(stock #'s in %)
Market down 10/10/0. Volume slightly above normal. Oil settled around $86.
XDSL up 43. CSKH up 40. BLDW up 29. GPRE up 28. VNDB up 25. TMEN up 23. VSPC up 15. They're rising. CPWY up 14. GSFVF up 13. URRE up 11. GRPH up 1.
CBWP down 84. Probably gone. SOPW down 36. Beware. SATCQ down 34. Bankrupt. Duh. VLNCQ back 28. Who knows. CRCL down 27. One of those hyped up. CBAK, LEOM down 23. AMEL down 19. WEST down 18. AEHI, EFOI, APWR down 16. GTAT, AMTX down 15. ORYN, ALTI down 14. ENZR down 12. MMMW down 11. RSOL down 10. NENE down 2. NTCXF down 1.
Wednesday, October 31, 2012
STUFF
TOP STUFF
Oyster Creek nuke plant on NJ coast had to declare low-level emergency. Rising water threatened pumps that bring in cooling water. All turned out well. Only nuke of 34 in Sandy's path from FL to Neast that got close to problematic.
Surface temps in W Atlantic were remarkably high ahead of Sandy. In places, 5 degrees F above normal. Part of ocean was warmer than normal Sept temps when heat tends to peak. If that's not global warming, I don't know what is.
Sandy's costs up to $30B and counting.
Israel defense chief says Iran postponed nuke weapon ambitions based on their conversion of some enriched U into fuel rods for power gen. Wishful thinking? Or are sanctions really having effect?
California Lithium Battery announced 3x increase in lith-ion batt energy density, 4x increase in specific anode capacity. GEN3 anode a silicon graphene composite material engineered with Argonne Lab. Used with advanced cathode and electrolyte materials. Est. 70% reduction in batt lifetime cost. CLB fast-tracking commercialization. 2 years away. Will cost compete with gasoline/diesel powered vehicles.
Abound Solar under criminal investigation by Colo DA for possible securities fraud, consumer fraud and financial misrepresentation. Abound filed bankruptcy in June and announced permanent shutdown. $70M was drawn on $400M DOE loan guarantee.
Novozymes launched new "game changing" enzyme that improves efficiency, profitability of corn ethanol production. 2.5% more eth out of corn. Typical US eth plant uses ~900K tons of corn per year to make 100M gal of eth, 300K tons of animal feed, 8,500 tons of corn oil. Enzyme saves > 22K tons of corn. If all US plants use it, 3M tons corn saved/yr. US corn eth production expected to reach 13.3B gal this year.
Hitachi signed 700M Pound deal to buy Horizon Nuke Power. Gives them ability to build next gen of nuke power plants in UK.
Securum Equity agreement with Serbia to build 1Gw solar farm for $1.66B. Best price I've ever seen for solar. MX Group (Italy) panels. Power to be exported to Europe. April construction start, '16 completion. Serbia to provide 3K hectares for free. I think that's why costs are so low. Est. maintenance/ops costs < $2M/y over expected 25-year life.
OTHER STUFF
~ $100M/y/well for deepwater drilling. US' next sale in late Nov offering 21M acres in GOM. March sale to offer 38M acres. $145B spent globally/y on deepwater tech/infra.
Georgia Power completed 3rd and final 840Mw NG combined-cycle power plant unit.
Pelamis Wave Power in talks on partnership to expand. Preparing for influx of orders next few years. A 10Mw array weighs 60-70M pounds and costs $96-113M. Compares with nuke, maybe, at top of cost chart. Maybe geotherm up there as well.
Uganda planning 2 more hydropower plants in west Nile region.
Algae to power, shade zero-energy building in Germany. Facade made up of glass panels to grow algae inside. Captures solar thermal heat and grows algae to be harvested for energy.
SG Biofuels expanded jatropha platform to 15 prototype sites, adding 8 in Guatemala, Brazil, India. Confirmed costs of $99/bl or less.
Bunge plans to idle 55M gal eth plant in Miss before end of Nov. Bloomberg est. producers losing 30 cents/gal based on Dec corn, eth futures.
Triton Chem (Brazil) tech can increase corn eth production 2%.
Neste Oil opened 1st Euro pilot plant to produce microbial oil from waste. $10.3M invested in Finland facility and in research since '07.
Army Research Lab testing thermoelectric tech on M1 tank. TE uses temp differences to create el current. Works on atomic level between adjacent materials. GM has been working on it to apply to car exhausts and helping. Also General Dynamics, Research Triangle Inst. 80w prototype getting upgraded to full-size unit.
Morocco, Desertec Foundation (Germany-based) expected to accel development of 2Gw N Africa solar project to power N Af and S Europe. Agreement to share their expertise and develop strong policy framework. Construction already started on 500Mw CSP plant in Morocco. 1 of largest in world. '15 completion. Siemens recently quit the consortium after deciding to sell their solar biz.
Honeywell announced > $80M energy efficiency project for Tinker AFB. AF's largest domestic energy retrofit funded through guaranteed savings to date. Should remove Tinker from atop list of most energy-intensive AFB's. Est. $6.4M savings in 1st year after work complete, > $170M over 20 years. Trims NG use almost 27%, fresh water use ~20M gal/yr. CO2 decrease > 60M lbs/yr.
Global VC funding in wind energy comps tripled to $57M in Q3 over Q2. Mergers, acquisitions fell 43% to $53M. Grid connect probs in China, Europe; tax creds in US on chopping block; accelerated depreciation in India expired in April.
CONSOL to idle coal surface mining ops at WV facility. Underground mining to continue. 1.55M tons so far this year from site, 83% from surface. Idling blamed on enviro (clean water act) permit delays.
Oyster Creek nuke plant on NJ coast had to declare low-level emergency. Rising water threatened pumps that bring in cooling water. All turned out well. Only nuke of 34 in Sandy's path from FL to Neast that got close to problematic.
Surface temps in W Atlantic were remarkably high ahead of Sandy. In places, 5 degrees F above normal. Part of ocean was warmer than normal Sept temps when heat tends to peak. If that's not global warming, I don't know what is.
Sandy's costs up to $30B and counting.
Israel defense chief says Iran postponed nuke weapon ambitions based on their conversion of some enriched U into fuel rods for power gen. Wishful thinking? Or are sanctions really having effect?
California Lithium Battery announced 3x increase in lith-ion batt energy density, 4x increase in specific anode capacity. GEN3 anode a silicon graphene composite material engineered with Argonne Lab. Used with advanced cathode and electrolyte materials. Est. 70% reduction in batt lifetime cost. CLB fast-tracking commercialization. 2 years away. Will cost compete with gasoline/diesel powered vehicles.
Abound Solar under criminal investigation by Colo DA for possible securities fraud, consumer fraud and financial misrepresentation. Abound filed bankruptcy in June and announced permanent shutdown. $70M was drawn on $400M DOE loan guarantee.
Novozymes launched new "game changing" enzyme that improves efficiency, profitability of corn ethanol production. 2.5% more eth out of corn. Typical US eth plant uses ~900K tons of corn per year to make 100M gal of eth, 300K tons of animal feed, 8,500 tons of corn oil. Enzyme saves > 22K tons of corn. If all US plants use it, 3M tons corn saved/yr. US corn eth production expected to reach 13.3B gal this year.
Hitachi signed 700M Pound deal to buy Horizon Nuke Power. Gives them ability to build next gen of nuke power plants in UK.
Securum Equity agreement with Serbia to build 1Gw solar farm for $1.66B. Best price I've ever seen for solar. MX Group (Italy) panels. Power to be exported to Europe. April construction start, '16 completion. Serbia to provide 3K hectares for free. I think that's why costs are so low. Est. maintenance/ops costs < $2M/y over expected 25-year life.
OTHER STUFF
~ $100M/y/well for deepwater drilling. US' next sale in late Nov offering 21M acres in GOM. March sale to offer 38M acres. $145B spent globally/y on deepwater tech/infra.
Georgia Power completed 3rd and final 840Mw NG combined-cycle power plant unit.
Pelamis Wave Power in talks on partnership to expand. Preparing for influx of orders next few years. A 10Mw array weighs 60-70M pounds and costs $96-113M. Compares with nuke, maybe, at top of cost chart. Maybe geotherm up there as well.
Uganda planning 2 more hydropower plants in west Nile region.
Algae to power, shade zero-energy building in Germany. Facade made up of glass panels to grow algae inside. Captures solar thermal heat and grows algae to be harvested for energy.
SG Biofuels expanded jatropha platform to 15 prototype sites, adding 8 in Guatemala, Brazil, India. Confirmed costs of $99/bl or less.
Bunge plans to idle 55M gal eth plant in Miss before end of Nov. Bloomberg est. producers losing 30 cents/gal based on Dec corn, eth futures.
Triton Chem (Brazil) tech can increase corn eth production 2%.
Neste Oil opened 1st Euro pilot plant to produce microbial oil from waste. $10.3M invested in Finland facility and in research since '07.
Army Research Lab testing thermoelectric tech on M1 tank. TE uses temp differences to create el current. Works on atomic level between adjacent materials. GM has been working on it to apply to car exhausts and helping. Also General Dynamics, Research Triangle Inst. 80w prototype getting upgraded to full-size unit.
Morocco, Desertec Foundation (Germany-based) expected to accel development of 2Gw N Africa solar project to power N Af and S Europe. Agreement to share their expertise and develop strong policy framework. Construction already started on 500Mw CSP plant in Morocco. 1 of largest in world. '15 completion. Siemens recently quit the consortium after deciding to sell their solar biz.
Honeywell announced > $80M energy efficiency project for Tinker AFB. AF's largest domestic energy retrofit funded through guaranteed savings to date. Should remove Tinker from atop list of most energy-intensive AFB's. Est. $6.4M savings in 1st year after work complete, > $170M over 20 years. Trims NG use almost 27%, fresh water use ~20M gal/yr. CO2 decrease > 60M lbs/yr.
Global VC funding in wind energy comps tripled to $57M in Q3 over Q2. Mergers, acquisitions fell 43% to $53M. Grid connect probs in China, Europe; tax creds in US on chopping block; accelerated depreciation in India expired in April.
CONSOL to idle coal surface mining ops at WV facility. Underground mining to continue. 1.55M tons so far this year from site, 83% from surface. Idling blamed on enviro (clean water act) permit delays.
WEDNESDAY OPEN
(stock #'s in %)
Market mixed, Dow up, Naz down. Volume a little above avg. Oil up over $86. Euro unemploy record 11.6%.
XDSL up another 56. NGLPF up 25. IFXY up 20. AONE up 19. They got a loan from China. GPRE up 14. They sold off over $100M of their biz. URRE up 12. ZNNMF up 10. VSPC up 5. XSNX up 4. NTCXF, GRPH up 3. GRPH may be a pump and dump.
SATCQ, CRCL down 27. VNDB down 25. CBAK down 22. GTAT down 18. Cutting 25% of workforce, reported Q, lowered guidance. AMTX down 14. EFOI down 12. NENE down 2.
XDSL now up 81.
Market mixed, Dow up, Naz down. Volume a little above avg. Oil up over $86. Euro unemploy record 11.6%.
XDSL up another 56. NGLPF up 25. IFXY up 20. AONE up 19. They got a loan from China. GPRE up 14. They sold off over $100M of their biz. URRE up 12. ZNNMF up 10. VSPC up 5. XSNX up 4. NTCXF, GRPH up 3. GRPH may be a pump and dump.
SATCQ, CRCL down 27. VNDB down 25. CBAK down 22. GTAT down 18. Cutting 25% of workforce, reported Q, lowered guidance. AMTX down 14. EFOI down 12. NENE down 2.
XDSL now up 81.
Tuesday, October 30, 2012
STUFF
TOP STUFF
Market closed again today, of course. 1 hell of a storm. Oil steady over $85. Europe markets were up despite Greece. Asia markets flat and mixed. Wall Street hoping to open tomorrow. Old backup power systems exposed at NYC hospitals. US gasoline supply seen at '90 low. Sandy costs probably to top $20B. Katrina was > $100B. Home prices in 20 US cities increased by most in 2 years. Sandy shouldn't have impact on US GDP. Germany's jobless rate increased for 1st time in 3 years.
Gazprom to spend $25B on 3,200km NG pipeline to Vladivostok and $14B to develop its E Siberia NG field (1.3TCM). Gaz and Japanese energy comps also to build LNG plant in Vlad for 10-20M tons/y capacity by '20.
China Development Bank gave $1.6B loan to Sky Solar Holdings for project development. Solar cell/module makers garnered almost $49B from '10 to last quarter. Finally, attention to projects.
World's 1st flight on 100% drop-in biofuel by National Resources Council of Canada in a Falcon jet. Previously, only 50% blends. Used industrial non-food based oilseed from Agrisoma.
EU to spend ~$900M to build world's most powerful lasers that could destroy nuclear waste and provide new cancer treatment. Extreme Light Infusion project. 2 lasers to be built in Czech Republic and Romania, research center in Hungary.
Water injection intro'd to GOM deepwater wells. Chevron started on Tahiti wells. Expecting extra 10 years of production.
US National Research Council said large scale algae biodiesel production - as it is now - uses unsustainable amounts of water, energy, fertilizer (including CO2, nitrate, phosphate). GHG emissions from algaediesel may not even be lower than from petroldiesel. NRC says continue research on large scale algae.
Tokelau to become world's 1st country (administered by New Zealand) 100% powered by clean/ren energy. Solar and biodies from coconut to gen 150% of island's el demand. Will eliminate $820K/y for imported diesel oil.
S Africa just discovered price fixing collusion among oil majors. Said it dates back to the '80's. Um, we were calling it out during our Watergate special congressional in '74. Chevron, Shell, Total, BP subsids named. 10% of total annual biz fines proposed. BP, Shell apparently will try to brazen it out. S Af's Sasol and Australia's EnGen also named.
OTHER STUFF
Hoard of gold coins from Roman Empire era found in Britain while 700M tons of gold lost (?) at sea.
US imports ~1.45B bls of oil a year from OPEC lately.
Iran banned export of 50 goods. Sanctions biting.
50Mw biomass plant not to be built in Mass. Can't meet new state regs. Woody biomass plants must be 50% efficient for 1/2 renewable energy credit, 60% for full cred. Regs just doubled requirements.
Punjab Biomass Power planning 96Mw of ricestraw-fired power plants by '17. India estimates potential >17Gw of power from burning crop waste. 3.3Gw already built.
Scotland bus/coach operator boosted biodiesel blend to B30 from B5. Cuts GHG emissions 22%. 950 vehicles.
Petrobras pulled out of $3.5B, 1,300km ethanol pipeline being built by 6-comp JV. Petro had 20% share.
Zeachem completed 250K gal/y cellulosic ethanol biorefinery in OR. Production of acetic acid, ethyl acetate starts by yearend. Ethanol later. $25M from DOE's Integrated Biorefinery program. Local biomass feedstocks include wood, wheat straw.
Iranian defense minister said they no longer have plans to choke off Hormuz. Words are only words. Sanctions hurting?
Trans Canada, unit of Petro China (Phoenix Energy Holdings) to develop $3B oil pipeline to ship oil sands crude to Edmonton. PC expects 400Kb/d from its projects.
EDF Renewable Energy dedicated 140Mw Pacific Wind, 143Mw Catalina Solar project. 1 of largest wind/sol hybrid projects in US. Power going to SDG&E under 2 PPA's. SDG&E now up to 343Mw clean.
SE Asia's largest wind farm - 103Mw - to start ops in Thailand next month. Wind Energy Holding. Goal 1Gw by '20. 45 turbs this farm. Betters 33Mw in PI since '05 for SE Asia title. WEH doing another same sized farm. This one built 300 meters ASL. Getting wind @ 8 meters/sec +. Sea level turbines not doing as well.
Toyota Prius best selling vehicle in Cal.
MidEast, N Africa region needs to spend $250B on power sector - power gen, transmission, distribution - next 5 years to meet demand. Power capacity to increase 7.8% - 124Gw - per year. 380M folks growing 5%/y. Iran will require 20% of total.
Ribbon cutting for 400Mw wind farm in Limon CO. NextEra Energy Resources. GE 1.6Mw turbines. 45-mile 345Kv line. Brings Xcel Energy (PSC of CO) wind energy on CO system to 2.2Gw. NextEra total capacity now ~975Mw.
Market closed again today, of course. 1 hell of a storm. Oil steady over $85. Europe markets were up despite Greece. Asia markets flat and mixed. Wall Street hoping to open tomorrow. Old backup power systems exposed at NYC hospitals. US gasoline supply seen at '90 low. Sandy costs probably to top $20B. Katrina was > $100B. Home prices in 20 US cities increased by most in 2 years. Sandy shouldn't have impact on US GDP. Germany's jobless rate increased for 1st time in 3 years.
Gazprom to spend $25B on 3,200km NG pipeline to Vladivostok and $14B to develop its E Siberia NG field (1.3TCM). Gaz and Japanese energy comps also to build LNG plant in Vlad for 10-20M tons/y capacity by '20.
China Development Bank gave $1.6B loan to Sky Solar Holdings for project development. Solar cell/module makers garnered almost $49B from '10 to last quarter. Finally, attention to projects.
World's 1st flight on 100% drop-in biofuel by National Resources Council of Canada in a Falcon jet. Previously, only 50% blends. Used industrial non-food based oilseed from Agrisoma.
EU to spend ~$900M to build world's most powerful lasers that could destroy nuclear waste and provide new cancer treatment. Extreme Light Infusion project. 2 lasers to be built in Czech Republic and Romania, research center in Hungary.
Water injection intro'd to GOM deepwater wells. Chevron started on Tahiti wells. Expecting extra 10 years of production.
US National Research Council said large scale algae biodiesel production - as it is now - uses unsustainable amounts of water, energy, fertilizer (including CO2, nitrate, phosphate). GHG emissions from algaediesel may not even be lower than from petroldiesel. NRC says continue research on large scale algae.
Tokelau to become world's 1st country (administered by New Zealand) 100% powered by clean/ren energy. Solar and biodies from coconut to gen 150% of island's el demand. Will eliminate $820K/y for imported diesel oil.
S Africa just discovered price fixing collusion among oil majors. Said it dates back to the '80's. Um, we were calling it out during our Watergate special congressional in '74. Chevron, Shell, Total, BP subsids named. 10% of total annual biz fines proposed. BP, Shell apparently will try to brazen it out. S Af's Sasol and Australia's EnGen also named.
OTHER STUFF
Hoard of gold coins from Roman Empire era found in Britain while 700M tons of gold lost (?) at sea.
US imports ~1.45B bls of oil a year from OPEC lately.
Iran banned export of 50 goods. Sanctions biting.
50Mw biomass plant not to be built in Mass. Can't meet new state regs. Woody biomass plants must be 50% efficient for 1/2 renewable energy credit, 60% for full cred. Regs just doubled requirements.
Punjab Biomass Power planning 96Mw of ricestraw-fired power plants by '17. India estimates potential >17Gw of power from burning crop waste. 3.3Gw already built.
Scotland bus/coach operator boosted biodiesel blend to B30 from B5. Cuts GHG emissions 22%. 950 vehicles.
Petrobras pulled out of $3.5B, 1,300km ethanol pipeline being built by 6-comp JV. Petro had 20% share.
Zeachem completed 250K gal/y cellulosic ethanol biorefinery in OR. Production of acetic acid, ethyl acetate starts by yearend. Ethanol later. $25M from DOE's Integrated Biorefinery program. Local biomass feedstocks include wood, wheat straw.
Iranian defense minister said they no longer have plans to choke off Hormuz. Words are only words. Sanctions hurting?
Trans Canada, unit of Petro China (Phoenix Energy Holdings) to develop $3B oil pipeline to ship oil sands crude to Edmonton. PC expects 400Kb/d from its projects.
EDF Renewable Energy dedicated 140Mw Pacific Wind, 143Mw Catalina Solar project. 1 of largest wind/sol hybrid projects in US. Power going to SDG&E under 2 PPA's. SDG&E now up to 343Mw clean.
SE Asia's largest wind farm - 103Mw - to start ops in Thailand next month. Wind Energy Holding. Goal 1Gw by '20. 45 turbs this farm. Betters 33Mw in PI since '05 for SE Asia title. WEH doing another same sized farm. This one built 300 meters ASL. Getting wind @ 8 meters/sec +. Sea level turbines not doing as well.
Toyota Prius best selling vehicle in Cal.
MidEast, N Africa region needs to spend $250B on power sector - power gen, transmission, distribution - next 5 years to meet demand. Power capacity to increase 7.8% - 124Gw - per year. 380M folks growing 5%/y. Iran will require 20% of total.
Ribbon cutting for 400Mw wind farm in Limon CO. NextEra Energy Resources. GE 1.6Mw turbines. 45-mile 345Kv line. Brings Xcel Energy (PSC of CO) wind energy on CO system to 2.2Gw. NextEra total capacity now ~975Mw.
Monday, October 29, 2012
STUFF
TOP STUFF
Sandy. 5 refineries in path. Shutdown or scaled back. 600Kb/d. Heating oil supplies in NY area far below norm. 20 nuke reactors in line of storm. Extra inspectors headed to plants. Oil down to $85 because demand will be lower for awhile. But pump prices will go up with refinery shutdowns/shutbacks. Though Trans Canada reopened up 590kb/d Keystone pipe at lower delivery rates for Midwest refineries. Stock market closed tomorrow too. $20B estimated cost of storm. Will probably rise higher. Europe, Asian markets slightly lower.
Romney changed position. "We will support nuke and "renewables" ... (I presume some clean energy to be supported with that talk) ... "but phase out subsidies once an industry is on its feet". G, could that mean oil, NG or coal?
London Array, world's largest approved offshore wind project, produced it's 1st power. 630Mw 1st phase completion by yearend. Total 1Gw approved. Costs ~21 cents/Kwh to produce. Dong, EON, Masdar developing.
Denmark minister says Denmark can't bail out Vestas.
Sources say Iran has finished installing last of 3K centrifuges @ Fordo.
Using shadowy middle men, multiple bank accounts, fleet of "ghost ships", Iran's coal trade quietly booming, sidestepping sanctions.
China has lifted moratorium on new nuke plant construction.
Antarctica losing avg 190M tons of ice a day. Study used satellites to "weigh" landmass. Parts of E Antarctica growing ice. But W Antartica glaciers melting faster.
Bank of Israel lowered interest rates with limits on mortgages.
China bought 10% share of offshore Brazil oil and gas reserves.
THE REST OF STUFF
Green Plains (GPRE) selling 83% of its grain storage capacity (12 elevators, 32.6M bushel cap), all of its agronomy and retail petrol operations for $133M to Andersons.
China govt promising to cancel expansion of petrochem refinery after 3rd day of protests.
In '49, China relied on coal for 96% of elgen. Now ~70%. Consuming half of world's coal.
German wind turbines overloading Euro grid. Problems will be for years until they upgrade the grids.
Bright Source Energy and Alstom (Europe's 2nd largest power equipment maker) plan to expand their partnership to India and Australia. BSE raised $80M in new equity financing, led by Alstom and Vantage Point Capital Partners. BSE builds CSP solar plants - the mirrored solar to a central tower that stores the heat with molten salt or whatever so it can yield near 24/7 energy. Goldman Sachs, Chevron, BP also invested.
Softbank's (Japan) SB Energy to develop up to 300Mw of wind power in Mongolia Gobi.
