(stock #'s in %)
Market down 14/22/5. Volume normal. It's been normal all year ('12). Oil down 10 cents. Spain central bank consulting experts on setting up holding comp for toxic real estate assets. And on and on we go.
CLNT up 16. VECO up 11 after reporting. Back over top (200-day) line. VNDB up 9. XSNX up 8. BLDP up 7. Went from bottom line (a 200) through 2 lines to top line (a 50). CSUN, PLUG up 6. PLUG another fuel cell com like BLDP. PLUG a move off bottom. CSUN 1 of the ups in mixed Chinese solars (LDK Solar laying off 5,554 workers). CSIQ was up. ENZR up 4 on news. Came up off top 200-day line. SLMU up 3. They purchased balance of Solar Samoa. 1st project 4.5MW for 1st-yr revs of ~$2.5M.
AMPD down 25. They may be going bankrupt. XDSL down 20. They may be bankrupt. PSPW down 10 on nominal volume. CRGE down 7. Watch them. May be climbing out. AONE, BWEN, HSOL, SATC down 6. AONE trying to start a climbout. Volume there. BWEN making double bottom with Oct. HSOL a double bottom with Jan. SATC can't beat their 50-day lines. NANO, JASO down 5. NANO day 2. JASO double bottoming with Jan. NFEC, CREG down 3. NENE, GPRE down 2. MXWL down 1.
Monday, April 30, 2012
STUFF
Once more, that survey from last week. 75% of US voters favor regulating CO2 as GHG pollutant. 72% believe global warming should be a priority for govt. Someone tell the politicians talking like Neanderthals.
Climate change expanding allergy risks: experts.
Study: particulate pollution shielded eastern US from warming.
IEA: global GHG emissions will nearly double by '50 under current policies.
Brits experiencing 1 of wettest Aprils on record after unusually dry winter.
Peru latest nation to approve climate change initiative.
Report: $75B/yr needed to keep elgen, US grid system running smoothly.
US, India moved toward $125M partnership on biofuels production, solar tech development and E efficiency. U of FL, NREL, LBNL on US team.
US gasoline demand this year running 5.5% below '11.
Japan drilling probe set new world record at 25,400' blw ocean surf.
New study found GHG emissions for palm oil production significantly underestimated. Could be worse than oil sands fuels.
US NG for fall delivery trading at record premiums. Prices may rebound soon.
India's consumption of refined fuel products up 4.9% in last fiscal year. Growth in vehicles, more use of diesel elgen because of coal/grid crisis.
N Sudan says they will not allow any S Sudan oil through their pipelines. Get those pipelines to Kenya built.
Cuba supporting Argentine nationalization of YPF. Cuba's new oil exploration/development may have something to do with it.
China and Iceland announced deal on Iceland's oil-rich Arctic region.
Ukraine planning E5 blend by '14. Argentina likely to boost biodisel blending to 10% with Spain, maybe others, cutting diesel exports to them.
5 S African countries to establish research center on climate change in sub-Saharan Africa.
Climate change expanding allergy risks: experts.
Study: particulate pollution shielded eastern US from warming.
IEA: global GHG emissions will nearly double by '50 under current policies.
Brits experiencing 1 of wettest Aprils on record after unusually dry winter.
Peru latest nation to approve climate change initiative.
Report: $75B/yr needed to keep elgen, US grid system running smoothly.
US, India moved toward $125M partnership on biofuels production, solar tech development and E efficiency. U of FL, NREL, LBNL on US team.
US gasoline demand this year running 5.5% below '11.
Japan drilling probe set new world record at 25,400' blw ocean surf.
New study found GHG emissions for palm oil production significantly underestimated. Could be worse than oil sands fuels.
US NG for fall delivery trading at record premiums. Prices may rebound soon.
India's consumption of refined fuel products up 4.9% in last fiscal year. Growth in vehicles, more use of diesel elgen because of coal/grid crisis.
N Sudan says they will not allow any S Sudan oil through their pipelines. Get those pipelines to Kenya built.
Cuba supporting Argentine nationalization of YPF. Cuba's new oil exploration/development may have something to do with it.
China and Iceland announced deal on Iceland's oil-rich Arctic region.
Ukraine planning E5 blend by '14. Argentina likely to boost biodisel blending to 10% with Spain, maybe others, cutting diesel exports to them.
5 S African countries to establish research center on climate change in sub-Saharan Africa.
MONDAY OPEN
(stock #'s in %)
Market down 26/16/6. Volume very light. Oil down 50 cents.
AMTX up 29 on 1K shs. CLNT up 25 on new contract (only $1M+). NGLPF up 16. NEXS up 13. Is the bottom in? AXPW up 9. Off 50-day lines, hit 200-days and now back some. SLMU up 8. AMEL up 3.
BHWX down 37. Back to bottom. LEXG down 13. Back to 200-day (top) lines. DYMTF down 11. Back to bottom. VNDB down 10. Coming back from lastest surge. CERP down 8. New low. HOKU down 7. Bottom and sinking. CBAK down 6. NFEC down 5. MXWL down 2.
Market down 26/16/6. Volume very light. Oil down 50 cents.
AMTX up 29 on 1K shs. CLNT up 25 on new contract (only $1M+). NGLPF up 16. NEXS up 13. Is the bottom in? AXPW up 9. Off 50-day lines, hit 200-days and now back some. SLMU up 8. AMEL up 3.
BHWX down 37. Back to bottom. LEXG down 13. Back to 200-day (top) lines. DYMTF down 11. Back to bottom. VNDB down 10. Coming back from lastest surge. CERP down 8. New low. HOKU down 7. Bottom and sinking. CBAK down 6. NFEC down 5. MXWL down 2.
Saturday, April 28, 2012
STUFF
China to lend S Sudan $8B. That's where the oil comes from (not N Sudan). Also paying Iran in gold for oil.
Sauds stockpiling 390kb/d. Insurance for peak power demand in summer. In past, they could pump out of the ground. So. Maybe they're at peak production - now hovering below 10mb/d.
EIA: '05-'11 world crude production rose .5%/y. Used to be 1.6%.
Somalia thought to have 6B bls of oil. Australian explorers noted hand grenades tossed into the back of their vehicles.
Southern Co (4 utilities) has gone from 70% coal, 16% NG 5 years ago to 47% NG, 35% coal now. They are now 3rd in NG use behind NextEra Energy (S FL) and Calpine.
NG elgen up 24% last year in US. Expect 14% more this year.
AEP used 80M tons of coal in '08. Expects to use 55M this year. By '20, 50% of elgen will be from coal. And they spent $7.2B in last decade reducing coal emissions 80%.
Duke E, Sumitomo finalized 50/50 ownership deal for 2 Kansas wind farms, securing $353M for construction, operating costs for 299MW total. Online yearend.
Fuji Electric - turbine gen equipment supplier - invested $10M in Energy Source's 49MW geothermal plant near Salton Sea. Online in '15.
Fed holds 1.5X of Treasury bonds than China and a little more than that of Japan's holdings. $1.7T to $1.1T of China's. China leveled off in '10. Fed up from $.7T in '10. Fed bought 61% of '11 issuance.
Petro China expects to spend $60B this decade to find oil around the world.
In Nixon years, 2% of labor force was disabled. Now it's 6%. Since June '09, 4.7M added. If unemployed were reported like back in Depression, it would be 22%, slightly below Depression #'s.
Onward and upward, pards.
Sauds stockpiling 390kb/d. Insurance for peak power demand in summer. In past, they could pump out of the ground. So. Maybe they're at peak production - now hovering below 10mb/d.
EIA: '05-'11 world crude production rose .5%/y. Used to be 1.6%.
Somalia thought to have 6B bls of oil. Australian explorers noted hand grenades tossed into the back of their vehicles.
Southern Co (4 utilities) has gone from 70% coal, 16% NG 5 years ago to 47% NG, 35% coal now. They are now 3rd in NG use behind NextEra Energy (S FL) and Calpine.
NG elgen up 24% last year in US. Expect 14% more this year.
AEP used 80M tons of coal in '08. Expects to use 55M this year. By '20, 50% of elgen will be from coal. And they spent $7.2B in last decade reducing coal emissions 80%.
Duke E, Sumitomo finalized 50/50 ownership deal for 2 Kansas wind farms, securing $353M for construction, operating costs for 299MW total. Online yearend.
Fuji Electric - turbine gen equipment supplier - invested $10M in Energy Source's 49MW geothermal plant near Salton Sea. Online in '15.
Fed holds 1.5X of Treasury bonds than China and a little more than that of Japan's holdings. $1.7T to $1.1T of China's. China leveled off in '10. Fed up from $.7T in '10. Fed bought 61% of '11 issuance.
Petro China expects to spend $60B this decade to find oil around the world.
In Nixon years, 2% of labor force was disabled. Now it's 6%. Since June '09, 4.7M added. If unemployed were reported like back in Depression, it would be 22%, slightly below Depression #'s.
Onward and upward, pards.
FRIDAY CLOSE
(stock #'s in %)
Market up 23/18/3. Volume normal (no Friday fall off). Oil up near $105.
SLMU up 51. Zoom off 50-day (top) lines. PTOS up 38. Off the bottom. BHWX up 29. Back to 50-day (bottom) lines. CRGE up 27. Punch out over 50-day (bottom) lines. AONE up 16. Off the bottom. MGLT up 11. IFXY up 9. Riding along 50-days (bottom). PANL up 8. Punch out over top line. ACPW up 2. Climbing out above 50's (bottom lines).
MXWL down 39. Back to 3-year low. Oversold seriously on downgrade and Q report. AMEL down 17. Back to 50-day (bottom) lines. VNDB, APWR, WWPW down 16. NANO down 13. Plunge through all the lines on heavy volume. NENE down 12. Back under 50-day (top) lines. NFEC down 11. AETI, ALTI, BIOF, PEIX down 8. BIOF slipped below 200-day (bottom) lines. PEIX still above theirs. (GPRE was up 3. They've plummeted to a new bottom this month which makes no sense except that no one likes ethanol from food.) NTCXF down 7. CLNT down 5, back down near bottom 200-day.
Market up 23/18/3. Volume normal (no Friday fall off). Oil up near $105.
SLMU up 51. Zoom off 50-day (top) lines. PTOS up 38. Off the bottom. BHWX up 29. Back to 50-day (bottom) lines. CRGE up 27. Punch out over 50-day (bottom) lines. AONE up 16. Off the bottom. MGLT up 11. IFXY up 9. Riding along 50-days (bottom). PANL up 8. Punch out over top line. ACPW up 2. Climbing out above 50's (bottom lines).
MXWL down 39. Back to 3-year low. Oversold seriously on downgrade and Q report. AMEL down 17. Back to 50-day (bottom) lines. VNDB, APWR, WWPW down 16. NANO down 13. Plunge through all the lines on heavy volume. NENE down 12. Back under 50-day (top) lines. NFEC down 11. AETI, ALTI, BIOF, PEIX down 8. BIOF slipped below 200-day (bottom) lines. PEIX still above theirs. (GPRE was up 3. They've plummeted to a new bottom this month which makes no sense except that no one likes ethanol from food.) NTCXF down 7. CLNT down 5, back down near bottom 200-day.
Friday, April 27, 2012
STUFF
US Navy plans to sign deals next few years for 1GW of "renewable" E. I think they meant clean E. Though they might be including biofuels. I wish everybody could talk the same energy language.
IEA: clean E lag means world headed for 6 degrees Celsius temp rise. They didn't give the time frame. But hay, what's 6 degrees, huh?
Calif gov ordered state bldgs to cut E use, add "green" power. He must have meant "clean" power. Who knows, huh? Maybe "renewables" there too.
Controversial coal power plant approved in Miss. Ole Miss. Okla utility to shut down 1 coal unit, upgrade 2nd.
Mexico may open up its oil reserves to foreign investment.
Layoffs in US wind power accelerating as Congress fails to act on tax credit. Real peoples' lives involved. Let alone clean E.
Baghdad talking 10mb/d production within 6 years. Well, goody for them, huh? Who - um - helped mightily to bring that wealth about?
OK, enough with the comments.
China plans for consumption of 5M tons of eth from '11-'15. Double previous 5 year plan. By my math that's 1.67B gals over 5 years. Check my math.
enXco got Cal PUC approval for 102MW wind project. Originally built in '89 with 100kw turbines. They're gone to be replaced by REpower 2MW turbs. Online yearend.
Next Era - leading US wind E comp - to stop new projects without extended tax credit.
Tests by Altaeres Energies' "flying" wind turbine in Maine showed at 1K ft abv ground turbine will gen 5-8X the power of one at 350 ft (conventional current tech).
Fed student loans outstanding have >tripled - as % of GDP (1 to 3) - since '08. Great. Lots more are getting smarter.
Turkey began exploring drilling in N Cyprus. Pissing off Greece and whomever else, probably.
India and Pakistan opening up $4B refinery on the border. A thaw in relations. Just don't mention Kashmir. Processes 9M tons of crude/y. By my math 27K bls/y. Not a big number. At all. Check my math.
Drought relief for TX could be only temporary if current La Nina (unusually cool surface waters in tropical Pacific) persists into 3rd year. Also dry great plains. Tho an expert says we are clearly headed out of La Nina at least for summer.
Senate appropriations approved boost of funds for clean E development and search for nuke waste storage.
Both of Cal's nuke plants now shut down after "jellyfish-like creatures" clogged Diablo Canyon intake pipes.
UK prime minister called for global carbon price and "renewables" push.
Canadian comps shelved $1.4B carbon capture/storage project.
FERC chief wants new study of solar storm threat, more powers to deal with cyber attacks.
Discovery Channel criticized for silence on climate change.
EPA got new science advisor. Enviro health expert. Connecting a dot to new World Bank exec - a health expert.
White House touted a "bioeconomy". Hoo rah.
Judge: dams should be taken down to help Columbia River salmon. Oregon officials seek permission to kill salmon-killing birds. Are griz next?
Survey said voters favor CO2 regs, believe global warming should be priority. When have you known voters to be that egalitarian? But, is this a new world? Anyway, if really true, it's good news. And should be driven up Congress Hill and into their offices.
TEPCO moved to sell controlling stake to Japan govt.
Healy Biodiesel in Kansas to quadruple production capacity to 1M gal/yr.
PEIX wants to raise $100M.
Enerkem put off IPO plans. Biofuels.
Neste Oil sold 1st batch of biodiesel to US.
Senate Ag Committee OK'd $800M for farm energy programs. And DOE OK'd for $100M more for advanced biofuels. Much more than that is needed.
GM announced China will be testbed for 2-seat "networked vehicle" - com with other vehicles, auto or manual control, solar roof.
Clean Energy Ministerial concluded in London. Energy, Enviro "ministers" from 22 countries and EU agreed to share efficiency tech, map solar, wind potential, fund low-E flat screen TV and bring "modern" lighting to 2M in India by '16. That's it?!
IEA: clean E lag means world headed for 6 degrees Celsius temp rise. They didn't give the time frame. But hay, what's 6 degrees, huh?
Calif gov ordered state bldgs to cut E use, add "green" power. He must have meant "clean" power. Who knows, huh? Maybe "renewables" there too.
Controversial coal power plant approved in Miss. Ole Miss. Okla utility to shut down 1 coal unit, upgrade 2nd.
Mexico may open up its oil reserves to foreign investment.
Layoffs in US wind power accelerating as Congress fails to act on tax credit. Real peoples' lives involved. Let alone clean E.
Baghdad talking 10mb/d production within 6 years. Well, goody for them, huh? Who - um - helped mightily to bring that wealth about?
OK, enough with the comments.
China plans for consumption of 5M tons of eth from '11-'15. Double previous 5 year plan. By my math that's 1.67B gals over 5 years. Check my math.
enXco got Cal PUC approval for 102MW wind project. Originally built in '89 with 100kw turbines. They're gone to be replaced by REpower 2MW turbs. Online yearend.
Next Era - leading US wind E comp - to stop new projects without extended tax credit.
Tests by Altaeres Energies' "flying" wind turbine in Maine showed at 1K ft abv ground turbine will gen 5-8X the power of one at 350 ft (conventional current tech).
Fed student loans outstanding have >tripled - as % of GDP (1 to 3) - since '08. Great. Lots more are getting smarter.
Turkey began exploring drilling in N Cyprus. Pissing off Greece and whomever else, probably.
India and Pakistan opening up $4B refinery on the border. A thaw in relations. Just don't mention Kashmir. Processes 9M tons of crude/y. By my math 27K bls/y. Not a big number. At all. Check my math.
Drought relief for TX could be only temporary if current La Nina (unusually cool surface waters in tropical Pacific) persists into 3rd year. Also dry great plains. Tho an expert says we are clearly headed out of La Nina at least for summer.
Senate appropriations approved boost of funds for clean E development and search for nuke waste storage.
Both of Cal's nuke plants now shut down after "jellyfish-like creatures" clogged Diablo Canyon intake pipes.
UK prime minister called for global carbon price and "renewables" push.
Canadian comps shelved $1.4B carbon capture/storage project.
FERC chief wants new study of solar storm threat, more powers to deal with cyber attacks.
Discovery Channel criticized for silence on climate change.
EPA got new science advisor. Enviro health expert. Connecting a dot to new World Bank exec - a health expert.
