(stock #'s in %)
Market down 53/19/6. Volume heavy. Oil just under $107.
MGLT up 37. CSOL up 33. CGYV up 28. VNDB up 27. GEVO up 14. TMEN, IFXY, AMTX, ECOS up 11. AETI up 7. May be turnaround. LEOM up 3.
UBRG down 42. CSKH down 28. (You can still play with a couple hundred bux). NGBF down 13. FSLR down 11. EFOI, NGLPF down 10. PANL, AMLM down 9. HSOL down 7. CWET down 6. CSIQ down 4. LSCG ended up down 1. I think it's the bottom. Long term bottom.
Wednesday, February 29, 2012
STUFF
Dominion Virginia proposing 1.3GW combined-cycle NG-fired power plant in VA. Cost >$1B. 2Q16 completion. To replace 2 coal power plants.
Algonquin Power to build 177MW wind farm in Saskatchewan. Sask Power 25-yr PPA. Online 4Q16. $355M.
Chevron abandoning CO shale lease.
England closed world's oldest nuke reactor.
Calif snowpack reading marked one of driest seasons on record.
Vestas Mexico subsid to build 396MW wind farm in Oaxaca. $682M finance deal. March start.
Amendment to ease geothermal exploration rules passed US House.
S. Korea still planning 2.5GW offshore wind farm for $9B.
GEVO revs $65M in '11 v. $16M in '10. Net losses up. Commercial-scale renewable isobutanol by Q3.
Algonquin Power to build 177MW wind farm in Saskatchewan. Sask Power 25-yr PPA. Online 4Q16. $355M.
Chevron abandoning CO shale lease.
England closed world's oldest nuke reactor.
Calif snowpack reading marked one of driest seasons on record.
Vestas Mexico subsid to build 396MW wind farm in Oaxaca. $682M finance deal. March start.
Amendment to ease geothermal exploration rules passed US House.
S. Korea still planning 2.5GW offshore wind farm for $9B.
GEVO revs $65M in '11 v. $16M in '10. Net losses up. Commercial-scale renewable isobutanol by Q3.
WEDNESDAY OPEN
(stock #'s in %)
Market flat and mixed after Naz went over 3k for 1st time since '00. Volume normal. Oil down under $107. US 4Q GDP revised up to 3% gain from 2.8%. ECB loaning out 530B Euros to Euro banks.
WWPW up 28. LSCG up 15. The decline over? GEVO up 14. Back up to 200-day lines. PTOS up 12. DSTI up 8. JUHL, AMEL up 7. COMV up 5. PEIX up 4.
UBRG down 48. That's real profit taking. MGLT down 29. CSKH down 25. NGBF down 13. FSLR down 10 after reporting losses last night. CWET down 8. PANL down 7. ENOC down 4 more.
And in the few minutes it took to write this, the market now down 53/12/5. Been going straight up for 2/1/2 months.
Market flat and mixed after Naz went over 3k for 1st time since '00. Volume normal. Oil down under $107. US 4Q GDP revised up to 3% gain from 2.8%. ECB loaning out 530B Euros to Euro banks.
WWPW up 28. LSCG up 15. The decline over? GEVO up 14. Back up to 200-day lines. PTOS up 12. DSTI up 8. JUHL, AMEL up 7. COMV up 5. PEIX up 4.
UBRG down 48. That's real profit taking. MGLT down 29. CSKH down 25. NGBF down 13. FSLR down 10 after reporting losses last night. CWET down 8. PANL down 7. ENOC down 4 more.
And in the few minutes it took to write this, the market now down 53/12/5. Been going straight up for 2/1/2 months.
Tuesday, February 28, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 23/20/4.
UBRG up 83. Lately they wouldn't even let you (me) buy it. What the hell is that? AMLM up 17. NGBF, NPWZ up 15. NPWZ had the volume. PTOS up 14. BLQN up 13 on 1.1k shares. LEDS up 10. CREE up 8. NENE up 6.
PEIX down 25. AMEL, CABN, CSKH, ENOC, WWPW down 12. LSCG, AMRS, CPWY down 11. I'm watching LSCG. BIOF down 10. PLUG, CWET down 6. CWET had volume. You think? AETI down 4. LEOM down 3.
Market up 23/20/4.
UBRG up 83. Lately they wouldn't even let you (me) buy it. What the hell is that? AMLM up 17. NGBF, NPWZ up 15. NPWZ had the volume. PTOS up 14. BLQN up 13 on 1.1k shares. LEDS up 10. CREE up 8. NENE up 6.
PEIX down 25. AMEL, CABN, CSKH, ENOC, WWPW down 12. LSCG, AMRS, CPWY down 11. I'm watching LSCG. BIOF down 10. PLUG, CWET down 6. CWET had volume. You think? AETI down 4. LEOM down 3.
STUFF
Oil/NG production fell on federal (US) tracts in '11. No figs yet.
Shell has built next-gen biofuels pilot plant in Houston to produce drop-in biofuels. Not ethanol. Uses Virent tech. Drop-in biofuels eliminate blending/storage infrastructure, engine mods.
China launched renewable energy think tank.
Leak at Marcellus well bigger than thought.
Global econ grew 3.8% in '11, down from 5.2% in '10. Draw your own conclusions.
SD approved subsidy of 20 cents/gal for ethanol plants to transition to butanol. I'm trying to figure that out too.
And that is all I found pretty much today. Some days there's less than others. What can we do about it? Happy trails, pards. Time to write a song maybe.
Shell has built next-gen biofuels pilot plant in Houston to produce drop-in biofuels. Not ethanol. Uses Virent tech. Drop-in biofuels eliminate blending/storage infrastructure, engine mods.
China launched renewable energy think tank.
Leak at Marcellus well bigger than thought.
Global econ grew 3.8% in '11, down from 5.2% in '10. Draw your own conclusions.
SD approved subsidy of 20 cents/gal for ethanol plants to transition to butanol. I'm trying to figure that out too.
And that is all I found pretty much today. Some days there's less than others. What can we do about it? Happy trails, pards. Time to write a song maybe.
TUESDAY OPEN
(stock #'s in %)
Market up 15/19/3. Volume normal. Oil steady at $108.50. US durable good orders down 4% in Jan. Tax incentives expired at year end.
UBRG up 66. Near quintuple in 2 days. What a market. ENSL up 32. TMEN up 21. NPWZ up 15. ECOS up 13. JUHL up 11. NENE up 7 more. CREE up 6. CSUN, JASO up 6. CWET up 2 more on news.
CABN down 21. PEIX down 19, gave back almost all of 2-day gains before heading back up. BIOF down 12. WWPW down 18. AMRS down 9. ENOC down 7 after reporting losses last night. LSCG down another 5. Looking for the bottom.
Market up 15/19/3. Volume normal. Oil steady at $108.50. US durable good orders down 4% in Jan. Tax incentives expired at year end.
UBRG up 66. Near quintuple in 2 days. What a market. ENSL up 32. TMEN up 21. NPWZ up 15. ECOS up 13. JUHL up 11. NENE up 7 more. CREE up 6. CSUN, JASO up 6. CWET up 2 more on news.
CABN down 21. PEIX down 19, gave back almost all of 2-day gains before heading back up. BIOF down 12. WWPW down 18. AMRS down 9. ENOC down 7 after reporting losses last night. LSCG down another 5. Looking for the bottom.
Monday, February 27, 2012
MONDAY CLOSE
Mixed and flat market. Well, just a waystop on to further gains.
LEOM up 20. WWPW up 14. APRW up 9. CLNE up 7 more - T Bone Picken's natgas installs comp. AMRS, CWET up 4.
MKTY down 31. ENSL down 24. TMEN down 18. AMEL, NGBF down 13. BSRC, XSNX down 12. CRGE down 10. EMKR down 8. PEIX down 7 after big morning rise. Huh. BIOF down 5 ditto.
LEOM up 20. WWPW up 14. APRW up 9. CLNE up 7 more - T Bone Picken's natgas installs comp. AMRS, CWET up 4.
MKTY down 31. ENSL down 24. TMEN down 18. AMEL, NGBF down 13. BSRC, XSNX down 12. CRGE down 10. EMKR down 8. PEIX down 7 after big morning rise. Huh. BIOF down 5 ditto.
STUFF
Berrylium oxide producer stocks under $1. I know. I'll be checking it out too.
World Bank and Chinese think tank saying China has to transition to free enterprise or face economic crisis. State-owned comps ~40% of GDP.
NG going for ~ $15/b of oil equivalent. avg b 5.8mbtu. market will move to natgas.
3M putting nanoparticles into C fiber to strengthen/cheapen NG compressed tanks. Maybe not LNG. Maybe CNG. For trux and such. And H tanks. EPA approval may take the rest of the year.
Hurt by cheap NG, VA coal producer seeing regulatory "train wreck " ahead.
Calif/Quebec sioree planning to hike emissions trading.
Monsanto scientist says chances to mitigate climate change "dim".
Despite drought relief, TX rice crop may be cooked.
Arguments on GHG regs in court this week.
TransCan set to build OK to GOM pipeline.
Supreme Court declined to intervene in Asian carp dispute. And NY seeks review of roadless rule. And the Court unanimously opposed Montana's supreme court decision to require an energy provider to pay back rent for use of riverbeds.
Obama admin promoting small nuke reactors to replace coal plants. Well, that should be a headline. But will it be?
$1T needed for US drinking water pipelines in next 25 years.
Japan's tsunami debris headed for Pacific gyre while record of sea otters are dying along US pacific coast.
Insects could wipe out AZ's citrus crop.
Brent crude calculated in Euro's have reached new high. Surpassed '08 peak. Production fall of ~750kb/d from S. Sudan, Yemen, Syria. And Libya output still 600kb/d under normal. While Japan is using oil to replace nuke power. ~300kb/d.
Impeachment of Ahmadinijad. May be coming. How about executing Aljahiri or whatever that fracker's name is?
India ready to surpass China as world's biggest thermal coal importer.
Petrobras 3rd oil spill offshore in less than a month.
Libya plans to export ~1.2mb/d in Feb, up from 970kb/d in Jan.
Tanker carrying 600kb of disputed Sudanese oil arrived in Japanese port.
Shell Oil says Nigeria losses ~150kb/d from theft.
Chevron's Kazackistan (who was Stan?) venture to spend $6-8B to sustain output.
Pumping halted on Columbia's 2nd-longest pipeline after several bombings.
CoolPlanetBiofuels says 4kgal of gas/acre biomass with miscanthus.
