FRIDAY CLOSE ... Market (10)/15/(1). WTI under $93, Brent under $110. OPEC Nov crude production 2-yr low ... (stock #s in %) NGLPF up 70, punch over bottom (50-day) lines. CRCL up 49, also over bottom 50s. CBEH up 46, new high on volume. AQNM up 33 off bottom after Sept surge. LMRMF up 26, back to top line. BHWX up 21. BLQN up 19 on 100 shares. JUHL up 17, crossing through bottom (50-day) lines. GRPH up 14 off bottom. SENY up 10, maybe double bottom with April. AMSC up 8 .... HOKUQ down 44. CABN down 22. PSPW down 19, still bottoming. NPWZ down 17, coming back off 2-day double. AMEL, VLNCQ down 16. DSTI down 13 from bottom (50-day) lines. POLR, CSGH down 11. ABAT down 11, still coming back to lines. Keep eye on. SOPW down 10, under top 50s. NTCXF down 9, back on top line (50). WEST down 8, maybe never going anywhere. FTEK down 5 after hitting new high, almost double from Sept. XSNX down 4.

FRIDAY OPEN ... Market up 53/17/5. Volume light. Market closes at 1P. WTI up over $93 ... (stock #s in %) JUHL up 41. LMRMF up 22. BHWX up 21. GRPH up 14. CBEH up 12. AMSC up 8 off bottom. TSLA up 2. NENE up 1 .... AMLM down 55. BSRC down 22. NPWZ down 21. AMEL, VLNCQ down 16. EWRL down 13. CSGH, POLR down 11. NTCXF, SOPW down 10. ABAT down 8.

STUFFING ... It may be Thanksgiving in US, elsewhere, but the world turns on ... US NatGas up to $3.93 ... Tea Party, Sierra Club united on support for solar in GA ... Lightsource Renewable Energy (UK) to close on 80M Pounds solar asset finance by yearend ... Gaelectric (Ireland) raised 90M Euro new finance ... European Energy (Denmark) acquired 93Mw German wind portfolio. 7 farms ... Goldpoly (China) to buy 80% stake in 195Mw of GD Solar (China) solar farms ... Green Wind Energy (Ireland) applied to build 96Mw farm in Offaly ... JA Solar (JASO) 3Q $37M loss. Revs up ... New property tax could cost Romanian wind industry 30M Euro/yr ... EC levied provisional import duties of up to 42% on China solar glass ... Dow Corning bought 12% stake in Hemlock Semi for $240M ... 2 UK comps partnering up for up to 300Mw of UK solar development ... 3M bl increase in US crude stocks last week. 391M bls ... Libya army chased off military in Benghazi. Oil revs down 80%. Libya out of money, has to borrow. Sink into anarchy ... Egypt forbidding street protests backed up with stiff prison sentences ... Advanced biofuels 12-15% of EU transport market by '30: E4 Tech ... FTC: US ethanol industry not concentrated. 156 comps producing ethanol or likely to in next 12-18 months ... Bank of America issued $500M 3-yr "Green Bond". Part of 10-yr $50B initiative ... Zambian biofuel producers saying no to Zimbabwe ethanol imports ... Ace Ethanol (NY) started up production at 50M gal plant bought out of foreclosure for $16.5M ... Renewable Energy Group (REGI) to market biodiesel, heating oil in NJ ... Possible new Israeli NG find in Levant by Noble, partners. Reserves could be 684BCF. Part of Tamar - 9-10TCF ... Demand for Indian renewable energy credits doubled in Nov from Oct. Regulators enforcing clean power targets for comps, state-run utilities. ~309K bids in Nov ... 2 Japan comps to build 9.4Mw, 7.5Mw solar plants in central Japan. Online in '15 ... Suzlon unit won order from Mitsui for 107Mw wind farm in Australia. Online '15 ... Bondholders likely to force LDK Solar (China) into bankruptcy as early as next month. 1st step to liquidation. Happy gatherings.

WEDNESDAY CLOSE ... Market up 24/27/4. Volume light. WTI down under $93, Brent over $111. NatGas $3.88 ... (stock #s in %) HOKUQ up 80. BOPO up 77 off bottom lines (50-days). MGLT up 71. GSPI up 37. PSPW up 30. ENSL up 27. ASIUF up 25. FCSMF up 24, rebound from last 2 days. CBEH up 18. CSKH up 16. BSRC up 15. AMEL, USEI up 14. PEIX up 13 off bottom lines (50s). SOPW, POLR up 12. QTMM up 11. AVAV up 10, new high, news. CCTC, GPRC up 10. GEVO up 10, up to bottom 200-day. XSNX up 8. PLUG up 7. TSLA up 5 off top 200-day .... PTOS down 36. AEHI, GERS down 33. CSOL down 22, back to bottom lines. NGLPF down 20. LMRMF down 17. LEOM down 14, back to top line. JUHL down 13. SLMU down 11. NPWZ down 8. ABAT, NENE down 2.

STUFF ... Giraffe faces extinction amid Congo war ... ~1.1Twh energy stored in wastewater. Enough to power ~275M homes for a year. Pilus Energy has way to extract the energy using bacterial robots housed in fuel cell. Byproducts water, methane or isoprene. Similar to anaerobic digester ... EAM Solar (Norway) plans to buy 8 solar plant owners in Italy. 30Mw for 115M Euro. Est. '14 revs 16-17M Euro, EBITDA 13-14M Euro ... NYC to build 10Mw solar farm on Staten landfill. Lease to Sun Ed ... TX manufacturers asking state regulators not to pay utilities for keeping overcapacity for peak spikes. Would hit refiners, petrochem too hard ... Brazil genset market to grow to $1.5B in '17 from $.8B in '12. Undependable grid power supply. Frost & Sullivan report ... China to help build 2 more nuke reactors in Romania. Online '19-'20 ... Est. over 1,000TCF marketable NG resources in Canada. ~80% in West ... Starting then stopping geoengineering could dangerously accelerate climate change: study ... Asia Development Bank predicts major econ costs of climate change in Pacific ... Pacific islander 1st climate "refugee" denied asylum ... ND tribes planning $300M NG plant to cut flaring ... Kenya suspended issuing new licenses for wind, solar until '17. Going with cheaper fossil fuel power to help cut el prices. Plans to add 5.5Gw next 3 yrs. Now ~1.7Gw mainly from rain-fed hydropower. Power demand growing 14%/yr. 630Mw new wind power still approved, 200Mw solar ... 17-yr-old Iowa student won national FFA science fair award for research into cellulosic ethanol. Compared wheat straw, prairie cordgrass, switchgrass as feedstock ... ONtario close to being coal free with conversion of Thunder Bay plant to biomass in '14 ... Ethanol $1/gal less than gasoline ... Shell, PetroChina producing NG at $1/bl oil equivalent at China project. 91% lower than PetroChina's lifting cost of $11.74/boe in '12. Test production late '14. Reserves est. 96BCM ... India looking to begin making oil payments to Iran after nuke agreement. Iran has lost est. $80B in oil revs since '12 ... Russia plans to build 21 new nuke reactors at 9 plants by '30 ... Whitefish returning to Wisc. rivers ... Beijing seized 500 BBQ grills to curb air pollution. (Really Beijing?) ... RES Americas target 800Mw wind in '14 ... Welspun to finance 1.75Gw Indian clean/ren with 75% debt structure ... Euro PV project valuations falling ... Nordex (wind turbine maker) raised 73.5M Euro from private 7.35M share placement ... Evogene (Israel), genomic biofuel feedstock developer, closed NYSE IPO, raised $85M ... Tasmania targeting 100% clean/ren by '20, 35% emiss reduction blw '90 levels ... IFC closed on $221M finance for 117Mw Jordan wind project ... UK consortium closed 317M Pound finance for 317Mw offshore transmission project ... New Zealand national pension fund investing $55M in turbine maker Ogin (Mass) ... EDF entered up to 1Gw French offshore wind tender ... Ming Yang signed deal for 200Mw Romanian wind farm ... LDK Solar $130M 3Q loss ... EDF closed acquisition of 200Mw TX wind project from Lincoln Renewable Energy.

WEDNESDAY OPEN ... Market up 22/15/4. Volume holiday light. WTI down under $93, Brent down under $111. US durable goods orders drop from shutdown ... (stock #s in %) MGLT up 71. CBEH, CCTC up 16. USEI up 14. SENY, SOPW up 12. AVAV up 10 after reporting, new high. TMEN up 10. XSNX up 5. WEST up 4. ADES up 2, new high. NTCXF up 1 .... HOKUQ down 81. NGLPF down 20. LMRMF down 17. UBRG, PTOS down 16. ASIUF down 12. PSON down 9, new low. NPWZ down 8. FTEK down 3 after hitting new high. ABAT down 2. NENE down 1.

TUESDAY CLOSE ... Market flat, Naz up 23. Late selloff. Naz volume a little heavy. WTI dipped under $94, Brent under $111. US Oct bldg permits highest in 5 yrs. US farm income highest in 40 yrs, up 15% ... (stock #s in %) NPWZ up 66 on volume, 2-day surge, double off top lines, new high. CSOL up 29, back below top line on day. ASPW up 29, bumpin along bottom. WWPW up 22, push off top lines. EWRL up 21, day 6 of surge. UBRG up 20. DSTI up 15. OPTT up 14, jump off month-long slide, back over top lines from bottom line on volume. CABN up 13. AMBT up 12, jump off 50s to bottom 200 on volume. AMTX, PALAF up 11. FTEK up 9, another new high. LMRMF up 9. CSUN up 8, punch back to top lines. QTWW up 3 on news. TSLA day 7 holding top 200 day, 3 oversold indicators. CSIQ up 3. ABAT up 2 .... PPRW down 50. MGLT down 41 on 250 shares. PSPW down 22. SOPW down 21. GRPH, GSPI down 20. CCTC down 18. QTMM down 14. NORX, SATCQ down 13. USEI down 12. VLNCQ, PSON, POLR, OOIL, CBEH down 11. JASO down 10 after reporting softer loss, drop below 50s. MMMW. SENY down 10. WEST, XSNX down 4.