White House touted a "bioeconomy". Hoo rah.
Judge: dams should be taken down to help Columbia River salmon. Oregon officials seek permission to kill salmon-killing birds. Are griz next?
Survey said voters favor CO2 regs, believe global warming should be priority. When have you known voters to be that egalitarian? But, is this a new world? Anyway, if really true, it's good news. And should be driven up Congress Hill and into their offices.
TEPCO moved to sell controlling stake to Japan govt.
Healy Biodiesel in Kansas to quadruple production capacity to 1M gal/yr.
PEIX wants to raise $100M.
Enerkem put off IPO plans. Biofuels.
Neste Oil sold 1st batch of biodiesel to US.
Senate Ag Committee OK'd $800M for farm energy programs. And DOE OK'd for $100M more for advanced biofuels. Much more than that is needed.
GM announced China will be testbed for 2-seat "networked vehicle" - com with other vehicles, auto or manual control, solar roof.
Clean Energy Ministerial concluded in London. Energy, Enviro "ministers" from 22 countries and EU agreed to share efficiency tech, map solar, wind potential, fund low-E flat screen TV and bring "modern" lighting to 2M in India by '16. That's it?!
FRIDAY OPEN
(stock #'s in %)
Market up 19/6/0. Volume a little heavy. Oil over $104. Spain downgraded again by S&P but Spain ruling out need for EU bailout. US GDP up 2.2%. Bank of Japan expanding stimulus.
MGLT up 21 on 800 shs. IFXY up 9. LEXG up 6. CLNT, NENE, LSCG flat.
MXWL down 41. I'm in. New low. Q1 report must have disappointed some Wall St bank. Who knows. AMEL, VNDB down 13. NTCXF, CWET down 12. NFEC down 11.
Market up 19/6/0. Volume a little heavy. Oil over $104. Spain downgraded again by S&P but Spain ruling out need for EU bailout. US GDP up 2.2%. Bank of Japan expanding stimulus.
MGLT up 21 on 800 shs. IFXY up 9. LEXG up 6. CLNT, NENE, LSCG flat.
MXWL down 41. I'm in. New low. Q1 report must have disappointed some Wall St bank. Who knows. AMEL, VNDB down 13. NTCXF, CWET down 12. NFEC down 11.
Thursday, April 26, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 113/20/9. Volume normal. Oil above $104.
NTCXF up 36. Mentioned here weeks ago. Heavy volume today (for them). Over double since last month. Today launched off top lines - 200-day lines. AMEL up 27. Watching it tomorrow. BHWX up 25. Bounce back from yesterday, playing the bottom. NFEC up 20. Day 2 of surge. VNDB up 16. Day 2 too. NENE, SOPW, PSPW, PPRW up 11. NENE above all lines, volume picking up. SOPW back to top 200-day. ASPW, DYMTF up 9. ASPW above all lines and the lines all held recently. BWEN, ECTY, LEDS, OOIL up 8. BWEN at double bottom back to Oct. OOIL back to 50-day lines. ECTY, LEDS coming off bottom.
IFXY down 31. BOPO down 18. CLNT, BFRE down 14. Watching CLNT tomorrow before the open. It came back toward bottom 200-day. LEXG down 13. CCGI down 12.
Market up 113/20/9. Volume normal. Oil above $104.
NTCXF up 36. Mentioned here weeks ago. Heavy volume today (for them). Over double since last month. Today launched off top lines - 200-day lines. AMEL up 27. Watching it tomorrow. BHWX up 25. Bounce back from yesterday, playing the bottom. NFEC up 20. Day 2 of surge. VNDB up 16. Day 2 too. NENE, SOPW, PSPW, PPRW up 11. NENE above all lines, volume picking up. SOPW back to top 200-day. ASPW, DYMTF up 9. ASPW above all lines and the lines all held recently. BWEN, ECTY, LEDS, OOIL up 8. BWEN at double bottom back to Oct. OOIL back to 50-day lines. ECTY, LEDS coming off bottom.
IFXY down 31. BOPO down 18. CLNT, BFRE down 14. Watching CLNT tomorrow before the open. It came back toward bottom 200-day. LEXG down 13. CCGI down 12.
STUFF
US used >24TCF of NG in '11. Produced >28TCF. Check UNG (US NG Fund) for kicks. 9 LNG exporting projects applied for govt OK. 1 - in Alaska - given green light. FERC also gave OK recently to retrofit in TX for exporting. EIA says it could export 14BCF/d.
FPL to reopen ap period for solar rebate program.
PG&E asked state regulators for OK to let customers support 100% clean E for avg of a few $/mo.
Calif solar firms got about $1.2B of VC investment last year, 62% of worldwide investment in solar ventures.
INTL tops EPA list of top 50 "green-powered" orgs.
Solar project supplying Lanai with 10% of it's total el need now online after batt system install.
Cape & Vineyard El Co-op awarded contracts to install 50MW of solar across Cape Cod, Martha's Vineyard. 44 projects.
Constellation (unit of EXC) completed, owns, maintains 11.5MW solar project at a NJ Board of Ed.
Soros: EU in worse shape than USSR before disintegration. Roubini: EU "unlikely to survive".
"Blessed are the young, for they shall inherit the national debt": Herbert Hoover.
Best Buy's "take back" program - recycling electronics - now fast-growing biz.
Lockheed Martin exceeded goals to cut emissions, waste ahead of sched. Setting new goals.
ETF market now controls >$1.2T in assets. Cash flow in growing ~24%/y. >24 ETF providers. National Exchange Traded Fund Assoc created. NETFA. Is this going to be the next unregulated blow up?
Quiet new fact: with shipping costs added in, US manufacturing as competitive now as ever. Ships spending up to 2X as long at sea to cut costs. And in '10, a worker in China could produce 27% of American counterpart.
FPL to reopen ap period for solar rebate program.
PG&E asked state regulators for OK to let customers support 100% clean E for avg of a few $/mo.
Calif solar firms got about $1.2B of VC investment last year, 62% of worldwide investment in solar ventures.
INTL tops EPA list of top 50 "green-powered" orgs.
Solar project supplying Lanai with 10% of it's total el need now online after batt system install.
Cape & Vineyard El Co-op awarded contracts to install 50MW of solar across Cape Cod, Martha's Vineyard. 44 projects.
Constellation (unit of EXC) completed, owns, maintains 11.5MW solar project at a NJ Board of Ed.
Soros: EU in worse shape than USSR before disintegration. Roubini: EU "unlikely to survive".
"Blessed are the young, for they shall inherit the national debt": Herbert Hoover.
Best Buy's "take back" program - recycling electronics - now fast-growing biz.
Lockheed Martin exceeded goals to cut emissions, waste ahead of sched. Setting new goals.
ETF market now controls >$1.2T in assets. Cash flow in growing ~24%/y. >24 ETF providers. National Exchange Traded Fund Assoc created. NETFA. Is this going to be the next unregulated blow up?
Quiet new fact: with shipping costs added in, US manufacturing as competitive now as ever. Ships spending up to 2X as long at sea to cut costs. And in '10, a worker in China could produce 27% of American counterpart.
THURSDAY OPEN
(stock #'s in %)
Market up 40/4/0. Volume a little light. Oil up over $104. March US existing home sales up 4%. Bernanke signals further easing unlikely.
AMEL up 39. All of a sudden, there it is. Poof. 2.5M shs. Up over 50-day lines. NFEC up another 38. Close to high reached early this month. Yeah they're cheap - P/B, P/S - but sales have been going down. VNDB up another 18. Up 10X since early Jan. SLMU up 9. 50-days held. NENE up another 8. Day 4 of run from bottom line - a 200 - to over top line (50-day).
BFRE down 16. LEXG down 10 on news that I'm sure was meant to be good. SPIR down 8. CLNT, ITRI, WEST down 7. Maybe pick up CLNT later today. Shall see. ITRI fell to bottom line - a 200 - and covered the gap from Feb. No news. WEST can't get past 50-day lines.
Market up 40/4/0. Volume a little light. Oil up over $104. March US existing home sales up 4%. Bernanke signals further easing unlikely.
AMEL up 39. All of a sudden, there it is. Poof. 2.5M shs. Up over 50-day lines. NFEC up another 38. Close to high reached early this month. Yeah they're cheap - P/B, P/S - but sales have been going down. VNDB up another 18. Up 10X since early Jan. SLMU up 9. 50-days held. NENE up another 8. Day 4 of run from bottom line - a 200 - to over top line (50-day).
BFRE down 16. LEXG down 10 on news that I'm sure was meant to be good. SPIR down 8. CLNT, ITRI, WEST down 7. Maybe pick up CLNT later today. Shall see. ITRI fell to bottom line - a 200 - and covered the gap from Feb. No news. WEST can't get past 50-day lines.
Wednesday, April 25, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 89/68/18. Volume a little above avg. Oil $104. Fed stood pat, "prepared to do more".
CLNT up 46. Between 200-day lines. Yep, very good day here. MGLT up 41 on <1K shs. IFXY up 33 on 10K shs. VNDB up 31. Closed over recent highs. NFEC, MMMW up 27. WWPW up 20 on 2K shs. AMRS up 19. Again, almost 30% bounce off recent low. CPWY up 17. TRKP up 14. Up to top line (200-day). NENE up 13 more. Up to bottom 50-day (above 200's). PTOS up 11. CREG up 10. Day 3 of going back up (over all lines).
BHWX down 20. PSPW, DYMTF down 12. CCTC, ENZR, BLDW down 10. ENZR near top 200, below 50's.
Market up 89/68/18. Volume a little above avg. Oil $104. Fed stood pat, "prepared to do more".
CLNT up 46. Between 200-day lines. Yep, very good day here. MGLT up 41 on <1K shs. IFXY up 33 on 10K shs. VNDB up 31. Closed over recent highs. NFEC, MMMW up 27. WWPW up 20 on 2K shs. AMRS up 19. Again, almost 30% bounce off recent low. CPWY up 17. TRKP up 14. Up to top line (200-day). NENE up 13 more. Up to bottom 50-day (above 200's). PTOS up 11. CREG up 10. Day 3 of going back up (over all lines).
BHWX down 20. PSPW, DYMTF down 12. CCTC, ENZR, BLDW down 10. ENZR near top 200, below 50's.
STUFF
El produced from coal fell 21% in US last year. But demand for coal up 65% in India, 81% in S Korea, 119% in Japan. US coal exports 107M tons - $16B - last yr, 2X exports of '06. DOE says US demand could drop 10% more this year, falling below 1B tons for only 2nd time since '95. Rest of world will burn 6B tons, expecting 10B by '30. In India, 19 coal plants have <4 days stock, 30 more plants <7 days. Australia produced 83% of their power with coal in '10. US infrastructure needs coal export terminals. Plans in Wash state for 1, KMP spending $140M to expand 1 in TX. Still all the GHG emissions, though, when it's burned.
Honda partnering with Japan Metals & Chems Corp to develop process to recycle rare earth minerals.
Borders & Southern just found "substantial discovery of gas condensate" near Falkland waters. Possible 1B bls oil equiv.
QTWW's Schneider subsid bought 10MW wind farm in Ontario. Projected revs $60M over 20 yrs. That's >30 cents/w/y revs - ~7-year payout for recent construction costs of ~$2/w.
Ohio steelmakers enlarging plants to serve boom in oil/gas drilling, rising demand for cars.
Admin reached agreement with Oklahoma and major power comp that will eventually close 2 coal-fired plants and end lawsuit over regional haze rule.
DOI moved closer to approving leasing proposal to get power from Gulf Stream currents off Florida. Maine regulators advancing tidal power plans with 3 utilities.
NV Energy pulled out of Idaho wind project over sage grouse concerns.
Drought forcing BLM to consider wild horse roundups.
Honeywell breakthrough on turning NG into plastic.
Honda partnering with Japan Metals & Chems Corp to develop process to recycle rare earth minerals.
Borders & Southern just found "substantial discovery of gas condensate" near Falkland waters. Possible 1B bls oil equiv.
QTWW's Schneider subsid bought 10MW wind farm in Ontario. Projected revs $60M over 20 yrs. That's >30 cents/w/y revs - ~7-year payout for recent construction costs of ~$2/w.
Ohio steelmakers enlarging plants to serve boom in oil/gas drilling, rising demand for cars.
Admin reached agreement with Oklahoma and major power comp that will eventually close 2 coal-fired plants and end lawsuit over regional haze rule.
DOI moved closer to approving leasing proposal to get power from Gulf Stream currents off Florida. Maine regulators advancing tidal power plans with 3 utilities.
NV Energy pulled out of Idaho wind project over sage grouse concerns.
Drought forcing BLM to consider wild horse roundups.
Honeywell breakthrough on turning NG into plastic.
WEDNESDAY OPEN
(stock #'s in %)
Market up 77/61/15, mostly on Apple earnings. UK back in recession in Q1, US durable goods orders down. Volume normal. Oil up near $104.
CLNT up 20 on heavy colume. Crossed over bottom 200-day line. I mentioned this one to y'all if you recall. NENE, AMRS up 11. NENE just under bottom 50-day. AMRS bouncing off recent bottom. May have found its bottom. NFEC up 10. Above all their lines. QTWW, OOIL up 9 both with news. VNDB up 6.
BHWX down 19. NEXS down 14. ZIP, PSPW down 10. ZIP after reporting. DYMTF down 8.
Market up 77/61/15, mostly on Apple earnings. UK back in recession in Q1, US durable goods orders down. Volume normal. Oil up near $104.
CLNT up 20 on heavy colume. Crossed over bottom 200-day line. I mentioned this one to y'all if you recall. NENE, AMRS up 11. NENE just under bottom 50-day. AMRS bouncing off recent bottom. May have found its bottom. NFEC up 10. Above all their lines. QTWW, OOIL up 9 both with news. VNDB up 6.
BHWX down 19. NEXS down 14. ZIP, PSPW down 10. ZIP after reporting. DYMTF down 8.
Tuesday, April 24, 2012
TUESDAY CLOSE
(stock #'s in %)
Market mixed. Dow up 74, S&P up 5, Naz down 8. Volume a little above avg. Oil above $103. I guess we're waiting for Fed speak tomorrow. Not even sure they're in session judging by the news.
CRGE up 55 on heavy volume. Still wrangling with 50-day lines. BHWX up 23 off bottom. BLQN up 16. VNDB up 15. Back above top line. SYNM up 12. Back over bottom 50-day line. ZNNMF up 10. Light volume rebound from yesterday's plunge. ALTI up 9 more. Just under 200-day lines. ACPW up 7. Climbing out over 50-day lines. NENE, HYGS up 6.
CGYV down 29 on 4.5K shs. Back near bottom. IFXY down 28 on 15K shs. AMPD down 20 on 18K shs. APWR down 13. CCGI, NPWZ down 12. SLMU down 11, back to 50-days. AMRS down 7 more. Bottom where for art thou? CLNT down 3. LSCG down 2.
Market mixed. Dow up 74, S&P up 5, Naz down 8. Volume a little above avg. Oil above $103. I guess we're waiting for Fed speak tomorrow. Not even sure they're in session judging by the news.
CRGE up 55 on heavy volume. Still wrangling with 50-day lines. BHWX up 23 off bottom. BLQN up 16. VNDB up 15. Back above top line. SYNM up 12. Back over bottom 50-day line. ZNNMF up 10. Light volume rebound from yesterday's plunge. ALTI up 9 more. Just under 200-day lines. ACPW up 7. Climbing out over 50-day lines. NENE, HYGS up 6.
CGYV down 29 on 4.5K shs. Back near bottom. IFXY down 28 on 15K shs. AMPD down 20 on 18K shs. APWR down 13. CCGI, NPWZ down 12. SLMU down 11, back to 50-days. AMRS down 7 more. Bottom where for art thou? CLNT down 3. LSCG down 2.
STUFF
Edison Mission Group started build of 42MW wind farm in Neb. 20-yr PPA with Public Power district.
Regulatory, financial models employed generation ago aren't up to task of projected $2T for utility construction next 20 years.
DTE Energy planning another 110MW wind farm next year. They have >500MW of clean E projects already producing, in planning or construction. With another 110MW wind power in construction, the cost for the combined 220MW ~$500M. DTE expects to add ~1GW of clean E - ~10% of its power - by '15.
First Wind got $78M financing to build 34MW wind farm in Maine. Their 5th Maine wind project. 220MW total including new one. Will sell the power to NSTAR. Vestas turbines. Online yearend.
MIT has created stable catalyst to convert CO2 to fuel with trickle of el.
Study: cap and trade has helped N East US cut emissions.
EPA pressed to ban chems linked to honeybee collapse.
NJ withdrew from litigation over EPA ozone rule.
San Onofre operator planning reactor restart while wrapping up tests.
Shell got stake in Mozambique gas fields for $1.8B.
Brazil comp planning to build 6 300K liter/day ethanol plants by '20 using rice deemed unfit for human consumption (1.5M metric tons/year). 1st plant online in '14. Country has 2.5M ton rice surplus stored but of no use.
Regulatory, financial models employed generation ago aren't up to task of projected $2T for utility construction next 20 years.
