NG prices equiv to $18 oil.
DOE awarded $14M to 22 states and territories for E effic upgrades in pub facilities and development of local policies and programs to reduce E waste. US bldgs last yr consumed >40% of all E. Admin's Better Bldg Challenge. Reduce E use 20% by '20. Over past yr over 200 orgs have joined. Almost 2B sq. ft., near $2B in E effic investments.
Australia intoducing C tax. ~$23/ton of CO2 emiss.
House committee on Nat Resources told by hydropower people that cumbersome, sometimes conflicting array of fed oversight of relicensing kills hydro plants. 1 agency should oversee. FERC the likeliest. EIA: US has 12GW untapped hydro potential. Process takes 5 yrs, costs millions in compliance.
San Jose mayor made clean E a big platform in "Green Vision". City working with SolarCity on rooftop solar on 16 muni bldgs. 14 more under consideration.
Dublin, Chevron Energy Solutions inked green E deal. Solar installs, LED lights, HVAC improvements, etc. $7.4M. E savings to cover cost of 15-yr loan. $15M savings next 25 yrs.
EU needs to print more money. The world needs another $2T. Dollars. Fed increased >$2T last 4 yrs. Banks don't want to hold Euros orYen and can't hold Yuan.
Canadian office vacancies dropped to 8.2%. Office property values expected to rise 10-20% this year.
BRT: assoc of CEO's of leading comps w/ >$6T annual revs, >14M employed, near 1/3 total val of US stock mart and near half of private US R&D spending. Biz Round Table: '13 to be barn burner. Infra, tax reform, entitlements. (They didn't mention debt, deficits.)
Saturday, June 30, 2012
Friday, June 29, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 277/85/33. Volume. Oil up to $85.
AEHI up 166. TRKP up 42. CERP, CPWY up 41. Did I mention CERP this morn? BHWX, CRGE up 33. MMMW up 29. MKTY up 20. VSPC up 17. REGI up 16. MGLT up 15. GSFVF up 14. SOPW, XDSL up 12. LSCG, NEXS up 11. NPWZ up 10. MXWL up 7. NENE up 6.
NGLPF down 50. PPRW down 42. BOPO down 27. LEXG down 12. SLMU, CWET, PTOS down 11. BFRE down 10. GWBU down 8. I did mention a bounce, right?
Market up 277/85/33. Volume. Oil up to $85.
AEHI up 166. TRKP up 42. CERP, CPWY up 41. Did I mention CERP this morn? BHWX, CRGE up 33. MMMW up 29. MKTY up 20. VSPC up 17. REGI up 16. MGLT up 15. GSFVF up 14. SOPW, XDSL up 12. LSCG, NEXS up 11. NPWZ up 10. MXWL up 7. NENE up 6.
NGLPF down 50. PPRW down 42. BOPO down 27. LEXG down 12. SLMU, CWET, PTOS down 11. BFRE down 10. GWBU down 8. I did mention a bounce, right?
STUFF
Harvard study: global oil prod could climb17Mb/d next 8 yrs. From Iraq, Canada, Brazil, US. Total liquids prod. Crude, condensate, NG liquids, other liquids. Crude oil & condensate up 10% last 10 yrs.
Long I. Power Authority approved new program to encourage medium-scale solar projects using a FIT. 50KW-3MW. The utility will buy all the power @ 22 cents/KWh. 50MW cap.
NRC attorneys: how to store nuke waste at sites across US must 1st be resolved before more reactor licenses approved or extended.
Fed appeals court granted request from developers of new fossil fuel power plants to expedite their challenge to EPA's mercury and air toxins rule.
Exxon CEO: people will adapt to new living conditions that arise from global warming and engineers will find ways to deal with ocean rise or disruption of ag. Well, there's optimism.
IN regulators gave C-capture project green light.
Abound Solar tapped ~$68M of $400M DOE loan guarantee before DOE cut off the cred in Sept. Abound filing bankruptcy next week. CdTe tech. 125 employ.
Colombia announced new system to track deforestation emissions.
Global clean/renewable market $260B last year. US sol industry now employs 100K, 2x since '09.
Schott Solar plans to halt crystalline si solar panel prod at German plant in Oct. Also closing Albuquerque plant by end of summer. Halted prod today. 250 employ. Produced both PV modules and CSP arrays. To date, 18 solar manufacturers have announced bankruptcy or restructuring in last 12 mo.
K Road Power asking for reg approval to change Calico Solar project in Mojave again. No Stirling engines. Just CSP. 663MW to 618, 800 less acres.
Valero expects to restart prod at 2 ethanol plants before fall corn harvest. Corn prices up $1/bu since start of June to $6.63. US eth prod avg 883Kb/d - 37M gal/d - in last week. 25-day supply. Blend with gas still ~10%.
Global investment in biofuels fell 20% '10-'11 after 9x prod increase in US in 2000's.
Greenleaf Biofuels 10M-gal biodiesel CT plant online by Sept. Waste cooking oil, other recycled oils and fats feedstock.
Blue Sugars (formerly KL Energy) expects to prod cellulosic eth from sugarcane bagasse at 40-50 cents/liter by '15.
Ecuador looks to claim its $18B by seizing Chevron's Brazilian assets.
EU considering legal action against UK over withdrawal of 16 of 40 air quality zones (NO2) for 5-year extensions.
BLM auctioned major tract of WY coal to Peabody @ $1.10/ton. Awaits final approval. From somebody.
Greenland ice sheet approaching point at which summer melt area covers entire land mass.
Senate passed 27-month transport bill. Sent to Obama. I think they included continuing the low education loan interest rates.
GAO: Pentagon E policies aren't reaching battlefield.
Colorado declared a disaster area.
Arctic Ocean offshore drilling noise could threaten whales. Can't we all just get along?
NY tightened CO2 limits, blocking new coal plants.
TX regulators voted to raise cap on power prices.
Wisc utility to shutter plants, reduce emissions under settlement with EPA.
Long I. Power Authority approved new program to encourage medium-scale solar projects using a FIT. 50KW-3MW. The utility will buy all the power @ 22 cents/KWh. 50MW cap.
NRC attorneys: how to store nuke waste at sites across US must 1st be resolved before more reactor licenses approved or extended.
Fed appeals court granted request from developers of new fossil fuel power plants to expedite their challenge to EPA's mercury and air toxins rule.
Exxon CEO: people will adapt to new living conditions that arise from global warming and engineers will find ways to deal with ocean rise or disruption of ag. Well, there's optimism.
IN regulators gave C-capture project green light.
Abound Solar tapped ~$68M of $400M DOE loan guarantee before DOE cut off the cred in Sept. Abound filing bankruptcy next week. CdTe tech. 125 employ.
Colombia announced new system to track deforestation emissions.
Global clean/renewable market $260B last year. US sol industry now employs 100K, 2x since '09.
Schott Solar plans to halt crystalline si solar panel prod at German plant in Oct. Also closing Albuquerque plant by end of summer. Halted prod today. 250 employ. Produced both PV modules and CSP arrays. To date, 18 solar manufacturers have announced bankruptcy or restructuring in last 12 mo.
K Road Power asking for reg approval to change Calico Solar project in Mojave again. No Stirling engines. Just CSP. 663MW to 618, 800 less acres.
Valero expects to restart prod at 2 ethanol plants before fall corn harvest. Corn prices up $1/bu since start of June to $6.63. US eth prod avg 883Kb/d - 37M gal/d - in last week. 25-day supply. Blend with gas still ~10%.
Global investment in biofuels fell 20% '10-'11 after 9x prod increase in US in 2000's.
Greenleaf Biofuels 10M-gal biodiesel CT plant online by Sept. Waste cooking oil, other recycled oils and fats feedstock.
Blue Sugars (formerly KL Energy) expects to prod cellulosic eth from sugarcane bagasse at 40-50 cents/liter by '15.
Ecuador looks to claim its $18B by seizing Chevron's Brazilian assets.
EU considering legal action against UK over withdrawal of 16 of 40 air quality zones (NO2) for 5-year extensions.
BLM auctioned major tract of WY coal to Peabody @ $1.10/ton. Awaits final approval. From somebody.
Greenland ice sheet approaching point at which summer melt area covers entire land mass.
Senate passed 27-month transport bill. Sent to Obama. I think they included continuing the low education loan interest rates.
GAO: Pentagon E policies aren't reaching battlefield.
Colorado declared a disaster area.
Arctic Ocean offshore drilling noise could threaten whales. Can't we all just get along?
NY tightened CO2 limits, blocking new coal plants.
TX regulators voted to raise cap on power prices.
Wisc utility to shutter plants, reduce emissions under settlement with EPA.
FRIDAY OPEN
(stock #'s in %)
Market up 218/62/25. All indeces above top (50-day) lines again. Volume a little heavy. Oil up to $82. Europe deal.
VSPC up 47. TRKP up 38. XDSL up 25. MKTY up 24. MMMW up 16. VLNC up 15, day 3 of rise to 50-days. QTMM up 10. HSOL, AMRS, NTCXF up 9. ASTI up 6, up against top (200-day) line. LSCG, MXWL up 4. NENE, OOIL up 1. NPWZ flat after up 20.
GWBU down another 33. There might be a bounce. NGLPF down 24. SLMU down 8. AONE down 5, back to 50-days. News they're running out of cash. CERP down 3, new low.
Market up 218/62/25. All indeces above top (50-day) lines again. Volume a little heavy. Oil up to $82. Europe deal.
VSPC up 47. TRKP up 38. XDSL up 25. MKTY up 24. MMMW up 16. VLNC up 15, day 3 of rise to 50-days. QTMM up 10. HSOL, AMRS, NTCXF up 9. ASTI up 6, up against top (200-day) line. LSCG, MXWL up 4. NENE, OOIL up 1. NPWZ flat after up 20.
GWBU down another 33. There might be a bounce. NGLPF down 24. SLMU down 8. AONE down 5, back to 50-days. News they're running out of cash. CERP down 3, new low.
Thursday, June 28, 2012
THURSDAY CLOSE
(stock #'s in %)
Market down 24/25/2. So right there, squirrely already. Volume got heavy on the turnaround. Speculation that Europe finding some kind of deal. Oil under $79. US: corps on track to earn $2T this year. G, not bad. Wish they could give a little out in jobs. New Orleans fastest growing US city. Unemployment up in Germany. And Abound Solar - another $400M loan guarantee - closed doors bankruptcy.
IFXY up 100. 13K shs. ENSL up 45 on 44K. LEOM up 36. Up and down like a .... VSPC up 21 on what, death throes? CWET up 19 on 9K. CCTC up 12. A jump off 200-day lines in oversold territory. Maybe on Birmingham deal (see STUFF). There's a lot of stealth going around. Cards held close to the vests. No big volume though. But good volume. VLNC up 11. 2-day surge off bottom that hit 50-day lines and came back. Volume surge was days ago. NTCXF up 7. Surge at April-May border. They are on a line going up since March. I remember when I told you about them what, several months ago? I guess maybe I'm tootin. Don't mean to. Just mean to make you money in this crazy hazy market of clean/renewable even fossil energy. NENE was up 1. And OOIL ended flat. Hell, I had a flat that i ran on for tens of miles in South Carolina. Porch lights went on a half mile up the road. Sounded like a train I guess at 15 MPH. Just gettin my girl back to Edisto Island vacation island cottage. Had no spare in the trunk. The late '60's. Try and explain 'm.
AEHI down 62 on 25K. TRKP down 55. I don't know. .5M shs at 9 cents. I dont' know. PEIX down 33 on 18M shs. Well, ethanol we all hate. Uses food for fuel. And now we have drought in corn country. And 15% blend requirement for ethanol in our gas. Maybe God is telling us something here. Don't use food for fuel? We shall see. AMPD down 33 on 40K shs. GEVO down 27. Looks like bottom price. 1.7M shs. GWBU down 25 more on 6.7M shs. Buy it if it starts going up. Hit <19 cents. NPWZ down 20, 2M shs, ended .019. Got a contract. EVSI down 20 to 18 cents on 4K volume. Really. But I report it. BIOF down 15 on 85. LSCG down 11.Under 50-days. If that ain't a buy I'm Santa Clause. CERE down 10. Maybe bottoming. 18K shs. Really. ZNNMF down 9. Just looking at the chart, time to buy. MXWL down 2 more. Glad I sold. But ultracapacitor market. I guess they have to get as cheap as solars. Though they're pretty much the only ultracapacitor producer for now.
Market down 24/25/2. So right there, squirrely already. Volume got heavy on the turnaround. Speculation that Europe finding some kind of deal. Oil under $79. US: corps on track to earn $2T this year. G, not bad. Wish they could give a little out in jobs. New Orleans fastest growing US city. Unemployment up in Germany. And Abound Solar - another $400M loan guarantee - closed doors bankruptcy.
IFXY up 100. 13K shs. ENSL up 45 on 44K. LEOM up 36. Up and down like a .... VSPC up 21 on what, death throes? CWET up 19 on 9K. CCTC up 12. A jump off 200-day lines in oversold territory. Maybe on Birmingham deal (see STUFF). There's a lot of stealth going around. Cards held close to the vests. No big volume though. But good volume. VLNC up 11. 2-day surge off bottom that hit 50-day lines and came back. Volume surge was days ago. NTCXF up 7. Surge at April-May border. They are on a line going up since March. I remember when I told you about them what, several months ago? I guess maybe I'm tootin. Don't mean to. Just mean to make you money in this crazy hazy market of clean/renewable even fossil energy. NENE was up 1. And OOIL ended flat. Hell, I had a flat that i ran on for tens of miles in South Carolina. Porch lights went on a half mile up the road. Sounded like a train I guess at 15 MPH. Just gettin my girl back to Edisto Island vacation island cottage. Had no spare in the trunk. The late '60's. Try and explain 'm.
AEHI down 62 on 25K. TRKP down 55. I don't know. .5M shs at 9 cents. I dont' know. PEIX down 33 on 18M shs. Well, ethanol we all hate. Uses food for fuel. And now we have drought in corn country. And 15% blend requirement for ethanol in our gas. Maybe God is telling us something here. Don't use food for fuel? We shall see. AMPD down 33 on 40K shs. GEVO down 27. Looks like bottom price. 1.7M shs. GWBU down 25 more on 6.7M shs. Buy it if it starts going up. Hit <19 cents. NPWZ down 20, 2M shs, ended .019. Got a contract. EVSI down 20 to 18 cents on 4K volume. Really. But I report it. BIOF down 15 on 85. LSCG down 11.Under 50-days. If that ain't a buy I'm Santa Clause. CERE down 10. Maybe bottoming. 18K shs. Really. ZNNMF down 9. Just looking at the chart, time to buy. MXWL down 2 more. Glad I sold. But ultracapacitor market. I guess they have to get as cheap as solars. Though they're pretty much the only ultracapacitor producer for now.
STUFF
Tucson to turn on solar at 7 sites. $11.6M.
Greenskies got $30M deal to install solar on 27 Walmart stores in Mass.
Philly became largest US city to join EPA program to get more homeowners, businesses, institutions and towns to purchase clean E.
In '02, US ranked 1st in avg wealth per adult. In '10, 7th.
US has 120K gas stations, 2K NG stations. NG vehicles .1% of US vehicles. NatGas Act would give 50% tax credit - maxed at $100K - to comps installing NG stations. NG vehicles emit 25% less than gasoline. But NAS says switch from gas to NG vehicles would have negative enviro effects for 80 years and switch from diesel harmful for 300 years. Because of methane leaks in NG production/transport. 15-20 NG fueling stations being built every month.
Minority Fed report: Twist costs exceed benefits. Fed has bought $2.3T in long-term securities since crash.
Last year, US spent $454B on debt interest.
Global solar elgen almost doubled last year to >55TWh. Near double every year for last 6-7 years. World will install ~30GW of solar this year. As solar costs fall to $3.50/w, demand will increase 14x.
MN appeals court reaffirmed PUC approval of National Wind's 78MW, $180M project.
Batts at Philly commuter line station capture excess el current from 3rd rail when trains brake, and store the power for train acceleration. Saves ~9MWh/week (more than typical apt dweller uses in a year), ~3.5-4KWh/train. Batt bank gets signals every 4 sec from regional grid operator and either takes or gives power to help balance grid.
DOE agreed to pay for 1st major test of new way to capture CO2, clearing way for construction @ massive coal power plant near Birmingham.
Plans cancelled for C capture/storage plant in Scotland.
Top House Repub says EPA chief misleading people about impact of agency regs.
Appeals court rejected enviro argument against new GOM wells.
Valero halted prod at IN ethanol plant.
Exxon, Gazprom tangled in S China Sea dispute.
New England water wells testing positive for high levels of arsenic.
Germany to cap subsidies for solar power installs at 52GW. Aiming for 2.5-3.5GW per year. Plan still goes to Parliament. Also plans to create legal framework for C capture/storage.
JCS Solar (China) got contract to build $948M solar PV project in Xinjiang Region. 3-yr build. 1st 30MW online by Oct.
Exxon: "losing our shirts" on NG. What price do they need? $4?
SZYM, Bunge (Bra) broke ground on 100K met tons/yr sugars-to-oils plant in Brazil. Online 4Q13.
Marketers say current coconut oil prod can support B5 biodiesel in Philippines.
India ethanol prod likely to rise 29% this year to 2.1B liters. Consumption seen rising to just under that, up 4.5%.
New recycling technique enables spent nuke fuel rods to be used again.
Tepco shareholders agreed to nationalize the comp. $12.6B more from govt, $43.9B since quakenami.
Abu Dhabi comp investing $5.47B in Brazil econ.
XDSL developing launch strategy for its advanced batt tech.
Greenskies got $30M deal to install solar on 27 Walmart stores in Mass.
Philly became largest US city to join EPA program to get more homeowners, businesses, institutions and towns to purchase clean E.
In '02, US ranked 1st in avg wealth per adult. In '10, 7th.
US has 120K gas stations, 2K NG stations. NG vehicles .1% of US vehicles. NatGas Act would give 50% tax credit - maxed at $100K - to comps installing NG stations. NG vehicles emit 25% less than gasoline. But NAS says switch from gas to NG vehicles would have negative enviro effects for 80 years and switch from diesel harmful for 300 years. Because of methane leaks in NG production/transport. 15-20 NG fueling stations being built every month.
Minority Fed report: Twist costs exceed benefits. Fed has bought $2.3T in long-term securities since crash.
Last year, US spent $454B on debt interest.
Global solar elgen almost doubled last year to >55TWh. Near double every year for last 6-7 years. World will install ~30GW of solar this year. As solar costs fall to $3.50/w, demand will increase 14x.
MN appeals court reaffirmed PUC approval of National Wind's 78MW, $180M project.
Batts at Philly commuter line station capture excess el current from 3rd rail when trains brake, and store the power for train acceleration. Saves ~9MWh/week (more than typical apt dweller uses in a year), ~3.5-4KWh/train. Batt bank gets signals every 4 sec from regional grid operator and either takes or gives power to help balance grid.
DOE agreed to pay for 1st major test of new way to capture CO2, clearing way for construction @ massive coal power plant near Birmingham.
Plans cancelled for C capture/storage plant in Scotland.
Top House Repub says EPA chief misleading people about impact of agency regs.
Appeals court rejected enviro argument against new GOM wells.
Valero halted prod at IN ethanol plant.
Exxon, Gazprom tangled in S China Sea dispute.
New England water wells testing positive for high levels of arsenic.
Germany to cap subsidies for solar power installs at 52GW. Aiming for 2.5-3.5GW per year. Plan still goes to Parliament. Also plans to create legal framework for C capture/storage.
JCS Solar (China) got contract to build $948M solar PV project in Xinjiang Region. 3-yr build. 1st 30MW online by Oct.
Exxon: "losing our shirts" on NG. What price do they need? $4?
SZYM, Bunge (Bra) broke ground on 100K met tons/yr sugars-to-oils plant in Brazil. Online 4Q13.
Marketers say current coconut oil prod can support B5 biodiesel in Philippines.
India ethanol prod likely to rise 29% this year to 2.1B liters. Consumption seen rising to just under that, up 4.5%.
New recycling technique enables spent nuke fuel rods to be used again.
Tepco shareholders agreed to nationalize the comp. $12.6B more from govt, $43.9B since quakenami.
Abu Dhabi comp investing $5.47B in Brazil econ.
XDSL developing launch strategy for its advanced batt tech.
THURSDAY OPEN
(stock #'s in %)
Market down 160/45/16. Volume a little higher than lately. Oil under $80. Debt crisis summit opened.
LEOM up 59 on comeback. Back above lines. OOIL up 2. NENE, MXWL flat.
TRKP down 40. New low. PEIX down 39 on financial news. Back to last fall's bottom. GWBU down another 24. 8-day collapse back to bottom. NPWZ down 20 on profit taking after last couple days over double. BIOF down 15. Also back to fall bottom. GEVO down 11 on financing news. 2-day fall so far covering the upgap earlier this month. AONE, ABAT down 8. BWEN down 6. JASO, AMRS down 3. LSCG down 1.
Market down 160/45/16. Volume a little higher than lately. Oil under $80. Debt crisis summit opened.
LEOM up 59 on comeback. Back above lines. OOIL up 2. NENE, MXWL flat.
TRKP down 40. New low. PEIX down 39 on financial news. Back to last fall's bottom. GWBU down another 24. 8-day collapse back to bottom. NPWZ down 20 on profit taking after last couple days over double. BIOF down 15. Also back to fall bottom. GEVO down 11 on financing news. 2-day fall so far covering the upgap earlier this month. AONE, ABAT down 8. BWEN down 6. JASO, AMRS down 3. LSCG down 1.
Wednesday, June 27, 2012
STUFF
Global oil prod reached 91mb/d in May. Consumption ~90M. Hence the pump prices.
ACFN subsid US Seismic Systems has fiberoptic sensor for oil/NG exploration and reservoir mgmt. Much greater sensitivity than geophones.
Cupertino completed 20MW solar PV project in Calif for PG&E.
MIT all C - C nanotubes and C60 (buckyballs) - solar cell harnessing IR light. IR region ~40% of sun energy. Possible combo with si-based PV that could make use of almost entire spectrum. Eni (Italy) supporting research along with NSF and DOD.
Survey of health of birds across Canada showed nearly half in decline. Indirect link to climate change.
Martha's Vineyard fishers group agreed to settle fed lawsuit and drop opposition to Cape Wind project.
DOE upped price tag and slowed construction on Hanaford nuke waste/treatment project.
SanFran looking to curb use of plastic water bottles.
Japan utility shareholders voted to stick with nuke power.
Questions around UK FIT could be holding back millions of dollars for small-scale hydro investments: Brit Hydro Ass.
NJ Gov expected to sign legislation to increase solar E utilities must buy. 2.05% in '14. <.05% now. Assembly vote 68-4. NJ biggest US sol mart in Q1: 174MW, 34% of US installs in Q1. "It's about saving the jobs we've created in this industry." State's RPS says utilities must get 20.4% of power from renewable/clean E by mid-'21 with 2,518GWh from solar. Why do they go with 2.05%. 20.4%, mid-'21, 2,518GWh?! Round it out, jeeze leweeze. And their sol requirement will be 4.1% by '28.
