(stock #'s in %)
Market up 66/(3)/5. Oil under $103.
CWET up 36. PPRW up 21 on nominal volume. AMEL bounce back, up 18. CSOL up 17. JUHL up 15. CPWY up 14. CCGI up 12. CSKH up 11. VSPC up 10. ENZR up 9. ZAAP up 8. ACFN up 5, made a new high. NENE up 3 more. NTCXF flat.
NGBF down 26. IFXY down 22. TRKP down 20. AMLM down 18. PTOS down 16. MKTY down 13. VNDB, NPWZ down 11. SATC down 7, new low. ACPW down 6. May be a trading range buy again. ECOS down 4. AONE down 3 more, new low. LSCG down 1 more.
Saturday, March 31, 2012
Friday, March 30, 2012
STUFF
Germany said their solar subsidies drove up el prices and propped up solar. What of that didn't we already know? Is no-emission energy worth it or not?
The US, UK, FR move of talking oil reserves release may bear fruit of stepping up sanctions on Iran nuke weapon development. O yea, that. The elephant in our room.
EIA: coal consumption for US elgen will likely fall 5% this year. A drop below 90M short tons. 1st time that low since mid-90's.
Companies can cut emissions by half. Low hanging fruit. Heck, just look at what you bring back from the store. Boxes and bags half full.
The US, UK, FR move of talking oil reserves release may bear fruit of stepping up sanctions on Iran nuke weapon development. O yea, that. The elephant in our room.
EIA: coal consumption for US elgen will likely fall 5% this year. A drop below 90M short tons. 1st time that low since mid-90's.
Companies can cut emissions by half. Low hanging fruit. Heck, just look at what you bring back from the store. Boxes and bags half full.
FRIDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume normal. Oil back up over $103. Best 1Q performance for S&P since '98. Spain to slash spending, raise taxes. Let's watch how that works. Italians paying $9.17/gallon o gas, over half is tax.
CWET bounce back, up 33. LEXG up 23 in 2nd day of rise over 50-day lines and up to 1 200-day. AMEL up 10. ECOS up 6 more, were up much more earlier to higher high than last week.
AMLM down 24. EVSI down 10. LSCG down 2.
NENE, NTCXF, CCTC flat.
Market flat and mixed. Volume normal. Oil back up over $103. Best 1Q performance for S&P since '98. Spain to slash spending, raise taxes. Let's watch how that works. Italians paying $9.17/gallon o gas, over half is tax.
CWET bounce back, up 33. LEXG up 23 in 2nd day of rise over 50-day lines and up to 1 200-day. AMEL up 10. ECOS up 6 more, were up much more earlier to higher high than last week.
AMLM down 24. EVSI down 10. LSCG down 2.
NENE, NTCXF, CCTC flat.
STUFF
In '07, US had ~1.6TCF NG production from shale plays. In '11, it was 7.2TCF.
HOKU Solar to build 7.2MW solar farm on Kaua'i.
NTCXF has created "absolute black" silicon solar cells. 10X reflective redux from cells in use today. 99.7% light absorbed. 3% more light gets into cell. Makes 18% efficient cell 18.5%. Also performs better at low sun angles and on cloudy days. And lower production costs. They're designing production tool to make 2k wafers/hr. Buy it and hold it.
"Planet Under Pressure" soiree wound up in London. Scientists, govt officials, biz leaders signed declaration calling for global action on threats to water, food, biodiversity, other critical resources. Also called for better growth indicator than GDP. Example of India GDP '90-'08 up 120% but, after loss of forests, minerals, other "national capital", "real" growth was 9%. Sounds a little etchy sketchy, but something to consider.
Some of world's forests threatened by warming climate. Especially with pests. Birds slowly migrating north (not just for summer). Indonesian forest fires threathening orangutan. Warmer winters change animal behavior: hunters. Increase in autism raising Q's about chem/enviro links.
Renewable/clean energy and environmental stewardship has become home run for pro sports. Phoenix Suns the latest.
Billion dollar solar plant slated for Baja. Sol Focus snagged concentrating PV project in Mex to be built in 50MW phases.
Rules for new sources of GHG's announced. And questions about present sources.
Biz groups attacking IL "clean coal" plant.
Congress rallied for strong action against EU av emissions law. And, unable to even define "subsidy", our courageously gridlocked Senate shot down the energy tax bill.
Cost overruns plague weather sats.
Emissions trading having slow impact on cutting CO2. (Probably because hardly anyone's doing it.)
NRC rejected claims that renewables could replace OH reactor. I agree. Nukes are clean energy. Dangerous. But clean. Experts warn of assessing cancer risk near reactors. Really. Can't handle the truth?
US shipping industry prepared to handle refinery closures: trade group. Refiners complaining gas prices too low. Huh.
Fukushima operator asks for $12B bailout. German utilities scrap nuke project. I guess they're serious about no nukes. Bulgaria abandoned plans for new nuke plant.
Construction begun on Yangtze dam.
World's oldest bank - Italy's Paschi di Siena - had $6.2B loss in '11. Founded in 1472. Loss from debt crisis, econ slowdown. The '08 crisis lives on.
Hawaii leads US in EV charge stations installed.
HOKU Solar to build 7.2MW solar farm on Kaua'i.
NTCXF has created "absolute black" silicon solar cells. 10X reflective redux from cells in use today. 99.7% light absorbed. 3% more light gets into cell. Makes 18% efficient cell 18.5%. Also performs better at low sun angles and on cloudy days. And lower production costs. They're designing production tool to make 2k wafers/hr. Buy it and hold it.
"Planet Under Pressure" soiree wound up in London. Scientists, govt officials, biz leaders signed declaration calling for global action on threats to water, food, biodiversity, other critical resources. Also called for better growth indicator than GDP. Example of India GDP '90-'08 up 120% but, after loss of forests, minerals, other "national capital", "real" growth was 9%. Sounds a little etchy sketchy, but something to consider.
Some of world's forests threatened by warming climate. Especially with pests. Birds slowly migrating north (not just for summer). Indonesian forest fires threathening orangutan. Warmer winters change animal behavior: hunters. Increase in autism raising Q's about chem/enviro links.
Renewable/clean energy and environmental stewardship has become home run for pro sports. Phoenix Suns the latest.
Billion dollar solar plant slated for Baja. Sol Focus snagged concentrating PV project in Mex to be built in 50MW phases.
Rules for new sources of GHG's announced. And questions about present sources.
Biz groups attacking IL "clean coal" plant.
Congress rallied for strong action against EU av emissions law. And, unable to even define "subsidy", our courageously gridlocked Senate shot down the energy tax bill.
Cost overruns plague weather sats.
Emissions trading having slow impact on cutting CO2. (Probably because hardly anyone's doing it.)
NRC rejected claims that renewables could replace OH reactor. I agree. Nukes are clean energy. Dangerous. But clean. Experts warn of assessing cancer risk near reactors. Really. Can't handle the truth?
US shipping industry prepared to handle refinery closures: trade group. Refiners complaining gas prices too low. Huh.
Fukushima operator asks for $12B bailout. German utilities scrap nuke project. I guess they're serious about no nukes. Bulgaria abandoned plans for new nuke plant.
Construction begun on Yangtze dam.
World's oldest bank - Italy's Paschi di Siena - had $6.2B loss in '11. Founded in 1472. Loss from debt crisis, econ slowdown. The '08 crisis lives on.
Hawaii leads US in EV charge stations installed.
Thursday, March 29, 2012
THURSDAY CLOSE
(stock #'s in %)
Sorry so late. Market flat and mixed, as you know. Last I saw oil it was near $103, I guess on the US, UK, FR jawboning.
MGLT stayed up 113, filed their annual. NTCXF up 28. Buy it and hold it. ECOS up 26. I did mention it a few days ago to ye. PSPW up 22. AMTX up 18. AMPD, NGBF up 15. EFOI up 10, reported 4Q/ '11. SENY up 7. SOPW up 7 after reporting sales way up, but still a loss. ENZR up another 5. LSCG up 2. NENE up 1.
CWET down 27. BHWX down 24. PTOS down 14. CPWY, SLMU down 12. CERP down 10. QTWW down 8, back to bottom. SPIR down 8. SATC down 7, also back to bottom. AMRS down 7. AONE down 4 more.
Sorry so late. Market flat and mixed, as you know. Last I saw oil it was near $103, I guess on the US, UK, FR jawboning.
MGLT stayed up 113, filed their annual. NTCXF up 28. Buy it and hold it. ECOS up 26. I did mention it a few days ago to ye. PSPW up 22. AMTX up 18. AMPD, NGBF up 15. EFOI up 10, reported 4Q/ '11. SENY up 7. SOPW up 7 after reporting sales way up, but still a loss. ENZR up another 5. LSCG up 2. NENE up 1.
CWET down 27. BHWX down 24. PTOS down 14. CPWY, SLMU down 12. CERP down 10. QTWW down 8, back to bottom. SPIR down 8. SATC down 7, also back to bottom. AMRS down 7. AONE down 4 more.
THURSDAY OPEN
(stock #'s in %)
Market down 73/22/11. Volume normal. Oil down to $104.
MGLT up 113 on 11k shares; back off their bottom. PSPW up 14. NTCXF up 12. on news. ELON up 7. ENZR up another 4, AMEL up 4. CBAK up 3 on contract news. NENE up 1.
VNDB down 22. ECOS, LSCG down 1.
Market down 73/22/11. Volume normal. Oil down to $104.
MGLT up 113 on 11k shares; back off their bottom. PSPW up 14. NTCXF up 12. on news. ELON up 7. ENZR up another 4, AMEL up 4. CBAK up 3 on contract news. NENE up 1.
VNDB down 22. ECOS, LSCG down 1.
Wednesday, March 28, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market down 71/15/6. Volume I'm guessing normal. Oil around $105 and a half.
RNNM up 45. Vroom vroom on 46k shares. ENZR up 34 on graphene. Broke out over all lines. MKTY up 29. Old story at 13k shares. A kind of fuel cell. VNDB up 28. Somebody to keep watching with those kind of gains and losses. ZNNMF up 24. No news. No reporting. Pretty iffy. NGBF up 13. Half a cent. Give useth a break. ECOS up another 10. For real tech. ZOLT up 9. Carbon fiber. Can't deny that. KIOR up another 8. CRGE up 7. NENE up 5. That was a tepid pullback yesterday I must say.
MGLT down 38 on nominal volume. NEXS down 16 on bad numbers. AEHI, SLMU down 15. I wouldn't consider either. Yet. PSPW, QTMM down 13. They have some bottoming to do. In my umble opine. AONE, BLQN down 12. AONE may be due for rebound. Someprice. CPWY down 11. Just reporting. ELON down 8. A stock to consider soon perhaps. JASO, CCTC down 4. How low will Chinese solars go? LSCG down 3 more. I would be considering buying here.
Market down 71/15/6. Volume I'm guessing normal. Oil around $105 and a half.
RNNM up 45. Vroom vroom on 46k shares. ENZR up 34 on graphene. Broke out over all lines. MKTY up 29. Old story at 13k shares. A kind of fuel cell. VNDB up 28. Somebody to keep watching with those kind of gains and losses. ZNNMF up 24. No news. No reporting. Pretty iffy. NGBF up 13. Half a cent. Give useth a break. ECOS up another 10. For real tech. ZOLT up 9. Carbon fiber. Can't deny that. KIOR up another 8. CRGE up 7. NENE up 5. That was a tepid pullback yesterday I must say.
MGLT down 38 on nominal volume. NEXS down 16 on bad numbers. AEHI, SLMU down 15. I wouldn't consider either. Yet. PSPW, QTMM down 13. They have some bottoming to do. In my umble opine. AONE, BLQN down 12. AONE may be due for rebound. Someprice. CPWY down 11. Just reporting. ELON down 8. A stock to consider soon perhaps. JASO, CCTC down 4. How low will Chinese solars go? LSCG down 3 more. I would be considering buying here.
STUFF
Fukushima reactor has fatally high radiation, no water.
Shiller: suburban (US) home prices may not recover "in our lifetime". What the hell do we do about that?
Italy set to cut solar incentives.
SPWR record 24% efficiency modules now in production.
EPA's new power plant emissions standard - 1k lbs CO2 equiv/MWh. Roughly that of combined-cycle NG plants. But ~800 lbs less than avg coal plant today.
US Green Bldg Council marked 12,000th LEED-certified commercial bldg.
Admin approved Shell's oil spill response plan for Beaufort Sea.
DOI proposed opening Atlantic for oil/gas surveys.
US industry dropped legal challenge to EU emissions cap.
VA OK'd offshore wind turb in Chesapeake.
Cal nuke reactor - SCal Ed's San Onofre - to remain closed indefinitely. Down 2 months already.
India solar PV manufacturing industry set for August takeoff.
Geothermal gaining steam in Chile. Enel Green Power awarded 3 more exploration concessions. 1 of world's most abundant geotherm resources.
US, UK, France talking strategic oil reserve release. I don't think so.
S. Sudan oil field bombed. Consortium led by China's CNPC confirmed. Call George.
UK oil tanker truck drivers talking Easter weekend strike.
Shell sued by Nigerians over 2 '08 spills.
Oil consumer nations looking at record $2T this year for oil imports: IEA. $1.8T last year.