S. Korea interested in Gazprom NG pipeline. And Japan intersted in LNG plant with Gazprom.
Sauds reduced oil production/exports in Dec. And oil prices up now. Huh.
$14M new govt R&D funding for $2.28/gal algae biofuels.
Cost of producing biofuel enzymes higher than assumed.
Brazil set up $38B ethanol subsidy program to stimulate expansion.
USDA projects largest US corn planting since 1944. 94M acres. 4th consecutive year of increase.
World Bank and Chinese think tank saying China has to transition to free enterprise or face economic crisis. State-owned comps ~40% of GDP.
NG going for ~ $15/b of oil equivalent. avg b 5.8mbtu. market will move to natgas.
3M putting nanoparticles into C fiber to strengthen/cheapen NG compressed tanks. Maybe not LNG. Maybe CNG. For trux and such. And H tanks. EPA approval may take the rest of the year.
Hurt by cheap NG, VA coal producer seeing regulatory "train wreck " ahead.
Calif/Quebec sioree planning to hike emissions trading.
Monsanto scientist says chances to mitigate climate change "dim".
Despite drought relief, TX rice crop may be cooked.
Arguments on GHG regs in court this week.
TransCan set to build OK to GOM pipeline.
Supreme Court declined to intervene in Asian carp dispute. And NY seeks review of roadless rule. And the Court unanimously opposed Montana's supreme court decision to require an energy provider to pay back rent for use of riverbeds.
Obama admin promoting small nuke reactors to replace coal plants. Well, that should be a headline. But will it be?
$1T needed for US drinking water pipelines in next 25 years.
Japan's tsunami debris headed for Pacific gyre while record of sea otters are dying along US pacific coast.
Insects could wipe out AZ's citrus crop.
Brent crude calculated in Euro's have reached new high. Surpassed '08 peak. Production fall of ~750kb/d from S. Sudan, Yemen, Syria. And Libya output still 600kb/d under normal. While Japan is using oil to replace nuke power. ~300kb/d.
Impeachment of Ahmadinijad. May be coming. How about executing Aljahiri or whatever that fracker's name is?
India ready to surpass China as world's biggest thermal coal importer.
Petrobras 3rd oil spill offshore in less than a month.
Libya plans to export ~1.2mb/d in Feb, up from 970kb/d in Jan.
Tanker carrying 600kb of disputed Sudanese oil arrived in Japanese port.
Shell Oil says Nigeria losses ~150kb/d from theft.
Chevron's Kazackistan (who was Stan?) venture to spend $6-8B to sustain output.
Pumping halted on Columbia's 2nd-longest pipeline after several bombings.
CoolPlanetBiofuels says 4kgal of gas/acre biomass with miscanthus.
S. Korea interested in Gazprom NG pipeline. And Japan intersted in LNG plant with Gazprom.
Sauds reduced oil production/exports in Dec. And oil prices up now. Huh.
$14M new govt R&D funding for $2.28/gal algae biofuels.
Cost of producing biofuel enzymes higher than assumed.
Brazil set up $38B ethanol subsidy program to stimulate expansion.
USDA projects largest US corn planting since 1944. 94M acres. 4th consecutive year of increase.
MONDAY OPEN
(stock #'s in %)
Market down 23/4/1. Volume normal. Oil over $108. G20 "snubbed" Europe.
WWPW up 14. PEIX up another 13. Report today after close, I think. BIOF up 10. CSKH up 9. AMRS up 6. EFOI up 5. Almost 50 percent swingback from Friday afternoon. NENE, LEOM up 2.
MKTY down 29. XSNX down 12. NGLPF down 11. KIOR down 7. CWET down 4 with news. BFRE, AMEL down 3.
Market down 23/4/1. Volume normal. Oil over $108. G20 "snubbed" Europe.
WWPW up 14. PEIX up another 13. Report today after close, I think. BIOF up 10. CSKH up 9. AMRS up 6. EFOI up 5. Almost 50 percent swingback from Friday afternoon. NENE, LEOM up 2.
MKTY down 29. XSNX down 12. NGLPF down 11. KIOR down 7. CWET down 4 with news. BFRE, AMEL down 3.
Friday, February 24, 2012
FRIDAY CLOSE
(stock #'s in %)
Market flat. mixed. Volume unknown by me. Oil up near $110. Where're we going with this? Used to be over $80 was recessionary. Euro on 11-week high v. dollar. Really. With Greece, let alone the rest. Currency tag. Though US DOES have going on $16T debt. What a world.
The short stack:
PEIX up 27. BIOF up 20. Anybody see that comin? If so, ye shall be crowned with thinking for us. CCGI up 14. Not bad. CRGE up 11. NENE up 4. LEOM up 3 or down 13, depending on your account.
RBCN down 19. Must have been pretty bad nuze. EFOI down 16 on what must be profit taking. CSUN down 11 even after China's new solar goals. WWPW down another 6. JASO down 5 despite China's new goals. FSLR, AONE down 4. Big boys going down. CSIQ, HSOL down 3 despite China's solar goals for '15. SPWR, LSCG down 2. AMEL came all the way back. That could have been some money made. Well, and that's the way it is pards. It's fast, confusing, stealthy. Boink.
Market flat. mixed. Volume unknown by me. Oil up near $110. Where're we going with this? Used to be over $80 was recessionary. Euro on 11-week high v. dollar. Really. With Greece, let alone the rest. Currency tag. Though US DOES have going on $16T debt. What a world.
The short stack:
PEIX up 27. BIOF up 20. Anybody see that comin? If so, ye shall be crowned with thinking for us. CCGI up 14. Not bad. CRGE up 11. NENE up 4. LEOM up 3 or down 13, depending on your account.
RBCN down 19. Must have been pretty bad nuze. EFOI down 16 on what must be profit taking. CSUN down 11 even after China's new solar goals. WWPW down another 6. JASO down 5 despite China's new goals. FSLR, AONE down 4. Big boys going down. CSIQ, HSOL down 3 despite China's solar goals for '15. SPWR, LSCG down 2. AMEL came all the way back. That could have been some money made. Well, and that's the way it is pards. It's fast, confusing, stealthy. Boink.
STUFF
MidAm Energy awarded Siemens 407MW wind turbine order for 3 Iowa farms. 2.3MW turbs from Siemens plants in Iowa and Kansas.
GE gas engine tech to power China's largest landfill gas project outside of Shanghai. 10MW.
Vestas got 56MW order from Italy wind farm.
N. Korea stays afloat with counterfeit $100 bills.
NRC proposed 3 new orders to boost safety at US nuke plants after study of Fukushima.
EPA and the industry reached a settlement on diesel in fracking fluid.
Chevron launched China shale search. Say China shale search three times fast. Ukraine opened up its shale reserves. To whom? I'm lookin and watchin just like you. The look see. Some states unprepared to tax shale boom. (I guess that's when we know there's a boom.)
FSLR permit approval in Cal project clears path for DOE loan guarantee.
The 6 thousand year old empire of China today posted a plan for 50k tons/yr production capacity of polysilicon and 5GW/yr production capacity for solar cells by '15. Aiming to promote domestic solar energy and bolster their companies' competitive edge in global mart. They also plan to have 100GW of wind gen capacity connected to grid by '15. Sounds like the old empire likes clean energy.
Renewable Energy Group reported '11 earnings of $93M on $824M revenues v. $8M loss on $216M revs in '10. Sold 150M gal biodiesel, up 121%. 4Q revs $266M. Avg B100 price $5.20/gal last Q.
U of IL researchers say they've developed new maize hybrid to produce 15-20% more biomass given same fertilizer as commercial hybrids. The hybrid a mix of tropical and temporate maize with increased drought resistance, sugars in stalk and pest and disease resistance. That's pretty darn good research I must say.
American Coalition of Ethanol says ethanol is saving consumers 7 to 10 cents at the pump. Well, there was that report yesterday that Iowa ethanol producers are losing 11 cents per gallon made. Huh.
Well, enjoy the weekend pards. I might meself.
GE gas engine tech to power China's largest landfill gas project outside of Shanghai. 10MW.
Vestas got 56MW order from Italy wind farm.
N. Korea stays afloat with counterfeit $100 bills.
NRC proposed 3 new orders to boost safety at US nuke plants after study of Fukushima.
EPA and the industry reached a settlement on diesel in fracking fluid.
Chevron launched China shale search. Say China shale search three times fast. Ukraine opened up its shale reserves. To whom? I'm lookin and watchin just like you. The look see. Some states unprepared to tax shale boom. (I guess that's when we know there's a boom.)
FSLR permit approval in Cal project clears path for DOE loan guarantee.
The 6 thousand year old empire of China today posted a plan for 50k tons/yr production capacity of polysilicon and 5GW/yr production capacity for solar cells by '15. Aiming to promote domestic solar energy and bolster their companies' competitive edge in global mart. They also plan to have 100GW of wind gen capacity connected to grid by '15. Sounds like the old empire likes clean energy.
Renewable Energy Group reported '11 earnings of $93M on $824M revenues v. $8M loss on $216M revs in '10. Sold 150M gal biodiesel, up 121%. 4Q revs $266M. Avg B100 price $5.20/gal last Q.
U of IL researchers say they've developed new maize hybrid to produce 15-20% more biomass given same fertilizer as commercial hybrids. The hybrid a mix of tropical and temporate maize with increased drought resistance, sugars in stalk and pest and disease resistance. That's pretty darn good research I must say.
American Coalition of Ethanol says ethanol is saving consumers 7 to 10 cents at the pump. Well, there was that report yesterday that Iowa ethanol producers are losing 11 cents per gallon made. Huh.
Well, enjoy the weekend pards. I might meself.
FRIDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume very light. Oil $108.
AMLM up 25. BHWX up 21. Both startup lithium producers. ECOS up 14. PEIX up 13 on news, a jump off 3 lines. BIOF up 12. Also a jump off top lines. OOIL up 11 on news. APWR up 9. DSTI up 7. CRGE up another 5. ZOLT up 3, maybe starting another runup.
RBCN down 17 after reporting last night. IFXY down 15. AMEL down 11. BLDW down 10. LSCG down 2 more.
Market flat and mixed. Volume very light. Oil $108.
AMLM up 25. BHWX up 21. Both startup lithium producers. ECOS up 14. PEIX up 13 on news, a jump off 3 lines. BIOF up 12. Also a jump off top lines. OOIL up 11 on news. APWR up 9. DSTI up 7. CRGE up another 5. ZOLT up 3, maybe starting another runup.
RBCN down 17 after reporting last night. IFXY down 15. AMEL down 11. BLDW down 10. LSCG down 2 more.
