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.