STUFF ... Sluggish solar activity lately surprising scientists. Prolonged period of almost no sunspots could spark "little ice age" in N hemi ... Nissan agrees with Tesla: hydrogen cars won't work ... First Solar (FSLR) started on 1.4Mw plant in Japan. Online 1Q14 ... Bosch selling German solar panel ops to Solarworld (SRWRF) ... Mw-scale solar PV ops/maintenance market to reach 146Gw by '17: GTM Research ... Xcel Energy, Sun Share to develop 4.5Mw community solar gardens in Colo. 3 projects. Xcel plans 6.5Mw more in '14 ... Solar panel factory opened in Mozambique with $13M loan from Ex-Im Bank of India, other Indian help ... Bloom Energy completed 1st intl project with Soft Bank in Japan. Over 100Mw installed in US ... Last 100Mw of 300 of Apex wind project in OK sold to Western Farmers El Coop ... Vestas announced "Wind for Prosperity" to bring low-cost power to rural populations around globe. Partnering with Masdur (Abu Dhabi), Dane equity comp. Start next year in Kenya. Refurbed turbs with diesel backup to cut costs up to 30%. Goal $150-200M for next 3 yrs. Vestas est. ~50M people living without sufficient el in high wind zones ... Pakistan broke ground on 2.2Gw nuke plant near Karachi. China help. 6-yr build. Est. cost ~$10B ... Methane emissions ~1.5x greater than EPA est. in US in '07-'08: 15 climate scientists. Emiss from TX/OK 2.7x greater. Emiss from oil/gas ops could be 5x greater. EPA, others say methane emiss has been in slow decline since mid-'90's ... 39% of pension funds investing in clean/renewable energy infra ... Oil driller fined $1M for WY spill ... RWE (Germany) scrapped plans to build $7.3B wind farm offshore Britain. "Market conditions, (seabed) challenge." ... Colo rules to reduce fracking emiss. A 1st for states ... ND data shows far more wells drilled in '13 than '12 to maintain comparable production increase ... Est. would take 5% of world annual GDP each year to get to zero GHG emiss by '50. World now spends ~3% of GDP on fossil fuel subsidies. Industry creates ~30% of total emiss, agri 25%, bldgs 20%, trans 15%, power supply 5%, split another 5% between them ... New FERC rule to expedite, reduce cost of solar connects while maintaining grid reliability, safety ... Sauds started algae project on Red Sea. Up to 30K tons/yr production by '14 ... Indonesia palm oil production est. to grow 6% in '14 to 27M metric tons. Prices up to $950/ton ... Toshiba 20Mwh batt energy storage system for pilot project. Lith-ion batts. Early '15 install ... Cleveland Browns stadium turning food waste into el, fertilizer ... Tata planning acquisitions of wind, solar power as part of $260M/yr investment in "renewables" ... Ireland's state-owned energy comp Bord Gais got 3 acquisition bids ... Mytrah to raise $400-600M from Indian assets IPO ... Sun Ed to raise $300M in solar spin-off IPO ... Uganda selected 8 clean/ren energy projects for $56.7M FIT. Maybe 85Mw.

TUESDAY OPEN ... Market up 16/10/1. Volume normal. WTI ~$94 ... (stock #s in %) CSOL up 158. NPWZ up 58 on news. EWRL up 27, day 6 of climb out over lines, over double. WWPW up 19. ECAU up 12. PALAF, AMTX up 11. LMRMF up 9. ABAT up 5, starting back up? NENE up 3. XSNX up 2 .... ECOS down 50. SATCQ down 20. ENSL down 19. MMMW down 9. JASO down 8 after rerporting, drop below top lines (50-days). TSLA down 3, dipping below top 200-day.

MONDAY CLOSE ... Market flat, mixed. Volume normal. NG $3.85 ... PPRW up 98 on 200 shares. PTOS up 50. EWRL up 32 on news. PSPW up 29. SATCQ, NPWZ up 25. VLNCQ up 24. BLDW up 23. OOIL up 22. MMMW up 19. ECAU, JUHL up 17. FTEK up 14, new high. USEI up 14. SSOL, SLMU, SENY up 13. ADES up 10, new high. BFRE, EFOI up 10. NENE up 5. AQNM down 38. AEHI down 25. BSRC down 22. BLQN, GSPI, GWBU down 20. AMEL down 18. AMTX, NGLPF, UBRG down 16. CABN down 15. FCSMF down 14, new low. TRKP down 13. WEST down 4 on news. NTCXF down 4.

STUFF ... World large-scale solar installs this year already over 6Gw, on track to top 8Gw. 5.6Gw in '12. 3.6Gw in '11 ... Solar City (SCTY) major Calif expansion. 10 new ops centers ... Cal's carbon permits raised $297M in latest auction. All permits sold. 5 auctions raised $1.4B ... Syrian rebs captured large oil/gas field from govt ... 2 last-minute deals at Warsaw clime talks. Broad outlines of system for pledging emission cuts, support for new treaty mechanism to tackle human cost of effects of global warming. Also forest preservation progress. Next stop Paris in '15 ... Political turbulence threatens long-term investment in clean energy: Ernst & Young ... Underwater "cap" of Arctic permafrost melting, releasing more methane to atmos than previously thought: study ... Norway military fighting climate change with meatless Mondays ... India to put climate research station in Himalayas ... S East leading US in coal-to-NG switch at utilities ... Iran oil embargo still intact despite uranium deal ... NG flowing again in pipeline from Libya to Italy. Est. 200-300Kb/d being exported from Libya lately ... China to stop accumulating foreign-exchange reserves - mostly $ - now totaling $3.66T ... Sauds to extract NG from Red Sea. Up to 100B bls oil equivalent. Would increase Kingdom's reserves 38% ... Tullow Oil made another oil discovery in Kenya, their 5th ... Apache Oil says cost only 29 cents/bl to treat used frack water. $2.50/bl for proper disposal ... Job openings for N Am oil/gas industry exceeds qualified applicants. Unprecendented # of workers to retire next year ... VW new plug-in-hybrid-diesel concept car gets 214 MPG ... Afren Oil found more oil than expected offshore Nigeria. Up to 800M bls ... Bolivia developing nuke power industry. Working with Argentina ... Ecuador spent $2.8B on fuel subsidies 1st 9 months of '13, up 13% over '12 ... Fukushima cleanup est to take 30-40 yrs. TEPCO planning coal power plants on site ... At least 10 new large oil discoveries recently in Gulf of Mex. '14 deepwater production est. 1.5Mb/d. 1.9M by '20 ... Costa Rica plans to build 3 geothermal plants with Japan funds. They want 95% clean el gen by next year ... Oil pipe explosion in China killed over 50, shut off supply to area refineries ... 1st US criminal sentence for bird deaths at 2 WY wind farms. Duke (?) fined $1M for kill of over 150 migratory birds including eagles ... Exelon big winner in court ruling ending DOE fees for nuke waste removal/storage ... Judges ordering utilities to refund ratepayers for San Onofre shutdown costs ... Los Angeles oil field shut down over health complaints ... Cal to halt monitoring of hundreds of underground fuel leaks ... Big 5 oil comps $23B windfall from EPA rollback of RFS ... Ben-Gurion U researchers invented process to make oil from water, CO2 ... MIT researchers found way to boost lithium-air batt performance with virus-built nanowires ... Hong Kong group bought DOE loan, assets of Fisker Auto. Paid $25M on $168M loan ... Enel unit started on 36Mw solar farm in Chile. $60M. Chile has 6.9Mw of solar online from 5 plants ... Duke developing 30Mw solar in NC, online this year. ReneSola panels ... Brazil to auction 180Mw solar Dec 20. Max price $109/Mwh ... Pepsico recycling snack food waste into biogas, fertilizer in Turkey ... 3rd-party rating for climate bonds could unlock $22T of institutional investment ... Spain govt to revise renewable energy legislation to avoid lawsuits ... Green Plains (GPRE) closed on $101M deal for 2 ethanol plants with total 230M gal/yr cap ... Dutch grid operator needs 8B Euro to upgrade to adopt more clean energy ... UK to provide 50M Pounds climate finance for developing countries through '25 ... Statoil to build 30Mw floating offshore Scotland. 5 6Mw turbines ... Mahindra to build 150Mw solar in Tamil Nadu over next year ... KfW Bank (Germany) to loan $40M for Nigeria clean energy.

MONDAY OPEN ... Market up 40/2/flat. Volume slightly heavy. WTI ~$94, Brent down under $110 on Iran deal ... HOKUQ up 85 on 100 shares. PSPW up 36. SATCQ up 25. BLDW up 23. VLNCQ up 10. XSNX up 4. NENE up 3 .... NGLPF down 33. AMLM down 28. OOIL down 22. CHGI down 12. POLR down 11. ZAAP down 10. FCSMF down 9. ABAT down 4. NTCXF down 1.

FRIDAY CLOSE ... Market up 54/22/8. Volume slightly light. Oct US unemploy rates down in 28 states. NG $3.80 ... (stock #s in %) NGLPF up 46. AQNM up 38. BLQN, TRKP up 33. HIIT up 26, new high. EWRL up 25. UBRG up 20. PEIX up 16. GRPH, IFXY up 12. LEXG, GWBU up 11. HOKUQ, LMRMF, SPIR up 10 .... ECOS, WTWO down 33. BLDW down 18. DSTI, FNVRF down 16. QTMM, ENZR down 15. AWSL, ENSL, MKTY, USEI down 12. XSNX, POLR down 10.

STUFF ... After 50 years we should get all the intelligence on JFK assassination known. For clear history sake ... HSOL 12.9Mw order from Portugal ... US NG demand 70BCF/d. 25.5TCF/y by my math. Production over 24TCF/y from what I can find. But of course, imports from Canada ... Mexico NG demand 620BCF/y. Conventional reserves 17TCF. Shale gas resources est. at 545TCF ... Inter-Am Development Bank to loan $132M toward 90Mw wind project in Uruguay. Vestas turbines ... Energy Team Brasil to build 40Mw rooftop solar at dairy farm. Online by '15. 30Mw to grid ... Schneider El, partner to build 40Mw solar plant in Puerto Rico ... 3 comps to build 70Mw solar PV production plant in Argentina. Silicon ingots through glass/foil modules. Mid-'15 start ... LatAm wind capacity seen doubling next decade to 4.3Gw ... US brought 504Mw solar online in Oct: FERC. Near all large scale. 2.53Gw 1st 10 months '13 ... Suncor to expand Alberta tar sands oil production 10% in '14 to 430Kb/d. Comp's '14 cap expend budget $7.45B. Output up 16% this year over '12. All Canada tar sands production ~2Mb/d. Forecast rise to 5.2M by '30 ... Chevron 2nd thoughts on deepwater project offshore Scotland over costs. Found in '04. 240M bls. Statoil sold 30% stake earlier this year to OMV (Austria) ... Climatologists warning dry winter for US S west, Cal ... Arctic methane-emitting ponds may push fix on climate models ... Honda Accord picked Green Car of Year ... Hundreds of thousands of wetlands, thousands of miles of streams in Bakken Shale region within mile of oil/gas wells: USGS ... Biggest ever US methanol plant planned for TX ... EU set to approve 7% 1st-gen biofuel cap mid-Dec ... Indonesia biofuel producers likely to sue EU over anti-dumping tariffs ... Keystone pipeline start delayed to '16. TransCan expects "go" from DC early next year. Been waiting 5 yrs ... Apache Oil 1st comp to elim freshwater from frack process ... "Get rid of the green crap" Cameron (UK) showing true colors ... GE won 545Mw of wind turbine orders for 26 Brazil farms - 63% of latest auction ... Overwhelming majority of Hawaiians oppose charging solar customers ... Alstom got 170M Euro order to supply 4 turbine/generators for 2.6Gw heavy fuel oil power plant in Saud Arabia. Online '17 ... Mahindra (India) expects to add 150Mw solar next 18 mo in S India. Cheaper than grid ... Kyushu El Power to build 5Mw geothermal plant in Oita Japan. Online '15 ... SCTY '14 bond offering may reach $200M ... Wetlands destruction on rise from development, storms: FWS, NOAA ... Hilly Clinton calling for focus on sustainability. (I guess she's running for something.) ... Oil sands comps plan massive waste lakes in N Alberta ... FERC fined energy firms $304M in FY13 ... Oregon set pesticide restrictions to save bees ... China pipeline blast killed 35 ... PTC more critical to wind's competiveness than NG prices: Xcel Energy exec ... Asian Development Bank lending $110M for 100Mw Uzbek solar plant ... Tenaska Energy (Neb) closed refi of 130Mw solar project with $319M bond issue ... Bank of Am issued $500M 3-yr "green bond" ... Qnergy (Israel) bought bankrupt Infinia (Utah) - Stirling engine developer ... LDK Solar signed agreement for $256M credit facility.

