(stock #'s in %)
Market flat and mixed. Up, then down, then came back. Volume well below avg. Oil down under $99. Best Jan since '97.
BFRE up 57. Only news was board member resigned. MGLT up 35 on 1k shares. NGBF up 21. NGLPF up 18, even though largest US geothermal energy producer said they will be losing money with NG prices where they are because utilities are switching to NG from their geothermal. XDSL up 14 on news. IFXY up 13 on 5k shares. CCTC up another 11. WPRT up 8, new high. ABAT up 5. NENE up 2. ECOS big volume, but ended flat.
URRE down 16, back under 50-day lines. AMPD down 10. ENER down 9. CSUN down 8. CSIQ down 7 after topping out in morning. WWPW down another 4.
Tuesday, January 31, 2012
STUFF
IL nuke shut down after power loss. Tritium-laced steam released into air.
China's largest freshwater lake has dried up.
Element Power's 150MW wind, 100MW solar hybrid project request to install test wind towers was rejected by LA County Board. W/out the wind data unlikely they can get financing. The Board also denied Next Era Energy's test towers for 200MW project.
enXco's 140MW wind, 110MW solar hybrid project outside of LA in Kern County began construction. REPower turbines, Solar Frontier CIGS solar.
Subsid of China's biggest transmission operator recently brought hybrid project online in China. 100MW wind, 40MW solar, 20MW batt storage.
China's largest freshwater lake has dried up.
Element Power's 150MW wind, 100MW solar hybrid project request to install test wind towers was rejected by LA County Board. W/out the wind data unlikely they can get financing. The Board also denied Next Era Energy's test towers for 200MW project.
enXco's 140MW wind, 110MW solar hybrid project outside of LA in Kern County began construction. REPower turbines, Solar Frontier CIGS solar.
Subsid of China's biggest transmission operator recently brought hybrid project online in China. 100MW wind, 40MW solar, 20MW batt storage.
TUESDAY OPEN
(stock #'s in %)
Market down 26/4/1 after opening up. Volume light. Oil up over $100.
BFRE up 14. NGLPF up 11. UBRG up 9 with news of forecast revs and profit. DSTI, CCTC up 7. QTWW up 5 on contract news. All of $750k. Give us a break.
CSIQ, ENER down 7. Solar rally pause. CSUN down 5. JASO down 4. AXPW, AETI down 3. AETI in day 2 of fall out.
Market down 26/4/1 after opening up. Volume light. Oil up over $100.
BFRE up 14. NGLPF up 11. UBRG up 9 with news of forecast revs and profit. DSTI, CCTC up 7. QTWW up 5 on contract news. All of $750k. Give us a break.
CSIQ, ENER down 7. Solar rally pause. CSUN down 5. JASO down 4. AXPW, AETI down 3. AETI in day 2 of fall out.
Monday, January 30, 2012
MONDAY CLOSE
(stock #'s in %)
Market came all the way back. Down 6/4/3. Volume stayed on the light side. Oil stayed down under $99. OK, we know it's a manipulated government casino. Just stop shoving it in our faces, huh? O. I digress.
BHWX up 16. CCTC up 10 after plunging in the morn. Ole clean coal. The myth. The dream. Maybe reality. Who the hell knows. BLDP up 7. There's a heads up. CSIQ up another 6. Going up after hours. AXPW up 3. Maybe a player.
MMMW down 19. PPRW down 16. XDSL down 12. I know. Very cheap. UBRG, ASTI, EMKR down 9. DSTI, ENER, AETI down 7. AETI out of recent character. WWPW down another 6. CSKH down 5. How cheap are they going to get? ABAT, HSOL down 3.
Market came all the way back. Down 6/4/3. Volume stayed on the light side. Oil stayed down under $99. OK, we know it's a manipulated government casino. Just stop shoving it in our faces, huh? O. I digress.
BHWX up 16. CCTC up 10 after plunging in the morn. Ole clean coal. The myth. The dream. Maybe reality. Who the hell knows. BLDP up 7. There's a heads up. CSIQ up another 6. Going up after hours. AXPW up 3. Maybe a player.
MMMW down 19. PPRW down 16. XDSL down 12. I know. Very cheap. UBRG, ASTI, EMKR down 9. DSTI, ENER, AETI down 7. AETI out of recent character. WWPW down another 6. CSKH down 5. How cheap are they going to get? ABAT, HSOL down 3.
STUFF
US wind industry installed >6.8GW in '11, up 31% from '10. >8.3GW under construction. Total installed capacity now 46.9GW. That's roughly 46 coal plants. Course, wind doesn't always blow. Sometimes it sucks.
India has drawn up plan for 20GW of solar power by '22.
Postponement to March 2 for China solar dumping case.
Conoco Phillips started laying off workers at Philly-area refinery. No buyer after 4 months on market.
Kuwait chose Total to partner on $9B oil refinery to be built in China.
2 major oil producers in Libya expect to restore pre-war production levels by Feb.
Nigerian oil/NG production may be shut down Feb 8 if workers' grievances not addressed.
US produced >1B gal biodiesel in '11.
And that's the come and the go, pards.
India has drawn up plan for 20GW of solar power by '22.
Postponement to March 2 for China solar dumping case.
Conoco Phillips started laying off workers at Philly-area refinery. No buyer after 4 months on market.
Kuwait chose Total to partner on $9B oil refinery to be built in China.
2 major oil producers in Libya expect to restore pre-war production levels by Feb.
Nigerian oil/NG production may be shut down Feb 8 if workers' grievances not addressed.
US produced >1B gal biodiesel in '11.
And that's the come and the go, pards.
MONDAY OPEN
(stock #'s in %)
Market down 103/26/12. Volume a little light. Oil down under $99. Back to Greece. And Spain econ slowing even more.
CSOL up 15. UBRG up 9. CSIQ up 3 more. WEST up 3 on news they resolved stockholder suits. NENE up 2.
MMMW down 19. EMKR down 14. They announced a reverse stock split. BSRC down 11. ASTI down 7. ABAT down 6 more. DSTI down 5. ENER down 4. Other Chinese solars - JASO, HSOL, CSUN - down 3.
Market down 103/26/12. Volume a little light. Oil down under $99. Back to Greece. And Spain econ slowing even more.
CSOL up 15. UBRG up 9. CSIQ up 3 more. WEST up 3 on news they resolved stockholder suits. NENE up 2.
MMMW down 19. EMKR down 14. They announced a reverse stock split. BSRC down 11. ASTI down 7. ABAT down 6 more. DSTI down 5. ENER down 4. Other Chinese solars - JASO, HSOL, CSUN - down 3.
Sunday, January 29, 2012
STUFF
US mutual funds shed $17.7B in Dec, $84.7B in '11. Worst since $121B in '08. 6th consec year of outflow. Fund flows for intl funds have been flat.
US' top 6 banks paid out $144B in bonuses/comp in '11. 2nd only to '07's $147B. The banksters.
U of Mich Ann Arbor has 53% more administrators than faculty. Evidence of runaway college administration. While Antioch in OH offering free tuitions.
Iberdrola's Portland layoffs attributed to expiring (end of year) tax credits, declining demand, overloaded grid, cheap NG.
Asia-Pacific markets added 2.8GW solar PV in 4Q. Total 6GW for '11. China solar capacity up 500% in '11.
US' top 6 banks paid out $144B in bonuses/comp in '11. 2nd only to '07's $147B. The banksters.
U of Mich Ann Arbor has 53% more administrators than faculty. Evidence of runaway college administration. While Antioch in OH offering free tuitions.
Iberdrola's Portland layoffs attributed to expiring (end of year) tax credits, declining demand, overloaded grid, cheap NG.
Asia-Pacific markets added 2.8GW solar PV in 4Q. Total 6GW for '11. China solar capacity up 500% in '11.
Friday, January 27, 2012
FRIDAY CLOSE
(stock #'s in %)
Dow down 74. Naz up 11. What the hell is that? Volume a tweak below average but it was a Friday. Forgot to check oil. Fitch cut Italy, Spain, other EU ratings. Spain has 22% unemployment. Ow. Jeeze Leweeze.
BLQN up 126 on 315 shares. Hoo wah. LEXG up 26. NPWZ up 13. RNNM, AMPD up 11. UBRG up 10. FSLR, CSIQ up 8. CSUN up 6. JASO up 5. XIDE up 4. HSOL, CCTC up 3. DSTI up 2.
PTOS down 27. CRGE down 20. ABAT, NGBF down 13. CPWY down 12. AXPW down 6. ENER down 3. NENE down 2.
Well, that was fun, huh?
Dow down 74. Naz up 11. What the hell is that? Volume a tweak below average but it was a Friday. Forgot to check oil. Fitch cut Italy, Spain, other EU ratings. Spain has 22% unemployment. Ow. Jeeze Leweeze.
BLQN up 126 on 315 shares. Hoo wah. LEXG up 26. NPWZ up 13. RNNM, AMPD up 11. UBRG up 10. FSLR, CSIQ up 8. CSUN up 6. JASO up 5. XIDE up 4. HSOL, CCTC up 3. DSTI up 2.
PTOS down 27. CRGE down 20. ABAT, NGBF down 13. CPWY down 12. AXPW down 6. ENER down 3. NENE down 2.
Well, that was fun, huh?
FEEL
I feel like we're due for a market top. Been going straight up since mid December. The market's made it's January statement. I just feel there will be a pullback because of all the problemos and worries. Maybe I'll be wrong. Remember, I always buy. I don't short. Vaya con Dios.
STUFF
Special commission urges "urgent" solution to US nuke waste. We need a site. Now. New agency proposed to resolve the problem.
Nellis AFB 14MW solar farm can't be used when grid is down per agreement with local utility. What the hell is that department.
EIA chief: deepwater GOM, not shale, to drive long-term US crude production. Hundreds of scientists ask Obama to halt Arctic drilling.
OH power company to shutter 6 coal plants because of EPA rules. I say good. Convert them to NG, what the hay.
To thrive, FSLR needs to sell 65GW next 10 years. GE going to give them a run with the same tech.
Glen Canyon - newly "unstealthed" Calif startup - landed 1.5M unit order from China for their $25 smart meters. Using Cirrus Logic chips. Half the world's meter market is in China, a quarter in India.
USDA gave Zeachem a conditional commit to $232M loan guarantee for 25M gal/y $390M Oregon biorefinery. Competitive at $50 oil. Cellulosic ethanol. Poplar, wheat straw, corn stover feedstock.
1st biofuel flight in 777 to Persian Gulf from factory.
EPA ready to nix palm oil as advanced biofuel feedstock. Good news happens.
Hearty weekend, pards. Hearty.
Nellis AFB 14MW solar farm can't be used when grid is down per agreement with local utility. What the hell is that department.
EIA chief: deepwater GOM, not shale, to drive long-term US crude production. Hundreds of scientists ask Obama to halt Arctic drilling.
OH power company to shutter 6 coal plants because of EPA rules. I say good. Convert them to NG, what the hay.
To thrive, FSLR needs to sell 65GW next 10 years. GE going to give them a run with the same tech.
Glen Canyon - newly "unstealthed" Calif startup - landed 1.5M unit order from China for their $25 smart meters. Using Cirrus Logic chips. Half the world's meter market is in China, a quarter in India.
USDA gave Zeachem a conditional commit to $232M loan guarantee for 25M gal/y $390M Oregon biorefinery. Competitive at $50 oil. Cellulosic ethanol. Poplar, wheat straw, corn stover feedstock.
1st biofuel flight in 777 to Persian Gulf from factory.
EPA ready to nix palm oil as advanced biofuel feedstock. Good news happens.
Hearty weekend, pards. Hearty.
FRIDAY OPEN
(stock #'s in %)
Dow down 65, others flat. Volume a little under avg. Oil $100. US GDP up 2.8% 4Q. All of '11 up 1.7% v. 3% in '10.
ECOS up 27. BHWX up 20. CSKH up 15. UBRG up 10. Day 2 of solar rally: CSUN, FSLR up 7. CSIQ up 6. JASO, HSOL up 3.
NGBF down 14. ABAT rally broke, down 13. CRGE down 13. ENSL down 12. ENER down 5. NENE down 4. LSCG down 2. HEVV finally filed for bankruptcy.
Dow down 65, others flat. Volume a little under avg. Oil $100. US GDP up 2.8% 4Q. All of '11 up 1.7% v. 3% in '10.
ECOS up 27. BHWX up 20. CSKH up 15. UBRG up 10. Day 2 of solar rally: CSUN, FSLR up 7. CSIQ up 6. JASO, HSOL up 3.
NGBF down 14. ABAT rally broke, down 13. CRGE down 13. ENSL down 12. ENER down 5. NENE down 4. LSCG down 2. HEVV finally filed for bankruptcy.
Thursday, January 26, 2012
THURSDAY CLOSE
(stock #'s in %)
Mart down 22/13/7. Volume a tooch above average. Oil under $100. Dimon: impact of Greek default on US banks zero. Well, guess we got out of that mess in time. And Motley Fool: US "recovery" from NG a pipedream. Well, yea, after the latest EIA Marcellus numbers. It's up in the air.
CRGE up 36. Good for them. MMMW up 32. Ditto. ENER up 28. Who saw that coming? CPWY up 24. Well, why not on 12k shares? CCTC bounce up 22. NPWZ up 15. BSRC up 13. CSIQ, CSUN up 12. Um, CSIQ on news. ABAT up another 11. AXPW up another 9. JASO, NENE up 6. ASTI up 5. HSOL up 4. AMEL up 3.
