(stock #'s in %)
Market up 490/104/51. Volume heavy. Oil finished up over $101. Definitely a recessionary level. But O how the world loved the central banks working together. G, all of a sudden we can all get along. But hay, maybe blessings from God. Dow above their top 200-day line again, Naz just below the top 200-day line. I didn't check the S&P. I get tired out too. Or forget. O hell, I'm frackin lazy. There. You got the skinny.
MGLT up 98. Cool, huh? ZOLT up 35. VNDB up 25. ASPW up 22. HSOL up 21. JASO up 18. CSIQ, QTWW up 15. XIDE up 14. RBCN, QTMM up 11. AONE, AMEL, SOPW up 10.
ABAT down 57. PTOS down 22. PPRW down 21. IFXY down 16. HOKU, EFOI down 14. Is HOKU going under? XSNX, CPWY down 12. Ditto XSNX? Or will their tech be bought? BIOF down 10. Hitting their lines. BFRE down 9. NENE down 8. Going under or buy candidate? LSCG down 6. Still going down. BWEN down 5. CSUN down 2 more, the only Chinese solar down. Are they going under?
So the market has come roaring back. Do we believe it or not? Is this just manipulation from all the central banks in the world? Or is it real economics? Job growth in US is just Christmas jobs. Probably. Well, enjoy it if you made some money today. For that's what it's about. Besides clean energy. Or at least cleaner energy. Or even less US reliance on foreign oil, let alone OPEC.
Happy trails, pards.
Wednesday, November 30, 2011
STUFF
ESLR(Q) sold its tech for $6M plus 7.6M shares of buyer - China Private Equity Investment Holdings. Tech was developed at MIT. O. That's where Romney got his first name. Maybe not.
AMRS expanding R&D partnership with Total. Also formed joint venture to produce renewable fuels.
Solar City's plans to install solar panels on top of >100k military housing units was revived with Bank of America commitment to lend $350M. Remember, the DOE loan guarantee wasn't granted.
DOE, by the by, was created in the '70's to get the US off of foreign oil. OPEC oil, more exactly. What a job done so far, huh? Yet DOE researches and finances clean E electricity sources that have nothing to do with oil. Of course, it was fighting the peak of US oil production I think it was in '70? But. US now close to becoming a net fuel exporter with LNG and biofuels potential, let alone our new oil and NG production from fracking and deepwater offshore. Despite even the petering out of Alaskan production.
Massachusetts' effort to close Plymouth coastal nuke reactor because of Fukushima denied by NRC. Odd thing is they actually could get a tsunami when that piece of the Canary Islands falls into the Atlantic after a major earthquake. Or is that just an old wives tale? Vermont also tried to shut down Vermont Yankee reactors - also owned by Entergy. Also denied. I'm sorry here, but nuke energy is clean energy and 24-hour energy. And I like clean energy. But there's nothing wrong with getting the safest nuke energy we can. Thorium. Hello. (LTBR).
Archbishop Tutu challenging Canada to set example for world by addressing GHG emissions and climate change and stop supporting their oil and NG industry (oil sands). Yea. Really. Take care of Africa first, Bishop. Start with South Africa.
AONE cutting 125 workers in Mich. AMSC also cutting jobs.
US seen as roadblock in S. Africa climate talks. As developing nations push for extension of Kyoto '97 agreements. What's new. Qatar to host '12 talks.
And in Laos, a Vietnamese company started work on a $100M sugarcane ethanol plant.
Happy trails, pards.
AMRS expanding R&D partnership with Total. Also formed joint venture to produce renewable fuels.
Solar City's plans to install solar panels on top of >100k military housing units was revived with Bank of America commitment to lend $350M. Remember, the DOE loan guarantee wasn't granted.
DOE, by the by, was created in the '70's to get the US off of foreign oil. OPEC oil, more exactly. What a job done so far, huh? Yet DOE researches and finances clean E electricity sources that have nothing to do with oil. Of course, it was fighting the peak of US oil production I think it was in '70? But. US now close to becoming a net fuel exporter with LNG and biofuels potential, let alone our new oil and NG production from fracking and deepwater offshore. Despite even the petering out of Alaskan production.
Massachusetts' effort to close Plymouth coastal nuke reactor because of Fukushima denied by NRC. Odd thing is they actually could get a tsunami when that piece of the Canary Islands falls into the Atlantic after a major earthquake. Or is that just an old wives tale? Vermont also tried to shut down Vermont Yankee reactors - also owned by Entergy. Also denied. I'm sorry here, but nuke energy is clean energy and 24-hour energy. And I like clean energy. But there's nothing wrong with getting the safest nuke energy we can. Thorium. Hello. (LTBR).
Archbishop Tutu challenging Canada to set example for world by addressing GHG emissions and climate change and stop supporting their oil and NG industry (oil sands). Yea. Really. Take care of Africa first, Bishop. Start with South Africa.
AONE cutting 125 workers in Mich. AMSC also cutting jobs.
US seen as roadblock in S. Africa climate talks. As developing nations push for extension of Kyoto '97 agreements. What's new. Qatar to host '12 talks.
And in Laos, a Vietnamese company started work on a $100M sugarcane ethanol plant.
Happy trails, pards.
WEDNESDAY OPEN
(stock #'s in %)
Market up 401/84/40. Volume above avg. Oil above $101. Central banks around world taking coordinated action to provide liquidity, ease financial system strain. EU delaying debt decisions for 10 days. US private sector added 206K jobs in November.
ZOLT up 26 after reporting FY/4Q. Revs up, 4Q profit but full-year loss. ASPW up 22. JUHL up 15. CSIQ up another 12. CREG, QTWW up 11. AONE up 9. JASO up 8. HSOL up 7.
ABAT down 57. Back trading in pink sheets. NGBF, PPRW down 31. NENE, BFRE down 6 more.
Market up 401/84/40. Volume above avg. Oil above $101. Central banks around world taking coordinated action to provide liquidity, ease financial system strain. EU delaying debt decisions for 10 days. US private sector added 206K jobs in November.
ZOLT up 26 after reporting FY/4Q. Revs up, 4Q profit but full-year loss. ASPW up 22. JUHL up 15. CSIQ up another 12. CREG, QTWW up 11. AONE up 9. JASO up 8. HSOL up 7.
ABAT down 57. Back trading in pink sheets. NGBF, PPRW down 31. NENE, BFRE down 6 more.
Tuesday, November 29, 2011
TUESDAY CLOSE
(stock #'s in %)
Dow up 32, Naz down 1, S&P up 2. Volume below avg. Oil down a few cents.
BHWX up 29. Lithium exploration with no revenue. ZAAP up 23. EV's. URRE up 21. Uranium. NGBF up 18. Biofuels with no revenue. XSNX up 17. New solar with no revenue. EFOI up 8. LED's. CSIQ up 6. The only Chinese solar up. BWEN up 3. Climbing stock. AONE up 3. Possibly climbing too.
IFXY down 25. ASPW down 23. ENER, CRGE, ECOS down 18. BIOF, BFRE down 13. QTWW down 12. CSGH, CSKH, QTMM down 10. HSOL down 9. GTAT, CSUN, JASO, PEIX down 7. PWER, NENE down 5. XOLT down 4. ENOC down 3.
Dow up 32, Naz down 1, S&P up 2. Volume below avg. Oil down a few cents.
BHWX up 29. Lithium exploration with no revenue. ZAAP up 23. EV's. URRE up 21. Uranium. NGBF up 18. Biofuels with no revenue. XSNX up 17. New solar with no revenue. EFOI up 8. LED's. CSIQ up 6. The only Chinese solar up. BWEN up 3. Climbing stock. AONE up 3. Possibly climbing too.
IFXY down 25. ASPW down 23. ENER, CRGE, ECOS down 18. BIOF, BFRE down 13. QTWW down 12. CSGH, CSKH, QTMM down 10. HSOL down 9. GTAT, CSUN, JASO, PEIX down 7. PWER, NENE down 5. XOLT down 4. ENOC down 3.
STUFFS
Tuesday after Thanksgiving. The leftovers almost gone. Not much news. Let alone explicitly let out.
EPA finalized amendments to GHG rule, granted 6-month extension. Is that the coal plant rule?
Anadarko doubled their estimate of Mazambique NG discovery. Yesterday's nuze. But not bad news.
A brand new ND coal plant shuttered. Huh. Good news - no new coal plant online - except for the money spent on the plant. But reserve power. And there is coal very close by. And ND is awash in Bakken oil money anyway.
US biodiesel production already set new record for '11. >802M gal. >2x '10 production of ~315M gal. Broke previous record of 690M gal in '09. But. Reinstated fed tax incentive due to expire end of this year. Without incentive in '10, production dropped hard, jobs were lost. This year $3B more GDP, 18k more jobs, $628M more in fed, state, local taxes. And exports.
That's the stuff I found today. O but there's brother Cain's presidential bid going down in paying off women who had issues with his sex. What else, Iran seized Britain's embassy in Tehran. Echo of '79. Lebanon fired missiles into Israel. Just another usual day in these times. Oy.
Happy trails.
EPA finalized amendments to GHG rule, granted 6-month extension. Is that the coal plant rule?
Anadarko doubled their estimate of Mazambique NG discovery. Yesterday's nuze. But not bad news.
A brand new ND coal plant shuttered. Huh. Good news - no new coal plant online - except for the money spent on the plant. But reserve power. And there is coal very close by. And ND is awash in Bakken oil money anyway.
US biodiesel production already set new record for '11. >802M gal. >2x '10 production of ~315M gal. Broke previous record of 690M gal in '09. But. Reinstated fed tax incentive due to expire end of this year. Without incentive in '10, production dropped hard, jobs were lost. This year $3B more GDP, 18k more jobs, $628M more in fed, state, local taxes. And exports.
That's the stuff I found today. O but there's brother Cain's presidential bid going down in paying off women who had issues with his sex. What else, Iran seized Britain's embassy in Tehran. Echo of '79. Lebanon fired missiles into Israel. Just another usual day in these times. Oy.
Happy trails.
TUESDAY OPEN
(stock #'s in %)
Market up 71/8/8. Volume above avg. Oil just under $100.
ZAAP rebound, up 33. NGBF up 25. XSNX, EFOI up 20, EFOI now bulletin board listing. CSIQ up 12. News of new plant opening in Germany. AONE up 10. BWEN up 9. ECTY, WEST up 5.
SPIR, IFXY down 17. QTWW down 16, new low. ENER down 14. BIOF down 6. NENE, PEIX down 4. LSCG, PWER down 3. PWER new low.
Market up 71/8/8. Volume above avg. Oil just under $100.
ZAAP rebound, up 33. NGBF up 25. XSNX, EFOI up 20, EFOI now bulletin board listing. CSIQ up 12. News of new plant opening in Germany. AONE up 10. BWEN up 9. ECTY, WEST up 5.
SPIR, IFXY down 17. QTWW down 16, new low. ENER down 14. BIOF down 6. NENE, PEIX down 4. LSCG, PWER down 3. PWER new low.
Monday, November 28, 2011
STUFF
Architect of Fukushima reactor 3 admitted it's inevitable that melted fuel sank underground and when it reaches underground water it will contaminate it and may cause massive hydrovolcanic explosion.
Kansas utilities filed suit to have courts stay new EPA rule on power plant emissions. If forced to comply they say they will have to impose rolling blackouts.
Railroads are 4x more fuel efficient than trucks.
POWR - up 6% today - intro'd LED lighting to replace fluorescent tubes. 75% greater efficiency, 10-yr lifespan.
Another Volt battery caught fire in tests, feds will do a safety investigation.
Panasonic to invest $582M to build solar cells/modules factory in Malaysia.
Asbestos from closed mine leaking into water near Libby, MT. And Canada's asbestos mines shut down for 1st time in 130 years.
Auto startup Next Autoworks withdrew their ap for $320M loan from DOE's Advanced Tech Vehicle Manufacturing program after officials told them the loan wouldn't be approved. Plans for factory shelved.
Oil Price Info Service says Americans on track to spend $488B on gasoline this year, up $40B from '08 record high.
China to loan Venezuela $4B to help boost their oil output, upgrade power plants and increase production of iron and aluminum.
US livestock farmers demanding change in US ethanol policy saying current rules could cause spikes in meat prices and even shortages at stores if corn growers have a bad year.
Iraq planning to raise crude oil exports to 2.75mb/d next year from this year's 2.2m target.
Repairs to bombed Nigerian oil pipeline to cost $2B.
World Bank predicting 9.1% growth for China this year, 8.4% next year.
Shell signed deal with Turkey's state-run oil/gas comp to explore offshore and SE Turkey.
1st oil will flow next month through new UAE oil pipeline that will bypass Hormuz.
Kansas utilities filed suit to have courts stay new EPA rule on power plant emissions. If forced to comply they say they will have to impose rolling blackouts.
Railroads are 4x more fuel efficient than trucks.
POWR - up 6% today - intro'd LED lighting to replace fluorescent tubes. 75% greater efficiency, 10-yr lifespan.
Another Volt battery caught fire in tests, feds will do a safety investigation.
Panasonic to invest $582M to build solar cells/modules factory in Malaysia.
Asbestos from closed mine leaking into water near Libby, MT. And Canada's asbestos mines shut down for 1st time in 130 years.
Auto startup Next Autoworks withdrew their ap for $320M loan from DOE's Advanced Tech Vehicle Manufacturing program after officials told them the loan wouldn't be approved. Plans for factory shelved.
Oil Price Info Service says Americans on track to spend $488B on gasoline this year, up $40B from '08 record high.
China to loan Venezuela $4B to help boost their oil output, upgrade power plants and increase production of iron and aluminum.
US livestock farmers demanding change in US ethanol policy saying current rules could cause spikes in meat prices and even shortages at stores if corn growers have a bad year.
Iraq planning to raise crude oil exports to 2.75mb/d next year from this year's 2.2m target.
Repairs to bombed Nigerian oil pipeline to cost $2B.
World Bank predicting 9.1% growth for China this year, 8.4% next year.
Shell signed deal with Turkey's state-run oil/gas comp to explore offshore and SE Turkey.
1st oil will flow next month through new UAE oil pipeline that will bypass Hormuz.
MONDAY CLOSE
(stock #'s in %)
Market up 291/85/33. Volume above avg. Oil back under $98.
LEOM up 46. ENER up 41 on new management. PTOS up 40. WWPW up 36. ZNNMF up 23. VNDB, AMEL up 20. ENSL, CPWY up 19. OPTT, GEVO, CRGE up 13. AONE, BWEN, ENZR up 10.
ZAAP down 30. MGLT down 24. EFOI down 23. PSPW down 19. XSNX down 17. ECTY down 16, rejected by 50-day lines. NPWZ down 12. IFXY down 11. BIOF down 10. WEST down 5, new low.
Market up 291/85/33. Volume above avg. Oil back under $98.
LEOM up 46. ENER up 41 on new management. PTOS up 40. WWPW up 36. ZNNMF up 23. VNDB, AMEL up 20. ENSL, CPWY up 19. OPTT, GEVO, CRGE up 13. AONE, BWEN, ENZR up 10.
ZAAP down 30. MGLT down 24. EFOI down 23. PSPW down 19. XSNX down 17. ECTY down 16, rejected by 50-day lines. NPWZ down 12. IFXY down 11. BIOF down 10. WEST down 5, new low.
MONDAY OPEN
(stock #'s in %)
Market up 312/85/46. Volume above avg. Oil up over $99. Technical rebound from last week plus shopping numbers plus some sort of progress in Europe.
VNDB up 50. ENSL up 23. CRGE up 15. EFOI, VSPC up 13. AMEL up 12. NENE up 11. FTEK, RBCN up 10. CSIQ, CERP up 7. ZOLT, JASO, WEST up 6. ENOC, MXWL, AONE up 5.
XSNX down 17. XDSL, EVSI down 13. ZAAP down 10. LSCG, ECTY down 3.
Market up 312/85/46. Volume above avg. Oil up over $99. Technical rebound from last week plus shopping numbers plus some sort of progress in Europe.
VNDB up 50. ENSL up 23. CRGE up 15. EFOI, VSPC up 13. AMEL up 12. NENE up 11. FTEK, RBCN up 10. CSIQ, CERP up 7. ZOLT, JASO, WEST up 6. ENOC, MXWL, AONE up 5.
XSNX down 17. XDSL, EVSI down 13. ZAAP down 10. LSCG, ECTY down 3.
Sunday, November 27, 2011
LATE SUNDAY
IF US citizens will start paying attention to buying US products we could maintain our world leadership. Let alone create jobs. Buy American. Look at the labels. Look at the back of the tab. Look wherever at whatever you have to. But let's buy American.
Saturday, November 26, 2011
WATCH LIST
BWEN
COMV - good rev gains last quarter - on their bottom.
ECTY (if they get through 50-day lines here).
CREE - back at bottom, Goldman says buy.
EFOI - big drop last few days back to bottom area.
ELON
ENOC - top pick - extremely good rev gains last Q - double bottoming.
LSCG - when the recent slide down stops.
MXWL - price implosion this month after new highs.
PWER.
WEST - back down at bottom.
XIDE - bottom.
ZAAP - recent selloff and Friday gain maybe the turnaround.
ZOLT - bottom.
Of course, much depends on the entire market and the stop of the down trend. I don't see yet what will stop it except the charts - we're back near the other bottoms of this year.
Happy hunting.
COMV - good rev gains last quarter - on their bottom.
ECTY (if they get through 50-day lines here).
CREE - back at bottom, Goldman says buy.
EFOI - big drop last few days back to bottom area.
ELON
ENOC - top pick - extremely good rev gains last Q - double bottoming.
LSCG - when the recent slide down stops.
MXWL - price implosion this month after new highs.
PWER.
WEST - back down at bottom.
XIDE - bottom.
ZAAP - recent selloff and Friday gain maybe the turnaround.
ZOLT - bottom.
Of course, much depends on the entire market and the stop of the down trend. I don't see yet what will stop it except the charts - we're back near the other bottoms of this year.
Happy hunting.
Friday, November 25, 2011
STUFF
Stuffed, actually, from Thanksgiving dinner and leftovers. Hope your reflux isn't too bad. O yea, on to stuff.
Electric from clean E and renewables got $187B worldwide last year, topping $157B for NG, oil and coal. $66B in subsidies for clean E/renewables. But financial austerity measures in at least 10 countries will cut spending in "green" by $45B through '15. Check that out I guess.
The only American-owned company capable of enriching Uranium asking US govt for help to modernize its plant and stay in biz. USEC has a plant in Paducah (Kentucky) using '40's tech. And they have an old site with a shuttered plant in Piketon, OH. They want to build a new one there and use giant centrifuges. Centrifuges use ~95% less el than old tech. They want $2B loan guarantee. American utilities have been discussing signing supply contracts directly with Russia. Huh. What do you think about this? 500-word essay please. Yea, if I were a professor at YNOT University.
