I like doing this. I like giving you all information. Here goes.
DOE gave conditional commitments for $4.5B more of loan guarantees for 3 AC CdTe PV projects. FSLR all of 'm. Total DOE guarantees now over $40B.
First Energy sold their newly-completed Fremont power plant to American Muni Power for >$500M. 544MW cap plus 163MW peaking cap NG combined cycle plant. <$1/w hard to beat. But. Gotta pay for that NG. For 40-60 years plant life. NG won't stay at $4 forever.
The ugly: households in JP's quakenami area being subjected to high pressure sales tactics to buy overly expensive solar systems that also overstate gen capacity.
Denver Intl Airport dedicated 4.4MW solar system w/ Constellation E. 3rd solar project for DIA, total now >8MW, most of any US airport. Yingli modules.
EV charging station installed at Honolulu Capitol, 1st of kind available to public.
Milwaukee to unveil solar financing program for city residents. And they're up north there, ya? That sun rises late and sets early in winter up there. Go figure. The south - I haven't seen much from southern cities yet.
Connecticut govt eliminating the consumer call-in center that handles questions, complaints about utilities as calls rising precipitously. Sign of coming times?
China to help Kyrgzystan upgrade its power grids. Who was Stan?
Edison Mission E and Navajo Nation to build, op 85MW wind farm. 1st clean E project majority owned by an American Native Nation.
Siemens to supply 8 500MW coal gasifiers to China.
Linear motion solutions for vacuum deposition chambers in PV manufacturing. I know. Lot of science and engineering. Love it. What does make us us?
Susitna dam moving ahead in AK.
China unveiling their feed-in tariff for clean E I saw somewhere.
India population will pass China's ~ '25. Folks, where does food come from to feed everyone? Water we got. Desalinization will not only take care of water supply but keep the climate change/global warming ocean level rise down enough so our coasts won't disolve into the sea.
Gazprom signed 4th agreement this year to supply India with LNG. Talk of sovereign wealth fund in India. Too bad we can't have one in USA, huh. Or even talk of one anymore. India and Mongolia also made a nuke/uranium deal. Ford has a 2nd plant in the works in India. Sold 95k cars in 13 months to May '11 from 1st plant. Almost half India pop under 25. Too bad we can't plug them into US social security/medicare, A? That would be true globalization.
Bank of America to start demolishing foreclosed houses. Like Roosevelt killing the pigs in the Depression.
Fun fax: $1M/day since birth of Jesus would be $700B today. $15T in cash ($100 bills) is ~130 yards squared by the height of what the Statue of Liberty holds in her left arm. Every citizen owes $46k. Here's a plan. Let's all pay it off. I can do maybe $50/month myself.
Go Congress.
Saturday, July 30, 2011
FRIDAY CLOSE
(stock #'s in %)
Market down 96/9/8. Volume very heavy. All 3 indeces closing in on 200-day lines, S&P the closest. Oil under $96.
MGLT up 66. Kind of a crazy stock. But they're working on a solar breakthrough. CSOL up 38 more. Near quadruple in 4 days. The run might be over. Though it was a $630M deal. AWNE up 35. A jump over 50-day lines. FEWP, WNEA up 25. FEWP up to 50-day lines off the bottom. PTOS up 21. Bounce off their top lines. No revs, but that $76M deal. Near triple since June. MXWL up 19 on their Q. Crossed all their lines. ACFN up 18. Jumped above all their lines. CRGE up 17. ASPW up 13. Up to their bottom 50-day line. URXE up 12. BHWX up 11. WWPW up 9. Back to 50-day lines. PLUG up 7 to one 50-day. QTWW up 6. 50-day lines held.
GCHT down 26, new low. PEIX down 20, new low. RNNM down 20. CLNO down 16. GRHU down 13. Backed off their 50-days. NPWZ down 12. Wonder when their fuel cells show up. UBRG down 11. Hit the top 200-day, under 50-days. But the financials reported Friday showed they have no profit margin. WEST down 8. SATC down 6, new low. FSYS down 2, new low. ITRI flat, hit new low.
And that was the come and the go, pards.
Market down 96/9/8. Volume very heavy. All 3 indeces closing in on 200-day lines, S&P the closest. Oil under $96.
MGLT up 66. Kind of a crazy stock. But they're working on a solar breakthrough. CSOL up 38 more. Near quadruple in 4 days. The run might be over. Though it was a $630M deal. AWNE up 35. A jump over 50-day lines. FEWP, WNEA up 25. FEWP up to 50-day lines off the bottom. PTOS up 21. Bounce off their top lines. No revs, but that $76M deal. Near triple since June. MXWL up 19 on their Q. Crossed all their lines. ACFN up 18. Jumped above all their lines. CRGE up 17. ASPW up 13. Up to their bottom 50-day line. URXE up 12. BHWX up 11. WWPW up 9. Back to 50-day lines. PLUG up 7 to one 50-day. QTWW up 6. 50-day lines held.
GCHT down 26, new low. PEIX down 20, new low. RNNM down 20. CLNO down 16. GRHU down 13. Backed off their 50-days. NPWZ down 12. Wonder when their fuel cells show up. UBRG down 11. Hit the top 200-day, under 50-days. But the financials reported Friday showed they have no profit margin. WEST down 8. SATC down 6, new low. FSYS down 2, new low. ITRI flat, hit new low.
And that was the come and the go, pards.
Friday, July 29, 2011
STUFF
S. Korea, India signed nuclear co-op agreement. S. Korea to export. India has 20 nukes. Building 6. Plans 40 more by '32.
Germany approved a more aggressive renewable E law. We always perk up when Germany gets more aggressive about anything. Just kidding. Ha ha. Law goes into effect Jan 1. 35% renewable el supply by '20, 50% by '30, 65% by '40, 80% by '50. I guess mandatory, yah?
US automakers agreed upon 54.5mpg by '25. Always gotta be that point 5. Really. 5% /yr improvement for cars, 3.5% for light duty trux. $1.7T the est. amount of savings at the gas pump thru '25. $8k over car life. 12B bls oil saved. 2.2mb/d not used in '25. 28.3mpg the current fleet avg. 6B metric tons of GHGs eliminated thru '25. 8.5M EVs by '20. EV can go 457 miles on el produced from 1kcf of NG from local utility. And on we go.
JUHL did LOI with Zinc Air to install 1MW E storage system @ MN wind farm. Zinc air fuel cells. Hello. Does it get cheaper?
CA issued nation's first hex chromium standard. Remember the movie with Julia's cleavage?
Android bulb. LED coming out later this year from Google and LSCG. Will connect to Android phones and other devices. NXP Semi to supply the chips it's told.
GM Ventures put $7.5M - there's that point 5 again - into Sunlogics. Amorphous silicon solar garage stalls. Amorphous still stuck in 7-9% efficiency range. Not enough amor? (Constellation E to install 5.4MW amorphous array on Toys-R-Us shipping facility's 1.3M sq ft roof).
Human brains are 3% of body weight yet use 20% of body energy.
Onward and upward pards. Let's look see what our Congress and President will come up with for us now, A? Believe in good news. Because that-R-us.
Germany approved a more aggressive renewable E law. We always perk up when Germany gets more aggressive about anything. Just kidding. Ha ha. Law goes into effect Jan 1. 35% renewable el supply by '20, 50% by '30, 65% by '40, 80% by '50. I guess mandatory, yah?
US automakers agreed upon 54.5mpg by '25. Always gotta be that point 5. Really. 5% /yr improvement for cars, 3.5% for light duty trux. $1.7T the est. amount of savings at the gas pump thru '25. $8k over car life. 12B bls oil saved. 2.2mb/d not used in '25. 28.3mpg the current fleet avg. 6B metric tons of GHGs eliminated thru '25. 8.5M EVs by '20. EV can go 457 miles on el produced from 1kcf of NG from local utility. And on we go.
JUHL did LOI with Zinc Air to install 1MW E storage system @ MN wind farm. Zinc air fuel cells. Hello. Does it get cheaper?
CA issued nation's first hex chromium standard. Remember the movie with Julia's cleavage?
Android bulb. LED coming out later this year from Google and LSCG. Will connect to Android phones and other devices. NXP Semi to supply the chips it's told.
GM Ventures put $7.5M - there's that point 5 again - into Sunlogics. Amorphous silicon solar garage stalls. Amorphous still stuck in 7-9% efficiency range. Not enough amor? (Constellation E to install 5.4MW amorphous array on Toys-R-Us shipping facility's 1.3M sq ft roof).
Human brains are 3% of body weight yet use 20% of body energy.
Onward and upward pards. Let's look see what our Congress and President will come up with for us now, A? Believe in good news. Because that-R-us.
OPEN
(stock #'s in %)
Market down 116/21/10. Volume heavy. Oil down under $96.
GDP 2Q up 1.3%, 1Q revised to up .4% from previous 1.9%. Recession also revised to a 5.1% fall from Dec '07 to June '09 v. earlier 4.1%.
CSOL up another 30. AWNE up 25. MXWL up 15 on Q report. Good but not stellar. ACFN up 14 on news of unit sale.
GCHT down 19. UBRG down 11, as usual in morning. WEST down 10.
Market down 116/21/10. Volume heavy. Oil down under $96.
GDP 2Q up 1.3%, 1Q revised to up .4% from previous 1.9%. Recession also revised to a 5.1% fall from Dec '07 to June '09 v. earlier 4.1%.
CSOL up another 30. AWNE up 25. MXWL up 15 on Q report. Good but not stellar. ACFN up 14 on news of unit sale.
GCHT down 19. UBRG down 11, as usual in morning. WEST down 10.
Thursday, July 28, 2011
CLOSE
(stock #'s in %)
Market mixed. Dow down 62, Naz up 1, S&P down 4. Volume heavy. Oil steady under $98. And the Senate Dems get to vote down the House Repubs tonight. Isn't this fun? We don't have a rational market until it's an up or down on the ceiling. And I bet the heavier betting is on an extension.
CSOL up 76 on yesterday's news, it seems. INTK up 29. TRKP up 20. LEOM up 19. RNNM up 17. WEST, BHWX up 12.
SCEY down 20. TMEN down 15. NANO down 14 after reporting Q. EVCA down 12. ECOS down 10. ITRI down 8, new low. UBRG down 1, 50-day lines held again.
Market mixed. Dow down 62, Naz up 1, S&P down 4. Volume heavy. Oil steady under $98. And the Senate Dems get to vote down the House Repubs tonight. Isn't this fun? We don't have a rational market until it's an up or down on the ceiling. And I bet the heavier betting is on an extension.
CSOL up 76 on yesterday's news, it seems. INTK up 29. TRKP up 20. LEOM up 19. RNNM up 17. WEST, BHWX up 12.
SCEY down 20. TMEN down 15. NANO down 14 after reporting Q. EVCA down 12. ECOS down 10. ITRI down 8, new low. UBRG down 1, 50-day lines held again.
OPEN
(stock #'s in %)
Market up 38/18/5 on a rebound plus existing homes sales up 2.4% in June and jobless claims @ 3-month low. Hay, whatever works. Volume farily heavy. Oil still under $98.
WEST up 23 after reporting Q. Not torrid numbers, but good outlook. Well, they never covered that gap and now back over 50-day lines, heading for 200's. FEWP up 11. XDSL up 9 on news. ACPW back up 5 after yesterday's plunge.
UBRG, EVCA down 12. UBRG the usual morning plunge and buying opportunity. BSRC, ZAAP back 7.
Market up 38/18/5 on a rebound plus existing homes sales up 2.4% in June and jobless claims @ 3-month low. Hay, whatever works. Volume farily heavy. Oil still under $98.
WEST up 23 after reporting Q. Not torrid numbers, but good outlook. Well, they never covered that gap and now back over 50-day lines, heading for 200's. FEWP up 11. XDSL up 9 on news. ACPW back up 5 after yesterday's plunge.
UBRG, EVCA down 12. UBRG the usual morning plunge and buying opportunity. BSRC, ZAAP back 7.
Wednesday, July 27, 2011
CLOSE
(stock #'s in %)
Market down 198/75/27. Probably all the indeces below their 50-day lines now. Volume very heavy. Oil below $98.
CBWP up 40. It happens. CBEH up 25 after lowering projections for '11. VNDB, ECOS up 14. BFRE up 11. XDSL, AFPW up 10.
LEOM down 25. PTOS down 24. ACPW, WWPW down 18. CLNO down 16. CCGI down 13. EMKR, KNDI down 11. HEV down 10. WEST down 7. FSYS, RBCN down 5, both new lows. AEIS, ITRI down 4. AEIS new low on downgrade. ITRI reported their Q after hours, numbers beat expectations. ENER down 3, new low. ALTI down 1. UBRG went down 10 and came all the way back.
Market down 198/75/27. Probably all the indeces below their 50-day lines now. Volume very heavy. Oil below $98.
CBWP up 40. It happens. CBEH up 25 after lowering projections for '11. VNDB, ECOS up 14. BFRE up 11. XDSL, AFPW up 10.
LEOM down 25. PTOS down 24. ACPW, WWPW down 18. CLNO down 16. CCGI down 13. EMKR, KNDI down 11. HEV down 10. WEST down 7. FSYS, RBCN down 5, both new lows. AEIS, ITRI down 4. AEIS new low on downgrade. ITRI reported their Q after hours, numbers beat expectations. ENER down 3, new low. ALTI down 1. UBRG went down 10 and came all the way back.
OPEN
(stock #'s in %)
Market down 101/48/15, Naz catching up to yesterday. Volume a little heavy. Oil down under $98. US durable orders down 2.1% in June. S&P and Dow down to 50-day lines. Naz a little above theirs.
SPOW up 13. ECOS up 12. XDSL up 9 on news. VSPC up 8 on news.
TRKP down 19. CLNO down 16. ACPW down 14. AMEL down 11. WWPW down 9. WEST down 4. ALTI down 3. SPIR down 2, new low.
Market down 101/48/15, Naz catching up to yesterday. Volume a little heavy. Oil down under $98. US durable orders down 2.1% in June. S&P and Dow down to 50-day lines. Naz a little above theirs.
SPOW up 13. ECOS up 12. XDSL up 9 on news. VSPC up 8 on news.
TRKP down 19. CLNO down 16. ACPW down 14. AMEL down 11. WWPW down 9. WEST down 4. ALTI down 3. SPIR down 2, new low.
Tuesday, July 26, 2011
STUFF
Of course, we're all glued to our TV's and radio's for resolution of the debt ceiling debacle. Yea.
Anyway, Pfizer is building a biomass boiler that will burn wood chips at their NC plant. More cost effective than NG or fuel oil. $7.9M project to be online early '12.
Edison Mission Group, sub of EIX, built a 30MW wind farm in MN for $58M. $3M in DOA grants. 20-yr PPA with Northern States Power (Xcel E). Clipper Wind turbines. EMG operates nearly 2GW of wind power cap at 29 projects, potentially another 3.6GW in pipeline.
Vermont Yankee ordered $50M worth of U fuel even though its license expires in March and state is blocking the permit to run beyond that. Entergy betting its fed suit against the state will go their way. I'd like to see the money going to the judges on this one. Yes, maybe I'm cynical. Or a realist. $50M covers 1/3 of the fuel bundles the plant uses. And it will cost $92M to shutdown for 30 days and refuel.
DuPont bought Innovalight, maker of silicon ink that enables solar cell makers to get more el out of their cells. Price not disclosed. Innovalight customers part of the prize - Yingli, JASO, Motech. DOE has funded the R&D: $3M in '09, $3.4M earlier this yr.
FSLR announced 17.3% efficient CdTe solar cell. Exceeds record set by NREL in '01. In Q1, FSLR produced panels with 11.7% efficiency @ 75 cents/W. They expect to reach 13.5-14.5% by end of '14.
Silicon panel prices are down 15% in the last 6 wks, reaching below $1.40/W. And Innovalight ink can boost efficiencies by .8% or more.
The 1st Fisker Karma EV has been delivered. Another $100k EV sports car.
SPWRA warned of wider 2Q losses from Germany, Italy cutbacks. Gross margins 12-13% v. expected 15-17%.
Think - the Norwegian EV maker - announced a Russian investor (mentioned in War and Peace?) bought the assets out of bankruptcy. Valmet and HEV will help the comeback.
Anyway, Pfizer is building a biomass boiler that will burn wood chips at their NC plant. More cost effective than NG or fuel oil. $7.9M project to be online early '12.
Edison Mission Group, sub of EIX, built a 30MW wind farm in MN for $58M. $3M in DOA grants. 20-yr PPA with Northern States Power (Xcel E). Clipper Wind turbines. EMG operates nearly 2GW of wind power cap at 29 projects, potentially another 3.6GW in pipeline.
Vermont Yankee ordered $50M worth of U fuel even though its license expires in March and state is blocking the permit to run beyond that. Entergy betting its fed suit against the state will go their way. I'd like to see the money going to the judges on this one. Yes, maybe I'm cynical. Or a realist. $50M covers 1/3 of the fuel bundles the plant uses. And it will cost $92M to shutdown for 30 days and refuel.
