STUFF ... Global solar industry could reach 49Gw installed by end of '14: NPD Solarbuzz. Mercom says 43. Japan a "wild card". 4Q13 to exceed record 12Gw. 1Q14 could exceed that: NPD ... Trina Solar to develop 1Gw solar farm in Xinjiang China. 300Mw online by '15. All by '19 ... 1/6 of China's arable land - near 50M acres - suffers soil pollution. 13M tons/y of crops contaminated with heavy metals. 22M acres adversely affected by pesticides ... Brazil's Pernambuco held nation's 1st solar auction. Registered 122Mw. 34 bidders proposed ~1Gw. 6 winners. Avg price under $97/Mwh ... Enel Green Power connected 90Mw wind farm to Chile grid. Chile pipeline of approved solar projects 5.3Gw ... Mitsui buying 50% stake in EDF 160Mw wind project in Mexico. Online 1H14 ... Alstom got ~400M Euro of contracts to supply turbines for Brazil wind projects. '15-'17 deliveries ... $195M loan from Inter-Am Development Bank for 2 Chile hydro run-of-river projects online '18 ... Total, Etrion, Sunpower got $140M loan from OPIC for 70Mw solar project in Chile. $200M project. Online early '15 ... 3 hydro projects - 30Mw total - successfully bid at $58-60/Mwh in Peru ... Hanergy to build thin-film solar manufacturing plant in Brazil ... CSUN sold 5Mw solar farm to Lightsource in Britain. Another 5Mw farm online in '14 ... El futures trading to start in Japan ... ASTI to debut new product lines in '14 at Vegas show ... Mexico PV solar demand to over triple to 250Mw in '14: GTM Research. Mostly large-scale in Baja. Projected to surpass Chile in LatAm by '16. 300-400Mw market by '18. 70Mw installed in '13. Peru now has region's most solar online - 96Mw ... Pilot project between IADB, Global Enviroment Facilities to develop solar for 350 families in rural Amazon Ecuador where 1/2 have el ... LatAm el costs 3-8x more than in US. Options may be regional grid, expanding Carib clean energy ... Nevis Island in Lesser Antiles drilling geothermal sites. Up to 500Mw potential. 9K residents use ~10Mw/y, import 9.2M gal diesel/y ($12M. Really: just over a buck?!). Dominica building a small geo plant - up to 100Mw - to export to Guadeloupe, Martinique. St Vincent has $50M geo project, island's potential 890Mw ...

TUESDAY OPEN ... Market up 35/14/4. Volume very light. WTI down under $99, Brent down under $111. Latvia joining EU ... (stock #s in %) GERS up 100. JUHL up 33. MDDD up 28. DSTI up 25, peek over bottom (50-day) lines. TMEN up 20. NGLPF, USEI up 14 .... CBWP down 59. ECOS down 33. BSRC down 30. HOKUQ down 26. TRKP down 25. MMMW down 21. LMRMF down 20. SPIR down 16. CSOL, ENSL down 12. BFRE down 11. VSPC down 10.

MONDAY CLOSE ... Market flat. New years eve eve, what the hay. Oil down ~ a buck ... (stock #s in %) CBWP up 144. CGYV up 81. MGPHF up 45, new high. HOKUQ up 36. BHWX up 30. ZAAP up 29. PSON, LMRMF, BOPO up 25. CSUN up 23. ENZR up 22. SPIR up 16. KNDI, EWRL up 15. CSOL up 14. ZNNMF, SLMU up 13. WWPW, AMEL, ACFN up 12. AMPD, CBEH, OOIL up 10. AMRS up 8 .... AEHI down 75. WTWO down 50. MDDD down 48. BLQN down 46. AMLM down 42. MGLT down 35. PTOS down 33. CRGE down 31. NGLPF down 28. UBRG down 25. CPWY down 21. CSGH, NORX down 20. LSCG down 17. CSKH down 14. CRCL, BSRC down 13. NAMG, WSGP down 11. XSNX, PSPW down 10.

STUFF ... Canada laid claim to seabed under N Pole. Russia already has claimed. Est. up to 90B bls oil, 30% world's NG reserves ... NASA Glenn has flywheel energy storage system for on-road vehicles. Can improve fuel efficiency 40-100%. Available for licensing. "Pulse and glide" ... 50% rise of lung cancer cases in China past decade. (How many from air pollution?) ... Real Goods Solar (RSOL) 4.5Mw deal in VT ... Spain ordered utilities can charge consumers only 2.3% more for el next month. Accused utilities of manipulating recent auction to win price increases of 11% ... US NG inventories 13% below 5-yr avg for time of year ... New report: Iraq smuggling oil to Assad in Syria through Egypt ... Tribal warfare in S Sudan: Dinka (govt) v. Neur ... Egypt made partial payment on $6.4B owed intl oil comps ... Scot minister says over 90% of Brit's oil reserves might become Scot after independence ... Trained labor shortage for Canada hopes for western NG pipe, export terminals ... 5 Total refineries in France resuming ops after 2-week strike ... Israel power sector fuel oil consumption down 85% Jan-Nov v. '12. Total demand for refined petrol products down 24% ... Alaska waiting on comps working on proposed NG pipe, LNG projects to reach agreement among themselves before proceeding on state incentives ... U of MO research found evidence of hormone disruptive water near frack sites including Colo R in W Colo ... US Trans Dept has no plans to change regs to better protect underground pipelines from riverbed erosion a year after Congress ordered eval after pipe breaks, spills ... SGBT - San Diego startup - has hybrid jatropha that produces biofuel competitive with $99 oil ... DOE pulled funding for Bluefire (BFRE) cellulosic Miss project over finance probs ... POET 25Mg/y Iowa cellulosic ethanol plant on sked for 1H14 startup ... Novozymes to increase focus on Pakistan in coming year ... Thermal coal prices may have bottomed. TEPCO likely to settle on $87/ton, up $2 ... Statoil got explore license for offshore Greenland with Conoco, Nunaoil. Reserves potential 20B bls ... Cal's 3-yr-old effort to improve energy efficiency of 100K homes upgraded ~12K so far ... Spain comp (FCC) sold half of 422Mw clean energy unit to cut debt over $1B ... India Uttar Pradesh signed off on 110Mw of solar projects (6). UP plans to auction up to 390Mw more solar cap after state approves funds.

MONDAY OPEN ... Market flat, mixed. Volume light. WTI down under $99, Brent down under $112 ... (stock #s in %) CGYV up 153. CBWP up 144. LMRMF up 45. HOKUQ up 41. MGPHF up 36. ENZR up 17. EWRL up 15. KNDI up 13, new high on news. SLMU up 13. ZAAP up 12. CSUN up 10. AMRS, OOIL up 9. NTCXF up 4. NENE up 1 .... WTWO down 50. MDDD down 45. BSRC down 44. MGLT down 28. AEHI down 25. ENSL down 23. NGLPF down 21. CABN down 16. CSKH down 14. SOPW down 13. INIS down 12. GWBU, MMMW down 11.

FRIDAY CLOSE ... Market down 1/10/.6 ... (stock #s in %) LMRMF up 111. AMLM up 78. CSKH, MGLT up 40. EWRL up 30. CABN up 27. KNDI up 26, new high. BSRC up 21. NAMG up 20. SRWRF up 19. PSPW up 17. NGLPF up 16. AMRS up 15, new high. KIOR up 15. MGPHF up 13. PEIX up 11. RSOL up 10 on news. CLNT up 9. XSNX up 3. NTCXF up 2 .... CGYV down 61. GERS down 50. BFRE down 40. SLMU down 37. FNVRF down 26. BOPO, VLNCQ down 22. NORX down 20. WSGP down 13. QTMM, USEI down 12. WWPW down 11. CRCL, OOIL down 10.

STUFF ... Syria signed 1st-ever offshore oil deal with Russian comp. $90M project ... Canada banks stepping up deal making in energy commodities after US invoked tougher trading regs earlier this month ... China (CNNC) to loan up to $6.5B toward $9.6B 2.2Gw nuke power plant in Pakistan. Pakistan generates ~11Gw, demand ~15Gw. "Every Gw of nuke power saves $1B in oil imports: minister of energy ... Vikram Solar (India) to supply 2.45Mw of modules to German PV for solar park in Germany ... Plug pulled on 116Mw wind project in MN. 3rd major wind project pulled recently in S East MN ... Japan planning smart meters in every residence, factory by early '20s, 5.3M fuel cells in homes by '30 ... Canada seized records of country's largest refiner over investigation into oil train disaster in July ... Prices for most rare earth materials have declined ~60% from mid-'11 peaks: Pentagon. Supplies up from outside China. In '14, US will be able to produce 6 rare earths on scale with demand. Last week US, EU, Japan filed WTO complaints against China's rare earth export restrictions ... Last of US new lighting standards take effect Jan 1. Phase out of old style 40w, 60w bulbs. Now CFLs, LEDs, halogen bulbs ... Maruti Suzuki India to complete by March 2nd project generating power (steam turbine) from hot air emitted by its factories. $24M for 17.5Mw install last year in 1st project ... Development Bank of Japan to buy half of Marubeni stake in 172Mw offshore wind project in UK. Marubeni paid $329M in '11 ... NY Green Bank to launch early '14 with $210M. Eventual capitalization $1B.

FRIDAY OPEN ... Market down 17/10/2. Volume light. WTI over $100, Brent over $112. 10-yr bond 3% ... (stock #s in %) HOKUQ up 350. LMRMF up 222. MGLT up 20. NAMG up 11. AMRS up 10, new high. NTCXF up 5. NENE up 1 .... BFRE down 77. WTWO down 50. CPWY down 38. BLQN down 30. FNVRF down 29. SLMU down 28. CRCL down 25. NORX down 20. NGLPF down 16. QTMM down 15. WSGP down 13. USEI down 12. BOPO down 9.