SYNM shutting down Louisiana biofuels plant 4 weeks for H shortage. Will use downtime for maint. Looking for more H suppliers.
US gasoline demand down 8% from higher prices, more efficient vehicles. But ethanol glut - stocks @ 22.7M bls. Ethanol prices up 12% in Brazil this Q.
Coastal Calif fog carries methyl mercury, an especially toxic form: U Cal Santa Cruz study. "Not dangerous to breathe". Whew. But taken up by fish (in the WATER).
Dr. Rowland died this month. In '74 he told the world of CFC's killing the ozone. It took governments 13 years to act on it. And we're glad they did.
Shiller: suburban (US) home prices may not recover "in our lifetime". What the hell do we do about that?
Italy set to cut solar incentives.
SPWR record 24% efficiency modules now in production.
EPA's new power plant emissions standard - 1k lbs CO2 equiv/MWh. Roughly that of combined-cycle NG plants. But ~800 lbs less than avg coal plant today.
US Green Bldg Council marked 12,000th LEED-certified commercial bldg.
Admin approved Shell's oil spill response plan for Beaufort Sea.
DOI proposed opening Atlantic for oil/gas surveys.
US industry dropped legal challenge to EU emissions cap.
VA OK'd offshore wind turb in Chesapeake.
Cal nuke reactor - SCal Ed's San Onofre - to remain closed indefinitely. Down 2 months already.
India solar PV manufacturing industry set for August takeoff.
Geothermal gaining steam in Chile. Enel Green Power awarded 3 more exploration concessions. 1 of world's most abundant geotherm resources.
US, UK, France talking strategic oil reserve release. I don't think so.
S. Sudan oil field bombed. Consortium led by China's CNPC confirmed. Call George.
UK oil tanker truck drivers talking Easter weekend strike.
Shell sued by Nigerians over 2 '08 spills.
Oil consumer nations looking at record $2T this year for oil imports: IEA. $1.8T last year.
SYNM shutting down Louisiana biofuels plant 4 weeks for H shortage. Will use downtime for maint. Looking for more H suppliers.
US gasoline demand down 8% from higher prices, more efficient vehicles. But ethanol glut - stocks @ 22.7M bls. Ethanol prices up 12% in Brazil this Q.
Coastal Calif fog carries methyl mercury, an especially toxic form: U Cal Santa Cruz study. "Not dangerous to breathe". Whew. But taken up by fish (in the WATER).
Dr. Rowland died this month. In '74 he told the world of CFC's killing the ozone. It took governments 13 years to act on it. And we're glad they did.
WEDNESDAY OPEN
(stock #'s in %)
Market down 37/8/5. Volume normal. Oil down near $105.
RNNM up 45 (a bounceback). ZNNMF up 41. 2nd day of run over 50- and 200-day lines, closing in on double. Time to check their news. ZOLT up 13 on yesterday's news of push for carbon fiber car parts. MKTY up 12. ECOS up 9 more. SENY up 9. NENE up 2.
ENSL down 46. Reality check. NEXS down 10 after reporting lousy numbers. AONE down 10 more. There will be a bounce back. Sometime. ZAAP down 8. FSLR down 4, another new low. ALTI down 4 after reporting bad numbers. CCTC down 4.
Market down 37/8/5. Volume normal. Oil down near $105.
RNNM up 45 (a bounceback). ZNNMF up 41. 2nd day of run over 50- and 200-day lines, closing in on double. Time to check their news. ZOLT up 13 on yesterday's news of push for carbon fiber car parts. MKTY up 12. ECOS up 9 more. SENY up 9. NENE up 2.
ENSL down 46. Reality check. NEXS down 10 after reporting lousy numbers. AONE down 10 more. There will be a bounce back. Sometime. ZAAP down 8. FSLR down 4, another new low. ALTI down 4 after reporting bad numbers. CCTC down 4.
Tuesday, March 27, 2012
TUESDAY CLOSE
(stock #'s in %)
Market down 43/2/3. Volume normal. Oil went back under $107. Syria ceasefire? Supreme Court on Obamacare. And everything else.
PSPW up 22. QTMM up 16. BHWX up 15. CPWY up 12 on news. SLMU up 11. ECOS up 9. If you bought it at bottom, ur up >20% (check "Open" post). Sometimes I'm right. KIOR up another 7 on news.
LEOM down 39. Volume/spread problem. RNNM down 34. Reaching for 12-month low. AMPD down 20, back to their 12-month lows. WWPW down 18 on nominal volume. Still sliding on down. CERP down 13. Held a buck for 4 months, now headed lower on new lows. VNDB down 11. AONE down 6 more. They may go to a buck. CWET also down 6. 4 cents from 20 in Feb. Interesting product though. Good volume. CBAK down 3. CCTC down 2. NENE, LSCG flat.
Market down 43/2/3. Volume normal. Oil went back under $107. Syria ceasefire? Supreme Court on Obamacare. And everything else.
PSPW up 22. QTMM up 16. BHWX up 15. CPWY up 12 on news. SLMU up 11. ECOS up 9. If you bought it at bottom, ur up >20% (check "Open" post). Sometimes I'm right. KIOR up another 7 on news.
LEOM down 39. Volume/spread problem. RNNM down 34. Reaching for 12-month low. AMPD down 20, back to their 12-month lows. WWPW down 18 on nominal volume. Still sliding on down. CERP down 13. Held a buck for 4 months, now headed lower on new lows. VNDB down 11. AONE down 6 more. They may go to a buck. CWET also down 6. 4 cents from 20 in Feb. Interesting product though. Good volume. CBAK down 3. CCTC down 2. NENE, LSCG flat.
STUFF
Gas leak at Total North Sea platform. Gas cloud surrounding the platform, 6-mile sheen on water. Shell evacuating their adjacent platforms.
Coral damage in Gulf traced to BP spill.
EPA released proposed rule for power plants. Would require only new plants to match NG-fired plant emissions. Existing coal plants (or other) grandfathered in. And the mercury and other pollution continues.
Judge denied enviro's effort to block drilling in Ozark forest.
Toyota, BMW teaming up on next-gen batts.
Prices for polysilicon, wafers near manufacturing costs. Many suppliers taking capacity offline to try to bolster prices. Some will shut down. A new process - "cast-mono" silicon - can lower costs. Expected to reach 25% of all wafer production by '16.
Virent, Virdia pioneering super-performing, parity-cost jet fuel from cellulosic pine tree sugars. World class scale expected by '17-'20.
Nebraska ethanol plants adding production and railcar-loading capacity.
Entergy fined $1.2M for '10 transformer fire at Indian Point nuke plant that spilled oil into Hudson. They had another transformer fire in '07.
Coral damage in Gulf traced to BP spill.
EPA released proposed rule for power plants. Would require only new plants to match NG-fired plant emissions. Existing coal plants (or other) grandfathered in. And the mercury and other pollution continues.
Judge denied enviro's effort to block drilling in Ozark forest.
Toyota, BMW teaming up on next-gen batts.
Prices for polysilicon, wafers near manufacturing costs. Many suppliers taking capacity offline to try to bolster prices. Some will shut down. A new process - "cast-mono" silicon - can lower costs. Expected to reach 25% of all wafer production by '16.
Virent, Virdia pioneering super-performing, parity-cost jet fuel from cellulosic pine tree sugars. World class scale expected by '17-'20.
Nebraska ethanol plants adding production and railcar-loading capacity.
Entergy fined $1.2M for '10 transformer fire at Indian Point nuke plant that spilled oil into Hudson. They had another transformer fire in '07.
TUESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume normal. Oil over $107.
MKTY up 24 after reporting year. ZNNMF up 21. AEHI up 20. QTMM up 16. CSKH up 14. AMEL up 9. KIOR up 8; so far, a big gain in March. DSTI up 7.
CRGE down 14, back on 50-day lines. MMMW down 11. ECOS down 3, holding at 200-day lines. Consider buying here. NENE, CCTC down 2.
Market flat and mixed. Volume normal. Oil over $107.
MKTY up 24 after reporting year. ZNNMF up 21. AEHI up 20. QTMM up 16. CSKH up 14. AMEL up 9. KIOR up 8; so far, a big gain in March. DSTI up 7.
CRGE down 14, back on 50-day lines. MMMW down 11. ECOS down 3, holding at 200-day lines. Consider buying here. NENE, CCTC down 2.
Monday, March 26, 2012
MONDAY CLOSE
(stock #'s in %)
Market up 160/54/19. Huh. Volume normal. Oil around $107 I think.
LEOM up 95 on 800 shares. Uh huh. MKTY up 31 on 2.4k shares. Yeah. VRNM up 20 on news I think. ENZR up 19 I know on news. VSPC up 13. Cuz. CBAK up 10 more. TSLA up 9, maybe a new high. GEVO up 6. GTAT up 5. NENE up 4.
ECOS down 18. I guess it's over. On 48M shares. QTMM, AMPD, AMEL down 16. SLMU down 14. PSPW, BHWX down 13. VNDB down 12. AONE down 11. TMEN down 10. DSTI down 7. CCTC down 3.
Market up 160/54/19. Huh. Volume normal. Oil around $107 I think.
LEOM up 95 on 800 shares. Uh huh. MKTY up 31 on 2.4k shares. Yeah. VRNM up 20 on news I think. ENZR up 19 I know on news. VSPC up 13. Cuz. CBAK up 10 more. TSLA up 9, maybe a new high. GEVO up 6. GTAT up 5. NENE up 4.
ECOS down 18. I guess it's over. On 48M shares. QTMM, AMPD, AMEL down 16. SLMU down 14. PSPW, BHWX down 13. VNDB down 12. AONE down 11. TMEN down 10. DSTI down 7. CCTC down 3.
STUFF
Another reactor in Japan shut down. 1 to go.
ENOC would be worth $3/share on COMV deal today: Wedbush. Presently up 4%.
Obama admin new rules letting science/collaboration guide management of 193M acres of forest/grassland.
Settlement in Calif's '01 energy crisis will fund install of >10k of EV charge stations: Gov Brown.
Econ factors shutting down coal power plants more than regs. (NG price).
Daimler plans to rent EV's.
Canadian oilpipe operator bought NV solar farm.
Duke/Progress filed 3rd merger plan with FERC.
Gov Brown (again) may allow more Calif fracking. Maybe the small earthquakes will stave off the big one. I don't know if that was part of the thinking or not. But that's what I think.
Gulf of Mex dolphins' health problems likely from the oil spill: NOAA.
Net metering pitting solar industry against utilities. Huh.
Paraguay farmers hacking into forests to make way for cattle.
Plummeting UK oil production gets no media attention. Huh.
Tehran's oil exports in Feb down at least 300kb/d from last fall. EU oil stockpiles low. Libyan oil production about back to normal. Smaller outages around world adding up to 1.2mb/d less than expected. And we see US media and Republicans clammoring about high gasoline prices. Grow up.
US natgas rigs now 663 from 811 so far this year. Not only the price but where to store it all. Storage now 20-30% over last year.
Iranian embargo will eventually cut 800k-1mb/d from norm 2.5mb/d. June 28 a big date.
Last year Americans were spending $1.35B/d at gas pumps. This year $1.36. 8mb/d. World demand increasing 1mb/d. US gas prices corrected for inflation still way below 30-40 years ago. So stop your whining and polemic.
Keystone pipeline would add 20 permanent jobs: Cornell study.
Morgan Stanley ships most commodities of any bank.
TransCanada may go with $5.6B oil pipe from West Can to Ontario refineries.
Obama admin offering $450M to cost share engineering, design, certification and licensing for small modular reactors (Bill Gates).
Argentina contesting Falkland offshore oil claims.
6MW wind turbine installed off Belgian coast.
Shell signed contract with CNPC to explore shale gas in China.
India lost up to $200B revs by selling coal deposits too cheap.
BP, Exxon, Conoco talking $40B project to export LNG from Alaska to Asia.
Iran pursuing extracting crude from shared fields with Kuwait.
Iraq prepping showcase of Arab leaders next week.
China found >30 illegal oil/gas platforms in S. China Sea.
Avg age of US vehicles on the road 11.1 years in '11. A record.
EPA approving E15.
Repsol (Spain) plugged leaking Alaska north slope well.
In '08, Russia was wasting enough E to power Britain for a year. Medvedev then set E intensity target.
Private comps soon to be allowed access to Russia's Arctic oil/gas fields.
Quantas scheduled 1st biofuels commercial flight.
Lebanon - Am U of Beirut - launched algae-based biofuel project.
Spain may ban Argentina biodiesel.
Ecofys thinks seaweed can be harvested around offshore wind turbines.
ENOC would be worth $3/share on COMV deal today: Wedbush. Presently up 4%.
Obama admin new rules letting science/collaboration guide management of 193M acres of forest/grassland.
Settlement in Calif's '01 energy crisis will fund install of >10k of EV charge stations: Gov Brown.
Econ factors shutting down coal power plants more than regs. (NG price).
Daimler plans to rent EV's.
Canadian oilpipe operator bought NV solar farm.
Duke/Progress filed 3rd merger plan with FERC.
Gov Brown (again) may allow more Calif fracking. Maybe the small earthquakes will stave off the big one. I don't know if that was part of the thinking or not. But that's what I think.
Gulf of Mex dolphins' health problems likely from the oil spill: NOAA.
Net metering pitting solar industry against utilities. Huh.
Paraguay farmers hacking into forests to make way for cattle.