FRIDAY OPEN ... Market up 6/14/1. Volume normal. WTI down under $95 ... (stock #s in %) HOKUQ up 100. BLQN up 33. ECAU up 15. PEIX up 14. GRPH, USEI up 12. LEXG up 11. NENE up 2 .... ECOS, WTWO down 33. BSRC down 31. MKTY down 21. DSTI down 20. AMEL down 18. CABN down 17. ENZR down 16. QTMM down 15. CSOL, WWPW down 13. ENSL down 12. GWBU down 11. FNVRF down 10. AMPD down 9. ABAT down 6. XSNX down 5. AMSC down 4, new low.

THURSDAY CLOSE ... Market up 109/47/13. Volume slightly light. WTI over $95. US jobless claims declined ... (stock #s in %) HOKUQ up 78. ECOS, WTWO up 50. AMLM up 40, day 10 of whatever going on here. AEHI up 33. LMRMF up 31. FNVRF up 26. GSPI, MKTY up 25. LEOM up 24, day 9 of this one. CABN up 22. WWPW up 21. DYAI up 19. QTMM up 18. AMTX, CHGI, ENZR up 14. GSFVF, XDSL up 13. GWBU, AMEL up 12. CRCL, POLR up 11. AMPD up 9. NTCXF up 8. XSNX up 6. NENE up 4 .... ONYX down 66. GERS, TRKP down 25. VLNCQ down 21. PSPW down 18. EWRL down 17. UBRG down 16. ZNNMF down 12. AQNM down 9. AMSC down 6, new low.

STUFF ... Saud prince says West's shale revolution threatens Saud econ stability as well as other oil exporting countries ... Iran's state NG comp declared bankruptcy ... GA Power dropped proposed solar customer charge ... Rivers, streams emit up to 2B tons CO2/yr: study ... One thing for Thanksgiving thanks in US: no hurricanes this year ... Great Lakes water levels rising, but still projected to stay below avg ... $390M NG processing plant project taking aim at flaring in ND ... EU imposed 5-yr anti-dumping tariffs on Argentina, Indonesia biodiesel ... BP added 2 new rigs to Gulf of Mex deepsea fleet, now 9 total ... 90 comps worldwide responsible for current climate change crisis: study. They produced near 2/3 all GHGs since begin of industrial age. Fossil fuels, cement makers. Half of emissions produced in last 25 yrs ... Philippines investing in mangroves to store CO2, protect against storms ... UK opposition major barrier to EU '30 clean/renewables target: EWEA chief ... Energy efficiency leading US M&A activity ... BARD (Germany) to halt offshore wind ops mid-'14. Insufficient orders ... Conergy (Germany) to build 40Mw solar plant in UK for Primrose Solar ... Solexant (Cal) rebranding as Siva Power, raising money to build 300Mw production line for its low-cost CIGS solar modules ... NM PRC to increase solar, non-wind clean/ren certificates ... China Development Bank lending Soitec (France) $32.8M for 20Mw CPV solar plant in China ... Kerala India targeting 2.5Gw solar by '30. 500Mw by '17 ... India forecast to install 1.75Gw solar in '14. 420Mw of concentrated solar likely ... EC taking Austria to court for failing to transpose EU renewable energy law into national law ... Ming Yang Wind Power $11.7M loss 3Q, 22% yoy rev rise to $157M ... Google wants Pub Svc of OK to carve out special customer class for large industrial, commercial customers who want to use more clean energy ... LeFleur new acting chairwoman of FERC ... US House approved bill to fast-track pipeline permitting ... India protesting US-led push to curb HFCs with Montreal Protocol ... Japan 1st, US 2nd in funding overseas coal power projects ... Asian carp DNA found in Ohio R ... New law already boosting US hydropower projects: FERC ... Russia court freed last of Greenpeace activists on bail.

THURSDAY OPEN ... Market up 83/35/8. Volume normal. WTI up near $95. 10-yr T bill 2.8%. US wholesale prices down again in Oct. UK factory orders highest in near 20 yrs ... (stock #s in %) HOKUQ up 25. LEOM up 24. XDSL up 20 on news. GSPI up 20. QTMM up 18. GRPH up 17. NTCXF up 4. XSNX up 3 .... GERS down 25. EFOI, UBRG down 16. VLNCQ down 14. EWRL down 12.

WEDNESDAY CLOSE ... Market down 66/10/6. Volume a little light. Gold under $1,250. 10 yr US bond 2.8%. Fed considering reducing bond purchases ... (stock #s in %) LEOM up 96, resting on top lines (200s). AMLM up 92, just above top line (200). EWRL up 71, jump over top line (200). GERS up 33. BHWX up 26 off bottom. ZNBR up 25. CREG up 24 on news after 3-day drop, up 4x since July. RAMPF up 20 off bottom. BFRE, GPRE up 10. AMTX, URRE up 9 .... ONYX down 98. AMEL down 36. PTOS, WTWO down 33. CRCL down 28. BLQN down 25. CABN down 22. ABAT, LEXG down 18. ASIUF, XDSL down 16. FNVRF down 15. CGYV down 14. IFXY down 13. MKTY, USEI down 11. JUHL, SLMU, XIDE down 10. TSLA down 4. XSNX down 2.

STUFF ... World reactors needed 65K tons of uranium in '13. World U mines produce ~58K tons/yr. Last shipment of Russian U processed from weapons shipped. 70 reactors under construction, over 160 planned, 315 proposed. U now trading at $35/lb. Expect doubling in 2-4 yrs. URRE a play. Athabasca region of Canada may become world's newest U source ... Trinity Solar installed 12.3Mw on NJ military base. 650 rooftops ... NY awarded Skidmore College $400K to launch "clean tech" institute to inspire creation of new comps in sector ... Cost to find barrel of oil equivalent up near 30% in '12 to $21.83: Ernst & Young. World oil reserves up 3% in '12, NG reserves down 2% ... Eni selling far north Russia NG field stake for ~$3B to Gazprom, Novatek. Paid $600M in '07. Enel also sold its stake in same field to Rosneft ... 12 teams competing in DC to find ways to get more heat, less emissions out of wood. 2.3M households primarily heat with wood. (I lived in 1.) ... US to join new $280M forest protection fund ... Businesses unaware of deforestation supply chain risks ... Global carbon emissions heading to new high in '13: report ... Germany may need 100x offshore wind boost to reach "green" target: study ... London banks closed carbon trading desks with ETS turmoil ... China moving to avoid carbon market permit glut ... Former NETL director indicted on obstruction of justice ... Walkout by developing nations at Warsaw climate talks ... VA oyster harvest almost double last year's ... NJ comps filed suit v. state's '12 Solar Act ... SEC asked to probe biomass comps' failure to disclose emissions ... DOE $5M to expand "fire ice" research. (I assume it means undersea methane.) ... US govt shutdown cost NRC $10M in lost productivity ... Toyota preparing hydrogen fuel cell car for '15 ... Russia court freed 5 more Greenpeace activists ... Alaska considering taking equity stake in NG pipeline. 34 TCF on north slope ... Iran's state NG comp on last legs. Talks now in Geneva. Probable Friday announcement on nuclear agreement. Or not ... Pumped hydro projects may be best way to store solar, wind power on grid: Stanford study ... Toyota told Thai govt to ditch B7 biodiesel for bio-hydrogenated diesel (B20) ... UC Davis researchers: Brazil palm expansion could be worse than diesel ... Argentina to take Spain to WTO over biodiesel quotas ... Refinery explosion in Belgium. 2 dead ... Over 400 shale oil/NG wells to be drilled outside US in '14. Most in China, Russia. Algeria, Argentina also with favorable geo conditions. Algeria reserves now est. 707 TCF ... TEPCO extracting fuel rods from #4 Fukushima. To take near year to move the 400 tons ... Sun Ed (SUNE) got $100M loan from OPIC, IFC for 50.7Mw solar farm in Chile. Another $25M from Rabobank ... Cal over-counted GHGs. Double-counted emiss from NG suppliers, output from NG power plants. Will be 150M extra creds floating around ... Japan installed 4.09Gw of clean energy in 1st year of FIT ... Verve Energy (Australia) halted development of 250Mw wind farm, disbanded sustainable development team ... Mid American Energy closed buy of 500Mw wind farm project from Invenergy ... 6 main multilateral banks delivered $27B of climate finance in '12. World Bank $11B ... Poland to install controls to prevent German clean/ren energy entering Pole grid. (What's their dam problem?)

WEDNESDAY OPEN ... Market up 13/11/4. Volume a little light. WTI under $94 ... (stock #s in %) AMLM up 169, jump over top line. LEOM up 107, jump back to top lines (200-day) from bottom lines. EWRL up 72, jump over top line (200). GERS up 33. AMTX up 20, back to bottom lines (50s). URRE up 13, back over top line (200). GPRE up 9, back to top lines (50s). ZNNMF up 9, day 4 of surge above top line (200). XSNX up 7, above top line .... ONYX down 98. WTWO down 33. AMEL down 29. CABN down 23. ABAT down 20, catch the falling knife? UBRG down 16. USEI, XDSL down 11. SSOL, GWBU down 10. TSLA down 2, day 3 at top bottom line (200). NTCXF down 2. NENE down 1.