Ocean Power Tech (OPTT) got $900K contract from Mitsui (JP) to further develop their tech for Japan sea conditions.
Australia's 20% by '20 clean/ren target has delivered $18.5B of investment, half of potential.
Indonesia wants 25% clean/ren elgen by '25. 7% now.
Asia-Pacific energy storage market projected $12B in 10 years. 25Gw capacity.
S Africa seeking new bids for 3.2Gw of clean/ren projects by '20. Targets 1.47Gw onshore wind, 400Mw CSP, > 1Gw solar PV, 60Mw small hydro, > 47Mw each from biomass and biogas, 100Mw from other small projects. They also want to produce 2.5Gw more from coal and 2.4Gw more from large hydro by '24 and 2.5Gw of extra NG power by '25.
US Oil Sands' Utah oil sands project to initially produce 2Kb/d.
Canada's Terraseis discovered oil along Afghan, Turkmenistan border.
China imported 1.38M tons LNG in Sept, up 20% yoy.
Australia's Santos launched country's 1st commercial shale gas well.
Canada's Suncor said Firebug oil sands facility hit design cap of ~120Kb/d.
Novozymes (Denmark) bought 10% of Beta Renewables (Italy) for $115M. To jointly market, demo, guarantee cellulosic biofuels.
BIOX (Canada) halted biodiesel production at Ontario plant. 67M liters.
Google ran biofuel car 2,500 miles on 5% Cool Planet blend. Working on high-octane gas @ $1.50/gal w/out govt subsidies. Cool Planet concurring.
Petrobras, Brazil Ministry of Fisheries and Aquiculture to explore production of biodiesel from residual fish oil. Brazil wants to increase its fishing industry to 2M tons by '14.
FAA to form Center of Excellence to further alternate jet fuels research, enviro research.
Total (FR) made oil discovery in Norway's North Sea. (I might have previously reported this.)
Sunportal - JV with Brit, S Korea scientists - can deliver natural sunlight to unlit areas in buildings. Pipes, mirrors, relay lenses, diffusers. Can lower costs 20-25% (v. LED's?).
Michigan Tech study found solar panels work better with snow on ground (and in trees) because of higher reflection. Albedo effect. Ever needed sunglasses with snow on ground? Let alone sunglasses above clouds if flying IFR.
Sandy. 5 refineries in path. Shutdown or scaled back. 600Kb/d. Heating oil supplies in NY area far below norm. 20 nuke reactors in line of storm. Extra inspectors headed to plants. Oil down to $85 because demand will be lower for awhile. But pump prices will go up with refinery shutdowns/shutbacks. Though Trans Canada reopened up 590kb/d Keystone pipe at lower delivery rates for Midwest refineries. Stock market closed tomorrow too. $20B estimated cost of storm. Will probably rise higher. Europe, Asian markets slightly lower.
Romney changed position. "We will support nuke and "renewables" ... (I presume some clean energy to be supported with that talk) ... "but phase out subsidies once an industry is on its feet". G, could that mean oil, NG or coal?
London Array, world's largest approved offshore wind project, produced it's 1st power. 630Mw 1st phase completion by yearend. Total 1Gw approved. Costs ~21 cents/Kwh to produce. Dong, EON, Masdar developing.
Denmark minister says Denmark can't bail out Vestas.
Sources say Iran has finished installing last of 3K centrifuges @ Fordo.
Using shadowy middle men, multiple bank accounts, fleet of "ghost ships", Iran's coal trade quietly booming, sidestepping sanctions.
China has lifted moratorium on new nuke plant construction.
Antarctica losing avg 190M tons of ice a day. Study used satellites to "weigh" landmass. Parts of E Antarctica growing ice. But W Antartica glaciers melting faster.
Bank of Israel lowered interest rates with limits on mortgages.
China bought 10% share of offshore Brazil oil and gas reserves.
THE REST OF STUFF
Green Plains (GPRE) selling 83% of its grain storage capacity (12 elevators, 32.6M bushel cap), all of its agronomy and retail petrol operations for $133M to Andersons.
China govt promising to cancel expansion of petrochem refinery after 3rd day of protests.
In '49, China relied on coal for 96% of elgen. Now ~70%. Consuming half of world's coal.
German wind turbines overloading Euro grid. Problems will be for years until they upgrade the grids.
Bright Source Energy and Alstom (Europe's 2nd largest power equipment maker) plan to expand their partnership to India and Australia. BSE raised $80M in new equity financing, led by Alstom and Vantage Point Capital Partners. BSE builds CSP solar plants - the mirrored solar to a central tower that stores the heat with molten salt or whatever so it can yield near 24/7 energy. Goldman Sachs, Chevron, BP also invested.
Softbank's (Japan) SB Energy to develop up to 300Mw of wind power in Mongolia Gobi.
Ocean Power Tech (OPTT) got $900K contract from Mitsui (JP) to further develop their tech for Japan sea conditions.
Australia's 20% by '20 clean/ren target has delivered $18.5B of investment, half of potential.
Indonesia wants 25% clean/ren elgen by '25. 7% now.
Asia-Pacific energy storage market projected $12B in 10 years. 25Gw capacity.
S Africa seeking new bids for 3.2Gw of clean/ren projects by '20. Targets 1.47Gw onshore wind, 400Mw CSP, > 1Gw solar PV, 60Mw small hydro, > 47Mw each from biomass and biogas, 100Mw from other small projects. They also want to produce 2.5Gw more from coal and 2.4Gw more from large hydro by '24 and 2.5Gw of extra NG power by '25.
US Oil Sands' Utah oil sands project to initially produce 2Kb/d.
Canada's Terraseis discovered oil along Afghan, Turkmenistan border.
China imported 1.38M tons LNG in Sept, up 20% yoy.
Australia's Santos launched country's 1st commercial shale gas well.
Canada's Suncor said Firebug oil sands facility hit design cap of ~120Kb/d.
Novozymes (Denmark) bought 10% of Beta Renewables (Italy) for $115M. To jointly market, demo, guarantee cellulosic biofuels.
BIOX (Canada) halted biodiesel production at Ontario plant. 67M liters.
Google ran biofuel car 2,500 miles on 5% Cool Planet blend. Working on high-octane gas @ $1.50/gal w/out govt subsidies. Cool Planet concurring.
Petrobras, Brazil Ministry of Fisheries and Aquiculture to explore production of biodiesel from residual fish oil. Brazil wants to increase its fishing industry to 2M tons by '14.
FAA to form Center of Excellence to further alternate jet fuels research, enviro research.
Total (FR) made oil discovery in Norway's North Sea. (I might have previously reported this.)
Sunportal - JV with Brit, S Korea scientists - can deliver natural sunlight to unlit areas in buildings. Pipes, mirrors, relay lenses, diffusers. Can lower costs 20-25% (v. LED's?).
Michigan Tech study found solar panels work better with snow on ground (and in trees) because of higher reflection. Albedo effect. Ever needed sunglasses with snow on ground? Let alone sunglasses above clouds if flying IFR.
STUFF
Sandy possibly biggest storm ever to hit US. More anecdotal evidence of climate change? Hope all get through it safely.
Walmart has 144 rooftop solar systems installed at stores. 65Mw total. Goal to power all their stores with 100% clean energy. Last year saved ~$1M in operating costs from installs. Costco next with 39Mw installed. Kohl's 36Mw. IKEA 21Mw, and so on. Top 10 comps have deployed more solar than most US el utilities.
Lootah Biofuels (Dubai) partnered up with Singapore's Algae Oil to develop potential 100bls/hectare/yr algae plant.
Algae.Tec (Australia) allied with Lufthansa to build algae biofuel plant. Lufthansa will buy at least 50% of the algae crude produced.
US crude oil production growing to 6.85Mb/d next year. Crude and liquid hydrocarbons together expected to hit 11.4Mb/d. US demand now ~18.7Mb/d.
Thomas College erecting 170Kw solar system, Maine's largest. Will provide 11% of school's needs. 15-year pay out. $700K cost. Thomas to pay only $175K because of power purchase agreement.
China (CNPC) 1st to begin Afghan oil extraction. Production should reach 1.5Mb/yr. Amu Darya Basin est. reserves 87M bls. How much of the revenues will get to Taliban hands? CNPC also building refinery in Turkmenistan to process the Afghan crude.
Fed, state, local govt spending ~41% of US GDP. If feds used GAAP accounting standards, real budget deficit would have been $5T in '11, not $1.3T. And we were paying down $5T debt in '00. Way too sad.
Duke building 12.5Mw $40M solar farm on NC coast. Yearend completion. Apple finishing up 20Mw solar farm at their data center, will be NC's largest solar facil. Duke ops 61Mw of sol, > 1Gw of wind.
Lawrence Berkeley Lab broke ground on $54M Solar Energy Research Center. Will focus on nanotech aps for solar.
Walmart has 144 rooftop solar systems installed at stores. 65Mw total. Goal to power all their stores with 100% clean energy. Last year saved ~$1M in operating costs from installs. Costco next with 39Mw installed. Kohl's 36Mw. IKEA 21Mw, and so on. Top 10 comps have deployed more solar than most US el utilities.
Lootah Biofuels (Dubai) partnered up with Singapore's Algae Oil to develop potential 100bls/hectare/yr algae plant.
Algae.Tec (Australia) allied with Lufthansa to build algae biofuel plant. Lufthansa will buy at least 50% of the algae crude produced.
US crude oil production growing to 6.85Mb/d next year. Crude and liquid hydrocarbons together expected to hit 11.4Mb/d. US demand now ~18.7Mb/d.
Thomas College erecting 170Kw solar system, Maine's largest. Will provide 11% of school's needs. 15-year pay out. $700K cost. Thomas to pay only $175K because of power purchase agreement.
China (CNPC) 1st to begin Afghan oil extraction. Production should reach 1.5Mb/yr. Amu Darya Basin est. reserves 87M bls. How much of the revenues will get to Taliban hands? CNPC also building refinery in Turkmenistan to process the Afghan crude.
Fed, state, local govt spending ~41% of US GDP. If feds used GAAP accounting standards, real budget deficit would have been $5T in '11, not $1.3T. And we were paying down $5T debt in '00. Way too sad.
Duke building 12.5Mw $40M solar farm on NC coast. Yearend completion. Apple finishing up 20Mw solar farm at their data center, will be NC's largest solar facil. Duke ops 61Mw of sol, > 1Gw of wind.
Lawrence Berkeley Lab broke ground on $54M Solar Energy Research Center. Will focus on nanotech aps for solar.
Sunday, October 28, 2012
GRAPHENE REPORT
Graphene is a 1-atom thick sheet of carbon atoms in a hexagonic crystal lattice. 200x stronger than steel. Tougher than diamond. World's thinnest material. Flexible, transparent. Conducts el and heat very well. Stocks: AIXG, CVV, FCSMF, NGPHF, GTI, CHGI, PKX.
New York awarded $250K each to 2 graphene-based energy storage projects. Graphene Devices to develop graphene-based capacitors with 3x energy density of current devices at same cost. Custom Electronics wants to develop electrolytic graphene capacitor for grid backup.
Rice U, NIST announced $2.7M, 5-year project to study how nanoparticles - particularly fullerenes, nanotubes and graphene - operate and interact at molecular, atomic scales.
DOE selected XG Sciences to develop high-energy lithium ion batt materials for extended-range EV's. Silicon-graphene nanocomposite anode material. Significant increases in energy storage capacity over traditional graphite. Collab with LG Chem Power, GA Tech.
U of Manchester scientists made nanoscale transformer from stacked graphene sheets separated by record 4 atomic layers of boron nitride for insulators.
Scientists from U of Alberta, National Resource Council of Canada developed new material - a 3D sponge-like graphene that can make super capacitor electrodes for supercapacitors to compete with lith-ion batts. Multiwalled carbon nanotubes using cobalt and a cyanine.
Beijing Inst of Tech created lightest graphene framework to date. Fire resistant - able to withstand repeated burning without structural damage. Record-breaking adsorption, capacitance. Doped graphene with nitrogen. Able to absorb 200-600x its own weight of oil, other non-polar liquids.
Angstron Materials developed new graphene-modified lubricant. US patent. Improved thermal conductivity, friction reduction, exceptional viscosity stability.
Nobel professor, colleague released graphene roadmap. Possible aps, different ways to make it. 1st ap is conductors for touch screen displays. By '20, photodetectors, wireless com, THz generators. Replacing silicon and delivering anti-cancer drugs further out.
Graphene can be selectively and reversibly doped with light. Plasmonic nano antenna attached to graphene. Graphene doped by hot electrons generated from antenna. Doping control by changing antenna size or laser wavelength, power density.
Lawrence Livermore new method to mass produce graphene-based materials. Polymer-derived carbon foams, selectively removing carbon atoms from unstructured carbon, graphite nanoplatelets. Physical properties can be changed by external signal. Inexpensive, scalable. May be good for energy storage or capacitive desalination.
Singapore A STAR Inst, US researchers have new way to pack molecules using graphene and graphone (graphene hydrogenated on 1 side). Idea is to trap molecules. Stable well above room temp. Useful energy storage or bio aps.
Graphene market to reach $100M by '18. Aps include RFID, smart packaging, supercapacitors, composites, sensors, computer logic and memory.
UT Dallas researchers shrunk size of graphene pore to < 1NM. Small enough to thread a DNA strand. Possible use in DNA sequencing. Uses electron beam from advanced electron microscope and 1,200C heat. 1st time graphene nanopore controlled.
U of CO Boulder researchers demo'd graphene membranes with tiny pores can effectively, efficiently separate gas molecules using UV light. Uses in NG production, power plant CO2 emissions reduction.
US Navy researchers discovered way to use graphene as extremely thin "tunnel barrier" to conduction. Useful for spintronic devices.
Highly transparent, flexible, resistive memory made from silicon oxide, graphene. Rice U researchers who in '08 found SiOx alone can be a switch.
Planar Tech offering graphene samples - graphene on copper foil, graphene on UV tape, large-area single-crystal graphene, more.
Iran researchers have process to produce graphene with laser ablation in liquid nitrogen with fast-flow circulation.
Denmark researchers say graphene can be used to develop hyper lens to work in THz range. Lens behaves as metal in 1 direction, insulator in other. Tunable by applying voltage to graphene layers.
Graphene coating can make copper up to 100x more resistant to corrosion. Monash U, Rice U.
BASF, Max Planck, Carbon Materials Innovation Center researching science, aps of graphene. 10M Euro invested so far for 3 years.
New York awarded $250K each to 2 graphene-based energy storage projects. Graphene Devices to develop graphene-based capacitors with 3x energy density of current devices at same cost. Custom Electronics wants to develop electrolytic graphene capacitor for grid backup.
Rice U, NIST announced $2.7M, 5-year project to study how nanoparticles - particularly fullerenes, nanotubes and graphene - operate and interact at molecular, atomic scales.
DOE selected XG Sciences to develop high-energy lithium ion batt materials for extended-range EV's. Silicon-graphene nanocomposite anode material. Significant increases in energy storage capacity over traditional graphite. Collab with LG Chem Power, GA Tech.
U of Manchester scientists made nanoscale transformer from stacked graphene sheets separated by record 4 atomic layers of boron nitride for insulators.
Scientists from U of Alberta, National Resource Council of Canada developed new material - a 3D sponge-like graphene that can make super capacitor electrodes for supercapacitors to compete with lith-ion batts. Multiwalled carbon nanotubes using cobalt and a cyanine.
Beijing Inst of Tech created lightest graphene framework to date. Fire resistant - able to withstand repeated burning without structural damage. Record-breaking adsorption, capacitance. Doped graphene with nitrogen. Able to absorb 200-600x its own weight of oil, other non-polar liquids.
Angstron Materials developed new graphene-modified lubricant. US patent. Improved thermal conductivity, friction reduction, exceptional viscosity stability.
Nobel professor, colleague released graphene roadmap. Possible aps, different ways to make it. 1st ap is conductors for touch screen displays. By '20, photodetectors, wireless com, THz generators. Replacing silicon and delivering anti-cancer drugs further out.
Graphene can be selectively and reversibly doped with light. Plasmonic nano antenna attached to graphene. Graphene doped by hot electrons generated from antenna. Doping control by changing antenna size or laser wavelength, power density.
Lawrence Livermore new method to mass produce graphene-based materials. Polymer-derived carbon foams, selectively removing carbon atoms from unstructured carbon, graphite nanoplatelets. Physical properties can be changed by external signal. Inexpensive, scalable. May be good for energy storage or capacitive desalination.
Singapore A STAR Inst, US researchers have new way to pack molecules using graphene and graphone (graphene hydrogenated on 1 side). Idea is to trap molecules. Stable well above room temp. Useful energy storage or bio aps.
Graphene market to reach $100M by '18. Aps include RFID, smart packaging, supercapacitors, composites, sensors, computer logic and memory.
UT Dallas researchers shrunk size of graphene pore to < 1NM. Small enough to thread a DNA strand. Possible use in DNA sequencing. Uses electron beam from advanced electron microscope and 1,200C heat. 1st time graphene nanopore controlled.
U of CO Boulder researchers demo'd graphene membranes with tiny pores can effectively, efficiently separate gas molecules using UV light. Uses in NG production, power plant CO2 emissions reduction.
US Navy researchers discovered way to use graphene as extremely thin "tunnel barrier" to conduction. Useful for spintronic devices.
Highly transparent, flexible, resistive memory made from silicon oxide, graphene. Rice U researchers who in '08 found SiOx alone can be a switch.
Planar Tech offering graphene samples - graphene on copper foil, graphene on UV tape, large-area single-crystal graphene, more.
Iran researchers have process to produce graphene with laser ablation in liquid nitrogen with fast-flow circulation.
Denmark researchers say graphene can be used to develop hyper lens to work in THz range. Lens behaves as metal in 1 direction, insulator in other. Tunable by applying voltage to graphene layers.
Graphene coating can make copper up to 100x more resistant to corrosion. Monash U, Rice U.
BASF, Max Planck, Carbon Materials Innovation Center researching science, aps of graphene. 10M Euro invested so far for 3 years.
Friday, October 26, 2012
FRIDAY CLOSE
(stock #'s in %)
Market flat, mixed. Volume normal. Naz 200-day lines holding. Oil held at $86.
BOPO up 70 on 100 shares. O come on. BLDW up 54. MKTY up 50. XDSL up 45. AMPD up 42. LEXG up 39. BHWX up 37. CRCL up 25. WTWO up 20. ECOS up 18. GWBU up 15. TRKP up 13. PSPW up 11. ENZR up 10. KIOR up another 5. NENE up 2.
VLNCQ down 26. AEHI down 20. MXWL, IFXY down 16. ASTI, CBAK, NGLPF down 14. CWET down 13. SOPW down 12. CSGH, JUHL down 11. NPWZ, PRHL down 10. XSNX down 4. NTCXF down 1.
Market flat, mixed. Volume normal. Naz 200-day lines holding. Oil held at $86.
BOPO up 70 on 100 shares. O come on. BLDW up 54. MKTY up 50. XDSL up 45. AMPD up 42. LEXG up 39. BHWX up 37. CRCL up 25. WTWO up 20. ECOS up 18. GWBU up 15. TRKP up 13. PSPW up 11. ENZR up 10. KIOR up another 5. NENE up 2.
VLNCQ down 26. AEHI down 20. MXWL, IFXY down 16. ASTI, CBAK, NGLPF down 14. CWET down 13. SOPW down 12. CSGH, JUHL down 11. NPWZ, PRHL down 10. XSNX down 4. NTCXF down 1.
STUFF
Mid American (Buffett) to develop Candian power projects.
BP scrapped plans to build 36M gal/y cellulosic ethanol plant in FL. To focus instead on developing next gen biofuel tech. I thought cellulosic WAS next gen.
Scientists discovered bacteria that functions as living el cables on seabed of Dane bay.
NOAA: 2nd smallest ozone hole over Antarctic in 20 years. Warmer temps in high atmos. Do global warming gases escape out of the ozone hole?
Elevated levels of cesium in fish off coast of Japan. Fuku radiation could contaminate sea life for decades.
Novozymes cut its US ethanol production further.
Methane destabilizing off US east coast may add to global warming: study.
Copenhagen to expand use of seawater to cool buildings.
BP: containment dome causing recent oil leak in GOM has been capped.
Inter American Development Bank approved $200M financing for Costa Rica 305Mw hydropower project. Bank approved $670M loan for the project in May. Total cost $1.1B. Will be ~10% of country's elgen with '16 completion.
Countries increasing trade with Iran using gold to avoid sanctions.
Sway Turbine (Norway) developed 10Mw wind turbine. Broke Enercon's 8Mw record. Designed for offshore. Cheaper, lighter magnets in generator. Going to put up prototype, but looking for investors.
Damen Shipyards (Netherlands) launched world's 1st ever diesel-el hybrid tugboat. 10-30% fuel savings, 20-60% emissions reduction.
E.On (Germ) to pull out of 34% stake in Finland nuke plant project.
Demand for biodiesel falling as industry meets US fed production mandate.
Tesla getting opposition from car dealers over their comp-owned dealerships.
BP scrapped plans to build 36M gal/y cellulosic ethanol plant in FL. To focus instead on developing next gen biofuel tech. I thought cellulosic WAS next gen.
Scientists discovered bacteria that functions as living el cables on seabed of Dane bay.
NOAA: 2nd smallest ozone hole over Antarctic in 20 years. Warmer temps in high atmos. Do global warming gases escape out of the ozone hole?
Elevated levels of cesium in fish off coast of Japan. Fuku radiation could contaminate sea life for decades.
Novozymes cut its US ethanol production further.
Methane destabilizing off US east coast may add to global warming: study.
Copenhagen to expand use of seawater to cool buildings.
BP: containment dome causing recent oil leak in GOM has been capped.
Inter American Development Bank approved $200M financing for Costa Rica 305Mw hydropower project. Bank approved $670M loan for the project in May. Total cost $1.1B. Will be ~10% of country's elgen with '16 completion.
Countries increasing trade with Iran using gold to avoid sanctions.
Sway Turbine (Norway) developed 10Mw wind turbine. Broke Enercon's 8Mw record. Designed for offshore. Cheaper, lighter magnets in generator. Going to put up prototype, but looking for investors.
Damen Shipyards (Netherlands) launched world's 1st ever diesel-el hybrid tugboat. 10-30% fuel savings, 20-60% emissions reduction.
E.On (Germ) to pull out of 34% stake in Finland nuke plant project.
Demand for biodiesel falling as industry meets US fed production mandate.
Tesla getting opposition from car dealers over their comp-owned dealerships.
FRIDAY OPEN
(stock #'s in %)
Market down 35/14/6. Volume normal. Oil down under $86. US GDP 3Q up to 2% on consumer, govt spending.
MKTY up 41. VNDB up 25. WTWO up 20. NFEC up 17 on 500 shares. ECOS up 16. XDSL up 13. VSPC up 7. NENE up 3.
SATCQ down 34. Topped out yesterday after noon. SOPW, AQNM down 22. MXWL down 21 on downgrade and reporting Q yesterday. AEHI, NGLPF down 20 both on nominal volume. LTBR down 13. TMEN down 10. NTCXF down 3.
Market down 35/14/6. Volume normal. Oil down under $86. US GDP 3Q up to 2% on consumer, govt spending.