DuPont bought Innovalight, maker of silicon ink that enables solar cell makers to get more el out of their cells. Price not disclosed. Innovalight customers part of the prize - Yingli, JASO, Motech. DOE has funded the R&D: $3M in '09, $3.4M earlier this yr.
FSLR announced 17.3% efficient CdTe solar cell. Exceeds record set by NREL in '01. In Q1, FSLR produced panels with 11.7% efficiency @ 75 cents/W. They expect to reach 13.5-14.5% by end of '14.
Silicon panel prices are down 15% in the last 6 wks, reaching below $1.40/W. And Innovalight ink can boost efficiencies by .8% or more.
The 1st Fisker Karma EV has been delivered. Another $100k EV sports car.
SPWRA warned of wider 2Q losses from Germany, Italy cutbacks. Gross margins 12-13% v. expected 15-17%.
Think - the Norwegian EV maker - announced a Russian investor (mentioned in War and Peace?) bought the assets out of bankruptcy. Valmet and HEV will help the comeback.
CLOSE
(stock #'s in %)
Market down 91/2/5. Obviously a Dow retreat. Volume got stronger at the end, ending up in normal range for summer. Oil went back up from the morning to around $99.
CSOL up 48 on contract news. ALTI up 35, including after hours. 3-day uberdouble, nearing 200-day lines. WNEA up 25. VNDB, LEOM up 16. Leo Motors maybe breaking out over 50-day lines. CLNO, BSRC up 15. CLNO maybe double-bottoming. BSRC a comeback to all their lines. CCGI up 12. NGBF up 11. WTWO up 10. UBRG up 7. Holding the upline started in April, held the 50-day lines after crossing today on volume. XSNX up 6. Stuck at 200-day lines. Still no revs. But hope.
GCHT down 16. New low. Been going down all year. TMEN, CABN down 13. CABN coming off a doubletop. None of these so far had any volume. JUHL down 10. Just seems they just can't get any respect. WEST down 5. They were down 10 earlier. 50-day lines pushback. And a gap below to fill. Just reporting the facts.
Market down 91/2/5. Obviously a Dow retreat. Volume got stronger at the end, ending up in normal range for summer. Oil went back up from the morning to around $99.
CSOL up 48 on contract news. ALTI up 35, including after hours. 3-day uberdouble, nearing 200-day lines. WNEA up 25. VNDB, LEOM up 16. Leo Motors maybe breaking out over 50-day lines. CLNO, BSRC up 15. CLNO maybe double-bottoming. BSRC a comeback to all their lines. CCGI up 12. NGBF up 11. WTWO up 10. UBRG up 7. Holding the upline started in April, held the 50-day lines after crossing today on volume. XSNX up 6. Stuck at 200-day lines. Still no revs. But hope.
GCHT down 16. New low. Been going down all year. TMEN, CABN down 13. CABN coming off a doubletop. None of these so far had any volume. JUHL down 10. Just seems they just can't get any respect. WEST down 5. They were down 10 earlier. 50-day lines pushback. And a gap below to fill. Just reporting the facts.
OPEN
(stock #'s in %)
Market down 65/1/3. Volume normal. Oil down to around $98. New home prices were up in June. I'm a glass half full kind of guy.
VNDB up 41. ALTI up 22 more. CSOL up 12. UBRG up 10 on their financial report release. COMV up 7.
ENSL down 15. EVSI down 10. WEST down 7. AEIS down 4 after hitting new low on Q results of 30% increase in revs.
Market down 65/1/3. Volume normal. Oil down to around $98. New home prices were up in June. I'm a glass half full kind of guy.
VNDB up 41. ALTI up 22 more. CSOL up 12. UBRG up 10 on their financial report release. COMV up 7.
ENSL down 15. EVSI down 10. WEST down 7. AEIS down 4 after hitting new low on Q results of 30% increase in revs.
Monday, July 25, 2011
STUFF
Hay. It's what I do I guess.
DOE selected 10 projects @ 9 universities under Orifice of Fossil Energy University Turbine Systems Research program. Program for new turbines for fuels derived from coal with high amounts of H. That's what it says. 3-yr projects. ~$4.7M (I did the math) from DOE, ~$1.2M from recipients.
LA has surpassed SF area as home to most green jobs in country.
US Chamber earlier this month: only 19% of small biz owners surveyed - surveyed - plan to add employees. Time frame not specified.
Assoc of E Services Professionals: 60% of over 100 E efficiency managers say there's a lack of talented workers to fill open positions. And up to 40% of power sector's 400k employees eligible for retirement by '13. The first wave of baby boomers. '57 birthers the second wave. Check the charts. Troops to E jobs program started this month.
Wind Capital Group to build 150MW wind farm in OK. PPA with a MO electric co-op. OK has 1.48GW wind power cap these days and close to 500MW under construction.
First Wind turned on 60MW wind farm in Maine. The state now has 325MW online - 185 from First Wind. Most of Maine elgen from NG. Fun fact from protesters: concrete makers produce a ton of CO2 for every ton of concrete made and deployed. O, and another: wind producers actually generate usually no more than 30% of their boilerplate capacity. First Wind responded, though, on that. "We can't comment on industrial confidentiality issues". Ut oh.
IN ranks 6th in coal and oil-fired power plant emissions. Behind OH, PA, FL, KY and MD. IN ranked 4th in Hg emissions @ 3,600 lbs. in '09. IN E Assoc., though, said from '95 to '09, their utilities reduced NOX emissions by 71% and SO2 by 48%.
Post Office reported >$400M in energy savings since '07.
Lowe's to offer GE's fast-charge, wall-mounted EV chargers. Intro in 5 CA stores next month, then 55 more in Sept. Charge in 4-8 hrs or 12-14.
China's NG imports in 1H11 up 100% from '10 to 14B cu meters.
New Millenium Wind energy to build their 1st wind turbine factory in Kansas. Up to 350 jobs eventually. Initial production 20kw and 60kw turbines.
GE got contract for 16MW wind farm - phase 1 of the first wind farm for Vietnam's Mekong Delta.
By '30, US and Canada will need 29-62k miles of new NG pipeline to serve the shalegas boom/demand. And 370-600BCF of new storage capac. Requires $8B/y investment over next 19 yrs and that's what's been spent/y from '06-'10.
Semprius plans a new pilot production plant in NC for 256 jobs over 5 yrs. High-concentration PV solar modules. <$8M incentive package from state. Comp investing ~$90M. Last year, they shipped hand-built modules to Tucson El Power after development agreement with Siemens.
NRC approved a 20-yr extension for NJ nuke power plant. 1.2GW. 40-yr license set to expire in '26. Last month another NJ nuke was extended. PSEG has spent >$231M in last 5 yrs to ensure safe ops of the plant. >50% NJ power from nukes.
More utility/power industry officials saying the industry won't be able to comply with new EPA coal plant emissions rules (starting Jan '12). But '15 might be doable. Regs cover SO2 and NOX and I thought Hg.
REgeneration Finance started construction on 3.7MW solar PV for elementary school district in AZ. 7 sites. REgen to own, op, maintain and sell el back to the schools.
WWPW bought 50% of a new 15MW and 10% with option for 50% of a new 6MW wind farm in Germany. Construction starts 2H12 for both. Total investment ~$50M.
N. Am. Dev. Bank signed $77M loan with Imperial Valley Solar for 23MW PV solar farm in CA. NADB currently providing ~$1.3B in loans and grants for 150 projects.
A unit of state-run Korea El Power completed a 22MW offshore wind farm for ~$53M. Near on-shore power plant (transmission lines).
There's more do dah but I am under the weather again. Good night nurse.
DOE selected 10 projects @ 9 universities under Orifice of Fossil Energy University Turbine Systems Research program. Program for new turbines for fuels derived from coal with high amounts of H. That's what it says. 3-yr projects. ~$4.7M (I did the math) from DOE, ~$1.2M from recipients.
LA has surpassed SF area as home to most green jobs in country.
US Chamber earlier this month: only 19% of small biz owners surveyed - surveyed - plan to add employees. Time frame not specified.
Assoc of E Services Professionals: 60% of over 100 E efficiency managers say there's a lack of talented workers to fill open positions. And up to 40% of power sector's 400k employees eligible for retirement by '13. The first wave of baby boomers. '57 birthers the second wave. Check the charts. Troops to E jobs program started this month.
Wind Capital Group to build 150MW wind farm in OK. PPA with a MO electric co-op. OK has 1.48GW wind power cap these days and close to 500MW under construction.
First Wind turned on 60MW wind farm in Maine. The state now has 325MW online - 185 from First Wind. Most of Maine elgen from NG. Fun fact from protesters: concrete makers produce a ton of CO2 for every ton of concrete made and deployed. O, and another: wind producers actually generate usually no more than 30% of their boilerplate capacity. First Wind responded, though, on that. "We can't comment on industrial confidentiality issues". Ut oh.
IN ranks 6th in coal and oil-fired power plant emissions. Behind OH, PA, FL, KY and MD. IN ranked 4th in Hg emissions @ 3,600 lbs. in '09. IN E Assoc., though, said from '95 to '09, their utilities reduced NOX emissions by 71% and SO2 by 48%.
Post Office reported >$400M in energy savings since '07.
Lowe's to offer GE's fast-charge, wall-mounted EV chargers. Intro in 5 CA stores next month, then 55 more in Sept. Charge in 4-8 hrs or 12-14.
China's NG imports in 1H11 up 100% from '10 to 14B cu meters.
New Millenium Wind energy to build their 1st wind turbine factory in Kansas. Up to 350 jobs eventually. Initial production 20kw and 60kw turbines.
GE got contract for 16MW wind farm - phase 1 of the first wind farm for Vietnam's Mekong Delta.
By '30, US and Canada will need 29-62k miles of new NG pipeline to serve the shalegas boom/demand. And 370-600BCF of new storage capac. Requires $8B/y investment over next 19 yrs and that's what's been spent/y from '06-'10.
Semprius plans a new pilot production plant in NC for 256 jobs over 5 yrs. High-concentration PV solar modules. <$8M incentive package from state. Comp investing ~$90M. Last year, they shipped hand-built modules to Tucson El Power after development agreement with Siemens.
NRC approved a 20-yr extension for NJ nuke power plant. 1.2GW. 40-yr license set to expire in '26. Last month another NJ nuke was extended. PSEG has spent >$231M in last 5 yrs to ensure safe ops of the plant. >50% NJ power from nukes.
More utility/power industry officials saying the industry won't be able to comply with new EPA coal plant emissions rules (starting Jan '12). But '15 might be doable. Regs cover SO2 and NOX and I thought Hg.
REgeneration Finance started construction on 3.7MW solar PV for elementary school district in AZ. 7 sites. REgen to own, op, maintain and sell el back to the schools.
WWPW bought 50% of a new 15MW and 10% with option for 50% of a new 6MW wind farm in Germany. Construction starts 2H12 for both. Total investment ~$50M.
N. Am. Dev. Bank signed $77M loan with Imperial Valley Solar for 23MW PV solar farm in CA. NADB currently providing ~$1.3B in loans and grants for 150 projects.
A unit of state-run Korea El Power completed a 22MW offshore wind farm for ~$53M. Near on-shore power plant (transmission lines).
There's more do dah but I am under the weather again. Good night nurse.
CLOSE
(stock #'s in %)
Market down 88/16/7. Volume light. Oil down to $99. Nuke scientist/engineer killed in Iran recently, and someone named Bolivar in Venezuela? And the dam war goes on. And on.
WEST up 23. ECOS up 17. ALTI up 15. VSPC up 14.
CBWP down 25. WWPW down 14. PTOS down 11.
Market down 88/16/7. Volume light. Oil down to $99. Nuke scientist/engineer killed in Iran recently, and someone named Bolivar in Venezuela? And the dam war goes on. And on.
WEST up 23. ECOS up 17. ALTI up 15. VSPC up 14.
CBWP down 25. WWPW down 14. PTOS down 11.
OPEN
(stock #'s in %)
Market down 52/9/5. Opened down over 100. We all know why. Volume heavy at open, now slightly light. Oil still near $100.
WEST up 36 on news of sales contract to new home builder. ALTI up 31 on news. CSIQ up 1 on news of higher sales, lower margin expectations.
WWPW down 8. UBRG down 5.
Market down 52/9/5. Opened down over 100. We all know why. Volume heavy at open, now slightly light. Oil still near $100.
WEST up 36 on news of sales contract to new home builder. ALTI up 31 on news. CSIQ up 1 on news of higher sales, lower margin expectations.
WWPW down 8. UBRG down 5.
Saturday, July 23, 2011
STUFF
TransCanada subsid shut down NG pipeline in WY 15 min after leak found. Carries ~365mcf/d. Pipe only 7 months old.
PG&E awarded 3 new solar PV PPA's - 20MW, 18MW and 12MW projects in CA. Kept small so they can be added to existing transmission lines and keep permitting and enviro issues low. Start dates in early '13. 5-yr PG&E program to develop 500MW of new solar elgen from projects capped at 20MW. Half to be owned by PG&E.
Lawrence Berkeley: "strong indications that wind project costs/pricing entering steep decline phase, making wind steeply more competitive ... 3 cents/kwh within reach ... Grid integration costs to manage short-term variability <.5 cents/kwh . . . 20% wind elgen of US total fleet by '30 still a 'push'."
From a Louisville solar installer: possible for solar PV to supply all of KY's 69GW el demand by putting solar on just 1/5 of land already cleared by mountaintop removal for coal mining.
U of Cal: 20 manufacturing and 13 installation/maintenance jobs created per installed MW of solar. Permanent jobs (maintenance) - 2 at best. Also, E storage not needed until solar is 10% of total elgen.
PG&E awarded 3 new solar PV PPA's - 20MW, 18MW and 12MW projects in CA. Kept small so they can be added to existing transmission lines and keep permitting and enviro issues low. Start dates in early '13. 5-yr PG&E program to develop 500MW of new solar elgen from projects capped at 20MW. Half to be owned by PG&E.
Lawrence Berkeley: "strong indications that wind project costs/pricing entering steep decline phase, making wind steeply more competitive ... 3 cents/kwh within reach ... Grid integration costs to manage short-term variability <.5 cents/kwh . . . 20% wind elgen of US total fleet by '30 still a 'push'."
From a Louisville solar installer: possible for solar PV to supply all of KY's 69GW el demand by putting solar on just 1/5 of land already cleared by mountaintop removal for coal mining.
U of Cal: 20 manufacturing and 13 installation/maintenance jobs created per installed MW of solar. Permanent jobs (maintenance) - 2 at best. Also, E storage not needed until solar is 10% of total elgen.
Friday, July 22, 2011
CLOSE
(stock #'s in %)
I don't remember seeing the market this mixed. Dow down 43. NAZ up 24. S&P up 1. Volume summer Friday normal. Oil just under $100. For 42 gallons. Aw, the bomb in Oslo. What the hell. What do they do to ever deserve a bomb. Satan is definitely a bastard and a half. On his off time.
Strange day really. UBRG back up 35. ALTI up 34. Both of them back to their 50-day lines pretty much. PTOS up 30. On 18k shares.WNEA up 25 on 5k shares. URXE up 20 on 3.8k shares. VVIT up 16 on 50k shares. CBWP up 16 on 5. FEWP up 14 on 70k. PSPW, ENZR up 11. BFRE up 10. HSOL up 7. ESLR was up 6. And WEST. CSUN and JASO up 5. CSIQ up 4. ASTI up 3. CREE, too, up 3 more. That $35 option when they were at $30 looking better and better. RBCN, ENER, DSTI up 2.
GCHT down 25. AMLM down 18. CLNO down 16. AWNE down 12. AEGY down 11. ABAT down 8. HEV down 6. KNDI down 4. COMV flat.
I don't remember seeing the market this mixed. Dow down 43. NAZ up 24. S&P up 1. Volume summer Friday normal. Oil just under $100. For 42 gallons. Aw, the bomb in Oslo. What the hell. What do they do to ever deserve a bomb. Satan is definitely a bastard and a half. On his off time.
Strange day really. UBRG back up 35. ALTI up 34. Both of them back to their 50-day lines pretty much. PTOS up 30. On 18k shares.WNEA up 25 on 5k shares. URXE up 20 on 3.8k shares. VVIT up 16 on 50k shares. CBWP up 16 on 5. FEWP up 14 on 70k. PSPW, ENZR up 11. BFRE up 10. HSOL up 7. ESLR was up 6. And WEST. CSUN and JASO up 5. CSIQ up 4. ASTI up 3. CREE, too, up 3 more. That $35 option when they were at $30 looking better and better. RBCN, ENER, DSTI up 2.
GCHT down 25. AMLM down 18. CLNO down 16. AWNE down 12. AEGY down 11. ABAT down 8. HEV down 6. KNDI down 4. COMV flat.
OPEN
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Market mixed, Dow down 60 on Caterpillar, other earnings and Greece (looking like $30B writedown coming). Oil down under $99. Volume a little light.
WNEA up 25. VVIT up 16. UBRG up 11, the fall reversed. ALTI up 10. ASTI up 5. WEST up 2.
SOPW down 10. ABAT, ZAAP down 7. KNDI down 6. COMV down 3.