LEOM, LSCG flat. VNDB didn't even trade. HEVV down 72. BLQN down 55 on 1k shares. Really. MGLT down 26 also on 1k shares. CBWP down 18 on 7k shares. BHWX, FDEI down 16 also on slim volume. NGBF down 15. Who knows. DSTI down 5.
Mart down 22/13/7. Volume a tooch above average. Oil under $100. Dimon: impact of Greek default on US banks zero. Well, guess we got out of that mess in time. And Motley Fool: US "recovery" from NG a pipedream. Well, yea, after the latest EIA Marcellus numbers. It's up in the air.
CRGE up 36. Good for them. MMMW up 32. Ditto. ENER up 28. Who saw that coming? CPWY up 24. Well, why not on 12k shares? CCTC bounce up 22. NPWZ up 15. BSRC up 13. CSIQ, CSUN up 12. Um, CSIQ on news. ABAT up another 11. AXPW up another 9. JASO, NENE up 6. ASTI up 5. HSOL up 4. AMEL up 3.
LEOM, LSCG flat. VNDB didn't even trade. HEVV down 72. BLQN down 55 on 1k shares. Really. MGLT down 26 also on 1k shares. CBWP down 18 on 7k shares. BHWX, FDEI down 16 also on slim volume. NGBF down 15. Who knows. DSTI down 5.
STUFF
EIA now says only 141TCF of NG can be recovered from Marcellus. Last year's estimate was 410. Got that, pards? Recalculate. Will that be the same result for the other new NG fracking basins? It's big news.
Iberdrola commissioned 102MW wind farm in Mexico. Gamesa 850kw turbines. Iber also got Euro 135M contract for Poland wind farm.
U of Buffalo says adding quantum dots into solar cells could increase efficiency 45%.
Petroplus - Europe's largest independent refiner - filed for bankruptcy. Hundreds of thousands b/d of gasoline is shipped to US east coast from Europe. With other east coast refiners shutting down this year, I would expect US easterners to get pump shock this year. Hopefully not. But ...
IMF research: global elite and criminals hiding $18T in offshore bank accounts. 1/3 of world wealth. Doesn't even include Switzerland. Estimated 80% of intl banking transactions go through these banks.
French maker of oil/gas drilling supplies investing $650M in OH steel mill to produce pipes for fracking. 350 jobs. Will the new EIA Marcellus estimate affect that? Shell has said it will build NG processing plant in OH, PA or WV. 19k new wells will be fracked (fracking?) in US this year. 16k in '11.
Soitec, Sumitomo El moving into pilot production of gallium nitride wafers usable in solar and LED. Google-backed Transphorm also in the hunt.
German solar rush predicted to beat the subsidy cuts. Part of solar rally today.
Army awarded $61M in solar, E efficiency contracts. G. $61M.
Conoco Phillips another to cut NG production for low prices.
China has overtaken Japan as world's largest coal importer.
Obama set to push incentives for NG vehicles.
Buffett's Mid Am E to form branch exclusively for renewable energy development. They might mean more clean energy than "renewables" (biomass).
Pipeline from S. Sudan to Kenya coast reportedly approved. Go that.
Iberdrola commissioned 102MW wind farm in Mexico. Gamesa 850kw turbines. Iber also got Euro 135M contract for Poland wind farm.
U of Buffalo says adding quantum dots into solar cells could increase efficiency 45%.
Petroplus - Europe's largest independent refiner - filed for bankruptcy. Hundreds of thousands b/d of gasoline is shipped to US east coast from Europe. With other east coast refiners shutting down this year, I would expect US easterners to get pump shock this year. Hopefully not. But ...
IMF research: global elite and criminals hiding $18T in offshore bank accounts. 1/3 of world wealth. Doesn't even include Switzerland. Estimated 80% of intl banking transactions go through these banks.
French maker of oil/gas drilling supplies investing $650M in OH steel mill to produce pipes for fracking. 350 jobs. Will the new EIA Marcellus estimate affect that? Shell has said it will build NG processing plant in OH, PA or WV. 19k new wells will be fracked (fracking?) in US this year. 16k in '11.
Soitec, Sumitomo El moving into pilot production of gallium nitride wafers usable in solar and LED. Google-backed Transphorm also in the hunt.
German solar rush predicted to beat the subsidy cuts. Part of solar rally today.
Army awarded $61M in solar, E efficiency contracts. G. $61M.
Conoco Phillips another to cut NG production for low prices.
China has overtaken Japan as world's largest coal importer.
Obama set to push incentives for NG vehicles.
Buffett's Mid Am E to form branch exclusively for renewable energy development. They might mean more clean energy than "renewables" (biomass).
Pipeline from S. Sudan to Kenya coast reportedly approved. Go that.
THURSDAY OPEN
(stock #'s in %)
Dow up 37, others flat. Volume above avg. Oil $101. US leading indicators up .4% in Dec, less than forecast. Dec US durable orders up 3%, more than forecast.
CRGE up 63. Whatever. CCTC bounce back, up 25. CPWY up 24. Yea yea. CSKH up 15. AMEL up 11. CSIQ up 9 on contract news from Abu Dhabi. Not a huge number, but new market. General solar rally today, too. JASO up 9. CSUN, ASTI up 6. FSLR up 4. ENER up 8.
HEVV down 78 on financial news. Hit 1 cent, bounced to 3 cents, now 2. NGBF down 27. UBRG down 9. DSTI, LEOM down 2.
Dow up 37, others flat. Volume above avg. Oil $101. US leading indicators up .4% in Dec, less than forecast. Dec US durable orders up 3%, more than forecast.
CRGE up 63. Whatever. CCTC bounce back, up 25. CPWY up 24. Yea yea. CSKH up 15. AMEL up 11. CSIQ up 9 on contract news from Abu Dhabi. Not a huge number, but new market. General solar rally today, too. JASO up 9. CSUN, ASTI up 6. FSLR up 4. ENER up 8.
HEVV down 78 on financial news. Hit 1 cent, bounced to 3 cents, now 2. NGBF down 27. UBRG down 9. DSTI, LEOM down 2.
Wednesday, January 25, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 83/31/11. Volume a tweak above avg. Oil up just under $100. Market turned after Fed said interest rates will stay here til late '14.
VNDB up 28. ABAT up 21. Crossed over 50-day lines. QTMM, NGBF up 20. OPTT up 18. BLDW up 16. JUHL up 15. GEVO, UBRG up 10. GEVO had favorable news on patent. On a 4-day rise. So SOMEbody knew something early. Is that what Obama was talking about? Leveling the playing field? AXPW up another 8. Peaking over last 200-day line on this 2-day runup. TRKP up 8 on news.
CCTC down 38. 2-day up and down. MMMW down 20. CPWY down 19. CRGE down 15. AMLM down 14. NPWZ down 13. RBCN down another 12. ECOS, BFRE down 10. CSKH down 9. LEOM down 4. NENE down 3. AMEL down 2 more.
Market up 83/31/11. Volume a tweak above avg. Oil up just under $100. Market turned after Fed said interest rates will stay here til late '14.
VNDB up 28. ABAT up 21. Crossed over 50-day lines. QTMM, NGBF up 20. OPTT up 18. BLDW up 16. JUHL up 15. GEVO, UBRG up 10. GEVO had favorable news on patent. On a 4-day rise. So SOMEbody knew something early. Is that what Obama was talking about? Leveling the playing field? AXPW up another 8. Peaking over last 200-day line on this 2-day runup. TRKP up 8 on news.
CCTC down 38. 2-day up and down. MMMW down 20. CPWY down 19. CRGE down 15. AMLM down 14. NPWZ down 13. RBCN down another 12. ECOS, BFRE down 10. CSKH down 9. LEOM down 4. NENE down 3. AMEL down 2 more.
STUFF
# of oil rigs drilling Montana up 137% in last year to 18+. All major Bakken players have stakes.
India trading gold for oil.
Soros: best case scenario for US is deflation. Worst case is collapse of financial system. Thanks, George.
Buffett's Burlington Northern profits from Obama denying Keystone pipe.
Suntech CEO: solar now competitive. Still over supply, but growth in US, China, India, S Am. India solar power now cheaper than diesel.
India trading gold for oil.
Soros: best case scenario for US is deflation. Worst case is collapse of financial system. Thanks, George.
Buffett's Burlington Northern profits from Obama denying Keystone pipe.
Suntech CEO: solar now competitive. Still over supply, but growth in US, China, India, S Am. India solar power now cheaper than diesel.
WEDNESDAY OPEN
(stock #'s in %)
Dow down 80, Naz up 4. Volume a little above avg. Oil down under $98.
QTMM up 20. CSKH up 19. OPTT up 14. ABAT up 11. WWPW up 10. AXPW up 6 more. ASTI up 5 more. AMEL up 5. HEVV up 5.
NPWZ down 13. CCTC down 12. RBCN down another 11. ENZR down 10. UBRG down 5.
Dow down 80, Naz up 4. Volume a little above avg. Oil down under $98.
QTMM up 20. CSKH up 19. OPTT up 14. ABAT up 11. WWPW up 10. AXPW up 6 more. ASTI up 5 more. AMEL up 5. HEVV up 5.
NPWZ down 13. CCTC down 12. RBCN down another 11. ENZR down 10. UBRG down 5.
Tuesday, January 24, 2012
TUESDAY CLOSE
(stock #'s in %)
Dow down 33, the others flat and mixed. Volume a little off. Oil around $99. Greece may not hit so bad. But. Things not going all that swimmingly, yeah? Where's the leadership, huh? O, just crying in the wilderness I guess. Wah again.
CCTC up 58 on their news. I know. I should have said something about that at the open. Lots o money made there in one day, even a late aft bubble puncture with comeback. Ole clean coal. Right. The dream. AMLM up 20. AXPW, PPRW up 19. PPRW on 400 shares. MMMW up 17. PTOS up 16. ENZR, ENSL up 15. LSCG, ABAT up 4. LSCG on news item. LEOM flat.
VNDB ended up down 22. Oo wow. All on 33k shares. QTMM down 16. UBRG, BLDW down 14. UBRG actually hit 1 cent and doubled back to 2 cents. As advertised here, pards, this is the froth, the stealth and the nut jobs. AMPD down 12. Many fly up and down to get attention. Emphasis on fly. CPWY down 11. I think they were up a lot recently. EFOI, ECOS down 10. Give up on what stocks should do based on economics. Just play the casino. Uh huh. HEVV down 7 more. So who are they? COMV, ASTI down 5. CSKH down 4. AMEL down 2 more.
So. So it is. Another wuhp. Happy trails, all.
Dow down 33, the others flat and mixed. Volume a little off. Oil around $99. Greece may not hit so bad. But. Things not going all that swimmingly, yeah? Where's the leadership, huh? O, just crying in the wilderness I guess. Wah again.
CCTC up 58 on their news. I know. I should have said something about that at the open. Lots o money made there in one day, even a late aft bubble puncture with comeback. Ole clean coal. Right. The dream. AMLM up 20. AXPW, PPRW up 19. PPRW on 400 shares. MMMW up 17. PTOS up 16. ENZR, ENSL up 15. LSCG, ABAT up 4. LSCG on news item. LEOM flat.
VNDB ended up down 22. Oo wow. All on 33k shares. QTMM down 16. UBRG, BLDW down 14. UBRG actually hit 1 cent and doubled back to 2 cents. As advertised here, pards, this is the froth, the stealth and the nut jobs. AMPD down 12. Many fly up and down to get attention. Emphasis on fly. CPWY down 11. I think they were up a lot recently. EFOI, ECOS down 10. Give up on what stocks should do based on economics. Just play the casino. Uh huh. HEVV down 7 more. So who are they? COMV, ASTI down 5. CSKH down 4. AMEL down 2 more.
So. So it is. Another wuhp. Happy trails, all.
STUFF
1st time ever more corn made into ethanol than consumed as food or feed in US. US cars consume 1/6 of world's corn. In '10, >13M gal. Not to mention soybeans for biodiesel. How do we stop this immorality? People starve to death every day on our planet. How do we stop this, Mr Gingrich, Mr Romney, Mr Obama? Why do we keep perpetuating something so wrong, sirs? Is it just the rough side of economics? Oy.
Asian demand fueling US anthracite shortage.
POET declined DOE loan. Opted for $250M JV with Dutch enzyme maker for cellulosic plant.
No records kept in early Fukushima crisis. Well, human dysfunction following Nature's super dis. Understandable. Or they were trying to hide it all. There's a book.
New Zealand stranding. 36 whales dead.
FERC approved 1st license for 1MW tidal power project in NYC's East River. I emailed with these guys back in '03 to see if it could be applied in Ohio River. World's 1st grid-connected tidal power array. Verdant Power. Way to go guys!
Dome of water rising at top of world. New normal? Things rise with heat, right?
Opower - startup pitching energy efficiency to US residences via email, text, Post Office - now pitching retrofits, rebates from Home Depot. More retailers promised.
US parlaying $120M from stimulus (ARRA) into $3B market by '15 in grid optimization (distribution automation).
Philippine ethanol production to double next 12 months. I hope it's not food.
New sugarcane planting in Mexico. We can live without sugar.
Asian demand fueling US anthracite shortage.
POET declined DOE loan. Opted for $250M JV with Dutch enzyme maker for cellulosic plant.
No records kept in early Fukushima crisis. Well, human dysfunction following Nature's super dis. Understandable. Or they were trying to hide it all. There's a book.
New Zealand stranding. 36 whales dead.
FERC approved 1st license for 1MW tidal power project in NYC's East River. I emailed with these guys back in '03 to see if it could be applied in Ohio River. World's 1st grid-connected tidal power array. Verdant Power. Way to go guys!