Global oil consumption up .7% in '11. Reached all-time high 88.03Mb/d: Worldwatch Inst. In '10, consumption up 3.3% after 1.3% decline in '09.
TX comp started up new facility to recycle waste tires into biofuel.
GE Aviation talking about using Great Plains camelina oil as biofuel feedstock for jetfuel.
UK researchers investigating biological electrical "switches" in cyanobacteria that could lead to better biofuels prod from solar.
Euro Biofuels Tech Platform study: globally, bio-CCS could remove 10B tons CO2 from atmos every year by '50 using available sustainable biomass. Equiv to 1/3 of all current global E-related emissions.
Master Limited Partnerships bill for renewable/clean E intro'd in Senate by Coons.
Net zero E living 3 or more decades shy of affordable: Pike Research. But sector revs expected to be $700B by '20, $1.3T by '35.
S Korea 1st major Asian customer to halt Iran oil imports. EU embargo starts July 1. Iran spokester: "it will have negative effect on nuke program talks". No progress made in Moscow.
Rockwool (RKWBF) announced insulation factory in Memphis. Made from stone and recycled materials. Better fire protection. Lots of competition.
ACFN subsid US Seismic Systems has fiberoptic sensor for oil/NG exploration and reservoir mgmt. Much greater sensitivity than geophones.
Cupertino completed 20MW solar PV project in Calif for PG&E.
MIT all C - C nanotubes and C60 (buckyballs) - solar cell harnessing IR light. IR region ~40% of sun energy. Possible combo with si-based PV that could make use of almost entire spectrum. Eni (Italy) supporting research along with NSF and DOD.
Survey of health of birds across Canada showed nearly half in decline. Indirect link to climate change.
Martha's Vineyard fishers group agreed to settle fed lawsuit and drop opposition to Cape Wind project.
DOE upped price tag and slowed construction on Hanaford nuke waste/treatment project.
SanFran looking to curb use of plastic water bottles.
Japan utility shareholders voted to stick with nuke power.
Questions around UK FIT could be holding back millions of dollars for small-scale hydro investments: Brit Hydro Ass.
NJ Gov expected to sign legislation to increase solar E utilities must buy. 2.05% in '14. <.05% now. Assembly vote 68-4. NJ biggest US sol mart in Q1: 174MW, 34% of US installs in Q1. "It's about saving the jobs we've created in this industry." State's RPS says utilities must get 20.4% of power from renewable/clean E by mid-'21 with 2,518GWh from solar. Why do they go with 2.05%. 20.4%, mid-'21, 2,518GWh?! Round it out, jeeze leweeze. And their sol requirement will be 4.1% by '28.
Global oil consumption up .7% in '11. Reached all-time high 88.03Mb/d: Worldwatch Inst. In '10, consumption up 3.3% after 1.3% decline in '09.
TX comp started up new facility to recycle waste tires into biofuel.
GE Aviation talking about using Great Plains camelina oil as biofuel feedstock for jetfuel.
UK researchers investigating biological electrical "switches" in cyanobacteria that could lead to better biofuels prod from solar.
Euro Biofuels Tech Platform study: globally, bio-CCS could remove 10B tons CO2 from atmos every year by '50 using available sustainable biomass. Equiv to 1/3 of all current global E-related emissions.
Master Limited Partnerships bill for renewable/clean E intro'd in Senate by Coons.
Net zero E living 3 or more decades shy of affordable: Pike Research. But sector revs expected to be $700B by '20, $1.3T by '35.
S Korea 1st major Asian customer to halt Iran oil imports. EU embargo starts July 1. Iran spokester: "it will have negative effect on nuke program talks". No progress made in Moscow.
Rockwool (RKWBF) announced insulation factory in Memphis. Made from stone and recycled materials. Better fire protection. Lots of competition.
WEDNESDAY CLOSE
(stock #'s in %)
Market up 92/21/11. Volume almost normal. Indeces getting squeezed between 50-day lines on top and 200-days below. Oil over $80. $80 oil used to be line of recession. I think maybe we should consider $85 the new mark. Or higher. Assad declared war. Obama better suited than Romney to handle alien invasion: poll. I know. Go figure. 1M defense jobs at risk by '14. Well, I bet there's been some padding. GEVO plans $100M cash raise. Drought may rival '80's scorcher that cost $78B (in '80's money, I'm guessing). Big banks may be worth more broken up. Remember when Teddy broke up big oil? I wasn't there either. Read the books, pards. Exxon CEO said global warming "managable".
NGBF up 115 on 35K shs. NPWZ up 84. I told you this morning. WWPW up 77. BOPO up 50. ECTY up 34. CRGE up 27. ECOS, EVSI up 25. VLNC up 20. CPWY, XDSL up 16. AMEL up 12. BWEN up 11. PANL up 9. GTAT up 7. ABAT up 6. ASTI up 5.
ONYX down 83 on 16K shs. VSPC down 36. I think they're gone. LEOM down 26. Fighting. GEVO down 22. ENSL down 20. BLDW down 14. LSCG, SOPW down 11. LSCG found volume. Buy it. AMBT down 9 more. GWBU down 8 more. 15M shs. CABN down 7. AMSC, OOIL down 6. CWET down 5. GSFVF down 4. NENE down 3. Buy it. MXWL down another 1. Buy it.
Market up 92/21/11. Volume almost normal. Indeces getting squeezed between 50-day lines on top and 200-days below. Oil over $80. $80 oil used to be line of recession. I think maybe we should consider $85 the new mark. Or higher. Assad declared war. Obama better suited than Romney to handle alien invasion: poll. I know. Go figure. 1M defense jobs at risk by '14. Well, I bet there's been some padding. GEVO plans $100M cash raise. Drought may rival '80's scorcher that cost $78B (in '80's money, I'm guessing). Big banks may be worth more broken up. Remember when Teddy broke up big oil? I wasn't there either. Read the books, pards. Exxon CEO said global warming "managable".
NGBF up 115 on 35K shs. NPWZ up 84. I told you this morning. WWPW up 77. BOPO up 50. ECTY up 34. CRGE up 27. ECOS, EVSI up 25. VLNC up 20. CPWY, XDSL up 16. AMEL up 12. BWEN up 11. PANL up 9. GTAT up 7. ABAT up 6. ASTI up 5.
ONYX down 83 on 16K shs. VSPC down 36. I think they're gone. LEOM down 26. Fighting. GEVO down 22. ENSL down 20. BLDW down 14. LSCG, SOPW down 11. LSCG found volume. Buy it. AMBT down 9 more. GWBU down 8 more. 15M shs. CABN down 7. AMSC, OOIL down 6. CWET down 5. GSFVF down 4. NENE down 3. Buy it. MXWL down another 1. Buy it.
WEDNESDAY OPEN
(stock #'s in %)
Market up 77/17/9. Volume still a little light. Oil over $80. Durable goods orders topped forecast. Home sales over forecast. Maybe the forecasts are wrong. Stockton bankrupt. Yep, the city.
BOPO up 45 on 15K shs. EVSi up 25 on 2.5K shs. ECTY up 20. May be bottom. But everybody's making EV chargers. VLNC up 15 off bottom. WPRT up 9. 2nd deal with GM for NG engines. Jump over top (200-day) line. XSNX, GWBU up 10. AMEL up 8. FSYS up 6. Looks bottoming. NPWZ up another 7. Taking off. Get on. AVAV up 4 on upgrade, beat on earnings. 4-day surge back to lines. Somebody saw the news coming. AONE up 2. Deal to supply batts for aviation.
JUHL down 20 on 6K shs. GEVO down 16 on financial news. Pushed off 50-day lines. Still getting known. LEOM, LSCG down 6. LEOM a buy there. Sitting on 50-days. LSCG a buy on any pullback. ADES down 2 on news of a clean coal project. NENE, MXWL down 2 more. Keep them both on screen.
Market up 77/17/9. Volume still a little light. Oil over $80. Durable goods orders topped forecast. Home sales over forecast. Maybe the forecasts are wrong. Stockton bankrupt. Yep, the city.
BOPO up 45 on 15K shs. EVSi up 25 on 2.5K shs. ECTY up 20. May be bottom. But everybody's making EV chargers. VLNC up 15 off bottom. WPRT up 9. 2nd deal with GM for NG engines. Jump over top (200-day) line. XSNX, GWBU up 10. AMEL up 8. FSYS up 6. Looks bottoming. NPWZ up another 7. Taking off. Get on. AVAV up 4 on upgrade, beat on earnings. 4-day surge back to lines. Somebody saw the news coming. AONE up 2. Deal to supply batts for aviation.
JUHL down 20 on 6K shs. GEVO down 16 on financial news. Pushed off 50-day lines. Still getting known. LEOM, LSCG down 6. LEOM a buy there. Sitting on 50-days. LSCG a buy on any pullback. ADES down 2 on news of a clean coal project. NENE, MXWL down 2 more. Keep them both on screen.
Tuesday, June 26, 2012
STUFF
Atlantic City 450MW coal power plant to convert to NG over next 4 yrs. 49-yr-old plant, last in state w/out pollution control. Conversion to cost up to $200M. Includes NG pipeline. Could increase power output to 570MW. 2 coal units, 1 oil. Also already putting in 4MW of solar on plant land.
CONSOL Energy extending miner's summer vacations at 2 coal mines.
FERC issued final rule for variable E resource integration.
Fed appeals court upheld EPA emissions rules.
Army Corps approved permit for Keystone pipeline leg through TX.
NJ Senate banned treatment or storage of fracking waste. Bill goes to Christie.
MD man found guilty in 1 hour on all 42 counts of selling millions of dollars worth of fake renewable E credits. Stupid is as stupid duz.
American Bird Conservancy sueing fed govt, saying it suppressed info about wind E projects' potential impact on wildlife.
Duke E and Progress E accepted fed conditions for merger - they won't wield excessive influence over Carolinas power marts. Which is operative word? Excessive? Or won't?
Conoco Phillips, BP and a chem comp to build $125 C capture project in TX to treat flue gases from coal-fired cement plant and turn them into market chems. $28M in fed grants. Online in '14.
Brazil, Chile, Mexico expected to have added >3.7GW of wind power from '10 thru end of this year.
LDK Solar (China) reported net loss of $185M in FQ1 v. $135M profit year ago. Sales $200M v. $766. Lowered FY12 outlook.
China - world's biggest wind farm builder - set for 1st yr of slower windpower growth in almost a decade. Plans flounder for offshore (it's very expensive until the super turbines are available, I think).
NH 1st state to recognize renewable heating in its RPS.
Renewable E in Germany (a rime line, huh?) reducing power prices (up to 18% so far this year). But has left country with E market whose design no longer works: a utility spokesperson. Renewables have zero margin costs. Um, free energy once it's built. But, heck, there's maintenance. And repair. And replacement. And management. And payoff. Yahvohl.
Soladigm (Calif) raised $55M to bring their nanotech electrochromic windows to mart. The glass reduces E use/costs by limiting amount of sunlight and heat that traverses thru. Mississippi plant planned. $40M loan from state. Online later this year. Sage Electrochromics (MN plant, French-owned) also plans to start shipping theirs in Jan.
Toshiba plans 100MW of solar PV plants in Fukushima region. Online by '14. Japan expecting up to 4.7GW of solar installs in 2H12.
New study says world oil production could grow 20% by '20. Could prompt plunge or even collapse in prices. I can think of worse things.
Petrobras, KL Energy completed 1st phase of joint dev agreement. Cellulosic eth produced from sugarcane bagasse in SD plant has been shipped to Brazil. Also recorded 1st cell eth RIN credits issued by EPA.
Brazil National Dev Bank loaning Kenya $80M to assist mech of ag and $150M for roads to redux Nairobi congestion. Kenya prez seeks $2B credit line for ag, infra and E. Let's get that S. Sudan oil to the coast, A chaps? Let alone the new oil being tapped in Kenya.
An India institute dev'd tannery waste biodiesel tech.
Brazil's ETH Bioenergia investing $484M this year to expand prod of sugarcane eth. Adding cane plantings. Able now to process 35M tons of cane/y. By '14, cap of 40M, prod of 3B liters of eth.
CONSOL Energy extending miner's summer vacations at 2 coal mines.
FERC issued final rule for variable E resource integration.
Fed appeals court upheld EPA emissions rules.
Army Corps approved permit for Keystone pipeline leg through TX.
NJ Senate banned treatment or storage of fracking waste. Bill goes to Christie.
MD man found guilty in 1 hour on all 42 counts of selling millions of dollars worth of fake renewable E credits. Stupid is as stupid duz.
American Bird Conservancy sueing fed govt, saying it suppressed info about wind E projects' potential impact on wildlife.
Duke E and Progress E accepted fed conditions for merger - they won't wield excessive influence over Carolinas power marts. Which is operative word? Excessive? Or won't?
Conoco Phillips, BP and a chem comp to build $125 C capture project in TX to treat flue gases from coal-fired cement plant and turn them into market chems. $28M in fed grants. Online in '14.
Brazil, Chile, Mexico expected to have added >3.7GW of wind power from '10 thru end of this year.
LDK Solar (China) reported net loss of $185M in FQ1 v. $135M profit year ago. Sales $200M v. $766. Lowered FY12 outlook.
China - world's biggest wind farm builder - set for 1st yr of slower windpower growth in almost a decade. Plans flounder for offshore (it's very expensive until the super turbines are available, I think).
NH 1st state to recognize renewable heating in its RPS.
Renewable E in Germany (a rime line, huh?) reducing power prices (up to 18% so far this year). But has left country with E market whose design no longer works: a utility spokesperson. Renewables have zero margin costs. Um, free energy once it's built. But, heck, there's maintenance. And repair. And replacement. And management. And payoff. Yahvohl.
Soladigm (Calif) raised $55M to bring their nanotech electrochromic windows to mart. The glass reduces E use/costs by limiting amount of sunlight and heat that traverses thru. Mississippi plant planned. $40M loan from state. Online later this year. Sage Electrochromics (MN plant, French-owned) also plans to start shipping theirs in Jan.
Toshiba plans 100MW of solar PV plants in Fukushima region. Online by '14. Japan expecting up to 4.7GW of solar installs in 2H12.
New study says world oil production could grow 20% by '20. Could prompt plunge or even collapse in prices. I can think of worse things.
Petrobras, KL Energy completed 1st phase of joint dev agreement. Cellulosic eth produced from sugarcane bagasse in SD plant has been shipped to Brazil. Also recorded 1st cell eth RIN credits issued by EPA.
Brazil National Dev Bank loaning Kenya $80M to assist mech of ag and $150M for roads to redux Nairobi congestion. Kenya prez seeks $2B credit line for ag, infra and E. Let's get that S. Sudan oil to the coast, A chaps? Let alone the new oil being tapped in Kenya.
An India institute dev'd tannery waste biodiesel tech.
Brazil's ETH Bioenergia investing $484M this year to expand prod of sugarcane eth. Adding cane plantings. Able now to process 35M tons of cane/y. By '14, cap of 40M, prod of 3B liters of eth.
TUESDAY OPEN
(stock #'s in %)
Market down 40/2/2. Volume a little light. Oil under $79.
CSGH up 35 on 1K shs. WWPW up 22. Bottoming for 3 months. NGLPF up 18. AMPD up 16 in rebound. GEVO up 7. Back to top (200-day) line. Day 5 of jump. AMRS up another 2.
ECOS down 30. LEOM down 18. NEXS down 16. GWBU down another 15. Lost hundreds of millions of val in now 6 days. If they're for real, there should be some kind of bounce. ECTY down 8, new low. NTCXF down 8 on 5K shs. Back under top line. BWEN, EFOI, TMEN down 4. BWEN back near that bottom. Maybe the wind industry prognosis is killing them too. Though I'm starting to think the tax credit will be renewed. But, it would take at least half a year for it to pick up biz. TMEN hit new low. MXWL down 2 more. Who knows when these guys are going to show up.
Market down 40/2/2. Volume a little light. Oil under $79.
CSGH up 35 on 1K shs. WWPW up 22. Bottoming for 3 months. NGLPF up 18. AMPD up 16 in rebound. GEVO up 7. Back to top (200-day) line. Day 5 of jump. AMRS up another 2.
ECOS down 30. LEOM down 18. NEXS down 16. GWBU down another 15. Lost hundreds of millions of val in now 6 days. If they're for real, there should be some kind of bounce. ECTY down 8, new low. NTCXF down 8 on 5K shs. Back under top line. BWEN, EFOI, TMEN down 4. BWEN back near that bottom. Maybe the wind industry prognosis is killing them too. Though I'm starting to think the tax credit will be renewed. But, it would take at least half a year for it to pick up biz. TMEN hit new low. MXWL down 2 more. Who knows when these guys are going to show up.
Monday, June 25, 2012
MONDAY CLOSE
(stock #'s in %)
Market down 138/56/21. Volume normal. Oil under $79. Moody's cut Spain and Spanish banks. And now Cyprus seaking EU aid.
CPWY up 49. Back to penny and 50-day lines. BOPO up 48. NPWZ up 44, back over all lines. XSNX up 30, over 50-days. QTMM up 29. LEOM up 23 from top line. AMRS, HOKU up 20. AMRS over double since mid-May. SATC up 15 after hitting new low. CERP and OPTT both up 7 off bottoms. ZAAP up 9 off bottom. NTCXF up 5 on news, staying above all lines. AMSC up 4 day 4 of rise over 50's and bottom 200.
NGBF down 52, new low. GWBU down 45, day 5 of plunge back to bottom. AEHI down 25 on 12K. AMBT down 25, fell through all lines. But added to Russell 3K. MKTY down 23 on a few hundred shs. CRCL, WWPW down 18. CRCL new low. WWPW back to bottom. ECOS down 16, almost completely back to where they started the big runup in March. NGLPF down 15. CCGI down 13. SPIR down 12. VECO down 11. Fell thru 3 top lines, but covered gap from April-May. DSTI down 10, back to 50-days. GSFVF down 9, new low. NENE down 2. Ready to mass produce?
Market down 138/56/21. Volume normal. Oil under $79. Moody's cut Spain and Spanish banks. And now Cyprus seaking EU aid.
CPWY up 49. Back to penny and 50-day lines. BOPO up 48. NPWZ up 44, back over all lines. XSNX up 30, over 50-days. QTMM up 29. LEOM up 23 from top line. AMRS, HOKU up 20. AMRS over double since mid-May. SATC up 15 after hitting new low. CERP and OPTT both up 7 off bottoms. ZAAP up 9 off bottom. NTCXF up 5 on news, staying above all lines. AMSC up 4 day 4 of rise over 50's and bottom 200.
NGBF down 52, new low. GWBU down 45, day 5 of plunge back to bottom. AEHI down 25 on 12K. AMBT down 25, fell through all lines. But added to Russell 3K. MKTY down 23 on a few hundred shs. CRCL, WWPW down 18. CRCL new low. WWPW back to bottom. ECOS down 16, almost completely back to where they started the big runup in March. NGLPF down 15. CCGI down 13. SPIR down 12. VECO down 11. Fell thru 3 top lines, but covered gap from April-May. DSTI down 10, back to 50-days. GSFVF down 9, new low. NENE down 2. Ready to mass produce?
STUFF
Debby disrupting GOM drilling and hardly moving east.
Galapagos' last giant tortoise died. "Lonesome George."
Cape Cod has worst air quality, highest asthma rates in Mass. Yet, Cape Wind project still fought.
Hillary flew into Rio to announce up to $2B for clean E projects in Africa.
NH lawmakers passed bill barring state from regional cap and trade system without their approval. Well, sure, they want their money too.
So, what came out of Rio+20? I guess just $2B promised for Africa. By US.
Sea level along much of US east coast rising 3-4 x faster than global avg. Since '90, world oceans up .02 to .04 inches/yr. Cape Hatteras to Boston up .08 to .15. My guess is the Arctic/Greenland melting getting into Atlantic current loop.
Senate to vote on global warming consideration in flood insurance.
Maldives want donations instead of tourism carbon tax.
Experimental solar cells absorb IR light.
Ignoring Obama advice, Supreme Court decided to take up 2 Clean Water Act cases. Justices let ruling for Georgia stand in tri-state water war.
Powder River basin coal leasing program missed out on $30B.
Justice Dept: forcing NRC review could kill Yucca. Really.
EPA: NRDC's nanosilver challenge based on incomplete, speculative analysis. I know, getting pretty esoteric, A?
SanFran Bay tidal power project resurfacing.
Calif officials planning for future without San Onofre nuke.
Big palm oil plans for Amazon.
White House paperwork redux initiative. There's inspiration.
Word of the day: torrefaction. Coal sustainability. Biocoal. Biomass cracking. Pellatized torrefied biomass. Organic materials with coal. Coal plants co-fire limited to 5-10% of other than coal, though 25-50% achieved. Biomass heated to 260-320 celsius up to an hour in no or low oxygen. Lignin, celluloses. Known about in '70's, but, of course, ignored.
Vestas to close Chinese wind turbine plant. Uncertain about growth. Already scrapped UK plant.
Russia getting involved in huge new east Mediterranean NG bonanza through Turkey.
DOI approved 1st utility-scale solar project - 350MW - on American Native land in NV.
Putin welcoming major energy comps to invest in Russian resources.
Egypt new prez wants to get close with Iran and look at Israel pact. Thank you, democracy.
Statoil joined in north Australia shale resource exploration.
Libya oil prod now 70% of pre-war prod, aiming to surpass pre-war with 2mb/d.
China bought 2.22M tons of Iran oil in May.
India issued tax exemptions for Iran oil imports.
Japan approved guarantees on insurance for Iran crude cargoes. And the PM approved nuke restart.
BP highest bidder on 43 leases in GOM to drill in spill area. Auction raised $1.7B.
US crude supplies up 6.4% over last year.
India, China largest oil comps joining forces to explore worldwide.
USGS new global est. for mean undiscovered conventional reserves: 665B bls oil (hm, 1 short), 1,429TCF NG, 16B bls NG liquids.
Chevron subsid abandoned Nigerian NG well damaged in Jan rig collapse.
Lawsuits against govt for "illegally" placing moratorium on GOM drilling after BP spill.
BLM approved Gasco Energy NG drilling in Uinta Basin, UT.
Enbridge reversing flow on 240Kb/d pipeline giving Ontario, Quebec refineries access to lower-cost Canada crude. Lower than Brent.
Hot/dry midwest wx pushing corn prices up.
US demanding Argentina end import licensing and warned Indonesia on theirs.
Researchers say $100B needed for plant science R&D to meet food, fuel targets.
Coast Guard ship completed 1st biofuel voyage on 50/50 diesel, algae oil blend. Navy loaded up 900K gal of blends for Great Green Fleet demo.