DTE Energy planning another 110MW wind farm next year. They have >500MW of clean E projects already producing, in planning or construction. With another 110MW wind power in construction, the cost for the combined 220MW ~$500M. DTE expects to add ~1GW of clean E - ~10% of its power - by '15.
First Wind got $78M financing to build 34MW wind farm in Maine. Their 5th Maine wind project. 220MW total including new one. Will sell the power to NSTAR. Vestas turbines. Online yearend.
MIT has created stable catalyst to convert CO2 to fuel with trickle of el.
Study: cap and trade has helped N East US cut emissions.
EPA pressed to ban chems linked to honeybee collapse.
NJ withdrew from litigation over EPA ozone rule.
San Onofre operator planning reactor restart while wrapping up tests.
Shell got stake in Mozambique gas fields for $1.8B.
Brazil comp planning to build 6 300K liter/day ethanol plants by '20 using rice deemed unfit for human consumption (1.5M metric tons/year). 1st plant online in '14. Country has 2.5M ton rice surplus stored but of no use.
TUESDAY OPEN
(stock #'s in %)
Market up 104/0/6. Volume normal. Oil up near $104.
WWPW up 17. HOKU up 13, jump off bottom. VNDB up 9, back off top 200-day line. HYGS up 5. Day 2 of jump, now over all lines. NENE up 2.
NPWZ, AMPD down 20. APWR down 16. DYMTF down 14. CABN down 11. EFOI down 10, back to bottom lines. CLNT, AMLM down 7. CLNT on 3rd bottom test, almost all the way back from yesterday's climb. AMRS down 5, another new low. LSCG, NFEC down 2. CREG down 1.
Market up 104/0/6. Volume normal. Oil up near $104.
WWPW up 17. HOKU up 13, jump off bottom. VNDB up 9, back off top 200-day line. HYGS up 5. Day 2 of jump, now over all lines. NENE up 2.
NPWZ, AMPD down 20. APWR down 16. DYMTF down 14. CABN down 11. EFOI down 10, back to bottom lines. CLNT, AMLM down 7. CLNT on 3rd bottom test, almost all the way back from yesterday's climb. AMRS down 5, another new low. LSCG, NFEC down 2. CREG down 1.
Monday, April 23, 2012
STUFF
Single kilograms of matter, antimatter with collision release equiv of 43 megatons TNT, slightly less than Tsar bomb - largest, most powerful termonuke ever detonated. Challenge is to get this power into our energy portfolio.
G20 doubled IMF funds with $430B infusion last week to use if Europe crisis deepens.
11M US homes still underwater.
Liquid Metal Battery Corp commercializing batt tech for grid-scale power storage. Magnesium top layer, antimony bottom, liquid salt in middle.
Spain to seek restricting imports of biodiesel from Argentina in retaliation for YPF nationalization. Spain imports ~3/4 of its biofuels. Argentine shipments to Spain last year ~$991M worth. Repsol planning intl court challenge, but Argentina already world's biggest defaulter on investment arbitration awards. Spain may also press for EU sanctions against Argentina. Repsol also says Argentina's move was aimed at control of their recently discovered shale gas formation that could be world's 3rd largest. Repsol had been in negotiations with Sinopec to sell its 57% share of YPF. Argentina, of course, also in trade war with UK over Falklands and its recently discovered oil.
US Supreme Court closed human rights case brought by Nigerians against Chevron. Nigerians had already lost jury trial and appeal.
N Atlantic Cod included in Whole Foods' decision to stop selling seafood it doesn't consider sustainable.
VA Supreme Court ruled again that insurance doesn't cover climate warming claims.
States re-evaluating fracking rules in light of drilling-linked quakes.
DOT opened bidding for high-speed railcars.
30 biofuel comps settled with EPA over fraudulent credits.
Egypt ended NG deal with Israel. Noble Energy developing fields off Israel that hold ~30TCF of NG, worth ~$670B at today's prices. Other neighboring countries vying to develop E Meditteranean fields.
Iceland going after new corporate citizens by touting their 100% renewable, clean energy portfolio - hydro and geothermal.
US, UK to sign pact to collaborate on developing floating wind turbines for deepwater.
NREL has patented catalyst that converts tar made in syngas process into additional syngas ready for fuel synthesis. Mixture of nickel, magnesium and potassium salt with support structure created by CoorsTek. Licensed to Rentech.
Est. 200K cubic meters of NG released so far from Total's leaking well in N Sea.
Iraq's 2nd mooring system online last week, adding another 450kb/d of export capac. Baghdad hopes to increase Basra exports from 2.15mb/d now to 2.75m by yearend.
Canada's NG prod could drop up to 2.6BCF/d by '14 as drillers switch from dry gas to liquids as NG prices continue lower.
After power failures, blackouts, Japan ready to resume nuke power.
Oil Search struck more gas in Papua New Guinea, supporting expansion of $15.7B NG export joint venture with Exxon.
BP reached $7.8B settlement for bulk of claims over Gulf spill.
Below-avg hurricane season expected - 4 storms.
Dow Chem to build multi-billion $ plant to convert NG into building blocks for plastic.
Brits may have enough offshore shale gas to get it into top rank of producers, experts believe.
By 2-to-1 margin Americans say weather has been getting worse.
Ford exec said Focus' batt packs cost $12-15K each.
EPA: overall emissions (US) rose 3.2% in '10 from '09.
China may quadruple its NG use by '20. They also halved their Iranian crude imports in March due to disputes over contract terms.
Phillips intro'd $60 LED that they say lasts >20 years.
G20 doubled IMF funds with $430B infusion last week to use if Europe crisis deepens.
11M US homes still underwater.
Liquid Metal Battery Corp commercializing batt tech for grid-scale power storage. Magnesium top layer, antimony bottom, liquid salt in middle.
Spain to seek restricting imports of biodiesel from Argentina in retaliation for YPF nationalization. Spain imports ~3/4 of its biofuels. Argentine shipments to Spain last year ~$991M worth. Repsol planning intl court challenge, but Argentina already world's biggest defaulter on investment arbitration awards. Spain may also press for EU sanctions against Argentina. Repsol also says Argentina's move was aimed at control of their recently discovered shale gas formation that could be world's 3rd largest. Repsol had been in negotiations with Sinopec to sell its 57% share of YPF. Argentina, of course, also in trade war with UK over Falklands and its recently discovered oil.
US Supreme Court closed human rights case brought by Nigerians against Chevron. Nigerians had already lost jury trial and appeal.
N Atlantic Cod included in Whole Foods' decision to stop selling seafood it doesn't consider sustainable.
VA Supreme Court ruled again that insurance doesn't cover climate warming claims.
States re-evaluating fracking rules in light of drilling-linked quakes.
DOT opened bidding for high-speed railcars.
30 biofuel comps settled with EPA over fraudulent credits.
Egypt ended NG deal with Israel. Noble Energy developing fields off Israel that hold ~30TCF of NG, worth ~$670B at today's prices. Other neighboring countries vying to develop E Meditteranean fields.
Iceland going after new corporate citizens by touting their 100% renewable, clean energy portfolio - hydro and geothermal.
US, UK to sign pact to collaborate on developing floating wind turbines for deepwater.
NREL has patented catalyst that converts tar made in syngas process into additional syngas ready for fuel synthesis. Mixture of nickel, magnesium and potassium salt with support structure created by CoorsTek. Licensed to Rentech.
Est. 200K cubic meters of NG released so far from Total's leaking well in N Sea.
Iraq's 2nd mooring system online last week, adding another 450kb/d of export capac. Baghdad hopes to increase Basra exports from 2.15mb/d now to 2.75m by yearend.
Canada's NG prod could drop up to 2.6BCF/d by '14 as drillers switch from dry gas to liquids as NG prices continue lower.
After power failures, blackouts, Japan ready to resume nuke power.
Oil Search struck more gas in Papua New Guinea, supporting expansion of $15.7B NG export joint venture with Exxon.
BP reached $7.8B settlement for bulk of claims over Gulf spill.
Below-avg hurricane season expected - 4 storms.
Dow Chem to build multi-billion $ plant to convert NG into building blocks for plastic.
Brits may have enough offshore shale gas to get it into top rank of producers, experts believe.
By 2-to-1 margin Americans say weather has been getting worse.
Ford exec said Focus' batt packs cost $12-15K each.
EPA: overall emissions (US) rose 3.2% in '10 from '09.
China may quadruple its NG use by '20. They also halved their Iranian crude imports in March due to disputes over contract terms.
Phillips intro'd $60 LED that they say lasts >20 years.
MONDAY CLOSE
(stock #'s in %)
Market down 102/30/11. Naz dropped under 50-day lines. Volume a little heavy. Oil down to $103. N. Korea threatening an attack - would they announce it if they were serious?
LEXG up 25. Crossed over all lines. Eye on it. DSTI up 18. Up to 50-day lines. HYGS up 16 on the news. Up to its top 200-day. NPWZ up 13. Peeking out over top 200. CREG, IFXY, MKTY up 12. CREG back above top line. MKTY, IFXY both above 50's. CLNT up 8. Knocking up against bottom 200-day. ASPW, AMEL, ECOS up 7. ASPW above all lines. NENE, NFEC up 2. NENE back off their bottom line - a 200. NFEC holding above top line (200).
CBWP down 66 on 11K shs. Back to bottom. PPRW down 29 on 700 shs. Also back to bottom. BHWX down 19. New low after rejection by 50-day lines. BLQN down 14. ZNNMF down 13. How far how fast will they come back off Friday's top? VNDB, ZAAP, PTOS down 12. VLNC, CBAK down 11. VLNC back from Friday's jump. CBAK fell through bottom lines (50's). BLDW, SLMU down 10. SLMU touched top lines (50's). CERP, ECTY down 8. ECTY another new low. NTCXF down 7. Back to top lines (200's). ACPW, ENOC down 6. ENOC another new low. ALTI down 5.
Cheap stocks I missed yesterday: ECTY, CBAK, AONE and APWR.
Market down 102/30/11. Naz dropped under 50-day lines. Volume a little heavy. Oil down to $103. N. Korea threatening an attack - would they announce it if they were serious?
LEXG up 25. Crossed over all lines. Eye on it. DSTI up 18. Up to 50-day lines. HYGS up 16 on the news. Up to its top 200-day. NPWZ up 13. Peeking out over top 200. CREG, IFXY, MKTY up 12. CREG back above top line. MKTY, IFXY both above 50's. CLNT up 8. Knocking up against bottom 200-day. ASPW, AMEL, ECOS up 7. ASPW above all lines. NENE, NFEC up 2. NENE back off their bottom line - a 200. NFEC holding above top line (200).
CBWP down 66 on 11K shs. Back to bottom. PPRW down 29 on 700 shs. Also back to bottom. BHWX down 19. New low after rejection by 50-day lines. BLQN down 14. ZNNMF down 13. How far how fast will they come back off Friday's top? VNDB, ZAAP, PTOS down 12. VLNC, CBAK down 11. VLNC back from Friday's jump. CBAK fell through bottom lines (50's). BLDW, SLMU down 10. SLMU touched top lines (50's). CERP, ECTY down 8. ECTY another new low. NTCXF down 7. Back to top lines (200's). ACPW, ENOC down 6. ENOC another new low. ALTI down 5.
Cheap stocks I missed yesterday: ECTY, CBAK, AONE and APWR.
MONDAY OPEN
(stock #'s in %)
Market down 143/51/17 on global econ doubts, Germany manufacturing shrunk at fastest pace since '09 and Spain now in recession. Volume slightly heavy. Oil down near $102.
QTMM up 14. CLNT up 9, 50-day lines held. JUHL up 9. ASPW up 7 on news of collaboration with GE, lift off from 50-day lines, above 200-days. HYGS up 6, up to 50-day lines. QTWW up 4 on news of new orders. CREG up 2. NENE, LSCG, NFEC flat.
PPRW down 29 on 700 shs. BHWX down 29. BLDW down 19. APWR down 18. BLQN, ENZR, DYMTF down 14. ENZR back under 50's, near 200's. DYMTF new low. RSOL, VNDB down 9. VNDB back under top 200-day. PALAF down 8, covering the gap from Jan. CRGE down 7. ZNNMF down 6. Is the high flying over? FSLR down 5, another new low.
Market down 143/51/17 on global econ doubts, Germany manufacturing shrunk at fastest pace since '09 and Spain now in recession. Volume slightly heavy. Oil down near $102.
QTMM up 14. CLNT up 9, 50-day lines held. JUHL up 9. ASPW up 7 on news of collaboration with GE, lift off from 50-day lines, above 200-days. HYGS up 6, up to 50-day lines. QTWW up 4 on news of new orders. CREG up 2. NENE, LSCG, NFEC flat.
PPRW down 29 on 700 shs. BHWX down 29. BLDW down 19. APWR down 18. BLQN, ENZR, DYMTF down 14. ENZR back under 50's, near 200's. DYMTF new low. RSOL, VNDB down 9. VNDB back under top 200-day. PALAF down 8, covering the gap from Jan. CRGE down 7. ZNNMF down 6. Is the high flying over? FSLR down 5, another new low.
Sunday, April 22, 2012
CHEAP STOCKS
Using just current - Yahoo - price to book (P/B) and price to sales (P/S) numbers, here is the list of cheapest stocks (both P #'s < 1).
ABAT, ARTX, ASYS, BIOF, BWEN, CBEH, CLNT, CSIQ, CSUN, ENOC, FSLR, GPRE, HSOL, JASO, NEWN, NFEC, NOEC, PALAF, POWR, QTWW, RSOL, SPIR, SPWR, TRIT and XIDE.
I own CLNT. And usually watching the others. Common denominators: solar, Chinese, ethanol, new batt tech, clean E infrastructure.
Happy Earth day weekend, y'all.
ABAT, ARTX, ASYS, BIOF, BWEN, CBEH, CLNT, CSIQ, CSUN, ENOC, FSLR, GPRE, HSOL, JASO, NEWN, NFEC, NOEC, PALAF, POWR, QTWW, RSOL, SPIR, SPWR, TRIT and XIDE.
I own CLNT. And usually watching the others. Common denominators: solar, Chinese, ethanol, new batt tech, clean E infrastructure.
Happy Earth day weekend, y'all.
Friday, April 20, 2012
FRIDAY CLOSE
(stock #'s in %)
Market weird. Dow up 65, S&P up 1, Naz down 7. Volume heavy. Oil up over $103.
PSPW up 39. Funny chart. Last May they zoomed up and down and all the lines are together now, the price under them. CBWP up 30 on 5K shs. Peaking over 50-day lines. BOPO up 27 on 4K shs. AMPD up 25 on 5K shs. VLNC up 21. Zoom off bottom to 50-days. Didn't see any news. PEIX up 19 on EPA approval of 15% ethanol blend (mentioned weeks ago, I think). Off bottom 200-day up to 50's. BIOF up 15 for same reason. And same kind of chart. GPRE down 1 (another eth producer). Still boggles me mind why they don't move up. Or hardly at all. NTCXF up 17. Over 200-day lines. Only 8K shs. Up 50 since last month. BLDW up 16. NGLPF up 14. APWR up 12. SYNM, NPWZ up 10. SYNM a push off the bottom. OOIL, VSPC up 8. ACPW, CCTC, RSOL up 7. ACPW back above 50's. NENE up 5. LSCG up 1.
PPRW down 52. Ooch. 7K shs. CRGE down 20. BHWX down 15. HSOL down 12. Solars all down. HOKU down 11. CWET down 8. NFEC, CREG down 7. NFEC on top 200. CREG back on 3 lines. CLNT down 6, back on 50's. NFEC, CREG and CLNT all back off their big jumps early this month. Choose 1 or all.
Market weird. Dow up 65, S&P up 1, Naz down 7. Volume heavy. Oil up over $103.
PSPW up 39. Funny chart. Last May they zoomed up and down and all the lines are together now, the price under them. CBWP up 30 on 5K shs. Peaking over 50-day lines. BOPO up 27 on 4K shs. AMPD up 25 on 5K shs. VLNC up 21. Zoom off bottom to 50-days. Didn't see any news. PEIX up 19 on EPA approval of 15% ethanol blend (mentioned weeks ago, I think). Off bottom 200-day up to 50's. BIOF up 15 for same reason. And same kind of chart. GPRE down 1 (another eth producer). Still boggles me mind why they don't move up. Or hardly at all. NTCXF up 17. Over 200-day lines. Only 8K shs. Up 50 since last month. BLDW up 16. NGLPF up 14. APWR up 12. SYNM, NPWZ up 10. SYNM a push off the bottom. OOIL, VSPC up 8. ACPW, CCTC, RSOL up 7. ACPW back above 50's. NENE up 5. LSCG up 1.
PPRW down 52. Ooch. 7K shs. CRGE down 20. BHWX down 15. HSOL down 12. Solars all down. HOKU down 11. CWET down 8. NFEC, CREG down 7. NFEC on top 200. CREG back on 3 lines. CLNT down 6, back on 50's. NFEC, CREG and CLNT all back off their big jumps early this month. Choose 1 or all.
MORE STUFF
India can't get enough fuel - mostly coal - to run their power plants. And some retail el prices are below production costs because of price controls. The lack of energy is contributing to econ slow down - GDP est. up 7% this year v. '10's 10%. Businesses forced to run backup gen on diesel at 3X the cost of grid power. Country's had to import coal lately and principal supplier - Indonesia - has doubled their prices. State-owned India Coal controls 80% of production and required to sell coal at 70% discount to market prices. Talk about a mess.
