(stock #'s in %)
Market mixed. Dow down 30. Volume picked up again to normal.
GRGR up 500. MGLT up 59. KRBF up 44. CCGI up another 26. I think they've been going up. HYGS up another 17. Check that out. JUHL up 17. TSLA up 16. BDCO up 16. PSRU up 15. MMMW, WNEA, IAUS up 13. ICPR up 11. AFPW, SOPW up 10. CYBL up 7.
PBOF down 25. WTWO down 16. SLPO down 12. LEOM, SNRY down 11. CPWY down 10. AONE down 9.
Thursday, March 31, 2011
STUFF
Axiom Capital: a number of solars currently experiencing order cancellations out of Germany.
NENED entered into agreement with DOE NREL. So. Still in development and there are competitors, but they may be a Wall Street darling.
T Bone Pickens sees $300 oil in 10 years if we don't repent. "We can get to 8M 18-wheelers on NG in 7 yrs, which would cut our OPEC feed in half." We got to the moon in 7 years. Who remembers that?
China says it will cut nukes' '20 target from 80GW. Didn't say how much. Plans to increase solar target from 20GW. Didn't say how much. At this point, wouldn't we all just say give us coal? Hopefully cleaner? 27 nukes in development in China. 50 more planned.
NRC since '03 has allowed phasing out equipment that eliminates H at nuke plants. Containment structures strong enough. Uh huh. H "recombiners" since 3-mile island. But the industry wanted to save money. Who doesn't? Over half US operators applied to drop the recombiners. '03 NRC rule change said plants can pump in N instead of air (80% N) because the H needs O to ignite. Some plants have "igniters" to burn off the H. It's all being looked at again.
Bandied-about facts:
Oil imports subtract $1B/day from US trade balance. Oil says 1M bls of domestic crude generates 1M jobs and contributes $30B to GDP. We've gone from 60% imported oil in '07 to 50% now. Our elgen is all US. Yay. At least we have that right. 20% oil imports now from Canada, 10% from oil sands. Keystone pipeline to gulf refineries still to get go-ahead. 10% imports from Mex, Columbia, Brazil. 25% from Persian Gulf, N. Africa, Venezuela, Nigeria.
We cut oil imports in half from '77 to '82. Oil was 15% US elgen in '75 - 1.4mbpd. '75 E Act mandated auto efficiency to double to 27mpg by '85. But the ball was dropped when oil prices came down in the '80's and '90's. Imports went from 27% in '85 to 60%. Of course, it made sense to buy their oil when it was that cheap. Our gas usage may actually have peaked in '07. Efficiency requirements now 35mpg by '20. Ethanol 9B gal/y in '08 to target of 36B in '22. And a basic ICE engine can get to 50mpg to replace 38% gas demand by '30 by doubling biofuel blending to 30B gal/yr by '30. (Check that 36B gal by '22). Our 8M trucks use 40B gal/y. It would take 5TCF/y of NG to replace that (2.3mbpd of oil). US NG reserves are 284TCF with fracking. But, of course, NG is needed first for residential and other heating. And then we would need NG pumps at our gas stations and other infrastructure. In '09 the US produced more oil than the previous year for the first time since '85. Gulf deepwater/Bakken/other. In '10 production rose 3%. One estimate that US will produce 2.4mbpd more by '16 on top of '10's 8.6. Eastern gulf, Atlantic coast has 3.8B bls (equiv to Norway's reserves). And then there's Cuba's northern waters. 200M years ago, more or less, our S. Atlantic coast separated from Africa and there's a lot of oil over there off west Africa.
Well, I'm not out of news but it's opening day of baseball. I want a hot dog with catchup, mustard and relish. And a beer.
NENED entered into agreement with DOE NREL. So. Still in development and there are competitors, but they may be a Wall Street darling.
T Bone Pickens sees $300 oil in 10 years if we don't repent. "We can get to 8M 18-wheelers on NG in 7 yrs, which would cut our OPEC feed in half." We got to the moon in 7 years. Who remembers that?
China says it will cut nukes' '20 target from 80GW. Didn't say how much. Plans to increase solar target from 20GW. Didn't say how much. At this point, wouldn't we all just say give us coal? Hopefully cleaner? 27 nukes in development in China. 50 more planned.
NRC since '03 has allowed phasing out equipment that eliminates H at nuke plants. Containment structures strong enough. Uh huh. H "recombiners" since 3-mile island. But the industry wanted to save money. Who doesn't? Over half US operators applied to drop the recombiners. '03 NRC rule change said plants can pump in N instead of air (80% N) because the H needs O to ignite. Some plants have "igniters" to burn off the H. It's all being looked at again.
Bandied-about facts:
Oil imports subtract $1B/day from US trade balance. Oil says 1M bls of domestic crude generates 1M jobs and contributes $30B to GDP. We've gone from 60% imported oil in '07 to 50% now. Our elgen is all US. Yay. At least we have that right. 20% oil imports now from Canada, 10% from oil sands. Keystone pipeline to gulf refineries still to get go-ahead. 10% imports from Mex, Columbia, Brazil. 25% from Persian Gulf, N. Africa, Venezuela, Nigeria.
We cut oil imports in half from '77 to '82. Oil was 15% US elgen in '75 - 1.4mbpd. '75 E Act mandated auto efficiency to double to 27mpg by '85. But the ball was dropped when oil prices came down in the '80's and '90's. Imports went from 27% in '85 to 60%. Of course, it made sense to buy their oil when it was that cheap. Our gas usage may actually have peaked in '07. Efficiency requirements now 35mpg by '20. Ethanol 9B gal/y in '08 to target of 36B in '22. And a basic ICE engine can get to 50mpg to replace 38% gas demand by '30 by doubling biofuel blending to 30B gal/yr by '30. (Check that 36B gal by '22). Our 8M trucks use 40B gal/y. It would take 5TCF/y of NG to replace that (2.3mbpd of oil). US NG reserves are 284TCF with fracking. But, of course, NG is needed first for residential and other heating. And then we would need NG pumps at our gas stations and other infrastructure. In '09 the US produced more oil than the previous year for the first time since '85. Gulf deepwater/Bakken/other. In '10 production rose 3%. One estimate that US will produce 2.4mbpd more by '16 on top of '10's 8.6. Eastern gulf, Atlantic coast has 3.8B bls (equiv to Norway's reserves). And then there's Cuba's northern waters. 200M years ago, more or less, our S. Atlantic coast separated from Africa and there's a lot of oil over there off west Africa.
Well, I'm not out of news but it's opening day of baseball. I want a hot dog with catchup, mustard and relish. And a beer.
OPEN
(stock #'s in %)
Market mixed. Dow up 14. The others flat. Volume light. Oil up $2, over $106. Biz activity in US expanded faster than forecast in March.
MGLT up 59. CCGI up 25. TSLA up 17 on an upgrade. JUHL up 15. They're working a lot of contracts. ICPR, NPWZ up 11. SOPW, AFPW up 10. 70% of SOPW was bought by LDK Solar. ABAT up 2. They hit $1.50 and swung back. I guess, if agile, it would've been touchable today after all. But if you check out the CEO's response letter today, he answers none of the fraud charges. Pretty typical.
CYBL, MDTL down 15. SLPO down 12. AMLM down 10. EVCA down 9. JASO down 1. Can't get over the lines. EFOI flat.
Market mixed. Dow up 14. The others flat. Volume light. Oil up $2, over $106. Biz activity in US expanded faster than forecast in March.
MGLT up 59. CCGI up 25. TSLA up 17 on an upgrade. JUHL up 15. They're working a lot of contracts. ICPR, NPWZ up 11. SOPW, AFPW up 10. 70% of SOPW was bought by LDK Solar. ABAT up 2. They hit $1.50 and swung back. I guess, if agile, it would've been touchable today after all. But if you check out the CEO's response letter today, he answers none of the fraud charges. Pretty typical.
CYBL, MDTL down 15. SLPO down 12. AMLM down 10. EVCA down 9. JASO down 1. Can't get over the lines. EFOI flat.
Wednesday, March 30, 2011
CLOSE
(stock #'s in %)
Market up 71/19/8. Volume picked up, ended about normal for a day. Quarter-end funds trading. Oil over $104. Libya strange - Kadaffy forces seemingly not affected by the flyover any more as they recaptured oil ports. And Uganda offered him a home.
Here's a kicker - AQNM up 852. Not a clue. WPNV up 43. CYBL up 30. SLPO up 19. GCHT up 18. HYGS up 17. Up 33 in 3 days. Above all their lines. AWNE up 16. WPRT, CCGI, NGBF up 12. FSYS, HYPF, WNEA up 11. FSYS over their 50-days. NENED, TSPG, CLNE up 10. CLNE over all their lines. GSPI up 9. JASO up 1, going through all their lines.
ABAT down 41. Wouldn't touch it. GWSC down 26. WBRE down 25. ECOS down 20. SNRY down 18 more. AFPW down 15. VSPC down 12. NPWZ, AXPW, ICPR down 10. EFOI down 4. Might want to be buying them in here.
Buenos noches.
Market up 71/19/8. Volume picked up, ended about normal for a day. Quarter-end funds trading. Oil over $104. Libya strange - Kadaffy forces seemingly not affected by the flyover any more as they recaptured oil ports. And Uganda offered him a home.
Here's a kicker - AQNM up 852. Not a clue. WPNV up 43. CYBL up 30. SLPO up 19. GCHT up 18. HYGS up 17. Up 33 in 3 days. Above all their lines. AWNE up 16. WPRT, CCGI, NGBF up 12. FSYS, HYPF, WNEA up 11. FSYS over their 50-days. NENED, TSPG, CLNE up 10. CLNE over all their lines. GSPI up 9. JASO up 1, going through all their lines.
ABAT down 41. Wouldn't touch it. GWSC down 26. WBRE down 25. ECOS down 20. SNRY down 18 more. AFPW down 15. VSPC down 12. NPWZ, AXPW, ICPR down 10. EFOI down 4. Might want to be buying them in here.
Buenos noches.
STUFF
Obama calls for 1/3 cut in oil imports over next decade. 3-4mbpd. More EV's, NGV's, new refineries for biofuels, new fuel-efficiency standards. Well, let's wish us all luck. Last week, Mr. P was chumming up with Brazil for their coming offshore oil. Oops. Also a call for 80% clean power by '35 from current 40%. He includes NG, clean coal in clean.
Anyway, 7 Gulf deepwater permits issued since moratorium ended, 12 pending and 24 awaiting more answers. And our flow from Bakken, the shale areas and a new area in CO, WY, NB is growing. But AK was down in '10 to <600kbpd. Peak was ~2mbpd in '88. And latest USGS report put National Petroleum Reserve figure at 896M bls that was previously estimated at 10.6B.
Cuba produces 60kbpd. But their Northern waters (or are they US waters?) hold est. 5-20B bls oil, 20TCF NG. With US sanctions, though, the US majors are excluded from developing. Cuba is talking economic changes, opening up. Things could get interesting soon.
Brit bank HSBC reports world may have no more than 50 years of oil left at current consumption rates. Current consumption. China is adding 1B cars (India, etc.) over how many years?
GE paying $3.2B for 90% of a French maker of pwr conversion, other pwr electronic equipment. Electrification market >$30B in '10. Industrial equipment uses >25% of US el.
ABB bought Baldor El (efficient motors) for $4.2B, virtual pwr plant developer Ventyx for $1B, who bought Obvient. All US comps.
Calif gov Brown set to sign 33% RPS bill into law, backing up Arnold's '09 exec order establishing same. Clean E now 15% of Cal's elgen.
And a bit of good news. The 3-yr-old drought in Cal is over. A 50-foot-plus snow pack. Maybe those fruits and veggie prices will fall. M hm.
Happy trails.
Anyway, 7 Gulf deepwater permits issued since moratorium ended, 12 pending and 24 awaiting more answers. And our flow from Bakken, the shale areas and a new area in CO, WY, NB is growing. But AK was down in '10 to <600kbpd. Peak was ~2mbpd in '88. And latest USGS report put National Petroleum Reserve figure at 896M bls that was previously estimated at 10.6B.
Cuba produces 60kbpd. But their Northern waters (or are they US waters?) hold est. 5-20B bls oil, 20TCF NG. With US sanctions, though, the US majors are excluded from developing. Cuba is talking economic changes, opening up. Things could get interesting soon.
Brit bank HSBC reports world may have no more than 50 years of oil left at current consumption rates. Current consumption. China is adding 1B cars (India, etc.) over how many years?
GE paying $3.2B for 90% of a French maker of pwr conversion, other pwr electronic equipment. Electrification market >$30B in '10. Industrial equipment uses >25% of US el.
ABB bought Baldor El (efficient motors) for $4.2B, virtual pwr plant developer Ventyx for $1B, who bought Obvient. All US comps.
Calif gov Brown set to sign 33% RPS bill into law, backing up Arnold's '09 exec order establishing same. Clean E now 15% of Cal's elgen.
And a bit of good news. The 3-yr-old drought in Cal is over. A 50-foot-plus snow pack. Maybe those fruits and veggie prices will fall. M hm.
Happy trails.
OPEN
(stock #'s in %)
Market up 72/11/7. Volume light. Oil down a buck. 200K private sector jobs added in March: private report. Libya rebels retreating.
Crazy numbers on paltry volumes. FRBE up 95. CCGI up 60. NACF up 29. NGBF up 23. VVIT up 20. CYBL rebounded, up 20. NENED up another 16. From just over $2 to just under $3: poof. WPNV up 16. WNEA, FDEI up 11. WPRT up 11. Hit a new high. Push on for NG vehicle makers/infrastructure. FSYS, CLNE others. XSNX up 9. PLUG, EMKR both up another 7. Both above all their lines. POWR up 6 more. Back up to near the last line. Up a third after their sell-off early this month. HSOL up another 2.
ABAT down 35 on a report describing their apparent fraud. ECOS down 23. MDTL down 11. EFOI down 5.
Market up 72/11/7. Volume light. Oil down a buck. 200K private sector jobs added in March: private report. Libya rebels retreating.
Crazy numbers on paltry volumes. FRBE up 95. CCGI up 60. NACF up 29. NGBF up 23. VVIT up 20. CYBL rebounded, up 20. NENED up another 16. From just over $2 to just under $3: poof. WPNV up 16. WNEA, FDEI up 11. WPRT up 11. Hit a new high. Push on for NG vehicle makers/infrastructure. FSYS, CLNE others. XSNX up 9. PLUG, EMKR both up another 7. Both above all their lines. POWR up 6 more. Back up to near the last line. Up a third after their sell-off early this month. HSOL up another 2.
ABAT down 35 on a report describing their apparent fraud. ECOS down 23. MDTL down 11. EFOI down 5.
Tuesday, March 29, 2011
CLOSE
(stock #'s in %)
Market up 81/26/9. Back up near the tops. Still light volume. Oil up almost a buck. Portugal and Greece downgraded by S&P. Libya rebels stopped. Syria's cabinet resigned I think I saw. And Fuku won't go away.
Well, another wild and wooly. PPRW up 50. EVCA turned around, up 46. AEBF up 44. ICPR up 38. PSUD, GWSC up 25. ECOS up 20. PLUG up 16. No idea where that came from. ASTI, HYPF, LEOM up 12. ASTI a look-see. ACPW up another 9, another new high. NENED up 8, after hitting near $2. EFOI still holding at that line.
ALTI down 29. Seems an overreaction. Watch for time to buy in. CYBL down 28 more. WPNV down 17. AWNE down 14. AONE down 13. NGBF, TSPG down 11. XSNX down 8.
Market up 81/26/9. Back up near the tops. Still light volume. Oil up almost a buck. Portugal and Greece downgraded by S&P. Libya rebels stopped. Syria's cabinet resigned I think I saw. And Fuku won't go away.
Well, another wild and wooly. PPRW up 50. EVCA turned around, up 46. AEBF up 44. ICPR up 38. PSUD, GWSC up 25. ECOS up 20. PLUG up 16. No idea where that came from. ASTI, HYPF, LEOM up 12. ASTI a look-see. ACPW up another 9, another new high. NENED up 8, after hitting near $2. EFOI still holding at that line.
ALTI down 29. Seems an overreaction. Watch for time to buy in. CYBL down 28 more. WPNV down 17. AWNE down 14. AONE down 13. NGBF, TSPG down 11. XSNX down 8.
STUFF
Had 3-Mile Island's containment dome not been built double-strength because it was under an airport landing path, it may not have withstood the H explosion. IAEA in '04 estimated deaths from Chernobyl at 4K. An '09 more extensive review found deaths approaching 1M by '04, almost 170K in N. Am. If Fukushima #4 melts down, cesium-137 and strontium-90 would be floating around for centuries before decay. If #3, the plutonium will take 482K years. Fuku, unfortunately, is nearing Chernobyl levels of releases.
China led the world in clean energy investment in '10 @ >$54B. Germany 2nd @ $41B. US 3rd @ $34B. Italy 4th at $14B. $243B total. I believe the numbers include hydro, but I'm not sure if it includes nuclear.
Lawrence Berkeley Lab has a breakthrough H storage composite material of magnesium nanoparticles sprinkled through a matrix of a plexiglass-like polymer. Rapid absorption/release of H @ modest temps w/out oxidizing the metal.
UK's GDP was down .05% in 4Q. '11 forecast 1.7% growth. 4.4% (official) inflation rate double household income rise.
In '10, line losses in US grid cost ~$26B and 160M tons of extra CO2 emissions. Losses rise greatly during peak hours and tie up huge amounts of generation and transmission capacity, limiting new wind, solar access. Localized waste energy recycling (WER) can significantly relieve the problem. 1MW of WER gen (say at a manufacturing plant or industrial site) could displace up to 2.25MW of peak gen/transmission. DOE has ID'd roughly 200GW of potential US WER gen. Otherwise, we need $50B worth of new power lines for 10k miles. And no one wants new lines in their back yards. The US added all of 620 miles in the last 10 years.
Happy trails, pards.
China led the world in clean energy investment in '10 @ >$54B. Germany 2nd @ $41B. US 3rd @ $34B. Italy 4th at $14B. $243B total. I believe the numbers include hydro, but I'm not sure if it includes nuclear.
