N(stock #s in %)
Market up 21/21/3. Volume heavy. Naz, S&P new highs. Oil: WTI down under $93, Brent down under $101. NG $4.35. Shiller: US home prices to remain relatively stagnant next 10 yrs.
WWPW still up 293 on 2K shares. Fuggidabboudit. CSKH up 70. Ditto. BOPO up 42, still at bottom. PTOS up 18, looks like climbout, back to recent tops. LEOM up 17. LSCG up 15. FCSMF up 13, day 2 of surge carried over bottom 50-day line. ENSL up 13. AXPW up 12, jump back from yesterday's double bottom with Nov. NGLPF up 12. ZAAP up 11. CABN up 10. HOKU up 10. NENE up 9. XSNX, PSON up 1.
AEHI down 89. IFXY down 24. SENY down 18. ASIUF down 16. CGYV down 15. CERP down 13, back to bottom of bottoming range. Buyville. TMEN, ECAU down 12. RVLT, MKTY down 11. CRCL, SRWRF down 10. LEDS down 9. NTCXF down 8. AMTX down 6.
Tuesday, April 30, 2013
STUFF
~1/2 of Oslo, most of its schools heated, powered by burning garbage. Now they have to import Europe garbage. Thinking about importing US garbage - shipping that cheap. Garbage for heat/power has exploded across N Europe in recent decades. Demand for trash far outstrips supply. 150M tons/yr generated in region, incinerators can handle over 700M tons. Sweden, Austria, Germany building more plants. Oslo households separate garbage. Foodwaste, plastics, glass, etc. in separately colored bags. Bags handed out free by stores. (Why can't US do that? Fossil fuel industry, chem industry, etc. O yea, and citizen apathy. I remember Cincinnati had an incinerator. But it was shut down in what, early '60's? Of course, then nothing was separated in trash so toxic chemicals were released in the inclusive trash burn. Also, Europe doesn't have the expanse of land that US does. So US just piled hills of trash up somewhere, though now getting methane out of it in places.)
Report: vast majority in US support fuel economy standards. (No surprise, right? Who doesn't like spending less on gas?)
Britain Committee on Climate Change found carbon footprint of domestic fracking for NG less than importing it. Their homegrown CO2 emissions down 19% lately, but more than offset by supply chain of imports, including LNG.
Top 3 US banks got poor marks by enviros on coal. "Extreme investment" in mines, power plants.
Navajo Nation formed comp to op NM coal mine.
FERC Chairman says growing rooftop solar will provide protection against lengthy blackouts. But trend also cuts into revenues utilities count on to maintain transmission. System vulnerability witnessed April 16 after gunman damaged PG&E transformer, triggering power shortages in Silicon Valley.
Mid American Solar, Sunpower (SPWR) began construction on 579Mw AC co-located solar projects in Cal. MidAm bought projects early this year for over $2B. SPWR panels, trackers, ops and maintenance. S Cal Ed PPAs. All online by '16.
Solar World (Germany) (SRWRF) losses widening, proposing debt-to-equity swap for ~60% of liabilities. Present shareholders to end up with about nothing.
New WY lithium deposit could meet all US demand. US now imports over 80% of lithium it uses. U of WY researchers found it while studying CO2 storage underground in Swest WY. Found in brine. Could be up to 18M tons, worth ~$500B at current prices. Largest US producer has 118K tons of deposits in NV. 18M tons equiv to ~720 yrs of current global lithium production.
Turkey to announce by weekend which country, comps selected to build $22B nuke power plant, Turkey's 2nd nuke plant. China, Japan frontrunners.
Russia to try to loosen China's grip on global rare earths industry. ICT Group, Rostec $1B deal to develop deposit in far east Russia. 154M tons of ore with terbium, neobium oxide, yttrium, scandium.
EPA now says much less methane leaks during NG exploration than thought before. Tighter controls have resulted in 20% reduction in meth releases from '90 to '10. (Pay off? Or bonifide science? I tend bonafide. Producers care. It's product. Money.)
China Hydroelectric closed sale of 30Mw hydro project for $44.3M.
Laos plans to have clean/renewable energy provide 30% of their total elgen by '25. Already growing jatropha for biodiesel. Developing sugarcane ethanol. To gen 1Mw of solar power at 30K remote offgrid households, a World Bank project started in '01 finishing up next year. 84% of population has el. Clean/ren plan to get est. $1.8B of private sector investment. 1st phase 10% of total elgen by '16.
PX Group (UK) got 5-yr contract to op $108M, 18Mw plant in London to use waste fat, oil from capitol's drains to gen el. Part of output to run sewage works, desalination plant. Rest to grid. Online '15. ~40K blockages/yr from fat/oil poured down London drains.
Uruguay issued decree to develop 200Mw of solar power. National power comp to offer PPAs for projects 30-50Mw.
Finavera (FNVRF) (Canada) selling 2 Brit Columbia wind projects under development to Pattern for $27.6M. Total 300Mw.
Greenbriar (Canada) JV with Alterra Power (Canada) to develop 100Mw of solar power in Puerto Rico.
Polythene (UK) has new "Polyair" material for packaging. 100% recyclable, removes CO2 from atmos. Made from sugarcane, uses photosynth to capture CO2, release O. They say every ton product made, 2.5 tons CO2 removed from air.
EPA has turned national pollution monitoring network that provided data to researchers for 22 yrs into regulatory tool. States scrambling to figure out implications.
USGS doubled est. of Bakken-area resources to 7.4B bls. (1st I've seen on that. Kind of big, yea?)
Report: fed agencies don't encourage innovation. Break. EU to impose 2-yr ban on bee-killing chems. Break. BP $4.2B Q1 profit beat forecast, 11% off last year.
Report: vast majority in US support fuel economy standards. (No surprise, right? Who doesn't like spending less on gas?)
Britain Committee on Climate Change found carbon footprint of domestic fracking for NG less than importing it. Their homegrown CO2 emissions down 19% lately, but more than offset by supply chain of imports, including LNG.
Top 3 US banks got poor marks by enviros on coal. "Extreme investment" in mines, power plants.
Navajo Nation formed comp to op NM coal mine.
FERC Chairman says growing rooftop solar will provide protection against lengthy blackouts. But trend also cuts into revenues utilities count on to maintain transmission. System vulnerability witnessed April 16 after gunman damaged PG&E transformer, triggering power shortages in Silicon Valley.
Mid American Solar, Sunpower (SPWR) began construction on 579Mw AC co-located solar projects in Cal. MidAm bought projects early this year for over $2B. SPWR panels, trackers, ops and maintenance. S Cal Ed PPAs. All online by '16.
Solar World (Germany) (SRWRF) losses widening, proposing debt-to-equity swap for ~60% of liabilities. Present shareholders to end up with about nothing.
New WY lithium deposit could meet all US demand. US now imports over 80% of lithium it uses. U of WY researchers found it while studying CO2 storage underground in Swest WY. Found in brine. Could be up to 18M tons, worth ~$500B at current prices. Largest US producer has 118K tons of deposits in NV. 18M tons equiv to ~720 yrs of current global lithium production.
Turkey to announce by weekend which country, comps selected to build $22B nuke power plant, Turkey's 2nd nuke plant. China, Japan frontrunners.
Russia to try to loosen China's grip on global rare earths industry. ICT Group, Rostec $1B deal to develop deposit in far east Russia. 154M tons of ore with terbium, neobium oxide, yttrium, scandium.
EPA now says much less methane leaks during NG exploration than thought before. Tighter controls have resulted in 20% reduction in meth releases from '90 to '10. (Pay off? Or bonifide science? I tend bonafide. Producers care. It's product. Money.)
China Hydroelectric closed sale of 30Mw hydro project for $44.3M.
Laos plans to have clean/renewable energy provide 30% of their total elgen by '25. Already growing jatropha for biodiesel. Developing sugarcane ethanol. To gen 1Mw of solar power at 30K remote offgrid households, a World Bank project started in '01 finishing up next year. 84% of population has el. Clean/ren plan to get est. $1.8B of private sector investment. 1st phase 10% of total elgen by '16.
PX Group (UK) got 5-yr contract to op $108M, 18Mw plant in London to use waste fat, oil from capitol's drains to gen el. Part of output to run sewage works, desalination plant. Rest to grid. Online '15. ~40K blockages/yr from fat/oil poured down London drains.
Uruguay issued decree to develop 200Mw of solar power. National power comp to offer PPAs for projects 30-50Mw.
Finavera (FNVRF) (Canada) selling 2 Brit Columbia wind projects under development to Pattern for $27.6M. Total 300Mw.
Greenbriar (Canada) JV with Alterra Power (Canada) to develop 100Mw of solar power in Puerto Rico.
Polythene (UK) has new "Polyair" material for packaging. 100% recyclable, removes CO2 from atmos. Made from sugarcane, uses photosynth to capture CO2, release O. They say every ton product made, 2.5 tons CO2 removed from air.
EPA has turned national pollution monitoring network that provided data to researchers for 22 yrs into regulatory tool. States scrambling to figure out implications.
USGS doubled est. of Bakken-area resources to 7.4B bls. (1st I've seen on that. Kind of big, yea?)
Report: fed agencies don't encourage innovation. Break. EU to impose 2-yr ban on bee-killing chems. Break. BP $4.2B Q1 profit beat forecast, 11% off last year.
TUESDAY OPEN
(stock #s in %)
Market mixed, Dow down, Naz up. Volume a little heavy. Oil: WTI down under $94, Brent down under $103. Home prices 20 US cities up most since May '06. Feds to pay down a little debt this Q, 1st time in 6 yrs.
WWPW up 293 on 2K shares, back through all lines from bottom. HOKU up 25, still flatline bottom. ZAAP up 15, staying above top lines. LSCG up 14, up to 50-day (bottom) lines. Finally, the LED craze getting to them. Might buy, especially if convincingly cross over 50s. BOPO up 14, still at bottom. FNVRF up 12, still bottom. NENE up 10 on news, rebound back near tops. CCTC up 10, back to bottom (200-day) line, possibly double bottom. SPIR up 10 on 1K shares, off bottom 200 to bottom 50. XSNX up 7, back up to bottom (50s) lines. FSLR up 2, another new high.
ENSL down 23. CGYV down 15. TMEN down 12. AEIS down 12 after reporting, fall off from top line (50). SRWRF down 10. NTCXF down 7, backed off bottom (50) line. RVLT down 3, made a slight new high, came back. ECTY down 3, another whose ride up may be over for now. LEDS down 3, another new high, but come back. CERP down 1.
Market mixed, Dow down, Naz up. Volume a little heavy. Oil: WTI down under $94, Brent down under $103. Home prices 20 US cities up most since May '06. Feds to pay down a little debt this Q, 1st time in 6 yrs.
WWPW up 293 on 2K shares, back through all lines from bottom. HOKU up 25, still flatline bottom. ZAAP up 15, staying above top lines. LSCG up 14, up to 50-day (bottom) lines. Finally, the LED craze getting to them. Might buy, especially if convincingly cross over 50s. BOPO up 14, still at bottom. FNVRF up 12, still bottom. NENE up 10 on news, rebound back near tops. CCTC up 10, back to bottom (200-day) line, possibly double bottom. SPIR up 10 on 1K shares, off bottom 200 to bottom 50. XSNX up 7, back up to bottom (50s) lines. FSLR up 2, another new high.
ENSL down 23. CGYV down 15. TMEN down 12. AEIS down 12 after reporting, fall off from top line (50). SRWRF down 10. NTCXF down 7, backed off bottom (50) line. RVLT down 3, made a slight new high, came back. ECTY down 3, another whose ride up may be over for now. LEDS down 3, another new high, but come back. CERP down 1.
Monday, April 29, 2013
MONDAY CLOSE
(stock #s in %)
Market up 106/27/11. Naz new high. Volume a little light. Oil: WTI up over $94, Brent up over $103. Smallest spread in a while. Billionaires fleeing offshore tax havens as trillions pursued.
WTWO up 50. CABN up 47. SENY up 40, day 5 uber double, growing volume, today over top lines (200-days). CRCL up 30 off bottom. RNWEF up 29, jump off 50s (bottom lines). But 4K shares. LEDS up 27, day 3 of surge from 50-days to over 200s and double. 3-day more than double. CREG up 21, big jump over all lines, big volume jump. Seen no news. ASIUF up 20. ABAT up 19, jump over 50s (bottom lines). EFOI up 18, jump over 50s (bottom lines) to over bottom 200 on volume jump. No news seen. BFRE up 16. CPWY up 16. GWBU up 15. BWEN up 13 on order news. NGPHF up 13, 2-day rise to 3 bottom lines. Graphite. RVLT up 12 more, another new high, up 40x ? since Sept. AMPD up 11, new high, up over all lines, almost double since early this month. NTCXF up 10. MKTY up 10. ECTY up 7. PSON up 1.
WWPW down 74, back to couple days ago. BOPO down 39, back to new bottom. CSKH down 37. BLDW down 28. MMMW down 21. USEI down 21. ENSL down 17. AEHI down 16. AXPW down 13, rebottom with Nov. PRHL, FNVRF, LEOM down 11. ZAAP down 10, back to lines. NENE down 6. CERP down 2.
Market up 106/27/11. Naz new high. Volume a little light. Oil: WTI up over $94, Brent up over $103. Smallest spread in a while. Billionaires fleeing offshore tax havens as trillions pursued.
WTWO up 50. CABN up 47. SENY up 40, day 5 uber double, growing volume, today over top lines (200-days). CRCL up 30 off bottom. RNWEF up 29, jump off 50s (bottom lines). But 4K shares. LEDS up 27, day 3 of surge from 50-days to over 200s and double. 3-day more than double. CREG up 21, big jump over all lines, big volume jump. Seen no news. ASIUF up 20. ABAT up 19, jump over 50s (bottom lines). EFOI up 18, jump over 50s (bottom lines) to over bottom 200 on volume jump. No news seen. BFRE up 16. CPWY up 16. GWBU up 15. BWEN up 13 on order news. NGPHF up 13, 2-day rise to 3 bottom lines. Graphite. RVLT up 12 more, another new high, up 40x ? since Sept. AMPD up 11, new high, up over all lines, almost double since early this month. NTCXF up 10. MKTY up 10. ECTY up 7. PSON up 1.
WWPW down 74, back to couple days ago. BOPO down 39, back to new bottom. CSKH down 37. BLDW down 28. MMMW down 21. USEI down 21. ENSL down 17. AEHI down 16. AXPW down 13, rebottom with Nov. PRHL, FNVRF, LEOM down 11. ZAAP down 10, back to lines. NENE down 6. CERP down 2.
STUFF
EC began investigation into Chinese illegal subsidies for solar glass makers. $260M mart in Europe. EC also investigating dumping by Chinese solars, subsidies. That's a $27B/yr mart in Europe.
Ocean waters offshore US N East spiked to record highs in '12: report. (Hence, Sandy.)
GHG contribution of industrialized countries fell .7% in '11.
Ireland says likely to miss '20 GHG target.
OSHA conducting safety sweeps at Bakken well sites.
Pilot study: some residents near Marcellus Shale drilling attribute health probs to fracking.
Conflicts of interest charges over NY fracking study.
GA Power to buy 250Mw of wind power from EDP Renewables OK wind farms beginning Jan, '16.
Enterprise Car Rental giving $2M to U of MO for research on biofuels, biomass, energy efficiency. U MO to create endowment to support their sustainable energy initiative.
UPM (Finland) building 120M liter/yr biodiesel refinery. '14 completion. Offering fuel for vehicle fleet tests next month.
EIA: US produced 1.047B gal ethanol in Jan v. 1.221B in Jan '12. Jan '13 had net ethanol export balance. Consumption up 30M gal Jan '13 v. Jan '12.
Global biofuels industry investment dropped 47% in '12 from '11 to $2.6B. US led with $1.5B.
StreetKleen (UK) to use 700K tons/yr of dog poop to produce methane, CO2 to power turbine for el.
Sofia Bulgaria building waste-based biofuels plant. Greek comps to build. To reduce use of NG for heating in city by at least 10%.
Production begun at new oil field in Saudi Arabia. Up to 500Kb/d by July to go to new refinery under construction, collab with Total. 900Kb/d next year. Production from major Saud oil fields continues to decline.
S Africa to use large-scale underground coal gasification. Hope to have necessary NG infra in place by yearend. NG will contribute 15% of country's total elgen mix.
Ukraine to complete their 1st nuke power plant in '15. To use 400 tons uranium/yr. Project cost $462.5M, including $137M for Russian fuel fabrication tech. State comp building jointly with Russian fuel comp.
Obama vowed to fight to adequately invest in R&D, ensure US continues to follow evidence-based scientific review process. "We have to make sure (science) not subject to politics." (I would hope we all can agree on that. O, but, Obama is saying it. It must be evil.)
New BLM rule gives priority to clean/renewable energy projects over mining claims.
NYC suing BP over lost pension funds.
Montana ranchers taking stand against coal.
Out of calculated 4,150Gw of offshore US wind energy potential, DOE's initiative aims to achieve 54Gw by '30, ~4% of total elgen capacity. 28 coastal states use over 79% of nation's el, typically at more expensive rates.
Mayor Bloomberg signed legislation to study geothermal feasibility.
Ethiopia to get Chinese (Ex-Im Bank) funds for $1b transmission line to bring new hydropower to capital. 385-mile line, 2 500Kv cables. 6Gw, $5B dam on Blue Nile to be built next 5 yrs by China El Power Equip, Tech. Ethiopia has 2nd highest hydro potential in Africa after Congo.
Kenyan Island in Lake Victoria to fight malaria using over 4K solar panels to power insecticide-free mosquito traps.
India's Petronet LNG prelim agreement with United LNG for long-term LNG supply from offshore hub in Gulf of Mex. $14B project. 6 floating LNG process ships off LA coast. Start up in '17.
Rosneft, Marubeni MOU on LNG project in Russia east coast. Now, Gazprom operates Russia's only LNG plant on Sakhalin Island.
Keystone XL pipe a $5.3B project.
Kinder Morgan expects to spend ~$5.5B to increase capacity of existing 750Kb/d Trans Mountain pipe to BC coast by ~20%. Also plan to twin up the 715-mile pipe.
EIA: China oil production expected to reach 4.5Mb/d this year, 4.7M by '35. (Darts, anyone?)
Indian navy recently test fired sub-launched cruise missile. China planning 2nd aircraft carrier.
India's crude imports from Iran down 26% in last financial year.
Ghana expects oil production to more than double to 250Kb/d by '21. Cost $20B.
Venezuela el supplies put on emergency basis after repeated blackouts in Caracas.
Exxon began production at Alberta oil sands project. Projected to produce 4.6B bls next 40 yrs. $13B project.
Tesoro planning complex in Washington state to unload 120Kb/d of crude from trains for ships to move Bakken oil to west coast refineries. Shipping costs $13/bl.
EU clean/renewable elgen in '11 increased to 13% of total. Within 7% of '20 target. Up from 12.1% in '10.
Ocean waters offshore US N East spiked to record highs in '12: report. (Hence, Sandy.)
GHG contribution of industrialized countries fell .7% in '11.
Ireland says likely to miss '20 GHG target.
OSHA conducting safety sweeps at Bakken well sites.
Pilot study: some residents near Marcellus Shale drilling attribute health probs to fracking.
Conflicts of interest charges over NY fracking study.
GA Power to buy 250Mw of wind power from EDP Renewables OK wind farms beginning Jan, '16.
Enterprise Car Rental giving $2M to U of MO for research on biofuels, biomass, energy efficiency. U MO to create endowment to support their sustainable energy initiative.
UPM (Finland) building 120M liter/yr biodiesel refinery. '14 completion. Offering fuel for vehicle fleet tests next month.
EIA: US produced 1.047B gal ethanol in Jan v. 1.221B in Jan '12. Jan '13 had net ethanol export balance. Consumption up 30M gal Jan '13 v. Jan '12.
Global biofuels industry investment dropped 47% in '12 from '11 to $2.6B. US led with $1.5B.
StreetKleen (UK) to use 700K tons/yr of dog poop to produce methane, CO2 to power turbine for el.
Sofia Bulgaria building waste-based biofuels plant. Greek comps to build. To reduce use of NG for heating in city by at least 10%.
Production begun at new oil field in Saudi Arabia. Up to 500Kb/d by July to go to new refinery under construction, collab with Total. 900Kb/d next year. Production from major Saud oil fields continues to decline.
S Africa to use large-scale underground coal gasification. Hope to have necessary NG infra in place by yearend. NG will contribute 15% of country's total elgen mix.
Ukraine to complete their 1st nuke power plant in '15. To use 400 tons uranium/yr. Project cost $462.5M, including $137M for Russian fuel fabrication tech. State comp building jointly with Russian fuel comp.
Obama vowed to fight to adequately invest in R&D, ensure US continues to follow evidence-based scientific review process. "We have to make sure (science) not subject to politics." (I would hope we all can agree on that. O, but, Obama is saying it. It must be evil.)
New BLM rule gives priority to clean/renewable energy projects over mining claims.
NYC suing BP over lost pension funds.
Montana ranchers taking stand against coal.
Out of calculated 4,150Gw of offshore US wind energy potential, DOE's initiative aims to achieve 54Gw by '30, ~4% of total elgen capacity. 28 coastal states use over 79% of nation's el, typically at more expensive rates.
Mayor Bloomberg signed legislation to study geothermal feasibility.
Ethiopia to get Chinese (Ex-Im Bank) funds for $1b transmission line to bring new hydropower to capital. 385-mile line, 2 500Kv cables. 6Gw, $5B dam on Blue Nile to be built next 5 yrs by China El Power Equip, Tech. Ethiopia has 2nd highest hydro potential in Africa after Congo.
Kenyan Island in Lake Victoria to fight malaria using over 4K solar panels to power insecticide-free mosquito traps.
India's Petronet LNG prelim agreement with United LNG for long-term LNG supply from offshore hub in Gulf of Mex. $14B project. 6 floating LNG process ships off LA coast. Start up in '17.
Rosneft, Marubeni MOU on LNG project in Russia east coast. Now, Gazprom operates Russia's only LNG plant on Sakhalin Island.
Keystone XL pipe a $5.3B project.
Kinder Morgan expects to spend ~$5.5B to increase capacity of existing 750Kb/d Trans Mountain pipe to BC coast by ~20%. Also plan to twin up the 715-mile pipe.
EIA: China oil production expected to reach 4.5Mb/d this year, 4.7M by '35. (Darts, anyone?)
Indian navy recently test fired sub-launched cruise missile. China planning 2nd aircraft carrier.
India's crude imports from Iran down 26% in last financial year.
Ghana expects oil production to more than double to 250Kb/d by '21. Cost $20B.
Venezuela el supplies put on emergency basis after repeated blackouts in Caracas.
Exxon began production at Alberta oil sands project. Projected to produce 4.6B bls next 40 yrs. $13B project.
Tesoro planning complex in Washington state to unload 120Kb/d of crude from trains for ships to move Bakken oil to west coast refineries. Shipping costs $13/bl.
EU clean/renewable elgen in '11 increased to 13% of total. Within 7% of '20 target. Up from 12.1% in '10.