Senate passed farm bill with energy title intact.
Saudi Aramco setting up venture cap comp to invest in new drilling techs.
Norway's oil workers shutting down wells over labor dispute.
France enviro minister booted from office after she suspended oil drilling permits around coast of French Guiana. Shell and Total now can drill.
NENE reportedly near ready to start mass producing their see-thru solar cells for windows. You might look at buying some of that stock.
Galapagos' last giant tortoise died. "Lonesome George."
Cape Cod has worst air quality, highest asthma rates in Mass. Yet, Cape Wind project still fought.
Hillary flew into Rio to announce up to $2B for clean E projects in Africa.
NH lawmakers passed bill barring state from regional cap and trade system without their approval. Well, sure, they want their money too.
So, what came out of Rio+20? I guess just $2B promised for Africa. By US.
Sea level along much of US east coast rising 3-4 x faster than global avg. Since '90, world oceans up .02 to .04 inches/yr. Cape Hatteras to Boston up .08 to .15. My guess is the Arctic/Greenland melting getting into Atlantic current loop.
Senate to vote on global warming consideration in flood insurance.
Maldives want donations instead of tourism carbon tax.
Experimental solar cells absorb IR light.
Ignoring Obama advice, Supreme Court decided to take up 2 Clean Water Act cases. Justices let ruling for Georgia stand in tri-state water war.
Powder River basin coal leasing program missed out on $30B.
Justice Dept: forcing NRC review could kill Yucca. Really.
EPA: NRDC's nanosilver challenge based on incomplete, speculative analysis. I know, getting pretty esoteric, A?
SanFran Bay tidal power project resurfacing.
Calif officials planning for future without San Onofre nuke.
Big palm oil plans for Amazon.
White House paperwork redux initiative. There's inspiration.
Word of the day: torrefaction. Coal sustainability. Biocoal. Biomass cracking. Pellatized torrefied biomass. Organic materials with coal. Coal plants co-fire limited to 5-10% of other than coal, though 25-50% achieved. Biomass heated to 260-320 celsius up to an hour in no or low oxygen. Lignin, celluloses. Known about in '70's, but, of course, ignored.
Vestas to close Chinese wind turbine plant. Uncertain about growth. Already scrapped UK plant.
Russia getting involved in huge new east Mediterranean NG bonanza through Turkey.
DOI approved 1st utility-scale solar project - 350MW - on American Native land in NV.
Putin welcoming major energy comps to invest in Russian resources.
Egypt new prez wants to get close with Iran and look at Israel pact. Thank you, democracy.
Statoil joined in north Australia shale resource exploration.
Libya oil prod now 70% of pre-war prod, aiming to surpass pre-war with 2mb/d.
China bought 2.22M tons of Iran oil in May.
India issued tax exemptions for Iran oil imports.
Japan approved guarantees on insurance for Iran crude cargoes. And the PM approved nuke restart.
BP highest bidder on 43 leases in GOM to drill in spill area. Auction raised $1.7B.
US crude supplies up 6.4% over last year.
India, China largest oil comps joining forces to explore worldwide.
USGS new global est. for mean undiscovered conventional reserves: 665B bls oil (hm, 1 short), 1,429TCF NG, 16B bls NG liquids.
Chevron subsid abandoned Nigerian NG well damaged in Jan rig collapse.
Lawsuits against govt for "illegally" placing moratorium on GOM drilling after BP spill.
BLM approved Gasco Energy NG drilling in Uinta Basin, UT.
Enbridge reversing flow on 240Kb/d pipeline giving Ontario, Quebec refineries access to lower-cost Canada crude. Lower than Brent.
Hot/dry midwest wx pushing corn prices up.
US demanding Argentina end import licensing and warned Indonesia on theirs.
Researchers say $100B needed for plant science R&D to meet food, fuel targets.
Coast Guard ship completed 1st biofuel voyage on 50/50 diesel, algae oil blend. Navy loaded up 900K gal of blends for Great Green Fleet demo.
Senate passed farm bill with energy title intact.
Saudi Aramco setting up venture cap comp to invest in new drilling techs.
Norway's oil workers shutting down wells over labor dispute.
France enviro minister booted from office after she suspended oil drilling permits around coast of French Guiana. Shell and Total now can drill.
NENE reportedly near ready to start mass producing their see-thru solar cells for windows. You might look at buying some of that stock.
NOONISH
(stock #'s in %)
It just seems to be getting squirrelly. Is squirrel 1 L
or 2?
AMBT down 18 after getting added to Russell 3000. And why were they added? XSNX is up 47 at .034 cents with .027 ask and .03 bid. GWBU down another 47 on big volume melt down. If that wasn't pump and dump what the hell was. And no 10 percent comebacks today. QTMM up 29. HOKU up 25. BOPO up 18. LEOM, NPWZ up 16. AMRS up 13. Non stoppable. Buy it, what the hell. If it starts back down, sell it. CSUN up 5 more, same story. VECO down 10. VECO's a billion buckos. ASTI down 4, maybe getting into buy territory. NTCXF up 2 on good news. CWET down 20. Do you really think someone is going to build a 3k-foot power tower? BWEN up 2. Solid buy, I think. MXWL down 1 more. Can it go lower? Really?
And I guess that's the do dah.
It just seems to be getting squirrelly. Is squirrel 1 L
or 2?
AMBT down 18 after getting added to Russell 3000. And why were they added? XSNX is up 47 at .034 cents with .027 ask and .03 bid. GWBU down another 47 on big volume melt down. If that wasn't pump and dump what the hell was. And no 10 percent comebacks today. QTMM up 29. HOKU up 25. BOPO up 18. LEOM, NPWZ up 16. AMRS up 13. Non stoppable. Buy it, what the hell. If it starts back down, sell it. CSUN up 5 more, same story. VECO down 10. VECO's a billion buckos. ASTI down 4, maybe getting into buy territory. NTCXF up 2 on good news. CWET down 20. Do you really think someone is going to build a 3k-foot power tower? BWEN up 2. Solid buy, I think. MXWL down 1 more. Can it go lower? Really?
And I guess that's the do dah.
MONDAY OPEN
(stock #'s in %)
Market down 170/52/22. Volume a little light. Oil down under $79. 2-year high in US new homes sales.
AMPD up 36 on 500 shs off the bottom. HOKU, QTMM up 29. XSNX up 17. AMRS up 10. And they keep going up. AETI up 9 on <2K shs. Back to bottom line. BWEN up 4. Day 3.
MKTY down 23 on 100 shs. AMBT, WWPW down 18. AMBT a 2-day tumble back to the lines. CCGI down 13 on <3K shs. Heading down since March. BFRE down 10 on 700. CSGH, CABN down 8. GSFVF down 6, new low. FSLR, JASO, HSOL down 4.
Market down 170/52/22. Volume a little light. Oil down under $79. 2-year high in US new homes sales.
AMPD up 36 on 500 shs off the bottom. HOKU, QTMM up 29. XSNX up 17. AMRS up 10. And they keep going up. AETI up 9 on <2K shs. Back to bottom line. BWEN up 4. Day 3.
MKTY down 23 on 100 shs. AMBT, WWPW down 18. AMBT a 2-day tumble back to the lines. CCGI down 13 on <3K shs. Heading down since March. BFRE down 10 on 700. CSGH, CABN down 8. GSFVF down 6, new low. FSLR, JASO, HSOL down 4.
Sunday, June 24, 2012
GRAPHENE REPORT
MIT scientists have shown nanoporous graphene can filter salt from water at 2-3 orders of magnitude faster than today's best desal tech (reverse osmosis).
NIST, U of MD researchers have shown subjecting graphene to mech strain (suspending it over shallow holes in substrate of Si02) can mimic effects of mag fields and create quantum dot.
U Cal researchers use IR beam to send ripples of electrons along graphene surf. The plasmon oscillations controlled with simple el current.
National U of Singapore investing $11.8M in graphene prod facility for new tech dev. Operational by Oct.
Stony Brook dev'd graphene-based MRI contrast agent potentially safer, cheaper than current gadolinium. Can also improve disease detection. Lead researcher started Theragnostic Techs to commercialize.
New graphene-based film can detect trace amounts of contaminants in water. Graphene sheet deposited with silver nanoparticles, TiO2 on either side.
U of MD research discovered bilayer graphene can make ultra-fast, broad-range photodetectors.
CZ, FR, Can and US researchers ID'd all main criteria to make artificial graphene. High-quality 2D semiconductors to fab new crystal w/ "artificially"-created honeycomb lattice.
Mich State, Shenyong Inst dev'd new method to accurately cut graphene. Atomic force microscope-based nanorobot. In combo w/ current multi-tip tech can cheaply produce graphene-based, large-scale, high effic nanodevices.
U of FL dev'd most effic graph-based solar cell to date. Increased from 1.9% to 8.6%. Single layer of graph on top of si wafer serves as Shottky junction.
U of Buffalo dev'd graph-based anti-corrision coating. Enviro friendly vs. hexavalent chromium (potential carcinogen) coatings now used.
Samsung Inst dev'd new graph-si Shottky barrier that enables graph to swith el current on/off.
Inst of Photonic Sciences (Barcelona) dev'd photodetector using graph and Q dots. 1B x more sensitive to light because of dots.
NIST, U of MD researchers have shown subjecting graphene to mech strain (suspending it over shallow holes in substrate of Si02) can mimic effects of mag fields and create quantum dot.
U Cal researchers use IR beam to send ripples of electrons along graphene surf. The plasmon oscillations controlled with simple el current.
National U of Singapore investing $11.8M in graphene prod facility for new tech dev. Operational by Oct.
Stony Brook dev'd graphene-based MRI contrast agent potentially safer, cheaper than current gadolinium. Can also improve disease detection. Lead researcher started Theragnostic Techs to commercialize.
New graphene-based film can detect trace amounts of contaminants in water. Graphene sheet deposited with silver nanoparticles, TiO2 on either side.
U of MD research discovered bilayer graphene can make ultra-fast, broad-range photodetectors.
CZ, FR, Can and US researchers ID'd all main criteria to make artificial graphene. High-quality 2D semiconductors to fab new crystal w/ "artificially"-created honeycomb lattice.
Mich State, Shenyong Inst dev'd new method to accurately cut graphene. Atomic force microscope-based nanorobot. In combo w/ current multi-tip tech can cheaply produce graphene-based, large-scale, high effic nanodevices.
U of FL dev'd most effic graph-based solar cell to date. Increased from 1.9% to 8.6%. Single layer of graph on top of si wafer serves as Shottky junction.
U of Buffalo dev'd graph-based anti-corrision coating. Enviro friendly vs. hexavalent chromium (potential carcinogen) coatings now used.
Samsung Inst dev'd new graph-si Shottky barrier that enables graph to swith el current on/off.
Inst of Photonic Sciences (Barcelona) dev'd photodetector using graph and Q dots. 1B x more sensitive to light because of dots.
STUFF
Fossil fuel industry benefited past 3 decades from master limited partnerships that exempt investors from some corp income taxes. Clean/renewable energy was specifically left out of MLPs. But that's set to change. And if it does, they will have access to capital at lower cost and more liquidity.
Arch Coal laid off 500 workers.
Cal PUC approved SDG&E $435M substation project. 2 500/230/138KV substations to boost reliability, accomodate delivery of ~1.7GW of new clean E. Modernizing 50-year old station. Construction starts later this year.
US Geothermal subsid USG Nevada brought 8.6MW unit online for NV Energy. Power being sold for 9 cents/KWh with 1% annual escalator. $11M cash grant helped finance.
Campbell Soup completed 9.8MW solar system at Ohio plant. SPWR panels. 15% of plant's power demand. By '20, Campbell aims to reduce power use 35% per ton of product made.
T. Bone Pickens: can't finance wind power unless NG $6 or above. Still wants US's 8M big rigs running on NG. That would decrease >3mb/d of US oil demand. He said Koch Brothers got his plan blocked in Congress. They use NG for fertilizer, chem biz. Says we will get to NG trux in 10 years because of market forces. But can get there 5 years earlier with a little govt help.
Arch Coal laid off 500 workers.
Cal PUC approved SDG&E $435M substation project. 2 500/230/138KV substations to boost reliability, accomodate delivery of ~1.7GW of new clean E. Modernizing 50-year old station. Construction starts later this year.
US Geothermal subsid USG Nevada brought 8.6MW unit online for NV Energy. Power being sold for 9 cents/KWh with 1% annual escalator. $11M cash grant helped finance.
Campbell Soup completed 9.8MW solar system at Ohio plant. SPWR panels. 15% of plant's power demand. By '20, Campbell aims to reduce power use 35% per ton of product made.
T. Bone Pickens: can't finance wind power unless NG $6 or above. Still wants US's 8M big rigs running on NG. That would decrease >3mb/d of US oil demand. He said Koch Brothers got his plan blocked in Congress. They use NG for fertilizer, chem biz. Says we will get to NG trux in 10 years because of market forces. But can get there 5 years earlier with a little govt help.
Saturday, June 23, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 67/33/9. Volume heavy, Naz extremely. Indeces got back to bottom 50-day lines. Oil up over $80.
NGBF up 46 off bottom back to 50-day lines. CWET up 29, back to 50s. ZNNMF up 23, looks like forming double (triple) bottom. Time to check fundamentals and news. I'm pretty sure they make EV's. ECOS, ONYX up 20. ECOS could be double bottoming. CSUN up 19 to bottom 200-day line. Might be a run to grab at any comeback. KNDI up 16, back over all lines. CCGI, GWBU up 10. CCGI off double bottom going back to fall. GWBU was just bounce after implosion. FSLR up 9, at 50-days. CSGH, KIOR up 8. CSGH on the bottom. KIOR back to bottom 50. AMEL, AMSC, AONE, ENZR, GTAT up 7. AMSC in 3-day rise off bottom already over bottom 200. AONE climbing out all month over 50's. Maybe they are not going bankrupt. ENZR up off top line. ELON, EMKR up 6. TSLA up 4. Sedans hitting the road. Over all their lines. Definitely a long-term hold.
AMLM down 30. Bottom. CERP, LEOM, NPWZ down 25. CERP new low. LEOM in day 6 of this latest flight now back to top line. NPWZ still seems in trading range, now closer to bottom of it. CSOL down 23, back to bottom. TRKP down 22, close to bottom. HOKU down 18, still bleeding off the run from the bottom, polysilicon glut to continue for a while. EVSI down 17, pretty bottomy. QTMM down 16. VNDB down 15, pushback by top 200. SLMU, XWES down 11. SLMU looking like 200s will hold. NEXS down 10, haven't found bottom yet. SATC down 9 on huge volume. Probably already bankrupt. Could get volatile. BWEN down 7 on hudjomonous volume. Probably turning up for a steady up-chart? But go figure. I bought OOIL.
Onward and upward pards.
Market up 67/33/9. Volume heavy, Naz extremely. Indeces got back to bottom 50-day lines. Oil up over $80.
NGBF up 46 off bottom back to 50-day lines. CWET up 29, back to 50s. ZNNMF up 23, looks like forming double (triple) bottom. Time to check fundamentals and news. I'm pretty sure they make EV's. ECOS, ONYX up 20. ECOS could be double bottoming. CSUN up 19 to bottom 200-day line. Might be a run to grab at any comeback. KNDI up 16, back over all lines. CCGI, GWBU up 10. CCGI off double bottom going back to fall. GWBU was just bounce after implosion. FSLR up 9, at 50-days. CSGH, KIOR up 8. CSGH on the bottom. KIOR back to bottom 50. AMEL, AMSC, AONE, ENZR, GTAT up 7. AMSC in 3-day rise off bottom already over bottom 200. AONE climbing out all month over 50's. Maybe they are not going bankrupt. ENZR up off top line. ELON, EMKR up 6. TSLA up 4. Sedans hitting the road. Over all their lines. Definitely a long-term hold.
AMLM down 30. Bottom. CERP, LEOM, NPWZ down 25. CERP new low. LEOM in day 6 of this latest flight now back to top line. NPWZ still seems in trading range, now closer to bottom of it. CSOL down 23, back to bottom. TRKP down 22, close to bottom. HOKU down 18, still bleeding off the run from the bottom, polysilicon glut to continue for a while. EVSI down 17, pretty bottomy. QTMM down 16. VNDB down 15, pushback by top 200. SLMU, XWES down 11. SLMU looking like 200s will hold. NEXS down 10, haven't found bottom yet. SATC down 9 on huge volume. Probably already bankrupt. Could get volatile. BWEN down 7 on hudjomonous volume. Probably turning up for a steady up-chart? But go figure. I bought OOIL.
Onward and upward pards.
Friday, June 22, 2012
STUFF
The bigger the wind turbine, the greener the E. Swiss researchers. More power delivered without increase in material needed for construction or fuel needed for transport.
FSLR to supply 61MW of modules for enXco Calif project. Sept start. Yearend online.
House yesterday approved E pack to ease reg borders and growing E prod on fed lands.
Sec. Clinton preparing $2B funding proposal for Africa E.
Study: # of 95F days to 4X in parts of Calif. My bet the desert.
World Bank says will boost low-C E commitments.
Study: sats' more consistant data indicating lower CO2 emission levels from deforestation.
EU had 3% drop in new car CO2 emissions.
Panel: Germany's EV goal needs more gov funding.
Chu: consider C capture as "business driver".
Army Corps: $3-5B needed to prepare US ports for super freighters.
GOM "deadzone" forecast 2B larger than Connecticut.
NH passed bill blocking state participation in low-carbon fuel program.
Charging an I-Pad costs $1.36/yr.
OSHA issued silica exposure alert for fracking workers.
Bright Source won bid - maybe $30M - for 500MW Calif solar plant proposed by bankrupt Solar Trust. Palen Project. Other Solar Trust projects 1GW Blythe (fully permitted, grid connect rights) and 500MW NV project. Bright Source bldg another $2.2B plant in Mojave. Different solar-therm power tower design.
Admin approved 350MW PV solar project on tribal land 30 miles N of Las Vegas.
Vestas scrapped plans to build 1 of Europe's largest offshore wind turbine projects off SE England. Had intended 7MW turb.
Doosan Power Systems in April abandoned $265M plan to dev offshore wind off Scotland citing Euro econ difficulty. Vestas may still install 7MW turb in '14 off Wight.
New PV device harnesses heat radiation that other solar cells ignore. All carbon. MIT. C nanotubes and C60. Buckyballs. Appears stable in air.
FSLR new idea is to compete with diesel. New licensing agreement with Intermolecular.
OOIL tech separates solids from liquids in simple pass without chems. Algae mart, industrial wastewater treatment mart. Total mart $584B. Stock on bottom.
Pacific Eth going with corn oil.
Researchers say $100B needed for plant science R&D to meet food, fuel targets. I bet they're talking world.
Brookhaven researchers found metabolism tweaks to increase lipid prod.
Senate passed farm bill with E title intact.
Sweden gets ~50% of elgen from nukes. 10 reactors. Yesterday explosives found on grounds of their largest. Found by bomb sniffing dogs. Go dogs.
Portugal installed 1st floating offshore wind turb. 2MW. Collab betw Vestas and EDP.
TSLA model S.
FSLR to supply 61MW of modules for enXco Calif project. Sept start. Yearend online.
House yesterday approved E pack to ease reg borders and growing E prod on fed lands.
Sec. Clinton preparing $2B funding proposal for Africa E.
Study: # of 95F days to 4X in parts of Calif. My bet the desert.
World Bank says will boost low-C E commitments.
Study: sats' more consistant data indicating lower CO2 emission levels from deforestation.
EU had 3% drop in new car CO2 emissions.
Panel: Germany's EV goal needs more gov funding.
Chu: consider C capture as "business driver".
Army Corps: $3-5B needed to prepare US ports for super freighters.
GOM "deadzone" forecast 2B larger than Connecticut.
NH passed bill blocking state participation in low-carbon fuel program.
Charging an I-Pad costs $1.36/yr.
OSHA issued silica exposure alert for fracking workers.
Bright Source won bid - maybe $30M - for 500MW Calif solar plant proposed by bankrupt Solar Trust. Palen Project. Other Solar Trust projects 1GW Blythe (fully permitted, grid connect rights) and 500MW NV project. Bright Source bldg another $2.2B plant in Mojave. Different solar-therm power tower design.
Admin approved 350MW PV solar project on tribal land 30 miles N of Las Vegas.
Vestas scrapped plans to build 1 of Europe's largest offshore wind turbine projects off SE England. Had intended 7MW turb.
Doosan Power Systems in April abandoned $265M plan to dev offshore wind off Scotland citing Euro econ difficulty. Vestas may still install 7MW turb in '14 off Wight.
New PV device harnesses heat radiation that other solar cells ignore. All carbon. MIT. C nanotubes and C60. Buckyballs. Appears stable in air.
FSLR new idea is to compete with diesel. New licensing agreement with Intermolecular.
OOIL tech separates solids from liquids in simple pass without chems. Algae mart, industrial wastewater treatment mart. Total mart $584B. Stock on bottom.
Pacific Eth going with corn oil.
Researchers say $100B needed for plant science R&D to meet food, fuel targets. I bet they're talking world.
Brookhaven researchers found metabolism tweaks to increase lipid prod.
Senate passed farm bill with E title intact.
Sweden gets ~50% of elgen from nukes. 10 reactors. Yesterday explosives found on grounds of their largest. Found by bomb sniffing dogs. Go dogs.
Portugal installed 1st floating offshore wind turb. 2MW. Collab betw Vestas and EDP.
TSLA model S.
FRIDAY OPEN
(stock #'s in %)
Market up 38/9/2. Volume light. Oil around $79.
Spain going to need $78B more for banks.
ZNNMF up 17. Bounce back from 4-day plunge. ONYX up 16, off bottom. GWBU up 13 in bounce from yesterday's implosion. CSUN up 12 more. Near double now in June off double bottom. FSLR up 8. LA County gave go ahead on solar plant. Back to 50-day lines. AMRS up 6. Over 50-days. CSIQ up 5. MXWL up 2.
BWEN down 3.
Market up 38/9/2. Volume light. Oil around $79.
Spain going to need $78B more for banks.
ZNNMF up 17. Bounce back from 4-day plunge. ONYX up 16, off bottom. GWBU up 13 in bounce from yesterday's implosion. CSUN up 12 more. Near double now in June off double bottom. FSLR up 8. LA County gave go ahead on solar plant. Back to 50-day lines. AMRS up 6. Over 50-days. CSIQ up 5. MXWL up 2.
BWEN down 3.
STUFF
Air conditioning runs on HCFC-22 and, in newer units, 410a. Both have global warming effects ~2K times CO2.
Study: obesity has climate change factor. More E needed to cool, nourish and transport all that fat.
51 countries, 86 biz execs and investors pledged to measure wealth by health of natural resources. Spearheaded by World Bank. "Green accounting."
Comps planning major solar plants in Spain without subsidies.
French prez vows to push for stronger world enviro agency.
Aruba plans to elim fossil fuel use.
