Monday, May 2, 2011

STUFF

Lithium industry appears to have supply glut for at least 3 yrs. 4 dominant comps - FMC, ROC, SQM and TLTHF - producing more than enough to supply the market. Well, then, why are the little lithium comps jumping?

ECTY to use ABB's sales distribution channels to market their car chargers. Up 11 at the mome.

US shale gas production rose from .39TCF in '00 to 4.87 in '10. Now 23% of US gas production. Shalegas reserves 60TCF end of '09 (12 yrs of supply?!). Overall NG reserves ~862TCF. Who do we believe? T. Bone says there's boocoo NG. O, it's actually WHOM do we believe.

Advanced biofuels world cap to reach for 4.3B gallons by '15, up from 3.9B reported in Jan. Tracking 128 projects. '11 total est. 694M gals. New projects mostly pilots or demo's. Major projects online this yr: Enerkem waste to ethanol; 8M gal Ineos BIO waste to eth in FL; Neste Oil renewable diesel in Rotterdam; and 5M gal US Biofuels in CA. Renewable gasoline, diesel, jetfuel and biobutanol 59% of planned projects.

Oil production offshore Gulf of Mexico to be down 190kbpd this year.

ITRI Q1 revs up 13%, earnings flat.

Biofuels pushing coke out of Columbia. Sure... and western drillers renewing push for backlogged leases .... and NRC approves spent fuel increase @ PA reactor...

PBS Nature program taught us on the Salmon on the Columbia River. Tear down the dams. Or Salmonize them.

... rooftop urban farms bringing produce to Montreal...world's biggest beef comp agrees not to buy deforestation beef or use slave labor....

happy trails pards.

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