MONDAY OPEN
(stock #s in %)
Market up 68/26/8. Volume normal. New Naz high. Oil: WTI over $93, Brent over $103. NG up to $4.31.
WTWO up 50. CREG up 38, leap out of double bottom to over all lines on heavy volume for them. CRCL up 31 off bottom. RNWEF up 29, up off bottom (50day) lines. SENY up 22, over top (200-day) line, double since mid-month. BFRE up 20. FCSMF up 15, jump off bottom. MKTY up 12, right at highs. BWEN up 11 on $34M order, jump off top (50) lines. NTCXF up 10, back to bottom (50) line. ABAT up 10. GWBU up 10. LEDS up 7, day 2 climb over top (200) line, near double since mid-month, triple since Feb. ECTY up 7, day 3 at tops. RVLT up 6, another new high. SPWR up 5, another new high, triple since Nov. FSLR up 3, new high.
BOPO down 31, back to bottom. BLDW down 28. USEI down 26. HIIT down 12, back off Friday's new high. ENSL down 11. LEOM down 11, back down from 50 (bottom) lines on 130 shares. NENE down 9, day 2 of fall from top. ZAAP down 6, back to top lines. CERP down 5. PSON down 4, below bottom line (50).
Market up 68/26/8. Volume normal. New Naz high. Oil: WTI over $93, Brent over $103. NG up to $4.31.
WTWO up 50. CREG up 38, leap out of double bottom to over all lines on heavy volume for them. CRCL up 31 off bottom. RNWEF up 29, up off bottom (50day) lines. SENY up 22, over top (200-day) line, double since mid-month. BFRE up 20. FCSMF up 15, jump off bottom. MKTY up 12, right at highs. BWEN up 11 on $34M order, jump off top (50) lines. NTCXF up 10, back to bottom (50) line. ABAT up 10. GWBU up 10. LEDS up 7, day 2 climb over top (200) line, near double since mid-month, triple since Feb. ECTY up 7, day 3 at tops. RVLT up 6, another new high. SPWR up 5, another new high, triple since Nov. FSLR up 3, new high.
BOPO down 31, back to bottom. BLDW down 28. USEI down 26. HIIT down 12, back off Friday's new high. ENSL down 11. LEOM down 11, back down from 50 (bottom) lines on 130 shares. NENE down 9, day 2 of fall from top. ZAAP down 6, back to top lines. CERP down 5. PSON down 4, below bottom line (50).
Sunday, April 28, 2013
GRAPHENE REPORT
Graphene a 1-atom thick sheet of carbon in hexagonic crystal lattice. 200x stronger than steel. Tougher than diamond. World's thinnest material. Flexible, transparent, conducts heat and el very well. Stocks: AIXG, CVV, FCSMF, NGPHF, GTI, CHGI, PKX.
China controls 73% of world graphite supply. India 12%. Brazil 7%. Others 8%. China limiting exports with quotas, 20% export tariff, 17% value added tax. Ordered restrictions on any further graphite mines in 2 of its largest graphite producing regions.
Future Markets reports 4,000% increase in demand for graphene-based materials. Next year, world will demand more graphite than available. Price has more than doubled since '06 to $1,500/ton.
Northwestern U researchers developed highly-conductive graphene ink for ink jet printing. Made from graphene flakes. No residues left on graphene. Graphene ink with low number of flake-to-flake junctions for high conductivity. Ethanol solvent. Ethyl cellulose a stabilizing polymer. 15% graphene black powder dispersed into solvent creates the fluid ink.
Japan's National Inst for Materials Science, Germany's Max Planck Inst found simple, efficient way to make 2D thiophene sheets. Thiophene suggested for OLED panels, OPUs, FETs. Using alternating copolymer made from thiophene derivative, flexible ethylene glycol chains. Fold it in organic solvents. Material self-assembles in 2D sheets.
UK's Engineering, Physical Sciences Research Council awarded U of Nottingham 1.3M Pounds to buy molecular beam epitaxy system. Will enable growth of high quality, large area layers of graphene, boron nitride for electronic, optoelectronic aps.
Brookhaven developed new catalyst from graphene, molybdenum, soybeans. Can replace platinum in H production processes. Best non-noble metal catalyst ever. Better than one made from bulk platinum. Soybeans ground into powder, mixed with ammonium molybdate. High-temp carburization makes moly react with C, N in soy to produce molycarbides, nitrides. Material then anchored on graphene sheets for batts, capacitors, fuel cells, electrolyzers.
American Graphite Technologies to research using graphene-based materials for 3D printing. Collab with Ukraine's Kharkiv Inst of Physics, Tech. AGT has 100% ownership of 100 mineral claims in Quebec.
U of IL researchers discovered InGaAs nanowires grown on graphene self-assemble into unexpected structure. The InAs acts as cone with InGaAs shell around it. Could be useful for electronics. Graphene tried because silicon expensive, thick, brittle. Graphene flexible. Easy to make the nanowires.
U of Exeter researchers developed new flexible, transparent, ultra-lightweight photodetector made with graphene and "graph Exeter". Just few atoms thick, can be woven into textiles to make PV fabrics. Efficiency similar to opaque devices based on graphene and metals. (Nokia working on graphene-based photodetectors.) No metals. Can detect light across entire visible light spectrum.
IBM researchers studying how plasmons lose energy in graphene - very slowly. Good for photonics, quantum optics. Using graphene nanoribbons, dots, nanodisk arrays grown in all sorts of substrates - silicon wafers, diamond-like C, SiO2 to name a few. New technique based on Fourier transform IR spectrometer to measure exact plasmon damping mechanisms, rates. Graphene plasmons appear to interract strongly with vibrations of SiO2 substrate surface atoms on which graphene deposited. Leads to energy-dependent hybrid plasmon-phonon modes that disperse, decay very differently v. modes where graphene deposited on non-planar diamond-like substrates.
Graphene Stakeholders Assoc formed to promote responsible graphene development, commercialization. 501(c)6 HQ'd in Buffalo.
Canada's Queen U researchers discovered way to make graphene-based materials with simple, cheap method. Replaces some C atoms with boron, N. Enables use of light exposure on compounds to grow graphene-like honeycomb lattice. Patent filed.
Indian Inst of Tech researchers show layers of graphene deposited on silicon have excellent anti-reflective properties. Demonstrated CVD-deposited graphene much better at UV anti-reflective layer v. commonly used Si3N4 layer in current solar cells.
Graphene Devices using process for graphene developed at U of Buffalo. Funded by Excell Partners. Awarded over $600K by US, state authorites.
Graphene Labs to test new graphite samples from Lomiko Metals (LMRMF) (Canada), develop new ways to make graphene.
Graphoid, U of Waterloo to jointly develop graphene-based materials for fuel cells, supercapacitors. New material can make electrodes, nanocatalyst support, electrolyte membranes, bipolar plates, transparent electrodes, other aps. Graphoid 40% owned by Focus Metals.
China controls 73% of world graphite supply. India 12%. Brazil 7%. Others 8%. China limiting exports with quotas, 20% export tariff, 17% value added tax. Ordered restrictions on any further graphite mines in 2 of its largest graphite producing regions.
Future Markets reports 4,000% increase in demand for graphene-based materials. Next year, world will demand more graphite than available. Price has more than doubled since '06 to $1,500/ton.
Northwestern U researchers developed highly-conductive graphene ink for ink jet printing. Made from graphene flakes. No residues left on graphene. Graphene ink with low number of flake-to-flake junctions for high conductivity. Ethanol solvent. Ethyl cellulose a stabilizing polymer. 15% graphene black powder dispersed into solvent creates the fluid ink.
Japan's National Inst for Materials Science, Germany's Max Planck Inst found simple, efficient way to make 2D thiophene sheets. Thiophene suggested for OLED panels, OPUs, FETs. Using alternating copolymer made from thiophene derivative, flexible ethylene glycol chains. Fold it in organic solvents. Material self-assembles in 2D sheets.
UK's Engineering, Physical Sciences Research Council awarded U of Nottingham 1.3M Pounds to buy molecular beam epitaxy system. Will enable growth of high quality, large area layers of graphene, boron nitride for electronic, optoelectronic aps.
Brookhaven developed new catalyst from graphene, molybdenum, soybeans. Can replace platinum in H production processes. Best non-noble metal catalyst ever. Better than one made from bulk platinum. Soybeans ground into powder, mixed with ammonium molybdate. High-temp carburization makes moly react with C, N in soy to produce molycarbides, nitrides. Material then anchored on graphene sheets for batts, capacitors, fuel cells, electrolyzers.
American Graphite Technologies to research using graphene-based materials for 3D printing. Collab with Ukraine's Kharkiv Inst of Physics, Tech. AGT has 100% ownership of 100 mineral claims in Quebec.
U of IL researchers discovered InGaAs nanowires grown on graphene self-assemble into unexpected structure. The InAs acts as cone with InGaAs shell around it. Could be useful for electronics. Graphene tried because silicon expensive, thick, brittle. Graphene flexible. Easy to make the nanowires.
U of Exeter researchers developed new flexible, transparent, ultra-lightweight photodetector made with graphene and "graph Exeter". Just few atoms thick, can be woven into textiles to make PV fabrics. Efficiency similar to opaque devices based on graphene and metals. (Nokia working on graphene-based photodetectors.) No metals. Can detect light across entire visible light spectrum.
IBM researchers studying how plasmons lose energy in graphene - very slowly. Good for photonics, quantum optics. Using graphene nanoribbons, dots, nanodisk arrays grown in all sorts of substrates - silicon wafers, diamond-like C, SiO2 to name a few. New technique based on Fourier transform IR spectrometer to measure exact plasmon damping mechanisms, rates. Graphene plasmons appear to interract strongly with vibrations of SiO2 substrate surface atoms on which graphene deposited. Leads to energy-dependent hybrid plasmon-phonon modes that disperse, decay very differently v. modes where graphene deposited on non-planar diamond-like substrates.
Graphene Stakeholders Assoc formed to promote responsible graphene development, commercialization. 501(c)6 HQ'd in Buffalo.
Canada's Queen U researchers discovered way to make graphene-based materials with simple, cheap method. Replaces some C atoms with boron, N. Enables use of light exposure on compounds to grow graphene-like honeycomb lattice. Patent filed.
Indian Inst of Tech researchers show layers of graphene deposited on silicon have excellent anti-reflective properties. Demonstrated CVD-deposited graphene much better at UV anti-reflective layer v. commonly used Si3N4 layer in current solar cells.
Graphene Devices using process for graphene developed at U of Buffalo. Funded by Excell Partners. Awarded over $600K by US, state authorites.
Graphene Labs to test new graphite samples from Lomiko Metals (LMRMF) (Canada), develop new ways to make graphene.
Graphoid, U of Waterloo to jointly develop graphene-based materials for fuel cells, supercapacitors. New material can make electrodes, nanocatalyst support, electrolyte membranes, bipolar plates, transparent electrodes, other aps. Graphoid 40% owned by Focus Metals.
Saturday, April 27, 2013
STUFF
TSLA hinting at 500-mile range in future. Started "idiot-proof" battery warranty. Topped Volt in sales.
China's 1st 2 shale NG wells expected to start production in June.
Duke Energy plans to more than double clean/renewable energy in its portfolio by '20.
SoloPower to permanently shut Portland factory in June, gut remaining work force. They rushed to market with expensive product only partly developed just as solar mart was tanking. They got $10M loan, $20M tax credit from Oregon. In line for $197M fed loan. They pioneered gleaming flexible CIGS thin film sheets that could be produced by the mile. Idea was to roll them out on big box roofs that couldn't support weight of PV systems. But 2x cost of conventional panels. Efficiency 9-10%. Below other thin film competitors. Comp also cut jobs at San Jose HQ.
Clean energy investment in Latin Am $9.7B in '12. Up 127% v. '11. $5.1B in Brazil. $2B in Mexico, up 595% v. '11. Chile $1B, up 313%. Peru $643M, up 176%. Uruguay $105M, up 285%. Increased activity by Inter-Am Development Bank and Euro players.
Toyota Mississippi powered up 50Kw solar array. 4th largest solar plant in state. Toyota's only large-scale array at their 17 N Am facilities.
Infogen Energy got 2 20-yr PPAs from S Cal Ed to supply 40Mw total solar power. Construction starts in '14.
Cedarville University (OH) dedicated 2.15Mw solar array built by Melink (Cincinnati). Supplies 10% of CU's el demand. Largest solar system directly connected to a university in OH.
Atlantic Wind & Solar (AWSL) got notice to proceed from Ontario Power Authority for 3 rooftop solar projects in Toronto. Total 600Kw. ~$3M cost. Power to be sold to OPA at $.63-71/Kwh.
China's 1st 2 shale NG wells expected to start production in June.
Duke Energy plans to more than double clean/renewable energy in its portfolio by '20.
SoloPower to permanently shut Portland factory in June, gut remaining work force. They rushed to market with expensive product only partly developed just as solar mart was tanking. They got $10M loan, $20M tax credit from Oregon. In line for $197M fed loan. They pioneered gleaming flexible CIGS thin film sheets that could be produced by the mile. Idea was to roll them out on big box roofs that couldn't support weight of PV systems. But 2x cost of conventional panels. Efficiency 9-10%. Below other thin film competitors. Comp also cut jobs at San Jose HQ.
Clean energy investment in Latin Am $9.7B in '12. Up 127% v. '11. $5.1B in Brazil. $2B in Mexico, up 595% v. '11. Chile $1B, up 313%. Peru $643M, up 176%. Uruguay $105M, up 285%. Increased activity by Inter-Am Development Bank and Euro players.
Toyota Mississippi powered up 50Kw solar array. 4th largest solar plant in state. Toyota's only large-scale array at their 17 N Am facilities.
Infogen Energy got 2 20-yr PPAs from S Cal Ed to supply 40Mw total solar power. Construction starts in '14.
Cedarville University (OH) dedicated 2.15Mw solar array built by Melink (Cincinnati). Supplies 10% of CU's el demand. Largest solar system directly connected to a university in OH.
Atlantic Wind & Solar (AWSL) got notice to proceed from Ontario Power Authority for 3 rooftop solar projects in Toronto. Total 600Kw. ~$3M cost. Power to be sold to OPA at $.63-71/Kwh.
Friday, April 26, 2013
FRIDAY CLOSE
(stock #s in %)
Market mixed. Dow up 11, Naz down 10, S&P down 2. Volume a little over normal, a little heavy for a Friday. Oil: WTI $93, Brent under $103. NG up to $4.22.
SLMU up 138 on 6K shares. Step off bottom. BOPO up 45 on 6K shs, jump off bottom. CSKH up 45. PSPW up 31 off bottom. USEI up 28 on 100 shares. Forget about that. LEDS up 20, jump over top (200-day) line. HIIT up 19, new high hit, close not new high close, up 10x since July. SENY up 18, day 3 of jump, hit top (200) line. OOIL up 15 off bottom. BLDW up 12, back to 50s. CSIQ up 12, new high. Should come back. Or ride it up for a couple days. DSTI up 12, 3-day responce. AMEL up 11. XDSL up 11. MMMW up 10. RVLT up 9, new high, OK I was a little early on calling top. XSNX up 3.
WTWO down 33. CPWY down 33. GERS down 28. CABN down 20. CRCL down 19. ASIUF down 18. XIDE down 16 more. BFRE down 13. MGLT down 11. AMTX down 10. EFOI down 10. ITRI down 10. PRHL down 10. NENE down 9. ECTY down 8. PSON down 5. TSLA, NTCXF down 1.
Market mixed. Dow up 11, Naz down 10, S&P down 2. Volume a little over normal, a little heavy for a Friday. Oil: WTI $93, Brent under $103. NG up to $4.22.
SLMU up 138 on 6K shares. Step off bottom. BOPO up 45 on 6K shs, jump off bottom. CSKH up 45. PSPW up 31 off bottom. USEI up 28 on 100 shares. Forget about that. LEDS up 20, jump over top (200-day) line. HIIT up 19, new high hit, close not new high close, up 10x since July. SENY up 18, day 3 of jump, hit top (200) line. OOIL up 15 off bottom. BLDW up 12, back to 50s. CSIQ up 12, new high. Should come back. Or ride it up for a couple days. DSTI up 12, 3-day responce. AMEL up 11. XDSL up 11. MMMW up 10. RVLT up 9, new high, OK I was a little early on calling top. XSNX up 3.
WTWO down 33. CPWY down 33. GERS down 28. CABN down 20. CRCL down 19. ASIUF down 18. XIDE down 16 more. BFRE down 13. MGLT down 11. AMTX down 10. EFOI down 10. ITRI down 10. PRHL down 10. NENE down 9. ECTY down 8. PSON down 5. TSLA, NTCXF down 1.
STUFF
U of Delaware professor developed system with 2-way chargers, circuitry add ons to make money when plug-in vehicles are plugged in. Balances grid supply/demand moment to moment. A car can make up to $5/day when plugged in. ~$400 extra cost of car. Stabilizes grid, frequency regulation.
New 5-story $6.58M apt complex in Hamburg Germany fully operational this week. Grows algae in outside walls to be harvested for biofuel production. Shades the bldg, abates street noise. Algae fed liquid nutrients, CO2 to spur growth. Pressurized air pumped in for growth, keep micro-organisms from settling on bottom, causing rot. Auto scrubbers keep glass clean. Panels double as solar thermal collectors for hot water or bldg's geothermal system.
DOA to help dairy industry curb GHG emissions 25% by '20.
9 US cities weigh divestment from fossil fuel comps.
Fracking tax breaks signed into law in Miss.
Enviros suing TVA over coal plant upgrades.
Report: diesel, hybrid registrations way up.
LDK Solar (China) to sell 2nd 15% stake to Fulai Investments (Chinese-owned) for $25.8M. LDK to issue 25M more shares.
Amonix new record conversion efficiency - 34.9% - for CPV (concentrated PV solar) module. Closer to competing with other solar techs. Peak reached 36.2%. 35% module efficiency ('17 target) would get cost down to $2.29/w.
Abu Dhabi plans to raise oil output from 2.8Mb/d now to 3.5 by '17.
Brazil to give R$970M credit for ethanol as offset to R$.12/liter ethanol tax. Plus up to R$4B for crop renewal loans for '13. Plus R$2B line of credit to stockpile ethanol.
10% of all gasoline sold in US contains ethanol. 13B gal/yr ethanol made, $25-30B revs. Energy content of ethanol 33% less than gasoline by volume. Using E10 reduces mileage 3.3%. Americans drive 3T miles/yr. If all used E10, cost to drivers $350B in lost mileage. So, losing ~$35B/y now. (That's bean countin', pards.)
Australia to prevent fracking near Great Barrier Reef.
China Eastern Airlines will begin operating commercial flights on 100% biofuel blend of palm oil, recycled cooking oil by Sinopec.
NY PSC approved 1Gw transmission line from Quebec to NYC. $2.2B cost. Clean power from hydropower plants. To increase NYC el supply 10%, allow less dependence on fossil fuel plants. 333 mile subterranean cable 4 years to build. Should reduce annual energy costs ~$650M. Still needs Presidential Permit and permit from Army Corps Engineers. Both expected by yearend.
Lithuania PM says current nuke plant project "too expensive". Need regional partners (Estonia, Latvia) to continue. Current est. cost EUR5B for 1.3Gw. Hitachi tech.
First Reserve Energy Infrastructure Fund, largest global private equity firm exclusively focused on energy, and Renovalia Energy added 2 wind farms in Mexico. 90Mw farm operating since June '12. 137.5Mw farm under construction, online early '14.
Mexico to need 45Gw new elgen capacity next 15 yrs. Mandating 35% clean/renewable by '24.
Enviro groups challenging MN Power's coal burning plan. Comp plans to spend $350M to add pollution control equipment to 1 of 4 coal burning units. Groups want it shut down, money spent on clean energy projects.
Turquoise Intl, UK investor/advisor to clean energy industry, seeks buyer for Oceanflow, UK developer of tidal power tech. Asking 1-2M Pounds. Costs 30-50M Pounds to build device, develop it to commercial utility-scale product.
Germany's 1st offshore wind farm generated more power than expected because of steady winds last year. Alpha Ventus. 12 turbines fed 267.8Gwh into grid @ 15.3% yield. 5Mw turbines from Arena and Suzlon unit REpower. 4,463 full load hours. Availability this year to decrease from last year's 96.5% for maintenance.
Real Goods Solar (RSOL) installed 1.1Mw solar array at Church Farm School in PA. $3.2M. $1.19M grant from PA. Smart Energy Capital PPA. 5 acres. 75% of school's el needs. Equiv of planting .5M trees or taking 52M miles of auto traffic off road over system's life.
UK smart grid rollout to deliver 6.7B Pounds in net benefits.
REpower to cut 750 jobs. Seeks EUR100M cost savings.
Clean Line Energy Partners bought 1.5Gw NM clean energy transmission project.
New 5-story $6.58M apt complex in Hamburg Germany fully operational this week. Grows algae in outside walls to be harvested for biofuel production. Shades the bldg, abates street noise. Algae fed liquid nutrients, CO2 to spur growth. Pressurized air pumped in for growth, keep micro-organisms from settling on bottom, causing rot. Auto scrubbers keep glass clean. Panels double as solar thermal collectors for hot water or bldg's geothermal system.
DOA to help dairy industry curb GHG emissions 25% by '20.
9 US cities weigh divestment from fossil fuel comps.
Fracking tax breaks signed into law in Miss.
Enviros suing TVA over coal plant upgrades.
Report: diesel, hybrid registrations way up.
LDK Solar (China) to sell 2nd 15% stake to Fulai Investments (Chinese-owned) for $25.8M. LDK to issue 25M more shares.
Amonix new record conversion efficiency - 34.9% - for CPV (concentrated PV solar) module. Closer to competing with other solar techs. Peak reached 36.2%. 35% module efficiency ('17 target) would get cost down to $2.29/w.
Abu Dhabi plans to raise oil output from 2.8Mb/d now to 3.5 by '17.
Brazil to give R$970M credit for ethanol as offset to R$.12/liter ethanol tax. Plus up to R$4B for crop renewal loans for '13. Plus R$2B line of credit to stockpile ethanol.
10% of all gasoline sold in US contains ethanol. 13B gal/yr ethanol made, $25-30B revs. Energy content of ethanol 33% less than gasoline by volume. Using E10 reduces mileage 3.3%. Americans drive 3T miles/yr. If all used E10, cost to drivers $350B in lost mileage. So, losing ~$35B/y now. (That's bean countin', pards.)
Australia to prevent fracking near Great Barrier Reef.
China Eastern Airlines will begin operating commercial flights on 100% biofuel blend of palm oil, recycled cooking oil by Sinopec.
NY PSC approved 1Gw transmission line from Quebec to NYC. $2.2B cost. Clean power from hydropower plants. To increase NYC el supply 10%, allow less dependence on fossil fuel plants. 333 mile subterranean cable 4 years to build. Should reduce annual energy costs ~$650M. Still needs Presidential Permit and permit from Army Corps Engineers. Both expected by yearend.
Lithuania PM says current nuke plant project "too expensive". Need regional partners (Estonia, Latvia) to continue. Current est. cost EUR5B for 1.3Gw. Hitachi tech.
