Wednesday, December 31, 2014

WEDNESDAY CLOSE .... Market down 160/41/21. WTI over $53, Brent over $57. US NG down to $2.96. Italy prez resigning .... (stock #s in %) PSON up 38. GPRC up 35. LIME up 21 with volume. JUHL up 21 with volume. NGLPF up 20. RNWEF up 18 with volume after hitting new low. LYSDY up 17 with volume. CCGI up 17. AWSL up 15. ACFN up 13 with volume. DPSM up 11. CREG up 4 after new low. ASTI up 2 after new low .... BSRC, XDSL down 16. AQNM down 13 with volume. SWET down 11. ULBI down 11 with volume. UBRG down 10. CABN down 10, new low with volume. LSCG down 9, new low with volume. GSFVF down 7, new low with volume. AXPW down 7, new low. CSUN down 3, new low. Happy new year, pards. If you can make sense of it, let me know.

TESLA (TSLA) ROADSTER UPGRADED TO OVER 400-MILE RANGE. New batt cell has 31% more energy than original. New Roadster 15% more aerodynamic .... N Korea denied hack of S Korea nuke plant .... Gazprom buying out Europe partners of South Stream NG pipeline project to bypass Ukraine .... China court ordered 6 comps to pay $26M for polluting .... Bahrain $1B grid upgrade by '17. Part of $4B next 5 yrs for new power projects .... Trinidad, Tobago got $40M loan from Caribbean Development Bank for energy policy changes. Islands converting to compressed NG from diesel, gasoline .... Dominion closed on EDF 20Mw solar plant in Cal.

WEDNESDAY OPEN .... Market up 37/17/2. WTI under $53, Brent under $57 .... (stock #s in %) CCGI up 22. LIME up 21 with volume, news. RNWEF up 18. LYSDY up 15. MDDD, PSON up 13. DPSM, QTMM up 11. XSNX up 10 .... IFXY down 20. BLQN, XDSL down 16. ABAT down 12 with volume. GSFVF down 12, new low. CHGT down 10 with volume.

Tuesday, December 30, 2014

TUESDAY CLOSE .... Market down 55/29/10. WTI over $53, Brent over $57. US NG down to $3.08. Tax cut coming for Japan. Russians organizing v. Putin .... (stock #s in %) CHGT up 129 with volume, news. BLDW up 53. IFXY up 51. XDSL up 20. ULBI up 20 with volume. VSPC up 15. ASYS up 13. QTMM up 12. CABN up 11. SKYS up 9. HSOL up 5 after new low with volume. AMRS up 3 after new low with volume .... PSPW down 30. WWPW down 24. MDDD down 24 with volume. PSON down 23, new low with volume. NGLPF down 16. OOIL down 14, new low with volume. VOIL down 14. CCGI, LTBR down 12. BLQN, FNVRF down 11. GSFVF down 10, new low with volume. DPSM down 10 with volume. RNWEF down 8, new low with volume. LYSDY down 6, new low with volume. RVLT down 6 with volume. RGSE down 5, new low with volume. ASTI down 5, new low. NENE down 4. NTCXF down 4 with volume. ELON down 1, new low with volume.

GLOBAL UTILITY-SCALE SOLAR SETTING OVER 10GW RECORD IN '14. Projects over 4Mw each .... World crude/condensate production up 1.27Mb/d in Sept to near 79M: EIA. Non-OPEC countries 833Kb/d of increase to near 46M .... 8M tons/yr floating LNG export project in Texas put on hold over oil prices .... Could take over year to get Iraq refinery back online after retaking it from ISIS .... Canada unit of CNOOC halted oil production in Yemen over "security threat" .... S Sudan deal with CNPC to boost oil production in at least 3 blocks .... Nigeria oil exports set to fall to 1.87Mb/d in Feb from over 2M in Jan. Maintenance .... Prices of credit default swaps on Venezuela debt indicate over 60% chance of default .... Raizen (Brazil) to invest $930M through '24 to push cellulosic ethanol production to 1B liters/yr .... Mexico researchers finding biodiesel from used cooking oil reduces public transport emissions 90%. Engines better lubed, cleaner. (And smell yummy.) .... Doosan to build 1.33Gw coal plant in Vietnam for $1.6B. Online in '19. Vietnam powergen cap est. 35Gw by '17 .... 15Mw run-of-river hydropower plant now online in Zimbabwe. $30M cost. Operating at 20% of cap with low water .... Australia record emissions drop in carbon tax years .... Texas wind output 33.2M Mwh Jan-Nov .... Shanghai El MOU for clean power in Egypt .... CWE (China) $1.8B clean power deal with Kazakhstan .... Jordan awarded licenses for 150Mw solar .... Scotland installed solar up 32% in '14.

TUESDAY OPEN .... Market down 55/14/5. WTI over $53, Brent over $57. Gold jump. Russia econ shrank in Nov .... (stock #s in %) BLDW up 53. CHGT up 41 with news. DPSM up 33. XDSL up 20. LSCG, VSPC up 16. SSOL up 13. CABN up 11. ASYS up 9 .... PSON down 29. WWPW down 25. GSFVF down 16, new low. GPRC down 16. AMPD down 15. BSRC down 14. UBRG down 10. RVLT down 9. AMRS, LYSDY down 8, both with new lows. ASTI down 5, new low.

Monday, December 29, 2014

MONDAY CLOSE .... Market flat, mixed. WTI down under $54, Brent under $58. US NG up to $3.16. Yen continues slump started when US went off gold standard. ('73?) NATO ended Afghan war. 13 years. Duck and cover Afghans. Russia econ down in November; heading, some say, for 4% negative GDP next year .... (stock #s in %) AMPD up 21. FNVRF up 19. BFRE up 17. RVLT up 15 with volume, news. LEDS up 13 with volume. BLQN up 13. NGLPF up 12. CCGI up 11 with volume, news. BLDP up 10 with volume. NTCXF up 4 .... MGLT down 50 with volume. AMLM down 36 with volume. BLDW down 26 with volume. LSCG down 22, new low with volume. ALTI down 21. IFXY down 19. XDSL down 16. ACFN down 15 with volume. AMTX down 13. SSOL down 13 with volume. PSON down 11, new low. RGSE down 10 with volume. GSFVF down 10. ABAT down 10. HSOL down 9 with volume, news. XSNX down 1, new low with volume.

LIBYA MILITANTS SET FIRE TO OIL STORAGE TANKS. At least 1.6M bls up in smoke .... Reports of major buildup of US military equipment in Kuwait. Likely prep for offensive v. ISIS in '15 .... BP bypassing sanctions in buying stake in Rosneft Siberia field .... Russia to deliver coal, el to Ukraine .... Iran inflation down to 20% .... US oil rigs in operation down 37 last week .... N Dakota oil production down 5.4Kb/d in Oct .... Almond trees, salmon vie for water in Cal .... Areva to supply turbines for 350Mw wind farm offshore Germany .... TransCanada bought 10Mw Ontario solar plant from Canadian Solar (CSIQ) for $52M .... Enel Green connected 2 new solar plants to Chile grid. $110M 60Mw, $70M 40Mw.

MONDAY OPEN .... Market up 9/5/4. WTI over $55, Brent over $59. Greece freefall post election .... (stock #s in %) AWSL up 34. RVLT up 31 with volume, news. CCGI up 27 with volume, news. FNVRF up 19. BFRE up 12. BLDP up 10 .... MGLT down 50. AMLM down 33. WWPW down 25. IFXY down 20. XDSL down 16. AQNM down 12. GEVO down 11. PSON down 11, new low. AMRS down 8, new low.

Friday, December 26, 2014

FIGHTING IN LIBYA SPREAD TO 3RD OIL EXPORT TERMINAL. 2 others remain closed. No oil exports now .... Texas Rail Commission: Nov oil/gas permits down ~50% from Oct .... Bakken shale rig count down 7 last week to 180 .... Ukraine again wants to join Ukraine. Russia protesting .... Ukraine, rebels' prisoners trade .... Enel Green Power to build E15M, 5Mw biomass plant to boost 13Mw geothermal plant in Italy .... Statkraft (Norway) plans to invest over $8B in clean/renewable power in coming years. Norway boosting Statkraft equity 5B Kroner. Also govt agency cutting its Statkraft dividend take by another 5B Kroner '16-'18 .... Continental (major Bakken player) projected '15 capex at $2.7B, down from original $5.2B projection .... France going to B8 from B7. Over B7 may void some car warranties. EU approves B7 .... Harvard researchers modify genes in bacteria to produce chems on demand. Up to 30x yield increases. Process up to 1Kx faster than metabolic engineering .... Zimbabwe cutting back to E5 from E15. Sugarcane shortage from heavy rains .... Enel Green Power completed 99Mw Chile wind farm for ~$190M .... China General Nuke Power to buy 80% stakes in 3 UK wind plants from EDF for over $157M. Over 70Mw total .... $470M of Russia loan spent on Belarus nuke plant construction in '14 .... ADB to finance $120M loans, grants for 118Mw run-of-river hydropower plant in Bhutan. Power to be sold to India. Also $58M from India bank consortium. Another $19M from DGPC. Online in '19 .... Pakistan high court OK'd construction start on 2 nuke plants .... JFE, partners to build $123M waste-to-power plant in Japan .... Orix adding rentals of residential rooftop solar with batt storage.

FRIDAY OPEN .... Market up 57/22/7. Volume holiday light. WTI over $55, Brent over $60. Negative interest rates in Japan, production down .... (stock #s in %) XSNX up 20. CCGI up 17. AMRS up 10 .... AMPD down 25 with volume. AMLM down 23. UBRG down 18. BSRC down 16. BLQN down 11, new low with volume. VSPC down 10.

Tuesday, December 23, 2014

TUESDAY CLOSE .... Dow up 64, SP up 3, Naz down 16. (What's up with Naz down?). WTI over $56, Brent over $61. US NG up to $3.19 .... Coke to cut up to 2K jobs. (Sorry, but good that fewer people are drinking Coke.). N Korea internet cut off 2nd day in a row. (Stuff your nukes up your arse, there, Kim.) (Or I could not comment. What's the likelihood of that?. I don't get paid for this. Never was.) .... (stock #s in %) AMLM up 33. EVSI, MMMW up 25. ZNNMF up 24. LEOM up 18. CABN up 17. GEVO up 14 with volume. JUHL up 13. LSCG up 11 after new low. PSON up 11. SOPW up 10. CREG up 6 with volume. AMSC up 5 with volume .... POLR down 97. The dump after the pump. (Don't trust anything you get in the mail except from family and such.) BSRC down 30 with volume. DSTI down 27. (Didn't they just go up a lot?) CCTC down 23. PTOS down 19. UBRG down 18. CCGI down 14. MDDD down 13. ASPW down 11 with volume. DPSM down 10.

CLEAN POWER 71.8% OF US POWER GEN ADDED IN NOV. 873Mw total added. 333Mw wind, 294Mw solar, 140Mw NG, 106Mw coal. Clean/renewables 47% of powgen added this year in US .... No collusion over oil prices: Sauds .... Rooftop solar, power storage market to be up to $1B by '18: GTM Research. 10x growth .... Planting crops in degraded forests could prevent 13B tons CO2 emissions: study .... Deforestation increases CO2 emissions, changes rain patterns, raises air temps: study .... Global agriculture production to sink from global warming climate change: study .... Chinook salmon hearts can't keep up with global warming climate change: study .... Southwestern Energy still fracking 30 new NG wells/month in Fayetteville shale. Went from 40th to 4th largest US NG producer. Discovered Fayetteville 10 yrs ago. Now committed $5B to develop more in Marcellus, Utica fields bought from Chesapeake .... Israel antitrust regulator looking at Noble Energy, partners' NG development .... A Republican urging Virginia to join cap-and-trade program. (Wow, don't you just love "rogue" Republicans?) .... A court rejected EPA's deadline extension for ozone compliance .... Another court rejected enviros' bid to force EPA to regulate lead bullets .... Miami Beach linked oceanfront construction to flood protection .... Sinovel seeking to avert default .... China biodiesel won court case v. Sinopec over blocking market penetration .... S Korea going to B2.5 in August. B2 now. B3 in '18 .... Finland 30M Euros for cellulosic biofuels projects .... Successful exploration of O/G wells off Brazil; in Colombia, Peru .... EBRD 23.7M Euro finance for 39Mw wind power in Poland. Total 67.9M Euros cost. Online by '16 .... NRG Energy broke ground on green HQ in NJ. Plans to reduce their CO2 footprint 50% by '30 from '14 baseline. 90% by '50 .... Abengoa (ABGB) to build 5 new power transmission projects in Chile .... Sun Ed (SUNE) 39.5Mw of PPAs with 16 public housing authorities in Mass .... EU carbon allowances at most in 2 yrs. Up 48% this year .... KfW loaning 645M Euros for solar complex .... SUNE, JPM Capital $175M solar development fund .... Japan $2.49B clean/renewable power spending package .... Huaneng Renewables raised $225M on share placement .... Pattern Energy bought majority of 200Mw Texas wind farm.

US DRILLING RIG COUNT DOWN 18 LAST WEEK. Down 40 in Canada. US down 45 last 2 weeks .... Avg. US "stripper" well produces under 2 bls/d. Over 400K of them supply ~11% of US production. 700Kb/d in '12. Now some plan to idle .... US shale drilling costs falling about as fast as oil prices: Goldman Sachs. Producers moving rigs to lower cost fields .... Marathon to cut capex 20% in '15. But expects 5-10% rise in production .... OPEC (sans Iran) to earn ~$700B from oil exports in '14, down 13% from '13. Lowest since '10 .... Iran found new large NG reserve .... Consortium plans 50% production increase from Iraq's Rumalia field to 2.1Mb/d by '20 .... Schlumberger to drill Statoil N Sea heavy oil field discovered in '80's. Expecting 55Kb/d .... Statoil investing $610M to develop another N Sea discovery .... Norway oil production 1.46Mb/d, down 5% on year .... EU banned investment in Crimea, Russia oil/gas exploration in Black Sea, cruise ship docking in Crimea .... BASF called off asset swap with Gazprom .... Repsol bought Talisman for $8.3B .... Chevron shelved Ukraine shale gas project .... India imported avg. 4.27Mb/d in Nov, up 17.3% yoy .... Woodside (Australia) to pay Apache $2.75B for stakes in 2 LNG export projects. Delayed approval for its own $35B LNG development .... Nigeria oil workers strike suspended .... Eni 1B boe discovery off Congo coast .... Canada oil production up 5.6% in '14. EIA est. 4.47Mb/d in '15 .... 14 new Canada oil sands projects scheduled to start in '15. 266Kb/d. 36% more project starts than '14 .... Husky to cut capex 33% in '15 .... US utilities forecast to end '14 with lowest coal stockpiles since '05. Railroads clogged up from oil, grains.

TUESDAY OPEN .... Market up 85/9/5. New highs. WTI over $56, Brent over $60. Russia, 4 ex-Soviet countries formed alliance. US 3Q GDP revised to up 5%. US durable goods orders down .7% in Nov .... (stock #s in %) XDSL up 20. ZNNMF up 15. JUHL up 13. ALTI, NENE up 10. AMSC up 4 more with volume, news .... BSRC down 38. CCTC down 23. PTOS down 22. UBRG down 18. SKYS down 16. MDDD down 13. SWET, DPSM down 10. GSFVF down 3, new low.

Monday, December 22, 2014

MONDAY CLOSE .... Market up 154/16/7. New highs. Volume slightly light. WTI over $55, Brent ~$60. US natgas down to $3.17 .... (stock #s in %) SKYS up 60, new high with news. ZNNMF, DSTI up 38. CCGI up 32. QTMM up 31. PTOS up 28. HYSR up 22 with volume. CERE up 21 with volume. CCTC up 21. AMPD up 20 with volume. BBLU up 17. WWPW up 15. ASPW up 14. MKTY, PALAF up 12. SWET up 11. UBRG up 10. HSOL up 10 with volume. AMSC up 6 with volume .... AMLM down 29. FNVRF down 20. LSCG down 19, new low. XDSL down 16 with news. HIIT down 15. BLQN down 14. NENE down 13 with volume, news. SPIR down 12. PSON down 10. XSNX down 9. NTCXF down 5. BYDDF down 4, new low with volume. GSFVF down 3, new low. CREG down 2, new low. CABN down 2, new low.

FOREIGN COMPS HALTING SALES IN RUSSIA. RUBLE FALLING TOO FAST TO SET PRICES .... S. Korea nuke plant operator hacked .... N. Korea internet offline today .... Seemingly strong slowdown in Texas Oct oil/gas production .... Brit oil industry on verge of collapse. Number of new oil projects profitable at $60/bl close to zero. N Sea output in decline since late '90's. UK oil production under 1Mb/d .... OPEC ministers calling on all oil producing countries to cut production .... Strong Pacific trade winds have helped slow global warming in last 14 years: research. Winds push warm air into ocean .... S Cal Ed selected 264Mw of power storage in latest bid process, even beating out costs of new natgas plants .... Oregon utility to pay $2.5M fine for 2 wind farms killing 374 protected birds, including 38 golden eagles, since '09 .... China central bank: China GDP growth in '15 likely to decline from est. 7.1% in '14 .... China strategic oil reserve likely to grow 100M bls to 160M .... BP bid for lower fines for Gulf spill citing oil prices .... China approved Syngenta GMO corn .... Final fuel rods removed from Fukushima damaged reactor .... Energy Capital bought Wheelabrater for $1.94B. 768Mw of waste-to-el at 15 sites. 1 in construction in UK. Metals recovery/recycling .... Cellulosic ethanol market to overtake biodiesel market by '20. $24B by '20: Allied Market Research. 49% CAGR .... Cal PUC to launch 250Mw FIT for small-scale biopower projects .... Airbus MOU with Emerging Fuels for US sustainable avfuels production .... Tucson El Power OK'd to offer residential rooftop solar for set monthly fee fixed for 25 yrs. No install, maintenance costs. $250 admin fee. Available for 500-600 customers in '15 .... KDC Solar opened 6.3Mw plant in NJ to supply hospital .... RES Canada to develop 147Mw wind farm in Quebec. Part of 450Mw tender. Siemens turbines. Wind power avg. $.063/Kwh, some of cheapest power in province. $.076 with network upgrade costs .... Alstom to supply turbines for 18Mw wind farm in S Korea. Online by '16 .... Sumitomo Mitsui Bank, partners set up clean power fund. $38M target .... Kyocera, partner to build 13.4Mw floating solar plant near Tokyo. Also 1.7Mw, 1.2Mw floaters in Japan .... Senvion got 60Mw UK supply contracts.

MONDAY OPEN .... Market up 72/10/1. Volume normal. WTI under $56, Brent under $61 .... (stock #s in %) SKYS up 43, new high. CCTC up 21. PALAF up 16. WWPW up 15. HSOL up 13 with volume, news. AMPD up 13. QTMM up 12. GWBU up 11. AMSC up 10 with news. ACFN up 10. RVLT up 6 .... AMLM down 32. BLQN down 28. FNVRF down 20. NENE down 6.

Friday, December 19, 2014

FRIDAY CLOSE ..... Market up 26/17/9. Volume 3x normal on options Friday. WTI over $56, Brent over $62. US NG down to $3.47 .... Kurds broke IS 4-month siege of Mt. Sinjar. Go Kurds! .... (stock #s in %) IFXY up 55. PSPW up 47. EWRL up 36. AMLM up 27. XDSL up 20 after reporting. SWET up 20 with volume. BSRC up 18 with volume. LSCG up 15 with volume. AMTX up 14. SKYS, SSOL up 12. LMRMF up 11. CLNE, AQNM, AMPD up 11 with volume. LYSDY up 10 with volume. WPRT up 10 .... ASPW down 26 with volume. BBLU down 24. PRHL down 14 with news. JUHL down 11. RNWEF down 10, new low. BFRE, AXPW down 10. QTMM down 7 with volume. RVLT down 5 with volume. HSOL down 4, new low with volume. BYDDF down 3, new low with volume.

WORLD'S CO2 EMISSIONS UP 2% IN '12. DOWN FROM 3.8% AVG OVER PAST DECADE .... 41% of amphibians on Earth face extinction. 26% of mammal species. 13% of birds. Sumatra elephant, Amur leopard, mountain gorilla critically endangered. Reindeer disappearing worldwide .... EPA passing on hazardous designation for coal ash in 1st ever standards .... Enviros suing EPA over failure to stem stormwater runoff .... EPA taking enforcement action v. 61 comps over lead .... EPA corrected rule on pesticide export labeling .... Obama set guidelines for climate review in agency decisions .... IS fight to take at least 3 years: US general .... No new US sanctions for Russia over Ukraine .... Congress eliminated office supposed to shepherd Alaska NG pipeline project .... KfW (Germany) to loan $123M for Chile's 1st concentrated solar project. $1.2B, 110Mw plant Abengoa (ABGB) building. EC providing 15M Euros through Latin Am Investment Facility program. Sunniest desert on Earth. Online in '17 .... Duke, other utilities in S Carolina preparing solar development plan on heels of state's new net metering agreement .... Sweden power bill hike for nuke decommissioning .... Enviro, health costs of EVs using coal power plug may be up to 80% worse than gasoline-powered vehicles .... BNDES OK'd $116M for Abengoa cellulosic ethanol plant in Brazil. ~17M gal/yr .... 9 more sugarcane-to-ethanol crushing plants to be mothballed in Brazil over oil prices .... Duke buying 20Mw solar farm in N Carolina from Geenex, ET Solar .... EBRD 23.8M Euros toward 39Mw wind project in Poland. 68M Euros total cost. Online by '16 .... Centrica sold 50% stake in 90Mw wind farm offshore Ireland to Dong for $78M .... Rame Energy to build 2.5Mw solar plant in Chile for $6.4M. Online by '16 .... BNDES OK'd $222M loan for 4 sugar/ethanol plants in Brazil .... Near $4.5B of clean power project finance transactions announced this week .... Kong Sun to build over 300Mw solar in China .... EU: oil sands not "dirty" fuel. Ratification vote next year .... Africa Development Bank 176M Euros for 350Mw solar project in Morocco .... Pattern Energy (PEGI) expanded credit facilities to $350M from $145M .... Acciona turned on 94Mw solar plant in S Africa. 250 hectares, 470 solar trackers, 319.6K PV modules .... Alerion Clean Power to issue 110M Euro bond.

FRIDAY OPEN .... Market up 13/7/4. Volume 3x normal (options Friday). WTI $56, Brent $60. China $308B GDP revision .... (stock #s in %) SKYS up 19. LSCG up 14. ABAT, LMRMF up 13. SSOL up 12. NGLPF up 10 .... DPSM down 24. VSPC, HIIT down 16. ASPW down 15. BFRE down 12. CNTO, JUHL down 11. NTCXF down 10. BYDDF down 4 more, new low with volume. OOIL down 4, new low.

Thursday, December 18, 2014

ARCTIC HEATING UP TWICE AS MUCH AS ANYWHERE ELSE ON PLANET: NOAA. (Heat rises?) .... Cal droughts caused by absence of very large storms: research .... Cameron says Brits "fed up" with onshore wind, wants subsidies dropped .... Fine airborne pollution particles linked to autism: study .... New Indonesia govt sinking foreign vessels in illegal fishing fight .... Cameroon army killed 116 Boko Haram. Boko kidnapped 185 more in Nigeria .... Water, organic material, methane found on Mars .... "Impossible" for Sauds to reduce oil output: minister .... Clearing rain forests distorts wind, water, climate change beyond carbon change: study .... Kurds launching Sinjar offensive v. IS after air strikes .... Assad running out of soldiers .... Washington gov unveiled carbon cap initiative .... Long Island utility nixed offshore wind in bid process .... Evacuations after Ohio fracked well leak .... Japan toughening rules for clean/ren power development. Producers have to make start dates, pay for access within month of contract signing. Also utilities can stop intake of clean power for 30 days/yr without paying suppliers .... Solar plus batt storage market to reach $1B in US by '18: SEIA .... Buffett comp testing smart grid tech for home energy mgmt in UK .... $1T worth of oil production projects threatened by low oil prices: Goldman Sachs. Could lower oil supply by up to 7.5Mb/d in next decade .... Expecting major downward revision of China '13 GDP number .... Raizon, Iogen started cellulosic ethanol production in Brazil. $100M sugarcane plant expansion. 40M liters/yr .... US Senate passed tax extenders through '14. Expire Jan 1 .... E85 sales up 12% 3Q in Iowa. 3.3M gallons .... China expected to lift ban on GMOs .... Dominion Virginia Power's new 1.33Gw NG power plant turned on. $1.1B. Construction started early '12. Another 1.3Gw NG plant due online in '16 .... Enel Green Power got $100M loan from Brazil bank toward over 260Mw new wind power in Brazil .... GE to supply 2 flex-fuel, combined-cycle turbines for Calpine 760Mw plant in PA. PJM grid connection .... Pakistan to offer investors higher returns on power sector investments. Small increase in power charges .... Green Africa Power got $40M aid from Norway for Africa clean/renewable power projects .... Clean/renewable power gen up 24% 3Q v. 3Q13 in UK. 17.8% power share. Solar up 79%. Offshore wind up 14%. Onshore wind up 7.7% .... Germany, India financial agreement for Green Energy Corridor .... Chevron halted drilling plans for Beaufort Sea .... NHL offsetting their carbon output this current season .... EPA proposing new standards for brick, ceramics industries .... TX regulators cut air pollution standards for chem plants since '07.

THURSDAY OPEN .... Market up 179/70/27. Volume a little heavy. WTI ~$56, Brent ~$61. Swiss Natl Bank negative interest rates .... (stock #s in %) BLDW up 25. LYSDY up 17. RGSE up 12 with news. ZNNMF up 12 with volume. GPRC, CHGT up 10. SCTY up 8 with news. FSLR up 6. NENE up 5 with letter. RVLT up 4 with news. TSLA, CREE up 3. SPWR up 3 with news .... AWSL down 14. TMEN down 12. BYDDF down 10, new low with volume. HSOL down 2, new low with news. SKYS down 2, new low.

Wednesday, December 17, 2014

WEDNESDAY CLOSE .... Market up 288/96/40. Fed staying pat with "patience". Volume a little heavy. WTI over $56, Brent over $60. 1st US forces fight with IS, Iraq forces losing ground .... (stock #s in %) ZNNMF up 95 with volume. MGLT up 32. BBLU up 26. GPRC up 19. ALTI up 16. AMLM up 15 with volume. TMEN up 14. OPTT, EVSI, CSUN up 13. CDXS up 13 with volume. SSOL, SZYM up 12. AXAS up 11 with volume. CJES, UBRG up 11. AMTX, CLNE, LMRMF, PEIX up 10. HYGS, ACPW up 9. VSLR up 8 with news .... BSRC down 49 with volume. WWPW down 37. DSTI down 27. ASPW down 23. XDSL down 16. DPSM, NAMG down 13. LEOM down 12. AMSC down 2, new low with volume. CSIQ down 1, new low with news of US solar tariffs.

US DROPPED TARIFFS OF 26-78% ON CHINA SOLAR PANELS. 11-27% on Taiwan solar cells. Also antisubsidy duties of 27-49% for China modules. Still ITC decision on it next month .... AZ, CA, NV agreed to add up to 3M acre-feet of water to Lake Mead by '20 by reducing water withdrawals. Mead now ~10 feet from where Feds would declare shortage, rationing. 3M ac-ft would add 30 feet. 14-yr drought in Colorado R. basin .... Drought has left Cal 11T gallons drier: NASA. 17M Olympic pools of water would eliminate drought. (At least they're getting some desal plants built.) .... US High Plains Aquifer in steep decline: USGS .... Obama extended drilling ban for Bristol Bay in Alaska .... China plans major slowdown of new coal-to-gas projects .... Minnesota OK'd $250M solar park development .... Cuomo banned fracking in NY Marcellus .... Louisiana reopened state Gulf waters to fishing post BP spill .... Japan regulator OK'd nuke power restart .... Brit Columbia to proceed with $7.6B hydropower project on Peace R. .... Turkey stopped US corn imports over GMO issues .... 3rd NG deposit found in Israel's Mediterranean. Up to 5TCF .... ET Solar unit to build 40Mw project in Israel .... Sun Edison (SUNE) closed $117M fund with Barclay's Citi, TERP for solar investment .... Edison to build 180Mw combined-cycle NG plant in Egypt .... Nordex to supply 36Mw wind project in Finland .... Southern planning 131Mw solar project in Georgia .... National Grid planning 16Mw solar project in Mass. 19 locations. June completion .... Acciona to build $500M of wind, solar in Chile ....IFC $300M loan for 215Mw wind project in Panama .... IDB OK'd $125M for clean power projects in Uruguay.

WEDNESDAY OPEN .... Market up 89/17/12. Volume normal. WTI over $56, Brent over $60. Fed wait .... (stock #s in %) BBLU up 20. MMMW up 19. CDXS up 16 with volume. HIIT, TMEN up 14. EVSI up 13. ALTI, SSOL, SZYM up 12. MKBY up 11 with news. OPTT up 11. LIME up 10 .... BSRC down 49. AMLM down 32. DSTI down 27. XDSL down 16. AWSL down 14. WWPW down 12. GTATQ, XSNX down 10. CSIQ down 4, new low with news. HSOL down 2, new low with news.

Tuesday, December 16, 2014

TUESDAY CLOSE .... Market down 111/57/16. Volume heavy. Naz below 50-day lines. WTI over $55, Brent over $59. US NG down to $3.67. Russia stocks down 12%. Apple stopped online sales in Russia. (How you dewin, Vlad?) .... (stock #s in %) BSRC up 53 with volume. DSTI up 38. BLDW up 36. BBLU up 26. PRHL up 26 with volume. ASPW up 21 with volume. XDSL up 20. GTATQ up 20 with news. VSPC up 18. BFRE up 17. LEXG up 14 with volume. TPLM up 14. SWET up 12. PSON up 11 with volume after new low. AMSC up 2 with volume after new low. CJES, CREG both up 1 after hitting new lows. SPWR up 1 on upgrade .... CGYV down 20. OPTT down 16, new low with volume. GPRC down 16. CERPQ down 14. DPSM down 13. TMEN down 13, new low. VOIL, SSOL down 12. CREG down 11, new low with volume. CBAK down 10 with volume. MKTY down 10, new low with volume. KNDI down 9. ACPW down 7, new low with volume. LSCG down 6, new low. LYSDY down 5, new low. ASTI down 5, new low. HSOL down 3, new low. HYGS down 2, new low. FSLR down 1, new low.

GREENLAND'S CONTRIBUTION TO SEA LEVEL RISE may be much more than expected: studies .... As CO2 grows, trees don't: research .... Significantly more lightning predicted this century: study .... Vestas to supply 310Mw for Kenya wind project. .85Mw turbines. Wind conditions "among best in world" .... Chevron pulled out of $10B shale gas development in Ukraine. Cited tax regime. Field was expected to produce 10BCM/yr .... Oil pipeline project from Bakken to Oklahoma shelved. (Oil prices.) .... Oasis Petroleum to cut '15 capex 44%. Conoco Phillips 20% in US. Murphy ~20% .... PSC Solar building 10Mw/yr solar panel factory in Nigeria .... China to loan $608M for Serbia coal power plant, coal mine expansion .... Portland General El turned on 267Mw wind farm in Washington. Siemens 2.3Mw turbines. ~$500M .... Boralex (Canada) offering C$400M cash for Enel Green Power France .... SPI Solar selling $140M of shares in private placement .... Ofgem $1.1B subsea power line for offshore Scotland wind project .... Akuo Energy got funds for 24Mw wind project in France .... Nigeria wants to build 1.7Gw solar .... DOE $60M for methane detection, climate projects .... Kuwait ~$7B to develop heavy oil fields. 60Kb/d by '18, 270K by '30 .... LNG prices under $10 now in Asia ... Canada heavy oil down to near $40/bl .... US Supreme Court rejected BP challenge to its settlement agreement for Gulf spill.

TUESDAY OPEN .... Dow up 74, Naz down 19, SP up 2. Volume heavy. WTI over $55, Brent over $59. Talk of '98 all over again. Taliban attack on Paki school. Iran oil discount to Asia deepest in 14 years .... (stock #s in %) WSGP up 41. GTATQ up 25 with news. CSGH up 24. BFRE up 21. XDSL up 20. TPLM up 17. QTWW up another 16. CHGT up 14. HIIT, ZNNMF up 11. CABN up 10 with volume .... CBEH down 36. IFXY down 21. AMLM down 16. ZAAP down 15. CERPQ down 14. MKTY down 12, new low. NAMG down 11, new low. CREG down 9, new low with volume. HYGS down 7, new low. ASTI, LSCG down 6, new lows. ACPW down 4, new low. CSUN, HSOL down 1, new lows. TSLA down below $200.

Monday, December 15, 2014

MONDAY CLOSE .... Market down 100/48/12. Volume slightly heavy. WTI under $56, Brent under $61. How low do we go? US NG down to $3.74. Gold back under $1,200. Ruble down 9.5% today, Russia increased key interest rate to 17%. Takes me back to early '80's Volcker rates over 20% to kill inflation. Russia says it wants E. Ukraine to stay with Kiev with reformed constitution. Al Qaida took 2 Syrian army bases. OPEC emergency meeting with production cuts ruled out. Recent IS attack in Russia. French police dismantled network sending jihadists to Syria. Half of Americans still too broke for major purchases .... (stock #s in % but Yahoo about half reporting) .... GTATQ up 48 with news. CERPQ up 34 with volume. BLQN up 19 with volume. SSOL up 18. IFXY up 17. QTWW up 16 with volume, news. BBLU up 16. LEDS up 13. SKYS up 13 with news. OESX up 12 with volume. HYSR up 12. ACFN up 11 with volume .... BLDW down 31. ASPW, BFRE down 30. XDSL down 28, new low with volume. AWSL down 27. CCTC down 22. LIME down 18. CREG down 16, new low with volume. VSPC down 15, new low with news. BSRC down 13. GSFVF down 13, new low. LMRMF down 12. CABN down 11, new low. ALTI down 7, new low with news. AMSC down 6, new low with volume. CCGI down 6, new low. HSOL down 6, new low. CLNE down 5, new low. CSUN down 4, new low. OPWR down 4, new low. ACPW down 4, new low with volume. AMRS down 4, new low with volume. FSLR down 1, new low. PEGI down 1, new low with volume.

198 COUNTRIES COMMITTED TO REDUCING GHG EMISSIONS AT LIMA UN MEET. Scientists say it falls short of what's needed .... Global CO2 emissions projected 2.5% higher in '14 v. '13. 37B tons. Future emissions shouldn't exceed 1.2T tons to keep Earth temp rise to 2*C. At current rate, it will take less than 1 generation of us to get there .... Americans ignorant of health impacts of global warming: Yale study .... World coal use to hit record 9B tons by '19: IEA .... Australia emissions can climb 26%, still meet Kyoto pledge .... Marathon Oil significant oil/gas discovery in Kurdistan. Total has 35% stake, Kurds 25% .... Serinus Energy NG discovery in Romania .... 1st NG delivered from BG Group offshore Trinidad .... Indonesia comp to build 213 new LNG import terminals by '18. Saud, Thai, Japan comps, CNOOC partnering .... Fuel Cell Energy (FCEL) experimental fuel cell system captures CO2 .... US admin $140M for 2 more new manufacturing innovation institutes .... US oil rig count down 29 last week to 1,546 .... N Dakota 4Kb/d drop in production to 1.18Mb/d in Oct from Sept. New well completions down to 134 from 193. Bakken oil selling for near $40/bl at wellhead .... New US drilling permits down 40% in Nov: Reuters .... Up to 40% of energy junk bonds at risk of default if prices stay low. Could trigger financial market meltdown .... Brits setting up large training base for Kurds, Iraqis. China offering to help Iraq defeat IS but won't join coalition .... Libya's national oil comp closed 2 of largest oil export terminals. 300Kb/d capacity. Islamists were attacking, driven back by Petrol Protection Force, Libya AF .... November global temps below avg.

MONDAY OPEN .... Market flat, mixed. Volume a little heavy. WTI ~$57, Brent over $61. Ruble new low. US industrial production up strong. Abe reelected, wants to stoke econ .... (stock #s in %) CHGT up 20. QTWW up 19 with news. BBLU up 14. SKYS up 8 with news .... RNWEF down 11, new low. UBRG down 10. NAMG down 9, new low. CREG down 4, new low. CSUN down 2, new low. PEGI, CLNE, AMSC down 1, all new lows.

Friday, December 12, 2014

FRIDAY CLOSE .... Market down 315/54/33. WTI over $57, Brent over $61. US natgas up to $3.76. Halliburton cutting 1K jobs. Mexico peso tanking. Fitch downgraded France .... (stock #s in %) ASPW up 42. SWET up 34 with volume. CHGT, CPWY up 25. GTATQ up 22. SOPW up 19. TMEN up 17 after new low with volume. XDSL, LMRMF up 16. CABN up 14. WEST up 10. NENE up 7. VSLR up 1 after hitting new low .... MGLT down 53. CNTO down 40. LEXG down 23, new low with volume. AMPD, UBRG down 16. CCGI down 15, new low. PRHL down 13. ALTI down 10. SKYS down 9, new low. CREG down 6, new low with volume. GSFVF down 6, new low. LYSDY down 4, new low with volume. CJES down 3, new low. AMSC down 2, new low. ASTI down 2, new low. CLNE down 2, new low. FSLR down 2, new low. FTEK down 2, new low.

40% OF US SHALE OIL PRODUCTION LOSES MONEY BELOW $60 OIL, ALMOST 90% UNDER $50 .... OPEC Nov production down 200Kb/d from Oct to 30.05Mb/d. Their '15 demand forecast 28.9M from 29.4M this year .... 5 more deluges may quench Calif drought .... US refineries producing at record 16.5Mb/d .... US oil production up to 9.1Mb/d last week .... Record number of oil tankers cruising to China .... Climate change won't dry up S. Cal: study .... Solar to produce less than 1% of US power in '15. (So, a lot of market left.) .... China opened key section of massive water project .... Exposure to some phthalates linked to "significant" IQ drop in children .... Warming waters "reshuffling" species along US west coast .... 1st "green" bond database aims to boost transparency .... LNG comp plans to build $4B liquification complex in Louisiana .... U Conn researchers demo'd hemp as viable biodiesel feedstock .... Chicago mayor sent E15 legislation back for more work .... Sumitomo contract for Indonesia 40Mw geothermal project. World Bank loans. Online Mar '17 .... Russia deals to build 10 more nuke reactors in India, sell India 10M tons oil over next 10 years. Also MOU on LNG deal, possible helicopter plant .... Russia to build 2 new nuke reactors in Hungary. 1.2Gw each. '18 construction start, online '25, '26. Est. $15.5B. Russia financing most .... Access Power contract to build Uganda's 1st solar farm. 10Mw, $17M. Online by '16. Over 16 cents/Kwh for 20 yrs. End users pay 11 cents .... Eaton providing equipment, services for 5Mw solar microgrid project for island off Equatorial Guinea. Batt storage .... Com Ed's energy efficiency program to reach $1B customer savings .... LDK Solar 30.6Mw China project .... Jinko Solar 80Mw China project. Greenhouse roofs. Online by yearend .... EDF bought 51% stake in SINOD Energy .... China announced plan for 10.53Gw offshore wind by '16 .... Carbon limits supported by 1/2 of all Republicans: poll .... DOE proposed new dishwasher standards .... Trade fights fueling solar industry growth in Malaysia.

FRIDAY OPEN .... Market down 156/16/12. Volume normal. WTI over $58, Brent over $62. IEA cut global oil demand forecast 4th time in 5 months. China factory output waning. EU area industrial output up .1%. US wholesale prices down more than forecast on oil. Record ruble low .... (stock #s in %) GTATQ, SWET up 19. XDSL up 16. SSOL, LEXG up 15. LSCG up 14. CABN up 10. XSNX up 9 .... CNTO down 40. CBEH down 28. DPSM down 23. ALTI down 17. VSPC down 13. AMPD, WWPW down 11. VSLR down 4, new low with news. AMSC down 2, new low. CJES down 2, new low. QTWW down 2, new low. SKYS down 2, new low. HSOL down 1, new low. FSLR down, new low.

Thursday, December 11, 2014

IS LEADER: "IF THERE HADN'T BEEN AN AMERICAN PRISON IN IRAQ, THERE'D BE NO IS .... Russia selling their gold .... Great Lakes water levels rising .... 270K tons of plastic floating in oceans: study. (For fish to eat and die of.) .... Fish likely to migrate quickly with warming waters: study .... Japan forecasters say El Nino here .... Cost to fit all world's fossil power plants with CCS est. ~$17.6T. (Well, if US hadn't already borrowed it to do WHAT?! ...) .... Solar City (SCTY), Bank of America $400M for roof solar .... Norway pension fund advised to keep fossil fuel stocks as best way to demand greener practices .... BP $1B restructuring .... Senator says documents show EPA, enviros' "collusion" on setting climate policies. NRDC firing back .... Group of senators calling on EPA to strengthen power plant rule for more GHG emissions reductions .... Kerry at UN climate forum today in Peru .... State Dept stressing need for Arctic climate agenda. Republicans oppose .... US ag, forestry sectors could make substantial cuts in GHG emissions: report .... Catholic bishops joint statement on climate action .... Walden Pond to have solar array, EV charge stations .... CBO sees benefits for US consumers from oil/gas exports. (Really?!) .... NRG adding more fast-charge EV stations in Atlanta .... India to spend at least $100B on climate-related projects. But not committing to limit carbon emissions. And didn't say when that $100B would be spent either. World's 3rd largest polluter .... Wind, solar power "not ready for prime time": Exxon analyst. (Well, analyst starts with "anal".) .... Some of MILLIONS of abandoned oil/gas wells just in US still emit methane: study. Potentially large source of unrecorded GHG emissions. Princeton study found avg. 6 pounds/day/well methane emissions. (Um, that looks like maybe 6M or plus pounds/day of methane emissions just from US abandoned wells, folks. WE have to get a handle on this, pards.) .... Germany's GHG emissions rising last 3 years. Govt announced new measures to reverse trend .... Africa Development Bank $580K grants for clean cooking in Nigeria .... U of Florida researchers came up with human waste turned into rocket fuel .... UK launched funding competition for advanced biofuel plants. (Um, how about human waste?) .... Plasma Pulse Tech can replace chems, water used in fracking, enhanced oil recovery. Licensed in US by Propell. Even cheaper than present tech .... Kuwait oil chief: oil won't rise above $64 until at least mid-'15 unless world econ grows or OPEC cuts production .... GE finance unit, Pacifico to build their 2nd solar project in Japan. 42Mw online 3Q16 .... Kentucky Utilities asking for 9.6% rate hike. US residential avg rate 12.43 cents/Kwh. KU's 9 cents. They're investing $3B next 4 yrs to meet EPA rules. They serve 77 KY counties, 5 VA counties .... 3 new solar projects near Vegas getting US fast track. Final approval could be Spring. Total 480Mw from First Solar (FSLR), NV Energy, Invenergy. 3,100 BLM acres ....DSM turned on 6Mw solar array at NJ plant. To supply 30-40% of plant's el use at peak. To save $290K/yr. DSM's glass coating increases panel output 4% .... Enel Green $98M loan from Brazil bank to build over 260Mw of wind power in Brazil .... Abengoa (ABGB) to speed sales to its yieldco to raise up to $200M. Also reducing its yieldco stake .... First Wind selling majority stake in 2 US wind farms/projects to JP Morgan Chase. 255Mw .... Weg (only Brazil wind turbine comp) wants to build solar panel factory .... India approved over 20Gw of solar parks .... Uganda OK'd 1st solar project. 20Mw .... UK to offer 25M Pounds to fund biofuels .... Russia comps to build 100Mw of solar in Pakistan .... Hundreds of cities following Rio's approach to emissions reductions .... Renewable Energy Group (REGI) to buy IC Green Energy (Israel) 69% stake in Petrotec (German biodiesel maker) for $20.9M. Also to pick up $15.4M loan to Petrotec .... Colorado took first steps to address expected water shortage .... APHIS cleared path to allow wasps to combat disease-spreading insects .... Oregon put 92K acres up for sale after logging shortfall .... Vikings testing film to save birds from stadium glass strikes .... DOE updated wind resource maps to reflect advances in turbine tech .... IG probing hack of NOAA that interrupted satt data .... Have a great day out there pards. Happy trails.

THURSDAY OPEN .... Market up 196/67/24 on retail sales. Volume normal. WTI over $61, Brent over $64. Russia interest rate hike (5th) to stabilize ruble. Gasoline prices rising in IS territories .... (stock #s in %) CGYV up 72. DPSM up 29. USEI up 19. WWPW up 16. TMEN up 15 with volume. CERPQ up 15. LMRMF up 12. EVSI up 11. GPRC up 10. SCTY up 3 with news .... WSGP down 46. CNTO down 41. WTWO down 33. GTATQ down 20, new low. GWBU down 16. VSPC down 15. CCTC down 13. ABAT down 8. QTWW down 4, new low. ASTI down 3, new low. HSOL down 1, new low. OPWR down 1, new low.

Wednesday, December 10, 2014

WEDNESDAY CLOSE .... Market down 268/82/33. Volume normal. WTI over $61, Brent over $64. US natgas up to $3.73. Troubles and bubbles. Nothing new under the sun. End of this age been coming a long time .... (stock #s in %) CNTO up 80. WSGP up 61. AWSL up 37, up over 7x on year. LEXG up 37 with volume. TMEN up 17. MMMW up 13. NENE up 9. ALTI up 7. BOPO up 4 with volume, up 5x on year. CLNT up 3 with volume, news .... Check out downs: BLDW down 41 with volume. CHGT down 23. CSOL down 22, new low with volume. DSTI down 22. AMLM down 20. HYSR down 17 with volume. PTOS down 16. QTWW down 15, new low. LMRMF down 14. SOPW down 13. BFRE, GPRC down 12. GTATQ down 12, new low with news. MKTY down 11. ENZR down 10, new low. GPRE down 9. NAMG down 9, new low with volume. BBLU down 8, new low. TPLM down 8 with volume. RVLT down 8 with volume after Roth initial coverage. QTMM down 8. NTCXF down 7 with volume. OOIL down 6, new low. OPTT down 6, new low after reporting. RNWEF down 6, new low with volume. CJES down 4, new low. CREG down 4, new low. LYSDY down 4, new low. RGSE down 4, new low. PEGI down 3, new low. OPWR down 2, new low. ASTI down 1, new low.

INDONESIA, GABON LEFT OPEC .... OPEC sees weakest demand for its crude in 12 years .... Low oil prices threatening govt budgets in 10 of 12 OPEC members. (Now 10?) .... US Navy deployed laser weapon in Persian Gulf earlier this year .... NATO intercepted dozens of Russian military jets over Baltic today .... Iran calling lower oil prices "treachery" .... Exxon resumed production at Canada oil sands ops shut down in Nov from mechanical prob .... Schlumberger cutting back fleet of offshore geological survey ships, cutting jobs. Cited low oil prices .... Avg US oil rig count same in Nov as Oct. Count up 3 to 1,575 week ending Dec 5: Baker Hughes .... ND regulators ordering producers to filter oil to take out flammable liquids (NG liquids) before shipment .... Australia about face - pledged $200M to Green Climate Fund .... Canada PM: would be "crazy" to regulate oil industry .... Philippines pledged to cut carbon emissions .... OSHA issued hazard alert for fracking, oil/gas drilling .... Distributed generation, energy efficiency could cost energy providers $48B: report .... Canada intro'd liability law for pipeline spills .... Marine Energy Council formed .... $11M offered by ethanol industry, Chicago Lung Assoc to help Chicago gas stations switch to E15 .... Kansas, Nebraska trying to block EPA rules on higher ethanol blends .... World proven oil reserves data filled with grossly inflated figs, major discrepancies: report .... Former China energy chief jailed for life after decade of bribes .... Oil/gas comps must decide on 800 proposed projects worth total $500B. Analyst reported up to $150B of it may not be done because of oil prices .... Gazprom Neft, PetroVietnam cooperation agreement toward oil/gas development .... GE supplying 34Mw of turbines for Croatia wind project .... Lockheed Martin, Concord Blue to build 5Mw forest waste-to-power plant in Germany. Steam thermolysis instead of incineration .... 2 Gamesa turbine supply contracts for China wind projects. 112Mw total. Online in 1H15 .... SoftBank unit, Mitsui to build 43Mw solar farm in Japan. Online in '17 .... Seeo (Cal) $17M finance round to continue development of lightweight lithium polymer batt tech .... Utilities forced to reassess value amid falling wholesale power prices: E.ON .... First Solar (FSLR) bought stake in Clean Energy Collective to get into residential market .... UK govt approved 1.2Gw offshore wind projects .... Natl Grid, Anbaric to build 1Gw clean power transmission project in US .... Most biofuels projects in last 5 years were based on $80 oil. Cellulosic ethanol plants planned for $100+ oil .... FERC setting up regional conferences on EPA clean power rule's power reliability impacts .... EPA overhauled Bush-era solid waste recycling exemptions .... No new money for Yucca Mountain in US spending bill .... Massive Colorado R. water release appears helping parched delta: report .... 3 northern white rhinos left in world .... DOE's last loan guarantee funds going for advanced nuke reactor, fuel .... Major US school districts now require antibiotic-free chicken on menus .... Israel oil spill may take years to clean up: experts .... Tesla (TSLA) opened Australia showroom, developing charging network.

WEDNESDAY OPEN .... Market down 121/24/14. Volume light. WTI over $61, Brent over $64. OPEC cut '15 forecast. Worst Greek stock slump since '87 .... (stock #s in %) CNTO up 60. MDDD up 14. MMMW up 13. LEXG up 12. AXPW up 12 with shareholders letter. XSNX up 8. NENE up 4 .... CSOL down 22, new low with volume. DSTI down 22. PTOS down 16. LYSDY down 15, new low. TPLM down 13. WSGP down 12. CHGT down 11. HYSR down 9. QTWW down 2, new low. CREG down 1, new low. OPWR down 1, new low.

Tuesday, December 9, 2014

TUESDAY CLOSE .... Dow down 51, Naz up 25, SP flat. Volume about normal. Good come back from morn. (I know, it looks like "mom". But it's morning.) WTI stayed over $63, Brent stayed over $66. US natgas up to $3.68 .... (stock #s in %) DSTI up 50. Who could have guessed that? TPLM up 48 with volume. HYSR up 45 with volume on their news. GPRC up 26. AMPD up 25. RVLT up 20. (Check that chart.) ASPW up 17. VOIL up 16. EFOI up 14. PTOS up 13. WPRT, PRHL, MKTY up 12. AXAS up 11 after hitting new low. ACFN up 10 with volume. CABN up 10 after hitting new low. CNTO, SSOL up 10. FCEL up 8 .... WSGP down 38. TMEN down 37, new low. LSCG down 25, new low. WTWO down 25. SWET down 19 with volume. XDSL, PSON down 14. AXPW down 13. LEXG down 11, new low with volume. WWPW down 10. VSPC down 9, new low. HSOL down 5, new low with volume.

US SOLAR INSTALLS UP 47% 3Q14 OVER 3Q13. 1.354Gw. Over 300Mw residential. 16.1Gw now installed. On pace to install 6.5Gw this year, 36% over '13 .... Atlantic Ocean circulation slowing. Driven by temps, salinity. Vital climate component. U of Exeter study. Continued influx of freshwater from global warming could be enough to slow circulation to a halt. That would bring drastic cooling to N. America, Europe, rising sea levels, prolonged droughts .... US House Republican to intro bill acknowledging climate change .... Europe 10x likelier to get heatwaves: study .... Extreme temp anomalies becoming more common worldwide: study .... NOAA: Calif drought from natural ocean temp changes, not global warming climate change. Scientists pushing back .... Conoco Phillips to cut capital spending 20% in '15, but their production will be up 3% .... BP cutting jobs, selling assets .... Precision Drilling (Canada) cutting capital spending 44% for '15 .... Raymond James est. 30% cut in US oil rig count by mid-'16 .... US Supreme Court denied request from children's group to force govt to do more to address global warming climate change .... US EPA launched online energy efficiency tool to help homeowners .... China launched separate international climate aid fund for developing countries .... 300-500K abandoned oil/gas wells in PA. Some may be leaking methane: study. Lack of monitors .... Carbon tax feasible for Oregon: report .... MISO grid (US midwest) initiative to establish real-time communication between power control rooms, natgas pipeline operators .... Drillship operator guilty of 8 felonies in Shell's failed Arctic exploration bid in '12 .... Oil/gas activity could harm reproduction, child development: study .... ITC heard testimony on China solar dumping .... Natural Chem to invest $105M in NM ecofuels complex. Buying Abengoa's (ABGB) mothballed ethanol plant to produce LNG, CNG, ethanol from sorghum, biodiesel, glycerin from corn oil .... Seneca Bioenergy filed bankruptcy in NY .... Bio Revolution Americas to invest $200M in Bahama pongamia project. 400K gal/d biodiesel. Also TX project .... Expect OPEC production cuts before June: expert .... Plans OK'd to build NG pipeline from Ohio Utica to Gulf .... Naftogaz (Ukraine) paid Gazprom $378M to get NG flowing .... Saud comp's Turkey unit $1B deal to build 950Mw combined-cycle NG power plant in Turkey. EBRD, Saud bank, IFC, Korea banks finance .... Yingli, partners to deploy solar in Thailand. Thai target 3Gw solar by '21 .... Global wind turbine manufacturing capacity now far surpasses demand: Navigant. '14 demand est. under 47Gw. Cap likely to exceed 71Gw .... Romania wants Moldova to partner on nuke plant project .... Boeing, S. Africa to make jetfuel from tobacco .... Comp turning Japan golf course into 15Mw solar farm. Solar Frontier panels .... Duke OK'd to build 3 solar farms in NC. 128Mw total. Online by '16 .... Enviva, John Hancock investing $320M in biomass JV .... NRG Energy $100M share buyback .... Mich appeals court rejected town's wind turbine ban .... Rising stream temps adding to Chesapeake Bay estuary woes: USGS .... DOT rolled out tire efficiency plans .... Iraqis pushing for Mosul offensive v. IS .... Iran's Quds chief spotted in Iraq: sanctions violation.

TUESDAY OPEN .... Market down 178/38/17. Volume slightly heavy. WTI over $63, Brent over $66. Greece back in financial crisis. Gold, silver jump. Truce in Ukraine, Russia resumed natgas supply .... (stock #s in %) HYSR up 41 with volume with breakthrough news. MMMW up 20. TPLM up 14. VOIL up 12 on yesterday's hype. SSOL up 10 .... WSGP down 42. WTWO down 25. LEXG down 22, new low with volume. XDSL down 14. LEOM down 12. AXPW down 11. PSON down 10. CERE down 7, new low. OPTT down 7, new low. LYSDY down 6, new low. LSCG down 6, new low. HSOL down 5, new low with news. AMSC down 3, new low. SPWR down 2, new low. CSUN down 1, new low. FSLR down 1, new low. HYGS down 1, new low.

Monday, December 8, 2014

FUKUSHIMA CLEANUP TO TAKE UP TO AT LEAST 40 YEARS. Radiation from it has been detected all over the world. To peak in '16. US surface soil radiation 108x higher than before Fukushima. 300 tons highly radioactive water leaked into ocean so far. Marine life in dire straits from it. Eat spirulina, chlorella, dark leafy greens to detox. Squalene (shark liver oil) best. Amaranth seed oil .... Eagle Ford will produce 2.8M bls in '15: Wood Mackenzie. But drillers' breakeven costs range from $49 to $100/bl.

MONDAY CLOSE: Market down 106/40/15. Volume normal. WTI ~$63, Brent ~$66. US natgas down to $3.67 .... (stock #s in %) BLQN up 121 with volume. WSGP up 109 with volume. WWPW up 60 on 100 shs. TMEN up 43. PSON up 15. LEOM up 14. LEDS up 13 with volume. CBEH, VSPC up 10 .... BSRC down 36. AWSL down 27. GPRC down 23. AMLM down 22 with volume. NGLPF down 21. WTWO down 20. QTWW down 18, new low with volume. LEXG down 18, new low with volume, news. MMMW down 16. OOIL down 16, new low with volume. ASPW down 15. SKYS down 15, new low with news. GSFVF, BFRE, AMPD down 14. RGSE down 13, new low with volume. CHGT down 11, new low. PEIX, SPIR, GEVO down 10. AXAS down 10, new low with news. CSGH down 10 with volume. CSOL down 10, new low. VOIL down 10 with volume, news. WPRT down 9, new low. TPLM down 8, new low after reporting. ENZR down 8, new low. CREE down 8 with volume. ASTI down 8, new low. ABAT down 7. SPWR down 7, new low. SUNE down 6. CSUN down 6, new low. CLNE down 6, new low with volume. CJES down 6, new low. AMTX down 6, new low. AMSC down 6, new low with volume. HSOL down 5, new low with news. HYGS down 5, new low. TSLA down 4. FSLR down 4, new low.

ISIS HAS SET UP TRAINING CAMPS IN LIBYA: WASHINGTON. (I say bomb them to oblivion. Let them meet those virgins.) .... 60 countries now in anti-ISIS coalition .... Iran indicted Washington Post Tehran bureau chief on as yet unknown charges .... Moscow owes western banks $700B that can't be rolled over because of sanctions. Russia inflation 9% in Nov .... Iran oil condensates exports not affected by western sanctions .... World Bank $1.2B for E. Africa infrastructure development .... Exxon, Rosneft terminated contracts for 5 oil service vessels for Arctic due to sanctions .... Petrobras, Ecopetrol discovered natgas offshore E. Colombia .... Gabon oil worker strike .... Republican state AGs in secretive alliance with some of top US energy producers to push back against admin regulatory agenda: NY Times .... Power savings of smart meters proving slow to materialize .... India govt paring back enviro rules .... FERC should have "formal role" in implementing EPA clean power plan: commissioner .... Latin Am nations pledging to restore over 39M forest acres .... Church of England to prod Shell, BP to cut emissions, invest in clean/renewable power .... Australia won't contribute to Green Climate Fund: foreign minister .... El Nino likelihood raised to 65% from 58% .... US oil to avg. $62 1Q15: Credit Suisse .... 1-1.5Mb/d will have to be taken off global market in 1Q15 to stabilize prices: EIA, OPEC .... US natgas reserves up 9.7% in '13 to 354TCF. (Just over 13 yrs supply at present use.) .... 4 largest US shale gas production areas could peak as early as '20: U of TX experts .... 2 power grids in Japan can add 14Gw clean power between them, near 1/2 of present power gen capacity .... Jordan awarded licenses for 33.5Mw solar .... UAE fund opened $350M green loan scheme to bidders .... Hanwha Solar (HSOL), Q-cells to merge .... Obama-mentor Harvard Law professor calls EPA clean power rule "fatally flawed" regulatory overreach .... Nov. one of coldest on record in US: NOAA .... US Supreme Court declined BP bid to stop spill liability payments .... Benzene link to leukemia emerges as liability for oil firms .... China emissions by '30 will be more than double US peak: study .... New Mexico fined DOE $54M over nuke waste mishap .... Kan, Neb AGs joined fight v. EPA ethanol model .... JA Solar (JASO) delivered 100Mw of panels to 1st large-scale project in Pakistan .... EU energy chief: South Stream NG pipeline can be saved if Russia plays by rules .... Eni started production deep offshore Angola. 45Kb/d now. Est. up to 100K in coming months. 200K in '17. 850M bls .... Spectra, partners to provide New England with more access to NG .... Global crude+condensate production peaked in '05 at ~73Mb/d. Hasn't gone higher since, though has fallen some years. Canada tar sands, N Am shale all of increase .... Africa Development Bank loaning $220M for 350Mw solar project in Morocco. Morocco wants 2Gw solar by '20 .... Renova got $268M loan from Brazil development bank for 411Mw wind project. 734Mw planned .... Capital Power (Canada) buying Element Power (US) for $69M. Picking up 15Mw solar in N.C., 50Mw wind in N.M., 14 wind, solar sites. Adding to its 2.6Gw power gen cap in N. America .... Nordex (Germany) order for 45MW wind project in Turkey. 3Mw turbines .... Itochu, partners to build 37Mw solar farm in Japan.

MONDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$64, Brent ~$67. Europe banks threatened by slowing growth: Moody's. German industrial output up. Record China trade surplus. Japan recession deepening. Sauds terrorist roundup .... (stock #s in %) WSGP up 109 with volume. LEDS up 35 with volume. ECAU up 20. USEI up 18 with dividend news. SSOL up 12 .... AWSL down 29. CBEH down 24. BSRC down 21. WTWO down 20. MMMW down 19. LEXG down 18, new low with news. ALTI, NGLPF down 15. ASPW, XDSL down 14. QTWW down 13, new low. AXPW down 13, new low. ZNNMF down 12. VOIL, EWRL down 11. SPIR down 10. CSOL down 10, new low. AMLM down 10 with volume. SOPW down 9 with news. TPLM down 9, new low after reporting. CJES down 6, new low. AMSC down 4, new low. CLNE down 3, new low.

Saturday, December 6, 2014

LAYER OF WARMER WATER UNDER ANTARCTICA ICE SHEET increasing for at least last 30 years. Linked to changing wind patterns from global warming climate change. May make sheet melt faster, add to sea level rise .... Rainfall in parts of Africa may rise with rising GHG emissions: report .... Enviros filed challenges to oil/gas drilling permits for offshore California .... Enviros filed class action suit in Ohio to protect self governance over local fracking ban .... Ontario, Quebec won't consider climate change in decision on Energy East oil pipeline .... Recycling plant manager arrested for emissions violations .... $2.5T spent last 9 years on oil exploration, development. But world producing about same amount of oil as 9 yrs ago .... Oil drilling permits down near 40% across US in Nov v. Oct .... 80K wells fracked in US in last 10 yrs .... Fracking carries potential risks on par with thalidomide, tobacco, asbestos: report from UK chief science advisor .... Bank of England investigating economic risk of fossil fuel reserves staying in the ground because of govt policy, clean power revolution .... Oil drillers to accept some EPA rules to avoid curbs on methane emissions .... E15 kickoff in Florida .... Boeing trialing B15 in 787 .... US ethanol production 962Kb/d last week, down 20K from week before record .... Austria comp ordered 350 biodiesel semi truck tractors .... US House of Reps voted 378-46 to extend biofuel tax credits. $1.3B through '24 .... DOE $7M for biorefinery feedstock logistics projects .... Abengoa (ABGB) $90M finance from Norway bank for 50Mw Uruguay wind farm. Online Dec 15. Planning another 70Mw farm in Uruguay .... Enel unit started $190M 99Mw wind project in Chile .... SoftBank to invest $7M in US comp developing airborne wind turbines .... Global comps ending '14 in high value clean tech acquisition spree .... Senvion installed 6.15Mw turbine prototype. Record rotor diameter .... Petronas cancelled $32B LNG export terminal project in Brit Columbia. Cited oil prices .... Nanophotonic material beams excess heat from bldgs into space. Stanford research. Would save serious money on AC .... Venezuela cutting govt spending 20%. May devalue currency. Seeking foreign aid .... SPI Solar (SOPW) bought 9.9Mw project in New Jersey. Online 4Q15 .... Vestas got 49Mw order from Dominican Republic comp. 3.5Mw turbines. 2Q15 delivery. Online 1Q16 .... Belgian nuke reactor downed earlier in year by sabotage to restart by yearend .... Sun Edison (SUNE) to save $60M in utility bills over next 20 yrs for Mass low income housing authorities with new solar .... Ontario wind turbine rules not protecting citizens' health: study .... 54Mw wind farm in Philippines OK'd for grid connect .... Rhode Island regulators OK'd Deepwater Wind offshore project.

Friday, December 5, 2014

FRIDAY CLOSE .... Market up 58/11/3. Volume a tweak light. WTI over $65, Brent over $68. US natgas up to $3.79. Orion rocket success .... (stock #s in %) GPRC up 30. BSRC up 26, up 19x from year bottom. NGLPF, OOIL up 21. XDSL up 16. MMMW, PRHL, PWDY up 13. GWBU, UBRG up 10. ENPH up 8. LYSDY up 7 with volume. QTMM up 5 .... WSGP down 52 with volume. BLQN down 32 with volume. TMEN down 30, new low. CGYV down 20, new low. LEXG down 18, new low with volume. (Maybe the market really is waking up.) BBLU down 11, new low. DPSM down 11. GERS down 10, new low with volume. SSOL down 10. PSON down 9 with volume. VOIL down 9 (dump comes after pump). QTWW down 8, new low with volume. CSOL down 8, new low with volume. NTCXF down 7. RVLT down 6, new low with volume. SOPW down 3, up 15x on year. WPRT down 3, new low. TPLM down 2, new low with volume.

CALIFORNIA DROUGHT MAY BE WORST IN 1,200 YEARS: study .... Drought affecting over 1/3 US winter wheat crop, 28% of cattle herds .... White House initiative to create "climate-smart citizenry" .... Deforestation linked to Sao Paulo drought: report. Recent Brazil rainfall, though, if continues through their summer, will alleviate drought, restore hydropower. Petrobras, Electrobras got $1.23B of 3-year contracts to sell power in Brazil. Worst drought in 80 years has dried up hydropower .... Eating less meat essential to curb global warming climate change: report. Globally, livestock produces more GHG emissions than transportation. (Think about that, folks. I've gone vegetarian meself.) .... Recent Japan GHG emissions worst ever recorded. (Well, duh, they shut down all their nuke power.) .... Regs not needed for Gulf of Mex "dead zone": EPA .... China capping growth of fertilizers, pesticides use .... Global warming climate change to bring harsh threats to coastal power grids: study .... Rainfall in parts of Africa may rise with rising GHG emissions: report .... (Gotta run, guys. More later. Happy weekend.)

FRIDAY OPEN .... Market up 52/11/3. Volume normal. WTI over $65, Brent over $68. 321K new US jobs in November. German factory orders beat forecast .... (stock #s in %) CSOL up 32. BSRC up 26. NGLPF up 21. XDSL up 16. AMLM up 12. OOIL up 9 .... WSGP down 52 with volume. BLQN down 32. CGYV, WTWO down 20. CCTC down 12. LEXG down 11. MMMW down 10. QTWW down 4, new low. RGSE down 2, new low. RVLT down 1, new low.

Thursday, December 4, 2014

THURSDAY CLOSE .... Market down 12/5/2. Volume slightly light. WTI over $66, Brent over $69. US natgas down to $3.66. Putin massive foreign currency bailouts for Russia banks. Big Buffett bet on Hillary. Keynes not yet triumphed over Marx says China. US House passed $577B defense budget .... (stock #s in %) WSGP up 51. WTWO, ECAU up 25. PWDY up 15. OOIL up 11 .... ONYX down 75 on 3K shares after reporting. POLR down 50. (UM, market is correcting in stealth.) NORX down 33, new low with extreme volume. CGYV down 28. PSPW down 23. CHGT down 22, new low with volume. GWBU, IFXY, PTOS down 20. SRWRF down 19. CPWY down 18, new low. PPRW down 16, new low. WWPW down 16. UBRG down 16 with volume. AXAS down 14, new low with volume. XDSL down 14. ZNNMF down 13. CABN down 12, new low. LEXG down 10, new low with extreme volume. GPRC down 10 with volume. ACFN down 9, new low with volume. CLNE down 7, new low. QTWW down 4, new low. RVLT down 4, new low. CREE down 3. And that's the dealio, pards.

THIS YEAR LIKELY TO BE HOTTEST ON RECORD: WORLD METEOROLOGICAL ORG. Global temp over 1*F above '61-'90 avg .... Bugs, storms devastated Italy olive groves .... Relatively little known about glacial melt in Himalayas .... 1st joint Cal-Quebec cap-and-trade auction sold out of permits .... China's carbon trading markets promising, but need major revisions: study .... Over 80% of Americans: climate change is happening. (Someone tell Republicans in Congress.) .... Clean power to get almost 60% of $5T expected to be invested in new power gen over next decade: IEA. Clean/renewable investment over $250B this year: Bloomberg .... US oil reserves at '75 levels, natgas reserves at record: EIA .... Next Era Energy buying HECO (H.I.) in $4.3B deal. Aims to cut power rates 20% next 5 yrs, increase clean power to 65% of mix next 15 yrs. 11% of HECO customers already have rooftop solar .... New material designs enabling better energy storage .... Solar power expected to triple by '20 with push from developing countries .... Canada banning near 3K rail tankers from hauling oil .... Price of el in Alberta 65% less when wind power generates over 600Mw v. days under 300Mw. Avg. wind power price C$.055/Kwh in '13. Entire pool avg. C$.08 .... Hanwha Solar (HSOL) 20Mw order for Inner Mongolia project. Dec. shipment .... Iraq/Kurd deal: Kurds can export 250Kb/d. Iraq can export 300K from Kirkuk area via Kurd pipelines. Iraq to pay Kurds for fighting ISIS .... Iran has begun bombing ISIS targets along Iraq/Iran border .... Pacific Biodiesel to supply HECO with biodiesel from used cooking oil, other feedstocks to use at 110Mw power plant for 2 yrs. 2-3M gal/yr. Renewable Energy Group (REGI) contract expires next Nov .... Novozymes launched enzymes line for biodiesel from waste oils .... Cheap gasoline killing cellulosic ethanol: MIT .... US Supreme Court won't hear Iowa Supreme Court ruling against ethanol plant owner over residents' complaints .... UK imports 85% of its biofuels .... Ethanol 65% price of gasoline in Brazil .... Russia econ to contract .8% in '15: Russia minister .... New Chevron/Statoil production in Gulf of Mex to yield 94Kb/d, 21MCF/d for est. 30 yrs .... New England residential el prices set for double-digit increases in '15. Mass prices up 37% in Nov. Prices up near 2x for Maine mid-sized commercial customers already. NG supplies most of region. Heating needs get first dibs on the gas. Gas for el then from spot market. Vermont nuke plant to shut down end of month .... Nordex to supply 36Mw for Finland wind project. 3MW turbs designed for medium wind, extreme cold. Online in '15 .... Allianz unit bought 8Mw solar project in Italy .... Japan defending using climate change funds for coal power project funding abroad .... China Wind Power sold unit to GCL for $37M .... Abengoa (ABGB) Yield closed $125M funding .... Disney ship greenest in cruise industry: report .... Shell pipeline leak polluting Niger Delta .... Ruptured oil pipeline in Israel "grave pollution threat" .... EU OK'd plan allowing nations to opt out of GMO approvals .... India court ruling to boot old cars out of New Delhi .... Jihadist attack in Chechnya capitol.

THURSDAY OPEN .... Market down 85/6/8. Volume light. WTI under $67, Brent under $70. No ECB stimulus this year. Europe econ to drag for decade: Dimon. Sauds widening Asia oil discount. N Dakota oil dropping below $50 .... (stock #s in %) DSTI up 73. WTWO up 25. PRHL up 12. BSRC up 12, up 18x off year bottom. PLUG up 10 with volume, order news. OOIL up 10 .... PTOS down 20. CHGT down 19, new low. SRWRF down 17. UBRG down 16, new low. CPWY down 15. CCTC down 14. GPRC down 10 with volume. MMMW down 10.

Wednesday, December 3, 2014

WEDNESDAY CLOSE .... Market up 33/18/7. Volume slightly light. WTI over $67, Brent ~$70. US natgas down to $3.81. 1st US gas station dropped gasoline price to under $2/gal. US cancer patients paying more for meds. 100 brains missing at U of TX. (Obamacare interesting.) New US spaceship takes test flight tomorrow. 6-yr Japan space mission to asteroid launched .... (stock #s in %) MGLT up 250. WWPW up 36. CBEH up 36, new high, up 11x from year bottom. BSRC up 33 with volume, up 16x from year bottom. GPRC, WTWO up 33. VOIL up 30, hit some kind of bottom. IFXY up 25. GSFVF up 22. WSGP up 21. PSPW up 20. CABN up 18. XDSL up 16. MMMW up 15. MKBY up 13. ALTI, REGI, XSNX up 10. LEXG up 7 with volume. ABAT up 6. CSUN up 5. ENPH up 4. CREE up 3 .... CGYV down 41 with volume. BOPO down 31. NGLPF down 13. ENZR down 12. PRHL down 11. ZNNMF down 10. CHGT down 9, new low. NTCXF down 7. RVLT down 1, new low with volume.

ANTARCTIC GLACIERS LOSING EQUIVALENT OF MT. EVEREST (161 GIGATONS) IN WATER WEIGHT every 2 years. Melt rates in some parts of continent tripled over last decade. NASA, U of Cal Urvine analysis .... Warming effects of CO2 emissions can appear in just 10 years: study .... Climate deal needs more than just emissions cuts: developing nations .... Kurds, Iraq reached deal on Kirkuk fields, to support war against ISIS. Kurds, Kirkuk can export up to 550Kb/d .... EU lending Ukraine over $180M for improving natgas pipeline from N Russia to Europe. Larger loan coming from Europe Bank for Reconstruction, Development .... US House to vote on extending wind power tax break .... UK to set up natgas sovereign wealth fund .... Record-breaking rainfall in S Cal. .... Typhoon ready to hit Philippines .... German cabinet voted for CO2 emissions cut of up to 78M tons by '20 .... China prepping $8B fund to fight air pollution .... Graphene breakthrough could make it possible to fuel cars with air .... Venezuela - with 256B bls reserve - importing oil. Can't refine their extra-heavy crude enough .... Accident at Ukraine nuke plant. No radiation leak. Temp power disruption. Malfunc not in reactors .... $60B price tag for US crude-by-rail rules .... Finland's largest utility to increase stake in Russia hydropower plants from 29% to 75%. JV with Rosatom. Also taking up to 15% stake in Finn nuke project .... Soitec, partners new world record solar cell. 46% efficient. Broke their Sept. '13 record. Target 50% .... Edeniq (Cal) joint development agreement with Global Bio-Chem (China) for 50K metric ton/yr cellulosic biofuels plant in China. Online in '15 .... Noble Americas bringing Indiana ethanol plant back online by yearend after $40M refurb to exit 2-year mothballing. To use 35M bushels/yr of corn .... Vertimass (Cal) got $2M DOE grant to help commercialize catalyst tech to convert ethanol into other fuels .... USDA $5.6M of grants to 220 comps to further production of advanced biofuels. $4M more to advance bioeconomy, reduce US dependence on foreign oil .... India oil marketing comps cancelled buy tenders for 1.2B liters of ethanol due to lower oil prices .... Proposed Idaho ethanol plant to use barley, potatoes for feedstock. (Really?! More food for fuel?! There are starving kids in the world. Even in US. This has to stop.) .... US shale drilling permit aps falling .... Namibia faces power shortages over next 4 yrs. Delays in major NG power project. Small clean power projects may help plug 400Mw deficit .... Indonesia comp plans to build up to 1.2Gw of coal, NG power plants for $1-1.50B for their industrial complex .... Brazil contracted 4.98Gw from 51 power projects at auction. Avg. price ~$78/Mwh. 4Gw from 12 fossil fuel, biomass plants. 926Mw wind. 43.8Mw hydro. Total cost est. near $6.1B. 20-30-year contracts. Wind price lowest at $54/Mwh. Brazil total power gen cap 126.7Gw end of '13 .... Intl Finance Corp to loan Africa comp $80M toward 450Mw NG-fired power plant project in Nigeria. Also short transmission line, NG pipe spur .... EON tapped FirstFuel Software to help medium-sized Brit comps benefit from energy saving analysis, tools usually available only for big biz .... Hanwha Solar (HSOL) delivered 20MW to China last month. ~30% HSOL 3Q shipments to China, up 5x from 2Q .... Itochu began selling home power storage systems in Japan. 7Kwh cap. Also can store cheap night grid power for day use besides storing solar roof power. $20K. Sony lith-ion batts .... BNDES loaning EDP Brazil $119M toward 120Mw wind complex project. Online in '16 .... Celsia bought 535Mw of power assets from GDF Suez .... SMA Solar reduced '14 forecast, cut 600 jobs .... First Flight Wind offshore project cancelled ....Abengoa (ABGB) $680M funding from Gulf banks.

WEDNESDAY OPEN .... Market up 15/4/4. Volume slightly light. WTI over $67, Brent over $71. 208K new US private jobs in Nov., less than forecast. Iraq/Kurd oil export deal. Iran hackers targeting global infrastructure. Australia growth slower .... (stock #s in %) DSTI up 96. WTWO, GPRC up 33. XSNX up 30. BSRC up 26 with volume, news. CABN, GWBU up 13. REGI, SENY up 10. VOIL up 9 .... CGYV down 50. WSGP down 16. CHGT down 12, new low. CCTC down 12. PRHL down 11. AMPD down 9.

Tuesday, December 2, 2014

TUESDAY CLOSE .... Market up 102/28/13. Volume slightly light. WTI over $67, Brent over $70. US natgas down to $3.91 .... Detroit power failure .... (stock #s in %) BLDW up 55. WSGP up 36. XDSL up 20 with news, volume. ALTI up 20. BOPO up 16, new high. ENPH up 11 with news. WWPW up 10. HSOL up 8 with news .... MGLT down 60, 3x intraday spread. GPRC down 50. WTWO down 40. IFXY down 22. CBEH down 20. EWRL down 19. MKBY down 18. RNWEF down 17. SWET down 16 with volume, update. SENY down 15. LYSDY down 13. DPSM, LEOM down 12. XSNX down 10, new low. VOIL down 10. TPLM down 8 with volume, downgrade. QTMM down 7. LSCG down 6, new low. RVLT down 1, new low.

IEA URGING OIL PRODUCERS TO BOOST INVESTMENT IN NEW PROJECTS to meet anticipated rise in demand, avoid future price spikes .... Statoil halting exploration offshore Angola after poor results .... Pakistan backed out of Iran-to-India natgas pipeline project. Uncertainty over Iran sanctions, lack of money .... Nigeria wants Shell to pay $3.6B for spill 4 yrs ago. Nigeria also plans to cut petrol products subsidies by 1/2 next year .... SEC investigating Petrobras on money laundering, kickback scheme .... Venezuela to cut public spending because of lower oil prices. Shortages of food, other goods already .... ND oil production 1.18Mb/d in Sept .... Over 300M motorists now in China. 100M added in last 4 yrs. 23M new vehicle sales this year .... France to phase out diesel for private use. ~80% of French drive diesel cars.

PUTIN CANCELED $22B NATGAS PIPELINE TO SOUTHEAST EUROPE. To redirect it to Turkey. $4.5B spent so far. Vlad blamed EU. West opposed it over Crimea, Ukraine actions. Turks to get discount on NG, additional 3BCM/yr .... China to subsidize cities to build EV charging stations .... Shift to 80% clean/renewable power mix could save Germany over $100B: report .... Germans have paid in $132B so far in power bill surcharges for clean power. Cost may peak this year, drop in '15 to 22B Euros as subsidies start coming down .... 71% of Germans back decision to close down nuke plants. 67% think country's not doing enough to move to clean power .... EON to spin off fossil plants, focus on clean/renewable power .... Hanwha Solar (HSOL) to build 230Mw/yr panel plant in S Korea for $12M. Online 2Q15. Will take comp to 2.23Gw/yr capacity .... New US Navy, Calif Energy Commission smart microgrid project to test vanadium flow batt storage in '15. $3M .... Spain comp testing tidal energy prototype in Scotland. 2 rotors, 1Mw each .... France chose EDF, DCNS to test tidal power off Normandy. 7 2Mw turbines. Grid connect of 2 turbines in '15 .... Alstom, GDF Suez selected to install pilot tidal power project .... Distillation Technologies (US-MO) developing process that produces ethanol in single pass. 75% energy savings v. standard distilling .... ND State researchers developing new bioplastic that breaks down under specific type of light. Reusable .... E5 start in Vietnam this week. Cassava feedstock .... Malaysia comp opened 300 metric tons/d biodiesel plant .... Shell 1st to offer B5 in Hong Kong .... Dong Energy won't build 300-400Mw wind farm off N Ireland due to policy uncertainty .... Montney Shale play in Alberta, Brit Columbia starting to happen. Est. 450TCF, 14.5B bls NG liquids, 1.12B bls oil. NuVista (TSE:NVA) a small producer there. Blackbird (TCX Venture:BBI) another .... Production start from Statoil oil/gas Gulf of Mex play. Est. 23Kb/d peak production. Statoil plans over 100Kb/d from GOM by '20, up 4x .... 177M Pounds waste-to-power plant to be built in Scotland. 300K tons waste/yr. Online in '17 .... Allete to develop 107Mw wind farm in ND. Will sell for ~$200M. Online by '16 .... Local investors to develop ~50Mw wind farm in Kenya. March groundbreak .... Abengoa's (ABGB) 280Mw Mojave solar farm turned on .... Broadwind (BWEN) $9M order for wind towers from US comp .... Argentina province Dec 17 auction for 1st wind farm. 1Mw for ~$4M .... Gamesa contract for 132Mw of wind turbines .... France to launch floating offshore wind tender by June .... Republican Congress unlikely to deliver on $3B Obama pledge to Global Climate Fund .... DOE $4.4M to energize existing small dams.

TUESDAY OPEN .... Market up 68/21/7. Volume normal. WTI over $67, Brent over $71. Russia arming Ukraine rebels: US. India interest rates held steady, cut may be coming. US debt now over $18T .... (stock #s in %) BLDW up 66. XDSL up 40 with news. DPSM up 34. HYSR up 10 .... CNTO down 48, new low. IFXY down 22. WTWO down 20. VOIL down 16. UBRG down 15. LSCG down 12, new low. CHGT, LYSDY down 11.

Monday, December 1, 2014

MONDAY CLOSE .... Market down 51/64/14. Normal volume. (What does that say? Tells me market has reached a top and is taking profits, especially with oil price change.) WTI over $69, Brent ~$73 in bounceback. US natgas $3.96. (Also, for no reason, tied into oil prices. But the market has not been discerning.) .... (stock #s in %) BOPO up 49, new high. ZNNMF up 28. WTWO up 25. GPRC up 19. CCTC up 14. EWRL up 12 with volume. AWSL up 12. NGLPF up 10 .... WWPW down 50. BLDW down 40. PSPW down 35. BSRC down 29. XDSL down 28. VOIL down 25 with volume. (One of those pump and dumps.) CPWY down 20. HIIT down 17 with volume. AMTX down 17, new low with volume. WPRT down 13, new low. AMRS down 13, new low with volume. AMPD down 13. HSOL down 10, new low. CDTI down 10. QTWW down 10, new low with volume. SWET down 10 with news. TPLM down 10, new low with volume. SPWR down 8. HYGS down 8, new low. SCTY down 7. AVAV down 5, new low. RVLT down 4, new low.

RUSSIA NEEDS $100 OIL TO BALANCE GOVT BUDGET. Iran $133. Libya (if they even have a govt) $185. (Venezuela may default.) .... Russia money suspected behind fracking protests .... EPA's proposed clean power plan can save power industry up to $2-4B by '20, $6-9B by '30: NRDC .... Ground level ozone linked to asthma, heart disease .... $9.6B/yr cost for EPA enforcement to prevent tens of thousands of premature deaths, heart attacks, asthma attacks from air pollution. (Let alone water pollution.) .... Brazil announced decline in deforestation rate .... Midwest grid operator asking EPA to remove clean power plan's interim compliance targets .... IL Supreme Court to hear Future Gen appeal .... Natgas, coal to replace hydropower in latest Brazil power auction. Drought cutting hydropower contribution to power mix .... ISIL destroyed oil pipeline supplying Iraq's Baiji refinery after they got chased out from seige. Refinery out of op .... China imported 340Kb/d oil from Iran in Oct, up 36% v. '13 .... Marathon new oil/gas discovery in Kurd Iraq. Total has 35% interest, Kurd govt 20% .... Netherlands researchers converting sawdust into gasoline building blocks .... Chile mining sector energy demand to double by '25 .... FL regulators OK'd utilities to slash energy efficiency goals, end solar rebates after '15 .... Dan River coal ash spill damage could top $300M: study .... 3Mw biomass cogen power plant commissioned at Merck plant in India. Cashew, coconut shells feedstock .... Renault/Nissan sold 200,000th EV .... Conergy to build 41Mw solar in Philippines. 2 plants. Online June .... Brazil comp to build 2 LNG-fired power plants - over 2.4Gw total - for ~$2.3B. Online in '19. Each plant to use up to 3M metric tons LNG/yr. Brazil using 5M metric tons this year .... France to phase out diesel.