TUESDAY CLOSE ... Market down 9/17/3. Volume a little light. $13B JP Morgan Chase settlement with US over '08 crash ... (stock #s in %) AMEL up 72. Could see that coming. ASIUF up 67, up 6x on year. HOKUQ up 62. PTOS, WTWO up 50. CABN up 29. EWRL up 27. HIIT up 25. AMTX up 22. MGLT, UBRG up 20. JUHL up 17. USEI, ZNNMF up 12. AMSC up 5, the downslide stopped. It's only superconductivity in wind turbines ripped off by the Chinese. Hay, no room for bitterness. Business is a good substitute for war. Like football. Imagine national football teams. Iran playing US on Sunday in Iran. Come on, really, let's grow. But watch the dam injuries .... AMLM down 47. (AMLM, AMEL seem symbiotic). LEOM down 46, back to bottom lines (50's). BOPO down 40, also back to bottom 50s. ECOS down 33. NGLPF down 26. LMRMF down 24. SATCQ down 20. ASPW, WSGP down 17. BFRE, LEXG down 15. ORYN down 13. GWBU down 11. CHGI, RAMPF, SENY down 10. QTWW down 9.

STUFF ... Colo gov wants stricter limits than fed's on GHG leaks from oil/gas drilling ... Cal needs to set 51% clean energy target to keep market humming: report ... Guatemala launched forestry project to capture CO2. New Guinea leading attempt to block forest protection measures in Warsaw conclave ... US ethanol production hit 22-mo high in Oct. Lower corn prices led to higher margins. Advanced biofuels - mostly sugarcane ethanol - fell by half from Sept ... China New Energy to develop 2 biorefinery projects in Hungary. $97M total. 1st to convert 150K liters/d of corn to ethanol. 2nd 300K ... Argentina sees doubling of biodiesel exports to US after anti-dumping tariffs by Europe. Exports could reach 450K metric tons 4Q13, 2x over last year ... Potential power from FL Straits current - GOM to Atlantic - ~20Gw. Tethered "kites"/turbines being developed. Gulf Stream potential 100Gw ... UK researchers say can reduce nuke waste volume up to 90% by turning it into glass ... Proposed ballot issue in Ohio for $13B/10yr for clean energy development re-submitted to Sec of State ... Trina Solar (China) returned to profit, 1st in 2 yrs. Raised shipment forecast 11%. Revs up 24% over last Q. 3Q shipments 774Mw, 2X yoy ... Bharat Light & Power (India), IBM to boost wind farm output on better managed data to raise ops efficiency ... Japan probably achieved 8.2% GHG cut '08-'12 from '90 levels: Ministry of Enviro. 6% redux set by Kyoto in '97. Emissions up since nuke shutdown, though ... SoftBank unit, Mitsui to build 22.4Mw and 19.6Mw solar plants in Japan. Online in '15 ... Toshiba, Orix to build 2Mw geothermal plant in Japan for under $20M. Online in '15 ... NY $4.8M for projects to develop advanced techs for more energy efficient bldgs ... Global avg temp up .5C since '70's. Surface waters where Haiyan formed were up to 1C over normal. Extreme wx expanding measuring metrics. Needed a new cat to measure Haiyan (Cat 6) ... Fed appeals court ordered DOE to stop collecting fees for nuke waste disposal because Yucca abandoned, no other plans .... US regulator launched probe into Tesla fires ... Hyundai plans rollout of hydrogen-powered SUV next year ... Russia court released 7 Greenpeace activists ... EIA: US NG demand to be flat in '14 v. '13. Avg. 69.6BCF/d ... GM, Detroit Renewable energy to turn Detroit solid waste into 15.8Mw of steam to heat/cool 58% of GM assembly plant. Online in spring ... Scatec Solar (Norway) to build 50Mw plant in Ghana for 70M Euro. Online in '15 ... Punjab approved 250Mw of solar projects ... Sky Harvest (Canada) sold 150Mw Saskatchewan wind farm rights to major Canada wind developer ... Atico (Brazil), Steag (Germany) to invest $331M in 150Mw Brazil biomass plant ... NADB, BECC may finance 155Mw Mex-US cross-border wind project ... Jordan approved 117Mw wind farm. $289M ... Brazil sold 897Mw wind power projects at auction. 39 farms. No solar.

TUESDAY OPEN ... Market up 45/6/1. Volume light. WTI $93. OECD cut global growth forecast ... (stock #s in %) GERS up 33. UBRG up 20. NORX, HOKUQ up 12. HIIT, VLNCQ up 11. ECAU up 9. NENE up 4. XSNX up 3 .... ECOS down 33. SATCQ down 20. EWRL down 17. LEXG down 16. ZAAP down 14. CHGI, ENSL down 13. SSOL down 12. MMMW down 11. CCGI, RNWEF down 10. ABAT down 7 after hitting 5th new high in row, ride over.

MONDAY CLOSE ... Market flat, mixed, Naz down 36. Volume new normal. WTI down ~$92, Brent over $108. NG $3.72 ... (stock #s in %) BOPO up 144, jump off bottom lines (50-days). WTWO up 100. VLNCQ up 57. ECOS up 50. BLQN up 33. LMRMF up 32. ABAT up 31, another new high, day 4 of surge out of lines, over double. XSNX up 27. SATCQ, ASPW up 25. AMLM up 23. NGLPF up 20. NENE up 17, rebound off plunge, top lines (50s). CRCL up 16. CHGI up 15. ZNNMF up 14. GWBU up 12. SLMU up 11 .... HOKUQ down 71. LEOM down 31, back to top lines (200s). ASIUF, GERS down 25. GRPH down 22, new low. TRKP down 22. WWPW down 21. USEI, GSPI down 20. CABN down 18. NORX down 17. MGLT down 16. AMSC down 14, new low. AWSL, REGI, RSOL down 14. EFOI, GEVO down 13. AQNM down 11. CCGI, TSLA down 10. TSLA hit top 200-day. NTCXF down 7.

STUFF ... Most of world's coal needs to stay in ground if GHGs to be held in check: UN top climate official ... Fed judge directed DOE to pay Maine Yankee $35.7M for 17 yrs of nuke waste storage ... Missing data from Arctic a reason for "pause" in global temp rise: study ... Deadlier heat waves to strike east US: study ... Obama admin launched multi-agency effort to tackle future droughts ... Underwater volcanos could be melting west Antarctic ice sheet: study ... Climate change-caused extremes difficult to pinpoint locally but clear at larger scale: study ... UCLA launched project to research local climate adaptability ... Pakistan telling US drillers country's "open for biz". Promising higher returns ... Revised Alaska fracking rules protect trade secrets ... DOE authorized 400MCF/d increase for TX LNG export project for total 1.8BCF/d for 20 yrs ... US crude production up 123Kb/d last week to 7.98Mb/d ... US admin proposed cutting biofuel requirements for '14 ... IEA: Iran's Oct oil exports down 715Kb/d from Sept. Also, maintenance, terrorist attacks cut Iraq oil production 715Kb/d since Sept. Baker Hughes, Schlumberger have withdrawn all Iraq workers, suspended ops ... IEA: inability of Brent oil prices to fall much below $110 having major effect on econ growth in developed countries ... Gazprom NG exports to Europe up 15.6% this year from lower LNG imports to Europe ... ET Solar (China) supplying 21Mw solar panels for NC project ... Rene Sola (China) to supply 53Mw solar modules for TX project ... Suzuki to invest $56M to build 18Mw solar project in Japan ... US clean energy public markets up 4x in 9mo13 ... DIF fund buying 40Mw Ontario solar projects from Canadian Solar (CSIQ) ... DONG greenlighted 2.2B Euro Gode Wind projects offshore Germany.

MONDAY OPEN ... Market up 41/(02)/0. Volume normal. WTI under $94 ... (stock #s in %) WTWO up 200. HOKUQ up 81. ACFN up 18. CABN up 17. CRCL up 16. ORYN up 14. ABAT up 10 more, another new high. ENZR up 10. WEST up 7. NENE up 6 ... WSGP down 21. SSOL, TRKP down 20. BIOF down 14. REGI down 13, fall through bottom lines (200s). LEOM down 9. AMSC down 3, new low.

FRIDAY CLOSE ... Market up 85/13/7. Volume very heavy on options expiration. WTI under $94 ... (stock #s in %) ONYX up 220. AEHI up 50. LEOM up 37, rebound off top lines (200-day). CRCL up 30. GEVO up 26 on huge volume, back to bottom lines (50s). WSGP up 23. MGLT up 20. CCTC up 18. CCGI up 16, up 2x since early Oct. PEIX up 14 on heavy volume, bounce off recent slide to new lows. SOPW up 14. CBAK up 10 off top lines (50s). ZNNMF up 10, back over top line (200). HOKUQ up 10. ABAT up 8, new high .... VLNCQ down 42. CBWP down 39, new low. SSOL down 34, back to bottom lines. PTOS, ECOS down 33. NENE down 29 on heavy volume after hitting new high, back to top lines (50s). LMRMF down 28. ASPW down 20. CABN, CERP down 19. ALGXY down 18, new low. CREG down 17. UBRG down 16. ENSL down 14. CHGI, LIME, XSNX down 13. GWBU, PSON down 11. AQNM, LSCG, NGLPF down 10. WEST down 7. CDXS down 3, new low, day 3 of plunge.

STUFF ... TVA to shut down 8 coal units at 3 power plants. Now burn 20% of agency's coal. Plans to gen 20% of power from coal, 38% now ... Calif to near double current wind, solar power by '20: regulator ... Solar City (SCTY) got low-investment grade rating on $54M of bonds backed by ~82K power contracts currently. Expects to double that in '14 ... Last shipment of nuke fuel from Russia bombs headed to US. Russ, US down to 2K nuke warheads each now. 1,550 by '18. ~700 tons surplus high-enriched U between them ... NRC concluded radioactive waste from reactors can be stored up to 60 yrs after power plant closing ... Climate change melting permafrost in N Canada covering disposed oil/gas drilling waste now leaking into environ ... AZ regulators approved $.70/Kw rate hike for rooftop solar owners start in '14 ... Brazil deforestation rate rising after years of decline ... Cal judge upheld cap-and-trade auctions ... Ethanol prices in Rotterdam at 40-mo low. 2 giant wheat-based eth plants coming online in UK, E48 imports from US ... Canada planning nuke waste storage on Lake Huron coast. Over 2.2K ft underground in limestone covered with 660 ft shale layer. Mich folks concerned ... Uzbekistan ran out of gasoline again ... Ecuador's highest court halved Chevron's fine to $9.5B ... IKEA to buy 46Mw Canada wind farm from Mainstream. Also to build S FL's largest solar array on Miami store roof ... Altus (CT), Catlin formed $34M fund to finance commercial solar plants. Wants to invest up to $100M next 8-9 mo ... Japan lowered emissions goal. To allow 3.1% increase from '90 levels by '20 instead of 20% cut. (They still have all their nukes turned off.) ... Japan's largest refiner won exclusive rights to sell First Solar (FSLR) panels in Japan. FLSR plans to invest $100M to develop plants in Japan next several yrs ... Chevron refinery explosion in Miss. 1 dead ... CDC Gap (UK) committing $25M to Green Infra's (India) $125M round ... Hydro-Quebec must launch 450Mw Quebec wind tender by yearend ... OPIC financed record $1.2B of clean/renewable energy projects in '13. $1B in '12 ... 2 Canada firms closed $167M for 40Mw BC biomass project ... Greencoat UK Wind to raise up to 135M Pounds thru new share offer ... Atlantis (Australia) bought 398Mw tidal stream project in Scotland ... First Wind-Emera JV secured $320M corp credit package ... Russia GDP/capita over $16K by yearend, highest among BRICs. Unemploy 5.4%. $1.8K/capita debt burden (US over $36K). Merrill Lynch forecasts tripling of Russ middle class by '20 to over 150M ... Constellation won coal-free power supply agreement with Chicago ... DOE investing over $7M to deploy Native American Nations clean energy projects (9) ... Cal approved "offsets" to ease compliance with carbon rules.