First Reserve Energy Infrastructure Fund, largest global private equity firm exclusively focused on energy, and Renovalia Energy added 2 wind farms in Mexico. 90Mw farm operating since June '12. 137.5Mw farm under construction, online early '14.
Mexico to need 45Gw new elgen capacity next 15 yrs. Mandating 35% clean/renewable by '24.
Enviro groups challenging MN Power's coal burning plan. Comp plans to spend $350M to add pollution control equipment to 1 of 4 coal burning units. Groups want it shut down, money spent on clean energy projects.
Turquoise Intl, UK investor/advisor to clean energy industry, seeks buyer for Oceanflow, UK developer of tidal power tech. Asking 1-2M Pounds. Costs 30-50M Pounds to build device, develop it to commercial utility-scale product.
Germany's 1st offshore wind farm generated more power than expected because of steady winds last year. Alpha Ventus. 12 turbines fed 267.8Gwh into grid @ 15.3% yield. 5Mw turbines from Arena and Suzlon unit REpower. 4,463 full load hours. Availability this year to decrease from last year's 96.5% for maintenance.
Real Goods Solar (RSOL) installed 1.1Mw solar array at Church Farm School in PA. $3.2M. $1.19M grant from PA. Smart Energy Capital PPA. 5 acres. 75% of school's el needs. Equiv of planting .5M trees or taking 52M miles of auto traffic off road over system's life.
UK smart grid rollout to deliver 6.7B Pounds in net benefits.
REpower to cut 750 jobs. Seeks EUR100M cost savings.
Clean Line Energy Partners bought 1.5Gw NM clean energy transmission project.
FRIDAY OPEN
(stock #'s in %)
Market mixed, Dow up 9, Naz down 12. Volume a little heavy. Oil: WTI over $93, Brent over $103. NG down to $4.11. US Q1 GDP 2.5%.
TMEN up 31, back over 50-day (bottom) lines. XDSL up 18. SENY up 13, day 3 of climb out over 50s, now just under 200 days. SPWR up 11 on upgrade, back to Feb high. MKTY up 10 on 1K shares, up at highs, triple since mid-Mar. AMEL up 10. CSIQ up 8, back to Feb high. LEDS up 7, back to March high, just short of top (200) line. RVLT up 4, another new high, up ~30x since Sept. TSLA up 1, another new high, on a tear since March. ECTY up 1, another new high. NTCXF up 1. CERP up 1.
ENSL down 32. PTOS down 31, back through 200s to 50s. MGLT down 24 after yesterday's jump. BLDW down 22. GERS down 17. NENE down 13, run stopped. AMPD down 13, couldn't beat Feb high. BFRE down 13. XIDE down 13 more, another new low. ASPW down 11. ITRI down 11 after reporting, missing, fell through all lines from yesterday to today. ZAAP down 10 on 100 shares, back to top 3 lines. EFOI down 10, still on 50s. PSON down 7, back under bottom (50) line. ECTY down 2, hit a new high earlier, up over 7x since Dec.
Market mixed, Dow up 9, Naz down 12. Volume a little heavy. Oil: WTI over $93, Brent over $103. NG down to $4.11. US Q1 GDP 2.5%.
TMEN up 31, back over 50-day (bottom) lines. XDSL up 18. SENY up 13, day 3 of climb out over 50s, now just under 200 days. SPWR up 11 on upgrade, back to Feb high. MKTY up 10 on 1K shares, up at highs, triple since mid-Mar. AMEL up 10. CSIQ up 8, back to Feb high. LEDS up 7, back to March high, just short of top (200) line. RVLT up 4, another new high, up ~30x since Sept. TSLA up 1, another new high, on a tear since March. ECTY up 1, another new high. NTCXF up 1. CERP up 1.
ENSL down 32. PTOS down 31, back through 200s to 50s. MGLT down 24 after yesterday's jump. BLDW down 22. GERS down 17. NENE down 13, run stopped. AMPD down 13, couldn't beat Feb high. BFRE down 13. XIDE down 13 more, another new low. ASPW down 11. ITRI down 11 after reporting, missing, fell through all lines from yesterday to today. ZAAP down 10 on 100 shares, back to top 3 lines. EFOI down 10, still on 50s. PSON down 7, back under bottom (50) line. ECTY down 2, hit a new high earlier, up over 7x since Dec.
Thursday, April 25, 2013
STUFF AND SUCH
Scientist says China pollution killing Japanese island's pine trees.
Miss Power absorbing $333M cost overrun on "clean coal" plant. Latest estimate $3.42B. 42% higher than original cost. 19% higher than Miss PSC cap. Plant to convert lignite coal to gas.
Mich plans to lease more land for drilling.
Driller in UK censured over fracking safety claims.
IRENA: small Pacific island nations expected to account for 17% of all new clean/renewable energy installs next 5 yrs globally. Will get them off imported diesel.
ARGOenvironmental (New Zealand) negotiating PPA for 1Mw wave energy project with Kingdom of Tonga. ARGO hooked up with Voight (Germany). Deal will be in 21cents/Kwh range. In '08, Tonga at a point was paying over $1/Kwh for diesel. Now ~35 cents. UAE has converted $45M of soft loans for clean/ren projects in Pacific islands into grants.
Solar developers have until May 1 to submit proposals for rest of '13 for Vermont SPEED program. Top rate .257cents/Kwh. System limit 2.2Mw. 4.5Mw left to be filled of 5Mw total.
MN retailer 60-day study to determine customers' price point for E85. Offering 80 cent, $1, $1.20/gal discounts to regular gas. $2.85's OK.
Poet reopened 45mg/y MO ethanol plant. Mothballed in Feb from lack of available corn. $14M upgrade added corn oil production capacity, other. Work continues on BPX tech install. No cook process to reduce heat, energy use.
Former MN ethanol plant bought last year by Platinum Partners (hedge fund) reopened last year after over 2-yr mothballing shut down again. Filed chapter 11.
Universal Robina construction start on $35M, 30M liter/yr ethanol plant in Philippines. Online 3/14. Blackstrap molasses feedstock.
China Eastern Airlines completed 85 minute biofuel flight. Sinopec's mix of used cooking oil, palm oil av biofuel. Airbus A320. Blend level not reported. Nor efficiency.
Brazil offering $480M/yr tax, interest cuts to boost ethanol industry. "Falls short to get industry back on feet": UNICA.
Gazprom to start NG production offshore Vietnam in June. How will China react? Reserves est. at 55B cubic meters NG, 25M tons condensates. 189 miles offshore Vietnam. Law of Sea defines exclusive econ zone at 200 nautical miles from coast. EIA est. S China Sea has ~11B bls oil, 190TCF NG of proved, probable reserves. USGS says maybe 28B bls. China says near 200B bls.
In '74, China drove S Vietnam off Paracel Islands (claimed by Beijing, Hanoi, Taiwan). In '79, brief war erupted on China-Viet border after Viet's invasion/occupation of Cambodia that ended China-backed Khmer Rouge.
LEDs had mysterious drop in light produced called "droop" when higher current applied. Limited amount of lumens. Now explained by researchers at UC Santa Barbara sponsored by DOE and collab with French colleagues. It's from Auger recombination. O. O yea. That. Discovery expected to result in new ways to design LEDs. DOE est. widespread replacement of incandescent, fluorescent lights by LEDs in just US can save el equal to 50Gw/yr.
Statoil (Norway) sitting on new N Sea discovery of 40-150M recoverable bls oil equiv. Petoro has 30% stake. "High degree uncertainty" of find. Near Brent reservoir.
Trump's - the Don's - ads against Scot wind farms banned.
Chevron's "Big Foot" deepwater platform arrived in TX last month. Buuilt by Daewoo (S Korea). Prep now at Aransas Pass. Going 225 miles south of New Orleans next year in mile-deep water. Can process 75Kb/d, 25MCF/d. Field est. 20-yr life, over 200M bls recoverable equivalents. $4.1B project. Statoil 27% stake, Marubeni 12%. Plus 1.
Austin Energy canceling discounts on water, el bills for over 2.5K low income customers. Fed poverty line $11,490 for individual, $23,550 for family of 4 (just over 2 individuals living together). Huh. The crock.
GDF Suez Energy Resources NA expanding presence in OH retail el mart.
Hydro O Hawa offering eligible small businesses free energy assessments, up to $1.5K of lighting upgrades and or free touch screen programmable thermostat. (I know, where the heck is that?)
EDF Renewable Energy completed Spinning Spur wind project in TX, launched Spinning Spur 2. Each 161Mw. #1 has 70 Siemens 2.3Mw turbines. PPA with Southwestern Pub Svc Comp (Xcel E subsid). #2 going with 87 1.85Mw GE turbines. Construction start in June. 1 of 1st projects to use new CREZ transmission line connecting panhandle to big cities. (Seen dustbowl documentary on PBS?)
Berkshire East (Mass) world's 1st ski area to be entirely powered by on-site clean energy. 500Kw solar tracker farm added to 900Kw wind turbine installed in '11. 90 dual-axis AllSun trackers. Made in Vermont. 45% more productive than rooftop solar. Sustainable Energy Development (NY) developed project. Trackers use GPS, wireless tech.
Groundbreak of Penn State U's Center for Building Energy Science at old Navy yard.
MO regulators OK'd Ameren's Pure Power Program. (Didn't they do "Amy" in late '60's?) Crit from PS over lack of transparency. Program already going 6 yrs. Money goes to clean power development. How much to marketing, admin? Customers pay up to 1.5c/Kwh or $15/Mwh. 3 Degrees (Cal) involved.
Orix, NEC, Epco to start Japan batt storage rentals for homes. Cloud data links. NEC batts. Epco ap. Fees $31/mo and up. Target 10K homes by next March, 100K by March '16. Batt storage cap 5.53Kwh.
Honda unit in Brazil to invest ~$50M in wind farm. Online late '14. 27Mw.
Yingli Solar's - and others' - receipt of lifeline from Beijing indicates likely state-sponsored restructuring of solar sector.
Staples, Sun Ed unveiled 685Kw solar install at Mass HQ. Their 37th solar array. Now 14Mw in US.
Earth's core 1K degrees C (~1,800F) hotter than thought. (O, that's where global warming coming from?)
New Zealand opposition parties floating plans for single national el buyer.
George W Bush Library opened in Dallas.
Renovalia Reserve bought 227.5Mw of Mexico wind farms.
Scot govt launched 15M Pound Sterling offshore wind foundations fund.
Subsidy cuts caused Euro clean energy project finance to fall 49% in '12.
Goldwind Q1 sales down 44% to $154M.
Euro clean E project finance activity $30.1B in '12. ~1/2 of '11. 24% decline in # of projects, slump in utility-scale dealios. Pension funds, sizable debt finance to brighten long-term prospects.
DHS developing paper-thin batts for 1st responders.
2 fuel barges exploded in Ala on Mississippi.
TX fertilizer plant explosion cost to exceed $100M. Let alone the lives.
Bill to repeal NC renewable energy mandate failed. After Florida said we don't want RPS business. What's the right side of history here?
TX state senate OK'd bill to give tax boost to utilities.
Japan court denied request to evac children near nuke disaster. Woo.
Miss Power absorbing $333M cost overrun on "clean coal" plant. Latest estimate $3.42B. 42% higher than original cost. 19% higher than Miss PSC cap. Plant to convert lignite coal to gas.
Mich plans to lease more land for drilling.
Driller in UK censured over fracking safety claims.
IRENA: small Pacific island nations expected to account for 17% of all new clean/renewable energy installs next 5 yrs globally. Will get them off imported diesel.
ARGOenvironmental (New Zealand) negotiating PPA for 1Mw wave energy project with Kingdom of Tonga. ARGO hooked up with Voight (Germany). Deal will be in 21cents/Kwh range. In '08, Tonga at a point was paying over $1/Kwh for diesel. Now ~35 cents. UAE has converted $45M of soft loans for clean/ren projects in Pacific islands into grants.
Solar developers have until May 1 to submit proposals for rest of '13 for Vermont SPEED program. Top rate .257cents/Kwh. System limit 2.2Mw. 4.5Mw left to be filled of 5Mw total.
MN retailer 60-day study to determine customers' price point for E85. Offering 80 cent, $1, $1.20/gal discounts to regular gas. $2.85's OK.
Poet reopened 45mg/y MO ethanol plant. Mothballed in Feb from lack of available corn. $14M upgrade added corn oil production capacity, other. Work continues on BPX tech install. No cook process to reduce heat, energy use.
Former MN ethanol plant bought last year by Platinum Partners (hedge fund) reopened last year after over 2-yr mothballing shut down again. Filed chapter 11.
Universal Robina construction start on $35M, 30M liter/yr ethanol plant in Philippines. Online 3/14. Blackstrap molasses feedstock.
China Eastern Airlines completed 85 minute biofuel flight. Sinopec's mix of used cooking oil, palm oil av biofuel. Airbus A320. Blend level not reported. Nor efficiency.
Brazil offering $480M/yr tax, interest cuts to boost ethanol industry. "Falls short to get industry back on feet": UNICA.
Gazprom to start NG production offshore Vietnam in June. How will China react? Reserves est. at 55B cubic meters NG, 25M tons condensates. 189 miles offshore Vietnam. Law of Sea defines exclusive econ zone at 200 nautical miles from coast. EIA est. S China Sea has ~11B bls oil, 190TCF NG of proved, probable reserves. USGS says maybe 28B bls. China says near 200B bls.
In '74, China drove S Vietnam off Paracel Islands (claimed by Beijing, Hanoi, Taiwan). In '79, brief war erupted on China-Viet border after Viet's invasion/occupation of Cambodia that ended China-backed Khmer Rouge.
LEDs had mysterious drop in light produced called "droop" when higher current applied. Limited amount of lumens. Now explained by researchers at UC Santa Barbara sponsored by DOE and collab with French colleagues. It's from Auger recombination. O. O yea. That. Discovery expected to result in new ways to design LEDs. DOE est. widespread replacement of incandescent, fluorescent lights by LEDs in just US can save el equal to 50Gw/yr.
Statoil (Norway) sitting on new N Sea discovery of 40-150M recoverable bls oil equiv. Petoro has 30% stake. "High degree uncertainty" of find. Near Brent reservoir.
Trump's - the Don's - ads against Scot wind farms banned.
Chevron's "Big Foot" deepwater platform arrived in TX last month. Buuilt by Daewoo (S Korea). Prep now at Aransas Pass. Going 225 miles south of New Orleans next year in mile-deep water. Can process 75Kb/d, 25MCF/d. Field est. 20-yr life, over 200M bls recoverable equivalents. $4.1B project. Statoil 27% stake, Marubeni 12%. Plus 1.
Austin Energy canceling discounts on water, el bills for over 2.5K low income customers. Fed poverty line $11,490 for individual, $23,550 for family of 4 (just over 2 individuals living together). Huh. The crock.
GDF Suez Energy Resources NA expanding presence in OH retail el mart.
Hydro O Hawa offering eligible small businesses free energy assessments, up to $1.5K of lighting upgrades and or free touch screen programmable thermostat. (I know, where the heck is that?)
EDF Renewable Energy completed Spinning Spur wind project in TX, launched Spinning Spur 2. Each 161Mw. #1 has 70 Siemens 2.3Mw turbines. PPA with Southwestern Pub Svc Comp (Xcel E subsid). #2 going with 87 1.85Mw GE turbines. Construction start in June. 1 of 1st projects to use new CREZ transmission line connecting panhandle to big cities. (Seen dustbowl documentary on PBS?)
Berkshire East (Mass) world's 1st ski area to be entirely powered by on-site clean energy. 500Kw solar tracker farm added to 900Kw wind turbine installed in '11. 90 dual-axis AllSun trackers. Made in Vermont. 45% more productive than rooftop solar. Sustainable Energy Development (NY) developed project. Trackers use GPS, wireless tech.
Groundbreak of Penn State U's Center for Building Energy Science at old Navy yard.
MO regulators OK'd Ameren's Pure Power Program. (Didn't they do "Amy" in late '60's?) Crit from PS over lack of transparency. Program already going 6 yrs. Money goes to clean power development. How much to marketing, admin? Customers pay up to 1.5c/Kwh or $15/Mwh. 3 Degrees (Cal) involved.
Orix, NEC, Epco to start Japan batt storage rentals for homes. Cloud data links. NEC batts. Epco ap. Fees $31/mo and up. Target 10K homes by next March, 100K by March '16. Batt storage cap 5.53Kwh.
Honda unit in Brazil to invest ~$50M in wind farm. Online late '14. 27Mw.
Yingli Solar's - and others' - receipt of lifeline from Beijing indicates likely state-sponsored restructuring of solar sector.
Staples, Sun Ed unveiled 685Kw solar install at Mass HQ. Their 37th solar array. Now 14Mw in US.
Earth's core 1K degrees C (~1,800F) hotter than thought. (O, that's where global warming coming from?)
New Zealand opposition parties floating plans for single national el buyer.
George W Bush Library opened in Dallas.
Renovalia Reserve bought 227.5Mw of Mexico wind farms.
Scot govt launched 15M Pound Sterling offshore wind foundations fund.
Subsidy cuts caused Euro clean energy project finance to fall 49% in '12.
Goldwind Q1 sales down 44% to $154M.
Euro clean E project finance activity $30.1B in '12. ~1/2 of '11. 24% decline in # of projects, slump in utility-scale dealios. Pension funds, sizable debt finance to brighten long-term prospects.
DHS developing paper-thin batts for 1st responders.
2 fuel barges exploded in Ala on Mississippi.
TX fertilizer plant explosion cost to exceed $100M. Let alone the lives.
Bill to repeal NC renewable energy mandate failed. After Florida said we don't want RPS business. What's the right side of history here?
TX state senate OK'd bill to give tax boost to utilities.
Japan court denied request to evac children near nuke disaster. Woo.
THURSDAY OPEN
(stock #s in %)
Market up 79/30/11. Volume a little heavy. Naz, S&P back near tops. Oil: WTI over $91, Brent over $102. NG down to $4.20. Spain unemployment 27%. S Korea fastest GDP growth in 2 yrs, up .9% in Q1, up 1.5% yoy.
MGLT up 140 on huge volume, up over 50-day lines to bottom 200-day. No news seen yet. Keep eye on it. NPWZ up 40. DSTI up 29, 2-day break from fall since Feb. Not much volume. LEDS up 16, back to bottom 200 from 50s. MMMW up 16. SOPW up 14 off bottom. ZNNMF up 14, up 50 in 6 days, hit top line (50) today. ECTY up 10 more, another new high, got to be topping out soon. EWRL up 10. NENE up another 8, day 4 of surge, topped Jan high. CERP up 6, back over 50s. RVLT up 5 more, may have topped. ZAAP up 3, holding above lines.
CPWY down 25. XIDE down 24 on downgrade, suspension of some ops, new low, 2nd leg of sell off. ASPW down 24. AMLM down 24. XSNX down 4. PSON down 3. FSLR down 1.
Market up 79/30/11. Volume a little heavy. Naz, S&P back near tops. Oil: WTI over $91, Brent over $102. NG down to $4.20. Spain unemployment 27%. S Korea fastest GDP growth in 2 yrs, up .9% in Q1, up 1.5% yoy.
MGLT up 140 on huge volume, up over 50-day lines to bottom 200-day. No news seen yet. Keep eye on it. NPWZ up 40. DSTI up 29, 2-day break from fall since Feb. Not much volume. LEDS up 16, back to bottom 200 from 50s. MMMW up 16. SOPW up 14 off bottom. ZNNMF up 14, up 50 in 6 days, hit top line (50) today. ECTY up 10 more, another new high, got to be topping out soon. EWRL up 10. NENE up another 8, day 4 of surge, topped Jan high. CERP up 6, back over 50s. RVLT up 5 more, may have topped. ZAAP up 3, holding above lines.
CPWY down 25. XIDE down 24 on downgrade, suspension of some ops, new low, 2nd leg of sell off. ASPW down 24. AMLM down 24. XSNX down 4. PSON down 3. FSLR down 1.
Wednesday, April 24, 2013
WEDNESDAY CLOSE
(stock #s in %)
Market down 43/0/0. Volume not known. Oil: WTI up over $91, Brent over $101. NG down to $4.21.
BLDW up 21. Off bottom? On 6K shares? ASPW up 30, jump off recent dump. SENY up 28, poke out above 50s. GSPI up 18. AMTX up 16, quadruple bottom? AMLM up 16. RSOL up 16. ECTY up 13. CGYV up 12. FSLR up 12. XSNX up 11. VLNCQ up 11. WWPW up 11. DSTI up 10. GPRC up 10. RBCN, SZYM up 10. NENE up 8. ASTI up 7. RVLT up 5.
GERS down 24. CSGH down 22. ASIUF down 19. NPWZ down 13. CBAK down 11. LSCG down 10. LEDS down 6. CERP down 4. NTCXF, ZAAP, PSON down 3.
Market down 43/0/0. Volume not known. Oil: WTI up over $91, Brent over $101. NG down to $4.21.
BLDW up 21. Off bottom? On 6K shares? ASPW up 30, jump off recent dump. SENY up 28, poke out above 50s. GSPI up 18. AMTX up 16, quadruple bottom? AMLM up 16. RSOL up 16. ECTY up 13. CGYV up 12. FSLR up 12. XSNX up 11. VLNCQ up 11. WWPW up 11. DSTI up 10. GPRC up 10. RBCN, SZYM up 10. NENE up 8. ASTI up 7. RVLT up 5.
GERS down 24. CSGH down 22. ASIUF down 19. NPWZ down 13. CBAK down 11. LSCG down 10. LEDS down 6. CERP down 4. NTCXF, ZAAP, PSON down 3.
STUFF
Senator Graham to block DOE nominee confirmation until he gets commitment for facility in SC to turn weapons-grade material into nuke power fuel.
Tesoro plans to boost West Coast rail capacity to move more crude.
China solar PV demand down 23% in 1Q13 to 6.2Gw. Europe's PV demand est. 2.7-3.2Gw this year. Japan will be strongest in 1H, US should pick up in 2H. "Rest of world" to provide 2.5-3.6Gw of demand.
Asia Development Bank providing $85M to solar unit of Thailand's Electricity Generating Public for 3 solar plants, total 57Mw.
Taiwan planning subsidies for biogas power gen at local govt level (landfills, probably). Aps for 65-500Kw projects.
Clenergy - a China-Australia JV - to develop 300Mw of solar plants in China for $625M through '15.
Southern Cross Renewable Energy Fund contributing 1/2 of over $9M investment in H storage tech project. The VC fund established under Australia's $100M Renewable Energy VC Fund Program. Matching funds from Softbank China VC.
India filed charges with WTO charging US with same trade restrictive practices that US accuses India of. Dispute over domestic content requirements for clean/renewable energy projects.
420Mw wind farm in Australia reached full capacity in March. $1B project.
CK Solar Korea to install 300Mw solar plant in Pakistan. $900M cost, '16 completion. 1500 acres already procured by govt.
AGL Energy (Australia) to build AUS$200M, 50Mw CdTe solar plant in Australia. FSLR modules. '15 open.
Energy Australia, Origin Energy together control over 1/2 of Australia's el mart. Stopped signing PPAs for clean/renew energy projects. National election (Sept) politics.
