last 11 years developing Kashagan oil field in the Caspian. 8 years behind sked. 1st oil to be exported soon. Enough oil to keep world supplied for 6 months.
Explosion last week at Iranian military base killed the Revolutionary Guard general in charge of Iran's ballistic missile program. And today we see Iran and Hezbollah rounded up 2 rings of CIA spies in Lebonon. And US and allies to unveil new sanctions against Iran.
Baghdad threatening to enforce blacklisting policy against foreign comps that sign oil contracts with regional govt in Iraqi Kurdistan.
Libya's oil production up to 700kb/d, the end-of-year goal.
World Bank approved $297M loan to Morocco to help finance a solar power project.
Oil tanker comps may demolish most ships since '03 to lift charter rates from their lowest in at least 14 years.
Iraqi cabinet approved deal valued at as much as $17.2B for Shell to capure/process gas from 3 giant fields in south.
IEA says Japan would have to spend $3B/mo on additional oil, LNG in '12 if nuke power falls to zero.
Ministers of world's leading gas exporters (control of >70% of resources) preparing 1st summit to restore price link to oil.
DOE lab developed method of intro of corn gene into switchgrass that could boost yield.
Nigeria to add 3 ethanol projects.
Foreign banks doubled deposits at US fed. Today?
US billionaires avoid reporting cash to IRS. G, that's a surprise.
MONDAY CLOSE
(stock #'s in %)
Market down 248/49/22. Dow clinged to the bottom 50-day line. Volume above avg. That's heavy in Thanksgiving week. Oil back up to around $97 I think.
NGBF up 57. No news. No revenues. Just a lot of volume. ZNNMF up 35. No news seen. I wouldn't call it volume. MMMW up 26. They hung in. BWEN up 19. They were up 1 at the open. Jeeze Leweeze. I'm guessing they might be going up. GNPG up 18. You never know with them. AMEL up 13. Ditto. SPIR up 10. A revolution against their recent fall. NPWZ up 7. Yeah, if you have the fortitude to buy a stock at a half of a cent. AETI up less than 1, new high.
CSOL down 40. LEOM down 38. BIOF down 20. Report that Cargill sold another 1.2M shares of their 10% stake. Well, hell yeah, after a 6-700% rise in days. AMLM down 16. GRHU, VSPC, ZAAP down 12. GEVO down 10. PEIX, RSOL down 9. ACPW down 8, new low I think.
And on it goes, pards.
Market down 248/49/22. Dow clinged to the bottom 50-day line. Volume above avg. That's heavy in Thanksgiving week. Oil back up to around $97 I think.
NGBF up 57. No news. No revenues. Just a lot of volume. ZNNMF up 35. No news seen. I wouldn't call it volume. MMMW up 26. They hung in. BWEN up 19. They were up 1 at the open. Jeeze Leweeze. I'm guessing they might be going up. GNPG up 18. You never know with them. AMEL up 13. Ditto. SPIR up 10. A revolution against their recent fall. NPWZ up 7. Yeah, if you have the fortitude to buy a stock at a half of a cent. AETI up less than 1, new high.
CSOL down 40. LEOM down 38. BIOF down 20. Report that Cargill sold another 1.2M shares of their 10% stake. Well, hell yeah, after a 6-700% rise in days. AMLM down 16. GRHU, VSPC, ZAAP down 12. GEVO down 10. PEIX, RSOL down 9. ACPW down 8, new low I think.
And on it goes, pards.
MONDAY OPEN
(stock #'s in %)
Market down 242/55/24. Volume above avg. Dow down to bottom 50-day line, other indeces below all lines. Oil down around $96. Bad news all around with governments. Though now China is talking a global slump. And last heard on the housing debacle is we won't see recovery until '15. Happy Thanksgiving.
NGBF up 96. My guess is its runover from PEIX and BIOF gains of late. MMMW up 26. They announced a sale last week. ENSL up 11. Really. CCTC up 9. BWEN up 1.
BIOF down 18 more. AMLM down 16. PEIX down 11. RSOL down 10, new low. Of course, there are lots of new lows. CSUN, ELON down 7, new lows. CSIQ down 6.
Market down 242/55/24. Volume above avg. Dow down to bottom 50-day line, other indeces below all lines. Oil down around $96. Bad news all around with governments. Though now China is talking a global slump. And last heard on the housing debacle is we won't see recovery until '15. Happy Thanksgiving.
NGBF up 96. My guess is its runover from PEIX and BIOF gains of late. MMMW up 26. They announced a sale last week. ENSL up 11. Really. CCTC up 9. BWEN up 1.
BIOF down 18 more. AMLM down 16. PEIX down 11. RSOL down 10, new low. Of course, there are lots of new lows. CSUN, ELON down 7, new lows. CSIQ down 6.
Sunday, November 20, 2011
STUFF
An average 23 manufacturing facilities were shut down in the US every day last year. Average of 15/day over last 10 years. Since '01, over 56k facilities lost. Since '76, US has run up a $7.5T trade deficit. In '79, there were 19.5M manufacturing jobs in the US. Now 11.6M. US has lost average 50k manufacturing jobs/month since China joined the WTO in '01. The new World Trade Center tower will be made with glass from China and steel from Germany. In '08, 1.2B cellphones were sold worldwide. None made in US. I think we need a zero fed tax on manufacturing for at least ten years. I wish the President would propose it. I can't imagine a Republican being against it. But the Dems might stop it for some dam reason. And so it goes.
UK moves to abruptly slash feed-in tariffs for smaller and rooftop solar installs coming under increasing pressure as opposition gets more organized.
USDA awarded >$8M to 4 hydropower projects in CT, OR, UT and VT under Rural Energy for America Program. USDA also halted sales of mineral leases in OH's Wayne National Forest. Sets Utica shale development back a year for another fracking analysis. Could have created 200k jobs next 3 years and provided OH with $500M in revenue. If fracking poisons water supply, absolutely stop it, yes. But so far I understand the fracking takes place BELOW the aquifers. But, of course, better safe than sorry.
Senators have intro'd bills to provide additional $5B of tax credits for US manufacture of clean energy tech and 20% investment tax credit up to $40M for energy storage systems connected to grid, 30% ITC of up to $1M for on-site storage.
US hit $15T debt last week.
Anti-gravity device based on inertial propulsion awarded US patent #7,900,874.
UK moves to abruptly slash feed-in tariffs for smaller and rooftop solar installs coming under increasing pressure as opposition gets more organized.
USDA awarded >$8M to 4 hydropower projects in CT, OR, UT and VT under Rural Energy for America Program. USDA also halted sales of mineral leases in OH's Wayne National Forest. Sets Utica shale development back a year for another fracking analysis. Could have created 200k jobs next 3 years and provided OH with $500M in revenue. If fracking poisons water supply, absolutely stop it, yes. But so far I understand the fracking takes place BELOW the aquifers. But, of course, better safe than sorry.
Senators have intro'd bills to provide additional $5B of tax credits for US manufacture of clean energy tech and 20% investment tax credit up to $40M for energy storage systems connected to grid, 30% ITC of up to $1M for on-site storage.
US hit $15T debt last week.
Anti-gravity device based on inertial propulsion awarded US patent #7,900,874.
Subscribe to:
Posts (Atom)