Friday, August 30, 2013

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

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

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

Thursday, August 29, 2013

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

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

Wednesday, August 28, 2013

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

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

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

Tuesday, August 27, 2013

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

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

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

Monday, August 26, 2013

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

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

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

Friday, August 23, 2013

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

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

Thursday, August 22, 2013

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

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

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

Wednesday, August 21, 2013

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

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

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

Tuesday, August 20, 2013

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

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

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

Monday, August 19, 2013

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

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

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

Friday, August 16, 2013

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

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

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

Thursday, August 15, 2013

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

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

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

Wednesday, August 14, 2013

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

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

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

Tuesday, August 13, 2013

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

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

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

Monday, August 12, 2013

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

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

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

Friday, August 9, 2013

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

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

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

Thursday, August 8, 2013

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

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

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

Wednesday, August 7, 2013

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

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

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

Tuesday, August 6, 2013

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

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

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

Monday, August 5, 2013

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

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

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

Friday, August 2, 2013

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

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

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

Thursday, August 1, 2013

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

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