Solar City New Zealand, Panasonic New Zealand partnering on 131Kw solar system to power desalination plant on Nauru (world's smallest republic).
India avg peak demand exceeds supply by over 10Gw, ~8%. Estimate capacity needs to reach 960Gw by '31-'32 to support 9%/yr GDP growth. 37Gw of new gen cap needs to be installed per year to meet that.
S Africa metal workers pension funds to invest $109M on clean/ren energy projects. Expecting pow gen shortage this winter.
Anonymous donors have been coming forward to fund solar projects at schools, universities, municipalities across US.
Heliac (AZ) launching microalgae production platform. "Volaris." A "game changer". Flex tech to produce specific customer needs. 20-acre commercial scale facility to open in Q3. Expansion to Indonesia to begin later this year. Mars family main investors. Not yet profitable for biofuels. To sell products and systems.
Iowa farmers earning 40 cents/bushel premium on Enogen (Syngenta) corn. Replaces need for alpha amylase enzyme in ethanol production.
Black Gold Biofuels (NC) opened recycling facility for restaurant wastewater. Cleans up water, recovers oils for biofuels.
U of Exeter (UK) team, with Shell support, developing method to make bacteria produce diesel on demand. Special strains of E coli. Almost identical to conventional diesel.
Stricter sustainability requirements - water, bird biospheres - hampering Europe biodiesel trade. Especially in Germany.
Saud's shale gas hopes dashed due to lack of water.
GM says plug-in "Spark" has 82 mile range. 119 MPG equivalent. Full refuel in 7 hrs on 240V charger. Soon capable of 20 min charge for 80% refill.
Drax (UK) got $115M loan to convert UK's largest coal-fired power plant to biomass. Total project funding ~$815M Pounds. Initial switch of 3 of 6 units to burn wood pellets next 3-4 yrs.
Conergy (Germany) started up 4.5Mw UK solar power plant for Lightsource Renewable Energy.
Intl Finance Corp (World Bank unit) to lend up to $50M to Acme Solar Energy (India) for 25Mw PV solar plant in Madhya Pradesh.
Fisker to face lawmakers after failure to make DOE loan payment. (Another media circus?)
Judges upheld EPA air permits for Shell's Alaska operations.
DOI set August lease of 21M acres in western Gulf of Mex.
AEP's coal use growing as NG prices stay up over $4.
Tesoro plans to boost West Coast rail capacity to move more crude.
China solar PV demand down 23% in 1Q13 to 6.2Gw. Europe's PV demand est. 2.7-3.2Gw this year. Japan will be strongest in 1H, US should pick up in 2H. "Rest of world" to provide 2.5-3.6Gw of demand.
Asia Development Bank providing $85M to solar unit of Thailand's Electricity Generating Public for 3 solar plants, total 57Mw.
Taiwan planning subsidies for biogas power gen at local govt level (landfills, probably). Aps for 65-500Kw projects.
Clenergy - a China-Australia JV - to develop 300Mw of solar plants in China for $625M through '15.
Southern Cross Renewable Energy Fund contributing 1/2 of over $9M investment in H storage tech project. The VC fund established under Australia's $100M Renewable Energy VC Fund Program. Matching funds from Softbank China VC.
India filed charges with WTO charging US with same trade restrictive practices that US accuses India of. Dispute over domestic content requirements for clean/renewable energy projects.
420Mw wind farm in Australia reached full capacity in March. $1B project.
CK Solar Korea to install 300Mw solar plant in Pakistan. $900M cost, '16 completion. 1500 acres already procured by govt.
AGL Energy (Australia) to build AUS$200M, 50Mw CdTe solar plant in Australia. FSLR modules. '15 open.
Energy Australia, Origin Energy together control over 1/2 of Australia's el mart. Stopped signing PPAs for clean/renew energy projects. National election (Sept) politics.
Solar City New Zealand, Panasonic New Zealand partnering on 131Kw solar system to power desalination plant on Nauru (world's smallest republic).
India avg peak demand exceeds supply by over 10Gw, ~8%. Estimate capacity needs to reach 960Gw by '31-'32 to support 9%/yr GDP growth. 37Gw of new gen cap needs to be installed per year to meet that.
S Africa metal workers pension funds to invest $109M on clean/ren energy projects. Expecting pow gen shortage this winter.
Anonymous donors have been coming forward to fund solar projects at schools, universities, municipalities across US.
Heliac (AZ) launching microalgae production platform. "Volaris." A "game changer". Flex tech to produce specific customer needs. 20-acre commercial scale facility to open in Q3. Expansion to Indonesia to begin later this year. Mars family main investors. Not yet profitable for biofuels. To sell products and systems.
Iowa farmers earning 40 cents/bushel premium on Enogen (Syngenta) corn. Replaces need for alpha amylase enzyme in ethanol production.
Black Gold Biofuels (NC) opened recycling facility for restaurant wastewater. Cleans up water, recovers oils for biofuels.
U of Exeter (UK) team, with Shell support, developing method to make bacteria produce diesel on demand. Special strains of E coli. Almost identical to conventional diesel.
Stricter sustainability requirements - water, bird biospheres - hampering Europe biodiesel trade. Especially in Germany.
Saud's shale gas hopes dashed due to lack of water.
GM says plug-in "Spark" has 82 mile range. 119 MPG equivalent. Full refuel in 7 hrs on 240V charger. Soon capable of 20 min charge for 80% refill.
Drax (UK) got $115M loan to convert UK's largest coal-fired power plant to biomass. Total project funding ~$815M Pounds. Initial switch of 3 of 6 units to burn wood pellets next 3-4 yrs.
Conergy (Germany) started up 4.5Mw UK solar power plant for Lightsource Renewable Energy.
Intl Finance Corp (World Bank unit) to lend up to $50M to Acme Solar Energy (India) for 25Mw PV solar plant in Madhya Pradesh.
Fisker to face lawmakers after failure to make DOE loan payment. (Another media circus?)
Judges upheld EPA air permits for Shell's Alaska operations.
DOI set August lease of 21M acres in western Gulf of Mex.
AEP's coal use growing as NG prices stay up over $4.
WEDNESDAY OPEN
(stock #s in %)
Market down 21/6/0. Volume slightly heavy. Oil: WTI up around $90, Brent over $100. NG down to $4.26. US durable goods orders down.
RSOL up 36 on contract news, jump over top (50-day) lines. SENY up 22, just over bottom (50s) lines. TMEN up 22, also jump over bottom (50s) lines. AMLM up 16. XSNX up 15, up to bottom (50s) lines. RVLT up 12 more, pretty sure it tops out today or tomorrow. WWPW up 11, crazy range but over top line. SPIR up 10 on 100 shares. FSLR up 8, new high. AMTX up 6, another jump up at open. ECTY up 6, new high, may be topping out too, triple since Jan. NENE up 5, above Jan highs.
GERS down 30. ASIUF down 19. CSGH down 16. GWBU down 16. ENSL down 15. CBAK down 14, new low. INIS down 13. CERP down 4. NTCXF down 3. PSON down 2.
Market down 21/6/0. Volume slightly heavy. Oil: WTI up around $90, Brent over $100. NG down to $4.26. US durable goods orders down.
RSOL up 36 on contract news, jump over top (50-day) lines. SENY up 22, just over bottom (50s) lines. TMEN up 22, also jump over bottom (50s) lines. AMLM up 16. XSNX up 15, up to bottom (50s) lines. RVLT up 12 more, pretty sure it tops out today or tomorrow. WWPW up 11, crazy range but over top line. SPIR up 10 on 100 shares. FSLR up 8, new high. AMTX up 6, another jump up at open. ECTY up 6, new high, may be topping out too, triple since Jan. NENE up 5, above Jan highs.
GERS down 30. ASIUF down 19. CSGH down 16. GWBU down 16. ENSL down 15. CBAK down 14, new low. INIS down 13. CERP down 4. NTCXF down 3. PSON down 2.
Tuesday, April 23, 2013
TUESDAY CLOSE
(stock #s in %)
Market up 152/35/16. Volume a little over normal. Nothing like a fake tweet from AP to give us a crazy coaster. Hang on, kids. Oil: WTi up over $89, Brent over $100. NG $4.27.
CRGE up 145, jump off 50-day lines. CBWP up 33. XDSL up 29. RVLT up 22, way new high. How far do they go? VECO up 16, jump way back. HIIT up 16, back near highs on light volume. CERP up 12. CRCL up 12. POWR up 12, way new high, over triple since Aug. ECTY up 11, back to highs, triple since Jan. AMEL up 11. SENY up 11. CHGI up 10. LMRMF up 10. LSCG up 10. LEDS up 9, in between 50s and 200s. AIXG up 9, jump back into lines. NENE up 6. AMTX up 5, gaining traction. FSLR up 4. ZAAP up 2.
ONYX down 90. BLQNE down 56. MMMW down 53. ECOS down 45. CSKH down 38. WTWO down 25. BLDP down 24. BOPO down 20. SWET down 17. GSPI down 17. CABN down 16. GERS down 16. CSOL down 14. PTOS down 13. BSRC down 11. VLNCQ down 10. XSNX down 3. PSON down 1.
Market up 152/35/16. Volume a little over normal. Nothing like a fake tweet from AP to give us a crazy coaster. Hang on, kids. Oil: WTi up over $89, Brent over $100. NG $4.27.
CRGE up 145, jump off 50-day lines. CBWP up 33. XDSL up 29. RVLT up 22, way new high. How far do they go? VECO up 16, jump way back. HIIT up 16, back near highs on light volume. CERP up 12. CRCL up 12. POWR up 12, way new high, over triple since Aug. ECTY up 11, back to highs, triple since Jan. AMEL up 11. SENY up 11. CHGI up 10. LMRMF up 10. LSCG up 10. LEDS up 9, in between 50s and 200s. AIXG up 9, jump back into lines. NENE up 6. AMTX up 5, gaining traction. FSLR up 4. ZAAP up 2.
ONYX down 90. BLQNE down 56. MMMW down 53. ECOS down 45. CSKH down 38. WTWO down 25. BLDP down 24. BOPO down 20. SWET down 17. GSPI down 17. CABN down 16. GERS down 16. CSOL down 14. PTOS down 13. BSRC down 11. VLNCQ down 10. XSNX down 3. PSON down 1.
STUFF
Wisc utility to shut down several coal-fired units, pay $2.4M penalty for Clean Air Act violations in settlement with EPA, DOJ.
Dozen states, led by TX, charge EPA regs to address climate change overstep authority in Clean Air Act.
NYC launching electric taxi pilot program this week.
Harvard study says FracFocus.org has "serious flaws" as means of disclosure of fracking chems. State govts shouldn't rely on it. Doesn't account for different state requirements. Prevents many kinds of searches. Gives drillers too much leeway to miss deadlines, withhold info as trade secrets.
Over 1/2 of states with RPS looking at paring back the clean/renewable energy mandates for utilities because of NG prices.
Kinder Morgan taking advantage of high RIN prices. To start blending biodiesel at 2 reconfigured facilities. Together can produce ~700K gal worth of excess RINs/mo.
DOE announced up to $17.7M in grants to 4 pilot-scale biorefinery projects aimed at military-spec fuels. Cobalt Tech, Mercurius Biofuels, BioProcess Algae, Frontline BioEnergy selected for negotiation. Recipients required to contribute minimum 50% match funds.
U of Washington researchers show H sulfide in low doses can greatly enhance plant growth. Significantly more biomass produced.
Indonesia officials seeking bilateral deal with EU on biodiesel dumping claims. EU alleges Indo paid producers 21-31 cents/liter subsidy. Indo says it was 10 cents to boost domestic consumption.
Europe ethanol industry expected to boost production after anti-dumping measures levied on ethanol imports from US. Brazil imports expected to rise. US ethanol imports reached 30% of total imports in '11. Now ~5%.
Kenana, Nile Petroleum to intro E10 in N Sudan Sunday. Kenana production capacity 65M liters/yr. Has been exporting to Europe.
Tamil Nadu govt (India) to invest in 450K liter/yr ethanol distillery at co-op sugar mill. Also boosted sugarcane prices to boost production.
MIT researchers created solar cells that beat Shockley-Queisser efficiency limit (34%). Performed "proof of principle" of idea from '60s. Singlet exciton fission. Each photon can knock 2 electrons loose instead of normal 1. Using organic compound - "pentacene" - in organic cell to "coat" optical trapping scheme.
Carlos Slim looking to invest in Saud petrochem projects. (That's all he can think of?!)
Rising costs forcing BP to re-eval $10B "Mad Dog 2" project in Gulf of Mex. Was expected to start this year, oil flow before '20. Field est. 4B bls oil equiv.
Zinc Air ready to release their batt tech. Zinc-iron redox flow batt. ~6 months from 1st commercial project. Est. sales $16M this yr. $165M in follow-on projects. To market to micro-grid projects.
Greenbriar Capital (Canada) (GEBRF) to buy 80Mw Utah wind project. To incur at least 5% of total project cost by yearend to pick up fed subsidy.
Monarch Power (US) offering to buy AZ solar manufacturing plant Suntech (China) says it will close (43 jobs). Good fit to make Monarch's "flower power" Lotus Mobile solar units. 1.1Kw and 2.4Kw.
U of MD Med System, Constellation, BITHENERGY completed 3.66Mw solar project in MD. Constellation to own, sell power to UMMS.
Foxconn unit to make solar panels in Mexico for MEMC's Sun Ed. Up to 350Mw/yr production capacity. Sun Ed has 2.6Gw in projects pipe.
Showa Shell (Japan) unit, Development Bank of Japan to build 11.6Mw solar plant at Osaka airport. Solar Frontier panels.
Brazil plans to lower taxes, extend low-cost credit lines for ethanol producers to boost output, lower prices. Eth output to rise to 6.8B gal in current crop year just begun. Govt also raising eth blend next month to E25 from E20 now.
India to fund almost 1/3 of solar plant construction costs in next tranche. Seeking bids next month on 750Mw capacity. Offering grants of up to $46K/Mw.
BYD (China) (BYDDF) plans to issue ~20% of new shares to raise ~$500M. Up to 159M new shares. Buffett owns 10% now. BYD plans to abandon gasoline-powered vehicle lines next 2 yrs to go all electric.
UPS to buy 700 new LNG vehicles. Also to build 4 refueling stations by end of '14 for $18M. Worldwide they have over 1K NGVs and total alt fuel fleet of over 2.6K vehicles. EVs, hybrids, propane, CNG, biomethane.
Kyocera supplying solar modules to Provision Solar for rooftop installs at 8 auto dealers on Hawaii. 234Kw installed at 4 since Dec. Producing up to 100% of dealers' el needs.
Fed appeals court ruled EPA's retro veto of WV mountain top removal coal project under Clean Water Act was legal.
States, cities asking Supreme Court to review cross-state air pollution ruling.
Monsanto holding pond leaked millions of gallons in ID.
Breathing has become childhood health risk in China.
Bulgaria will back pesticide ban to protect bees.
Dozen states, led by TX, charge EPA regs to address climate change overstep authority in Clean Air Act.
NYC launching electric taxi pilot program this week.
Harvard study says FracFocus.org has "serious flaws" as means of disclosure of fracking chems. State govts shouldn't rely on it. Doesn't account for different state requirements. Prevents many kinds of searches. Gives drillers too much leeway to miss deadlines, withhold info as trade secrets.
Over 1/2 of states with RPS looking at paring back the clean/renewable energy mandates for utilities because of NG prices.
Kinder Morgan taking advantage of high RIN prices. To start blending biodiesel at 2 reconfigured facilities. Together can produce ~700K gal worth of excess RINs/mo.
DOE announced up to $17.7M in grants to 4 pilot-scale biorefinery projects aimed at military-spec fuels. Cobalt Tech, Mercurius Biofuels, BioProcess Algae, Frontline BioEnergy selected for negotiation. Recipients required to contribute minimum 50% match funds.
U of Washington researchers show H sulfide in low doses can greatly enhance plant growth. Significantly more biomass produced.
Indonesia officials seeking bilateral deal with EU on biodiesel dumping claims. EU alleges Indo paid producers 21-31 cents/liter subsidy. Indo says it was 10 cents to boost domestic consumption.
Europe ethanol industry expected to boost production after anti-dumping measures levied on ethanol imports from US. Brazil imports expected to rise. US ethanol imports reached 30% of total imports in '11. Now ~5%.
Kenana, Nile Petroleum to intro E10 in N Sudan Sunday. Kenana production capacity 65M liters/yr. Has been exporting to Europe.
Tamil Nadu govt (India) to invest in 450K liter/yr ethanol distillery at co-op sugar mill. Also boosted sugarcane prices to boost production.
MIT researchers created solar cells that beat Shockley-Queisser efficiency limit (34%). Performed "proof of principle" of idea from '60s. Singlet exciton fission. Each photon can knock 2 electrons loose instead of normal 1. Using organic compound - "pentacene" - in organic cell to "coat" optical trapping scheme.
Carlos Slim looking to invest in Saud petrochem projects. (That's all he can think of?!)
Rising costs forcing BP to re-eval $10B "Mad Dog 2" project in Gulf of Mex. Was expected to start this year, oil flow before '20. Field est. 4B bls oil equiv.
Zinc Air ready to release their batt tech. Zinc-iron redox flow batt. ~6 months from 1st commercial project. Est. sales $16M this yr. $165M in follow-on projects. To market to micro-grid projects.
Greenbriar Capital (Canada) (GEBRF) to buy 80Mw Utah wind project. To incur at least 5% of total project cost by yearend to pick up fed subsidy.
Monarch Power (US) offering to buy AZ solar manufacturing plant Suntech (China) says it will close (43 jobs). Good fit to make Monarch's "flower power" Lotus Mobile solar units. 1.1Kw and 2.4Kw.
U of MD Med System, Constellation, BITHENERGY completed 3.66Mw solar project in MD. Constellation to own, sell power to UMMS.
Foxconn unit to make solar panels in Mexico for MEMC's Sun Ed. Up to 350Mw/yr production capacity. Sun Ed has 2.6Gw in projects pipe.
Showa Shell (Japan) unit, Development Bank of Japan to build 11.6Mw solar plant at Osaka airport. Solar Frontier panels.
Brazil plans to lower taxes, extend low-cost credit lines for ethanol producers to boost output, lower prices. Eth output to rise to 6.8B gal in current crop year just begun. Govt also raising eth blend next month to E25 from E20 now.
India to fund almost 1/3 of solar plant construction costs in next tranche. Seeking bids next month on 750Mw capacity. Offering grants of up to $46K/Mw.
BYD (China) (BYDDF) plans to issue ~20% of new shares to raise ~$500M. Up to 159M new shares. Buffett owns 10% now. BYD plans to abandon gasoline-powered vehicle lines next 2 yrs to go all electric.
UPS to buy 700 new LNG vehicles. Also to build 4 refueling stations by end of '14 for $18M. Worldwide they have over 1K NGVs and total alt fuel fleet of over 2.6K vehicles. EVs, hybrids, propane, CNG, biomethane.
Kyocera supplying solar modules to Provision Solar for rooftop installs at 8 auto dealers on Hawaii. 234Kw installed at 4 since Dec. Producing up to 100% of dealers' el needs.
Fed appeals court ruled EPA's retro veto of WV mountain top removal coal project under Clean Water Act was legal.
States, cities asking Supreme Court to review cross-state air pollution ruling.
Monsanto holding pond leaked millions of gallons in ID.
Breathing has become childhood health risk in China.
Bulgaria will back pesticide ban to protect bees.
TUESDAY OPEN
(stock #s in %)
Market up 128/33/13. Volume normal. Market betting ECB to cut rates. China manufacturing growth slowed. Oil: WTI down under $89, Brent down under $100. NG up to $4.33.
HIIT up 16, 2-day rebound off top (50-day) lines, back near highs. CERP up 16, back on 50-days. VECO up 15, supposedly on short squeeze, jump from bottom (200s) lines to near highs. LEDS up 12, off 50s to bottom 200. AMTX up 12 on yesterday's news of plant restart, jump to near top lines at open, double bottom. RVLT up 11, new high, up over 10x since Sept. LMRMF up 10, back over 50s. XDSL up 8 on news. ECTY up 8, day 2 of recovery from profit taking, back near highs. NENE up 5, climbing out. CREE up 3, new high, double since Oct. ZAAP up 2.
CSKH down 38. MMMW down 16. PTOS down 13 after yesterday's jump. SWET down 10, back to bottom 200. XSNX down 3. PSON down 1.
Market up 128/33/13. Volume normal. Market betting ECB to cut rates. China manufacturing growth slowed. Oil: WTI down under $89, Brent down under $100. NG up to $4.33.
HIIT up 16, 2-day rebound off top (50-day) lines, back near highs. CERP up 16, back on 50-days. VECO up 15, supposedly on short squeeze, jump from bottom (200s) lines to near highs. LEDS up 12, off 50s to bottom 200. AMTX up 12 on yesterday's news of plant restart, jump to near top lines at open, double bottom. RVLT up 11, new high, up over 10x since Sept. LMRMF up 10, back over 50s. XDSL up 8 on news. ECTY up 8, day 2 of recovery from profit taking, back near highs. NENE up 5, climbing out. CREE up 3, new high, double since Oct. ZAAP up 2.
CSKH down 38. MMMW down 16. PTOS down 13 after yesterday's jump. SWET down 10, back to bottom 200. XSNX down 3. PSON down 1.
Monday, April 22, 2013
MONDAY CLOSE
(stock #s in %)
Market up 19/27/7. Volume a tweak heavy. Naz back above 50-day lines. Oil: WTI up over $88, Brent up over $100. NG down to $4.27. Wealth fleeing Switzerland for Singapore. EU lifted Syria oil embargo to help rebs.
BLQNE up 132 on 306 shares. Huh. CSGH up 70 on 600. PWER up 56 and gone. Bought. IFXY up 42, up to 50s. WTWO up 33. GERS up 33. BLDW up 31, hit top 50, closed below. ZNNMF up 20, 3-day jump through 2 lines to bottom 50, almost up 50 in 3 days. Double bottom dealio looking like. CSKH up 20. SWET up 16, back over bottom 200 off of 50s. Looking like a buy. Another one to check out. BFRE up 12. INIS up 11. XIDE up 10 off recent plunge bottom. NENE up 6, they keep going up. ECTY up 5, turned around fall. CERP up 4, turned around too. LEDS up 1. RVLT, AMTX flat.
BHWX down 37. NGLPD down 28. DSTI down 20, new low. SENY down 18. Could be bottoming, though only 10% - maybe - of new comps make it past bankruptcy. Choosing those 10 out of 100 is what investing is all about. CRCL down 15. ASPW down 15, heading to July low. CABN down 14. ORYN down 12, back off 50s (bottom lines). BSRC down 11, back under 50s, maybe double bottom. NTCXF down 10, back down through 3 bottom lines. HIIT down 5. XSNX down 3. PSON, ZAAP down 2. PTOS down 1.
Market up 19/27/7. Volume a tweak heavy. Naz back above 50-day lines. Oil: WTI up over $88, Brent up over $100. NG down to $4.27. Wealth fleeing Switzerland for Singapore. EU lifted Syria oil embargo to help rebs.