Sauds announced they're halting their $100B oil expansion program, saying the requirement to increase production has "substantially reduced" in face of emerging new oil and gas supplies.
Sundrop Fuels announced $450M biofuels project in Louisiana using forest waste and hydrogen from NG. Plant will make 50M gal/y of gasoline adaptable to existing pumps, pipelines, engines and infrastructure. Online '14.
On airplanes there's a cock to drain the fuel out of the bottom of the fuel tank to get the water out. Maybe we now need that in boats and cars and trucks. With ethanol and biofuels. Just wondering, pards. Wonderin. Wonder what's coming next. Brought to mind a couple stories but one was not so funny.
Well, I trust you all had a good Thanksgiving. And enough anti acid.
Happier trails, pards. Onward and upward.
Electric from clean E and renewables got $187B worldwide last year, topping $157B for NG, oil and coal. $66B in subsidies for clean E/renewables. But financial austerity measures in at least 10 countries will cut spending in "green" by $45B through '15. Check that out I guess.
The only American-owned company capable of enriching Uranium asking US govt for help to modernize its plant and stay in biz. USEC has a plant in Paducah (Kentucky) using '40's tech. And they have an old site with a shuttered plant in Piketon, OH. They want to build a new one there and use giant centrifuges. Centrifuges use ~95% less el than old tech. They want $2B loan guarantee. American utilities have been discussing signing supply contracts directly with Russia. Huh. What do you think about this? 500-word essay please. Yea, if I were a professor at YNOT University.
Sauds announced they're halting their $100B oil expansion program, saying the requirement to increase production has "substantially reduced" in face of emerging new oil and gas supplies.
Sundrop Fuels announced $450M biofuels project in Louisiana using forest waste and hydrogen from NG. Plant will make 50M gal/y of gasoline adaptable to existing pumps, pipelines, engines and infrastructure. Online '14.
On airplanes there's a cock to drain the fuel out of the bottom of the fuel tank to get the water out. Maybe we now need that in boats and cars and trucks. With ethanol and biofuels. Just wondering, pards. Wonderin. Wonder what's coming next. Brought to mind a couple stories but one was not so funny.
Well, I trust you all had a good Thanksgiving. And enough anti acid.
Happier trails, pards. Onward and upward.
FRIDAY CLOSE
(stock #'s in %)
Market down 25/18/3. Volume light. Oil up a few dimes, over $96. "Europe starting 'contagion'."
ZAAP up 33. RNNM up 31. IFXY up 28. CPWY up 15. APWR up 10.
VNDB down 33. CLNO down 23. NGBF down 20. AMEL down 19, new low. EFOI, ZNNMF, JUHL down 16. ENSL down 15. DSTI down 14. CRGE down 13. PTOS down 12. BFRE, CBWP down 11.
Happy leftovers.
Market down 25/18/3. Volume light. Oil up a few dimes, over $96. "Europe starting 'contagion'."
ZAAP up 33. RNNM up 31. IFXY up 28. CPWY up 15. APWR up 10.
VNDB down 33. CLNO down 23. NGBF down 20. AMEL down 19, new low. EFOI, ZNNMF, JUHL down 16. ENSL down 15. DSTI down 14. CRGE down 13. PTOS down 12. BFRE, CBWP down 11.
Happy leftovers.
FRIDAY OPEN
(stock #'s in %)
Market up 94/15/9. Volume below avg. Oil up near $97. Moody's cut Hungary rating to junk. Market up probably on reflex to the selloff of late. Market closes at 1PM.
RNNM up 31 (3k shs). AMLM up 20 (also 3k shs). PEIX up 7. BIOF up 6. AONE up 4. ZOLT up 3.
CLNO down 23. EFOI down 16. Close to bottom again. ENSL down 15. ZNNMF down 14. NENE down 5 more.
Happy shopping.
Market up 94/15/9. Volume below avg. Oil up near $97. Moody's cut Hungary rating to junk. Market up probably on reflex to the selloff of late. Market closes at 1PM.
RNNM up 31 (3k shs). AMLM up 20 (also 3k shs). PEIX up 7. BIOF up 6. AONE up 4. ZOLT up 3.
CLNO down 23. EFOI down 16. Close to bottom again. ENSL down 15. ZNNMF down 14. NENE down 5 more.
Happy shopping.
Thursday, November 24, 2011
STUFF
World markets flat today except for Japan going down. And finally a score. Packers. France seeks Arab backing for Syrian intervention. There's a truce on Cairo streets. Fitch cut Portugal to junk bond status. And no damage from 2 quakes in N. Japan.
Google gutting its campaign focused on cutting costs of concentrating solar power as a result of 40% drop in PV solar costs over last year. Program was launched in '07. But staying with $850M invested so far in clean energy including 392MW CSP plant under construction in Cal.
GE and Turk partner to build 878MW NG-fired conmbined-cycle power plant for Istanbul and will nearly double output - to >1GW - of world's 1st Integrated Renewables Combined Cycle "Flex Efficiency" plant.
FSLR announced their cumulative production has reached 5GW (66M solar modules). Enough to power 2.5M homes.
BCON says they weren't forced by finances to declare bankruptcy. They say they got "caught in Solyndra firestorm". Really.
Brazil suspended Chevron's drilling rights over that oil spill.
23 governors, 369 organizations have expressed their support for 4-yr extension of production tax credit for wind power. Current PTC expires in '12 unless Congress acts. Last time they let it lapse installs dropped over 73%. Over last 6 years US production of wind turbine components grew 12x to >400 facilities in 43 states. Shifted manufacturing jobs from overseas back to US.
Fed's holdings of Treasury securities now ~$1.66T. Chinese hold $1.15T. In Oct '10, Chinese owned ~$340B more than Fed.
Fla Power and Light filed for '12 rate redux due to lower NG cost projection. Fuel costs projected to be $460M lower. FPL's residential bills >20% lower than national avg, lowest of FL's power utilities. Huh. Are these guys just the most honest and moral?
Fed FY10 support for energy (2x FY07):
Direct outlays to producers or consumers - $14.3B
Tax breaks/incentives - $16.3B
R&D - $4.4B
Loans, loan guarantees - $1.6B
El programs (TVA, Bonneville, etc) - $.6B
Total >$37B. ~$21B went to el production; $16B to el transmission/distribution, conservation/efficiency and auto programs. 2/3 went to non-hydro renewables and clean E. The rest to fossil.
1st new US oil refinery in over 3 decades to be built in N. Dakota.
Google gutting its campaign focused on cutting costs of concentrating solar power as a result of 40% drop in PV solar costs over last year. Program was launched in '07. But staying with $850M invested so far in clean energy including 392MW CSP plant under construction in Cal.
GE and Turk partner to build 878MW NG-fired conmbined-cycle power plant for Istanbul and will nearly double output - to >1GW - of world's 1st Integrated Renewables Combined Cycle "Flex Efficiency" plant.
FSLR announced their cumulative production has reached 5GW (66M solar modules). Enough to power 2.5M homes.
BCON says they weren't forced by finances to declare bankruptcy. They say they got "caught in Solyndra firestorm". Really.
Brazil suspended Chevron's drilling rights over that oil spill.
23 governors, 369 organizations have expressed their support for 4-yr extension of production tax credit for wind power. Current PTC expires in '12 unless Congress acts. Last time they let it lapse installs dropped over 73%. Over last 6 years US production of wind turbine components grew 12x to >400 facilities in 43 states. Shifted manufacturing jobs from overseas back to US.
Fed's holdings of Treasury securities now ~$1.66T. Chinese hold $1.15T. In Oct '10, Chinese owned ~$340B more than Fed.
Fla Power and Light filed for '12 rate redux due to lower NG cost projection. Fuel costs projected to be $460M lower. FPL's residential bills >20% lower than national avg, lowest of FL's power utilities. Huh. Are these guys just the most honest and moral?
Fed FY10 support for energy (2x FY07):
Direct outlays to producers or consumers - $14.3B
Tax breaks/incentives - $16.3B
R&D - $4.4B
Loans, loan guarantees - $1.6B
El programs (TVA, Bonneville, etc) - $.6B
Total >$37B. ~$21B went to el production; $16B to el transmission/distribution, conservation/efficiency and auto programs. 2/3 went to non-hydro renewables and clean E. The rest to fossil.
1st new US oil refinery in over 3 decades to be built in N. Dakota.
Wednesday, November 23, 2011
WEDNESDAY CLOSE
(stock #'s in %)
Market down 236/61/26. Volume below avg. Oil over $96.
DSTI up 40. No clue where that came from. ZAAP up 39. ECOS up 32. CRGE up 27. CCTC up 18. ASPW up 17. AMTX up 15. XSNX up 13. CSGH, AXPW up 11. OPTT up 10. So where did all that come from with the market down 236?
RNNM down 25. ZNNMF down 22. GRHU down 17. SOPW down 13. IFXY down 10. BWEN, EMKR down 9. BIOF down 8. PLUG down 7, below 50-day lines. ASYS, AONE, WEST down 6. ELON, CERP down 5, new lows. ZOLT down 4.
Happy Thanksgiving.
Market down 236/61/26. Volume below avg. Oil over $96.
DSTI up 40. No clue where that came from. ZAAP up 39. ECOS up 32. CRGE up 27. CCTC up 18. ASPW up 17. AMTX up 15. XSNX up 13. CSGH, AXPW up 11. OPTT up 10. So where did all that come from with the market down 236?
RNNM down 25. ZNNMF down 22. GRHU down 17. SOPW down 13. IFXY down 10. BWEN, EMKR down 9. BIOF down 8. PLUG down 7, below 50-day lines. ASYS, AONE, WEST down 6. ELON, CERP down 5, new lows. ZOLT down 4.
Happy Thanksgiving.
STUFF
Not a lot of reports the day before Thanksgiving. Tho it's only day before Thanksgiving in USA. World markets are open tomorrow.
Anyway, a new trove of stolen emails from climate scientists released. Same scientists, same time frame ('09) as first trove.
Google ended their project meant to replace coal.
As water table drops, Great Plains farmers/ranchers must cut use 75%. What does that tell you?
Sugarcane being tested in AZ as potential biofuel crop using drip irrigation.
Happy Thanksgiving.
Anyway, a new trove of stolen emails from climate scientists released. Same scientists, same time frame ('09) as first trove.
Google ended their project meant to replace coal.
As water table drops, Great Plains farmers/ranchers must cut use 75%. What does that tell you?
Sugarcane being tested in AZ as potential biofuel crop using drip irrigation.
Happy Thanksgiving.
WEDNESDAY OPEN
(stock #'s in %)
Market down 172/49/20. Volume above avg. Oil down under $96. Durable goods orders down .7%, less than forecast. And hard to find any good news. Happy Thanksgiving.
CCTC up 29. Another jump above 200-day lines. ZAAP up 24. CSKH up 6. DSTI up 4. HEVV up 3 after announcing a several millions loan. Still going bankrupt? JASO up 3. I don't think Chinese solars are going too far. Yet.
ZNNMF down 30. WWPW down 26 (200 shs). IFXY down 15. APWR down 10. BWEN down 9. ACPW down 5, new low. VUOC doing a 1-for-20 reverse split, off market for 20 days.
Market down 172/49/20. Volume above avg. Oil down under $96. Durable goods orders down .7%, less than forecast. And hard to find any good news. Happy Thanksgiving.
CCTC up 29. Another jump above 200-day lines. ZAAP up 24. CSKH up 6. DSTI up 4. HEVV up 3 after announcing a several millions loan. Still going bankrupt? JASO up 3. I don't think Chinese solars are going too far. Yet.
ZNNMF down 30. WWPW down 26 (200 shs). IFXY down 15. APWR down 10. BWEN down 9. ACPW down 5, new low. VUOC doing a 1-for-20 reverse split, off market for 20 days.
Tuesday, November 22, 2011
STUFF
Chile, Australia dominating lithium production. New tech can extract lith from brine that geothermal plants inject into ground after the steam is produced. And at lower cost than lowest Chilean production ($1,500/ton). USGS analysts have suggested battery-grade lithium worth $5-6k/ton. Symbol Materials the comp to look at (they also extract manganese and zinc). Itochu (I taught chu) took 20% stake last year.
Chia Obama. On store shelves near you. Kid you not.
China issued white paper before UN climate soiree in S. Africa. Said poorer countries accounted for 57% of emission reductions ( no time period reported). China says they achieved 20% redux in C emissions from '05-'10. Plan to cut 17% more by '15. Measured in per unit of GDP. Also said that despite financial crisis, rich countries should still try to contribute to $100B fund to help poorer countries finance energy efficiency improvements. Well, with a $2T cash stash, I guess they have some opinion to wield.
Examination of Obama's decision to reject tougher smog standards showed how his re-election interests can influence policy. Maybe even Keystone pipe, huh?
Nebraska OK'd new pipeline standards and setting up state review of Keystone pipe.
Brazil fined Chevron $28M for that recent spill. Seems pretty kind to oil industry there.
Novozymes investing $160-200M in enzyme facility in Nebraska, online 2Q12. Expects demand to remain steady despite end of ethanol blending credit at yearend.
Exxon CEO: biofuels need a breakthrough before they will be competitive, and subsidies discourage innovation. Consider who's speaking.
Iowa State U researchers developed method to increase rate of biomass production in algae 50-80%. New genes increase photosynthesis in high CO2 environment (that would be power plant exhaust).
Fed announced 4th round of bank stress tests (considering ~$1.5T exposure to Europe).
Chia Obama. On store shelves near you. Kid you not.
China issued white paper before UN climate soiree in S. Africa. Said poorer countries accounted for 57% of emission reductions ( no time period reported). China says they achieved 20% redux in C emissions from '05-'10. Plan to cut 17% more by '15. Measured in per unit of GDP. Also said that despite financial crisis, rich countries should still try to contribute to $100B fund to help poorer countries finance energy efficiency improvements. Well, with a $2T cash stash, I guess they have some opinion to wield.
Examination of Obama's decision to reject tougher smog standards showed how his re-election interests can influence policy. Maybe even Keystone pipe, huh?
Nebraska OK'd new pipeline standards and setting up state review of Keystone pipe.
Brazil fined Chevron $28M for that recent spill. Seems pretty kind to oil industry there.
Novozymes investing $160-200M in enzyme facility in Nebraska, online 2Q12. Expects demand to remain steady despite end of ethanol blending credit at yearend.
Exxon CEO: biofuels need a breakthrough before they will be competitive, and subsidies discourage innovation. Consider who's speaking.
Iowa State U researchers developed method to increase rate of biomass production in algae 50-80%. New genes increase photosynthesis in high CO2 environment (that would be power plant exhaust).
Fed announced 4th round of bank stress tests (considering ~$1.5T exposure to Europe).
TUESDAY CLOSE
(stock #'s in %)
Market down 53/1/4. Volume below avg. Probably Thanksgiving volume now. Oil under $98.
ZNNMF up 70. Tell you what. I can't figure it out. But I keep trying to. BWEN up 34. GRHU up 31. HSOL up 14. CSIQ up 11. CCTC up 10. PEIX, VSPC up 9. SPWR up 4. JASO up 3. BIOF, AETI up 2. AETI another new high.
NGBF down 50. MMMW down 41. ZAAP down 38. CSKH down 32. VNDB down 25. PSUD down 23. DSTI, TMEN down 15. XSNX down 14. AMEL down 12. LSCG down 11. GNPG down 10. NPWZ down 9. Yep, they opened up 80. I said it was a little nuts. FSLR, RBCN down 6, both new lows. CERP down 5 more, new low.
It just seems to get crazier every day. But maybe that's just me.
Market down 53/1/4. Volume below avg. Probably Thanksgiving volume now. Oil under $98.
ZNNMF up 70. Tell you what. I can't figure it out. But I keep trying to. BWEN up 34. GRHU up 31. HSOL up 14. CSIQ up 11. CCTC up 10. PEIX, VSPC up 9. SPWR up 4. JASO up 3. BIOF, AETI up 2. AETI another new high.
NGBF down 50. MMMW down 41. ZAAP down 38. CSKH down 32. VNDB down 25. PSUD down 23. DSTI, TMEN down 15. XSNX down 14. AMEL down 12. LSCG down 11. GNPG down 10. NPWZ down 9. Yep, they opened up 80. I said it was a little nuts. FSLR, RBCN down 6, both new lows. CERP down 5 more, new low.
It just seems to get crazier every day. But maybe that's just me.
TUESDAY OPEN
(stock #'s in %)
Market down 35/5/2. Dow still above bottom 50-day line. Volume above avg. Oil up over $98. 3Q GDP revised down to 2% growth. French bonds getting hit, Spain paying higher rate than Greece. Happy Thanksgiving.
NPWZ up 80. That's a little nuts. LEOM up 29. VSPC up 23. BWEN up 18 on contract news. IFXY up 15. AXPW, ENER up 10. PEIX up 6. HSOL up 3 after reporting loss and lower revs. JASO, CSIQ flat, also reported.
WWPW down 30. TMEN down 15. CSKH down 12. AMEL down 11. NGBF down 6.
Market down 35/5/2. Dow still above bottom 50-day line. Volume above avg. Oil up over $98. 3Q GDP revised down to 2% growth. French bonds getting hit, Spain paying higher rate than Greece. Happy Thanksgiving.
NPWZ up 80. That's a little nuts. LEOM up 29. VSPC up 23. BWEN up 18 on contract news. IFXY up 15. AXPW, ENER up 10. PEIX up 6. HSOL up 3 after reporting loss and lower revs. JASO, CSIQ flat, also reported.
WWPW down 30. TMEN down 15. CSKH down 12. AMEL down 11. NGBF down 6.
Monday, November 21, 2011
STUFF
Chevron said a mistake of calculating oil pressure caused the oil spill off Brazil coast. "Deposit pressure underestimated". Isn't that what happened in the GOM with BP? Well, besides faulty, hurried construction. Chevron leak fully contained, but slick reached 882 bls reportedly. On migratory route for whales, dolphins. Slick moving away from shore. Well, Rio won't be slicked. Greenpeace says satellite pics show "spill 10x bigger than stated." What's new.
Chinese solar makers preparing to shift production process steps to S. Korea, Taiwan and US in response to the trade case against them, and working on a way to retaliate against US exports to China, notably polysilicon. Dump this.
Office of Science and Tech Policy got $4.5M in recent $1T govt financing bill that Congress passed when, last week? But that's down >30% from last year's budget. (A White House Office).
France plans safety upgrades for its 58 nuke reactors.
Both US and China will install over 1GW of solar this year. Unfortunately, 1GW is only 1 large coal power plant. But it's better than last year.
Maui EV Alliance launched this month with help of $300K from DOE.
1st-ever successful cyber attack on a US utility claimed by a rural IL utility that had a burned-out water pump from an alleged hack job.
FSLR, by the by, has lost >$10B in valuation in recent months. Not alone in that achievement, but that is a lot of money. Buy-out candidate?