National Park Service plans to reduce carbon emissions 35% by '20. Will increase alt fuel use, reduce fossil fuel use and take efficiency measures.
Admin decided to renominate Republican member of NRC. The one that criticized the chairman.
IBM teaming with 2 materials developers on development of prototype lithium-air batt with 500 mile range by end of '13.
Mexico approved groundbreaking climate bill.
PA barred 19 vulnerable stream sites from use by shale gas comps.
Westinghouse, Ameren seeking DOE funds to build small modular reactors in MO.
SunMaxx Solar teaming with Renewable E Equipment Leasing to offer muni, commercial, residential financing.
Sky Fuel 1st in concentrated solar power (CSP) industry to offer insurance-backed warranty.
Free professional solar E workforce training offered to unemployed US vets.
Brazil govt agency approved measures to help solar industry. Solarbuzz predicts growth rate of >350% this year, potential triple-figure growth until '14.
US invested the most in clean E of any country last year, retaking the lead from China.
Butamax, Fagen partnering to retrofit ethanol plants with Butamax's biobutanol tech.
GEVO got a new patent for its isobutanol process and filed its 5th lawsuit against Butamax.
Boeing 787 flew from US to Japan powered partly by biofuel from used cooking oil. The biofuel reduced GHG emissions ~10%.
Canada's Porter Airlines flew 1st revenue flight with 50/50 blend of biofuel and jetfuel in 1 engine. Pratt & Whitney turboprop.
National Park Service plans to reduce carbon emissions 35% by '20. Will increase alt fuel use, reduce fossil fuel use and take efficiency measures.
Admin decided to renominate Republican member of NRC. The one that criticized the chairman.
IBM teaming with 2 materials developers on development of prototype lithium-air batt with 500 mile range by end of '13.
Mexico approved groundbreaking climate bill.
PA barred 19 vulnerable stream sites from use by shale gas comps.
Westinghouse, Ameren seeking DOE funds to build small modular reactors in MO.
SunMaxx Solar teaming with Renewable E Equipment Leasing to offer muni, commercial, residential financing.
Sky Fuel 1st in concentrated solar power (CSP) industry to offer insurance-backed warranty.
Free professional solar E workforce training offered to unemployed US vets.
Brazil govt agency approved measures to help solar industry. Solarbuzz predicts growth rate of >350% this year, potential triple-figure growth until '14.
US invested the most in clean E of any country last year, retaking the lead from China.
Butamax, Fagen partnering to retrofit ethanol plants with Butamax's biobutanol tech.
GEVO got a new patent for its isobutanol process and filed its 5th lawsuit against Butamax.
Boeing 787 flew from US to Japan powered partly by biofuel from used cooking oil. The biofuel reduced GHG emissions ~10%.
Canada's Porter Airlines flew 1st revenue flight with 50/50 blend of biofuel and jetfuel in 1 engine. Pratt & Whitney turboprop.
STUFF
N Dakota oil production has uber doubled since '09. Wells up 6X. Problem now is getting it out of the state. Rail or truck more expensive than pipeline. BNSF shipping ~1/4. CanPacific ready to begin shipping 35kb/d and expect it to grow to 150k over next few years. ONEOK planning 200kb/d Bakken to Cushing (OK) pipe due online in '15. Enbridge investing $3B in pipe from Chicago to Cushing, adding 585kb/d to current capac.
US debt greater than Eurozone and UK combined. We sure blew it after '00.
"Big Glen" - GE's 4MW offshore wind turbine - passed its initial trial run in a Swede harbor. Direct drive. 35% capacity factor.
GE to supply 1.6MW turbines for 50MW Istanbul project. Turkey wants 20GW wind energy by '23. They're now at ~1.8GW. Country's a very good wind source.
Going green will save US military warrior lives: Pentagon.
Fed spending on clean E "falling off a cliff".
Carlos Slim: Chile will be 1st Latin Am nation to attain "developed country" status. I would think Brazil is not far behind.
Argentina cited underproduction and lack of investment in YPF as main reason to nationalize Repsol. $18B on the line.
US debt greater than Eurozone and UK combined. We sure blew it after '00.
"Big Glen" - GE's 4MW offshore wind turbine - passed its initial trial run in a Swede harbor. Direct drive. 35% capacity factor.
GE to supply 1.6MW turbines for 50MW Istanbul project. Turkey wants 20GW wind energy by '23. They're now at ~1.8GW. Country's a very good wind source.
Going green will save US military warrior lives: Pentagon.
Fed spending on clean E "falling off a cliff".
Carlos Slim: Chile will be 1st Latin Am nation to attain "developed country" status. I would think Brazil is not far behind.
Argentina cited underproduction and lack of investment in YPF as main reason to nationalize Repsol. $18B on the line.
FRIDAY OPEN
(stock #'s in %)
Market up 110/26/10. Volume very heavy (options Friday). Oil up near $104. German optimism, earnings surprises.
PSPW up 39 on 7K shares. Back to low 50-day line. AMPD up 20 on 3.5K shs. NTCXF up 17 more. (I have mentioned it, guys.) Nearing 200-day lines. SYNM up 13. Hit low 50-day and now back some. ZNNMF up another 11. Tearing it up. Over dub since last month. XDSL up 10. ABAT up 5. NENE up 4. LSCG, ALTI up 1.
PPRW down 66 on 4.8K shs. CRGE, BFRE down 10. QTMM down 9. AMRS down 5 more. Where's the bottom? CLNT, NFEC down 2. CLNT in 5-day double bottom. I think it's a buy.
Market up 110/26/10. Volume very heavy (options Friday). Oil up near $104. German optimism, earnings surprises.
PSPW up 39 on 7K shares. Back to low 50-day line. AMPD up 20 on 3.5K shs. NTCXF up 17 more. (I have mentioned it, guys.) Nearing 200-day lines. SYNM up 13. Hit low 50-day and now back some. ZNNMF up another 11. Tearing it up. Over dub since last month. XDSL up 10. ABAT up 5. NENE up 4. LSCG, ALTI up 1.
PPRW down 66 on 4.8K shs. CRGE, BFRE down 10. QTMM down 9. AMRS down 5 more. Where's the bottom? CLNT, NFEC down 2. CLNT in 5-day double bottom. I think it's a buy.
Thursday, April 19, 2012
THURSDAY CLOSE
(stock #'s in %)
Market down 68/23/8. Volume heavy. Oil $102.5 (the ole 60's radio station #'s). Options Friday tomorrow. Momentum appears to be slowing in US hiring, home sales. And India tested a long-range missile. (Can it hit N Korea?). Hay, if we can't laugh about it ... then alkada wins.
PPRW up 200. 2K shares. I know. Who saw that coming? Back up to 200-day lines. Kid you not. AEHI up 25, got back to 5 cents. LEOM up 22 on 100 shares. Puts them over all their lines. ZNNMF up 17. Back to their Nov highs. Just about the stealthiest stock I've seen. I think they are building EV's. Not even sure. XSNX up 14. They stick around. But will they ever have sales? CABN up 11. Love the tech idea. Though maybe it's just Fischer-Troph (sp?) deux (sp?). Again, sales. None. APWR up 10. What are these guys even doing? Making any money yet? EFOI up 8, all lines conjuncting. CWET up 7. Love the tech, project underway. NFEC, CERP up 6. NFEC above their lines. CERP still under 50-days. NTCXF up another 4. Check the tech. Up 10 in a few weeks, much more in last month. Approaching 200-day lines.
GDTK down 56. Time to take a look I guess. XDSL down 23. All the way back to go. Or stop. Though that just may have been the last trade. BHWX down 21. Struggling with 50-days. And sales. Or even production. PSPW down 17. Heading down lately. BLDW down 16. Bottoming? EVSI down 11. Back to top 200 and touched bottom 200. NGLPF, DYMTF down 10. Bottom and bottom. NENE down 9 more. Down to bottom line - a 200. Watch these guys manana. SLMU, BOPO down 8. SLMU still above all lines. WPRT down 7. Bottom 200-day. Another watch. CLNT, DSTI, ECOS, IFXY, ECTY down 6. ECTY another new low. CLNT leveling out. I bought it. AMEL down 4. No response yet to late Dec. Again, production first. Then sales. BWEN down 3 more. Pretty much back to Oct bottom. LSCG down 1.
Market down 68/23/8. Volume heavy. Oil $102.5 (the ole 60's radio station #'s). Options Friday tomorrow. Momentum appears to be slowing in US hiring, home sales. And India tested a long-range missile. (Can it hit N Korea?). Hay, if we can't laugh about it ... then alkada wins.
PPRW up 200. 2K shares. I know. Who saw that coming? Back up to 200-day lines. Kid you not. AEHI up 25, got back to 5 cents. LEOM up 22 on 100 shares. Puts them over all their lines. ZNNMF up 17. Back to their Nov highs. Just about the stealthiest stock I've seen. I think they are building EV's. Not even sure. XSNX up 14. They stick around. But will they ever have sales? CABN up 11. Love the tech idea. Though maybe it's just Fischer-Troph (sp?) deux (sp?). Again, sales. None. APWR up 10. What are these guys even doing? Making any money yet? EFOI up 8, all lines conjuncting. CWET up 7. Love the tech, project underway. NFEC, CERP up 6. NFEC above their lines. CERP still under 50-days. NTCXF up another 4. Check the tech. Up 10 in a few weeks, much more in last month. Approaching 200-day lines.
GDTK down 56. Time to take a look I guess. XDSL down 23. All the way back to go. Or stop. Though that just may have been the last trade. BHWX down 21. Struggling with 50-days. And sales. Or even production. PSPW down 17. Heading down lately. BLDW down 16. Bottoming? EVSI down 11. Back to top 200 and touched bottom 200. NGLPF, DYMTF down 10. Bottom and bottom. NENE down 9 more. Down to bottom line - a 200. Watch these guys manana. SLMU, BOPO down 8. SLMU still above all lines. WPRT down 7. Bottom 200-day. Another watch. CLNT, DSTI, ECOS, IFXY, ECTY down 6. ECTY another new low. CLNT leveling out. I bought it. AMEL down 4. No response yet to late Dec. Again, production first. Then sales. BWEN down 3 more. Pretty much back to Oct bottom. LSCG down 1.
SCHTUFF
Bechtel got contract from enXco (France) for building 110MW solar PV farm and 7 mile transmission line in S Cal. Online '13. Bechtel building 2 other Cal solar farms, 1 a CSP project, the other 1 of the largest PV facilities now under construction in the world.
McCormick's MD distribution center now gens more el than it uses with E conservation (55% savings), 1.8MW rooftop solar.
Industrial, manufacturing comps use ~1/3 of US energy. Efficiency a big opportunity. Most comps, though, behind the curve.
CT's Public Utility Reg Authority to distribute $720M to zero-emission, renewable E gen and $300M to low-emission gen over next several years. Law passed last year.
Suntech (STP) - world's largest solar panel maker - provided 3.4MW of panels for Edwards AFB.
50+ women fared best during recession. Go figure.
Assets of 5 biggest US banks equal to ~56% of GDP (~$8T). 4 banks hold 94% of all derivative contracts. JP Morgan exposure larger than entire world GDP (what? $60-70T?). Gross US derivatives exposure 3X world GDP. 97% of derivatives trade is illiquid, opaque. Did we learn anything from the crash?
DOE: US hydro power could increase 12GW (15%) without bldg a new dam on any waterway. Existing dams - 54K sites. Most in midwest and south. Top 10 sites' 3GW potential the low fruit.
Canada on track to install >1.5GW new wind power in '12 for new record.
Terra-Gen Power closed on $650M for 168MW of wind power at Tehachapi. That's near $4/W when norm is close to $2. What gives there?
GE turbines chosen by Chinese developer for 100MW wind power project in Canada. Online '14. Talk about globalization.
Asia's largest solar farm - 214MW - now online in India. India's installed 600MW of solar lately. They want 1GW by '13.
Cheniere Energy got FERC approval for LNG export terminal in Louisiana. Exports to start late '15 to early '16. 1st major LNG export terminal in lower 48. US currently producing >65BCF/d of NG. 45K oil and gas wells drilled in US last year at $200B cost.
Fish are sick in BP oil spill waters.
Some fracking resuming in UK with stronger safety procedures, seismic monitoring.
Research: Americans "connecting the dots" between climate and weather. How much did that research cost?
TransCan submitted new route for Keystone XL pipe.
Mini EV sales booming in China. Regular-size EV sales lagging.
India and US researchers teaming up on $150M R&D fund for clean E. NREL, U of FL, LBNL the US team.
China slashed corn ethanol subsidies to 500 yuan/ton from >1,200 to curb import pressures.
Near 300 coastal energy installations in US are <4 ft above sea level (high tide). Vulnerable to flooding by '30, scientists saying.
150 major new dams planned for Amazon. 80% would help drive deforestation.
New USGS survey estimates world holds 565B bls of undiscovered conventional oil and 5,600TCF of undiscovered NG.
And happy trails, pards.
McCormick's MD distribution center now gens more el than it uses with E conservation (55% savings), 1.8MW rooftop solar.
Industrial, manufacturing comps use ~1/3 of US energy. Efficiency a big opportunity. Most comps, though, behind the curve.
CT's Public Utility Reg Authority to distribute $720M to zero-emission, renewable E gen and $300M to low-emission gen over next several years. Law passed last year.
Suntech (STP) - world's largest solar panel maker - provided 3.4MW of panels for Edwards AFB.
50+ women fared best during recession. Go figure.
Assets of 5 biggest US banks equal to ~56% of GDP (~$8T). 4 banks hold 94% of all derivative contracts. JP Morgan exposure larger than entire world GDP (what? $60-70T?). Gross US derivatives exposure 3X world GDP. 97% of derivatives trade is illiquid, opaque. Did we learn anything from the crash?
DOE: US hydro power could increase 12GW (15%) without bldg a new dam on any waterway. Existing dams - 54K sites. Most in midwest and south. Top 10 sites' 3GW potential the low fruit.
Canada on track to install >1.5GW new wind power in '12 for new record.
Terra-Gen Power closed on $650M for 168MW of wind power at Tehachapi. That's near $4/W when norm is close to $2. What gives there?
GE turbines chosen by Chinese developer for 100MW wind power project in Canada. Online '14. Talk about globalization.
Asia's largest solar farm - 214MW - now online in India. India's installed 600MW of solar lately. They want 1GW by '13.
Cheniere Energy got FERC approval for LNG export terminal in Louisiana. Exports to start late '15 to early '16. 1st major LNG export terminal in lower 48. US currently producing >65BCF/d of NG. 45K oil and gas wells drilled in US last year at $200B cost.
Fish are sick in BP oil spill waters.
Some fracking resuming in UK with stronger safety procedures, seismic monitoring.
Research: Americans "connecting the dots" between climate and weather. How much did that research cost?
TransCan submitted new route for Keystone XL pipe.
Mini EV sales booming in China. Regular-size EV sales lagging.
India and US researchers teaming up on $150M R&D fund for clean E. NREL, U of FL, LBNL the US team.
China slashed corn ethanol subsidies to 500 yuan/ton from >1,200 to curb import pressures.
Near 300 coastal energy installations in US are <4 ft above sea level (high tide). Vulnerable to flooding by '30, scientists saying.
150 major new dams planned for Amazon. 80% would help drive deforestation.
New USGS survey estimates world holds 565B bls of undiscovered conventional oil and 5,600TCF of undiscovered NG.
And happy trails, pards.
THURSDAY OPEN
(stock #'s in %)
Market up 40/23/4. Volume a little heavy. Oil down under $103. Philly area manufacturing down. Leading indicators up .3%. IMF $320B more funding pledges. Spain bond auction OK.
CABN up 20 on 1.5K shs. HSOL up 5. NFEC, AMEL, ECTY up 3. ALTI up another 2.
BLDW down 18. NENE, VNDB down 7. NENE's recent "double bottom" didn't hold. VNDB was down 20. SLMU down 4. ENOC down 2 more, got back to bottom after that 1-day zoom. AMRS down 1 more.
Market up 40/23/4. Volume a little heavy. Oil down under $103. Philly area manufacturing down. Leading indicators up .3%. IMF $320B more funding pledges. Spain bond auction OK.
CABN up 20 on 1.5K shs. HSOL up 5. NFEC, AMEL, ECTY up 3. ALTI up another 2.
BLDW down 18. NENE, VNDB down 7. NENE's recent "double bottom" didn't hold. VNDB was down 20. SLMU down 4. ENOC down 2 more, got back to bottom after that 1-day zoom. AMRS down 1 more.
Wednesday, April 18, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market down 82/11/5. Volume light. Oil down under $103.
BHWX up 32. NPWZ up 13. NGLPF up 12. AOI.V up 10, new high. HOKU, DSTI up 7. CERP up 6. LSCG, ALTI both up another 2.
AEHI down 33 on 2K shs. CRGE down 32 on 100 shs. I know. What a market. CSOL down 20. VNDB down 16. CPWY down 15. AMLM down 14. ECOS, APWR down 11. ENOC, ECTY, JUHL down 9. ECTY a new low. AMTX down 8, below 200-day lines. FSLR, SATC, POWR, CWET down 7. AMRS, CREG, XSNX down 6. AMRS a new low. CREG back to 200-day lines. ABAT down 5 more, near lows. CLNT, NFEC down 4. NENE, AMEL down 3.