BLQNE up 132 on 306 shares. Huh. CSGH up 70 on 600. PWER up 56 and gone. Bought. IFXY up 42, up to 50s. WTWO up 33. GERS up 33. BLDW up 31, hit top 50, closed below. ZNNMF up 20, 3-day jump through 2 lines to bottom 50, almost up 50 in 3 days. Double bottom dealio looking like. CSKH up 20. SWET up 16, back over bottom 200 off of 50s. Looking like a buy. Another one to check out. BFRE up 12. INIS up 11. XIDE up 10 off recent plunge bottom. NENE up 6, they keep going up. ECTY up 5, turned around fall. CERP up 4, turned around too. LEDS up 1. RVLT, AMTX flat.
BHWX down 37. NGLPD down 28. DSTI down 20, new low. SENY down 18. Could be bottoming, though only 10% - maybe - of new comps make it past bankruptcy. Choosing those 10 out of 100 is what investing is all about. CRCL down 15. ASPW down 15, heading to July low. CABN down 14. ORYN down 12, back off 50s (bottom lines). BSRC down 11, back under 50s, maybe double bottom. NTCXF down 10, back down through 3 bottom lines. HIIT down 5. XSNX down 3. PSON, ZAAP down 2. PTOS down 1.
STUFF
Earth Day 43. Furlough day for some at EPA. We've come a long way. And have a long way to go.
Deluge ended New Zealand's most widespread drought in 30 yrs.
FL 4th state to sue BP over Gulf spill.
Gorbachev complaining of world's "weak" response to climate change.
Backers halted NG pipeline project from PA to East Coast.
ND legislators seeking to cut NG flaring with tax breaks for oil producers.
Solar PV module industry revenues est. to decline 20% this year to $20.5B. Downturn expected to continue through '14, then turn up through '17 to $32B. Global capacity expanded by '11 to 45Gw/y, but only 29Gw sold in '12.
Annual spending on clean energy may rise to $630B by '30 from $190B last year: Bloomberg. But slower global econ growth, lower fossil fuel prices, weaker climate policies could bring it down to $470B.
Washington farmers expected to grow 67% more canola this year. Oregon 78% more. Idaho 45K more acres. Nationally, though, canola acreage expected to shrink 6% to 1.65M acres. Higher demand for biofuel feedstock, cooking oil.
Aemetis (Cal) (AMTX) transitioned 60Mgal/y corn ethanol plant to advanced biofuels - sorghum (milo). Started back up. Will save over $18M in feedstock costs. Added to $24M cash from RINs, subtract ~$8M for increased use of biogas gives ~$34M/yr increase in net cash flow. Cash flow value of stock then ~$6/share. Trading at 41 cents today. They bought plant in '12 for $15M cash, 11% stock. Plant cost $132M to build. Cost ~$5M to convert from corn to milo.
Algae research project by U Cal and Scripps Inst of Oceanography new harvest system processes up to 9K gal algae-laden water per minute @ 95% capture rate. Yileds up to 20% algae concentrations.
Malay comp bought 30Mg/y biodiesel plant for $11.5M. Online July.
VA Tech researchers succeeded in transforming cellulose into starch - amylose. Good source of dietary fiber. Decreases risk of obesity, diabetes. Cascading enzymes process takes cellulose from non-food plant material, converts ~30% to amylose. Remainder hydrolyzed into glucose suitable for ethanol production.
Chrysler to lose ~$10K on each batt-powered Fiat 500e it sells. Car's lith-ion batt pack delivers 111HP. 87 miles on single charge. $32,500 price. Then $7,500 fed tax cred plus various state creds. Meanwhile, Chrysler has developed 8, 9-speed transmissions that improve efficiency up to 30%.
EPA proposing rule aimed at curbing wastewater discharges laced with heavy metals, other toxins from coal, nuke power plants. Another rule pending on disposal of coal ash.
Supreme Court upheld ruling against Occidental over rainforest pollution.
Report: aviation's push for renewable fuels may cost enviro.
Fracking decision coming for George Washington National Forest.
DOE pledging $18M for pilot projects on "drop-in" biofuels for military.
US, Israeli scientists announced biofuels research collab.
Guard exchanged fire with someone outside Tenn reactor.
Decommissioning Wisc nuke plant to cost near $1B.
WY NG storage site exploded.
Chevron fighting Cal carbon mandate it helped create.
China ramping up subsidies for hybrids.
IAEA: Fukushima cleanup may take up to 40 yrs.
Intl Finance Corp planning to issue $1B/yr of Green Bonds. Resounding success of last month's $1B issue.
Germany's PNE Wind planning to issue $131M corp bond.
Hawaii pushing through legislation to set up new "green infrastructure authority". To make loans for rooftop solar installs repayed by el savings. Hawaii goal 70% of energy from clean/ren, conservation by '30.
New PNC Bank branch in FL 50% more efficient than existing branches. Expected to produce more energy than it uses. Bank has 119 LEED bldgs, more than any other comp in world. Goal to reduce energy use 30% by '20 (from '09).
Deluge ended New Zealand's most widespread drought in 30 yrs.
FL 4th state to sue BP over Gulf spill.
Gorbachev complaining of world's "weak" response to climate change.
Backers halted NG pipeline project from PA to East Coast.
ND legislators seeking to cut NG flaring with tax breaks for oil producers.
Solar PV module industry revenues est. to decline 20% this year to $20.5B. Downturn expected to continue through '14, then turn up through '17 to $32B. Global capacity expanded by '11 to 45Gw/y, but only 29Gw sold in '12.
Annual spending on clean energy may rise to $630B by '30 from $190B last year: Bloomberg. But slower global econ growth, lower fossil fuel prices, weaker climate policies could bring it down to $470B.
Washington farmers expected to grow 67% more canola this year. Oregon 78% more. Idaho 45K more acres. Nationally, though, canola acreage expected to shrink 6% to 1.65M acres. Higher demand for biofuel feedstock, cooking oil.
Aemetis (Cal) (AMTX) transitioned 60Mgal/y corn ethanol plant to advanced biofuels - sorghum (milo). Started back up. Will save over $18M in feedstock costs. Added to $24M cash from RINs, subtract ~$8M for increased use of biogas gives ~$34M/yr increase in net cash flow. Cash flow value of stock then ~$6/share. Trading at 41 cents today. They bought plant in '12 for $15M cash, 11% stock. Plant cost $132M to build. Cost ~$5M to convert from corn to milo.
Algae research project by U Cal and Scripps Inst of Oceanography new harvest system processes up to 9K gal algae-laden water per minute @ 95% capture rate. Yileds up to 20% algae concentrations.
Malay comp bought 30Mg/y biodiesel plant for $11.5M. Online July.
VA Tech researchers succeeded in transforming cellulose into starch - amylose. Good source of dietary fiber. Decreases risk of obesity, diabetes. Cascading enzymes process takes cellulose from non-food plant material, converts ~30% to amylose. Remainder hydrolyzed into glucose suitable for ethanol production.
Chrysler to lose ~$10K on each batt-powered Fiat 500e it sells. Car's lith-ion batt pack delivers 111HP. 87 miles on single charge. $32,500 price. Then $7,500 fed tax cred plus various state creds. Meanwhile, Chrysler has developed 8, 9-speed transmissions that improve efficiency up to 30%.
EPA proposing rule aimed at curbing wastewater discharges laced with heavy metals, other toxins from coal, nuke power plants. Another rule pending on disposal of coal ash.
Supreme Court upheld ruling against Occidental over rainforest pollution.
Report: aviation's push for renewable fuels may cost enviro.
Fracking decision coming for George Washington National Forest.
DOE pledging $18M for pilot projects on "drop-in" biofuels for military.
US, Israeli scientists announced biofuels research collab.
Guard exchanged fire with someone outside Tenn reactor.
Decommissioning Wisc nuke plant to cost near $1B.
WY NG storage site exploded.
Chevron fighting Cal carbon mandate it helped create.
China ramping up subsidies for hybrids.
IAEA: Fukushima cleanup may take up to 40 yrs.
Intl Finance Corp planning to issue $1B/yr of Green Bonds. Resounding success of last month's $1B issue.
Germany's PNE Wind planning to issue $131M corp bond.
Hawaii pushing through legislation to set up new "green infrastructure authority". To make loans for rooftop solar installs repayed by el savings. Hawaii goal 70% of energy from clean/ren, conservation by '30.
New PNC Bank branch in FL 50% more efficient than existing branches. Expected to produce more energy than it uses. Bank has 119 LEED bldgs, more than any other comp in world. Goal to reduce energy use 30% by '20 (from '09).
MONDAY OPEN
(stock #s in %)
Market mixed. Down down 58, Naz up 4, S&P down 2. Naz trying to hold 50-day lines. Volume heavy. Oil: WTI down under $88, Brent up over $99. NG down to $4.30.
BLQNE up 133 on 100 shares. Go figure. CSGH up 70 on 100 shs. Ditto. BLDW up 57, 2-day jump from bottom to 50 days. PWER up 56 on $1B takeover deal by ABB. NPWZ up 20. QTMM up 14, back to top (200-day) line all on 109 shs. INIS up 11. AMTX up 5, restarting 60Mg/y biofuels plant. On their bottom. NENE up 4, slowly climbing out. LEDS, ECTY up 1.
NGLPD down 28. AMLM down 22. SENY down 18, back to bottom. GSPI down 17. ALGXY down 9, new low. SWET down 7, sitting on bottom (50s) lines. ZAAP down 6, still above all lines. PSON down 4. CERP down 3. RVLT down 2, coming off high. HIIT down 2, also off highs. ORYN down 2, back below bottom (50s) lines. BWEN flat, selling idle wind turbine tower plant for $11.7M, at top (50s) lines.
Market mixed. Down down 58, Naz up 4, S&P down 2. Naz trying to hold 50-day lines. Volume heavy. Oil: WTI down under $88, Brent up over $99. NG down to $4.30.
BLQNE up 133 on 100 shares. Go figure. CSGH up 70 on 100 shs. Ditto. BLDW up 57, 2-day jump from bottom to 50 days. PWER up 56 on $1B takeover deal by ABB. NPWZ up 20. QTMM up 14, back to top (200-day) line all on 109 shs. INIS up 11. AMTX up 5, restarting 60Mg/y biofuels plant. On their bottom. NENE up 4, slowly climbing out. LEDS, ECTY up 1.
NGLPD down 28. AMLM down 22. SENY down 18, back to bottom. GSPI down 17. ALGXY down 9, new low. SWET down 7, sitting on bottom (50s) lines. ZAAP down 6, still above all lines. PSON down 4. CERP down 3. RVLT down 2, coming off high. HIIT down 2, also off highs. ORYN down 2, back below bottom (50s) lines. BWEN flat, selling idle wind turbine tower plant for $11.7M, at top (50s) lines.
Sunday, April 21, 2013
STUFF
Minnesota slipped from 5th to 7th among states with wind generation.
Ohio near 4x'd wind gen in '12.
OK lifted into 4th among states for wind power installs in '12.
Kansas went from 14th to 9th.
Pacific G&E announced "Enhanced Green Energy" option to give el customers opportunity to support 100% clean energy. Would provide customers with el from small, mid-sized solar projects in service area.
Xcel Energy's Wind Source Program - allows customers to buy wind energy - over 1Gwh since '83 - getting major push lately from business. Residential buying staying steady. Up 38% avg last 5 yrs.
Largest solar farm in Delaware - 15Mw - turned on. 43.8Mw now installed in state. juwi solar (Germany) bought the partly-developed project last year, finished it out. $50M cost.
ReneSola (SOL) won 1.8Mw Roswell, NM contract to supply solar panels. S&C El to build farm.
Idaho Power says solar won't be significant part of their power mix for next 20 yrs unless costs come down. Others say customers will put up capital for solar installs if IP will work with them. IP wanting to meet much of demand growth next 2 decades from building transmission line to bring in power from Oregon, Washington. Also looking at new NG-fired power plants and increased efficiency. Proposing raising costs, limiting reimbursements for some solar-generating customers.
KY Power's first step to diversify power from coal a 58Mw biomass plant proposal. Wood feedstock. 7% add to rates when online in '17.
Since '88, Alaska oil production down 73%. If North Slope production falls below 350Kb/d, AK could be forced to shut down pipeline. Way things going, could happen before '20.
AMEC (Atlanta) completed 1st 17Mw of Foothills solar plant near Yuma. 1st ever solar on AZ State Trust Land. Remaining 18Mw online by end of '14.
Ohio near 4x'd wind gen in '12.
OK lifted into 4th among states for wind power installs in '12.
Kansas went from 14th to 9th.
Pacific G&E announced "Enhanced Green Energy" option to give el customers opportunity to support 100% clean energy. Would provide customers with el from small, mid-sized solar projects in service area.
Xcel Energy's Wind Source Program - allows customers to buy wind energy - over 1Gwh since '83 - getting major push lately from business. Residential buying staying steady. Up 38% avg last 5 yrs.
Largest solar farm in Delaware - 15Mw - turned on. 43.8Mw now installed in state. juwi solar (Germany) bought the partly-developed project last year, finished it out. $50M cost.
ReneSola (SOL) won 1.8Mw Roswell, NM contract to supply solar panels. S&C El to build farm.
Idaho Power says solar won't be significant part of their power mix for next 20 yrs unless costs come down. Others say customers will put up capital for solar installs if IP will work with them. IP wanting to meet much of demand growth next 2 decades from building transmission line to bring in power from Oregon, Washington. Also looking at new NG-fired power plants and increased efficiency. Proposing raising costs, limiting reimbursements for some solar-generating customers.
KY Power's first step to diversify power from coal a 58Mw biomass plant proposal. Wood feedstock. 7% add to rates when online in '17.
Since '88, Alaska oil production down 73%. If North Slope production falls below 350Kb/d, AK could be forced to shut down pipeline. Way things going, could happen before '20.
AMEC (Atlanta) completed 1st 17Mw of Foothills solar plant near Yuma. 1st ever solar on AZ State Trust Land. Remaining 18Mw online by end of '14.
Saturday, April 20, 2013
STUFF
Well, we are minus 2 terrorists. Though 1 so far left to answer questions. Home grown in Boston. What happened to make those guys go over the edge? Lots of questions. Like, after running over his brother, how did #2 get outside the perimeter? What a show, though. 5 days. Not the 11 years it took to get bin laden. We're getting pretty better. Course, they were crazy stupid not to get the hell out of Boston or the country. But way to go USA and Boston. And let's pray for some comfort for our fellow families who lost someone dear or those injured Monday or later on.
Next marathon in London.
On to regular stuff.
Egypt asking Russia to help fulfill NG supply contracts with Europe.
Google says utilities should offer large customers more options for using clean energy. "Need new tariff structure that allows comps to request, buy clean energy directly from utilities."
Toshiba plans to develop ~100Mw of solar projects in Japan with Sun Ed (MEMC).
Enel Green Power (Italy) to invest $105M in Romania solar parks next 4 yrs. Total cap 55Mw.
Cummins broke ground on New Emissions Solutions plant in Germany. To design, make selective catalytic reduction dosing systems for diesel engines. Completion by '15.
Volkswagen launched enviro initiative in China. Over 2/3 of 9.8B Euro to be invested by '15 in high efficiency products, resource conserving production. Largest investment program in China's auto history. 7 new plants, 5 to start production this year.
FCEL ramping up to 70Mw run rate by May 1. Up 25%. Demand from 15Mw fuel cell park in Conn, overseas, strong project pipeline.
Mississippi 3rd state to sue BP over GOM spill.
Bonneville Power plan would share cost of wind power shutdowns. Cost would be ~$10M up to $50M with extreme peak spring runoff. Iberdrola says proposal "not there yet ... for fair, lawful solution for region."
1st landfill methane-to-el project in OK. American Environmental Landfill's 3.2Mw, $8M plant. 2 20-cylinder Caterpillar engines power generator. 70 acre site can expand to 210 for 5Mw. Landfill produces ~1,350CF meth/minute. Montauk Energy developed.
EPA list of "greenest" comps/agencies. 1, Intel. 2, Microsoft. 3, Kohl's. 4, Whole Foods. 5, Walmart. 6, DOE. 7, Staples. 8, Starbucks. 9, Lockheed Martin. 10, Apple.
US solar industry puts people to work in all 50 US states. Cal has more solar workers than actors. TX more solar workers than ranchhands. More solar workers in US than coal miners.
Next marathon in London.
On to regular stuff.
Egypt asking Russia to help fulfill NG supply contracts with Europe.
Google says utilities should offer large customers more options for using clean energy. "Need new tariff structure that allows comps to request, buy clean energy directly from utilities."
Toshiba plans to develop ~100Mw of solar projects in Japan with Sun Ed (MEMC).
Enel Green Power (Italy) to invest $105M in Romania solar parks next 4 yrs. Total cap 55Mw.
Cummins broke ground on New Emissions Solutions plant in Germany. To design, make selective catalytic reduction dosing systems for diesel engines. Completion by '15.
Volkswagen launched enviro initiative in China. Over 2/3 of 9.8B Euro to be invested by '15 in high efficiency products, resource conserving production. Largest investment program in China's auto history. 7 new plants, 5 to start production this year.
FCEL ramping up to 70Mw run rate by May 1. Up 25%. Demand from 15Mw fuel cell park in Conn, overseas, strong project pipeline.
Mississippi 3rd state to sue BP over GOM spill.
Bonneville Power plan would share cost of wind power shutdowns. Cost would be ~$10M up to $50M with extreme peak spring runoff. Iberdrola says proposal "not there yet ... for fair, lawful solution for region."
1st landfill methane-to-el project in OK. American Environmental Landfill's 3.2Mw, $8M plant. 2 20-cylinder Caterpillar engines power generator. 70 acre site can expand to 210 for 5Mw. Landfill produces ~1,350CF meth/minute. Montauk Energy developed.
EPA list of "greenest" comps/agencies. 1, Intel. 2, Microsoft. 3, Kohl's. 4, Whole Foods. 5, Walmart. 6, DOE. 7, Staples. 8, Starbucks. 9, Lockheed Martin. 10, Apple.
US solar industry puts people to work in all 50 US states. Cal has more solar workers than actors. TX more solar workers than ranchhands. More solar workers in US than coal miners.
FRIDAY CLOSE
(stock #'s in %)
Market up 10/39/13. Volume heavy, but options Friday. Naz back to 50-day lines. Oil: WTI up to $88, Brent up over $99. NG up to $4.40.
WWPW up 260, the bounce back from day before to where it was. VNDB up 100. NGLPD up 86, back to 50s. PTOS up 43, leap off top (200-days) lines. SENY up 40, bottom to bottom (50s) lines. CRCL up 35 off bottom. CSOL up 34, jump over bottom (50s) lines. AEHI up 20. APWR up 17. ASIUF up 13. AWSL up 13, jump over 50's, just under top 200. FNVRF up 12. CSGH up 11. GWBU up 11. RVLT up 8, hit new high. NENE up 4, staying above the lines. NTCXF up 2, right on bottom 200, above 50s.
WTWO down 25. CRGE down 23. CABN down 18. ORYN down 16, fall off 50s (bottom lines). XSDL down 14. CERP down 13, back below 50's. EVSI down 12, back under top 200 and 50s. GRPH down 12. AMTX down 11, back to bottom. AMPD down 11, come back toward top lines. QTMM down 11, back below bottom (200) line. PRHL down 10. HIIT down 10, off the highs. ECTY down 7, profit taking. PSON down 1.
Market up 10/39/13. Volume heavy, but options Friday. Naz back to 50-day lines. Oil: WTI up to $88, Brent up over $99. NG up to $4.40.
WWPW up 260, the bounce back from day before to where it was. VNDB up 100. NGLPD up 86, back to 50s. PTOS up 43, leap off top (200-days) lines. SENY up 40, bottom to bottom (50s) lines. CRCL up 35 off bottom. CSOL up 34, jump over bottom (50s) lines. AEHI up 20. APWR up 17. ASIUF up 13. AWSL up 13, jump over 50's, just under top 200. FNVRF up 12. CSGH up 11. GWBU up 11. RVLT up 8, hit new high. NENE up 4, staying above the lines. NTCXF up 2, right on bottom 200, above 50s.
WTWO down 25. CRGE down 23. CABN down 18. ORYN down 16, fall off 50s (bottom lines). XSDL down 14. CERP down 13, back below 50's. EVSI down 12, back under top 200 and 50s. GRPH down 12. AMTX down 11, back to bottom. AMPD down 11, come back toward top lines. QTMM down 11, back below bottom (200) line. PRHL down 10. HIIT down 10, off the highs. ECTY down 7, profit taking. PSON down 1.
Friday, April 19, 2013
STUFF
Fisker spent $660K on each $103K plug-in car. (Smart business, A?)
Area of continental US in moderate or worse drought dipped below 50% 1st time in nearly a year.
Expert: clean/renewable subsidies should be cut to save EU carbon market.
China absorbing lessons from EU while drafting its own emissions trading legislation.
Pipeline giant Kinder Morgan tripled Q profits.
Next Era proposing to shrink Blythe solar project in Cal by over 1/2 from initial 1Gw in shift to PV solar last year from CSP. They're evaluating both thin-film and PV, fixed-tilt and single axis tracking. FSLR already working with Next Era on 550Mw project in Cal.
Recent IRS ruling that storage batts for solar systems qualify for 30% tax credit. But limits on credit if batt can also store grid power.
Germany to subsidize solar energy storage in $32.6M program. 660 Euros/Kw of storage cap. Program begins May 1. Funds should be quickly depleted.
3Gw 12-yr solar project in Cal's San Joaquin Valley gone from drawing boards to review process. To be built on ag lands contaminated by selenium, salt from yrs of irrigation or drainage-impaired soils.
San Antonio city utility CPS Energy's new project - "Sun Credit" - will charge solar customers for all el they use, incuding what they produce from their own solar arrays, then credit back their solar elgen @ 5.6 cents/Kwh. Means existing, future solar installs that might otherwise pay for themselves in 10 yrs will now take 15+ yrs. In Austin, a similar program, but 12.8 cents/Kwh payback for solar.
Total production by top 5 oil majors down 25% since '04.
Ceres (Cal) net loss $9M in Q ended Feb 28 v. $6.8M loss last yr.
Cereplast (Cal) $30M loss for '12. Projecting profit next year, possibly this year.
Carbios signed 7M Euro strategic collab with INRA in France. Plastic waste recovery, bio plastics, bio polymers.
Chinese comps forbidden from investing in oil sands. But CNOOC bought Nexen for $15B.
Helius Energy opened new biomass power plant in Scotland. Will create energy using byproducts from local single malt whiskey distillery. 8.23Mw combined heat and power plant. 60.5M Pound cost.
New plasma tech could revolutionize energy generation, storage. Engineers at U of MO designed way to create, control plasma in atmos. Plasma the 4th state of matter after solid, liquid, gas. (Eg. fire, lightning, sun.) Their breakthrough allows plasma to hold itself together while it travels through regular air with no containment.
Anadarko announced discovery of huge NG field off Mozambique coast. Plans to drill 2 new wells.