MONDAY OPEN .... Market down 58/54/14. Volume slightly heavy. WTI over $67, Brent over $71. Moody's cut Japan rating. Slower US factory activity November, but more than forecast. November China manufacturing drop. UK factory growth up .... (stock #s in %) BOPO up 24, new high. CCTC up 14. CABN up 12. HYSR up 11. NGLPF up 10 .... BSRC down 94. BLDW down 40. AWSL down 37. GWBU down 31. GERS down 28. PWDY down 17. VOIL, LMRMF down 16. BFRE, WSGP down 14. WPRT down 11. TPLM, HIIT, CDTI down 10. AMRS down 10, new low. CJES down 9, new low. HSOL down 9, new low. LEXG, PLUG down 9. CSIQ down 8. LSCG down 6, new low. SPWR, SUNE down 6. SCTY, JASO, FSLR, TSLA down 5. CSUN down 2, new low. RVLT down 1, new low.

Friday, November 28, 2014

RUSSIA SUSPENDING COAL DELIVERIES TO UKRAINE. Ukraine declaring state of emergency for power market. They have self-sufficient supply of coal but coal mines, rail lines in east shut down from fighting .... Russian Navy successful test of new ICBM as Russian ships come into English Channel to ride out North Sea storm .... Billions of people will suffer worse floods, droughts if tech used to reflect sunlight back into space from Earth .... Over 1,400 of 22K endangered species on Earth threatened by global warming climate change .... China likely to fall well short of target 35Gw solar capacity by '16. Profit-seeking speculation, lack of experience of plant builders, operators cited. 10Gw this year expected. Target 14. Last year 13 .... US stocks report: oil/condensates production up 73Kb/d to 9.09M last week .... Ofgem final plans to invest $26.7B to maintain UK grids, connect clean, small-scale power plants. Customer bills will be reduced avg 11Pounds/yr .... TRIG bought 25.3Mw Ireland wind farm for $22M .... Wehan Kaidi to invest $1.12B in clean/renewable power .... India to install 22Gw solar next 5 yrs .... Chile biomass power gen up 70% last 5 yrs .... Share of clean/ren power in UK energy up to 16.8% .... E-cigs have up to 10x carcinogens of regular cigs: Japan research.

FRIDAY OPEN .... Market up 56/18/-- . Volume holiday light. WTI over $68, Brent over $72. Russian warships in English Channel .... (stock #s in %) WWPW up 33. CCTC up 14. ZNNMF, WEST up 11. ALTI up 7 .... CSOL down 24. TPLM down 20. CHGT down 19. SSOL down 17. HIIT, NAMG, LEXG down 16. CJES down 16, new low. XDSL, GSFVF, BFRE down 14. AXAS down 13. CABN, PEIX, DPSM down 12. CSIQ, SZYM down 11. LSCG down 11, new low. AMLM, BLDP down 10. WPRT down 9, new low. ENPH down 8. JASO down 7. SPWR, FSLR down 6. (The market has still not learned to separate clean power from oil prices. Buying opportunity.) SUNE down 5. RVLT down 4. HSOL down 3, new low.

Thursday, November 27, 2014

BRENT OIL DOWN $6 MORE TODAY. OPEC NOT CUTTING PRODUCTION. Sauds blocked it. Russia oilman: ensures US shale oil crash .... US, Yemen mission freed 8 hostages held by al kayda. (That's right, why respect correct spelling of evil bastards.) .... US, Brit data showing '14 could be globe's hottest year on record. '10 was hottest so far .... Great Lakes region benefiting from global warming climate change .... India ID'd 12 states to build 22Gw solar .... Turkmenistan, Afghanistan, Pakistan, India to build natgas pipeline from Turkmenistan eastward .... Indonesia reduced gasoline subsidy .... US crude, condensate production over 8.6Mb/d in Aug: EIA .... In '01, Gulf of Mex was source of ~25% of US oil/gas production. Last year, under 10% .... Avg. el rates in EU more than double of US in '13 .... $35M finance for Ascent Solar (ASTI) .... Happy Thanksgiving, pards.

WEDNESDAY CLOSE .... Market up 12/29/5. Volume holiday light. WTI over $73, Brent over $77. US natgas down to $4.37. Gold back under $1,200. Sauds say oil prices to stabilize. (1 expert sees oil in $50's next year.) HSBC, Goldman rigged metals' prices for years: lawsuit .... (stock $s in %) MGLT up 233 after reporting. ASPW up 53. CSOL up 32. BLQN up 28. GWBU up 25. PWDY up 22. SSOL up 20. ZNNMF up 14. LEXG up 12 with volume. CABN up 11. RVLT up 8 with volume. ALTI up 7. BBLU up 6 with offering. LEDS up 5 after reporting .... DSTI down 55. CPWY down 36. WWPW down 34. WTWO down 33. BSRC down 18. ABAT down 10 with volume. CCTC, PRHL down 10. AVAV down 8 with volume after reporting.

Wednesday, November 26, 2014

NOREASTER .... A weak noreaster because backup low hadn't made it into Cincinnati in time. (Gotta love aviation weather studies. And trains.) .... And then now there's this shooting of a 12 year old in Cleveland by police who told him to put down his toy gun 3x. This has to really end. This cops v. toy guns thing. Cops too ballistic? Over wahtevered? Stupidity? Uncaring? Racism? Too scared? A 12 year old kid didn't know enough to respond to cops' orders 3x. What the hell? And there it is. There it is. Sad but true. When a cop orders you to do something, DO it or be killed. Unless you are confronting an enlightened cop (an anomoly?). And there is the issue of enough black cops to mirror society. How about hispanic cops? Asian? What's that called? Equal opportunity? Equal law enforcement? Then there's equal enforcement of muslim law. Oy. Jewish law. Double Oy. What is the United States? A boiling pot of bergoo? Americans have pretty much taken anyone in from anywhere in the world. The United States of America IS the world. (With an English, Euro bias.) We do speak English and have to learn other languages. Ola. And now. We give thanks. Thanks we are not in hell of war like WW2 as example. Even not in cold war. Tho some (1) wants to revive it. Yea, Lots of countries with nuclear weapons to obliterate civilization. What a world. Happy happy because we assume no nutjob will light the match. And then there's the supreme ayatolloh of iran. wow. what a light for the world, A? let's get more nuke bombs for him because he has so much enlightenment. (And at this point I might be losing readers but I don't care about them as they do not care for truth as I see it.) Yea, this is a real blog log. Hay, if there's no money involved, or desire, let the thoughts fly. I wish there were a bomb that could take out ISIS with 1 of them. And the rulership in Iran with the 2nd one. And then and then and then. Is that hate? Or just righteousness? They hate. They kill. We don't want that. Tho some of our cops do. Rut ro. Hopefully not 2 many cops. And so I run out of thot. Happens. Nightly news on NBC. (I spent 30 minutes alone in my office with Roger Mudd during spring of Watergate.) A long long story. The road is long. So .... let's all tell our stories well.

GLOBAL INVESTMENT IN LOW-CARBON POWER, ENERGY EFFICIENCY NEEDS TO MORE THAN DOUBLE TO $790B BY '20 to keep global warming within safe margins: IEA .... Over 1/4 of Americans skeptical of global warming climate change .... Oct warmest on record globally: NOAA .... Brazil extending Amazon-saving soybean moratorium to '16 .... Atlantic hurricane season quiet this year for 9th year in row. (When did Sandy hit?) .... Europe's nations want carbon capture/storage incentives in climate accord .... Florida regulators slashed efficiency goals for utilities .... Colorado commission 2-yr solar incentive plan .... Compton Cal rescinded fracking moratorium. Oil/gas industry dropped lawsuit .... Siemens selling its tidal power unit citing too slow development .... Audi launching synthetic fuels pilot plant .... France ethanol industry leading way toward EU-wide E15 by '30 .... Sauds, UAE, Bahrain renewed diplomatic relations with Qatar .... US utilities facing coal shortages due to rail congestion .... Russia losing ~$40B/yr from West sanctions, $90-100B from lower oil prices .... OPEC meet tomorrow. Russia said "no deal" with OPEC to cut production .... Yingli supply deal for 72Mw to Solarcentury in UK .... Zimbabwe utility tendered 100Mw solar in 50Mw phases .... Enviros suing BLM over coal leasing program .... MDU to buy 107Mw wind project in N Dakota from ALLETE for $200M. Online by '16 .... Well, In US, of course, we give thanks tomorrow. As everyday thing, of course. We just have made a big ole holiday out of it for a long time now. Anyway, one of my thanks is thank you all for taking time out of your days to come read me ole blog. Happy Thanksgiving. Count your blessings.

WEDNESDAY OPEN .... Market flat, mixed. Volume holiday light. WTI over $73, Brent over $77 .... (stock #s in %) CSOL up 32. ASPW up 23. SSOL up 18. CABN up 17. ZNNMF, ABAT up 13. CBEH up 10. RVLT up 6 .... BSRC down 25. AMLM down 10. AVAV down 8 with volume after reporting. CSUN down 1, new low.

Tuesday, November 25, 2014

TUESDAY CLOSE .... Market flat, mixed. Volume normal. WTI over $73, Brent over $78. US natgas up to $4.36. Ukraine: 7.5K Russian troops in Ukraine. N. Korea threatening nuke war to defend its human rights record. (I know, just keep your laughs appropriate. Does Rodman get called in again?) Russia finance minister: ruble will continue to fall, but more slowly .... (stock #s in %) DSTI up 122. CPWY up 38. BSRC up 33, up 4x off bottom. CSOL up 27. ZNNMF up 25. DPSM up 21. WTWO up 20. LYSDY up 17. XDSL up 16. WWPW up 15. AMLM up 11 .... GWBU down 26. FNVRF down 18. RVLT down 16, new low with volume, stock offer. NGLPF down 13 after reporting. SSOL down 13. EWRL down 13 with volume. PSPW down 11. ABAT down 11 with volume. CBEH down 11, up 10x from bottom.

$53T COST TO HOLD GLOBAL TEMP RISE TO 2*C: group's estimate .... China needs $145B/yr investment to meet '30 targets: report. (Do the math. Only over $2T. Of 53 needed.) .... EU air pollution cost up to $235B in '12: report .... India increased '22 clean/renewables target to 100Gw .... Polls show partisanship determines belief in global warming climate change. (Folks, scientific fact is what we need to go on. This is about our children's and grandchildrens' lives, assuming this age lasts much longer.) .... Poll found bipartisan support for tighter ozone standards .... Extreme weather has stunted children's growth in Peru: study .... Underwater robots finding thicker Antarctic ice. (Well, they just had winter.) .... Wind power 68% of new US power gen capacity added in Oct. - 574Mw from 5 wind farms in 5 states. 132Mw natgas also came online. 102Mw biomass. 31Mw solar. Over 9.9Gw new capacity online since Jan 1, 54% NG .... Supreme Court to review EPA mercury rule .... Texas started GHG permitting, taking over from EPA .... Oil/gas industry group suing Colorado over local fracking ban .... World's oldest oil well still pumping in PA .... OPEC pumped near 31Mb/d in Oct, almost 1M above target .... Beijing announced petrol reserve now 91M bls. About 9-day supply that could stretch to about 3 weeks. Plans to have ~500M bls by '20. US reserve now 727M bls .... Putin says govt will step in to keep Rosneft solvent .... Goldman Sachs winding down coal, uranium trading .... Iran would double oil exports if sanctions lifted .... Iran nuke talks extended to July .... Westinghouse multi-party deal (China in) to develop 4-unit nuke power plant in Turkey .... Solar Reserve opened Africa's largest solar farm in S. Africa. 96Mw .... Japan refiner to build 4 more solar farms in country. 6.9Mw total. Already has 28Mw solar in operation or under construction in Japan .... Invenergy got finance for 207Mw TX wind project. Online 3Q15.

TUESDAY OPEN .... Market flat, mixed. Volume light. WTI over $76, Brent over $80. US 3Q GDP growth revised up to 3.9%. France suspended warship delivery to Russia .... (stock #s in %) CPWY up 44. WTWO up 40 more. GWBU up 29. ZNNMF up 18. LYSDY up 17. XDSL up 16. WEST up 7. XSNX up 6 .... BOPO, FNVRF down 18. PTOS down 16. RVLT down 15, new low with volume on offering. NFEC down 11. EWRL down 10. CABN down 9.

Monday, November 24, 2014

MONDAY CLOSE .... Market up 7/41/5. Volume light. WTI over $75, Brent under $80. US natgas down to $4.27. No nuke deal with Iran .... (stock #s in %) SLMU up 84. GSFVF up 30. LSCG up 28. WTWO up 25 with volume, news. CSOL up 20. BFRE up 17. IFXY up 15. GEVO up 11 with volume. BOPO up 10. MMMW up 9. CREE up 3 .... ASPW down 44. ALTI down 18 with news. WEST down 17 with volume. DPSM down 17. AWSL down 13. GPRC, SWET down 12. SENY, AMLM down 11. GTATQ, GWBU down 10. CSUN down 3, new low. RVLT flat after new low with volume, news.

1.5*C GLOBAL TEMP RISE ALREADY "LOCKED IN" BY EMISSIONS SO FAR: World Bank chief. Also extreme heat events .... India, China reversed policy, now backing US efforts to limit HFCs (worse than CO2 in global warming) .... 8.85Gw new wind power installed in China in first 9 months of '14, up 22% over '13. Total cap now near 85Gw .... NJ rejected proposed 25Mw wind farm offshore Atlantic City by Fisherman's Energy .... 89% of current US tight oil production will peak this decade, be negligible by '40: expert .... Fighters forced al Qaeda from Yemen town .... UK Green Investment Bank investing in $172M power/heat from waste wood plant in England. 13.2M Pounds equity, 16.9M Pounds loan. 20Mw power, 7.8Mw heat. Online in '16 .... IKEA to invest $1.9B in clean power by '16 .... Walmart hired Solar CIty (SCTY) to install solar at stores over next 4 yrs. Some with power storage .... Walmart uses more power than Alaska, Delaware, Hawaii, Maine, Rhode Island, Vermont combined. They say they get 24% of their power from clean sources .... World Bank $60M 5-yr cookstove program .... Sun Edison (SUNE) to invest $30M in 140Mw/yr solar panel factory in Brazil. To build solar farms with Renova, initial 107Mw by '17. 1Gw planned next 5 yrs .... Canadian Solar (CSIQ) sold new 28.4Mw Mojave solar farm to Dominion .... Sustainable Power $65M deal with AZ utility to provide 45Mw solar power at 5.3 cents/Kwh from project in development .... China comp offered $640M for REC Solar. REC mainly making panels in Singapore. China controls all of top 10 solar comps except Hanwha (HSOL), First Solar (FSLR) .... Brooke Renewables to invest up to $1B over 5 yrs in Malaysia cellolosic biofuel/chem project .... Yingli supplying 120Mw for Europe's largest solar farm .... DOI set Jan. date to auction 742K acres off Mass for wind power development .... Alaska LNG project OK'd to export to free trade nations: DOE .... Most Americans give EPA low marks on job performance: poll .... EPA faulted 7 states, D.C. for lagging on NOx compliance.

MONDAY OPEN .... Market up 14/27/5. Volume light. WTI over $76, Brent over $80 .... (stock #s in %) MMMW up 11. GEVO up 10. ALTI up 9. ABAT up 5. JASO up 2 more, over bottom 200-day line. SCTY up 1 with upgrade .... DPSM down 24. SWET down 19. PRHL down 15. GPRC, NAMG, NGLPF down 13. ZAAP down 10. AXPW down 9. RVLT down 5, new low. SZYM down 4, new low.

Friday, November 21, 2014

FRIDAY CLOSE .... Market up 91/11/10. Volume slightly heavy with options expirations. WTI over $76, Brent over $80. US natgas down to $4.42 .... (stock #s in %) WWPW up 81 on 200 shs. NAMG up 47 with volume. BOPO up 26. SSOL up 23. ABAT up 20 with volume. (Get on board? Or wait for pullback?) CSGH up 20. LEOM up 16 with volume. JUHL up 15 after reporting. DPSM up 14. NGLPF up 13. AXPW up 12. AMLM up 11. CABN up 9 with volume .... MGLT down 77, new low on 2K shs. CBEH, IFXY down 21. MMMW down 16. XDSL down 14. PTOS down 11. SZYM down 5, new low with volume.

CHINA TO PUT 4.2B TON CAP ON COAL USE, no more than 62% of energy mix by '20. (Well, folks, between them and India we're pretty screwed.) .... China climate pledge needs 1K nuke plant effort: analysis .... Majority of Americans think worst climate impacts will happen in poorer, less-developed nations, not US: survey .... $9.5B pledged so far to UN Green Climate Fund .... Voters in battleground states back action on climate: poll .... Cyberattackers have penetrated US infra systems: NSA chief .... All the clean/renewable power in world won't stop global warming: Google (They see the Chinese and Indian writing on the wall. Can we translate "greenhouse"? ) .... 19 US shale regions vulnerable at $75 oil: analysis .... NRG Energy plans to cut 90% of carbon emissions by '50, 50% by '30. Already reduced carbon 40% since '05. Will use this year's 125M metric tons as baseline .... EPA could cut methane emissions of oil/gas sector in 5 yrs at cost of just 1% of sector's annual revs with the right rules .... State regulators want EPA to modify power plant CO2 rule to favor new nuke power .... Researchers found crops make seasonal additions to CO2 .... Growth of giant kelp accelerates amid higher ocean temps, more CO2: study .... Hollande calling for aggressive carbon cuts before Paris summit .... EPA punted on '14 RFS rule. Won't be done this year .... Cal ordering utilities to give ratepayers $1.45B for shuttered nuke plant .... Analysis recommends protecting 30% of oceans from fishing, mining .... Public health groups suing EPA over state compliance on airborne lead standards .... Georgia Power moving to add wind power .... Texas should seek 20% solar power by '25: report .... Shell expects to be making advanced biofuels at scale in US by '20 .... Bakken Sept production up over 52Kb/d to 1.12M.

FRIDAY OPEN .... Market up 135/35/15. New highs. Volume heavy, options Friday. WTI over $76, Brent over $80. Gold back over $1,200. China cutting interest rates. ECB stimulus pledge .... (stock #s in %) NAMG up 85. ASPW up 13. NGLPF up 12. FNVRF, SKYS up 9. NTCXF up 7. ENPH up 5. SCTY up 4 with news. SUNE up 4 more. CREE up 3. JASO up 2 on upgrade, day 4 of surge .... MGLT down 77, new low. PTOS down 26. WTWO down 25. CBEH, IFXY down 21. LYSDY down 7, new low. NENE down 6. TSLA down 1 on downgrade.

Thursday, November 20, 2014

THURSDAY CLOSE .... Market up 33/26/4. Volume light. WTI over $75, Brent over $79. US natgas up to $4.53 .... (stock #s in %) CGYV up 100. BOPO up 36. BFRE up 35 with volume. CBEH up 27, up 14x from 12-mo. bottom. GPRC up 16. MGPHF up 15. BLQN up 14. GEVO up 13. OOIL, SKYS up 10. ABAT up 9, with volume, news. JASO up 5 with volume .... WWPW down 44. CSGH down 31. AQNM down 25. JUHL down 13. NAMG down 10, new low. CSOL down 10. LSCG down 6, new low. QTMM down 4.

BREAKTHROUGH OIL SANDS TECH TO BE TESTED IN UTAH. Cleaner. Cheaper. Cost $38/bl v. $75 for old Alberta tech. $30 for larger plants. 32M bls on Utah project site. Green River Formation in 4-5 states may hold 3T bls. Uses paint thinner-like solvent, no water. No tailing ponds. (Only downside is all the emissions from oil use. Otherwise, US the new oil king.)

WORLD WILL NOT KEEP TEMP RISE BELOW DANGEROUS LEVELS despite recent efforts, commitments: UN report .... UK pledged $720M to UN climate change fund .... Methane emissions rules critical to US, China agreement: report .... Climate models wrong about carbon release from soil microbes: study .... EPA gave OK to wood-fired powergen. (How better is that with emissions than coal?) .... US airline industry made no gain in overall fuel efficiency last year .... Ice forcing early closure of Mississippi R. shipping .... EU taking up plastic bag reductions plan .... China aiming to relocate factories overseas to reduce their air pollution .... NOAA set to open US waters to aquaculture .... Global ship traffic up 4x '92-'12 .... Majority of Americans back Fed action to limit power sector carbon emissions: poll .... Volcanic eruptions may have contributed to pause in global warming: study .... Crab, shrimp, fish populations point to dramatic warming of Gulf of Maine .... US, Japan aim to tap methane hydrate resource off Alaska N. Slope .... 2 comps bought 300Mw, 1.09Gw hydropower plants in India for $1.8B .... Oregon comp making ethanol from juice from dry fruit processing .... SAS, Lufthansa, KLM in deal with Statoil for bioavfuel for Oslo airport. 2.5M liters of 50% blend starting in March .... EDF Canada, partner started 24.6Mw wind farm in Quebec .... High cost of finance holding up Africa solar projects .... Nordex supplying, installing 45Mw wind project in Lithuania .... Vestas supplying 52Mw of wind turbines for Inner Mongolia project .... Enel Green Power to finance $104M for Mexico wind farm. $196M total investment by Enel .... Sunnova Energy raised another $250M to expand solar install biz in US, overseas.

ISIS ROUTED FROM BAIJA OIL REFINERY AREA BY IRAQ FORCES. Iraq plans to return refinery to production .... ISIS car bomb in Erbil earlier this week .... Venezuela, Russia setting up meeting with oil producing countries in and out of OPEC to get oil prices back up.

THURSDAY OPEN .... Market flat, mixed. Volume light. WTI over $75, Brent ~$79. German manufacturing, services sector weakening. France factories slump deepening .... (stock #s in %) WTWO up 33. BFRE up 19. LYSDY up 11. DPSM up 9. HYSR up 8. JASO up 4. NENE up 2 .... XDSL down 14 with news. CCTC down 14. PRHL down 11. MDDD, LSCG down 10. NTCXF down 2. RVLT down 1, new low.

Wednesday, November 19, 2014

WEDNESDAY CLOSE .... Market down 2/26/3. Volume light. (Yep, looks like market might be temporarily toppy.) WTI over $74, Brent over $78. US natgas up to $4.57 .... (stock #s in %) CSOL up 27. LMRMF, JUHL up 15. BFRE, PTOS up 13. NAMG up 11. ASPW, EVSI up 10. CBEH up 9. NENE up 4. GSFVF up 2 after hitting new low with volume .... DSTI down 53. CGYV down 50. LEOM down 29 with volume. LSCG down 21, new low with news. DPSM down 19. WWPW down 13. AMLM down 11. PSON down 10. RVLT down 2, new low.

SENATE DEFEATED KEYSTONE XL PIPELINE GO-AHEAD BY 1 VOTE .... "Fast-growing nations have role in curbing global warming climate change": Malaysia PM .... Senegal, other Africa countries planting "Great Green Wall" to hold back Sahara. 15 kilometers-thick wall of trees, bushes, etc. from West to East Africa .... To meet new climate targets, China coal use must fall after '20: think tank .... Sunfire (Germany) machine converts water, CO2 into synthetic petrol fuels. Fischer-Tropsch process with solid oxide electrolizer cells that convert el to steam. Ox removed to produce hydrogen that reduces CO2 to CO. H+CO yields fuels .... Fuel Cell Energy (FCEL) operating world's 1st "in-generation" plant in Cal that converts sewage into el for industrial facility, H for transportation fuel .... EPA raising enviro justice, emissions concerns with Corpus Christi LNG project .... Sierra Club challenging Alaska LNG project .... Pipeline now moving natgas from Eagle Ford to Mexico .... Cal Energy Commission $5.4M biofuel grants, $2.3M of contracts .... Brit wind farms generating more power than grid can handle. National Grid paid over $67M 1st 10 months of '14 for wind farms to shut down turbines. Over 30% more than all of '13. Most farms in Scotland. Lines to ship power south not ready yet .... FRIT completed 5.2Mw solar install for Long I. shopping center .... 1st solar plant by Qatar General El, Water to start ops before '16. 15Mw. Comp plans 200Mw solar by '20 .... Over 70 US utilities to increase investment by $50M/yr next 5 yrs to add more EVs to their fleets. PG&E also unveiled 1st hybrid bucket truck .... Jinko Solar closed remainder of $225M equity investment .... $181M solar fund launched in Japan .... Madhya Pradesh to take bids for 750Mw of solar in March .... KKR unveiled 1st project from 200M Pound clean power lending program .... UK solar power forecasted to be cheaper than natgas by '18 .... Trade Wind got OK for 136Mw Okla wind project .... Drillers on US public lands got $380M of royalty breaks '06-'13: report .... 79 hacker attacks on US energy facilities in '14 .... Spain detaining Greenpeace ship .... San Diego OK'd plan to recycle wastewater .... Anti-bacterial soap agent linked to liver tumors in mice: study .... UK govt must address air pollution: EU court .... France to send 6 more fighter jets to fight ISIS.

WEDNESDAY OPEN .... Market down 55/33/9. WTI over $74, Brent ~$79 .... (stock #s in %) XSNX up 14. NENE, NTCXF up 3. QTMM up 2 with news .... DSTI down 53. CGYV down 50. WWPW down 13. EWRL, VSPC, RGSE, SWET down 10. LEOM down 9. RVLT down 4, new low. TSLA down 3 on outlook.

Tuesday, November 18, 2014

TUESDAY CLOSE .... Market up 40/31/10. Volume light. WTI over $74, Brent over $78. US natgas down to $4.36 .... (stock #s in %) DSTI up 115. SUNE up 29 with volume, news. TERP up 26 with volume, news. ABGB up 26 with volume. ASPW up 25. PSPW up 20. PTOS up 19. AQNM up 18 with volume. MGPHF up 15 with news. CSGH, AMLM up 14. AWSL up 11. CBEH up 11, up 10x on year. IFXY, LEOM up 10. AXPW up 9. JASO up 8 with volume after reporting. PLUG up 8 with volume. LSCG up 4 with volume .... GSFVF down 21, new low with volume. CSOL down 21. BOPO down 14. CNTO, DPSM down 13. NENE, ZAAP down 12. MDDD down 11.

KURDS SEIZED ISIS ARMS, BUILDINGS .... Russia forcing nationalization on Crimea biz .... France lawmakers approved clean/renewables target of 32% of power gen by '30. Also to reduce carbon emissions 40% from '90 levels, cut fossil fuel use 30% .... El Nino warning from Australia. Tropical Pacific sizzling .... El Nino to hit Horn of Africa .... EPA won't tighten GHG rulemakings to meet Obama's new climate commitments: McCarthy .... Canada pledged contribution to climate adaptation fund .... Polar bear population down near 1/2 in last decade: study .... India may double use of their coal by '19 from 565M tons in '13. Poor quality coal, roughly 2x as polluting as Western coal. Delhi's air already 3x more toxic than Beijing's. Calif teaming with India on step toward cleaner air .... Scientists proposing artificial clouds to shade Earth from dangerous warmth: study .... NRC rules ill-suited for nuke plant decommissioning: NRC head .... TX grid operator says EPA power plant plan raises reliability questions .... Researchers invented batt that can self-charge from low-level heat .... Canadian Solar (CSIQ) to supply 5.1Mw for 4 Solar America Energy projects in Georgia .... Solar Power (SOPW) to develop, own 168Mw of projects in China. All online by end of '15. Also buying 22Mw project in Japan .... Sun Edison (SUNE) buying First Wind for $2.4B .... Halifax 1st Canada city to use hydropower within pressurized water line. 32Kw. $443K cost .... Novozymes, university developed artificial enzyme almost 2x as effective as those used now to create cellulosic ethanol .... EMBRAPA says Brazil can increase its bioenergy production 6x without touching rainforest .... U of Houston chemists made molecule that spontaneously assembles into spongy substance to soak up huge quantities of many airborne pollutants. But useless against CO2 .... Enel Green Power got $104M bank loan for 100Mw $196M wind project .... Turkey central bank says natgas, el price hikes to add .4% to inflation .... Idaho Power applying for 11 solar projects for 281Mw .... Blue Earth (BBLU) to buy 6 solar, wind projects in Mexico. 273Mw .... Duke Energy readying to remove coal ash from 4 NC sites .... Google to buy power from 62Mw wind project in Netherlands for data center .... Clean/renewable power beats coal in Turkey's $400B plan .... NTT unit to build 15Mw solar in Japan. Online Oct '16 .... Tawagawa to build 5.5Mw solar in Japan. Online March '16 .... Jinko Solar closed on $225M loan for downstream solar biz .... JA Solar (JASO) $25M profit 3Q14 .... Abu Dhabi Fund cut clean power loan interest rates to 1-2% .... Virus caused mass sea star deaths .... Spanish Navy ship rammed Greenpeace ship .... Japan to resume Antarctic whale hunt with reduced quota .... Boehner opted for "Obamacare" v. Medicare when he turned 65 .... New Indonesia prez raised fuel prices 30%.

TUESDAY OPEN .... Market up 41/24/9. SP new record. Volume light. WTI under $75, Brent under $79. US producer prices up .... (stock #s in %) LYSDY up 31. TERP up 29 with news. ABGB up another 26 with volume, day 2 of rebound. SUNE up 23 with volume, news. PSPW up 14. LEOM up 11. SKYS up 7 with news. PLUG up 7. JASO up 4 with volume after reporting. SCTY up 4. TSLA up 2 .... AQNM down 20. ZAAP down 18. VSPC, GSFVF down 15. BOPO, XDSL down 14. NENE down 12. MDDD down 11. XSNX down 8. NTCXF down 4.

Monday, November 17, 2014

MONDAY CLOSE .... Market flat, mixed. WTI over $75, Brent over $79. US natgas up to $4.33 .... (stock #s in %) CGYV up 100. BOPO up 40. CCTC up 33. WTWO up 25. ABGB up 24 on rebound. XDSL up 16 with news. ZAAP, CNTO up 16. PSPW, ENZR, CSGH up 12. LYSDY up 11. ALTI up 5 .... ASPW down 50. GSFVF down 23, new low with volume. NGLPF down 23. PANL down 21, new low with volume. MKBY down 19. EWRL down 15. CABN down 13. ASTI down 12 with news. EFOI down 11. BBLU down 10 with news. MKTY, CHGT, SKYS down 10. ENPH down 4.

ISIS PROBABLY STILL GETTING SEVERAL MILLION DOLLARS/WEEK from smuggled oil .... Libya oil production said to be up to 900Kb/d lately. Likely under control of Islamist militias. Assumed exports .... Climatologist says Earth entering 30-yr cold spell because of sun. (Or UFO blocking sunlight since Sept?) .... US, China deal will avert 640B tons CO2. Won't change US Clean Power plan: McCarthy .... US, China to jointly build coal plant with CO2 sequest while making fresh water .... Exxon unit shut down 92Kb/d oil sands operation in Canada for "several weeks" due to "problem in core processing plant" (low oil prices) .... Drilling rigs in ND down to 186 from 195 in Sept. #1 reason: oil prices .... Offshore drilling comps mothballing, scrapping some aging rigs because of low oil prices .... Canada crude processed at Gulf of Mex refineries could climb to over 400Kb/d in '15 from 208K in Aug .... China will overtake US as world's biggest oil user in 20 yrs: IEA .... Unanimous approval of NYC climate plan .... Scientists breaking new ground with ocean acidification mapping .... Sunpower (SPWR) adding AC inverters to save 1/3 labor cost .... Closing down, cleaning up world's aging nuke reactors to cost over $100B over next 25 yrs: IEA. ~200 reactors. 10 shut down in last 40 yrs .... Ascent Solar (ASTI) raising $35M with convertible debt for retail expansion, Ener Plex rollout .... Kandi (KNDI) delivered initial 64 EVs to Wuhan car share biz .... DOI OK'd 1st US offshore wind transmission line .... Germany pressing for right to ban GMO crops .... Violence between drillers, enviros in Congo .... Botswana tribes evicted in name of conservation: study.

MONDAY OPEN .... Market flat, mixed. Volume normal. WTI over $75, Brent over $78. US industrial output down in Oct. Japan in recession .... (stock #s in %) CCTC up 33. ABGB up 27 with volume on rebound. ENZR up 19. XSNX up 12. CBEH up 10. SKYS up 6. NENE up 5 .... WWPW down 32. EWRL down 13. CHGT down 10.

Friday, November 14, 2014

FRIDAY CLOSE .... Market flat, mixed. SP record high. WTI over $75, Brent over $79. US natgas up to $4.10. $ at 7-yr high. Ford, UPS, VISA pushing for net neutrality .... (stock #s in %) WWPW up 53. AQNM, CCTC up 18. SSOL up 16 after reporting. CABN up 15. SOPW, PSON up 14. SKYS up 13, new high after higher high selloff. OPTT up 13 with volume. URRE, GTATQ up 13. LSCG, PALAF up 12. NENE up 10 after reporting. SCTY up 4 .... ABGB down 39 with volume. PTOS down 23. AXPW down 16 with volume. LMRMF down 13. AWSL, CLNT down 10. XSNX down 8, new low.

US TO CONTRIBUTE $3B TO GREEN CLIMATE FUND for world's poorest countries' clean power development. $3B already committed by other countries. $10B wanted. (I wonder how much Russia will give.) $2.5B already contributed by US since '10 for the cause, not the fund .... Iraq, Kurd interim deal. Baghdad to pay $500M to Kurds. Kurds will let Baghdad sell 150Kb/d of oil exported by Kurds .... Obama doesn't think Keystone pipeline will create jobs or cut US fuel costs. House voted for the pipe today. Senate votes next week, 59 count for it. 3.9K jobs expected from 2-year build, 50 permanent jobs. But oil may be exported from Gulf of Mex, not even refined in US. Nebraska still to decide on pipe path. (Obama might veto if Congress passes.) .... Top N Dakota energy regulator wants requirement that oil comps reduce crude volatility before rail shipments .... Massey Coal exec indicted on 4 criminal counts for WV mine disaster in '10. 29 died .... Multibillion global energy efficiency market poised to grow: IEA .... Deepwater Gulf of Mex oil/gas production to peak in '16: analysts .... Norway, China pairing up on Arctic oil search .... New Mexico county voted to restrict oil/gas drilling .... IL residents suing state to stop fracking .... Africa opened geothermal energy research center for workforce development in Kenya .... 2 of Turkey's biggest hydropower projects halted over faltering peace talks with Kurds .... Clean/renewable power investment in Australia down 70% in past year .... Romania doesn't have shale gas: prime minister .... EC underestimating GHG emissions from biofuels by up to 50%: study .... Indonesia sticking with B10 biodiesel policy despite slow ramp up .... 2 of world's largest mining comps calling for global carbon price .... US, Hong Kong scientists discovered key to improving organic solar cell efficiency with easy, inexpensive commercial-scale process. Up to record 10.8% efficiency .... Construction start on world's 1st high-temp gas-cooled commercial reactor at China 2Gw nuke plant. Online in '17 .... Brazil development bank loaning $164M for 201Mw wind power (2 projects) in Brazil .... Vestas to start wind turbine blade manufacturing in UK 2Q15 .... Jun Yang $11M share sale to back solar projects .... Abengoa Yield $13.8M loss for 9mo14 .... EBRD financing 40Mw solar in Jordan .... Eolus OK'd for 330Mw wind project in Norway .... Ford to install wind, solar at dealerships .... FERC rejected rehearing on TX LNG export project .... Colo's emissions reductions success negated by oil/gas boom: study .... EC scrapped science advisor position. (Right, who needs science advice from scientists? Amazing.)

G20 MEET IN AUSTRALIA OVER WEEKEND. Putin brought some warships .... Russia threatening France with 'grave consequences" if it doesn't deliver warships. (Can't because of sanctions.) .... Russia turn to China currency .... US Navy deployed 1st laser weapon in Persian Gulf .... What a world.

FRIDAY OPEN .... Market flat, mixed, Naz down 14. Volume normal. WTI over $75, Brent over $79 .... (stock #s in %) WWPW up 53. MMMW up 29. SENY up 21. SKYS up 20. AMLM up 18. GEVO up 15. LSCG up 12. NTCXF up 8. SOPW up 7 after reporting. NENE up 5 .... ABGB down 38, new low with volume after reporting. CLNT down 11 after reporting. WEST down 10 with news. AWSL down 10. PLUG down 9. QTMM down 6.

Thursday, November 13, 2014

THURSDAY CLOSE .... Market up 40/5/1. Volume slightly light. WTI under $75, Brent under $78. US natgas down to $4.05 .... ISIS to "work" with al Qaida in Syria. ISIS minting coins. And yes, another NATO air intercept of Russia aircraft in Baltics .... (stock #s in %) BOPO, PTOS up 41. CSOL up 31. VSPC up 16. SKYS up 14 (new). BFRE up 14. SENY up 12. QTMM up 9. NENE up 8 with update. WTWO flat, intraday double .... WWPW down 34 with volume. CBEH down 23. URRE down 19 with volume. AMLM down 16. AMTX down 14, new low after reporting. XDSL, SWET down 14. CSGH down 11. ABGB down 10 with volume. AMSC down 10, new low with volume. (Again, it's sad that the world can't afford superconduction. Or maybe there's just not enough economic strategic metals for large-scale production.) KNDI, LYSDY down 10. CSUN down 9, new low. CSIQ down 8 with volume. NTCXF down 7 with volume. RVLT down 4, new low. LSCG down 1, new low with news.

GLOBAL CO2 EMISSIONS UP 2.6% IN '13, RECORD HIGH 33 GIGATONS .... Global low-carbon investment $500B in '13. Expected to double by '20. But to prevent more than 2*C temp rise, investment should be 4x what it is now: IEA .... US Fed court rulings faulting admin for not giving climate concerns enough scrutiny in coal mining leasing decisions will stand .... ~40% of world's 6000Gw power gen capacity set to retire over next 25 yrs .... OPEC cut production 226Kb/d last month. Sauds cut somewhere between 69-150K .... EIA expects WTI avg. price ~$78 next year. Down $17 from last month's prediction .... Purdue researchers demo'd new biomass-to-liquid fuel process .... Global clean/renewable subsidies to hit $230B in '30: analysis .... Vestas 52Mw order from Inner Mongolia .... 343Mw solar under construction in Algeria .... French consortium to start 300Mw 1st phase of Europe's largest solar park .... Yingli Spain supplying 5Mw for Bolivia's 1st solar project. World's largest storage-equipped solar/diesel hybrid project .... Sun Ed (SUNE) partnering with Philippine comp for 300Mw solar project .... US expects to earn $5-6B from DOE loan guarantee program .... Sky Solar (China) $44M US IPO .... Trina supplying 28.5Mw for UK solar projects. All online by March 31.

THURSDAY OPEN .... Market up 86/25/5. Volume normal. WTI over $75, Brent over $78 .... (stock #s in %) BOPO up 41 with volume. CSOL up 31. AMPD, BFRE up 14. SENY up 12. NENE up 11 on update. ASTI up 7 with volume .... WWPW down 56, new low with volume. CBEH down 16. SWET down 15. LYSDY down 14. AMTX down 14, new low. ABGB down 12, new low after reporting. LSCG down 11, new low. KNDI, CHGT down 10. AMSC down 8, new low. CSIQ down 7 on weak guidance. QTMM down 4.

Wednesday, November 12, 2014

WEDNESDAY CLOSE .... Market flat, mixed, Naz up to record high. Volume light. WTI under $77, Brent under $80. US natgas down to $4.20. Central banks setting up world for bad times: Stockman .... (stock #s in %) NGLPF up 38. MKBY up 22. SWET up 21 with news, volume. GEVO up 20 with volume. CABN up 20 with volume after reporting. CHGT up 19 with volume. XDSL up 16. CREG up 15 with volume. AMLM up 14. PANL up 14 with volume. NAMG up 13. AMPD up 12 .... DSTI down 55. PTOS down 31 with volume. PLUG down 16 with volume after reporting. LTBR down 12 with news. PRHL, BFRE down 12. CSIQ down 10 with volume after reporting. WEST, BLDP down 8 with volume. NTCXF down 7 with news. ABGB down 7 with volume. KNDI down 6 after reporting. AMSC down 5, new low with volume. (Can the world afford superconduction at scale?) LSCG down 5.

US, CHINA AGREEMENT ON NEW CO2 EMISSIONS TARGETS. China commitment to stop emissions growth by '30 .... US shale boom masks threats to world oil supply: IEA .... Satellite data may underestimate planetary warming 30%: study .... East Europe countries "categorically reject" IPCC climate goals .... Solar roadway test in Netherlands. 230-ft of bike path. Solar panels set in concrete topped with heavy glass. Square meter generates 50-70Kwh/yr. $3.7M test to run 3 yrs .... Think tank calling on Australia to cut emissions 40% .... Colo city can't enforce fracking moratorium during appeal: judge .... Residential solar power, storage market could near 1Gw by '18: IHS. 90Mw this year .... Avg. price of lithium-ion batts down 20% this year .... US oil imports from OPEC down from 6Mb/d in '08 to over 3M this year. Imports from Mideast down just 12%. Most reduction from Nigeria, Algeria, Angola, Venezuela .... SAS Air, Norwegian Air flew with 48% biofuel blend. Want to get to forest feedstock. These flights with used cooking oil .... Scania to deliver 1.5K biodiesel trucks this year .... Russia intro'd reduction of export duties on oil, light oil products over 3 yrs. Increase in mining, oil/gas extraction tax, export duties for fuel oil. Small, medium refiners will close. Belarus to benefit from changes. (A way for Putin to start getting Belarus back.) .... Kazakhstan using National Fund to stabilize its econ with lower oil prices. (Surprised Putin not helping.) .... Magnesium-ion to replace lithium-ion batts soon. 12x energy density of lithium, 5x charge-discharge efficiency .... Britain facing winter brownouts, blackouts .... Vestas to supply 200Mw First Wind project in TX. 2Mw turbines. Late '15 deliveries. $254M financed .... CB&I contracted for Calpine 760Mw combined-cycle natgas plant in PA .... GE to start building 100Mw Kenya wind farm in '15. $300M. 18-month build. Kenya target 5Gw more powgen by '17. 1.7Gw now .... Enel Green, Endesa Chile $2.3B contract. $611M to develop 307Mw wind, solar power. Then green certificate sales. 2 wind, 3 solar farms .... Pattern Energy (PEGI) buying 182Mw TX wind farm for $123.8M from Pattern unit .... Sky Solar (China) delayed US IPO 2nd time, cut amount sought 2/3 .... China planning to install up to 8Gw small solar systems this year. Over 10x of '13 .... Distributed power market est. to grow to $182B by '23 .... CSIQ record high 3Q .... DONG got lease to build 700Mw wind farm offshore Isle of Man .... Aalborg, NEST developing concentrated solar direct steam power storage system .... Kandi (KNDI) 3Q. Revs up 157% yoy to $44M. EV parts sales up 107% over 2Q to $35M. GAAP net up 274% to $13M, adjusted to $5M, 12 cents EPS .... Coal, oil will plateau by '40: IEA .... E85 sales to at least double over next 10 yrs: report .... Cal record tomato harvest defying drought .... Hyundai, Kia to expand fuel efficiency lineup.

RUSSIA BOMBER PATROLS TO REACH GULF OF MEX .... Norway F-16s intercepted Russian SU-34s .... Kurds blocking ISIS supply road to Kobani .... Iran refused UN nuke expert entry over nationality.

WEDNESDAY OPEN .... Market down 52/5/5. Volume normal. WTI over $77, Brent over $81. 6 banks to pay $4.3B fines for currency rigging. EU slowdown. Russia troops in Ukraine: NATO .... (stock #s in %) NORX up 40. GEVO up 22 with volume. XDSL up 16 with news. NAMG up 15 .... ASPW down 66. BFRE, WTWO down 25. LSCG down 23, new low. PWDY down 21. PRHL down 19. PLUG down 17 after reporting. ECAU, PTOS down 14. SSOL down 12 with volume. LTBR down 9 with news. CSIQ down 8 with volume after reporting. QTMM down 7. ENPH down 4. NTCXF down 4 with news.

Tuesday, November 11, 2014

TUESDAY CLOSE .... Market up 1/8/1. Volume light. WTI over $77, Brent over $81. US natgas up to $4.25. World wide web doing $1.3T/yr? (My take from Obama "may web be neutral" story.) US behind G7 in bank accounts. (That can't be good, can it, America?). US all clear of ebola. (That's good.) .... (stock #s in %) DSTI up 122. ECAU up 40. PRHL up 19. IFXY up 15. SPIR up 12. LYSDY up 10 .... ALTI down 23. WTWO down 20, intraday double off bottom. CHGT (new - 3d printing) down 17 on news. PWDY down 15. NORX down 14. PSON, CABN down 13. MMMW, AMPD, ASPW down 11. MKBY down 10.

G20 COUNTRIES SPEND $88B/YR ON FOSSIL FUELS EXPLORATION .... Fukushima radiation found off California coast .... Hawaii El to fix solar power backlog by April. Advanced inverters to help. 300Mw on grid now. 546Mw expected by end of '16. $300K investment in inverter testing may save HE $20M in avoided transformer upgrades. About 11% of HE customers have rooftop solar. US avg. .5% .... US natgas production up 7.9% over '13. Over 72BCF/d by yearend. Stocks 7% under 5-year avg .... Ukraine extended shale exploration license for UK firm by 5 yrs. '13 production 9.7Kb/d .... LNG export terminal project in N. Brit Columbia could cost up to $35B .... Bakken breakeven $60-80/bl: analyst .... TX Oil/Gas Assoc filed case v. Denton fracking ban .... Missouri shut down biodiesel fraud scheme .... Malaysia comp to export 100K tons biodiesel/yr .... 849 new biofuels jobs in 3Q .... Scientists at Queensland U Tech developing inexpensive supercapacitors in tandem with normal batts to increase EV acceleration, recharge batts in minutes. Graphene electrodes .... EDF Canada building 74Mw wind project in Ontario. Online end of '15. $154M. Last of 7 projects with utility .... Renewable Energy Systems building 2 19.8Mw batt storage units near Chicago to boost grid stability. August completion. BYD America lithium iron phosphate batts .... Jinko Solar, Wells Fargo $20M credit agreement to support Jinko US biz .... Ormat buying parent comp in all stock deal .... EPA watchdog calling out its own office for charge card use .... Fossil fuels return $1.30 on the dollar, clean/ren energy $2.50 .... Chile raised clean/ren target to 20% by '25.

ISIS SAYS IT CAPTURED 2 SYRIAN NATGAS FIELDS last week in Homs Province .... Iraq forces retook most of Beiji (oil refinery town) .... Libya's supreme court declared Tobruk govt unconsitutional. Unelected Islamist parliament in Tripoli. Oil production/exports anywhere between 400-800Kb/d. Maybe .... Iran ordered 2 new nuke reactors from Russia. Plans for 9 total .... Gazprom deal with China for 30BCM natgas pipeline from W. Siberia. Almost as big as deal for E. Siberian gas earlier this year .... Russia state bank got $2B loan commitment from China .... Russia to allow ruble to float .... CNPC to buy 10% stake in Siberian oil field majority owned by Rosneft .... China, Canada signed nuke energy coop MOU.

TUESDAY OPEN .... Market up 14/3/1. Volume slightly light. WTI over $77, Brent over $81. Afghan police turning to opium, $6/day salaries delayed. US vets suing banks over finance in Iraq war .... (stock #s in %) ECAU up 40. NAMG up 21. WEST up 12. ABAT up 3 with news. TSLA up 3 .... PWDY down 21. WTWO down 20. VSPC down 14. MKBY down 11. DPSM, MGPHF down 10. MMMW down 8. ENPH down 5. NTCXF down 3. SCTY down 2.

Monday, November 10, 2014

MONDAY CLOSE .... Market up 39/19/6. Volume slightly light. All new highs. WTI over $77, Brent over $82. US natgas $4.37, first drop in a while. (Interesting with cold snap coming.). Iran: ready to help Iraq fight ISIS. (And gain more control of Iraq?) .... (stock #s in %) ASPW up 79 with volume, day 3 of jump over 50-day lines. GPRC up 33. URRE up 32 with volume. AXPW up 21. CABN up 16. PALAF up 14 with volume. AMLM up 12. BLDW up 10. LSCG up 9. NTCXF up 5 .... KIOR down 66, new low with volume with bankruptcy filing. IFXY down 24. NAMG down 22 with volume. PRHL down 16. KNDI down 13 with volume. HYGS down 12 with volume after reporting. CNTO, MDDD down 11. QTMM down 9. MMMW down 9 with news. BFRE, LYSDY down 7, new lows. ENPH down 4. NENE down 2.

"GOVERNMENT WON"T BE ABLE TO COME TO RESCUE AT 'LAST MINUTE'" : HANK PAULSON on global warming climate change. Wants action now to avert disaster .... CO2 directly increases allergy-causing pollen: study .... Drought makes smog worse in LA .... Cameron: UK may create sovereign wealth fund to invest future proceeds from shale oil/gas production. (Selling fracking.) .... Solar Power (SOPW) to supply 2 solar projects in China. 80Mw total. Online 2H15. Also raised $48M in private placement for rooftop solar projects .... Natcore (NTCXF) ready to finance up .... Sunpower (SPWR) buying Solar Bridge - microinverters .... Canadian Solar (CSIQ) to build 4Mw of lith-ion batt storage for Ontario grid .... TX utility plans over $2B batt storage fix for wind, solar flux .... Deploying up to 5Gw batt storage on grid would help reduce customer bills by spending less for new power plants, grid distribution: Brattle Group .... Grid power storage expected to surge to over 20Gw, up to more than $15B/yr by '24. 538Mw this year: Navigant .... Biofuels now 1% of global energy use: report .... EPA, DOE released '15 fuel econ guide for cars .... 2/3 of '15 vehicle models include E15 in user manuals, warranty statements: RFA .... 2nd oil discovery offshore Senegal .... Calpine completed buy of 809Mw 11-year-old natgas combined-cycle power plant in Mass for $530M plus adjustments .... Peru got $70M loan from Japan agency for 2 hydropower plants, total 32.8Mw. Japan has financed over $800M of infra projects in Peru since '08 .... Dominion bought 50Mw Utah solar project from Juwi. Online 2H15 .... 2 comps to build 6Mw biomass power plant in Japan. $35M. Online 1H16 .... NTPC got $106M investment for wind project .... Ex-Im Bank OK'd $200M for clean/renewable power exports in '14 .... China Power Investment to develop 96Mw wind power in Shandong .... Neo Solar $5M loss 3Q14 .... Theolia (France) to raise E60M for wind power development .... 6-month cod fishing restriction imminent .... Clean/renewable power investment down 70% in Australia.

MONDAY OPEN .... Market up 24/10/3. Volume normal. WTI over $78, Brent over $83 .... (stock #s in %) ASPW up 26 with volume. URRE up 19 with volume. PALAF up 16 with volume. ZNNMF up 14. CSIQ up 5 with news. CREE up 3 .... KIOR down 51, new low, bankruptcy filed. XSNX down 20. PRHL down 17. CBEH down 16. IFXY down 13. AMPD down 11. PSON down 10. QTMM down 6.

Friday, November 7, 2014

FRIDAY CLOSE .... Dow up 19, Naz down 6, SP flat. Volume slightly light. WTI over $78, Brent ~$83. US natgas up to $4.46 (Cold spell coming, let alone winter.) .... US record consumer borrowing. US Supreme Court muddled up Obamacare over tax creds. Russia central bank support for ruble; sent troops, tanks into Ukraine. (There you go, Vlad. Keep up your insanity.) US tested ballistic missile defense system. (Yea, pards, remembering the cold war. Or memorializing? Woo hoo.) .... (stock #s in %) WWPW up 74 with volume. BFRE up 40. URRE up 23 with volume, news. CBEH up 22. AMPD up 21. AQNM up 20. ASPW up 18 with volume. WEST up 17 with volume. SZYM up 15 with volume on rebound. PALAF up 14 with volume. ACFN up 14 with volume on rebound. PRHL up 11. HYSR, LEOM up 10. RBCN up 9. QTMM up 5. NTCXF up 4. ENPH up 3 .... DSTI down 55 after jump. CSGH, GPRC down 26. CCTC down 15. AMSC down 14, new low with volume. QTWW down 11. FSLR down 10 with volume, news after reporting. BLDW down 10. LSCG down 5, new low.

US OIL DRILLERS SCALING BACK DRILLING PLANS for new wells next year because of lower oil prices .... Iraq Kurds have 12B bls oil, 25TCF natgas. Hungary signed deal to buy some of that oil. Major oil comps sending folks back there. Kurds want to boom production to 1Mb/d in '16 from 100K now .... US sending 1.5K more troops to train, advise, "assist" Kurds. (Right back in the scrum.) .... ISIS sees Turkey as ally .... BP lost court appeal on liability in Gulf of Mex spill .... UK approved up to 750Mw for Dong's Irish Sea wind power project. Dong planning 660Mw. 6-8Mw turbines .... India will need $250B foreign investment to meet clean/renewable power goals, upgrade grid .... Sempra, Con Ed buying 75Mw wind farm in Nebraska .... 18K new US clean power jobs in 3Q .... EPA released new state "carbon budgets" under power plant emissions proposal .... USDA approving sales of GMO potatoes. (Watch those fries.) .... Global warming climate change boosting levels of ozone-depleting chem: study .... More troops exposed to Iraq chem weapons than previously thought: Pentagon .... Regional Japan officials OK'd restart of 2 nuke power plants .... Happy weekend, pards.

FRIDAY OPEN .... Market down 9/17/1. Volume normal. WTI over $78, Brent over $83. 214K new US jobs in Oct. .... (stock #s in %) WWPW up 77. URRE up 20 with volume, news. SZYM up 18 with volume on rebound. DPSM up 13. ACFN up 11 on rebound. NTCXF up 7. QTMM up 4 .... DSTI down 55. CBEH, GPRC down 26. AMSC down 11 with news. QTWW down 11. FSLR down 10 with volume after reporting.

Thursday, November 6, 2014

THURSDAY CLOSE .... Market up 70/17/7. New highs. Volume a little light. WTI $78, Brent over $82. US natgas $4.27. US productivity up more than forecast. OPEC cut oil demand outlook .... (stock #s in %) DSTI up 118. ASPW up 33. CCTC up 29. PTOS up 24 with volume. ZAAP up 21. BLDW up 20. ASTI up 19 with volume. TMEN up 17. LEXG up 16. CSGH up 15. LTBR, RGSE up 14. WEST up 13. MDDD, MGPHF up 11. ABAT up 7. TSLA up 4 with volume after reporting .... SZYM down 58 with volume after reporting, downgrade. LEOM down 13. BSRC, DPSM down 11. HYSR down 11 with volume. ACFN down 9, new low with volume. SCTY down 5 with volume.

SOLAR WILL BE WORLD'S LARGEST SOURCE OF EL BY '50: IEA .... PV solar module prices down 80% since '08 .... Founder of Sunpower: costs of PV solar cells fall 20% with each doubling of global manufacturing capacity .... Lazard Capital: unsubsidized solar costs expected to fall to $60/Mwh in next 2 yrs. Cheapest natgas $61/Mwh. Coal $66 .... Scientists unsure why N. Pacific unusually warm .... China plans to cap CO2 emissions from steel, cement producers by '20 .... Tesla (TSLA) speeding up timeline on battery "gigafactory" production .... Multiple mini power plants planned near Marcellus gas wells .... US gasoline inventories lowest in last 2 years. Shortages could develop .... Attacks on Libya western oil fields reportedly shutting in 300Kb/d production .... Report of terrorist attack in E. Saudi Arabia .... EU lowered econ growth forecast to 1.3% this year, 1% in '15 .... Pressure building on EPA to back down on ethanol emissions test procedures .... India national railroad to start using 5% biodiesel blend .... France holding up warship deliveries to Russia .... BHP Billiton to export US oil condensate without permit .... Rice U. chemists discovered molybdenum disulfide both generates, stores hydrogen fuel .... Pattern Energy (PEGI) to develop 300Mw First Nation wind farm in Ontario .... Enel Green Power completed 150Mw wind project for ~$250M. Origin Wind Energy owns .... Aquion Energy got $36.8M from investors to expand saline battery production, increase marketing. Costs ~ same as lithium-ion batts, no toxic metals, no overheating. Ideal for rootop solar storage .... Trina supplying 7.8Mw of panels for 10 rooftop projects in Thailand ....Solazyme (SZYM) facing delays at Brazil plant, says sales next year will (severely) miss estimates .... Swiss trimmed solar FITs up to 23% .... SSE to sell 25% stake in 664Mw offshore wind farm ....UK wind power 12.3% of Oct. total .... Hareon Solar plans 900Mw new solar in China .... DOE $65M to improve fracking, CO2 capture techs.

THURSDAY OPEN .... Dow up 37, Naz down 7, SP down 1. Volume a little heavy. WTI over $77, Brent over $82. ECB kept rates unchanged. German factory orders less than forecast. Ukraine says Russia sending in troops. NATO jets intercepted Russia spy plane: Latvia. Obama wants $3.2B to fight ISIS .... (stock #s in %) WWPW up 99. CCTC up 29. ASTI, BLDW up 20. AMLM up 17. DPSM up 16. LEXG up 12. PRHL up 11. TSLA up 6 with volume after reporting. CSIQ up 6. QTMM up 2 .... SZYM down 47, new low with volume after downgrade. BFRE down 26. CSGH down 24. EVSI, NAMG down 22. LEOM down 12. BSRC down 11. SCTY down 4 after reporting. ENPH down 2.

Wednesday, November 5, 2014

WEDNESDAY CLOSE .... Dow up 100, Naz down 2, SP up 11. New Dow high. Volume normal. WTI over $78, Brent over $83. US natgas up to $4.19. US employment up in Oct: ADP. Nicaragua's "sugar king" 1st billionaire .... (stock #s in %) IFXY, PSPW up 30. GPRC up 28. CRCL up 20. CSGH up 17. CBEH, UBRG up 15. BFRE up 10. LEDS, RVLT up 9. QTMM up 7 with volume. ALTI up 7. LSCG up 1 after new low .... PPRW down 58. WWPW down 41, new low. BOPO down 24. ENPH down 22 with volume after reporting. BLDW down 20. PTOS down 19. CABN down 16. NAMG down 16, new low. CNTO down 15. AXPW down 14, new low with volume. AMLM down 13. CCTC, MDDD down 12. EWRL down 11. JUHL, PRHL down 10. ABGB down 9. NTCXF, SOPW down 8. SCTY down 4 with volume after reporting. SUNE down 4 after reporting. TSLA down 3 after reporting.

ISIS ATTEMPTING TO SEIZE PORT OF LATAKIA to continue marketing their oil. (I know. US/coalition airstrikes were assumed to have blown up ISIS oil production.) .... Russia test-fired ICBM from sub. (Yes, we know you have ICBMs on subs, Vlad. Chill, man.) .... Ukraine to halt subsidies to reb-held areas .... Denton, TX fracking ban passed. 2 Cal counties passed fracking ban, 1 didn't. 1 of 4 fracking bans passed in Ohio .... Fracking, other new oil/gas extraction techs not only poison ground, surface water, but also air with 8 harmful chems including benzene: Environmental Health .... Spending on wastewater treatment for fracking may triple by '20: Bluefield Research. $138M this year. Also expected to double amount of water treated, reused .... N. American Electric Reliability Corp urging EPA to delay 1st deadline for power plant emissions. Need replacement power in place before shutting down coal plants. 1st proposed deadline in '20 .... GMO labeling initiatives lost in Colo, Ore .... Smog reducing grain yields in India: study .... Climate change driven migration increasing disease risk in Ethiopia .... Jersey City planning $2B sea wall .... Calif $750B water bond approved .... Pure canola biodiesel emissions worse than fossil diesel on human lungs: Science Network .... FERC approved PA to NY natgas pipeline .... LNG export terminal proposed in Nova Scotia .... Victoria U. divesting fossil fuels comps .... Scientists discovered new way to break down woody waste from biofuels processes .... Alstom E57M contract to equip 600Mw pumped storage power plant in China .... 1st unit of 467Mw natgas combined-cycle plant went online in China .... Fuel Cell Energy (FCEL) sold 8.4Mw to S. Korea partner .... Vestas 50Mw order from China comp. 2Mw turbines .... Abengoa $393M order to build 215Mw biomass plant in Belgium. Wood chip, ag residue feedstock .... Ormat to build $22.3M heat-to-energy system at natgas compressor station in Utah .... Pattern Energy (PEGI) to co-develop 300Mw wind project in Canada .... 1st spent fuel rods removed from Fukushima.

WEDNESDAY OPEN .... Dow up 70, Naz down 7, SP up 3. Volume normal. WTI over $78, Brent over $83. US earnings beating estimates most in 4 years. Ukraine rebels say truce cancelled. Ruble another record low .... (stock #s in %) XWES up 31 on buyout by ENOC. SSOL up 22. GTATQ up 11. PEIX up 8. MMMW up 7. QTMM up 5 .... PPRW down 58. LSCG down 20, new low. PTOS down 19. ENPH down 18 with volume after reporting. CNTO down 17. CBEH down 16. GSFVF, NAMG, PSON down 12. ABGB, OESX down 11. SCTY down 6. AXPW down 5, new low. NTCXF down 5.

Tuesday, November 4, 2014

TAKE FOOTBALL TO MOSCOW.

TUESDAY CLOSE .... Market flat, mixed. Didn't check volume (several extra steps I didn't feel like doing, sorry. Had to vote, shop.) WTI ~$77, Brent over $82. (I know. What's going on?!. Yea, the investment banks pulled out but jeeze leweeze! Sauds squeezing frackers?) US natgas up to $4.12. US exports down. US deficit 2.8% of GDP. (US debt over 100% of GDP.) Red Bull fuels ISIS at Syria border trade. US war gear missing in Afghanistan .... (stock #s in %) BOPO up 53 with volume. CNTO up 25. PRHL up 24. MDDD up 19. MKBY up 14. CABN up 13. LEOM, WEST, JUHL up 11. SOPW up 8 .... BLQN down 33. CBEH down 22, up 8x on year. CSOL down 15, new low with volume. MKTY down 13. CERE down 11, new low with volume. TPLM down 10, new low with volume. URRE, ZAAP down 10. NTCXF down 9. AXPW down 9, new low with volume. LSCG down 8, new low. CJES down 7, new low. CDTI down 4 on 10x volume, news. BFRE down 2 with volume.

WORLD MAY HAVE TO CUT GHG EMISSIONS TO ZERO BY 2100 to save Earth, ecosystems, flora, fauna, critters and life as we know it: UN report .... Amundsen Sea portion of W. Antarctic ice sheet in process of irreversible collapse. Global sea level rise of over 3 feet from loss of this portion alone .... Avg. annual ice loss in northeast portion of Greenland ice sheet over 10B tons '06-'12. Many climate models haven't considered this area in sea level rise projections because of long-term stability .... World experienced 261 weather-related disasters in '13. Record 41 events with at least $1B damage .... In dry years, Amazon basin emits CO2 .... Peshmerga "heavily shelling" ISIS in Kobani .... US fining Hyundai, Kia combined $300M for overstating MPG .... Energy Policy Act of '05 exempted oil/gas industry from fed enforcement of Safe Drinking Water Act, Clean Water Act, National Environmental Policy Act. (I did not know that. Washington sure is crafty. Looks like they knew something about fracking before we did. Well, states can step up. Yea, sure, states. And munis. Some are.) .... Malaysia's sustainable palm oil certification program starts in Jan .... Sunpower (SPWR) to build 160Mw/yr panel factory in S. Africa .... Abengoa (ABGB) to buy out Bright Source stake in Cal thermal solar project .... 1.05Gw solar contracts let in Brazil auction. All must go online by Oct '17 .... BluEarth raised C$81M to buy, develop hydropower, solar, wind in N. Am .... EIB consortium lending 150M Pounds for UK waste recycling, energy-from-waste plant .... Global CO2 emissions from fossil fuel burning, cement production 60% more than '90 in '13 .... Startup turning CO2 into "fish oil" .... LA upped lawn removal payout.

TUESDAY OPEN .... Market down 65/23/10. Volume normal. WTI under $77, Brent under $83. Sauds cut Dec crude prices for US, Asia prices up. EU cut growth outlook .... (stock #s in %) BOPO up 69. BSRC up 22. ZNNMF up 14. LEOM up 11. SENY up 10 .... CBEH down 26. LSCG down 16, new low. BFRE down 12. EVSI, MKTY down 11. LYSDY down 11, new low. TPLM down 9, new low. CJES down 7, new low.

Monday, November 3, 2014

MONDAY CLOSE .... Market mixed, flat. WTI over $78, Brent over $84. US natgas $4.02 .... BLDW up 38. ABAT up 37 with volume, news. PTOS up 24. DPSM, CBEH up 23. ZAAP up 15. BBLU up 14. PSON up 10. QTWW up 9. PLUG up 9 with volume. FCEL up 8 with volume, news. NTCXF up 8 with volume. ALTI up 6 .... CNTO down 20. PRHL down 19. BSRC, XDSL down 14. SWET down 13 with volume. LMRMF down 10 with update. MMMW, SOPW down 9. ASTI down 8. BFRE down 7.

FOSSIL FUEL CAPS URGED BY SCIENTISTS CONCERNED WITH GLOBAL WARMING CLIMATE CHANGE .... Ozone hole steady over Antarctic .... US crude production hit 8.97Mb/d last week: EIA .... OPEC production up 53Kb/d in Oct .... US consumers saving ~$250M/d from lower pump prices v. '13 .... Earliest snow ever recorded in S Carolina .... Pro-Russian separatists in E. Ukraine held election over weekend to set up their government. Kiev called it violation of ceasefire agreement .... Ruble down 23% on year v. dollar, 9% in last 3 weeks. Russians fleeing ruble .... Repsol major oil discovery in deepwater Gulf of Mex. Less than week after Chevron discovery in same area .... Gamesa sold 82Mw of Greek wind projects (2) .... Ormat contract for 35Mw geothermal project in Africa .... Brazil comp OK'd to turn on 27Mw wind plant .... Brazil auction: over 1.65Gw of solar, wind awarded. 31 solar projects.

MONDAY OPEN .... Dow down 43, Naz up 14, SP flat. Volume slightly heavy. WTI $80, Brent over $85. US manufacturing up in Oct. China services sector slower. Russia simulated attack on Denmark late last week .... (stock #s in %) PPRW up 138. CSGH up 37. GWBU up 23. HYSR up 18 with news. DPSM, CCTC up 17. LEXG up 11 after update. POLR up 10. PLUG up 9. ABAT up 8 with news. XSNX up 7. NENE up 4. SCTY, SUNE up 2 .... CRGE down 15. XDSL down 14. VOIL down 12. CDTI, SOPW down 10.

Friday, October 31, 2014

FRIDAY CLOSE .... Market up 195/64/23. New highs. Volume heavy. WTI over $80, Brent under $86. US natgas $3.89 .... ISIS massacred 600 in Mosul. Jihadists flocking to Iraq, Syria on "unprecedented scale": UN. Russia surprise interest rate increase failed to stem ruble drop. Congo story too horrid to tell .... (stock #s in %) LSCG up 42 with volume. GTATQ up 30. SOPW up 29. BSRC up 23. SRWRF up 21 with news. WTWO up 20. LEXG up 12 with volume. KIOR up 12. PEIX up 11. QTMM, SZYM up 10. FCEL up 10 with volume. AMSC, NTCXF up 9. MXWL up 9 with volume after reporting. CSIQ up 7. SPWR up 7 with volume, news. ABGB, FSLR, SCTY up 5 .... BLDW down 32. GPRC down 23. CDTI down 20 with volume. SWET down 20 with volume. PTOS down 20. ACFN down 18, new low with volume, news. RGSE down 13, new low with volume. BFRE down 5.

UK GREEN BANK MOBILIZING OVER 5B POUNDS FOR CLEAN POWER .... Solar power on track to be as cheap as or cheaper than other power sources in 47 US states in '16 assuming no change in tax credits: Deutsche Bank .... US flood insurance program can't escape mounting debt from past storms .... Dept of Homeland Security holding series of briefings on ongoing cyberthreats to power utility control systems .... Fewer geese migrating south for winter. More staying in Alaska .... Salt poisoning 2K hectares/day of global farmland. Cutting crop yields in some areas up to 70% .... Intl commission failed to approve US-backed Antarctic ocean preserve .... China steel mills temporarily shut down to clear smog .... 10% of Oklahoma quake surge comes from fracking: state scientist. (So. 90% or more coming from what?) .... Solar World Americas (OR) $10M module plant expansion - 380Mw to 530 - on increased demand. 200 more jobs .... Philippines needs to import 200M of 300M liter ethanol blend mandate this year .... 392Mw Ivanpah concentrated solar plant in Cal producing under 40% of projected 1M-plus Mwh/yr. $1.6B DOE loan guarantee. Also using 60% more natgas in aux boilers than projected. Bright Source built it. NRG Energy, Google owners. "Weather has been worse than expected": Bright Source. (Maybe smoke from wildfires?) .... FLS Energy started on 21Mw solar in N. Carolina .... EC 647M euros for Euro power projects. 75M for interconnection, smart grid, natgas storage projects. EC to spend 5.85B euros on power infra through '20 .... Siemens to support 12 Mid American wind farms in Iowa. Over 2.2Gw .... Renewables to be 47% of UK infra spending through '25 ....E.ON planning 27Mw wind farm in Scotland .... Sinovel cut net loss to $71M .... EDP bailed out on Brazil power auctions .... DONG net up 11% YTD .... Onward and upward, pards.

FRIDAY OPEN .... Market up 180/58/18. New indeces highs. Volume heavy. WTI over $80, Brent ~$85. Ukraine, Russia natgas deal. Japan QE. Day 3 of Russia v. NATO over Baltic. UK started paying off WW I debt. Shadow banking $75T .... (stock #s in %) SSOL up 21. WTWO up 20. SOPW up 17. XDSL up 14. VSPC up 13. AXPW up 12. LEXG up 12 with volume. SPIR up 11. QTMM up 10. SPWR up 8 with news .... PSPW down 54. GPRC down 46. PTOS down 19. CDTI down 12.

Thursday, October 30, 2014

THURSDAY CLOSE .... Market up 221/16/12. Normal volume, indeces back near highs. (You know what that means. Neither do I.) WTI under $81, Brent under $86, Gold back under $1,200. US natgas $3.82 .... Israel closed access to dome of the rock mosque. Abbass called it "declaration of war". Israel to reopen site .... Rubel jump .... Sweden recognized Palestinian state .... Merkel to make non-Germans pay for autobahn use .... What a world, kids ....(stock #s in %) CDTI up 132 with volume, news. Really? PTOS up 46. CNTO up 28. LSCG up 18 with volume after new low. SWET up 16. VECO up 13 with volume after reporting. SOPW up 11 with volume. SCTY up 3 .... WSGP down 48. BFRE down 39. NAMG down 32. SSOL down 29 with volume. CSGH down 28. CBEH, LEXG down 25. BWEN down 18 after reporting. CABN down 18, new low with volume. ASPW, PSON down 14. AXPW down 13, new low with volume, news. BOPO down 12 with news. XDSL down 12. GTATQ down 11. CPWY, MKTY, RGSE down 10. QTMM down 9. MMMW down 8.

NATO: "LARGE SCALE" RUSSIA AIR ACTIVITY IN EUROPE AIRSPACE .... Groundwater supplies under world's driest regions nearing point of crisis: NASA scientist .... Shanghai letting Tesla owners register cars for free. Saves $12K each .... Solar Power (SOPW) buying Shanghai's All-Zip Roofing for $54M .... DOE $10M for wave, tidal power tests .... Southern pine beetle detected in NY for first time .... Atmospheric CO2 increased in 3 bursts after last ice age .... Chile passed carbon tax .... Residents evacuated after Ohio frack well explosion .... EPA refinery rule offers "no real benefits at enormous costs": oil industry .... Air tests near fracked wells find carcinogen levels above limits .... Trillions of gallons of drinking water in US lost from crumbling pipes. (Faucet filters, pards. Or house filter.) .... Rail delays putting US east coast refining in jeopardy: Monroe Energy (Delta Airlines.) .... China oil demand Sept 10.35Mb/d. Up 7.4% over '13: Platts. (They buy big and store it when prices drop.) .... Argentina biodiesel exports up 44% on year through Sept .... Green Plains (GPRE) record 3Q ethanol production - 247M gal. Net up 4x to $41.7M .... Nigeria halted licensing of independent power projects except for "good cause" .... Canadian Solar (CSIQ) 3.1Mw solar project for Nicaragua industrial park. Online by yearend .... Axion Power to supply energy storage, frequency regulation for 9.1Mw solar project in Pennsylvania. To sell power to school district .... Brazil increased cap on el rates for hydro, thermal power projects for next month's auction. $67/Mwh (164 reais) for hydro of 50Mw or more. 209 reais for thermal. 137 max for wind, solar .... Sun Ed (SUNE) got 150Mw from Karnatake tender .... EIB 100M euro loan to upgrade Ireland grid .... Denmark expects to install 2.24Gw more wind power by '20 .... Russian court ordered seizure of oligarch's oil stake. (Could call him an oilgarch, Vlad. So what does that make you?) .... Virginia person suing Obama over ISIS airstrikes. Violates Constitution. Yea? Whose Constitution?

THURSDAY OPEN .... Dow up 132, Naz down 18, SP down 1. Volume normal. WTI over $81, Brent over $86 .... US GDP up 3.5% in 3Q. Strikes crippling Germany. NATO fighters intercepted Russian jets: Latvia. Iraqi Peshmerga now in Kobani .... (stock #s in %) CDTI up 73 with volume, news of breakthrough. WTWO up 20. KIOR up 13. LSCG up 13 with volume after hitting new low. SWET up 11. SOPW up 7 with news .... WSGP down 48. BFRE down 38, day 2 of fall. CSGH down 28. NAMG down 26. CABN down 24. BWEN down 19 after reporting. PEIX, PSON down 14. PWDY, XDSL down 12. MGPHF down 11. GEVO down 9. MMMW down 8. NTCXF down 5.

Wednesday, October 29, 2014

WEDNESDAY CLOSE .... Market down 31/15/2. Volume a smidge above normal. Are we looking at a double/triple top? WTI under $82, Brent under $87. US natgas $3.81 .... Fed ended QE as planned. Greenspan sees turmoil. (What up, Benny?) .... Kimmy Jong executed 10 execs for watching soaps, graft .... New wave of graft in Spain .... Ukraine premier snubbed coalition offer, wants to lead talks with Russia .... Pfizer biding US aloha .... Zambia prez dead .... (stock #s in %) WSGP up 95. MGLT up 30. WTWO up 25. ASPW up 16. CPWY, XDSL, DPSM up 14. LYSDY up 11 after hitting new low. SWET, JUHL up 11. MMMW up 9. GPRE up 7 with volume .... DSTI down 44. BFRE down 41, surge over for now. SOPW down 33 back to 50-day lines with volume, news. PTOS down 31. LEXG down 30, new low with volume. PSPW down 28. LSCG down 26, new low with volume. GTATQ down 20. ECAU down 16. CCTC down 12. GERS down 11. USEI down 10, new low. NTCXF down 5. QTMM down 4.

US AIRSTRIKES DESTROYED ISIS "COMMAND NODE" IN SYRIA .... Iraq Kurds bringing anti-tank weapons to Kobani .... German AF intercepted Russian jets over Baltic .... Russia offering US help to service space station after rocket explosion .... New nanoparticle-based material converts 90% of captured light to heat. UC San Diego engineers, funded by DOE Sun Shot .... Southern's carbon capture/storage project delayed 3rd time this year as costs rise .... UK funding approved for climate modeling supercomputer .... USDA $4M to help bees in 5 states .... Minnesota mulling ban on bee-killing pesticide .... Emerging countries installing clean power almost double pace of developed countries .... 75% US voters support tax incentives for biodiesel .... Malaysia biodiesel blend going to 7% in Nov. from 5% .... ~10M gallons oil on Gulf of Mex floor from BP spill .... Samsung, Pattern Energy started building 180Mw wind project in Ontario. C$580M financed. Online end of '15. Siemens 2.3Mw turbines .... Sun Edison (SUNE) MOU with Rajasthan for 5Gw solar. Each project at least 500Mw. Rajasthan wants 25Gw solar in next few years .... SUNE got $130M loan for 69.5Mw Chile solar project. TerraForm Power (TERP) to buy. Online 1Q15 .... Gamesa 66Mw wind project in Jordan. Online early '16 .... At least 250Mw wind power to go online in Philippines in '15 .... Jinko Solar 19Mw Chile solar project. Chile solar installs up to 574Mw this year. 9Mw in '13 .... Brazil hydro dams at avg. 20% of total capacity. Power rationing next year if no rain. Spot el prices up 3x from '13 .... MUFG Union Bank taking $109M equity stake in US wind farm .... EDF, Amundi target 1.5B euros for green asset mgmt fund .... Ethiopian Electric $600M deal for solar plant in Ethiopia.

WEDNESDAY OPEN .... Market flat, mixed. Volume a little heavy. WTI over $82, Brent over $87 .... (stock #s in %) NORX, PWDY, WTWO up 25. EWRL up 16 with volume. CPWY, DPSM up 14. LYSDY up 11 .... PTOS, BFRE down 31. NAMG down 19. DSTI down 18. XDSL down 14. LEXG, ZNNMF down 10.

Tuesday, October 28, 2014

TUESDAY CLOSE .... Market up 187/78/23. Volume normal. All indeces back above 50-day lines. (I guess some leakage of what Fed will say on the morrow.) WTI over $81, Brent over $86 (Told my brother last week I didn't see W falling below $80. Not that I'm a guru or nothin. Just call what I see. Some are saying $70 bottom.) .... Ukraine's largest capital mart shut down as vote fueled rally .... US consumer confidence at 7-yr high .... China angered by US plan for anti-missile system deploy in Japan. (Um, N. Korea?) .... Feds raided multiple marijuana growing ops in Colorado. (Huh. State v. Fed law.) .... US homeownership lowest since '95 .... (stock #s in %) BLQN up 50 on 100 shares. GWBU up 33. IFXY up 31. BSRC up 23. ECAU up 20. SPIR up 17 with news. PSON up 17. XDSL up 16. MKTY up 15. PWDY up 14. MXWL up 13. CLNE up 13 with volume. ASTI up 13 with volume, news. CPWY, HYGS up 12. GPRC up 10. TSLA, ABGB, SZYM up 9. PEIX up 8. FSYS up 8 after new low. ABAT up 8. BWEN up 7. CREE, FSLR up 5. BFRE up 3, new high with volume .... AEHI down 60. BOPO down 34. DSTI down 31. LEXG down 27, new low with volume. MGLT down 23. MMMW down 22. AWSL, WTWO down 20. SWET down 18. LYSDY down 17. EWRL down 16. TMEN, GTATQ down 14. BLDW, DPSM down 12. AXPW down 9, new low with volume. NENE down 8. XSNX down 7. LSCG down 6, new low.

"SEVERE, PERVASIVE, IRREVERSIBLE" IMPACTS ON PEOPLE, SPECIES, 27 ECOSYSTEMS if we continue to pump GHGs into our atmos: pending UN report .... Drop in Amazon "greenness" raising concerns about its future as a carbon sink .... Over 75 national, state, enviro, public health. community groups urging EPA to set stricter standards on toxic air pollution from refineries .... Bunge announced zero-deforestation commitment .... Risk of severe Eurasian winters doubles with global warming .... EPA sent coal ash rule - 4 years in making - to White House .... Majority of Americans see nuke power as climate solution: nuke industry poll .... Big US banks won't finance Great Barrier Reef coal port .... 1st nuke plant restart OK'd by local Japan town .... Gulf of Mex BP spill deposited oil in "mosaic" pattern on Gulf floor: study .... Scientists looking at fetal anomalies' ties to oil/gas drilling .... Floating LNG terminal in Lithuania strong signal for energy independence from Russia. LNG from Statoil. 1st shipment 60MCM. To reach 540MCM/yr - 1/5 Lithuania demand. Lithuania spending $568M on it .... BP earnings down 18% on oil prices .... Mich, Wisc fighting over who pays almost $100M/yr to keep small coal powerplant on Lake Superior shore running .... Shell asking for 5 more years on Alaska Arctic leases .... Weak spots in DOE cyberdefense: IG .... NY utility halfway to completing $1B "hardening" plan .... Ameren moving away from popular energy efficiency program .... Louisiana ethane cracker project to move ahead with higher $8.1B price tag .... Alevo has new batt tech. Retrofitting N. Carolina cigar factory with $1B to make "GridBank" 2Mw batts. Inorganic electrolyte elims risk of combustion, explosion. Massively reduces effects of charging cycles. Up to 40K charges with no signs of increased internal resistance. 1Gw/yr production starts next year. Could reduce up to 30% of energy "waste" on the grid .... Onward and upward, pards.

TUESDAY OPEN .... Market up 51/44/9. Volume slightly light. WTI over $81, Brent under $86. Fed meeting. US durable goods orders down 2nd month in row .... (stock #s in %) GWBU up 33. ASTI up 30 with volume. MKBY up 23, new high. BSRC up 19. LEXG up 11 with news. TSLA up 7 with news of record sales. CREE up 5 on news of new bulb. BFRE up 5, new high. FSLR up 5. SCTY up 4. SUNE up 3 with news. CJES up 1 after new low .... DSTI down 50. MGLT down 23. MMMW, WTWO down 20. TMEN down 16. SSOL, GTATQ, CCTC down 13. WEST down 11, new low. LYSDY, GERS down 11. RGSE down 10, new low.

Monday, October 27, 2014

MONDAY CLOSE .... Dow up 12, Naz up 2, SP down 3. Volume light. WTI over $80, Brent over $85. US natgas $3.74 .... New Brazil prez pledges industry stimulus .... SP 500 rise 5x GDP growth. Recovery is priced in .... (stock #s in %) AEHI up 400. NAMG up 26. CSGH up 21. TMEN up 20. LMRMF up 18 with news. LEOM up 17. UBRG, VSPC, SSOL, IFXY up 15. PRHL up 14 with news. GERS up 12 with news. NTCXF up 7. BFRE up 2 .... WTWO down 44. AQNM down 39. CRCL down 19. BSRC, KIOR, PWDY down 16. ALTI down 13. CBEH, MKBY, DPSM down 12. PSON, GTATQ down 11. SOPW down 10. CJES down 10, new low with volume. CABN down 8, new low with volume after that surge on "news". QTMM down 8. TSLA down 5.