Market mixed, Dow down 60 on Caterpillar, other earnings and Greece (looking like $30B writedown coming). Oil down under $99. Volume a little light.
WNEA up 25. VVIT up 16. UBRG up 11, the fall reversed. ALTI up 10. ASTI up 5. WEST up 2.
SOPW down 10. ABAT, ZAAP down 7. KNDI down 6. COMV down 3.
Thursday, July 21, 2011
STUFF
Belgium's Elia, Europe's 4th largest transmission system operator, joined Google, Marubeni, Good Energies and Atlantic Grid Development in the Atlantic Wind Connection project for offshore wind transmission backbone from NJ to VA. No figures given.
DOI approved 4 new clean E projects on public lands, enviro reviews on 3 others. All the endangered critters to be protected. Solar E zones in 6 western states being ID'd. The 4: 1, 250MW solar project in Mojave by Mojave Solar; 2, 200MW solar project in CA desert by CSOLAR; 3, 104MW wind project in OR by West Butte Wind Power; and 4, a 500kV transmission line by S Cal Edison from Colorado River toward LA.
GSA paid $28M for 2MW of solar on top of Indy Fed center building. Do the math, it won't pay out. But that's govt work. But there is the other math of GHG emissions not emmitted.
Atlantis landed. No more space shuttles. And what did all that money spent give us? A big rumble in our pants on launch. Hubble the best.
Bloomberg's charitable org to donate $50M over 4 yrs to Sierra Club effort to shut down old coal plants - 1/3 by '20. Ole King Cole ... no more dole. Back in spring, Bloomberg pledged $20M over 3 yrs to C40 - cities around world working to reduce GHGs. Little Mike for President?
Senate oil-spill response bill stalled in committee over revenue sharing. O those kinks to work out.
CA has run out of money for EV rebates.
Iodine in Philly drinking water traced to thyroid cancer patients.
US, France backing off Kadaffy has to go?! WHAT?!
DOE offers to sign up as first customer for small modular nuke reactors.
US airlines seek law to protect them from EU cap and trade charges.
Bermuda aiming to get off fossil fuels. And House of Lords says climate skeptic Lord Monkton no longer a member.
I found out our new lighting downstairs in the main room is LEDs from Home Depot. Yay.
EU still putting Euros down on decommissioning old nuke plants in former Soviet bloc countries.
And that's the come and the go, pards. Happy motoring.
DOI approved 4 new clean E projects on public lands, enviro reviews on 3 others. All the endangered critters to be protected. Solar E zones in 6 western states being ID'd. The 4: 1, 250MW solar project in Mojave by Mojave Solar; 2, 200MW solar project in CA desert by CSOLAR; 3, 104MW wind project in OR by West Butte Wind Power; and 4, a 500kV transmission line by S Cal Edison from Colorado River toward LA.
GSA paid $28M for 2MW of solar on top of Indy Fed center building. Do the math, it won't pay out. But that's govt work. But there is the other math of GHG emissions not emmitted.
Atlantis landed. No more space shuttles. And what did all that money spent give us? A big rumble in our pants on launch. Hubble the best.
Bloomberg's charitable org to donate $50M over 4 yrs to Sierra Club effort to shut down old coal plants - 1/3 by '20. Ole King Cole ... no more dole. Back in spring, Bloomberg pledged $20M over 3 yrs to C40 - cities around world working to reduce GHGs. Little Mike for President?
Senate oil-spill response bill stalled in committee over revenue sharing. O those kinks to work out.
CA has run out of money for EV rebates.
Iodine in Philly drinking water traced to thyroid cancer patients.
US, France backing off Kadaffy has to go?! WHAT?!
DOE offers to sign up as first customer for small modular nuke reactors.
US airlines seek law to protect them from EU cap and trade charges.
Bermuda aiming to get off fossil fuels. And House of Lords says climate skeptic Lord Monkton no longer a member.
I found out our new lighting downstairs in the main room is LEDs from Home Depot. Yay.
EU still putting Euros down on decommissioning old nuke plants in former Soviet bloc countries.
And that's the come and the go, pards. Happy motoring.
CLOSE
(stock #'s in %)
Market up 152/20/17/ Very heavy volume. Oil back closer to $99.
AMLM up 21. CLNO up 20. Both on low volume. CBAK up 16. They had volume. KNDI up 15 on volume also. VLNC up 9, good volume. Up above a 200-day line. 5-day surge. ALTI up 8. Could be bottom. ABAT up 6. Mega volume. SATC up 3. Maybe bottom there. Lot of volume.
WNEA, WPNV down 20. PSPW, UBRG down 11. ASTI down 3, new low.
Market up 152/20/17/ Very heavy volume. Oil back closer to $99.
AMLM up 21. CLNO up 20. Both on low volume. CBAK up 16. They had volume. KNDI up 15 on volume also. VLNC up 9, good volume. Up above a 200-day line. 5-day surge. ALTI up 8. Could be bottom. ABAT up 6. Mega volume. SATC up 3. Maybe bottom there. Lot of volume.
WNEA, WPNV down 20. PSPW, UBRG down 11. ASTI down 3, new low.
1:53P
WEST seems to have made a first surge at starting back up. And UBRG is turning around it seems. Heavier volume. The big moves have been moderated. And, O yea, we have a new agency to fund. Consumer Financial Protection Agency. Haven't seen how much that's going to cost yet, tho. Doors opened today. Remembering the Bush years. Homeland Security. Transportation Security. Seems we just can't stop adding agencies and or departments of govt. And the Dow is up 153. Go with the flow, A? Maybe there's word that the debt limit will be extended and all will be well. And Greece will get out of EU and default. Why not? They've done so well in the past with that history. And their revenues are less than their interest payments on their debt. Jeeze Louise Johnson.
OPEN
(stock #'s in %)
Market up 150/29/17. Volume slightly light. Oil up to $100. US leading econ indicators up .3% in June v. .8% in May.
AMLM up 28. ABAT, HOKU up 20. HOKU up to 50-day lines, ABAT heading to 200-days. ESLR, TRKP up 13. CBAK up 10. Passed through 50-day lines. ALTI up 7. KNDI up another 6. Up to 200-day lines. WWPW up 5, over 200-days. RBCN up 4, CREE up 1 more.
UBRG down another 16. Day 4 of freefall. Now on their bottom 200-day line. Way oversold. WEST, CSUN, DSTI, CSIQ flat.
Market up 150/29/17. Volume slightly light. Oil up to $100. US leading econ indicators up .3% in June v. .8% in May.
AMLM up 28. ABAT, HOKU up 20. HOKU up to 50-day lines, ABAT heading to 200-days. ESLR, TRKP up 13. CBAK up 10. Passed through 50-day lines. ALTI up 7. KNDI up another 6. Up to 200-day lines. WWPW up 5, over 200-days. RBCN up 4, CREE up 1 more.
UBRG down another 16. Day 4 of freefall. Now on their bottom 200-day line. Way oversold. WEST, CSUN, DSTI, CSIQ flat.
Wednesday, July 20, 2011
STUFF
OPEC: Venezuela's proven reserves world's largest.
Australian coal sector has put up $70B for new projects.
Nissan Leaf overtaking Chevy Volt. I guess in sales. Same old story. Japan beats Detroit. Because Americans buy Japanese instead of American. Go figure. OK, America a little more expensive. A little? But what does it take for Americans to buy American? I guess the truth that we aren't being taken for being patriotic.
Brazil eth prices bottoming out.
Zimbabwe turning back to biofuels because of oil prices.
Study: 60% of Texans suspended, expelled or other punishment before HS graduation. Probably not that much out of the US norm? Hell, I was suspended for speeding down the hill with guys sitting on top of my back seat with the top down. What was wrong about that? THEY were the ones sitting on the dam top!
China Development Bank signed $2B credit with Ecuador to support irrigation, hydro power projects. $680M for 4 hydro plants. 8-yr loan @ 6.9%, 2-yr grace period. Where the heck is Ecuador?
Euro Investment Bank helping Rwanda with $530M hydro project. Hotel Rwanda. I remember that.
Greece paying out more interest on its debt - 50B Euros - than tax revenues of 46B. Ireland is 30B to 34. Portugal 24 to 38. What if interest rates go up?
ALEX (Alexander&Baldwin) and Kauai Island Utility Coop plan 6MW solar PV farm with batt storage system. Completion by end of '12. ALEX already providing 5MW of hydro power on the island.
GE to supply 45MW of wind turbines for Estonia wind farm. Completion in '12. At end of '10, Estonia had 149MW windcap installed, now ~570MW in devel. GE also partnered up with Lowe's to provide EV chargers for home/commercial installs.
WFR and FLEX announced 400 new jobs to ramp up solar panel prod at FLEX's Ontario plant. Ontario's feed-in-tariff (FIT) program requires 60% domestic content.
Georgia - the country - will be getting 8 new hydro power plants this year. Turk, Korean developers investing $1.5B.
Gamesa to supply 70MW of wind turbines for 2 wind projects in Spain. Online by end of yr.
Renewable E (clean E plus biomass) accounted for ~1/2 of 194GW of world's newly installed capac in '10. Delivered close to 20% of total elgen, capac ~ 1/4 of total. At least 119 countries had some kind of policy target or direct support for renewables. FITs most common. Total renewable investment $211B in '10 v. $160B in '09. Global solar prod/market uberdoubled in '10 from '09. Germany added more PV in '10 than entire world did in '09.
Japan may have exported radioactive beef. Well, why admit it if not asked, huh? I don't eat beef lately. But I'm just trying to get my blood pressure down. I miss the taste, though, to be true. And why the hell should I be denying myself anything I can have at this point in my life? Well, that seems to be something between me and myself. Sorry to bother ye.
Cloud computing has potential to save large US comps up to $12.3B/y by '20, let alone the GHG savings of est. 86M met tons of C. Primary driver, though, is time to market: several minutes v. up to 45 days for servers. And under 1-yr paybacks from transferring human resources.
China's CNOOC agreed to take over Canadian oil sands developer OPTI for ~ $2.1B. Deal may be finished in Q4. OPTI's main asset a 35% working interest in project designed to produce 58kb/d.
India started construction on their 25th nuclear plant. US possibly in on it.
If you want to build a utility-scale PV solar project in the US, you'd be lucky to get money at 9-11%. Add in novel tech - CIGS, concentrating solar, etc - and add 2%. Germany maybe 7% or less. They've been at it a little longer. Senate recently passed a Clean E Financing Act. But haven't seen that come out of the mire.
Well, there was more to garner and glean, but I am again done out of juice. So. Happy trails, pards.
Australian coal sector has put up $70B for new projects.
Nissan Leaf overtaking Chevy Volt. I guess in sales. Same old story. Japan beats Detroit. Because Americans buy Japanese instead of American. Go figure. OK, America a little more expensive. A little? But what does it take for Americans to buy American? I guess the truth that we aren't being taken for being patriotic.
Brazil eth prices bottoming out.
Zimbabwe turning back to biofuels because of oil prices.
Study: 60% of Texans suspended, expelled or other punishment before HS graduation. Probably not that much out of the US norm? Hell, I was suspended for speeding down the hill with guys sitting on top of my back seat with the top down. What was wrong about that? THEY were the ones sitting on the dam top!
China Development Bank signed $2B credit with Ecuador to support irrigation, hydro power projects. $680M for 4 hydro plants. 8-yr loan @ 6.9%, 2-yr grace period. Where the heck is Ecuador?
Euro Investment Bank helping Rwanda with $530M hydro project. Hotel Rwanda. I remember that.
Greece paying out more interest on its debt - 50B Euros - than tax revenues of 46B. Ireland is 30B to 34. Portugal 24 to 38. What if interest rates go up?
ALEX (Alexander&Baldwin) and Kauai Island Utility Coop plan 6MW solar PV farm with batt storage system. Completion by end of '12. ALEX already providing 5MW of hydro power on the island.
GE to supply 45MW of wind turbines for Estonia wind farm. Completion in '12. At end of '10, Estonia had 149MW windcap installed, now ~570MW in devel. GE also partnered up with Lowe's to provide EV chargers for home/commercial installs.
WFR and FLEX announced 400 new jobs to ramp up solar panel prod at FLEX's Ontario plant. Ontario's feed-in-tariff (FIT) program requires 60% domestic content.
Georgia - the country - will be getting 8 new hydro power plants this year. Turk, Korean developers investing $1.5B.
Gamesa to supply 70MW of wind turbines for 2 wind projects in Spain. Online by end of yr.
Renewable E (clean E plus biomass) accounted for ~1/2 of 194GW of world's newly installed capac in '10. Delivered close to 20% of total elgen, capac ~ 1/4 of total. At least 119 countries had some kind of policy target or direct support for renewables. FITs most common. Total renewable investment $211B in '10 v. $160B in '09. Global solar prod/market uberdoubled in '10 from '09. Germany added more PV in '10 than entire world did in '09.
Japan may have exported radioactive beef. Well, why admit it if not asked, huh? I don't eat beef lately. But I'm just trying to get my blood pressure down. I miss the taste, though, to be true. And why the hell should I be denying myself anything I can have at this point in my life? Well, that seems to be something between me and myself. Sorry to bother ye.
Cloud computing has potential to save large US comps up to $12.3B/y by '20, let alone the GHG savings of est. 86M met tons of C. Primary driver, though, is time to market: several minutes v. up to 45 days for servers. And under 1-yr paybacks from transferring human resources.
China's CNOOC agreed to take over Canadian oil sands developer OPTI for ~ $2.1B. Deal may be finished in Q4. OPTI's main asset a 35% working interest in project designed to produce 58kb/d.
India started construction on their 25th nuclear plant. US possibly in on it.
If you want to build a utility-scale PV solar project in the US, you'd be lucky to get money at 9-11%. Add in novel tech - CIGS, concentrating solar, etc - and add 2%. Germany maybe 7% or less. They've been at it a little longer. Senate recently passed a Clean E Financing Act. But haven't seen that come out of the mire.
Well, there was more to garner and glean, but I am again done out of juice. So. Happy trails, pards.
CLOSE
(stock #'s in %)
Market down 15/12/flat. Volume a little light. Oil up over $98. MN ended their imbroglio. Famine in Somalia. The debt. The debate. The dearth of trust, truth or inspiration? I know, I should just keep it on the facts.
CRGE up 19. Well, they did make new lows. EVCA up 18. No comment. AFPW up 17. Out of new lows too, I think. Very cheap stock. KNDI, ABAT up 13. Both Chinese. Go figure. KNDI nice 2-day thrust. ABAT over 50-day lines. Is the scandal over? VNDB up 11, QTMM up 10, both on no volume. PLUG up another 7. TSLA only up 2 after announcing $100M contract with whom? Toyota?
WBRE down 33 on no volume. MDTL down 29. Hm. No business I see. AMLM down 17, new low. Lithium miner. So they say. Maybe they just created a name. ESLR, BSRC, WNEA down 11. Take your pick. WEST, UBRG down another 10. I think they're both not going any lower. Ever. LSCG down 9. Valuation awful high. LEDS down 8. The Chinese LED maker. EVSI down 7, I think a new low. And what do they do I don't know off the top of me head. But it's solar. ENER down 5, back to bottom after yesterday saying divesting the batt biz. DSTI down 2, new low. Are they in biz or not? RBCN down 1, I think another new low. CSUN hit their bottom and came back 7 cents. Woo.
Onward and upward, pards. Onward and upward.
Market down 15/12/flat. Volume a little light. Oil up over $98. MN ended their imbroglio. Famine in Somalia. The debt. The debate. The dearth of trust, truth or inspiration? I know, I should just keep it on the facts.
CRGE up 19. Well, they did make new lows. EVCA up 18. No comment. AFPW up 17. Out of new lows too, I think. Very cheap stock. KNDI, ABAT up 13. Both Chinese. Go figure. KNDI nice 2-day thrust. ABAT over 50-day lines. Is the scandal over? VNDB up 11, QTMM up 10, both on no volume. PLUG up another 7. TSLA only up 2 after announcing $100M contract with whom? Toyota?
WBRE down 33 on no volume. MDTL down 29. Hm. No business I see. AMLM down 17, new low. Lithium miner. So they say. Maybe they just created a name. ESLR, BSRC, WNEA down 11. Take your pick. WEST, UBRG down another 10. I think they're both not going any lower. Ever. LSCG down 9. Valuation awful high. LEDS down 8. The Chinese LED maker. EVSI down 7, I think a new low. And what do they do I don't know off the top of me head. But it's solar. ENER down 5, back to bottom after yesterday saying divesting the batt biz. DSTI down 2, new low. Are they in biz or not? RBCN down 1, I think another new low. CSUN hit their bottom and came back 7 cents. Woo.
Onward and upward, pards. Onward and upward.
OPEN
(stock #'s in %)
Market down 17/6/flat. Volume normal. Oil around $98.
DSTI, AFPW up 10. PLUG up 7. XSNX up 6.
GCHT down 28. GRHU, CLNO down 15. CSGH down 12. UBRG down 9 more. Back on 200-day line. Waiting for their report they said would be out last week. WEST down 4 more. CSUN down 3 more.