MKTY up 41. VNDB up 25. WTWO up 20. NFEC up 17 on 500 shares. ECOS up 16. XDSL up 13. VSPC up 7. NENE up 3.
SATCQ down 34. Topped out yesterday after noon. SOPW, AQNM down 22. MXWL down 21 on downgrade and reporting Q yesterday. AEHI, NGLPF down 20 both on nominal volume. LTBR down 13. TMEN down 10. NTCXF down 3.
Thursday, October 25, 2012
STUFF
China's highest court to hear Sinovel/AMSC case this week.
By end of '13, Qatar Airways will be using NG jetfuel from Shell's NG-to-liquids refinery. S Africa was ahead of this wave, making diesel, jetfuel from coal because of apartheid sanctions.
Chevron buying Lithuania stake. Intent on fracking shale NG.
Corn ethanol makers weighing switch to butanol. More energy than ethanol, easier to handle. But plants would need retrofits and would lose capacity. So. What's better?
Agency: EU on track to meet Kyoto Protocol targets for emission reductions.
Study: clean E can save EU up to $4T by '50. With almost C-free energy. With 99B Euro investment?
Utah water panel cleared way for US' 1st commercial-scale oil sands mine. Upheld state permit.
NY's aging power grid will need major work: state official.
500 chefs, restaurant owners want tracability standards for fisheries.
US drought: parched areas continue to shrink, but not in worst-hurt areas.
OR LNG terminal on hold after court upheld land-use decision.
WalMart urging suppliers to meet enviro standards, improve E efficiencies.
Study: diesel exhaust creates more smog than gasoline. And who doesn't know that? We needed another study of that? How much did that cost?
Bulgaria voters to decide whether to proceed with nuke power or not.
HSOL bought Q.CELLS to become world's 3rd largest solar manufacturer. Let's see, 1st is FSLR?
Brazil's 362Mw hydropower plant got permit after 11-year delay. $600M invested. Operating permit also granted for 3.7Gw hydro plant.
China has increased its oil consumption by avg 5.8% every year since '81.
Aemetis (AMTX) got US patent for breaking down cellulosic walls. Enzymes bind to depolymerize cellulose. If I got that right.
Cool Planet Biofuels says it can produce fuels for $1.50/gal with $50M plant producing 10M gal/y. Feedstock within 30-mile radius. Needs investors to get 1st commercial plant going by '14.
S Korea researchers boosted efficiency of bacteria to increase production of butanol using systems metabolic engineering.
$12M bounty for al-qaeda hunt in Iran.
Oil sands crude fell to $48/bl below Brent. Not profitable.
NV Energy wants $9.8M surcharge to make up for conservation measures.
By end of '13, Qatar Airways will be using NG jetfuel from Shell's NG-to-liquids refinery. S Africa was ahead of this wave, making diesel, jetfuel from coal because of apartheid sanctions.
Chevron buying Lithuania stake. Intent on fracking shale NG.
Corn ethanol makers weighing switch to butanol. More energy than ethanol, easier to handle. But plants would need retrofits and would lose capacity. So. What's better?
Agency: EU on track to meet Kyoto Protocol targets for emission reductions.
Study: clean E can save EU up to $4T by '50. With almost C-free energy. With 99B Euro investment?
Utah water panel cleared way for US' 1st commercial-scale oil sands mine. Upheld state permit.
NY's aging power grid will need major work: state official.
500 chefs, restaurant owners want tracability standards for fisheries.
US drought: parched areas continue to shrink, but not in worst-hurt areas.
OR LNG terminal on hold after court upheld land-use decision.
WalMart urging suppliers to meet enviro standards, improve E efficiencies.
Study: diesel exhaust creates more smog than gasoline. And who doesn't know that? We needed another study of that? How much did that cost?
Bulgaria voters to decide whether to proceed with nuke power or not.
HSOL bought Q.CELLS to become world's 3rd largest solar manufacturer. Let's see, 1st is FSLR?
Brazil's 362Mw hydropower plant got permit after 11-year delay. $600M invested. Operating permit also granted for 3.7Gw hydro plant.
China has increased its oil consumption by avg 5.8% every year since '81.
Aemetis (AMTX) got US patent for breaking down cellulosic walls. Enzymes bind to depolymerize cellulose. If I got that right.
Cool Planet Biofuels says it can produce fuels for $1.50/gal with $50M plant producing 10M gal/y. Feedstock within 30-mile radius. Needs investors to get 1st commercial plant going by '14.
S Korea researchers boosted efficiency of bacteria to increase production of butanol using systems metabolic engineering.
$12M bounty for al-qaeda hunt in Iran.
Oil sands crude fell to $48/bl below Brent. Not profitable.
NV Energy wants $9.8M surcharge to make up for conservation measures.
THURSDAY OPEN
(stock #'s in %)
Market up 25/6/2. Volume above average. Oil up over $86. Britain exited recession with strongest expansion in 5 years.
AONE up 33. SATC up 26. Up 5x last 7 days. And bankrupt. WTWO up 20. VLNCQ up 18 more. XDSL up 17. NTCXF up 15. Built 1st absolute black silicon solar cell using scalable process. AQNM up 13. KIOR up another 7, day 2 of run off bottom. NENE up 3.
LEXG down 13. ORYN, CWET down 11. XSNX down 4 more.
Market up 25/6/2. Volume above average. Oil up over $86. Britain exited recession with strongest expansion in 5 years.
AONE up 33. SATC up 26. Up 5x last 7 days. And bankrupt. WTWO up 20. VLNCQ up 18 more. XDSL up 17. NTCXF up 15. Built 1st absolute black silicon solar cell using scalable process. AQNM up 13. KIOR up another 7, day 2 of run off bottom. NENE up 3.
LEXG down 13. ORYN, CWET down 11. XSNX down 4 more.
Wednesday, October 24, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market down 25/8/4. Volume a little above average. Oil stayed down under $86. Fed stayed pat. Naz still above 200-day lines.
PRHL up 80. SATC rebound up 68. What bankruptcy? O, we're bankrupt? Rut roh. Shorting candidate? VLNCQ up 41. Also bankrupt. APWR up 20. No clue of their standing. INIS up 19. AMRS up 16. Could be a buy. Volume strong. VSPC up 14. Nice 4-day run. CSGH up 11. KIOR up 10. Maybe a run-up off new bottom. Check the chart.
AMLM down 35. Up. Down. AONE down 33. A bankruptcy behaving as you might think. Especially one with DOE loan guarantee bought by China then assets sold off to Johnson Controls. I guess we have to love the market. SLMU down 28. AEHI down 25. CWET, GWBU down 14. NENE stayed down 5. XSNX down 4. NTCXF down 3. GERS down 2. ORYN down 1. ORYN the latest hyped from the emails.
Market down 25/8/4. Volume a little above average. Oil stayed down under $86. Fed stayed pat. Naz still above 200-day lines.
PRHL up 80. SATC rebound up 68. What bankruptcy? O, we're bankrupt? Rut roh. Shorting candidate? VLNCQ up 41. Also bankrupt. APWR up 20. No clue of their standing. INIS up 19. AMRS up 16. Could be a buy. Volume strong. VSPC up 14. Nice 4-day run. CSGH up 11. KIOR up 10. Maybe a run-up off new bottom. Check the chart.
AMLM down 35. Up. Down. AONE down 33. A bankruptcy behaving as you might think. Especially one with DOE loan guarantee bought by China then assets sold off to Johnson Controls. I guess we have to love the market. SLMU down 28. AEHI down 25. CWET, GWBU down 14. NENE stayed down 5. XSNX down 4. NTCXF down 3. GERS down 2. ORYN down 1. ORYN the latest hyped from the emails.
STUFF
Fed judge sided with enviros challenging GM crops on national wildlife refuges in 10 Southeastern states. Most common were corn, soy resistant to Roundup.
Admin to issue offshore wind lease off Del. Country's 2nd wind lease, 1st under DOI's "smart from the start" program. NRG, project owner, has been trying to sell the proposed 450Mw farm. No customers lined up for the power. Offshore project costs ~22 cents/Kwh v. onshore 8.3 cents. Exactly, stick with onshore. At least for now. Unless those aren't the real numbers.
Neb reroute has dampened Keystone XL protests.
FERC: 433Mw new elgen capacity added in US in Sept. 300Mw of wind in 5 projects, 133Mw of solar in 18 projects. 1st 9 months of '12 we got online 4Gw of wind in 77 projects, 936Mw in 154 solar projects, 340Mw of biomass in 76 projects, 123Mw of geothermal from 7 projects, 9Mw of hydro from 10 projects, 3Mw of waste heat from 1 project. New NG in the 9 months was 4.6Gw in 61 projects, 2.3Gw in new coal with 3 projects. Clean/renewable energy now 15% of total US elgen.
Windpower surpassing hydropower for 1st time in US Northwest.
West TX farmers grappling with water pumping restrictions for 1st time.
Report: smog just as harmful to health as malaria, TB. What's smog? GHG emissions, especially with temp inversions.
Soy Energy to idle 30M gal/y biodiesel plant in Iowa. Tough market conditions, expiration of biodiesel blenders tax credit cited.
England engineers creating petrol from air. CO2 removed from atmos mixed with sodium hydroxide. Resultant sodium carbonate solution electrolysed to make pure CO2. Spate process collects water vapor from air and H separated. CO2, H then combined to form methane. Passed through gasoline fuel reactor to make petrol. Industry scale ~15 years out. No mention of economics.
Ikea pledging energy independence by '20 using wind, solar.
Admin to issue offshore wind lease off Del. Country's 2nd wind lease, 1st under DOI's "smart from the start" program. NRG, project owner, has been trying to sell the proposed 450Mw farm. No customers lined up for the power. Offshore project costs ~22 cents/Kwh v. onshore 8.3 cents. Exactly, stick with onshore. At least for now. Unless those aren't the real numbers.
Neb reroute has dampened Keystone XL protests.
FERC: 433Mw new elgen capacity added in US in Sept. 300Mw of wind in 5 projects, 133Mw of solar in 18 projects. 1st 9 months of '12 we got online 4Gw of wind in 77 projects, 936Mw in 154 solar projects, 340Mw of biomass in 76 projects, 123Mw of geothermal from 7 projects, 9Mw of hydro from 10 projects, 3Mw of waste heat from 1 project. New NG in the 9 months was 4.6Gw in 61 projects, 2.3Gw in new coal with 3 projects. Clean/renewable energy now 15% of total US elgen.
Windpower surpassing hydropower for 1st time in US Northwest.
West TX farmers grappling with water pumping restrictions for 1st time.
Report: smog just as harmful to health as malaria, TB. What's smog? GHG emissions, especially with temp inversions.
Soy Energy to idle 30M gal/y biodiesel plant in Iowa. Tough market conditions, expiration of biodiesel blenders tax credit cited.
England engineers creating petrol from air. CO2 removed from atmos mixed with sodium hydroxide. Resultant sodium carbonate solution electrolysed to make pure CO2. Spate process collects water vapor from air and H separated. CO2, H then combined to form methane. Passed through gasoline fuel reactor to make petrol. Industry scale ~15 years out. No mention of economics.
Ikea pledging energy independence by '20 using wind, solar.
WEDNESDAY OPEN
(stock #'s in %)
Market up 42/2/2. Volume heavy. Oil down under $86. New US home sales up in Sept to 2-year high. Euro recession depends - manufacturing, services indeces down.
PRHL up 80 on 200 shares. SATC rebound up 26. EWRL, VLNCQ up 11.
AONE down 30. SLMU down 28. CRCL down 10. GERS down 9. NENE down 5.
Market up 42/2/2. Volume heavy. Oil down under $86. New US home sales up in Sept to 2-year high. Euro recession depends - manufacturing, services indeces down.
PRHL up 80 on 200 shares. SATC rebound up 26. EWRL, VLNCQ up 11.
AONE down 30. SLMU down 28. CRCL down 10. GERS down 9. NENE down 5.
Tuesday, October 23, 2012
STUFF
Potentially significant mineral deposits found on Arctic seafloor. Lithium, vanadium, rare earth elements.
Farm runoff degrading coastal sea marshes more quickly than previously thought: study. Not only harms plants, animals but undermines storage capacity of world's primary carbon sinks.
Climate change will increase methane emissions from rice paddies: study.
Effort launched to find wheat that can adapt to hotter world.
Adapting to erosion, rising sea levels in Delaware could cost $220M: state agency. Wonder how large the bill will be for FL. I still say desalination plants and pipe water inland for ag irrigation.
Climate change altering Zimbabwe's agri zones. Not the only ones affected.
Santee Cooper to shut down coal plants rather than pay for upgrades.
Subsea energy mining got 1st US graduate program.
BP getting $17B for selling share of Russian JV to Rosneft.
LDK Solar selling chunk of itself with new shares to partly China-owned consortium for enough cash to fund operations for another month or 2.
Congo's new power export plan may give new life to 4.3Gw hydropower project. Was stalled in Feb when aluminum smelter project plans abandoned. China, S Korea comps bidding to build $9B project.
200 scientists warn of invasive risks as EPA weighs new biofuels feedstocks.
Hydrogen leaks from pipe latest problem at San Onofre nuke plant in Cal (still shut down).
DOE confirmed slow radioactive leak at Hanford.
Scientists convicted in Italy for failing to warn on earthquake.
LNG demand in Japan has peaked.
GA ethanol plant idled due to corn prices.
Hyrax Energy, Wisc Alumni Research Foundation joint licensing agreement for renewable chem/biofuel production method using ionic liquids to transform cellulosic biomass without enzymes or pretreat.
FL gov urging EPA to cut ethanol requirement to save cattle industry.
UAE's Dana Gas discovered 4-6BCF NG deposit in Nile Delta. Eqypt's 2nd NG discovery this year.
Marathon paid $32M for stake in Africa Oil's Kenya exploration blocks. $25M more next 3 years for share of exploration/development costs.
Kurds have begun to independently sell their oil on intl markets. Will ship by truck through Turkey.
Maldives plans to begin development of $138M renewable energy project for 26MW that will produce 30% of el for 30 islands.
S Korea chosen as host for UN's new $100B Green Climate Fund.
Jinko Solar got contract from 3 Gorges New Energy for 50Mw PV plant.
Farm runoff degrading coastal sea marshes more quickly than previously thought: study. Not only harms plants, animals but undermines storage capacity of world's primary carbon sinks.
Climate change will increase methane emissions from rice paddies: study.
Effort launched to find wheat that can adapt to hotter world.
Adapting to erosion, rising sea levels in Delaware could cost $220M: state agency. Wonder how large the bill will be for FL. I still say desalination plants and pipe water inland for ag irrigation.
Climate change altering Zimbabwe's agri zones. Not the only ones affected.
Santee Cooper to shut down coal plants rather than pay for upgrades.
Subsea energy mining got 1st US graduate program.
BP getting $17B for selling share of Russian JV to Rosneft.
LDK Solar selling chunk of itself with new shares to partly China-owned consortium for enough cash to fund operations for another month or 2.
Congo's new power export plan may give new life to 4.3Gw hydropower project. Was stalled in Feb when aluminum smelter project plans abandoned. China, S Korea comps bidding to build $9B project.
200 scientists warn of invasive risks as EPA weighs new biofuels feedstocks.
Hydrogen leaks from pipe latest problem at San Onofre nuke plant in Cal (still shut down).
DOE confirmed slow radioactive leak at Hanford.
Scientists convicted in Italy for failing to warn on earthquake.
LNG demand in Japan has peaked.
GA ethanol plant idled due to corn prices.
Hyrax Energy, Wisc Alumni Research Foundation joint licensing agreement for renewable chem/biofuel production method using ionic liquids to transform cellulosic biomass without enzymes or pretreat.
FL gov urging EPA to cut ethanol requirement to save cattle industry.
UAE's Dana Gas discovered 4-6BCF NG deposit in Nile Delta. Eqypt's 2nd NG discovery this year.
Marathon paid $32M for stake in Africa Oil's Kenya exploration blocks. $25M more next 3 years for share of exploration/development costs.
Kurds have begun to independently sell their oil on intl markets. Will ship by truck through Turkey.
Maldives plans to begin development of $138M renewable energy project for 26MW that will produce 30% of el for 30 islands.
S Korea chosen as host for UN's new $100B Green Climate Fund.
Jinko Solar got contract from 3 Gorges New Energy for 50Mw PV plant.
TUESDAY CLOSE
(stock #'s in %)
Market down 243/26/20. Volume normal. Oil down under $87. Naz 200-day line held.
PPRW up 194. VLNCQ, CSKH up 80. AMLM up 59. CRCL up 47. CWET up 13.
PTOS down 50. PRHL down 44. AEHI down 33. LMRMF down 31. SATC down 30. NGLPF down 18. INIS down 16. AONE down 15. EVSI down 14. BLDW down 13. QTWW, GWBU down 10. XSNX down 7. NENE, NTCXF down 3.
Market down 243/26/20. Volume normal. Oil down under $87. Naz 200-day line held.
PPRW up 194. VLNCQ, CSKH up 80. AMLM up 59. CRCL up 47. CWET up 13.
PTOS down 50. PRHL down 44. AEHI down 33. LMRMF down 31. SATC down 30. NGLPF down 18. INIS down 16. AONE down 15. EVSI down 14. BLDW down 13. QTWW, GWBU down 10. XSNX down 7. NENE, NTCXF down 3.
STUFF
US coal exports nearly up 2x in last 5 years to 107M tons last year. Imports down to 13M tons from 36M in '07. NG production increased from 24.6TCF in '07 to 28.6TCF last year. Imports down to 3.46TCF last year from '07's 4.6TCF. Oil imports down from 13.4Mb/d in '07 to 10.8Mb/d last year. Production up to 6.22Mb/d from 5M.
Dominion to shut down, decommission nuke plant near Green Bay because of low el prices. 1st US nuke to be permanently retired since '98.
Siemens exiting solar biz.
In '10, China built more housing than Spain has homes.
Poland utilities will have to increase the share of clean/renewable energy sold to end users by ~1%/y. Clean/ren share will probably reach 11% this year. Mainly biomass.
Eqypt viewing Ethiopia's plan to build 6Gw hydropower dam on Nile as threat to national security.
Canada blocked Malaysia state-owned oil comp's $5.2B takeover of Progress Energy Resources.
Most Canadians polled said they don't support CNOOC's $15B bid to buy Nexen. But ~90% of Nexen shareholders approved the deal.
Goldman Sachs downgrading Brent oil to $90 floor.
S Sudan ordered oil comps to restart production. Down since Jan.
Construction begun on Shell's floating LNG terminal project in S Korea.
Mitsubishi buying 20% stake in Indonesia's largest geothermal power plant.
Halliburton reporting glut of fracking equipment.
Russia crude production to hit record 517M tons in '12, up ~1.2% from last year. ~10Mb/d.
China's CNPC's production from Iraq projects now 1.64Mb/d.
Kuwait Energy and Eqyptian General Petrol Corp made new oil discovery in Gulf of Suez.
India's strategic oil storage facing a year delay from "geological" surprises in constructing underground caverns.
Aemetis (AMTX) announced expanded, global license agreement with Chevron for 100% drop-in renewable jet, diesel fuel.
Texas A&M points to US southeast, gulf coast as "Saudi Arabia" of energy crops.
Dominion to shut down, decommission nuke plant near Green Bay because of low el prices. 1st US nuke to be permanently retired since '98.
Siemens exiting solar biz.
In '10, China built more housing than Spain has homes.
Poland utilities will have to increase the share of clean/renewable energy sold to end users by ~1%/y. Clean/ren share will probably reach 11% this year. Mainly biomass.
Eqypt viewing Ethiopia's plan to build 6Gw hydropower dam on Nile as threat to national security.
Canada blocked Malaysia state-owned oil comp's $5.2B takeover of Progress Energy Resources.
Most Canadians polled said they don't support CNOOC's $15B bid to buy Nexen. But ~90% of Nexen shareholders approved the deal.
Goldman Sachs downgrading Brent oil to $90 floor.
S Sudan ordered oil comps to restart production. Down since Jan.
Construction begun on Shell's floating LNG terminal project in S Korea.
Mitsubishi buying 20% stake in Indonesia's largest geothermal power plant.
Halliburton reporting glut of fracking equipment.
Russia crude production to hit record 517M tons in '12, up ~1.2% from last year. ~10Mb/d.
China's CNPC's production from Iraq projects now 1.64Mb/d.
Kuwait Energy and Eqyptian General Petrol Corp made new oil discovery in Gulf of Suez.
India's strategic oil storage facing a year delay from "geological" surprises in constructing underground caverns.
Aemetis (AMTX) announced expanded, global license agreement with Chevron for 100% drop-in renewable jet, diesel fuel.
Texas A&M points to US southeast, gulf coast as "Saudi Arabia" of energy crops.
TUESDAY OPEN
(stock #'s in %)
Market down 235/37/33. Volume normal. Oil down to around $86. Naz down to 200-day lines.
CRCL up 47. BOPO up 25. RSOL up 15. CWET up 13. APWR up 10.
PTOS down 50. LMRMF down 31. BSRC down 29. AONE down 25, their run done. EVSI down 17 on 500 shares. PRHL down 16. SATC down 14. QTWW down 12. XSNX down 7. NENE down 4.
Market down 235/37/33. Volume normal. Oil down to around $86. Naz down to 200-day lines.
CRCL up 47. BOPO up 25. RSOL up 15. CWET up 13. APWR up 10.
PTOS down 50. LMRMF down 31. BSRC down 29. AONE down 25, their run done. EVSI down 17 on 500 shares. PRHL down 16. SATC down 14. QTWW down 12. XSNX down 7. NENE down 4.
Monday, October 22, 2012
MONDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume light. Oil around $90.
PPRW up 64 on 300 shares. SATC up another 47. Bankrupt. I don't get it. AONE up 37 more. Bankrupt. What the hell. CSKH, DYMTF up 30. VNDB up 25. AMEL up 24 more. Double in last 6 days, now above 50-day lines. TMEN up 11. ORYN up 4. NENE up 2.
CERP down 16. Back below 50-day lines. BSRC down 13. CABN down 11. GERS down 8. XSNX down 5. NTCXF down 3.
Market flat and mixed. Volume light. Oil around $90.
PPRW up 64 on 300 shares. SATC up another 47. Bankrupt. I don't get it. AONE up 37 more. Bankrupt. What the hell. CSKH, DYMTF up 30. VNDB up 25. AMEL up 24 more. Double in last 6 days, now above 50-day lines. TMEN up 11. ORYN up 4. NENE up 2.
CERP down 16. Back below 50-day lines. BSRC down 13. CABN down 11. GERS down 8. XSNX down 5. NTCXF down 3.
Saturday, October 20, 2012
STUFF
US research team got $2M grant to pursue genetic manipulation of algae to ID high oil producing microbial cell lines.
Taiwan researchers developed genmod microalgae that can capture 50% more CO2 than regular algae.
Gloucester expecting to save ~$250K/y with 2 2Mw wind turbs to be switched on in Dec.
Utilities serving south Puget Sound meeting or exceeding clean/ren energy requirements of voter-approved '06 initiative. 15% by '20. 1st benchmark 3% by end of '12. Wind power, biomass in the lead.
Alta Gas commissioned 29Mw wind project in Colo. 50-50 ownership with local utility. $50M (way under $2/watt).