Dome of water rising at top of world. New normal? Things rise with heat, right?
Opower - startup pitching energy efficiency to US residences via email, text, Post Office - now pitching retrofits, rebates from Home Depot. More retailers promised.
US parlaying $120M from stimulus (ARRA) into $3B market by '15 in grid optimization (distribution automation).
Philippine ethanol production to double next 12 months. I hope it's not food.
New sugarcane planting in Mexico. We can live without sugar.
TUESDAY OPEN
(stock #'s in %)
Dow down 36, others flat. Volume a little light. Oil down under $99. Greek bond stalemate. IMF cut global growth forecast, sees recession.
VNDB up another 36. 2-day double. ENSL up 21. AMLM up 18. JUHL up 13. ABAT, AMEL up 2.
BLQN down 21. QTMM down 17. XSNX down 12. CSKH down 9. RBCN down 8 on downgrade, stopping 3-day runup.
Dow down 36, others flat. Volume a little light. Oil down under $99. Greek bond stalemate. IMF cut global growth forecast, sees recession.
VNDB up another 36. 2-day double. ENSL up 21. AMLM up 18. JUHL up 13. ABAT, AMEL up 2.
BLQN down 21. QTMM down 17. XSNX down 12. CSKH down 9. RBCN down 8 on downgrade, stopping 3-day runup.
Monday, January 23, 2012
MONDAY CLOSE
(stock #'s in %)
Market down 11, 2 and flat. I didn't check volume. But oil was near $100. And looking at P/E's and P/B's, the US market is at cheapest levels since at least '90. Are you reading this?
VNDB up 37. CPWY up 36. (I am making at least 10k shares the cutoff). AMPD up 21. ENZR up 20. BLDW up 16. EFOI up 15. ABAT, APWR up 11. BFRE up 10. BIOF up 9. PEIX up 6.
ENSL down 22. JUHL, PTOS, ASPW down 14. MMMW down 13. SENY down 11. LYSDY down 10. SPWR, QTWW down 9. AMEL down 8.
Market down 11, 2 and flat. I didn't check volume. But oil was near $100. And looking at P/E's and P/B's, the US market is at cheapest levels since at least '90. Are you reading this?
VNDB up 37. CPWY up 36. (I am making at least 10k shares the cutoff). AMPD up 21. ENZR up 20. BLDW up 16. EFOI up 15. ABAT, APWR up 11. BFRE up 10. BIOF up 9. PEIX up 6.
ENSL down 22. JUHL, PTOS, ASPW down 14. MMMW down 13. SENY down 11. LYSDY down 10. SPWR, QTWW down 9. AMEL down 8.
STUFF
US clean energy investment reached $260B in '11, topping China for 1st time since '08.
Commonwealth Ed (IL) starting $2.6B, 10-yr smart grid. Half of cost in upgrading transformers, substations, wires. Sensors can analyze 1,500 pieces of info every 2 sec.
EIA cut estimates of Marcellus reserves. EIA-I-O.
NHTSA closed Volt investigation, declared EV's safe. Toyota new tech can make hybrids, EV's without rare earths.
Chesapeake slowing NG exploration because of glut. See, here's the thing. We could have cheaper energy but the companies can't produce and ship the stuff (NG) without losing money. At least here in US. Demand has to come up. Way up. Utilities, trucking and maybe even trains. But cars are where the volume is. But we'd be better off with every coal plant converting to NG. For starters.
MiaSole has laid off maybe 30% of workers, say sources, and needs more funding.
NG prices in US have fallen 24% in last 8 trading days to 10-year lows. Closed Friday at $2.34.
Iran backed off Hormuz threat. US carrier passed through straits today.
China growth reportedly 9.2% for '11 v. '10's 10.4%.
Western sanctions on Syria have cost them $2B since Sept.
US and China govt prelim estimates of climate change effects paint a very trying picture.
Shell to spend $1B on deepwater oil exploration off Nova Scotia.
Iraq will be able to raise its oil export capac from south terminals by 900kb/d when new mooring is tested this week. Tanker loading possible by the 31st. When all stages complete, export capac to be up 5mb/d. Read that again. 5mb/d.
US Virgin Islands to lose 2k jobs next month when 1 of world's largest refineries shuts down.
World Bank urging developing nations to plan for major slowdown in global growth this year. Got that, pards?
Egyptian NG supplies to Israel resumed on limited basis after 2-month shutdown.
Bulgaria says Chevron can't frack there.
POET postponed plans for $4B ethanol pipeline from midwest to east coast.
Germany saying no more imports of food products for biofuels and said US causes corn price rise all over world. Well, someone's standing up to it.
Commonwealth Ed (IL) starting $2.6B, 10-yr smart grid. Half of cost in upgrading transformers, substations, wires. Sensors can analyze 1,500 pieces of info every 2 sec.
EIA cut estimates of Marcellus reserves. EIA-I-O.
NHTSA closed Volt investigation, declared EV's safe. Toyota new tech can make hybrids, EV's without rare earths.
Chesapeake slowing NG exploration because of glut. See, here's the thing. We could have cheaper energy but the companies can't produce and ship the stuff (NG) without losing money. At least here in US. Demand has to come up. Way up. Utilities, trucking and maybe even trains. But cars are where the volume is. But we'd be better off with every coal plant converting to NG. For starters.
MiaSole has laid off maybe 30% of workers, say sources, and needs more funding.
NG prices in US have fallen 24% in last 8 trading days to 10-year lows. Closed Friday at $2.34.
Iran backed off Hormuz threat. US carrier passed through straits today.
China growth reportedly 9.2% for '11 v. '10's 10.4%.
Western sanctions on Syria have cost them $2B since Sept.
US and China govt prelim estimates of climate change effects paint a very trying picture.
Shell to spend $1B on deepwater oil exploration off Nova Scotia.
Iraq will be able to raise its oil export capac from south terminals by 900kb/d when new mooring is tested this week. Tanker loading possible by the 31st. When all stages complete, export capac to be up 5mb/d. Read that again. 5mb/d.
US Virgin Islands to lose 2k jobs next month when 1 of world's largest refineries shuts down.
World Bank urging developing nations to plan for major slowdown in global growth this year. Got that, pards?
Egyptian NG supplies to Israel resumed on limited basis after 2-month shutdown.
Bulgaria says Chevron can't frack there.
POET postponed plans for $4B ethanol pipeline from midwest to east coast.
Germany saying no more imports of food products for biofuels and said US causes corn price rise all over world. Well, someone's standing up to it.
MONDAY OPEN
(stock #'s in %)
Market up 21/8/4. Volume normal. Oil up over $99. EU adopted Iran oil embargo and freeze of their central bank assets.
VNDB up 37. CBWP up 21. ASTI up 12. CSUN up 10. UBRG up 9. PEIX up 7.
LEOM down 12. AMEL down 2.
Market up 21/8/4. Volume normal. Oil up over $99. EU adopted Iran oil embargo and freeze of their central bank assets.
VNDB up 37. CBWP up 21. ASTI up 12. CSUN up 10. UBRG up 9. PEIX up 7.
LEOM down 12. AMEL down 2.
Friday, January 20, 2012
FRIDAY CLOSE
(stock #'s in %)
Dow up 96, the others flat. Volume a little above avg. Oil under $99.
CPWY up 24. FDEI up 20. BHWX up 16. NGBF up 15. LYSDY up 14. DYMTF up 10. WWPW up 9 more. AMSC up 7. RBCN up 6 more. AXPW, ENER up 4. CSIQ up 3, other Chinese solars down on German news.
BLDW down 25. ASTI down 24. CSKH down 19. NPWZ down 11. LEOM, MKTY down 10. SPIR down 7. WEST down 3.
Dow up 96, the others flat. Volume a little above avg. Oil under $99.
CPWY up 24. FDEI up 20. BHWX up 16. NGBF up 15. LYSDY up 14. DYMTF up 10. WWPW up 9 more. AMSC up 7. RBCN up 6 more. AXPW, ENER up 4. CSIQ up 3, other Chinese solars down on German news.
BLDW down 25. ASTI down 24. CSKH down 19. NPWZ down 11. LEOM, MKTY down 10. SPIR down 7. WEST down 3.
STUFF
Economists saying the Fed may step in with $1T more of easing.
Solar PV module prices rose 7% in Dec.
US to probe imports of China, Vietnam wind towers.
Germany to make quicker cuts to solar subsidies and phase out all support by '17.
Buffett's MidAm Energy buying 81MW IL wind project from Invenergy Wind. GE turbines online in '12. MidAm has built or bought 3.3GW of wind power so far.
Fed judge ruled Vermont can't force closure of Vermont Yankee nuke. A NY reactor reopened. And DOE kicked off $452M grant program to advance small modular reactors.
USDA offered $25M loan to a cellulosic refinery.
Cornell professors say shale gas is dirtier than coal in short term, because of methane release, and comparable to coal in long term.
Solar PV module prices rose 7% in Dec.
US to probe imports of China, Vietnam wind towers.
Germany to make quicker cuts to solar subsidies and phase out all support by '17.
Buffett's MidAm Energy buying 81MW IL wind project from Invenergy Wind. GE turbines online in '12. MidAm has built or bought 3.3GW of wind power so far.
Fed judge ruled Vermont can't force closure of Vermont Yankee nuke. A NY reactor reopened. And DOE kicked off $452M grant program to advance small modular reactors.
USDA offered $25M loan to a cellulosic refinery.
Cornell professors say shale gas is dirtier than coal in short term, because of methane release, and comparable to coal in long term.
FRIDAY OPEN
(stock #'s in %)
Dow up 57, the others down slightly. Volume very heavy. Options Friday. Oil down under $99.
WEST up another 10. Month-long rally. LYSDY up 9. AMEL, AMSC up 5. UBRG up 4 on revenue report.
ASTI rally broke, down 16. LEOM down 15. XSNX down 8. DSTI, CRGE down 7. NENE down 5.
Dow up 57, the others down slightly. Volume very heavy. Options Friday. Oil down under $99.
WEST up another 10. Month-long rally. LYSDY up 9. AMEL, AMSC up 5. UBRG up 4 on revenue report.
ASTI rally broke, down 16. LEOM down 15. XSNX down 8. DSTI, CRGE down 7. NENE down 5.
Thursday, January 19, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 45/18/6. Digest that before options Friday.
WWPW up 75. BLDW up 52. NPWZ up 21. ASTI up 20. URRE up 19. SENY up 18. NGBF up 16. UBRG up 15. SPIR up 14. WEST up 13. LEOM up 9. AXPW up 9. ECOS up 9. DSTI, RBCN, CREE up 5. CSKH, LSCG up 4.
CRGE down 35. MGLT down 27. ENER down 22. PPRW down 16. JASO down 15. FDEI down 11 more. FSLR, CSIQ down 10. AMEL down 7 more. AMSC down 5. BWEN, HSOL down 3.
Market up 45/18/6. Digest that before options Friday.
WWPW up 75. BLDW up 52. NPWZ up 21. ASTI up 20. URRE up 19. SENY up 18. NGBF up 16. UBRG up 15. SPIR up 14. WEST up 13. LEOM up 9. AXPW up 9. ECOS up 9. DSTI, RBCN, CREE up 5. CSKH, LSCG up 4.
CRGE down 35. MGLT down 27. ENER down 22. PPRW down 16. JASO down 15. FDEI down 11 more. FSLR, CSIQ down 10. AMEL down 7 more. AMSC down 5. BWEN, HSOL down 3.
STUFF
Obama nixed the Keystone pipe. For now. He wants to trade it for continuation of clean E subsidies. I think.
Good news: Army destroyed world's largest cache of chem weapons. The US's.
DOE estimates that water power - dams, wave, tidal - could provide 15% of US el by '30.
Brazil's plans for major hydro projects in Amazon like "helping the world's lungs while clogging its arteries". Well, there is Lipitor.
Polysilicon prices heading even lower in '12. 70 cents/w PV maybe.
IEA cut Q1 oil demand forecast 500kb/d and cut year's growth forecast 200kb/d to 1.1mb/d.
NG has gone from $11.50 in '08 to $2.45 now. Digest that.
Norwegian oil workers ready to get out of Iraq because of the rise in attacks.
Good news: Army destroyed world's largest cache of chem weapons. The US's.
DOE estimates that water power - dams, wave, tidal - could provide 15% of US el by '30.
Brazil's plans for major hydro projects in Amazon like "helping the world's lungs while clogging its arteries". Well, there is Lipitor.
Polysilicon prices heading even lower in '12. 70 cents/w PV maybe.
IEA cut Q1 oil demand forecast 500kb/d and cut year's growth forecast 200kb/d to 1.1mb/d.
NG has gone from $11.50 in '08 to $2.45 now. Digest that.
Norwegian oil workers ready to get out of Iraq because of the rise in attacks.
THURSDAY OPEN
(stock #'s in %)
Market up 24/17/4. Volume slightly above avg. Oil above $101. Jobless claims down most in 4 years.
WWPW up 43 on news. BLDW up 40. ASTI up another 27. In between their 200-day lines. EFOI up 25. DSTI up 22. Between 200-days. NPWZ up 21. WEST up 19. ECOS up 17. UBRG up 15. SENY up 12.
CSOL down 25. ENER down 17, the bubble bursted. CABN down 15.
Market up 24/17/4. Volume slightly above avg. Oil above $101. Jobless claims down most in 4 years.
WWPW up 43 on news. BLDW up 40. ASTI up another 27. In between their 200-day lines. EFOI up 25. DSTI up 22. Between 200-days. NPWZ up 21. WEST up 19. ECOS up 17. UBRG up 15. SENY up 12.