Thursday, February 23, 2012
STUFF
Samsung to spin off LCD biz for OLED future.
WPRT signed deal with Cummins to allow Cummins to build WPRT natgas engines.
Iranian crude supply to Turkey may be halted by Western bank sanctions.
Shell bid starts race for African oil/gas fields.
Novozymes has new enzyme that may lower cost of cellulosic ethanol to gas, corn eth price range. They have deal with Fiberight to use muni waste at small VA plant and 6m gal/y Iowa plant next year.
Refiners may have to pay fines - up to $6.8M - for failing to use cellulosic ethanol in the blend, even though there's NO cellulosic eth to be had in commercial quantities yet. The '07 Energy Independence and Security Act targeted 250M gal in '11, 500M in '12. But the requirement was lowered to 6.6M gal in '11 and 8.6M in '12.
US gasoline sales ~135B gal/y, highway diesel ~51B. '22 target for biofuels is 36B.
Germany announced 20-29% solar subsidy cuts a month earlier than planned. Already cut 15% in Jan. France, Italy, Spain and UK also cutting subsidies.
EU tar sands pollution vote ended in deadlock.
With Obama's corporate tax proposal came proposal to make clean energy subsidies permanent.
Fracking ban in upstate NY upheld by state court judge.
Ceres (Calif) had $65M IPO yesterday. Market cap $344M. Joined ranks of biofuels group that includes Codexis, Amyris, Gevo, Solazyme, KiOR, Renewable Energy Group.
Iowa ethanol producers avg loss in Jan was 11 cents/gal.
Airport in India switching to biodiesel for ground ops.
EU launched $18M seaweed ethanol R&D project.
WPRT signed deal with Cummins to allow Cummins to build WPRT natgas engines.
Iranian crude supply to Turkey may be halted by Western bank sanctions.
Shell bid starts race for African oil/gas fields.
Novozymes has new enzyme that may lower cost of cellulosic ethanol to gas, corn eth price range. They have deal with Fiberight to use muni waste at small VA plant and 6m gal/y Iowa plant next year.
Refiners may have to pay fines - up to $6.8M - for failing to use cellulosic ethanol in the blend, even though there's NO cellulosic eth to be had in commercial quantities yet. The '07 Energy Independence and Security Act targeted 250M gal in '11, 500M in '12. But the requirement was lowered to 6.6M gal in '11 and 8.6M in '12.
US gasoline sales ~135B gal/y, highway diesel ~51B. '22 target for biofuels is 36B.
Germany announced 20-29% solar subsidy cuts a month earlier than planned. Already cut 15% in Jan. France, Italy, Spain and UK also cutting subsidies.
EU tar sands pollution vote ended in deadlock.
With Obama's corporate tax proposal came proposal to make clean energy subsidies permanent.
Fracking ban in upstate NY upheld by state court judge.
Ceres (Calif) had $65M IPO yesterday. Market cap $344M. Joined ranks of biofuels group that includes Codexis, Amyris, Gevo, Solazyme, KiOR, Renewable Energy Group.
Iowa ethanol producers avg loss in Jan was 11 cents/gal.
Airport in India switching to biodiesel for ground ops.
EU launched $18M seaweed ethanol R&D project.
THURSDAY CLOSE
(stock #'s in %)
Market up 46/23/5. Volume light. Oil over $108.
AMEL up 33. PTOS up 23. EFOI, LEOM up 16. PPRW up 14.
CSKH down 25. BHWX down 22. WWPW down 21. BLQN down 17. CABN down 14. NENE down 13. Solars hit by the German news: HSOL down 9, FSLR down 7, CSIQ, JASO down 6. LSCG down 2.
Market up 46/23/5. Volume light. Oil over $108.
AMEL up 33. PTOS up 23. EFOI, LEOM up 16. PPRW up 14.
CSKH down 25. BHWX down 22. WWPW down 21. BLQN down 17. CABN down 14. NENE down 13. Solars hit by the German news: HSOL down 9, FSLR down 7, CSIQ, JASO down 6. LSCG down 2.
THURSDAY NOONISH
(stock #'s in %)
Market up 45/18/3. Volume normal. Oil $106. Sorry for the lapse. Puter caught the flu.
AMEL up 28. Looks like turnaround. EFOI up 25. 6-day tear - triple. LEOM up 20. Back over 2 more lines after opening surge.
CSKH down 23. BHWX down 22. WWPW down 21. CABN down 14. FCEL, BLDP down 8. LSCG down 6. Solars all down 6 or so. NENE back 5 after 2-day run up over last 200-day line.
Onward and upward, pards.
Market up 45/18/3. Volume normal. Oil $106. Sorry for the lapse. Puter caught the flu.
AMEL up 28. Looks like turnaround. EFOI up 25. 6-day tear - triple. LEOM up 20. Back over 2 more lines after opening surge.
CSKH down 23. BHWX down 22. WWPW down 21. CABN down 14. FCEL, BLDP down 8. LSCG down 6. Solars all down 6 or so. NENE back 5 after 2-day run up over last 200-day line.
Onward and upward, pards.
Monday, February 20, 2012
STUFF
US-Mexico agreement to open up oil/NG development along border offshore in GOM.
Ecuador ordered to halt $18B penalty against Chevron.
River bromide levels high despite recycling of most Marcellus wastewater.
BP refinery fire in WA.
EPA says E15 blend passed key health test. Step closer to OK. O, but how about the effect on engines, corn market and the extra fertilizer and pesticides going down the rivers or into aquifers? Why can't we stop this crap?
New research found ocean vents a harbinger of acidic future.
China dwarfs Western lending for Central Am energy, infrastructure.
Insurers overcharging to cover disasters: consumer group. G, we couldn't have figured that out.
Strong Asian demand boosting outlook for Powder River Basin coal producer.
Nanosolar got $20M infusion.
Utilidata landed undisclosed amount for their digital signal processing tech that can fine-tune grid voltage.
Subsidies in place for wind power in Latin Am, SE Asia, Turkey. But the lapse of PTC in December for US will have serious effect on the industry and jobs and econ. Why the hell does Congress keep doing that? Even if they reinstate it later this year, the damage is done for '13 and '14.
China stepping up to maybe help Europe stay out of recession while Moody's planning to downgrade 114 Euro financial institutions.
Saudi Aramco plans to re-open oldest oil field for 1st time in 30 years.
S. Sudan oil production shut down 3 weeks now.
4th licensing round in May for Iraq's oil/NG.
Venezuela supplying diesel to Syria (for military). Undermines Western sanctions.
China's water shortages, river pollution, deteriorating aquatic ecosystems a growing threat to econ, social development.
Conoco Phillips selling Vietnam assets to French comp for $1.29B.
Gazprom says it's not joining frenzy over shale gas assets.
Talisman Energy (Can) cutting Marcellus production until NG gets back above $4.
Maersk, world largest container ship owners, developing biofuels from organic waste to cut emissions, $6B/y fuel costs.
Former Shell CEO Hoffmeister: "we live in a nation (US) that has more oil than it will ever use." Really?! Then why the hell have we gone through all this agony over using Mideast oil?!
BFRE subsid announced cellulosic sugar plant project in S. Korea backed by Chevron and Korean comp. Will process 2 tons of construction, demolition debris per day.
Scot scientists have developed "electric leaf". Uses solar energy to produce oil-like HC.
Ecuador ordered to halt $18B penalty against Chevron.
River bromide levels high despite recycling of most Marcellus wastewater.
BP refinery fire in WA.
EPA says E15 blend passed key health test. Step closer to OK. O, but how about the effect on engines, corn market and the extra fertilizer and pesticides going down the rivers or into aquifers? Why can't we stop this crap?
New research found ocean vents a harbinger of acidic future.
China dwarfs Western lending for Central Am energy, infrastructure.
Insurers overcharging to cover disasters: consumer group. G, we couldn't have figured that out.
Strong Asian demand boosting outlook for Powder River Basin coal producer.
Nanosolar got $20M infusion.
Utilidata landed undisclosed amount for their digital signal processing tech that can fine-tune grid voltage.
Subsidies in place for wind power in Latin Am, SE Asia, Turkey. But the lapse of PTC in December for US will have serious effect on the industry and jobs and econ. Why the hell does Congress keep doing that? Even if they reinstate it later this year, the damage is done for '13 and '14.
China stepping up to maybe help Europe stay out of recession while Moody's planning to downgrade 114 Euro financial institutions.
Saudi Aramco plans to re-open oldest oil field for 1st time in 30 years.
S. Sudan oil production shut down 3 weeks now.
4th licensing round in May for Iraq's oil/NG.
Venezuela supplying diesel to Syria (for military). Undermines Western sanctions.
China's water shortages, river pollution, deteriorating aquatic ecosystems a growing threat to econ, social development.
Conoco Phillips selling Vietnam assets to French comp for $1.29B.
Gazprom says it's not joining frenzy over shale gas assets.
Talisman Energy (Can) cutting Marcellus production until NG gets back above $4.
Maersk, world largest container ship owners, developing biofuels from organic waste to cut emissions, $6B/y fuel costs.
Former Shell CEO Hoffmeister: "we live in a nation (US) that has more oil than it will ever use." Really?! Then why the hell have we gone through all this agony over using Mideast oil?!
BFRE subsid announced cellulosic sugar plant project in S. Korea backed by Chevron and Korean comp. Will process 2 tons of construction, demolition debris per day.
Scot scientists have developed "electric leaf". Uses solar energy to produce oil-like HC.
MORE STUFF
US, Canada, Mexico, 3 other countries formed coalition to reduce methane, HFCs and soot emissions. $15M initial funding; $12M from US, $3M from Canada. These pollutants are short-lived - a few days to ~12 years - unlike CO2 which lasts up to 100 years in atmos. The short-lived contribute ~1/3 to global warming.
Interior approved Shell's spill plan for new Arctic drilling. May start this summer.
Upside to China pollution: more snow in Sierra Nevada.
Study: coal-to-NG switch will yield low emission advantages because of methane leakage at well, in transmission.
Europe going to push for world environment agency at Rio conference this summer.
Rockefeller's Standard Oil at one time was worth >$1T before the 1911 breakup into 34 companies. What can I say, I like history.
Last year lobbyists spent $3.79B to influence policy. $17M/day. I like facts too.
Tax credit for wind failed in Congress last Thursday. While 13GW of wind generation in IL waits to get connected to the grid.
>1/5th Cape Wind proposed generation still unsold.
New hydro plant to be built in Peru.
UN planning solar energy for 33M people in Africa, Asia.
Lockheed Martin to develop biomass facility in Alberta.