Plummeting UK oil production gets no media attention. Huh.
Tehran's oil exports in Feb down at least 300kb/d from last fall. EU oil stockpiles low. Libyan oil production about back to normal. Smaller outages around world adding up to 1.2mb/d less than expected. And we see US media and Republicans clammoring about high gasoline prices. Grow up.
US natgas rigs now 663 from 811 so far this year. Not only the price but where to store it all. Storage now 20-30% over last year.
Iranian embargo will eventually cut 800k-1mb/d from norm 2.5mb/d. June 28 a big date.
Last year Americans were spending $1.35B/d at gas pumps. This year $1.36. 8mb/d. World demand increasing 1mb/d. US gas prices corrected for inflation still way below 30-40 years ago. So stop your whining and polemic.
Keystone pipeline would add 20 permanent jobs: Cornell study.
Morgan Stanley ships most commodities of any bank.
TransCanada may go with $5.6B oil pipe from West Can to Ontario refineries.
Obama admin offering $450M to cost share engineering, design, certification and licensing for small modular reactors (Bill Gates).
Argentina contesting Falkland offshore oil claims.
6MW wind turbine installed off Belgian coast.
Shell signed contract with CNPC to explore shale gas in China.
India lost up to $200B revs by selling coal deposits too cheap.
BP, Exxon, Conoco talking $40B project to export LNG from Alaska to Asia.
Iran pursuing extracting crude from shared fields with Kuwait.
Iraq prepping showcase of Arab leaders next week.
China found >30 illegal oil/gas platforms in S. China Sea.
Avg age of US vehicles on the road 11.1 years in '11. A record.
EPA approving E15.
Repsol (Spain) plugged leaking Alaska north slope well.
In '08, Russia was wasting enough E to power Britain for a year. Medvedev then set E intensity target.
Private comps soon to be allowed access to Russia's Arctic oil/gas fields.
Quantas scheduled 1st biofuels commercial flight.
Lebanon - Am U of Beirut - launched algae-based biofuel project.
Spain may ban Argentina biodiesel.
Ecofys thinks seaweed can be harvested around offshore wind turbines.
MONDAY OPEN
(stock #'s in %)
Market up 135/33/13 on Bernanke "accomodation" remarks and overseas markets, I guess. Volume a little light. Oil over $107.
ECOS up 28 more. Up over 10x since this started. VRNM up 25 on asset sales. ENZR up 19 on graphene news. VSPC up 13. ZAAP up 8. CBAK up another 7, day 4 of runup. CWET up 6. COMV being taken private. ENOC up 4. And NENE up another 3.
LEOM down 33 on nominal volume. AMTX down 25. AMPD down 16. VNDB down 12. AONE down 11 on news they are going to fix damaged batts. CCTC, PSPW down 7.
Market up 135/33/13 on Bernanke "accomodation" remarks and overseas markets, I guess. Volume a little light. Oil over $107.
ECOS up 28 more. Up over 10x since this started. VRNM up 25 on asset sales. ENZR up 19 on graphene news. VSPC up 13. ZAAP up 8. CBAK up another 7, day 4 of runup. CWET up 6. COMV being taken private. ENOC up 4. And NENE up another 3.
LEOM down 33 on nominal volume. AMTX down 25. AMPD down 16. VNDB down 12. AONE down 11 on news they are going to fix damaged batts. CCTC, PSPW down 7.
Sunday, March 25, 2012
COMING WEEK
Funds will be trading last week of the quarter. Usually, this means the ones that have gone up will go up more and the ones that have gone down will go down more. We shall see. Some clean E comps to watch: CBAK, CCTC, ECOS, COMV, NENE, CLNE, WPRT...
STUFF
China capping their domestic coal production until '15. Output will be kept within 3.9B metric tons/y.
NWestern U engineers have made graphene electrode that allows lith-ion batts to store 10x as much power, charge 10x faster. U of TX scientists have made graphene invisibility cloak. Israeli army using graphene to make invisible missiles. 3 US comps, I've found (Google search, duh), that produce graphene. But none, apparently, with public stock.
Inter-American Development Bank dealt out $736M for long-term finance of green investments in Latin Am, Carib in '11. Similar amount expected for '12. Only $663M similar investments from '00-'10.
Europe banks hold 2.5x the assets of US banks. And EU banks need cash. They have to sell almost $2T of assets. Likely will take a decade. Sold only $97B from '03-'10.
60% of 1,968 oil and gas rigs operating in US are drilling horizontally. All with fracking.
First Wind completed $236M financing of 69MW wind farm on Oahu north shore. Hawaii's largest wind project. Everything is more expensive in Hawaii. Over $3/w.
US Army to invest $7B in renewable and clean energy. May have reported this before. But it's worth repeating if I did.
3rd German solar comp in 4 months - Solarhybrid - to file for bankruptcy. 113M Euro revs in '10. And jobs.
NWestern U engineers have made graphene electrode that allows lith-ion batts to store 10x as much power, charge 10x faster. U of TX scientists have made graphene invisibility cloak. Israeli army using graphene to make invisible missiles. 3 US comps, I've found (Google search, duh), that produce graphene. But none, apparently, with public stock.
Inter-American Development Bank dealt out $736M for long-term finance of green investments in Latin Am, Carib in '11. Similar amount expected for '12. Only $663M similar investments from '00-'10.
Europe banks hold 2.5x the assets of US banks. And EU banks need cash. They have to sell almost $2T of assets. Likely will take a decade. Sold only $97B from '03-'10.
60% of 1,968 oil and gas rigs operating in US are drilling horizontally. All with fracking.
First Wind completed $236M financing of 69MW wind farm on Oahu north shore. Hawaii's largest wind project. Everything is more expensive in Hawaii. Over $3/w.
US Army to invest $7B in renewable and clean energy. May have reported this before. But it's worth repeating if I did.
3rd German solar comp in 4 months - Solarhybrid - to file for bankruptcy. 113M Euro revs in '10. And jobs.
Friday, March 23, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 34/4/4. Volume normal. Oil near $107.
ECOS up 75 more. CBAK up 20 more. CSOL up 18. LEOM up 16. CCTC up 15. VNDB up 14. COMV up 6 more. WEST up 5. NENE up another 3.
AMLM down 17. CPWY down 14. BHWX down 11. CERP down 7. ZAAP down 6.
Market up 34/4/4. Volume normal. Oil near $107.
ECOS up 75 more. CBAK up 20 more. CSOL up 18. LEOM up 16. CCTC up 15. VNDB up 14. COMV up 6 more. WEST up 5. NENE up another 3.
AMLM down 17. CPWY down 14. BHWX down 11. CERP down 7. ZAAP down 6.
STUFF
Fed figures show US industry continues to dump millions of pounds - 226M in '10 - of toxic chemicals into our rivers. Ohio, Mississippi the worst.
Early spring broke > 4,300 US records.
Ontario cut FIT's for solar, wind.
VW of America announced partnerships with SZYM, AMRS to validate advanced biofuels.
Admin announced $35M over 3 yrs to support advanced biofuels R&D.
Boeing, Airbus, Embraer signed pact to develop av biofuels.
9 of US' largest utilities supporting White House "Green Button" program. Customers can access their energy use from utility websites.
Fed estimates 3.1M folks in US employed in production of goods, services that benefit environment.
Obama expediting permits for southern half of Keystone pipeline.
Study says climate conditions parallel those of 3M years ago when sea levels were ~ 66 feet higher.
Happy weekend.
Early spring broke > 4,300 US records.
Ontario cut FIT's for solar, wind.
VW of America announced partnerships with SZYM, AMRS to validate advanced biofuels.
Admin announced $35M over 3 yrs to support advanced biofuels R&D.
Boeing, Airbus, Embraer signed pact to develop av biofuels.
9 of US' largest utilities supporting White House "Green Button" program. Customers can access their energy use from utility websites.
Fed estimates 3.1M folks in US employed in production of goods, services that benefit environment.
Obama expediting permits for southern half of Keystone pipeline.
Study says climate conditions parallel those of 3M years ago when sea levels were ~ 66 feet higher.
Happy weekend.
STUFF
DuPont says solar panels will be cheaper than TV's. Didn't say when.
2 huge digital billboards at Times Square depicting surprising declines in groundwater around the world. US to share water knowledge, tech. Reverse osmosis plants coming, I would think.
Damage to oceans may reach $2T/y. And scientists searching for corals with higher temp thresholds.
Some US farmers planting early with hot spring. Can backfire.
Rising temps may decrease plant diversity.
Proposed coal plant in Scotland would capture up to 90% of emissions.
US ethanol demand could drop 20% in '12.
50% rain shortfall imperiling Brazil sugarcane yield.
2 huge digital billboards at Times Square depicting surprising declines in groundwater around the world. US to share water knowledge, tech. Reverse osmosis plants coming, I would think.
Damage to oceans may reach $2T/y. And scientists searching for corals with higher temp thresholds.
Some US farmers planting early with hot spring. Can backfire.
Rising temps may decrease plant diversity.
Proposed coal plant in Scotland would capture up to 90% of emissions.
US ethanol demand could drop 20% in '12.
50% rain shortfall imperiling Brazil sugarcane yield.
FRIDAY OPEN
(stock #'s in %)
Market down 10/11/1. Volume light, but it's a Friday. Oil back up near $107. US new home sales down in Feb.
ECOS up another 45, but was up 100 earlier. LEOM up 16, crazy bid/ask spread now, though. CCTC up 13. CSKH up 11. CBAK up 10 more, was over 200-day lines earlier. CWET up 4. NENE quietly up another 2. Waiting for a break back.
ZAAP down 8. AMEL, ABAT, ACPW down 5. PLUG down 5 on new issue.
Market down 10/11/1. Volume light, but it's a Friday. Oil back up near $107. US new home sales down in Feb.
ECOS up another 45, but was up 100 earlier. LEOM up 16, crazy bid/ask spread now, though. CCTC up 13. CSKH up 11. CBAK up 10 more, was over 200-day lines earlier. CWET up 4. NENE quietly up another 2. Waiting for a break back.
ZAAP down 8. AMEL, ABAT, ACPW down 5. PLUG down 5 on new issue.
Thursday, March 22, 2012
THURSDAY OPEN
(stock #'s in %)
Market down 83/17/11 on China manufacturing, Euro economic contractions. Volume normal. Oil down near $105 on China, Europe. US leading indicators up .7% in Feb, most in 11 months.
ECOS up 80. That's a go figure. HOKU up 15. A punch over 50-day lines. VNDB up 14. EFOI up 13, back to top 200-day line. LEOM up 10, but you can buy it at yesterday's close. CBAK up 6, over 50-day lines on 2-day run. NENE up 3 more. Heck of a run.
CCTC still unraveling, down 20 more. CRGE down 14, coming back toward 50-days. FCEL down 10 on new issue. Coming back to lines after near-double since Feb. PLUG down 5. CWET down 4. CSIQ, ASTI, DSTI down 3. AMEL down 2. LSCG down 1 more.
Market down 83/17/11 on China manufacturing, Euro economic contractions. Volume normal. Oil down near $105 on China, Europe. US leading indicators up .7% in Feb, most in 11 months.
ECOS up 80. That's a go figure. HOKU up 15. A punch over 50-day lines. VNDB up 14. EFOI up 13, back to top 200-day line. LEOM up 10, but you can buy it at yesterday's close. CBAK up 6, over 50-day lines on 2-day run. NENE up 3 more. Heck of a run.
CCTC still unraveling, down 20 more. CRGE down 14, coming back toward 50-days. FCEL down 10 on new issue. Coming back to lines after near-double since Feb. PLUG down 5. CWET down 4. CSIQ, ASTI, DSTI down 3. AMEL down 2. LSCG down 1 more.
Wednesday, March 21, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Dow down 45, Naz up 1. Volume normal. Oil up near $107.
RNNM up 66. Huh. Can't say I saw that coming. CPWY up 25. AMLM, BHWX up 21. Both lithium explorers. ALTI up 11. AMEL up 7 (and were up higher). CLNE up another 5, another new high. CLNE, WPRT, FSYS all have been going up on NG fuel drive. NENE up 2.
CCTC down 31. ENSL down 21. VNDB down 12. CSKH, VSPC down 10. LSCG, CWET down 2.
Dow down 45, Naz up 1. Volume normal. Oil up near $107.
RNNM up 66. Huh. Can't say I saw that coming. CPWY up 25. AMLM, BHWX up 21. Both lithium explorers. ALTI up 11. AMEL up 7 (and were up higher). CLNE up another 5, another new high. CLNE, WPRT, FSYS all have been going up on NG fuel drive. NENE up 2.
CCTC down 31. ENSL down 21. VNDB down 12. CSKH, VSPC down 10. LSCG, CWET down 2.
STUFF
Warmest year in modern history (when did modernity start?) most likely '10, not '98: Brit scientists.
India will now ask its airlines not to pay EU av emissions fees.
Supreme Court - of the United States of America - unanimously ruled against EPA. Property owners can seek judicial review before being forced to comply with Clean Water Act. Case was Idaho couple that filled in wetlands - on their own land - without getting a permit. I think most of us feel that. ALL of the Supreme Court did.
Georgia Power plans to shutter coal and oil plants. Yay.
Exxon Valdez sold for scrap.