3M growing product lines around E efficiency.
UK will force large comps to report emissions.
Scotland agency says climate change affecting plants.
Study: climate change threatening Antarctica penguins.
Supreme Court ruled (6-3) jury should decide criminal fines in case about NG distribution comp illegally storing mercury at Rhode Island facility.
Fed govt falling far short of projected savings on property disposal.
House Appropriations likely to OK fund shift to bail out NOAA.
Hydropower 65% of elgen in Latin Am. 153GW at end of '10.
Chinese polysilicon makers pressing China to impose duties on US imports.
Uruguay boosted their wind power target to 1GW by '15.
Valero idled Neb ethanol plant. 110M gal/y. Shrinking margins.
US Office of Naval Research awarded $2M for research to model biofuel performance.
Cargill to expand Netherlands ethanol prod 100M gal/y.
Study: obesity has climate change factor. More E needed to cool, nourish and transport all that fat.
51 countries, 86 biz execs and investors pledged to measure wealth by health of natural resources. Spearheaded by World Bank. "Green accounting."
Comps planning major solar plants in Spain without subsidies.
French prez vows to push for stronger world enviro agency.
Aruba plans to elim fossil fuel use.
3M growing product lines around E efficiency.
UK will force large comps to report emissions.
Scotland agency says climate change affecting plants.
Study: climate change threatening Antarctica penguins.
Supreme Court ruled (6-3) jury should decide criminal fines in case about NG distribution comp illegally storing mercury at Rhode Island facility.
Fed govt falling far short of projected savings on property disposal.
House Appropriations likely to OK fund shift to bail out NOAA.
Hydropower 65% of elgen in Latin Am. 153GW at end of '10.
Chinese polysilicon makers pressing China to impose duties on US imports.
Uruguay boosted their wind power target to 1GW by '15.
Valero idled Neb ethanol plant. 110M gal/y. Shrinking margins.
US Office of Naval Research awarded $2M for research to model biofuel performance.
Cargill to expand Netherlands ethanol prod 100M gal/y.
Thursday, June 21, 2012
TRADING
GWBU imploding. Already had 3 spots to make 10% in minutes or less. It may be over. Looking like a typical pump and dump today. They even had a news item this morn. Good hunting.
THURSDAY OPEN
(stock #'s in %)
Market down 27/17/5. Volume a little light. Oil down near $80.
Philly area manufacturing down.
Leading indicators up .3%.
Moody's bank downgrades on tap today.
BLDW up 71 on a couple thous shs. BOPO up 25 off the bottom on 20K. BWEN up 20 off its bottom - double bottom - on contract news. I'm calling it a buy on comeback. AMEL up 11.
NGLPF down 32 on 9K. AMPD down 26 on 2.5K. XSNX down 18. PSPW down 10. Pushed off 200-day lines back to 50's after doubling since May. 6K shs. ZNNMF down 7. Hard 4-day fall down to bottom (200) line. MXWL down 1.
Market down 27/17/5. Volume a little light. Oil down near $80.
Philly area manufacturing down.
Leading indicators up .3%.
Moody's bank downgrades on tap today.
BLDW up 71 on a couple thous shs. BOPO up 25 off the bottom on 20K. BWEN up 20 off its bottom - double bottom - on contract news. I'm calling it a buy on comeback. AMEL up 11.
NGLPF down 32 on 9K. AMPD down 26 on 2.5K. XSNX down 18. PSPW down 10. Pushed off 200-day lines back to 50's after doubling since May. 6K shs. ZNNMF down 7. Hard 4-day fall down to bottom (200) line. MXWL down 1.
Wednesday, June 20, 2012
WHENSDAY CLOSE
(stock #'s in %)
Market flat and mixed. Volume around normal. Oil down under $82. Used to be over $80 was recessionary.
Fed expects unemployment at 8-8.2% at yearend. Up from 7.8% they thought a couple months ago. They expect GDP at 1.9-2.4%, down from 2.9% thought before. They extended Twist by $267B. Swaps short-term bonds for longer term. Pushes interest rates lower for mortgages and biz. And they can't do any more than that. Huh.
GEVO up 30. Already explained. Buy on any pullback. CRGE up 25. Maybe bottom. Chart wise. NPWZ up 20. Huh. AMTX up 18. CSGH also up 18. VNDB up 17. CSUN up 11. Looks like they're breaking out. OOIL up 10. I would buy CSUN and OOIL just on charts. AONE, URRE up 9. URRE back to 50 days. TSLA up 5. Unveiling sedan. AMSC up 4. Superconductivity. Hello. MXWL flat.
CBWP down 29 on 1K shs. QTMM down 16. ZNNMF down 16 too. AMEL, CABN, ZAAP down 12. SATC, CRCL down 11. SATC mentioned in "stuff". LEOM down 10. DSTI down 8. NEXS down 7. AMLM down 6.
Market flat and mixed. Volume around normal. Oil down under $82. Used to be over $80 was recessionary.
Fed expects unemployment at 8-8.2% at yearend. Up from 7.8% they thought a couple months ago. They expect GDP at 1.9-2.4%, down from 2.9% thought before. They extended Twist by $267B. Swaps short-term bonds for longer term. Pushes interest rates lower for mortgages and biz. And they can't do any more than that. Huh.
GEVO up 30. Already explained. Buy on any pullback. CRGE up 25. Maybe bottom. Chart wise. NPWZ up 20. Huh. AMTX up 18. CSGH also up 18. VNDB up 17. CSUN up 11. Looks like they're breaking out. OOIL up 10. I would buy CSUN and OOIL just on charts. AONE, URRE up 9. URRE back to 50 days. TSLA up 5. Unveiling sedan. AMSC up 4. Superconductivity. Hello. MXWL flat.
CBWP down 29 on 1K shs. QTMM down 16. ZNNMF down 16 too. AMEL, CABN, ZAAP down 12. SATC, CRCL down 11. SATC mentioned in "stuff". LEOM down 10. DSTI down 8. NEXS down 7. AMLM down 6.
STUFF
"The private sector's doing fine." I think I know what he was thinking. His private sector buddies are doing fine making tens of millions per year while he's making what, $400K? And his job is ten times tougher. And the private sector financial institutions that brought on the crisis of '08 were bailed out by the public sector. So, yeah, they're doing just fine. Not even any charges brought.
World Bank says Nepal's swift streams could supply 83GW! of hydropower with cheap, enviro-friendly "run of river" microhydro. 1 built in '01 cost $29K, gens 26KW, serves >1K folks. Nepal's Investment Board hoping recent hydro dev plan will attract up to $6B investment.
White House threatening veto of GOP's "Domestic Energy and Jobs Act" on House floor today. Senate rejected bid to kill EPA mercury rule for power plants.
US Mayors group pledging big GHG redux effort.
Appeals court OK's Calif's cap and trade program.
A key House Repub expressed support for extending wind tax credit.
Honda planning to recycle rare earths in auto batts.
GEVO signed agreement for cellulosic biomass dev in Malaysia - intent to site isobutanol plant projected online early '16.
Malay also planning biodiesel plant that will use used cooking oil feedstock.
5 of 6 MN ethanol plants ran in red last Q from fuel demand drop and expiration of VEETC tax credit.
Edeniq got $3.9M grant from Cal E Commiss to help dev their corn-based cellulosic ethanol tech.
RAND says US military can't reduce biofuels price, should exit dev.
Incbio (Portugal) got contract for biodiesel unit for Norways' N3Pharma that will use fish oil feedstock.
NRC: fracking causes fewer earthquakes than conventional extraction.
Solar inverter comps undergoing shakeout. PWER, SATC, AEIS, ENPH and others, including Siemens and Schneider. PWER, AEIS should survive. SATC looks on the way to bankruptcy. ENPH not looking well financially, but growing. Has "emerging tech". Will probably have to raise more money or be bought.
World Bank says Nepal's swift streams could supply 83GW! of hydropower with cheap, enviro-friendly "run of river" microhydro. 1 built in '01 cost $29K, gens 26KW, serves >1K folks. Nepal's Investment Board hoping recent hydro dev plan will attract up to $6B investment.
White House threatening veto of GOP's "Domestic Energy and Jobs Act" on House floor today. Senate rejected bid to kill EPA mercury rule for power plants.
US Mayors group pledging big GHG redux effort.
Appeals court OK's Calif's cap and trade program.
A key House Repub expressed support for extending wind tax credit.
Honda planning to recycle rare earths in auto batts.
GEVO signed agreement for cellulosic biomass dev in Malaysia - intent to site isobutanol plant projected online early '16.
Malay also planning biodiesel plant that will use used cooking oil feedstock.
5 of 6 MN ethanol plants ran in red last Q from fuel demand drop and expiration of VEETC tax credit.
Edeniq got $3.9M grant from Cal E Commiss to help dev their corn-based cellulosic ethanol tech.
RAND says US military can't reduce biofuels price, should exit dev.
Incbio (Portugal) got contract for biodiesel unit for Norways' N3Pharma that will use fish oil feedstock.
NRC: fracking causes fewer earthquakes than conventional extraction.
Solar inverter comps undergoing shakeout. PWER, SATC, AEIS, ENPH and others, including Siemens and Schneider. PWER, AEIS should survive. SATC looks on the way to bankruptcy. ENPH not looking well financially, but growing. Has "emerging tech". Will probably have to raise more money or be bought.
WEDNESDAY OPEN
(stock #'s in %)
Market flat. Volume very light (normal for Fed day). Fed likely to expand twist. Oil down under $83.
GEVO up 29. Won court case. Volume heavy. Went above all lines at open, now below the 200-day lines, above 50-day lines. AMLM up 20. VNDB up 17. VLNC up 11 on contract news. Up off bottom. TMEN up 10, back above 50's. AONE up 9. Keeps on going up. I don't get it. On verge of bankruptcy, it's reported.
NFEC down 17, under 3 lines. LEOM down 16. Was up to 60 cents at open, now 40. I think it comes back more before a steady climb. ZAAP down 14. Bottoming for a month. BFRE down 12. Back near Jan bottom after tripling in Feb. AMEL down 11. Bottom.
Market flat. Volume very light (normal for Fed day). Fed likely to expand twist. Oil down under $83.
GEVO up 29. Won court case. Volume heavy. Went above all lines at open, now below the 200-day lines, above 50-day lines. AMLM up 20. VNDB up 17. VLNC up 11 on contract news. Up off bottom. TMEN up 10, back above 50's. AONE up 9. Keeps on going up. I don't get it. On verge of bankruptcy, it's reported.
NFEC down 17, under 3 lines. LEOM down 16. Was up to 60 cents at open, now 40. I think it comes back more before a steady climb. ZAAP down 14. Bottoming for a month. BFRE down 12. Back near Jan bottom after tripling in Feb. AMEL down 11. Bottom.
Tuesday, June 19, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 95/34/13. Volume normal (strong for a Fed Tuesday). Oil $84. UK insurer stopped cover on munitions ship to Syria. Turned back to Russia. Asia millionaires count passed N Am's. Job openings decreased most in almost 4 yrs. I hope the Fed says something good manyana. Just as a regular person I hope that. Let alone unemployed. Broke. Homeless. Or war zoned. Come on guys. Start releasing the money to the lower "classes" and newly free. Let alone clean energy. Elliot wave: NG to rise another 25% by Aug. Job openings decreasing most in almost 4 yrs. G, could that be politics? Child killed by gun every 3 hrs in USA. Just sayin.
CGYV up 106 on 3.3K shs. China Energy Recovery. Crazy chart. Maybe even China has their scammers. NGLPF up 31. Nevada Geothermal. Had a news release this morning on financials I think. HUGE volume. A jump out of constant downs. LEOM up 26. Mentioned last few days. Looks uppy to me. Leo Motors. EV's and E storage tech. Volume pickup the story. CABN up 23 on story. Jump off bottom to over 50-day lines with big volume. NFEC up 19. Same as reported at open. Volume showed up. (CLNT fell back). LYSDY up 17. I don't know what they do but they went over 50-day lines. Volume above avg. ASTI, JUHL up 16. ASTI closed at top line on big volume. The IPhones solar charger dealio. Juhl Wind maybe ready to go up too. AMEL up 14. American Lithium. AMEL may be turning back up. No news of late. ZAAP up 12. EV maker. Scooters, cycles, cars to come. Looking like turning the bottom to up. CLNE up 10. T Bone Pickins. What doesn't he know about stock prices? A peek over bottom (200-day) line. Heavier volume. GEVO up 7. GEVO/Malay collab on cellulosic isobutanol for SE Asia in news.
BLDW down 30. AMTX down 23. BOPO down 20. CSGH down 15. NEXS down 13. PTOS down 12. LEXG down 11.
And those are just the double or triple digit players today. Join the game, dudes.
Market up 95/34/13. Volume normal (strong for a Fed Tuesday). Oil $84. UK insurer stopped cover on munitions ship to Syria. Turned back to Russia. Asia millionaires count passed N Am's. Job openings decreased most in almost 4 yrs. I hope the Fed says something good manyana. Just as a regular person I hope that. Let alone unemployed. Broke. Homeless. Or war zoned. Come on guys. Start releasing the money to the lower "classes" and newly free. Let alone clean energy. Elliot wave: NG to rise another 25% by Aug. Job openings decreasing most in almost 4 yrs. G, could that be politics? Child killed by gun every 3 hrs in USA. Just sayin.
CGYV up 106 on 3.3K shs. China Energy Recovery. Crazy chart. Maybe even China has their scammers. NGLPF up 31. Nevada Geothermal. Had a news release this morning on financials I think. HUGE volume. A jump out of constant downs. LEOM up 26. Mentioned last few days. Looks uppy to me. Leo Motors. EV's and E storage tech. Volume pickup the story. CABN up 23 on story. Jump off bottom to over 50-day lines with big volume. NFEC up 19. Same as reported at open. Volume showed up. (CLNT fell back). LYSDY up 17. I don't know what they do but they went over 50-day lines. Volume above avg. ASTI, JUHL up 16. ASTI closed at top line on big volume. The IPhones solar charger dealio. Juhl Wind maybe ready to go up too. AMEL up 14. American Lithium. AMEL may be turning back up. No news of late. ZAAP up 12. EV maker. Scooters, cycles, cars to come. Looking like turning the bottom to up. CLNE up 10. T Bone Pickins. What doesn't he know about stock prices? A peek over bottom (200-day) line. Heavier volume. GEVO up 7. GEVO/Malay collab on cellulosic isobutanol for SE Asia in news.
BLDW down 30. AMTX down 23. BOPO down 20. CSGH down 15. NEXS down 13. PTOS down 12. LEXG down 11.
And those are just the double or triple digit players today. Join the game, dudes.
STUFF
CSIQ bought up 122MW of utility-scale solar projects in US.
DOE awarded US subsid of Soitec Solar (France) $25M to support new manufacturing plant in San Diego. 200MW/y capac. World's largest concentrated PV modules factory. $150M total investment. Construction started, 1st phase completion 4Q12. Soitec CPV 30% efficient.
Sun Ed completed 20MW solar farm in San Antonio. CPS Energy - largest US muni-owned utility - to buy the power.
$20M, 3MW solar project underway by Las Vegas Sanitary Sewer Enterprise Fund. Online yearend. Will gen ~20% of power for Water Pollution Control Facility. City also replacing street lights with LEDs, 42 of 52K lights by yearend. Also retrofitting bldgs for E effic. Past 4 yrs, they've cut city's E demand 20%. Aiming for net zero in 10 yrs. Other area towns, county doing same.
SDE (Israel) planning sea wave energy plants along Ecuador coast and Galapagos. Ecuador willing to finance 60%. SDE tech brings in power @ 2-6 cents/kwh.
Malaysians protesting Australian-owned rare earths refinery. Plant set to clear final govt hurdle.
Study: alt fuels won't solve military E probs because they're likely to remain more expensive than fossil fuels.
DOE announced new $40M funding availability for military, av biofuels. Lignocellulosic and algal feedstocks desired. New techs. Pilot and demo-scale projects for mil specs JP-5 (Navy), JP-8 (AF) or F-76 (diesel).
Air Canada flew their 1st biofuels-powered flight using recycled cooking oil. 40% lower emissions.
NRC: flawed computer model, generator designs led to San Onofre reactor leak.
GE unveiled new C capture tech.
USDA providing funding for voluntary pollution redux for Mississippi River.
Japan govt sat on data about Fukushima radiation spread.
Global Wind E Council forecasts total global wind power capac to be just under 500GW by end of '16 with annual global mart then ~60GW. Wave of new turbine design, model announcements revealing trend for longer blades, lower wind speed range, plus big offshore coming.
DOD tapped FL's Premier Solar PV School to train - at govt cost - unemployed vets.
1st install of Kingsbury pivoted shoe thrust bearing in 1912 at 108MW hydro facil in PA. Recent inspection showed it could go another 1,300 yrs. Became standard for large rotating equip since intro and designated 23rd Intl Historical Engineering Landmark by ASME.
UK, S Korea teaming on ocean E tech project to focus on wave and tidal E. Follow-on to RenewableUK and Korean Wind E Ass agreement earlier this year.
CLEAN - Clean Local E Accessible Now - programs adopted in 14 states for planned deploy of 1.2GW solar rooftop or comm projects. 17 operational programs.
Brazil topped 26 Latin Am, Carib countries for best clean E opportunities: Multilateral Investment Fund of Inter Am Dev Bank and Bloomberg New E Finance. 30 indicators to measure ability to attract capital.
Butamax added 4 ethanol plants interested in biobutanol prod. Now 7 plants with eth prod capac of ~500M gal/yr. All designed, built by Fagen (6B gal capac built around world). Butamax now collaborating with Fagen for retrofits.
Myriant (Mass) closed on 1st bio-based chems loan under USDA's Biz and Industry Loan Guaranty program. Will finance advanced industrial scale-up. 1Q13 start target. $25M private bond placement to build bio-succinic acid plant in Louisiana. Drop-in replacement for crude-based succinic acid. Non-food feedstock. 30M lbs/y. Planning 140M lb expansion. Global succinic acid mart ~ $7.5B/y.
"End fossil fuel subsidies" emerging as Rio+20 theme. Also "best practices" for biofuels.
Turkey turning to Libya from Iran for oil. Received temp waiver from US sanctions along with India, Malay, S Af, S Kor, Sri Lanka, Taiwan. China, Singapore didn't get waivers. Turk signed 1M ton oil supply deal with Libya. In last decade, Turk imported 93% of the oil and 98% of the NG they used. They're planning 23 nuke plants by '23. But their 1st is being built near major fault line. I can't understand why the industry has to keep doing that. It's really pretty insane.
US shale gas boom will create 2.4M new jobs by '35. 1.5M by '15. 1M were added in '10. $3.2T cumulative investment '10-'35. $332B added to GDP by '35.
DOE awarded US subsid of Soitec Solar (France) $25M to support new manufacturing plant in San Diego. 200MW/y capac. World's largest concentrated PV modules factory. $150M total investment. Construction started, 1st phase completion 4Q12. Soitec CPV 30% efficient.
Sun Ed completed 20MW solar farm in San Antonio. CPS Energy - largest US muni-owned utility - to buy the power.
$20M, 3MW solar project underway by Las Vegas Sanitary Sewer Enterprise Fund. Online yearend. Will gen ~20% of power for Water Pollution Control Facility. City also replacing street lights with LEDs, 42 of 52K lights by yearend. Also retrofitting bldgs for E effic. Past 4 yrs, they've cut city's E demand 20%. Aiming for net zero in 10 yrs. Other area towns, county doing same.
SDE (Israel) planning sea wave energy plants along Ecuador coast and Galapagos. Ecuador willing to finance 60%. SDE tech brings in power @ 2-6 cents/kwh.
Malaysians protesting Australian-owned rare earths refinery. Plant set to clear final govt hurdle.
Study: alt fuels won't solve military E probs because they're likely to remain more expensive than fossil fuels.
DOE announced new $40M funding availability for military, av biofuels. Lignocellulosic and algal feedstocks desired. New techs. Pilot and demo-scale projects for mil specs JP-5 (Navy), JP-8 (AF) or F-76 (diesel).
Air Canada flew their 1st biofuels-powered flight using recycled cooking oil. 40% lower emissions.
NRC: flawed computer model, generator designs led to San Onofre reactor leak.
GE unveiled new C capture tech.
USDA providing funding for voluntary pollution redux for Mississippi River.
Japan govt sat on data about Fukushima radiation spread.
Global Wind E Council forecasts total global wind power capac to be just under 500GW by end of '16 with annual global mart then ~60GW. Wave of new turbine design, model announcements revealing trend for longer blades, lower wind speed range, plus big offshore coming.
DOD tapped FL's Premier Solar PV School to train - at govt cost - unemployed vets.
1st install of Kingsbury pivoted shoe thrust bearing in 1912 at 108MW hydro facil in PA. Recent inspection showed it could go another 1,300 yrs. Became standard for large rotating equip since intro and designated 23rd Intl Historical Engineering Landmark by ASME.
UK, S Korea teaming on ocean E tech project to focus on wave and tidal E. Follow-on to RenewableUK and Korean Wind E Ass agreement earlier this year.
CLEAN - Clean Local E Accessible Now - programs adopted in 14 states for planned deploy of 1.2GW solar rooftop or comm projects. 17 operational programs.
Brazil topped 26 Latin Am, Carib countries for best clean E opportunities: Multilateral Investment Fund of Inter Am Dev Bank and Bloomberg New E Finance. 30 indicators to measure ability to attract capital.
Butamax added 4 ethanol plants interested in biobutanol prod. Now 7 plants with eth prod capac of ~500M gal/yr. All designed, built by Fagen (6B gal capac built around world). Butamax now collaborating with Fagen for retrofits.
Myriant (Mass) closed on 1st bio-based chems loan under USDA's Biz and Industry Loan Guaranty program. Will finance advanced industrial scale-up. 1Q13 start target. $25M private bond placement to build bio-succinic acid plant in Louisiana. Drop-in replacement for crude-based succinic acid. Non-food feedstock. 30M lbs/y. Planning 140M lb expansion. Global succinic acid mart ~ $7.5B/y.
"End fossil fuel subsidies" emerging as Rio+20 theme. Also "best practices" for biofuels.
Turkey turning to Libya from Iran for oil. Received temp waiver from US sanctions along with India, Malay, S Af, S Kor, Sri Lanka, Taiwan. China, Singapore didn't get waivers. Turk signed 1M ton oil supply deal with Libya. In last decade, Turk imported 93% of the oil and 98% of the NG they used. They're planning 23 nuke plants by '23. But their 1st is being built near major fault line. I can't understand why the industry has to keep doing that. It's really pretty insane.
US shale gas boom will create 2.4M new jobs by '35. 1.5M by '15. 1M were added in '10. $3.2T cumulative investment '10-'35. $332B added to GDP by '35.