Are current NG prices a trap? After utilities convert from coal, LNG export infrastructure gets built and trucks and buses convert to NG will the prices zoom up like oil? Just thinking outloud.
China today barking at Iran over stopping oil shipments to some Euro countries. And warning Syria about the civil war. So. China stepping up.
You have to enrich uranium 238 to 90% or better for weapons. 20-30% for energy generation. Will the UN inspectors now in Iran be able to report truthfully how much Iran's uranium is enriched?
O yea, Israel has ~200 nukes.
Back to clean energy, >1.5M EV charging stations will be available in US in 5 years, 7.7M worldwide. Revenues for makers of the equipment will reach >$4.3B then. $400M in '11.
Interior approved Shell's spill plan for new Arctic drilling. May start this summer.
Upside to China pollution: more snow in Sierra Nevada.
Study: coal-to-NG switch will yield low emission advantages because of methane leakage at well, in transmission.
Europe going to push for world environment agency at Rio conference this summer.
Rockefeller's Standard Oil at one time was worth >$1T before the 1911 breakup into 34 companies. What can I say, I like history.
Last year lobbyists spent $3.79B to influence policy. $17M/day. I like facts too.
Tax credit for wind failed in Congress last Thursday. While 13GW of wind generation in IL waits to get connected to the grid.
>1/5th Cape Wind proposed generation still unsold.
New hydro plant to be built in Peru.
UN planning solar energy for 33M people in Africa, Asia.
Lockheed Martin to develop biomass facility in Alberta.
Are current NG prices a trap? After utilities convert from coal, LNG export infrastructure gets built and trucks and buses convert to NG will the prices zoom up like oil? Just thinking outloud.
China today barking at Iran over stopping oil shipments to some Euro countries. And warning Syria about the civil war. So. China stepping up.
You have to enrich uranium 238 to 90% or better for weapons. 20-30% for energy generation. Will the UN inspectors now in Iran be able to report truthfully how much Iran's uranium is enriched?
O yea, Israel has ~200 nukes.
Back to clean energy, >1.5M EV charging stations will be available in US in 5 years, 7.7M worldwide. Revenues for makers of the equipment will reach >$4.3B then. $400M in '11.
Friday, February 17, 2012
FRIDAY CLOSE
(stock #'s in %)
Dow up 45, Naz down 8, S&P up 3. Volume heavy. Oil up over $103.
CRGE up 82. Jump off 50-day lines. PTOS up 36. CABN up 32. AEHI up 30. CCGI up 28. PPRW up 26. MMMW up 23. VNDB up 19. CSIQ up 17. SPWR, NEXS, JASO, DSTI up 8. FSLR, BFRE up 7. ALTI up 6.
MKTY down 33. MGLT down 28. AMEL down 21. CSOL down 17. EMKR down 10. ZAAP down 9. LEOM down 4 more. NENE down 3.
Dow up 45, Naz down 8, S&P up 3. Volume heavy. Oil up over $103.
CRGE up 82. Jump off 50-day lines. PTOS up 36. CABN up 32. AEHI up 30. CCGI up 28. PPRW up 26. MMMW up 23. VNDB up 19. CSIQ up 17. SPWR, NEXS, JASO, DSTI up 8. FSLR, BFRE up 7. ALTI up 6.
MKTY down 33. MGLT down 28. AMEL down 21. CSOL down 17. EMKR down 10. ZAAP down 9. LEOM down 4 more. NENE down 3.
FRIDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume double normal (options Friday). Oil up near $103. US leading indicators up .4% in Jan.
Solar rally for some reason. SPWR up 22. VNDB up 19. CSIQ up 13. AMLM up 11. HSOL up 9. DSTI, EFOI, FSLR, LEOM up 8. SPIR, JASO up 7. URRE up 6, up to 200-day lines. ENOC up 4, over 50-day lines. CSUN up 3.
CSOL down 21. EMKR down 12. AMEL down 6. QTWW down 5, back under 50-days. LSCG down 2.
Market flat and mixed. Volume double normal (options Friday). Oil up near $103. US leading indicators up .4% in Jan.
Solar rally for some reason. SPWR up 22. VNDB up 19. CSIQ up 13. AMLM up 11. HSOL up 9. DSTI, EFOI, FSLR, LEOM up 8. SPIR, JASO up 7. URRE up 6, up to 200-day lines. ENOC up 4, over 50-day lines. CSUN up 3.
CSOL down 21. EMKR down 12. AMEL down 6. QTWW down 5, back under 50-days. LSCG down 2.
Thursday, February 16, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 123/44/14. S&P over 1,350. Volume normal. Oil up over $102. Tomorrow options Friday. Market closed Monday. Greece EU rescue may be on Monday.
EMKR up $4.66 to $5.23 on reverse split. Surprising. EFOI up 32. 2-day rise from 50-day lines to 200-day lines. VNDB up 25. CPWY up 23. ITRI up 20. NPWZ up 17. SPWR up 14 after hours after reporting. CRGE up 12. NGLPF up 10. NENE up 9. NEXS up 8. CREE, URRE up 7. AMEL up 6. ASYS, SZYM, XIDE up 5. ZOLT up 4. SATC up 3. LSCG up 2.
BLQN, AEHI down 28. SYNM, AMLM down 10. WEST, DSTI down 5. MXWL down 4 after reporting. LEOM down 4. SPIR down 3.
Market up 123/44/14. S&P over 1,350. Volume normal. Oil up over $102. Tomorrow options Friday. Market closed Monday. Greece EU rescue may be on Monday.
EMKR up $4.66 to $5.23 on reverse split. Surprising. EFOI up 32. 2-day rise from 50-day lines to 200-day lines. VNDB up 25. CPWY up 23. ITRI up 20. NPWZ up 17. SPWR up 14 after hours after reporting. CRGE up 12. NGLPF up 10. NENE up 9. NEXS up 8. CREE, URRE up 7. AMEL up 6. ASYS, SZYM, XIDE up 5. ZOLT up 4. SATC up 3. LSCG up 2.
BLQN, AEHI down 28. SYNM, AMLM down 10. WEST, DSTI down 5. MXWL down 4 after reporting. LEOM down 4. SPIR down 3.
STUFF
Dynamic Fuels/Mansfield Oil to supply Norfolk Southern with renewable diesel.
Banchak Petro (Thailand) to invest $64M in Laos, Cambodia 200k liters/d ethanol plants.
Globally, ag uses 92% of freshwater.
Obama '13 budget proposes boost of EV tax credit to $10k.
FERC creating division to monitor el, NG trading.
Alaska North Slope well had blowout. Will be test of environ protection.
Research found humanity's sprawling nitrogen footprint could have devastating effects on health, ecology, climate.
Extreme summer temps becoming new normal.
Cape Wind found buyer for 1/4 of its planned power.
Energy storage market likely to quadruple next 5 years. Subsidies probably will jump start it. Now, 90% in thermal storage (1GW) or renewable gen captured as pumped hydro (115MW) and compressed air (500MW). Batt storage likely to leap and flywheel tech to gain.
Itron reported good Q/Yr numbers. Revs up 8% yoy. Beat analysts #'s. That can always be a setup, though. The $100M deal was their buying their cellular smart metering partner. And they're launching a project with Cisco and National Grid (UK).
Solar Frontier (JP) shipped 13MW CIGS thin-film solar modules to NRG this month. SF 2nd largest thin-film provider in '11 (577MW) behind FSLR. Efficiency a bit better than FLSR's, but no disclosure on cost/w.
World is burning 10x as much energy as century ago. Increasing rapidly.
Iran's new ability to make nuke rods may be for show as US suggested. Rods not that hard to make. But require years of safety testing. But, anything to do with weapons production?
N. Sudan seized 2.4M bls of S. Sudan's oil for "transit" (pipeline) fees.
Baghdad told Exxon they're no longer eligible to bid on contracts because of Kurd deal. Big X may just stick with the Kurds.
Major oil pipe blown up in Syria. Yemen oil workers on strike.
Belgian biodiesel producer filed for bankruptcy.
BP to quadruple sugarcane production in Brazil to 30M met tons/yr by '17. Boosting cane area 35%.
And on we go, pards.
Banchak Petro (Thailand) to invest $64M in Laos, Cambodia 200k liters/d ethanol plants.
Globally, ag uses 92% of freshwater.
Obama '13 budget proposes boost of EV tax credit to $10k.
FERC creating division to monitor el, NG trading.
Alaska North Slope well had blowout. Will be test of environ protection.
Research found humanity's sprawling nitrogen footprint could have devastating effects on health, ecology, climate.
Extreme summer temps becoming new normal.
Cape Wind found buyer for 1/4 of its planned power.
Energy storage market likely to quadruple next 5 years. Subsidies probably will jump start it. Now, 90% in thermal storage (1GW) or renewable gen captured as pumped hydro (115MW) and compressed air (500MW). Batt storage likely to leap and flywheel tech to gain.
Itron reported good Q/Yr numbers. Revs up 8% yoy. Beat analysts #'s. That can always be a setup, though. The $100M deal was their buying their cellular smart metering partner. And they're launching a project with Cisco and National Grid (UK).
Solar Frontier (JP) shipped 13MW CIGS thin-film solar modules to NRG this month. SF 2nd largest thin-film provider in '11 (577MW) behind FSLR. Efficiency a bit better than FLSR's, but no disclosure on cost/w.
World is burning 10x as much energy as century ago. Increasing rapidly.
Iran's new ability to make nuke rods may be for show as US suggested. Rods not that hard to make. But require years of safety testing. But, anything to do with weapons production?
N. Sudan seized 2.4M bls of S. Sudan's oil for "transit" (pipeline) fees.
Baghdad told Exxon they're no longer eligible to bid on contracts because of Kurd deal. Big X may just stick with the Kurds.
Major oil pipe blown up in Syria. Yemen oil workers on strike.
Belgian biodiesel producer filed for bankruptcy.
BP to quadruple sugarcane production in Brazil to 30M met tons/yr by '17. Boosting cane area 35%.
And on we go, pards.
THURSDAY OPEN
(stock #'s in %)
Market up 60/13/4. Volume slightly above avg. Oil over $101. Philly manufacturing rose above estimates.
MGLT up 52. CPWY up 33. ITRI up 20 on upgrade, $100M contract; jump over 200-day lines. AMEL up 12. NENE up 3.
SPIR down 12. AMLM down 10. WEST down 6 after reporting and announcement of merger. ULBI down 5 after reporting. LSCG down 3 with news.
Market up 60/13/4. Volume slightly above avg. Oil over $101. Philly manufacturing rose above estimates.
