STUFF ... Global solar industry could reach 49Gw installed by end of '14: NPD Solarbuzz. Mercom says 43. Japan a "wild card". 4Q13 to exceed record 12Gw. 1Q14 could exceed that: NPD ... Trina Solar to develop 1Gw solar farm in Xinjiang China. 300Mw online by '15. All by '19 ... 1/6 of China's arable land - near 50M acres - suffers soil pollution. 13M tons/y of crops contaminated with heavy metals. 22M acres adversely affected by pesticides ... Brazil's Pernambuco held nation's 1st solar auction. Registered 122Mw. 34 bidders proposed ~1Gw. 6 winners. Avg price under $97/Mwh ... Enel Green Power connected 90Mw wind farm to Chile grid. Chile pipeline of approved solar projects 5.3Gw ... Mitsui buying 50% stake in EDF 160Mw wind project in Mexico. Online 1H14 ... Alstom got ~400M Euro of contracts to supply turbines for Brazil wind projects. '15-'17 deliveries ... $195M loan from Inter-Am Development Bank for 2 Chile hydro run-of-river projects online '18 ... Total, Etrion, Sunpower got $140M loan from OPIC for 70Mw solar project in Chile. $200M project. Online early '15 ... 3 hydro projects - 30Mw total - successfully bid at $58-60/Mwh in Peru ... Hanergy to build thin-film solar manufacturing plant in Brazil ... CSUN sold 5Mw solar farm to Lightsource in Britain. Another 5Mw farm online in '14 ... El futures trading to start in Japan ... ASTI to debut new product lines in '14 at Vegas show ... Mexico PV solar demand to over triple to 250Mw in '14: GTM Research. Mostly large-scale in Baja. Projected to surpass Chile in LatAm by '16. 300-400Mw market by '18. 70Mw installed in '13. Peru now has region's most solar online - 96Mw ... Pilot project between IADB, Global Enviroment Facilities to develop solar for 350 families in rural Amazon Ecuador where 1/2 have el ... LatAm el costs 3-8x more than in US. Options may be regional grid, expanding Carib clean energy ... Nevis Island in Lesser Antiles drilling geothermal sites. Up to 500Mw potential. 9K residents use ~10Mw/y, import 9.2M gal diesel/y ($12M. Really: just over a buck?!). Dominica building a small geo plant - up to 100Mw - to export to Guadeloupe, Martinique. St Vincent has $50M geo project, island's potential 890Mw ...

TUESDAY OPEN ... Market up 35/14/4. Volume very light. WTI down under $99, Brent down under $111. Latvia joining EU ... (stock #s in %) GERS up 100. JUHL up 33. MDDD up 28. DSTI up 25, peek over bottom (50-day) lines. TMEN up 20. NGLPF, USEI up 14 .... CBWP down 59. ECOS down 33. BSRC down 30. HOKUQ down 26. TRKP down 25. MMMW down 21. LMRMF down 20. SPIR down 16. CSOL, ENSL down 12. BFRE down 11. VSPC down 10.

MONDAY CLOSE ... Market flat. New years eve eve, what the hay. Oil down ~ a buck ... (stock #s in %) CBWP up 144. CGYV up 81. MGPHF up 45, new high. HOKUQ up 36. BHWX up 30. ZAAP up 29. PSON, LMRMF, BOPO up 25. CSUN up 23. ENZR up 22. SPIR up 16. KNDI, EWRL up 15. CSOL up 14. ZNNMF, SLMU up 13. WWPW, AMEL, ACFN up 12. AMPD, CBEH, OOIL up 10. AMRS up 8 .... AEHI down 75. WTWO down 50. MDDD down 48. BLQN down 46. AMLM down 42. MGLT down 35. PTOS down 33. CRGE down 31. NGLPF down 28. UBRG down 25. CPWY down 21. CSGH, NORX down 20. LSCG down 17. CSKH down 14. CRCL, BSRC down 13. NAMG, WSGP down 11. XSNX, PSPW down 10.

STUFF ... Canada laid claim to seabed under N Pole. Russia already has claimed. Est. up to 90B bls oil, 30% world's NG reserves ... NASA Glenn has flywheel energy storage system for on-road vehicles. Can improve fuel efficiency 40-100%. Available for licensing. "Pulse and glide" ... 50% rise of lung cancer cases in China past decade. (How many from air pollution?) ... Real Goods Solar (RSOL) 4.5Mw deal in VT ... Spain ordered utilities can charge consumers only 2.3% more for el next month. Accused utilities of manipulating recent auction to win price increases of 11% ... US NG inventories 13% below 5-yr avg for time of year ... New report: Iraq smuggling oil to Assad in Syria through Egypt ... Tribal warfare in S Sudan: Dinka (govt) v. Neur ... Egypt made partial payment on $6.4B owed intl oil comps ... Scot minister says over 90% of Brit's oil reserves might become Scot after independence ... Trained labor shortage for Canada hopes for western NG pipe, export terminals ... 5 Total refineries in France resuming ops after 2-week strike ... Israel power sector fuel oil consumption down 85% Jan-Nov v. '12. Total demand for refined petrol products down 24% ... Alaska waiting on comps working on proposed NG pipe, LNG projects to reach agreement among themselves before proceeding on state incentives ... U of MO research found evidence of hormone disruptive water near frack sites including Colo R in W Colo ... US Trans Dept has no plans to change regs to better protect underground pipelines from riverbed erosion a year after Congress ordered eval after pipe breaks, spills ... SGBT - San Diego startup - has hybrid jatropha that produces biofuel competitive with $99 oil ... DOE pulled funding for Bluefire (BFRE) cellulosic Miss project over finance probs ... POET 25Mg/y Iowa cellulosic ethanol plant on sked for 1H14 startup ... Novozymes to increase focus on Pakistan in coming year ... Thermal coal prices may have bottomed. TEPCO likely to settle on $87/ton, up $2 ... Statoil got explore license for offshore Greenland with Conoco, Nunaoil. Reserves potential 20B bls ... Cal's 3-yr-old effort to improve energy efficiency of 100K homes upgraded ~12K so far ... Spain comp (FCC) sold half of 422Mw clean energy unit to cut debt over $1B ... India Uttar Pradesh signed off on 110Mw of solar projects (6). UP plans to auction up to 390Mw more solar cap after state approves funds.

MONDAY OPEN ... Market flat, mixed. Volume light. WTI down under $99, Brent down under $112 ... (stock #s in %) CGYV up 153. CBWP up 144. LMRMF up 45. HOKUQ up 41. MGPHF up 36. ENZR up 17. EWRL up 15. KNDI up 13, new high on news. SLMU up 13. ZAAP up 12. CSUN up 10. AMRS, OOIL up 9. NTCXF up 4. NENE up 1 .... WTWO down 50. MDDD down 45. BSRC down 44. MGLT down 28. AEHI down 25. ENSL down 23. NGLPF down 21. CABN down 16. CSKH down 14. SOPW down 13. INIS down 12. GWBU, MMMW down 11.

FRIDAY CLOSE ... Market down 1/10/.6 ... (stock #s in %) LMRMF up 111. AMLM up 78. CSKH, MGLT up 40. EWRL up 30. CABN up 27. KNDI up 26, new high. BSRC up 21. NAMG up 20. SRWRF up 19. PSPW up 17. NGLPF up 16. AMRS up 15, new high. KIOR up 15. MGPHF up 13. PEIX up 11. RSOL up 10 on news. CLNT up 9. XSNX up 3. NTCXF up 2 .... CGYV down 61. GERS down 50. BFRE down 40. SLMU down 37. FNVRF down 26. BOPO, VLNCQ down 22. NORX down 20. WSGP down 13. QTMM, USEI down 12. WWPW down 11. CRCL, OOIL down 10.

STUFF ... Syria signed 1st-ever offshore oil deal with Russian comp. $90M project ... Canada banks stepping up deal making in energy commodities after US invoked tougher trading regs earlier this month ... China (CNNC) to loan up to $6.5B toward $9.6B 2.2Gw nuke power plant in Pakistan. Pakistan generates ~11Gw, demand ~15Gw. "Every Gw of nuke power saves $1B in oil imports: minister of energy ... Vikram Solar (India) to supply 2.45Mw of modules to German PV for solar park in Germany ... Plug pulled on 116Mw wind project in MN. 3rd major wind project pulled recently in S East MN ... Japan planning smart meters in every residence, factory by early '20s, 5.3M fuel cells in homes by '30 ... Canada seized records of country's largest refiner over investigation into oil train disaster in July ... Prices for most rare earth materials have declined ~60% from mid-'11 peaks: Pentagon. Supplies up from outside China. In '14, US will be able to produce 6 rare earths on scale with demand. Last week US, EU, Japan filed WTO complaints against China's rare earth export restrictions ... Last of US new lighting standards take effect Jan 1. Phase out of old style 40w, 60w bulbs. Now CFLs, LEDs, halogen bulbs ... Maruti Suzuki India to complete by March 2nd project generating power (steam turbine) from hot air emitted by its factories. $24M for 17.5Mw install last year in 1st project ... Development Bank of Japan to buy half of Marubeni stake in 172Mw offshore wind project in UK. Marubeni paid $329M in '11 ... NY Green Bank to launch early '14 with $210M. Eventual capitalization $1B.

FRIDAY OPEN ... Market down 17/10/2. Volume light. WTI over $100, Brent over $112. 10-yr bond 3% ... (stock #s in %) HOKUQ up 350. LMRMF up 222. MGLT up 20. NAMG up 11. AMRS up 10, new high. NTCXF up 5. NENE up 1 .... BFRE down 77. WTWO down 50. CPWY down 38. BLQN down 30. FNVRF down 29. SLMU down 28. CRCL down 25. NORX down 20. NGLPF down 16. QTMM down 15. WSGP down 13. USEI down 12. BOPO down 9.

THURSDAY CLOSE ... Market up 122/11/8. Volume very light. WTI over $99, Brent $112 ... (stock #s in %) BLQN up 163. ONYX up 100. PTOS up 76. ECOS, NORX up 50. CPWY up 35. UBRG up 33. CRCL up 30. AMLM up 25. NGLPF up 20. RAMPF up 18. XIDE up 16, back to bottom lines (50-days). WSGP up 15. AMRS up 15, new high. USEI up 14. WWPW up 13. SOPW up 12. OPTT up 11. MGMXF up 10. NTCXF up 3 .... AWSL down 52. GRPH down 30, new low. CABN down 22. AMPD down 15. BLDW, PSPW down 14. GSPI down 13. BFRE, CSOL down 12. AMEL down 11. SWET down 10.

STUFF ... Sharp to sell Recurrent Energy (San Fran solar developer) for ~$191M. Bought for $305M in '10. Sharp already to stop making panels in Wales by March ... 7 Japan banks to loan $187M for 71Mw solar plant in Japan by Sojitz (JP). Online by '17 ... Solar microinverter shipments to reach 580Mw this year, sales over $283M, avg. global prices down 16% to 49 cents/w: IHS analyst. Sees 2.1Gw shipments by '17, $700M revs. 9% of '12 shipments were for commercial-scale use. May grow to near 1/3 by '17 ... CSIQ sold 2 solar plants - 4.4Mw total - in Calif to PSEG Solar. Online early '14 ... Hanwha Q CELLS brought 5Mw solar plant online on Oahu ... USDA awarded $2.3M more of rural energy funds to 75 projects in MN ... Pattern Energy Group (PEGI) to buy 2 wind projects from Pattern Energy Group LP for $202M. 214Mw when completed ... Cianbro (Maine) got contract to build el service platform for Cape Wind project. Total value of platform will exceed $100M ... Gamesa opened India, Sri Lanka service centers.

THURSDAY OPEN ... Market up 55/9/4. Volume holiday light. WTI over $99, Brent over $111 ... (stock #s in %) BLQN up 214 on 100 shares. AMLM up 147. ONYX up 100. NGLPF up 50. UBRG up 33. CHGI up 16. TMEN, VSPC up 14. SPIR up 13. ECAU up 11. CERP, MGMXF, RAMPF, XIDE up 10. ABAT up 7 .... AEHI down 75. AWSL down 65. BSRC down 32. GRPH down 18. CABN down 12. AMEL, XDSL down 11. NORX down 10. XSNX down 4.

SHORT STUFF ... California mandated utilities install energy storage batts to disharge power around sunset ... Milwaukee using cheese brine mix with road salt ... $290B bill to clean up China air pollution ... Statoil, Total withdrawing from Turkey pipeline ... Conoco applied for AK LNG export license ... Mitsui bought 50% stake in EDF 160Mw Mexico $364M wind project ... Happy Xmas.

TUESDAY OPEN ... Market flat, mixed. Volume hoilday light. WTI over $99, Brent over $111. Last week xmas retail flop. Durable goods orders surge. New home sales up ... (stock #s in %) BLQN up 149 on 100 shares. GERS up 100. AEHI up 33. GWBU up 32. NFEC up 22. SLMU up 16. XIDE up 12. VSPC up 11. TSLA up 6 .... ECOS down 25. AMPD down 16. ENSL down 15. LEXG down 12. XSNX down 2.

MONDAY CLOSE ... Market up 73/44/9. 10-yr note near 3%. NG $4.50. WTI under $99, Brent over $11 ... (stock #s in %) LEXG up 56. ECOS up 33. INIS up 24. RNWEF up 17. LTBR, ZNNMF up 12. XIDE, PEIX, GSFVF up 11. GPRE up 6, new high. BWEN up 6 on news. NENE up 2 .... CGYV down 58. BLQN down 35. IFXY down 34. AMLM down 28. NAMG down 24. NORX down 20. PSPW down 19. WSGP down 18, new low. CBWP, LMRMF down 16. AMPD, VLNCQ, SLMU down 14. PRHL, SPIR down 12. ABAT, EFOI, SRWRF down 11. BSRC, MKTY down 10. NTCXF down 8.

STUFF ... Majority of Americans see effects of global warming: poll ... BWEN got order from Siemens for over 200 new wind turbine towers ... Scientists at Brookhaven, Stony Brook, Syracuse showing shrinking core of quantum dot can enhance ability of surrounding polymer to extract el charges generated in the dot by light absorption. PV cells made of Q dots with plastic materials like conductive polymers far easier to make, less expensive than silicon-based cells ... Giant aquifer discovered underneath Greenland ice sheet ... Australia govt unveiled plans to reduce emissions ... 6 US midwest governors urging EPA to reconsider renewable fuel targets ... US govt yanked 1.6M acres for ag conservation program ... Coral reefs can bounce back: study ... Australia to monitor Japan whalers by plane ... USGS to make separate risk maps for man-made earthquakes ... Price of deregulated power in TX down below national avg: study ... S Sudan crisis threatening key oil flows. Foreign oil workers evac'd. Capitol of main oil producing province captured by rebs ... US fuel consumption up 13% last week to 21Mb/d, highest since spring '08 ... US NG inventory 7.4% below avg for this time of year. Largest deficit since records began 20 yrs ago ... Saudis to go it alone on boosting capacity of offshore oil field in shared neutral zone with Kuwait who withdrew over internal political deadlock ... Est. $4B to build oil pipe Uganda to Kenya coast: Wood Mackenzie ... Recent budget deal in US included allowing oil/gas development within maritime border with Mexico ... Govt auditors criticized DOI for considering, then delaying raising royalties for oil production on public lands to 18.75% from 12.5% ... Oil should be moving in new pipe from OK to Gulf Coast by mid Jan ... India worried about possible acute shortage of NG in 2 yrs ... Fracking fluid chems can disrupt functioning of human hormones, lead to infertility, cancer, other: researchers ... Murphy US completed $173M sale of 137M gal/y ethanol plant in ND to Hankinson ... BP started up $4.2B modernized 102Kb/d refinery in Ind. To process heavy crude incl. oil sands ... Statoil reduced reserve est. for giant oil field offshore Norway. Delaying 1st production by year. 1.8B - 2.9B bls from 1.8 - 3.6 ... Tata won approval to postpone fulfillment of annual solar power procurement targets by up to 5 yrs to '16 ... Siemens named turbine supplier for Cape Wind ... Alstom won 400M Euros wind turbine supply deal in Brazil. 2 projects ... Vestas won supply contract for 117Mw wind project in Jordan ... Huaneng (China) buying Chinese solar power producer for $59M ... Canada has issued C$400M of green incentives to oil/gas comps in past few yrs ... Colo regulator approved 250Mw wind project ... Jiangsu Akcome Solar (China) targeting $165M share placement to fund solar projects ... NaturEner suing SDG&E for withdrawing from 189Mw MT wind project ... Tecteo (Belgium) to invest 50M Euros in Electrawinds.

MONDAY OPEN ... Market up 64/27/7. WTI ~$99, Brent over $111 ... (stock #s in %) LEXG up 28. UBRG up 20. CSGH up 15. XIDE up 10 .... BLQN down 40. IFXY down 34. TRKP down 19. CBWP down 16. ENSL down 15. NAMG down 14. MKTY down 11. CRCL, VLNCQ down 10. ABAT down 8. NTCXF down 6.

FRIDAY CLOSE ... Market up 42/46/8. Naz galloping up. Naz held 3x normal volume. WTI up over $99, Brent up ~$112. Buffett (not Jimmy) made $380/sec in '13 ... (stock #s in %) CERP up 27. QTMM, UBRG up 25. AMPD up 24. CGYV up 20. SWET up 15. IFXY, MKTY up 14. SPIR, AMBT up 13. EWRL up 12. ABAT up 6. RVLT up 4 .... ONYX down 80. GERS down 50. BSRC down 28. AMEL down 27. CABN down 21. TRKP down 15. CSGH down 13. GWBU, SLMU, USEI down 12. JUHL down 11. LEOM down 10. XSNX down 8. NENE down 3. NTCXF, FCEL down 2.

STUFF ... Canada review panel approved plans for 525Kb/d oil pipe from Alberta oil sands to Pacific ... PA Supreme Court struck down some of muni powers to decide where NG industry can op. But local govts can control drilling with zoning ... NREL study: coal power plants could provide backup power for clean energy, NG plants without extensive damage, forced outages ... Some Indian slums have huts with no toilet, running water, but solar panels on asbestos rooftops ... Shortfalls in precip data skewing climate scientists' drought predictions ... Caterpillars evolving into faster eaters in race against climate change ... Plants could hasten climate change despite growth from rise of carbon in atmos ... Pikas adapting to climate change in OR: study ... Hydropower allotments in NY to create 650 jobs, $206M in capital investment ... FERC: clean energy and biomass provided 100% of new power gen capacity added in Nov in US. 394Mw ... Argentina filed official complaint against EU at WTO over biodiesel ... UK biofuel consumption up 46% on year in 3Q. 445M liters. Ethanol blends hit 4.9% ... Thai cassava-based ethanol production set to double in '14 to 3M metric tons. $307M possible boost from govt to cassava growers ... Venezuela plans to increase petrol prices. 5 cents/gal since late '90's ... Goldpoly New Energy (Hong Kong) to buy stakes in 4 solar projects in Inner Mongolia for $50M. 195Mw combined capacity. Online by yearend ... Japan may lower solar tariff 11% after decline in costs ... IFC may provide ~$16M loan for 40Mw wind farm in India. Total project cost $45M. Inox Wind turbines ... Welspun Energy (India) completed 8Mw solar plant in India. Welspun plans to increase clean energy cap over 6x next 3 yrs to over 1.7Gw ... TX towns sinking as aquifer collapses ... NYC Council banned foam food containers ... ERG (Italy) sold 7.14% stake in its clean energy unit for 50M Euros. Over 1.27Gw operating cap ... Acciona Energia (Spain) to build 102Mw wind farm in Nova Scotia ... DONG Energy bought 50% stakes not already owned in 3 Dutch offshore wind development projects from SSE ... Good Energy (UK) granted planning approval for 50Mw solar farm in Norfolk ... NY added $108M to NY-Sun Solar Initiative for next 2 yrs ... Shunfeng PV (China) paid $494M for Wuxi Suntech ... Vestas won 220Mw order from EDF for US projects. 200Mw in TX ... UK approved 1st stage of 180M Pound wood pellet handling facilities at Port of Tyne ... EU high court ruled against French wind subsidies ... EU adopted clean air policy package ... Distributed solar may grow to 2Gw in N East US by '21: ACORE.

FRIDAY OPEN ... Market up 60/23/6. Volume near 3x normal, options Friday. US GDP up 4.1% in 3Q, revised. WTI up near $99, Brent up over $111 ... (stock #s in %) QTMM up 24. AMEL up 13. SWET up 12. CERP, CGYV, SENY up 10. WEST up 7. XSNX up 6 .... ONYX down 80. HOKUQ down 34. TRKP down 27. SLMU down 25. BSRC down 23. GWBU down 22. CABN down 18. EVSI down 14. CBEH down 12. ENSL down 10. ABAT down 3.

THURSDAY CLOSE ... Market flat, mixed. WTI up near $99. NG up to $4.46. Gold under $1,200 ... Sorry I can't give much of a report today for open or close. Yahoo is not playing nice. But I picked up a few movers (in %): ONYX up 400. ECOS up 50. ALGXY up 34. IFXY up 25 .... BLQN down 37. AQNM down 30. CSGH down 25.

STUFF ... TSLA reportedly getting tax breaks to expand production ... DOI awarded $7M to universities, partners to research how climate change will affect lands. wildlife ... Cornell leaders voted to dump all fossil fuel investments by '35 ... Cutting down certain forests could help cool planet: study ... Chicago to crack down on petcoke storage ... Hundreds evac'd in Tenn after toxic superfund site caught fire ... China to study climate change at new Antarctic bases. (I bet they're going to prospect for those diamonds, too.) ... MISO expanding to US Gulf Coast with massive addition of assets ... Major oil sands operators teaming up to test external leak detection tech ... BP made 1st big Gulf of Mex oil find since Deepwater disaster. Over 29K feet deep ... Sen. Baucus proposing to swap out existing "patchwork" of energy tax incentives with new tax credits for clean energy, clean transport fuels, CO2 storage ... EPA invalidated over 33M renewable fuel creds sold by Indiana comp for biofuel it didn't make. Over $13M worth. 4th alleged fraud case for program ... Majority of Mexican states approved new energy law ... PNNL researchers producing crude oil just minutes after adding algae. Genifuel (Utah) has licensed the tech, working with partner to build pilot plant ... Demand for solar in Mexico to more than triple in '14 to 250Mw. Will become LatAm's biggest market by '16: GTM Research ... Trina Solar to supply 25Mw in Thailand ... Solar Frontier (Japan) to invest $125M for 150Mw CIGS plant in Japan ... China Wind Power Group sold 9.9% stake to China comp for less than $49M, 15% discount ... Acciona Energia (Spain) sold 150Mw German wind portfolio to Swisspower Renewables for 157M Euros, 85M Euros debt ... IFC providing $75M loan to Chile comp to finance clean energy projects in Chile ... OPIC to double investments in Pakistan, wind power to be key priority ... OH Supreme Court approved 200Mw wind project ... China-made solar cells subject to EU levies starting Dec 25 ... PNE Wind (Germany) JV with S Africa comp to build 2 wind farms in S Af. 130Mw total.

WEDNESDAY CLOSE ... Market up 292/46/29. Volume heavy. WTI over $97, Brent over $109. Fed reducing bond purchases $10B/mo. Senate passed budget deal ... (stock #s in %) BLQN up 60. SYNM up 35 on REGI buyout. EVSI up 17. SPIR, USEI up 14. ASPW, EWRL up 13. BWEN, BFRE up 11. POLR, XSNX up 10. FCEL up 5 on rebound off top lines .... ECOS down 33. CABN down 29. CSOL down 20. CERP, TRKP down 14. INIS down 12. GWBU down 11. ABAT down 5. WEST down 4. TSLA down 3. NENE, NTCXF down 1.

STUFF ... November warmest in recorded history: NOAA ... Solar City (SCTY) launched foundation to provide solar powered lighting to schools without el. To donate school install for every Mw of equipment sold in '14 ... Sao Paulo city buses using AMRS biodiesel now 400, up from 300 ... ~24% of all oil rigs in world are in TX ... US propane exports up 100% since May to 288Kb/d ... FSLR got 48Mw deal in France ... Singapore fund closed $164M clean energy fund. Looking at ~30 projects in SE Asia, focus on P.I., Indonesia, Thailand ... Solargiga (China), Savannah Accelerated Development Authority to develop 200Mw solar in Ghana ... Ming Yang Wind (China) got order for 150Mw in India. Also 200Mw in Romania ... New South Wales govt selling 2.1Gw of power gen assets to raise $700M for infrastructure projects ... Thailand fund to finance 61Mw rooftop solar at state agencies ... Solar Frontier (Japan) record 12.6% efficiency for CZTS cells - copper, zinc, tin, sulphur, selenium ... World's highest wind farm - 50Mw - going up in Tibet ... Asia Dev Bank $150M loan for 50Mw concentrated solar project in China. China General Nuclear Power, Ex-Im Bank of China managing finance ... NRC cleared Neb nuke plant flooded almost 3 yrs ago for restart ... Wolverine Power Co-op dumping plans for 600Mw coal power plant ... ~80K acres proposed for wind development offshore MD ... Colo biomass plant to burn 250 tons of wood/day ... Climate change likely to confront 40% more people with chronic water scarcity within a few decades. Severe supply shortfalls predicted in lower Rio Grande ... Engineers developing geothermal plant that sequesters CO2, generates more energy ... Arctic sea ice volume 50% more than last year: ESA ... Guangdong sold $30M of carbon permits in 1st auction ... New Zealand failing to meet climate policy targets: report ... Caribou face major threat from climate change: study ... Study links sick dolphins to BP spill exposure. Jury convicted former BP engineer for deleting spill-related texts ... Pesticides may affect brain health: EU study ... BP-led group got $45B NG deal in Azerbaijan. Pipeline to Europe ... UK Prime Minister urging EU not to limit fracking ... UK approved $736M project to build manufacturing, port facilities for offshore wind industry in England ... Cargill investing $82M in 50K CM/yr wheat-based ethanol plant in Germany ... REGI buying SYNM in $40M stock deal ... Russia promising Ukraine $15B in loans, cheaper NG by ~1/3 ... TSLA's Model E (E for everyone) to be released in '15. Model X SUV next year ... Global offshore wind industry secured ~$2B of debt project finance in '13, same as '12, off from $2.8B in '11 ... Hydro-Quebec issued 450Mw wind energy tender ... UK Energy Act now law. Provides framework to reach carbon reduction target for '30 ... Saudi firm investing 20M Euros for 34% stake in Archimede Solar Energy (Italy) ... Innergex (Canada) LOI to develop 210Mw wind power in BC ... Romania reducing subsidies for new wind, solar, small hydro starting Jan 1 ... 50 Hertz (Germany) applied to build 6 subsea powerlines in Baltic to enable construction of up to 1.5Gw offshore wind capacity.

WEDNESDAY OPEN ... Market up 45/(5)/1. WTI up to $98, Brent up ~$109 ... (stock #s in %) SYNM up 36 on buyout by REGI. USEI up 14. SPIR up 13. BFRE up 11. BLDW, BWEN up 10 .... ECOS down 33. JUHL down 26. GWBU down 22. CSOL down 20. CABN, ZAAP, SSOL down 12. LEXG down 10. NENE down 3. NTCXF, ABAT down 2.

TUESDAY CLOSE ... Market down 9/5/5. Volume slightly heavy. WTI down ~$97, Brent down ~$108 ... (stock #s in %) AEHI up 200. BLQN up 63. CABN up 42. BOPO up 29. JUHL up 26. GWBU, INIS, QTMM up 18. BWEN, SOPW up 15. DSTI up 13. CSGH, TMEN up 11. TSLA up 3 .... ONYX down 50. PTOS down 46. ECOS down 40. SATCQ down 30. CSKH down 28. FCEL down 24, back to top lines (50-days). XSNX down 20 on news. EWRL down 19. POLR down 16. AMEL down 15. TRKP down 13. PSPW down 12. LEXG, ABCE down 10. RVLT down 6. NENE, ABAT down 5. NTCXF down 2.

STUFF ... $6B/yr needed to rescue Syria refugees: Intl Rescue Committee ... Every year Uzbekistan drafts ~1M folks to pick the cotton. For free. World's 5th largest cotton exporter ... Britain to award new set of shale drilling licenses next year ... USEC, only US uranium enricher, to file for bankruptcy next year. Hopes to keep operating, still testing new centrifuges. $257M DOE aid last 2 yrs. Former govt entity privatized by Reagan ... New report predicting world oil prices to fall near $20/bl by '17 ... 15 states urged EPA to let them continue emissions programs they have in place ... Report: US should buy more flood-threatened houses to prepare for climate change ... 75% of animal GHG emissions come from poorer nations ... Wisc on track to cut emissions 22% by '20 ... Bitumen emissions may negate Canada's climate change efforts ... BLM to move ahead with oil/gas royalty reforms ... Sen. Boxer: Dems aim to elevate work of climate change next year ... Molten rock chamber under Yellowstone far larger than thought: study ... 80K acres proposed for wind development in MD ... Cape Wind broke ground ahead of tax credit deadline ... Few UK wind farms can be heard nearby: study ... Regulators OK'd plan for Buffet's power comp to buy NV Energy ... Barclays trying to stop FERC $448M fine ... Chems found in China-made kids' clothes carry risks: report ... Japan launched search for radioactive waste storage sites ... Singapore emerging as Asia green bldg leader ... Kinder Morgan filed ap for $5.4B oil sands line expansion ... Endocrine disrupters near drilling sites point to need for more water research: study ... Shell aims to lower oil sands emissions with LNG trucks ... Women, vets will be key hires for oil/gas industry in '14 ... Drillers putting up billions to test Colo Niobrara Shale prospects ... Clean/renewables to account for all new power in Australia through '20: AEMO ... Rice U researchers say ethanol carries hidden air pollution risks. Toxic, even explosive gases may find way into bldgs ... GEVO raised $25M in new equity offer ... LNG will turn Australia into energy superpower by '17: Morgan Stanley ... Ontario approved 58Mw wind project ... Iberdrola submitted ap for 76Mw wind farm in NH ... National Bank of Canada, Sun Life completed $368M loan for 108Mw solar project in Ontario. Panels from Toronto comp ... Offshore wind to form basis for Alstom's Europe turbine biz ... EC to probe German clean/ren surcharge discounts ... US to launch MD offshore wind auction tomorrow. 2 leases ... Electrobras to invest ~$13B in power gen, transmission, distribution in '14. $4B on transmiss, $2B on distrib ... Siemens to work with Taiwan developers on 300Mw offshore wind ... EBRD to lend $99M for 80Mw Poland wind farm ... Sharp to end solar panel production in Wales factory. 250 jobs ... Wind dominated Brazil auction, solar drew blank again. 2.3Gw new capacity ... Belgium court banned Electrawinds from selling clean/ren assets.

TUESDAY OPEN ... Market down 38/16/8. Volume a little light. WTI up near $98, Brent down under $109. Budget deal in Senate ... (stock #s in %) BLQN hit the lines up 145 at open, now up 63. CABN up 46. BOPO up 12, bottom lines (50-days) holding. BWEN up 12 to top line (50). TMEN up 11. XDSL up 10. SOPW up 9. AMSC up 5 after hitting another new low .... WTWO down 50. SATCQ down 30. CSKH down 28. ENSL down 23. ECOS down 20. NORX down 18. EWRL down 16. FCEL down 15 after reporting, drop from top. POLR down 15. IFXY down 14. TRKP down 12. AMEL down 11. RVLT down 8. NENE, NTCXF down 2.

MONDAY CLOSE ... Market up 129/28/11. Volume slightly heavy. Fed meet ... (stock #s in %) WTWO, ONYX up 100. PTOS up 71 off bottom to bottom lines. INIS up 57. CABN up 29. BSRC up 27. XSNX up 25. POLR up 20. CSOL up 19. RVLT up 17 on news. CRCL, TRKP up 15. AMEL, PSPW up 13. VLNCQ up 12. SPIR up 11. HIIT up 10. NENE up 9, day 3 of turnaround, back over top lines (50-days). NTCXF up 9, back to top lines (50s) . . . . BLQN down 67 on 1K shares. GWBU down 24. UBRG down 20. BFRE, QTMM down 19. PSON down 18. SOPW down 17. ECOS down 16. CWET down 14. SSOL, CSGH down 10. AMSC down 2, new low.

STUFF ... Snowfall in Cairo 1st time in 100 yrs ... China 3rd country to soft land on moon. Iran sent 2nd monkey into space ... BP $16B tight gas deal in Oman ... India $11.7B solar plan needs lenders: World Bank ... IEA: global coal use expected to increase 2.3%/yr through '18 ... Tiny plastic beads used in hundreds of toiletries slipping through water treatment plants, going into Great Lakes. Fish, aquatic life eat them along with pollutants they carry, like PCBs. Major cosmetic comps have pedged to phase out beads, but could take 2 yrs or more. Concentrations up to 1.1M bits of microplastics per sq. mi. found in all 5 lakes ... US Ex-Im Bank excluding mines from new policy to limit assistance for coal projects around world ... Calif's Santa Ana R. watershed facing severe climate, demand challenges. 3rd year of drought ... Climate change threatening Costa Rica banana industry ... Scottish Power Renewables dropped proposals for 1.2Gw wind farm offshore UK. Hard rock bottom, challenging wave regime cited. But some of best wind conditions offshore UK ... UK Crown Estate says Bristol Channel not fit for offshore wind ... Iran cancelled planned $500M loan to help finance Pakistan leg of NG pipeline. Pak hasn't started its part of pipe slated for completion by '15 ... Al Qaeda likely murderers of up to 25 workers building Iran's NG pipe to Iraq ... Kurd oil started flowing to Turkey through new pipe. Baghdad wants revs deposited in Iraq account in NYC. But that's unlikely ... Libya's announcement eastern oil export terminals would soon reopen appears to have been wrong. Oil production stuck ~200Kb/d, half for domestic use. Tripoli gasoline shortage in week 3 ... China Nov. industrial output up 10% over Nov. '12 ... Global energy demand on course to be ~35% higher in '40 than '10: Exxon. China, India to account for 1/2 of growth ... Nigeria central bank asking President Jonathon what happened to $50B in missing oil revs ... ~56% view Keystone as more a benefit to US energy security than enviro risk ... Over 2.6K quakes in OK this year. 87 last week. Fracking suspected ... US ethanol production at 2-yr high of 944Kb/d ... BG Group (UK) est. 15TCF NG offshore Tanzania ... Indian law makes nuke power equipment makers liable in case of power plant accident. Global comps holding back on sales ... Japan est. $10B cost just for land for "immediate storage facilities (for radioactive debris)", plus construction, ops ... UN study: in Italy, oil prices, not ethanol, main driver of grain prices ... DBS Markets: Panama Canal widening to be major driver for increased US shipments of NG liquids to Asia. DBS expects freight rates for very large gas carriers to explode to $300K/d from $37K now ... Mexico's new oil policy could attract up to $20B/yr in foreign investment ... Govt panel told Japan to restart nuke reactors ... Mitsubishi, GE settled wind patent infringement case ... First Wind to sell ~3/4 of power from 51Mw wind farm in Maine to Mass Muni Wholesale El for 17 local utilities ... Kyocera to build 8.3Mw solar plant in Japan with Century Tokyo Leasing. Online late '15 ... ID TechEx: total market for el unmanned drones to reach over $1B by '23 ... XSunX (XSNX) announced 50Kw of sales, expects more contracts by yearend ... QGER (Brazil) to invest $2.58B in Brazil wind farms by '20 ... Siemens got order from Mid American Energy for 1.05Gw of wind turbines. Largest single order ever for onshore wind ... Yingli-led consortium to build 233Mw of solar for Algerian utility ... Renova Energia (Brazil) won bid to supply power from 17 wind farms in Bahia. 355Mw.

MONDAY OPEN ... Market up 131/30/11. Volume a little heavy. WTI up over $97, Brent up over $110. US industrial production up 1.1% ... ECOS up 33. BSRC up 27. XSNX up 20. RVLT up 19 on news, surge up through all lines. AMPD, JUHL, TRKP up 15. INIS, USEI up 14. VLNCQ up 12. NTCXF up 11. NENE up 9 .... GWBU, UBRG down 20. QTMM down 19. ENSL down 16. BFRE down 15. EFOI, PTOS down 14. CSGH down 12. EWRL down 11. WEST down 4. AMSC down 1, new low.

STUFF ... GE: America will require up to 100 small-scale LNG plants for fueling land/sea shipping by '25 - at $50-150M each ... By '14, Pickens Plan predicts globally a tripling of LNG-powered merchant ships, a 42x increase by '20 ... State Grid of China became shareholder of Desertec Industrial Initiative (Germany). Aims to build solar power plants in N Africa desert, export power to Europe ... JP Morgan invested $96M for stake in E.ON 258Mw TX wind farm ...EBRD seeks to reduce energy intensity with new efficiency strategy ... UK National Trust to invest in up to 30M Pounds of clean energy ... Solarstrom (Germany) filed for insolvency ... Greencoat UK Wind raised 83M Pounds from share issue ... RRJ Capital paid $349M for under 8% stake in China Everbright ... Europe ministers failed to agree to limit transport fuels from food crops ... Centrica (UK) selling 580Mw offshore wind project to Dong Energy for 50M Pounds ... Conergy (Germany) selling solar module factory to Astronergy (China) ... New GHG - PFTBA - detected in trace amounts in atmos for 1st time. 7K x more potent than CO2 ... Colo PUC rejected Boulder appeal of muni utility decision involving 2 substations outside the city ... Judge deemed Anadarko liable for billions of dollars in pollution cleanup after improper spinoff ... USDA announced $1.8B for power infrastructure improvements ... DOE to remove most radioactive waste from Hanford. (To where?) ... Ozone hole could vanish in 56 years: NASA ... Canada's Indigenous First Nations threatening $600B of energy deals in west Canada ... NET Midstream got $665M commitment from bank consortium for 120-mile NG pipeline from TX to Mexico. Est. 2.1BCF/d capacity. Online by '15.

FRIDAY CLOSE ... Market flat. Volume slightly light. NG $4.35 ... (stock #s in %) GWBU up 22. ECOS up 20. BFRE up 18. ENPH, PTOS up 16. BWEN up 12, back over bottom lines (200-days), day 3 of turnaround. SSOL up 11. XDSL up 10. WEST, CBEH, AMRS up 9. NENE up 6. XSNX up 5 .... AEHI down 90. WTWO down 50. INIS down 35. BSRC down 34. SLMU down 23. SPIR down 15. EVSi down 14. AMPD, TRKP down 13. USEI, PSPW, AMLM down 12. ABAT, ENSL, EWRL, NORX, RSOL down 11.

STUFF ... Sun's current activity cycle weakest in century ... US cars, trucks hit record gas mileage in '12. 23.6MPG combined city/highway ... Schott shuttered thin-film solar factory in Germany ... Mexico congress approved oil bill ending 75-yr monopoly. 1 member of Congress stripped down to his underwear in objection ... Russia balances their budget at $117 oil ... DOE to give NuScale Power (OR) up to $226M to advance design of tiny submersible nuke reactors. 2nd award under $452M multi-year program to assist development of small modular reactors. 1st award to Babcock & Wilcox in '12. Already prelim agreement with TVA. Russia's 1st underwater reactors headed for '16 install ... DOI: rising temps in COlo, NM to likely result in smaller snow packs, water shortages ... DOE announced $150M tax credits to support clean energy manufacturing at 12 US comps. Also moving forward with $8B in loans for fossil fuels R&D ... Big insurers brought into talks on how to protect NYC region against future storms ... Many developed nations a century or more behind in adapting to climate change: study ... North Polar region continued warming trend in '131: NOAA ... NOAA filed inaccurate data in climate report (not necessarily one on North Pole): Commerce IG ... Calif homes with solar sell at premium ... Citigroup: solar installs to grow 20% globally in '14 ... Ex-Im Bank implemented policy to restrict loans to coal power plants ... Cal lawmakers asking Gov to declare drought emergency ... Grand jury indicted Ark man on power line sabotage charges ... Entergy shut down Ark reactor after transformer fire ... US regulators shuttered 52 unsafe bus comps ... Bayer focusing on mites, not its products, in search for bee death answers ... China urging pilots to learn how to land in smog. Latest smog episode seen from space ... Moniz says oil export ban, strategic reserve could merit "new analysis" ... Miss regulators denied transfer of Entergy Miss high volt transmission lines to ITC Holding (Mich inependent) ... Conoco-Phillips moving to reopen Alaska NG export terminal ... "Our outlook (of world energy supplies) has never been more positive": Exxon ... Chicago council mulling ban on older oil tank cars ... New jack-up vessel commissioned by Hochtief for construction of offshore wind farms. Joins 2 others ... Concentrated PV solar demand seen doubling, costs halved by '17. TransCanada has reduced Keystone XL from 32% of contracted projects 4 yrs ago to 14% now. $38B total new projects now, some solar. Had to repair southern leg (now done) at 125 different locations. Canada tar sands comps counting on north leg much more than TransCan.

FRIDAY OPEN ... Market up 14/4/0. WTI down under $97, Brent down ~$108 ... (stock #s in %) ENPH up 13. CBEH up 11. XDSL, SSOL up 10. PEIX, JUHL up 9. XSNX up 5 .... ECOS down 20. INIS down 19. BSRC down 16. SRWRF down 15. ABAT, ENSL, EVSI down 14. ZAAP, AMPD down 13. CSGH, HIIT down 12. EWRL down 10. NTCXF down 1.

THURSDAY CLOSE ... Market down 104/5/6. Volume slightly heavy ... (stock #s in %) BLQN up 211, bounce back from last 2 days. ECOS up 66. BSRC up 42. CSKH up 40. AMPD up 28. ZNNMF up 24. TRKP up 18. USEI up 14. NORX up 12. PLUG, QTMM up 11. NENE, TSLA up 5 .... ONYX down 50. BOPO down 40. GERS down 33. CRCL down 30. MDDD down 29. CBWP down 23. INIS down 22.SATC down 16. JUHL down 15. VLNCQ down 14. CABN, ENSL down 13. WWPW down 10. LEXG down 9, new low. WEST down 8. XSNX down 5. NTCXF down 4.

STUFF ... Fed judges rejected EPA rule on heavy-duty truck engine emissions ... Canadian Solar (CSIQ) got 100Mw, 4-project deal in China. Online in Jan ... 45M US households could easily switch to plug-in EVs: poll ... FDA voluntary plan to curb antibiotic use on farms ... EPA listed 9 superfund sites, proposed 8 more ... Dallas city council approved 1 of most restrictive NG drilling ordinances in TX ... 9 banks providing $1.2B for 531Mw Chile hydropower. 2 projects. Online '18 ... Price of PV panels up ~5% in India this year ... Focusic New Energy (China) got $32M loan from China Development Bank for 20Mw concentrated PV project near Gobi desert ... Singapore could meet 10% clean energy by '20 without govt subsidies. ~1% now ... Australia reached 3Gw of installed solar. ~1.2M systems. ~10% of el demand ... UK seeing rapid jump in cases of blocked filters from biodiesel ... USDA, US Navy unveiled Farm to Fleet program. Navy to begin to add biofuels into regular domestic purchases of ~77M gal/yr of jet fuel, marine diesel. 1st deliveries in '15. Blends between 10-50% ... USDA announced public-private development of 1st US commercial facility to produce cellulosic nanomaterial from wood fiber ... Cheneire unit signed 20-yr contract with Indonesia's Pertamina to export .8M tons/yr LNG to Indonesia from TX. 1st deliveries in '18 ... China oil pipeline blast in Nov that killed 62 caused by thieves siphoning off oil. Oil had leaked into urban storm drains ... Ukraine asking EU for 20B Euros aid to sign trade agreement. (Apparently the protests were effective.) ... Study: UK will save 85B Pounds/yr by meeting planned carbon targets, cutting emissions in half by '25 ... Iran, Russia close to agreement to build new nuke plants in Iran ... Fisker on fast-track bankruptcy. May soon restart production of Karma hybrid ... 30K Coloradans petitioning Xcel Energy to withdraw anti-solar proposal ... Grupo T-Solar (Spain) completed solar plant in S Cal. NADB $65M loan for over $75M project ... COPEL (Brazil) to buy 553Mw Brazil wind projects for $68M ... Solar City (SCTY) closed on $158M Zep Solar acquisistion. All-stock transaction ... Sun Ed to offer $800M notes to fund debt restructure ... GE Finance-led consortium bought stake in 143Mw Catalina solar plant ... Strata Solar (NC) to buy 160Mw of modules from BYD (China) ... Hermes (UK) funds acquiring majority stake in 144Mw wind farm in Scotland from EDF units.

THURSDAY OPEN ... Market down 74/2/4. Volume a little heavy ... (stock #s in %) BLQN up 211 on 100 shares. POLR up 70. PRHL up 17. WSGP up 15. HOKUQ up 13. NORX up 12. PLUG up 8. NENE up 3 .... GERS down 33. CRCL down 30. ENSL down 27. GWBU down 20. WWPW down 15. AMEL down 11. XSNX down 8. ABAT down 7. MDDD down 6 on news. WEST down 4.

WEDNESDAY CLOSE ... Market down 129/56/20. About time, really ... (stock #s in %) ECOS, GERS up 50. MDDD up 48, day 4 of 3x bounce off bottom. CRCL, FNVRF up 44. INIS up 40. AMEL up 18. ZNNMF up 17. ENSL up 13. XDSL up 11. BWEN up 10. QTMM, RNWEF up 9. ABAT up 2, up 7x on year, recent up 2x (that I pretty much foretold ye about) .... BLQN down 69, still double on year. CGYV down 33. POLR down 28. TRKP, GEVO down 27. AMPD down 23. BBLU, BSRC down 16. SSOL down 14. BHWX, SOPW down 13. ASTI, KIOR down 12. GWBU down 10. NENE down 8. WEST down 4. NTCXF down 1, back to top lines (50-days).

STUFF ... DOE to restart loan guarantee program next 2 weeks. $11B ... IEA boosted '14 global oil demand forecast on US recovery. 1.2Mb/d '14 rise to 92.4M ... Hanwha Solar (HSOL) got 13Mw contract in China ... Net metering facing cutbacks, elimination in future: solar industry experts ... Harvard study: embrace forests as infrastructure ... China LED market set to double by '17: report ... Monsanto, enzyme maker deal to develop natural ag pest controls ... ND oil spill threatening Little Missouri R. tributary ... GM HQ diverting all trash from landfills ... Putin bolstering Arctic military presence (Napoleon complex? Is that what the world wants? What does he want, a coronation?) ... New England governors agreeing to regional energy coordination ... Longer Arctic drilling leases would drive better, safer development: report ... Gender diversity a "must" for energy employers: survey ... China asking grid operators to buy all the solar produced in their areas to boost manufacturing capacity ... Chevron back to fracking in Romania after ops blocked 2nd time in 2 months. Equipment damaged by protestors ... Formula Electric racing now reality. DiCaprio, Andretti, Branson in ... China el demand to double by '26: IHS. By '35, more than demand of US, Europe combined ... Eaton developing wireless charge system for el buses in Europe. En-route charging ... Australia to expand coal port by dredging near Great Barrier Reef. 4 new coal terminals. Capacity boost to 300M tons ... Total, 2 other comps getting $140M OPIC loan for Chile 70Mw $200M solar farm. Sunpower (SPWR) panels. Online early '15. Chile now has 6Mw solar ... Suzlon unit got 266Mw order in Germany. 24 community wind projects. Online '15 ... Solargiga (China) formed JV to develop 200Mw in Ghana. Ghana target 10% clean energy by '20 ... Ratepayers could save $1.7B next 17 yrs if Hanford nuke station closed: report. BPA paid ~$419M for $218M worth of power from the plant (last year?) ... Supreme Court seemed receptive to some EPA arguments in cross-state pollution case ... Barclays sees rise in UK solar project lending ... UK solar, onshore wind to remain viable. Strike price announcement "sensationalist" ... Morocco evaluating bidders for 1.15Gw of wind, solar capacity ... Mainstream (Ireland) to target institutional investment with new capital unit ... Local biz seeking to revive development of 1.2Gw Atlantic (wind) Array offshore England ... Colo PUC approved XCel energy plan for 620Mw new Colo clean energy ... Dane pension fund providing $44M to Irish comp for Vestas turbines for Irish farm ... Viridor (UK) 25-yr contract for 223M Pound waste-to-energy plant in S Wales ... EBRD to focus on energy efficiency, clean energy in 5-yr strategy.

WEDNESDAY OPEN ... Market down 65/19/9. WTI down under $98, Brent under $110. 2-yr budget deal going to fly? ... (stock #s in %) ECOS up 50. CPWY up 47. INIS, UBRG up 20. CWET up 17. CCTC, NORX, MDDD, TMEN up 16. FNVRF, ZNNMF up 14. CERP up 13. QTMM up 10. RNWEF up 9 .... GWBU down 34. BSRC down 29. GEVO down 28 on news, new low. POLR down 28, new low, 5 cents from $6.25 in year. Talk about pump and dump. AMPD down 23. EWRL down 21. CABN down 17. PRHL down 15. BHWX down 13. PSPW down 12. SOPW down 11. SSOL, MKTY down 10.

TUESDAY CLOSE ... Websites change at least every year for some frackin reason. Latest is Bloomberg. Whatever. It always gets harder. Market down 52/8/5. Volume a little busy. BOA Merrill Lynch: prepare for 20% correction in '14. 900-page Volcker rule: did it get yay or nay? ... (stock #s in %) CGYV up 64. ABCE up 28. AMPD up 24. GWBU, INIS up 22. CABN up 19. CRGE up 18. BHWX up 15. MKTY up 14. XDSL up 12. PLUG up 11. MDDD, LEOM, GSFVF, ABAT up 10. WEST up 4 .... ZNNMF down 56. FNVRF down 30. CERP down 25 (are they for real or charletan?) POLR down 22. EWRL down 20. CWET down 18. UBRG down 16. BFRE down 15. SRWRF down 14. SYNM, JUHL down 13. USEI down 12. CSGH down 11.

STUFF ... 1st oil flowing through southern leg of Keystone XL - OK to TX coast ... Peabody closing Australia coal mine ... WV landfills OK'd to accept unlimited amounts of often radioactive fracking waste ... Colo Oil/Gas Ass suing Colo cities over voter-enacted fracking bans ... EU voted to support carbon trading system ... EPA plans to conduct fewer in-person inspections, fewer cases against industry rule breakers next 5 yrs ... US outvoted in stand against new coal power plant for Pakistan ... Ocean acidification could make fish more anxious: study ... Tasmania target 100% clean/renewable energy by '20 ... Japan govt says nuke power should be embraced as "go-to" power source for country ... Lack of skilled workers threatens Canada's $50B LNG investment plans ... Iran continuing to test more efficient uranium enrichment techs ... UBS fund bought 50% stake in EDF 161Mw TX wind farm. Online mid-'14. GE turbines ... 930Mw PV solar installed in US 3Q, up 35% yoy. 1.83Gw expected in 4Q for 4.27Gw on year ... Global hybrid, EV market est. $334B by '23. Now $69B: ID Tech Ex. Will be primarily large or very heavy duty vehicles, on-road, off-road and marine ... Tenaska looking to NE states, TX for US solar expansion ... Russia must address localization rules to meet $17B clean/ren energy investment target ... Allied Irish Banks formed 100M Euro fund for Irish energy efficiency projects. Support from EIB ... Belfast developer got funds from UK Green Investment Bank for 81M Pound combined heat and power biomass project ... GDF Suez to sell 50% stake in French onshore wind portfolio - 440Mw - to French bank ... Actis closed 3rd energy fund at $1.15B. Original target $750M ... Hanergy (China) to build thin-film solar module production plant in Brazil.

TUESDAY OPEN ... Market flat, mixed. WTI up over $98, Brent under $110 ... (Stock #s in %) GERS up 50. CWET up 19. CRGE up 18. XIDE up 15. WEST up 13. LEOM, NORX up 11. GSFVF up 10. HSOL up 9. ABAT up 5 .... BLQN down 74 on 750 shares. ZNNMF down 54. HOKUQ down 31. BFRE, SPIR, CERP down 15. POLR down 11. BSRC down 10. PLUG down 6. NENE down 1.

MONDAY CLOSE ... Market up 5/6/3. WTI ~$97, Brent ~$109. NG $4.23. US household wealth up $1.9T in 3Q. US govt lost over $10B on GM bailout ... (stock #s in %) MDDD up 32. UBRG up 20. PSPW, GSFVF up 18. EWRL up 16. ENSL up 15. WWPW up 14. ABAT, XIDE up 12. JUHL up 11. KNDI up 10. WEST up 4. TSLA up 3 .... CGYV down 41. NGLPF down 38. GERS, ECOS down 33. PTOS down 25. CPWY down 20. GWBU down 19. PLUG down 18. AMEL, CABN down 16. ASPW, HSOL, PSON down 15. HSOL dropped to bottom (200-day) line. LEOM down 10. XSNX, NENE down 9. NENE drop below top lines (50-days). XSNX drop below all lines. NTCXF down 3.

STUFF ... Governors of 8 N East US states to petition EPA for force stricter air pollution rules on 9 Midwest, Appalachian states ... Canadian Solar (CSIQ) got $40M loan from China fund toward 145Mw solar in Japan. CSIQ also got 8.7Mw Mexico project ... Researchers see link between Arctic melting, extreme summer weather ... Climate change threatens S East Alaska's salmon habitat ... Cuba creating nature reserves in response to climate change ... US energy IPOs fetched $6B in '13 ... Dubai to add 50Mw ($100M) solar before World Expo '20 ... UK's largest power plant opened 1st of 3 generating units being converted to biomass from coal. $1.14B cost. 2nd online next year, 3rd in '16. Carbon savings ~80% ... Ontario's est. '13 elgen 59% nuke, 28% clean/ren, 11% NG, 2% coal. '25 forecast 42% nuke, 46% clean/ren, 12% NG ... Iran, Iraq plan to increase crude production, exports a combined 2Mb/d in '14. Implied other OPEC should cut their exports same amount to keep prices from falling ... Goldman Sachs price forecasts for '14 - $98 avg for WTI, $106 for Brent ... API: oil/gas potential off US Atlantic coast over 1/2 now being produced in Gulf of Mex ... US oil shipments by rail up 32% in '13 over '12. 458M bls, over 655K carloads. Up 50% yoy in ND ... GE report: global NG consumption to increase over 1/3 by '25 ... Ukraine failed to sign deal to open NG supply route from Slovakia ... NG lease auction for offshore Lebanon Jan 10. 6 blocks ... Ethanol production from bamboo in China technically, economically feasible, cost-competitive with gasoline: research in UK ... China biodiesel imports 1st 9 mo '13 up 10x over '12. Tax evasion scheme probably to be stopped ... World's biggest palm oil comp pledging to halt deforestation ... Black Rock bought majority stake in 68Mw TX wind farm project from Own Energy. Siemens turbines. Morgan Stanley finance ... Asian Development Bank to lend $900M for 600Mw Pakistan coal plant. Online '19 ... Obama pollution control agenda goes to Supreme Court and fed appeals court tomorrow ... Ming Yang Wind (China) won 1st India order - 150Mw ... Quercus targeting 254Mw new UK solar portfolio by March '15 ... EIB 500M Euro loan for Netherland grid operator for 3 HVDC offshore wind connections ... Green for Growth fund for S East Europe making 20M Euro loan to Croatia bank for clean energy, energy efficiency finance ... DONG Energy moving ahead on 3 offshore wind farms in N Sea after UK revision of subsidies ... Moldova targeting 400Mw of clean/ren energy by '20 ... New South Wales to divest 105Mw wind, hydropower assets to finance future infra investment ... EIB to invest 50M Euro in clean energy infra fund ... French comp bought 7.5% stake in 288Mw wind farm offshore Germany ... China 3 Gorges to buy 49% stake in Portuguese wind development from EDP.

MONDAY OPEN ... Market up 8/10/2. WTI over $97, Brent down ~$110. German industrial production down in Oct ... (stock #s in %) TMEN up 30. MDDD up 24. INIS up 22. WWPW up 21. CPWY, UBRG up 20. ABCE up 16. GSFVF up 13 .... HOKUQ down 54 on 250 shares. ECOS down 33. VSPC down 20. BFRE down 17. AMEL down 16. ASPW down 15. CABN down 13. PLUG down 13, 3-day surge coming back. XSNX down 4.

FRIDAY CLOSE ... Blizzard here ... Market up 198/29/20 on jobs report I guess. Volume normal. US wholesale ethanol jump to $2/gal. Gasoline $2.73 ... (stock #s in %) NGLPF up 88. CPWY up 25. CWET up 20. BLDP up 18. BFRE, FCSMF up 15. AMPD, CHGI, PLUG up 13. CREG up 10 .... ASIUF down 33. ENSL, PSON down 22. INIS, PTOS down 20. WEST down 18. PSPW, UBRG down 16. ECAU down 13. ZAAP down 12. USEI down 11. JUHL, GSPI, AQNM down 10. CERP down 5. Should be bottom.

STUFF ... Central Africa Republic on verge of genocide. Muslim v. Christian. What the hell ... US teacher killed in Libya ... Back to biz: Shell not going to build NG-to-liquids plant in Louisiana. Over $20B cost concerns, lack of skilled labor to build without cost overruns ... Skilled labor shortages coming up more and more ... Cheap NG leading to increased emissions in industrial sector: report ... Flooding from hurricanes (named from having to hurry in the sugarcane crop?) worsened by sea level rise: study. (We needed a study for that?!) ... Bioenergy boon in US southeast threatens biodiversity: report ... Hurricane-force winds slammed into Brit, Germany ... Record German wind power brought solar/wind share of power gen to over 35% today, above '20 target. Estimate wind will hit 39% of supply tonight. Turbines start to cut out with over 60MPH winds ... USGS sending seismic recorders to TX drilling areas ... Ohio Republican lawmakers pushing for oil, NG tax increase (!) ... Asia Development Bank approved $136M grant to refurb 51-yr-old Tajikistan 240Mw hydropower plant. Largest single transaction ever provided the country. $34M from Tajik govt ... Alternate Fuels Americas signed 150 more landowner agreements in Costa Rica for feedstock for up to 2M gal/yr of biodiesel. Accelerates revs timeline ... Miscanthus has better results for cellulosic ethanol than switchgrass: research ... Up to 20 ethanol plants expected to be shuttered in IL with RFS cutbacks in '14 ... Germany biodiesel exports surging. 330M gal shipped thru Sept, up 14% on year. 30M to US, rest to Europe ... Royal DSM, DONG Energy demo'd breakthrough wheat straw fermentation. 40% increase in ethanol yield ... Western Canada Select crude going for $71/bl. Heavier Canada crude going for less. Canada can export crude. US cannot ... Wisc Energy '14 capital spending plan $711M ... Goldwind (China) to provide turbines for 50Mw Romania project ... Invenergy (US), local comp got finance for 24Mw wind project in Poland. GE 1.5Mw turbines. Online early '14 ... DOI finalized rule allowing wind farms to obtain permits to injure, kill or disturb eagles for up to 30 years ... Officials unveiled $627M of BP-funded Gulf of Mex restoration projects ... China continues to corner rare earth processing market ... Algae bloom threatening Pecos River ... Wisc dairy farms spilled over 1M gal manure this year so far ... Lawmakers blasting Gov Christie for stalling offshore wind development ... Shanghai grounding flights amid record smog ... Ecuador officials shut down enviro group opposed to Amazon rainforest oil drilling ... Bulgaria's renewables tax risks further destabilization of east Europe clean power sector: analysis ... Chinese investor to invest over 511M Euro in Bulgaria wind park ... China Development Bank lending $80M to China Wind Power for 70Mw of solar plants ... Pacific Hydro (Australia) got govt approval for 100Mw wind farm. $181M ... Rene Sola (China) $200M 3Q loss with polysi plant shutdown ... Vattenfall delaying Europe offshore wind test project 2 yrs to '17 ... Q-Cells got $188M from parent Hanwha Chem ... Coal consumption by Japan utilities up 26% in Oct yoy to record 4.78M tons ... Coal prices ~$80/ton ... S Africa coal mines producing as low as $40/ton ... Indian coal imports at 12 ports up 44% Apr-Sept. Other reports to Oct say up 28% ... Thailand, Madagascar developing their coal resources ... Since '28, avg bull mart lasted 57 months, 165% gain. This one now is there ... ABM commissioned 1.2Mw solar farm in Baltimore.

FRIDAY OPEN ... Market up 142/20/13. Volume normal. 203K new jobs in Nov ... (stock #s in %) NGLPF up 73, back above bottom (50-day) lines. CPWY up 25. BLDP up 23 on news, jump off all lines. BFRE, CABN up 15. CWET up 13. PLUG up 4, another new high .... ECOS down 33. POLR down 22, new low. PTOS down 20. PSPW, UBRG down 16. ENSL down 14. AMTX down 12. ECAU, SPIR, USEI down 11. ABAT down 9. WEST down 7. NTCXF down 4.

THURSDAY CLOSE ... Market down 68/4/7. Volume a little heavy. Dow back near 50-day lines. NG $4.12 ... (stock #s in %) WTWO up 100. ECOS up 50. PLUG up 42, day 2 of run. PSON up 39 off bottom. GWBU up 37. BOPO up 35, trenching in above bottom lines (50-days). AQNM up 28 off bottom. WEST up 26 in day turnaround. PTOS up 25. MGLT up 24. GPRC up 21, new high, double from Sept. UBRG up 20. ENSL up 17. CDTI up 15, big jump off bottom lines, over top lines and back under on volume. CSUN up 12 (see open comments). FTEK up 11, new high, over double from Sept. BBLU, BLDW, GSFVF up 11. JUHL, NTCXF up 10. Check NTCXF. PEIX up 5 over top line (200), near dub from Nov .... ONYX down 60. AEHI down 50. AMLM down 37. HOKUQ down 23. WWPW down 18. FNVRF down 17. SATCQ, CABN down 13. CCTC, ECAU down 12. XDSL, XSNX down 11. POLR, NGLPF, SRWRF, XIDE down 10.

STUFF ... Dozens of largest comps, including 5 oil majors, expecting govt to enact carbon prices or tax. Incorporating charges into long-term finance planning ... China doubled clean/renewable energy capacity this year ... Closure of enrichment plants puts US in a bind: report ... Mitsubishi slashed price for i-MiEV ... Thieves in Mexico stole truck toting radioactive material. Officials since recovered both truck and material ... 9.5Mw power plant to run on coconut waste in Thailand ... Solar City (SCTY) offering power storage to commercial customers using Tesla (TSLA) batts ... Looks like Baghdad, Kurds have agreement on oil exports to Turkey ... Syria insurgents lately targeting NG pipelines that feed power plants. Attack on Homs refinery keeping gasoline in short supply in Damascus ... Iowa's consumption of E85 in 3Q near double 1Q ... Investors to build $70M cellulosic ethanol plant in Canada. Would use 250K tons of corn stalks per year ... Libya hopeful oil production will be at full capacity within weeks ... TEPCO may consider dumping contaminated (radiated) water into ocean: IAEA ... Total, Amyris (AMRS) formed JV to make, sell biofuels. Commercialization within next few years ... EDF, ACME (India) to build 200Mw solar in India ... EDF, Eren taking 50% stake in ACME Solar ... Hanergy (China) bought Alta Devices (Cal) - thin-film solar developer ... UK unveiled 375B Pound infrastructure plan. 25B investment pledged by insurance comps. 218B for energy ... Final legal appeal dropped against 600Mw wind farm project offshore Netherlands ... Obama instructing fed govt to use 20% clean/renewable energy by '20 ... Public lands in US emit far more carbon than they absorb: analysis ... Emissions from heavy duty diesel engines plummeting: study.

THURSDAY OPEN ... Market down 64/4/3. Volume normal. WTI over $97. US 3Q revised GDP up 3.6% on inventories ... (stock #s in %) WTWO up 100. PLUG up 41 more, day 2. ENSL up 18. CSUN up 15 after reporting. SENY up 13. MMMW up 11 .... USEI down 22. POLR down 20. CWET down 17. HOKUQ, XIDE down 16. SATCQ, SRWRF down 13. WWPW down 12. XSNX down 11. NGLPF down 10. NENE down 3.

WEDNESDAY CLOSE ... Market down 24/0/2. Volume a little heavy. WTI over $97 ... (stock #s in %) ONYX up 400. PLUG up 60, new high, on news, leap out of 3-yr "50-day" lines. GERS up 50. BSRC up 42. CSGH up 31. AMEL up 30. POLR up 25. WWPW up 22. LEOM up 17. BLDP up 16. PALAF up 15. PEIX up 14 to top line (200-day). AMTX, BLDW up 13. PRHL, USEI up 12. NGLPF up 11. ABAT, CBEH up 10. FCEL, FNVRF up 9. XSNX up 8 .... HOKUQ down 47. PSON down 25. BOPO, EWRL down 22. CABN down 18. XIDE down 17. TMEN down 16. ENSL down 13. DSTI down 12. EVSI, WEST down 10.

STUFF ... No changes from OPEC at Vienna meeting ... Coal ash pollution from NC Duke plant kills hundreds of thousands of young fish per year, deforms many more: study ... PPL unit completed $440M expansion of 100-yr-old hydropower plant on Susquehenna. Now 230Mw ... '14 shrimp season in Gulf of Maine cancelled. Historic lows of shrimp from overfishing, warming waters ... Scientists call for early warning system for sudden climate change impacts ... Climate change threatens N Am freshwater mussels: USGS ... Fiji's GDP to suffer from climate change impacts: report ... Barge-mounted LNG export projects got partial DOE OK ... Ohio shale jobs up 30% last 2 yrs: report ... Japan backing Costa Rica geothermal power with $560M. Another $70M from EIB. Costa Rica 1 of 8 nations now or nearly 100% powered by clean/renewable energy ... Enel Green Power planning 2 solar, 1 wind farm in Chili. 161Mw total, $320M investment ... US Ex-Im Bank $61M toward 50Mw wind farm in Costa Rica. Gamesa turbines ... UK published clean/renewable subsidies regime. Cuts to onshore wind, solar from June ... Zimbabwe E15 mandate as of Nov 30. Planning E20 in '14 ... Delta Airlines refining unit suing EPA over '13 RFS ... Shell floated hull for its floating LNG vessel. Biggest object ever put to sea. 488 meters long ... UK public housing contractor getting up to 120M Pounds from UK bank to fund rooftop solar across Britain next 3 yrs ... Banks, govts to finance initial phase of 54Gw Saud clean/renewbale energy buildout ... Govt-owned Indian power comp looking to World Bank to debt finance 1Gw solar initiative ... Tosjiba targeting 100Mw rooftop solar in Germany next 3 yrs ... Local Brit council approved 9Gw offshore wind zone ... Sustainable Development Capital to launch $200M UK-China energy efficiency fund backed by UK Green Investment Bank.

WEDNESDAY OPEN ... Market up 32/11/2. Volume normal. WTI up near $97. Oct US new home sales surge ... (stock #s in %) BSRC up 95. PLUG up 41 on news, new high. VLNCQ up 34. CSGH up 31. PEIX up 17. NGLPF up 11 .... HOKUQ down 56. AMLM down 37. PTOS down 25. PSON down 18. PSPW down 14. ENSL down 13. XDSL, NORX down 11. JUHL down 10. WEST down 8. ABAT down 6.