FRIDAY OPEN ... Market up 47/3/2. Volume heavy - options Friday. WTI up over $94. US factory production up .3% Oct ... (stock #s in %) WTWO up 100 on news. AEHI up 50. MGLT up 20. SOPW up 10, up 10x since June. AXPW up 10. PEIX up 9, bounce from 6-day fall. ABAT, NENE up 7 more, both new highs. NTCXF up 1, new high .... VLNCQ down 35, new low. LMRMF down 30. GERS down 25. GSPI down 21. XSNX down 19. ALGXY down 17, new low. SSOL down 15. CERP down 13 (I think reported). ENSL down 12. BLDW down 11. NGLPF down 10.

THURSDAY CLOSE ... Market up 54/7/8. More records. Volume strong new normal. WTI back up to ~$94. Brent ~$107 ... (stock #s in %) GERS up 100. CGYV up 47. CREG up 40. BIOF up 30. ABAT up 30, new high, day 2 of surge I told you about I must say. VLNCQ up 29. CABN up 28. AMEL up 22. PLUG up 21, back up over top line (50). UBRG up 20. BOPO, ENSL up 19. LEXG up 16. DSTI up 15. AMLM up 14. ALTI, EWRL up 13. NGLPF up 12. POLR up 10. NENE up 7, new high. NTCXF up 5, new high .... ONYX down 66. LEOM down 38, that ride over. BHWX down 31. BSRC down 24. NORX down 17. CRCL, EFOI down 14. GRPH, ORYN down 11. PEIX down 10, new low. JUHL, SWET, CPWY down 10. LSCG down 9.

STUFF ... Ethanol damaging enviro much more severely than US govt willing to admit: AP. 5M acres converted from conservation to corn since '09. Destroying habitats, polluting water supplies ... Rene Sola (NYSE:SOL) completed 2.5Mw solar plant in NM ... US utilities bought 7.6Gw wind power capacity 1st 9 months '13. 70Mw in 3Q, down 96% from last year. 13.1Gw installed last year ... Power Secure (POWR) completed 3Mw solar plant for QVC NC distrib center ... U of S FL engineers use salt-filled ceramic balls in concentrated solar system to operate up to 12 hours after sundown. Cost down to $2K/Kw for solar thermal system, $15/Kwh for storage. Other systems have been $3K and $40 ... U of C FL got $3.2M from DOE to lead 1 of 4 consortia to develop distributed energy techs, increase engineering capacity, prepare for national shift to clean/renewable energy ... Spain court found no criminal responsibility for '02 oil spill on coast ... Scientists improving models to predict killer cyclone storm surge ... Climate change poses major threat to big game: report ... Tesla (TSLA) plans pickup truck in 5 yrs ... IEA: non-OPEC oil production to increase 1.1Mb/d this year, 1.7M in '14. Asia, Europe paying 2x for energy than US ... Pipeline explosion, evacuation of TX town ... DOE plans to move uranium waste to NV landfill ... Google, KKR investing $400M in 6 solar plants in Cal, AZ. Recurrent building total 106Mw, online Jan ... Neste Oil signed on with Dutch av biofuels initiative ... Houston VA med center to produce near 12Mw biodiesel power ... Repsol (Spain) plans to invest $4B more in Venezuela oil/gas projects thru '22. Want to increase output from 40Kb/d now to 100K. Country reserves some 211B bls. Wants to boost production to 6Mb/d by '20. Repsol total invest plan $25B thru '15 ... Intelligent Energy marketing world's 1st hydrogen fuel cell mobile phone charger ... Shell to sell $15B of assets to offset record investments ... EIA: US gasoline prices to avg $3.39 in '14 ... JA Solar (JASO) selling 30Mw to 4 UK projects ... Eurus Energy (Japan) to build 14Mw solar in N Japan. Canadian Solar (CSIQ) panels. Online '15. Also 33Mw plant planned in Hyogo. Online '15 ... WalMart failing its post-Katrina climate pledge ... NTR suspending investment in US wind over PTC concerns ... US clean energy project finance down 34% 1st 9 months '13 ... Africa Renewable Energy Fund raised $64M. Targeting up to $200M ... US judge blocked sale of $700M Hoku polysilicon plant in Idaho ... Trillium Power (Canada) moving forward with $2.15B offshore wind stoppage lawsuit v. Ontario ... Geronimo approved for 200Mw ND wind farm ...Gaelectric (Ireland), Dresser-Rand to invest 300M Pounds in compressed air energy storage project ... IEA: clean/renewable energy to meet 31% of global power gen by '35. 20% in '11. (I think we can do better than that.)

THURSDAY NOON ... Market up 52/4/8. Volume heavy. WTI down near $93. German econ slowing, France GDP down. Options Friday tomorrow ... (stock #s in %) BIOF up 36. CABN up 31. AMLM up 28. MGLT up 20. AMEL up 16. ABAT up 15 more, day 2 of breakout. CREG up 15 after reporting, new high. PLUG up 15 after reporting, back over top line (50). LEXG, NGLPF up 12. CBEH up 10. NTCXF up 5, new high. NENE up 4, another new high .... ECOS down 33. XIDEQ down 21. NFEC down 17 after reporting, back under top lines (50s). EFOI down 17, hit top lines (50s). CRCL down 14. TRKP down 13. VLNCQ down 11. XDSL down 10. PEIX down 3, new low.

WEDNESDAY CLOSE ... Market up 71/45/14 ... (stock #s in %) ONYX up 200. QTWW up 35. LEOM up another 30. GSPI up 27. USEI up 25. IFXY up 24. ABAT up 21, breaking out. CSKH, EVSI up 20. CRCL up 17. WWPW, URRE up 14. CSIQ up 13, new high. GRPH, VLNCQ up 12. AMTX up 11. NENE up 10, new high. CCGI up 9. JASO up 5, new high. NTCXF up 5, new high. FSLR up 4, new high .... PPRW down 88. AEHI down 60. CGYV down 41. GERS down 33. CABN down 26. BLQN down 25. CPWY down 23. AMLM, SATCQ down 20. CLNT down 19. ALTI, CDXS down 15. DSTI down 13. XIDE down 12. NPWZ, MMMW, GPRC down 11. AMEL, PSON down 10.

STUFF ... Petro China to buy Petrobras Peru assets for $2.6B ... New 4Mw solar farm on Marshfield, Mass landfill ... Fluor completed 125Mw solar plant in AZ ... WY to make oil/gas industry conduct baseline groundwater sampling before drilling wells and at least 2 times after ... Codexis (CDXS) ending its enzymes for cellulosic biofuels biz ... Saskatchewan Govt Insurance won't underwrite biodiesel farms ... Adkins Energy (IL) got $.5M Rural Energy for America grant to start build on $4.5M, 2M gal/yr biodiesel plant. Online in '14 ... Blackbird Energy (Canada) (TSX-BBI) hit oil in 1st well in Saskatchewan ... 2nd tanker in month hijacked near Singapore ... Energy UK warning power bills could increase another 50% by '20. But says UK now has lowest NG prices in Europe, 1 of lowest power prices. UK household power bills already up 70% since '04 ... Acciona (Spain) sold 300Mw of turbines for 2 TX wind farms for over $400M. 3Mw turbines. Online in '15 ... Global PV solar demand 9Gw in 3Q13, up 6% from 2Q, up 20% on year. China's share now 25%. Navigant: PV capacity should more than double from '13 to '29 to over 73Gw. Global capital investment in solar manufacturing predicted to surge 42% to $3.3B in '14, another 32% to $4.3B in '15 ... Musk: no recall needed for Tesla S after 3 fires ... Helios Energy Investments (Israel) raised $90M for clean/renewable energy finance. Over 3x target ... BLM approved most of proposed 990-mile Gateway West wind power line ... Brazil to launch bids for A-3 energy auction Monday ... E.On (Germany) selling 80% stake in 207Mw Baltic offshore wind farm to SEAS-NVE (Denmark) ... Australia govt wants to cut ARENA funding $400M - half its funding thru '17 ... Capstone Infrastructure (Canada) 76% rev growth 9mo13 ... Hanwha Solar (HSOL) $75M loss 3Q on tax charge ... Capital Dynamics (Switzerland) bought 68Mw of biomass power plants in Australia ... Ontario opened aps for 123Mw of FIT'd small-scale solar projects. 10-500Kw each ... Oil by rail in US ~$5/bl more than by pipe. But much more range of delivery.

WEDNESDAY OPEN ... Market down 64/0/3. WTI up 50 cents ... (stock #s in %) LEOM up 50 more, day 3 of surge, near up 4x. ENSL up 34. QTWW up 18 back toward Oct. top. AMTX up 17. BLDW, VLNCQ, WWPW up 14. PLUG, USEI up 12. ABAT up 11, breaking out of plateau, above top line. CSIQ up 9, new high, after reporting 1st profit in 9 Qs, up 15x last 12 months. FTEK up 5, new high. XSNX up 4. NENE up 1, new high .... CGYV down 41. SATCQ down 20. RNWEF down 19 on 100 shares. CLNT down 19. LEXG down 12. GWBU down 11. MKTY down 10.

TUESDAY CLOSE ... Market down 32/0/5. Volume a little heavy (new normal). WTI down ~$93 ... (stock #s in %) CGYV up 87. AEHI, CBWP up 66. LEOM up 45. DSTI up 27. ALTI up 26, new launch off come back from Oct jump. AMLM, SATCQ, UBRG up 25. BFRE up 24. FTEK up 18, new high. WWPW up 16. MMMW up 13. PSPW up 11. AQNM, SWET up 10. ADES up 9, new high. AETI up 5, new high. NENE up 2, new high .... VLNCQ down 43. ECOS down 25. EWRL down 19. ASIUF down 16. AMTX down 15. HSOL, STRI down 14. PEIX down 13, new low. USEI down 11 on news. GSPI, HOKUQ, SOPW down 10. XSNX down 9. TSLA down 4.