Judge approved BCON's bankruptcy plan to sell its primary working asset - 20MW energy storage flywheel - to try to pay back $43M fed loan.
World Meteorological Organization: GHG's hit record level in '10. CO2 now 389 PPM (parts per million), up from 280 in 1750. Yep, 1750. The year. Who measured CO2 PPM in 1750? There's a who wants be a millionaire question huh? UN climate conference opens up next week in S. Africa. 450 PPM is the point of no return they say. But 350 the first danger point already behind us. '10 was 23 PPM higher than '09. Avg. increase in '90's was 1.5/yr. Since 1750, CO2 concentration up 39%, NOX up 20%, Methane up 158%. Fossil fuel burning, loss of forests, use of fertilizer the main culprits.
Exxon, Shell and partners have spent $39B last 11 years developing Kashagan oil field in the Caspian. 8 years behind sked. 1st oil to be exported soon. Enough oil to keep world supplied for 6 months.
Explosion last week at Iranian military base killed the Revolutionary Guard general in charge of Iran's ballistic missile program. And today we see Iran and Hezbollah rounded up 2 rings of CIA spies in Lebonon. And US and allies to unveil new sanctions against Iran.
Baghdad threatening to enforce blacklisting policy against foreign comps that sign oil contracts with regional govt in Iraqi Kurdistan.
Libya's oil production up to 700kb/d, the end-of-year goal.
World Bank approved $297M loan to Morocco to help finance a solar power project.
Oil tanker comps may demolish most ships since '03 to lift charter rates from their lowest in at least 14 years.
Iraqi cabinet approved deal valued at as much as $17.2B for Shell to capure/process gas from 3 giant fields in south.
IEA says Japan would have to spend $3B/mo on additional oil, LNG in '12 if nuke power falls to zero.
Ministers of world's leading gas exporters (control of >70% of resources) preparing 1st summit to restore price link to oil.
DOE lab developed method of intro of corn gene into switchgrass that could boost yield.
Nigeria to add 3 ethanol projects.
Foreign banks doubled deposits at US fed. Today?
US billionaires avoid reporting cash to IRS. G, that's a surprise.
Chinese solar makers preparing to shift production process steps to S. Korea, Taiwan and US in response to the trade case against them, and working on a way to retaliate against US exports to China, notably polysilicon. Dump this.
Office of Science and Tech Policy got $4.5M in recent $1T govt financing bill that Congress passed when, last week? But that's down >30% from last year's budget. (A White House Office).
France plans safety upgrades for its 58 nuke reactors.
Both US and China will install over 1GW of solar this year. Unfortunately, 1GW is only 1 large coal power plant. But it's better than last year.
Maui EV Alliance launched this month with help of $300K from DOE.
1st-ever successful cyber attack on a US utility claimed by a rural IL utility that had a burned-out water pump from an alleged hack job.
FSLR, by the by, has lost >$10B in valuation in recent months. Not alone in that achievement, but that is a lot of money. Buy-out candidate?
Judge approved BCON's bankruptcy plan to sell its primary working asset - 20MW energy storage flywheel - to try to pay back $43M fed loan.
World Meteorological Organization: GHG's hit record level in '10. CO2 now 389 PPM (parts per million), up from 280 in 1750. Yep, 1750. The year. Who measured CO2 PPM in 1750? There's a who wants be a millionaire question huh? UN climate conference opens up next week in S. Africa. 450 PPM is the point of no return they say. But 350 the first danger point already behind us. '10 was 23 PPM higher than '09. Avg. increase in '90's was 1.5/yr. Since 1750, CO2 concentration up 39%, NOX up 20%, Methane up 158%. Fossil fuel burning, loss of forests, use of fertilizer the main culprits.
Exxon, Shell and partners have spent $39B last 11 years developing Kashagan oil field in the Caspian. 8 years behind sked. 1st oil to be exported soon. Enough oil to keep world supplied for 6 months.
Explosion last week at Iranian military base killed the Revolutionary Guard general in charge of Iran's ballistic missile program. And today we see Iran and Hezbollah rounded up 2 rings of CIA spies in Lebonon. And US and allies to unveil new sanctions against Iran.
Baghdad threatening to enforce blacklisting policy against foreign comps that sign oil contracts with regional govt in Iraqi Kurdistan.
Libya's oil production up to 700kb/d, the end-of-year goal.
World Bank approved $297M loan to Morocco to help finance a solar power project.
Oil tanker comps may demolish most ships since '03 to lift charter rates from their lowest in at least 14 years.
Iraqi cabinet approved deal valued at as much as $17.2B for Shell to capure/process gas from 3 giant fields in south.
IEA says Japan would have to spend $3B/mo on additional oil, LNG in '12 if nuke power falls to zero.
Ministers of world's leading gas exporters (control of >70% of resources) preparing 1st summit to restore price link to oil.
DOE lab developed method of intro of corn gene into switchgrass that could boost yield.
Nigeria to add 3 ethanol projects.
Foreign banks doubled deposits at US fed. Today?
US billionaires avoid reporting cash to IRS. G, that's a surprise.
MONDAY CLOSE
(stock #'s in %)
Market down 248/49/22. Dow clinged to the bottom 50-day line. Volume above avg. That's heavy in Thanksgiving week. Oil back up to around $97 I think.
NGBF up 57. No news. No revenues. Just a lot of volume. ZNNMF up 35. No news seen. I wouldn't call it volume. MMMW up 26. They hung in. BWEN up 19. They were up 1 at the open. Jeeze Leweeze. I'm guessing they might be going up. GNPG up 18. You never know with them. AMEL up 13. Ditto. SPIR up 10. A revolution against their recent fall. NPWZ up 7. Yeah, if you have the fortitude to buy a stock at a half of a cent. AETI up less than 1, new high.
CSOL down 40. LEOM down 38. BIOF down 20. Report that Cargill sold another 1.2M shares of their 10% stake. Well, hell yeah, after a 6-700% rise in days. AMLM down 16. GRHU, VSPC, ZAAP down 12. GEVO down 10. PEIX, RSOL down 9. ACPW down 8, new low I think.
And on it goes, pards.
Market down 248/49/22. Dow clinged to the bottom 50-day line. Volume above avg. That's heavy in Thanksgiving week. Oil back up to around $97 I think.
NGBF up 57. No news. No revenues. Just a lot of volume. ZNNMF up 35. No news seen. I wouldn't call it volume. MMMW up 26. They hung in. BWEN up 19. They were up 1 at the open. Jeeze Leweeze. I'm guessing they might be going up. GNPG up 18. You never know with them. AMEL up 13. Ditto. SPIR up 10. A revolution against their recent fall. NPWZ up 7. Yeah, if you have the fortitude to buy a stock at a half of a cent. AETI up less than 1, new high.
CSOL down 40. LEOM down 38. BIOF down 20. Report that Cargill sold another 1.2M shares of their 10% stake. Well, hell yeah, after a 6-700% rise in days. AMLM down 16. GRHU, VSPC, ZAAP down 12. GEVO down 10. PEIX, RSOL down 9. ACPW down 8, new low I think.
And on it goes, pards.
MONDAY OPEN
(stock #'s in %)
Market down 242/55/24. Volume above avg. Dow down to bottom 50-day line, other indeces below all lines. Oil down around $96. Bad news all around with governments. Though now China is talking a global slump. And last heard on the housing debacle is we won't see recovery until '15. Happy Thanksgiving.
NGBF up 96. My guess is its runover from PEIX and BIOF gains of late. MMMW up 26. They announced a sale last week. ENSL up 11. Really. CCTC up 9. BWEN up 1.
BIOF down 18 more. AMLM down 16. PEIX down 11. RSOL down 10, new low. Of course, there are lots of new lows. CSUN, ELON down 7, new lows. CSIQ down 6.
Market down 242/55/24. Volume above avg. Dow down to bottom 50-day line, other indeces below all lines. Oil down around $96. Bad news all around with governments. Though now China is talking a global slump. And last heard on the housing debacle is we won't see recovery until '15. Happy Thanksgiving.
NGBF up 96. My guess is its runover from PEIX and BIOF gains of late. MMMW up 26. They announced a sale last week. ENSL up 11. Really. CCTC up 9. BWEN up 1.
BIOF down 18 more. AMLM down 16. PEIX down 11. RSOL down 10, new low. Of course, there are lots of new lows. CSUN, ELON down 7, new lows. CSIQ down 6.
Sunday, November 20, 2011
STUFF
An average 23 manufacturing facilities were shut down in the US every day last year. Average of 15/day over last 10 years. Since '01, over 56k facilities lost. Since '76, US has run up a $7.5T trade deficit. In '79, there were 19.5M manufacturing jobs in the US. Now 11.6M. US has lost average 50k manufacturing jobs/month since China joined the WTO in '01. The new World Trade Center tower will be made with glass from China and steel from Germany. In '08, 1.2B cellphones were sold worldwide. None made in US. I think we need a zero fed tax on manufacturing for at least ten years. I wish the President would propose it. I can't imagine a Republican being against it. But the Dems might stop it for some dam reason. And so it goes.
UK moves to abruptly slash feed-in tariffs for smaller and rooftop solar installs coming under increasing pressure as opposition gets more organized.
USDA awarded >$8M to 4 hydropower projects in CT, OR, UT and VT under Rural Energy for America Program. USDA also halted sales of mineral leases in OH's Wayne National Forest. Sets Utica shale development back a year for another fracking analysis. Could have created 200k jobs next 3 years and provided OH with $500M in revenue. If fracking poisons water supply, absolutely stop it, yes. But so far I understand the fracking takes place BELOW the aquifers. But, of course, better safe than sorry.
Senators have intro'd bills to provide additional $5B of tax credits for US manufacture of clean energy tech and 20% investment tax credit up to $40M for energy storage systems connected to grid, 30% ITC of up to $1M for on-site storage.
US hit $15T debt last week.
Anti-gravity device based on inertial propulsion awarded US patent #7,900,874.
UK moves to abruptly slash feed-in tariffs for smaller and rooftop solar installs coming under increasing pressure as opposition gets more organized.
USDA awarded >$8M to 4 hydropower projects in CT, OR, UT and VT under Rural Energy for America Program. USDA also halted sales of mineral leases in OH's Wayne National Forest. Sets Utica shale development back a year for another fracking analysis. Could have created 200k jobs next 3 years and provided OH with $500M in revenue. If fracking poisons water supply, absolutely stop it, yes. But so far I understand the fracking takes place BELOW the aquifers. But, of course, better safe than sorry.
Senators have intro'd bills to provide additional $5B of tax credits for US manufacture of clean energy tech and 20% investment tax credit up to $40M for energy storage systems connected to grid, 30% ITC of up to $1M for on-site storage.
US hit $15T debt last week.
Anti-gravity device based on inertial propulsion awarded US patent #7,900,874.
Friday, November 18, 2011
FRIDAY CLOSE
(stock #'s in %)
Dow up 25. Naz down 15. S&P flat.
GSPI up 31. AMLM up 13. BLQN, WWPW, PSPW up 11. NENE up 5. Eye on that. CSIQ up 4. Finally, a Chinese solar posting a gain. BIOF up 1. They had no explanation for the recent rise. Give me a break. They turned to profitability and P/B and P/S were ridiculously low and PEIX led the charge of investors accepting ethanol producers. Or so it seems to me. Food for fuel. I still hate it.
CPWY down 40. PPRW down 23. NPWZ down 21. The basement. Are they for real? I'm still not sure. CRGE down 19. ECOS down 19. IFXY, PTOS down 16. GNPG, AMEL down 15. BWEN, HOKU down 13. BHWX down 11. DYMTF down 10. PEIX down 9. ENER down 7. ACPW down 5. JASO, LSCG down 4, broken through to new yearly lows, but 3-year chart shows it's double bottoming. HSOL down 3. AONE down 2. CSUN down 1.
Onward and upward, pards.
Dow up 25. Naz down 15. S&P flat.
GSPI up 31. AMLM up 13. BLQN, WWPW, PSPW up 11. NENE up 5. Eye on that. CSIQ up 4. Finally, a Chinese solar posting a gain. BIOF up 1. They had no explanation for the recent rise. Give me a break. They turned to profitability and P/B and P/S were ridiculously low and PEIX led the charge of investors accepting ethanol producers. Or so it seems to me. Food for fuel. I still hate it.
CPWY down 40. PPRW down 23. NPWZ down 21. The basement. Are they for real? I'm still not sure. CRGE down 19. ECOS down 19. IFXY, PTOS down 16. GNPG, AMEL down 15. BWEN, HOKU down 13. BHWX down 11. DYMTF down 10. PEIX down 9. ENER down 7. ACPW down 5. JASO, LSCG down 4, broken through to new yearly lows, but 3-year chart shows it's double bottoming. HSOL down 3. AONE down 2. CSUN down 1.
Onward and upward, pards.
STUFF
Chu wouldn't apologize for $500M loss with Solyndra. Come on, Steve. Humble yoself like everybody else. You made a mistake. Not even an "oops". When did the Chinese start naming their kids Steve?
BLM considering new rules - we love new rules, don't we? - limiting methane release @ coal mines on fed property.
Italy and Spain's borrowing rates near 7%, level that forced bailouts for Portugal, Ireland and Greece. Hell roh.
Climate scientists, disaster experts meeting in Africa - o the wind is in from Africa - sorry, i went off on joni mitchell - and the soiree says "get ready for more dangerous and 'unprecedented' extreme weather from global warming." Well, we like warming in winter. And jokes about the end of this 2nd world.
House vote on balanced budget amendment fell short. O. How's that vote on publicly financed elections coming along? And, of course we all know by now, we got the good news that they could agree to keep the govt funded. But we can't expect anything from the supercommittee can we?
Analysts increased their forecasts for 4Q growth in US. Some see 3%, up from 2.5%. What, from Christmas?
Statoil (Norway) has innovation on sound-based seismic imaging to detect oil/NG deposits miles deep without test drilling.
Bill Gates: clean energy spending should equal defense spending. Can he convince anyone in government?
Cellulosic ethanol won't reach 1st generation (food-based) prices until '20: a study.
1st US NG/solar plant approved in Calif. It's one answer to 24-hour power. Probably the best. Others are molten-salt heat storage or batteries.
GE got $100M wind project in Mongolia.
30% of utility bills explain their terms. Lucy... ju have a lot of 'splaining to do...
Solar World filed trade claim in EU in addition to US claim over Chinese solar.
Fisker - building Karma plug-in luxury hybrid (shades of Tesla) - closed in first $58M of $150M round. They've raised >$700M private equity.
China's biggest solar and wind farmers have tapped only $866M of $30B of govt credit.
Solazyme/Navy completed test of algae-based biofuels. 50-50 mix.
BLM considering new rules - we love new rules, don't we? - limiting methane release @ coal mines on fed property.
Italy and Spain's borrowing rates near 7%, level that forced bailouts for Portugal, Ireland and Greece. Hell roh.
Climate scientists, disaster experts meeting in Africa - o the wind is in from Africa - sorry, i went off on joni mitchell - and the soiree says "get ready for more dangerous and 'unprecedented' extreme weather from global warming." Well, we like warming in winter. And jokes about the end of this 2nd world.
House vote on balanced budget amendment fell short. O. How's that vote on publicly financed elections coming along? And, of course we all know by now, we got the good news that they could agree to keep the govt funded. But we can't expect anything from the supercommittee can we?
Analysts increased their forecasts for 4Q growth in US. Some see 3%, up from 2.5%. What, from Christmas?
Statoil (Norway) has innovation on sound-based seismic imaging to detect oil/NG deposits miles deep without test drilling.
Bill Gates: clean energy spending should equal defense spending. Can he convince anyone in government?
Cellulosic ethanol won't reach 1st generation (food-based) prices until '20: a study.
1st US NG/solar plant approved in Calif. It's one answer to 24-hour power. Probably the best. Others are molten-salt heat storage or batteries.
GE got $100M wind project in Mongolia.
30% of utility bills explain their terms. Lucy... ju have a lot of 'splaining to do...
Solar World filed trade claim in EU in addition to US claim over Chinese solar.
Fisker - building Karma plug-in luxury hybrid (shades of Tesla) - closed in first $58M of $150M round. They've raised >$700M private equity.
China's biggest solar and wind farmers have tapped only $866M of $30B of govt credit.
Solazyme/Navy completed test of algae-based biofuels. 50-50 mix.
FRIDAY OPEN
(stock #'s in %)
Market mixed. Dow up 51, Naz down 4. Naz under 50-day lines now. S&P getting close to theirs. Volume heavy. Options expiration Friday. Leading indicators up .9% in Oct, more than forecast. Biggest jump since Feb.
ENER up 5. CSIQ, CSUN up 3. BIOF, COMV up 2. I know. Not much hopping upward.
CRGE down 20. RNNM down 15. VSPC down 11. NGLPF, BWEN down 9.
Market mixed. Dow up 51, Naz down 4. Naz under 50-day lines now. S&P getting close to theirs. Volume heavy. Options expiration Friday. Leading indicators up .9% in Oct, more than forecast. Biggest jump since Feb.
ENER up 5. CSIQ, CSUN up 3. BIOF, COMV up 2. I know. Not much hopping upward.
CRGE down 20. RNNM down 15. VSPC down 11. NGLPF, BWEN down 9.
Thursday, November 17, 2011
THURSDAY CLOSE
(stock #'s in %)
Market down 134/51/20. Oil down under $99. Now It's spreading to Spain and France.
CPWY up 66. Go figure. ECOS up 32. Ditto. GNPG up 18. VSPC up 13. ENER up 11. BIOF, NGLPF up 10.
SPIR down 18. APWR down 13. EVSI down 12. CCTC down 11. CREE down 8.
Market down 134/51/20. Oil down under $99. Now It's spreading to Spain and France.
CPWY up 66. Go figure. ECOS up 32. Ditto. GNPG up 18. VSPC up 13. ENER up 11. BIOF, NGLPF up 10.
SPIR down 18. APWR down 13. EVSI down 12. CCTC down 11. CREE down 8.
THURSDAY OPEN
(stock #'s in %)
Market mixed, Dow up 37. S&P, Naz dipped under bottom 200-day line. Volume above avg. Oil down to $101. Philly manufacturing down in Nov, but still indicating growth.
ECOS up 32. BLQN up 31. ENER up 24 more. XDSL up 15. GNPG up 12. NGLPF up 11. BIOF up 4, was up double digits, as was PEIX, now flat. AONE up 5.
QTMM down 20. SPOW down 16. APWR down 13. EVSI down 12. AMEL down 11. ENZR down 10. DSTI down 9. CCTC down 7.
SPWRA changed back to SPWR (Sunpower).
Market mixed, Dow up 37. S&P, Naz dipped under bottom 200-day line. Volume above avg. Oil down to $101. Philly manufacturing down in Nov, but still indicating growth.
ECOS up 32. BLQN up 31. ENER up 24 more. XDSL up 15. GNPG up 12. NGLPF up 11. BIOF up 4, was up double digits, as was PEIX, now flat. AONE up 5.