TUESDAY CLOSE ... Market down 94/8/5. WTI up over $96 ... (stock #s in %) AEHI up 100. AMLM up 58. NORX up 38. SATCQ up 25. CABN up 23. PSPW up 19. TSLA up 16. VLNCQ, ENSL up 13. EVSI, MKTY up 12. TMEN up 10 ... BSRC down 55. GERS down 33. CGYV, CRCL down 32. CPWY down 26. AQNM down 24. BHWX down 21. SRWRF down 18. WWPW, CSGH down 17. BLDW, CSKH, PSON, UBRG down 16. POLR, USEI down 11. WSGP, NGLPF, POWR, BOPO, ABAT down 10.

STUFF ... Tundra lakes drying up. Unprecedented in 200 yrs: study ... Lego pledges to use only clean/renewable energy by '16 ... Australia must cut emissions 40% to avoid "unimaginable" climate change: scientists ... Obama admin boosted goal for energy efficiency projects ... Colo coal mine idled production, 115 workers ... Toyota RAV4 EV uses Tesla batt. No fires yet ... Large Nigeria oil spill spreading through delta region ... Shanghai warning children, elderly to stay indoors amid air pollution ... No crude price collapse in '14: Barclays ... Oil biz dried up in N Miss Lime Shale ... "Fire ice" NG deposit found in Sea of Japan ... US crude production now over 8Mb/d. Est over 9M in '14, over 10M by '16 ... OPEC Nov production 2-yr low just over 30Mb/d. Slips in Nigeria, Saudi ... Shiite terrorists punching back in Iraq ... Egypt sentenced group of female pro-Morsi protestors to 11 yrs in prison ... Syria oil production down to 20Kb/d ... Beijing trying to shut down thousands of small, inefficient coal producers or force them to join giant state-owned comps. China consumes 4B tons/yr ... US extended Iran sanctions waivers to China, India, S Korea, others in exchange for their reducing purchases earlier this year ... Lack of el in Gaza sparking catastrophe ... Another 20 Brazil sugarcane mills expected to shut down next few yrs. Ethanol demand falling ... Argentina boosted biodiesel blend to 10% from 8% ... Chemtex to locate $200M 20M gal/yr cellulosic biofuel plant in NC ... Indonesia bank funding palm oil industry $4.4B through next Oct ... Rosneft, Eni agreed on mutual oil supplies to Euro refiners ... Indonesia rejected extension of Chevron oilfield contract. Chevron operated field for 50 yrs. Hand-over to state-owned comp. 29 contracts expire through '21 ... Jinko Solar agreement with local China govt for 200Mw project ... Ormat (ORA) acquisition of up to 35Mw geothermal project in Honduras. 18Mw in 3 yrs ... Tata may fund $400M clean/renewable energy, energy efficiency projects in India. "Combined cost of grid power, diesel generators that many comps use now higher than solar" ... Okinawa El Power to set up 2Mw batt storage system for solar projects. Solar cap on island to reach 57Mw soon ... Hitachi announced energy storage system. To begin testing in N Am 1Q14. Goal to market by '16 ... Netherlands comp doubled investment in Sun Ed distributed solar fund to $100M ... Pension Danmark investing 153M Pounds in Falck UK wind portfolio. 49% stake in 272Mw ... Ontario to launch new wind tenders. 600Mw next 2 yrs ... Hydro Tasmania to seek fed funds for A$2B 600Mw wind farm ... Bulgaria to vote on 20% clean energy revenue tax ... EIB could lend 1.7B Euro to National Grid for 4B Euro UK clean/renewable energy transmission scheme ... Iberdrola seeks to qualify 500Mw new wind energy for US PTC this month ... Eco Power applied to build $250M 100Mw Chile solar plant ... Quercus (Luxemburg) acquired 254Mw solar portfolio in UK.

TUESDAY OPEN ... Market down 68/1/1. Volume normal. WTI up over $95, Brent up over $112 ... (stock #s in %) AEHI up 100. NGLPF up 70. MGLT up 50. NORX up 46. BSRC up 33. EVSI up 13. TSLA up 12 on Germany OK of S. CABN up 10 .... SRWRF down 19. LMRMF down 13. AMPD down 12. POLR down 11. ABAT, LYSDY down 10.

MONDAY CLOSE ... Market down 77/14/5. Volume normal. WTI up ~$94 ... (stock #s in %) GERS up 50. CGYV up 47, over all lines, double bottom with Oct. FNVRF up 40 off bottom. WWPW up 23. CPWY up 20. DSTI up 14. PLUG up 12, new high. POLR, USEI up 12. ABAT up 8 in turnaround. XSNX up 4 .... AMLM down 55. AEHI, WTWO down 50. NGLPF down 41. CSOL down 34. MGLT down 33. NORX down 27. TRKP down 22. ENSL down 20. AMTX, BHWX down 17. CSKH, IFXY down 14. LEXG, ZNNMF, BOPO down 13. ASPW, BBLU, EWRL down 12. EVSI, QTMM down 11.

STUFF ... US drought level down to 2-year low ... Climate change behind steady 60-yr slowdown of westerly winds blowing off N Pacific that play key role in carrying precip into western US mountain ranges: research ... Spending on management tools for boosting data center efficiency to increase 7x: study ... New US cold records over Thanksgiving ... Australia warmest-ever spring ... EU carbon market prices down 9.4% lately on expanded supply ... TX oil output up 1/3 this year led by Permian Basin ... UK wind power rose to record over 6Gw today. 14% of total el supply. 7.8Gw of NG power halted. Demand down ~2Gw ... EU, China agreed to end solar panel trade dispute. China to curb exports to Europe ... ~1.75Gw solar to be installed in India in '14. 420Mw concentrated solar ... Raizen broke ground on 10M gal/yr $100M cellulosic ethanol plant in Brazil using Iogen Energy tech. Online by '15 ... Cambrian Innovation (Mass) installed EcoVolt system at Cal brewer. World's 1st bio-enhanced wastewater treatment system. Organisms convert pollutants into el, then microorgs convert el, CO2 into methane, clean water ... Petro China to buy 25% of Exxon 60% stake in S Iraq oil field. 3Mb/d potential, now producing ~500Kb/d ... Statoil says Arctic drilling decades away ... Japan comp wants to install solar panel belt around Moon equator, beam power back to Earth ... Japan shipping comps to spend over $17B on 90 new LNG tankers through '20 ... ~2Gw to be added to Iran's power capacity next summer ... Hanwha Solar (HSOL) $574M Bank of Beijing 3-yr loan to build solar farms in China. 250Mw in development ... Canadian Solar (CSIQ) got $33M loan for Ontario project ... New German offshore wind rules to protect N Sea porpoise ... Stem (Cal) - energy storage provider - got $15M to expand in N Am. GE, Iberdrola invested. N Am market potential $45B, global market up to 3x that ... Japan's domestic solar shipments up over 3x yoy in fiscal 2Q. Exports fell to 53Mw ... Southern pine beetle taking hold in NJ forests ... 1st BP Deepwater Horizon criminal trial started ... EIB lending 200M Euro to Enel Green Power for Romanian wind portfolio. 15-yr loan ... Dane pension fund, Northland Power (Canada) supplying 200M Euro debt finance for 600Mw offshore wind project ... Consortium raised 305M Pound bond finance for transmission line for 504Mw offshore wind farm to UK grid ... GDF Suez consortium submitted 1Gw bid in French offshore wind tender ... Enel Green Power won contracts to sell up to 4.1Gwh el in Chile at $128/Mwh. Dec '13 to '24 ... Australia Bank providing 20M Pound to finance rooftop solar next 3 yrs by UK comp ... Vantage Capital (S Africa) created $217M debt finance fund for renewables.

MONDAY OPEN ... Market down 26/1/0. Volume slightly light. WTI over $93. US manufacturing up ... (stock #s in %) CGYV up 47. FNVRF up 40. CPWY up 20. PRHL up 17. USEI up 12. SSOL up 10. WEST up 4. NENE up 1 .... CSOL down 34. MGLT down 33. ENSL down 21. IFXY down 14. DSTI down 13. LEXG, LSCG, SOPW down 11. ABAT down 5. AMSC down 4. XSNX down 3.

STUFF ... S Carolina threatening to impose $154M fines of US govt for failing to meet promised clean-up sked at Savannah R nuke weapon waste site. Hundreds of millions a year for maint, security. Tanks near river have leaks, buried in soil below water table. DOE began clearing site in '96. Projected '23 completion now getting stretched well into '40's ... Last winter coldest in 50 yrs ... UK forced to install 70K EV charging stations and hydrogen, NG refill stations by '20 by EU draft directive. Germany 86K, Italy 72K ... Shunfeng PV (China) $462M bond issue to finance Wuxi Suntech (China) acquisition ... E.ON (Germany) to sell its Italy unit. Target over 3B Euro for 6.1Gw installed cap ... Trina Solar (China), Yabang (China) investing $45M in solar module making JV ... Goldman Sachs, 2 Danish pension funds investing $2B in 26% stake of Dong Energy (Denmark). IPO option ... Algonquin Power (Ontario) to pay $117M for remaining 40% of Gamesa US unit 400Mw portfolio ... Irealnd rejected bids for Bord Gais Energy ... Venezuela stock market up over 620% this year. But people can't get toilet paper, el is rationed, blackouts frequent, fist fighting over last bags of corn flour ... Argentina offering Repsol $5B compensation for taking over YPF. Repsol wants over $10B ... US NG ~$4/MBTU. $20 in Mexico. Think there will be new pipelines to Mex?

FRIDAY CLOSE ... Market (10)/15/(1). WTI under $93, Brent under $110. OPEC Nov crude production 2-yr low ... (stock #s in %) NGLPF up 70, punch over bottom (50-day) lines. CRCL up 49, also over bottom 50s. CBEH up 46, new high on volume. AQNM up 33 off bottom after Sept surge. LMRMF up 26, back to top line. BHWX up 21. BLQN up 19 on 100 shares. JUHL up 17, crossing through bottom (50-day) lines. GRPH up 14 off bottom. SENY up 10, maybe double bottom with April. AMSC up 8 .... HOKUQ down 44. CABN down 22. PSPW down 19, still bottoming. NPWZ down 17, coming back off 2-day double. AMEL, VLNCQ down 16. DSTI down 13 from bottom (50-day) lines. POLR, CSGH down 11. ABAT down 11, still coming back to lines. Keep eye on. SOPW down 10, under top 50s. NTCXF down 9, back on top line (50). WEST down 8, maybe never going anywhere. FTEK down 5 after hitting new high, almost double from Sept. XSNX down 4.

FRIDAY OPEN ... Market up 53/17/5. Volume light. Market closes at 1P. WTI up over $93 ... (stock #s in %) JUHL up 41. LMRMF up 22. BHWX up 21. GRPH up 14. CBEH up 12. AMSC up 8 off bottom. TSLA up 2. NENE up 1 .... AMLM down 55. BSRC down 22. NPWZ down 21. AMEL, VLNCQ down 16. EWRL down 13. CSGH, POLR down 11. NTCXF, SOPW down 10. ABAT down 8.

STUFFING ... It may be Thanksgiving in US, elsewhere, but the world turns on ... US NatGas up to $3.93 ... Tea Party, Sierra Club united on support for solar in GA ... Lightsource Renewable Energy (UK) to close on 80M Pounds solar asset finance by yearend ... Gaelectric (Ireland) raised 90M Euro new finance ... European Energy (Denmark) acquired 93Mw German wind portfolio. 7 farms ... Goldpoly (China) to buy 80% stake in 195Mw of GD Solar (China) solar farms ... Green Wind Energy (Ireland) applied to build 96Mw farm in Offaly ... JA Solar (JASO) 3Q $37M loss. Revs up ... New property tax could cost Romanian wind industry 30M Euro/yr ... EC levied provisional import duties of up to 42% on China solar glass ... Dow Corning bought 12% stake in Hemlock Semi for $240M ... 2 UK comps partnering up for up to 300Mw of UK solar development ... 3M bl increase in US crude stocks last week. 391M bls ... Libya army chased off military in Benghazi. Oil revs down 80%. Libya out of money, has to borrow. Sink into anarchy ... Egypt forbidding street protests backed up with stiff prison sentences ... Advanced biofuels 12-15% of EU transport market by '30: E4 Tech ... FTC: US ethanol industry not concentrated. 156 comps producing ethanol or likely to in next 12-18 months ... Bank of America issued $500M 3-yr "Green Bond". Part of 10-yr $50B initiative ... Zambian biofuel producers saying no to Zimbabwe ethanol imports ... Ace Ethanol (NY) started up production at 50M gal plant bought out of foreclosure for $16.5M ... Renewable Energy Group (REGI) to market biodiesel, heating oil in NJ ... Possible new Israeli NG find in Levant by Noble, partners. Reserves could be 684BCF. Part of Tamar - 9-10TCF ... Demand for Indian renewable energy credits doubled in Nov from Oct. Regulators enforcing clean power targets for comps, state-run utilities. ~309K bids in Nov ... 2 Japan comps to build 9.4Mw, 7.5Mw solar plants in central Japan. Online in '15 ... Suzlon unit won order from Mitsui for 107Mw wind farm in Australia. Online '15 ... Bondholders likely to force LDK Solar (China) into bankruptcy as early as next month. 1st step to liquidation. Happy gatherings.

WEDNESDAY CLOSE ... Market up 24/27/4. Volume light. WTI down under $93, Brent over $111. NatGas $3.88 ... (stock #s in %) HOKUQ up 80. BOPO up 77 off bottom lines (50-days). MGLT up 71. GSPI up 37. PSPW up 30. ENSL up 27. ASIUF up 25. FCSMF up 24, rebound from last 2 days. CBEH up 18. CSKH up 16. BSRC up 15. AMEL, USEI up 14. PEIX up 13 off bottom lines (50s). SOPW, POLR up 12. QTMM up 11. AVAV up 10, new high, news. CCTC, GPRC up 10. GEVO up 10, up to bottom 200-day. XSNX up 8. PLUG up 7. TSLA up 5 off top 200-day .... PTOS down 36. AEHI, GERS down 33. CSOL down 22, back to bottom lines. NGLPF down 20. LMRMF down 17. LEOM down 14, back to top line. JUHL down 13. SLMU down 11. NPWZ down 8. ABAT, NENE down 2.

STUFF ... Giraffe faces extinction amid Congo war ... ~1.1Twh energy stored in wastewater. Enough to power ~275M homes for a year. Pilus Energy has way to extract the energy using bacterial robots housed in fuel cell. Byproducts water, methane or isoprene. Similar to anaerobic digester ... EAM Solar (Norway) plans to buy 8 solar plant owners in Italy. 30Mw for 115M Euro. Est. '14 revs 16-17M Euro, EBITDA 13-14M Euro ... NYC to build 10Mw solar farm on Staten landfill. Lease to Sun Ed ... TX manufacturers asking state regulators not to pay utilities for keeping overcapacity for peak spikes. Would hit refiners, petrochem too hard ... Brazil genset market to grow to $1.5B in '17 from $.8B in '12. Undependable grid power supply. Frost & Sullivan report ... China to help build 2 more nuke reactors in Romania. Online '19-'20 ... Est. over 1,000TCF marketable NG resources in Canada. ~80% in West ... Starting then stopping geoengineering could dangerously accelerate climate change: study ... Asia Development Bank predicts major econ costs of climate change in Pacific ... Pacific islander 1st climate "refugee" denied asylum ... ND tribes planning $300M NG plant to cut flaring ... Kenya suspended issuing new licenses for wind, solar until '17. Going with cheaper fossil fuel power to help cut el prices. Plans to add 5.5Gw next 3 yrs. Now ~1.7Gw mainly from rain-fed hydropower. Power demand growing 14%/yr. 630Mw new wind power still approved, 200Mw solar ... 17-yr-old Iowa student won national FFA science fair award for research into cellulosic ethanol. Compared wheat straw, prairie cordgrass, switchgrass as feedstock ... ONtario close to being coal free with conversion of Thunder Bay plant to biomass in '14 ... Ethanol $1/gal less than gasoline ... Shell, PetroChina producing NG at $1/bl oil equivalent at China project. 91% lower than PetroChina's lifting cost of $11.74/boe in '12. Test production late '14. Reserves est. 96BCM ... India looking to begin making oil payments to Iran after nuke agreement. Iran has lost est. $80B in oil revs since '12 ... Russia plans to build 21 new nuke reactors at 9 plants by '30 ... Whitefish returning to Wisc. rivers ... Beijing seized 500 BBQ grills to curb air pollution. (Really Beijing?) ... RES Americas target 800Mw wind in '14 ... Welspun to finance 1.75Gw Indian clean/ren with 75% debt structure ... Euro PV project valuations falling ... Nordex (wind turbine maker) raised 73.5M Euro from private 7.35M share placement ... Evogene (Israel), genomic biofuel feedstock developer, closed NYSE IPO, raised $85M ... Tasmania targeting 100% clean/ren by '20, 35% emiss reduction blw '90 levels ... IFC closed on $221M finance for 117Mw Jordan wind project ... UK consortium closed 317M Pound finance for 317Mw offshore transmission project ... New Zealand national pension fund investing $55M in turbine maker Ogin (Mass) ... EDF entered up to 1Gw French offshore wind tender ... Ming Yang signed deal for 200Mw Romanian wind farm ... LDK Solar $130M 3Q loss ... EDF closed acquisition of 200Mw TX wind project from Lincoln Renewable Energy.

WEDNESDAY OPEN ... Market up 22/15/4. Volume holiday light. WTI down under $93, Brent down under $111. US durable goods orders drop from shutdown ... (stock #s in %) MGLT up 71. CBEH, CCTC up 16. USEI up 14. SENY, SOPW up 12. AVAV up 10 after reporting, new high. TMEN up 10. XSNX up 5. WEST up 4. ADES up 2, new high. NTCXF up 1 .... HOKUQ down 81. NGLPF down 20. LMRMF down 17. UBRG, PTOS down 16. ASIUF down 12. PSON down 9, new low. NPWZ down 8. FTEK down 3 after hitting new high. ABAT down 2. NENE down 1.

TUESDAY CLOSE ... Market flat, Naz up 23. Late selloff. Naz volume a little heavy. WTI dipped under $94, Brent under $111. US Oct bldg permits highest in 5 yrs. US farm income highest in 40 yrs, up 15% ... (stock #s in %) NPWZ up 66 on volume, 2-day surge, double off top lines, new high. CSOL up 29, back below top line on day. ASPW up 29, bumpin along bottom. WWPW up 22, push off top lines. EWRL up 21, day 6 of surge. UBRG up 20. DSTI up 15. OPTT up 14, jump off month-long slide, back over top lines from bottom line on volume. CABN up 13. AMBT up 12, jump off 50s to bottom 200 on volume. AMTX, PALAF up 11. FTEK up 9, another new high. LMRMF up 9. CSUN up 8, punch back to top lines. QTWW up 3 on news. TSLA day 7 holding top 200 day, 3 oversold indicators. CSIQ up 3. ABAT up 2 .... PPRW down 50. MGLT down 41 on 250 shares. PSPW down 22. SOPW down 21. GRPH, GSPI down 20. CCTC down 18. QTMM down 14. NORX, SATCQ down 13. USEI down 12. VLNCQ, PSON, POLR, OOIL, CBEH down 11. JASO down 10 after reporting softer loss, drop below 50s. MMMW. SENY down 10. WEST, XSNX down 4.

STUFF ... Sluggish solar activity lately surprising scientists. Prolonged period of almost no sunspots could spark "little ice age" in N hemi ... Nissan agrees with Tesla: hydrogen cars won't work ... First Solar (FSLR) started on 1.4Mw plant in Japan. Online 1Q14 ... Bosch selling German solar panel ops to Solarworld (SRWRF) ... Mw-scale solar PV ops/maintenance market to reach 146Gw by '17: GTM Research ... Xcel Energy, Sun Share to develop 4.5Mw community solar gardens in Colo. 3 projects. Xcel plans 6.5Mw more in '14 ... Solar panel factory opened in Mozambique with $13M loan from Ex-Im Bank of India, other Indian help ... Bloom Energy completed 1st intl project with Soft Bank in Japan. Over 100Mw installed in US ... Last 100Mw of 300 of Apex wind project in OK sold to Western Farmers El Coop ... Vestas announced "Wind for Prosperity" to bring low-cost power to rural populations around globe. Partnering with Masdur (Abu Dhabi), Dane equity comp. Start next year in Kenya. Refurbed turbs with diesel backup to cut costs up to 30%. Goal $150-200M for next 3 yrs. Vestas est. ~50M people living without sufficient el in high wind zones ... Pakistan broke ground on 2.2Gw nuke plant near Karachi. China help. 6-yr build. Est. cost ~$10B ... Methane emissions ~1.5x greater than EPA est. in US in '07-'08: 15 climate scientists. Emiss from TX/OK 2.7x greater. Emiss from oil/gas ops could be 5x greater. EPA, others say methane emiss has been in slow decline since mid-'90's ... 39% of pension funds investing in clean/renewable energy infra ... Oil driller fined $1M for WY spill ... RWE (Germany) scrapped plans to build $7.3B wind farm offshore Britain. "Market conditions, (seabed) challenge." ... Colo rules to reduce fracking emiss. A 1st for states ... ND data shows far more wells drilled in '13 than '12 to maintain comparable production increase ... Est. would take 5% of world annual GDP each year to get to zero GHG emiss by '50. World now spends ~3% of GDP on fossil fuel subsidies. Industry creates ~30% of total emiss, agri 25%, bldgs 20%, trans 15%, power supply 5%, split another 5% between them ... New FERC rule to expedite, reduce cost of solar connects while maintaining grid reliability, safety ... Sauds started algae project on Red Sea. Up to 30K tons/yr production by '14 ... Indonesia palm oil production est. to grow 6% in '14 to 27M metric tons. Prices up to $950/ton ... Toshiba 20Mwh batt energy storage system for pilot project. Lith-ion batts. Early '15 install ... Cleveland Browns stadium turning food waste into el, fertilizer ... Tata planning acquisitions of wind, solar power as part of $260M/yr investment in "renewables" ... Ireland's state-owned energy comp Bord Gais got 3 acquisition bids ... Mytrah to raise $400-600M from Indian assets IPO ... Sun Ed to raise $300M in solar spin-off IPO ... Uganda selected 8 clean/ren energy projects for $56.7M FIT. Maybe 85Mw.

TUESDAY OPEN ... Market up 16/10/1. Volume normal. WTI ~$94 ... (stock #s in %) CSOL up 158. NPWZ up 58 on news. EWRL up 27, day 6 of climb out over lines, over double. WWPW up 19. ECAU up 12. PALAF, AMTX up 11. LMRMF up 9. ABAT up 5, starting back up? NENE up 3. XSNX up 2 .... ECOS down 50. SATCQ down 20. ENSL down 19. MMMW down 9. JASO down 8 after rerporting, drop below top lines (50-days). TSLA down 3, dipping below top 200-day.

MONDAY CLOSE ... Market flat, mixed. Volume normal. NG $3.85 ... PPRW up 98 on 200 shares. PTOS up 50. EWRL up 32 on news. PSPW up 29. SATCQ, NPWZ up 25. VLNCQ up 24. BLDW up 23. OOIL up 22. MMMW up 19. ECAU, JUHL up 17. FTEK up 14, new high. USEI up 14. SSOL, SLMU, SENY up 13. ADES up 10, new high. BFRE, EFOI up 10. NENE up 5. AQNM down 38. AEHI down 25. BSRC down 22. BLQN, GSPI, GWBU down 20. AMEL down 18. AMTX, NGLPF, UBRG down 16. CABN down 15. FCSMF down 14, new low. TRKP down 13. WEST down 4 on news. NTCXF down 4.

STUFF ... World large-scale solar installs this year already over 6Gw, on track to top 8Gw. 5.6Gw in '12. 3.6Gw in '11 ... Solar City (SCTY) major Calif expansion. 10 new ops centers ... Cal's carbon permits raised $297M in latest auction. All permits sold. 5 auctions raised $1.4B ... Syrian rebs captured large oil/gas field from govt ... 2 last-minute deals at Warsaw clime talks. Broad outlines of system for pledging emission cuts, support for new treaty mechanism to tackle human cost of effects of global warming. Also forest preservation progress. Next stop Paris in '15 ... Political turbulence threatens long-term investment in clean energy: Ernst & Young ... Underwater "cap" of Arctic permafrost melting, releasing more methane to atmos than previously thought: study ... Norway military fighting climate change with meatless Mondays ... India to put climate research station in Himalayas ... S East leading US in coal-to-NG switch at utilities ... Iran oil embargo still intact despite uranium deal ... NG flowing again in pipeline from Libya to Italy. Est. 200-300Kb/d being exported from Libya lately ... China to stop accumulating foreign-exchange reserves - mostly $ - now totaling $3.66T ... Sauds to extract NG from Red Sea. Up to 100B bls oil equivalent. Would increase Kingdom's reserves 38% ... Tullow Oil made another oil discovery in Kenya, their 5th ... Apache Oil says cost only 29 cents/bl to treat used frack water. $2.50/bl for proper disposal ... Job openings for N Am oil/gas industry exceeds qualified applicants. Unprecendented # of workers to retire next year ... VW new plug-in-hybrid-diesel concept car gets 214 MPG ... Afren Oil found more oil than expected offshore Nigeria. Up to 800M bls ... Bolivia developing nuke power industry. Working with Argentina ... Ecuador spent $2.8B on fuel subsidies 1st 9 months of '13, up 13% over '12 ... Fukushima cleanup est to take 30-40 yrs. TEPCO planning coal power plants on site ... At least 10 new large oil discoveries recently in Gulf of Mex. '14 deepwater production est. 1.5Mb/d. 1.9M by '20 ... Costa Rica plans to build 3 geothermal plants with Japan funds. They want 95% clean el gen by next year ... Oil pipe explosion in China killed over 50, shut off supply to area refineries ... 1st US criminal sentence for bird deaths at 2 WY wind farms. Duke (?) fined $1M for kill of over 150 migratory birds including eagles ... Exelon big winner in court ruling ending DOE fees for nuke waste removal/storage ... Judges ordering utilities to refund ratepayers for San Onofre shutdown costs ... Los Angeles oil field shut down over health complaints ... Cal to halt monitoring of hundreds of underground fuel leaks ... Big 5 oil comps $23B windfall from EPA rollback of RFS ... Ben-Gurion U researchers invented process to make oil from water, CO2 ... MIT researchers found way to boost lithium-air batt performance with virus-built nanowires ... Hong Kong group bought DOE loan, assets of Fisker Auto. Paid $25M on $168M loan ... Enel unit started on 36Mw solar farm in Chile. $60M. Chile has 6.9Mw of solar online from 5 plants ... Duke developing 30Mw solar in NC, online this year. ReneSola panels ... Brazil to auction 180Mw solar Dec 20. Max price $109/Mwh ... Pepsico recycling snack food waste into biogas, fertilizer in Turkey ... 3rd-party rating for climate bonds could unlock $22T of institutional investment ... Spain govt to revise renewable energy legislation to avoid lawsuits ... Green Plains (GPRE) closed on $101M deal for 2 ethanol plants with total 230M gal/yr cap ... Dutch grid operator needs 8B Euro to upgrade to adopt more clean energy ... UK to provide 50M Pounds climate finance for developing countries through '25 ... Statoil to build 30Mw floating offshore Scotland. 5 6Mw turbines ... Mahindra to build 150Mw solar in Tamil Nadu over next year ... KfW Bank (Germany) to loan $40M for Nigeria clean energy.

MONDAY OPEN ... Market up 40/2/flat. Volume slightly heavy. WTI ~$94, Brent down under $110 on Iran deal ... HOKUQ up 85 on 100 shares. PSPW up 36. SATCQ up 25. BLDW up 23. VLNCQ up 10. XSNX up 4. NENE up 3 .... NGLPF down 33. AMLM down 28. OOIL down 22. CHGI down 12. POLR down 11. ZAAP down 10. FCSMF down 9. ABAT down 4. NTCXF down 1.

FRIDAY CLOSE ... Market up 54/22/8. Volume slightly light. Oct US unemploy rates down in 28 states. NG $3.80 ... (stock #s in %) NGLPF up 46. AQNM up 38. BLQN, TRKP up 33. HIIT up 26, new high. EWRL up 25. UBRG up 20. PEIX up 16. GRPH, IFXY up 12. LEXG, GWBU up 11. HOKUQ, LMRMF, SPIR up 10 .... ECOS, WTWO down 33. BLDW down 18. DSTI, FNVRF down 16. QTMM, ENZR down 15. AWSL, ENSL, MKTY, USEI down 12. XSNX, POLR down 10.

STUFF ... After 50 years we should get all the intelligence on JFK assassination known. For clear history sake ... HSOL 12.9Mw order from Portugal ... US NG demand 70BCF/d. 25.5TCF/y by my math. Production over 24TCF/y from what I can find. But of course, imports from Canada ... Mexico NG demand 620BCF/y. Conventional reserves 17TCF. Shale gas resources est. at 545TCF ... Inter-Am Development Bank to loan $132M toward 90Mw wind project in Uruguay. Vestas turbines ... Energy Team Brasil to build 40Mw rooftop solar at dairy farm. Online by '15. 30Mw to grid ... Schneider El, partner to build 40Mw solar plant in Puerto Rico ... 3 comps to build 70Mw solar PV production plant in Argentina. Silicon ingots through glass/foil modules. Mid-'15 start ... LatAm wind capacity seen doubling next decade to 4.3Gw ... US brought 504Mw solar online in Oct: FERC. Near all large scale. 2.53Gw 1st 10 months '13 ... Suncor to expand Alberta tar sands oil production 10% in '14 to 430Kb/d. Comp's '14 cap expend budget $7.45B. Output up 16% this year over '12. All Canada tar sands production ~2Mb/d. Forecast rise to 5.2M by '30 ... Chevron 2nd thoughts on deepwater project offshore Scotland over costs. Found in '04. 240M bls. Statoil sold 30% stake earlier this year to OMV (Austria) ... Climatologists warning dry winter for US S west, Cal ... Arctic methane-emitting ponds may push fix on climate models ... Honda Accord picked Green Car of Year ... Hundreds of thousands of wetlands, thousands of miles of streams in Bakken Shale region within mile of oil/gas wells: USGS ... Biggest ever US methanol plant planned for TX ... EU set to approve 7% 1st-gen biofuel cap mid-Dec ... Indonesia biofuel producers likely to sue EU over anti-dumping tariffs ... Keystone pipeline start delayed to '16. TransCan expects "go" from DC early next year. Been waiting 5 yrs ... Apache Oil 1st comp to elim freshwater from frack process ... "Get rid of the green crap" Cameron (UK) showing true colors ... GE won 545Mw of wind turbine orders for 26 Brazil farms - 63% of latest auction ... Overwhelming majority of Hawaiians oppose charging solar customers ... Alstom got 170M Euro order to supply 4 turbine/generators for 2.6Gw heavy fuel oil power plant in Saud Arabia. Online '17 ... Mahindra (India) expects to add 150Mw solar next 18 mo in S India. Cheaper than grid ... Kyushu El Power to build 5Mw geothermal plant in Oita Japan. Online '15 ... SCTY '14 bond offering may reach $200M ... Wetlands destruction on rise from development, storms: FWS, NOAA ... Hilly Clinton calling for focus on sustainability. (I guess she's running for something.) ... Oil sands comps plan massive waste lakes in N Alberta ... FERC fined energy firms $304M in FY13 ... Oregon set pesticide restrictions to save bees ... China pipeline blast killed 35 ... PTC more critical to wind's competiveness than NG prices: Xcel Energy exec ... Asian Development Bank lending $110M for 100Mw Uzbek solar plant ... Tenaska Energy (Neb) closed refi of 130Mw solar project with $319M bond issue ... Bank of Am issued $500M 3-yr "green bond" ... Qnergy (Israel) bought bankrupt Infinia (Utah) - Stirling engine developer ... LDK Solar signed agreement for $256M credit facility.

FRIDAY OPEN ... Market up 6/14/1. Volume normal. WTI down under $95 ... (stock #s in %) HOKUQ up 100. BLQN up 33. ECAU up 15. PEIX up 14. GRPH, USEI up 12. LEXG up 11. NENE up 2 .... ECOS, WTWO down 33. BSRC down 31. MKTY down 21. DSTI down 20. AMEL down 18. CABN down 17. ENZR down 16. QTMM down 15. CSOL, WWPW down 13. ENSL down 12. GWBU down 11. FNVRF down 10. AMPD down 9. ABAT down 6. XSNX down 5. AMSC down 4, new low.

THURSDAY CLOSE ... Market up 109/47/13. Volume slightly light. WTI over $95. US jobless claims declined ... (stock #s in %) HOKUQ up 78. ECOS, WTWO up 50. AMLM up 40, day 10 of whatever going on here. AEHI up 33. LMRMF up 31. FNVRF up 26. GSPI, MKTY up 25. LEOM up 24, day 9 of this one. CABN up 22. WWPW up 21. DYAI up 19. QTMM up 18. AMTX, CHGI, ENZR up 14. GSFVF, XDSL up 13. GWBU, AMEL up 12. CRCL, POLR up 11. AMPD up 9. NTCXF up 8. XSNX up 6. NENE up 4 .... ONYX down 66. GERS, TRKP down 25. VLNCQ down 21. PSPW down 18. EWRL down 17. UBRG down 16. ZNNMF down 12. AQNM down 9. AMSC down 6, new low.

STUFF ... Saud prince says West's shale revolution threatens Saud econ stability as well as other oil exporting countries ... Iran's state NG comp declared bankruptcy ... GA Power dropped proposed solar customer charge ... Rivers, streams emit up to 2B tons CO2/yr: study ... One thing for Thanksgiving thanks in US: no hurricanes this year ... Great Lakes water levels rising, but still projected to stay below avg ... $390M NG processing plant project taking aim at flaring in ND ... EU imposed 5-yr anti-dumping tariffs on Argentina, Indonesia biodiesel ... BP added 2 new rigs to Gulf of Mex deepsea fleet, now 9 total ... 90 comps worldwide responsible for current climate change crisis: study. They produced near 2/3 all GHGs since begin of industrial age. Fossil fuels, cement makers. Half of emissions produced in last 25 yrs ... Philippines investing in mangroves to store CO2, protect against storms ... UK opposition major barrier to EU '30 clean/renewables target: EWEA chief ... Energy efficiency leading US M&A activity ... BARD (Germany) to halt offshore wind ops mid-'14. Insufficient orders ... Conergy (Germany) to build 40Mw solar plant in UK for Primrose Solar ... Solexant (Cal) rebranding as Siva Power, raising money to build 300Mw production line for its low-cost CIGS solar modules ... NM PRC to increase solar, non-wind clean/ren certificates ... China Development Bank lending Soitec (France) $32.8M for 20Mw CPV solar plant in China ... Kerala India targeting 2.5Gw solar by '30. 500Mw by '17 ... India forecast to install 1.75Gw solar in '14. 420Mw of concentrated solar likely ... EC taking Austria to court for failing to transpose EU renewable energy law into national law ... Ming Yang Wind Power $11.7M loss 3Q, 22% yoy rev rise to $157M ... Google wants Pub Svc of OK to carve out special customer class for large industrial, commercial customers who want to use more clean energy ... LeFleur new acting chairwoman of FERC ... US House approved bill to fast-track pipeline permitting ... India protesting US-led push to curb HFCs with Montreal Protocol ... Japan 1st, US 2nd in funding overseas coal power projects ... Asian carp DNA found in Ohio R ... New law already boosting US hydropower projects: FERC ... Russia court freed last of Greenpeace activists on bail.

THURSDAY OPEN ... Market up 83/35/8. Volume normal. WTI up near $95. 10-yr T bill 2.8%. US wholesale prices down again in Oct. UK factory orders highest in near 20 yrs ... (stock #s in %) HOKUQ up 25. LEOM up 24. XDSL up 20 on news. GSPI up 20. QTMM up 18. GRPH up 17. NTCXF up 4. XSNX up 3 .... GERS down 25. EFOI, UBRG down 16. VLNCQ down 14. EWRL down 12.

WEDNESDAY CLOSE ... Market down 66/10/6. Volume a little light. Gold under $1,250. 10 yr US bond 2.8%. Fed considering reducing bond purchases ... (stock #s in %) LEOM up 96, resting on top lines (200s). AMLM up 92, just above top line (200). EWRL up 71, jump over top line (200). GERS up 33. BHWX up 26 off bottom. ZNBR up 25. CREG up 24 on news after 3-day drop, up 4x since July. RAMPF up 20 off bottom. BFRE, GPRE up 10. AMTX, URRE up 9 .... ONYX down 98. AMEL down 36. PTOS, WTWO down 33. CRCL down 28. BLQN down 25. CABN down 22. ABAT, LEXG down 18. ASIUF, XDSL down 16. FNVRF down 15. CGYV down 14. IFXY down 13. MKTY, USEI down 11. JUHL, SLMU, XIDE down 10. TSLA down 4. XSNX down 2.

STUFF ... World reactors needed 65K tons of uranium in '13. World U mines produce ~58K tons/yr. Last shipment of Russian U processed from weapons shipped. 70 reactors under construction, over 160 planned, 315 proposed. U now trading at $35/lb. Expect doubling in 2-4 yrs. URRE a play. Athabasca region of Canada may become world's newest U source ... Trinity Solar installed 12.3Mw on NJ military base. 650 rooftops ... NY awarded Skidmore College $400K to launch "clean tech" institute to inspire creation of new comps in sector ... Cost to find barrel of oil equivalent up near 30% in '12 to $21.83: Ernst & Young. World oil reserves up 3% in '12, NG reserves down 2% ... Eni selling far north Russia NG field stake for ~$3B to Gazprom, Novatek. Paid $600M in '07. Enel also sold its stake in same field to Rosneft ... 12 teams competing in DC to find ways to get more heat, less emissions out of wood. 2.3M households primarily heat with wood. (I lived in 1.) ... US to join new $280M forest protection fund ... Businesses unaware of deforestation supply chain risks ... Global carbon emissions heading to new high in '13: report ... Germany may need 100x offshore wind boost to reach "green" target: study ... London banks closed carbon trading desks with ETS turmoil ... China moving to avoid carbon market permit glut ... Former NETL director indicted on obstruction of justice ... Walkout by developing nations at Warsaw climate talks ... VA oyster harvest almost double last year's ... NJ comps filed suit v. state's '12 Solar Act ... SEC asked to probe biomass comps' failure to disclose emissions ... DOE $5M to expand "fire ice" research. (I assume it means undersea methane.) ... US govt shutdown cost NRC $10M in lost productivity ... Toyota preparing hydrogen fuel cell car for '15 ... Russia court freed 5 more Greenpeace activists ... Alaska considering taking equity stake in NG pipeline. 34 TCF on north slope ... Iran's state NG comp on last legs. Talks now in Geneva. Probable Friday announcement on nuclear agreement. Or not ... Pumped hydro projects may be best way to store solar, wind power on grid: Stanford study ... Toyota told Thai govt to ditch B7 biodiesel for bio-hydrogenated diesel (B20) ... UC Davis researchers: Brazil palm expansion could be worse than diesel ... Argentina to take Spain to WTO over biodiesel quotas ... Refinery explosion in Belgium. 2 dead ... Over 400 shale oil/NG wells to be drilled outside US in '14. Most in China, Russia. Algeria, Argentina also with favorable geo conditions. Algeria reserves now est. 707 TCF ... TEPCO extracting fuel rods from #4 Fukushima. To take near year to move the 400 tons ... Sun Ed (SUNE) got $100M loan from OPIC, IFC for 50.7Mw solar farm in Chile. Another $25M from Rabobank ... Cal over-counted GHGs. Double-counted emiss from NG suppliers, output from NG power plants. Will be 150M extra creds floating around ... Japan installed 4.09Gw of clean energy in 1st year of FIT ... Verve Energy (Australia) halted development of 250Mw wind farm, disbanded sustainable development team ... Mid American Energy closed buy of 500Mw wind farm project from Invenergy ... 6 main multilateral banks delivered $27B of climate finance in '12. World Bank $11B ... Poland to install controls to prevent German clean/ren energy entering Pole grid. (What's their dam problem?)

WEDNESDAY OPEN ... Market up 13/11/4. Volume a little light. WTI under $94 ... (stock #s in %) AMLM up 169, jump over top line. LEOM up 107, jump back to top lines (200-day) from bottom lines. EWRL up 72, jump over top line (200). GERS up 33. AMTX up 20, back to bottom lines (50s). URRE up 13, back over top line (200). GPRE up 9, back to top lines (50s). ZNNMF up 9, day 4 of surge above top line (200). XSNX up 7, above top line .... ONYX down 98. WTWO down 33. AMEL down 29. CABN down 23. ABAT down 20, catch the falling knife? UBRG down 16. USEI, XDSL down 11. SSOL, GWBU down 10. TSLA down 2, day 3 at top bottom line (200). NTCXF down 2. NENE down 1.

TUESDAY CLOSE ... Market down 9/17/3. Volume a little light. $13B JP Morgan Chase settlement with US over '08 crash ... (stock #s in %) AMEL up 72. Could see that coming. ASIUF up 67, up 6x on year. HOKUQ up 62. PTOS, WTWO up 50. CABN up 29. EWRL up 27. HIIT up 25. AMTX up 22. MGLT, UBRG up 20. JUHL up 17. USEI, ZNNMF up 12. AMSC up 5, the downslide stopped. It's only superconductivity in wind turbines ripped off by the Chinese. Hay, no room for bitterness. Business is a good substitute for war. Like football. Imagine national football teams. Iran playing US on Sunday in Iran. Come on, really, let's grow. But watch the dam injuries .... AMLM down 47. (AMLM, AMEL seem symbiotic). LEOM down 46, back to bottom lines (50's). BOPO down 40, also back to bottom 50s. ECOS down 33. NGLPF down 26. LMRMF down 24. SATCQ down 20. ASPW, WSGP down 17. BFRE, LEXG down 15. ORYN down 13. GWBU down 11. CHGI, RAMPF, SENY down 10. QTWW down 9.

STUFF ... Colo gov wants stricter limits than fed's on GHG leaks from oil/gas drilling ... Cal needs to set 51% clean energy target to keep market humming: report ... Guatemala launched forestry project to capture CO2. New Guinea leading attempt to block forest protection measures in Warsaw conclave ... US ethanol production hit 22-mo high in Oct. Lower corn prices led to higher margins. Advanced biofuels - mostly sugarcane ethanol - fell by half from Sept ... China New Energy to develop 2 biorefinery projects in Hungary. $97M total. 1st to convert 150K liters/d of corn to ethanol. 2nd 300K ... Argentina sees doubling of biodiesel exports to US after anti-dumping tariffs by Europe. Exports could reach 450K metric tons 4Q13, 2x over last year ... Potential power from FL Straits current - GOM to Atlantic - ~20Gw. Tethered "kites"/turbines being developed. Gulf Stream potential 100Gw ... UK researchers say can reduce nuke waste volume up to 90% by turning it into glass ... Proposed ballot issue in Ohio for $13B/10yr for clean energy development re-submitted to Sec of State ... Trina Solar (China) returned to profit, 1st in 2 yrs. Raised shipment forecast 11%. Revs up 24% over last Q. 3Q shipments 774Mw, 2X yoy ... Bharat Light & Power (India), IBM to boost wind farm output on better managed data to raise ops efficiency ... Japan probably achieved 8.2% GHG cut '08-'12 from '90 levels: Ministry of Enviro. 6% redux set by Kyoto in '97. Emissions up since nuke shutdown, though ... SoftBank unit, Mitsui to build 22.4Mw and 19.6Mw solar plants in Japan. Online in '15 ... Toshiba, Orix to build 2Mw geothermal plant in Japan for under $20M. Online in '15 ... NY $4.8M for projects to develop advanced techs for more energy efficient bldgs ... Global avg temp up .5C since '70's. Surface waters where Haiyan formed were up to 1C over normal. Extreme wx expanding measuring metrics. Needed a new cat to measure Haiyan (Cat 6) ... Fed appeals court ordered DOE to stop collecting fees for nuke waste disposal because Yucca abandoned, no other plans .... US regulator launched probe into Tesla fires ... Hyundai plans rollout of hydrogen-powered SUV next year ... Russia court released 7 Greenpeace activists ... EIA: US NG demand to be flat in '14 v. '13. Avg. 69.6BCF/d ... GM, Detroit Renewable energy to turn Detroit solid waste into 15.8Mw of steam to heat/cool 58% of GM assembly plant. Online in spring ... Scatec Solar (Norway) to build 50Mw plant in Ghana for 70M Euro. Online in '15 ... Punjab approved 250Mw of solar projects ... Sky Harvest (Canada) sold 150Mw Saskatchewan wind farm rights to major Canada wind developer ... Atico (Brazil), Steag (Germany) to invest $331M in 150Mw Brazil biomass plant ... NADB, BECC may finance 155Mw Mex-US cross-border wind project ... Jordan approved 117Mw wind farm. $289M ... Brazil sold 897Mw wind power projects at auction. 39 farms. No solar.

TUESDAY OPEN ... Market up 45/6/1. Volume light. WTI $93. OECD cut global growth forecast ... (stock #s in %) GERS up 33. UBRG up 20. NORX, HOKUQ up 12. HIIT, VLNCQ up 11. ECAU up 9. NENE up 4. XSNX up 3 .... ECOS down 33. SATCQ down 20. EWRL down 17. LEXG down 16. ZAAP down 14. CHGI, ENSL down 13. SSOL down 12. MMMW down 11. CCGI, RNWEF down 10. ABAT down 7 after hitting 5th new high in row, ride over.

MONDAY CLOSE ... Market flat, mixed, Naz down 36. Volume new normal. WTI down ~$92, Brent over $108. NG $3.72 ... (stock #s in %) BOPO up 144, jump off bottom lines (50-days). WTWO up 100. VLNCQ up 57. ECOS up 50. BLQN up 33. LMRMF up 32. ABAT up 31, another new high, day 4 of surge out of lines, over double. XSNX up 27. SATCQ, ASPW up 25. AMLM up 23. NGLPF up 20. NENE up 17, rebound off plunge, top lines (50s). CRCL up 16. CHGI up 15. ZNNMF up 14. GWBU up 12. SLMU up 11 .... HOKUQ down 71. LEOM down 31, back to top lines (200s). ASIUF, GERS down 25. GRPH down 22, new low. TRKP down 22. WWPW down 21. USEI, GSPI down 20. CABN down 18. NORX down 17. MGLT down 16. AMSC down 14, new low. AWSL, REGI, RSOL down 14. EFOI, GEVO down 13. AQNM down 11. CCGI, TSLA down 10. TSLA hit top 200-day. NTCXF down 7.

STUFF ... Most of world's coal needs to stay in ground if GHGs to be held in check: UN top climate official ... Fed judge directed DOE to pay Maine Yankee $35.7M for 17 yrs of nuke waste storage ... Missing data from Arctic a reason for "pause" in global temp rise: study ... Deadlier heat waves to strike east US: study ... Obama admin launched multi-agency effort to tackle future droughts ... Underwater volcanos could be melting west Antarctic ice sheet: study ... Climate change-caused extremes difficult to pinpoint locally but clear at larger scale: study ... UCLA launched project to research local climate adaptability ... Pakistan telling US drillers country's "open for biz". Promising higher returns ... Revised Alaska fracking rules protect trade secrets ... DOE authorized 400MCF/d increase for TX LNG export project for total 1.8BCF/d for 20 yrs ... US crude production up 123Kb/d last week to 7.98Mb/d ... US admin proposed cutting biofuel requirements for '14 ... IEA: Iran's Oct oil exports down 715Kb/d from Sept. Also, maintenance, terrorist attacks cut Iraq oil production 715Kb/d since Sept. Baker Hughes, Schlumberger have withdrawn all Iraq workers, suspended ops ... IEA: inability of Brent oil prices to fall much below $110 having major effect on econ growth in developed countries ... Gazprom NG exports to Europe up 15.6% this year from lower LNG imports to Europe ... ET Solar (China) supplying 21Mw solar panels for NC project ... Rene Sola (China) to supply 53Mw solar modules for TX project ... Suzuki to invest $56M to build 18Mw solar project in Japan ... US clean energy public markets up 4x in 9mo13 ... DIF fund buying 40Mw Ontario solar projects from Canadian Solar (CSIQ) ... DONG greenlighted 2.2B Euro Gode Wind projects offshore Germany.

MONDAY OPEN ... Market up 41/(02)/0. Volume normal. WTI under $94 ... (stock #s in %) WTWO up 200. HOKUQ up 81. ACFN up 18. CABN up 17. CRCL up 16. ORYN up 14. ABAT up 10 more, another new high. ENZR up 10. WEST up 7. NENE up 6 ... WSGP down 21. SSOL, TRKP down 20. BIOF down 14. REGI down 13, fall through bottom lines (200s). LEOM down 9. AMSC down 3, new low.

FRIDAY CLOSE ... Market up 85/13/7. Volume very heavy on options expiration. WTI under $94 ... (stock #s in %) ONYX up 220. AEHI up 50. LEOM up 37, rebound off top lines (200-day). CRCL up 30. GEVO up 26 on huge volume, back to bottom lines (50s). WSGP up 23. MGLT up 20. CCTC up 18. CCGI up 16, up 2x since early Oct. PEIX up 14 on heavy volume, bounce off recent slide to new lows. SOPW up 14. CBAK up 10 off top lines (50s). ZNNMF up 10, back over top line (200). HOKUQ up 10. ABAT up 8, new high .... VLNCQ down 42. CBWP down 39, new low. SSOL down 34, back to bottom lines. PTOS, ECOS down 33. NENE down 29 on heavy volume after hitting new high, back to top lines (50s). LMRMF down 28. ASPW down 20. CABN, CERP down 19. ALGXY down 18, new low. CREG down 17. UBRG down 16. ENSL down 14. CHGI, LIME, XSNX down 13. GWBU, PSON down 11. AQNM, LSCG, NGLPF down 10. WEST down 7. CDXS down 3, new low, day 3 of plunge.

STUFF ... TVA to shut down 8 coal units at 3 power plants. Now burn 20% of agency's coal. Plans to gen 20% of power from coal, 38% now ... Calif to near double current wind, solar power by '20: regulator ... Solar City (SCTY) got low-investment grade rating on $54M of bonds backed by ~82K power contracts currently. Expects to double that in '14 ... Last shipment of nuke fuel from Russia bombs headed to US. Russ, US down to 2K nuke warheads each now. 1,550 by '18. ~700 tons surplus high-enriched U between them ... NRC concluded radioactive waste from reactors can be stored up to 60 yrs after power plant closing ... Climate change melting permafrost in N Canada covering disposed oil/gas drilling waste now leaking into environ ... AZ regulators approved $.70/Kw rate hike for rooftop solar owners start in '14 ... Brazil deforestation rate rising after years of decline ... Cal judge upheld cap-and-trade auctions ... Ethanol prices in Rotterdam at 40-mo low. 2 giant wheat-based eth plants coming online in UK, E48 imports from US ... Canada planning nuke waste storage on Lake Huron coast. Over 2.2K ft underground in limestone covered with 660 ft shale layer. Mich folks concerned ... Uzbekistan ran out of gasoline again ... Ecuador's highest court halved Chevron's fine to $9.5B ... IKEA to buy 46Mw Canada wind farm from Mainstream. Also to build S FL's largest solar array on Miami store roof ... Altus (CT), Catlin formed $34M fund to finance commercial solar plants. Wants to invest up to $100M next 8-9 mo ... Japan lowered emissions goal. To allow 3.1% increase from '90 levels by '20 instead of 20% cut. (They still have all their nukes turned off.) ... Japan's largest refiner won exclusive rights to sell First Solar (FSLR) panels in Japan. FLSR plans to invest $100M to develop plants in Japan next several yrs ... Chevron refinery explosion in Miss. 1 dead ... CDC Gap (UK) committing $25M to Green Infra's (India) $125M round ... Hydro-Quebec must launch 450Mw Quebec wind tender by yearend ... OPIC financed record $1.2B of clean/renewable energy projects in '13. $1B in '12 ... 2 Canada firms closed $167M for 40Mw BC biomass project ... Greencoat UK Wind to raise up to 135M Pounds thru new share offer ... Atlantis (Australia) bought 398Mw tidal stream project in Scotland ... First Wind-Emera JV secured $320M corp credit package ... Russia GDP/capita over $16K by yearend, highest among BRICs. Unemploy 5.4%. $1.8K/capita debt burden (US over $36K). Merrill Lynch forecasts tripling of Russ middle class by '20 to over 150M ... Constellation won coal-free power supply agreement with Chicago ... DOE investing over $7M to deploy Native American Nations clean energy projects (9) ... Cal approved "offsets" to ease compliance with carbon rules.

FRIDAY OPEN ... Market up 47/3/2. Volume heavy - options Friday. WTI up over $94. US factory production up .3% Oct ... (stock #s in %) WTWO up 100 on news. AEHI up 50. MGLT up 20. SOPW up 10, up 10x since June. AXPW up 10. PEIX up 9, bounce from 6-day fall. ABAT, NENE up 7 more, both new highs. NTCXF up 1, new high .... VLNCQ down 35, new low. LMRMF down 30. GERS down 25. GSPI down 21. XSNX down 19. ALGXY down 17, new low. SSOL down 15. CERP down 13 (I think reported). ENSL down 12. BLDW down 11. NGLPF down 10.

THURSDAY CLOSE ... Market up 54/7/8. More records. Volume strong new normal. WTI back up to ~$94. Brent ~$107 ... (stock #s in %) GERS up 100. CGYV up 47. CREG up 40. BIOF up 30. ABAT up 30, new high, day 2 of surge I told you about I must say. VLNCQ up 29. CABN up 28. AMEL up 22. PLUG up 21, back up over top line (50). UBRG up 20. BOPO, ENSL up 19. LEXG up 16. DSTI up 15. AMLM up 14. ALTI, EWRL up 13. NGLPF up 12. POLR up 10. NENE up 7, new high. NTCXF up 5, new high .... ONYX down 66. LEOM down 38, that ride over. BHWX down 31. BSRC down 24. NORX down 17. CRCL, EFOI down 14. GRPH, ORYN down 11. PEIX down 10, new low. JUHL, SWET, CPWY down 10. LSCG down 9.

STUFF ... Ethanol damaging enviro much more severely than US govt willing to admit: AP. 5M acres converted from conservation to corn since '09. Destroying habitats, polluting water supplies ... Rene Sola (NYSE:SOL) completed 2.5Mw solar plant in NM ... US utilities bought 7.6Gw wind power capacity 1st 9 months '13. 70Mw in 3Q, down 96% from last year. 13.1Gw installed last year ... Power Secure (POWR) completed 3Mw solar plant for QVC NC distrib center ... U of S FL engineers use salt-filled ceramic balls in concentrated solar system to operate up to 12 hours after sundown. Cost down to $2K/Kw for solar thermal system, $15/Kwh for storage. Other systems have been $3K and $40 ... U of C FL got $3.2M from DOE to lead 1 of 4 consortia to develop distributed energy techs, increase engineering capacity, prepare for national shift to clean/renewable energy ... Spain court found no criminal responsibility for '02 oil spill on coast ... Scientists improving models to predict killer cyclone storm surge ... Climate change poses major threat to big game: report ... Tesla (TSLA) plans pickup truck in 5 yrs ... IEA: non-OPEC oil production to increase 1.1Mb/d this year, 1.7M in '14. Asia, Europe paying 2x for energy than US ... Pipeline explosion, evacuation of TX town ... DOE plans to move uranium waste to NV landfill ... Google, KKR investing $400M in 6 solar plants in Cal, AZ. Recurrent building total 106Mw, online Jan ... Neste Oil signed on with Dutch av biofuels initiative ... Houston VA med center to produce near 12Mw biodiesel power ... Repsol (Spain) plans to invest $4B more in Venezuela oil/gas projects thru '22. Want to increase output from 40Kb/d now to 100K. Country reserves some 211B bls. Wants to boost production to 6Mb/d by '20. Repsol total invest plan $25B thru '15 ... Intelligent Energy marketing world's 1st hydrogen fuel cell mobile phone charger ... Shell to sell $15B of assets to offset record investments ... EIA: US gasoline prices to avg $3.39 in '14 ... JA Solar (JASO) selling 30Mw to 4 UK projects ... Eurus Energy (Japan) to build 14Mw solar in N Japan. Canadian Solar (CSIQ) panels. Online '15. Also 33Mw plant planned in Hyogo. Online '15 ... WalMart failing its post-Katrina climate pledge ... NTR suspending investment in US wind over PTC concerns ... US clean energy project finance down 34% 1st 9 months '13 ... Africa Renewable Energy Fund raised $64M. Targeting up to $200M ... US judge blocked sale of $700M Hoku polysilicon plant in Idaho ... Trillium Power (Canada) moving forward with $2.15B offshore wind stoppage lawsuit v. Ontario ... Geronimo approved for 200Mw ND wind farm ...Gaelectric (Ireland), Dresser-Rand to invest 300M Pounds in compressed air energy storage project ... IEA: clean/renewable energy to meet 31% of global power gen by '35. 20% in '11. (I think we can do better than that.)

THURSDAY NOON ... Market up 52/4/8. Volume heavy. WTI down near $93. German econ slowing, France GDP down. Options Friday tomorrow ... (stock #s in %) BIOF up 36. CABN up 31. AMLM up 28. MGLT up 20. AMEL up 16. ABAT up 15 more, day 2 of breakout. CREG up 15 after reporting, new high. PLUG up 15 after reporting, back over top line (50). LEXG, NGLPF up 12. CBEH up 10. NTCXF up 5, new high. NENE up 4, another new high .... ECOS down 33. XIDEQ down 21. NFEC down 17 after reporting, back under top lines (50s). EFOI down 17, hit top lines (50s). CRCL down 14. TRKP down 13. VLNCQ down 11. XDSL down 10. PEIX down 3, new low.

WEDNESDAY CLOSE ... Market up 71/45/14 ... (stock #s in %) ONYX up 200. QTWW up 35. LEOM up another 30. GSPI up 27. USEI up 25. IFXY up 24. ABAT up 21, breaking out. CSKH, EVSI up 20. CRCL up 17. WWPW, URRE up 14. CSIQ up 13, new high. GRPH, VLNCQ up 12. AMTX up 11. NENE up 10, new high. CCGI up 9. JASO up 5, new high. NTCXF up 5, new high. FSLR up 4, new high .... PPRW down 88. AEHI down 60. CGYV down 41. GERS down 33. CABN down 26. BLQN down 25. CPWY down 23. AMLM, SATCQ down 20. CLNT down 19. ALTI, CDXS down 15. DSTI down 13. XIDE down 12. NPWZ, MMMW, GPRC down 11. AMEL, PSON down 10.

STUFF ... Petro China to buy Petrobras Peru assets for $2.6B ... New 4Mw solar farm on Marshfield, Mass landfill ... Fluor completed 125Mw solar plant in AZ ... WY to make oil/gas industry conduct baseline groundwater sampling before drilling wells and at least 2 times after ... Codexis (CDXS) ending its enzymes for cellulosic biofuels biz ... Saskatchewan Govt Insurance won't underwrite biodiesel farms ... Adkins Energy (IL) got $.5M Rural Energy for America grant to start build on $4.5M, 2M gal/yr biodiesel plant. Online in '14 ... Blackbird Energy (Canada) (TSX-BBI) hit oil in 1st well in Saskatchewan ... 2nd tanker in month hijacked near Singapore ... Energy UK warning power bills could increase another 50% by '20. But says UK now has lowest NG prices in Europe, 1 of lowest power prices. UK household power bills already up 70% since '04 ... Acciona (Spain) sold 300Mw of turbines for 2 TX wind farms for over $400M. 3Mw turbines. Online in '15 ... Global PV solar demand 9Gw in 3Q13, up 6% from 2Q, up 20% on year. China's share now 25%. Navigant: PV capacity should more than double from '13 to '29 to over 73Gw. Global capital investment in solar manufacturing predicted to surge 42% to $3.3B in '14, another 32% to $4.3B in '15 ... Musk: no recall needed for Tesla S after 3 fires ... Helios Energy Investments (Israel) raised $90M for clean/renewable energy finance. Over 3x target ... BLM approved most of proposed 990-mile Gateway West wind power line ... Brazil to launch bids for A-3 energy auction Monday ... E.On (Germany) selling 80% stake in 207Mw Baltic offshore wind farm to SEAS-NVE (Denmark) ... Australia govt wants to cut ARENA funding $400M - half its funding thru '17 ... Capstone Infrastructure (Canada) 76% rev growth 9mo13 ... Hanwha Solar (HSOL) $75M loss 3Q on tax charge ... Capital Dynamics (Switzerland) bought 68Mw of biomass power plants in Australia ... Ontario opened aps for 123Mw of FIT'd small-scale solar projects. 10-500Kw each ... Oil by rail in US ~$5/bl more than by pipe. But much more range of delivery.

WEDNESDAY OPEN ... Market down 64/0/3. WTI up 50 cents ... (stock #s in %) LEOM up 50 more, day 3 of surge, near up 4x. ENSL up 34. QTWW up 18 back toward Oct. top. AMTX up 17. BLDW, VLNCQ, WWPW up 14. PLUG, USEI up 12. ABAT up 11, breaking out of plateau, above top line. CSIQ up 9, new high, after reporting 1st profit in 9 Qs, up 15x last 12 months. FTEK up 5, new high. XSNX up 4. NENE up 1, new high .... CGYV down 41. SATCQ down 20. RNWEF down 19 on 100 shares. CLNT down 19. LEXG down 12. GWBU down 11. MKTY down 10.

TUESDAY CLOSE ... Market down 32/0/5. Volume a little heavy (new normal). WTI down ~$93 ... (stock #s in %) CGYV up 87. AEHI, CBWP up 66. LEOM up 45. DSTI up 27. ALTI up 26, new launch off come back from Oct jump. AMLM, SATCQ, UBRG up 25. BFRE up 24. FTEK up 18, new high. WWPW up 16. MMMW up 13. PSPW up 11. AQNM, SWET up 10. ADES up 9, new high. AETI up 5, new high. NENE up 2, new high .... VLNCQ down 43. ECOS down 25. EWRL down 19. ASIUF down 16. AMTX down 15. HSOL, STRI down 14. PEIX down 13, new low. USEI down 11 on news. GSPI, HOKUQ, SOPW down 10. XSNX down 9. TSLA down 4.

STUFF ... Shale effect on oil supply not expected to last past '20: IEA. Also predicting CO2 output to rise 20% by '35. Sees world headed for 3.6C rise in avg. temps. Also predicting potential oil supply crunch, higher prices as key Mideast producers delay investment in face of US shale production surge ... Venezuela inflation at 16-yr high. Shortages rising ... First Solar (FSLR) got a 40Mw PPA ... Canadian Solar (CSIQ) got 32Mw China sale ... Vanderbilt U researchers working on energy storage in solar cells. Silicon-based, graphene-coated supercapacitors ... Climate change shifting global rainfall trends: study ... Clime change may undermine fed Great Lakes restoration effort: GAO ... CFC ban linked to global warming "pause": study ... S FL govts formed alliance over sea level rise ... 692Mw NG power plant cleared for construction in Salem Mass harbor plant ... Separatist Libya region announced new indy oil comp over weekend after taking over sea ports operated by National Oil, Eni. Separatists given 10 days to clear out ... Alt Fuels Americas (US) booked $14M of sales for over 3.7M gal biodiesel from Costa Rica comps ... Philippines coconut oil exports up near 50% last 9 months as country failed to implement B5 blend ... Malaysia comp sent its first biodiesel shipment to Europe. 4.2K metric tons of palm oil biodiesel ... Dutch town to divest shares in some 200 fossil fuels comps. Also local court ruled against earlier decision to allow shale test drilling ... Duke U engineers unveiled device that gens power from background electromag radiation. Same efficiency as solar panels ... Alterra Power (Can) to buy remaining 49% of 62Mw hydropower project in BC from GE. Online '16 ... 6-comp JV in India to let bids in March for 1Gw solar plant ... Greenko - Indian comp backed by Singapore sovereign fund - completed 51Mw wind project. Plans to build 2Gw of hydro, wind by '18 ... Japan private, public sectors plan to provide $16B by '15 to help developing nations tackle clime change. Also plans sattelite in '17 to monitor Asia GHG emissions ... Boeing working with RER Hydro (Can) to install marine turbs in St Lawrence River. 9Mw. 1st commercial order for system. Boeing has exclusive rights to market worldwide ... Tea Party faction joining with Sierra Club to promote solar ... Japan plans to borrow $30B more for Fukushima cleanup ... Goldpoly (China), Kunlun Trust to buy 500Mw of China solar projects thru '14 ... Yingli 3Q $38M loss, revs up 60% ... Foresight Fund (UK) bought 32.2Mw solar plant for 43.7M Pounds ... Global climate change talks kick off in Warsaw. Looking for carbon emissions reduction accord.

TUESDAY OPEN ... Market flat, down bias. Volume normal ... (stock #s in %) LEOM up 45, day 2 of jump, today over top lines. SATCQ up 41. CRCL up 30. UBRG up 25. MMMW up 18. FTEK up 12, new high, after reporting. GWBU, XDSL, PSPW up 11. ABAT up 8, may be breaking out of plateau. ADES up 7, new high. WEST up 6. NENE up 3, new high .... GERS down 33. ECOS down 25. AMTX down 15. LMRMF down 14. HSOL down 13, back to top lines (50s). STRI down 11 after reporting. GSPI, CHGI, HOKUQ down 10. XSNX down 3.

MONDAY CLOSE ... Market flat. Volume a little light ... (stock #s in %) LEOM up 91 from bottom lines to near top lines. AEHI up 50. ECOS up 33. CCTC up 27. XSNX up 20. SSOL, ASIUF up 19. AMLM up 16. NFEC up 15. CCGI up 14. RAMPF up 12. KNDI, CHGI up 11. JASO up 10, new high. NENE up 8, new high. FSLR up 4, new high. CSIQ up 3, new high .... IFXY down 21. BFRE, CRCL, ENSL, HOKUQ down 20. WWPW down 19. CSKH, GSPI down 16. VLNCQ down 15. ALGXY down 12, new low. AMPD, QTMM down 11. ABAT, DSTI, GWBU, XDSL down 10.

MORE STUFF ... Russia forecasts oil prices to remain flat, adjusted for inflation, thru '30. Also cut Russia econ forecast to 2.5%/yr growth thru '30 ... Production at Kazakhstan's huge oil field won't resume before next year. Halted last month from NG leak ... Iran econ to contract 1.5% this year after 1.9% in '12 ... Crude oil train derailed, exploded in rural Ala on Friday ... Cyprus agreement with Total for LNG export terminal. Possible '17 start if warranted from production ... Greece finds in Ionian Sea similar to earlier finds in Italy, Albania waters ... Canada study of Montney formation est. 450TCF marketable NG, 1.1B bls marketable oil ... US homes heated by oil down from 17.2M in '73 to 8.1M in '11: EIA. Oil to cost a home over $2K this winter, NG ~$680 ... 32% increase in warming effect of GHGs '90-'12: WMO ... $2T of savings from fuel econ, improvements in ICE vehicles thru '25 can help fund long-term transition to plug-in hybrids: Global Fuel Econ Initiative.