TUESDAY OPEN
(stock #'s in %)
Market up 110/31/12. All indeces above 50-day lines. Volume normal. Oil up to $84. Fed meeting today and tomorrow. New stimulus rumors. Housing starts down 4.8% in May. Median household net worth, excluding home equity, fell 25% '05-'10. The private sector's doing fine.
CABN up 25 on a news item. NPWZ up 25. NFEC up 24. Off bottom liine back up to top lines. ASTI up 20. Got 50K unit order for IPhone chargers from Asia distributor. Back above top line. AMEL, LYSDY up 14. Mentioned AMEL yesterday. LYSDY above 50-days. XSNX up 12. CLNT, AMRS up 10. CLNE up 8, back to bottom (200) line. LEOM, WPRT up 7. WPRT back to top (200) lines. LSCG up 6. FSLR up 5 more. MXWL up 2 more.
NEXS down 13. PTOS down 12. AMTX, EVSI down 9. APWR down 7. HOKU, SLMU, PPRW down 6. EFOI down 4. DSTI down 3.
Market up 110/31/12. All indeces above 50-day lines. Volume normal. Oil up to $84. Fed meeting today and tomorrow. New stimulus rumors. Housing starts down 4.8% in May. Median household net worth, excluding home equity, fell 25% '05-'10. The private sector's doing fine.
CABN up 25 on a news item. NPWZ up 25. NFEC up 24. Off bottom liine back up to top lines. ASTI up 20. Got 50K unit order for IPhone chargers from Asia distributor. Back above top line. AMEL, LYSDY up 14. Mentioned AMEL yesterday. LYSDY above 50-days. XSNX up 12. CLNT, AMRS up 10. CLNE up 8, back to bottom (200) line. LEOM, WPRT up 7. WPRT back to top (200) lines. LSCG up 6. FSLR up 5 more. MXWL up 2 more.
NEXS down 13. PTOS down 12. AMTX, EVSI down 9. APWR down 7. HOKU, SLMU, PPRW down 6. EFOI down 4. DSTI down 3.
Monday, June 18, 2012
MONDAY CLOSE
(stock #'s in %)
Market flat and mixed. Dow down 25. Naz up 22. Volume about normal. Oil back down to $83.
Russia now to send their marines - and helicopters - to Syria. How are we to see that? They totally destroyed Afghanistan peace. Tho no peace in Syria today. If US would have moved in, Russia wouldn't have. And now that they will, US won't. What's Russia's national interest in Syria? A naval base. What's US's? Humanity. Iran containment.
Taliban to ban polio vaccines until drone strikes stop. What the hell drives people to do that to children? Well, maybe constant war and now drones. But, clearly, they still use children as shields. And only know war. Since the USSR invaded.
Yahoo headline: millionaire parents say kids unfit to inherit. Well, WHO'S fault is THAT?!
TX hailstorms may cost $2B.
And a border collie herded tigers in S Africa. There are no tigers in S Africa. Must be a scam hedline. Anybody knows no living thing can herd cats.
BHWX up 26. Up over 50-day lines. A pullout from the dive? Strong volume. ENSL up 25. Looks bottoming out. Pretty cheap at half a cent. The private sector's doing fine. LEOM only up 18 after the morning. Warm up, THEN stretch. A big pullback off day's high. Might want to buy early morn some shares. Fasten seatbelts, A? At least volume was in hundreds of K's. Previously owned. AMRS up 20. What the hay. Crossed over 50's. Looking long term buy. Like tomorrow on any comeback. Biofuels, man. DSTI up 17. OK. It's just DSTI on 90K shs. No revs, no profits, no news. BOPO up 13 on 13K. Not making a call. AONE up 12 while probably going bankrupt. Or is that a crap trap? Is this the election battle baby? A DOE loan comp. New breakthrough so it's said. But revs and profits is reality. NPWZ up 11. ABAT up 6. I think it's a buy. Long term. MXWL up 2. I did say at open that it was a buy. Not a big buy. Only 4%. Today.
ECOS down 25. Nearing bottom again. TRKP down 23. AMLM down 22. VNDB down 21. CPWY down 16. AMEL, OOIL, VSPC down 13. Might keep eye on AMEL. ZAAP down 12. SLMU down 11. MGLT, WWPW down 10.
Market flat and mixed. Dow down 25. Naz up 22. Volume about normal. Oil back down to $83.
Russia now to send their marines - and helicopters - to Syria. How are we to see that? They totally destroyed Afghanistan peace. Tho no peace in Syria today. If US would have moved in, Russia wouldn't have. And now that they will, US won't. What's Russia's national interest in Syria? A naval base. What's US's? Humanity. Iran containment.
Taliban to ban polio vaccines until drone strikes stop. What the hell drives people to do that to children? Well, maybe constant war and now drones. But, clearly, they still use children as shields. And only know war. Since the USSR invaded.
Yahoo headline: millionaire parents say kids unfit to inherit. Well, WHO'S fault is THAT?!
TX hailstorms may cost $2B.
And a border collie herded tigers in S Africa. There are no tigers in S Africa. Must be a scam hedline. Anybody knows no living thing can herd cats.
BHWX up 26. Up over 50-day lines. A pullout from the dive? Strong volume. ENSL up 25. Looks bottoming out. Pretty cheap at half a cent. The private sector's doing fine. LEOM only up 18 after the morning. Warm up, THEN stretch. A big pullback off day's high. Might want to buy early morn some shares. Fasten seatbelts, A? At least volume was in hundreds of K's. Previously owned. AMRS up 20. What the hay. Crossed over 50's. Looking long term buy. Like tomorrow on any comeback. Biofuels, man. DSTI up 17. OK. It's just DSTI on 90K shs. No revs, no profits, no news. BOPO up 13 on 13K. Not making a call. AONE up 12 while probably going bankrupt. Or is that a crap trap? Is this the election battle baby? A DOE loan comp. New breakthrough so it's said. But revs and profits is reality. NPWZ up 11. ABAT up 6. I think it's a buy. Long term. MXWL up 2. I did say at open that it was a buy. Not a big buy. Only 4%. Today.
ECOS down 25. Nearing bottom again. TRKP down 23. AMLM down 22. VNDB down 21. CPWY down 16. AMEL, OOIL, VSPC down 13. Might keep eye on AMEL. ZAAP down 12. SLMU down 11. MGLT, WWPW down 10.
STUFF
NENE and NREL announced improvement in manufacturing technique that should lead to higher speed, lower costs, greater durability for see-through solar window tech. Still how far away from revs?
OPEC kept future crude prod at current 30mb/d at least week's meet, with attempts to reduce 1.6mb/d excess prod. Leaves Sauds to decide whether to influence prices or not by adjusting output. The rest are at full prod to maintain state budgets. Iran, Iraq forming alliance w/in OPEC.
Japan ordered restart of 2 reactors - the 1st back online. They also approved FIT for clean E that could expand revs >$30B by '16. Utilities to pay $.53/kwh for solar elgen - 2x Germany's, 3x China's. Wind tariff $.27 v. Germany's 6. Est. clean E capac will increase to 22GW by 2Q13, up from 19.5GW now. 2GW for solar. Also predict solar capac to jump to 19GW by '16 from ~5GW now. Wind capac may reach 7.6GW.
EPA predicted compliance with new soot standards could cost as little as $3M. Anticipated benefits $88M/y. Fully in force by '20.
Denmark, China to sign green tech trade agreement.
Regulator: design flaws led to San Onofre nuke plant problems. Standardize next-gen nukes. Get it together.
India's Jammu and Kashmir committed to adding 8GW of hydro in next decade.
Insurers refusing to cover import of basic goods, even food, into Greece. Gotta feel for our Greek neighbors and friends.
IEA thinks global oil prod running ~2mb/d above demand in current Q.
Iraq, Jordan to discuss proposed NG pipeline next month.
Kinder Morgan $215M pipeline now in service to carry up to 300kb/d Eagle Ford shale oil to Gulf coast.
Apache announced "best unconventional NG reservoir in N Am" in Neast BC. Enough gas to match Canada's entire current output for almost a decade.
2 Exxon shalegas wells in Poland failed to yield profitable enough flows. Search ended.
Scot govt turned down 30-turbine wind farm in Highlands.
S Sudan anticipating funding from Japan comp for oil pipeline to E Africa coast.
Total said workers have returned to oil rig that leaked NG into N Sea off Scotland.
EPA gave final approval to move forward with sale of E15 blends.
EPA being sued jointly by Am Fuel/Petrochem Mnfctrs and Western States Petrol Ass over cellulosic blending mandates. EPA had denied waiver for '11. Why can't we just figure this stuff out and work together?
Piedmont Biofuels to open NC enzymatic biodiesel refinery. Working with 3-yr $1.2M DOE grant. Partnered with Novozymes (Denmark).
Ohio State U got $5.7M ARPA-E grant for sorghum, guayale research for biofuels.
China's Shengquan Group finalized $100M investment in Novozymes, preparing to supply Chinese plant with enzymes tech. Be careful, Novozymes. Remember AMSC. Will use corncob xylose to make furfural which gets developed into resin for foundry industry.
Argentina to challenge Spain at WTO over biodiesel law.
Exxon signed deal to help Rosneft develop huge Siberian shale reserves. Bazhenov 80x Bakken.
Japan will provide insurance to Iranian tankers bringing oil to Japan when EU sanctions take effect. Up to $7.6B/tanker. Well, countries do what they need to do, I guess. Some ally.
OPEC kept future crude prod at current 30mb/d at least week's meet, with attempts to reduce 1.6mb/d excess prod. Leaves Sauds to decide whether to influence prices or not by adjusting output. The rest are at full prod to maintain state budgets. Iran, Iraq forming alliance w/in OPEC.
Japan ordered restart of 2 reactors - the 1st back online. They also approved FIT for clean E that could expand revs >$30B by '16. Utilities to pay $.53/kwh for solar elgen - 2x Germany's, 3x China's. Wind tariff $.27 v. Germany's 6. Est. clean E capac will increase to 22GW by 2Q13, up from 19.5GW now. 2GW for solar. Also predict solar capac to jump to 19GW by '16 from ~5GW now. Wind capac may reach 7.6GW.
EPA predicted compliance with new soot standards could cost as little as $3M. Anticipated benefits $88M/y. Fully in force by '20.
Denmark, China to sign green tech trade agreement.
Regulator: design flaws led to San Onofre nuke plant problems. Standardize next-gen nukes. Get it together.
India's Jammu and Kashmir committed to adding 8GW of hydro in next decade.
Insurers refusing to cover import of basic goods, even food, into Greece. Gotta feel for our Greek neighbors and friends.
IEA thinks global oil prod running ~2mb/d above demand in current Q.
Iraq, Jordan to discuss proposed NG pipeline next month.
Kinder Morgan $215M pipeline now in service to carry up to 300kb/d Eagle Ford shale oil to Gulf coast.
Apache announced "best unconventional NG reservoir in N Am" in Neast BC. Enough gas to match Canada's entire current output for almost a decade.
2 Exxon shalegas wells in Poland failed to yield profitable enough flows. Search ended.
Scot govt turned down 30-turbine wind farm in Highlands.
S Sudan anticipating funding from Japan comp for oil pipeline to E Africa coast.
Total said workers have returned to oil rig that leaked NG into N Sea off Scotland.
EPA gave final approval to move forward with sale of E15 blends.
EPA being sued jointly by Am Fuel/Petrochem Mnfctrs and Western States Petrol Ass over cellulosic blending mandates. EPA had denied waiver for '11. Why can't we just figure this stuff out and work together?
Piedmont Biofuels to open NC enzymatic biodiesel refinery. Working with 3-yr $1.2M DOE grant. Partnered with Novozymes (Denmark).
Ohio State U got $5.7M ARPA-E grant for sorghum, guayale research for biofuels.
China's Shengquan Group finalized $100M investment in Novozymes, preparing to supply Chinese plant with enzymes tech. Be careful, Novozymes. Remember AMSC. Will use corncob xylose to make furfural which gets developed into resin for foundry industry.
Argentina to challenge Spain at WTO over biodiesel law.
Exxon signed deal to help Rosneft develop huge Siberian shale reserves. Bazhenov 80x Bakken.
Japan will provide insurance to Iranian tankers bringing oil to Japan when EU sanctions take effect. Up to $7.6B/tanker. Well, countries do what they need to do, I guess. Some ally.
MONDAY OPEN
(stock #'s in %)
Market up 3/16/2. Indeces at 50-day lines. Volume a little light. Oil down near $83. Greek election supposedly positive. Spain bond yields still headed up. Morgan Stanley: $2T dollar shortage.
LEOM up 78 more on heavy volume. No news seen. New high. 2-day triple. MKTY up 37. BOPO up 36. DSTI up 26 more. Out of 50-day lines, nearing bottom 200. Up 50% in last week. ZNNMF up 14. Back above all lines. ENOC up 12. A jump over 50-days. NPWZ up 11. AONE up 10. Word on street is they are headed for bankruptcy. NENE up 8 on R&D news. ASTI up 7. Went over bottom 200-day. QTWW up 5 on financial news. Steady, slow rise. Solars up more except CSUN down 5. TSLA up 4.
EVSI down 17. SPIR down 14 on 2K shs. ZAAP down 12. OOIL down 8. ALTI down 7. MXWl down 2. Buying opportunity. CERP down 2, hit new low.
Market up 3/16/2. Indeces at 50-day lines. Volume a little light. Oil down near $83. Greek election supposedly positive. Spain bond yields still headed up. Morgan Stanley: $2T dollar shortage.
LEOM up 78 more on heavy volume. No news seen. New high. 2-day triple. MKTY up 37. BOPO up 36. DSTI up 26 more. Out of 50-day lines, nearing bottom 200. Up 50% in last week. ZNNMF up 14. Back above all lines. ENOC up 12. A jump over 50-days. NPWZ up 11. AONE up 10. Word on street is they are headed for bankruptcy. NENE up 8 on R&D news. ASTI up 7. Went over bottom 200-day. QTWW up 5 on financial news. Steady, slow rise. Solars up more except CSUN down 5. TSLA up 4.
EVSI down 17. SPIR down 14 on 2K shs. ZAAP down 12. OOIL down 8. ALTI down 7. MXWl down 2. Buying opportunity. CERP down 2, hit new low.
Sunday, June 17, 2012
STUFF
Euro govts are, on average, 49% of their GDPs. Last I think I saw, US govt is 22-4%.
So far this fiscal year, US budget deficit $844B, less than last year.
Every few years, ASCE issues infrastructure report card. We've gotten a D since '88. '98 report gave school infra an F. Est. 5-yr, $2.2T investment need to get back to speed (on all). Solid waste doing best with C+. Bridges got C. D minuses: wastewater, roads, levees (tho New Orleans finished), inland waterways and drinking water. That last one concerns the heck out of me. I don't own a filter for my tap yet.
D's: aviation, dams, hazardous waste, schools, transit. Backroom G20 decision to unleash $50T worldwide for infra. Where will that money come from?
Chavez built their 1st drone of 3 in partnership with Iran, Russia and China. Designed for surveillance. No arms, so it's reported. 60-mile range, so reported. Just cheaper aircraft with pilots on ground. That's all. But shows who's working with whom, A? And if that's what they're reporting or we're finding out, what do they really have?
Renewable E 89% of elgen in Brazil in '11. 6% increase in hydro, 24% increase in wind, decrease in sugarcane biomass. Global avg 20%. But. IEA says Brazil at 44% in '11 and global avg 13%. No clue the source of the 89/20% figs. When in doubt, take the conservative route.
Mutual funds with almost $12T in assets - 35% invested in US - failing to acknowledge financial relevance of climate change. The ostrich money.
National Modern Energy - Chinese biomass power plant comp - and Sun Investment bought Saab and plan to turn it into EV comp.
Consumers Energy building 101MW wind farm in Mich. Vestas turbines. Online in Oct.
Lord & Taylor buying 100% wind power for 7 NJ retail stores from Green Mountain E.
Gamesa halted 60MW Shaffer Mtn. PA wind farm. Locals fought 6 years to preserve the pristine site and Fish & Wildlife held it up over critters' concerns. Gamesa cited govt subsidies uncertainty. Property owner loses.
So far this fiscal year, US budget deficit $844B, less than last year.
Every few years, ASCE issues infrastructure report card. We've gotten a D since '88. '98 report gave school infra an F. Est. 5-yr, $2.2T investment need to get back to speed (on all). Solid waste doing best with C+. Bridges got C. D minuses: wastewater, roads, levees (tho New Orleans finished), inland waterways and drinking water. That last one concerns the heck out of me. I don't own a filter for my tap yet.
D's: aviation, dams, hazardous waste, schools, transit. Backroom G20 decision to unleash $50T worldwide for infra. Where will that money come from?
Chavez built their 1st drone of 3 in partnership with Iran, Russia and China. Designed for surveillance. No arms, so it's reported. 60-mile range, so reported. Just cheaper aircraft with pilots on ground. That's all. But shows who's working with whom, A? And if that's what they're reporting or we're finding out, what do they really have?
Renewable E 89% of elgen in Brazil in '11. 6% increase in hydro, 24% increase in wind, decrease in sugarcane biomass. Global avg 20%. But. IEA says Brazil at 44% in '11 and global avg 13%. No clue the source of the 89/20% figs. When in doubt, take the conservative route.
Mutual funds with almost $12T in assets - 35% invested in US - failing to acknowledge financial relevance of climate change. The ostrich money.
National Modern Energy - Chinese biomass power plant comp - and Sun Investment bought Saab and plan to turn it into EV comp.
Consumers Energy building 101MW wind farm in Mich. Vestas turbines. Online in Oct.
Lord & Taylor buying 100% wind power for 7 NJ retail stores from Green Mountain E.
Gamesa halted 60MW Shaffer Mtn. PA wind farm. Locals fought 6 years to preserve the pristine site and Fish & Wildlife held it up over critters' concerns. Gamesa cited govt subsidies uncertainty. Property owner loses.
Saturday, June 16, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 115/36/15. Volume very heavy. Oil up near $85.
CPWY up 66. CBWP up 41. PTOS up 33. AMLM up 30. EVSI, VSPC up 29. LEXG, NPWZ up 25. HSOL up 24, heavy volume, over 50-day lines. TMEN up 23, day 3 of rise over 50-days from double bottom. LEOM up 22, heavy volume, back above all lines. SLMU up 17, 4-day rise over top line. BHWX up 16. APWR up 12. DYMTF up 11. AXPW, ZAAP up 10. AXPW double bottom. JASO, DSTI, ELON up 9. AXAS up 8 on huge volume. MXWL up 7. Time to buy. CSIQ, CSUN up 6. CLNE up 2 after getting downgraded.
CERP down 15. CREG down 13. SATC, EFOI down 10. SATC on bottom. BWEN down 7, new low, heavy volume. ECOS down 6 also heavy volume, coming back to March bottom. AONE down 5.
Market up 115/36/15. Volume very heavy. Oil up near $85.
CPWY up 66. CBWP up 41. PTOS up 33. AMLM up 30. EVSI, VSPC up 29. LEXG, NPWZ up 25. HSOL up 24, heavy volume, over 50-day lines. TMEN up 23, day 3 of rise over 50-days from double bottom. LEOM up 22, heavy volume, back above all lines. SLMU up 17, 4-day rise over top line. BHWX up 16. APWR up 12. DYMTF up 11. AXPW, ZAAP up 10. AXPW double bottom. JASO, DSTI, ELON up 9. AXAS up 8 on huge volume. MXWL up 7. Time to buy. CSIQ, CSUN up 6. CLNE up 2 after getting downgraded.
CERP down 15. CREG down 13. SATC, EFOI down 10. SATC on bottom. BWEN down 7, new low, heavy volume. ECOS down 6 also heavy volume, coming back to March bottom. AONE down 5.
Friday, June 15, 2012
STUFF
DOE announced new competition to make solar competitive with fossil fuels. Details to come I'm pretty sure.
Honeywell launched smart grid unit.
Poland continues to oppose future EU C cuts.
Japan: mayor OK's nuke restart and Tokyo plans to urge halt to inefficient light bulb sales.
Afghan warlord threatening Chinese oil explorers.
IEA calling for extra $36T to be invested in clean E by '50.
OPEC chief sees $110 oil (Brent?) as "fair". Now $97.
China hoarding oil at fastest rate since '08. Surplus of 90M bls this year thru May. Constructing 200M bls of storage in 2nd (of 3) stage of strategic reserves plan for 100 days storage. Want 600M bls storage by '20. 6mb/d imports in May, up 10% from April. The lower price. GDP forecast 8.2% growth this year. Down from 9.2% in '11.
Ford to cut E used to make cars 25%.
Shell's Beaufort Sea find est. @ 27B bls. Venezuela plans to double oil output. Canada oil sands. Falklands have ~450M bls. Exxon N Slope dev hundreds of millions of bls. Bakken holds up to 200B bls. Petrobras 100B bls. 1.5T bls of recoverable oil uncovered in last few years. Huh. Could it be because the price came up?
BP: world oil reserves up 8.3% in '11. Exploration rose, record prices made marginal projects viable. Yet supplies will struggle to meet demand from political factors. Reserves 1.65T bls @ end of '11. Up from 1.53T end of '10. World has sufficient reserves to meet CURRENT demand for 54 years. Venezuela now has largest reserves in world: 296B bls.
Enbridge, RES Canada completed 99MW wind farm in Ontario.
Maine town voters voted no to wind farms inside town limits.
SOPW acquired rights to co-dev 68 solar projects in Hawaii. 29MW total. 10MW more optional. Construction on 1st project starts 3Q12. Hawaii RPS 40% clean E by '30. Most aggressive of all states.
93% of biz leaders ID'd sustainability important to comp's future success. They're just looking for ways to make it happen.
Austin to spend up to $15M to install LED lighting on ~1/2 of city's streetlights. Several central TX towns taking similar steps.
New study: ocean acidification could threaten ability of sea creatures off US west coast to protect their shells over next few decades.
EPA soot ruling would reduce soot in atmos ~17%. 12-13 micrograms/cu ft of air. Final rule mid-Dec.
3 groups of investors managing >$20T in assets in NAm, Europe, Australia calling on oil/NG industry to reduce methane emissions.
USGS: wastewater from extracting NG from coal seams may contain a salt at concentrations toxic to aquatic life.
Finalnd, France and Sweden have started on world's 1st permanent nuke waste storage site far underground in Finland.
Interagency disputes holding up China offshore windpower dev.
Fights over intl tech transfer and clean E dev funds coming up at Rio+20 next week.
EC to set tougher CO2 stds for van trucks.
Singapore announced national climate change strategy.
NRC: earthquakes can be caused by injection of drilling waste, C capture/storage and geothermal projects. Fracking hazard is lower.
Admin to review Keystone XL pipeline's route around Sandhills.
Colo judge scrapped license for planned U mill.
BP sued by 50K over chem release into air @ TX refinery.
Coal 30% of global E market - highest level in >40 yrs. China, India use up 9%, Europe up 4%. 3% increase in world C emissions from elgen in '11, lower than '10's.