QTMM down 20. SPOW down 16. APWR down 13. EVSI down 12. AMEL down 11. ENZR down 10. DSTI down 9. CCTC down 7.
SPWRA changed back to SPWR (Sunpower).
Wednesday, November 16, 2011
STUFF
EV's:
Nissan expects cumulative sales of 1.5M ZEV's (zero emission v's) in next 4 yrs. Honda will unveil 3 new EV models in '11. VW confirmed '13 production of plug-in hybrid with 170mpg. A Citroen electric van set range record of 621 miles on single charge on public roads with commercially available batts. Nearly 8M EV charge locations to be available globally in 5 yrs. 15 EV models will be available in US in 2 yrs. Today, 3.
Bloomberg New Energy Finance: expect onshore wind to become fully competitive with NG combined-cycle turbine tech by '16 in most regions with fair wind conditions.
IEA world energy outlook '11: short-term pressure on oil prices may be eased by slower econ growth and reutrn of Libya production (what about new Iraq oil?), but trends on both demand and supply will maintain price pressures. Est. avg. price by '35 $120 in '10 dollars (over $210 in '35 dollars). Oil demand to rise from 87mb/d in '10 to 99m in '35. Biofuel production expected to triple by '35. Investment in energy infrastructure of $1.5T/yr needed to meet demand.
Poll showed for first time that a majority of Americans now aware that incandescent bulbs are on the way out. Well, hooray Americans. Half now up to speed.
Obama proposed near-doubling fuel econ targets for cars by '25. Fleet goal 54mpg, increase of 5%/y. Light trucks 44mpg, cars 62mpg. May cost $157B to get there.
Health groups, states ask court to force EPA soot crackdown.
Repubs slammed EPA for weighing regs for drilling wastes at sewage plants. Really.
7 pipelines at risk of failure in MT, WY.
BP hit with fed suit for damage to AK N. slope.
State Dept. boosting focus on resource politics.
USPS warns default close. And we're putting 2,500 more Marines into Australia.
UK trees now bear fruit earlier in season.
Siemens opened new gas turbine factory in Charlotte next to its existing steam turbine generator plant. Fully operational in '12. 1.8k jobs. They expect to sell ~10 turbines/y @ $2-3M each.
Constellation Energy, Marriott announced project to deliver 23MW of controllable load across 264 hotel properties in Neast, mid-Atlantic, TX and Calif.
Global advanced biofuels, chemicals capacity to reach 5.11B gal/y by '15. Though 4.37B gal/y reported in May, up from 3.95B in Jan.
OOIL launched commercial entry-level algae harvesting system that processes at very low cost with no chems. Release 1H12.
In India, jatropha seed developer Nandan Cleantec expects sales to grow 25%/y through '15.
Stanford researchers discovered that with right conditions, E.coli can act as super-charged catalytic converter to turn sugars into diesel-type fuels.
Many EU biodiesel producers facing bankruptcy/extinction due to demand drop, low-cost imports.
Nissan expects cumulative sales of 1.5M ZEV's (zero emission v's) in next 4 yrs. Honda will unveil 3 new EV models in '11. VW confirmed '13 production of plug-in hybrid with 170mpg. A Citroen electric van set range record of 621 miles on single charge on public roads with commercially available batts. Nearly 8M EV charge locations to be available globally in 5 yrs. 15 EV models will be available in US in 2 yrs. Today, 3.
Bloomberg New Energy Finance: expect onshore wind to become fully competitive with NG combined-cycle turbine tech by '16 in most regions with fair wind conditions.
IEA world energy outlook '11: short-term pressure on oil prices may be eased by slower econ growth and reutrn of Libya production (what about new Iraq oil?), but trends on both demand and supply will maintain price pressures. Est. avg. price by '35 $120 in '10 dollars (over $210 in '35 dollars). Oil demand to rise from 87mb/d in '10 to 99m in '35. Biofuel production expected to triple by '35. Investment in energy infrastructure of $1.5T/yr needed to meet demand.
Poll showed for first time that a majority of Americans now aware that incandescent bulbs are on the way out. Well, hooray Americans. Half now up to speed.
Obama proposed near-doubling fuel econ targets for cars by '25. Fleet goal 54mpg, increase of 5%/y. Light trucks 44mpg, cars 62mpg. May cost $157B to get there.
Health groups, states ask court to force EPA soot crackdown.
Repubs slammed EPA for weighing regs for drilling wastes at sewage plants. Really.
7 pipelines at risk of failure in MT, WY.
BP hit with fed suit for damage to AK N. slope.
State Dept. boosting focus on resource politics.
USPS warns default close. And we're putting 2,500 more Marines into Australia.
UK trees now bear fruit earlier in season.
Siemens opened new gas turbine factory in Charlotte next to its existing steam turbine generator plant. Fully operational in '12. 1.8k jobs. They expect to sell ~10 turbines/y @ $2-3M each.
Constellation Energy, Marriott announced project to deliver 23MW of controllable load across 264 hotel properties in Neast, mid-Atlantic, TX and Calif.
Global advanced biofuels, chemicals capacity to reach 5.11B gal/y by '15. Though 4.37B gal/y reported in May, up from 3.95B in Jan.
OOIL launched commercial entry-level algae harvesting system that processes at very low cost with no chems. Release 1H12.
In India, jatropha seed developer Nandan Cleantec expects sales to grow 25%/y through '15.
Stanford researchers discovered that with right conditions, E.coli can act as super-charged catalytic converter to turn sugars into diesel-type fuels.
Many EU biodiesel producers facing bankruptcy/extinction due to demand drop, low-cost imports.
WEDNESDAY CLOSE
(stock #'s in %)
Market down 190/46/20. Volume avg. Oil up near $102. Fitch: Europe a risk to Am banks. Covered here in "Stuff" over the weekend. At least $1.5T exposure. Who knows the credit default figures and such. And then Hillary's motorcade pelted with rocks, paintballs and eggs in Manila over new military agreement. Who loves the USA, A?
CBWP up 66 on 1k shs. BWEN up 42 on 6M shs, pushed over 50-day lines. VNDB up 33. ASPW up 25. ENER up 13. A bounce. SZYM up 12. Push off 50-day line. EFOI up 8. Above 50-days. BIOF ended up 5. PEIX up 3. Are they going to come back? SYNM ended up 2 after a surge. They're running above 50-day lines.
GRHU down 30. BLQN down 24 on 2k shs. LEXG down 23. ASYS down 16. SPOW down 16. SPIR down 15. URRE down 13. CPWY, VSPC down 10. CSIQ, CCTC down 8. JASO down 7 more. HSOL down 5. LSCG down 4 more. 2-day fall back to the bottom. AONE down 2 more.
Market down 190/46/20. Volume avg. Oil up near $102. Fitch: Europe a risk to Am banks. Covered here in "Stuff" over the weekend. At least $1.5T exposure. Who knows the credit default figures and such. And then Hillary's motorcade pelted with rocks, paintballs and eggs in Manila over new military agreement. Who loves the USA, A?
CBWP up 66 on 1k shs. BWEN up 42 on 6M shs, pushed over 50-day lines. VNDB up 33. ASPW up 25. ENER up 13. A bounce. SZYM up 12. Push off 50-day line. EFOI up 8. Above 50-days. BIOF ended up 5. PEIX up 3. Are they going to come back? SYNM ended up 2 after a surge. They're running above 50-day lines.
GRHU down 30. BLQN down 24 on 2k shs. LEXG down 23. ASYS down 16. SPOW down 16. SPIR down 15. URRE down 13. CPWY, VSPC down 10. CSIQ, CCTC down 8. JASO down 7 more. HSOL down 5. LSCG down 4 more. 2-day fall back to the bottom. AONE down 2 more.
WEDNESDAY OPEN
(stock #'s in %)
Market down 111/19/10 on Europe, possible contagion. Volume above avg. WTI up near $101. Enbridge to reverse flow in pipeline from Cushing, OK to Gulf, alleviating bottleneck in Cushing. Pipe moves 150kb/d. Brent down to $110.
US industrial production up .7% in Oct. More than forecast. Very low inventory levels.
BIOF up 38 more. PEIX up 27 more. Hope you bought some days ago. VNDB up 33 on 6k shs. ASPW up 19. BWEN up 8. DSTI up 6. SPWRA, GTAT up 5.
ASYS, XSNX, AMLM down 11. SPOW down 9. AMEL, CCTC down 8. APWR down 5. Chinese solars down more, HSOL down 4.
Market down 111/19/10 on Europe, possible contagion. Volume above avg. WTI up near $101. Enbridge to reverse flow in pipeline from Cushing, OK to Gulf, alleviating bottleneck in Cushing. Pipe moves 150kb/d. Brent down to $110.
US industrial production up .7% in Oct. More than forecast. Very low inventory levels.
BIOF up 38 more. PEIX up 27 more. Hope you bought some days ago. VNDB up 33 on 6k shs. ASPW up 19. BWEN up 8. DSTI up 6. SPWRA, GTAT up 5.
ASYS, XSNX, AMLM down 11. SPOW down 9. AMEL, CCTC down 8. APWR down 5. Chinese solars down more, HSOL down 4.
Tuesday, November 15, 2011
STUFF
Anadarko plans expansion in Colorado shale.
TransCanada agreed to reroute Keystone XL pipeline around Nebraska Ogallala aquifer.
Who doesn't like clean energy storage or energy consumers' rights to know what their power costs? Congress. 2 more bills stuck in their dam deadlock.
Only half of $13B spent annually at 16 fed energy labs goes to actual research. Ratio "out of sync": DOE's IG. DOE budget $24B/y. $6B/y spent on cleaning up pollution left over from nuke weapons production.
BioAmber filed for $150M IPO. Bio-succinic acid. Don't ask me. Last year lost $12M on no revs. But say they can compete with $35/bl oil and $6.50/bu corn. Plant in Ontario, plans to build 2 more, one in Thailand, one in US or Brazil. Expect revs in 1Q12. Raised $76M privately already.
Joule ready to start construction on biofuels demo plant in NM. Plans to convert sunlight and CO2 waste into biofuel. Online in '12. Renewable diesel, ethanol.
ADM announced plans to build 70M gal/y biodiesel plant in Alberta. Would increase its N. Am. biodiesel production capacity 50%. Also expanding adjacent canola crushing facility. Online end of '13.
TransCanada agreed to reroute Keystone XL pipeline around Nebraska Ogallala aquifer.
Who doesn't like clean energy storage or energy consumers' rights to know what their power costs? Congress. 2 more bills stuck in their dam deadlock.
Only half of $13B spent annually at 16 fed energy labs goes to actual research. Ratio "out of sync": DOE's IG. DOE budget $24B/y. $6B/y spent on cleaning up pollution left over from nuke weapons production.
BioAmber filed for $150M IPO. Bio-succinic acid. Don't ask me. Last year lost $12M on no revs. But say they can compete with $35/bl oil and $6.50/bu corn. Plant in Ontario, plans to build 2 more, one in Thailand, one in US or Brazil. Expect revs in 1Q12. Raised $76M privately already.
Joule ready to start construction on biofuels demo plant in NM. Plans to convert sunlight and CO2 waste into biofuel. Online in '12. Renewable diesel, ethanol.
ADM announced plans to build 70M gal/y biodiesel plant in Alberta. Would increase its N. Am. biodiesel production capacity 50%. Also expanding adjacent canola crushing facility. Online end of '13.
TUESDAY CLOSE
(stock #'s in %)
Market up 17/28/6. Volume below avg. Oil up over $99. NY manufacturing index rose in Nov after 5 months of contraction. Must be the Christmas production. Supposedly more confidence in Italy. And here comes Spain?
GRHU up 62. There's a player, huh? BIOF up 45. Crossed over 200-day lines. Ethanol, ethanol, ethanol. PEIX up another 30. PPRW up 30 after reporting. BHWX up 29. XSNX up 25. EVSI up 20. CLNE up 15. FSYS, CREG, DSTI up 13. CREG reported. CRGE up 12. JUHL up 9 after reporting. KNDI up 5 after reporting.
CPWY down 35. CCTC down 32. Think there's volatility in the market? VNDB down 25. AXPW down 18. ASPW down 16. ASYS down 16 after hours after reporting. SPOW, GNPG down 15. CSKH down 11. NPWZ, CERP down 10. AONE down 9, new low. HSOL, LSCG down 8, HSOL new low. CSIQ down 7, new low. ACPW down 5, new low.
Market up 17/28/6. Volume below avg. Oil up over $99. NY manufacturing index rose in Nov after 5 months of contraction. Must be the Christmas production. Supposedly more confidence in Italy. And here comes Spain?
GRHU up 62. There's a player, huh? BIOF up 45. Crossed over 200-day lines. Ethanol, ethanol, ethanol. PEIX up another 30. PPRW up 30 after reporting. BHWX up 29. XSNX up 25. EVSI up 20. CLNE up 15. FSYS, CREG, DSTI up 13. CREG reported. CRGE up 12. JUHL up 9 after reporting. KNDI up 5 after reporting.
CPWY down 35. CCTC down 32. Think there's volatility in the market? VNDB down 25. AXPW down 18. ASPW down 16. ASYS down 16 after hours after reporting. SPOW, GNPG down 15. CSKH down 11. NPWZ, CERP down 10. AONE down 9, new low. HSOL, LSCG down 8, HSOL new low. CSIQ down 7, new low. ACPW down 5, new low.
TUESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume above avg. Oil up near $99. Europe, Europe, Europe. Super committee.
PPRW up 33 after reporting revs up. AMEL up 18. BIOF up 15. PEIX up another 12. DSTI up 12. BHWX up 11. XSNX up 9.
CCTC down 34. I'd say their runup is over. VNDB down 25. UBRG down 23. If you can get it at 3 cents, get it. CSKH down 22. NPWZ down 18. APWR down 9. AONE down 7, new low. CERP down 6 more. BWEN, LSCG down 4.
Market flat and mixed. Volume above avg. Oil up near $99. Europe, Europe, Europe. Super committee.
PPRW up 33 after reporting revs up. AMEL up 18. BIOF up 15. PEIX up another 12. DSTI up 12. BHWX up 11. XSNX up 9.
CCTC down 34. I'd say their runup is over. VNDB down 25. UBRG down 23. If you can get it at 3 cents, get it. CSKH down 22. NPWZ down 18. APWR down 9. AONE down 7, new low. CERP down 6 more. BWEN, LSCG down 4.
Monday, November 14, 2011
MONDAY CLOSE
(stock #'s in %)
Market down 74/21/12. Volume below avg. Oil over $98.
CSOL up 37. One of those days. CLNO up 31. CCTC up 23. BYDDF up 17. PEIX up 15. CSGH up 13. EFOI, NEXS up 12. EFOI reported lower revs, same loss. And up 12. Just gotta wonder. AXPW up 11.
CPWY down 38. GRHU down 27. BFRE down 23. EVSI down 16. ENZR down 13. PSPW down 12. BHWX, SPOW, XDSL, XSNX down 10. HSOL down 8, new low. AONE, QTWW down 7, QTWW new low. CERP, ACPW down 6, new lows. AMRS down 3, new low.
Market down 74/21/12. Volume below avg. Oil over $98.
CSOL up 37. One of those days. CLNO up 31. CCTC up 23. BYDDF up 17. PEIX up 15. CSGH up 13. EFOI, NEXS up 12. EFOI reported lower revs, same loss. And up 12. Just gotta wonder. AXPW up 11.
CPWY down 38. GRHU down 27. BFRE down 23. EVSI down 16. ENZR down 13. PSPW down 12. BHWX, SPOW, XDSL, XSNX down 10. HSOL down 8, new low. AONE, QTWW down 7, QTWW new low. CERP, ACPW down 6, new lows. AMRS down 3, new low.
STUFF
India announced plans for prototype 300MW nuke plant powered by thorium. Hopes to have it running by end of decade. Thorium far more abundant than U. Up to 200X more dense. Way safer. And cheap. Major waste product of rare-earth mining. Oak Ridge thorium test program was ended in '76. Suspected political pressure from GE, Honeywell, other uranium reactor makers.
Libya expects to hit prewar oil production by June. Est. 180kb/d exported in Oct. Nov est. 200-250k.
Russian court threw out $16B claim against BP.
40 years after EPA first invoked emergency powers, Birmingham's air slowly improving.
New startup in London using mainly used tires and concrete to make sidewalks that generate electric with every footstep.
S. Korea planning large offshore wind farms.
GE launching smart grid as service in Norcross, GA. Will charge utility a monthly fee. (GE Energy HQ's in Atlanta.) The muni utility expects to add ~$1/month to their 4,200 customers' bills. GTM Research says US utilities will spend $8.5B from '11-'15 on smart grid enterprise IT. Even biggest utilities turning to "cloud" computing to manage smart meter data like 100-terabyte project now underway with S. Cal Ed, Itron, IBM and others. GE competing with at least Schneider El (bought Telvent and Summit E) and ABB (bought Ventryx for $1B last year). Schneider has launched E efficiency services for power users (bldgs, data centers). ~3k small to mid-size utilities have ~35M meters that need to be smartened up. GE hasn't picked cellular provider yet for Norcross project.
Brent oil lately $114.
Global oil stockpiles continue to fall slowly, indicating consumption still above production.
Exxon could lose current contract to develop W. Qurna oil field in Iraq if it proceeds with Kurdistan exploration.
Putin says Russia now plans to work closely with OPEC.
China Petrochem to pay $3.5B for 30% stake in Galp Energia's Brazilian unit.
Commerce Dept: US crude oil imports in Sept fell 4% - 416kb/d - from year ago.
NG pipeline Eqypt to Israel/Jordan blown up again. Took a little longer this time.
Some Shell Nigerian oil production shut down following pipeline fire.
US reaping smallest corn harvest in 3 years because of the drought.
GPRE subsid to build/own/op new ethanol train terminal in Birmingham on BNSF line. 160k bls storage. Online 3Q12.
Tuition-free renewable energy job training program debuts in AZ with $2.2M Dept of Labor grant.
Sugar and Integrated Industries to open sugar-based jet fuel plant in Egypt in '12.
Libya expects to hit prewar oil production by June. Est. 180kb/d exported in Oct. Nov est. 200-250k.
Russian court threw out $16B claim against BP.
40 years after EPA first invoked emergency powers, Birmingham's air slowly improving.
New startup in London using mainly used tires and concrete to make sidewalks that generate electric with every footstep.
S. Korea planning large offshore wind farms.
GE launching smart grid as service in Norcross, GA. Will charge utility a monthly fee. (GE Energy HQ's in Atlanta.) The muni utility expects to add ~$1/month to their 4,200 customers' bills. GTM Research says US utilities will spend $8.5B from '11-'15 on smart grid enterprise IT. Even biggest utilities turning to "cloud" computing to manage smart meter data like 100-terabyte project now underway with S. Cal Ed, Itron, IBM and others. GE competing with at least Schneider El (bought Telvent and Summit E) and ABB (bought Ventryx for $1B last year). Schneider has launched E efficiency services for power users (bldgs, data centers). ~3k small to mid-size utilities have ~35M meters that need to be smartened up. GE hasn't picked cellular provider yet for Norcross project.