THURSDAY CLOSE ... Market up 122/11/8. Volume very light. WTI over $99, Brent $112 ... (stock #s in %) BLQN up 163. ONYX up 100. PTOS up 76. ECOS, NORX up 50. CPWY up 35. UBRG up 33. CRCL up 30. AMLM up 25. NGLPF up 20. RAMPF up 18. XIDE up 16, back to bottom lines (50-days). WSGP up 15. AMRS up 15, new high. USEI up 14. WWPW up 13. SOPW up 12. OPTT up 11. MGMXF up 10. NTCXF up 3 .... AWSL down 52. GRPH down 30, new low. CABN down 22. AMPD down 15. BLDW, PSPW down 14. GSPI down 13. BFRE, CSOL down 12. AMEL down 11. SWET down 10.

STUFF ... Sharp to sell Recurrent Energy (San Fran solar developer) for ~$191M. Bought for $305M in '10. Sharp already to stop making panels in Wales by March ... 7 Japan banks to loan $187M for 71Mw solar plant in Japan by Sojitz (JP). Online by '17 ... Solar microinverter shipments to reach 580Mw this year, sales over $283M, avg. global prices down 16% to 49 cents/w: IHS analyst. Sees 2.1Gw shipments by '17, $700M revs. 9% of '12 shipments were for commercial-scale use. May grow to near 1/3 by '17 ... CSIQ sold 2 solar plants - 4.4Mw total - in Calif to PSEG Solar. Online early '14 ... Hanwha Q CELLS brought 5Mw solar plant online on Oahu ... USDA awarded $2.3M more of rural energy funds to 75 projects in MN ... Pattern Energy Group (PEGI) to buy 2 wind projects from Pattern Energy Group LP for $202M. 214Mw when completed ... Cianbro (Maine) got contract to build el service platform for Cape Wind project. Total value of platform will exceed $100M ... Gamesa opened India, Sri Lanka service centers.

THURSDAY OPEN ... Market up 55/9/4. Volume holiday light. WTI over $99, Brent over $111 ... (stock #s in %) BLQN up 214 on 100 shares. AMLM up 147. ONYX up 100. NGLPF up 50. UBRG up 33. CHGI up 16. TMEN, VSPC up 14. SPIR up 13. ECAU up 11. CERP, MGMXF, RAMPF, XIDE up 10. ABAT up 7 .... AEHI down 75. AWSL down 65. BSRC down 32. GRPH down 18. CABN down 12. AMEL, XDSL down 11. NORX down 10. XSNX down 4.

SHORT STUFF ... California mandated utilities install energy storage batts to disharge power around sunset ... Milwaukee using cheese brine mix with road salt ... $290B bill to clean up China air pollution ... Statoil, Total withdrawing from Turkey pipeline ... Conoco applied for AK LNG export license ... Mitsui bought 50% stake in EDF 160Mw Mexico $364M wind project ... Happy Xmas.

TUESDAY OPEN ... Market flat, mixed. Volume hoilday light. WTI over $99, Brent over $111. Last week xmas retail flop. Durable goods orders surge. New home sales up ... (stock #s in %) BLQN up 149 on 100 shares. GERS up 100. AEHI up 33. GWBU up 32. NFEC up 22. SLMU up 16. XIDE up 12. VSPC up 11. TSLA up 6 .... ECOS down 25. AMPD down 16. ENSL down 15. LEXG down 12. XSNX down 2.

MONDAY CLOSE ... Market up 73/44/9. 10-yr note near 3%. NG $4.50. WTI under $99, Brent over $11 ... (stock #s in %) LEXG up 56. ECOS up 33. INIS up 24. RNWEF up 17. LTBR, ZNNMF up 12. XIDE, PEIX, GSFVF up 11. GPRE up 6, new high. BWEN up 6 on news. NENE up 2 .... CGYV down 58. BLQN down 35. IFXY down 34. AMLM down 28. NAMG down 24. NORX down 20. PSPW down 19. WSGP down 18, new low. CBWP, LMRMF down 16. AMPD, VLNCQ, SLMU down 14. PRHL, SPIR down 12. ABAT, EFOI, SRWRF down 11. BSRC, MKTY down 10. NTCXF down 8.

STUFF ... Majority of Americans see effects of global warming: poll ... BWEN got order from Siemens for over 200 new wind turbine towers ... Scientists at Brookhaven, Stony Brook, Syracuse showing shrinking core of quantum dot can enhance ability of surrounding polymer to extract el charges generated in the dot by light absorption. PV cells made of Q dots with plastic materials like conductive polymers far easier to make, less expensive than silicon-based cells ... Giant aquifer discovered underneath Greenland ice sheet ... Australia govt unveiled plans to reduce emissions ... 6 US midwest governors urging EPA to reconsider renewable fuel targets ... US govt yanked 1.6M acres for ag conservation program ... Coral reefs can bounce back: study ... Australia to monitor Japan whalers by plane ... USGS to make separate risk maps for man-made earthquakes ... Price of deregulated power in TX down below national avg: study ... S Sudan crisis threatening key oil flows. Foreign oil workers evac'd. Capitol of main oil producing province captured by rebs ... US fuel consumption up 13% last week to 21Mb/d, highest since spring '08 ... US NG inventory 7.4% below avg for this time of year. Largest deficit since records began 20 yrs ago ... Saudis to go it alone on boosting capacity of offshore oil field in shared neutral zone with Kuwait who withdrew over internal political deadlock ... Est. $4B to build oil pipe Uganda to Kenya coast: Wood Mackenzie ... Recent budget deal in US included allowing oil/gas development within maritime border with Mexico ... Govt auditors criticized DOI for considering, then delaying raising royalties for oil production on public lands to 18.75% from 12.5% ... Oil should be moving in new pipe from OK to Gulf Coast by mid Jan ... India worried about possible acute shortage of NG in 2 yrs ... Fracking fluid chems can disrupt functioning of human hormones, lead to infertility, cancer, other: researchers ... Murphy US completed $173M sale of 137M gal/y ethanol plant in ND to Hankinson ... BP started up $4.2B modernized 102Kb/d refinery in Ind. To process heavy crude incl. oil sands ... Statoil reduced reserve est. for giant oil field offshore Norway. Delaying 1st production by year. 1.8B - 2.9B bls from 1.8 - 3.6 ... Tata won approval to postpone fulfillment of annual solar power procurement targets by up to 5 yrs to '16 ... Siemens named turbine supplier for Cape Wind ... Alstom won 400M Euros wind turbine supply deal in Brazil. 2 projects ... Vestas won supply contract for 117Mw wind project in Jordan ... Huaneng (China) buying Chinese solar power producer for $59M ... Canada has issued C$400M of green incentives to oil/gas comps in past few yrs ... Colo regulator approved 250Mw wind project ... Jiangsu Akcome Solar (China) targeting $165M share placement to fund solar projects ... NaturEner suing SDG&E for withdrawing from 189Mw MT wind project ... Tecteo (Belgium) to invest 50M Euros in Electrawinds.

MONDAY OPEN ... Market up 64/27/7. WTI ~$99, Brent over $111 ... (stock #s in %) LEXG up 28. UBRG up 20. CSGH up 15. XIDE up 10 .... BLQN down 40. IFXY down 34. TRKP down 19. CBWP down 16. ENSL down 15. NAMG down 14. MKTY down 11. CRCL, VLNCQ down 10. ABAT down 8. NTCXF down 6.

FRIDAY CLOSE ... Market up 42/46/8. Naz galloping up. Naz held 3x normal volume. WTI up over $99, Brent up ~$112. Buffett (not Jimmy) made $380/sec in '13 ... (stock #s in %) CERP up 27. QTMM, UBRG up 25. AMPD up 24. CGYV up 20. SWET up 15. IFXY, MKTY up 14. SPIR, AMBT up 13. EWRL up 12. ABAT up 6. RVLT up 4 .... ONYX down 80. GERS down 50. BSRC down 28. AMEL down 27. CABN down 21. TRKP down 15. CSGH down 13. GWBU, SLMU, USEI down 12. JUHL down 11. LEOM down 10. XSNX down 8. NENE down 3. NTCXF, FCEL down 2.

STUFF ... Canada review panel approved plans for 525Kb/d oil pipe from Alberta oil sands to Pacific ... PA Supreme Court struck down some of muni powers to decide where NG industry can op. But local govts can control drilling with zoning ... NREL study: coal power plants could provide backup power for clean energy, NG plants without extensive damage, forced outages ... Some Indian slums have huts with no toilet, running water, but solar panels on asbestos rooftops ... Shortfalls in precip data skewing climate scientists' drought predictions ... Caterpillars evolving into faster eaters in race against climate change ... Plants could hasten climate change despite growth from rise of carbon in atmos ... Pikas adapting to climate change in OR: study ... Hydropower allotments in NY to create 650 jobs, $206M in capital investment ... FERC: clean energy and biomass provided 100% of new power gen capacity added in Nov in US. 394Mw ... Argentina filed official complaint against EU at WTO over biodiesel ... UK biofuel consumption up 46% on year in 3Q. 445M liters. Ethanol blends hit 4.9% ... Thai cassava-based ethanol production set to double in '14 to 3M metric tons. $307M possible boost from govt to cassava growers ... Venezuela plans to increase petrol prices. 5 cents/gal since late '90's ... Goldpoly New Energy (Hong Kong) to buy stakes in 4 solar projects in Inner Mongolia for $50M. 195Mw combined capacity. Online by yearend ... Japan may lower solar tariff 11% after decline in costs ... IFC may provide ~$16M loan for 40Mw wind farm in India. Total project cost $45M. Inox Wind turbines ... Welspun Energy (India) completed 8Mw solar plant in India. Welspun plans to increase clean energy cap over 6x next 3 yrs to over 1.7Gw ... TX towns sinking as aquifer collapses ... NYC Council banned foam food containers ... ERG (Italy) sold 7.14% stake in its clean energy unit for 50M Euros. Over 1.27Gw operating cap ... Acciona Energia (Spain) to build 102Mw wind farm in Nova Scotia ... DONG Energy bought 50% stakes not already owned in 3 Dutch offshore wind development projects from SSE ... Good Energy (UK) granted planning approval for 50Mw solar farm in Norfolk ... NY added $108M to NY-Sun Solar Initiative for next 2 yrs ... Shunfeng PV (China) paid $494M for Wuxi Suntech ... Vestas won 220Mw order from EDF for US projects. 200Mw in TX ... UK approved 1st stage of 180M Pound wood pellet handling facilities at Port of Tyne ... EU high court ruled against French wind subsidies ... EU adopted clean air policy package ... Distributed solar may grow to 2Gw in N East US by '21: ACORE.