Market down 17/6/flat. Volume normal. Oil around $98.
DSTI, AFPW up 10. PLUG up 7. XSNX up 6.
GCHT down 28. GRHU, CLNO down 15. CSGH down 12. UBRG down 9 more. Back on 200-day line. Waiting for their report they said would be out last week. WEST down 4 more. CSUN down 3 more.
Tuesday, July 19, 2011
CLOSE
(stock #'s in %)
Market up 202/61/21. Amazing. Volume somewhat heavy. Oil under $98.
NEWN up 70. WNEA up 41. NGBF up 25. KNDI up 23. CCGI up 20. XSNX up 17. ENSL up 16. LEDS, FCEL up 12. ABAT, WWPW up 11. HEV up 10. BLDP up 8 on PLUG buy. AMSC up 5.
CBWP, FEWP down 28. AFPW, LMCO, WTWO down 15. VSPC down 12. DSTI down 9, new low. ALTI down 6.
Market up 202/61/21. Amazing. Volume somewhat heavy. Oil under $98.
NEWN up 70. WNEA up 41. NGBF up 25. KNDI up 23. CCGI up 20. XSNX up 17. ENSL up 16. LEDS, FCEL up 12. ABAT, WWPW up 11. HEV up 10. BLDP up 8 on PLUG buy. AMSC up 5.
CBWP, FEWP down 28. AFPW, LMCO, WTWO down 15. VSPC down 12. DSTI down 9, new low. ALTI down 6.
STUFF
Bank of America needs $50B for housing losses. Sounds like their problem. O, that's right, their problems are the fed govt's problem.
Food prices up 34% over last year. All items 36%. Like we didn't know.
Gold, silver doing fine.
Petraeus handed Afghanistan over to Marine General Allen. Hoowuh. Marines replacing heavy batts in packs with rolled-up solar sheets. Plan to cut per-soldier E use in half by '25.
China wants to double coalbed methane gas prod by '15. Petro China says country has enough to meet 30% of power needs. Last yr, China wanted to prod 10Bcm, but got 8.6. Goal is 21Bcm/y by '15. In Feb, they made $5.4B deal with Encana for Canadian NG. Encana cancelled the deal in June. Hm. Shell then signed a deal with them. Then one of Australia's biggest comps agreed to buy out an American NG producer (maybe Petrohawk). BHP Billiton made offer for HK.
BP oil pipe broke in AK tundra. Thaw. No reports yet of amount or damage.
Bloomberg (the mayor): if you close Indian Point today, we'd have massive blackouts and E prices could rise 12%. The 2.5GW ~25% of NYC power. Gov Cuomo wants to shut it down. Over time, I'm sure. Tho, is it tsunami risk, earthquake risk? Let's not go bananas because of Fukushima. Nuclear E is clean E.
Louisiana Public Facilities Authority approved up to $70M in bonds to help build US' first sugar-to-eth plant. Local sugarcane farmers in for 20%. Indian comp (like, from India) to build the refinery in India and ship it to LA before start of October cane harvest. $40M invested so far in sugarcane, sweet sorghum contracts.
Sauds pumped 700kb/d more in June than May. But ~ half of that consumed by them for AC and desalinization. Output boost showing up in shipments this month.
Lest we forget ... US and 31 other nations recognized the Libyan rebs as the legitimate govt. $160B Libyan money held in institutions around world. Yea the noose keeps tightening we've herd. How many months now? And Syria? Yemen? Pretty much taken out of news, A?
Last week another Japanese reactor was shut down due to malfunc. Reports that manufacturers may move ops out of JP to more stable E enviros.
Bahamas have rolling blackouts. Mozambique has grounded airline flights due to jetfuel shortage. Uganda can't pay for fuel. And on and on it goes for the little guys.
China's 1H el use was up 12.2% over '10. 12% increase in industrial use (62% of use).
Chavez returning to Cuba for chemo. Election next yr.
Shell Nigeria lifted "force majeure" on ~300kb/d of Bonny Light crude, boosting output to ~2.6mb/d.
Engineers estimate 636M bls recoverable oil in N. Iraq while govt $12B LNG deal being worked out with Shell and Mitsubishi in south.
Kuwait backing off nuclear E.
China to continue to phase out unneeded industrial capacity. 2,255 enterprises closing down.
Malaysian oil imports fell 33% yoy in May to 266kb/d.
Wake up call or internet scrabble? 64 missile warheads stolen from Romanian train. Sounds like a George Clooney movie. O yea, and the Murdoch phone hacker whistle blower was found dead.
Big banks have been writing off millions in taxes by over reporting costs of solar PV projects. Systems that can be installed for $4-5/w have been reported "fair market value" @ almost twice as high. Maybe as much as $36M in '10 loss to govt rev gone to banks. And the news is ...
Duke anticipates retiring 6 coal-fired units at Beckjord plant outside of Cincinnati by '15 because of new EPA rule. 862MW. 4 oil-fired turbines - 244MW - for peak demand won't be retired. 60-yr-old plant. (I remember our hauling the flyash from the plant up the hill to the dump in the early 80's that helped keep our family biz in business). Duke plans to replace the lost el with purchases on the wholesale market or building or buying NG-fired combined-cycle gen.
SunRun, our nation's residential solar leader, has expanded to MD. They own, maintain. insure the panels and use local installers. Customers' E bills cut in half by some accounts.
Food prices up 34% over last year. All items 36%. Like we didn't know.
Gold, silver doing fine.
Petraeus handed Afghanistan over to Marine General Allen. Hoowuh. Marines replacing heavy batts in packs with rolled-up solar sheets. Plan to cut per-soldier E use in half by '25.
China wants to double coalbed methane gas prod by '15. Petro China says country has enough to meet 30% of power needs. Last yr, China wanted to prod 10Bcm, but got 8.6. Goal is 21Bcm/y by '15. In Feb, they made $5.4B deal with Encana for Canadian NG. Encana cancelled the deal in June. Hm. Shell then signed a deal with them. Then one of Australia's biggest comps agreed to buy out an American NG producer (maybe Petrohawk). BHP Billiton made offer for HK.
BP oil pipe broke in AK tundra. Thaw. No reports yet of amount or damage.
Bloomberg (the mayor): if you close Indian Point today, we'd have massive blackouts and E prices could rise 12%. The 2.5GW ~25% of NYC power. Gov Cuomo wants to shut it down. Over time, I'm sure. Tho, is it tsunami risk, earthquake risk? Let's not go bananas because of Fukushima. Nuclear E is clean E.
Louisiana Public Facilities Authority approved up to $70M in bonds to help build US' first sugar-to-eth plant. Local sugarcane farmers in for 20%. Indian comp (like, from India) to build the refinery in India and ship it to LA before start of October cane harvest. $40M invested so far in sugarcane, sweet sorghum contracts.
Sauds pumped 700kb/d more in June than May. But ~ half of that consumed by them for AC and desalinization. Output boost showing up in shipments this month.
Lest we forget ... US and 31 other nations recognized the Libyan rebs as the legitimate govt. $160B Libyan money held in institutions around world. Yea the noose keeps tightening we've herd. How many months now? And Syria? Yemen? Pretty much taken out of news, A?
Last week another Japanese reactor was shut down due to malfunc. Reports that manufacturers may move ops out of JP to more stable E enviros.
Bahamas have rolling blackouts. Mozambique has grounded airline flights due to jetfuel shortage. Uganda can't pay for fuel. And on and on it goes for the little guys.
China's 1H el use was up 12.2% over '10. 12% increase in industrial use (62% of use).
Chavez returning to Cuba for chemo. Election next yr.
Shell Nigeria lifted "force majeure" on ~300kb/d of Bonny Light crude, boosting output to ~2.6mb/d.
Engineers estimate 636M bls recoverable oil in N. Iraq while govt $12B LNG deal being worked out with Shell and Mitsubishi in south.
Kuwait backing off nuclear E.
China to continue to phase out unneeded industrial capacity. 2,255 enterprises closing down.
Malaysian oil imports fell 33% yoy in May to 266kb/d.
Wake up call or internet scrabble? 64 missile warheads stolen from Romanian train. Sounds like a George Clooney movie. O yea, and the Murdoch phone hacker whistle blower was found dead.
Big banks have been writing off millions in taxes by over reporting costs of solar PV projects. Systems that can be installed for $4-5/w have been reported "fair market value" @ almost twice as high. Maybe as much as $36M in '10 loss to govt rev gone to banks. And the news is ...
Duke anticipates retiring 6 coal-fired units at Beckjord plant outside of Cincinnati by '15 because of new EPA rule. 862MW. 4 oil-fired turbines - 244MW - for peak demand won't be retired. 60-yr-old plant. (I remember our hauling the flyash from the plant up the hill to the dump in the early 80's that helped keep our family biz in business). Duke plans to replace the lost el with purchases on the wholesale market or building or buying NG-fired combined-cycle gen.
SunRun, our nation's residential solar leader, has expanded to MD. They own, maintain. insure the panels and use local installers. Customers' E bills cut in half by some accounts.
OPEN
(stock #'s in %)
Market up 128/46/13. Not sure why except IBM and housing starts, maybe, or just a rebound. Volume slightly heavy. Oil up $2 to $98.
KNDI up 25 on stock buyback announcement. Push off bottom and 50-day lines. ENSL up 16. CCGI up 14. ABAT up 11. Back to 50-day lines. XSNX up 10. HEV up another 9.
FEWP down 28. CRGE down 17, new low. ESLR down another 12 on the way to bankruptcy. AMLM down 11, back to low. ALTI down 10, new low. WEST down 8. Forming the double bottom. UBRG down 7 more. Bust through 50-day lines. I think the sell-off is over.
Market up 128/46/13. Not sure why except IBM and housing starts, maybe, or just a rebound. Volume slightly heavy. Oil up $2 to $98.
KNDI up 25 on stock buyback announcement. Push off bottom and 50-day lines. ENSL up 16. CCGI up 14. ABAT up 11. Back to 50-day lines. XSNX up 10. HEV up another 9.
FEWP down 28. CRGE down 17, new low. ESLR down another 12 on the way to bankruptcy. AMLM down 11, back to low. ALTI down 10, new low. WEST down 8. Forming the double bottom. UBRG down 7 more. Bust through 50-day lines. I think the sell-off is over.
Monday, July 18, 2011
CLOSE
(stock #'s in %)
Today sucked. Down 94/24/10. But it was just everything. Volume a little heavy for summer. Oil still under $96. O yay. Gold over $1,600, silver back over $40. Our economy is being held hostage by our politicians. Because they can. Why do we even vote.
FRBE up 32 on 3k shares. Beyond dross maybe. FEWP up 22 on 19k shares. Froth at best. HEV ended up 14. ABAT up 8 on what the hell. NGLPF up 7 on reality. Why them today who knows.
CCGI down 30 on 1k shs. OK, who was the idiot who sold a thousand shares? EVCA down 26. NGBF down 20. ENSL down 19. IAUS down 18. OK, they do nothing anyway. URXE down 18 too. PTOS down 17 after announcing deal. Reminds me of FDEI. ALTI down 15, new low. MKTY down 13. And lately they have done what. XSNX down 11. UBRG down 9. Under 200-day lines. AMSC down 6, new low. Yea, what does superconductivity do for anyone. ZAAP down 6. ESLR ended up only down 5. Huh. Bankrupt, yet buyers. AFPW down 5. QTWW down 4. WEST, JASO, ENOC down 3. There were down 2's but you got the pic.
Today sucked. Down 94/24/10. But it was just everything. Volume a little heavy for summer. Oil still under $96. O yay. Gold over $1,600, silver back over $40. Our economy is being held hostage by our politicians. Because they can. Why do we even vote.
FRBE up 32 on 3k shares. Beyond dross maybe. FEWP up 22 on 19k shares. Froth at best. HEV ended up 14. ABAT up 8 on what the hell. NGLPF up 7 on reality. Why them today who knows.
CCGI down 30 on 1k shs. OK, who was the idiot who sold a thousand shares? EVCA down 26. NGBF down 20. ENSL down 19. IAUS down 18. OK, they do nothing anyway. URXE down 18 too. PTOS down 17 after announcing deal. Reminds me of FDEI. ALTI down 15, new low. MKTY down 13. And lately they have done what. XSNX down 11. UBRG down 9. Under 200-day lines. AMSC down 6, new low. Yea, what does superconductivity do for anyone. ZAAP down 6. ESLR ended up only down 5. Huh. Bankrupt, yet buyers. AFPW down 5. QTWW down 4. WEST, JASO, ENOC down 3. There were down 2's but you got the pic.
STUFF
VA to solicit proposals to switch state vehicles to alt fuels. 4k vehicles. $4.2M/yr fuel costs.
Global windpower capac to triple by '17: Pike Research. From 194GW in '10 to 563 in '17. From a $56B/yr industry to $153.
CT setting goal of 3k homes with solar by '22, promoting commercial solar and requiring utilities to get more E from clean E. Also starting "Green Bank" funded by up to 1/3 of revs from CT Clean E Fund to fund residential projects. Utilities also have to enter into long-term solar purchase agreements at fixed prices and can build their own solar gen up to 5MW each utility, formerly not allowed to own any elgen cap.
PTOS signed 7.3MW solar project in Bulgaria, 20-yr gross revs of $76M.
Abide Solar/Folicum E announced 150MW solar project in CA under FIT program (each site must gen min of 100kw, max of 1.5MW). The comps will build 710 sites near manufacturers, universities, hospitals, etc. Build starts Q4, 1-yr completion.
Corrosion plaguing power plant scrubbers. Duke has spent $5M past 2 yrs on the prob.
DOE announced another $11M in grants to 8 projects for R&D on advanced geothermal tech.
Acciona E to build 76.5MW wind farm in NY for >$150M.
Australian solar installs to reach cumulative 1GW by end of this month. '11 installs could exceed 1GW, putting them in top 5 nations. But industry facing roll back of present incentives. But new ones coming. Clean E Finance Corp will have A$12B to leverage private financing. And new Australian Renewable E Agency will have A$3.2B for R&D and venture cap fund. Both to be independent from govt.
Signal E began construction of 5MW solar farm in TN. To use $31M ARRA funds and $23M from TN Solar Institute. Completion early '12. 2 major polysilicon plants have recently been built in TN. Signal currently has 10 clean E projects in construction in 6 states. In '10, they completed 9 solar projects for over 34MW.
Global windpower capac to triple by '17: Pike Research. From 194GW in '10 to 563 in '17. From a $56B/yr industry to $153.
CT setting goal of 3k homes with solar by '22, promoting commercial solar and requiring utilities to get more E from clean E. Also starting "Green Bank" funded by up to 1/3 of revs from CT Clean E Fund to fund residential projects. Utilities also have to enter into long-term solar purchase agreements at fixed prices and can build their own solar gen up to 5MW each utility, formerly not allowed to own any elgen cap.
PTOS signed 7.3MW solar project in Bulgaria, 20-yr gross revs of $76M.
Abide Solar/Folicum E announced 150MW solar project in CA under FIT program (each site must gen min of 100kw, max of 1.5MW). The comps will build 710 sites near manufacturers, universities, hospitals, etc. Build starts Q4, 1-yr completion.
Corrosion plaguing power plant scrubbers. Duke has spent $5M past 2 yrs on the prob.
DOE announced another $11M in grants to 8 projects for R&D on advanced geothermal tech.
Acciona E to build 76.5MW wind farm in NY for >$150M.
Australian solar installs to reach cumulative 1GW by end of this month. '11 installs could exceed 1GW, putting them in top 5 nations. But industry facing roll back of present incentives. But new ones coming. Clean E Finance Corp will have A$12B to leverage private financing. And new Australian Renewable E Agency will have A$3.2B for R&D and venture cap fund. Both to be independent from govt.
Signal E began construction of 5MW solar farm in TN. To use $31M ARRA funds and $23M from TN Solar Institute. Completion early '12. 2 major polysilicon plants have recently been built in TN. Signal currently has 10 clean E projects in construction in 6 states. In '10, they completed 9 solar projects for over 34MW.
OPEN
(stock #'s in %)
Market down 132/30/13. Volume normal. Oil down under $96. The debt limit fiasco. I guess we could be going back down to 200-day lines until early August if there's no resolution. Some government. Moody's or somebody like that says we shouldn't even have debt limit. I say we should have publicly-financed elections. All these guys do is raise money for the next election. And pay back in favors.
HEV up 29 on China approval of joint venture. TRKP up 21. WTWO up 17. AWNE up 12. VLNC up 6 on new rev outlook.
EVCA, ESLR down 14. ESLR new low, but, again, bankruptcy. AFPW down 11. LEDS down 7, new low. UBRG down 6, down to 200-day lines. A better buy today than Friday. RBCN down 5, new low. JASO down another 4. CREE down 2, new low. CREE, LEDS, RBCN all in LEDs.
Market down 132/30/13. Volume normal. Oil down under $96. The debt limit fiasco. I guess we could be going back down to 200-day lines until early August if there's no resolution. Some government. Moody's or somebody like that says we shouldn't even have debt limit. I say we should have publicly-financed elections. All these guys do is raise money for the next election. And pay back in favors.
