Buffett's Mid Am E to buy 49% stake in NRG's $1.8B 290MW solar project being built in AZ by FSLR. 1/4 completed. $967M DOE loan guarantee earlier this year. 25-yr PPA with PG&E. Mid Am's 2nd solar purchase in days.
Cheneire Energy (AMEX: LNG) a comp to look at.
US solar industry installed 449MW in Q3. Best ever Q. Over 1GW installed in '11 thru Q3. '10 total was 887MW. With strong Q4, 1.7GW expected for '11. But Treasury's 1603 program to expire end of this month.
Kinberly-Clark Calif distrib center installed 4.9MW solar PV on roof.
TX will have new building code in Jan that should cut E use of new single-family homes by >15%. They tightened codes for all other building in April. Houston passed measure requiring new homes to be 5% more efficient than new state code.
Omnibus spending bill did prohibit DOE from enforcing new light bulb efficiency standards. But industry unlikely to change course now.
Oil rig capsized offshore Russia.
NRC voted last week to approve a new advanced reactor design.
Major decline in cattle population from TX drought. Have you seen meat prices fall?
Coskata filed for $100M IPO. IL-based comp to use low-cost foodstocks like woody biomass and muni waste to produce ethanol.
Hate to spoil Christmas week, y'all, but last week IMF managing director warned the EU situation could slide us into world-wide depression like the '30's.
Iran announced new discovery of 50TCF of NG in Caspian.
Canada gave green light to drilling offshore in Arctic as long as operators meet safety requirements.
TNK-BP to invest $10B in new pipeline to ship Russian Arctic oil to Asia.
US unsealed >$330M of winning bids for new drilling leases in Gulf of Mex.
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