1st of 4 generators at E China nuke plant online. 1Gw. Increases Fuijan's clean elgen to 45% from 42%. Construction began in '08. China has 15 nuke plants in op, total cap 12.5Gw. 32Gw under construction.
Masdar (UAE) turned on Africa's largest solar PV plant project. $32M, 15Mw plant in Mauritania. 10% of Mauritania elgen cap. Their grid mostly powered by diesel. 144Mw. Energy demand increasing 12%/y. Masdar developing 6Mw wind farm on Seychelles, project in Afghanistan to supply 600 homes with solar and 500Kw solar project in Tonga.
Area of continental US in moderate or worse drought dipped below 50% 1st time in nearly a year.
Expert: clean/renewable subsidies should be cut to save EU carbon market.
China absorbing lessons from EU while drafting its own emissions trading legislation.
Pipeline giant Kinder Morgan tripled Q profits.
Next Era proposing to shrink Blythe solar project in Cal by over 1/2 from initial 1Gw in shift to PV solar last year from CSP. They're evaluating both thin-film and PV, fixed-tilt and single axis tracking. FSLR already working with Next Era on 550Mw project in Cal.
Recent IRS ruling that storage batts for solar systems qualify for 30% tax credit. But limits on credit if batt can also store grid power.
Germany to subsidize solar energy storage in $32.6M program. 660 Euros/Kw of storage cap. Program begins May 1. Funds should be quickly depleted.
3Gw 12-yr solar project in Cal's San Joaquin Valley gone from drawing boards to review process. To be built on ag lands contaminated by selenium, salt from yrs of irrigation or drainage-impaired soils.
San Antonio city utility CPS Energy's new project - "Sun Credit" - will charge solar customers for all el they use, incuding what they produce from their own solar arrays, then credit back their solar elgen @ 5.6 cents/Kwh. Means existing, future solar installs that might otherwise pay for themselves in 10 yrs will now take 15+ yrs. In Austin, a similar program, but 12.8 cents/Kwh payback for solar.
Total production by top 5 oil majors down 25% since '04.
Ceres (Cal) net loss $9M in Q ended Feb 28 v. $6.8M loss last yr.
Cereplast (Cal) $30M loss for '12. Projecting profit next year, possibly this year.
Carbios signed 7M Euro strategic collab with INRA in France. Plastic waste recovery, bio plastics, bio polymers.
Chinese comps forbidden from investing in oil sands. But CNOOC bought Nexen for $15B.
Helius Energy opened new biomass power plant in Scotland. Will create energy using byproducts from local single malt whiskey distillery. 8.23Mw combined heat and power plant. 60.5M Pound cost.
New plasma tech could revolutionize energy generation, storage. Engineers at U of MO designed way to create, control plasma in atmos. Plasma the 4th state of matter after solid, liquid, gas. (Eg. fire, lightning, sun.) Their breakthrough allows plasma to hold itself together while it travels through regular air with no containment.
Anadarko announced discovery of huge NG field off Mozambique coast. Plans to drill 2 new wells.
1st of 4 generators at E China nuke plant online. 1Gw. Increases Fuijan's clean elgen to 45% from 42%. Construction began in '08. China has 15 nuke plants in op, total cap 12.5Gw. 32Gw under construction.
Masdar (UAE) turned on Africa's largest solar PV plant project. $32M, 15Mw plant in Mauritania. 10% of Mauritania elgen cap. Their grid mostly powered by diesel. 144Mw. Energy demand increasing 12%/y. Masdar developing 6Mw wind farm on Seychelles, project in Afghanistan to supply 600 homes with solar and 500Kw solar project in Tonga.
FRIDAY OPEN
(stock #s in %)
Market well mixed. Dow down 47, Naz up 29, S&P up 7. Volume double normal for options Friday. Oil: WTI up over $88, Brent up over $99. NG down to $4.38.
The usual suspects for opts Friday. WWPW up 256, after yesterday's plunge, right back where they were the day before, just under 200-day lines on 15K shares. VNDB up 100. NGLPD up 86, back to 50-days on 7K shares. CSGH up 58 on 100 shs. PTOS up 21, climb out above top lines on 1.8K shs. AEHI up 20, above 50s on 5K. APWR up 17 on 1K. DSTI up 14, down run since Feb. RVLT up 14, new high, up 10x since Sept. ASIUF up 13, down yesterday. GWBU up 13. LEDS up 7, back up off bottom 50. NTCXF up 2, up to bottom 200. NENE up 1.
BHWX down 38 on a few thousand shares. WTWO down 25. AMPD down 14 after 2-day jump over top lines. GRPH down 12, couldn't punch through 50s 2 days ago. ASPW down 12, going down last 12 months. CERP down 10, I would think the profit taking over. XSNX down 10, rejected by 50s again. ECTY down 7 on more profit taking. PSON down 2.
Market well mixed. Dow down 47, Naz up 29, S&P up 7. Volume double normal for options Friday. Oil: WTI up over $88, Brent up over $99. NG down to $4.38.
The usual suspects for opts Friday. WWPW up 256, after yesterday's plunge, right back where they were the day before, just under 200-day lines on 15K shares. VNDB up 100. NGLPD up 86, back to 50-days on 7K shares. CSGH up 58 on 100 shs. PTOS up 21, climb out above top lines on 1.8K shs. AEHI up 20, above 50s on 5K. APWR up 17 on 1K. DSTI up 14, down run since Feb. RVLT up 14, new high, up 10x since Sept. ASIUF up 13, down yesterday. GWBU up 13. LEDS up 7, back up off bottom 50. NTCXF up 2, up to bottom 200. NENE up 1.
BHWX down 38 on a few thousand shares. WTWO down 25. AMPD down 14 after 2-day jump over top lines. GRPH down 12, couldn't punch through 50s 2 days ago. ASPW down 12, going down last 12 months. CERP down 10, I would think the profit taking over. XSNX down 10, rejected by 50s again. ECTY down 7 on more profit taking. PSON down 2.
Thursday, April 18, 2013
THURSDAY CLOSE
(stock #s in %)
Market down 81/38/10. Volume a little heavy. Options Friday tomorrow. Oil: WTI up over $88, Brent up over $99. NG up to $4.41. IMF: US austerity may be too much too fast.
WTWO up 100. USEI up 55. Bottoming out? Not much volume. AMPD up 25, pullout from top lines. GSPI up 21. ZAAP up 15, climbing out from top lines. NTCXF up 14, back to top 50-day line. EVSI up 14, up to top (50-day) line. AMEL up 12. NFEC up 12, double bottom climb out? QTMM up 11, up to top (200-day) line. ECOS up 10, up to bottom (50) line. RVLT up 9, heading back to recent tops. ZNNMF up 9, back to bottom (200) line. XSNX up 7, up close to bottom (50s) lines. TSLA up 3, new high. Took off in Nov, not looking back yet.
WWPW down 66, fell off bottom (50) lines. CSGH down 47, ditto. BLQN down 43, ditto. SLMU down 37. AEHI down 33. CRCL down 26, on bottom. NGLPD down 23, bottom. NPWZ down 17. BOPO down 16, new low. AWSL, EWRL down 15. AWSL back to bottom 200 from top 200. CERP down 14 on the profit taking. SWET down 14, fell under bottom 200, still above 50s. LEXG down 14, bottom. HOKU down 12. SENY down 12, double bottom? ASIUF down 11. CPWY down 11. DSTI down 11. GWBU down 11. BFRE down 10. ECTY down 8, hit new high in morning. Sell, triple since Jan. NENE down 7, coming back to top lines. HIIT down 5, topping out? PSON down 2. LEDS down 2, back on top 50.
Market down 81/38/10. Volume a little heavy. Options Friday tomorrow. Oil: WTI up over $88, Brent up over $99. NG up to $4.41. IMF: US austerity may be too much too fast.
WTWO up 100. USEI up 55. Bottoming out? Not much volume. AMPD up 25, pullout from top lines. GSPI up 21. ZAAP up 15, climbing out from top lines. NTCXF up 14, back to top 50-day line. EVSI up 14, up to top (50-day) line. AMEL up 12. NFEC up 12, double bottom climb out? QTMM up 11, up to top (200-day) line. ECOS up 10, up to bottom (50) line. RVLT up 9, heading back to recent tops. ZNNMF up 9, back to bottom (200) line. XSNX up 7, up close to bottom (50s) lines. TSLA up 3, new high. Took off in Nov, not looking back yet.
WWPW down 66, fell off bottom (50) lines. CSGH down 47, ditto. BLQN down 43, ditto. SLMU down 37. AEHI down 33. CRCL down 26, on bottom. NGLPD down 23, bottom. NPWZ down 17. BOPO down 16, new low. AWSL, EWRL down 15. AWSL back to bottom 200 from top 200. CERP down 14 on the profit taking. SWET down 14, fell under bottom 200, still above 50s. LEXG down 14, bottom. HOKU down 12. SENY down 12, double bottom? ASIUF down 11. CPWY down 11. DSTI down 11. GWBU down 11. BFRE down 10. ECTY down 8, hit new high in morning. Sell, triple since Jan. NENE down 7, coming back to top lines. HIIT down 5, topping out? PSON down 2. LEDS down 2, back on top 50.
STUFF
Switch Lighting LED bulbs have "LQD" cooling system. Bathes LED with liquid silicone. Liquid also diffuses light over bulb surface. Much harder to break than incandescent, fluorescent (don't want to get liquid into socket). 60w equivalent $50.
EU may ease embargo on Syrian oil exports to enable govt opposition-held areas with oil resources to develop econ base.
10 states, DC, NYC threaten to sue EPA for blowing deadline for new emission rules for new power plants.
IEA: coal-fired elgen worldwide rose 45% '00-'10. Non-fossil elgen grew 25%.
World Bank chief: Kosovo has right to coal-fired power plant.
Study: fossil fuel phase out won't impede US grid reliability.
EIA: US energy independence could be reached by '35 by fuel switching, mileage efficiency improvements, new batt techs and a lot more domestic oil, gas, biofuels production.
GE rolled out "LNG in a box" for gas stations.
India PM vows to double clean/renewable energy to 55Gw next 4 yrs. Also called for intl solar R&D center.
Louisiana PSC decided not to dismantle net metering. But decision may be back up for vote in May.
Global hydropower up 30GW in '12. Pumped storage added 2-3Gw. Global wind power cap up 45Gw in '12, 10% increase from '11.
Bio Gasol delivered 1st commercial "Carbofrac" biomass pretreatment system to Sweetwater Energy. Cost efficient, highly controlled conversion of lignocellulosic materials - ag waste, wood, etc. - into highly fermentable sugars for production of biofuels, plastics, chems. Processes 100kg dry biomass/hour.
LS9 expanding ops at FL fermentation demo plant. Initial run at 135K liter scale for biodiesel in 3Q12.
Lignol Energy (Can) investing over $1M in restart of Territory Biofuels (Australia) 150M liter/yr biodiesel, glycerine refinery in Darwin. Lignol could get 20-40% stake in TB.
Argentina to boost blend mandate to B10 June 1. Now B7.
NM petrol marketers to seek 3rd 6-month waiver of B5 blend mandate before May 1.
Deal to sell Heron Lake Bioenergy (MN) to Guardian Energy fell through. Comp has to go back to investors - many local farmers - to bail out $37M debt. Comp lost $33M last yr.
N Sea drilling revival this year. $7B investment by Statoil in largest single offshore N Sea project in over 10 yrs. Oil&Gas UK expecting 470M bls HC production in '13, 5x that of last 3 yrs. 2Mb/d should be pumped from N Sea by '17. Fracking ops also eyed for Sea. Trap Oil to begin drilling. '12 investment in UK oil/gas 11.4B Pounds. This year already 13B. BP, Shell, Chevron, Conoco JV also starting $500M appraisal drilling in Atlantic of est. 8B bls.
Rosneft, Exxon considering $15B investment in LNG plant, infra near Vladivostok. 15M tons/yr. Onstream in '18. Exxon JV has NG resource offshore Pacific Russia. Rosneft has Siberian gas, may go into Pacific.
Researchers at U of IL Urbana announced breakthrough microbatt tech. Charges 1Kx faster than current tech. Driver could use cellphone powered by it to jump start dead car batt, then instantly recharge phone. Lith-ion. Power density 2Kx higher than other microbatts. $32 for copy of paper assures the tech has already left the US.
Exxon's Pegasus pipeline ruptured 2 weeks ago. Contaminated water leaked into lake (local drinking water source). Local residents fell ill from fumes. Lawsuits filed. Severe thunderstorm complicated clean-up. Exxon has tried to intimidate local media to block coverage. Now say they will buy the worst affected houses.
China raised $65B in '12 for clean energy projects, ~20% better than '11. US down 37% in '12 to $35B. Germany $22.8B. Globally $269B, down 11%.
Chevron Energy Solutions broke ground on >500Kw solar PV project at Hartnell College (Cal). Online July. Expected to reduce el use from grid over 90%, save $11M over project life. To be used in school's engineering program.
Advanced energy CEOs say US could spur faster industry growth if policy was designed to maintain market stability, create level playing field, support broad innovation portfolio, limit duration of incentives, solve broad problems instead of prescribe narrow solutions. Advanced energy a $1T global mart. US revs up 19% in '12.
Kenya Power plans to spend over $1.19B next 5 yrs to boost el supply. Power outages have surged since start of unusual heavy rains, winds 2 wks ago. They want to take many overhead lines underground around capitol. Want to go with smart grid. 33% of population has el access.
RES (UK) started construction on 250Mw Kansas wind farm owned by GE, Enel (Italy). 135 GE turbines. Alabama Power to buy "most" of power for 20 yrs. $370M project. December completion.
LDK Solar (China) slashed workforce by over 1/4, reduced manufacturing cap 89%. $3B debt. Close to getting $320M credit line. Cash reserves $98M. $240M debt due June 3.
German solar, wind generation record 36Gw combined cap exceeded fossil fuel elgen today.
National Trust (UK) to spend $5.3M in next year to build 5 clean/ren test plants. Wants 1/2 clean/ren power by '20. They spend over 6M Pounds/yr on power, HVAC.
8 solar projects using FSLR modules already built on former Soviet military base in Germany got $200M bank finance. 128.4Mw total. Grid connect "near term".
Enlighted (Cal), provider of lighting control systems for bldgs, got $20M from 3rd round VC funds. Lighting uses ~19% of global elgen. Demand expected to increase 80% by '30. Enlighted systems can reduce costs up to 75%. Their systems in ~10M sq ft of comm real estate already, ~2x gain last 5 months.
San Diego GE to buy 62Mw cap from 5 wind, solar projects in Cal.
Unilever's sustainability program saved $395M since '08. Cut over 1M tons CO2 emiss. Widespread combined heat, power systems. Biomass boilers. Regional transport hubs.
Testimony wrapped up in BP Gulf spill trial.
Fire at TX refinery injured 12. At least 5 dead, almost 200 injured in TX fertilizer plant explosion.
GM: new Chev diesel more efficient than some hybrids.
Solar World (Germany) expects more losses.
EU may ease embargo on Syrian oil exports to enable govt opposition-held areas with oil resources to develop econ base.
10 states, DC, NYC threaten to sue EPA for blowing deadline for new emission rules for new power plants.
IEA: coal-fired elgen worldwide rose 45% '00-'10. Non-fossil elgen grew 25%.
World Bank chief: Kosovo has right to coal-fired power plant.
Study: fossil fuel phase out won't impede US grid reliability.
EIA: US energy independence could be reached by '35 by fuel switching, mileage efficiency improvements, new batt techs and a lot more domestic oil, gas, biofuels production.
GE rolled out "LNG in a box" for gas stations.
India PM vows to double clean/renewable energy to 55Gw next 4 yrs. Also called for intl solar R&D center.
Louisiana PSC decided not to dismantle net metering. But decision may be back up for vote in May.
Global hydropower up 30GW in '12. Pumped storage added 2-3Gw. Global wind power cap up 45Gw in '12, 10% increase from '11.
Bio Gasol delivered 1st commercial "Carbofrac" biomass pretreatment system to Sweetwater Energy. Cost efficient, highly controlled conversion of lignocellulosic materials - ag waste, wood, etc. - into highly fermentable sugars for production of biofuels, plastics, chems. Processes 100kg dry biomass/hour.
LS9 expanding ops at FL fermentation demo plant. Initial run at 135K liter scale for biodiesel in 3Q12.
Lignol Energy (Can) investing over $1M in restart of Territory Biofuels (Australia) 150M liter/yr biodiesel, glycerine refinery in Darwin. Lignol could get 20-40% stake in TB.
Argentina to boost blend mandate to B10 June 1. Now B7.
NM petrol marketers to seek 3rd 6-month waiver of B5 blend mandate before May 1.
Deal to sell Heron Lake Bioenergy (MN) to Guardian Energy fell through. Comp has to go back to investors - many local farmers - to bail out $37M debt. Comp lost $33M last yr.
N Sea drilling revival this year. $7B investment by Statoil in largest single offshore N Sea project in over 10 yrs. Oil&Gas UK expecting 470M bls HC production in '13, 5x that of last 3 yrs. 2Mb/d should be pumped from N Sea by '17. Fracking ops also eyed for Sea. Trap Oil to begin drilling. '12 investment in UK oil/gas 11.4B Pounds. This year already 13B. BP, Shell, Chevron, Conoco JV also starting $500M appraisal drilling in Atlantic of est. 8B bls.
Rosneft, Exxon considering $15B investment in LNG plant, infra near Vladivostok. 15M tons/yr. Onstream in '18. Exxon JV has NG resource offshore Pacific Russia. Rosneft has Siberian gas, may go into Pacific.
Researchers at U of IL Urbana announced breakthrough microbatt tech. Charges 1Kx faster than current tech. Driver could use cellphone powered by it to jump start dead car batt, then instantly recharge phone. Lith-ion. Power density 2Kx higher than other microbatts. $32 for copy of paper assures the tech has already left the US.
Exxon's Pegasus pipeline ruptured 2 weeks ago. Contaminated water leaked into lake (local drinking water source). Local residents fell ill from fumes. Lawsuits filed. Severe thunderstorm complicated clean-up. Exxon has tried to intimidate local media to block coverage. Now say they will buy the worst affected houses.
China raised $65B in '12 for clean energy projects, ~20% better than '11. US down 37% in '12 to $35B. Germany $22.8B. Globally $269B, down 11%.
Chevron Energy Solutions broke ground on >500Kw solar PV project at Hartnell College (Cal). Online July. Expected to reduce el use from grid over 90%, save $11M over project life. To be used in school's engineering program.
Advanced energy CEOs say US could spur faster industry growth if policy was designed to maintain market stability, create level playing field, support broad innovation portfolio, limit duration of incentives, solve broad problems instead of prescribe narrow solutions. Advanced energy a $1T global mart. US revs up 19% in '12.
Kenya Power plans to spend over $1.19B next 5 yrs to boost el supply. Power outages have surged since start of unusual heavy rains, winds 2 wks ago. They want to take many overhead lines underground around capitol. Want to go with smart grid. 33% of population has el access.
RES (UK) started construction on 250Mw Kansas wind farm owned by GE, Enel (Italy). 135 GE turbines. Alabama Power to buy "most" of power for 20 yrs. $370M project. December completion.
LDK Solar (China) slashed workforce by over 1/4, reduced manufacturing cap 89%. $3B debt. Close to getting $320M credit line. Cash reserves $98M. $240M debt due June 3.
German solar, wind generation record 36Gw combined cap exceeded fossil fuel elgen today.
National Trust (UK) to spend $5.3M in next year to build 5 clean/ren test plants. Wants 1/2 clean/ren power by '20. They spend over 6M Pounds/yr on power, HVAC.
8 solar projects using FSLR modules already built on former Soviet military base in Germany got $200M bank finance. 128.4Mw total. Grid connect "near term".
Enlighted (Cal), provider of lighting control systems for bldgs, got $20M from 3rd round VC funds. Lighting uses ~19% of global elgen. Demand expected to increase 80% by '30. Enlighted systems can reduce costs up to 75%. Their systems in ~10M sq ft of comm real estate already, ~2x gain last 5 months.
San Diego GE to buy 62Mw cap from 5 wind, solar projects in Cal.
Unilever's sustainability program saved $395M since '08. Cut over 1M tons CO2 emiss. Widespread combined heat, power systems. Biomass boilers. Regional transport hubs.
Testimony wrapped up in BP Gulf spill trial.
Fire at TX refinery injured 12. At least 5 dead, almost 200 injured in TX fertilizer plant explosion.
GM: new Chev diesel more efficient than some hybrids.
Solar World (Germany) expects more losses.
THURSDAY OPEN
(stock #s in %)
Market down 39/19/4. Volume a little heavy. Naz fell below 50-day lines, S&P is at them, Dow still above. Oil: WTI up above $87, Brent steady under $98. NG $4.19. March US leading indicators down .1%. Philly factory index fell.
VNDB up 100. PSPW up 19, bottoming maybe. APWR up 17. AMBT up 13 on 200 shares, back toward 50s (bottom lines). ZNNMF up 11, back to bottom (200) line after yesterday's plunge. NTCXF up 10, back to bottom (50) line. Called that a buy yesterday morn. ZAAP up 3 on 200 shares, staying up over top line. RVLT up 2, hanging in near highs.
CPWY down 51, back to bottom. ENSL down 33, fell below bottom (200) line. NGLPD down 23 on 2K shs, falling to bottom. BOPO down 16, new low. CERP down 16 in profit taking after yesterday's jump, fall back to 50s. AWSL down 15, back to bottom (200) line from top (200) line yesterday. NPWZ down 13. ABAT down 11. NENE down 5. PSON down 2.
Market down 39/19/4. Volume a little heavy. Naz fell below 50-day lines, S&P is at them, Dow still above. Oil: WTI up above $87, Brent steady under $98. NG $4.19. March US leading indicators down .1%. Philly factory index fell.
VNDB up 100. PSPW up 19, bottoming maybe. APWR up 17. AMBT up 13 on 200 shares, back toward 50s (bottom lines). ZNNMF up 11, back to bottom (200) line after yesterday's plunge. NTCXF up 10, back to bottom (50) line. Called that a buy yesterday morn. ZAAP up 3 on 200 shares, staying up over top line. RVLT up 2, hanging in near highs.
CPWY down 51, back to bottom. ENSL down 33, fell below bottom (200) line. NGLPD down 23 on 2K shs, falling to bottom. BOPO down 16, new low. CERP down 16 in profit taking after yesterday's jump, fall back to 50s. AWSL down 15, back to bottom (200) line from top (200) line yesterday. NPWZ down 13. ABAT down 11. NENE down 5. PSON down 2.
Wednesday, April 17, 2013
STUFF
Antarctica summer ice melt up 10x over last 1K yrs. Most in last several decades.
Group suing Cal over cap and trade program.
EU funding climate change resilience projects in Senegal.
Australia LNG exports spurring coal-seam NG production.
EIA: US oil shipments to China a "fluke".
Drillers backing out from Ohio amid flagging oil prospects.
Xcel Energy to build 3 new NG-fired power plants.