EGYPT STARTED MILITARY OPERATION TO ROOT OUT SINAI INSURGENTS .... Poland to move thousands of troops to East border .... New EU GHG reductions plan to cost 38B euros/yr ... Sao Paulo may be out of water in under 2 weeks .... Arctic ice melt seen doubling risk of harsh EU winter .... Severe '13 US blizzard not linked to climate change: researchers .... Russia inflation 8.5% .... Low-oxygen waters keep scavengers away from carcasses: study .... Growing algae blooms on Florida coasts .... Several comps discovered up to 20M bls in S. England .... Petro China 2.6 BCM target for '15 shale gas production .... Shell substantial discovery of natgas offshore Gabon .... Exxon, Chevron, Shell failed to increase oil/gas production in '13. Spent $500B in previous 5 yrs on development, $120B in '13 .... Producers for American Crude Exports lobby formed .... BNSF $1K surcharge starts Jan 1 for each older tank car that hauls oil. Will add $1.50/bl cost to shipping .... Eni significant natgas find offshore Indonesia .... Marcellus production to hit 16 BCF/d next month. Up near double since '12 .... Natgas home heat in US up 3% since '07 .... CBO: RFS could result in $3-6/gal credits for advanced biofuels .... Canada OK'd tech work for Kinder Morgan $4.8B expansion of Trans Mountain oil pipeline .... Andritz to build 16Mw el, 38Mw heat waste-to-energy plant in Finland. To use 145K tons/yr waste .... Rwanda soon to switch on Africa's 1st peat-fired power plant. $36M 15Mw plant. Cheaper power than hydro, fossil. China comp building. Turk comp building 80Mw peat power plant in Rwanda .... Harvest Power raised $20M for waste-to-energy projects .... Proposed 1.1B Pound transmission link in N. Scotland to enable clean power projects .... Solar Reserve buying Aerojet Rocketdyne concentrated solar biz .... France cutting FIT rates for solar installed in 4Q14 .... Abengoa Yield to offer 200M euro of notes .... Enerkem entering China market with Shanghai Environmental JV.

MONDAY OPEN .... Market down 6/16/7. Volume a little light. WTI under $80, Brent under $85 .... ECB stimulus started with 1.7B Euros bond buy .... Pro-Europe parties big win in Ukraine .... New Brazil president. Stocks tumbling .... Obama exec actions to strengthen US manufacturing .... (stock #s in %) NAMG up 42. SSOL up 25. PWDY up 20. LEXG up 13. LMRMF up 11. MMMW up 5 on news .... WTWO down 22. ALTI down 13. BFRE down 12 with volume, surge over. GTATQ, MKBY down 12. LYSDY, PSON, KIOR down 11. CJES down 9, new low. SOPW down 9.

Sunday, October 26, 2014

IRAQ FORCES RETOOK 4 VILLAGES FROM ISIS .... Over 800 killed in 40-day fight over Kobani. More ISIS than Kurds. Peshmerga still in Turkey. Kurds still repelling ISIS attacks .... Airstrikes costing US ~$10M/day .... Massachusetts public school teacher reportedly teaching "no God but Allah". (Um, that's just plain un-American. All religion should be taught equally.) .... 25 Euro banks failed stress test .... Sauds produced 9.7Mb/d in Sept, up from under 9.6 in Aug. Speculation they may be trying to shake marginal US shale production out of market. ~1/3 of US wells unprofitable @ $80 .... Iran needs $150 oil for breakeven budget. Russia $100, loses ~$2B/yr every dollar below .... 2nd round Brazil presidential voting today. Corruption at Petrobras big issue .... Shell sold all Nigerian oil assets it put up for sale .... Chesapeake selling S. Marcellus, some of WV Utica assets to Southwestern Energy for $5.38B. (I bet that .08 went to the dealmakers, top execs. I bet that's how that works.) 413K acres, 1.5K wells .... Germany's Euro Energy Exchange taking majority stake in France's Powernext Jan 1 .... Oryx Petroleum bought 85% stake offshore Senegal, Guinea .... Encana buying Athion Energy (TX) for $7.1B cash, assumed debt. 140K acres Midland Basin. 30K BOE/d in production, 80% liquids .... UK blocked $6.5B oil/gas buy by Russian due to sanctions. Russian-owned N. Sea assets, though, seem safe .... GDF Suez, BP new oil discovery in N. Sea. GDF's 3rd discovery this year ....Exxon investing $1B in Belgian refinery upgrade despite poor margins due to EU green energy rules that cut oil demand .... Genel Energy, partners discovered off Morocco .... Kurds announced another light oil discovery in their region by Brit comp .... President Energy (UK) made 1st light oil discovery in Paraguay Chaco Basin .... BOEM to offer 44M acres offshore LA, MS, AL for oil/gas development in March. 7th offshore sale under Outer Continental Shelf program for '12-'17. This lease should yield 460-894M bls, 1.9-3.9 TCF .... Kuwait urging Gulf reforms with oil price plunge .... NPR gutted enviro, climate reporting team. (Huh.) .... Islamic extremist population growing in Germany .... Python first-ever virgin birth. (Good Halloween story, A?) .... Tripoli streets under ISIS fire ....Biggest solar sunspot in 24 years .... Ruble at all-time low. (Really?) .... Putin warning world order may collapse. (What order? And WHO is disrupting it, Vlad?) .... Onward and upwards, pards.

Saturday, October 25, 2014

TURKEY SAYING PESHMERGA - OVER 1K FIGHTERS - YET TO CROSS OVER TO SYRIA AT KOBANI. ISIS holding border with mortars, machine guns ..... US airstrikes at Kobani, Mosul Dam. Kurds retook Zomar. ISIS renewed attacks south of Baghdad to stop Shia pilgrameges to Najaf, Karbala. ISIS planted flag again on hill over Koboni. Airstrikes took it out. Iraq forces took a town from ISIS. Iraq AF step-up .... Zumar has ISIS supply line. Peshmerga advanced from 5 directions. Zumar overrun early in ISIS summer assault. Prompted coalition airstrikes.

FRIDAY CLOSE .... Market up 127/30/13. Volume slightly light. Indeces back to top lines (50-days). WTI ~$81, Brent over $86. US natgas $3.74 .... UK growth down .... US workers back to earning what they were before Great Recession .... Putin accusing US of blackmail, weakening global order. (Um, exactly what he's doing.) .... (stock #s in %) BFRE up 78, new high with volume, day 2 of surge. DSTI up 60. LEXG up 40 with volume. SWET up 38. BOPO up 26, up 12x on year. AWSL up 25. ZNNMF up 14. MMMW, TMEN up 11. SOPW up 5, new high with volume .... AEHI down 66. CSGH down 29. AXPW down 24, new low with volume. NAMG down 16. XDSL down 14. UBRG down 13. PRHL, FNVRF down 12. NTCXF, LEOM, GERS down 11. GPRC, KIOR down 10. CCGI down 9, new low with volume. LMRMF down 9. CBEH down 4, up 12x on year.

Friday, October 24, 2014

AT LEAST 40% GHG EMISSIONS CUT BY '30: EU PACT. From '90 levels. Target at least 27% clean/renewable power by EU, not individual countries. 27% increase in energy efficiency non-binding .... New Yorkers overwhelmingly support fracking moratorium, clean power: poll .... CO2 emissions from US power producers down 15% last 8 years .... 1/3 of global deforestation driven by intl trade: report .... LA suburb declared water emergency .... Oregon city plans to divest fossil fuel investments .... Sacramento agency revoked crude-by-rail permit .... HSBC joining Virgin Atlantic, Lanza Tech to develop low carbon jet fuel. Captures waste gases from steel mills, ferments it, chemically converts it to jetfuel. Flight within a year. Est. 1/2 carbon footprint v. fossil fuel. Process can work in 65% of world's steel mills. Cost comparable to fossil fuel, no engine mods needed .... Drought cut Brazil sugarcane harvest ~10%. Forced to import ethanol earlier than normal .... Sept US ethanol production lowest in 6 months .... BlueFire (BFRE) LOI from China Ex-Im Bank for up to $270M loan for Miss. project. (Stock has zoomed last 2 days.) .... Norwegian researchers producing biocrude from kelp .... Bio-based materials, chems could see $974M investment this year. Up 28% from '13 .... EU's biofuel supply chain sector demands '30 blending targets. (Um, the convention has gone home.) .... Norway researchers using less expensive raw materials (silicon) in smaller amounts with fewer production steps to lower cost of solar panels. Using silicon 1K x less pure, stretching silicon fibers coated in glass. Working with Clemson U. colleagues .... Canadian Solar (CSIQ) LOI for 200Mw solar project in China county with CNY2B investment .... Chevrolet partnering with 6 US universities to buy, retire their carbon credits from reducing GHG emissions .... DOE $53M to drive innovation, cut cost of solar. 40 projects .... NRG Energy completed 6.4Mw rooftop solar on MGM's Vegas Mandalay Bay Casino. Plans to build 2Mw more on convention center expansion .... Masdar (UAE) signed on to build 50Mw wind farm in Oman (Oman's 1st) for ~$125-200M. Online early '17 .... Atlantis Resources raised $8M from stock sale toward tidal power plant in Scotland. 1st phase ~86Mw. (They're going to need closer to $1B.) .... Wuxi Suntech (Shunfeng unit) to almost double solar module shipments this year - 1.5Gw - over '13 .... Southern buying 150Mw Cal solar project from First Solar (FSLR). Online this quarter. San Diego G&E PPA .... Greencoat UK Wind raised 125M Pounds .... Energy Development corp secured $315M for 150Mw wind farm .... Quantum 39Mw wind project approval upheld .... Quebec wind tender submission deadline delayed .... Pacific Ocean warmer than usual. But El Nino projected to be weak .... Australia, Indonesia, S Korea skipped launch of Asia "World Bank". China, 20 others in .... Boeing selling parts to Iran Air. 1st time since '79. (What's up with that?) .... Al Qaeda leader pleading ISIS spare American hostage .... (Have a good, safe, happy weekend, pards.)

FRIDAY OPEN .... Market up 36/12/3. Volume normal. WTI over $80, Brent over $85 .... Iraq officials say ISIS used chlorine gas .... Japan volcano activity near nuke power plant .... Ebola now in Mali, NYC .... (stock #s in %) BFRE up another 66, new high with volume on yesterday's news. ZNNMF up 19. MXWL up 14 after reporting loss. XDSL up 14. SOPW up 10, another new high with yesterday's news .... AEHI down 66. CSGH down 24. AXPW down 17 with news. GPRC down 12.

Thursday, October 23, 2014

THURSDAY CLOSE .... Market up 216/70/23. Volume normal. Naz back to top 50-day line. WTI over $81, Brent over $86. US natgas $3.81. Soros: Russia in Ukraine threatens EU existence. US inflation shy of goal can keep interest rates low. Cameron shamed EU for spending less than Ikea on Ebola crisis. Earth hit by 2 asteroids 458M years ago. (Are we due?) .... (Stock #s in %) BFRE up 307, new high with volume, news. NAMG up 63 with volume. PWDY up 56. AEHI up 50. BLDW up 46. CSGH up 45. TMEN up 38. LMRMF up 32. KIOR up 26. LEOM up 18. CCTC up 17. PTOS up 16. CABN up 16 with volume (recent news). FNVRF up 13. WTWO up 12. SOPW up 12, new high with volume, news. VSPC up 11. LEXG up 10 with news. DPSM up 9. CREE up 7 with volume, news after yesterday's plunge .... POLR down 50. LYSDY down 29 with volume. IFXY down 27. SSOL down 22. HYSR, CBEH down 16. CNTO, GWBU, ASPW down 14. SWET down 13 with volume. LSCG down 12, new low. ZNNMF down 12. USEI down 10. CLNT down 7, new low. VOIL down 3.

ISIS CAPTURED ANBAR VILLAGE after weeks of fighting. Small Iraq military unit evac'd with tribal leaders before fall. ISIS also tightening siege on Yazidi mountain in north Iraq. As Kobani continues. (Time for world to step it up.)

SAUDS CUT SUPPLY OF OIL TO MARKET LAST MONTH .... China buying less oil from Sauds as cheaper options emerge. (We hope not blackmarket oil from ISIS.) .... Coke, Philips, Shell, other major comps calling for Europe emissions reduction target of at least 40% for '30. Also to impose legally binding deployment targets for clean techs .... Green bond issues to hit $100B next year: CBI .... Study links autism disorders to air pollution exposure .... Energy efficiency grew across US in '13 .... Brazil to protect 1.65M acres of Amazon forest .... Pacific Ocean approaching El Nino conditions: NOAA .... India discontinued price subsidies for diesel fuel .... Urban Air Initiative says computer model used by states to assess mobile source emissions seriously flawed .... DOE updated emissions, energy accounting tools for transportation sector .... US appeals court again denied standing for API, EPG in attempt to keep E15 from reaching market .... MIT, Saud researchers found economic solution to cleaning out biggest pollutant - salt - from fracking sites .... Uzbekistan tender for 100Mw solar project in Samarkand. $110M loan from Asia Development Bank. Online in '19. Uzbek clean/renewable power target 21% by '31 .... sPower broke ground on 7Mw solar plant in Cal. Online by yearend. First Solar (FSLR) equipment. PPA from S Cal Ed .... China on-grid installed wind power cap 100Gw by yearend. Wind to supply 2.5% of total power gen this year. Was .38% in '08. Est. 200Gw by '20 .... EIA commended EPA for rule to limit, eliminate in 5 years HCFC production in US. They damage ozone layer, contribute to global warming. (Will force users to efficiencize, recycle. Though more likely they will buy virgin HCFCs offshore.) .... Ansell completed 12.5Mw biomass boiler in Sri Lanka .... Stion advancements to their CIGS thin-film solar modules made in US. Deliver up to 10% more power than conventional crystalline silicon modules with same power rating .... SPI Solar (SOPW), Guodian to develop 1.5Gw solar in China. 500Mw/year through '17 .... Sun Edison (SUNE) closed Deutsche Bank finance for 26Mw Cal solar project. Online 1Q15. Also completed 1.7Mw rooftop solar .... China cut offshore wind power target to 10Gw by '20 .... Sonoma Clean Power got PPAs for 50Mw geothermal power, 40Mw solar .... Sky Solar (China) plans $172M IPO on Naz .... Toshiba won 100Mw power storage system order .... Australia's largest wind tower maker cut 100 jobs amid policy uncertainty .... US solar industry est. to install 20Gw next 2 years. (But tax credit comes up end of '15.) .... Clean Energy Collective getting $700K from DOE Sun Shot to develop, implement National Community Solar Platform on web .... S Carolina supreme court declined to halt el rate increase to cover nuke power plant project costs.

THURSDAY OPEN .... Market up 257/73/27. Volume slightly light. WTI over $81, Brent over $86. US leading indicators up .8%. Europe manufacturing up. China manufacturing up .... (stock #s in %) BFRE up 167 with news, volume. NAMG up 104 with volume. WSGP up 95. LMRMF up 32. WTWO up 25. TMEN up 15. XDSL up 14. SOPW up 10, new high with news. VOIL up 6. MMMW up 5. CREE up 5 with news .... PTOS down 29. LYSDY down 25. CNTO down 22. CBEH, ECAU down 20. ASPW, GWBU down 14. MKTY down 10. LSCG down 4, new low. CLNT down 2, new low.

Wednesday, October 22, 2014

WEDNESDAY CLOSE .... Market down 153/36/14. Volume normal. Naz rejected by 50-day lines. WTI down to above $80, Brent over $84. US natgas $3.83. Iran nuke deal unlikely by Nov: French envoy .... Ebola fight along colonial-era lines in W. Africa .... UNC academic fraud for athletes. (Well, we did not know that ever occurred at any university. Yea, and we're all lying to each other about it.) .... (stock #s in %) DPSM up 41. LYSDY up 30. CNTO up 29. CRCL, ECAU up 25. CBEH up 25, up 15x on year. BBLU up 17 with volume. USEI up 17. WTWO up 14. CSGH, CCTC up 13. FNVRF up 12. LEXG up 11. ABAT up 11 with volume. WWPW up 10. MMMW up 9. SOPW up 8, new high. VOIL up 7. QTMM up 4 .... DSTI down 37. NORX down 33. BLQN down 25. BSRC down 22. BFRE down 20. CREE down 17, new low with volume after reporting, downgrades, etc. IFXY down 16, new low. CABN down 13 with volume. ASPW, GWBU, XDSL down 12. NGLPF down 11. HYSR, GERS down 10.

SHOOTING IN CANADA PARLIAMENT. 2 DEAD .... Ukraine intel seized arms cache, uncovered "Russian" plot to attack Kiev .... Russian military plane violated Estonia airspace. (What the hell, Vlad?) .... Syria shot down 2 of 3 ISIS MiG warplanes said Syria .... China moon mission launches tomorrow .... 2 Liberians in Ebola quarantine in Chicago .... And now for your enjoyment: news of energy, environment, climate, et al .... Geostellar - cost comparison site for solar panels - program to have companies perk employees with home solar systems at rates way less than US avg. cost. To include options for friends, families in US, parts of Canada. Cisco, 3M, Kimberly-Clark, National Geo among comps signed up .... Michigan to ban Tesla direct sales. (G, Detroit is that scared? Or are the politicians that well paid off?) .... Property insurance near oceans around world harder and harder to find. (And you know this site seldom uses the word "and".) Under 1/3 of $116B in '13 worldwide losses from weather-related disasters covered by insurance .... Most insurers with at least $1T in coverage neglect to consider impacts of global warming climate change on their biz. (Well, that's Neanderthal wisdom for ye.) .... World's 3K top public comps causing ~$1.5T/yr enviro damage from GHG emissions: '11 UN report .... Georgia's utility regulators will do whatever they can to fight EPA proposed power plant emissions rule. (Neanderthal DNA check. Mated with Cro-Magnon in 50K B.C. in today's nuze.) .... Oil shale boom areas of N Dakota, Texas leaked ~10% of natgas production to atmos '06-'11 .... Mayor: NYC Sandy rebuild program back on track .... NY Green Bank steering $800M to 7 clean power projects .... Global warming climate change pushing Haiti coffee growers to higher grounds .... NRC chairwoman to step down at yearend .... Appeals court backed EPA on regional haze (ozone) program .... EPA sued over '14 RFS documents .... Ford to rollout all-aluminum truck in Dec .... Fed project to collect data on farm conservation practices .... Low salamander populations linked to mountaintop coal mining: study .... Nevada PUC to probe smart meter fires .... SEIA launched new campaign to extend US solar investment tax credit. Set to be reduced from 30% to 10% in '16 .... Enphase (ENPH) unveiled new energy management system with integrated power storage. Available 3Q15 .... Vestas plans China wind power push with new models, component content .... LDK Solar filed bankruptcy in US court .... Exxon 2-year research with Iowa State to explore fast pyrolysis as a biofuel tech .... Global cellulosic ethanol industry to grow at 53.3% CAGR '13-'18: analysis .... Statoil hit N. Sea (offshore Norway) oil bonanza in abandoned field. 10x more found in well than in '92. 30-80M bls recoverable .... LBNL scientists working on magnesium-ion batts. Double the el charge of lithium-ion. Cheaper, less prone to overheating .... Envision Solar (EVSI) got over $2M in new orders .... Wind power provided record 24% of UK power on Sunday .... GM installing 2.2Mw solar at Lordstown plant. Online by yearend. Will be GM's largest solar plant in W. hemisphere .... IFC to invest $20M in 100Mw wind power project in Kenya .... China Greatwall to spend over $87M on solar projects. Building 60Mw .... Sun Edison (SUNE) to supply 17.7Mw for public agencies at over 30 sites in Cal. All online by end of '15 .... Boeing, Commercial Aircraft (China) started demo plant to convert waste cooking oil into jet fuel. Up to 500M gal/yr may be produced in China .... Energy efficiency globally could remove equivalent of Europe's power use from world grids: IEA .... Solartec (Mexico) to invest $31M in US solar module factory .... NHPC plans 50Mw $65M solar plant in India's Uttar Pradesh .... DOE to spend up to $14M dough to apply landscape design to bioenergy. (Really?!) .... DOD integrating global warming climate change into all ops. Happy Wednesday, pards. Onward and what? Upward.

WEDNESDAY OPEN .... Market up 9/8/4. Volume slightly light. WTI ~$82, Brent over $86. US consumer prices up .1% .... No natgas deal with Ukraine, Russia. Maybe next week .... 250K Ebola vaccines ready by May: J & J .... (stock #s in %) BBLU up 35 with volume. DPSM up 21. ABAT up 11. MMMW up 9. VOIL up 8 (maybe they are for real) .... NGLPF down 22. GERS down 20. NAMG down 17. CBEH down 16. CREE down 13, new low with volume after reporting, downgrades. CREG down 3, new low with volume.

Tuesday, October 21, 2014

US CORPORATE TAX RATE SHOULD BE LOWEST IN WORLD .... And inheritance tax is double taxation. Get rid of it. Can our government get it right? .... No rehearing for NY town opposed to FERC-approved NG compressor station .... DOE laying undersea cables to Europe for "ultra-fast" climate data .... Oversight lagging for household items claiming to be "organic" .... Fisheries want "organic" label for ocean fish farms .... La. inspectors indicted for fake samples in wake of brain-eating amoeba scare .... Driller contained ND oil well spill after 2 days .... Indo-US Advanced Bioenergy Consortium for 2nd gen biofuels launched with $2.5M .... EPA wants to add biogas, landfill gas to cellulosic biofuels definition .... 2 nuke power plants in England offline since summer coming back online soon at 75-80% capacity to limit risk of cracks in boilers .... Washington State U, PNNL researchers combining iron, palladium for new catalyst to lower cost of biofuels production. Oxygen has to be removed for energy density .... U of Washington engineers designed nuke fusion reactor that could rival costs of coal power. Drives el currents into plasma. To present at IAEA Fusion Energy Conference this week in St. Petersburg (Russia). No need for superconduction for mag field. ~ 1/10th cost of ITER, 5x the output. 1Gw plant could cost $2.7B. Coal plant $2.8B .... Kenya turned on world record 140Mw geothermal power plant. Will reduce country's el costs 30%. 2nd 140Mw plant online in Dec. Will reduce el costs up to 50% .... 2.1Gw combined cycle NG plant being built in Saudi Arabia. Online in '17 .... Protesters demanding end to World Bank finance for coal power .... Suzlon got 150Mw wind turbine supply orders in India .... Hannon (HASI) new $144M investment in 10 operating wind farms - 1.2Gw. Raised $115M debt .... NJR unit buying 48Mw Kansas wind project from OwnEnergy for $85M. Online 3Q15. Yahoo to buy 1/2 of power .... Hanwha (HSOL) supplying 17Mw for 3 N. Carolina solar projects. All online by yearend .... Starwood buying 250Mw wind project in Ohio from Trishe. 1st 100Mw online late '15 .... Air France, KLM to fly weekly biofuel route .... Clean energy public markets activity up 13% in 3Q .... NY approved $117M energy efficiency program .... OPTT to install power buoy off NJ coast in 1Q15 .... Venezuela now importing light crude .... US mortgage rates now 2.88% with no points .... Chagas disease from "kissing bugs" moving into US from Latin Am. Fever, fatigue, body aches, headaches early symptoms. Leads to cardiac arrest, megacolon. 300K infected in US. Leave bites, fecal matter around mouth .... A wonderful world, A, pards? Onward and upward.

TUESDAY CLOSE .... Market up 215/103/37. Volume normal. Naz back to bottom 50-day line. WTI over $82, Brent over $86. US natgas $3.87 .... Markets up on ECB stimulus. Markets just need $200B/Q from central banks. (Huh, if only we knew.) .... Iraq Kurds sent fighters in hours to Kobani .... (stock #s in %) DSTI up 166. HYSR up 69 with volume, news. CRGE up 53. NORX up 50. BSRC up 29. WEST up 25. NAMG up 22. NTCXF, SRWRF up 18. NGLPF, KIOR up 17. CABN up 15. XDSL up 14. ASTI up 12. CLNE up 12 after hitting new low. ENPH up 12 with news. OOIL up 11 with volume. VOIL up 11. ABAT, OPTT up 10. ABGB up 8. SUNE up 6 with volume .... BBLU down 50, new low with volume, news. TMEN down 42, new low with volume. WTWO down 30. CRCL, ECAU down 20. LEXG down 15. MKTY, FNVRF, AMLM down 14. UBRG down 11. LMRMF down 10.

ISIS SEIZED US WEAPONS MEANT FOR KURDS IN KOBANI. (Not a good drop, pards.) .... Syria made over 200 airstrikes in last 36 hours .... An ISIS-run city: water available for 2 hrs/day .... NATO intercepted Russian jets over Baltic twice in last 2 days. (Putin bringing back cold war, seems to me. His favorite time of all. Screw'm.) .... BP to restart N. Sea natgas field half-owned by Iran. Shut down 4 years ago by sanctions. Iran revenues will be held until sanctions lifted .... New mega oilfield in Caspian won't come back online until at least '16. New pipes need to be built .... Canada estimates Gulf of St. Lawrence holds up to 1.5B bls oil, 39 TCF natgas .... Marcellus may provide 25% US natgas supply by '20 .... Europe debating if more energy efficiency, clean/renewable power can ease natgas crunch .... New Zealand global climate plan to face Europe energy conference scrutiny this week .... Alaska legislators slamming US climate change agenda with Arctic Council .... Old Cal sequoias showing drought stress. (Will somebody please water them?) .... EPA IG rejected GOP demand to end fracking inquiry .... TX LNG export project cleared for construction .... EC analysis concludes building clean power costs close to fossil, nuke. Probably same considering climate, health, enviro costs .... Total EU power subsidies (sans transport fuels) 120-140B Euros in '12 (28 countries). Most for clean power, but over 15B Euro for coal, NG. Onshore wind very close to coal's 75 Euro/Mwh. Nuke, NG ~100 Euro. Solar 100-115 Euro depending on install size .... EWEA puts onshore wind costs, including climate, health, enviro costs/benefits, at 105 Euro/Mwh. Nuke at 135. NG 164. Coal 162-233. Offshore wind 186 .... States, enviros slamming EPA in court over ozone limits. (Conventional wisdom: if you're attacked by both sides you probably have a compromise.) .... DOE, EPA kept dozens of employees on paid leave: GAO .... Prozac hinders birds' appetites, libidos: study. (I didn't know birds are depressed.)

TUESDAY OPEN .... Market up 93/66/21. Volume light. Dow last index back to 200-day lines. WTI over $83, Brent over $85 .... (stock #s in %) HYSR up 63 with volume, news. GERS up 35. MDDD up 20. ASTI up 16 with news. NGLPF up 16. NTCXF up 13 more. GEVO up 12. ENPH up 10 with news .... SWET down 21. CRCL down 20. LEXG down 17 with news. AMLM down 15. ASPW, CBEH down 12. WEST, MMMW down 10.

Monday, October 20, 2014

MONDAY CLOSE .... Market up 19/57/17. Volume normal. Naz over 200-day lines. WTI over $82, Brent over $85. US natgas $3.85 .... ISIS reportedly making $800M/yr from oil sales. (Still?! .... Hit their dam oil assets! And those airports they're reportedly flying MiGs off of! Get fracking serious!) .... Solar firms got $326M in 3Q VC funding. (Wow. G, big bucks, huh?) .... (stock #s in %) NTCXF up 34 on news. NORX, BLQN up 33. AQNM up 27. LEDS up 21. PTOS up 20. WEST up 19 with patent news. EVSI up 18. PRHL up 14. DPSM up 13. XSNX, NGLPF up 12. TERP, LEXG, WTWO up 11. SWET up 10 with news. VOIL up 10 on swingbackup .... CGYV down 50, new low. WSGP down 31. CNTO down 24. PWDY down 20. BSRC down 19. NAMG down 18. ECAU down 16. FNVRF down 14. GERS, WWPW down 13. XDSL down 12. LYSDY down 11. TMEN, CSGH down 10.

ISIS BACK TO TERRORIZING YAZIDIS. Took 2 towns .... Russia warning US of "prolonged" cold relations. (O, wah. Grow up, Vlad.) .... New Russia-Ukraine natgas contract expected to be signed Tuesday. IMF might loan Ukraine $3.1B to pay Gazprom debt .... Moscow signed some 40 economic agreements with Beijing last week .... EPA public comment period closed for power plant emissions proposal. (My peeps and I would just like to say ...) .... EPA issued final rule for ending US production of ozone-depleting chems by '20 .... BLM to accept bids next month on ~25M tons of coal buried under W. Va .... US new leader of Intl Arctic Council .... US should focus on carbon soot, methane emissions at Arctic Council: study .... Southern US birds flying north. Expert fears "competitive interactions" .... Carmakers, utility research group unveiled new EV charging software .... Calif drought likely to continue through winter: experts .... Pacific Islanders blockading world's largest coal harbor. Calling for more climate action .... Peru's glaciers shrinking. Peru govt blames global warming climate change inaction .... Alaska moved to reclaim part of ANWR from fed govt .... UK Green Bank set to draw offshore wind investors to $1.6B fund by end of 1Q15. UK has 3.6Gw offshore wind now, more than rest of world combined. Bank has 3.8B Pounds seed capital. Invested $1.4B so far .... US crude exports could trigger lower gasoline prices: GAO. (They didn't say where.) .... Coho Salmon returning to Idaho river after almost 2 decades' "extinction" .... White rhino died. 6 still alive .... Months-long cleanup ahead for La. oil spill .... China trial logging ban in northern province .... India air index to flag unhealthy pollution levels .... China seems to be taking advantage of lower oil prices to bolster strategic reserves .... 4% of shale oil production needs prices above $80/bl to break even: EIA .... Norwegians building new oil pipeline from Iraq Kurdistan to Turkey. Completion expected by yearend .... Oil expert: over 1/2 world's biggest oil projects require $120/bl oil to make profit .... Missing Link Tech (TX) awarded 4 patents for algae biomass tech. Deep water growth, harvesting, oils extraction, biocrude extraction .... Ethanol comps supporting Brazil presidential opposition candidate .... Kyrgyzstan looking to alt fuels ahead of looming winter fuel shortages .... US utilities facing fuel shortage problems this winter. Rail trying to move oil, grain, everything else at same time. (My brother says trains sitting idle because of labor shortage. Workers don't want to be on call over weekends or all the time. $25/hr. New rules may allow 1 engineer/train so they could raise wages.) .... Oak Ridge Lab developing lighter, stronger, more efficient power inverter for EVs. Silicon carbide semiconductors .... EIB 85M Euro loan for expanding wind power in Lower Austria .... ACME Solar (India) $134M of loans from IFC, ADB for 200Mw of projects '14-'16 .... L.A. sued by 2 comps after rejection of solar plan .... US added 419Mw wind power 3Q14. 1st 9 months surpassed all of '13: 19 projects added 1.25Gw. 105 projects totaling over 13.6Gw under development in 21 states. 62.3Gw wind power now in US .... 48.6Mw Uruguay wind project to get $42M IADB loan. Vestas turbines .... China wind power service market seen surging to $3B/yr by '20. Up 6x from now. $16B '15-'22 with wind powgen doubling to 250Gw. By '20, 187Gw to be out of warranty .... Prudential may invest up to 100M Pounds in 1B Pound, 320Mw UK tidal power project .... Clean energy project finance commitments up 17% 3Q14 .... Sweden natl pension fund 2 exited 91M Euros of fossil fuel investment.

MONDAY OPEN .... Dow down 28, Naz up 29, SP up 7. Volume slightly light. WTI over $82, Brent over $84 .... US air-dropped weapons, supplies into Kobani for Kurds. Turkey allowing Iraq Kurds into Kobani. Australia sending special forces to Iraq .... Russia credit rating nearing junk status .... IMF cut Africa growth forecast. Nigeria free of Ebola. Front-line Ebola doctors at breaking point .... (stock #s in %) NTCXF up 27 with volume, news. WTWO up 22. WEST up 20 with volume, news. EVSI up 18. LEDS up 15. LYSDY up 11. TERP up 9. SUNE up 6. SOPW up 5, new high. SCTY up 3 .... BSRC, FNVRF down 19. CBEH, IFXY down 16. LEXG, WWPW down 13. MKBY, XDSL down 12. MMMW down 11. CLNT down 3, new low. LSCG down 2, new low.

Saturday, October 18, 2014

LEBANON PULLED INTO WAR WITH ISIS .... "Foreign underwater activity" reported in Sweden .... Kuwait predicted oil price fall to $76 before winter .... Oil/gas makes up 70% of Russia exports, half of budget .... US govt spending $22B/yr on global warming climate change solutions .... Tornadoes in US touching down in clusters more often than 50 years ago: study. On some days over 30 tornadoes. But fewer days that tornadoes occur since '70's, from 150 to 100. No evidence yet that global warming climate change influences .... N Dakota well leaking oil, natgas, water.

GLOBAL OIL SURPLUS TO DISAPPEAR GRADUALLY NEXT YEAR: IEA .... Last Jan's deep freeze in US left some natgas power plants in northeast unable to secure fuel when needed most. Triggered rise in power prices. Out west, low coal supplies from reduced rail deliveries .... Mich coal power plant plans switch to natgas .... FERC lowered power transmission rates in New England .... Almond, bee industries joining on bee death problem .... Chem linked to bee death offers "little or no benefit" for soybeans: EPA .... Skyonic Corp (Austin) to open $125M factory to capture CO2 from cement making, use it to make sodium bicarbonate, hydrochloric acid. To capture 83K tons/yr, save up to 220K more by not making those chems from tech that emits CO2. Skyonic tech also works for power plants. $28M from DOE .... Yucca Mountain now deemed safe for nuke waste storage .... US Forest Service studying wildfire risks to US watersheds .... France wants US to pledge more than $1B to "green fund" for developing nations .... Researchers improved vital component in EVs using 3D printing .... Scientists looking at how to track impacts of offshore wind turbines .... EU carbon permits to double by '20 .... UK migratory bird populations have declined sharply: survey .... Google advertising revs now double all of US newspapers .... BLM director invited protesting ranchers to coffee .... Montana opted to keep bison in state .... Tornadoes come in swarms: study .... Bay Area board OK'd plan to cut refinery emissions .... Sun Edison (SUNE) in talks for $2B polysilicon plant in China .... DuPont, Ethanol Europe Renewables to build 100M liter/yr cellulosic ethanol plant in Macedonia .... Abengoa (ABGB) started up its 1st commercial-scale cellulosic ethanol plant in Kansas. Up to 25M gal/yr. ~$500M cost. $97M grant, $132M DOE loan guarantee. Co-gen system produces 22Mw .... E30 debut in Ontario .... Indonesia sees biodiesel blending reducing diesel imports up to 28% .... Senegal declared Ebola free.

Friday, October 17, 2014

FRIDAY CLOSE .... Market up 263/41/24. Volume heavy about like yesterday. No index broke over 200-day lines. WTI over $82, Brent ~$86. US natgas $3.77 ... Fannie Mae, Freddy Mac plan to ease lending to riskier borrowers. (Rut-roh.) ....Oil tankers to China at 9-month high .... Brazil in deep water with oil price drop .... (stock #s in %) CGYV up 66. WTWO up 50. LIME up 26. CNTO up 25. BIOF up 23. CCTC up 21. SSOL up 20 with volume. SPIR up 16 with news. NAMG up 15. CABN up 14. GPRC up 13. ACFN up 12. SOPW up 11, new high with news. (Me thinks getting expensive.) TMEN up 11. ABGB, AMTX up 10. ABGB news. SUNE up 6 with volume, upgrade, news .... CRGE down 66. NORX down 50. CSGH down 23. EVSI down 16. ECAU down 14. CLNE down 11 with volume. SWET down 11. TPLM down 10 with volume. LEXG, ALTI down 10. KIOR down 9. MMMW down 5. NTCXF down 4, new low. (So what is absolute black for solar? If it's even true?) Onward and upward buddies. Happy weekend. Take a break. Bond with your family. Get closer to God. You know, the drill.

ISIS FLYING 3 CAPTURED MiGs AROUND SYRIA AIRPORT. Training from ex-Iraq pilots. (Shoot them down NOW, US. Or, what the hell?! Bomb the dam airport where they take off from! NOW! Who the hell is running this dam operation what is it?! Resolved Medals?! Blow up the dam MiGs! AND the airport! Tonight!) .... ISIS fighters taken out in large numbers in Kobani. Yay verily! .... Iraq retaking some ground from ISIS. Yay! .... Russia burned through $13B this month so far to prop up ruble. Also conducting McDonald's purge. (O, you just have to wonder what's next from the insane thugs.) .... Venezuela needs oil price to double from here to keep fiscal house in order. (Let's watch for that coming debacle on the small screen, A?) .... Obama kissed Atlanta Ebola nurses. (Tempting God? Or had no clue? Or just wanted some honey?) .... 1934 US drought during Dust Bowl was worst in 1K years: study. (O yea, climate.) .... Obama's credit card declined at NYC restaurant. (Well, the debt is over $17T.) .... Schools closed in OH, TX over Ebola fear .... Ebola getting worse in Guinea .... Turkey lost UN Security Council seat .... Greece back in financial doghouse .... Sorry I'm running so late, pards. Had a computer malfunc.

FRIDAY OPEN .... Market up 237/56/26. Naz back to 200-day lines. Volume heavy. WTI over $83, Brent over $86 .... Putin threatening EU natgas squeeze again. (What can you say, he just doesn't play well with others.) .... (stock #s in %) BLDW up 27. AMLM, CABN up 17. LIME up 16. NAMG up 14. SSOL up 13. BIOF, ZAAP up 12. ABGB up 9 with news. SUNE up 8 with news, upgrade. SCTY up 5. SOPW up 3, new high with news. Up 13x on year. TSLA up 2 .... CRGE down 66. ECAU, LYSDY down 14. MKBY down 10.

Thursday, October 16, 2014

THURSDAY CLOSE .... Market pretty much mixed, flat and muddled. Volume a little less heavy than yesterday. WTI over $82, Brent over $84. US natgas $3.80 .... Bank of America sees solar "prime buying opportunity". Fed signalling more QE could be needed. $1.1T stimulus from lower oil prices: Citigroup .... (stock #s in %) NORX up 200. POLR up 100. ASPW up 33. KIOR up 30 after hitting new low. AQNM up 29. BFRE up 28. MKTY up 23. PWDY, HIIT up 20. MKBY up 18, new high with volume. LMRMF up 16. CABN up 16 off new low with volume. WPRT up 13 with volume. ENPH, LTBR up 13. HYGS, HYSR, URRE up 12. ALTI up 11. AXAS up 10 with volume. PEIX up 10 with volume. CSUN up 9 off new low. ASTI, ABAT, ELON up 9. ASYS up 7. SOPW up 7, new high. MMMW up 5. CSIQ up 5 with news. SUNE up 3 with news. (Buy it.) .... BLDW down 37. BOPO down 32. BSRC down 28. ECAU down 22. PTOS down 16. NAMG down 15. WTWO down 14. AMLM down 13. CBEH, ZAAP down 12. NTCXF down 3, new low.

ISIS' SYRIAN OIL FACILITIES DEGRADED ~70% to ~20KB/D from coalition bombing campaign .... Putin warning of "nuclear consequences" over Western sanctions. (Seriously, Vlad, again?! Sane people don't threaten nuclear war. What to do with insane leaders?) .... Rising Russian incursions into Japan airspace .... Afghans captured 2 Haqqani commanders .... Churches joining universities, others in divesting fossil fuel assets. Overall, groups controlling over $50B pledged to divest fossil .... EPA approved new version of 2,4-D weed killer for GMO crops. Reportedly contains bee killing agent, ingredient from Agent Orange. Enviros suing .... Energy efficiency investments will increase under EPA clean power plan: report .... Major US utility backing carbon capture/storage for natgas-fired power plant .... Solar City (SCTY) to issue "solar bonds". Up to $200M. 2% for 1-year, 4% for 7-year .... Emissions savings from natgas v. coal power may have been overstated: study .... Brit Columbia's $7B, 1.1Gw hydropower project on Peace River got enviro approval .... Putin announced subsidy to boost clean power. Plans to expand clean power to 2.5% of powgen mix by '20 from .8% now. Russian content law 55%, going to 65-70%. Growing deals with China .... German clean power costs to fall 1st time. Bill surcharge to go to 6.17 euro cents/Kwh next year from 6.24. Up 5x since '09. 2nd highest el charges in Europe .... IEA cut global oil demand increase estimate 250Kb/d for '14 to 700Kb/d. 1.1Mb/d increase forecasted for '15 .... Cal aquifers contaminated with billions of gallons of fracking wastewater .... Production from 1st shale gas field - TX's Barnett - declining .... NY court rejected industry bid to re-argue fracking bans .... Exxon, Shell emitting more carbon as production falls: report .... FERC investigating power market behavior during last winter's deep freezes .... China regulators banning gas guzzlers, shaming comps over emissions violations .... Cal Supreme Court allowing bullet train project to proceed .... EPA fining DOE for delays in nuke waste cleanup .... Global warming climate change, mussels aid toxic algae in Lake Erie: study .... Global biofuels market to grow 9.6%/yr '13-'19: report .... Tesla (TSLA) unveiled all-wheel drive version of S model. Increased efficiency, range, acceleration, top speed, autopilot features .... Alphabet Energy (Cal) developing generator. Converts heat to el with tetrahedrite - abundant, highly efficient, affordable mineral recently discovered at U of Mich .... Algeria to get its 1st nuke power plant online before '29 they say .... SPI Solar (SOPW) to develop 6Mw project in Japan. Online Aug '15 .... Comp to start building 105Mw coal power plant in Philippines. Online in '18 .... Acciona launched 132-meter wind turbine rotor for low wind sites .... US Geothermal buying Earth Power Resources. Leases on 26K acres in Nevada, 3 projects of total 158-359Mw .... Sungage (online system to connect lenders with homeowners to install solar) working with Digital Federal Credit Union to provide up to $100M for residential solar.

THURSDAY OPEN .... Market down 62/31/11. Volume heavy. WTI ~$81, Brent over $83 .... US jobless claims at 14-year low. US industrial output up most since Nov '12. Goldman Sachs downgraded outlook on US econ .... (stock #s in %) BSRC up 64 on 200 shs. AQNM, LMRMF up 17. ECAU, KIOR up 12. WPRT up 10. MMMW up 8. GTATQ up 5 with volume, news, trading suspended .... NORX down 71. DSTI down 62. PWDY down 36. CABN down 20, new low. CBEH down 20. BFRE down 16. WTWO down 14. XDSL down 12. USEI down 11. NTCXF down 6, new low. CREG down 1, new low.

Wednesday, October 15, 2014

WEDNESDAY CLOSE .... Market down 173/11/15. Was much worse earlier. Volume very heavy. May have been blowout. May not have been blowout. WTI over $81, Brent over $83. US natgas $3.78 .... Airlines leaving Ebola aid workers stranded in W Africa. WHO sees 10K/week Ebola cases in W Africa by Dec. NY got frigid winter warning with Siberia snowfall. Hong Kong police still battling protesters .... (stock #s in %) CRGE up 225. (Not a clue.) PWDY up 92. (Ditto.) AQNM up 72 with volume. (O yea, sure, I saw that coming.) Um, a crazy market? BSRC up 64. (Vested interests using a big market day to make a splash?) MMMW up 25. (Bonafide solar potential?) EVSI up 24. SZYM up 22 with volume. ASPW up 20. IFXY up 19. MXWL up 14. TPLM up 14 with volume. SSOL up 13. CLNE up 12 with volume, news. ECAU up 12. BIOF up 11. POWR up 10. AXAS up 9 with volume. FSYS up 6 after new low. JASO up 5 after new low. NENE up 5. TSLA up 1 with news. Always TSLA news. ENOC flat after new low with volume .... NORX down 71. DSTI down 62. CBEH down 44 with volume. LEXG down 25. MKTY down 23. CABN down 20, new low with volume. BFRE down 16. CNTO down 15. CSGH down 12. CCTC down 11. KIOR down 11, new low. NAMG, TMEN down 10. TERP down 5, new low. CSUN down 3, new low. ACPW down 3, new low. AMSC down 1, new low.

ITALY 1ST EUROPEAN NATION to require use of advanced biofuels .... Granbio planning 2nd cellulosic ethanol plant in Brazil. 22M gal/yr from sugarcane bagasse. $190M. Plans for at least 10 more plants with $1.7B investment .... Belgian family bought majority stake in France's Eurowatt .... Chile OK'd 49Mw solar project .... Heliocentris - German energy efficiency comp - 230% sales growth 3Q14 .... Solari Energy (Australia) shelved $87M of solar projects .... Wunder (US) launched solar fund with 7%/year return. $1M initial funds. Per-project investing .... Solidia Tech (US) tech reduces carbon emissions up to 70% in cement, concrete production. Cement production 2nd largest CO2 emitter in world. Last major industry innovation was Portland cement ~200 years ago. Solidia cures concrete with CO2 .... Lockheed unveiled plans for commercial nuclear fusion power in 10 years .... 4K bl oil spill from Louisiana pipeline .... Chipotle supports Colo, Oregon GMO labeling plans ....LA mayor wants to cut city's water use 20% .... Ships with oil on board capsized in Alabama bay.

NO BIG RUSSIAN WITHDRAWAL FROM UKRAINE BORDER: NATO .... N, S Korea military talks .... US Army didn't disclose soldiers' exposure to sarin, nerve gas in Iraq war. (And that's why we can't trust govt.) .... Houston subpoenas demand pastors turn over coming sermons about homosexuality .... Pennsylvania 10-year-old killed 90-year-old woman .... US calling for major reform in intl drug laws .... Singapore fisher caught creature with 100 arms .... 2 jumbo squids attacked Greenpeace sub. (50 shades of Jules Verne.) .... 7.3 quake off El Salvador .... CDC made faster test for entirovirus strain .... O yea, energy: new batt said to recharge in minutes, last 20 years .... US backing New Zealand plan to overhaul Kyoto pact .... GAO finding US agencies stumbling in efforts to cope with acidic oceans .... Higher CO2 levels may help stabilize some grasslands in dry years: study .... Concrete's life span shortened by global warming climate change: study .... Onshore wind is cheapest power source when counting health, enviro costs: analysis .... US clean/renewable power cap expected to double by '21 (excluding hydropower): Bloomberg .... New China program requiring local govts to buy large volumes of EV taxis, buses .... 187 comps around world - including BMW, Centrica, Samsung, Unilever, Apple, Google, Microsoft, Berkshire, Amazon, Comcast - demonstrating superior approach to global warming climate change mitigation: CDP .... Whole Foods unveiled sustainability rankings for produce .... Brazil reduced its deforestation rates ~80% over last decade. But reactions to policies by food industries driving new deforestation risks: reports .... Scientists invented lith-ion batt that gives early warn on electrode fires .... US residential rooftop solar demand could approach 1Gw/yr next 2 yrs: NPD Solarbuzz .... S Cal Ed using 600K lith-ion batt storage - enough for 2K Chev Volts - at Tehachapi substation in $54M, 2-yr test project (1/2 paid by DOE) to store wind power. Stores up to 32Mwh. EV batt prices down ~50% since '10 to ~$500/Kwh. Musk predicting $100/Kwh in 10 yrs .... Aviation biofuels reduce GHG emissions at least 50%: NASA .... Sun Ed announced "zero white space" solar tech. Increases module output up to 15%, decreases total system cost up to 8%. Utilizes area between cells, elims bus bar shadowing losses, reduces el losses. High volume manufacturing starts 2H15 .... Smart censors to control lights can save 50-70% power use: Velocity RDT (UK). HVAC next .... Etrion (Switzerland) started building 34Mw solar projects in Japan with Hitachi unit. 24.7Mw online by end of '16, 9.3Mw online by end of '15 .... GE to supply turbines for 750Mw combined cycle natgas power plant in Kurd Iraq .... Canadian Solar (CSIQ) to supply 146Mw solar for 2 73Mw projects in Honduras. March completions. Solar Power (SOPW), Honduran comp developing .... Broadwind (BWEN) got $11M wind tower order from US comp. '15 deliveries .... Sharp, Orix turned on 8Mw solar plant in Japan .... India plans auction of 1Gw solar - each project capped at 50Mw - in Andhra Pradesh. Plan to shift responsibility for clean power from states to central govt which expects to install 15Gw clean power by '19. 3Gw by '17, 5Gw more by '18, 7Gw more by '19 .... Areva contract to build biomass power plant for Brazil utility. Woody biomass feedstock. Online '17.

WEDNESDAY OPEN .... Market down 206/36/20. Volume heavy. WTI ~$82, Brent over $85 .... US producer prices down 1st time in year. US retail sales down more than forecast .... (stock #s in %) LMRMF up 23. GTAT up 21 with news. XSNX up 12. PRHL up 11. BIOF up 9. NENE up 5 .... LEXG down 27. GWBU down 26. UBRG down 17. USEI down 16. KIOR down 14, new low. WTWO down 14. XDSL down 12. AETI down 11. NAMG, TMEN down 10. NTCXF down 6, new low. TERP down 5, new low. SCTY down 4 with news. CSUN down 1, new low.

Tuesday, October 14, 2014

TUESDAY CLOSE .... Market flat, mixed. Volume a little heavier than yesterday. WTI under $82, Brent over $85. US natgas $3.84 .... Un alive. (O, joy.) .... Hong Kong protesters persisting protesting .... Sierra Leone needs $1B to fight Ebola. Zuckerberg, wife gave $25M to CDC for Ebola fight. Ebola aid worker died in Europe .... (stock #s in %) NORX up 250 with volume. DSTI up 45. BFRE up 39. CSGH up 26. CBEH up 25, up 25x on year. CCTC up 21. GWBU up 20. VOIL up 17. (Dump delayed?) CNTO, XDSL, ECAU up 14. ABAT up 11. NAMG up 11 after new low. BLDP up 9. BOPO up 7, up 14x on year. CLNT up 5 after new low. CLNE up 4 after new low with volume. CREE up 3. CREG up 3 after new low with volume .... PWDY down 35 with news. LYSDY down 29. GPRC down 28, new low. CERPQ down 25. CGYV down 21. LMRMF down 19. LEOM down 17. IFXY, ASPW, CDXS down 16. LEXG down 15, new low with news. WSGP, ZAAP down 14. GERS down 13. KIOR down 12, new low. ENOC down 12, new low with volume. EVSI down 12. URRE down 12. LSCG down 6, new low. JASO down 6, new low with volume.

'14 SUMMER WARMEST GLOBALLY ON RECORD: NOAA .... Global clean energy investment up to $64.8B in 3Q14: Mercom. Solar sector saw $9.8B investment, up from $6.8B in 2Q .... Study warning of sweltering "grim future" for E. China .... Climate change leads to wider temp difference between night, day: study .... Pentagon: climate change will intensify global conflict. Calls climate change "immediate risk" to national security, released military plan .... Near-pristine lake in Japan threatened by climate change, invasive species .... Study shows increase of CO2 in atmos lower than predicted because of plants .... Nobel winner for economics argued necessity to reach binding agreement on climate change regs as soon as possible before countries try to get better leverage for carbon target negotiations .... G. W. Bush's 1st EPA administrator praised Obama admin's rollout of proposed rule for reducing carbon emissions from power plants .... China acknowledged their unfair clean power pricing. To sharply lower (by 50%) tariffs, export credits, low interest loans by '20. Looking at building China solar powgen cap to 100Gw by '20, wind power to 200Gw. (Not in stone yet.) .... New liquid-solid mixture may lower costs of carbon capture: research .... AEP challenging net metering plan in Ohio high court .... Austin utility seeks natgas power plant despite city's zero-carbon goal .... Statoil shed remaining stake in Caspian megaproject .... 4 breakthroughs have brought cost of algae biocrude down to $7.50/gal. 3 roadblocks remain to get it to $3/gal goal .... National Oilheat Research Alliance: B20 blend OK for heating oil .... 2nd Valero ethanol plant in week caught fire in Indiana .... Argentina biodiesel exports soaring after govt cut export taxes in May to 11% from 21%. Exports could double last year's 700K tons .... Keene U researchers studying toxicology of biodiesel particulates .... Purdue U researchers developed new form of plastic that could revolutionize how energy is used, stored. "Radical polymer." Being tested in transparent solar cells; light, flexible batts; consumer electronics. 10x more conductive, simpler to manufacture than current tech .... New China coal import tax could spell disaster for Australia miners. New duty between 3-6%. Australia now supplies 25% of China imports .... Sun Energy 1 began install of Jinko solar panels in Duke Energy project at 3 NC institutions. 20Mw 1st phase of 52Mw. All online in '15 .... E.ON getting up to 4% more power from 283 GE 1.5Mw wind turbines using GE software platform .... Solaria (Spain) to supply 20Mw solar buildout in Uruguay. Components made in Uruguay .... Solar Power (SOPW) to build another 30Mw project in Inner Mongolia. Already building 20Mw solar there .... Altus Power getting $125M from Franklin Square for commercial, industrial solar projects .... Takees to invest up to $28M to build 6Mw biomass power plant in Japan .... TenKsolar (US solar developer) getting $8M in finance round .... Electrosul (Brazil) borrowing $34M for Brazil wind, solar projects .... Green City Energy, Arkolia to build 34Mw of solar in France .... NTPC (India) to invest $815M in 750Mw solar plant .... Jiangsu Linyang $287M share sale to fund solar projects.

KURDS RECAPTURED KEY HILL WEST OF KOBANI .... Syrian Kurds got "symbolic" amount of arms from Iraq, but can't send them to Kobani .... Turkey bombing Kurd militants in Turkey .... 6 Pakistan Taliban leaders pledging help to ISIS .... Netherlands gave OK to biker gangs to fight ISIS.

TUESDAY OPEN .... Market up 86/16/5. Volume heavy. WTI over $84, Brent over $86. UK lawmakers voted for Palestinian state. Germany cut growth outlook .... (stock #s in %) WSGP up 28. GTAT up 27 with news. BFRE up 21. XDSL up 14. ABAT, CCTC up 11 .... LYSDY down 32. CERPQ down 25. CGYV down 21. CDXS down 17. ASPW, IFXY down 16. WTWO down 14. JUHL down 12. NGLPF down 11. KIOR down 10, new low. URRE down 9, new low. ENOC down 8, new low. CABN down 5, new low. JASO down 4, new low. TERP down 4, new low.

Monday, October 13, 2014

MONDAY CLOSE .... Market down 223/62/31. Volume real heavy, but less than Friday. WTI over $85, Brent over $88. US natgas $3.88 .... ISIS seized Iraqi base. (All I saw in news. Apparently, they're still taking ground.) .... Stock #s in % DSTI up 115. BFRE up 79 with volume. LYSDY up 48. LEOM up 28. CDXS up 20, new high with volume. ZNNMF, BLDW up 17. MMMW up 8 with news. ALTI up 8 .... NORX down 77, new low. GTAT down 51, new low with volume, news. CCTC down 35, new low with volume. GERS down 33. ASPW down 25. VOIL down 24. SSOL down 20. GWBU down 16. RBCN down 15. GPRC, HYSR down 12. AXAS down 11 with volume. KIOR down 11, new low. CJES down 10, new low with volume. SUNE down 10 with volume. URRE down 10, new low. SCTY down 9. CSIQ down 8. CLNT down 8, new low. CREG down 7, new low with volume. TERP down 7, new low. CSUN down 6, new low. FSLR down 6 with volume. GEVO down 3, new low. AMSC down 3, new low.

RECORD HOTTEST SEPTEMBER GLOBALLY: NASA. Jan-Sept 3rd hottest .... Massachusetts Ebola case false alarm. Liberia Ebola workers strike averted .... ISIS reportedly surrounding Baghdad. Explosions in Basra .... Turkey now denies allowing US/coalition to use bases .... Ruble hit new record low .... Rising seas may be noticable in 15 years: study .... Volcanic eruption still going in Iceland after 6 weeks .... Kissinger: Iran a 'natural ally' of US .... Utilities telling solar users to pay their fair share (for infrastructure) .... Sumatra pollution nearing danger level. Flights disrupted. Serious smog in Beijing last week .... Norway OK'd 1st direct power line to Germany, granted license for line to UK. Germany already granted permit. Both lines 1.4Gw, online '18-'20. Norway already linked to Netherlands, Denmark, Sweden .... County abandoning 600Kw pilot tidal power project in Puget Sound. Loss of DOE backing .... OPEC oil production up 400Kb/d in Sept. Russia production up to 10.6Mb/d. (My guess to cover lower prices.) .... Deutsche Bank: 9% of US shale oil production uneconomical under $90/bl, 40% under $80 .... Explosion at Iran's main weapons development base last week. Nuke talks resume this week. Deadline may be extended 2nd time .... CEOs of major state-owned comps in China to take up to 60% pay cuts next year. Sinopec CEO made $141K last year. (And China a larger econ than US?!) .... Drillers giving up on shale wells in Poland. Not enough there .... Shell to sell productive oil block, pipeline in Nigeria for over $2.5B .... Angola plans to increase oil output to 2Mb/d by '17 .... US imports of Canada oil up 494Kb/d week ended Oct 3 to 3.25M .... Alt fuel vehicles approaching 1% of new vehicle production. 12 EVs, 10 hybrids, 1 CNG .... DOE $13.4M for 5 advanced biofuels, bioproducts projects. Also launched $25M funding initiative for algae techs .... Eni signed 2 new production sharing contracts for oil/gas exploration offshore Vietnam .... EPA OK'd $200M expansion to TX combined-cycle natgas power plant .... China Longyuan started up 24Mw wind farm, 20Mw solar farm in China .... French parliament voted to reduce nuke power share to 50% from 75% now, adopted program to drastically reduce energy use by '50 .... Sunpower (SPWR) to supply modules for 4 GDF Suez projects in France. 3 12Mw, 1 5Mw plants, all online by end of '15 .... Canadian Solar (CSIQ) supplying EDF 24Mw project in Cal. Panel deliveries 1Q15. Dominion Resources to buy farm from EDF .... Alstom to develop floating wind turbine tech with DCNS. Initial 6Mw turbine by '17. France supporting with 6M Euros .... John Laing (UK) raised $80M for clean power plan .... Brazil suspended development of 3 small hydropower projects. Potential damage to archeological sites, indigenous lands .... United Wind expects to close $50M for wind leasing by yearend .... Financial risk for UK offshore wind causing projects to grind to halt: Renewable UK .... FLS Energy investing $100M in 67Mw solar project.

MONDAY OPEN .... Market down 47/43/10. Volume heavy. Indeces at or below 200-day lines. WTI over $84, Brent over $88. Iraq oil price cut. Feds: slow world growth could delay rate rise. Finland downgraded. Gaza raised $5.4B. Liberia Ebola workers on strike, 80% go without safety equipment .... (stock #s in %) POLR up 100. BLDW up 17. MKBY up 15. XDSL up 14. ZAAP up 13. MMMW up 8 with news .... GTAT down 52, new low with news. Trading may be halted within days. WEST down 39. GERS down 37. AMLM down 34. VOIL down 26. (Dump phase of pump and dump.) GWBU down 16. JUHL down 14. WWPW down 12. RBCN, PRHL down 10. SCTY down 7. KIOR down 5, new low. SZYM down 5, new low. TSLA down 5. CREG down 4, new low. CLNT down 3, new low. NTCXF down 3, new low. GEVO down 2, new low.

Saturday, October 11, 2014

300 US TROOPS ON BAGHDAD AIRPORT PERIMETER SECURITY as ISIS closes in .... Germany trying to convince Turkey, Iran to join fight against ISIS. (What's Germany doing?) .... Top Kurd militant threatening Turkey with new Kurd revolt if Turkey stays out of fight over Kobani .... India, Pakistan resumed Kashmir fighting .... Record Antarctic sea ice level: NASA .... Global warming climate change projected to cost global econ $700B/yr: Climate Vulnerability Monitor .... Release of 50B ton reservoir of methane from melting Arctic ice could by itself advance global warming 15-35 years, cost $60T to global econ: research .... Putting world on path for sustainable energy production to cost $53T: IEA. In long run, though, could save world money .... For each *C of warming, area burned in west US wildfires increases by factor of 2-4: NAS. Temps in S west up over 1*C since '70's: National Climate Assessment .... Methane hotspot at 4 Corners from local coal mining. N Am's most productive basin of coalbed methane (type of methane that sticks to coal surface) ....Massachusetts raised its solar net metering cap to 5% from 3% of grid cap for govt entities, 4% for biz .... Oil/gas industry can cut methane emissions 40% at avg. annual cost of less than $.01/KCF with available techs, practices. 40% reduction would save US econ, consumers over $100M/yr, create $164M net savings for operators .... Greece OK'd their piece of Trans-Adriatic natgas pipeline. Azerbaijan to Europe. Construction can now commence .... BG Group, Ophir discovered another 1TCF offshore Tanzania. Ophir looking at 17TCF recoverable reserves there .... New natgas discovery offshore Brazil by Petrobras consortium .... Chevron selling 30% interest in Alberta shale play to Kuwait comp for $1.5B. Est. 443TCF, 62B bls in Duvernay Formation. (That, pards, is a whopper.)

Friday, October 10, 2014

FRIDAY CLOSE .... Market down 115/102/22. Naz volume real heavy. Naz down to 200-day lines. WTI over $85, Brent over $89. US natgas $3.85 .... Merger of ISIS, al-Qaeda could cripple civilized world: Iraq researcher. US/coalition strikes speeds it up. (OK, then, let's bring this convoluted age to its glorious conclusion.) .... Airbus got $7B A320 order from China .... IMF: US to grow 3.1% in '15, Eurozone 1.3%, Japan .8%, China 7.1%. (Who knows, really. Just a look see ahead through the looking glass.) .... (stock #s in %) ASPW up 60. CERPQ up 42. PWDY up 36. CPWY up 29. MDDD up 25. GERS up 21. BFRE, GWBU up 20. RBCN up 20 with volume off bottom. ALTI up 18 off bottom. LEXG up 17. WTWO up 16 more on recent run. XSNX up 14. NORX up 12. EWRL up 10. CLNE up 2 with volume after new low. CREE flat after new low with volume .... DSTI down 57. POLR down 50. ECAU down 38. GTAT down 37 with volume, back on bottom on news. CABN down 23, new low with volume. (Moral of story: don't get out ahead of story. May be buy now, though.) BLDW down 14. CBEH, MKBY, SRWRF, WEST down 13. XDSL down 12. WWPW, POWI, LEOM down 11. RGSE down 11, new low. VOIL, HSOL down 10 (Funny how VOIL's top keeps coming down on Yahoo. How does that work?) CLNT down 10, new low. CCTC down 10 with volume. RNWEF down 8, new low. TSLA down 7 with news, volume. CREG down 4, new low with volume. NTCXF down 3, new low. ACFN down 2, new low. AMSC down 1, new low.

ISIS WITHIN 8 MILES OF BAGHDAD AIRPORT (ABU GHRAIB), armed with MANPAD missiles .... Daily ISIS bombings in Baghdad .... Iran trying to convince Turkey to save Kobani from ISIS .... Al Qaeda affiliate freed priest, Christians in Syria .... US Navy took control of new missile defense base in Romania .... Koreas trading heavy machine gun fire at border .... Prepare for climate change -- or else: FEMA .... Low-carbon energy transition could save global econ est. $1.8T over next 20 yrs: Climate Policy Initiative .... Transitioning away from coal can achieve 80% of needed emissions reductions for just 12% of asset value at risk .... Ocean acidification to cost global econ $1T by 2100 (if things don't change) .... Arctic losing 300% more ice than Antarctic gaining .... EPA to approve "Agent Orange" (bee-killing) herbicide .... Satellites revealed massive methane leaks in US 4 Corners region .... Fish will move away from tropics if CO2 emissions continue to rise: study .... US econ could gain from decarbonization, but pace key: reports .... Fragmentation in Brazil's Amazon could boost carbon emissions, kill more trees: study .... Indonesia to build $263M sea wall to protect Jakarta .... Crucial path for polar bears' hunting, breeding melted 4 yrs ago .... IMF sees '14 global growth of 3.3%, '15 growth of 3.8%. Down from July forecasts. IMF always optimistic .... Near 70% of voters in oil/gas Western US states support BLM rule that would "significantly" reduce venting, flaring of natgas from drilling sites on public land .... Cal revised proposed fracking rules .... Mid American Energy to invest $280M more in Iowa wind power projects. 1 new site, 1 site expansion. 67 turbines. Blades to be made by Siemens in Iowa .... EIA sees slightly higher biofuels production in '15. Ethanol 933Kb/d, biodiesel 84Kb/d .... EC raided biofuel producers in 2 countries over alleged price fixing .... German biodiesel exports up 18% on year through July. 283M gal .... Lukoil started new Siberia oil field development 5 months early. Difficult fundraising, though .... Clean power could power all of Oregon: report .... $30M energy conservation project at U of Arkansas to save near $2.4M/yr. Completion mid-'15. To cut campus utility costs ~50%. Funded through 18-yr bond. To build on-campus power plant, centralize HVAC, upgrade control systems .... LDK Solar to supply 60.5Mw for China project .... Trina Solar selling 10.6Mw UK solar plant to Foresight. Trina building 50Mw more solar in UK .... Scotland OK'd up to 2.3Gw offshore wind. 4 projects. 450Mw by Mainstream for $2.4B expected online in '18. Seagreen to build 2 farms for up to 1Gw. Inch Cape to build 784Mw .... Solar Power (SOPW) to build 20Mw solar farm in Inner Mongolia. Online 4Q .... Renewable Energy Gen (UK) sold 2 UK wind farms - 18Mw - to Blackrock for $58M .... KfW sold $1.5B of green bonds to US investors .... EPM (Colombia) to build 600Mw clean power in Chile .... Musk unveiled Tesla "D" - souped-up "S" .... China imposed tariffs on coal imports .... US turned 16 planes ($486M) for Afghan Air Force into $32K of scrap. (Really.)

FRIDAY OPEN .... Market down 4/47/4. Volume heavy. Naz down to 200-day lines. WTI over $84, Brent over $89. Iran matching Saud oil price cut. Kremlin factions feuding over econ. Hong Kong cancelled talks with protesters .... (stock #s in %) XSNX up 38. WTWO up 16. LEXG up 15 .... DSTI down 57. POLR down 50. ECAU down 38. WWPW down 22. GTAT down 21 with volume. CABN down 15, new low with volume. LMRMF down 15. SRWRF down 13. XDSL down 12. AXPW down 11. PSON, SENY down 10. POWI down 9. RGSE down 8, new low. TSLA down 6 with news. NTCXF down 5, new low. CREG down 4, new low. ASTI down 3, new low. AMSC down 1, new low. CREE down 1, new low.

Thursday, October 9, 2014

THURSDAY CLOSE .... Market down 334/50/40. Volume a little heavy. WTI over $84, Brent ~$89. US natgas $3.83 .... (stock #s in %) ECAU up 44 with news. AXPW, GERS up 27. GPRC up 24. WTWO up 20. AMLM up 19. GTAT up 17 with volume, news. SSOL up 16. ALTI up 12. BFRE up 11. VOIL up 8. NENE up 5 .... SPIR down 36, new low with volume. ASPW down 28. BSRC, DSTI down 25. CABN down 8, new low with volume. (I guess that recent news release is coming back on them. Too much iffy.) GWBU down 18. SZYM down 15, new low with volume. USEI, EWRL down 15. PTOS, CNTO down 14. ASTI down 13, new low. CBEH down 12. PSON, TMEN down 11. DPSM down 11, new low. RBCN down 10. FSLR down 9 with volume. LEXG down 8, new low. XSNX down 7, new low with volume. JASO down 7. CREE down 5, new low with volume. MMMW flat, big day spread.

ISIS BATTLING FOR KOBANI TO MAINTAIN OIL BLACKMARKET TRAIL. (Apparently, US airstrikes didn't take out all ISIS oil assets.) .... At least 10 ISIS fighters apprehended at Tex-Mex border: congressman. Homeland Security denies .... Virus paralyzing US children came from Central Am (with all those child refugees let in, presumably) ... Iran hailing "constructive" talks with UN nuke agency .... EC OK'd Canada oil sands imports. "Not dirty." Oil sands generate ~25% more carbon than crude .... Sanctions forcing Shell to discontinue work with Gazprom Neft to extract Siberia shale oil .... Warm weather mushroom boom to blame in reindeer's elevated radioactivity levels. (Will it affect Santa's Christmas deliveries? Is he going nuke?) .... Record West Nile virus outbreak in Cal linked to drought, heat .... Many US national wildlife refuges lack plans for dealing with global warming climate change .... EPA sent ozone review to White House .... Global comps set up website for young folks to talk about global warming climate change .... US rail lines moving 1Mb/d of oil. Backing up deliveries of everything else. Rails to spend ~$26B this year for upgrades, new hires .... Drought creates ideal wine producing conditions in N. Cal .... 2nd Cheneire US LNG export project got enviro OK from FERC .... Japan spent near $30B on solar in past 12 months, installed as much as is in Spain .... US oil production 8.8Mb/d last week: EIA .... World Bank est. China GDP growth 7.2% in '15 .... Up to $1/gal added to St. Louis E85 price by oil industry to discourage use of biofuels: ethanol group .... Petronas threatens to scrap LNG export terminal project on Canada west coast over new BC tax regime .... IEA reversed stance on rebound effects of energy efficiency. Previous est. of 9% now up to 60%. May require 13% more clean power by '35 to meet higher global power demand, climate targets. Rebound effects when energy efficiency improves power performance or lowers costs or both .... US retail el prices up 3.2% over '13. Avg. 12.3 cents/Kwh. Best time to lock-in fixed prices - spring or fall .... Boston comp bought 1.9Mw 28-year-old hydropower plant, grounds for $1.3M .... Pepco RFP for 360Mw wholesale power supplies for D.C. .... Avnet turned on 1Mw solar rooftop, parking canopies system in Tempe, AZ. To save $5.8M over 25 yrs .... Europe natgas power plant development at 10-yr low: Platts .... Canadian Solar (CSIQ) supplied 10Mw in 3Q to NJ comp .... Gamesa to supply 18Mw of 2Mw turbines to Turkey comp .... Suzlon plans new turbine manufacturing plants in India. Looks to develop 2Gw wind power in India. Also plans up to $50M investment for 400Mw/yr turbine plant in Brazil by '16 .... EIG to invest $125M in Greenko (India) to help develop wind, hydropower projects in India .... Brazil eliminated some taxes for wind power components to boost local demand .... United Wind (US) drawing investors with wind leasing model. UW develops 10-50Kw projects .... China unveiled ambitious wind, solar targets with new 5-year plan .... Terra Form bought 25Mw Hudson Solar operating portfolio .... E.ON 120Mw wind project rejected by local council .... Alstom to link 201Mw of Voltalia's Brazil wind farms in 14M Euro deal .... Venezuela must pay Exxon $1.6B for nationalization: World Bank tribunal.

THURSDAY OPEN .... Market down 265/54/24 on who knows what. WTI over $86, Brent over $90 .... ISIS grooming Chechen fighters for Russia fight. Kurds running out of ammo in Kobani. (Air drop a bunch in, US.) .... (stock #s in %) GERS up 41. AXPW up 26. GPRC up 20. AMLM up 19. PRHL up 17. SSOL up 16. MDDD up 14. ALTI up 12. VSPC up 11 .... ENSL down 32. SPIR down 28. DSTI, BSRC down 25. GWBU down 18. MKBY down 16. CNTO down 15. PTOS down 14. SZYM down 14, new low with volume. CABN down 13, new low with volume. PSON down 11. RBCN, USEI down 10. ALTI down 5, new low. ACFN down 2, new low.

Wednesday, October 8, 2014

WEDNESDAY CLOSE .... Market swung up 274/83/33 on Fed minutes. Volume pretty heavy. Indeces back to or near 50-day lines. WTI over $87, Brent over $91. US natgas $3.85 .... Most powerful storm of year headed to Japan. "Vongfong" .... (stock #s in %) BFRE up 100 with volume. LEXG up 40 with volume after hitting new low. TMEN up 34. DPSM up 15. UBRG up 13. BLDW up 12. MKBY up 11, new high. HIIT up 8, new high with volume, news. QTMM up 5 with volume. CREE up 3 with volume after hitting new low .... GPRC down 45, new low with volume. AQNM down 35. CPWY down 29. CRCL down 27. WSGP down 22. AMLM down 19. IFXY down 15, new low. CERPQ down 15. ECAU down 10. GTAT down 9 with volume, huge day spread. KIOR down 7, new low. ASTI down 7, new low. CABN down 6, new low with volume. ACFN down 6, new low.

CHINA PASSING USA IN PRICE-ADJUSTED GDP JUST ABOUT RIGHT NOW: IMF. By end of this year, China price-adjusted GDP est. $17.8T, USA $17.4T. (And that, pards, is history.) .... Earth's deep ocean hasn't warmed since '05: NASA .... Canadian soot could be linked to Greenland ice-sheet melt: study .... Canada won't meet its Copenhagen target: enviro audit .... US admin to roll out new climate agenda focused on national resources .... DOE says US winter to be warmer than last, saving natgas customers ~5%, propane customers ~34% .... EPA making available to states updated computer model to measure different types of pollution from transportation .... Avg. US vehicle fuel economy hit record in '13: EPA .... Judge rejected Nebraska challenge of EPA power plant rules .... Gardner rejecting human-caused global warming climate change in Colo senate race. Near same story in other races. Republicans going "agnostic" or antagonistic on human-caused global warming climate change .... Rising temps contributing to coral bleaching in Hawaii: study .... Calif residents finally cutting water use: report .... Trina Solar to raise another $250M .... Solar City (SCTY) to lend money to customers in 8 states to buy rooftop solar systems. Monthly payments based on how much el system produces. Several competitors already doing it. Leases now 66% of roof installs. Loans to grow. Customers can save 10-20% over grid .... EU approved new Britain nuclear plant .... U of Bristol scientists found enzymes don't need water to function. (Could save many bucks for biofuel industry.) .... NSF awarded cycleWood Solutions $741K grant to commercialize "Xylobag". Compostable plastic bag made from biofuel byproduct lignen .... New nuke fuel rod from Lightbridge (LTBR) could increase output from existing nuke plants 10-17%. Proving now its safe, able to replace existing rods. Zirconium, uranium alloy, helical shape .... 110Mw carbon capture coal plant went online in Canada. Still emits ~ same as natgas plant. Captured CO2 used to extract oil from nearby wells. $114B build. Uses lignite (retrofitted coal plant) .... GE unit joined 2 Japan comps for 60% investment stake in 231Mw $1.1B solar project in Japan. $867M loaned by Japan banks. Online 2Q19. GE also debuting new 1Mw inverters .... Palmetto Clean Energy (S Carolina) awarded grants to 2 schools, Columbia zoo for solar projects. Program financed by Duke Energy contribution .... 2.4Mw rooftop solar system completed on Anaheim convention center. $5.7M. Borrego Solar install .... Canadian Solar (CSIQ) got $46M construction loan from Manulife for 10Mw Ontario solar project. Concord Green energy to own. Grid connect 4Q .... Global investment in energy efficiency overtaking wind, solar investment. At least $310B/yr now: IEA. Cumulative energy savings '01-'11 in IEA countries more than energy demand of US, Germany combined in '12 .... Energy efficiency improvements in transportation may cut fuel costs up to $189B/yr by '20. Global transportation spending est. to reach $2.8T in '20 .... To hold global temp rise to 2*C, 40% of emission cuts to come from energy efficiency .... JFE unit finished 10Mw solar plant in Japan .... Bolivia seeks builder for $50M, 20Mw wind farm .... Global debt finance to solar comps on pace to reach most since '10. Almost 1/2 going to developers, installers instead of manufacturers. ~$18.4B borrowed through 3Q, near 3x '13. $6.8B in '12, $36B in '10, $20B in '11. In '10, 92% was in China .... 52Gw est. solar installs this year. Est. 61Gw in '15. 40Gw in '13 .... Bulgaria to get 16M Euros for clean power finance .... UK econ would get 62B Pound boost from 40% cut in energy use: study .... Carnival cruising toward $2.5B fuel savings this year. 24% savings over last 7 years.

WEDNESDAY OPEN .... Dow down 44, Naz up 1, SP flat. Volume normal. WTI over $87, Brent over $90 .... Orderly Ruble decline seen costing up to $30B. Ukraine rebs renewed independence call, truce ended .... Kurd protests in Turkey over lack of Turk help against ISIS ... World Bank sees Ebola econ impact of $32B in Africa .... (stock #s in %) BFRE up 55 with news. GTAT up another 37, 2-day rebound double. LEXG up 28. PWDY up 25. BLDW up 18. WEST up 14. UBRG up 13. DPSM, QTMM up 10. HIIT up 10, new high .... GPRC down 30, new low. WWPW down 21. WTWO down 20. JUHL, CBEH down 19. GWBU down 12. ENSL down 10. VOIL down 10 more with news. ACFN down 8, new low. SZYM down 6, new low. ASTI down 2, new low.

Tuesday, October 7, 2014

TUESDAY CLOSE .... Market down 272/69/29. Volume heavy. WTI over $88, Brent over $91. US natgas $3.92 .... Israel shelled S. Lebanon after Hezbollah border blast wounded soldiers. Jong Un out of sight for month. Russia propping up Ruble with near $2B. India, Pakistan exchanged fire over Kashmir border .... (stock #s in %) WTWO up 66 with volume. CRCL up 60. GTAT up 51 with volume on rebound. GERS up 25. DSTI up 24. CNTO up 19. EFOI up 17 with volume. GWBU, SOPW up 14. ENSL, LMRMF up 11. CABN up 7 with volume .... PWDY down 28. TMEN down 24, new low. LEXG down 22, new low with volume. ALTI, NORX down 20. MMMW down 16 with volume, top made. VOIL down 15 with volume, coming off top. CCTC down 11. UBRG down 11, new low. SWET, BFRE down 10. KIOR down 9. CLNE down 8, new low with volume. ACFN down 7, new low. GEVO down 7, new low. LSCG down 6, new low. CREE down 5, new low with volume, downgrade. XSNX down 4 with volume.

AS ISIS GAINED GROUND IN KOBANI, SYRIA, TURK ARMY WATCHED a few hundred meters away. They want no-fly zone in N Syria before committing ground troops .... Latest: Erdogan calling for ground ops against ISIS .... US sanctions on Russia much more far-reaching than thought: KPMG. Russia finance minister: Russia can't afford military spending plan. IMF: Russia GDP to grow just .2% this year, '15 forecast halved to .5% over standoff continuing .... Conflicting ocean studies renewing science argument over global warming "pause" .... More Republicans claim they're "agnostic" on climate policy, science .... MIT competition used crowdsourcing to find climate change solutions .... Ocean energy set to become commercial by '30 in Europe: experts .... Estimates of methane releases from melting Arctic may be too low: study .... California would survive 7-decade drought: computer simulation .... Fish species take many generations to adapt to CO2 increases: report .... Sri Lanka establishing $100M climate resilience plan .... Costs for new S Carolina nuke reactor to grow another $1B .... IRENA: biomass could account for up to 60% of global renewable energy mix by '30, up to 20% of world's el needs. 40% of biomass would come from ag residues, waste. Energy crops, forest products the rest .... Freuderberg-NUK to release report on biodiesel impacts on engine seals .... Zimbabwe looking to license more ethanol producers to supply 20% mandate. 1 supplier currently licensed by govt .... Japan launched av biofuel initiative for '20 Olympics .... Indonesia B20 trial ends in Nov with 40K kilometers tested .... Exxon CEO: US oil export ban no longer necessary .... Oil discovered offshore Senegal by Cairn, Conoco, partners .... Up to 20% of solar power lost when electrons move to storage batt. OH State researchers invented hybrid solar batt. Captures solar energy, stores virtually all energy it collects. Oxygen, light enable multiple chem reactions needed to charge batt. Reduces costs up to 1/4. Lithium peroxide yields lith ions, ox yields lith metal for batt storage. Titanium gauze, titanium dioxide rods for solar panel mesh. Awarded $100K DOE prize this year. Lead researcher started KAir Energy Systems to develop tech .... "60 Minutes" looking into Duke Energy coal ash ponds .... Bolivia plans to start program this year to develop nuke power .... Capital Dynamics bought 1st 150Mw phase of 300Mw TX wind project. To connect to ERCOT grid. Acciona 3Mw turbines .... Gamesa to supply 68Mw of turbines for Brazil wind project .... Invenergy raised $75M in debt offer .... Brazil state-run power comp OK'd to borrow $84M from KfW (Germany) to add 48Mw to 168Mw wind farm. Total expansion cost $118M. Part of KfW's 100M Euro finance plan. Brazil to have over 7Gw wind power by yearend .... NV Energy to add 300Mw clean power to Nevada portfolio via tenders .... Samsung may cease solar ops .... IFC to lend $59M to Green Infra toward 182Mw wind cap .... Iberdrola chose J P Morgan to sell 2B Euros worth of clean power assets .... Neste Oil switching R&D focus to expand biofuel feedstocks .... Maryland ozone plan requires reductions from coal plants.

TUESDAY OPEN .... Market down 85/16/8. Volume a little heavy. WTI over $89, Brent over $91. Europe concerns. IMF sees froth. German Aug. industrial output down most since '09. UK Aug. industrial production stalled. Japan kept monetary policy unchanged .... Dutch jets made first strikes in Iraq. N., S. Korea navies traded warning fire near border .... (stock #s in %) GTAT up 62 with volume, rebound from yesterday. GERS up 28. CNTO up 19. EFOI up 19 with volume, news. MMMW up another 16 with volume, day 3. RBCN up 14. LEOM up 11. BLDW up 10 .... WWPW down 41. ECAU down 18. UBRG down 17, new low. NORX down 16. ENSL down 14. TMEN down 14, new low. XSNX down 12. DPSM down 9, new low. LSCG down 6, new low. LEXG down 3, new low. CREE down 1, new low with news.

Monday, October 6, 2014

MONDAY CLOSE .... Market down 17/20/3. Volume slightly heavy. WTI over $90, Brent ~$93. US natgas $3.91. Hong Kong govt in formal talks with protesters. Chinese insurer buying Waldorf Astoria for $2B. ISIS entered Kobani amid street fight with Kurds. (Way to go, US airstrikes.) 1st Ebola infection outside Africa - Madrid nurse .... (stock #s in %) WTWO up 50 with volume. MMMW up 30 with volume, day 2 of surge on news. BLDW up 23. GERS up 20. CERPQ up 16. RVLT up 16 with volume, update. ENZR up 15. ECAU up 10. LEXG up 9 with volume. HIIT up 5, new high with volume .... GTAT down 92 with huge volume on surprise bankruptcy. (What the hell?) DSTI down 21. BFRE down 20. CSGH down 16. PANL down 15, new low. CBEH down 13. CABN down 11 with volume. CCTC, LEOM down 11. DPSM down 11, new low. RBCN down 11, new low with volume. HYSR, LIME, PEIX, MDDD, NENE, WSGP down 10. GEVO down 8, new low. CLNE down 2, new low. ASTI down 1, new low.

PANETTA SEES 30-YEAR ISIS WAR. BLAMES OBAMA .... So far, each person infected with Ebola infects ~2 more .... Phoenix, Tucson struck deal to share dwindling water supplies .... W. Texas counties banding together in search for water .... EPA proposing tighter toxics standards for steelmaking .... Children's group wants US Supreme Court to force fed action on global warming climate change .... Supreme Court won't review utilities' challenge of ozone standards .... (Oil/auto) industry back in court trying to kill E15 in US .... Institutional investors to reveal portfolio carbon footprints .... Cumulative global PV solar to close in on 200Gw by yearend .... Wind now 10.5% of total UK power .... Low Carbon Fuels Coalition launched in Calif .... U of FL study connects climate to carbon content in soil. Hot, humid climate increases soil's ability to store carbon .... Climate walkers began 38-day march through Philippines .... Britain tripled budget for clean power subsidies .... Poland spurned EU climate targets .... Unclear who controls Libya central bank. Access to $100B in foreign assets. Heavy fighting around Benghazi last week. Assertion oil production now over 900Kb/d .... Head of Russia central bank: sanctions interfering with efforts to control inflation .... USDA $91M loan guarantee for Cool Planet's 1st commercial-scale wood biomass-to-fuel plant in Louisiana .... Kurds talking increasing their oil production to 500Kb/d by yearend. 320K now. 1M by '16 .... Utica shale natgas production now ~1.3BCF/d. Beneath Marcellus by 3-7K ft. Thicker, much larger, more pressurized, lower total organic carbon. Drilling costs ~3x of Marcellus, $15-22M/well .... Bakken crude production near 1.2Mb/d in Aug .... FERC approved methane storage project in NY .... Northland Power (Canada) selling C$232M in bonds backed by 6 10Mw solar farms in Ontario. Paying 4.4% .... Canadian Solar (CSIQ) 2.3Mw solar project hit by Japan utilities halt. 95.6Mw moving ahead .... IBM to invest $3B next 5 yrs to find next-gen chip tech to replace silicon. Graphene a candidate (may help Carbon Sciences - CABN) .... Tide laundry detergent soon to contain cellulosic ethanol.