US exempting Japan and EU from Iran oil sanctions. Huh. The US doesn't rule the world. And can't. So what the hell? Is this blowback?
India will now ask its airlines not to pay EU av emissions fees.
Supreme Court - of the United States of America - unanimously ruled against EPA. Property owners can seek judicial review before being forced to comply with Clean Water Act. Case was Idaho couple that filled in wetlands - on their own land - without getting a permit. I think most of us feel that. ALL of the Supreme Court did.
Georgia Power plans to shutter coal and oil plants. Yay.
Exxon Valdez sold for scrap.
US exempting Japan and EU from Iran oil sanctions. Huh. The US doesn't rule the world. And can't. So what the hell? Is this blowback?
WEDNESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume a little light. Oil over $106.
ALTI, CBAK up 7. BWEN up 4. HOKU up 3. LSCG up 2. NENE up 1.
CCTC finally broke. Down 14, but up 20 from bottom. News of $2M financial investment. CSKH down 14. ENSL down 10. FSLR, JASO, VNDB down 5.
Market flat and mixed. Volume a little light. Oil over $106.
ALTI, CBAK up 7. BWEN up 4. HOKU up 3. LSCG up 2. NENE up 1.
CCTC finally broke. Down 14, but up 20 from bottom. News of $2M financial investment. CSKH down 14. ENSL down 10. FSLR, JASO, VNDB down 5.
Tuesday, March 20, 2012
TUESDAY CLOSE
(stock #'s in %)
Market down 68/4/4. Volume light. Oil under $106.
CCTC up 24. CSKH up 21. VSPC up 17. ASPW up 11. BLQN up 10. CWET up 7. EMKR, CABN up 6, CABN over 50-day lines. Or both. NENE up 4 more.
ECOS down 21. BLDW down 20. BHWX down 17. EFOI down 12. VNDB, IFXY down 11. ENZR down 10. SPWR down 7.
Market down 68/4/4. Volume light. Oil under $106.
CCTC up 24. CSKH up 21. VSPC up 17. ASPW up 11. BLQN up 10. CWET up 7. EMKR, CABN up 6, CABN over 50-day lines. Or both. NENE up 4 more.
ECOS down 21. BLDW down 20. BHWX down 17. EFOI down 12. VNDB, IFXY down 11. ENZR down 10. SPWR down 7.
STUFF
Commerce Dept decided to impose tariffs on Chinese solars. Solar stocks jumped after the news. Chinese up. US down. Go figure. Tariffs retroactive to Oct '11. 3.59% for those other than Trina or Suntech. Some were saying 20-30%. So maybe Chinese solars up on easy slap. Final ruling possibly by May.
52% of us believe developing alternate energy sources is more important than increasing fossil fuel production. Year ago it was 63%. Well, so life goes.
FSLR hit with lawsuits over defective modules. Down 3% more today.
Valero shuttering Aruba refinery.
PEIX issued 7.6M new shares to cover $8M capital raise. Down 3%.
Corn ethanol production begun at Brazilian sugarcane ethanol producer to boost production during sugarcane downtime.
Senate voted down biodiesel, cellulosic biofuels tax credit extension. That's the way it is.
52% of us believe developing alternate energy sources is more important than increasing fossil fuel production. Year ago it was 63%. Well, so life goes.
FSLR hit with lawsuits over defective modules. Down 3% more today.
Valero shuttering Aruba refinery.
PEIX issued 7.6M new shares to cover $8M capital raise. Down 3%.
Corn ethanol production begun at Brazilian sugarcane ethanol producer to boost production during sugarcane downtime.
Senate voted down biodiesel, cellulosic biofuels tax credit extension. That's the way it is.
TUESDAY OPEN
(stock #'s in %)
Market down 69/17/6. Volume normal. Oil down under $106. US housing starts fell in Feb from 3-yr high. Concerns of China, Asian slowdown.
CCTC up another 11. Unbelievable. BLQN up 10. CWET up 2. Maybe the bottom's in. NENE up 1.
AMEL down 13. EFOI down 12. CGYV down 11. VECO down 6. JASO down 5, the lastest solar to report losses and lower outlook.
Market down 69/17/6. Volume normal. Oil down under $106. US housing starts fell in Feb from 3-yr high. Concerns of China, Asian slowdown.
CCTC up another 11. Unbelievable. BLQN up 10. CWET up 2. Maybe the bottom's in. NENE up 1.
AMEL down 13. EFOI down 12. CGYV down 11. VECO down 6. JASO down 5, the lastest solar to report losses and lower outlook.
Monday, March 19, 2012
MONDAY CLOSE
(stock #'s in %)
Market up 6/23/5. (Apple). Volume normal. Oil just under $108.
MGLT up 90. CCTC up 32. CABN up 25. PTOS up 21. IFXY up 16. EFOI up 14. BLDW, AMEL up 12. BLQN up 11. ACPW up 8. VNDB up 7. FSYS up 6. CREE, EMKR up 4.
PSPW down 11. CCGI, APWR down 9. ABAT down 5. FCEL down 4. DSTI down 3. JASO down 2.
More ups than downs.
Market up 6/23/5. (Apple). Volume normal. Oil just under $108.
MGLT up 90. CCTC up 32. CABN up 25. PTOS up 21. IFXY up 16. EFOI up 14. BLDW, AMEL up 12. BLQN up 11. ACPW up 8. VNDB up 7. FSYS up 6. CREE, EMKR up 4.
PSPW down 11. CCGI, APWR down 9. ABAT down 5. FCEL down 4. DSTI down 3. JASO down 2.
More ups than downs.
STUFF
FERC OK'd NJ to Manhattan 15-mile, $850M NG pipe.
Mississippi Supreme Court reversed approval of $2.8B coal gasification plant.
Cargill planning to spend $200M to expand/retrofit corn processing facility in Iowa for more ethanol. Target production 115M gal/y. 200 jobs. Online 4Q13.
Lufthansa/Neste av biofuel program reduced fuel consumption 1%.
Salamon's (SLMU) Sunlogics Power now senior creditor of DSTI.
Higher temps accelerating reproduction of mountain pine beetles.
Experts on MIT panel concerned about future grid reliability experienced a blackout. Gotta love irony.
US Army task force seeks $7B in renewable energy contracts.
DDT still fouling SanFrancisco Bay.
Coast Guard imposing new ballast cleaning rules for cargo ships.
Radiation found in plankton 375 miles from Fukushima.
38% jump in US crude imports from Sauds 1st 10 weeks of '12. And IEA says Iranian sanctions could cut their exports up to 1mb/d. Already down 300-400kb/d. 2.2mb/d was old export normal. 6-nation negotiations open next month.
China shale NG output expected to grow from near zero now to 6.5BCM in '15.
al-Qaida-linked fighters moving into NE Somalia where Western comps recently struck oil in possible 1B bl reserve.
Iraq instructed oil operators in S. Iraq to stop using private security and rely on Iraq oil police. And their new export terminal launched its 1st 2M bl tanker, destination unknown.
Kuwait aiming to produce 4mb/d by '20 from 3m now.
El gen from coal in US has fallen to 35-year low due to low NG prices.
Brazil sugar stocks may drop 50% on ethanol production push. Buy sugar, A?
Mississippi Supreme Court reversed approval of $2.8B coal gasification plant.
Cargill planning to spend $200M to expand/retrofit corn processing facility in Iowa for more ethanol. Target production 115M gal/y. 200 jobs. Online 4Q13.
Lufthansa/Neste av biofuel program reduced fuel consumption 1%.
Salamon's (SLMU) Sunlogics Power now senior creditor of DSTI.
Higher temps accelerating reproduction of mountain pine beetles.
Experts on MIT panel concerned about future grid reliability experienced a blackout. Gotta love irony.
US Army task force seeks $7B in renewable energy contracts.
DDT still fouling SanFrancisco Bay.
Coast Guard imposing new ballast cleaning rules for cargo ships.
Radiation found in plankton 375 miles from Fukushima.
38% jump in US crude imports from Sauds 1st 10 weeks of '12. And IEA says Iranian sanctions could cut their exports up to 1mb/d. Already down 300-400kb/d. 2.2mb/d was old export normal. 6-nation negotiations open next month.
China shale NG output expected to grow from near zero now to 6.5BCM in '15.
al-Qaida-linked fighters moving into NE Somalia where Western comps recently struck oil in possible 1B bl reserve.
Iraq instructed oil operators in S. Iraq to stop using private security and rely on Iraq oil police. And their new export terminal launched its 1st 2M bl tanker, destination unknown.
Kuwait aiming to produce 4mb/d by '20 from 3m now.
El gen from coal in US has fallen to 35-year low due to low NG prices.
Brazil sugar stocks may drop 50% on ethanol production push. Buy sugar, A?
MONDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume light. Oil up, nearing $108.
CCTC up 33 more. WWPW up 23. CABN up 12 on 100 shs. BLQN up 11. ACPW up 5 more with news. LSCG up 3.
MKTY down 29. AMPD down 11. ZNNMF down 10. COMV down 7.
Market flat and mixed. Volume light. Oil up, nearing $108.
CCTC up 33 more. WWPW up 23. CABN up 12 on 100 shs. BLQN up 11. ACPW up 5 more with news. LSCG up 3.
MKTY down 29. AMPD down 11. ZNNMF down 10. COMV down 7.
Saturday, March 17, 2012
STUFF
I know. I'm watching March Madness too. And cooking dinner. And doing laundry. And did fed tax. Man's work is never done.
Insecticide-coated corn seed may be cause of honeybee colony collapse disorder (mass die-off). Huh. Monsanto?
Energy Source put their 50MW Salton Sea geothermal plant onto grid. $400M ($8/w matches nuclear - 24/7 clean). Salton Sea resource now has 326MW geotherm with 10 plants. 1.4GW potential.
Mitsubishi will scrap plans to build $100M Arkansas wind power nacelle plant if no PTC. Plant was scheduled to open early this year. PTC provides wind developers with 2.2cents/kwh in tax benefits. Possibly 37k jobs on the line if PTC doesn't pass before end of year.
Global target of 1,300 biorefineries online by '25. Avg size 50m gal/y capacity. 600 already operating. Many, though, demo and pilot plants. 207 in development.
BWEN diversifying customer base. Preparing for decline in new wind farms. Revs up in '11 mostly from rise in steel costs. $161M backlog. Still $20M loss on year.
Chinese wind power comp (MY) opened R&D center in NC.
Study says 1 offshore substation platform with 2 230KV lines is good for every 500-700MW of wind el gen off VA coast.
US wind gen was up 27% in '11: EIA.
Combined US states' corrections spending $53B/y ('09 last year reported). $8B in '85. But what hasn't gone up that much just on inflation? But there is $53B/yr. I bet we could save $5B/y just serving them the pink slime. Tho I guess we do already.
Idaho Power wants contracts for renewable energy stopped. Huh.
Twin Creeks Tech emerged from stealth with taking out almost all starting material for silicon PV and up-front process costs slash. Talking 60cent/w. "Kerf" - material lost as dust. $93M raised privately, another $50M from Mississippi. $30M drawn for factory. Proton-induced exfiliation. 1st noticed decades ago in Soviet nuke reactors. Inner walls peeling, accum of protons just under surf. So now they shoot H atoms into thick silicon at high current and voltage. Wala ... 20-micron silcon with 0 kerf loss. 90% redux in silicon. "we can make <40 cent/w solar cells today." Rooftop solar payback in 1 month. And on it goes...
Airports opting out of TSA. Didn't know they could do that.
Insecticide-coated corn seed may be cause of honeybee colony collapse disorder (mass die-off). Huh. Monsanto?
Energy Source put their 50MW Salton Sea geothermal plant onto grid. $400M ($8/w matches nuclear - 24/7 clean). Salton Sea resource now has 326MW geotherm with 10 plants. 1.4GW potential.
Mitsubishi will scrap plans to build $100M Arkansas wind power nacelle plant if no PTC. Plant was scheduled to open early this year. PTC provides wind developers with 2.2cents/kwh in tax benefits. Possibly 37k jobs on the line if PTC doesn't pass before end of year.
Global target of 1,300 biorefineries online by '25. Avg size 50m gal/y capacity. 600 already operating. Many, though, demo and pilot plants. 207 in development.
BWEN diversifying customer base. Preparing for decline in new wind farms. Revs up in '11 mostly from rise in steel costs. $161M backlog. Still $20M loss on year.
Chinese wind power comp (MY) opened R&D center in NC.
Study says 1 offshore substation platform with 2 230KV lines is good for every 500-700MW of wind el gen off VA coast.
US wind gen was up 27% in '11: EIA.
Combined US states' corrections spending $53B/y ('09 last year reported). $8B in '85. But what hasn't gone up that much just on inflation? But there is $53B/yr. I bet we could save $5B/y just serving them the pink slime. Tho I guess we do already.
Idaho Power wants contracts for renewable energy stopped. Huh.
Twin Creeks Tech emerged from stealth with taking out almost all starting material for silicon PV and up-front process costs slash. Talking 60cent/w. "Kerf" - material lost as dust. $93M raised privately, another $50M from Mississippi. $30M drawn for factory. Proton-induced exfiliation. 1st noticed decades ago in Soviet nuke reactors. Inner walls peeling, accum of protons just under surf. So now they shoot H atoms into thick silicon at high current and voltage. Wala ... 20-micron silcon with 0 kerf loss. 90% redux in silicon. "we can make <40 cent/w solar cells today." Rooftop solar payback in 1 month. And on it goes...