Brent oil lately $114.
Global oil stockpiles continue to fall slowly, indicating consumption still above production.
Exxon could lose current contract to develop W. Qurna oil field in Iraq if it proceeds with Kurdistan exploration.
Putin says Russia now plans to work closely with OPEC.
China Petrochem to pay $3.5B for 30% stake in Galp Energia's Brazilian unit.
Commerce Dept: US crude oil imports in Sept fell 4% - 416kb/d - from year ago.
NG pipeline Eqypt to Israel/Jordan blown up again. Took a little longer this time.
Some Shell Nigerian oil production shut down following pipeline fire.
US reaping smallest corn harvest in 3 years because of the drought.
GPRE subsid to build/own/op new ethanol train terminal in Birmingham on BNSF line. 160k bls storage. Online 3Q12.
Tuition-free renewable energy job training program debuts in AZ with $2.2M Dept of Labor grant.
Sugar and Integrated Industries to open sugar-based jet fuel plant in Egypt in '12.
MONDAY OPEN
(stock #'s in %)
Market down 41/4/8. Volume avg. Oil down under $98. Naz, S&P Friday closed up against top 200-day lines. And the market's still stuck on Euro debt. And who thinks the super committee will solve any problems?
CCTC up 25 on volume. They're above all their lines. Nearing quadruple since late Sept. BYDDF up 18. Jump off a 50-day line. PEIX up another 13. AMEL up 10. NEXS up 8. BIOF up 7. LEDS up 6.
APWR down 14. XSNX, GRHU down 10. UBRG down 7. LEXG down 5. JASO, HSOL down 4. HSOL new low.
Market down 41/4/8. Volume avg. Oil down under $98. Naz, S&P Friday closed up against top 200-day lines. And the market's still stuck on Euro debt. And who thinks the super committee will solve any problems?
CCTC up 25 on volume. They're above all their lines. Nearing quadruple since late Sept. BYDDF up 18. Jump off a 50-day line. PEIX up another 13. AMEL up 10. NEXS up 8. BIOF up 7. LEDS up 6.
APWR down 14. XSNX, GRHU down 10. UBRG down 7. LEXG down 5. JASO, HSOL down 4. HSOL new low.
Sunday, November 13, 2011
THE LOOK SEE WITH THOUGHTS
AMEL on its bottom. Will it be producing lithium or not? AMLM was up 12% Friday. Another lithium producer or not. Hay, LEXG just tripled and came back to double. Same deal. Lithium maybe's. BHWX another.
BFRE was up 17% on Friday. They'll be getting cellulosic fuels to market.
BWEN gaining traction. Wind and oil/gas infrastructure.
CERP down 30% Friday, new bottom. Algae-based plastics. Keep an eye on them.
COMV still down on its butt.
CREE probably bottomed out.
Chinese solar numbers - CSIQ, JASO, HSOL, CSUN - P/B, P/S numbers nuts. Will China be installing solar? Will this US tariff thing stick? Will they sell to other parts of the world? But the numbers are nuts.
ASTI, DSTI, XSNX may be coming on or not with thin film solar.
And subsidies up in the air.
ECOS down 19% on Friday. Technology technology technology.
GRHU down 21% Friday. They move around.
LEOM up 92% Friday. 92%.
NEXS down 18% Friday. Another LED comp.
PEIX up 24% Friday. They look cleared to $3.
PLUG up 6%. They're making progress.
PWER probably better than SATC.
RBCN will grow.
VNDB back on their keester.
I'm sure there's more to be said. But it's Sunday night. Good night nurse.
BFRE was up 17% on Friday. They'll be getting cellulosic fuels to market.
BWEN gaining traction. Wind and oil/gas infrastructure.
CERP down 30% Friday, new bottom. Algae-based plastics. Keep an eye on them.
COMV still down on its butt.
CREE probably bottomed out.
Chinese solar numbers - CSIQ, JASO, HSOL, CSUN - P/B, P/S numbers nuts. Will China be installing solar? Will this US tariff thing stick? Will they sell to other parts of the world? But the numbers are nuts.
ASTI, DSTI, XSNX may be coming on or not with thin film solar.
And subsidies up in the air.
ECOS down 19% on Friday. Technology technology technology.
GRHU down 21% Friday. They move around.
LEOM up 92% Friday. 92%.
NEXS down 18% Friday. Another LED comp.
PEIX up 24% Friday. They look cleared to $3.
PLUG up 6%. They're making progress.
PWER probably better than SATC.
RBCN will grow.
VNDB back on their keester.
I'm sure there's more to be said. But it's Sunday night. Good night nurse.
STUFF
Italy is 3rd largest bond market in the world. US banks hold $2B in Greek bonds, $34B in Italian and Spanish bonds. Banks in France and Germany have $27B in Greek bonds. US banks have $500B invested in French and German banking systems. Big money market funds have half of assets in Euro banks - near $1T.
And now watch out for Spain. 13th largest economy. Let's all try to make things better, A?
And now watch out for Spain. 13th largest economy. Let's all try to make things better, A?
Saturday, November 12, 2011
STUFF
A Chevy Volt caught fire in May - just hearing about it now - while parked at fed test center 3 weeks after a side-impact test. So now the feds are testing all lithium-ion batts that power EV's. LG Chem (S.Korea) supplies the Volt batts. But. GM says its safety procedures for handling the battery after an accident weren't followed. If they had been, there would not have been a fire. Maybe the feds were testing not following after-accident procedures.
Better Place raised another $200M from investors including GE, UBS, Morgan Stanley to roll out EV charging/batt swapping networks. Comp now has banked >$750M. They will start deploy in early '12 in Denmark and Israel. Australia 2Q12. Also deals in place for San Francisco, Canada and Hawaii. Currently only Renault building EV's that work with Better system. (Tesla Model S will have swappable batts that can be changed at Tesla stores.)
Russia comp to build first nuke power plant in People's Republic of Bangladesh. 2GW.
EPA awarded 1st GHG permit for TX NG-fired power plant. EPA took over regulating TX after it was the only state to not accept new emission rules. TX leads nation in GHG emissions, industrial pollution. And Perry makes W look like a genius.
Slim pickins today. Happy hippy trails, pards.
Better Place raised another $200M from investors including GE, UBS, Morgan Stanley to roll out EV charging/batt swapping networks. Comp now has banked >$750M. They will start deploy in early '12 in Denmark and Israel. Australia 2Q12. Also deals in place for San Francisco, Canada and Hawaii. Currently only Renault building EV's that work with Better system. (Tesla Model S will have swappable batts that can be changed at Tesla stores.)
Russia comp to build first nuke power plant in People's Republic of Bangladesh. 2GW.
EPA awarded 1st GHG permit for TX NG-fired power plant. EPA took over regulating TX after it was the only state to not accept new emission rules. TX leads nation in GHG emissions, industrial pollution. And Perry makes W look like a genius.
Slim pickins today. Happy hippy trails, pards.
Friday, November 11, 2011
FRIDAY CLOSE
(stock #'s in %)
Market up 259/53/24. What is that about?
PEIX up 28. SOPW up 20. PSPW up 19. SPOW up 11. SZYM up 8. TSLA up 7. PLUG up 6.
APWR down 35. CERP down 30. CSOL down 25. GRHU down 21. ECOS down 19. NEXS down 18. CPWY down 15. VNDB down 13. ENER, UBRG down 11. XSNX down 9. NPWZ down 6. DSTI down 3.
Onward and upward, pards.
Market up 259/53/24. What is that about?
PEIX up 28. SOPW up 20. PSPW up 19. SPOW up 11. SZYM up 8. TSLA up 7. PLUG up 6.
APWR down 35. CERP down 30. CSOL down 25. GRHU down 21. ECOS down 19. NEXS down 18. CPWY down 15. VNDB down 13. ENER, UBRG down 11. XSNX down 9. NPWZ down 6. DSTI down 3.
Onward and upward, pards.
STUFF
I know. 11/11/11. May all our active duty sons and daughters be blessed and all our veterans honored. Finally our Senate could agree on some dam thing unanimously. I hope we can build on that.
Ameren backed out of Future Gen 2. The C-capture project. Cited their financial situation. They had agreed to provide an old oil-fired power plant in IL for conversion, but now will shut it down by year-end. Babcock & Wilcox, Air Liquide major partners. DOE promised $1B (80% of cost) if spent by '15. Current tech to burn coal in O2 instead of air.
State Dept postponed Keystone pipeline to '13. Well, watch China step up to get a pipe to West coast. Meanwhile, Enbridge says it has enough commitments to move forward with 2 segments. Nebraska making a stand. My thought is either put the pipe above ground or make a failsafe underground conduit.
House Republicans inro'd 2 bills today pitching ANWR and offshore drilling.
Public support for clean E subsidies falling.
EPA detected contamination of WY aquifer. My guess is either from Yellowstone River spill or fracking. But short on facts.
Conoco oil spill in China attributed to negligence.
Tracking ocean temps helps predict severity of forest fire seasons.
TX solar industry set to grow despite history of legislative setbacks.
White spruce found growing in warmer weather in tundra.
BIOF swung to 3Q profitability.
White Energy (TX) got $3M USDA grant to develop ethanol production away from corn starch.
On Hawaii, Boeing announced agreement to work with Hawaii Bioenergy on renewable sources for jetfuel.
Ameren backed out of Future Gen 2. The C-capture project. Cited their financial situation. They had agreed to provide an old oil-fired power plant in IL for conversion, but now will shut it down by year-end. Babcock & Wilcox, Air Liquide major partners. DOE promised $1B (80% of cost) if spent by '15. Current tech to burn coal in O2 instead of air.
State Dept postponed Keystone pipeline to '13. Well, watch China step up to get a pipe to West coast. Meanwhile, Enbridge says it has enough commitments to move forward with 2 segments. Nebraska making a stand. My thought is either put the pipe above ground or make a failsafe underground conduit.
House Republicans inro'd 2 bills today pitching ANWR and offshore drilling.
Public support for clean E subsidies falling.
EPA detected contamination of WY aquifer. My guess is either from Yellowstone River spill or fracking. But short on facts.
Conoco oil spill in China attributed to negligence.
Tracking ocean temps helps predict severity of forest fire seasons.
TX solar industry set to grow despite history of legislative setbacks.
White spruce found growing in warmer weather in tundra.
BIOF swung to 3Q profitability.
White Energy (TX) got $3M USDA grant to develop ethanol production away from corn starch.
On Hawaii, Boeing announced agreement to work with Hawaii Bioenergy on renewable sources for jetfuel.
FRIDAY OPEN
(stock #'s in %)
Market up 258/44/24. Dow back over top 200-day line, the others lagging. Volume normal. Oil up over $98. Italy senate passed austerity vote.
SOPW up 22. SPOW up 18. BHWX up 16. AMEL up 7. VLNC, LEXG up 6. PEIX up 5.
APWR down 30. CERP down 24 on new offering. TMEN down 18. NEXS down 15. SPIR down after reporting lousy numbers. UBRG down 9. NPWZ down 8.
Market up 258/44/24. Dow back over top 200-day line, the others lagging. Volume normal. Oil up over $98. Italy senate passed austerity vote.
SOPW up 22. SPOW up 18. BHWX up 16. AMEL up 7. VLNC, LEXG up 6. PEIX up 5.
APWR down 30. CERP down 24 on new offering. TMEN down 18. NEXS down 15. SPIR down after reporting lousy numbers. UBRG down 9. NPWZ down 8.
Thursday, November 10, 2011
THURSDAY CLOSE
(stock #'s in %0
Market up 112/3/10. Volume below avg. Naz index dealing with bottom 200-day and 50-day lines. Oil up near $98.
VVIT up 59. AFPW up 29. TRKP up 21. CSKH up 20. PLUG up 8.
CPWY down 35. TMEN down 32. APWR down 27. AMEL down 24. LEXG down 21. ENER, GNPG down 21. BFRE down 12.
Pleasant dreams.
Market up 112/3/10. Volume below avg. Naz index dealing with bottom 200-day and 50-day lines. Oil up near $98.
VVIT up 59. AFPW up 29. TRKP up 21. CSKH up 20. PLUG up 8.
CPWY down 35. TMEN down 32. APWR down 27. AMEL down 24. LEXG down 21. ENER, GNPG down 21. BFRE down 12.
Pleasant dreams.
STUFF
IAEA says Iran building mini nuke warheads for medium-range missiles and could have enough material for 4 bombs. Well, it's supposedly the end times. But I bet the billionaires don't want it to end.
Chinese solar panel makers have raised US market share to over half from almost zero 5 years ago. China comps account for 3/5 of world panel production and exports 95% of it. US solar installs have been growing >70%/y since '08. The "dumping/subsidy complaints seeking 100% tariffs. Yesterday was deadline for Commerce Dept to begin formal inquiry and required by law to issue prelim decision possibly mid-Jan but no later than late March on antidumping, mid-May on antisubsidy. Tariffs could be retroactive to yesterday.
CEO of Electricite de France said it would cost France $544B to replace its nuke plants (3/4 of their el power). 5-44 would be May of '44. Just wondering how they come up with numbers.
In '00, US used 25% of world energy, China <10%. '07 US @ 22%, China 16%. Estimate we will be tied at 18% in '15.
DOE announced Offshore Wind Initiative. $43M for 41 projects in 20 states next 5 years to speed tech, lower costs, shorten deploy. ABB will oversee, with assists from AWS Truepower, Duke, NREL and U of Pitt. To assess best sites.
GE to supply 70MW of wind turbines for 2 projects in France.
PPRW to build 16.2MW of solar in Bulgaria.
Algenol Biofuels started build of algae biorefinery in FL. Algae to ethanol. 6K gal/acre/yr. Production capacity 100K gal/yr. ~$50M.
USDA announced $55M loan for Sapphire Energy to help build algae biorefinery in NM. $135M total.
Aquaculture now supplies near half of world's seafood.
Calif hit 1GW rooftop solar.
Vestas says it will layoff US workers if subsidy expires in '12.
Smith EV filed for $125M IPO. Workingman's Tesla. Kansas City comp. Been building Newton trucks since '09.
IEA: for every $1 not spent on clean E by '20 will cost >$4 for the increased emissions after.
China inflation fell to 5.5% in Oct.
100K met tons/yr biodiesel plant in Hong Kong to open in '13. $164M.
Poland says EU biofuels mandate will cost them $1B in '12.
And that, pards, is where we are.
Chinese solar panel makers have raised US market share to over half from almost zero 5 years ago. China comps account for 3/5 of world panel production and exports 95% of it. US solar installs have been growing >70%/y since '08. The "dumping/subsidy complaints seeking 100% tariffs. Yesterday was deadline for Commerce Dept to begin formal inquiry and required by law to issue prelim decision possibly mid-Jan but no later than late March on antidumping, mid-May on antisubsidy. Tariffs could be retroactive to yesterday.
CEO of Electricite de France said it would cost France $544B to replace its nuke plants (3/4 of their el power). 5-44 would be May of '44. Just wondering how they come up with numbers.
In '00, US used 25% of world energy, China <10%. '07 US @ 22%, China 16%. Estimate we will be tied at 18% in '15.
DOE announced Offshore Wind Initiative. $43M for 41 projects in 20 states next 5 years to speed tech, lower costs, shorten deploy. ABB will oversee, with assists from AWS Truepower, Duke, NREL and U of Pitt. To assess best sites.
GE to supply 70MW of wind turbines for 2 projects in France.
PPRW to build 16.2MW of solar in Bulgaria.
Algenol Biofuels started build of algae biorefinery in FL. Algae to ethanol. 6K gal/acre/yr. Production capacity 100K gal/yr. ~$50M.
USDA announced $55M loan for Sapphire Energy to help build algae biorefinery in NM. $135M total.
Aquaculture now supplies near half of world's seafood.
Calif hit 1GW rooftop solar.
Vestas says it will layoff US workers if subsidy expires in '12.
Smith EV filed for $125M IPO. Workingman's Tesla. Kansas City comp. Been building Newton trucks since '09.
IEA: for every $1 not spent on clean E by '20 will cost >$4 for the increased emissions after.
China inflation fell to 5.5% in Oct.
100K met tons/yr biodiesel plant in Hong Kong to open in '13. $164M.
Poland says EU biofuels mandate will cost them $1B in '12.
And that, pards, is where we are.
THURSDAY OPEN
(stock #'s in %)
Market mixed - Dow up, Naz down. Volume above avg. Oil up just under $97. ECB buying Italy bonds, parliament speeding austerity vote. New Greek PM ex-banker. US jobless claims lowest in 7 months.
CSKH bounced back, up 32. AFPW up 23. DSTI up 19. TRKP up 15. PEIX up 8. PWER, SATC up 5. ADES flat, revs up 76%, loss narrowed.
APWR down 34. VVIT down 20. ENSL, BHWX down 16. ENSL new low. BFRE down 13. XSNX down 11. CSGH down 10. CSIQ down 7, new low. LEXG down 7. AMSC down 5, missed estimates, took charges. COMV down 5, new low. JASO down 4.
Market mixed - Dow up, Naz down. Volume above avg. Oil up just under $97. ECB buying Italy bonds, parliament speeding austerity vote. New Greek PM ex-banker. US jobless claims lowest in 7 months.
CSKH bounced back, up 32. AFPW up 23. DSTI up 19. TRKP up 15. PEIX up 8. PWER, SATC up 5. ADES flat, revs up 76%, loss narrowed.
APWR down 34. VVIT down 20. ENSL, BHWX down 16. ENSL new low. BFRE down 13. XSNX down 11. CSGH down 10. CSIQ down 7, new low. LEXG down 7. AMSC down 5, missed estimates, took charges. COMV down 5, new low. JASO down 4.
STUFF
BP's GOM cleanup stage over unless new oil slicks are proven to be from spill. Now, restoration.
Senate to take up energy, water spending bill today.
Online vote found Chinese support US air pollution standards. Well, sure. Good luck getting them implemented. Apparently no tea party Republicans there.
2 years now since Hillary Clinton promised US assistance in raising $100B to stop climate change. No money even close to appearing. Canada, though, approved $148M fund to help prepare for climate change.
A solar coalition has emerged that opposes steep US duties on Chinese solar panels.
Tres Amigas, planning supercon DC transmission hub to connect all 3 US grids in NM has raised $3M of $15M round of which $1.1M is slated for exec officers, directors and promoters of the project. Projected $600M - $1B cost. Revs projected to be up to $4B a year. Hum. Payback within months and they can't get it going?! Something doesn't sound right. Why doesn't DOE just do it? But it could cost Western grid $200B to upgrade its system to manage all the clean E and new customers. No estimate of costs to Texas' or Eastern grid.