US ethanol prod up 2%. 39M gal/d. Stocks at 20.7M bls. Daily demand 10% at pumps.
Enterprise, National and Alamo car rentals expanding B20 use in Missouri.
UK energy security envoy called for closer co-op with US on military biofuels while Action Aid urged EU leaders to back down on biofuels targets citing food prices.
Center for jatropha promotion touting castor bean.
Argentina to challenge Spain June 22 at WTO over biodiesel law.
Russia's muke industry a disaster in waiting: no source. Um, Chernobyl.
Total working in Myanmar.
Offshore windpower could make UK a net E exporter by '50. Somebody is saying.
IARC places diesel fumes in same cancer risk as asbestos and arsenic.
Seadrill to add 6 new ships in 2 years to current 4.
1M seconds is 11.6 days. 1B seconds is 31.7 years. Our hearts beat once a second. So. We get 2B to maybe 3B beats in a long-lived life. But what matters is what we do with each one.
Happy fathers day weekend pards.
Honeywell launched smart grid unit.
Poland continues to oppose future EU C cuts.
Japan: mayor OK's nuke restart and Tokyo plans to urge halt to inefficient light bulb sales.
Afghan warlord threatening Chinese oil explorers.
IEA calling for extra $36T to be invested in clean E by '50.
OPEC chief sees $110 oil (Brent?) as "fair". Now $97.
China hoarding oil at fastest rate since '08. Surplus of 90M bls this year thru May. Constructing 200M bls of storage in 2nd (of 3) stage of strategic reserves plan for 100 days storage. Want 600M bls storage by '20. 6mb/d imports in May, up 10% from April. The lower price. GDP forecast 8.2% growth this year. Down from 9.2% in '11.
Ford to cut E used to make cars 25%.
Shell's Beaufort Sea find est. @ 27B bls. Venezuela plans to double oil output. Canada oil sands. Falklands have ~450M bls. Exxon N Slope dev hundreds of millions of bls. Bakken holds up to 200B bls. Petrobras 100B bls. 1.5T bls of recoverable oil uncovered in last few years. Huh. Could it be because the price came up?
BP: world oil reserves up 8.3% in '11. Exploration rose, record prices made marginal projects viable. Yet supplies will struggle to meet demand from political factors. Reserves 1.65T bls @ end of '11. Up from 1.53T end of '10. World has sufficient reserves to meet CURRENT demand for 54 years. Venezuela now has largest reserves in world: 296B bls.
Enbridge, RES Canada completed 99MW wind farm in Ontario.
Maine town voters voted no to wind farms inside town limits.
SOPW acquired rights to co-dev 68 solar projects in Hawaii. 29MW total. 10MW more optional. Construction on 1st project starts 3Q12. Hawaii RPS 40% clean E by '30. Most aggressive of all states.
93% of biz leaders ID'd sustainability important to comp's future success. They're just looking for ways to make it happen.
Austin to spend up to $15M to install LED lighting on ~1/2 of city's streetlights. Several central TX towns taking similar steps.
New study: ocean acidification could threaten ability of sea creatures off US west coast to protect their shells over next few decades.
EPA soot ruling would reduce soot in atmos ~17%. 12-13 micrograms/cu ft of air. Final rule mid-Dec.
3 groups of investors managing >$20T in assets in NAm, Europe, Australia calling on oil/NG industry to reduce methane emissions.
USGS: wastewater from extracting NG from coal seams may contain a salt at concentrations toxic to aquatic life.
Finalnd, France and Sweden have started on world's 1st permanent nuke waste storage site far underground in Finland.
Interagency disputes holding up China offshore windpower dev.
Fights over intl tech transfer and clean E dev funds coming up at Rio+20 next week.
EC to set tougher CO2 stds for van trucks.
Singapore announced national climate change strategy.
NRC: earthquakes can be caused by injection of drilling waste, C capture/storage and geothermal projects. Fracking hazard is lower.
Admin to review Keystone XL pipeline's route around Sandhills.
Colo judge scrapped license for planned U mill.
BP sued by 50K over chem release into air @ TX refinery.
Coal 30% of global E market - highest level in >40 yrs. China, India use up 9%, Europe up 4%. 3% increase in world C emissions from elgen in '11, lower than '10's.
US ethanol prod up 2%. 39M gal/d. Stocks at 20.7M bls. Daily demand 10% at pumps.
Enterprise, National and Alamo car rentals expanding B20 use in Missouri.
UK energy security envoy called for closer co-op with US on military biofuels while Action Aid urged EU leaders to back down on biofuels targets citing food prices.
Center for jatropha promotion touting castor bean.
Argentina to challenge Spain June 22 at WTO over biodiesel law.
Russia's muke industry a disaster in waiting: no source. Um, Chernobyl.
Total working in Myanmar.
Offshore windpower could make UK a net E exporter by '50. Somebody is saying.
IARC places diesel fumes in same cancer risk as asbestos and arsenic.
Seadrill to add 6 new ships in 2 years to current 4.
1M seconds is 11.6 days. 1B seconds is 31.7 years. Our hearts beat once a second. So. We get 2B to maybe 3B beats in a long-lived life. But what matters is what we do with each one.
Happy fathers day weekend pards.
FRIDAY OPEN
(stock %'s in %)
Market up 64/18/7. Volume very heavy - options Friday. Oil up to $84. Central banks warn Euro stress threatens to derail world econ. US factory prod down .4% in May.
LEXG up 23. Bounce off bottom. BHWX up 17. Both lithium miners. DSTI up 14. At 50-day lines. CSUN up 6. CSIQ, HOKU up 4. Solars rallying. FSLR, HSOL up 3. MXWL, LSCG up 2.
NGLPF down 18. Back to bottom. NEXS, CSGH down 9. AONE, NENE down 4.
Market up 64/18/7. Volume very heavy - options Friday. Oil up to $84. Central banks warn Euro stress threatens to derail world econ. US factory prod down .4% in May.
LEXG up 23. Bounce off bottom. BHWX up 17. Both lithium miners. DSTI up 14. At 50-day lines. CSUN up 6. CSIQ, HOKU up 4. Solars rallying. FSLR, HSOL up 3. MXWL, LSCG up 2.
NGLPF down 18. Back to bottom. NEXS, CSGH down 9. AONE, NENE down 4.
Thursday, June 14, 2012
STUFF
Fed appeals court ruled nuke regulators did not fully assess risks from allowing utilites to store spent nuke fuel onsite for decades longer than originally intended.
Duke/Sumitomo completed 1st Kansas windfarm. 131MW.
Oil prices influenced by nationalization of oil around the world supporting budgets.
Abengoa selected to build 200MW solar plant in Cal. $360M. Online 2H13.
Enfinity completed 1.1MW solar install on roof of Macy's NJ distrib center. Enfinity to own the array and sell the el to Macy's. Local utility provided long-term financing. 42nd rooftop install by Macy's.
Cal Dept of Water Resouces to stop buying el from NV Energy coal plant in '13. DWR uses 2-3% of all Cal el demand. Will buy more el from Cal ISO (>50% NG), partner in new NG plant and planning solar farms.
TX offering $5.7M in grants for vehicles using el, NG, H or methanol v. diesel. Comps with at least 75 vehicles and plans to replace at least 20 diesel vehicles can apply.
NY State acting Supreme Court justice ruled Tea Party-backed oil/gas industry party lacked standing to challenge NY's participation in Regional GHG Initiative. Argued it's illegal tax on ratepayers. Judge ruled no "distinct" injury.
Bloomberg plans to provide $100M financing to help NYC bldgs switch to cleaner heating oils to reduce soot 50% next 2 yrs. 10K bldgs. City $5M loss-reserve fund.
Robotic fish can attract living fish to draw away nuisance species or save endangered species.
Public undersanding of climate science rebounding. Extreme weather helping: Brookings.
EPA finalized policy intended to help cash-strapped cities facing expensive enviro mandates for cleaning up sewer overflows.
Good results from new method using low-freq radiowaves instead of steam to siphon fuel from oil sands.
Southern Comp's C capture project $366M over budget.
China raising money and mnfctrg help for clean cookstove alliance.
Duke/Sumitomo completed 1st Kansas windfarm. 131MW.
Oil prices influenced by nationalization of oil around the world supporting budgets.
Abengoa selected to build 200MW solar plant in Cal. $360M. Online 2H13.
Enfinity completed 1.1MW solar install on roof of Macy's NJ distrib center. Enfinity to own the array and sell the el to Macy's. Local utility provided long-term financing. 42nd rooftop install by Macy's.
Cal Dept of Water Resouces to stop buying el from NV Energy coal plant in '13. DWR uses 2-3% of all Cal el demand. Will buy more el from Cal ISO (>50% NG), partner in new NG plant and planning solar farms.
TX offering $5.7M in grants for vehicles using el, NG, H or methanol v. diesel. Comps with at least 75 vehicles and plans to replace at least 20 diesel vehicles can apply.
NY State acting Supreme Court justice ruled Tea Party-backed oil/gas industry party lacked standing to challenge NY's participation in Regional GHG Initiative. Argued it's illegal tax on ratepayers. Judge ruled no "distinct" injury.
Bloomberg plans to provide $100M financing to help NYC bldgs switch to cleaner heating oils to reduce soot 50% next 2 yrs. 10K bldgs. City $5M loss-reserve fund.
Robotic fish can attract living fish to draw away nuisance species or save endangered species.
Public undersanding of climate science rebounding. Extreme weather helping: Brookings.
EPA finalized policy intended to help cash-strapped cities facing expensive enviro mandates for cleaning up sewer overflows.
Good results from new method using low-freq radiowaves instead of steam to siphon fuel from oil sands.
Southern Comp's C capture project $366M over budget.
China raising money and mnfctrg help for clean cookstove alliance.
THURSDAY OPEN
(stock #'s in %)
Market up 83/9/7. Volume very light. Oil under $83 (and Shell across the street still stuck at $3.79). Speculation on more Fed stimulus. Spain rating slashed 3 notches by Moody's. Foreclosures up 1st time in >2 yrs.
CSKH up 21 on 5K shs. JASO up 21 on $100M stock buyback news, up to 50-day lines. ZAAP up 20 on 11K shs. EVSI, MMMW up 10. VNDB up 9, knocking up against 2 lines. QTWW up 7, climbing out over 50-days.
NPWZ down 16 after hitting top of trading range yesterday. CWET, AMEL down 12. CABN down 8. AONE down 4. MXWL down 2, hit a new low.
Market up 83/9/7. Volume very light. Oil under $83 (and Shell across the street still stuck at $3.79). Speculation on more Fed stimulus. Spain rating slashed 3 notches by Moody's. Foreclosures up 1st time in >2 yrs.
CSKH up 21 on 5K shs. JASO up 21 on $100M stock buyback news, up to 50-day lines. ZAAP up 20 on 11K shs. EVSI, MMMW up 10. VNDB up 9, knocking up against 2 lines. QTWW up 7, climbing out over 50-days.
NPWZ down 16 after hitting top of trading range yesterday. CWET, AMEL down 12. CABN down 8. AONE down 4. MXWL down 2, hit a new low.
Wednesday, June 13, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market down 77/24/9. Volume normal. Oil stayed under $83. Trying to figure Europe out. Greeks vote Sunday. Spain, Italy bond yields going up. Fear and loathing.
SLMU up 33. Back to top (50-day) line. 200's held. Like market indeces - 200's holding. CWET up 21. What's the skinny? How likely is their power tower? ALTI, OOIL, SOPW up 13. ALTI working the bottom. OOIL too. SOPW may be working double bottom. Not much volume for any. ENSL up 11. Bottom. ASTI up 8. Back above bottom 200-day. MXWL up 2. Recommend it. And I own some.
VSPC, NGLPF, BOPO down 20. All with bottom issues. AONE down 16. They were lower. The "breakthrough" takes time to market. AMEL, LEXG down 13. Both lithium startups. Down and down all year long. AMLM down 12. Ditto. ZAAP down 11. Back to bottom. An EV comp? Nominal volume. CSOL down 10. HOKU down 8. Bottoms up.
Market down 77/24/9. Volume normal. Oil stayed under $83. Trying to figure Europe out. Greeks vote Sunday. Spain, Italy bond yields going up. Fear and loathing.
SLMU up 33. Back to top (50-day) line. 200's held. Like market indeces - 200's holding. CWET up 21. What's the skinny? How likely is their power tower? ALTI, OOIL, SOPW up 13. ALTI working the bottom. OOIL too. SOPW may be working double bottom. Not much volume for any. ENSL up 11. Bottom. ASTI up 8. Back above bottom 200-day. MXWL up 2. Recommend it. And I own some.
VSPC, NGLPF, BOPO down 20. All with bottom issues. AONE down 16. They were lower. The "breakthrough" takes time to market. AMEL, LEXG down 13. Both lithium startups. Down and down all year long. AMLM down 12. Ditto. ZAAP down 11. Back to bottom. An EV comp? Nominal volume. CSOL down 10. HOKU down 8. Bottoms up.
STUFF
WHO: diesel fumes cause cancer. Same order of magnitude as secondhand smoke.
Climate Central: warming trend in US intensified after '70.
NY gov proposing to limit fracking to counties along PA border and allow it only in communities in favor of it.
USAF top E official: biofuels burn cleaner and cooler in aircraft engines, potentially adding lifespan. (Reducing maintenance costs?)
Polling: Americans prefer climate regs over market-based measures. And Gallup: 57% of Chinese want more investment in environment over economy. (I would guess so with that water and air pollution.)
NOAA ordered investigation of dolphin deaths in TX.
Exxon moving forward on North Slope NG development.
Small leak shut down Mich reactor.
US solar installs 506MW in Q1. Up 85% over '11. GTM Research bumped up '12 projections 15% to 3.3GW. 1.8GW installed in '11. Projected growth flat for '13, 5.3GW for '14, 6.6GW for '15, 8.4GW for '16. Avg module prices $.94/w, down 47% from '11. Total US solar capac 4.4GW.
Solar E Industry Ass: More investment needed in US solar workforce development.
LS9 opened demo 135K liter advanced biofuels plant in FL. Commercial-scale plant planned for '14-'15.
Fed court ordered restraint on GEVO sales pending prelim injunction decision.
UN Global Renewables Status Report '12: clean/renewable E accounted for almost half of est. 208GW new elgen added globally in '11. Biofuels provided 3% of global road trans fuels in '11.
TEPCO signed long-term LNG contract with Qatar. 1M tons/y.
Polyethylene Terephthalate (PET) 1 of most commonly-used plastics in world. Usually derived from oil, creating huge amounts of of non-biodegradable waste. So now Coke, Ford, Heinz, Nike, P&G to work together to develop plant-based plastics. (More demand on land and ag. Maybe they can grow stuff in oceans.)
Climate Central: warming trend in US intensified after '70.
NY gov proposing to limit fracking to counties along PA border and allow it only in communities in favor of it.
USAF top E official: biofuels burn cleaner and cooler in aircraft engines, potentially adding lifespan. (Reducing maintenance costs?)
Polling: Americans prefer climate regs over market-based measures. And Gallup: 57% of Chinese want more investment in environment over economy. (I would guess so with that water and air pollution.)
NOAA ordered investigation of dolphin deaths in TX.
Exxon moving forward on North Slope NG development.
Small leak shut down Mich reactor.
US solar installs 506MW in Q1. Up 85% over '11. GTM Research bumped up '12 projections 15% to 3.3GW. 1.8GW installed in '11. Projected growth flat for '13, 5.3GW for '14, 6.6GW for '15, 8.4GW for '16. Avg module prices $.94/w, down 47% from '11. Total US solar capac 4.4GW.
Solar E Industry Ass: More investment needed in US solar workforce development.
LS9 opened demo 135K liter advanced biofuels plant in FL. Commercial-scale plant planned for '14-'15.
Fed court ordered restraint on GEVO sales pending prelim injunction decision.
UN Global Renewables Status Report '12: clean/renewable E accounted for almost half of est. 208GW new elgen added globally in '11. Biofuels provided 3% of global road trans fuels in '11.
TEPCO signed long-term LNG contract with Qatar. 1M tons/y.
Polyethylene Terephthalate (PET) 1 of most commonly-used plastics in world. Usually derived from oil, creating huge amounts of of non-biodegradable waste. So now Coke, Ford, Heinz, Nike, P&G to work together to develop plant-based plastics. (More demand on land and ag. Maybe they can grow stuff in oceans.)
WEDNESDAY OPEN
(stock #'s in %)
Market up 7/5/1. Volume light. Oil under $83. US retail sales down 2nd month in row in May.
CRGE up 27. AMLM up 14 on 4K shs. SOPW, TMEN up 13. ALTI up 7. ASTI up 6. MXWL up 4. Story yesterday that institutional selling may be over.
AONE down 18. LEXG down 12. FSLR down 7.
Market up 7/5/1. Volume light. Oil under $83. US retail sales down 2nd month in row in May.
CRGE up 27. AMLM up 14 on 4K shs. SOPW, TMEN up 13. ALTI up 7. ASTI up 6. MXWL up 4. Story yesterday that institutional selling may be over.
AONE down 18. LEXG down 12. FSLR down 7.
Tuesday, June 12, 2012
STUFF
U Cal Irvine, Lawrence Berkeley research: rise in temps speeds release of CO2 from soil in forests. Activity increases among microbes that eat topsoil, exhale CO2.
Study has found human activities that produce GHG's have driven warming in upper ocean over past 50 years.
China could be underestimating C output by 20%.
SWest leading US in warming: report.
Oil comps in ND reported >1K accidental releases of oil, drill wastewater or other fluids last year. State regulators acknowledge many more illicit unreported releases.
AONE's breakthrough - new chem could permit creation of simpler, lighter, longer-lasting batt packs that don't require systems to heat or cool.
TX turning to desal to counter drought.
Oil industry groups sueing EPA over cellulosic requirements. I guess we knew that was coming.
Solar provided 10% of Germany's elgen in May. Up 40% yoy from '11. >1M systems now installed. In all of '11, solar 3% of elgen, up 60% from '10. Total deployed now 22GW. 1Q12 deploy >3x yoy - 1.8GW - to beat subsidy cuts. In '11, Germans got ~20% of elgen from clean E.
EIA says US solar power production ~1,800GWh in '11, up 50% from '10. But only systems >1MW and some system operators don't know they have to report. End of '11, US @ 4.45GW installed solar. 1.8GW installed in '11.
NRDC: G20 nations have seen 600% increase in clean E investment since '04. EU highest, then US, then China. Total elgen from wind, solar, geotherm, tidal/wave in '11 in Bkwh: US 112, China 67, Germany 56, India 23, Italy 19, France 16, UK 15, Japan 11, Indonesia 9, Mexico 7. '11 share of elgen from same sources: Germany 11%, Italy 6.2%, Indonesia 5.7%, UK 4.2%, France 2.8%, US 2.7%, Mexico 2.6%, India 2.4%, Australia 2.2%, Turkey 1.9%, China 1.5%, Japan and Canada 1%. Total G20 clean E investment in '11: $160B. China $50B, US $44B, Germany, India $10B, Brazil $8B, Spain $7B, UK, Canada $5B. 1Q12 investment: China $8B, UK $6.6B, India $1.5B, Mexico $1.4B, US, Brazil, Spain $1B.
Bank of America announced new 10-year, $50B enviro biz initiative and new goals to reduce their own enviro impact.
S. IL U research successfully produced biofuel from non-edible part of corn kernel using available commercial tech - fractionation. Separation of bran from cellulose. 1 of biggest challenges of ethanol industry.
Novozyme's CleanStar Project in Mozambique - ethanol stoves and ethanol - can't keep up with demand. 200 sold, 3K on order. Surplus cassova on island converted to ethanol. Competing with $153M/y charcoal market that's doubled in last 3 years.
Study has found human activities that produce GHG's have driven warming in upper ocean over past 50 years.
China could be underestimating C output by 20%.
SWest leading US in warming: report.
Oil comps in ND reported >1K accidental releases of oil, drill wastewater or other fluids last year. State regulators acknowledge many more illicit unreported releases.
AONE's breakthrough - new chem could permit creation of simpler, lighter, longer-lasting batt packs that don't require systems to heat or cool.
TX turning to desal to counter drought.
Oil industry groups sueing EPA over cellulosic requirements. I guess we knew that was coming.
Solar provided 10% of Germany's elgen in May. Up 40% yoy from '11. >1M systems now installed. In all of '11, solar 3% of elgen, up 60% from '10. Total deployed now 22GW. 1Q12 deploy >3x yoy - 1.8GW - to beat subsidy cuts. In '11, Germans got ~20% of elgen from clean E.
EIA says US solar power production ~1,800GWh in '11, up 50% from '10. But only systems >1MW and some system operators don't know they have to report. End of '11, US @ 4.45GW installed solar. 1.8GW installed in '11.
NRDC: G20 nations have seen 600% increase in clean E investment since '04. EU highest, then US, then China. Total elgen from wind, solar, geotherm, tidal/wave in '11 in Bkwh: US 112, China 67, Germany 56, India 23, Italy 19, France 16, UK 15, Japan 11, Indonesia 9, Mexico 7. '11 share of elgen from same sources: Germany 11%, Italy 6.2%, Indonesia 5.7%, UK 4.2%, France 2.8%, US 2.7%, Mexico 2.6%, India 2.4%, Australia 2.2%, Turkey 1.9%, China 1.5%, Japan and Canada 1%. Total G20 clean E investment in '11: $160B. China $50B, US $44B, Germany, India $10B, Brazil $8B, Spain $7B, UK, Canada $5B. 1Q12 investment: China $8B, UK $6.6B, India $1.5B, Mexico $1.4B, US, Brazil, Spain $1B.
Bank of America announced new 10-year, $50B enviro biz initiative and new goals to reduce their own enviro impact.
S. IL U research successfully produced biofuel from non-edible part of corn kernel using available commercial tech - fractionation. Separation of bran from cellulose. 1 of biggest challenges of ethanol industry.
Novozyme's CleanStar Project in Mozambique - ethanol stoves and ethanol - can't keep up with demand. 200 sold, 3K on order. Surplus cassova on island converted to ethanol. Competing with $153M/y charcoal market that's doubled in last 3 years.
TUESDAY CLOSE
(stock #'s in %)
Market up 162/33/15. Volume normal. Oil over $83. Russia sending Syria attack helicopters: Clinton. Well, there you are. That tells you what Russia likes. Still. Even after losing the cold dam war. Child labor persists in India: factory raids. Fed Reserve official supports more stimulus. Investors withdrew from mutual funds in May. Well, hay, pretty evident. Exec pay up 10% in Brit. And on and on and on.
AONE up 54. You know the story by now. Or will. VSPC up 50. I would have doubled in a day if I had taken my money out of MXWL. O well. WWPW up 33. FSLR up 20. Might want to get in on the play. It could come back. In the morning. Or whole day. NPWZ up 20, got back to top end of trading range after I called it a couple days ago. Depends on what you can get for it at the top. And what you can get it for at the bottom. SPIR up 19 on just over 19K shs. A little too serendipitous on the numbers. CCTC up 15 on 3M shs. Major climb up statement. SATC up 15. Maybe bottoming.
