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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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