CSOL down 25. ENER down 17, the bubble bursted. CABN down 15.
Wednesday, January 18, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 96/41/14. Naz strong there, huh? Volume was actually a little above avg. Oil was oil. Dealing with natural gas. And the nuclear question. And O My God not other clean energy. O no. Not that.
CSKH up 25. Clear Skies Energy. Gotta love the name. At least. Not bad volume. AMSC up 27. Oops. That were 1st. Jump off 50-day lines. Lotta volume. Hope to catch it lower in the morn. JUHL up 26. On the news. All of 64k shares traded. CCTC up 22 on big volume. Big jump off the lines. ASTI up 19. Climbin up tords 200-day lines. CRGE up 17. WEST up 15. XWES up 14. JASO up 13. DSTI up 10. SATC up 9. FSLR up 7. HSOL up 6. CSIQ up 5.
WWPW down 45. FDEI down 41. UBRG down 16. AMEL down 14. ECOS down 13. HEVV down 10. ENER down 5.
Market up 96/41/14. Naz strong there, huh? Volume was actually a little above avg. Oil was oil. Dealing with natural gas. And the nuclear question. And O My God not other clean energy. O no. Not that.
CSKH up 25. Clear Skies Energy. Gotta love the name. At least. Not bad volume. AMSC up 27. Oops. That were 1st. Jump off 50-day lines. Lotta volume. Hope to catch it lower in the morn. JUHL up 26. On the news. All of 64k shares traded. CCTC up 22 on big volume. Big jump off the lines. ASTI up 19. Climbin up tords 200-day lines. CRGE up 17. WEST up 15. XWES up 14. JASO up 13. DSTI up 10. SATC up 9. FSLR up 7. HSOL up 6. CSIQ up 5.
WWPW down 45. FDEI down 41. UBRG down 16. AMEL down 14. ECOS down 13. HEVV down 10. ENER down 5.
LATE DOWNS
FDEI down 37. I'm not suggesting to touch it. ECOS down 16. You might consider them. Might. AMEL down 15. Might too. But volume weak and spread too large. HEVV down 13. Aren't they bankrupt yet? UBRG - mister new natural gas man - down 8. NENE and ENER down 5. Buy the momentum but watch out. Market's been going up for over a month.
STUFF
Enviro groups announced settlement with Duke requiring Duke to phase out coal-fired plants in NC.
Hess to shutter St. Croix refinery.
Hess to shutter St. Croix refinery.
WEDNESDAY MORNING
(stock #'s in %)
Market up 58/22/7. Volume a little above avg. Oil up to $101. US industrial production up .4%.
CRGE up 76. WEST up 15. JUHL, XSNX up 12; JUHL on new contract. DSTI, CSKH up 10. ENER up another 7, way back from morning high.
HEVV, FDEI down 13. CCGI down 11. AMEL down 8.
Market up 58/22/7. Volume a little above avg. Oil up to $101. US industrial production up .4%.
CRGE up 76. WEST up 15. JUHL, XSNX up 12; JUHL on new contract. DSTI, CSKH up 10. ENER up another 7, way back from morning high.
HEVV, FDEI down 13. CCGI down 11. AMEL down 8.
Tuesday, January 17, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 60/17/4.
MGLT up 72. FDEI up 70. ENER up 45. AMBT up 30. CSKH up 17. XDSL up 14.
AMPD down 32. Up and down. VNDB down 15 more. LEOM down 12.
Market up 60/17/4.
MGLT up 72. FDEI up 70. ENER up 45. AMBT up 30. CSKH up 17. XDSL up 14.
AMPD down 32. Up and down. VNDB down 15 more. LEOM down 12.
STUFF
FSLR panel reached 14.4% efficiency.
Chevron oil rig exploded offshore Nigeria.
Solar Frontier (Japan) world leader in CIGS thin film solar panel production. Now signed with enXco on $100M+/up to 150MW for '12-'13. 12.2% efficiency. Shipped 500+MW in '11, up from 70 in '10.
Chevron oil rig exploded offshore Nigeria.
Solar Frontier (Japan) world leader in CIGS thin film solar panel production. Now signed with enXco on $100M+/up to 150MW for '12-'13. 12.2% efficiency. Shipped 500+MW in '11, up from 70 in '10.
TUESDAY OPEN
(stock #'s in %)
Market up 117/26/9. Volume slightly above avg. Oil $100. Market up on China policy. They say.
CSKH up 47 on 4k shs. ENER up another 42. What can be said. TSLA, ASTI, TMEN up 17. DSTI up another 14. BYDDF up 14. PALAF up 13. URRE, NGLPF up 11. AMEL up 10. HYGS, CCGI up 9.
NGBF down 17.
Market up 117/26/9. Volume slightly above avg. Oil $100. Market up on China policy. They say.
CSKH up 47 on 4k shs. ENER up another 42. What can be said. TSLA, ASTI, TMEN up 17. DSTI up another 14. BYDDF up 14. PALAF up 13. URRE, NGLPF up 11. AMEL up 10. HYGS, CCGI up 9.
NGBF down 17.
Monday, January 16, 2012
STUFF
Anadarka recently found 15-30TCF of NG in Mozambique channel.
NaturEner gave ACCIONA windpower contract for 126 wind turbines, 1.5MW each, for planned Montana farm. Turbines to be built in Iowa.
Strata Solar and Duke opened 5MW solar farm in NC.
China foreign reserves $3.18T.
US NG futures now around $2.67/MBTU. Up to $12 in Europe, $18 in some Asian markets. 9 US producers waiting for approval to export up to 10BCF/d of LNG. If approved, very likely, US prices will rise.
Nigeria announced partial rollback of gasoline prices, unions to suspend walkouts. Prices to drop to $2.75/gal. Were $1.70 before doubling. At least 3 killed by govt forces during protests.
Lufthansa ending biojetfuel program.
Oregon project pumping water into volcano to produce geothermal power.
Thousands in Bulgaria calling for ban on shale gas exploration. China revising policy and pricing to boost shale gas production. Cornell study linked fracking wastewater with farm animal mortality. Brit Geological Society: fracking is "pretty safe".
PA coal power plant plans to install $700M in pollution controls.
1st IPO in '12 could be Renewable Energy Group. Largest US biodiesel producer. Wants to raise $124M. $557M revs 9m11 v $146. Lost $27M 9m11 v $25 loss. Cash flow positive 4Q10. Sold 68M gal in '10 (22% of US production). '11 est. 147M gal. They've been buying up smaller regional producers. 6 plants with capac of 212M gal/y.
Floods cut Columbian ethanol production 35%.
NaturEner gave ACCIONA windpower contract for 126 wind turbines, 1.5MW each, for planned Montana farm. Turbines to be built in Iowa.
Strata Solar and Duke opened 5MW solar farm in NC.
China foreign reserves $3.18T.
US NG futures now around $2.67/MBTU. Up to $12 in Europe, $18 in some Asian markets. 9 US producers waiting for approval to export up to 10BCF/d of LNG. If approved, very likely, US prices will rise.
Nigeria announced partial rollback of gasoline prices, unions to suspend walkouts. Prices to drop to $2.75/gal. Were $1.70 before doubling. At least 3 killed by govt forces during protests.
Lufthansa ending biojetfuel program.
Oregon project pumping water into volcano to produce geothermal power.
Thousands in Bulgaria calling for ban on shale gas exploration. China revising policy and pricing to boost shale gas production. Cornell study linked fracking wastewater with farm animal mortality. Brit Geological Society: fracking is "pretty safe".
PA coal power plant plans to install $700M in pollution controls.
1st IPO in '12 could be Renewable Energy Group. Largest US biodiesel producer. Wants to raise $124M. $557M revs 9m11 v $146. Lost $27M 9m11 v $25 loss. Cash flow positive 4Q10. Sold 68M gal in '10 (22% of US production). '11 est. 147M gal. They've been buying up smaller regional producers. 6 plants with capac of 212M gal/y.
Floods cut Columbian ethanol production 35%.
Saturday, January 14, 2012
THOUGHT (HOPEFULLY WISE)
Iran. It's getting tenser. 2 carriers now in Arabian Sea. Out of 11. What is overwhelming force? I think another 2 carriers. We can't let them think they can shut down Hormuz. Or let fly any missiles. And the US keeps bearing the cost. What's new? Shouldn't the oil producing countries there in the Gulf anti up? You would think. It's like how the cold war was. It sucks. But has to be done. It's not the Iranian people. It's the theocrats in charge who choose martyrdom as the path to paradise. Like "nuts" on Facebook, right?
FRIDAY CLOSE
(stock #'s in %)
Market down 48/14/6. Coming back up at the end. Volume normal. Oil below $99.
France and Austria lost their trip-A rating and 7 other Euro countries were downgraded. Remember, these are the rating agencies that gave the bundled mortgages triple-A because they were paid to. But we can't set aside the Euro "crisis".
AETI up 2. Back to their highs. Been going straight up for a year and doubled. (Something a little sinister, though, is going on with Yahoo Finance portfolio pages lately and even TD Ameritrade charts. Yahoo is giving wrong numbers for 52-week highs and lows - but not on all stocks. And some strange numbers on other parameters. Even on their new pages. And Ameritrade chart for AETI shows they are at their high, but I remember them higher last month. Kind of disturbing.)
ENER ended up 63. Reached the top 200-day line, came back to under both 200's. Near 5x from bottom for the month so far. AMPD got their valuation back, up 48. NGBF up 41. Who knows. SOPW up 30 on big volume. Over all lines, over triple from mid-Dec. Might want to keep an eye on that. DSTI up 29 on big volume. Breakout from 50-day lines, already close to 200-days. They may have a few more days' run. SPIR up 27. Another break over 50-day lines with volume. LEOM ended up 26, back to highs after hitting bottom 200-day line. But nominal volume - 2.2k shares. WEST up 23. Escape over 50-day lines on big volume. UBRG up 20. They had news release. But with NG glut, where are they going? XSNX up 20. Churning on 50-day lines. ASTI up 15, over 50-day lines. AMLM up 11. QTWW up 9, belated reaction to latest news? OOIL up 8 on their news, flying under 50-day lines.
MGLT down 42, back to 12 cents. Trading range. Despite the news of late. CSKH down 26 on low volume. Do they survive? They have sales. BHWX down 20. Don't know if they can survive either. TSLA down 19. Owee Howee. Back to bottom. I haven't seen news yet. O, an exec departed. Might be buy opportunity. At least short-term. CRGE finished down 17, the rise broken. CGYV down 13. CPWY down 12. XDSL down 12 on high volume. Do they survive? JASO down 9. CSIQ down 8. HSOL down 8, double from bottom already.
PPRW flat at 25 cents. I wonder when they get attention.
Market down 48/14/6. Coming back up at the end. Volume normal. Oil below $99.
France and Austria lost their trip-A rating and 7 other Euro countries were downgraded. Remember, these are the rating agencies that gave the bundled mortgages triple-A because they were paid to. But we can't set aside the Euro "crisis".
AETI up 2. Back to their highs. Been going straight up for a year and doubled. (Something a little sinister, though, is going on with Yahoo Finance portfolio pages lately and even TD Ameritrade charts. Yahoo is giving wrong numbers for 52-week highs and lows - but not on all stocks. And some strange numbers on other parameters. Even on their new pages. And Ameritrade chart for AETI shows they are at their high, but I remember them higher last month. Kind of disturbing.)
ENER ended up 63. Reached the top 200-day line, came back to under both 200's. Near 5x from bottom for the month so far. AMPD got their valuation back, up 48. NGBF up 41. Who knows. SOPW up 30 on big volume. Over all lines, over triple from mid-Dec. Might want to keep an eye on that. DSTI up 29 on big volume. Breakout from 50-day lines, already close to 200-days. They may have a few more days' run. SPIR up 27. Another break over 50-day lines with volume. LEOM ended up 26, back to highs after hitting bottom 200-day line. But nominal volume - 2.2k shares. WEST up 23. Escape over 50-day lines on big volume. UBRG up 20. They had news release. But with NG glut, where are they going? XSNX up 20. Churning on 50-day lines. ASTI up 15, over 50-day lines. AMLM up 11. QTWW up 9, belated reaction to latest news? OOIL up 8 on their news, flying under 50-day lines.
MGLT down 42, back to 12 cents. Trading range. Despite the news of late. CSKH down 26 on low volume. Do they survive? They have sales. BHWX down 20. Don't know if they can survive either. TSLA down 19. Owee Howee. Back to bottom. I haven't seen news yet. O, an exec departed. Might be buy opportunity. At least short-term. CRGE finished down 17, the rise broken. CGYV down 13. CPWY down 12. XDSL down 12 on high volume. Do they survive? JASO down 9. CSIQ down 8. HSOL down 8, double from bottom already.
PPRW flat at 25 cents. I wonder when they get attention.
Friday, January 13, 2012
STUFF
Lead challenger in Taiwan elections wants to end country's reliance on nuke power. Well, they are an island near the ring of fire. Earthquakes fairly prevalent. But what are the 24-hour clean power alternatives, ask opponents.
Obama govt consolidation plans to merge 6 govt agencies that primarily oversee biz and trade.
China looking for 3GW of total solar installed capacity by yearend. That woud be ~2GW new. More likely, a double to 2GW. But never doubt their ability. Just their resolve.
Solyndra looks to pay remaining staff $500k in bonuses. WHAT?! They must be Republicans. They're the only ones with that much "entitlement" in their bones.
Obama govt consolidation plans to merge 6 govt agencies that primarily oversee biz and trade.