Market down 82/11/5. Volume light. Oil down under $103.
BHWX up 32. NPWZ up 13. NGLPF up 12. AOI.V up 10, new high. HOKU, DSTI up 7. CERP up 6. LSCG, ALTI both up another 2.
AEHI down 33 on 2K shs. CRGE down 32 on 100 shs. I know. What a market. CSOL down 20. VNDB down 16. CPWY down 15. AMLM down 14. ECOS, APWR down 11. ENOC, ECTY, JUHL down 9. ECTY a new low. AMTX down 8, below 200-day lines. FSLR, SATC, POWR, CWET down 7. AMRS, CREG, XSNX down 6. AMRS a new low. CREG back to 200-day lines. ABAT down 5 more, near lows. CLNT, NFEC down 4. NENE, AMEL down 3.
STUFFS
Largest solar farm in TN and biggest solar project connected to TVA grid - 5MW - now online. Can be expanded to 10MW later. Signal Energy built. U of TN owns/operates, will teach there. TN has ~27MW solar installed.
We're 50 years ahead of where we would have been technologically because of NASA: experts.
Study: moms' exposure to air pollution during pregnancy linked to childhood obesity.
Calif expanding solar thermal (water heating) incentives for low-income housing.
Small-scale hydro could free Fiji from reliance on imported diesel for el gen.
Enerkem (NRKM) (Canada) expected to IPO this week to raise $131M. They have process to convert muni waste into cellulosic ethanol.
ORNL team discovered that light of specific wavelengths can boost enzyme function up to 30X. Potential to cut biofuel production costs.
Pond Biofuels (Canada) set up algae ops alongside cement plant. Algae eats plant's CO2, S emissions and is fed back into production process to replace coke or coal.
EPA has finalized first rules to limit air pollution from fracking. Wells produce millions of tons of methane, benzene, volatile organic compounds. Industry developing tech to capture more emissions at wellheads and along pipelines.
We're 50 years ahead of where we would have been technologically because of NASA: experts.
Study: moms' exposure to air pollution during pregnancy linked to childhood obesity.
Calif expanding solar thermal (water heating) incentives for low-income housing.
Small-scale hydro could free Fiji from reliance on imported diesel for el gen.
Enerkem (NRKM) (Canada) expected to IPO this week to raise $131M. They have process to convert muni waste into cellulosic ethanol.
ORNL team discovered that light of specific wavelengths can boost enzyme function up to 30X. Potential to cut biofuel production costs.
Pond Biofuels (Canada) set up algae ops alongside cement plant. Algae eats plant's CO2, S emissions and is fed back into production process to replace coke or coal.
EPA has finalized first rules to limit air pollution from fracking. Wells produce millions of tons of methane, benzene, volatile organic compounds. Industry developing tech to capture more emissions at wellheads and along pipelines.
WEDNESDAY OPEN
(stock #'s in %)
Market down 26/0/1. Volume normal. Oil around $104. Spain surging bad loans. IMF says Euro banks may have to sell $3.8T of assets (covered here before).
CGYV up 27 on 1.2K shs. CCGI up 9 on 200 shs. XDSL up 7. CERP up 6. CLNT, NFEC up 3. LSCG up 2.
AMLM down 14. APWR, ECOS down 11. ZAAP down 10. KIOR down 8, back under 50-day lines. ENOC, NPWZ down 7. CREE down 6 after reporting in last night. SATC, XSNX down 6. ABAT down 5 more. NENE down 3.
Market down 26/0/1. Volume normal. Oil around $104. Spain surging bad loans. IMF says Euro banks may have to sell $3.8T of assets (covered here before).
CGYV up 27 on 1.2K shs. CCGI up 9 on 200 shs. XDSL up 7. CERP up 6. CLNT, NFEC up 3. LSCG up 2.
AMLM down 14. APWR, ECOS down 11. ZAAP down 10. KIOR down 8, back under 50-day lines. ENOC, NPWZ down 7. CREE down 6 after reporting in last night. SATC, XSNX down 6. ABAT down 5 more. NENE down 3.
Tuesday, April 17, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 194/54/21. Volume very light. Oil over $104. INTL, YHOO beat the street after close.
CRGE up 70. Yea, I know. Back to 50-day lines. CBWP up 48. Yup. CLNT, ENOC up 19. CLNT back to a 200-day line in jump off 50-days. National Grid chose ENOC to manage NG use at ~4K commercial, institutional, industrial customers in NYC. AMLM up 17. NFEC, IFXY up 15. NFEC jumped off top 200-day line, resuming the run. IFXY continuing their run, passing through 50-days. CGYV up 14, a come off their bottom. SOPW up 13, back up to 200's. ECOS up 11. FSLR, PSPW up 9. Other solars up some. LSCG, ALTI, XSNX up 8. LSCG on possible start of upline. ALTI up for 3rd day. PANL up 7. NENE up 1.
CSOL down 26. AMPD, BOPO, PTOS down 20. NGLPF down 17. CCGI, BLQN down 12. NPWZ down 10. Back to low end of trading range. OOIL down 9. SPIR down 5 more.
Quite the day.
Market up 194/54/21. Volume very light. Oil over $104. INTL, YHOO beat the street after close.
CRGE up 70. Yea, I know. Back to 50-day lines. CBWP up 48. Yup. CLNT, ENOC up 19. CLNT back to a 200-day line in jump off 50-days. National Grid chose ENOC to manage NG use at ~4K commercial, institutional, industrial customers in NYC. AMLM up 17. NFEC, IFXY up 15. NFEC jumped off top 200-day line, resuming the run. IFXY continuing their run, passing through 50-days. CGYV up 14, a come off their bottom. SOPW up 13, back up to 200's. ECOS up 11. FSLR, PSPW up 9. Other solars up some. LSCG, ALTI, XSNX up 8. LSCG on possible start of upline. ALTI up for 3rd day. PANL up 7. NENE up 1.
CSOL down 26. AMPD, BOPO, PTOS down 20. NGLPF down 17. CCGI, BLQN down 12. NPWZ down 10. Back to low end of trading range. OOIL down 9. SPIR down 5 more.
Quite the day.
STUFF
Member of E.ON's board said Germany's solar manufacturing will disappear in 5 years from Chinese competition. Norway's Renewable E Corp permanently closing 300MW mono-crystalline solar wafer plant. Can't make it profitable. And, of course, FSLR's news today.
US NG storage 56% higher in March than year ago, 60% (934BCF) above 5-yr avg of 1.5TCF. Expect full storage by Oct, though almost all new drilling of unconventional reserves (fracking) running at a loss.
DOD set goal of 5GW of renewable energy by '25 for all their facilities.
TVA expecting increased demand, raising wholesale power rate 2.1% in May to 2.3 cents/kwh. They hiked it 3% this month. Cost overruns at new nuke plant could lead to more rate increases. Looking for another $1.5-2B to complete Watts Bar Unit 2 reactor, looking at '15 completion instead of this year.
Final leg of $1.9B upgrade to 90-mile power line and shorter, lower-volt line through southeast MN got regulatory approval. Overall project adding >700 miles of new line. '15 completion, launched in '04.
MD regulators ordered state's 1st new NG power plant since deregulation over decade ago, and ordered 3 of state's largest publicly regulated utilities to buy the power. $500M plant, online mid-'15. Questions over it's need.
For 1st time since recession, more workers quitting than getting fired.
Batt prices for EV's down 14%.
Global offshore wind market expected to reach $104B by '17. 53% annual growth. Most in Europe. Trade group: global wind power capacity to double by '16.
Argentina's president seized Repsol YPF's (Spain oil comp) operations in Argentina.
Titanic shipyard to become green energy hub.
Poor snowpack sending low flows to US western reservoirs.
US ethanol buying spree in Brazil coming to end. Imports expected to drop 1M liters this season to .5M.
France's sugarbeet bumper crop leading to record-breaking ethanol prod.
Argentina raised biodiesel blend to 10%. Biodiesel prod rose >80% yoy in Q1.
Plankton 98% of oceans' biomass.
US NG storage 56% higher in March than year ago, 60% (934BCF) above 5-yr avg of 1.5TCF. Expect full storage by Oct, though almost all new drilling of unconventional reserves (fracking) running at a loss.
DOD set goal of 5GW of renewable energy by '25 for all their facilities.
TVA expecting increased demand, raising wholesale power rate 2.1% in May to 2.3 cents/kwh. They hiked it 3% this month. Cost overruns at new nuke plant could lead to more rate increases. Looking for another $1.5-2B to complete Watts Bar Unit 2 reactor, looking at '15 completion instead of this year.
Final leg of $1.9B upgrade to 90-mile power line and shorter, lower-volt line through southeast MN got regulatory approval. Overall project adding >700 miles of new line. '15 completion, launched in '04.
MD regulators ordered state's 1st new NG power plant since deregulation over decade ago, and ordered 3 of state's largest publicly regulated utilities to buy the power. $500M plant, online mid-'15. Questions over it's need.
For 1st time since recession, more workers quitting than getting fired.
Batt prices for EV's down 14%.
Global offshore wind market expected to reach $104B by '17. 53% annual growth. Most in Europe. Trade group: global wind power capacity to double by '16.
Argentina's president seized Repsol YPF's (Spain oil comp) operations in Argentina.
Titanic shipyard to become green energy hub.
Poor snowpack sending low flows to US western reservoirs.
US ethanol buying spree in Brazil coming to end. Imports expected to drop 1M liters this season to .5M.
France's sugarbeet bumper crop leading to record-breaking ethanol prod.
Argentina raised biodiesel blend to 10%. Biodiesel prod rose >80% yoy in Q1.
Plankton 98% of oceans' biomass.
TUESDAY MORNING
(stock #'s in %)
Market up 129/34/13. Volume a little light. Oil up near $105. Dow back over 50-day lines. IMF raised global growth forecast to 3.5% from 3.3%. Senate blocked Buffett tax rule. US industrial production unchanged in March. Demand for Spain debt easing concern.
NFEC up 31. The turnaround. BLQN up 25. CLNT up 18. The other turnaround. SOPW up 13 on nominal volume. CRGE up 9. ALTI up another 8 on day 3 of run. CREG up 7. VRNM, DSTI up 6. HOKU up 5. PEIX, SLMU, FSLR up 4. FSLR shut German factory, idling Malay lines, laying off 30% of force. LSCG up 3 on news. NENE, JASO up 2.
WEST down 7. AMEL down 4. CCGI down 2. CCTC, CERP down 1.
Looks like a day for ups.
Market up 129/34/13. Volume a little light. Oil up near $105. Dow back over 50-day lines. IMF raised global growth forecast to 3.5% from 3.3%. Senate blocked Buffett tax rule. US industrial production unchanged in March. Demand for Spain debt easing concern.
NFEC up 31. The turnaround. BLQN up 25. CLNT up 18. The other turnaround. SOPW up 13 on nominal volume. CRGE up 9. ALTI up another 8 on day 3 of run. CREG up 7. VRNM, DSTI up 6. HOKU up 5. PEIX, SLMU, FSLR up 4. FSLR shut German factory, idling Malay lines, laying off 30% of force. LSCG up 3 on news. NENE, JASO up 2.
WEST down 7. AMEL down 4. CCGI down 2. CCTC, CERP down 1.
Looks like a day for ups.
Monday, April 16, 2012
MONDAY CLOSE
(stock #'s in %)
Dow up 71, Naz down 22, S&P flat. Volume normal. Oil up to $103.
SLMU up 33. SENY up 27 on news. PTOS up 20. APWR up 18. LEOM up 17. VNDB up 15, back over 200-day lines. Rally started in Jan. ALTI up 14, 2nd day of rally over 50-day lines. CCGI up 12, poke over 50-days. ZNNMF up 11. More than doubled since rally started in March. NEXS up 10. SATC up 9, poke over 50's. CABN, CCTC up 7. NTCXF up 4.
AEHI down 28. BHWX down 26. CRGE down 18. WWPW down 16. PEIX down 15, down to bottom 200-day, under 50-days. HOKU down 13, new low. AMEL down 12, backing off 50's. WPRT, CERP, VSPC down 11. WPRT back to 200's. BLQN, ENZR, NPWZ down 10. CLNT, NENE down 9. NENE on a little double bottom at 200-day line. Not sure if it will hold. CLNT back to 50-days after big 2-day jump earlier this month. ABAT, XSNX down 5. LSCG down 3. NFEC down 2, back to top 200-day. Also back off the big run early this month.
Dow up 71, Naz down 22, S&P flat. Volume normal. Oil up to $103.
SLMU up 33. SENY up 27 on news. PTOS up 20. APWR up 18. LEOM up 17. VNDB up 15, back over 200-day lines. Rally started in Jan. ALTI up 14, 2nd day of rally over 50-day lines. CCGI up 12, poke over 50-days. ZNNMF up 11. More than doubled since rally started in March. NEXS up 10. SATC up 9, poke over 50's. CABN, CCTC up 7. NTCXF up 4.
AEHI down 28. BHWX down 26. CRGE down 18. WWPW down 16. PEIX down 15, down to bottom 200-day, under 50-days. HOKU down 13, new low. AMEL down 12, backing off 50's. WPRT, CERP, VSPC down 11. WPRT back to 200's. BLQN, ENZR, NPWZ down 10. CLNT, NENE down 9. NENE on a little double bottom at 200-day line. Not sure if it will hold. CLNT back to 50-days after big 2-day jump earlier this month. ABAT, XSNX down 5. LSCG down 3. NFEC down 2, back to top 200-day. Also back off the big run early this month.
STUFF
Some Himalayan peaks are gaining ice.
US experiencing driest weather since '07. 60% of lower 48 in "abnorm dry" or drought conditions. TX, southern drought in '11 cost $10B.
Cuba could finish first deepwater well by mid-May.
Expected deal to give Rosneft access to Exxon's US projects.
Total planning to spend at least $300M exploring/appraising 2 areas for oil/gas in Uganda this year.
Americans buying record #'s of hybrid and electric cars as new models arriving in showrooms.
S. Sudan govt suspended oil prod in disputed area after Sudan People's Liberation Army captured the area.
US importing 64% less crude from Nigeria than last year because of idled refineries, more domestic supply.
ONEOK (Tulsa) planning oil pipeline from northern Great Plains to Oklahoma.
France posted no growth in Q1.
Explosion hit Eqypt NG pipeline to Israel, Jordan for 14th time since Eqypt regime change.
Opening of new Russian oil terminal on Baltic affecting world crude markets.
Quantas launched commercial flights using 50/50 blend of used cooking oil and jet fuel.
Florida bill supporting renewable fuels development passed without gov's sig. Reinstates tax credits, limits algae development, requires website to inform drivers where to purchase eth-free gas in state.
US experiencing driest weather since '07. 60% of lower 48 in "abnorm dry" or drought conditions. TX, southern drought in '11 cost $10B.
Cuba could finish first deepwater well by mid-May.
Expected deal to give Rosneft access to Exxon's US projects.
Total planning to spend at least $300M exploring/appraising 2 areas for oil/gas in Uganda this year.
Americans buying record #'s of hybrid and electric cars as new models arriving in showrooms.
S. Sudan govt suspended oil prod in disputed area after Sudan People's Liberation Army captured the area.
US importing 64% less crude from Nigeria than last year because of idled refineries, more domestic supply.
ONEOK (Tulsa) planning oil pipeline from northern Great Plains to Oklahoma.
France posted no growth in Q1.
Explosion hit Eqypt NG pipeline to Israel, Jordan for 14th time since Eqypt regime change.
Opening of new Russian oil terminal on Baltic affecting world crude markets.
Quantas launched commercial flights using 50/50 blend of used cooking oil and jet fuel.
Florida bill supporting renewable fuels development passed without gov's sig. Reinstates tax credits, limits algae development, requires website to inform drivers where to purchase eth-free gas in state.
MONDAY OPEN
(stock #'s in %)
Market mixed on Apple drop. Volume a little heavy. Oil down to $102 (Iran talks). NY area manufacturing expanding at slowest pace in 5 months. Spain debt getting more worrisome. And big earnings week.
APWR jumped back 38. SLMU up 22. Going back up on what I don't know. PTOS up 20. SATC up 7. crossing over 50-day lines. CSIQ up 6 on buyout rumor denied. NTCXF up another 6. NFEC up 5.
CRGE down 30. WWPW down 16. ZAAP down 13. NENE down 11. SOPW down 9. CABN down 8 more. PEIX down 8. LSCG down 3. ABAT down 2 more.
Market mixed on Apple drop. Volume a little heavy. Oil down to $102 (Iran talks). NY area manufacturing expanding at slowest pace in 5 months. Spain debt getting more worrisome. And big earnings week.
APWR jumped back 38. SLMU up 22. Going back up on what I don't know. PTOS up 20. SATC up 7. crossing over 50-day lines. CSIQ up 6 on buyout rumor denied. NTCXF up another 6. NFEC up 5.