FRIDAY OPEN ... Market up 60/23/6. Volume near 3x normal, options Friday. US GDP up 4.1% in 3Q, revised. WTI up near $99, Brent up over $111 ... (stock #s in %) QTMM up 24. AMEL up 13. SWET up 12. CERP, CGYV, SENY up 10. WEST up 7. XSNX up 6 .... ONYX down 80. HOKUQ down 34. TRKP down 27. SLMU down 25. BSRC down 23. GWBU down 22. CABN down 18. EVSI down 14. CBEH down 12. ENSL down 10. ABAT down 3.

THURSDAY CLOSE ... Market flat, mixed. WTI up near $99. NG up to $4.46. Gold under $1,200 ... Sorry I can't give much of a report today for open or close. Yahoo is not playing nice. But I picked up a few movers (in %): ONYX up 400. ECOS up 50. ALGXY up 34. IFXY up 25 .... BLQN down 37. AQNM down 30. CSGH down 25.

STUFF ... TSLA reportedly getting tax breaks to expand production ... DOI awarded $7M to universities, partners to research how climate change will affect lands. wildlife ... Cornell leaders voted to dump all fossil fuel investments by '35 ... Cutting down certain forests could help cool planet: study ... Chicago to crack down on petcoke storage ... Hundreds evac'd in Tenn after toxic superfund site caught fire ... China to study climate change at new Antarctic bases. (I bet they're going to prospect for those diamonds, too.) ... MISO expanding to US Gulf Coast with massive addition of assets ... Major oil sands operators teaming up to test external leak detection tech ... BP made 1st big Gulf of Mex oil find since Deepwater disaster. Over 29K feet deep ... Sen. Baucus proposing to swap out existing "patchwork" of energy tax incentives with new tax credits for clean energy, clean transport fuels, CO2 storage ... EPA invalidated over 33M renewable fuel creds sold by Indiana comp for biofuel it didn't make. Over $13M worth. 4th alleged fraud case for program ... Majority of Mexican states approved new energy law ... PNNL researchers producing crude oil just minutes after adding algae. Genifuel (Utah) has licensed the tech, working with partner to build pilot plant ... Demand for solar in Mexico to more than triple in '14 to 250Mw. Will become LatAm's biggest market by '16: GTM Research ... Trina Solar to supply 25Mw in Thailand ... Solar Frontier (Japan) to invest $125M for 150Mw CIGS plant in Japan ... China Wind Power Group sold 9.9% stake to China comp for less than $49M, 15% discount ... Acciona Energia (Spain) sold 150Mw German wind portfolio to Swisspower Renewables for 157M Euros, 85M Euros debt ... IFC providing $75M loan to Chile comp to finance clean energy projects in Chile ... OPIC to double investments in Pakistan, wind power to be key priority ... OH Supreme Court approved 200Mw wind project ... China-made solar cells subject to EU levies starting Dec 25 ... PNE Wind (Germany) JV with S Africa comp to build 2 wind farms in S Af. 130Mw total.

WEDNESDAY CLOSE ... Market up 292/46/29. Volume heavy. WTI over $97, Brent over $109. Fed reducing bond purchases $10B/mo. Senate passed budget deal ... (stock #s in %) BLQN up 60. SYNM up 35 on REGI buyout. EVSI up 17. SPIR, USEI up 14. ASPW, EWRL up 13. BWEN, BFRE up 11. POLR, XSNX up 10. FCEL up 5 on rebound off top lines .... ECOS down 33. CABN down 29. CSOL down 20. CERP, TRKP down 14. INIS down 12. GWBU down 11. ABAT down 5. WEST down 4. TSLA down 3. NENE, NTCXF down 1.

STUFF ... November warmest in recorded history: NOAA ... Solar City (SCTY) launched foundation to provide solar powered lighting to schools without el. To donate school install for every Mw of equipment sold in '14 ... Sao Paulo city buses using AMRS biodiesel now 400, up from 300 ... ~24% of all oil rigs in world are in TX ... US propane exports up 100% since May to 288Kb/d ... FSLR got 48Mw deal in France ... Singapore fund closed $164M clean energy fund. Looking at ~30 projects in SE Asia, focus on P.I., Indonesia, Thailand ... Solargiga (China), Savannah Accelerated Development Authority to develop 200Mw solar in Ghana ... Ming Yang Wind (China) got order for 150Mw in India. Also 200Mw in Romania ... New South Wales govt selling 2.1Gw of power gen assets to raise $700M for infrastructure projects ... Thailand fund to finance 61Mw rooftop solar at state agencies ... Solar Frontier (Japan) record 12.6% efficiency for CZTS cells - copper, zinc, tin, sulphur, selenium ... World's highest wind farm - 50Mw - going up in Tibet ... Asia Dev Bank $150M loan for 50Mw concentrated solar project in China. China General Nuclear Power, Ex-Im Bank of China managing finance ... NRC cleared Neb nuke plant flooded almost 3 yrs ago for restart ... Wolverine Power Co-op dumping plans for 600Mw coal power plant ... ~80K acres proposed for wind development offshore MD ... Colo biomass plant to burn 250 tons of wood/day ... Climate change likely to confront 40% more people with chronic water scarcity within a few decades. Severe supply shortfalls predicted in lower Rio Grande ... Engineers developing geothermal plant that sequesters CO2, generates more energy ... Arctic sea ice volume 50% more than last year: ESA ... Guangdong sold $30M of carbon permits in 1st auction ... New Zealand failing to meet climate policy targets: report ... Caribou face major threat from climate change: study ... Study links sick dolphins to BP spill exposure. Jury convicted former BP engineer for deleting spill-related texts ... Pesticides may affect brain health: EU study ... BP-led group got $45B NG deal in Azerbaijan. Pipeline to Europe ... UK Prime Minister urging EU not to limit fracking ... UK approved $736M project to build manufacturing, port facilities for offshore wind industry in England ... Cargill investing $82M in 50K CM/yr wheat-based ethanol plant in Germany ... REGI buying SYNM in $40M stock deal ... Russia promising Ukraine $15B in loans, cheaper NG by ~1/3 ... TSLA's Model E (E for everyone) to be released in '15. Model X SUV next year ... Global offshore wind industry secured ~$2B of debt project finance in '13, same as '12, off from $2.8B in '11 ... Hydro-Quebec issued 450Mw wind energy tender ... UK Energy Act now law. Provides framework to reach carbon reduction target for '30 ... Saudi firm investing 20M Euros for 34% stake in Archimede Solar Energy (Italy) ... Innergex (Canada) LOI to develop 210Mw wind power in BC ... Romania reducing subsidies for new wind, solar, small hydro starting Jan 1 ... 50 Hertz (Germany) applied to build 6 subsea powerlines in Baltic to enable construction of up to 1.5Gw offshore wind capacity.

WEDNESDAY OPEN ... Market up 45/(5)/1. WTI up to $98, Brent up ~$109 ... (stock #s in %) SYNM up 36 on buyout by REGI. USEI up 14. SPIR up 13. BFRE up 11. BLDW, BWEN up 10 .... ECOS down 33. JUHL down 26. GWBU down 22. CSOL down 20. CABN, ZAAP, SSOL down 12. LEXG down 10. NENE down 3. NTCXF, ABAT down 2.

TUESDAY CLOSE ... Market down 9/5/5. Volume slightly heavy. WTI down ~$97, Brent down ~$108 ... (stock #s in %) AEHI up 200. BLQN up 63. CABN up 42. BOPO up 29. JUHL up 26. GWBU, INIS, QTMM up 18. BWEN, SOPW up 15. DSTI up 13. CSGH, TMEN up 11. TSLA up 3 .... ONYX down 50. PTOS down 46. ECOS down 40. SATCQ down 30. CSKH down 28. FCEL down 24, back to top lines (50-days). XSNX down 20 on news. EWRL down 19. POLR down 16. AMEL down 15. TRKP down 13. PSPW down 12. LEXG, ABCE down 10. RVLT down 6. NENE, ABAT down 5. NTCXF down 2.