MGLT up 52. CPWY up 33. ITRI up 20 on upgrade, $100M contract; jump over 200-day lines. AMEL up 12. NENE up 3.
SPIR down 12. AMLM down 10. WEST down 6 after reporting and announcement of merger. ULBI down 5 after reporting. LSCG down 3 with news.
Wednesday, February 15, 2012
STUFF
Iran Ur enrichment plant now fully functional they say. US sent carrier group up the Hormuz. Who will fire the 1st shot?
Eni found another major discovery off Africa.
US, EU signed pact linking their organic ag markets.
Taiwan building new nuke plant. Waste building up at old ones.
Major debate: will US build LNG exporting industry or no?
Obama '13 budget boosts fossil energy R&D 21%, cuts clean coal 25%.
Bolivian supervolcano capable of explosion 1k x Mt St Helens. That would do it. Risen >.5inch/y ~20 y.
US military budget emphasizing E efficiency, biofuels.
US, India opened fresh talks on climate probs.
Cap and trade curbed acid rain. Could do same for CO2. But methane is the low hanging fruit.
Cisco's smart grid chief moved to Microsoft.
Samsung may be giving up solar domination plans.
DOE loan guarantee program may have done better than VC's. Chu is a known genius. Wonder what Barrack's IQ is.
Lemnis. Co-founder a grandson of founder of Phillips. Lemnis has $5 LED bulb (25w equiv). 1 yr warranty. 5th gen bulbs. Beginning of 10-y transition. .2% of US homes have LED lights. Lemnis may be world's leading supplier. Their bulbs paying out in <2y. 51 light points in avg home. Not big margins tho. Website sales.
Biofuels, materials raised $1.3B equity last 12 mo.
Eni found another major discovery off Africa.
US, EU signed pact linking their organic ag markets.
Taiwan building new nuke plant. Waste building up at old ones.
Major debate: will US build LNG exporting industry or no?
Obama '13 budget boosts fossil energy R&D 21%, cuts clean coal 25%.
Bolivian supervolcano capable of explosion 1k x Mt St Helens. That would do it. Risen >.5inch/y ~20 y.
US military budget emphasizing E efficiency, biofuels.
US, India opened fresh talks on climate probs.
Cap and trade curbed acid rain. Could do same for CO2. But methane is the low hanging fruit.
Cisco's smart grid chief moved to Microsoft.
Samsung may be giving up solar domination plans.
DOE loan guarantee program may have done better than VC's. Chu is a known genius. Wonder what Barrack's IQ is.
Lemnis. Co-founder a grandson of founder of Phillips. Lemnis has $5 LED bulb (25w equiv). 1 yr warranty. 5th gen bulbs. Beginning of 10-y transition. .2% of US homes have LED lights. Lemnis may be world's leading supplier. Their bulbs paying out in <2y. 51 light points in avg home. Not big margins tho. Website sales.
Biofuels, materials raised $1.3B equity last 12 mo.
WEDNESDAY OPEN
(stock #'s in %)
Market mixed and flat. Volume a little above avg. Oil over $101.
PTOS up 16. SYNM, ASTI up 6. CREE, AMEL, CSKH up 5. SATC up 2.
ACPW down 17. IFXY down 14. APWR down 8. NENE down 4. LSCG down 1.
Market mixed and flat. Volume a little above avg. Oil over $101.
PTOS up 16. SYNM, ASTI up 6. CREE, AMEL, CSKH up 5. SATC up 2.
ACPW down 17. IFXY down 14. APWR down 8. NENE down 4. LSCG down 1.
Tuesday, February 14, 2012
STUFF
SPWR sueing Solar City, ex-employees for theft of customer data.
Obama '13 budget revives solar tax credit, eliminates $4B fossil fuel subsidies.
Noble Energy (US) announced discovery of major NG prospect in deep water off Israel coast.
GTL Resources cut ethanol output 7% at IL biorefinery, citing depressed margins.
China to reduce corn ethanol production next 5 yrs. Also increasing grain imports.
Greek economy down 6.8% in '11.
Obama '13 budget revives solar tax credit, eliminates $4B fossil fuel subsidies.
Noble Energy (US) announced discovery of major NG prospect in deep water off Israel coast.
GTL Resources cut ethanol output 7% at IL biorefinery, citing depressed margins.
China to reduce corn ethanol production next 5 yrs. Also increasing grain imports.
Greek economy down 6.8% in '11.
TUESDAY CLOSE
(stock #'s in %)
Market came back to flat. Volume normal. Oil under $101.
MKTY up 66. PBOF up 46. CSKH up 45. SYNM up 24. One to watch. ECOS up 13. BFRE up 12. XSNX, LTBR up 6. APWR up 5. They've been sneaking up, now over 50-day lines.
CLNO down 34. VNDB down 33. ACPW down 18 after hours after reporting. EMKR flat after reporting. BHWX down 16. SATC, NGBF, ZIP down 14. CCGI down 12. AMEL down 9 more. NEXS down 8.
Market came back to flat. Volume normal. Oil under $101.
MKTY up 66. PBOF up 46. CSKH up 45. SYNM up 24. One to watch. ECOS up 13. BFRE up 12. XSNX, LTBR up 6. APWR up 5. They've been sneaking up, now over 50-day lines.
CLNO down 34. VNDB down 33. ACPW down 18 after hours after reporting. EMKR flat after reporting. BHWX down 16. SATC, NGBF, ZIP down 14. CCGI down 12. AMEL down 9 more. NEXS down 8.
TUESDAY OPEN
(stock #'s in %)
Market down 34/12/5 on retail sales numbers. Volume a little light. Oil up over $101.
CSKH up 63. SYNM up 30 on news, bust out over all the lines. NGBF up 14. LTBR up another 13. NGLPF up 11. BLDW up 10. XSNX up 6. LSCG up 2.
ENER down 80 after filing bankruptcy. VNDB down 33. BHWX down 16. ZIP down 13 after reporting wider losses. MMMW down 11. FSLR down 8, leading solars down on more bad news from Germany on subsidies. NENE down 5.
Market down 34/12/5 on retail sales numbers. Volume a little light. Oil up over $101.
CSKH up 63. SYNM up 30 on news, bust out over all the lines. NGBF up 14. LTBR up another 13. NGLPF up 11. BLDW up 10. XSNX up 6. LSCG up 2.
ENER down 80 after filing bankruptcy. VNDB down 33. BHWX down 16. ZIP down 13 after reporting wider losses. MMMW down 11. FSLR down 8, leading solars down on more bad news from Germany on subsidies. NENE down 5.
Monday, February 13, 2012
MO STUFF
Solar Junction got $19M for CPV semiconductor manufacturing process.
Palo Alto coming up with FIT for PV.
Misplaced decimal point in news story on Hawaii utility bill increases from solar installs. Put homeowners' cost at $3/month v. actual 30 cents. 76% of Hawaii's el still coming from oil. Cost of oil dependency in '11 was up $61/mo v. solar's 30 cents. Unbelievable, right? Let alone wind and geothermal.
Obama's new budget reportedly pits "Yuppies" v. the "Overclass".
France lifted their ban on short selling. Watch out.
Obama urging end to Saturday mail delivery. Who needs it?
Childhood abuse disrupts brain formation.
Palo Alto coming up with FIT for PV.
Misplaced decimal point in news story on Hawaii utility bill increases from solar installs. Put homeowners' cost at $3/month v. actual 30 cents. 76% of Hawaii's el still coming from oil. Cost of oil dependency in '11 was up $61/mo v. solar's 30 cents. Unbelievable, right? Let alone wind and geothermal.
Obama's new budget reportedly pits "Yuppies" v. the "Overclass".
France lifted their ban on short selling. Watch out.
Obama urging end to Saturday mail delivery. Who needs it?
Childhood abuse disrupts brain formation.
STUFF
Japan's Tepco to install 17M smart meters. Who gets that contract?
367MW offshore wind farm - world's largest - opened for biz off Brit coast. Brits now have 1.5GW installed offshore, 18GW by '20 the plan.
Half of Greece's under-24 population without work. Owee Howee. Industrial output down 11% in Dec from last year. What the hell. No wonder they're rioting in the streets.
DOE announced $12M ($12 MILLION!) to speed up solar innovation (SunShot). Aps due in April. $60M invested since '07. G. 60 million dollars. Huh. Already catalyzed over $1.6B in private investment. Already came up with GE's Cd/Te solar push after FSLR already had it. What really is going on here.
Fed research lab concluded Chinese costs to produce and ship solar to US exceeded US solar production costs. Huh.
DOE to launch new energy innovation hub for advanced research on batts and energy storage. Up to $120M over 5 years. O give me a break. Up to $20M in '12. Are we that frackin broke?!
GM investing in Hydrogen tech for renewable storage and vehicles. How much GM?
Last year the Fed made $77B profit for the US govt. The interest on $3T. $676B new dollars.
Dominion shutting down 83-year-old coal plant in SE Chicago. Boilers go back to '55 and '63. 2 years ahead of planned. EPA the problem. Yeah, well, no more of that pollution.
Arch Coal reducing mine production. Weak demand. Australian mines reopened after floods. Global econ. Mild winter (don't tell Europe that).
Canadian PM wants energy independence. From the USA.
Oil/gas development raising pollution levels along Front Range.
Bridgelux got $25M from China for GaN
367MW offshore wind farm - world's largest - opened for biz off Brit coast. Brits now have 1.5GW installed offshore, 18GW by '20 the plan.
Half of Greece's under-24 population without work. Owee Howee. Industrial output down 11% in Dec from last year. What the hell. No wonder they're rioting in the streets.
DOE announced $12M ($12 MILLION!) to speed up solar innovation (SunShot). Aps due in April. $60M invested since '07. G. 60 million dollars. Huh. Already catalyzed over $1.6B in private investment. Already came up with GE's Cd/Te solar push after FSLR already had it. What really is going on here.
Fed research lab concluded Chinese costs to produce and ship solar to US exceeded US solar production costs. Huh.
DOE to launch new energy innovation hub for advanced research on batts and energy storage. Up to $120M over 5 years. O give me a break. Up to $20M in '12. Are we that frackin broke?!
GM investing in Hydrogen tech for renewable storage and vehicles. How much GM?
Last year the Fed made $77B profit for the US govt. The interest on $3T. $676B new dollars.
Dominion shutting down 83-year-old coal plant in SE Chicago. Boilers go back to '55 and '63. 2 years ahead of planned. EPA the problem. Yeah, well, no more of that pollution.
Arch Coal reducing mine production. Weak demand. Australian mines reopened after floods. Global econ. Mild winter (don't tell Europe that).