STUFF ... Shale effect on oil supply not expected to last past '20: IEA. Also predicting CO2 output to rise 20% by '35. Sees world headed for 3.6C rise in avg. temps. Also predicting potential oil supply crunch, higher prices as key Mideast producers delay investment in face of US shale production surge ... Venezuela inflation at 16-yr high. Shortages rising ... First Solar (FSLR) got a 40Mw PPA ... Canadian Solar (CSIQ) got 32Mw China sale ... Vanderbilt U researchers working on energy storage in solar cells. Silicon-based, graphene-coated supercapacitors ... Climate change shifting global rainfall trends: study ... Clime change may undermine fed Great Lakes restoration effort: GAO ... CFC ban linked to global warming "pause": study ... S FL govts formed alliance over sea level rise ... 692Mw NG power plant cleared for construction in Salem Mass harbor plant ... Separatist Libya region announced new indy oil comp over weekend after taking over sea ports operated by National Oil, Eni. Separatists given 10 days to clear out ... Alt Fuels Americas (US) booked $14M of sales for over 3.7M gal biodiesel from Costa Rica comps ... Philippines coconut oil exports up near 50% last 9 months as country failed to implement B5 blend ... Malaysia comp sent its first biodiesel shipment to Europe. 4.2K metric tons of palm oil biodiesel ... Dutch town to divest shares in some 200 fossil fuels comps. Also local court ruled against earlier decision to allow shale test drilling ... Duke U engineers unveiled device that gens power from background electromag radiation. Same efficiency as solar panels ... Alterra Power (Can) to buy remaining 49% of 62Mw hydropower project in BC from GE. Online '16 ... 6-comp JV in India to let bids in March for 1Gw solar plant ... Greenko - Indian comp backed by Singapore sovereign fund - completed 51Mw wind project. Plans to build 2Gw of hydro, wind by '18 ... Japan private, public sectors plan to provide $16B by '15 to help developing nations tackle clime change. Also plans sattelite in '17 to monitor Asia GHG emissions ... Boeing working with RER Hydro (Can) to install marine turbs in St Lawrence River. 9Mw. 1st commercial order for system. Boeing has exclusive rights to market worldwide ... Tea Party faction joining with Sierra Club to promote solar ... Japan plans to borrow $30B more for Fukushima cleanup ... Goldpoly (China), Kunlun Trust to buy 500Mw of China solar projects thru '14 ... Yingli 3Q $38M loss, revs up 60% ... Foresight Fund (UK) bought 32.2Mw solar plant for 43.7M Pounds ... Global climate change talks kick off in Warsaw. Looking for carbon emissions reduction accord.

TUESDAY OPEN ... Market flat, down bias. Volume normal ... (stock #s in %) LEOM up 45, day 2 of jump, today over top lines. SATCQ up 41. CRCL up 30. UBRG up 25. MMMW up 18. FTEK up 12, new high, after reporting. GWBU, XDSL, PSPW up 11. ABAT up 8, may be breaking out of plateau. ADES up 7, new high. WEST up 6. NENE up 3, new high .... GERS down 33. ECOS down 25. AMTX down 15. LMRMF down 14. HSOL down 13, back to top lines (50s). STRI down 11 after reporting. GSPI, CHGI, HOKUQ down 10. XSNX down 3.

MONDAY CLOSE ... Market flat. Volume a little light ... (stock #s in %) LEOM up 91 from bottom lines to near top lines. AEHI up 50. ECOS up 33. CCTC up 27. XSNX up 20. SSOL, ASIUF up 19. AMLM up 16. NFEC up 15. CCGI up 14. RAMPF up 12. KNDI, CHGI up 11. JASO up 10, new high. NENE up 8, new high. FSLR up 4, new high. CSIQ up 3, new high .... IFXY down 21. BFRE, CRCL, ENSL, HOKUQ down 20. WWPW down 19. CSKH, GSPI down 16. VLNCQ down 15. ALGXY down 12, new low. AMPD, QTMM down 11. ABAT, DSTI, GWBU, XDSL down 10.

MORE STUFF ... Russia forecasts oil prices to remain flat, adjusted for inflation, thru '30. Also cut Russia econ forecast to 2.5%/yr growth thru '30 ... Production at Kazakhstan's huge oil field won't resume before next year. Halted last month from NG leak ... Iran econ to contract 1.5% this year after 1.9% in '12 ... Crude oil train derailed, exploded in rural Ala on Friday ... Cyprus agreement with Total for LNG export terminal. Possible '17 start if warranted from production ... Greece finds in Ionian Sea similar to earlier finds in Italy, Albania waters ... Canada study of Montney formation est. 450TCF marketable NG, 1.1B bls marketable oil ... US homes heated by oil down from 17.2M in '73 to 8.1M in '11: EIA. Oil to cost a home over $2K this winter, NG ~$680 ... 32% increase in warming effect of GHGs '90-'12: WMO ... $2T of savings from fuel econ, improvements in ICE vehicles thru '25 can help fund long-term transition to plug-in hybrids: Global Fuel Econ Initiative.

STUFF ... '13 US corn crop est. new record near 14B bushels. 7% over previous record. 30% over '12 (drought). 160 bush/acre, 2nd highest ever ... Egypt attracting $8B for energy sector investment in '13-'14 budget. 14 energy agreements last 2 weeks ... Brazil biofuel supply glut. 7% biodiesel blend coming in Jan. Record soy crop, 10% over last year ... Shell to drill 1st wells next year in $10B Ukraine shale gas project ... Argentina warning Brit oil comps to stay clear of Falklands ... Uranium at lowest prices in 5 yrs, ~$35/pound ... Siemens Kansas plants landed MidAm Energy order. 1,344 wind turbine blades, 448 nacelles through '15 ... Energy consumption in 6 New England states expected to grow 1.1%/yr thru '22: grid operator ... 45Mw wind project proposed for Oahu ... Floating 2Mw wind turbine offshore Fukushima now online. Plans for 2 more 7Mw turbines ... Ford, Microsoft among investors in $1B green bond fund launched last week for "climate smart" investments in emerging markets. 2nd green bond fund this year from Intl Finance Corp. Green bond mart now est. at $346B, double over '12 ... Morgan Stanley launched sustainable investing institute ... JA Solar (JASO) agreements (2) to supply 70Mw thru 1Q14 to China comp for rooftop solar projects ... Quercus expects to raise 3 clean/renewable energy funds next 12 months ... Armstrong Asset Mgmt closed 1st clean/renew energy fund. Focus on small-scale projects in SE Asia. $164M ... ALLETE Clean Energy (MN) to buy 3 wind farms from AES. 231MW ... Co-op Bank (UK) to spin off clean/renew energy finance unit into stand-alone biz ... ACME Group (India) plans to invest up to $1.4B in solar installs next 4-5 yrs ... 2 German parites agree to increase '20 clean/ren energy target to 40% of power gen, cut support for wind ... EPA seeking public input on best ways to reduce carbon emissions from existing power plants ... Enviro group claims water polluted near all 11 TVA coal plants ... Vestas to hire hundreds at 2 plants ... Hawaii's 2 el comps investing in tech that will allow more rooftop solar on their grids.

MONDAY OPEN ... Market flat, mixed. Volume a little light on semi-holiday. WTI up over $95 ... (stock #s in %) AEHI up 50. ECOS up 33. UBRG up 25. SPIR up 23 off all lines, back to Oct. top. GRPH, CCTC up 17. RAMPF up 11. CCGI up 9 from bottom lines (50s) to over top lines (200s). WEST up 5. NENE up 4. NTCXF up 2. XSNX up 1 .... HOKUQ down 28. GWBU down 26. ENSL down 22. JUHL, ZAAP down 15. LMRMF down 14. AMPD, LEXG, USEI down 11. XDSL down 10.

FRIDAY CLOSE ... Market up 167/61/23. Volume new normal higher avg ... (stock #s in %) ONYX up 2400. PPRW up 200. EWRL up 37. AMLM up 33. OLED up 25. NGLPF up 22. RVLT up 21. LEOM, ORYN, DSTI up 20. ADES, JUHL up 17. ABAT, GSPI up 14, MMMW up 13. BIOF up 12. AMTX, HSOL, NFEC, OESX up 11. LEDS, EVSI up 10. CSIQ, ACFN up 9 .... AEHI down 60. CRGE down 50. CGYV down 46. ECOS down 25. FNVRF, CCTC down 22. GRPH down 12. CRCL, LMRMF down 11.

STUFF ... Energy Fuels (US) to idle uranium mine near Grand Canyon in agree with Native Am, enviro groups ... Location of nearest EV charge station or NG pump now an ap ... DOE secretary: carbon capture/storage tech "ready". (Um... the economics?) ... World coal industry planning Poland "summit" coincident with UN clime soiree ... 600K bats died on US wind farms in '12: study. (Bats eat insects.) ... China launched pilot markets for national emissions trading ... Merkel set goal for CO2 reduction ... Bakken boom linked to haze over T Roosevelt Park ... Storm toppled wind turb in Wash ... DOE: only 1 older tank leaking at Hanford. (G, that's acceptable, huh kids?) ... Clean air improves Chesapeake Bay watershed: study ... MO state board agrees to comply with Clean Water Act ... Fuel rods coming out at Fuku. Please be careful ... Oil-linked NG pricing retreating in Europe, growing in Asia ... UK confirmed plans for 39Gw offshore wind by '30. July '12 to July '13 capacity up from 1.8Gw to 3.3 ... Celanese teaming with CNPC (China) on coal-to-ethanol ... GE Aviation to buy cellulosic av biofuel from D'Arcinoff ... Spain leaving out foreign biodiesel producers next 2 yrs ... Sasol (S Africa) , GE developing Anaerobic Membrane Bioreactor tech to clean waste water while producing biogas ... Brit Gas 4.4B Pound LNG deal with Qatar through '18. 3M tons/yr. 13% of Brit demand ... EU scrapping plans for new 4.7% tariff on jet fuel imports. Europe '12 demand 1.2Mb/d. 1/3 from imports ... USDA expects record corn crop ... BLM clearing way for major new solar project in Cal Mojave ... OG&E est. will have to spend up to $1.5B to comply with several enviro rules, recent court rule ... 12Mw/$40M solar plant groundbreak on Kauai. 5% island's demand. '14 online. HI's largest so far. 10-13.5 cents/Kwh v. fuel oil's 23 cents ... Scientist concerned with radiation in Fukushima debris approaching N Am west coast ... Singapore launched tidal power test bed.