STUFF ... '13 US corn crop est. new record near 14B bushels. 7% over previous record. 30% over '12 (drought). 160 bush/acre, 2nd highest ever ... Egypt attracting $8B for energy sector investment in '13-'14 budget. 14 energy agreements last 2 weeks ... Brazil biofuel supply glut. 7% biodiesel blend coming in Jan. Record soy crop, 10% over last year ... Shell to drill 1st wells next year in $10B Ukraine shale gas project ... Argentina warning Brit oil comps to stay clear of Falklands ... Uranium at lowest prices in 5 yrs, ~$35/pound ... Siemens Kansas plants landed MidAm Energy order. 1,344 wind turbine blades, 448 nacelles through '15 ... Energy consumption in 6 New England states expected to grow 1.1%/yr thru '22: grid operator ... 45Mw wind project proposed for Oahu ... Floating 2Mw wind turbine offshore Fukushima now online. Plans for 2 more 7Mw turbines ... Ford, Microsoft among investors in $1B green bond fund launched last week for "climate smart" investments in emerging markets. 2nd green bond fund this year from Intl Finance Corp. Green bond mart now est. at $346B, double over '12 ... Morgan Stanley launched sustainable investing institute ... JA Solar (JASO) agreements (2) to supply 70Mw thru 1Q14 to China comp for rooftop solar projects ... Quercus expects to raise 3 clean/renewable energy funds next 12 months ... Armstrong Asset Mgmt closed 1st clean/renew energy fund. Focus on small-scale projects in SE Asia. $164M ... ALLETE Clean Energy (MN) to buy 3 wind farms from AES. 231MW ... Co-op Bank (UK) to spin off clean/renew energy finance unit into stand-alone biz ... ACME Group (India) plans to invest up to $1.4B in solar installs next 4-5 yrs ... 2 German parites agree to increase '20 clean/ren energy target to 40% of power gen, cut support for wind ... EPA seeking public input on best ways to reduce carbon emissions from existing power plants ... Enviro group claims water polluted near all 11 TVA coal plants ... Vestas to hire hundreds at 2 plants ... Hawaii's 2 el comps investing in tech that will allow more rooftop solar on their grids.

MONDAY OPEN ... Market flat, mixed. Volume a little light on semi-holiday. WTI up over $95 ... (stock #s in %) AEHI up 50. ECOS up 33. UBRG up 25. SPIR up 23 off all lines, back to Oct. top. GRPH, CCTC up 17. RAMPF up 11. CCGI up 9 from bottom lines (50s) to over top lines (200s). WEST up 5. NENE up 4. NTCXF up 2. XSNX up 1 .... HOKUQ down 28. GWBU down 26. ENSL down 22. JUHL, ZAAP down 15. LMRMF down 14. AMPD, LEXG, USEI down 11. XDSL down 10.

FRIDAY CLOSE ... Market up 167/61/23. Volume new normal higher avg ... (stock #s in %) ONYX up 2400. PPRW up 200. EWRL up 37. AMLM up 33. OLED up 25. NGLPF up 22. RVLT up 21. LEOM, ORYN, DSTI up 20. ADES, JUHL up 17. ABAT, GSPI up 14, MMMW up 13. BIOF up 12. AMTX, HSOL, NFEC, OESX up 11. LEDS, EVSI up 10. CSIQ, ACFN up 9 .... AEHI down 60. CRGE down 50. CGYV down 46. ECOS down 25. FNVRF, CCTC down 22. GRPH down 12. CRCL, LMRMF down 11.

STUFF ... Energy Fuels (US) to idle uranium mine near Grand Canyon in agree with Native Am, enviro groups ... Location of nearest EV charge station or NG pump now an ap ... DOE secretary: carbon capture/storage tech "ready". (Um... the economics?) ... World coal industry planning Poland "summit" coincident with UN clime soiree ... 600K bats died on US wind farms in '12: study. (Bats eat insects.) ... China launched pilot markets for national emissions trading ... Merkel set goal for CO2 reduction ... Bakken boom linked to haze over T Roosevelt Park ... Storm toppled wind turb in Wash ... DOE: only 1 older tank leaking at Hanford. (G, that's acceptable, huh kids?) ... Clean air improves Chesapeake Bay watershed: study ... MO state board agrees to comply with Clean Water Act ... Fuel rods coming out at Fuku. Please be careful ... Oil-linked NG pricing retreating in Europe, growing in Asia ... UK confirmed plans for 39Gw offshore wind by '30. July '12 to July '13 capacity up from 1.8Gw to 3.3 ... Celanese teaming with CNPC (China) on coal-to-ethanol ... GE Aviation to buy cellulosic av biofuel from D'Arcinoff ... Spain leaving out foreign biodiesel producers next 2 yrs ... Sasol (S Africa) , GE developing Anaerobic Membrane Bioreactor tech to clean waste water while producing biogas ... Brit Gas 4.4B Pound LNG deal with Qatar through '18. 3M tons/yr. 13% of Brit demand ... EU scrapping plans for new 4.7% tariff on jet fuel imports. Europe '12 demand 1.2Mb/d. 1/3 from imports ... USDA expects record corn crop ... BLM clearing way for major new solar project in Cal Mojave ... OG&E est. will have to spend up to $1.5B to comply with several enviro rules, recent court rule ... 12Mw/$40M solar plant groundbreak on Kauai. 5% island's demand. '14 online. HI's largest so far. 10-13.5 cents/Kwh v. fuel oil's 23 cents ... Scientist concerned with radiation in Fukushima debris approaching N Am west coast ... Singapore launched tidal power test bed.

FRIDAY OPEN ... Market up 96/46/9. Volume a little heavy becoming norm. 204K jobs in Oct. Aug, Sept revised up. Gold back under $1,300, 10-yr Fed up to 2.75% ... (stock #s in %) NGLPF up 75. PTOS up 50. RVLT up 29, through all lines back to top line (50-day). OLED up 24, back through all lines back to tops. WWPW up 17, up 50 last 2 days. LEOM up 16. EVSI up 14. ADES up 11, big volume, new high, over double on year. AMTX up 11 bounce off latest plunge. SUNE up 10, another new high. XSNX up 6. NENE up 2 .... CGYV down 46. ECOS down 25. ENSL down 23. IFXY down 21. NPWZ, UBRG down 20. LEXG down 19, another new low. BFRE down 18. LSCG down 17, back to where it started from last month. May want to buy it. CRCL, AMLM down 11. PSPW down 9. NTCXF down 5.

THURSDAY CLOSE ... Market down 153/74/23. Volume heavy ... (stock #s in %) IFXY up 34. GWBU, WWPW up 25. CSKH up 20. BLDW up 13, coming out of double bottom? OESX up 13, new high, up over 4x since Dec. BIOF up 10 in rebound .... PTOS down 33. CSUN down 24 after reporting. MMMW down 19. FSYS down 17 from bottom line (200-day) back to year lows. CSGH, DSTI, TMEN, UBRG down 16. SCTY down 16 after reporting, back near top line (50-day). EWRL down 15. NGLPF down 14. CRCL down 13. ABAT, AMTX, POWR down 10. ACFN, CERE, ORYN down 9. WEST down 8. TSLA, RVLT down 7. RVLT fell below bottom lines. XSNX down 3. NTCXF down 1.

STUFF ... Venezuela seized 2 US comp-owned oil rig service machines. State oil monopoly payments to foreign contractors falling behind across the board ... 3rd Tesla sedan fire ... Cyprus planning to develop a NG industry ... Arkansas man charged in power grid attacks ... UK closed up 19 comps guilty of carbon credit scams ... Emissions from Canada oil industry increasing ... 3 new Colo cities now limit fracking ... $2.6M fine for Exxon for Ark oil sands pipeline spill ... Steep drop in lease sales on Alaska North Slope ... Enbridge proposing biggest ever pipeline project out of Bakken ... Bid to renationalize Berlin el grid narrowly lost in referendum. Last month Hamburg voted to buy back its grid ... 4 senior oil traders lawsuit claims BP, Statoil, Shell, Morgan Stanley conspired to fix London oil prices. False data to Platts, renegging on bids ... Closure of Libya NG pipeline to Italy ... UK wants 5% biofuel blending cap from current 10% target for '20 ... Lack of Pakistan funding for $7.5B NG pipeline from Iran ... Over 30 low-cost EV models coming to China market by yearend. El motors 4x more efficient than internal combustion. 11 moving parts in el motors. No tune ups ever. 1K parts in standard ICE ... Comp created to turn Musk's hyperloop idea into reality. Hyperloop Transportation Technologies ... When building Fukushima nuke plant, TEPCO decided to reduce natural 35-meter high seawall to 10 meters. Tsunami was 15 meters ... China's 1st floating LNG import terminal online next month ... Japan plans to triple countries (8) now offsetting their emissions. Also to get 5-yr target of $112B to invest in R&D for enviro, energy techs ... Westar Energy to buy 200Mw of capacity from 300Mw Apex Clean Energy wind farm planned in OK. Online in '16 ... GEVO tumbled yesterday on production delays at MN cellolosic isobutanol plant, running low on cash ... Solazyme (SZYM) fell yesterday on Brazil algae-to-fuel factory delay ... Wall St banks promoting new Green Bonds framework ... AES (VA) selling Indian, Polish wind farm assets ... Solar City (SCTY) $34M 3Q loss ... MidAmerican Energy began build of over 1Gw of wind farms in Iowa. Completion by '16 ... RWE (Germany) to halve workforce at RWE Innogy to 750 ... ONEE (Morocco) seeking EIB finance for 3 wind farms total 450Mw ... Suntech filed for liquidation in Caymans, plans to halt solar panel production ... Sunpower (SPWR) completed installs of 20Mw on 12 community colleges in Cal.

THURSDAY NOON ... Market down 26/36/5. Volume a little heavy. US 3Q GDP up 2.8%. ECB cut key rate ... (Stock #s in %) LIME up 12. PLUG up 10. NGLPF, QTWW up 9. BIOF up 2, the plunge stopped .... CSUN down 26 after reporting. FSYS down 17 after reporting. PEIX down 14, new low. SCTY down 11 on news. LYSDY down 11. TSLA down 6 on news. RVLT down 4 .... Everybody playing with Twitter I guess.

WEDNESDAY CLOSE ... Market up 128/(8)/7. Volume a little heavy. WTI ~$95 ... (stock #s in %) AEHI up 400. CGYV up 74. VLNCQ up 33. CPWY, LEOM up 30. QTWW up 16, rebound at top line after 5-day fall. REGI up 10 after getting BIOF plants, pass through bottom lines (200's). NTCXF up 4 ... ONYX down 96 (I know, really). BIOF down 45 (may want to try and catch the falling knife for rebound). IFXY down 32. GERS down 25. AWSL down 22. GEVO down 20, break to new low on volume. BLQN down 16. SZYM down 15, gap break down below bottom line on huge volume. TSLA down 14 (see open, stuff comment). XDSL, GWBU down 13. PLUG down 12 after reporting, drop below top 200 day. RAMPF down 12, new low, could be bounce. XSNX, CABN down 11. REXX down 10 after reporting, down to top bottom line (200) on volume. LEXG down 10, new low, downline all year. WEST down 9. RVLT down 2.

STUFF ... US shipped record 3.2Mb/d of gasoline, diesel, other refined products in Sept. Up 65% from '10 ... US oil industry may challenge restrictions on crude exports (in place since '70's). Says it may violate intl trade law ... Geoengineering to avert extreme changes in global precip could weaken vital monsoon rainfall: study ... After deforestation, forests recoup carbon more quickly than plant diversity ... Norway opposition wants to ban coal investment from $800B wealth fund ... UK House of Lords imposing tighter deadline to cut emissions from old coal plants ... China promising "flexibility" in coming UN climate talks ... Mixed election results on city fracking bans ... Green Plains Renewable Energy (GPRE) buying 2 ethanol plants from Biofuels Energy (BIOF) for $101M. Combined production capacity 220M gal/yr. To raise GPRE capacity to 1B gal ethanol, 2.9M tons distillers grains, 230M pounds corn oil per year ... Ernst/Young: By '35, near 25% of world's energy will come from NG ... CT $136K to help pay for 56 EV charge stations in state ... Southern Power. Turner Renewable E to buy 20Mw solar project in Cal. Online in spring. Sun Ed building, will op ... Canadian Solar (CSIQ) unit selected ABB, Bondfield to build 100Mw solar plant in Ontario ... Tenaska 130Mw Cal solar farm online Nov 1. Construction start early next year on another 150Mw Cal farm ... Coal export backers had across board loss in WA elections ... Anti oil sands ordinance failed in Maine election ... UN, Interpol call for collab to fight enviro crimes ... DOE offering $12M for new round of projects to lower rooftop solar costs ... Argus to close coal mines, shipping terminal in WV ... NV customers paying upcharge to buy el from clean/renewable energy sources ... Tracking seniors' utility use via smart grid tech could flag health emergencies ... MI could reach 30% clean/renewable E in 20 yrs: study ... China to close schools, cut work hrs during heavy smog ... Energia Renewable targets 1Gw clean energy portfolio next 3 yrs ... Apple choosing clean/renew E for new AZ factory ... UK energy secretary says review of "green" levies won't affect clean/renewable subsidies or offshore wind targets for '20 ... Tesla (TSLA) $30M 3Q loss, revs up 7% from 2Q ... Indonesia 140Mw solar tender, awards by yearend ... China to increase '14 solar target to 12Gw from 10. 8Gw rooftop, off-grid ... First Wind groundbreak of 14Mw solar plant in Mass ... LBNL: Cal will need new policies, new techs or both to reach GHG emissions goals for '50.

WEDNESDAY OPEN ... Market up 87/(3)/8. Volume a little heavy. WTI back over $94. TSLA pulling down Naz ... (stock #s in %) SATCQ up 41. WWPW up 21, up over 3x since Aug. AMLM up 11. SUNE up 10 on news, new high, up over 5x in 12 months. LEOM up 10. NTCXF up 5. CSUN up 4, new high, up 5x since June. NENE up 1, up near 5x since Dec .... ONYX down 98. Might buy that just on gamble. BIOF down 32, new low, day 2 of plunge after sale of their ethanol biz. BFRE down 25, new low. GWBU down 21. GEVO down 16, new low. ZAAP down 16. SZYM down 14, gap down from bottom line (200). TSLA down 13 after reporting last night, down through top lines (50s), probably headed to 200 day lines. ORYN down 9. XSNX down 8. WEST down 6.

TUESDAY CLOSE ... Market mixed, Dow down 20. Volume a little heavy ... (stock #s in %) ONYX up 400. ASIUF up 67. VLNC up 65. IFXY up 40. ECOS, GERS up 33. AEIS up 25. PSPW up 24. XDSL up 22. SOPW up 21. CABN, DSTI, GTAT up 20. BLQN up 19. CRCL up 15. BSRC, TMEN up 13. CSUN, EWRL up 11. ORYN, RBCN up 10. WEST up 8 .... AEHI down 80. CSKH down 44. BFRE down 29, new low. PTOS down 25. AMTX, ECAU down 20. BIOF down 18, new low. TRKP down 17. CGYV, WWPW down 15. SPIR, SATC, UBRG down 14. CERE down 12. OOIL down 11. AMLM down 10. XSNX, NTCXF down 4.

STUFF ... UN: major polluters must immediately begin to reduce GHG emissions if rise in global temps to be held in check without paying higher prices later. 50 gigatons CO2 emissions in '10 should be reduced to 44 by '20, 40 by '25, 35 by '30 ... Brookfield (Canada) buying 9 hydro dams in Maine from Black Bear. 70Mw. Brings Brookfield Maine hydro capacity to 340Mw of 762Mw in state ... Top climate scientists say enviros should embrace nuke power because wind, solar, etc can't be deployed fast enough to stem climate change. (I turned pro-nuke - especially new nuke techs - 4 yrs ago.) ... Conversion of hundreds of thousands of Great Plains US grasslands to corn and soy has hurt soil's potential to store carbon ... Climate change to affect Pacific NWest US forests, water supply, coasts: report ... Carbon taxes, emissions trading cheapest way to reduce CO2 output: report ... Microsoft bought TX wind farm to help power data center ... Energentium (Canada) ready to fire up 4M gal/yr waste beer/soda-to-ethanol plant in Ontario. Also to produce el, animal feed, omega-3, CO2. Other food wastes usable ... Cargill starting up corn wet mill ethanol plant in Iowa. Bought idled in '11 ... Coast Guard put NJ offshore LNG import project on ice ... Russia letting comps other than Gazprom export LNG. Foster Wheeler contract with Rosneft, Exxon to help with initial phase of LNG plant in E Siberia ... Ukraine/Chevron deal for shale gas. Potential production up to 10BCM/yr. $350M initial investment, total could reach $10B ... LNG now accounts for half Japan's power gen. S Korea, China using more. Asia spot prices end of Oct over $17/MBTU from ~$14 earlier in year ... Smart street lighting - motion sensing tech to dim lights up to 80% when not needed - ready to go commercial. Europe pays over $13B/yr to power streetlights, over 40% of govt energy bills. Also 40M tons CO2 emiss/yr = 20M cars. 4 Netherland cities, 1 in Ireland already using. 3-4 yr payout (Come on, US.) ... Total (France), 65% majority owner of Sunpower (SPWR), selected by S Africa DOE as preferred bidder for $200M/86Mw solar project. Mid-'15 completion. Total to own 27%, 5 comps the rest ... Sustainability stalled at 4 of 5 comps surveyed ... 25% of world's crops being grown in water-stressed zones ... World demand for el motors to reach $122B in '17 ... Workers began dismantling part of Chernobyl ... IL suing Koch-owned comp over refinery waste ... China to limit new car sales ... EU set new energy subsidy guidelines. Want to phase them out ... Dozens hospitalized in Iran after pollution spike ... Beacon Power (BCON) aims to install up to 40Mw flywheel energy storage in '14 ... Google to spend 450M Euros on wind-powered Finland data center expansion ... American Solar Integrators (US) to build 240Mw solar plant in Mexico ... Geothermal unit of Indonesia energy comp to invest in up to $2.3B in geothermal plants - 8 plants ... Infinis Energy (UK) - clean/renewable energy producer - IPO up to 930M Pounds ... Sunpower (SPWR) bought Greenbotics. Provides automatic PV panel cleaning products, services.

TUESDAY OPEN ... Market down 58/9/8. Volume a little heavy. WTI down under $94 ... (stock #s in %) ECOS up 33. RBCN up 28 on news, jump back over top lines (50-days) after over month-long slide. GTAT up 24 on news, gap new high. HOKUQ, BLQN up 19. AEIS up 15 after reporting, new high, up 2x on year. UBRG up 14. XDSL up 11 on news. CSUN up 9, new high. LSCG up 5 more, day 3. WEST up 4. RSOL up 4 on news, up 10x on year. NENE up 1 .... BFRE down 25. WWPW down 15. SATCQ down 14. CSKH down 11. AMLM down 10. XSNX down 9. NTCXF down 7. BIOF down 3 on news. RVLT down 2 .... TSLA reports after close.

MONDAY CLOSE ... Market up 23/14/6 ... (stock #s in %) CSKH up 80. PTOS up 48, up to top lines. BOPO up 45. CERE up 41 off bottom lines. DSTI, LMRMF up 24. ECAU up 13. CSIQ up 12, new high. SCTY up 11, new high. CBAK, STRI up 11. AXPW, JASO, SPWR up 10. VECO up 10 after Oct plunge. LSCG up 7, day 2 of jump off bottom lines. RVLT up 5, bottom lines (200-day) held ... ONYX down 80. CGYV down 54. ASIUF, ECOS, PPRW down 25. AMEL, WWPW down 21. HOKUQ down 16. CRCL down 13. QTWW down 12. BSRC down 11. AMTX, JUHL, VLNCQ down 10. XSNX down 6. NTCXF down 2.

STUFF ... US crude oil supply at or near highest level at end of Oct since 1930 ... Wirelesss charging for EVs already at homes of Google, Duke employees, embedded in Pepsi trucks, on Calif buses, disguised as manhole covers in NYC ... Cuts in black carbon (soot), methane emissions could slow rapid polar, Himalayan melting: report ... Developing nations to surpass rich ones in emissions this decade: study ... Climate change to intensify El Nino events in Australia: research ... Another 1Gw power line planned from Quebec to NEast US ... S Africa approved $3.3B for 17 clean/renewable energy projects in 3rd of 5 tenders. Over 1.4Gw. 7 wind projects, 6 PV solar, 2 concentrated solar, 1 each landfill gas, biomass ... Libyan oil production reportedly up ~100Kb/d in last week ... Turkey said it wouldn't import oil from Kurd Iraq without Baghdad approval ... Iran inflation last 12 months ~36%, up 11% from '12: Xinhua ... China thought to be building 500M bls strategic oil reserve by '20. US asking they join IEA in coordinating releases ... Petrolio Brasileiro plans production increase from 2.2Mb/d in '12 to 5.7M by '20 with $237B investment ... Petrobras currently importing gasoline, diesel, selling at loss ... Canada to quadruple rail-oil loading cap next few yrs from 180Kb/d now ... Suncor, Total, Teck $13B oil sands project in Alberta to begin producing up to 180Kb/d in '17 ... Shell moving ahead with Alberta oil sands project for 80Kb/d ... Alaska North Slope production 534Kb/d in Oct, down from 572K in '12 ... Gulf of Mex poised to deliver over 700Kb/d new crude over next 3 yrs ... Climate change to pose sharp risks to world food supply in coming decades: researchers ... Pacific Ocean warming faster than in previous 10K yrs: Science ... Anadarko, partners launched production in Algeria. Up to 146Kb/d by '15. ~1.2B bls. Algeria reserves ~12B ... Gaza to shut down only power plant due to fuel shortage ... EDF US unit to buy 200Mw wind project in TX, start this year ... Vattenfall (Sweden) to invest 150M Pounds in 49Mw extension to 90Mw offshore UK wind farm ... Centrica (UK) to cancel development of 580Mw offshore wind project because proposed subsidies too low ... Duke formed group to develop, operate solar, wind projects for its utilities.

MONDAY OPEN ... Market flat, mixed. Volume slightly heavy ... (stock #s in %) WTWO up 100. DSTI up 48. LMRMF up 33. LSCG up 32. AMPD, AMBT up 15. SCTY up 14 on news. CABN up 14. VECO up 12 on news. PTOS up 11. RSOL, ORYN, ECAU, BWEN, CERE up 10. SPWR up 10 on news. CSIQ up 10, new high. WEST up 6. RVLT up 4. FSLR up 4, new high. WWPW down 33. AMEL, ECOS, PPRW down 25. BFRE down 24. CCTC down 17. HOKUQ down 16. XSNX, CRCL, AMLM down 13. EWRL down 12. CSGH, GSPI down 10.

FRIDAY CLOSE ... Market up 69/2/5. Slightly heavy volume. Sharp volume rise in Naz options market halted trading. WTI down under $95 ... (stock #s in %) CABN up 42. AMEL up 40. ECAU up 34. LSCG up 31, jump off bottom to top line. ENSL up 27. MGLT, SOPW up 22. NGLPF up 20. HOKUQ up 19. FSLR up 17, but 3Q net on special item, new high. AMLM up 15. ENZR up 14. JUHL up 13. WWPW up 12. CSIQ up 11, new high. WEST up 10. SSOL, PRHL up 9. NTCXF up 7 .... IFXY down 31. CSKH down 28. GRPH down 20. DSTI down 19. BLQN down 16. BFRE down 15. ASIUF down 13. VLNCQ down 12. USEI down 11. SWET down 10. RVLT down 2, packed into bottom lines.

STUFF ,,, FIrst Solar (FSLR) 3Q net $195M v. $88M yoy. Lowered revs forecast ... Talks on creating world's largest marine reserve in Antarctic failed. Opposition from Russia, China, Ukraine ... Over half US irrigated regions under water stress: study ... Carbon curbs didn't spur EU production exodus: study ... Canada opened NW Territories to fracking ... Russia looking to ease LNG exports ... US Coast Guard looks to clamp down on fracking wastewater shipping ... Obama ordered creation of task force to bolster roles of state, local govts in national prep for climate change impacts ... Chicagoans sue to cover refinery waste along river ... US utilities agreed to buy 7.6Gw wind power capacity this year through Sept. ~70Mw connected to grid 3Q, down 96% yoy. 13.1Gw wind installed last yr ... Lublin Basin under Poland, Ukraine could be 10-15x Barnett formation in US. Shell's contract area up to 4TCF NG ... Scientists developing new method to recycle rare earth elements from wastewater ... KRG plans to build 2nd oil pipeline to Turkey from Kurd Iraq. 1st pipe opens early '14 ... Brazil's 2nd largest oil comp filed bankruptcy ... UK energy firms guilty of market manipulation to face criminal charges ... Fed court forcing EPA to issue coal ash rules in 60 days ... Signal Energy building 20Mw wind farm in NM for BayWa. Online yearend ... 400Mw solar system being installed at Turtle Bay Resort on Oahu ... Canadian Solar (CSIQ) to supply 100Mw to China 3 Gorges for project in Gansu ... Japan may set higher tariff for offshore wind ... Germany cut solar tariffs 1.4%/month for 3 months. Installs above target 3.5Gw/yr ... Public cellular networks make perfect carriers for smart grid: Qualcomm ... Pattern Energy (PEGI) expects to double wind assets next 2-3 yrs ... Fred.Olsen (Norway) bought out RWE's 50% share in Scotland wind farm ... Clean Energy Finance Corp (Australia) to keep lending for clean energy, energy efficiency despite govt. $14B pipeline ... FSLR selling 250Mw NV project to Next Era ... Inter-American Development Bank, Chinese govt fund to provide over $132M finance for 2 wind farms in Uruguay ... ACS (Spain) got 550M Euro contract to build/op 100Mw concentrated solar plant in S Africa ... Suntech to contest involuntary bankruptcy filing ... Offshore Lebanon potential up to 96TCF NG, 865M bls oil. Whole Levant Basin est. 122TCF, 1.7B bls. Lebanon bidding moved back again to Jan. Wait for new cabinet. Prez elections in May ... MN Power start on $350M project to control mercury, other emissions from 4-unit coal power plant ... NRG Energy, Sunpower (SPWR) began ops at 250Mw Cal solar farm.

FRIDAY OPEN ... Market up 55/4/3. Volume slightly heavy. WTI down ~$95 ... (stock #s in %) SOPW up 22, bounce off top lines after 3-day plunge. JUHL up 18. FSLR up 15 after reporting last night, new high. AMEL up 10. NTCXF up 10, back to top. CSIQ up 9 on news. CSUN up 8. WEST up 6 .... VLNCQ down 45. IFXY down 38. GERS down 33. ENSL down 18. CGYV down 15. MKTY down 14. BFRE, LEOM, ZAAP down 10. RVLT down 2. XSNX down 1.

THURSDAY CLOSE ... Market down 73/10/6. Heavy volume ... (stock #s in %) BFRE up 44. CHGI up 17. ASIUF, GRPH up 15. ECAU up 14. ASPW up 12. POWI, GWBU up 11. XSNX up 8. NTCXF up 6 .... LEOM down 37. AMEL down 26. GERS down 25. CABN, VLNCQ down 24. SOPW, TMEN down 21. ENSL, PSPW, SATCQ down 18. CSGH, HOKUQ down 16. XDSL down 14. GSPI, ORYN, QTWW, RAMPF, SPIR, SSOL down 13. CSKH down 12. UBRG down 11. BLDW down 9.

STUFF ... US coal reserves lower than govt, industry estimate. US passed peak coal production in '08. Shallow deposits cheaper to access largely mined out. Study by Clean Energy Action ... Real Goods Solar (RSOL) completed 2.2Mw solar farm in VT ... Tesla (TSLA) completed west coast "supercharger" highway. Stations lag for other EVs ... EU cars on track to meet '15 carbon target ... Sunpower (SPWR) to boost manufacturing capacity 25%. Plants now running full speed. Plans 350Mw factory in Philippines online '15. Will bring total cap to over 1.8Gw/yr. '14 production to increase up to 300Mw. 3Q net $108M v. $48M loss yoy. Sales $657M ... US biodiesel exports up 26% yoy. 406K metric tons through Aug. Over half to Canada ... Volvo S80 prototype unveiling carbon fiber panels, nanobatt tech, supercapacitors. 15% lighter ... Oman to spend $50B next few yrs on infra, transport, oil/gas, manufacturing ... Judge ruled against fed takeover of ND mining oversight in coal mining case ... Shell to resume Arctic offshore drilling next year ... Lockheed Martin to design largest marine thermal el plant ... Sharp solar unit swung to 2Q profit, almost 2x sales increase on Japan demand ... Kyocera raised solar panel sales target to 1.2Gw for this FY, up 20% from stronger Japan demand ... Group led by New Generation Power (US) to build 315Mw solar in India ... ITRI (Taiwan) intro'd ButyFix. 1st carbon-negative biobutanol production tech using cellulose biomass feedstock ... Union Investment to invest 30% of 1B Euro leveraged infra fund in solar ... Enel Green Power won contracts for 314Mw solar, 199Mw wind in S Africa ... US senators intro'd bill for Renewable El Standard requiring 25% clean/renewable power production by '25 ... KfW Bank (Germany) to provide 654M Euro for 300Mw of 500Mw concentrated solar project in Morocco ... Sauds to build ~1.5Gw solar capacity by '17: IHS. 500-800Mw tender set for early '14 ... Sunpower (SPWR) announced $155M new lease financing ... Ambienta (Italy) reached 147M Euro for 2nd enviro fund ... Gulf of Mex oil production est. to break '09 peak of 1.8Mb/d by '17. 12-15 new fields slated for production by '20 with 78B bls oil equivalent. Leases for GOM acreage this year sold for $1.3B.

THURSDAY OPEN ... Market down 58/16/4. Volume a little heavy. WTI down around $96 ... (stock #s in %) ECOS up 25. OPTT up 23 on news, the 4-day fall over. CSOL up 16. DSTI up 12. POWI up 12, new high, after reporting, bust through top lines. SWET up 9 .... CABN, GERS down 25. CSGH down 22. BFRE down 18. SSOL down 16. BWEN down 14 after reporting, fall below top lines. TMEN down 14. QTWW, SPIR down 13. WWPW, BHWX down 12. UBRG down 11. SPWR down 9 after reporting. XDSL down 9. XSNX down 8. RVLT down 3.

WEDNESDAY CLOSE ... Market down 61/21/8. Volume a little heavy. WTI under $97. Fed sees lower growth ahead ... (stock #s in %) CGYV up 201. CABN up 71. ASIUF, GERS up 33. AWSL up 29. PSPW up 24. XDSL up 23. AMEL up 22. HOKUQ up 21. GSPI up 15. BHWX up 13. BFRE, UBRG, CSEI, WWPW up 12, RAMPF up 11. SSOL up 9. NTCXF up 5. NENE up 4 .... BOPO down 31. QTWW down 25. SOPW down 21. ECOS down 20. MMMW down 19. IFXY, VLNCQ down 18. DSTI down 16. MGLT down 15. CHGI down 14. CSKH, GRPH, INIS down 11. PTOS down 10. OPTT down 9. XSNX down 8. WEST down 6. RVLT down 5.

STUFF ... US says it will not back new coal power plants around world ... CA, OR, WA governors, BC minister signed climate pact to reduce carbon emissions ... Coral reefs could adapt to ocean warming: study ... E15 debut retails 15 cents cheaper than E10 in Minn ... Europe veg oil prices zooming on biodiesel production pickup ... Australia set to deploy world's largest wave energy device. 1Mw. Developed by Oceanlinux. Aus govt put up $4.4M of $8M cost ... S Sudan to auction oil exploration licenses before yearend ... Another 11% cut on power bills in Hungary next month. 10% reduction already early in year. Fight by PM against energy comps. Wants to break the monopolies, return them to public sector ... Green Field Energy Services - 1st ever to run fracking equip on NG - filed bankruptcy ... Honda to stop making, selling solar panels early next year. CIGS tech ... UPS launched ORION route optimization software. Expects to save 1.5M gal by yearend. Reduction of 1 mile/day/driver to save $50M/yr ... DOI scrapped NM coal mine lease ... Canada utility proposing nuke waste storage site near Lake Huron ... WTO ruled against China rare earths export restrictions ... Panasonic won Tesla contract for up to $7B of batt cells ... Russia ignoring Olympics solid waste trash pledge ... Japan nuke watchdog OK'ing fuel rods removal at Fukushima ... Xcel Energy considering equity position on $2.8B of planned wind power expansion ... Investment firm says Mexico solar projects can offer superior returns v. US ... Wuxi Guolian to invest $150M in Suntech ... Brookfield (Canada) closed infra, clean energy fund. $6.7B raised ... Suzlon $128M Q loss. Revs down 16% yoy ... Canadian Solar (CSIQ) raised $100M construction finance from Deutsche for PV plants in Ontariio ... Congyuan Power (China) 244Mw of wind projects selected to advance in S Africa program ... Boralex (Canada) consortium got $159M finance for 68Mw wind farm ... EDP unit got PPA for 100Mw Cal wind project ... Under 50-yr-old treaty, US sends $250-350M worth of el from Columbia River dams to BC each year. Coalition of 85 NW utilities say enough is enough.

WEDNESDAY OPEN ... Market flat. Volume a little heavy. WTI down around $97. 130K private sector jobs in Oct, lowest in 6 months ... (stock #s in %) HOKUQ up 142. CABN up 57. XDSL up 23. BHWX up 13. UBRG, USEI up 12. AMPD up 10. NTCXF up 10, day 2 of bounce back from lines. NENE up 2 .... ECOS down 20. IFXY down 18. QTWW down 17. XSNX down 7. RVLT down 4.

Market up 111/12/9. Volume a little heavy. WTI back down under $98. Fed week ... (stock #s in %) SATCQ up 88. CRGE up 66. XDSL up 30 on news. CSGH up 30, back to tops. IFXY up 22. NPWZ up 19. ORYN up 16. SWET up 13. CPWY. ECAU up 11. AEIS, GRPH, NTCXF up 10. NENE up 6. RVLT up 4 .... HOKUQ down 58. VLNCQ down 38. AVRW down 31. ASIUF down 25. AWSL down 23. UBRG down 20. AMEL down 18. CABN down 17. MGLT down 15. EWRL down 11. BLDW, BSRC down 10.

STUFF ... 2nd Model S Tesla fire in Mexico ... DOI to announce $100M grant program for projects that restore wildlife habitats damaged by Sandy, improve resilience to future storms ... Question: climate impact of 7M funeral pyres in India, Nepal ... Arctic melting may be making Europe wetter: study ... BLM auction on Colo public lands designated solar energy zones last week had no bids ... Stem Inc offering batt storage systems to commercial, industrial customers. No up front costs. Will be able to install 15Mw of systems with $5M investment from Clean Feet Investors. 54Kwh storage capacity cost ~ $97K ... Floods have washed gold rush era mercury contamination into Cal farm country ... Toxics near harmful levels in SF Bay: report ... NY Marcellus has almost no NG that can be economically extracted: 4 retired pros ... ND recorded near 300 oil pipeline spills in less than 2 yrs. None reported to public ... Attackers blew up 9 el power plants in Mexico Sunday then used blackouts to torch gas stations ... Mainstream (Ireland) to build 3 wind farms - 360Mw total - in S Africa. Start next year. $910M ... Pattern Energy Group (US) installed 1st turbine at 115Mw Chile wind farm online mid-'14 ... GP Renewables plans to buy up to $15M of commercial solar projects in NJ, MD before Fed tax incentive expires at yearend ... LED lighting - 250K streetlights - to save NYC $14M/yr. Completion in '17 ... Test center for 25Mw turbines inaugurated in Iran ... US investment firm aims to invest $250M in clean energy next 3 yrs ... Sillia Energie to submit bid for 160Mw Bosch solar manufacturing plant in France ... Shunfeng got approval to buy Wuxi subsid of Suntech ... Prudential took minority stake in 130Mw Tenaska solar project in Cal ... Est Capital (Italy) launched sustainable energy fund to target up to 200M Euros ... China now can only import less than 26BCM LNG/yr. In 2 yrs expected to more than double to near 65BCM.

TUESDAY OPEN ... Dow up 43, S&P up 5, Naz down 1. Volume a little heavy. WTI over $98. US urban house prices up 12.8% ... (stock #s in %) BFRE, WWPW up 18. AMPD, VLNCQ up 15. USEI up 12. XSNX up 10 more. RVLT up 5. NENE up 3 on news .... SATCQ down 43. CSKH down 22. TMEN down 20. MGLT down 15. ZAAP down 13. SSOL down 12. BLDW down 11.

MONDAY CLOSE ... Mart flat, mixed. Volume heavy. WTI up over $98. Slowdown in US factory output ... (stock #s in %) BOPO up 128 on volume. HOKUQ up 87. VLNCQ up 66. PPRW up 33. XSNX rebound up 31. UBRG up 25 on sales jump. CBEH up 21. WWPW up 17 on PPA news. ACFN up 14. AMEL up 12. BSRC, IFXY up 10. PSPW up 9 .... GWBU down 22. CSGH down 18. USEI down 11. ASTI down 10 after reporting, back in top lines. SATCQ, SENY down 10. RVLT down 9, back on bottom lines. OPTT down 9 more. NTCXF down 4, hit 3 top lines.

STUFF ... WHO study: we breathe carcinogenic air. Air also causes heart, lung diseases. Intl Agency for Research on Cancer now puts air pollution in same category as tobacco smoke, UV radiation, plutonium. 223K lung cancer deaths around world caused by air pollution ... Fire shut down Midwest crude refinery ... NY proposing state-run gasoline reserve ... Scoular reopened 55M gal ethanol plant in Kansas ... US biodiesel topped 1B gal production mark for '13 ... GM unveiled bi-fuel Chev for '15 rollout. Gasoline and compressed NG. CNG avg $2.11/gal in US, some areas as low as $1. CNG emits ~20% less CO2 than gas ... Libya preventing Marathon Oil from selling its assets ... Dubai comp wants to develop $5B "Energy City" in Philippines. LNG plant, petrochem facility ... GE to supply 22.8Mw of turbines for wind farm in Italy ... 2Mw floating wind turbine now online in Japan ... Japan Asia Group unit to build 13Mw solar farm near Tokyo. Feb start, online in '15. Toshiba panels ... Tepco to install ~27M smart meters 3 yrs earlier than planned. Start 1H14, completion in '21. Auction next month to pick suppliers ... Allied Irish Banks earmarking 300M-400M Euros for clean/renewable energy investments ... Wind Works Power (WWPW) got PPA for 100Mw ND wind project ... Iberdrola to build 80Mw - 2 biomass plants - in Canada for Fengate Capital. 240M Euros ... EBRD lending $53M to UniCredit for Russian energy efficiency ... Energreen to invest 37M Euros in 2 Romanian solar plants ... French company Vergnet commissioned Africa's largest wind farm - 120Mw - in Ethiopia ... US GSA wants comps competing for $1.5B/yr package delivery contracts to meet energy efficiency standards ... GCC countries to invest up to $155B in clean energy, particularly solar.

MONDAY OPEN ... Mart up 61/14/7 ... (stock #s in %) WSGP up 24. XSNX up 20. VLNCQ up 13. BSRC, EWRL up 10. PSPW up 9. NENE up 1 .... WTWO down 50. GERS down 33. HOKUQ down 25. GWBU down 22. ECOS down 20. CSGH down 18. USEI down 11. GSPI down 10. OPTT down 9. NTCXF down 6. RVLT down 4.

FRIDAY CLOSE ... Mart up 61/14/7. WTI ~$98. Durable goods orders, sentiment suggest politics hurting econ. Way to go politicos. S&P 500 record high despite them ... (stock #s in %) GERS up 50. Didn't you see that coming? (I kid) AWSL up 29. VLNCQ up 25. CBEH, CSKH, IFXY, RNWEF up 12. TMEN up 11. BFRE, EWRL, FCSMF, MXWL up 10 .... XSNX down 40. Should have bought day end I bet. AEHI down 37. CSOL down 28. SATCQ down 23. OPTT down 18. ECOS down 16. CBAK down 15. REGI, WSGP down 13. RVLT, NTCXF down 12. GPRL, HSOL down 11. ORYN down 10.

STUFF ... WalMart has more solar installed than 38 US states ... Climate change to make algae blooms more toxic: report ... $750K DOE grant behind Chicago 1-day solar permit move. Fees to be cut 25% to $275 ... Kyoto Fuels 66M liter/y biodiesel plant now online in Alberta. $40M. Largest such plant in Canada. Alberta put in $10M ... EU Parliament committee killed bill to limit food-based biofuels to 6% of Europe's transport fuel by '20 ... Ecuadoran judge in $19B Chevron pollution case admitted to taking bribes along with a colleague. Thousands of dollars worth. Wow, huh? Thousands. Woo. Case decided against Chevron. Case now in NY court ... Scotland approved 9 turbine wind farm extension to 102Mw ... Brazil registered record 929 power projects, total 35Gw, for Dec 13 auction. Wind farms 47%. NG power plants 22%. Solar, Hydro, coal, biomass the rest ... In less than 100 ft water, offshore wind power gen potential equals entire gen cap now of US. All potential offshore wind capacity 4x current power demand. And a lot of folks live along the shores .... Goldwind 3Q net profit jumped 388% to $30.9M ... Novozymes YTD net up 8% YOY. Lowered FY guide ... DOE tightening control over Bonneville after illegal hiring scandal ... '13 quietist Atlantic storm season in 45 yrs. (Not over yet.) ... IL leads US states in radioactive waste storage ... NYC replacing streetlights with LEDs ... Study linked ancestors' DDT exposure to obesity ... Fishing restrictions eased in Delaware River ... VT gov wants to get more clean energy onto grid ... Greenland lifted ban on uranium mining ... $8.8M geothermal project at Antioch ... MN PUC revoked wind farm permit ... Stem announced no money down finance for comm/industrial energy storage.

FRIDAY OPEN ... Market up 27/15/2. US durable goods orders up ... (stock #s in %) EWRL up 37. VLNCQ up 21. SSOL up 15. RNWEF up 12 .... ECOS down 33. SATCQ down 23. CABN, WWPW down 21. ZAAP down 17. AMPD down 16. REGI down 15 on downgrade. OPTT down 12 after yesterday's double. TMEN, USEI down 11. RVLT, XSNX down 6.

THURSDAY CLOSE ... Market up 95/21/5. Heavy volume. WTI up over $97 ... (stock #s in %) OPTT up 104 on news on huge volume, new high. WTWO, ECOS up 100. AEHI up 60. CSOL up 31. AMEL up 20. XDSL up 18. VLNCQ, GWBU up 16. SATCQ, MMMW up 15. CABN up 14. BSRC, TMEN up 12. FCEL up 12 on news, back to May-June tops. GSPI up 11. EVSI, MKTY up 10. KIOR up 9, at bottom 50-day. CSUN up 5, new high .... ASIUF, GERS down 33. SWET down 23. CSKH, UBRG, XSNX down 20. ASPW down 15. AMPD, MGLT down 14. SRWRF down 12. NTCXF down 11, ride over. EWRL, FNVRF, USEI down 10. RVLT down 3.

STUFF ... Current Arctic warming "unprecendented" in last 44K years: study ... 8 US states pledged to put 3.3M zero-emiss vehicles on road ... Russia dropped piracy charges on Greenpeace activists ... Jamaica launching rare earth extraction pilot program ... Methane emissions from oil/gas down slightly in US in '12: EPA (despite increased production) ... US oil production est to increase 60Kb/d in Nov to 8.5M ... Argentina to take EU to WTO in biodiesel fight ... McLaren making $1M hybrid supercar ... Dutch designer creating giant vacuum to suck smog out of air ... Cameron may cut UK green taxes to cut energy prices ... 1st 13 wind turbines turned on at DTE Energy's 112Mw farm. Fully online by yearend ... Posco started build of S Korea factory to make Fuel Cell Energy (FCEL) systems. 100Mw capacity online in '15 ... Foresight (UK) raised 150M Pounds in IPO for fund focused on solar power investments. FSFL on London mart. 200-250M Pounds target missed ... Ocean Power (OPTT) to work with Mitsui to bring marine power systems to market. MItsui right to make, sell OPTT tech in Asia ... Austriansolar Chile to build $216M 100Mw solar plant in Chile. July start ... Yingli to supply 59Mw of solar panels to CHina 3 Gorges. Delivery by yearend ... Solar City (SCTY), Hawaiian EL to develop 15Mw solar on Oahu. Will displace 1.8M gal/yr of oil. Online by '16 ... Duke 200Mw of wind power soon online in TX ... NJR Clean Energy Ventures 1st onshore wind project. $22M for 9.7Mw in Mont. GE 1.62Mw turbines ... Among top 25 corporate users of distributed solar power, use up 33% in past 12 months. Over 445Mw total.

THURSDAY OPEN ... Mart up 68/10/1. Heavy volume. WTI ~$96 .... (stock #s in %) ECOS up 66. OPTT up 51 on news. XDSL up 27 on news. QTMM up 18. VLNCQ up 16. CABN up 14. SSOL up 11. EVSI up 10. NTCXF up 2 more. CSIQ up 1 more, another new high .... HOKUQ down 37. EWRL down 18. ENSL down 14. XSNX down 11. FNVRF, GWBU, SRWRF, UBRG down 10. RVLT down 3.

WEDNESDAY CLOSE ... Market down 54/22/8. WTI $97 ... (stock #s in %) MGLT up 30. SWET up 23. ASIUF up 20. NTCXF up another 13. SRWRF up 13 too. CPWY up 12. BFRE up 10. CSIQ up 1, new high .... ECOS, CABN down 40. CSOL down 28. BLQN down 18. MMMW down 17. CREE down 16. UBRG down 16 on news. VLNCQ down 14. SATCQ down 13. SSOL down 10. RVLT down 7.

STUFF ... Australia fire season on roaring early tear this season after mild winter, hottest Sept on record ... UN climate chief: pricing carbon Australia's cheapest option ... Himalayan forests gradually turning brown: look see study ... Lack of water ended Bronze Age: researchers .... Chicago pledging 1-day solar permit process .... Rush to deploy clean energy tech costly recipe for failure to reduce carbon emissions: DC think tank. (Sound like Obamacare?) ... Carbon emissions from US power plants down 10% '10-'12: EPA ... Calif truckers strike over emissions restrictions ... Long-delayed nuke reactor went online in India ... Sumitomo to build 50Mw biomass power plant on Hokkaido. $153M. With wood chip aux. Online by '17 ... Dominion bought 5Mw Conn solar plant from Kyocera ... Nigeria to develop 420Mw solar with German help ... Iberdrola: regulatory issues impede 1B Euro from core projects.

WEDNESDAY OPEN ... Market down 84/35/8. Heavy volume. Pullback expected. WTI under $97 ... (stock #s in %) WTWO up 100. ASIUF up 20. CHGI up 14. PRHL up 12. SRWRF, AMEL up 10. NTCXF up 7 more, back to last Oct high. XSNX up 6. WEST up 3 .... GERS down 33. CSOL down 28. UBRG down 25. ECOS down 20. SWET down 18. CREE down 17 on earnings drop, back near bottom (200-day) lines. MMMW down 17. RVLT down 8, coming back toward top line (50-day).

TUESDAY CLOSE ... Market up 75/9/10. Volume heavy. 10-yr Treasury back to 2.5%. WTI under $99 ... (stock #s in %) BLQN up 43. CSKH up 25. CSUN up 24, new high. PRHL up 24. LEOM up 21. SSOL up 17. SATCQ up 15. NTCXF up 6. CSIQ up 5, new high. RVLT up 4. JASO up 3, new high. NENE up 2 .... AEHI, WTWO down 50. ECOS, NGLPF, AQNM down 22. XSNX down 21. HOKUQ down 20. ASIUF down 16. MKTY down 15. CABN, LTBR down 13. ECAU down 12. ASPW, EVSI, WWPW, ZNNMF down 11. WEST down 8.

STUFF ... 5-comp consortium - including 2 Chinese comps - got license to develop offshore Brazil deepwater. $7B sign fee ... World Bank est. 80% of Peru's rain forest logging illegal. Corruption ... Warm winter last year helped US carbon emissions drop to lowest since '94: EIA ... Global funding behind amount needed to meet energy sector emissions targets ... 155 Iowa scientists affirmed climate change real, dangerous, man-made ... Utah's oldest coal-burning plant to close next year ... Ukraine poised to develop it's shale gas ... Dubai turned on its 1st solar plant. 13Mw, $33-35M built by First Solar (FSLR). Plans for 100Mw next ... China Solar Energy Holdings directors, chairman detained in fraud probe ... EPA fining DOE over asbestos cleanup at Hanford ... US Chamber president renewed call for gas tax hike ... Indian researcher getting 1 liter of biodiesel from 6 poultry carcasses ... Shell: global liquid fuel demand to peak in '35 ... UK - EDF deal for 1st nuke plant to be built in Britain in last 20 yrs. UK guaranteeing to buy the power for 92.50 Pounds/Mwh for 35 yrs, 2x current wholesale market price. Plant cost ~ 14B Pounds. Online in '23 ... EDF authorized for 24Mw wind project in Quebec ... Trans Alta buying 144Mw wind farm in WY for $102M from Next Era unit ... DOE awarding $60M to accel solar development. ~ $16M grants to 4 projects to boost cell efficiency. $12M to 17 solar tech, service comps. ~ $8M to utilities to help integrate solar into grid. Other ed, job train efforts, more reliable component development. All part of Sun Shot Initiative ... Australia comp, Japan comp to launch $1B solar JV in Japan to develop projects ... UK withdrew 169M Pound funding for 500M Pound waste-to-energy plant ... Vattenfall (Sweden) awarded over 100M Pounds of wind farm contracts to Welsh comps.

TUESDAY NOON ... Market up 67/9/7. WTI under $99 ... (stock #s in %) BLQN up 43. CHGI up 22. LEOM, SENY up 21. QTMM up 18. SATCQ up 15. AMPD up 12. ASYS up 11, new high. NTCXF up 8 more. NENE, RVLT up 3 .... AEHI down 68. ENSL down 27. MMMW down 19. EVSI down 16. UBRG down 15. ECOS down 14. CABN down 13. LTBR down 12 on news. ECAU down 11. AMEL, BWEN, CCGI, ZNNMF down 10. XSNX down 9, ride over.

MONDAY CLOSE ... Market flat, mixed. Volume slightly heavy. WTI under $100 .... (stock #s in %) AEHI up 203 on 1K shares. WTWO up 100. CSOL up 87. XSNX up 54. ZNNMF up 43. SWET up 33. WSGP up 25. BLDW up 22. EVSI, NGLPF up 20. AMEL, AQNM up 17. BFRE up 16. SOPW up 12, new high. WWPW up 12. NTCXF, HOKUQ up 11. ASTI, ENSL, MMMW, NPWZ, PSON, STRI, USEI up 10. WEST up 5 .... ECOS down 36. ALTI down 15. CGYV down 10. NENE down 6.

STUFF ... $36B/yr cost potential for climate change adaptation in E Asia: study ... Climate change driving up Stockholm's death toll: study ... Navigant: $10B global energy storage market in 10 yrs ... China to spend $13B this year to search for fossil fuels. Demand still grows more than supply ... S Dakota oil production up 35Kb/d in Aug to 910Kb/d ... N Dakota 20,600K bl oil pipeline leak largest spill on US soil ever ... Scotland's only crude refinery to close until further notice. 200Kb/d ... NG pipe rupture in Alberta caused at least 4 oil sands producers to curb output ... S Korea plans to almost halve its planned building of new nuke power ... Another tanker train derailed, exploded in Canada ... GE, Clean Energy Fuels (CLNE) to advance NG use in trucking ... USDA offering $181M loan guarantees for advanced biorefineries ... EC OK'd phase out of Belgian biofuel supports ... Petrobras employees striking over today's oilfield auction ... Majors excited by oil potential offshore Morocco ... Kior to get $100M from Khosla, Gates to expand production at Miss cellulosic biofuel plant ... Saud Aramco buying 1.78Mw of Canadian Solar (CSIQ) panels to expand country's largest project ... Tata Solar finished 10Mw PV plant for Indian aluminum plant ... Qatar moving forward with 200Mw solar 1st phase ... Long Island Power Auth RFP for 280Mw of clean power by '18 ... 1st round Thai rooftop solar tender only 83Mw of bids. Much lower than 200Mw target ... NRG to buy Edison Mission Energy for $2.64B ... Zimbabwe to intro clean/renewable FIT ... Minn regulators OK'd 750Mw of Xcel Energy new wind capacity.

MONDAY OPEN ... Market flat, mixed. Volume a little heavy. WTI under $100 .... (stock #s in %) WTWO up 100. SWET up 53. XSNX up 35, another new high, day 5. WSGP up 25 on news. CSOL, CPWY up 25. ZNNMF up 22. RSOL up 22, day 3 of surge. NTCXF up 14. SOPW up 11 on news. WEST up 11, at bottom 200-day line. CSGH, HOKQ up 11. FSLR up 8. SCTY up 5, new high. CSIQ up 3, new high. SPWR up 2, new high .... ECOS down 27. ALTI down 16. EWRL down 11. SENY, CGYV down 10. RVLT down 2.

STUFF ACCUMULATED ... Robot labor now at ~30 cents/hour. Robot industry est. $17B by '16 ... First Energy sued in W Va over coal waste dump they agreed to shut down cuz of arsenic, sulfates, others leaching into drinking water ... US Geothermal 22Mw OR plant now online for Idaho grid ... Thai Solar expanding into solar rooftop biz ... CRTE, NRG, Digicel doing Carribean clean energy initiatives ... Owens Corning, NYSERDA, Constellation powered up largest solar install under NY Sun Initiative. 2.7Mw ... E.On (Germanics) dedicated 10Mw solar plant in AZ. Their 1st in US ... Almost all land ecosystems at risk of major shifts from climate change: study ... Disease, insect threats linked to clime change worse than expected: study ... Study BEES kids! ... Iceburgs, insurance hinder Arctic shipping route opened by clime change ... Noble drilling in Jordan? (Inside skinny from bro who sold nitrogen fertilizer plants around the world in '70's) ... Farmers to plead guilty in contaminated canteloupe epidemic ... UN agency dubbed air pollution a leading cause of cancer. Well, like we didn't figure that out decades ago ... UK Ok'd China buy-in to nuke plants ... Appalachian mountaintop removal providing coal for Europe. Great, huh? ... Beijing Sept el use up 10.4% yoy. Jan-Sept 7.2%. EC OK'd phase out of Belgian biofuel support to 7 comps ... Scotland now 40% powered by clean/ren energy ... Ex-Halliburton (not Cheney) manager facing jail for destroying Deepwater Horizon evidence. Tsk tsk slap on the wrist ... Russia's oil industry spills 30M bls/yr. Ooey gooey ... Norway sovereign fund - $750B - likes clean/ren ... ND owners of mineral rights filed 10 lawsuits over lost royalties from NG flaring ... Calif 1st state to require utilities to invest in energy storage ... American supermarkets, retailers not keeping pledge to limit GHGs from refrigs, cooling systems: report ... Clime change threatening Nepal food security ... Merkel supports boosting EU carbon prices ... Earthworms help store CO2: study ... Peru fishers slaughtering dolphins for shark bait: enviros. Well, that has to stop pronto if true ... Trans Canada - O Canada - pipeline leak ... Xcel OK'd to build 4 new wind farms ... Treaty could end comm use of mercury within 30 yrs (how will we tell the temp?) ... Bulgaria facing legal action over bird deaths at wind farms ... Malaysia stall on nuke power plan ... Colo levying fines for late FracFocus reports ... Shale oil/gas boosting railroad profits ... Global data: US biodiesel production set to soar past RFS demand. Happy trailers pards.

FRIDAY CLOSE ... Mart up 28/51/11. Another new Naz high. Conflicting numbers on volume but I'll go with over 2x normal on options Friday. S&P all-time high. WTI under $101. US 10-yr back near 2.5%. Money pouring back into money mart funds. 8-mo low for dollar. Spain on track after tackling labor laws .... (stock #s in %) CABN up 59, a jump off 4-mo dead bottom on big volume. GERS up 50. ASPW up 31, jump over bottom lines (50-days) with some volume. XSNX up 29 more, day 4, over top lines, hit 4x, maybe even 5x. Kaboom. Once they hit a penny. Get on board or look for comeback price. ENSL up 25, back over top after double bottom. AQNM up 22, just had a big jump, back over top line. EWRL up 22. CGYV up 16, over bottom 200-day. MGLT up 15. KIOR up 13, back to top 50. MMMW up 12. BLQN up 12. USEI up 11. PALAF, IFXY up 10. SCTY up 10, new high, rocket to earth come in over. LSCG up 8, may be time to buy. NENE up 8. Get on board. SPWR up 6, another new high, 5 to 33 this year. Bingo. NTCXF up 4. Another solar prize. GPRC up 3 more, pretty good run short term, probably short term sell. Part of the solution. Recycling in China. CSIQ up 3 more, another new high. heading almost straight up, over 5x out of April. Watch for comeback. RVLT up 1 .... LMRMF, PTOS down 25. BLDW, GSPI down 21. JUHL down 20. CSGH down 16. AMEL down 15. GWBU down 13. HOKUQ down 10. ZNNMF down 9 .... Vaya con Dios pards. Onward and upward. Happy trails. Let's fix this dang world. Hoo yah.

SHUTDOWN ... Sorry, another family day. Review past blogs. And tomorrow sabbath.

YESTERDAY .... Sorry about shutdown yesterday. Reopened today.

THURSDAY OPEN ... Market down 85/1/1. Volume heavy. WTI down to $101. Gold back over $1,300. Options Friday tomorrow ... (stock #s in %) ECOS up 25, day 2 of whatever this is out of bottom lines. JUHL up 25. RSOL up 22. BLQN up 21. WWPW up 18. EWRL up 17. ENZR up 16 on news. VLNCQ, SATCQ up 16. XSNX up 13 more, day 3. AMEL, MKTY, MMMW up 11. XDSL up 9. SCTY up 7 on news, new high. PLUG up 5. ALTI up 3. NTCXF up 2. CSIQ, SPWR up 1, both new highs .... ZNNMF down 40. TMEN down 16. QTMM down 11. RVLT down 1.

WEDNESDAY CLOSE ... Market up 205/45/23. Looks like new Naz high on normal volume. WTI up over $102. NG up to $4.05. Options on Friday. Nuke concessions from Iran. Earned 2nd round next month ... (stock #s in %) WWPW up 169, new high. big volume spike at day end. ECOS up 100. PPRW up 81, back to bottom lines (50s). WSGP up 21. MMMW up 20, coming off bottom 50s, touched top 200s. NPWZ up 15. CABN up 14. SCTY up 12, new high, I guess bet they are going to rule solar installs. Can't fight Elon. AQNM, CSGH also up 12. ASIUF, CHGI up 11. POLR up 10. SOPW up 9, new high, up 6x from Aug. XSNX up 7 more. CSIQ up 6, new high. WEST up 4. RVLT, GPRC up 2. NTCXF up 1. Money being made, pards .... BHWX down 23. NGLPF down 17. ORYN down 16. CRCL down 15. SSOL down 13. BLDW down 12. TMEN down 11. USEI, PSPW, ALTI down 10. ALTI watch. CERP down 2.

STUFF ... US tight oil (shale) production est. to peak ~ '20 @ ~ 2.8Mb/d, hold ~2M out to '40 ... Fast food employees in US get $7B/yr in govt aid, obviously a subsidy to fast food industry ... Canadian Solar (CSIQ) started construction on 100Mw plant in Ontario ... First Solar (FSLR) to build 250Mw plant for Next Era in Calif. Online late '16 ... US fed judge hearing Chevron v. Ecuador $18B case ... Gov vetoed bill to make Cal 1st to hunt regularly for pump price manipulation ... Germany delaying higher EU car emission targets ... 1366 Tech (Mass) got funds from Tokayama (Japan). Ready to scale up 250Mw PV solar wafer plant in US. Laser cutting 1/3 cost of saw. 10 cents/w. 17.2% efficient ... Hawaiian El got PUC OK to buy 10M gal biodiesel ... Euros Energy (Japan) getting 40B Yen finance for 115Mw solar project in Japan. Online late '15 ... Daiwa unit to develop, op 20Mw solar plant in Japan. ~ 6B Yen. Construction start June '14 ... Charge Point launched $100M leasing fund to spur EV charger installs. Systems $6-12K. 5-7 yr leases to own ... Wal Mart leads 40% 2Q yoy solar surge among US comps. Wal Mart world's largest commercial solar user with 89Mw at 215 locations. Over 3.3Gw total comm installs worldwide. Costco 47Mw, Kohl's 45, Apple 41, Ikea 38 ... Brazil biomass power developer to build $109M plant with Dow Chem. Ethanol from bagasse. 46Mw. Online in '14 ... XsunX (XSNX) rolling out solar power project development services this week (up 11% more today) ... Clean Energy Collective (Colo) powered up 3 more community-owned solar plants. 10 now op in state. 10 more - 5Mw total - in pipe ... Sardine stock collapsed off Canada coast ... Statoil abandoned DOE-backed offshore Maine $120M floating wind power project ... Tight permitting limiting size of Finalnd wind projects ... Renova Energia (Brazil) approved $183M of notes to finance wind projects ... Next Era's 485Mw $1.13B Calif solar project hit permit setback over enviro issues.

TUESDAY CLOSE ... Market down 133/21/12. Volume a little heavy. WTI down ~$101. NG up to $3.83 ... (stock #s in %) ECOS up 300. XSNX up 75 on big volume, over bottom lines (50-days). I've been watching this one for years and saw no news and didn't catch the start of the move which started with a huge buy around noon hour. Not sure to get on board or not. ASIUF up 53. FNVRF up 19. MMMW, CRCL up 18. PSPW up 14. LEOM up 13. TMEN up 12. USEI up 11. AXPW up 10. WEST up 6. GPRC up 3, new high, day 7 of latest surge. CERP up 1 .... WTWO down 33. PPRW, ALTI down 26. BLQN down 23. CHGI down 12. AQNM down 11. GSPI down 10.

WEDNESDAY OPEN ... Market up 183/40/17. WTI up near $102 ... (stock #s in %) PPRW up 36. POLR up 35. MMMW up 34 on news. BLQN up 30. ECOS up 25. CSGH up 20. CABN up 14. RVLT up 2 .... IFXY down 33. USEI down 20. NGLPF down 17. BFRE down 15. PSPW down 14. HIIT down 12. ALTI down 6. CERP, PLUG down 4. WEST down 2. XSNX down 1 on news.

STUFF ... Supreme Court to review EPA GHG emission regs addressing climate change ... Bulgaria's air dirtiest in Europe, Poland next ... Global investment in clean/renewable, energy smart techs "almost certain" to decline this year, 2nd yr in row: Bloomberg ... Patents for wind, solar power surge ... Scientists agree over climate change impacts on tropical rainfall ... Higher mercury levels in fish linked to warming waters ... High mercury levels near Alberta's oil sands patch ... Australia govt aims to intro carbon tax repeal this year ... 5 US workers detained after Venezuela seized oil ship ... Rebound in US NG production in the works ... Germany's grid operators boosted '14 surcharge for clean/renewables 18% to new record ... Clean energy investment down 14% globally in 3Q from 2Q. $45.9B. US investment down 41% to $5.5B. $281B invested globally in '12 ... Clean energy M&As down 50% globally in 3Q. Lack of mega deals ... 100 tons/yr biodiesel refinery in Malaysia sold for $11.5M ... Canada manufacturer seeks partner for small vertical-axis wind turbine rollout ... Chile to intro annual clean/renewable energy tenders ... France to lend 100M Euro for S Africa solar ... Infines (UK) refinancing 274Mw wind portfolio with 329M Pound loan pack ... Mithril (Cal) VC fund raised $540M for clean energy, biotech ... Huaneng Renewables - wind power developer - to raise $204M with share sale.

TUESDAY OPEN ... Market down 48/0/0 ... (stock #s in %) ECOS up 100. FNVRF up 19. AXPW up 12 on news. TMEN up 12. CERE up 10, climbing out over bottom lines (50-days). XSNX up 7. BWEN up 4, new high. CSIQ up 4, new high. SPWR up 3, new high .... PPRW down 26. GWBU down 21. ALTI down 11, ride over. BFRE, USEI down 11. NTCXF down 3. RVLT down 2.

MONDAY CLOSE ... Market up 64/23/7. Volume light ... (stock #s in %) WTWO up 50. NGLPF up 41. PTOS up 30. SWET up 22. ALTI up 20, another new high, day 7 of surge. HIIT up 18, new high, day 2 of surge. ENSL up 14. XSNX up 11. KNDI up 10. breaking downslide. CBAK, CSOL, NFEC up 9. GPRC up 8, new high. RVLT, NTCXF up 6. SPWR up 4, new high. CSIQ up 3, new high .... CRGE down 57. HOKUQ down 47. SLMU down 42. GERS down 33. PPRW down 25. AMEL down 21. CSKH down 20. CABN down 18. AQNM down 17. MMMW down 16. PRHL down 15. UBRG down 12. XIDEQ, AMLM down 10. CERP down 2. NENE down 1.

STUFF ... US crude oil production up to 7.83Mb/d mid Sept, 24-yr high ... IEA forecast non-OPEC crud production to increase 1.7Mb/d in '14. MOst increase from US, Canada, Kazakhstan ... Iran flaring 1.4BCF/d of NG from oil production. $8B needed for pipelines, infra to get it to market ... Turkey reportedly building NG pipe to Kurdish fields in Iraq ... China's crude oil imports up 25% in Sept over Aug to 6.25Mb/d, new record, more than US ... China 3Q GDP announcement this week. 7.8% expected ... China Sept car sales 21% over last Sept. 1.6M ... Replacement of 4 Beijing coal plants with NG to cost $7.8B. Online by '15 ... Caspian Pipeline ro reduce Nov shipments 663Kb/d - 10% ... Iraq agreement with Swiss comp to build S Iraq's 1st new large scale (150Kb/d) refinery in 30 yrs. $6B. Online by '18 ... Startup of 3 large new energy projects in last few weeks. Kazakhstan's Kasahagan oil field, Caspian Shah Deniz NG field, Iraq's Majnoon oil field ... To meet domestic, global demand by '20, Sauds will have to pump 12.5-15Mb/d. Now ~10M ... US refiners selling more refined fuels abroad than ever ... ~434Gw of coal power to be added globally by '20, 241Gw NG, 92Gw nuke. Euro coal prices for '14 delivery at all-time low $81.75/ton ... Govt says BP spilled 4.9M bls in Gulf. BP says 3.26. 810K collected in cleanup ... Price of solar PV cells down 99% last 25 yrs ... Darling buying Vion (Holland) for $2.2B for biodiesel feedstock ... MIT: Ethanol may not lower pump prices ... 1st biomass to power project in China. 18Mw. Part of 600K ton ethanol plant in construction ... EPA proposal for biofuel blending cut to 15.2B gal for '14 from 18.1B. The "blend wall" ... Somalia seeks foreign investment in energy sector. Big oil cautious ... UCLA synthetics breakthrough to increase biofuel production 50%. Non-oxidative glycolysis to replace glycolysis ... GDF Suez (France) to build, op 1st floating LNG import terminal in Uruguay. Online in '15. Up to 7.6MCF NG ... Six laws, dozen regs passed recently in Cal for $2B commitment to clean transport ... Giant catamaran built to carry decommissioned N Sea oil rigs to shore ... China official blames Beijing's smog on cooking fumes ... Limited range holding up EV demand in US in rentals, sales. 140K on road. Goal 1M by '15 ... Canadian Solar (CSIQ) looks set to return to profitabliity after selling 4 plants ... Goldwind: China wind turbine makers unlikely to consolidate through M&A ... Solar Grid Storage to raise $50M fund next 12 mo ... Transmission distances, lack of investment in small projects main barriers for Russia clean energy development ... Quadran, IDEOL to joint develop 500Mw offshore France wind by '20 ... Dominion VA Power finalized lease for 2Gw offshore VA wind. 113K acres ... EDP unit selling 49% stake in 100Mw French wind farms to Axpo (Swiss) ... African Development Bank raised $500M from inaugural Green Bond.