Malaysia's domestic biofuel use expected to reach 500K met tons/month by end of '12.
Euro biodiesel imports expected to jump 21% this year to record 2.42M met tons. 1.4M tons expected from Argentina.
MN officials requested to delay biofuels mandate.
Xcel Energy has shelved plans for large-scale solar devel/$180M transmission line in Colorado's San Luis Valley.
Polysilicon (90% used for solar cells, 10% for computer chips) down 93% to $33/kg from $475 3 years ago. Back to price range it was before start of solar buildout in '03. Top 5 producers have more than doubled production capacity. Next year will produce 28% more than demand unless production is cut back. 20% this year. Polysi ~1/4 the cost of finished solar panel.
Senate to take up energy, water spending bill today.
Online vote found Chinese support US air pollution standards. Well, sure. Good luck getting them implemented. Apparently no tea party Republicans there.
2 years now since Hillary Clinton promised US assistance in raising $100B to stop climate change. No money even close to appearing. Canada, though, approved $148M fund to help prepare for climate change.
A solar coalition has emerged that opposes steep US duties on Chinese solar panels.
Tres Amigas, planning supercon DC transmission hub to connect all 3 US grids in NM has raised $3M of $15M round of which $1.1M is slated for exec officers, directors and promoters of the project. Projected $600M - $1B cost. Revs projected to be up to $4B a year. Hum. Payback within months and they can't get it going?! Something doesn't sound right. Why doesn't DOE just do it? But it could cost Western grid $200B to upgrade its system to manage all the clean E and new customers. No estimate of costs to Texas' or Eastern grid.
Malaysia's domestic biofuel use expected to reach 500K met tons/month by end of '12.
Euro biodiesel imports expected to jump 21% this year to record 2.42M met tons. 1.4M tons expected from Argentina.
MN officials requested to delay biofuels mandate.
Xcel Energy has shelved plans for large-scale solar devel/$180M transmission line in Colorado's San Luis Valley.
Polysilicon (90% used for solar cells, 10% for computer chips) down 93% to $33/kg from $475 3 years ago. Back to price range it was before start of solar buildout in '03. Top 5 producers have more than doubled production capacity. Next year will produce 28% more than demand unless production is cut back. 20% this year. Polysi ~1/4 the cost of finished solar panel.
Wednesday, November 9, 2011
STUFF
OK quakes too powerful to be from fracking.
Huge shale oil discovery (for Argentina) by Spain's Repsol. 76M bls of oil, more, of course, in NG.
Global LEED certification (green buildings) expected to reach 2B sq. ft. in '12. Registrations up 53% overseas, 39% in US in past year, but certifications only up 3%. >1/3 all LEED ever certified done in '11.
Global wind capacity reached 215GW by mid-'11. 18GW added 1H11, 15% more than '10. 23% capacity growth in past year. 9% growth in 1H11. China, US, Germany, Spain, India ~74% of capacity. Another 25GW expected 2H11.
IEA: world will lose chance to limit global warming without bold action next 5 years. E efficiency has worsened last 2 years. Subsidies for fossil fuels now >$400B/y. They also said EU will overtake US as biggest oil importer by '15, China will surpass by '20. Finally, they say energy will become "viciously" more expensive and more polluting if world doesn't install more clean E (including nuke) in next 2 decades.
EPA study: When ozone levels declined 10 ppb - level proposed by EPA - worker productivity was up 4.2%. I think what they're really saying is when transportation and industry fall off, workers get busier to hold onto their jobs.
Interior's 5-yr offshore drilling plan to make 75% of US undiscovered oil reserves on outer continental shelf avaliable for development.
More tomorrow. I'm bushed.
Huge shale oil discovery (for Argentina) by Spain's Repsol. 76M bls of oil, more, of course, in NG.
Global LEED certification (green buildings) expected to reach 2B sq. ft. in '12. Registrations up 53% overseas, 39% in US in past year, but certifications only up 3%. >1/3 all LEED ever certified done in '11.
Global wind capacity reached 215GW by mid-'11. 18GW added 1H11, 15% more than '10. 23% capacity growth in past year. 9% growth in 1H11. China, US, Germany, Spain, India ~74% of capacity. Another 25GW expected 2H11.
IEA: world will lose chance to limit global warming without bold action next 5 years. E efficiency has worsened last 2 years. Subsidies for fossil fuels now >$400B/y. They also said EU will overtake US as biggest oil importer by '15, China will surpass by '20. Finally, they say energy will become "viciously" more expensive and more polluting if world doesn't install more clean E (including nuke) in next 2 decades.
EPA study: When ozone levels declined 10 ppb - level proposed by EPA - worker productivity was up 4.2%. I think what they're really saying is when transportation and industry fall off, workers get busier to hold onto their jobs.
Interior's 5-yr offshore drilling plan to make 75% of US undiscovered oil reserves on outer continental shelf avaliable for development.
More tomorrow. I'm bushed.
WEDNESDAY CLOSE
(stock #' in %)
Well that was fun, huh?
Market down 389/105/46. I would guess volume was slightly heavy. Oil down to $96. The problem seems to be Europe. Greece and Italy. Not the USA. No way the USA. Not our dysfunctional politics.
Allrighty. Here we go.
TMEN up 44. CCTC up 31. JUHL up 16. AMSC, CABN up 11. Check the tech. BIOF, WBRE up 6. NPWZ up 4. PLUG up 2 on news. PEIX up 1. PANL flat.
LEOM down 44. VVIT down 37. ENER down 33 on their bad news. HEVV down 19. Maybe heading to bankruptcy. LEXG down 18. Well, they did almost quadruple the past week. FSYS, APWR down 17. BHWX down 16. SYNM, ENOC, AFPW down 15. (Couldn't buy into AFPW late this aft). VSPC down 12. VLNC, BWEN down 11. CSKH down 10 more. EFOI down 9. RBCN, ZOLT down 8. CREE down 7. JASO, SATC down 6. XIDE down 5 more. XSNX down 5 too. Came back from a collapse. VNDB down 4. CSIQ, NENE, ELON, UBRG down 2.
What a do.
Well that was fun, huh?
Market down 389/105/46. I would guess volume was slightly heavy. Oil down to $96. The problem seems to be Europe. Greece and Italy. Not the USA. No way the USA. Not our dysfunctional politics.
Allrighty. Here we go.
TMEN up 44. CCTC up 31. JUHL up 16. AMSC, CABN up 11. Check the tech. BIOF, WBRE up 6. NPWZ up 4. PLUG up 2 on news. PEIX up 1. PANL flat.
LEOM down 44. VVIT down 37. ENER down 33 on their bad news. HEVV down 19. Maybe heading to bankruptcy. LEXG down 18. Well, they did almost quadruple the past week. FSYS, APWR down 17. BHWX down 16. SYNM, ENOC, AFPW down 15. (Couldn't buy into AFPW late this aft). VSPC down 12. VLNC, BWEN down 11. CSKH down 10 more. EFOI down 9. RBCN, ZOLT down 8. CREE down 7. JASO, SATC down 6. XIDE down 5 more. XSNX down 5 too. Came back from a collapse. VNDB down 4. CSIQ, NENE, ELON, UBRG down 2.
What a do.
WEDNESDAY OPEN
(stock #'s in %)
Market down 290/74/33. Indices headed back to bottom 200-day lines. Volume abv avg. Oil down under $95. Italy, Greece chaos.
JUHL up 12. NPWZ up 9. PANL up 7. 3Q report crushed estimates, raised outlook. BIOF up 4. CABN up 3. Announced progress in CO2-to-liquids tech. AONE up 2. Reported revs up 145%, but losses worse.
VVIT down 37. ENER down 27. Restructuring continuing, but manufacturing suspended. APWR down 19. SYNM down 15. FSYS down 12. Reported revs up, but loss. DSTI, VSPC down 11. AFPW, LEXG down 10. RBCN, ENOC, VLNC down 9. VLNC new low. SATC down 4, new low. CLNE down 3, reported above estimates.
Market down 290/74/33. Indices headed back to bottom 200-day lines. Volume abv avg. Oil down under $95. Italy, Greece chaos.
JUHL up 12. NPWZ up 9. PANL up 7. 3Q report crushed estimates, raised outlook. BIOF up 4. CABN up 3. Announced progress in CO2-to-liquids tech. AONE up 2. Reported revs up 145%, but losses worse.
VVIT down 37. ENER down 27. Restructuring continuing, but manufacturing suspended. APWR down 19. SYNM down 15. FSYS down 12. Reported revs up, but loss. DSTI, VSPC down 11. AFPW, LEXG down 10. RBCN, ENOC, VLNC down 9. VLNC new low. SATC down 4, new low. CLNE down 3, reported above estimates.
Tuesday, November 8, 2011
TUESDAY CLOSE
(stock #'s in %)
Market up 101/32/14. I believe all indeces over their top 200-day lines. Volume still very light. Oil up near $97. Berlusconi out. So, Greece and Italy now have new leadership.
LEXG up 44. Almost quadruple in 6 days. And no news. Gotta love it, huh? Though they did release a quarterly report. Guess I should have red it. ENOC up 22. Break out over 50-day lines. VNDB up 20. FTEK up 19. ECOS up 16. SZYM up 15. ENER up 14. PEIX up 10 after down 15. CCTC up 9. DSTI up 3 after big down.
XIDE stayed down. 32. JUHL, CSKH down 16. APWR, BCON (bankrupt) down 14. AFPW down 13. BIOF, SATC down 9.
Market up 101/32/14. I believe all indeces over their top 200-day lines. Volume still very light. Oil up near $97. Berlusconi out. So, Greece and Italy now have new leadership.
LEXG up 44. Almost quadruple in 6 days. And no news. Gotta love it, huh? Though they did release a quarterly report. Guess I should have red it. ENOC up 22. Break out over 50-day lines. VNDB up 20. FTEK up 19. ECOS up 16. SZYM up 15. ENER up 14. PEIX up 10 after down 15. CCTC up 9. DSTI up 3 after big down.
XIDE stayed down. 32. JUHL, CSKH down 16. APWR, BCON (bankrupt) down 14. AFPW down 13. BIOF, SATC down 9.
STUFF
Indonesia plans to build 4GW of coal plants to power Singapore. Planned '14 start. Indonesia has large suppply of coal, little demand. They're also looking toward 9GW from geothermal by '25.
Caterpillar and Vestas made 10-yr global agreement for Cat to remanufacture wind turbine components.
Protecting wind turbines from lightning strikes just one of the stubborn challenges.
Since '08, wind turbine prices in US down almost 1/3. But prices had doubled from '02-'08. Turbines now ~40% more efficient than decade ago. Almost 2/3 of cost of turb installed in US now comes from US-made components. Was 1/3 5 years ago.
CECEP Solar Energy, China's largest solar developer, delaying plans to develop $500M of projects in US. "Potential tariffs make it too risky." Meanwhile, China's PV pipeline grew to 16GW by end of Oct.
India's solar power costs could fall by 40% by '15. Their installed capacity to hit 365MW by year-end. >1.1GW by end of '12. US Export-Import Bank gave $103M financing for 2 more solar transactions in India, bringing '11 total to $176M.
Building-integrated PV solar (BIPV) set to surge to >11GW by '15. Est. 1.2GW in '10.
Current downturn in global construction industry worst in 100 years.
Cal Indy System Operator: renewable (clean) energy projects totaling 70GW capacity (almost enough to meet state's peak summer demand) seeking to connect to Calif grid. No out-of-state clean E needed (and high cost of transmission).
>3k wells drilled in Bakkan now, est. 50k by '20. Last week, NOG (AMEX) announced well produced 7k bls on initial 24-hour test, Bakken record.
>400 workers constructing new $650M steel plant in Youngstown, OH to make .5M tons/yr of seamless steel tubes used in fracking or NG drilling in shale.
US formerly 10-yr supply of NG has seemingly jumped to 100 years. In last 4 years, shale gas has moved US from 9th to 1st in global NG production. Currently 18k jobs going unfilled in Bakken.
NEXS missed estimates. Consumers not buying LED's yet.
Australia Senate passed carbon tax.
E15 ethanol blend cracks boat engines.
Exhaust from traffic jams increasingly linked to brain damage, autism.
Despite 3 Gorges recent refill, China's hydro elgen down almost 1/4 from year ago.
Boulder, CO voted to establish a muni utility to replace Xcel Energy.
Yokayo Biofuels got $134k in USDA grants last 3 months to help pay for production expansion of its used cooking oil to biodiesel facility currently producing 500k gal/yr. Grants could get them to 1M.
USDA gave $3M to White Energy to help it transition 118M gal/yr ethanol plants in TX away from corn to animal fats, cotton seed, veg and soybean oils, milo and wheat starch. USDA handed out $8.5M to TX producers for such transitions.
Burge $200M Argentine project to begin clearing land in next 2 weeks for country's largest eth plant. 18-month build for 37M gal/yr. Last year, Argentina only reached 2% of 5% eth mandate. Burge also recently bought 35% stake in Indonesian palm oil comp. And last year expanded into Brazil sugar industry.
Phillipines to maintain eth import duty of 10%.
And so we go. Onward and upward, pards. Or try.
Caterpillar and Vestas made 10-yr global agreement for Cat to remanufacture wind turbine components.
Protecting wind turbines from lightning strikes just one of the stubborn challenges.
Since '08, wind turbine prices in US down almost 1/3. But prices had doubled from '02-'08. Turbines now ~40% more efficient than decade ago. Almost 2/3 of cost of turb installed in US now comes from US-made components. Was 1/3 5 years ago.
CECEP Solar Energy, China's largest solar developer, delaying plans to develop $500M of projects in US. "Potential tariffs make it too risky." Meanwhile, China's PV pipeline grew to 16GW by end of Oct.
India's solar power costs could fall by 40% by '15. Their installed capacity to hit 365MW by year-end. >1.1GW by end of '12. US Export-Import Bank gave $103M financing for 2 more solar transactions in India, bringing '11 total to $176M.
Building-integrated PV solar (BIPV) set to surge to >11GW by '15. Est. 1.2GW in '10.
Current downturn in global construction industry worst in 100 years.
Cal Indy System Operator: renewable (clean) energy projects totaling 70GW capacity (almost enough to meet state's peak summer demand) seeking to connect to Calif grid. No out-of-state clean E needed (and high cost of transmission).
>3k wells drilled in Bakkan now, est. 50k by '20. Last week, NOG (AMEX) announced well produced 7k bls on initial 24-hour test, Bakken record.
>400 workers constructing new $650M steel plant in Youngstown, OH to make .5M tons/yr of seamless steel tubes used in fracking or NG drilling in shale.
US formerly 10-yr supply of NG has seemingly jumped to 100 years. In last 4 years, shale gas has moved US from 9th to 1st in global NG production. Currently 18k jobs going unfilled in Bakken.
NEXS missed estimates. Consumers not buying LED's yet.
Australia Senate passed carbon tax.
E15 ethanol blend cracks boat engines.
Exhaust from traffic jams increasingly linked to brain damage, autism.
Despite 3 Gorges recent refill, China's hydro elgen down almost 1/4 from year ago.
Boulder, CO voted to establish a muni utility to replace Xcel Energy.
Yokayo Biofuels got $134k in USDA grants last 3 months to help pay for production expansion of its used cooking oil to biodiesel facility currently producing 500k gal/yr. Grants could get them to 1M.
USDA gave $3M to White Energy to help it transition 118M gal/yr ethanol plants in TX away from corn to animal fats, cotton seed, veg and soybean oils, milo and wheat starch. USDA handed out $8.5M to TX producers for such transitions.
Burge $200M Argentine project to begin clearing land in next 2 weeks for country's largest eth plant. 18-month build for 37M gal/yr. Last year, Argentina only reached 2% of 5% eth mandate. Burge also recently bought 35% stake in Indonesian palm oil comp. And last year expanded into Brazil sugar industry.
Phillipines to maintain eth import duty of 10%.
And so we go. Onward and upward, pards. Or try.
TUESDAY OPEN
(stock #'s in %)
Market mixed and flat. Volume extremely light. Oil up over $96.
LEXG up another 26. Tripled in last 6 days. SZYM up 21. ENOC up 16, even after target lowered by analyst. FTEK up 15. ECOS up 11. EFOI up another 8.
LEOM down 33. XIDE down 31 after reporting revs up, net loss. New low. BIOF down 16. CPWY down 15. DSTI down 12. APWR down 10. UBRG down 9. GTAT down 8, reported yesterday. PEIX down 6. SATC down 5, missed on revs and earns, guided down. LEDS reported lousy numbers, down 1.
Trina Solar CEO: most solar makers will disappear by '15.
Market mixed and flat. Volume extremely light. Oil up over $96.
LEXG up another 26. Tripled in last 6 days. SZYM up 21. ENOC up 16, even after target lowered by analyst. FTEK up 15. ECOS up 11. EFOI up another 8.
LEOM down 33. XIDE down 31 after reporting revs up, net loss. New low. BIOF down 16. CPWY down 15. DSTI down 12. APWR down 10. UBRG down 9. GTAT down 8, reported yesterday. PEIX down 6. SATC down 5, missed on revs and earns, guided down. LEDS reported lousy numbers, down 1.
Trina Solar CEO: most solar makers will disappear by '15.
Monday, November 7, 2011
STUFF
BP's planned sale of $7B stake in Argentine unit collapsed. Their 2nd multi-billion deal to fail this year.
United/Continental to buy 20M gal of SZYM's algae biofuel/year starting in '14.
Bill for Yellowstone River Exxon oil spill $135M. They're removing damaged pipe to determine cause. 42k gallons spilled.
Supreme Court declined to review EPA renewable fuel standards.
Earthquakes in OK. Fracking?
Iran tensions rising the closer they get to nuclear weapon capability. Their threat is closing off Gulf oil shipments at Hormuz. Blah blah blah.
Decommissioning Fukushima likely to take 30 years or more. TEP admitted that fuel deep inside "probably continuing to fission".
India's PM returned home to political revolt over petrol price increase.
Shale oil play emerging in Canada NW Territories.
NG production at platform off Libya coast expected to reach 380MCF/D by end of month.
Oil spill from old Iraq pipeline endangering Basra's only fresh water source.
Russia oil production reached post-Soviet high of 10.34MB/D in Oct.
China "won't allow" CO2 emissions/person to reach US levels, stating that that would be a "disaster for the world".
Australia LNG production expected to triple in next 10 years.
Brazil's crude exports to triple to 1.5-1.6MB/D next 10 years.
China's 3 Gorges Dam reached full storage capacity for 2nd time.
United/Continental to buy 20M gal of SZYM's algae biofuel/year starting in '14.
Bill for Yellowstone River Exxon oil spill $135M. They're removing damaged pipe to determine cause. 42k gallons spilled.
Supreme Court declined to review EPA renewable fuel standards.
Earthquakes in OK. Fracking?