Lawrence Berkeley Lab has a breakthrough H storage composite material of magnesium nanoparticles sprinkled through a matrix of a plexiglass-like polymer. Rapid absorption/release of H @ modest temps w/out oxidizing the metal.
UK's GDP was down .05% in 4Q. '11 forecast 1.7% growth. 4.4% (official) inflation rate double household income rise.
In '10, line losses in US grid cost ~$26B and 160M tons of extra CO2 emissions. Losses rise greatly during peak hours and tie up huge amounts of generation and transmission capacity, limiting new wind, solar access. Localized waste energy recycling (WER) can significantly relieve the problem. 1MW of WER gen (say at a manufacturing plant or industrial site) could displace up to 2.25MW of peak gen/transmission. DOE has ID'd roughly 200GW of potential US WER gen. Otherwise, we need $50B worth of new power lines for 10k miles. And no one wants new lines in their back yards. The US added all of 620 miles in the last 10 years.
Happy trails, pards.
OPEN
(stock #'s in %)
Market up 35/13/2. Volume light. Oil steady at $104.
ICPR up 38. GWSC up 25. FDEI up 22. WTWO up 16. JUHL up 14 on financing/project news. WNEA up 13. NGBF, ECOS up 9. EVCA up 8. EFOI up 4. Went over that last 200-day line and now back at it.
ALTI down 26 on news of new stock/warrant issue. MDTL down 17. AONE down 11 on news their revs will be reduced because of the auto factories' slowdown in Japan. NENED dipped to $2.06, now back to $2.29. Bottoming, possibly.
Market up 35/13/2. Volume light. Oil steady at $104.
ICPR up 38. GWSC up 25. FDEI up 22. WTWO up 16. JUHL up 14 on financing/project news. WNEA up 13. NGBF, ECOS up 9. EVCA up 8. EFOI up 4. Went over that last 200-day line and now back at it.
ALTI down 26 on news of new stock/warrant issue. MDTL down 17. AONE down 11 on news their revs will be reduced because of the auto factories' slowdown in Japan. NENED dipped to $2.06, now back to $2.29. Bottoming, possibly.
Monday, March 28, 2011
STUFF
Fukushima reactor design is from the '60's. Smallest safety margin of any similar device, probably can't contain 90% of meltdowns. As we unfortunately are witnessing. US has 6 identical and 17 very similar plants.
China is building 2 "pebble-bed" nuke reactors. Instead of fuel rods, billiard ball-size fuel balls cloaked in protective graphite. Reactors stop on their own in emergency shutdown, avoid meltdown. Cooling by helium gas instead of water. Germany, US and S. Africa have tried the tech, but abandoned over tech problems or finance. A test reactor near Beijing operated for a decade without mishap. Waste also less radioactive than rods. China also buying one of world's largest U deposits in Namibia for $1.23B. They also will start taxing rare earth metals next month, adding >$100M/yr to costs. Finally, they imported >1mbpd crude from Saudis in Feb, up 10% year on year. Angola their 2nd top supplier @ <700kbpd.
Iraq sees oil production, export capacity doubling by '14. Indonesia crude output in Feb down 7% yr on yr to 785kbpd from 841. Venezuela wants to send 1mbpd to China w/in 3 yrs but would need a drastic increase in production (their output is declining). The US approved its 6th deepwater permit since the Gulf moratorium. Also, the oil/gas industry has nearly 7,200 permits to drill on US public lands that it has yet to use. Possible shortage of rigs, experienced fracking crews. Russia to double its oil exports to Japan to >100M bls this year and may redirect some of LNG planned for Europe to JP and may get Japanese firms to join Gazprom in exploring 2 massive gas fields.
17% of Germany's electric last year came from wind, solar, hydro and biogas digesters. They had >200k citizens in their streets over the weekend protesting nuke power.
First Wind dedicated Oahu's first large-scale wind farm. 30MW on 575 acres. Clipper Wind turbines. 20 cents/kwh PPA from Hawaiian El. Also a 10MW batt storage system to smooth power flux. Hawaiian El's Oahu peakload 1.25GW.
Scientists in US using bacterium to make hydrocarbons from CO2. Other biomolecular engineers at UCLA working on getting butanol production off of edible feedstocks and onto ag wastes and algae. Cool Plant Biofuels, backed by Google, to produce fuel from the same kinds of biomass.
Freshwater content of upper Arctic Ocean is up 20% since the '90's. I think that means glacier runoff and maybe more precip.
Happy trails, pards.
China is building 2 "pebble-bed" nuke reactors. Instead of fuel rods, billiard ball-size fuel balls cloaked in protective graphite. Reactors stop on their own in emergency shutdown, avoid meltdown. Cooling by helium gas instead of water. Germany, US and S. Africa have tried the tech, but abandoned over tech problems or finance. A test reactor near Beijing operated for a decade without mishap. Waste also less radioactive than rods. China also buying one of world's largest U deposits in Namibia for $1.23B. They also will start taxing rare earth metals next month, adding >$100M/yr to costs. Finally, they imported >1mbpd crude from Saudis in Feb, up 10% year on year. Angola their 2nd top supplier @ <700kbpd.
Iraq sees oil production, export capacity doubling by '14. Indonesia crude output in Feb down 7% yr on yr to 785kbpd from 841. Venezuela wants to send 1mbpd to China w/in 3 yrs but would need a drastic increase in production (their output is declining). The US approved its 6th deepwater permit since the Gulf moratorium. Also, the oil/gas industry has nearly 7,200 permits to drill on US public lands that it has yet to use. Possible shortage of rigs, experienced fracking crews. Russia to double its oil exports to Japan to >100M bls this year and may redirect some of LNG planned for Europe to JP and may get Japanese firms to join Gazprom in exploring 2 massive gas fields.
17% of Germany's electric last year came from wind, solar, hydro and biogas digesters. They had >200k citizens in their streets over the weekend protesting nuke power.
First Wind dedicated Oahu's first large-scale wind farm. 30MW on 575 acres. Clipper Wind turbines. 20 cents/kwh PPA from Hawaiian El. Also a 10MW batt storage system to smooth power flux. Hawaiian El's Oahu peakload 1.25GW.
Scientists in US using bacterium to make hydrocarbons from CO2. Other biomolecular engineers at UCLA working on getting butanol production off of edible feedstocks and onto ag wastes and algae. Cool Plant Biofuels, backed by Google, to produce fuel from the same kinds of biomass.
Freshwater content of upper Arctic Ocean is up 20% since the '90's. I think that means glacier runoff and maybe more precip.
Happy trails, pards.
CLOSE
(stock #'s in %)
Market fell 40 in the last half hour, ended down 22/12/3 on light volume. Oil below $104.
AXTG down 40. PBOF down 32. CYBL down 31. AEBF down 30. GWSC down 25. PSUD down 17. AEGY down 16. EVSI down 15. XDSL down 13. NENED down 11 more. EVCA, VUOC, LEOM down 11. CSKH, NACF down 10. BWEN down 5, close to their bottom again.
NSOL up 35. CPWY up 25. ADES up 22. AFPW up 20. MKTY up 19. AWNE up 16. EFOI up 12. CBWP up 11. HSOL up another 5.
Market fell 40 in the last half hour, ended down 22/12/3 on light volume. Oil below $104.
AXTG down 40. PBOF down 32. CYBL down 31. AEBF down 30. GWSC down 25. PSUD down 17. AEGY down 16. EVSI down 15. XDSL down 13. NENED down 11 more. EVCA, VUOC, LEOM down 11. CSKH, NACF down 10. BWEN down 5, close to their bottom again.
NSOL up 35. CPWY up 25. ADES up 22. AFPW up 20. MKTY up 19. AWNE up 16. EFOI up 12. CBWP up 11. HSOL up another 5.
OPEN
(stock #'s in %)
Market up 44/9/5. Volume light. Oil down a buck. 13% of US homes vacant. Syria killing their demonstrators. Will we get another UN resolution? Arab League vote? What about Yemen? And Fukushima getting worse.
CPWY up 25. AFPW up 20. EFOI up 16. Up to that last 200-day line they haven't been able to get over. CSOL up 13. ADES up 12 on upgrade. New high.
FDEI down 31. CYBL down 21. MDTL down 20. EVSI down 14. EVCA down 11. AMRS down 8.
Market up 44/9/5. Volume light. Oil down a buck. 13% of US homes vacant. Syria killing their demonstrators. Will we get another UN resolution? Arab League vote? What about Yemen? And Fukushima getting worse.
CPWY up 25. AFPW up 20. EFOI up 16. Up to that last 200-day line they haven't been able to get over. CSOL up 13. ADES up 12 on upgrade. New high.
FDEI down 31. CYBL down 21. MDTL down 20. EVSI down 14. EVCA down 11. AMRS down 8.
Saturday, March 26, 2011
FRIDAY CLOSE
(stock #'s in %)
Market up 50/6/4. Volume Friday normal. Oil steady. And I was off on previous correction number. The markets only retreated about 5% on Egypt thru to Libya and the quakenami. And now we're maybe 100 Dow from previous top. We going to double-top?
TRKP up 20, through 50-day lines. Very little revs yet, but contracts in Turkey. AEBF up 18. Still a 200-day line to break through. CYBL up 18. ECOS up 14. RVBF, XDSL, XWES up 13. ACPW up 12. A punch through 50-days. Solid buy on comeback to lines. NGBF up 10. JUHL up 9. Looks like bottoming process. VUOC up 8. AXPW up 7. New high. Double since Feb. But slow rev growth, large losses. Lead/C batt tech. POWR up 7, went through 50-days. UBRG up 7, 10% stock dividend coming up, along with more news in next few weeks.
FRBE down 39. WTWO down 37. ASOE down 23. Chinese tellerium, other metals miner/refiner (FSLR uses Te). AFPW down 16. AWNE down 14. CBWP, VNDB down 13. PSPW, NEXS down 12. BYDDF a new low, down 4.
Market up 50/6/4. Volume Friday normal. Oil steady. And I was off on previous correction number. The markets only retreated about 5% on Egypt thru to Libya and the quakenami. And now we're maybe 100 Dow from previous top. We going to double-top?
TRKP up 20, through 50-day lines. Very little revs yet, but contracts in Turkey. AEBF up 18. Still a 200-day line to break through. CYBL up 18. ECOS up 14. RVBF, XDSL, XWES up 13. ACPW up 12. A punch through 50-days. Solid buy on comeback to lines. NGBF up 10. JUHL up 9. Looks like bottoming process. VUOC up 8. AXPW up 7. New high. Double since Feb. But slow rev growth, large losses. Lead/C batt tech. POWR up 7, went through 50-days. UBRG up 7, 10% stock dividend coming up, along with more news in next few weeks.
FRBE down 39. WTWO down 37. ASOE down 23. Chinese tellerium, other metals miner/refiner (FSLR uses Te). AFPW down 16. AWNE down 14. CBWP, VNDB down 13. PSPW, NEXS down 12. BYDDF a new low, down 4.
Friday, March 25, 2011
MORE STUFF
FSLR CEO dumped $100M of stock in March. And Douglas family bought $20M of AMSC stock lately. Insiders. Not big numbers to them, of course. For us, there's always winning the Megamillions.
CO superior court judge Goldsmith stalled cap and trade in CO. States can't do much with global problems. But every state counts. Like every country. And what do we really want? Free clean energy. Is that so hard?
Tokyo's electronic billboards are shut off. Garbage trucks in N. Japan don't have gas to go out and pick up trash. Public buildings don't have heat. Factories are closed from rolling blackouts, workers without gas to get to work. Gas station lines go for miles. One third of stations closed. In Tokyo. Hoarding. Radiation. God please bless the people of Japan.
Nestle's chairman lauched a jihad on corn ethanol, saying Obama, O by the way, supports. Causing food shortages. Um, my read is wheat is in shortage. Though corn price is high. Too. Anyway, I agree. Corn ethanol was wrong from the beginning. So is using soybeans for fuel. Or any food. Question is, how do we stop it?
"Powered by biodiesel" bumper stickers getting printed up, sent out. My truckdrivin' and RV drivin' brothers tell me nobody's buying biodiesel at the pumps. It damages the engines the word. Or the myth. Spain swamped by Argentine biodiesel imports.
And the Nebraska house passed an ethanol (un)labeling bill.
Gotta love it, A, pards?
CO superior court judge Goldsmith stalled cap and trade in CO. States can't do much with global problems. But every state counts. Like every country. And what do we really want? Free clean energy. Is that so hard?
Tokyo's electronic billboards are shut off. Garbage trucks in N. Japan don't have gas to go out and pick up trash. Public buildings don't have heat. Factories are closed from rolling blackouts, workers without gas to get to work. Gas station lines go for miles. One third of stations closed. In Tokyo. Hoarding. Radiation. God please bless the people of Japan.
Nestle's chairman lauched a jihad on corn ethanol, saying Obama, O by the way, supports. Causing food shortages. Um, my read is wheat is in shortage. Though corn price is high. Too. Anyway, I agree. Corn ethanol was wrong from the beginning. So is using soybeans for fuel. Or any food. Question is, how do we stop it?
"Powered by biodiesel" bumper stickers getting printed up, sent out. My truckdrivin' and RV drivin' brothers tell me nobody's buying biodiesel at the pumps. It damages the engines the word. Or the myth. Spain swamped by Argentine biodiesel imports.
And the Nebraska house passed an ethanol (un)labeling bill.
Gotta love it, A, pards?
STUFF
Oil-rich Spratly Islands in S. China Sea contested by Brunei, Malaysia, Taiwan, Vietnam, Philippines and China. Who wins that?
Invenergy canceled plan to build 150MW wind farm near Green Bay. They cited the state's changing regulatory environment. Walker admin walking away from support.
Gamesa to supply JUHL's 10MW wind farm in MN. Online 2Q. PPA with Northern States Pwr, sub of Xcel. JUHL recently finished 20MW MN farm among 6 projects. They organize local communities for the buy-in. Build it and they will buy it.
Erie County OH officials opposed wind farm in Lake Erie, stopping NY Pwr Authority plans. There's vision.
Majority of Brits still support new nuke pwr. Italy declared 1-yr moratorium on new nuke plans.
SPIR to supply 20MW PV module line to a Brazilian company.
2 new patented sorbents for CO2 capture moved closer to commercialization after license agreement between NETL and ADES.
Invenergy canceled plan to build 150MW wind farm near Green Bay. They cited the state's changing regulatory environment. Walker admin walking away from support.
Gamesa to supply JUHL's 10MW wind farm in MN. Online 2Q. PPA with Northern States Pwr, sub of Xcel. JUHL recently finished 20MW MN farm among 6 projects. They organize local communities for the buy-in. Build it and they will buy it.
Erie County OH officials opposed wind farm in Lake Erie, stopping NY Pwr Authority plans. There's vision.
Majority of Brits still support new nuke pwr. Italy declared 1-yr moratorium on new nuke plans.
SPIR to supply 20MW PV module line to a Brazilian company.
2 new patented sorbents for CO2 capture moved closer to commercialization after license agreement between NETL and ADES.
OPEN
(stock #'s in %)
Market up 52/14/4. Volume very light, even for a Friday. Oil down 50 cents. 4Q GDP revised up to 3.1% from previous 2.8%. You think numbers are ever manipulated? I really thought we'd have more of a correction. But it did do a quick 10% on the Dow.
CYBL up 25 again, but the volume is gone. ECOS up 19. XDSL up 18. GSPI up 16. RNNM up 12. ADES up 10 on Q/year report. Good numbers. Beat on revs and net. New high. Quadruple from December. Maybe another 10% up before resting. JUHL up another 9.
MKTY down 20. Put out an update and jumped higher, but now down on the rediculous spread and volume. AFPW, AEGY down 16. WPNV down 14. MDTL down 13. Collapsed earlier. Sometimes that's so a big dog can get in at a great price before a move up. But judging by the volume, it was probably just an insider. Think I'm jaded? AMLM down 9. NEXS down 4 after Q/year showed little rev gain, another large loss. BYDDF down 3. Hit a new low. NENED down 3 more.
Market up 52/14/4. Volume very light, even for a Friday. Oil down 50 cents. 4Q GDP revised up to 3.1% from previous 2.8%. You think numbers are ever manipulated? I really thought we'd have more of a correction. But it did do a quick 10% on the Dow.
CYBL up 25 again, but the volume is gone. ECOS up 19. XDSL up 18. GSPI up 16. RNNM up 12. ADES up 10 on Q/year report. Good numbers. Beat on revs and net. New high. Quadruple from December. Maybe another 10% up before resting. JUHL up another 9.
MKTY down 20. Put out an update and jumped higher, but now down on the rediculous spread and volume. AFPW, AEGY down 16. WPNV down 14. MDTL down 13. Collapsed earlier. Sometimes that's so a big dog can get in at a great price before a move up. But judging by the volume, it was probably just an insider. Think I'm jaded? AMLM down 9. NEXS down 4 after Q/year showed little rev gain, another large loss. BYDDF down 3. Hit a new low. NENED down 3 more.
Thursday, March 24, 2011
CLOSE
(stock #'s in %)
Market up 84/38/12. Volume normal. Oil lost some cents, over $105.
WPNV up 27. GWSC up 24. SSHO up 20, and FDEI up another 20. AEGY up 19. CPWY up 18. JUHL up 16. VNDB up 12.
MGLT down 37. On 500 shares, a little over a $100 trade. Why would anyone do that? I predict it's up 20% tomorrow. RNNM down 35. HRTE down 26. Someone caught on? RVBF down 22. CYBL was up 20 more, but their run finally ran out, ended down 20. EVCA down 19. CSOL, TSPG down 18. NENED down 17 more. Again proving reverse splits lose ya money. ECOS, GSPI down 12. And NGBF down 11.
Happy trails, pards.
Market up 84/38/12. Volume normal. Oil lost some cents, over $105.
WPNV up 27. GWSC up 24. SSHO up 20, and FDEI up another 20. AEGY up 19. CPWY up 18. JUHL up 16. VNDB up 12.