MONDAY OPEN ... Market down 72/15/8. Volume light (semi-holiday) ... (stock #s in %) VLNCQ up 41. CCGI up 12 more, day 2 of surge, hit top line. USEI up 11. WSGP up 9. CBAK up 8, new high in day 2 of surge. WEST, NTCXF up 5. RVLT up 4 more, double since last month .... CRGE down 57. CABN down 37. GWBU down 27. PPRW down 25. CSKH down 20. XIDEQ down 10. BSRC down 9. XDSL down 8. PLUG down 7.

FRIDAY CLOSE ... Market up 111/31/10. WTI down under $102. NG up to $3.77 ... (stock #s in %) WTWO up 100. CABN up 63, 2-day double. ALTI up 36, another new high, day 6 of surge. GWBU up 30. CCGI up 29. CBAK up 24. SCTY up 23. BFRE up 13. AMLM up 11. CPWY up 10. XDSL up 9. LSCG up 8. NTCXF up 8, back over top line. BWEN up 7, another new high. CERP up 7. RVLT up 6. WEST up 5. EFOI up 5, new high .... ECOS down 50. ASIUF down 44. VLNCQ down 29. AMPD down 17. EWRL down 15. FNVRF down 13. CSGH down 11. WSGP down 10. SENY down 9.

STUFF ... France Supreme Court upheld fracking ban v. US comp challenge ... TX judge called air/atmos a natural resource. State "EPA" appealing ... Canada poised to add 4.5Gw wind power next 3 yrs ... Exploding spruce beetle outbreak in Colo linked to long-term drought ... Green Climate Fund began shaping projected $100B effort ... Multinational utility chief says coal will have to reduce its role ... Startup fund seeking midstream deals in heart of shale plays ... New Brunswick LNG import facility gas flare drew in over 7K migrating birds to their death ... Energy modelers see little econ, climate benefit to US NG boom ... Pipeline leaked over 20K bls crude in ND ... Congo open to more investors joining 3 groups bidding to build 4.8Gw $12B hydropower project ... UK may approve new rules to block "inappropriate" solar parks ... Global rush to embrace biofuels growing threat to ecosystems, wildlife, human health: Post Carbon Institute ... 6.8M bl increase in US crude stocks on Wednesday. Over 4x than expected. Cushing stsocks down 31M bls last 14 weeks. Probably no longer much of factor in WTI price. Crude prices forecast to decline rest of year ... EIA expects NG to avg $4 in '14 ... Shell opened Iraq oil field. Initial target 175Kb/d. Baghdad wants 200K by yearend ... China demand for LNG should rise a lot next 10 yrs if efforts to clean air continue ... EIA out of reserve funds, employees sent home ... DOE lab found no issues with E15 ... Toyota slashed costs for HFC vehicle ... Pipeline spill off Mumbai ... Molten salt heat storage at 280Mw solar plant in AZ enables power gen at full capacity up to 6 hrs after sunset ... US signed nuke tech deal with Vietnam ... Solar City (SCTY) expects '14 installs to near double '13 ... ET Solar providing 4.8Mw of panels for 2 Chile projects ... Apex Clean Energy (VA) to sell 200Mw of 300Mw $430M wind farm project online in '15 to AEP's OK subsid ... Boeing, S Africa Airways partnering on biofuel supply chain for avfuels ... SSE to halt UK offshore wind investment until '15 ... Clean energy investment fell to 4-yr low in 3Q ... juwi (Germany) launched JV in Dubai ... Europe Investment Bank could lend 200M Euro for Indian clean/renwable energy projects ... Fed judge threw out Rolls (China) lawsuit v. Obama over 4 wind farms denied in OR over national security ... Google invested $103M in 266MW Silver Ridge Power solar plant.

FRIDAY OPEN ... Market flat, mixed ... (stock #s in %) CCGI up 29, jump after over 2 month fall. SCTY up 21 on news, jump off top lines (50-days). AXPW up 11, hit bottom lines (50s). CBAK up 10, up near 5x since April. CPWY up 10. WEST up 3. PLUG up 3 on news. XSNX up 2. RVLT up 1 .... HOKUQ down 47 on 200 shares. ORYN down 18. CSGH down 15. EWRL down 12. AMLM down 11. ZAAP down 10. SENY down 8, the 2-day ride up over.

THURSDAY CLOSE ... Market up 323/83/36. Volume a little heavy. WTI under $103 ... (stock #s in %) HOKUQ up 98. ENSL up 37. ORYN up 22. EFOI up 21, new high, double since Sept, 4x since April. CSGH up 18. PLUG up 17 off top lines. EWRL up 16. MMMW up 14. GPRC up 13. AXPW, PSPW up 11. ALGXY up 10. CSIQ, HSOL, OESX, LEXG up 9. RVLT up 5. NENE up 3 .... WTWO down 50. XSNX down 20. BHWX down 16. DSTI down 14. ASPW, SRWRF, WEST down 12. WSGP, SENY, LEOM down 11. GSPI down 10. CERP down 2.

STUFF ... CItibank: utilities are dinosaurs waiting to die ... If humans keep emitting GHG's at current rates in 34 yrs from now Earth will experience "new kind" of hot: study. Climate's natural variability, temps will consistently sit higher than ever ... Little global movement in carbon capture from coal plants ... Melting AK permafrost reaching "major transition point" where methane will be released ... Japan farmers cultivating crops, generating solar power on same land ... Beta Renewables (Italy), Novozymes (US) opened world's largest cellulosic ethanol plant in Italy. 75M liters/yr from ag waste. Wheat straw, rice straw, arundo donax feedstock. Extracted lignin used at attached unit that powers the plant. Excess el sold to local grid ... New research found how to reduce ethanol damage to pipelines ... Brazil ethanol exports to US fell by half in Sept ... Huge demand sees used Tesla S's selling for up to $130K in Norway ... Chesapeake's new CEO fired 1,200. Focusing on NG production ... States impounding frack water to save enviro, money ... Koch Energy buying Odessa NG combined cycle plant. Supplies ERCOT. Taxable value ~$304M plus $14M assets ... Kaneka (Japan) 12.7Mw solar plant online. Their own thin-film ... NRC fuloughed thousands. Historic 1st ... Secret recording caught coal industry boosters laughing at climate change, NW export strategy. (Remember secret recording of Mitt Romney?) ... Enviro groups using '70's slow jams, mockery to shame congressional climate change deniers. (Psycho warfare.) ... SC man mowed Lincoln Memorial lawn to help during shutdown. Utah senator defying shutdown with walk through Zion Park ... Appeals court won't hold up Keystone construction in OK, TX ... First Solar (FSLR) AZ factory that never made panels sold for over $100M ... FERC suing Barclay's for gaming power markets .... Nations signed treaty to curb mercury production, use ... Ap to salvage MT roadkill ... Louisiana upping chlorine in water systems to kill brain-eating amoeba ... Russia accusing Greenpeace acitivsts of carrying drugs onboard ... Seawater radiation levels hit 2-yr high offshore Fukushima ... Saskatchewan tender delay holding up Sky Harvest's 350Mw wind portfolio ... NADB closed $50M for 19Mw Calif solar ... PNE Wind (Germany) to build 100-200 wind power in Scotland ... CPFL unit (Brazil) to borrow $240M to finance wind portfolio ... Siemens consortium selected for US Army $7B program ... India, Germany to invest $1.6B in 1st phase in Rajasthan, Tamil Nadu wind, solar ... Chile approved 500Mw wind farm ... Brazil's power ministry got aps for 625Mw solar projects ... Over 6K wells pumping light sweet out of Bakken. To double shortly.

THURSDAY OPEN ... Market up 192/62/20. Naz back above 50-day lines. WTI over $103 ... (stock #s in %) ORYN up 37. SENY up 11 more on day 2 of surge over all lines. BLDW up 12. PLUG up 11, top lines held. KIOR up 9. LEDS up 6, bottom 200-day line held. NTCXF up 4. RVLT, CERP up 3. NENE up 1 .... GWBU down 18. WSGP down 10. WEST down 6. XSNX down 2.

WEDNESDAY CLOSE ... Market flat, mixed. Naz volume very heavy. WTI under $102, US crude inventories grew most in a year ... (stock #s in %) ECOS up 100. SENY up 79, leap over 3 bottom lines off double bottom on huge volume. No news seen. CERE up 30, jump off bottom lines (50-days) with volume. MGLT up 25. ALTI up 22 more, new high, day 4 of surge, double. I haven't seen any news. LMRMF up 19. CSGH up 17. DSTI up 14 on springback. URRE up 13 off bottom. ZNNMF up 13, climbing out since late last month. XSNX, USEI up 12. BFRE up 10. EFOI up 10, triple since April. WEST, XDSL up 10. RVLT up 1. ACFN up 1, plunge stopped, lawsuits starting .... CBWP down 41. CRGE down 22. BLDW down 20, back to bottom of range. ENSL down 20. EWRL down 18. SWET down 15. PSPW, CCGI down 14. AWSL down 12. CERP down 11. NENE down 5. NTCXF down 2.

STUFF ... Global VC funding for solar power spiked to $2.18B in 2Q13, over 2x 2Q12 ... EU Parliament voted to force comps to carry out enviro studies before fracking ... OECD head calling for global effort on climate change. "World should elim all emiss from fossil fuels before century over." ... GAO: shortage of lithium for 2/3 of US nuke reactors looming. Lithium 7 made now only in Russia, China. US shut down its facilities to make it in '63. Would take 5 yrs, $10-12M for US to rebuild ability ... EPA considering scaling back '14 targets for corn ethanol, advanced biofuels production ... BLM cancelled NM oil/gas lease sale due to shutdown ... Key Antarctic research shut down from shutdown ... FBI investigating power line attacks in Ark ... Honda challenging Prius hybrid market with Fit ... Complete transformation of utilities biz model on tap because of distributed generation ... Colo officials finding no evidence of spilled oil in flood-ravaged waterways ... Cal bill now law extending net metering, RPS ... Individual shale gas well decline rates 80-95% after 3 yrs in top 5 US plays ... E85 retailing for ~$2.50/gal in Cleveland ... Petronas (Malaysia) to invest $30B more in Canada LNG industry. BC LNG export terminal, pipeline, NG extraction, processing ... Global uranium demand predicted to rise up to 48% by '23. Arena (FR) says to buy now. U prices in Aug lowest in 7 yrs ... UK revealed strategy to install up to 20Gw solar capacity over next 10 yrs ... Gamesa to supply 202Mw to Iberdrola for S TX wind farm. Online by '15 ... Indian wind farm developer backed by IFC halted plans to expand this FY citing govt subsidies came too late. 150Mw planned. 800Mw planned by '17 ... 1st US-Indonesia geothermal project to be developed by Ormat ... GE to supply 60Mw Ontario wind farm turbines ... Wermuth expects to close 250M Euro Russia green gateway fund by 2Q14 ... Solar City (SCTY) buying Zep Solar for $158M ... Fisker assets auction Friday ... Norway's new govt to end grid monopoly, boost renewables, NG ... GDF selling 28% stake in Australia power assets to Mitsui. 5 power gen assetsincluding 46Mw wind farm.

WEDNESDAY OPEN ... Market flat, mixed. Volume heavy, Naz below 50-day lines. WTI down under $102. Gold falling ... (stock #s in %) ORYN up 49. SENY up 36 on news, off double bottom. MGLT up 28. URRE up 18, jump to bottom line. EFOI up 12, back near top. CERE up 10 off bottom lines (50-days). XDSL up 10. WEST up 7 .... CBWP down 41. GERS down 33. CRGE down 22. GWBU down 21. XSNX down 12. EWRL down 10. CERP down 8. NTCXF down 3. NENE down 2. RVLT down 1.

TUESDAY CLOSE ... Market down 159/75/20. Natgas $3.70. Naz back to 50-day lines on slightly heavy volume. Dow down to 200-day lines on light volume. SPX under 50-days on light volume. Poll: Congress worse than roaches, fungus. Plunge in US econ confidence worst since Lehman. Japan joined China in concern over US debt ceiling fight. German factory orders down. Backlash from utilities over batt storage/solar ... (stock #s in %) CRGE up 190. IFXY up 73 on 1K shares. AWSL up 29 on 600 shares. ENSL, SOPW up 28. CERP up 21. LEOM up 16. ALTI, BLDW up 15. OOIL up 10 .... JUHL down 20. XDSL down 16. SENY down 14. GRPH down 13. WEST, CLNE, DSTI, PLUG down 12. EWRL down 11. ACFN, CGYV down 10. ACFN news. BFRE down 9. KIOR down 9 on news. NTCXF down 4. NENE down 3. RVLT down 1.

STUFF ... Rapid ocean acidification endangering krill (the base of ocean foodchain) ... MN's largest coal unit restarted ... Harvard won't divest from fossil fuel industry ... Alaska Supreme Court 1st to hear climate change case ... Corn prices now low enough to make ethanol production profitable ... UAE state-owned energy comp approved for Kurdish Iraq oil field development. 30Kb/d planned ... U of VA scientists estimate 10-18 gigatons CO2 could be stored in Marcellus after extraction of NG ... 4 arrested in plot to sabotage Iran nuke facility ... Kazakhstan N Caspian oil field now back in production after NG leak fixed. Was at 48Kb/d. 75K target for Oct before leak. 9-13B bls economically recoverable. 35B bls total ... Tata Power (India) buying AES (US) 39Mw wind biz to boost capacity to 437Mw ... Indian developer sold 33Mw wind farm for $11M ... New England's largest coal plant to close by '17 ... Recurrent Energy sold 86Mw of solar - 8 projects - in Ontario to Met Life, Fiera Axium ... Development Bank of Brazil lending $275M for 10 wind farms - 258Mw total - in Brazil ... Spain proposing new tax on solar power producers ... Europe Bank for Reconstruction, Development to lend $94M for 3 wind farms - 103Mw total - in Poland ... Canada waste-to-energy comp Anaergia raised $47M in private placement.

TUESDAY OPEN ... Market down 14/10/1. Volume a little light. WTI up to $104. IMF cut global outlook to 2.9% this yr, 3.6% next from 3.1%, 3.8%. Short US shutdown, debt ceiling deal figured in ... (stock #s in %) HOKUQ up 106. AWSL up 29. LMRMF up 27. BLDW up 20. ALTI up 18, day 3 of surge, new high. CERP up 16 on order news. NPWZ up 14. HSOL up 11, new high, up 5x from May. BHWX up 11. CCTC up 10 on news. AMPD up 10. BWEN up 3, matched yesterday's top. WEST up 3 .... JUHL down 20. DSTI, GRPH down 14. UBRG down 12. PLUG down 10 after reporting. CGYV down 10. ACFN down 9 more, new low in day 5 of plunge. NTCXF down 1.

MONDAY CLOSE ... Market down 136/37/14. Volume light. Buffett reaped $10B from crisis investments. Central banks down $540B on gold fall ... (stock #s in %) WTWO up 100. JUHL up 25. CSUN up 20. LTBR up 15. CSGH up 14. ALTI up 12. NFEC up 11. XSNX up 8. NTCXF up 3 .... IFXY down 42, ZNBR down 40. CRGE down 38. ACFN down 31. CSOL down 30. SOPW down 26. MGLT down 23. ENSL down 18. LMRMF down 17. SWET down 16. ORYN down 15. EWRL down 14. SRWRF, AWSL down 12. USEI, LEOM down 11. NPWZ, XIDEQ down 10. CERP down 7. WEST, BFRE down 4. RVLT down 3. NENE down 1.

STUFF ... US poised to be world's largest producer of petrol products, NG by yearend: EIA ... Canadian Solar (CSIQ) launched finance program targeting US residential market ... UN group moved to develop global airline emission rules, rejecting EU system ... NRC postponing public meetings in shutdown ... Kansas Supreme Court unanimous decision to scrap permit for Sunflower El Power coal-fired power plant project ... Decline in Greenland caribou from dwindling Arctic sea ice ... Giant meltwater channels contribute to Antarctic ice shelf loss: study ... Cleveland aims to reduce GHG emissions 80% by '50 ... First Energy to close 2 coal power plants in PA ... Trans Canada delaying ap for $12B Energy East pipeline ... EU proposal to regulate land for biofuel crops stalled in Parliament ... Industry coalition demanding UN panel withdraw report linking biofuels to food insecurity ... UCLA scientists found way to produce 50% more fuel from sugar ... Beijing to build 4 NG power plants to replace 4 coal power plants ... Cooling pumps failed at Fukushima ... Iraq oil exports fell to 2.1Mb/d in Sept from 2.6M in Aug. Basra oil terminal construction, north pipeline bombings, projects slippage ... Noble Energy found NG deposit off Cyprus. Up to 6TCF ... India making deals with Russia on LNG, nuke techs ... West Canada's 1st crude-by-rail terminal to start shipping 50Kb/d oil sands crude to US next month. Expansion to 100K by 2H14 ... Chevron draft shale NG production agreement with Ukraine ... Gazprom to begin Arctic oil production this year. Greenpeace activist "pirates" still in jail ... Brit comp to survey onshore Lebanon oil/NG potential ... Japan's GHG emissions 2nd highest on record last FY. Fossil power replaced nuke ... Bangladesh began building their 1st nuke power plant. To provide 10% of country's power. Govt plans 20Gw total power capacity by '21 ... OPEC: N America oil production to start falling in '19 from decline in shale oil wells ... Koch said ops at its 1st LNG production facility in Eagle Ford to start in '15. To supply Eagle Ford production ... Uganda to approve oil production licenses for at least 6 of 20 fields ... Shell plans to sell its 100K acre Eagle Ford stake, 600K acres in Kansas ... S Africa to source biofuels, sorghum production may grow 5x ... ND to be 9th state to offer E15 ... World fossil fuel demand too high to be controlled: anonymous ... Rigzone.com solving oil industry generational gap of knowledge, experience, wisdom ... LNG locomotives to be common in US by '16. In '11, US railroads used over 3B gal of diesel ... US frack industry has used 250B gal of water since '05. Over 80K wells drilled. 127T gal in Lake Erie (3% of Great Lakes) ... 49Mw biomass plant to be built near Tokyo. Online by '16. $165M. Woody biomass, palm kernel shells feedstock ... Sumitomo to build 35Mw geothermal power plant in Indonesia. Online mid '15 ... Schmid (Germany) to build S America's largest solar panel factory in Argentina. 70Mw/yr capacity ... Local comps, Swiss developer dominated Russia's clean energy auction ... Tata Steel targeting downstream PV cost reductions with commercial ground mount system ... Bluefield Solar Income Fund to buy 5 English PV projects ... Egypt to launch 200Mw solar tender this month. 10 20Mw plants ... UK subsid in Philippines to build $500M clean energy projects by '17 ... China bank providing $18M for 27Mw wind farm in S Africa ... Abengoa 400M Euro share offering ... Solar Grid Storage (PA) to raise $50M to finance 50Mw of solar/batt storage projects ... Calif "Shared Renewables" bill now law. Allows all customers of state's largest utilities to buy 100% of el from clean/ren sources.

MONDAY OPEN ... Market down 78/13/7. Volume a little light. WTI down under $103 ... (stock #s in %) WTWO up 100. ORYN up 55. CSGH up 51. CRCL up 32. BLDW up 28 on news, broke through downline. LTBR up 20 on news. ALTI up 19, day 2 of surge. NFEC up 15, bounce off top lines (50-days). SSOL up 10. EFOI up 9 on news. BWEN up 8 on $106M new orders, new high. RVLT up 4. LEDS up 3, just above top line (200-day). XSNX up 2. WEST up 1 .... ASIUF down 52. IFXY down 42. CSOL down 30. MGLT down 23. ACFN down 21, gap new low. SOPW down 21, comeback after Friday jump. ENSL down 18. BFRE, SRWRF down 15. TMEN down 14. UBRG, USEI down 11. MMMW, LEXG down 10. CERP down 2. NTCXF down 1.

FRIDAY CLOSE ... Market up 76/33/11. Volume light. WTI under $104 ... (stock #s in %) PPRW up 100. AEHI up 52. CSOL up 42. SOPW up 36, very heavy volume, new high. BLQN up 33. CSKH up 25. ALTI, LMRMF up 19. WEST up 15. LSCG up 14. AWSL, RNWEF, TMEN up 13. CCGI up 10 on news. RVLT up 9. CERP up 6. NENE up 1 .... CPWY down 63. WTWO down 50. CSGH down 35. LEOM down 19. EFOI down 17. NGLPF, OOIL down 16. BLDP down 15. ENSL, SSOL down 14. XIDEQ down 10. NTCXF down 1.

STUFF ... Gazprom facing $15B fine in EU antitrust case ... Avg fuel econ of vehicles sold in US last 2 yrs exceeded govt expectations ... Govt shutdown of websites access, data making climate research difficult ... Mississippi Power announced costly delay to carbon capture coal plant completion ... IMF calling for energy subsidy reform ... Noble hit NG-rich zone near future LNG export project ... Crude by rail terminal unveiled in Philly ... South leg of Keystone pipeline near opening. 700Kb/d capacity. Cushing to Gulf coast ... Iran facing NG shortage in next 2 yrs. Development of giant field not proceeding quickly enough. Already importing 40M cubic meters/day from Turkmenistan, but still forced to burn oil for power gen ... 1K Iraqis killed in terror attacks last month ... Inspectors now in Syria to oversee destruction of chem weapons, capacity to make them ... Venezuela tossed out 3 US diplomats accused of plotting to sabotage grid, econ ... Bluefire Renewables (BFRE) added wood pellet plant onto Miss ethanol plant ... India oil marketing comps set to miss 5% ethanol mandate this year and E10 set to begin in Dec ... Argentina, Indonesia not standing for EU anti-dumping duties ... MIT accidently discovered making energy from condensation. Could lead to drawing power from atmos ... Cost of production of UK shale NG expected to be much higher than in US. Unlikely to bring down power bills ... Thin film solar (mostly from FSLR) topped India panel performance in 1st year of ops. Avg capacity utilization factor 19.6% v. 18.5 for competing techs. Thin film performs better at high temps ... Hewlett Packard asking suppliers to slash emissions ... Marubeni closed 100M Euro investment in Mainstream Renewables (Ireland) ... EDP Renewables got 20-yr PPA for 100Mw Calif wind project ... World Bank's IFC to fund up to $300M of Middle East clean/ren power this year ... Standard Bank, Norfund to finance $150M for 60.8Mw Kenyan wind project ... Allied Irish Banks 200M Euro fund to finance Irish wind projects ... India cabinet approved 750Mw solar auction for this month ... Serbia subsid of Fintel (Italy) approved to build 117Mw wind farm in Serbia ... PG&E to offer targeted el rate deductions to promote econ development ... TVA generated most el ever in FY13 from its 29 hydro dams in 80 yr history.

FRIDAY OPEN ... Market up 29/21/7. Volume light ... (stock #s in %) WTWO up 50. USEI up 44. BLQN up 33. AWSL up 29. BFRE up 16. EVSI up 13. CERP up 11. RVLT up 10. RNWEF up 10. LEDS up 7, over top line (200-day). WEST up 6. ASTI up 2, yesterday's surge on WalMart to stock their chargers. BWEN flat, hit another new high, up 60 since early Aug .... CPWY down 36. IFXY down 33. ENSL down 21. LEOM down 19. BLDP down 14 on new offering, back below top 200-day line. SSOL down 14. NGLPF down 14. NTCXF down 2.

THURSDAY CLOSE ... Mart down 136/40/15. Dow under 15K. WTI $103. Strong volume. NYC Opera filed bankruptcy. Karin fallin apart latest forecast ... going into night ... (stock #s in %) MMMW up 36. (Somehow they got front page news (2nd spot) this morn on Yahoo.) IFXY up 30. Not a clue. CRGE, MGLT up 25. OOIL up 23. AMEL, ASTI up 22. HOKUQ up 18. FNVRF up 16. EFOI, ZNNMF up 10. NTCXF up 7. CSIQ up 4, another new high. RVLT, CERP up 3. WEST up 2 .... AEHI down 34. AWSL down 31. BLQN down 25. ZNBR down 23. CABN down 22. LMRMF down 20. SWET down 19. EVSI, ORYN down 16. NPWZ down 15. VLNCQ down 14. XDSL, SATCQ, EWRL, BFRE down 13. NFEC, XSNX down 11. CBAK, USEI down 10.

STUFF ... US can save homeowners millions of dollars, billions of dollars in avoided air pollution costs with DOE's proposed rule for furnace fan energy efficiency standards ... Clean Energy Fuels (CLNE) selling fuel made of methane from landfills, other waste at gas stations in Calif. Expects to sell 15M gal this yr ... Yosemite's key source of water (glacier) shrank 62% in past 100 yrs ... 10K walruses unable to find Arctic sea ice hanging out on Alaska north coast ... Forecasts of mild winter in US to restrain NG prices into '14 ... Dangerous levels of radioactive materials from fracking accumulated in PA stream. Being cleaned up ... Over 1K bls oil spilled in Colo floods ... 2 Chinese comps to build 2 solar plants in Xinjiang. 500Mw, RMB 6B plant online in '18. 1Gw solar development for RMB 10B online by '16 ... Primus Green Energy (NJ) commissioned 100K gal/yr NG-to-gasoline demo plant. Process fraction of cost of traditional gas-to-liquids tech ... Minnesota to finally implement B10 mandates ... Algenol: their algae-based fuel 75 cents below current market as soon as '14. $1.18/gal production cost ... EU set final anti-dumping duties on Argentine, Indonesian biodiesel ... BDI Bioenergy (Germany) to retrofit biodiesel plants in US, UK ... S Africa to get E2, B5 mandates Oct '15 ... Fusion breakeven very close at National Ignition Facility ... Japan 5th country to reach 10Gw solar capacity ... London Regeneration Project to be world's most sustainable development. 1.5B Pounds ... Liberty Interactive (LINTA) investing $300M in Abengoa solar plant. Largest CSP plant in world ... Geronimo Energy to install rooftop solar on 8 Slumberland Furniture stores, distribution warehouse, corp office in Twin Cities area. 400Kw total ... Kanematsu (Japan) to build 54Mw wind farm, underwater power lines in Philippines for Trans-Asia Renewable Energy. Over $102M ... India plans to sell solar power at record low rate from 4Gw solar plant. $89/Mwh ... El Salvador to solicit bids for 40Mw wind power, 60Mw solar in Nov. Grid now ~47% oil, diesel powered ... Italy courts seized GSF solar plants, complicating Suntech bankruptcy ... Threats to oceans increasing faster than thought: report ... Mississippi carbon capture coal plant stalled completion date ... Audit criticized DOE's handling of Hanford cleanup ... New solid waste recycling standards in China ... Effort to avert one Fukushima leak caused another ... Rurelec to build, invest in $80M solar plant in Atacama ... Vestas views Russia, Kazakhstan as key to E Europe growth areas ... Iberdrola to invest $150M in 76Mw NH wind project ... IWEA: power comps to spend 4.7B Euro on Irish wind farms by '20 ... Invenergy closed finance for 200Mw Neb wind farm ... Vestas closed nacelle plant in Italy ... Monsanto to buy weather data firm Climate Corp for $930M ... Goldman Sachs, Danish pension funds to buy 26% stake in DONG Energy for $2B ... Calif non-profit installing free rooftop solar for poor folks to lower their el bills at least 50% ... Washington DC became 10th "state" to enact community solar legislation. Happy trails folks.

THURSDAY OPEN ... Market down 119/33/12. WTI down under $104 ... (stock #s in %) ASTI up 33 on heavy volume, jump off lines to near May, July tops. MMMW up 27. MGLT up 25. ZNNMF up 21, jump off top line, up 50 since late Sept. FNVRF up 16. HOKUQ up 12. NTCXF up 10, back to top line (200-day). XSNX up 7. HSOL up 5, new high. CSIQ up 4, another new high. CERP up 4. WEST up 1 .... IFXY down 33. ZNBR down 23. SATCQ down 13. CHGI down 12. UBRG down 11.

ANECDOTALS ... This summer, parts of Hungary, Germany, Austria had worst flooding in history ... Some roads melted in UK in driest July ever ... Calgary Alberta had worst flood in its history ... Singapore had its 1st ever hailstorm ... Unprecedented monsoon flooding in Indian Himalayas in June ... Driest Neb year on record ... Driest year in TX ever ... Highest Dec 25 S Pole temp ever in '11 ... Anchorage record snowfall in '12. Hurricane Sandy largest ever - 943 miles across ... Typhoon Bopha $1B damage in '12 ... Switzerland 130MPH winds in '13 ... 129 degrees in Death Valley in '12 hottest June temp ever recorded on Earth ... 358 tornados in US in 72 hrs in '13, largest # in known world history ... Moore OK widest tornado in history - 2.5 miles - in '13. Central Europe flooding in June '13 $16B damage ... FEMA: '53-'89 avg 23 major disasters/yr. In '90's, 46/yr. '00-'09 56. In '10, 81. '11 99, $60B damage. '12 fell to 47, but $110B damage ... Early 1900's Ottoman Turks felled enormous amount of trees in Mideast to build raliway from Damascus to Medina. Now the region is desert.

WEDNESDAY CLOSE ... Market down 58/3/1. WTI up over $103. Shell station across street lowered gas 10 cents to $3.59 ... (stock #s in %) USEI up 42. HOKUQ, CRGE up 33. SWET up 32. CSGH, GSPI, PTOS up 20. EFOI up 18, back to May top. CHGI up 15, back to bottom lines (50s). PRHL up 13. PEIX up 12, surge over bottom lines (50s) with volume. QTWW up 12, another new high, double since early Sept. AMPD up 12. CABN up 11. ZNNMF up 10, up at top line (200). CERP, XSNX up 5 .... AQNM down 58. WEST down 21, back on 50 day lines. TMEN, MGLT down 20. PSPW down 14. MMMW, FNVRF down 12. CSKH, ORYN, WWPW down 11. CSUN down 10. RVLT down 9. TSLA down 6 on downgrade, news. NENE down 5. NTCXF down 4.

STUFF ... KIA announced plans for their 1st EV for US ... Waves of jellyfish shut down Swede reactor. 1 of world's largest reactors ... Canadian Solar (CSIQ) sold 2 solar plants - 16Mw - to TransCanada. $92M. Part of 86Mw buy for C$470M ... Electric rickshaws in Katmandu ... Calif, Quebec to merge cap-trade programs ... Poland leading opposition to new EU carbon cuts ... Wisc county spending $1M to launch climate adaptation projects ... Indian farmers returning to traditional flood-resistant rice crops ... BP-Dupont JV broke ground of retrofit of MN ethanol plant for biobutanol ... Flesh-eating bacteria killed man who waded in FL river ... 14 Greenpeace activists charged with piracy in Russia. Despite Putin's opinion ... Chile offering up to $14M of grants for marine energy projects. ~200Gw potential from coast, over 10x their grid now ... Conoco putting 1st commercial drone to work in Arctic ... NY fracking opposition at record high in latest poll ... $60M NG liquids pipeline slated for OH ... Sauds, Kuwait, UAE exported record high of crude in Aug. Still didn't offset OPEC .8% decrease (Libya, Iran, Nigeria). Saud highest rate in 32 yrs ... Again, Shell shutting down oil shale project in W Colo after 31 yrs. 800B bls potential. Needed dedicated power plant to heat rock, lack of water to cool plant. This "oil shale" actually organic maristone containing kerogen ... eBay, Ormat (Israel) JV to build 5Mw waste heat to el plant for eBay's new data center in Utah ... Energy innovation suffering with US govt shutdown ... US Army Corps Engineers awarded 11 contracts - $600M - to provide design/build support for energy, energy conservation projects worldwide ... Cool Planet licensing tech for biofuel plants in Malaysia ... Brasil Solair building Brazil's 2nd solar panel factory. $4M for 300K panels/yr capacity. Online Dec ... Solar developer BNRG exiting Balkans, E Europe ... China 3 Gorges, Thai comp targeting 4Gw of wind power in Myanmar ... Abengoa closed $570M finance for solar thermal plants in US ... Canada to invest up to $38M for Enerkem's waste to ethanol plant in Quebec ... S Africa to mandate biofuel blending starting Oct '15 ... Negev Energy to build 110Mw $1.1B solar thermal plant in Israel ... Good Energy Group approved for 30Mw wales solar plant.

WEDNESDAY OPEN ... Market down 139/21/13. WTI back over $103. 166K new private jobs in Sept ... (stock #s in %) CRGE up 33. USEI up 28. CABN up 21. PTOS up 20. SENY up 13 in break up from downline. XSNX up 12. CERP up 9. CSIQ up 2, another new high .... AQNM down 20. WEST down 19, back on 50-day lines. Buy. FNVRF down 12. RVLT down 11 from yesterday's surge. MGLT down 10. CSUN down 8, day 2 off top. NENE down 5. LEDS down 4, also off yesterday surge. PLUG down 3. NTCXF down 2.

SHUTDOWN TUESDAY CLOSE ... Market up 62/46/13. Naz new high, volume a little over normal. US manufacturing expanding faster than forecast ... (stock #s in %) WEST up 58. May not be true. Sure isn't true in my account. But Yahoo reported WEST up 58. RVLT up 51. VLNCQ up 37. GRPH up 37. CSUN up 29. BLQN up 25. SRWRF up 23. MGLT up 22. UBRG up 20. CABN up 19. ENSL up 18. CREE, TMEN up 16. LEOM up 14. AMLM, EFOI up 12. HOKUQ up 11. HYGS, PLUG up 10. CSIQ up 9, new high.... AQNM down 50. GERS down 33. AMEL down 31. PTOS down 25. USEI down 20. NGLPF down 19. POLR down 16. SWET down 12. XSNX, PSPW, ECTY down 10. CERP down 5. NENE down 2.

STUFF ... 8 of America's 9 worst years ever for wildfires occurred since '00. Total area burned expanding each year ... IKEA to sell $9.2K solar panel kits in UK stores ... JA Solar (JASO) supplying 5Mw to Ralco Energy in Israel ... Ford C-Max Hybrid owners to getting $550 rebate to comp gasoline cost beyond what original mileage rating had led them to expect ... Don't count on China shale gas. Reserves less accessible than elsewhere, country's econ not structured to exploit them quickly, then there's the water problem ... Cal approved $2B package of incentives for clean cars, cut some regulatory powers ... Research says fracking methods leave lots of stranded shale gas ... LNG-powered ferry started ops in Argentina ... Arctic institute to research gas hydrates' effect on climate ... NC commissioners want to relax fracking standards ... OH right-to-know laws shed more light on fracking chems ... First Solar (FSLR) added 250Mw in Nev to pipeline. Could start build by yearend, finish by '16. Running out of sites ... U of TX: Barnett Shale NG production down over 20% since '11. ~12K of 16K wells drilled to date now depleted ... USDA study says soil quality would not decline if post-harvest corn crop residue removed for biofuel production ... Brits facing difficult winter due to tight Norwegian NG supplies ... Abengoa started up 2 50Mw CSP plants in Spain. Part of largest solar complex - 200Mw - in Europe ... First Wind started build on 17Mw solar projects in Mass ... VA builder including EV-ready outlet in new homes ... Binz withdrew consideration to head FERC ... India may announce 750Mw solar auction this month after 2-year gap. Offering up to $48M of direct grants ... Japan property developer to build another 6Mw solar in Fukuoka ... JGC (Japan) to build 31Mw solar in Chiba. 10B Yen. Online Jan '15 ... DOE aims to award $100M for energy tech innovations ... Contaminated water leaks at Fukushima after heavy rains ... Deutsche Bank sees clean/renewable energy growth in Americas, Arabia ... EPA facing delays to RFS, emission standards proposals from shutdown ... Daimler consortium to invest 350M Euros in hydrogen refueling stations. To partner with 5 oil/gas comps .... EU ordering Italy, Spain to comply with clean/ren energy obligations ... SSE (UK) may exit UK marine energy market ... NaturEner Energy (Canada) got approval for 210Mw wind farm in Alberta ... Continental Wind (US) closed on $613M finance ... Ming Yang Wind Power (China) won contract for 87Mw offshore China wind farm.

TUESDAY OPEN ... Market up 60/30/9. WTI under $102. Gold under $1,300. Euro zone unemployment steady at 12% ... (stock #s in %) HOKUQ up 251. AWSL up 46 on 300 shares. VLNCQ up 41. BLQN up 33 on 300 shares. SPIR up 27. POLR up 25. RVLT up 25, out of bottom 200s to top 50s. FNVRF up 18. SENY up 13. EFOI, USEI up 12. CREE up 10 on upgrade, back over top lines (50s), covering down gap. NPWZ up 10. QTWW up 10, new high. HSOL up 8, new high. CSUN up 7. LEDS up 6. CSIQ up 3, new high. KNDI, OESX up 3 .... ECTY down 10. GRPH down 9. WEST down 5.

MONDAY CLOSE ... Mart down 128/10/10. Volume heavy ... (stock #s in %) CPWY up 80 on 1K shares. AQNM up 71 on 200 shares. GERS up 50. CSUN up 42, new high. GSPI up 25. DSTI up 21, back to bottom (50-day) lines. TMEN, IFXY up 14. ASTI up 11, off bottom line, over top line. SRWRF up 10, day 4 of rise off bottom. CABN up 10. RSOL up 9, day 2 of rise off top 50s. XSNX up 4 .... ECOS down 50. PTOS down 33. HOKUQ down 32. BLQN down 25. AEHI, POLR down 20. SPIR down 18. BFRE, UBRG down 16. WEST down 14. XDSL, SSOL, ENSL down 12. ENZR down 11. ECTY down 10. RVLT down 6. NENE down 1.

STUFF ... Fukushima reactor pools could break open with earthquake. They store used fuel rods, could release 14K x more radiation than Hiroshima just from 1 pool. Tepco plans to remove 400 tons of rods starting Nov. Major banks offering $6B of finance ... Many US watersheds seriously stressed from lack of water ... TX authority voted to curtail water to SE TX estuary, state's 2nd largest. 5-yr drought ... Record rain in NW US ... Warming waters bringing new fish to New England ... Nigeria signed $1.3B deal with China. China ExIm Bank to loan 75% of cost for 700Mw hydropower plant. Country now has 4.5Gw power gen cap, produces el just a few hours/day ... Digital Fed Credit Union to offer up to $100M loans for Sunpower (SPWR) residential systems. SPWR also to supply Shimuzu with 69Mw for Eurus power plant ... Vestas joining with Mitsubishi to develop 8Mw offshore wind turbines. Mitsu to invest initial 100M Euros, further 200M if targets met. Equal stakes now, Mitsu 51% potential in '16 ... Bloomberg admin report card issued on energy use in NYC's largest residential bldgs ... EU, Indonesia illegal tender agreement ... TX regulators fined 11 oil/pipeline comps in Eagle Ford for pollution violations. 188 operators allowed to fix violations without fines ... Eagle Ford production from 9 major fields up 36% in July yoy to 569Kb/d ... Clean/renewable energy (sans nuke) provided 11.8% power gen in US 1H13. Solar up 32% over 1H12, wind 20% ... 2 of Libya's 3 provinces - having most of oil resources - declared themselves "autonomous", in charge of their own natural resources. Libya oil production back to ~600Kb/d. 4 export terminals still shut. Libya seeks $60B to more than double refining, production ... Cairo got $7B in aid from Sauds, Kuwait, UAE ... CNOOC got production license in Uganda. Development to cost over $2B, production could reach 30-40Kb/d ... Tullow mande new oil discovery in Kenya ... Some of 7K bls seeping from Alberta tar sands sites migrated to nearby lake, sinking to bottom ... New oil tankers ordered before financial crisis now being delivered, causing overcapacity ... Fines against BP for amount of oil spilt in Gulf and their efforts to stop it could hit $18B ... NG use for power gen in US down 14% 1st 7 months of '13. Higher NG prices ... Sudan lifted subsidies for gasoline, nearly doubling pump prices. Deadly protests in several cities ... Kurd Iraq moving closer to declaring independence ... U of Mich researchers say biofuels' carbon neutrality a myth ... U of Alberta researchers developing cost-effective solar cell made with spray paint-like synthetics. Zinc, phosphide nanoparticles ... US Geothermal got over $30M loan for Nev project ... Reykjavik Geothermal to build up to 1Gw of geothermal power gen in Ethiopia next 10 yrs. Up to $4B cost ... Jinko Solar to supply 20Mw modules to China State Grid for 60Mw project in Hebei. Jinko only profitable Chinese solar of 15 in 2Q, 1st profit - $8M - since 3Q11 ... Green Investment Bank (UK) invested 11M Pounds for minority stake in 14.7Mw Wales waste wood to energy facility ... CLP India pool finance agreement to support build of up to 300Mw wind power/year ... Alstom, GDF Suez to joint bid in French marine energy tender ... Lakeside Solar (Canada) to build 50Mw solar plant in Kenya for $145M ... Infinia (Utah) filed chapter 11. Maker of stirling cycle engines for CSP. 200Mw of projects in assets ... Pattern Energy unit raised $352M in IPO ... China intro'd 50% VAT cut for solar product manufacturers ... Report: net-metering policy to cost Calif non-solar customers $1.1B/y by '20 ... EDF dedicated 143Mw solar farm in Cal.

MONDAY OPEN ... Market down 102/12/8. WTI down under $102 ... (Stock #s in %) CSUN up 20, another new high. ORYN up 16. SENY up 13 on news. DSTI, ZNNMF up 9. HSOL up 7, new high. PLUG up 5 more. KIOR up 5 on news. CSIQ up 3, new high. KNDI up 3. TSLA up 1, new high .... BLQN down 35. ASIUF down 22. SPIR down 17. WEST down 16. BFRE down 16. ENSL, USEI down 12. ECTY down 10. BLDW, PRHL down 9. SOPW down 8. XSNX down 4. NENE, RVLT down 3. NTCXF down 1.

FRIDAY CLOSE ... Market down 70/5/6 ... (stock #s in %) WEST up 58 on huge volume, jump over bottom 200-day line. I was bidding. CSUN up 29, new high. BLQN up 25. SRWRF up 23, over bottom (50-day) lines. MGLT up 22. UBRG up 20 on news. CABN up 19. ENSL up 18. TMEN up 16. RSOL up 14 on news. LEOM up 14. EFOI, AMLM up 12. HYGS, PLUG up 10. CSIQ up 9, new high ... AQNM down 50. GERS down 33. AMEL down 32. PTOS down 25. USEI down 20. NGLPF down 19. POLR, WSGP down 16. XSNX, PSPW down 10. KIOR down 8. KNDI down 6. OESX down 5. CERP, NENE, RVLT down 2. NTCXF down 1.

STUFF FRIDAY ... UN panel said 95% certain humans dominant cause of global warming ... Chad says their oil output to triple by '15 ... NC sent money back to EPA meant for baseline water testing for fracking. Also returned money for wetlands study ... Livestock sector has tools to cut near 1/3 of GHG emissions ... Gazprom official predicting US LNG will lose commercial attractiveness ... Statoil's find off Canada coast could be bigger than expected ... Europe partners set record 44.7% efficient 4-junction CPV cell. Target 50% ... ND oil production grew 24% 1H12. Only 7% 1H13 ... US gasoline futures down ~30 cents/gal in last 30 days. Retail prices down only ~10 cents ... Shell had to shut down Nigeria pipeline again. Theft ... Egypt preparing to pay $6B owed energy comps. Still cracking down on Muslim Brotherhood ... Australia group found infrasound from wind turbines quieter than infrasound from human hearts. Wind turbine syndrome therefore myth ... Over 37K gallons oil spilt so far in Colo from floods ... Petrobras - world's most indebted oil comp - moving offices to Netherlands to cut taxes. 25% v. 35% ... Greenpeace activists denied bail in Russia ... Lockheed to work with Atlantis (UK) on 1.5Mw tidal energy project in early '15 ... KIOR got $50M commit from Khosla to double production capacity at Miss plant. $225M 18-month expansion. Plant now producing up to 13M gal/yr cellulosic biofuel from wood, plant waste. Khosla has 26% stake ... State Dept: US can reduce GHGs 17% from '05 level by '20 IF it enacts rules to cut pollution from power plants, curbs methane leaks, spurs energy efficient lighting, keeps policies to boost wind, solar deploy. Down 6.8% so far from '05 ... US Supreme Court to consider review of EPA GHG rules ... New research found emptied shale deposits can store CO2 ... eBay powering data center with fuel cells ... DOT awarded $63M for research on emissions, self-drive Vs ... Japan trading houses growing financial players in Europe offshore wind ... Goldman Sachs unit nears $1.45B buy into DONG Energy stake ... Scot govt denied Gamesa ap for 117Mw wind farm ... Eneco, Mitsubishi, Vestas to build 129Mw wind farm offshore Netherlands ... Asia Development Bank to provide $500M finance for Indian clean energy grid link ... Toray (Japan) bought Zoltek (US) for $584M to pursue wind turbine blade market ... EDP unit, TimberWest to build 300Mw wind farms on Vancouver Island ... NRG Energy, Digical partnering on Caribbean clean/ren development ... Solectria to power largest airport solar install in N Am. 12.5Mw at Indianapolis Intl. Online in Oct.

FRIDAY OPEN ... Market down 83/6/7. Govt shutdown would cut up to 1.4% from 4Q GDP ... (stock #s in %) HOKUQ up 125, back over bottom lines. VLNCQ up 36. SRWRF up 22, over bottom lines (50-days). CABN up 19. WEST up 17. AMLM up 12. CSUN up 10, new high. CERE up 7, over bottom lines (50s) .... CBWP down 40. GERS down 33. PSPW down 25. USEI down 20. NGLPF, MMMW down 16. AMEL down 14. CSGH down 12. ZOLT down 10 on buyout. ENSL down 10. KIOR down 9, back below bottom lines (50s). LEDS, EVSI down 7. OESX down 6. RVLT down 4. NENE, NTCXF, CERP down 3. SZYM down 1.

THURSDAY CLOSE ... Market up 55/26/5. "Buyout good times just starting: Blackstone, KKR... (stock #s in %) AQNM up 87. KIOR up 58. HOKUQ up 53. LMRMF up 17. LEDS, SSOL, up 15. CERE up 14. AMEL, RVLT, ZOLT up 12. CSOL, QTMM up 10. XSNX, LIME, CLNT up 9. ALTI up 7 ... AEHI, AMLM down 20. TMEN down 16. GWBU down 15. CRCL down 14. SENY down 13. CABN down 12. ECTY, FNVRF down 10. KNDI down 2. You check them out. I'm done.

STUFF ... 400K Hiroshima bombs equivalent the GHGs going into the atmos every day: Al Gore ... Drastic weather changes weighing on Trinidad, Tobago farmers ... Icahn launched crude-by-rail JV ... Oil train derailed in Canada. Leaks ... Shell proposing $12.5B NG-to-liquids plant in Louisiana ... Afghanistan got meager bids for developing their mineral, fossil resources. Includes potential 1.5B bls oil. Security threats, regulatory lack, endemic corruption ... Former World Bank economist: some of more damaging potential impacts that could occur from climate change have been left out of scientific, econ models because too difficult to quantify ... Biotricity to build Ireland's 1st biomass-to-el plant. 90K tons/yr of straw feedstock. Online '15 ... DOE: US manufacturers have saved $1B, 11M tons CO2 with energy efficiency investments. They spend over $200B/yr to power their plants ... Demand for solar energy credits in India up over 2x this month. Regulators clamped down on rules ... Japan's large-scale solar market to contract 90% after FY14. Lack of space, fewer incentives ... TEPCO greenlighted to seek restart of 1 nuke plant ... ION Engineering getting $15M from DOE for 1Mw equiv carbon capture pilot project in Neb ... CT continuing moratorium on wind power ... Hale Community Energy plans to build world's largest wind farm in TX. 500-650 turbines. 122K acres. 1.1Gw. 5 phases. 1st online late '15. Rest by '18 ... PNM says nuke, NG, solar best combo to replace coal power ... LM Wind Power plans S Africa wind blade plant ... First Solar (FSLR) bought 250Mw solar project in US ... Duke announced 400Mw new wind farms buildout in TX. 2 200Mw farms ... Enerjisa (Turkey) plans 4Gw clean/ren energy online by '20 ... Sempra bought 75Mw wind project in Neb from Midwest Wind Energy ... LDK Solar got 30-day reprieve on missed bond interest payment ... India set 10Gw solar target for '17 ... UAE to provide $100M for Moroccan clean energy ... Etrion (Canada), Total to build 70Mw subsidy-free solar plant in Chile to supply spot el market ... Jinko Solar raised $67M from stock offering ... NV Energy shareholders approved $5.6B takeover by MidAm Energy (Buffett). NV has no significant clean energy assets, but buys power ... Westar Energy (Kan) priced $249M stock offering ... NRG Solar said Ivanpah solar farm (Cal Mojave) produced 1st output to grid. Largest solar thermal plant in world. 3,500 acres. 377Mw. 3 power towers ... NYSERDA hopes to boost solar power development by new unified permitting process ... Cargill, TEVA Energy commissioned large-scale solar thermal system at Fresno beef plant. Preheats water ... NREL has quantified significant value that CSP plants can add to grid.

THURSDAY OPEN ... Market up 38/19/8. US GDP up 2.5% 2Q ... (stock #s in %) HOKUQ up 53. KIOR up 45 on news, up to bottom line (200-day). VLNCQ up 22. ENZR up 17. BFRE, QTMM up 14. CSOL up 10. BLDP up 8 on news, 2-day rise. XSNX up 7. RVLT up 5, bottom 200 holding. NTCXF up 2. NENE up 1 .... ECOS, PPRW down 50. ENSL down 26. PSPW down 19. CRCL, GWBU down 15. VSPC down 12. WWPW down 11. KNDI down 5.

WEDNESDAY CLOSE ... Market down 61/7/4. JP Morgan looking at $11B settlement. No criminal charges though. Ellison won America Cup. Unsold goods piling up at WalMart ... (stock #s in %) PPRW up 33. SPIR up 28. PSPW up 25. CBAK up 24. CABN up 22. TMEN up 20. CRCL, GWBU, QTWW up 17. ENSL up 16. CSGH, CPWY up 15. AMEL, IFXY up 13. WWPW up 12. ECTY, MMMW, USEI up 11. EWRL up 10. NENE up 3 ... BHWX down 28. BLQN, CRGE down 24. QTMM down 17. BFRE down 16. POLR down 15. CSKH, WEST down 10. NTCXF down 5. RVLT down 2.

STUFF ... Unilever buying 3M gal of Solazyme (SZYM) algae-based oil over next 12-18 months ... High levels of wind, solar in west US could reduce fossil fuel costs $7B, reduce emissions 34%, raise op/maint costs $157M: NREL study. Also fossil plants won't be significantly affected by more solar, wind on grid ... 21 US states issued health advisories, warnings this summer over 147 algae blooms on lakes, rivers, ponds ... Australians creating voluntary climate council after new govt dismantled earlier version ... U of TX computer model concluded "sweet spots" of Barnett Shale have surprising upside ... India to build 4Gw solar plant in Rajasthan. 23K acres. 1Gw 1st phase online by '17. 5 state-owned comps to build. India expected to add 2.8Gw solar next year. 1.7Gw now ... US Sun Shot goals - $1/w installed for utility scale by '20 - unachievable even with new solar techs: Lux Research ... GE breakthrough energy storage tech. "Duration" batt to power underground mining vehicle. 50% weight reduction, 25% less size, 40% less operating range. No lead acid ... Rosneft bought Enel's 40% stake in Arctic NG field for $1.8B ... 1B acres abandoned cropland in world could provide 6% of current transportation energy demand in US from biocrops: Carnegie study ... Washington Gas Energy Systems to build, own. op 3 solar projects in US. Solar Systems finance. 1.8Mw total ... Global energy industry must play greater role in transition to sustainable energy systems if UN development goals to be met: World Energy Council ... Record salmon run in Columbia River. Go bears ... Putin says Greenpeacers broke law but not "pirates" ... Global Capital Finance to close multiple offshore wind acquisitions by 4Q ... EDP US unit withdrew ap for 300Mw OR wind farm ... Local council overturned approval of 1.2Gw offshore UK wind farm ... Solvay unit, Marubeni, CDC Climat formed energy efficiency JV ... Cost of Indian clean/ren cut in half in just a few years to 13 cents/unit (I don't know the unit. I trust it's a Kwh.) ... Quadran Free Energies (FR) to invest 150M Euro in wind, solar next 3 yrs ... US Army selected 13 biomass bidders for clean/ren program.

WEDNESDAY OPEN ... Market down 11/2/0. US new home sales up 7.9% in Aug, durable goods orders up on cars ... (stock #s in %) SPIR up 42 on yesterday's news, from bottom lines to top lines (200s). CPWY up 34, up to lower top line. GERS up 33. TMEN up 29. NGLPF up 21. QTWW up 19 on orders, jump off top 200s, back to highs. ENSL up 16. CABN up 14. VLNCQ up 14 on news. WWPW up 13. XSNX up 12. VSPC up 10, up at highs. SZYM up 6 on news, over top lines (50s). KNDI up 4, new high .... CRGE down 52. BHWX down 34. BLQN down 25. SENY down 12. NTCXF down 6.

TUESDAY CLOSE ... Market down 66/up 3/down 4. Volume probably normal. WTI over $103. 7.8 quake in Pakistan, new island popped up. Kenya siege over ... (stock #s in %) VSPC up 35. BFRE up 30. SRWRF up 29. XIDEQ up 23. ENSL up 19. KNDI, QTMM up 18. AMPD up 17. CPWY, DSTI, ECTY up 13. CERE, LEXG, SPIR, USEI up 12. CBAK, MKTY, SENY up 10. RVLT up 1 .... HOKUQ down 48. AEHI down 44. PSPW down 32. SATCQ down 31. GWBU down 25. RNWEF down 24. AMLM down 23. XSNX down 20. WWPW down 18. SWET down 16. AMEL, BSRC, EWRL down 15. FNVRF down 13. LEOM, LMRMF down 12. SSOL, TMEN down 11. AMRS, AQNM, MMMW down 10. CERP down 8.

STUFF ... GE signed $2.7B of contracts to supply Algeria with 9Gw of power. 6 combined-cycle NG -fired plants for 8Gw. 528Mw from 2 more NG projects for peak demand. Simple cycle 370Mw NG plant. Algeria power demand growing est. 14%/yr avg. 20Gw capacity by '17 ... Increasing concentration of GHGs in atmos could boost frequency of severe thunderstorms across much of US: Stanford study ... Scientists deployed underwater lab to track ocean warming, acidic buuildup ... 3 Mass utilities joined up to purchase more wind energy at under 8 cents/Kwh. Seek to add 565Mw from 6 projects in Maine, NH ... Armenia's nuke plant, built near fault line in '76, got 10-year extension to '26. Russia assist in renovation. 2 376Mw reactors. About 40% of Armenia's power ... Spain town 1st in world to turn sewage into energy. Wastewater, sunlight produces algae-based biofuel. Biomethane a byproduct ... UK hoping for Iran sanctions waiver for BP NG field in Iran. England needs the NG. Joint owned by National Iranian Oil ... China to offer higher prices for cleaner fossil fuels beginning end of year. The pollution is killing them ... Total's giant refinery in Arabia half started. 1st tanker there to haul out products. 400Kb/d facility. Full capacity expected yearend ... Sempra, ConEd unit now equal partners in 2 Sempra solar plants, both 150Mw ... Russia offered their 1st clean energy tender. Subsidies for 39 clean power ventures. 504Mw selected so far. 399Mw solar. Under 50Mw wind. 2.5% clean/ren energy planned by '20. .8% now. Tender offered 1.1Gw of wind cap, 710Mw solar to be built '14-'17. Some hydropower. Plans for 2nd tender for '15-'18. 1.6Gw wind, 496Mw solar, 415Mw small hydro ... Major new EPA report synthesizes over 1K studies of connects among streams, wetlands, rivers, lakes ... Greenpeace activists could face prison on Russian piracy charges for boarding oil drilling platform ... SUSI Partners nears close of 300M Euros energy efficiency fund ... Chrysalix EVC to target $250M with new fund ... NJR to supply "substantial" equity for 1.5Gw OwnEnergy wind pipeline ... High court ruled against Scotland's approval of 103-turbine wind farm in Shetlands ... Asian Energy Investments (Japan), Malaysia to launch $100M VC fund for clean energy projects in SE Asia ... Skyonic began work on US's 1st commercial-scale carbon capture/storage (CCS) plant in TX ... Toshiba to buy wind energy developer Sigma Power Janex (Japan) ... JCM Capital (Canada) closed development finance for underwater HVDC clean energy transmission line from Ontario to Philly. $1B ... Foresight Group (UK) launching 200M Pound solar fund IPO.

TUESDAY OPEN ... Market mixed. Dow, Naz up. Volume normal. WTI down under $103 ... (stock #s in %) XIDEQ up 22, bounce back from last 2 days. VSPC up 20 on news, at top line (200-day). SRWRF up 17 on 1K shares. KNDI up 15 more, back to June tops. CPWY up 13. XDSL, USEI up 12. ZNNMF up 11, crossed over bottom lines (50s). KIOR up 10. LEXG up 10 on news .... BSRC, RNWEF down 19. FNVRF down 18. SATCQ down 15. XSNX, AQNM down 10. NENE down 1.

MONDAY CLOSE ... Market down 49/9/8. Volume normal ... (stock #s in %) HOKUQ stayed up 92. WEST up 38 on news and volume, up to bottom 200-day line. Keep one eye on it. AMEL up 30. BSRC up 24. AMLM, SOPW up 20. XSNX up 19. CPWY up 15. LEOM up 14. TMEN up 13. CSGH up 10. NENE up 4. NTCXF up 2 .... GERS down 25. CRGE down 20. AMPD, VSPC down 14. BFRE down 13. XIDEQ down 12. DSTI, XDSL down 11. AMBT, ENSL, QTMM, RNWEF down 10. RVLT down 8.

STUFF ... Over 1/3 of Libya oil production back online. Valves opened on pipeline between 2 major western oil fields, Med terminals. Production expected to reach 700Kb/d by weekend. Still shutdown of eastern resources. They want their own state ... Dr Ruth Patrick, leading expert on limnology - study of freshwater ecosystems - innovator of enviro principles, practices died at 105 ... Algae-derived fuels have significantly lower emissions than petrol-based, on par or better than other biofuels: study ... Russia urging UN climate report include geoengineering ... Norway nixed carbon capture plans for refinery ... IRS: wind projects in service by '15 eligible for PTC ... CAl stiffened bonding requirement for drillers ... First Energy found more cracks in OH reactor bldg ... US solar energy group says import duties crippling the industry in US and China ... German industry federation calling for renewables policy reform ... Study cites almost 300B bls potential in world from tight oil in 148 areas ... Venezuela to partner with CNPC on $14B oil project in Orinoco belt ... Exxon, Chevron, BP sitting out Brazil's 1st auction of deepwater fields. Asian comps headed up bidders ... At least 10 oil spills from Colo floods ... Cost of el from wind, solar sources in US down over 50% past 4 yrs: report ... BMW launched production of Project i cars. Test of whether cars made of carbon fiber, plastic instead of steel can overcome obstacles to EV adoption ... Cost of lithium batts used in EVs, hybrids likely to be near half of today's prices by '20 ... China incentive program for EVs to drop subsidies 10% next year, another 20% in '15 ... Australia's new govt abolished climate change commission ... Russia GDP up 1.4% 1H13 ... EPA won't require existing coal plants to install CCS equipment ... Abengoa to build $165M 70Mw wind farm in Uruguay. Online '15. Also completing 50Mw farm soon, about to start build on another 50Mw ... Ford plans to install 2.1K EV charging stations for employees ... Green Evolution Capital to invest 200M Euro on 5Gw power line ... Kuwait plans to build $3.3B CSP plant. 280Mw. Pretty darn expensive ... Connecticut approved 270Mw of new wind, solar ... Beothuk Energy (Can) plans to build 180Mw offshore wind farm.

MONDAY OPEN ... Market down 40/11/8. Volume normal. WTI under $104. Merkel win ... (stock #s in %) HOKUQ up 92. AMEL up 25. NGLPF up 23. XSNX up 19. TMEN up 16. KNDI up 7 on news. XDSL up 5. NTCXF up 4 more. NENE up 3 .... BLQN down 34. AMLM down 26. CABN, BFRE down 13. XIDEQ down 12, back to 50-day lines. AMBT down 11. ENSL down 10. RVLT down 6, under bottom line again.

FRIDAY CLOSE ... Market down 185/14/12. Volume over double normal on options. WTI oil under $105. Buffett: debt ceiling fight "damn dumb" ... (stock #s in %) AEHI up 80. NGLPF up 54. HOKUQ up 48. AMLM up 35. GERS up 33. AMBT up 24. GWBU up 22. XDSL up 20. VSPC up 17. CGYV up 16. PSPW, TMEN up 15. AQNM up 14. LTBR up 10. ZOLT up 8. CCTC, PWDY up 6. NTCXF up 4. RVLT up 3 ... ECOS, AMEL down 33. XIDEQ down 32. PPRW down 25. BSRC down 19. SOPW down 17. CABN down 16. VLNCQ down 15. CSGH down 13. USEI down 11. LEXG, CRCL down 10. XSNX down 8. NENE down 5. KNDI, CERP down 1.

STUFF ... EPA proposed to limit new gas-fired power plants to 1K pounds CO2/Mwh, new coal plants to 1.1K. Avg advanced coal plant now emits 1.8K. Combined-cycle NG plant can easily reach 1K ... Admin to revive DOE loan guarantee program. Up to $8B to help coal, oil make cleaner energy/power ... Halliburton pled guilty to destroying evidence after BP GOM spill. 3 yrs probation, $200K fine .... UK wind, marine power sectors employ 3x as many as coal industry ... Clean Coal Tech (CCTC) starting construction phase of pilot plant in OK ... Comp secured finance for 1st US oil sands mine ... New fracking design seen helping Eagle Ford oil output ... NJ town passed fracking ban. 1st in state ... Commercial solar energy storage to overtake residential, utility-scale solar by '17. To grow to 2.3Gw/y from 3.2Mw in '12 ... US govt says EVs need to be louder under 18MPH ... ORIX to develop 2 rooftop solar plants in Japan. Total 2.7Mw ... Sweden has run out of enough trash for waste-to-energy industry. Now imports 80K tons/y, most from Norway, to add to 2M tons/y ... Reliance Power, Areva 100Mw $338M solar thermal power plant to startup in Oct after 5-mo delay. All of India's proposed sol-therm plants - 500Mw - missed startup deadlines ... UK comp to turn abandoned quarries, mines into pumped water storage for wind, solar plants. 1st project $160M for 50Mw ... India offering lines of credit to Cuba for biomass projects. Biogasse feedstock for power plants ... Abengoa to get $33M loan from US Ex-Im Bank to buy Dow Chem heat-transfer fluids for sol-therm projects in Spain, S Africa ... Sea bass stocks at lowest point in 20 yrs ... GIB-backed energy efficiency fund increased investment program to 200M Pounds ... ADP Renewables (Portugal) 250Mw wind project in Maine got 15-yr PPA. Online in '16 ... Rajasthan to build world's largest solar plant. 4Gw. $4.8B ... Iberdrola got OK to build 1Gw wind farm in NM ... Wind Capital Group to sell 150Mw OK wind project to Trade Wind Energy (Enel) ... Jinko Solar priced offering of 3.8M shares @ $16.25. Each share equal to 4 ordinary shares ... New Zealand plans to raise $1.5-1.8B with 49% stake in Meridian ... Turkey's 1st public bank to invest $96M in 5 wind power projects. Total cap 68Mw. $120M ... NREL reported record 31.1% efficiency for 2-junction solar cell under 1 sun illumination. Gallium indium phosphide cell on gallium arsenide cell. Grown inverted, flipped during processing. Covered on front with bilayer anti-reflecting coating, on back with highly reflective gold contact layer. Aiming for 48% ... DOE's Moniz launched clean energy research facility at NREL focused on grid integration. Also new collab with Toyota, Army, Peregrine supercomputer for how to integrate all the new clean energy. Also integration of plug-in EVs to grid. Army's interest FOB power.

FRIDAY OPEN ... Dow down 30, Naz up 6, S&P down 2. Volume over double normal (options) ... (stock #s in %) VRNM up 58, BASF buying them. (Check other enzyme makers.) VSPC up 17. CGYV up 16. XDSL up 13 more on news, coming up on double in last 4 days. PSPW up 13. ABAT up 11. LSCG up 10. KNDI up 4 more. NTCXF up 3 more. TSLA up 3 more, another new high. RVLT, CERP up 1 .... HOKUQ down 48. AEHI down 38. XIDEQ down 37, cutting recent roll in half. ECOS down 33. PPRW down 25. PWDY down 23, new pump and dump? SATCQ down 14. QTMM down 13, backed off top lines. USEI down 11. NENE down 3. XSNX down 2.

THURSDAY CLOSE ... Down down 40, Naz up 5, S&P down 3. Volume normal. Options Friday tomorrow. WTI oil back down near $106 ... (stock #s in %) PTOS up 33. VLNCQ up 30. XDSL up 25. KNDI up 22, gap up on volume. XIDEQ up 21. CSUN up 18, new high, triple since Nov. CRCL, AMEL up 11. GTAT up 10, gap up new high on heavy volume. TSLA up 7, new high. CERP up 4. NTCXF, XSNX up 2. NENE up 1 ... AEHI down 50. HOKUQ down 46. TMEN down 42. CSOL down 33. NGLPF down 31. GERS down 25. ASIUF, ENSL, IFXY down 20. SATCQ down 16. VSPC, CHGI down 14. GWBU, LEOM down 12. EWRL down 11. GRPH, CABN down 10.