FRIDAY OPEN ... Market up 96/46/9. Volume a little heavy becoming norm. 204K jobs in Oct. Aug, Sept revised up. Gold back under $1,300, 10-yr Fed up to 2.75% ... (stock #s in %) NGLPF up 75. PTOS up 50. RVLT up 29, through all lines back to top line (50-day). OLED up 24, back through all lines back to tops. WWPW up 17, up 50 last 2 days. LEOM up 16. EVSI up 14. ADES up 11, big volume, new high, over double on year. AMTX up 11 bounce off latest plunge. SUNE up 10, another new high. XSNX up 6. NENE up 2 .... CGYV down 46. ECOS down 25. ENSL down 23. IFXY down 21. NPWZ, UBRG down 20. LEXG down 19, another new low. BFRE down 18. LSCG down 17, back to where it started from last month. May want to buy it. CRCL, AMLM down 11. PSPW down 9. NTCXF down 5.

THURSDAY CLOSE ... Market down 153/74/23. Volume heavy ... (stock #s in %) IFXY up 34. GWBU, WWPW up 25. CSKH up 20. BLDW up 13, coming out of double bottom? OESX up 13, new high, up over 4x since Dec. BIOF up 10 in rebound .... PTOS down 33. CSUN down 24 after reporting. MMMW down 19. FSYS down 17 from bottom line (200-day) back to year lows. CSGH, DSTI, TMEN, UBRG down 16. SCTY down 16 after reporting, back near top line (50-day). EWRL down 15. NGLPF down 14. CRCL down 13. ABAT, AMTX, POWR down 10. ACFN, CERE, ORYN down 9. WEST down 8. TSLA, RVLT down 7. RVLT fell below bottom lines. XSNX down 3. NTCXF down 1.

STUFF ... Venezuela seized 2 US comp-owned oil rig service machines. State oil monopoly payments to foreign contractors falling behind across the board ... 3rd Tesla sedan fire ... Cyprus planning to develop a NG industry ... Arkansas man charged in power grid attacks ... UK closed up 19 comps guilty of carbon credit scams ... Emissions from Canada oil industry increasing ... 3 new Colo cities now limit fracking ... $2.6M fine for Exxon for Ark oil sands pipeline spill ... Steep drop in lease sales on Alaska North Slope ... Enbridge proposing biggest ever pipeline project out of Bakken ... Bid to renationalize Berlin el grid narrowly lost in referendum. Last month Hamburg voted to buy back its grid ... 4 senior oil traders lawsuit claims BP, Statoil, Shell, Morgan Stanley conspired to fix London oil prices. False data to Platts, renegging on bids ... Closure of Libya NG pipeline to Italy ... UK wants 5% biofuel blending cap from current 10% target for '20 ... Lack of Pakistan funding for $7.5B NG pipeline from Iran ... Over 30 low-cost EV models coming to China market by yearend. El motors 4x more efficient than internal combustion. 11 moving parts in el motors. No tune ups ever. 1K parts in standard ICE ... Comp created to turn Musk's hyperloop idea into reality. Hyperloop Transportation Technologies ... When building Fukushima nuke plant, TEPCO decided to reduce natural 35-meter high seawall to 10 meters. Tsunami was 15 meters ... China's 1st floating LNG import terminal online next month ... Japan plans to triple countries (8) now offsetting their emissions. Also to get 5-yr target of $112B to invest in R&D for enviro, energy techs ... Westar Energy to buy 200Mw of capacity from 300Mw Apex Clean Energy wind farm planned in OK. Online in '16 ... GEVO tumbled yesterday on production delays at MN cellolosic isobutanol plant, running low on cash ... Solazyme (SZYM) fell yesterday on Brazil algae-to-fuel factory delay ... Wall St banks promoting new Green Bonds framework ... AES (VA) selling Indian, Polish wind farm assets ... Solar City (SCTY) $34M 3Q loss ... MidAmerican Energy began build of over 1Gw of wind farms in Iowa. Completion by '16 ... RWE (Germany) to halve workforce at RWE Innogy to 750 ... ONEE (Morocco) seeking EIB finance for 3 wind farms total 450Mw ... Suntech filed for liquidation in Caymans, plans to halt solar panel production ... Sunpower (SPWR) completed installs of 20Mw on 12 community colleges in Cal.

THURSDAY NOON ... Market down 26/36/5. Volume a little heavy. US 3Q GDP up 2.8%. ECB cut key rate ... (Stock #s in %) LIME up 12. PLUG up 10. NGLPF, QTWW up 9. BIOF up 2, the plunge stopped .... CSUN down 26 after reporting. FSYS down 17 after reporting. PEIX down 14, new low. SCTY down 11 on news. LYSDY down 11. TSLA down 6 on news. RVLT down 4 .... Everybody playing with Twitter I guess.

WEDNESDAY CLOSE ... Market up 128/(8)/7. Volume a little heavy. WTI ~$95 ... (stock #s in %) AEHI up 400. CGYV up 74. VLNCQ up 33. CPWY, LEOM up 30. QTWW up 16, rebound at top line after 5-day fall. REGI up 10 after getting BIOF plants, pass through bottom lines (200's). NTCXF up 4 ... ONYX down 96 (I know, really). BIOF down 45 (may want to try and catch the falling knife for rebound). IFXY down 32. GERS down 25. AWSL down 22. GEVO down 20, break to new low on volume. BLQN down 16. SZYM down 15, gap break down below bottom line on huge volume. TSLA down 14 (see open, stuff comment). XDSL, GWBU down 13. PLUG down 12 after reporting, drop below top 200 day. RAMPF down 12, new low, could be bounce. XSNX, CABN down 11. REXX down 10 after reporting, down to top bottom line (200) on volume. LEXG down 10, new low, downline all year. WEST down 9. RVLT down 2.

STUFF ... US shipped record 3.2Mb/d of gasoline, diesel, other refined products in Sept. Up 65% from '10 ... US oil industry may challenge restrictions on crude exports (in place since '70's). Says it may violate intl trade law ... Geoengineering to avert extreme changes in global precip could weaken vital monsoon rainfall: study ... After deforestation, forests recoup carbon more quickly than plant diversity ... Norway opposition wants to ban coal investment from $800B wealth fund ... UK House of Lords imposing tighter deadline to cut emissions from old coal plants ... China promising "flexibility" in coming UN climate talks ... Mixed election results on city fracking bans ... Green Plains Renewable Energy (GPRE) buying 2 ethanol plants from Biofuels Energy (BIOF) for $101M. Combined production capacity 220M gal/yr. To raise GPRE capacity to 1B gal ethanol, 2.9M tons distillers grains, 230M pounds corn oil per year ... Ernst/Young: By '35, near 25% of world's energy will come from NG ... CT $136K to help pay for 56 EV charge stations in state ... Southern Power. Turner Renewable E to buy 20Mw solar project in Cal. Online in spring. Sun Ed building, will op ... Canadian Solar (CSIQ) unit selected ABB, Bondfield to build 100Mw solar plant in Ontario ... Tenaska 130Mw Cal solar farm online Nov 1. Construction start early next year on another 150Mw Cal farm ... Coal export backers had across board loss in WA elections ... Anti oil sands ordinance failed in Maine election ... UN, Interpol call for collab to fight enviro crimes ... DOE offering $12M for new round of projects to lower rooftop solar costs ... Argus to close coal mines, shipping terminal in WV ... NV customers paying upcharge to buy el from clean/renewable energy sources ... Tracking seniors' utility use via smart grid tech could flag health emergencies ... MI could reach 30% clean/renewable E in 20 yrs: study ... China to close schools, cut work hrs during heavy smog ... Energia Renewable targets 1Gw clean energy portfolio next 3 yrs ... Apple choosing clean/renew E for new AZ factory ... UK energy secretary says review of "green" levies won't affect clean/renewable subsidies or offshore wind targets for '20 ... Tesla (TSLA) $30M 3Q loss, revs up 7% from 2Q ... Indonesia 140Mw solar tender, awards by yearend ... China to increase '14 solar target to 12Gw from 10. 8Gw rooftop, off-grid ... First Wind groundbreak of 14Mw solar plant in Mass ... LBNL: Cal will need new policies, new techs or both to reach GHG emissions goals for '50.

WEDNESDAY OPEN ... Market up 87/(3)/8. Volume a little heavy. WTI back over $94. TSLA pulling down Naz ... (stock #s in %) SATCQ up 41. WWPW up 21, up over 3x since Aug. AMLM up 11. SUNE up 10 on news, new high, up over 5x in 12 months. LEOM up 10. NTCXF up 5. CSUN up 4, new high, up 5x since June. NENE up 1, up near 5x since Dec .... ONYX down 98. Might buy that just on gamble. BIOF down 32, new low, day 2 of plunge after sale of their ethanol biz. BFRE down 25, new low. GWBU down 21. GEVO down 16, new low. ZAAP down 16. SZYM down 14, gap down from bottom line (200). TSLA down 13 after reporting last night, down through top lines (50s), probably headed to 200 day lines. ORYN down 9. XSNX down 8. WEST down 6.

TUESDAY CLOSE ... Market mixed, Dow down 20. Volume a little heavy ... (stock #s in %) ONYX up 400. ASIUF up 67. VLNC up 65. IFXY up 40. ECOS, GERS up 33. AEIS up 25. PSPW up 24. XDSL up 22. SOPW up 21. CABN, DSTI, GTAT up 20. BLQN up 19. CRCL up 15. BSRC, TMEN up 13. CSUN, EWRL up 11. ORYN, RBCN up 10. WEST up 8 .... AEHI down 80. CSKH down 44. BFRE down 29, new low. PTOS down 25. AMTX, ECAU down 20. BIOF down 18, new low. TRKP down 17. CGYV, WWPW down 15. SPIR, SATC, UBRG down 14. CERE down 12. OOIL down 11. AMLM down 10. XSNX, NTCXF down 4.