HEV up 29 on China approval of joint venture. TRKP up 21. WTWO up 17. AWNE up 12. VLNC up 6 on new rev outlook.
EVCA, ESLR down 14. ESLR new low, but, again, bankruptcy. AFPW down 11. LEDS down 7, new low. UBRG down 6, down to 200-day lines. A better buy today than Friday. RBCN down 5, new low. JASO down another 4. CREE down 2, new low. CREE, LEDS, RBCN all in LEDs.
Saturday, July 16, 2011
STUFF
US has been rated Aaa since 1917.
Greek GDP going down @ 4%/y. IMF thinks their debt/GDP will reach 172% next yr. Well, Japan has been doing 200% for how long? Greek unemployment @ 40%. Ow.
um- while i watch the MetLife blimp flying around in the sky out my window. Kid you not. And thought of the captain of the Goodyear blimp. And have i told you about my MSFT blimp design? Shaped and colored in the MSFT symbol, which we see below, but powered by solar on top. Never got it to Bill.
Anyway, Italy is at 120% debt/GDP. GDP of $2.1T. Greece is at $330B.
Our glorious House passed an Energy bill $6B below admin's request of $31B for DOE and Corps of Engineers. Environmental cuts and the $11B for hi-speed rail (wouldn't that be DOT?) diverted to midwest flood relief. And why is Corps of Engineers in E bill? God Congress is screwed up. Please help them get unscrewed Lord.
The House also voted Friday to withhold funding to enforce the new light bulb standards in '12. Well, they sure made their statement. You ain't making me do a dam thing i don't wanna, u dam guvmint. Even tho it saves me money long run, saves energy and saves GHG emissions. God please love our politicians better. They really deserve it. And bless all those companies and their people who have made all these better lighting bulbs since '07 and continually work to make them cheaper.
Previously mentioned our oceans absorb 1/3 of CO2 emmissions. New study says world forests absorb another 1/3. But forests are being deforested and US western forests devoured by pine beetle because of droughts.
The head of Brazil's EPA - IBAMA - said on Australia's "60 Minutes" that it's not his job to protect the environment. It's "to minimize the impacts" of destructive projects (new dam in Amazon). But he went on to suggest indigenous tribes that stand in the way of "progress" should be dealt with harshly. Ouch. Ya vol. Sheesh. Um, Brazil, check your government out. We like your growth. And energy policy. But you may be running into ugly. Remember your history.
CA supreme court upheld plastic bag ban. Should cut down on the plastic in the Pacific gyre. Hopefully in time. Hello Oregon, Washington and Alaska. And Mexico and Canada. And west coast Central America and South America and east coast China, Japan and the rest of Asia. I take my plastic bags back to Kroger's recycle bins myself.
Shell has pulled out of their Canadian Arctic NG stake, worsening future prospects of the $16B pipeline project, citing the shale gas boom and regulatory delays. Confident, though, that their assets will be bought.
Sony will start making lith-ion batts for EVs for mid-decade sales. Making since '90's for consumer items, of course. And lithium phosphate batts for grid storage. Panasonic already making batts for Tesla, Toyota. Lith-cobalt batts more E dense, but not as safe or long lasting. Exxon actually produced 1st lith-ion batt in '77. But for whatever reasons stopped.
~130k US homes now outfitted with solar. Of 65M homes.
NY Academy of Sciences: cost of coal-fired elgen in US as high as 28 cents/kwh with enviro and health costs factored in. The good news: since '07, 153 proposed coal plants have been cancelled or postponed and 190 existing plants are set to close in coming years because of age and too dirty for investment in scrubbers. Um, I thought all coal plants had scrubbers. O. O Congress. O House of Representatives. Um, what's our health bill these days? Why?
I know. I carry on. But hopefully I don't tarry.
Here's another example of how stupid things are. Hawaii gets 75% of its elgen from imported (not from US) oil. And is 90% dependent on fossil fuels for elgen, which is 36 cents/kwh on avg. and $4.7B/y. (Let alone think about a tanker oil spill there). The entire island chain has 2.4GW gencap. And one hell of a lot of sun and wind. So far, the largest solar farm is 1.2MW. Good news: more solar and wind farms coming.
Corning to open a KY factory in '12 to make thin, textured glass for solar that scatters light so photons spend more time in the semiconductor layer. Their glass has been used for record-setting GE CdTe, Oerlikon's tandem-junction amorphous silcon and maybe soon-to-be-announced CIGS cells.
Research underway on 2 new types of solar: cuprous oxide and tin sulfide.
Finally, every dollar rise in oil costs the US military $31M.
Happy motoring, pards.Thanks for visiting here. Our numbers are growing. Things are always getting better with good thinking. Onward and upward. Godspeed.
Greek GDP going down @ 4%/y. IMF thinks their debt/GDP will reach 172% next yr. Well, Japan has been doing 200% for how long? Greek unemployment @ 40%. Ow.
um- while i watch the MetLife blimp flying around in the sky out my window. Kid you not. And thought of the captain of the Goodyear blimp. And have i told you about my MSFT blimp design? Shaped and colored in the MSFT symbol, which we see below, but powered by solar on top. Never got it to Bill.
Anyway, Italy is at 120% debt/GDP. GDP of $2.1T. Greece is at $330B.
Our glorious House passed an Energy bill $6B below admin's request of $31B for DOE and Corps of Engineers. Environmental cuts and the $11B for hi-speed rail (wouldn't that be DOT?) diverted to midwest flood relief. And why is Corps of Engineers in E bill? God Congress is screwed up. Please help them get unscrewed Lord.
The House also voted Friday to withhold funding to enforce the new light bulb standards in '12. Well, they sure made their statement. You ain't making me do a dam thing i don't wanna, u dam guvmint. Even tho it saves me money long run, saves energy and saves GHG emissions. God please love our politicians better. They really deserve it. And bless all those companies and their people who have made all these better lighting bulbs since '07 and continually work to make them cheaper.
Previously mentioned our oceans absorb 1/3 of CO2 emmissions. New study says world forests absorb another 1/3. But forests are being deforested and US western forests devoured by pine beetle because of droughts.
The head of Brazil's EPA - IBAMA - said on Australia's "60 Minutes" that it's not his job to protect the environment. It's "to minimize the impacts" of destructive projects (new dam in Amazon). But he went on to suggest indigenous tribes that stand in the way of "progress" should be dealt with harshly. Ouch. Ya vol. Sheesh. Um, Brazil, check your government out. We like your growth. And energy policy. But you may be running into ugly. Remember your history.
CA supreme court upheld plastic bag ban. Should cut down on the plastic in the Pacific gyre. Hopefully in time. Hello Oregon, Washington and Alaska. And Mexico and Canada. And west coast Central America and South America and east coast China, Japan and the rest of Asia. I take my plastic bags back to Kroger's recycle bins myself.
Shell has pulled out of their Canadian Arctic NG stake, worsening future prospects of the $16B pipeline project, citing the shale gas boom and regulatory delays. Confident, though, that their assets will be bought.
Sony will start making lith-ion batts for EVs for mid-decade sales. Making since '90's for consumer items, of course. And lithium phosphate batts for grid storage. Panasonic already making batts for Tesla, Toyota. Lith-cobalt batts more E dense, but not as safe or long lasting. Exxon actually produced 1st lith-ion batt in '77. But for whatever reasons stopped.
~130k US homes now outfitted with solar. Of 65M homes.
NY Academy of Sciences: cost of coal-fired elgen in US as high as 28 cents/kwh with enviro and health costs factored in. The good news: since '07, 153 proposed coal plants have been cancelled or postponed and 190 existing plants are set to close in coming years because of age and too dirty for investment in scrubbers. Um, I thought all coal plants had scrubbers. O. O Congress. O House of Representatives. Um, what's our health bill these days? Why?
I know. I carry on. But hopefully I don't tarry.
Here's another example of how stupid things are. Hawaii gets 75% of its elgen from imported (not from US) oil. And is 90% dependent on fossil fuels for elgen, which is 36 cents/kwh on avg. and $4.7B/y. (Let alone think about a tanker oil spill there). The entire island chain has 2.4GW gencap. And one hell of a lot of sun and wind. So far, the largest solar farm is 1.2MW. Good news: more solar and wind farms coming.
Corning to open a KY factory in '12 to make thin, textured glass for solar that scatters light so photons spend more time in the semiconductor layer. Their glass has been used for record-setting GE CdTe, Oerlikon's tandem-junction amorphous silcon and maybe soon-to-be-announced CIGS cells.
Research underway on 2 new types of solar: cuprous oxide and tin sulfide.
Finally, every dollar rise in oil costs the US military $31M.
Happy motoring, pards.Thanks for visiting here. Our numbers are growing. Things are always getting better with good thinking. Onward and upward. Godspeed.
FRIDAY CLOSE
(stock #'s in %)
Market up 42/27/7. Volume fairly heavy (option expirations?). Oil over $97.
CGYV up 30. ENSL up 28. WPNV up 25. SNRY up 20. ZAAP up 19. Still no news on this 3-day 50-plus run. ECOS up 13. AWNE up 11. XSNX up 10. JUHL up 10, but 200 shs. VECO up 7 while news item said lithium-ion batt glut will be massive.
VVIT down 33. TRKP down 17. LMCO down 15. Still no revs. WWPW down 12. WTWO down 11. NGLPF, EVSI down 10. UBRG down 7. RBCN down 3, new low. LEDS down 1, back to their low.
Market up 42/27/7. Volume fairly heavy (option expirations?). Oil over $97.
CGYV up 30. ENSL up 28. WPNV up 25. SNRY up 20. ZAAP up 19. Still no news on this 3-day 50-plus run. ECOS up 13. AWNE up 11. XSNX up 10. JUHL up 10, but 200 shs. VECO up 7 while news item said lithium-ion batt glut will be massive.
VVIT down 33. TRKP down 17. LMCO down 15. Still no revs. WWPW down 12. WTWO down 11. NGLPF, EVSI down 10. UBRG down 7. RBCN down 3, new low. LEDS down 1, back to their low.
Friday, July 15, 2011
EARLY CLOSE
(stock #'s in %)
Market up 26/21/5.
You can buy UBRG at .074. I would do that. Before the day is out.
XSNX up 14. ZAAP up 11. LMCO down 18. WWPW down 13. NGLPF down 10.
Market up 26/21/5.
You can buy UBRG at .074. I would do that. Before the day is out.
XSNX up 14. ZAAP up 11. LMCO down 18. WWPW down 13. NGLPF down 10.
OPEN
(stock #'s in %)
Market up 3/15/2, Naz on Google. Volume a little heavy. 3rd Friday, so maybe some from options. Oil up $1, under $97.
ZAAP up another 11. Over 50-day lines. XSNX up 8. AONE up 7. QTWW up another 7.
VVIT down 33. LMCO down 22. AFPW down 15.
Market up 3/15/2, Naz on Google. Volume a little heavy. 3rd Friday, so maybe some from options. Oil up $1, under $97.
ZAAP up another 11. Over 50-day lines. XSNX up 8. AONE up 7. QTWW up another 7.
VVIT down 33. LMCO down 22. AFPW down 15.
Thursday, July 14, 2011
STUFFS
Indian scientists have found graphene quantum dots can move el current faster than silicon. MIT researchers have found a way to make graphene faster. U of TX researchers manipulating graphene by microwave bombardment (sounds like Texas, fer sher) to make "tunable invisibility cloak": medical imaging devices wouldn't have the harmful radiation. Yea, that's a good way to sell it.
Graphite prices, however, have uber doubled in recent years (graphene comes from graphite, o course). 97% pure graphite goes for >$2k/ton. 99.99% >$20k. China controls ~80% of the global market. What's new. And reserves are running low.
AEP scratching plans to build full-scale $668M carbon capture addition @ 31-yr-old WV coal-fired power plant. 2-yr-old pilot program. They cited Congressional inaction on climate change diminished incentives that had spurred the plan, even though DOE has pledged to cover half the cost. And they don't think regulators would allow them to charge customers for the costs.
Japan's PM: "we should aim to get by without nuclear energy".
House GOP is reviving the push to repeal the light bulb standards. Um, how many of us have already moved on to CFL's? And are just waiting for LED prices to come down? What is the Republican problem with energy savings (which converts directly to cost savings)?! Then converts to less GHG emissions which then converts to less global warming. Even GE has shut down the incandescent lines! OY!
EPA chief: Bush ozone standards "not legally defensible". Not sure which Bush but I have an idea.
Climate change is reducing oceans' ability to absorb CO2: U of WI study of subtropical N. Atlantic. ~1/3 of our planet's CO2 is absorbed by our oceans. And hence becoming more acedic.
Encore Solar says it can lower cost of CdTe thin film production by 20% or more by electroplating. Current CdTe process (FSLR) is vapor deposition. Electroplating could also up efficiency to 17% or more. FSLR now @ 12%, GE announced 12.8% earlier this year.
Abound Solar (and GE) use Close Space Sublimation process. Abound shipped 25MW in '10, expecting 60MW this year and 180MW in '12 at CO factory's full capac. Then planning a 650MW plant in IN.
Another day. And there's got to be a better way than what our leaders are giving us in DC Washington. Though whom of us has an answer to this debt and deficits. Now. We did in '99. O yea. Then we had a very odd election because Bill had screwed the pooch and lied about it? Oy one more time. Debt to America.
Happy trails, pards.
Graphite prices, however, have uber doubled in recent years (graphene comes from graphite, o course). 97% pure graphite goes for >$2k/ton. 99.99% >$20k. China controls ~80% of the global market. What's new. And reserves are running low.
AEP scratching plans to build full-scale $668M carbon capture addition @ 31-yr-old WV coal-fired power plant. 2-yr-old pilot program. They cited Congressional inaction on climate change diminished incentives that had spurred the plan, even though DOE has pledged to cover half the cost. And they don't think regulators would allow them to charge customers for the costs.
Japan's PM: "we should aim to get by without nuclear energy".
House GOP is reviving the push to repeal the light bulb standards. Um, how many of us have already moved on to CFL's? And are just waiting for LED prices to come down? What is the Republican problem with energy savings (which converts directly to cost savings)?! Then converts to less GHG emissions which then converts to less global warming. Even GE has shut down the incandescent lines! OY!
EPA chief: Bush ozone standards "not legally defensible". Not sure which Bush but I have an idea.
Climate change is reducing oceans' ability to absorb CO2: U of WI study of subtropical N. Atlantic. ~1/3 of our planet's CO2 is absorbed by our oceans. And hence becoming more acedic.
Encore Solar says it can lower cost of CdTe thin film production by 20% or more by electroplating. Current CdTe process (FSLR) is vapor deposition. Electroplating could also up efficiency to 17% or more. FSLR now @ 12%, GE announced 12.8% earlier this year.
Abound Solar (and GE) use Close Space Sublimation process. Abound shipped 25MW in '10, expecting 60MW this year and 180MW in '12 at CO factory's full capac. Then planning a 650MW plant in IN.
Another day. And there's got to be a better way than what our leaders are giving us in DC Washington. Though whom of us has an answer to this debt and deficits. Now. We did in '99. O yea. Then we had a very odd election because Bill had screwed the pooch and lied about it? Oy one more time. Debt to America.
Happy trails, pards.
CLOSE
(stock #'s in %)
Market down 54/34/8. Volume picked up, got a little heavy. Oil down under $97 after Bernanke walking back on QE3 and "no plan now for bond purchases" (while auction demand defied the raters' warnings). And what the hell is going on with the debt limit? Some leadership. You're bad. No, you're bad. Oy.
NGLPF up 16 on news of govt grant for performance. May be start of uptrack. RNNM up 15. Above all their lines. Climbing out since Feb. ZAAP, TRKP up 13. ZAAP at 50-day lines. SPWRA up 7, new high. QTWW up 4 more, near triple since May. ENOC up 1. Climbing out above 50-day lines. COMV being held at theirs.
WPNV down 20. ENSL down 16. CRGE down 12. Bottomville. AEBF back 11 after yesterday's surge. CLNE back 9 after their rise of last few days. XSNX back another 8. It was just research news, for gosh sakes. ENER had the same news and hardly budged. CIGS solar efficiency of 16.8%. Great. MAKE them. And make profits. PEIX down 5, another new low. Are they out of bankruptcy? Can they make a profit? Are they progressing with cellulosic? CREE down 3, back to bottom. Almost bought a call option today on them to see $35 in the near future. ITRI down 2, another new low. AFPW came back, finished down 2. UBRG down 1. They usually go down in the mornings. Give it a look see manana.
Market down 54/34/8. Volume picked up, got a little heavy. Oil down under $97 after Bernanke walking back on QE3 and "no plan now for bond purchases" (while auction demand defied the raters' warnings). And what the hell is going on with the debt limit? Some leadership. You're bad. No, you're bad. Oy.
NGLPF up 16 on news of govt grant for performance. May be start of uptrack. RNNM up 15. Above all their lines. Climbing out since Feb. ZAAP, TRKP up 13. ZAAP at 50-day lines. SPWRA up 7, new high. QTWW up 4 more, near triple since May. ENOC up 1. Climbing out above 50-day lines. COMV being held at theirs.