STUFF ... World's leaders failing at controlling climate change: UN official ... China finding resistance to oil deals in Africa ... Fed appeals court upheld Cal's transportation fuel standards designed to reduce GHGs from fuel to '90 levels by '20 ... This year's Arctic sea ice cover 6th lowest in modern record ... Doctors, green groups sued EPA over smog in UT drilling area ... No penalties for chronic polluter in Eagle Ford: report ... Sol Voltaics (Sweden) aims to apply nanowire to solar modules to hike efficiency. Secured $15.6M so far in equity round. Enough to get to pilot production, they say. Gallium-arsenide nanowire ink mix. Modules 25% more efficient ... Some oil starting to come out of Libya again. May be up to 400Kb/d ... Northern Iraq oil pipeline bombed again ... GM hopes new batt tech - nickel, cobalt, manganese - will drive their $30K 200-mile range EV ... Gertler looking for partners to develop Congo oil. Up to 2B bls potential ... EDF, Enbridge dedicated 300Mw wind farm in Canada. ~$700M ... Finalnd's biggest utility to install 1.5Mw demo wave energy plant in France. Also building 10Mw plant in Sweden ... Eurus Energy (Japan) bought 44% of 42Mw Uruguay wind project. Vestas turbines. Online early '14 ... WalMart, Fed Ex among top 50 undermining climate progress ... Coke launched 1st el-refrigerated truck fleet ... Ecuador released Chevron from pollution liability ... Halliburton to plead guilty to criminal charge in GUlf of Mex BP spill ... USDA to buy more sugar for fuel production ... Oil seeping into flooded South Platte ... Japan PM called for shutdown of all Fukushima reactors. 5.3 quake hit area ... Shale gas has added US clean energy growth: Alexa Capital ... GCL-Poly (China) got $480M credit from China Development Bank ... Novozymes (Denmark) to provide Raizen (Brazil) with enzyme tech for 1st cellulosic ethanol plant ... Ecotality (ECTY) wants to auction assets Oct 9 ... 3 US biofuels firms charged with $100M fraud by SEC ... Abengoa subsid bought Siemens CSP assets ... Suzlon to sell 75% stake in China wind turbine manufacturing unit for $28M, much less than expected.

THURSDAY OPEN ... Market flat, mixed. Volume a little heavy. Aug US leading indicators up .7% ... (stock #s in %) CABN, PRHL up 21. CGYV up 20. XDSL up 16 more. KNDI up 14 on China policy. GTAT up 11, new high, on upgrade. NTCXF up 8, 3-day rise over top lines (200-days). XIDEQ up another 8. CERP up 7. TSLA up 5, new high, on news. NENE up 3. RVLT, XSNX up 2 .... TMEN down 33. GERS down 25. ENSL down 20. VSPC, SATCQ down 16. GWBU down 12. ZAAP down 9.

WEDNESDAY CLOSE ... Market up 147/38/20. More record highs. No Fed taper. Volume slightly heavy. Gold up $57. WTI oil up over $108. 10yr Treasury down to 2.7% ... (stock #s in %) HOKUQ up 261. AQNM up 75. CABN up 45. XDSL, GERS up 33. ENSL up 19. ENZR, NTCXF, XIDEQ up 15. RBCN up 14, new high. TMEN up 12. CSKH up 11. ABAT, NGLPF up 10. GTAT, AMBT up 9. NENE up 7 .... ASPW, ECOS, PTOS down 25. XSNX down 21. VRNM down 14. ECTY down 12. CGYV, PSPW down 11. UBRG, BFRE, AMEL down 10. CERP down 8. RVLT down 1.

STUFF ... Wind, solar, NG cheaper el sources than coal if climate change, health costs measured in: study ... VW to intro EV in US in '15 ... Calif issued 1st offsets for cap-and-trade compliance ... China renewed EV subsidies minus hybrids ... France raised tax on high-emissions car purchases ... Exxon "can no longer justify" full Libya ops ... Libya improving contract terms for foreign oil comps ... China limiting new PV solar manufacturing plants to curb excess capacity. Also, annual spending on R&D, upgrading equipment must total at least 3% of revs ... Over 9Gw of aps submitted to Turkey's 1st FIT set to support 600Mw clean energy ... China to invest over $13B on domestic oil/gas exploration this year ... Deepwater Gulf of Mex resources could be up to $1.5T. 15B bls ... Kuwait ending plans for pipeline to bypass Hormuz ... Aug explosion at Venezuela oil refinery reported to be sabotage. At least 40 deaths, $1.7B damage ... UK rejected proposals for 2.5B Pound tidal energy project ... Southern's $4.7B 582Mw clean coal project in Miss has $1B cost overrun so far. Use turbines to burn NG and cut cost in at least half ... E Solar (concentrated solar) got $22M to expand in Mideast, N Africa ... Cool Planet Energy raised $60M to help build 1st biofuel plant in Louisiana. '15 completion. Non-food biomass feedstock. Plans 30 plants within 3 yrs ... Bay Wa (Germany) began work on its biggest solar plant - 45Mw in France. Online in '14 ... Clear Blue Tech making case for taking street lights at new development sites off grid. Small solar, wind, batts, LEDs ... Next gen bldg analytics will predict energy flows, stop probs before they start ... 1st US energy bill in 6 yrs in danger over 5 Republican "nongermane" amendments ... House GOP pairing XL pipe with debt limit bill ... DOE to auction off Fisker loan ... AEP to shut Ind coal power plant in '15 ... Google buying 240Mw TX wind farm from Chermac ... Coal comp to idle KY mines ... DOT offering $30M to help Colo rebuild roads, bridges after floods. How far will that go? ... American Wind Capital unit secured $100M credit from CIT ... Wind industry calling for '30 EU clean energy target ... China NE provinces to cut particulate emissions 25%. Cutting coal, steel production/consumption ... Energy Capital Group (Utah) plans to develop 300Mw solar project in UT next to existing 1.9Gw coal plant. Est. cost $600M ... Washington Gas Energy Systems got on Army list for clean energy projects.

WEDNESDAY OPEN ... Dow down 41, Naz flat, S&P down 2. Volume light while waiting on the Fed. WTO oil back up over $106 ... (stock #'s in %) AQNM up 125, hit new high, double since yesterday. CABN up 36. XDSL up 22 on news. XIDEQ up 11, climbing out since early Sept, crossed 50-day lines. ABAT up 10. NENE up 2 .... ECOS down 25. ASPW down 21. JUHL down 15. ECTY down 10 more, looking for bankruptcy bottom. ZAAP down 9. RVLT down 4, back on bottom line (200-day).

TUESDAY CLOSE ... Market up 35/27/7. Microsoft buyback. Naz best close since '00. Fed wait. US poverty rate stuck at 15%. Minimum wage for home health aides ... (stock #s in %) AEHI up 42. CABN up 34. AMLM, ECOS up 33. VSPC up 29. BFRE, DSTI up 16. XIDEQ up 14. LMRMF, NTCXF, ORYN up 11. ASPW up 10. BLDW up 9. KIOR up 8 ... HOKUQ down 48. AWSL, WTWO down 33. ECTY down 31, declared bankruptcy. ENSL down 26. GERS down 25. CRGE down 22. TMEN down 16. LEXG down 14. CHGI, POLR down 13. PSON, CSKH, XDSL down 10. ABAT down 9. XSNX down 7. NENE down 2. RVLT down 1.

STUFF ... Population growth in US adding energy demand faster than any other country ... Methane emissions from NG wells appear in line with earlier EPA estimates: study. Keeps NG's climate edge over coal ... UN expert: reducing short-lived pollutants surer way to meet climate targets ... DOE labs find solar prices in broad decline ... Acidification disrupting marine life across Pacific ... Zimbabwe formed ministry for climate change ... China goal to cut coal power to under 65% of elgen by '17 from 70% now ... IEA: world oil demand to grow 1.1Mb/d next year. OPEC: non-OPEC supply should be up 1.1M this year, another 1.2M next year ... Genel Energy stopped oil exploration, withdrawing from Somali separitist region (NW) after threats, political pressure ... Iran projecting increased oil production to 4Mb/d this year. Seeking to boost exports. 2.57Mb/d pumped in Aug ... ND oil production up 55Kb/d in July to record 875Kb/d. ~67% shipped by rail. US rail oil shipments up 39% this year v. '12. Over 13K cars/week. ~10% of production ... Permits for US onshore drilling up 14% in Aug v. July. Drilling follows ~ 2 months later ... SEC asking energy comps to disclose how much of reserves is oil or liquids like propane. NG liquids ~$45/bl. Oil, of course, lately $105 ... Chesapeake to release over 13K acres leased for oil/gas drilling in NY because of frack ban ... TEP official says Fukushima situation "out of control" ... Climate change could cause food production fall of .5% by '20: study. 2.3% by '50's ... Scatec Solar 75Mw solar plant connected to regional S Africa grid. 1st online ... Calif, Amtrak teaming up for el train bids ... Pattern Energy, Samsung closed finance for 150Mw Ontario wind farm ... China halted new PV capacity expansion. (?!) ... EIB weighing 100M Euro loan to Allied Irish Banks for Irish clean energy ... Thailand to retain FIT, plans 200Mw new rooftop solar ... Lighting Science Group (LSCG) closed on $20M of equity finance ... Tamil Nadu India set to sign PPAs for 698Mw solar ... Clean Harbors picked up Evergreen Oil out of bankruptcy for $60M. Waste oil collection ... Mid American Energy issued $450M of secured debt notes ... RWE (Germany) plans further cuts in clean energy spending, sale of offshore wind vessels ... Japan's only operating nuke plant shut down for maintenance ... Sheer Wind (Xcel Energy sub) developing 25Mw wind tower. Price competitive with coal/NG power. Fraction of size, cost of turbine-topped wind towers, far less enviro impact ... Calif legislators passed 4 bills that expand, strengthen state's solar energy market ... Solar PV installs in Japan hit 10Gw. 5th country to do so after Germany, Italy, China, US ... GM to build EV to compete with TSLA ... SEC charged 23 firms in short sale crackdown. 22 settling.

TUESDAY OPEN ... Market up 55/19/6, all near new highs. Volume normal. WTI oil under $106 ... (stock #s in %) CABN up 24. DSTI, BFRE up 16. BLDW up 14. ORYN up 11. NTCXF up 8 on news. SOPW up 8 .... HOKUQ down 48. ENSL down 26. AMEL down 15. XDSL, CSKH down 10. XSNX down 7. NENE down 4.

MONDAY CLOSE ... Market up 118/(4)/9. WTI down near $106 ... (stock #s in %) .. HOKUQ up 92. CRGE up 50. ENSL up 46. AMEL up 27. GRPH, XSNX up 26. JUHL up 25. IFXY up 21. DSTI up 20. TMEN up 19. LSCG up 16. QTWW up 13. LMRMF up 12. CABN up 11. LIME, UBRG up 10. NENE up 7 .... ONYX down 50. AQNM down 27. AMLM, ECOS down 25. WPW down 22. ORYN down 21. GERS down 20. CSKH down 16. AMTX, GWBU down 13. BLDW, SOPW down 12. PSPW, USEI, XDSL down 11. ASIUF, SENY down 10. NTCXF down 3. CERP down 2. RVLT down 1.

STUFF ... New power plant emissions rules coming this week in US ... EDF turbine supply agreement with GE for up to 200Mw of wind turbines ... Admin approved 4th LNG export terminal. Dominion plant in MD. $3.8B to convert from import terminal. Contracts already with Japan, India. Construction start next year, exports in '17. 77BCF/d allowed. US produces ~70BCF/d ... Wall St bought up ethanol credits lately. Prices spiking now as refiners need them ... US coal comps scaling back export goals. Global coal glut, price slump ... Chevron, Brazil reached $130M deal over oil spill offshore Rio ... FAA awarded $40M to 2 universities to study ways to reduce commercial aviation's enviro footprint ... Emissions of largest comps growing: study ... China signed carbon-trading assistance pact with Calif ... Nitrogen-fixing trees could help sequester more carbon: study ... Underwater melting plays large role in Antarctic ice shelf thinning: study ... Merkel cautioning EU against hiking CO2 targets for carmakers ... Czech senate approved law ending clean/renewable energy subsidies after '14. Solar plant operators claiming 128M Euro in damages from tax on revs, subsidy cuts ... Progress on Exxon North Slope NG venture ... Scotland approved 86Mw tidal energy project. MeyGen says site could yield up to 400Mw. Plans 9Mw demo online '15. Also Pelamis, Aquamarine awarded funds from 13M Pound program ... Iberdrola unit to install 4 tidal energy turbines for Alstom in Scotland. ~10Mw. Install late '15 ... Marubeni began geothermal survey in Japan national park ... Boulder County concerned about flooded oil/gas wells, retention tanks, ponds ... U Mich reports examined fracking in Mich ... 8B gal/yr potential from corn crop waste: USDA, Iowa ... Vegas strip to switch to LED lights, save $2M/yr ... Libya arrested strike leaders in hopes of ending oil protests, get production restarted ... Scotland launched 14M Pound program to increase # of EVs on roads ... Carbon footprint from global food waste bigger than all countries except China, US: UN. Every year world throws out ~1.3B tons of food. ~$750B/yr ... Canadian developer gathering financial partners for Ecuador solar projects ... Changes in French, German FITs fail to deter institutional investors ... Brit Gas 600M Pound deal with Landis&Gyr for majority of 16M smart meters ... Brazil to scale down nuke power plans in favor of wind ... Tongwei Polysilicon bought LDK Solar unit for $142M ... Vestas got 1st US wind project order for year. 80Mw for several EDF projects. Potential up to 750Mw ... Helios suspended ops, filed for Wisc receivership (bankruptcy) ... San Bernardino County Cal moratorium on solar development causing up to $70M of investments to move elsewhere.

MONDAY OPEN ... Market up 160/9/13. Volume normal. WTI oil down to $107. US industrial production up on manufacturing rebound ... (stock #s in %) BFRE up 30. AMLM up 25. DSTI, CABN up 20. LSCG up 15. CREG, VSPC up 11. CCGI up 10. NENE up 5. XSNX up 4. CERP up 3. NTCXF up 1 .... WTWO down 66 on 400 shares. ORYN down 29. USEI down 11. ASIUF down 10.

FRIDAY CLOSE ... Market up 75/6/4. Volume very light. NG $3.75. Deal made on Syria chem weapons. Fed meets coming week ... (stock #s in %) BLQN up 66, back over 50-day lines. QTMM up 40, 2-day jump to top line. ECOS up 33. SWET up 13. ASPW up 12. SENY, UBRG up 11. BWEN up 9, new high, triple since Jan .... CABN down 28. ENZR down 14 on news. LSCG down 13 on news. CSGH down 13, swing back to top line (200-day). JUHL down 11. USEI down 10. XSNX down 6. ECTY down 4. SSOL down 3. RVLT down 2, back on top 200.

STUFF ... UK firm to build 150Mw solar park in Zimbabwe ... Ener Tech Capital closed 4th fund just below $120M ... US PV solar prices down 11.1% to $3.05 in 2Q ... Scotland must install 1.25Gw/y of clean/ren energy to hit '20 target ... Japan quadrupled domestic PV solar shipments in FY1Q13 ... CMS to bring $255M 105Mw wind farm online in '14 ... Bangladesh to install 500Mw of solar by '17 with $2.76B ... First Wind bought 200Mw wind project from Westerly Wind ... Marine species found moving at speed, direction of climate change: study ... South UK warming faster than north: study ... Alberta unveiled wetlands mgmt plan ... UK opened Gunfleet Sands 3 offshore wind project for 1st demo of next gen offshore wind. 2 6Mw turbines from Siemens. Dong installs ... New biomass power plant in France. 15Mw el, 50Mw thermo. 55M Euro. Woodchips. Online 1Q15 ... Cal E bill now waits for gov's sig. Will remove cap from RPS ... Wirsol (GM) started construction on 64Mw solar park in DomRep. 32Mw online by yearend ... Malay biodies exports down 75% yoy in Aug. B5 mandate and lower intl demand ... U of Cincinnati researchers got biodiesel from coffee grinds. Hello Starbucks ... Setting your car's ventilation system to "recirculate" best way to reduce exposure to traffic pollution ... Cost of clean/ren energy down 50% from '08 ... Iran-Oman NG pipeline online in 18 months ... OH, other states averted blackouts during recent heat wave. (I witnessed crews trimming trees around power lines in my own neighborhood.) ... Walmart seeks to clear 10 toxics from its shelves. ... Croatia to elim subsidiaries for new wind, solar projects ... Union's 1B Euro clean/ren fund satiates demand from institutional investors ... Czechk Republic upper house passed bill to end solar subsidies ... SunEd offering targeting $217M ... Aleo Sol (Germany) to dissolve N Am biz ... BNDES lending Raigen $207M for 2nd Gen ethanol plant (non-food, cellulosic).

FRIDAY NOON ... Market up 70/0/4. US wholesale prices up .3% last month ... (stock #'s in %) ECOS up 66. SWET up 20. QTMM up 17, day 3 of move over 50-day line. VLNCQ up 13. XSNX, JUHL up 11. SOPW up 5. CERP up 1 ... BLQN, WTWO down 33. GWBU down 26. CABN down 18. CSGH down 13. XDSL down 11. USEI down 10. KIOR down 3. ECTY down 2. RVLT down 1.

STUFF ... Kazakh oil field in Caspian started up Monday. 26Kb/d for now. 1.5Mb/d in future. Exxon, Conoco, Shell, Eni, Total, others there. China, as we saw yesterday, moving in. Very light oil. Discovered '00. 5 yrs behind schedule, $41B cost to date ... US senators opened floor debate on energy bill. 1st time since '07 ... Advanced catalyst converters reduce diesel engine NO2 emissions to near zero ... Avg temp rising in Patagonia ... Climate change, not hunting, caused mammoth extinction: DNA study ... New Australia govt dismantling climate policies ...Senate Repubs blocking debate over pending energy efficiency bill because of objections to health care reform law ... DOE's $603M investment in biorefineries falling far short of goals: IG ... Cal regulators say proposed large scale solar project could harm eagles ... Polar bears thriving in Chukchi Sea despite ice decline: study ... Judges dismissed bid to halt Wash water diversion ... Alleged illegal pest treatments in nursing homes in Ala ... Chevron to pay $5.2M for NM cleanup settlement ... Hawaii molasses spill killing thousands of fish ... Food wastage costs economies $750B/yr: UN ... China banning new coal power plants in 3 regions ... Massive aquifers found in drought-plagued Kenya ... Criminal charges from PA AG v. XTO Energy (Exxon) for dumping 57K gallons of toxic wastewater into Susqhehanna tributary ... OH slapped 1st fine on driller for wellsite contamination ... Japanese financier may be boosting Alaska LNG export plans ... Marathon sold foreign oil stake to buy into S TX ... Mich fracking project got green light ... Norway vowing to curb oil spending ... N Am's biggest biomass plant a former coal plant under conversion in Ontario ... Wirsol (Germany) started construction of 64Mw solar park in Dominican Republic. 32Mw online by yearend. 50% irradiation than Germany ... China says their industrial production was up 10.4% yoy in Aug. El, gas, water output up 12.5% over recent years ... Malay biodiesel exports down 75% in Aug. B5 domestic mandate, lower intl demand ... Rio Tinto cutting costs by using robotic trucks in Australia. Isn't somebody controlling each truck? What the hell? ... Santee Cooper 1st power provider in SC to approve solar pilot project. Up to 3Mw from solar farm to be built near Walterboro ... Dominion won DOE approval to export LNG from existing import terminal in MD. 4th such approval. Cost up to $3.8B to modify. Still enviro, FERC reviews.

THURSDAY NOON ... Market down 34/8/5. Volume normal. Oil: WTI over $108, Brent over $112 ... (stock #s in %) HOKUQ up 66. XDSL up 25. XSNX up 11. SOPW up 11, new high, quadruple since mid-Aug. SYNM up 10, stopped slide since July, back over bottom line (200-day). PLUG up 6. ECTY up 5. RVLT up 4, back over top bottom 200 line. WSGP up 3 ... CABN down 33. CRCL down 24. GWBU down 21. JUHL down 20. BLQN down 15. SPIR down 11. OLED down 10, back into top lines. NENE down 9. KIOR down 5. NTCXF down 4.

WEDNESDAY CLOSE ... Dow up 135, Naz down 4. Volume normal ... (stock #s in %) CBWP up 141. TMEN up 46, flat bottom since May. AQNM up 42. CSGH up another 40, run up since late Aug, now over top line (200-day). NORX up 37, broke downline. CRCL up 24. QTMM up 19. ENSL up 16. GWBU up 15. QTWW up 13, broke over bottom lines (50-days). XIDEQ up 13, day 2 of climb over bottom lines (50-days). AMLM, HOKUQ up 13. CABN up 12. NENE up 11, 3-day break up off top (50s) lines. LYTS up 11, runup since end of Aug, today over top lines (50s). RVLT up 4, between bottom (200s) lines. CERP, NTCXF up 2 .... ECOS down 25. PLUG down 19, 2-day drop back to top line (200). GERS, USEI down 16. AMEL down 15. WSGP down 12. IFXY, XDSL down 11. XSNX, SLMU down 10. ECTY, KIOR down 4.

STUFF ... Plug-in EV sales expected to grow 18%/yr: report ... NOAA launched buoy to measure acidification north of Arctic Circle ... San Diego researchers won $20M to study seaspray-climate link ... Poland aims to reduce carbon emissions through tech, not limiting coal output ... EPA proposes changes to oil/gas emissions reporting ... Cal hiked bond level mandate for oil/gas wells ... Alaska wants LNG export terminal reopened ... Blown-out gas well plugged in Gulf of Mex. But not killed ... Europe Parliament voted to cap amount of 1G biofuels - those from food crops - that can be used in EU. No more than 6% of total transportation fuel supplies starting in '20 ... NSF granted U of MInn lab $600K for marine energy research, work force development in NYC ... 3.1Gw solar backlog in Chile. 70Mw now under construction. 300-400Mw expected to be built next year ... Brazil August auction accepted 618Mw of hydropower, 647Mw of biomass. Online by '18. ANEEL auction got 1.5Gw from 66 wind power projects ... Cuba's 1st solar power plant online since April. 6 more planned online in next several months ... Indian Railways to test jatropha biodiesel for locomotives ... Water twice as expensive as gasoline in Venezuela. Lake Mariposa reservoir seriously contaminated from garbage, sacrificed animals ...China air pollution reaching US west coast ... Sun Ed, 2 finance arms closed $212M finance for 100Mw solar power project in Chile ... 2nd US "flex" power plant built by Siemens, NRG in Cal. 550Mw. Fast-start NG units to back up wind, solar. Ramp up in 10 minutes with lower emissions than any fossil-fired plant. Air cooled ... World Bank insurer 3rd record year in row for political risk insurance for power projects. $2.78B FY13. Up from $2.66B yoy ... Cuomo (NY) requesting launch of $1B "green" energy bank ... Solid Power seeks strategic partners for solid state batt development ... New Australia governing coalition cut $280M from carbon reduction plan ... Sun Ed plans to offer 30M shares of common for working capital, growth ... RWE 1.2Gw offshore wind project in Britain approved by local council ... Mich PSC approved DTE Energy's buy of 20Mw wind power from Mich producer ... Blue Planet Foundation gave Hawaii a "C" in effort to switch from oil-fired power to clean ... OH still 2nd behind TX for GHG emissions from coal-fired plants ... Okla G&E asked fed judge to dismiss EPA case over emissions estimates from mods to coal plants ... Duke began constructing 5Mw solar farm in NC next to 12.5Mw farm. Online by yearend. Duke also completed 3Mw solar plant in Mass with Canadian Solar (CSIQ), 2 other comps ... Jinko Solar (JKS) to supply modules for 23Mw Cal solar farm.

WEDNESDAY OPEN ... Market mixed. Dow up 60. Volume a little heavy. Oil steady ... (stock #s in %) AQNM up 42. NORX up 29, turning slide around. QTMM up 25. TMEN up 15. CSGH, HOKUQ up 13. ENSL up 11. NTCXF up 3. NENE up 2. CERP up 1 ... WTWO down 66. ECOS down 25. PLUG down 17 on news, day 2 plunge back toward lines. WSGP, GERS, USEI down 16. AMEL down 15. LMRMF down 14. XDSL down 11. RVLT, KIOR down 2. ECTY down 1.

TUESDAY CLOSE ... Market up 127/22/12. Volume normal. Oil: WTI over $107, Brent over $111. Top 1% in US took biggest share since 1928. 19.3% of household income in '12 ... (stock #s in %) AEHI up 400. BOPOD up 396. CABN up 100. WTWO up 50. JUHL up 32. KIOR up 27, breaking the fall. XIDEQ up 25. SCTY up 21 on news, back to 50-day lines. BFRE up 20. CERE up 18 off bottom. TPLM up 18 on news, new high. LMRMF up 15. SPIR up 14. AMEL up 13. CSGH up 12. GWBU up 10. NENE up 7, 2-day climb off top lines. CERP, ECTY up 2 ... CSOL down 55. HOKUQ down 47. POLR down 46. TMEN down 31. AQNM down 29. CSKH, SATCQ down 25. MMMW down 24. PLUG down 18 on news, stopping recent rise, triple since May. DSTI down 16. XSNX down 13. EFOI down 12. PTOS down 11. NORX down 10 on news. NTCXF down 5. RVLT down 4.

STUFF ... Warming climate tainting Europe blood supply. Whole new set of ungovernable pathogens being loosed on world's blood supplies. Climate allowing blood-borne tropical diseases to flourish where once they were unheard of ... By tracking changes in climate researchers aim to anticipate where West Nile will emerge ... New vehicles sold in US hit 24.9MPG avg. in Aug. Highest since '07 ... Stanford study: wind turbines should be shut down if generating excess el rather than store it with current grid scale batt tech ... Analyst sharply downgraded price forecast for Cal carbon trading allowances ... Canada minister bolstered XL Pipe pitch with pledge for US energy cooperation ... Scientists seeking cause of western Antarctica glacier melt ... Scientists studying solar radiation management to cool planet ... ND moving to tighten flaring rules ... TX LNG export facility secured 2 new supply contracts ... Fracking to hit Youngstown OH ballot ... Cal vowed to replace failed nuke plant with 50% clean/renewable power ... 50 US coal power plants emit more CO2 than all but 6 countries: report ... New compound turns exhaust from vehicles, power plants into el ... Xcel Energy wants to triple large-scale solar in Colo. Plans 620Mw more solar, wind ... Development banks worldwide lent record $109B in '12 to clean/ren energy, energy efficiency. Scaled back on coal power ... Australia published world's 1st solar cooling standard ... Toyota to sell 1st hydrogen fuel cell car in '15 ... Asia Development Bank providing $245M to improve Pakistan power distribution systems ... EDF Canada subsid commissioned 150Mw wind farm in Quebec. ~$350M ... Solar City (SCTY) to start up to $124M fund with Direct Energy to finance projects ... Mitsubishi, Barclays will operate transmission link connecting offshore wind London Array. Bought from Dong for 459M pounds ... Actis could hit $750M target for 3rd energy fund this year ... Windreich (Germany) filed for bankruptcy ... Wind Works got ND approval for 150Mw wind project ... Pattern Energy (Cal-based wind energy asset holder) set range for IPO. Targets up to $386M ... US Army Corps chose 17 wind energy comps for $7B clean/ren energy procurement plan ...SunEd filed to spin off semiconductor wafer biz in $250M IPO ... Clean Energy Fuels (CLNE) to launch $200M private placement.

TUESDAY OPEN ... Market up 92/19/9. Another new Nasdaq high. Volume normal. Oil: WTI under $107, Brent under $111 ... (Stock #s in %) BOPOD up 396 on 500 shares. AEHI up 200 on 2K shares. CABN up 137. HOKUQ up 80. BFRE up 21. CSGH up 16, hit top line (200-day). SPIR up 14. MKTY up 12. KIOR up 10, the month-long plunge stopped. XIDEQ up 10. LEOM up 9. WSGP up 5. CERP up 2 on news. RVLT up 1 ... CSOL down 55, back to bottom lines (50s). POLR down 28. SATCQ down 25. TMEN down 21. XSNX down 15. EWRL, CGYV down 14. AMEL down 13. XDSL, PTOS down 11. DSTI down 10. ECTY down 1.

STUFF ... Abbot won Australia. End carbon tax his #1 priority. (Isn't that smart, A? Must be a Republican.) ... Ocean warming changes chem cycles in plankton: study ... US, NZ announced scaled back plan to protect Antarctic waters .. Climate change threaten's Carib's water supply ... Airline ozone emiss most significant over Pacific: study ... Plans to restrict fracking in VA forest over water concerns ... 2 new studies link fracking to earthquakes in TX, OH. Main culprit disposal of injected frack wastewater ... Japan maglev train speed record. 310mph ... Exxon predicts NG demand to grow 65% next 30 yrs. Will gen 25% of world power ... Tullow (UK) oil discovery Barents Sea off Norway. Up to 164M bls, 40BCF ... Rosatom (Russ) deal with Rolls Royce, Fortum (Fin) to build nuke power plants in Great Brit .... Japan to build "ice wall" at Fukushima to stop radioactive water from reaching ocean. To freeze the ground. Planning 2nd water treatment plant ... Black Rock buying 12MW England wind farm from REG for $40M ... Tweak to car engine software can improve mileage up to 20% using ethanol, methanol. Optimal high octane setting .... RGGI carbon emission program permits sold out at 3rd auction. $102M raised. $2.67/1 ton CO2. $3.21 in June ... XPRIZE $2M for advances in measuring ocean acidification ... NRC sued over flood threat at SC nuke reactors ... OH sued solar comp over $10M of loans ... Batt storage makes sense for solar, not wind: study ... Westinghouse, Toshiba, Exelon partnering on Saud nuke proposal ... Smithfield takeover by China US approval .... Lake Erie algae blooms again from ag waste ... Polluted Lake Okeechobee overflow harming esturaries .... Trapper hired to rid Dallas of wild hogs ... China investigating 5 more oil execs ... 716K Syrian refugees in Lebanon, 168K in Iraq, 110K in Egypt. Carbombs more prevalent in Lebanon ... Libya could be bankrupt in months. Let alone Egypt ... Iraq Aug oil exports ~2.6Mb/d. Indicators Sept may be 1.8 ... Next round of Iran nuke talks transferred to Foreign Ministry from NSC by Rouhani .. Don't ever think the air pollution doesn't affect the leaders. They have lungs too. But they can order clean water ... Protests in Libya oilfields, terminals combining with lowest loadings in N Sea Forties and weakest supplies from Azerbaijansince '08. Nigeria's crude sold for $3.58 higher than Brent last week. OPEC's oil production fell to lowest level since June '11 in Aug. 30.2Mb/d ...OMV (Australia) new oil discovery in shallow Barents Sea. 60-160M bls, up to 10BCF ... US importing same amount of oil as 20 yrs ago. Down 7% from '93 ... EIA: US gasoline use 1H13 50Kb/d lower than last year ... Saud oil use up to 2.9Mb/d in '12 - 25% of production - in '12 from 1.6Mb/d in '00 ... Sharp econ downturn in Turkey ( I guess from Syria refugees) ... Boeing, Airbus lloking to China for sales ... First Wind reserving 1.5Gw capacity on NM transmission line ... Irish wind incentive proposal to cost est. $300M Euro ... Netherlands to 4x offshore wind capacity to 4.4Gw by '23. To also increase onshore wind to 6.6Gw ... FLSR JV with Belectric ... E-CL 300Mw Chile solar farm. $620M ...

MONDAY OPEN ... Market up 80/23/8. Volume normal. Oil: WTI over $110, Brent under $115 ... (stock #s in %) POLR up 26. ENZR up 21 on news, back in bottom lines (50-days). ENSL up 20. AMTX up 12. GWBU up 10. RVLT up 8 on news now is not time to buy it. XSNX up 3 ... WTWO down 33. WWPW down 31. BFRE down 30. JUHL down 28. BLDW down 16. IFXY down 15. MKTY down 12. KIOR down 9 more, another new low. WSGP down 8. ECTY down 3. NTCXF down 1. NENE flat on news.

STUFF ... US produced 69BCF/d of marketed NG in '12. Consumed slightly more ... 2 comps to build 8 solar projects - total 600Mw - in Zimbabwe for $1.6B ... 580 LNG tankers active or in construction in world with over 10K cubic meters capacity ... Hawaii El plan outlines how to meet 25% clean/renewable power by '20, 40% by '30 ... First Wind appealing Mass denial to build $100M wind farm ... New tech from PNNL allows NG-fired plant to generate 25% more el with same amount of fuel. Sunlight concentrated on pod that heats to 1,500 degrees. NG, water mix turns into syngas. $750K from fed stimulus got project started. Now $3.5M from DOE Sun Shot, $850K from Solar Thermo Chem who hopes to commercialize it ... Foresight Group to increase 200M Pound public solar fund beyond 500M ... Impax bought 2 wind projects in Lapland. 75Mw total ... BNDES to spend $635M to finance Brazil wind farms. 500Mw total ... VW Mexico to buy 130Mw from local wind power comp to power factory ... Actis (UK) to raise $163M for Brazil energy fund to invest in clean energy developer ... Wind industry spent near $430M ('13 dollars) to date on patent protection since 1916. $1B estimate by '20, $2B by '30. To top $100M/yr by '22.

STUFF ... Climate change played role in half of extreme weather events last year ... Europe said it would pare back its law in exchange for support on global deal for airline emissions in place by '20 ... Cause of Yosemite fire a hunter's illegal campfire. (He needs a talk with Smokey.) ... Cal giving power comps new financial incentives to push energy efficiency ... Solarworld taking China dumping case to intl court ... Study: strategic protected areas could save 67% of plant species ... DOT boosting funds for fuel cell buses ... UN report: supply chain enforcement key to improving corporate sustainability ... Germany urged to adopt clean energy subsidy system ... US, China moving to using ozone treaty to curb super GHGs ... BP, DOJ offered conflicting estimates of Gulf spill ... Jewell $24M fund to help island nations gird for warming, rising seas ... Shell hit with $1.1M fine for air pollution violations in Arctic ... TX oil/gas production hit another new high ... Corrosive drill fluid could endanger deep sea wells ... China resuming oil sands buying in Canada. Also $5B buy in Kazakh oilfield. Total deals with Kazakhstan $30B, several in oil/gas ... Shell's shale hopes for China hitting bumps in the road ... Supply chain investments critical to growth of UK's clean energy industry at risk from hit-and-miss govt policies: report ... Global solar inverter shipments down 5% in 2Q yoy ... Chile's upper house unanimously passed bill revising clean/renewable energy targets from 10% by '20 to 20% by '25 ... US added 976Mw solar 2Q, up 24% from 1Q. Cal 521Mw ... 2 new Brazil wind turbine supply chain deals. Alstom 25M euro deal with Enerplan (Bra) to supply turbines. GE to expand nacelle production with new plant, opening 2 wind services centers ... CPV pioneer SolFocus closed the doors, up for sale ... Drought devastated Syria '06-'11. Aquifer levels dropped below taps. Ag ceased in areas. Crop failures hit 75% in others. 85% of livestock died. Rural citizens in extreme poverty came to cities already crowded with refugees of Palestine, Iraq. War started Mar 15, '11 ... NYC fleet to go on B5 blend July '14. Beginning in '16 B20 blend April to Nov. Pilot program before '17 to study year-around B20 ... Midovi Renewables globally deploying catalyst that melts non-food biomass into lower cost sugar than present tech ... Columbia MO muni power plant to test co-firing corn stover, miscanthus pellets ... Ice melting faster in Greenland ... Fed still going to taper. 10-yr almost 3%.

FRIDAY CLOSE ... Market flat, mixed. Volume normal. WTI oil over $110 ... (stock #s in %) ... CSOL up 307, my guess over China solar policy. BFRE up 36. LEOM up 34. SENY up 25. MMMW up 24. VSPC up 22. PSON up 18. EVSI up 16. CRGE, IFXY up 15. BLQN up 13. PLUG up 10 despite downgrade. RNWEF up 10. XSNX, WSGP up 9. NENE up 3 ... ECOS down 25. ENSL, GERS down 16. ACPW, SATCQ down 13. KIOR down 13, another new low. ENZR down 11. AMEL, SSOL, WWPW down 10. RVLT down 6, straight down since mid-July. A comeback coming, I would think.

STUFF ... 11% of Australians have solar power. Over 1M rooftop solar systems installed, up from 8K in '07. Over 630K solar hot water systems ... Global demand for wind turbines expected to drop up to 5% this year. 1st drop since '04. Supply chain in trouble ... Delays in opening French hydropower contracts to competition will cost local govts hundreds of millions of euros in royalties ... Uruguay taking bids on 1st big solar farms using wind development strategy. 1Mw and 5Mw solar sites. State power comp expects 300Mw of wind power installed by yearend. Will be purchasing at least 900Mw wind power by '17 at as low as $62/Mwh ... Terror bombing in Iraq taking 800 lives/month ... Oil World sees global biodiesel production up 6.3% in '13 to 24.7M metric tons. More soybean oil in US, Brazil ... Next big thing in oil industry is offshore shallow water horizontal drilling ... Algae produces more fat for biofuels when starved ... E.On, Swissgas using excess wind power to make hydrogen (electrolysis). H then pumped into NG pipeline grid. 2Mw capacity produces 360 cubic meters/hr ... 43% of energy leaders plan to invest more in efficiency next year. 22% the same. 10% less. (I guess 25% don't invest in it at all.) ... NM Supreme Court ruled power comps can include cost of energy efficiency programs when calculating rate increases ... Carnival to spend $180M to cut sulfur emissions for 32 ships. EPA demanded cut in port pollution. Scrubbers, diesel particulate filters. Low-sulfur fuel might not be available by '15. Installs by mid-'16 ... Solar Universe bought Gen110 to expand sales network for rooftop solar ... Dominion unit highest bidder for offshore VA wind site. $1.6M. 2 comps bid. 5 yrs wait for plan. May be 10 yrs before installs in phases. Offshore wind $221/Mwh cost without subsidies. Solar PV $144. Onshore wind $86. NG combined cycle $66 ... Toshiba plans to sell 150K energy tracking units in Europe next 3 yrs. Started sales in France yesterday. Also tracks household CO2 emissions ... Expect to see large energy efficiency retrofits for fed bldgs ... US Navy building military's 1st centrally managed microgrid in San Diego. Power Analytics software. $2M over 3 yrs. 3 microgrids combined ... Report: 10-yr timeline for rebuilding fisheries stocks should be scrapped ... Marijuana ruled out as cause of Yosemite firestorm. (I never did see marijuana catch on fire by itself myself.) ... US, Nordics struck deal on UN process, finance for coal plants ... Vegas to power Vegas welcome sign with sun ... First energy to sell 11 hydropower plants ... Ground breaking Nissan Leaf rentals program in Orlando ... Trucking comps wary about switch to NG. (So is rail, according to my rail exec brother. Concern about power to get over hills.) ... Venezuela power outage yesterday. 70% of country.

FRIDAY OPEN ... Market up 17/7/4, Volume a little heavy. Oil: WTI $110, Brent under $116. 169K new jobs, July jobs revised sharply lower ... (stock #s in %) ... BFRE up 36. ENSL up 25. EVSI up 16. CRGE up 15. SENY up 12 on rebound. HIIT, RNWEF up 10. NENE, NTCXF up 1 ... AMEL down 24. ACPW down 16, gap drop to new low. GERS down 16. KIOR down 14 more, another new low. EWRL down 11. XSNX down 9. RVLT down 5 more. CERP down 3, low end of trading range.

STUFF ... US firms could raise solar market share by copying China production: NREL, MIT ... Experts: economics, not tech, main hurdle for energy efficiency in bldgs. Water-energy link needs emphasis ... UN carbon credit program has $82M surplus ... NY firm suing China oil execs for securities fraud ... Rising Europe NG sales boosting Gazprom profits ... China's new solar FIT emphasizing distributed generation. Look for surge in rooftop solar ... China's 10 biggest PV solar comps carry over $16B debt. Half matures next year or so ... India's Uttarakhand Renewable Energy Development Agency released rooftop solar scheme. 5Mw limit ... Bids opened in India's Karnataka for 130Mw solar. 16 developers. So far lowest bid ever ... Thailand approved FIT for 1Gw more of rooftop and ground solar. Community-owned projects. Installs by '15. Country wants 25% clean/renewble energy. 9Gw now to 14 by '21 .... Japan approved near 19Gw solar in last FY.

THURSDAY OPEN ... Market up 5/5/1. Volume normal. 176K new private sector jobs in Aug. US factory orders sharpest decline in 4 months. US service sector growth near 8-yr high ... (stock #s in %) ... IFXY up 60. WTWO up 50. GERS up 40. ASPW up 25. MGLT up 19 on swingback. DSTI up 18 on 100 shares. FCEL up 12 on Q report, news, jump off top lines (50s). XSNX up 11 on rebound. AMEL up 10. SOPW up 6 more. NTCXF up 5, day 2 surge over bottom lines (50s) ... BHWX down 19. EWRL down 16. USEI down 14. QTMM, TMEN down 12. CRGE down 10. KIOR down 8 more, new low. RVLT down 2, on bottom line (200).

WEDNESDAY CLOSE ... Market up 96/36/13. Volume slightly heavy ... (stock #s in %) ... CRGE up 100. TMEN up 33. ENSL, IFXY up 25. XDSL up 22. HSOL, AMPD up 16. JASO, ASYS up 15. OPTT up 12, jump off bottom lines (50s). AQNM up 11. POLR up 10. NTCXF, BLDP, CSUN, EFOI, SSOL up 9. LEDS up 5 ... GERS, WWPW down 28. ECOS down 25. LEOM down 20. XSNX, MGLT down 16. Check that out. MKTY down 15, what goes up usually comes down. ECTY, ASPW down 14. PSON, SENY down 13. SPIR down 11. CSKH down 10. KIOR down 9, new low. RVLT down 5. NENE down 1.

STUFF ... High Plains Aquifer (US) 33% gone. High-yield crops could drain 70% by '50: report ... Study: industrial soot caused early retreat of Alps' glaciers ... Wildfires to double in size, duration by '50: study. (You, know, even 1 year ahead is hard enough to project.) ... 2 tremors hit E TX drilling area ... Chesapeake settling royalty underpayment claims in Marcellus ... Aemetis (AMTX) got EPA approval to make ethanol with sorghum, biogas with combined heat, power system (CHP). Advanced biofuels designation. Also food waste feedstock ... Biofuel use up 500% in Ireland in '12 from '07 at 128M liters. Demand seen at 500M by '20 ... TWA (Philippines) to build 30M liter biodiesel plant for $900K. Already have similar plant ... India E10 blend would take 1.5M metric tons of sugar off the table, but reduce foreign exchange expenses $1.3B ... Over 50K miles of faulty oil/gas pipelines serious US public safety threat ... 50 incidents in 24 states since Memorial Day where squirrels caused power outage ... EDF Mexico sub turned on 164Mw wind farm in Oaxaca. 2Mw Gamesa turbines ... Hikers walked 70 miles in Mass to back clean energy ... Hero Group (India) plans to build 1Gw of clean energy by '17. Completed 1st wind farm (37.5Mw). Won license to build 10Mw solar farm. Expects to build 100Mw this year ... 2 Japan comps started on 11.7Mw solar plant in Fukuoka. Online Jan '15 ... Ormat (US) finished 100Mw geothermal plant in New Zealand. World's largest binary plant. 2-yr build, $142M ... Amsterdam airport ground vehicles to run on diesel 30% from waste from SkyNRG. 25% lower CO2 emissions ... EnerCap Capital to raise 350M Euro for CEE biomass, CHP fund ... UK inviting proposals for 500M Pounds of green transport funding ... China Hydroelectric got $80M takeover offer ... OPIC (US govt) providing $45M loan for 50Mw Pakistan wind farm ... GEA report: 70 countries moving forward on near 700 geothermal projects. 11.7Gw new capacity in development, under construction. By yearend, est. 12Gw cumulative capacity online. 27Gw more being explored ... BLM proposes limiting drilling leases near NM park ... Judge halted mountaintop coal project, appeals court weighs health effects ... GA OK'd deal to delay nuke plant construction ... DOE investing $45M in accelerating vehicle efficiency ... NH AG suing Shell over oil spill cleanups ... 220K pounds of dead fish found in China river ... Johnson Controls on short list for $7B DOD program to boost clean/renewable energy use. Acciona already in ... 4.5 acre, 2.6Mw solar farm being built at Owens Corning NY plant. Constellation Energy building, will own. $8-11M. Will offset ~6% of plant's needs. State paying some cost. Chinese modules ... Solar farm built on former muni dump of Mass town now online. Will defray city's bills $80K/yr ... Cal city, Chevron unit broke ground on over 3Mw solar install to save city $45M over plant life. Online next May ... Wind energy developers in Brazil will be responsible for transmission links ... Shunfeng Photovoltaic partnering with XPCC for $2.6B, 1.5Gw solar build-out ... US holding 2nd offshore VA wind lease auction today. 2Gw site. 8 developers expected to bid ... JCM Capital (Canada) plans to buy over 300Mw of solar projects globally ... Uruguay state utility plans to invest $1.7B in clean/renewable energy ... WTI oil forecast avg. $95 in '14, Brent $101.

WEDNESDAY OPEN ... Market up 88/28/10. Volume normal. Oil: WTI over $107, Brent over $114. NG $3.64 ... Aug US auto sales up 12% ... TMEN up 36. POLR up 25. SOPW up 16, day 11 of surge. AMPD up 16, push off bottom line to next 200-day. JASO up 16 on buy call from JP Morgan, back over top lines (50s). ASYS up 15 on upgrade, jump over top lines (50s). HSOL up 14 on same JPM call, day 2 of surge off top lines (50s). BSRC up 10. NTCXF up 8, back to bottom (50s) lines. LEDS up 6 off bottom. CERP up 4 on news, strong volume ... AWSL down 43 on news, 3K shares. BHWX, LEOM down 20. CABN down 18. GERS down 14. ECTY down 10. RVLT down 4, down to bottom line (200). XSNX down 3.

TUESDAY CLOSE ... Market up 23/22/6. Volume slightly heavy. Oil: WTI over $108, Brent over $115. NG $3.67. (Stock #s in %) ... WWPW up 133. LMRMF up 30. SPIR up 29. SOPW, MGLT up 25. HSOL up 15, jump off top (50-day) lines. CSUN up 12, ditto. EWRL up 10. NTCXF up 2 ... SATCQ down 28. XDSL down 25. CRCL, VLNCQ down 22. PSON down 21. EVSI down 17. XSNX down 15. AMEL down 14. GERS, TMEN down 12. ENSL, QTMM down 10. CERP down 5. NENE down 1.

STUFF ... Radiation levels at Fukushima 18x higher than previously thought. Far higher than TEPCO equipment could detect ... El prices in S Cal grid area up 70% 1H13 yoy. Much related to shutdown of San Onofre nuke. Grid "congestion" 51% of time. Prices down in San Diego area grid ... Low estimate to replace 250 existing coal plants with carbon storage plants in US $1T. El would cost 50% more ... Crop pests on move from climate change ... 1st wave energy project stalled in OR ... India group setting up E10, later E20 pumps at 50 stations ... German ethanol production up 3x in June yoy. Improved margins from lower grain prices. 110M liters in June, up from 66M in May. 31M June '12. 60% from cereals, rest from sugar beets ... Brazil to probably import 1B liters ethanol during inter-harvest season. Most likely from US. 545M imported last inter ... TSLA opened 1st Europe Model S final assembly plant in Netherlands ... India protesters (farmers, fishers) withdrawing agitation over 9.9Gw nuke project in Maharashtra to dialogue with state. "Enhanced" compensation. Plant online in '21 at earliest. Still buying land. Civil liabilities for damages still a hurdle, along with credit and cost. Est. cost in '10 was 1T Rupees. India nuke power gen cap now 4.8Gw. Wants 63Gw by '32 ... FRV got finance from 2 Aus/NZ banks to build 20Mw solar plant in Australia with Acciona. 20-yr FIT from territory govt. Online mid-'14 ... Japan to pay Sumitomo, 3 other comps up to 75% of costs for 2 projects aiming to reduce cost of energy storage with batts. Govt goal energy storage by batts to cost $234/Kwh within 7 yrs, matching cost of pumped hydro storage now. Sodium-sulfur, vanadium techs ... China's SPV Prime Acquisition investing $380M in Romania solar. 10% interest in 50 PV plants and green certificates ... US installed 978Mw PV solar in 2Q13. 24% over 1Q. 53% in Cal ... US firms closed $67M fund to invest in over 150Mw of Sun Ed PV projects ... Blue Earth (BBLU) to make $336M from 165Mw of solar contracts over next 2 yrs ... Australia launched dumping probe into China, Korea wind towers ... IMPSA agreed on $52M finance for Argentine wind farm ... Hannaford (Belgium) store in Maine eliminating HFCs. CO2 to chill, freeze foods. More energy efficient, inexpensive. Leaks easier to fix. Refrig emissions easily 25-30% of GHG pie. Whole Foods, Caputo's to begin CO2 use this year. HFCs near 12K x more powerful GHG than CO2. 400 comps agreed to change over to CO2 starting in '15. (Yea, no hurry, huh?) ... GM boosting Malibu fuel econ 12% for $160 price increase. 3mpg jump. (If they can do that ...) ... Boise shift to rail from truck delivery dropping CO2 emiss 60% ... Solar wafer makers to raise prices in face of growing polysilicon costs. Last week poly price $16.61/Kg ... Australia launched Great Barrier Reef trust fund ... Global warming makes another Sandy-like storm less likely: researchers ... USDA sold beet sugar to biofuel producer at $2.7M loss. (What subsidies?) ... Nissan selling green car creds in Cal ... Mercedes ordered 123 more Plug Power fuel cell units for forklifts for new Ala warehouse. Last year they bought 72 ... Plug also got $650K from DOE to demo FCs for truck refrig units for Sysco. Air Products hydrogen. Nuvera got $650K too for same program ... Over 28K FC systems shipped in '12 (US or world figures wasn't said. I think it was world.) ... China set new FIT rates for solar ... Infigen won approval for new 100Mw S Wales wind farm ... Suzlon to issue $749M of new securites ... French wind, solar installs at lowest level in 4 years in 2Q13 ... Court threw out enviro challenge to new PPL power line ... Solar incentives rebound in NJ ... Suntech directors quit. Said comp has no biz plan. In bankruptcy. Comp expects restructuring framework this week ... Infinity Wind Power to build $140M 150Mw wind farm in ND. Online by '15. (Cheapest number I've seen lately.) ... Kazakhstan intro'd clean/ren FIT ... Sinovel $75M loss 1H13. Revs down 55% ... China Datang Ren Power 1H13 profit up 2x to $38M yoy. Revs up 35%.

TUESDAY OPEN ... Market up 89/41/14. Volume light. Oil: WTI over $107, Brent under $115. NG $3.66 ... US manufacturing growth fastest in over 2 yrs ... PSPW up 49. MGLT up 35. LMRMF up 29. SOPW up 25, surge continues with new high. BFRE up 24. POLR up 16. NORX up 9. ECTY up 7. NTCXF up 4. RVLT up 1 ... SATCQ down 28. LEOM, PSON down 14. EFOI down 13. SWET down 12. ENZR down 11. ENSL, MKTY, TMEN down 10. XSNX down 9. CERP down 5. NENE down 1.

LABOR DAY STUFF ... Sinopec buying $3.1B stake In Apache Eqypt stake ... No August hurricane in 11 yrs ... Possible even more radioactive leaks at Fuku. Lethal dose in 4 hrs ... Solar-powered catamaran crossed Atlantic to Belgium ... EIA: oil supply disruptions (unplanned prod, export outages) 2.8Mb/d in Aug. Up from 2.6M in July. Now est. 2.2M. Lower output from Libya, Nigeria, Sauds, Kuwait, UAE, Iraq. Export shortfall from Iran alone 2.2M. Global production ~85Mb/d, consumption ~87.2M. Down from 89M in '12 ... Sampras just won ... or on rain delay ... Surge in refined crude product from US to Europe. Tanker shortage developing. Refinery closures in Europe ... 3K gassed in Syria while sleeping. 1,500 killed so far. If Congress approves strike, only public allies France, Israel. So far ... 800 killed in Iraq in Aug. Mostly Shia bombings of Sunnis. But demonstrations over large salaries, benefits for lawmakers. Northern export pipe back in ops ... Libya tribes say $60B/yr oil revs stolen by corrupt govt officials ... Machine gun attack on container ship going through Suez Canal Saturday. 3 arrested. Army deported 3 Al Jazeera journalists over Brotherhood appeals aired ... Looking like a military slip by US over chem weapons use in Syria. Anymore and Iran would have to respond ... Russia ordered cut in oil supplies to Belarus. Questioned health standards of dairy imports after Belarus arrested CEO of Russian potash comp ... Russia-Saud strategy on oil supply/price from late July meeting? Sauds plan to employ 200 new rigs next year ... '05-'20 China oil imports 2.5Mb/d to 9.2M. US to fall to 6.8M from 10.1. Net 4M increase .... Statoil found oil off Newfoundland ... India, Venezuela hooking up on oil ... Total US oil deliveries 18.9Mb/d in August, up 1.7% yoy. 3-yr high ... Analyst: Bakken production to peak early '17 @ >1Mb/d, Eagle Ford peak mid-'15 @ >1.2M ... Recent wave small earthquakes in, around Eagle Ford. '10, '11 in Arkansas. Fracking? ... Widely used oil RR car compared to Ford Pinto. And not by Nader ... Europe NG inventories 14% down yoy ... Iran frustrated with CNPC over Phase 2 South Pars. As they were with last producers ... Record 48-state US NG production record in June ... China suspended approvals for new refineries after 2 largest missed pollution targets last year ... Navigant: biiofuels investment to top $11.5B by '20 if govt policies stay in place. 129Gw global of equiv I think they said ... U of FL study: nitrogen starvation may affect lipid accum in hours v. days ... Airbus signed agreement to make biofuels available for Russia service ... TWA to build another biodies facility in PI. 8M gal ... Suntech Solar directors quit over cash flow ... Solar powered drone can stay up 5 years ... FRV got finance for 20Mw solar project ub Austria ... NGK Insulators, Sumitomo group picked for project to cut energy storage costs. Japan to pay up to 75% of costs ... Rupee drop threatens wind industry ... 2Q: Chinese wind developers prospering while turbine makers suffer ... Forewind plans 2 1.2Gw offshore wind farms ... Jordan in talks for 120Mw solar farm.

FRIDAY CLOSE ... Market down 30/30/5. Volume slightly light. Naz right at 50-day lines. Oil: WTI under $108, Brent $114 (Huh, 114 Surahs of Koran.) NG $3.60 ... AEHI up 90. WWPW up 50. PRHL, SATCQ up 27. TMEN up 17. JUHL up 15. SWET, GERS up 14. AWSL, VLNCQ up 12. CSKH up 11. CERP up 5. XSNX up 4. LEDS up 2. NENE up 1 ... POLR down 45, talk about pump and dumps. ECTY down 34, going for double bottom or bankruptcy? ECOS down 33. LMRMF, NGLPF down 17. BFRE down 16. AMBT, MMMW down 14. RVLT, DSTI down 11. AMEL, BLQN down 10.

STUFF ... Solar installs slump in UK - down almost half, year on year - after recent changes to incentives ... Kenya to scale up wind power program. Country's current total power generation capacity 1.7Gw. Hydropower 60%. The rest wood and diesel ... US House majority leader wants to tack RFS reform onto debt ceiling package ... NREL: wind, solar will be cost competitive without subsidies by '25 ... U of MD oceanographer: if all heat energy absorbed by oceans from '55 to '10 were released into atmos, global air temps would rise over 18 Celsius ... Recent slow down in rising atmos temps from more heat being absorbed deeper in oceans, reduction in solar activity, more active volcanos ... Eurus Energy (Japan) building 115Mw solar plant in N Japan. Mitsubishi, Sunpower subsid panels. Online late '15. ~49B Yen ... DOE giving $16M to 17 developers of tidal, wave power projects ... Japan govt wants 62% more for FY14 clean energy budget to 198B Yen. 46B to upgrade grid to accomodate more clean energy, up 29%. 84B for tech R/D, up almost 100% ... Solar City (SCTY) $223M raised from offering shares, notes ... True Green Capital (US) secured $64M credit for 39Mw US solar portfolio ... Ujaas Energy targeting 100Mw of solar power in India by next March ... Yingli Green Energy 2Q loss narrowed to $54M ... Rene Sola 2Q loss fell to $21M on 62% more revenue ... Washington Supreme Court upheld permission unanimously for $150M wind farm ... Kazakhstan to launch $7B energy efficiency initiative through '20 ... Trans Alta Renewables (Canada) IPO raised $210M ... Enel Green Power got 20-yr PPAs for 3 wind farms in Brazil auction. 88Mw total ... MIT study: pollution causes 200K/yr early deaths in US ... Dallas County Medical Society asking TX agency to force 3 east TX coal power plants to cut emissions.

FRIDAY OPEN ... Market down 44/24/5. Volume very light. Oil: WTI $108, Brent under $115. NG $3.59 ... Canada 2Q GDP up 1.7% ... PRHL up 33. USEI up 16. CSKH up 11. CERP up 3. LEDS up 2 ... POLR down 25. NGLPF down 17. ECTY down 16, that rebound over. ECOS down 16. AMEL, ZAAP down 12. RVLT down 7, under the top 200-day line.

STUFF ... S Carolina utilities group stopped solar energy forum ... LDK Solar 2Q loss wider than expected ... Malaysia hydropower to go to Indonesia with new 145km transmission line. Online by '15. $101M for Indonesia part. $49.5M from Asia Development Bank, $49.5M from French development agency. $2M from clean energy fund. 230Mw. Will replace oil-fired power ... Libya oil exports fell to 200Kb/d this week. Western export terminal workers joined striking workers in east ... US crude production now up to 7.61Mb/d ... Deepening econ crisis in India. Rupee down 20% this month ... Enviro Entrepreneurs' annual assessment of advanced biofuels industry: there will be sufficient supply to meet RFS through '16. '13 capacity 1B gal gasoline equiv. '15 1.4-1.6B gal. 160 commercial scale facilities planned, in construction, completed. Private investment total over $4.8B since '07. Fed loan guarantees over $1.1B since '08 for 9 projects ... Gazprom subsid in Serbia invested $100M in biodiesel plant to export to Europe. Production start within months ... Indonesia to boost biodiesel use, reduce fuel imports to stave off currency crisis. Aiming for B10 blend quickly ... Iran secured long-term deal to supply Oman with NG. Undersea pipeline to be built. Iran also looking to sell NG to Ukraine, Moldova ... IAEA: Iran recently installed 1K advanced uranium enriching centrifuges to add to 15K centrifuges already operating. New ones 3-4x more powerful. Plans also begun for heavy water reactor to produce plutonium ... Ford could reduce fuel consumption 22.6M gal/y by replacing side mirrors with cams on F150 and 2 other aerodynamic changes ... Norway invited oil/gas comps to bid on Arctic waters including east Barents ... Emera buying 3 combined-cycle NG-fired power plants in New England from Capital Power. Over 1Gw total for $541M ... APR Energy (FL) got 147Mw of contracts from Mozambique, Senegal, Indonesia. 40Mw NG power plant in Mo. Rest diesel fired ... India renewable energy credit trades down to record low this month. States failing to enforce rules requiring utilities, steelmakers, mining comps to buy creds ... Japan ministry requesting 43.5B Yen in next year's budget for clean energy. Also asking for 70B Yen for clean energy fund budgeted at 1.4B this FY ... Power grids in south Japan near capacity for solar, wind projects. Room for less than 1Gw left ... Goldpoly (China) to buy 100Mw of rooftop solar from Singyes Solar (China) ... ReneSola signed 69.5Mw solar module supply deal with Light Source Renewable ... US bike sharing fleet more than doubled in '13: Earth Policy. Over 18K. 34 programs. To dub again in '14 ... GCL-Poly Energy (China), world's largest polysi maker, still crying foul. Yoy loss near 3x in 1H13. Cites dumping by foreign competitors ... Quebec draft regs for 450Mw wind power ... UN ruled UK wind policies illegal. Public denied decision making power, info ... LDK Solar missed another debt payment ... Germany installed 1.14Gw wind power 1H13. Subsidy cuts expected after Sept election ... Study found no negative impacts on home values from neighboring wind farms ... NY's version of cap and trade brought in almost $500M since '08 inception ... Mercury fingerprint of Pacific fish points to Asian coal power plants.

THURSDAY OPEN ... Market up 81/37/10. Volume light. Oil: WTI under $110, Brent under $116. NG $3.55 ... US 2Q GDP up 2.5% .... CPWY up 77. CGYV up 24. CSGH, TMEN up 20. ECTY up another 16, up over 4x from recent bottom. Maybe no bankruptcy. ECOS up 16. CABN up 15. GERS up 14. AMEL, POLR up 12. NFEC, RVLT up 5. NTCXF up 3. LEDS up 2. NENE, CERP up 1 .... SATCQ down 33. CRCL down 20. AMTX down 17. XSNX down 9.

WEDNESDAY CLOSE .... Market up 48/14/4. Volume very light. Oil: WTI over $109, Brent over $116. NG $3.57 .... XSNX up 51 on strong rebound. WTWO up 50. ECTY up 37, uber double off recent bottom on bankruptcy rumors. SOPW up 25. ENZR up 20. UBRG up 20 on more news. CBAK up 18, peak back over top (200-day) line. BIOF up 17, back over bottom (50-day) lines. BLDW up 12. CERE up 11 off bottom. PLUG up 8, momentum building since May, over all lines now. WSGP up 5 .... WWPW down 60. CSGH down 21. CREG, CGYV down 19. AMEL down 17. TMEN down 16. LEXG down 15. CABN down 13. GERS down 12. ABAT, PSON down 11. CPWY down 10. CERP, RVLT down 5. NFEC down 4. NENE, NTCXF, LEDS down 1.

STUFF ... Prelim results of PA fracking study show air pollution more of a threat than water pollution. Also huge processing stations that push NG into pipelines may be more problem than drilling sites ... Chevron shale gas deal in Ukraine rejected by a local council over fracking concerns. Shell already has $10B deal for shale exploration, extraction in Ukraine ... Estonia now energy independent on shale gas boom ... New commercial algae production system developed by AlgaeEquip at TX test center ... Libya ordered military to destroy tankers in crackdown on illegal oil sales ... Entergy to shutter VT nuke in '14. Cited low NG prices, too low wholesale power prices ... Duke won't build 2 new nukes in FL. Would have cost $24B. 38 reactors in 23 states at risk of early retirement ... Celanese broke ground on $150M switch from coal boilers to NG to power machinery at VA plant. And 16-mile pipeline ... New IBM solar tech - CPV - in tests in AZ, CO. Working to optimize it for cloudy climates ... Solexel (Cal), backed by Sunpower (SPWR), got $5.5M more from investors. $56M raised since last year. Makes solar cells with silicon gas instead of ingots ... Jinko Solar to supply 2.3Mw of modules for largest rooftop project in Canada ... RWE Innogy got permission for 2nd, 3rd phases of 1Gw offshore wind farm ... UK delayed approval of 450M Pound marine energy hub ... Vattenfall applied to build 170Mw onshore wind farm in Scotland ... Philippines geothermal auction got 10 bids for 388Mw total ... DOE secretary says agency could restart $25B ATVM loan program ... New website tracks clean energy, clean transportation job growth by state, sector. www.cleanenergyworks.org ... At least 58 clean energy, clean trans projects across US in 2Q13. Up to 38,600 jobs ... 100Mw biomass power plant began generating power in FL ... Solar PV project in Golden, CO - 677Kw - to save city $155K/yr, over $1M/yr after payback period ... Brazil re-admitting wind power to national energy auction in Dec ... DOD awarded $7B of solar PPAs to 22 comps ... German enviro minister expects solar installs to fall to 4Gw this year.

WEDNESDAY OPEN ... Market up 42/18/6. Volume light. Oil: WTI under $110, Brent over $115. NG $3.52 .... ENSL up 38. SOPW up 22, day 4 of double. XSNX up 22. UBRG up 13 on financials. PRHL up 12 on 700 shares. PLUG up 10, above top (200-day) line. ECTY, LSCG, POLR up 9 .... WWPW down 60. SATCQ down 33. CPWY down 20. ENZR down 10 on news. RVLT down 5, hit top bottom (200-day) line. CERP down 4. NENE down 1.

TUESDAY CLOSE ... Market down 170/79/26. Volume a little light, Naz back to 50 day lines. Oil: WTI under $109, Brent over $114. NG $3.57 ... WWPW up 316. CSKH up 50. ECTY up 41 on what? Not going bankrupt? CSGH up 26. ECOS up 20. PSPW up 17. ENSL up 12. NGLPF up 11. TSLA up 2 ... AEHI down 60. HOKUQ down 47. XSNX down 33. I would be buying here. CPWY, VLNCQ down 28. ZAAP down 15. EWRL down 14. IFXY down 13. SOPW, UBRG down 11. AMBT, MMMW, PRHL down 10. RVLT down 6, getting closer and closer to 200-day lines. FSLR down 5, under bottom 200-day line. CERP down 4. NTCXF down 2. NENE, LEDS, NFEC down 1.

STUFF .... China expanding inquiry on graft to execs at CNPC. EC investigation found China solar got preferential lending, tax programs, other aid. Increasing liklihood of EU tariffs ... EIA: clean/renewable provided 14.2% of US power generation in 1H13. Up from 13.57% in '12. Solar grew 94%, wind 20%, geothermal 1%. Biomass declined .5%, hydropower 2.6%. Coal use up 10.3% to 39%. NG down 13.6% to 26.4% ... 2 Spanish universities patented microorgs that boost biodiesel yields ... FTC investigating oil comps pressuring station owners to limit ethanol sales at pumps ... U of Mich researchers combining fungus, bacteria from corn stalks, leaves to make isobutanol. Isobut delivers 82% of gasoline heat energy. Ethanol 67% and does more damage to pipes, engines. Other biomass like swithgrass, forest waste can be used for isobute process ... LLNL: US wastes enough energy every year to power UK 7 years. 61% of all energy input into US econ in '12 wasted ... Mineral Carbonation Intl (Australia) building pilot plant to change carbon emissions into construction "bricks". $9M over next 4 years for plant. Already capturing, storing C from power plants. (Why isn't US doing this?!) ... Anadarko selling 10% stake in Mozambique deepwater NG field to India's ONGC for $2.64B. Proceeds to go into Colo, TX, deepwater GOM projects ... Abu Dhabi National Energy postponed decision on $12B project to build coal power plants in Turkey ... USDA accepting aps for grants to assist communities with extremely high energy costs. (Hawaii, Alaska.) Up to $7.7M available ... U of MD researchers got 2 ARPA-E grants to develop EV energy storage systems. Under $1M total. 22 recips getting $36M total. Multiple-electron aqueous batt and solid state lith-ion batt with ceramic electrolyte ... India's Gujarat waived clean energy targets (7%) for power distribution comps. Blow to country's renewable credits market ... KiOR investors filed lawsuit over missed production targets ... 7 of 10 fastest growing econs in Africa ... India's power deficiency ~9%. In south, up to 26% ... 1.200 coal plants planned worldwide. 75% in China, India. Coal to be #1 fuel by '20, replacing oil 1st time since '60's. EIA: US coal use to drop ~14% by '17. China mined 46% of world's coal in '12. Still imported 223M tons, 78% yoy increase. By '16, imports est. 450M tons. Only 3% of Powder River coal can be exported without a loss without new export terminals on west coast ... Last 10 years Exxon liquids production down 13% to 2.1Mb/d equiv. In US, down 41%. They are now world's largest NG comp ... "War" on to save solar net metering in US states ... More solar workers in TX than ranchers ... TEPCO: 132 olympic pools of radioactive water ... US to revive program that backed TSLA and Fisker ... Fuel fraud costing Europe over $4B/y in lost taxes.