MONDAY OPEN .... Market up 19/7/5. Volume normal. WTI ~$89, Brent over $91. (Kuwait has joined Sauds in lowering oil prices. 413Kb/d increase in OPEC oil production in Sept.) German factory orders down most since '09. AU-backed Somali army took al-Shabaab stronghold .... (stock #s in %) GERS up 55. RVLT up 25 with volume after update. ECAU up 20. MMMW up 13 with volume. NGLPF up 12. ZNNMF up 11 .... CCTC down 28. NORX down 20. CSGH down 16. ENSL, XDSL down 12. ALTI, AMLM, MDDD down 11. PANL down 10, new low. ABAT down 9. CABN down 6. LSCG down 6, new low. GTAT halted, seeking bankruptcy.

Sunday, October 5, 2014

SWEDEN TO RECOGNIZE PALESTINIAN STATE. ISRAEL OBJECTS .... Israel wants to stop Palestinian (Hamas) development of $4B worth of natgas offshore Gaza .... Schlumberger withdrawing ~20 American, European workers from Russia due to sanctions .... Russia, Turkey agreed to increase cap of Gazprom/Eni natgas pipeline to 19BCM/yr from 16BCM. Russia to Turvey via Black Sea .... Chevron shut down natgas pipeline from Gulf of Mex to Louisiana storage after accident killing 1, injuring 2 .... TX Eagle Ford shale production up 37% over '13 .... US production of oil, related liquids ~11.5Mb/d: EIA .... US shale gas production 40% of total US natgas production in '13 .... US natgas stockpiles ~11.4% below avg. Lowest level since '08 .... Exelon to expand natgas power gen by 2Gw by '17 .... Shell, Statoil got license to develop shale gas onshore Algeria. 51% held by Algeria natl comp .... Total got license to explore for natgas offshore Nile delta .... Edgo Energy licensed for 2 oil/gas blocks in Takijistan .... Delonex Energy (UK - new) bought 2 exploration blocks in E Ethiopia .... Discovery of new gas field onshore Netherlands .... Development of 25B bls oil in new areas of Mexico coming up next 15 years .... Romania improving oil/gas investment climate to stem declining production. Europe's 4th largest oil reserves, 5th largest NG reserves .... Enbridge to spend $44B through '18 on new pipelines, power gen .... New 300Kb/d pipeline from TX Permian Basin to Houston now operational. 2-year buildout .... U Cal researchers found way to coax Ox molecules from CO2 .... Feds overriding N Carolina on Duke Energy draining coal ash dumps .... Bullfrog invasion in Montana growing.

ISIS MAKING STRATEGIC DECISIONS IN SYRIA based on Islamic end time prophesy. Dabiq. Close to Turkey border. Prophesy that "Rome's" allies to number 80 (countries). Dabiq takeover leads to taking (Constantinople), Rome .... US airstrikes trying to halt ISIS offensive on Kobani. ISIS shelling from 3 sides. Night attack repelled with help of airstrikes .... 1st US forces (Marine) death in ISIS war. Accidental .... Pakistan Taliban chief offering help to ISIS .... ISIS took another town in Anbar Iraq .... ISIS propaganda withering with US airstrikes: report .... Leader of Syria al Qaeda (Nusra) warning revenge for airstrikes .... Biden suggested Turkey had supported groups in Syria linked to al Qaeda. Turkey protesting.

RUSSIA RATIFIED EURASIAN ECONOMIC UNION. China, India, several central Asia, Far East countries. Readies trade in currencies other than US dollar. Trade without tax, duties; with national currencies, commodities .... Russians behind cyberattack on J P Morgan: report .... Russian who helped lead Crimea takeover found in Serbian Bosnia at Cossack celebrations of Russia-Serb ties. Oct 12 Bosnia elections. Pro-Russian tipped to be re-elected president .... Pro-Putin candidates lost leadership bid in Latvia election .... Slovakia the 4th EU member since Sept to see its natgas supply cut by Russia. Supply cut in half. Russia says deal depends on Ukraine .... Hungary suspended natgas delivery to Ukraine "indefinitely".

Friday, October 3, 2014

FRIDAY CLOSE ... Market up 208/45/21. Volume normal to slightly heavy. Back to 50-day lines. WTI over $89, Brent over $92. US natgas $4.01. Copper back to $300 .... Where are airstrikes for Kurds?! (Someone get to Barrack out on the golf course please.) Bill Gates: Bitcoin "cheap" .... (stock #s in %) GERS up 123. POLR up 100. MMMW up 91 with volume on news. (Let's see what happens.) ASPW up 40. CCTC up 33 with volume. AMLM up 19. JUHL up 17. CBEH up 14, up 30x last 12 months. XDSL up 14. LMRMF, LEOM, HYSR up 12. HIIT up 11 with volume back to top. EWRL up 11. LEDS up 10 with volume. IFXY up 10. ALTI up 7 more .... CERPQ down 47. CNTO down 29. CPWY down 13. XSNX down 11, new low. LEXG down 11 with volume. BFRE down 10. CREE down 3 with volume, another downgrade.

N KOREA LOCKDOWN. POSSIBLE COUP. Jung-un reportedly fractured both ankles from wearing high heels. (Yea, even if not true, I had to report it. TOo funny.) .... ISIS fighters in Raqqa losing hearts and minds. But ISIS surrounding Kobani. Kurds warning of massacre, pleading for airstrikes on tanks. (Hello Barrack. Um. Airstrikes on ISIS tanks please. Over. Come in.) .... Hit extremists with "iron hand": top Saud cleric .... Shi'ites joining Sunnis to defend Iraq towns .... Hong Kong protesters called off talks with govt after clashes .... Climate change could alter human male-female ratio: study. (Hopefully, more female considering China 1 child policy and all.) .... TX oil comp tied to illicit deals in Syria. (Buying ISIS black market oil?) .... 2,325 billionaires in world. ~12M millionaires. (What to say? Good going. Please do good with it.) .... 4 new carcinogens found. (Don't eat. Don't drink. Don't breathe. If you want to stay completely healthy.) .... Utah hospital treating patient with "ebola-like" symptoms .... 7-Mile Beach in Jamaica vanishing from rising sea. (Or maybe that was just high tide.) .... EPA stepped away from long-promised refinery rule .... Green group backing 1st GOP House candidate. 1st ever Republican. (That's special. Who is it?) .... California taking extreme measures to ensure annual salmon spawn amid drought. (I can still get wild-caught salmon. They say so on the packaging.) .... S Cal bracing for triple-digit temps again. (Well, hope wind doesn't rise up and someone starts another fire.) .... Humans sap energy that cheetahs need for hunting: study. (My guess: water.) .... Bullfrogs moving down Yellowstone River. Authorities scrambling for containment strategies. (Jeremiah was a bullfrog said a song.) .... Ebola slowing Exxon work in W Africa. (5 new cases/hour in Sierra Leone.) .... Cancer risk from air pollution down in Los Angeles area. (OK. This alone says people - even our kids and grandkids - get cancer from air pollution.) .... Toxic algae dissipating along OR river .... Brazil oil corruption scandal hitting President's party days before election .... US coal plant with carbon capture/storage project delayed again with cost overruns .... London converting red telly booths to "solarbox" charging stations .... Nigeria's crude sales to US have dried up .... Kersey, Colo to turn on 143Kw solar plant to power water treatment plant. With 3rd party finance, town to save 16% over grid .... NY awarded near $100M for 214Mw of solar projects .... Utah NAACP calling for "just" energy policies in state .... Com Ed customers with smart meters can sign up for project that gives credits on bills for reducing power use during peak demand .... AES Philippines Power putting in 40Mw batt storage to enable clean power grid integration .... Blackbird unit got approved for 100Mw wave power project in Kenya. 10Mw 1st phase. Production cost 2 cents/Kw to be sold for 8 cents .... One Roof Energy getting $16.7M finance for 175 more rooftop solar systems. $6.9M @ 9.25% .... Vestas terminated 254Mw deal with CPFL Renovaveis .... Scientists fusing solar with battery into 1 device to cut costs. Runs on light, air. (Sure gotta love that!) .... Oregon court tossed Wyoming appeal for coal export terminal .... Fire shut down Alaska offshore drilling platform, pipeline .... $1B more cost expected for SC nuke plant buildout .... Lamborghini hydrid to debut .... Onward and upward, pards. Onward and upward. Love ya. Happy weekend trails.

FRIDAY OPEN .... Market up 117/42/16. Volume normal. WTI over $90, Brent over $92. (Sauds lowering oil prices.) Gold under $1,200. 248K new US jobs Sept .... ISIS shelling Kobani, driving Kurds over border. (Where are the airstrikes?) .... Ebola infecting 5 new souls every hour in Sierra Leone .... (stock #s in %) MMMW up 149 with volume, breakthrough news. POLR up 100. GERS up 30. ENSL up 20. CCTC up 18. BSRC up 16. GWBU, XDSL up 14. HYSR up 12. VSPC, JUHL up 11. PWDY up 10. NENE up 8. NTCXF up 5. VOIL up 1, new high, up 100x last 12 months. AXPW reverse split (I presume, with 3K gain.) .... CNTO down 29. NORX down 20, new low. MDDD down 18.

Thursday, October 2, 2014

THURSDAY CLOSE .... Market flat, mixed. Volume a little heavy. WTI over $91, Brent over $93. US natgas $3.91 .... OPEC price war maybe started with Saud price drop. (May be to help punish Russia like Soviets in '80's. We shall see.) .... (stock #s in %) AEHI, WTWO up 100. CNTO up 46. MDDD up 26. AQNM up 20. ALTI up 18. KNDI up 18 with volume, news. BFRE up 12. SWET up 11 with volume, news. VOIL up 11, new high with volume (and another flyer in the mailbox today. This could be a super pump and dump. Or a real dealio.) ECAU up 10. XSNX up 9. NENE up 8. GTAT up 8 with news .... POLR down 50. CCTC down 33. PWDY down 25. GERS down 23. ENSL down 21. AMLM down 19. BLDW down 15. ENPH down 13. CBEH down 12. CREE down 12, new low with volume, report of lower LED demand. XDSL down 12 with news. UBRG, VSPC down 11. JUHL down 10. NTCXF down 6, new low with volume. CERE down 5, new low with volume. LSCG down 3, new low. TERP down 2, new low.

ISIS SITS ON EST. $2B OF ASSETS. They had est. $875M in June, mostly from sacking Mosul. Also now sit on some 40% of Iraq's wheat crop. (Um, that should be already harvested for this year. Could tighten food supply in rest of Iraq.) .... ~$175B spent globally in 1st 3 quarters of '14 on clean/renewable power, up 16% on year .... Brazil drought from deforestation, global warming climate change .... 50 years ago, Lake Chad was 25K sq. kilometers. Now under 2K. Dead Sea from ~1K sq. kilometers to 650 now. Up to 3K small lakes in source region of Yellow River have evaporated in last 2 decades .... Large stretches of Ganges, Nile, Yangtze already biologically dead from water depletion, pollution .... U Cal Irvine, Stanford, Near Zero researchers found in some cases, use of natgas would actually increase emissions for world's power gen sector by up to 5% .... Scientists working on ocean health index found damage that can be reversed .... With greater gas mileage comes harmful carbon particulates: report. (Does that seem logical to you? Could be study by API.) .... Slow Atlantic hurricane season due to El Nino conditions: forecasters .... EPA awarded over $500M of loans, grants for upgrades to sewage treatment plants, drinking water systems damaged by Sandy in NY, NJ .... 1/2 of Japan's utilities moved to restrict more solar power. Power oversupply problems for some regions, stress on country's decentralized grid .... San Diego mayor announced ambitious energy savings plan .... NRG Energy buying Pure Energies to help make online connections with potential home solar users .... Survey found more fracking rules in drilling states, but little consistency .... Virginia energy plan opened door to 3rd party solar .... New methane rules creating biz boom for leak detection, prevention .... 14M acres up for grabs in next Alaska North Slope lease sale .... Chinese mogul's Canadian Bakken oil bet came up dry .... DOE approved 1GW power line to deliver Quebec hydropower, some wind power to NYC. $2B project. 336 miles, mostly underwater .... Sauds dropped their official prices for oil .... Shipment of Alaska crude went to S Korea last week. US exported 420K bls oil last week. (Probably more if counting condensates.) .... EIA: US oil production down 30Kb/d last week to 8.83M. (Basically, an estimate.) .... ARPA-E $30M for energy crop development .... Mass' largest power utility got approval to raise fixed rate for el to near 2x current rate .... Tampa El to install 2Mw solar canopy over airport garage. Online by '16 .... Gamesa to supply 231Mw of turbines for 9 Brazil wind projects. Deliveries in '16 .... Trans Canada buying 30Mw - 3 solar farms - from Canadian Solar (CSIQ) for ~$163M. (Over $5/w. Pretty expensive.) .... Vestas to supply 49Mw of turbines for Uruguay wind project. 1Q15 delivery .... Arab investment bank to increase participation in $200M+ clean/renewable power deals .... DOE $25M to research how to cut concentrated solar costs .... NV Energy aims to add 100Mw more clean power to its NV portfolio .... WV driller pleaded guilty to criminal violations at fracking sites .... US refiners can handle projected rise in US tight oil production: industry .... Little prevents waste in open pits at fracking sites from escaping into air: report.

THURSDAY OPEN .... Market down 67/22/1. Volume normal. WTI over $90, Brent over $92. ECB kept rates on hold. Corporate US healthiest in decades with lower debt. US factory orders record decline on aircraft .... ISIS selling women as sex slaves. (Buyers could let them go free.) .... (stock #s in %) AEHI, WTWO up 100. CNTO up 29. AQNM, BFRE up 20. KNDI up 11 with news. SWET up 11 with news. VOIL up 6, new high. TSLA up 3 on Musk tweet .... ENSL down 23. CREE down 15, new low with volume after report. CERE down 15, new low. PWDY down 12. GERS down 11. ENPH, JUHL down 10. LYSDY down 8, new low. TERP down 6, new low. LSCG down 3, new low. NTCXF down 3, new low.

Wednesday, October 1, 2014

WEDNESDAY CLOSE .... Market down 238/71/26. Volume heavy. WTI over $90, Brent over $94. US natgas $4.13 .... (stock #s in %) ALTI up 38. AMLM up 17. CCTC, XDSL up 14 .... AEHI, WTWO down 50. PWDY down 42. BLQN down 40. WPRT down 24, new low with volume, update, downgrade. SSOL down 17. BFRE, ECAU, SWET down 16. HYSR down 12. RGSE down 12 with news. VOIL down 11 with volume after hitting new high. MDDD down 11. EVSI, PTOS down 10. LEXG down 8, new low with volume. RVLT down 4, new low. TERP down 3, new low. CREE down 3, new low with volume.

RUSSIA STARTING TO USE SAME LINE ON BALTICS that it used for Ukraine .... New NATO leader offering olive branch to Russia .... Turkey to fight ISIS, wants Assad gone .... Iraq Air Force accidentally delivered food, ammo to ISIS fighters .... Toxic caterpillar population exploding in London .... Last winter polar vortex took down every type of equipment on power plants, forced over 17Gw generation capacity to shut down at one point: report .... US natgas increasing supply can match winter demand even if polar vortex hits again: report .... Toxic emissions found at TX playgrounds near natgas drilling sites .... Oil, rail industries want up to 7 years to retrofit tank cars, 3 more years to retro older cars .... 2x as many wild horses in US west as land can sustain: feds. (What's wrong with horse meat? Or can we sell or donate the horses around world?) .... Baker Hughes today starts disclosure of all chems it uses in fracking .... Energy industry's share of methane leaks down in latest EPA GHG inventory .... Alaska crude shipped offshore. 1st time in 10 years .... Germany's clean/renewable power gen topped that from lignite 1st 9 months of '14. 27.7% v. 26.3%. Wind 9.5%, biomass 8.1%, solar 6.8% .... Biomethane from wastewater treatment plant fueling UK homes. Sewage sludge also fed to anaerobic digesters for more NG, el .... DOE launched $25M funding to overcome 2 key barriers for algae biofuels .... Savannah River Site began coal ash landfill cleanup of 1.3M cubic yards of ash .... New NREL software for wind industry simulates range of variables for wind farms to maximize output, efficiency .... Cal Gov signed demand response law. PUC now has clear direction to consider demand response, not just fossil fuel investments, in planning how to balance, ensure reliability for state grid .... Sun Ed, Europe Bank for Reconstruction/Development, OPIC $50M project finance for 28.8Mw solar plant in Jordan. Online late '15 .... Abengoa 1.4B Euro syndicated loan to refinance debt, finance projects .... World Bank, other agency OK'd $519M for 350Mw of concentrated solar in Morocco. 160Mw project already under construction at site .... Sask Power (Canada) to open 1st carbon-capture/storage coal power plant. To store 90% of emissions. $1.2B for 110Mw. (Very, very expensive.) .... Solarpark (Spain) started up 25Mw solar plant in Chile. To power mining comp. Also currently bldg 19Mw solar plant in Peru online by yearend .... Brazil comp to invest $82M to build its 1st solar panel plant. Online by '17 .... Reliance Power to invest $8.12B across solar, hydro, coal power .... NEO Solar sold 22.5Mw of Taiwan solar farms .... RGS Energy moving away from 200Kw+ solar projects .... India to install 1st offshore wind farm - 100Mw .... Rising costs forced utility to scrap tidal project off Washington state .... IG calling for "immediate action" to make nuke waste site safer.

WEDNESDAY OPEN .... Market down 157/43/12. Volume a little heavy. Indeces fallen through 50-day lines. US private sector jobs up 213K in Sept. Sauds cut crude production .... Ukraine rebs stepped up airport attacks. ISIS reported ~1 mile from Baghdad. Still fighting for Syria border town .... (stock #s in %) AMLM up 17. XDSL up 14 .... WWPW down 41, new low. ENSL down 36. PWDY down 35. WPRT down 23, new low with update, downgrade. BFRE down 16. LEXG, SSOL down 11. RGSE down 11 with news. RVLT down 7, new low. SCTY down 4. TERP down 3, new low. TSLA down 2. VOIL down 1 after hitting new high.

Tuesday, September 30, 2014

TUESDAY CLOSE .... Market down 28/12/5. Naz volume a little heavy. 50-day lines on the line. WTI down under $92, Brent over $94. US natgas $4.13. US dollar 4-year high. Ruble record low .... US loosened civilian death policy for Syria, Iraq. (Women, children killed by Tomahawk. Not good.) Kurd forces captured border crossing, several villages from ISIS, attacking ISIS on 3 fronts. Iraq forces retook 16 villages from ISIS .... (stock #s in %) PWDY up 150. DSTI up 37. NGLPF up 36. SSOL up 23. BSRC up 22. CABN up 22 with volume, news. XSNX up 20 with volume, news. NENE up 20 with volume, news. XDSL up 16 with news. RGSE up 14 with volume, news. EVSI, MDDD up 13. EFOI up 12 with news. MMMW up 11. ASTI up 10 with volume. CDXS, PSPW up 10. GEVO up 7 after hitting new low with news. VOIL up 2, new high with volume .... AEHI down 60. IFXY down 25, new low. LEXG down 22, new low with volume, news. AMPD, LMRMF, CCTC down 13. JUHL, USEI down 10. ALTI down 6, new low.

CLIMATE CHANGE BIGGEST RISK TO GLOBAL ECON: Paulson .... Global warming climate change causing massive craters in Siberia, methane releases: report .... 5 groups of researchers concluded last year's extreme heat waves around world linked to global warming climate change .... Changes in oceans around Antarctica could result in abrupt rise in global sea level: study .... Brazil's largest city in 9-month drought. Slowing national econ .... Water rationing in California. 50 gal/person/day or $500 fine .... GHG emissions from US power plants up slightly in '13: report .... Cal banned single-use plastic bags .... 33% of US children attend school near high-risk chem plants: report .... Aral Sea - once world's 4th largest fresh water lake - almost completely dry. Soviet irrigation project in '60s drained 2 feeder rivers. Fertilizer, pesticides pollution in remaining water, dry basin (that blows around region) .... NYC to spend $28M for 6Mw solar on 24 schools. $5M from state grants. NYC goal to develop 100Mw solar on public bldgs, 250Mw on private property in next 10 years .... Changes in Earth's rotation rate (milliseconds) tend to precede increase in global volcanic activity: study .... TX LNG import terminal idled for 3 years. Built by Qatar Petroleum, Exxon, Conoco. Now requesting OK to export LNG. $10B more cost. Conoco bowed out. Could export 2BCF/d .... World's 1st coal power plant carbon capture project set for startup this week .... UK may have more onshore wind power than needed to meet EU targets .... New power market starting this week to integrate clean power into grid in 7 US west states .... Illinois to consider $1.8B wind power transmission project .... Solar installs up 5x in recent years at US K-12 schools. 3,727 systems. Near 490Mw. Savings $77.8M/yr .... In '13, Cal was forced to curtail over 19Gwh of pre-purchased clean power in order to run its inflexible baseload sources .... Brazil OK'd operation of 1st 123Mw of 373Mw hydropower project. Full ops expected in 3 months. Alstom turbines, generators .... API: Clean Air Act prohibits EPA from increasing biodiesel mandate for '14 .... Romanian comp fined $70M by Romania for importing US biodiesel via Canada .... Argentina boosted ethanol blend to 10% by Dec. 7% now. .5% monthly increases. Their industry could provide up to 12% .... All Earth, Claire Solar completed 2.2Mw solar project in VT. JA Solar modules. Dual-axis tracking .... Sun Edison plans to launch 2nd yieldco to invest in Africa, Asia (not Japan) clean power assets .... Pattern Energy got 20-yr PPA for 100Mw Ontario wind project. Building with Samsung unit. Pattern also got 22-year PPA for 70% of Chile 104Mw solar project .... Impax, another bank to fund $134M for 51Mw Finland wind project. Impax also bought 27Mw Finland wind project .... China overhauled tax regime for coal producers. Starts Dec 1 .... TX Tech Energy Dept awarded researchers $1.4M to create prototype of more efficient wind plant .... Toshiba, Mitsui, 6 partners completed 56Mw solar/wind project in Japan. 50Mw solar, 6Mw wind .... Brazil power utility Celesc seeks partners for clean/renewable power projects .... Brazil study shows 30 ethanol mills near bankruptcy .... Bright Source, Abengoa axed 500Mw solar park. Failed to meet standards .... Ciel et Terre installed UK's 1st floating solar project .... Vestas 79Mw wind turbine order from Sweden .... FERC approved Maryland LNG export project. Enviros may sue .... Fed agencies, eBay pledged 20% cut in data center power use .... Major investment in offshore wind could tame hurricanes: study .... DOE pushing loan guarantees to underwrite nuke power innovation .... Pennsylvania DOT to seek private partner to supply buses with natgas .... New Calif law aims to keep food, yard waste out of landfills. (Makes great compost.) .... Albania got $150M loan to improve their grid .... Tesla passed 200 supercharger sites. 60% in US .... World wildlife population dropped over 50% last 40 years: WWF .... Onward and upward, pards.

TUESDAY OPEN ... Market up 35/8/1. 50-day lines holding. Volume normal. WTI over $93, Brent over $96. UK GDP up .9% .... ISIS, Kurds still battling over Syria border town. Turk troops heading to Syria border .... Battles flaring in Ukraine. Ukraine nationals tore down Lenin statue in 2nd largest city .... (stock #s in %) CABN up 28 with volume, news. SSOL up 23. XSNX up 21 with volume, news. MMMW up 19. NENE up 16 with news. XDSL up 16. EFOI up 11. BSRC up 11 with news. PSPW up 10. ALTI up 9. VOIL up 1, new high .... BLDW down 15 with update. LEXG down 11 with news. INIS down 11. ABAT, AMLM down 10. LYSDY down 6, new low.

Monday, September 29, 2014

UN DECLARATION CALLING FOR GLOBAL CARBON PRICE. Signed by 74 countries, over 1K comps. But not US. China, Shell, but not US .... EU's energy chief says emission targets should be subject to '15 summit .... Wyoming bouncing back from long drought .... Climate effects of "black carbon" (soot) exaggerated: study. (O, and the effects on human health?!) .... Historic California drought linked to global warming: study .... EPA approved permits for ADM underground injection, storage of CO2 from ethanol plant .... Missouri, other states developing plans to shape energy futures outside EPA regs .... Statoil put Alberta oil sands development - 140Kb/d - on hold .... German scientists broke thin-film PV solar cell record. 21.7% efficiency. Beat 21%. CIGS cells. 23% possible with single junction .... World Bank: Russia on brink of recession .... Iran clerics asking faithful to pray for rain .... US natgas reserves 13% below normal .... Ukraine to pay Gazprom ~$3.1B of $5.3B owed. Gaz will resume gas flow when $2B paid .... Saud's newest oil refinery reached full cap - 400Kb/d - last month. Europe refineries can't compete with new refineries .... Sudan forces pushing toward S Sudan oil fields .... ONEOK to invest $480-680M through '16 to expand natgas processing cap, infra in Bakken, Niobrara .... US GHG emissions rising again after several years of gradual decline .... Study found treated fracking wastewater still too toxic (halides), highly radioactive .... Clearwater Florida to convert all streetlights to LEDs .... Brazil study: 30 ethanol mills near bankruptcy .... Uruguay's state-run utility to build 70Mw wind farm .... PSEG to spend $247M through '16 on solar power .... Solar may become largest global power source by '50 .... Toshiba working with Ethiopian El Power on geothermal projects .... GE, Toyo, Kuni Umito got 90B yen loan for solar plant .... Over $3B placed last week in green bonds.

MONDAY OPEN ... Market down 44/8/8. Volume normal. WTI over $93, Brent over $96. Economists slashed US 3Q GDP forecast. Hong Kong democracy protests. Ruble down to near intervention level. Obama: US misjudged ISIS threat, Iraq army. Chicago air traffic center sabotage keeping flights cancelled .... (stock #s in %) CGYV up 30. CCTC up 26. AQNM up 25. LMRMF up 15. LEOM up 13 with news. CSOL up 11. VSPC up 10. RBCN up 4 after hitting new low .... NORX down 33, new low. LYSDY down 28, new low. CNTO down 24. ENSL down 17. AMPD, BFRE down 13. EVSI, KIOR down 11. GEVO down 4, new low.

Sunday, September 28, 2014

RUSSIA CALLING FOR "RESET 2.0" WITH US ....Ukraine backed off from EU-backed Russia natgas deal .... Chechan militants outnumber other foreign fighters In ISIS. Over 15K from 80 countries .... Brit warplanes returned from Iraq without dropping bombs .... Turkey wants secure zone in Syria .... Khorasan under US surveil for 2 yrs .... ISIS shelling Syrian Kurd town, defying airstrikes .... Blast in Kabul day before presidential inauguration. Afghans fearing Taliban return .... Australia to bring 62M tons/yr of LNG export capacity online by '18. 22.2M now .... Spot uranium trading ~$36/lb. Riding bottom 4 yrs. US bought 20% of its U from Russia in '13. Europe 36%. US utilities bought 57M lbs in '13. '14 to end with 13.2M lb glut .... Libra Energia (Peru) to get $67M loan from Inter-Am Development Bank for wind power. 32Mw wind farm, 97Mw wind project online in '15 .... Voltalia (France) started up Brazil wind farm. 3Mw now, 90Mw by yearend. Acciona turbines. $128M loan from Brazil Development Bank. Also building 108Mw wind project online 2H15, 93Mw project online 1H16 .... Germany, France each announced $1B for UN Green Climate Fund .... China to reduce carbon emissions (per GDP unit) 45% by '20 from '05 .... Intl Development Finance Club on track to increase climate finance to $100B/yr by '16 .... Coalition of institutional investors coordinated by CDP committed to decarb $100B of investments by '16. To measure, disclose carbon footprint of $500B of investments, fully decarb by '20 .... 3 big pension funds to grow low-carbon assets to over $31B by '20 .... Barclays new $1B green bonds fund. ACTIAM to invest $1B in green bonds by '16. Zurich Insurance Group $2B .... 2 insurance industry associations says industry investment to double clean power investment to $84B by '16, $420B by '20 .... Other investor groups with $24T of assets ready to invest in clean power .... Integrated molten salt nuke reactor should demo lowest lifetime cost of any known power tech .... Doubling of CO2 in atmos from pre-industrial levels won't produce as much global warming as some previous estimates: study. 2.4*F vs. IPCC est. of 3.2* .... Happy Sunday, pards. Onward and upward.

Friday, September 26, 2014

ISIS OVERRAN IRAQ ARMY BASE NEAR BAGHDAD. Executed 300 soldiers: report .... TGIF .... UK joined coalition vs. ISIS .... Turkey to take more active role vs. ISIS .... Russia mulling law to seize foreign assets .... Iran nuke talks "faltering" amid no progress .... Worker at Oklahoma food processing plant allegedly beheaded by fellow worker who then was moving on to another worker before being subdued .... 6.2 Alaska quake .... Up to 67Gw of solar power could be installed in US Midwest at prices competitive with utility retail rates without subsidies by '22 .... JASO Solar (JASO) cells now 20% efficient .... Sunpower (SPWR) to build 16Mw plant at U Cal Davis .... Ontario upgraded incentives for comps to replace energy guzzling equipment .... Cameron supports future shutdown of existing UK coal power plants .... Microsoft's in-house carbon fee helps reduce footprint .... Christie vows to shun carbon trading. (Um, I wonder who's financing him.) .... API issued crude-by-rail guidelines .... Low income smart meter plan in TX .... Vecoplan opened world's largest R&D facility in Germany for mechanical recycling techs .... Southwest Air contracting Red Rock Biofuels for 3M gal/yr bio jet fuel. Forest residue feedstock .... Maverick Synfuels intro'd small-scale modular methane-to-methanol plant. Can be located at methane source .... Brazil to increase biodiesel blend to 7% Nov 1. From 6%. Also raising ethanol blend to 27.5% from 25% .... Ethanol production margins down to $.15/gal from $.50 month ago .... Statoil, partners made natgas discovery in Barents Sea. 30-120M bls recoverable oil equivalent. "Non commercial" .... Siemens entering oil field services biz with $7.6B buy of Dresser-Rand .... DOE spending $2M to explore ways to build taller wind turbine towers to capture more wind .... Minnesota eyeing solar arrays along highways .... GAO updated projected coal power plant closures because of proposed EPA rule. ~13% of coal gen cap already retired since '12 or planned for retirement by '25,. WV, OH, PA 38% planned closures .... NuGen Capital completed over 10Mw of solar projects (4) in Mass. BYD panels .... Ukraine approved 1st delivery of nuke power plant fuel from Westinghouse .... Solar City (SCTY), Next Era Energy among largest winners in NY $94M solar grant awards. NY helping to fund 142 sites. Will increase state's solar cap 68%. $375M private investment for over 214Mw. 24 NYC public schools to get solar. Last year for awards .... Scotland approved 60Mw Banks Renewables wind farm. 4Mw turbines .... CalSTRS mulling $3.7B investment in clean power .... Nordic Investment Bank issued $500M green bond .... SCE $50M battery power storage project .... Arkansas Republican candidate: GOP Senate would block EPA rules. (Remember, Republicans, Nixon started EPA.) .... Water discovered on Neptune-sized planet 124 light years away .... Most of Earth's water older than sun: research .... Nebraska US representative: Keystone XL pipe will be built after we change presidents .... NPS approved plan to shoot deer at 3 civil war battlefields. (South or North?) .... Sweatpants full of turtles betrayed smuggler .... Alaska officials tested 2 Bering Sea seals covered in "dark, oily" substance .... EPA approved carbon injection permit for Illinois ethanol project .... Climate change growing priority at Homeland Security: official .... California tightened restrictions for grape, almond pesticide .... Mass killing of llama-like guamaco on Tierra del Fuego .... Onward and upward, pards.

FRIDAY OPEN ... Market up 69/21/8. Volume normal, all indices moving back toward 50-day lines. WTI ~$93, Brent over $96. US GDP up 4.6% in 2Q .... Russia, Ukraine prelim agreement on interim natgas price. Ukraine pushing for NATO partnership .... (stock #s in %) WTWO up 100. CSGH up 27. KIOR up 24. CBWP up 23, new high. MDDD up 23. XDSL up 16. CABN, ECAU up 14. GSFVF up 11. LMRMF, ZAAP up 10. RVLT up 3 after hitting new low. VOIL up 3, new high .... PWDY down 33. DPSM down 24, new low. NAMG down 13. USEI down 12. SPIR down 10. ALTI down 6, new low. CCTC down 4. new low.

Thursday, September 25, 2014

THURSDAY CLOSE ... Market down 264/88/32. WTI over $92, Brent over $97. US natgas $3.98. Rain helping control King fire in Calif. ISIS plans subway attacks in US, France: Iraq PM. Saud pilots who flew ISIS airstrikes got online death threats. Rouhani: extremists want to destroy civilization. Also said nuke deal to allow cooperation on extremism. Moslem scholars open letter to ISIS: What the F*?!) .... Syria army took key rebel-held town near Damascus .... Iraq Sunnis skeptical over war on ISIS. Palestinian factions agree on joint Gaza rule .... Obama urging countries, biz to boost Ebola response .... Drones should drop medicine .... PWDY up 60. LEXG up 42. IFXY up 34. GERS up 33. NAMG up 23. NGLPF up 14. HYSR up 10. VOIL up 2, new high with volume .... TMEN down 27 with volume. AQNM down 22, new low with volume. ALTI down 21, new low with volume. CBWP down 16. ENSL down 15 with volume. KIOR down 14, new low with volume. CREG down 12, new low with volume. AMLM down 12 with volume. CABN down 11, new low with volume. HYGS, SSOL, USEI down 11. TSLA down 2. SCTY down 1 with volume, news .... Onward and upward, pards. Go figure it out.

UMBLE OPINION: pardoxymorons of global warming climate change: when or if we see much stronger evidence of global warming climate change we will be too late in stopping its extreme effects for who knows how long for our progeny. (Assuming this world age lasts much longer.) And if we do everything we can to stop GWCC now and climate gets not much worse or even better or stays the same we won't know if it was because of what we did or not. (Especially with the shrills in media.) And we may not be able to conclusively prove it one way or another for who knows how long. But why should we chance it? Why don't we want cleaner, healthier air to breathe anyway? Healthier oceans for our fish? Less extreme weather? Less stress and quite possibly a more well-connected world of us all. And let's be honest on the economics. The economics seem good with free energy .... Just me umble opine .... Onward and upward, pards .... Just venting I guessed.

INDIA GHG EMISSIONS TO INCREASE UNTIL '30: India enviro minister. Their priorities to alleviate poverty, grow econ. More coal power plants, more transportation needed. Placed responsibility for global warming climate change on US, developed countries. At least 30 years until India cuts emissions. (Thank you, India.) ... India top court revoked 214 coal field leases. Sold below market price, cost govt ~$30B. Not more than 7% of country's coal supply .... EPA 2nd phase of plan to reverse Great Lakes damage. To clean up contaminated rivers, harbors, attack algae blooms .... EPA's proposed carbon plan designates 6% of US nuke power plant fleet "at risk" for retirement. Utility exec says no help for unprofitable nuke plants .... Swiss pilots to fly solar plane around world .... Rooftop solar reduces utility revenues more than costs: fed study .... Despite extreme melting conditions, oil/gas development on Greenland long way off: report .... Liquid battery tech breakthrough could enable grid-scale power storage .... China drought worsening their water shortage .... Asian nations most vulnerable to global warming climate change-induced flooding: report .... Ingersoll-Rand to drop potent GHG chem by '30. (G, no hurry.) .... Microscopic fungus could help crop yields increase with global warming climate change .... US crude prices could plummet if US oil export ban not lifted: report .... Solar City (SCTY) chose Buffalo for huge solar panel plant .... First Energy may let industry opt out of energy efficiency standards .... Sunrun - rooftop solar - sees 100% growth continuing through '15 for 2nd straight year .... RGGI chair: northeast US states won't leave their emissions trading market for Calif/Quebec's .... Libya official claims oil production up to 900Kb/d. Highly suspect .... US oil production 8.87Mb/d last week: EIA. (May be ahead of reality.) .... Platts unit: Bakken production hit 1.2Mb/d in Aug. Bakken, Eagle Ford together up 78Kb/d in Aug .... Citigroup lowered '15 forecast for WTI oil prices $10 to ~$90, Brent by $7 to ~$97. Iran says Brent ~$90 next year .... GranBio started up 21M gal/yr cellulosic ethanol plant in Brazil. Steam, el cogen. $265M to build. Straw, bagasse feedstock .... KLM picked Amyris-Total's bio jet fuel .... Omaha gas stations to offer $.85/gal E85 tomorrow .... Total ending project with Lukoil to explore shale oil in Siberia over Russia sanctions. Hadn't started anyway .... Egypt awarded 3 new oil/gas exploration licenses to Eni .... Kenya's 1st-ever thermal coal production could come as early as '15 with China mining comp. Up to 1B tons recoverable. Quality unknown .... Kenya commercial oil production expected to start up in '16 .... TX grid caught up with west TX wind power output .... State policies effective in reducing power plant emissions: U of Colo Boulder analysis. Either emissions caps or clean power incentives .... ContourGlobal unit started up 2 wind farms in Peru. $250M. 62 turbines .... Siemens won 21Mw turbine order for French wind project online 3Q15 .... UK Green Investment Bank, Rabobank unit investing $82M to cut energy waste, bills at Brit hospitals. National Health Service spends over 750M Pounds/yr on energy .... Abengoa priced 500M Euro bond for clean power in Americas, Africa, India, Israel .... Cameron says no to new coal power without CCS .... NY planning $5B clean energy fund .... NYC comptroller proposing $30B "green bond" .... Mexico cartels stealing billions from oil industry .... Foresight Solar plans up to 100M Pound share sale to fund asset purchases .... Solar City (SCTY) priced $500M convertible bond offer .... Obama admin establishing world's largest marine sanctuary .... Judge rejected reimbursement for BP (Gulf of Mex disaster), delayed decision on health care limits .... Bacteria from human intestines could improve biofuels production: study. (Well ... holy sh*#) .... Southwest Air to power some flights with biofuel blend .... Chicago petcoke terminal shut down in face of regs, opposition .... India's Mars orbiter cost 1/10th of US' landed rover .... IBM, Airlight Energy (Swiss) solar concentrator can make power, clean water, AC .... Earth geomagnetic reversal may happen sooner than expected. (Rut roh.) .... Onward and upward, pards.

THURSDAY OPEN ... Market down 208/75/22. Volume slightly heavy. WTI over $92, Brent over $96. US capital goods orders up more than forecast .... US, Arab airstrikes hit 12 ISIS oil refineries. Cameron says UK to play its part in ISIS fight .... Ukraine urges no cuts in Russia sanctions until territory returned .... (stock #s in %) WTWO up 200 after reporting. GERS up 33. NAMG up 32. CABN up 25 with volume. XDSL up 16. PSON up 15. AIXG, AMEL, IFXY up 13 .... TMEN down 27. KIOR down 18, new low. ENSL down 12. CREG down 10, new low with volume. LYSDY down 10. RVLT down 4, new low. VOIL down 2 with volume after hitting new high.

Wednesday, September 24, 2014

WEDNESDAY CLOSE ... Market up 154/46/15. Volume slightly light. Naz bounce off 50-day lines. WTI over $92, Brent ~$97. Stronger than expected US housing data ... (stock #s in %) AEHI up 100. BSRC up 49. USEI up 42 with news. TMEN up 41. CREG up 29 with volume. CABN up 25 with volume after hitting new low. CNTO up 25. NGLPF up 17. WSGP up 15. ENSL up 14. VOIL up 6, new high with volume .... ALTI down 78, new low with volume. Should be news but I haven't seen any. BIOF down 27 with volume. PWDY down 26. GERS down 25. CSOL down 22. CBWP down 18. GEVO down 17, new low with volume, news. DSTI down 15. HYSR down 14 with volume. XDSL down 14. SOPW down 13 with volume, news. NAMG down 13, new low. DPSM down 12, new low. GWBU, ZAAP down 12. CSGH down 11. NTCXF down 4, new low with volume.

ILLNESSES COULD SOAR WITH HIGHER AVG. TEMPS: studies ... US, China stand ready to make serious new commitments to tackle global warming climate change: leaders ... Almost every one of world's top carbon emitting countries would reap econ gains by imposing hefty carbon tax if they use the revenues to reduce income taxes: IMF, U of Bolgna study. Brit Columbia example - 17% less fuel use, econ doing as well as rest of Canada ... 40 comps pledged to help cut tropical deforestation by half by '20, stop it entirely by '30 ... Food industry announced plan to cut HFC emissions, massive climate footprint ... Bank of America $10B initiative to speed up investment in clean power ... 3-yr initiative in US to partner farmers, ranchers, foresters with tech, research orgs to help adapt to drought, unusual seasons, other consequences of global warming climate change ... 5 insurance trade groups promoting stronger building decisions to help counter sharp rise in losses from extreme weather ... New cost-benefit framework needed to assess value of distributed power: report ... Central Appalachia coal production slowing. Cheaper Colombian imports increasing ... Ft Collins Colo fighting for fracking ban with appeal ... 4 energy comps proposing $8B project to supply LA from $4B, 2.1Gw Wyoming wind farm via $2.6B power line from WY to Utah, existing power line from Utah to LA. $1.5B power storage facility in Utah using compressed air ... Japan utility to suspend grid access for new clean/renewable power projects. Reviewing how much more intermittent clean power it's capable of handling ... Brazil reversed approval of concession auction for over 8Gw hydropower project ... Argonne Lab developed new technique for generating pure hydrogen without CO2 byproduct using light, graphene ... Vermont released their zero emissions vehicle action plan. Working with 7 other states for 3.3M ZEVs on road by '25 ... EU OK'd new nuke power plant for Britain ... Canadian Solar (CSIQ) completed 1.2Mw solar plant in Japan. Kyushu El Power 20-yr PPA at $.37/Kwh. CSIQ to start 42.4Mw more in 2H14 ... Helio Sage sold 40Mw solar project to Duke Energy. First Solar (FSLR) modules ... Platina Energy bought 54Mw wind farm in Ireland from Quinn Insurance ... Solar City (SCTY) seeking $500M in 4th solar panel-backed bond offer in under a year ... Shanghai Aerospace opened accounts for 109Mw of solar project funds ... Masdar buying 35% stake in Dudgeon offshore wind project ... US made record 3.5M gal cellulosic ethanol in Aug ... Investigators probing link between Nevada fires, smart meters ... Duke Energy created $10M coal ash cleanup fund for Carolinas' waterways ... Volcano blowing in Sumatra.

WEDNESDAY OPEN ... Market up 20/3/--. Volume slightly light. WTI over $91, Brent ~$96 ... Japan stepped up Russia sanctions ... Ebola outbreak could last forever if not controlled soon ... (stock #s in %) CRCL up 66. BSRC up 50. NGLPF up 20. CABN up 11. NENE up 10. SCTY up 8 with news. VOIL up 3, another new high .... ALTI down 75, new low. BIOF down 23 with volume. CSOL down 22. BFRE down 17. DSTI, UBRG down 15. WWPW down 14. NAMG down 14, new low. CBWP down 13. CSGH, GWBU down 12. AMLM down 11. LSCG down 5, new low. NTCXF down 1, new low. RBCN flat, new low.

Tuesday, September 23, 2014

TUESDAY CLOSE ... Market down 116/19/11. Volume normal. Naz, SP back on 50-day lines. WTI over $91, Brent over $96. US natgas $3.88 ... Putin (Vlad the Mad) warning Ukraine against implementing EU deal ... Russia adding 80 new warships to Black Sea fleet ... Turkey barring Kurds from entering Syria to fight ISIS ... China to seek peak in total GHG emissions ... (stock #s in %) CBWP up 66, new high. NORX up 25. BFRE up 16. GWBU up 14. EWRL, USEI up 11. CERPQ up 10. PLUG up 9 with volume, news. Up 10x on year .... AEHI, WWPW down 50. CRGE down 36. BSRC down 25. NAMG down 22, new low with volume. CABN down 21, new low with volume. AMPD, CSGH down 16. XSNX down 14, new low with volume. ECAU down 12. CPWY, HYSR, NGLPF, ZAAP down 10. NTCXF down 5, new low. RBCN down 4, new low. RVLT down 1, new low.

WORLD LEADERS PLEDGING ACTION ON GLOBAL WARMING at 1st-ever UN climate summit ... Global business leaders back carbon price at summit ... Global warming climate change could cause 250K more deaths/yr by '30-'50: WHO ... Green bonds needed to meet 2*C target: HSBC ... Krispy Kreme, other comps pledge to curb deforestation. Cargill joined palm oil makers pledging forest protection ... Brazil refused to endorse UN anti-deforestation initiative ... US State Dept lending support for intl methane emissions reductions ... US Treasury Sec warned of high costs of global warming climate change inaction ... Global warming climate change will harm water quality, supply in Calif Central Valley: DOI study ... New England lobsters already moving north to Canada because of warming seas ... Cal to start collecting data on who's prepared for rising sea ... Kiribati secured land deal with Fiji because of rising sea ... Mayors of Houston, LA, Philly promise more climate action ... World cities have potential to reduce annual GHG emissions 8B tons by '50 through better local energy management: C40 Cities Climate Leadership Group. Equivalent of cutting global coal use by over half ... Germany set to miss '22 climate target as coal use increases ... Hong Kong seeks to reduce GHG emissions 50% from '05 levels by '20 ... Kazakhstan aiming to add over 3Gw clean/renewable power by '20. 713Mw from 28 solar plants ... PNNL ID'ing over 300 proteins in bacterium capable of converting CO2 into other molecules ... Enbridge buying additional 17.5% stake in 300Mw Quebec wind project, 30% more stake in other 150Mw Quebec wind project for $225M total. Partnering with EDF Canada ... US scientists ID'd new kind of polymer that improves solar powgen efficiency 15%. Allows el charges to move more easily through cells ... Enviro groups challenging judicial ruling upholding Utah decision to allow proposed nuclear plant to use Green River water ... GE to supply 100Mw of wind turbines for Morocco project. Morocco target 2Gw wind power by '20. GE also to supply 40Mw of turbines for Poland wind project ... IKEA to expand customer solar offer to 8 more countries over next 18 months ... Greencoat (UK) to raise 100M Pounds from stock sale for UK wind projects ... EIB, AFD, EC financing 70.5M Euro solar plant in Africa ... Japan forecast to add 8Gw of solar in '14 ... CECEP Wind Power raised $63M from IPO.

TUESDAY OPEN ... Market down 25/5/3. Volume normal. Naz on 50-day lines. WTI over $91, Brent ~$97 ... 5 Arab countries with US on Syria bombing. Russia condemned US strikes on ISIS, Al Qaeda. Assad approved ... Israel shot down Syrian jet fighter in Israel airspace ... CDC sees 550K to 1.4M Ebola cases by Jan ... (stock #s in %) CERPQ up 18. NORX up 12. CCTC up 11. KIOR up 9. VOIL up 3, new high, up 100x in year .... CRGE down 60. WTWO down 50. ZAAP down 17. PWDY down 13. PSON down 12. AMPD, BIOF down 11. NGLPF down 10. NTCXF down 5, new low. LEDS down 4, new low.

Monday, September 22, 2014

MONDAY CLOSE ... Market down 107/52/16. WTI over $91, Brent over $96. US natgas $3.88. Americans who fought in Syria have returned: FBI. Missing Afghan soldiers found trying to cross US-Canada border. Sharp recession predicted for Russia. Arab bank found liable for Hamas terrorist attacks. China state support for banks helps Basil III ratings. Ruble falling with Brent prices. US urges action on climate then skips pledge. (O well, next year.). (stock #s in %) ... CBWP up 54. CSOL up 29. AMLM up 19, new high. DSTI, SOPW up 18. GSFVF up 14. ZAAP up 14 with volume. ENSL up 10. VSPC up 10 with news. VOIL up 4, new high with volume .... CRGE down 37. WTWO down 33. BSRC down 26 with volume. KIOR, TMEN down 25. GWBU down 22. CABN down 20 with volume. BFRE down 14 with volume. IFXY down 13. ASPW, EWRL, CDTI down 12. ECAU, QTWW down 11. BIOF down 10. SCTY down 5. TSLA down 3. (Off day for Elon.)

WORLD COULD SURPASS 2*C TEMP RISE IN 30 YEARS: researchers ... China passed EU in per capita pollution ... Global warming climate change marches in 166 countries yesterday ... All major carbon polluting countries have begun tech work needed to develop, announce new emissions targets next year: UN climate chief ... Global warming climate change 1 of greatest budgetary threats facing US this century. But offers econ opportunity: OMB director ... Rockefellers to divest charity of fossil fuel investment ... Cal pension fund to increase clean power investment 150%. Calling for price on carbon emissions ... Cal governor signed bills to help build EV market. Wants at least 1M EVs on state roads by '23 ... NYC mayor wants 80% GHG emissions reductions by city by '50. Targeting buildings ... Peak storm season now comes earlier in heart of US' "tornado alley" ... Global warming climate change threatens to undo intl development gains: experts ... Endangered trees could find better homes with assisted migration: study ... Com Ed customers to get $46M smart grid refunds ... 1st-ever study of N Am wind farms found bird deaths among most species of small birds may be biologically insignificant ... New Bedford Mass commissioned 1.8Mw solar plant on "superfund" site. To save city over $2.7M over 20 years. Sun Ed panels. 16Mw solar installed, under construction in New Bed. Will get 60% of its power needs from solar by yearend ... Expect $1.6T in clean power investment through '20: IEA ... Dry conditions expected to persist next year in US west ... Ethanol production up in US, blending demand down ... Barclays to invest at least 1B Pounds in green bonds by Nov '15. Green bond market may triple this year to $40B ... Nicaragua plans $4B public, private investment in clean power next 15 years to get 300Mw wind, 100Mw geothermal, 100Mw solar, 270Mw hydropower ... Jamaica Public Service signed PPAs for 78Mw clean power. 2 wind farms, 1 solar farm. $196M. 58Mw wind, 20Mw solar ... EIB providing 23M Euros for 30Mw solar project in W Africa ... Egypt set 14 cents/Kwh feed-in tariff for clean power ... Clues in groundwater could give scientists 6-month warning on earthquake tremors ... Judges struck down Cal law superceding fed nuke cleanup ... EPA offering $5M to improve air quality at ports ... Sauds to invest $80B in nuke, $240B in solar next 20 years. Each to provide 15% of country's power needs. 1st nuke online in 8 years ... Global investment in public transportation could save $100T public, private spending by '50. Would reduce CO2 emissions up to 1,700M tons/year by '50. (Um, they didn't say how much investment in public transportation.) ... LA launched online permitting for solar installs ... Mexico to invest over $20B next 10 years on wind power. 40Gw potential ... DTE Energy completed 112Mw wind farm in Mich ... Mars, 11 other comps to phase out fossil fuel use ... Statoil, 5 other oil/gas comps to pledge to plug methane leaks ... Abengoa sold 131Mw of solar farms, 50Mw wind farm to its yield comp for $323M. Also offered 1st green bond to raise $642M ... Yingli to supply 24Mw of solar modules for Honduras project ... WWII ship spilled fuel into SF Bay ... Odile hurricane sent copper mine chems into Mexico streams.

MONDAY OPEN ... Market down 62/42/10. Volume a little heavy. WTI over $91, Brent ~$97. ISIS urging attacks against US, France ... (stock #s in %) MGLT up 30. OOIL up 20 with news. ZAAP up 14. AMEL up 13. CBWP, USEI up 12. SOPW up 11 .... WTWO down 33. GWBU down 22. LEOM down 15. PSON down 14. CBEH, CCTC, KIOR down 13. MKBY down 11. CABN, CERPQ down 10. TSLA down 5. RBCN down 2, new low.

Sunday, September 21, 2014

MARCHES AROUND GLOBE ON GLOBAL WARMING CLIMATE CHANGE ... March in Moscow to stop fighting in Ukraine ... Poroshenko warned Ukraine would defend itself if truce fails ... Clashes in Ukraine testing truce ... US Navy issued warning on Russia, China submarine fleets adding nuke ballistic missile subs, new tactics ... Russia building $9B drone air force aided by Israel. (?! Aided by Israel?! What? Bring on the end of the 2nd age?! Let's get specific.) ... Chinese destroyer docked in Iran. 1st time in history for China Navy ... Russia warning US about Syrian sovereignty. (Um, Vlad, what's your opinion on Ukraine sovereignty?) ... Flow of money to ISIS continues from rich Qataris, other Gulf Sunni moneyboys ... Turkey keeping details of ISIS hostage release secret. (G, wonder why dat.) ... Iraq Shia fighters say they don't want US air strikes. (Fine.) ... Iraq lost contact with soldiers battling ISIS near Fallujah ... Turk security forces tear gassed, firehosed Kurds in border town with Syria after refugees piled in getting away from ISIS. (Part of Turkey-ISIS deal?) ... Hopes dimmed for return of Philippine troops to Golan Heights ... Afghans got new president in power sharing deal ... 82% of California still in deep drought, fire. State's worst drought in history (Since records started in 1895.) .. Milder Maine winters sparking surge in deer ticks ... Longest dollar win streak since '67 on divergence. (What the hecky hoo is divergence?) ... Christianity in Iraq finished: Wash. Post ... Me umble prediction: next US Senate 50-50 ... Tough world out there, pards. Tread well. Be good. Take care. Happy trails. Onward and upward. Thank you for your readershipness.

Friday, September 19, 2014

FRIDAY CLOSE ... Dow up 13, Naz down 13, SP flat. WTI over $92, Brent over $98. US, China rifts put aside for climate. US dollar longest win streak since '67. Pabst moved to Russia. "Reliable evidence" Ebola can go airborne: doc. Worst case 500K cases ... (stock #s in %) CRGE up 263 with volume. WSGP up 47. BSRC up 35. PTOS up 34. CSGH up 26. IFXY up 25. ENSL up 20 with volume. CRCL up 19. FNVRF up 15. ASPW up 14. GEVO up 14 with volume, news. SOPW up 13, new high with volume. ECAU, BFRE up 12 .... GERS down 24. USEI down 23. CERPQ down 22. LEXG down 19, new low with volume. CBWP down 19. AMEL down 16 with volume. CABN down 15 with volume. CREG down 15, new low with volume. KIOR, BLDW down 13. NORX down 11. LSCG down 10, new low. SSOL down 10. RVLT down 6, new low.

ISIS BUGGED OUT FROM SYRIAN BASES, OIL FIELDS as US prepares to strike ... Ukraine, Poland, Lithuania forming joint military unit ... Russia planes violated Swede airspace: Sweden ... Russia demanding changes to Ukraine-EU trade deal ... August world's hottest since 1880 (when records began) over all global surfaces: NOAA. 1.35*F above 20th century avg. of 60.1*F. Largest departure from avg. of any month on record. Mostly from ocean surfaces much warmer. Jan-Aug 3rd hottest on record ... U of Cal declined to divest from fossil fuel comps, but will invest in clean/renewable comps ... American power plants spew more carbon than India: report ... Calif, Quebec to link cap-and-trade systems in Nov auction ... NASA launched 3 programs to study global warming climate change effects in Alaska, Arctic ... Ontario to launch $500M green bond to fund green infrastructure ... Court seeks EPA response to coal comp lawsuit over proposed power plant emissions rules ... EPA proposed rules threaten MIdwest power reliability: grid operator ... Inaction on global warming climate change would cost "billions and billions": OMB chief ... Nations on track for emissions agreement next year: UN official ... Solar Power (SOPW) to develop 19Mw in Shandong. 4 rooftop systems of 5Mw, 4.5Mw each. Online by yearend ... Green Mountain Power broke ground on 2Mw solar plant on top of closed VT landfill ... Just Energy (Canada) selling solar development biz (Hudson Energy Solar) for $23M ... Znshine Solar (China) to supply panels for 31Mw project in Japan. $92M ... World's wind power market reached 336Gw in 1H14 ... Exxon to halt Russia Arctic oil well drilling because of sanctions. Russia says Exxon still at it ... Chevron Appalachia 1st Marcellus driller to get sustainable certification ... 2 major new oil discoveries by Eni ... DOD $210M grants for 3 biorefineries to make mil-spec fuels for under $3.50/gal. Combined cap 100M gal/yr. USDA to make up to $161M Commodity Credit Corp funds available to support US Navy's fuel program ... PTT (Thailand) submitted feasibility study for $22B oil refinery, petrochem complex in Vietnam. May partner with Saudi Aramco. PTT also to spend $3B on oil/gas exploration, development in Myanmar. Also $1B on potential LNG export projects on Mozambique ... Libyan oil production down 30% to ~600Kb/d after rocket attack on refinery on 15th ... New commercial nuclear batt being developed by U of Missouri scientists. "Beta voltaics." Idea studied since '50's. Uses strontium 90. Titanium dioxide, platinum-coated electrode ... Vermont's rules allows clean/renewable power to be "double counted" by utilities sparked challenge to FTC ... Coventa raised 500M Euros for Dublin waste-to-energy power plant. 58Mw. ($10/w?! Why?) 3-year build ... Scot "no" vote ensures oil security for England.

FRIDAY OPEN ... Market up 56/4/3. Volume 3x normal (options Friday). WTI ~$92, Brent over $97. US leading indicators up .2% in Aug. 1st French air strike in Iraq. US Congress passed Syria rebels aid bill ... (stock #s in %) CABN up 45 with volume. IFXY up 25. PWDY up 13. WEST up 12. NORX up 11. SOPW up 9, new high with news .... GWBU down 27. NGLPF down 22. LSCG down 17, new low. WWPW down 17 with volume. LEXG down 16. SSOL down 15. AWSL down 14. ZNNMF down 13. AMEL, BSRC down 11.

Thursday, September 18, 2014

THURSDAY CLOSE. Market up 109/31/9. WTI ~$93, Brent over $97. US natgas $4. France to launch air attacks in Iraq. Ebola may have reached New Orleans on ship from Africa. Ellison stepped down from CEO to COB. Poroshenko urging more US military help. Alibaba IPO ... (stock #s in %) WTWO up 50. CABN up 39 with volume. PWDY up 37. GWBU up 33. EMKR up 25, new high with volume, news. LSCG up 22. KIOR up 21 with volume despite their troubles. CREG up 20 with volume. AWSL up 16. BSRC up 11. MGLT, TMEN up 10 .... NORX down 43, new low. CRCL down 31. CSGH down 18 with volume. CPWY, MKBY down 16. GEVO down 14, new low with volume. LEXG down 13 with volume. WSGP down 12. DPSM down 11. MDDD, UBRG down 10. And that's it, pards. Go figure.

ISIS SEIZED 21 SYRIAN TOWNS IN 24 HOURS. Kurds issued call to arms to Turk Kurds with Kurd town under siege ... China slowly, quietly seizing disputed territories along India border ... Ruckelshaus challenging policymakers to act swiftly on "quiet crisis" of global warming climate change ... Antarctic sea ice up 3rd year in row. Nearing record high. (Doesn't portend global cooling or new ice age.) ... Algae "red tide" in northeast Gulf of Mex killing sea turtles, fish ... US Ag Dept approved commercial planting of GMO'd corn, soy to resist 2,4-D. Critics say could lead to more damage to environment, other crops, maybe humans. EPA still must approve new 2,4-D formulation ... Japan wants to resume whale hunting in Antarctic next year despite UN court ruling ... Swiss Re projects repeat of 1821 hurricane that hit NYC could cause over $100B damage now ... US Dept of HUD $1B competition between communities for best ideas to reduce future disaster damage ... Sea level rise could cost Australia over $200B: study ... DiCaprio named UN ambassador of peace for climate change ... Global warming climate change to add billions to US wildfire fighting costs: report ... Natural disasters displaced more folks than did wars in '13: report ... States in MISO (Midwest US) grid could save billions by complying with EPA proposed power plant emissions rule: grid operator ... Appeals court ruled unpredictability of wind deems wind farms unfit for favorable power pricing. Specifically Exelon's TX panhandle farms ... Burlington, VT now gets 100% of its electric from clean/renewable sources ... Emcore (EMKR) selling its space PV solar biz to Veritas Capital for $150M ... Biggest Libya oil field production halted after rocket attack ... Court rejected FERC request to rehear demand-response ruling ... NY's power reliability could be in trouble by '19: grid operator ... Powder R. Basin oil production up 2x in last 5 years ... REC Solar to install 2.65Mw solar at 3 Hawaii airports, started construction on 12Mw project on Kauai ... Brazil to auction bids Dec 15 to build 8Gw hydropower project. Part of 12Gw plan ... US crude production up 248Kb/d last week, most from reopening Alaska pipeline ... US natgas inventories 14% below normal for time of year. (May need imports if this winter like last.) ... Green Mountain Power to use sunflower seeds to make biodiesel, livestock feed. Fuel will be used for GMP's vehicle fleet, building heat. (Dang it, food is for eating. I eat sunflower seeds. And they're getting harder to find in stores darn it.) ... Montney Basin in W Canada holds est. 2,200TCF NG, ~29B bls NGLs, over 135B bls oil. Encana spending over 25% of '14 capex to develop Montney. Shell, others also there. Could cover Canada NG use almost 150 yrs ... Innovative Solar Systems got 15 year PPA from Duke for 48Mw project in N Carolina. Online late '15 ... LBNL: median installed price of solar systems in 1H14 down 5-12% v. '13. Solar industry adding $15B/yr to US econ ... Top enviro groups: US won't meet '20 GHG reduction target without targeting methane leaks. Urging DOI, EPA to step up. Tech available to cut meth emissions 50% over next 5 yrs ... Vivent Solar - 2nd rooftop solar comp behind Solar City - seeks up to $426M in IPO (NYSE) ... Atlantis Resources raised $83M to build 6Mw tidal power plant in Scotland ... Brazil OK'd Iberdrola, partner to start 2 wind farms in 30 days. 30Mw each ... IFC lending $96M to Turkey comp for clean/renewable power projects ... NextEnergy Solar Fund raised 31.5M Pounds from Macquarie for acquisitions ... Asia Pacific region to be 60% of global PV solar demand in 2H14 ... NOAA directed Army Corps to move coral before dredging Miami port ... Dominion accused of polluting Potomac R. with coal ash ... Finland OK'd new nuke reactor. Greens quit ruling coalition. (I think Greens should rethink that. Nuke is 24/7 clean power. And if you leave the coalition you lose power to argue your points within govt.)

THURSDAY OPEN ... Market up 94/22/8. New highs. Volume normal. WTI over $93, Brent over $98. Australia foiled ISIS beheading plot ... (stock #s in %) EMKR up 27, new high with volume, news. Selling space PV solar biz. KIOR up 26. BSRC up 21. TMEN up 20. CABN up 15 with volume. XDSL up 14 .... BLQN down 40. ZNNMF down 17. AMEL down 16. EWRL down 15. MKBY down 11. VSPC down 10. GEVO down 9, new low. NAMG down 5, new low. LSCG down 3, new low.

Wednesday, September 17, 2014

WEDNESDAY CLOSE ... Market up 24/9/2. Volume I bet normal. WTI over $94, Brent over $98. (Still trying to punish Russia.) US NG $4.09. Fed keeping interest rates near zero. Iraq launched offensive on ISIS/ISIL/IS in 3 Iraq cities ... (stock #s in %) CABN up 43 with volume. BLQN up 42, up 3x on year. CCTC, WSGP up 22. EWRL up 20. MKBY up 20 with volume, up 4x on year. NGLPF up 20, up 6x on year. DPSM up 16. ENSL up 15. VSPC up 12. WEST up 11. ZNNMF up 10. LEOM up 10, up 3x on year .... BSRC down 33, up 3x on year. POLR down 33. CGYV down 23. NAMG down 22, new low with volume. BFRE down 19. QTMM down 16, up 6x on year. ECAU down 15. PSPW down 14, up 3x on year. ENZR down 10 with volume. PEIX down 10 with volume, up over 7x on year. Pack it in boys. Happy trails. Onward and upward. Tally ho.

S. CAL HEAT WAVE SHATTERING POWER USE RECORDS ... More floods in US S west from 3rd hurricane ... N. Cal still burning ... "Red Tide" in Gulf of Mex threatening Florida econ ... Moves to cut HFC emissions by US. Used in cooling, refrigeration. Voluntary agreements from some of largest comps to scale down, phase out use with reductions of 700M tons CO2 equivalent through '25 ... Arctic Sea ice cover 6th lowest on record. Antarctic ice may set growth record. (Nature doesn't move in straight lines.) ... TX school board proposes textbook revisions to deny global warming climate change. (You know, what's going to happen is going to happen whether denied now or not, kids. And if deniers are wrong, life will get pretty dang bad which we could have prevented. Why gamble on civilization?!) ... Global offshore wind installs to reach 40Gw by '20: report ... EPA denied N Carolina petition to change baseline for power plant emissions allowances ... Cal issued 1st permit for driverless car ... Renault Ecolab said to get 235MPG ... Northeast Utilities joining Spectra in $3B bid to expand New England NG pipelines ... Shell's revised Arctic plan calls for 2 rigs, 6 wells ... More flex-fuel vehicle sales in UK driving biofuels use: Frost & Sullivan ... 25M gal/yr ethanol plant back online in S Dakota. Idle 18 months ... NFR BioEnergy to invest $312M to install biorefineries at over 10 sugar hubs in Louisiana. To convert bagasse into fuel pellets for power plants. Torrefaction process ... New oil discovery by Eni offshore Angola in deepwater. Est. 300M bls. Production capacity over 5Kb/d ... Baltimore G&E customers achieved $2B in energy savings over lifecycles of efficiency equipment installs. Smart Energy Savers Program. Participants got over $380M in incentives ... Bright Source Energy got Cal Energy Commission OK for 2nd thermal solar plant in Mojave. Partnering with Google, NRG Energy. CEC scaled project back, though, to 1 tower, 1,900 acres of mirrors. Near migratory bird corridor ... Minas Gerais in Brazil preparing Nov. solar auction. Ceiling ~$111/Mwh. 15-yr PPAs. Seeking solar panel factory for state. Developers must buy panels made in state ... Blue Earth to buy $10M stake in battery maker Power Gemix Systems. Nickel-zinc tech ... UK solar institutional investors to benefit from new opportunities under CfD ... Hareon Solar got $619M in share sale ... Gaelectric Group entering biomass sector with Imperative Energy purchase ... Egypt to offer bids to generate 8Gw new power ... FERC deadlocked over fairness of power market rules in power-starved New England.

WEDNESDAY OPEN ... Market up 25/1/1. Volume normal. WTI over $94, Brent ~$99. Fed meeting ... (stock #s in %) CCTC up 33. BLQN, NGLPF up 28. CABN up 25. DPSM up 22. VSPC, XDSL up 14. LEOM up 10. RBCN up 5 with news after hitting new low. VOIL up 1, new high .... POLR down 33. NAMG down 24, new low with volume. ENZR down 16, with volume, news. ECAU down 15. CBEH down 13, up 26x on year. SOPW down 12 with news. LSCG down 11, new low. AMEL, GWBU down 11. ENSL down 10.

Tuesday, September 16, 2014

TUESDAY CLOSE ... Market up 100/33/14. Volume a little heavy. WTI over $94, Brent ~$97. US NG $3.99. Yellen seen raising rates slowly over 3 years. China $81B liquidity to 5 banks ... (stock #s in %) CABN up 42 with volume, news. UBRG up 35. CGYV up 30. CBEH up 15. MKBY up 14. IFXY, EVSI up 13. AXAS up 10 .... WSGP down 46. POLR down 40. BFRE down 29. KIOR down 22 with volume. DSTI down 20. LEDS down 19, new low with volume. ENZR down 16 with volume. AWSL, CBWP down 14. WWPW down 13. CNTO, XDSL down 12. PSPW down 11. GERS down 10. CCTC down 9, new low. RBCN down 7, new low with volume. CREG down 3, new low with volume.

RUSSIA COMPLETED DRY RUN OF NUCLEAR BOMBING ATTACK ON US. (Way to go, Vlad. Just what the world wants.) ... Ruble at historic lows. Moscow warns against panic ... Investment decisions with $90T for global infrastructure next 15 years will make or break Earth's climate: Global Commission on Economy, Climate. $4T or so next 15 years to limit GHG emissions only ~5% more than to be spent anyway on new power plants, transit systems, etc ... Fight against climate change driving economic growth: report ... Warming ocean bringing tropical fish to Alaska ... Brazil building large climate change observation tower ... Global warming climate change-induced wildfires should factor into carbon's social cost: report ... Europe, Asia comps dominate top global sustainable rankings ... US Fish, Wildlife Service seeks educational use for crushed ivory ... OPEC says may pump less oil in '15 ... China banning coal with high ash, sulfur ... NYC to build $72M, 14Mw hydropower plant at upstate reservoir. Will sell ~$2M of power/yr to NY grid. Construction start in '16 ... Trans Canada filed to renew S Dakota permit for Keystone XL pipeline ... USGS linking Colo quakes to drilling ... Gulf of Mex drillers coalition says spill-response capacity doubled ... Oklahoma oil hub to add another pipeline ... Latest West sanctions on Russia could hurt global oil supply: former BP chief ... Pacific Ethanol (PEIX) to sell CO2 from Oregon ethanol plant. Up to 200 tons/d for food processing, bev makers ... 4 new E85 pumps installed in Midwest ... Projections for Mozambique NG reserves in key basin upped 20% to 200BCF ... U of TX scientists cooling electrons to near absolute zero at room temp. Could save up to 90% of power need. "Quantum well." Fabricating energy efficient transistors currently under way ... Bluosphere (BLSP) LOI to buy 7 waste-to-energy facilities in Italy. Anaerobic digestion. Internal rate of return over 25%. Looking at 9 more, ~1Mw each ... Iberdrola to supply Roseville, Cal municipal utility with clean power products over 10 yrs ... Energix (Israel) closed deal for 155Mw wind power project in Golan Heights ... Marin County Cal residents OK'd for PACE program. To finance solar, energy efficiency, water conservation improvements over 20 years as part of property tax assessments ... Black lung cases in Appalachia at historically high levels: study ... AW-Energy Oy (Finland) raised 15M Euros to enhance its wave power tech, bring it to market. Funds from Finland agency, EU ... India to lift solar target 5x to 15Gw by '19. Current plan for 3.6Gw by '17 ... Brazil OK'd tax-exempt bond issue for 30Mw wind project ... Axion Power to sell $12M of common stock ... Nigeria target 2.4Gw clean/renewable power by '15 ... Coca-Cola, Nestle, Tesco to up recycling rates ... Solar City (SCTY) new mounting product can increase power gen on flat roofs up to 50% ... CREG latest Q had huge jump in revs, net ... EFOI profit up 50% from previous Q. EPS next Q should be positive ... AGs from 7 states, DC back admin Clean Water Act proposal ... US, global coalition condemning Iceland for commercial whaling ... NRC approved 1st new reactor design in 3 years after DOJ probe ... Admin committed to growing ethanol industry to fill RFS level: Vilsack ... Mercedes-Benz plans rollout of 1st hybrid plug-in next year ... Occidental to pay $190M fine over Passaic R. contamination ... Indonesia signed on to regional smog plan ... Super volcano showing signs of life in N Korea.

TUESDAY OPEN ... Market up 5/3/2. Volume a little heavy. Fed meeting. WTI over $93, Brent ~$99. 3K US troops, med aid for Ebola fight. Ukraine approved special status for East ... (stock #s in %) CABN up 33 with news. CGYV up 30. DSTI up 22. EVSI up 20. UBRG up 14. JUHL up 11 .... WSGP down 46. POLR down 40. BSRC down 34. KIOR down 22 with volume. LMRMF down 19. AMEL down 16. CBWP down 14. ENZR down 10 with volume. LYSDY down 10. CCTC down 9, new low. CREG down 8, new low with volume. VOIL down 3 after hitting another new high. CREE down less than 1, new low with news.

Monday, September 15, 2014

CHINA DEPLOYING 700 SOLDIERS TO UN PEACEKEEPING FORCE in S Sudan ... Nigeria says $8B oil revenues lost in '13 from pipe theft ... China imported 5.96Mb/d of oil in August. Up 17.5% yoy. Up 6% from July ... UK shale comp bid rejected to explore S England ... Statoil pilot project to capture ND flare gas expanding to power 6 drilling rigs. Expects to capture 3-5MCF/d by yearend ... Continental Resources net Bakken production up 23% yoy ... MN PUC called on Enbridge to examine new routes for planned oil project ... NG, not oil, accounts for 2/3 of reserves discovered in last decade: IHS. Largest finds nowhere near homes, businesses to burn it ... NG production from Utica up 5x yoy. 1BCF/d at end of 2Q14 ... Late summer water temps near FL Keys ~84*F. ~2*F warmer than 100 years ago. 84*F about top temp coral can survive.

MONDAY CLOSE ... Dow up 43, Naz down 48, SP down 1. Volume probably slightly heavy. Anti-ISIS coalition confirmed Iraq aid. US Fed meeting this week. 47% of Naz in bear market. Ruble down 12% this year. Possible Russia budget deficit by yearend on lower oil prices. EU delaying parts of political, trade pact with Ukraine. Iran rejected US bid to coordinate in ISIS fight. US natgas $3.92 ... POLR up 150. KIOR up 22 with volume. CABN up 20 with volume. CPWY up 20. ELON up 17 with volume. NORX, XDSL up 14. ENZR up 13, new high with volume. LMRMF up 11. VOIL up 6, another new high .... PTOS down 30. GERS down 26. PWDY, UBRG down 22. CCTC down 18, new low with volume. LEXG down 15 with volume. SENY down 14. FNVRF, ENSL, CBEH down 13. EWRL, OOIL down 12. CREG down 11, new low with volume. JUHL, LYSDY, ASTI down 10. SCTY down 9. CSUN down 9 with volume. GEVO down 4, new low.

US, EU ORDERING COMPS TO CUT OFF EXPORTS TO RUSSIA for oil exploration within 14 days. Exxon/Rosneft Arctic project among those affected ... Dead zones expanding in Green Bay despite regs ... Gulf of Alaska unusually warm. Unusual fish showing up. Up to 5*F above avg. Even warmer in Bering Sea, off Mex west coast ... Homes near NG wells in TX face worsening water contamination ... Proximity to NG wells could be causing health problems including skin, respiratory infections: report ... Contaminated drinking water linked to faulty wells, not fracking: study ... Fed judge rejected admin's approvals of Arch Coal mine expansion in Colorado ... Viruses affect life, death of carbon-eating algae blooms: scientists ... NASA website allows countries, states, cities to track their CO2 emissions ... Denver airport committing to reducing carbon emissions ... Germany's clean power shift can ignore storage infrastructure for up to 20 years: study. Still too expensive ... Japan signed 17-year deal to buy natgas from BP at N Am prices ... Developer shelved 45-65Mw Brit Columbia hydropower project ... India's Tamil Nadu set solar power prices after 2-year failure to attract projects. 11 cents/Kwh for PV, more for solar thermal. State gets ~300 days of sun/year ... Japan promoting wooden racking for PV solar ... Canada oil exports to US up 27% yoy ... Bernstein Research: US NG production to grow 3BCF/d in '15. Demand to grow 1.2BCF/d. US 1H14 production up 4.1BCF/d yoy ... Iraq PM ordered his forces to stop indiscriminate shelling, bombing of Sunni civilian neighborhoods in ISIS-controlled areas ... Libya's last elected Parliament hiding out on car ferry anchored near Egypt border. PM traveling around Gulf drumming up support for foreign intervention. Libya oil production said rising to 1Mb/d in Oct. Head of central bank fired by Parliament-on-ferry over weekend ... Rouhani says US' ISIS coalition will have no chance of success without Iran. Iran doing, supplying much of fighting in Iraq ... Pipeline to supply Iraq power plants with Iran NG finished. But fighting in region delaying gas shipments ... ADB to provide $150M debt for clean power transmission lines in India ... Chile to allow wind, solar projects at next power auctions ... US nuke reactors can handle climate change under current rules: NRC chief.

MONDAY OPEN ... Dow up 4, Naz down 35, SP down 1. Volume slightly heavy. WTI over $92, Brent over $96. US industrial output down 1st time since Jan. Iran leader: US' ISIS effort "pointless". Africa Union forces destroyed al-Shabaab camps in Somalia ... (stock #s in %) KIOR up 39 with volume. GWBU up 33. ENZR up 22, new high with volume. DSTI up 15. CABN, XDSL up 14. VOIL up 7, new high with volume .... ECAU down 22. WEST, SENY down 15. LYSDY down 14. CCTC, EWRL down 13. UBRG down 11. AMEL, MKBY, DPSM down 10. TSLA down 6. LSCG down 5, new low. CREE down 3, new low.

Sunday, September 14, 2014

IRAN WARNING US AIRSTRIKES IN SYRIA WILL EXPLODE MIDEAST ... Obama: Assad shooting at American planes will lead to his overthrow ... Reports ISIS struck deal with Syrian rebels to take out Assad. Free Syrian Army or Syrian Revolutionary Front (who knows for sure yet) won't take part in US-led fight against ISIS until getting assurances of toppling Assad ... (Press calls them ISIS, Govt calls them ISIL.) ... Al Qaeda India off to poor start. Attacked Paki ship instead of American carrier in Karachi port. Lost 10 ... Former US senators helping Russia skirt sanctions ... NATO countries began arms deliveries to Ukraine ... Ukraine rebels clashed with Ukraine troops Sunday in several locations including Dometsk airport. (Oh, ceasefire?) Russian convoy reportedly entered Ukraine, then went back over border. 3K Russian troops reportedly still in Ukraine, 25K more on border. Kerry, Lavrov meet in Paris Monday. (Thank God and Greyhound for reporters.) ... Air France pilot strike ... China growth slowing ... Microscopic ocean algae can evolve fast enough to cope with global warming climate change, acidification: study. 500 generations/yr ... Seas could become 170% more acidic by 2100 vs. pre Industrial Revolution ... Another hurricane coming up Baja. (SEast US flooding again?) ... Ebola to claim up to 100K lives in NW Africa ... View latest solar storm in Northern Lights at several Arctic locations tonight. God bless y'all.

Saturday, September 13, 2014

ISIS MORTARED IRAQ'S LARGEST REFINERY. BAIJI. 310Kb/d. 100K bl tank caught fire. No forces to put out fire ... Ukraine leader says Putin seeks to restore Soviet Union. (I think we've know that for awhile.) ... Marine retired general Allen to coordinate intl effort against ISIS ... Exxon riling US, EU with sanctions loophole for Russian Arctic drilling ... Pakistan opposition suspended talks with govt after arrests ... ECB cash boost may near $1.3T ... Iran hasn't delivered on freedom pledges: UN. Worries over executions ... National "green kids" winners announced in People & Planet Small Biz contest.

UKRAINE BUILDING WALL ON RUSSIAN BORDER. Russian troops have largely gone back to Russia ... ~20% Ukraine's oil demand filled. 2 of 6 refineries operating. Usually buys from Belarus, Poland, Russia. Now talking with Azerbaijan ... Iraq forming new govt. Money flowing to Sunni tribes ... Sauds agreed to host training site for free Syrian fighters ... 2 new LNG export projects approved by US after legislation tweaked. 3 projects now ... At least 14 LNG export proposals for Canada's west coast ... Lukoil new oil/gas discovery offshore Ghana ... Trans Globe Energy new oil discovery in Egypt's west desert ... Lundin's oil discovery last year offshore Norway downgraded. May be too small for stand-alone development ... Consortium led by Kuwait Energy discovered more oil in Basra Iraq ... Shell launched new production in Gulf of Mex. Est. 50KBOE/d ... Utica natgas production up 32% in 2Q from 1Q to 88.7BCF. More than all of '12. Oil production also up 32% to 2.5M bls ... Corruption scandal over Petrobras skewing Brazil presidential elections. Candidates implicated. 3% kickback '04-'12 ... Gambia formed new national oil comp ... Hungary's MOL to buy Eni's Czech, Slovak, Romania units ... KKR, Riverstone forming oil/gas JV ... Trans Atlantic Petrol buying Stream for $41.2M. 3 oil fields, 1 gas field, 1 exploration license in Albania.

Friday, September 12, 2014

FRIDAY CLOSE ... Market down 61/24/11. Volume barely more than normal. WTI over $92, Brent over $96 (More it falls, more it hurts Russia). Exxon $700M Russian Arctic oil well hanging on sanctions. ISIS est. 20-30K strong ... (stock #s in %) WSGP up 63. SENY up 45. ENZR up 41, new high with volume (maybe on Tesla batt factory). KIOR up 28. NORX up 27. AMEL, BLDW, GERS up 26. CABN, PSON up 25. IFXY, SOPW up 21. OPTT up 15 with volume after reporting. CCTC up 15. GPRC up 14. AMLM, LEXG up 11. OOIL up 10 .... PWDY down 23. LSCG down 15, new low. TMEN down 15. EFOI down 12 with volume after hitting new high lately. BLQN, XDSL down 12. PSPW down 10.

POLAND CUT OFF NATGAS FLOW TO UKRAINE. Poland cited reduction of flow from Gazprom of up to 24%. Gazprom denies it. Says sending same amounts. Slovakia now sending some NG to Ukraine. Slovakia has opposed Russia sanctions. Ukraine will have to cut NG use ~20%. They have paid artificially low prices ... World Bank, 5 other intl banks vowing to aggressively fund climate efforts ... EPA approved alternate to ozone-depleting methyl bromide pesticide ... Sun Edison (SUNE) to invest over $1B in Chile solar power ... Solar panel factories running up to 100% of capacity, can't meet all demand. Expansions planned ... India planning rule to mandate comps building fossil fuel power plants to also build clean/renewable capacity ... Ratchaburi (Thailand) to invest through JVs in 33Mw initial phase of solar power in Japan ... Factoring in load capacity, longevity of plants, wind power 3x, solar power 10x cost of building nuclear plant. But. Add costs of fuel, fuel enrichment, decommissioning, waste storage, security, meltdown/terrorism possibility to nuclear. Add costs of load balancing, new power lines, interconnectors to wind, solar ... Envision (China wind power comp) plans 100Mw/yr in Chile ... India's Tamil Nadu considering 2Gw of offshore wind ... RWE Innogy OK'd for 96Mw wind project in Wales ... Italy-funded project to encourage solar-powered water heaters in Lebanon. $1M Euros for 66 heaters in public bldgs ... Dane company suspended work on 2 power projects in Lebanon. Payments withheld by Lebanon on pretext contracts amended. $348M contract for 2 power plants. 272Mw. Use fuel oil or NG. 70% built ... Eni, Shell denying wrongdoing in $1.1B buy of oil block from Nigeria in '11 ... EPA backing less costly haze control plan for 605Mw coal power plant by AZ power co-op. EPA plan would have cost over $200M. Co-op's plan ~$32M. Converting 1 gen unit to NG, installing upgraded emissions controls on both units. Overall emissions reductions more than EPA plan ... Xcel Energy got spot on Dow Jones Sustainability Index for 8th time ... EPA approved 1st coal gasification project in 20 years ... Biodiesel, ethanol industries' revenues to rise to ~$150B by '18 from over $94B in '13: Frost & Sullivan. Asia/Pacific market to grow fastest. Competitively-priced feedstock to be crucial ... 10.6M flex-fuel vehicles on US roads. 10% use E85 ... JFE to build 50Mw biomass plant for Erex in Japan. Palm kernel shells, coal feedstock ... Nevada governor signed $1.3B tax breaks for Tesla (TSLA) battery gigafactory ... AZ comp made world's 1st 3-D printed car.

