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

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

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

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

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

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

CLOSE 2

(stock #s in %)

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

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

MONDAY CLOSE

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

(stock #s in %)

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

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

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

STUFF

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

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

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

Study: traditional climate models neglect important soil carbon factors.

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

Scientists puzzled over changing rates of emissions from thawing permafrost.

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

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

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

US govt antitrust probe into fracking services.

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

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

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

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

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

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

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

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

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

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

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

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

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

China banned construction of govt bldgs next 5 yrs.

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

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

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

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

AMEC to build 28Mw of solar for Dominion.

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

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

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

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

BMW offering rental deal to EV buyers.

Fuel spill in BC killing fish.

Oil spill affecting Thai beach resort area.

German utilities burning more coal.

STUFF

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Geothermal drilling surveys started in Japan.

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

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

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

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

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

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

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

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

FRIDAY OPEN

(stock #s in %)

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

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

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

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

THURSDAY CLOSE

(stock #s in %)

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

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

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

STUFF

With no demand, Mass LNG import facility suspending ops.

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

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

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

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

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

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

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

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

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

Malaysia expanding mandatory palm biodiesel blend to southern region.

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

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

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

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

France lowered its micro solar FIT.

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

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

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

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

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

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

Train derailment in FL spilling ethanol.

BMW investing in EV charging station network.

China investing $277B to cut air pollution.

THURSDAY OPEN

(stock #s in %)

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

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

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

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

WEDNESDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

Extended heat wave in England.

VA 2nd US state to auction offshore wind leases.

Gulf of Mexico NG well blowout.

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

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

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

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

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

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

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

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

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

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

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

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

FERC chair: solar industry should grow without fed incentives.

IG: TVA skipped reactor audits for years.

Ford, Toyota ended hybrid partnership.

WEDNESDAY OPEN

(stock #s in %)

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

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

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

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

TUESDAY CLOSE

(stock #s in %)

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

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

STUFF

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

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

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

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

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

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

Fossil fuel divestment effort still growing.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

DOE intends to issue energy efficiency grants.

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

Appeals court upheld EPA rejection of OK haze plan.

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

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

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

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

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

TUESDAY OPEN

(stock #s in %)

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

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

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

MONDAY CLOSE

(stock #s in %)

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

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

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

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

STUFF

Dubai offering citizens gold to lose weight.

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

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

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

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

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

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

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

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

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

UK aims to boost shale gas output with tax breaks.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

China railway freight down 2.8% yoy in 1H13.

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

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

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

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

2 comps to install alt fuel pumps in east Canada.

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

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

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

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

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

Dominion bought 28.6Mw solar from Sunrise Energy Ventures.

Green building leaders declared freedom from toxics.

Industry found BLM vastly underestimated costs of fracking rules.

DOI to auction VA offshore waters for wind in Sept.

NY, NYC set power use records last week.

United Airlines redesigning wings to reduce fuel costs.

TEPCO admitted Fuku radioactive water reaching Pacific.

MONDAY OPEN

(stock #s in %)

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

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

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

FRIDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

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

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

MN regulators telling power utility to rely less on coal.

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

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

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

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

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

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

US Senate confirmed McCarthy at EPA.

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

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

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

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

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

EDPR signed PPA for 100Mw OK wind farm.

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

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

Happy weekend trailers, pards. Onward and upward.

FRIDAY OPEN

(stock #s in %)

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

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

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

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

THURSDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

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

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

Satellite data shows Malaysia Borneo forests severely degraded.

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

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

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

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

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

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

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

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

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

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

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

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

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

Universities committing to grad degrees in green chem.

THURSDAY OPEN

(stock #s in %)

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

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

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

XSNX down 12. CERP, RVLT  down 1.

WEDNESDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

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

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

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

88 accidents last year with railroad cars hauling crude oil.

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

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

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

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

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

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

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

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

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

Invis Energy closed finance for 42.8Mw Irish wind farm.

Sumitomo investing over EUR100M in Belgian offshore wind farms.

Ukraine installed 18.3Mw new wind capacity in 1H.

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

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

Xcel Energy to boost upper Midwest wind generation 33%.

EU banned bee-killing insecticide.

UK promising cash for towns near nuke power plants.

WEDNESDAY OPEN

(stock #s in %)

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

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

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

TUESDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

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

Appeals court ordered California to fix low carbon fuel standard.

Hudson Bay railway sinking into thawing peat.

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

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

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

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

NRG Energy bought 25Mw solar farm on Guam.

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

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

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

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

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

Poll: most Americans oppose carbon taxes.

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

Utility brought OH nuke plant back online after leak.

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

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

(stock #'s in %)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

FRIDAY CLOSE

(stock #s in %)

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

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

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

STUFF

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

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

Sungevity offering charities $750 for refers.

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

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

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

UN experts find our globe warming at unprecedented pace.

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

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

Russia oil industry hit post-Soviet production record.

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

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

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

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

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

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

USDA restarted BioPreferred Bioproduct Certification, labeling.

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

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

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

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

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

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

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

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

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

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

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

NM launched auction for 1Gw wind.

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

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

FRIDAY OPEN

(stock #s in %)

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

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

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

STUFF

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

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

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

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

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

MIT inventing new algorithm to protect grid from blackouts.

EON withdrew from testing Pelamis wave power system in Scotland.

BrightSource canceled 500Mw Rio Mesa solar project.

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

Happy forth and trails.

STUFF

EC approved weakened CO2 price fix plan.

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

New NG power plant fired up in Mich.

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

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

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

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

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

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

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

1st leg of Brazil ethanol pipeline opened.

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

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

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

Australia boosting funding for energy efficiency, carbon capture projects.

EBRD launched 75M Euro western Balkans sustainable energy fund.

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

Invenergy closed finance for 242Mw of US wind farms.

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

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

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

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

Navajo Nation declaring drought emergency.

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

Insecticide suspected in new round of OR bee deaths.

WEDNESDAY CLOSE

(stock #s in %)

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

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

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

WEDNESDAY OPEN

(stock #s in %)

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

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

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

MONDAY CLOSE

(stock #s in %)

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

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

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

STUFF

Record heat wave blistering US West, of course.

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

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

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

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

Caron Products making algae chamber for otimal growth.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Andhra Pradesh solar power tender attracted 418Mw of bids.

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

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

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

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

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

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

Pacific Ethanol (PEIX) joined Russel Microcap Index.

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

Update to LEED standards won approval.

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

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

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

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

OH nuke reactor shut down from pump probs.

Apple to build solar plant for NV data center.

GM, Honda partnering in fuel cell tech development.

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

TUESDAY OPEN

(stock #s in %)

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

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

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

MONDAY CLOSE

(stock #s in %)

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

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

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

STUFF

EV broke EV speed record. Over 200MPH.

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

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

New MIT el system may make carbon capture more efficient.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Uganda, Kenya planning pipeline to Indian Ocean.

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

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

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

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

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

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

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

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

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

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

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

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

Banks accepting more foreign equipment for Japan solar projects.

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

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

OR residents held funeral for dead bees.

Happy trails, pards.

MONDAY OPEN

(stock #s in %)

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

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

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