MGLT down 37. On 500 shares, a little over a $100 trade. Why would anyone do that? I predict it's up 20% tomorrow. RNNM down 35. HRTE down 26. Someone caught on? RVBF down 22. CYBL was up 20 more, but their run finally ran out, ended down 20. EVCA down 19. CSOL, TSPG down 18. NENED down 17 more. Again proving reverse splits lose ya money. ECOS, GSPI down 12. And NGBF down 11.
Happy trails, pards.
STUFF
Real US inflation ~9%. Housing is 42% of Fed CPI. Then they add in the "adjustments".
DOE awarded 3M $4.4M from "Sun Shot" funds to accel development/commercialization of their Ultra Barrier solar film.
SPWRA to build a 5MW PV farm on Oahu. 20-year PPA from Hawaiin El. 5-month build on 40 acres.
Solectria Renewables, leading US PV inverter maker, opened their 800MW capacity expansion at the Lawrence, MA plant.
First Energy sub Penn Power contracted 20K of solar renewable energy credits. Will give them 2.2GWh/yr over next 9. Avg cost $200/SREC.
St. Paul unveiled their $2M 1MW thermal solar install for hot water and air. DOE put in $1M from stimulus. Extra not needed at River Centre to flow into loop that heats water/air for 80% of downtown bldgs. $385K spent last year at the Centre for the heat.
NRC gave 20-year extension to Entergy's 40-year-old Yankee nuke plant in VT. The plant's had a cooling tower collapse and leaks of tritium into groundwater.
US now importing ~295kbpd of crude from Brazil out of total 11mbpd imported. Still 41% from OPEC.
Novinda has a chem absorbent that captures fluegas Mercury and puts it into the ash waste and the flyash can still be used as cement additive.
Accelergy has a way to make economical, relatively clean aviation fuel from liquified coal. Exxon pioneered the research in '70's/'80's.
292GWh of windpower was curtailed by the Midwest transmission system operator in '09. 824GWh in '10 - roughly loss of >$57M of elgen. Transmission development hasn't kept pace. Impacting new investment.
China Feb oil demand up 10% on year to 9.6mbpd (calculated from analysis, not given out by China).
Iraq oil minister says prices won't go over $120 near term, a price OPEC says "won't harm global growth". Think they're right?
A Brit oil comp found oil/NG off the Falklands. Let's hope Argentina can live with that.
At end of '09, Russia had 13MW of wind and negligible solar capacity. Their total elgen base was 220GW.
Global wind installed in '10 was 35.8GW, total capacity 194GW (22% increase over '09). Cost $65B. China almost half @ 16.5GW '10 installs, now 42GW total. India added 2GW. But wind's annual expansion rate was down 7% from '09's 38.6GW (first fall in 20 years).
DOE awarded 3M $4.4M from "Sun Shot" funds to accel development/commercialization of their Ultra Barrier solar film.
SPWRA to build a 5MW PV farm on Oahu. 20-year PPA from Hawaiin El. 5-month build on 40 acres.
Solectria Renewables, leading US PV inverter maker, opened their 800MW capacity expansion at the Lawrence, MA plant.
First Energy sub Penn Power contracted 20K of solar renewable energy credits. Will give them 2.2GWh/yr over next 9. Avg cost $200/SREC.
St. Paul unveiled their $2M 1MW thermal solar install for hot water and air. DOE put in $1M from stimulus. Extra not needed at River Centre to flow into loop that heats water/air for 80% of downtown bldgs. $385K spent last year at the Centre for the heat.
NRC gave 20-year extension to Entergy's 40-year-old Yankee nuke plant in VT. The plant's had a cooling tower collapse and leaks of tritium into groundwater.
US now importing ~295kbpd of crude from Brazil out of total 11mbpd imported. Still 41% from OPEC.
Novinda has a chem absorbent that captures fluegas Mercury and puts it into the ash waste and the flyash can still be used as cement additive.
Accelergy has a way to make economical, relatively clean aviation fuel from liquified coal. Exxon pioneered the research in '70's/'80's.
292GWh of windpower was curtailed by the Midwest transmission system operator in '09. 824GWh in '10 - roughly loss of >$57M of elgen. Transmission development hasn't kept pace. Impacting new investment.
China Feb oil demand up 10% on year to 9.6mbpd (calculated from analysis, not given out by China).
Iraq oil minister says prices won't go over $120 near term, a price OPEC says "won't harm global growth". Think they're right?
A Brit oil comp found oil/NG off the Falklands. Let's hope Argentina can live with that.
At end of '09, Russia had 13MW of wind and negligible solar capacity. Their total elgen base was 220GW.
Global wind installed in '10 was 35.8GW, total capacity 194GW (22% increase over '09). Cost $65B. China almost half @ 16.5GW '10 installs, now 42GW total. India added 2GW. But wind's annual expansion rate was down 7% from '09's 38.6GW (first fall in 20 years).
OPEN
(stock #'s in %)
Market up 42/17/5. Volume a little light. Oil over $106. Durable goods orders Feb down .9%, 4th down month in last 5. 13 US Toyota factories may have to shut for lack of parts. And we go upward and onward.
CYBL up another 25. VNDB up 19. WPNV up 18. UBRG up 12. CSUN up 10 on 4Q/Y report. 80% rev growth and profit v. loss and ~80% more shipment growth projected for this year. Volume under 10k shares: JUHL up 22, FDEI up 20, AEGY up 19.
RNNM down 27. EVCA down 24. AMLM down 15. TSPG down 14. NENED down 13 more. NGBF down 11.
Market up 78/28/9 when I finished.
Market up 42/17/5. Volume a little light. Oil over $106. Durable goods orders Feb down .9%, 4th down month in last 5. 13 US Toyota factories may have to shut for lack of parts. And we go upward and onward.
CYBL up another 25. VNDB up 19. WPNV up 18. UBRG up 12. CSUN up 10 on 4Q/Y report. 80% rev growth and profit v. loss and ~80% more shipment growth projected for this year. Volume under 10k shares: JUHL up 22, FDEI up 20, AEGY up 19.
RNNM down 27. EVCA down 24. AMLM down 15. TSPG down 14. NENED down 13 more. NGBF down 11.
Market up 78/28/9 when I finished.
Wednesday, March 23, 2011
CLOSE
(stock #'s in %)
Market up 67/14/3. Volume a touch light. Upward and onward when more correction expected. Oil up over $105. Japan quakenami may cut global growth .5% back to 3.8%: Morgan Stanley.
ESRG up 100. AXTG up 66. AVNA up 35. TSPG up 30. CYBL up another 25. RNNM up 17. HSOL up 3. NEWN up 50% since Sunday's mention.
VVIT down 34. WPNV down 30. SSHO down 23. JUHL down 22. SLPO down 16. RVBF down 15. VNDB down 14. BFRE down 13. MHTX down 10. FDEI down 9 more. ENOC down 7. NENED down 6. ZAAP down 5, in their 200-day lines. CSUN down 4, under $4. NEXS hit $3.13 and bounced back up.
Market up 67/14/3. Volume a touch light. Upward and onward when more correction expected. Oil up over $105. Japan quakenami may cut global growth .5% back to 3.8%: Morgan Stanley.
ESRG up 100. AXTG up 66. AVNA up 35. TSPG up 30. CYBL up another 25. RNNM up 17. HSOL up 3. NEWN up 50% since Sunday's mention.
VVIT down 34. WPNV down 30. SSHO down 23. JUHL down 22. SLPO down 16. RVBF down 15. VNDB down 14. BFRE down 13. MHTX down 10. FDEI down 9 more. ENOC down 7. NENED down 6. ZAAP down 5, in their 200-day lines. CSUN down 4, under $4. NEXS hit $3.13 and bounced back up.
STUFF
Fed lands in WY opened up to coal mining. Est. 750M tons reserves. Leases to raise $13-21B, half to WY. 7,400 acres of Powder River Basin. 1st of over a dozen auctions over next 3 yrs. >416M tons shipped from the Basin in '09, ~40% of US consumption.
UK announced carbon price floor by April '13 of 16 Pounds Sterling/ton, step up to 30 Pounds by '20.
Amyris (AMRS) entered agreement with Brazil's Paraiso to construct fermentation/separation capacity to produce their products, Paraiso to supply sugar cane juice from up to 1M tons of cane/yr. Production may start as early as '12. Amyris' 5th production agreement at locations on 3 continents. Developing line of lubricants for N. Am mart, among other products. Oils, lubricants a $49B global market in '10.
Obama and Brazil's Rousseff expanded on 4-yr-old MOU on biofuels, adding language on aviation biofuels development. No language on US' 54 cent/gal ethanol tariff protecting US corn ethanol.
BP spending $680M to acquire 83% majority control and refinance debt of a Brazilian ethanol/sugar producer. Fully developed, BP overall Brazilian production capacity to be 370M gal/yr. BP's had a 50% share of another Brazilian producer since '08.
Brazil ethanol industry needs $50B in investment by '15-'16 to meet domestic demand. Current 24B liters now projected to be 60B by then.
UK announced carbon price floor by April '13 of 16 Pounds Sterling/ton, step up to 30 Pounds by '20.
Amyris (AMRS) entered agreement with Brazil's Paraiso to construct fermentation/separation capacity to produce their products, Paraiso to supply sugar cane juice from up to 1M tons of cane/yr. Production may start as early as '12. Amyris' 5th production agreement at locations on 3 continents. Developing line of lubricants for N. Am mart, among other products. Oils, lubricants a $49B global market in '10.
Obama and Brazil's Rousseff expanded on 4-yr-old MOU on biofuels, adding language on aviation biofuels development. No language on US' 54 cent/gal ethanol tariff protecting US corn ethanol.
BP spending $680M to acquire 83% majority control and refinance debt of a Brazilian ethanol/sugar producer. Fully developed, BP overall Brazilian production capacity to be 370M gal/yr. BP's had a 50% share of another Brazilian producer since '08.
Brazil ethanol industry needs $50B in investment by '15-'16 to meet domestic demand. Current 24B liters now projected to be 60B by then.
OPEN
(stock #'s in %)
Market down 33/18/7. Volume very light. Oil over $105. Fukushima drags on, now radioactive groundwater/seawater. Libya. Portugal may go under. And housing here still going down. Not that there's not any good news.
PVRE down 23. CREE down 10 to new low on lowered guidance for fiscal 3Q. May affect LSCG, EFOI, LEDS, VUOC, VECO. VNDB down 8. NEXS down 5 more.
TSPG up 18 on news.
Market down 33/18/7. Volume very light. Oil over $105. Fukushima drags on, now radioactive groundwater/seawater. Libya. Portugal may go under. And housing here still going down. Not that there's not any good news.
PVRE down 23. CREE down 10 to new low on lowered guidance for fiscal 3Q. May affect LSCG, EFOI, LEDS, VUOC, VECO. VNDB down 8. NEXS down 5 more.
TSPG up 18 on news.
Tuesday, March 22, 2011
CLOSE
(stock #'s in %)
Market down 17/8/4. Volume a little on the light side. Oil jumped to just under $105. Power lines to Fukushima hooked up for water pumps. Kind of late. Portugal debt crisis in next few days? Protest spreads in Syria. Buffet looking to invest in India, China, Brazil. Hm. Not in the US. Hm.
NSOL down 61. Maybe they don't have nuclear solutions. AVNA down 45. WNEA, CPWY down 11. CSKH down 10. FDEI down 8. NEXS down 7 more.
VVIT up 148. CYBL up 77. PSPW up 28. AEBF up 27. BDCO up 25. WPNV, WTWO up 22. BFRE, HLNT up 18. RVBF up 17. MDTL, AWNE up 15. WNDT up 13. JUHL up 12. NTCXF up 11. And PANL up 8 for another new high.
Carumba.
Market down 17/8/4. Volume a little on the light side. Oil jumped to just under $105. Power lines to Fukushima hooked up for water pumps. Kind of late. Portugal debt crisis in next few days? Protest spreads in Syria. Buffet looking to invest in India, China, Brazil. Hm. Not in the US. Hm.
NSOL down 61. Maybe they don't have nuclear solutions. AVNA down 45. WNEA, CPWY down 11. CSKH down 10. FDEI down 8. NEXS down 7 more.
VVIT up 148. CYBL up 77. PSPW up 28. AEBF up 27. BDCO up 25. WPNV, WTWO up 22. BFRE, HLNT up 18. RVBF up 17. MDTL, AWNE up 15. WNDT up 13. JUHL up 12. NTCXF up 11. And PANL up 8 for another new high.
Carumba.
STUFF
IEA says annual global energy-related CO2 emmissions ~31B metric tons. in '10, US emitted ~5.8B.
Yemen regime crumbling. Oil companies starting to withdraw. Reserves mostly in borderland between North and South. Isn't that always the way. Very little oil exports, LNG exports.
IEA: global oil supply rose to all-time high of 89mbpd in Feb.
China el consumption increased 15.8% in Feb over year ago.
U of Conn professors patented a biodiesel reactor that uses gravity, heat and natural chem reactions to make biodiesel/separate out glycerol in 1 step v. traditional 2-step method that requires mech removal of glycerol. Getting 2-year $1.8M DOE grant to build pilot plant of 200k gal/yr.
JP gov has released ~8M bls from strategic oil reserve to offset damage. Shell made 8 extra LNG shipments to them in the last week.
60 nukes currently being built in world. 155 planned. 320 proposed. Will Fukushima (careful how you pronounce) change any? Maybe that plant 30 miles north of NYC. Maybe some in California. Maybe some on fault lines or in tsunami zones. So, do we go back to coal and NG for 24-hour power? Or get with clean green (including E storage) all the moreso? I guess one question before the world.
Vaya con Dios y'all.
Yemen regime crumbling. Oil companies starting to withdraw. Reserves mostly in borderland between North and South. Isn't that always the way. Very little oil exports, LNG exports.
IEA: global oil supply rose to all-time high of 89mbpd in Feb.
China el consumption increased 15.8% in Feb over year ago.
U of Conn professors patented a biodiesel reactor that uses gravity, heat and natural chem reactions to make biodiesel/separate out glycerol in 1 step v. traditional 2-step method that requires mech removal of glycerol. Getting 2-year $1.8M DOE grant to build pilot plant of 200k gal/yr.
JP gov has released ~8M bls from strategic oil reserve to offset damage. Shell made 8 extra LNG shipments to them in the last week.
60 nukes currently being built in world. 155 planned. 320 proposed. Will Fukushima (careful how you pronounce) change any? Maybe that plant 30 miles north of NYC. Maybe some in California. Maybe some on fault lines or in tsunami zones. So, do we go back to coal and NG for 24-hour power? Or get with clean green (including E storage) all the moreso? I guess one question before the world.
Vaya con Dios y'all.
OPEN
(stock #'s in %)
Market flat. Volume normal. Oil steady just over $102.
VVIT up 96. AEBF up 36. PSPW up 28. RNNM, MKTY up 24. CYBL up 22. WNDT up 17. AWNE up 16. JUHL up 14.
NSOL all the way back, down 53. TSPG down 10. NEXS down another 5.
Market flat. Volume normal. Oil steady just over $102.
VVIT up 96. AEBF up 36. PSPW up 28. RNNM, MKTY up 24. CYBL up 22. WNDT up 17. AWNE up 16. JUHL up 14.
NSOL all the way back, down 53. TSPG down 10. NEXS down another 5.
Monday, March 21, 2011
CLOSE
(stock #'s in %)
Market up 178/48/19. Not much budge from morning. Volume strong. Oil over $102.
NSOL up 193. Nuclear Solutions. I hope they have some. RNRG up 57 on news. FDEI up 50. Name from the past. CYBL up 28. They are in business with the Navy at least. NEWN up 29. Mentioned yesterday. CSOL up 20. ESLR up 16. LTBR (Thorium nuclear) up 11. WPNV up 13.
APSOQ down 48. GWSC down 26. MDTL down 20. HYPF down 17. AEBF, WNDT down 15. AFPW down 14. CRGE down 13. PSUD down 12. TMEN, BFRE down 11. CPWY down 10. NPWZ, NEXS down 9.
Market up 178/48/19. Not much budge from morning. Volume strong. Oil over $102.
NSOL up 193. Nuclear Solutions. I hope they have some. RNRG up 57 on news. FDEI up 50. Name from the past. CYBL up 28. They are in business with the Navy at least. NEWN up 29. Mentioned yesterday. CSOL up 20. ESLR up 16. LTBR (Thorium nuclear) up 11. WPNV up 13.
APSOQ down 48. GWSC down 26. MDTL down 20. HYPF down 17. AEBF, WNDT down 15. AFPW down 14. CRGE down 13. PSUD down 12. TMEN, BFRE down 11. CPWY down 10. NPWZ, NEXS down 9.
STUFF
Sempra Generation opened the 48MW PV solar plant in NV near Boulder City - US' biggest so far. 20-yr PPA from Pacific G&E. FSLR panels. Began Jan '10. Plans to expand by >200MW. Also plans for 600MW farm in AZ next year, partnering up with BP in 250MW project under construction in CO and approval received for 200MW solar farm in Kern County, CA.
Japan announced 780kbpd refining capacity to restart this week.
$93B more social spending proposed by King of Saud.
KNOC (Korea National Oil Comp) joining Exxon and Shell in developing UAE oil/gas fields.
China signed $2B contract to build world's tallest dam in Iran. 1.5GW power station.
Columbia says oil output to climb to record this year with investments from China and Carlos Slim. 850-900kbpd. 1.4mbpd by '14.
Iraq oil exports flowing again to Turkey. But Iraq visa problems may slow production (workers not allowed in).
India seeking more oil from Nigeria. And LNG needs projected to increase 12M tons/yr.
3rd deepwater permit in Gulf of Mex went to ATP Oil & Gas. More permits coming.
Penn State came up with more enviro-friendly method to separate bitumen from oil sands unsing ionic liquids. Can also clean oil off beaches and separate oil from drill cuttings. Uses little energy or water and all solvents can be recycled.
DOE research adds hydrochloric acid to sulfuric acid electrolyte in xanadium redox flow batteries to increase storage cap 70% and expand temp range.