STUFF ... $6B/yr needed to rescue Syria refugees: Intl Rescue Committee ... Every year Uzbekistan drafts ~1M folks to pick the cotton. For free. World's 5th largest cotton exporter ... Britain to award new set of shale drilling licenses next year ... USEC, only US uranium enricher, to file for bankruptcy next year. Hopes to keep operating, still testing new centrifuges. $257M DOE aid last 2 yrs. Former govt entity privatized by Reagan ... New report predicting world oil prices to fall near $20/bl by '17 ... 15 states urged EPA to let them continue emissions programs they have in place ... Report: US should buy more flood-threatened houses to prepare for climate change ... 75% of animal GHG emissions come from poorer nations ... Wisc on track to cut emissions 22% by '20 ... Bitumen emissions may negate Canada's climate change efforts ... BLM to move ahead with oil/gas royalty reforms ... Sen. Boxer: Dems aim to elevate work of climate change next year ... Molten rock chamber under Yellowstone far larger than thought: study ... 80K acres proposed for wind development in MD ... Cape Wind broke ground ahead of tax credit deadline ... Few UK wind farms can be heard nearby: study ... Regulators OK'd plan for Buffet's power comp to buy NV Energy ... Barclays trying to stop FERC $448M fine ... Chems found in China-made kids' clothes carry risks: report ... Japan launched search for radioactive waste storage sites ... Singapore emerging as Asia green bldg leader ... Kinder Morgan filed ap for $5.4B oil sands line expansion ... Endocrine disrupters near drilling sites point to need for more water research: study ... Shell aims to lower oil sands emissions with LNG trucks ... Women, vets will be key hires for oil/gas industry in '14 ... Drillers putting up billions to test Colo Niobrara Shale prospects ... Clean/renewables to account for all new power in Australia through '20: AEMO ... Rice U researchers say ethanol carries hidden air pollution risks. Toxic, even explosive gases may find way into bldgs ... GEVO raised $25M in new equity offer ... LNG will turn Australia into energy superpower by '17: Morgan Stanley ... Ontario approved 58Mw wind project ... Iberdrola submitted ap for 76Mw wind farm in NH ... National Bank of Canada, Sun Life completed $368M loan for 108Mw solar project in Ontario. Panels from Toronto comp ... Offshore wind to form basis for Alstom's Europe turbine biz ... EC to probe German clean/ren surcharge discounts ... US to launch MD offshore wind auction tomorrow. 2 leases ... Electrobras to invest ~$13B in power gen, transmission, distribution in '14. $4B on transmiss, $2B on distrib ... Siemens to work with Taiwan developers on 300Mw offshore wind ... EBRD to lend $99M for 80Mw Poland wind farm ... Sharp to end solar panel production in Wales factory. 250 jobs ... Wind dominated Brazil auction, solar drew blank again. 2.3Gw new capacity ... Belgium court banned Electrawinds from selling clean/ren assets.

TUESDAY OPEN ... Market down 38/16/8. Volume a little light. WTI up near $98, Brent down under $109. Budget deal in Senate ... (stock #s in %) BLQN hit the lines up 145 at open, now up 63. CABN up 46. BOPO up 12, bottom lines (50-days) holding. BWEN up 12 to top line (50). TMEN up 11. XDSL up 10. SOPW up 9. AMSC up 5 after hitting another new low .... WTWO down 50. SATCQ down 30. CSKH down 28. ENSL down 23. ECOS down 20. NORX down 18. EWRL down 16. FCEL down 15 after reporting, drop from top. POLR down 15. IFXY down 14. TRKP down 12. AMEL down 11. RVLT down 8. NENE, NTCXF down 2.

MONDAY CLOSE ... Market up 129/28/11. Volume slightly heavy. Fed meet ... (stock #s in %) WTWO, ONYX up 100. PTOS up 71 off bottom to bottom lines. INIS up 57. CABN up 29. BSRC up 27. XSNX up 25. POLR up 20. CSOL up 19. RVLT up 17 on news. CRCL, TRKP up 15. AMEL, PSPW up 13. VLNCQ up 12. SPIR up 11. HIIT up 10. NENE up 9, day 3 of turnaround, back over top lines (50-days). NTCXF up 9, back to top lines (50s) . . . . BLQN down 67 on 1K shares. GWBU down 24. UBRG down 20. BFRE, QTMM down 19. PSON down 18. SOPW down 17. ECOS down 16. CWET down 14. SSOL, CSGH down 10. AMSC down 2, new low.

STUFF ... Snowfall in Cairo 1st time in 100 yrs ... China 3rd country to soft land on moon. Iran sent 2nd monkey into space ... BP $16B tight gas deal in Oman ... India $11.7B solar plan needs lenders: World Bank ... IEA: global coal use expected to increase 2.3%/yr through '18 ... Tiny plastic beads used in hundreds of toiletries slipping through water treatment plants, going into Great Lakes. Fish, aquatic life eat them along with pollutants they carry, like PCBs. Major cosmetic comps have pedged to phase out beads, but could take 2 yrs or more. Concentrations up to 1.1M bits of microplastics per sq. mi. found in all 5 lakes ... US Ex-Im Bank excluding mines from new policy to limit assistance for coal projects around world ... Calif's Santa Ana R. watershed facing severe climate, demand challenges. 3rd year of drought ... Climate change threatening Costa Rica banana industry ... Scottish Power Renewables dropped proposals for 1.2Gw wind farm offshore UK. Hard rock bottom, challenging wave regime cited. But some of best wind conditions offshore UK ... UK Crown Estate says Bristol Channel not fit for offshore wind ... Iran cancelled planned $500M loan to help finance Pakistan leg of NG pipeline. Pak hasn't started its part of pipe slated for completion by '15 ... Al Qaeda likely murderers of up to 25 workers building Iran's NG pipe to Iraq ... Kurd oil started flowing to Turkey through new pipe. Baghdad wants revs deposited in Iraq account in NYC. But that's unlikely ... Libya's announcement eastern oil export terminals would soon reopen appears to have been wrong. Oil production stuck ~200Kb/d, half for domestic use. Tripoli gasoline shortage in week 3 ... China Nov. industrial output up 10% over Nov. '12 ... Global energy demand on course to be ~35% higher in '40 than '10: Exxon. China, India to account for 1/2 of growth ... Nigeria central bank asking President Jonathon what happened to $50B in missing oil revs ... ~56% view Keystone as more a benefit to US energy security than enviro risk ... Over 2.6K quakes in OK this year. 87 last week. Fracking suspected ... US ethanol production at 2-yr high of 944Kb/d ... BG Group (UK) est. 15TCF NG offshore Tanzania ... Indian law makes nuke power equipment makers liable in case of power plant accident. Global comps holding back on sales ... Japan est. $10B cost just for land for "immediate storage facilities (for radioactive debris)", plus construction, ops ... UN study: in Italy, oil prices, not ethanol, main driver of grain prices ... DBS Markets: Panama Canal widening to be major driver for increased US shipments of NG liquids to Asia. DBS expects freight rates for very large gas carriers to explode to $300K/d from $37K now ... Mexico's new oil policy could attract up to $20B/yr in foreign investment ... Govt panel told Japan to restart nuke reactors ... Mitsubishi, GE settled wind patent infringement case ... First Wind to sell ~3/4 of power from 51Mw wind farm in Maine to Mass Muni Wholesale El for 17 local utilities ... Kyocera to build 8.3Mw solar plant in Japan with Century Tokyo Leasing. Online late '15 ... ID TechEx: total market for el unmanned drones to reach over $1B by '23 ... XSunX (XSNX) announced 50Kw of sales, expects more contracts by yearend ... QGER (Brazil) to invest $2.58B in Brazil wind farms by '20 ... Siemens got order from Mid American Energy for 1.05Gw of wind turbines. Largest single order ever for onshore wind ... Yingli-led consortium to build 233Mw of solar for Algerian utility ... Renova Energia (Brazil) won bid to supply power from 17 wind farms in Bahia. 355Mw.

MONDAY OPEN ... Market up 131/30/11. Volume a little heavy. WTI up over $97, Brent up over $110. US industrial production up 1.1% ... ECOS up 33. BSRC up 27. XSNX up 20. RVLT up 19 on news, surge up through all lines. AMPD, JUHL, TRKP up 15. INIS, USEI up 14. VLNCQ up 12. NTCXF up 11. NENE up 9 .... GWBU, UBRG down 20. QTMM down 19. ENSL down 16. BFRE down 15. EFOI, PTOS down 14. CSGH down 12. EWRL down 11. WEST down 4. AMSC down 1, new low.

STUFF ... GE: America will require up to 100 small-scale LNG plants for fueling land/sea shipping by '25 - at $50-150M each ... By '14, Pickens Plan predicts globally a tripling of LNG-powered merchant ships, a 42x increase by '20 ... State Grid of China became shareholder of Desertec Industrial Initiative (Germany). Aims to build solar power plants in N Africa desert, export power to Europe ... JP Morgan invested $96M for stake in E.ON 258Mw TX wind farm ...EBRD seeks to reduce energy intensity with new efficiency strategy ... UK National Trust to invest in up to 30M Pounds of clean energy ... Solarstrom (Germany) filed for insolvency ... Greencoat UK Wind raised 83M Pounds from share issue ... RRJ Capital paid $349M for under 8% stake in China Everbright ... Europe ministers failed to agree to limit transport fuels from food crops ... Centrica (UK) selling 580Mw offshore wind project to Dong Energy for 50M Pounds ... Conergy (Germany) selling solar module factory to Astronergy (China) ... New GHG - PFTBA - detected in trace amounts in atmos for 1st time. 7K x more potent than CO2 ... Colo PUC rejected Boulder appeal of muni utility decision involving 2 substations outside the city ... Judge deemed Anadarko liable for billions of dollars in pollution cleanup after improper spinoff ... USDA announced $1.8B for power infrastructure improvements ... DOE to remove most radioactive waste from Hanford. (To where?) ... Ozone hole could vanish in 56 years: NASA ... Canada's Indigenous First Nations threatening $600B of energy deals in west Canada ... NET Midstream got $665M commitment from bank consortium for 120-mile NG pipeline from TX to Mexico. Est. 2.1BCF/d capacity. Online by '15.

FRIDAY CLOSE ... Market flat. Volume slightly light. NG $4.35 ... (stock #s in %) GWBU up 22. ECOS up 20. BFRE up 18. ENPH, PTOS up 16. BWEN up 12, back over bottom lines (200-days), day 3 of turnaround. SSOL up 11. XDSL up 10. WEST, CBEH, AMRS up 9. NENE up 6. XSNX up 5 .... AEHI down 90. WTWO down 50. INIS down 35. BSRC down 34. SLMU down 23. SPIR down 15. EVSi down 14. AMPD, TRKP down 13. USEI, PSPW, AMLM down 12. ABAT, ENSL, EWRL, NORX, RSOL down 11.

