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.