Another good day on the trails pards.
Japan announced 780kbpd refining capacity to restart this week.
$93B more social spending proposed by King of Saud.
KNOC (Korea National Oil Comp) joining Exxon and Shell in developing UAE oil/gas fields.
China signed $2B contract to build world's tallest dam in Iran. 1.5GW power station.
Columbia says oil output to climb to record this year with investments from China and Carlos Slim. 850-900kbpd. 1.4mbpd by '14.
Iraq oil exports flowing again to Turkey. But Iraq visa problems may slow production (workers not allowed in).
India seeking more oil from Nigeria. And LNG needs projected to increase 12M tons/yr.
3rd deepwater permit in Gulf of Mex went to ATP Oil & Gas. More permits coming.
Penn State came up with more enviro-friendly method to separate bitumen from oil sands unsing ionic liquids. Can also clean oil off beaches and separate oil from drill cuttings. Uses little energy or water and all solvents can be recycled.
DOE research adds hydrochloric acid to sulfuric acid electrolyte in xanadium redox flow batteries to increase storage cap 70% and expand temp range.
Another good day on the trails pards.
OPEN
(stock #'s in %)
Market up 186/45/19. Volume a little heavy. Oil just under $102. I have a feeling the correction isn't over yet. But this is a heck of a swing back.
CSOL up 20. P/B, P/S incredibly low. ESLR up 18. Seems they just went down too far too fast. Did mention them late last week. WPNV up 13. UBRG up another 7.
APSOQ down 48. SSHO down 39. RVBF down 28. TMEN down 23. GWSC down 19. WNDT, EVCA down 12. SNRY down 8 more.
Market up 186/45/19. Volume a little heavy. Oil just under $102. I have a feeling the correction isn't over yet. But this is a heck of a swing back.
CSOL up 20. P/B, P/S incredibly low. ESLR up 18. Seems they just went down too far too fast. Did mention them late last week. WPNV up 13. UBRG up another 7.
APSOQ down 48. SSHO down 39. RVBF down 28. TMEN down 23. GWSC down 19. WNDT, EVCA down 12. SNRY down 8 more.
Sunday, March 20, 2011
SUNDAY
Lots of debate on morning talking head shows over whether going into Libya was right thing to do or not. Thing is, we're in. Talk should be about what's next, which you can be sure is going on in lots of Sunday soirees. Can the world be better off without one more bastard dictator? Yup. Especially with oil reserves. Don't forget about PanAm 103. The bombing in the Germany bar. The "Line of Death" in the Gulf of Sidra. And the rest of his insanity. Hopefully, he's gone from history sooner rather than later. And, by the by, it's refreshing to see Europe's military picking up some of the tab. And we wait to see what the Arab League will contribute. As Bahrain, Yemen and Syria? continue in uprising while Hamas and Israel are going at it again.
Nuclear power. Japan put reactors right on a faultline. MAJOR faultline. And chose typhoon protection over tsunami at the plant with the most reactors in crisis. (The backup cooling power in the basement instead of the roof). If I read all the news right. And NO ONE on TV talks about Thorium reactors. Or Fusion. Or cold fusion. Or just dam alternatives to the frackin Neanderthal take it or leave it nuclear engineering we've been given. Yep. Nuke is dangerous as hell. But it's no GHGs and 24-hour power. I just believe we should look at Thorium, breeder reactors and fusion, hot and cold, and anything else in energy in an honest way. And I guess that's up to our servants in Washington. Or our honest corporations. How many do we have left?
Anyway, I'm watching the NCAA too. It's Sunday. But, going through my stock lists, so far I have 2 jump outs at me. HSOL and NEWN. My suggestion is check them out for yoself. Yes they are Chinese. But look especially at NEWN's rev and profit growth this year. And HSOL's 2-year chart. Have the Chinese stolen US tech? We're pretty aware of that by now. The Soviets were good at it until Reagan. Sometimes they buy it. Do they cheat however or whenever they can? Do they treat their employees like slaves? I don't know. Anyhoo, I'm looking forward to Kentucky v. Ohio State. Duke and Michigan now. Yay, verily, the madness of March.
Nuclear power. Japan put reactors right on a faultline. MAJOR faultline. And chose typhoon protection over tsunami at the plant with the most reactors in crisis. (The backup cooling power in the basement instead of the roof). If I read all the news right. And NO ONE on TV talks about Thorium reactors. Or Fusion. Or cold fusion. Or just dam alternatives to the frackin Neanderthal take it or leave it nuclear engineering we've been given. Yep. Nuke is dangerous as hell. But it's no GHGs and 24-hour power. I just believe we should look at Thorium, breeder reactors and fusion, hot and cold, and anything else in energy in an honest way. And I guess that's up to our servants in Washington. Or our honest corporations. How many do we have left?
Anyway, I'm watching the NCAA too. It's Sunday. But, going through my stock lists, so far I have 2 jump outs at me. HSOL and NEWN. My suggestion is check them out for yoself. Yes they are Chinese. But look especially at NEWN's rev and profit growth this year. And HSOL's 2-year chart. Have the Chinese stolen US tech? We're pretty aware of that by now. The Soviets were good at it until Reagan. Sometimes they buy it. Do they cheat however or whenever they can? Do they treat their employees like slaves? I don't know. Anyhoo, I'm looking forward to Kentucky v. Ohio State. Duke and Michigan now. Yay, verily, the madness of March.
Saturday, March 19, 2011
SATURDAY
So much for cease fire. Kadaffy attacked Benghazi. Battle on in Libya. 50-100 cruise missiles launched. More history every day.
STUFF
Xcel/SPWRA commissioned 19MW solar plant in CO. Largest PV plant in state. SPWRA currently building another 30MW in CO owned by Iberdrola.
B.C. to become Canada's 1st offshore wind production region.
Acciona opened 2nd CSP (concentrated solar power) plant in Spain. E257M for 50MW. Acciona now has 4 solar thermal plants done - 214MW. One in NV - 64MW. 2 more in construction in Spain - 314MW for E1.4B.
NENE news this week was achievement of 3X increase of number of solar cells layered onto glass surfaces. And still working on kinetic motion power.
Gamesa expanding into India to offset weakness in Europe/US.
SPIR's year report $80M revs - up 14%. Net loss $400k.
Iran's el, el eng, tech svcs exports up to $4B from $1B last year (March to March). Exported ~6.5TWh of el to neighbors. Increased el imports to 3.2TWh. Integrated into 7 neighbors.
Argan (AGX) subsid contracted CPV Sentinel to build $220M 800 MW (do that math) simple-cycle peaking power plant in S.Cal. Do that math.
Georgia Power expects approval to decertify 2 coal units - 569MW - in lieu of paying for enviro controls. Company currently 9.6GW of coal power @ 10 plants. Largest subsid of Southern Co. (SO).
Honeywell got $213M contract from GSA for continued development of on-site utilities and E infrastructure @ FDA HQ.
CSIQ to build 3rd (10MW) solar park in Ontario.
JUHL completed construction/grid connect of 20MW wind farm. $42M. On time, under budget. 20yr PPA with Xcel E.
GE's first new 2.75 (MW)-103 wind turbine commissioned in Netherlands E research center. 50-meter blade. 9% production increase over 2.5-100.
Siemens launched new direct drive wind turbine for low to moderate wind speeds. 2.3-113. New one installed in Netherlands this month.
And here we are a day from Spring 11. Cheers pards.
STUFF
Xcel/SPWRA commissioned 19MW solar plant in CO. Largest PV plant in state. SPWRA currently building another 30MW in CO owned by Iberdrola.
B.C. to become Canada's 1st offshore wind production region.
Acciona opened 2nd CSP (concentrated solar power) plant in Spain. E257M for 50MW. Acciona now has 4 solar thermal plants done - 214MW. One in NV - 64MW. 2 more in construction in Spain - 314MW for E1.4B.
NENE news this week was achievement of 3X increase of number of solar cells layered onto glass surfaces. And still working on kinetic motion power.
Gamesa expanding into India to offset weakness in Europe/US.
SPIR's year report $80M revs - up 14%. Net loss $400k.
Iran's el, el eng, tech svcs exports up to $4B from $1B last year (March to March). Exported ~6.5TWh of el to neighbors. Increased el imports to 3.2TWh. Integrated into 7 neighbors.
Argan (AGX) subsid contracted CPV Sentinel to build $220M 800 MW (do that math) simple-cycle peaking power plant in S.Cal. Do that math.
Georgia Power expects approval to decertify 2 coal units - 569MW - in lieu of paying for enviro controls. Company currently 9.6GW of coal power @ 10 plants. Largest subsid of Southern Co. (SO).
Honeywell got $213M contract from GSA for continued development of on-site utilities and E infrastructure @ FDA HQ.
CSIQ to build 3rd (10MW) solar park in Ontario.
JUHL completed construction/grid connect of 20MW wind farm. $42M. On time, under budget. 20yr PPA with Xcel E.
GE's first new 2.75 (MW)-103 wind turbine commissioned in Netherlands E research center. 50-meter blade. 9% production increase over 2.5-100.
Siemens launched new direct drive wind turbine for low to moderate wind speeds. 2.3-113. New one installed in Netherlands this month.
And here we are a day from Spring 11. Cheers pards.
Friday, March 18, 2011
STUFF
Deutche Bank: Chinese batt makers' quality not up to par in auto aps. D likes AONE, HEV.
Indonesia going forward with their nuke power.
JP's nuke disaster will shift $200B of E investments.
Indonesia going forward with their nuke power.
JP's nuke disaster will shift $200B of E investments.
3P
(stock #'s in %)
OK. We're going home. It's 3 o'clock. Friday. Peace in Libya. Japan hasn't gone up in a mushroom cloud. March madness. Market up 71/9/4. Oil stable. Things could've been much worse. Thank you someone and God.
AQNM up 150. I don't know. Check it out. NEXS up 58. Maybe check it out on the comeback. Or. Play the momentum for a short while. NSOL up 50. Sure. "Nuclear Solutions". Duh. URRE posting one impressive comeback, up 23. VNDB up 20. Watch out for these guys. AEBF up 18. They always move large on small volume. NPWZ up 16. I would buy them for long term hope. TSPG up 13. Yea. QTWW turned around, up 9. ENER also turned around, up 3. And UBRG up 7. I'll take that.
APSOQ down 63. Well, they did go up. VVIT down 52. Not a clue. TMEN down 23. Whatever. NENE down 17. Weren't they supposed to do a 3 to 1 reverse split on the 16th? Or am I thinking of someone else? AMLM down 11. New low. Lithium mining. Just saying. ESLR down another 9. Even bankrupt, seems they're worth more. DSTI down 5. Watch out. HSOL too, down 5. CSIQ down 1. EFOI down 3.
And happy weekend trails pards.
OK. We're going home. It's 3 o'clock. Friday. Peace in Libya. Japan hasn't gone up in a mushroom cloud. March madness. Market up 71/9/4. Oil stable. Things could've been much worse. Thank you someone and God.
AQNM up 150. I don't know. Check it out. NEXS up 58. Maybe check it out on the comeback. Or. Play the momentum for a short while. NSOL up 50. Sure. "Nuclear Solutions". Duh. URRE posting one impressive comeback, up 23. VNDB up 20. Watch out for these guys. AEBF up 18. They always move large on small volume. NPWZ up 16. I would buy them for long term hope. TSPG up 13. Yea. QTWW turned around, up 9. ENER also turned around, up 3. And UBRG up 7. I'll take that.
APSOQ down 63. Well, they did go up. VVIT down 52. Not a clue. TMEN down 23. Whatever. NENE down 17. Weren't they supposed to do a 3 to 1 reverse split on the 16th? Or am I thinking of someone else? AMLM down 11. New low. Lithium mining. Just saying. ESLR down another 9. Even bankrupt, seems they're worth more. DSTI down 5. Watch out. HSOL too, down 5. CSIQ down 1. EFOI down 3.
And happy weekend trails pards.
OPEN
(stock #'s in %)
Market up 123/15/11. Volume a touch over normal. Oil under $101. Good news, actually. With UN Security Council vote on Libya and the threat of a no-fly zone, at least, we have a cease fire instead of the carnage and crisis we were expecting. Yet the Arab League vote last weekend for the Libya rebels looks a little duplicitous after watching the crackdown in Bahrain. Anyway, thankful for a ceasefire. Let's hope it's not a trick.
NEXS up 51 on news. Might be an LED maker for you to consider. EVSO up 17. NPWZ up 15. URRE, TSPG up 13.
ECOS down 15. ESLR down another 8. ENER down another 6.
Market up 123/15/11. Volume a touch over normal. Oil under $101. Good news, actually. With UN Security Council vote on Libya and the threat of a no-fly zone, at least, we have a cease fire instead of the carnage and crisis we were expecting. Yet the Arab League vote last weekend for the Libya rebels looks a little duplicitous after watching the crackdown in Bahrain. Anyway, thankful for a ceasefire. Let's hope it's not a trick.
NEXS up 51 on news. Might be an LED maker for you to consider. EVSO up 17. NPWZ up 15. URRE, TSPG up 13.
ECOS down 15. ESLR down another 8. ENER down another 6.
Thursday, March 17, 2011
CLOSE
(stock #'s in %)
Market up 161/19/16. Overweighted to Dow. Volume a little heavy. Oil $101 and a half.
The wild and the crazy: APSOQ up 154. Yup. SSHO up 68. RVBF up 61. GWSC up 28. WTWO up 23. The little more sane: MDTL, CSKH up 19. CRGE up 18. HLNT up 17. NSOL up 15. The more sensible: VSPC up 12. LSCG, UBRG up 11. WNDT up 10.
WPNV down 40. RNNM down 35. CYBL down 28. CBEH down 25. GSPI down 24. PSRU down 20. AEGY, LEOM down 16. EVSO down 12. ESLR down 9 more. DSTI under a buck. HSOL, NPWZ down 4.
Market up 161/19/16. Overweighted to Dow. Volume a little heavy. Oil $101 and a half.
The wild and the crazy: APSOQ up 154. Yup. SSHO up 68. RVBF up 61. GWSC up 28. WTWO up 23. The little more sane: MDTL, CSKH up 19. CRGE up 18. HLNT up 17. NSOL up 15. The more sensible: VSPC up 12. LSCG, UBRG up 11. WNDT up 10.
WPNV down 40. RNNM down 35. CYBL down 28. CBEH down 25. GSPI down 24. PSRU down 20. AEGY, LEOM down 16. EVSO down 12. ESLR down 9 more. DSTI under a buck. HSOL, NPWZ down 4.
STUFF
Biofuels market to grow to $112B by '20. $56B in '10. Another opinion is 44% growth in revs in '11.
Japan to import more LNG, oil to replace elgen lost from downed nukes.
China now #1 manufacturer in world. Made 19.9% of goods in '10. USA 19.4%.
Xcel Energy asked MN regulators to let them retire the last 2 coal-burn units at Black Dog and replace them with NG units. Also, MN push to lift nuke moratorium may be set back.
Italy to continue nuke revival plan. EU planning stress tests for their nukes. China holding up new nuke approvals.
Nova Scotia funding $7M, Canada $20M for tidal energy demo in Bay of Fundy. 8GW potential. IEA says world potential tidal power 100TW. Nova Scotia plans to intro FIT (feed-in tariffs) for tidal this year.
Clean E, carbon markets saw $243B in investment in '10, up 30% over '09.
From the "If This Is True" department:
A metric ton of Thorium produces as much energy as 200 tons of U or 3.5M tons of coal. A thorium reactor consumes its own waste and can scavenge plutonium leftovers of U reactors. Thorium a common element at rare earth mines. US, Australia has plenty of it. Cost savings over U fission processes. And weapons from thorium impractical. And if all this is true, when do we start using it? When we wake up I guess.
DOE affirmed it will continue to finance loan guarantees for nukes. "Tech quite different than that in Japan". $36B involved. $71B for entire loan program, more projects to be funded before Sept expiration.
EPA proposed national standard for mercury, lead, arsenic, chromium and other pollutant emissions from coal plants. $10B cost/year balanced by $100B/year in health/environmental costs if we don't. May raise household utility rates $4/month. In force in '15. Utilities have delayed this for over 2 decades. 400 coal plants in US. '99-'05 Hg emissions from power plants up 8% to 53 tons/y. Arsenic up 31% to 210tons/y. Final rule late this year or early next.
EPA also says NYC's 10-yr plan to replace school building lighting fixtures leaking toxic (PCB's) chems should be hastened. You think?
Department of IF:
IF the diesel backup generators/electrical rooms at the nuke reactors in Japan had been built 40 feet up with a tsunami wall around them we would not have had this problem. And remembering the '07 offshore quake that brought us radiation leakage and a 2-year shutdown of 7 reactors. Do we not learn anything from problems anymore? God.
IL governor vetoed the $1B coal gasification plant this week.
8% of US fuel supply goes to make plastics. Agolyx closed on $22M of financing lately. $29M raised previously. Claim they can recycle mixed plastics/dirty plastics into crude competitive at $65-70 oil. Projecting $15M revs this year.
FSLR to build $300M plant in AZ to double US production capacity. 600 jobs. 250MW cap. Shipments expected by 3Q12.
Brent oil ~$110.
Japan: 27% elgen from 54 nuke reactors. Not any more.
IEA: world oil supply in Feb rose to 89mbpd, up 200kbpd from Jan. China el consumption up 16% year on year in Feb.
Trails.
Japan to import more LNG, oil to replace elgen lost from downed nukes.
China now #1 manufacturer in world. Made 19.9% of goods in '10. USA 19.4%.
Xcel Energy asked MN regulators to let them retire the last 2 coal-burn units at Black Dog and replace them with NG units. Also, MN push to lift nuke moratorium may be set back.
Italy to continue nuke revival plan. EU planning stress tests for their nukes. China holding up new nuke approvals.
Nova Scotia funding $7M, Canada $20M for tidal energy demo in Bay of Fundy. 8GW potential. IEA says world potential tidal power 100TW. Nova Scotia plans to intro FIT (feed-in tariffs) for tidal this year.