Airports opting out of TSA. Didn't know they could do that.
FRIDAY CLOSE
(stock #'s in %)
Market down 20/1 and up 1. Oil up $2, over $107.
BLQN up 50. BHWX up 45. CSKH up 13. SENY up 12. CPWY up 9. LIME up 8. ACPW up 6 during the day and after hours, over 50-day line, high volume. BIOF up 6, over 50-day line. PWER up 6, up against 50-day. EMKR, ENZR, SPWR up 6. Solars going up despite revs outlook, losses. COMV up 4 more. NENE up 1.
AEHI down 28. QTWW down 23. QTMM, BLDW down 15. CWET down 14 more. CABN down 12. TMEN down 10. LEOM, AMLM down 9. RBCN down 7, back below 50-day. WWPW down 7. RSOL down 6, below 50-day. CBAK down 6, through 50-day lines. VNDB down 6. LSCG down 3.
Market down 20/1 and up 1. Oil up $2, over $107.
BLQN up 50. BHWX up 45. CSKH up 13. SENY up 12. CPWY up 9. LIME up 8. ACPW up 6 during the day and after hours, over 50-day line, high volume. BIOF up 6, over 50-day line. PWER up 6, up against 50-day. EMKR, ENZR, SPWR up 6. Solars going up despite revs outlook, losses. COMV up 4 more. NENE up 1.
AEHI down 28. QTWW down 23. QTMM, BLDW down 15. CWET down 14 more. CABN down 12. TMEN down 10. LEOM, AMLM down 9. RBCN down 7, back below 50-day. WWPW down 7. RSOL down 6, below 50-day. CBAK down 6, through 50-day lines. VNDB down 6. LSCG down 3.
Friday, March 16, 2012
FRIDAY OPEN
(stock #'s in %)
Market up 8/3/2. Volume triple normal - options expiration Friday. Oil up, still under $106.
BHWX up 50 on nominal volume. QTMM up 18. CSKH up 13. CWET up 7. CCTC up 3. COMV, NENE up 1. COMV had opening runup and come back again like yesterday.
AEHI down 28 again. QTWW down 23 on new underwriting. CRGE down 18. ENSL down 12. VNDB, APWR down 11.
Market up 8/3/2. Volume triple normal - options expiration Friday. Oil up, still under $106.
BHWX up 50 on nominal volume. QTMM up 18. CSKH up 13. CWET up 7. CCTC up 3. COMV, NENE up 1. COMV had opening runup and come back again like yesterday.
AEHI down 28 again. QTWW down 23 on new underwriting. CRGE down 18. ENSL down 12. VNDB, APWR down 11.
Thursday, March 15, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 58/15/8. Oil steady under $106. US and UK agree to cooperatively release some strategic oil reserves over next few months.
VNDB up 44. AEHI up 40. COMV up 13. VECO up 11. LEDS up 10. RBCN, CSUN, CRGE, BLDW up 7. CREE, FCEL, REGI, SZYM up 6. ENOC, NENE up 5.
BLQN down 40. BHWX down 20. PPRW down 18. APWR down 10. CWET down 8. GEVO down 7.
Market up 58/15/8. Oil steady under $106. US and UK agree to cooperatively release some strategic oil reserves over next few months.
VNDB up 44. AEHI up 40. COMV up 13. VECO up 11. LEDS up 10. RBCN, CSUN, CRGE, BLDW up 7. CREE, FCEL, REGI, SZYM up 6. ENOC, NENE up 5.
BLQN down 40. BHWX down 20. PPRW down 18. APWR down 10. CWET down 8. GEVO down 7.
STUFF
More oil rigs drilling in US than rest of world combined.
NENE, NREL developing "invisible wires" for el conduction on solar windows.
Senate cleared 2-year bill to reauthorize US transportation programs in 74-22 vote. One part will send $150M to S. OH uranium enrichment plant (Piketon, I presume).
Prominent economists urging Potus to back EU av emissions plan.
C emissions now exceed pre-"recession" levels.
Half of world's food ends up in landfills. Huh.
Congressional inaction may halt $100M Arkansas wind turbine manufacturing plant. "No PTC, no plant": Vestas. 1,600 jobs.
Appalachian thermal coal fell to $58/ton last week. Lowest in 2 years.
USS Ford cruised from Seattle to San Diego on algae marine diesel fuel.
NENE, NREL developing "invisible wires" for el conduction on solar windows.
Senate cleared 2-year bill to reauthorize US transportation programs in 74-22 vote. One part will send $150M to S. OH uranium enrichment plant (Piketon, I presume).
Prominent economists urging Potus to back EU av emissions plan.
C emissions now exceed pre-"recession" levels.
Half of world's food ends up in landfills. Huh.
Congressional inaction may halt $100M Arkansas wind turbine manufacturing plant. "No PTC, no plant": Vestas. 1,600 jobs.
Appalachian thermal coal fell to $58/ton last week. Lowest in 2 years.
USS Ford cruised from Seattle to San Diego on algae marine diesel fuel.
THURSDAY OPEN
(stock #'s in %)
Market up 16/11/4. Volume light. Oil steady under $106.
VECO up 8 on upgrade. FCEL, LEDS up 8. DSTI up 7. CREE up 6. COMV up 6 on contract news. CSIQ up 5. HSOL up 4 after reporting year of lower revs and lower losses. I don't get it. RBCN up 4.
BLQN down 30. BHWX down 20 on nominal volume. CWET down another 10 after comment on recent volatility. EFOI down 8. CCTC down 4.
Market up 16/11/4. Volume light. Oil steady under $106.
VECO up 8 on upgrade. FCEL, LEDS up 8. DSTI up 7. CREE up 6. COMV up 6 on contract news. CSIQ up 5. HSOL up 4 after reporting year of lower revs and lower losses. I don't get it. RBCN up 4.
BLQN down 30. BHWX down 20 on nominal volume. CWET down another 10 after comment on recent volatility. EFOI down 8. CCTC down 4.
Wednesday, March 14, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market flat and mixed. Fed said nothing, basically. Volume a tweak light. Oil under $106 on US crude supply rise. Moscow said Syrian reforms slow in coming. Huh.
CRGE up 33. CCTC up 19. TMEN up 17. AMPD up 16. RBCN up 15. Big move, big volume. CPWY up 8.
VNDB down 27. AMEL down 14. WWPW down 12. XDSL down 11. EVSI down 10. CWET down 9 more. Wonder where this one bottoms. BWEN down 8. FTEK down 7. AONE down 6.
Market flat and mixed. Fed said nothing, basically. Volume a tweak light. Oil under $106 on US crude supply rise. Moscow said Syrian reforms slow in coming. Huh.
CRGE up 33. CCTC up 19. TMEN up 17. AMPD up 16. RBCN up 15. Big move, big volume. CPWY up 8.
VNDB down 27. AMEL down 14. WWPW down 12. XDSL down 11. EVSI down 10. CWET down 9 more. Wonder where this one bottoms. BWEN down 8. FTEK down 7. AONE down 6.
STUFF
Govt to OK geothermal plants in national parks. I'm thinking Yellowstone.
Administration launched trade case with EU and Japan against China over rare earth and other raw materials. Taking it to WTO. But manufacturers that require rare earths have already moved factories to China. Too late, BO.
NREL to invest with NTCXF in $150K "Black Silicon" research.
Senate rejected 1603, PTC amendment. They have till the end of the year, though damage will be done in intervening months.
7GW potential solar energy on Calif military bases.
Drought continues in UK (Britain, at least).
API (Am Petrol Institute) sueing EPA over "unachievable goals" for cellulosic eth in '12.
Crude glycerin superior to molasses for cattle feed: new research. I remember going to get molasses for our cattle in Colorado back in the late '80's. We would mix it in with the grain. I didn't ask to find out the cost though. I only owned part of the spray plane.
Brazilian sugarcane investment down 90% since '08. Debt, taxes blamed.
Administration launched trade case with EU and Japan against China over rare earth and other raw materials. Taking it to WTO. But manufacturers that require rare earths have already moved factories to China. Too late, BO.
NREL to invest with NTCXF in $150K "Black Silicon" research.
Senate rejected 1603, PTC amendment. They have till the end of the year, though damage will be done in intervening months.
7GW potential solar energy on Calif military bases.
Drought continues in UK (Britain, at least).
API (Am Petrol Institute) sueing EPA over "unachievable goals" for cellulosic eth in '12.
Crude glycerin superior to molasses for cattle feed: new research. I remember going to get molasses for our cattle in Colorado back in the late '80's. We would mix it in with the grain. I didn't ask to find out the cost though. I only owned part of the spray plane.
Brazilian sugarcane investment down 90% since '08. Debt, taxes blamed.
WEDNESDAY OPEN
(stock #'s in %)
Market up 32/6/1. Volume light. Fed wait. Oil still under $107.
Not much moving. CCTC rebound, up 7. RNNM up 7. VNDB up 4. NENE up 3.
CGYV down 20. AMEL down 4.
Market up 32/6/1. Volume light. Fed wait. Oil still under $107.
Not much moving. CCTC rebound, up 7. RNNM up 7. VNDB up 4. NENE up 3.
CGYV down 20. AMEL down 4.
Tuesday, March 13, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 217/56/24. Man, you never know. I've never seen this on a Fed wait. Oil down under $106.
PPRW up 22. BHWX up 15. BLDW up 12. AMSC up 8. GEVO, CERP up 7. AEIS up 6. ACPW up 5.
AEHI down 28. CCTC down 16. AMPD down 13. TMEN down 10. BWEN down 9. ALTI down 8. CLNE down 6. AMEL down 5. Solars up. Go figure.
Market up 217/56/24. Man, you never know. I've never seen this on a Fed wait. Oil down under $106.
PPRW up 22. BHWX up 15. BLDW up 12. AMSC up 8. GEVO, CERP up 7. AEIS up 6. ACPW up 5.
AEHI down 28. CCTC down 16. AMPD down 13. TMEN down 10. BWEN down 9. ALTI down 8. CLNE down 6. AMEL down 5. Solars up. Go figure.
STUFF
Japan thinking Asian super grid.
Women now make up 10% of global corp boards. Goes back, pards. To the 60's and 70's. Let the women work too. They're 50% of us. Hay. They can work. They can even lead. They may even lead better. Well, that's what men were going through in the 70's. Let women in. Hello. They're prettier. And they may have other perpectives for sales. The transition years. Men had to give up positions. To a woman. Whatever. Whatever worked better. Go women.
And by the by white boys in the 60's and 70's and after had to give it up to the darker skinned boys. And, you know, you have to give it up to the white boys for giving it all up. To women and blacks and browns and anybody who wanted more. Thank you white boys. Really. No wonder they got addicted to crack, huh?
World's oil ministers meeting quietly in Kuwait this week. 90% of world crude supply represented.
Exelon-Constellation merger closed.
US wind gen up 27% in '11.
TSLA broke out of cup with handle base. Techy investing. 20% more coming they say.
Research saw significant decline in Great Lakes ice.
US and allies took WTO action against Chinese export controls on rare earth elements.
Seattle looking to switch to LED streetlights.
NYC $2.4B effort to cleanse stormwater.
Women now make up 10% of global corp boards. Goes back, pards. To the 60's and 70's. Let the women work too. They're 50% of us. Hay. They can work. They can even lead. They may even lead better. Well, that's what men were going through in the 70's. Let women in. Hello. They're prettier. And they may have other perpectives for sales. The transition years. Men had to give up positions. To a woman. Whatever. Whatever worked better. Go women.
And by the by white boys in the 60's and 70's and after had to give it up to the darker skinned boys. And, you know, you have to give it up to the white boys for giving it all up. To women and blacks and browns and anybody who wanted more. Thank you white boys. Really. No wonder they got addicted to crack, huh?
World's oil ministers meeting quietly in Kuwait this week. 90% of world crude supply represented.
Exelon-Constellation merger closed.
US wind gen up 27% in '11.
TSLA broke out of cup with handle base. Techy investing. 20% more coming they say.
Research saw significant decline in Great Lakes ice.
US and allies took WTO action against Chinese export controls on rare earth elements.
Seattle looking to switch to LED streetlights.
NYC $2.4B effort to cleanse stormwater.
TUESDAY OPEN
(stock #'s in %)
Market up 71/22/8. Volume very light. Oil steady above $106. Fed wait. US retail sales up in Feb most in 5 months.
BLDW up 20. VNDB up 11. PSPW up 8. ADES up 6 after reporting Q. SPWR, AMSC, EFOI up 5. FSLR, GEVO up 4.
BWEN down 9 after rerporting. Hit 50 cents, rebounded up over 60 cents. CCTC down 8, hit 10 cents and started back down. LEOM down 8.
Market up 71/22/8. Volume very light. Oil steady above $106. Fed wait. US retail sales up in Feb most in 5 months.
BLDW up 20. VNDB up 11. PSPW up 8. ADES up 6 after reporting Q. SPWR, AMSC, EFOI up 5. FSLR, GEVO up 4.
BWEN down 9 after rerporting. Hit 50 cents, rebounded up over 60 cents. CCTC down 8, hit 10 cents and started back down. LEOM down 8.
Monday, March 12, 2012
STUFF
Temps on white roofs in Queens up to 43 degrees cooler than black roofs in summer.