CRGE down 31. Double bottom? BOPO down 28. Well, yesterday was insane. CWET down 15. May be or may be not. MMMW, AVRW down 14. Not a clue and wouldn't touch it. TMEN, CSUN down 11. CSUN fighting 50-day lines. TMEN back to the bottom. BIOF down 10. Looking double bottom. AMEL down 7. New low. Are their lithium mines for real? MXWL down 3 and Forbes says the growth funds are all sold out.
Market up 162/33/15. Volume normal. Oil over $83. Russia sending Syria attack helicopters: Clinton. Well, there you are. That tells you what Russia likes. Still. Even after losing the cold dam war. Child labor persists in India: factory raids. Fed Reserve official supports more stimulus. Investors withdrew from mutual funds in May. Well, hay, pretty evident. Exec pay up 10% in Brit. And on and on and on.
AONE up 54. You know the story by now. Or will. VSPC up 50. I would have doubled in a day if I had taken my money out of MXWL. O well. WWPW up 33. FSLR up 20. Might want to get in on the play. It could come back. In the morning. Or whole day. NPWZ up 20, got back to top end of trading range after I called it a couple days ago. Depends on what you can get for it at the top. And what you can get it for at the bottom. SPIR up 19 on just over 19K shs. A little too serendipitous on the numbers. CCTC up 15 on 3M shs. Major climb up statement. SATC up 15. Maybe bottoming.
CRGE down 31. Double bottom? BOPO down 28. Well, yesterday was insane. CWET down 15. May be or may be not. MMMW, AVRW down 14. Not a clue and wouldn't touch it. TMEN, CSUN down 11. CSUN fighting 50-day lines. TMEN back to the bottom. BIOF down 10. Looking double bottom. AMEL down 7. New low. Are their lithium mines for real? MXWL down 3 and Forbes says the growth funds are all sold out.
TUESDAY OPEN
(stock #'s in %)
Market up 39/2/2. Volume very light. Oil under $83.
CCTC up 23. Off top 200-day line to bottom 50-day. SPIR up 20 off bottom on 2,500 shs. AONE up 19. Intro'd breakthrough lith ion batt that performs in extreme temps. Crossed over 50-day lines. AMLM up 15. SATC up 13. FSLR up 9. Ramping up production at German plants. EMKR up 1. Announced commercial rooftop concentrated PV system.
NEXS down 20. AMRS down 4. Awarded $8M DARPA contract. CLNT down 3 on downgrade. MXWL down 3, new low. NENE down 1.
Market up 39/2/2. Volume very light. Oil under $83.
CCTC up 23. Off top 200-day line to bottom 50-day. SPIR up 20 off bottom on 2,500 shs. AONE up 19. Intro'd breakthrough lith ion batt that performs in extreme temps. Crossed over 50-day lines. AMLM up 15. SATC up 13. FSLR up 9. Ramping up production at German plants. EMKR up 1. Announced commercial rooftop concentrated PV system.
NEXS down 20. AMRS down 4. Awarded $8M DARPA contract. CLNT down 3 on downgrade. MXWL down 3, new low. NENE down 1.
Monday, June 11, 2012
EXTRA STUFF
IEA: tech is available to keep global temps from rising >2degreeseC. But "WE'RE NOT USING IT". Maybe that's biblical. Maybe we're not supposed to. Coal use rising around world. NG plants may have to add C capture equip.
House GOP remanding EPA contest for new powerplant standards.
FERC OK'd Duke-Progress merger with conditions.
Talk of OPEC production cut. Meet this coming Thursday. Reportedly 31.75mb/d in May.
Fed researchers testing whether fracking fluids can travel throgh geologic faults to aquifers.
EcowavePower (Israel) installed medium-scale wave E power plant in Black Sea.
JP's oil imports up 20% over year earlier in May to ~3.36mb/d.
Shell signed prelim agreement to supply LNG for heavy trux @ 110 stations across US starting in '13. And Shell selected TransCan to build 435 mile NG pipe from E. BC to BC coast LNG facility.
US House voted to restore clean-coal tech research funding. No dollar figure.
SEC requires net worth >$1M or income >$200K for 2 yrs to be eligible to actively trade hedge funds. Well, that's a club.
House GOP remanding EPA contest for new powerplant standards.
FERC OK'd Duke-Progress merger with conditions.
Talk of OPEC production cut. Meet this coming Thursday. Reportedly 31.75mb/d in May.
Fed researchers testing whether fracking fluids can travel throgh geologic faults to aquifers.
EcowavePower (Israel) installed medium-scale wave E power plant in Black Sea.
JP's oil imports up 20% over year earlier in May to ~3.36mb/d.
Shell signed prelim agreement to supply LNG for heavy trux @ 110 stations across US starting in '13. And Shell selected TransCan to build 435 mile NG pipe from E. BC to BC coast LNG facility.
US House voted to restore clean-coal tech research funding. No dollar figure.
SEC requires net worth >$1M or income >$200K for 2 yrs to be eligible to actively trade hedge funds. Well, that's a club.
MONDAY CLOSE
(stock #'s in %)
Market down 142/48/16. Indeces at or below top 200-day line. Volume a little light. Oil down under $82. $120B from somewhere to Spain didn't impress. And then Greece votes Sunday. And then there's Italy. And then ....
BOPO up 122. Man, you just never know. ENZR up 30. Went through all their lines. Never know why or when. NPWZ up 14. I did call the bottom of trading range. HOKU, CSUN, DSTI up 11. Solars! CSUN crossed over 50-day lines. Them and CSIQ now. DSTI off bottom. SZYM up 8. Out of 3 lines, heading for the top.
VSPC down 62. MMMW down 21. ECOS down 18, under a penny. AMPD down 16. CSGH down 15. XDSL down 14. They and VSPC in triple zeros. I won't even buy them. XSNX down 13 in a big swing on no volume. Kind of doubting if they are going to get to market. NFEC down 11, back to a buck. MKTY down 10. FSYS down 8. GTAT down 7. ASTI, NENE down 6. MXWL down 3. Where's the end of this ride?
Market down 142/48/16. Indeces at or below top 200-day line. Volume a little light. Oil down under $82. $120B from somewhere to Spain didn't impress. And then Greece votes Sunday. And then there's Italy. And then ....
BOPO up 122. Man, you just never know. ENZR up 30. Went through all their lines. Never know why or when. NPWZ up 14. I did call the bottom of trading range. HOKU, CSUN, DSTI up 11. Solars! CSUN crossed over 50-day lines. Them and CSIQ now. DSTI off bottom. SZYM up 8. Out of 3 lines, heading for the top.
VSPC down 62. MMMW down 21. ECOS down 18, under a penny. AMPD down 16. CSGH down 15. XDSL down 14. They and VSPC in triple zeros. I won't even buy them. XSNX down 13 in a big swing on no volume. Kind of doubting if they are going to get to market. NFEC down 11, back to a buck. MKTY down 10. FSYS down 8. GTAT down 7. ASTI, NENE down 6. MXWL down 3. Where's the end of this ride?
STUFF
372 LNG tankers in world. 140 expected orders next 5 yrs. $200M per ship. S. Korea builders got all 13 orders this year thru April.
Grain sorghum ethanol poised to become 1st official advanced biofuel by EPA. It provides starch, sugar and lignocellulose, 4-month grow season, thrives in poor soil. CERE a producer.
Naval Research Lab developing solar cells for use underwater up to 30 feet. Gallium indium phosphide cells to pick up blue-green part of spectrum. Output up to 7w/sm.
Clean World Partners, Atlas Disposal Industries began build of US's largest commercial solid waste-to-E digester in Cal. To use 25 tons of food waste per day. NG from process would fuel 80 school buses through the year. '13 expansion to 100 tons.
NGC Renewables, sub of China comp, considering $96M HQ and wind turbine gearbox plant near Ft. Worth. Also considering Shreveport.
DTE Energy started ops at 213MW wind farm in Mich. GE turbines. Plans for 110MW more at another farm.
E.ON secured $150M financing from BoA in exchange for partial interest in >150MW wind farm in IL. Part of bank's 10-yr, $20B enviro biz commitment.
Australia to go ahead with $446M, 159MW solar project by FSLR and AGL En. Completion end of '15. >$130M Australia grant.
Grain sorghum ethanol poised to become 1st official advanced biofuel by EPA. It provides starch, sugar and lignocellulose, 4-month grow season, thrives in poor soil. CERE a producer.
Naval Research Lab developing solar cells for use underwater up to 30 feet. Gallium indium phosphide cells to pick up blue-green part of spectrum. Output up to 7w/sm.
Clean World Partners, Atlas Disposal Industries began build of US's largest commercial solid waste-to-E digester in Cal. To use 25 tons of food waste per day. NG from process would fuel 80 school buses through the year. '13 expansion to 100 tons.
NGC Renewables, sub of China comp, considering $96M HQ and wind turbine gearbox plant near Ft. Worth. Also considering Shreveport.
DTE Energy started ops at 213MW wind farm in Mich. GE turbines. Plans for 110MW more at another farm.
E.ON secured $150M financing from BoA in exchange for partial interest in >150MW wind farm in IL. Part of bank's 10-yr, $20B enviro biz commitment.
Australia to go ahead with $446M, 159MW solar project by FSLR and AGL En. Completion end of '15. >$130M Australia grant.
MONDAY OPEN
(stock #'s in %)
Market down 38/11/3. Volume very light. Oil steady around $84. You know the news.
BOPO up 40. Recovery from bottom. HOKU up 15. NPWZ up 14. CRGE up 12. AMBT, DYMTF up 11. XSNX up 10. CSOL up 9. BWEN up 5. SATC up 4. MXWL up 1.
VSPC down 53. MMMW down 23. ZAAP down 14. NEXS down 12. ECOS down 9. CLNT down 7. NENE down 6.
Market down 38/11/3. Volume very light. Oil steady around $84. You know the news.
BOPO up 40. Recovery from bottom. HOKU up 15. NPWZ up 14. CRGE up 12. AMBT, DYMTF up 11. XSNX up 10. CSOL up 9. BWEN up 5. SATC up 4. MXWL up 1.
VSPC down 53. MMMW down 23. ZAAP down 14. NEXS down 12. ECOS down 9. CLNT down 7. NENE down 6.
Friday, June 8, 2012
FRIDAY CLOSE
(stock #'s in %)
Market up 93/27/10. Volume very light. Actually used to be normal for Fridays, especially in summer. Oil over $84.
NEXS up 29, looking more like it's bottomed. XSNX up 18. XIDE up 15. Q reported in past couple days. Punched through 50-day lines. TMEN up 11. ACPW up 9, out of 50-days to bottom 200-day. CCGI up 8.
PTOS down 23. HOKU down 15. NPWZ, SATC down 13. NPWZ at bottom of recent trading range, on its bottom (200) line. SATC a new bottom. CWET down 11. ECTY, KIOR down 10, both new bottoms. CABN down 9. CSUN down 7.
Market up 93/27/10. Volume very light. Actually used to be normal for Fridays, especially in summer. Oil over $84.
NEXS up 29, looking more like it's bottomed. XSNX up 18. XIDE up 15. Q reported in past couple days. Punched through 50-day lines. TMEN up 11. ACPW up 9, out of 50-days to bottom 200-day. CCGI up 8.
PTOS down 23. HOKU down 15. NPWZ, SATC down 13. NPWZ at bottom of recent trading range, on its bottom (200) line. SATC a new bottom. CWET down 11. ECTY, KIOR down 10, both new bottoms. CABN down 9. CSUN down 7.
STUFF
GM boosted Volt mileage rating, beating Prius.
Greece's GDP less than Ohio's.
Sauds maintained self-sufficiency in wheat prod for 30 years with irrigation. The water's gone. They'll be relying on imports by '16. In China, no more useful land for domestic food demand. Targeting Argentina, Africa land.
In past 2 years, Mass PV solar installs up >4x from 25MW to 115.
NOAA: warmest US spring on record.
Japan's PM appealing to nation to accept that 2 nukes must restart to protect econ.
Sen. Alexander: even if Yucca were open today we'd still need a 2nd repository very quickly. Considering "consolidation sites". There are 10 sites around US where reactors were torn down and the waste still sits there in concrete/steel casks.
Fed appeals court ruled NRC to conduct fuller enviro review of spent nuke fuel storage sites around country.
Cal's San Onofre nuke will stay shut down this summer.
NE states in cap and trade system - the one Christie is keeping NJ out of - cut CO2 23% in 1st 3 years.
Iran's Kurdistan province planning 1.3GW of hydropower with 5 projects.
Enerkem started production of cellulosic ethanol from waste materials at demo facility in Quebec.
TX researchers looking at switchgrass and use of up to 60M acres of otherwise useless mesquite and redberry juniper for biofuels feedstock.
Intl Air Transport Ass CEO says industry needs govt support to lower biofuels costs. 1,500 commercial flights now using biofuels.
Greece's GDP less than Ohio's.
Sauds maintained self-sufficiency in wheat prod for 30 years with irrigation. The water's gone. They'll be relying on imports by '16. In China, no more useful land for domestic food demand. Targeting Argentina, Africa land.
In past 2 years, Mass PV solar installs up >4x from 25MW to 115.
NOAA: warmest US spring on record.
Japan's PM appealing to nation to accept that 2 nukes must restart to protect econ.
Sen. Alexander: even if Yucca were open today we'd still need a 2nd repository very quickly. Considering "consolidation sites". There are 10 sites around US where reactors were torn down and the waste still sits there in concrete/steel casks.
Fed appeals court ruled NRC to conduct fuller enviro review of spent nuke fuel storage sites around country.
Cal's San Onofre nuke will stay shut down this summer.
NE states in cap and trade system - the one Christie is keeping NJ out of - cut CO2 23% in 1st 3 years.
Iran's Kurdistan province planning 1.3GW of hydropower with 5 projects.
Enerkem started production of cellulosic ethanol from waste materials at demo facility in Quebec.
TX researchers looking at switchgrass and use of up to 60M acres of otherwise useless mesquite and redberry juniper for biofuels feedstock.
Intl Air Transport Ass CEO says industry needs govt support to lower biofuels costs. 1,500 commercial flights now using biofuels.
FRIDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume very light. Oil down under $83.
NEXS up 8. AONE up 7. Go figure. XIDE up 6. ASTI up 2. HOKU up 1.
CWET down 11. CABN down 9. LSCG down 3. NENE, GWBU down 2.
Now market up 14/11/1.
Market flat and mixed. Volume very light. Oil down under $83.
NEXS up 8. AONE up 7. Go figure. XIDE up 6. ASTI up 2. HOKU up 1.
CWET down 11. CABN down 9. LSCG down 3. NENE, GWBU down 2.
Now market up 14/11/1.
Thursday, June 7, 2012
THURSDAY CLOSE
(stock #'s in %)
Dow up 46, Naz down 13. Volume normal. Oil down near $84. Fed proposing stricter cap rules for US banks. Spain downgraded by Fitch. Smith: EU will protect banks, keep govts in and Dow will go up 1K. Who's Smith? The one that went to Washington? But ... if that's what happens ...
HOKU up 45. Today's bottom near 11 cents, top over 20, settle ~17. I've been mentioning ... BLDW up 37. I don't know how or when this one's going to move daily. And you don't either. But over year, it's down. And low volume. PTOS up 30 on 12K. Coming off bottom? LEXG up 25. A lithium miner. A jolt off bottom. (AMEL was down 3). AMTX up 18. Going back through all the lines. Looking very positive long term. Even 3-yr chart looking steady up. OOIL up 17. Jumpback off bottom. Ooo that bottom's hot. ENZR, NPWX up 16. ECOS up 14. CWET, CLNT up 13. CLNT back to 3 lines. GWBU up 12. Had a great fall. $1.95 to $1.38 in mid day and ended back in $1.70's. Tell me that's not on every day player's screen. 28M shs today. NFEC up 11. Up off bottom (200-day) line. 15K shs. WPRT, VLNC up 8. WPRT back to lines. Double bottom days ago. Volume growing. Classic buy. VLNC off bottom.
ASTI down 22. Fell under bottom 200. If you bought it before close you might be making money manana. Definitely one for your screen tomorrow (manana). AVRW down 17 on 5. Total year bust. XWES, MKTY down 14. CSOL down 13. Crazy #'s. P/B, P/S. Like that. Not the only ones. SLMU, EFOI down 12. SLMU hit top 200, chart looking buy. SATC, SPIR down 11. I say that's SATC's bottom. AMRS down 8 more, rejected by 50-day lines.
MXWL flat, but late volume up. Disclosure: I have some. There, I admit it. All right?
Dow up 46, Naz down 13. Volume normal. Oil down near $84. Fed proposing stricter cap rules for US banks. Spain downgraded by Fitch. Smith: EU will protect banks, keep govts in and Dow will go up 1K. Who's Smith? The one that went to Washington? But ... if that's what happens ...
HOKU up 45. Today's bottom near 11 cents, top over 20, settle ~17. I've been mentioning ... BLDW up 37. I don't know how or when this one's going to move daily. And you don't either. But over year, it's down. And low volume. PTOS up 30 on 12K. Coming off bottom? LEXG up 25. A lithium miner. A jolt off bottom. (AMEL was down 3). AMTX up 18. Going back through all the lines. Looking very positive long term. Even 3-yr chart looking steady up. OOIL up 17. Jumpback off bottom. Ooo that bottom's hot. ENZR, NPWX up 16. ECOS up 14. CWET, CLNT up 13. CLNT back to 3 lines. GWBU up 12. Had a great fall. $1.95 to $1.38 in mid day and ended back in $1.70's. Tell me that's not on every day player's screen. 28M shs today. NFEC up 11. Up off bottom (200-day) line. 15K shs. WPRT, VLNC up 8. WPRT back to lines. Double bottom days ago. Volume growing. Classic buy. VLNC off bottom.
ASTI down 22. Fell under bottom 200. If you bought it before close you might be making money manana. Definitely one for your screen tomorrow (manana). AVRW down 17 on 5. Total year bust. XWES, MKTY down 14. CSOL down 13. Crazy #'s. P/B, P/S. Like that. Not the only ones. SLMU, EFOI down 12. SLMU hit top 200, chart looking buy. SATC, SPIR down 11. I say that's SATC's bottom. AMRS down 8 more, rejected by 50-day lines.
MXWL flat, but late volume up. Disclosure: I have some. There, I admit it. All right?
STUFF
Beijing alone has more vacant homes than all of US.
Retailers reducing packaging. Finally. No longer - hopefully - will our bags and boxes be half-full when opened.
Halliburton lower margins warning attributed to shortage of guar beans from India. Guar gum used in fracking.
NJ sued over cap and trade reversal. Legislature voted twice for return. Christie vetoed 1 already.
China National Nuclear Power - largest developer in country - planning IPO to help fund >$27B of projects.
Several US govt agencies sponsoring $100K prize for personal air pollution sensor that also measures physiological response to contaminants real-time.
Western pines being killed at higher rate by mountain pine beetles, their population soaring in part because temps no longer plunge as low in winter, so fewer killed off.
EPA will issue final soot standards for autos, smokestacks, industry by mid-Dec. What about trucks, trains, ships?
Aquion Energy (Pittsburgh) preparing to launch production of sodium-ion hybrid battery. Hopefully game change for clean off-grid E storage.
IEA report projects cost of wind E will keep dropping.
From not all bad news dept: climate change may improve harvests in parts of India. So ... if in parts of India ...
Study: after BP spill, biodiversity dropped along shoreline.
Survey: Amazon deforestation threatening birds. Let alone the atmos.
Poll: Americans value conservation/energy efficiency ahead of vacations. Huh.
Researchers at Center for E Research at UC San Diego demo'd performance ~4x higher than any other solid oxide fuel cell operating directly on ethanol without external reformation.
Algeria state oil comp plans to increase investment in NG, petrochem sectors to $80B next 5 yrs, $12B more than planned.
Root of Argentina seizure of YPF: early this year, Repsol revised estimates of their field's shale oil/gas in Argentina to 23B bls, enough to dub their output. But also estimated $25B/y to develop and Argentina would have to overhaul its E policy to attract necessary investment. Then Argentina seized YPF.
Retailers reducing packaging. Finally. No longer - hopefully - will our bags and boxes be half-full when opened.
Halliburton lower margins warning attributed to shortage of guar beans from India. Guar gum used in fracking.
NJ sued over cap and trade reversal. Legislature voted twice for return. Christie vetoed 1 already.
China National Nuclear Power - largest developer in country - planning IPO to help fund >$27B of projects.
Several US govt agencies sponsoring $100K prize for personal air pollution sensor that also measures physiological response to contaminants real-time.
Western pines being killed at higher rate by mountain pine beetles, their population soaring in part because temps no longer plunge as low in winter, so fewer killed off.
EPA will issue final soot standards for autos, smokestacks, industry by mid-Dec. What about trucks, trains, ships?
Aquion Energy (Pittsburgh) preparing to launch production of sodium-ion hybrid battery. Hopefully game change for clean off-grid E storage.
IEA report projects cost of wind E will keep dropping.
From not all bad news dept: climate change may improve harvests in parts of India. So ... if in parts of India ...
Study: after BP spill, biodiversity dropped along shoreline.
Survey: Amazon deforestation threatening birds. Let alone the atmos.
Poll: Americans value conservation/energy efficiency ahead of vacations. Huh.
Researchers at Center for E Research at UC San Diego demo'd performance ~4x higher than any other solid oxide fuel cell operating directly on ethanol without external reformation.
Algeria state oil comp plans to increase investment in NG, petrochem sectors to $80B next 5 yrs, $12B more than planned.
Root of Argentina seizure of YPF: early this year, Repsol revised estimates of their field's shale oil/gas in Argentina to 23B bls, enough to dub their output. But also estimated $25B/y to develop and Argentina would have to overhaul its E policy to attract necessary investment. Then Argentina seized YPF.
THURSDAY OPEN
(stock #'s in %)
Market up 83/6/6. Volume normal. Oil up to $86. China central bank cut rates - 1st time since '08.
HOKU up 40 on big turnaround. ENZR, IFXY up 16. ENZR off bottom line (200-day), up to 2 higher lines (200 and 50). GWBU up 15 on contract news. Supposedly a comp to build solar houses around world. Now they have a fuel cracking device for vehicles that reduces fuel use/emissions. That's what the contract is for. No revs, no assets. Valuation at $600M. Go figure. Triple since May (I assume when they started sending out their flyers). NGLPF, OOIL up 11. GPRC, NFEC up 9. GPRC up off double bottom. NFEC bouncing off bottom (200) line. VLNC up 8 off bottom. CLNT up 6, back near bottom 3 lines. NENE up 1.