Canadian PM wants energy independence. From the USA.
Oil/gas development raising pollution levels along Front Range.
Bridgelux got $25M from China for GaN
MONDAY CLOSE
(stock #'s in %'s)
Market up 72/27/9. Volume under normal. Hello. Oil over $100. S&P hit 1,350 again. And Japan GDP down 2.3% in Q4.
ECOS up 71. VNDB up 60. CRGE up 50. NEXS up 28. Hello. WWPW up 23. GEVO up 18. Hello some more. KNDI up 15. I'm not even checking charts. Thats like extra works. Passing it off to you guys. MMMW, NGBF up 12. APWR, BLDW up 11. FSYS, XSNX up 10. CSUN, LEOM up 8. ENER, NENE up 6. SPIR up 5. FCEL, AONE up 4. SATC, CABN up 3.
MGLT down 45. MKTY down 33. CPWY down 32. BLQN down 27. CSKH down 15. They may be out of the game. AMEL down 14. Glad I sold that. But don't count them out. TMEN down 13. LSCG down 10. How low are they going to go? AMSC down 7. QTWW down 6. FSLR down 4.
Market up 72/27/9. Volume under normal. Hello. Oil over $100. S&P hit 1,350 again. And Japan GDP down 2.3% in Q4.
ECOS up 71. VNDB up 60. CRGE up 50. NEXS up 28. Hello. WWPW up 23. GEVO up 18. Hello some more. KNDI up 15. I'm not even checking charts. Thats like extra works. Passing it off to you guys. MMMW, NGBF up 12. APWR, BLDW up 11. FSYS, XSNX up 10. CSUN, LEOM up 8. ENER, NENE up 6. SPIR up 5. FCEL, AONE up 4. SATC, CABN up 3.
MGLT down 45. MKTY down 33. CPWY down 32. BLQN down 27. CSKH down 15. They may be out of the game. AMEL down 14. Glad I sold that. But don't count them out. TMEN down 13. LSCG down 10. How low are they going to go? AMSC down 7. QTWW down 6. FSLR down 4.
MONDAY OPEN
(stock #'s in %)
Market up 35/12/4. Volume normal. Oil up near $100. Greece voted for the austerity plan.
ECOS up 97. Back to a little more reality, BLDW up 14. MMMW up 12. CABN up 11 on news. Now real reality, ENER up 9. LEOM up 8. NENE up 3.
CPWY down 20. BHWX down 16. LSCG, NGLPF, RNNM down 10.
Market up 35/12/4. Volume normal. Oil up near $100. Greece voted for the austerity plan.
ECOS up 97. Back to a little more reality, BLDW up 14. MMMW up 12. CABN up 11 on news. Now real reality, ENER up 9. LEOM up 8. NENE up 3.
CPWY down 20. BHWX down 16. LSCG, NGLPF, RNNM down 10.
Friday, February 10, 2012
FRIDAY CLOSE
(stock #'s in %)
Market down 89/23/9. Volume a little light, but a Friday. Dow came back 40+ at day end. S&P downgraded Italian banks.
SPIR up 36, a leap off 50-day lines. There was news yesterday. TMEN up 15, back over 200-day lines. XDSL, ECOS, IFXY up 12. RNNM up 11. ENER up 10, over last 200-day line.
BLDW down 31. AMRS down 28, I think it keeps going down. Problems with scaling up. XIDE down 24, back to 50-day lines. ASYS down 17, dipped under 50-days. PTOS down 16. NENE, LEOM down 11. NENE's rise stopped. LEOM under all lines. FSLR, ELON, BIOF down 10. ELON back to 50-day. FSLR project loan problem and plans to idle half its German factory. SATC down 9. Back to 50's. XSNX down 8.
Market down 89/23/9. Volume a little light, but a Friday. Dow came back 40+ at day end. S&P downgraded Italian banks.
SPIR up 36, a leap off 50-day lines. There was news yesterday. TMEN up 15, back over 200-day lines. XDSL, ECOS, IFXY up 12. RNNM up 11. ENER up 10, over last 200-day line.
BLDW down 31. AMRS down 28, I think it keeps going down. Problems with scaling up. XIDE down 24, back to 50-day lines. ASYS down 17, dipped under 50-days. PTOS down 16. NENE, LEOM down 11. NENE's rise stopped. LEOM under all lines. FSLR, ELON, BIOF down 10. ELON back to 50-day. FSLR project loan problem and plans to idle half its German factory. SATC down 9. Back to 50's. XSNX down 8.
FRIDAY OPEN
(stock #'s in %)
Market down 125/24/11. Volume a little above avg. Oil down under $99. Greek deal fell through.
CPWY up 45. SPIR up 36. NGBF up 31. XDSL up 24 on more news. ENER up 9 more. AONE bounce back up 8. RSOL up 7.
AMRS down 27 on downgrade. XIDE down 21 after reporting last night. ASYS down 20 also after reporting. EFOI down 13. XSNX, SENY down 10. FSLR, SATC down 8, FSLR on news of delay on a major project. NENE down 3. LSCG down 2.
Market down 125/24/11. Volume a little above avg. Oil down under $99. Greek deal fell through.
CPWY up 45. SPIR up 36. NGBF up 31. XDSL up 24 on more news. ENER up 9 more. AONE bounce back up 8. RSOL up 7.
AMRS down 27 on downgrade. XIDE down 21 after reporting last night. ASYS down 20 also after reporting. EFOI down 13. XSNX, SENY down 10. FSLR, SATC down 8, FSLR on news of delay on a major project. NENE down 3. LSCG down 2.
Thursday, February 9, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 6/11/1. Just like yesterday. Volume a little heavy. Oil still under $100.
XDSL up 20. Humongous volume. May be bought out to go private equity the story. SPWR up 12. Boy did they come back. Within days. 2 um days. CSUN, URRE up 10. URRE maybe on NRC approval of new reactors in US. JASO, BIOF, NENE up 8. NENE making a move. CSIQ, DSTI, AMRS, ELON, EFOI up 7. FSLR up 6. A big boy. HSOL up 5. CREE up 5. ENER, SATC, PEIX up 4. ZOLT I think bottomed out.
CPWY down 36. AONE down 23. On Fisker news? Definitely on huge volume. ECOS down 20. PPRW, WWPW down 18. Volume weinees. LEOM down 15. Shuckin against day lines. AMSC, ASTI, XSNX down 7. CABN down 6. LSCG flat.
Market up 6/11/1. Just like yesterday. Volume a little heavy. Oil still under $100.
XDSL up 20. Humongous volume. May be bought out to go private equity the story. SPWR up 12. Boy did they come back. Within days. 2 um days. CSUN, URRE up 10. URRE maybe on NRC approval of new reactors in US. JASO, BIOF, NENE up 8. NENE making a move. CSIQ, DSTI, AMRS, ELON, EFOI up 7. FSLR up 6. A big boy. HSOL up 5. CREE up 5. ENER, SATC, PEIX up 4. ZOLT I think bottomed out.
CPWY down 36. AONE down 23. On Fisker news? Definitely on huge volume. ECOS down 20. PPRW, WWPW down 18. Volume weinees. LEOM down 15. Shuckin against day lines. AMSC, ASTI, XSNX down 7. CABN down 6. LSCG flat.
STUFF
Euro central banks to offer new stimulus.
E.ON N Am secured $122M from JP Morgan and Wells Fargo in exchange for partial interest in recently completed wind project.
Vestas posted steep full-year loss. Some execs quit.
Global wind energy installs up 21% in '11.
S Korea voted for cap-and-trade system.
UK to scale back solar subsidies.
Global food prices had 1st monthly jump since July.
Iran oil shipments to China at ~ half of last year's level. They're bargaining over long-term contracts. Iran imports half their food. Reports of payment default lately on Indian rice. (I believe there's still an issue of India paying for Iranian oil.)
GPRE revenues up 60% in '11. Profits down.
EU energy commissioner against raising biofuel blending above 10% until sustainability issues addressed.
Marubeni investing $652M in 3rd sugarcane ethanol project in Angola.
NRC approved 1st new reactors since '78 - Southern Co's 2 new reactors in GA. $14B.
E.ON N Am secured $122M from JP Morgan and Wells Fargo in exchange for partial interest in recently completed wind project.
Vestas posted steep full-year loss. Some execs quit.
Global wind energy installs up 21% in '11.
S Korea voted for cap-and-trade system.
UK to scale back solar subsidies.
Global food prices had 1st monthly jump since July.
Iran oil shipments to China at ~ half of last year's level. They're bargaining over long-term contracts. Iran imports half their food. Reports of payment default lately on Indian rice. (I believe there's still an issue of India paying for Iranian oil.)
GPRE revenues up 60% in '11. Profits down.
EU energy commissioner against raising biofuel blending above 10% until sustainability issues addressed.
Marubeni investing $652M in 3rd sugarcane ethanol project in Angola.
NRC approved 1st new reactors since '78 - Southern Co's 2 new reactors in GA. $14B.
THURSDAY OPEN
(stock #'s in %)
Market down 27/9/4. Volume heavy. Oil up under $100. Greece deal. UK factory output up.
BLDW up 24. XDSL up 20 on news. PSPW up 16 on news. CCTC up 12. JASO, HSOL, CSUN, DSTI up 4. CSIQ, FCEL up 3.
CPWY down 26. AMLM down 20. AONE down 12 on downgrade. BFRE, AMSC down 11, AMSC on Q report. ECOS down 10. LEOM down 6, down to several bottom lines. ASTI down 5. ZOLT down 4 more, covering the gap from days ago. ABAT, AMEL, CABN down 3.
Market down 27/9/4. Volume heavy. Oil up under $100. Greece deal. UK factory output up.
BLDW up 24. XDSL up 20 on news. PSPW up 16 on news. CCTC up 12. JASO, HSOL, CSUN, DSTI up 4. CSIQ, FCEL up 3.
CPWY down 26. AMLM down 20. AONE down 12 on downgrade. BFRE, AMSC down 11, AMSC on Q report. ECOS down 10. LEOM down 6, down to several bottom lines. ASTI down 5. ZOLT down 4 more, covering the gap from days ago. ABAT, AMEL, CABN down 3.
Wednesday, February 8, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 5/11/2. Volume normal. Oil up.
CPWY up 52. NGBF up 31. Chinese solars did well. HSOL up 23. JASO, CSIQ up 11. CSUN up 5. CRGE up 20. NGBF up 31. BFRE, SENY up 16. EFOI up 13. AMSC, BYDDF, BLDP up 10. AONE, CERP up 8. FCEL up 7.