STUFF ... Sun's current activity cycle weakest in century ... US cars, trucks hit record gas mileage in '12. 23.6MPG combined city/highway ... Schott shuttered thin-film solar factory in Germany ... Mexico congress approved oil bill ending 75-yr monopoly. 1 member of Congress stripped down to his underwear in objection ... Russia balances their budget at $117 oil ... DOE to give NuScale Power (OR) up to $226M to advance design of tiny submersible nuke reactors. 2nd award under $452M multi-year program to assist development of small modular reactors. 1st award to Babcock & Wilcox in '12. Already prelim agreement with TVA. Russia's 1st underwater reactors headed for '16 install ... DOI: rising temps in COlo, NM to likely result in smaller snow packs, water shortages ... DOE announced $150M tax credits to support clean energy manufacturing at 12 US comps. Also moving forward with $8B in loans for fossil fuels R&D ... Big insurers brought into talks on how to protect NYC region against future storms ... Many developed nations a century or more behind in adapting to climate change: study ... North Polar region continued warming trend in '131: NOAA ... NOAA filed inaccurate data in climate report (not necessarily one on North Pole): Commerce IG ... Calif homes with solar sell at premium ... Citigroup: solar installs to grow 20% globally in '14 ... Ex-Im Bank implemented policy to restrict loans to coal power plants ... Cal lawmakers asking Gov to declare drought emergency ... Grand jury indicted Ark man on power line sabotage charges ... Entergy shut down Ark reactor after transformer fire ... US regulators shuttered 52 unsafe bus comps ... Bayer focusing on mites, not its products, in search for bee death answers ... China urging pilots to learn how to land in smog. Latest smog episode seen from space ... Moniz says oil export ban, strategic reserve could merit "new analysis" ... Miss regulators denied transfer of Entergy Miss high volt transmission lines to ITC Holding (Mich inependent) ... Conoco-Phillips moving to reopen Alaska NG export terminal ... "Our outlook (of world energy supplies) has never been more positive": Exxon ... Chicago council mulling ban on older oil tank cars ... New jack-up vessel commissioned by Hochtief for construction of offshore wind farms. Joins 2 others ... Concentrated PV solar demand seen doubling, costs halved by '17. TransCanada has reduced Keystone XL from 32% of contracted projects 4 yrs ago to 14% now. $38B total new projects now, some solar. Had to repair southern leg (now done) at 125 different locations. Canada tar sands comps counting on north leg much more than TransCan.

FRIDAY OPEN ... Market up 14/4/0. WTI down under $97, Brent down ~$108 ... (stock #s in %) ENPH up 13. CBEH up 11. XDSL, SSOL up 10. PEIX, JUHL up 9. XSNX up 5 .... ECOS down 20. INIS down 19. BSRC down 16. SRWRF down 15. ABAT, ENSL, EVSI down 14. ZAAP, AMPD down 13. CSGH, HIIT down 12. EWRL down 10. NTCXF down 1.

THURSDAY CLOSE ... Market down 104/5/6. Volume slightly heavy ... (stock #s in %) BLQN up 211, bounce back from last 2 days. ECOS up 66. BSRC up 42. CSKH up 40. AMPD up 28. ZNNMF up 24. TRKP up 18. USEI up 14. NORX up 12. PLUG, QTMM up 11. NENE, TSLA up 5 .... ONYX down 50. BOPO down 40. GERS down 33. CRCL down 30. MDDD down 29. CBWP down 23. INIS down 22.SATC down 16. JUHL down 15. VLNCQ down 14. CABN, ENSL down 13. WWPW down 10. LEXG down 9, new low. WEST down 8. XSNX down 5. NTCXF down 4.

STUFF ... Fed judges rejected EPA rule on heavy-duty truck engine emissions ... Canadian Solar (CSIQ) got 100Mw, 4-project deal in China. Online in Jan ... 45M US households could easily switch to plug-in EVs: poll ... FDA voluntary plan to curb antibiotic use on farms ... EPA listed 9 superfund sites, proposed 8 more ... Dallas city council approved 1 of most restrictive NG drilling ordinances in TX ... 9 banks providing $1.2B for 531Mw Chile hydropower. 2 projects. Online '18 ... Price of PV panels up ~5% in India this year ... Focusic New Energy (China) got $32M loan from China Development Bank for 20Mw concentrated PV project near Gobi desert ... Singapore could meet 10% clean energy by '20 without govt subsidies. ~1% now ... Australia reached 3Gw of installed solar. ~1.2M systems. ~10% of el demand ... UK seeing rapid jump in cases of blocked filters from biodiesel ... USDA, US Navy unveiled Farm to Fleet program. Navy to begin to add biofuels into regular domestic purchases of ~77M gal/yr of jet fuel, marine diesel. 1st deliveries in '15. Blends between 10-50% ... USDA announced public-private development of 1st US commercial facility to produce cellulosic nanomaterial from wood fiber ... Cheneire unit signed 20-yr contract with Indonesia's Pertamina to export .8M tons/yr LNG to Indonesia from TX. 1st deliveries in '18 ... China oil pipeline blast in Nov that killed 62 caused by thieves siphoning off oil. Oil had leaked into urban storm drains ... Ukraine asking EU for 20B Euros aid to sign trade agreement. (Apparently the protests were effective.) ... Study: UK will save 85B Pounds/yr by meeting planned carbon targets, cutting emissions in half by '25 ... Iran, Russia close to agreement to build new nuke plants in Iran ... Fisker on fast-track bankruptcy. May soon restart production of Karma hybrid ... 30K Coloradans petitioning Xcel Energy to withdraw anti-solar proposal ... Grupo T-Solar (Spain) completed solar plant in S Cal. NADB $65M loan for over $75M project ... COPEL (Brazil) to buy 553Mw Brazil wind projects for $68M ... Solar City (SCTY) closed on $158M Zep Solar acquisistion. All-stock transaction ... Sun Ed to offer $800M notes to fund debt restructure ... GE Finance-led consortium bought stake in 143Mw Catalina solar plant ... Strata Solar (NC) to buy 160Mw of modules from BYD (China) ... Hermes (UK) funds acquiring majority stake in 144Mw wind farm in Scotland from EDF units.

THURSDAY OPEN ... Market down 74/2/4. Volume a little heavy ... (stock #s in %) BLQN up 211 on 100 shares. POLR up 70. PRHL up 17. WSGP up 15. HOKUQ up 13. NORX up 12. PLUG up 8. NENE up 3 .... GERS down 33. CRCL down 30. ENSL down 27. GWBU down 20. WWPW down 15. AMEL down 11. XSNX down 8. ABAT down 7. MDDD down 6 on news. WEST down 4.

WEDNESDAY CLOSE ... Market down 129/56/20. About time, really ... (stock #s in %) ECOS, GERS up 50. MDDD up 48, day 4 of 3x bounce off bottom. CRCL, FNVRF up 44. INIS up 40. AMEL up 18. ZNNMF up 17. ENSL up 13. XDSL up 11. BWEN up 10. QTMM, RNWEF up 9. ABAT up 2, up 7x on year, recent up 2x (that I pretty much foretold ye about) .... BLQN down 69, still double on year. CGYV down 33. POLR down 28. TRKP, GEVO down 27. AMPD down 23. BBLU, BSRC down 16. SSOL down 14. BHWX, SOPW down 13. ASTI, KIOR down 12. GWBU down 10. NENE down 8. WEST down 4. NTCXF down 1, back to top lines (50-days).

STUFF ... DOE to restart loan guarantee program next 2 weeks. $11B ... IEA boosted '14 global oil demand forecast on US recovery. 1.2Mb/d '14 rise to 92.4M ... Hanwha Solar (HSOL) got 13Mw contract in China ... Net metering facing cutbacks, elimination in future: solar industry experts ... Harvard study: embrace forests as infrastructure ... China LED market set to double by '17: report ... Monsanto, enzyme maker deal to develop natural ag pest controls ... ND oil spill threatening Little Missouri R. tributary ... GM HQ diverting all trash from landfills ... Putin bolstering Arctic military presence (Napoleon complex? Is that what the world wants? What does he want, a coronation?) ... New England governors agreeing to regional energy coordination ... Longer Arctic drilling leases would drive better, safer development: report ... Gender diversity a "must" for energy employers: survey ... China asking grid operators to buy all the solar produced in their areas to boost manufacturing capacity ... Chevron back to fracking in Romania after ops blocked 2nd time in 2 months. Equipment damaged by protestors ... Formula Electric racing now reality. DiCaprio, Andretti, Branson in ... China el demand to double by '26: IHS. By '35, more than demand of US, Europe combined ... Eaton developing wireless charge system for el buses in Europe. En-route charging ... Australia to expand coal port by dredging near Great Barrier Reef. 4 new coal terminals. Capacity boost to 300M tons ... Total, 2 other comps getting $140M OPIC loan for Chile 70Mw $200M solar farm. Sunpower (SPWR) panels. Online early '15. Chile now has 6Mw solar ... Suzlon unit got 266Mw order in Germany. 24 community wind projects. Online '15 ... Solargiga (China) formed JV to develop 200Mw in Ghana. Ghana target 10% clean energy by '20 ... Ratepayers could save $1.7B next 17 yrs if Hanford nuke station closed: report. BPA paid ~$419M for $218M worth of power from the plant (last year?) ... Supreme Court seemed receptive to some EPA arguments in cross-state pollution case ... Barclays sees rise in UK solar project lending ... UK solar, onshore wind to remain viable. Strike price announcement "sensationalist" ... Morocco evaluating bidders for 1.15Gw of wind, solar capacity ... Mainstream (Ireland) to target institutional investment with new capital unit ... Local biz seeking to revive development of 1.2Gw Atlantic (wind) Array offshore England ... Colo PUC approved XCel energy plan for 620Mw new Colo clean energy ... Dane pension fund providing $44M to Irish comp for Vestas turbines for Irish farm ... Viridor (UK) 25-yr contract for 223M Pound waste-to-energy plant in S Wales ... EBRD to focus on energy efficiency, clean energy in 5-yr strategy.