China looking for 3GW of total solar installed capacity by yearend. That woud be ~2GW new. More likely, a double to 2GW. But never doubt their ability. Just their resolve.
Solyndra looks to pay remaining staff $500k in bonuses. WHAT?! They must be Republicans. They're the only ones with that much "entitlement" in their bones.
EXTRA
ENER exploded up over $1 to its 200-day lines. Now coming back. DSTI surged. Now up 40. WEST jumped. Now up 15.
FRIDAY OPEN
(stock #'s in %)
Market down 137/28/14. Volume a little above avg. Oil down under $98. Europe downgrades scare. Plus market's been going up since mid-Dec.
CRGE up another 50. ENER up another 29, up 50 since yesterday afternoon low. UBRG up 25. SOPW up 20. TRKP up 15. DSTI up 11. ASTI up 10. CSGH up 9 after reporting. WEST, BIOF up 6.
CSKH down 30 on nominal volume. LEOM down 28 more on 1k shs. Just below 200-day liines. XDSL down 16. FDEI down 10. JASO, HSOL down 7. JASO got downgrade. CSIQ down 6.
Market down 137/28/14. Volume a little above avg. Oil down under $98. Europe downgrades scare. Plus market's been going up since mid-Dec.
CRGE up another 50. ENER up another 29, up 50 since yesterday afternoon low. UBRG up 25. SOPW up 20. TRKP up 15. DSTI up 11. ASTI up 10. CSGH up 9 after reporting. WEST, BIOF up 6.
CSKH down 30 on nominal volume. LEOM down 28 more on 1k shs. Just below 200-day liines. XDSL down 16. FDEI down 10. JASO, HSOL down 7. JASO got downgrade. CSIQ down 6.
Thursday, January 12, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 21/13/3. Volume under avg. Oil down under $99. EU's Iran oil embargo likely delayed 6 months. Maybe that's how much killing that Iranian nuke scientist set Iran back. Market rose on positive bond auctions in Europe. Grains, soybeans plunged. And on it goes.
CRGE up 42. ENER up 33. MGLT up 30. VNDB, CPWY up 25. WWPW up 18. HSOL up 16. CGYV up 14 on low vol. BWEN up 13. HEVV, AMLM, CCGI up 12. CCGI on 400 shs. FDEI up 11. I would call that low vol. AMEL, MMMW up 10. MMMW on low vol. PEIX up 6. ASYS up 3 more.
AMPD down 32 on low vol. LEOM down 15. XDSL down 14. AXPW, XSNX down 12. IFXY, SENY down 11. Only mentioned SENY because of vol. NENE down 3.
Market up 21/13/3. Volume under avg. Oil down under $99. EU's Iran oil embargo likely delayed 6 months. Maybe that's how much killing that Iranian nuke scientist set Iran back. Market rose on positive bond auctions in Europe. Grains, soybeans plunged. And on it goes.
CRGE up 42. ENER up 33. MGLT up 30. VNDB, CPWY up 25. WWPW up 18. HSOL up 16. CGYV up 14 on low vol. BWEN up 13. HEVV, AMLM, CCGI up 12. CCGI on 400 shs. FDEI up 11. I would call that low vol. AMEL, MMMW up 10. MMMW on low vol. PEIX up 6. ASYS up 3 more.
AMPD down 32 on low vol. LEOM down 15. XDSL down 14. AXPW, XSNX down 12. IFXY, SENY down 11. Only mentioned SENY because of vol. NENE down 3.
STUFF
Salt River Project, AZ State U, SPWR to build 1MW solar plant at ASU's Mesa campus.
Vestas cutting 10% of workforce - over 2.3k jobs.
Obama calling for tax breaks to return jobs from overseas. O. Now. Only 3 years late.
Exergy Devel Grp plans to add 116MW more wind power this year in Idaho.
Exelon Wind's 90MW wind farm in Mich recently went online.
Obama's new chief of staff was formerly in charge of Citibank's division that made billions betting on the housing implosion. What further can be said.
CLNE revealed their plan for phase 1 of 150 new LNG fueling stations in N Am. 70 stations in 33 states by yearend. Chesapeake has invested $150M in it, and $300M more from intl investors. Pilot-Flying J Centers will install most.
Chrysler aims to sell NG trucks in US this year.
GM announced "customer satisfaction program" (recall) for 8k Chevy Volts made so far to address batt fire issue.
US oil consumption still running 6.5% below last year. Gas demand - now 8.2mb/d - lowest since '03.
Nigerian oil workers planning to halt production (2.2mb/d) until govt rescinds gas price increase. 9% of US crude imports.
Pakistan heading for crisis. Hydro el prod way down, they're running short of NG and Persian Gulf friends tiring of sending them oil on indefinite credit.
Poor Argentine, Brazil harvests will pressure corn prices - more demand for US exports.
DOE researchers at JBEI made breakthrough on production of bisabolane - potential replacement for #2 diesel.
Onward and upward, pards.
Vestas cutting 10% of workforce - over 2.3k jobs.
Obama calling for tax breaks to return jobs from overseas. O. Now. Only 3 years late.
Exergy Devel Grp plans to add 116MW more wind power this year in Idaho.
Exelon Wind's 90MW wind farm in Mich recently went online.
Obama's new chief of staff was formerly in charge of Citibank's division that made billions betting on the housing implosion. What further can be said.
CLNE revealed their plan for phase 1 of 150 new LNG fueling stations in N Am. 70 stations in 33 states by yearend. Chesapeake has invested $150M in it, and $300M more from intl investors. Pilot-Flying J Centers will install most.
Chrysler aims to sell NG trucks in US this year.
GM announced "customer satisfaction program" (recall) for 8k Chevy Volts made so far to address batt fire issue.
US oil consumption still running 6.5% below last year. Gas demand - now 8.2mb/d - lowest since '03.
Nigerian oil workers planning to halt production (2.2mb/d) until govt rescinds gas price increase. 9% of US crude imports.
Pakistan heading for crisis. Hydro el prod way down, they're running short of NG and Persian Gulf friends tiring of sending them oil on indefinite credit.
Poor Argentine, Brazil harvests will pressure corn prices - more demand for US exports.
DOE researchers at JBEI made breakthrough on production of bisabolane - potential replacement for #2 diesel.
Onward and upward, pards.
THURSDAY OPEN
(stock #'s in %)
Market down 41/9/5. Volume a little above avg. Oil over $102. ECB held rates steady. Our soldiers piss on the dead Taliban?
CRGE up another 114. Up 5x or more in 3 days, knocking up against 50-day lines. ENER up 34 on news. Near triple since begin of month. Over 50-days. MGLT up 30 on letter to shareholders. CPWY up 25. HEVV up another 16. Double in 6 days. Passing through 50's. BWEN up 12 on new order for wind towers. XSNX, UBRG up 10. DSTI up 7. QTWW up 3 on news.
LEOM, RNNM down 15. AXPW, BFRE down 12. ALTI, BHWX down 10. JASO down 7, leading solars on profit taking from yesterday.
Market down 41/9/5. Volume a little above avg. Oil over $102. ECB held rates steady. Our soldiers piss on the dead Taliban?
CRGE up another 114. Up 5x or more in 3 days, knocking up against 50-day lines. ENER up 34 on news. Near triple since begin of month. Over 50-days. MGLT up 30 on letter to shareholders. CPWY up 25. HEVV up another 16. Double in 6 days. Passing through 50's. BWEN up 12 on new order for wind towers. XSNX, UBRG up 10. DSTI up 7. QTWW up 3 on news.
LEOM, RNNM down 15. AXPW, BFRE down 12. ALTI, BHWX down 10. JASO down 7, leading solars on profit taking from yesterday.
Wednesday, January 11, 2012
EXTRA
In 1965, US execs got 24x wages of avg workers. I was there. In '65 union wages were pretty good. Better even in late 70's. But. Now. Now execs make 725x workers. Is that wrong? You better you better you bet. That's evil. That's just dam evil. But that's what we have. Here in America.
How do we bring things back to righteousness?
How do we bring things back to righteousness?
WEDNESDAY CLOSE
(stock #'s in %)
Market mixed and flat. Volume a tweak off volume lately. Oil down near $101.
Big solar day. You never know when it comes. Or where it goes. CRGE up another 53. I think that was a 2-day double. Well, that happens. ENER up 38. A 1-day run. JASO, HSOL up 36. Chinese solar cash-in. CGYV up 32. Just reporting. APWR, BLQN up 30. BLQN on 200 shares. AMEL up 27 off 50-day lines. AXPW, AMPD up 22. AMPD on 200 shares. Is that efficiency? AMTX up 21. CSUND up 19. WEST up 18. They got below 50 cents. ASTI up 16. ENSL up 15. PWER up 14. CSIQ up 13. HOKU also up 13 on $10M loan from China bank. I was wrong on selling them short what, last week? Sorry. Though I did pose the question. EVSI up 12. SPWR, ASYS, AONE up 11.
NGBF down 15. XSNX down 14.
We have a new ball game. Solars are back over 50-day lines. What brought on the rally? Valuations. Somebody big woke up.
Market mixed and flat. Volume a tweak off volume lately. Oil down near $101.
Big solar day. You never know when it comes. Or where it goes. CRGE up another 53. I think that was a 2-day double. Well, that happens. ENER up 38. A 1-day run. JASO, HSOL up 36. Chinese solar cash-in. CGYV up 32. Just reporting. APWR, BLQN up 30. BLQN on 200 shares. AMEL up 27 off 50-day lines. AXPW, AMPD up 22. AMPD on 200 shares. Is that efficiency? AMTX up 21. CSUND up 19. WEST up 18. They got below 50 cents. ASTI up 16. ENSL up 15. PWER up 14. CSIQ up 13. HOKU also up 13 on $10M loan from China bank. I was wrong on selling them short what, last week? Sorry. Though I did pose the question. EVSI up 12. SPWR, ASYS, AONE up 11.
NGBF down 15. XSNX down 14.
We have a new ball game. Solars are back over 50-day lines. What brought on the rally? Valuations. Somebody big woke up.
STUFF
NJ legislature killed bill to compel utilities to >double solar production in '13. Don't try to force it down their throats.
Leak shuttered Indian Point nuke reactor.
Utilities filed lawsuit against Vermont Yankee nuke plant, seeking damages for shutdowns.
Unless sales pick up, GM will cut Volt production: exec. Well, there was the battery fire issue.
Dubai launched $3.27B solar park.
CPS Energy to announce OCI Solar Power - Korean subsid - as developer for 400MW PV solar project in San Antonio.
Global biofuels production dropped a touch in '11 for 1st time in a decade to 1.82mb/d. Rising cost of feedstock cited for drop. 40% of US corn crop now going to ethanol. 40%. I hate it. That's food, peeps. Yea, it's been better for our corn farmers. But food for fuel. No. US has 50% of global biofuel production. US and Brazil 80%. Brazil, of course, uses sugarcane. Yea, sugar is a food. But we can live without sugar.
Lufthansa ending flights from Frankfurt to Washington using biojetfuel, citing no secure long-term source of the biofuel.
When do we get a real energy policy?
Leak shuttered Indian Point nuke reactor.
Utilities filed lawsuit against Vermont Yankee nuke plant, seeking damages for shutdowns.
Unless sales pick up, GM will cut Volt production: exec. Well, there was the battery fire issue.
Dubai launched $3.27B solar park.
CPS Energy to announce OCI Solar Power - Korean subsid - as developer for 400MW PV solar project in San Antonio.
Global biofuels production dropped a touch in '11 for 1st time in a decade to 1.82mb/d. Rising cost of feedstock cited for drop. 40% of US corn crop now going to ethanol. 40%. I hate it. That's food, peeps. Yea, it's been better for our corn farmers. But food for fuel. No. US has 50% of global biofuel production. US and Brazil 80%. Brazil, of course, uses sugarcane. Yea, sugar is a food. But we can live without sugar.
Lufthansa ending flights from Frankfurt to Washington using biojetfuel, citing no secure long-term source of the biofuel.
When do we get a real energy policy?
WEDNESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume a little above avg. Oil down near $101.
AMTX up 21. ASTI, AMEL up 14. AMEL's 50-day lines holding. Chinese solars breaking over 50-day lines, as is FSLR, GTAT, ASYS. HSOL up 13. PSPW up 11 on news. DSTI up 11 on 200 shs. JASO up 9. LEXG up 8 on news. CSIQ up 7. WEST up 6.
NGBF down 12. BFRE down 10. XSNX down 8. BIOF down 4.
Market flat and mixed. Volume a little above avg. Oil down near $101.
AMTX up 21. ASTI, AMEL up 14. AMEL's 50-day lines holding. Chinese solars breaking over 50-day lines, as is FSLR, GTAT, ASYS. HSOL up 13. PSPW up 11 on news. DSTI up 11 on 200 shs. JASO up 9. LEXG up 8 on news. CSIQ up 7. WEST up 6.
NGBF down 12. BFRE down 10. XSNX down 8. BIOF down 4.
Tuesday, January 10, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 69/25/11. Volume a touch above avg. Oil just over $102.
CRGE up 51. PSPW up 27. ENSL up 18. HEVV, AMLM up 17. BFRE up 16. KNDI up 14. CSGH up 13. LEOM up 11. ENZR up 10. HSOL, XSNX up 9. CSIQ up 7. ZOLT, XWES up 6. GTAT up 5, over 50-day lines. JASO, NENE up 3.
VNDB down 34. PTOS, QTMM, AMEL down 16. XDSl down 14. SATC down 12. EVSI down 11. ECOS down 10. TRKP down 9. UBRG down 7.