IEA: drive to clean up world's energy system has "stalled". Avg unit of energy produced today basically as dirty as 20 yrs ago. Carbon intensity 2.39 tons CO2 oil equivalent in '90. 2.37 in '10. 2/3 of GHG emissions come from power gen.
Clean energy investments worldwide down 22% 1Q13 to $40.6B. Lowest level in 4 yrs. US down 54%, Europe down 25%, China down 15%. Asia (sans India, China) up 47% to $10.1B. Asset finance for utility-scale projects down 34% to $19.3B. VC, private equity funds for clean E down 29% yoy to $1.3B. 1Qs typically year's lowest Q . High was 2Q11 with $77.5B. (How hot will it get for our grandkids? Great grandkids?)
LED comps' share prices down lately with cost cuts on equipment. (Will they get like solar comps' stock plunge?)
14 thin-film solar comps went bankrupt in '12.
NREL's latest national survey of B100 blend stock samples found 95% from '11-'12 met ASTM intl fuel quality specs.
67% of US algae producers plan to expand capacity this yr. Algae Biomass Org published new map of US algae industry (plants, projects, etc.). 95% of producers believe algae-based fuels may be competitive with fossil fuels as soon as '20.
Group at ND State U working out how to store beet juice long term for ethanol production. They're retaining over 99% of fermentable sugars at least 6 months at 73 Farenheit by evap, pH adjustments.
NexSteppe launched 1st sorghum hybrid products in US, Brazil. Provides scalable, reliable, sustainable feedstock for bio industries. High biomass hybrid grows to 20 ft in 4 months.
Ground prep begun on 20M gal/y sweet sorghum ethanol plant in FL. Tech from Brazil comp. To produce 25Mw elgen, 65K tons CO2 for liquification.
U of Bristol (UK) researchers made butanol breakthrough. Hope to replace ethanol with butanol
Argentina biodiesel industry running at 40-50% of production capacity because of EC anti-dumping investigation.
Brazil only able to secure 65% of 750M liters of biodiesel sought for B5 blend needs. (Maybe they can get together with Argentina.)
Lithuania president and PM teaming up to break up biofuel monopolies in country.
Biofuels Digest released latest database profiling 880 biofuels refineries around world.
Exxon deal with Qatar Petrol Intl to together eval, assess unconventional NG reserves in N Am and potential LNG opportunities around world.
China showing interest in Conoco's Kazakhstan oil field 8.4% stake. Field has est. 30B bls, largest oil discovery last 40 yrs. Eni, Exxon, Shell, Total, Inpex (JP) and Kazakh govt also there. Production expected to begin later this yr. India's state-owned oil comp made $5B bid. Kazakh has option to buy but has to decide before June.
China hoping to gain foothold in Arctic oil/gas development with free trade agreement with Iceland. They will also get Iceland fish, Iceland geothermal expertise.
MEMC, Petrobras plan 1.1Mw solar PV project in Brazil next to existing power plant. Sun Ed to build, supply panels.
Power Finance (India) plans to provide $8.1B in loans for elgen projects this year through Mar '14. Comp formed new unit to fund clean/renewable plants.
Japan plans 60Mwh battery storage to stabilize clean energy flow on Hokkaido. $204M. Online Mar '15. Hokkaido grid near limit to handle new clean energy intermittancy.
Europe Bank for Reconstruction, Development approved $85M finance to upgrade Montenegro grid as it plans el link with Italy across Adriatic. 1Gw undersea cable. Will stimulate investment in clean energy in Balkan.
Groups fighting Keystone XL say the pipeline would increase GHG emissions through '50 by 181 metric tons, equivalent of 51 coal-fired plants or 37.7M cars.
EDF's US unit buying remaining 49% stake in 161Mw TX wind project. Expects June start. 87 GE turbines. Adjacent to another EDF wind farm. Panhandle wind.
Walmart wants to improve sustainability of plastic toys. (How about improving their wages?)
NYC replacing all street lights with LEDs. '19 completion. Expected 35% reduction in el use, costs.
EV charging available at 300 Kroger stores soon. ECTY installs. $1.5M cost. AZ, CA, OR, WA, TX stores. $1-2/hr to charge.
Supreme Court ruled foreigners can't bring lawsuits in US courts against comps for human rights violations abroad. Shell case. (I guess they have to go to World Court. Good luck with that.)
Colorado tops list of most endangered US rivers.
Alaska rejected petition aimed at curbing coal strip mines.
Ratepayer advocate says Los Angeles plan to ditch coal-fired el will cost ratepayers $600M. (Not upfront, one hopes.)
Toyota reached 5M hybrids sold.
Onward and upward, pards.
Group suing Cal over cap and trade program.
EU funding climate change resilience projects in Senegal.
Australia LNG exports spurring coal-seam NG production.
EIA: US oil shipments to China a "fluke".
Drillers backing out from Ohio amid flagging oil prospects.
Xcel Energy to build 3 new NG-fired power plants.
IEA: drive to clean up world's energy system has "stalled". Avg unit of energy produced today basically as dirty as 20 yrs ago. Carbon intensity 2.39 tons CO2 oil equivalent in '90. 2.37 in '10. 2/3 of GHG emissions come from power gen.
Clean energy investments worldwide down 22% 1Q13 to $40.6B. Lowest level in 4 yrs. US down 54%, Europe down 25%, China down 15%. Asia (sans India, China) up 47% to $10.1B. Asset finance for utility-scale projects down 34% to $19.3B. VC, private equity funds for clean E down 29% yoy to $1.3B. 1Qs typically year's lowest Q . High was 2Q11 with $77.5B. (How hot will it get for our grandkids? Great grandkids?)
LED comps' share prices down lately with cost cuts on equipment. (Will they get like solar comps' stock plunge?)
14 thin-film solar comps went bankrupt in '12.
NREL's latest national survey of B100 blend stock samples found 95% from '11-'12 met ASTM intl fuel quality specs.
67% of US algae producers plan to expand capacity this yr. Algae Biomass Org published new map of US algae industry (plants, projects, etc.). 95% of producers believe algae-based fuels may be competitive with fossil fuels as soon as '20.
Group at ND State U working out how to store beet juice long term for ethanol production. They're retaining over 99% of fermentable sugars at least 6 months at 73 Farenheit by evap, pH adjustments.
NexSteppe launched 1st sorghum hybrid products in US, Brazil. Provides scalable, reliable, sustainable feedstock for bio industries. High biomass hybrid grows to 20 ft in 4 months.
Ground prep begun on 20M gal/y sweet sorghum ethanol plant in FL. Tech from Brazil comp. To produce 25Mw elgen, 65K tons CO2 for liquification.
U of Bristol (UK) researchers made butanol breakthrough. Hope to replace ethanol with butanol
Argentina biodiesel industry running at 40-50% of production capacity because of EC anti-dumping investigation.
Brazil only able to secure 65% of 750M liters of biodiesel sought for B5 blend needs. (Maybe they can get together with Argentina.)
Lithuania president and PM teaming up to break up biofuel monopolies in country.
Biofuels Digest released latest database profiling 880 biofuels refineries around world.
Exxon deal with Qatar Petrol Intl to together eval, assess unconventional NG reserves in N Am and potential LNG opportunities around world.
China showing interest in Conoco's Kazakhstan oil field 8.4% stake. Field has est. 30B bls, largest oil discovery last 40 yrs. Eni, Exxon, Shell, Total, Inpex (JP) and Kazakh govt also there. Production expected to begin later this yr. India's state-owned oil comp made $5B bid. Kazakh has option to buy but has to decide before June.
China hoping to gain foothold in Arctic oil/gas development with free trade agreement with Iceland. They will also get Iceland fish, Iceland geothermal expertise.
MEMC, Petrobras plan 1.1Mw solar PV project in Brazil next to existing power plant. Sun Ed to build, supply panels.
Power Finance (India) plans to provide $8.1B in loans for elgen projects this year through Mar '14. Comp formed new unit to fund clean/renewable plants.
Japan plans 60Mwh battery storage to stabilize clean energy flow on Hokkaido. $204M. Online Mar '15. Hokkaido grid near limit to handle new clean energy intermittancy.
Europe Bank for Reconstruction, Development approved $85M finance to upgrade Montenegro grid as it plans el link with Italy across Adriatic. 1Gw undersea cable. Will stimulate investment in clean energy in Balkan.
Groups fighting Keystone XL say the pipeline would increase GHG emissions through '50 by 181 metric tons, equivalent of 51 coal-fired plants or 37.7M cars.
EDF's US unit buying remaining 49% stake in 161Mw TX wind project. Expects June start. 87 GE turbines. Adjacent to another EDF wind farm. Panhandle wind.
Walmart wants to improve sustainability of plastic toys. (How about improving their wages?)
NYC replacing all street lights with LEDs. '19 completion. Expected 35% reduction in el use, costs.
EV charging available at 300 Kroger stores soon. ECTY installs. $1.5M cost. AZ, CA, OR, WA, TX stores. $1-2/hr to charge.
Supreme Court ruled foreigners can't bring lawsuits in US courts against comps for human rights violations abroad. Shell case. (I guess they have to go to World Court. Good luck with that.)
Colorado tops list of most endangered US rivers.
Alaska rejected petition aimed at curbing coal strip mines.
Ratepayer advocate says Los Angeles plan to ditch coal-fired el will cost ratepayers $600M. (Not upfront, one hopes.)
Toyota reached 5M hybrids sold.
Onward and upward, pards.
WEDNESDAY OPEN
(stock #s in %)
Market down 177/67/26. Volume a little heavy. Naz back down to 50-day lines. Oil: WTI down under $88, Brent down under $99. NG $4.15. Recent Gold drop wiped $560B off Central Banks' books.
CERP up 62 after reporting. Q1 revs more than all of '12. PTOS up 33, up over 200-day (top) lines. SOPW up 20 off bottom. ECTY up 12 more, back near yesterday's top, triple since Jan. EWRL up 10. HIIT up 7, back to tops, up 9x since July. NENE up 6, continuing run. ECOS up 6.
PSPW down 36. GERS down 20. CHGI down 17. NTCXF down 12 more, 5-day up and down, looking buyville to me. ZNNMF down 10, down to bottom (200) line from Jan, Feb tops, getting oversold, possible buyville. PSON down 4, coming back toward 50s after tops earlier this month. LEDS down 3, still above 50s.
Market down 177/67/26. Volume a little heavy. Naz back down to 50-day lines. Oil: WTI down under $88, Brent down under $99. NG $4.15. Recent Gold drop wiped $560B off Central Banks' books.
CERP up 62 after reporting. Q1 revs more than all of '12. PTOS up 33, up over 200-day (top) lines. SOPW up 20 off bottom. ECTY up 12 more, back near yesterday's top, triple since Jan. EWRL up 10. HIIT up 7, back to tops, up 9x since July. NENE up 6, continuing run. ECOS up 6.
PSPW down 36. GERS down 20. CHGI down 17. NTCXF down 12 more, 5-day up and down, looking buyville to me. ZNNMF down 10, down to bottom (200) line from Jan, Feb tops, getting oversold, possible buyville. PSON down 4, coming back toward 50s after tops earlier this month. LEDS down 3, still above 50s.
Tuesday, April 16, 2013
TUESDAY CLOSE
(stock #s in %)
Market up 157/48/22. Volume normal. Oil: WTI under $89, Brent down under $100. NG $4.17. Good recovery.
CPWY up 183 on 800 shares. AEHI up 100 on 24K. CSGH up 64, up over 50-day lines. CSKH up 58, up over bottom (200) line. ECTY up 35, up 5x since Nov. CRCL up 28. PSPW up 25. AWSL up 18, up over top (200) line. SYNM up 17, back to 50s (bottom lines). AMPD up 17, up off top (200) line. ORYN up 11, back up near bottom (50s) lines. CERP up 10. LEDS up 6, up off 50s (bottom) lines. PSON up 3, starting reclimb.
ECOS down 36, back down toward bottom. BOPO down 25, bottomville. DSTI down 25, new low. RNWEF down 18, right on 50s. GERS down 16. EWRL, MMMW down 11. NENE down 9. XSNX, ZAAP down 7. NTCXF down 5. RVLT down 2.
Market up 157/48/22. Volume normal. Oil: WTI under $89, Brent down under $100. NG $4.17. Good recovery.
CPWY up 183 on 800 shares. AEHI up 100 on 24K. CSGH up 64, up over 50-day lines. CSKH up 58, up over bottom (200) line. ECTY up 35, up 5x since Nov. CRCL up 28. PSPW up 25. AWSL up 18, up over top (200) line. SYNM up 17, back to 50s (bottom lines). AMPD up 17, up off top (200) line. ORYN up 11, back up near bottom (50s) lines. CERP up 10. LEDS up 6, up off 50s (bottom) lines. PSON up 3, starting reclimb.
ECOS down 36, back down toward bottom. BOPO down 25, bottomville. DSTI down 25, new low. RNWEF down 18, right on 50s. GERS down 16. EWRL, MMMW down 11. NENE down 9. XSNX, ZAAP down 7. NTCXF down 5. RVLT down 2.
STUFF
Lockheed to build prototype 10Mw Ocean Thermal Energy Conversion (OTEC) plant off China coast. Uses heat differences between deep water and surface to drive turbine. To provide power for new luxury resort.
Europe Parliament rejected raising cost of carbon emissions. After vote, price of carbon allowances fell to just above 3Euros/ton from ~4.50E. Analysts say price of 30E needed to influence comps' behavior.
Alaska legislature granted oil comps est. $750M annual tax relief to help increase their investment in North Slope. Repeals tax system put in by Palin in '07. New effective tax rate as low as 14%.
Wind, other clean energy developers will be able to claim PTC as long as they spend at least 5% of project's cost by yearend: IRS.
Fed gasoline tax not raised since '93. Highway fund revenues down with fuel economy increases.
Vilsack: renewable jet fuel key to compliance with Europe's GHG rules.
LDK Solar partially defaulted on bond payments.
Exxon building 22-mile pipeline in Alaska to add liquid NG condensates to Trans-Alaska Pipe system.
Louisiana PSC votes tomorrow whether to save or dismantle net metering in state.
Sun Run: local permitting, inspection adds ~50 cents/w - ~$2,500 per residential install - to US solar installs. Adds nearly month of delay. LBNL: Cal cities with most favorable permitting have avg residential solar install prices 27-77 cents/w lower than cities with most onerous.
MN high school student found how cellulosic ethanol production costs could be cut up to 20 cents/gal by combining hydrolysis and anaerobic fermentation. Used corn stover, several microorganisms.
Gran Bio (Brazil) bought 25% stake in American Process. GB gains access to proprietary biomass pretreatment tech to cost-effectively develop cellulosic sugars as feedstock for range of biofuels, biochems. 1st commercial-scale plant in '15 in Brazil followed by one in US.
Total, CNOOC to build oil refinery in Uganda. Initial capacity 30Kb/d. Will probably build pipeline to Kenya coast for export. Uganda has est. 3.5B bls oil reserves.
2 new power plants add total 1.5Gw to Oman power capacity. Oman Power single off-taker of elgen. NG-fired combined-cycle gas turbines. Siemens equipment. Oman current elgen cap ~4.5Gw.
Walmart wants to increase its clean/renewable energy production 6x by '20. Also wants to increase energy efficiency with LED lighting, hi-efficiency HVAC, refrig, control systems. Also asking supplying bakers to raise sustainability.
Japan added 1.39Gw of clean energy cap, mostly solar, from last April to this Feb.
SunPower (SPWR) began constructing 2 projects in Cal, 5.8Mw total. Online later this year.
World businesses costing global econ ~$7.3T/y in GHG emissions, loss of natural resources, other factors.
Duke Energy paid no fed tax in '12.
Europe Parliament rejected raising cost of carbon emissions. After vote, price of carbon allowances fell to just above 3Euros/ton from ~4.50E. Analysts say price of 30E needed to influence comps' behavior.
Alaska legislature granted oil comps est. $750M annual tax relief to help increase their investment in North Slope. Repeals tax system put in by Palin in '07. New effective tax rate as low as 14%.
Wind, other clean energy developers will be able to claim PTC as long as they spend at least 5% of project's cost by yearend: IRS.
Fed gasoline tax not raised since '93. Highway fund revenues down with fuel economy increases.
Vilsack: renewable jet fuel key to compliance with Europe's GHG rules.
LDK Solar partially defaulted on bond payments.
Exxon building 22-mile pipeline in Alaska to add liquid NG condensates to Trans-Alaska Pipe system.
Louisiana PSC votes tomorrow whether to save or dismantle net metering in state.
Sun Run: local permitting, inspection adds ~50 cents/w - ~$2,500 per residential install - to US solar installs. Adds nearly month of delay. LBNL: Cal cities with most favorable permitting have avg residential solar install prices 27-77 cents/w lower than cities with most onerous.
MN high school student found how cellulosic ethanol production costs could be cut up to 20 cents/gal by combining hydrolysis and anaerobic fermentation. Used corn stover, several microorganisms.
Gran Bio (Brazil) bought 25% stake in American Process. GB gains access to proprietary biomass pretreatment tech to cost-effectively develop cellulosic sugars as feedstock for range of biofuels, biochems. 1st commercial-scale plant in '15 in Brazil followed by one in US.
Total, CNOOC to build oil refinery in Uganda. Initial capacity 30Kb/d. Will probably build pipeline to Kenya coast for export. Uganda has est. 3.5B bls oil reserves.
2 new power plants add total 1.5Gw to Oman power capacity. Oman Power single off-taker of elgen. NG-fired combined-cycle gas turbines. Siemens equipment. Oman current elgen cap ~4.5Gw.
Walmart wants to increase its clean/renewable energy production 6x by '20. Also wants to increase energy efficiency with LED lighting, hi-efficiency HVAC, refrig, control systems. Also asking supplying bakers to raise sustainability.
Japan added 1.39Gw of clean energy cap, mostly solar, from last April to this Feb.
SunPower (SPWR) began constructing 2 projects in Cal, 5.8Mw total. Online later this year.
World businesses costing global econ ~$7.3T/y in GHG emissions, loss of natural resources, other factors.
Duke Energy paid no fed tax in '12.
TUESDAY OPEN
(stock #s in %)
Market up 69/16/8 in bounce back from yesterday. Naz back up off 50-day lines. Volume a little light. Oil: WTI down ~$88, Brent down under $100. NG $4.11
IMF cut global growth outlook. G20 to confront global slowdown. AZ 2nd state to approve gold, silver as legal tender.
CSGH up 64, jump to 50-day (bottom) lines. ECTY up 51 on upgrade, new high, up 50 from yesterday's low to today's high. ZAAP up 21, day 4 of run up from top lines. NPWZ up 12. CERP up 12. SPIR up 7, above top lline. PSON up 6, double since Feb. LEDS up 4, 50 days may push it back up.
DSTI down 38, new low. (Going ... going ...) PSPW down 27. BOPO down 25, bottom. ENSL down 21, below bottom (200-day) line. ECOS down 18, couldn't get through 50s. NTCXF down 7, 3-day rally back to bottom lines over. NENE down 4, reversing 3-day run. XSNX down 4, still trying to get over bottom (50s) lines.
Market up 69/16/8 in bounce back from yesterday. Naz back up off 50-day lines. Volume a little light. Oil: WTI down ~$88, Brent down under $100. NG $4.11
IMF cut global growth outlook. G20 to confront global slowdown. AZ 2nd state to approve gold, silver as legal tender.
CSGH up 64, jump to 50-day (bottom) lines. ECTY up 51 on upgrade, new high, up 50 from yesterday's low to today's high. ZAAP up 21, day 4 of run up from top lines. NPWZ up 12. CERP up 12. SPIR up 7, above top lline. PSON up 6, double since Feb. LEDS up 4, 50 days may push it back up.
DSTI down 38, new low. (Going ... going ...) PSPW down 27. BOPO down 25, bottom. ENSL down 21, below bottom (200-day) line. ECOS down 18, couldn't get through 50s. NTCXF down 7, 3-day rally back to bottom lines over. NENE down 4, reversing 3-day run. XSNX down 4, still trying to get over bottom (50s) lines.
Monday, April 15, 2013
IN RESPECT
In respect, no market close report tonight in light of boston marathon massacre.
Not as deadly as original Boston massacre. But maybe just as heartfelt. And the simultaneous "electrical fire" at JFK Museum? 50 years of "his head went back and to the left" not a conspiracy. Yea, right.
Who knows. Follow the money. Hell, follow the politics. Founders day marathon in N Korea today. Follow any leads. Let's put all the insane violent people in confined treatment. Yea, and how much will that cost us? Less than all the new security that makes nothing tangible to sell and buy? Bad tracks, folks. Just bad tracks.
Let's try something new. Let's find something new. Let's do something new. And let's not run another marathon until we have answers. Or let's start 100 more. What the hell is the answer?
Not as deadly as original Boston massacre. But maybe just as heartfelt. And the simultaneous "electrical fire" at JFK Museum? 50 years of "his head went back and to the left" not a conspiracy. Yea, right.
Who knows. Follow the money. Hell, follow the politics. Founders day marathon in N Korea today. Follow any leads. Let's put all the insane violent people in confined treatment. Yea, and how much will that cost us? Less than all the new security that makes nothing tangible to sell and buy? Bad tracks, folks. Just bad tracks.
Let's try something new. Let's find something new. Let's do something new. And let's not run another marathon until we have answers. Or let's start 100 more. What the hell is the answer?
AND
And Boston. 2 bombs at end of marathon. How much more expenditure on security now everywhere? Is this another industry gone bubble? Or do we have to just pony up more money for protection to do what we want to do? Peacefully.
Brings tears to the eyes still. Still brings tears to my eyes.
And the injured and coming prosthetics and recovery. The shock. The therapy. The residual suicides or mass murders.
What do we have to change?
We have to change something.
I was just changing channel from Charley Rose to Doctor Oz and finishing up STUFF.
What do we have to change now?
Time to com with fam and friend. Again.
Brings tears to the eyes still. Still brings tears to my eyes.
And the injured and coming prosthetics and recovery. The shock. The therapy. The residual suicides or mass murders.
What do we have to change?
We have to change something.
I was just changing channel from Charley Rose to Doctor Oz and finishing up STUFF.
What do we have to change now?
Time to com with fam and friend. Again.
STUFF
Solar power 100% of new elgen capacity in US in March. Over 44Mw from 7 projects in Cal, NV, NJ, HI, AZ, NC. Didn't include new distributed solar on commercial, residential rooftops.
US ended Iran-related sanctions on 3 maritime firms after they said they won't help Iran ship oil again. (Ever never cross your heart?)
EPA delaying new rule limiting GHG emissions from new power plants.Utilities industry objected on legal, tech grounds. Would have limited new plants to 1K lb CO2/Mwh. (No say on when they might again look at rule.)
Woodside Petrol (Australia) shelved plans for $45B LNG project with Shell, BP, Petro China, Mitsubishi. To consider offshore LNG plant for 20% less cost. Also interested in Canada LNG project.
POWR bought Solais Lighting for $15M.
Osram launched 10Euro LED bulb.
Tullow delaying Ethiopia oil well 2 months.
US, China pledge "large scale cooperative action" to reduce emissions.
Study: methane, HFC's, soot reductions could cut projected sea level rise by half.
Experts: recycling building materials may create substantial emissions reduction.