FRIDAY OPEN ... Market down 30/15/5. WTI over $92, Brent over $97. Volume normal. 10 Arab states backing effort against ISIS. Not Turkey ... (stock #s in %) BLDW up 26. CCTC, GSFVF, SOPW up 23. ENZR up 22, new high with volume. LEXG up 19. OPTT up 17 with volume after reporting. AMEL, MMMW, SENY up 13. SSOL up 12. GPRC up 10 .... GERS down 16. TMEN down 15. FNVRF down 13. BLQN down 12. EFOI down 11 with volume. WWPW, DPSM down 10.

Thursday, September 11, 2014

THURSDAY CLOSE ... Dow down 19, Naz up 5, SP up 1. Volume normal. WTI over $93, Brent over $98. US natgas $3.82. US to join EU in more Russia sanctions. Hollande must step down: French majority in poll ... (stock #s in %) BFRE up 60. EFOI up 41, new high with volume, news. GSFVF up 33. BSRC up 32. ASTI up 21 with volume. ENZR up 21 with volume, news. CBEH up 21. LSCG up 17. ZAAP up 13 with news, volume. SOPW up 11, new high. PRHL, NORX, BIOF up 10 .... POLR down 60. GERS down 25. CRCL down 22. AMEL down 21 with volume. LEXG down 19 with volume. GPRC down 17 with news. PSON down 17. CBWP down 16. LEDS down 13, new low with volume. KIOR down 11 with volume.

WARMER AIR CAUSED COLLAPSE OF HUGE ICE SHELF off Antarctica: scientists ... Global warming climate change fueling Rocky Mountain tree recession: study ... Organic coffee threatened by global warming-stoked fungus ... EPA proposing 14 areas not complying with particulate emissions limits ... Despite heavier regulation, pesticides persist in US waterways: study ... Up to 65% of illegal deforestation in world linked to commercial ag ... Extreme solar flare could disrupt power supplies, communications this weekend ... US Coast Guard can't deal with "heavy oil" spill in Great Lakes: official ... Anti-logging activist murdered in Peru ... U of Manchester scientists discovered bacteria that eats nuke waste ... Japan OK'd 2 reactors on Kyushu to restart ... 2 more LNG export projects got US OK ... BP, Shell CEOs came out against Scotland independence ... 1366 Tech says they can produce silicon wafers for solar cells for 10% less than competitors. Single step process. Plans larger factory in '16. $150M DOE loan guarantee in '11. Want to get to 25Gw/yr, 25% of market, by '20 ... Siemens 10Mw tidal energy project in Wales suspended. UK withdrew 10M Pound grant in June ... US regulators, utilities urge EPA to strike '20 emissions target ... Rifle attack on PG&E substation in Cal wasn't terrorism: FBI ... Libya National Oil Comp says Libya oil production now up to 800Kb/d. Ongoing chaos in cities, govt ... Sauds cut oil production 400Kb/d in August. Drop in exports to Asia ... EIA expects US crude production to rise 1Mb/d in '15 to 9.53M. August production 8.6Mb/d. Est. WTI to avg. over $94 in '15, Brent ~$103. Forecast world liquid fuels consumption to rise 38% by '40 ... Liquid Light raised $15M. Advances toward pilot plant to make plastic from CO2. CO2 + electrocatalytic process + hydrogen + hydrogenation. H from propane, leaves propylene to sell. Could make plastic for up to 10% of present costs from ethylene ... Buffalo Lake reopened 18M gal/yr ethanol plant in MN. Idled in '10 ... Scandinavian foresters investiing $3B to add products from wood fiber, power generation ... U Cal Berkeley 3D imaging plant cell walls to unlock cellulosic ethanol potential ... Indonesia palm oil investment over $2.7B last 3 years. Sustainability concerns lowering demand ... BP may owe recreational Gulf of Mex fishers $585M ... Gamesa new China customer - Everbright - ordered 48Mw of 2Mw wind turbines. '15 delivery. Possible 48Mw more ... Bluesphere (BLSP) MOU with ESC (Israel) for 5Mw biogas project in Israel. Food waste feedstock ... Nevada auto dealers OK'd Tesla (TSLA) direct sales ... Jinko Solar connected 100Mw China solar plant to grid. Built over fish pond ... GE wind turbines outperforming expectations 6.3% at MN Honda plant. Supplies 10% of plant's power needs ... PNE Wind (Germany) to raise up to $104M to buy ~150Mw of wind farms in Germany. Selling shares, convertible bonds ... Longyuan OK'd for 2 wind projects in China. 60Mw, 110Mw ... ReneSola to supply 10Mw for India solar project. Juwi India to build ... Japan cancelled 1.8Gw of solar projects (647) to investigate if development moving ahead as planned. 351 more projects (2.7Gw) also to be investigated. (Dang. That's a lot of solar under investigation.) ... Brazil expanded tax creds to ethanol exporters. (Election coming up.) ... Rays Power plans 50Mw solar in India ... Neste Oil to build 60M Euro biopropane facility at Rotterdam refinery ... China CNR signed $563M wind turbine supply deals.

THURSDAY OPEN ... Market down 34/12/3. WTI ~$92, Brent over $97. EU to pull trigger on Russia sanctions ... (stock #s in %) EFOI up 39, new high with volume, order news. BFRE up 36. BSRC up 32 with news. CBEH up 21. NORX up 20. GSFVF, MMMW up 14. AMPD up 13. XDSL up 12 with news. CABN up 11. VOIL up 1, another new high .... POLR down 60. GERS down 37. CRCL down 22. CBWP down 20. GPRC down 19. GWBU down 14. CCTC down 12. KIOR down 12 with volume. LEXG, ECAU, UBRG down 11. PEIX down 11 with volume. CREG down 4, new low with volume.

Wednesday, September 10, 2014

WEDNESDAY CLOSE ... Market up 54/34/7. WTI over $91, Brent over $98. US natgas $3.95. New Jersey rating cut by S&P. France ready to join US in air strikes vs. ISIS. Russian oil deals with Exxon, Shell face sanctions ... (stock #s in %) POLR up 150. CBWP up 122, new high. KIOR up 50 with volume. MKBY up 47. LMRMF up 31. AMEL up 26. GSFVF up 19 with volume. SOPW up 14, new high with volume, news. MMMW, CABN up 13. PWDY, LEXG, AMLM up 11. CERPQ up 10. VOIL up 1, new high with volume .... AMPD, BSRC down 24. DSTI down 23. CNTO down 19. CCTC down 17. GTAT down 14. USEI down 12. XDSL down 11. MKTY, UBRG down 10.

EL NINO STILL EXPECTED FOR US WEST COAST, but won't bring heavy rains Cal needs to end drought: US Climate Prediction Center. (Though 2 hurricane edges didn't hurt.) Cal cities cutting water use ... Cal, Japan signed pact to co-op on water, high-speed rail, clean cars development ... NJ may lose up to $500M from leaving cap-and-trade program: enviros ... Over 400 dead from India, Pakistan floods ... USDA $518M to upgrade rural electric co-ops ... Japan researchers developing new membrane that can trap GHGs, let clean air through ... Solar Power (SOPW) to buy over 26Mw of solar projects in Greece. Also buying Sinsin Renewable Investment for $91.8M ... Norway losing to Sweden in $6B wind power boom ... DOE has approved 45 aps to export LNG. If all get built, they will export 49BCF/d. US uses 71.3BCF/d, over 26TCF/d (and produces about the same) ... The Fed is printing $118M/hour 24/7. (Just thought it worthy mentioning.) ... Boston U. faculty, students calling for fossil fuel divestment ... EIA raised projections for oil use in '40. Lowered potential for clean vehicles ... Fed judge tossed out enviro challenge to BLM oil/gas lease sale in Nevada ... Iberdrola spent ~$13M to renovate 45 of 92 small hydropower plants in Spain over last 3 years ... 99% drop in solar panel prices over last 40 years. 75% of that has come since '08 ... Enviva spending $214M to build 2 wood pellet plants in N Carolina by '17 ... China's oil demand going up faster than expected: EIA ... U Cal Davis, China Automotive Tech, Research Center collaberating to help speed commercialization of clean cars in China, US ... Fuel Cell Energy (FCEL) to sell 1.4Mw FC power plant at U of Bridgeport to NRG Energy ... Russia to build 8 new power plants in Iran. Also to help rebuild 4 old plants. Power grids of Iran, Azerbaijan, Russia to be interconnected ... China's polysilicon sales up 145% in 1H14 over last year to $1.6B. 62K metric tons ... Broadwind Energy (BWEN) got $14M order for wind towers from US wind turbine maker. (Not named or priced.) ... India lender, power trader jointly financing clean energy projects for India ... Trina Solar to supply 70Mw of solar panels for Chile project. Delivery starting this month ... Google to invest $145M in 60Mw Sun Edison solar project ... Fed rules/regs took $2T bite out of US econ in '12: NAM. (At least some of that went to companies for pollution equipment, etc. It's not a dead drain, NAM. Or clarify. Is this net econ drain? Or political dribble?) ... Californians support $7.5B water bond 2:1: poll ... Montana lawmakers kept renewable energy standard ... Russia developing array of new nuke, conventional weapons. Tested new IBM.

WEDNESDAY OPEN ... Market down 30/2/3. Volume normal. WTI over $92, Brent over $98. Ukraine reports Russian pullback ... (stock #s in %) KIOR up 47 with volume. MKBY up 47. PSPW up 25. LMRMF up 16. PWDY up 11. SOPW up 9, new high with news .... GERS down 30. AMPD down 26. BSRC down 24. NORX down 20. CNTO down 19. CCTC down 14. XDSL down 11. GTAT, MKTY down 10.

Tuesday, September 9, 2014

TUESDAY CLOSE ... Market down 97/40/13. Volume a little heavy. WTI over $92, Brent over $99. US NG $3.99. Abadi forming new Iraq cabinet, seeks unity against ISIS. Obama will need billions to fight ISIS. Afghan presidency deadlocked. Greenspan: US construction "dead in the water" ... (stock #s in %) PTOS up 58. MGLT up 25. CNTO up 23. DSTI up 21. PSPW up 20, new high. PWDY up 15. MKTY, NGLPF up 12. AWSL, TMEN up 10. ABAT, LSCG up 9. VOIL up 7, new high with volume. WEST up 1 after hitting new low .... POLR down 60. BLDW down 38 with volume. AEHI, NORX down 33. CBWP down 27. BFRE down 23. CRCL down 21. MDDD down 17. LMRMF down 15. SSOL down 14. AMPD down 13 with volume after hitting new high. UBRG down 13. GTAT down 12 with volume. GSFVF down 11, new low with volume. AMEL down 11. AMLM, XDSL, MMMW down 10. FCEL down 9 with volume after reporting.

CO2 IN ATMOS REACHED RECORD 396 PPM IN '13: UN's WMO. Up 2.9 PPM over '12, largest year increase since '84. CO2 stays in oceans longer than the hundreds of years in air. Current rate of ocean acidification appears unprecedented. Methane in air up .27% in '13 to 1,824 PPB. NOx levels up .25% to 325 PPB ... Arctic sea-ice melt similar to '13 rates ... DOE spending $8B for new microgrid projects ... Solar costs down $.41M/Mw in 1H14. Onshore wind down $.02M/Mw ... Voters skeptical of mandates, favor tax breaks for clean/renewable power, fuel: poll ... Mysterious sea star die-off along US west coast ... Global warming, climate change threatens hundreds of N Am bird species ... Arizona in state of emergency from floods ... Fracking wastewater well ops suspended in Ohio after quake ... Ghana to double crude production by '17. $20B investment next 10 years to develop offshore resources ... 8-9B BOE oil/gas reserves left in N Sea. Potential up to 21B with new discoveries, better tech ... Israel to supply Natl El Power of Jordan with 1.6 TCF of natgas over 15 years ... IMF approved $553M credit to Yemen to help stabilize econ. Militant attacks continue on oil facilities ... Shell made new natgas discovery in Utica Shale in PA ... ~38% of world's shale oil/gas buried under water-stressed regions. (Fracking takes enormous amounts of water.) ... If all world's theoretically recoverable shale gas could be developed, NG supply would expand 47%: World Resources Institute ... Dominion, Duke, 2 other comps JV to build/own 1.5 BCF/d pipeline from Utica, Marcellus to N Carolina ... Brazil launched 1st ethanol-propelled rocket (with liquid ox) ... If US population actually followed USDA dietary guidelines, ate 2K calories/day, GHG emissions would rise 11%: study. 8% of US GHG emissions came from food production in '10 ... Fluor completed 540Mw combined-cycle NG power plant in TX. Replaces 420Mw 40-year-old plant. 30-40% less GHG emissions ... Enviros suing Feds for Keystone XL review documents ... Strange noise shuttered NJ nuke reactor ... India's state of Telangana to hold 500Mw solar auction ... Hitachi Chem began selling wavelength conversion particles that increase solar cell efficiency 2.2% ... Canadian Solar (CSIQ) partnering with Sichuan Development to launch solar investment fund in China. $800M expected to be raised ... Hanwha Solar (HSOL) to supply another 50Mw to Inner Mongolia comp ... LDK Solar started restructuring ... Eilat-Eilot issued 50Mw solar tender in Israel ... EDF Canada sold 12.5% stake in 300Mw wind farm. 10% stake net profit $500K-$1M/year depending on power gen ... John Laing bought 16Mw UK wind project from Infinergy ... Gamesa raised $304M with new shares to expand emerging market wind power ... First Wind OK'd for 206Mw Bingham wind project ... ABB $800M order for subsea power link for offshore wind project.

TUESDAY OPEN ... Market down 77/17/9. Volume slightly light. WTI ~$93, Brent over $99 ... (stock #s in %) DSTI, PSPW up 21. DPSM up 13. NGLPF up 12. BLDW up 11. CERPQ up 10. VOIL up 7, new high .... CRCL down 21. NORX, POLR down 20. UBRG down 17. AMEL, LEXG down 11. XDSL, SPIR down 10. FCEL down 9 with volume, news after reporting.

Monday, September 8, 2014

MONDAY CLOSE ... Dow down 26, Naz up 9, SP down 6. Volume normal. WTI over $93, Brent over $100. US NG $3.87. Shelling resumed in Ukraine over weekend. New EU sanctions on Russia delayed on new ceasefire ... (stock #s in %) POLR up 66. CABN up 46 with volume. AMPD up 31, new high with volume. KIOR up 20. AMLM up 18. ACFN up 16 with news. SSOL up 14. GPRC up 13. CSUN, XDSL up 11. ENSL up 10. VOIL up 1, new high .... LEXG down 26, new low with volume. BLQN down 23. MGLT down 20. PSPW down 19. DPSM down 19, new low. AMEL down 15. GWBU down 14. MMMW down 11. RVLT down 8, new low with volume. LSCG down 5, new low.

WORLD ON COURSE TO OVERSHOOT UN CARBON TARGET: report ... Yale endowment fund asking companies about financial risks of climate change. Looking to avoid investing in those not taking sensible steps to reduce GHG emissions ... First Solar (FSLR), Next Era Energy started construction on $1B 250Mw plant in Nevada. Online in '16 ... Anheuser-Busch switching truck fleet to natgas. (Will Clydesdales switch to organic sustainable hay?) ... Proposed EPA power plant emissions rule won't help carbon capture tech development: MIT researchers ... Sharp selling US solar unit Recurrent Energy. Installed over 300Mw in '13. Over 4.3Gw in development ... Shell CEO says company's returns too low. No longer sufficient crude production or lucrative prospects. Only solution may be to shrink comp ... US natgas inventories still ~15% below 5-year avg. for time of year ... Foreign workers returning to Kurd oil fields ... Very little oil coming out of Libya. Egyptians report some 1,600 armed groups in Libya. (I really hope nutjob terrorists don't get their hands on the oil production bucks.) ... IAEA getting little cooperation in efforts to get at heart of Iran's alleged efforts to build nuke weapons. Iran developing new centrifuges ... Iran's oil minister: the sanctions are crude, illegal; we will keep circumventing them ... Half of Egypt's grid went down last week. Rolling blackouts continue. Fuel shortages. Would take $12B, 5 years to eliminate rolling blackouts ... ISIS-affiliated insurgents in Sinai ... Keystone XL issues now in Nebraska Supreme Court ... Glasspoint Solar - solar equipment for enhanced oil recovery - got $53M finance led by Shell, Oman sovereign fund. To accelerate development of solar-steam generators in Oman. Process costs less than half of natgas systems ... Scot independence "yes" vote may halt work on $23B of clean power investment until questions of subsidies, etc. answered ... NTR seeking equity partners for 150M Euro investment in Europe wind power ... Vestas got 200Mw US turbine order ... Canberra auction for wind power got 1Gw of bids ... Xcel Energy in talks for large-scale solar projects in Minnesota ... Fulcrum got $105M loan guarantee for biojetfuel plant.

MONDAY OPEN ... Dow down 32, Naz up 4, SP down 6. Volume normal. WTI ~$92, Brent under $100. Japan GDP 2Q down 7.1%. Iran a bigger problem than ISIS: Kissinger ... (stock #s in %) POLR up 66. CABN up 33. AMPD up 26. LMRMF up 12 with news. CCGI up 12. XDSL up 11 .... WTWO down 50. PSPW down 37. CNTO, PWDY down 25. BLQN down 23. GWBU down 14. AMEL down 10. RVLT down 5, new low.

Friday, September 5, 2014

FRIDAY CLOSE ... Market up 67/20/10. Volume catching up to normal. WTI over $93, Brent over $100. US natgas $3.78. Cameron: terrorist threat with Scot independence. Asteroid passing close to Earth on Sunday. Iran supreme leader said to approve military coop with US. NATO approved rapid reaction force. US, S Korea to create military unit to destroy N Korea nukes. US strike killed Somalia militant leader. (O yea. Obama's feckless: Republicans. Got to give Republicans their do.) ... (stock #s in %) PWDY up 42. UBRG, CBWP up 35. CPWY up 33. PSPW up 31. NORX up 27. IFXY up 26. BLDW up 25. NENE up 24 with update, nice turnaround after plummet. CRCL up 20. MMMW up 17. GWBU up 16. OOIL up 15. LSCG up 13. MGLT up 11. ZNNMF, ABAT up 10. EFOI up 1, new high .... AMEL down 39. AMLM, POLR down 25. LEXG down 18. CERPQ down 15. NGLPF down 13. LMRMF down 12. NAMG down 11.

GLOBAL WARMING BOOSTS CHANCES OF MEGADROUGHTS around world that can threaten civilization ... 1 in 5 Americans now affected by drought: report ... Worst drought in 8 decades in state of Sao Paulo, Brazil. Water rationing in 18 cities. Capitol city's main reservoir at 12% of capacity ... Arctic permafrost holds ~2x the carbon as atmos. NSF research reports sunlight boosts conversion of carbon in permafrost to CO2, not bacteria as previously thought. Warming could exacerbate release of CO2 from Arctic waters ... Gulf of Maine waters warming at alarming rates ... Est. 4K bl oil spill into Mexico's San Juan River after oilpipe theft attempt. Slick heading to reservoir outside Monterrey ... "Alarming" amount of arsenic found in groundwater near TX fracking sites ... Syngenta asking EPA to raise tolerance level for bee-killing chem (neonicotinoid) ... Calif blue whales have hit historical pre-whaling numbers. (At least one good story a day.) ... Premiers of Quebec, Ontario to enhance bilateral cooperation on cutting carbon emissions. (Another good one. Yay.) ... Ontario expects to add 3.3Gw new clean power capacity next 18 months. (And on it goes.) ... China's new solar policies promote distributed generation ... US can become world's clean power superpower: Hillary ... Former Treasury Secretary Paulson started climate change program at his think tank to fund research, advocate more aggressive enviro action. 1st initiative in China ... Alterra got C$110M loan for 202Mw wind project in TX, 62Mw hydropower project in BC ... Fuel Cell Energy (FCEL) to accelerate commercial development of solid oxide fuel cell tech with $7.5M contract ... $1.3B tax breaks for Tesla (TSLA) from Nevada for gigabatteryfactory ... Global lithium-ion battery market expected to grow 4x by '20: Frost & Sullivan ...BP may be fined up to $18B for Gulf disaster ... Denmark set new record for wind power use ... 1st phase 18Mw solar project for Permian Basin power ... Oklahoma governor formed committee on fracking-related quakes. Folks want action ... Nova Scotia set to ban fracking ... China's clean power comps face record ($4.6B) bond repayments in 2H14. Sinovel Wind may struggle to meet obligations, using only 20-30% of manufacturing capacity this year. Avg. cap use for global wind turbine industry ~60% ... UK offshore wind capacity set to grow to 11Gw by '20 from 3.7Gw in '13 ... E5 ethanol rollout in Vietnam at 150 stations ... Sasol (S Africa) cleared major hurdle to build US' 1st natgas-to-liquids plant in Louisiana. Army Corps of Engineers OK'd wetlands permit. Est. plant cost $11-14B ... 2 EDF nuke plants in Britain could be out of action until yearend. 2.4Gw total. More stress on grid ... All Earth Renewables started construction on near 5Mw solar to power 12 state govt facilities in Vermont. Dual-axis tracking. Sunpower (SPWR) panels ... SPI Solar (SOPW) bought right to develop, op 30.5Mw of solar projects in UK. Also rights to 50Mw more.

FRIDAY OPEN ... Market down 33/18/5. Volume near average. WTI ~$94, Brent over $101. Ukraine ceasefire. 142K new jobs in Aug: US ... PWDY up 60. CBEH, NORX up 27. BLDW up 25. CRCL, LSCG up 20. GWBU up 16. XDSL, MGLT up 11. AMPD up 10. NENE up 9 with update. EFOI up 1, new high .... WTWO down 50. AMEL down 21. NGLPF down 13. GEVO down 12. AMLM down 10.

Thursday, September 4, 2014

THURSDAY CLOSE. Market turned down late on what? Reality? Market down 8/10/3. Volume near recent lower average. WTI over $94, Brent over $101. US natgas $3.80. Ukraine calling ceasefire as Russian tanks advance. Israel hit Syrian army post after "errant" fire in Golan. Chechan leader vowing to crush ISIS after threat. Taliban attacked Afghan intelligence office. What a world ... (stock #s in %) POLR up 300. AMEL up 83 with volume. (On TSLA gigafactory decision?). AMPD up 49 with volume, news. AMLM up 40 with volume. (TSLA?). AWSL up 28. OESX up 24 with volume. ECAU up 18. SPIR up 15. GPRC up 14. VOIL up 12, new high with volume. (New pump and dump?). EWRL up 11. OOIL up 10. ABGB up 4, new high with volume .... PWDY down 30. UBRG down 29 with news. CPWY down 25. NORX down 21. CBEH down 19. CSOL, MGLT down 18. CABN down 17. CBWP, GWBU down 16. LSCG down 16, new low. PTOS down 15. SSOL down 12. ABAT down 11. VSPC down 10. KIOR down 9, new low. RVLT down 4, new low. NENE down 3, new low. GPRE down 1 after new high.

WHEN TERRORISTS TAKE OVER AIRPORTS, SHOULDN'T WE BOMB THE RUNWAYS RIGHT AWAY? ISIS took that Syria air base late last month. Now threatening strikes in Chechnya, Damascus with Russian jets. Libya terrorists took Tripoli airport last month and reportedly moved airliners out. ... Back to rest of world: water wells have begun to run dry in central California ... China, India leaders to skip UN climate summit later this month ... Conventional wisdom about CO2 release from permafrost may be wrong: researchers ... Australia GHG emissions up since carbon tax repeal ... Kentucky Attorney General joining 11 other state AGs fighting proposed EPA power plant emissions rule ... Enviros suing after Kentucky passed new water quality standards for mines ... Tuscan vineyards damaging environment with pesticides: govt report ... Japan going forward with scaled-down whaling program ... Canada beekeepers filed class-action suit against neonicotinoid makers ... Perdue removing nearly all antibiotics from chicken hatcheries ... EPA to target $12M for Lake Erie algal blooms ... Hunters still shooting radioactive boars in German forests ... EU's 131 nuke reactors avg. age 30 years. France's nuke agency to make final decision in '18 or '19 to extend fleet life to 50 years for est. 55B Euros ... Australia to sign uranium export deal with India. Exports to Russia banned until further notice over Ukraine ... Tesla (TSLA) chose Reno, Nevada for battery gigafactory ... Hybrid, EV sales down this year vs. '13: report. BMW EV sales 70% more than Tesla last 4 months ... Solar City (SCTY) to open 20 new ops centers in 7 states ... Sun Edison (SUNE) to supply Chile copper mine with 69.5Mw solar power ... Chevron finalized sale of its clean, renewable power division ... Siemens, partner OK'd to start work on $510M turbine production, installation plant in England. Plans include blade plant ... BayWa bought full rights to 80Mw US wind farm ... BP found grossly negligent in Gulf of Mex disaster ... Costco to pay over $300K for violating Clean Air Act. To install ~$2M of air pollution control tech ... Nigeria oil exports expected to fall to 1.83Mb/d in Oct from 1.94M in Sept ... Water scarcity hindering China shale gas production. Largest resources in world ... POET-DSM started up 20M gal/yr cellulosic ethanol plant in Iowa. 1st commercial-scale plant in US. ~$250M invested. $105M DOE loan guarantee made in '11. Corn cob, stover feedstock. POET plans to produce up to 3.5B gal/yr cellulosic ethanol by '22 through its plants, licensing tech. RFS target 16B gal/yr by '22 ... E15 ethanol reduces cancer, smog, CO2: study. 6.6% less cancer risk vs. E10 ... Protec Fuel opening 28 E15, E85 stations in US south, southeast ... Brazil Senate approved 27.5% ethanol mandate. 25% now. Also increases biodiesel mix to 6% from 5% ... Africa's total power gen capacity 147Gw. About same as Belgium's.

THURSDAY OPEN ... Market up 68/25/9. Volume average. WTI over $94, Brent over $102. ECB cut rates, boosted stimulus. Bank of Japan kept record low rates steady. German factory orders up. 204K new US private jobs in Aug: ADP. Al-Qaeda announced jihad in India ... (stock #s in %) AMPD up 57 with news. AMEL up 44. ECAU up 18. TMEN up 16. LEXG up 13. PSPW, XDSL up 11. VOIL up 7, new high with volume (new possible pump and dump). ABGB up 5, new high. ENPH up 5, new high. GPRE flat, new high .... CABN down 17. GWBU down 16. SSOL, NAMG down 12. PWDY down 10. RVLT down 1, new low.

Wednesday, September 3, 2014

WEDNESDAY CLOSE ... Dow up 10, Naz down 25, SP down 1. Volume a little above avg. WTI over $95, Brent over $102. US natgas $3.85. France suspended delivery of warship to Russia. $1.5B deal. More ebola deaths than past outbreaks combined ... (stock #s in %) UBRG up 166 with news. CBEH up 49. PWDY up 33. BLQN up 30. AMEL up 28 with volume. MDDD up 27. AMPD up 26 with volume. GWBU up 25. CABN up 21. NORX, SSOL up 16. NGLPF, ALTI up 14. BFRE up 13. LSCG up 12. GPRE up 2, new high .... POLR down 80. IFXY, WTWO down 33. ASPW down 28. AWSL down 22. CPWY down 20. XDSL down 18. CNTO down 16. CSGH down 15. NENE down 13, new low with volume. ASTI, ECAU down 11. LEOM, ZNNMF down 10. RVLT down 5, new low with volume.

WEST US DROUGHT WORSE THAN ANY SINCE 1100s. More area of west in persistent drought last 15 years than in any other 15-year period since 1150s, 1160s ... Despite cooling periods, US northwest steadily warming since 1900: study ... Particulates, ozone, smog coupled with extreme temps more dangerous health threat than each individually: research ... Europe pushing Obama to go for treaty for intl climate agreement ... Food security in Africa at risk from global warming, climate change: report ... Georgia car dealers want Tesla (TSLA) store shuttered for selling too many Teslas ... PG&E should pay $1.4B for San Bruno natgas pipe blast in '10: judges ... Halliburton to pay $1.1B to settle BP Gulf of Mex blowout ... Drillers hit hot pools a mile below Paris to heat homes ... Scientists using bacteria for breakthrough renewable propane ... China to launch world's largest carbon market in '16: official ... Delhi India plans net metering to spur rooftop solar ... Pacific Ethanol (PEIX) bought 5% more ownership in its plants for $6M. Now 96% ownership. 4 plants combined capacity 200M gal/yr ... Austin City Council passed resolution to require Austin Energy to get 60% of its power gen from clean/renewable power in ten years, carbon-free by '30. Wants 600Mw solar by '17. Mandates city support in building 200Mw rooftop solar. TX now has 213Mw solar installed ... Russia, China launched construction of natgas pipe from Siberia to China ... India's main power utility forced to shut down 46% of coal-fired capacity. Insufficient supplies reaching plants ... EPA approved 1st ever underground CO2 storage permits ... Tesla's gigafactory will dwarf lithium-ion battery demand with 50% overcapacity: report ... Report links PA prison cancer deaths to coal ash dump ... National Grid (UK) opened tender for added winter power reserves ... Aventine completed $13.2M upgrade to natgas boilers from coal at IL ethanol plant ... ReneSola to develop 13Mw solar project in England. Online by yearend ... Duke Energy to build, op 110Mw wind farm in TX. 2Mw Vestas turbines. Online in '15 ... LG Electronics N America to supply Borrego Solar with 24Mw of panels through '15 ... Eco Wave Power (Israel) to raise $5M to develop tech, projects. Project pipeline 79Mw ... Wuxi Suntech targeting $2.5B investment in 1Gw of solar in Japan ... RET recommendations threaten survival of Australia's last solar panel maker ... Quebec shelved 450Mw wind tender.

WEDNESDAY OPEN ... Dow up 61, Naz down 1, SP up 4. Volume slightly heavy. WTI over $94, Brent over $101. Ukraine ceasefire hopes ... (stock #s in %) CBEH up 32. BLQN up 30. MDDD up 22. ALTI up 17. AMPD, BFRE up 16. NGLPF up 10. TSLA flat after hitting another new high .... ASPW down 33. XDSL down 18. GERS down 17. CNTO down 16. CSGH, LEOM down 15. ASTI down 14. LMRMF down 10. NENE down 8, another new low.

Tuesday, September 2, 2014

TUESDAY CLOSE ... Dow down 30, Naz up 18, SP down 1. Volume above avg. WTI over $93, Brent over $100. US natgas $3.92. US airstrikes still hitting ISIS near Mosul dam. Walesa: arming Ukraine could lead to nuclear war. (Too much nuclear war talk flying around.) Ruble hitting record low vs. dollar ... (stock #s in %) WTWO up 50. BSRC up 33. XDSL up 22. DSTI up 18. PTOS up 17. CPWY up 16. PRHL up 10. CDXS up 8, new high. CSIQ up 8 with volume, news. EFOI up 8, new high. NTCXF up 5 with volume, news. TSLA up 5, new high, upgrade, volume, news. ABGB up 1, new high with upgrade. PEIX up 1, new high with news .... MDDD down 28. PWDY, NORX down 25. CABN down 22 with volume. CRCL down 21. GERS down 20. CSOL down 16. LEXG down 14 with volume. ECAU down 14. LSCG down 12, new low with volume. CBWP down 12. CBEH, TMEN down 11. NENE down 6, new low with volume.

PUTIN RAISED NUCLEAR OPTION OVER UKRAINE. (Good God, Vlad. A little suicidal now? Billionaires don't like that kind of talk.) ... Solar World Americas wants stiff new US tariffs against China comps that use, hack proprietary company info ... Global warming could reduce river flows by spurring plant growth: study ... Growing global meat, dairy consumption unsustainable: study ... N Atlantic cod populations continue decline ... Puget Sound orca population down ... EPA staff calling for lower ozone standard ... DOE panel members get consulting cash from labs they oversee ... Conti bought 11Mw of modules from Canadian Solar (CSIQ) ... Coast Guard testing drones for emergency oil spill response ... Global oil production costs growing ~10%/year ... Summit Group (Iowa) to build $140M corn ethanol plant in Brazil ... 25M gal/yr ethanol plant in S Dakota back online. Idle for 18 months. Margins better. Record US corn crop ... China biodiesel demand to double by '17 from '13: report. Up to 2.5M tons/yr (832M gal by my math). Their biodiesel production 1-1.2M tons in '13 with 3.7M capacity. 2.7M more cap proposed or under construction ... Rosneft bought 30% of Norway's North Atlantic Drilling for $4.25B. Rosneft also to use 6 NAD offshore oil rigs until '22. Deals went through despite sanctions ... ORNL experimenting with using discarded tires to make better lithium-ion batteries ... 2.2Mw solar project completed in Samoa ... Inedible crop biofuels need govt mandates: Novozymes. EPA 8 months late on RPS ... Hitachi unit, Etrion to build 24.7Mw, 9.3Mw solar plants in Japan. Part of 300Mw commitment ... Vestas deal to supply 58Mw of wind turbines for EDF Poland project. Online late '15 ... Scottish Equity to invest in ~10 Brit energy efficiency, district heating, small hydropower, heap pump projects with new $306M fund backed by SSE ... Trina Solar bought 90% of power plant developer Yunnan. Yunnan developing 300Mw solar project in Yunnan ... EDP US unit got $33M finance commitment to help build 30Mw solar project in Cal. Online in 4Q. So Cal Ed PPA ... New $100B BRICS bank to focus on sustainable infrastructure ... Jolywood Suzhou Sunwatt (China) raised $62.8M in IPO ... US electrical unions launching net-zero energy training center in LA.

TUESDAY OPEN ... Market up 6/13/-- Volume a little heavy. WTI over $94, Brent over $101. US manufacturing up fastest in 3 years. Ukraine cites 15K Russian troops, rebels ... (stock #s in %) MDDD up 37. BSRC up 33. ASTI up 19 with volume, news. AMPD up 12 with news. PRHL up 10. LSCG up 9. EFOI up 6, new high. NTCXF up 5 with news. TSLA up 3, new high, upgrade. PEIX up 1, new high with news .... CSOL down 31. ENSL down 25. CCTC down 18. PWDY down 15. ECAU down 14 with volume. CBEH down 12. LEXG down 11. GWBU down 10. NENE down 5, new low.

Monday, September 1, 2014

RUSSIAN TROOPS REPORTEDLY MASSACRED Ukraine soldiers waving white flags ... UK has plan to cut off Russia business from rest of world ... Iraq asking UN to examine ISIS attacks on civilians for human rights violations ... Greenland, Antarctic ice sheets melting at unprecedented rate: German research. Both losing ice at 500 cubic kilometers/year. Greenland's at 375. Greenland ice over 2K meters thick on avg. Antarctic bedrock supports 61% of Earth's fresh water. W Antarctic sheet losing ice rapidly, growing in E Antarctic ... Stanford U scientists have water splitter (for hydrogen) that runs on single AAA batt ... China manufacturing slowing. Demand down ... NE Turkey farmers found 2-headed snake.

UKRAINE TROOPS RETREATED FROM LUGARSK AIRPORT after attack by Russian troops. Russian troops moved into key E. Ukraine cities on Monday. Putin urged EU to use "common sense" over new sanctions ... IAEA says Iran has agreed to provide info on nuclear weapons program ... Jordan's exports to Iraq cut off by ISIS at border. To lose $1.2B/year ... Australia study concluded if GHG emissions keep rising any chance of hiatus in global warming - 10 years with no significant warming - drops to virtually zero after '30. Unlikely we get another decade of no warming before '30. Hiatus can be triggered by volcanic eruptions that spew particles into the air, reflect sunlight away from Earth. After '30, though, volcanoes unlikely to cause hiatus ... Sea levels around Antarctica '92-'11 rose 1/3 faster than global avg from high meltwater runoff. Fall in salinity, freshwater less dense. 250-450B tons/yr freshwater influx would explain rise ... In August, Arctic Ocean with at least 15% ice cover. Highest since '06. Also growing thicker over past year. (Well, we had that polar vortex in winter and early summer. Go fig.) ... California trying to curb private drilling for water ... Last hydropower dam (12Mw) removed from river in Olympic Natl Park. Opens full river to salmon, restores fishing rights for Native Nations ... OPEC oil production up to 1-year high in August to 31Mb/d. More from Nigeria, Angola, Sauds. Less from Iran, Venezuela ... 176MCF/d Iran-to-Iraq natgas pipe ready for testing ... India Supreme Court ruled all coal mining licenses issued since '93 illegal. Govt lost up to $31B without competitive bidding. 20% of country's production affected ... Rapid oil production growth in Permian Basin (TX) outrunning ability to get it to markets ... TX Railroad Commission reported TX July oil production avg. 2.15Mb/d, up from 1.68M year ago. June natgas production 602BCF, up 8% on year ... High prices, competition from more efficient diesel engines, lack of NG fueling stations dampening demand for NG-powered trucks. (Looks like T. Bone was just hawking his own interests.) ... Norway still has ~10B bls oil undeveloped. ~6B economic at current prices. Production beyond '15 to be lower than expected from less investment ... Appraisal well in Tanzania yielding 100MCF/d. Supports development of LNG hub ... 2 Japan comps completed 8.2Mw solar project in Japan ... Infigen - Australia wind operator - to focus on US solar amid Australia policy uncertainty ... Suzlon to install up to 400Mw solar in India ... LDK Solar started restructuring.

Sunday, August 31, 2014

US LABOR DAY REPORT: MEDIAN WAGES SAME AS 40 YEARS AGO. So don't wonder why USA is $17T in debt. It's stupid frugal austere for everyone but top 1-10%. And govt has had to support all the poor. Business-forced socialism. And now it's corporate tax rates and companies moving to cheap tax rate countries. So. Congress is dysfunctional. More dysfunctional players to be named later. Happy Labor Day USA.

ISIS LOST BATTLE FOR IRAQ TOWN TO IRAQ, SHIITE, KURD FORCES. US airstrikes significantly damaged ISIS camp near Mosul dam ... King Abdullah warned West will be ISIS' next target ... Warnings ISIS, Al Quaida sleeper units may attack from Juarez (across Rio from El Paso). (Um, hello Mex government. How about joint military operation?) ... Yazidi women taken by ISIS to Syria sold into marriage ... Putin: time to consider statehood for E. Ukraine ... Philippine peacekeepers successfully extracted in Golan Heights firefight with militants. (Hezbollah, presumably.) ... Hamas stole most of humanitarian aid during recent "war". Sold to black market ... Israel plans to expropriate 400 hectares of West Bank ... 12.5K new US jobs in clean energy, clean transportation in 2Q14. 5.3K solar jobs, 2.7K wind jobs ... Tesla (TSLA), China Unicom to build EV charge stations in China. 400 chargers in 120 cities ... Booming EV sales under fire in Norway. (Oil interests, I presume.) ... Georgia auto dealers seek Tesla sales ban ... Panel rejected new Rocky Mountain Power fee for residential rooftop solar in Utah ... California promising residents access to several times more water than actually available ... 30.8B gal of biofuels made globally in '13. 23B ethanol, 6.9B biodiesel.

Saturday, August 30, 2014

IRAQ FORCES, SHIITE MILITIA, KURD FIGHTERS LAUNCHED OPERATION to break over 2-month ISIS siege of Amerli. Shiite residents face possible massacre ... Pentagon: Iraq missions costing $7.5M/d. Well within spending limits ...Fracking expansion approved in California ... Pennsylvania revealed fracking has contaminated drinking water hundreds of times ... US southwest could soon experience decades-long megadroughts ... Researchers surprised by ozone levels in N Colorado mountains ... Chile poised to pass S America's 1st carbon tax ... $1B desalination plant being built in San Diego County. 2 gal of sea water makes 1 gal fresh ... Renters can now install EV charge stations in California ... Earth's tectonic plates have doubled their speed in last 2B years: research. Previous study seemed to show opposite result - plates slowing for 1.2B years ... SE Louisiana losing football field of land every hour. Lawsuits filed blaming oil/gas comps ... Calif lawmakers passed 1st US plastic bag ban ... Mexico's move to end state monopoly of oil/gas will result in ~75% increase in oil production by '40: EIA ... So far no deal between Gazprom, EU over natgas, Ukraine dispute ... Ukraine has 15.2BCM NG in storage. Needs ~5B more to make it through winter ... EU planning more sanctions on Russia over Ukraine ... Chevron's Gorgon LNG export project in Australia cost ballooned from $37B to $54B. Construction 83% done. 65% of projected capacity contracted. Wanted 85% by now. Asia LNG prices now ~$11.35, down 40% from highs after Fukushima ... World LNG capacity to expand 35% by '18 ... Global oil/gas development spending est. $620-630B this year. 1/4 from US comps. Tight oil (US) $72B

Friday, August 29, 2014

FRIDAY CLOSE ... Market up 18/22/6. Volume light I'm guessing cuz holiday Friday. WTI over $95, Brent over $103. US natgas $4.05. NATO to Russia: cease illegal military action in Ukraine NOW. Ukraine got $1.4B from IMF. US new sanctions on Iran. Brazil in recession revisiting 5 years ago. India growth up most in 2 years. Economist: Fed should just pay folks directly. UN climate chief: "not very far" from considering climate change public health emergency. Papua New Guinea, Iceland volcano eruptions. Ebola jump to Senegal. Jet fuel crunch in NYC as POTUS stills air traffic there o by the way ... (stock #s in %) CSOL up 95. MDDD up 63 with volume, letter. ASTI up 55 after reverse split day 2 and volume. CRCL up 42. BFRE, CCTC up 30, both with volume. PSPW up 28. CSGH up 25. LEXG up 17. CBWP up 13. XDSL up 12. PEIX up 2, new high. TSLA up 2, new high .... WSGP down 33 with volume. TMEN down 30. SPIR down 15 with volume. MGLT down 15. CPWY, GWBU down 14. CBEH down 13. PWDY down 11. UBRG down 10. LSCG down 9, new low. NENE down 5, new low.

SOLAR COMPS ON TRACK FOR RECORD SHIPMENTS this year. Top panel makers to deliver up to 52% more than '13 ... CREE has breakthrough replacement for halogen lamps ... Tanker hauling Kurd oil disappeared from satellite tracking off TX coast ... Deepwater fracking next oil/gas frontier ... Shell submitted plan for new exploration of Alaska Arctic oil ... 1st-ever decline in Europe biofuels consumption in '13. Spain cut targets, Germany cut tax exemptions for biodiesel ... Valero restarted Indiana ethanol plant idled over 2 years ... Huge US corn crop dropping prices. $4 range possible by fall. Will help ethanol makers ... New coal, natgas power plants coming online worldwide faster than those closing. World coal, NG plant fleet will emit 300B tons CO2 over next 40 years ... Fuel Cell Energy (FCEL) got $1.2M from DOE for phase 3 of CO2 capture project using fuel cell tech. To demo commercial fuel cell stack. Produces additional power. Potential to meet DOE carbon capture goal of $40/ton. (Maybe there's still hope.) ... GE, NREL study: wind power can improve grid resiliency with immediate power ... Last Siemens 3.6Mw wind turbine installed in 288Mw project in North Sea. Vattenfall, Stadtwerke ... Sun Edison (SUNE), Terra Form (TERP) completed 2.6Mw solar system at Cal state hospital, 1.6Mw system at state prison ... Kyocera, Century Tokyo planning 2 solar power stations to float in reservoirs. 1.7Mw, 1.2Mw. Online next spring ... Japan wants 32% increase in spending - to $2B - to boost use of fuel cells, energy saving devices. Wants to more than double budget to 40B yen for hydrogen fueling stations. Sales of fuel cell cars expected by March. Also subsidies for home fuel cells for power, hot water. Also 158B yen for offshore wind, geothermal research ... Japan enviro minister says Japan should get 30% of power from clean/renewable power by '30. (I don't think they're including nuclear in that figure which is, of course, clean power. If they bring any nuclear power back online.) ... United Photovoltaics $50M profit 1H14 ... First Solar (FSLR) raised $290M debt from OPIC, IFC ... Mainstream Renewable Power OK'd for 150Mw Chile wind project ... SPI Solar to develop 30Mw PV project in China ... Uruguay seen attracting over $3B investment in clean/renewable power '10-'17.

FRIDAY OPEN ... Dow down 25/Naz up 3/SP flat. Volume light. WTI over $95, Brent ~$103. 1K Russian troops in Ukraine: NATO. Finland fighter jets on alert after Russia violated airspace. UK severe terror threat from ISIS. ISIS burned 3 oil wells in retreat from Kurd attack ... (stock #s in %) CSOL up 95. CRCL up 42. ASTI up 33. CABN up 17. XDSL up 12. TSLA up 2, new high with news .... TMEN down 28. PWDY down 22. GWBU down 21. UBRG down 20. AMLM down 19. CBWP down 16. SPIR down 10. KIOR down 9. NENE down 2, new low.

Thursday, August 28, 2014

THURSDAY CLOSE ... Market down 42/12/3. Let me guess: volume light? WTI over $94, Brent over $102. US natgas $4. Argentina cash concerns. National strike. FBI investigating possible Russian hack of JP Morgan, other top US banks. Jack Ma China's now richest pard. Alibaba ... (stock #s in %) PPRW up 42. LMRMF up 28 with volume. PSPW up 28. WWPW up 19 on 100 shs. JUHL up 14. OOIL up 13. ABAT, CBEH up 12. AMLM, SRWRF up 10. BIOF up 9, new high with volume. MGPHF up 9 on news. CREG up 8 after hitting new low with volume, news .... BHWX down 94. 6K val. Toast. CABN down 32, new low with volume. CCTC down 21 with volume, news. BLQN down 20. ENSL, MDDD down 18. SENY down 13. ASTI down 12, new low with volume after reverse split. BFRE down 11, new low with volume. XDSL down 11 with news ... Have a safe and happy labor day weekend, pards. Forward, onward, upward, tally ho and happy trails.

WORLD MAY ALREADY BE NEAR TEMP WHERE LOSS OF GREENLAND ICE SHEET would become inevitable: UN draft report. Actual melting would take centuries, but would be unstoppable. Could raise oceans 23 feet. Additional rise from Antarctic, glaciers melting ... Still technically possible to limit global warming to 3.6*F (2*C) above pre-industrial level. But continued political delays for another decade or 2 will make that unacheivable without severe econ disruption. Temp up 1.5*F so far. Continued rapid growth of GHG emissions could cause up to 8*F rise. That would cause mass extinction of plants, animals; huge shortfalls in food production, extreme coastal flooding, more. (Why are we willing to risk world disaster, pards? Don't we err on the side of safety?) ... '70-'00 global GHG emissions grew 1.3%/yr. '00-'10 - 2.2%. Pace seems accelerating further this decade ... Greenland, W Antarctic ice sheets' melt more than doubled in last 5 years. To contribute far more to sea rise than current projections ... Over 500 bubbling methane vents found on seafloor off US east coast. Est. 30K such vents worldwide. Adds to global warming ... UN report did find efforts to counter global warming gathering force at regional, local levels in many countries ... Just 1 in 9 of UK citizens aware of scientific consensus of global warming, climate change: poll. (Way to go, fossil fuel industry PR magicians. Way to go.) ... ISIS seems to have been beaten back after another attempt to capture Iraq's largest refinery at Baija ... US judge threw out court order over Kurd oil tanker. OK'd to unload in TX ... Rosneft got loan from Russia bank to help them through sanctions. Still needs more to pay debts. Lukoil also got loan ... Environmentalist candidate surging ahead in Brazil presidential election polling ... 20 types of coral listed by US as threatened, partly because of global warming, climate change. 66 considered. 2 were already listed ... 631% July surge in China EVs made (over 4K): KNDI ... First Solar (FSLR) developing 250Mw of projects in Japan ... Alaska referendum upheld tax system for oil comps. Barely ... Elevated mercury levels in food distort songbirds' calls: research. (Veritable canary in the coal mine.) ... Investment in UK's distributed power gen market will fall to $939M by '19 from $2.5B in '13: Global Data. Excessive, overlapping new policies expected to create chaos in UK's solar PV market in particular. But installed distributed power gen capacity still to grow to over 7Gw by '19 from 3.7Gw in '13 ... Global investments in new clean power to total $1.61T from now through '20: IEA. Avg. $230B/yr. Clean/renewable power (sans nuclear) to reach ~26% of global power gen from ~22% now ... Myanmar solar jumpstart with $480M ACO Investment (US) pact. 2 150Mw projects online in '16 ... Shell calling it quits in Nigeria. Selling to local parties ... Chile, US to continue collaboration on navy biofuels research ... Noble Energy found 40-60M BOE from initial well in deepwater Gulf of Mex. Another appraisal well found 65-100M BOE reservoir ... Mineworkers' strike authorized at 1 of world's largest uranium mines (in Canada). 15% of global supply. U prices up 10% in Aug., now $31/lb ... Crystal Solar, NREL teaming up to cut costs of making silicon solar cells ... India's solar push drafting army, public sector. Grants for using local content ... Panasonic, 3 other comps picked to run Japan energy saving plan. To install 14K residential energy management systems. To run through '16 ... Hangzhou First PV to raise $265M in Singapore IPO ... Enrich Energy OK'd for 60Mw solar project in India ... Australia review panel to halt RET for small clean power projects, new large projects. (What the hell is their problem? Hit with the fossil fuel crazy stick?) ... Brazil hit 5Gw wind power capacity.

THURSDAY OPEN ... Market down 57/16/6. Volume light. WTI ~$94, Brent over $102. US GDP 2Q up 4.2%. Ukraine claims Russian invasion, sanctions threat raised. Argentina national workers strike. More quakes in Iceland spreading to 2nd volcano ... (stock #s in %) CBEH up 25. NGLPF up 22 on asset sale. CABN, LMRMF up 20. ENZR, OOIL, SRWRF up 10. PEIX up 1, new high .... CCTC down 33, new low with volume. NORX, PWDY down 25. BLQN down 20. BFRE down 15. SENY down 13. XDSL down 11 with news. CNTO, ENSL down 11. UBRG down 10.

Wednesday, August 27, 2014

WEDNESDAY CLOSE ... Dow up 15, Naz down 1, SP flat. Volume light. WTI over $93, Brent over $102. US natgas $3.97. US budget gap smallest since '07. Argentina set for national strike, peso sliding ... (stock #s in %) WTWO up 100. IFXY up 35. ONYX up 33. PRHL up 27. POLR up 25. MGLT up 18. BFRE up 13. XDSL up 12. GWBU, UBRG up 11. PEIX up 5, new high. GPRE up 1, new high .... BSRC down 25. BLDW, CSGH down 19. CABN down 16. MDDD down 15. JUHL, PWDY down 13. SENY down 12. NTCXF down 10 with volume, back on bottom. (Long wait to commercialization.)

HUMANS RISK CAUSING IRREVERSIBLE, WIDESPREAD DAMAGE TO EARTH, CLIMATE unless faster action to limit GHG emissions: leaked UN draft. Global warming already impacting all continents, oceans ... Obama may go for climate accord instead of treaty to bypass Senate ... Clean, renewable power gen 14.3% of US total powgen in 1H14, up 2.7% over last year. Nuclear not included. So, it's actually ~34%. Wind now 5%, up 9% on year. Solar more than doubled year over year. Also doesn't include distributed, off-grid power gen ... Tanker with Kurd crude reportedly unloaded in Israel ... India asking Pepsi (!) to help make school lunches healthier. (Are they serious?!) ... S Africa seeks to improve process for clean power deals ... Blue Castle MOU with Westinghouse to build 2 reactors in Utah. Est. cost $10B. Online est. '24 ... El Paso El seeks proposals for Ft Bliss, power station solar projects. Due Oct 20. 20Mw at Ft Bliss, 3-5Mw at power station ... NRC final rule made on continued storage of nuke waste. From end of reactors' licensed terms to ultimate disposal ... One Roof Energy unit raised $58M to install over 2K residential solar systems in at least 4 US states ... Brazil will allow higher prices for thermal power developers in next auction. $87/Mwh. Higher than clean power. Over 6Gw registered ... Brazil OK'd bond sales for 2 wind projects - 29.7Mw, 27.3Mw ... REC Solar USA got order for 85Mw of panels for utility-scale US projects ... GCL New Energy buying 95% of 100Mw China solar project ... Hareon Solar to build 2.5Gw solar in Turkey ... Shamba Tech secured 113K Pounds for sub-Saharan Africa solar systems ... Uzbekistan to bring 1st 100Mw of solar online by '16 ... Bright Capital, Solar Management to build 90Mw of solar in Russia ... Geothermal power near 12Gw worldwide. Upper 6 miles of Earth crust holds 50K x energy in world's oil/gas reserves. But test drilling can take up to 15% of total capital with uncertain results. US, Philippines, Indonesia over 1/2 of total installed geo. Cal 80% of US ... Global meat production up to record 308.5M tons in '13. ~70% of planet's ag land used to pasture animals. 10% more to grow grains for livestock.

WEDNESDAY OPEN ... Dow up 8, Naz down 4, SP down 1. Volume light. WTI ~$94, Brent over $102. Equities reached record $66T. Finland says NATO an option after condemning Russia tactics ... (stock #s in %) WTWO up 100. UBRG up 33. XSNX up 14. EWRL, GWBU, LSCG up 11. LEOM up 10. PEIX up 3, new high .... PWDY down 35. BLDW down 26. ENSL down 25. CBEH down 18. SENY down 15. MDDD down 13. CNTO down 10.

Tuesday, August 26, 2014

TUESDAY CLOSE ... Market up 29/13/2. WTI over $93, Brent over $102. US natgas $3.97. Iceland, Europe bracing for "volcano from hell" after 5.7 quake. Russia nearing recession, canceled 6th bond sale ... (stock #s in %) MDDD up 78. CBWP up 47. CABN, GWBU up 25. PSON up 16. XDSL up 14 with news. AMPD up 12 .... WTWO down 50, back to bottom. CSOL down 34, new low with volume. DSTI down 26. CPWY down 24. UBRG down 18. ASTI down 16, new low with volume. IFXY, SENY down 15. BFRE down 14. XSNX down 13. BLDW down 11. CBEH, PTOS down 10.

ISIL/IS RANSOM $6.6M FOR FEMALE AMERICAN AID WORKER ... US surveil flights now over Syria ... 1 in 6 French support ISIL/IS: poll ... Cease-fire between Hamas, Israel ... Russian troops captured by Ukraine troops entered Ukraine "by accident": Russia military ... Iran rebuffed UN nuke inspectors wanting return to suspected nuke weapons component testing site on military base ... US approved anti-dumping duties against S Korea, other producers of steel pipe for energy sector ... Fracking link to birth defects probe ... China weighing $16B fund for EV chargers ... US grain piling up as trains move ND oil ... Chile attracting $7B of clean power investments ... Duke Energy now says 9K gal of diesel spilled into Ohio R. near Cincinnati last week, not 5K ... Farmer's Almanac forecasts super-cold winter for east US. Their predictions ~80% good over the years ... EIA predicting 353 BCM shortage of US natgas storage by Oct vs. '13, 5-yr avg ... Consol started drilling oil at Pittsburgh Airport ... PV2 Energy's proposed 247Mw, $600M solar project near Silicon Valley got PPA from S Cal Ed. But lost Duke Energy as major investor, though still minor investor. Project also needs final enviro permits, but their EIS approved. 1M solar panels on over 1.6K acres ... Coal export terminal OK'd in Brit Columbia. Opens late '15. 4M tons/yr capacity ... Saudi El Comp plans to bring over 4.75Gw of NG power gen online '15-'17. To spend SR622B '14-'23 to add 40Gw power gen capacity, upgrade grid. Total cap now over 61.6Gw ... NRC OK'd Exelon's request to increase output of 2 reactors at nuke plant near Philly. 140Mw more to get to 1.28Gw. 40-year-old reactors. (Some of US' youngest.) ... Solar Power's (SOPW) China unit got prelim OK to build 10Mw project in Shandong ... S4Solar (Brazil) to build $13.1M, 100Mw/yr panel assembly plant in Brazil. Online in Jan ... First Solar (FSLR) to build 1Gw project in Chile, finish in '16 ... Hareon Solar raised $3.2B debt for new solar projects. To develop 150Mw solar now in India with US investor ... UK county to resist 970Mw offshore wind project ... Andhra Pradesh distributors to jointly buy 500Mw of solar power starting in '16 ... World's 1st electric Grand Prix series will use UK startup Aquafuel to get algae-derived power. Saltwater algae to biodiesel to glycerine. No CO2, no smoke, no noise, no smell. Aquafuel says saltwater algae pond size of Switzerland could meet global energy demand ... Kyocera the only solar module maker to rank as "performance leader" in all 6 categories. Testing by PV Evolution Labs. 15 participating manufacturers ... Palo Alto municipal utility reached carbon neutrality in '13. '17 goal: hydropower over 50%, solar 23%, wind 12%, landfill gas 11%. Balance from market power ... US oil/gas industry stock valuations $4.9T. US coal $230B.

TUESDAY OPEN ... Market up 68/6/4. Volume light. New highs. WTI over $94, Brent over $103. US durable goods orders up. US won't consult Syria on air strikes against ISIL/IS. (I would strike their oil/gas assets, that air base they just took.) ... (stock #s in %) MDDD up 100. NGLPF up 25. XDSL up 14 with news. GWBU up 11. AMLM up 10. KNDI up 7with news .... ENSL down 27. NORX down 18. ASTI down 16, new low with volume, news of 1-for-10 split. PTOS down 16.

Monday, August 25, 2014

MONDAY CLOSE ... Market up 75/18/9. SP, Naz new highs, Dow back to top. Volume light. (Summer. The money's at the beach or up in the mountains.) Ukraine president called snap election. French cabinet shakeup. Jackson Hole: labor markets can't take higher interest rates. Napa quake to cost up to $4B as wineries shut. 8 of 9 Californians don't buy quake insurance. Ebola fight needs $430M ... (stock #s in %) WWPW up 25. CSGH up 21. CNTO up 19. CCGI up 18. EWRL up 17. ASPW, XDSL up 16. PSON, SENY up 15. ENZR up 15 on news. CABN up 14. FNVRF up 14, new high on news. GPRC up 13. SOPW up 11. UBRG up 10. OOIL up 10 with volume on news. TSLA up 2 .... MDDD down 60. WSGP down 44. CBWP down 30. BFRE down 27. AEHI down 25. LEOM down 22. AQNM down 20. AMLM down 19. PWDY down 16. MMMW down 14. MKBY, ECAU, MGLT down 11. LSCG down 5, new low.

ISIL/IS REPORTEDLY GOT FIGHTER PLANES, HELICOPTERS, MORE TANKS, ARTILLERY PIECES (and ammo, missiles) after taking Syria air base ... Iran forces crossed into Iraq to help Kurds drive ISIL/IS out of key town close to Iran border ... NATO insists Russia giving artillery support from inside Russia for separatists in Ukraine ... Tripoli gas stations empty. Little food. Benghazi much the same ... Iraq oil production down to 3.1Mb/d in July. 3.6M in Feb ... EIB to lend up to $93.3M to Polish energy comp for clean power projects, including refurbishing several hydropower plants, grid upgrades ... India vowing to buy domestic solar content, asking domestic industry to start up idled capacity. Didn't announce dumping duties on US, Asia imports ... Verizon investing $40M to triple its solar power use this year. Sunpower (SPWR) to install 10.2Mw at 8 sites in 5 states. Verizon invested $100M in '13 for ~5Mw solar, 10Mw of fuel cells at 6 sites ... Bakken production up 53Kb/d in June to over 1Mb/d ... EIA puts US distillates exports now at 1.2Mb/d ... Statoil launched new offshore oil platform, 1st since '05. $1.9B. Initial production est. 30Kb/d ... Rosneft deal to acquire stake in Norway drilling comp in exchange for drill rigs. Also started exploration in Barents Sea with Statoil. Norway approved Statoil to move rig to Barents ... Siluria Tech says it can make fuels from natgas at cost of ~$1/gal at today's US NG prices. Chem catalyst extracts methane from NG, combines into ethylene, then another catalyst to get fuels ... S Asia econs will be badly squeezed by global warming climate change by '50 if no action taken on GHG emissions: Asia Development Bank ... EU imposing ban on high-powered vacuum cleaners. Motors must be below 1.6Kw by Sept 1 for manufacturers, importers ... At least 10% of fracking fluid is toxic: LBNL. No idea for another 33%. From voluntarily provided industry list ... Duke Energy to sell non-regulated Midwest power gen biz to Dynergy for $2.8B. 11 power plants - 6.1Gw, Duke Retail Sales (OH) ... TVA to replace 741Mw Memphis coal power plant - built in '59 - with new $975M 1Gw combined-cycle NG plant in next 4 years ... Finavera Wind (Canada) buying Solar Alliance of America (US west coast residential solar marketer) for $6M. FNVRF selling Ireland wind project to raise the money ... Mexico regulator received requests for 10.5Gw of clean power projects ... ConAgra joined deforestation-free palm oil movement.

MONDAY OPEN ... Market up 108/27/10. Volume light. SP new high. WTI over $93, Brent over $102. We'll cooperate with anyone to beat ISIL/IS: Syria. ISIL seized Syrian airbase. Ukraine says another Russian convoy entered without permission, including tanks. Libya militants seized Tripoli airport. Iran says they shot down Israel drone. (Happy Monday.) ... (stock #s in %) CABN up 42. UBRG up 30. FNVRF up 22, new high. ASPW up 16. JUHL up 13. KIOR up 11 .... CBWP, PWDY down 33. AMLM down 28. CPWY down 21. MDDD down 17. MMMW down 16. CRCL down 13. MKBY down 11. ENSL, PRHL down 10. ABAT down 9.

Saturday, August 23, 2014

UKRAINE COAL POWER PLANTS CLOSING DOWN. Some to run out of coal in 15-35 days. Supply lines cut ... Turkey suspending drilling in 6 oil fields in Iraq operated by Turk state-run TPAO ... Rosneft to buy bulk of Morgan Stanley's physical oil trading ops ... Some 6.5M bls of Kurd crude has been shipped to world markets since May: Turk Energy Ministry. 7th tanker getting loaded. Most recent delivery to Croatia after purchase by Hungary's MOL ... Kurds increasing capacity of pipeline to Turkey to 300Kb/d from 120K ... 2 Turk banks lending $1B to TPAO so it can buy Total's stake in Azerbaijan natgas project ... Kuwait in new 10-year deal with Sinopec to near double shipments to 300Kb/d. Cost plus freight basis ... BP to spend $9B in Australia oil/gas development ... YPF shale oil discovery in Argentina ... Apache exploration well offshore W. Australia found up to 300M bls ... Norway energy comp to buy Marathon's Norway biz ... Vine Oil & Gas, Blackstone Energy Partners buying Haynesville assets from 2 Shell affiliates for $1.2B. 107K acres in N. Louisiana in core of shale gas basin ... Brightoil bought Anadarko oil field stakes in China for ~$1B ... Over 1/5th of world power gen now clean/renewable. (Not including nuke.) Clean/ren over 56% of all new power gen added in '13 ... 4K Gw offshore wind potential of US coasts, Gulf of Mex, Great Lakes ... IRS clarified beginning of construction rules for clean/ren power projects.

Friday, August 22, 2014

FRIDAY CLOSE ... Dow down 38, Naz up 6, SP down 4. WTI over $93, Brent over $102. US natgas $3.88. ECB ready to do more. Sunnis quit Iraq govt after 73 shot dead in mosque ... (stock #s in %) WSGP up 97. BSRC up 80, up 4x on year. DSTI up 36. NORX up 33. CBEH up 31. CBWP up 20. CPWY up 18. NGLPF, CABN up 16. AWSL up 13. SENY up 12. NFEC up 11, new high with volume. AMLM up 10. CCGI up 9. ABAT up 7 .... WWPW down 37. UBRG down 23. XDSL down 14. PWDY down 13. CSOL down 12. ECAU, ASPW down 10. RGSE down 9, new low with volume.

ICE LOSS IN GREENLAND DOUBLED SINCE '09: study ... ~63 trillion gallons of groundwater lost across US west since start of '13 from drought: study. Caused Earth crust to rise without water to weigh it down ... Pause in global warming because of oceans' heat sinks: study ... Record year for simultaneous temp highs, lows in US. (Very wavy jetstream.) ... Sun's activity influences regional warming, cooling, climate change: study ... Increasing European tree loss likely to amplify climate change ... GDP calculations that factor in air pollution show higher levels of growth: study ... Flaring in Eagle Ford Shale wasting billions of cu. ft. of natgas: report. (It's really a shame how much is wasted all over world. Besides adding to global warming, of course.) ... Michigan State U researchers among latest to make see-through solar cells ... Prices held steady in California's 8th carbon auction ... California lawmakers passed bill forcing cities to cut rooftop solar red tape ... Asia dominates energy storage patents ... Vestas headed for 1st dividend in decade ... Belgium plans for power shortfalls after 3 nuke reactors shut down ... Energy Absolute (Thailand) to invest $1.4B next 3 years in solar, wind projects. To add 570Mw. Thai solar, wind power est. to rise to 4.8Gw by '21 from ~1Gw in '13. Had over 2Gw biomass power capacity in '13 ... China natgas demand to triple by '40 to 17.5 TCF: EIA. Domestic production expected to grow from 3.8 TCF in '12 to over 10 TCF by '40 ... 150Mw wind project in ND OK'd by PSC. Sequoia Energy (Canada) to build, sell to Xcel Energy after completion. 2.3Mw turbines ... D. E. Shaw, Bright Plain Renewable Energy bought into 24Mw solar project in Nevada. American Capital Energy to retain small stake. Signal Energy to build. Online by yearend. NV Energy 20-yr PPA ... DuPont filed lawsuit against Sun Edison (SUNE) over infringement of patent for metalization paste used in manufacturing ... Atlantis Resources raised $83M to start building world's largest tidal power plant in Scotland waters. 6Mw portion of 86Mw 1st phase of potential 398Mw. Atlantis to supply 1 of 4 1.5Mw turbines. UK govt, Crown Estate each invested 10M Pounds ... Suzlon seeking Japan partner for offshore wind market ... Jinko Solar to build 100Mw in Jiangxi. $130M investment. Subsidy 1.2 yuan/Kwh. Expected online by yearend ... Goldwind's profit up 3x to over $53M in 1H14 ... NIBE's (Swiss) takeover of Water Furnace (heat pump maker) approved by Ontario court ... EPA sent final '14 RFS rule to White House ... Court tossed FERC-approved fine against power marketer ... Happy trailering over weekend, pards. Onward and upward. Keep your nose on the horizon.

FRIDAY OPEN ... Dow down 40, Naz up 4, SP down 2. WTI over $93, Brent over $102. Ukraine calls Russia aid convoy without consent "invasion" ... (stock #s in %) WTWO up 50. DSTI up 36. BSRC up 35. CBEH up 31. CABN up 16. SENY up 15. CCGI up 9 after reporting .... WSGP down 25. UBRG down 23. GERS down 20. MDDD down 19. CSOL down 12. PRHL down 11.

Thursday, August 21, 2014

THURSDAY CLOSE ... Market up 60/5/5. Volume light. WTI ~$94, Brent over $102. US natgas $3.90. Red Cross: Russia aid may enter Ukraine tomorrow. Russia shut 4 McDonald's in Moscow. US manufacturing up. Ebola costing W Africa $13B of GDP ... (stock #s in %) WSGP up 34. AQNM up 33. CBWP up 31. MGLT up 23. XDSL up 16. PWDY, SENY up 13. ENSL, KIOR, LSCG up 11. LYSDY up 10 .... WTWO down 33. DSTI, ECAU down 21. NAMG down 19. CSGH down 18. GERS down 16. CPWY down 15. LMRMF, ABAT down 13. BSRC down 11. CABN, CNTO down 10. KNDI down 6 with volume.

OIL PRODUCTION TO PEAK IN MID-'15 at 4 main US tight oil basins - Permian, Bakken, Eagle Ford, Niobrara. Production then predicted to decline as fast as it rose in last 7 years ... Over $500B of investment in major oil projects at risk over next decade from high costs, low oil prices ... Dropping oil prices threatening Russia budget. (That's partly how Soviet Union was defeated - low oil prices in '80's. Wonder why oil prices have been dropping lately?) ... Buffett sold more oil comp stakes ... More leaders openly acknowledging pending Paris intl agreement next year to avert catastrophic global warming will surely fall short of what's needed ... It would take 1.5 Earths to produce ecological resources needed to sustainably support current human activity. Tuesday was "Earth Overshoot Day": Global Footprint Network ... Price of wind power in US at all-time low: DOE. $25/Mwh avg. for projects negotiating with utilities in '13 ... Report charges comps illegally using diesel fuel to frack, doctoring records. At least 351 wells by 33 comps '10-'14 ... New Mexico's oil production has near doubled in last 6 years. Soon to pass Alaska. Encana spending up to $350M drilling in Mancos Shale in N west NM. State also shares part of Permian Basin ... US sold over 400K acres in west Gulf of Mex for oil/gas development. Offerings since '12 got buyers for ~60M acres for ~$2.3B. Wednesday sale to bring in ~$110M. BP - no longer barred - won 27 of 81 tracts sold ... N Carolina lawmakers passed coal ash restrictions bill. 33 dumps in state ... Iran oil ministry backing plan for 400K el motorcycles to reduce pollution ... DOE $67M for advanced nuke power research. Includes cheaper way to extract uranium from seawater using wind power ... EDF setting up methane detection contest ... Duke Energy Florida needs to add over 2Gw power gen capacity next 4 years. (Got to hope much of it solar.) ... S Africa approved treaty with Congo for 2.5Gw 1st phase of 40Gw $100B hydropower project. 6 phases. Power to be shared among region's nations ... ABB new power cable tech can carry over 2x more power from offshore wind farms. ~2.6Gw vs. 1Gw now ... Clean power 100% of new US power gen cap added in July. 379Mw wind, 21Mw solar, 5Mw hydro ... UK supermarket to use anaerobic digester for power, using materials from all comp's groceries. Also to heat all stores in winter with heat pumps, storing waste heat from refrigeration ... Citigroup: solar to outperform fossil fuels in long term. (Um, duh?) ... Fracking in Maryland would pose risk of harmful air pollution: U of MD report. (Besides groundwater risks.) ... Libya reopened its largest oil export terminal. Plus 150Kb/d oilfield due to reopen next week. Heavy fighting still in Tripoli, Benghazi ... Egypt using sulfur-laden fuel oil at power plants has plugged burners. Over 6Gw taken offline. Now rolling blackouts ... GEVO reported 2Q14 revs up, higher losses ... New DOE program aims to cut cost of algae biofuels, byproducts by up to 50% by '19 ... Coal now meets 30% of global primary energy needs, highest level since '70. Used for 41% of world's power gen, production of 70% of world's steel ... World coal exports 1.3B tons in '13. Up to 20% lost money at $72/ton ... MIT researchers turning dead car batteries into solar panels ... FERC approved $2B 700-mile HVDC powerline project to bring OK, TX panhandle wind power to west Tennessee. Power to cost 4.3 cents/Kwh. 2-3 years to build ... Brazil comp OK'd to start ops at 29.7Mw wind farm ... Etrion (Swiss) investing $400M in Chile solar. To build 2 projects, total 100Mw, for $200M. Construction start in '15. $200M more for 70% stake in 68Mw solar project online this year ... Sunrun to buy 50-100Mw of solar panels from REC Solar next year. US residential solar up 60% in '13 to 792Mw ... Sun Edison (SUNE) getting $160M from Citigroup, Barclays to build 40 distributed gen projects in US, avg. 1.1Mw each. Tax equity finance. SUNE's solar pipeline up to 4.3Gw ... Africa to add more clean/renewable power gen cap in '14 than in last 14 years. ~1.8Gw. S Africa, Kenya, Ethiopia in lead ... Tata to supply 20Mw Acme solar project in India ... Siva Power (US) seeks $100M to build thin-film solar factory ... China Power Investment investing $163M in Gao solar plant ... Statkraft's wind losses up to NOK 70M 2Q14 ... EDP unit to sell equity in 1.1Gw of US wind farms.

THURSDAY OPEN ... Dow up 71, Naz down 1, SP up 3, new high. Volume light. WTI ~$96, Brent over $101. France, China manufacturing down ... AQNM up 33. MGLT up 18. SENY up 15. LEOM up 14. PSON up 11. KIOR up 10 .... CABN down 35. NAMG down 19. AMEL down 13. CNTO, EVSI down 10.

Wednesday, August 20, 2014

WEDNESDAY CLOSE ... Dow up 50, Naz down 1, SP up 4. Volume light. WTI over $96, Brent over $102. US natgas $3.86. Germany to arm Kurds. Europe austerity "dismal failure". Brazil $66B stimulus in works ... (stock #s in %) NAMG up 23. CSGH up 22. ECAU up 18. PTOS up 16. MKTY, SENY up 13. CNTO up 12. EVSI, LMRMF up 11. XSNX up 9. GPRE flat after new high .... BSRC down 45. CBWP down 36. CABN down 28, new low with volume. PSPW down 25. PWDY down 20. TMEN down 18, new low with volume. RGSE down 17 with volume after reporting. KIOR down 17, new low with volume. CERPQ down 13. SSOL down 10.

CITIES' OZONE PROBLEM TO GET WORSE WITH GLOBAL WARMING: scientists. Air also will get more stagnant in areas like US east coast because Arctic warming faster than tropics, slowing air circulation. Plants may also produce more precursors to ozone. But warmer climate means more water vapor in atmos that mitigates ozone not created by human activity. Other pollutants like soot, other fine particles may also be affected by global warming ... DOE launched computer modeling program to see what could happen with collapse of Antarctic ice sheet over next 40 years, other climate challenges ... Drought risk rising for Australia ... Sea plankton found living OUTSIDE space station ... Columbia Law School got $3.5M donation to expand climate change law program ... Algae Systems (Nevada) pilot plant in Mobile Bay potentially to turn profit making diesel fuel from algae, charging municipalities for treating wastewater (sewage used to fertilize algae), selling carbon-heavy residue as fertilizer, generating credits for advanced biofuels. Removes more carbon from atmos than added when fuel burned. "Hydrothermal liquefaction" process. 550*F at 315lbs/sq in. System consumes pollutants like phosphorus, nitrogen responsible for algae bloom in Lake Erie, "dead zone" in Gulf of Mex. Japan comp invested $15M. Est. $80-$100M for commercial scale plant ... US Wind (Italy) won offshore Maryland wind auction with $8.7M bid. Up to 1.4Gw potential, 80K acres. Maryland has promised $1.7B, 20-year subsidy for 210Mw from the site funded by ratepayers ... UK pushing EU to keep open 1 of Europe's dirtiest (coal) power plants ... US opening bids for oil/gas development in west Gulf of Mex ... EIA to examine domestic costs of US exporting crude ... Water releases from Lake Powell to Lake Mead to increase 10% in next year. Upper Colorado R. Basin runoff 94% of avg in '14. 47% in '13, 45% in '12. Lake Mead projected to continue to fall in coming year ... Potential 1.1B BOE found offshore Ireland ... DTE Energy selected 84 new solar projects for Phase 2 of customer-owned pilot program. 2Mw total. 74 residential, 10 non-rez projects ... 3 new solar farms in N Carolina. 18.2Mw total ... Dominion Virginia Power coal plant on Elizabeth R. has near 1M tons of coal ash in dump that has leaked arsenic, other pollutants into groundwater for over a decade ... Jinko Solar to supply 40Mw for 8i project in Chile ... ReneSola supplying 5.4Mw for Welspun solar project in India ... Greencoat (UK) buying 51.6% stake in 4 Brit wind farms from AES for 90.6M Pounds. Total 87.5Mw ... Suzlon German unit to raise ~500M Euros in bond sale this year to fund takeover of Suzlon's global wind turbine servicing biz. They monitor, repair 25Gw of turbines worldwide for 500M Euros/yr, growing 20%/yr. Turbine servicing market to reach $13B by '20 ... JA Solar (JASO) improved 2Q14 earnings after capacity expansion ... Punjab plans 2Gw solar park ... Renewable Energy Group (REGI) sold 11% more biodiesel in 2Q14, earnings dropped to $10.8M on 13% drop in revs to $333M ... Amyris (AMRS) aiming for huge 2H14 ... Residents filed class action suit over cost overruns at Illinois "clean coal" project ... US sailors filed new suit against TEPCO over Fukushima radiation ... Belgium may permanently shut 2 nuke reactors.

WEDNESDAY OPEN ... Dow up 17, Naz down 6, SP flat. Volume light. WTI over $95, Brent over $102 ... (stock #s in %) MDDD up 16. ECAU up 15. SENY up 12 .... TMEN down 50, new low. BSRC down 45. CBWP down 36. WTWO down 33. LMRMF down 17. RGSE down 16 with volume after reporting. ENSL down 13. CABN, MMMW down 10.

Tuesday, August 19, 2014

TUESDAY CLOSE ... Market up 80/38/9. Volume light. Another Naz new high. WTI over $94, Brent over $101. US natgas $3.92. Ukraine forces gaining on Luhansk separatists ... (stock #s in %) CABN up 75 with volume. BFRE up 31. WWPW up 26. ECAU up 23. SSOL, JUHL up 22. XSNX up 18 with volume, news. PSON up 17. EWRL up 16. CERPQ, PWDY up 15. ACFN up 10. FCEL up 7 with volume .... CGYV down 34. WSGP down 25. GWBU down 22. CNTO down 16. KIOR down 13, new low with volume. LEXG down 12, new low with volume. EVSI down 10.

NORWAY SEEING RECORD HEAT. Arkansas, Indiana July temps hit record lows ... Altered water flow in Missouri River related to global warming climate change: report ... Solomon Island township relocating because of global warming climate change ... Global warming climate change to leave native fish species high, dry in AZ: study ... Data show air pollution worse this year than last in many China cities ... Over 1,500 square miles of US coastal wetlands lost '96-'11: NOAA ... Canada rail comp dropped plans to ship oil from Arctic seaport in Manitoba ... Oregon agency denied permit for coal export terminal ... US wind power installs below China, Germany, India ... World facing 1st global solar panel shortage since '06 ... Rosneft, Statoil began joint drilling in Barents Sea ... 5-8K gal of diesel fuel spilled into Ohio River from Duke power plant near Cincinnati ... 12-day-old acid spill from Mexico copper mine sent 10M gal of toxic wastewater into 2 rivers ... 1st studies of Fukushima nuke disaster on wildlife found genetic damage, population declines, disrupted mechanisms that help organisms repair after radiation exposure ... Finland to cover 12M Euro - 30% - of cost of 10M liter/yr sawdust-to-ethanol plant ... N Carolina ethanol blend law upheld. Designed to expand blending opportunities ... DVO built its 1st next-gen anaerobic digester in California. Will get 55K gal of solid, liquid waste from nearby dairy of 2K head. Part of 55M gal/yr ethanol co-gen plant ... Market cap for European utilities down 50% in last 6 yrs ... Adams County in Colorado to be 1st US county to power its bldgs with privately developed community solar by Sun Share ... Mexico approved 220Mw of solar projects. 7 projects ... Sunpower (SPWR) starting rooftop solar leasing program in Melbourne ... Isagen (Colombia) plans wind, geothermal plants as part of 3Gw project pipeline ... 3 wind projects in Brazil - 79Mw total - OK'd to offer bonds. Last week Brazil OK'd tax-free bonds for ethanol makers ... Tractebel to buy 600Mw wind project in Brazil for up to $24M. In initial development phase ... United Photovoltaics to buy stake in 40Mw Inner Mongolia solar plant ... Siemens selected by Cal agency to electrify pilot section of road for el, hybrid trucks near Ports of LA, Long Beach. Starts next July ... New Jersey created US' 1st Energy Resilience Bank with Sandy disaster relief funds to help finance distributed power projects ... USDA offering $2M to help improve Lake Erie water quality.

TUESDAY OPEN ... Market up 56/9/5. Volume light. Dow back over top 50-day line. WTI ~$96, Brent over $101. Iceland preparing for volcano eruption - under glacier ... (stock #s in %) CABN up 81 with volume. WWPW, EWRL up 25. SSOL up 21. XSNX up 17 after reporting. MDDD up 17. ZNNMF up 11. SPWR up 1 with news .... WTWO down 33. GWBU down 26. WSGP down 25. ENSL down 17. SOPW down 16. KIOR down 11, new low. SCTY down 2 on downgrade.

Monday, August 18, 2014

MONDAY CLOSE ... Market up 175/43/16. Volume light. Naz new high. WTI over $96, Brent over $101. US natgas $3.81. Kurds took back Mosul dam with US airstrikes: report ... (stock #s in %) GWBU up 38. BSRC up 35. WSGP, XSNX up 31. CABN up 14. AMPD up 12 with volume. CSOL up 12. EVSI up 11. WEST up 10 with volume, news. HYSR, LEDS up 9 .... NORX down 36. BLQN down 33. WWPW down 26. LSCG down 18, new low. LMRMF down 16. XDSL, GERS down 14. AQNM down 11, new low.

ISIL/IS CONSOLIDATING POSITIONS AROUND BAGHDAD. They made series of attacks last week 40 miles south. Contingent of Iran Air Force stationed south of Baghdad helping Shiite forces defend capital. (Iraq can't defend itself despite all the US effort.) ... Ukraine forces entered Luhansk on Sunday, 1 of 2 remaining large cities held by separatists. Russia aid convoy still at border ... Ukraine parliament voted to allow Euro, US comps to lease up to 49% of natgas pipe, storage system. Helps stop new pipe project to bypass Ukraine. (Raises money.) Parliament also OK'd govt to impose sanctions on Russia persons/entities, other countries for supporting "terrorism" in Ukraine ... Russia report: natgas production of EU member states to decline 43% next 12 years vs. '13 levels ... Louisville fastest warming city in US ... Drought in Spain, areas of Central America ... Solar Systems canceled plans for 100Mw concentrated solar project in Australia. Cited termination of $70M conditional govt support, govt clean energy commitment ... $150/bl now required for new investment in oil sands, $115-127/bl for deepwater development off Angola, Brazil: report ... US natgas inventories 19% below normal for time of year ... Kurds say their largest oilfield will be producing 140Kb/d by Sept ... Libya says their oil production now up to 300Kb/d. But customers wary to sign up for deliveries over uncertainty to get them. Parts of Tripoli shelled by heavy artillery over weekend. Heavy fighting resumed in Benghazi. Foreign workers continue to leave ... Iran nuclear agreement increasingly unlikely before November ... China's '20 target for 60-80BCM shale gas production cut to 30BCM. '15 target of 6.5BCM. .2BCM produced in '13 ... Norway oil/NGL/condensate production up 8% in July from June to 1.93Mb/d. But down 3.5% year over year. (Normal depletion.) ... Brazil comp working with Rosneft to develop LNG project in Amazon basin. Est. 2.4B BOE reserves ... N Dakota officials considering requiring oil comps to stabilize crude before loading trains ... 3 Affiliated Tribes of N Dakota to start charging fees for NG flaring at wells ... 3Leg Resources (Britain) says efforts to bring Polish shale gas into production going "smoothly" ... EDF Energy shutting down 3 nuke plants in UK for safety investigations, joining a 4th plant already shut down ... DOE investing over $55M on 24 projects aimed at improving EVs ... Green Plains (GPRE) to buy back $100M of stock ... Fracking fluids more toxic than previously thought, admitted: study ... Hoosier Energy to buy 25Mw from 100Mw Illinois wind farm for 15 years. Owned by EDP Renewables ... Trina Solar to supply 82Mw for project in China ... Eco Energy World (UK) connected 5 UK solar farms to grid. 70Mw total. 9-15Mw each ... ABB to install Atlantis Resources onshore grid connect for 1st phase of 6Mw demo tidal power project in Scotland. Online in '16 ... Brazil to connect 30 wind farms to grid by Oct 31 ... Scotland launched 20M Pound local energy fund ... Jinko Solar profit up 182% in 2Q ... EPA refuses to reclassify areas that can't meet ozone standard ... Appeals court sided with FERC over NY town bid to stop NG project ... Wind power operator reducing output to limit bat deaths ... DOE sees US wind power gen capacity growing through '15. Uncertainty beyond that.

