Thursday, October 31, 2013

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.

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