CRGE down 30. WWPW down 16. ZAAP down 13. NENE down 11. SOPW down 9. CABN down 8 more. PEIX down 8. LSCG down 3. ABAT down 2 more.
Saturday, April 14, 2012
STUFF
Obama setting up interagency task force to ensure safe, responsible fracking (even though regulated at state level). "Feds have important role on fed lands."
IEA: oil market has broken 2-year cycle of tightening supply conditions.
Washington will become 1st state to charge fee on EV's (for highway maintenance/construction).
Utility CEO: utilities risk building too many NG plants, leaving imbalanced grid.
Germany's largest utilities to increase solar investments.
Entergy: Vermont Yankee nuke will operate at least 5 more years.
Unusual wear on San Onofre (Calif) reactor tubes continues to worry officials. Let alone the plant's on a fault line and in possible tsunami zone, huh?
WalMart heirs may beef up oversight at FSLR. Pretty much their baby, if you didn't know.
Iran concealing destinations of oil sales by disabling tanker fleet's tracking systems.
World economy doubled in last 10 years. One of those quiet facts.
US wind power industry installed 6.8GW in '11. 31% over '10. Total 47GW installed. Wind provided ~3% of total el used in '11. Wind was 31% of new power plant construction, NG 42%. >8.3GW of wind power now under construction. No projects on the table for '13, though (uncertainty over year-end extension of subsidies).
US added 91MW of geothermal power in past year. Total now 3.2GW. Calif has 2.6GW online, 2GW in pipeline. NV has 59 projects in development. Projects take 4-5 years to complete. Govt policies need to be more forthcoming in light of that. It's a 24/7 clean energy. We should be developing more.
IEA: oil market has broken 2-year cycle of tightening supply conditions.
Washington will become 1st state to charge fee on EV's (for highway maintenance/construction).
Utility CEO: utilities risk building too many NG plants, leaving imbalanced grid.
Germany's largest utilities to increase solar investments.
Entergy: Vermont Yankee nuke will operate at least 5 more years.
Unusual wear on San Onofre (Calif) reactor tubes continues to worry officials. Let alone the plant's on a fault line and in possible tsunami zone, huh?
WalMart heirs may beef up oversight at FSLR. Pretty much their baby, if you didn't know.
Iran concealing destinations of oil sales by disabling tanker fleet's tracking systems.
World economy doubled in last 10 years. One of those quiet facts.
US wind power industry installed 6.8GW in '11. 31% over '10. Total 47GW installed. Wind provided ~3% of total el used in '11. Wind was 31% of new power plant construction, NG 42%. >8.3GW of wind power now under construction. No projects on the table for '13, though (uncertainty over year-end extension of subsidies).
US added 91MW of geothermal power in past year. Total now 3.2GW. Calif has 2.6GW online, 2GW in pipeline. NV has 59 projects in development. Projects take 4-5 years to complete. Govt policies need to be more forthcoming in light of that. It's a 24/7 clean energy. We should be developing more.
Friday, April 13, 2012
FRIDAY CLOSE
(stock #'s in %)
Market down 136//44/17. Volume Friday light. Oil down under $103.
SLMU up 21. WWPW up 20. SATC up 15. Back to the 3-day high. VNDB up 12. Could be back to 200-day lines. QTMM up 11. CWET, NPWZ up 10. NTCXF up 9. That was me. AMRS, AMEL up 6.
CGYV down 33 on nominal volume. APWR down 29. Bankrupt? CRGE down 23. NFEC, CLNT both down 17. IFXY came back 16. XDSL came back 14. DSTI, BLDW down 12. CERE, LEXG, QTWW down 11. SENY down 8 more. HOKU, BFRE down 7. CCTC, NENE, CABN down 6. FSLR down 5. LSCG flat.
Market down 136//44/17. Volume Friday light. Oil down under $103.
SLMU up 21. WWPW up 20. SATC up 15. Back to the 3-day high. VNDB up 12. Could be back to 200-day lines. QTMM up 11. CWET, NPWZ up 10. NTCXF up 9. That was me. AMRS, AMEL up 6.
CGYV down 33 on nominal volume. APWR down 29. Bankrupt? CRGE down 23. NFEC, CLNT both down 17. IFXY came back 16. XDSL came back 14. DSTI, BLDW down 12. CERE, LEXG, QTWW down 11. SENY down 8 more. HOKU, BFRE down 7. CCTC, NENE, CABN down 6. FSLR down 5. LSCG flat.
STUFF
Graphite prices have gone from $1K/ton in '09 to $3K now. 30x more graphite than lithium in lith-ion batt. China, of course, controls >70% of prod.
Cape Wind selected team of 3 comps as general contractor, taking another step toward their offshore project.
NStar and Northeast Utilities merger got final approval. But state mandate to buy Cape Wind power could negate promised savings.
Next Era Energy Canada selected GE turbines for 6 new Ontario wind farms. Total >460MW.
World's largest solar thermal plant now online in Saudi Arabia. $4.7M cost. Built by Austrian comp. Provides heat, hot water for university.
Appeals court ruled against DTE Energy rate hike for smart meters.
DuPont's building division went from sending 81M lbs of waste to landfills in '08 to zero in '12.
Connecticut OK'd $1.4M to make home solar system installs more affordable.
Silverado Power signed PPA's with S Cal Ed for 3 2MW solar projects in Calif.
LA Council approved pilot program to pay residents, businesses for selling their solar power to the city.
Cape Wind selected team of 3 comps as general contractor, taking another step toward their offshore project.
NStar and Northeast Utilities merger got final approval. But state mandate to buy Cape Wind power could negate promised savings.
Next Era Energy Canada selected GE turbines for 6 new Ontario wind farms. Total >460MW.
World's largest solar thermal plant now online in Saudi Arabia. $4.7M cost. Built by Austrian comp. Provides heat, hot water for university.
Appeals court ruled against DTE Energy rate hike for smart meters.
DuPont's building division went from sending 81M lbs of waste to landfills in '08 to zero in '12.
Connecticut OK'd $1.4M to make home solar system installs more affordable.
Silverado Power signed PPA's with S Cal Ed for 3 2MW solar projects in Calif.
LA Council approved pilot program to pay residents, businesses for selling their solar power to the city.
FRIDAY OPEN
(stock #'s in %)
Market down 96/37/12. Volume light. Oil down under $103. Spain borrowing costs up, their banks borrowed heavily from ECB in March. China Q1 GDP growth 8.1%, down from 8.9% last Q. And L'il Kim's rocket went kaplewy. Aw.
SLMU up 25. Filed annual and completed acquisition. QTMM up 10. AMRS, VSPC up 8. AMEL, XSNX up 6. ASTI up 4. CSGH up 2 after reporting latest Q. LSCG up 1.
LEOM back down 25. Crazy spread. APWR down 14. EFOI, NFEC, VNDB down 13. NFEC back to 200-day line. CERE, ECOS down 12. QTWW down 10. NENE down 9.
Market down 96/37/12. Volume light. Oil down under $103. Spain borrowing costs up, their banks borrowed heavily from ECB in March. China Q1 GDP growth 8.1%, down from 8.9% last Q. And L'il Kim's rocket went kaplewy. Aw.
SLMU up 25. Filed annual and completed acquisition. QTMM up 10. AMRS, VSPC up 8. AMEL, XSNX up 6. ASTI up 4. CSGH up 2 after reporting latest Q. LSCG up 1.
LEOM back down 25. Crazy spread. APWR down 14. EFOI, NFEC, VNDB down 13. NFEC back to 200-day line. CERE, ECOS down 12. QTWW down 10. NENE down 9.
Thursday, April 12, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 181/39/18. Volume very light. Oil up near $104. Lower Italian bond yields, China strong GDP growth rumors.
IFXY up 104. I didn't see any news. Over 50-day lines. LEOM up 34. Filed annual report. Back over top lines. NGBF up 31. Over 50-days. CGYV up 28 on 100 shs. Back over 50-days. QTWW up 19 on heavy volume. DSTI, VNDB up 16. VNDB back to 200-day lines. AMTX, ZNNMF up 12. ZNNMF over all lines. CERP up 11. RSOL up 9. ZOLT up 8, between 50's, above 200's. LEXG, EFOI, NTCXF up 8. AIXG up 6, bounce off 50's to a 200. NENE up 5 more. LSCG flat.
BLQN down 21. CABN down 19. XSNX down 14, usually a buy at this level. SENY, ZAAP down 11. ABAT, CSOL, SOPW down 8. Watch ABAT. ASTI, NFEC down 7. SATC, AMEL, CREG down 6. ECOS down 5.
Market up 181/39/18. Volume very light. Oil up near $104. Lower Italian bond yields, China strong GDP growth rumors.
IFXY up 104. I didn't see any news. Over 50-day lines. LEOM up 34. Filed annual report. Back over top lines. NGBF up 31. Over 50-days. CGYV up 28 on 100 shs. Back over 50-days. QTWW up 19 on heavy volume. DSTI, VNDB up 16. VNDB back to 200-day lines. AMTX, ZNNMF up 12. ZNNMF over all lines. CERP up 11. RSOL up 9. ZOLT up 8, between 50's, above 200's. LEXG, EFOI, NTCXF up 8. AIXG up 6, bounce off 50's to a 200. NENE up 5 more. LSCG flat.
BLQN down 21. CABN down 19. XSNX down 14, usually a buy at this level. SENY, ZAAP down 11. ABAT, CSOL, SOPW down 8. Watch ABAT. ASTI, NFEC down 7. SATC, AMEL, CREG down 6. ECOS down 5.
STUFF
China expecting to import 6Mb/d of oil this year. March was 5.6M, 8.7% over last year. Q1 up 11% yoy.
CREE set new R&D record of 254 lumens/w LED.
Study: raised CO2 levels absorbed by ocean linked to prod declines at Oregon oyster hatchery. Die-offs since '06. CO2 in atmos causes ocean acidification.
Dong Energy (Denmark) plans to convert 3 coal power plants to biomass (wood) for $795M. Total 1GW. Denmark wants 1/3 of its power from renewables by '20, 100% by '50. Also targeting 12% redux in E use (from '06) by '20. The country already produces 70% of its renewable E with biomass. Dong now uses ~1M metric tons of wood pellets per year. That would double with the new plant conversions (online by '15).
CREE set new R&D record of 254 lumens/w LED.
Study: raised CO2 levels absorbed by ocean linked to prod declines at Oregon oyster hatchery. Die-offs since '06. CO2 in atmos causes ocean acidification.
Dong Energy (Denmark) plans to convert 3 coal power plants to biomass (wood) for $795M. Total 1GW. Denmark wants 1/3 of its power from renewables by '20, 100% by '50. Also targeting 12% redux in E use (from '06) by '20. The country already produces 70% of its renewable E with biomass. Dong now uses ~1M metric tons of wood pellets per year. That would double with the new plant conversions (online by '15).
THURSDAY OPEN
(stock #'s in %)
Market up 111/31/12. Volume very light. Oil up over $103. US producer prices - minus food and fuel - up .3%. Jobless claims above forecasts.
AMTX up 29 on 100 shs. VNDB back up 28 after collapsing yesterday afternoon. XDSL up 15 more. Up 50 in 2 days. QTWW up 14 on financial news. ZOLT up 9 on move out from 200-day lines to 50-days. CWET up 5. NENE up 3. LSCG up 2.
ECOS down 15. SATC, XSNX down 8. ABAT down 3 more.
Market up 111/31/12. Volume very light. Oil up over $103. US producer prices - minus food and fuel - up .3%. Jobless claims above forecasts.
AMTX up 29 on 100 shs. VNDB back up 28 after collapsing yesterday afternoon. XDSL up 15 more. Up 50 in 2 days. QTWW up 14 on financial news. ZOLT up 9 on move out from 200-day lines to 50-days. CWET up 5. NENE up 3. LSCG up 2.
ECOS down 15. SATC, XSNX down 8. ABAT down 3 more.
Wednesday, April 11, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 89/25/10. Volume normal. Oil up over $102.
SATC the big weiner. Up 59 after reporting. I thought it looked way too low yesterday. I should have said something. Back to 50-day lines. NPWZ up 19. Back to where they were a couple days ago. ENZR, BLDW up 14. AMSC, PLUG, BFRE up 13. AMSC back to 50-day lines. PLUG punching off their latest bottom. BFRE on 800 shs. KIOR, NFEC up 11. KIOR back over 50-day lines. XDSL up 10 on heavy volume. They were up 40 during the day. ASTI, LEDS up 9. Both back to 50-days. AMEL up 6. NENE up 2. LSCG flat.
MGLT down 38. They do that. BHWX down 26, fighting their 50's. AMTX, CGYV down 22, both with nominal volume. AMTX back to 200-days. CGYV back below 50's. SLMU down 15, back to 50's. NGBF down 12. BLQN down 10. CERP down 9. CWET down 6 with news of another step toward the 1st project. CLNT down 5, but up 20 earlier, 5th day of "wakeup".
One of those kinds of days.
Market up 89/25/10. Volume normal. Oil up over $102.
SATC the big weiner. Up 59 after reporting. I thought it looked way too low yesterday. I should have said something. Back to 50-day lines. NPWZ up 19. Back to where they were a couple days ago. ENZR, BLDW up 14. AMSC, PLUG, BFRE up 13. AMSC back to 50-day lines. PLUG punching off their latest bottom. BFRE on 800 shs. KIOR, NFEC up 11. KIOR back over 50-day lines. XDSL up 10 on heavy volume. They were up 40 during the day. ASTI, LEDS up 9. Both back to 50-days. AMEL up 6. NENE up 2. LSCG flat.
MGLT down 38. They do that. BHWX down 26, fighting their 50's. AMTX, CGYV down 22, both with nominal volume. AMTX back to 200-days. CGYV back below 50's. SLMU down 15, back to 50's. NGBF down 12. BLQN down 10. CERP down 9. CWET down 6 with news of another step toward the 1st project. CLNT down 5, but up 20 earlier, 5th day of "wakeup".
One of those kinds of days.
STUFF
Spain has 709B Euros of debt. Their deficits run 2x that of Greece, Ireland, Portugal combined.
EV sales jumped 49% in Q1. I presume that's global fig.
US Chamber warned EPA that new rules for power plants "unlikely to stand up in court". Yea, let's stay with the worst pollution.
Philadelphia has $2.4B plan to use grasses, trees to soak up storm water, reduce overflows.
DOE to spend $12M next 3 years to find way to wirelessly recharge EV batts.
Army Corps: restoring Chesapeake oysters could cost $7.5B.
TX to use Gulf spill settlement funds for conservation.
Spain's Ingenostrum aims to build 6 solar plants in Chile for $2B. 688MW total, largest 160MW. Also interest in building wind farms and biomass plants.
Brazil expects ethanol prod to rise 4.8% in '12-'13 season to < 24B liters.
Vivergo, in UK, received 1st wheat shipment for start up phase of ethanol plant. Facility expected to use 1.1M tons of wheat/yr, or ~7% of country's total annual wheat production. Great, now we're also using wheat for ethanol.
EV sales jumped 49% in Q1. I presume that's global fig.
US Chamber warned EPA that new rules for power plants "unlikely to stand up in court". Yea, let's stay with the worst pollution.
Philadelphia has $2.4B plan to use grasses, trees to soak up storm water, reduce overflows.
DOE to spend $12M next 3 years to find way to wirelessly recharge EV batts.
Army Corps: restoring Chesapeake oysters could cost $7.5B.
TX to use Gulf spill settlement funds for conservation.
Spain's Ingenostrum aims to build 6 solar plants in Chile for $2B. 688MW total, largest 160MW. Also interest in building wind farms and biomass plants.
Brazil expects ethanol prod to rise 4.8% in '12-'13 season to < 24B liters.
Vivergo, in UK, received 1st wheat shipment for start up phase of ethanol plant. Facility expected to use 1.1M tons of wheat/yr, or ~7% of country's total annual wheat production. Great, now we're also using wheat for ethanol.
WEDNESDAY OPEN
(stock #'s in %)
Market up 120/37/15. Volume light. Oil up 50 cents. So, a market rebound.
VNDB up 16, over 200-day lines. NFEC up 15. AMSC up 14. SATC, APWR up 13. CLNT, AMEL up 12. KIOR up 11. FSLR, CREG up 9. SPWR up 6. JASO, HSOL up 5. NENE, CSIQ up 4. LSCG up 2.
DSTI down 12. XSNX, MMMW down 11. ZAAP down 9. ABAT, CABN down 8. ECOS down 7. CSUN, CERP down 5.
Market up 120/37/15. Volume light. Oil up 50 cents. So, a market rebound.
VNDB up 16, over 200-day lines. NFEC up 15. AMSC up 14. SATC, APWR up 13. CLNT, AMEL up 12. KIOR up 11. FSLR, CREG up 9. SPWR up 6. JASO, HSOL up 5. NENE, CSIQ up 4. LSCG up 2.
DSTI down 12. XSNX, MMMW down 11. ZAAP down 9. ABAT, CABN down 8. ECOS down 7. CSUN, CERP down 5.
Tuesday, April 10, 2012
TUESDAY CLOSE
(stock #'s in %)
Market down 213/55/23. Volume heavy. Oil down near $101. Dow, S&P broke through 50-day lines. Naz at theirs.