Proposal to build 1K wind turbine farm - 3Gw - in WY drawing heat from enviro groups. Recent fed approval. Sage Grouse, Golden Eagles the issue. Arguing to move it out east of Laramie Range.
P&G plant in PA will be 100% energy self-sufficient early next year by tapping into Marcellus NG underneath.
Bonneville wind curtailments trailing '11 levels.
Study: wind could power half world's needs by '30.
Salt River Project 19Mw solar farm went live. Their retail el from clean energy now 10%.
$3 NG = 38 cent/gal at pump. But NG will go to $5-6. So what's the hold up? With conversion to NG, an 18 wheeler truck buying 20K gal/y would save $40K. What's the hold up? 25% of buses, 40% of garbage trux bought last year run on NG. What's the hold up on trux and trains, let alone cars? Think it's the oil companies who, by the way, pretty much control NG? OK, I'm still going with magnetic motors on each wheel plus micro wind turbine generation scooped into battery bank (faster you go, faster those turbines go), let alone solar panels on top of trailers or cars.
EDF EN Canada commissioned 80Mw wind project in Quebec for $200M. By '16, they will have built 1Gw in the province. 2Mw REpower turbines. 2 other 150Mw sites going up now.
Taiwan researchers developed genmod microalgae that can capture 50% more CO2 than regular algae.
Gloucester expecting to save ~$250K/y with 2 2Mw wind turbs to be switched on in Dec.
Utilities serving south Puget Sound meeting or exceeding clean/ren energy requirements of voter-approved '06 initiative. 15% by '20. 1st benchmark 3% by end of '12. Wind power, biomass in the lead.
Alta Gas commissioned 29Mw wind project in Colo. 50-50 ownership with local utility. $50M (way under $2/watt).
Proposal to build 1K wind turbine farm - 3Gw - in WY drawing heat from enviro groups. Recent fed approval. Sage Grouse, Golden Eagles the issue. Arguing to move it out east of Laramie Range.
P&G plant in PA will be 100% energy self-sufficient early next year by tapping into Marcellus NG underneath.
Bonneville wind curtailments trailing '11 levels.
Study: wind could power half world's needs by '30.
Salt River Project 19Mw solar farm went live. Their retail el from clean energy now 10%.
$3 NG = 38 cent/gal at pump. But NG will go to $5-6. So what's the hold up? With conversion to NG, an 18 wheeler truck buying 20K gal/y would save $40K. What's the hold up? 25% of buses, 40% of garbage trux bought last year run on NG. What's the hold up on trux and trains, let alone cars? Think it's the oil companies who, by the way, pretty much control NG? OK, I'm still going with magnetic motors on each wheel plus micro wind turbine generation scooped into battery bank (faster you go, faster those turbines go), let alone solar panels on top of trailers or cars.
EDF EN Canada commissioned 80Mw wind project in Quebec for $200M. By '16, they will have built 1Gw in the province. 2Mw REpower turbines. 2 other 150Mw sites going up now.
Friday, October 19, 2012
FRIDAY CLOSE
(stock #'s in %)
Market down 205/67/24. It happens. Volume very heavy on option expirations. Oil down to $90. MSFT, GE, MacDonalds Q reports a drag. For those owners.
SATC up 110. Think about shorting. AONE up 72. 2nd shorting look see. NGLPF up 54. CHGI up 28. VSPC up 15. NENE, NPWZ up 11. BOPO up 10. AMEL up 8.
AEHI down 40 on 5K. CPWY down 29. CSKH down 28. DYMTF down 24. VNDB down 20. TMEN down 19. JASO down 11. I think new low. WTWO down 9 or up 9 depending on website. BWEN, KIOR down 7. FSLR down 6.
Market down 205/67/24. It happens. Volume very heavy on option expirations. Oil down to $90. MSFT, GE, MacDonalds Q reports a drag. For those owners.
SATC up 110. Think about shorting. AONE up 72. 2nd shorting look see. NGLPF up 54. CHGI up 28. VSPC up 15. NENE, NPWZ up 11. BOPO up 10. AMEL up 8.
AEHI down 40 on 5K. CPWY down 29. CSKH down 28. DYMTF down 24. VNDB down 20. TMEN down 19. JASO down 11. I think new low. WTWO down 9 or up 9 depending on website. BWEN, KIOR down 7. FSLR down 6.
STUFF
Coast Guard confirmed new Gulf oil slick from containment dome BP placed weeks after well explosion. If that means permanent leak, I don't know yet. But who will accept permanent leak?
Lakes Michigan, Huron water levels touched all-time low for October.
FSLR got 100Mw deal in Indonesia.
Samsung to build 84Mw offshore wind farm in S Korea with 7Mw turbines.
Global PV solar inverter shipments est. to be record 8.6Gw in Q4. China likely to become world's largest inverter mart in '13.
8K anaerobic digesters in Europe, < 200 in US. Govt subsidies, regs the dif. 65K dairy farms in US. AD biogas potential from 1.7M cows just in Cal 1.5B cu meters/y for 450Mw, saving 1M tons CO2.
NASCAR hit 3M miles on E15 ethanol.
Southern Power (sub of Southern Comp) buying their 1st solar install in NC. 2.5Mw. 4th total solar buy. Sun Ed to build this month. Turner Renewable Energy partnering with Southern.
Ukraine to build 5 syngas-from-coal plants, '13 start. Cost may go to $3.5B. Syngas is CO + H. Energy density ~1/2 of NG. Chinese tech. Ukraine ready to provide loans. Their coal prod was up 8.8% in '11 v. '10, up 5.3% more thru Sept '12. ~64M tons/y now. China also to assist in biofuel development, converting alcohol plants to ethanol.
Explosion halting Iran NG flow to Turkey.
Distillate inventories (heating oil, etc.) in US northeast ~43% below 5-year avg. Outages of refineries in Venezuela, Netherlands, Virgin Islands contributing to shortage. How about propane tanks, more NG lines, even heat pump geothermal? Just sayin'.
14-year-old suing Kansas to force CO2 emissions limits.
USDA announced $16M for rural energy projects.
Trans Canada shut down Keystone pipeline in US on safety repair issues. Disrupts midwest oil supplies.
Royal Sauds want Arabia to go completely clean/ren energy.
Lakes Michigan, Huron water levels touched all-time low for October.
FSLR got 100Mw deal in Indonesia.
Samsung to build 84Mw offshore wind farm in S Korea with 7Mw turbines.
Global PV solar inverter shipments est. to be record 8.6Gw in Q4. China likely to become world's largest inverter mart in '13.
8K anaerobic digesters in Europe, < 200 in US. Govt subsidies, regs the dif. 65K dairy farms in US. AD biogas potential from 1.7M cows just in Cal 1.5B cu meters/y for 450Mw, saving 1M tons CO2.
NASCAR hit 3M miles on E15 ethanol.
Southern Power (sub of Southern Comp) buying their 1st solar install in NC. 2.5Mw. 4th total solar buy. Sun Ed to build this month. Turner Renewable Energy partnering with Southern.
Ukraine to build 5 syngas-from-coal plants, '13 start. Cost may go to $3.5B. Syngas is CO + H. Energy density ~1/2 of NG. Chinese tech. Ukraine ready to provide loans. Their coal prod was up 8.8% in '11 v. '10, up 5.3% more thru Sept '12. ~64M tons/y now. China also to assist in biofuel development, converting alcohol plants to ethanol.
Explosion halting Iran NG flow to Turkey.
Distillate inventories (heating oil, etc.) in US northeast ~43% below 5-year avg. Outages of refineries in Venezuela, Netherlands, Virgin Islands contributing to shortage. How about propane tanks, more NG lines, even heat pump geothermal? Just sayin'.
14-year-old suing Kansas to force CO2 emissions limits.
USDA announced $16M for rural energy projects.
Trans Canada shut down Keystone pipeline in US on safety repair issues. Disrupts midwest oil supplies.
Royal Sauds want Arabia to go completely clean/ren energy.
FRIDAY OPEN
(stock #'s in %)
Market down 100/29/10. Volume very heavy (options Friday). Oil down under $92.
AONE, SATC up 60 more on bottom recovery, both in bankruptcy. They're short candidates now, the bottom's will be tested or exceeded. INIS up 20. APWR up 18. WTWO up 9. NENE up 4.
GERS down 20. CABN down 11. XSNX, VSPC down 5. FSLR down 4.
Market down 100/29/10. Volume very heavy (options Friday). Oil down under $92.
AONE, SATC up 60 more on bottom recovery, both in bankruptcy. They're short candidates now, the bottom's will be tested or exceeded. INIS up 20. APWR up 18. WTWO up 9. NENE up 4.
GERS down 20. CABN down 11. XSNX, VSPC down 5. FSLR down 4.
Thursday, October 18, 2012
THURSDAY CLOSE
(stock #'s in %)
Market down 8/31/3. Google, MSFT misses. Volume normal. Oil ~ $92.
AEHI up 100. Nice double. SATC up 45. Yea, they went down too fast on bankruptcy. Um, I kid. Bankruptcy and the "investors" who thought it was a buy on the fall. Or what the hell is going on in the market. JUHL up 42 on 2K shares. The froth, as advertised. AONE up 36. 84M shares. Love it or hate it. BHWX up 31 on 11K. LEOM up 30 on 27. Figure that one out. BWEN, NPWZ up 26. O yea, BWEN after noon issued news on $37M wind tower orders. G, is that insider trading? I'm confused SEC. SLMU up 15. Is that the salmon catch? RSOL up 11. BLDP up 10. Ballard?! Really?!. NTCXF up 2. XSNX up 1.
VLNCQ down 42. They are bankrupt, right? CRGE down 36, under a penny. CRCL, GWBU down 29. Take your choice. AMPD down 17. WTWO down 15. CSGH down 13. LEDS down 12. ENSL down 11. VSPC down 10. ORYN, NENE down 6.. GERS down 3.
Market down 8/31/3. Google, MSFT misses. Volume normal. Oil ~ $92.
AEHI up 100. Nice double. SATC up 45. Yea, they went down too fast on bankruptcy. Um, I kid. Bankruptcy and the "investors" who thought it was a buy on the fall. Or what the hell is going on in the market. JUHL up 42 on 2K shares. The froth, as advertised. AONE up 36. 84M shares. Love it or hate it. BHWX up 31 on 11K. LEOM up 30 on 27. Figure that one out. BWEN, NPWZ up 26. O yea, BWEN after noon issued news on $37M wind tower orders. G, is that insider trading? I'm confused SEC. SLMU up 15. Is that the salmon catch? RSOL up 11. BLDP up 10. Ballard?! Really?!. NTCXF up 2. XSNX up 1.
VLNCQ down 42. They are bankrupt, right? CRGE down 36, under a penny. CRCL, GWBU down 29. Take your choice. AMPD down 17. WTWO down 15. CSGH down 13. LEDS down 12. ENSL down 11. VSPC down 10. ORYN, NENE down 6.. GERS down 3.
STUFF
ECOtality ~2/3 toward goaled installs of 13K EV charge stations in US. Logged it's 1 millionth plug-in.
Weather-related losses in N Am up near 5x last 3 decades. 4x in Asia, 2.5 in Africa, 2 in Europe, 1.5 in S Am. Katrina was $40B (worst), most life loss.
'09 thru end of '11, US added > 43K miles of oil/NG pipeline. Most for NG distrib lines to homes, offices, factories. National total ~2.6M miles of pipe.
Rosneft said to have deal for BP's Russian venture.
Angola sovereign fund set to invest $5B oil revs - to start with - in hotel industry, infrastructure.
Concrete production ~ 5% of global GHG emissions. Industry group intends to slash emissions by 1/2 by '20.
Poll: Americans remain confused, misinformed on energy, climate. That's why I do this. (To reduce confusion, misinformation; not the opposite, as you could have construed).
EU approved 3B Sterling for UK Green Investment Bank.
40th anniversary of US Clean Water Act. Yay. Approved on heels of National Enviro Act of '69, Clean Air Act of '70.
Alberta Can setting up enviro monitoring agency (oil sands).
Army Corps sued over mountaintop removal mine permits.
This summer's hurricane that hit Gulf Coast churned up 565K lbs of BP spill.
FracFocus.Org the fracking chem disclosure registry (industry funded). Upgrade on Nov 1 to enable search by date, chem name and chem ID #.
$3B Exxon buy of Canada's Celtic Exploration.
Poll: voters prefer Obama's energy policies to Romney's. Huh. Despite all the DOE loan guarantee defaults, high pump prices, Keystone pipe, et al.
Deal struck to develop Amazon NG reserves.
Solar Junction set new CPV solar efficiency record. 44% efficiency @ 947 suns from 43.5% @ 418 suns. Basically, magnifiying glass on solar cells. (I don't understand the "suns" rating, but it was > 2x.)
Indonesia geothermal sector attracting BP, Chevron, other majors. Separate geotherm FIT of 10-18.5 cents/Kwh. Projects < 10Mw require state-owned utility to buy the power.
Australia researchers found links between biodiesel (from soy, tallow, canola) and respiratory disease. (Any worse than from petrodiesel?)
Spain import restrictions on Argentine biofuels won't be implemented. Huh.
Giant Kazakhstan oil field in Caspian to begin production in spring. 35B bls reserves, 8-12B recoverable. Only 8 years behind overly optimistic schedule. Kazaks sit on 3% of global recoverable oil reserves. Costs for the field's development ballooned from $57B to (lately reported) $187B. Initial flow projected 370Kb/d, potential 1.5M (which would double current Kaz output).
Pirates commandeered another oil tanker near Niger Delta.
Columbia holding peace talks with FARC, holding auctions on oil/NG blocks for 1st time in 2 years.
Canada aiming for 600K EV's on road by '20.
Bill Gates backing world's largest algae farm. Sapphire Energy in south NM. Goal 100b/d - 1.5M gal/yr next year.
Weather-related losses in N Am up near 5x last 3 decades. 4x in Asia, 2.5 in Africa, 2 in Europe, 1.5 in S Am. Katrina was $40B (worst), most life loss.
'09 thru end of '11, US added > 43K miles of oil/NG pipeline. Most for NG distrib lines to homes, offices, factories. National total ~2.6M miles of pipe.
Rosneft said to have deal for BP's Russian venture.
Angola sovereign fund set to invest $5B oil revs - to start with - in hotel industry, infrastructure.
Concrete production ~ 5% of global GHG emissions. Industry group intends to slash emissions by 1/2 by '20.
Poll: Americans remain confused, misinformed on energy, climate. That's why I do this. (To reduce confusion, misinformation; not the opposite, as you could have construed).
EU approved 3B Sterling for UK Green Investment Bank.
40th anniversary of US Clean Water Act. Yay. Approved on heels of National Enviro Act of '69, Clean Air Act of '70.
Alberta Can setting up enviro monitoring agency (oil sands).
Army Corps sued over mountaintop removal mine permits.
This summer's hurricane that hit Gulf Coast churned up 565K lbs of BP spill.
FracFocus.Org the fracking chem disclosure registry (industry funded). Upgrade on Nov 1 to enable search by date, chem name and chem ID #.
$3B Exxon buy of Canada's Celtic Exploration.
Poll: voters prefer Obama's energy policies to Romney's. Huh. Despite all the DOE loan guarantee defaults, high pump prices, Keystone pipe, et al.
Deal struck to develop Amazon NG reserves.
Solar Junction set new CPV solar efficiency record. 44% efficiency @ 947 suns from 43.5% @ 418 suns. Basically, magnifiying glass on solar cells. (I don't understand the "suns" rating, but it was > 2x.)
Indonesia geothermal sector attracting BP, Chevron, other majors. Separate geotherm FIT of 10-18.5 cents/Kwh. Projects < 10Mw require state-owned utility to buy the power.
Australia researchers found links between biodiesel (from soy, tallow, canola) and respiratory disease. (Any worse than from petrodiesel?)
Spain import restrictions on Argentine biofuels won't be implemented. Huh.
Giant Kazakhstan oil field in Caspian to begin production in spring. 35B bls reserves, 8-12B recoverable. Only 8 years behind overly optimistic schedule. Kazaks sit on 3% of global recoverable oil reserves. Costs for the field's development ballooned from $57B to (lately reported) $187B. Initial flow projected 370Kb/d, potential 1.5M (which would double current Kaz output).
Pirates commandeered another oil tanker near Niger Delta.
Columbia holding peace talks with FARC, holding auctions on oil/NG blocks for 1st time in 2 years.
Canada aiming for 600K EV's on road by '20.
Bill Gates backing world's largest algae farm. Sapphire Energy in south NM. Goal 100b/d - 1.5M gal/yr next year.
THURSDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume normal. Oil down near $91. Philly manufacturing index up. US leading indicators up .6% in Sept.
SATC up 59, rebound despite bankruptcy. AONE up 53, another bankruptcy rebound. BWEN up 29. Didn't see any news. Jump off 50-day lines. Just a big buy, I guess. LEOM up 20. HOKU up 16. NTCXF, XSNX up 1.
CRGE down 33. VLNCQ down 22. VNDB down 20. VSPC, WTWO down 15. ORYN down 4.
Market flat and mixed. Volume normal. Oil down near $91. Philly manufacturing index up. US leading indicators up .6% in Sept.
SATC up 59, rebound despite bankruptcy. AONE up 53, another bankruptcy rebound. BWEN up 29. Didn't see any news. Jump off 50-day lines. Just a big buy, I guess. LEOM up 20. HOKU up 16. NTCXF, XSNX up 1.
CRGE down 33. VLNCQ down 22. VNDB down 20. VSPC, WTWO down 15. ORYN down 4.
Wednesday, October 17, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 5/2/5. Volume normal. Oil down under $92.
CSOL up 90. BLDW up 80. ENSL up 44. CPWY up 42. PRHL up 40. XDSL up 33. LEOM up 25. AMEL up 19. RNWEF up 15. CSGH up 14. EFOI, OOIL up 13. AMPD up 12. CREE up 10. FSLR up 4.
SATC down 76. BOPO down 35. INIS down 31. JUHL down 30. IFXY down 21. NGLPF down 20. SOPW down 19. DSTI down 17. VNDB down 16. AMLM down 15. HOKU down 14. GWBU down 13. ENZR, LEXG, MKTY down 11. VSPC down 9. AONE down 3, 20% back up from bottom. NENE down 2.
Market up 5/2/5. Volume normal. Oil down under $92.
CSOL up 90. BLDW up 80. ENSL up 44. CPWY up 42. PRHL up 40. XDSL up 33. LEOM up 25. AMEL up 19. RNWEF up 15. CSGH up 14. EFOI, OOIL up 13. AMPD up 12. CREE up 10. FSLR up 4.
SATC down 76. BOPO down 35. INIS down 31. JUHL down 30. IFXY down 21. NGLPF down 20. SOPW down 19. DSTI down 17. VNDB down 16. AMLM down 15. HOKU down 14. GWBU down 13. ENZR, LEXG, MKTY down 11. VSPC down 9. AONE down 3, 20% back up from bottom. NENE down 2.
STUFF
Punjab Biomass Power planning 96Mw of elgen with rice straw fired power plants in India. 12Mw projects for ~$15M each. India est. potential 17.5Gw of elgen from burning crop waste. 3.3Gw already built.
Vietnam 2.4Gw hydropower plant now online. $2.5B. Began in '05. Country's largest hydro.
SunPower (SPWR) plans to idle half of production lines in Philippines, temp lay off of 900. Restructuring charges $10-17M.
Admin this year issued most Gulf of Mex deepwater oil drill permits since '07.
Global NG industry flares off $100B of NG/yr. CO2 emissions > that of France. Now, Siluria has biotech to make ethylene out of that NG with oxidative coupling. NG a $200/ton molecule, ethylene ~$1,200. MIT developed.
Out of state oil refiners, biofuel producers suing Cal over new low carbon fuel standard. Claiming unfair advantage for in-state producers.
USDA awarded Penn State $10M grant to develop biomass supply chains for northeast, improve rural econs, create jobs through public-private partnerships. Last of 6 such grants through Ag, Food Research Initiative.
Malaysia looking to implement B10 biodiesel blend from B5. Would help to decrease country's palm oil surplus.
GM to build electric Caddy.
China nuke plant upgrades could cost up to $13B.
Bandgap Engineering (Mass) goal to double efficiency of solar cells with nanowires. Increases cell light absorption. Nanowires refract light so it's not reflected or passes straight through.
EU froze assets of 34 Iran comps to restrict fund raising for further nuke R&D. Also closed existing loopholes.
Bangor Hydro-El, Maine Pub Svc rolling out heat pump program for up to 500 customers each.
UAE new nuke plant liability law.
Ideal Power Converters (Austin) says NREL successfully demo'd vehicle to grid (V2G) capabilities with bi-directional batt converter. DOD has announced plans to adopt V2G EV's in non-tac fleets. Demo highlighted econ viability.
EDF Canada subsid got 80Mw, $200M wind farm online in Quebec. On way to 1Gw by '16. REpower 2Mw turbines.
Vietnam 2.4Gw hydropower plant now online. $2.5B. Began in '05. Country's largest hydro.
SunPower (SPWR) plans to idle half of production lines in Philippines, temp lay off of 900. Restructuring charges $10-17M.
Admin this year issued most Gulf of Mex deepwater oil drill permits since '07.
Global NG industry flares off $100B of NG/yr. CO2 emissions > that of France. Now, Siluria has biotech to make ethylene out of that NG with oxidative coupling. NG a $200/ton molecule, ethylene ~$1,200. MIT developed.
Out of state oil refiners, biofuel producers suing Cal over new low carbon fuel standard. Claiming unfair advantage for in-state producers.
USDA awarded Penn State $10M grant to develop biomass supply chains for northeast, improve rural econs, create jobs through public-private partnerships. Last of 6 such grants through Ag, Food Research Initiative.
Malaysia looking to implement B10 biodiesel blend from B5. Would help to decrease country's palm oil surplus.
GM to build electric Caddy.
China nuke plant upgrades could cost up to $13B.
Bandgap Engineering (Mass) goal to double efficiency of solar cells with nanowires. Increases cell light absorption. Nanowires refract light so it's not reflected or passes straight through.
EU froze assets of 34 Iran comps to restrict fund raising for further nuke R&D. Also closed existing loopholes.
Bangor Hydro-El, Maine Pub Svc rolling out heat pump program for up to 500 customers each.
UAE new nuke plant liability law.
Ideal Power Converters (Austin) says NREL successfully demo'd vehicle to grid (V2G) capabilities with bi-directional batt converter. DOD has announced plans to adopt V2G EV's in non-tac fleets. Demo highlighted econ viability.
EDF Canada subsid got 80Mw, $200M wind farm online in Quebec. On way to 1Gw by '16. REpower 2Mw turbines.
WEDNESDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume slightly above average. Oil up near $93. US housing starts surge in Sept to 4-year high.
LEOM up 25. AMEL up 19. XDSL up 16. OOIL up 13. CREE up 12. A jump through all lines. CREG up 10. FSLR up 3 more on Dubai contract.
SATC down 75. Bankruptcy. GERS down 20. AONE down 17 more. VNDB down 16. PSPW down 15. HOKU, WTWO down 14. DSTI, GWBU down 12. XSNX down 6. NENE, ORYN down 1.
Market flat and mixed. Volume slightly above average. Oil up near $93. US housing starts surge in Sept to 4-year high.