STUFF ... UN: major polluters must immediately begin to reduce GHG emissions if rise in global temps to be held in check without paying higher prices later. 50 gigatons CO2 emissions in '10 should be reduced to 44 by '20, 40 by '25, 35 by '30 ... Brookfield (Canada) buying 9 hydro dams in Maine from Black Bear. 70Mw. Brings Brookfield Maine hydro capacity to 340Mw of 762Mw in state ... Top climate scientists say enviros should embrace nuke power because wind, solar, etc can't be deployed fast enough to stem climate change. (I turned pro-nuke - especially new nuke techs - 4 yrs ago.) ... Conversion of hundreds of thousands of Great Plains US grasslands to corn and soy has hurt soil's potential to store carbon ... Climate change to affect Pacific NWest US forests, water supply, coasts: report ... Carbon taxes, emissions trading cheapest way to reduce CO2 output: report ... Microsoft bought TX wind farm to help power data center ... Energentium (Canada) ready to fire up 4M gal/yr waste beer/soda-to-ethanol plant in Ontario. Also to produce el, animal feed, omega-3, CO2. Other food wastes usable ... Cargill starting up corn wet mill ethanol plant in Iowa. Bought idled in '11 ... Coast Guard put NJ offshore LNG import project on ice ... Russia letting comps other than Gazprom export LNG. Foster Wheeler contract with Rosneft, Exxon to help with initial phase of LNG plant in E Siberia ... Ukraine/Chevron deal for shale gas. Potential production up to 10BCM/yr. $350M initial investment, total could reach $10B ... LNG now accounts for half Japan's power gen. S Korea, China using more. Asia spot prices end of Oct over $17/MBTU from ~$14 earlier in year ... Smart street lighting - motion sensing tech to dim lights up to 80% when not needed - ready to go commercial. Europe pays over $13B/yr to power streetlights, over 40% of govt energy bills. Also 40M tons CO2 emiss/yr = 20M cars. 4 Netherland cities, 1 in Ireland already using. 3-4 yr payout (Come on, US.) ... Total (France), 65% majority owner of Sunpower (SPWR), selected by S Africa DOE as preferred bidder for $200M/86Mw solar project. Mid-'15 completion. Total to own 27%, 5 comps the rest ... Sustainability stalled at 4 of 5 comps surveyed ... 25% of world's crops being grown in water-stressed zones ... World demand for el motors to reach $122B in '17 ... Workers began dismantling part of Chernobyl ... IL suing Koch-owned comp over refinery waste ... China to limit new car sales ... EU set new energy subsidy guidelines. Want to phase them out ... Dozens hospitalized in Iran after pollution spike ... Beacon Power (BCON) aims to install up to 40Mw flywheel energy storage in '14 ... Google to spend 450M Euros on wind-powered Finland data center expansion ... American Solar Integrators (US) to build 240Mw solar plant in Mexico ... Geothermal unit of Indonesia energy comp to invest in up to $2.3B in geothermal plants - 8 plants ... Infinis Energy (UK) - clean/renewable energy producer - IPO up to 930M Pounds ... Sunpower (SPWR) bought Greenbotics. Provides automatic PV panel cleaning products, services.

TUESDAY OPEN ... Market down 58/9/8. Volume a little heavy. WTI down under $94 ... (stock #s in %) ECOS up 33. RBCN up 28 on news, jump back over top lines (50-days) after over month-long slide. GTAT up 24 on news, gap new high. HOKUQ, BLQN up 19. AEIS up 15 after reporting, new high, up 2x on year. UBRG up 14. XDSL up 11 on news. CSUN up 9, new high. LSCG up 5 more, day 3. WEST up 4. RSOL up 4 on news, up 10x on year. NENE up 1 .... BFRE down 25. WWPW down 15. SATCQ down 14. CSKH down 11. AMLM down 10. XSNX down 9. NTCXF down 7. BIOF down 3 on news. RVLT down 2 .... TSLA reports after close.

MONDAY CLOSE ... Market up 23/14/6 ... (stock #s in %) CSKH up 80. PTOS up 48, up to top lines. BOPO up 45. CERE up 41 off bottom lines. DSTI, LMRMF up 24. ECAU up 13. CSIQ up 12, new high. SCTY up 11, new high. CBAK, STRI up 11. AXPW, JASO, SPWR up 10. VECO up 10 after Oct plunge. LSCG up 7, day 2 of jump off bottom lines. RVLT up 5, bottom lines (200-day) held ... ONYX down 80. CGYV down 54. ASIUF, ECOS, PPRW down 25. AMEL, WWPW down 21. HOKUQ down 16. CRCL down 13. QTWW down 12. BSRC down 11. AMTX, JUHL, VLNCQ down 10. XSNX down 6. NTCXF down 2.

STUFF ... US crude oil supply at or near highest level at end of Oct since 1930 ... Wirelesss charging for EVs already at homes of Google, Duke employees, embedded in Pepsi trucks, on Calif buses, disguised as manhole covers in NYC ... Cuts in black carbon (soot), methane emissions could slow rapid polar, Himalayan melting: report ... Developing nations to surpass rich ones in emissions this decade: study ... Climate change to intensify El Nino events in Australia: research ... Another 1Gw power line planned from Quebec to NEast US ... S Africa approved $3.3B for 17 clean/renewable energy projects in 3rd of 5 tenders. Over 1.4Gw. 7 wind projects, 6 PV solar, 2 concentrated solar, 1 each landfill gas, biomass ... Libyan oil production reportedly up ~100Kb/d in last week ... Turkey said it wouldn't import oil from Kurd Iraq without Baghdad approval ... Iran inflation last 12 months ~36%, up 11% from '12: Xinhua ... China thought to be building 500M bls strategic oil reserve by '20. US asking they join IEA in coordinating releases ... Petrolio Brasileiro plans production increase from 2.2Mb/d in '12 to 5.7M by '20 with $237B investment ... Petrobras currently importing gasoline, diesel, selling at loss ... Canada to quadruple rail-oil loading cap next few yrs from 180Kb/d now ... Suncor, Total, Teck $13B oil sands project in Alberta to begin producing up to 180Kb/d in '17 ... Shell moving ahead with Alberta oil sands project for 80Kb/d ... Alaska North Slope production 534Kb/d in Oct, down from 572K in '12 ... Gulf of Mex poised to deliver over 700Kb/d new crude over next 3 yrs ... Climate change to pose sharp risks to world food supply in coming decades: researchers ... Pacific Ocean warming faster than in previous 10K yrs: Science ... Anadarko, partners launched production in Algeria. Up to 146Kb/d by '15. ~1.2B bls. Algeria reserves ~12B ... Gaza to shut down only power plant due to fuel shortage ... EDF US unit to buy 200Mw wind project in TX, start this year ... Vattenfall (Sweden) to invest 150M Pounds in 49Mw extension to 90Mw offshore UK wind farm ... Centrica (UK) to cancel development of 580Mw offshore wind project because proposed subsidies too low ... Duke formed group to develop, operate solar, wind projects for its utilities.

MONDAY OPEN ... Market flat, mixed. Volume slightly heavy ... (stock #s in %) WTWO up 100. DSTI up 48. LMRMF up 33. LSCG up 32. AMPD, AMBT up 15. SCTY up 14 on news. CABN up 14. VECO up 12 on news. PTOS up 11. RSOL, ORYN, ECAU, BWEN, CERE up 10. SPWR up 10 on news. CSIQ up 10, new high. WEST up 6. RVLT up 4. FSLR up 4, new high. WWPW down 33. AMEL, ECOS, PPRW down 25. BFRE down 24. CCTC down 17. HOKUQ down 16. XSNX, CRCL, AMLM down 13. EWRL down 12. CSGH, GSPI down 10.

FRIDAY CLOSE ... Market up 69/2/5. Slightly heavy volume. Sharp volume rise in Naz options market halted trading. WTI down under $95 ... (stock #s in %) CABN up 42. AMEL up 40. ECAU up 34. LSCG up 31, jump off bottom to top line. ENSL up 27. MGLT, SOPW up 22. NGLPF up 20. HOKUQ up 19. FSLR up 17, but 3Q net on special item, new high. AMLM up 15. ENZR up 14. JUHL up 13. WWPW up 12. CSIQ up 11, new high. WEST up 10. SSOL, PRHL up 9. NTCXF up 7 .... IFXY down 31. CSKH down 28. GRPH down 20. DSTI down 19. BLQN down 16. BFRE down 15. ASIUF down 13. VLNCQ down 12. USEI down 11. SWET down 10. RVLT down 2, packed into bottom lines.

STUFF ,,, FIrst Solar (FSLR) 3Q net $195M v. $88M yoy. Lowered revs forecast ... Talks on creating world's largest marine reserve in Antarctic failed. Opposition from Russia, China, Ukraine ... Over half US irrigated regions under water stress: study ... Carbon curbs didn't spur EU production exodus: study ... Canada opened NW Territories to fracking ... Russia looking to ease LNG exports ... US Coast Guard looks to clamp down on fracking wastewater shipping ... Obama ordered creation of task force to bolster roles of state, local govts in national prep for climate change impacts ... Chicagoans sue to cover refinery waste along river ... US utilities agreed to buy 7.6Gw wind power capacity this year through Sept. ~70Mw connected to grid 3Q, down 96% yoy. 13.1Gw wind installed last yr ... Lublin Basin under Poland, Ukraine could be 10-15x Barnett formation in US. Shell's contract area up to 4TCF NG ... Scientists developing new method to recycle rare earth elements from wastewater ... KRG plans to build 2nd oil pipeline to Turkey from Kurd Iraq. 1st pipe opens early '14 ... Brazil's 2nd largest oil comp filed bankruptcy ... UK energy firms guilty of market manipulation to face criminal charges ... Fed court forcing EPA to issue coal ash rules in 60 days ... Signal Energy building 20Mw wind farm in NM for BayWa. Online yearend ... 400Mw solar system being installed at Turtle Bay Resort on Oahu ... Canadian Solar (CSIQ) to supply 100Mw to China 3 Gorges for project in Gansu ... Japan may set higher tariff for offshore wind ... Germany cut solar tariffs 1.4%/month for 3 months. Installs above target 3.5Gw/yr ... Public cellular networks make perfect carriers for smart grid: Qualcomm ... Pattern Energy (PEGI) expects to double wind assets next 2-3 yrs ... Fred.Olsen (Norway) bought out RWE's 50% share in Scotland wind farm ... Clean Energy Finance Corp (Australia) to keep lending for clean energy, energy efficiency despite govt. $14B pipeline ... FSLR selling 250Mw NV project to Next Era ... Inter-American Development Bank, Chinese govt fund to provide over $132M finance for 2 wind farms in Uruguay ... ACS (Spain) got 550M Euro contract to build/op 100Mw concentrated solar plant in S Africa ... Suntech to contest involuntary bankruptcy filing ... Offshore Lebanon potential up to 96TCF NG, 865M bls oil. Whole Levant Basin est. 122TCF, 1.7B bls. Lebanon bidding moved back again to Jan. Wait for new cabinet. Prez elections in May ... MN Power start on $350M project to control mercury, other emissions from 4-unit coal power plant ... NRG Energy, Sunpower (SPWR) began ops at 250Mw Cal solar farm.

FRIDAY OPEN ... Market up 55/4/3. Volume slightly heavy. WTI down ~$95 ... (stock #s in %) SOPW up 22, bounce off top lines after 3-day plunge. JUHL up 18. FSLR up 15 after reporting last night, new high. AMEL up 10. NTCXF up 10, back to top. CSIQ up 9 on news. CSUN up 8. WEST up 6 .... VLNCQ down 45. IFXY down 38. GERS down 33. ENSL down 18. CGYV down 15. MKTY down 14. BFRE, LEOM, ZAAP down 10. RVLT down 2. XSNX down 1.