WEDNESDAY OPEN ... Market down 65/19/9. WTI down under $98, Brent under $110. 2-yr budget deal going to fly? ... (stock #s in %) ECOS up 50. CPWY up 47. INIS, UBRG up 20. CWET up 17. CCTC, NORX, MDDD, TMEN up 16. FNVRF, ZNNMF up 14. CERP up 13. QTMM up 10. RNWEF up 9 .... GWBU down 34. BSRC down 29. GEVO down 28 on news, new low. POLR down 28, new low, 5 cents from $6.25 in year. Talk about pump and dump. AMPD down 23. EWRL down 21. CABN down 17. PRHL down 15. BHWX down 13. PSPW down 12. SOPW down 11. SSOL, MKTY down 10.

TUESDAY CLOSE ... Websites change at least every year for some frackin reason. Latest is Bloomberg. Whatever. It always gets harder. Market down 52/8/5. Volume a little busy. BOA Merrill Lynch: prepare for 20% correction in '14. 900-page Volcker rule: did it get yay or nay? ... (stock #s in %) CGYV up 64. ABCE up 28. AMPD up 24. GWBU, INIS up 22. CABN up 19. CRGE up 18. BHWX up 15. MKTY up 14. XDSL up 12. PLUG up 11. MDDD, LEOM, GSFVF, ABAT up 10. WEST up 4 .... ZNNMF down 56. FNVRF down 30. CERP down 25 (are they for real or charletan?) POLR down 22. EWRL down 20. CWET down 18. UBRG down 16. BFRE down 15. SRWRF down 14. SYNM, JUHL down 13. USEI down 12. CSGH down 11.

STUFF ... 1st oil flowing through southern leg of Keystone XL - OK to TX coast ... Peabody closing Australia coal mine ... WV landfills OK'd to accept unlimited amounts of often radioactive fracking waste ... Colo Oil/Gas Ass suing Colo cities over voter-enacted fracking bans ... EU voted to support carbon trading system ... EPA plans to conduct fewer in-person inspections, fewer cases against industry rule breakers next 5 yrs ... US outvoted in stand against new coal power plant for Pakistan ... Ocean acidification could make fish more anxious: study ... Tasmania target 100% clean/renewable energy by '20 ... Japan govt says nuke power should be embraced as "go-to" power source for country ... Lack of skilled workers threatens Canada's $50B LNG investment plans ... Iran continuing to test more efficient uranium enrichment techs ... UBS fund bought 50% stake in EDF 161Mw TX wind farm. Online mid-'14. GE turbines ... 930Mw PV solar installed in US 3Q, up 35% yoy. 1.83Gw expected in 4Q for 4.27Gw on year ... Global hybrid, EV market est. $334B by '23. Now $69B: ID Tech Ex. Will be primarily large or very heavy duty vehicles, on-road, off-road and marine ... Tenaska looking to NE states, TX for US solar expansion ... Russia must address localization rules to meet $17B clean/ren energy investment target ... Allied Irish Banks formed 100M Euro fund for Irish energy efficiency projects. Support from EIB ... Belfast developer got funds from UK Green Investment Bank for 81M Pound combined heat and power biomass project ... GDF Suez to sell 50% stake in French onshore wind portfolio - 440Mw - to French bank ... Actis closed 3rd energy fund at $1.15B. Original target $750M ... Hanergy (China) to build thin-film solar module production plant in Brazil.

TUESDAY OPEN ... Market flat, mixed. WTI up over $98, Brent under $110 ... (Stock #s in %) GERS up 50. CWET up 19. CRGE up 18. XIDE up 15. WEST up 13. LEOM, NORX up 11. GSFVF up 10. HSOL up 9. ABAT up 5 .... BLQN down 74 on 750 shares. ZNNMF down 54. HOKUQ down 31. BFRE, SPIR, CERP down 15. POLR down 11. BSRC down 10. PLUG down 6. NENE down 1.

MONDAY CLOSE ... Market up 5/6/3. WTI ~$97, Brent ~$109. NG $4.23. US household wealth up $1.9T in 3Q. US govt lost over $10B on GM bailout ... (stock #s in %) MDDD up 32. UBRG up 20. PSPW, GSFVF up 18. EWRL up 16. ENSL up 15. WWPW up 14. ABAT, XIDE up 12. JUHL up 11. KNDI up 10. WEST up 4. TSLA up 3 .... CGYV down 41. NGLPF down 38. GERS, ECOS down 33. PTOS down 25. CPWY down 20. GWBU down 19. PLUG down 18. AMEL, CABN down 16. ASPW, HSOL, PSON down 15. HSOL dropped to bottom (200-day) line. LEOM down 10. XSNX, NENE down 9. NENE drop below top lines (50-days). XSNX drop below all lines. NTCXF down 3.

STUFF ... Governors of 8 N East US states to petition EPA for force stricter air pollution rules on 9 Midwest, Appalachian states ... Canadian Solar (CSIQ) got $40M loan from China fund toward 145Mw solar in Japan. CSIQ also got 8.7Mw Mexico project ... Researchers see link between Arctic melting, extreme summer weather ... Climate change threatens S East Alaska's salmon habitat ... Cuba creating nature reserves in response to climate change ... US energy IPOs fetched $6B in '13 ... Dubai to add 50Mw ($100M) solar before World Expo '20 ... UK's largest power plant opened 1st of 3 generating units being converted to biomass from coal. $1.14B cost. 2nd online next year, 3rd in '16. Carbon savings ~80% ... Ontario's est. '13 elgen 59% nuke, 28% clean/ren, 11% NG, 2% coal. '25 forecast 42% nuke, 46% clean/ren, 12% NG ... Iran, Iraq plan to increase crude production, exports a combined 2Mb/d in '14. Implied other OPEC should cut their exports same amount to keep prices from falling ... Goldman Sachs price forecasts for '14 - $98 avg for WTI, $106 for Brent ... API: oil/gas potential off US Atlantic coast over 1/2 now being produced in Gulf of Mex ... US oil shipments by rail up 32% in '13 over '12. 458M bls, over 655K carloads. Up 50% yoy in ND ... GE report: global NG consumption to increase over 1/3 by '25 ... Ukraine failed to sign deal to open NG supply route from Slovakia ... NG lease auction for offshore Lebanon Jan 10. 6 blocks ... Ethanol production from bamboo in China technically, economically feasible, cost-competitive with gasoline: research in UK ... China biodiesel imports 1st 9 mo '13 up 10x over '12. Tax evasion scheme probably to be stopped ... World's biggest palm oil comp pledging to halt deforestation ... Black Rock bought majority stake in 68Mw TX wind farm project from Own Energy. Siemens turbines. Morgan Stanley finance ... Asian Development Bank to lend $900M for 600Mw Pakistan coal plant. Online '19 ... Obama pollution control agenda goes to Supreme Court and fed appeals court tomorrow ... Ming Yang Wind (China) won 1st India order - 150Mw ... Quercus targeting 254Mw new UK solar portfolio by March '15 ... EIB 500M Euro loan for Netherland grid operator for 3 HVDC offshore wind connections ... Green for Growth fund for S East Europe making 20M Euro loan to Croatia bank for clean energy, energy efficiency finance ... DONG Energy moving ahead on 3 offshore wind farms in N Sea after UK revision of subsidies ... Moldova targeting 400Mw of clean/ren energy by '20 ... New South Wales to divest 105Mw wind, hydropower assets to finance future infra investment ... EIB to invest 50M Euro in clean energy infra fund ... French comp bought 7.5% stake in 288Mw wind farm offshore Germany ... China 3 Gorges to buy 49% stake in Portuguese wind development from EDP.

MONDAY OPEN ... Market up 8/10/2. WTI over $97, Brent down ~$110. German industrial production down in Oct ... (stock #s in %) TMEN up 30. MDDD up 24. INIS up 22. WWPW up 21. CPWY, UBRG up 20. ABCE up 16. GSFVF up 13 .... HOKUQ down 54 on 250 shares. ECOS down 33. VSPC down 20. BFRE down 17. AMEL down 16. ASPW down 15. CABN down 13. PLUG down 13, 3-day surge coming back. XSNX down 4.

FRIDAY CLOSE ... Blizzard here ... Market up 198/29/20 on jobs report I guess. Volume normal. US wholesale ethanol jump to $2/gal. Gasoline $2.73 ... (stock #s in %) NGLPF up 88. CPWY up 25. CWET up 20. BLDP up 18. BFRE, FCSMF up 15. AMPD, CHGI, PLUG up 13. CREG up 10 .... ASIUF down 33. ENSL, PSON down 22. INIS, PTOS down 20. WEST down 18. PSPW, UBRG down 16. ECAU down 13. ZAAP down 12. USEI down 11. JUHL, GSPI, AQNM down 10. CERP down 5. Should be bottom.