China blocking jet orders to protest EU airline emissions fees.
Chevron said fire at NG rig offshore Nigeria finally out after 46 days.
China started filling its emergency petrol reserve.
US working NG rigs down 212 from year ago, working oil rigs up 469. US crude production forecast to rise 230kb/d in '12.
Iraq oil production now above 3mb/d.
S. Korea signed deal to develop 3 oil fields in UAE.
Chevron official said the industry may spend $30B to build US factories to convert NG into plastics.
NG pipeline from Egypt to Israel blown up for 12th time since Mubarak ousted.
China blocking jet orders to protest EU airline emissions fees.
Chevron said fire at NG rig offshore Nigeria finally out after 46 days.
China started filling its emergency petrol reserve.
US working NG rigs down 212 from year ago, working oil rigs up 469. US crude production forecast to rise 230kb/d in '12.
Iraq oil production now above 3mb/d.
S. Korea signed deal to develop 3 oil fields in UAE.
Chevron official said the industry may spend $30B to build US factories to convert NG into plastics.
NG pipeline from Egypt to Israel blown up for 12th time since Mubarak ousted.
MONDAY CLOSE
(stock #'s in %)
Market mixed, but Dow up 37. Volume stayed extremely light. Oil down under $107. Fed meets tomorrow, Wednesday. So market will stagnate. Probably.
AEHI bounced back up 32. CCTC up 25. When does it end? AMLM up 24. ECOS, NGBF up 16. WEST up 15. Back to 50-day lines. CPWY up 14 on news. OPTT up 12. SPIR up 11 on unit sale. NENE, AMEL up 9. FCEL, AMRS up 8. QTWW up 6. VNDB up 4.
CSOL down 20. CWET down 17. CRGE down 14. IFXY down 13. XSNX down 11. BSRC down 10. LSCG down 6. EFOI down 5. ACPW down 4.
Market mixed, but Dow up 37. Volume stayed extremely light. Oil down under $107. Fed meets tomorrow, Wednesday. So market will stagnate. Probably.
AEHI bounced back up 32. CCTC up 25. When does it end? AMLM up 24. ECOS, NGBF up 16. WEST up 15. Back to 50-day lines. CPWY up 14 on news. OPTT up 12. SPIR up 11 on unit sale. NENE, AMEL up 9. FCEL, AMRS up 8. QTWW up 6. VNDB up 4.
CSOL down 20. CWET down 17. CRGE down 14. IFXY down 13. XSNX down 11. BSRC down 10. LSCG down 6. EFOI down 5. ACPW down 4.
STUFF
Fewer solar panels will be installed this year v. last. 1st drop in decade. 24.8GW forecast for world. 27.7GW added in '11. Factory capacity may top 38GW this year. China may double their installs to 4.5GW this year.
Molycorp buying Toronto rare earths processor with factories in China, Thailand. $1.3B.
$24M project in Prudhoe Bay focusing on methane hydrates (ice-bound NG).
China joined India in asking industrial nations to cut emissions first. Really.
Ohio officials concluded fracking caused Youngstown earthquakes.
New light bulb, e-saving appliance regs have reduced US energy use 3.5% already. Will save us $1T through '35 (and 2 years' present energy use). And, O yea "we don't want the govt telling us what light bulbs we can buy" Neanderthals, US appliance standards go back to '74 and then-Republican gov Reagan. Feds got on board in '87 (with then-President Reagan).
Renewable energy PTC and 1603 extensions tacked onto Senate bill including Keystone pipe.
China has 1,275TCF of shale NG reserves that Exxon just told them present fracking tech won't work to get it out of the ground. China NG imports 66% higher than year ago.
Obama proposed $1B to help 10-15 cities develop infrastructure to support alt fuel vehicles. And proposed increased tax cred for AFV's from $7,500 to $10K and expanding eligible types of tech.
DeWind 20MW wind farm in N. TX now online.
Molycorp buying Toronto rare earths processor with factories in China, Thailand. $1.3B.
$24M project in Prudhoe Bay focusing on methane hydrates (ice-bound NG).
China joined India in asking industrial nations to cut emissions first. Really.
Ohio officials concluded fracking caused Youngstown earthquakes.
New light bulb, e-saving appliance regs have reduced US energy use 3.5% already. Will save us $1T through '35 (and 2 years' present energy use). And, O yea "we don't want the govt telling us what light bulbs we can buy" Neanderthals, US appliance standards go back to '74 and then-Republican gov Reagan. Feds got on board in '87 (with then-President Reagan).
Renewable energy PTC and 1603 extensions tacked onto Senate bill including Keystone pipe.
China has 1,275TCF of shale NG reserves that Exxon just told them present fracking tech won't work to get it out of the ground. China NG imports 66% higher than year ago.
Obama proposed $1B to help 10-15 cities develop infrastructure to support alt fuel vehicles. And proposed increased tax cred for AFV's from $7,500 to $10K and expanding eligible types of tech.
DeWind 20MW wind farm in N. TX now online.
MONDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume very light. Oil down under $106.
CCTC up another 30. AMLM up 22. CSKH up 20. FCEL up 13 after reporting (less losses) and new biz with cash infusion. NENE up 11. ECOS up 10. AMRS up 9. SATC, QTWW, AMEL up 7.
AMPD down 9 after news. LSCG, XSNX down 7. VNDB down 5.
Market flat and mixed. Volume very light. Oil down under $106.
CCTC up another 30. AMLM up 22. CSKH up 20. FCEL up 13 after reporting (less losses) and new biz with cash infusion. NENE up 11. ECOS up 10. AMRS up 9. SATC, QTWW, AMEL up 7.
AMPD down 9 after news. LSCG, XSNX down 7. VNDB down 5.
Friday, March 9, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 14/17/4. Volume a tweak light, not bad for a Friday. Oil up over $107. Bad for economy. The old number was over $80 was recessionary. Guess we may have to rethunk it.
AMPD up 35, nominal volume. CGYV up 20. MMMW up 14. XSNX up 12. POWR up 10 after reporting, back over all their lines. LEOM up 9. Hit 13 cents, closed at 23. What a market. CCTC up another 8. Now up over 7x since Oct. EMKR up 8. KIOR, CSIQ up 7. With solar demand expected to drop this year from last year's level, and solar factory overcapacity, I don't see why anyone is buying any solar maker (CSIQ). And almost all solars were up today. Boggles my mind. SZYM, GTAT, FCEL up 6. TSLA up 5, new high. NENE up 3.
AEHI down 24. PPRW down 22. Someone to watch. Solar projects going up. UBRG down 18. CSKH down 16. VNDB, ECOS, CRGE down 14. BHWX down 13. XDSL, TMEN down 10. PLUG down 7. QTWW down 3. LSCG down 1.
Market up 14/17/4. Volume a tweak light, not bad for a Friday. Oil up over $107. Bad for economy. The old number was over $80 was recessionary. Guess we may have to rethunk it.
AMPD up 35, nominal volume. CGYV up 20. MMMW up 14. XSNX up 12. POWR up 10 after reporting, back over all their lines. LEOM up 9. Hit 13 cents, closed at 23. What a market. CCTC up another 8. Now up over 7x since Oct. EMKR up 8. KIOR, CSIQ up 7. With solar demand expected to drop this year from last year's level, and solar factory overcapacity, I don't see why anyone is buying any solar maker (CSIQ). And almost all solars were up today. Boggles my mind. SZYM, GTAT, FCEL up 6. TSLA up 5, new high. NENE up 3.
AEHI down 24. PPRW down 22. Someone to watch. Solar projects going up. UBRG down 18. CSKH down 16. VNDB, ECOS, CRGE down 14. BHWX down 13. XDSL, TMEN down 10. PLUG down 7. QTWW down 3. LSCG down 1.
FRIDAY OPEN
(stock #'s in %)
Market up 53/8/7. Volume light. Oil up over $107. 227K new jobs and 61K more in Dec and Jan than reported earlier.
NGLPF up 13. CWET up 12. NENE bounce back, up 9. WEST up 9. QTMM up 8. GEVO up 6 more. AONE, CCTC, POWR up 5; POWR after reporting good numbers.
LEOM down 28 more. CSOL down 26 on nominal volume. LIME down 11 after reporting. ECOS down 11. LSCG down 3.
Market up 53/8/7. Volume light. Oil up over $107. 227K new jobs and 61K more in Dec and Jan than reported earlier.
NGLPF up 13. CWET up 12. NENE bounce back, up 9. WEST up 9. QTMM up 8. GEVO up 6 more. AONE, CCTC, POWR up 5; POWR after reporting good numbers.
LEOM down 28 more. CSOL down 26 on nominal volume. LIME down 11 after reporting. ECOS down 11. LSCG down 3.
Thursday, March 8, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 70/34/13. Oil up near $107. Greece got the debt swaps.
VNDB up 25. Went down to 2 cents, ended at 5. CCTC up 20. GEVO up 16. AMEL, CCGI up 15. RNNM up 11. CYAN up 10. ACPW up 8. SATC up 7. AMSC, SPWR up 6. AMRS, EMKR up 5. CREE up 4.
ECOS, NANX down 24. LEOM down 16. AMPD down 15. AMLM down 11. NENE, PSPW down 10. PLUG down 9 after reporting more losses and need for cash. HOKU down 7. ECTY down 6. CWET down 5 more. QTWW down 4.
Market up 70/34/13. Oil up near $107. Greece got the debt swaps.
VNDB up 25. Went down to 2 cents, ended at 5. CCTC up 20. GEVO up 16. AMEL, CCGI up 15. RNNM up 11. CYAN up 10. ACPW up 8. SATC up 7. AMSC, SPWR up 6. AMRS, EMKR up 5. CREE up 4.
ECOS, NANX down 24. LEOM down 16. AMPD down 15. AMLM down 11. NENE, PSPW down 10. PLUG down 9 after reporting more losses and need for cash. HOKU down 7. ECTY down 6. CWET down 5 more. QTWW down 4.
STUFF
128 new billionaires. But 117 dropped out. Net 11.
Germany supports EU emissions fees for airlines.
US solar surplus trade with China has turned into gaping deficit. $247M - really, million - surplus in '10 now something - I can't read it - billion deficit now.
Solar wind hits Earth at what, 4M mph? I thought it was 1M.
57% of Brazil's biodiesel production capacity is idle. And their GDP grew only 2.7% last year. Undermined by currrency strength. Such a problem.
LS Power completed financing, construction authorization of $550M/127MW PV solar farm in AZ. Online '13. Selling power to San Diego. Fluor doing it all.
San Diego P&E says 20% of their energy delivered to retail customers in '11 generated by clean or renewable sources.
Israel, Cyprus, Greece agreed to build undersea power cable.
Ampulse, NREL, ORNL collaborating research on eliminating waste in silicon solar cell production to reduce costs to that of fossil fuels.
Obama pushing for hybrid credits of $10k from $7.5k.
Massive beetle outbreaks in western forests changing wildlife habitats.
Last week India declared it wouldn't even consider scaling back more GHG emissions until after '20 and then only in exchange for Western dollars. Huh.
Gas mileage of new vehicles reached new high. But I don't know what it is yet.
Poland to veto EU climate road map tomorrow. Huh.
Ecuadoran judge in Chevron case dismissed. May face criminal charges.
Honda urges dealers to install NG pumps.
China promised to destroy "dirty" factories.
Renewable Energy PTC and 1603 extensions tacked onto Senate bill.
DOE offering $6M for fuel cell EV (FCEV) data collection.
Beijing converting 4 coal plants to NG by '15. They're tired of the pollution too. Capping at 15M tons of coal from 26M.
Zimbabwe Green Fuel Ethanol halted production for slow sales.
Germany supports EU emissions fees for airlines.
US solar surplus trade with China has turned into gaping deficit. $247M - really, million - surplus in '10 now something - I can't read it - billion deficit now.
Solar wind hits Earth at what, 4M mph? I thought it was 1M.
57% of Brazil's biodiesel production capacity is idle. And their GDP grew only 2.7% last year. Undermined by currrency strength. Such a problem.
LS Power completed financing, construction authorization of $550M/127MW PV solar farm in AZ. Online '13. Selling power to San Diego. Fluor doing it all.
San Diego P&E says 20% of their energy delivered to retail customers in '11 generated by clean or renewable sources.
Israel, Cyprus, Greece agreed to build undersea power cable.
Ampulse, NREL, ORNL collaborating research on eliminating waste in silicon solar cell production to reduce costs to that of fossil fuels.
Obama pushing for hybrid credits of $10k from $7.5k.
Massive beetle outbreaks in western forests changing wildlife habitats.
Last week India declared it wouldn't even consider scaling back more GHG emissions until after '20 and then only in exchange for Western dollars. Huh.
Gas mileage of new vehicles reached new high. But I don't know what it is yet.
Poland to veto EU climate road map tomorrow. Huh.
Ecuadoran judge in Chevron case dismissed. May face criminal charges.
Honda urges dealers to install NG pumps.
China promised to destroy "dirty" factories.
Renewable Energy PTC and 1603 extensions tacked onto Senate bill.
DOE offering $6M for fuel cell EV (FCEV) data collection.
Beijing converting 4 coal plants to NG by '15. They're tired of the pollution too. Capping at 15M tons of coal from 26M.
