Wednesday, November 20, 2013

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?)

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