Iran tensions rising the closer they get to nuclear weapon capability. Their threat is closing off Gulf oil shipments at Hormuz. Blah blah blah.
Decommissioning Fukushima likely to take 30 years or more. TEP admitted that fuel deep inside "probably continuing to fission".
India's PM returned home to political revolt over petrol price increase.
Shale oil play emerging in Canada NW Territories.
NG production at platform off Libya coast expected to reach 380MCF/D by end of month.
Oil spill from old Iraq pipeline endangering Basra's only fresh water source.
Russia oil production reached post-Soviet high of 10.34MB/D in Oct.
China "won't allow" CO2 emissions/person to reach US levels, stating that that would be a "disaster for the world".
Australia LNG production expected to triple in next 10 years.
Brazil's crude exports to triple to 1.5-1.6MB/D next 10 years.
China's 3 Gorges Dam reached full storage capacity for 2nd time.
MONDAY CLOSE
(stock #'s in %)
Market up 85/9/7. Volume still very light. Oil close to $96. DOW, at least, back over top 200-day line. Greeks forming new govt. If they don't get bailout money in next week "or so", a "disorderly" default likely, followed by a run on Italy, collapse of French banks, debt defaults in Spain and Portugal and end of the Euro. But. That's not going to happen. Right? And Lagarde warned about East Europe liquidity squeeze.
VVIT up 143. Really. LEXG up 38. SYNM up 35, crossed over 50-day lines. VSPC up 28. EFOI, AMLM up 22. QTMM, AMBT up 15. BFRE up 12. CSKH, AFPW up 9. GTAT up 3 after reporting after close.
LEOM down 46, new low. CPWY down 28. DSTI down 25. CERP down 19. They had news on something. BCON (bankrupt) down 13. APWR, PEIX down 10. PEIX reported 490% jump in revs Q3. Huh. Sold the news. PANL, XSNX down 9. NPWZ down 5. AMRS down 4, new low.
Market up 85/9/7. Volume still very light. Oil close to $96. DOW, at least, back over top 200-day line. Greeks forming new govt. If they don't get bailout money in next week "or so", a "disorderly" default likely, followed by a run on Italy, collapse of French banks, debt defaults in Spain and Portugal and end of the Euro. But. That's not going to happen. Right? And Lagarde warned about East Europe liquidity squeeze.
VVIT up 143. Really. LEXG up 38. SYNM up 35, crossed over 50-day lines. VSPC up 28. EFOI, AMLM up 22. QTMM, AMBT up 15. BFRE up 12. CSKH, AFPW up 9. GTAT up 3 after reporting after close.
LEOM down 46, new low. CPWY down 28. DSTI down 25. CERP down 19. They had news on something. BCON (bankrupt) down 13. APWR, PEIX down 10. PEIX reported 490% jump in revs Q3. Huh. Sold the news. PANL, XSNX down 9. NPWZ down 5. AMRS down 4, new low.
MONDAY OPEN
(stock #'s in %)
Market down 25/19/4. Volume extremely light. Oil up over $95.
VSPC up 21. Their giant king grass to be used in planned Thailand power plant. GRHU up 19. EFOI up 17 more. LEXG up another 12. Doubled in 5 days. SPOW up 11. PEIX up 5 more. AONE up 3 on tech licensing agreement and $25M infusion. RBCN up 2 on upgrade. SYNM flat on news another airline to use their biofuel in fuel blend.
DSTI, UBRG down 9. PANL, BWEN, ENOC down 8. ENOC reported Q that beat analysts, but cut FY outlook. APWR, AFPW down 4. CSIQ, NENE, NPWZ down 3.
Market down 25/19/4. Volume extremely light. Oil up over $95.
VSPC up 21. Their giant king grass to be used in planned Thailand power plant. GRHU up 19. EFOI up 17 more. LEXG up another 12. Doubled in 5 days. SPOW up 11. PEIX up 5 more. AONE up 3 on tech licensing agreement and $25M infusion. RBCN up 2 on upgrade. SYNM flat on news another airline to use their biofuel in fuel blend.
DSTI, UBRG down 9. PANL, BWEN, ENOC down 8. ENOC reported Q that beat analysts, but cut FY outlook. APWR, AFPW down 4. CSIQ, NENE, NPWZ down 3.
Sunday, November 6, 2011
THA weekend
Yea, Greece may or may not get the money. $48k/y in retirement?! Retire at age what?! What the hell. What else going on. O yea, our super committee in Congress and OUR debt/deficit problem. And our hate politics. Hate the hate. Let's get out of the box. Do dah.
The nuze:
French solar panel maker Photowatt - ONLY French panel maker, subsid of Canada's ATS, began bankruptcy proceedings citing drop in demand, tough competition (wah). Failed to find buyer.
SPWRA restructuring to cut costs 10%.
Exxon oil production declining ~2%/yr lately, but NG production up 14% yoy @ 12.9BCF/d thru 1st 9 mo.
GE to supply turbines for 2 wind farms totaling 70MW projected online 2H12.
United Airlines to make 1st commercial flight in 737-800 using 40% SZYM algae-based biofuel. Houston to Chicago.
GTAT reports on Monday.
Edison Mission Group announced $145M 80MW wind farm in Nebraska. 20-yr PPA with Neb Pub Pwr District. EMG's 3rd wind project in Neb.
DONG Energy to test Vestas' 7MW offshore wind turb in '13 off Jutland.
BP Wind signed off on $750M of wind turb/maintenance agreements with GE to further build out their US portfolio. Total gen 560MW. 144 in PA, 419 in Kansas. Both online by year-end '12. 4Q11 starts.
Coran California Development to be making grid connects for 102MW Mojave wind farm. Vestas 3MW turbines.
Third Planet Windpower turned on 2nd wind farm in Nebraska. 40MW. $100M. 20-yr PPA with Omaha Public Power District.
FERC decision against Idaho PUC blowing new life into at least 17 wind power projects. FERC leaving it up to developer to bring its own legal action to seek state approval. Goes back to '78 fed law that opened up el market to small producers.
US venture cap investment in clean tech up 73% to $1.1B in 3Q over last year. 76 deals, up 36%. Energy storage got $421M, fuel cells leading with $225M. Bloom the leader with $150M. Solar led gen side with $255M (down 2% yoy). 44 new-build clean E asset financings with disclosed value of $6.8B. Solar had $5B of that. 20 deals. NextEra Energy (largest US wind power producer) plans to spend $5.8B next 3 yrs on wind and solar projects.
Made-in-Nigeria solar panels to power rural internet centers.
El system faults #1 cause of offshore turbine downtime.
Plans for stretchable, invisible solar cells to cover the whole of cars or buildings. Hello.
Al Gore: short-term thinking "functionally insane" for biz energy/enviro sustainability. Maybe that's our problem. We're all functionally insane. Any hanging chads, anyone?
Americans not doing enough to stop their homes from being energy hogs. OK, we're talking about Americans WITH homes.
USA uses ~2TCF of NG storage every winter. Going up, though.
Happy trailers, pards.
The nuze:
French solar panel maker Photowatt - ONLY French panel maker, subsid of Canada's ATS, began bankruptcy proceedings citing drop in demand, tough competition (wah). Failed to find buyer.
SPWRA restructuring to cut costs 10%.
Exxon oil production declining ~2%/yr lately, but NG production up 14% yoy @ 12.9BCF/d thru 1st 9 mo.
GE to supply turbines for 2 wind farms totaling 70MW projected online 2H12.
United Airlines to make 1st commercial flight in 737-800 using 40% SZYM algae-based biofuel. Houston to Chicago.
GTAT reports on Monday.
Edison Mission Group announced $145M 80MW wind farm in Nebraska. 20-yr PPA with Neb Pub Pwr District. EMG's 3rd wind project in Neb.
DONG Energy to test Vestas' 7MW offshore wind turb in '13 off Jutland.
BP Wind signed off on $750M of wind turb/maintenance agreements with GE to further build out their US portfolio. Total gen 560MW. 144 in PA, 419 in Kansas. Both online by year-end '12. 4Q11 starts.
Coran California Development to be making grid connects for 102MW Mojave wind farm. Vestas 3MW turbines.
Third Planet Windpower turned on 2nd wind farm in Nebraska. 40MW. $100M. 20-yr PPA with Omaha Public Power District.
FERC decision against Idaho PUC blowing new life into at least 17 wind power projects. FERC leaving it up to developer to bring its own legal action to seek state approval. Goes back to '78 fed law that opened up el market to small producers.
US venture cap investment in clean tech up 73% to $1.1B in 3Q over last year. 76 deals, up 36%. Energy storage got $421M, fuel cells leading with $225M. Bloom the leader with $150M. Solar led gen side with $255M (down 2% yoy). 44 new-build clean E asset financings with disclosed value of $6.8B. Solar had $5B of that. 20 deals. NextEra Energy (largest US wind power producer) plans to spend $5.8B next 3 yrs on wind and solar projects.
Made-in-Nigeria solar panels to power rural internet centers.
El system faults #1 cause of offshore turbine downtime.
Plans for stretchable, invisible solar cells to cover the whole of cars or buildings. Hello.
Al Gore: short-term thinking "functionally insane" for biz energy/enviro sustainability. Maybe that's our problem. We're all functionally insane. Any hanging chads, anyone?
Americans not doing enough to stop their homes from being energy hogs. OK, we're talking about Americans WITH homes.
USA uses ~2TCF of NG storage every winter. Going up, though.
Happy trailers, pards.
Friday, November 4, 2011
FRIDAY CLOSE
(stock #'s in %)
Market down 61/11/7. Volume light, or Friday normal. Oil over $94.
Big day for LED makers with the Chinese announcement. LEDS up 34 (Chinese maker). RBCN, EFOI up 20. AIXG up 11. VECO up 10. CREE up 9. But LSCG didn't budge. Keep an eye on them.
ECOS up 44. DSTI up 33 more. Doubled in 3 days. Didn't even see it coming. No news. No income. Go figure. LEXG up 32. POWR up 28. Near 200-day lines. WNEA up 26. LEOM up 25. CRGE up 22. BIOF up 21 more. Entangled in 200-day lines. PANL up 17, above all their lines. STRI up 16 after reporting. EVSI up 13. MXWL, JUHL, CCTC up 10. MXWL a new high.
GRHU down 24. BHWX down 21. ELON down 18, new low. AONE, BWEN down 10. COMV down 5, new low. APWR back only 3 after up over 200 yesterday. PEIX down 2.
Onward and upward, pards.
Market down 61/11/7. Volume light, or Friday normal. Oil over $94.
Big day for LED makers with the Chinese announcement. LEDS up 34 (Chinese maker). RBCN, EFOI up 20. AIXG up 11. VECO up 10. CREE up 9. But LSCG didn't budge. Keep an eye on them.
ECOS up 44. DSTI up 33 more. Doubled in 3 days. Didn't even see it coming. No news. No income. Go figure. LEXG up 32. POWR up 28. Near 200-day lines. WNEA up 26. LEOM up 25. CRGE up 22. BIOF up 21 more. Entangled in 200-day lines. PANL up 17, above all their lines. STRI up 16 after reporting. EVSI up 13. MXWL, JUHL, CCTC up 10. MXWL a new high.
GRHU down 24. BHWX down 21. ELON down 18, new low. AONE, BWEN down 10. COMV down 5, new low. APWR back only 3 after up over 200 yesterday. PEIX down 2.
Onward and upward, pards.
STUFF
DOE: global output of CO2 jumped by biggest amount on record in '10. Even higher than worst case scenario outlined 4 years ago. 564M tons more than in '09, a 6% increase. My math says that's yearly global CO2 emissions of over 9B tons!
China to begin ban of imported - imported - 100W incandescent bulbs Oct, '12. 60W in Oct '14. Full ban on all incandescents Oct '16. Lighting 12% of China el use now. US, EU also begin phase out next year.
FSLR holding off startup of Vietnam plant until demand picks up.
White House got subpoena from House committee investigating Solyndra.
BLM to lease 3M acres in Alaska reserve next month.
Dead zone in Chesapeake Bay shrinking.
Poll: public supports subsidies for renewables over fossil, nuclear.
Palm oil made into biodiesel produces 50% more CO2 emissions than regular diesel.
Mexico ditched plans for nuclear energy, going with NG.
Study found 12 profitable utilities on list of 30 major corps that paid no US income tax from '08 to '10, and actually saw negative taxes or rebates.
Hitachi, Mitsui planning on spike in ethanol equipment manufacturing.
EU ethanol producers say US producers dumping, calling for probe on illegal subsidies for exporters.
China to begin ban of imported - imported - 100W incandescent bulbs Oct, '12. 60W in Oct '14. Full ban on all incandescents Oct '16. Lighting 12% of China el use now. US, EU also begin phase out next year.
FSLR holding off startup of Vietnam plant until demand picks up.
White House got subpoena from House committee investigating Solyndra.
BLM to lease 3M acres in Alaska reserve next month.
Dead zone in Chesapeake Bay shrinking.
Poll: public supports subsidies for renewables over fossil, nuclear.
Palm oil made into biodiesel produces 50% more CO2 emissions than regular diesel.
Mexico ditched plans for nuclear energy, going with NG.
Study found 12 profitable utilities on list of 30 major corps that paid no US income tax from '08 to '10, and actually saw negative taxes or rebates.
Hitachi, Mitsui planning on spike in ethanol equipment manufacturing.
EU ethanol producers say US producers dumping, calling for probe on illegal subsidies for exporters.
FRIDAY OPEN
(stock #'s in %)
Market down 164/40/19, rejected by 200-day lines. Volume extremely light. Oil down below $94. 80k new jobs last month the govt says. Not much good news from G20. And who knows what Greece will do.
CRGE up 22. POWR up 18 on upgrade, a jump out of 50-day lines. ECOS up 16. PANL up 14, jump off 200-day lines to just over 50-day lines. DSTI up another 12. BIOF up 11 more, at their 200-day lines. AFPW up 10. LEDS up 9. China announced they will phase out incandescent bulbs. Other LED comps up - CREE up 6, VECO up 7. But LSCG flat and EFOI down 6. NENE up 3, they put out their news on the kinetic tech test. FSLR up 6. APWR up 3 more.
CLNO down 28. ELON down 15, new low, after reporting revs up 60% and profits, but guided down for 4Q and lost Duke order. BWEN down 14 after reporting revs up 40%, less losses. AONE down 12 after cutting full-year rev guidance, blaming Fisker. BCON (bankrupt) rally finally quit, down 8. CSUN down 6 after cutting outlook. SPWRA reported a loss, down 2.
Market down 164/40/19, rejected by 200-day lines. Volume extremely light. Oil down below $94. 80k new jobs last month the govt says. Not much good news from G20. And who knows what Greece will do.
CRGE up 22. POWR up 18 on upgrade, a jump out of 50-day lines. ECOS up 16. PANL up 14, jump off 200-day lines to just over 50-day lines. DSTI up another 12. BIOF up 11 more, at their 200-day lines. AFPW up 10. LEDS up 9. China announced they will phase out incandescent bulbs. Other LED comps up - CREE up 6, VECO up 7. But LSCG flat and EFOI down 6. NENE up 3, they put out their news on the kinetic tech test. FSLR up 6. APWR up 3 more.
CLNO down 28. ELON down 15, new low, after reporting revs up 60% and profits, but guided down for 4Q and lost Duke order. BWEN down 14 after reporting revs up 40%, less losses. AONE down 12 after cutting full-year rev guidance, blaming Fisker. BCON (bankrupt) rally finally quit, down 8. CSUN down 6 after cutting outlook. SPWRA reported a loss, down 2.
Thursday, November 3, 2011
THURSDAY CLOSE
(stock #'s in %)
Market up 208/57/33. At least the Dow back to that top 200-day line. Volume a little heavy. Oil over $94. US factory orders up unexpectedly in Sept. Productivity up at 3.1% rate. What a day, pards. Greece over the top.
APWR up 205. Yup. I'd say watch them on the morrow. PEIX up 33. Ditto. BWEN up 30. Siemens selected them for IA wind project. Ever feel out of the loop, pards? CCTC up 27. No news. ECTY up 25. BCON (bankrupt) up 22. BIOF up 20. DSTI, CPWY up 17. SOPW up 15. ENSL up 11. ELON reported after the close, up 6. GTAT reports Monday after close, up 2.
PPRW down 44 on 150 shares. Gotta wonder. NPWZ, ECOS down 27. CRGE down 20. JUHL down 14. New low, I think. AFPW ended up down 13. ALTI, CLNO, EVSI down 11. ASPW, BFRE, CSOL down 10.
Heck of a day.
Market up 208/57/33. At least the Dow back to that top 200-day line. Volume a little heavy. Oil over $94. US factory orders up unexpectedly in Sept. Productivity up at 3.1% rate. What a day, pards. Greece over the top.
APWR up 205. Yup. I'd say watch them on the morrow. PEIX up 33. Ditto. BWEN up 30. Siemens selected them for IA wind project. Ever feel out of the loop, pards? CCTC up 27. No news. ECTY up 25. BCON (bankrupt) up 22. BIOF up 20. DSTI, CPWY up 17. SOPW up 15. ENSL up 11. ELON reported after the close, up 6. GTAT reports Monday after close, up 2.
PPRW down 44 on 150 shares. Gotta wonder. NPWZ, ECOS down 27. CRGE down 20. JUHL down 14. New low, I think. AFPW ended up down 13. ALTI, CLNO, EVSI down 11. ASPW, BFRE, CSOL down 10.
Heck of a day.
STUFF
US farm profits may hit record $104B this year. ~$23B of farm subsidies up for grabs again.
Saudis will no longer grow wheat in '16. Main aquifer running dry. Importing 1.5M tons of wheat this year.
GE says their solar panel sales to exceed $1B by '20.
AMSC to sue Sinovel in Beijing court.
EPA fracking study due in '14. There's timeliness, huh?
ND seeks to overturn MN law banning out-of-state coal power.
Dominion in negotiations on long-term contracts to export LNG from Marcellus, Utica shale deposits out of MD terminal.
Rocky Mountain glaciers have grown slightly this year.
Gingrich the only Republican candidate still for ethanol subsidies. Despite Iowa leading off the circus. The only panderer?
Belgium to close down their 3 nuke reactors by '15.
US Military Advisory Board: US must reduce oil use 30% by '20 or face national security risk.
Saudis will no longer grow wheat in '16. Main aquifer running dry. Importing 1.5M tons of wheat this year.
GE says their solar panel sales to exceed $1B by '20.
AMSC to sue Sinovel in Beijing court.
EPA fracking study due in '14. There's timeliness, huh?
ND seeks to overturn MN law banning out-of-state coal power.
Dominion in negotiations on long-term contracts to export LNG from Marcellus, Utica shale deposits out of MD terminal.
Rocky Mountain glaciers have grown slightly this year.
Gingrich the only Republican candidate still for ethanol subsidies. Despite Iowa leading off the circus. The only panderer?