MONDAY OPEN ... Market up 151/31/13. Naz new high. Volume light. WTI over $96, Brent Over $101. Concerns eased over Ukraine, Iraq. Kurds took back most of Mosul dam ... (stock #s in %) BSRC up 35. CSOL up 31. MDDD up 20. UBRG up 18. XSNX up 16. BLDW up 12. CCTC up 10. WEST up 9 with volume, news. TSLA up 1, new high .... ASPW down 60, new low. CPWY down 19. AMEL, XDSL down 14. KIOR down 5, new low.

Friday, August 15, 2014

FRIDAY CLOSE ...Dow down 50, Naz up 11, SP flat. Volume slightly heavy on options Friday. Naz back to top. WTI over $97, Brent over $103. US natgas $3.78. EU warning Russia of more sanctions over today's Ukraine action ... (stock #s in %) WWPW up 24. CPWY up 23. AMPD up 20 with volume. SENY up 19. XDSL up 16. LYSDY up 15. EWRL up 13. CDXS, CNTO up 11. LMRMF up 11 with news. HIIT up 9 with volume, news .... WSGP down 42. NGLPF down 27. BFRE down 24. POLR down 20, back on bottom. JUHL down 19. XSNX down 18, new low with volume. PWDY down 16. CRGE down 14. PSON down 11. AWSL down 10, up 7x on year. KIOR down 7, new low.

ANTARCTIC MELTING MAY RAISE SEA LEVELS FASTER THAN THOUGHT: German researchers. Up to 14.6 inches this century if world GHG output continues to grow. UN: Antarctic melt contributed avg. 10% of sea rise '93-'10 ... 2/3 of global glacial melt caused by human activity: scientists ... Tibet's glaciers at warmest peak in last 2K years: China scientists ... Rosneft has asked Moscow for over $40B of help amid sanctions ... Exxon, Total ended oil search in S Sudan as war rages on ... Blackstone paying $1.2B for Shell's 50% stake in Haynesville Shale development in Louisiana. 107K acres ... Americans wary of higher utility spending for infrastructure upgrades: poll ... US '14 corn crop est. over 14B bushels. 172M bushels over '13 record. Est. over 5B to be used to make ethanol, co-products ... TEPCO running out of space at Fukushima to store water contaminated with radioactive materials ... Shunfeng Solar getting up to $3.3B 2-year credit agreement from China bank ... Triodos Renewables Fund bought stake in Belgium 20Mw solar projects portfolio from Silvius Sun. Rooftop solar on industrial, ag buildings ... Welspun (India) plans to invest $2.5B next 3 years in clean power. Most for solar projects ... Eurus Energy (Japan) bought 50% stake in 2 Italian wind projects. Total capacity 31Mw ... Atlantic (Brazil) OK'd to build 2 wind farms - 60Mw total - in Brazil ... Chile awarded 70 concessions for solar projects, 6 for wind projects. Developers plan $7B of investment ... Recom bringing solar module factory online in Italy ... Tractabel Energia plans to buy 600Mw wind project in Brazil ... Greenbriar bought 100Mw solar plant in Puerto Rico ... Hanergy bought Alta Devices (US solar developer) ... US appeals court upheld FERC regional grid planning rule ... EPA finalized power plant cooling water rule ... Ohio rolling out loans for cities, farmers to prevent algae growth in Lake Erie ... Queensland approved railway to coal port by Great Barrier Reef ... Miners rescued from flooded coal mine in China.

FRIDAY OPEN ... Dow down 71, Naz up 22, SP up 6. Volume heavy (options Friday). WTI over $96, Brent over $102. Ukraine forces tangling with armed Russian convoy. Economists raised 3Q US growth forecasts. US factory production up 1% ... (stock #s in %) ECAU up 27. SENY up 22. CPWY up 18. AMPD, CDXS up 10 .... NORX down 36. BFRE, ENSL down 24. AWSL down 23. CRGE down 14. DPSM down 11, new low. AXPW down 9 after reporting.

Thursday, August 14, 2014

THURSDAY CLOSE ... Market up 61/18/8. Volume very light. WTI over $95, Brent ~102. US natgas $3.90. Maliki stepped down. Argentina defaulted on bonds no one can even find ... (stock #s in %) CGYV up 52. PWDY up 21. IFXY up 18. LEOM up 16. NGLPF up 13. NFEC up 11. CPWY, LMRMF up 10. BIOF up 7, new high. FCEL up 7 with volume. ENPH up 7, new high with volume, news. PEIX up 3, new high. GPRE flat, hit new high .... AEHI down 73. ECAU down 24. BSRC down 22. CABN, MDDD down 16. KIOR down 16, new low with volume, may be going bankrupt. XDSL down 14. GERS down 13. WWPW, MMMW down 12. LSCG down 10, new low. XSNX down 10, new low. AMLM down 10.

HUMAN ACTIVITY CAUSING RISE IN WATER VAPOR in atmosphere: scientists ... 2 months worth of rain in 2 hours on Long Island yesterday. Recent deluge in Detroit. And many more stories just this year ... Brazil to encourage domestic solar industry with cheaper loans ... Florida PSC OK'd FL Power & Light plan for $9/month voluntary fee for building up to 2.4Mw of solar power ... NRG Energy buying portable solar generator maker Goal Zero ... Tata completed 3Mw solar plant for fertilizer, chem plant in India ... ~30M homes in US suitable for rooftop solar ... ET Solar (China), Geenex closed finance, started on 30Mw solar project in N Carolina. Plan to sell it to Duke Energy. Online this year ... IEA '14 oil demand growth forecast now 1Mb/d - down 180Kb/d - on weaker econ growth. 1.3Mb/d growth forecast for '15. 2Q14 demand up annualized rate of 700Kb/d ... OPEC produced 300Kb/d more in July, much of it from Libya ... Loaded oil tanker left Libya ... Juhl Energy (JUHL) bought 3.2Mw wind farm in Iowa for $4M ... Germany's bank KfW financed more onshore wind in 1H14. Solar loans dropped. Loans to all clean/renewable development up 4.5% (over '13) to 2.3B Euros. Enviro, climate protection finance down 18% on year to 4.2B Euros ... Iberdrola started on $120M 66Mw wind project in Mexico. 33 Gamesa turbines. Mex comp co-developing ... Denmark OK'd 120Mw wind project in Aarhus Bay ... Fulcrum BioEnergy got over $30M in latest funding round. They convert muni solid waste into fuel ... Tidal Energy plans to raise 50M Pounds for 10Mw Welsh project ... Wave, tidal power costing more than forecast ... UK developer started on $5M 750Kw hydropower project in Scotland ... Sumitomo to add 2 geothermal units - 110Mw - at Indonesia power plant ... Grid Share launched fundraising platform for clean/ren projects.

THURSDAY OPEN ... Market up 35/7/4. Volume light. WTI over $96, Brent over $102. ECB enacted stimulus plan. Maliki abandoned by his party ... (stock #s in %) CPWY up 38. IFXY up 18. CRCL up 14. SENY up 12. BIOF up 6, new high. PEIX up 2, new high .... WTWO down 33. BLDW down 18. CBEH down 15. ENSL down 13. WWPW down 12. LSCG down 10, new low. XSNX down 10, new low. AMLM down 10.

Wednesday, August 13, 2014

WEDNESDAY CLOSE ... Market up 91/44/13. Light volume. WTI over $97, Brent over $104. Cisco cutting 6K jobs. Triclosan in Colgate toothpaste a carcinogen. (Giveth us a farkin health break. Amen.) US natgas $3.82. Brazil's Campos dead in air crash ... (stock #s in %) GPRC up 45 with volume. BFRE up 32. NORX up 28 off new low. CSIQ up 24 with volume, report. AMTX up 21. CABN up 20 with volume. HIIT up 18 with volume on news. ASTI up 18 on volume. FNVRF up 17. ASYS, CSGH up 14. AWSL, NGLPF up 11. AMPD up 10. BIOF up 9, new high. PEIX up 3, new high .... IFXY down 28. KIOR down 28, new low with volume. ECAU down 25 and done and fried. Play it if you want. PWDY, TMEN down 23. GWBU down 18. DPSM, CCTC down 16. CRCL down 15. CNTO, CERPQ down 14. BHWX down 10.

IRAN GETTING AROUND WEST SANCTIONS with natgas condensates exports. (Do we want them to have nuke weapon capability or not?) ... Historic rain, floods in Detroit ... US House Republicans urge end to wind power tax credits. (I thought they were on holiday. Yet they still want to stop cleaning air or keep climate stable. Go figure. Yep, I know, not just reporting news here. Comment too. Sorry if it sticks in your craw the wrong way.) ... China urging folks to walk, ride bikes to cut pollution. (I'm already there. Though sometimes ride in diesel bus or a friend's car.) ... China offshore wind investment failing to match expectations. Barely grown since Siemens opened turbine blade plant in China in '10 ... ~22% of world el production now clean/renewable: REN21. Up 8% in '13. 56% of new powergen installed in '13 - 1,560Gw. China, US, Brazil, Canada, Germany top 5. Excluding hydropower, China, US, Germany, Spain, Italy on top. 144 countries have clean/ren targets. 138 have support policies. Djibouti, Scotland, Tuvalu have 100% clean/ren by '20 targets. (I know, should have been headline story. But there's this goddam war going on in the Mideast skewing up everything.) ... Oil/gas well flaring now growing problem in Permian Basin. (Folks, this spews hydrogen sulfide toxics into the air besides methane which is how many times worse than CO2 for global warming, let alone the waste of the natgas. God help the fossil fuel industry people to do it right.) ... Kellogg to take stronger action against illegal palm oil. (Yay.) ... Former landfill now a microgrid to protect VT town from big grid failure. $10M ... Global warming climate change changes in food security for critters forces migration. (Including peoples.) ... Sequoias in California at risk from global warming climate change. Great Barrier Reef "highly threatened": reports ... Arctic permafrost lakes are long-term carbon sinks, not carbon sources: study ... Europe's green energy rules cost UK $156B. (Assumed time period: so far.) ... Repsol OK'd to drill offshore Canary Islands. (Is that where half the island could fall into Atlantic and wipe out coasts on both sides? Like the canary in the coal mine.) ... Court threw out EPA permit for California power plant. (All I got so far. Enviro win.) ... Oil spilled in ship wreck in Mississippi River (down near New Orleans I think) ... FERC ordered California utility to install power storage ... IEA shrank predictions for oil demand. (All I have so far.) ... Suniva began construction on 200Mw solar module factory in Mich. Their 2nd factory after 1st in Georgia. Up to 350 jobs with scale up ... Construction start on 36.4Mw hydropower plant in Iowa. $46M for generators, turbines. Can gen up to 55Mw depending on water. Online in '18 ... Falling biodiesel feedstock prices on bumper US soybean crop ... Corn use for ethanol in US likely to top 5B bushels. Higher ethanol demand, more exports, lower imports, rebuilding stocks after '13 drought. (I still hate use of food for fuel. How about you? Though corn, soy GMO'd anyway and unetable if you care for your health.) ... Well, onward and upward pards. Tally ho. Happy trails. Make peace and love.

WEDNESDAY OPEN ... Market up 84/41/13. Volume light. WTI under $97, Brent over $103. Iran joining US in backing Maliki replacement Abadi. Kurds on attack in N Iraq, refugees led to safety in Syria. Japan GDP shrank most since '11 quakenami ... (stock #s in %) GPRC up 31. LEOM up 19. CSIQ up 17 with volume after reporting. AMPD, BFRE, FNVRF up 17. HIIT up 15 on news, guidance. AMEL up 14. CABN up 13. AWSL, GERS up 11. ABAT, AMTX up 9. TSLA up 1, new high .... PWDY down 27. ENSL down 25. KIOR down 22, new low. POLR down 20. GWBU down 18. BLDW, CCTC down 17. DPSM down 15, new low. CERPQ, CNTO, NORX down 14. BHWX down 10. CREE down 8 with volume, new low after reporting.

Tuesday, August 12, 2014

TUESDAY CLOSE ... Market down 9/12/3. Volume very light. WTI over $97, Brent ~$103. US NG $3.99 ... (stock #s in %) AEHI up 50. GPRC up 43 with volume. GERS up 37. GWBU up 25. JUHL, CPWY up 20. CNTO up 17. CERPQ up 16. AMTX up 14 with volume. WWPW up 14. AMLM up 11, new high. BHWX up 11. ENZR, MXWL up 10 .... AMEL down 22. PTOS down 19. WSGP down 17. USEI, XSNX down 13. VSPC, CRCL, ACFN down 12. MDDD, NAMG, RGSE down 10. KNDI down 9. ASTI down 9, new low.

UKRAINE MAY RESTRICT RUSSIA NATGAS deliveries to Europe ... Keystone XL pipeline climate impact may be 4x more than State Dept claim: Stockholm Enviro Institute ... Toxic algae in Lake Erie likely to increase with global warming, climate change ... Increasing salt water in St John's River in Florida worries scientists ... Low water levels in Panama canal lakes from drought may limit shipping ... Gulf of Mexico oyster harvests down since BP spill ... Pesticide-resistant weeds taking over Midwest farms ... Kenya carbon credit system helping revitalize forests, protect wildlife ... $7.2B drought bond deal in California ... UK enviro group charges China's proposed self regulation won't stop their role in illegal logging around globe ... Poor installs, grid constraints, defective panels plague China's solar program ... Pittsburgh Airport sitting on enough shale gas to supply state of PA 1.5 years ... Kinder Morgan $44B deal to consolidate its oil/gas pipeline ops into 1 comp to help with growth ... 20 largest US oil/gas comps paying 11.7% in taxes on profits. Corp tax rate 35% ... TX regulators proposed rule on fracking waste wells, earthquakes ... KIOR needs capital to continue ops past Sept. $629M of losses since formed in '07 ... W Canada got its 1st E85 gas station ... US late model diesel cars designed to use B5 biodiesel. Blends over B20 have caused problems including engine failure. Warranties can be invalidated with high blends ... Canadian Solar (CSIQ) to supply 44Mw for 7 projects in N Carolina by Canada comp ... HSOL 50Mw solar supply deal for China's Baotou. Also, HSOL German unit completed 1st project in Portugal. 13.3Mw ... Trina Solar bought 50Mw project in UK from China comp. Online by yearend ... Vikram Solar (India) to build 1st floating solar plant on India lake. 15Kw pilot plant ... Yingli's Spain unit to supply 31.6Mw for Gestamp project in Japan ... Wind power to become Denmark's largest power source by yearend, supplying over 11.6Twh. Est. 20Twh by '30. Bioenergy to be fastest-growing power source in Denmark through '30 ... Nordex to supply 37.5Mw of turbines for Poland wind project. Online mid-15 ... China 3 Gorges to invest in EDP Brazil wind assets. Spending $2.7B on EDP wind farms, projects since '11 deal ... Global onshore wind market to be worth $900B by '20 ... India could add 10Gw wind/year: govt ... 2-comp JV OK'd to build 350Mw hydropower project in Philippines ... Mexico '14 clean/renewable power investment may exceed $2.4B. $1.3B in 1H14. Mexico, Central Am countries est. to install 1Gw wind this year. Est. 1.3Gw each in '15, '16. Clean power investment in Central Am ~$317M in 1H14, down from '13's $1B ... Tepco to spin off hydropower, other clean/ren assets ... Clean/ren power fueling growth in global steel manufacturing market.

TUESDAY OPEN ... Market down 21/5/-- . Volume light. WTI over $97, Brent over $103. US job openings highest since '01. Malaki blocking successor, deepening crisis. France urging Europe to arm Kurds. 100 US air missions/day against ISIS/ISIL/IS, humanitarian aid. Ukraine blocking Russia aid lacking Red Cross approval, US warns of invasion ... (stock #s in %) JUHL up 23. CPWY up 20. ECAU, UBRG up 18. NORX up 14. GPRC up 13. BFRE, SWET up 11 .... MDDD, PRHL, PTOS down 19. PWDY down 18. WSGP down 16. ENSL, RGSE down 10.

Monday, August 11, 2014

MONDAY CLOSE ... Market up 16/30/5. WTI over $97, Brent over $104. US NG $3.95. US to send 100 av missions/day over Iraq ... (stock #s in %) ECAU up 95 with volume. WSGP up 76 with volume. CPWY up 25. XSNX up 19. ZNNMF up 16. BHWX up 12 .... CSOL down 39. AMTX down 24, new low with volume. WWPW down 22. AMPD down 19, new low with volume. GERS down 18. GWBU, NORX down 12. DPSM down 11. ABAT down 10.

JAPAN IMPOSED HARSHER SANCTIONS ON RUSSIA last week. Freezing assets of 40 individuals, 2 comps. Also requiring approval for imports of products made in, shipped from Crimea ... Drastic GHG emissions pullback needed by '50 to limit global warming, climate change's worst impact: UN draft ... Iran, Russia signed $20B deal. 500Kb/d Iran oil for Russia equipment, goods. Violates interim treaty with Iran, bypasses dollar-based monetary system ... Exxon began drilling in Russia Arctic over weekend. Doesn't technically break sanctions ... Colo, Wyoming, Utah oilshale industry more likely to produce 500Kb/d at peak. About 1/3 of previous industry estimate ... 1/4 of India's coal power plants stocked with under 4 days of coal ... Germany, Italy, EU, China, France leading world in energy efficiency: ACEEE. Only Russia, Mexico, Brazil doing worse than US ... China dialed back shale gas production target for '20 by 1/2. Complex geo, high production costs ... State Dept seriously underestimated GHG impact of Keystone XL: study ... Eni made natgas, condensate discovery offshore Gabon. 500M BOE ... Gabon offshore oil exploration, production deals with Marathon, Noble ... Siemens to start road testing el truck highway ... Global air travel demand surpassing emissions reductions: study ... China provinces meeting '15 energy targets ... China, Brazil planning media strategy to change pollution image ... Statoil's Barents Sea Arctic exploration now no-go. But may come back later ... China crude imports up 2% in July v. June, down 9% v. '13 ... Several oil comps drilling in Kurdistan withdrawing workers ... Heavy fighting continues in Tripoli. Maybe 2 oil tankers got loaded in last week ... Petrobras output from "pre-salt" offshore over 500Kb/d. Near up 3x from '12 ... Shell's new deepwater Nigeria project expected to produce 40Kb/d at peak ... Oil of DR Congo (Israeli-owned) discovered ~3B bls oil in Congo ... Frackers expected to use near 95B lbs of sand this year, up near 30% yoy ... Egypt, Jordan. Iraq called off natgas pipeline from Iraq plans over violence, instability, insecurity ... N Ireland drilling comp target of bomb threats from groups opposed to fracking ... GDF Suez teaming with Cameron for proposed Louisiana LNG plant. Up to 12M tons LNG/yr export cap. $10B. Online '19 ... Marcellus NG production now over 15BCF/d. ~40% of US shale gas production. Marcellus was 2BCF/d in '10 ... 10.3BCF NG flared in ND in April ... Egypt plans parallel Suez canal to double capacity ... Over 58% of California in "exceptional" drought. State short over 1 year worth of reservoir water for time of year ... Novozymes enzymes give ethanol producers 6% more fuel from corn, uses 8% less energy in production. Working on 5% more fuel from corn ... Germany building running on algae fuel successful in 1st year. Producing more heat than expected. 15 apts with no heating bills ... Biofuels to have impact on world food prices, security as industry scales up: Stanford research. Poorest to be hurt most ... Hormel using bacon grease to power motorcycles. Costs ~$3.50/gal to make ... June US ethanol exports up 13% to 60M gal. Spain now importer. US June imports down 75% to 7.3M gal (most from Brazil) ... Kyrgyzstan may be facing energy crisis this winter. Uzbekistan stopped natgas deliveries over Gazprom contract dispute. Water reservoirs unusually low, cutting power supply to grid. And Kazakhstan not allowing Russia oil/fuel trains to reach Kyrgyzstan ... Global onshore wind market est. $900B in '20. $89B in '13 ... U of Washington researchers eliminating need for batts for portable electronics. "Wi-Fi Backscatter". Recycles ambient radio waves vs. generating their own ... Mexico '14 clean/renewable investment may beat $2.4B ... Yingli Spanish unit to supply 31.6Mw for Japan solar project ... Japan solar installs est. 12Gw this year from 7.1Gw in '13 ... Japan Bank for Intl Coop, Mizuho Bank among lenders of $621M for 210Mw UK offshore wind project. Due online in '15 ... Mitsui unit, Tokio Marine planning $75M fund for solar projects for institutional investors. 8 solar projects in Japan, 25Mw total ... Electrosul to spend $118M for 48Mw Brazil wind project ... HSN Nordbank to provide 112.5M euro for 108Mw French solar parks ... Vattenfall, Stadtnerke Minchen to invest 1.2B euro in offshore wind ... Clenergy got 40Mw Pakistan solar project ... DOI targeting parcels offshore N Carolina for wind development ... Oklahoma utility says EPA compliance to cost them $1.1B ... Defect shuttered 4 nuke reactors in UK.

MONDAY OPEN ... Market up 47/36/10. Naz back over 50-day lines. Volume light. WTI over $98, Brent over $105. Russia GDP growth down to .8%. Ukraine rejected cease-fire offer, demanded surrender, halted Russian convoy. Russia nuke bombers flying closer to US, Canada. US supplying Kurds with ammunition, continuing air strikes, humanitarian missions. Kurds took back 2 towns. UK ruled out Iraq air strikes, stepped up humanitarian aid. Opposition to Maliki strengthening, ISIS/ISIL/IS closer to Baghdad. Kerry pulled US support of Maliki. Erdogan won Turkey election. China loosened monetary conditions ... (stock #s in %) LSCG, ECAU up 10. KNDI up 8 after reporting. TSLA up 5 after upgrade. SCTY up 5. GPRE up 3, new high. FSLR, PEIX up 3 .... MDDD down 38. WWPW down 22. AMTX down 18. PWDY down 17. VSPC down 16. USEI down 13. GWBU down 12. DPSM down 10. ASTI down 3, new low.

Friday, August 8, 2014

FRIDAY CLOSE ... Market up 185/36/22. Volume somewhat light. WTI over $97, Brent over $104. US NG $3.96. Ebola a global emergency: WHO. Russia nuke bombers flying closer to US, Canada. (What the hell is that?!). Estonia food trucks halted at Russia border. Finland exporters in shock. US airlines barred from flying over Iraq. Ukraine threatening oil/gas cutoff ... (stock #s in %) CSOL up 60. BLQN up 36. SOPW up 31, new high with volume. WWPW up 27. MDDD up 25 on news. CABN up 25. GERS up 23 with volume. CCTC up 22. USEI up 15 with volume. PRHL up 15. PTOS, VSPC up 14. HIIT up 13. ABAT up 11 with volume. NGLPF up 10 with news. HYSR up 10. EFOI up 9, new high. QTMM up 8 .... GPRC down 34, new low with volume. RBCN down 21, new low with volume after reporting. ECAU down 20, new low with volume. ENSL down 16. CNTO, BHWX down 15. CERPQ down 14. GSFVF down 13, new low with volume. DPSM down 13, new low with volume. EVSI down 13. LIME down 12 with volume. GWBU down 11. PWDY down 10. SCTY down 7 with volume after reporting.

WORLD BANK $5B SUPPORT PACK announced for US-led Power Africa initiative for 6 countries. Africa has 100Gw power shortage. About 2/3 of Africans live without grid power. US has committed $7B. Kenya, Tanzania, Ethiopia, Ghana, Liberia, Nigeria the first ... Massive red tide in Gulf of Mex killing thousands of fish ... China's coastal econ boom on track to "burn out" its marine resources: study ... Spikes in sea level rise create more coastal damage than hurricanes: study ... Researchers forecast dramatic loss for UK forestry if conditions go unchanged ... On the better news side, US fire season quietest in at least a decade. (Tell that to west coast.) ... Judge struck down Ft Collins Colo fracking ban ... Chevron's lax oversight blamed in fatal PA gas well explosion ... Ohio driller got 28 months in prison, $25K fine for dumping fracking waste in Mahoning River tributary 33 times ... Canada blocking NAFTA probe of oil sands leaks ... California agency failed to collect $194M in fines from polluters: report ... Shunfeng buying 30% stake in Powin Energy - US energy storage comp - for $25M. Option to buy 30% more for $37.5M ... Cathay Pacific investing in Fulcrum Energy - US biofuel developer. Converts municipal solid waste into bio avfuel. Also $1B+ supply deal for initial 375M gal over 10 yrs. Groundbreak planned for 1st commercial plant this year ... U of Illinois: regulations needed for new energy crops before unleashing new invasive species ... US ethanol exports up 56% 1H14 to 1.6B liters ... USDA, EPA, DOE study: 2K biogas sites operating now in US. Over 11K more could be deployed ... Ukraine doubling taxes for private natgas producers. Oil sector also hit ... Frederick MD finalizing new tax credit for builders for energy efficiency. Break in property tax. 25% for LEED, 50% for silver or gold LEED, 75% for platinum LEED. But won't cover 5% extra cost for basic LEED building, let alone silver, gold, plat ... Glint Photonics developing solar panel to capture sunlight at different angles. Can concentrate light up to 500x more than current tech, cut cost up to half to 4 cents/Kwh. Got $2.2M DOE grant ... Duke Energy 2Q profit $609M, up 80% on year ... Solar City (SCTY) 47.7M 2Q loss ... TRIG bought 73.7M Pound solar portfolio ... 100Gw solar power gen capacity by '30 in Japan: industry est. 69Gw by '21 ... India scrapped land incentive for solar ... Wyoming approved would-be largest wind farm in N Am ... EPA's proposed GHG rule for power plants doesn't do enough to boost nuke power: nuke industry ... Tanaska to build 694Mw NG peak power plant in TX to op 1/3 of time ... Formaldehyde causes cancer: panel ... And, back to the good side, NOAA downgraded '14 hurricane outlook to "below normal" ... Happy weekend, happy trails, onward and upward, ciao, pards.

FRIDAY OPEN ... Dow up 58, Naz down 2, SP up 1. Volume slightly light. WTI over $97, Brent over $105. US airstrikes on IS in Iraq, humanitarian drops. Kurds defending Irbil. US consulate, troops in Irbil. China July exports up 14.5% over '13 ... (stock #s in %) BLQN up 36. WTWO up 33. NGLPF up 28. WWPW up 23. SOPW up 19, new high. AMLM up 15. XDSL up 14. PSIX up 13 on upgrade. HIIT up 12. TMEN up 10. EFOI up 9, new high .... RBCN down 22, new low with volume after downgrade. UBRG down 16. PSPW down 13. ECAU down 12. AMEL, GWBU down 11. ECTY down 10. LSCG down 4, new low with volume.

Thursday, August 7, 2014

THURSDAY CLOSE ... Market down 75/20/10. Volume normal. WTI over $97, Brent over $105. US NG $3.86. US econ grows avg. 1.8% faster with Dem POTUS v. Repub: study. (Reagan the recent anomoly.) ... (stock #s in %) EFOI up 687 (I figure a reverse split but saw no news). LIME up 162 with volume. CBWP up 49. PWDY up 35. CERPQ up 27. ASPW up 21. UBRG up 20. TMEN up 19. PSPW up 15. ECAU up 13 with volume. NGLPF up 13. SOPW up 12, new high with volume. SUNE up 11 with volume after reporting. ABAT up 10 .... CCTC, WTWO down 25. GPRC down 23, new low with volume. CSOL, WSGP down 20. ELON down 19, new low with volume. GERS, WWPW down 18. USEI down 17. ENSL down 10, new low with volume. JUHL, LTBR down 10. HIIT down 9 after reporting. AMPD down 9. ASTI down 7, new low.

MERCURY LEVELS IN OCEANS tripled since Industrial Revolution: report ... Majority of Americans would support a carbon tax: new polls ... CO2 capture from air could be global warming climate change solution: Columbia U scientist ... China added 3.3Gw solar in 1H14. 2.3Gw utility-scale. Double 1H13. Now 23Gw total, near 7x of Australia (world's highest solar radiation per square meter) ... Beijing ordered official vehicles off roads to help clean sky ... Climate aid to Vanuatu cut ... California fighting illegal water use for cannabis. Also, cities hesitant to clamp down on water wasters. And water rights selling for record prices ... Prices for future delivery of natgas on Brit market down over 30% over past year. Balmy winter tamped demand. Delinkage from oil prices. New clean/renewable power helping. Gazprom took 15-20% price cut for natgas with Eni. Next step for similar cuts from Algeria, Libya ... US lags behind much of world in investing in Africa power development ... Oklahoma oil/gas drillers sued over quakes ... India to start building $8B grid upgrade this year to handle increasing clean power. German development bank lending $334M initially. Possibly up to $1B. India clean power gen to double by '22 to 72Gw ... Fire closed 115Kb/d Kansas oil refinery. Out for month ... Near 4% of world's oil production offline from conflict, Iran sanctions ... EIA: in year ended Mar '14, cash from ops of 127 top oil/gas comps $568M. Spent $110M more. (Obviously, still a money losing deal covered by cheap borrowing.) ... Hamburg setting out to become car-free in 20 years. (Ich bein ein Hamburger) (Excuse me Goiman.) ... Midwest farmland prices up 12.5% since '00. Partly from biofuels crops demand ... DOE helping 13 carbon capture, storage projects ... Russia consortium deal for up to $3B to develop Zimbabwe platinum mining, processing. Initial $500M ... Ebola outbreak threatens Nigeria oil production ... WV chemical storage tank site exploded. Leaking ... Brookings study: most cost efficient clean power: nuke ... Sunnova raised $110M to expand ops, customers. Raised $145M in June ... Contour Global buying 122.6Mw of wind power in Brazil for $79M ... NRG Energy splitting solar biz into 2 units ... Tidal Energy, Eco2 deployed 1st full-scale tidal device in Wales ... Fisker to resume car production in Finland after fixing bugs.

ISLAMIC STATE CAPTURED IRAQ'S LARGEST DAM near Mosul, 15 more villages. Kurds retreated. Hundreds of thousands of new refugees. (Next up may be northern oil fields or cut off of power, water to Shi'ite areas, Baghdad. UN, EU, US may be forced to engage.)

THURSDAY OPEN ... Dow down 4, Naz up 18, SP up 6. Volume light. WTI under $97, Brent under $105. (I think they'll be going up.) German industry output up less than forecast on Russia sanctions. Russia banned EU, US foods. ECB held rates steady ... (stock #s in %) LIME up 185 with volume. MDDD up 15. SUNE up 14 after reporting. ASYS up 8. XSNX up 6. SPWR up 5. SCTY up 4. TSLA up 2 .... BHWX, ENSL down 25. GPRC down 22, new low. USEI down 17. ELON down 15, new low. CCTC, NORX down 12. ASPW down 11.

Wednesday, August 6, 2014

WEDNESDAY CLOSE ... Market up 13/2/--. Volume slightly light. WTI under $97, Brent under $105. US natgas $3.93. Ukraine tightening noose around separatists. Russia banning US poultry imports. (G, ow, Vlad. Slow down, hotwheels.) ... (stock #s in %) IFXY up 66. USEI up 48. DPSM, CCTC up 25. CNTO, INIS up 21. ENSL up 17. ENPH up 14 with volume, news. (1 to watch.). NAMG up 14. BFRE, CBEH, SENY up 11. ABAT, CERPQ up 10. QTMM up 9. ITRI up 8 with volume after reporting. TSLA up 4. SCTY up 2 .... ONYX down 92 on 100 shares. (Looks done.). DSTI down 40. ECAU down 31, new low with volume. WSGP down 31. PWDY, BSRC down 30. TMEN down 23. MDDD down 20. CBWP down 19. UBRG down 16. CSGH down 15. PTOS, PSPW down 13. XDSL down 12. NORX down 11. AMEL down 10. HSOL down 6, new low with volume.

WHICH SPECIES WILL OUTLAST rising ocean acidity? Ongoing question challenging science. (Sure hope we (and kids and grandkids) can eat seafood up the road besides freshwater farm fish.) ... Great Salt Lake level at 50-year low ... Lack of snowfall in New Zealand. Warmest winter start since records began in 1909 ... S Dakotans building small dams in creeks, gullies to store storm runoff . Epic drought on/off 15 years ... US firefighting funds to run out by end of month ... Singapore passed law to fine comps for setting illegal fires in neighbor Indonesia ... Thailand boosted payments to cut down rubber trees, plant palm oil trees. Palm oil target up 25% ... China goal 13Gw solar installs this year ... UAE mandating compulsory military service, setting up national defense structure ... Marcellus shale production surge to record levels ... DOI rejected industry challenge to Utah oil/gas lease sale ... Houston residents asking EPA to crack down on refinery emissions ... Sunpower (SPWR) teaming with Volkswagen to market home solar, batt storage systems to hybrid, EV customers. System available early '15 ... US solar PV pipeline nearing 50Gw. (That's really a big number, pards. Thought of making it the lead headline.) ... REGI to invest $15M to bring 75M gal/yr biodiesel plant in Louisiana back online. To expand feedstock beyond animal fats. Paid est. $110M for plant, Syntroleum ... Global coal market oversupplied. Exports not slowing. China est. to hit peak coal use in '16, then decline. Thermal coal prices ~$70/ton. Metallurgical coal $120/ton. Peabody reducing met. coal production in Australia ~1.5M tons/yr ... MIT, King Fahd U scientists found method to make solar panel surfaces auto-clean themselves by actively controlling particles, fluids movement with magnetic fields. Micro bumps, ridges on surface impregnated with oil infused with tiny mag particles to draw contaminants off surface. Near-zero surface friction ... Mitsuuroko, partners completed 40Mw solar farm near Tokyo ... Solar thermal can compete in Chile power market: Abengoa ... DOI approved Next Era Energy's plan to switch 485Mw Calif solar project to PV from thermal ... Vivent Solar filed for IPO ... TVA lost $81M 2Q14. Also, judge approved $28M settlement for '08 TVA coal ash spill ... Mississippi Power converting 3 coal power plants to natgas. Sierra Club dropping lawsuits. MP also to install $660M SO2 scrubber at coal plant under construction. Also $15M grant to help low-income customers with insulation. energy-saving appliances. Also clean energy program to help business, homeowners install solar, other clean power. MP to reach 60% natgas power gen by '20 ... Municipal utilities most active clean/renewable power players in Norway ... IFC may back 128Mw Serbian wind project ... Algae comps want EPA to formally recognize their tech to use power plant CO2 emissions to grow algae for biofuel ... NRC approved higher cooling water temps at FL nuke plant ... Fuel cells lighting up S Africa village ... Boeing, S Africa Airways teaming on tobacco-sourced biofuel program ... Google offering $1M prize for improved power inverter ... Finally, Tesla (TSLA) to ship est. 35K cars in '14, $3.12B revs, deliveries up 55% over '13. 25% margin to grow to est. 28% by yearend. '14 profit est. $87M. US supercharger network near done. Europe, Asia sales est. double N Am by yearend. Limiting factor: batteries ... Happy trails, pards. Onward and upward. Tally ho. Make peace.

WEDNESDAY OPEN ... Market up 6/4/2. Volume slightly light. WTI over $97, Brent over $105. Gold back over $1,300. UK industrial production up less than forecast. Italy in recession. Russian troop buildup again on Ukraine border. ISIS (IS) genocide of northern Iraq Yezidis, Baghdad sending in air force ... (stock #s in %) ENPH up 21 after reporting. INIS up 21. USEI up 14. QTMM up 13 on news. CBEH, ITRI up 11. ABAT up 8. TSLA up 2 .... DSTI down 40 after yesterday's jump. BSRC down 30. TMEN down 23. BHWX down 20. BFRE down 15, new low. AMLM, MDDD down 11. HSOL down 4, new low.

Tuesday, August 5, 2014

TUESDAY CLOSE ... Market down 139/31/18. Volume light. Naz under 50-day lines. Dow hit 200-day lines. WTI over $97, Brent over $104. US NG $3.90. Poland warning of Russia invasion ... (stock #s in %) DSTI up 67. BSRC up 57. BOPO up 46. TMEN up 33. CABN up 30. BHWX, CBWP up 25. GWBU up 22. CSGH up 19. CBEH up 16. SOPW up 15 with volume, news. OESX, JUHL, ZNNMF up 15. LMRMF up 12. CCTC up 11. AMPD up 10 .... AMEL down 20. ASPW down 18. CRCL down 17. INIS down 16. BLQN down 15. PWDY down 14 with volume. BFRE down 13, new low with volume. MMMW down 12. PSON down 11. NTCXF, QTMM down 8.

US INSTALLED 619MW WIND POWER in 2Q14: AWEA ... US-China solar trade dispute putting 3Gw of US projects at risk ... Beijing to ban coal use by '20 ... China shipyards plan to take $10B in orders for new LNG tankers ... Colo governor made deal to keep 2 anti-fracking measures off ballot ... Army Engineers forced to disclose amount of pollutants its dams send into waterways. Agreed to seek permits for oil leaks ... Some of top 25 PR comps say they won't work with global warming, climate change deniers ... Southwest FL govts lack plans for rising sea levels, lag behind southeastern FL peers ... Tuvalu family won climate change appeal for New Zealand residency ... Africa will need all energy options, including coal: World Bank president ... Kurds asking US court to lift order on disputed oil tanker ... Areva closing its concentrated solar biz. Writing down $500M. ~100 solar jobs to be cut in US, India. 200 more US job cuts this year ... Siemens eyeing Mexico wind market. Mexico Senate approved legislation last month to help open its energy industry to private comps ... REGI 2Q revs $333M, down 13% over last year. Sold 11% more gal of biodiesel at lower cost. Gross profit $15.2M ... Valero bringing 110M gal/yr Indiana ethanol plant back online ... EPA extended RFS '13 deadline for 3rd time ... US southerners less likely to believe in global warming climate change, environmental link: poll ... NOAA released data showing "grim picture" for cod ... Scientists ruled out all causes for Gulf of Mex fish lesions except BP spill ... Judge tossed enviro lawsuit against TVA coal plant upgrade ... California relaunched PACE program to finance home energy, efficiency upgrades ... Reindeer blocked tunnel to LNG facility in Norway to escape unusual Arctic heat wave ... Major oil/gas comps taking on increasing share of debt to maintain drilling momentum: EIA ... Pacific Energy Solutions broke ground on $334M solar project for DOD, US Navy on Hawaii. To supply over 30Gwh power/yr ... Alpha says reducing stockpiles could prevent fall layoffs ... Spain's 3rd biggest bank financing 2 power projects in Colombia. 19.5Mw wind project on Atlantic coast, natgas plant ... PEGI unit bought 200Mw TX wind project to sell power to Wal Mart. Online by '16 ... Solar Power (71% owned by LDK) formed JV with Wircon to build UK solar projects. Initial 55Mw ... Japan may pull more approvals for solar projects behind schedule ... First Solar (FSLR) to build 45Mw in India. Contract to sell power for ~10.7 cents/Kwh. Online in '15 ... Uruguay seeks $100M from central bank for 140Mw wind project. $300M total cost ... Spain's subsidy cap to impact wind power most ... Sri Lanka to launch RFP for $440M grid upgrade, wind and hydro projects.

TUESDAY OPEN ... Market down 36/7/6. Volume light. WTI over $97, Brent over $104. US factory orders up 1.1% in June. US services sector growing fastest since '05 ... (stock #s in %) ECAU up 23. CCTC up 22. CABN up 20. SOPW up 15, new high on news. LEOM up 10. NAMG up 9 .... WWPW down 22. USEI down 14. AMSC down 12 with volume after reporting. MDDD down 10.

Monday, August 4, 2014

INSURGENTS BLEW UP main Yemen oil export pipeline last week. 70-110Kb/d capacity. Yemen exports down 40% Jan to May vs. last year ... Rosneft closed deal to buy Venezuela, Russian assets from 8 oil services comps. Also signed deal for offshore Venezuela projects. (Might be that $4.4B deal outside sanctions.) ... Musk chose S TX for Space X port ... New oil pipes expected to open next 2 months to bring more Canada oil to US Gulf coast ... Possible treaty between Israel, Egypt, Jordan, Sauds, others against Shia, Sunni extremists ... EU spends avg. $1B/d on energy imports ... Algeria LNG exports in decline from lagging foreign investment ... Nigeria LNG losing global market share from lack of investment ... Up to 1.6B bls oil offshore Ireland in limbo from lack of investment partners ... China corruption probe stretching into Canada oil sands projects ... CO2 well injection produces ~280Kb/d in US: EIA ... Seismic oil field surveyor cutting back in Norway, Nigeria, Venezuela ... Protesters arrested at site of 1st tar sands mining ops in US (Utah). Possible spike in local infant deaths from increase in oil/gas ops emissions ... Freeport LNG Development cleared for exporting 1.8BCF/d ... Japan spent 57% more on fossil fuels in year ended Mar 31 vs. '11. Fossil now ~88% Japan's power output. 60% before Fukushima. 4 nukes could be operating by yearend.

MONDAY CLOSE ... Market up 75/31/13. Volume light. Naz stayed above 50-day lines. WTI over $98, Brent over $105. US NG $3.84. US borrowing least in 7 years ... (stock #s in %) AEHI up 33. LEOM up 25. WSGP up 23. CRCL up 20. LEXG, MDDD up 16. XSNX up 15. XDSL up 14. MKBY up 13. MMMW up 12. CBEH up 10. TSLA up 2. GPRE up 2, new high. AMLM up 2, new high .... ECAU down 31, new low with volume. PSPW down 30. PTOS down 29. CBWP down 26. PWDY down 22. CSGH down 21. GWBU down 18. AXPW, CNTO, GERS, ZNNMF down 13. KIOR down 12, new low. AMEL, NFEC down 11. AQNM down 10, new low. LTBR down 10. HSOL down 9, new low with volume.

ISIS, KURDS BATTLING OVER IRAQ'S biggest hydrodam near Mosul. Still in govt hands. Kurds also preparing to retake Syria border post, nearby towns. In recent days, ISIS seized control of 2 Kurd oil fields (30Kb/d total), Kurd towns. Baghdad also still controls hydrodam in Anbar ... Atlantic ocean warming (from global warming) cause of host of climate shifts in last 2 decades: study. Strengthening Pacific trade winds; sea levels, sea surface cooling in E Pacific; ocean current patterns, Cal drought intensity among results. Also, Indian Ocean warmed more than the other oceans last 20 yrs. When pressure difference between Atlantic, Pacific basins ends, researchers expect sudden acceleration of global avg ocean surface temps ... Cal broke state record for worst drought ever. Could run out of water in 2 years. (Got a couple inches in south last 24 hours, caused mudslides.) ... Europe on pace for warmest summer since '06: experts ... Wildfire smoke may be worse for climate than previously thought ... Dozen US states filed suit vs. EPA over power plant carbon emissions rule ... NM State U researchers patented method to convert wet algae biomass directly into crude biodiesel. DOE, DOD funded research. (Tell Toledo OH.) ... TX power industry split over $600M powerline project intended online in '18 ... Rosneft $4.25B deal despite sanctions. (Should be more on it later.) ... San Onofre nuke decommissioning to cost $4.4B ... Nigeria, Shell failing to clean up Niger delta: report ... Clean/renewable heating, cooling now part of Massachusetts RPS after gov signs ... Siemens $25B finance arm to promote nascent clean/ren techs ... GEVO sees MN biofuels plant breakeven this year. Hope for 1M gal/yr isobutanol production by yearend. 3M gal in '15. Also makes 18M gal/yr of ethanol ... Sharp shifting focus to energy storage systems using lithium-ion batteries ... Stanford prof says Cal can exit fossil fuels by '50, create 220K jobs in process ... Murphy US added E15, E85, biodiesel to 4 gas stations in Iowa ... Renewable Algal Energy (Swiss) says 4Q14 target date for their 1st commercial algaefuel production ... Velocys' 4-company JV to build 1st commercial gas-to-liquids plant in Okla. Online in '16 ... More oil comps abandoning Arctic drilling plans, letting leases expire ... Coral damage from BP Gulf of Mex spill worse than thought ... Westinghouse to build nuke reactor in Bulgaria to expand plant that ops 2 Russia-designed reactors. ~$5B ... Iran to supply el to 1K villages in Sri Lanka. $110M. 400 villages already done. Iran also implementing 70 water, power projects - $3.8B worth - in other countries. Also exported over 3.2Gwh of el to neighbors in March-June, up 12.4% over last year ... Alaska Energy Authority approved $20M loan for 5Mw hydropower plant. Online '16. Total cost $28M ... Bolivia expects at least 163Mw clean/ren power capacity within 10 yrs. 1st wind farm online this year - 3Mw ... Boralex (Canada) bought 14Mw wind project in France. $34M to complete ... Fotowatio closed finance on 70Mw solar project in Australia. $95M Australia govt grant. 1st large scale project in Australia to use mechanical trackers ... Sumitomo Mitsui offering loans for solar projects under 2Mw in Japan ... Asia Development Bank, 2 comps to set up private equity venture in Asia to fund projects. Initial $400M. To invest in clean/ren power, water, climate-related biz ... India plans up to 20Gw of solar parks ... India property developer plans 100Mw solar capacity by '19. $148M. 1st 24Mw this year ... Philly biofuel comp plans $400M biodiesel plant in Ohio. 120M gal/yr cap ... Suzlon may return to profit in 4Q, pay down near 1B euro debt ... First Solar (FSLR) to build 52.5Mw plant in Jordan.

MONDAY OPEN ... Dow down 24, Naz up 14, SP up 3. Volume light. WTI over $98, Brent over $105. Armenia-Azerbaijan clashes ... (stock #s in %) LEOM up 50. WSGP up 37. LEXG up 13. GPRE up 1, new high. PEIX up 1, new high .... AMLM down 23. GERS down 20. AMEL down 18. EVSI down 15. CBWP down 11. CGYV, MDDD, USEI down 10. LSCG down 5, new low.

Saturday, August 2, 2014

MASSIVE LIBYA OIL DEPOT SET ON FIRE by militia earlier this week ... ISIS moving toward Baghdad from South in pincer move ... Story now the tanker with Kurd oil too far offshore TX for jurisdiction. Still looking for buyer ... Most experts agree Russia oil production to peak in '18-'19. Especially without Western tech help with fracking, Arctic offshore drilling ... Bulgaria unrest coming up over energy, banking ... Energy workers strike threat in Argentina to hold back shale development ... Tesla (TSLA) broke ground for battery gigafactory near Reno, NV. Still reviewing sites in Cal, TX, AZ NM ... Sunpower (SPWR) planning new 700Mw panel factory on swelling demand. Online '17. 350Mw plant to start up in '15. 5-yr plan to double market share ... Reportedly a tanker with $40M of US oil bound for S. Korea ... Penn appeals court affirmed rights of municipalities to regulate locations of oil/gas development. State regulators can be required to notify public water suppliers but not private water well owners of drilling-related spills. Also upheld law's limits on what doctors can disclose about proprietary fracking chems, endorsed public utility's ability to use eminent domain for natgas storage facilities ... Shell made major oil discovery in E Gulf of Mex deepwater. 100M BOE ... Venezuela considering sale of Citgo. $10-15B. 750Kb/d refining capacity at 3 refineries, 48 storage facilities, 3 pipelines, stakes in 6 other pipelines ... AZ Public Service requesting permission to own rooftop solar systems, rent roofs. 20Mw on ~3K homes. To pay $30/mo for roofs. They now charge homeowners with solar systems 70 cents/Kwh - ~$5/mo ... Bakersfield, Cal hotel reducing cooling costs 37-44% with solar carport, energy efficiency measures. 102Kw. Installed by REC Solar. 8-yr payback.

Friday, August 1, 2014

FRIDAY CLOSE ... Market down 69/17/5. Volume a little heavy. Naz fell below 50-day lines. WTI over $97, Brent over $104. US NG $3.82. Greece bond ratings raised 2 levels by Moody's ... (stock #s in %) PSPW up 52. AMEL up 50. PWDY up 48, new high with volume. WSGP up 33. GWBU up 31. CSOL up 30. AMLM up 17. CNTO up 16. PRHL up 15. SENY, LEOM up 11. TSLA up 4 .... NGLPF down 33. CABN down 31, new low with volume. MDDD down 28. CGYV down 27. JUHL down 17 with news. SRWRF down 16. ASPW down 15. CCTC down 14. XSNX, BLQN down 13. XDSL down 12. MXWL down 10 after reporting. DPSM down 10.

HUMANITY'S CHOICE IN 25 YEARS may be between conventional energy and drinking water: studies. Power utilities don't realize - or even record - how much water they use ... $1.60/gallon gasoline tax could help prevent "grim" future: IMF chief ... Russia banned imports of most of Poland's fruit, vegetables ostensibly in retaliation for sanctions ... LNK (backed by US investors) added 5th biogas power plant to 4 already operating in Ukraine ... Lithium battery market for light duty vehicles to grow from $9.6B in '12 to $26B in '20. Lithium-ion batts need graphite, nickel, cobalt, lithium. Current global graphite demand for batteries 83K tons/yr. Growing 20-30%/yr. Tesla's gigafactory will need 93K tons/yr ... Apple expected to sign on to gigafactory team ... China controls near 80% of graphite market. Exports only small portion. Exports taxed heavily ... Graphite dust a big enviro problem. A reason Musk decided to source graphite from N America. One Canada comp sitting on 730K tons of the right kind of graphite. $2.2B worth. A 67-cent stock. (I know, I'm trying to find it too without paying heavy cost for investment service. Good luck.) ... Musk: EV price parity with gasoline-powered cars within 10 yrs ... Scientists say SIberian holes may be caused by methane eruptions. May be connected to global warming climate change ... Suntech to provide 7.5Mw off-grid solar power for rural school, villages in Malaysia ... Vestas to supply 53Mw of wind turbines for Allianz project in Sweden. Online by '16 ... U of TX Austin installed 2 solar-powered charging stations for electronics, el bikes. Battery backup. Cost ~$60K each ... Japan life insurance comp to loan $9.7M for 8Mw solar project in Fukushima ... Inter-American Development Bank to loan $66M for 64.8Mw solar project in Uruguay ... Energia dos Ventos to build 109Mw wind farm in Brazil ... Edison, EDF EN, F2i launched 600Mw clean/renewable energy group ... Hareon Solar plans 100Mw Dubai solar JV ... Alpha to close some WV coal mines. Layoff warnings to 1K workers ... Enviros suing EPA over resetting deadlines for soot curbs ... FWS banning GMO feed, bee-killing chemicals nationwide ... Greenpeace ship leaving Russia ... Western governors oppose new Pacific offshore oil/gas drilling.

FRIDAY OPEN ... Market down 55/11/1. Volume slightly light. 209K new US jobs July. US manufacturing up fastest in 3 yrs. China manufacturing at 2-yr high. UK manufacturing up slowest in year. Italy manufacturing at 8-month low. WTI over $97, Brent over $105 ... (stock #s in %) CSOL up 90. CERPQ up 48. SENY up 17. AMEL up 16. LEOM up 11 .... ENSL down 18. JUHL, ASPW down 15. CBEH down 14. BLQN down 13. XDSL down 12. DPSM down 11, new low. ECAU, SPIR, NORX down 11. WPRT down 10. GEVO down 7, new low. TERP down 2, new low. AEIS down 1, new low.

Thursday, July 31, 2014

THURSDAY CLOSE ... Market down 317/93/39 in global selloff. Argentine default. Greenspan prediction yesterday. Volume heavy. Dow, SP fell through 50-day lines, Naz hit theirs. Russia oligarchs blacklisted by EU. G7 oppose new World Bank projects in Russia. WTI under $98, Brent under $106. US NG $3.87 ... (stock #s in %) ASPW up 62. CGYV up 52. NGLPF up 49. LSCG, XDSL, MDDD up 33. PTOS up 31. AWSL up 29. BSRC up 27. PWDY up 26. AMLM up 20. WSGP up 19. UBRG up 16. CSGH up 13. AMRC up 11 .... IFXY down 48, new low. LYSDY down 32. GEVO down 29 on news. GWBU down 24. CCTC down 19. CNTO down 18. DPSM, SLMU down 12. SENY, CREG, AMEL down 10. AMPD down 9, back on bottom.

JAPAN CUT SOLAR TARIFFS BY 1/5 ... California, Mexico signed pact aimed at reducing GHG emissions ... Water may run out in Sao Paulo in 100 days ... New Jersey launched $200M bank to develop microgrids ... Panasonic to help Tesla (TSLA) build battery "gigafactory" ... US crude production down 122Kb/d last week to 8.44Mb/d: EIA. (May be EIA effort to realign estimates with actual output.) ... 2 comps to build world's largest cellulosic biofuels plant in China. Will use 1-1.3M tons/yr of ag residues. To use Novozymes enzymes. ~$325M investment ... Over $192M worth of natgas lost in '11 from leaks in US pipelines. (Plus the emissions.) ... Iberdrola to build 202Mw wind farm in TX. $400M. Complex capacity 606Mw when completed ... Boralex unit bought 14Mw wind power project in France. Online by '16. 25M euros ... NYSERDA to fund $250M of clean/renewable power projects ... Brazil development bank will allow solar developers to import solar panels until '20. Then local content rules will apply ... GEVO sold $18M of shares at 60 cents each to fund renovation of MN biofuel plant ... Sun Edison (SUNE) got $46M construction loan for 18Mw solar project in Ontario. Online this year, then selling to Firelight. German bank also to provide up to C$63M long-term debt for the project ... India could save itself $42B in solar imports by helping develop its own solar industry: KPMG. Indian solar factories operating at 1/5 of capacity ... Tata unit completed 2Mw rooftop solar project in India. Another 1Mw next year at same location ... Demand for solar power credits in India rose to 4-month high this month after a utility entered the market to comply with govt clean power targets. Credits cleared at minimum price of $154/Mwh. Wind, hydro, biomass credits trade separately ... Japan fabric maker to build 6.2Mw biomass plant for $29M. Wood chip fuel ... Deutsche Bank funding Gestamp Solar's 31.5Mw solar project in Japan ... American DG Energy aims to raise $20M in public offering ... Centrica, DONG halted development of 2.2Gw wind project ... Municipal waste could provide 12% of US electric, heat tens of millions of homes, businesses: Columbia U. center. Also would keep 123M tons of GHG emissions/yr out of atmos, reduce coal use ~100M tons/yr. Non-recyclable plastic could be converted to oil - 6B gal gas/yr ... Smuckers committed to sourcing only deforestation-free palm oil ... Tighter ozone limit would shutter 1/3 of US coal power plants: NAM study ... BLM leasing Colo tract for coal mining for $2.9M.

THURSDAY OPEN ... Market down 175/59/21. Volume normal. WTI over $99, Brent over $106. Argentina default ... (stock #s in %) PTOS, AMLM up 31. LSCG up 29. BSRC up 27. UBRG up 25. WSGP up 19. XDSL up 16 with news. MMMW up 13 with news. CSGH up 13. ABAT up 9 .... GEVO down 28, new low with volume, news. CBWP down 21. MDDD down 20. ECAU, LYSDY down 17. AMEL down 15. GERS down 13. SLMU down 12. CJES down 11 after reporting. CCTC, XSNX down 11.

Wednesday, July 30, 2014

WEDNESDAY CLOSE ... Dow down 31, Naz up 20, SP flat. Volume normal. WTI under $100, Brent ~$106. NG $3.78. Fed standing pat on tapering. Greenspan: stocks to see "significant" correction. Gold under $1,300 again. Argentina default? ... (stock #s in %) VNDB up 100. IFXY up 60, new high. PWDY up 40. CABN up 23. CNTO up 22. OPTT up 16. GERS, BLQN up 15. PSPW up 13. POWI up 11, jumped through all lines. HYGS up 11 after reporting, day 4 of surge out of lines. CDXS up 10 with volume, heading up .... ECAU down 41, new low with volume. BOPO down 25. AWSL down 24. BSRC down 20. NGLPF down 19. AMEL, MDDD down 16. PTOS down 14. JUHL down 13. NORX down 10. ACPW down 9, new low with volume. KIOR down 2, new low.

RUSSIA'S ABILITY TO TAP NEW OIL RESOURCES targeted by latest US, EU sanctions. Latest drilling tech to be withheld. Exxon, BP affected ... World Court unit ruled Russia must pay $50B to former Yukos shareholders. Russia expropriated Yukos in '05. Russia to appeal ... Ukraine parliament rejected allowing EU, US comps to buy up to 49% of Naftogaz. Also against liquidating Naftogaz or splitting it in 2 to conform with EU rules ... Rosneft says profits rising despite sanctions ... US judge ordered seizure of Kurd oil on tanker off TX coast. (Yesterday I reported it was being unloaded in Galveston. That was wrong.) ... Stanford researchers, including Chu, claim major breakthrough in lithium batt design. Pure lithium anode could boost EV range to 300 miles ... DOE taking 1st steps to curb leaks in natgas systems (pipelines, compressors, etc.) ... Small islands 1/2 world's most climate-vulnerable real estate: study. S Pacific summit just held on it ... Peru got high-tech map pinpointing illegal destruction of its trees ... Global warming among top US national security concerns: defense experts ... Sea star plague spreading in Pacific offshore Cal ... Exelon to buy Bloom Energy fuel cell plants ... Styrene listed as possible carcinogen ... NM nuke waste repository cited for 52 safety violations ... Duke Energy buying $1.2B power gen capacity ... TX onshore oil production up 27% last month: regulators. (Not clear if that's over last year or previous month this year.) ... SMA Solar cutting 600 more jobs, may lose up to $60M this year ... France $13.4B energy plan to spur efficiency, clean/renewable power using tax credits, low-interest loans. Now legislature approval sought. (I still don't understand why they want to cut nuke power back to 50% of total power gen. Nuke is 24/7 CLEAN power.) ... Brazil's 1st solar-specific power auction drew 10.8Gw interest. Also 626 wind projects proposed, 8 biogas projects. Oct 31 auction. Govt expected to buy ~1Gw solar ... BMW offering fast batt chargers to help EV sales ... Trees soak up air pollution, provide $7B/yr in US health benefits: study ... TX city dumped special powder in reservoir to fight evaporation ... Green Plains (GPRE) 2Q profit up 5x over last year to $32M on revs of $838M. 6 mo net $75M vs. $8.5M last year ... Global biodiesel market to see 8.1% CAGR through '18: TechNavio report ... India could save $3B/yr of petrol imports with E10 policy ... US utilities importing more coal from countries like Russia, Colombia, Indonesia to hedge against poor rail service, fulfill unique blends, lower costs vs. US coal. 1.23M tons imported 1Q14, up 73% over 1Q13 ... Ongoing BNSF backlog stranding grain shipments across Great Plains, threatening to shut down Wisc coal power plant by Jan ... New software to let EVs "talk" with utilities to help manage grid stability ... Jinko Solar getting $225M investment for new projects. China Development Bank led funding. Jinko to develop over 600Mw this year ... China solar exports up 18% to $7.42B 1H14 over 1H13 ... UPS reached '16 goal of reducing global CO2 emissions 10%. New target 20% by '20. Reduction of 1 mile/day/driver saves up to $50M/yr plus less emissions. 3.6K of 96K vehicle fleet now using alt fuels. Going to LNG ... India's Uttar Pradesh planning 300Mw solar auction. Bids by Sept 8. Another 20Mw auction for projects under 5Mw ... Astonfield to build 2 solar projects - 4Mw total - in Mauritius. $8.2M. Part of 10Mw auction ... Xinyi Solar to raise $100M in share issue ... NRG Yield raised $652M from stock sale.

WEDNESDAY OPEN ... Dow down 54, Naz up 21, SP up 2. Volume light on Fed wait. WTI over $101, Brent over $107. US GDP up 4% 2Q. US added 218K new private sector jobs in July: ADP ... (stock #s in %) IFXY up 63. DSTI up 45. LSCG, PSPW up 17. XDSL up 16. DPSM up 15. POWI up 12. CNTO up 10. ABAT, XSNX up 9 .... ECAU down 33. CBWP down 30 after yesterday's jump. WTWO down 25. LEOM down 14. SENY down 12.

Tuesday, July 29, 2014

GLOBAL WARMING COULD COST US ECON $150B/YR if carbon emissions not adequately reduced: White House. ($150B/yr. Is that a lot? We spend $150B/yr on studying fish crap. Maybe the White House meant something else or more money. Maybe they missed a decimal.) ... Global warming, smoggy air will likely make it more difficult to feed growing world population: MIT-led study ... EPA released final pollution reduction plan for Navajo coal power plant, one of US's largest coal plants ... Cal to work with Mexico on carbon pricing, other climate, enviro programs ... Rising amount of heat-trapping water vapor in atmos caused by human activity: report ... China refrigeration demands with changing diet will add to global warming ... Australia think tank warns of effects of global warming on public health. Yet they dropped carbon pricing ... EPA not acting on drinking water risks: GAO ... Cal city says emails show "illicit, illegal" relationship between utility, regulator ... AEP exec calls EPA power plant carbon emissions rule "not credible" (Yea, right.) ... Canada regulator ordered work halted on Enbridge intl pipeline ... New Jersey moving forward with distributed energy resource plan. $200M allocation ... Solar panel prices expected to rise in US from new tariffs on China/Taiwan solar comps. China solar projects also to fuel higher panel prices ... Japan plans to step up support for coal power plants in developing countries. $4B/yr worth. To sell Japan coal tech. Earlier this month, Japan Bank for Intl Coop loaned $202M to Vietnam comp to help it purchase Japan coal plant equipment ... DOE has developed porous silicon that can replace graphite in lith-ion batts, hold 10x more charge ... MIT now developed spongy graphite to generate steam with solar cells. (Good for desalination, hygiene systems, sterilization, remote aps.) Layer of graphite flakes over carbon foam. Floats on water. 85% efficiency ... 2 Wisconsin utilities - once among solar proponents - now say solar industry has grown so much it's hurting their biz, customers. (Aw. Really hurts customers?) ... TransAlta to build, own, op 150Mw combined-cycle NG power plant in Australia. AUD $570M. Online '17 ... BluEarth got $77M loan for 15Mw run-of-river hydropower plant in BC Canada. Online '16 ... Sunpower (SPWR) to raise another $25M in stock sale ... Plug Power (PLUG) got another WalMart order for 286 fuel cells. 3Q delivery. (Not much backlog.) 10th WalMart site to use PLUG FCs for forklifts ... UK Green Investment Bank funding 4Mw biomass boiler at Scot distillery ... Suzlon to double India wind installs. Raised Bloomberg est. 13% to 2.6Gw wind installs this year ... Intelligent Energy (UK fuel cell maker) signed 2-yr, "multi-million" pound deal with Japan automaker ... German solar installs much weaker this year. US, UK, France more than expected: Solar World ... NextEra to start construction of $300M Ontario wind project despite local disapproval. (Um, we don't like to do anything against local people's will in clean energy industry. Hopefully, opposition is from irrational old guard.) ... SBC (UK) plans 49Mw solar project on Welsh island ... Over 39Gw solar (PV, CSP) installed globally in '13. 1/3 of all newly added clean/ren powgen cap: Worldwatch ... Another giant hole found in N Siberia permafrost. 3 now ... Keep your boots on, pards, and powder dry. Onward and upward. Happy trails and tie downs. Vaya con Dios.

TUESDAY CLOSE ... Market down 70/2/9. Volume a touch over normal. WTI over $100, Brent over $107. US NG $3.75. Russia violated nuke arms treaty: US. (Trust but verify. I guess this is verify.) More EU, US sanctions on Russia. O goody ... (stock #s in %) CBWP up 172 on news, volume. WTWO up 100 with volume. LEOM up 29 with volume off bottom. NGLPF up 26, new high. BLQN up 17. GEVO up 13 with volume. AMSC up 12 with volume, climbout from May continues .... AEHI down 66. CSOL down 42. ECAU down 37, new low with volume. GWBU, MGLT down 31. LSCG down 30, new low with volume. IFXY down 27. PWDY down 25. AMLM down 23. CCGI down 21, new low with volume. XDSL down 14. CNTO down 13. PTOS down 11. TERP down 2, new low. GPRE down 1 with volume after hitting new high.

ISIS REPORTEDLY TOOK SYRIA NG FIELD that supplies Damascus, then pulled out after destroying field's equipment, taking 15 tanks before Syrian jets got there ... May not be enough WTI-compliant oil around to deliver on futures contracts ... IMF cut '14 global growth forecast to 3.4% from 3.6% on slowdowns in China, US econs, increased possibility of military conflicts. Sees possible "sharply higher" oil prices from Mideast "unrest" ... Iraq parliament named Kurd as President (powerless) ... Tanker of Kurd oil - 1M bls - unloading in TX ... Iraq Shiite militia being killed in droves in confrontations with ISIS ... Angola counting on 8 new offshore oil projects to help raise production to 2Mb/d by next year from 1.66M now ... Russia exporting less crude, more refined products ... Poland oil production up 33% over last year to 24Kb/d. NG production near 40BCF in 2Q, up 3% yoy ... S Korea plans to add 60M bls storage of crude, refined products by '20. Wants to be NE Asia oil hub ... Piracy of coastal oil tankers up in SE Asia ... Production costs of Canada oil sands range $51-$107/bl depending on extraction/processing methods ... Pakistan getting China help for $2B LNG import terminal, $1B pipeline ... Lebanon likely to delay offshore oil/gas leases again until next year. (Govt unstable.)

TUESDAY OPEN ... Market up 48/22/4. Volume normal. WTI under $100, Brent over $107. Fed meeting ... (stock #s in %) CBWP up 400 on news. WTWO up 50. GEVO up 18. BLQN up 17. CABN up 14. USEI, ABAT up 12. AXPW up 11. EWRL, NFEC up 10. PLUG up 7 with news, volume. GPRE flat, new high .... IFXY down 19. ENSL down 17. PSPW down 16. CNTO down 13. AMEL down 11.

Monday, July 28, 2014

MONDAY CLOSE ... Dow up 22, Naz down 4, SP flat. Volume light. WTI over $101, Brent over $107 ... (stock #s in %) CSOL up 90. AMEL up 73 with volume, news. ECAU up 30. CNTO up 23. PSPW up 19. NGLPF up 17. GWBU up 16. HYSR up 13. NORX up 11 .... PPRW down 43. BLQN, CRCL down 36. BFRE down 27, new low with volume. CABN down 22 new low with volume. PRHL down 20. POLR down 16. LEOM, AMTX down 15. USEI down 15 with news. XDSL, CCTC, AMBT down 12. OOIL down 11.

COMMERCE DEPT DUTIES ON CHINESE SOLAR 10-54% for dumping below market prices. Separate from June duties of 19-35% for unfair subsidies for China solar comps. Final rulings later this year ... Significant levels of bee-killing chem found in Midwest waters ... Sun Ed bought 156Mw solar project from Community Energy ... Hannon Armstrong (HASI) to finance Sunpower (SPWR) home solar projects ... Britain to make more land available for oil/gas drilling (fracking). 1st expansion since '08 ... Second hole in Siberia permafrost drawing fresh attention to warming Russia tundra ... US issued cessation orders against Tennessee coal mining comps ... US agencies continued to cut their GHG emissions in past year ... UK regulators getting support from industry, enviros on way to measure emissions from burning wood chips ... Tropical fish migrating north destroying temperate kelp forests ... Some flies may be poorly equipped for drier climates: study. (That may be good news?) ... DOI moving to open up more US Arctic offshore oil/gas leases ... Rosneft (facing sanctions) won't be joining Exxon in Arctic Alaska NG field development ... China State Grid Comp buying 35% stake in Italy grid for 2B Euros. (China buying Italy?) ... Australia OK'd largest coal mine ... German govt paying more utilities than ever - 20 - to help stabilize grid with increasing wind, solar power. Utilities pledging to cut, add power within seconds. $1.1B power balancing market. Can be paid up to 400x wholesale power prices ... White House indicating biofuel blend mandates to go up ... Venezuela $4B oil-for-loan deal with China. Venezuela inflation hit 62% in last year. $40B borrowed from China since '08. 100Kb/d more to be exported to China, 500K now. (China buying Venezuela?) ... US refineries' production highest level since '89. 16.8Mb/d last 2 weeks. Profit margins good ... Nigeria to probe 248 abandoned containers of power (grid?) equipment ... Sauds committing over $109B to clean/renewable power by '32. 20-23% of total power target ... First Solar (FSLR) to supply 100Mw for XSOL Japan projects ... Brazil's Pernambco held nation's 1st solar power auction last year. Now on hook to buy the power, unable to find other bidders. 96Mw @ $102.5/Mwh for 20 yrs. Solar power costs ~75% higher than wind ... GE to deliver 76Mw wind power equipment in India to 3 projects, 126Mw total for projects. Online mid-'15 ... Japan Asia Group to build 20Mw solar project in Japan. Construction start 1H15 ... NRG Yield planning $400M note sale to fund Alta Wind deal ... Hareon Solar to build $970M, 600Mw solar project. (Good luck with numbers?) ... Dutch consortium closed finance on 144Mw offshore wind farm.

MONDAY OPEN ... Market down 46/33/9. Volume light. WTI over $!01, Brent over $107 ... (stock #s in %) AMEL up 106 with volume, news. CSOL up 90. WTWO up 50. ECAU up 26. ENZR up 13. CREG up 10. GPRE up 1, new high .... PPRW down 43. CRCL down 40. BLQN down 36. WWPW down 30. PRHL down 27. XDSL down 25. ENSL, UBRG down 13. ENPH down 12. TMEN, USEI down 10. AMTX down 9.

Friday, July 25, 2014

ISIS STOLEN OIL CAN'T GET ACROSS IRAN BORDER. Iran won't take ISIS black market oil trucks. Sauds warning Iran not to intervene to support Iraq Shiites, ignoring Iran appeals to join in stopping ISIS. US drone base in Irbil ostensibly to protect Kurd (Iraq) oil assets. Sauds likely to depend on Egypt troops to defend their north border ... 7 states of Colorado River Basin depleting groundwater reserves at rapid rate: study. 17.3T gals lost '04-'13 - 2x of a full Lake Mead. Not known how much water left. Current drought entering 15th year. Basin supplies water for 40M folks, irrigates 4M acres ... Cal gov to sign climate pact with Mexico ... Global warming found not driving tropical soil carbon into atmos ... As shorelines shrink, Cuba looking to revitalize mangrove forests ... June global avg temp highest on record for month. 1.3*F over 20th century avg of 59.9*F ... UK announced over 200M Pound/yr cap to clean/renewable subsidies. 50M for established techs - onshore wind, solar, etc. 155M for new techs - offshore wind, ocean power ... EC approved UK clean/ren power contracts, "capacity payments". Also approved $17B UK awarded 5 offshore wind farms ... UK legally bound to reduce GHG emissions 50% by '23-'27 from '90 levels ... Colorado court struck down Longmont fracking ban ... IEA forecasts 1.3%/yr increased global oil demand '13-'19. Assumes global econ growth of avg. 4%/yr vs. 3.6% this year. Oil use to econ growth ratio falling over time. IEA also predicting 1.6%/yr growth of liquids supply (crude, condensates, NGLs, biofuels combined). Lots of risky assumptions, maybe too rosy ... $5.4T spent on oil/gas exploration/production past 6 yrs. Little to show for it ... Global biomass power gen market est. to grow 7% CAGR '13-'18 ... New energy paradigm: 1, world oil demand now driven by emerging economies. 2, growth in oil production since '05 has come from lower-quality HCs. 3, stagnating world production of crude means significantly higher prices. 4, geopolitical disturbances holding back growth in oil production. 5, geological limitations also holding back world oil production ... Suzlon Q loss narrowed to $125M. Income was up 20%. India wind market improving ... Infosys to invest in 200Mw of clean/ren power by '18. To spend $233M for wind, solar, biomass, hydropower ... Showa Shell unit to build 13Mw solar plant in Japan. Online in '16 ... 2 Portugal comps investing $296M in 4 wind farms in Portugal. 171Mw total. Online mid-'15.

FRIDAY OPEN ... Market down 149/18/5. Volume slightly light. WTI over $!01, Brent under $107. US capital goods spending up in June ... (stock #s in %) MDDD up 27. HYSR up 19. CABN up 11. BIOF up 8 with volume, near top .... NGLPF down 23. CERPQ, ECAU down 16. BHWX down 15. XDSL down 14. PSON down 11 with news. LSCG down 11, back on bottom. CGYV down 11. GPRC, TMEN down 10.

Thursday, July 24, 2014

THURSDAY CLOSE ... Market flat, mixed. Volume normal. WTI ~$102, Brent over $107. NG $3.86 ... (stock #s in %) CRCL up 56. USEI up 54 on news. WWPW up 24. POLR, ECAU up 20. CERPQ up 18. BHWX up 17. CNTO, CSOL up 16. GERS, CABN up 12. NORX, OOIL up 11. SCTY up 4 .... DSTI down 31. GPRC down 27. GWBU down 24. MDDD down 21. LSCG down 16. DPSM down 15, new low. ZAAP down 14. PWDY down 13. KNDI down 10.

ISIS BATTLING FOR SYRIA NG FIELD that supplies Syria, Iraq power plants. 700 reportedly killed ... Large Iraq refinery at Baiji still in Baghdad hands, but surrounded by ISIS, no longer operating ... Baghdad threats of lawsuits, retaliation against buyers seem to be keeping Kurd oil exports off market ... New CIA drone base near Erbil. (Can they reach E Ukraine?) ... Germany ready to help Nigeria with clean/renewable power gen ... India uranium exec suggesting people with deformities were "imported" ... China energy plans will exacerbate climate change: Greenpeace ... India plans to auction 1.5Gw solar power capacity. "Solar may supply power as cheaply as coal 5 yrs earlier than expected." (By '17.) ... Study uncovered error in data measuring Antarctic sea ice ... Climate models more accurate when considering natural ocean cycles: study ... Banning power blackouts a prime Pakistan policy goal ... TX, OK would be among biggest econ winners under proposed EPA carbon emissions rule. Yet their governors oppose it vociferously ... Water prices soaring for Cal farmers (drought growing) ... IL court OK'd utility surcharge to pay for Future Gen "clean coal" project ... Maine LNG import project began filing process to export LNG ... US crude production down 27Kb/d last week to 8.56Mb/d: EIA (EIA may be compensating for previous overestimates.) ... USDA, private sector launched $10B fund to boost rural infrastructure projects ... TX regulators slammed EPA database that shows them lagging. (TX just spent $7B on transmission lines to get western wind power to eastern cities. They ain't laggin'.) ... Offshore wind turbine platforms can be rich sources of foods that sustain harbor seals. (Are harbor seals that much concern? Maybe when they overpopulate from extra food.) ... Iberdrola, GE Hitachi deal to reuse existing reprocessed plutonium in UK for power gen. Est could recycle UK's entire plutonium stockpile - over 100 tons - in 25 yrs ... Consumers Energy selected 4 Mich farms to produce power with anaerobic digesters ... GE tech chosen for combined heat/power project in Mexico. 13Mw power ... Arch Coal idling Cumberland River Coal complex in VA, KY ... BWEN (Broadwind) got $34M order for wind towers from US comp. ~2/3 BWEN's '15 output sold ... Sharp pulling out of Italian thin-film solar venture to end overseas solar panel production. Selling 1/3 stake to Enel for basically nothing.

THURSDAY OPEN ... Market flat, mixed. Volume normal. WTI over $102, Brent over $107. Gold below $1,300. Ukraine govt collapse: 2 parties quit, premier resigned. new elections sought ... (stock #s in %) USEI up 48 on news. GERS up 23. XSNX up 12. OOIL up 11 with volume. NORX up 11 .... PWDY down 44. GPRC down 25, new low with volume. CBEH down 23. MDDD, NGLPF down 22. MMMW down 16. LSCG down 14. SOPW down 13. CCTC down 9.

Wednesday, July 23, 2014

WEDNESDAY CLOSE ... Dow down 26, Naz up 17, SP up 3. Volume about normal. WTI over $103, Brent over $108. NG $3.78 ... PWDY up 134. PPRW up 75. WTWO, BFRE up 33. PTOS, LEOM up 32. BSRC up 26. LYSDY up 22. SRWRF up 20. LMRMF up 17. POWR up 12. NGLPF, IFXY up 11. SSOL, BIOF up 10 .... HYSR down 28. ECAU, GERS, CGYV down 25. CABN down 23. SENY down 17. GEVO down 15, new low. CBAK, CCTC down 12. KNDI down 12 on volume. AMEL down 12, new low with volume. AMBT down 9, new low.

MARS S. POLE ICE CAP SHRINKING 3 summers in row: NASA. (Mars orbit eccentricity ~5x greater than Earth's. Dust storms contribute to planet warming. Little empirical evidence Mars is warming. We can measure sun's output accurately. We know sun is not heating up solar system.) ... Scientists found way to cool solar panels to improve performance. Specially-patterned layer of silica glass added to cells ... Carolinas may face billions in flood damage by '50 ... Increasing floods in SE Asia crippling families, wrecking villages ... Europe's wind power industry cut forecast for region's installs to 192Gw by '20 from 230Gw forecasted in '09, '11. Falling power demand, econ slump, govt regs uncertainty. 23.5Gw offshore wind forecast. EC downgraded '20 power demand forecast 11% ... Onshore wind power now cheapest form of new power in Denmark. Wind plants to come online in '16 will provide power at 1/2 price for coal, NG power. ~5 cents/Kwh. Denmark target of 70% clean/renewable power by '20 ... New DOT oil-by-rail rule to overhaul tank car standards, curb speeds for "high hazard" trains ... Groundwater hit record low in Cal's San Bernadino Basin ... DOE seeks investing partners for loan guarantee program ... Argentina biodiesel exports up 14.5x in May yoy to 118K metric tons. 141% over April. Govt cut export duties to 11% from 21% ... US ethanol lowest cost transport fuel in world: RFA study ... U of Twente (Netherlands) researchers found way to improve quality of biofuels before reaching refining. Pack more punch than crude oil, rival energy in diesel fuel. Catalyst of sodium carbonate on sheet of aluminum oxide crystals. Oil then heated in nitrogen to 500*C. Nearly 2x biofuel energy content. Further improvement with adding cesium, sodium carbonate. All waste vegetation feedstock ... Ukraine's cabinet may waive clean/ren tax exemption ... Colombia opened up oil/gas leases to foreign investment. Statoil got license ... S Portland, Maine to restrict export of Canada oil sands from its port. Now needs legal defense fund for likely oil industry challenge ... Attempts to maintain ceasefire, stabilize S. Sudan failed again. Their oil production down to 165Kb/d ... Tesla (TSLA) delivered 7.8K cars in 2Q ... KfW green bond up to 2.65B Euros. Banks, corporates issued $17.6B of green bonds 1H14 vs. $10.8B 1H13 ... Exxon drilling rig left Norway over weekend for Russian Kara Sea for JV project with Rosneft. $3.2B exploration phase ... Illinois court requiring utilities to buy power from carbon capture, sequestration plant ... ABB will no longer bid on orders to design, build solar projects after disappointing 2Q ... Suniva to build 200Mw solar cell/panel manufacturing plant in Mich. Construction start 4Q ... DOE, NRG Energy began work on world's biggest CCS power plant. Also will help oil extraction. $1B project in TX. 80-mile pipeline ... Solar 3D (SLTD) to install 3Mw at Cal winery ... Power Secure ( POWR) got $140M of orders. Pair of utility-scale solar projects. Also $20M orders for generation systems, several additional solar projects ... PSEG Solar Source buying 3.6Mw solar project in Vermont from Juwi Solar. Online later this year ... Babcock, Wilcox got $80M deal to build 280Mw biomass plant in Denmark for Dong Energy. Mostly wood chip feedstock. Online in '17 ... Scotland OK'd 171Mw extension to wind farm to bring total to 512Mw. Also OK'd new 69Mw wind project. Scotland already providing over 1/3 of UK's clean power gen ... Orix (Japan) to build up to 15 geothermal plants in Japan next 5 yrs. Up to $246M investment ... Solexel raised $31M from VC funds ... United PV bought 20Mw asset.

WEDNESDAY OPEN ... Dow down 7, Naz up 19, SP up 4. Volume slightly light. WTI over $102, Brent over $107 ... (stock #s in %) PWDY up 81. ECAU up 35. LEOM up 32. PTOS up 12. POWR up 9 on news. LMRMF, LYSDY up 9. GPRE up 1, new high .... HYSR down 29 with volume. GWBU down 24. CABN down 19. GERS down 16. USEI down 13. GEVO down 10, new low. AMBT, ZNNMF down 9.

Tuesday, July 22, 2014

TUESDAY CLOSE ... Market up 61/31/9. Volume light. WTI over $104, Brent over $107. NG $3.81. Sauds opening their stock market to foreigners. China total debt 251% of GDP ... (stock #s in %) HYSR up 81 on volume. Leap off bottom lines (200-days) to over top lines (50s). Had March leap. CBEH up 44. AMEL up 33. OPTT up 31. MDDD up 27. AMLM up 19. CABN up 16. PWDY up 14. XSNX up 12. USEI, BFRE up 11. FCEL up 11 on volume, day 2 of surge off bottom lines (200s). LMRMF, SENY up 10. LYSDY. ACFN up 9. AMSC up 5, 2-month rally continuing .... PTOS down 24. ECAU down 20, new low on volume. LEOM, WSGP down 17. CNTO, XDSL down 12. CRCL, PRHL down 11. LSCG down 9, new low. PLUG down 3 on volume.

THIS JUNE WAS GLOBE'S HOTTEST EVER ... Seas rising 1cm/yr offshore Philippines, Australia ... UN giving climate change policy a major role in dealing with poverty ... Largest ever wildfire in Washington state history ... UK keeping target to cut carbon emissions 1/2 by '26 ... Brazil development bank got $335M loan from German development bank to finance Brazil wind power projects ... KfW to launch green bond ... German states calling for public sector boost for offshore grids ... India to revive accelerated depreciation for wind farms, add 1Gw/yr capacity ... Peru gutted power of its enviro ministry ... Whale sharks migrating to cooler waters as ocean temps rise: study ... Despite leaks, NG emits 1/2 GHGs of coal over its lifetime: analysis ... "Underfunded, understaffed" Pennsylvania oil/gas regulators lax on polluters: audit ... PA failing to protect streams from coal mining: report. (And all the toxins flow down to Ohio River and feeds water supplies for tens of millions of folks. Ode to joy.) ... EPA has improved its radiation monitoring: IG ... National Hockey League 1st major sports league to release assessment of its GHG footprint, climate change vulnerabilities ... NRG Energy buying 4Mw solar project on St Croix from Toshiba ... Sun Ed (SUNE) to build, op 14Mw solar plant in Nevada. Online in '15 ... Solexel, backed by Sunpower (SPWR), raised $31M more to begin commercial-scale solar module production. Uses silicon gas vs. ingots sliced into wafers ... Suzlon to set up wind turbine factory in Brazil ... Shunfeng PV got $322M credit line for solar projects.

TUESDAY OPEN ... Market up 62/32/9. Volume a little light. WTI over $104, Brent ~$108 ... (stock #s in %) GWBU up 23. HYSR up 22. NORX up 16. SENY up 15. OPTT up 14. LYSDY up 12. USEI up 11. FCEL up 10 with volume. ASYS, XSNX up 9. PLUG up 7 with volume .... CGYV down 34. AWSL down 29. NGLPF down 28. PWDY down 25. WSGP down 17. XDSL down 12. BFRE, CABN down 11. SOPW down 10 with news. AMBT down 5, new low. KNDI flat after hitting new high.

Monday, July 21, 2014

EXTRA STUFF ... First Solar (FSLR) applied for 370Mw project in Chile ... TSLA idling Cal plant to retool for Model X SUV ... US EV sales up 38% in 1H14 v. '13.