TUESDAY OPEN ... Market down 105/45/16. Volume normal. Oil: WTI under $109, Brent over $113. NG $3.49 .... WWPW up 105. CSKH, WTWO up 50. CSGH up 33. CPWY up 28. PSPW up 17. ENSL up 12. NFEC, NTCXF up 3. CERP up 2 .... AEHI down 60. HOKUQ down 47. CABN down 20. LMRMF down 18. DSTI down 15 on 100 shares. EWRL down 15. IFXY down 13. XSNX down 11. ENZR down 8, back into bottom (50-day) lines. HSOL down 8, back to top (50-day) lines. RVLT, LEDS down 3. ECTY down 2. NENE down 1.

MONDAY CLOSE ... Market down 64/0/6. Volume very light. (Last week of August norm.) Oil: WTI over $106, Brent $111. NG $3.65 ... US reaches debt limit mid-October .... HOKUQ up 90 on 194 shares. IFXY up 35. SATCQ up 30. CSGH up 25. MMMW up 23. AMTX up 21. VLNCQ up 18. BLQN up 15 on 200 shares. GERS, XIDEQ up 14. CABN up 12. EVSI up 11. PLUG up 10 on upgrade, pushing against top (200-day) line on 6M. BHWX up 10. NENE, WSGP up 2 .... WWPW down 51 on 2.5K. AQNM down 41 on 100. CPWY down 36. ENSL down 20. PTOSE down 17. XSNX, JUHL down 16. May be XSNX bottom. UBRG, BFRE down 15. BYDDF down 11. SENY down 10. NTCXF down 3. ECTY, NFEC down 1.

STUFF ... Tepco says over 200K tons of radioactive water in tanks vulnerable to leaks at Fukushima. No reliable way to check, nowhere to transfer water to ... Norway approved $3B for wind power plants. To triple capacity to over 2Gw by '20. 8 new onshore farms. Also new power line. Target 67% clean/renewable of total el by '20 ... Zambia drilling 1st geothermal exploratory well. Potential up to 1Gw in basin. Country has power deficiency of 180Mw. $750M coal plant being built. Now 2Gw total gen capacity almost all from hydropower ... Eagle Ford TX shale production down 4.5% May to June. Probably from lack of water to frack ... Export pipeline in N Iraq blown up for maybe 31st time this year. Major oil spill in Tigris. Baghdad water supply threat ... Exxon allowed to sell Iraq oil field stake to Petro China, Indonesia's Pertamina ... Another LNG shipment to Egypt from Qatar last week. Cairo not furthering talks for more ... Libya currently pumping ~700Kb/d, down due to lower export capacity with strikes, etc ... India's crude oil production down 2.3% in July. NG production down 16% ... N Sea oil/NG productioin could fall up to 22% this year ... Less crude exports in June from Sauds, Iraq, Kuwait, Nigeria ... US says over $1T required to clean up Niger Delta area ... France's Technip to work on install of world's deepest underwater NG pipeline planned for Shell in Gulf of Mex. 9,500 ft deep ... Cuadrilla resumed fracking in Britain after protests ... Argentina's YPF next deal will be with group including China's CNOOC ... Decline rate for Bakken oil wells ferocious. More wells each month just to keep production stable ... US's biggest oil refinery largely out of service in TX after several fires past 2 wks after mechanical failures. Doubled in size last year with $10B expansion ... US crude imports dropped to 7.7Mb/d in July, down 10.5% from '12 ... China manufacturing picked up in August ... Record temps in China boosted energy use earlier this month. 15% higher than last year. Drought in S China ... Cool Planet Energy Systems to build 3 biorefineries in Louisiana with $168M. Wood waste to gasoline. Says operating costs $1-$1.15/gal, but that was based on miscanthus feedstock. 10M gal/y capacity at each plant ... Fiberight going ahead with $20M solid waste to compressed biogas plant in Iowa. $25M USDA loan guarantee. $2.9M grant from Iowa. 400 tons garbage/day ... Darling buying Maple Leaf Foods rendering, biodiesel biz for $613M. 7 plants across Canada ... Columbia airline completed biofuel flight with A320 using camelina fuel ... Europe wind turbine giants - Vestas, Nordex, Gamesa - poised to have pretax profits 1st time since '10 ... Romania pulled plug on $11.4B, 2,050 mile NG pipeline from Caspian. Too expensive ... India developing first ever floating solar power plants ... S Africa to allow shale exploration in Karoo semi-desert, ~40% of country ... Hilton Ft Lauderdale to soon power up 6 wind turbines on roof. $500K. 24Mwh. Will save $25-50K/yr on el bill ... First Solar (FSLR) sold 3 power plants in Ontario, total 50Mw, to partnership of GE, Alterra ... Windreich signed 650Mw turbine deal with Areva for Baltic Sea wind farms ... Westar Energy issued RFP for 80Mw of clean/renewable power ... Sun Ed unit buying Enfinity, Belgian solar developer ... Smith EVs to form 5K-vehicle JV with Taiwan manufacturer ... Australia record week for wind power generation this month.

MONDAY OPEN ... Market up 23/15/3. Volume a little light. Oil: WTI $106, Brent over $110. NG $3.65 ... US durable goods ofers down more than forecast ... CSGH up 25. AMTX up 21, up to bottom (50-day) lines. NORX up 19. BLQN up 16 on 200 shares. CABN up 12. NENE up 3. CERP, WSGP up 2 .... AQNM down 41 on 100 shares. CPWY down 36. ENSL down 20. LMRMF down 18. LEXG down 16. PTOSE down 15. EWRL down 13. MKTY down 11, back below top (50-day) lines. XSNX down 10. BYDDF down 9, under top lines, covered July gap. NTCXF down 5. ECTY, NFEC down 3. RVLT, LEDS down 2.

FRIDAY CLOSE ... Market up 46/19/6. Volume light. Oil: WTI over $106, Brent $111 .... ENSL up 25. AMPD up 23. XSNX up 21. CREG, CSGH, JUHL up 20. CCTC up 19. LEXG up 15. CABN, EWRL up 14. WEST up 13. USEI up 12. PRHL up 10. LEDS up 3 .... BOPO down 36. IFXY down 25. MMMW down 24. AMEL, SOPW down 21. MKTY, NFEC down 13. EVSI down 12. CERE down 11. ECTY, WSGP down 8. RVLT down 4. NENE, CERP down 1.

STUFF ... Sauds building world's largest carbon capture power plant ... Climate scientists say drop in sunspots may affect global warming ... UK announced new criteria for sustainable biomass production. Goes in effect April '15. New rules for woody biomass will save over 70% GHG emissions v. fossil fuels ... Celanese deal with Petro China to develop synthetic ethanol ... Germany broke monthly solar power generation record again in July. 5.1Twh. Wind powgen 5Twh in Jan. The solar number proves lack of sunshine is no obstacle. At end of '12, Germany had 400Mw of solar power capacity per million people. Italy had 267Mw. Belgium 254. Czech Republic 204. Greece143. US 25 ... GTM Research: next 2 and a half years US will double capacity of distributed solar ... A solar system installed every 4.5 minutes in US ... Tesla Model S the safest car on the road. Awarded highest safety rating ever. 5.4 stars on 5 star scale ... Record investment in UK oil/gas industry this year. 13.5B Pounds, up 6B from '12. N Sea production down 30% '10 to '12. 1.55Mb/d in '12 expected to fall to 1.4M to 1.2M this year ... Noble Energy (US) launching drilling with Nicaragua in offshore territory disputed by Columbia ... US-Russian Megaton-to-Megawatt program - created in '93 - ends this year. US has to increase its domestic uranium supplies: Spence Abraham ... Experts: Feds leasing Powder River Basin coal at bargain basement prices ... Panasonic targeting Japanese rooftops for 25% growth this year in solar sales. Sold 540Mw of solar in '12 ... India's largest engineering comp slowing its lending for coal power projects. Concerns future water shortages may cause shutdowns.

FRIDAY OPEN ... Market up 8/10/2. Volume normal. Oil: WTI up around $106, Brent under $111. NG $3.66 ... (stock #s in %) ... CABN up 29. VLNCQ up 23. CCTC up 19. CREG up 18, day 3 of turnaround from top (50-day) lines. XSNX up 14. PRHL up 10. NTCXF up 4. CERP up 2 .... BOPO down 36. CRCL, MMMW down 24. LEOM, LMRMF down 22. DSTI down 18. CSKH down 16. EVSI down 12. WSGP down 8. ECTY down 7. RVLT down 3.

THURSDAY CLOSE. Market up 66/38/14. Volume really light. It's August. Oil: WTI over $105, Brent $110. NG $3.68 ... 3 hour outage on NAZ. Jobless claims 5-yr low ... (stock #'s in %) ... SOPW up 105 on 300K. CPWY up 57. MMMW up 35. VLNCQ, CSKH up 33. CSGH up 28. BOPO up 25 to .025. GWBU up 23 on 1.5K shares. ASPW up 19, maybe break through bottom (50-day) lines. CBEH up 13. LMRMF up 11. WSGP up 9. TSLA up 6. Model S demand outgrowing factory. Selling in China. Netherlands assembly plant opened. Elon for President in '16. Can't buy a Tesla in Texas. What does that tell ye? ...

STUFF ... Argentina partnering up with China over shale gas ... USDA awarded ski area $235K to install solar system ... 5-yr drought in central TX worst since '50's. 50K of region's 145K acres of rice eliminated from water restrictions ... Floods in Philippines causing evacs, Manila standstill ... Indian farmers adapting to falling water tables, unpredictable rains ... Wildfire costs in US over $1B already this year ... Unusual conditions bred tiny avocados this year ... Drillers in south TX having trouble finding enough water to frack because of drought ... Study: support for global limits on CO2 drops as cost estimates rise. (Surprise?) ... State regulators call on EPA to keep GHG emissions rules flexible ... Prices down in Cal's 4th cap-and-trade auction ... China carbon permits exceeding EU prices ... Watchdog says NRC's enviro reviews "too complicated" ... Dolphin deaths continue to rise along US East Coast ... Appeals court ruled against EPA in PA coal power plant case ... NRC granted temp license to NY's Indian Point #2 reactor ... 62 countries now have policies to support biofuels ... FL utility to cut 1K jobs ... DOE: up to 20% of coal power plants in east US expected to close within 5 yrs. Low NG prices, GHG emissions regs ... Poll: most Americans don't support global warming-focused civil disobedience ... Conservatives angry over Fed grant for climate-themed video game ... Senators calling for antitrust probe of oil comps over ethanol ... TX coal export terminal plans dropped ... IG: DOE fails to enforce appliance efficiency standards ... Ferrari plans to make more hybrids ... Japan's nuke watchdog may raise status of new Fukushima leak to "serious". (How about "really serious"?) 300K liters leaked from 1 storage tank of a thousand. China "shocked" to hear contaminated water still leaking from plant. Next step is removing 400 tons of spent fuel from damaged reactor bldg. Never before attempted at this scale. Contains radiation equiv to 14K x amount released by Hiroshima bomb. Over 1,300 fuel rod assemblies ... Some solar manufacturers may boost capacity on surge in Asian demand ... Wind power market to shrink this year and next in Europe, MidEast, Africa on subsidy cuts ... Correcting an item from yesterday: Intergov Panel on Climate Change now 95 to 100% confident human activity the primary influence on global warming. (Not 95% as reported yesterday.) ... US Energy Initiatives (USEI) began making biodiesel with partner ... Land speed record for motorcycles broken using E85. '06 Suzuki hit 209. So did the rider ... EU's overcapacity for biodiesel production continues to weigh on prices ... EC dropped anti-dumping duties for Indonesia biodiesel ... Brazil's oil profits to fund ed, healthcare ... Canada's U of Regina R&D'ing enhanced heavy oil recovery process. Boosts recovery rate to 85% ... Alta Devices with AeroVironment developing solar-powered drone. Remains airborne over 9 hrs ... Super-heated particles from sun expected to hit Earth magsphere by Friday. Grids vulnerable ... Vestas to supply 200 2Mw wind turbines to EDP for US projects. Built in Colo. Deliveries start '14 ... SunEd to separate out semicon ops in IPO to fund development of solar farms, pay down debt. Stock up 18-23% today ... Welspun commissioned largest PV solar plant in Asia ... Union Investment closed 2nd equity round for clean/renewable infrastructure fund.

THURSDAY OPEN ... (stock #s in %) ... Market up 52/34/11. Volume very light. Oil: WTI over $104, Brent under $110. NG $3.66 ... US house prices up 7.7% this year through June ... US leading indicators up .6% in July ... Global manufacturing up more than estimates .... CSGH up 28. VLNCQ up 25. SOPW up 23, up near top (200-day) line, double since late June. CBEH up 10. NORX, XDSL up 9. NENE up 5. NTCXF up 2. RVLT up 1 .... ONYX down 90 on 2K shares. MGLT down 20 on 1K. BOPO, MKTY down 15, MKTY back to top (50-day) line. EWRL down 13. EFOI down 12, fall off top (50-day) lines. ZAAP down 9. XSNX down 8. ECTY down 3. CERP down 2.

WEDNESDAY CLOSE ... (stock #s in %) ... Market down 105/13/9. Fed minutes gave market an excuse. Minutes support tapering schedule. Volume light. Hindenburg Omen? Oil: WTI under $104, Brent under $110. NG $3.62 ... Abandoned dog packs roaming Detroit. Avg hedge fund up 4% this year, S&P up 20% .... CPWY up 112. WTWO up 50. MGLT up 28. SSOL up 26, push off 50-day lines. ENSL up 25. EWRL up 16. ECTY up 15, dam the potential bankruptcy and lawsuits. NORX up 14. GERS up 12. ZAAP up 10. CSIQ, HSOL up 9. NTCXF up 7 ... VLNCQ down 74. CSOL down 23. PTOS down 22. BHWX down 19 on 1K shares. CCGI down 18. AMPD, BLQN down 16. ECAU down 13. PRHL down 12. CCTC down 11. CRCL, LEOM, PSPW down 10. ACFN, POLR down 9. CERP down 7. RVLT down 6. WSGP down 5.

STUFF .... N Sea oil/gas production could fall up to 22% this year on maintenance ... MIT researcher says scientific models admin used to estimate future costs of climate change significantly flawed ... Google's total CO2 emissions down 9% last year to 1.5M metric tons ... Study: smog, poor management dim clean energy prospects for China's bldgs ... IPCC: 95% chance humans causing climate change ... Worst flooding in over a century in far east Russia ... Container ship crossing Arctic for 1st time ... Court requiring EPA to review sewage sludge incinerator standards ... Minn added 180 species to endangered list ... DOJ opened probe into JP Morgan Chase energy market manipulation ... Study found contamination levels from BP Gulf spill higher than Fed data ... German minister: EU should avoid "meddling" in energy policy ... Fukushima sprung another leak ... 1 frack well in OH linked to rash of quakes ... Wisc county OK'd moratorium on frac sand mining ... DOE claims cost of solar power to fall 75% by '20 from '10. Avg costs to be $1/w for utility scale, $1.25 for commercial, $1.50 for homes ... Iran may begin oil price war to win back old customers ... Global Footprint Network: human race officially passed point where our consumption exceeds planet's ability to produce ... Investec seeks to divest 315Mw Australian wind project ... Silver Lake Kraftwerk upping clean tech fund to $653M ... Contact Energy dropped plans for NZ $2B of wind farm investments ... S Cal Ed found random charge times for EV's has averted power demand spikes.

WEDNESDAY OPEN ... (stock #s in %) ... Market mixed, Dow down 38. All indeces in oversold territory. Volume very light waiting on the Fed. Oil: WTI under $105, Brent under $110. NG $3.61 .... NORX up 26 on news. GWBU up 21. NGLPF up 17 on 100 shares. MMMW up 16. EWRL up 10. NTCXF up 3 .... CSOL down 23 on 2K. POLR, BLQN down 16. CCGI down 15, back below all lines. UBRG down 15. PRHL down 11 off high. BLDW down 10. NFEC down 6, ride over? ECTY down 5. RVLT down 4. CERP, LEDS down 2. XSNX down 1.

TUESDAY CLOSE ... (stock #s in %) ... Market mixed, Naz up 24. Volume really light. Oil: WTI $105, Brent $110. NG $3.60 ... Indonesia market plunge. Down 5.5% overnight, new '13 low. India down 18% in last month. Libya to reopen some oil ports .... WWPW up 105. ONYX up 75. EWRL up 25. IFXY up 24. BHWX up 23. NFEC up 22, day 5. BOPO up 19. BFRE up 14. NORX up 13. ACFN up 12 in rebound. PLUG up 12. REGI up 11, rebound from yesterday at top lines. UBRG up 11. CERP up 5 .... CABN down 23. ENSL down 20. ECOS, LEXG down 16. BLDP down 10, coming back to triple since March. AMLM, AMPD down 10. NTCXF down 8. WSGP down 6. RVLT, ECTY down 5. XSNX down 4.

STUFF .... Cal's funding plan for high-speed rail line violates mandates: state Supreme Court. (Go with Hyperloop!) ... Fed report: Sandy recovery spending must account for future climate change ... Study: climate change means sweeter, softer apples ... EPA agreeing to review risk, tech standards for refineries ... Canada utility to pay $750M to settle Cal energy market manipulation case ... EPA suing TX utility over coal permits ... Experts still clashing over BP Gulf spill estimates ... DOI fining oil/gas producer $2.2M for false royalty data ... 2 new NC lawsuits over coal ash pollution at Duke sites ... Signs of shale gas bust in Ark ... Indian regulators rejected cut in solar tariffs ... KiOR being investigated for securities violations ... Dartmouth researchers discovered protein that helps plants tolerate drought, flooding, other stresses ... Bio Process Algae helping Green Plains (GPRE) take algae experiment commercial ... New filter system reducing water, energy use for fracking. Can produce up to 50% more water for reuse over present tech. Advanced Hydro ... Musk plans to build Hyperloop to connect LA, SF ... UK reduced energy use 25% from '05 to '11 by raising prices 28% ... Plants gen mod removes lignin, reduces cost of cellulosic fuel production ... World Bank:rising oceans could cause $1T/yr damage to coastal cities by '50 ... Report due next month from UN to give evidence that Earth - the planet - is warming as well as the atmos ... Measures to curb imports of China solar equipment to Europe killing deals, making projects unviable: head of Lightsource Renewable Energy. "Protecting Europe manufacturing sector all but dead already" ... Japan approved almost 19Gw of commercial solar aps in FY '12. Approved total 21Gw clean energy projects ... Pension Denmark to prioritize direct clean/renewable energy investments ... Pattern Energy financing 218Mw Panhandle Wind project ... Siemens closed on 267Mw turbine supply agreement with PGE ... First Solar (FSLR) signed PPA for 32Mw solar project ... India passed world's 1st corporate responsibility law. Requires larger comps to spend 2% of each year's profits on 9 "pillars". 1 is ensuring enviro sustainability.

TUESDAY OPEN ... (stock #s in %) ... Market up 38/22/7. Volume very light. Oil: WTI under $106, Brent over $109. NG $3.63, headed back up ... Fed wait till tomorrow aft .... WWPW up 105 on 7K shares. ONYX up 75 on 600 shares. CGYV up 37, up to top (200-day) line. USEI up 35 on news. BLDW up 25. SATCQ up 24. NFEC up 16, day 5 of surge, hit new high with news. SPIR up 11. CERP up 2 with news. LEDS up 1 .... ENSL down 20 on 500 shares. ABAT, IFXY down 12. TMEN down 11. ECTY down 10. WSGP down 5. XSNX, RVLT down 4.

MONDAY CLOSE ... (stock #s in %) ... Market down 70/13/9. Volume very light. Oil: WTI $107, Brent under $110. NG $3.45 .... WTWO up 100. BFRE up 59. ECOS up 50. LMRMF up 40. ONYX up 25 on 700 shares. CRCL up 19. AWSL up 18. AMLM up 11. BHWX, BOPO, LIME up 10. NTCXF up 5. CERP up 2 .... NORX down 26. CSGH, MMMW down 22. CSOL down 19. ECTY, REGI, LEXG down 14. LEOM, NFEC down 12. CSKH down 10. ACFN down 9, new low. WSGP down 8. XSNX, RVLT down 1.

STUFF .... US Army to be first to test Sierra Energy waste-to-fuel project in Cal. $3M from Pentagon, $5M from Cal Energy Commission. Modified blast furnace ... Plan to ban oil drilling in Amazon dropped. Only $13M raised for $3.6B fund to buy ~4K sq. mi. in Ecuador. Potential reserves near 800M bls found in national park. In July, Ecuador got $2B loan from China Dev Bank for near 40Kb/d from Ecuador to Petro China over 2 yrs ... Study: Europe forests begin to slow CO2 uptake ... Ancient ice core suggests Antarctica began warming before Arctic ... New Zealand scaling back emissions target ... Drought forcing 1st-ever cutbacks in Lake Mead water deliveries from Lake Powell ... USDA opened program to purchase sugar, sell it to biofuel producers ... Exxon may shut down Arkansas pipeline that ruptured months ago ... Nicaragua plans to explore Caribbean seabed for oil/NG ... Buffett investing in tar sands ... BLM reversed decision to lease parcels near Mesa Verde for oil/NG drilling ... EPA dropped work on coalbed methane rules as drilling declines with NG prices ... OH county election board rejected fracking ban proposal ... Global Data: China to continue to be world's largest wind power market to '20. They doubled cumulative capacity each year '06-'11. Slowed in '12. US the #2 market ... Iran won't have 1/3 of needed revenue for next year's $68B budget ... ND set record of over 821Kb/d production in June ... Beijing signed off on plans for China's 1st offshore LNG facility. $539M import terminal ... Shale gas production in PA, WV up about 50% this year v. last ... Church of England signalled support for fracking of Brit's shale gas reserves. (Now it's religion?!) ... Europe 2Q GDP up .3%. Germany up .7%. France up .5%. Global GDP $74T ... Pacific Ag, Edeniq 5-yr agreement for bolt-on production tech for corn ethanol plants to add cellulosic capacity ... Wisc suspended wind, solar incentives through yearend. Moving toward incentives for biofuel projects like manure digesters, waste wood burning ... 2Q Iowa biodiesel production hit record 57M gal. 9 plants in state ... Lithuania held their biggest biofuel auction. 780M tons worth near $400K ... Mitsubishi bought 50% stakes in 2 EDF solar power stations in France. Total cap 56Mw. Reportedly ~2B Yen ... RWE Innogy to divest biomass assets ... Almost 3.5Gw of German wind capacity denied permits due to aviation authorities ... Google users emit 8 grams CO2/d ... Panda Power to build 859Mw NG combined-cycle power plant in MD.

MONDAY OPEN ... (stock #s in %) ... Market up 19/20/2. Volume very light. Oil: WTI over $107, Brent under $111. NG $3.49 ... Fed wait .... BFRE up 59 off bottom. ECOS up 25. CRCL up 19, at bottom (50-day) lines. LMRMF up 14. GERS up 10. BWEN up 8, back to March high. LIME up 5, reports after close today. CERP up 4. NTCXF, LEDS up 2. NENE, XSNX up 1 .... ECTY down 27, new low, day 6 of bankruptcy run. CABN down 15. NFEC down 11, day 4 of surge. PRHL down 11 on news. WSGP down 9.

FRIDAY CLOSE ... (stock #s in %) ... Market down 30/3/5. Volume normal (on options Friday!). Oil: WTI under $108, Brent over $110. NG $3.37 ... Samsung smartphone watch next month. Dick Tracy .... AQNM up 99, leap off lines. NFEC up 72, covered in open. AWSL up 26 on 800 shares. ENSL up 25. XDSL up 20. (I'd put them in my long term portfolio. As soon as I get that money.) CABN up 18. MMMW up 14. GPRC up 13. CCTC, CRGE, SSOL up 11. WSGP up 10. (Might put that in my portfolio too.) CERP up 6 (Is in my portfolio.) .... WWPW down 51. WTWO down 50, double bottom. BOPO down 49. ECOS down 33. GWBU down 18. EWRL, LMRMF, SATCQ down 16. XSNX, QTMM down 12. CRCL down 11. LIME, ZAAP down 10. CLNT down 9. LEDS, ECTY down 4. NENE, NTCXF down 1.

STUFF .... Cuadrilla suspended fracking NG in south England after threats of protests ... EPA to update mileage labeling rules to resolve disparities among hybrids, EVs ... Intl team of scientists discovered new plant enzyme that could lead to cheaper cellulosic fuels ... Researchers found a batt that meets DOE targets for large energy storage ... Plants in southwest US moving up mountains in response to climate change ... Report: early climate change may have triggered collapse of Bronze Age civilizations ... Drought improved slightly in US, intensified in west ... 9 diseases in Vietnam resurfaced with climate change ... Trans Canada acknowledged tar sands crude could sink in water if spilled ... Cal commission launched investigation into offshore fracking ... Marcellus production boosted from new pipelines, processing plants ... Gulf of Mex well evacuations because of storm ... WY regulators urging drillers to join forces to reduce flaring ... 3 new crude-rail terminals in 3 weeks in Canada ... LBNL report: installed prices of PV solar systems for residential, commercial fell 6-14% in '12 from '11 to $5.30/w for small systems, $4.60/w for larger. Down from ~$8 in '09 ... Up to 30 TX communities could run out of water by yearend ... Marcellus fracker wants to build new pipeline for water ... Marathon Oil bought Mitsui's stakes in 3 ethanol comps for $75M ... Redox Power Systems signed partnership deal with U of MD researchers to develop, commercialize new fuel cell. 1/10th size, cost of fuel cells now on market. Solid oxide fuel cell. Connects to NG supply. 80% efficient when generating el and heat. "The Cube" may be on market next year with 25Kw model. Later 5Kw, 80Kw models ... RWE to close 3.1Gw of fossil fuelled power plants around Europe due to booming clean/renewable energy market ... Market Watch analyst: by '24, water shortages, pollution will pose greatest threats to US econ. Scientific American: could take $60T to avoid ... Sandia Lab developing low-temp combustion tech for diesel engines to reduce soot, emissions ... GE, Sandia discovering new designs for wind turbine blades to reduce noise, increase power output ... 4 wind power projects in a TX county being combined into single farm, making it world's largest community-owned wind farm. Saves $5M in development costs. Over 1Gw total. 123K acres. Construction start planned for next year ... Watami (Japan) to build 15Mw solar plant on Hokkaido. $46M. Online late '14 ... DOE to target cost reductions in clean/renewable energy funding ... Czech lower house voted to end clean/ren energy subsidies.

FRIDAY OPEN ... (stock #s in %) ... Market up 20/12/1. Volume a litle heavy (options Friday). Oil: WTI under $108, Brent $110. NG $3.36 ... Study: China reports "willfully fraudulent" data .... NFEC up 88 on heavy volume, day 3 of triple surge, new high. XDSL up 20. WSGP up 16. SSOL up 11, staying above 3 lines. LSCG, POLR up 9. LEDS up 5. CERP up 3. NENE, XSNX, RVLT up 2 .... BHWX down 30 on 1K shares. EWRL down 16. AMEL down 11. ECTY down 4, getting slapped with lawsuits.

THURSDAY CLOSE ... (stock #s in %) ... Market down 225/63/24. (Well, if this world age is ending in 5 yrs, are you going to sell your stocks now or when? Yeah, I'm putting it out there. What do I have to lose?) Volume surprisingly slightly light. Oil: WTI over $107, Brent over $111. (Pretty recessionary prices.) NG $3.42, climbing back up anticipating winter. Half of US homes now bought with cash. It was 20% before the crash .... WWPW up 112. CSGH up 25. GWBU up 23. SWET up 21. ECOS up 20. TMEN up 16. NFEC up 14. LEDS, QTMM, WSGP up 12. XSNX up 10. NTCXF up 3 .... WTWO down 33. AWSL down 21. BHWX, XDSL down 16. CABN, HOKUQ, UBRG down 15. CERP, DSTI, LMRMF down 12. CSIQ, SSOL down 11. CRGE, POLR down 10. ECTY down 9. NENE down 5. RVLT down 3.

STUFF .... LBNL report: world solar prices will keep dropping, but US prices will stay relatively high because of "soft costs" - licensing, etc. ... Scientists calling for more understanding of how climate extremes alter nature's carbon cycle ... Ancient redwoods having unprecedented growth spurt ... Activists: Scotland will miss climate targets if fracking approved ... Enbridge replacing pipeline involved in huge Mich spill ... Chad suspending China oil comp over spill ... IBM "HyRef" system combines weather modeling, sensors, analytics to better forecast wind farm output ... New analysis shows India's "huge" offshore wind power potential. Also, Ministry outlined new "green energy corridor"to facilitate clean power integration into grid. Germany providing tech assistance, 1B Euro soft credit ... China scrapped 2Gw coal power plant over enviro, pollution concerns ... Iraq maintenance work on southern export facilities likely to curtail exports up to 500Kb/d for 4-6 months starting in Sept: IEA. Iraq's South Oil Comp says it won't affect shipments, country will continue to meet export targets ... Nigeria lost 136M bls of oil worth ~$11B '09-'11 from thieves ... Platts est. China July oil demand up 6.6% yoy ... API filed petition with EPA to waive '14 RFS blending requirements ... CNG prices ~$1/gal less than diesel ... Wholesale biodiesel prices soaring in Europe ... Britain awarded 2.4B Pounds in smart meter contracts. Target 53M meters to every house, small biz by '20 ... Uganda started build of new 600Mw hydropower dam on Nile. $1.4B. Sinohydro building. Uganda faces regular power outages. El demand up 15%/yr lately from 10% before ... $357M (equipment) 400Mw NG power plant approved by Grand River Dam Authority in Okla. Also to spend $30M to convert older of 2 coal plants to NG, $53M to bring newer one into Fed emissions compliance. Also to expand 48Mw wind power capacity to at least 150Mw ... 13Mw PV solar project being built in NJ. 1 of largest net-metered solar install in US ... Duke bought 4.5Mw solar farm at San Fran reservoir from Sharp unit. Duke has invested over $3B since '07 in US solar farms ... Canadian Solar (CSIQ) launched $50M equity offering. Stock at market ... Mitsubishi, EDF JV secured 100M Euro debt for French wind portfolio ... Solar panels returning to White House ... Proposed 6-yr phaseout of wind PTC slowly gaining traction in Congress ... DOI plans 1st-ever lease sale for 2 Colo solar zones ... 1K fish found dead in National Mall pond.

THURSDAY OPEN ... (stock #s in %) ... Market down 206/59/23. Volume a little heavy. Concern over stimulus say the experts. Oil: WTI $107, Brent under $111. NG $3.39 ... Philly manufacturing up 3rd straight month. US industrial production unchanged in July .... CGYV up 37 on 1K shares. GERS up 18. NFEC up 12 more, day 2 of surge. QTMM up 12 on 2K shares. NTCXF up 7. XSNX up 6. WSGP up 5 on news. LEDS up 4 .... CRCL down 26. AWSL down 21. POLR down 16. UBRG down 15 on news. MKTY down 10. RVLT down 3. NENE, CERP down 2.

WEDNESDAY CLOSE ... (stock #s in %) ... Market down 113/15/8. Volume slightly light. Oil: WTI $107, Brent over $110. (No wonder econs can't grow). NG $3.34 .... CRGE up 108. UBRG up 53. NFEC up 37, big day with volume. WSGP, DSTI, SATCQ up 33. BLQN up 19 on 600 shares. RNWEF up 16. SPIR up 14. PSPW up 13. PRHL, PTOS up 11. LMRMF, MKTY up 10. LEOM, XIDEQ up 9. ECTY up 8 .... HOKUQ down 31. CERP down 24 after reporting. CREE down 22. AEHI down 16. BFRE, GERS down 15. TMEN down 14. BIOF down 13. ASPW, QTMM down 10. CCGI down 9, fell through all lines on railroad tracks on ECTY travails. XSNX down 5. NTCXF, LEDS down 4. RVLT down 2.

STUFF .... NY state bonds to finance energy efficiency loans. A first ... Study: oceans rose 30 ft above modern level during time of similar global warming ... BLM approved new solar, geothermal development plan for Cal desert ... Fed court blocking VT from closing nuke reactor ... Conoco proposing more production in AK Reserve ... Grid reliability issues could delay shutdown of 2 coal power plants in PA ... Xcel moving to buy another wind farm ... Amtrak set all-time monthly ridership record in July ... Detroit mayor ordering removal of coke piles along Detroit River ... EC may allow state aid for nuke power ... ND fining Halek $1.5M for jeopardizing drinking water with fracking. Same comp facing $22M fraud case in TX. (Industry should wean out the bad actors.) ... Moapa Band of Paiute Nation formed JV to build up to 1.5Gw of clean/renewable energy on its land in Nev ... Solar City (SCTY) to buy direct-marketing comp for $120M ... Yingli, DEK Solar (UK) to jointly build solar manufacturing research center ... FL Biofuels shutdown. Used cooking oil feedstock boosting costs to $3/gal ... Ukrainian biomass comps risk bankruptcy after Poland dropped subsidies ... NM State U got $5M grant from DOE to boost algae-based drop-in fuel techs ... Thailand planning to boost biodiesel production to 7.3M liters/day by '21, up from 5.9M target. 2.8M production now. Sticking with palm oil. Target for advanced biofuels cut to 3M liters/d by '21, down from 21M. B7 blend next yr, B10 by '19 ... BP set to sue US over contract blockage by EPA ... Western oil majors still holding on to Azerbaijan despite Putin ... TVA to buy majority stake of NG combined-cycle power plant for $400M. 774Mw plant ... Brazil sugar forecast cut 13% on frost, drought ... TX nuke weapons plant to build 11.5Mw wind farm ... GE started its 1st wind farm in Estonia. 45Mw. In '11, Estonia became 1st EU member to exceed its '20 clean/ren target. 25.9% powgen share in '11 ... UK wind developer made party donations after getting govt grant. (At least they waited until AFTER getting the grant.) ... China solar PV exports to EU down 58% 1H13 ... EBRD considering 68M Euro loan for 108Mw Romanian wind farm.

WEDNESDAY OPEN ... (stock #s in %) ... Market down 98/15/7. Volume normal. Oil: WTI over $106, Brent over $109. NG $3.35 ... Eurozone recession ending .... NFEC up 80 after reporting, over all lines back to Nov top on volume surge. RNWEF up 16. LMRMF up 13. SWET, PTOS up 11. CLNT up 9 after reporting, back to July high. ECTY up 2, the plunge stopped for now .... AEHI down 66. CRCL down 27. CERP down 21 after the 3-day double. CREE down 20 after reporting, back under 50-day lines. BHWX down 16. BIOF down 12, under bottom (50-day) line. RSOL down 11, back to top bottom (200-day) line. NORX down 10. NTCXF down 4. NENE, RVLT down 2.

TUESDAY CLOSE ... (stock #s in %) ... Market up 31/14/4. Volume slightly light. Oil: WTI $106, Brent over $109. NG $3.31 .... ECOS up 150. HOKUQ up 58. WTWO, ONYX up 50. CRCL up 38. AWSL up 33 on 400 shares. PSPW up 29. ASPW up 22. CERP up 16. LEXG up 13. WSGP up 12 .... AEHI down 70. WWPW down 52. AQNM down 48. CRGE down 45. SATCQ down 40. CSKH down 28. ECTY down 24. KIOR down 21 (watch for rebound price). CSGH down 20. GWBU down 18. CREE down 15 after reporting after close, broke below 50-day lines. DSTI down 11. NTCXF down 4. RVLT, LEDS down 2.

STUFF .... US govt awarded OR State U $4M to study climate change effects on future western forest die-off from increasing drought, pests, disease, fire ... Record-setting East Asia heat wave spreading to Japan, Korea ... Study: climate benefits of cutting soot, methane may be lower than initially thought. (May be, but who wants to breathe that stuff?) ... USDA expects record corn crop ... World's largest cellulosic ethanol plant started up in Italy ... IL coal-fired power plants going bust ... NASA developed 1st satt dedicated to tracking climate change ... By '15, more than 1K new ultra-high-speed monitoring devices will be in place across US, Canada grids replacing slower monitors. May prevent blackouts ... Mexico prez laid out role for private comps in their oil industry ... Oil/gas lease sale set for state-owned tracts in AK's North Slope ... 1Gw Serbia solar project cancelled by developer. Lawsuit threatened. Govt failed to provide promised land by deadline ... IEA: shortage of biofuel credits needed for gasoline sales may lead to increase in US exports of gasoline in '14 ... KiOR reported 2Q loss of $38M v. 1Q $31M loss. Revs $239K v. 1Q $71K. (No wonder stock has plummeted.) ... EU-funded algae biogas project in Spain harvested 1st crop of algae biomass using wastewater. Methane production expected to yield 200-300 liters gas/kilogram of processed biomass ... Taiwan's 1st nuke power plant has spent fuel rod storage pools leaking radioactive water since END OF '09 ... Stanford researchers discovered random disorder best for polymer solar cell structure ... IKEA to buy 7.6Mw Irish wind farm from Mainstream. Online early '14. IKEA plans to invest 1.5B Pounds in wind, solar up to '15 ... Arista Power (ASPW) got $574K contract for 166Kw solar PV array for NY Harley Davidson store ... Canada banks losing appetite for clean/renewable energy projects debt finance ... India reinstating generation-based incentive for wind power ... German PV solar installer filing bankruptcy ... Trina won contract for 250Mw Copper Mountain 3 solar project in US ... Financing cut off for ECTY (Ectotality) forcing bankruptcy. (I think they may have a DOE loan guarantee on thebooks.) ... Coca-Cola to reward customers who pledge to recycle ... Fed appeals court ordering NRC to continue review of DOE ap to build Yucca nuke waste storage ... DOI approved 1st project to tap FL ocean currents ... State Dept hedging on review time frame for KXL ... Commerce Dept declaring fed disaster for FL oysters ... Cal arguing feds have enviro say over bullet train. (Um, isn't Musk's tube 1/10th the cost?) ... BP suing EPA over fuel supply restrictions ... Utility campaigning for help to pay for San Onofre (Remember "China Syndrome"? That was a movie, huh?) ... IL pipeline explosion. Evacs ... Ground broken for wind farm at nuke weapons plant ... China air pollution damaging tourism. Huh. Who would've thought? ... Andean condors suffering from insecticide poisoning ... Happier trails, pards.

TUESDAY OPEN ... (stock #s in %) ... Market down 52/10/3. Volume normal. Oil: WTI $106, Brent over $109. NG $3.32 ... AMR-US Airways deal blocked by US antitrust lawsuit. US July retail sales missed forecasts .... PSPW up 25. MMMW up 21. CERP up 19 more, day 3 of surge. CRCL up 16. LEXG up 15, above top (200-day) line, SPIR up 14. GPRC up 10 .... AEHI down 51 after yesterday's pop. AQNM down 48, back under all lines. ECTY down 26 more, another new low. EWRL down 15, new low. KIOR down 14, another new low, day 4 of plunge. RVLT down 5. NTCXF, WSGP down 4.

MONDAY CLOSE ... (stock #s in %) ... Market flat, mixed. Volume very light. Oil: WTI over $106, Brent $109. N Sea disruption, Libya shut terminal. NG $3.29. US July deficit $98B .... AEHI up 233 on 60K shares. AQNM up 96 on 500 shares. CSKH up 40. CSKH up 40. CERP up 35 more on strong volume, earnings report Wednesday. BOPO up 30. AMEL up 21. HOKUQ up 20. LEXG up 19. CPWY up 17. NGLPF up 16. GWBU up 14. TMEN up 13. CSGH up 11. CERE up 10 off all those new lows. LIME, EFOI up 10. OLED up 9, day 2 of surge from bottom lines. QTWW up 9. WSGP up 8. RVLT up 6 .... ECTY down 79, may file bankruptcy. ECOS down 50. ENSL down 38. AWSL down 25 on 200 shares. DSTI down 24. BLDW down 20. SSOL, BLQN down 16. XSNX, BFRE, CREG down 12. KIOR down 12, day 3 of plummet, new low. CCGI down 11, back to top (50-day) line, maybe affected by ECTY. ACFN down 10, back on 12-month bottom. CDXS down 10, back to bottom. NTCXF down 7. NENE down 4. LEDS down 2.

STUFF .... Heat wave lingering over Siberia. Fires where usually ice, snow ... Report: local wind power at heart of industry's '12 growth ... Report: Australia the developed nation most threatened by climate change ... Climate effects taking toll on Uganda farms ... Ancient homegrown solutions in Sri Lanka helping remedy flood, drought damage ... Regulators tightened air pollution rules for PA frackers ... Cal legislators seeking investigation of offshore fracking ... W Australia reversed residential solar FIT cut 4 days after announcing it ... Dong Energy working to cut offshore wind costs 40% this decade ... Germany's big utilities getting hurt by falling power prices, shrinking market as clean/renewable energy grows ... IEA: global crude refining up over 3Mb/d in June as new capacity came online, maintenance ended ... Iraq's oil production expected to slip below 2.5Mb/d in Sept ... IEA reduced forecast for '14 global oil demand 100Kb/d to 1.1M on China slowing, US and EU stagnation. Global supply up 575Kb/d in July over June mostly on increased N Am production. OPEC production slipped 165Kb/d in July from Iraq, Libya, Yemen trouble ... Deep ocean warming faster than atmos ... EIA: China poised to top US as world's oil imports leader in Oct. Bought record 6.1Mb/d last month ... OPEC says world oil consumption will increase 1Mb/d in '14 to 90.8M. But demand for OPEC crude to fall ~600Kb/d less than it pumped last month to under 30Mb/d ... Nigeria oil production set to rise to 2.5Mb/d next 2 weeks as pipeline repairs completed. (How long will that last?) ... Citi analysts think world oil demand to peak in a few yrs at ~92Mb/d as long as vehicle efficiency increases 2.5%/yr ... Praj (India) broke ground on $25M cellulosic ethanol demo plant. 100 tons biomass/day feedstock from corn stover, cob, bagasse ... Iowa debuted E85 at pumps ... Petro China to develop giant Iraq oil field with Exxon. Potential to buy into Lukoil project ... Mitsui to invest $22M in biofuel project ... Ford expanding bio-based parts list with rice hulls ... Yingli or Trina may bid for Suntech ... Musk rolling out plans for Hyperloop ... Obama signed bills to boost small hydropower projects ... Oil lobby ads slamming RFS ... China accelerated subsidies for enviro protection.

MONDAY OPEN ... (stock #s in %) ... Market flat. Volume slightly light. Oil: WTI under $106, Brent $108. NG $3.34 ... Europe's longest-ever recession seen over. Japan's econ slowed .... CRCL up 22. BOPO up 19. CPWY up 17. IFXY, NGLPF, SPIR, TMEN up 16. CERP up another 15 on strong volume. CHGI, EFOI, ORYN up 10. RVLT up 3 .... ECTY down 70 on financial news, new low on heavy volume. ECOS down 25. BLQN down 16 on 100 shares. GERS, OOIL down 14. CREG down 13. DSTI down 11. XSNX down 6. NENE, NTCXF down 1.

FRIDAY CLOSE ... (stock #s in %) ... Market down 72/9/6. Volume light. Oil: WTI over $106, Brent over $108. NG: $3.22. Americans giving up passports up 6x. Tougher rules loom. Chavez hidden billions. China credit expansion at 21-month low. US wholesale inventories down .... AEHI up 200. Nice. ENSL up 62. Not bad. MMMW up 53, jump off double bottom, 50-day lines. CABN up 29. OOIL up 29, up to 50-days from bottom. CGYV up 26. CERP up 22 on strong volume. PRHL, QTMM up 20. DSTI up 18. GERS up 16. PTOS, USEI up 14. RSOL up 10. NTCXF up 4. ECTY up 1 .... ONYX down 73 on 11K. HOKUQ down 41. WTWO down 33. AMEL down 22. WSGp down 21. At some point the dump revolts. PSPW down 18. CSKH down 16 on 1K. AQNM, BHWX down 14. CRGE, MKTY down 12. ASTI, TMEN down 11. TPLM down 9, gap down to bottom (200-day) lines. RVLT down 7.

STUFF .... Power plant for US Capitol campus the largest single source of CO2 emissions in Washington DC. Burns coal, fuel oil ... Research firm IHS CERA: Keystone XL would not increase GHGs because its rejection would probably shift crude imports to Venezeula tar sands - the same kind of heavy crude as Alberta's ... Navigant: 38 new advanced energy storage projects announced, started or deployed worldwide 1H13 ... Report: northern forests take, release more CO2 ... NOAA detailing climate change effects on estuaries ... Global warming "drying up" India monsoon ... EIA: energy jobs increasing faster than all of US private sector ... VC funding in wind power unusually high in 2Q: Mercom. $195M went to 2 comps in India. $210M total in 4 deals. $16M for 3 deals in 1Q. Total wind sector funding $315B in 2Q ... Amyris (AMRS) raised $60M in private placement of convertible notes ... Exxon, Imperial Oil buying Conoco oil sands stake in Canada for $720M. 226K acres ... Recent tests in Britain suggest it will be possible to collect CO2 emissions from industrial hubs and store them below the oceans. 1 location 40 miles offshore Yorkshire with estimated capacity of 200M tons CO2. Equiv of removing 10M cars from roads for 10 yrs. Similar sites all over Europe ... Real Goods Solar (RSOL) buying Mercury Energy to expand on US east coast. Issuing 7.9M shares for purchase. Mercury had $35M revs in '12, has about $10M cash, no debt ... Sojitz (Japan) plans to build 106Mw of solar power at 4 stations for 35B Yen ($362M). Online by '17. Their 1st solar projects in Japan. LG Electronics (S Korea) to supply panels ... 2Q shipments from 3 of top 4 solar panel makers exceeded projections by up to 32%. Demand surge in Asia. Canadian Solar (CSIQ), Yingli, Trina ... Samsung buying OLED maker Noveled for 260M Euros ... NRG Energy posted 2Q profit, heavy 1H loss ... Allianz buying 50Mw of wind projects in Italy, France ... Uttar Pradesh India gave green light for 230Mw of new solar power projects ... CT plans 1st statewide microgrid in US ... Study: EVs carry heavier footprint than hybrids in most states ... Wind power struggles to reach New England customers during peak demand ... Trees revealing lasting impacts of Chernobyl ... Report: nuke power plant in Taiwan may be leaking toxic water.

FRIDAY OPEN ... (stock #s in %) ... Market down 70/3/4. Volume normal. Oil: WTI under $105, Brent over $107. China industrial output up .... PRHL up 33 on 300 shares. HOKUQ up 17. CERP up 16 on strong volume. QTMM up 16. MMMW up 14 on news. OLED up 12, leap gap from bottom lines to over top on volume spike. BFRE up 12. RSOL up 10 on news, climb off top bottom (200-day) line. SPIR up 10. NTCXF up 5, back to bottom (50-day) lines. LEDS, ECTY up 3 .... PSPW down 18. UBRG down 13. XSNX down 12. AMEL down 10. WSGP down 9 more, new low. RVLT down 3. NENE down 1.

THURSDAY CLOSE ... (stock #s in %) ... Market up 27/15/6. Volume normal. Oil: WTI under $104, Brent under $107. NG $3.32 .... ONYX up 153. WTWO up 50. ECOS up 33. SSOL up 29. AMEL up 25. PSPW up 22. BLQN up 19. FSYS up 17. BHWX up 16. POLR up 15. TSLA, EWRL, CGYV up 14. SZYM up 13, jump back to June top off top line. WEST, ZAAP up 12. POWR up 10, another gap up new high off top line. NTCXF up 4. ECTY up 1 .... AEHI down 50. PTOS down 30. CRCL down 20. LEDS, CABN down 17. PPRW down 16. PLUG down 15. GERS, HOKUQ, QTMM down 14. UBRG down 11. SCTY down 10, back under 50-day lines. KIOR down 10, back under 50s, back to bottom. NENE down 7. RVLT down 5. WSGP down 4, the dump continues. CERP down 3.

STUFF .... Research suggests human-caused GHG emissions may have centuries-long impacts ... Report: Lake Tahoe's clarity improved in '12 ... Manatee, dolphin deaths in FL estuary ... Mexico govt dialing back energy reform plan ... Canada stepping up fracking monitoring ... Railroad involved in Canada oil-train crash filed for bankruptcy ... Report: infrastructure stands in way of record US oil production ... US crude refiners expected to process 15.8Mb/d this month, most since Aug '04. Export demand way up ... Sauds offered Moscow large econ pack for cutting support to Assad: Reuters ... US Navy expects affordable biofuels by '16 ... ADM says record US corn crop leading to 43% drop in corn prices in Chicago should lead to higher ethanol margins in '14, '15. Will lead to more blending ... Last month Kyrgyzstan agreed to sell its NG network to Gazprom for $1. Gazprom agreed to invest over $600M to improve Kyrgyz NG infra, assume $38M debt ... Chesapeake giving up on NY fracking ... Tullow came up dry in Mozambique, French Guiana ... Al-qaeda plot against Yemen energy infra foiled ... 1st of near 1M separate components showed up at ITER fusion project in France. Assembly on site ... NOAA: '12 1 of 10 warmest years on record, sea levels reached record high, Arctic Sea ice hit record low ... United Illuminating (Hartford) crying to regulators over tens of millions dollars cut from proposed rate increase. Their parent comp reported 49% increase in profits ... DOE: US installed more wind gen in '12 than any other country ... Glennmont raised 200M Euros for 2nd fund - 10-yr clean/renewable energy fund. Aims to raise up to 450M Euros. Focus on French, UK marts ... JX Energy, Japan's biggest refiner, to build 3 solar power stations. 1, 4 and 12Mw. Online in '15 ... UK clean/ren power gen hit record high in 1Q13 ... EIB lending 45M Euros to Buysen for clean exhaust research ... Solar manufacturers raising 2Q shipment guidance ... Abundance crowd funding platform financed 2 solar projects in 35 days.

THURSDAY NOONY ... (stock #s in %) ... Market up 23/19/5. Volume normal. Oil: WTI under $103, Brent under $107. NG $3.23. US jobless claims lowest since '07. Elon Musk the new Bill Gates .... ONYX up 100. WTWO up 50. CGYV up 44. AMEL, SSOL up 23. USEI up 21. EWRL up 20. FSYS up 19 after reporting, jump off top lines to new high on super volume. Might buy that on comeback. TSLA up 17 after reporting, new high, quadruple since April. POWR up 12, gap to new high from top lines, triple since Sept. DSTI up 12. MKTY up 11, rebound from selloff. MMMW up 10. PSON, ECTY up 3. NTCXF, CERP up 2 .... AEHI down 50. HOKUQ down 49. CSKH down 16. GWBU down 15. CABN down 14. PLUG down 12, back to 3 bottom lines. LEDS down 12, getting back to Feb bottom. ACFN down 11, back to April bottom. UBRG down 11. HIIT down 7, back under top (50-day) lines, 3-month basebuilding at tops, quintuple last 12 months. AMRC down 7 after reporting, gap down from all lines. NENE down 5, back near top lines (50s). RVLT, WSGP down 2.

WEDNESDAY CLOSE ... (stock #s in %) ... Market down 48/11/6. Volume normal. Oil: WTI over $104, Brent over $107. NG $3.24 .... WWPW up 36. LMRMF up 20. SATCQ up 18. ASPW, GERS, XSNX up 16. CCTC up 13. NORX, SPIR up 12. NENE, RVLT up 2 .... AQNM down 41. BLQN down 35. MMMW down 34. WTWO down 33. ONYX down 31. CGYV down 30. IFXY down 25. VRNM down 20. USEI down 17. SRWRF down 16. MKTY, XIDEQ down 15. AMEL, PPRW, SSOL down 14. FSLR down 13. CABN, TMEN down 12. BOPO, PLUG down 10. LEDS down 9, back below bottom line. ECTY down 4.

STUFF ... First Solar (FSLR) bought GE's CdTe solar property. Also bought 1.5Gw development pipeline in US, Mexico from Element Power. And they reduced their '13 outlook while reporting lower numbers for quarter ... 300 metric tons of contaminated groundwater from Fukushima emptying daily into Pacific. Going on for months. Japan govt stepping in ... US had warmest year on record in '12: "State of Climate" report ... Congressional task force: DOE could further CO2 goals with efficiency rules, backing private investment in advanced energy tech, studying climate effects of exporting LNG ... Study: methane emissions from Utah NG field at 6.2-11.7% of production ... Study: no new climate change treaty in '15 unless more nations develop domestic legislation to address rising GHG levels ... Navigant: decommissioning coal plants could be multibillion dollar biz globally by '20 ... PA shuttered spill-prone NG treatment plant ... Enviro violations mount for Wisc frac sand mines ... Brazil development bank to boost ethanol production loans 46% this year to $2.6B. Interest rates down to 5.5% ...1K Shanghai buses to run on swill biodiesel starting in '14. Swill - cooking oil so dirty it can be toxic to humans ... PA's proved NG reserves rose 90% in '11, 41% of overall US increase: EIA ... Washington threatening Pakistan with sanctions if it continues with Iran NG pipeline. Iran has completed its segment of the $7.5B pipe. Pakistan started theirs in March at border. '15 completion. 21MCM/d capacity. NG from offshore Iran in Persian Gulf ... New Shell platform anchored in Gulf of Mex ... Smart meters on feeder lines at all 9 govt utilities in Pakistan have helped save 100Mw so far to add to grid. Help from USAID ... Showa Shell to build 49Mw biomass power plant south of Tokyo. Online by '16. ~16B Yen. Woody biomass from N Am, palm kernel shells from SE Asia feedstock ... Sun Ed $103M 2Q loss ... Tamil Nadu unveiled draft solar tariff rates ... DOE approved 3rd LNG export project ... Judge ordered BP to explain why it won't pay claims center bill ... GE called off plans for Colo solar plant ... SF Bay area cities standardizing solar permit process.

WEDNESDAY OPEN ... (stock #s in %) ... Market down 74/26/10. Volume normal. Oil: WTI under $105, Brent under $108. NG: $3.25 .... LMRMF up 20 on 1K shares. CABN up 18 also on 1K shares. RVLT up 9, heading back to top on volume, reporting. XSNX up 7. WSGP up 5. CERP up 3 .... CSKH down 33. GWBU down 21. VRNM down 16 after 2-day jump. FSLR down 14 after reporting, gap back from 50-day lines to top 200-day. QTMM down 14. SPWR down 13, most solars down, fall below top (50-day) lines, still up 4x on year. MMMW down 12. JUHL, QTWW down 11. MKTY down 8. PLUG down 5, back to top line. ECTY down 3.

TUESDAY CLOSE ... (stock #s in %) ... Market down 93/27/9, probably headed back to 50-day lines. Volume a little light. Oil: WTI under $106, Brent over $108. NG $3.30 ... US suing BOA over $850M of mortgage-backed securities fraud. Germany factory orders up .... HOKUQ up 99. BHWX up 71. WTWO up 50. AWSL, CGYV up 45. VRNM up 37 on news. UBRG up 20. AMEL, AQNM up 19. PLUG up 17, peak over top (200-day) line on strong volume. SRWRF up 15. SENY, USEI up 13. GWBU up 12. NFEC, TMEN up 11. PRHL up 10. NENE up 2 .... ENSL down 38. ECOS down 25. FNVRF down 19. XSNX down 18. MMMW down 17. EWRL down 13. WSGP, AXPW, CABN down 11. CERP down 5. ECTY down 2. RVLT down 1.

STUFF ..... JA Solar (JASO) to supply panels for largest Georgia solar farm ... Deepwater floating wind turbines may be 4 yrs away ... Alaska heat wave killing off fish ... NJ startup claims gas-to-liquids product tackles oil field flaring ... Belarus starting push for clean/renewable energy. 10 biogas facilities, wind, hydropower plants in past 5 yrs. Hydro capacity now 30Mw, biogas 5.5Mw, wind 4 Mw, solar 1 Mw ... Solar power can provide 1/3rd of US west's grid needs if DOE's Sun Shot Initiative meets its '20 goals of inexpensive equipment, etc. UC Berkeley computer model ... Carl Sandburg College offering new biofuels manufacturing tech program this fall ... Cuadrilla began fracking in Britain ... Thailand plans to spend 80B Bhat to set up solar farm in every village ... Santa Fe fall launch of website offering home energy audits ... EPA will now provide prelim screening results for clean/renewable potential at 66K contaminated land, landfills, mine sites. Up from 24K ... EPA gave refiners 4 more months to meet renewable fuel quotas. Left unchanged this year's mandate to use 16.55B gal of them. Plans to reduce 18.15B gal '14 mandates. Also cut '13 mandate for cellulosic biofuels to 6M gal from 14M ... Edison Intl bought rooftop solar developer SoCore Energy. Primarily develops comm, industrial rooftop solar ... Vivent (Utah) arranged $200M tax-equity funding to build residential solar systems ... Principal Solar to seek substantial funding in '14. 2Gw portfolio target ... UK solar FIT change confirmed by official ... Longyuan Power subsid issuing $300M in bonds for clean/renewable energy funding ... SEB, KIW IPEX investing 84M Euro in wind farm ... NM bearing brunt of US west's drought conditions ... Judge upheld Shell's Arctic oil spill plans ... GM lowered Volt price $5K.

TUESDAY OPEN ... (stock #s in %) ... Market down 121/31/11. Volume slightly light. Oil: WTI under $106, Brent under $108. NG $3.31 .... HOKUQ up 99. WTWO up 50. VRNM up 35, leap over all lines on strong volume. BFRE up 25 on 3K shares. SRWRF up 21 on 1K. GERS up 16. SATCQ up 11. GTAT up 11, double since March on strong volume, above all lines. NTCXF up 5. NENE up 4, day 2 of surge over top line. CERP, PSON up 3. ECTY up 1 .... ENSL down 38. IFXY down 25. FNVRF down 19. MMMW down 17. CABN, NORX down 11. XSNX down 5. WSGP down 4. HIIT down 3. RVLT down 1.

MONDAY CLOSE ... (stock #s in %) ... Dow down 46, Naz up 3. Volume very light. Oil: WTI under $!07, Brent over $108. NG $3.32 ... ONYX up 100. CABN up 60. XIDEQ up 50. AEHI up 33. AQNM up 25. XSNX up 21. GERS up 20. ECTY, BLDW, QTWW up 15. BSRC up 13. MKTY up 13, new high. CSIQ up 11, new high. OPTT up 10. PSON up 9. NTCXF up 7. NENE up 6 .... HOKUQ down 50. WTWO down 33. AWSL down 31. MGLT down 27. WSGP, DSTI down 23. ECOS down 20. MMMW down 19. PRHL down 18. CBWP, UBRG down 16. AMEL down 13. ASPW, BHWX down 12. NORX, SATCQ, TMEN down 10. RVLT down 4.

STUFF .... ~298K hybrids sold this year so far in US. ~36K EVs .... NatGas comps have charged Americans $20B for gas leaked from aging pipelines from '00-'11: US senator's office .... Arctic ice close to record lows .... Study: rising seas threaten Wilmington, NC .... Siemens: Japan's clean/renewable energy output to nearly double by '30 .... Australia to raise emissions reduction target to 15% .... Green Plains Renewable E (GPRE) shutting down 9 ethanol plants until late Sept on tightened corn supply .... U Cal SD to test energy storage grid services .... Refinery strikes in Libya have curtailed exports near 1Mb/d .... US gasoline demand recently up near 10% over '12 .... Yemen's main oil pipeline blown up over weekend. Exports halted .... Loss or reuction of oil and NG exports from Algeria, Libya, Syria, Iran, Iraq, Egypt, Yemen, S Sudan really starting to add up .... Proved US oil reserves up 15% to 29B bls: EIA. NG reserves up almost 10%. (At 7Mb/d production - and rising - that's a little over 11 yrs of oil left.) .... US crude imports down 13% in May to 7.7Mb/d .... Apache made 7 oil/gas discoveries in west Egypt .... Eni made their biggest oil find in recent yrs offshore Congo. Est. 600M bls, 700BCF NG .... Brazil crude production up 3.3% in June over '12 to 2.1Mb/d ....OPEC nations' oil exports up over 9% in '12 to $1.26T .... Shell to pull out of oil activities in Niger delta due to oil thefts .... Greenbriar Capital (GEBRF) bought 80Mw Utah wind project .... Canadian Solar (CSIQ) to sell 5 projects - 49Mw - in Ontario for over $279M. Online next year .... Marubeni to pay up to 100M Euros for ~25% of Mainstream Renewable Power (Ireland) and 50% stake in GDF Suez subsid .... Enel Green Power setting $100M loan for Chile pipeline .... JA Solar (JASO) got $90M credit deal .... PGE bought rights to 267Mw Washington wind project .... BLM agreeing to re-eval potential air quality impacts of 34 Colo drilling projects in response to '11 Fed lawsuit .... Neb court upheld wind farm tax credit.

MONDAY OPEN ... (stock #s in %) ... Dow down 39, Naz up 2. Volume light. Oil: WTI under $107, Brent over $108. NG $3.34 .... AQNM up 50, back over all lines on heavy volume. GWBU up 21. GERS up 20. BLDW up 18, up to top (200-day) line. SPIR up 15. XSNX, CABN up 14. DSTI up 12. PSON, ECTY up 9. CSIQ up 8 on news, new high. LTBR up 8. NENE up 7, back above top (50-day) line. NTCXF up 6 .... WTWO down 33. MGLT down 27. IFXY down 22 on 400 shares. MMMW down 16. WSGP down 14. BHWX down 12.

FRIDAY CLOSE ... (stock #s in %) ... Market turned around, up 30/13/2. Volume a little summer Friday light. Oil: WTI under $107, Brent under $109. NG $3.34 ... US factory orders up in June. Surge in trans ... MMMW up 71. BLQN up 55. WTWO up 50. AWSL up 45 on 249 shares. Whatever the heck that is. HOKUQ up 33. ENSL up 26. MXWL up 18, surge off top line. CPWY up 17. QTWW up 16. SATCQ up 15. CREG, MKTY up 13. XSNX up 6. NENE, RVLT up 2. PSON up 1 .... ONYX down 60. CABN, CGYV down 30. PALAF down 24. ASPW down 18. BOPO down 17. DSTI down 14. GWBU down 12. LTBR, PRHL, WPRT down 11. AMEL, BSRC, QTMM down 10. WSGP down 8. ECTY down 5. CERP down 2. GPRE down 1, temp shutdown of 9 eth plants. (Hope you can figure it out, I've been trying for 39 years. 6 years this last go-around. Happy trailers, pals.)

STUFF ... (can't get to my original Yahoo account because of their block and Google back to blocking regular blog ... working around it.) ... Trans Canada plans $12B, 1.1Mb/d pipeline from Alberta oil sands to Can east coast ... Research: current rate of climate change 10-100x faster than anything in 65M years ... Extreme heat wave in China. Europe heat wave likely to continue through August ... US midwest getting back to seasonal temps from cold snap ... Shell, Exxon, other energy majors reported sharp hits to earnings in Q2 ... PA to monitor air quality around Marcellus sites. (Water wells?) ... Soitec to shut 40Mw CPV plant in Germany. To consolidate manufacturing at 280Mw Cal plant now operating at 140Mw ... DOE granting $16.5M to 4 projects to accel development of algae biofuels. $6M more for project to reduce costs across biomass feedstock supply chain ... GEVO brought its 2nd 1M-liter biobutanol fermenter online at MN plant ... UK offering 25M Pound prize for best 2nd gen biofuel demo facility ... REGI completed buy of 30M gal/y biodiesel plant to reopen ... Hydroinfra Tech (Sweden) says their Hydro Nano Gas "instantly neutralizes carbon emissions". Signed JV to convert ships to use HNG. Coal, oil-powered power plants next. HNG inserted into exhaust system. (I really hope this is a real deal.) ... Pentagon says 515-mile, 500Kv power line proposed to carry NM wind power to AZ, CA a threat to national security. Proposed route crosses White Sands. Obstruction to low-level missile tests. (Line could be buried.) ... US began mining rare earth elements again after over 10 yrs ... Brit Gas plans to offer customers who install smart meters free el on Saturdays. Already being done in parts of US ... Largest customer of We Energies - 2 iron ore mines in Mich - signed on with new power provider after 4 rate hikes in last 5 yrs ... Spain plans to make consumers pay for clean energy they gen, use themselves. Draft bill. (Really? Think that will pass?) ... Northland Power (Canada) to buy 55% stake in $3.7B, 600Mw wind farm offshore Netherlands for C$432M. Online in '17. Up to 150Gw offshore wind expected to be built in EU by '30 to meet ~14% of EU el demand ... Goldpoly to buy 300Mw of Chinese solar farms ... Vestas signed 105Mw S Africa supply agreement with Innowind ... China polysilicon makers have started to raise prices ... BLM OK'd enviro impact probe of fracking on Cal public land ... Republican former EPA heads publicly support Obama's climate action plan ... W Va Dems blasting EPA policy affecting coal power, mining industry ... Court ordering Cal to set drinking water limit for hexavalent chromium. (Um, how many decades late?) ... Report: manufacturing defect caused Ark pipeline break. (Whatever Exxon wants ...) ... Fistfight broke out amid nuke power debate in Taiwan ... Happy trails, pards.

FRIDAY OPEN ... (stock #s in %) ... Market down 58/6/5. Volume normal. Oil: WTI under $107, Brent under $109. NG $3.39 ... 162K new jobs in July ... HOKUQ up 53. MMMW up 30, day 2 of double, rise over bottom (50-day) lines, recent news. XSNX rebound, up 21. IFXY up 20. CPWY up 17. LMRMF, CBEH up 16. CREG up 13, triple since late June. MKTY up 11, back to top, up 10x since March. NTCXF up 5. PSON up 3 after yesterday's dumpoff. RVLT up 2, day 2 of rebound off top lines. NENE up 1 .... ONYX down 60. ENSL down 31. PALAF down 19. ASPW down 18. AMEL down 15. TMEN down 12. WPRT down 12 after reporting, downgrade, plunge through all lines. BSRC, PSPW down 10. LTBR down 8 after reporting, day 4 of fallback. WSGP down 8.

THURSDAY CLOSE .... (stock #s in %) .... Market up 128/49/21. Volume normal. Oil: WTI under $108, Brent over $109. NG $3.39. US manufacturing up in July most in 2 yrs .... HOKUQ up 87. MMMW up 59. ENSL up 45. SATCQ up 44. MGLT up 38. ASPW up 28. MKTY up 26. ECOS up 25. GWBU up 23. UBRG up 20. AMEL up 18. XIDEQ up 11. EVSI, NFEC, SRWRF up 10. CJES, GEVO, VLNCQ up 9. RVLT, HIIT up 8 .... BOPO down 41. AEHI down 40. WTWO down 33. AWSL down 29. PSON down 27. BFRE down 23. CSKH down 21. LIME down 20. HYGS down 19. CREG, DSTI down 13. SPWR down 12. SWET down 11. XSNX down 8. LEDS down 6. ECTY down 5.