LEOM up 25. AMEL up 19. XDSL up 16. OOIL up 13. CREE up 12. A jump through all lines. CREG up 10. FSLR up 3 more on Dubai contract.
SATC down 75. Bankruptcy. GERS down 20. AONE down 17 more. VNDB down 16. PSPW down 15. HOKU, WTWO down 14. DSTI, GWBU down 12. XSNX down 6. NENE, ORYN down 1.
Tuesday, October 16, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 127/36/14. Naz back over 50-day lines. Volume, tho, fell off from morning pace to end up a little under average. Oil stopped at $92 to the penny. And the froth was bizzy working overtime.
PTOS up 100. CRGE up 59. CRCL up 56. DSTI up 45. Back to top (200-day) line. Big volume. Saw no news. Insiders. Now 40 after hours. WTWO up 40. SLMU up 26. NGLPF up 25. HOKU up 16. NFEC up 11. ASTI, VSPC, MGLT up 10. FSLR up 8, finishing above bottom 200-day line on above average volume. GERS up 5.
AONE stayed down 74 on bankruptcy. AEHI down 50. LEOM down 42, maybe on AONE's fall. ENSL down 34. CSKH down 33. BLDW down 24. SATC down 22. Probably going bankrupt too. GWBU, RNWEF down 19. LMRMF down 18. VLNCQ down 17. PRHL down 16. APWR, CSGH down 15. (Reminds me of report that China comps listed on US exchanges might just pull up their tents and leave. Can you name 1 that's done well?). DYMTF down 13. CBAK, EFOI down 12. RSOL, INIS down 11. NENE, NTCXF down 1.
Market up 127/36/14. Naz back over 50-day lines. Volume, tho, fell off from morning pace to end up a little under average. Oil stopped at $92 to the penny. And the froth was bizzy working overtime.
PTOS up 100. CRGE up 59. CRCL up 56. DSTI up 45. Back to top (200-day) line. Big volume. Saw no news. Insiders. Now 40 after hours. WTWO up 40. SLMU up 26. NGLPF up 25. HOKU up 16. NFEC up 11. ASTI, VSPC, MGLT up 10. FSLR up 8, finishing above bottom 200-day line on above average volume. GERS up 5.
AONE stayed down 74 on bankruptcy. AEHI down 50. LEOM down 42, maybe on AONE's fall. ENSL down 34. CSKH down 33. BLDW down 24. SATC down 22. Probably going bankrupt too. GWBU, RNWEF down 19. LMRMF down 18. VLNCQ down 17. PRHL down 16. APWR, CSGH down 15. (Reminds me of report that China comps listed on US exchanges might just pull up their tents and leave. Can you name 1 that's done well?). DYMTF down 13. CBAK, EFOI down 12. RSOL, INIS down 11. NENE, NTCXF down 1.
STUFF
NOAA: Last month tied with Sept '05 for world's warmest Sept on record.
Cynar - Brit comp that turns plastic trash into diesel fuel - sponsoring a flight on its fuel.
Fed hearings on future of Indian Point nuke plant near NYC resumed.
1 of most powerful supercomputers dedicated to studying Earth and atmos began operating in Cheyenne.
US tangling with Germany, 5 other countries over location for HQ of potential multi-billion dollar Green Climate Fund.
Study: more CO2 in air could accelerate cracking of glacier ice.
Study: linking Cal's and EU's emissions trading systems feasible.
US, Canada universities launching long-term Great Lakes restoration partnership.
Chevron workers imprisoned indefinitely in Indonesia.
GTM Research: 180 PV solar module makers around world will fold or be acquired by '15.
FSLR says Australia 4 years behind US in building large solar farms.
World's largest sugarcane ethanol producer - Brazil's Raizen Group - committing investment to develop commercial cellulosic ethanol project in Brazil with Iogen. Raizen a $12B JV between Shell and Cosan. Produces 2.2B liters ethanol per year, 4M tons sugar, 900Mw elgen with bagasse-fired plant, > 4.5K service stations in Brazil, 53 fuel distribution depots and avfuel services at 54 Brazil airports.
DOT grant funding 3 biodiesel hybrid trucks (50% biodiesel fuel) for NH comp.
Lanza Tech and Malaysia's Petronas to accel development, commercialization of techs to produce chems from CO2, NG.
Griffin Industries, subsid of Darling Intl, contracted up with restaurants in 21 states for used cooking oil, but thefts occurring regularly of the oil costing $1.6M/mo losses.
Woodland Biofuels finished building $12M demo ethanol from wood waste plant in Canada. $4M from Ontario.
Iran says it would stop enriching U if it could be guaranteed U fuel supply (20% enrichment) for its medical research reactor. Huh? Really? Can we get trust but verify on that?
Saudi Aramco to invest $35B next 5 years on increasing oil production.
Cynar - Brit comp that turns plastic trash into diesel fuel - sponsoring a flight on its fuel.
Fed hearings on future of Indian Point nuke plant near NYC resumed.
1 of most powerful supercomputers dedicated to studying Earth and atmos began operating in Cheyenne.
US tangling with Germany, 5 other countries over location for HQ of potential multi-billion dollar Green Climate Fund.
Study: more CO2 in air could accelerate cracking of glacier ice.
Study: linking Cal's and EU's emissions trading systems feasible.
US, Canada universities launching long-term Great Lakes restoration partnership.
Chevron workers imprisoned indefinitely in Indonesia.
GTM Research: 180 PV solar module makers around world will fold or be acquired by '15.
FSLR says Australia 4 years behind US in building large solar farms.
World's largest sugarcane ethanol producer - Brazil's Raizen Group - committing investment to develop commercial cellulosic ethanol project in Brazil with Iogen. Raizen a $12B JV between Shell and Cosan. Produces 2.2B liters ethanol per year, 4M tons sugar, 900Mw elgen with bagasse-fired plant, > 4.5K service stations in Brazil, 53 fuel distribution depots and avfuel services at 54 Brazil airports.
DOT grant funding 3 biodiesel hybrid trucks (50% biodiesel fuel) for NH comp.
Lanza Tech and Malaysia's Petronas to accel development, commercialization of techs to produce chems from CO2, NG.
Griffin Industries, subsid of Darling Intl, contracted up with restaurants in 21 states for used cooking oil, but thefts occurring regularly of the oil costing $1.6M/mo losses.
Woodland Biofuels finished building $12M demo ethanol from wood waste plant in Canada. $4M from Ontario.
Iran says it would stop enriching U if it could be guaranteed U fuel supply (20% enrichment) for its medical research reactor. Huh? Really? Can we get trust but verify on that?
Saudi Aramco to invest $35B next 5 years on increasing oil production.
TUESDAY OPEN
(stock #'s in %)
Market up 112/17/10. Volume slightly above normal. Naz back to 50-day lines. Factory output, profits better than forecast. Oil down under $92.
VSPC up 20 - contract in Myanmar. BFRE up 14. WTWO up 10. FSLR up 4, back to bottom 200-day line. NENE up 1.
AONE down 73. Filed bankruptcy. Another DOE loan guarantee. MGLT down 30 on 117 shares. CSKH down 26. AEHI down 25. LEOM down 23. EVSI down 18. SATC, GERS, DYMTF down 13. CSGH down 11. XSNX down 1.
Market up 112/17/10. Volume slightly above normal. Naz back to 50-day lines. Factory output, profits better than forecast. Oil down under $92.
VSPC up 20 - contract in Myanmar. BFRE up 14. WTWO up 10. FSLR up 4, back to bottom 200-day line. NENE up 1.
AONE down 73. Filed bankruptcy. Another DOE loan guarantee. MGLT down 30 on 117 shares. CSKH down 26. AEHI down 25. LEOM down 23. EVSI down 18. SATC, GERS, DYMTF down 13. CSGH down 11. XSNX down 1.
Monday, October 15, 2012
MONDAY CLOSE
(stock #'s in %)
Market up 95/20/11. Volume a little light. Oil came back, ended back near $92. House flippers back. NYC scrutinizing tax breaks for billionaire condos. Biggest ever US-Israeli military exercise v. Iran. US retail sales beat estimates, commodities down. NY area manufacturing down 3rd month in a row.
AEHI up 100 on 1K shares. Kid you not. MKTY up 22 on 1,400 shares. EFOI up 19 on 6K shares. AMEL, IFXY up 17. AMEL has volume. BLQN up 14 on 4K. GERS up 4. ORYN up 2.
CRGE down 53. CPWY down 46 on 4K. AONE down 43. Loan default. Bankruptcy? Now 49. WWPW down 41 on 4K. PPRW down 39 on 1K. SLMU down 36. AMLM down 34. BLDW down 31. WTWO down 28. Double bottom unless going lower. APWR down 20. BFRE down 17. HOKU down 14. Polysilicon. Duh. ENSL down 13. CWET down 12. Belief in tech and finance of it. WEST down 12 too. CSGH, CRCL down 11. FNVRF down 10. NENE, VSPC down 3. XSNX down 2.
Market up 95/20/11. Volume a little light. Oil came back, ended back near $92. House flippers back. NYC scrutinizing tax breaks for billionaire condos. Biggest ever US-Israeli military exercise v. Iran. US retail sales beat estimates, commodities down. NY area manufacturing down 3rd month in a row.
AEHI up 100 on 1K shares. Kid you not. MKTY up 22 on 1,400 shares. EFOI up 19 on 6K shares. AMEL, IFXY up 17. AMEL has volume. BLQN up 14 on 4K. GERS up 4. ORYN up 2.
CRGE down 53. CPWY down 46 on 4K. AONE down 43. Loan default. Bankruptcy? Now 49. WWPW down 41 on 4K. PPRW down 39 on 1K. SLMU down 36. AMLM down 34. BLDW down 31. WTWO down 28. Double bottom unless going lower. APWR down 20. BFRE down 17. HOKU down 14. Polysilicon. Duh. ENSL down 13. CWET down 12. Belief in tech and finance of it. WEST down 12 too. CSGH, CRCL down 11. FNVRF down 10. NENE, VSPC down 3. XSNX down 2.
STUFF
Norwegian professors say lifecycle production process for EV's creates up to 2x GHG's of conventional autos around world. But, in Europe, their clean E power gen gives EV's a 10-24% decrease in GHG's over conventional.
Under existing US rules, hydropower not qualified as "renewable" E (clean). Does that make any sense?
Cal to require PG&E to absorb 2/3 of cost to modernize NG pipeline system (after '10 explosion). PG&E wanted customers to pay 85% of cost.
Obama admin finalized plan to fast-track commercial solar development on public lands in southwest.
Norway to double tax on oil industry.
China started its cap-and-trade carbon market.
Shell seeking permit to export US crude. BP and 4 more oils have also applied. What would you decide? Possibly lower pump prices in US or govt income from exports and better trade balance? Duh, politically. What the hell is all the political rhetoric over energy independence since the '70's about? Of course, if we don't have the refining capacity here, we have to export crude. And our refining capacity continues to erode or corrode.
IEA: N America, global crude supply set to outstrip demand.
Treasury investigating Solar City (impending IPO) for its use of "fair market value" pricing on leased systems. Issue is Fed's 30% tax cred for solar based on installed system cost. Solar City's price often up to 50% higher for leased systems than for customer-owned installs. Cost govt $10M extra since '08. Comp also took Fed depreciation bonus, adding $6-7M more.
Polysilicon forecasted to fall 6% more by mid-'13 to record low $18/kg. $475 in '08. Major manufacturers in China, S Korea halted factory expansions. Polysil ~1/4 cost of PV solar panels. Capacity now enough for 40-45Gw of panels/year. Analysts expect 30-35Gw production this year. Polysi also used in eltronics, of course.
IEA: China could become oil product exports powerhouse if all planned refining capacity expansion projects go forth.
Sauds made NG discovery offshore in Red Sea.
Oil industry suing to overturn US rule requiring comps to report their payments to foreign govts to develop oil/NG fields. Saying it provides competitors valuable secrets. Huh.
Celtic Sea oil field may make Ireland self sufficient, possible exporter.
2 Euro insurers withdrew coverage for Iran oil trade tankers. Hong Kong comp storing Iran oil in them.
Bunge-Eugon to suspend production at Miss ethanol plant by end of Nov. High corn prices. Opened in '08. $3.8B/y revenues.
FL Biofuels plant now online. Waste veg oil to biodiesel. 6K gal/d. $500K county grant.
Lootah Biofuels, Algae Oil MOU for mass production of algae-based biofuels in Dubai.
Uranium spot prices hit 2-year low of $46. I'm not sure if that's in pounds or tons. I'm thinking pounds. Japan's nuke future (Germany, UK and others), excess inventory, slowing growth in China cited. Was near $70 before Fuku.
Oman may be planning 200M bl oil storage facility. Good side of Hormuz. Cushing, OK 62M bls. Abu Dhabi planning 230Kb/d refinery same location.
UK could face blackouts by '15 with phase-out of coal-fired power plants. Well, that's pretty stupid risk.
Crown State predicts UK has 153Gw tidal power potential. Yea, well, any going in water before '15?
Pattern Energy Group closed finance on 265Mw Cal wind farm. Siemens 2.37Mw turbines. 7 financiers. Almost all power online this year. Another one under the wire.
Corrosion likely cause of Chevron Cal refinery fire.
NRC: Diablo Canyon nuke seismically safe. Uh huh. Was Fuku deemed same?
Study links NC coal ash dumps to waterway, sediment contamination. (Mercury et al.)
China activist faces prison for publishing enviro books. Thankful to live in USA or other country with rights under law?
Under existing US rules, hydropower not qualified as "renewable" E (clean). Does that make any sense?
Cal to require PG&E to absorb 2/3 of cost to modernize NG pipeline system (after '10 explosion). PG&E wanted customers to pay 85% of cost.
Obama admin finalized plan to fast-track commercial solar development on public lands in southwest.
Norway to double tax on oil industry.
China started its cap-and-trade carbon market.
Shell seeking permit to export US crude. BP and 4 more oils have also applied. What would you decide? Possibly lower pump prices in US or govt income from exports and better trade balance? Duh, politically. What the hell is all the political rhetoric over energy independence since the '70's about? Of course, if we don't have the refining capacity here, we have to export crude. And our refining capacity continues to erode or corrode.
IEA: N America, global crude supply set to outstrip demand.
Treasury investigating Solar City (impending IPO) for its use of "fair market value" pricing on leased systems. Issue is Fed's 30% tax cred for solar based on installed system cost. Solar City's price often up to 50% higher for leased systems than for customer-owned installs. Cost govt $10M extra since '08. Comp also took Fed depreciation bonus, adding $6-7M more.
Polysilicon forecasted to fall 6% more by mid-'13 to record low $18/kg. $475 in '08. Major manufacturers in China, S Korea halted factory expansions. Polysil ~1/4 cost of PV solar panels. Capacity now enough for 40-45Gw of panels/year. Analysts expect 30-35Gw production this year. Polysi also used in eltronics, of course.
IEA: China could become oil product exports powerhouse if all planned refining capacity expansion projects go forth.
Sauds made NG discovery offshore in Red Sea.
Oil industry suing to overturn US rule requiring comps to report their payments to foreign govts to develop oil/NG fields. Saying it provides competitors valuable secrets. Huh.
Celtic Sea oil field may make Ireland self sufficient, possible exporter.
2 Euro insurers withdrew coverage for Iran oil trade tankers. Hong Kong comp storing Iran oil in them.
Bunge-Eugon to suspend production at Miss ethanol plant by end of Nov. High corn prices. Opened in '08. $3.8B/y revenues.
FL Biofuels plant now online. Waste veg oil to biodiesel. 6K gal/d. $500K county grant.
Lootah Biofuels, Algae Oil MOU for mass production of algae-based biofuels in Dubai.
Uranium spot prices hit 2-year low of $46. I'm not sure if that's in pounds or tons. I'm thinking pounds. Japan's nuke future (Germany, UK and others), excess inventory, slowing growth in China cited. Was near $70 before Fuku.
Oman may be planning 200M bl oil storage facility. Good side of Hormuz. Cushing, OK 62M bls. Abu Dhabi planning 230Kb/d refinery same location.
UK could face blackouts by '15 with phase-out of coal-fired power plants. Well, that's pretty stupid risk.
Crown State predicts UK has 153Gw tidal power potential. Yea, well, any going in water before '15?
Pattern Energy Group closed finance on 265Mw Cal wind farm. Siemens 2.37Mw turbines. 7 financiers. Almost all power online this year. Another one under the wire.
Corrosion likely cause of Chevron Cal refinery fire.
NRC: Diablo Canyon nuke seismically safe. Uh huh. Was Fuku deemed same?
Study links NC coal ash dumps to waterway, sediment contamination. (Mercury et al.)
China activist faces prison for publishing enviro books. Thankful to live in USA or other country with rights under law?
MONDAY OPEN
(stock #'s in %)
Market flat and mixed. Volume normal. Oil down under $90.
IFXY up 47. BLQN up 36. XDSL up 16. MMMW up 12. CREG up 10. ORYN up 4.
CRGE down 50. BFRE down 29. VNDB down 16. CABN down 14. WTWO down 7. VSPC, XSNX down 3. NTCXF, NENE down 1.
Market flat and mixed. Volume normal. Oil down under $90.
IFXY up 47. BLQN up 36. XDSL up 16. MMMW up 12. CREG up 10. ORYN up 4.
CRGE down 50. BFRE down 29. VNDB down 16. CABN down 14. WTWO down 7. VSPC, XSNX down 3. NTCXF, NENE down 1.
Saturday, October 13, 2012
STUFF
OSU engineer has way to dramatically increase solar cell efficiency. Invented circuit boards that reduce power loss in cells. 50% more efficiency. Goes in right behind cell. Now board needs to get smaller, cheaper, more durable.
Green Energy Team to begin construction early next year on 6.7Mw Kauai power plant to burn wood chips from local trees. Will provide ~11% of island's el needs and replace ~3.7M gal of diesel per year. $73M loan guarantee from USDA Rural Utilities Service. $90M plant, funded by Deutsche Bank. Completion in '14. Really, no wind or sun there?
DOI green light for 2-3Gw WY wind farm. Next step BLM enviro analysis for farm, transmission line, rail distribution facility, substations for grid connect, roads. Breaking ground in '13, turbine installs beginning in '14.
Vestas laid off 80 more at Colo wind turbine blade factory.
China has ~52 autos/1K folks. US, Euro ~457.
Switching from coal to combined-cycle NG power plants could save TX 53B gal/y of fresh water besides CO2 emissions. And who knows when the drought will end?
PA gave air quality approval for build of 1st combined-cycle NG plant in state. 936Mw. 2nd plant on drawing boards. Coal state becoming fracking state.
Salt River Project switched on 19Mw solar plant in AZ. Single-axis tracking. Eliminates 21K metric tons CO2/yr, equivalent 4K cars off the road.
Hundreds of miles of high-volt transmission lines set to be placed, powered up next year as part of $7B TX project to transmit west TX clean E to east TX cities. Initiative approved in '05. Eventually 18.5Gw of wind power to be transmitted over 2.4K miles of lines. State now has > 10Gw of wind gen cap.
Wells Fargo financing 11.3Mw NM solar project. Sun Ed development. Bank has financed > $1B of solar since '07. To date, WF provided > $2.8B equity plus > $900M debt finance for clean/ren projects in 28 states. The 11.3Mw project also saves > 4.5M gal of water/yr versus a fossil fuel plant.
Covanta finished expansion of Honolulu waste-to-energy plant. 3rd boiler adding cap by 900 tons/day of waste, total now 3K tons. Comp now processing all of Oahu's post-recycled muni solid waste. Producing 90Mw of power, ~8% of island's el needs. Elims need for 1M tons/yr of diesel oil, reduces GHG emiss by almost 1M tons/yr v. fossil fuel power.
Uganda opened 250Mw hydropower plant to nearly double country's el supply, virtually eliminating future power shortages, blackouts. $900M. 5-year build. Country's el demand has been growing 10%/yr.
Green Energy Team to begin construction early next year on 6.7Mw Kauai power plant to burn wood chips from local trees. Will provide ~11% of island's el needs and replace ~3.7M gal of diesel per year. $73M loan guarantee from USDA Rural Utilities Service. $90M plant, funded by Deutsche Bank. Completion in '14. Really, no wind or sun there?
DOI green light for 2-3Gw WY wind farm. Next step BLM enviro analysis for farm, transmission line, rail distribution facility, substations for grid connect, roads. Breaking ground in '13, turbine installs beginning in '14.
Vestas laid off 80 more at Colo wind turbine blade factory.
China has ~52 autos/1K folks. US, Euro ~457.
Switching from coal to combined-cycle NG power plants could save TX 53B gal/y of fresh water besides CO2 emissions. And who knows when the drought will end?
PA gave air quality approval for build of 1st combined-cycle NG plant in state. 936Mw. 2nd plant on drawing boards. Coal state becoming fracking state.
Salt River Project switched on 19Mw solar plant in AZ. Single-axis tracking. Eliminates 21K metric tons CO2/yr, equivalent 4K cars off the road.
Hundreds of miles of high-volt transmission lines set to be placed, powered up next year as part of $7B TX project to transmit west TX clean E to east TX cities. Initiative approved in '05. Eventually 18.5Gw of wind power to be transmitted over 2.4K miles of lines. State now has > 10Gw of wind gen cap.
Wells Fargo financing 11.3Mw NM solar project. Sun Ed development. Bank has financed > $1B of solar since '07. To date, WF provided > $2.8B equity plus > $900M debt finance for clean/ren projects in 28 states. The 11.3Mw project also saves > 4.5M gal of water/yr versus a fossil fuel plant.
Covanta finished expansion of Honolulu waste-to-energy plant. 3rd boiler adding cap by 900 tons/day of waste, total now 3K tons. Comp now processing all of Oahu's post-recycled muni solid waste. Producing 90Mw of power, ~8% of island's el needs. Elims need for 1M tons/yr of diesel oil, reduces GHG emiss by almost 1M tons/yr v. fossil fuel power.
Uganda opened 250Mw hydropower plant to nearly double country's el supply, virtually eliminating future power shortages, blackouts. $900M. 5-year build. Country's el demand has been growing 10%/yr.
Friday, October 12, 2012
FRIDAY CLOSE
(stock #'s in %)
Market pretty flat and mixed. Volume light. Naz under 50 day lines. Oil down under $92. Iraq buying $1B worth of Czech military aircraft. Gm venture with Peugeot. Autos still owe bailout billions. Last saw NG at $3.60. I see it going higher. US' 4th largest budget deficit since WW2. Probably that last 4 years. A Richter painting owned by Clapton sold for 30x whata Eric payed in '01. $34M. Way to go Eric. Red, dark blue, yellow abstact. Often painted with squeeG.
CPWY up 64 on 10K shares. APWR up 35 on 9K . SLMU up 33 on insider buying. All of 68K. EVSI up 23 on 23K. Can't make this stuff up. VNDB up 20. QTMM up 18. BIOF, IFXY up 13. CERP up 12. AMPD, GERS up 11. ALTI up 8. LEOM up 4. FSLR up near 2. Solar tariffs, Solyndra suit. Whatev. NENE up 1. XSNX flat.
CSOL down 54 on 30K. SATC down 32. No news yet. They must be going under. CRCL, NPWZ down 21. CBWP down 20 on 14oo shares?!. GWBU down to a penny, 16 on almost 8M shares. The pump un the dump. CSGH down 14. NEXS down 11. AMLM, EFOI down 10. CWET down 9. ECOS down 8. WTWO down 6 after up 50 yesterday. NTCXF down 5.