ISIS TO SHORTLY CONTROL most of Iraq water supply. Still advancing on Baghdad. ISIS seized NG field in Syria ... Iraq oil production/exports increasingly in jeopardy. Baghdad govt in chaos ... Kurds hope to increase their oil exports to 400Kb/d by yearend from 120K now ... Yemen falling into chaos. 100Kb/d oil pipe attacked over weekend ... Libya still in chaos. Not likely to remain a single country much longer. (Like Iraq.) ... Iran nuke talks in 4-month extension ... OPEC said its crude production down 2.5% in '13. Share of global production 43.4%, down from 44.6% in '12 ... Sauds exported 6.99Mb/d in May, least in 3 yrs. Production 9.71Mb/d ... Scarcity of avfuel in Nigeria ... Caribbean refineries going out of biz from US shale boom ... Bakken oil production growth now confined mostly to 1 county ... Quote of week: Bakken oil production to rise to 2Mb/d: Bakken oil exec ... ND crude output up to 1.04Mb/d in May. But flaring reduction plan will hinder growth ... Petrol engineers' pay soared near 60% v. 25% total US econ '03-'13 ... Israel's Leviathian offshore NG reserves raised to 24.9TCF from 18.9. Online '16. Most to be exported ... Lebanon's govt postponed offshore NG auction ... Denton TX city council rejected petition to ban further permitting of fracking. Nov ballot ... US power use peaked in '06. Flat since. (Think about that awhile.)

MONDAY CLOSE ... Market down 48/7/4. Volume light. WTI over $104, Brent over $107. NG $3.85. Russia billionaires in "horror" as Putin risks isolation ... (stock #s in %) GWBU up 85. SENY up 45, zoom over bottom lines (50-days), double in last 7 sessions. XDSL up 33. SOPW up 29, matched Oct-Nov top. ZAAP up 20, back into all the lines. PSON up 18. ENPH up 17. BBLU up 14. PLUG up 13. CBAK up 12. KNDI up 10. AMTX up 3, new high .... ECAU down 44. CRGE down 30. WTWO down 25. BSRC down 24. DPSM down 21, new low with volume. LMRMF down 21. WWPW down 19. AMBT down 17. WSGP down 16. CERPQ down 15. AMLM down 11. AMEL, CABN down 10. ITRI down 10 on downgrade. QTMM down 9.

GLOBAL CLEAN ENERGY SECTOR INVESTMENT $66.2B in 2Q14. Up 8% over '13. Year total likely to top 13's $237B. Q2 project finance up 12% on year to $40.1B. Onshore wind investment up 31% to $18B ... Clean/renewable power gen 56% of new US power gen capacity added in 1H14: FERC. Solar near 1/3, over 1.1Gw. Wind 699Mw. Biomass 87Mw. Geothermal 32Mw. Hydropower 16Mw. Over 1.5Gw NatGas ... Denmark cut subsidies for onshore wind ... California ordered emergency shutdown of 11 oil/gas fracking waste injection sites, review of over 100 more ... China poised for significant expansion in wind power gen. Aiming to add 18Gw new cap in '14. Goal 12% of total power gen cap by '40 ... EIA: Russia has most technically recoverable shale oil resources - 75B bls. US 58B. China 32B ... Cline Shale in TX - not started yet - est. 30B bls recoverable, ~50% more than Bakken, Eagle Ford ... Tuscaloosa Marine Shale in Louisiana, Mississippi just getting started. Est. 7B bls ... Brazil to spend 628M Euro to renovate sugar, ethanol sector through '18 ... Minnesota governor calling on state to drop coal from power gen ... Local officials calling for climate change task force for Florida panhandle. Governor meeting with climate scientists ... Kidney stone risk to increase, creep north with climate change: study ... New DOT oil-by-rail spill prevention rule proposed ... Iowa gave up fed solar grant after utility influence ... Appeals court rejected enviro challenge of EPA-approved Nevada haze plan ... Bandits strong-arming villages for water amid India drought ... Biogas power gen expected to thrive in Nepal ... First Solar (FSLR) abandoned plans to build world's biggest solar plant - 2Gw - in China after 4 years of negotiations over pricing. Never included in comp's pipeline or contracted projects ... EnBW (German utility) sold 20% stake of 156Mw German wind portfolio at 17 sites to 12 regional energy comps ... French car-sharing comp raised $100M to expand to E Europe ... Gamesa got 3 deals in India for total 220Mw of 2.2Mw turbines ... Vestas to hire 800 at Colorado plants by yearend. Growing production levels ... EDP N America got $190M finance from Bank of America for 200Mw Indiana wind project. Indiana Michigan Power PPA ... Alstom to supply 355.5Mw of wind turbines to Renova Energia (Brazil). $433M. '17 deliveries. Turbines to be made in Brazil. Part of '13 deal for 1.5Gw ... Ascent Solar (ASTI) to raise $32M with convertible notes ... Green Highland (UK) bought 2Mw hydropower project in Scotland from SSE. Online in '16 ... Armstrong Asset Mgmt (Singapore) to fund portfolio of mini hydropower plants in Indonesia. $22.5M investment for 50Mw. 1st 5Mw project in Java online in '16. 3 projects - 21Mw total - in Sumatra online later in '16.

MONDAY OPEN ... Market down 118/16/8. Volume a little light. WTI ~$104, Brent over $107 ... (stock #s in %) CBEH up 44. SOPW up 17. XDSL, SENY, ZAAP up 16. MGPHF, USEI up 12. CBAK up 11. KNDI up 9, near top. PLUG up 8 with comment .... WWPW down 19. ECAU down 16. CABN down 15. AMBT down 11. AMEL, CCTC down 10. NENE down 8.

Friday, July 18, 2014

FRIDAY CLOSE ... Market up 123/68/20. Volume normal. WTI ~$103, Brent over $107. NG $3.95 ... (stock #s in %) WTWO, AMEL up 33. TERP up 32 from IPO open. PSON up 26. BIOF up 24, new high with volume. PWDY up 21. CNTO up 17. DSTI up 15. TMEN up 14. MKTY, RNWEF up 12. ABAT, LMRMF, PLUG up 9. SCTY up 4 .... ASPW down 38. BFRE down 33. CSOL down 21. DPSM down 21, new low. AMBT down 17, new low. CABN, MDDD down 16. HYSR, XDSL down 14. BLQN, LEOM, SPIR down 11. QTMM, CRCL down 10.

BONDS LINKED TO CLIMATE CHANGE SOLUTIONS now total $502.6B globally vs. $346B in '13. Low carbon transport, notably rail, 71% of total. Clean power 15%. Climate finance 10%. Green Bonds market $35.8B by comps, development banks vs. $7B last year ... US 13th of 16 major global econs in energy efficiency standings ... India inviting bidders for initial 750Mw solar capacity in FY ending March '15. Part of 1.5Gw solar mission Phase II ... Chile to permit clean/renewable power sales on regulated power market ... US utility-scale solar returns to stay low: forecast ... 2 key Libya ports reopened, but oil ministry says maintenance needed before they can ship oil ... UK auto sector has been revitalized by consistently-applied policy centered on cutting carbon: report ... Cuts to emissions trading proposed by EU, Germany not bold enough for UK ... Duke Energy completed coal ash removal from Dan River ... Terra Form (TERP), Sun Ed's yieldco, raised ~$565M from IPO today. Valued at $2.4B ... Cheneire struck 20-yr LNG purchase deal with French utility ... DOE $3.5M grant for Cellana (Hawaii) algae project to accelerate development of affordable, sustainable algal biofuels. Goal of 2.5K gal algal biofuel feedstock/acre/year by '18, 5K by '22 ... DOE, USDA selected 10 projects for $12.6M of research grants to accelerate genomics to improve plant feedstocks for producing biofuels, biopower, biobased products ... Cemig (Brazil utility) buying 50% stake in 676Mw Brazil wind project from Renova for $50M ... EDF partnering with WindVision to develop 390Mw wind project in France ... China Singyes Solar got underwriters for $150M private placement of convertible bonds ... SSE cut planned size of wind project in Scotland from 242Mw to 201Mw ... InterGen deal with IEnova to buy 50% of Phase I of 155Mw Baja Mexico wind project. $300M project. 3.3Mw Vestas turbines. Online 1H15. PPA with San Diego G&E ... NRG Energy helped make Levi's Stadium 1st US football stadium eligible for LEED Gold certification as new construction ... USDA $13M to help organic food producers.

FRIDAY OPEN ... Market up 48/32/8. Volume heavy. (May be options Friday if July 4 counted.) US leading indicators up .3% in June. WTI ~$103, Brent ~$108. Greece may need another bailout ... (stock #s in %) WTWO up 33. PSON up 31. LMRMF up 13. MMMW, RNWEF up 10. XSNX up 9 .... WSGP down 26. MDDD down 22. DSTI down 21. ECAU down 17. AMBT down 14, another new low. XDSL, QTMM down 14. CRCL down 10.

Thursday, July 17, 2014

STATE OF THE CLIMATE, 2013 released by NOAA. Compendium of trends, events. At www.climate.gov ... Atmos CO2 concentrations up 2.8 PPM in '13 to global avg. 395.3 PPM. Mauna Loa hit 400 PPM for 1st time ever since readings started in '58. Arctic site recorded 400 PPM in spring '12 ... '13 2nd-6th warmest year on record globally. (Different data sets.) Global avg. sea surface temps among 10 warmest on record. N Pacific warmest ever ... Global mean sea level up on pace with trend of ~3.2mm/yr over past 20 yrs ... Arctic's 7th warmest year ever. Arctic sea ice extent 6th lowest. 7 lowest on record in last 7 yrs. South Pole hit record high temp ... Arctic lakes formed from melting permafrost could stabilize long-term global temps by storing more GHGs than permafrost releases into atmos with melting: study. (That could be good news. For years, we were worried about methane releases from melting permafrost creating a disastrous feedback loop of global warming.) ... Cleantech VC has "manifold investment opportunities, scarce capital" ... VC/PE activity continues slow decline ... DONG Energy sold 1/2 of 252Mw offshore wind farm to consortium of Danish pension funds ... Shanghai El Power offering 42.8M Euro equity in its Japan unit to raise capital for 4 solar projects in Japan ... Thailand to increase investment privileges for clean/renewable energy schemes. 25% clean/ren Thai target by '21 ... US House passed bill that could cancel $150M DOE loan guarantee for Cape Wind project offshore Mass ... Terra Form Power (SUNE's yield comp) increased IPO target to $482M ... Rising Development (Hong Kong) buying Hong Kong solar farm operator for HK $620M ... Microsoft buying all output of 175Mw Illinois wind farm ... DOE creating energy efficiency standards for computers, backup systems ... USGS has map of what rising seas can do to beaches ... FERC proposing measures to beef up security of critical grid facilities ... Southeast US utilities, regulators "pretty ill-equipped" to handle industry's rapid transformation ... Com Ed planning superconducting powerline under Chicago ... Shell focusing on east Gulf of Mexico after 3rd major find ... China 3 yrs behind schedule on plan to make world's biggest market for offshore wind ... Yaskawa (Japan) buying Solectria Renewables (US inverter maker), and The Switch (Finland wind turbine parts maker) ... US oil production up 78Kb/d last week to 8.6Mb/d ... Libya says their oil production up to 554Kb/d from under 300K last month ... Oil/gas investment in US soared to $200B/yr, 20% of total US private fixed investment. Never that high ever in US history. (Didn't say if dollars corrected for inflation.) ... Germany topped world energy efficiency rankings ... John Hancock Insurance leading $70M equity finance for 7 solar projects in Mass, ND. Total 32Mw ... DOI to auction ~344K acres offshore NJ for wind power development. May provide up to 3.4Gw power. Sept 19 deadline for aps ... RES US unit closed $508M finance to build wind farms. $222M for 150Mw project in ND. $286M for 200Mw project in MN. Vestas 2Mw turbines. Xcel Energy to own, operate farms.

THURSDAY CLOSE ... Market down 161/62/23. Volume normal. WTI over $103, Brent near $108. NG $3.97 ... (stock #s in %) ONYX up 110. UBRG up 36. BSRC up 31. WWPW up 24. ECAU up 21. USEI up 18. ZNNMF up 17. CCTC up 12. BOPO, CRCL, SSOL up 11. CBWP up 10 .... PSON down 37. TMEN down 20. NORX down 18. POLR, BFRE down 16. AMBT down 12, new low with volume. MKTY down 11. BIOF, IFXY, ZAAP down 10. AMSC down 6.

92GW TOTAL INSTALLED SOLAR PV around world at end of '13. Just under half of 190Gw total distributed power capacity in world: Global Data ... Brazil registered 17.4Gw clean/renewable projects for Sept auction ... Solyes (Brazil) got enviro OK for 1.27Gw solar complex in Bahia. Cost ~$2/watt. 34 of 44 sites approved by power regulator. Solyes has 566Mw more solar in development ... Renovate America closed $50M equity round. RA offers loans for energy, water use efficiency. Uses Cal's PACE program ... Jinko Solar to get $161M finance for acquisitions, power plants, other for 5 yrs. 20Mw rooftop solar in China first up ... UK OK'd EON 700Mw wind project offshore Sussex. Online by '19 ... Wind Stream Tech (Indiana) to build 5Mw solar/wind hybrid plant in Jamaica. Installs in under a day ... 3 banks to finance $74M loan for 24.8Mw solar plant in Japan. Online late '15 ... EWEA predicts Europe offshore wind install slump in '16-'17 ... Global clean energy M&A activity on upward curve since '09 ... KfW's (Germany) 1st green bond up to 2.65B Euro subscribed since issued earlier this month ... Ontario issued 565Mw clean/ren RFP ... Inox Wind (India wind turbine maker) OK'd for IPO ... Australia scrapped carbon price.

THURSDAY OPEN ... Market flat, mixed. Volume a little light. WTI over $102, Brent over $107 ... (stock #s in %) ONYX up 110. BSRC up 31. UBRG up 27. CSGH up 22. CCTC up 17. PWDY up 16. CRCL up 11. NENE up 3 more .... TMEN down 25. BFRE, NORX down 18. XDSL down 14. AMBT down 12. AMSC down 4.

Wednesday, July 16, 2014

TIDAL LAGOON POWER PLANTS may add $46B to UK econ: report ...DOE awarded $6M to 2 projects to develop next gen biofuels to get to $3/gal by '17. SRI Intl (Cal) getting $3.2M to make biocrude from algae. Research Triangle Research (NC) $3.1M to max biomass carbon, energy recovery in low pressure process ... Renewable fuels not subject to new rail tanker regs ... Cummins new ethanol truck engines reduce CO2 emissions up to 80% v. gasoline powered medium duty trucks ... Iowa gov slammed EPA for missing another RFS deadline ... Putin signed several deals in Latin Am in past week. 1st in Cuba to explore offshore oil. Plus forgiving 90% of $32B debt. Cuba may have 124M bls oil, most offshore. Now produces 55Kb/d ... Another deal with Argentina could lead to 2 nuke reactors under "comfortable" finance terms. Also possible help to develop huge Argentine shale resources ... Then MOU with Brazil over nuke plant, spent fuel storage facility ... Finally, in BRIC summit, BRIC bank deal to rival IMF. Plus Putin proposed BRIC energy association ... O yea, Rosneft buying land drilling ops in Russia, Venezuela from Weatherford Intl . Weatherford founded in TX, based now in Geneva ... The new Islamic State (ISIS) selling Syrian oil to Syria. Also reports they're selling Iraq oil. (We've got a hell of a prob, folks. These guys are out for the kill with money. May signal the end of this age.) ... Researchers found when drops of water bounce off highly water repellent surface there's an electric charge. Could lead to charging tronic devices with humidity ... Clean Edge released '14 US Clean Tech Leadership Index. Solar, EVs, climate policies, green finance drove index growth. Free download @ www.cleanedge.com ... NRG Energy donated $100K to fund solar power expansion @ Houston Food Bank ... EDF Canada, Enbridge dedicated 300Mw wind farm in Alberta. $600M. Vestas 1.8Mw turbines ... EDF US also bought majority stake in 175Mw Illinois wind farm ... Turkey's nuke power program to exceed $70B by '23. Rosatom to build, op 4-reactor plant on Med coast. Also plans for 4-reactor plant on Black Sea with France-Japan consortium. 3rd project with Turk resources. Turkey energy imports up to $60B/yr ... China comp to move oil rig from disputed waters off Vietnam ... Germany made $1B pledge to UN Green Climate Fund ... Global energy storage market could hit $50B by '20: report ... Sandy 2nd costliest disaster since '70 after Katrina ... Melting permafrost may stabilize global long-term temps: study. (I can't figure that out. Melting permafrost releases much more GHG gases into atmos.) ... EDF, Google mapped methane release from 3 major US cities' NG pipes ... State utility regulators feeling pressure to fix leaky old NG pipes ... Amtrak trains to use "great extension cords" to cut station diesel emissions ... Fracking ban to go to voters in TX town ... Okla agency got $1.8M to study earthquake-fracking links ... Albermarle paying $6.2B for biggest lithium producer - Rockwood. Lithium use doubled '02-'12. Growing faster now. 4 comps control ~90% of lithium market ... Japan bank setting aside $2B for clean power. To fund 250-300Mw of solar projects. Also looking at wind, biomass, geothermal.

WEDNESDAY CLOSE ... Market up 77/9/8. Volume slightly heavy. WTI over $101, Brent over $105. Gold back to $1,300. Top Marine to Obama: "get in the fight". BRICs $100B development bank to rival World Bank. Plus emergency reserve fund. Mysterious giant hole appeared in Siberia. NG $4.11 ... (stock #s in %) BFRE up 100 with volume. CABN up 50. MKBY up 31. AMSC up 28 on news, volume. Zoom off top lines (200-days). CSOL up 26. CERPQ, BIOF up 18. BIOF had news. EVSI up 17with news. TMEN, PSPW up 16. AMTX up 15. ABAT, NORX up 10. NENE up 9 .... ECAU down 33 on volume. UBRG down 31. WTWO down 25. USEI down 24. CSGH down 23. WWPW down 19. SENY down 13. XDSL down 12.

BUSINESS IS FAILING TO TAKE CARE OF PLANET, SOCIETY. So say 72% of 30K folks in 20 countries on 5 continents ... Obama announced climate change initiatives to guard power supply; improve local planning for flooding, coastal erosion, storm surges; better predict landslide risks as sea levels rise, storms and droughts intensify. Proposals from task force on climate preparedness ... DOA to award $236.3M to improve power infrastructure in rural areas of 8 states. Also new funds to help rural areas struggling with drought ... USGS, other agencies $13.1M to develop 3D map data to allow localities to draft strategies to respond to weather disasters ... Bureau of Indian Affairs $10M program to train Native Nations on climate change adaptations ... Centers for Disease Control, Prevention to release guide to help ID climate change related health hazards ... Energy Focus (EFOI) 1 for 10 reverse stock split ... Japan readying nuke restart. Regulator approved 2 reactors ... California started up to $500/day fines for watering gardens more than 2 days/week, washing car without shut-off nozzle, hosing down sidewalk. Public not conserving water use amid drought. (Um ... desalination plants? El Nino will take care of drought?) South coast region water use up 8% over previous yrs. 1/3 less water available for farmers this year. Ag ~75% of Cal water use. Drought to cost Cal $2.2B this year.

WEDNESDAY OPEN ... Market up 32/17/5. Volume a little heavy. WTO over $101, Brent over $106. US wholesale prices up more than forecast on fuel. US industrial production up .2% in June. BRICs agreed on $50B bank. New sanctions on Russia. China econ growing 7.5% ... (stock #s in %) MKBY up 31. CABN up 25. CNTO up 23. AMSC up 22 with volume, news. BFRE up 20. PSPW up 16. AMTX up 7, new high with volume. NENE up 7, back to $2 .... NGLPF down 26. ENSL down 20. ECAU down 15. XDSL, TMEN down 12. HYSR, USEI down 10. OPTT down 8 more on news.

Tuesday, July 15, 2014

TUESDAY CLOSE .... Dow up 5, Naz down 24, SP down 3. Volume just slightly light. Yellen: bubble risks in leveraged loan mart. US workers need raises. House $11B plan for highway construction. WTI under $100, Brent under $106. Gold back under $1,300. NG I think $4.10 ... (stock #'s in %) CDXS up 44. WTWO up 33. PLUG up 16 on analyst pick. SENY up 16. EWRL up 15. XDSL up 14. TMEN up 13. DSTI, BOPO up 12. AMLM up 11 .... CSOL down 31. MKBY down 26. BSRC down 23. OPTT, AMEL down 22. AQNM down 20. AMBT down 16. BFRE down 13. EVSI, CERPQ down 12. LYSDY down 10.

WORLD HAS 53.3 MORE YEARS OF OIL: BP. (Transportation has to change. And then, if the world uses all that oil, we will probably warm more than we will want for our kids, grandkids for a lot of reasons.) ... Global clean power investment $63.3B in 2Q14, up 9% on year, up 33% from 1Q14. 2Q's largest project $3.8B for 600Mw wind project offshore Netherlands. Finance for rooftop, small-scale solar up 41% on year to $21.2B. China $19.3B, Europe $14B, US $10.6B ... Europe offshore wind installs down 25% in 1H14 to 781Mw: EWEA ... US states well positioned to implement EPA Clean Power Plan: report. States that already have experience regulating carbon pollution have seen net increases in econ output, jobs ... WTO sided with China in US solar dumping case ... US admin denied China wind power developer due process by blocking project: US appeals court ... White House not backing TSLA request for support for direct customer sales ... States asking Supreme Court to take up EPA mercury, toxics standards ... Chesapeake Bay area farmers not doing enough to keep fertilizers, sediment out of Bay ... China launched carbon labeling system for products. (Um, did I mention China has launched carbon labeling for products?) ... Australia winemakers moving south to Tasmania as growing regions heating up ... Exelon seeks order to keep NY nuke plant online ... N Dakota likely to use penalties to cut NG flaring at wells ... Whiting buying Kodiak in $6B Bakken deal ... Ocean Power (OPTT) canceled plans to build Australia wave power project. OPTT stock down 22% this morn ... Canada cement factory producing algae biofuels from CO2 emissions ... Beaver dams so far prevented 1M gal of spilled fracking wastewater from spreading too far down river. (How are those beavers doing?) Folks calling for more regs. Took days to discover spill from underground pipeline ... China's coal imports up only .9% in 1H14 on year ... Power rates from near 3,500 US utilities now online free courtesy Illinois State U, NREL ... Silicor (Calif) seeking funds to build silicon plant in Iceland. Expected online in '16. To make up to 19K metric tons/yr @ est. $9/kg cost. Secured supply contracts with wafer, solar cell makers. Will save production costs with clean power. (Maybe geothermal.) ... Solar Power (Cal) (SOPW) raised $22M from stock, bond sales for working capital, debt pay down. LDK Solar owns over 70% of SOPW ... Itochu, partners to build 45Mw solar plant in Japan. Online early '16. ~$148M cost ... Peru OK'd 97Mw wind project proposal by Spanish comp ... Utility customers don't always reap benefits of lower power production costs: survey. (Surprised?) ... DOE needs to boost maintenance of Strategic Oil Reserve: IG ... Shuttered NJ nuke restarted ... Appeals court quashed NJ bid to block offshore seismic testing (for oil/gas deposits) ... Committee on Climate Change (I assume EU's) urging UK to set '30 carbon intensity target ... Shunfeng (China) postponed $774M share issue. "Unstable stock market conditions." (Really? Unstable?) ... Bright Source, Alstom, NOY consortium closed $851M finance for Israel CSP project ... DOD awarded $334M for solar projects at 3 Hawaii military sites ... Solar Wind Energy Tower (SWET) to raise $100M from Arizona Alternative Energy Center to develop power tower in AZ ... Pakistan LOIs for 793Mw solar for grid. 24 projects ... China Recycling Energy (waste-to-energy) (CREG) to sell up to $50M equity ... Welspun to build 50Mw solar plant in Maharashtra India.

TUESDAY OPEN ... Market down 15/23/--. Volume light. WTI under $100, Brent ~$105. Yellen: continued easing needed, jobs/market slack. China's local govts piling on stimulus on top of $3T debt. Russia stoking Ukraine conflict before talks: US ... (stock #s in %) CDXS up 56, new high with volume, news. ZAAP up 16. XDSL up 14. XSNX up 13. PLUG up 11 on analyst news. MDDD up 11. QTMM up 10, new high. DPSM up 10. BLDP up 7 .... CSGH down 27. MKBY down 26. GERS down 24. OPTT down 22, new low with volume, news. AQNM down 20. AMBT down 19 on Naz warning. ECAU down 18. SSOL down 16. SOPW down 14 on news. AMEL down 11. LYSDY, PRHL down 10. TSLA down 3.

Monday, July 14, 2014

MONDAY CLOSE ...Market up 111/25/9. Light volume. WTI over $101, Brent under $107. Citigroup $7B mortgage bond settlement. Trump Plaza in Atlantic City to close. 1K jobs. UN approved aid for Syria rebs ... (stock #s in %) AQNM up 46 on 500 shs. CSGH up 38. KNDI up 26 on news, volume. QTMM up 18, new high. GERS up 16. ECAU up 15. HYSR up 14. CSUN up 11. CREG up 10 on news. BIOF up 9. TSLA up 3 .... TMEN down 28. WTWO down 25. CABN down 22, new low on volume. CNTO down 22. BFRE down 17, new low. EWRL down 16. DSTI down 15. XSNX down 12 on volume.

LATEST FALL IN OIL PRICES from ISIS failing to slow Iraq oil exports, reports that Libya production to resume soon, ample supplies in US. (Don't count on Libya or Iraq or ample supplies in US without imports. Duh. Up and down. Oil prices probably to go back up.) ... June 260Kb/d decline in Iraq oil exports offset by increased production from Sauds, Iran, Nigeria ... IEA feels rapid growth in US shale oil production to continue at least 18 more months. (Um, you might want to keep that timeframe in mind. Hit the dirt in '16.) ... Reuters reported successful new oil field development dropped to lowest in 15 yrs. Enhanced oil recovery tech from mature fields only partial solution. World using 33B bls/yr, finding 10-20B at most. Largest '13 find 1B bls ... US NG production up to 68.1 BCF/d, highest on record. Up 5.4% on year ... Iraq forces (et al) have been unable to recapture any territory from ISIS. ISIS continuing to take small towns around Baghdad ... Kurds worried Baghdad will bomb them with Russian jets. They increased oil production to 360Kb/d last month. Can export 130Kb/d by truck, pipe ... Iran June oil exports down to 1.08Mb/d. Lowest since Oct. China cut imports last 2 months 36%. July 20 deadline on nuke talk. Likely extension. Iran has seriously growing water shortage ... Russia oil production starting slow drop. Expects 6.3% drop in oil revs by '16 from '14 ... Shale could eventually meet ~10% of Euro energy demand ... Negative refining margins in Singapore ... Chevron confirmed what oil comps denied for decades. Shale development in west US would use 5 bls of water per bl of oil ... Shell bowing out of Saud NG project in "Empty Quarter". Eni, Repsol bowed out of similar projects ... Turkey in talk with Exxon to explore shale gas potential. Est. 162 TCF ... Iran expecting Russia investment in NG pipelines ... Egypt-Israel NG deal possible over price ... Exxon facing 1st criminal charges over frackwater leak in Marcellus ... Chesapeake Energy facing criminal charge in Mich bid rigging with Encana. Onward and upward, pards. Happy trailer attachments and tiedowns.

GEORGE SCHULTZ URGING REPUBLICANS to be proactive on climate change, calling it "obvious risk" to economy, national security. Rising temps could be addressed through inexpensive "insurance policy" similar to restrictions on ozone-depleting gases decades ago. George favors a carbon tax ... High-resolution climate model finding man's impact on drop in Australia rainfall ... Big-name comps urging utilities to make more clean energy ... Flooding in US coastal cities soared since '01: Reuters ... China wants 1/3 of new govt vehicles to be EVs, hybrids, FCVs by '16 ... Possible link between kidney stones, global warming: study ... US set duties on S Korean steel used for oil drilling ... Exelon bought TX LNG project for exporting ... In US, energy storage to grow 6x to over 720Mw in '20. Lithion-ion batt storage now $1,750/Kwh. By '20, TSLA gigafactory will be able to bring that down to $400/Kwh, selling for $500 ... Vanadium-flow batt storage will fall below $300/Kwh within a year. $150 by '20. Comparisons to lith-ion only gets better with other parameters. (Why all the investment in lith-ion?!) ... US NG inventories now over 1.92 TCF, 29% below 5-yr avg. for time of year ... DOE labs recognized for 31 of top tech products of '13: R&D Mag ... US could double hydropower production. But economics, policy make it unlikely: EIA ... Intl Christian group announced fossil fuel divestment ... Adelie penguins thriving with climate change ... Iowa court ruling providing boost for 3rd-party solar finance ... Gulf of Mex oil production heading for sharp spike: analysts ... India plans to spend $250M on projects to boost solar power, reform power supply to farmers to end blackouts ... Syngenta, Cellulosic Ethanol Tech producing 1M gal cellulosic eth this year, 2M gal in '15 ... Kurd forces seized control of main oil fields around Kirkuk. Turkey embracing Kurds ... BP: world's oil will last 53.3 years more at current production rate. 1.688T bls left. Last 10 yrs, proven reserves up 27% by over 350B bls. OPEC has 71.9% of reserves. US oil reserves 44.2B bls (EIA says 33.4B). BP adds: "nobody knows or can know how much oil exists under Earth surface, or how much production is possible in future." (You might want to write this down somewhere. Or remember. Or put it in special computer place.) ... In May, 16 EU states (using 3/4 of continent's power) approved unified system for trading power, setting wholesale prices. To make countries increase use of most efficient power, keep prices low ... Hannah Solar building 1.2Mw solar farm in GA. Online Oct. To feed GA Power ... AFC Energy (UK) to install its fuel cell units at S Korea chem comp. To use hydrogen produced at plant. To feed S Korea grid. S Korea target 11% clean/ren power by '30. (Pretty weak goal.) ... Sumitomo to build 75Mw biomass power plant in Japan. Online Mar '17. $197M ... Home Depot, BJ's Wholesale Club responding to .5M folks urging ban of wildflowers pretreated with pesticides killing bees, other pollinators ... GM, HP, Walmart, others demanding simpler buying of clean/ren power ... EPA targeting carcinogen in dry cleaning ... EPA's "pollution diet" for Chesapeake Bay hasn't improved water quality: report ... Soviet Union collapse led to cleaner Arctic air: study ... GSR Ventures (China), Oak Investment (N Am) targeting $500M for clean tech fund ... Drax Power (Britain) secured 300M Euros under EU program to develop CCS tech for new coal-fired plant ... 50Hertz Transmission (Germany) to invest 400-500M Euros in powerlines for wind power from remote areas to industrial hubs ... India solar firms to turn to Japan, S Korea comps for PV cells to avoid levies on equipment from US, China, Malaysia, Taiwan ... Greek clean/ren power developer raised 35M Euros in IPO ... NTR (Ireland) to invest in 150Mw of wind projects in Europe. Initially in Ireland, UK ... Aecorn Tech buying outstanding shares of URS Corp for $4B ... Neo Solar Power (Taiwan PV cell maker) raised $120M in bond issue. Proceeds for raw materials, wafers ... Entropy Investment bought majority stake in Argand Energy Solutions (US solar developer) ... Latin Am solar PV pipeline near 20Gw. 1Gw of installs this year: GTM Research ... Sharp canceled Enel Green Power thin-film solar contract after drop in module prices ... China Ruifeng (Hong Kong wind power operator) to issue HK$150M of bonds.

MONDAY OPEN ... Market up 130/22/10. Volume light. WTI under $101, Brent under $107 ... (stock #s in %) ECAU up 26. CREG up 24 with volume. SENY up 20. GERS up 19. NAMG up 12. HYSR, KIOR, DPSM, MMMW, QTMM up 11. KNDI up 10 with volume, news. GPRE up 2, new high, with news .... WTWO down 25. DSTI, ENSL down 15. NGLPF down 14. AMEL down 11.

Friday, July 11, 2014

UNDERGROUND HEAT TURNING YELLOWSTONE road into "oatmeal". (We should hope - pray - that volcano doesn't blow. Seriously.) ... Changing wind patterns off Antarctica may worsen sea level rise: study ... Soot from wildfires discovered with 90% greater warming potential: study ... Fed appeals court upheld EPA on mountaintop coal mining curb ... Over 1/2 of people worldwide now live in cities ... Exxon to invest over $1B to expand diesel production at Belgium refinery. Over 1/2 new cars registered in Europe in '13 diesel powered. (~3% in US.) ... Cal to award $26M for microgrid-, grid-connected EV projects ... OPEC projecting US-driven global oil demand growth. Cutting its forecast of demand for its oil by 300Kb/d in '15 because of increasing supply in US, Canada ... Proposed underground pipeline would move Bakken crude to Illinois ... Russia's June clean power auction for '15 through '18 496Mw solar, 415Mw hydro, 1.65Mw wind. 57 aps submitted. 53 for solar, 3 for hydro, 1 for wind. All solar allotted, 51Mw wind, 20Mw hydro. Last year's auction 1.1Gw wind, 710Mw solar for '14-'17. This year, wind developers had to commit to at least 1/2 equipment made in Russia ... 800* heat from solar mirrors at concentrated solar plant in NV desert frying birds in mid-air. Birds also ramming mirrors to their deaths ... Hanergy Solar (China) to build 1Gw solar in Japan through '15. 3B yen initial investment ... China, US signed 8 pacts aimed at reducing GHG emissions. 4 for tech exchange on use, storage of carbon. 4 for smart grid power supply ... Local China govts urged to make geothermal power plans ... Suniva supplying 700Kw solar power for Guantanamo Navy base ... Zimbabwe expediting $300M for SinoHydro expansion of hydro plant ... SSE Renewables chose GE 2.85Mw turbines for 94Mw Scotland wind project ... First Wind unit bought Westerly Wind's 2nd TX wind project. Up to 400Mw potential ... EU pollution permit prices to rise 28% by yearend to $10.21/metric ton of carbon. EU cut permit supply. Prices up 18% in 1H14. Hit low of 2.46 euros in '13 ... UK power regulator approved SSE's $2B transmission link to England from Scotland. Online in '18. Will enable connection of 1.2Gw of new clean power gen ... Ceres Power (UK fuel cell maker) to raise $34M from stock sales to accel tech development ... Brazil's Furnas selling 49% stake in wind project for $23M ... Iberdrola to build 50Mw wind farm in Honduras for $84.4M. Gamesa 2Mw turbines ... Feds, MD launched study of marine mammals in offshore wind development area ... Groups settled Colo haze prob. Coal plant to install emissions controls ... KY coal industry group suing TVA over power plant closure ... Montenegro to invest 4.1B euros in power sector through '30. Over 3B by '21 ... Suncor Energy, SK Group, Ecolab committing funds to 150M euro Emerald Clean Tech Fund III ... Greenskies (CT) secured $82M from Rabobank for 28Mw US solar portfolio ... Canada comp bought 24.7% stake in Invenergy Wind ... US Ex-Im Bank OK'd $64.5M loan for Uruguay wind farm ... UK clean/renewable power gen est. 37.5 to 77.8Gw by '30: Natl Grid ... Brazil pushing back A-5, reserve energy auctions several weeks to late Sept, Oct ... Globeleq turned on 138Mw S Africa wind park ... World Bank lending $350M to Turk comp for clean/ren power integration project.

FRIDAY OPEN ... Dow down 34, Naz up 11, SP flat. Volume light. WTI under $102, Brent under $108. Mexico left interest rate at record low ... (stock #s in %) MKBY up 31. WSGP up 20. PWDY up 15. SENY up 12 with volume on news. LSCG up 12. CBAK up 10. SUNE up 1, new high .... BSRC down 16. ECAU down 13, new low. CSGH down 13. CCTC, GERS down 12. AMBT down 10.

Thursday, July 10, 2014

THURSDAY CLOSE ... Market down 70/22/8. Light volume. WTI over $102, Brent over $108. NG $4.12. Putin raiding $88B sovereign wealth fund ... (stock #s in %) TMEN up 56. ASPW up 49. IFXY up 40. CNTO, CSGH up 31. MDDD up 28. QTMM up 18, new high. BLDW, EVSI up 12. SUNE up 1, new high .... CSOL down 43. WSGP down 34. BSRC down 22. AQNM down 14. SRWRF down 13. EWRL down 11. USEI down 10. CREE down 1, maybe buyville.

EARTH MAGNETIC FIELD weakening 10x faster lately ... Natural disasters less costly so far this year than last ... California telling cities to prepare for water cuts. TX city started rerouting treated sewage water to resident taps ... Current climate talks more successful than Copenhagen '09 summit: former UN expert ... US, EU, 12 more govts in WTO opened negotiations on trade deal aimed at ending tariffs on clean energy, enviro goods ... EPA Chief: "legitimate concerns" over major Clean Water Act proposal ... White House threatening veto of energy, water spending bill ... US, China signed agreements on coal, CCS tech. US, China agreed to share info on how each is developing GHG emissions reduction targets. Sapphire Energy, Sinopec's algae-derived oil project selected for US-China Eco Partnership program ... EPA proposing air pollution update to 30-yr old standards for grain elevators ... Groups urging court to halt Cal approval of bee-killing pesticides. Mosquito pesticide blamed for Mass. bee die-off ... LED market set to reach $14.4B this year: Digi Times ... China waived EV purchase tax ... Leo Motors (LEOM) MOU for China factory ... KiOR (KIOR) missed $1.88M loan payment. Exploring sale ... Polysilicon spot prices expected to climb up to $23/kilogram in 3Q14. Greater demand from China, delays on several polysi plant projects ... Kyocera filed solar tech patent infringement claim against Hanwha Q Cells Japan ... Xinyi Solar (Hong Kong) expects 140% profit rise yoy in 1H14. Solar glass supplier ... Goldwind (China) selling 165.5Mw wind farm in Australia for $299M to new JV with China comp ... Germany to amend green energy law at EU's request ... Sao Paulo to hold regional energy auction later this year for solar PV, wind, biogas, biomass ... Suzlon approved for $547M new bonds ... ABB got $400M order to supply NSP Maritime Link with HVDC powerline between Canada, N Am grid ... Top Scot judges backed Scot govt decision (2 yrs ago) to approve Viking Energy's 370Mw wind project in Shetlands ... UK power regulator chose Blue Transmission consortium to own, op offshore transmission link for 389Mw wind project in E Irish Sea ... Carbon cycling in N Atlantic fed by iron dust from Sahara: study ... UK climate committee cited flooding, overheating risks: report ... As ice melts earlier, migratory birds travel north sooner: study ... US Supreme Court justices concerned about enviro lawsuits filed after legal deadline ... EPA proposal for phasing out heat-trapping coolants ... Palm oil expansion threatens Africa's great apes: study ... BP Gulf spill caused fish defects: study ... OH signed mutual aid agreement with Canada province to fight invasive species in Lake Erie ... Powder River Basin coal producers face new S Korea tax ... Watchdog office rounding up EPA staff passports ... TX utility planning 3 new NG power plants ... GE, Suncor deal to reduce oil sands GHG emissions, water use ... EU threatening to renew US biodiesel tariffs 5 more years ... 52Mw solar project in N Carolina with Duke Energy, George Washington U, G. Washington U Hospital, American U. Jinko Solar panels. Construction start this summer ... Apple reportedly bought 100 acres for 3rd solar farm for NC data center. 17.5Mw for $55M. '20 completion ... Study found new shale gas wells leak more methane than old ones ... BBC told reporters to significantly curb airtime given climate change deniers to balance coverage toward truth ... Amyris (AMRS) partnering with Brazil airline for renewable jet-fueled intl flights. 10% blend ... UAE chose Honeywell's UOP tech for $800M renewable av jet fuel refinery project ... Vermont to get state's 1st B100 pumps. Collection facility for used cooking oil. $3.75/gal for B100 at pump ... NG use in US could rise 19-31% next 5 yrs from wave of industrial projects slated for construction ... "Sponge-like" silicon may be major advance in batt tech. Can hold 10x more energy than graphite. PNNL work ... "People" opposed to Obama efforts to clean air, slow global warming buying $5K kits to blow more soot out of their diesel engines. (Great living Americans, A? O those good 'ole country boys. Bet they get their kids to do it too. For their grandkids. Oy.) ... Alberta not on track to meet 6-yr-old GHG reduction targets ... EDF, IFC to develop off-grid electrification in sub-Saharan Africa ... NRG Home Solar expanding US ops to Connecticut ... Chicago new rooftop solar discount program. 25% off through summer ... Banks Renewables got $20M from RBS to build 7.5Mw wind farm ... Nordex (Germany) sold 2 wind projects - 27.5Mw - in France to GN Investment. Online mid-'15 ... Showa Shell unit to supply 8.1Mw solar for Brit plant. Sept construction start. CIGS panels.

THURSDAY OPEN ... Market down 97/23/9. Volume slightly light. WTI over $102, Brent over $108 ... (stock #s in %) WSGP up 31. MDDD up 28. IFXY up 22. CERPQ up 20. BLDW up 12. PWDY up 10 .... CSOL down 43. NORX down 16. EWRL down 15. XDSL down 12. AQNM, CCTC down 10. DPSM down 5, new low.

Wednesday, July 9, 2014

WEDNESDAY CLOSE ... Market up 79/27/9. Volume a little light. WTI over $102, Brent over $108. NG $4.21 ... (stock #s in %) WTWO up 33, intraday double. NORX up 22. AVAV up 13 with volume after reporting. EWRL up 13 on news. ZNNMF up 11. CBAK up 9 with volume. SUNE up 6 .... CPWY down 24. BSRC down 21. CABN down 17. BHWX down 15. ECAU down 14, new low. TMEN down 14. GWBU, MDDD down 12. HYSR down 10. LIME down 5, new low.

CLIMATE CHANGE POSES INCREASING THREAT to world peace, security: report from UK Ministry of Defence ... China now produces 64% of global solar panels. Over 25Gw of near 40Gw worldwide in '13: OTM Research. Their production to double by '17 to ~70% of globe ... EC, industry to invest up to $5B next 10 yrs in European region bioenergy industry. EC contribution ~25% ... Lake Mead water level new record low ... Local California govts united to make US's largest EV fleet buy ... China planning tax breaks for EVs ... Deutsche Bank to lend $1B for Japan solar ... Dividends from Russia state-run Gazprom, Rosneftegaz to Moscow expected to plunge near $18B in '16 to $4.4B from US/EU sanctions ... 1st large-scale CCS plant getting EU funding ... Northwestern U targeting climate research funding ... Canada's oil rig count just made a big jump ... Nevada solar net metering will save grid $36M through '16: state report ... Mosaic, Enphase Energy packaging solar loans with maintenance deals. Mosaic expects to finance ~$100M of systems to be installed in Calif ... Recurrent Energy completed 10Mw Ontario solar plant ... Elizabethtown NC switching to LED streetlights with Duke Energy program. Will save $10-12K first year, ~$18-20/light. ~ 500 lights. Done by Sept ... Trina Solar supplying 200Mw for China projects. All online by yearend ... Enel Green Power to get ~ $400 funding for 2 US wind projects. 150Mw in Oklahoma, online 4Q14. 200Mw on Okla, TX border online by '16. Funders to get equity stake for tax benefits ... ViZn Energy Systems (Montana) seeks $25M next 6 months to expand energy storage battery manufacturing. Zinc-iron flow batts. To increase production in 4Q14-1Q15. Batts discharge over 2-4 hours.

WEDNESDAY OPEN ... Market up 45/7/3. Volume slightly light. WTI over $102, Brent over $108 ... (stock #s in %) NORX up 27. NAMG up 21. XSNX up 16. PRHL up 14 on news. AVAV up 14 with volume after reporting. CBAK up 13. ZNNMF up 10 .... WTWO down 33. ENSL down 25. BSRC down 21. AMEL down 13. EWRL, GWBU down 12.

Tuesday, July 8, 2014

TUESDAY CLOSE ... Market down 117/60/14. Volume slightly heavy. WTI over $103, Brent under $109. US NG down to $4.16 ... (stock #s in %) BOPO up 77 on news. CSOL up 76. MGLT up 41. BLDW up 20. DSTI up 18. BFRE up 15. AQNM, IFXY up 11. PRHL up 10 .... ASPW down 33. WSGP down 28. NORX down 25. ECAU down 22. CABN down 20. EVSI down 14. UBRG down 12. AMLM down 11.

$66.2B 2Q14 INVESTMENT in global clean energy sector, up 8% over 2Q13 ... Record $16.6B green bonds issued so far '14. '14 volume could exceed $40B, 3x '13 ... Beijing to raise rooftop solar subsidies up to 55% ... New Cornell study links injecting wastewater from fracking into underground disposal sites can cause moderate earthquakes (~3 on Richter Scale) ... Quakers divesting from fossil fuels, reinvesting in Quaker Green Fund ... Researchers measured highest UV radiation ever recorded ... Russia urging Bulgaria to resume building NG pipeline. Said Europe shouldn't interfere with existing pipeline agreements. (Um, Europe did over Crimea, Ukraine, in case anyone forgot.) ... Under submitted plans, over 43Gw offshore wind capacity supposed to be deployed in Europe by '20. But pace of installs falling well behind target. (My guess, waiting for prices to come down, grid to catch up.) ... UK economy not hampered by climate change policies, emissions targets: study ... Indy Motor Speedway unveiled 9Mw solar plant. World's biggest solar at sport facilities ... World Bank to invest $775M in India's clean/renewable energy sector ... Bolivia energy sector needs $1-2B investment to meet export targets ... Hudson Clean Energy (NJ), Astrum Solar (US) partnering on $100M for rooftop solar ... Intl Finance Corp to invest up to $100M into Mideast, N Africa clean/ren energy ... UK Crown Estate giving seabed rights for 5 new wave, tidal power projects, 10-30Mw each, 6 demo zones ... Stadtwerke Munchen (Germany) to buy up to 1B Euro equity in 288Mw offshore wind project in N Sea. Vattenfall (Sweden) developing ... EPA approved Optimus Tech's biofuel system. Gives 25% fuel savings, up to 80% emissions reductions for medium, heavy trucks. Payback for large fleets in under a year. B100 from used cooking oil or other. Conversion parts for existing diesel engines ~$9K/vehicle. Fuel depot conversion ~$150K. Beats NG conversion costs by a lot ... New Vermont law requires sulfur content in heating fuels reduction from 500 PPM now to 15 PPM by '18. Should support demand for biodiesel. Mass, NJ have same requirement. Biodiesel has up to 89% less GHG emissions than regular heating oil ... N Carolina Bioenergy Research Initiative granted $500K for 6 new projects ... Canadians overestimate econ value of oil sands: poll. Sands account for no more than 2% of GDP. 41% think it's 6-24x higher ... Canadian Solar (CSIQ) completed sale of 10Mw Ontario plant to Concord Green Energy (Canada). Value over $60M ... Dong, Novozymes getting $53M from EU to build plant to use straw to make ethanol in Denmark. Waste heat to heat, make hot water for 20K homes. 80M liters/yr ethanol. Plant cost under 300M Euros ... GE to supply/operate 211Mw TX wind project with EON. GE 1.7Mw turbines ... GE to supply 94Mw for SSE (Scotland). 2.85Mw turbines ... Plastic costs environment $75B/yr: report ... Enable Energy (Cal) announced new pitched-roof solar racking system for licensing. No rails. Compatible with most modules on market. Less materials, labor. Only 2 tools needed for install ... POTUS requesting $615M emergency wildfire funding ... Deforestation blamed for fueling Ebola outbreak in Africa ... Missouri utility to close disputed coal plant by '22 ... Tesla (TSLA) sued over trademark in China ... Typhoon slamming S Japan islands. Headed for China.

TUESDAY OPEN ... Market down large, volume a little heavy. (Websites not responding.) WTI over $103 ... (stock #s in %) PWDY up 14. IFXY up 11 .... AMEL, TMEN down 20. ENSL down 19. PSPW, EWRL down 14. CERPQ down 13. XDSL down 12. ECAU down 11, new low. CBAK down 10. KIOR down 4, new low (skirting bankruptcy.

Monday, July 7, 2014

MONDAY CLOSE ... Market down 44/34/7. Volume slightly light. WTI over $103, Brent ~$110. NG $4.23 ... (stock #s in %) CRGE up 42. CABN up 26. DSTI up 14. ENZR up 11. RVLT up 10 .... TMEN down 25. MKBY down 23. IFXY down 22. CNTO down 20. WSGP down 18. USEI down 16. GTAT, CBAK down 15. AQNM, MDDD, ZNNMF down 14. NGLPF down 13. CSGH, EVSI, PWDY down 12. CCTC, WEST, POLR down 11. PTOS, LEOM down 10. ALTI down 9.

GLOBAL WARMING CAUSING RECORD LEVELS of Antarctic sea ice. Over 815K sq. mi. above normal. Warmer than normal waters in high southern latitudes carried toward equator, replaced by colder waters welling up from below, inhibiting ice loss ... Greece cutting tax rates for oil/gas comps to 25% from 40%. Wants to get offshore development going. Spent $21.2B importing fossil fuels in '13. USGS est. Ionian Sea holds 22B bls, N Aegean Sea 4B bls ... Bay Wa (Germany) bought Martifer Solar US unit for $7.6M. Also sold stake in 19.8Mw wind project to Macquarie ... India to invest over $33B by '20 in project to make most of wind, solar potential in desert areas ... Brazil National Bank BNDES approved $251.7M finance for 7 wind projects totaling 195.6Mw ... Global biofuels production to reach 61B gal/yr by '23, replacing near 6% of fossil transportation fuels ... Hurricane Arthur earliest on record for N Carolina ... Rising ocean temps worse for complex species than basic life forms ... Handful of oil/gas waste disposal wells linked by seismologists to increasingly strong earthquake swarm around Okla CIty ... Cyberattack hit midwest grid operator ... Japan comps registered to sell power more than doubled to 274 since Sept. Restaurants to home builders ... Thin-film solar panel prices at 11-month high on trade dispute over PV modules. Now 61.2 cents/Kwh. Up from record low 58.2 cents June 4 ... KiOR (KIOR) got 4-month extension on $69.4M debt to Mississippi rather than be forced into bankruptcy. Owes total $287M ... EPA added biogas/LNG-based fuels to RFS, delayed action on advanced biobutanol ... US power providers tripled spending on energy efficiency projects since '06. Spending reached $250B worldwide in '13. Could hit $500B by '35: IEA ... Princeton U chem prof co-founded comp to efficiently use sunlight to turn CO2 into formic acid, then into alt fuel. Uses commercial el chem solar panels. Energy efficiency near 2% ... Guangzhou to inaugurate world's 1st tram powered solely by supercapacitors. Cars to charge in 10-30 sec. Up to 2.5 miles between charges. Siemens propulsion, braking systems ... Michigan could boost solar power gen at no cost to utility customers: PSC report ... Calpine completed sale of 6 southeast US power plants to LS Power affiliate for $1.57B + adjustments. ~3.5Gw combined-cycle NG power gen ... EDF US unit closed finance on 161Mw TX wind farm, sold 1/2 stake to UBS fund ... Lightway Green (China) got $11.3M loan from China Development Bank for 1st-phase 9.6Mw solar project in China. Eventual 20Mw ... LDK Solar to supply Thai comp with 64Mw of panels. Deliveries through Sept ... ET Solar (China) to supply 24.5Mw for 6 projects in N Carolina. Online by Q4 ... India could reduce food waste by refrigerating vehicles with liquid air at 1/5-1/3 cost of diesel power. Country's spare liquid nitrogen output capacity more than market's current unmet needs ... Intelligent Energy (UK fuel cell maker working with Suzuki) raised $94M in share sale in London ... Mitsubishi-Vestas JV got order for 4 8Mw wind turbines for offshore Denmark ... Greenpeace blocking Chevron NG site in Romania ... US clean/renewable M&A activity hit $9.1B in '13. Wind deals 55% ... Conergy (Germany) closed $60M finance to help expand solar business ... Lumenpulse (Canada LED maker) completed buy of Projection Lighting (UK) ... Brazil wind power gen capacity up 52% on year to near 3.32Gw.

MONDAY OPEN ... Market down 42/12/5. Volume slightly light. WTI over $103, Brent over $110. German industrial output down. China auto sales up 14% (cough) ... (stock #s in %) DSTI up 37. CABN up 30. CBEH up 25. GERS up 12. RVLT up 8 with volume on news .... TMEN down 40. EWRL down 22. CNTO down 20. WSGP down 18. CBAK down 17 on news. CERPQ down 16. NGLPF down 13. CSGH down 12. POLR down 11. GTAT down 10 with volume on downgrades.

Friday, July 4, 2014

JULY 4

     New Order of the Ages: "Novus Ordo Seclorum" on the Great Seal of the United States. He assents to, favors, smiles upon the undertakings, endeavors, beginnings: Annuit Coeptis also on the back side of the Great Seal. Over the "Eye of Providence" above the 13 steps of a pyramid with 1776 in Roman numerals at the base. (Why Roman numerals? The Romans followed the Greeks with a form of democracy I presume. Besides the mottos in Latin.) More accurate: "Providence favors (our) undertakings." "Rebellion to Tyrants is Obedience to God" was considered. The "coat of arms" of the US. First used in 1782. Kept by the Secretary of State. First put on the back of the $1 bill in 1935. (If you have a dollar bill from before 1935 you might want to hang onto it.)

     Franklin, Jefferson, Adams were charged by the First Continental Congress on July 4, 1776 to devise a seal as evidence of an independent nation and a free people with high aspirations and great hopes for the future just a few hours after adopting the Declaration of Independence. The seal was approved on June 20, 1782. (Had to win the war first I presume. Won in 1781. 1783 Treaty of Ghent.)

     On the front side of the seal is the eagle. Bald, naturally. A scroll in its mouth: "E Pluribus Unum". (Why Latin? For Latin language speaking peoples I presume. Europe, South America, etc.) "Out of many, one." (In late '70's I revised it to "Unimony" - "one in oneness", more or less. When I also came up with "ecomonics" - "out of togetherness, one." Yeah, I was smokin'. Who wasn't?) An olive branch ("peace") in the right talon, 13 arrows in the left (13 states). A shield with 13 red and white stripes covers our eagle from the breasts to the private parts. Symbolizes Americans rely on their own virtue. (How's yours? How is our collective virtue?) The blue background represents the President and Congress. The white is purity and innocence. (Our kids.) Red: hardiness and valor. (Our best efforts, sacrifice.) Blue also vigilance, perseverance, justice. (Brave, courageous and bold I remember the lyrics from Wyatt Earp TV show song.)

     The cloud above the eagle's head surrounds a blue field with 13 stars. A constellation. Denoted that a new State was taking its place among the world's nations. (Boy did it! God bless our forefathers and foremothers!)

     "Novus Ordo Seclorum" meant 1776 was the beginning of the American new era. (And boy O boy did we ever get rid of our American Natives and banish them to reservations. Should we talk about our national sins? Or just stay in present? Who wants to bring up Natives or slavery? Or original Mexicans/Spaniards? Watch how ye tread in head.)

    O yea, those stars above the eagle are formed as the star of David or "Solomon's Seal". We citizens of USA happen to be one of the 13 tribes of Israel (13 tribes, you say? Not 12? Read on, Pilgrim) well traveled after the 400s or 500s B.C. or so when our forefamilies were taken into captivity once again. Then got away again and took off through the Caucasus Mountains to wheresoever. (Um, that might be why some people are called Caucasian.)

     In 1780, a second committee - Lovell of Massachusetts, Morin and Houston of Virginia - developed a second design of the Seal. Also tabled by Congress. A 3rd committee appointed in May, 1782 employed the eagle for the first time. 3 designs were referred to the Secretary of the Continental Congress Charles Thompson. He made a 4th design that was revised by William Barton, a student of heraldry. And wala, the Seal was approved. And here we are.

     O yea, Manasseh's symbols are an olive branch and bundle of arrows. Manasseh was/is the 13th tribe of Israel. (Read the Bible, kids.) The Great Seal has 10 representations of 13. 16 drafts of the seal were made over 159 years from 1623. (Those pilgrims were a serious folk.) The final die was cut in 1935.

     Jefferson had the obverse side showing the Israelites being led by the pillar of cloud and pillar of fire, day and night. (Um, led by Moses out of Egypt for 40 years or so.) Franklin suggested the image of Pharaoh's army drowning in the Red Sea. The harp of David was in 3 early designs. The number of olives and leaves didn't settle on 13 until late 19th century. (Um, after the Civil War.)

     The obverse face is Israel in the Old Testament. The reverse face is our race under the New Covenant. The Seal symbolizes that America's greatest task is the eventual establishment of the Kingdom of God on earth. It used all the emblems of ancient Israel. The Lord was/is as an eagle. Unsealed "Truth" borne by the eagle's beak illuminated the way of "the people saved by the Lord". Blessings and curses in the olive branch and arrows. The constellation of stars perpetual endurance. God himself swore by them.

     So. Pards. Are we working toward bringing the kingdom of God to earth? Are we feeling our forebearers' trevails and inspired wisdom? From the Revolution onward? Just look around at all that's been built in 238 years. Pretty amazing, huh? But. How about us? How are we bearing up? How are we living out our charge? Living up to our heritage? What are we handing on to our children, grandchildren, great grandchildren? Are we doing all we can?

     Can you imagine risking life and limb for Independence? Freedom? Liberty? Safety? The pursuit of Happiness? Family? A better Life? We've just witnessed again these last 13 years our brave ones stepping up to do just that. God bless them.

     O yea, the back of the $1 bill before 1935 just had a big "ONE" with "ONE DOLLAR" over it. So why 1935? (Coming out of the Depression I presume. Somebody was thinking.)

     So. Let's all rededicate ourselves to the United States of America. What say ye? Happy 4th of July.

    By the way, George Washington was the richest man in America at the time. Bill Gates for President. (See presidentfor16.blogspot.com.)

     IN GOD WE TRUST. Let's trust Him to get us out of this present stupid political quagmire and hatred of a president and discouragement in our country and get us back on the road to bringing His Kingdom to Earth.

THURSDAY CLOSE ... Market up 92/28/10. Volume holiday light. WTI ~$104, Brent ~$111. NG $4.36. Ireland grew 2.7% rate Q2 ... (stock #s in %) WSGP up 24. MKBY, PWDY up 20. BHWX, GWBU up 17. PSPW, USEI, MDDD up 16. NORX up 15. CBAK up 13. CREE up 5 on upgrade .... CRGE, CSGH down 26. WTWO down 25. CABN, LEOM down 23. AQNM down 16. GERS down 14. FNVRF down 11. PRHL down 10. ABAT down 8.

Thursday, July 3, 2014

$1.2T/YR GLOBAL INVESTMENT IN GHG REDUCTIONS needed to keep global temp rise below 2*C: study. (Already up 1*C since start of industrial revolution.) ... Indonesia palm oil plantations persistent threat to water quality: study ... Rising ocean level threatens insurance for S east FL real estate ... CG Chem to build EV battery plant in China ... Top EU court upheld national energy subsidy law ... Climate-resistant plants may be less nutritious: scientists ... Qatar Solar Energy deal for solar-grade silicon from Kazatomprom (Kazakhstan). "Extremely competitive fixed cost" for 10 yrs. QSE to expand solar PV manufacturing capacity to 2.5Gw from 300Mw now ... 1st commercial-scale cellulosic ethanol plant in Iowa now operating. 35M gal/yr cap ethanol plant now making additional 2M gal/yr cellulosic eth. Farmer-owned plant ... 6% biodiesel blend mandate in effect in Brazil started July 1. Biodiesel production to reach 3.1M metric tons in '14, up from 2.56M in '13. Argentina production to rise to 2.45M tons this year from 2M last year ... Enbridge, Enterprise Products completed 512-mile loop of oil pipeline system from Cushing, OK to TX coast. Commissioning to continue through 3Q14 ... Lawrence Berkeley Lab, U of Hawaii researchers found 1st step that changes natgas into soot. Could lead to more efficient fuels, more efficient use of fossil fuels ... Westinghouse to buy Italy producer of components for nuclear, oil, gas industries ... EDF unit got 20-year PPA with Great Plains Energy for 150Mw wind project in Kansas. Vestas 2 Mw turbines. Online by '16 ... RES Americas OK'd to build 200Mw wind project in MN. Vestas 2Mw turbines. Online Oct '15 ... Sun Edison (SUNE) closed purchase of AES' stake in Silver Ridge 336Mw US solar portfolio for $178.6M cash. SUNE plans to buy remaining 50% stake from Riverstone Holdings in '16 ... Renewable Power (India) raised $140 more from Goldman Sachs, Global Environmental Fund, Asia Development Bank. Will help Renewable double its clean energy portfolio to 1Gw by '15 ... Orix (Japan) may build coal, wood biomass plants in Japan. 110Mw each. Up to $491M cost ... Iran solar investment to increase to $60M this year. $12M in '13. (How pitiful is that? O, that's right, they want nuke plants. About 2 weeks left to make a deal.) ... Brit Columbia OK'd enviro assessment report for Pattern Energy (PEGI) 187Mw wind project ... Alinta Energy (Australia) to develop 50Mw concentrated solar power plant with energy storage in Australia ... UK spent 300M Pounds on independent clean/renewable power gen in '13. 843 projects ... Juwi (Germany) to restructure, cut 400 jobs ... DOE offering $4B of loan guarantees for clean/ren power gen, energy efficiency projects ... California emergency action to stop water grabs ... Drought relief lately for midwest soy, corn crops. (Along with the floods.) ... Safety concerns stopped Wisc plan to pit bacteria against zebra mussels ... TVA mulling replacing Memphis coal plant with NG ... NJ wants court to block seismic ocean research. (I assume research for oil/gas exploration.) ... Sunni militants captured Syria's largest oil field ... Vending machines in Australia take empty bottles, vend payback.

THURSDAY OPEN ... Market up 63/13/5. Volume holiday light. WTI under $104, Brent under $111. 288K new June jobs, rate down to 6.1%: fed. ECB left rates unchanged ... (stock #s in %) CBEH up 42. BHWX up 17. PSPW, USEI up 16. MKBY up 13. NORX up 10. CREE up 5 .... BFRE down 16. SOPW down 15. EWRL down 13. FNVRF down 11.

Wednesday, July 2, 2014

WEDNESDAY CLOSE ... Market up 20/-/1. Volume light. WTI over $104, Brent ~$111. NG $4.36 ... (stock #s in %) CSGH up 53, back over top lines (200-days). CBAK up 41 off all lines, new high on volume. CNTO up 25. WWPW up 21. POLR, CABN up 20. LEOM up 18, day 3 of surge to over top line (200). ABAT up 17, up to top lines (200s). FNVRF up 16 off bottom lines (50-days). AMPD, NAMG up 14. SLMU, SPIR up 13. PALAF, ACFN up 11 .... MGLT down 31. CBEH down 22. DSTI, BOPO down 18. ASPW down 14. AQNM down 12. AMLM, ENSL down 11. DPSM down 9, new low.

PHYSICIST OFFERING $30K PRIZE for proof refuting man-made global warming ... Leading UK medical group voted for fossil fuel divestment ... Satellite to monitor CO2 in atmos launched today by NASA ... EPA proposed update of standards for air pollutants from muni solid waste landfills ... Virginia created commission to plan ways to protect state from ocean rise, other likely effects of global warming ... Dramatic decline in Caribbean coral reefs from local stressors, not climate change: scientists ... N Dakota moving to capture 90% of flared natgas by '20 ... Colorado court says anti-fracking ballot measures can advance ... SPI Solar (Cal) to build 50Mw project in China ... Hackers finding open back door to grids through clean/renewable power plants ... NREL using supercomputer to see how enzymes break down cellulose ... Ukraine announced floating LNG terminal run by TX comp will start ops April '15 offshore Odessa. Potential 5BCM/yr capacity. Another onshore LNG project being revived. Could process 10BCM/yr. Problems: Turkey allowing LNG passage through Bosporus, finance ... U of Cambridge team broke 11-year-old temperature record for superconductivity (not much). Used gadolinium barium copper oxide ... IKEA near-doubled rooftop solar array on MD distribution center. Added 2.2Mw for total 4.9Mw ... DOI Aug 19 auction of 80K-acre site offshore MD for wind power development. Auctions off Mass, NJ later this year ... Public Service Enterprise Group unit to buy 13Mw TX solar project from juwi Solar for $22M ... UK Green Investment Bank fund investing $5.5M in 2 plants to gen power from farm waste in N Ireland. Local comp providing 3.2M Pounds more investment ... Hitachi started up 12.7Mw solar plant in Japan. NTT started up 6.5Mw solar plant in same 28.4Mw park ... Vestas to supply 166Mw of 2Mw wind turbines for MN project. Deliveries in 4Q15 ... "Alternate" energy mutual funds up avg. 28% in '14. "Green" ETFs up avg. 37.6% this year ... Philippines comp investing $200M in 70Mw of solar, wind projects in Bataan. Online in '16 ... Solar World (SRWRF) asking Commerce Dept to investigate China hacking ... Lattice Power (China LED maker) raised $80M in D round ... Europe Investment Bank to provide 150M Euro loan framework for clean/ren power gen, climate change mitigation schemes in Chile ... Next Era Energy Partners closed IPO at $442.7M ... Siemens, ABP filed for permit on 310M Pound wind turbine, rotor blade factory in UK ... UK solar industry deployed 1.47Gw in 1H14, more than all of '13. Now leading solar market in Europe ... Nevada grid regulator to lead development of "real time" western power market ... Electronic devices waste $80B/yr: IEA ... Miners illegally dredged Idaho river to protest EPA rules.

WEDNESDAY OPEN ... Market up 15/5/1. Volume slightly light. WTI under $105, Brent under $112. 281K new private jobs in June: ADP. US May factory orders down .5% ... (stock #s in %) LEOM up 47 more. IFXY up 27. CBAK up 25. ENSL up 21. GWBU up 17. CSGH up 13. CNTO up 12. EVSI up 11. BLDW up 10. SCTY up 4 .... WTWO down 25. DSTI down 18. ECAU down 16, new low. PRHL, CERPQ, NORX down 13. AQNM down 12. LYSDY down 11, with news. DPSM down 9 more, another new low.

Tuesday, July 1, 2014

TUESDAY CLOSE ... Market up 129/50/13. New highs. Volume may be slightly heavy when dust settles. WTI over $105, Brent over $112. NG $4.44 ... (stock #s in %) LEOM up 35, entangled in the lines in day 2 of surge. IFXY up 27. CERPQ, ENSL up 21. MGLT up 16, new high, doubled in last 3 days. XSNX up 12. WSGP, AMLM, ABAT up 10. SUNE up 2, new high. QTMM up 1, new high .... CSOL down 44. WWPW down 22. CNTO down 20. DSTI down 18. NORX down 13. DPSM down 12, new low. AQNM, NAMG down 12. MDDD down 11, new low.

OVER $5T OF $7.7T POWER GEN INVESTMENT next 15 years to go into clean/renewable power gen capacity globally: Bloomberg. Will help global CO2 emissions to peak by '30. 1/2 of investment to be in Asia. Investment in clean/ren power surpassed fossil-based 1st in '11. Fossil-based to shrink to 46% of total from 64% now. Est. 5K Gw gen cap to be added by '30. Fossil will get ~1.1K Gw. Solar to be fully competitive with other sources by '20 ... Russian hackers targeting oil/gas, power comps. "Ambitious" cyberattack hijacked energy control system updates ... New, stronger evidence that man-made climate change affecting US: McCarthy (EPA) ... Supreme Court declined to take up challenge from ethanol producers, others fighting California's low-carbon fuel standard ... Court taking case on gas manipulation that sparked crisis ... Fed appeals court threw out challenge to FERC approval of NG pipeline into NYC ... Colorado high court scuttled ballot proposal for right to clean air, clean water ... 9 states joined Murray Energy lawsuit against EPA rulemaking ... TX not liable for whooping crane deaths in parched refuge: appeals court ... Canada Supreme Court expanded ability of First Nation tribes to potentially veto proposed land use plans. (May stop oil sands pipeline to west coast.) ... Remote Alaska early-warning radar system could be at risk as region's coastlines erode from climate change: govt watchdog ... NASA canceled launch of 1st satellite to measure global CO2 ... Volcanoes may pack more atmos cooling power than had been thought: research ... U of Maine system creating degree programs in climate change ... Mountaintop coal mining linked to declining fish populations: USGS ... Beetle sending N American ash trees to the ash heap of history (extinction) ... States protesting EPA plan for beach contamination warnings ... Mysterious pollutant fouling NJ lake ... Lead exposure linked to depression in Chinese children: study ... Researchers attempting to breed heat-resistant "super chicken" ... FERC questioning New England's latest power gen capacity auction results ... BLM oil/gas permitting times "very long", accountability lacking: IG ... Top US fed agencies jobs vacant (200) in Senate confirmation limbo. Some waiting years ... Cheneire's latest 20-year LNG deal boosted US price point in Asia ... If we can't reduce offshore wind costs, quickly, we don't have an industry: OREC ... Statoil, Statkraft going ahead on building offshore Britain wind project ... Cape Wind getting $150M conditional DOE loan guarantee for offshore Mass project. Must first secure balance of ~$2.6B finance, ~1/4 from equity sales. Denmark's export credit agency pledged $600M loan guarantee in Feb ... Softbank unit, partner to build 100Mw 1st phase wind project offshore Japan. 5Mw turbines ... Canada JV to buy stake in 100Mw Quebec wind farm ... Ecotricity (UK) filed for 58Mw Scot wind project ... Northland Power OK'd to build 100Mw $356M wind project in Ontario ... Nautricity, Fundy Tidal teaming up on 500Kw Nova Scotia tidal power project. Summer '15 deployment ... Poet S Dakota plant hasn't been able to ship ethanol since last week because of flooded rail track ... Thai comp to build 600 metric ton/day biofuel plant in Myanmar to serve both countries ... China biodiesel production at 1/2 of capacity: study ... Rice U researcher converting biodiesel waste (glycerol) into chems with palladium-gold nanoparticles ... Pacific Ethanol (PEIX) added to Russell 3000, Russell 2000, Russell Global Indexes ... Researcher at U of Liverpool found magnesium chloride can be substituted for cadmium chloride (toxic, expensive) in solar cells. Mag chloride extracted from seawater, edible in tofu ... World Bank $78.4M finance for 480K more solar home systems in Bangladesh. Program currently installing 70K systems/mo. 3M already installed ... China commercial solar group formed to tackle trade wars ... NRG Yield completed buys of 2 solar plants, natgas plant in California for $349M cash. Total 590Mw ... Sumitomo Mitsui Bank, partners providing $62M loan for 18Mw wood biomass plant in Japan. Also 2.2B yen loan for smaller, similar plant ... GE to buy UK anaerobic digestion comp ... Philippine comp to invest $100M in clean/ren projects in next 2 yrs ... Intelligent Energy (UK) plans 40M Pound IPO. Fuel cell developer.

TUESDAY OPEN ... Market up 108/39/9. Volume normal. WTI ~$106, Brent under $113. China manufacturing expanded at fastest pace of year. Ukraine ended cease-fire. Bank runs in Bulgaria ... (stock #s in %) LEOM up 11, may be working out of double bottom. NGLPF, WSGP up 10. XSNX up 9. RBCN up 8. GTAT up 4, new high. PEGI up 3, new high. CREE up 3 .... CSOL down 44. ENSL down 32. WWPW down 22. NORX down 20. TMEN down 17. ECAU down 16, new low. DPSM down 12, new low. CCTC, EVSI down 10.

Monday, June 30, 2014

MONDAY CLOSE ... Dow down 25, Naz up 10, SP flat. Volume normal. WTI under $106, Brent under $113. NG $4.48 ... (stock #s in %) FNVRF up 46, back to bottom lines (50-day lines). LEOM up 26 on news, may be coming out of double bottom from Nov. ZNNMF up 26. MGLT up 24. CCTC, GERS up 14. PTOS up 13. PEGI up 2, new high .... IFXY down 36. WSGP down 33. CRCL down 29. MKBY down 23. CBEH down 22. WTWO down 20. CSGH down 17. AMEL, AWSL down 16. DPSM down 14, new low. BSRC down 13. XDSL down 11. ECAU down 10.

US GREAT LAKES UP TO FOOT HIGHER over last year. Expecting 3 more inches rise over next month. Result of longer-lasting ice cover, heavy snowfall, rainy spring ... Low water level of Lake Mead already affecting power output of Hoover Dam ... District court judge blocked expansion of Arch Coal's Colorado mine. Regulators hadn't offered adequate reason for failing to analyze social costs of carbon emissions linked to the project ... EPA released proposal to phase out use of potent GHGs in refrigerants, air conditioning ... NY agency approved plan to borrow $511M from federal Clean Water State Revolving Fund to help finance new $4B bridge across Hudson R. ... Emperor penguins on path for sharp population declines by 2100: scientists ... Deforestation intensifying in Indonesia wetlands ... Large majority of young Republicans believe in climate change: poll ... Appeals court tossed hazardous waste exemption for refineries ... Canadian Solar (CSIQ) supplying 12.6Mw of modules for Turkey project ... NY towns can ban fracking: NY Supreme Court ... China now world's largest solar PV market, passing Germany. 38.7Gw solar PV installed globally in '13. Total now installed 140.6Gw. China installed 12Gw in '13, up 232% on year ... Shale oil locked in rock. Oil shale is rock made up largely of ancient algae. Oil shale produces oil when heated to 5K*F. Produces ~1/2 energy of coal. Bigger carbon footprint than conventional oil, natgas or shale gas ... Estonia relies on oil shale for 84% of its power gen ... Could be as much oil in oil shale deposits in Colo, Utah, WY as rest of world's proven reserves of conventional oil. ~1/2 thought to be recoverable (est. 1.5T bls) ... Illinois providing $30M for purchase of solar power for IL power customers ... Westerly Wind sold TX wind project to First Wind. Up to 400Mw potential ... Alstom 80M Euro contract to supply 90Mw of 3Mw wind turbines for Poland project ... Camco Clean Energy may sell up to 750 batteries for energy storage over next 18 months. Receiving interest for 5K batts from around world. Vanadium-flow batts last up to 20 years ... Vestas won orders for 450Mw for 2 EDF projects in US. Both online 4Q15 ... US military installations at risk from eroding coasts, global warming: GAO ... Minnesota 1st state to require 10% biodiesel blend at pump ... EPA tightening Arizona emission caps to improve visibility at national parks ... Some ocean bacteria produce substance resembling flame retardants: study ... Male turtles exposed to BPA develop feminized organs: study ... Los Angeles expanding plastic bag ban to small grocers ... Innovative Solar Systems (US) got Duke Energy contract to build 80Mw solar project in N Carolina ... Electrica (Romania) closed IPO in London, Bucharest ... Next Era Yield Co (NEP) shares up 28% on NYSE debut ... Africa Development Bank to loan $142M for 100Mw concentrated solar project in S Africa ... Hareon (China) targeting $611M from share sale to establish solar PV module distribution JV with S Africa comp ... GCL Poly net loss $23.4M for FY14.

POLICIES CURBING GLOBAL WARMING can boost economic growth, create jobs, save millions of lives: World Bank President. Policies to reduce CO2 emissions in Brazil, China, India, Mexico, US, EU would increase global GDP $1.8T/yr ... Clean/renewable power 14% of total US power gen 1st 4 months '14. (~34% including nuclear.) ... Warmest May globally in over a century. Oceans also set heat record: NOAA ... Costs of power outages in US up to $150B/yr. Up 285% from '84. (Isn't almost everything?) US grid worth est. $876B. More than 70% of transmission lines over 25 yrs old. Avg. power plant over 30 yrs old ... Oil prices have 94% chance of going up 25-36% next 3 mo to year: charting expert. (Maybe he'll be wrong.) ... SInohydro to build 124Mw hydropower plant in Bolivia. Online in '18. $235M ... Pattern Energy (PEGI) bought 38.5% stake in 115Mw Chile wind project from AEI. Brings PEGI stake to 70% ... French initiative will facilitate loans for clean/ren power, energy efficiency, other projects in Jordan ... REC Solar, Kaua'i Island Utility Coop broke ground on 12Mw solar project. Online in '15. 6Mw lithium ion batt storage system ... OPIC approved investment guarantee of up to $230M for 141Mw First Solar (FSLR) Chile plant ... New $7B transmission line boosting wind power from west TX to east TX cities. Completed last year. 3,500 miles. TX hit 10Gw wind power capacity in March ... Sun Edison (SUNE) closed $190M finance for 73Mw Chile solar project. $48.9M from OPIC, $50.3M from IADB, $16M from Clean Tech Fund, $39.8M from Chile bank. Also local value-added tax facility worth $35M. Online later this year ... Brite Energy Solar got $14.2M in finance round to expand business ... Boralex (Canada) closed $194M finance for 2 wind projects in Quebec. 75Mw total. All online by late '15 ... Caribbean needs up to $30B investment to cut reliance on fossil fuels, expand clean power: Caribbean Development Bank. $20B needed next 5-10 years to replace power plants, upgrade grid. $10B to improve roads, airports, "climate-proof" infrastructure ... UK audit questioning $28B for 8 clean/ren power projects. 5 offshore wind, 2 coal-to-biomass, 1 biomass heat & power. "Too generous to developers."

MONDAY OPEN ... Dow down 20, Naz up 8, SP up 1. Volume slightly light. Argentina on brink of default, $539M due ... (stock #s in %) FNVRF up 51. ZNNMF up 29. XSNX, PTOS up 13. AMSC up 7 .... AWSL down 37. CRCL down 29. CBEH down 22. WSGP down 19. BSRC down 13. AMLM down 12. XDSL, SOPW down 11. NFEC, CNTO down 10.

Friday, June 27, 2014

IEA FORECAST RELIES ON IRAQ providing 60% of OPEC production growth this decade ... Lord Stern (not Howard. The UK one) warned current econ models fail to take latest climate change science into account ... World Energy Council reported world energy system threatened by global warming climate change. Power plants more vulnerable from droughts ... Low water levels on US Great Lakes threatening regional econ: report ... First Solar (FSLR) got $290M of loans for 141Mw Chile solar farm ... Zurich Insurance Group closing US climate change office after 6 yrs. To help persuade biz to press public officials for solutions to climbing disaster losses ... Maryland Energy Admin released road map for microgrid deployments. Part of strategy to withstand future storms ... Toyota expediting FCVs rollout ... Soft corals may help protect reefs from acidic oceans ... Researchers pinpointed virus strain that causes bee deformities ... India NG pipeline explosion killed 15, destroyed houses ... TX pipeline explosion injured 1, damaged power plant ... EPA moving on regs to cut GHGs used in refrigeration ... EPA science advisors endorse tighter ozone standards ... NC ordered Duke Energy to fix more leaking pipes at coal ash dams ... US Ex-Im Bank under Republican attack ... German lawmakers voted to reduce clean/renewable energy subsidies. Limits onshore wind, biomass; lowers targets for solar, offshore wind. Merkel plan to shut down nukes by '22, increase clean/ren to at least 80% by '50 ... Brazil ethanol production up 14% 1H June. 1.72B liters. Dry weather helped harvest, harmed crop ... Impending US bumper corn harvest pushing prices down to $4/bushel. (Maybe we can afford to eat some again, though it's GMO'd.) ... 1st commercial biofuels-powered flight from Sweden ... UK biofuel consumption up 22% on year. Q1 387M liters. Biodiesel most of increase ... Pacific Ethanol (PEIX) only interested in small-scale cellulosic ethanol plants. No more than 10M gal/yr each ... Thai energy price reform may in end force ethanol plant closures ... Nigeria offering to step in if Russia NG to Europe interrupted ... Golf ball dimples reduce drag. Cut air resistance in half at low speed. Affect reverses at high speed. (Um, wondering what reversal speed is.) MIT coming up with changing dimples. Stiff outside, soft inside. ( I can envision a dimpled Aeronca Champ.) ... Boralex closed $194M finance for 75Mw Quebec wind projects. (Kinda pricey.) ... Caribbean needs $30B investment to cut fossil fuel use ... UK audit questioning $28B clean/ren power projects ... Russia solar auction outstripped wind, hit 470Mw target ... 6-8Mw turbines to dominate UK wind market within a few years: Carbon Trust ... Domestic, legal action open to Italian PV investors after retro FIT cut ... UK overpaid for early CfD contracts: Natl Audit Office ... Statkraft offering 6B Euros of medium-term notes ... Clean/ren almost 20% of UK power gen in 1Q14. Up 9% yoy ... Brazil's Ancel got requests for 286Mw of wind farms ... Bright Source, Alstom got $808M finance for Israel CSP plant ... Windiga (Canada) got govt backing for $50M Burkina Faso solar plant ... Denmark to launch new $1B green fund ... Avantha (India) got 150M Euro offshore N Sea wind project contract.

FRIDAY OPEN ... Dow down 14, Naz up 6, SP flat. Volume very light. WTI under $106, Brent under $114 ... (stock #s in %) MGLT up 54. CSOL up 31. CNTO up 25. SATCQ up 19. MDDD up 17. LEOM up 13. NORX, PWDY up 10 .... WWPW down 30. ECAU down 15. BSRC down 14. KIOR down 11. ABAT down 8.

Thursday, June 26, 2014

THURSDAY CLOSE ... Market down 21/0/2. Lighter volume than yesterday. WTI under $106, Brent under $114. NG $4.43. Go Pro IPO: $3B ... (stock #s in %) CRCL up 30. AQNM up 29. AWSL up 29 off all lines. BLQN up 27, ditto. CSGH up 27. BSRC up 22. KIOR up 18 off bottom. MMMW, UBRG up 14. CCTC, PSPW up 12. ABAT, CBWP, HOKUQ up 10. CSUN up 8, in bottom lines (50s) .... PPRW down 30. CSOL down 26. CBEH down 23. CNTO, MGLT down 20. (Buyville for MGLT believers.) WTWO down 16. MDDD down 15. BFRE down 14.

HOTTEST EVER MAY GLOBALLY. 39th consecutive May warmer than 20th century avg. 351st consecutive month global temp hotter than 20th C. avg ... Moscow secretly working with groups opposing fracking to maintain Europe's dependence on Russia energy exports: Secretary-General of NATO ... Natgas fields globally may be leaking enough methane to make the fuel as polluting as coal for global warming over next few decades ... Sharp developing solar cell that can reach 60% efficiency. Solves problem of waste heat. Too thin to soak up much light. Works on single light wavelength. In theory increases cell's volt output over 2x. Gallium-arsenic, stack array ... DOE announced final energy efficiency standards for furnace fans ... Mediterranean region struggling with heat, sea acidification, jellyfish blooms ... Concentrated solar power could serve as competitive base-load source in some countries: report ... Gore pushing Australia emissions trading system ... 72% of Australians want to keep or expand clean/renewable energy target of 20% by '20 ... Britain's kelp forests could be destroyed within century by global warming climate change ... Climate change bad for Alberta frogs, helps coyotes, crows ... Minimum 20Gw new power gen capacity must be added to Russia grid next 2-4 years to meet increasing demand ... Colorado city voted down fracking ban ... Shale gas now 1/2 of all US production ... World GDP up 27.7% '05-'13: IMF est. ... Neonicotinoid pesticides key in decline of bees: scientists. Threat to nature same as once posed by DDT ... Branson: "we're killing the world" ... Europe hitting E5, E10 blend walls ... Steal less, invest more, run a fair game and by all means sell the NG pipeline system that Moscow uses to keep Ukraine in line: overriding sentiments at Ukrainian Energy Forum. Pipeline system worth $20-$30B ... Eni got contract for another offshore exploration block with Petro Vietnam. Eni already ops 3 other offshore exploration blocks there ... AES selling 45% stake in power plant, development projects in Philippines to Thai comp for $453M ... US can't afford to abandon coal: Institute for Energy Research ... El Salvador awarded 94Mw of solar contracts. 3 projects online in '16. $101-123/Mwh. Contracts worth ~$300M ... Pattern Energy Group (PEGI) increasing stake in 115Mw Chile wind project to 70%. $45.3M for 38.5% stake, assume $87M debt ... Canadian Solar (CSIQ), Samsung unit to build 140Mw solar plant in Ontario. Online 2H15. CSIQ should generate ~$280M revs from project ... Mitsubishi unit, 2 partners to build 52.5Mw solar plant in Jordan. Online in '16 ... Capture Solar raised $107M for India 75Mw solar park to supply businesses suffering from rising coal power costs. Online March '15. Will charge ~10 cents/Kwh. Coal power prices up avg. 40% since '10 ... Demand for Indian clean/ren energy credits rose to 3-month high this month after utilities were slapped with fines for not pursuing clean/ren power targets ... PCB levels declining in Lake Michigan coho, chinook ... Tepco pledging to restart reactors ... Welspun to invest $1.83B in 1.75Gw wind, solar pipeline ... KKR-Acciona Yield Co to deploy up to 1.25Gw clean power next 3 yrs ... Italy adopted decree to cut solar FIT for nominal capacity over 200Kw 8-20% from '15 ... Next Step Living - Boston energy efficiency comp - raised $25M in funding round ... Chile targeting 1.2Gw clean/ren power by '18 ... Merkel resisting EU clamp-down on clean/ren subsidies.