Zimbabwe Green Fuel Ethanol halted production for slow sales.
THURSDAY OPEN
(stock #'s in %)
Market up 46/19/8. Volume light. Oil up over $106. Waiting on Greece swap.
CCGI, NGLPF up 16 on nominal volume. DSTI up 12. CCTC up 10 more. ACPW, AMEL up 7, ACPW with news. CSIQ rebounded up 6.
CRGE down 34. VNDB down 27 more. CSOL down 26. ECOS down 22. EFOI, PSPW down 10. FSYS, CWET down 6. AONE down 2 more after reporting larger losses.
Market up 46/19/8. Volume light. Oil up over $106. Waiting on Greece swap.
CCGI, NGLPF up 16 on nominal volume. DSTI up 12. CCTC up 10 more. ACPW, AMEL up 7, ACPW with news. CSIQ rebounded up 6.
CRGE down 34. VNDB down 27 more. CSOL down 26. ECOS down 22. EFOI, PSPW down 10. FSYS, CWET down 6. AONE down 2 more after reporting larger losses.
Wednesday, March 7, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 78/25/9. Volume a little light. Oil up over $106. Looking like Greece debt will be swapped.
PPRW up 29 after news of project. AMLM up 21 in bounce back. CERP up 12. Back to 50-day lines. AMTX up 11. Continuing 4-bagger since July. CCTC up 10. Continuing 5-bagger since Oct. GEVO up 9. Back to 50-days. XIDE up 7.
ECOS down 23. Backing off their 50-days. VNDB down 20, their run over for now, rejected by 200-day lines. CGYV down 17 on nominal volume. CSIQ, BLDW down 13. CCGI, WWPW, NGLPF down 12. SYNM, QTMM down 10. SYNM back under 50-days from 200-day lines. QTMM back to 12-month lows. SATC down 7, new lows. DSTI down 6. NENE down 5. AMEL down 2.
Market up 78/25/9. Volume a little light. Oil up over $106. Looking like Greece debt will be swapped.
PPRW up 29 after news of project. AMLM up 21 in bounce back. CERP up 12. Back to 50-day lines. AMTX up 11. Continuing 4-bagger since July. CCTC up 10. Continuing 5-bagger since Oct. GEVO up 9. Back to 50-days. XIDE up 7.
ECOS down 23. Backing off their 50-days. VNDB down 20, their run over for now, rejected by 200-day lines. CGYV down 17 on nominal volume. CSIQ, BLDW down 13. CCGI, WWPW, NGLPF down 12. SYNM, QTMM down 10. SYNM back under 50-days from 200-day lines. QTMM back to 12-month lows. SATC down 7, new lows. DSTI down 6. NENE down 5. AMEL down 2.
STUFF
Lehman yesterday emerged from $639B bankruptcy. I guess that's where Paulsen et al came up with that $700B bailout in '08. And Lehman says it will pay back creditors starting next month. How about the trillions lost by everyone around the world in these last 4 years. O well.
Creditor group sees a Greek default creating 1T Euros damage to Eurozone and could leave Italy and Spain depending on outside help to contain contagion. And supposedly tomorrow is Greek debt swap day. Swap on.
8 largest central banks - China, ECB, US, Japan, England, France, Swiss and Germany - account for 1/3 world stock market cap. Balance sheets gone from $5.5T in '06 (when Bernanke came in) to $15T now. Quantatative easing at global level. US Fed still buying 90% of all 20 and 30-year maturity US bonds. And with near-zero interest rates, US unfunded pension obligations increased $2.9T in '11.
Back from global finance, ozone blown across Pacific from Asia descends to ground in US Swest, sometimes pushing concentrations to unacceptable levels. I guess like US coal plant emissions were causing acid rain in Europe years back.
Best Buy, Johnson Controls, PG&E and Veolia joined DOE's National Clean Fleets Partnership to reduce gas and diesel use. 18 participants now.
FL legislature working to repeal Climate Protection Act that has cap-and-trade and promotions for solar, ethanol and energy efficiency. There's always steps back.
Mexico got $300M World Bank loan to cope with changing climate.
FERC approved Maine 300kw tidal energy project.
Campbell's Soup to stop using BPA in can liners. Yay.
Gazprom top execs to Israel to talk the offshore gas fields. US has NG companies too, right?
OPEC production at highest since Oct '08. Though Iraq fields decreased production lately because new export facility delay and weather holding up tanker loading.
Comps from Spain, Russia, Malaysia vying for Cuban offshore drilling rights while US prepares for spill protection.
Repsol (Spain) still battling 2-week old well blowout on Alaska North Slope.
India's GDP up 6.1% 4Q11.
212 oil wells started in ND in Jan, up from 140 in Jan '11.
Exxon started production offshore Nigeria with 180kb/d potential.
USGS: potential 2B bls oil, 80TCF NG in North Slope shale.
Argentina world's top user of CNG. Over 1.9M vehicles. 2nd largest proven NG reserves on planet. More than US. Who's 1st? I think Russia, tho China is claiming, I think.
Happy trails, pards.
Creditor group sees a Greek default creating 1T Euros damage to Eurozone and could leave Italy and Spain depending on outside help to contain contagion. And supposedly tomorrow is Greek debt swap day. Swap on.
8 largest central banks - China, ECB, US, Japan, England, France, Swiss and Germany - account for 1/3 world stock market cap. Balance sheets gone from $5.5T in '06 (when Bernanke came in) to $15T now. Quantatative easing at global level. US Fed still buying 90% of all 20 and 30-year maturity US bonds. And with near-zero interest rates, US unfunded pension obligations increased $2.9T in '11.
Back from global finance, ozone blown across Pacific from Asia descends to ground in US Swest, sometimes pushing concentrations to unacceptable levels. I guess like US coal plant emissions were causing acid rain in Europe years back.
Best Buy, Johnson Controls, PG&E and Veolia joined DOE's National Clean Fleets Partnership to reduce gas and diesel use. 18 participants now.
FL legislature working to repeal Climate Protection Act that has cap-and-trade and promotions for solar, ethanol and energy efficiency. There's always steps back.
Mexico got $300M World Bank loan to cope with changing climate.
FERC approved Maine 300kw tidal energy project.
Campbell's Soup to stop using BPA in can liners. Yay.
Gazprom top execs to Israel to talk the offshore gas fields. US has NG companies too, right?
OPEC production at highest since Oct '08. Though Iraq fields decreased production lately because new export facility delay and weather holding up tanker loading.
Comps from Spain, Russia, Malaysia vying for Cuban offshore drilling rights while US prepares for spill protection.
Repsol (Spain) still battling 2-week old well blowout on Alaska North Slope.
India's GDP up 6.1% 4Q11.
212 oil wells started in ND in Jan, up from 140 in Jan '11.
Exxon started production offshore Nigeria with 180kb/d potential.
USGS: potential 2B bls oil, 80TCF NG in North Slope shale.
Argentina world's top user of CNG. Over 1.9M vehicles. 2nd largest proven NG reserves on planet. More than US. Who's 1st? I think Russia, tho China is claiming, I think.
Happy trails, pards.
WEDNESDAY OPEN
(stock #'s in %)
Market up 16/12/2. Volume light. Oil steady under $105. ADP: 216k new private sector jobs in Feb. Still Greece wait, supposedly settling tomorrow.
VNDB up 16. QTWW up another 15. NGBF up 12. DSTI up 11. NEXS up 10. AMEL up 8. BIOF, SYNM, BWEN up 6.
PSPW down 12. CSIQ down 11 more after reporting losses. RNNM down 10. BFRE down 8. AONE down 4 more.
Market up 16/12/2. Volume light. Oil steady under $105. ADP: 216k new private sector jobs in Feb. Still Greece wait, supposedly settling tomorrow.
VNDB up 16. QTWW up another 15. NGBF up 12. DSTI up 11. NEXS up 10. AMEL up 8. BIOF, SYNM, BWEN up 6.
PSPW down 12. CSIQ down 11 more after reporting losses. RNNM down 10. BFRE down 8. AONE down 4 more.
Tuesday, March 6, 2012
TUESDAY CLOSE
(stock #'s in %)
Market down 203/40/20. Volume avg. Oil down under $105.
AEHI up 37. Doesn't even give bid and ask. QTWW up 22, over 50-day lines. EFOI up 16, back to top 200-day line. VNDB fell back again, up 11. KIOR up 11 on upgrade. ECOS up 11. LSCG up another 9, up 25 since I mentioned it a few days ago. NPWZ up 9. LEOM, DSTI up 8. NENE up 3 more. AONE up 1 after announcing new customers.
MGLT down 42. AMLM down 25. BYDDF, UBRG down 11. CWET, BIOF down 8. BFRE, WEST down 7. ZOLT down 5. CSIQ, AMEL down 3.
Market down 203/40/20. Volume avg. Oil down under $105.
AEHI up 37. Doesn't even give bid and ask. QTWW up 22, over 50-day lines. EFOI up 16, back to top 200-day line. VNDB fell back again, up 11. KIOR up 11 on upgrade. ECOS up 11. LSCG up another 9, up 25 since I mentioned it a few days ago. NPWZ up 9. LEOM, DSTI up 8. NENE up 3 more. AONE up 1 after announcing new customers.
MGLT down 42. AMLM down 25. BYDDF, UBRG down 11. CWET, BIOF down 8. BFRE, WEST down 7. ZOLT down 5. CSIQ, AMEL down 3.
STUFF
US oil production up 14% since '08. Texas, N. Dakota leading.
2/3 of Nevada homes under water.
Gulf of Mex abnormally warm.
GM idling Volt production 5 weeks. Slow sales.
3 more coal power plants set to close in W. PA. 1 a 1.9GW plant that can't afford $700M for new scrubbers.
GE announced contract with German developer for 113MW of wind generators for 4 projects.
USGS survey of E. Africa a few years back estimated 71B bls oil in shallow pockets.
US has up to 2.1T bls oil now accessible with fracking.
Proposed BP $7.8B settlement with local biz, peeps from $20B set aside. Still the fed settlement to come.
Japanese developers find growing interest in homes with solar.
Iceland storage project turns CO2 into stone. Replacing smokestacks with well injection.
ARPA-E to spend $150M on new grants this year "open to all areas imaginable".
Thawing Arctic Sea may increase mercury deposits: study.
Climate change will shrink water supplies in Central Am: another study.
Bickering over "off limits" uranium in Grand Canyon.
Obama: economy v. conservation a "false choice".
Chesapeake Bay oysters rebounding despite pollution, overfishing. You want to eat oysters living in pollution?
GM plans to sell NG-fueled pickups.
White House started review of EPA oil and gas rules.
Turkey launched conservation plan to preserve biodiversity. Do they have wild turkeys?
$299 solar marketing kits for contractors gaining steam.
French, Brit companies signed MOU to develop ocean power turbine farms in Channel.
Iran repealed death sentence for ex-Marine accused of spying. Supreme Court ordered retrial.
2/3 of Nevada homes under water.
Gulf of Mex abnormally warm.
GM idling Volt production 5 weeks. Slow sales.
3 more coal power plants set to close in W. PA. 1 a 1.9GW plant that can't afford $700M for new scrubbers.
GE announced contract with German developer for 113MW of wind generators for 4 projects.
USGS survey of E. Africa a few years back estimated 71B bls oil in shallow pockets.
US has up to 2.1T bls oil now accessible with fracking.
Proposed BP $7.8B settlement with local biz, peeps from $20B set aside. Still the fed settlement to come.
Japanese developers find growing interest in homes with solar.
Iceland storage project turns CO2 into stone. Replacing smokestacks with well injection.
ARPA-E to spend $150M on new grants this year "open to all areas imaginable".
Thawing Arctic Sea may increase mercury deposits: study.
Climate change will shrink water supplies in Central Am: another study.
Bickering over "off limits" uranium in Grand Canyon.
Obama: economy v. conservation a "false choice".
Chesapeake Bay oysters rebounding despite pollution, overfishing. You want to eat oysters living in pollution?
GM plans to sell NG-fueled pickups.
White House started review of EPA oil and gas rules.
Turkey launched conservation plan to preserve biodiversity. Do they have wild turkeys?
$299 solar marketing kits for contractors gaining steam.
French, Brit companies signed MOU to develop ocean power turbine farms in Channel.
Iran repealed death sentence for ex-Marine accused of spying. Supreme Court ordered retrial.
TUESDAY OPEN
(stock #'s in %)
Market down 161/39/17. Volume a little heavy. Oil down under $106. The selloff we've been waiting for. Market straight up since mid December. Greece may default after all - this week. And there's just been more negatives than positives floating around.
Well, I should have taken the crap shoot yesterday on VNDB. Up 33. Still no news. EFOI bounce back, up 13. NGBF up 12. ECOS up 11. LSCG up another 5. NENE up another 4.
AMLM down 33. NGLPF down 15. BYDDF down 11. CWET down 8. DSTI, BFRE down 7. CSIQ down another 3, HSOL and CSUN down 5 and JASO down 1.
Market down 161/39/17. Volume a little heavy. Oil down under $106. The selloff we've been waiting for. Market straight up since mid December. Greece may default after all - this week. And there's just been more negatives than positives floating around.
Well, I should have taken the crap shoot yesterday on VNDB. Up 33. Still no news. EFOI bounce back, up 13. NGBF up 12. ECOS up 11. LSCG up another 5. NENE up another 4.