Market pretty flat and mixed. Volume light. Naz under 50 day lines. Oil down under $92. Iraq buying $1B worth of Czech military aircraft. Gm venture with Peugeot. Autos still owe bailout billions. Last saw NG at $3.60. I see it going higher. US' 4th largest budget deficit since WW2. Probably that last 4 years. A Richter painting owned by Clapton sold for 30x whata Eric payed in '01. $34M. Way to go Eric. Red, dark blue, yellow abstact. Often painted with squeeG.
CPWY up 64 on 10K shares. APWR up 35 on 9K . SLMU up 33 on insider buying. All of 68K. EVSI up 23 on 23K. Can't make this stuff up. VNDB up 20. QTMM up 18. BIOF, IFXY up 13. CERP up 12. AMPD, GERS up 11. ALTI up 8. LEOM up 4. FSLR up near 2. Solar tariffs, Solyndra suit. Whatev. NENE up 1. XSNX flat.
CSOL down 54 on 30K. SATC down 32. No news yet. They must be going under. CRCL, NPWZ down 21. CBWP down 20 on 14oo shares?!. GWBU down to a penny, 16 on almost 8M shares. The pump un the dump. CSGH down 14. NEXS down 11. AMLM, EFOI down 10. CWET down 9. ECOS down 8. WTWO down 6 after up 50 yesterday. NTCXF down 5.
STUFF
Newly discovered oil sheen along Gulf Coast linked to BP spill.
Native American nations adding their objections to effort to stop proposed northwest coal terminals.
USDA raised its estimate for soybean production 9% from Sept. Puts prod @ 2.86B bushels.
With focus on trains and boats, EPA announced $30M in grants for projects that clean up diesel emissions.
World Bank president says climate change an urgent issue.
Disney announced paper policy aimed at reducing impacts on rainforest destruction.
TEPCO admitting it could have prevented Fukushima. Great.
Solyndra suing Chinese solars Suntech, Trina, Yingli (the ones listed on NYSE) over claims of antitrust conspiracy. Wants $1.5B compensation. An E trade assoc, China's E admin, Chinese banks and Chinese polysilicon makers named as co-conspirators.
Vestas Wind has cut 20% of their US jobs so far this year as it waits for Congress to decide tax credit extension.
Palm oil plantation expansion in Indonesia set to release > 558M metric tons of CO2 per year by '20, > Canada's yearly emissions. Yale/Stanford study. Rainforests cleared, sometimes burned. Emissions multiplied when clearing occurs on peatlands which store vast amount of carbon. EPA decided in Jan to deny palm oil as biofuel in RFS. Falls 3% short of 20% GHG redux standard. No final decision yet.
Native American nations adding their objections to effort to stop proposed northwest coal terminals.
USDA raised its estimate for soybean production 9% from Sept. Puts prod @ 2.86B bushels.
With focus on trains and boats, EPA announced $30M in grants for projects that clean up diesel emissions.
World Bank president says climate change an urgent issue.
Disney announced paper policy aimed at reducing impacts on rainforest destruction.
TEPCO admitting it could have prevented Fukushima. Great.
Solyndra suing Chinese solars Suntech, Trina, Yingli (the ones listed on NYSE) over claims of antitrust conspiracy. Wants $1.5B compensation. An E trade assoc, China's E admin, Chinese banks and Chinese polysilicon makers named as co-conspirators.
Vestas Wind has cut 20% of their US jobs so far this year as it waits for Congress to decide tax credit extension.
Palm oil plantation expansion in Indonesia set to release > 558M metric tons of CO2 per year by '20, > Canada's yearly emissions. Yale/Stanford study. Rainforests cleared, sometimes burned. Emissions multiplied when clearing occurs on peatlands which store vast amount of carbon. EPA decided in Jan to deny palm oil as biofuel in RFS. Falls 3% short of 20% GHG redux standard. No final decision yet.
EARLIER STUFF
Commerce Dept set steep final tariffs (34-47%) on China solars. But rejected pleas too expand it to Chinese panels made with non-Chinese cells.
IRS, DOE fighting Solyndra bankruptcy plan because its main purpose is tax benefits for parent comp.
Study: US production, support of ethanol contributing to global food crisis.
Researchers found new weather pattern - climate feedback loop they call "Arctic amplification". Strong blasts of warm air from south to north has fueled Arctic thaw, Greenland ice sheet thaw, unusually wet Euro summers and western US fires.
Report: extreme weather around world increasing most dramatically in N America.
Japanese carbon tax will cost utilities $1B/yr starting in '16.
Crack found in PA nuke reactor.
Cal giving $20M to TSLA, others for green vehicle projects.
Open Hydro (Ireland) and Irish utility were granted rights to develop 100Mw tidal E farm on north coast. '20 completion. Open Hydro working on 2 other tidal projects, 1 in Puget Sound.
Japan approved 1.78Gw of clean E projects, 1.48Gw of it solar, 292Mw wind. Since April, country has added 912Mw in clean E, 885 in solar.
Suzlon - India's largest wind turbine maker - defaulted on $209M convertible bond.
IMF cut forecast of China GDP growth this year to 7.7% from May's 8.8%. '11 growth was 9.3%.
USDA reduced projected US corn yields to 122 bushels/acre, down .8 bu from last month, 25% below spring forecasts. End stocks for '12-'13 projected to be 114M bu lower at 619M. Global corn production lowered 2M tons.
Continental Resources unveiled newest oil field - in OK. May be 1.8B bls oil equivalent.
Rumors Baghdad wants to replace Exxon and other big oils dealing with Kurds with Russian comps.
EIA: US winter will be colder than normal. Heating oil bills should be up 19%, NG heating bills up 15%.
22 US governors saying their states will buy at least 10K NG vehicles each if automakers agree to make them.
2 new wind farms up running in Kan. 210Mw built by Wind Capital Group, 168Mw built by Duke. > $700M total invested. Kan's wind gen capacity will reach > 2.7Gw by yearend.
IRS, DOE fighting Solyndra bankruptcy plan because its main purpose is tax benefits for parent comp.
Study: US production, support of ethanol contributing to global food crisis.
Researchers found new weather pattern - climate feedback loop they call "Arctic amplification". Strong blasts of warm air from south to north has fueled Arctic thaw, Greenland ice sheet thaw, unusually wet Euro summers and western US fires.
Report: extreme weather around world increasing most dramatically in N America.
Japanese carbon tax will cost utilities $1B/yr starting in '16.
Crack found in PA nuke reactor.
Cal giving $20M to TSLA, others for green vehicle projects.
Open Hydro (Ireland) and Irish utility were granted rights to develop 100Mw tidal E farm on north coast. '20 completion. Open Hydro working on 2 other tidal projects, 1 in Puget Sound.
Japan approved 1.78Gw of clean E projects, 1.48Gw of it solar, 292Mw wind. Since April, country has added 912Mw in clean E, 885 in solar.
Suzlon - India's largest wind turbine maker - defaulted on $209M convertible bond.
IMF cut forecast of China GDP growth this year to 7.7% from May's 8.8%. '11 growth was 9.3%.
USDA reduced projected US corn yields to 122 bushels/acre, down .8 bu from last month, 25% below spring forecasts. End stocks for '12-'13 projected to be 114M bu lower at 619M. Global corn production lowered 2M tons.
Continental Resources unveiled newest oil field - in OK. May be 1.8B bls oil equivalent.
Rumors Baghdad wants to replace Exxon and other big oils dealing with Kurds with Russian comps.
EIA: US winter will be colder than normal. Heating oil bills should be up 19%, NG heating bills up 15%.
22 US governors saying their states will buy at least 10K NG vehicles each if automakers agree to make them.
2 new wind farms up running in Kan. 210Mw built by Wind Capital Group, 168Mw built by Duke. > $700M total invested. Kan's wind gen capacity will reach > 2.7Gw by yearend.
FRIDAY OPEN
(stock #'s in %)
Market up 38/7/0. Volume a little light. Oil over $92.
NGLPF up 25. DYMTF up 14. ORYN up 2. NENE up 1.
SATC down 32 to new low. CRGE down 30. GWBU down 15. XDSL down 14. CSGH down 13. CSOL down 9. WEST, NPWZ down 7. XSNX down 3. NTCXF down 1.
Market up 38/7/0. Volume a little light. Oil over $92.
NGLPF up 25. DYMTF up 14. ORYN up 2. NENE up 1.
SATC down 32 to new low. CRGE down 30. GWBU down 15. XDSL down 14. CSGH down 13. CSOL down 9. WEST, NPWZ down 7. XSNX down 3. NTCXF down 1.
Thursday, October 11, 2012
THURSDAY CLOSE
(stock #'s in %)
Market flat to down. Volume light. Oil - Bloomberg now reporting Brent - $116. Always changes. What the hell ever stays the same. Especially on the internet.
BOPO up 81 on 1K shares. What a market. CSOL up 78. I guess the spread. Freackin crazy. WTWO up 50. About time. WWPW up 42. Go figure. VSPC up 36. Back over a cent. CPWY up 33. EWRL up 26. SLMU up 20. HOKU, NFEC up 16. RSOL, CABN up 12. AMLM, APWR, CWET up 11. CBAK, LSCG, LEOM up 10. FCEL up 9. NTCXF up 4. NENE up alomst 2. VNDB flat spinning wheels.
AEHI down 33. PSPW down 21. BLDW down 15. AMPD, NPWZ, SENY, BFRE down 11. GERS down 9. XSNX down 5.
Market flat to down. Volume light. Oil - Bloomberg now reporting Brent - $116. Always changes. What the hell ever stays the same. Especially on the internet.
BOPO up 81 on 1K shares. What a market. CSOL up 78. I guess the spread. Freackin crazy. WTWO up 50. About time. WWPW up 42. Go figure. VSPC up 36. Back over a cent. CPWY up 33. EWRL up 26. SLMU up 20. HOKU, NFEC up 16. RSOL, CABN up 12. AMLM, APWR, CWET up 11. CBAK, LSCG, LEOM up 10. FCEL up 9. NTCXF up 4. NENE up alomst 2. VNDB flat spinning wheels.
AEHI down 33. PSPW down 21. BLDW down 15. AMPD, NPWZ, SENY, BFRE down 11. GERS down 9. XSNX down 5.
THURSDAY OPEN
(stock #'s in %)
Market up 54/21/8. Volume normal. Oil above $92.
CPWY up 118. CSOL up 78. VSPC, EWRL up 32. WTWO up 20. CWET up 13. CABN up 12. CBAK up 8. ORYN, AONE up 7. NTCXF up 2.
GERS down 29. AMLM down 25. AMEL, PSPW down 21. CRCL down 18.
Market up 54/21/8. Volume normal. Oil above $92.
CPWY up 118. CSOL up 78. VSPC, EWRL up 32. WTWO up 20. CWET up 13. CABN up 12. CBAK up 8. ORYN, AONE up 7. NTCXF up 2.
GERS down 29. AMLM down 25. AMEL, PSPW down 21. CRCL down 18.
Wednesday, October 10, 2012
STUFF
GE and Perth utility started Australia's biggest solar farm to power seawater desalination plant. 10Mw. FLSR panels. May expand to 40Mw.
Admin issued final approval for 3Gw WY wind farm. Will fulfill goal of '05's Energy Policy Act of 10Gw of clean E on fed land by '15.
DOD considering using its pocket book to boost production of fuel cells, light weight materials.
Study: palm oil industry appears to be draining Indonesia's C sink. (Taking down forests for less C-soaking palm trees.)
GE, Walmart teaming up with Chinese solars to lobby for free trade.
Canada moving on climate-enhanced algae blooms in Great Lakes. (US owns Great Lakes too.)
Exxon calling for EU power/NG market coordination to cut CO2. Leading utility exec says EU must raise C redux target.
Govt official says Indian farm production becoming climate change resistant.
Romney says he would promote growth of ag sector. Criticized Obama's "over zealous" regs and taxes. Would maintain RFS. Elim of estate tax (20 years too late for me.) Expand foreign trade agreements. Says Obama's ag policies "out of touch". "Counterproductive". Oops, tho, farmers only 1% of voters, but influential.
BLM official blasts agency for valuing drillingover conservation.
Rocky Mountain National Park on fire?
Judge let EPA continue with soot experiments. Everything in courts.
IG report raises cost, risk concerns of phased reopening of Hanaford plant.
Treasury launched probe of solar tax cred program.
EU rejected Arctic drilling moratorium.
Honda offering $3K of free fuel for NG Civic customers.
Methane leaks from soil under NJ schools.
Indonesia facing smog probs.
Sweetheart deal for Philly refinery uner fire in PA court. Carlyle Group buy of Sunoco refinery. Fast-tracked air permits. East coast's largest refinery. 330K bls/d.
~1/4 of Mongolia's 2.8M peeps are nomadic herders. Yaks, sheep, cattle, goats, camels. Live in gers. Now comes solar power.
Suntech - biggest solar panel maker in world - may have few options as it seeks to negotiate debt. Analysts say it may be insurmountable. And China govt, as reported, may rescue.
Admin issued final approval for 3Gw WY wind farm. Will fulfill goal of '05's Energy Policy Act of 10Gw of clean E on fed land by '15.
DOD considering using its pocket book to boost production of fuel cells, light weight materials.
Study: palm oil industry appears to be draining Indonesia's C sink. (Taking down forests for less C-soaking palm trees.)
GE, Walmart teaming up with Chinese solars to lobby for free trade.
Canada moving on climate-enhanced algae blooms in Great Lakes. (US owns Great Lakes too.)
Exxon calling for EU power/NG market coordination to cut CO2. Leading utility exec says EU must raise C redux target.
Govt official says Indian farm production becoming climate change resistant.
Romney says he would promote growth of ag sector. Criticized Obama's "over zealous" regs and taxes. Would maintain RFS. Elim of estate tax (20 years too late for me.) Expand foreign trade agreements. Says Obama's ag policies "out of touch". "Counterproductive". Oops, tho, farmers only 1% of voters, but influential.
BLM official blasts agency for valuing drillingover conservation.
Rocky Mountain National Park on fire?
Judge let EPA continue with soot experiments. Everything in courts.
IG report raises cost, risk concerns of phased reopening of Hanaford plant.
Treasury launched probe of solar tax cred program.
EU rejected Arctic drilling moratorium.
Honda offering $3K of free fuel for NG Civic customers.
Methane leaks from soil under NJ schools.
Indonesia facing smog probs.
Sweetheart deal for Philly refinery uner fire in PA court. Carlyle Group buy of Sunoco refinery. Fast-tracked air permits. East coast's largest refinery. 330K bls/d.
~1/4 of Mongolia's 2.8M peeps are nomadic herders. Yaks, sheep, cattle, goats, camels. Live in gers. Now comes solar power.
Suntech - biggest solar panel maker in world - may have few options as it seeks to negotiate debt. Analysts say it may be insurmountable. And China govt, as reported, may rescue.
WEDNESDAY OPEN
(stock #'s in %)
Market down 70/5/4. Volume normal. Oil up over $93. IMF: Euro banks facing $4.5T sell-off of assets.
CLNT up 31 on $2.2M order. Jump off 50-day lines, between 200's. LEOM up 26. JUHL, NGLPF up 25. ORYN, XSNX up 12. WTWO up 10. NENE up 1.
CSOL down 43. SLMU down 41. BLQN down 31. GERS down 27. CRCL down 21. AMEL down 20. MGLT down 17. BSRC, RNWEF down 16. ECOS down 15. TMEN, VNDB down 14. BLDP down 10. NTCXF down 2. VSPC flat after yesterday's big jump, up 4x this month.
Market down 70/5/4. Volume normal. Oil up over $93. IMF: Euro banks facing $4.5T sell-off of assets.
CLNT up 31 on $2.2M order. Jump off 50-day lines, between 200's. LEOM up 26. JUHL, NGLPF up 25. ORYN, XSNX up 12. WTWO up 10. NENE up 1.
CSOL down 43. SLMU down 41. BLQN down 31. GERS down 27. CRCL down 21. AMEL down 20. MGLT down 17. BSRC, RNWEF down 16. ECOS down 15. TMEN, VNDB down 14. BLDP down 10. NTCXF down 2. VSPC flat after yesterday's big jump, up 4x this month.
STUFF
Aurora Algae got $2M Australian to develop pilot plant to produce 12-15 metric tons of algae biomass per month in 6 1-acre ponds. They plan to break ground in '14 for 250-acre facility to produce up to 600 metric tons/month, scalable to 5K acres.
NSF awarded $2M to TX A&M researchers for genetic engineering research on algae for faster biofuel outputs. Focus on genetic code for lipid production from B. braunii, transferring it into fast growing algae.
Siemens began testing world's largest wind turbine rotor - blades 505 feet.
74% of Americans say global warming affecting weather in US, up 5% from March.
Researchers suggesting climate change could vastly reduce maize and bean harvests in Central America by '20's.
Commonwealth Ed - 3.8M IL customers - shelved 1 of country's largest upcoming smart grid projects over cost disagreement.
Admin asked fed appeals court to reconsider decision to throw out rule aimed at regulating harmful air emissions that cross state lines.
Euro rush for clean E sources has far outpaced grid's ability to move the power where needed. Compounded by most E policies firmly domestic. Likely to get much worse before better.
Experts see Africa ripe for surge in wheat production.
Euro solars divided on push to penalize China for alleged dumping.
Research: CO2 emissions go up fast when econ booms, drop more slowly when it doesn't.
US, UK newspapers give climate change skepticism more clout. (Who reads them anymore?)
TVA increasingly turning to NG over coal for power gen. (NG nearing $3.50 now, coal cheaper again.)
Oil/NG comps on Monday will have to start emailing EPA before fracking. Harder aspects of rules kick in Jan '15.
Arkansas landowners sueing gas comps for alleged underground pollution.
Soap makers, biodiesel industry sparring over animal fat.
Forest Service, Coast Guard latest money challenged.
Supreme Court chose not to intervene in Chevron v. Ecuador over $18B fine for alleged oil pollution.
Admin reached 10Gw clean E threshold 3 years early.
IEA: Iraq could become world's 2nd largest oil producer/exporter by '35. But has to increase investment to $25B/y from $9B now.
Reports China govt preparing rescue package for Suntech, other major China solars.
VC funding for solar down 80% to $72M in Q3, lowest since '08. Global investment in all clean E down 20% in Q3 v. year ago. $56.6B, down 5% from Q2. Record $280B invested in clean and low-C techs in '11. Q3 solar investment $33.8B, wind $15.5B. US Q3 investment $7.3B, down 28% from Q2, down 62% from year ago.
EPA: methane in 2 PA water wells linked to Marcellus fracking by Cabot.
Paseo Biofuels and Cargill planning 40% capacity expansion at Kansas City plant. Now produces 40M gal biodiesel, 30M lbs food-grade glycerin per year. Uses soybean oil. March '13 completion.
Research team in FL examining carinata seeds as feedstock for low cost, high grade jet fuel.
Soufflet Group in France secured $145M for agri-industrial biofuels research facility with govt, institutional partners. Focus on solid state fermentation.
IBERDOLA and Vattenfall began development of 7.2Gw wind farm off Brit east coast. 1st stage 23M Euro for 2 weather monitoring stations.
Terra Firma and China Development Bank setting up $5B clean/renewable E investment fund.
Oil producing countries in Mideast and N Africa plan to spend combined $740B on E projects next 5 years.
UK shale gas industry to get boost from new tax regime.
Saudi Aramco to double their oil exports to US because large TX refinery (Motiva) reopens soon. 16M barrels more per month.
E.ON building 201Mw wind farm in IN. Vestas 1.8Mw turbines. Online by yearend. Comp's 17th farm in N America, over 2.5Gw.
NSF awarded $2M to TX A&M researchers for genetic engineering research on algae for faster biofuel outputs. Focus on genetic code for lipid production from B. braunii, transferring it into fast growing algae.
Siemens began testing world's largest wind turbine rotor - blades 505 feet.
74% of Americans say global warming affecting weather in US, up 5% from March.
Researchers suggesting climate change could vastly reduce maize and bean harvests in Central America by '20's.
Commonwealth Ed - 3.8M IL customers - shelved 1 of country's largest upcoming smart grid projects over cost disagreement.
Admin asked fed appeals court to reconsider decision to throw out rule aimed at regulating harmful air emissions that cross state lines.
Euro rush for clean E sources has far outpaced grid's ability to move the power where needed. Compounded by most E policies firmly domestic. Likely to get much worse before better.
Experts see Africa ripe for surge in wheat production.
Euro solars divided on push to penalize China for alleged dumping.
Research: CO2 emissions go up fast when econ booms, drop more slowly when it doesn't.
US, UK newspapers give climate change skepticism more clout. (Who reads them anymore?)
TVA increasingly turning to NG over coal for power gen. (NG nearing $3.50 now, coal cheaper again.)
Oil/NG comps on Monday will have to start emailing EPA before fracking. Harder aspects of rules kick in Jan '15.
Arkansas landowners sueing gas comps for alleged underground pollution.
Soap makers, biodiesel industry sparring over animal fat.
Forest Service, Coast Guard latest money challenged.
Supreme Court chose not to intervene in Chevron v. Ecuador over $18B fine for alleged oil pollution.
Admin reached 10Gw clean E threshold 3 years early.
IEA: Iraq could become world's 2nd largest oil producer/exporter by '35. But has to increase investment to $25B/y from $9B now.
Reports China govt preparing rescue package for Suntech, other major China solars.
VC funding for solar down 80% to $72M in Q3, lowest since '08. Global investment in all clean E down 20% in Q3 v. year ago. $56.6B, down 5% from Q2. Record $280B invested in clean and low-C techs in '11. Q3 solar investment $33.8B, wind $15.5B. US Q3 investment $7.3B, down 28% from Q2, down 62% from year ago.
EPA: methane in 2 PA water wells linked to Marcellus fracking by Cabot.
Paseo Biofuels and Cargill planning 40% capacity expansion at Kansas City plant. Now produces 40M gal biodiesel, 30M lbs food-grade glycerin per year. Uses soybean oil. March '13 completion.
Research team in FL examining carinata seeds as feedstock for low cost, high grade jet fuel.
Soufflet Group in France secured $145M for agri-industrial biofuels research facility with govt, institutional partners. Focus on solid state fermentation.
IBERDOLA and Vattenfall began development of 7.2Gw wind farm off Brit east coast. 1st stage 23M Euro for 2 weather monitoring stations.
Terra Firma and China Development Bank setting up $5B clean/renewable E investment fund.
Oil producing countries in Mideast and N Africa plan to spend combined $740B on E projects next 5 years.
UK shale gas industry to get boost from new tax regime.
Saudi Aramco to double their oil exports to US because large TX refinery (Motiva) reopens soon. 16M barrels more per month.
E.ON building 201Mw wind farm in IN. Vestas 1.8Mw turbines. Online by yearend. Comp's 17th farm in N America, over 2.5Gw.
Tuesday, October 9, 2012
TUESDAY OPEN
(stock #'s in %)
Market down 88/44/11. Volume light. Naz down to 50-day lines. Oil up near $91. IMF: "Alarmingly high" risk of deeper global slump. $4.2B arms deals with Iraq for Russia.