STUFF ... Central Africa Republic on verge of genocide. Muslim v. Christian. What the hell ... US teacher killed in Libya ... Back to biz: Shell not going to build NG-to-liquids plant in Louisiana. Over $20B cost concerns, lack of skilled labor to build without cost overruns ... Skilled labor shortages coming up more and more ... Cheap NG leading to increased emissions in industrial sector: report ... Flooding from hurricanes (named from having to hurry in the sugarcane crop?) worsened by sea level rise: study. (We needed a study for that?!) ... Bioenergy boon in US southeast threatens biodiversity: report ... Hurricane-force winds slammed into Brit, Germany ... Record German wind power brought solar/wind share of power gen to over 35% today, above '20 target. Estimate wind will hit 39% of supply tonight. Turbines start to cut out with over 60MPH winds ... USGS sending seismic recorders to TX drilling areas ... Ohio Republican lawmakers pushing for oil, NG tax increase (!) ... Asia Development Bank approved $136M grant to refurb 51-yr-old Tajikistan 240Mw hydropower plant. Largest single transaction ever provided the country. $34M from Tajik govt ... Alternate Fuels Americas signed 150 more landowner agreements in Costa Rica for feedstock for up to 2M gal/yr of biodiesel. Accelerates revs timeline ... Miscanthus has better results for cellulosic ethanol than switchgrass: research ... Up to 20 ethanol plants expected to be shuttered in IL with RFS cutbacks in '14 ... Germany biodiesel exports surging. 330M gal shipped thru Sept, up 14% on year. 30M to US, rest to Europe ... Royal DSM, DONG Energy demo'd breakthrough wheat straw fermentation. 40% increase in ethanol yield ... Western Canada Select crude going for $71/bl. Heavier Canada crude going for less. Canada can export crude. US cannot ... Wisc Energy '14 capital spending plan $711M ... Goldwind (China) to provide turbines for 50Mw Romania project ... Invenergy (US), local comp got finance for 24Mw wind project in Poland. GE 1.5Mw turbines. Online early '14 ... DOI finalized rule allowing wind farms to obtain permits to injure, kill or disturb eagles for up to 30 years ... Officials unveiled $627M of BP-funded Gulf of Mex restoration projects ... China continues to corner rare earth processing market ... Algae bloom threatening Pecos River ... Wisc dairy farms spilled over 1M gal manure this year so far ... Lawmakers blasting Gov Christie for stalling offshore wind development ... Shanghai grounding flights amid record smog ... Ecuador officials shut down enviro group opposed to Amazon rainforest oil drilling ... Bulgaria's renewables tax risks further destabilization of east Europe clean power sector: analysis ... Chinese investor to invest over 511M Euro in Bulgaria wind park ... China Development Bank lending $80M to China Wind Power for 70Mw of solar plants ... Pacific Hydro (Australia) got govt approval for 100Mw wind farm. $181M ... Rene Sola (China) $200M 3Q loss with polysi plant shutdown ... Vattenfall delaying Europe offshore wind test project 2 yrs to '17 ... Q-Cells got $188M from parent Hanwha Chem ... Coal consumption by Japan utilities up 26% in Oct yoy to record 4.78M tons ... Coal prices ~$80/ton ... S Africa coal mines producing as low as $40/ton ... Indian coal imports at 12 ports up 44% Apr-Sept. Other reports to Oct say up 28% ... Thailand, Madagascar developing their coal resources ... Since '28, avg bull mart lasted 57 months, 165% gain. This one now is there ... ABM commissioned 1.2Mw solar farm in Baltimore.

FRIDAY OPEN ... Market up 142/20/13. Volume normal. 203K new jobs in Nov ... (stock #s in %) NGLPF up 73, back above bottom (50-day) lines. CPWY up 25. BLDP up 23 on news, jump off all lines. BFRE, CABN up 15. CWET up 13. PLUG up 4, another new high .... ECOS down 33. POLR down 22, new low. PTOS down 20. PSPW, UBRG down 16. ENSL down 14. AMTX down 12. ECAU, SPIR, USEI down 11. ABAT down 9. WEST down 7. NTCXF down 4.

THURSDAY CLOSE ... Market down 68/4/7. Volume a little heavy. Dow back near 50-day lines. NG $4.12 ... (stock #s in %) WTWO up 100. ECOS up 50. PLUG up 42, day 2 of run. PSON up 39 off bottom. GWBU up 37. BOPO up 35, trenching in above bottom lines (50-days). AQNM up 28 off bottom. WEST up 26 in day turnaround. PTOS up 25. MGLT up 24. GPRC up 21, new high, double from Sept. UBRG up 20. ENSL up 17. CDTI up 15, big jump off bottom lines, over top lines and back under on volume. CSUN up 12 (see open comments). FTEK up 11, new high, over double from Sept. BBLU, BLDW, GSFVF up 11. JUHL, NTCXF up 10. Check NTCXF. PEIX up 5 over top line (200), near dub from Nov .... ONYX down 60. AEHI down 50. AMLM down 37. HOKUQ down 23. WWPW down 18. FNVRF down 17. SATCQ, CABN down 13. CCTC, ECAU down 12. XDSL, XSNX down 11. POLR, NGLPF, SRWRF, XIDE down 10.

STUFF ... Dozens of largest comps, including 5 oil majors, expecting govt to enact carbon prices or tax. Incorporating charges into long-term finance planning ... China doubled clean/renewable energy capacity this year ... Closure of enrichment plants puts US in a bind: report ... Mitsubishi slashed price for i-MiEV ... Thieves in Mexico stole truck toting radioactive material. Officials since recovered both truck and material ... 9.5Mw power plant to run on coconut waste in Thailand ... Solar City (SCTY) offering power storage to commercial customers using Tesla (TSLA) batts ... Looks like Baghdad, Kurds have agreement on oil exports to Turkey ... Syria insurgents lately targeting NG pipelines that feed power plants. Attack on Homs refinery keeping gasoline in short supply in Damascus ... Iowa's consumption of E85 in 3Q near double 1Q ... Investors to build $70M cellulosic ethanol plant in Canada. Would use 250K tons of corn stalks per year ... Libya hopeful oil production will be at full capacity within weeks ... TEPCO may consider dumping contaminated (radiated) water into ocean: IAEA ... Total, Amyris (AMRS) formed JV to make, sell biofuels. Commercialization within next few years ... EDF, ACME (India) to build 200Mw solar in India ... EDF, Eren taking 50% stake in ACME Solar ... Hanergy (China) bought Alta Devices (Cal) - thin-film solar developer ... UK unveiled 375B Pound infrastructure plan. 25B investment pledged by insurance comps. 218B for energy ... Final legal appeal dropped against 600Mw wind farm project offshore Netherlands ... Obama instructing fed govt to use 20% clean/renewable energy by '20 ... Public lands in US emit far more carbon than they absorb: analysis ... Emissions from heavy duty diesel engines plummeting: study.

THURSDAY OPEN ... Market down 64/4/3. Volume normal. WTI over $97. US 3Q revised GDP up 3.6% on inventories ... (stock #s in %) WTWO up 100. PLUG up 41 more, day 2. ENSL up 18. CSUN up 15 after reporting. SENY up 13. MMMW up 11 .... USEI down 22. POLR down 20. CWET down 17. HOKUQ, XIDE down 16. SATCQ, SRWRF down 13. WWPW down 12. XSNX down 11. NGLPF down 10. NENE down 3.

WEDNESDAY CLOSE ... Market down 24/0/2. Volume a little heavy. WTI over $97 ... (stock #s in %) ONYX up 400. PLUG up 60, new high, on news, leap out of 3-yr "50-day" lines. GERS up 50. BSRC up 42. CSGH up 31. AMEL up 30. POLR up 25. WWPW up 22. LEOM up 17. BLDP up 16. PALAF up 15. PEIX up 14 to top line (200-day). AMTX, BLDW up 13. PRHL, USEI up 12. NGLPF up 11. ABAT, CBEH up 10. FCEL, FNVRF up 9. XSNX up 8 .... HOKUQ down 47. PSON down 25. BOPO, EWRL down 22. CABN down 18. XIDE down 17. TMEN down 16. ENSL down 13. DSTI down 12. EVSI, WEST down 10.

STUFF ... No changes from OPEC at Vienna meeting ... Coal ash pollution from NC Duke plant kills hundreds of thousands of young fish per year, deforms many more: study ... PPL unit completed $440M expansion of 100-yr-old hydropower plant on Susquehenna. Now 230Mw ... '14 shrimp season in Gulf of Maine cancelled. Historic lows of shrimp from overfishing, warming waters ... Scientists call for early warning system for sudden climate change impacts ... Climate change threatens N Am freshwater mussels: USGS ... Fiji's GDP to suffer from climate change impacts: report ... Barge-mounted LNG export projects got partial DOE OK ... Ohio shale jobs up 30% last 2 yrs: report ... Japan backing Costa Rica geothermal power with $560M. Another $70M from EIB. Costa Rica 1 of 8 nations now or nearly 100% powered by clean/renewable energy ... Enel Green Power planning 2 solar, 1 wind farm in Chili. 161Mw total, $320M investment ... US Ex-Im Bank $61M toward 50Mw wind farm in Costa Rica. Gamesa turbines ... UK published clean/renewable subsidies regime. Cuts to onshore wind, solar from June ... Zimbabwe E15 mandate as of Nov 30. Planning E20 in '14 ... Delta Airlines refining unit suing EPA over '13 RFS ... Shell floated hull for its floating LNG vessel. Biggest object ever put to sea. 488 meters long ... UK public housing contractor getting up to 120M Pounds from UK bank to fund rooftop solar across Britain next 3 yrs ... Banks, govts to finance initial phase of 54Gw Saud clean/renewbale energy buildout ... Govt-owned Indian power comp looking to World Bank to debt finance 1Gw solar initiative ... Tosjiba targeting 100Mw rooftop solar in Germany next 3 yrs ... Local Brit council approved 9Gw offshore wind zone ... Sustainable Development Capital to launch $200M UK-China energy efficiency fund backed by UK Green Investment Bank.