WPNV down 20. ENSL down 16. CRGE down 12. Bottomville. AEBF back 11 after yesterday's surge. CLNE back 9 after their rise of last few days. XSNX back another 8. It was just research news, for gosh sakes. ENER had the same news and hardly budged. CIGS solar efficiency of 16.8%. Great. MAKE them. And make profits. PEIX down 5, another new low. Are they out of bankruptcy? Can they make a profit? Are they progressing with cellulosic? CREE down 3, back to bottom. Almost bought a call option today on them to see $35 in the near future. ITRI down 2, another new low. AFPW came back, finished down 2. UBRG down 1. They usually go down in the mornings. Give it a look see manana.
OPEN
(stock #'s in %)
Market up 62/9/5. Volume light. Oil just under $99. US wholesale prices down .4% in June.
TRKP up 16. ZAAP up 8, hit 50-day lines and now backed off.
AFPW down 20. AEBF down 18. ENSL down 17. ASOE down 11. CRGE down 9 more.
Market up 62/9/5. Volume light. Oil just under $99. US wholesale prices down .4% in June.
TRKP up 16. ZAAP up 8, hit 50-day lines and now backed off.
AFPW down 20. AEBF down 18. ENSL down 17. ASOE down 11. CRGE down 9 more.
Wednesday, July 13, 2011
STUFF
Mitsui plans to build 100MW of solar plants in Japan's disaster area and add wind power if locations windy enough.
EV's are 1/10th - 1/2 cost to "fuel" as gasoline fillup: Northeast Group study. Utilities help with reduced rates off peak.
House Repubs failed to stop enactment of new light bulb standards. Um, was signed into law by George W. I guess that's what Republicans do: fight any progress tooth and nail. I just can't understand their minds, hearts or souls. I do understand their pockets though.
A steel producer got a $730M DOE loan (or guarantee) to help make lighter vehicles.
Duke and AEP teaming up on $275M, 55-mile 765kV power line project with TVA in IN, KY. Will improve grid reliability, enhance reliability and efficiency of region's transmission operators, link region's power plants more efficiently and provide improved interconnects for new power plants in central IN, including >3GW of planned wind gen.
Ford turns old tires into seals, gaskets for their vehicles. 25% tire particulate, 17% soy content. Obviously, 58% something else. First intro'd in '08. Now in 11 models. Also turning old carpet into cylinder head covers.
2 reports say real costs of GHG emissions more like $900/ton v. the $21 govt uses now.
Waste Management rolled out their 1000th NG vehicle. They run on captured methane from the landfills.
Kinder Morgan looking to increase capacity of Edmonton to Vancouver oil pipe by a few hundred thousand bls. Pipe now carries 300kb/d. So, more oils sands oil to Asia, not US. To help balance out Brent and WTI oil prices. But, of course, years up the road.
OPEC: expanding global economy expected to increase oil demand by 1.32mb/d in '12. 88.2 to 89.5. Not including oil needs with Japan's nuke shutdown.
Ideal Power Converters developing tech to shrink size, weight of inverter by 90%. Also reduces shipping and install costs 90%. Eliminates electrolytic capacitors, magnetic steel and copper wire by using "current modulation", advanced controls.
MIT has come up with carbon nanotubes combined with azobenzene for solar E storage solution.
Green jobs now outnumber fossil fuel jobs: Brookings and Batelle study. 2.7M green jobs. Each green job exports $20k/yr, 2X avg.
EV's are 1/10th - 1/2 cost to "fuel" as gasoline fillup: Northeast Group study. Utilities help with reduced rates off peak.
House Repubs failed to stop enactment of new light bulb standards. Um, was signed into law by George W. I guess that's what Republicans do: fight any progress tooth and nail. I just can't understand their minds, hearts or souls. I do understand their pockets though.
A steel producer got a $730M DOE loan (or guarantee) to help make lighter vehicles.
Duke and AEP teaming up on $275M, 55-mile 765kV power line project with TVA in IN, KY. Will improve grid reliability, enhance reliability and efficiency of region's transmission operators, link region's power plants more efficiently and provide improved interconnects for new power plants in central IN, including >3GW of planned wind gen.
Ford turns old tires into seals, gaskets for their vehicles. 25% tire particulate, 17% soy content. Obviously, 58% something else. First intro'd in '08. Now in 11 models. Also turning old carpet into cylinder head covers.
2 reports say real costs of GHG emissions more like $900/ton v. the $21 govt uses now.
Waste Management rolled out their 1000th NG vehicle. They run on captured methane from the landfills.
Kinder Morgan looking to increase capacity of Edmonton to Vancouver oil pipe by a few hundred thousand bls. Pipe now carries 300kb/d. So, more oils sands oil to Asia, not US. To help balance out Brent and WTI oil prices. But, of course, years up the road.
OPEC: expanding global economy expected to increase oil demand by 1.32mb/d in '12. 88.2 to 89.5. Not including oil needs with Japan's nuke shutdown.
Ideal Power Converters developing tech to shrink size, weight of inverter by 90%. Also reduces shipping and install costs 90%. Eliminates electrolytic capacitors, magnetic steel and copper wire by using "current modulation", advanced controls.
MIT has come up with carbon nanotubes combined with azobenzene for solar E storage solution.
Green jobs now outnumber fossil fuel jobs: Brookings and Batelle study. 2.7M green jobs. Each green job exports $20k/yr, 2X avg.
CLOSE
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Market up 44/15/4. The rally obviously didn't have legs. Volume normal. Oil just under $98. Fitch downgraded Greece to one notch above default, coming in line with Moody's and S&P. And what about the USA?
Anyway, VVIT up 80. AEBF up 53, I think a new high. I was hoping to buy in at 20 cents. AFPW up 30 on volume. HYPF also up 30. GSPI up 20 on news. FEWP up 18. HYEG up 16. SPOW up 15. CLNE up 13 more. GEVO up 8. BCON up 5. KIOR up 4, new high.
MGLT down 62 on hardly any volume. CRGE down 28. BFRE down 20. CLNO down 18. WPNV down 16. WWPW down 15. LIME down 13. LMCO, BHWX down 10. DSTI down 5, new low. UBRG down 3. WEST down 2.
Market up 44/15/4. The rally obviously didn't have legs. Volume normal. Oil just under $98. Fitch downgraded Greece to one notch above default, coming in line with Moody's and S&P. And what about the USA?
Anyway, VVIT up 80. AEBF up 53, I think a new high. I was hoping to buy in at 20 cents. AFPW up 30 on volume. HYPF also up 30. GSPI up 20 on news. FEWP up 18. HYEG up 16. SPOW up 15. CLNE up 13 more. GEVO up 8. BCON up 5. KIOR up 4, new high.
MGLT down 62 on hardly any volume. CRGE down 28. BFRE down 20. CLNO down 18. WPNV down 16. WWPW down 15. LIME down 13. LMCO, BHWX down 10. DSTI down 5, new low. UBRG down 3. WEST down 2.
OPEN
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Market up 162/39/16 on Bernanke saying more stimulus ready if needed and China reporting 9.5% growth in 2Q, higher than forecast. And Italy speeding up approval of austerity plan. Volume normal. Oil over $97.
Most stocks up under 5%. CLNE up another 12. TRKP up 16. NEWN up 20 on insider buys.
WNEA down 26. CRGE down 22. WPNV down 16. CCGI down 11. XSNX down 6. UBRG down 3. WEST down 1.
Market up 162/39/16 on Bernanke saying more stimulus ready if needed and China reporting 9.5% growth in 2Q, higher than forecast. And Italy speeding up approval of austerity plan. Volume normal. Oil over $97.
Most stocks up under 5%. CLNE up another 12. TRKP up 16. NEWN up 20 on insider buys.
WNEA down 26. CRGE down 22. WPNV down 16. CCGI down 11. XSNX down 6. UBRG down 3. WEST down 1.
Tuesday, July 12, 2011
STUFF
UN Environment Program: clean E investments reached record $211B in '10. 1st time ever grew more in developing countries v. developed. $72B v. $70B. OK, what kind of countries did that other $69B go to? 3rd world? China did $49B. 28% growth. S. and C. America up 39% to $13B. India up 25% to $3.8B. Mideast/Africa up 104% to $5B.
AT&T to install 7.5MW of Bloom E servers @ 11 CA facilities. They sell @ $700k for 100kw. Solid oxide fuel cells that convert NG into el @ ~ 50% efficiency. In June, Bloom signed up w/ a Delaware utility for 30MW. Cumulative fed, CA state credits can come to $8.25/W. Do that math. And the Blooms can get data centers offline.
Chesapeake E to spend $1B to promote wider use of NG as transportation fuel. Starting with $150M investment in CLNE (T. Bone Pickens). Then $155M in Sundrop Fuels. They make a gas substitute from plant material and NG and planning their 1st commercial-scale biorefinery online next year using Exxon's meth-to-gasoline process. CLNE's going to build 150 LNG fueling pumps at Pilot-Flying J Centers.
Chevron, within the Q2 projections, announced US oil production running 1.8% lower than last year, intl output down 2.4%.
DOE announced 28 contracts to sell that 30M bls from the strategic reserve at $104 to $109. Um, oil is trading at $95-6. And this tells us what? In '05, after Katrina, the govt wanted to sell 30M bls but demand was so low they only sold 11M. Was this also a move to get a few bucks in the bank in case of default? O come on. The United States of America default?! We might as well move to China now. Or Brazil.
China: PV solar cap to hit 10GW by '15 and at least 50GW by '20. Also 13GW of biomass powergen by '15.
AT&T to install 7.5MW of Bloom E servers @ 11 CA facilities. They sell @ $700k for 100kw. Solid oxide fuel cells that convert NG into el @ ~ 50% efficiency. In June, Bloom signed up w/ a Delaware utility for 30MW. Cumulative fed, CA state credits can come to $8.25/W. Do that math. And the Blooms can get data centers offline.
Chesapeake E to spend $1B to promote wider use of NG as transportation fuel. Starting with $150M investment in CLNE (T. Bone Pickens). Then $155M in Sundrop Fuels. They make a gas substitute from plant material and NG and planning their 1st commercial-scale biorefinery online next year using Exxon's meth-to-gasoline process. CLNE's going to build 150 LNG fueling pumps at Pilot-Flying J Centers.
Chevron, within the Q2 projections, announced US oil production running 1.8% lower than last year, intl output down 2.4%.
DOE announced 28 contracts to sell that 30M bls from the strategic reserve at $104 to $109. Um, oil is trading at $95-6. And this tells us what? In '05, after Katrina, the govt wanted to sell 30M bls but demand was so low they only sold 11M. Was this also a move to get a few bucks in the bank in case of default? O come on. The United States of America default?! We might as well move to China now. Or Brazil.
China: PV solar cap to hit 10GW by '15 and at least 50GW by '20. Also 13GW of biomass powergen by '15.
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Market went up but ended down 58/20/5. Volume turned a little heavy. Oil up $1.50. Record high for gold. Moody's cut Ireland to junk. Fed officials split on new stimulus and told to keep quiet? MN still shut down. and our "leaders" used scare tactics or raised the vitriol over the debt crisis. What a shame. What, are we going to have another civil war? Come on. Let's get along, A? Let's share the toys boys and girls.
Intrysting day indeed. XSNX up 25 on news they have in lab good numbers on efficiency? ENER did too (down 3). CABN up 18. Another punch up above all their lines. CLNE up 16 on the Chesapeake E news: $1B to promote NG as transportation fuel. An NG day truly. A jump over all CLNE's lines with the huge volume. WWPW up 12 on yesterday's news? Staying above the lines. Real volume. JUHL up 10. Check them out. WPRT up 8. The NG news. ZAAP up 8. Go figure. UBRG up 8. I was going to say something when they were down 10% this morning but wasn't sure enough to tell you to buy it down there. Again, the NG news. And they paid out on the 10% stock dividend today. Yay. Good day. SZYM up 5, new high. It's NG and biofuels for the future: Chevron. BCON up 4 on volume. Dealing with 50-day lines. Finally, CREE maybe making a stand.
ESLR down 32. When you're out you're out. PSUD down 26. TRKP down 18. RNNM down 13. SPOW, EVCA down 12. ALTI down 11. LEDS, LMCO down 10. AFPW down 9. SOLR down 9 too. Bad solar day. Like ASYS down 7 despite record revs projected. HSOL down 6. PEIX down 5, another new low. JASO, WEST down 2, JASO hitting a new low but coming back some.
And that's what I saw pards.
Market went up but ended down 58/20/5. Volume turned a little heavy. Oil up $1.50. Record high for gold. Moody's cut Ireland to junk. Fed officials split on new stimulus and told to keep quiet? MN still shut down. and our "leaders" used scare tactics or raised the vitriol over the debt crisis. What a shame. What, are we going to have another civil war? Come on. Let's get along, A? Let's share the toys boys and girls.
Intrysting day indeed. XSNX up 25 on news they have in lab good numbers on efficiency? ENER did too (down 3). CABN up 18. Another punch up above all their lines. CLNE up 16 on the Chesapeake E news: $1B to promote NG as transportation fuel. An NG day truly. A jump over all CLNE's lines with the huge volume. WWPW up 12 on yesterday's news? Staying above the lines. Real volume. JUHL up 10. Check them out. WPRT up 8. The NG news. ZAAP up 8. Go figure. UBRG up 8. I was going to say something when they were down 10% this morning but wasn't sure enough to tell you to buy it down there. Again, the NG news. And they paid out on the 10% stock dividend today. Yay. Good day. SZYM up 5, new high. It's NG and biofuels for the future: Chevron. BCON up 4 on volume. Dealing with 50-day lines. Finally, CREE maybe making a stand.
ESLR down 32. When you're out you're out. PSUD down 26. TRKP down 18. RNNM down 13. SPOW, EVCA down 12. ALTI down 11. LEDS, LMCO down 10. AFPW down 9. SOLR down 9 too. Bad solar day. Like ASYS down 7 despite record revs projected. HSOL down 6. PEIX down 5, another new low. JASO, WEST down 2, JASO hitting a new low but coming back some.
And that's what I saw pards.
OPEN
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Market down 10/9/0. Volume normal. Oil over $95. Italy now creeping into the crisis spotlight.
Yahoo finance portfolio pages not working right today again. So this is a partial list.
CABN up 20. CLNE up 16 on news. XSNX up 9 on news.
ESLR down 30. Reality bites. BFRE down 20. SPOW down 14. LMCO, UBRG down 10. Solars getting slammered again. SOLR down 9, HSOL down 8, JASO down another 6.
Market down 10/9/0. Volume normal. Oil over $95. Italy now creeping into the crisis spotlight.
Yahoo finance portfolio pages not working right today again. So this is a partial list.
CABN up 20. CLNE up 16 on news. XSNX up 9 on news.
ESLR down 30. Reality bites. BFRE down 20. SPOW down 14. LMCO, UBRG down 10. Solars getting slammered again. SOLR down 9, HSOL down 8, JASO down another 6.
Monday, July 11, 2011
STUFF
12-24 tons/yr of plastic swallowed by fish at intermediate depths in N. Pacific alone. And an intl study found Blue Marlin and Tuna at grave risk from over fishing.
NWS: record south-central US drought could continue into '12.
US non-residential PV solar pipeline now >17GW. 601 projects from 50KW to 500MW, install dates from now to '15. 62% in CA. Top suppliers FSLR, SPWRA, Suntech.
Duke E Renewables to build 131MW windfarm 200 miles west of Wichita, start in fall. DER owns ~1GW gencap @ 9 US windfarms. 4 in WY, 3 in TX, 1 in CO, 1 in PA. Announced plans to build 168MW windfarm in KS in May. Since '07, >$1.5B invested in wind, solar elgen.
Currently, NG equivalent of gal of gasoline costs 75 cents. Um. NG would cost 75 cents/gal at the pump?!
Vestas got order for 16 1.8MW wind turbines for southern Mex windfarm. Also order for 60MW for windfarms in Brazil, using 2MW turbines. And 180MW order from Sweden.
European Investment Bank has agreed to fund 15% of Germany's move to other clean E to replace nukes. Total est. cost ~E90B. 20GW nuke cap.
Siemens got order for 50MW CSP plant in Spain. Parabolic trough.
A mailer claims Israel has just discovered what could be 2nd largest oil field in history. Up to 250B bls. And a tiny Canadian comp supposedly has exclusive rights to a significant chunk of it. If true, it's a big game changer.
Analysts saying that undersea rare earth metal find is too difficult to mine. There's a rime.
Shell to get C$876M over 15 yrs from Canada and Alberta for C capture/storage project at oil sands plant. Alberta has committed C$2B to develop the tech. Oil sands production in '10 up 11% to 854kb/d.
Australia plans to tax C emissions @ $25/ton. July '12 start. Then rises of 2.5%/y to '15. Then move to market. To apply to 500 top emitters. Also to establish A$10B Clean E Finance Corp, a Renewable E Agency to manage A$3.2B in govt funding for R,D and D, and a A$200M Clean Tech Innovation Program to help business invest in new tech.
Iran aims to deliver NG to Oman through Persian Gulf pipe by March.