Market up 69/25/11. Volume a touch above avg. Oil just over $102.
CRGE up 51. PSPW up 27. ENSL up 18. HEVV, AMLM up 17. BFRE up 16. KNDI up 14. CSGH up 13. LEOM up 11. ENZR up 10. HSOL, XSNX up 9. CSIQ up 7. ZOLT, XWES up 6. GTAT up 5, over 50-day lines. JASO, NENE up 3.
VNDB down 34. PTOS, QTMM, AMEL down 16. XDSl down 14. SATC down 12. EVSI down 11. ECOS down 10. TRKP down 9. UBRG down 7.
STUFF
Davis-Besse (nuke) restart good: comp and NRC. Causes of cracks in "shield" building remain unknown. Shut down was 2 months for replacement of reactor head, other maintenance.
Com Ed to spend extra $233M to improve grid in '12.
Oil comps to pay ~$6.8M in Treasury penalties in '11 for failing to mix in cellulosic fuel into gas and biodiesel. But there was no cellulosic fuel available. And THAT's the problem with government. Right there. Or definitely one. Refiners were required to blend 6.6M gal in '11, face 8.6M gal in '12. '07 law.
USDA to shutter 250 offices/labs. Is that good?
Whooping cranes take skies with FAA permission. That's what the headline said. Maybe that ultralight can lead them.
Admin banned new uranium mining claims around Grand Canyon for 20 years, max allowable. Another bargaining chip?
Com Ed to spend extra $233M to improve grid in '12.
Oil comps to pay ~$6.8M in Treasury penalties in '11 for failing to mix in cellulosic fuel into gas and biodiesel. But there was no cellulosic fuel available. And THAT's the problem with government. Right there. Or definitely one. Refiners were required to blend 6.6M gal in '11, face 8.6M gal in '12. '07 law.
USDA to shutter 250 offices/labs. Is that good?
Whooping cranes take skies with FAA permission. That's what the headline said. Maybe that ultralight can lead them.
Admin banned new uranium mining claims around Grand Canyon for 20 years, max allowable. Another bargaining chip?
TUESDAY OPEN
(stock #'s in %)
Market up 105/32/15. Volume above avg. Oil up near $103.
CRGE up 50. DSTI up 12. XSNX, EFOI up 9. HEVV up 7. CSIQ, WEST up 6. ACPW, ABAT up 5.
VNDB down 34 more. NGBF down 20. AMEL, QTMM down 14. EVSI down 13. XDSL down 11. SATC down 8.
Market up 105/32/15. Volume above avg. Oil up near $103.
CRGE up 50. DSTI up 12. XSNX, EFOI up 9. HEVV up 7. CSIQ, WEST up 6. ACPW, ABAT up 5.
VNDB down 34 more. NGBF down 20. AMEL, QTMM down 14. EVSI down 13. XDSL down 11. SATC down 8.
Monday, January 9, 2012
MONDAY CLOSE
(stock #'s in %)
Market up 32/2/2. Volume dead-on normal. Oil down 13 cents. Alcoa had 1st Q loss since '09.
XSNX up 22. CPWY up 20. TMEN up 17. XDSL up 13. RBCN, ALTI up 9. RBCN 2nd day of rally. ENER also up 9. Day 4 of rally. CCTC, EFOI up 8. HEVV, ACPW up 7. JASO up 6. CSIQ, UBRG up 5. PANL up 4, all the way back plus from plunge last week.
PPRW down 54. That's just trade range. How sad is that? VNDB down 34. Um, yeah their rally over. MKTY down 32. Probably just trading range too. BHWX down 25. PSPW down 22. NGBF, MMMW down 16. CRGE down 14. 1k shares. What can I say. BSRC, OOIL down 11. LEXG, JUHL down 10. WEST down 8. ASTI down 7. ABAT down 4.
Market up 32/2/2. Volume dead-on normal. Oil down 13 cents. Alcoa had 1st Q loss since '09.
XSNX up 22. CPWY up 20. TMEN up 17. XDSL up 13. RBCN, ALTI up 9. RBCN 2nd day of rally. ENER also up 9. Day 4 of rally. CCTC, EFOI up 8. HEVV, ACPW up 7. JASO up 6. CSIQ, UBRG up 5. PANL up 4, all the way back plus from plunge last week.
PPRW down 54. That's just trade range. How sad is that? VNDB down 34. Um, yeah their rally over. MKTY down 32. Probably just trading range too. BHWX down 25. PSPW down 22. NGBF, MMMW down 16. CRGE down 14. 1k shares. What can I say. BSRC, OOIL down 11. LEXG, JUHL down 10. WEST down 8. ASTI down 7. ABAT down 4.
STUFF
EDF subsid got 20-yr PPA from KC utility for 101MW wind farm near Dodge City. Online by year-end.
Comp building 300MW offshore wind project in Ontario chose Siemens turbines. Siemens has blade plant in Ontario.
Duke to build 400MW wind farm in TX, start 1Q. Online by year-end. Half Mitsubishi, half Siemens turbines.
$473B global energy asset transactions in '11.
Hormuz bypass oil pipeline delayed.
Statoil (Norway) reported 2nd big oil discovery in Barents Sea in less than a year.
Myanmar halting construction of $8B coal-fired plant because of enviro impact.
Exxon/DOI settled Gulf lease dispute.
Massive new rig to be built for deepwater GOM.
TX drought threatens last surviving whooping cranes as FAA grounded whooping crane-guiding ultralight flight.
Germany installed >2GW solar PV in Dec at $2.80/w. US installed 1.7GW in '11 at $5.20/w. Full-year Germans installed ~7GW after 7.4GW in '10.
Now we know why Obama cancelled Keystone pipeline. He can trade it to get clean energy grants, loans and such back.
Shell's offshore Nigeria oil production (250kb/d) back online last week after the spill. But pipelines damaged. Meanwhile, IMF had pressured Nigeria to give up $8B/y gasoline subsidy to citizens.
Indian state-run fuel retailers stand to lose $26B this year from selling diesel/cooking oil at state-set prices. I don't think that's going to fly much longer.
5 oil majors expressed support for oilpipe from Alberta to west coast.
OPEC produced >31mb/d in Dec, 1M over ceiling agreed to last month.
Deal for balance of Athabasca project marked 1st oil sands project to be fully owned by Chinese comp.
Project in Nevada will use molten salt thermal storage to extend solar plant's el production into night hours.
Russian oil output reached post-soviet high of 10.27bpd in '11, up from 10.15 in '10.
Comp building 300MW offshore wind project in Ontario chose Siemens turbines. Siemens has blade plant in Ontario.
Duke to build 400MW wind farm in TX, start 1Q. Online by year-end. Half Mitsubishi, half Siemens turbines.
$473B global energy asset transactions in '11.
Hormuz bypass oil pipeline delayed.
Statoil (Norway) reported 2nd big oil discovery in Barents Sea in less than a year.
Myanmar halting construction of $8B coal-fired plant because of enviro impact.
Exxon/DOI settled Gulf lease dispute.
Massive new rig to be built for deepwater GOM.
TX drought threatens last surviving whooping cranes as FAA grounded whooping crane-guiding ultralight flight.
Germany installed >2GW solar PV in Dec at $2.80/w. US installed 1.7GW in '11 at $5.20/w. Full-year Germans installed ~7GW after 7.4GW in '10.
Now we know why Obama cancelled Keystone pipeline. He can trade it to get clean energy grants, loans and such back.
Shell's offshore Nigeria oil production (250kb/d) back online last week after the spill. But pipelines damaged. Meanwhile, IMF had pressured Nigeria to give up $8B/y gasoline subsidy to citizens.
Indian state-run fuel retailers stand to lose $26B this year from selling diesel/cooking oil at state-set prices. I don't think that's going to fly much longer.
5 oil majors expressed support for oilpipe from Alberta to west coast.
OPEC produced >31mb/d in Dec, 1M over ceiling agreed to last month.
Deal for balance of Athabasca project marked 1st oil sands project to be fully owned by Chinese comp.
Project in Nevada will use molten salt thermal storage to extend solar plant's el production into night hours.
Russian oil output reached post-soviet high of 10.27bpd in '11, up from 10.15 in '10.
MONDAY OPEN
(stock #'s in %)
Market up 19/4/1. Volume a little above avg. Oil down to $101.
HEVV up another 36. Double now in 3 days. FDEI up 18. But nominal volume. ECOS up 17. ACPW up 9 on new orders. CSKH, ALTI up 8. ALTI's 2nd day of rally. GTAT up 1 on $101M order.
NGBF down 16. VNDB down 10. NPWZ down 8. ABAT, AMEL down 4.
And market now flat and mixed.
Market up 19/4/1. Volume a little above avg. Oil down to $101.
HEVV up another 36. Double now in 3 days. FDEI up 18. But nominal volume. ECOS up 17. ACPW up 9 on new orders. CSKH, ALTI up 8. ALTI's 2nd day of rally. GTAT up 1 on $101M order.
NGBF down 16. VNDB down 10. NPWZ down 8. ABAT, AMEL down 4.
And market now flat and mixed.
Friday, January 6, 2012
JUST THOUGHTS
The president we need now would come from a groundswell. From experience in leadership that we look to. Well, right now Obama has the experience of leadership from the catbird seat. Who do we really want to sit in that seat? Mitt? Rick? Ron? Newt? Trump? O Lord. We want the Lord. Maybe if we pray hard enough...
Things you can't make up... US Navy rescued Iranians from Somalian pirates while Iran practices shutting down Hormuz. Yea like Sauds, Kuwaitis, Iraqis, UAE are going to put up with Iran shutting down Hormuz. Let alone the rest of the world. What are those people thinking? Are they doing drugs? Just get that story out around the world ... US Navy rescued Iranians from Somalian pirates while ...
I know. I'm asking for a 3rd thought. Today the story goes was Jesus' circumcision. Well. That can't be. Jesus was conceived on December 25th. Not born until late September. So what is January 6 about really? 14 days from conception? NFL playoffs? Yea, you guessed it, getting a little loose here at clean energy land.
O yea. Clean energy. Who wants it? Democrats? Rebels? The stocks have been decimated even in just the last year and there is talk of taking away all the pure play clean energy stocks in buyouts by the big boys. Well, would clean energy thrive then? It seems to me if people won't invest in pure play clean energy stocks that they will go away. And then. And then clean energy will come if it is economical. Which it is. Which begs one to question WHY AREN'T PEOPLE PAYING ATTENTION AND INVESTING IN CLEAN ENERGY?
OK. That brings us to this. Clean energy investors have been decimated. Even in just the past year. And way too many people have WAY to little money. And too FEW people have WAY too much money. But that must be what has to happen before the Lord's day. Or part of.
Well, pards, I'm sailing a couple sheets to the wind. It's been fun communicatin' to y'all. And actually amazing how we can do that on the netweb. So. Happy trails. Pleasant dreams. May the wind be at your back. Onward and upward.
Things you can't make up... US Navy rescued Iranians from Somalian pirates while Iran practices shutting down Hormuz. Yea like Sauds, Kuwaitis, Iraqis, UAE are going to put up with Iran shutting down Hormuz. Let alone the rest of the world. What are those people thinking? Are they doing drugs? Just get that story out around the world ... US Navy rescued Iranians from Somalian pirates while ...
I know. I'm asking for a 3rd thought. Today the story goes was Jesus' circumcision. Well. That can't be. Jesus was conceived on December 25th. Not born until late September. So what is January 6 about really? 14 days from conception? NFL playoffs? Yea, you guessed it, getting a little loose here at clean energy land.
O yea. Clean energy. Who wants it? Democrats? Rebels? The stocks have been decimated even in just the last year and there is talk of taking away all the pure play clean energy stocks in buyouts by the big boys. Well, would clean energy thrive then? It seems to me if people won't invest in pure play clean energy stocks that they will go away. And then. And then clean energy will come if it is economical. Which it is. Which begs one to question WHY AREN'T PEOPLE PAYING ATTENTION AND INVESTING IN CLEAN ENERGY?
OK. That brings us to this. Clean energy investors have been decimated. Even in just the past year. And way too many people have WAY to little money. And too FEW people have WAY too much money. But that must be what has to happen before the Lord's day. Or part of.
Well, pards, I'm sailing a couple sheets to the wind. It's been fun communicatin' to y'all. And actually amazing how we can do that on the netweb. So. Happy trails. Pleasant dreams. May the wind be at your back. Onward and upward.
FRIDAY CLOSE
(stock #'s in %)
Market mixed oddly. Dow down 55, S&P down, but Naz finally got above that last 200-day line. Volume normal, which was actually above avg for a Friday. Oil under $102.
VNDB another surge, up 118, launched off their 50-day lines. Still haven't seen any news for their unbelievable gains recently. AMPD up 45. MKTY up 37, a day spread of almost 100. ENSL up 30. HEVV up 20. LEOM up 17 more, quadruple in 8 days. NPWZ up 15. QTMM, RNMM, CSGH up 13. XIDE, AMLM up 11. ALTI up 9. RBCN up 8. Closed above 50-day lines.
WWPW down 17. ENER, CRGE down 12. AMEL down another 11, back on 50-day lines. ENOC down 9. NENE down 8. PEIX down 7. BIOF down 4.
Market mixed oddly. Dow down 55, S&P down, but Naz finally got above that last 200-day line. Volume normal, which was actually above avg for a Friday. Oil under $102.
