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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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