CocaCola, GE, Ryder, Enterprise, Staples and Osram Sylvania joined Green Fleet Program. Coke already operates nation's largest hybrid fleet.
China's inflation running about 6.4%.
Pakistan has ~2.7M NGV's and 3,200 NG stations, most in world. But now an LNG shortage, besides el. Failure of past govts to anticipate demand plus a drought that has reduced hydro power output. And in some areas, 30-40% of el is stolen.
Oil spill from NE China offshore rig last month has spread to over 320 sq. miles.
Shell will produce more NG than oil starting next year.
Japan will need an est. 55kb/d more oil from July to Sept since nukes probably won't restart this summer. Cesium 137 blw safe limit found in Tokyo tapwater.
France raised the possibility of pulling out of nuke power!
An est. 11B bls oil found off Namibia coast. Prod. planned w/in 4 yrs.
India's imports of coal from S. Africa fell 21% 1H11 from year earlier. China purchases rose 18%.
Shell approved by US to drill deepwater well in GOM 43% deeper than BP's Macondo.
NY enviro authorities determined fracking can be safe. Permits likely won't be issued this year.
Americans selected dilithium crystals to power our next generation. Um, hopefully we will have them.
Andersons mixing soft red winter wheat into eth ops in OH in wake of rising corn costs.
USDA said biofuels are not driving food costs up. O come on.
Brazil's BSBios to build multi-feedstock biodiesel plant in S. FL.
And Jeter's 3 thousandth hit ball was worth an est. $180k. And the guy gave it to Jeter. Duh. Jeter already makes what? I guess the guy just didn't need any of that $180k. Amazing. Amazing what people do.
NWS: record south-central US drought could continue into '12.
US non-residential PV solar pipeline now >17GW. 601 projects from 50KW to 500MW, install dates from now to '15. 62% in CA. Top suppliers FSLR, SPWRA, Suntech.
Duke E Renewables to build 131MW windfarm 200 miles west of Wichita, start in fall. DER owns ~1GW gencap @ 9 US windfarms. 4 in WY, 3 in TX, 1 in CO, 1 in PA. Announced plans to build 168MW windfarm in KS in May. Since '07, >$1.5B invested in wind, solar elgen.
Currently, NG equivalent of gal of gasoline costs 75 cents. Um. NG would cost 75 cents/gal at the pump?!
Vestas got order for 16 1.8MW wind turbines for southern Mex windfarm. Also order for 60MW for windfarms in Brazil, using 2MW turbines. And 180MW order from Sweden.
European Investment Bank has agreed to fund 15% of Germany's move to other clean E to replace nukes. Total est. cost ~E90B. 20GW nuke cap.
Siemens got order for 50MW CSP plant in Spain. Parabolic trough.
A mailer claims Israel has just discovered what could be 2nd largest oil field in history. Up to 250B bls. And a tiny Canadian comp supposedly has exclusive rights to a significant chunk of it. If true, it's a big game changer.
Analysts saying that undersea rare earth metal find is too difficult to mine. There's a rime.
Shell to get C$876M over 15 yrs from Canada and Alberta for C capture/storage project at oil sands plant. Alberta has committed C$2B to develop the tech. Oil sands production in '10 up 11% to 854kb/d.
Australia plans to tax C emissions @ $25/ton. July '12 start. Then rises of 2.5%/y to '15. Then move to market. To apply to 500 top emitters. Also to establish A$10B Clean E Finance Corp, a Renewable E Agency to manage A$3.2B in govt funding for R,D and D, and a A$200M Clean Tech Innovation Program to help business invest in new tech.
Iran aims to deliver NG to Oman through Persian Gulf pipe by March.
CocaCola, GE, Ryder, Enterprise, Staples and Osram Sylvania joined Green Fleet Program. Coke already operates nation's largest hybrid fleet.
China's inflation running about 6.4%.
Pakistan has ~2.7M NGV's and 3,200 NG stations, most in world. But now an LNG shortage, besides el. Failure of past govts to anticipate demand plus a drought that has reduced hydro power output. And in some areas, 30-40% of el is stolen.
Oil spill from NE China offshore rig last month has spread to over 320 sq. miles.
Shell will produce more NG than oil starting next year.
Japan will need an est. 55kb/d more oil from July to Sept since nukes probably won't restart this summer. Cesium 137 blw safe limit found in Tokyo tapwater.
France raised the possibility of pulling out of nuke power!
An est. 11B bls oil found off Namibia coast. Prod. planned w/in 4 yrs.
India's imports of coal from S. Africa fell 21% 1H11 from year earlier. China purchases rose 18%.
Shell approved by US to drill deepwater well in GOM 43% deeper than BP's Macondo.
NY enviro authorities determined fracking can be safe. Permits likely won't be issued this year.
Americans selected dilithium crystals to power our next generation. Um, hopefully we will have them.
Andersons mixing soft red winter wheat into eth ops in OH in wake of rising corn costs.
USDA said biofuels are not driving food costs up. O come on.
Brazil's BSBios to build multi-feedstock biodiesel plant in S. FL.
And Jeter's 3 thousandth hit ball was worth an est. $180k. And the guy gave it to Jeter. Duh. Jeter already makes what? I guess the guy just didn't need any of that $180k. Amazing. Amazing what people do.
CLOSE
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Market down 151/57/24. Volume normal. Oil closer to $95. Italy and Spain debt concerns mounting. Pro-Assad "mobs" attack US, French embassies. Fed says "recession" cost us $7,300/person. Mondays. Love 'm, hate 'm.
I got BFRE up 46. Maybe it's about time. KNDI up 19. WTWO up 18. Too low of volume for the price. ARWR up 15. Working through 50-day lines. QTWW up 13. Looks like a run up coming. Look see the 3-yr chart too. LMCO, ESLR up 10. ESLR up 10. Staking out their bottom ground I guess. RBCN up 3. Probably a safe buy. CREE made a new low, I think, and came back to flat. Light bulb bill up in House.
QTMM down 14. Still looks like a climb out. HEV, INTK down 11. BHWX down 10. UBRG down 7. Getting a little late on their audited report they said would be out last week. JASO down 5, new low.
And blah the blah blah.
Market down 151/57/24. Volume normal. Oil closer to $95. Italy and Spain debt concerns mounting. Pro-Assad "mobs" attack US, French embassies. Fed says "recession" cost us $7,300/person. Mondays. Love 'm, hate 'm.
I got BFRE up 46. Maybe it's about time. KNDI up 19. WTWO up 18. Too low of volume for the price. ARWR up 15. Working through 50-day lines. QTWW up 13. Looks like a run up coming. Look see the 3-yr chart too. LMCO, ESLR up 10. ESLR up 10. Staking out their bottom ground I guess. RBCN up 3. Probably a safe buy. CREE made a new low, I think, and came back to flat. Light bulb bill up in House.
QTMM down 14. Still looks like a climb out. HEV, INTK down 11. BHWX down 10. UBRG down 7. Getting a little late on their audited report they said would be out last week. JASO down 5, new low.
And blah the blah blah.
OPEN
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Market down 148/42/21 I would say on last Friday's job numbers and no debt resolution in the Sunday night meet. Volume normal to slightly light. Oil down to just over $95. Again, the old normal was oil over $80 caused recession. Seems to be still the norm. And there are projections for $150 oil next year. We have to get off oil, folks. That's EV's and biofuels. And even nat gas.
KNDI up 25 on news. LMCO up 14. There's 2 EV comps right there. That's a thrust off the bottom and over 50-day lines for KNDI. LMCO getting up to 50-days. WWPW up 5 on analyst recommendation. Staying above 200-day lines. QTWW up 5.
WPNV down 42. EVCA down 26. WNEA down 14. HEV down 13, new low. JASO down 4 more, back to its low.
Market down 148/42/21 I would say on last Friday's job numbers and no debt resolution in the Sunday night meet. Volume normal to slightly light. Oil down to just over $95. Again, the old normal was oil over $80 caused recession. Seems to be still the norm. And there are projections for $150 oil next year. We have to get off oil, folks. That's EV's and biofuels. And even nat gas.
KNDI up 25 on news. LMCO up 14. There's 2 EV comps right there. That's a thrust off the bottom and over 50-day lines for KNDI. LMCO getting up to 50-days. WWPW up 5 on analyst recommendation. Staying above 200-day lines. QTWW up 5.
WPNV down 42. EVCA down 26. WNEA down 14. HEV down 13, new low. JASO down 4 more, back to its low.
Friday, July 8, 2011
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Market down 62/12/9. Came back pretty well. Volume summer Friday normal. Oil steady over $96. Still sticking in our craw is ADP job numbers yesterday v. US gov numbers today. What the hell?! And South Sudan to celebrate their independence day tomorrow. Oil at stake. US sanctions may drop soon. I give George Clooney some dam credit here. Way to go George. O, and earnings season starts next week. O yea, and last shuttle launch ever. Unless they're going to sell rides. Only 2 have crashed. Um, no survivors.
RNNM up 31. That was one hell of a 3-day jump back. Might actually be for real. MDTL up 28. I think this is just an insider trading vehicle. Suck m in, spit m out. Not pumpin and dumpin. QTMM up 17. Double-plus since May. CSGH also up 17. IAUS up 12. COMV, CSKH up 11. COMV. COMV up 11. Did I mention COMV? LEDS up 8 after the terrible Q report. Go figure.
AFPW down 22. VVIT down 16. FEWP down 15. PEIX down 6, new low. CREE down 3. UBRG ended up down only 1. Yay. Yay for me. And the quick and patient had a good buying opportunity again.
And the clouds outside are moving from east to west which means either a high up north or a low down south. Or both. While we spin on at 1k MPH while lumbering through space at ~66k MPH (if I calculated right back in geometry class). (I'm going through having to do 2 1-hour bus rides this afternoon to buy new hightops at Walmart).
Happy weekend trails, pards.
Market down 62/12/9. Came back pretty well. Volume summer Friday normal. Oil steady over $96. Still sticking in our craw is ADP job numbers yesterday v. US gov numbers today. What the hell?! And South Sudan to celebrate their independence day tomorrow. Oil at stake. US sanctions may drop soon. I give George Clooney some dam credit here. Way to go George. O, and earnings season starts next week. O yea, and last shuttle launch ever. Unless they're going to sell rides. Only 2 have crashed. Um, no survivors.
RNNM up 31. That was one hell of a 3-day jump back. Might actually be for real. MDTL up 28. I think this is just an insider trading vehicle. Suck m in, spit m out. Not pumpin and dumpin. QTMM up 17. Double-plus since May. CSGH also up 17. IAUS up 12. COMV, CSKH up 11. COMV. COMV up 11. Did I mention COMV? LEDS up 8 after the terrible Q report. Go figure.
AFPW down 22. VVIT down 16. FEWP down 15. PEIX down 6, new low. CREE down 3. UBRG ended up down only 1. Yay. Yay for me. And the quick and patient had a good buying opportunity again.
And the clouds outside are moving from east to west which means either a high up north or a low down south. Or both. While we spin on at 1k MPH while lumbering through space at ~66k MPH (if I calculated right back in geometry class). (I'm going through having to do 2 1-hour bus rides this afternoon to buy new hightops at Walmart).
Happy weekend trails, pards.
OPEN
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Market down 115/30/15. Volume normal. Oil down to $96. Gov says only 18k new jobs in June. So how did ADP get 157k yesterday?! Crazy.
Yahoo can't get numbers up right yet today. So this will be truncated. Of course, we have the extremely low volume jumps - VNDB up 16, XDSL up 8, PSPW up 6, ZAAP and WWPW down 9. Otherwise, CCTC is up 7, WEST is up 4 and ASTI up 1.
AFPW down 20. UBRG down 10. CREE down 5. LEDS, CSIQ down 4. And the rest of the solars down some more.
Market down 115/30/15. Volume normal. Oil down to $96. Gov says only 18k new jobs in June. So how did ADP get 157k yesterday?! Crazy.
Yahoo can't get numbers up right yet today. So this will be truncated. Of course, we have the extremely low volume jumps - VNDB up 16, XDSL up 8, PSPW up 6, ZAAP and WWPW down 9. Otherwise, CCTC is up 7, WEST is up 4 and ASTI up 1.
AFPW down 20. UBRG down 10. CREE down 5. LEDS, CSIQ down 4. And the rest of the solars down some more.
Thursday, July 7, 2011
CLOSE
(stock #'s in %)
Market up 93/38/14. Volume summer normal. Oil held over $98.
LEOM up 70. Happens. WPNV up 38. RNNM up 29. HYPF up 25 on 6k shares. I wouldn't touch it. NSOL up 17. Not even checking charts. Solly. WNEA up 16. EVCA up 13. MDTL, QTMM up 11. QTMM one to watch. EFOI up 10. That was a surprise. LEDs. Don't count them out. CCTC, COMV up 7. CCTC on volume. ENOC up 6. NANO up 5, new high. CREE up 3. SOLR up 2, hit new high. SPWRA back to $20.
FRBE down 29 on all of 2.6k shares. VVIT down 25 on 9. MMMW down 18 on 8. Just reporting. ASOE down 15. VNDB down 14. One to watch. CSKH, IAUS down 11. LEDS down 11 too after hours after reporting Q. Going on 12. AMEL down 8, back to bottom. UBRG down 6. 10% stock dividend disbursement tomorrow. JASO down 4.
Market up 93/38/14. Volume summer normal. Oil held over $98.
LEOM up 70. Happens. WPNV up 38. RNNM up 29. HYPF up 25 on 6k shares. I wouldn't touch it. NSOL up 17. Not even checking charts. Solly. WNEA up 16. EVCA up 13. MDTL, QTMM up 11. QTMM one to watch. EFOI up 10. That was a surprise. LEDs. Don't count them out. CCTC, COMV up 7. CCTC on volume. ENOC up 6. NANO up 5, new high. CREE up 3. SOLR up 2, hit new high. SPWRA back to $20.
FRBE down 29 on all of 2.6k shares. VVIT down 25 on 9. MMMW down 18 on 8. Just reporting. ASOE down 15. VNDB down 14. One to watch. CSKH, IAUS down 11. LEDS down 11 too after hours after reporting Q. Going on 12. AMEL down 8, back to bottom. UBRG down 6. 10% stock dividend disbursement tomorrow. JASO down 4.
STUFF
At the height of the bubble, Wall St. had $183T of derivatives on the books. It's now $248T. Total US debt - gov, corp, mortgage, personal - now $50T. What have we learned?
Seaweed - kelp - being studied for biofuel source. High growth rate, decay efficiently yields methane, sugars. But seasonal.
AEP Ohio "participation agreement" w/ Turning Point Solar for 50MW solar project. 250k panels will be made in OH by Isofoton. To be built on reclaimed coal mine land. Begin in '12, online in '15, 600 jobs. AEP to invest $20M.
In Spain, Torresol's 19.9MW power tower solar farm (mirrors concentrate heat on tower boiler) 1st ever to generate 24-hour solar power in last weeks of June. Molten salt heat sink generated power thru the nights. So why are we building gigawatt PV plants in the desert? Well, the gov guaranteed the loans. O, FSLR owned by Walton family. O. Political contributions? O. Oy.
Another problem with multi MW plants is that up to 20% of elgen loss with inverters and transformers with step-ups and step-downs of voltage in transmission. Small plants in close proximity to users eliminates much of that loss.
ENOC bought the largest demand response provider in Australia/NewZealand. No figures disclosed.
DOE planning $105M loan guarantee for POET's expansion of IA eth plant to make cellulosic eth. Going for ability to process 700 tons/d of corn waste (stover). DOA already has announced $405M in guarantees. $250M for Coskata to convert household waste, other waste into eth. $80M for Enerkem plant, $75M for Ineos Bio biorefinery. POET's pilot cellulosic plant is producing eth @ $2.50-$3/gal, ~50 cents higher than from corn kernels. The corn stover is steamed, treated w/ acid, then broken down by enzymes (sounds like a stomach) into ordinary sugar and a 2nd sugar w/ 1 fewer C atom. Both converted by yeast into alcohol, but persuading the yeast to eat the 2nd sugar requires DNA alteration. Cool or what?
EPA finalized rules on soot and smog-forming power plant emissions for 27 eastern states.
Forest Service: fracking discharge is toxic to plants.
Navy put out its biggest request yet for biofuels.
Quebec released cap and trade regs for '13 start.
JDSU entering CPV (concentrated PV solar) market as chip supplier, acquiring UK's Quanta Sol. Multiple quantum well tech. JDSU familiar with, used for decades in laser diodes. CPV has seen run of financing in last few weeks. And EMKR has not been consistent in supply chain.
And, finally, happy trails, pards.
Seaweed - kelp - being studied for biofuel source. High growth rate, decay efficiently yields methane, sugars. But seasonal.
AEP Ohio "participation agreement" w/ Turning Point Solar for 50MW solar project. 250k panels will be made in OH by Isofoton. To be built on reclaimed coal mine land. Begin in '12, online in '15, 600 jobs. AEP to invest $20M.