CSOL up 50. XSNX up 20. BIOF up 15. 2-day run off 50-day lines up into 200-days. VSPC up 14 more on USDA approval of their biofuel feedstock. Now a quadruple from recent bottom. NEXS up 12, back between 200-days. PEIX up 5, back over 50-days. OOIL up 2 on Australia patent.
BOPO down 39. New low. XDSL down 21. NGLPF down 20. WTWO down 16. BLQN down 13. VNDB down 12. PSPW down 11. AMEL down 9, back to bottom. NTCXF down 4.
Market down 88/44/11. Volume light. Naz down to 50-day lines. Oil up near $91. IMF: "Alarmingly high" risk of deeper global slump. $4.2B arms deals with Iraq for Russia.
CSOL up 50. XSNX up 20. BIOF up 15. 2-day run off 50-day lines up into 200-days. VSPC up 14 more on USDA approval of their biofuel feedstock. Now a quadruple from recent bottom. NEXS up 12, back between 200-days. PEIX up 5, back over 50-days. OOIL up 2 on Australia patent.
BOPO down 39. New low. XDSL down 21. NGLPF down 20. WTWO down 16. BLQN down 13. VNDB down 12. PSPW down 11. AMEL down 9, back to bottom. NTCXF down 4.
STUFF
Solar City filed for $201M IPO.
Helio Sage Energy launched $105M fund for purchase of late stage PV solar projects in '13. Backed by US Fortune 500 comp with experience in owning, operating energy assets. Criteria include projects of 2-30Mw, credit worthy power buyers. 2nd fund of similar size established for '14.
Since begin of Production Tax Credit, wind industry has lowered costs >90%.
Russia banned Monsanto gen mod corn.
AZ Public Service plans to decommission 3 oldest units of 4 Corners power plant by yearend. 2 other units produce majority of power. Capacity will drop to 1.54Gw from 2.1.
USDA awarded Dairyland Power Coop $262M loan guarantee to cut coal emissions ($400M at 2 plants), $9.5M for smart grid development, increase efficiency and add 81 miles of transmission line in Wisc.
BLM gave Alta Rock Energy permission to start injecting water into series of cracks ~2 miles below Oregon volcano for geothermal power production. Testing phase through '14.
MN ordering Xcel Energy to retain $5M/y solar rebate program through '15. Funded by Xcel ratepayers. Rebates to > 500 customers since '10, met goal of adding 6Mw.
BBLU's subsid Xnergy and Greenwood Biosar in JV to build 6 solar projects in Cal, total ~1Mw.
Fed judge ruled ND's lawsuit against MN over right to sell new coal-generated power across state lines can go forward. "Plausible" case '07 MN energy law invalid because fed law preempts it. Threw out 2 ND claims that MN's law violated US Constitution.
Wisc Public Service buying Fox Energy. $440M includes $390M for 593Mw combined-cycle power plant fueled either by NG or diesel.
A Canary Island building hybrid 11Mw hydropower, 11Mw windfarm project. 6Mw to pump water into higher storage. Will supply 65% of island's el needs, cutting out diesel. Online March '13.
Eaton producing it's own solar el at Bonn site. "Environmental protection, sustainability top priorities for us". Add to those desire to reduce operating costs, promotion of their own products.
Here's why FSLR got dropped last week. Up to 232K panels may need to be replaced. "May over time develop loose cord-plate attachment." Was reported in Aug guidance. No "significant" impact on earnings. Risk of el shock, fire. (Don't put them on rooftops).
Helio Sage Energy launched $105M fund for purchase of late stage PV solar projects in '13. Backed by US Fortune 500 comp with experience in owning, operating energy assets. Criteria include projects of 2-30Mw, credit worthy power buyers. 2nd fund of similar size established for '14.
Since begin of Production Tax Credit, wind industry has lowered costs >90%.
Russia banned Monsanto gen mod corn.
AZ Public Service plans to decommission 3 oldest units of 4 Corners power plant by yearend. 2 other units produce majority of power. Capacity will drop to 1.54Gw from 2.1.
USDA awarded Dairyland Power Coop $262M loan guarantee to cut coal emissions ($400M at 2 plants), $9.5M for smart grid development, increase efficiency and add 81 miles of transmission line in Wisc.
BLM gave Alta Rock Energy permission to start injecting water into series of cracks ~2 miles below Oregon volcano for geothermal power production. Testing phase through '14.
MN ordering Xcel Energy to retain $5M/y solar rebate program through '15. Funded by Xcel ratepayers. Rebates to > 500 customers since '10, met goal of adding 6Mw.
BBLU's subsid Xnergy and Greenwood Biosar in JV to build 6 solar projects in Cal, total ~1Mw.
Fed judge ruled ND's lawsuit against MN over right to sell new coal-generated power across state lines can go forward. "Plausible" case '07 MN energy law invalid because fed law preempts it. Threw out 2 ND claims that MN's law violated US Constitution.
Wisc Public Service buying Fox Energy. $440M includes $390M for 593Mw combined-cycle power plant fueled either by NG or diesel.
A Canary Island building hybrid 11Mw hydropower, 11Mw windfarm project. 6Mw to pump water into higher storage. Will supply 65% of island's el needs, cutting out diesel. Online March '13.
Eaton producing it's own solar el at Bonn site. "Environmental protection, sustainability top priorities for us". Add to those desire to reduce operating costs, promotion of their own products.
Here's why FSLR got dropped last week. Up to 232K panels may need to be replaced. "May over time develop loose cord-plate attachment." Was reported in Aug guidance. No "significant" impact on earnings. Risk of el shock, fire. (Don't put them on rooftops).
Monday, October 8, 2012
MONDAY OPEN
(stock #'s in %)
Market down 25/17/4. Naz volume 3x normal. Oil down under $90. World Bank lowered Asia growth outlook.
WTWO, AEHI up 20. GERS, CHGI up 18. VSPC up 16 more. ORYN up 7. FSLR up 3 on 50Mw contract in India.
NGLPF down 58. AMPD down 36. BHWX down 26. REGI down 21 on Q3 guidance down to $7M loss. IFXY down 20. CABN down 16. ZAAP down 13. XSNX down 8. POWI down 2 on downgrade. AMSC flat. They've doubled their superconducting wire performance and lowered prices.
Market down 25/17/4. Naz volume 3x normal. Oil down under $90. World Bank lowered Asia growth outlook.
WTWO, AEHI up 20. GERS, CHGI up 18. VSPC up 16 more. ORYN up 7. FSLR up 3 on 50Mw contract in India.
NGLPF down 58. AMPD down 36. BHWX down 26. REGI down 21 on Q3 guidance down to $7M loss. IFXY down 20. CABN down 16. ZAAP down 13. XSNX down 8. POWI down 2 on downgrade. AMSC flat. They've doubled their superconducting wire performance and lowered prices.
Saturday, October 6, 2012
FRIDAY CLOSE
(stock #'s in %)
Market mixed. Dow up 34, Naz down 13. Volume very light. Oil down under $90. 873K either rejoined or sought to rejoin US labor force in Sept.
BLDW up 88, up to 50-day lines. BHWX up 71. Passed through 50's up to bottom 200-day. MKTY up 56, same chart move as BHWX. CBWP up 47. ENSL up 39. LEOM up 24. FNVRF up 17, double since June. ZAAP up 13. CRCL up 11. SLMU, BBLU up 10. VSPC up 9 more, up to top (200-day) line. XSNX up 7. NTCXF up 2, up 20 since early Sept.
AEHI down 37. WTWO down 28. APWR down 16. NEXS, EVSI down 13. FSLR, HOKU, OOIL down 11. FSLR back under 50-days. GERS down 9. NENE down 1.
Market mixed. Dow up 34, Naz down 13. Volume very light. Oil down under $90. 873K either rejoined or sought to rejoin US labor force in Sept.
BLDW up 88, up to 50-day lines. BHWX up 71. Passed through 50's up to bottom 200-day. MKTY up 56, same chart move as BHWX. CBWP up 47. ENSL up 39. LEOM up 24. FNVRF up 17, double since June. ZAAP up 13. CRCL up 11. SLMU, BBLU up 10. VSPC up 9 more, up to top (200-day) line. XSNX up 7. NTCXF up 2, up 20 since early Sept.
AEHI down 37. WTWO down 28. APWR down 16. NEXS, EVSI down 13. FSLR, HOKU, OOIL down 11. FSLR back under 50-days. GERS down 9. NENE down 1.
Friday, October 5, 2012
STUFF
New Zealand energy industry cut GHG's 1.9% last year. Decreased coal and NG use; increased wind, geothermal. They delayed measures, tho, that would have raised carbon costs for emitters. Australia intro'd a price 2x that of New Zea's. New Zea got 74% of its el from clean energy in '10. Should I repeat that sentence? Or are we cool? Yay New Zealand!
Kenya comp (M-KOPA) extending credit to low income earners to buy solar power systems. Sold 1K units since June start. Target tens of thousands in year. ~80% of Kenyan households rely on kerosene for el, not linked to grid. Also, a Brit comp plans to install 4K of pay-as-you-go solar units in Kenya. M-KOPA's unit made by US-based comp. Project funders include Gray Ghost Ventures of Atlanta, Shell Foundation and Brit Dept of Intl Development.
US ethanol production averaged 785Kb/d this week, down 24K from last week. Lowest since tracking began June '10. Annual rate of 12.43B gal. Stock 18.8M bls.
GEVO awarded patent to enhance isobutanol production rate.
Wisconsin Energy Institute team demo'd PEM fuel cell that converts acetone to isoproponol. Paves way for glucose to hexanes (gasoline).
Research Institute of Industrial Sci and Tech in S Korea dev'd process to convert sewage sludge into biodiesel. Reduces extraction cost for lipids to 3 cents/liter. Heat-based process v. catalysis. Overcomes probs of impurities that create lower yields.
Alberta Canada agency helping to fund hub for bioecon investments.
CSU's Engines and E Conversion Lab secured $18.5M of private donations to build expansion. Research in grid improvements, biofuel production, improved cook stoves in developing countries (we used to call them 3rd world). Former Colo guvna to direct.
Pakistan pushing ahead on underground gasification of vast coal deposits in Thar Desert. Synthetic diesel. Fischer-Tropsch. WW2 Germany. $10M from govt agency. Cost ~ $40/bl. Cost $25 in S Africa, $28 in China. Paks import diesel @ up to $120/bl.
EIA: US coal exports hit record high 66.2M tons in 1H12. Up 24%. Over 1/2 went to Europe because of their high NG prices.
Alaska NG pipeline could cost $65B. Governor set deadline in Jan. Comps, tho, say "enviro, regs, engineering, financial work still remains."
Sauds may increase crude oil price of oil exported to Asia. Winter demand, several Japan refineries back online.
Sauds to build $640M solar plant in Makkah. 100Mw. That's a little expensive. Could save city up to $587M/y on el bill. Project bids in '13.
Vestas increasing new wind turbine to 8Mw. Tech developments. 1st install may be in '14. 80 meter blades.
Innergex Renewable Energy opened Ontario solar farm. Their 1st. 33Mw for $142M. 59Mw of projects in pipe.
Dead River expanded into el supply biz in Maine. Rates lower than "standard offer" from utilities. Discounted off-peak el that can be used for el thermal storage units. Equiv to $2.90/gal heating oil v. $3.68.
ISEG Solar Service 25Mw farm began ops in AZ. 148 acres. Single-axis tracking. Math, pards. Math.
Cargill, Huntsman, UNIPEC pledged to stop using E-inefficient ships. 350M tons/y, ~ 8% of world cargo shipments. Branson website judges ships. Bad ships 10-15% of fleet. Cargill spends ~$2B/y on ship fuel.
Bloomberg's initiative to plant trees in NYC past halfway. Tree givies in Oct, Nov. Non profit founded by Bette Midler. God bless her, huh? Saw her on stage at Sloppy Joe's on Key West 1980 New Years. Those were days. God bless you Bette. 1.4K trees this year. The species well thought out.
Rapid adoption of single-weed killer for vast majority of US crops has gived rise to superweeds and superbugs. Greater pesticide, herbicide use. Glyphosate. Monsanto. Go figure this up. I sprayed the hard red winter wheat in Colorado to eradicate the Russian wheat aphids. I wanted to end the Cold War so my kid didn't have to deal with it. And that happened. Now we have the dam war against Muslim terrorism. I want to end that too. For my grandchildren. So. Another pesticide/herbicide campaign?
Happy weekend motoring pards.
Kenya comp (M-KOPA) extending credit to low income earners to buy solar power systems. Sold 1K units since June start. Target tens of thousands in year. ~80% of Kenyan households rely on kerosene for el, not linked to grid. Also, a Brit comp plans to install 4K of pay-as-you-go solar units in Kenya. M-KOPA's unit made by US-based comp. Project funders include Gray Ghost Ventures of Atlanta, Shell Foundation and Brit Dept of Intl Development.
US ethanol production averaged 785Kb/d this week, down 24K from last week. Lowest since tracking began June '10. Annual rate of 12.43B gal. Stock 18.8M bls.
GEVO awarded patent to enhance isobutanol production rate.
Wisconsin Energy Institute team demo'd PEM fuel cell that converts acetone to isoproponol. Paves way for glucose to hexanes (gasoline).
Research Institute of Industrial Sci and Tech in S Korea dev'd process to convert sewage sludge into biodiesel. Reduces extraction cost for lipids to 3 cents/liter. Heat-based process v. catalysis. Overcomes probs of impurities that create lower yields.
Alberta Canada agency helping to fund hub for bioecon investments.
CSU's Engines and E Conversion Lab secured $18.5M of private donations to build expansion. Research in grid improvements, biofuel production, improved cook stoves in developing countries (we used to call them 3rd world). Former Colo guvna to direct.
Pakistan pushing ahead on underground gasification of vast coal deposits in Thar Desert. Synthetic diesel. Fischer-Tropsch. WW2 Germany. $10M from govt agency. Cost ~ $40/bl. Cost $25 in S Africa, $28 in China. Paks import diesel @ up to $120/bl.
EIA: US coal exports hit record high 66.2M tons in 1H12. Up 24%. Over 1/2 went to Europe because of their high NG prices.
Alaska NG pipeline could cost $65B. Governor set deadline in Jan. Comps, tho, say "enviro, regs, engineering, financial work still remains."
Sauds may increase crude oil price of oil exported to Asia. Winter demand, several Japan refineries back online.
Sauds to build $640M solar plant in Makkah. 100Mw. That's a little expensive. Could save city up to $587M/y on el bill. Project bids in '13.
Vestas increasing new wind turbine to 8Mw. Tech developments. 1st install may be in '14. 80 meter blades.
Innergex Renewable Energy opened Ontario solar farm. Their 1st. 33Mw for $142M. 59Mw of projects in pipe.
Dead River expanded into el supply biz in Maine. Rates lower than "standard offer" from utilities. Discounted off-peak el that can be used for el thermal storage units. Equiv to $2.90/gal heating oil v. $3.68.
ISEG Solar Service 25Mw farm began ops in AZ. 148 acres. Single-axis tracking. Math, pards. Math.
Cargill, Huntsman, UNIPEC pledged to stop using E-inefficient ships. 350M tons/y, ~ 8% of world cargo shipments. Branson website judges ships. Bad ships 10-15% of fleet. Cargill spends ~$2B/y on ship fuel.
Bloomberg's initiative to plant trees in NYC past halfway. Tree givies in Oct, Nov. Non profit founded by Bette Midler. God bless her, huh? Saw her on stage at Sloppy Joe's on Key West 1980 New Years. Those were days. God bless you Bette. 1.4K trees this year. The species well thought out.
Rapid adoption of single-weed killer for vast majority of US crops has gived rise to superweeds and superbugs. Greater pesticide, herbicide use. Glyphosate. Monsanto. Go figure this up. I sprayed the hard red winter wheat in Colorado to eradicate the Russian wheat aphids. I wanted to end the Cold War so my kid didn't have to deal with it. And that happened. Now we have the dam war against Muslim terrorism. I want to end that too. For my grandchildren. So. Another pesticide/herbicide campaign?
Happy weekend motoring pards.
FRIDAY OPEN
(stock #'s in %)
Market up 63/11/6. Volume a little light. Oil down near $90. 114K jobs. Employment rate may be a little politically skewed.
BHWX up 31. LEOM up 24. VSPC up another 18. Triple since Monday. CHGI up 14. EFOI, SOPW up 12. NTCXF, GERS up 5. NENE flat.
HOKU down 16. OOIL down 11. FSLR down 9. CSGH down 8. ORYN down 7.
Market up 63/11/6. Volume a little light. Oil down near $90. 114K jobs. Employment rate may be a little politically skewed.
BHWX up 31. LEOM up 24. VSPC up another 18. Triple since Monday. CHGI up 14. EFOI, SOPW up 12. NTCXF, GERS up 5. NENE flat.
HOKU down 16. OOIL down 11. FSLR down 9. CSGH down 8. ORYN down 7.
Thursday, October 4, 2012
THURSDAY CLOSE
(stock #'s in %)
Market up 80/14/10. Volume a little light. That's probably good. Oil up I haven't checked yet. But oil was up. 91 charged in $430M medicare fraud.
DYMTF up 50. WWPW up 32. HOKU up 19. BHWX up 13. VSPC up 10. CABN up 9. NTCXF up 3. NENE up almost 1.
SLMU down 29. LEOM down 19. PSPW down 18. BLDW, CWET down 14. VNDB down 11. XSNX down 3.
Market up 80/14/10. Volume a little light. That's probably good. Oil up I haven't checked yet. But oil was up. 91 charged in $430M medicare fraud.
DYMTF up 50. WWPW up 32. HOKU up 19. BHWX up 13. VSPC up 10. CABN up 9. NTCXF up 3. NENE up almost 1.
SLMU down 29. LEOM down 19. PSPW down 18. BLDW, CWET down 14. VNDB down 11. XSNX down 3.
STUFF
Final hearing yesterday at ITC of US trade case v. Chinese solars. Commerce Dept to announce final decision on tariffs Oct 10. ITC determination in Nov. Commerce can't activate tariffs without ITC OK.
Winter Antarctic ice coverage this year set 33-yr high. .5% more than '06. So why is Arctic melting at record pace? Because north hemisphere much more industrialized than south?
Australia mining comp - Lyna - delayed again from opening Malaysia rare earths minerals plant.
Report: PA coal industry costs state taxpayers more money than it generates.
NY judge shot down local town's fracking ban.
Deepwater GOM set to be world's most active oil play.
Cost to replace a barrel of produced oil up from $6/bl in '98 to $27 in '11.
Iraq oil production likely to hit 3.4Bb/d by next year. Exports expected to avg 2.9Mb/d.
NG prices now near $3.40. Coal competitive for elgen again. And wind, solar more attractive.
Big news: Chrysler, Ford, GM approved E15 for new cars. GM for '12 models, Ford and Chrysler '13. What engine changes made?
Global Clean Energy (TX) cultivates biofuel feedstock from jatropha, switchgrass. Now adding algae. Hopes to buy abandoned shrimp farms in Rio Grande Valley.
NSF awarded near $1M grant to U of NH asst prof of chem eng to support research on increasing ethanol oxidation fuel cell reation efficiency.
Richland Community College in Decatur IL ("soybean capital of the world") started 1st undergrad program on carbon capture, storage in US. 10 students.
Utility seeks restart for Cal nuke plant where radiation leak occurred.
NOAA: US western states to see drought through fall.
Fire at TX refinery. Seems too many refinery fires lately. Or just refinery problems. Heck, Calif gas stations shutting down because of refinery probs. The refineries are getting very old.
Coast Guard investigates sheen near BP GOM spill site.
Great Lakes Compact faces 1st test as Wisconsin town looks to tap Lake Michigan.
Lexington Mass sueing chem makers over PCB use in schools construction.
St Louis neighborhood concerned about Cold War chem testing.
Hong Kong turning to rooftop farms, organic markets in lieu of Chinese imports.
New EPA regs could force retirement of 25Gw of coal elgen more than predicted in '10. Replacement investment $126-144B needed. By July this year, ~30Gw of coal plants had decided to close by '15. Near 10% of total US coal plant capacity.
Latest cyber attack disrupted Iran's internet access. And real Iran econ disruption erupting with currency valuations.
Work to start later this month to double size of Chattanooga airport solar farm after $3M fed grant.
A week after LM Wind Power announced cut of > 300 jobs at Grand Forks plant they said they would create 300 jobs at new factory in Brazil.
Pepco issued RFP for wholesale el power for DC customers.
Winter Antarctic ice coverage this year set 33-yr high. .5% more than '06. So why is Arctic melting at record pace? Because north hemisphere much more industrialized than south?
Australia mining comp - Lyna - delayed again from opening Malaysia rare earths minerals plant.
Report: PA coal industry costs state taxpayers more money than it generates.
NY judge shot down local town's fracking ban.
Deepwater GOM set to be world's most active oil play.
Cost to replace a barrel of produced oil up from $6/bl in '98 to $27 in '11.
Iraq oil production likely to hit 3.4Bb/d by next year. Exports expected to avg 2.9Mb/d.
NG prices now near $3.40. Coal competitive for elgen again. And wind, solar more attractive.
Big news: Chrysler, Ford, GM approved E15 for new cars. GM for '12 models, Ford and Chrysler '13. What engine changes made?
Global Clean Energy (TX) cultivates biofuel feedstock from jatropha, switchgrass. Now adding algae. Hopes to buy abandoned shrimp farms in Rio Grande Valley.
NSF awarded near $1M grant to U of NH asst prof of chem eng to support research on increasing ethanol oxidation fuel cell reation efficiency.
Richland Community College in Decatur IL ("soybean capital of the world") started 1st undergrad program on carbon capture, storage in US. 10 students.
Utility seeks restart for Cal nuke plant where radiation leak occurred.
NOAA: US western states to see drought through fall.
Fire at TX refinery. Seems too many refinery fires lately. Or just refinery problems. Heck, Calif gas stations shutting down because of refinery probs. The refineries are getting very old.
Coast Guard investigates sheen near BP GOM spill site.
Great Lakes Compact faces 1st test as Wisconsin town looks to tap Lake Michigan.
Lexington Mass sueing chem makers over PCB use in schools construction.
St Louis neighborhood concerned about Cold War chem testing.
Hong Kong turning to rooftop farms, organic markets in lieu of Chinese imports.
New EPA regs could force retirement of 25Gw of coal elgen more than predicted in '10. Replacement investment $126-144B needed. By July this year, ~30Gw of coal plants had decided to close by '15. Near 10% of total US coal plant capacity.
Latest cyber attack disrupted Iran's internet access. And real Iran econ disruption erupting with currency valuations.
Work to start later this month to double size of Chattanooga airport solar farm after $3M fed grant.
A week after LM Wind Power announced cut of > 300 jobs at Grand Forks plant they said they would create 300 jobs at new factory in Brazil.
Pepco issued RFP for wholesale el power for DC customers.
THURSDAY OPEN
(stock #'s in %)
Market up 87/8/9. Volume light. Oil up over $89. US factory orders down. ECB ready to start buying govt bonds.
WWPW up 66 on 3K shares. VSPC up another 20 after doubling yesterday. NTCXF up 2. NENE flat.
GERS down 18. BSRC down 17 on nominal volume. APWR down 16, also no volume. XSNX down 3.
Market up 87/8/9. Volume light. Oil up over $89. US factory orders down. ECB ready to start buying govt bonds.