MKTY down 34. CSKH down 18. SATC down 15. MGLT down 13. ECOS down 11. XSNX down 10. CCTC down 7.
Market up 5/11/2. Volume normal. Oil up.
CPWY up 52. NGBF up 31. Chinese solars did well. HSOL up 23. JASO, CSIQ up 11. CSUN up 5. CRGE up 20. NGBF up 31. BFRE, SENY up 16. EFOI up 13. AMSC, BYDDF, BLDP up 10. AONE, CERP up 8. FCEL up 7.
MKTY down 34. CSKH down 18. SATC down 15. MGLT down 13. ECOS down 11. XSNX down 10. CCTC down 7.
STUFF
US, Japan comps have eyes on Cambodia for next NG development.
Melting ice sheets already seen driving sea level rise. After glaciers.
First Energy to close 3 WV coal plants, blaming EPA.
DOE failed to ensure cybersecurity of stimulus smart grid projects: IG.
San Fran rolling out electric bike sharing program.
Workers cooled Fukushima reactor after temp spike. It's still alive. Eeee.
NREL: cost difference between Chinese and US solar panels disappears when shipping is included. Huh.
100k EV's estimated to hit Israeli roads this year.
Turkey plans to cut NG power in favor of coal and nuke. Really.
Coal lobby warning wind farms may blow Earth off orbit. Jokes are still fun. Would love to see their science on that. OK, the wind slows down ...
Melting ice sheets already seen driving sea level rise. After glaciers.
First Energy to close 3 WV coal plants, blaming EPA.
DOE failed to ensure cybersecurity of stimulus smart grid projects: IG.
San Fran rolling out electric bike sharing program.
Workers cooled Fukushima reactor after temp spike. It's still alive. Eeee.
NREL: cost difference between Chinese and US solar panels disappears when shipping is included. Huh.
100k EV's estimated to hit Israeli roads this year.
Turkey plans to cut NG power in favor of coal and nuke. Really.
Coal lobby warning wind farms may blow Earth off orbit. Jokes are still fun. Would love to see their science on that. OK, the wind slows down ...
WEDNESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume normal. Oil up near $100.
CPWY up 20. BFRE up 17. XDSL up 9. FCEL up 6. ENER, TRKP up 5, TRKP on news. CSIQ, ASTI up 4.
JUHL down 10. CABN down 9. SATC down 8. XSNX down 7. QTWW down 5. ZOLT down 4 more. ABAT, AXPW, ACPW down 3.
Market flat and mixed. Volume normal. Oil up near $100.
CPWY up 20. BFRE up 17. XDSL up 9. FCEL up 6. ENER, TRKP up 5, TRKP on news. CSIQ, ASTI up 4.
JUHL down 10. CABN down 9. SATC down 8. XSNX down 7. QTWW down 5. ZOLT down 4 more. ABAT, AXPW, ACPW down 3.
Tuesday, February 7, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 33/2/2. Volume below avg. Oil up near $99.
MGLT up 205. Yup. IFXY up 57. M hm. SATC up 55. Tried to pull trigger at 66 cents but computer went fritz. BFRE up 41. CRGE up 25. PLUG up 17. HOKU, QTMM, WEST up 9. FCEL, CBAK up 8, CBAK after reporting. XIDE, ECOS up 7. DSTI, COMV up 6. ASTI up 2.
CPWY down 28. BLQN down 15. SPWR, AMLM down 12. SPWR a big solar boy. CCTC down 11. ZOLT down 10. AONE, CSOL, PSPW, PTOS, WWPW down 9. LEOM down 8. Near bottom lines. LSCG down 5. PWER down 4. AMEL, AXPW down 3. NENE down 2.
Market up 33/2/2. Volume below avg. Oil up near $99.
MGLT up 205. Yup. IFXY up 57. M hm. SATC up 55. Tried to pull trigger at 66 cents but computer went fritz. BFRE up 41. CRGE up 25. PLUG up 17. HOKU, QTMM, WEST up 9. FCEL, CBAK up 8, CBAK after reporting. XIDE, ECOS up 7. DSTI, COMV up 6. ASTI up 2.
CPWY down 28. BLQN down 15. SPWR, AMLM down 12. SPWR a big solar boy. CCTC down 11. ZOLT down 10. AONE, CSOL, PSPW, PTOS, WWPW down 9. LEOM down 8. Near bottom lines. LSCG down 5. PWER down 4. AMEL, AXPW down 3. NENE down 2.
STUFF
China buying Saud, Russian oil to squeeze Iran. Um, that's good news, right?
POWR got $15M LED contracts from 3 major retailers.
House panel Ok'd bill delaying EPA approval of E15 ethanol blend.
Tensions over Marcellus NG flaring.
ADM closing ND eth plant in April. 61 jobs. Why are they closing? Subsidies ran out I'm guessing. Or E15 won't be approved. Or both.
$95M eth plant in Vietnam started up. And Pakistan set to win duty-free eth quota from EU. So the global mart is changing also.
And that's all I got. A funky day indeed.
POWR got $15M LED contracts from 3 major retailers.
House panel Ok'd bill delaying EPA approval of E15 ethanol blend.
Tensions over Marcellus NG flaring.
ADM closing ND eth plant in April. 61 jobs. Why are they closing? Subsidies ran out I'm guessing. Or E15 won't be approved. Or both.
$95M eth plant in Vietnam started up. And Pakistan set to win duty-free eth quota from EU. So the global mart is changing also.
And that's all I got. A funky day indeed.
TUESDAY OPEN
(stock #'s in %)
Market up 27/5/1. Volume normal. Oil up over $98. Looks like Greece getting resolved. And Obama calling for diplomacy rather than war with Iran.
BFRE up 45. CRGE up 25. SATC up 22, over 50-day lines on large volume. NGBF up 22. ECOS, IFXY up 21. NEXS up 10. DSTI, WEST up 9. ASTI up 7. ENER, CSIQ up 3.
WWPW down 27. QTMM down 8. PWER down 6. ZOLT down 5. ABAT, AXPW down 3. AONE down 1. Fisker not going to build their EV. Another DOE loan.
Market up 27/5/1. Volume normal. Oil up over $98. Looks like Greece getting resolved. And Obama calling for diplomacy rather than war with Iran.
BFRE up 45. CRGE up 25. SATC up 22, over 50-day lines on large volume. NGBF up 22. ECOS, IFXY up 21. NEXS up 10. DSTI, WEST up 9. ASTI up 7. ENER, CSIQ up 3.
WWPW down 27. QTMM down 8. PWER down 6. ZOLT down 5. ABAT, AXPW down 3. AONE down 1. Fisker not going to build their EV. Another DOE loan.
Monday, February 6, 2012
MONDAY CLOSE
(stock #'s in %)
Market down 17/3/0. Volume below avg. Oil down near $97.
IFXY up 43. Don't ask me. WWPW up 37. Well, that was coming. QTMM up 18. AMEL up 17. NENE, PSPW, EVSI up 15. AMLM up 14. APWR up 13.
VNDB down 25. CRGE down 20. ECOS down 12. SATC, CERP down 7.
What ev.
Market down 17/3/0. Volume below avg. Oil down near $97.
IFXY up 43. Don't ask me. WWPW up 37. Well, that was coming. QTMM up 18. AMEL up 17. NENE, PSPW, EVSI up 15. AMLM up 14. APWR up 13.
VNDB down 25. CRGE down 20. ECOS down 12. SATC, CERP down 7.
What ev.
STUFF
WV thermal coal complex to idle for lack of demand. (Warm US winter?) What about China and India?
Petro China paid >$1B for 20% stake in Shell's NG project in Brit Columbia that can deliver 1BCF/d over 40 years.
OPEC produced 30.9mb/d in Jan, .9 above target.
China instructed their airlines not to comply with EU on emissions offest charges.
Chevron rig continues to burn off Nigerian coast.
SE New Mex counties willing to store nuke waste.
Record drought in Mexico.
Criminal charges on UK energy/climate minister. Saud oil minister calls global warming "humanity's most pressing concern". Really. Not Iran's nuke development?
Petrobras found new reserves in Amazon forest. But shut 5th most productive well after leak in deep Atlantic.
3 reactors of 54 now operating in Japan.
Russia sharply cut NG supply to 9 Euro countries in struggle with cold "snap".
Iraq may be improving oil extraction terms.
Gulfsands Petrol suspending exploration in Syria 2 days after reporting strong drilling results.
US refiners and United Steelworkers under tentative agreement to avert shutdown of US refineries.
Petro China paid >$1B for 20% stake in Shell's NG project in Brit Columbia that can deliver 1BCF/d over 40 years.
OPEC produced 30.9mb/d in Jan, .9 above target.
China instructed their airlines not to comply with EU on emissions offest charges.
Chevron rig continues to burn off Nigerian coast.
SE New Mex counties willing to store nuke waste.
Record drought in Mexico.
Criminal charges on UK energy/climate minister. Saud oil minister calls global warming "humanity's most pressing concern". Really. Not Iran's nuke development?
Petrobras found new reserves in Amazon forest. But shut 5th most productive well after leak in deep Atlantic.
3 reactors of 54 now operating in Japan.
Russia sharply cut NG supply to 9 Euro countries in struggle with cold "snap".
Iraq may be improving oil extraction terms.
Gulfsands Petrol suspending exploration in Syria 2 days after reporting strong drilling results.
US refiners and United Steelworkers under tentative agreement to avert shutdown of US refineries.
MONDAY OPEN
(stock #'s in %)
Maarket down 48/12/4. Volume normal. Oil down under $98. Back to Greece.
APWR up 14. AMEL, QTMM up 13. EFOI up 9. ZOLT up another 7. AONE up 6 more. NENE up 4 on news.
BFRE down 15. BHWX down 11. SATC down 6. AMSC down 5. Chinese court dismissed their lawsuit. QTWW, CCTC down 4. WEST down 3.
Maarket down 48/12/4. Volume normal. Oil down under $98. Back to Greece.
APWR up 14. AMEL, QTMM up 13. EFOI up 9. ZOLT up another 7. AONE up 6 more. NENE up 4 on news.
BFRE down 15. BHWX down 11. SATC down 6. AMSC down 5. Chinese court dismissed their lawsuit. QTWW, CCTC down 4. WEST down 3.
Friday, February 3, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 156/45/19. Volume above avg. Oil up near $98.
VNDB up 177. ZOLT up 40. CRGE up 25. CERP up 22. Crossed 50-day lines. PWER, SATC up 17. CPWY up 16. NGLPF up 15. OPTT up 14. AMSC, WEST up 13. BHWX up 12. BWEN up 8. Up off 50-days. AONE, ACPW up 7. Both also up out of 50's. CABN up 6.