STUFF .... DOI fetched $3.8M in first-ever competitive wind lease sale for offshore RI, Mass. Deepwater Wind New England won. Potential 3.4Gw. Offshore VA site sale Sept 4 .... New oil train terminal slated for Alberta .... Sunpower (SPWR) selling panels as fast as they can make them. May expand capacity. Now into residential leasing. Q2 net $19.6M. Revs down 3% to $576M .... Prices for solar PV inverters to fall sharply this year .... UK pledged 66M Pounds to expand domestic offshore wind supply chain, research to curb costs. Expected industry growth may add 7B Pounds/y to their econ by '20. Britain has more offshore wind than rest of world combined .... Azerbaijan plans to increase clean power share to 9.7%, 3x gain, by '20. Calls for 2.5Gw. Will require $6-7B. First stage to '15 for wind development. 2nd stage to '20 for solar .... AGL Energy (Australia) to go ahead with A$450M 155Mw project in New South Wales with First Solar (FSLR). A$166M fed funds, Q$65M from state. Australia forecast to install 5Gw of large solar plants through '20. 17Mw now .... 7.5M bl drop in oil inventory at Cushing in July. Overall US crude inventories up 430K bls last week .... NG consumption by US power plants 25% lower in May v. '12. Prices avg'd $4.06 this May, $2.49 last .... North Iraq crude export pipeline blown up again just after getting it back in service. Could be out of service a much longer time after this one .... India canceled intl ethanol tender. Calling for domestic supply .... China biofuels market expected to reach near $17B by '16 .... $1B of NG wasted in '12 in ND well flaring .... UPS eyeing 40% savings in fuel costs by switching truck fleet to run on LNG. Buying almost 1K LNG tractors next 2 yrs .... Oil spill in Gulf of Thailand spreading to more islands. 73K gal spilled .... Increase in attacks forcing oil majors offshore in Nigeria .... MN Power plans 200Mw $345M expansion of 300Mw ND wind farm. Online by '15 .... Germany rejected EU smart meter recommendations on cost concerns .... EPA diluted Energy Star standards.

WEDNESDAY CLOSE .... (stock #s in %). Market flat mixed. Volume a little heavy. Fed spoke no hints, but downgraded outlook ... HOKUQ up 100. BOPO up 71. AWSL up 47. ECOS up 33. IFXY up 26. BFRE, PTOS up 22. CCGI, CREG up 17. PPRW up 16. LMRMF up 15. LEXG up 13. CCTC, EWRL, REGI up 11. LIME, MMMW, SPIR, OOIL up 10. ECTY up 1 ..... CABN down 42. ENSL down 26. SATCQ down 25. CBWP down 17. URRE down 16. XSNX, AMEL down 15. LTBR down 13. AMPD down 11. HIIT, SSOL down 10. WSGP down 5. NTCXF down 4. SPWR, LEDS down 3. CERP, RVLT down 2. NENE down 1.

STUFF .... 3% of Earth's surface has arable topsoil. We're losing ~1% of that every year to erosion, etc. Last year 120M tons of corn was turned into ethanol. Land sold off by investors, corps last 10 yrs could have fed 1B peeps. Pop doubled last 50 yrs in case you haven't been paying attention. 870M now undernourished. Peoples. Folks. Pards. 6 of last 11 years world has consumed more food than grown. If we would just cut meat consumption by half we would release farmland bigger than US for food production. But demand for meat expected to double by '50. Present practices will yield 30% less food next 20-50 years. (Ever read Malthus?) .... Near half of sea level rise since '60 from irrigation gone wild .... About 14 countries these days have nuclear weapons .... INEOS sudsid producing commercial quantities of ethanol from wood, nonfood biomass at $130M FL plant. Shipments start in August. Muni garbage feedstock later. Stock cooked into CO, H. Bacteria eats the gas, excretes alcohol. Gotta love that. Then distilled. Plant uses methane from nearby landfill. Goal 8M gal/y .... Researchers mapped thousands of methane leaks just in Washington DC .... Calif signed agreement with Australia to share carbon trading info .... UK scientists see enzymes producing H from sunlight .... China's clean/renewable energy spending may hit $294B this year ( leap of conclusion on this year) .... China's emissions trading underway .... Boulder, CO set target to cut carbon emissions 80% by '50 .... (I don't really think we will see close to '50, solly pards who want to) .... Ongoing Alberta oil sands spill much larger than initially stated .... Crews preparing to dig relief well at Gulf of Mex NG well blow out .... 2nd worker died after W Va NG well blast ..... Claims of faulty data in EU-China solar trade case now under investigation .... Global installed large solar PV up 35% - 4Gw - in 1H13 .... Report: 1/3 of NG produced in Bakken being flared off. About $100M/month worth. (G, that's smart, A? Gotta love the Neanderthals.) .... Quad County (Iowa) broke ground on $8.5M upgrade to produce cellulosic ethanol from corn kernel fiber. 6% more ethanol (hell, 6% of us have an extra nipple: Dr. Oz.) from same amount of corn. Boosts corn oil production 3x .... Philippines trialing B5 using coconut biodiesel .... India's increasing oil imports from W Africa being attacked by pirates .... Largest - 8Mw - solar system at a US college going in at Mercer County Community College in NJ .... DOE awarded Eaton $2.6M grant to develop next gen energy efficient lighting.(Feed the genius, hopefully.) .... Sumitomo to supply 60Mw energy storage system on Kokkaido to stabilize wind, solar flow .... Etrion targeting up to 200Mw of solar in Chile .... Ensus to resume biofuel production in autumn .... S&C in running for monopoly on S Africa grid-connect contracts. (Really, the world's still letting monopoly contracts?!) .... CSUN escaped Naz delisting .... Solar Thin Films set to build 35Mw solar farm in W VA .... New EPA boss to business: "embrace the opportoonity in climate change biz" .... World solar power topped 100Gw PV capacity in '12. 31.1Gw installed. 100Gw meets household needs of near 70M folks at Europe level of use. 30 countries 100Mw or more. IEA says that will double by '18. ('18 may be our last year in this age. 70 years of new Israel.) .... BLM put OH forest fracking plan on hold .... Arsonists struck planned horse slaughter in NM .... Soil bacteria could be "silver bullet" for "scurge of the West" .... Court upheld EPA rule forcing PA plant to cut emissions going to NJ .... Film industry turning to eco-friendly lighting .... Entergy, Southern 2Q earnings slumped .... Ford added NG-fueled pickup to fleet .... Railway can't afford cleanup costs fo derail in Quebec (O wah. Tell me about poor railroads. My brother started one.) .... Faulty equipment, human error may have caused propane plant explosion in FL. (Go with human error because unions have been trounced out and training and wages and benefits are very low.) .... Experts questioning TEPCO's ability to decommission Fuku. (Duh.)

WEDNESDAY NOON ... (stock #s in %) ... Market up 64/18/7. Volume normal. 200K new private sector jobs in July. Q2 US GDP up 1.7%, changes in calculations - categories added. Oil: WTI over $104, Brent over $107. NG $3.43 .... QTWW up on reverse split. HOKUQ up 100 on nominal volume. AWSL up 52 off bottom. ECOS up 33. LMRMF up 18. CCTC, CREG up 14. UBRG up 13. LEXG up 11 on news, climbing out over bottom (50-day) lines. PSON up 4. HIIT up 3. ECTY up 1 .... SPWR down 1, reporting after 4P. ENSL down 26. AMEL, ENZR down 16. URRE down 14 more, back near top (200) line. LTBR down 12 more, day 2 of come back. XSNX down 9. CERP down 6. RVLT down 4, hit top (50) lines. NENE, NTCXF, LEDS, WSGP down 2.

TUESDAY CLOSE .... (stock #s in %) .... Market flat and mixed (Naz up). Volume slightly under normal. Oil: WTI over $103, Brent under $107. NG $3.44 .... Germany inflation slowing .... CSOL up 62. XSNX up 32. (Did I mention them yesterday? UM, despite my problems with yahoo.) CABN up 30. SSOL up 24. AMEL up 20. PLUG up 16, passed over bottom 200-day line. CERP up 15. HIIT, NORX up 12. RBCN up 10, jump off top line on 1M shares. REGI up 1, earnings up 60% .... CBWP down 48 on 4K shares. BOPO down 41. BLQN down 35 on 400 shares. ONYX down 28 on 700 shares. ECOS down 25. IFXY down 23 on 200. ENZR, LTBR down 20. CRCL, LMRMF down 17. URRE, CPWY, BFRE down 15. POLR down 14. PRHL, SOPW down 12. NGLPF down 10. PSON, ABAT down 9. WSGP down 5. NTCXF, LEDS, RVLT down 3. ECTY down 2. And that's this mart, kids. Nighty night.

STUFF .... Well, when his name is Weiner, what do you expect? Senor Weiner .... Too much rain in US Southeast. Crops suffering. Mold, blight, fungus, disease. Much lower yields. GA 34% above normal rain. Carolinas 25%. AL 22%. Peaches look good, but lower sugar content "like a mouthfull of cotton". Hard to get into fields to harvest. Last year it was drought .... JP Morgan to pay $410M to settle power manipulation charges. (Fun while it lasted, I guess. O those wiz kids.) .... Enviros suing DOI for allowing oil shale, oil sands R&D on 800K acres of public lands in CO, WY, UT .... Report: global warming spreading toxic dust around US west .... BP backing off from selling US wind power assets. Also saying Gulf spill funds running dry .... Canada official: no "quid pro quo" for US Keystone pipe approval .... Research: quakes help release methane from seabed .... Report: energy deals have plunged globally this year .... Report: well flaring in ND now doubled in last 2 years. (Wouldn't you think they would get on this? God's sakes.) .... China switched on NG pipeline from Myanmar. (Didn't get capacity.) .... Sapphire Energy paid off $55M USDA loan guarantee from '09 after new equity round. Built algae-to-crude commercial demo plant in NM. On track to produce 100b/d in '15. Comm scale by '18. Working with Linde .... Commercial geothermal growing in Netherlands. Could replace est. 2% of nation's NG use at est. cost of 1.6B Euros, help greenhouse industry .... Geothermal heat pump market to triple to $17.2B by '20: Navigant. UK recently added subsidies for it. Mass group pushing it to get in state's RPS. Up front costs up to $25K (like solar). Taken off in Denmark where new homes can't have fossil fuel systems .... Pleasant valley Biofuels setting up in Utah to produce 1M gal/yr of biodiesel from used cooking oil. To sell to trucks, then city fleets .... Ukraine 2-yr biofuels development framework to support blends. Now 5%, 7% ethanol blends through '16 .... DOE's JBEI breakthrough on thermophilic microbes for cellulosic biofuel enzymes .... Canada financial, policy support for biofuels set to wane. Farmers didn't invest in production .... Biofuel producers finally have access to cheap American sugar .... Russian Federation making plan for biobased econ. '18 goals 50B Rubles for export, 200B for production, 300B in consumption .... Ft. McMurray cancelling oil sand leases for 22K hectares surrounding the city so it can expand ....Brit police investigating $1.3B Shell/Eni/Nigeria oil bloc corruption. (What, the govt didn't get their money up front?) .... IMF: Euro econ to remain in recession this year, expand under 1% next year. IEA expects Euro oil demand to fall 1.7% this year to 13.5Mb/d. Down 3.9% in '12. Global oil demand expected to gain by 1.2Mb/d next year ....Sasol, Ineos to build 426K metric ton/yr plant to make high density polyethylene. Probably on US Gulf Coast. Sasol recently announced plans for 2 Gulf Coast plants for low density polyeth. US has glut of ethane .... Pemex posted 2Q13 $3.8B loss. 4.7% decline in oil exports .... Oil India oil strike in Gabon .... Xcel Energy plans to boost wind power cap over 30%. Asking regulators to approve buy of 1.5Gw. 700Mw of it in OK, TX, NM. 3 more 200Mw projects in upper Midwest, 1 in CO. To save customers $800M over 20 yrs. 4.9Gw wind cap already .... New EPA chief: action on climate will spur econ .... UK Green Bank investing 20M Pounds in N Ireland wood-to-power (el and heat) project. 81M Pound plant. Online '15. Wood would otherwise go to landfill. 15.8Mw. (And they call it clean energy. It may be sustainable. But it sure ain't clean emissions. Sure, they throw in the CO2 absorbed by the trees over their lives. Not clean emssions. Sorry.) .... Jinko Solar to supply 39Mw of modules for 3 projects in Indiana. 4Q delivery. To be largest sol farms in state .... Brazil cut sugar cane interest rates to spur investment .... EON sold stake in TX wind farm to JP Morgan (JP found a game on this too?) .... N Am project debt finance rates more attractive than Europe's .... Solapack closed on $65M finance for Chile solar projects .... DOE putting $10M into 6 projects to develop user-friendly tools, resources for easy deploy for small bldgs (under 50K sq ft). $14M private match. Small bldgs 90% of comm bldgs, use 20% of US energy. Avg. small restaurant could cut energy use up to 45% .... EPA submitted final cooling water rule to WH .... Study: fed insurance spurring conversion of sensitive lands to cropland in US .... Bat-killing disease spreading west in US. Bats, of course, eat mosquitos .... BLM to auction mineral rights for fracking in OH state forest .... Mich converting public land trails back to rails .... DOI forming panel to probe Gulf gas blowout .... NC pulling funds for biofuels R&D venture .... And for those of you who need propane we have the plant explosion in FL .... Study: proximity to benzene plants could increase cancer risk. (Hell, so does proximity to interstate I bet.) ....Millions of plastic particles floating in US Great Lakes .... 2 trains collided in Switzerland. (What the hell is going on with trains lately? My bet is lack of union employ, lack of training, low wages and benefits.) .... happy motoring, pards.

TUESDAY OPEN .... Now it's Google again that can't operate it's blogville. What a web .... (stock #s in %) ... Market up 48/22/6. Volume light (Fed wait). Oil: WTI under $104, Brent over $107. NG $3.46. ... US home ownership at 18-yr low, prices up 12.2% year to June .... CSOL up 62. CABN up 50. LSCG up 16, 1st time above bottom (50-day) lines since August. SSOL up 13, above 3 lines. AWSL up 13. CERP up 13 on update. LIME up 12. XSNX up 12. HIIT up 6. NTCXF up 5 .... LTBR down 22, recoil from yesterday's surge. BFRE down 21. URRE down 14, comeback from 2-day surge (a nuclear stock along with LTBR). SOPW down 10. ZAAP down 9. WSGP down 6. RVLT down 3. PSON down 1.

CLOSE 2

(stock #s in %)

CBWP up 177 on 39K. ENZR up 153 on 1.3M. CSGH up 57. BOPO up 40. ECOS up 33. CSKH up 27. SSOL up 25 on 1.9M. Your call. PPRW up 20. WEST up 16 on over 2M. CREG up 14. PEIX up 13 on 1.9M. PSON up 10. LEDS up 3. CERP, ECTY, WSGP up 2.

CABN down 36. POLR down 27. WWPW down 23 on 100 shares. CRGE down 21 on 4K. XSNX down 17 on 1.7M. Are they real or not? Do they have it or don't they? AWSL down 12.. LIME down 11. HIIT down 10. RVLT down 4.

MONDAY CLOSE

Well, pards, since Friday I've been locked out of my 13-year-old Yahoo account. Lesson: update your security questions and answers and alternate email addresses so you know for sure you can't get snooked. I've opened a new account. But imagine all the email adresses lost, pictures, etc. Besides the stock portfolios. I've started to rebuild on a new account. It may take a while to get that up to speed. Hopefully the old account will be reinstated. But I'm no quick whiz. So, this close report will be missing stuff. And, with luck, will get better through the week.

(stock #s in %)

Market down 36/14/6. Volume way light. Oil: WTI over $104, Brent over $107. NG $3.47, back in switch back to NG from coal at power plants.

USDA paying 6.3K dead people. US health care costs 2x global avg, 100:1 v. India heart surgery. US child prostitution bust. Morals and money. Things to work on, pards.

OK, gotta go back to portfolio (not fully reinstored yet).

STUFF

EC, China settled solar dumping case. Set minimum price of 74 cents/w for Chinese panels. 25% lower than what they were selling for last year. No tariffs. Euro panel makers vowing to sue EC to void the deal.

Bitumen, oily vegetation leaking at Alberta oil sands facility for months now. 176 bls of bitumen spilled, 800 bls of oily veg.

Research team began injecting 1K tons of CO2 underground to see whether it can be permanently stored. (How long will it take to know if it will be "permanently" stored?)

Study: traditional climate models neglect important soil carbon factors.

Huge dark spot on Sun's north pole region. (Anything to do with US midwest new cold records this month? What's the temps on Mars, Moon, space station? Where's the reporting? NASA?)

Scientists puzzled over changing rates of emissions from thawing permafrost.

Study: Oregon river's peak snowpack to drop over 50% from global warming.

Reuters cut climate coverage 50% in '12. New editor.

Fish, Wildlife Service rejected AK's proposal for seismic testing for oil/NG in ANWR.

US govt antitrust probe into fracking services.

Limited study found contamination in Barnett Shale water wells. (Only takes 1 bad operator, mistake.)

ND approved $58M to aid oil patch infrastructure, security.

Samsung, UK comp to develop $28M energy storage project in England. Samsung lith-ion batts for up to 10Mw. "Only green tech without subsidies."

Report: Europe's transport sector sluggish in adopting biofuels. Near 14.4M tons of oil equivalent in '12 used, up 2.9% from '11.

New solar-powered homes in Japan 30% of total market in '12. Over 370Mw installed. 13% in Cal in '12.

Congress working on bill to halt Iran oil exports completely. No more exceptions.

Syria evolving into 3 states. Assad regime in west, rebels in east, Kurds in Nwest. (Should be a new Kurdistan.)

Chinese oil production up 172Kb/d 1H13 to 4.18M.

Total paying near $700K/d for new ultra-deepwater drill ship offshore Africa.

Oil resources estimate in Falklands raised to over 3B bls from 2.1B.

EIA: OPEC nations excluding Iran earned near $982B in '12 from net oil exports. Up 5% over '11.

Energy use by oil/NG drilling, production equipment in W TX outpacing capacity of region's power grid, raising el prices.

About half of China's rivers have dried up since '90. Those remaining mostly contaminated. Severe pollution affects 75% of rivers, lakes. 28% unsuitable even for ag. Coal can't be mined, power stations can't run without water.

China banned construction of govt bldgs next 5 yrs.

So far, 6 universities, 16 cities, 11 religious institutions agreed to divest fossil fuel comps assets.

Fukushima operator announced plans to release radioactive water into Pacific. (It's already been leaking into ocean for a long while.)

Central Maine Power to give up to $15K to a few selected organizations to lease or buy EVs. To eval different options, EV use.

National Grid (UK) to invest $5.5B plus in current FY. Plans 1.3-1.4B Pounds/yr investment in US transmission, infrastructure upgrades, new customer connects.

AMEC to build 28Mw of solar for Dominion.

Kyocera JV targets 70Mw more of Japan solar installs by '15.

Libya needs billions of dollars of investment to kickstart clean/renewable projects. (They have oil to sell, what's the prob?)

Appeals court upheld $105M fine against Exxon for NYC water contamination.

DOE audit found cost-share "excessive" for $100M EV grant.

BMW offering rental deal to EV buyers.

Fuel spill in BC killing fish.

Oil spill affecting Thai beach resort area.

German utilities burning more coal.

STUFF

Fed appeals court rejected TX, industry challenge to EPA's GHG power plant emissions implementation rule.

Price Waterhouse Coopers: price of EV batts expected to drop by half in less than 10 years. EVs with 100-mile range will be cheapest cars to drive.

Swede utility returning to hydropower after getting burned in coal business.

Report: insurance costs for renewables to triple to $2.8B by '20 as projects become more complex, risky. (And insurance industry can tag along on clean energy surge.)

Rockies Express Pipeline built to deliver CO, WY natgas to as far away as OH. Now Marcellus, Utica feeding natgas to local region. Pipeline owners want to ship it back toward west but Rockies suppliers protesting to FERC.

Gas flow stopped in blown out well in Gulf. Crew moving to cap it.

Sao Paulo (largest state in Brazil) plans to generate near 70% of its el from clean/renewable energy by '20. 55% now. Looking at bioenergy from sugar, alcohol. $12B of private investment to be pumped into developing bioE by '20. 4.8Gw now clean/ren E in SP. Est. 13Gw by '20. Also wind, solar.

Operating NG wells in US up 90% from '90 to over .5M in '10. Well productivity down 38% since '90 to avg. 145Mcf/d. (Check that out.)

KY switchgrass trials successful. But still more expensive than coal.

Dry weather in Brazil has boosted sugarcane crush. Surge in sugar production over ethanol.

Halliburton pled guilty of destruction of evidence in '10 BP Gulf oil spill disaster. (Um, how much was that damage to the Gulf environment that BP was on hook for? Destruction of evidence. Do good companies do that? Good executives? Executives who make 10s of milions of dollars a year? Or become vice presidents of USA? Who's paying attention? Hell, that was years ago.)

Bonneville Power raising wholesale power 9%. Ouch. (But, has it been a long time? If so, it should have been going up gradually. Here comes inflation.)

Ciris Energy (US) raised $15M from Asia Pcific Capital (Hong Kong) to commercialize coal-to-NG tech. They inject nutrients into coal seams underground to stimulate natural microorganisms that convert coal into methane, industrial chems. Also developing process that works above ground. Ciris also backed by Conoco, many others.

ReneSola selling 29Mw of PV to Chilean developer of S Am's biggest solar project. Plans to spend $67M to expand its 1.4Mw project to over 30Mw by April '14. Saferay (Germany) also seeking permits for $300M PV solar plant in Atacama desert. Central and S Am has 114Mw solar cap now online.

Ballard Power (BLDP) to provide 220 fuel cell systems to Azure  for China telecom networks' backup power. 120 direct hydrogen systems. 100 fueled by methanol. Deliveries by yearend. BLDP already developing FC buses with Azure.

Brazil's state development bank approved $11.7M for developer's 2 wind farms. 60Mw. 216M Reals.

VC comp Scottish Equity Partners may invest up to $108M in UK clean energy businesses. Interest in energy efficiency, low power lighting, smart grid.

Geothermal drilling surveys started in Japan.

Canadian Solar (CSIQ) completed 30Mw of rooftop solar in China.

Ibereolica in talks for partnership on 760Mw of CSP in Chile.

Xcel Energy buying 600Mw of wind energy from 2 planned farms in MN, ND, taking ownership of another being built in MN. Online in '15. Xcel gets energy from 50 wind farms  in MN. Total 1.8Gw. MN spending $1B to upgrade its grid this year as part of $2.2B overhaul enabling a lot more wind power to connect to grid. "Wind power the cheapest resource available right now." Xcel also to buy 700Mw from 3 new wind farms in OK, TX, NM, Plans also to expand to CO.

DOI greenlighted 500Mw wind farm in AZ. BP Wind to build. 243 turbines. DOI surpassed 10Gw of clean energy on public lands in '12. Focus now on 10Gw more by '20.

Power REIT (NYSE:PW) closed on dealio to buy 100 acres leased to owners of over 20Mw of solar projects near Fresno. Increases share of revs from solar to 21%. Rest from railroad property leases.

Deal struck for slashing emissions at western US's largest coal power plant.

Scientists trying "mood lighting", Barry White tunes to entice Abalone (endangered species) to mate. (I see it, I report it.)

Tearing down Maine dam could bolster salmon, herring populations. (How about mood lighting and Barry White tunes first?)

FRIDAY OPEN

(stock #s in %)

Market down 127/18/12. Volume slightly heavy. Oil: WTI over $104, Brent over $106. NG $3.60.

Greece getting 2.5B Euro loan payment. China cutting manufacturing capacity.

WTWO up 100. ORYN up 17. MKTY up 15, the ride up continues. CREG up 14, another new high, over double since June. CERP up 4. ECTY up 2. PSON up 1.

ECOS down 20. SSOL down 15. XSNX down 13. LEDS down 3. NTCXF down 2. NENE, RVLT, WSGP down 1.

THURSDAY CLOSE

(stock #s in %)

Market up 13/25/4. Volume heavy. Oil: WTI over $105, Brent over $107. NG $3.65.

ONYX up 66. CGYV up 61. IFXY up 36.  MKTY up 26, new high, up 5x since March. ECOS up 25. PSPW up 25. AMEL up 19. CBEH, ECAU up 17. XSNX up 15. JUHL up 14. EVSI, PRHL up 13. CRCL, GSPI up 12. CABN up 11. NGLPF up 10. LEDS up 4. NENE up 3. CERP up 2. HIIT up 1.

AEHI down 37. WTWO down 33. CSGH down 30. ORYN down 27. WWPW down 26. POLR down 21. SSOL down 19. PTOS down 18. EWRL down 14. LEOM down 13. BLDW down 12. BFRE, QTMM down 11. PEIX down 9. ECTY down 8. NTCXF down 6. RVLT down 3. WSGP down 1.

STUFF

With no demand, Mass LNG import facility suspending ops.

Europe Investment Bank to no longer finance most coal- or oil-fired power plants. World Bank already announced similar policy. EIB may still finance coal plants if co-fired by biomass or use combined heat and power or carbon capture and storage techs. They plan 90% of their finance now to be for clean/renewable energy, energy efficiency, grid improvement.

EPA says near 800 organizations in US use "green" power to meet all el needs. 11.5Twh/yr.

Tehran, Baghdad $14.8B agreement. Iran to supply 800MCF/d NG for 2 Iraqi power plants. 140-mile pipeline complete by Oct. (So much for sanctions. But alqaida - screw the spelling or capital letters - may harass the pipe just cuz they probably can. Well, sure, they're doing the Lord's work too - creating the chaos to set up the end of this age and the return of Christ. What's the truth, pards? Can't say any questions held back here.)

China's imports of Iran crude down 40% yoy in June to 386Kb/d. (May just be shipping schedules.) India's Iran imports down 60% in June yoy.

US delayed delivery of 4 F-16s to Egypt AF.

NC Assembly cut Biofuels Center $2M budget, forcing it to shut the doors.

Iowa expected to have to import corn this year to meet ethanol demand from all the state's plants that are back online.

Argent Energy, a Scotland biomass producer, was bought by John Swire, Sons for $122M. Plans to expand in Asia. Biodiesel from waste grease, tallow, waste cooking oil. $76M revs last year. No debt.

China biofuels market seen growing over 16% through '16.

Malaysia expanding mandatory palm biodiesel blend to southern region.

National U of Singapore PhD candidate developing water treatment tech using apple, tomato peels.

U of Copenhagen, Max Planck, other researchers' new fuel cell design uses 80% less platinum.

Chile developer seeking permits to build 2 hydropower plants. $54M for 17.6Mw total capacity.

SMA Solar continues to hire in US, cut jobs in Europe.

France lowered its micro solar FIT.

Italy growth package to cut clean/renewable energy funding 550M Euro.

Solar industry to grow to $155B in '18: Lux Research. Over 10% CAGR. 35Gw in '13 to over 61Gw in '18. PV Manufacturing Consortium aims to help make CIGS thin film solar a significant part of the growth.

US House passed bill blocking EPA regulation of power plant waste (coal ash). (Thank you, House, for not caring too much about the environment or public health to save more profits for the utilities and coal industry.)

Suit against Monsanto over PCBs got go-ahead from appeals court.

NG flow stopped at blown-out Gulf of Mex well.

Report: batt-powered cars will be cheapest to own within next 10 yrs.

Train derailment in FL spilling ethanol.

BMW investing in EV charging station network.

China investing $277B to cut air pollution.

THURSDAY OPEN

(stock #s in %)

Market mixed. Dow down 69, Naz up 4 (on Facebook, I guess). Volume heavy. Oil: WTI under $105, Brent $107. NG $3.71.

US durable goods orders up more than forecast. UK econ growth accelerating. Spain unemploy down 1st in 2 yrs.

CGYV up 71, back to bottom (50-day) lines. ECAU up 29. ECOS up 25. CBEH up 17. EVSI up 13. CRCL up 12. CABN up 11. CERP up 5. LEDS up 4, day 4 of rebound. NENE up 3, day 6 of rebound.

ORYN down 23. AMTX down 13. EWRL down 12. SSOL down 11. ECTY down 7. XSNX down 5. NTCXF down 4. WSGP down 2.

WEDNESDAY CLOSE

(stock #s in %)

Market down 25/0/6. Volume normal. Oil: WTI over $105, Brent over $107. NG $3.70.

CDTI up 49 on news, covered early July gap, back over bottom (50-day) lines. TMEN up 25. AMTX up 18, leap off bottom (50-day) lines. BFRE, LEOM up 15. SOPW, UBRG up 11. LEDS up 4.

PSPW down 53. CSOL down 40 on 400 shares. AMLM down 35 on 400 shares. ENSL down 33. CSKH down 26. CABN down 25. ASIUF down 23. GERS, HOKUQ down 21. ZOLT down 17, back to top lines (50s) after 3-day surge of new highs. Might be a buy. ENZR down 15. ECAU down 12. NGLPF down 11. SSOL, SYNM down 10. WSGP down 9. RVLT down 8. CERP down 6. ECTY down 3. PSON down 2. NTCXF down 1.

STUFF

Louisiana agency filed lawsuit today against dozens of oil/gas comps to force them to pay for decades of damage to fragile coastal wetlands that help buffer effects of hurricanes.

Extended heat wave in England.

VA 2nd US state to auction offshore wind leases.

Gulf of Mexico NG well blowout.

UK's 1st institutionally-backed solar fund began trading on London market. Raised 151M Euro in IPO. Bluefield Solar Income Fund. Focus on large-scale ag, industrial projects.

Building-integrated PV solar market to triple by '15 - to $7.5B. Solar glass market expected to reach over $4B/yr.

Kawa Capital (US) to buy Conergy (Germany) assets (bankrupt).

DOE, USDA announced $10M for biomass genomics research.

Greenko (India) plans to invest $463M this FY in hydropower, wind plants in India. Targeting 1Gw of capacity by '15. They have over 800Mw of projects already operating or under construction. Expect to invest same amount next FY.

Renewables Infrastructure Group raised $460M in UK's biggest offering of a clean power comp. Proceeds to buy 14 wind farms, 4 solar PV plants. 276Mw total. Projects in UK, France, Ireland.

PacifiCorp (Berkshire unit) to buy power from $230M, 160Mw wind farm Apex Clean Energy plans to build in Utah.

NRDC report: CO2 emissions from Keystone XL could be over 4x higher than draft State Dept analysis found. Pipeline would add up to 1.2B metric tons of carbon into atmos over 50 yrs, NRDC says. Pollution from extraction, refining, destruction of boreal forests, peatlands, wetlands. Rejecting Keystone would avoid 18-24M metric tons of CO2 emissions/yr: NRDC. State Dept found at most 5.3M metric tons/yr because without pipe, rail and trucks would transport the tar sands oil. (Something we have to make a decision on, pards.)

Siemens and partners creating a "smart" city in Vienna. Intelligent traffic solutions, green buildings, better water management, smart grid some of the techs.

Intel, Microsoft, Kohl's top EPA's Green Power list.

Green Prefab (Italian startup) teaming with Microsoft to develop simulation, modeling service using the cloud for architects, engineers.

Solar City (SCTY) to install 12.8Mw PV solar on 7,500 military homes on Oahu. Similar projects underway at 9 more military bases. More to come.

FERC chair: solar industry should grow without fed incentives.

IG: TVA skipped reactor audits for years.

Ford, Toyota ended hybrid partnership.

WEDNESDAY OPEN

(stock #s in %)

Market mixed. Dow down 29, Naz up 11. Volume slightly heavy. Oil: WTI over $106, Brent over $107. NG $3.72.

Europe manufacturing up 1st time in 2 yrs. US new home sales hit 5-yr high.

WTWO up 33. XDSL up 20. CERP up 10. LEDS up 1, back at bottom (200-day) line.

ENSL down 50. PSPW down 26. HOKUQ down 21. PTOS down 16. MMMW down 15. XSNX down 15. WEST down 12. WSGP down 11. RVLT down 3. NTCXF, PSON down 2. ECTY down 1.

TUESDAY CLOSE

(stock #s in %)

AEHI up 166. BHWX up 55. WTWO up 33. PTOS up 25. GRPH up 15. EWRL, FNVRF, KNDI up 13. GPRC up 12. PRHL up 10 with news. LEDS up 4. RVLT, ECTY up 1.

BLQN down 35. HOKUQ down 31. AQNM down 28. AMEL down 26. AWSL, CSOL down 22. BOPO down 21. CRCL, NGLPF down 20. ONYX down 16. BLDW, POLR, QTMM down 11. XSNX down 7. NTCXF down 6. PSON, WSGP down 2. HIIT down 1.

STUFF

Chevron awarded over $850M of contracts to seed development of offshore Scotland.

China's coal-to-liquid demo uses too much water.

Study: boreal (I had to look it up, you look it up) (northern) forests burning more now than at any time in last 10K years.

Mexican state canceled forest offset project. Cal was mulling linkage.

Study: climate change 10K times faster than critters' adaptation rate.

Poison ivy growing bigger, faster from climate change. (Stock up on that pink stuff. O yea, Calamine. Me Alzheimer's not too bad today.)

Fossil fuel divestment effort still growing.

Local officials, landowners in PA accusing Chesapeake Energy of cheating on royalty payments with large "post-production" costs. How skunky is that?

Water supplier sounded alarm about rust on Exxon pipeline months before Arkansas spill. (This will cost Exxon what? $2B?)

Hansen: burning all fossil fuels will doom humans on earth. (Or at least most. Course, so will the Tribulation. Maybe one and same. Or contemporaneous.)

Work started on Georgia's first wind energy project. 20Mw. Permits, then tracking equipment. Wind initiative announced in May. Country's largest clean power source from 40 hydro plants, minimum 1.8Gw cap. 50% of total country cap. Wind potential est. at 2Gw.

First Wind Energy sub Sky West proposing biggest wind farm in New England. 186Mw spanning 2 counties in central Maine. $400M.

US oil demand peaked in '07. Vehicle travel in '08.

US exports of petrol products started increasing in '06. 1Mb/d to 3M now. Same time, US petrol product imports fell from 4M back to 2M. Now headed back up. (So, my math says that's 4Mb/d flowing out of US. Why are pump prices up? Right here.)

Colo State U got $2M NSF grant to research cyanobacteria.

Mayor of London wants buses to run on city's waste cooking oil. At least 20%, 250M liters/yr.

Iran provides 44% of Turkey's oil imports. Turkey also Iran's biggest NG customer. Turkey paying in gold. Actually, they pay in Liras that Iran uses to buy gold in Turkey. The gold goes to Dubai and sold for foreign currency or shipped to Iran. $381M in March. July 1 new US sanctions targeting gold transactions came into effect. Pakistan trading wheat for Iran el power. And the beat goes on.

Will peak phosphate get us before global warming? Phosphorus as essential as carbon and oxygen. Manure the traditional source. And rock. Deposits running out. West Sahara world's biggest reserves. Peak may be in '35.

EDF to buy 200Mw 1st phase of up to 500Mw TX wind project. Option for 2nd phase.

RES Americas to sell 150Mw wind power to Ark El Coop.

Shepherds Flat developers took full advantage of fed, state, local subsidies to fund $2B 338 wind turbine farm in OR. US turbines, China towers. 45 permanent jobs.

Thailand to build 3Gw solar by '21. 50% more than previously announced. New subsidized rates for rooftop, village projects.

A Japanese homebuilder to build $92M solar farm in Kasoshima. Online Sept '14.

Enbridge to buy 50% of 80Mw wind farm in Quebec from EDF.

Lack of infrastructure greatest barrier to cost-competitive African clean energy development.

DOE intends to issue energy efficiency grants.

DC appeals court upheld EPA ozone standard. But sent secondary standard back for review.

Appeals court upheld EPA rejection of OK haze plan.

NJ offering $100M to elevate houses along coast. (Nice to be rich, A?)

Low waters threatening Klamath salmon run. (The poor bears.)

Court threw out NM uranium permit. (Maybe why URRE is up?)

Report: heat likely caused fatal IL coal train derail. (The rails get soft.)

PA plant stores 432x more ammonium nitrate than TX plant that blew up. (Uh, don't tell any terrorists. Sorry, out there in the intersphere now.) Well, have to report what should be reported. Hopefully for good.

TUESDAY OPEN

(stock #s in %)

Market flat and mixed. Volume normal. Oil: WTI over $106, Brent over $108. NG $3.74.

WTWO up 33. GPRC up 20, back above all lines. URRE up 16, day 2 of run over top lines. SPIR up 15. POLR up 14, near double in last 4 days. CERP up 12 on news. CBEH up 12. CREG, DSTI up 9. RVLT up 4, new high. WSGP up 3. XSNX, ECTY up 2. LEDS up 1.

AMEL, BLQN down 35. ECOS down 25. CSOL down 22. NGLPF down 20. BLDW down 13. HIIT down 10. ZAAP down 5. NTCXF, WSGP down 2. PSON down 1.

MONDAY CLOSE

(stock #s in %)

Market up 1/12/3. Volume slightly light. Oil: WTI $107, Brent over $108. NG $3.70.

Japan upgraded view of their econ, deflation slowing. Asian countries beating US, Europe in internet speed.

PRHL up 33 on news, day 5 of double, over all lines now. CRCL up 33. POLR up 29. NGLPF up 28. URRE up 23, over bottom 200-day line on volume. NORX up 21. ENSL, EWRL up 20, EWRL with news. HSOL, AXPW up 11. LMRMF up 10. NENE, NTCXF, RVLT, PSON up 4. ECTY up 2.

CBWP down 64. BHWX down 30. WTWO down 25. XSNX down 24. CERP down 18. GSPI, ONYX down 16. WEST down 15. GRPH, SPIR down 13. CSGH, CHGI down 12. GWBU, SATCQ down 10. WSGP down 7.

STUFF

Dubai offering citizens gold to lose weight.

Sales of US plug-in V's doubled. Makers expanding offerings.

Ethanol RIN prices up 2,740% year-to-date.

Thailand to add 1Gw solar by '15. New FITs.

So far '13, just 130K full-time jobs added in US. 557K part-time. Since Dec '07, 5.8M fewer full-time jobs, 2.8M more part-time. (Because of Obamacare, I think. Plus low level jobs v. real jobs. "Service" industry. The minions. Reality. Let's deal with that.)

Fed judge ruled against BP suspending oil spill payments while possible recipient fraud investigation continues. Man pled guilty to faking BP claim, faces 20 yrs in prison. Really. 20 years. In prison. Taxpayers may have to feed, house him, give him a life of hell for 20 years. Possibly. What a world. (The saints were tortured, disembodied, quartered, stoned to death, eaten by lions for their belief in Christ and His true church. Oops, digression.)

Agreement between NIST, EC's Joint Research Center to make it easier to cross-market tech.

EPA draft report says fracking should stop at wells where shaking causes earthquakes. But also says other options should be considered first. Like cutting amounts injected. (Common sense or frackin phrisics?)

ND regulators (the werd "regulators" anywhere out in the US west still may have a certain connertation) studying radioactive fracking waste.

DOE: no signs of fracking fluid leakage in PA. (Might be using well condoms.)

UK aims to boost shale gas output with tax breaks.

DOE, Vestas, Sandia Lab, Tex Tech broke ground on wind turbine test site in TX. Focus on how turbines at wind farms affect one another. (All they need to do is communicate nicely, right?)

EC committee voted to cap biofuels from food crops to 5.5% of renewable transport fuel target. Now 10%. Parliament vote in Nov.

Crude stockpiles in OK lowest level since Nov. Near 46M bls. US gasoline demand down 2% 2H13 v. 2H12. But distillate demand up over 4% from increased diesel exports. Ah. Diesel exports. That's where it's going. That's why we're still paying $3.60/gal for gas at the pump. US crude production up 89Kb/d week before last. To 7.5Mb/d.

About 450 people killed in Iraq bombs so far this month. What a nice vaction spot. Speculation it's all from al quaida trying to incite civil war. Go see the hanging gardens of Nebuchanezzer. And the ruins. Just 500 US.

Half of pipeline from Iraq to Turkey resumed flow. Still plenty of holes plugged with wood for the thieves to pluck.

Algeria's oil/NG production, LNG exports continues to slip.

China oil demand up 11% in June to 9.9Mb/d.

New oil field discovery in Kuwait should help push production to 4Mb/d by '20. 2.8M last year.

Wave of civil unrest across Libya in June, July severely curtailing crude production, exports.

Nigeria Parliament commitee said country should revoke Shell/Eni oil rights. Process "highly flawed". Shell/Eni paid $1.1B.

Kazakhstan's giant oil field close to start up. 180Kb/d 1st stage.

Goldman Sachs: price risks for Brent crude in 2H13 now "upside". Production losses in some OPEC nations, political threats to supply. It's an industry. Disrupt, blow up, do whatever you need to do to control the price of oil to make it go up. Is this a mystery? "Doing the work of GOD" I remember the Goldman Sachs quotee. (Just following the Bible.)

Suncor Energy (Canada) ops back to full production after shutdown for floods.

US Gulf of Mex crude production est. to climb 23% to 1.55Mb/d by '15. 1.26 this March.

$160B of bets placed on Australia NG development getting riskier. Labor shortages, higher Aussie dollar.

China railway freight down 2.8% yoy in 1H13.

Cost of enviro degradation in India ~$80B/yr.

30 ship seizures by pirates in Gulf of Guinea in 1H13. 3 worldwide 1H12. (New mission for Navy, you think? ..."From the halls of Montezuma to the shores of Tripolli ...")

DuPont seeks JV partners after $200M investment in Iowa cellulosic ethanol plant. DuPont to supply enzymes.

Chip Energy broke ground on biomass recycling, pelletizing plant in IL. 100 tons/d of pellets. Wood waste, energy crops, ag residue feedstocks.

2 comps to install alt fuel pumps in east Canada.

Navigant: biofuel investment next 10 yrs to top $69B. Revs to hit $7.6B.

Noble Energy set to drill for 1.5B bls deep offshore Israel. Israel now imports 98% of its oil. ~$10B/yr.

Suntech to supply modules for 30Mw farm near La Paz, Mex.

Tata Power expects to finish 28.8Mw solar plant in Maharashtra by Dec. Tata plans to add 50Mw solar every year. 30Mw now online.

DOE announced $30M for solar conversion/storage tech.

Dominion bought 28.6Mw solar from Sunrise Energy Ventures.

Green building leaders declared freedom from toxics.

Industry found BLM vastly underestimated costs of fracking rules.

DOI to auction VA offshore waters for wind in Sept.

NY, NYC set power use records last week.

United Airlines redesigning wings to reduce fuel costs.

TEPCO admitted Fuku radioactive water reaching Pacific.

MONDAY OPEN

(stock #s in %)

Market up 23/10/4. Volume slightly heavy. Oil: WTI and Brent under $108. NG $3.66.

BFRE up 32. NORX up 30. MMMW up 27. LMRMF up 23. ENSL up 20. CRCL, POLR up 14. PRHL up 13. TMEN, VLNCQ up 12. HSOL up 11, new high. PTOS up 11. NENE, PSON up 4. RVLT up 3. NTCXF up 1.

BHWX, WWPW down 30. ASIUF down 29. ECOS down 25. XSNX down 14. PSPW down 13. CHGI down 12. SWET, GSFVF down 11. SATCQ, VSPC down 10. WSGP down 6. CERP down 2.

FRIDAY CLOSE

(stock #s in %)

Market mixed. Naz took a wallop, down 23 on MSFT and somebody else reporting. Volume just a little heavy (very light for an options Friday). Oil: stasis at $108. NG $3.78. Odd numbers.

ASIUF up 43. AQNM up 42. BOPO up 34. ECOS up 33. CHGI up 21. MGLT up 21. QTMM up 21. The 21s actually in the same ball park tech wise. LSCG up 18. LEXG up 17. AMLM up 16. WSGP up 14. UBRG up 13. XSNX up 12. (I think they go up from here. Catch on morning comeback?) GWBU up 11. PRHL up 11. SATCQ up 11. PSPW up 10. NTCXF up 6. PSON up 6. NENE up 4. ZAAP up 3. WEST up 3 on news. ECTY up 2.

EWRL down 36. AMEL down 28. SENY down 27. TMEN down 27. NGLPF down 24. BFRE down 16. LMRMF down 16. NORX down 16. LEOM down 15. SOPW down 12. SPIR down 11. VLNCQ down 10. CERE down 3 (see STUFF). CERP, RVLT, LEDS down 1.

STUFF

Heatwave in NE US could force closure of nuke power plant in Mass. Water in Cape Cod Bay may become too warm to cool reactors.

Global avg temps in June 5th highest on record: NOAA.

$700M difference between what US Senate wants to fund NOAA and what House wants to pay. Sounds like Vegas. Or just about anywhere else.

MN regulators telling power utility to rely less on coal.

Ex-Im Bank rejected financing for Vietnam coal plant. (Enough said. Lotta souls lost wrongly there 7-4 decades ago. Lotta sun there. Probably offshore wind. NG.)

XTO to pay $20M to improve PA drilling in EPA settlement.

New strain of drug-resistant germs found in Hudson R. (I wonder if Dr Oz will have a show on that. He fishes the Hudson with his son.)

FERC: clean/ren energy 25% of new US installed powgen cap in 1H. 2.1Gw. 56% NG, 4.8Gw. Solar 979Mw, wind 959Mw, biomass 116Mw, hydro 76 Mw, geothermal 14Mw.

EU investigating Germany clean/ren energy waivers. Comps may have to repay billions.

CERE over $9M loss 3Q13 v. $8.1M yoy. Revs $1.4M v. $.6M yoy.

US Senate confirmed McCarthy at EPA.

US State Dept approved ethane pipeline to Canada from Bakken to Alberta. $300M. 430 miles. 60Kb/d capacity. Contract signed 3 yrs ago between comps. Will help cut flaring, emissions in ND.

Gulf of Guinea pirate attacks up. Chem tankers now included.

$16B to be spent on new deepwater drilling rigs in Gulf of Mex by '15.

UK investing .5B Pounds to create Advanced Propulsion Center to develop low-carbon vehicle industry. 27 auto comps to invest another .5B.

RES (UK) US unit to build 200Mw MN wind farm for Xcel Energy. Mid-'14 start, '15 completion. Part of 600Mw wind capacity Xcel planning for upper Midwest.

EDPR signed PPA for 100Mw OK wind farm.

UK unveiled draft tax breaks for shale development. "Most generous in world."

China 3 Gorges closed finance for 50Mw Pakistan wind farm.

Happy weekend trailers, pards. Onward and upward.

FRIDAY OPEN

(stock #s in %)

Market down 23/24/1. Volume extremely heavy (options Friday). Oil: WTI over $108, Brent under $109. NG $3.77

Moody's revised US outlook to stable from negative on lower deficits.

AQNM up 42 on 100 shares. SATCQ up 16 on 100. BFRE up 11. WSGP up 10. NTCXF up 6. PSON up 3. NENE, RVLT, HIIT up 1.

EWRL down 33. AMEL down 23. CERP down 3. ZAAP down 2. LEDS, CERE down 1.

THURSDAY CLOSE

(stock #s in %)

Market up 78/1/8. Volume normal. Options Friday tomorrow.

AMEL up 145 on heavy volume. BLQN up 58 on 100 shares. WWPW up 55. NORX up 40. NPWZ up 35. AMLM up 33. WTWO up 33. BHWX up 25. BOPO up 25. TMEN up 22. ENSL up 22. POLR up 20. AEHI up 20. LEOM up 18. EFOI up 17. CRCL up 15. BSRC up 15. BLDW up 13. LEXG up 10. WSGP up 5. NTCXF up 5. ECTY up 4. HIIT up 3. RVLT up 3. NENE up 3. PSON up 2. LEDS up 1.

MMMW down 31. ASIUF down 30. UBRG down 25. QTMM down 17. SENY down 15. LSCG down 15. AETI down 14. ORYN down 13. XSNX down 12. QTWW down 12. XDSL down 12. PSPW down 11. CERP down 3.

STUFF

JP Morgan Chase wants to settle on FERC charges it gleaned profits from power plants through "manipulative schemes". $500M. (Barclay's FERC settlement yesterday.)

SoftBank (Japan) formed fuel cell JV with Bloom Energy (US).

Study: as CO2 concentrations increase so do wetlands' ability to absorb it.

Satellite data shows Malaysia Borneo forests severely degraded.

EU approved German carbon support system for energy-intensive industries.

China levied tariffs on US, S Korean solar-grade polysilicon. 7/24 start. 54-57% for US comps, 2-49% for S Korean.

Europe solar PV comps say EU duties on China solar based on faulty evidence.

3-week 27M bl US crude inventory drop largest on records going back to '82. Crude stocks near 400M bls in May, highest since '31.

Iran's prez-elect said their econ far worse off than Ahmadinejad had been saying.

China's oil demand up 9% in June yoy to 9.9Mb/d. New refining capacity coming online.

New safety regs clearing way to restart Japan's nuke power plants.

Chevron signed $1.5B deal with YPF (Argentina) for JV to develop giant oil/NG basin east of Andes. To start with $300M fracking project. Expect to produce 50Mb/d oil, 3MCM NG by '17.

California imposing record $2.25B fine against PG&E for '10 NG pipeline explosion. All but $300M to be used to improve pipeline network.

UN Emission Reduction Units surged 39% after EU refined eligibility for its carbon market.

$670M expansion of Brazil Amazon hydro dam may be canceled. Regulators say part of the extra energy would have to be transferred to neighboring hydro project.

S Korean comp granted consent for 20Mw Philippine solar plant.

Enel Green Power signed $485M PPA for 100Mw Mexico wind farm.

Universities committing to grad degrees in green chem.

THURSDAY OPEN

(stock #s in %)

Market up 116/14/11. New highs. Volume normal. Oil: WTI under $108, Brent under $109. (US production boom?!) NG $3.77.

Philly manufacturing beat forecasts. June US leading indicators unchanged, misses forecast. Bernanke: Fed may delay taper if econ data miss forecasts.

BLQN up 58 on 100 shares. WWPW up 55. AMEL up 45. NPWZ up 35. NORX up 26, day 2 more than double. AEHI up 20 on 100 shares. CRCL up 15. BFRE up 13. DSTI up 12 on 200 shares. NENE up 7, bounce off top bottom (200-day) line. WSGP up 7, double bottom? NTCXF up 5. ECTY up 4. HIIT up 3. PSON, CERE up 2.

XSNX down 12. CERP, RVLT  down 1.

WEDNESDAY CLOSE

(stock #s in %)

Market up 18/11/4. Volume light. Oil: WTI over $106, Brent over $108. NG $3.62.

NORX up 43. CRCL up 42. heavy volume. POLR up 35, double bottom? BLDW up 33. PRHL up 19. TMEN up 16. CSKH up 15. AVAV up 14. HIIT, BFRE, JUHL, TSLA up 12, TSLA on bounceback. XNSX, RVLT, CERE up 3.

IFXY down 28. ECOS, ENSL down 25. BOPO, NPWZ down 22. CHGI down 19. BSRC, LEOM, PTOS down 16. LEDS down 8. NENE down 7. NTCXF down 4. PSON down 3.

STUFF

Power generation over 40% of water use in US. Many regions under water supply stress. Water use footprints of different powgen techs must be factored in: Union of Concerned Scientists.

World Bank directors approved strict limitations on financing new coal plants. To finance mega-dams again.

Ft Lauderdale coal power plant demolished to make way for NG-powered plant.

$500M NG processing plant online near Wheeling, WV. Splits methane pipeline gas from heavier HCs to produce 39K bl stream of ethane, propane, other NG liquids.

88 accidents last year with railroad cars hauling crude oil.

$53B global clean energy investment in 2Q: Bloomberg. Up 22% from Q1, down 16% yoy. China led with $13.8B. US $9.5B.

Soitec plans to produce 50% efficient CPV solar cell by '15. Pushes NREL roadmap ahead 5-10 yrs. Using 4-junction cell. Developing with Fraunhoffer Institute. Announced 43.6% efficient cell in May. Building 1Mw plant with Saudi Aramco in Arabia.

Sapphire Energy, Linde to expand partnership to commercialize hydrothermal treatment tech to upgrade algae to crude oil process.

Coskata shelved IPO plans again. Meant to raise $100M to fund NG-to-ethanol facility.

Oil lobby pulling out all stops to end RFS in US by yearend.

Yakima-area residents facing proposed 14% power rate hike.

Asian Development Bank plans 2nd loan to upgrade state power grids in India. $100M loan in '11. Co-finance from $5.2B Clean Tech Fund.

NRG Energy new unit raised over $430M in IPO. NRG Yield to own wind, solar, NG-fired power plants.

ReneSola forecasting higher shipments, revenues. Shipments for year est. at 2.8-3Gw.

Invis Energy closed finance for 42.8Mw Irish wind farm.

Sumitomo investing over EUR100M in Belgian offshore wind farms.

Ukraine installed 18.3Mw new wind capacity in 1H.

FERC slammed Barclay's with $470M fine for energy markets trading "scheme".

USDA doling out $188M in loan guarantees for rural el projects.

Xcel Energy to boost upper Midwest wind generation 33%.

EU banned bee-killing insecticide.

UK promising cash for towns near nuke power plants.

WEDNESDAY OPEN

(stock #s in %)

Market up 5/7/4. Volume a little light. Oil: WTI over $106, Brent over $108. NG $3.62. US housing starts lowest in year.

NORX up 43 off bottom. TMEN up 29. BLDW up 16. CSKH up 15. AVAV up 13 on news, leap through top (200-day) lines. HIIT up 10, back over top (50-day) lines. CERE up 6. CERP up 4. ECTY up 2. WSGP up 1.

IFXY down 28. ENSL, MMMW down 27. PSPW down 23. BSRC down 14. ALGXY down 12. RVLT, PSON down 3. NENE down 2 with news.

TUESDAY CLOSE

(stock #s in %)

Market down 32/8/6. Volume slightly light. Oil: WTI under $106, Brent over $109. NG $3.67. US industrial output rise.

NGLPF up 42. AWSL up 39. PSPW up 26. LMRMF up 20. IFXY, PPRW up 19. AXPW, LEOM up 18. BBLU, PRHL, UBRG up 11. PSON up 5. ECTY up 2.

BLQN down 38. POLR down 33. BLDW, BOPO, CSKH down 23. AMEL down 18. JUHL down 16. TSLA down 15 on news. GERS down 13. CABN down 12. EVSI down 11. RVLT down 7. WSGP down 6. CERP down 5. NENE, HIIT down 4. ZAAP down 3. NTCXF, LEDS, CERE down 2.

STUFF

Each degree centrigrade of climate warming may raise seas 2 meters.

Australia's Rudd announced plan to replace carbon emissions tax with market-based trading system a year ahead of schedule.

Appeals court ordered California to fix low carbon fuel standard.

Hudson Bay railway sinking into thawing peat.

German utility to shut down 4 fossil fuel power plants because of increased clean/renewable power.

General Motors generated $1B from recycling initiatives in '12. Recycling 90% of its waste at manufacturing plants.

Suzlon unit completed 325Mw wind farm offshore Belgium. 6Mw turbines. Belgium connected 185Mw offshore wind to grid last year.

Tata Power says India's order for wind farm operators to predict their output a day in advance will deepen slowdown in wind power development. Farms 10Mw and over must forecast in 15-minute blocks. Missing estimates by over 30% will incur penalties. Tata says that could cost a 100Mw farm over $4M/yr. India wind installs fell 42% last fiscal year after govt withdrew subsidies. Volatile generation led to world's biggest blackout last year.

NRG Energy bought 25Mw solar farm on Guam.

First Solar filed to build $370M project in Chile.

Disney helping fight deforestation in Peru with $3.5M donation.

Rolls Royce developing hybrid sailboats to cut shipping costs. 180-ft sail. Bio-methane engines. 330-ft ship will carry 4,500 tons.

Green Electronics Council, UL Environment to add green ratings to mobile phones by mid-'14.

California precip at 90-yr low. Water shortages likely.

Poll: most Americans oppose carbon taxes.

Report: saving world's fisheries stocks would cost near $300B.

Utility brought OH nuke plant back online after leak.

Dust from petcoke pile in Detroit (processing residue from Alberta tar sands bitumen) blowing into homes.

TUESDAY OPEN ... what do you know - they fixed it

(stock #'s in %)

Market down 37/11/6. Volume light. Oil: WTI over $106, Brent over $109. NG $3.64.

AWSL up 39. TMEN up 29. ECOS up 25. LMRMF up 22. PPRW up 19. CABN up 16. BBLU up 13. SWET up 12. UBRG, WEST up 11. ECTY up 2.

CSKH down 29. POLR down 22. CRCL down 21. NFEC down 20. USEI down 15. JUHL down 13. EFOI down 11. ASIUF down 10. RVLT down 8. WSGP down 7. CERP, CERE down 5. XSNX, PSON down 4. NTCXF down 3. NENE down 1.

MONDAY CLOSE .... (stock #s in %) ... Market up 19/7/2. Volume very light. Watch out below. Oil: WTI over $106, Brent $109. NG $3.67 ...

STUFF .... Google ain't fixing their blog gig apparently ... China cancelled plans for uranium processing plant after protests. Could complicate plans to build new nuke power plants. (China responds to protests?! Remember '89?) ... Calif fining Exxon, others for misrepresenting emissions ... Exxon betting $750M on Black Sea NG block ... China confirmed goal of 35Gw of solar capacity by '15. 10Gw/yr ... 2 comps JV to develop 600Mw wind, solar in Chile by early '16 ... Solar manufacturers switching to copper contact lines on panels from silver ... Sauds, UAE, Kuwait kicking in $12B aid to Egypt ... Iraq's northern oil pipe still shut. 2nd attempt to restart failed ... Iran oil exports down to 800Kb/d in June ... Turkey has highest pump prices in world. $9.98/gal. Norway $9.97. 10 cents in Venezuela ... Shell reopened 150Kb/d pipe in Nigeria ... CNPC expected to buy Conoco's 8.4% stake in Kazakhstan consortium ... Avg. life expectancy in China cut by 5 yrs from smog ... 450-mile 700Kb/d oil pipe from OK to TX coast 80% complete. Online by yearend ... US rail delivery of oil, oil products up 26% in June v. May. Up 48% 1H13 v. 1H12. 1.37Mb/d going by rail ... Drillers to pump mud into leaking NG well in Gulf of Mex ... Sauds new $6B 400Kb/d refinery facing 6-12 month delay. Startup now late '16 ... Libyan oil output still 30% below pre-war peak of 1.6Mb/d ... Angola likely to hit 2Mb/d goal in '14, '15 ... Transocean set new world record with well at 10,400 ft offshore India ... US oil production now 7.4Mb/d. Analysts see 7.75 by yearend. EIA forecasting 8.1 in '14 ... ND oil production up 170Kb/d over last year ... Philippines raised biofuel blend mandate to 5% from 2% ... Worst drought in 5 decades in Brazil. $167M of subsidies for ethanol mills ... EU set 5.5% cap for food-based biofuels ... Norway 2nd wealthiest country in monetary value. Largest capital reserve per capita. 5th largest oil exporter. 3rd largest NG exporter (They know how to save. God bless 'm.) ... Formula E racing to start next year. Berlin the 10th, and last, city to sign up ... E.ON fined 3M Pounds for selling energy saving lightbulbs they were supposed to give away ... EPA to approve barley as ethanol feedstock. (Beer drinkers unite now! No price rise ... No price rise) ... Spilled fuel set LA River on fire ... Asbestos dust still blankets Russian town (Feel for those folks.) ... Activists broke into French nuke power plant to expose security flaws ... India told wind farm operators to forecast day-ahead power output or face fines ... Serbia to begin offering PPAs next week. Expecting $2.6B investment to add over 1Gw of clean/ren energy by '20 ... ING targeting offshore wind financing in France, Germany, UK.

MONDAY OPEN .... (stock #s in %) ... Market up 8/0/0. Volume light. Oil: WTI under $106, Brent under $109. NG $3.56 ... China Q2 GDP 7.5% ... ASIUF up 23. SOPW up 20. KNDI up 12 on news. BYDDF up 11. RVLT up 11, new high. HSOL up 10, new high. PSON up 7. CERP up 5 .... NORX down 32. WWPW down 31. NGLPF down 27. CRCL down 22. CSKH down 17. GWBU down 13. DSTI down 12. PSPW down 10. XSNX down 7. CERE, WSGP down 5. NTCXF, LEDS down 2. ECTY down 1.

FRIDAY CLOSE .... (stock #s in %) ... Market up 3/21/5. Volume a little busy. Oil: WTI $106, Brent under $109. NG $3.64 ... WTWO up 100 after down 50 yesterday. BSRC up 42. ENSL, IFXY up 27. TMEN up 26. ECOS up 25. BOPO up 20. FNVRF up 17. EVSI up 16. MMMW up 15. SPIR up 14. RVLT, AMBT, BFRE, CREG up 10. EWRL, DSTI up 9. ZAAP up 7. XSNX, PSON, PSIX up 4. NTCXF up 3 .... SLMU down 44. CERE down 28. MGLT down 20. POLR, WWPW down 16. CSGH, NORX down 15. ASPW down 13. LYSDY down 11. WEST down 10. WSGP down 6. HIIT down 4, in top (50-day) lines. LEDS, ECTY down 3.

STUFF .... GA regulators ordered GA Power to add 525Mw of solar to portfolio next 3 yrs ... Earthworm poop could be key in predicting climate change. (Go figure.) ... 50 dead in China's worst flooding in decades ... NG still seeping from busted Gulf of Mex well ... Offshore wind investment to hit E18B/yr by '16. Avg E15B/yr next 10 yrs. Installs to avg 3.2Gw/yr ... Europe biomass/biogas power market E3.3B/yr. 2.5% CAGR predicted through '17. Analysis: subsidy cuts eroding growth ... Cal rooftop solar grew 391Mw in '12, up 26%. 1.6Gw installed capacity through 1Q13. Avg cost down ~1/3 since '07 ... IEA: wind power to double, solar to triple next 6 yrs. Total clean/renewable installed capacity to go from 1,580Gw in '12 to 2,350Gw in '18 ... OPEC production down 370Kb/d in June - 1.2%. Disruptions in Libya, Nigeria, Iraq. IEA says demand est record 92Mb/d in '14 ... Colo joined oil/gas industry suit seeking to invalidate voter-adopted citywide fracking ban ... Alberta will pay up to $5B in tolls to use planned TransCan oil pipeline to east Canada. Commitment to ship 100Kb/d for 20 yrs. 2,700-mi pipe cap to be 500-850Kb/d ... Stanford researchers using nanotech solar cooling panels to radiate unwanted heat out to atmos. Nanostructured quartz, silicon carbide ... German university researcher has biofuel cell that uses tree fungus to gen cheap el ... March TX crude production 74M bls. Highest level since '84. Output doubled in last 3 yrs ... Netherland researchers discovered titanium oxide coating on sidewalk halves level of local air pollution ... Developers of proposed 250Mw Kansas wind farm signed $250M tax equity funding deal ... Bluefield solar income fund completed 130M Pound IPO ... Australia launched 3-yr clean/renewables investment plan ... US court rejected EPA rule that deferred GHG emissions standards for biomass industry ... Navy moving to demolish its last coal power plant ... Report: geothermal power plants set off earthquakes ... AEP to shutter OH coal power plant rather than switch to NG ... Valero plans new $700M petrochem plant in Louisiana ... Scientists link soot with 2M deaths/yr ... Happy weekend trails, pards.

FRIDAY OPEN ... (stock #s in %) ... Market up 17/5/0. Volume slightly light. Oil: WTI under $105, Brent over $108. NG $3.67 ... US producer prices up. Big banks' profit surge ... WTWO up 50. ECOS, SPIR up 25. SOPW up 20. CHGI up 15. EVSI up 13. NPWZ up 10. RVLT up 8, back to top. SPWR up 4, new high. TSLA up 2, new high, 12% drop in sales Q2 ... SLMU down 44. CERE down 25 on downgrade, back under bottom (50-day) lines. WEST down 17. CSGH, POLR, WWPW down 16. MKTY down 13. ORYN down 11. WSGP, EWRL down 4. ECTY down 3. XSNX down 2.

THURSDAY CLOSE ... (stock #s in %) ... Market up 169/57/22. Volume normal. Oil: WTI under $105, Brent under $108. NG $3.61 ... US $117B budget surplus in June ... WWPW up 86. TMEN up 36. CBAK up 21. NGPHF up 19. SPIR up 18. LYSDY up 17. NFEC, PSIX, SATCQ up 16. SWET up 15. NTCXF up 14. JUHL up 11. ASYS up 9. EWRL up 7. NENE up 1 .... WTWO down 50. NORX down 46. CRCL down 22. IFXY down 21. LEOM, ECOS down 20. BHWX, UBRG down 17. HOKU, MMMW, ASIUF down 16. LEDS, BFRE down 15. CHGI, NPWZ down 13. BOPO, XDSL down 12. EVSI down 11. GRPH down 10.

STUFF .... Ford cutting price of '14 el Focus 10%. GM to put 500K EVs on road next 5 yrs ... REGI completed $21M upgrade at MN biodiesel plant ... Shell to settle alleged violations of Clean Air Act at Houston refinery/chem plant. $117M ... Report: global solar industry revs to soar after this year. Market seen to be $134B by '20, up 50% from now ... Historic flood in Toronto from rains ... Canada OK'd massive oil sands expansion ... $12M rail park to serve Permian Basin oil producers ... China reported slump in oil imports. OPEC sees slipping demand for their crude next yr ... US NG production growth dampening Iran's LNG hopes ... GAO: NRC slow to revise enviro guidance for nuke power plant license etensions ... 1st full-scale simulation opened door to 80-yr reactor life ... EU moving to restrict food crops in transportation fuels ... Radioactive groundwater at Fukushima liekly leaked into ocean for 2 yrs: regulator (seen those 3-eyed fish yet?) ... Apple to build 18-20Mw solar array for NV data center. SPWR low-concentrating PV tech. Uses single-axis parabolic mirrors. Concentrates sun 7x onto cells. 22.8% efficient. Online early '14. Apple completing 2 20Mw SPWR PV plants at NC data center. This site also uses 10Mw biogas plant, fuel cells ... Japan's "3rd arrow" of econ policy included pledge of over $300B to boost competition in pow gen sector, encouraging clean/ren elgen/storage ... DOI approved 520Mw of solar, geothermal in AZ, NV. 100Mw CSP/molten salt storage solar in AZ, 350Mw solar PV in NV, 70Mw geotherm in NV. BLM has 15 more sites under review ... Coalition for clean/renew heating, cooling formed in Mass. Wants to include biomass, solar, geotherm in state's RPS ... 2/3 of Eqypt's oil gone 20 yrs after its peak ... EC proposed $4.8B Public Private Partnership from '14-'20 for biobased industries ... Acciona completed 33Mw wind farm in Poland, their 2nd there. 3Mw turbines ... Ethiopia, Djibouti signed $2B el power interconnect agreement ... Trina Solar to supply 7Mw of modules for UK project ... China, US to jointly develop tech to capture CO2, lower emissions from heavy trucks, increase energy efficiency in bldgs, improve GHG emiss data collection. Plans ready by Oct ... Q2 clean energy investment totaled over $50B ... UK govt approved RWE's 1.2Gw offshore wind farm ... Vattenfall committing 460M Pounds to UK wind farms.

THURSDAY NOON .... (stock #s in %) ... Market up 142/42/17, new highs. Volume slightly light. Oil: WTI $105, Brent under $108. NG $3.59 .... TMEN up 36. NGPHF up 22, jump off double bottom. PSIX up 17, new high on finance news. NTCXF up 14 on progress news, up off latest new bottom. CERE up 14, reporting after close, up off top (bottom) 50-day line. LYSDY up 14. JUHL, SATCQ up 11. HIIT up 8, back up off top (50-day) lines .... NORX down 49, ah, the dump after the pump, hadn't even traded for weeks. WTWO down 25. NGLPF down 22 on 200 shares. IFXY down 21. LEDS down 18 after reporting, back to bottom (200-day) line. ASIUF, MMMW down 16. CHGI down 13. WEST down 10. CERP, WSGP down 5.