In Spain, Torresol's 19.9MW power tower solar farm (mirrors concentrate heat on tower boiler) 1st ever to generate 24-hour solar power in last weeks of June. Molten salt heat sink generated power thru the nights. So why are we building gigawatt PV plants in the desert? Well, the gov guaranteed the loans. O, FSLR owned by Walton family. O. Political contributions? O. Oy.
Another problem with multi MW plants is that up to 20% of elgen loss with inverters and transformers with step-ups and step-downs of voltage in transmission. Small plants in close proximity to users eliminates much of that loss.
ENOC bought the largest demand response provider in Australia/NewZealand. No figures disclosed.
DOE planning $105M loan guarantee for POET's expansion of IA eth plant to make cellulosic eth. Going for ability to process 700 tons/d of corn waste (stover). DOA already has announced $405M in guarantees. $250M for Coskata to convert household waste, other waste into eth. $80M for Enerkem plant, $75M for Ineos Bio biorefinery. POET's pilot cellulosic plant is producing eth @ $2.50-$3/gal, ~50 cents higher than from corn kernels. The corn stover is steamed, treated w/ acid, then broken down by enzymes (sounds like a stomach) into ordinary sugar and a 2nd sugar w/ 1 fewer C atom. Both converted by yeast into alcohol, but persuading the yeast to eat the 2nd sugar requires DNA alteration. Cool or what?
EPA finalized rules on soot and smog-forming power plant emissions for 27 eastern states.
Forest Service: fracking discharge is toxic to plants.
Navy put out its biggest request yet for biofuels.
Quebec released cap and trade regs for '13 start.
JDSU entering CPV (concentrated PV solar) market as chip supplier, acquiring UK's Quanta Sol. Multiple quantum well tech. JDSU familiar with, used for decades in laser diodes. CPV has seen run of financing in last few weeks. And EMKR has not been consistent in supply chain.
And, finally, happy trails, pards.
OPEN
(stock #'s in %)
Market up 86/33/11 primarily on ADP jobs report of 157k new jobs in June. Volume summer normal. Oil jumped to over $98.
LEOM up 48. WPNV up 38. RNNM up 29. WNEA up 16. ENOC up 8. Climbing off of bottom.
CRGE down 17. UBRG down 5 after another flash crash. I got lucky and got back in at .073. HSOL down 4. JASO down 3. No break for the Chinese solars. WEST down 1.
Market up 86/33/11 primarily on ADP jobs report of 157k new jobs in June. Volume summer normal. Oil jumped to over $98.
LEOM up 48. WPNV up 38. RNNM up 29. WNEA up 16. ENOC up 8. Climbing off of bottom.
CRGE down 17. UBRG down 5 after another flash crash. I got lucky and got back in at .073. HSOL down 4. JASO down 3. No break for the Chinese solars. WEST down 1.
Wednesday, July 6, 2011
CLOSE
(stock #'s in %)
Market up 56/8/1. Volume a little light to summer normal. Oil steady over $56.
EVOMY up 44. Wouldn't have mentioned except for the valuation. DYMTF up 30. Another wouldn't have mentioned. Or thought of. Except for the volume. ALTI up 26. No news. Just up 26 for the frack of it. NGBF up 25. And that's just the kind of day it was. VNDB up 15. SPOW up 10. HEV up 6. UBRG, ENOC up 2. I thought UBRG had some more down time to go. Wrong again.
LEOM down 48. AWNE down 28. AEBF down 20. Looking for 20 cents. RNNM down 18. PPRW, MKTY down 14. WTWO down 11. JASO down 9. Had a serious fallout. No news though. Could have made 10% on the comeback. But the bottom was in for what, 10 seconds? WEST down 6.
And that's the come and the go, pards. Trails.
Market up 56/8/1. Volume a little light to summer normal. Oil steady over $56.
EVOMY up 44. Wouldn't have mentioned except for the valuation. DYMTF up 30. Another wouldn't have mentioned. Or thought of. Except for the volume. ALTI up 26. No news. Just up 26 for the frack of it. NGBF up 25. And that's just the kind of day it was. VNDB up 15. SPOW up 10. HEV up 6. UBRG, ENOC up 2. I thought UBRG had some more down time to go. Wrong again.
LEOM down 48. AWNE down 28. AEBF down 20. Looking for 20 cents. RNNM down 18. PPRW, MKTY down 14. WTWO down 11. JASO down 9. Had a serious fallout. No news though. Could have made 10% on the comeback. But the bottom was in for what, 10 seconds? WEST down 6.
And that's the come and the go, pards. Trails.
STUFF
WTO says China's restrictions on 9 rare earth minerals violated global rules. Meanwhile, Japan has discovered huge reserves of rare earths in Pacific Ocean bottom mud near Hawaii and Tahiti. Est. 80-100B tons, 1000X total found on land to date. In intl waters, so property of Intl Seabed Authority.
EPA has granted biomass a reprieve from CO2 rules.
How much are govt corporate fines in last few years? Up? There's a Google search I guess. Just curious.
Worst drought now in 60 yrs in Horn of Africa.
New study: subsurface water temps on rise around globe.
MSFT killed Hohm - with 74 users - a week after Google killed Power Meter. E efficiency software. Homes use 20% of all E use in US. Do homeowners want to spend money and time to analyze how to reduce avg $100/mo el bill? Nope.
World Bank: global food prices up 36% April this year v. last yr. Close to '08 peak.
VC funding for greentech was $2.6B in 1Q11. Leaned toward later-stage deals.
Govt spending dept: a Calif prison psychiatrist was paid $838k. I assume for a year.
NG pipeline from Egypt to Israel, Jordan, et al. blown up again. Note to Egypt: let the Bedouins in on the revs.
'10 US NG use hit record 24.1 TCF. Prod grew 3%. More producing gas wells than ever before.
Intl av fuel standards now allow 50% biofuel blend w/ avfuel.
EIA: in 1Q11, renewable E sources provided 2.25 Quad BTUs, or 11.7% of US prod, 5.6% more than nuclear. Biomass/fuels was 48%, hydro 35%, wind 13%, geotherm 2.5%, solar 1.2%. Renewables were 13% of net US elgen and 26% of actual prod. Coal-generated elgen dropped 5.7% yoy.
PV module prices have dropped 70% since '08. Chinese silicon modules now as low as $1.50/w.
AK will hold oil/gas lease sale in Oct on 14.7M acres in Beufort Sea, North Slope. Could be 3-6B bls of undiscovered recoverable oil, 500M bls of NG liquids, 24-44 TCF of NG.
Caspian Pipeline Cosortium has started $5.4B expansion to double capac to 1.4mb/d by '15. Kazakhstan to Black Sea. Again, I ask, who was Stan?
Recently discovered coal field in Australia could be biggest in world.
JP's auto prod was down 30% in May yoy.
EPA has granted biomass a reprieve from CO2 rules.
How much are govt corporate fines in last few years? Up? There's a Google search I guess. Just curious.
Worst drought now in 60 yrs in Horn of Africa.
New study: subsurface water temps on rise around globe.
MSFT killed Hohm - with 74 users - a week after Google killed Power Meter. E efficiency software. Homes use 20% of all E use in US. Do homeowners want to spend money and time to analyze how to reduce avg $100/mo el bill? Nope.
World Bank: global food prices up 36% April this year v. last yr. Close to '08 peak.
VC funding for greentech was $2.6B in 1Q11. Leaned toward later-stage deals.
Govt spending dept: a Calif prison psychiatrist was paid $838k. I assume for a year.
NG pipeline from Egypt to Israel, Jordan, et al. blown up again. Note to Egypt: let the Bedouins in on the revs.
'10 US NG use hit record 24.1 TCF. Prod grew 3%. More producing gas wells than ever before.
Intl av fuel standards now allow 50% biofuel blend w/ avfuel.
EIA: in 1Q11, renewable E sources provided 2.25 Quad BTUs, or 11.7% of US prod, 5.6% more than nuclear. Biomass/fuels was 48%, hydro 35%, wind 13%, geotherm 2.5%, solar 1.2%. Renewables were 13% of net US elgen and 26% of actual prod. Coal-generated elgen dropped 5.7% yoy.
PV module prices have dropped 70% since '08. Chinese silicon modules now as low as $1.50/w.
AK will hold oil/gas lease sale in Oct on 14.7M acres in Beufort Sea, North Slope. Could be 3-6B bls of undiscovered recoverable oil, 500M bls of NG liquids, 24-44 TCF of NG.
Caspian Pipeline Cosortium has started $5.4B expansion to double capac to 1.4mb/d by '15. Kazakhstan to Black Sea. Again, I ask, who was Stan?
Recently discovered coal field in Australia could be biggest in world.
JP's auto prod was down 30% in May yoy.
OPEN
(stock #'s in %)
Market mixed and flat. Volume a little light. Oil over $96. China raised interest rates, 3rd time this yr.
CBWP up 25. SPOW up 13.
LEOM down 23. LMCO down 18. WNEA, WTWO down 11. UBRG down another 7. CREE down 2, new low.
Market mixed and flat. Volume a little light. Oil over $96. China raised interest rates, 3rd time this yr.
CBWP up 25. SPOW up 13.
LEOM down 23. LMCO down 18. WNEA, WTWO down 11. UBRG down another 7. CREE down 2, new low.
Tuesday, July 5, 2011
CLOSE
(stock #'s in %)
Market flat and mixed. All day. Volume really light. But it was the 5th. Oil almost $97. And Moody cut Portugal debt to junk.
RNNM up 49. AWNE up 47. MGLT up 29. TRKP up 26. AEBF up 18. GSPI, WBRE up 15. CLNO up 13. WTWO up 12. INTK up 10. ALTI, IFXY up 9. WEST, SOLR up 5, SOLR another new high. JASO up 2.
CBWP down 32. NGBF down 24. SATC down 23. WWPW down 12. AEIS down 11. SNRY down 9. QTWW down 7. HEV down 6, new low. UBRG down 5. HOKU down 4, new low. CSUN, COMV down 2.
Market flat and mixed. All day. Volume really light. But it was the 5th. Oil almost $97. And Moody cut Portugal debt to junk.
RNNM up 49. AWNE up 47. MGLT up 29. TRKP up 26. AEBF up 18. GSPI, WBRE up 15. CLNO up 13. WTWO up 12. INTK up 10. ALTI, IFXY up 9. WEST, SOLR up 5, SOLR another new high. JASO up 2.
CBWP down 32. NGBF down 24. SATC down 23. WWPW down 12. AEIS down 11. SNRY down 9. QTWW down 7. HEV down 6, new low. UBRG down 5. HOKU down 4, new low. CSUN, COMV down 2.
STUFF
JASO buying Silver Age Holdings (Virgin I.) for $180M in stock. Doubles their wafer production capac with 485MW/y. Silver Age also makes quartz crucibles, key material in solar manufact. JASO's chairman owned 70% of Silver Age.
French parliament outlawed fracking.
Siemens got order for 108 wind turbines for 389MW wind farm in Irish Sea.
GM, FR, UK, Neth, US, Belgium banks exposure to Portugal - $134B, Greece - $166B, Ireland - $645B, Spain - $781B. (Italy not given). GM banks in for $524B, FR $385B, UK $349B, Neth $185B, US $149B, Belgium $135B. $1.7T total. How has JP gone so long at debt 200% of GDP?
The oil spill in the Yellowstone was reportedly 1k bls in half hour. So that's 48kb/d not being piped from 3 refineries. Again, poor engineering/planning. They say the extraordinary flooding may have been the cause of the ruptured underbed pipe 6 feet down. Well, G. Way to engineer for out of ordinary environmental event.
Kruger Energy completed $310M 101MW wind farm in Ontario. 20-yr PPA with Ontario Power Authority.
Since March '10, state and local govts laid off 326k folks thru May '11. Since 4Q09, state and local spending dropped $8.8B.
McDonald's fueling its trucks in UAE from its own used frying oil. Already been doing it in England, Austria.
French parliament outlawed fracking.
Siemens got order for 108 wind turbines for 389MW wind farm in Irish Sea.
GM, FR, UK, Neth, US, Belgium banks exposure to Portugal - $134B, Greece - $166B, Ireland - $645B, Spain - $781B. (Italy not given). GM banks in for $524B, FR $385B, UK $349B, Neth $185B, US $149B, Belgium $135B. $1.7T total. How has JP gone so long at debt 200% of GDP?
The oil spill in the Yellowstone was reportedly 1k bls in half hour. So that's 48kb/d not being piped from 3 refineries. Again, poor engineering/planning. They say the extraordinary flooding may have been the cause of the ruptured underbed pipe 6 feet down. Well, G. Way to engineer for out of ordinary environmental event.
Kruger Energy completed $310M 101MW wind farm in Ontario. 20-yr PPA with Ontario Power Authority.
Since March '10, state and local govts laid off 326k folks thru May '11. Since 4Q09, state and local spending dropped $8.8B.
McDonald's fueling its trucks in UAE from its own used frying oil. Already been doing it in England, Austria.
OPEN
(stock #'s in %)
Market flat and mixed. Volume light. Folks still away on extended weekend, I would think. And there has been the recent run-up. Oil up over $96. US factory orders rebounded in May, up .8%.
GCHT up 16. WBRE up 15. TRKP up 13 on news. WTWO up 12. MGLT up 11. IFXY up 9 on news. ALTI up 9. WEST up 8, back to 50-day lines.
HYPF down 43. LMCO down 20. SATC down 18 on lousy prelim Q numbers. Back to bottom. BHWX down 13. AEIS down 11, another solar projecting lower revs. AFPW down 8. UBRG down 2, looks like it peaked.
Market flat and mixed. Volume light. Folks still away on extended weekend, I would think. And there has been the recent run-up. Oil up over $96. US factory orders rebounded in May, up .8%.
GCHT up 16. WBRE up 15. TRKP up 13 on news. WTWO up 12. MGLT up 11. IFXY up 9 on news. ALTI up 9. WEST up 8, back to 50-day lines.
HYPF down 43. LMCO down 20. SATC down 18 on lousy prelim Q numbers. Back to bottom. BHWX down 13. AEIS down 11, another solar projecting lower revs. AFPW down 8. UBRG down 2, looks like it peaked.
Monday, July 4, 2011
The 4th
What will be the deal? How much spending cuts before the votes are there to extend the debt? How much long-term entitlement readjustment? How much tax law change? And how much real structural change to get at the waste, fraud and abuse? You got me. But they are there to do the work. We vote them in or not. Unfortunately, human nature dictates that they want the seat more than their responsibility to govern well. And now they are stressing us all out. Most especially those of us in retirement. One more time, in 2000 we had hope to get back to no debt. Now it seems beyond hope. No one can change black and white, or black and red. Or the past. The Declaration of Independence had nothing in it about national debt limit. (It's good practice to read the Declaration every 4th). But, like any person, the responsibility of paying debt is absolute.
But we have become too loose on that responsilbility. And we must become more economically honest. So. Again, where's the deal? I say let's start with half a trillion in spending cuts for the coming year and what, $250B in revenue "enhancement". Can we do that?
Happy Independence Day patriots.
But we have become too loose on that responsilbility. And we must become more economically honest. So. Again, where's the deal? I say let's start with half a trillion in spending cuts for the coming year and what, $250B in revenue "enhancement". Can we do that?
Happy Independence Day patriots.
Friday, July 1, 2011
CLOSE
(stock #'s in %)
Market up 168/42/19. Volume normal summer Friday. Oil under $95. Still a recessionary price, if we go by history anymore.
QTWW up 39. HYPF up 36. LMCO up 25. UBRG up 24. I know. Sold when it was up 10%. WWPW up 15. CSOL up 13. XSNX, AEBF, AXPW, ENSL up 12. WEST up 4.
RNNM down 43. VNDB down 35. FEWP down 28. GCHT down 13. ECOS down 11. ZAAP, CSKH, MGLT down 10. NPWZ down 6.
Market up 168/42/19. Volume normal summer Friday. Oil under $95. Still a recessionary price, if we go by history anymore.
QTWW up 39. HYPF up 36. LMCO up 25. UBRG up 24. I know. Sold when it was up 10%. WWPW up 15. CSOL up 13. XSNX, AEBF, AXPW, ENSL up 12. WEST up 4.
RNNM down 43. VNDB down 35. FEWP down 28. GCHT down 13. ECOS down 11. ZAAP, CSKH, MGLT down 10. NPWZ down 6.
OPEN
(stock #'s in %)
Market up 107/21/9. Back to 12,500 already. Volume light. Oil under $95. US manufacturing expanded at a faster pace in June. MN govt shut down. Greece to get its money.
QTWW up 31 after reporting fiscal year last night. Thrust over 50-day lines. UBRG up 10. ASTI up 8. ABAT up 7 more. ALTI up 4.
RNNM down 43. SNRY down 6.
FSLR got new target of $175 on next year profit estimate.
Market up 107/21/9. Back to 12,500 already. Volume light. Oil under $95. US manufacturing expanded at a faster pace in June. MN govt shut down. Greece to get its money.
QTWW up 31 after reporting fiscal year last night. Thrust over 50-day lines. UBRG up 10. ASTI up 8. ABAT up 7 more. ALTI up 4.
RNNM down 43. SNRY down 6.
FSLR got new target of $175 on next year profit estimate.
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