WWPW down 25. MKTY down 22. CSOL down 21. BFRE down 19. TMEN down 18. LEOM down 14. NGBF, EVSI down 13. AMLM down 9. CCTC down 6.
Market up 156/45/19. Volume above avg. Oil up near $98.
VNDB up 177. ZOLT up 40. CRGE up 25. CERP up 22. Crossed 50-day lines. PWER, SATC up 17. CPWY up 16. NGLPF up 15. OPTT up 14. AMSC, WEST up 13. BHWX up 12. BWEN up 8. Up off 50-days. AONE, ACPW up 7. Both also up out of 50's. CABN up 6.
WWPW down 25. MKTY down 22. CSOL down 21. BFRE down 19. TMEN down 18. LEOM down 14. NGBF, EVSI down 13. AMLM down 9. CCTC down 6.
FRIDAY OPEN
(stock #'s in %)
Market up 141/38/16. Volume heavy. Oil up over $97. 243k jobs, rate down to 8.3%. US factory orders up in Jan 1.1%. Are we clawing out of hell? Israel says it may not be long before they attack Iran nuke program. That won't be good. At all.
VNDB bounced back, up 177. I know. ZOLT up 43 after reporting last night. I saw them climbing over 200-day lines yesterday and was going to put out a flash buy for y'all. Obviously I didn't. Sorry. CRGE up 25. AMSC up 14. Up near 1 200-day line, over their 50's. Maybe settlement soon with Sinovel. PWER up 11. A spring off 50-day lines. ENER up 6.
MKTY down 28 on 100 shs. WWPW back 25. ECOS down 20. BFRE down 19 more. Almost back to start. IFXY down 16 on 100 shs. LEOM, TMEN down 14. APWR down 10. QTWW down 6. LSCG down 3.
Market up 141/38/16. Volume heavy. Oil up over $97. 243k jobs, rate down to 8.3%. US factory orders up in Jan 1.1%. Are we clawing out of hell? Israel says it may not be long before they attack Iran nuke program. That won't be good. At all.
VNDB bounced back, up 177. I know. ZOLT up 43 after reporting last night. I saw them climbing over 200-day lines yesterday and was going to put out a flash buy for y'all. Obviously I didn't. Sorry. CRGE up 25. AMSC up 14. Up near 1 200-day line, over their 50's. Maybe settlement soon with Sinovel. PWER up 11. A spring off 50-day lines. ENER up 6.
MKTY down 28 on 100 shs. WWPW back 25. ECOS down 20. BFRE down 19 more. Almost back to start. IFXY down 16 on 100 shs. LEOM, TMEN down 14. APWR down 10. QTWW down 6. LSCG down 3.
Thursday, February 2, 2012
THURSDAY CLOSE
(stock #'s in %)
Market flat and mixed. Volume avg. Oil stayed below $97. Naz at last year's spring and summer tops. Straight up since mid Dec. Go figure. I'm trying.
CPWY up 50. Yea, I saw that coming. Didn't you? MKTY up 39. Oops, forgot about them. WWPW up 20. Well, they had that news and went back down. ALTI up 19. Here we go. Should have bought at the close. The new QTWW. The new gal in town. They go up 2 or 3 days. QTWW, BLQN, ZNNMF up 15. APWR up 14. QTMM up 13. ZOLT up 7, cleared 200-day lines. EMKR up 6. A 4-day comback from that dis. I forget stuff. But you can check the record here. DSTI, HSOL, CSUN up 4. CERP up 3.
VNDB down 68. Glad I didn't own that. MMMW down 26. BFRE down 22. NTCXF down 12. WEST down 7. AMEL, AXPW down 6. ABAT, LSCG down 3. LEOM down 2. PWER down 1.
What a casino.
Market flat and mixed. Volume avg. Oil stayed below $97. Naz at last year's spring and summer tops. Straight up since mid Dec. Go figure. I'm trying.
CPWY up 50. Yea, I saw that coming. Didn't you? MKTY up 39. Oops, forgot about them. WWPW up 20. Well, they had that news and went back down. ALTI up 19. Here we go. Should have bought at the close. The new QTWW. The new gal in town. They go up 2 or 3 days. QTWW, BLQN, ZNNMF up 15. APWR up 14. QTMM up 13. ZOLT up 7, cleared 200-day lines. EMKR up 6. A 4-day comback from that dis. I forget stuff. But you can check the record here. DSTI, HSOL, CSUN up 4. CERP up 3.
VNDB down 68. Glad I didn't own that. MMMW down 26. BFRE down 22. NTCXF down 12. WEST down 7. AMEL, AXPW down 6. ABAT, LSCG down 3. LEOM down 2. PWER down 1.
What a casino.
STUFF
Not a big stuff day. Go figure. All I got was global warming is drying up Canada's forests. And 2, oranges were $1/doz at the local store. Otherwise, stuff was discombobulated.
THURSDAY OPEN
(stock #'s in %)
Market up 6/16/3. Volume a little above avg. Oil down under $97.
QTWW, CERP up 14. Day 2 for QTWW. NPWZ up 11. ENER up 6 more. HSOL up 4. DSTI up 3. CSIQ, CSUN, ASTI up 2.
BFRE, LEOM down 16. RNNM down 10. AMEL, AXPW down 6. NENE, ABAT, CCTC down 3.
Market up 6/16/3. Volume a little above avg. Oil down under $97.
QTWW, CERP up 14. Day 2 for QTWW. NPWZ up 11. ENER up 6 more. HSOL up 4. DSTI up 3. CSIQ, CSUN, ASTI up 2.
BFRE, LEOM down 16. RNNM down 10. AMEL, AXPW down 6. NENE, ABAT, CCTC down 3.
Wednesday, February 1, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 83/34/11. Volume a little heavy. Oil down under $98.
TMEN up 25. QTWW up 24. I guess on the NG thing with CLNE and WPRT. MMMW up 23. BFRE up 21. LYSDY up 18. FSYS, URRE up 11. FSYS another NG thing. ASTI up 9. AMEL, ENER, XIDE, BIOF up 7. PANL, RBCN up 6. WWPW, PEIX up 5. ABAT, ELON, CSUN up 4. LSCG up 3. NENE up 2.
MGLT down 69. The casino. AXPW down 23. APWR down 10. WPRT down 8 off new highs. UBRG, CSKH down 5. DSTI down 3. CSIQ, CCTC down 2.
Market up 83/34/11. Volume a little heavy. Oil down under $98.
TMEN up 25. QTWW up 24. I guess on the NG thing with CLNE and WPRT. MMMW up 23. BFRE up 21. LYSDY up 18. FSYS, URRE up 11. FSYS another NG thing. ASTI up 9. AMEL, ENER, XIDE, BIOF up 7. PANL, RBCN up 6. WWPW, PEIX up 5. ABAT, ELON, CSUN up 4. LSCG up 3. NENE up 2.
MGLT down 69. The casino. AXPW down 23. APWR down 10. WPRT down 8 off new highs. UBRG, CSKH down 5. DSTI down 3. CSIQ, CCTC down 2.
STUFF
Reported that US massing troops on 2 islands near Hormuz. Also plans for 3 US carriers with 1 French carrier to arrive in Persian Gulf 1st week of March. 4th US carrier will stand by in Pacific. What the hell.
Tanzania shale gas reserves believed to be 60TCF. Mozambique NG reserve worth estimated $800B. Their GDP is $10B/y. Anadarko a big player in the area. Recall EIA just cut Marcellus reserve estimates 40% to under 500TCF. And only a fraction of that is economically recoverable. Bottom line: NG is practically everywhere around the world with fracking. It's time utilities convert to it and time we get it into trucks and buses and cars. Maybe even trains. Then there's fuel cells that run on NG.
Canada exported 1.5mb/d of oil as recently as Oct. Total production expected to be 3.5mb/d by '15. Bottom line: they can fill both pipeline to US and pipeline to West Coast for Asia.
Commerce Dept found massive surge of Chinese solar imports for a few months last year. That triggered 90-day retro rule if duties warranted. Final decision probably in Oct. A gate check next month.
302k homes sold in US last year. Worst year going back to '63. 6M homes liquidated since '07. 8M more expected next 4 years. Another 20% down to go. Sad sad state of affairs.
China adding to gold holdings. And some are saying silver will hit $140 in '12. Wo.
Giant rare earths refinery in Malaysia granted operating license. Expects to open this year.
Tanzania shale gas reserves believed to be 60TCF. Mozambique NG reserve worth estimated $800B. Their GDP is $10B/y. Anadarko a big player in the area. Recall EIA just cut Marcellus reserve estimates 40% to under 500TCF. And only a fraction of that is economically recoverable. Bottom line: NG is practically everywhere around the world with fracking. It's time utilities convert to it and time we get it into trucks and buses and cars. Maybe even trains. Then there's fuel cells that run on NG.
Canada exported 1.5mb/d of oil as recently as Oct. Total production expected to be 3.5mb/d by '15. Bottom line: they can fill both pipeline to US and pipeline to West Coast for Asia.
Commerce Dept found massive surge of Chinese solar imports for a few months last year. That triggered 90-day retro rule if duties warranted. Final decision probably in Oct. A gate check next month.
302k homes sold in US last year. Worst year going back to '63. 6M homes liquidated since '07. 8M more expected next 4 years. Another 20% down to go. Sad sad state of affairs.
China adding to gold holdings. And some are saying silver will hit $140 in '12. Wo.
Giant rare earths refinery in Malaysia granted operating license. Expects to open this year.
WEDNESDAY OPEN
(stock #'s in %)
Market up 140/21/13. Volume a little above avg. Oil up over $99. ADP says 170k new jobs in Jan. US manufacturing index up in Jan.
BFRE up 27 more. TMEN up 25. LYSDY up 20. Over 1 200-day line, under the other. BLDW up 18 on news. ENER, PSPW up 11. URRE, AMEL up 10, AMEL on late news last night. FSYS up 8, above 200-day lines.
AXPW down 24 on new shelf offering. CSOL down 21.
Market up 140/21/13. Volume a little above avg. Oil up over $99. ADP says 170k new jobs in Jan. US manufacturing index up in Jan.
BFRE up 27 more. TMEN up 25. LYSDY up 20. Over 1 200-day line, under the other. BLDW up 18 on news. ENER, PSPW up 11. URRE, AMEL up 10, AMEL on late news last night. FSYS up 8, above 200-day lines.
AXPW down 24 on new shelf offering. CSOL down 21.
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