VNDB another surge, up 118, launched off their 50-day lines. Still haven't seen any news for their unbelievable gains recently. AMPD up 45. MKTY up 37, a day spread of almost 100. ENSL up 30. HEVV up 20. LEOM up 17 more, quadruple in 8 days. NPWZ up 15. QTMM, RNMM, CSGH up 13. XIDE, AMLM up 11. ALTI up 9. RBCN up 8. Closed above 50-day lines.
WWPW down 17. ENER, CRGE down 12. AMEL down another 11, back on 50-day lines. ENOC down 9. NENE down 8. PEIX down 7. BIOF down 4.
STUFF
Oil majors, TransCanada looking to export LNG from Alaska.
EV maker Aptera collapsed, closed before any cars sold, but selling those finished to highest bidders along with any of their tech secrets.
MD power plant gets board approval for additional reactor.
Energy efficiency efforts in '10 came in at 3.5cents/kwh. Cost went up in '11. Also, adding demand response and peak load control programs brought '10 cost to 4.5 cents.
3 comps, including Caryle, to build $400M plant in Canada to make 300M gal/y of biodiesel, ethanol along with crushed canola. Construction start in summer.
EV maker Aptera collapsed, closed before any cars sold, but selling those finished to highest bidders along with any of their tech secrets.
MD power plant gets board approval for additional reactor.
Energy efficiency efforts in '10 came in at 3.5cents/kwh. Cost went up in '11. Also, adding demand response and peak load control programs brought '10 cost to 4.5 cents.
3 comps, including Caryle, to build $400M plant in Canada to make 300M gal/y of biodiesel, ethanol along with crushed canola. Construction start in summer.
UPDATE
News out on ENOC. PJM - operator of largest US grid - yesterday issued proposal to FERC that may reduce ENOC revenue, margins for their demand-reduction services. Will it also affect COMV? ENOC gained back 10% from morning bottom.
XIDE has passed through 50-day lines.
XIDE has passed through 50-day lines.
FRIDAY OPEN
(stock #'s in %)
Market mixed, Dow down 42. Volume normal. Oil down near $101. 200K jobs added but 4.8% decrease in German factory orders. So Europe looks headed for recession.
LEOM up another 15. Double since announcement days ago. XIDE, NPWZ up 13. CSGH up 12. PSPW up 11. ENSL up 10. HEVV up another 9. ACPW up another 6. ZOLT up 6.
MMMW down 30. MKTY down 24. ECOS down 22. CPWY down 20 after prelim report of 4Q/yr. WWPW, CABN down 15. AMTX down 14. ENOC down another 12. No news. Gapped down through 50-day lines. ENER down 9. NENE down 6.
Market mixed, Dow down 42. Volume normal. Oil down near $101. 200K jobs added but 4.8% decrease in German factory orders. So Europe looks headed for recession.
LEOM up another 15. Double since announcement days ago. XIDE, NPWZ up 13. CSGH up 12. PSPW up 11. ENSL up 10. HEVV up another 9. ACPW up another 6. ZOLT up 6.
MMMW down 30. MKTY down 24. ECOS down 22. CPWY down 20 after prelim report of 4Q/yr. WWPW, CABN down 15. AMTX down 14. ENOC down another 12. No news. Gapped down through 50-day lines. ENER down 9. NENE down 6.
Thursday, January 5, 2012
THURSDAY CLOSE
(stock #'s in %)
Market mixed and flat. Naz took the road up 21. Volume I'm guessing was normal. Oil came down a little I think. Maybe all that Iranian Hormuz thingy isn't all that scary. The US has 11 carriers. For starters.
PPRW up 150. O. 700 shares. Sum market huh? PTOS up 29 on 3k shares. LEOM up 25 more on their fantastic news lately of BUSINESS. AXPW up 22. 3rd day risin'. I can't even remember what they do. I'm thinkin' batteries. CABN up 17. Back to 2 bucks. XSNX up another 16. Is this the year? We've been waitin'. Wasn't that a song in the '80's? Journey or Foreigner? ENER and HEVV (ENER 1) both up 14. Huh. EMKR and ACPW up 11. ACPW got called the greatest in a new release. ECTY up 10. AONE up 8.
AMPD down 27 on 3k shares. BLQN down 23 on 700 shares. VNDB down 20 on hell yea. AMEL down another 18 on getting back to the day lines. CSKH down 14 on are they for real. XDSL down 11 on the same dealio. IFXY down 10. Paired up with ITRI as far as I know. ENOC, ABAT down 8. ENOC really befuddeling. Befuddeling. Use in a sentence please. The word is befuddeling.
And, pards, so went the market. Happy trails y'all.
Market mixed and flat. Naz took the road up 21. Volume I'm guessing was normal. Oil came down a little I think. Maybe all that Iranian Hormuz thingy isn't all that scary. The US has 11 carriers. For starters.
PPRW up 150. O. 700 shares. Sum market huh? PTOS up 29 on 3k shares. LEOM up 25 more on their fantastic news lately of BUSINESS. AXPW up 22. 3rd day risin'. I can't even remember what they do. I'm thinkin' batteries. CABN up 17. Back to 2 bucks. XSNX up another 16. Is this the year? We've been waitin'. Wasn't that a song in the '80's? Journey or Foreigner? ENER and HEVV (ENER 1) both up 14. Huh. EMKR and ACPW up 11. ACPW got called the greatest in a new release. ECTY up 10. AONE up 8.
AMPD down 27 on 3k shares. BLQN down 23 on 700 shares. VNDB down 20 on hell yea. AMEL down another 18 on getting back to the day lines. CSKH down 14 on are they for real. XDSL down 11 on the same dealio. IFXY down 10. Paired up with ITRI as far as I know. ENOC, ABAT down 8. ENOC really befuddeling. Befuddeling. Use in a sentence please. The word is befuddeling.
And, pards, so went the market. Happy trails y'all.
STUFF
O, 1st - Iran wants to block Hormuz. Really.
2nd. Iraq bombs. O well, your peacekeepers have gone home. Oil bidding set back. What did we go into there to do? I don't remember, W, remind us. O yea, get Saddam. And the WMDs. We don't want the wake up call being a nuke explosion.
What is it with these people? Syria. Yemen. You name m. Nuts. They're frackin nuts. All they want to do is blow it up. Kill. Destroy. Of course, they're not all there in the muddle east. They've migrated. O well. So it is. On to energy.
In '11, ~$550B spent globally on oil/gas exploration/development/production: Barclays. Going up 10% in '12.
All the oil and gas pipelines crisscrossing the US enough to circle the planet >100x. 2.5M miles.
EPD and GEL announced another 149 mile pipeline in GOM.
UQM got another order from Electric Vehicles Intl for 100 more drive systems for UPS trux in Calif.
Chinese airlines refusing to go along with Euro aviation emissions charges.
Changing oil by manufacturers' recommendations could lower Calif motor oil demand 10M gal/y: state-financed survey. Just think about that. If you can't think about something else, just think about that.
"Oil and gas induced seismicity - word of the day? - has been dealt with successfully and is well understood": DOE website. Yea, well, who pays the damages?
Duke and Progress to submit 3rd merger proposal.
GA ethanol plant sold, costing taxayers millions. O hell yea.
Parasitic fly suspected in honey bee deaths. Get that fly.
$6.8B for utility energy efficiency programs last year.
Lowe's launched "Iris" - cloud-based home mgmt system from AlertMe (UK). Nationwide rollout in 2Q that will take a year. Zigbee or Z-wave connections. 15M peeps walk through Lowe's every week. They want to own home automation market.
Tesla batts warranted for up to 8 years and 100K to unlimited miles, depending on model.
Israeli scientists developed bioenzyme that can turn any kind of waste oil into biodiesel.
UAE to ban non-biodegradable plastic bags starting next year. Cited a camel crisis.
And so goes our world, pards.
2nd. Iraq bombs. O well, your peacekeepers have gone home. Oil bidding set back. What did we go into there to do? I don't remember, W, remind us. O yea, get Saddam. And the WMDs. We don't want the wake up call being a nuke explosion.
What is it with these people? Syria. Yemen. You name m. Nuts. They're frackin nuts. All they want to do is blow it up. Kill. Destroy. Of course, they're not all there in the muddle east. They've migrated. O well. So it is. On to energy.
In '11, ~$550B spent globally on oil/gas exploration/development/production: Barclays. Going up 10% in '12.
All the oil and gas pipelines crisscrossing the US enough to circle the planet >100x. 2.5M miles.
EPD and GEL announced another 149 mile pipeline in GOM.
UQM got another order from Electric Vehicles Intl for 100 more drive systems for UPS trux in Calif.
Chinese airlines refusing to go along with Euro aviation emissions charges.
Changing oil by manufacturers' recommendations could lower Calif motor oil demand 10M gal/y: state-financed survey. Just think about that. If you can't think about something else, just think about that.
"Oil and gas induced seismicity - word of the day? - has been dealt with successfully and is well understood": DOE website. Yea, well, who pays the damages?
Duke and Progress to submit 3rd merger proposal.
GA ethanol plant sold, costing taxayers millions. O hell yea.
Parasitic fly suspected in honey bee deaths. Get that fly.
$6.8B for utility energy efficiency programs last year.
Lowe's launched "Iris" - cloud-based home mgmt system from AlertMe (UK). Nationwide rollout in 2Q that will take a year. Zigbee or Z-wave connections. 15M peeps walk through Lowe's every week. They want to own home automation market.
Tesla batts warranted for up to 8 years and 100K to unlimited miles, depending on model.
Israeli scientists developed bioenzyme that can turn any kind of waste oil into biodiesel.
UAE to ban non-biodegradable plastic bags starting next year. Cited a camel crisis.
And so goes our world, pards.
THURSDAY OPEN
(stock #'s in %)
Market down 96/8/8. Volume above normal. Oil under $103. ADP says 325K private sector jobs added in Dec.
LEOM up another 22. ENER up another 17. ZAAP up 13. XSNX, ECTY up 10. AONE up 9 on new contract news. O, so that's why they jumped yesterday. Insider trading. Natch. ECOS up 8. EMKR up 7. PEIX, BIOF up 6. WEST up another 5. GTAT up 4 on contract news. SOPW up another 3 on financing news. NENE up 3.
AMEL down another 7, back up from morning bottom. ASTI, ENOC down 3.
Market down 96/8/8. Volume above normal. Oil under $103. ADP says 325K private sector jobs added in Dec.
LEOM up another 22. ENER up another 17. ZAAP up 13. XSNX, ECTY up 10. AONE up 9 on new contract news. O, so that's why they jumped yesterday. Insider trading. Natch. ECOS up 8. EMKR up 7. PEIX, BIOF up 6. WEST up another 5. GTAT up 4 on contract news. SOPW up another 3 on financing news. NENE up 3.
AMEL down another 7, back up from morning bottom. ASTI, ENOC down 3.
Wednesday, January 4, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market mixed flat. Volume normal. Oil over $103. EU moving closer to Iran oil ban. Maybe they will float a carrier through the Hormuz.
ENER up 42. Winner. Why? LEXG up 37. Because other lithium explorers have gone up? WEST up 32. Ended up where the new buyer put the price. ASTI up 28. BHWX up 22. Another lithium explorer. NGBF up 20. Yea. Biofuels. FDEI up 15. DSTI up 13. IFXY up 10. QTWW up 8 despite Fisker news. Go figure. APWR up 7. LEOM up another 5. HOKU up 4 with a week extension on power cutoff or what. ASYS up 3, watching them to cross over 50-day lines. SOPW up another 2.
PPRW down 60 on 100 shares. What a market. AMEL down 31. XSNX down 18. NPWZ down 16. CSKH down 15. UBRG down 14. SATC down 10 on downgrade. ECOS down 9. BIOF down 4.
Market mixed flat. Volume normal. Oil over $103. EU moving closer to Iran oil ban. Maybe they will float a carrier through the Hormuz.
ENER up 42. Winner. Why? LEXG up 37. Because other lithium explorers have gone up? WEST up 32. Ended up where the new buyer put the price. ASTI up 28. BHWX up 22. Another lithium explorer. NGBF up 20. Yea. Biofuels. FDEI up 15. DSTI up 13. IFXY up 10. QTWW up 8 despite Fisker news. Go figure. APWR up 7. LEOM up another 5. HOKU up 4 with a week extension on power cutoff or what. ASYS up 3, watching them to cross over 50-day lines. SOPW up another 2.
PPRW down 60 on 100 shares. What a market. AMEL down 31. XSNX down 18. NPWZ down 16. CSKH down 15. UBRG down 14. SATC down 10 on downgrade. ECOS down 9. BIOF down 4.
STUFF
Sinopec buying 1/3 stake in 5 Devon Energy exploratory oil projects (shale) in US for $900M and up to $1.6B in future drilling costs. 125 new wells in '12. They are buying the knowledge for their own shale deposits.
Vestas cut revs, profit forecast and looking at restructuring. Stock at 8-year low.
HOKU got reprieve on the power bill for Idaho polysilicon plant. Idaho PUC to hear the case next week. HOKU up 14% today. I guess I must say I was wrong on shorting them yesterday. But maybe next week.
China Development Bank approved loan for LDK Solar 8 MW solar projects in Cal. CDB also approved loan for LDK's 2 NJ projects totaling 14.7MW, and approved construction loan to SOPW to build the NJ plants.
China China China.
Matinee Energy broke ground on 120MW solar project in AZ last week.
Germany solar output up 60% in '11 to 3% of total elgen. Also, overall E use fell 4.8% from warmer temps, increased efficiencies.
All French nuke plants cleared post-Fukushima stress tests.
Commerce Dept delaying for a month the decision on tariffs on Chinese solar imports.
Utilities' efficiency budgets up 20% last year.
Ecuador court upheld $18B judgement against Chevron.