Clean E, carbon markets saw $243B in investment in '10, up 30% over '09.
From the "If This Is True" department:
A metric ton of Thorium produces as much energy as 200 tons of U or 3.5M tons of coal. A thorium reactor consumes its own waste and can scavenge plutonium leftovers of U reactors. Thorium a common element at rare earth mines. US, Australia has plenty of it. Cost savings over U fission processes. And weapons from thorium impractical. And if all this is true, when do we start using it? When we wake up I guess.
DOE affirmed it will continue to finance loan guarantees for nukes. "Tech quite different than that in Japan". $36B involved. $71B for entire loan program, more projects to be funded before Sept expiration.
EPA proposed national standard for mercury, lead, arsenic, chromium and other pollutant emissions from coal plants. $10B cost/year balanced by $100B/year in health/environmental costs if we don't. May raise household utility rates $4/month. In force in '15. Utilities have delayed this for over 2 decades. 400 coal plants in US. '99-'05 Hg emissions from power plants up 8% to 53 tons/y. Arsenic up 31% to 210tons/y. Final rule late this year or early next.
EPA also says NYC's 10-yr plan to replace school building lighting fixtures leaking toxic (PCB's) chems should be hastened. You think?
Department of IF:
IF the diesel backup generators/electrical rooms at the nuke reactors in Japan had been built 40 feet up with a tsunami wall around them we would not have had this problem. And remembering the '07 offshore quake that brought us radiation leakage and a 2-year shutdown of 7 reactors. Do we not learn anything from problems anymore? God.
IL governor vetoed the $1B coal gasification plant this week.
8% of US fuel supply goes to make plastics. Agolyx closed on $22M of financing lately. $29M raised previously. Claim they can recycle mixed plastics/dirty plastics into crude competitive at $65-70 oil. Projecting $15M revs this year.
FSLR to build $300M plant in AZ to double US production capacity. 600 jobs. 250MW cap. Shipments expected by 3Q12.
Brent oil ~$110.
Japan: 27% elgen from 54 nuke reactors. Not any more.
IEA: world oil supply in Feb rose to 89mbpd, up 200kbpd from Jan. China el consumption up 16% year on year in Feb.
Trails.
OPEN
(stock #'s in %)
Market up 164/39/20. Volume pretty normal. Oil back up over $100. Feb leading indicators up .8%. Unemploy claims down. Inflation up .5%.
SSHO up 68. RVBF up 61. GWSC up 28. CRGE up 24. NACF up 14. ADES another new high, up 9. PANL ditto, up 8. LSCG up 6 on news. CREE up 5, maybe a rally start.
RNNM down 33. ICPR down 28. WPNV down 26 after opening way up on news. AXTG down 21. PSRU down 20. CYBL down 14. SNRY down 10. HSOL down 3 after reporting year revs double to over $1B, profit $120M v. '09 $20M loss. Go figure. Chinese solar. BYDDF under $4 again.
Market up 164/39/20. Volume pretty normal. Oil back up over $100. Feb leading indicators up .8%. Unemploy claims down. Inflation up .5%.
SSHO up 68. RVBF up 61. GWSC up 28. CRGE up 24. NACF up 14. ADES another new high, up 9. PANL ditto, up 8. LSCG up 6 on news. CREE up 5, maybe a rally start.
RNNM down 33. ICPR down 28. WPNV down 26 after opening way up on news. AXTG down 21. PSRU down 20. CYBL down 14. SNRY down 10. HSOL down 3 after reporting year revs double to over $1B, profit $120M v. '09 $20M loss. Go figure. Chinese solar. BYDDF under $4 again.
Wednesday, March 16, 2011
STUFF
US Chamber O Commerce study estimated the US missed out on $3.4T GDP over 20 yrs (and 1M jobs added per year) because 351 proposed energy projects were stalled in permitting, community activism and or lawsuits.
Morgan Stanley put $1 target on ENER. Might want to short it.
Itron CEO doesn't expect any more fed bux for smart grid. But they may benefit from EU energy laws encouraging smart meters. Itron has 20-25% market share there.
KNDI announced 1,000 EV order from Rome. More large cities to come.
Pepsi unveiled their Bio Bottle. 100% plant-based. Switch grass, pine bar, corn husks, etc. "Far surpassing existing techs." Pilot production in '12. Coke's "plant bottle" 30% plant-based. Boo.
CREE, Varentec, others trying to shrink 4-ton transformers to suitcase size (semiconductors on circuit boards). Grid efficiency could be upped 8-10%. 60 hertz to 20 kHz. Silicon carbide semis. MOSFETs, IGBTs. I love el engineering. Transphorm's GaN converters may be in the mix.
Cal E Commission suspended E renewables rebate program. Questionable aps jumped 600%. Designed for under 30kw. Was US' first incentive program in '98. $8.7M of rebates helped build 577 systems adding up to 3.6MW.
AEBF secured additional $3.5M for startup of 55M gal ethanol plant.
And that's the way we are today. Though I'm pretty sure I've barely covered anything. But it's more than you knew before. Hay. I gotta do something. Trails, pards.
Morgan Stanley put $1 target on ENER. Might want to short it.
Itron CEO doesn't expect any more fed bux for smart grid. But they may benefit from EU energy laws encouraging smart meters. Itron has 20-25% market share there.
KNDI announced 1,000 EV order from Rome. More large cities to come.
Pepsi unveiled their Bio Bottle. 100% plant-based. Switch grass, pine bar, corn husks, etc. "Far surpassing existing techs." Pilot production in '12. Coke's "plant bottle" 30% plant-based. Boo.
CREE, Varentec, others trying to shrink 4-ton transformers to suitcase size (semiconductors on circuit boards). Grid efficiency could be upped 8-10%. 60 hertz to 20 kHz. Silicon carbide semis. MOSFETs, IGBTs. I love el engineering. Transphorm's GaN converters may be in the mix.
Cal E Commission suspended E renewables rebate program. Questionable aps jumped 600%. Designed for under 30kw. Was US' first incentive program in '98. $8.7M of rebates helped build 577 systems adding up to 3.6MW.
AEBF secured additional $3.5M for startup of 55M gal ethanol plant.
And that's the way we are today. Though I'm pretty sure I've barely covered anything. But it's more than you knew before. Hay. I gotta do something. Trails, pards.
CLOSE
(stock #'s in %)
Market pummelled. Down 242/50/24 on mega volume. Oil a quart over $98. A lot of overreaction. But that's what markets do. That's what we the people do in panic. Why panic? We always get through anything. Until we die. I know. Pretty tragic catastrophe there in Japan, Libya, Bahrain. On and on. The market needed a correction. We are there. We are back to where we started the year.
SSHO down 43. PSUD down 23. IAUS down 15. QTMM down 14. CBEH, RVBF down 13. TSPG down 11. XSNX down 9. ESLR down 7 more. QTWW down 6 more. LSCG down 4.
ESRG up 323. Kid you not. APSOQ up 83. GSPI up 33. ICPR up 30. SNRY up 24. HLNT, CRGE up 20. PANL, PSPW, ADES up 18. For real. HYPF up 15. ECOS up 14. NENE up 13. TRKP, WTWO up 10. COMV, EFOI, ENOC up.
Ever get the feeling the market is nuts? And that's how money is made.
Market pummelled. Down 242/50/24 on mega volume. Oil a quart over $98. A lot of overreaction. But that's what markets do. That's what we the people do in panic. Why panic? We always get through anything. Until we die. I know. Pretty tragic catastrophe there in Japan, Libya, Bahrain. On and on. The market needed a correction. We are there. We are back to where we started the year.
SSHO down 43. PSUD down 23. IAUS down 15. QTMM down 14. CBEH, RVBF down 13. TSPG down 11. XSNX down 9. ESLR down 7 more. QTWW down 6 more. LSCG down 4.
ESRG up 323. Kid you not. APSOQ up 83. GSPI up 33. ICPR up 30. SNRY up 24. HLNT, CRGE up 20. PANL, PSPW, ADES up 18. For real. HYPF up 15. ECOS up 14. NENE up 13. TRKP, WTWO up 10. COMV, EFOI, ENOC up.
Ever get the feeling the market is nuts? And that's how money is made.
OPEN
(stock #'s in %)
Market down 52/1/3. Volume normal to light. Oil up over $99. Housing starts lousy. Bahrain in crisis. Libya rebels: "the world has failed us". Japan reactors could be worse than Chernobyl, radioactive snow this morning.
PSRU down 20. WTWO down 15. TSPG down 13.
PANL up 18. Year report: revs doubled to $30M. $20M loss. $1.7B valuation. P/B 28, P/S 60. But new high. Out there building OLEDs. CYBL up 16. CRGE up 14. NENE up 13 more on news yesterday. ENOC up 9. COMV up 8.
Market now down 101/15/8 in the time it took me to report.
Market down 52/1/3. Volume normal to light. Oil up over $99. Housing starts lousy. Bahrain in crisis. Libya rebels: "the world has failed us". Japan reactors could be worse than Chernobyl, radioactive snow this morning.
PSRU down 20. WTWO down 15. TSPG down 13.
PANL up 18. Year report: revs doubled to $30M. $20M loss. $1.7B valuation. P/B 28, P/S 60. But new high. Out there building OLEDs. CYBL up 16. CRGE up 14. NENE up 13 more on news yesterday. ENOC up 9. COMV up 8.
Market now down 101/15/8 in the time it took me to report.
Tuesday, March 15, 2011
STUFF
'95 to '04 global oil spent $2.4T on capital expenditures and gained 12.3mbpd in production, rising to ~85mbpd. But '05 to '10 another $2.4T spent and production fell .05%.
Germany shutting down 7 of their oldest reactors temporarily. That's one bunch of electricity. How are they replacing it?
PWER began shipping inverter products from the China plant. 1GW cap by year end. PWER up last few days.
AMSC acquisition of The Switch (Finn) ($265M) pulls them down short term but Switch makes perm mag generators (eliminating gear boxes). 10% efficiency gains. And for offshore no rust. AMSC goal $1B revs by '14. Calling '11 a "transition year".
Remembering net household worth from stuff a couple days ago. Add in $14T national debt to household debt and it takes avg household debt to $31T. But that's still >$20T less than assets. So, on AVERAGE, we're still in the black. And then maybe we need to assess the assets of the United States. Maybe $14T debt isn't all that bad. O, yea, it is.
Dept of Interior approved the 2nd deepwater permit in the Gulf of Mexico to BHB Billiton. To resume their drilling. Both they and Noble to use Helix Well Containment Group tech to contain the oil in case of a spill. Yea. Good luck with that.
Congressional Research Service suggests USA has world's largest recoverable resources of oil, NG, coal. Really. I gotta read up on that report.
Egypt's resumption of NG deliveries to Israel delayed. Possibly because Israel intercepted Iran's shipment of arms to Gaza?
AB InBev on track for water usage to lead world for brewing. 30% redux from '07.
FED: Econ recovery on "firmer footing". How many feet are they counting?
Greenspan: "Regs slowing growth." Sorry, but should we really listen to Mister Bubblecrash?
Me: "Taxes". Fix them. Simplify them. Make them make common and economic sense.
Germany shutting down 7 of their oldest reactors temporarily. That's one bunch of electricity. How are they replacing it?
PWER began shipping inverter products from the China plant. 1GW cap by year end. PWER up last few days.
AMSC acquisition of The Switch (Finn) ($265M) pulls them down short term but Switch makes perm mag generators (eliminating gear boxes). 10% efficiency gains. And for offshore no rust. AMSC goal $1B revs by '14. Calling '11 a "transition year".
Remembering net household worth from stuff a couple days ago. Add in $14T national debt to household debt and it takes avg household debt to $31T. But that's still >$20T less than assets. So, on AVERAGE, we're still in the black. And then maybe we need to assess the assets of the United States. Maybe $14T debt isn't all that bad. O, yea, it is.
Dept of Interior approved the 2nd deepwater permit in the Gulf of Mexico to BHB Billiton. To resume their drilling. Both they and Noble to use Helix Well Containment Group tech to contain the oil in case of a spill. Yea. Good luck with that.
Congressional Research Service suggests USA has world's largest recoverable resources of oil, NG, coal. Really. I gotta read up on that report.
Egypt's resumption of NG deliveries to Israel delayed. Possibly because Israel intercepted Iran's shipment of arms to Gaza?
AB InBev on track for water usage to lead world for brewing. 30% redux from '07.
FED: Econ recovery on "firmer footing". How many feet are they counting?
Greenspan: "Regs slowing growth." Sorry, but should we really listen to Mister Bubblecrash?
Me: "Taxes". Fix them. Simplify them. Make them make common and economic sense.
CLOSE
Market down 137/33/14. Volume huge. Oil was down.
Well, what we have going on, I believe, is a correction. Corrections run 10 to 20 percent. We got to 12.4k Dow, so 20% would be 2,400 points. Would take us back to below 10k. Hm. Maybe we will do 1,200 points.
So. PSPW down 27. With volume. PSRU down 26. Pretty good volume. ECOS down 14. MDTL, BHWX down 12. NPWZ, NEXS down 10. COMV down 8. A buy. In my world. LSCG down 5. How low are they going to go? QTWW down 4 more. Same Q.
WPNV up 30. Why not? ENSL up 28. Sure. XSNX up 25. Who didn't see that coming? FEWP up 18. SNRY, NENE up 17. Jeeze Leweeze. VNDB up 12. NTCXF up 12. QTMM up 16. AFPW, FDEI up 11. CSIQ, BWEN, SPWRA, LTBR up 10.
And that's the that.
Well, what we have going on, I believe, is a correction. Corrections run 10 to 20 percent. We got to 12.4k Dow, so 20% would be 2,400 points. Would take us back to below 10k. Hm. Maybe we will do 1,200 points.
So. PSPW down 27. With volume. PSRU down 26. Pretty good volume. ECOS down 14. MDTL, BHWX down 12. NPWZ, NEXS down 10. COMV down 8. A buy. In my world. LSCG down 5. How low are they going to go? QTWW down 4 more. Same Q.
WPNV up 30. Why not? ENSL up 28. Sure. XSNX up 25. Who didn't see that coming? FEWP up 18. SNRY, NENE up 17. Jeeze Leweeze. VNDB up 12. NTCXF up 12. QTMM up 16. AFPW, FDEI up 11. CSIQ, BWEN, SPWRA, LTBR up 10.
And that's the that.
OPEN
(stock #'s in %)
Market plunge 212/51/24. Was lower, of course, minutes after open. Volume hot and heavy, but now slowing. Oil under $98. We were due for a correction. Mideast, oil, Japan gave it substance.
PSRU down 26. URRE down another 17. Except for Japan, the world is still buying uranium. AMEL down 16. Back on 50-day lines. PSPW down 13. SYNM down 11. Back into their lines. COMV, POWR more new lows.
But what's a market without ups. ENSL up 28. Recent double-low. XSNX up 26. Never know when. Never know why. Another double-low last few weeks. BWEN up 19 on contract. SNRY up 17. HYPF up 16. ASTI up 12. FDEI up 11. Yep. Website back up and an 800 number. What the hell.
Market plunge 212/51/24. Was lower, of course, minutes after open. Volume hot and heavy, but now slowing. Oil under $98. We were due for a correction. Mideast, oil, Japan gave it substance.
PSRU down 26. URRE down another 17. Except for Japan, the world is still buying uranium. AMEL down 16. Back on 50-day lines. PSPW down 13. SYNM down 11. Back into their lines. COMV, POWR more new lows.
But what's a market without ups. ENSL up 28. Recent double-low. XSNX up 26. Never know when. Never know why. Another double-low last few weeks. BWEN up 19 on contract. SNRY up 17. HYPF up 16. ASTI up 12. FDEI up 11. Yep. Website back up and an 800 number. What the hell.
Monday, March 14, 2011
STUFF
Japan was moved 8 feet to the West.
They imported 4.4mbpd of oil in '10. 10 reactors were shut down. 5 thermal plants shutdown. At least 5 oil refineries were shut, capacity 1.2mbpd (1/4 of total refining cap.). At least 2 damaged by tsunami.
MSFT moving into bldg E mgmt, E demand response. "Tech can reduce 20% of E costs." Also, predictive analysis (wind/solar/atmos).
Solazyme filed for IPO. Want $100M. Who doesn't. $38M revs in '10, lost $13.7M. Amyris almost double since IPO last year.
They imported 4.4mbpd of oil in '10. 10 reactors were shut down. 5 thermal plants shutdown. At least 5 oil refineries were shut, capacity 1.2mbpd (1/4 of total refining cap.). At least 2 damaged by tsunami.
MSFT moving into bldg E mgmt, E demand response. "Tech can reduce 20% of E costs." Also, predictive analysis (wind/solar/atmos).
Solazyme filed for IPO. Want $100M. Who doesn't. $38M revs in '10, lost $13.7M. Amyris almost double since IPO last year.
CLOSE
(stock #'s in %)
Market down 51/14/7. Volume a touch above normal. Oil over $101.
CPWY down 37. WPNV down 29. SNRY down 28. URRE down 24. CLNO down 20. NACF, QTMM down 11. POWR down 10. Should be a buy. EVCA down 8.
PSRU up 61. PSPW up 16 more. CYBL up 14. PWER up 11. CSKH up 10 more. Over all lines.
Market down 51/14/7. Volume a touch above normal. Oil over $101.
CPWY down 37. WPNV down 29. SNRY down 28. URRE down 24. CLNO down 20. NACF, QTMM down 11. POWR down 10. Should be a buy. EVCA down 8.
PSRU up 61. PSPW up 16 more. CYBL up 14. PWER up 11. CSKH up 10 more. Over all lines.
OPEN
(stock #'s in %)
Market down 62/15/9. Volume normal. Oil under $101. Yahoo portfolio pages not working.
URRE down 22 on nuclear issues (Japan, call for moratorium). WWPW down 11. AMSC down 8 more, new 12-month low, on news of purchase. Probably a buy in here. POWR down another 7, another new low. COMV down 4 more, another new low. CSIQ down 4 more while other Chinese solars up.
