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.