BLQN up 42 on 300 shs. CRGE up 18. They've been back and forth froth. BHWX up 15. DSTI up 14. Go figure. VNDB up 11. NENE, XSNX up 10. FSLR up 5. Is the fall over? LSCG up 2.
PTOS, QTMM down 17. NFEC down 16. A little more back to the lines. SATC down 14, new low. AMLM down 14. CREG down 13. Also coming back to their lines. PEIX down 11. EVSI down 10. They've had some run up. ECOS, HOKU down 9. ECOS back between their 200-day lines. HOKU a new low.
Market down 213/55/23. Volume heavy. Oil down near $101. Dow, S&P broke through 50-day lines. Naz at theirs.
BLQN up 42 on 300 shs. CRGE up 18. They've been back and forth froth. BHWX up 15. DSTI up 14. Go figure. VNDB up 11. NENE, XSNX up 10. FSLR up 5. Is the fall over? LSCG up 2.
PTOS, QTMM down 17. NFEC down 16. A little more back to the lines. SATC down 14, new low. AMLM down 14. CREG down 13. Also coming back to their lines. PEIX down 11. EVSI down 10. They've had some run up. ECOS, HOKU down 9. ECOS back between their 200-day lines. HOKU a new low.
STUFF
500+ US hospitals joining forces to green up health care industry.
Bonneville Power bracing for strong spring runoff, excess power and wind power cuts.
Most hybrid owners don't buy hybrid again. Huh.
Pickens' Mesa Power now planning 377MW TX wind farm to use GE turbines.
Over past year, solar VC deals grew to record levels, but overall dollar investment cut in half. 1Q12 funding $329M in 34 deals, 80% in US.
VT raised their solar, small wind feed-in tariffs.
200MW solar project planned in Japan. If govt-set price for the el is <40yen/kwh (needed for decent profit), they will go smaller.
Eco Energy adding >400K bls/mo ethanol unit to supply storage facil that serves Atlanta. Online 2Q13.
2 algae-to-biofuels projects to launch in India in '13. 1 a $100M, 250-acre project; other $25M, 45-acre. Combined expected revs $200M in '13.
Bonneville Power bracing for strong spring runoff, excess power and wind power cuts.
Most hybrid owners don't buy hybrid again. Huh.
Pickens' Mesa Power now planning 377MW TX wind farm to use GE turbines.
Over past year, solar VC deals grew to record levels, but overall dollar investment cut in half. 1Q12 funding $329M in 34 deals, 80% in US.
VT raised their solar, small wind feed-in tariffs.
200MW solar project planned in Japan. If govt-set price for the el is <40yen/kwh (needed for decent profit), they will go smaller.
Eco Energy adding >400K bls/mo ethanol unit to supply storage facil that serves Atlanta. Online 2Q13.
2 algae-to-biofuels projects to launch in India in '13. 1 a $100M, 250-acre project; other $25M, 45-acre. Combined expected revs $200M in '13.
TUESDAY OPEN
(stock #'s in %)
Market down 55/6/4. Volume avg. Oil down below $102.
CRGE up 27. XSNX, BFRE up 13. CLNT up 12, resuming the run. ECOS up 11 more. NENE turned it around, up 10. VNDB up another 8. CREE up 7 with news. VRNM up 7 more, another new high. AMEL up 6. NEXS, TRKP up 5. HSOL up 4, solars mostly down. LSCG flat.
NPWZ down 22 more. PTOS down 17. PSPW down another 10. NFEC, CERP down 8. CREG down 6. CWET down 3.
Market down 55/6/4. Volume avg. Oil down below $102.
CRGE up 27. XSNX, BFRE up 13. CLNT up 12, resuming the run. ECOS up 11 more. NENE turned it around, up 10. VNDB up another 8. CREE up 7 with news. VRNM up 7 more, another new high. AMEL up 6. NEXS, TRKP up 5. HSOL up 4, solars mostly down. LSCG flat.
NPWZ down 22 more. PTOS down 17. PSPW down another 10. NFEC, CERP down 8. CREG down 6. CWET down 3.
Monday, April 9, 2012
MONDAY CLOSE
(stock #'s in %)
Market down 130/33/15. Volume light. Oil down near $102.
AEHI up 40 (spread range). CERP up 36, bounce back from latest fall. CWET up 30, still bottoming. AMLM up 17. ECOS, BLQN up 16. ECOS back over 200-day lines. JUHL, NGBF up 13. VNDB up 12, 4-day rise back to 200-day lines. CSUN up 6, other solars down. CCTC up 4.
NFEC down 18. Day 3 of their run. CRGE down 17. WWPW down 16. NENE down 15. Under top 200-day. PSPW down 13. CLNT, NPWZ, BHWX down 12. CLNT back to bottom 200-day on day 3 of their run. BFRE, ENZR down 11. CREG, PLUG down 7. PLUG a new low. CREG another day 3 of run. LSCG, NTCXF down 4, NTCXF back to 50-day lines.
Market down 130/33/15. Volume light. Oil down near $102.
AEHI up 40 (spread range). CERP up 36, bounce back from latest fall. CWET up 30, still bottoming. AMLM up 17. ECOS, BLQN up 16. ECOS back over 200-day lines. JUHL, NGBF up 13. VNDB up 12, 4-day rise back to 200-day lines. CSUN up 6, other solars down. CCTC up 4.
NFEC down 18. Day 3 of their run. CRGE down 17. WWPW down 16. NENE down 15. Under top 200-day. PSPW down 13. CLNT, NPWZ, BHWX down 12. CLNT back to bottom 200-day on day 3 of their run. BFRE, ENZR down 11. CREG, PLUG down 7. PLUG a new low. CREG another day 3 of run. LSCG, NTCXF down 4, NTCXF back to 50-day lines.
STUFF
State govts spent $1.1B in '10 to curb industrial energy use, ~$800M the states' money.
Tenasko closed financing for 130MW Calif solar farm. FSLR panels and construction. SDG&E 25-yr PPA. Construction began in Dec, online by '14.
UK energy prod down 14% last year from decreased oil/gas output from offshore. Nuke power gen up 11%, wind power gen up 59%.
Tokyo El Power consumed 17% more LNG, 68% more crude and fuel oil in FY '11-'12 than previous year. Corporate customers rebelling against proposed higher prices from nuke shutdowns.
Total's new offshore well starting up 16 April. Will add ~180Kb/d to Nigeria's prod.
Taiwan ended govt fuel subsidy, raised gas prices 10%.
Corn prices up on S Am drought.
US running out of storage space for NG, slowing prod.
BLM's new rules will allow another 3,600 NG wells in E Utah.
Tenasko closed financing for 130MW Calif solar farm. FSLR panels and construction. SDG&E 25-yr PPA. Construction began in Dec, online by '14.
UK energy prod down 14% last year from decreased oil/gas output from offshore. Nuke power gen up 11%, wind power gen up 59%.
Tokyo El Power consumed 17% more LNG, 68% more crude and fuel oil in FY '11-'12 than previous year. Corporate customers rebelling against proposed higher prices from nuke shutdowns.
Total's new offshore well starting up 16 April. Will add ~180Kb/d to Nigeria's prod.
Taiwan ended govt fuel subsidy, raised gas prices 10%.
Corn prices up on S Am drought.
US running out of storage space for NG, slowing prod.
BLM's new rules will allow another 3,600 NG wells in E Utah.
MONDAY OPEN
(stock #'s in %)
Market down 127/29/15. Volume light. Post holiday weekend extension. Oil down under $102. 120K new jobs in March reported Friday. So, 80K public service jobs lost? ADP said >200K new private sector jobs. Anyway, market didn't like it.
ECOS up 27. CWET up 20. BLQN up 16. AMPD, JUHL up 13. VNDB up 12. XDSL up 10. CBAK up 8 on contract news. CCTC up 8. CERP up 7. VRNM up 7, new high. NTCXF up 5. AONE up 4. LSCG up 3. CLNT up 2. DSTI completed reverse stock split.
CSOL down 31. CRGE down 21. NFEC down 16. NENE down another 10, hit a 200-day line. ABAT down 8. CREG down 6. QTWW down 5, new low.
Market down 127/29/15. Volume light. Post holiday weekend extension. Oil down under $102. 120K new jobs in March reported Friday. So, 80K public service jobs lost? ADP said >200K new private sector jobs. Anyway, market didn't like it.
ECOS up 27. CWET up 20. BLQN up 16. AMPD, JUHL up 13. VNDB up 12. XDSL up 10. CBAK up 8 on contract news. CCTC up 8. CERP up 7. VRNM up 7, new high. NTCXF up 5. AONE up 4. LSCG up 3. CLNT up 2. DSTI completed reverse stock split.
CSOL down 31. CRGE down 21. NFEC down 16. NENE down another 10, hit a 200-day line. ABAT down 8. CREG down 6. QTWW down 5, new low.
Saturday, April 7, 2012
STUFF
Utica shale a few thousand feet below Marcella across 8 states and part of Canada. Ohio's portion most significant for oil and wet gas. Further east is dry gas. Ohio Utica could be 5.5B bls oil, 15.7TCF gas. (USGS est. Bakken @ 4.3B bls oil.) Active rigs in OH up over 2x in last 2 years. 150 permits issued for Utica shale wells. BP picked up 84K acres. Chesapeake holds >1M acres. Top landholders include Anadarko, Devon, Hess and Chevron.
Quebec Province put moratorium on fracking last week. 40TCF NG beneath.
China has overtaken US in retail sales.
Rise in food prices showing no signs of slowing.
WBRE and Swiss comp signed up on new wind farm.
Largest rooftop PV solar project - 9MW, $42M, 1.1M sqft - completed on Gloucester Marine Terminal on Delaware R. in NJ. Will cover 80% of terminal's el demand.
Global carbon markets down 20% in 1Q12 on increased trading volume. Down 40% from 1Q11. Mart now 14.2B Euros, >6 Euros/ton. >2B tons of EU allowances and UN certificates traded.
DOE revitalizing loan guarantee program. Expired 6 months ago.
Google installing ice-based cooling system at Taiwan data center. Makes ice at night to cool during day.
Quebec Province put moratorium on fracking last week. 40TCF NG beneath.
China has overtaken US in retail sales.
Rise in food prices showing no signs of slowing.
WBRE and Swiss comp signed up on new wind farm.
Largest rooftop PV solar project - 9MW, $42M, 1.1M sqft - completed on Gloucester Marine Terminal on Delaware R. in NJ. Will cover 80% of terminal's el demand.
Global carbon markets down 20% in 1Q12 on increased trading volume. Down 40% from 1Q11. Mart now 14.2B Euros, >6 Euros/ton. >2B tons of EU allowances and UN certificates traded.
DOE revitalizing loan guarantee program. Expired 6 months ago.
Google installing ice-based cooling system at Taiwan data center. Makes ice at night to cool during day.
Thursday, April 5, 2012
THURSDAY CLOSE
(stock #'s in %)
Market flat and mixed. Volume holiday light. Oil up over $103. 2 sheets to the wind watching opening day.
NFEC up 95. New kid on the block. 2-day triple off 50-day lines. Still haven't checked them out. CREG up 38 more. Same dealio. Trip in 2 days ( this one came back some). China comps. You know, when the wind comes your way ... BHWX up 24. Treading 50-days on 2k shares. AONE up 23. EVSI up 20. Big dealio. Up over 200-day lines. AMTX up 18 on 5k shs. Back off 200-days. VNDB up 11. SLMU up 9. CCTC up 5. LSCG, CWET up 3. I think buy LSCG at least for a 3 year hold, maybe quicker, maybe forever. AMEL, ECOS up 2.
BLQN down 37 on 15k shs. CBWP down 21. CRGE down 12. NENE down 11 more. Figure out your buy price. ZNNMF down 10, their upswing turned around. LEDS down 8 after reporting. CABN down 8 after promising tech news. FSLR down 3, another new low.
And that's the what and who. Happy trails, pards. Have a good weekend. Enjoy the baseball.
Market flat and mixed. Volume holiday light. Oil up over $103. 2 sheets to the wind watching opening day.
NFEC up 95. New kid on the block. 2-day triple off 50-day lines. Still haven't checked them out. CREG up 38 more. Same dealio. Trip in 2 days ( this one came back some). China comps. You know, when the wind comes your way ... BHWX up 24. Treading 50-days on 2k shares. AONE up 23. EVSI up 20. Big dealio. Up over 200-day lines. AMTX up 18 on 5k shs. Back off 200-days. VNDB up 11. SLMU up 9. CCTC up 5. LSCG, CWET up 3. I think buy LSCG at least for a 3 year hold, maybe quicker, maybe forever. AMEL, ECOS up 2.
BLQN down 37 on 15k shs. CBWP down 21. CRGE down 12. NENE down 11 more. Figure out your buy price. ZNNMF down 10, their upswing turned around. LEDS down 8 after reporting. CABN down 8 after promising tech news. FSLR down 3, another new low.
And that's the what and who. Happy trails, pards. Have a good weekend. Enjoy the baseball.
STUFF
SC followed Utah to allow gold, silver as currency.
NYC's winner of "taxi of tomorrow" contest a conventional, non-hybrid vehicle. What the hell is that about?
Fed bought 61% of US debt last year.
Chinese insurer halting coverage for tankers carrying Iran oil.
Cost to produce Arctic oil/gas still well above market prices.
NRC panel rejected Fukushima-related concerns for NY's Indian Point plant.
Delta Airlines bidding on oil refinery.
Lux Research: $113B global demand - 185GWh - by '17 for grid-scale E storage. Eval of 8 techs in 6 grid-scale aps in 44 countries, all 50 US states. Current sales $50-60B/yr. Predict 231% yoy demand growth thru '15, 43% after.
NYC's winner of "taxi of tomorrow" contest a conventional, non-hybrid vehicle. What the hell is that about?
Fed bought 61% of US debt last year.
Chinese insurer halting coverage for tankers carrying Iran oil.
Cost to produce Arctic oil/gas still well above market prices.
NRC panel rejected Fukushima-related concerns for NY's Indian Point plant.
Delta Airlines bidding on oil refinery.
Lux Research: $113B global demand - 185GWh - by '17 for grid-scale E storage. Eval of 8 techs in 6 grid-scale aps in 44 countries, all 50 US states. Current sales $50-60B/yr. Predict 231% yoy demand growth thru '15, 43% after.
THURSDAY MORN
(stock #'s in %)
Market flat and mixed. Volume holiday light. Everyone left the office for the weekend or the ballgame. Oil up near $103.
CREG up 52 more. Day 2 of something. AONE up 21. The bounce cameth. Now settle in for a long bottom I think. CWET up 21. May be bottoming. Long way to go before profits. I love the tech, tho. NEXS up 8, continuing the bounce off the bottom. LSCG, CCTC up 3. May be time to buy LSCG. ECOS up 2.
BLQN down 37. PSPW down 24. CBWP down 21. CRGE down 12. NPWZ, SLMU down 9. NENE down another 5. Choose your buying price or wait to see if there's more down or starts back up. No easy calls.
Play ball. Happy oyster. Break for spring.
Market flat and mixed. Volume holiday light. Everyone left the office for the weekend or the ballgame. Oil up near $103.
CREG up 52 more. Day 2 of something. AONE up 21. The bounce cameth. Now settle in for a long bottom I think. CWET up 21. May be bottoming. Long way to go before profits. I love the tech, tho. NEXS up 8, continuing the bounce off the bottom. LSCG, CCTC up 3. May be time to buy LSCG. ECOS up 2.
BLQN down 37. PSPW down 24. CBWP down 21. CRGE down 12. NPWZ, SLMU down 9. NENE down another 5. Choose your buying price or wait to see if there's more down or starts back up. No easy calls.
Play ball. Happy oyster. Break for spring.
Wednesday, April 4, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market down 124/45/14. Volume a tweak light. Oil down under $102.
MMMW up 45. SLMU up 28, the down line stopped (at least for now). CREG up 15. Push out over 200-day lines, then back below on large volume (for them). PTOS up 11. CSGH up 10. NTCXF, LSCG, AMEL flat.
CPWY down 21. IFXY down 20. AMTX down 18, back near 200-day lines (been going up since July). NGBF down 15. APWR down 14. JUHL down 13 after reporting first ever profit yesterday. CWET down 12. AMLM down 11. KIOR down 10, back to 50-day lines. ECOS down 10 more, below 200-days. CSKH down 10. NENE down 9 more. Pick your buy price. BIOF down 7, strange looking chart. AONE down 6 more, another new low. Will they make it? There should be a bounce somehwere. CCTC down 6, resuming the downline.
Tomorrow the end of the trading week.
Market down 124/45/14. Volume a tweak light. Oil down under $102.
MMMW up 45. SLMU up 28, the down line stopped (at least for now). CREG up 15. Push out over 200-day lines, then back below on large volume (for them). PTOS up 11. CSGH up 10. NTCXF, LSCG, AMEL flat.
CPWY down 21. IFXY down 20. AMTX down 18, back near 200-day lines (been going up since July). NGBF down 15. APWR down 14. JUHL down 13 after reporting first ever profit yesterday. CWET down 12. AMLM down 11. KIOR down 10, back to 50-day lines. ECOS down 10 more, below 200-days. CSKH down 10. NENE down 9 more. Pick your buy price. BIOF down 7, strange looking chart. AONE down 6 more, another new low. Will they make it? There should be a bounce somehwere. CCTC down 6, resuming the downline.
