STUFF I

Morgan Stanley and TSLA. In March, MS set target of $70-135. Said TSLA had potential to make the "Big 3" the "Big 4". What a change today, huh? Think they made 10% today on their shorts? No wonder investors are leaving stocks. Of course, the answer is taking the opposite position of whatever big Wall St analysts foist on us. Or don't even pay any attention to them. And, actually, TSLA is just correcting back to 50-day lines after 50% runup since Sept.

FERC ruled Bonneville discriminated against wind farms when it unplugged their power recently. O no, not discrimination.

Fun fact: over last 30 years, peak attendance at national parks has moved forward by avg of 4 days. That reflects rise in park temps. Well, at least no pepper spraying yet.

EPA to link fracking with water contamination in WY in announcement today. Watch out ND.

Enviro riders remain sticking point in Congress' omnibus appropriations talks.

Uncertainty over grant program extension has already hurt US clean energy biz.

Polar bears turning to cannabalism to cope with shrinking food supply.

DOE granted 1st West Coast LNG export permit.

Decision delayed on Alberta oil pipeline to BC. Where's the Keystone talk?

Goldman downgraded the coal sector. Huh. Sell your coal. (I actually did get a lump of coal one Christmas from my brother.)

UN: women, Africa seen as frontline victims of global warming. Women won't stand for that.

Had price of oil merely kept pace with inflation, it would have been $30/bl last year. Huh.

Global nuke gen capacity fell 10GW in last year from record 376GW. 10GW is half of global solar market or 1/4 of peak Calif ISO load.

EU still considering banning Iran oil imports. ~500kb/d of 2.6mb/d of Iran exports.

O. Late news. In spring, Estonia's biggest energy company bought Oil Shale Exploration, it's land and research in E Utah.

POET exec: ethanol industry will survive loss of tax credit. I guess. It's been going to refineries.

American Airlines expects to begin 1st biofuel-powered flights in mid-'12.

Branson: scaling biofuels for av "not so difficult".

Christie: Romney the only one who can win. I think he's right.

And so we go, pards. Onward and upward.