Delta Airlines adding $3/ticket to offest Euro emissions charges.
New oil/gas rich folks in ND buying up AZ homes.
Network TV news coverage of climate change down 50% in '11 despite the extreme weather.
Dry start to Calif wet season.
Citing batt probs, Fisker pulling hybrid sports car from market. That affects AONE.
GA's largest corn ethanol producer - SW GA Eth - emerged from chapter 11 bankruptcy.
Iowa producers >tripled biodiesel output in '11 to 169M gal.
Brazil failure to meet local demand for ethanol pushing up imports from US. Sugarcane production falling 1st time in decade.
IL legislature approved extension of biodiesel blending sales tax incentives to '19 for any blend >10%. Follows on boot heels of TX yesterday.
Vestas cut revs, profit forecast and looking at restructuring. Stock at 8-year low.
HOKU got reprieve on the power bill for Idaho polysilicon plant. Idaho PUC to hear the case next week. HOKU up 14% today. I guess I must say I was wrong on shorting them yesterday. But maybe next week.
China Development Bank approved loan for LDK Solar 8 MW solar projects in Cal. CDB also approved loan for LDK's 2 NJ projects totaling 14.7MW, and approved construction loan to SOPW to build the NJ plants.
China China China.
Matinee Energy broke ground on 120MW solar project in AZ last week.
Germany solar output up 60% in '11 to 3% of total elgen. Also, overall E use fell 4.8% from warmer temps, increased efficiencies.
All French nuke plants cleared post-Fukushima stress tests.
Commerce Dept delaying for a month the decision on tariffs on Chinese solar imports.
Utilities' efficiency budgets up 20% last year.
Ecuador court upheld $18B judgement against Chevron.
Delta Airlines adding $3/ticket to offest Euro emissions charges.
New oil/gas rich folks in ND buying up AZ homes.
Network TV news coverage of climate change down 50% in '11 despite the extreme weather.
Dry start to Calif wet season.
Citing batt probs, Fisker pulling hybrid sports car from market. That affects AONE.
GA's largest corn ethanol producer - SW GA Eth - emerged from chapter 11 bankruptcy.
Iowa producers >tripled biodiesel output in '11 to 169M gal.
Brazil failure to meet local demand for ethanol pushing up imports from US. Sugarcane production falling 1st time in decade.
IL legislature approved extension of biodiesel blending sales tax incentives to '19 for any blend >10%. Follows on boot heels of TX yesterday.
WEDNESDAY OPEN
(stock #'s in %)
Market down 44/18/7. Volume normal. Oil under $103.
WEST up 62 more. Getting investment from Australian comp. DSTI up 31. Joining the small-fry no revenues party. ASTI up 30 also on investment from Chinese E Asia licensee. ENER up 22. Just cuz I guess. VNDB up another 5. No news or selloff yet. COMV up 2 on new contract news.
AMEL's bubble finally burst late yesterday, down 30. NPWZ came back 16. LEOM and XSNX back 5.
Market down 44/18/7. Volume normal. Oil under $103.
WEST up 62 more. Getting investment from Australian comp. DSTI up 31. Joining the small-fry no revenues party. ASTI up 30 also on investment from Chinese E Asia licensee. ENER up 22. Just cuz I guess. VNDB up another 5. No news or selloff yet. COMV up 2 on new contract news.
AMEL's bubble finally burst late yesterday, down 30. NPWZ came back 16. LEOM and XSNX back 5.
Tuesday, January 3, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 179/43/19. Volume normal. Oil up to $103. Iran pumping it up. The Naz the only index still under the top 200-day line.
Clean energy on steroids. VNDB up 769. That's percent. Can't wait for that news. No revenues. All of a sudden, there was volume. And it's way off it's top of the day. LEOM up 73 on their contract news. All of 20k shares. XSNX up 60. Again, no news, no revenues. Watch out for the pump and dumps. ENSL up 40. No comment except, like the others, volume. AMLM up 28. CSKH up 23. NPWZ up 22. AONE up 21. Despite their bad batt news last week with Fisker EV's. ECOS up 20. XDSL up 19. AMEL, SOPW up 18. SOPW had contract news. WEST, SPIR up 15. CCGI up 13. NENE up 12. They got out a press release. COMV, AXPW, ENZR up 11. EMKR up 10. And, of course, many others up less than 10.
PTOS down 18. PANL, QTMM down 11. PANL hinting lower revenues. KIOR down 9. PSPW down 8. CABN down 7 despite their news release. EFOI down 5.
Quite the year opener.
Market up 179/43/19. Volume normal. Oil up to $103. Iran pumping it up. The Naz the only index still under the top 200-day line.
Clean energy on steroids. VNDB up 769. That's percent. Can't wait for that news. No revenues. All of a sudden, there was volume. And it's way off it's top of the day. LEOM up 73 on their contract news. All of 20k shares. XSNX up 60. Again, no news, no revenues. Watch out for the pump and dumps. ENSL up 40. No comment except, like the others, volume. AMLM up 28. CSKH up 23. NPWZ up 22. AONE up 21. Despite their bad batt news last week with Fisker EV's. ECOS up 20. XDSL up 19. AMEL, SOPW up 18. SOPW had contract news. WEST, SPIR up 15. CCGI up 13. NENE up 12. They got out a press release. COMV, AXPW, ENZR up 11. EMKR up 10. And, of course, many others up less than 10.
PTOS down 18. PANL, QTMM down 11. PANL hinting lower revenues. KIOR down 9. PSPW down 8. CABN down 7 despite their news release. EFOI down 5.
Quite the year opener.
STUFF
BP seeking at least $20B from Halliburton over '10 Gulf spill.
Global growth has slowed lately to 3.9%.
France's Total putting $2.3B through end of '14 into development of Utica shale gas reserves in Ohio, taking 25% stake in joint venture with Chesapeake Energy. While the recent earthquakes in west Ohio have been attributed to fracking.
China to invest $1.78B - 70% of $2.55B deal with Global Biofuels - to build 15 biorefineries in Nigeria. Initial pilot plant online 4Q12 @ $108M. Full-scale plants to run $183M each. Also last week Nigerian Ex-Im Bank gave $695M to 5 comps investing in renewables, most to a sugarcane project.
TX intro'd new rules that allow biodiesel to be added to any compliant fuel at any ratio, backtracking on previous rules. Also reducing reporting burden for blenders and removes requirement for additives with biodiesel.
O yea, Iran rattling sabers over US carrier in Persian Gulf. What should US do? Ignore it? Send a carrier back? Step up pressure on sanctions? Tell them to cram it?
Global growth has slowed lately to 3.9%.
France's Total putting $2.3B through end of '14 into development of Utica shale gas reserves in Ohio, taking 25% stake in joint venture with Chesapeake Energy. While the recent earthquakes in west Ohio have been attributed to fracking.
China to invest $1.78B - 70% of $2.55B deal with Global Biofuels - to build 15 biorefineries in Nigeria. Initial pilot plant online 4Q12 @ $108M. Full-scale plants to run $183M each. Also last week Nigerian Ex-Im Bank gave $695M to 5 comps investing in renewables, most to a sugarcane project.
TX intro'd new rules that allow biodiesel to be added to any compliant fuel at any ratio, backtracking on previous rules. Also reducing reporting burden for blenders and removes requirement for additives with biodiesel.
O yea, Iran rattling sabers over US carrier in Persian Gulf. What should US do? Ignore it? Send a carrier back? Step up pressure on sanctions? Tell them to cram it?
TUESDAY OPEN
(stock #'s in %)
Market up 239/56/24. Volume above normal. Oil up over $102. US construction spending up 1.2% in Nov. US manufacturing factory index up to 53.9 in Dec, fastest pace in 6 months. Naz, S&P now above all their lines.
VNDB up 191. I know. XSNX up 52. CCGI up 21. NPWZ up 20 on news. CSKH up 19. AMEL up another 15. AMLM up 15. SPIR, HOKU up 14. Go figure HOKU up (check yesterday's "stuff"). Plenty more up less than 10.
CRGE down 12. EFOI down 10. PANL, HEVV down 7. LSCG down 2.
Market up 239/56/24. Volume above normal. Oil up over $102. US construction spending up 1.2% in Nov. US manufacturing factory index up to 53.9 in Dec, fastest pace in 6 months. Naz, S&P now above all their lines.
VNDB up 191. I know. XSNX up 52. CCGI up 21. NPWZ up 20 on news. CSKH up 19. AMEL up another 15. AMLM up 15. SPIR, HOKU up 14. Go figure HOKU up (check yesterday's "stuff"). Plenty more up less than 10.
CRGE down 12. EFOI down 10. PANL, HEVV down 7. LSCG down 2.
Monday, January 2, 2012
STUFF
DOI Ok'd transmission lines on BLM land for 275MW solar PV project in S Cal. LS Power to build 175MW in '12.
UK had 2nd warmest year on record. Warmest was '06. Top 7 warmest in last ten years.
Venezuela says Exxon to get only $255M of $900M awarded for '07 seizure. Exxon sought $6B. Intl Chamber of Commerce ruled on the award. World Bank also to rule on it.
Disposal of wastewater from fracking operations halted after 4.0 quake in NE Ohio.
Oil washing up on Nigeria coast. Shell says it couldn't be from their spill. Last week they said they had it contained offshore. Meanwhile, fuel prices in Nigeria doubled overnight with lifting of govt subsidies on fuel.
HOKU may have power shut off at their $400M polysilicon plant under construction in Idaho. They owe $1.9M for Nov power bill. Sept 30 they reported $3.2M cash and equivalents and $242M current liabilities. And they have taken $280M in prepayments from PV cell and panel makers including HSOL. HOKU's CFO resigned last week. Their stock's market cap is $31M. You might consider shorting the stock tomorrow. Will their Chinese conglomerate parent bail them out or let them go bankrupt, possibly sticking those prepayers with the plant?
NG now under $3/MBTU. 1st time this low in winter in over a decade. Most shale gas unprofitable to produce at this price level. But producers are locked into contracts requiring them to keep drilling. Rigs have been shut down recently, though, and moved to profitable oil sites.
Plans this year to shutter 3 large refineries in PA (>1/2 refining capac in NE) - likely to affect availability and prices of oil products in the region. Product will have to come from Gulf coast, adding to costs and logistic probs.
China manufacturing down 2 months in a row, but signs of stabilizing.
For 1st time, top export of US, in dollars, is now fuel.
China court says Conoco-Phillips' offshore oil leak caused $78M damage to fishermen.
Bangladesh taking bids for 1st LNG terminal. They produce ~630BCF NG a year. Proven reserves ~1.4TCF. That looks to me like 2 years worth. What am I missing here?
Turkey and Azerbaijan agreed on new NG pipeline to span Turkey East to West. And Turkey approved Gazprom's NG pipeline through Turkey's waters.
Afghan cabinet cleared contract with China National Petroleum for development of oil blocks. Go figure.
Corn and grain futures surging on poor weather in S Am.
U of Iowa study found Brazil ethanol plants' emissions 7x higher than thought.
Oil refining spokesman says EPA's renewable fuel requirements for '12 of blending 1.25B more gallons than in '11 is "not achievable, nor cost effective or environmentally realistic".
Onward and upward, pards.
UK had 2nd warmest year on record. Warmest was '06. Top 7 warmest in last ten years.
Venezuela says Exxon to get only $255M of $900M awarded for '07 seizure. Exxon sought $6B. Intl Chamber of Commerce ruled on the award. World Bank also to rule on it.
Disposal of wastewater from fracking operations halted after 4.0 quake in NE Ohio.
Oil washing up on Nigeria coast. Shell says it couldn't be from their spill. Last week they said they had it contained offshore. Meanwhile, fuel prices in Nigeria doubled overnight with lifting of govt subsidies on fuel.
HOKU may have power shut off at their $400M polysilicon plant under construction in Idaho. They owe $1.9M for Nov power bill. Sept 30 they reported $3.2M cash and equivalents and $242M current liabilities. And they have taken $280M in prepayments from PV cell and panel makers including HSOL. HOKU's CFO resigned last week. Their stock's market cap is $31M. You might consider shorting the stock tomorrow. Will their Chinese conglomerate parent bail them out or let them go bankrupt, possibly sticking those prepayers with the plant?
NG now under $3/MBTU. 1st time this low in winter in over a decade. Most shale gas unprofitable to produce at this price level. But producers are locked into contracts requiring them to keep drilling. Rigs have been shut down recently, though, and moved to profitable oil sites.
Plans this year to shutter 3 large refineries in PA (>1/2 refining capac in NE) - likely to affect availability and prices of oil products in the region. Product will have to come from Gulf coast, adding to costs and logistic probs.
China manufacturing down 2 months in a row, but signs of stabilizing.
For 1st time, top export of US, in dollars, is now fuel.
China court says Conoco-Phillips' offshore oil leak caused $78M damage to fishermen.
Bangladesh taking bids for 1st LNG terminal. They produce ~630BCF NG a year. Proven reserves ~1.4TCF. That looks to me like 2 years worth. What am I missing here?
Turkey and Azerbaijan agreed on new NG pipeline to span Turkey East to West. And Turkey approved Gazprom's NG pipeline through Turkey's waters.
Afghan cabinet cleared contract with China National Petroleum for development of oil blocks. Go figure.
Corn and grain futures surging on poor weather in S Am.
U of Iowa study found Brazil ethanol plants' emissions 7x higher than thought.
Oil refining spokesman says EPA's renewable fuel requirements for '12 of blending 1.25B more gallons than in '11 is "not achievable, nor cost effective or environmentally realistic".
Onward and upward, pards.
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