PWER up 8. NPWZ up 8. HSOL up 6. JASO up 4.
Market down 62/15/9. Volume normal. Oil under $101. Yahoo portfolio pages not working.
URRE down 22 on nuclear issues (Japan, call for moratorium). WWPW down 11. AMSC down 8 more, new 12-month low, on news of purchase. Probably a buy in here. POWR down another 7, another new low. COMV down 4 more, another new low. CSIQ down 4 more while other Chinese solars up.
PWER up 8. NPWZ up 8. HSOL up 6. JASO up 4.
Friday, March 11, 2011
3:30P
(stock #'s in %)
Petering out to a close. Market up 102/22/11. Volume Friday normal.
PSPW up 34. PSUD up 30. CLNE up 11.
RNNM down 33. ENER down 21. NGBF down 19. AMEL down 15. POWR down 13. Could buy that one. WTWO down 13. PSRU down 12. PWER down 8 more. Could buy this one.
Petering out to a close. Market up 102/22/11. Volume Friday normal.
PSPW up 34. PSUD up 30. CLNE up 11.
RNNM down 33. ENER down 21. NGBF down 19. AMEL down 15. POWR down 13. Could buy that one. WTWO down 13. PSRU down 12. PWER down 8 more. Could buy this one.
STUFF
Net worth of US households rose to $56.8T in 4Q10, up ~$2.1T from 3Q, up 6% from 4Q09. Assets $70.7T, liabilities $13.9T. Value of corporate equities rose $1T to $8.5T in 4Q (S&P up >10%). Feel better now?
OPEN
(stock #'s in %)
Market down 16/3/0. Volume normal. Oil down under $101. The shocker from Japan. A lot of loss. A lot of recovery coming. I would think this Q will also come in negative GDP for them. And they're riding on debt at 200% of GDP too. And insurance rate hikes coming? But no news on Saudi "day of rage".
CRGE down 23. ENER down 22 on yesterday's late news. Already up 10% off earlier bottom. NGBF down 19. AEGY down 16. AMEL down 13. POWR down 12, all the way back after their jump. ESLR down 9 more. Are they bankrupt yet? More news today of not paying back state.
PSPW up 53 more on news they got a $50M loan. CLNO up 11. WTWO up 8. CLNE up 6 on year report.
Market down 16/3/0. Volume normal. Oil down under $101. The shocker from Japan. A lot of loss. A lot of recovery coming. I would think this Q will also come in negative GDP for them. And they're riding on debt at 200% of GDP too. And insurance rate hikes coming? But no news on Saudi "day of rage".
CRGE down 23. ENER down 22 on yesterday's late news. Already up 10% off earlier bottom. NGBF down 19. AEGY down 16. AMEL down 13. POWR down 12, all the way back after their jump. ESLR down 9 more. Are they bankrupt yet? More news today of not paying back state.
PSPW up 53 more on news they got a $50M loan. CLNO up 11. WTWO up 8. CLNE up 6 on year report.
Thursday, March 10, 2011
CLOSE
(stock #'s in %)
Market down 228/50/24. Volume heavy. Oil over $102.
ENER down 28 after hours after news they're slashing production. NACF down 27. WTWO down 18. CSIQ down 17 on their report. XDSL down 12. NGBF, POWR down 10. ESLR down 5 on their report, new low. Wrote off $400M 4Q, going to focus on becoming solar wafer supplier. BWEN down 5, also new low.
AEBF up 30. AFPW up 17. AMEL reversed themselves, up 16. AEGY, CABN, CYBL up 14. PSPW up 11 more. NPWZ up 10. Ditto LIME after hours on year report. UBRG up 5. Reported 4Q revs at $20M, matching 1st 3 quarters total. Jumped to 5 cents but came back.
Happy trails pards.
Market down 228/50/24. Volume heavy. Oil over $102.
ENER down 28 after hours after news they're slashing production. NACF down 27. WTWO down 18. CSIQ down 17 on their report. XDSL down 12. NGBF, POWR down 10. ESLR down 5 on their report, new low. Wrote off $400M 4Q, going to focus on becoming solar wafer supplier. BWEN down 5, also new low.
AEBF up 30. AFPW up 17. AMEL reversed themselves, up 16. AEGY, CABN, CYBL up 14. PSPW up 11 more. NPWZ up 10. Ditto LIME after hours on year report. UBRG up 5. Reported 4Q revs at $20M, matching 1st 3 quarters total. Jumped to 5 cents but came back.
Happy trails pards.
STUFF
Latest report that Saudis have increased production by .5mbpd. (Their "day of rage" on the morrow). Kuwait, UAE, Nigeria reported to be adding another .3mbpd. That covers half of Libya's previous production and most of its previous exports. EIA members hold stockpiles equiv. to 3 yrs of Libyan exports. I did the math. ~1.1B bls. Maybe a little more.
EIA raised forecast of avg '11 price of WTI from $93 to $102. Avg. cost of crude to refiners raised from $91 to $105 (figures in Brent I think). Forecast retail gas price avg. of $3.71 this summer.
US solar sector grew 67% in '10. $6B, up from $3.6B, 956MW, 878 of that PV, the rest CSP. That says ~$6/W. Pretty steep. 5% of global installs, down from 6.5% in '09. 17GW global. Forecast for US installs to double in '11. 41 CSP projects - 9GW - under development. US production of solar modules up 62% in '10. Wafer production up 97%, solar cells up 81%. 3 solar plants closed in '10 - BP's in MD, SpectraWatts' in NY and ESLR's in MA. 3 to be built in '11 - by Wacker Chemie, Flextronics and Stion.
Gevo bought an ethanol plant in MN to convert it to isobutanol production. 18M gal./yr. Easily converts into butylene, in short supply, usually made from oil. Gevo recently raised $100M, plans to buy more eth plants. Also university research into butanol from bacteria. BP, DuPont partners in the biz too.
India has >7GW tidal power potential. Where there's coast ...
MIT working on liquid metal battery using molten antimony and magnesium with electrolyte between. A shot at being cheaper than sodium/sulfur batts. $7M from ARPA-E, $4M from Total. Now spun out into Liquid Metal Battery Comp.
IBM selected by Progress Energy (soon to be Duke) as lead systems integrator (software, etc.) for $520M smart grid project at utilites in Carolinas and FL. $200M stimulus grant from DOE.
And that is pretty much the that.
EIA raised forecast of avg '11 price of WTI from $93 to $102. Avg. cost of crude to refiners raised from $91 to $105 (figures in Brent I think). Forecast retail gas price avg. of $3.71 this summer.
US solar sector grew 67% in '10. $6B, up from $3.6B, 956MW, 878 of that PV, the rest CSP. That says ~$6/W. Pretty steep. 5% of global installs, down from 6.5% in '09. 17GW global. Forecast for US installs to double in '11. 41 CSP projects - 9GW - under development. US production of solar modules up 62% in '10. Wafer production up 97%, solar cells up 81%. 3 solar plants closed in '10 - BP's in MD, SpectraWatts' in NY and ESLR's in MA. 3 to be built in '11 - by Wacker Chemie, Flextronics and Stion.
Gevo bought an ethanol plant in MN to convert it to isobutanol production. 18M gal./yr. Easily converts into butylene, in short supply, usually made from oil. Gevo recently raised $100M, plans to buy more eth plants. Also university research into butanol from bacteria. BP, DuPont partners in the biz too.
India has >7GW tidal power potential. Where there's coast ...
MIT working on liquid metal battery using molten antimony and magnesium with electrolyte between. A shot at being cheaper than sodium/sulfur batts. $7M from ARPA-E, $4M from Total. Now spun out into Liquid Metal Battery Comp.
IBM selected by Progress Energy (soon to be Duke) as lead systems integrator (software, etc.) for $520M smart grid project at utilites in Carolinas and FL. $200M stimulus grant from DOE.
And that is pretty much the that.
OPEN
(stock #'s in %)
Market down 190/50/20. Volume slightly heavy. Oil down to $101. Spain downgrade. China Feb trade deficit. Japan 4Q GDP down 1.3%. US deficit $223B in Feb, higher trade deficit and we have higher unemployment claims. Any good news in there?
CYBL up 14. FCEL up 6 on year report.
RNNM down 52. NACF down 28. SLPO down 25. MKTY down 21. CSIQ down 14 on their year report despite turning a profit.
Market down 190/50/20. Volume slightly heavy. Oil down to $101. Spain downgrade. China Feb trade deficit. Japan 4Q GDP down 1.3%. US deficit $223B in Feb, higher trade deficit and we have higher unemployment claims. Any good news in there?
CYBL up 14. FCEL up 6 on year report.
RNNM down 52. NACF down 28. SLPO down 25. MKTY down 21. CSIQ down 14 on their year report despite turning a profit.
Wednesday, March 9, 2011
CLOSE
(stock #'s in %)
Market down 1/14/1. Forgot to check volume but I'm guessing it didn't shift out of normal. Also forgot to check oil but i hear it went down a tweak. Didn't even check in on nano board. I got distracted I guess. Opened up the Thanksgiving that didn't happen champagne. True story. Hay pal. And we are waiting for....
FRBE up 80. GWSC up 50. WTWO up 48. POWR up 21. CBWP up 18. AVAV up 13. IAUS up 11. VSPC, AMEL, HRTE, RNNM up 10. And BYDDF up another 3.
EVCA down 33. PSUD down 23. CYBL down 22. EMKR down 21. EMKR down 21. O, did I repeat that? AEGY down 18. NPWZ down 14. Won't show up on Yahoo for some dam reason. SNRY down 13. HYPF down 12. ECOS down 11. CABN, HYEG down 10. APWR down 9. XSNX down 8. IFXY, WPNV down 7. ESLR down 6 after hours on Y report. CREE down 5, new 12-month low. And RSOL down 3.
Happy trails.
Market down 1/14/1. Forgot to check volume but I'm guessing it didn't shift out of normal. Also forgot to check oil but i hear it went down a tweak. Didn't even check in on nano board. I got distracted I guess. Opened up the Thanksgiving that didn't happen champagne. True story. Hay pal. And we are waiting for....
FRBE up 80. GWSC up 50. WTWO up 48. POWR up 21. CBWP up 18. AVAV up 13. IAUS up 11. VSPC, AMEL, HRTE, RNNM up 10. And BYDDF up another 3.
EVCA down 33. PSUD down 23. CYBL down 22. EMKR down 21. EMKR down 21. O, did I repeat that? AEGY down 18. NPWZ down 14. Won't show up on Yahoo for some dam reason. SNRY down 13. HYPF down 12. ECOS down 11. CABN, HYEG down 10. APWR down 9. XSNX down 8. IFXY, WPNV down 7. ESLR down 6 after hours on Y report. CREE down 5, new 12-month low. And RSOL down 3.
Happy trails.
STUFF
Dow Chem, Solazyme announced joint venture to develop transformer insulation fluid out of algae. 20M gal in '13, 60M by '15. 500M gal dielectric fluid sold/year. Algae from gene-modified microbes that feed on sugar in fermentation kettles. "Green lightning" I just called it. Last year, US Navy ordered 150k gal algae jet fuel from Sola. IPO in the works.
Yesterday, Monsanto invested in Sapphire Energy, who wants to grow gene-mod algae in open ponds.
Alta Devices got another $72M from plethora of VC's. Developing very thin layers of gallium arsenide for solar PV. Aiming for 30% efficiency @ module costs of <50 cents/W. 23 patents, 11 PhD's. One of founders discovered photonic crystals.
Bridgelux says silicon LEDs 2-3 years from market. Could cut bulb cost $7.50 or more. Gallium nitride LEDs "grown" on silicon wafers instead of sapphire or silicon carbide. Still making them in the US but being courted from abroad.
NatGas still holding @ 3:1 price advantage over oil in equivalent energy.
'07 National Petro Council study: ~60% of E produced is lost from poor insulation, gas guzzlers, suboptimal power plants, etc.
India's coal reserves "vastly overstated". Imports set to grow to 142M tons from 83M this year.
Saudi econ $430B GDP. And 44% of Eqyptians live on less than $2/day.
Vaya con Dios pards.
Yesterday, Monsanto invested in Sapphire Energy, who wants to grow gene-mod algae in open ponds.
Alta Devices got another $72M from plethora of VC's. Developing very thin layers of gallium arsenide for solar PV. Aiming for 30% efficiency @ module costs of <50 cents/W. 23 patents, 11 PhD's. One of founders discovered photonic crystals.
Bridgelux says silicon LEDs 2-3 years from market. Could cut bulb cost $7.50 or more. Gallium nitride LEDs "grown" on silicon wafers instead of sapphire or silicon carbide. Still making them in the US but being courted from abroad.
NatGas still holding @ 3:1 price advantage over oil in equivalent energy.
'07 National Petro Council study: ~60% of E produced is lost from poor insulation, gas guzzlers, suboptimal power plants, etc.
India's coal reserves "vastly overstated". Imports set to grow to 142M tons from 83M this year.
Saudi econ $430B GDP. And 44% of Eqyptians live on less than $2/day.
Vaya con Dios pards.
OPEN
(stock #'s in %)
Market down 45/25/9. Volume normal. Oil over $105.
ESRG up 300. Just had to throw that in. WTWO up 48 more. Over double in 5 days. CBWP up 19. SSHO up 16. LEOM, HRTE up 15. AVAV up 11 on year report. COMV up 8 on theirs despite another $30M loss. Might be shorting.
CYBL down 22. HYEG down 20. AEGY down 18. EVCA, EMKR down 14. EMKR report out today after close. SNRY, RNNM down 13. APWR down 10, new 12-month low, on news.
Market down 45/25/9. Volume normal. Oil over $105.
ESRG up 300. Just had to throw that in. WTWO up 48 more. Over double in 5 days. CBWP up 19. SSHO up 16. LEOM, HRTE up 15. AVAV up 11 on year report. COMV up 8 on theirs despite another $30M loss. Might be shorting.
CYBL down 22. HYEG down 20. AEGY down 18. EVCA, EMKR down 14. EMKR report out today after close. SNRY, RNNM down 13. APWR down 10, new 12-month low, on news.
Tuesday, March 8, 2011
CLOSE
(stock #'s in %)
Market up 124/20/11. Volume normal. Oil under $105. Kadaffy gaining ground, sounds like.
EVCA up 45. Back up to top line. CSKH, VNDB up 33. CSKH over top line. AEGY up 26. HYPF up 25. PSPW up 19. ECOS up 18. INTK up another 12. 3-day rally almost double. WTWO up another 11. RBCN up 10. A pretty big dog. Over top line.
RVBF down 27. PSRU down 20. RNNM down 17. SNRY down 16. SYNM, LEOM, HRTE down 14. AMEL down 10.
Well, it happened. Happy fat Tuesday.
Market up 124/20/11. Volume normal. Oil under $105. Kadaffy gaining ground, sounds like.
EVCA up 45. Back up to top line. CSKH, VNDB up 33. CSKH over top line. AEGY up 26. HYPF up 25. PSPW up 19. ECOS up 18. INTK up another 12. 3-day rally almost double. WTWO up another 11. RBCN up 10. A pretty big dog. Over top line.
RVBF down 27. PSRU down 20. RNNM down 17. SNRY down 16. SYNM, LEOM, HRTE down 14. AMEL down 10.
Well, it happened. Happy fat Tuesday.
STUFF
Sauds have drafted 10k new soldiers for Friday's "day of rage". And, reportedly, Abdullah told Bahrain to shut down the Shi'ite uprising or he will. Protestors planning to put women in front lines.
6 utility company execs in Europe called on EU to adopt target of 25% GHG redux by '20. 20% target now. 25% the most cost-efficient path to 80-95% redux by '50: EC. "Tackling climate change should be a race to the top, not settling for lowest common denominator". These guys sound serious.
In late Jan, China released standards of rules, restrictions for polysilicon makers. Site selection, E consumption, enviro protection, capacity, etc. Serious fall-out to occur but ultimate increase in quality, enviro protection and decrease in production costs.
Russia now the largest oil producer in the world (9.93mbpd). And largest NG reserves. Saud has highest oil reserves (260B bls). Russia 60B. The math: 16 years of Russian oil left at present production. Canada 2nd in reserves (175B bls). Production now ~ 3.5mbpd. Africa may have last great oil fields on earth to tap.
Annual soiree in Houston this week on E outlook (CERA week). Hess: demand growing 1mbpd/yr. 1B cars this year will be 2B by '50. Says we've pulled 1T bls out of ground so far (pretty much the wisdom), and 2T left (that's a double on conventional thought). Surplus production capacity 3-4mbpd, he added. And his answer is more drilling and more NG elgen.
Malaysia racing to finish world's largest refinery ($230M) for rare-earth minerals. First to be built outside China in almost 3 decades. Low-level radioactive waste problem. Australia's Lynas building it to refine its ore from the AU desert. Could produce 1/3 of world demand outside China. Would've cost 4X to build it in AU. Could produce $1.7B/yr at current prices. Malaysia's last RE refinery, operated by Mitsubishi, now 1 of Asia's largest radioactive waste cleanup sites.
$700M green E venture cap funding in Feb, down from Jan's $1B. >30 deals.
Oman @ 30tcf NG reserves ahead of Iran, 2nd to Russia. S.Korea, JP main customers. 863kbpd oil production in '10. Are the demonstrations quieted?
Gazprom increased NG shipments to Italy to help compensate for Libyan loss.
Green Plains (GPRE) expects US ethanol exports to double in '11 from '10's 400M gal.
And that, pards, is the way it is. As I gleaned it anyway.
6 utility company execs in Europe called on EU to adopt target of 25% GHG redux by '20. 20% target now. 25% the most cost-efficient path to 80-95% redux by '50: EC. "Tackling climate change should be a race to the top, not settling for lowest common denominator". These guys sound serious.
In late Jan, China released standards of rules, restrictions for polysilicon makers. Site selection, E consumption, enviro protection, capacity, etc. Serious fall-out to occur but ultimate increase in quality, enviro protection and decrease in production costs.