WEDNESDAY CLOSE .... (stock #s in %) ... Market flat, mixed. Naz new high. Volume slightly light ... Oil: WTI over $106, Brent over $108. NG $3.66 ... Bernanke: US still needs Fed stimulus ... BOPO up 63. ASIUF up 42. AMEL up 29. AMTX up 20. LSCG up 16. CHGI, UBRG up 15. CSKH, ZNBR up 13. RNWEF up 12. AMLM, BLDW up 11. LEXG, NGLPF, NPWZ up 10. PSON up 9. WSGP up 7. HIIT up 4. XSNX up 3. CERP, ZAAP up 2. ECTY up 1 .... BHWX down 48. GSPI down 19. POLR down 17. ECOS down 16. BSRC down 10. NTCXF down 2. LEDS down 1 with news.

STUFF .... French comp wants to invest over $500M over next decade to tap Brazil bagasse for el gen. Bagasse energy content similar to wood, ~1/2 coal ... Solar World closing down silicon wafer production at OR plant. 100 workers layoff ... 12 biobased ventures raised $435M in 2Q13. 32 projects being built off balance sheets ... French scientists producing cheap H from nanostructured rust, sun ... Germany to end all solar subsidies by '18 ... Nigeria says they could get get 4Gw of el gen from their 639M tons of coal reserves ... ET Solar supplying 10.8Mw solar modules to Ormat for their 1st solar power plant in Cal ... Sacred Power began selling its solar system in Home Depot in NM. Will soon roll them out nationwide. Batt backup option. Been selling to military installations, other govt agencies ... HSOL to build 42Mw Ontario solar project. Online early '14 ... NYSERDA awarding $54M to 79 solar projects in state. $120M private finance. 64Mw total capacity. HSOL, SCTY among recipients. $46M awarded in March. Cap $3M/project ... India's biggest solar-producing state seeking to cut solar subsidy 28% ... Utility planning $800M power plant to use NG from OH shale drilling ... USDA: record 90% US corn crop geo engineered ... Pentagon to double spending on alt-drive vehicles by '20.

WEDNESDAY OPEN .... (stock #s in %) ... Market down 29/3, Naz up 1. Volume normal ... Oil: WTI down $106, Brent over $108. NG $3.71 ... AEHI up 50 ... ASIUF up 42 ... SATCQ up 38 ... BOPO up 28 ... UBRG up 20 on news ... HOKU up 20, looking for liquidation price ... HIIT up 17 ... BLDW up 14 ... XDSL up 13 ... DSTI, RNWEF up 12 ... LEXG up 10 on news ... WSGP up 9 ... XSNX up 4 ... CERP up 2 on news ... ECTY up 1 .... AWSL down 30 ... POLR down 25 ... CHGI down 23 ... EVSI down 14.

TUESDAY CLOSE .... (stock #'s in %) ... Market up 75/19/11, new Naz high. Oil: WTI over $104, Brent ~$108. NG $3.65 ... ONYX up 200 ... SPIR up 36 ... WEST up 33 ... CHGI up 30 ... ECOS up 20 ... EWRL up 19 ... BOPO, MKTY up 18 ... NGLPF up 17 ... CREG up 16 ... FCSMF up 14 ... PRHL up 13 ... PSPW up 12 ... AMBT, CRCL up 11 ... PTOS, VSPC up 10 ... CERP up 7 ... XSNX, LEDS up 5 ... ECTY up 4 .... ASIUF down 30 ... IFXY down 22 ... WSGP down 18 ... PPRW down 17 ... HOKU, TMEN down 16 ... LEOM down 14 ... CSIQ, FNVRF down 13 ... NGPHF, ZNBR down 12 ... XDSL down 11 ... PSON down 10 ... NTCXF down 5 ... ZAAP down 3.

STUFF .... New research calls for seismic monitoring, modeling before CO2 injection underground ... Study: solar hydrogen production generates favorable energy payback ... Study: liklihood of Australia heat waves to increase 5x ... Queen Elizabeth leading UK clean/renewable energy charge ... WV drilling site explosion injured at least 5 ... Russia clean/ren energy bill disappoints. Regions picking up slack. Went into effect end of May. Aims for 6Gw of new clean/ren energy generation capacity by '20. Govt pledged to allocate ~$2.8B ... 3 more solar bankruptcies in past week. Conergy (Germany). Was installing systems on NM schools at grid parity. Gehrlicher Solar (Germany), affected by EU tariffs on Chinese solar. Hoku going into liquidation. Owes $1B ... Canada oil shipments by rail up 28K% since '09. 140K carloads/yr now ... Chechnyan war (ended '09) left est. 1/3 of all arable land saturated with oil, among the death and destruction. Rosneft now to spend $132M for geo surveying. Chechnya looking for foreign investment in oil/gas resources development ... Russia to have world's 1st floating nuke power plant (70Mw) by '16 ... Toyota committing $7B to advance hybrid tech over coming fiscal yr ... Ireland utility launched E4.2M EU-funded project to expand EV charging network ... Ming Yang Wind Power (China) completed 6.5Mw prototype super compact drive turbine ... 2 new energy bills signed into law in CT. State can now count large hydropower as clean energy to meet mandate. State to wind down reliance on wood burning biomass, landfill gas. Also encourages NG utilities to expand pipelines ... CSIQ to supply Thai solar developer with 91Mw ... China won't intro duties on EU polysilicon imports ... Phoenix Solar building 38Mw solar farm in GA. State's largest when done later this year. JASO panels. $85M cost ... Andhra Pradesh India approved 186Mw of wind farms ... US PV solar capacity broke 10Gw mark ... France to impose 5% energy bill hike to pay for EDF's rising debt ... DOE to modify rule phasing out fossil fuels to power fed bldgs, get appliance standards on track ... House GOP to carve food stamps out of farm bill ... US, China to begin talks on climate change ... Feds suing Oklahoma utility over emissions from coal-fired power plants ... DOE to study enviro impacts of engineered energy crops ... 1st Energy to close 2 PA coal power plants ... 3rd lawsuit against Exxon for Yellowstone spill ... Study: life expectancy drops from Chinese air pollution ... China enviro official says his agency among world's most "embarrassing" ... Head of Fukushima nuke plant dead from cancer.

TUESDAY OPEN .... Market up 46/10/7. Volume normal. Oil: WTI under $103, Brent over $107. NG $3.67. ... IMF cut global growth forecast, US expansion weakens ... UK manufacturing unexpected shrinkage ... AMEL up 28 ... EWRL up 21 ... ECOS up 20 ... CHGI, NGLPF up 17 ... AMBT up 15 on contract news ... CDTI up 14 ... FCSMF, NPWZ up 12 ... PSPW up 10 ... ECTY up 9 ... CERP, XSNX up 5 ... TSLA up 1, new high, going onto Naz 100 .... IFXY down 40 ... TMEN down 16 ... CABN down 10 ... CSIQ down 9 ... PSON down 8 ... NTCXF down 5.

STUFF... China seeks cap on exports of solar panels to Europe ... Germany's green energy drive forcing steep cuts in nuke sector. (OK...nukes are 24/7 clean energy. What's the prob, there Germany?) ... Study: new sold vehicles fuel econ dipped last month ... OR state senate rejected clean fuels bill ... US onshore oil/gas well sites spiled more than Exxon Valdez in '12. Over 6K spills ... Crude oil train explosion in Canada killed 5 ... New TX laws expected to boost NG use ... Rising oil thefts roiling Nigeria econ ... Japan nuke operators applied to restart reactors. Regulators will take at least 6 months to review ... Vienna switching to el buses. Overhead el lines still there. At least 5 Euro cites, 2 in SAm have overhead tram el lines ... Brit comp applying for shale gas fracking permit ... BLM withdrew over 300K acres of fed lands in 6 western states for new mining claims to save land for solar development ... Global VC investment in clean tech grew 56% over Q1 to $1.76B in Q2 ... Climate change collapsing seasons, stressing native UK trees like oak. Drought, storms, diseases ... Biofuel investments at 7-yr low. BP blames costs. Europe's biggest oil comps scaling back on nextgen (cellulosic) biofuels. BP, Shell halted funds for 4 separate ventures because tech won't be economical until '20 or beyondo. $57M spent in Q1. $7.6B spent in 1Q07 ... China says they won't set carbon cap ... Statkraft (Norway) boosting hydropower capacity, trading in Turkey to offset falling demand, profitablity in west Europe. Day-ahead power in Turkey cost 70% more than in Germany in May. El use up over 15% since '10 in Turkey. Statkraft building 2 hydro plants in Turkey. 102Mw online in '14, 517Mw more in '16. Turk econ expected to grow 4% this year .... Eqypt NG pipeline to Jordan blown up again. Surprise surprise ... Kurdistan postponed elections, granted 2-year extension to Barzani ... Sauds believed to have imported 9.5M bls of diesel last month, up from 7.5M in May. Saud el demand increasing 7-10% annually. In 20 yrs, they may be consuming all their domestic oil production. Govt pressuring foreign workers to leave because of jobs for Sauds. 12% unemployed. No plans to increase oil output capacity beyond current 12.5Mb/d ... NG exporters plan to defend linking their prices to oil. Courts have ruled they are overcharging. 40-yr-old system "fair and transparent". Customers say prices well above supply and demand level. Putin behind keeping linkage to oil ... Eurozone unemployment record high in May. Inflation 1.6% in June. Food, alcohol, tobacco prices up ... Exxon, Australia comp started drilling offshore Ireland ... Possible 700M bls tight oil underneath counties south of London. Fracking worries. Govt planning tax breaks for frackers ... Limited production from Kazakhstan's 40B bls oil field started. Only 8 years behind sked. Costs went from $10B to $40B ... Large banks only lending money in ND to oil projects. Real estate has bubbled up there .... US oil imports by ship expected to face 11% drop to 5.4Mb/d this year. Tanker lease prices lowest level since '91. W Africa crude to N Am to avg 700Kb/d this yr. Down 30% last 3 yrs ... Barclays: "perhaps wise to exercise degree of caution over long-term shale oil forecasts" ... Pipeline from offshore Iran gas fields to Pakistan completion in '14. 750MCF/d. Enough to gen 5Gw ... China looking at oil refinery, export pipe for Uganda. $6B. China comp contracted for dam on Nile, maybe 600Mw power plant ... Venezuela, Rosneft to explore/develop offshore Venezuela, onshore, LNG exports, domestic NG sales ... Chesapeake selling assets in Eagle Ford, Haynesville for $1B ... US truckers complaining reduced driving times from 82 to 70 hours/week. 3.9K killed in large truck accidents last year in US ... Largest fracking ops in Europe started in Ukraine. 9 stages. 40 days. 1.5M gal of fluid injection ... Tullow reported new oil discovery in N Kenya ... Brazil Oct auction of offshore blocks hold 2/3 of proven oil reserves ... FDA approved Arundo donax as cellulosic biofuel crop. Perrenial cane. $200M NC Chemtex plant got green lighted. Online in '15 .... UK comp to open ethanol, animal feed plant. BP-backed. Wheat feedstock. Brit wheat crop expected to be record low. UK expecting to import wheat '13-'14 ... US has 23 nuke plants identical to Fukushima .... Repsol must delay Spain's 1st-ever shale project after fracking ban ... Without new infra $500B of oil may be left in N Sea ... Comp got 11-yr PPA from Puget Sound Energy for coal-fired plant ... Alstom opened new Smart Grid Center of Excellence In France ... EON completed 2 solar plants in AZ. 20Mw total. Their 1st.

MONDAY CLOSE ... still the Google frack up ... AMEL down 22, ASIUF up 42, ASTI up 18, CHGI down 23, CREG up 19, CRGE up 120, CSOL down 22, ECOS down 16, ENSL down 22, EWRL down 34, FCSMF down 19, IFXY up 80, JUHL up 19, MMMW up 36, NFEC down 12, NGPHF down 10, OOIL up 16, PLUG up 14, POLR down 46 (dump of pump), PRHL down 12, PSPW down 16, SOPW up 19, SPIR down 18, VSPC down 13, XDSL up 13.

Sorry pards, Google blogville is fracked up today. I could write everything up here, though. May look into it.

FRIDAY CLOSE

(stock #s in %)

Market up 147/35/16. Volume 3/4 normal. Oil: WTI over $103, Brent under $108. NG $3.61. Oil this high is going to squeeze on growth. China, Swiss signed free trade agreement.

SLMU up 88. BOPO up 63 on 3K shares. ENSL up 55. PPRW up 27. ECOS, SOPW up 20. PLUG up 16. CBAK, CREG, LIME up 14. ASPW, AONEQ, EVSI, MKTY up 10. SPWR up 10, new high. HSOL up 8, new high. EWRL, RVLT, WSGP up 3. CERP up 2.

ONYX down 66, new low. HOKU down 41, to liquidate. SPIR down 41. ASIUF down 38. BFRE down 26. WTWO down 20. IFXY, USEI down 19. CRCL, FNVRF, MMMW down 17. JUHL, POLR down 16. CPWY down 15. JASO, CHGI down 13. TMEN down 11. FCSMF, SATCQ down 10, new low. ECTY, LEDS, NTCXF down 3. NENE down 2. XSNX down 1.

STUFF

Trans Canada (XL Pipe) completed 1st of 9 planned solar acquisitions in ~$52M deal.

BLM completed revisions to enviro review of Ruby NG pipeline after Fed appeals court crit last year.

Sungevity offering charities $750 for refers.

Last month, during worst flooding in Europe in 400 years, Germany ran out of sand bags. Netherlands, Belgium, Luxenbourg, Denmark showed up with 1.6M bags.

Study: 2 degrees celsius target inadequate to avoid some of the worst impacts.

Study: without major climate action oceans will no longer be able to support coral growth by end of this century. (Don't worry, pards, this age ending soon.)

UN experts find our globe warming at unprecedented pace.

Peabody (Coal) in '10 filed response to EPA finding on power plant emissions: "burning fossil fuels is good for the environment and good for human health". (Are these guys a hoot or what? I wonder what they said about black lung.)

Shell says their new ultra-deepwater Gulf of Mex oil well might hold 100M bls. 500M bl well already nearby. Jurassic. 160M yrs old.

Russia oil industry hit post-Soviet production record.

Slow adoption of rooftop residential solar in China. New policies late '12 to encourage it. Through May, though, only 25 homes in Jiangsu installed or installing. 154Kw. Biggest obstacle grid power 8 cents/Kwh. $7.5K 3Kw system takes 20 yrs to pay back.

Japan Intl Coop Agency assisting Kenya on clean/renewable energy development, power plant and powerlines support. Intl powerlines too. Kenya goal 5Gw geothermal capacity by '20. 200Mw now.

Africa Development Bank expects African wind power capacity to increase 10x next few yrs. 1Gw now. 1% of energy mix. 10.5Gw in pipeline. Significant potential in Somalia, Sudan, Libya, Mauritania, Egypt, Madagascar, Kenya, Chad. Gamesa, Vestas, Nordex major players. Alstom a little. (Where's GE? AMSC?)

US Climate Investment Funds ($7.6B) gave "go" for Egypt, Jordan, Morocco, Tunisia 1.1Gw concentrated PV solar. $660M. Leverage for $5B from other donors, private finance. 60Mw in Morocco underway.

US refineries at 92% capacity, up from 90% last week. Crude inventories down 10M bls. Gasoline stocks down 1.7M bls. Diesel down 2.4M bls. Total petrol inventories down 15M bls. (WHAT??? Exports?) US crude production up just 6Kb/d to 7.27M. 7.37M high early May not surpassed last 8 weeks. Falling output from some GOM deepwater platforms. Midwest, west coast pump prices down recently from refineries resuming normal production after maintenance. Floods in Alberta slowed oil imports. Eqypt does have 2.2Mb/d oil pipeline and Suez to protect. Iraq exports dropped for 3rd month in row. North pipeline sabotage. 273Kb/d exports in May went to 179K in June. S Sudan resumed crude exports to N Sudan. US ethanol production dropped 22Kb/d.

EPA OK'd Arundo (giant reed) and napier grass for renewable fuels. Even tho invasive species. New registration, record keeping, reporting requirements.

USDA restarted BioPreferred Bioproduct Certification, labeling.

Point: BP world energy review had total US crude oil production at 8.9Mb/d in '12. DOE/EIA had it at 6.5M. Huh.

Ethiopia ignoring Egypt's threats, continuing building Africa's largest dam - 6Gw. Near Sudan border. Completion in '17.

PNNL, Bonneville scientists thinking of using subterranean volcanic rock formations for E storage. Compressed air. East Washington.

Saud museums, schools, wildlife protection projects to be solar powered. Solar Village converted to city by '14. NASA there too for solar readings.

PPA approved for 7Mw giant king grass fueled biogas power plant on St Croix. VSPC.

PNM to add another 23Mw solar to system in '14. Buying another 102Mw wind starting in '15.

Gulf states planning $155B of solar projects. 84Gw by '17. UAE, Saud lead.

Sumitomo to supply batt storage for Hokkaido. 60Mwh capacity.

Idemitsu (refinery) to survey geothermal power at national park in N Japan.

Panasonic to close Hungary solar panel plant in Sept. To consolidate production in Malaysia, Japan. 550 Hungary workers to be hungry for new jobs. Panasonic to keep production at 900Mw/y. Plant in OR ended solar wafer production, still making silcon ingots.

SE Blue Renewables to invest up to $860M in Dane wind.

NM launched auction for 1Gw wind.

Teralys Capital investing C$50M in Quebec cleantech VC funds.

GDF Suez, AREVA lining up bids for French offshore tender.

FRIDAY OPEN

(stock #s in %)

Market up 22/13/5. Volume holiday light. Oil: WTI under $102, Brent over $106. NG $3.62. 195K new jobs. German factory orders dropped unexpectedly. Portugal financial trouble. China may cut credit to rebalance economy.

SOPW up 32 off bottom, 50-day lines. XDSL up 28 off bottom, stopping slide since April. PPRW up 27, spread 2-35 cents pretty crazy. PLUG up 16, back to bottom (50-day) lines. UBRG up 14. ASIUF, MKTY up 10. XSNX up 6. CERP up 2.

BHWX down 60 on 600 shares. BLDW down 34 on 1K shares. SPIR down 30, new low. BFRE down 24 on 400. MMMW down 17. SATCQ down 15. HOKU down 10. USEI down 9. ECTY down 7, the comeback continues. EWRL down 4. LEDS down 3, still at top 3 lines. CERE, PSON, NENE, NTCXF down 1.

STUFF

Lithuania aiming for some energy independence. (They were 1st republic to reclaim independence from Soviet Union.) Want to anchor ship - "Independence" - on coast to process LNG deliveries to get away from Gazprom dependence. Their NG prices were 15% over Europe's avg. last year. Only Bulgaria paid more under Gazprom near-monopoly. Gazprom also owns part of Lithuania's NG distribution. And part of their power grid still controlled by Moscow. Not yet possible for them to connect with Euro grid. Used to rely on nuke plant for power, but that was Chernobyl design, so they had to close that in '09 after joining EU in '04. LNG ship to arrive Nov '14. Need to import LNG at 5-10% under Gazprom prices to break even. Ship to cost $560M over 10 yrs. LNG prices could be up to 20% less.

SMA (German solar inverter maker) confirming deep layoffs. 700 workers gone by end of '14.

IL produce comp adding 10 CNG trucks, replacing biodiesel trucks. CNG priced at $2.60/gal v. $4.30-4.89 for biodies.

India says Iran "critical" for their energy security. Afghanistan too. For India to get central Asia energy supplies via pipes. (That would also add Pakistan to their energy security, presumably.)

IBM designing high concentration PV thermal system. Concentrates sun 2Kx. 75% efficiency. Parabolic reflector tracks sun, focuses rays onto triple-junction PV cells. Microchannel water cooling. Coolant's waste heat powers desalination or air-cooling units. Beats 60% efficiency with present tech. May be ready in 3 yrs. Uses concrete, pressurized metal foil instead of steel, glass. That cuts reflector costs ~2/3. Could produce el for 1 cent/Kwh, similar to coal power (and NG under $3.50).

MIT inventing new algorithm to protect grid from blackouts.

EON withdrew from testing Pelamis wave power system in Scotland.

BrightSource canceled 500Mw Rio Mesa solar project.

Statoil suspended floating offshore wind project due to Maine legislative changes.

Happy forth and trails.

STUFF

EC approved weakened CO2 price fix plan.

Trans Canada to add $470M of solar projects to portfolio.

New NG power plant fired up in Mich.

Argentina filed complaint with WTO over EU biofuels duties. EU has 60 days to assess.

Sol Voltaics (Sweden) secured another $6.2M from Sweden Energy Agency. Comp on track for demo plant by yearend, pilot line next 2 yrs, commercial ready by '16. Gallium-arsenide nanowire solar. Up to 25% more efficient than now, more cost effective.

Uganda launched FIT for clean/renewable energy. Help from German development bank, Deutsche. Funds from Norway, Germany, UK, World Bank. To direct over 300M Euro private capital. Up to 15 1-20Mw projects. Total 125Mw next 3-5 yrs.

Google to power Finland data center with wind power from Sweden. 72Mw farm. Nordex 3Mw turbines. Online '15.

DOE announced 4 R&D projects - $13M - in advanced separation techs. To get cost of drop-in biofuels to $3/gal.

LANL, Great Lakes Bioenergy Research Center found new pretreatment method to convert cellulose for better biofuel production.

Indonesia flag carrier wants all its aircraft on at least some biofuel by '15. 96 craft now, 144 by '15.

1st leg of Brazil ethanol pipeline opened.

Renewable Energy Group (REGI) re-opened mothballed TX biodiesel plant bought in Nov. Waste cooking oil, fats feedstock. 15M gal/yr.

Toshiba buying 76% stake in Austrian developer, provider of energy mgmt.

NRG Energy to install 6.2Mw solar system at MGM Vegas.

Australia boosting funding for energy efficiency, carbon capture projects.

EBRD launched 75M Euro western Balkans sustainable energy fund.

DOE announced $8B draft loan guarantee program for cleaner fossil fuels.

Invenergy closed finance for 242Mw of US wind farms.

Number of retailers following green bldg principles for most of new projects doubled since '11.

Solar City (SCTY) to install 3.4Mw of solar on over 600 military homes on NM AFB.

Peter Lynch's 2nd solar portfolio started with CSIQ, SPWR, SUNE.

BLM advancing WY to NV power transmission line for WY wind farms.

Navajo Nation declaring drought emergency.

Lake Erie algae bloom likely to be bigger than last year's. (Why don't somebody, um, collect it and turn it into oil?)

Insecticide suspected in new round of OR bee deaths.

WEDNESDAY CLOSE

(stock #s in %)

Market up 56/10/1. Volume normal. Market closed tomorrow. Celebrate a very long weekend.

ONYX up 650, leap off 50 day lines on 70K shares. Holy firecrackers. Time over weekend to check in on that. Again, the froth and stealth covered here. CBWP up 212 on 76K. Huh. 76. FNVRF up 49. TMEN up 41. BSRC up 31. AMEL up 22. PTOS up 19. MKTY up 18. CRCL, DSTI, VSPC up 14. ALGXY up 13. LIME up 12. ZAAP, USEI, CCGI, CPWY up 11. EVSI, LMRMF, ZNNMF up 10. EWRL up 5. CERE, NTCXF up 2. NENE up 1.

CABN down 25. CSKH, ECOS, ENSL, UBRG down 16. CHGI down 14. CLNT down 10. XSNX down 8. POLR down 7. CERP, WSGP down 5. ECTY down 4. HIIT down 3. RVLT down 2. PSON down 1.

WEDNESDAY OPEN

(stock #s in %)

Market flat and mixed. Volume a little light. Market closes at 1. Oil: WTI over $101, Brent over $105. NG $3.59. ADP: 188K new jobs in June.

CBWP up 212. Not a clue. ONYX up 150, day 2 of rise over bottom (50-day) lines. BSRC up 32, back to 50-days. FNVRF up 23. PTOS up 19, still climbing above all lines. ALGXY up 13, day 3 of jump off bottom on news of algae plant at coal plant. LIME up 12, jump off 3 bottom lines. USEI, CPWY up 11. CERE up 2.

BHWX down 60 on 800 shares. WTWO down 20. ECOS, ENSL down 16. GRPH down 13. UBRG down 12. CERP down 7. WSGP down 5. LEDS down 3. RVLT, POLR, ECTY down 2. PSON down 1.

MONDAY CLOSE

(stock #s in %)

Market down 42/1/0. Volume normal. S&P hit 50-day line resistance. Oil: WTI under $100, Brent under $104. NG $3.66. US auto sales back to pre-crash levels. Climate change the next $10T opportunity.

ONYX up 100. POLR up 30, double since late June, flyer in mailbox just before the dump. Watch the pump and dumps. Check the charts. Get in on the pumps? STTX, NORX some more of the latest. MMMW up 25. MGMXF up 20. ALGXY up 17 on Australia deal (see STUFF), 800 shares, jump to bottom (50-day) lines. CLNT up 16 on news (see OPEN), playing above all lines, strong volume. XDSL up 16, eye on double bottom with Oct. CABN up 13 on bottom. GRPH up 10 on bottom. HOKU up 10, year-long bottom, 3 lines at price for months. CERE, PSON up 2.

PTOS down 30, back to top lines. FNVRF down 18. PLUG down 16, back to bottom (50-day) line. AMEL down 15. VSPC, LEOM down 14. BLDW down 12. KIOR down 11 (news in STUFF), rejected by 200s, back to 50s. USEI, MKTY, SOPW, WEST down 10. WEST rolling on bottom since Jan. RVLT down 6. LEDS down 4, news of investigation. WSGP down 3. CERP, NENE, ZAAP down 2. NTCXF, ECTY down 1.

STUFF

Record heat wave blistering US West, of course.

Connecticut "green bank" closed on $60M deal to finance leases for over 2K rooftop solar systems for comm/rez customers.

Green Circle Bio Energy to build $115M wood pellet manufacturing plant in Miss. Will ship product to Europe to replace coal. 500K metric tons of pellets/yr - 50 football fields 2 stories high worth. Trees within 70-mile radius of plant.

U of Del research: flue gas tolerant algae could save 45% energy required to make fuel from algae.

German university found how cells notice absence of O2, produce H.

Caron Products making algae chamber for otimal growth.

Canadian Solar (CSIQ) completed sale of solar farm to Trans Canada.

Rosneft bought last 49% they didn't own of Russian NG producer for $2.9B. Rosneft wants to more than double its NG production by '20, look into LNG ventures.

White House OK'd sugar-to-ethanol buyback. Program may not be implemented in time to avoid forfeitures on sugar loans. 1st to expire end of July. $620M of loans at risk of forfeit.

KiOR (KIOR) Miss plant made 1st shipment since March of cellulosic gasoline. Commenced regular shipments of gas, diesel. Groundbreak for 2nd 40M gal/yr in Miss expected 2H13. Target 3M gal/y for 2H13. Plant capacity 11M gal/y.

Del Monte running 20 of their vehicles in UAE on biodiesel from used cooking oil from McDonalds. Entire fleet by yearend.

Obama announced $7B plan over next 5 yrs to double energy production, power access in 6 Africa countries - Ethiopia, Ghana, Kenya, Liberia, Nigeria, Tanzania. $9B more in private finance. Over 2/3 of those populations have no el access. GE contributed to the $9B, to develop 5Gw new power gen cap in Tanzania, Ghana. Goal to add over 10Gw of clean energy 1st 5 yrs.

Euro Renewable Energy Council says UK 1 of few countries that will miss '20 clean/renewable energy goal. UK ranks 25th of 27 EU states. Only state to miss '11 goal. 21 met '12 goals in '11. Austria, Italy, Sweden expected to reach '20 goal. Belgium, Poland, Spain expected to miss along with UK.

Chint/Astroenergy completed 10Mw PV rooftop solar install in Hangzhou China on new railway station in Yangtze delta area.

Fitch: large investment last few yrs by utilities will pay back big in cost savings, service reliability, demand side management, energy efficiency. Deployment more than doubled in US each year '08-'11.

Solar leasing arrived in NM from Affordable Solar, Sunnova Energy.

Arch Coal selling their 3 Utah mines for $435M to raise cash to weather revenue downturn.

Sauds started program to assess clean/renewable energy potential. 70 stations to measure sun, wind, geothermal, waste sources. 10 already installed. Atlas by yearend.

Irish comp to build biomass-fed power plant in England. 10Mw. Because UK pledged subsidies.

Japan set up clean energy fund for regional econs. $14M this FY. Green Finance Org to choose 5-10 projects.

Macquarie (Australia) to feed its CO2 emissions at coal plant to $138M Algae.Tec plant to produce 0x, algae oil. Macquarie must pay ~A$23 per metric ton of carbon emissions. Algae oil will be turned into biodiesel. Initial production ~50K tons oil/yr. 5x more next 3 yrs. Algae.Tec to fund plant through bond sale in Europe starting end of this month. Construction start in March. Plant online end of '14.

US investment bank targeting $1B finance for Mexico wind power development.

Andhra Pradesh solar power tender attracted 418Mw of bids.

Outerwall bought energy-to-waste recycler ecoATM for $350M.

German wind turbine ball bearing supplier cutting 50% of work force because of overcapacity.

Annual market for "climate adaptation services" est. to grow 12-30%/yr through '20: Environmental Business Intl. $700M in US, $2B in world in '20. Today it's consulting, engineering, specialty firms. Will grow to implementation, construction. 2/3 of cities in world planning for global warming impacts. Water security a major area. "Fortune favors the well prepared."

Lego, Motorola signed up with "WindMade" product label. For businesses that get 25% of their power from clean/renewable sources. 65 members now. New label to require 75% clean/ren, entire supply chain assessment.

MIT researchers found how to use engineered viruses to improve lithium-ion batts, solar cells.

Sustainable Purchasing Leadership Council wants to define, reward smarter, less wasteful sourcing.

Pacific Ethanol (PEIX) joined Russel Microcap Index.

Fed court tossed new SEC rule requiring oil/gas comps to disclose payments made to govts.

Update to LEED standards won approval.

Rising costs, shrinking grants creating "huge" funding crunch for US research. (We really want to INCREASE our research, don't we? Smart research, of course.)

Report: 34% of world's conifers at risk.

Campaign aims to raise awareness of pollutants' effects on Maine lobsters.

EPA approved biofuel feedstocks from 2 invasive species plants despite warnings.

OH nuke reactor shut down from pump probs.

Apple to build solar plant for NV data center.

GM, Honda partnering in fuel cell tech development.

Cost overruns continue at planned Miss carbon-capture coal plant.

TUESDAY OPEN

(stock #s in %)

Market up 72/16/8. Volume normal. Oil: WTI $99, Brent under $104. NG $3.63. US home prices up in May most in 7 yrs. US factory orders up in May.

CLNT up 33 on news giving revs, profit forecast, day 5 of turnaround from lines. XDSL, TMEN up 16. BYDDF up 11, bounce off top 200-day line to bottom 50-day. LEXG up 10 off bottom. USEI up 5. CREE up 4, new high. CERE, PSON up 1.

BLDW down 20. VSPC down 12, back below bottom (200-day) lines. GWBU down 11. MKTY, EWRL down 10. WSGP down 9. RVLT down 8, back to top (50) line on 2-month plateau along the top. ZAAP down 2. NENE down 1.

MONDAY CLOSE

(stock #s in %)

Market up 65/31/8. Volume normal. Oil: WTI over $98, Brent over $103. NG $3.59. GAO: profitable US comps paid 12.6% fed taxes in '10. (Seems pretty fair, yeah? Or pull it back to 10%. Lord knows what state, local, real estate, et al taxes are.)

ONYX up 1,900. (I know. Gotta report it.) 11 hundred shares. POLR up 36, starting over, looks, after 6x from April to June, latest pump and dump. ASIUF up 35 on 1K shares. BHWX up 33. CSKH up 30. WTWO up 25. GSPI up 24. AMBT up 22, 2-day rise from bottom lines (50s) to top (200-day) lines. AMPD up 21, double top (?). ENSL up 17. IFXY up 15. ALGXY, HSOL, XIDEQ up 14. HSOL new high, double since early May. XIDEQ in bankruptcy. CERP up 13. ASTI, CCTC up 11. ASTI peeking out over all lines. Looks like a buy. AMLM up 10. NENE up 2. LEDS up 1.

CBWP, PPRW, SATCQ down 33. CABN down 31. BSRC down 23. MMMW down 21. LEXG down 20, new low. VLNCQ down 20. Bankruptcy. SLMU down 18. TMEN down 16. NGLPF down 15. MGMXF down 14. USEI down 13. CPWY down 12. ORYN down 11. AMTX down 10. HIIT down 6. WSGP down 4. NTCXF, ZAAP, PSON down 1.

STUFF

EV broke EV speed record. Over 200MPH.

Sinovel to divest overseas units after US indictment over AMSC case.

Obama admin gave final approval for wind project across 40K acres of AZ public land.

New MIT el system may make carbon capture more efficient.

US western governors unveiled 10-year "energy vision".

K Road gave up on 294Mw Cal solar project. Almost 1.5Gw of solar pulled off table in S Cal recently.

Climate change lags by 25-50 yrs the emissions that cause it.

Est. amount of CO2 contained in Arctic permafrost 2x as much as currently in atmos. Methane portion of any release from melting 20x more potent than CO2.

EIA: June OPEC production down 300Kb/d from unrest in Libya, Nigeria. OPEC exports expected to increase 450Kb/d next few weeks to help summer driving. (Summer driving, some are not.)

Use of NG in US power plants down 22% in April yoy. NG prices rose well above $3.50 NG/coal switch point. (Now back around it.)

Iraq plans to invest $620B next 17 yrs to develop oil/NG fields. Projects $6T revs same time. Oil production increase to 10-12Mb/d from 3.2M now. May exports down to 2.48Mb/d from 2.62 in April. Bad weather, attacks on northern pipeline.

Kurdistan planning to get exports up to 1Mb/d by '15.

India, S Korea  pledged to make substantial cutbacks in Iran oil imports. Japan May Iran imports 2x yoy, but down 17% this year to date over '12. China imported 2.4M tons Iran crude in May, up 4% yoy.

50% of Egypt folks below poverty level of $2/day. (I hope you all are pausing a few seconds. after reading that. It's like another plague from God. $2/day?! Half below?! Count your blessings.)

China econ may really be growing 2-3% if empty condos, redundant rail lines taken out: recent book. El use up 2.9% Q1. GDP growth usually 85% of el use growth. Demand for fuel oil up 11.9% yoy Jan-May. (They burning fuel oil at power plants? Or is that all trans?)

UAE plans to increase oil production capacity to 3.5Mb/d by '18. 2.8M now. Fell short of 3M target by '13.

Gulf Keystone (UK) started drilling 1st exploration well in Kurd field. Potential 10.5B bl reserves. '18 production targeted at 250Kb/d.

China oil comp paid $1.5B for stake in Angola oil field. Bought $4.2B share in offshore Mozambique NG field in recent weeks. Chinese spent $35B in '12 on energy JVs, purchases.

Uganda, Kenya planning pipeline to Indian Ocean.

Est. of Cline Shale (W TX) up to 30B bls recoverable. 1st of 7 planned pipelines to ship W TX crude to Gulf coast operating since April.

India cabinet agreed to double NG prices to industrial, retail users to help fund investment in exploration, reverse declining domestic output.

India used 10% more coal in '12 than '11. Fastest rate increase in 31 yrs. Coal plants ~59% of their power gen.

Global spending on deepwater oil drilling, NG exploration expected to almost triple to $114B in '22. $43B in '12.

Largest biodiesel plant completed in US. JV between Valero, Darling. 142M gal/yr. Louisiana. Recycled animal fat, used cooking oil, corn oil feedstock.

Royal DSM plans to license cellulosic ethanol tech after their 1st plant opens early '14. $250M, 25M gal/yr plant. Considering building more plants.

1st batch of exported biodiesel from Brazil headed for Netherlands.

Louisiana salt mine that provided brine to local petrochem comps began to collapse last year. Sinkhole now sucking up town, emitting oil, NG, other. May contaminate waterways. (Um, and US holds its Strategic Oil Reserves in these salt caverns?)

Sri Lanka returned 40K tons of low quality diesel, blacklisted Emirates National Oil Comp.

Study: 21% of homes produce 50% of CO2 emissions. (Energy to run homes, personal vehicles. Study done in Switzerland.) All homes produce over 70% of all CO2 emissions. (Switzerland may not be the right study for this. They live in the mountains. But yeah, power plants to heat, power homes and personal vehicles. Yeah, 70% of emissions. Maybe so. Point of study, I think: our rich neighbors - big homes and many vehicles - are low hanging CO2 reduction fruit.)

Canadian Solar (CSIQ) to supply 91Mw of modules for solar projects in Thailand. Deliveries by yearend.

Solar Frontier (Japan) restarted 60Mw CIGS thin-film panel plant. Growing demand. Suspended ops end of '12. Plans to produce new type of panel before yearend.

Banks accepting more foreign equipment for Japan solar projects.

EPA sent power plant emissions revision to WH ahead of schedule.

For almost a decade, destroyed drilling platform has trickled oil into Gulf of Mex.

OR residents held funeral for dead bees.

Happy trails, pards.

MONDAY OPEN

(stock #s in %)

Market up 148/44/18. Volume normal. Oil: WTI ~$98, Brent over $103. NG $3.58. Growth in US June manufacturing.

CRCL up 50. ASIUF up 35 on 1K shares. AMPD up 35, back to early May top from top (50-day) lines. EWRL up 29. WTWO, BFRE up 25. GSPI up 24. IFXY up 15. CBEH up 14. AMLM up 10. TSLA up 7, given new target of $130. CERP up 5. NTCXF up 4. NENE, LEDS up 1.

PPRW down 33 on 200 shares. CABN down 26. GWBU down 16. NGLPF down 15 on 300. MGMXF down 14 on 400. ORYN, PSPW down 13. AONEQ down 12. USEI down 9. WSGP down 6. ECTY, CERE down 2. ZAAP, RVLT, HIIT down 1.

STUFF

Siemens to cut 1.7K jobs in energy ops.

TX's Eagle Ford oil production up 54% yoy in April. 530Kb/d. Up 13% from Feb. 9 major fields. TX using 10% of all drill rigs on the planet.

TX A&M Central TX starting up "world's biggest solar E test facility". 50Mw. Commercial demos, testing, incubator program to guide new techs. Will also provide all A&M CT's power needs. $600M est. cost. Neighbor is Fort Hood. To be built in stages.

India's trade policies hurting US solar industry. Local content requirement the prob.

Atom-thick PV solar sheets could pack hundreds of times more power per weight than today's cells. MIT. Nanotech.

Lawmakers missed deadline for NY solar bill.

Brazil forecast to grow GDP 25% next 5-6 yrs with large infrastructure program. Hosting '14 World Cup, '16 summer Olympics.

Peru preparing auction of 26 oil concessions in Amazon. Aiming for $1B. 2nd auction this year after 3-yr hiatus. Perupetro auctioned 9 offshore concessions in May. Licenses maybe in Oct.

DNO (Norway) discovery in Kurdistan. Could be 1B bls. GENL involved.

Noble, Israel partners sealed Cyprus LNG terminal deal.

Gazprom withdrew from Greece Public Gas Corp deal.

Statoil launching anti-terror ops. Algeria.

Egco (Thailand) paid A$110M for Boco Rock wind farm in Australia.

IL throws away 5M tons wood per day. Chip Energy $1.5M biomass conversion facility. Used shipping containers welded together. Oct start. Waste to briquettes.

FRIDAY CLOSE

(stock #s in %)

Dow down 114, Nasdaq up 1, S&P down 7. Volume normal. (Sorry, obviously I guessed. Volume was almost 3x normal for last day of quarter.) Oil: WTI under $97, Brent over $102. NG $3.56.

BHWX up 100. CABN up 65. BLQN up 53 on 100 shares. SATCQ up 53. WTWO up 33. SOPW up 19. ASPW up 18 on 100 shares. ZNNMF up 17. PSPW up 16. SRWRF up 15. LSCG up 13. AMSC up 12 on news (see FRIDAY STUFF). AMLM, AMTX, BLDW, CSUN up 11. AMBT up 10. EWRL up 4. RVLT, NTCXF up 2. CERP up 1.

CRGE down 54. CDTI down 35. TMEN down 20. CSKH, GSPI down 16. GERS down 15. LIME, MKTY down 14. ABAT down 13. NPWZ, XIDEQ down 11. NENE down 6. ECTY down 3.

STUFF

US Fed grand jury indicted 2 Sinovel execs, former employee of American Superconductor (AMSC) for conspiring in '11 to steal AMSC software that controls el flow in turbines. Caused alleged $800M damages. Loss of 500 jobs. No US extradition treaties with China, Serbia (where AMSC employee ended up). (No extradition treaty with China?!) Sinovel to face trial in US. Could face fines 2x damages plus restitution to AMSC. AMSC also suing in China for $450M for infringement of trade secrets and other settlements. Sinovel-made wind turbines contain AMSC-stolen intellectual property. DOJ launched $4.8B prosecution case. (Confucious said: "the wind cleanses the spirit". I made that up. Maybe it was Lao Tse. Maybe Charlie Chan. Bruce Lee?)

Heritage Foundation: reduced power gen from coal plants could cost 500K jobs, drop family incomes, raise NG prices. (I bet they exaggerate some. But cleaner, healthier air, less global warming will cost something somewhere to someones; add value elsewhere.)

Study: human-caused climate change behind record hot Australian summer 6 months ago. (They did get a govt leadership change lately.)

After 7 months of drought, Marshall Islands' capitol had tidal floods.

Study: historical records of sea levels during last ice age inaccurate. May change current climate models.

BLM proposing to offer 8 parcels near Mesa Verde in Nov oil/gas lease sale. Locals do not like. (Ever been there?)

Nordex (Germany) closing Arkansas wind turbine nacelle assembly plant in Oct. "Uncertainty in US market from govt extending PTC 1 year in last hour last year, plus some over capacity." Opened in '09 for $100M with goal of 700 jobs by '14.

Binz nominated to head FERC.

Sunrun scored over $630M for solar rooftop installs across US. JP Morgan, US Bank among investors. Using 3rd party owned model. US residential solar installs up 53% yoy. Sunrun has over $2B in pipeline.

IEA: globally, clean/renewable energy may supply more power than nuclear or NG by '16. Clean/ren may grow 40% next 5 yrs. Near 22% now worldwide.

Sale of shares in new grid lines to normal citizens launched in Germany. More citizens working to take power supply into their own hands. Also buybacks of muni utilities sold to private firms in '90's. '07-'12 over 230 municipalities started their own utilities or bought back from private owners.

Better insulation, triple glazing, better boilers, etc. can cut new house power use up to 90%. (But do utilities want that? We need a new power paradigm folks.)

Every 5% global shift to av biofuels creates 72K jobs, avoids 3M tons/yr of carbon emissions. US commercial av uses near 20B gal jetfuel/yr. 5% shift in US creates 3.6K jobs, avoids 150K tons carbon/yr.

CleanWorld (Cal) expanding 10K tons/yr biodigester to 40K. Will be largest commercial high solids food waste digester in US. Dec '13 completion. Will convert 100 tons/day of food waste into heat, power, NG, fertilizer enhancements. CNG fueling station next door.

US Forest Service awarded near $2.5M in grants to 10 comps, community groups for wood-to-energy projects. Recipients to provide at least 20% of project cost. Other matching funds near $6.3M. GAO: USFS $314M backlog in trails maintenance. (How do we maintain our happy trails, pards?)

2-junction solar cell reached new record 31.1% efficiency at NREL. Beat Alta Devices' 30.8% made 2 months ago. NREL joint project with U Cal Berkeley, Spectrolab.

Repsol rejected $5B offer from Argentina for '12 seizure of 51% stake in YPF.

Consortium rejected Nabucco NG pipeline from Azerbaijan to Europe for shorter TAP pipe through Turkey, Greece, Albania, under Adriatic to Italy. Nabucco a more northern route. Production under Caspian starts in '18 - 16BCM/yr. TAP ready in '19.

New nuke reactors in Brit to be backed by govt. Britain wants to attract 100B Pounds of private investment in energy sector. Also unveiled plans for tax changes, planning laws to exploit shale gas. EDF wants to build 2-reactor 14B Pound nuke plant in Brit.

MidAmerican subsid completed largest ever solar project bond offering. (I couldn't find more on it.)

Malakoff to pay $600M for 50% stake in Australian wind project.

Returns at clean/renew energy mutual funds up avg. 23% last 12 months. Smallest gain over 14%. Latest Q returns avg. 4.5%. ETF returns mixed. Largest 12-month gain from QCLN - over 50%.

Obama turned over keys of climate change plan to 2 women.

Oregon temporary ban on pesticide suspected in bee deaths.

FRIDAY OPEN

(stock #s in %)

Market mixed, flat. Volume normal. Oil: WTI ~$97, Brent under $103. NG $3.55. US biz activity cooled more than forecast in June.

BLQN up 53 on 100 shares. Gotta love it. WTWO up 33. AMSC up 11 on court action, but will take a long time to collect anything, back over bottom (50-day) lines. RSOL up 3, top (50-day) lines holding. RVLT up 2. NTCXF, LEDS, ECTY up 1.

CRGE down 54. CDTI down 36 on new offering news, new low. EWRL down 16. ORYN down 12. KIOR down 8, some profit taking on yesterday's jump. CERE, WSGP down 4. CERP down 3. PSON down 1.

THURSDAY CLOSE

(stock #s in %)

Market up 114/25/9. Volume normal. Oil: WTI under $97, Brent under $103. NG $3.58.

AEHI up 100 on 500 shares. Pretty ridiculous. LEOM up 35 on 800 shares. PTOS up 34 on 11K. KIOR up 18, day 4 of climb off bottom to top (200-day) lines. (OK, so I missed day 1. Let's watch tomorrow if it goes through 200s or gets pushed back.) BLDW up 18. CERE up 16, in between 50s and 200s. CRCL, CGYV up 14. GTAT up 13, leap to top line (200-day), huge volume. AONEQ up 10. EFOI up 8, holding at 40 cents. TMEN up 8. RVLT up 5. CLNE up 4 on upgrade. AMSC up 2 on China court ruling they got screwed out of their tech. NENE, ECTY up 2. CERP, LEDS up 1.

ONYX down 95 on 6K. Glad I did not own that. ENSL down 40. ASIUF down 35. AMLM down 28. WWPW down 26. GSPI down 21. SRWRF down 20. CSGH down 18. IFXY down 16. AMTX, HOKU, PSPW down 14. BFRE, CHGI down 13. JUHL down 12. ASYS down 11, day 2 of fall from top. USEI down 11. DSTI, LEXG down 10. HIIT down 3. NTCXF, RSOL down 2.

STUFF

National Coal will "effectively" stop mountaintop removal mining in settlement with enviros.

Finnish comp opened $173M, 20Mw combined heat, power plant in Lithuania. Biomass, muni waste -fueled plant will produce 40% of seaport city's heating needs. Will dent Gazprom's 100% dominance. City also planning LNG terminal by end of '14. Lithuania plans to interconnect their grid with Sweden's, Poland's by '16. CHP plants provide near 30% of energy mix in Finland.

Gazprom looking to get LNG facility on Baltic Sea in next 5 yrs. Wants to send 10M tons/yr LNG from Finland coast. Already sending NG to German coast through pipeline. Want to link Britain into it. Gazprom supplies ~25% of Europe's NG. Europe on cusp of getting NG from Azerbaijan via pipe.

UK released subsidy prices for clean/renewable energy for '14-'19 for over 1Gw projects. 155 Pounds/Mwh for offshore wind, 100 Pounds for onshore wind, 125 Pounds for PV solar, hydropower 95 Pounds, biomass 105.

EPA told Congress E10 blend wall won't be hit until '14.

Pleasant Valley Biofuels to start up 1.5M gal/yr biodiesel plant in Utah this month. Waste veg oil, tallow, virgin organic oils feedstock.

Cereplast (CERP) moved HQ, Europe office to cut op expenses $600-800K/yr. 1H13 sales to "substantially exceed" 1H12.

Duke U study linked fracking to groundwater contamination in northeast PA houses within kilometer of drilling. Methane in 82% of drinking water samples. Concentrations 6x higher than homes farther away. Concentrations of ethane 23x higher. Propane also found. No biological source of ethane, propane in region. But Marcellus gas high in both.

Israel put 40% cap on NG exports. Pipeline to Turkey or $15B LNG port to export to Asia? Israel uses ~7BCM/yr. With 40% cap, reserves could supply Israel for 25 yrs.

China accounted for 25% of global GHG emissions in '11. US under 17%. US emissions falling, China growing (3.4% in '12).

Funding disappearing for nuke fusion over poor progress. Reactor at Lawrence Livermore National Ignition Facility under threat of fund cut. $486M. Congress reconsidering contribution to ITER in France.

UK '11 fossil fuel imports up ~10%, exports fell. '12 GHG emissions up 3.5% from move to coal, cold winter.

Nigeria privatizing 80% of 10 NG-fired power plants. Over 4.2Gw total (design capacity over 5.4Gw).

Abengoa (SP) opened ethanol from muni solid waste demo plant, their 1st use of the tech. Largest globally, though. 25K tons of waste generates up to 400K gallons. They're building cellulosic corn to ethanol plant in Kansas, $110M waste to energy plant in AZ to gen power.

Renewables Infrastructure Group planning biggest IPO for UK clean power. $460M. To buy 14 wind farms, 4 solar parks in Brit, France, Ireland. 276Mw total. Previous IPO - Greencoat Wind - up 7% since March debut. Bluefield Partners planning 150M Pound IPO to invest in solar.

EIB may lend Drax $160M to convert 1/2 of Brit's largest coal power plant to wood-fired. $1B plan.

India solar credits dropped to floor price for 1st time this month. Down 19% from May. India's solar capacity up 79% in last FY to over 1.6Gw.

Mitsubishi to supply 47Mw turbine for Turk geothermal plant. Follows '08 turbine delivery to same plant. Mitsu has orders for over 100 turbines from 13 countries for geo plants. They've supplied ~30% of global capacity.

Vestas signed 99Mw wind turbine contract.

Geological ests. indicate 2x more shale gas in north England than previously thought.

Acciona got 45Mw wind project in Chile.

ADB: Asia requires $944B of energy efficiency investment.

Philippines mapped out plan to switch to 100% clean/renewable energy in 10 yrs.

Foxx got 100-0 Senate confirm to head DOT.

THURSDAY OPEN

(stock #s in %)

Market up 147/32/14. Nasdaq back above 50-day lines, but volume a little light. Oil: WTI over $96, Brent over $102. NG $3.68.

AEHI up 100. NGLPF up 34. CERE up 23, day 2 of turnaround from 50-day lines. EWRL up 8. LEDS up 7, back above top line. ECTY up 6, back to top (50-day) lines. RSOL, ZAAP up 3. NENE, CERP up 2. NTCXF, RVLT up 1.

USEI down 15. PSPW, EVSI down 14. ASIUF down 11. GERS down 10.

WEDNESDAY CLOSE

(stock #s in %)

Market up 149/28/15. Volume normal. Oil: WTI over $95, Brent under $102. NG $3.74.

WWPW up 102 on 20K shares. ASIUF up 55 on 200 shares. Yea, really. GSPI up 52 on 70K. RSOL up 18. Real goods. 11M shares. PSPW also up 18. BLDP up 16. Fuel cells. Over 2M shares. CSIQ up 13 on 7M shares. HOKU, VSPC up 12. DSTI, GERS up 11. KIOR up 10. LEDS up 6. NENE, RVLT, HIIT up 3. WSGP up 2.

AEHI down 50. BLQN down 35. USEI down 25. BSRC down 24. SRWRF down 21. LEOM down 18. MMMW down 16. ASPW down 15 on 350 shares! PTOS down 13. TMEN, CGYV down 12. NGLPF, PALAF down 11. QTMM, SENY down 10. EWRL down 8. CERP, PSON down 7. NTCXF down 5. ZAAP, ECTY, CERE down 2.

STUFF

Pemex needs to boost spending near 50% to near $40B this year to develop shale resources, deepwater Gulf of Mex resources. Their oil exports to US lowest in 23 yrs. EIA says Mex shale holds 545TCF NG, 13B bls oil.

Globally, urban residents produce 2x more waste than 10 yrs ago. 1.3B tons/yr. Expect 2.2B tons in '25 with no change. Costs $200B this year to manage. '25 est. $375B. Waste-to-energy industry $7.5B this year. To grow 6.8%/yr.

Obama: Keystone pipeline must not add to GHG emissions. (That's a lot to analyze. Pipelines are cheaper than rail. But plenty of emissions digging out the bitumen, processing it, refining it v. light crude.)

National Academy of Sciences: larger pipelines carrying heavy tar sands at no greater risk of spill than those running conventional crude. (Maybe. But the bitumen et thinners a much worse batch of gunk than light crude if leached into ground or, God forbid, dumped into rivers.)

New industry standard won't mandate baseline groundwater testing for fracking. (What the hell? Who cares about our water?)

Beacon Power came out of bankruptcy (private now) with new 20Mw energy storage project in PA for PJM grid. Flywheel (kinetic energy) tech. 1st 4Mw online Sept, all online 2Q14. Their 1st 20Mw plant in NY already online.

Europe failed to approve Syngenta GMO corn for ethanol.

Norway overtook Russia as Europe's top NG supplier in '12. Russian NG prices still tied to oil prices. Norway's not, so lower prices. Their NG exports up 12%, Russia's down 10%.

Halliburton adapting US submarine tech to improve fracking efficiency. Acoustic tech records slightest of sounds made deep in Earth. Over $30B to be spent this year on fracking wells that produce less than optimal results. Halliburton still cataloguing different sounds. 15 fracking stages in each well, each cost $100K. 80% of US production from wells where oil/gas flow from only avg. of 3 stages.

Canada researchers found process to turn CO2 into methanol (fuel) that's twice as effective as current best method. They use hydroborane (process needs H). Costly to make. But produces little waste with no damage to it so it can be reused. Process still too expensive. Working on tweaking method or finding cheaper H source.

EU trade tariffs on solar making China PV solar makers turn to Africa. China panel makers in line to supply most of $140M to build 1 of largest solar plants in Africa in Kenya.

Rise in radioactive tritium in seawater in Fukushima port. Doubled in past 10 days. Contaminated groundwater the suspect. Just over 2% of legally permitted level. Analysis now of strontium-90. That gets into food chain. 3-eyed fish and all that. Help us Lord.

Serbia expecting record hydropower output this year from high water levels after all that rain. They'll be able to export at least 2Twh, double 5-yr avg. Cheaper to use than burning coal or NG. Last year they were dealing with drought.

Wave power comps need subsidized prices almost 6x tariffs for coal in UK. Wave power now costs almost $500/Mwh.

Wells Fargo to invest $100M in Sun Edison solar projects.

Aruba plans 2nd wind farm. Their target 100% clean/renewable power.

Houston, Palo Alto announced big clean energy purchases. Will make Houston largest buyer of clean energy of US cities. 140Mw more. Wind to supply half its power. $6.8B investment in new transmission lines will enable TX cities to double their wind power use. Austin also made big wind buy at prices that beat NG power. Palo Alto solar purchase to provide 18% of its power at 6.9 cents/Kwh. Their muni utility to buy 80Mw from 3 plants online in '17 for 30 yrs. They will then get half their power from clean sources.

Avg. American can save ~$2.50/gal driving an EV. In some states (with hydropower) up to $3/gal.

Solar City (SCTY) intro'd lightweight roof mounting to max out solar capacity on commercial bldg rooftops. Reduces 3-4lb/sq.ft. for conventional panels to 2.3.

USGS: US geological potential to store CO2 underground 2,400-3,700 metric gigatons. (Wouldn't that raise the US thousands of feet? Just kidding. But at what cost? We need total cost in dollars and emissions from cradle to grave of all energy sources to get this right. Whatever, Jesus is due back anytime anyway.)

NRC finding that spent nuke fuel pools safe drawing scientist's ire.

National Grid won't pay for PCB cleanup in Hudson. (I'm OK with their stance. But SOMEbody's got to get it out of the river basin. It's more on manufacturers for making it; Washington, Albany, other Hudson state govts for allowing it, in my umble opine.)

L.A. banned plastic bags. (YAY! But. What about the old retired guy who has to carry his groceries for mile and half back to home? Does he get free carrying bags? Will they put handles on paper bags? Details.)

Louisiana factory blast released over 62K lbs of toxic chems into the air ... Hazardous materials in cargo containers caught on fire in NJ port.

Happy trails, pards.

WEDNESDAY OPEN

(stock #s in %)

Market up 93/22/9. Volume normal. Oil: WTI over $95, Brent over $101. NG $3.68. US revised Q1 GDP up 1.8%, not 2.4%.

CSKH up 30. RSOL up 25 on contract, day 2 of turnaround, back over top (50-day) lines. GERS up 17. PTOS up 16. CRCL up 13. BLDP up 10, another turnaround. LEDS up 5. NENE, WSGP up 2. XSNX, HIIT up 1.

WTWO down 33. BSRC down 32. USEI down 28. BLDW down 23. EWRL down 19. LEOM down 18. SRWRF down 16. LSCG down 14, new low. CGYV down 12. PSON down 8. CERP, ZAAP down 5. CERE down 2, holding at bottom (50-day) lines. NTCXF, ECTY down 1.

TUESDAY CLOSE

Pstock #s in %)

Market up 100/27/14. Volume normal. Oil: WTI over $95, Brent over $101. NG $3.68. US Army to cut 12 combat brigades by '17. Hoo-wah. Come on Russia, China.

ONYX up 1900 on 5K shares. Huh. EWRL up 56 on good volume. ASPW up 53 on 6K shares. WTWO up 50 on nominal volume. CSGH up 22 on 10K. ECOS up 20 in trip zeros. PSPW up 18. CHGI up 17 on 4K. HYGS, EVSI up 16. XDSL up 15. Maybe they have something. CPWY up 14. BFRE up 13. AMEL, DSTI up 11. CBAK, OPTT up 10. SCTY up 9. CERE up 7. NENE, PSON, ECTY up 3. XSNX, ZAAP up 2. LEDS, WSGP up 1.

AEHI down 50 on 500 shares. WWPW down 46 on 1K shares. BHWX down 40 on 7K. CRCL down 29. SATCQ down 28. VSPC down 17. PALAF down 15. CBWP, PTOS down 14. CABN down 12. CERP down 11. GSPI down 10. RVLT down 7. NTCXF down 1.

STUFF

POTUS Obama proposing limits on GHG emissions from existing power plants, new plants. Also proposing new fuel efficiency standards for heavy-duty trucks, new efficiency targets for appliances, buildings. Also to commit $7B for international climate mitigation, adaptation. Also $8B in loan guarantees for innovative energy efficiency, fossil fuel projects like carbon capture/storage. Goal to bring GHG emissions 17% below '05 levels by '20.

Tenaska (Neb) canceling development of 2 coal-fired power plants. To focus on power gen from NG, clean/renewable.

GE to help China's solar industry expand, meet quality standards.

Pressure building on India to ban HFCs.

Illegal Indonesia fires causing serious health impacts in Singapore.

Australian comps complying with carbon permits for 1st time.

UK Energy Minister wants 20Gw solar by '20.

Abu Dhabi to invest $1.5B in UK's clean/renewable energy sector over next 7 yrs. Deal between UK Green Investment Bank and Masdar. Masdar already invested $500M in London Array offshore wind farm.

Study on stray gas in PA water wells "rules out biological source". Gaps, cracks in cement seals encasing wellbores suspected.

More benzene (carcinogenic) detected near Wisc oil pipeline spill.

Bankrupt EV maker now energy storage firm Coda Energy.

DOE Water Power Program requesting input from ocean power industry on improving manufacturing processes for ocean, tidal, wave power techs.

EIA admits they overestimated NG production 66% of the time, oil production 60% of the time in March '13 reassessment of '12 figures. Shale oil-gas reserves have been overestimated by up to 400-500% by operators to get more money loaned. Leases were bundled, flipped by Wall Street on unproved shale fields just like during mortgage securities bubble. (The latest game, I guess. And EIA in on it. Or scammed. Huh. I guess we'll see that implode in years (months?) ahead.)

Calgary Canada may be without power for months following flooding. 750 bl oil pipeline spill in N Alberta. "Water may have moved ground." Enbridge shut down 2 major oil pipelines that serve tar sands region as precaution. (Ironic? Deluge on tar sands region.)

Sinopec subsid buying Marathon's 10% share in Angolan offshore oil/gas field for $1.52B. Will increase Sino's share to 15%. Block 31 run by BP. Est. to hold 533M bls.

FTC opened probe of oil price-fixing. In tandem with EU probe already begun.

Coca-Cola Foundation awarded $36M of sustainability grants in Q1.

ACORE new study highlights key strategies to scale-up US clean/renewable energy industry.

Global Data: EV production to drive advanced batt market revenues to $61B by '20. $20B in '12. 73% of advanced batt mart. Lith-ion batts set to maintain market dominance with 87% of market.

POTUS Obama also pledged to end Ex-Im Bank financing of overseas coal projects except for poorest nations or for carbon capture/storage. Ex-Im financing for fossil fuel projects reached record $9.6B in FY12, almost double '11, 5x '08.

Happy trails, pards.

TUESDAY OPEN

(stock #s in %)

Market up 129/23/15. Volume normal. Oil: WTI $95, Brent over $101. NG $3.70. US durable goods orders up 3.6%, more than forecast. US consumer confidence up more than forecast. US new home sales up more than forecast.

WTWO up 50. BFRE up 17. EVSI up 16. OPTT up 15, launch off bottom (50-day) lines. XDSL up 15. GERS up 11. AONEQ, AMPD up 10. ECTY, CERE up 3, CERE at bottom (50) lines. XSNX up 2. LEDS, PSON, EWRL up 1.

ENSL down 43. BLDW down 18. CBEH down 16. PALAF down 13. CERP down 6 on update. RVLT down 6. USEI down 2.

MONDAY CLOSE

(stock #s in %)

Market down 139/36/19. Volume a little heavy. Oil: WTI $95, Brent over $101. NG $3.75.

AEHI up 100. SATCQ up 62. ENSL up 33. BSRC up 27. LEOM up 23. LMRMF up 22. KIOR up 14, back to bottom (50-day) lines. BWEN up 12, back over top (50s) lines. ASYS up 10, new high, double from late April. PALAF up 10. RVLT up 8, jump off top (50s) lines. HIIT up 7, this 10x not quitting yet. CERP up 2. PSON up 1.

BHWX down 37. EWRL down 30. CSKH down 23. CABN down 22. XDSL down 18. CERE down 17, back to bottom (50s) lines. ECOS down 16. LSCG down 14. CBAK down 13. SZYM, AMEL down 12. BFRE, USEI, HYGS down 11. BBLU, BYDDF, DSTI, LYSDY, OOIL, PRHL down 10. LEDS down 8. ECTY down 7. WSGP down 4. ZAAP down 3. NENE down 2. XSNX down 1.

STUFF

Nissan to have batt replacement program for Leaf.

Trans Canada says Keystone XL won't need expensive, high-tech leak detection systems. They will rely on software, flyovers, surveys. Would only pick up spills of over 12Kb/d. External leak detection could cost over $700K. EPA has recommended external leak detection.

Hanford needs massive wastewater plant to treat millions of gallons of radioactive waste leaking from 177 underground tanks. Latest tally for cleanup $115B. On top of $36B already.

16-year-old developed chem-free algae-to-fuel process ~20% more efficient than current chem-heavy processes. She took 1st place at Intel Science Fair.

GE to supply 105Mw from 62 1.7Mw wind turbines for Consumers Energy project in Mich. Online late '14.

First Energy's OH utilities to reduce customer costs $106M with securitization transaction.

US Supreme Court to hear cross-state air pollution case involving power plant emissions. Lower court ruled against.

Study: 20th Century air pollution may have reduced Atlantic hurricanes.

US pledged $35M to help poor nations prepare for extreme weather.

Costa Rica backed away from China oil refinery deal.

Frito-Lay unveiled 1st CNG fueling station for 208 of their 18-wheelers by yearend. 20% of fleet. They already have 280 short-haul el-powered box trucks. Also building 8 public CNG stations.

China, Vietnam lowering tensions over offshore oil/gas exploration differences.

China moving solar production to other countries to avoid EU tariffs. 11.8% tariffs set to jump 37-68% early Aug.

Moving oil by rail from ND to WA costs ~$10/bl. $3-4/bl more to move it by ship to Cal.

US has 1,142 coal-fired, 3,967 NG-fired power plants to be subject to new limitations on emissions to be announced this week. Coal plants cut emissions 13% '05-'13. But up 7.1% in Q1 from switch back to coal by utilities because of higher NG prices.

Saudi Arabia surpassing Germany in oil consumption with less than 1/3 Germany's population.

Key Nigeria oil pipeline operated by Shell subsid caught fire after spill. JV led by Shell to invest $1.5B on new pipeline to reduce oil theft.

Statoil made big discovery of light crude off Newfoundland.

China National Petrol started building country's 1st shale gas pipeline in Sichuan.

Indonesia to hike gasoline prices 44%, diesel 22%.

Shutdown of 20 reactors globally since Fukushima, most in 3-yr span since Chernobyl, saddles industry with up to $26B in costs.

Exxon seeking permission to export 30M metric tons/yr LNG from Brit Columbia.

Australia Climate Commission calling for 80% of global fossil fuel reserves left to stay in ground to avoid climate change. (All who think that will happen raise your hand.) Global emissions rising ~3%/yr.

US fed fuel excise tax not changed in 20 yrs. 18.4 cents/gal. Value has fallen 40% from inflation. (Have state fuel taxes gone up?)

BP scaling back EU biofuels efforts amidst policy uncertainty.

Novamont (Italy) unveiled 1st product made from 4th gen family of biodegradable, compostable bioplastics.

Uganda says it could start producing commercial oil by '16. Now imports all its fuel. Oil discovered there in '06.

Oregon State U study: in some cases, cumulative damage from many small dams on habitat, biodiversity far more damaging than large-scale dams.

Indonesia, Chile to build 10-100Mw thorium nuke plants made by Thorium Power Canada.

El Paso El christened $95M, 90Mw NG generation unit at its oldest power plant. Can reach full power cap in 10 minutes.

Australia's biggest concentrating solar PV project completed. 1.5Mw. Part of plans to develop 1 of world's largest at site - 100Mw.

US Supreme Court left intact EPA rules allowing higher concentrations - 15% - of corn-based ethanol in gasoline. Let stand appeals court ruling saying trade groups representing grocery, oil, auto industries lacked legal standing. Hadn't shown their members would be injured.

India plans to revive tax breaks for wind farms, raise subsidy.

KDDI to build 3 solar plants in Japan, 8.8Mw total.

Nereus Capital Mgmt raised $140M with $40M credit guarantee from US Agency for Intl Development for India clean energy fund.

K Road Power canceled plans to build 294Mw solar plant in Cal. "Changed market conditions."

Pension funds prepare to boost investment in clean energy.

Enel Green Power secured $100M loan for Mexico project.

SAISC secured $8M loan for 35Mw Ecuador biomass power plant expansion.

DOE opened up performance data on 60K buildings.

XSNX reported 16.4% CIG solar performance.

New Duke study bolsters finding of groundwater contamination from drilling in Marcellus.

Propane group donated lawn mowers to National Mall.