AMLM down 33. NGLPF down 15. BYDDF down 11. CWET down 8. DSTI, BFRE down 7. CSIQ down another 3, HSOL and CSUN down 5 and JASO down 1.
Monday, March 5, 2012
MONDAY CLOSE
(stock #'s in %)
Very frunky. Yea I made up another word. Hello. Market down 14/25/5. Volume a tweak light. Oil up over $107. So, Notandyahoo meet with Obama may have legs. And McCain wants to bomb Syria. While al kada (I spell it like I want to spell it) and hamas and or hexballa support the syrain rebs. i herd diplomacy is as taught as t'was in cuban missile crisis. duck and cover, kids. duck. and cover.
The word is ... frunky. VNDB up 87. Yep. Came back. Thought about buying it. But what is a crap shoot in your head. IFXY, PTOS up 18. Whatever and whatever. NGLPF up 15. I actually like these geothermal guys. Though they may be going bankrupt with DOE loan guarantee. Not sure on that but just kinda rememberin. NENE, CCTC up 13. NENE may be the real deal folks. Not to disparage (spelling?) CCTC. They may be 2. AMLM up 11. Lithium. Do they have it or not? What's the competition. et cetera etcetera. Or are they charlatans? Time tells. PSPW, BLDW up 10. Either one I couldn't tell you squat yet. Though BLDW had volume.
PPRW down 29. WWPW down 22. LEOM down 20. MKTY down 17. 555 shares. That's the height of the Washington Monument and the Great Pyramid by the way. By my read. 555 feet each. EFOI down 16. APWR down 15. CSKH down 14. CPWY down 13. ECOS down 11. AONE, LEDS, CRGE down 10. AONE heavy volume. CSIQ, BIOF down 9. ASYS, DSTI, CWET down 9. FSLR down 6, new low. Question out there if THEY can even survive.
And, O yea, 88 homes in my county wiped out by Friday tornado. 200-year old barns gone. In early March. 4 deaths I know of.
What a world.
Very frunky. Yea I made up another word. Hello. Market down 14/25/5. Volume a tweak light. Oil up over $107. So, Notandyahoo meet with Obama may have legs. And McCain wants to bomb Syria. While al kada (I spell it like I want to spell it) and hamas and or hexballa support the syrain rebs. i herd diplomacy is as taught as t'was in cuban missile crisis. duck and cover, kids. duck. and cover.
The word is ... frunky. VNDB up 87. Yep. Came back. Thought about buying it. But what is a crap shoot in your head. IFXY, PTOS up 18. Whatever and whatever. NGLPF up 15. I actually like these geothermal guys. Though they may be going bankrupt with DOE loan guarantee. Not sure on that but just kinda rememberin. NENE, CCTC up 13. NENE may be the real deal folks. Not to disparage (spelling?) CCTC. They may be 2. AMLM up 11. Lithium. Do they have it or not? What's the competition. et cetera etcetera. Or are they charlatans? Time tells. PSPW, BLDW up 10. Either one I couldn't tell you squat yet. Though BLDW had volume.
PPRW down 29. WWPW down 22. LEOM down 20. MKTY down 17. 555 shares. That's the height of the Washington Monument and the Great Pyramid by the way. By my read. 555 feet each. EFOI down 16. APWR down 15. CSKH down 14. CPWY down 13. ECOS down 11. AONE, LEDS, CRGE down 10. AONE heavy volume. CSIQ, BIOF down 9. ASYS, DSTI, CWET down 9. FSLR down 6, new low. Question out there if THEY can even survive.
And, O yea, 88 homes in my county wiped out by Friday tornado. 200-year old barns gone. In early March. 4 deaths I know of.
What a world.
MONDAY OPEN
(stock #'s in %)
Market down 71/18/7. Volume normal. Oil down near $106. China cut GDP forecast to 7.5% growth in '12 with 4% inflation target. More data out showing Europe slowdown. US service sector up in Feb, factory orders down 1% in Jan.
VNDB up 150. Jump from 50-day lines to over 200-day lines. Haven't seen any news. Now 190, as I write. NENE up 13. Up to August highs. BHWX up 12. AMLM up 11 more. OOIL up 8. Over 50-day lines. VNDB back to 170 now. ALTI up 7.
QTMM down 15. EFOI down 13 on news of investment. BIOF down 10. LSCG, CWET, RSOL, VRNM, CSIQ down 7; VRNM on financial news.
Market down 71/18/7. Volume normal. Oil down near $106. China cut GDP forecast to 7.5% growth in '12 with 4% inflation target. More data out showing Europe slowdown. US service sector up in Feb, factory orders down 1% in Jan.
VNDB up 150. Jump from 50-day lines to over 200-day lines. Haven't seen any news. Now 190, as I write. NENE up 13. Up to August highs. BHWX up 12. AMLM up 11 more. OOIL up 8. Over 50-day lines. VNDB back to 170 now. ALTI up 7.
QTMM down 15. EFOI down 13 on news of investment. BIOF down 10. LSCG, CWET, RSOL, VRNM, CSIQ down 7; VRNM on financial news.
Friday, March 2, 2012
FRIDAY CLOSE
(stock #'s in %)
Market down 2/12/4. Volume a little light - Friday normal. Oil under $107.
MKTY up 33. FDEI up 23. AMPD up 12. VRNM, ZAAP, RNNM, CPWY up 11. AEHI up 10. LSCG, QTMM up 9. Again, I recommended LSCG yesterday at $1. ASTI up 8. AMEL up 4.
PTOS down 20. AMLM, CSGH down 10. GEVO down 9. FCEL down 6. NENE down 4.
Market down 2/12/4. Volume a little light - Friday normal. Oil under $107.
MKTY up 33. FDEI up 23. AMPD up 12. VRNM, ZAAP, RNNM, CPWY up 11. AEHI up 10. LSCG, QTMM up 9. Again, I recommended LSCG yesterday at $1. ASTI up 8. AMEL up 4.
PTOS down 20. AMLM, CSGH down 10. GEVO down 9. FCEL down 6. NENE down 4.
STUFF
US uses 95 quadrillion BTU's of energy/year. Lawrence Livermore says 58% of that is wasted due to inefficiencies. We generate 38 quad BTU's - 11T kwh - of electricity and waste 7.7T kwh of that. Over 68%. Outdated power grid responsible for most. In '10, EPA says avg retail el went for 9.8 cents/kwh. That's $1.1T, $750B of it wasted. Just getting to 50% efficiency would pump $200B/y into economy. At $50k avg salary, that's 4M jobs. I wish Washington could do something.
CO2 is pushing oceans into acidic "unknown territory". Turning acidic faster at any time in past 300M years.
UK giving airlines free EU carbon allowances.
DOE pledged $180M for offshore wind R&D.
Romney picked oil billionaire to advise on energy. Should we expect anything different?
Court denied NM request to delay emissions controls at coal plant.
New Ford Focus got 105mpg rating from EPA.
DOE unveiled plans to develop small modular nuke reactors.
Army issued draft request for proposals for $7B in renewable energy contracts.
Abound Solar halted their 1st-gen thin-film production. Temp layoff of 180 at Colo plant. $400M DOE loan guarantee in '10. $70M drawn on it. Hopes to get 2nd-gen module in production by yearend. Large IN plant in limbo.
Brent crude hit $128 Thursday.
Calif startup announced major improvement in batt tech that would allow manufacturing of EV's with 300-mile range at much lower cost than now.
65% of US algae producers plan to expand capacity this year.
CO2 is pushing oceans into acidic "unknown territory". Turning acidic faster at any time in past 300M years.
UK giving airlines free EU carbon allowances.
DOE pledged $180M for offshore wind R&D.
Romney picked oil billionaire to advise on energy. Should we expect anything different?
Court denied NM request to delay emissions controls at coal plant.
New Ford Focus got 105mpg rating from EPA.
DOE unveiled plans to develop small modular nuke reactors.
Army issued draft request for proposals for $7B in renewable energy contracts.
Abound Solar halted their 1st-gen thin-film production. Temp layoff of 180 at Colo plant. $400M DOE loan guarantee in '10. $70M drawn on it. Hopes to get 2nd-gen module in production by yearend. Large IN plant in limbo.
Brent crude hit $128 Thursday.
Calif startup announced major improvement in batt tech that would allow manufacturing of EV's with 300-mile range at much lower cost than now.
65% of US algae producers plan to expand capacity this year.
FRIDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume a little weak. Oil down under $108 after Sauds deny fire story.
BIOF, ZAAP up 11. VRNM, AMEL up 9. ELON up 6. LSCG up 1.
ENSL down 17. PTOS down 11. NENE down 7. EFOI down 6. CRGE down 5. AONE down 4 on downgrade. SATC down 3.
Market flat and mixed. Volume a little weak. Oil down under $108 after Sauds deny fire story.
BIOF, ZAAP up 11. VRNM, AMEL up 9. ELON up 6. LSCG up 1.
ENSL down 17. PTOS down 11. NENE down 7. EFOI down 6. CRGE down 5. AONE down 4 on downgrade. SATC down 3.
Thursday, March 1, 2012
STUFF
Another hybrid vehicle maker - Bright Automotive - gone under.
EIA estimate world shale gas reserves in 32 countries ~5,760TCF.
Bridgelux, Chevron formed pact to finance LED lighting for cities. Street lights 10-40% of energy costs. 35M street lights in US. Just right there. Stop the text right there. 35M street lights in the US. Just think about that. >.1 street light per person. OK, let's go forth. 70% could use LED's. The rest can't be converted. Or perverted, if you are Republican. Just joking. I joke. Who doesn't, huh?
Decision on Chinese solar import tariffs delayed by US.
CREE remains LED leader in China: Piper Jaffray. China LED comps still 2-3 years behind in tech. LED street lamp mart could grow 80% this year. Low hangin fruit, A? CREE still has 70% share of China outdoor lighting mart.
Bill Clinton - remember him? - backing Keystone XL pipeline. Well, sure, who doesn't?
Bingaman intro'd long-awaited clean energy bill probably going nowhere.
BLM rejected bid for sprawling Powder River Basin coal tract.
Chevron in talks with Russia (Putin?) about Arctic exploration.
Oil sands comps agreed to share info.
Abound Solar halted thin-film production.
American Chem Society says 80% of farmland would have to be planted in corn to meet RFS targets with 1st gen biofuels. How stupid would that be?
Ohio's Andersons buying Iowa's Amaizing Energy Ethanol's 2.7M bushel grain terminal, Anderson's 1st ethanol plant west of Mississippi.
Sinopec unveiled massive plan for av biofuels production in China.
And we go onward and upward.
EIA estimate world shale gas reserves in 32 countries ~5,760TCF.
Bridgelux, Chevron formed pact to finance LED lighting for cities. Street lights 10-40% of energy costs. 35M street lights in US. Just right there. Stop the text right there. 35M street lights in the US. Just think about that. >.1 street light per person. OK, let's go forth. 70% could use LED's. The rest can't be converted. Or perverted, if you are Republican. Just joking. I joke. Who doesn't, huh?
Decision on Chinese solar import tariffs delayed by US.
CREE remains LED leader in China: Piper Jaffray. China LED comps still 2-3 years behind in tech. LED street lamp mart could grow 80% this year. Low hangin fruit, A? CREE still has 70% share of China outdoor lighting mart.
Bill Clinton - remember him? - backing Keystone XL pipeline. Well, sure, who doesn't?
Bingaman intro'd long-awaited clean energy bill probably going nowhere.
BLM rejected bid for sprawling Powder River Basin coal tract.
Chevron in talks with Russia (Putin?) about Arctic exploration.
Oil sands comps agreed to share info.
Abound Solar halted thin-film production.
American Chem Society says 80% of farmland would have to be planted in corn to meet RFS targets with 1st gen biofuels. How stupid would that be?
Ohio's Andersons buying Iowa's Amaizing Energy Ethanol's 2.7M bushel grain terminal, Anderson's 1st ethanol plant west of Mississippi.
Sinopec unveiled massive plan for av biofuels production in China.
And we go onward and upward.
1:40P
Yesterday I said buy LSCG at $1.19. It did go up 5 percent this morning but I never expected to see it back at $1. Yesterday's recommendation was like a 2 year hold. Today the buy recommendation is shorter term and play this stock all the way up to 10x gain or just hold it in whatever years forward.
THURSDAY OPEN
(stock #'s in %)
Market up 34/12/4. Volume a tweak over normal. Oil up near $108.
CGYV up 30. CSKH up 15. PSPW up 14 on 400 shs. CCGI, PTOS up 11. CCGI crossed over a 200-day line. AONE up 6 on contract news. LSCG, XSNX up 5.
TMEN down 14 on 550 shs. EFOI, IFXY down 10. EFOI back to 200-day line. GEVO down 6. UBRG down 4. BFRE down 3. AMEL down 2. NENE down 1.
Market up 34/12/4. Volume a tweak over normal. Oil up near $108.
CGYV up 30. CSKH up 15. PSPW up 14 on 400 shs. CCGI, PTOS up 11. CCGI crossed over a 200-day line. AONE up 6 on contract news. LSCG, XSNX up 5.
TMEN down 14 on 550 shs. EFOI, IFXY down 10. EFOI back to 200-day line. GEVO down 6. UBRG down 4. BFRE down 3. AMEL down 2. NENE down 1.
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