Russia now the largest oil producer in the world (9.93mbpd). And largest NG reserves. Saud has highest oil reserves (260B bls). Russia 60B. The math: 16 years of Russian oil left at present production. Canada 2nd in reserves (175B bls). Production now ~ 3.5mbpd. Africa may have last great oil fields on earth to tap.
Annual soiree in Houston this week on E outlook (CERA week). Hess: demand growing 1mbpd/yr. 1B cars this year will be 2B by '50. Says we've pulled 1T bls out of ground so far (pretty much the wisdom), and 2T left (that's a double on conventional thought). Surplus production capacity 3-4mbpd, he added. And his answer is more drilling and more NG elgen.
Malaysia racing to finish world's largest refinery ($230M) for rare-earth minerals. First to be built outside China in almost 3 decades. Low-level radioactive waste problem. Australia's Lynas building it to refine its ore from the AU desert. Could produce 1/3 of world demand outside China. Would've cost 4X to build it in AU. Could produce $1.7B/yr at current prices. Malaysia's last RE refinery, operated by Mitsubishi, now 1 of Asia's largest radioactive waste cleanup sites.
$700M green E venture cap funding in Feb, down from Jan's $1B. >30 deals.
Oman @ 30tcf NG reserves ahead of Iran, 2nd to Russia. S.Korea, JP main customers. 863kbpd oil production in '10. Are the demonstrations quieted?
Gazprom increased NG shipments to Italy to help compensate for Libyan loss.
Green Plains (GPRE) expects US ethanol exports to double in '11 from '10's 400M gal.
And that, pards, is the way it is. As I gleaned it anyway.
OPEN
(stock #'s in %)
Market up 80/16/8. Volume fairly normal. Oil below $105.
EVCA break out, up 43. PSPW up another 26. LEOM up another 18. MDTL, WTWO both up another 11.
AMEL, HRTE down 8.
Market up 80/16/8. Volume fairly normal. Oil below $105.
EVCA break out, up 43. PSPW up another 26. LEOM up another 18. MDTL, WTWO both up another 11.
AMEL, HRTE down 8.
Monday, March 7, 2011
EXTRA
(stock #'s in %)
Here are the Yahoo closing numbers:
INTK up another 18. CPST up 5, a new 12-month high. But look at the volume and P/S, P/B and valuation numbers. I would short it except it's like an emergency power source. AMEL down 14. Do they have lithium or not? ECOS down 15. EMKR gangbuster volume on new high. ENER a new low. ESLR P/B, P/S numbers pretty insane. LEOM still says up 136. G, that's not a bad day. PSPW up 45. PWER down 5. RNNM down 22. RVBF up 38. SNRY down 21. UBRG down 16. New oil and NG discovery. WTWO up 12 more.
Here are the Yahoo closing numbers:
INTK up another 18. CPST up 5, a new 12-month high. But look at the volume and P/S, P/B and valuation numbers. I would short it except it's like an emergency power source. AMEL down 14. Do they have lithium or not? ECOS down 15. EMKR gangbuster volume on new high. ENER a new low. ESLR P/B, P/S numbers pretty insane. LEOM still says up 136. G, that's not a bad day. PSPW up 45. PWER down 5. RNNM down 22. RVBF up 38. SNRY down 21. UBRG down 16. New oil and NG discovery. WTWO up 12 more.
STUFF
OPTT completed their first new-gen "utility-scale" (150kw) ocean wave power device, being prepared for trials off Scotland. A 2nd unit under construction for proposed trials off OR coast. Planned projects also for AU, JP.
An Italian company, Repsol, to explore Alaska North Slope for oil with 2 CO comps, the largest lease holders in AK - 750 sq.mi.. USGS says ~900M bls undiscovered oil in National Petro Reserve (unfortunately ~90% < the '02 estimate).
Tanzania plans to shut down major hydro plants, the country's main power source, due to severe drought.
The drought has eased in China's wheat belt from 7.5M hectares to 2.5M. 14M people were mobilized for irrigation.
New wells drilled so far this year in Barents, Norwegian and North Seas have come up dry.
JASO and WFR partnering up on solar cell production in China. Phase 1 250MW capacity, possible expansion to 1GW.
One quarter of China's constructed wind power is still not connected to the grid. 31GW on grid, almost 42GW built.
Transphorm unveiled their 1st product: gallium nitride diodes for power converters. 99% efficient. Transistor coming in a couple weeks.
So. Happy trails, me pards.
An Italian company, Repsol, to explore Alaska North Slope for oil with 2 CO comps, the largest lease holders in AK - 750 sq.mi.. USGS says ~900M bls undiscovered oil in National Petro Reserve (unfortunately ~90% < the '02 estimate).
Tanzania plans to shut down major hydro plants, the country's main power source, due to severe drought.
The drought has eased in China's wheat belt from 7.5M hectares to 2.5M. 14M people were mobilized for irrigation.
New wells drilled so far this year in Barents, Norwegian and North Seas have come up dry.
JASO and WFR partnering up on solar cell production in China. Phase 1 250MW capacity, possible expansion to 1GW.
One quarter of China's constructed wind power is still not connected to the grid. 31GW on grid, almost 42GW built.
Transphorm unveiled their 1st product: gallium nitride diodes for power converters. 99% efficient. Transistor coming in a couple weeks.
So. Happy trails, me pards.
CLOSE
(stock #'s in %)
Market down 79/39/11. Volume pretty normal, especially considering. Of course, New England got knocked out by 2 inches of snow. Or was it feet? Oil only up 50 cent, close to $105. And Kadaffy continues to kill his people. Only in this world.
And I can't give you firm numbers today. I'll give you an example why. UBRG closed Friday at .051 cents. I know that because I owned it. But TD Ameritrade (!) had Friday's close at .035 cents all frackin day. So, while they say UBRG was up 20%, Yahoo (and my books) showed a 14% loss, or something like that. And there were several more stocks like that today. Now, how can we deal with a Wall St. like that?
Therefore, I can only TRY to give you some more numbers. LEOM up 52. Maybe. PSPW up 45. Maybe. MDTL up 23. Maybe. (I think you get the idea).
SNRY down 21. Who knows. HRTE down 16. Ditto and ditto for the rest to follow. WPNV, ECOS down 15. AMEL down 14. NENE down another 7. I think. And JASO down 3, on news, going under their 200-day lines.
Well, we can only hope things are straighter tomorrow.
Market down 79/39/11. Volume pretty normal, especially considering. Of course, New England got knocked out by 2 inches of snow. Or was it feet? Oil only up 50 cent, close to $105. And Kadaffy continues to kill his people. Only in this world.
And I can't give you firm numbers today. I'll give you an example why. UBRG closed Friday at .051 cents. I know that because I owned it. But TD Ameritrade (!) had Friday's close at .035 cents all frackin day. So, while they say UBRG was up 20%, Yahoo (and my books) showed a 14% loss, or something like that. And there were several more stocks like that today. Now, how can we deal with a Wall St. like that?
Therefore, I can only TRY to give you some more numbers. LEOM up 52. Maybe. PSPW up 45. Maybe. MDTL up 23. Maybe. (I think you get the idea).
SNRY down 21. Who knows. HRTE down 16. Ditto and ditto for the rest to follow. WPNV, ECOS down 15. AMEL down 14. NENE down another 7. I think. And JASO down 3, on news, going under their 200-day lines.
Well, we can only hope things are straighter tomorrow.
OPEN
(stock #'s in %)
Market down 12/25/4 after opening up. Volume light. Oil almost $106.
Some crazy numbers, as usual. LEOM up 84 on a bounceback. WTWO up 78. CBWP up 33. WWPW up 30 on news they're selling Ontario wind farms. MDTL up 28. NACF up 18. ZAAP up 11 more, back to a buck. PLUG up 8. EMKR up 4, another new high.
SNRY down 13. UBRG down 12. AMEL down 11. HRTE down 9. NENE down 8 more. EVCA down 6. BWEN down 3, another new low.
Market down 12/25/4 after opening up. Volume light. Oil almost $106.
Some crazy numbers, as usual. LEOM up 84 on a bounceback. WTWO up 78. CBWP up 33. WWPW up 30 on news they're selling Ontario wind farms. MDTL up 28. NACF up 18. ZAAP up 11 more, back to a buck. PLUG up 8. EMKR up 4, another new high.
SNRY down 13. UBRG down 12. AMEL down 11. HRTE down 9. NENE down 8 more. EVCA down 6. BWEN down 3, another new low.
Sunday, March 6, 2011
STUFF
As I ate my microwaved little bowl of black beans, red kidney beans, barley, lentils, blackeye peas, collard greens, carrots, onions, cranberries and local-growned potato with extra sharp cheddar and slices of whole wheat bread with I Can't Believe It's Not Butter spread on them, I red about this:
the Brit Gov just completed a 2-yr study only to find that by 2050 global food supplies won't be sufficient to feed everyone. Food prod. must rise 70% to feed the 9B of us by then. Well, unless most of America goes on a diet. Conflict over land, water and energy will hamper food prod. And, by the by, the recent rise in food prices, the global econ "slump" and the floods and droughts forced another 115M peeps into poverty and hunger. >1B of us go hungry every day. And many die of it. Especially children. Govs are now stockpiling grains. Yr on yr, corn is up 83%, wheat 75%, soybeans 56%. Rice had a recent surge of 250%. Sugar @ 30-yr highs. 60 food riots in 30 countries in recent years. Megatrends: 1, rapid reduction in arable land; 2, fast growing population; 3, water shortages; 4, changing diets; and 5, decreasing crop yields. My thought is what about sucking out ocean water (through reverse osmosis plants) and piping it into land areas in need of ag water? We pipe oil and natural gas, we can surely pipe water. And the oceans are full of it. And we can power the osmosis plants with nuke, solar, wind, whatever. It could solve 1 and 3 and maybe 5 of the above-mentioned megatrends. What we seem to have is a lack of will and/or leadership from our elected officials. It sickens our souls. It hurts our hearts. Where is the care?
Ay carumba. Onward and upward, fellow pards.
the Brit Gov just completed a 2-yr study only to find that by 2050 global food supplies won't be sufficient to feed everyone. Food prod. must rise 70% to feed the 9B of us by then. Well, unless most of America goes on a diet. Conflict over land, water and energy will hamper food prod. And, by the by, the recent rise in food prices, the global econ "slump" and the floods and droughts forced another 115M peeps into poverty and hunger. >1B of us go hungry every day. And many die of it. Especially children. Govs are now stockpiling grains. Yr on yr, corn is up 83%, wheat 75%, soybeans 56%. Rice had a recent surge of 250%. Sugar @ 30-yr highs. 60 food riots in 30 countries in recent years. Megatrends: 1, rapid reduction in arable land; 2, fast growing population; 3, water shortages; 4, changing diets; and 5, decreasing crop yields. My thought is what about sucking out ocean water (through reverse osmosis plants) and piping it into land areas in need of ag water? We pipe oil and natural gas, we can surely pipe water. And the oceans are full of it. And we can power the osmosis plants with nuke, solar, wind, whatever. It could solve 1 and 3 and maybe 5 of the above-mentioned megatrends. What we seem to have is a lack of will and/or leadership from our elected officials. It sickens our souls. It hurts our hearts. Where is the care?
Ay carumba. Onward and upward, fellow pards.
Friday, March 4, 2011
CLOSE
(stock #'s in %)
Market down 88/14/9. Volume heavy for a Friday. Oil $105. Yeppy do. Over $80 is recessionary.
UBRG up 4. ZAAP up 31. WTWO up 21. SNRY up 17. SYNM up 16. NACF up 15. PSPW up 14. ENOC up 13 on FERC decision. EMKR up 9. ENER down 2, another new 12-month low.
And may we all have a good weekend, A pards?
Market down 88/14/9. Volume heavy for a Friday. Oil $105. Yeppy do. Over $80 is recessionary.
UBRG up 4. ZAAP up 31. WTWO up 21. SNRY up 17. SYNM up 16. NACF up 15. PSPW up 14. ENOC up 13 on FERC decision. EMKR up 9. ENER down 2, another new 12-month low.
And may we all have a good weekend, A pards?
STUFF
Alltech Algae ribbon cut on $200M plant in KY. Production start April.
Diversified Tech (MA) intro'd pulsed el field tech to streamline oil extraction fm algae early in biorefining. Low-cost, low-E process takes price to 10 cents/gal fm $1.75 for conventional drying.
Fed gov spent $15B fm 1789 to 1900.
Joule Unlimited (MA) says they've invented a genetically engineered organism to secrete diesel or ethanol w/sunlight, water and CO2 @ market price. NREL says "unproved". Plans to build demo this yr.
World PV solar production capacity increased ~70% in '10, to near 30GW. One estimate 35GW by mid '11 w/ projected installs 1/5 of that. '10 installs were >double '09. Possibly more bankable figures 25GW production, 17-18GW demand.
Italy, as reported, scaling back solar incentives and now France dropping solar FITs for biogas. 20% drop for solar. Maybe 500MW/yr cap. They installed 720MW in '10, doubling '09. 1GW total installed. (800MW installed in US in '10).
Wind installs in France remained steady freddy @ ~1GW last year. Total cap now 5.7GW, 1.8% total grid supply. 3.7GW wind, 4.1GW solar awaiting grid connect.
Germany still has 3.5GW/yr install target for solar or wind I'm guessing. Est. 7GW installed and supplying 40% of world demand. That may be solar. Go you Germans.
Frost Sullivan: Nigeria 80% of W. Africa NG exports. 725bcf in '09. E. Guinea 180bcf. Majority of exploration offshore. Increased production expected in Nigeria, Congo, Ghana, E. Guinea next 5 yrs. Development of LNG refining in Guinea, Cameroon, Nigeria. Lack of oil refining in area.
Compressed air storage beats batteries at grid scale.
Better Place/Renault: $70k over 5yrs for an EV (electric vehicle). Works in Denmark.
Oops, didn't report Johnson Controls bought ECNG at ~100% premium when it happened days ago.
Achates Power proposing a 2-stroke opposed piston diesel engine that goes back to Junkers in WW2. John Walton investing (his last adventure was FSLR). 10-15% less cost to build and 10-15% less fuel consumption. Looking at '15-'16. Trucks get 5-6 MPG. 5% of vehicles, 25% of fuel consumption. In China 25% of vehicles, 2/3 of consumption. In Aeneid, Achates was Aeneas' friend but didn't say much. Brit navy named a lot of ships after'm.
An arrest today of a Shi'ite cleric demanding democratic reforms in Saudi Arabia. Saud market down 11%. Yep, them Shi'ites really practice democratic principles.
Phosphorus. Depletion. The P in NKP (fertilizer). Six feet of sugar-phosphate coil inside each cell of DNA. Algae: "all you need is sun, water, CO2". Wait a minute. 60 nutrients involved. The Beatles sang all we need is love. Oops. Redfield Ration in algae (1930's). Algae needs C, N and P, 106:16:1. US has ~30 yrs of P left @ present use rate. But present biofuel policy pulls that down to 20 yrs. US reserves ~1.2B tons. 50 lb/ac appplication -> 48B ac of fertilization. Leaching flows to oceans. Algae a highly efficent P muncher. The P munchers. In'it a new band? They do all you need is P? Fish eat the algae, birds eat the fish, birds poop out the P onshore. Sugars fermented into butyric, lactic and acetic acids. Electrodionization seperates the acids. Further fermentations -> butanol. Solazyme one company working on it.
Dupont estimates biofuels $50B now to grow to $75B by '15. 600 new plants needed in next decade to meet cellulosic demand. Butamax joint venture. Globally >200 ethanol plants, >400 sugarcane plants.
And happy trails.
Diversified Tech (MA) intro'd pulsed el field tech to streamline oil extraction fm algae early in biorefining. Low-cost, low-E process takes price to 10 cents/gal fm $1.75 for conventional drying.
Fed gov spent $15B fm 1789 to 1900.
Joule Unlimited (MA) says they've invented a genetically engineered organism to secrete diesel or ethanol w/sunlight, water and CO2 @ market price. NREL says "unproved". Plans to build demo this yr.
World PV solar production capacity increased ~70% in '10, to near 30GW. One estimate 35GW by mid '11 w/ projected installs 1/5 of that. '10 installs were >double '09. Possibly more bankable figures 25GW production, 17-18GW demand.
Italy, as reported, scaling back solar incentives and now France dropping solar FITs for biogas. 20% drop for solar. Maybe 500MW/yr cap. They installed 720MW in '10, doubling '09. 1GW total installed. (800MW installed in US in '10).
Wind installs in France remained steady freddy @ ~1GW last year. Total cap now 5.7GW, 1.8% total grid supply. 3.7GW wind, 4.1GW solar awaiting grid connect.
Germany still has 3.5GW/yr install target for solar or wind I'm guessing. Est. 7GW installed and supplying 40% of world demand. That may be solar. Go you Germans.
Frost Sullivan: Nigeria 80% of W. Africa NG exports. 725bcf in '09. E. Guinea 180bcf. Majority of exploration offshore. Increased production expected in Nigeria, Congo, Ghana, E. Guinea next 5 yrs. Development of LNG refining in Guinea, Cameroon, Nigeria. Lack of oil refining in area.
Compressed air storage beats batteries at grid scale.
Better Place/Renault: $70k over 5yrs for an EV (electric vehicle). Works in Denmark.
Oops, didn't report Johnson Controls bought ECNG at ~100% premium when it happened days ago.
Achates Power proposing a 2-stroke opposed piston diesel engine that goes back to Junkers in WW2. John Walton investing (his last adventure was FSLR). 10-15% less cost to build and 10-15% less fuel consumption. Looking at '15-'16. Trucks get 5-6 MPG. 5% of vehicles, 25% of fuel consumption. In China 25% of vehicles, 2/3 of consumption. In Aeneid, Achates was Aeneas' friend but didn't say much. Brit navy named a lot of ships after'm.
An arrest today of a Shi'ite cleric demanding democratic reforms in Saudi Arabia. Saud market down 11%. Yep, them Shi'ites really practice democratic principles.