WEDNESDAY OPEN ... Market up 32/11/2. Volume normal. WTI up near $97. Oct US new home sales surge ... (stock #s in %) BSRC up 95. PLUG up 41 on news, new high. VLNCQ up 34. CSGH up 31. PEIX up 17. NGLPF up 11 .... HOKUQ down 56. AMLM down 37. PTOS down 25. PSON down 18. PSPW down 14. ENSL down 13. XDSL, NORX down 11. JUHL down 10. WEST down 8. ABAT down 6.

TUESDAY CLOSE ... Market down 94/8/5. WTI up over $96 ... (stock #s in %) AEHI up 100. AMLM up 58. NORX up 38. SATCQ up 25. CABN up 23. PSPW up 19. TSLA up 16. VLNCQ, ENSL up 13. EVSI, MKTY up 12. TMEN up 10 ... BSRC down 55. GERS down 33. CGYV, CRCL down 32. CPWY down 26. AQNM down 24. BHWX down 21. SRWRF down 18. WWPW, CSGH down 17. BLDW, CSKH, PSON, UBRG down 16. POLR, USEI down 11. WSGP, NGLPF, POWR, BOPO, ABAT down 10.

STUFF ... Tundra lakes drying up. Unprecedented in 200 yrs: study ... Lego pledges to use only clean/renewable energy by '16 ... Australia must cut emissions 40% to avoid "unimaginable" climate change: scientists ... Obama admin boosted goal for energy efficiency projects ... Colo coal mine idled production, 115 workers ... Toyota RAV4 EV uses Tesla batt. No fires yet ... Large Nigeria oil spill spreading through delta region ... Shanghai warning children, elderly to stay indoors amid air pollution ... No crude price collapse in '14: Barclays ... Oil biz dried up in N Miss Lime Shale ... "Fire ice" NG deposit found in Sea of Japan ... US crude production now over 8Mb/d. Est over 9M in '14, over 10M by '16 ... OPEC Nov production 2-yr low just over 30Mb/d. Slips in Nigeria, Saudi ... Shiite terrorists punching back in Iraq ... Egypt sentenced group of female pro-Morsi protestors to 11 yrs in prison ... Syria oil production down to 20Kb/d ... Beijing trying to shut down thousands of small, inefficient coal producers or force them to join giant state-owned comps. China consumes 4B tons/yr ... US extended Iran sanctions waivers to China, India, S Korea, others in exchange for their reducing purchases earlier this year ... Lack of el in Gaza sparking catastrophe ... Another 20 Brazil sugarcane mills expected to shut down next few yrs. Ethanol demand falling ... Argentina boosted biodiesel blend to 10% from 8% ... Chemtex to locate $200M 20M gal/yr cellulosic biofuel plant in NC ... Indonesia bank funding palm oil industry $4.4B through next Oct ... Rosneft, Eni agreed on mutual oil supplies to Euro refiners ... Indonesia rejected extension of Chevron oilfield contract. Chevron operated field for 50 yrs. Hand-over to state-owned comp. 29 contracts expire through '21 ... Jinko Solar agreement with local China govt for 200Mw project ... Ormat (ORA) acquisition of up to 35Mw geothermal project in Honduras. 18Mw in 3 yrs ... Tata may fund $400M clean/renewable energy, energy efficiency projects in India. "Combined cost of grid power, diesel generators that many comps use now higher than solar" ... Okinawa El Power to set up 2Mw batt storage system for solar projects. Solar cap on island to reach 57Mw soon ... Hitachi announced energy storage system. To begin testing in N Am 1Q14. Goal to market by '16 ... Netherlands comp doubled investment in Sun Ed distributed solar fund to $100M ... Pension Danmark investing 153M Pounds in Falck UK wind portfolio. 49% stake in 272Mw ... Ontario to launch new wind tenders. 600Mw next 2 yrs ... Hydro Tasmania to seek fed funds for A$2B 600Mw wind farm ... Bulgaria to vote on 20% clean energy revenue tax ... EIB could lend 1.7B Euro to National Grid for 4B Euro UK clean/renewable energy transmission scheme ... Iberdrola seeks to qualify 500Mw new wind energy for US PTC this month ... Eco Power applied to build $250M 100Mw Chile solar plant ... Quercus (Luxemburg) acquired 254Mw solar portfolio in UK.

TUESDAY OPEN ... Market down 68/1/1. Volume normal. WTI up over $95, Brent up over $112 ... (stock #s in %) AEHI up 100. NGLPF up 70. MGLT up 50. NORX up 46. BSRC up 33. EVSI up 13. TSLA up 12 on Germany OK of S. CABN up 10 .... SRWRF down 19. LMRMF down 13. AMPD down 12. POLR down 11. ABAT, LYSDY down 10.

MONDAY CLOSE ... Market down 77/14/5. Volume normal. WTI up ~$94 ... (stock #s in %) GERS up 50. CGYV up 47, over all lines, double bottom with Oct. FNVRF up 40 off bottom. WWPW up 23. CPWY up 20. DSTI up 14. PLUG up 12, new high. POLR, USEI up 12. ABAT up 8 in turnaround. XSNX up 4 .... AMLM down 55. AEHI, WTWO down 50. NGLPF down 41. CSOL down 34. MGLT down 33. NORX down 27. TRKP down 22. ENSL down 20. AMTX, BHWX down 17. CSKH, IFXY down 14. LEXG, ZNNMF, BOPO down 13. ASPW, BBLU, EWRL down 12. EVSI, QTMM down 11.

STUFF ... US drought level down to 2-year low ... Climate change behind steady 60-yr slowdown of westerly winds blowing off N Pacific that play key role in carrying precip into western US mountain ranges: research ... Spending on management tools for boosting data center efficiency to increase 7x: study ... New US cold records over Thanksgiving ... Australia warmest-ever spring ... EU carbon market prices down 9.4% lately on expanded supply ... TX oil output up 1/3 this year led by Permian Basin ... UK wind power rose to record over 6Gw today. 14% of total el supply. 7.8Gw of NG power halted. Demand down ~2Gw ... EU, China agreed to end solar panel trade dispute. China to curb exports to Europe ... ~1.75Gw solar to be installed in India in '14. 420Mw concentrated solar ... Raizen broke ground on 10M gal/yr $100M cellulosic ethanol plant in Brazil using Iogen Energy tech. Online by '15 ... Cambrian Innovation (Mass) installed EcoVolt system at Cal brewer. World's 1st bio-enhanced wastewater treatment system. Organisms convert pollutants into el, then microorgs convert el, CO2 into methane, clean water ... Petro China to buy 25% of Exxon 60% stake in S Iraq oil field. 3Mb/d potential, now producing ~500Kb/d ... Statoil says Arctic drilling decades away ... Japan comp wants to install solar panel belt around Moon equator, beam power back to Earth ... Japan shipping comps to spend over $17B on 90 new LNG tankers through '20 ... ~2Gw to be added to Iran's power capacity next summer ... Hanwha Solar (HSOL) $574M Bank of Beijing 3-yr loan to build solar farms in China. 250Mw in development ... Canadian Solar (CSIQ) got $33M loan for Ontario project ... New German offshore wind rules to protect N Sea porpoise ... Stem (Cal) - energy storage provider - got $15M to expand in N Am. GE, Iberdrola invested. N Am market potential $45B, global market up to 3x that ... Japan's domestic solar shipments up over 3x yoy in fiscal 2Q. Exports fell to 53Mw ... Southern pine beetle taking hold in NJ forests ... 1st BP Deepwater Horizon criminal trial started ... EIB lending 200M Euro to Enel Green Power for Romanian wind portfolio. 15-yr loan ... Dane pension fund, Northland Power (Canada) supplying 200M Euro debt finance for 600Mw offshore wind project ... Consortium raised 305M Pound bond finance for transmission line for 504Mw offshore wind farm to UK grid ... GDF Suez consortium submitted 1Gw bid in French offshore wind tender ... Enel Green Power won contracts to sell up to 4.1Gwh el in Chile at $128/Mwh. Dec '13 to '24 ... Australia Bank providing 20M Pound to finance rooftop solar next 3 yrs by UK comp ... Vantage Capital (S Africa) created $217M debt finance fund for renewables.

MONDAY OPEN ... Market down 26/1/0. Volume slightly light. WTI over $93. US manufacturing up ... (stock #s in %) CGYV up 47. FNVRF up 40. CPWY up 20. PRHL up 17. USEI up 12. SSOL up 10. WEST up 4. NENE up 1 .... CSOL down 34. MGLT down 33. ENSL down 21. IFXY down 14. DSTI down 13. LEXG, LSCG, SOPW down 11. ABAT down 5. AMSC down 4. XSNX down 3.

STUFF ... S Carolina threatening to impose $154M fines of US govt for failing to meet promised clean-up sked at Savannah R nuke weapon waste site. Hundreds of millions a year for maint, security. Tanks near river have leaks, buried in soil below water table. DOE began clearing site in '96. Projected '23 completion now getting stretched well into '40's ... Last winter coldest in 50 yrs ... UK forced to install 70K EV charging stations and hydrogen, NG refill stations by '20 by EU draft directive. Germany 86K, Italy 72K ... Shunfeng PV (China) $462M bond issue to finance Wuxi Suntech (China) acquisition ... E.ON (Germany) to sell its Italy unit. Target over 3B Euro for 6.1Gw installed cap ... Trina Solar (China), Yabang (China) investing $45M in solar module making JV ... Goldman Sachs, 2 Danish pension funds investing $2B in 26% stake of Dong Energy (Denmark). IPO option ... Algonquin Power (Ontario) to pay $117M for remaining 40% of Gamesa US unit 400Mw portfolio ... Irealnd rejected bids for Bord Gais Energy ... Venezuela stock market up over 620% this year. But people can't get toilet paper, el is rationed, blackouts frequent, fist fighting over last bags of corn flour ... Argentina offering Repsol $5B compensation for taking over YPF. Repsol wants over $10B ... US NG ~$4/MBTU. $20 in Mexico. Think there will be new pipelines to Mex?