THURSDAY OPEN ... Market down 93/21/9. Volume very light. WTI under $106, Brent under $114. Iraq violence seen sparing oil supply ... (stock #s in %) AWSL up 29. CSGH up 28. BLQN up 27. BSRC up 23. KIOR up 10. POWR up 4 on upgrade. CSIQ up 4 on contract .... CSOL down 29. PTOS down 27. ENSL down 26. MGLT down 23. NORX down 20. WTWO, ZNBR down 16. CBEH down 11.

Wednesday, June 25, 2014

WEDNESDAY CLOSE ... Market up 49/29/9. WTI over $106, Brent over $114. NG $4.57 ... (stock #s in %) PTOS up 77 on news. WTWO up 50. ECAU up 44. CNTO up 25. POWR up 21 on volume, news. NORX up 17 on news. BFRE up 16. CREG up 13 on volume. IFXY up 13. CCTC up 11. CABN up 10 .... AEHI down 66. CBEH down 37. CSGH down 35. NGLPF down 19. LEOM, UBRG, ZAAP down 12. GERS down 11. XDSL down 10.

DROUGHT TAKING TOLL on hydropower gen in California ... Calif drought "fluke of nature": record coho salmon migration ... "Bee killer" chem found in home, garden stores: report ... Japan's hardest-hit Fukushima areas will be safe in '21 ... US Commerce Dept granted 2 TX comps permits to export oil condensate distilled during production ... DOE has no strategy to "proactively" overcome barriers to develop prototype of advanced nuke reactor. Could put project "on hold indefinitely", result in lagging US nuke industry: GAO ... Many coal mines won't be required to obtain Clean Air Act permits after Supreme Court rule on EPA CO2 rule ... Ohio helping develop "clean coal" power plant ... Rooftop solar leases scaring homebuyers. Solar adds avg. $25K value to home: LBNL study. But lease a liability to potential buyers. (Lack of understanding.) ... EON started $204M wood-fueled power plant in UK. 30Mw. (Really, $7/w for wood emissions.) But also hot water for local heat network online early '15 ... Japan to provide $17.6M for new trust fund in Asia Development Bank to promote low-carbon techs in region ... Isuzu, Euglena partnering to develop new kind of biodiesel using algae. Won't have to be mixed with fossil fuel. Goal of commercialization by '18 ... Voltalia (France) to raise up to $213M in share sale to finance wind projects in Brazil, France. They now have 291Mw - 11 projects - in construction in Brazil. Developing 120Mw more in 2 more projects. Also 2 10Mw projects in France ... UK's GIB 1B Pound fund to aid offshore wind industry recycle capital ... Greencoat UK Wind buying 2 wind farms for 96.2M Pounds ... France to sell 3.1% GDF Suez stake to finance Alstom investment ... Australia's clean/renewable share of power gen up to 14.76% in '13 from 13.14% in '12. Hydropower 55% of clean/ren gen ... Construction of Geronimo Energy's $350M N Dakota wind project delayed for year ... First Wind bought stake in 500Mw TX wind project ... Duke Energy to develop 52Mw solar project for Washington DC universities ... Ikaros Solar (Belgium) setting up JV with 2 Indian comps to develop 500Mw solar power next 5 yrs.

WEDNESDAY OPEN ... Market up 42/(1)/1. Volume light. WTI under $106, Brent under $114. US Q1 GDP down 2.9% in last revision ... (stock #s in %) CREG up 33. ECAU up 32. NORX up 29 on news. CNTO up 25. POWR up 20 on volume, news. AMEL up 20. BFRE up 16. PTOS up 15 on news. CCTC up 14. POLR up 9. ASYS, HIIT, AMTX up 8. AMPD up 7 .... TMEN down 28. CSGH down 27. MDDD down 18. PRHL down 17. XDSL down 10.

Tuesday, June 24, 2014

TUESDAY CLOSE ... Market down 119/18/12. Volume normal, but higher than recent. WTI $106, Brent over $114. NG $4.56 ... (stock #s in %) CSGH up 112. CPWY up 38. CSOL up 33. TMEN up 22. EWRL up 18. AMPD up 16. NGLPF up 12. XDSL up 11. NAMG, POLR, LEXG up 10 .... CREG down 30. PTOS down 25. WTWO, CNTO down 20. PWDY, ZNBR down 16. AQNM down 13. AMTX, BSRC, CCTC down 12. MGLT, ZNNMF down 11. AMEL down 10.

UNCHECKED GLOBAL WARMING could put 1-5% of Florida coast below sea level by 2100. 15-20% in Louisiana. New report from coalition of senior political, economic figures from left, right, independent including former Treasury secretaries including George Shultz. Entire states in US southeast, Corn Belt may lose much of their ag. Spending time outside in summers will become physically dangerous, throwing construction, tourism into turmoil. Trillions of dollars at risk. Colder states will gain ag. Ocean rise of 6-8 ft can't be ruled out. 40% of US folks live on coasts. (Why do we want to take the chance to see if all these predictions are wrong? The United States was born on a big risk. But ever since has worked on eliminating future risk and making life better for future generations. Let's keep doing that.) ... US Supreme Court decision yesterday (7-2) said EPA could regulate sources of GHGs as long as sources would already need permits for emitting conventional pollutants. Exempts millions of schools, apt bldgs, businesses, etc. EPA will be able to regulate sources responsible for 83% of emissions. The other 5-4 decision said an agency has no power to "tailor" legislation to policy goals by rewriting unambiguous statutory terms. Bottom line: EPA got almost everything it wanted. But hamstrung on mine emissions ... Mayors of US' largest cities willing to act on their own to combat global warming. Tired of lack of states', Fed progress. Conference of Mayors unanimously approved global warming resolution ... World Bank report making $1.8T case for battling global warming ... No-till farming (herbicides sprayed on fallow fields for weeds instead of plowing under) may help cool global warming: research ... U of Dayton divested largest endowment yet from fossil fuel comps ... Obama calls New Zealand "excellent partner" in intl global warming fight ... Climate change threatening US juice grape industry ... Australia PM hopes to repeal carbon tax with new bill ... EU on track to meet '20 energy efficiency goals, could raise '30 target ... Wisconsin Energy buying Integrys Energy's regulated el, gas, transmission biz for $5.7B ... Critics asking FERC to consider climate before issuing more LNG export approvals ... World EV market to grow from $1B in '09 to $14B by '16: Frost & Sullivan ... NREL boosting lith-ion batts with nanotubes, nanorods. Improves performance, life. Tech licensed to Nano Research ... Expert sees 3 probs for US solar industry near future. Trade war, utility rate design, ITC extension ... Lake Mead went down 6 ft in last month. Going down ~20 ft/yr. At present rate, 10 yrs until AZ loses 50% of water supply, Tucson 72% ... India raised ethanol blend mandate to 10% from 5% ... Brazil's biggest clean/renewable energy producer got OK for 4 more wind farms. 78.2Mw ... Worries rising over safeguarding coal ash dumps as old power plants close ... As tablets, flat-screen TVs, laptops, etc. increase, total power use drops: report ... Oil pipe breach in E Kansas coated houses with mist ... S Africa platinum miners' strike ended ... Researchers flagging neonicotinoid pesticides "serious risk" ... Enviro crime boosting syndicates, insurgents: UN ... UN rejected Australia plan to strip rainforest protections ... Almost 1/2 of new US wind projects not guaranteed to qualify for PTC ... Scotland banned wind power development in Natl Parks, scenic areas. 19% of country ... KKR bought 417M Euro stake in Acciona's clean power unit. Intends to make it yield comp ... Tanker with Kurd oil sold to Israel last Friday. Denied by Kurd Ministry. 3 more tankers now loading in Turkey. Kurd pipeline to Turkey 100Kb/d cap. Main 600Kb/d pipe runs through ISIL-held ground. Kurd oilfields now producing 120Kb/d. By yearend, pipe flow and production could be 400Kb/d. Meantime, extra oil trucked to Turkey ... Bidding on 4B bl oil field, 300Kb/d refinery in S Iraq put off indefintely. (A little preoccupied.) ... Russia, Iran to build at least 2 new nuke plants in Iran. Rosatom aims to grow order book to $100B this year, up 25% on year. New projects in Hungary, Kazakhstan, India, Iran ... Ethos Distributed Energy (Colo) buying Rev1 Renewables to expand clean energy portfolio ... Neste Oil (Finland) buying Renewable Algal Energy (US). Turns algae into diesel ... Toshiba supplying 1MW batt for energy storage pilot project in UK. Lithium-titanate batt. To be connected to grid to manage solar, wind power ... GS Yuasa (Japan) to build 1Mw solar station with 100Kwh energy storage system in Gunma. Online in Jan ... S Cal Edison launched 290Mw small-scale (3-20Mw) clean/ren energy tender ... Green Investment Bank (UK) to launch new 1B Pound fund to buy stakes in operational offshore UK wind farms ... NIBE (Sweden) $351M bid for US geothermal heat pump maker Water Furnace Renewable Energy.

TUESDAY OPEN ... Market up 30/27/4. Volume light. WTI over $!06, Brent over $114. Putin renounced right to send troops into Ukraine ... (stock #s in %) ZNBR up 60. CPWY up 38. XDSL up 22. TMEN up 18. EWRL, NAMG up 10 ... CNTO down 20. CRCL, CREG down 17. AMEL down 14. MGLT down 11.

Monday, June 23, 2014

MONDAY CLOSE ... Market down 9/0/0. Volume a little light, may get up to normal after close. WTI over $106, barely; Brent over $114, barely. NG $4.48 ... (stock #s in %) MGLT up 45. IFXY up 43. ENSL up 22. MKBY up 20. MDDD up 16. EVSI up 14. LEOM up 10 .... AEHI down 40. FNVRF down 31. CSGH down 27. DSTI down 25. CRCL down 23. AWSL down 22. CABN down 20. XDSL down 18. WTWO, ECAU down 16. NORX down 15 with news. BFRE, PSPW down 14. HIIT, NGLPF, ZNNMF down 11. PTOS down 10.

US SUPREME COURT struck down part of EPA CO2 rule permitting process ... N Korea army mobilizing to combat drought ...In last 2 yrs, almost as much solar power added around world as had been added since solar cell invented. 38Gw installed in '13. World total now close to 140Gw. Germany 1st with 36Gw. China 2nd at 18.3Gw ... Globe broke May high temperature record ... Minnesota wettest first half of year on record. Global warming already transforming Minnesota's forests: USFS report ... JA Solar (JASO) started mass production of new solar cell. 20.4% efficiency ... Cutting pollution saves lives, improves health. But global warming could undermine health gains: research ... Michigan's largest utility plans to cut coal fleet by 1/3 ... NY, RI passed climate change bills to protect them from extreme weather ... Fiji accusing global community of deserting Pacific nations on climate change. (Paradise may be lost.) ... Canada insurance industry adapting to more frequent, more severe storms ... India likely to scrap US, Asia solar dumping tariffs ... Clean/renewable power provided 88% of new US power gen capacity in May. Wind 203Mw from 2 farms. Solar 156Mw, 5 farms. 5Mw biomass. .2Mw hydro. 2 new NG plants for 49Mw. 1st 5 months '14 clean/ren 54% of new powgen cap added. 907Mw solar, 678Mw wind, 73Mw bio, 32Mw geothermal, 8 Mw hydro. 1,437Mw NG, 1Mw oil. Since Jan. '12, clean/ren 48% of new US powgen cap, NG 38%, coal 13% ... French state bank setting aside 5B Euros for green projects. 1/2 for energy efficiency in buildings, 2B for clean transport, 500M for clean/ren powgen ... Oak Ridge Lab to house 2 new Energy Frontier Research Centers. Among 32 projects getting $100M from DOE ... UK Carbon Capture Center awarding 2.57M Pounds to 14 new carbon capture, sequestration projects ... Russia cut off talks with Ukraine over NG debt ... Energy Investors Funds bought additional 50% stake in Newark Energy Center from Hess using $590M loans from bank, GE, Mitsubishi ... Study linked pesticides to autism, developmental delays ... Arctic well targeted by Greenpeace came up dry ... Oil storage tank spill released 7,500 gal into Colorado River ... Amtrak, California agency ended agreement on high speed rail development ... Long-term study links declining GHG emissions to lower death rates ... More leaks found at Hawaii fuel storage site ... San Fran Bay area agencies agreed to consider GHG impacts on transportation plan ... Oregon to use drone to scout forest fires ... Coal terminal construction stopped near Great Barrier Reef ... EDP maintaining strong US wind project pipeline ... Floating turbines to be developed abroad, imported to Europe: Carbon Trust ... Ascent Solar Tech (ASTI) to invest $128M in China solar factory ... Canadian Solar (CSIQ) in talks to buy Solar Semiconductor (India). 195Mw annual module production. Owned by Analog Devices (US) ... JA Solar (JASO) targeting 350Mw in '15 for new solar cell production. 170Mw by end of '14 ... Alstom board OK'd GE bid for energy biz. Near $17B ... Kyocera target 1.4Gw module production for FY14/15, up from 1.2 previous year ... Argentina reduced export taxes for biodiesel to 9.35% from 11.07% ... Ontario to add 3.5Gw wind, solar, hydro, biomass by Nov '15 ... China Longyuan Power Group raised $321M debt. 5.1% interest rate.

ISIL TOOK IRAQ'S BAIJI refinery over weekend. Gasoline shortages already in Mosul, Kurdistan, Baghdad. If govt can't retake it, may have to blow it up. Baghdad still controls 350Mw hydropower dam upstream ... 2 tankers - 1.3M bls - loaded in Libya over weekend, left port ... NATO detected new buildup of Russian forces on Ukraine border ... EIB lending $132M to GazSystem (Poland) to expand pipeline to move NG to Czech Republic, Slovakia, Ukraine ... China moving 2nd offshore oil rig closer to Vietnam ... US oil crude, NG liquids production in May up 14.7% over May '13 ... Gazprom Neft to drill Arctic waters this summer ... Russia official: investments in E Russia oil development expected to grow by over $1T. Eastern direction in oil/petrol products exports to increase from 12% to 23% of country's total ... ENI reached 25Kb/d production rate at 200M barrel field offshore N Slope Alaska ... BP, CNOOC $20B long-term deal for BP to supply LNG to S East China ... Statoil, Exxon NG discovery offshore Tanzania adds 2-3TCF to field, now total 20TCF ... 200-970K abandoned oil/gas wells in PA account for 4-7% of est. man-made methane emissions in state: Princeton U study. Also risk to groundwater ... American Airlines cutting flights to Venezuela from 48 to 10 in dispute over revenues being held by Venezuela ... US production of oil/gas/coal on Fed lands, waters down 7% in '13, largely from cut in WY coal production: EIA ... California to impose 6.5 cents/bl fee on oil-by-rail to Cal starting next year. Same fee for every barrel piped to refineries from inside state. Will raise $11M/yr for oil spill prevention, emergency clean up.

MONDAY OPEN ... Market down 32/2/0. Volume normal. WTI over $106, Brent over $114 ... AMLM up 31. SOPW up 23. MKBY up 20. EVSI up 17. AMEL up 16. SSOL, ZAAP up 13. ENSL up 11. QTMM up 7, new high .... CSGH down 27. DSTI down 25. CNTO down 20. WTWO down 16. ECAU down 15. MDDD down 11. USEI down 10.

Friday, June 20, 2014

FRIDAY CLOSE ... Market up 25/8/3. Volume double normal (options Friday). WTI over $107, Brent over $114. Ukraine ceasefire, US expanded sanctions. Gold back over $1,300 ... (stock #s in %) AWSL up 81. Up 8x from year's bottom. CRCL up 53. TMEN up 38. DSTI up 33. XDSL up 22. WTWO up 20. GERS up 17. MMMW up 14. PWDY up 13. NGLPF up 12. ECAU up 11. AMTX up 4, new high. ABGB up 3, new high .... ZNBR down 36. AMEL, EVSI down 19. ENSL down 12. AMLM down 10.

SPAIN SET NEW RATES for power suppliers using clean, renewable power sources based on "reasonable return". Ended subsidy system. 1,761-page regulation takes effect tomorrow. Return based on cost of investment, many more parameters. Country awarded $68B of subsidies last 25 years. Didn't secure all money needed to fund it, though. Subsidies cost about 9B Euros in '13. "Tariff deficit" carried by traditional power distributors, securitized in chunks to private investors. But Spain power generation over 50% clean on sunny, windy stretches ... France proposing cap on nuclear power generation at current level of 63.2Gw, shift reliance to other clean, renewable power. Nuke now 75%, target 50% by '25 ... India's plan to impose duties on solar imports threatens up to 3.5Gw of solar projects. Solar would no longer be cost-competitive with peak power prices on grid ... Italy proposing retroactive cuts to solar FIT ... China introduced offshore wind FIT of 12 cents/Kwh for inter-tidal projects, more for near-shore ... Fickle fed support, extremely high capital costs, weak demand for clean power investments (really?) holding back clean power bonds. State, municipal bonds offer proven way to address issue ... Tesla (TSLA) to expand fast-charge network in Europe. Drive across Europe by yearend. Opened 3 charging stations on German highways to reach Switzerland, Austria. 36 TSLA sales outlets Sweden to Italy. 23 charging stations now in Europe. Plans to open more than 30 service centers, stores in Europe ... Fuels America says E85 can save drivers 61 cents/gallon ... KiOR (KIOR) laying off workers at Mississippi cellulosic ethanol plant. Focus back on research, development. 55 workers still on site. 18 gone ... US ethanol production hit record 972Kb/d week ending June 17 ... US Chamber of Commerce estimates new EPA CO2 rule to cost economy $50B/year ... Biggest polluters in order: China, USA, India, Russia, Japan. China over 25% of global emissions ... BSNF said it would consider legal action if Montana made oil-by-rail shipment details public. US oil-by-rail shipments 110K cars in 1Q14. Now, Chicago safety officials will know when, how much oil goes through city after new rules. 1/4 of US rail freight goes through Chicago ... Breeding of farm animals moving toward limiting farting (methane emissions) ... Luke AFB to lease 100 acres to Arizona Public Service for 10Mw solar plant. 4Q14 construction start, online summer '15. 30-year lease for $6M ... Los Alamos partnering with Toshiba to remotely, safely peer inside nuclear reactors ... Poll: Duke Energy, not customers, should pay for coal ash ponds clean up. 91%. 33 ponds. Cost estimate $10B. 82% would vote against political candidates who want customers to pay. 77% want all ash ponds cleaned up. 63% concerned low-income communities will be targeted for ash disposal ... Asian Development Bank bought 25% stake in Welspun Group clean power unit for $50M. Will allow Welspun to double solar, wind capacity to 600Mw by 1Q16. ADB spending target $2B/year for regional clean power ... US National Park Service banned drones from parks ... Biden announced initiative to boost Caribbean clean power ... Pennsylvania suing dozens of oil comps over leaks, water pollution ... 8minutenergy (Cal) target $1B solar projects by '16 ... Two companies to build 1Gw solar park in Telangama India ... Proterra (S Carolina electric bus maker) raised over $30M to meet rapidly growing demand ... Japan installed over 7Gw solar power last fiscal year ... First Wind signed PPA with Berkshire Hathaway unit for 320Mw Utah solar park ... Sun Edison (SUNE) to buy 50Mw of solar projects from Blue Wave. 12 projects ... Trina Solar to supply 60Mw of panels to Xinyi Solar ... Next Era Energy Partners IPO to raise $341M.

CLIMATE PATTERNS unlikely to ease California drought: NOAA ... Re-routing planes to avoid making contrails could benefit climate: study ... Engineers designed robot to find water, methane leaks ... California giving money for electric vehicle charge stations ... Harley Davidson introducing electric cycle. (Not your dad's Hell's Angels.) ... New discovery could help genetically modify trees to survive global warming ... N Carolina: records show engineers working for Duke Energy warned the comp near 30 years ago about the coal ash spill danger ... Greenko Group (India) had 55% increase in year's profit ($12.7M) after more than doubling power generation capacity to 661Mw. Targets of 1Gw by '15, 2Gw by '18. About 423Mw of wind power, hydropower now in construction ... Onshore wind power cost about $85/Mwh. $82 for coal ... Siva Power - US thin-film solar maker - got $15M to expand research, manufacturing operations ... Coca-Cola plant in India forced to close over pollution, water concerns ... France aiming for 40% clean/renewable power by '30. (They do have a lot of nuclear. Are they counting that as clean power? Of course, there are GHG emissions created in mining of uranium, building of power plants, processing uranium. Also full-cycle GHG emissions for wind, solar, hydro, geothermal, ocean power. But clean power wins over fossil overall. To clean the air, reduce chances of our kids frying in the future. OK, soapbox being taken away.) ... Nordic Investment Bank providing 50M Euros for biomass-fired cogeneration heat/power plant in Sweden ... DOE allocating $100M to 32 energy research projects for 2nd round ... OX2 (Sweden) bought 220Mw of wind power assets from Greenfield (Poland) ... Electrosul (Brazil) to invest $44M in substation for 583Mw wind power project.

FRIDAY OPEN ... Market up 48/flat/2. Volume very heavy (options Friday). WTI over $107, Brent ~$115. (Slowing global growth.) ... (stock #s in %) IFXY up 24. XDSL up 22 on news. WTWO up 20. NAMG up 11. MDDD, MMMW up 10. AMTX up 3, new high. SUNE up 2, new high on news .... ZNBR down 35. CSGH down 34. GERS down 28. NGLPF down 19. PTOS down 16. NORX down 10.

Thursday, June 19, 2014

THURSDAY CLOSE ... Market up 14, down 9, up 2. Volume probably new normal. WTI up over $106, Brent up over $115. Gold back over $1,300 ... (stock #s in %) AEHI up 400. VNDB up 100. CSGH up 55. BLQN up 32. CNTO, GERS up 25. BFRE up 20. QTMM up 17, new high on news, volume. NORX up 16. AMLM, CABN up 13. BSRC, PSON, ZNBR, INIS up 11. NGLPF, AWSL, AMTX up 10 .... ENSL down 45. MGLT down 31. ECAU down 30, new low. IFXY, PWDY down 24. USEI, MDDD down 17. WSGP, WTWO down 16. LEOM down 15. JUHL down 12.

EXXON, BP EVACUATING Iraq workers ... Ukraine vowing unilateral ceasefire ... Large swaths of land in India turning into desert ... Iraq officials est. ISIL 6K strong ... Clean energy, if properly adopted, could create better paying jobs, improve intl trade balances, promote industrial development around world: IRENA ... Sempra Energy got final US approval for Louisiana LNG export terminal. US' 2nd. Construction start later this year. $9-10B. 75 conditions. Fully online '18. 1.7BCF/d. Partnered with GDF Suez, Sumitomo Mitsui, Mitsubishi/Nippon JV ... Oakland voted to reject investments in fossil fuels, oppose rail oil shipments ... Global oil/gas exploration/production spending to hit record $712B this year: Barclays. But comps slowing offshore development spending. Costs skyrocketing ... Prices for Chinese solar panels to rise avg. 14% in US from import duties that may be imposed later this year: GTM Research. Price of panels on spot market now 79 cents/w ... Russia to shut Nord Stream NG pipeline for maintenance. (Uh-huh. Good timing, Vlad.) ... Coal met 30% of world's energy demand in '13. Highest since '70. Up 3% from '12. Oil met 33%. Coal use to jump 1.2B tons '12-'17: IEA. (We'll see.) ... Panasonic, Sharp, Sunpower (SPWR) new tech for record solar efficiency. 25.6%. Cost competitive with fossil fuels. Broke 20-yr 25% record ... Manchester NH going with LED street lights with PSNH help. El bill to be cut near in half from $1.4M/yr. $3.7M city bond to cover cost. 9K lights. Net savings $300K/yr. Also savings having city workers maintain. LEDs cast brighter light than sodium lights ... Solar World, RGS Energy (RGSE) partnering to deploy US-made solar panels nationwide ... Dominion to buy 20Mw Cal solar project from EDF US unit ... Rocky Mountain Power (Buffett unit) closed 2nd deal this month to buy solar power from First Wind Holdings projects. 4 80Mw solar farms in Utah ... FLS Energy began building 38Mw N Carolina solar farm ... Onzo (UK) raised $2.4M to expand in US. Gathers data on public energy use for utilities ... Smart grid investment last year in Americas $3.6B ... Joule Assets financing 10 firms with potential $90M pipeline. In talks for up to $270M.

THURSDAY OPEN ... Market down 11/6/1. Volume light. WTI under $106, Brent over $114 ... (stock #s in %) AWSL up 110. HOKUQ up 28. SSOL up 27. CNTO up 25. QTMM up 21, new high on news. NORX up 16. MMMW, GERS up 10. AMTX up 5, new high. TSLA up 3 .... ENSL down 42. ZNBR down 26, new low. ECAU down 16, new low. WSGP down 16. LMRMF down 15. MDDD down 13. USEI down 12. UBRG down 11.

Wednesday, June 18, 2014

WEDNESDAY CLOSE ... Market up 98/25/14. Volume a little light. Fed raised interest rate forecast for next 2 yrs, lowered them for long term on slowing growth (Ghost of Greenspaneze). WTI over $106, Brent over $114 ... (stock #s in %) CSKH up 100. ENSL up 58 on volume, back over bottom lines (50-days). PTOS up 38, back over top line (50). CERPQ up 30. LEOM up 20. JUHL up 19. WSGP, PSPW up 17. PLUG up 17, jump over top line (50) on volume. AMTX up 16, new high. BLDP up 16 on volume, jump off top 50. ABAT up 13. HYGS up 13, over 4-line convergence on volume. MKBY, XDSL, NAMG up 12. ALTI up 11, day 2 of surge on not much volume. MDDD up 10. ABGB up 4, new high. SCTY up 4 .... ZNBR, AWSL down 42. NORX down 28. GERS down 24. CSGH down 21. HOKUQ down 21. NGLPF down 20. SATCQ down 19. CRGE, SSOL down 16. WTWO down 14. QTMM down 13. AMEL down 12. SOPW, BFRE down 11. PSON down 10 on news. MMMW down 9, new low.

FIGHT ON BETWEEN IRAQ ARMY, ISIL for country's largest oil refinery ... Russia considering $1.5B investment in Crimean clean/renewable energy ... Canada approved Northern Gateway 500Kb/d pipeline to send oil sands crude to B.C. Pacific coast. 209 conditions attached to Enbridge deal ... Lake Mead to probably fall to lowest level since '38 next month. Possible cuts of water deliveries to cities, even Phoenix, Tucson. Mead ~45% of capacity. Lake Powell ~42% ... DOI plans to auction over 1,100 sq. miles offshore Mass for 5Gw wind power ... Existing models "grossly underestimate" costs of global warming: chief UK climate economist ... Tesla (TSLA) Model X production on track. Could be big '15 ... Arctic warming means fewer extremely cold days in US, UK: study. (Obviously, not the case last winter in US Midwest.) ... TX residents say data links injection wells to quakes ... N Dakota topped 1Mb/d oil production ... Global shale boom will spread sooner than expected: IEA. Could hit 650Kb/d non-US by '19. Russia, Argentina, Mexico ahead of the pack ... Solar City (SCTY) bought Silevo for $200M. 32Mw solar module factory in China, promising tech. SCTY plans 1Gw NY panel factory within next 2 yrs. Crystalline-amorphous hybrid cell. 21% efficient. Hopes to reach 24% next couple years. Uses copper, not silver. 26% efficiency potential because panel absorbs sunlight on both sides ... Mass granted $3.5M to 9 comps for renewable thermal power ... India using blend wall argument to keep ethanol mandate at 10% ... Repsol, Spain comp JV got US patent to make advanced biofuels from glycerine ... US now world's largest petrol liquids producer, largest exporter of refined petrol products. US net exports of refined products est. 3.5Mb/d by '20: IEA ... China president Xi says China needs energy "revolution". Govt drawing up new criteria for reforming energy use, production, moving faster to update energy regs ... Romania nuke power use up 1.6% in '13. .5% of '13 world total ... Chev Volt owners passed .5B electric miles driven. Over 63% driven in EV mode. Over 970 miles between gas fillups. $1,450/yr fuel cost savings. Reduced gas use over 25M gal ... Sun Edison (SUNE) to buy 50% stake in AES unit's 336Mw solar project, 40% stake in 183Mw solar project ... AES selling majority of its solar biz for up to $207M. To get ~$50M more from Google investment in Cal project ... EPA carbon rules designed to boost nuke plants struggling to compete: McCarthy ... 50Mw New Mexico solar plant now online. First Solar (FSLR) sold it to Southern Power last month. El Paso El buying power. Sited on less than square mile ... Food waste-to-power plant opened in England. ~120K metric tons/yr food waste feedstock. Converts to methane for NG grid ... NewCO2Fuels (Israel) needs $5M more for trial plant. CO2/water-to-synthetic gas ... Ener Capital (Czech) got $54M from Poland comp to invest in CHP projects from NG, biomass in Europe. Ener seeks to raise $50M Euros for 10-yr energy efficiency fund ...Tata Power Solar finished 50Mw solar plant for NTPC in India ... Suncor, Ecolab, SK Group investments brought Emerald Clean Tech Fund up to near $100M ... 4 former Republican EPA chiefs lauded EPA carbon rule in Senate hearing ... US to see more wind power M&A in '15 than past 4 yrs: Tamra-Tacoma Capital ... Denmark delayed Vattenfall 600Mw offshore wind project 2 yrs. New growth strategy ... EIB 260M Euro loan for Swedish biomass CHP plant ... Export Development Canada 125M Euro loan to Northland Power (Canada) to finance 600Mw wind project in N Sea ... Rame Energy (UK) to get $69M finance for 118Mw wind projects in Chile.

WEDNESDAY OPEN ... Dow down 24, others flat. Volume light. Fed wait. WTI over $106, Brent over $113 ,,, (stock #s in %) CNTO up 25. LEOM up 20. JUHL up 19. CRGE up 16. ALTI, HYGS up 10. AMTX up 9, new high .... ZNBR down 35. CCTC down 20. SSOL down 19. NORX down 16. SENY down 15, new low. WTWO, NGLPF down 14. GERS, UBRG, USEI down 11. NFEC down 10.

Tuesday, June 17, 2014

TUESDAY CLOSE ... Market up 27/16/4. WTI over $106, Brent over $113. NG $4.71 ... (stock #s in %) HOKUQ up 204. WTWO up 40. ZNNMF up 35. EWRL up 34. MKBY up 32. SSOL up 26. QTWW up 21. ABCE, CRGE up 20. ALTI, AMEL, SCTY up 17. XDSL up 14. CBAK, NGLPF up 12. VSPC, ASYS up 10. JASO, WEST up 9. CSIQ up 7 .... ZNBR down 35. CNTO down 20. LEOM down 18. NAMG down 17. JUHL, USEI down 16. AMLM down 13. CABN down 12. DSTI, PTOS down 11.

ISIS REPORTEDLY SEIZED $425M from Iraq central bank in Mosul (That'll keep them going awhile.) ... Ukraine NG pipeline exploded. Pipe serves Europe. Gas shunted quickly to parallel pipe to Europe ... US exported 268Kb/d oil in April, highest in 15 yrs: EIA. Almost all delivered to Canada ... Kerry: climate change "1 of greatest threats" to oceans. (Um, shouldn't he be talking about Iraq?) ... Nolja Energia to build up to 1.1Gw wind farm offshore Estonia ... UK OK'd Vattenfall, Scottish Power Renewables plan to build 1.2Gw wind farm offshore Britain ... First Flight Wind cut N Ireland 600Mw wind farm plans in half after zone assessment ... Infosys (India) to build 50Mw solar farm in Kamataka ... Shunfeng PV raised $276M from bond offer ... Russia 1.6Gw wind tender got just 51Mw interest. 1 bidder ... Aspen Aerogels - insulation developer - priced IPO at $82.5M ... Honduras planning 300Mw clean, thermal power tender ... Brazil federal utility, PEC Energia to invest $224.8M in 120Mw wind power ... Admirals Bank $200M loan program for Sunpower (SPWR) residential solar projects next 2 yrs. Residents can borrow up to $60K for system, plus get Fed, local incentives ... Delta signed with Carbon War Room (non-profit founded by Branson) to advance renewable jet fuel ... Amyris (AMRS), Total to begin marketing drop-in jet fuel after ASTM revision ... Byogy, Aus Agave partnering up to advance agave as av biofuel feedstock ... India promising 24/7 power for all by '22 ... Gulf of Mexico ecosystem still feeling effects of BP spill 4 yrs ago ... Duke Energy awarded $500K grant to U of S Florida for solar array for power, study ... Yingli 11th straight Q loss. Stock surge up to 12% on sales forecast. Shipped 630Mw Q1. Full year forecast 4-4.2Gw. 3.2Gw last year. Profit margins up. Q2 shipments est. 870-950Mw. Looks like no profit this year ... Solar City (SCTY) plans 1Gw solar panel manufacturing plant in NY to accel lower costs. Bought solar manufacturer ... Suncor, Ecolab, SK Group brought Emerald Clean Tech Fund (Swiss) to $135M ... Wanxiang's A123 bought batt tech from Leyden Energy possibly to make EVs. Over 20 patents. Non-flammable electrolyte, lithium titanate techs allow for faster charges, discharges ... Cal cut water to Forest Service, senior users. Drought. Warned of more cuts ... States, D.C. signed new Chesapeake cleanup pact ... Poaching funding terrorist groups: US trade official ... Biscayne seeks fishing restrictions to save wildlife ... Judge ruled all landowners must agree to coal strip mining (?!) ... BP made first NG deal with Pentagon since sanctions ended ... Cable TV boxes hog energy in US homes ... Miami Beach looking to expand styrofoam ban.

TUESDAY OPEN ... Dow down 16, Naz up 7, SP down 1. Volume light. WTI over $106, Brent over $113 ... (stock #s in %) WTWO up 20. QTWW up 17 on news. AMEL up 14. PSON up 13. NGLPF up 12. SSOL up 11 on news. VSPC up 11. SCTY up 10 with volume on news. GERS up 10. SUNE up 4, new high. TSLA up 4 on news .... ZNBR down 35. NORX down 27. SOPW down 18. SATCQ down 17. AMLM down 13. ENSL down 11.

Monday, June 16, 2014

MONDAY CLOSE ... Market up 5/10/1. WTI under $107, Brent under $113. NG $4.75. China ahead of US with $14T corp debt: SP. Iraq forces searching Baghdad homes for food hoarding. Huh ... (stock #s in %) NORX up 47. IFXY up 30. FNVRF up 29. SATCQ up 28. NFEC up 21. AMLM, AWSL, INIS up 12. ASTI, CBWP, SUNE up 10. SUNE on news. AMTX up 9, new high. TSLA up 8 on volume, news .... AEHI down 50. MKBY down 37. BLQN down 31. ASPW down 22. CABN down 20, new low with volume. CERPQ down 20. WTWO down 16. DSTI, EWRL down 14. GERS, GWBU, NGLPF, ZNNMF down 13. LMRMF, XDSL, ZNBR down 12. Wala. The do da. Have a good night pards.

KURDS SEIZED KIRKUK last week after Iraq forces scrambled the hell out of there. Kurds, ISIS skirmished. Kurds' historic capital ... 4 Iraq army divisions routed by ISIS last week. Iraq has 10 more divisions. So, Shiites have money, bulk of Iraq oil. Sunnis have control of the river waters, oil refining cap. Kurds have their own oil, historic land. And Baghdad still figuring out forming new govt. (O, that democracy. Ain't easy.) ... Monarchy in Jordan destabilizing with all the refugees ... 3 unmarked T-64 tanks showed up in Ukraine separatist hands. US verifies they came from Russia. (Earlier news that Gazprom lowered NG supplies to Ukraine corresponding to Ukraine use.) ... Oops. IEA est. of global oil demand to increase from 91.4Mb/d in 1Q14 to 94M in 4Q14. (Formerly reported increase from 90M in '13 to 92M this year.) ... First Solar (FSLR) to build 150Mw Cal solar farm for Tenaska. $450M finance ... Soco (UK) to end oil/gas exploration in Congo national park. Africa's oldest. 1/2 of world's 950 mountain gorillas among other animals, refugees from Rwanda ... Florida next week taking aps for Renewable Energy, Energy Efficiency Techs Matching Grant Program. Funds for demo, commercialization, R&D projects for clean/renewable techs, innovative techs that significantly increase energy efficiency for vehicles, commercial bldgs ... GE to increase Tanzania installed power gen cap 15%, significantly improving reliability, efficiency. 4 NG turbines for 150Mw plant. 40% efficient. Duel-fuel operation. Online this winter ... GE supplying 10 NG engines for 40Mw power plant in Mozambique ... 10 GE NG engines for upgraded 17.3Mw landfill gas plant in France. Also 30Mwh/y of thermal energy. Doubles efficiency ... Wisc utilities met state goals for clean/renewable power 2 yrs ahead of target ... Russia-owned coal comp to pay $800K back taxes to WV county. Owed $1.2M ... Gibraltar to buy power from Eco Wave Power. $5M to build. 1st phase 500Kw, scale up to 5Mw. Gibraltar clean power target 15% by '20 ... Trina supplying 23Mw for rooftop solar in Shandong. Shipments this month. Will cover ~500K square meters ... Rame Energy (UK) to sell $69M of stakes in 4 Chile wind projects to Banco Santander. 118Mw total. Online end of '15 ... Kerry vowing "ambitious" US push on marine conservation ... DOI doling out $100M for restoration, resiliency from extreme weather ... Phosphorous pollution worse in some areas of Chesapeake ... OR project would make state 1st to map GMO farmfields ... HASI (Hannon Armstrong) to issue $100M of bonds in 4Q ... Abengoa's US unit raised $829M with IPO ... Invenergy sold ~25% stake in wind unit to Canada comp ... Clean/ren power drove 50% drop in German el prices: IWR. Now ~.30 Euro/Kwh ... India to set up 2 state-owned clean power JVs ... Aboitiz Power targeting 200Mw geothermal power in Philippines ... Boston-Power (advanced batt maker) to close $250M finance, considering IPO ... Consilio Group (US) to invest $100M to develop 300Mw solar in Egypt ... Italy produced 10.8% of power from solar in May. 9.2% in April ... Avg. US pump price for regular gas $3.65/gal. $3.99 here across the street ... Nuclear talks with Iran resume this week. 20 July deadline ... Libya oil production now down to ~120Kb/d. Enough for domestic use. But 80Kb/d field back in production ... China power use up 5.2% 1st 5 months '14 ... Beijing took fight with Vietnam over oil rig in S China Sea to UN. Says Viet ships rammed their ships near the rig over 1K times. China fighter planes buzzed Japan patrol plane O by the way. Happy trailers, pards. Onward and upward. Tally ho.

ISIS MAY/MAY NOT have control of vital power station that feeds Baghdad. Does control Baiji refinery that supplies Baghdad with transportation fuels ... OH governor signed law to freeze state's RPS for 2.5 yrs. 1st in US to rollback clean power mandate. Silver lining: requires utilities to bolster energy efficiency to reduce customer's power use 22% ... China spies probing US utilities for cyberwar advantages ... "Solar Freakin Roadways" crowd funding project raised $2M so far for tech that will never be used as extensively or as inexpensively as current solar PV ... World oil demand est. 92Mb/d this year, up from 90 last year: IEA ... Japan killed 30 whales in 1st hunt since ICJ ruling ... 25% reduction in US coal use '05-'12. Production costs steadily rising. Top 3 US coal comps in red. Peabody $.5B loss '13. Arch Coal $.64B. Alpha Natural Resources over $1B. Stock prices have near vanished. US coal production lowest in 20 yrs, under 1B tons '13. WY surface mine comps slashing capital expenditure. Powder River region operating margins just $.28/ton. 1 comp to reduce production over 25% in '15 (3rd most productive mine in US). Huge chunk of what had been called coal reserves are economically unattractive "resources" unlikely to be extracted. US' most productive mine likely to start playing out by '20 ... USDA $14.5M for 2 programs to promote bioenergy ... Cal issued new fracking rules, including disclosure on quakes ... UK's largest insurance comps last year pledged to invest $42B in infra (incl. wind farms, grid). Other insurers plan to increase bets on infra debt.

MONDAY OPEN ... Market up 6/5/3. Volume light. WTI ~$107, Brent over $112. Iraq forces stopping ISIS. Russia cut off NG to Ukraine, keeps flow to Europe. US industrial production up more than forecast. IMF cut US growth forecast ... (stock #s in %) NORX up 17. AMSC up 9 with volume. SUNE up 7 on news. SPWR up 5 on news, new high .... VNDB down 50. ASPW, CERPQ down 20. CCTC down 15. DSTI down 14. GWBU, ZNNMF down 13. BWEN, NAMG, ZNBR down 12. UBRG down 11.

Friday, June 13, 2014

FRIDAY CLOSE ... Market up 41/13/6. I'm guessing new summer normal volume. WTI over $106, Brent over $113. Stabilizing despite Iraq. US NG $4.74 ... ONYX up 900. VNDB up 100. ASPW up 66. GERS up 37. PWDY up 28. CNTO up 25. NGLPF up 19. EVSI up 17. XIDE up 16. QTMM up 15. NPMG up 13. UBRG, LMRMF up 12. CRGE up 11. MKTY up 10 .... CABN down 23. PSPW down 16. ECAU down 13. HYSR, INIS down 11. MGLT down 10.

SCIENTISTS DISCOVERED OCEANS' worth of water locked up in Earth mantle in "ringwoodite". Plate tectonics move water between Earth surface, mantle reservoirs. (Is this a joke? Reminded me of Genesis 1:6-7.) ... Longest heatwave on record in N India. Riots ... Spike in tritium in groundwater near Indian Point nuke plant in March, April. NRC regs violated. Could fine $130K/d. NRC weighing relicensing. NY gov wants it shut down ... World Cup to add est. 2.72M tons CO2 to atmos. Most from flights' seat-miles to/from Cup ... China filling their strategic petrol reserve. Driving oil prices. Will hold 680M bls by '20. 141M end of '13. Adding over 600Kb/d this year so far. (219M bl/y.) ... Tesla (TSLA) open-sourcing its patents to help spur sector, climate change solution ... 40 yrs ago industrial drain pipes contributed 85% to US water pollution. Now 85% from stormwater, farm runoff. Tacoma finding high tech way to trace water pollution back to sources ... DOE opened Office of Clean Coal, Carbon Management ... Deal struck on Cal cap-and-trade funds. To go for high-speed rail, public transit, transportation, affordable housing ... Energy efficiency most politically viable tactic to curb GHG emissions: EPA chief ... New NASA satellite to measure CO2 emissions, where they go ... NY agencies unveiling EV charge stations ... Rwanda unveiled GHG monitor system ... Mass. ordered grid overhaul a la NY ... Policy uncertainty holding back US end-use investment for NG use: report. (I guess it's LNG policy uncertainty. Or could be the financial bottomless losses pit for shale producers, resource longevity uncertainty) ... API launched oil/gas jobs website ... Armstrong Asset Management teamed with Blue Circle for wind, solar finance in Mekong region. Up to $40M plus equity stake in Blue. Over 600Mw clean power in eval, negotiation ... Researchers from Argonne Lab, 3 universities slammed Environment Working Group lifecycle analysis of corn ethanol that said emissions way more than thought ... Malaysia B5 rollout delayed 2 months. Prices, infra ... Global biodiesel production to hit record 29.1M tons this year. Up 2M. Growth slowing ... Batts may replace some peak oil, diesel (planned NG?) power plants sooner than thought. Looking for under $300/Kwh cost ... Hyundai offering free refueling for US buyers of their HFCVs ... RI Assembly passed expansion of clean power program ... Wanxiang, NEC formed JV for grid power storage in China ... Ming Yang to erect 6Mw Super Compact Drive wind turbine offshore Norway in test patch ... Tenaska (Neb) closed $450M finance for 150Mw Cal solar project. First Solar (FSLR) set to start building this year. Online '16 ... CBD Energy (Australia) plans solar expansion along US east coast after buying Green Earth Developers (NC) next week. CBD now trades on Naz, raised $6M. Has Westinghouse Solar (WEST) rooftop tech license. ~1% of USA homes have rooftop sol. 15% in Australia ... India govt panel wants tax on fuel sales to fund refinery upgrades for cleaner fuels. To collect up to $10B over 7 yrs. Their vehicle fleet can't install exhaust scrubbers until refineries deliver cleaner fuel ... Indosolar (India) got 60Mw order from Azure Power. Indo will start up 200Mw/yr of solar cell production, complete install of 250Mw more in production cap by yearend ... Solar Energy Corp of India plans 100Mw auction of solar thermal. 2 50Mw CSP projects ... Finance biggest hurdle for India wind power: developer. Borrowing costs 13%. Wants govt green bonds to lower cost up to 25% ... Sempro's Mexico unit got $270M loan for 155Mw 1st phase wind project in Baja. Online 1H15. 1st cross-border wind project ... Appeals court rejected enviros' challenge to EPA cross-state air quality guidance ... Fragmented woodlands more susceptible to disease: study ... African poaching down, ivory seizures up: report ... Beached whale had same disease that's likely killing dolphins ... Grocers suing VT over GMO labeling law ... China comps ignoring emissions reporting rules ... EU deal on food-based biofuels cap ... Peru to loosen enviro rules to bolster power development ... "Almost impossible" to finance wind power in Argentina ... Sun Edison (SUNE) signed up to 11.8Gw order over 3 years for PV systems trackers with NEXTracker ... Bluefield Solar Income Fund agreed to 50M Pound 3-yr revolving acquisition debt facility with RBS for future solar power purchases ... Chinese solar panel makers deny violating EU trade settlement ... Low Carbon (UK) upped stake in Tunisia developer of 2Gw solar project ... Pattern Energy brought 115Mw Chile wind farm online ... OPIC approved $516M finance for 3 clean power projects ... Abengoa Yield to raise $720M in IPO ... And onward and upward, pards. Geeze leweeze. Made another Father's Day weekend. Happy trailers.

FRIDAY OPEN ... Market up 32/13/5. Volume summer normal. WTI over $106, Brent over $113. Iran sending troops to help Iraq. China industrial output up 8.8% ... (stock #s in %) ASPW, NORX up 41. CNTO, GERS up 25. QTMM up 13. NFEC, XDSL, ECAU up 12. EVSI up 11. CBEH up 10. ABGB up 1, another new high .... CABN down 41. CERPQ down 36 after yesterday's jump. MGLT down 10.

Thursday, June 12, 2014

THURSDAY CLOSE ... Market down 109/34/13. WTI over $106, Brent over $113. Iraq. NG $4.73. (Ukraine? Or just Iraq and Ukraine?) ... (stock #s in %) CERPQ up 57. EVSI up 30. GERS, MGLT up 25. OOIL, CCTC up 21. XDSL up 14. PTOS up 13. INIS up 12. ECAU up 10. ABGB up 4, new high .... CGYV down 35. CPWY down 34. CSOL down 28. ZNBR down 21. CNTO down 20. ASPW down 17. AMLM, NGLPF down 16. WTWO, NAMG down 14. ENSL down 12. LEXG, NORX, DPSM, PSON down 10.

ISIS CAPTURED BAIIJI, location of of Iraq's largest oil refinery, supplies fuel for most of country. 250-strong security force there. ISIS has freed hundreds of comrades from prisons along the way, picked up US military equipment. (OK, if you were POTUS, would you use air power or not? Is present Iraq a friend of US? What's right here? Certainly there's G-hod brutal terrorists tearing up folks' lives there. I think we should drone 'm if we can while being sure not to harm any innocent citizens. This is one we've got blood, treasure and national soul in dammit. I would do what air we could against ISIS safeguarding citizens from collateral damage. That's just me, pards. Even selected manned jet strikes if we can get the real bad crazies. Our world doesn't need any more of them. Or ... we can just leave it up to God to see how it turns out for Iraq. POTUS call.) ... Water shortages from broken pipe in E Ukraine threatens nuke power plants ... Makeshift bomb caused minor damage at AZ power plant ... EU agreed to tighten safety rules at nuke power plants ... Most Americans fail to link health impacts to climate change: poll. (Really?) ... Computer models, corals show Indian Ocean nations likely to face more extreme weather ... Geothermal activity found contributing to melting of Antarctica glacier: study ... Hyundai debuted 1st HFCV in US ... Utility watchdog, Chicago asking state legislators to investigate proliferation of consumer complaints about power deals offered by alternate suppliers ... Oil drilling in Calif uses multiple airborne toxic chems: report ... 7 drug gangs attacking with tanks blocking Mexico shale boom (?! 1st report I've seen.) ... Pension fund managers investing more in solar ... US oil production up 77Kb/d last week to 8.46Mb/d: EIA ... Libya Supreme Court (I guess they still have one) ruled to reject latest (?) Prime Minister, so they're back to 1. "Rogue" general still fighting militants along with air strikes on militias in Benghazi ... (I know, this world energy report getting to be more a war report these days.) ... Peru launched program to get solar power to 2M of country's poorest ... Brazil's success in slowing rain forest deforestation has produced enormous reductions in carbon emissions. Deforestation also slowed in several other tropical countries ... Indonesia made official complaint against EU at WTO over biodiesel duties ... Exxon on-time startup at Angola offshore project. 160Kb/d production in coming months. To develop more offshore fields there. 20% stake ... Northwestern U engineers opening door to plastics replacing lithium in batts. Block copolymers (fusion of 2 kinds) ... Japan domestic solar shipments more than doubled FY13 to over 8.5Gw. Est. 9.3-11.7Gw for FY14 ... Trina Solar raised $239M with debt, share offering ... Alstom to supply 51Mw Brazil wind project. Online in '18 ... DOE $10M to deploy software to improve grid efficiency. 6 projects in 5 states. To improve synchrophasor tech to monitor grids, develop automated control systems. ~1,700 synchrophasors on US grids. 200 in '09 ... USDA: corn stover can be sustainable feedstock for cellulosic ethanol ... Klamath drying up as refuge for migrating birds ... More farmers using pesticides as bugs resisting GMO corn. (Great. Not.) ... Australia reassuring UNESCO on Great Barrier Reef health ... Indonesia to see $30B geothermal power investment next 5 yrs. (I know, that's a leading headline right there.) ... Hitachi joining Mitsubishi, Siemens bid for Alstom energy assets. (GE's got some competition there.) ... China Datang - wind power developer - issued $321M debt ... Kyocera joining consortium planning 430Mw $1.5B solar project in Japan.

THURSDAY OPEN ... Market down 45/13/6. Volume light. WTI ~$106, Brent over $112 (Iraq) ... (stock #s in %) CCTC up 33. EVSI up 30 on news. MGLT up 25. MDDD up 23. NFEC up 20 on news. MMMW up 20 on news. LMRMF up 14. PTOS up 13. QTMM up 12, new high. UBRG up 12. ABGB up 4, new high .... CGYV down 35. ENSL down 22. ZNBR down 21. ASPW down 17. DPSM down 15, new low, with news. NORX, CNTO down 10.

Wednesday, June 11, 2014

WEDNESDAY CLOSE ... Market down 106/6/6. WTI over $104, Brent over $110. NG $4.53 ... (stock #s in %) BLQN up 46. PPRW up 42. CSOL up 34. BIOF up 30 on news. NAMG up 23. CDTI up 19. NGLPF up 19 on news. PSON up 17. NFEC up 14. OOIL up 13. PRHL up 11. OPTT, AMLM up 10. RVLT up 8 on news .... ONYX down 98. CSKH down 80. BOPO down 26. INIS down 24. AMEL down 20. GERS down 15. EVSI down 13. LMRMF, XDSL down 12. UBRG down 11. ZAAP, MMMW, DSPM down 10.

$35B TOTAL ASSET WRITEDOWNS by US' largest shale players since boom began. Marcellus likely has just 50TCF of technically recoverable reserves, not the over 400 originally est. Expert predicts peak production by end of '15 ... Since 2000, oil industry investments up 180%, global oil supply up just 14%. 2/3 of new supply from shale, other unconventional sources. Peak, plateau in conventional oil production since '05. IEA est. $11.3T industry investment out to '35. About 90% just to keep production at today's levels ... OPEC left in place 30Mb/d production target for '14 at this week's meeting ... ISIS terrorist group took Mosul, stopped repair on Iraq's main oil pipeline to Turkey, threatens oil production in north ... BP using drones to monitor Alaska oil field, pipes ... Govt commission in Chile rejected projected $8B plan for 2 hydropower dams, 1K miles of transmission lines ... MIT study found EPA CO2 rule more costly than putting price on carbon ... Hawaii utility has limit on grid connections for rooftop solar ... Overuse of nitrogen fertilizer bigger emission source than previously thought: study ... Deforestation could starve out freshwater fish: study ... Doughnuts fried in palm oil driving deforestation ... Americans by 2 to 1 would pay more to curb climate change ... US power gen market $363.7B ... Series of orders for repowering wind farms announced lately in Europe. Replacing 18-year-old 600Kw turbines with 3.2Mw direct-drive turbines in 1 case. Old turbines will be refurbished, sold ... ~1% of German muni waste goes into landfills. (68% in US.) Germans recycle near 70% of waste (US ~25%), then burn almost all the rest for power gen. US could add 12Gw of power gen from burning waste even with 70% recycling ... EPA extended compliance date for '13 RFS again to Sept 30 ... 2nd tanker filled with Kurd oil left Turkey. Iraq to bring complaint to UN. 1st tanker offshore Morocco (did turn around in Atlantic) ... Supreme Court ruled against BP in Gulf spill claims case ... Berkeley professor found far less expensive way to make more powerful semiconductors which reduces cost of higher efficient solar cells maybe to cost level of conventional cells. ~25% efficient v. ~18%. Indium phosphide ... GE unit opened plant to gen heat, 17.3Mw power from landfill gas in France ... Sunnova Energy (Houston) raised $145M to expand rooftop solar ops ... Earth Capital Partners (UK) working with major investor to channel over $400M into clean power, energy efficiency projects. Looking to pool 1B Euros to invest ... Greenko Group (India) wants to raise up to $400M from selling bonds. Has 611Mw clean power in ops, plans to boost that to 2Gw by '18 ... Hanergy (China) unit formed JV with Sojitz (Japan) unit to develop solar projects in Japan ... Scotland council rejected SSE's 160Mw wind project ... Spanish comp filed for 178Mw wind project in Australia ... OPIC giving $250M investment guarantee for 310Mw Kenya wind project ... Brookfield Renewable Energy closed $325M equity offering.

WEDNESDAY OPEN ... Market down 96/10/8. Volume light. WTI over $104, Brent ~$110. World Bank cut global growth forecast ... (stock #s in %) BIOF up 49 on acquisition news. PPRW up 42. GWBU, WSGP up 28. NAMG up 22. PRHL up 13. AMLM up 12 .... ONYX down 98. CSKH down 80. VNDB down 50. AMEL down 17. ENSL down 16. CERPQ, CNTO, DPSM, ECAU down 10.

Tuesday, June 10, 2014

TUESDAY CLOSE ... Market flat, mixed. Volume light. WTI over $104, Brent over $109. US NG $4.54 ... (stock #s in %) CSKH up 400. VNDB up 100. ASPW up 70. CGYV up 53. MGLT up 33 on news, at bottom line (50-day). EWRL up 21. PWDY up 20. ACFN up 19 on volume, 6-day climb off bottom to back over 50-day lines. ENSL up 19. PSON up 19 on news, above bottom lines (50s). ZNNMF up 18, back in bottom lines (50s). DSTI up 17, in bottom lines (50s). CERPQ up 17. XSNX up 16. USEI up 15. CABN up 14. LMRMF up 12. CNTO up 11. QTMM up 10. AMBT up 9, back to bottom 50s .... MDDD down 46, new low on volume. OPTT down 34, new low on news. BLQN down 31. GERS down 20. FNVRF, DPSM down 13. PTOS down 11. BSRC, CRCL down 10. ZAAP down 9 on news, volume.

WARREN BUFFETT READY to double down on $15B investment in clean energy. Also wants "finite" NG in US to stay in US. (I think he means no LNG exports, more NG power plants as production increases. Maybe even less export to Mexico.) ... Iberdrola to invest $5B in Mexico energy sector through '18 ... US coal stockpiles down 32% from 5-year avg. for time of year. US coal production down 3% ... $335M of Fed funds delivered for sea wall for lower Manhattan ... Wind-blown dust darkening Greenland ice, increasing melt: study ... Oil sands industry cut production forecast ... Japan vowing to revive whaling after court defeat ... Rwanda signed up Goldsol to build 10Mw solar plant for $20M. Online '16. Rwanda solar target 20Mw by '17 ... Canada having unexpected production boom of ultra-light crude (condensate) in Alberta from shale. Reduces cost for oil sands comps that dilute their product with condensate so it can flow through pipe ... Exxon won 1st 3 oil/gas leases on US/Mexico border in Gulf of Mex. Est. up to 172M bls, 30.4BCF NG ... Marathon selling Norway assets for ~$2B ... Total US energy production 81.7Q BTUs in '13. Met 84% of 97.5Q demand ... Total US crude production 8.3Mb/d in April: EIA ... India plans to allow domestic NG to double to $8.50/MBTUs. Imports ~$12. They import ~35% of demand ... Thousands have been rioting in N India over power cuts during extreme heat wave. Set substations on fire, took power comp officials hostage ... ENI to help Venezuela develop est. 17TCF NG field offshore. Venezuela $25B in arrears to importers ... Georgia gives over $4K income tax credit, other benefits to EV buyers, charging stations. #2 EV market in US ... Cyber criminals that target infra like phone networks or power grids will get life in prison in British proposal ... Japan failed to report .7 ton unused plutonium to IAEA. Enough to build ~80 nuke bombs ... IDB financing $66.4M for 72.8Mw solar farm in Chile ... Acme Solar Energy got license to build 30Mw solar plant in India. Est. cost $40M ... Carbon tax refunded to households in US would create jobs, reduce emissions, save lives: study. 2M jobs over 10 yrs. Emissions would decline 33%. 13K/yr lives saved with better air quality. $10/ton tax start, add $10/yr ... Japan favors Europe solar modules over China's: Aleo Solar ... INRG Solar to install 100Mw in Britain this fiscal year. 200Mw next year ... Signet Solar - Indian thin-film solar maker - to invest $2B next 10 yrs to build 1Gw/yr production cap at new plant in India ... EDC - Philippine geothermal developer - restarted 55Mw unit shut down last year after turbine blade sheared off, damaged things ... GE Energy Financial invested in 32Mw solar project in Japan. Pacifico Energy developing. Yingli modules ... Hindustan Power Projects (India) to IPO clean energy unit for $1B.

TUESDAY OPEN ... Market down 16/9/3. Volume light. WTI over $104, Brent over $109. UK industry output up 3% ... (stock #s in %) MGLT up 33 on news. EWRL up 28 on news. XSNX up 21. ZNNMF up 20. DSTI up 17. HYSR, XDSL, CDTI up 12. NFEC, QTMM up 10 .... MDDD down 32. EVSI down 29. GERS down 20. ECAU down 16. WTWO down 14. DPSM down 12. ABAT down 9.

Monday, June 9, 2014

MONDAY CLOSE ... Market up 18/14/1. WTI over $104, Brent over $109. NG $4.65. World wealth over $150T. Volume light. (Actually, reassuringly like old times summertime volume slowdown.) ... (stock #s in %) ONYX up 800. MDDD up 48 off near-bottom, light volume. GERS up 46. CCTC up 23. AMLM up 21. NORX, MGLT up 20. CABN up 16. ACFN up 12. ABAT up 10 .... CSKH down 80. ASPW down 43. CGYV down 35. POLR down 33. AWSL down 17. XIDEQ down 14. SOPW down 13 on news. ENSL, EWRL, NAMG down 13. XDSL down 11. USEI, LMRMF, CNTO, AMBT down 10 ... The froth, the stealth, the crazy, the new energy regime. Happy trailers, pards. Onward and upward.

AIR POLLUTION LINKED TO autism, schizophrenia in new study ... Bulgaria halted work on South Stream NG pipeline after EC request, talk with US Senators. $45B pipe to bypass Ukraine. Gazprom holds 50% stake in project (Obviously another sanction on Russia.) ... 551Mw of wind power won in latest Brazil power auction, more than half allocated ... EPA est. coal production in central Appalachia to fall up to 37% from new CO2 rule effects. Projects up to 19% of power gen from country's 600 coal-fired plants (~300Gw) will not be economical by '20 ... Latin Am countries forging ahead with CO2 reductions ... DOE broke law to prop up floundering uranium enrichment comp: GAO ... Record numbers of sick sea lions washed up on Cal shores ... Melting slowing at Glacier Natl Park: USGS ... NFL looking to offset Super Bowl's carbon footprint ... Special coating for roof tiles could clean smoggy skies: study ... Illinois 1st state to ban microbeads ... Rio won't keep promise to clean bay before Olympics: mayor ... L.A. mayor supports funding mass transit with cap-and-trade bucks ... EPA CO2 rule also targets NOx, SO2 emission cuts of over 25% ... RGGI region already reduced carbon emissions ~40% from '05 levels. Public Service NH power plant fleet '13 CO2 emissions 70% lower than '05 ... National Grid goal 45% less carbon emissions by '20, 80% by '50 from '90 baseline. Already 65% cut ... Colo water district turned on 8Mw $18M hydropower plant. Power to Aspen, Telluride ... Only ~3% of US dams include hydropower. (There's some get busy on it work to do.) ... Geothermal 5% of Cal powergen now. 2.7Gw cap. ~5.4Gw potential ID'd. Projected over 11Gw potential undiscovered ... US NG inventories still 37% below 5-year avg for time of year. NG production from Marcellus shale now over 12BCF/d. Ohio's Utica shale NG production over 1BCF/d. Est. 20B, 5B each by '18. Total US NG production 68.2BCF/d in May, up 4.6% on year. ( I got 24.8TCF/yr.) ... Drillers in ND now have to submit plans to capture any NG that emerges from new wells before getting permit. 1 solution to compress it on site, use in vehicles, equipment ... Numerous signs that recent wave of new investment in oil sands projects may be ending ... Iraq increased oil exports avg. 70Kb/d in May despite loss of northern pipeline from sabotage. (Their politics a mess. Violence up. Should have been split in 3 parts from the gitgo. Shiitestan, Kurdistan and Sunnistan. Oy.) ... 5% of China's cities meeting air quality standards ... Russia oil production down 5th month in row ... IMF called on Norway to cut back on spending its oil income on stimulus, spend it on developing economy for post-oil ... E15 out in Iowa until Sept for vehicles made since '01. Big Oil blamed. But E15 still OK for flex-fuel V's ... Only 1/4 of 1.6Gw solar capacity in development now in India will be finished if anti-dumping duties are imposed on solar imports ... Greenleaf got $100M finance to buy more biomass power plants in US ... Advanced Plasma - UK waste-to-energy developer - got $34M order for its tech from Canada comp for 20Mw project to process ~170K tons waste/yr ... Romania clean/renewable energy sector "dead for foreseeable future": EBRD ... S Korea pushing back 10% clean/ren energy target to '24 from '22 ... Qatar opened MENA region's largest solar manufacturing plant. 300Mw/yr cap ... Suzlon on track to install over 1.2Gw wind power in India this FY ... Lumenpulse (Canada) raised $100M in IPO. Energy efficient lighting ... BNDES $561M finance for 461Mw of wind power in Brazil. 3 projects.

MONDAY OPEN ... Market up 40/21/5. Volume a little light. WTI over $104, Brent ~$110 ... (stock #s in %) WSGP up 28. NORX up 25. MDDD, CCTC, ACFN up 20. XSNX up 14. CBWP, CPWY up 10. ABGB up 1, new high .... ASPW down 46. CGYV down 35. EVSI down 31. AWSL down 17. CABN down 16. UBRG down 15. NAMG down 14. ENSL down 13. MMMW down 12, new low. ECAU down 11. LMRMF down 10.

Friday, June 6, 2014

FRIDAY CLOSER ... Market up 88/25/9. WTI over $102, Brent over $108. US NG $4.71. US payrolls at pre-Great Recession peak. Obama, Putin didn't see eye2eye on Dday ... (stock #s in %) ZNBR up 96. POLR up 51. JUHL up 23. CCTC up 21. MDDD up 19. ACFN up 15. ENSL up 12. UBRG up 11 .... NORX down 33. TMEN down 28. DSTI down 23. CCTC down 21. QTMM down 20, run over. MKBY down 16. ZNNMF, AMEL down 14. PWDY down 13. SATCQ, WTWO down 12. FNVRF down 11. (And why was Putin at Normandy. Russia wasn't there was it? Yes, Russia also fought Nazi Germany. Well. But not at Normandy.)

ENERKEM LAUNCHED WORLD'S 1ST commercial-scale waste-to-biofuels/chems plant in Alberta Canada. 10M gal cap. To produce methanol at 1st. Will use 90% of Edmonton muni solid waste that's not recyclable, compostable ... Utah State U researchers: microalgae-based biofuel has potential to supply sizable chunk of world transportation demand. Published findings from worldwide microalgae productivity assessment ... $4T spent '05-'13 on conventional oil exploration/production. Production fell 1Mb/d. $1.5T invested '98-'05 increased production 8.6Mb/d. (Just reporting. I know, again.) ... Europe GHG emissions/person only 50% of US person. And Europe told it has to cut emissions 80% for their share of world keeping global warming to 2*C. (How much really does US have to cut? 30% by '30? Don't think so.) ... Scotland OK'd 242Mw SSE Renewables' onshore wind project ... Los Angeles Dept OK'd 300Mw more solar projects in Cal ... New S Wales to sell Green State Power for up to A$100M ... India to build 4 1Gw solar plants, accelerate 20Gw target ... Ming Yang unit got China govt OK to build 300Mw offshore wind project ... NADB $40M loan for OCI Solar Power ~40Mw TX solar project ... Solar City (SCTY) to buy at least 100Mw of REC Group (Norway) solar panels ... China comp to bid for 220Mw of solar development in Russia's 2nd clean energy tender ... Germany leaning toward allowing fracking to break grip of Gazprom ... Wheat crop in Kansas, Okla struggling with drought. (Harvest in weeks.) ... Energy storage tech breakout likely after '20: former Duke CEO ... Over $1B to be placed in energy storage contracts next 18 mo. Sector expected to boom, bust like solar's last 7 yrs. Then stabilize. Expected to become economical in next 5 yrs.

FRIDAY OPEN ... Market up 69/19/7. Volume light. WTI over $102, Brent over $108. 217K new jobs May ... (stock #s in %) ZNBR up 96. CERPQ up 17. ACFN up 16. MDDD up 14. UBRG up 11 .... AMLM down 31. DSTI, TMEN down 28. AWSL down 17. MKBY down 16. ECAU down 15. PWDY down 13. SATCQ down 12. QTMM down 11, ending 4-day run. XDSL down 11. NFEC, ZNNMF down 10.

SCIENTISTS DISCOVERED 3 new ozone-depleting gases in atmos ... NC governor signed fracking bill that criminalizes chemical disclosure ... US crude imports so far this year 400Kb/d lower than last year ... China filed acceptance to Doha amendment of Kyoto Protocol committing to 40% cut of GHG emissions from '05 base by '20 ... Oil industry needs at least $120/bl for development of Arctic, some ultra-deepwater plays ... IEA forecasts $128/bl by '35. (They've been issuing wildly inaccurate price forecasts for past decade.) ... Sauds have run out of new oil fields to develop ... China clean energy comps raised $1B equity so far this year, up 46% from last year, 2% more than US comps. Fossil fuel comps raised 14x that. US comps raised $2.9B in '13 ... US NG use for power gen now 22BCF/d. Could jump to est. 32BCF/d by '20 ... PNNL team found commercial bldgs can cut heat, cooling el use avg. 57% with advanced energy efficiency controls. Ranged from 20 to 90% cut. Year-long trial at real bldgs. Results higher than computer simulations. Main component HVAC roof units. Found owners can recoup cost of buying, installing advanced controls in 3 yrs. Avg. cost savings $1,500/yr per unit ... Mississippi PSC on record opposing nuke waste storage in state ... DOE considering plan to ship German nuke waste to SC ... Ford, partners unveiled projects to improve cars' efficiency, improve mileage ... In new CO2 rule, EPA assumes all coal-fired power plants can achieve 6% efficiency improvement. Also assumes 1-1.5% efficiency increase/yr beyond power plants from '20 to '30 ... NJ suing 3 energy suppliers saying they deceived consumers by promising lower utility rates, then hitting them with huge bills ... Sungevity, E.ON unit formed partnership to expand solar biz ... Statkraft, SCA broke ground on Sweden wind project. 37 turbines. 1 of 6 projects they're developing together ... Bit-isle to build 11Mw solar plant in Japan. Online early '15. Up to $59M. (High.) ... Goldman Sach's ReNew Power (India) to buy 101Mw of wind turbines from Suzlon ... Sunpower (SPWR) to sell most of $400M debt offering to Total unit. Total owns ~60% of SPWR ... Ascent Solar (ASTI) raised $6M to increase production, get solar chargers into big-box stores. ASTI hasn't had a profitable quarter since going public in '06 ... First Wind to sell power from 7 planned wind farms to PacifiCorp (Berkshire unit). Construction start late '14. 20Mw total ... Independent Fed investigators (CSB) warning Gulf of Mex oil/gas ops still unsafe despite scores of reform efforts ... EPA CO2 rule unlikely to be game change for clean energy innovation: expert ... Obama, Europe leaders call for "ambitious" '15 climate pact ... Fed judges rejected childrens' "public trust" suit v. EPA, other agencies ... Contractor pled guilty to dumping National Mall sewer waste into Potomac ... Appeals court ruled BP must pay Clean Water Act fines for Gulf spill ... WY educators asking Board of Ed to rethink opposition to teaching climate change ... China warned of dangers in removing mountaintops to make cities ... Trove of new creatures discovered in Myanmar since opening up country ... OX2 - Nordic wind developer - plans expansion to new Europe markets ... Perpetuwave seeking finance to develop 40%-efficient wave power tech ... US tariffs on China solar slowing PV price reductions ... Renova Energia getting $458M loan from BNDES to finance 386Mw wind project in Brazil ... IDB $66M finance for 72.8Mw Sun Edison (SUNE) solar plant in Chile ... Martifer Solar (Portugal) to sell 100Mw development portfolio of UK projects ... Gamesa 1st foreign wind turbine maker to secure project finance from China bank. 50Mw project ... EBRD, Uni Credit E57M for 84Mw Romanian wind project ... Nova Scotia Power $208M finance for 115.8Mw wind project ... NRG Yield buying 947Mw Alta Wind Energy Center (largest wind array in world) for $870M.

Thursday, June 5, 2014

CHINA REFUSING TO DEFEND S China Sea claims in UN court ... Former chief of US Navy Seals found Keystone XL pipe an easy terrorist target ... Dutch govt demanding Shell/Exxon cut production 20% at NG reserve that accounts for 1/3 of Europe's NG production. Operating 50 yrs. Now lack of pressure creating earthquakes. 120 last year, 40 so far this year. Govt also wants some of profits put into fixing bldgs damaged by quakes. Production expected to start steep decline in next decade. Now contributes $16.4B /yr to Dutch govt in taxes. New production after 20% reduction willl be 42.5BCM/yr, more than 38BCM Russia is to supply China in that new deal ... Farmers Insurance withdrew lawsuit v. Chicago over not doing enough to prevent climate-related flooding ... US States' clean/renewable energy mandates raised power bills just tiny amounts so far: study ... Scientists reporting breakthrough in capturing CO2 from NG production.

THURSDAY CLOSE ... Market up 98/44/12. I'm guessing volume was up. WTI over $102, Brent over $108. NG (US) $4.68 ... (stock #s in %) ONYX up 900 on news. CSKH up 400. EVSI up 72. TMEN up 40. NORX up 33. CABN up 22. MKBY up 16. MMMW up 15. WTWO, NAMG up 14. QTMM up 13, new high. CBEH up 12. AXAS up 12 on news. OLED up 9 .... AEHI down 50. POLR down 33. CCTC down 22. CRGE, BHWX down 20. SRWRF down 14. AMEL down 12. NFEC, XDSL down 10. Ca-ching.

THURSDAY OPEN ... Market up 17/2/flat. Volume light. WTI under $102, Brent under $108. ECB deposit rate taken negative. Germany factory orders up ... (stock #s in %) CSKH up 400 after yesterday's plunge. EVSi up 49. WSGP up 28. CBEH up 19. QTMM up 11, another new high, up 5x since early May, day 4 of latest surge. MKBY up 11. OLED up 9 on news of share buyback .... CRGE down 20. WWPW down 18. ENSL, WTWO down 14. SRWRF down 13 (the comp that filed claim against China solars). CRCL down 12. NORX down 11. LYSDY down 10. XSNX down 9.

Wednesday, June 4, 2014

WEDNESDAY CLOSE ... Market up 15/17/3. Volume light. (My guess it's summer and refreshing to see an old tradition.) WTI over $102, Brent over $108. Russian military jet intercepted US plane near Japan. (We've seen that show before. They shot that airliner down.) NG $4.63 ... (stock #s in %) WWPW up 23. QTMM up 19, day 4 of this surge to double, up over 4x from mid-May. (I still haven't found the news.) ENSL up 16. FNVRF, HYSR, PSPW up 13. NORX up 12. SSOL, XDSL, CPWY up 11. LEXG up 10. VSPC, AMRC up 9. SUNE up 6 .... CSKH down 90. EVSI down 33. TMEN down 28. JUHL down 23. MDDD down 22, new low. CRCl down 22, new low. WSGP down 22. AMEL, CBEH, EWRL, IFXY down 14. LMRMF, NAMG down 12. AMBT, CSGH down 11. CABN down 10, new low. ECAU, LYSDY down 10. KIOR down 9.

US IMPOSED PRELIMINARY TARIFFS on China solar panels. 18-35%. To collect tariffs in advance of final decision expected later this year from Commerce Dept. (China protesting.) ... China-made solar panels have 2x CO2 footprint of Europe's: study ... US coal power gen over 2B Mwh in '07, NG powgen 857M Mwh '07. In '13, coal 1.58B, NG 1.2B. But NG starting to push out nuclear (clean power), keep investment from wind, solar ... NG flaring at US oil wells in '13 wasted enough to produce 27M Mwh, emitted 15.5M tons of carbon ... $1B earmarked for NYC seawall, other projects ... Calif preparing joint auctions of carbon permits with Quebec ... US approved FL test facility for ocean current power systems ... Canada "muzzling" meteorologists on climate change ... France to pay folks to bike to work. (How about walk? How about work at home? Well, they have that big bike race.) ... Red spruce recovery in New England from climate change ... World markets will look to Mid East for crude after '20: IEA. Predicting decline of N Am oil supply starting around then ... That IEA est. of $48T investment in energy needed by '35 more like $53T to further address global warming. They see 450 PPM CO2 will limit warming to 2*C, not the 350 PPM scientists think. (We're at 400 PPM now.) ... N Carolina comp bought 60M gal/yr ethanol plant for ~$15M. Built for $100M, idled after 9 months. New owner has biofuels from tobacco tech ... Study: US corn acres for ethanol to fall to 11% of crop by '26. (Now like what, 33%?) ... Australia to end Ethanol Production Grants Program next July. Tax will drop to zero, then rise 2.5 cents/liter each year for 5 years ... New India govt expected to give ethanol big push ... EnerVault (Cal) developing iron/chromium "flow battery". Among least expensive ways to store energy. Up to 20-yr life. Last year, Cal PUC directed utilities to invest in energy storage of over 1.3Gw capacity by '20. EnerVault is working with 1Mwh ... PSC of New Mexico to build 4 more 10Mw solar plants for $79M. (A good cost. Same as wind.) Will raise their total solar powgen to 107Mw ... Sun Edison (SUNE) to sell $500M debt vehicles. $350-400M to go for new solar projects, pay debt on solar farms held by subsid TerraForm Power ... Sunpower (SPWR) to build 19Mw solar plant at Nellis AFB for NV Energy, expanding on 14Mw plant built in '07 ... Open Hydro to install 2 tidal energy turbines offshore Brittany for EDF test. Also to install demo commercial-scale plant in Nova Scotia ... BT Group (UK) to buy all power from 22.5Mw Welsh wind farm in $167M deal over 15 yrs. Farm to start up mid-'15. Also buying 300M Pounds of Scot wind power over 20 yrs ... India court deferred First Solar (FSLR) dumping case to July 7 ... Japan comp broke ground on 51Mw solar project on former Japan golf course. Online mid-'16 ... 2 Mitsubishi comps to build 86Mw biomass plant in Japan. Up to $370M cost. Black liquor from making pulp for feedstock. Online in '17 ... Green bonds worldwide on track to surpass $40B this year. Over $16.6B issued so far. $14B issued in '13. (US corp bond market $1.4T.) ... ABO (Germany) targeting 200Mw wind power buildout this year ... E.ON CEO calling for end to clean/renewable subsidies in Europe ... Dorset County Council opposed 970Mw offshore wind farm in S England ... N Am Dev Bank, US-Mex Border Enviro Coop Commission to inject $490M into wind, solar projects ... Wisc Power & Light issued RFP for 600Mw clean power ... Mexico preparing to award up to 180 clean/ren projects this year. Mostly solar, wind ... Brazil registered 17Gw wind, 6Gw solar for Sept 12 auction ... Gates/Clooney in '16. Onward and upward, pards.

WEDNESDAY OPEN ... Dow down 14, SP down 1, Naz up 2. Volume light. WTI over $103, Brent over $109 ... (stock #s in %) HOKUQ up 220, possibly on new US tariffs on China solar panels. NORX up 25. WWPW up 23. CNTO up 20. QTMM up 19, another new high. ENSL up 16. CPWY, PWDY, SSOL, XDSL up 11. HYSR, VSPC up 10 .... CSKH down 90. POLR down 37. DSTI down 27. CCTC down 25. AMEL, NAMG down 19. TMEN down 16. ECAU down 14. AMLM down 12. ABAT, ZAAP down 10. FCEL down 9 after reporting widened loss.

Tuesday, June 3, 2014

TUESDAY CLOSE .... Market down 21/3/flat. Volume still light. (It's summer. Go on vacation.) ... Europe inflation slowing ... Bond yields lowest since Napoleon .... World Bank approved 1st Russian investment since Ukraine crisis. (Will Putin pay $90B for Crimea?) ... US to bolster military in Europe ... Investment dearth in Europe power supply putting system at risk ... Higher pay building consumer demand in China. (Duh.) ... (stock #s in %) NFEC up 49 on news, volume, landed above top line (top 200-day). CRCL up 47. AMEL up 34, AMLM down 12. (These guys pretty much roll together in valuation.). ACFN up 24 on volume, news. Huge punch out. DSTI up 29. Zoom up over bottom lines (50-days). QTMM up 32, new high, up near 4x since mid-May on volume. XIDE up 25 on volume. CCTC up 20. LYSDY up 17. EWRL up 14. BLQN up 11. ZAAP up 10 on no volume. AMBT up 9 on volume, climbing out since early May, now over bottom lines (50s) .... ONYX down 90 on 150 shares. GERS down 30. PWDY down 29, new low on volume. NORX down 27 on volume. ASPW down 20. MDDD down 14, new low. ZNNMF down 12. SSOL, HYGS down 10. SCTY down 4. Happy trails, pards. Onward and upward.

TO COST $7.3-8.8B/YEAR to implement proposed EPA CO2 rule. FInal rule next June. EPA head expects "significant" revisions. Also, 30% not a target, it's est. of what can be achieved. Energy efficiency at power plants some "low-hanging fruit". States get another year after final rule to submit compliance plans or apply for extension. They can opt for adding clean energy, carbon tax, cap-and-trade, energy efficiency, others. 491 coal plants. States will have to drop CO2 emissions from existing power plants 25% from '05 levels by '20, another 5% by '30. EPA est. coal will be 30% of US power mix by '30. ~39% now ... Global energy industry needs $48T of investment through '35: IEA. $2.5T/year. $8T on efficiency ... IEA predicts $6T global investment in clean power next 20 yrs. $23T on fossil fuel power. (That's an uncaring world for children, grandchildren.) ... China announced plan to cap carbon emissions ... Revamping Europe's energy systems can cut annual spending E81B ... Baryonyx abandoned plans for TX's first offshore wind project. Concerns over migrating birds ... German solar installs in April - 163Mw - down 52% from last April ... Sun Edison (SUNE) partnering with Huantai Group for 1.7Gw China solar buildout next 5 yrs ... World Bank awarded $203M for Ethiopia geothermal power project ... Joule Africa (UK) to build 100Mw solar plant in Cameroon ... First Solar (FSLR) buying skytron-energy. Solar ops, maintenance, data monitoring services ... Upower (FL) got Honduras OK for 100Mw of solar PPAs ... Sunflower (Israel) bought licenses (E5M) for up to 100Mw of wind farms in Finland ... 67% of Americans say "solid evidence Earth is warming": Pew. 54% say "effects of global warming already begun": Gallup. 11% say "global warming doesn't exist": CBS News poll. 73% say "global warming is happening": Stanford. 80% of Democrats have high trust in scientists. 63% of Independents. 46% of Republicans. Stanford. 85% of S Koreans say "global climate change major threat": Pew. 76% in Brazil. 72% in Japan. US Democrats 65%. Spain 64%. Germany 56%. Canada 54%. US Republicans 25% ... Businesses increasingly planning for "water risk" amid more competition for dwindling fresh water sources ... Australia set 2-year temp record. Their govt "needs wake-up call": Jane Goodall ... BOEM issued 1st lease to get power from ocean currents offshore FL ... Wholesale el price caps went up in TX ... A-gas (UK) selling CO2 refrigerant from CO2 collection in sugarbeet ethanol production ... O, by the way, Gazprom extended Ukraine NG payment deadline 6 days to the 9th after Kiev wired $786M partial payment. $3.5B owed. Ukraine pushing for return to discounted price - $268/KCM. Now $485 ... US LNG export developers will be required to get enviro approval from FERC before DOE issues approval. Takes up to $100M for FERC approval process. DOE permit ~$20K. 45-day comment period on rule ... Tata Power developing 134Mw, 95Mw wind projects in S Africa with JV. Online in '17. Tata also developing 126Mw hydropower project in Bhutan, 185Mw hydro project in Georgia ... Global sales of hybrids, EVs to triple to $179B by '24: ID TechEx. Onward and upward, pards. Gates/Clooney in '16. Happy trailers. Do good.