WWPW up 66 on 3K shares. VSPC up another 20 after doubling yesterday. NTCXF up 2. NENE flat.
GERS down 18. BSRC down 17 on nominal volume. APWR down 16, also no volume. XSNX down 3.
Wednesday, October 3, 2012
WEDNESDAY CLOSE
(stock #'s in %)
Market up 12/15/5. Volume a little light. Oil down to $88 on crude production hitting 15-yr high. Syria, Turkey artillery exchange.
VSPC up 100. Yep. Double in 1 day. Yesterday's contract news. Nearing 200-day lines. PPRW up 64 on 3K shares. PSPW up 33. CRGE up 32. SENY up 26. NGLPF up 25. GERS up 22. In 200-day lines. APWR up 20. EVSI up 15. AMTX, VNDB up 12. HYGS up 10 on $90M contract. Up over all lines. NTCXF up 1. NENE flat.
DYMTF down 50. WTWO down 31. BFRE, CHGI down 22. BLDW down 17. EFOI down 14. KIOR, SLMU down 11. 200-day lines knocked KIOR back to 50-days. EWRL, AMLM down 10. XSNX down 3.
Market up 12/15/5. Volume a little light. Oil down to $88 on crude production hitting 15-yr high. Syria, Turkey artillery exchange.
VSPC up 100. Yep. Double in 1 day. Yesterday's contract news. Nearing 200-day lines. PPRW up 64 on 3K shares. PSPW up 33. CRGE up 32. SENY up 26. NGLPF up 25. GERS up 22. In 200-day lines. APWR up 20. EVSI up 15. AMTX, VNDB up 12. HYGS up 10 on $90M contract. Up over all lines. NTCXF up 1. NENE flat.
DYMTF down 50. WTWO down 31. BFRE, CHGI down 22. BLDW down 17. EFOI down 14. KIOR, SLMU down 11. 200-day lines knocked KIOR back to 50-days. EWRL, AMLM down 10. XSNX down 3.
STUFF
Fed judge dismissed suit by BP gas stations that Gulf oil spill diminished brand and cost them business.
"Superweeds" sprang up with gene-modified herbicide-tolerant cotton, soy, corn. More herbicide being used now. Think that was the plan?
Mexico climate change law mandating carbon reduction to take effect next week.
PA NG production up even with drop in rig count.
Intl Renewable Energy Agency study said most competitive biomass power gen can get el cost down to 6 cents/Kwh.
Hundreds of problems at European nuke plants would cost 25B Euros. Nearly all EU's 143 nukes need improving.
Abengoa idling 88M gal/y IL ethanol plant because of high corn prices.
LA County seeking legislation to convert 8M tons/y of waste into energy.
Chevron getting back into geothermal power business. Wants partners on projects of at least 10Mw. Already has been silent financer of Cal geo plant.
Foxconn to use GCL-Poly cells for 310Mw solar farm in China. Operational 1H13. Total budget for plant based on cost of $1.43/w. GCL also to start work on another 340Mw of solar projects in China, 30Mw of it rooftop.
"Superweeds" sprang up with gene-modified herbicide-tolerant cotton, soy, corn. More herbicide being used now. Think that was the plan?
Mexico climate change law mandating carbon reduction to take effect next week.
PA NG production up even with drop in rig count.
Intl Renewable Energy Agency study said most competitive biomass power gen can get el cost down to 6 cents/Kwh.
Hundreds of problems at European nuke plants would cost 25B Euros. Nearly all EU's 143 nukes need improving.
Abengoa idling 88M gal/y IL ethanol plant because of high corn prices.
LA County seeking legislation to convert 8M tons/y of waste into energy.
Chevron getting back into geothermal power business. Wants partners on projects of at least 10Mw. Already has been silent financer of Cal geo plant.
Foxconn to use GCL-Poly cells for 310Mw solar farm in China. Operational 1H13. Total budget for plant based on cost of $1.43/w. GCL also to start work on another 340Mw of solar projects in China, 30Mw of it rooftop.
WEDNESDAY OPEN
(stock #'s in %)
Market up 34/14/4. Volume a little soft. Oil down to around $89. 162K private sector jobs added. Biggest US banks made $63B profit in Q.
VSPC up 60 on contract news. GERS up 33. Triple in last week. SENY up 13. Day 2 off 50-day lines. PSPW up 11.
CPWY down 53 on nominal volume. VLNCQ down 21. WTWO down 18. BLDW down 16. EFOI down 14. ECOS, EWRL down 11. AONE, XSNX down 3. NENE flat.
Market up 34/14/4. Volume a little soft. Oil down to around $89. 162K private sector jobs added. Biggest US banks made $63B profit in Q.
VSPC up 60 on contract news. GERS up 33. Triple in last week. SENY up 13. Day 2 off 50-day lines. PSPW up 11.
CPWY down 53 on nominal volume. VLNCQ down 21. WTWO down 18. BLDW down 16. EFOI down 14. ECOS, EWRL down 11. AONE, XSNX down 3. NENE flat.
Tuesday, October 2, 2012
TUESDAY CLOSE
(stock #'s in %)
Market flat and mixed. Dow down 32. Volume fell off. Oil down under $92 on gasoline supply. JP Morgan hit with 1st mortgage fraud lawsuit from US. Yay. The law has a long arm. And lawyers are doing pretty good lately. Tho Manhattan office vacancies rose most in 3 years. Ut oh.
ONYX up 200 on 300 shares. As advertised: the froth, the stealth, the crazy. JUHL up 25 on almost 3K shares. BSRC up 21 on 200 shares. CRCL up 20 on almost 6K. CPWY up 19 on 80. SENY up 15 on their news (check OPEN). EFOI up 12. Might look at buying into that. LEDs. CERP, AXPW up 9. WTWO up 6. FSLR, XSNX up 4. NTCXF up 2.
APWR down 33. GERS down 30. BOPO down 23 on 1K. SLMU down 26 on their news. MGLT down 20. CWET, IFXY down 18. CWET had volume. NFEC, CRGE down 16, neither had volume. AMEL down 12. VNDB down 11. Lots of volume. ECOS, PSPW, CSGH down 10. GSFVF down 6. NENE down 4. AONE down 3.
Market flat and mixed. Dow down 32. Volume fell off. Oil down under $92 on gasoline supply. JP Morgan hit with 1st mortgage fraud lawsuit from US. Yay. The law has a long arm. And lawyers are doing pretty good lately. Tho Manhattan office vacancies rose most in 3 years. Ut oh.
ONYX up 200 on 300 shares. As advertised: the froth, the stealth, the crazy. JUHL up 25 on almost 3K shares. BSRC up 21 on 200 shares. CRCL up 20 on almost 6K. CPWY up 19 on 80. SENY up 15 on their news (check OPEN). EFOI up 12. Might look at buying into that. LEDs. CERP, AXPW up 9. WTWO up 6. FSLR, XSNX up 4. NTCXF up 2.
APWR down 33. GERS down 30. BOPO down 23 on 1K. SLMU down 26 on their news. MGLT down 20. CWET, IFXY down 18. CWET had volume. NFEC, CRGE down 16, neither had volume. AMEL down 12. VNDB down 11. Lots of volume. ECOS, PSPW, CSGH down 10. GSFVF down 6. NENE down 4. AONE down 3.
STUFF
Chinese comp that got shut down on OR wind farm plans on national security concerns filed suit against US.
US nuke power industry wants relaxation of export restrictions to sell to countries like Russia, China.
Study suggests absorption estimates of world's carbon sinks - forests, oceans, etc - significantly inflated.
Coral cover of Great Barrier Reef down to 13.8% from 28% last 27 years. Almost half from cyclones, 42% from uber population of coral-eating starfish (global warming), 10% from bleaching (global warming).
Study: more powerful storms push more harmful matter into drinking water. Get your water filters pards.
Report: illegal logging booming as wood demand grows.
Global warming could stunt growth of fish.
Scientists suggesting deploy asteroid dust to cool Earth. What's wrong with our dust? I guess not fooling with our astronomical balance too much. Go figure.
Climate change may bring Maine more cranberries, peaches, kiwis. Maybe time to look at it state by state. Country by country.
NJ glass maker to pay $300K fine, install emission controls. Moral: install controls before getting fined, Jeeze Leweeze.
System that reduces truckstop idling got offset program approval. I hope more info comes out on that. Ever been to a truckstop overnight? Fumes everywhere. Could have plug-ins or fuel cell systems. Name it. But stop burning the diesel at the truckstops. Please.
FL nuke reactor repairs could cost Duke $3.4B. Um, are there any alternatives?
GOM "dead zone" researcher got "genious grant".
3 sentenced for exposing TN neighborhood to asbestos. I guess they never watched Mister Rogers.
Germany considering EV subsidies.
Construction begun on Japan new nuke plant. Huh.
When EPA was pursuing new restrictions of sulfur in gasoline in March, "Big Oil" showed up at White House. Since, sulfur rules stalled in bureaucratic limbo. Ever do the limbo? Ever do the Big Oil limbo?
Pipeline linking Bakken gas to Chicago got US go-ahead-there.
OK refinery explosion. 1 dead. 1 injured. No runs. 1 error.
$6.4M Ex-Im Bank loan guarantee for exporting solar modules from Solar World Americas to Barbados for largest solar roof project south of Puerto Rico. 1.4Mw on 10 roofs. 9 already online. Engineer services from CO comp. Racking from another US comp. El costs 30-40 cents/Kwh in Carib.
OPEC crude oil output down in Sept. Redux from Angola, Nigeria, Iran (exports lowest in > 2 decades). But Nigeria exports should hit 6-month high in Nov - 2.12Mb/d from Sept's 1.84.
Japan's Aug crude imports from Iran down 66% yoy. 100Kb/d.
Total's Uganda oil production set back a year to '17.
US imported more OPEC crude in 1H12 than 1H11.
Ecuador to process 84% of their crude, 16% of Venezuela's with $13B refinery/petrochem complex.
DOI approved building transmission lines from 139Mw solar project in S Cal.
NG pipelines coming online by yearend could boost Marcellus deliveries 30%.
BP may get < 1/2 of $2.85B ask for TX refinery, 3rd largest in US.
Northern Plains Nitrogen planning several billion dollar fertilizer plant in ND to take advantage of Bakken NG. Would help reverse long-term decline of US nitrogen fertilizer output.
Brazil ethanol coming back to US from new US biofuel regs. Imports could triple next year.
Clean Energy opened 1st public access CNG fueling station in PA. Comp converting pothole repair truck fleet to CNG.
CPWY sales, marketing agreement with Czech biotech firm. CPWY to distribute Czech products that enhance yield, drought tolerance for biofuel crops, vineyards.
Western Plains Energy plans $40M anearobic digester to produce biogas to replace 90% of fossil fuel used at 50M gal ethanol plant. Manure, grain dust, food waste feedstock. $5M DOA grant plus $16M from ARRA.
Corruption charges hit Lithuania's largest biofuels supplier.
Uganda comp plans $65M project to increase sugar, elgen production using 2M tons of cane/yr. Bagasse for elgen increase to 52Mw from 22 now. 32Mw to be exported to national grid.
Iraq to invest $500B in energy sector, related industry by '30. Expect to generate $6T in revs (mostly oil exports). And Baghdad today warned Turkey over Turk military bases in Kurd Iraq.
Iran Rial down 7% yesterday. New all-time low of > 32K Rial to $. Rial down 1/4 in last week. This info censored in Iran.
Moscow (Gazprom) secretly funding anti-fracking campaign in Europe? Just asking.
Buffet (not Jimmy) - MidAmE - Berkshire - to buy 2 huge Cal (Tehachapi) wind farms. 300Mw.
TSLA unveiled 1st of 100 US solar-powered EV charge stations. 1 of 6 to be installed in Cal.
US nuke power industry wants relaxation of export restrictions to sell to countries like Russia, China.
Study suggests absorption estimates of world's carbon sinks - forests, oceans, etc - significantly inflated.
Coral cover of Great Barrier Reef down to 13.8% from 28% last 27 years. Almost half from cyclones, 42% from uber population of coral-eating starfish (global warming), 10% from bleaching (global warming).
Study: more powerful storms push more harmful matter into drinking water. Get your water filters pards.
Report: illegal logging booming as wood demand grows.
Global warming could stunt growth of fish.
Scientists suggesting deploy asteroid dust to cool Earth. What's wrong with our dust? I guess not fooling with our astronomical balance too much. Go figure.
Climate change may bring Maine more cranberries, peaches, kiwis. Maybe time to look at it state by state. Country by country.
NJ glass maker to pay $300K fine, install emission controls. Moral: install controls before getting fined, Jeeze Leweeze.
System that reduces truckstop idling got offset program approval. I hope more info comes out on that. Ever been to a truckstop overnight? Fumes everywhere. Could have plug-ins or fuel cell systems. Name it. But stop burning the diesel at the truckstops. Please.
FL nuke reactor repairs could cost Duke $3.4B. Um, are there any alternatives?
GOM "dead zone" researcher got "genious grant".
3 sentenced for exposing TN neighborhood to asbestos. I guess they never watched Mister Rogers.
Germany considering EV subsidies.
Construction begun on Japan new nuke plant. Huh.
When EPA was pursuing new restrictions of sulfur in gasoline in March, "Big Oil" showed up at White House. Since, sulfur rules stalled in bureaucratic limbo. Ever do the limbo? Ever do the Big Oil limbo?
Pipeline linking Bakken gas to Chicago got US go-ahead-there.
OK refinery explosion. 1 dead. 1 injured. No runs. 1 error.
$6.4M Ex-Im Bank loan guarantee for exporting solar modules from Solar World Americas to Barbados for largest solar roof project south of Puerto Rico. 1.4Mw on 10 roofs. 9 already online. Engineer services from CO comp. Racking from another US comp. El costs 30-40 cents/Kwh in Carib.
OPEC crude oil output down in Sept. Redux from Angola, Nigeria, Iran (exports lowest in > 2 decades). But Nigeria exports should hit 6-month high in Nov - 2.12Mb/d from Sept's 1.84.
Japan's Aug crude imports from Iran down 66% yoy. 100Kb/d.
Total's Uganda oil production set back a year to '17.
US imported more OPEC crude in 1H12 than 1H11.
Ecuador to process 84% of their crude, 16% of Venezuela's with $13B refinery/petrochem complex.
DOI approved building transmission lines from 139Mw solar project in S Cal.
NG pipelines coming online by yearend could boost Marcellus deliveries 30%.
BP may get < 1/2 of $2.85B ask for TX refinery, 3rd largest in US.
Northern Plains Nitrogen planning several billion dollar fertilizer plant in ND to take advantage of Bakken NG. Would help reverse long-term decline of US nitrogen fertilizer output.
Brazil ethanol coming back to US from new US biofuel regs. Imports could triple next year.
Clean Energy opened 1st public access CNG fueling station in PA. Comp converting pothole repair truck fleet to CNG.
CPWY sales, marketing agreement with Czech biotech firm. CPWY to distribute Czech products that enhance yield, drought tolerance for biofuel crops, vineyards.
Western Plains Energy plans $40M anearobic digester to produce biogas to replace 90% of fossil fuel used at 50M gal ethanol plant. Manure, grain dust, food waste feedstock. $5M DOA grant plus $16M from ARRA.
Corruption charges hit Lithuania's largest biofuels supplier.
Uganda comp plans $65M project to increase sugar, elgen production using 2M tons of cane/yr. Bagasse for elgen increase to 52Mw from 22 now. 32Mw to be exported to national grid.
Iraq to invest $500B in energy sector, related industry by '30. Expect to generate $6T in revs (mostly oil exports). And Baghdad today warned Turkey over Turk military bases in Kurd Iraq.
Iran Rial down 7% yesterday. New all-time low of > 32K Rial to $. Rial down 1/4 in last week. This info censored in Iran.
Moscow (Gazprom) secretly funding anti-fracking campaign in Europe? Just asking.
Buffet (not Jimmy) - MidAmE - Berkshire - to buy 2 huge Cal (Tehachapi) wind farms. 300Mw.
TSLA unveiled 1st of 100 US solar-powered EV charge stations. 1 of 6 to be installed in Cal.
TUESDAY OPEN
(stock #'s in %)
Market flat and mixed, Naz up 17. Volume avg. Oil steady over $92. US home prices up 4.6% in Aug v. '11. Top 1% got 93% of income growth in most recent look. No surprise there. Admin pulling everyone out of Benghazi. Isn't that called retreat?
VSPC up 40 on corp reorg news. XSNX up 11. AMLM up 9. ZOLT, WTWO up 6. SENY up 5 on new patent. NEXS up 4 more. ORYN up 2.
APWR down 33 on 10K shares. AMEL down 19 after yesterday's jump. SLMU down 17, DSTI withdrew tender offer. VNDB down 11 more, well into trip zeros. PSPW down 10. AONE down 2. NENE down 1.
Market flat and mixed, Naz up 17. Volume avg. Oil steady over $92. US home prices up 4.6% in Aug v. '11. Top 1% got 93% of income growth in most recent look. No surprise there. Admin pulling everyone out of Benghazi. Isn't that called retreat?
VSPC up 40 on corp reorg news. XSNX up 11. AMLM up 9. ZOLT, WTWO up 6. SENY up 5 on new patent. NEXS up 4 more. ORYN up 2.
APWR down 33 on 10K shares. AMEL down 19 after yesterday's jump. SLMU down 17, DSTI withdrew tender offer. VNDB down 11 more, well into trip zeros. PSPW down 10. AONE down 2. NENE down 1.
Monday, October 1, 2012
MONDAY CLOSE
(stock #'s in %)
Market mixed. Dow up 77, S&P up 3, Naz down 2. Huh. Volume average normal. Oil a few cents higher over $92. UK may avoid recession, stabilization signs emerging. How big is that economy? Yen undermining Japan exports. That's a bigger economy. 3rd? 4th? What a ball game. At least they play baseball. Don't mind me, I finally did laundry today. Men can do laundry too. Hay, that's a dang lyric. Heck, that's a title of a song. Probably country. Maybe rap. I don't think it's rock.
FNVRF up 30. 31 cents, 60K something volume. AMEL up 29. 300K shares. BFRE up 28. 10K shares. AMPD up 26. Over 100K shares. BLDP, ZAAP up 21. Pick and choose. Ballard may be more known. Duh. And more volume. AONE up 20. Maybe China bailed them out. And all America has to do is give up the tech. DOE loan territory. Lithion-ion. Really. Old tech. But the stock. Maybe money to be made. Play it players. NFEC up 17 on 3K shares. BIOF up 15. Let's see, they shut down a plant because corn prices are too high. CCGI, PSPW up 11. Make up your own story there. ORYN up 4. NTCXF up 3.
CABN down 19 on 33K shares or about. BSRC down 17 on not even 3K. CRCL, GWBU down 14. CWET down 12. VNDB, NEXS down 10. XSNX down 7. Buy. NENE down 6. I would buy it.
Market mixed. Dow up 77, S&P up 3, Naz down 2. Huh. Volume average normal. Oil a few cents higher over $92. UK may avoid recession, stabilization signs emerging. How big is that economy? Yen undermining Japan exports. That's a bigger economy. 3rd? 4th? What a ball game. At least they play baseball. Don't mind me, I finally did laundry today. Men can do laundry too. Hay, that's a dang lyric. Heck, that's a title of a song. Probably country. Maybe rap. I don't think it's rock.
FNVRF up 30. 31 cents, 60K something volume. AMEL up 29. 300K shares. BFRE up 28. 10K shares. AMPD up 26. Over 100K shares. BLDP, ZAAP up 21. Pick and choose. Ballard may be more known. Duh. And more volume. AONE up 20. Maybe China bailed them out. And all America has to do is give up the tech. DOE loan territory. Lithion-ion. Really. Old tech. But the stock. Maybe money to be made. Play it players. NFEC up 17 on 3K shares. BIOF up 15. Let's see, they shut down a plant because corn prices are too high. CCGI, PSPW up 11. Make up your own story there. ORYN up 4. NTCXF up 3.
CABN down 19 on 33K shares or about. BSRC down 17 on not even 3K. CRCL, GWBU down 14. CWET down 12. VNDB, NEXS down 10. XSNX down 7. Buy. NENE down 6. I would buy it.
STUFF
Europe's 1st electric scooter taxi service started up in Amsterdam.
Japan opening up national parks to geothermal power development.
Physicists eager to achieve controlled fusion with laser now the size of a football stadium that takes target practice on specks of fuel smaller than peppercorns at Lawrence Livermore need to offer explanations to Congress to keep the project alive. $5B spent since '93. So far it hasn't worked.
Moscow utility with Kyrgyzstan utility to develop 4 hydropower plants in Kyrgz. Total capacity 191Mw for $425M. 3 years build each.
Purdue got $5.8M DOE grant to develop phenyl ethanol plant - instead of lignin - making possible to convert plant into producing combustible biofuel. 5 year project.
India comp - Sea6 Energy - raised > $600K to develop algae biofuel after working with Novozymes. They've converted red seaweed into ethanol using traditional yeast. Also have tech to allow deepwater seaweed cultivation.
Germany, UK to conduct early auction of permits for 3rd phase of European carbon market.
TSLA to sell stock, admitting struggle with DOE loan terms.
UN climate head says US lagging on mitigation efforts.
Officials considering seismic tests near Cal reactor.
Brazil court OK's some Transocean drilling.
Ikea phasing out all light bulbs on their shelves except LEDs.
Sunken WW2 weapons threaten offshore drilling, enviro in GOM.
Vital component of fracking is the "cement job". Cement sheaths installed around drilling pipe to contain methane, brackish water, drilling chems from contaminating aquifers above. But errors, mishaps, geo traps can leave leaching through the cement.
2 Exxon chem plants in LA to undergo $200M expansion.
Caterpillar goes "all in on gas (NG)" to power oil field equipment.
Japan opening up national parks to geothermal power development.
Physicists eager to achieve controlled fusion with laser now the size of a football stadium that takes target practice on specks of fuel smaller than peppercorns at Lawrence Livermore need to offer explanations to Congress to keep the project alive. $5B spent since '93. So far it hasn't worked.
Moscow utility with Kyrgyzstan utility to develop 4 hydropower plants in Kyrgz. Total capacity 191Mw for $425M. 3 years build each.
Purdue got $5.8M DOE grant to develop phenyl ethanol plant - instead of lignin - making possible to convert plant into producing combustible biofuel. 5 year project.
India comp - Sea6 Energy - raised > $600K to develop algae biofuel after working with Novozymes. They've converted red seaweed into ethanol using traditional yeast. Also have tech to allow deepwater seaweed cultivation.
Germany, UK to conduct early auction of permits for 3rd phase of European carbon market.
TSLA to sell stock, admitting struggle with DOE loan terms.
UN climate head says US lagging on mitigation efforts.
Officials considering seismic tests near Cal reactor.
Brazil court OK's some Transocean drilling.
Ikea phasing out all light bulbs on their shelves except LEDs.
Sunken WW2 weapons threaten offshore drilling, enviro in GOM.
Vital component of fracking is the "cement job". Cement sheaths installed around drilling pipe to contain methane, brackish water, drilling chems from contaminating aquifers above. But errors, mishaps, geo traps can leave leaching through the cement.
2 Exxon chem plants in LA to undergo $200M expansion.
Caterpillar goes "all in on gas (NG)" to power oil field equipment.
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