Belgium to close down their 3 nuke reactors by '15.
US Military Advisory Board: US must reduce oil use 30% by '20 or face national security risk.
1:44P
(stock #'s in %)
Things changing fast. No Greek referendum now. ECB earlier lowered interest rates.
APWR now up 215. I guess get on board. What the hell. BCON up 27. Bankrupt. PEIX still up 25. BIOF up 15. DSTI up 10. PWER up 7, back to their 50-day lines.
NPWZ down 25. BFRE down 19. AMEL down 12, back on bottom. UBRG came back, now up 2. AFPW was down almost 30, now 4.
O, maybe catch APWR on the selloff.
Things changing fast. No Greek referendum now. ECB earlier lowered interest rates.
APWR now up 215. I guess get on board. What the hell. BCON up 27. Bankrupt. PEIX still up 25. BIOF up 15. DSTI up 10. PWER up 7, back to their 50-day lines.
NPWZ down 25. BFRE down 19. AMEL down 12, back on bottom. UBRG came back, now up 2. AFPW was down almost 30, now 4.
O, maybe catch APWR on the selloff.
THURSDAY OPEN
(stock #'s in %)
Market up 74/8/4. Volume a little light. Oil under $93. Misreported yesterday that Greek referendum will be tomorrow. It's to be Dec 4. If they make it. Government in disarray now. G20 meeting - Europe really under pressure. The Fed yesterday lowered US growth prospects. And word out now that Europe will go into recession. Having fun yet?
APWR up 110. They got Naz extension. XWES up 22 after reporting higher revs and profit, poking out over 200-day lines. PEIX up another 21. I would get on board and be ready to sell if it tops out. KNDI up 20, also broke out above 200-day lines. BCON (bankrupt) up another 18. UBRG, ECTY up 14. BIOF, SPIR up 13. AFPW up 8. DSTI up 7 more. They're above their 50-day lines. TSLA up 7 after losses were less than forecast.
NPWZ down 31. Not sure what to say there. CSOL down 28. BFRE down 14. CSGH down 12. CLNO down 11. ZIP down 9. ALTI down 6 - revs down, losses up. JASO down 2. FSLR's 2nd German plant up to full production, JASO flat.
Market up 74/8/4. Volume a little light. Oil under $93. Misreported yesterday that Greek referendum will be tomorrow. It's to be Dec 4. If they make it. Government in disarray now. G20 meeting - Europe really under pressure. The Fed yesterday lowered US growth prospects. And word out now that Europe will go into recession. Having fun yet?
APWR up 110. They got Naz extension. XWES up 22 after reporting higher revs and profit, poking out over 200-day lines. PEIX up another 21. I would get on board and be ready to sell if it tops out. KNDI up 20, also broke out above 200-day lines. BCON (bankrupt) up another 18. UBRG, ECTY up 14. BIOF, SPIR up 13. AFPW up 8. DSTI up 7 more. They're above their 50-day lines. TSLA up 7 after losses were less than forecast.
NPWZ down 31. Not sure what to say there. CSOL down 28. BFRE down 14. CSGH down 12. CLNO down 11. ZIP down 9. ALTI down 6 - revs down, losses up. JASO down 2. FSLR's 2nd German plant up to full production, JASO flat.
Wednesday, November 2, 2011
WEDNESDAY CLOSE
Wednesday. Where the heck did that dayname derive? What is a wednes?
(stock #'s in %)
Market up 178/33/19. Volume a little short. Oil slick.
GRHU up 33. PEIX up 29. Poking above 50-day lines. Hellooo. Good volume too, huh? CBWP up 25 on 10K shs. CRGE up 23. DSTI up 21. BCON (bankrupt) up 16. CSGH up 12. ECOS up 11. LEXG up 10. ZAAP up 9. XSNX up 8. SPOW, HEVV up 6. HEVV, again, may be the next bankruptcy. MAY be. BWEN up 4. XIDE up 4. ELON, ENOC up 1.
NPWZ flat. AFPW down 28. AMRS, LEOM down 20. XDSL down 12. CSKH down 8. UBRG down 6. COMV, ZIP, ECTY down 5. BIOF down 2. RSOL down 1.
(stock #'s in %)
Market up 178/33/19. Volume a little short. Oil slick.
GRHU up 33. PEIX up 29. Poking above 50-day lines. Hellooo. Good volume too, huh? CBWP up 25 on 10K shs. CRGE up 23. DSTI up 21. BCON (bankrupt) up 16. CSGH up 12. ECOS up 11. LEXG up 10. ZAAP up 9. XSNX up 8. SPOW, HEVV up 6. HEVV, again, may be the next bankruptcy. MAY be. BWEN up 4. XIDE up 4. ELON, ENOC up 1.
NPWZ flat. AFPW down 28. AMRS, LEOM down 20. XDSL down 12. CSKH down 8. UBRG down 6. COMV, ZIP, ECTY down 5. BIOF down 2. RSOL down 1.
STUFF
Sweden may have Europe's largest rare earth deposits.
5-yr trailing avg of G7 real GDP growth has gone from 4% in late '80's to just above zero. A 5th grade question, to be sure. Bonds beat stocks last 30 years.
John Cash: success is having to worry about everything else but money.
Taiwan 101 the highest and probably largest building with platinum LEED rating. In the world.
Have you ever seen the world population chart? We took off after the Black Death Plague around 1600 AD and went ballistic. 1B at turn of 19th century. 2B in '22. 3B in '59. 4B in '74. 5B in '87. 6B in '99. 7B now. What a family.
US corn yield/acre 1935 was 20 bushels/acre. Now 160. It took cheap oil, fertilizer, hydrid seeds, herbicides/insecticides, mechanized equipment.
CO2 denser than O2 on Earth. Opposite in space (zero gravitas).
8% of US comps fully disclose C emissions data. 53% of Euro comps do.
GE powering 4.3MW landfill gas-to-energy project in Brazil. Gas otherwise would be released to atmos and methane 21x worser than CO2. ~15 yr gas supply. GE has >1,650 units operating on landfills for >1.65GW output.
That fed appeals court ruling on $2.6B Cape Wind project? It revoked FAA determination that the wind farm would not present a flight hazard in Nantucket Sound. Huh.
Siemens entering geothermal power market with new 60MW steam turbine.
Boulder, CO voted to establish their own utility.
Fracking likely cause of earthquakes in Britain. Huh. Was that the cause of the VA-centered quake earlier this year?
Ammonia leak triggered rare alert at SC nuke plant.
With 3M customers losing power in the early snow storm is it time to consider burying power lines?
VC investments in clean tech holding steady.
Chevy Volt sales up in Oct but behind target.
Wisconsin regulators waived enviro review at collapsed coal ash ravine.
Reactor restart at Fukushima.
China reverting to 1-hr free bicycling to unsnarl traffic.
Climate change making some birds bigger. Why is that?
Car dealers opposing new fuel economy standards. Why is that?!
China joined green jet movement (biofuels in jetfuel).
Grid gas from sewage failing to deliver in Britain. "Technical problems".
Ocean shipping giants getting seriouser about cleaner energy.
Socially responsible investing expanding despite the market.
Similar sentiments from Solyndra and Beacon: DOE terms too onerous.
Winsway, Marubeni to buy Grande Cache Coal for C$1B, 112% over trading price.
Solyndra exec bonuses kept coming in '11, also to the law firm.
Last week 2 17MW AZ Pub Svc solar projects came online.
A NGK Energy Storage grid-scaled sodium/sulfur batt exploded. Xtreme Power, another E storage hopeful, experienced a "small fire" at Hawaii wind farm site.
And that's what I found, pards. True blue.
5-yr trailing avg of G7 real GDP growth has gone from 4% in late '80's to just above zero. A 5th grade question, to be sure. Bonds beat stocks last 30 years.
John Cash: success is having to worry about everything else but money.
Taiwan 101 the highest and probably largest building with platinum LEED rating. In the world.
Have you ever seen the world population chart? We took off after the Black Death Plague around 1600 AD and went ballistic. 1B at turn of 19th century. 2B in '22. 3B in '59. 4B in '74. 5B in '87. 6B in '99. 7B now. What a family.
US corn yield/acre 1935 was 20 bushels/acre. Now 160. It took cheap oil, fertilizer, hydrid seeds, herbicides/insecticides, mechanized equipment.
CO2 denser than O2 on Earth. Opposite in space (zero gravitas).
8% of US comps fully disclose C emissions data. 53% of Euro comps do.
GE powering 4.3MW landfill gas-to-energy project in Brazil. Gas otherwise would be released to atmos and methane 21x worser than CO2. ~15 yr gas supply. GE has >1,650 units operating on landfills for >1.65GW output.
That fed appeals court ruling on $2.6B Cape Wind project? It revoked FAA determination that the wind farm would not present a flight hazard in Nantucket Sound. Huh.
Siemens entering geothermal power market with new 60MW steam turbine.
Boulder, CO voted to establish their own utility.
Fracking likely cause of earthquakes in Britain. Huh. Was that the cause of the VA-centered quake earlier this year?
Ammonia leak triggered rare alert at SC nuke plant.
With 3M customers losing power in the early snow storm is it time to consider burying power lines?
VC investments in clean tech holding steady.
Chevy Volt sales up in Oct but behind target.
Wisconsin regulators waived enviro review at collapsed coal ash ravine.
Reactor restart at Fukushima.
China reverting to 1-hr free bicycling to unsnarl traffic.
Climate change making some birds bigger. Why is that?
Car dealers opposing new fuel economy standards. Why is that?!
China joined green jet movement (biofuels in jetfuel).
Grid gas from sewage failing to deliver in Britain. "Technical problems".
Ocean shipping giants getting seriouser about cleaner energy.
Socially responsible investing expanding despite the market.
Similar sentiments from Solyndra and Beacon: DOE terms too onerous.
Winsway, Marubeni to buy Grande Cache Coal for C$1B, 112% over trading price.
Solyndra exec bonuses kept coming in '11, also to the law firm.
Last week 2 17MW AZ Pub Svc solar projects came online.
A NGK Energy Storage grid-scaled sodium/sulfur batt exploded. Xtreme Power, another E storage hopeful, experienced a "small fire" at Hawaii wind farm site.
And that's what I found, pards. True blue.
12:55P
(stock #'s in %)
Fed holding off any new stimulus, as expected. Market's dropping. And the Greek referendum reportedly is Friday. What if they vote no?! Real democracy from the birthplace.
DSTI has taken off after crossing 50-day lines. Up 35. PEIX up 18. AFPW down 31. Tightening up on a double bottom. Aluminum/air fuel cells with sales. Really time to consider that $500 bet again. And the Chinese solars coming back. JASO now down 1. ENOC back to up 1. NPWZ down 12.
Fed holding off any new stimulus, as expected. Market's dropping. And the Greek referendum reportedly is Friday. What if they vote no?! Real democracy from the birthplace.
DSTI has taken off after crossing 50-day lines. Up 35. PEIX up 18. AFPW down 31. Tightening up on a double bottom. Aluminum/air fuel cells with sales. Really time to consider that $500 bet again. And the Chinese solars coming back. JASO now down 1. ENOC back to up 1. NPWZ down 12.
WEDNESDAY OPEN
(stock #'s in %)
Market up 160/24/17. Volume extremely light, probably on Fed wait. Oil back up near $93. Private sector added 110K jobs in Oct.
BCON up 41. In bankruptcy, remember. MMMW up 22. That's them. BIOF up 13. UP 25 from yesterday's bottom. PEIX, SPIR up 10. PEIX reported on their bonds. SPIR up off their bottom, but only a few hudred shs. SPOW up 7. ENOC up 5, continuing yesterday's takeoff. Solars all up a few. AEIS up 1 after reporting beating on profit, missing on revs and guiding down on 4Q.
BFRE down 13. Day 4 of run. NPWZ down 12. Dealing with their bottom 200-day line. AMRS down 9 on downgrade after reporting last night - revs up, losses down, funding from Brazil Developmeent Bank. DSTI, CSKH back 8. UBRG down 6. HEVV down 4. WPRT down 4. Their 2Q loss widened but they see higher FY revs.
Market up 160/24/17. Volume extremely light, probably on Fed wait. Oil back up near $93. Private sector added 110K jobs in Oct.
BCON up 41. In bankruptcy, remember. MMMW up 22. That's them. BIOF up 13. UP 25 from yesterday's bottom. PEIX, SPIR up 10. PEIX reported on their bonds. SPIR up off their bottom, but only a few hudred shs. SPOW up 7. ENOC up 5, continuing yesterday's takeoff. Solars all up a few. AEIS up 1 after reporting beating on profit, missing on revs and guiding down on 4Q.
BFRE down 13. Day 4 of run. NPWZ down 12. Dealing with their bottom 200-day line. AMRS down 9 on downgrade after reporting last night - revs up, losses down, funding from Brazil Developmeent Bank. DSTI, CSKH back 8. UBRG down 6. HEVV down 4. WPRT down 4. Their 2Q loss widened but they see higher FY revs.
Tuesday, November 1, 2011
TUESDAY CLOSE
(stock #'s in %)
Market down 297/77.35. Bad news. Volume 1.3 normal indicating buying. Oil came back up, over $92.
BFRE up another 32. Real deal, huh? NPWZ up 31. Another real deal. HEVV up 23. Beware or they are making us beware as a bluff that they are going under too. The market can piss ya off or what. Gotta have the inside or intuition. Hard to know what news to trust. NEXS, CLNO up 21. CSKH stayed up 20. CBAK up 18. DSTI up 14. LEXG, BLQN up 13. BHWX up 12. ENOC up 11. ENOC. Up 11. SPOW up 8. COMV up 3.
MMMW down 25. JUHL down 15. VSPC back 14. VNDB, BIOF, AFPW down 13. CSGH down 11. AMSC, LEOM down 9. PEIX down 8. BWEN down 7. SPIR down 6. AMRS down 5.
Market down 297/77.35. Bad news. Volume 1.3 normal indicating buying. Oil came back up, over $92.
BFRE up another 32. Real deal, huh? NPWZ up 31. Another real deal. HEVV up 23. Beware or they are making us beware as a bluff that they are going under too. The market can piss ya off or what. Gotta have the inside or intuition. Hard to know what news to trust. NEXS, CLNO up 21. CSKH stayed up 20. CBAK up 18. DSTI up 14. LEXG, BLQN up 13. BHWX up 12. ENOC up 11. ENOC. Up 11. SPOW up 8. COMV up 3.
MMMW down 25. JUHL down 15. VSPC back 14. VNDB, BIOF, AFPW down 13. CSGH down 11. AMSC, LEOM down 9. PEIX down 8. BWEN down 7. SPIR down 6. AMRS down 5.
STUFF
Post Office trails only Defense in US govt energy use - 42.2T BTU in '10. DOD used 900T. USPS goal to reduce facility E use 30%, vehicle petrol use 20% by '15. They've already reduced facilities E use almost 30% since '03. But using 35% more petrol than in '05 (1M new addresses). If they're not the prime customer for EV's, who is?
Since '07, S&P 500 comps' debt to revenue has gone from 111% to 49%.
Chinese diesel imports since July running 122% over same period last year.
Turkey, Azerbaijan signed agreement to start flow of Caspian NG to Europe. And Ukraine and Russia made progress toward NG price agreement, furthering EU NG supply assurance for winter.
Basque area of Spain has "world class" shale gas reserves. Maybe that helped make the peace there recently.
Gulf Keystone ready to start shipping oil from N. Iraq in 1H12. And may need another pipeline. The region's oil production expected to more than double next year.
Yemen oil pipeline remains shut down from repeated attacks.
Indian, Chinese LNG use is 45% of world consumption. Japan rising fast.
LDK Solar plans to triple polysilicon capacity by '14 as material prices fall to levels not seen in 8 years - before the solar industry took off. "Counter intuitive".
USDA announced $44.6M to 156 producers/developers of advanced biofuels. 44 million. Not billion.
Since '07, S&P 500 comps' debt to revenue has gone from 111% to 49%.
Chinese diesel imports since July running 122% over same period last year.
Turkey, Azerbaijan signed agreement to start flow of Caspian NG to Europe. And Ukraine and Russia made progress toward NG price agreement, furthering EU NG supply assurance for winter.
Basque area of Spain has "world class" shale gas reserves. Maybe that helped make the peace there recently.
Gulf Keystone ready to start shipping oil from N. Iraq in 1H12. And may need another pipeline. The region's oil production expected to more than double next year.
Yemen oil pipeline remains shut down from repeated attacks.
Indian, Chinese LNG use is 45% of world consumption. Japan rising fast.
LDK Solar plans to triple polysilicon capacity by '14 as material prices fall to levels not seen in 8 years - before the solar industry took off. "Counter intuitive".
USDA announced $44.6M to 156 producers/developers of advanced biofuels. 44 million. Not billion.
TUESDAY OPEN
(stock #'s in %)
Market down 180/46/21. Indeces nearing lower 200-day lines. Volume normal. Oil down near $90. Greece wants to vote on their bailout. Oy. And US, UK, China manufacturing numbers came in weak to weakest in over 2 years.
CSKH up 20 on 1k shs. DSTI up 11 more. WEST, SPOW up 5.
PPRW down 45. Their trading range. Crazy. AFPW down 27. Crazy cheap stock but they do have business. Making a double bottom. What the heck, it's a $500 bet down here. CSOL down 18. VNDB down 13, back on their bottom. HEVV down 11. They may be next DOE recipient to bite the dirt. CSGH, QTMM down 10. BIOF down 8, their rocketship coming back. Solars still in retrograde. CSIQ down 7, SPWRA down 6, CSUN, FSLR down 5, HSOL, JASO down 4 (JASO with news of production cut, etc.), ASYS down 2, GTAT down 1 (both came back from lower levels this morn). ACPW down 5 more, another new low, maybe on fallout from BCON bankruptcy (deserved or not).
NPWZ just jumped to up 15.
Market down 180/46/21. Indeces nearing lower 200-day lines. Volume normal. Oil down near $90. Greece wants to vote on their bailout. Oy. And US, UK, China manufacturing numbers came in weak to weakest in over 2 years.
CSKH up 20 on 1k shs. DSTI up 11 more. WEST, SPOW up 5.
PPRW down 45. Their trading range. Crazy. AFPW down 27. Crazy cheap stock but they do have business. Making a double bottom. What the heck, it's a $500 bet down here. CSOL down 18. VNDB down 13, back on their bottom. HEVV down 11. They may be next DOE recipient to bite the dirt. CSGH, QTMM down 10. BIOF down 8, their rocketship coming back. Solars still in retrograde. CSIQ down 7, SPWRA down 6, CSUN, FSLR down 5, HSOL, JASO down 4 (JASO with news of production cut, etc.), ASYS down 2, GTAT down 1 (both came back from lower levels this morn). ACPW down 5 more, another new low, maybe on fallout from BCON bankruptcy (deserved or not).
NPWZ just jumped to up 15.
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