Antarctic peninsula has unprecendented ice melt these days.
Experts: better indicators needed to rank climate vulnerability of nations.
Major US comps urging congressional action on climate.
Work about to commence on 3rd power plant of 6.8Gw Grand Coulee Dam. Rehabbing all 6 units. Potential uprating 3. Possible 240Mw more power gen cap. 3rd plant 4.48Gw. Went online in '75. Rehab work completion by '23. Should give plant another 30-40 yrs life. Dam completed in '41. Overhaul expected to cost ~$400M.
Iceland 1st in Europe to sign free trade agreement with China. Iceland offering geothermal expertise.
Obama budget included near $1B to support deployment, long-term development of clean energy. $615M to increase use of, decrease costs of clean E. $372M for long-term development, E efficiency research.
Strong earthquake did considerable damage near Iran's lone nuke power plant last week. Tehran, Russian builders reported no damage to plant. (Will someone tell me why countries continue to allow building of nuke plants near earthquake zones? Let alone on faults?)
Taiwan's 4th nuke plant near operational. (I hope not near earthquake fault. Or zone.)
Chevron expects to resume normal ops at Cal refinery following Aug fire. Fire caused by leak from corrosion. (Don't we have corrosion detectors?)
Exxon CEO's total comp up 15% in '12 to over $40M. (Wonder how much % the lowest guys' pay went up.)
Largest producer of Bakken crude to now deliver oil by rail to PBF Energy's Delaware refinery.
EIA: NG use by US utilities down 16% in March yoy with sharp NG price rise.
Iraq raised est. proven crude oil reserves to 150B bls from 143.
Ponticelli (France) pulling pipeline ops out of Libya over country's insecurity. Ponti a subcontractor for JV between Libya's National Oil, Total, Statoil.
Shell's Nigerian unit had 137 spills last yr from theft, sabotage. ~3.3K tons oil lost. Significant enviro damage/cost.
China March auto/light truck sales up 13.3% yoy. 1.6M units. 2M V's with large trucks, buses. (RV's yet? It's a beautiful country to go see.)
Ground broken on 1st new refinery in US since '76. (There's a headline.) ND. Will help resolve ND's diesel demand prob.
EIA cut forecast for US coal exports 3.5% for yr - 4M tons - to 107M. Expects slight increase in '14.
Exxon to gather Bakken oil production into new gathering system. Center Point Energy subsid building. Proposed pipeline to have 19.5Kb/d gathering cap.
Iraq plans to auction giant oil field in S Iraq in Dec. 52 intl oils able to bid to develop $4.4B field, 300Kb/d refinery.
Supreme Court Justices asking WH for input on TX-NM water dispute.
(Karma): meat from endangered species filled Chinese boat that crashed into reef.
GM, Ford teaming up on transmission design to boost fuel efficiency.
Clean E funding from US govt down 22% with subsidy cuts.
Alberta: oil sands spill would have killed fish if undiluted.
Worst smog this year blanketing Hong Kong. (Air quality probably as bad in '70 when Stace and I visited. Electrical outlet in hotel room went ballistic in mid of night! Mamories.)
Hydrogen leak forced emergency shutdown at Bulgaria nuke plant. (Let's hope that's all right.)
Sweetwater Energy to provide Naturally Scientific customized industrial sugars over 15 yrs for $250M. Sweet converts crop residues, energy crops, wood waste into sugar. NS will process into high-value veg oils in US. Sweet's 1st deal outside corn eth regimen. 3rd cellulosic deal.
Cobalt Tech (Cal) entered strategic relationship with 2 Asian chem comps for development of butadiene from range of biomass feedstocks. Comm-scale biorefinery in Asia online by '15.
Report: biofuels to cost drivers $707M this yr in UK. "Brit program to expand biofuel use doesn't offer value for money ... Cheaper emission reductions can be made elsewhere with existing techs ... At worst, biofuels produce more emissions than fossil fuels and contribute to high, unstable high food prices."
Enzymes from fungi from feces, intestinal tracts of horses discovered to break down lignin, produce cellulose effectively. Could hold down costs. (Cows? Deer? Moose? Elk? Etc?)
Carbios (France) 7MEuro 5-yr collab with INRA (France) to develop bioprocesses for recovering plastic waste, producing biopolymers.
Global investment in cleanE/renE/E efficiency down 22% yoy 1Q13 to $40.6B. Lower than in any Q in past 4 yrs. Down 38% from 4Q12.
US ended Iran-related sanctions on 3 maritime firms after they said they won't help Iran ship oil again. (Ever never cross your heart?)
EPA delaying new rule limiting GHG emissions from new power plants.Utilities industry objected on legal, tech grounds. Would have limited new plants to 1K lb CO2/Mwh. (No say on when they might again look at rule.)
Woodside Petrol (Australia) shelved plans for $45B LNG project with Shell, BP, Petro China, Mitsubishi. To consider offshore LNG plant for 20% less cost. Also interested in Canada LNG project.
POWR bought Solais Lighting for $15M.
Osram launched 10Euro LED bulb.
Tullow delaying Ethiopia oil well 2 months.
US, China pledge "large scale cooperative action" to reduce emissions.
Study: methane, HFC's, soot reductions could cut projected sea level rise by half.
Experts: recycling building materials may create substantial emissions reduction.
Antarctic peninsula has unprecendented ice melt these days.
Experts: better indicators needed to rank climate vulnerability of nations.
Major US comps urging congressional action on climate.
Work about to commence on 3rd power plant of 6.8Gw Grand Coulee Dam. Rehabbing all 6 units. Potential uprating 3. Possible 240Mw more power gen cap. 3rd plant 4.48Gw. Went online in '75. Rehab work completion by '23. Should give plant another 30-40 yrs life. Dam completed in '41. Overhaul expected to cost ~$400M.
Iceland 1st in Europe to sign free trade agreement with China. Iceland offering geothermal expertise.
Obama budget included near $1B to support deployment, long-term development of clean energy. $615M to increase use of, decrease costs of clean E. $372M for long-term development, E efficiency research.
Strong earthquake did considerable damage near Iran's lone nuke power plant last week. Tehran, Russian builders reported no damage to plant. (Will someone tell me why countries continue to allow building of nuke plants near earthquake zones? Let alone on faults?)
Taiwan's 4th nuke plant near operational. (I hope not near earthquake fault. Or zone.)
Chevron expects to resume normal ops at Cal refinery following Aug fire. Fire caused by leak from corrosion. (Don't we have corrosion detectors?)
Exxon CEO's total comp up 15% in '12 to over $40M. (Wonder how much % the lowest guys' pay went up.)
Largest producer of Bakken crude to now deliver oil by rail to PBF Energy's Delaware refinery.
EIA: NG use by US utilities down 16% in March yoy with sharp NG price rise.
Iraq raised est. proven crude oil reserves to 150B bls from 143.
Ponticelli (France) pulling pipeline ops out of Libya over country's insecurity. Ponti a subcontractor for JV between Libya's National Oil, Total, Statoil.
Shell's Nigerian unit had 137 spills last yr from theft, sabotage. ~3.3K tons oil lost. Significant enviro damage/cost.
China March auto/light truck sales up 13.3% yoy. 1.6M units. 2M V's with large trucks, buses. (RV's yet? It's a beautiful country to go see.)
Ground broken on 1st new refinery in US since '76. (There's a headline.) ND. Will help resolve ND's diesel demand prob.
EIA cut forecast for US coal exports 3.5% for yr - 4M tons - to 107M. Expects slight increase in '14.
Exxon to gather Bakken oil production into new gathering system. Center Point Energy subsid building. Proposed pipeline to have 19.5Kb/d gathering cap.
Iraq plans to auction giant oil field in S Iraq in Dec. 52 intl oils able to bid to develop $4.4B field, 300Kb/d refinery.
Supreme Court Justices asking WH for input on TX-NM water dispute.
(Karma): meat from endangered species filled Chinese boat that crashed into reef.
GM, Ford teaming up on transmission design to boost fuel efficiency.
Clean E funding from US govt down 22% with subsidy cuts.
Alberta: oil sands spill would have killed fish if undiluted.
Worst smog this year blanketing Hong Kong. (Air quality probably as bad in '70 when Stace and I visited. Electrical outlet in hotel room went ballistic in mid of night! Mamories.)
Hydrogen leak forced emergency shutdown at Bulgaria nuke plant. (Let's hope that's all right.)
Sweetwater Energy to provide Naturally Scientific customized industrial sugars over 15 yrs for $250M. Sweet converts crop residues, energy crops, wood waste into sugar. NS will process into high-value veg oils in US. Sweet's 1st deal outside corn eth regimen. 3rd cellulosic deal.
Cobalt Tech (Cal) entered strategic relationship with 2 Asian chem comps for development of butadiene from range of biomass feedstocks. Comm-scale biorefinery in Asia online by '15.
Report: biofuels to cost drivers $707M this yr in UK. "Brit program to expand biofuel use doesn't offer value for money ... Cheaper emission reductions can be made elsewhere with existing techs ... At worst, biofuels produce more emissions than fossil fuels and contribute to high, unstable high food prices."
Enzymes from fungi from feces, intestinal tracts of horses discovered to break down lignin, produce cellulose effectively. Could hold down costs. (Cows? Deer? Moose? Elk? Etc?)
Carbios (France) 7MEuro 5-yr collab with INRA (France) to develop bioprocesses for recovering plastic waste, producing biopolymers.
Global investment in cleanE/renE/E efficiency down 22% yoy 1Q13 to $40.6B. Lower than in any Q in past 4 yrs. Down 38% from 4Q12.
MONDAY OPEN
(stock #s in %)
Market down 92/27/12. Volume normal. Oil: WTI down near $89, Brent down under $101. NG $4.24, up. China growth down. NY area factories expanded lower than expected.
AEHI up 50. SWET up 26, turn around at 50-day lines, back up near top (200) line. JUHL up 22, back to top line on 3K shares. AMPD up 17 on news on EV stepvan. Back up over top 3 lines. BBLU up 14 on news, double since late March. CGYV up 14 on 5K. SPIR up 13, off bottom (200) to lower 50. WWPW up 10 on 10, off bottom 200 to up near top (200) line. Double since early March. HIIT up 7, back to high, up 7x since July. NTCXF up 5 more, back into bottom lines (50s). NENE up 4 more. CERP up 3. POWR up 1 on acquisition news. Up at highs, triple since Aug.
NGLPD down 36 on 300 shs. AMLM down 22 on 1K. INIS down 20, heading back to bottom. CRCL down 20. GERS down 18. LMRMF down 16. TMEN down 14. PSON down 14. BOPO down 12. SENY down 10, near bottom.
Market down 92/27/12. Volume normal. Oil: WTI down near $89, Brent down under $101. NG $4.24, up. China growth down. NY area factories expanded lower than expected.
AEHI up 50. SWET up 26, turn around at 50-day lines, back up near top (200) line. JUHL up 22, back to top line on 3K shares. AMPD up 17 on news on EV stepvan. Back up over top 3 lines. BBLU up 14 on news, double since late March. CGYV up 14 on 5K. SPIR up 13, off bottom (200) to lower 50. WWPW up 10 on 10, off bottom 200 to up near top (200) line. Double since early March. HIIT up 7, back to high, up 7x since July. NTCXF up 5 more, back into bottom lines (50s). NENE up 4 more. CERP up 3. POWR up 1 on acquisition news. Up at highs, triple since Aug.
NGLPD down 36 on 300 shs. AMLM down 22 on 1K. INIS down 20, heading back to bottom. CRCL down 20. GERS down 18. LMRMF down 16. TMEN down 14. PSON down 14. BOPO down 12. SENY down 10, near bottom.
Sunday, April 14, 2013
GRAPHENE REPORT
Graphene a 1-atom thick sheet of carbon in hexagonic crystal lattice. 200x stronger than steel. Tougher than diamond. World's thinnest material. Flexible, transparent. Conducts el, heat very well. 1st made in '04. Stocks: AIXG, CVV, FCSMF, NGPHF, GTI, CHGI, PKX.
MI5 warning UK Universities that graphene, quantum computing research are targets of cyber attacks. (Why can't folks/govts just do the work honestly? Honestly.)
Researchers at U of Brit Columbia discovered magnetic defects may be cause of graphene's slow electron spin relaxation time (up to 1Kx lower than predicted). Not spin-orbit effect.
Make graphene oxide at home. Sulfuric acid, phosporic acid, add powdered graphite and stir. Add permanganate and stir 3 days. Then isolate graphene oxide. Good luck.
Ohio State U researchers created 1-atom thick sheet of germanium. "Germanane." Conducts electrons over 10x faster than silicon, 5x faster than germanium. May enable some benefits of graphene, other new materials at lower costs. Created multi-layered germanium crystals. Calcium atoms wedged between layers. Calcium dissolved with water, empty chem bonds "plugged" with H, then peeled off single germanane sheets. H atoms make sheets very chem stable, even more than silicon. Won't oxidize in air or water.
Bluestone Global Tech's CEO says graphene-based touch panels by 3Q13. Comp makes graphene on several substrates.
XG Sciences launched new high capacity graphene-based anode materials for lith ion batts. 4x capacity of present anodes. Use xGnP graphene nanoplatelets to stabillize silicon particles in nano-engineered composite structure. Comp has proprietary manufacturing processes.
MIT researchers using DNA to form nanoscale shapes on graphene. Shapes "etched" to graphene sheet with plasma lithography. Short synthetic DNA strands - "single-stranded tiles".
Grafoid in JV with Cap Therm Systems to develop, commercialize nextgen multiphase thermal mgmt systems for EV batts, LEDs. Graphene's heat spreading capabilities will enable more competitive products.
Graphene Labs signed 2-yr strategic alliance with Lomiko Metals (Canada). GL has already sold product to over 4K customers including Ford, Samsung, Sony, US Army, NASA.
Tsinghua U (Beijing) researchers created nacre (mother of pearl) material stronger than natural nacre. Used hydrogel from graphene and fibroin (a silk protein). Solution coated it, dried it to create parallel graphene plates bound with fibroid that self-assembled into "brickwork" structure.
China's Zhejiang U's graphene aerogel (freeze-dried carbon and graphene oxide) can be used as conductive scaffolds for neural stem cells. Korean researchers have discovered graphene sheets better than glass for neural stem cell growth. Graphene foams coated with laminin (or other matrix proteins). Could serve as compatible neural housing and as means to control tenants electrically.
Peking U researchers found graphene silicon solar cells can be made more efficiently by coating with anti-reflective layer. They use titanium dioxide. Got 14.6% efficiency.
ORNL researchers documented silicon 6-atom clusters "dancing" on graphene sheet. Used scanning transmission electron microscope. Trapped silicon in pores in graphene sheet.
UK govt funding $5M for graphene membrane research at U of Manchester. Desalination, safer food packaging, enhanced disease detection aps. Membranes made from graphene platelets. Plan to combine graphene with new type of polymers (Polymers of Intrinsic Microporosity).
National Graphene Inst @ U of Manchester to use Bruker Fast Scan Atomic Force Microscope to research nanofabrication, nano properties of graphene.
MI5 warning UK Universities that graphene, quantum computing research are targets of cyber attacks. (Why can't folks/govts just do the work honestly? Honestly.)
Researchers at U of Brit Columbia discovered magnetic defects may be cause of graphene's slow electron spin relaxation time (up to 1Kx lower than predicted). Not spin-orbit effect.
Make graphene oxide at home. Sulfuric acid, phosporic acid, add powdered graphite and stir. Add permanganate and stir 3 days. Then isolate graphene oxide. Good luck.
Ohio State U researchers created 1-atom thick sheet of germanium. "Germanane." Conducts electrons over 10x faster than silicon, 5x faster than germanium. May enable some benefits of graphene, other new materials at lower costs. Created multi-layered germanium crystals. Calcium atoms wedged between layers. Calcium dissolved with water, empty chem bonds "plugged" with H, then peeled off single germanane sheets. H atoms make sheets very chem stable, even more than silicon. Won't oxidize in air or water.
Bluestone Global Tech's CEO says graphene-based touch panels by 3Q13. Comp makes graphene on several substrates.
XG Sciences launched new high capacity graphene-based anode materials for lith ion batts. 4x capacity of present anodes. Use xGnP graphene nanoplatelets to stabillize silicon particles in nano-engineered composite structure. Comp has proprietary manufacturing processes.
MIT researchers using DNA to form nanoscale shapes on graphene. Shapes "etched" to graphene sheet with plasma lithography. Short synthetic DNA strands - "single-stranded tiles".
Grafoid in JV with Cap Therm Systems to develop, commercialize nextgen multiphase thermal mgmt systems for EV batts, LEDs. Graphene's heat spreading capabilities will enable more competitive products.
Graphene Labs signed 2-yr strategic alliance with Lomiko Metals (Canada). GL has already sold product to over 4K customers including Ford, Samsung, Sony, US Army, NASA.
Tsinghua U (Beijing) researchers created nacre (mother of pearl) material stronger than natural nacre. Used hydrogel from graphene and fibroin (a silk protein). Solution coated it, dried it to create parallel graphene plates bound with fibroid that self-assembled into "brickwork" structure.
China's Zhejiang U's graphene aerogel (freeze-dried carbon and graphene oxide) can be used as conductive scaffolds for neural stem cells. Korean researchers have discovered graphene sheets better than glass for neural stem cell growth. Graphene foams coated with laminin (or other matrix proteins). Could serve as compatible neural housing and as means to control tenants electrically.
Peking U researchers found graphene silicon solar cells can be made more efficiently by coating with anti-reflective layer. They use titanium dioxide. Got 14.6% efficiency.
ORNL researchers documented silicon 6-atom clusters "dancing" on graphene sheet. Used scanning transmission electron microscope. Trapped silicon in pores in graphene sheet.
UK govt funding $5M for graphene membrane research at U of Manchester. Desalination, safer food packaging, enhanced disease detection aps. Membranes made from graphene platelets. Plan to combine graphene with new type of polymers (Polymers of Intrinsic Microporosity).
National Graphene Inst @ U of Manchester to use Bruker Fast Scan Atomic Force Microscope to research nanofabrication, nano properties of graphene.
Saturday, April 13, 2013
STUFF
Solar City CEO sees energy storage viable in 10 yrs.
FERC: clean/renewable power 82% of new US elgen capacity in 1Q13. 1.5Gw. 340Mw more from NG. 6 "units" of wind for 958Mw. Solar 537MW, 38 units. Biomass 46Mw from 28 units. Hydropower 5.4Mw, 4 units.
Wattner (Germany) bought 5 solar farms in Germany. Total cap 22Mw. 37M Euros. Over 6K investors getting steady returns from Wattner's short-term solar funds.
Mid Kansas El (co-op) broke ground on 110Mw power plant. 12 NG-fueled reciprocating engines from Caterpillar. 1st install of their new engines. Online April '14.
Tradewind Energy planning $600M wind farm in Kansas.
Piceance Basin in CO, WY, NB, SD. "The Gas Factory." Niobrara Shale. EnCana there. Multi-well pad drilling. 51 wells from single pad. Williams Fork Formation several thousand feet thick. In '69, atomic device detonated there in fracking attempt. Didn't work. In '07, Piceance had 5 of top 50 US gas fields in proven reserve.
OH State U buying 50Mw from Iberdrola OH wind farm. $1M/y savings for OSU. Gamesa 2Mw turbines at 304Mw farm. First Energy buying 100Mw, AMP 52Mw. 102Mw still to be contracted.
North Western Energy (Montana) attempting to restrict any new power it must buy from small indy wind power projects. NWE only owns ~30% of its power gen now. Fed law, Montana PSC rules say utilities must accept contracts to buy el from 10Mw wind farms or smaller. Their el demand ~725Mw. 30Mw from small wind projects now under contract. Another 20Mw coming. NWE pays avg $60/Mwh for its power. Pays $67 for wind power. Going to $50 for new contracts. 120-130Mw more wind proposed would force NWE to shop for other power to fill power gaps, they say. They bought their own 40Mw wind farm last year.
Aquentium Solar (AQNM) offering 100% financing, nothing down for solar systems for commercial businesses in Long Beach, Cal.
KY Power filed for PPA for 58Mw biomass plant. Online in '17. Wood feedstock.
Ormat, DOE, GeothermEx producing 1.7Mw from enhanced geothermal system. 1st EGS to be grid connected. $5.4M DOE funding, $2.6M from Ormat.
Cal judge rejected challenge to 300Mw wind project near Mojave. High mortality rate for Golden Eagles at adjacent wind farm. Concerns for bats, birds.
FL PSC approved FP&L's 3 biomass plant projects. Total 180Mw. Online '19. Saves customers est. $90M over life of plants they say. Eucalyptus feedstock.
FERC: clean/renewable power 82% of new US elgen capacity in 1Q13. 1.5Gw. 340Mw more from NG. 6 "units" of wind for 958Mw. Solar 537MW, 38 units. Biomass 46Mw from 28 units. Hydropower 5.4Mw, 4 units.
Wattner (Germany) bought 5 solar farms in Germany. Total cap 22Mw. 37M Euros. Over 6K investors getting steady returns from Wattner's short-term solar funds.
Mid Kansas El (co-op) broke ground on 110Mw power plant. 12 NG-fueled reciprocating engines from Caterpillar. 1st install of their new engines. Online April '14.
Tradewind Energy planning $600M wind farm in Kansas.
Piceance Basin in CO, WY, NB, SD. "The Gas Factory." Niobrara Shale. EnCana there. Multi-well pad drilling. 51 wells from single pad. Williams Fork Formation several thousand feet thick. In '69, atomic device detonated there in fracking attempt. Didn't work. In '07, Piceance had 5 of top 50 US gas fields in proven reserve.
OH State U buying 50Mw from Iberdrola OH wind farm. $1M/y savings for OSU. Gamesa 2Mw turbines at 304Mw farm. First Energy buying 100Mw, AMP 52Mw. 102Mw still to be contracted.
North Western Energy (Montana) attempting to restrict any new power it must buy from small indy wind power projects. NWE only owns ~30% of its power gen now. Fed law, Montana PSC rules say utilities must accept contracts to buy el from 10Mw wind farms or smaller. Their el demand ~725Mw. 30Mw from small wind projects now under contract. Another 20Mw coming. NWE pays avg $60/Mwh for its power. Pays $67 for wind power. Going to $50 for new contracts. 120-130Mw more wind proposed would force NWE to shop for other power to fill power gaps, they say. They bought their own 40Mw wind farm last year.
Aquentium Solar (AQNM) offering 100% financing, nothing down for solar systems for commercial businesses in Long Beach, Cal.
KY Power filed for PPA for 58Mw biomass plant. Online in '17. Wood feedstock.
Ormat, DOE, GeothermEx producing 1.7Mw from enhanced geothermal system. 1st EGS to be grid connected. $5.4M DOE funding, $2.6M from Ormat.
Cal judge rejected challenge to 300Mw wind project near Mojave. High mortality rate for Golden Eagles at adjacent wind farm. Concerns for bats, birds.
FL PSC approved FP&L's 3 biomass plant projects. Total 180Mw. Online '19. Saves customers est. $90M over life of plants they say. Eucalyptus feedstock.
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