Phosphorus. Depletion. The P in NKP (fertilizer). Six feet of sugar-phosphate coil inside each cell of DNA. Algae: "all you need is sun, water, CO2". Wait a minute. 60 nutrients involved. The Beatles sang all we need is love. Oops. Redfield Ration in algae (1930's). Algae needs C, N and P, 106:16:1. US has ~30 yrs of P left @ present use rate. But present biofuel policy pulls that down to 20 yrs. US reserves ~1.2B tons. 50 lb/ac appplication -> 48B ac of fertilization. Leaching flows to oceans. Algae a highly efficent P muncher. The P munchers. In'it a new band? They do all you need is P? Fish eat the algae, birds eat the fish, birds poop out the P onshore. Sugars fermented into butyric, lactic and acetic acids. Electrodionization seperates the acids. Further fermentations -> butanol. Solazyme one company working on it.
Dupont estimates biofuels $50B now to grow to $75B by '15. 600 new plants needed in next decade to meet cellulosic demand. Butamax joint venture. Globally >200 ethanol plants, >400 sugarcane plants.
And happy trails.
OPEN
(stock #'s in %)
Market down 51/10/7. Volume Friday normal. Oil up over $103. Feb jobs actually came in below ADT Wednesday numbers, under 200k.
ZAAP up 27. What can I say. Said yesterday. RNNM up 16 more. CYBL up 12. SNRY, PSPW up 11.
SLPO down 32. WPNV down 25. UBRG down 20. EVCA, WNEA down 12.
Market down 51/10/7. Volume Friday normal. Oil up over $103. Feb jobs actually came in below ADT Wednesday numbers, under 200k.
ZAAP up 27. What can I say. Said yesterday. RNNM up 16 more. CYBL up 12. SNRY, PSPW up 11.
SLPO down 32. WPNV down 25. UBRG down 20. EVCA, WNEA down 12.
Thursday, March 3, 2011
STUFF
IEA says as much as 1mbpd of Libya's 1.6m capacity is now out of production. A few tankers apparently still leaving, but 1.3m of exports no longer going out.
Amprius, a Stanford startup, is developing anodes of Si nanowire for lith-ion batteries. Raised $25M from several investors. Could increase batt capacity 40%.
EIA reports '10 ethanol production was up 23%, to over 13.2B gal, up from 10.75 in '09. Avg 863kbpd. Imports in '10 >9.7M gal, down from 193M in '09.
GAO lists the 45-cent/gal tax credit for ethanol blending among programs that could be slashed/eliminated. Due to expire year-end. Costing $5.4B this year.
US gov has 15 different agencies overseeing food safety laws, >20 programs to help the homeless, 80 programs for econ development, 82 programs to improve teacher quality, 80 to help disadvantaged with transport, 47 for job training/employ and 56 to help folks understand finances (which it looks like the government should use).
Trails.
Amprius, a Stanford startup, is developing anodes of Si nanowire for lith-ion batteries. Raised $25M from several investors. Could increase batt capacity 40%.
EIA reports '10 ethanol production was up 23%, to over 13.2B gal, up from 10.75 in '09. Avg 863kbpd. Imports in '10 >9.7M gal, down from 193M in '09.
GAO lists the 45-cent/gal tax credit for ethanol blending among programs that could be slashed/eliminated. Due to expire year-end. Costing $5.4B this year.
US gov has 15 different agencies overseeing food safety laws, >20 programs to help the homeless, 80 programs for econ development, 82 programs to improve teacher quality, 80 to help disadvantaged with transport, 47 for job training/employ and 56 to help folks understand finances (which it looks like the government should use).
Trails.
CLOSE
(stock #'s in %)
Market up 191/50/22. Volume fairly heavy. Oil stayed up at almost $102.
RNNM up 71. Closed right at top 200-day line at 4.2 cents. Up in 5 days from below 1 cent, last 2 days from 1.5 cents. Gotta love it. UBRG up 37. News their joint venture found oil and gas in Texas. Who woulda thunk. Closed right at every line but 1 50-day. Had a wild afternoon trip. XSNX up 30 on news of some alliance to help them get to market. Closed guess where. At 200-day lines. CBWP, HYPF, NPWZ up 25. ENSL up 24. WTWO up 17 on news. DSTI, LEOM up 12.
AEGY down 24. ZAAP down 19 more, falling under last 200. Hard to tell where they're going to land. Unless they have. IAUS down 12. AMEL down 11. NENE down 5. Finally caught their news of reverse split mid-month and increased share authorization.
And Italy not going to cap solar installs, but are going to redo their feed-in-tariff structure and we won't know until April, reportedly. So, more solar confusion.
Happier trailers pards.
Market up 191/50/22. Volume fairly heavy. Oil stayed up at almost $102.
RNNM up 71. Closed right at top 200-day line at 4.2 cents. Up in 5 days from below 1 cent, last 2 days from 1.5 cents. Gotta love it. UBRG up 37. News their joint venture found oil and gas in Texas. Who woulda thunk. Closed right at every line but 1 50-day. Had a wild afternoon trip. XSNX up 30 on news of some alliance to help them get to market. Closed guess where. At 200-day lines. CBWP, HYPF, NPWZ up 25. ENSL up 24. WTWO up 17 on news. DSTI, LEOM up 12.
AEGY down 24. ZAAP down 19 more, falling under last 200. Hard to tell where they're going to land. Unless they have. IAUS down 12. AMEL down 11. NENE down 5. Finally caught their news of reverse split mid-month and increased share authorization.
And Italy not going to cap solar installs, but are going to redo their feed-in-tariff structure and we won't know until April, reportedly. So, more solar confusion.
Happier trailers pards.
OPEN
(stock #'s in %)
Market up 169/43/17. Volume slightly above normal. Oil steady around $101. Up big on employment numbers to come out tomorrow and some news about Chavez may mediate in Libya while Kadaffy bombs the rebels. So they say. Crazy. What's making sense anymore?
Well, I guessed wrong on ZAAP. Down another 10. Between 200-day lines. AEGY down 29. AWNE down 26. FDEI down another 21. Who knows what's happening there. AMEL down 14. Peaked at the open. EVCA back 8. NENE down another 8. Below last 200-day. FSYS down 8 on annual report. New 12-month low. JASO under 7 bucks. On the 200's.
LEOM up 38. Between 50- and 200-days. XSNX up 28 on news. Up to 200-days. HYPF, CYBL up 25. HYPF broke out of its downline. CLNO up 16. GWSC up 14. SNRY up 13. Up to 50's. CBWP up 12. UBRG, ENSL up 11. BYDDF up another 4.
Market up 169/43/17. Volume slightly above normal. Oil steady around $101. Up big on employment numbers to come out tomorrow and some news about Chavez may mediate in Libya while Kadaffy bombs the rebels. So they say. Crazy. What's making sense anymore?
Well, I guessed wrong on ZAAP. Down another 10. Between 200-day lines. AEGY down 29. AWNE down 26. FDEI down another 21. Who knows what's happening there. AMEL down 14. Peaked at the open. EVCA back 8. NENE down another 8. Below last 200-day. FSYS down 8 on annual report. New 12-month low. JASO under 7 bucks. On the 200's.
LEOM up 38. Between 50- and 200-days. XSNX up 28 on news. Up to 200-days. HYPF, CYBL up 25. HYPF broke out of its downline. CLNO up 16. GWSC up 14. SNRY up 13. Up to 50's. CBWP up 12. UBRG, ENSL up 11. BYDDF up another 4.
Wednesday, March 2, 2011
CLOSE
(stock #'s in %)
Market up 8/10/2. What the hell. Early Doctor Pepper? Had to be there. Way back there. Volume a little heavy. Oil about $102 now?
EVCA was the play of the day. Was down to 2 cents long enough. Ended at 3.3, up 38. Prices changing almost too fast to think about, let alone analyze. And they weren't the only ones, of course. RNNM up 63. SNRY up 60. AWNE up 39. GWSC up 37. Fracking nuts. IAUS up 26. SYNM up 22. LEOM up 21. AMEL up another 17. KNDI up 14 on an analysis from Motley or someone. BYDDF, NACF up 11.
CLNO down 28. VNDB down 21 after being up 70 or something. CYBL down 20. CBWP down 19. ZAAP down 18. Villified in that KNDI report. So I bought some at the close. A look see on the morrow. Wish me lux. FDEI down another 17. Very glad I sold them when I discovered website off the air and phone disconnected. Unbelievable. Supposedly a billion in solar contracts. What the frack. NPWZ down 14. What's new. NENE down 13. Eye on them. UBRG down 12. PSPW down 10. ASTI down 9 on a downgrade or an upgrade. Very confusing day.
Happier trails pards.
Market up 8/10/2. What the hell. Early Doctor Pepper? Had to be there. Way back there. Volume a little heavy. Oil about $102 now?
EVCA was the play of the day. Was down to 2 cents long enough. Ended at 3.3, up 38. Prices changing almost too fast to think about, let alone analyze. And they weren't the only ones, of course. RNNM up 63. SNRY up 60. AWNE up 39. GWSC up 37. Fracking nuts. IAUS up 26. SYNM up 22. LEOM up 21. AMEL up another 17. KNDI up 14 on an analysis from Motley or someone. BYDDF, NACF up 11.
CLNO down 28. VNDB down 21 after being up 70 or something. CYBL down 20. CBWP down 19. ZAAP down 18. Villified in that KNDI report. So I bought some at the close. A look see on the morrow. Wish me lux. FDEI down another 17. Very glad I sold them when I discovered website off the air and phone disconnected. Unbelievable. Supposedly a billion in solar contracts. What the frack. NPWZ down 14. What's new. NENE down 13. Eye on them. UBRG down 12. PSPW down 10. ASTI down 9 on a downgrade or an upgrade. Very confusing day.
Happier trails pards.
STUFF
Nigeria says it will increase crude exports 9.3% in April over this month. Meanwhile, Saudi "Day of Rage" called for March 11 and 20. So I guess it's 2 days of rage. Apparently that $34B or so doled out didn't placate everybody. And Oman pumped out 885kbpd in Jan. And it's reported the rebels held off Kadaffy's attack on the Eastern oilfield area. You think any Delta force was in there? Sh. Quiet.
$5B pulled out of emerging markets in 2nd week of Feb for US, Euro, JP, global equity funds. $47B so far in '11. $29B to US.
Interior Dept has likely cost taxpayers tens of billions in lost royalties: govt oversight officials. Poor job of tracking production of oil/NG from public lands/waters. Tsk tsk.
1366 Tech got $28M more from GE, others. Their process can convert molten Si into wafers. Present tech can waste up to half the Si (@$50/kg) by cutting. Goal is 25 cents/watt for wafers. Now 72 cents. US produces ~40% of wafers. $1.7B biz. Could be $7B biz with new process, 150k jobs.
$45M more for Genomatica. Waste Management an investor. Genetically-modified microbes to replace petro/energy-intensive chemical production. Can turn landfill materials into industrial chemicals. Hope for pilot plant this year.
SunRun report to DOE: solar install costs can be reduced 50 cents/watt by standardizing permit processes town to town. Could save $1B next 5 yrs. Germany the model. Installs 40% lower. 1M installs there last 2 yrs. Total in US 120k. Why do we have to be so damn stupid.
$5B pulled out of emerging markets in 2nd week of Feb for US, Euro, JP, global equity funds. $47B so far in '11. $29B to US.
Interior Dept has likely cost taxpayers tens of billions in lost royalties: govt oversight officials. Poor job of tracking production of oil/NG from public lands/waters. Tsk tsk.
1366 Tech got $28M more from GE, others. Their process can convert molten Si into wafers. Present tech can waste up to half the Si (@$50/kg) by cutting. Goal is 25 cents/watt for wafers. Now 72 cents. US produces ~40% of wafers. $1.7B biz. Could be $7B biz with new process, 150k jobs.
$45M more for Genomatica. Waste Management an investor. Genetically-modified microbes to replace petro/energy-intensive chemical production. Can turn landfill materials into industrial chemicals. Hope for pilot plant this year.
SunRun report to DOE: solar install costs can be reduced 50 cents/watt by standardizing permit processes town to town. Could save $1B next 5 yrs. Germany the model. Installs 40% lower. 1M installs there last 2 yrs. Total in US 120k. Why do we have to be so damn stupid.
OPEN
(stock #'s in %)
Market up 54/26/7. Volume pretty normal. Oil still under $100. Prelim employment report says over 200k new hires in Feb while US manufacturing index grew to 61.4 in Feb, fastest rate since May '04. And Kadaffy attacking the rebels in the East.
IAUS up 17. Up to 200-day lines. Double out of late Jan. SATC bounce up 16 after last 2 days' dump off. Back above bottom 200. AWNE up 16. Whatever. Rebound from yesterday. SNRY up 16. SYNM up 14. Off the bottom jump up to 200's. QTMM up 13. 2-day jump off bottom lines. BYDDF up 11. May be rally start. Large volume yesterday too. AMEL up another 10. Dealing with 200's.
EVCA down 18. Just above bottom line. HYPF down 15. NPWZ down 14. NENE down 11. Close to bottom 200. CYBL, NACF down 10. BSRC has backed off 8. PSPW down 7 more. ZAAP down 6. Under a buck.
Market up 54/26/7. Volume pretty normal. Oil still under $100. Prelim employment report says over 200k new hires in Feb while US manufacturing index grew to 61.4 in Feb, fastest rate since May '04. And Kadaffy attacking the rebels in the East.
IAUS up 17. Up to 200-day lines. Double out of late Jan. SATC bounce up 16 after last 2 days' dump off. Back above bottom 200. AWNE up 16. Whatever. Rebound from yesterday. SNRY up 16. SYNM up 14. Off the bottom jump up to 200's. QTMM up 13. 2-day jump off bottom lines. BYDDF up 11. May be rally start. Large volume yesterday too. AMEL up another 10. Dealing with 200's.
EVCA down 18. Just above bottom line. HYPF down 15. NPWZ down 14. NENE down 11. Close to bottom 200. CYBL, NACF down 10. BSRC has backed off 8. PSPW down 7 more. ZAAP down 6. Under a buck.
Tuesday, March 1, 2011
CLOSE
(stock #'s in %)
Market down 168/44/2. Volume heavy. Oil back up to $100. Mercy.
NNFC up 166. CBWP up 52. GBRC up 38. NACF up 26. BSRC up 21. ENSL, RNNM up 20. IAUS up 17. AMEL up 15. PSRU up 14. EVSO up 11. BDCO up 10.
AXTG down 50. FRBE down 44. TMSH down 26. AWNE, EVCA down 25. MGLT down 24. BCOND down 20. AFPW, HYPF down 13. TMEN down 12. CCTC down 11. AONE, SATC down 10.
Market down 168/44/2. Volume heavy. Oil back up to $100. Mercy.
NNFC up 166. CBWP up 52. GBRC up 38. NACF up 26. BSRC up 21. ENSL, RNNM up 20. IAUS up 17. AMEL up 15. PSRU up 14. EVSO up 11. BDCO up 10.
AXTG down 50. FRBE down 44. TMSH down 26. AWNE, EVCA down 25. MGLT down 24. BCOND down 20. AFPW, HYPF down 13. TMEN down 12. CCTC down 11. AONE, SATC down 10.
STUFF
Iran protests growing. Iran exports ~2.5mbpd of crude/NGL. Revolution spreading to Senegal, Mauritania, Gabon, Cameroon, Zimbabwe, even China and N. Korea. I guess everybody's pist.
JASO to invest $2B over next 3 yrs into 3GW capacity expansion to more than double current capac.
DOE selected IL site for C sequester for Future Gen project. 32 miles from seldom-used oil-fired plant that will be converted to coal w/ O2 fuel plant yielding almost pure CO2 exhaust. Goal to inject 1.3M tons CO2/year for 30 yrs. Eventually so much pressure in reservoir it will turn to liquid. IL will have ultimate financial responsibility. Another sequest demo already started in WV on Ohio River.
MO, IN, IA legislatures encouraging more nuke power.
Radium showing up in Marcellus Shale fracking wastewater. Question if getting into tap water. NY Times Sunday article on it. Most of fracking wastewater reused, aiming for 100% reuse.
Spain boosting biofuels blending to 7% for '11 from 4.8% in '10. Roughly to be E10, B8 nationwide. More food off the tables and higher prices for the food for the tables. Partly why the world is revolting. How do we stop this insanity?
JASO to invest $2B over next 3 yrs into 3GW capacity expansion to more than double current capac.
DOE selected IL site for C sequester for Future Gen project. 32 miles from seldom-used oil-fired plant that will be converted to coal w/ O2 fuel plant yielding almost pure CO2 exhaust. Goal to inject 1.3M tons CO2/year for 30 yrs. Eventually so much pressure in reservoir it will turn to liquid. IL will have ultimate financial responsibility. Another sequest demo already started in WV on Ohio River.
MO, IN, IA legislatures encouraging more nuke power.
Radium showing up in Marcellus Shale fracking wastewater. Question if getting into tap water. NY Times Sunday article on it. Most of fracking wastewater reused, aiming for 100% reuse.
Spain boosting biofuels blending to 7% for '11 from 4.8% in '10. Roughly to be E10, B8 nationwide. More food off the tables and higher prices for the food for the tables. Partly why the world is revolting. How do we stop this insanity?
OPEN
(stock #'s in %)
Market down 28/16/5. Volume pretty normal. Oil creaping back up. Bernanke speaking today.
CBWP up 115. Back to 200-day lines. AMEL up another 25. Also up to 200's. BSRC up 20 on yesterday's late news that they got UL cert. Bust through 200's. GSPI up 16. RNNM up 12 on news. NACF up 11.
AXTG down 50. EVCA down 15. NENE down 9. AONE down 4 on annual report. Doubled their net loss, flat revs.
Market down 28/16/5. Volume pretty normal. Oil creaping back up. Bernanke speaking today.
CBWP up 115. Back to 200-day lines. AMEL up another 25. Also up to 200's. BSRC up 20 on yesterday's late news that they got UL cert. Bust through 200's. GSPI up 16. RNNM up 12 on news. NACF up 11.
AXTG down 50. EVCA down 15. NENE down 9. AONE down 4 on annual report. Doubled their net loss, flat revs.
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