Tomorrow the end of the trading week.
STUFF
In '01, 645 coal-fired power plants in US. '09 - 594.
US Army adding green building code on top of LEED code.
Mitsubishi's $100M wind turbine nacelle plant in Arkansas - vacant since completion last fall - will be "mothballed" for an uncertain period.
India has scaled back tax incentives for wind power.
Germany, US, China plan to install record amount of solar in '12. Couldn't tell by solar stocks.
98% of Colorado experiencing drought.
DOE gave Treasury 1 day to consult on Solyndra loan: IG.
Study: E15 damages engines.
US' rare earths supply can meet military's needs: Pentagon.
Wall St, industry calling for massive NY el transmission investment.
World Bank approved $132M loan for 56MW hydro project in Cameroon.
Kinder Morgan started up ethanol pipeline connection between NJ train facility and NYC harbor terminal.
US Army adding green building code on top of LEED code.
Mitsubishi's $100M wind turbine nacelle plant in Arkansas - vacant since completion last fall - will be "mothballed" for an uncertain period.
India has scaled back tax incentives for wind power.
Germany, US, China plan to install record amount of solar in '12. Couldn't tell by solar stocks.
98% of Colorado experiencing drought.
DOE gave Treasury 1 day to consult on Solyndra loan: IG.
Study: E15 damages engines.
US' rare earths supply can meet military's needs: Pentagon.
Wall St, industry calling for massive NY el transmission investment.
World Bank approved $132M loan for 56MW hydro project in Cameroon.
Kinder Morgan started up ethanol pipeline connection between NJ train facility and NYC harbor terminal.
WEDNESDAY OPEN
(stock #'s in %)
Market down 158/44/16. Volume normal. Oil down under $103. ADP: 209K new private sector jobs in March. March US auto sales up 13%. US services sector down. Spain bond problems.
MMMW up 45 on news, 2k shs. CCTC up another 8. CWET up 4.
AMPD down 29. ECOS down 12 more, below 200-day lines. TSLA down 7. BIOF, SENY down 6. DSTI down 5. AONE down 3 more. AMEL down 3. NENE down 2 more, but back almost 15 from bottom. LSCG flat.
Market down 158/44/16. Volume normal. Oil down under $103. ADP: 209K new private sector jobs in March. March US auto sales up 13%. US services sector down. Spain bond problems.
MMMW up 45 on news, 2k shs. CCTC up another 8. CWET up 4.
AMPD down 29. ECOS down 12 more, below 200-day lines. TSLA down 7. BIOF, SENY down 6. DSTI down 5. AONE down 3 more. AMEL down 3. NENE down 2 more, but back almost 15 from bottom. LSCG flat.
Tuesday, April 3, 2012
TUESDAY CLOSE
(stock #'s in %)
Market down 64/6/5. Volume a little over avg. Oil near $104. Market turned down after Fed minutes showed no signal for new easing.
AEHI up 40 (trading range). ZNNMF up another 13. Coming up on double since late last month. Still don't know why. SZYM up 12. CCTC up 11. CSUN up 9, but most solars down. APWR up 8. WEST up 7. SATC ended up 3. LSCG flat.
ECOS down 30, between 200-day lines. NENE down 26! First big break in the run, another 50 cents to get to a 50-day line. BHWX down 24. PPRW down 22. CWET down 16. AONE down 14 more, new low. PTOS down 10. SLMU, SENY down 9. FSLR down 7, new low. AMEL, NTCXF down 2.
Market down 64/6/5. Volume a little over avg. Oil near $104. Market turned down after Fed minutes showed no signal for new easing.
AEHI up 40 (trading range). ZNNMF up another 13. Coming up on double since late last month. Still don't know why. SZYM up 12. CCTC up 11. CSUN up 9, but most solars down. APWR up 8. WEST up 7. SATC ended up 3. LSCG flat.
ECOS down 30, between 200-day lines. NENE down 26! First big break in the run, another 50 cents to get to a 50-day line. BHWX down 24. PPRW down 22. CWET down 16. AONE down 14 more, new low. PTOS down 10. SLMU, SENY down 9. FSLR down 7, new low. AMEL, NTCXF down 2.
STUFF
Appalachian coal prices fell 15% in Jan alone, near $60/ton. Prod costs $60-75. Several comps closing mines.
EPA approved 1st aps for registering ethanol for making E15 gas.
Citigroup: subsidy cuts will nearly kill Germany's solar industry. Q-Cells filing for bankruptcy, restructuring. And their sub Solar Trust of America - developer of 1GW PV-CPV solar project in Cal - filed Chap 11.
Unseasonably warm weather causing more wildfires in VT.
Study: coral less vulnerable to climate warming than previously feared.
During ND tour, Salazar announced faster oil/gas permitting.
Spain imposing "temporary" halt to FITs for new renewable/clean E projects starting in Jan.
Exxon shale gas wells in Poland coming up empty. Drilling costing almost 3x US cost. Harder rock.
SZYM and Bunge (Brazil) forming JV to build commercial scale oils plant - 100k metric tons/yr production cap - in Brazil. Sugarcane feedstock. Oils for chem and fuel products. 2H13 startup. SZYM up 10% today on the news and trading above all their lines.
USN opened 1st of 3 planned E85 fueling stations at Pearl Harbor.
JUHL '11 revs up 148%, net up 269%. 1st-ever yearly positive earnings. Trading flat and sitting at 50-day lines.
EPA approved 1st aps for registering ethanol for making E15 gas.
Citigroup: subsidy cuts will nearly kill Germany's solar industry. Q-Cells filing for bankruptcy, restructuring. And their sub Solar Trust of America - developer of 1GW PV-CPV solar project in Cal - filed Chap 11.
Unseasonably warm weather causing more wildfires in VT.
Study: coral less vulnerable to climate warming than previously feared.
During ND tour, Salazar announced faster oil/gas permitting.
Spain imposing "temporary" halt to FITs for new renewable/clean E projects starting in Jan.
Exxon shale gas wells in Poland coming up empty. Drilling costing almost 3x US cost. Harder rock.
SZYM and Bunge (Brazil) forming JV to build commercial scale oils plant - 100k metric tons/yr production cap - in Brazil. Sugarcane feedstock. Oils for chem and fuel products. 2H13 startup. SZYM up 10% today on the news and trading above all their lines.
USN opened 1st of 3 planned E85 fueling stations at Pearl Harbor.
JUHL '11 revs up 148%, net up 269%. 1st-ever yearly positive earnings. Trading flat and sitting at 50-day lines.
TUESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume a little light. Oil back down near $104. US factory orders up 1.3% in Feb, but lower than estimates. China 1Q growth est. 8.4%.
SZYM up 11 on news. On upline since Oct. CCTC up 11. A new up move? BIOF up 6. ZNNMF up another 6.
NEXS down 22. New low on 5-day run down. ECOS down 19 more, back to top 200-day line. SLMU down another 18, back to top 50-day line. AONE down another 11, facing law suits, day 7 of sell-off. LEOM down 9. AMEL, XSNX down 7. NTCXF down another 6 on 500 shs. NENE hit new high, now down 4. CWET down 4. LSCG flat after lower open.
Market flat and mixed. Volume a little light. Oil back down near $104. US factory orders up 1.3% in Feb, but lower than estimates. China 1Q growth est. 8.4%.
SZYM up 11 on news. On upline since Oct. CCTC up 11. A new up move? BIOF up 6. ZNNMF up another 6.
NEXS down 22. New low on 5-day run down. ECOS down 19 more, back to top 200-day line. SLMU down another 18, back to top 50-day line. AONE down another 11, facing law suits, day 7 of sell-off. LEOM down 9. AMEL, XSNX down 7. NTCXF down another 6 on 500 shs. NENE hit new high, now down 4. CWET down 4. LSCG flat after lower open.
Monday, April 2, 2012
MONDAY CLOSE
(stock #'s in %)
Market up 52/28/10. Volume a little heavy. Oil back up above $105.
BHWX up 44. Back to 50-day lines. NGBF up 32. Ditto. TRKP up 17. Between 50- and 200-day lines. CPWY up 16. Again, back to 50's. BLDW up 14. Bounceback, but still in downline. CWET, VNDB up 12. VNDB a come off 50's. NENE up another 10. They don't stop. ZNNMF up another 9. Still above 200's. Still haven't seen any news. APWR up 9. ACPW up 5.
ECOS, AEHI down 16. EFOI down 14. DSTI, AMTX, ENSL down 11. AMEL, SENY, SLMU down 10. NEXS down 9, new low. AONE, SATC down 8. Both new lows. You could watch for a bounce. Solars down, JASO down 7. CCTC down 5. LSCG, NTCXF down 3.
Market up 52/28/10. Volume a little heavy. Oil back up above $105.
BHWX up 44. Back to 50-day lines. NGBF up 32. Ditto. TRKP up 17. Between 50- and 200-day lines. CPWY up 16. Again, back to 50's. BLDW up 14. Bounceback, but still in downline. CWET, VNDB up 12. VNDB a come off 50's. NENE up another 10. They don't stop. ZNNMF up another 9. Still above 200's. Still haven't seen any news. APWR up 9. ACPW up 5.
ECOS, AEHI down 16. EFOI down 14. DSTI, AMTX, ENSL down 11. AMEL, SENY, SLMU down 10. NEXS down 9, new low. AONE, SATC down 8. Both new lows. You could watch for a bounce. Solars down, JASO down 7. CCTC down 5. LSCG, NTCXF down 3.
STUFF
Total's N Sea gas leak costing $2.5M/d. Fix could take 6 months.
NRC approved Scama's 2 new nuke reactors in SC. Estimate ~$11B.
Admin, several states easing offshore wind permit process for Great Lakes.
Cal slashed bullet train cost by 3rd.
Instead of "nano", researchers should be thinking "meso": DOE.
India slashed their wind tax incentives.
From Jan '09 to Jan '12, US renewable/clean E sources grew 27%. Total US E prod up 6.7%. NG grew 13%, crude oil prod 14%, nuke power dropped 2%, coal dropped 7%, geothermal grew 15%, hydropower 26%, solar 28%, biofuels 46%, wind 114%, biomass down 1%.
Germany revised their solar PV tariffs, set new degression schedule.
Rwanda set FITs for hydropower, joining neighbors Uganda and Kenya.
OPEC March oil prod at highest level since Oct '08. Higher output from Libya, Iraq offset less (~65kb/d) from Iran. IEA estimates another 900kb/d or so will be shut in by sanctions. Turkey said they'll reduce Iran imports 10%. S Korea working on it.
Crude exports from Iraq's Kurd region dropped to 50kb/d. Central govt refusing $1.5B payment.
S Sudan says N Sudan has seized key oil field.
Petro China overtook Exxon as world largest publicly-traded oil producer.
Vega Biofuels leased facility in GA for bio-coal from timber waste manufacturing.
NRC approved Scama's 2 new nuke reactors in SC. Estimate ~$11B.
Admin, several states easing offshore wind permit process for Great Lakes.
Cal slashed bullet train cost by 3rd.
Instead of "nano", researchers should be thinking "meso": DOE.
India slashed their wind tax incentives.
From Jan '09 to Jan '12, US renewable/clean E sources grew 27%. Total US E prod up 6.7%. NG grew 13%, crude oil prod 14%, nuke power dropped 2%, coal dropped 7%, geothermal grew 15%, hydropower 26%, solar 28%, biofuels 46%, wind 114%, biomass down 1%.
Germany revised their solar PV tariffs, set new degression schedule.
Rwanda set FITs for hydropower, joining neighbors Uganda and Kenya.
OPEC March oil prod at highest level since Oct '08. Higher output from Libya, Iraq offset less (~65kb/d) from Iran. IEA estimates another 900kb/d or so will be shut in by sanctions. Turkey said they'll reduce Iran imports 10%. S Korea working on it.
Crude exports from Iraq's Kurd region dropped to 50kb/d. Central govt refusing $1.5B payment.
S Sudan says N Sudan has seized key oil field.
Petro China overtook Exxon as world largest publicly-traded oil producer.
Vega Biofuels leased facility in GA for bio-coal from timber waste manufacturing.
MONDAY OPEN
(stock #'s in %)
Market flat. Volume a little above avg. Oil up from $103. March US construction spending down, manufacturing index up. Euro manufacturing down 8th month in row.
CERP up 12 on news. NENE up another 9, ENZR up 9. CWET up 7 on news.
ECOS down 16 despite news. SLMU down 16 on news. AMEL back down 12. VSPC down 9 with news. AONE down another 7. I did say they were probably going to $1. Now $1.04. LSCG down 4 more, now $1 again. NTCXF down 3.
Market flat. Volume a little above avg. Oil up from $103. March US construction spending down, manufacturing index up. Euro manufacturing down 8th month in row.
CERP up 12 on news. NENE up another 9, ENZR up 9. CWET up 7 on news.
ECOS down 16 despite news. SLMU down 16 on news. AMEL back down 12. VSPC down 9 with news. AONE down another 7. I did say they were probably going to $1. Now $1.04. LSCG down 4 more, now $1 again. NTCXF down 3.
Sunday, April 1, 2012
STUFF
New large oil strike in Kenya. Africa Oil Corp (Can) - AOI.V (Toronto Venture Exchange). Comp also has assets in Ethiopia, Mali, Somalia. Tullow Oil (Brit) (TLW.L) also announced discovery in Kenya. East Africa opening up.
Generally, US east coast oil refineries can only process light, sweet crude. Midwest refineries process heavier crudes. More expensive to build, but heavy crude running ~$33 less/bl than light sweet (WTI). Also, utilization rates for midwest refineries 90-95% v. 60-80% for east coast. So. Pump prices different around the country. Also, ~ 3 month lag in crude to pump prices.
Forecasts for US wind installs ~ 9.5GW for '12, close to '11's. But some talking 500MW in '13, expecting expiration of tax credits at year end or not. US has >13GW of final turbine assembly capacity. Wind industry near 40% of biz for one assembler.
World investment in clean/renewable E reached cumulative total of $1T in 4Q11.
China implemented FIT for clean/renewable E last summer. Their domestic market for PV inverters quintupled last year to >2.4GW installed.
Cal-based Silevo building 32MW hybrid solar cell production line in China. May startup of line. Cost est. 98 cents/W. 500MW/y prod cap should lower it to 61 cents. Silicon prices have lowered costs. Hybrid solar - silicon wafers mix of mono- and polycrystalline structures. They're planning much thinner mono wafers. They also add "tunneling oxide layer" and amorphous silicon layers so cells don't lose performance as quickly in hot weather. Sandia verified 21.2% efficiency. $55M in venture funding.
Global PV solar industry expected to more than double by '14 from here.
Piepline comps have new plan to route oil from Can through IL to OK to Gulf by increasing existing pipe cap, adding new pipes. Would use existing pipe cap across border, getting around State Dept. Keystone moot.
U Cal SF researchers found new layer of genetic code using ribosome profiling. Enables measurement of gene activity inside living cells, including speed proteins made at. Speed change caused by info in "redundant codons" - small pieces of DNA. 50-year news for biology.
Scientists say they've found a way to clone American elm trees that have survived repeated Dutch elm disease epidemics.
Total weighing relief well for that offshore well leaking in N Sea. Would take months.
Happy Fools Day.
Generally, US east coast oil refineries can only process light, sweet crude. Midwest refineries process heavier crudes. More expensive to build, but heavy crude running ~$33 less/bl than light sweet (WTI). Also, utilization rates for midwest refineries 90-95% v. 60-80% for east coast. So. Pump prices different around the country. Also, ~ 3 month lag in crude to pump prices.
Forecasts for US wind installs ~ 9.5GW for '12, close to '11's. But some talking 500MW in '13, expecting expiration of tax credits at year end or not. US has >13GW of final turbine assembly capacity. Wind industry near 40% of biz for one assembler.
World investment in clean/renewable E reached cumulative total of $1T in 4Q11.
China implemented FIT for clean/renewable E last summer. Their domestic market for PV inverters quintupled last year to >2.4GW installed.
Cal-based Silevo building 32MW hybrid solar cell production line in China. May startup of line. Cost est. 98 cents/W. 500MW/y prod cap should lower it to 61 cents. Silicon prices have lowered costs. Hybrid solar - silicon wafers mix of mono- and polycrystalline structures. They're planning much thinner mono wafers. They also add "tunneling oxide layer" and amorphous silicon layers so cells don't lose performance as quickly in hot weather. Sandia verified 21.2% efficiency. $55M in venture funding.
Global PV solar industry expected to more than double by '14 from here.
Piepline comps have new plan to route oil from Can through IL to OK to Gulf by increasing existing pipe cap, adding new pipes. Would use existing pipe cap across border, getting around State Dept. Keystone moot.
U Cal SF researchers found new layer of genetic code using ribosome profiling. Enables measurement of gene activity inside living cells, including speed proteins made at. Speed change caused by info in "redundant codons" - small pieces of DNA. 50-year news for biology.
Scientists say they've found a way to clone American elm trees that have survived repeated Dutch elm disease epidemics.
Total weighing relief well for that offshore well leaking in N Sea. Would take months.
Happy Fools Day.
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