ASTI down 12, coming back toward bottom 200. XWES down 9, back to Dec bottom. CSUN down 9. FSLR down 3.
And HOKU now up 69.
Market up 83/6/6. Volume normal. Oil up to $86. China central bank cut rates - 1st time since '08.
HOKU up 40 on big turnaround. ENZR, IFXY up 16. ENZR off bottom line (200-day), up to 2 higher lines (200 and 50). GWBU up 15 on contract news. Supposedly a comp to build solar houses around world. Now they have a fuel cracking device for vehicles that reduces fuel use/emissions. That's what the contract is for. No revs, no assets. Valuation at $600M. Go figure. Triple since May (I assume when they started sending out their flyers). NGLPF, OOIL up 11. GPRC, NFEC up 9. GPRC up off double bottom. NFEC bouncing off bottom (200) line. VLNC up 8 off bottom. CLNT up 6, back near bottom 3 lines. NENE up 1.
ASTI down 12, coming back toward bottom 200. XWES down 9, back to Dec bottom. CSUN down 9. FSLR down 3.
And HOKU now up 69.
Wednesday, June 6, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 286/66/29. Volume normal. Oil finished under $86.
ASTI up 48, news found (read "Stuff"). CSOL up 34. MKTY up 30 on 4K. NTCXF up 25. BWEN, IFXY up 20. PSPW up 16. CSUN up 11. XIDE up 8. ASYS up 7. MXWL up 1.
CBWP down 45 on 5K. BLDW down 22. BFRE down 18. MMMW down 16. FCEL down 14. HOKU down 13 more. BOPO down 12. CRCL, ECOS, GWBU down 9. XSNX down 8. ECTY down 5.
As advertised, the stealth and the froth . . .
Market up 286/66/29. Volume normal. Oil finished under $86.
ASTI up 48, news found (read "Stuff"). CSOL up 34. MKTY up 30 on 4K. NTCXF up 25. BWEN, IFXY up 20. PSPW up 16. CSUN up 11. XIDE up 8. ASYS up 7. MXWL up 1.
CBWP down 45 on 5K. BLDW down 22. BFRE down 18. MMMW down 16. FCEL down 14. HOKU down 13 more. BOPO down 12. CRCL, ECOS, GWBU down 9. XSNX down 8. ECTY down 5.
As advertised, the stealth and the froth . . .
STUFF
Found ASTI news. It was there all along. Apple iPhone solar charger case. Also expect release for similar case for Samsung Galaxy. Wow. So big a market. O, big news. Yeah. But 50-60%?! Well, for ASTI maybe. We shall see.
Solar industry has 1 yr of inventory: head of France RenEnAss. And prod capac ~2x est. mart size. Global demand may grow to 32GW this year from 27 in '11.
Churchill Mining (Brit) seeking $2B from Indonesia over claims its coal mine assets were seized w/out proper compensation.
Berkeley scientists used virus to gen el. Piezo el.
Inhofe "within striking distance" of 51 votes to veto EPA mercury emissions rule for power plants. Great. The Great Inhofe. Let's keep mercury poisoning in the atmos and oceans. Yea, that's the future.
US local govts lagging world cities on climate change adaptation. Copenhagen yesterday. Today Quebec announced $2.6B climate change plan. Do you ever feel embarrassed for our country? O no. We're just the great USA $16T in debt and fighting off terrorists.
Interpol launched global effort to curb illegal logging. Wasn't Interpol supposed to stop terrorists?
EPA to issue final soot standards for autos, smokestacks and industry by Dec. Not trucks or trains or ships. Huh. Which is the low-hanging fruit?
Russia-China military overtures a little destabilizing.
Pelosi called on Boner to cancel recess. Sorry. Boehner.
Brit supermarkets turning food waste into E. Tell us how.
EIA: Honda Fit most fuel-efficient EV on mart.
Solar-powered plane flew from Europe to Africa (via Gibralter). But something.
Cleaned-up Superfund site in TX still posing risks.
Cal voters turning down bullet train.
Okla set new water conservation guidelines.
Louisiana bill will earmark Gulf spill money for coastal restoration.
OR gov unveiled 10-yr E plan.
Namibia hydro plant expansion "a catalyst" to overcome E debt. 4th turbine turned on, raising capac to 330MW from 240. But total state demand 550MW. 2GW hydro potential. Country imports el from S Af, Zimbabwe, Zambia.
RGGI - 9 Ne US states' regional GHG Initiative - cap and trade - established in '08 - avg annual CO2 emissions down 23% v. '06-'08. And 3-yr avg el use only down 2.4%. PA, VA the border states. Remember when Republicans proposed cap and trade? How do we get out of this political sickness?
14 plants in SD have now installed POET's patent-pending corn oil tech. Total annual prod cap ~235M lbs/y - enough for 31M gal biodiesel. What? Corn oil for biodiesel? Soybeans are biodiesel. What the hell. Just more to find out the truth about.
Shell opened new biodiesel facility in Melbourne (Australia). B20 now in Austral mart, world 1st for Shell.
Canada's BIOX to build biodiesel plant in NJ. 26M gal/y (100M liters). Dec '13 open. 35 full-time jobs.
In Brazil, a comp now expects to make profit from food prod instead of biofuels. Soybeans, corn, cotton in area 2X size of Los Angeles for Chinese mart.
XDSL restructuring toxic convertible debt.
Shale play in W Siberia 80X Bakken.
EU says NG to be eligible for renewable E subsidies. 80B Euros '14-'20.
Solar industry has 1 yr of inventory: head of France RenEnAss. And prod capac ~2x est. mart size. Global demand may grow to 32GW this year from 27 in '11.
Churchill Mining (Brit) seeking $2B from Indonesia over claims its coal mine assets were seized w/out proper compensation.
Berkeley scientists used virus to gen el. Piezo el.
Inhofe "within striking distance" of 51 votes to veto EPA mercury emissions rule for power plants. Great. The Great Inhofe. Let's keep mercury poisoning in the atmos and oceans. Yea, that's the future.
US local govts lagging world cities on climate change adaptation. Copenhagen yesterday. Today Quebec announced $2.6B climate change plan. Do you ever feel embarrassed for our country? O no. We're just the great USA $16T in debt and fighting off terrorists.
Interpol launched global effort to curb illegal logging. Wasn't Interpol supposed to stop terrorists?
EPA to issue final soot standards for autos, smokestacks and industry by Dec. Not trucks or trains or ships. Huh. Which is the low-hanging fruit?
Russia-China military overtures a little destabilizing.
Pelosi called on Boner to cancel recess. Sorry. Boehner.
Brit supermarkets turning food waste into E. Tell us how.
EIA: Honda Fit most fuel-efficient EV on mart.
Solar-powered plane flew from Europe to Africa (via Gibralter). But something.
Cleaned-up Superfund site in TX still posing risks.
Cal voters turning down bullet train.
Okla set new water conservation guidelines.
Louisiana bill will earmark Gulf spill money for coastal restoration.
OR gov unveiled 10-yr E plan.
Namibia hydro plant expansion "a catalyst" to overcome E debt. 4th turbine turned on, raising capac to 330MW from 240. But total state demand 550MW. 2GW hydro potential. Country imports el from S Af, Zimbabwe, Zambia.
RGGI - 9 Ne US states' regional GHG Initiative - cap and trade - established in '08 - avg annual CO2 emissions down 23% v. '06-'08. And 3-yr avg el use only down 2.4%. PA, VA the border states. Remember when Republicans proposed cap and trade? How do we get out of this political sickness?
14 plants in SD have now installed POET's patent-pending corn oil tech. Total annual prod cap ~235M lbs/y - enough for 31M gal biodiesel. What? Corn oil for biodiesel? Soybeans are biodiesel. What the hell. Just more to find out the truth about.
Shell opened new biodiesel facility in Melbourne (Australia). B20 now in Austral mart, world 1st for Shell.
Canada's BIOX to build biodiesel plant in NJ. 26M gal/y (100M liters). Dec '13 open. 35 full-time jobs.
In Brazil, a comp now expects to make profit from food prod instead of biofuels. Soybeans, corn, cotton in area 2X size of Los Angeles for Chinese mart.
XDSL restructuring toxic convertible debt.
Shale play in W Siberia 80X Bakken.
EU says NG to be eligible for renewable E subsidies. 80B Euros '14-'20.
WEDNESDAY OPEN
(stock #'s in %)
Market up 150/41/16. A bounce off bottom 200-day line for indeces, though DJI just now back to it. Volume normal. Oil up to $86. ECB left rates unchanged. US Q1 productivity revised down to .9% annual rate from .5%.
ASTI up 51. Jump over all lines. Back to Jan highs. I saw no news. Maybe I missed something. AMRS up another 16. Over 50-day lines. Barely. QTWW up 9. At 50-days. BWEN up 7. At double bottom, back to Oct. FSLR up 6 more. Is the ride down over? NENE up 2. MXWL up 1. I would think the bottom is in.
FCEL down 15 after reporting lousy Q #'s. BFRE down 8. HOKU down 8 more
Market up 150/41/16. A bounce off bottom 200-day line for indeces, though DJI just now back to it. Volume normal. Oil up to $86. ECB left rates unchanged. US Q1 productivity revised down to .9% annual rate from .5%.
ASTI up 51. Jump over all lines. Back to Jan highs. I saw no news. Maybe I missed something. AMRS up another 16. Over 50-day lines. Barely. QTWW up 9. At 50-days. BWEN up 7. At double bottom, back to Oct. FSLR up 6 more. Is the ride down over? NENE up 2. MXWL up 1. I would think the bottom is in.
FCEL down 15 after reporting lousy Q #'s. BFRE down 8. HOKU down 8 more
Tuesday, June 5, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 26/18/7. Volume weak. Oil up over $84. Spain says credit markets closing doors as G7 took no action but pledged to tackle financing woes.
IFXY up 47. CPWY up 39 on 6.5K shs. Coasting on 50-day lines. BLDW up 28. Off bottom. AMRS up 27. I didn't see that coming. Back to 50-days. BHWX up 25 on 52K. WPRT, BOPO up 21. WPRT may be making double bottom. Certainly had volume today. AMPD up 20. SPIR up 18, near double from yesterday's low. JASO, ZNNMF up 17. ZNNMF back up over all lines. CSUN up 16. CSUN double bottom? JUHL up 15 on nominal volume. DYMTF up 11. GEVO, EFOI up 10. LSCG up 7.
AEHI down 42 on 1K shs. I'm going to stop reporting them. HOKU down 19 more. NEXS down 18. New low? VNDB down 13 on 7K. OOIL down 12. NTCXF down 10. Fall out from bottom (200) line. NENE down 2.
Market up 26/18/7. Volume weak. Oil up over $84. Spain says credit markets closing doors as G7 took no action but pledged to tackle financing woes.
IFXY up 47. CPWY up 39 on 6.5K shs. Coasting on 50-day lines. BLDW up 28. Off bottom. AMRS up 27. I didn't see that coming. Back to 50-days. BHWX up 25 on 52K. WPRT, BOPO up 21. WPRT may be making double bottom. Certainly had volume today. AMPD up 20. SPIR up 18, near double from yesterday's low. JASO, ZNNMF up 17. ZNNMF back up over all lines. CSUN up 16. CSUN double bottom? JUHL up 15 on nominal volume. DYMTF up 11. GEVO, EFOI up 10. LSCG up 7.
AEHI down 42 on 1K shs. I'm going to stop reporting them. HOKU down 19 more. NEXS down 18. New low? VNDB down 13 on 7K. OOIL down 12. NTCXF down 10. Fall out from bottom (200) line. NENE down 2.
STUFF
GOP House broke debt spending record. $1.59T in 1 term. Spent more than 1st 97 Congresses combined. Natl debt now $15.77T. Rediculous.
Rare earths in coal ash?
China ended nuke moratorium.
Copenhagen to go with offshore wind, EV's, bike paths, E-efficient bldgs to become 1st C-neutral capitol by '25. $4.7B price tag.
Sequoia Natl Forest threatened by fire.
IEA: Chinese NG demand to double by '17.
Report: drought-tolerant GM crops failing to live up to promise.
Ohio 3rd Frontier awarded $100K to Eco2Capture to commercialize algae tech development at Ohio U. Membranes increase productivity of algae with very inexpensive, just-in-time CO2 to promote photosynth.
India put on hold state-sponsored 300K hectare jatropha plantation development because of study showing jatropha not financially viable and could threaten food security.
Inventure, based at U of Ala biz incubator, exploring kudzu as biofuels feedstock.
Royal DSM (Denmark) qualified as enzymes supplier for DONG/Inbicon's wheat straw-to-cellulosic ethanol process. Enzymes successful in demo refinery in Den - world's largest-scale cell eth demo plant in op @ 1.5M gal/yr cap. Sells product to Statoil. Novozymes, Genencor already qualified for Inbicon process.
Glaciers in Rwenzori Mts - Uganda, Congo - expected to be gone in decade or two.
Small mining comps inching closer to exploiting rich deposits of metals, minerals in seafloors.
Alert system in beta test pinpoints areas in world being deforested (when >40% of forest area in >2 sq mile block has lost greenness in past 12 months).
Rare earths in coal ash?
China ended nuke moratorium.
Copenhagen to go with offshore wind, EV's, bike paths, E-efficient bldgs to become 1st C-neutral capitol by '25. $4.7B price tag.
Sequoia Natl Forest threatened by fire.
IEA: Chinese NG demand to double by '17.
Report: drought-tolerant GM crops failing to live up to promise.
Ohio 3rd Frontier awarded $100K to Eco2Capture to commercialize algae tech development at Ohio U. Membranes increase productivity of algae with very inexpensive, just-in-time CO2 to promote photosynth.
India put on hold state-sponsored 300K hectare jatropha plantation development because of study showing jatropha not financially viable and could threaten food security.
Inventure, based at U of Ala biz incubator, exploring kudzu as biofuels feedstock.
Royal DSM (Denmark) qualified as enzymes supplier for DONG/Inbicon's wheat straw-to-cellulosic ethanol process. Enzymes successful in demo refinery in Den - world's largest-scale cell eth demo plant in op @ 1.5M gal/yr cap. Sells product to Statoil. Novozymes, Genencor already qualified for Inbicon process.
Glaciers in Rwenzori Mts - Uganda, Congo - expected to be gone in decade or two.
Small mining comps inching closer to exploiting rich deposits of metals, minerals in seafloors.
Alert system in beta test pinpoints areas in world being deforested (when >40% of forest area in >2 sq mile block has lost greenness in past 12 months).
TUESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume very light. Oil up over $84. US services index slightly up. Spain made 1st plea for outside funds for banks.
IFXY up 47. BLDW up 34. SPIR bounced back, up 23. WPRT up 16 on news of Caterpillar business. AMRS, CSUN up 15. Stellar solar day after JASO reported dropping to a Q loss on higher revs. CSUN looking like double bottom. AMRS looks like it's bottoming. JASO up 12. GTAT up 6. CSIQ up 5. FSLR up 3. SPWR up 2.
CCTC down 15. HOKU down 14 more. NENE down 2 more. MXWL flat after up 2. LSCG not even traded.
Market flat and mixed. Volume very light. Oil up over $84. US services index slightly up. Spain made 1st plea for outside funds for banks.
IFXY up 47. BLDW up 34. SPIR bounced back, up 23. WPRT up 16 on news of Caterpillar business. AMRS, CSUN up 15. Stellar solar day after JASO reported dropping to a Q loss on higher revs. CSUN looking like double bottom. AMRS looks like it's bottoming. JASO up 12. GTAT up 6. CSIQ up 5. FSLR up 3. SPWR up 2.
CCTC down 15. HOKU down 14 more. NENE down 2 more. MXWL flat after up 2. LSCG not even traded.
Monday, June 4, 2012
MONDAY CLOSE
(stock #'s in %)
Market flat and mixed. Volume normal. Oil up over $84. Probably a good thing. Though, of course, not really. What's good any more, kids? G7 financial chiefs emergency meeting tomorrow over Eurozone, especially Spain. The meeting will be somewhere. Sounds like another Wall Street - ala '08 - bailout. Only for Europe. Well, hopefully, it's just a follow-on meet.
CBWP up 83 on 2K shs. That's good news, huh? GDTK up 75 on 2.5K shs. G, even better. The more the volume ... LEOM up 32 on 3.3K shs. Getting the jist here? QTMM up 32 on - get this - 132K shs. I'd do the chart but what's the point. BLDW up 20 on 14K. XSNX up 15 on 267K. Well, they may be in business. I wouldn't count on it. But that's where risk meets the road. DSTI up 14 on their news. But only 34K shs. CCGI up 12 on >1.2K shs. ALTI up 7 for some dam reason.
AMPD down 37 on 76K. IFXY down 36 on 179K. CSOL down 26 on 29. SPIR down 19 on 55. EFOI down 17 on 55. DYMTF down 15 on 90. NEXS down 14 on 5. CCTC, QTWW down 13 both on volume. KIOR, ASPW down 11. AMEL, NFEC down 9. LSCG, GWBU down 5. NENE, MXWL down 1.
Figure it out. And then let me know.
Market flat and mixed. Volume normal. Oil up over $84. Probably a good thing. Though, of course, not really. What's good any more, kids? G7 financial chiefs emergency meeting tomorrow over Eurozone, especially Spain. The meeting will be somewhere. Sounds like another Wall Street - ala '08 - bailout. Only for Europe. Well, hopefully, it's just a follow-on meet.
CBWP up 83 on 2K shs. That's good news, huh? GDTK up 75 on 2.5K shs. G, even better. The more the volume ... LEOM up 32 on 3.3K shs. Getting the jist here? QTMM up 32 on - get this - 132K shs. I'd do the chart but what's the point. BLDW up 20 on 14K. XSNX up 15 on 267K. Well, they may be in business. I wouldn't count on it. But that's where risk meets the road. DSTI up 14 on their news. But only 34K shs. CCGI up 12 on >1.2K shs. ALTI up 7 for some dam reason.
AMPD down 37 on 76K. IFXY down 36 on 179K. CSOL down 26 on 29. SPIR down 19 on 55. EFOI down 17 on 55. DYMTF down 15 on 90. NEXS down 14 on 5. CCTC, QTWW down 13 both on volume. KIOR, ASPW down 11. AMEL, NFEC down 9. LSCG, GWBU down 5. NENE, MXWL down 1.
Figure it out. And then let me know.
STUFF
SCE&G to shut down 6 coal-fired units by end of '18. (Early enough?) 2 other units to be switched to NG by '15 before '17 closure. 2 new nuke units - 1.1GW - to come online in '17 and '18.
St. Lou Cardinals have achieved 30% recycling rate, 20% redux in E use, 10% cut in water use.
Shell investing $250M to build string of LNG fuel stations across W Canada.
Starwood Energy completed 69MW PV solar project in Ontario. Q Cells built it and supplied modules.
Guar gum a critical part of slurry used in fracking. Prices up near 20x in just last few years. Food industry also uses guar as thickening agent. India world's largest exporter. Global fracking industry set to grow 16% to $37B this year.
Grassley: Congress will probably renew wind prod tax credit. After election. Too late to avoid industry slump.
Greece's NG comp threatening supply cuts to el producers if they fail to settle arrears, raising possibility of rotating power cuts by grid operators.
NY State selling millions of dollars worth of trains and equipment from proposed high-speed rail project that fell apart in late '90's.
Hewlett Packard developed "net-zero" (E) data center. Meanwhile, study says DOE falling short on making its own data centers E efficient.
UNESCO may dub Great Barrier Reef endangered.
France to ban chemical that may be killing bees.
Konarka Tech filed Chapter 7. Mass-based thin-film solar comp.
India's Assam State planning massive small hydro expansion. Up to 150 projects.
OPEC May oil output highest since '08. Sauds most in 23 years.
US NG March demand down 5.4% from year earlier. 2.1 TCF. Lowest for month since '04. Even though power plants increased NG use 40% over year earlier. I guess it was the warm weather.
BP put its half-share of Russian JV up for sale (near 1/3 BP output).
Japan PM said they may restart 1 of nuke plants next week. Local leaders dropping opposition.
China's power grid operator to buy el transmission assets in Brazil from Spain comp for $938M.
China, Japan started direct currency trading. Previously, China only allowed Yuan-Dollar trading.
US has slashed oil imports from Nigeria. Nigeria now looking to Asia, twice the distance (higher shipping costs).
Argentina retracted YPF nationalization. But. National govt will keep just over 1/2 of original stake (51% of YPF), the rest to be divided among Argentina's oil producing provinces. Um, sorry Repsol.
U of Hawaii got $6M fed grant to research grass-to-biofuel.
Canada announced $74M grant for biofuels development projects.
China's United En Grp may use part of '10 $5B credit from China Dev Bank to help fund 500MW Pakistan wind farm.
St. Lou Cardinals have achieved 30% recycling rate, 20% redux in E use, 10% cut in water use.
Shell investing $250M to build string of LNG fuel stations across W Canada.
Starwood Energy completed 69MW PV solar project in Ontario. Q Cells built it and supplied modules.
Guar gum a critical part of slurry used in fracking. Prices up near 20x in just last few years. Food industry also uses guar as thickening agent. India world's largest exporter. Global fracking industry set to grow 16% to $37B this year.
Grassley: Congress will probably renew wind prod tax credit. After election. Too late to avoid industry slump.
Greece's NG comp threatening supply cuts to el producers if they fail to settle arrears, raising possibility of rotating power cuts by grid operators.
NY State selling millions of dollars worth of trains and equipment from proposed high-speed rail project that fell apart in late '90's.
Hewlett Packard developed "net-zero" (E) data center. Meanwhile, study says DOE falling short on making its own data centers E efficient.
UNESCO may dub Great Barrier Reef endangered.
France to ban chemical that may be killing bees.
Konarka Tech filed Chapter 7. Mass-based thin-film solar comp.
India's Assam State planning massive small hydro expansion. Up to 150 projects.
OPEC May oil output highest since '08. Sauds most in 23 years.
US NG March demand down 5.4% from year earlier. 2.1 TCF. Lowest for month since '04. Even though power plants increased NG use 40% over year earlier. I guess it was the warm weather.
BP put its half-share of Russian JV up for sale (near 1/3 BP output).
Japan PM said they may restart 1 of nuke plants next week. Local leaders dropping opposition.
China's power grid operator to buy el transmission assets in Brazil from Spain comp for $938M.
China, Japan started direct currency trading. Previously, China only allowed Yuan-Dollar trading.
US has slashed oil imports from Nigeria. Nigeria now looking to Asia, twice the distance (higher shipping costs).
Argentina retracted YPF nationalization. But. National govt will keep just over 1/2 of original stake (51% of YPF), the rest to be divided among Argentina's oil producing provinces. Um, sorry Repsol.
U of Hawaii got $6M fed grant to research grass-to-biofuel.
Canada announced $74M grant for biofuels development projects.
China's United En Grp may use part of '10 $5B credit from China Dev Bank to help fund 500MW Pakistan wind farm.
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