EARLY STUFF ... SoWiTec to bid for 1Gw wind in Brazil auctions this year ... DONG to sell half its stake in 630Mw London Array for 644M Pounds ... Bolivia target 160Mw clean/ren by '25 ... Suzlon to sell $21M of shares to lenders ... First Wind to build 750Mw wind, solar next 2 yrs. Added 600Mw wind, 150Mw solar in '13 ... US wind installs down 92% to just over 1Gw in '13. '14 should be record year. 12Gw under construction at end of '13 ... Kenya to put 410Mw of geothermal power online this year ... Contour Global (US) buying Armenia hydro plant for $180M. To spend $70M to refurb over next 6 yrs ... Constellation to build, op 27Mw biogas co-gen plant for LA sanitation ... EPA, TX made deal over air permits after 4 yr fight ... Over 1.5Gw offshore wind installed in Europe in '13. 418 turbines. 1/3 more than '12. Total now 6.5Gw. Provides .7% of EU's el. 11 projects now in construction. Unclear govt support delaying planned projects, fewer new projects being launched. In '13, Siemens was lead turbine supplier (69%). DONG lead developer(48%) ... Link between Cal drought, changes to jet stream from Arctic warming ... New WH plan for Arctic warming ... DOE new standards for metal halide lamps. Cheaper to turn on stadium lights, shrink carbon footsteps ... US Senate vote to delay flood insurance rate hike joined conservatives willing to spend more with liberals abandoning enviro groups ... Rising methane emissions puzzling scientists: report. (Really?! Um, fracking, leaking NG pipelines, tundra thaw in summer, GOM blown-out well?) ... France preparing to rally world for '15 global climate agreement. (Just no semen on dresses, see voo play.) ... Drug traffickers driving Central Am deforestation: study ... Compared with cities, states, fed "late to climate table": McCarthy ... More foundations pledging to divest fossil, invest clean tech ... Climate change stresses creating more dangerous world: intel director ... U Conn to launch climate change institute ... Climate change affects all penguins: study ... Major oil/gas comps agreed to conserve Lesser Prairie Chicken ... Keystone enviro review due in hours. Ongoing IG probe ... IRS watchdog wants better oversight of potential double-dipping in green stimulus program ... NC joined pushback on EPA power plant rules ... Mexico wolf population almost double last 4 yrs: FWS ... Australia OK'd dredge dumping in Great Barrier Reef Park ... UN sanctions on Africa wildlife traffickers ... Everglades wading bird population rising ... DC circuit court rejected industry challenge to EPA, Cal offroad engine standards ... UN tapping Bloomberg for climate change envoy ... NG still flowing from blown-out GOM platform ... Wisc regulators OK'd coal plant's conversion to NG ... NYPA confirmed FBI probe ... EPA updated stormwater calculator, awarding grants ... VT lawmakers approved net metering expansions ... Maine lawmaker proposed pesticide ban to prevent lobster die-off ... High radiation levels at UK nuke ... DOE pushed loan guarantee deadline for Southern nuke again ... No NY fracking decision until '15 maybe ... Poland promising reform to stop exodus of shale explorers ... Last Jan Lake Mich hit record low. 29 inches below long term avg measured since 1918. Great Lakes 1/5 of world's above ground fresh water. Lake Mich predominately below long term avg since '90's. Trending down. As the lake warms ... less ice in water ... more evap ... Pakistan ethanol expansion set for March for sugar mills ... SZYM commenced ops at 500K liter ADM plant, ANP companion facility ... Brazil ethanol imports from US picking up during interharvest season ... Clarkson U finding biofuel potential in wastewater treatment lagoons ... IDB loaning Brazil bank $125M for biofuels, clean/ren projects ... Bill Gates, Khosla, Kleiner Perkins, others betting on Aquion. Batt costs the same as lead-acid, lasts 2x longer. Commercial launch expected this year. $55M working capital. Manganese oxide, water. Sodium ions. Enables salt water electrolyte. Carbon anode, NA-based cathode. Prices could drop to $300/Kwh. GE, Fluidic Energy competing ... NG prices to remain stable next 20 yrs: study.

FRIDAY OPEN ... Market down 176/38/18. Dow near 200-day lines. Volume a little heavy. WTI over $97, Brent over $107 ... (stock #s in %) WTWO up 100. SATCQ up 66. BFRE up 45. NGLPF up 25. LMRMF up 23. CSKH, GERS up 20. MGLT, TRKP up 16. XDSL up 15. AMLM up 12. SZYM up 11 on news. NAMG up 10 .... MKBY down 54. PTOS down 51. CERP down 18 on news. TMEN down 17. AMTX down 16. USEI down 11. EFOI, LEXG, MKTY down 10.

THURSDAY CLOSE ... Market up 109/71/20. Looks like 50-day lines holding. WTI over $98, Brent over $107. NG $5.04, down 42 cents ... (stock #s in %) AMLM up 60. MKBY up 55. TRKP up 42. PTOS up 35. BFRE up 29. SATCQ, USEI up 28. ENSL up 27. EVSI, SLMU up 21. CPWY up 17. ULBI up 16. MDDD up 14. PSPW up 13. LTBR, PSON up 12. VSPC, ASPW up 11. NORX up 10 .... ECOS, WTWO, GERS down 50. POLR down 33. NGLPF down 29. CABN down 18. EWRL down 17. LMRMF down 15. MGLT, UBRG down 14. GWBU down 13. INIS down 11. IFXY down 10.

STUFF ... Branson and Total (GEVO) to challenge US ethanol pumps next year with butanol. $26B market. Far higher energy density, easier to refine with gasoline ... TSLA has now sold in all 50 US states. Miss was last ... EDF PPA from S Cal Ed for 20Mw wind project ... KGAL (Germany) raising Eur750M clean energy infra fund ... Dane parliament approved Eur1.74B Goldman-Sachs-led investment in DONG Energy ... Gothaer (Germany) investing Eur150M in juwi Renewable ... Lightsource closed finance for 45Mw UK solar portfolio. Also got 40M Pound loan from RBS ... Siltronic (Germany) investing Eur150M more in solar wafer JV with Samsung ... Northland Power secured Eur1.1B debt finance for 600Mw offshore wind project. Now closed on over Eur2.22B for it ... Abengoa's $1.4B US govt loan connected to AZ concentrated solar plant under investigation for labor issues ... Sinovel may post $496M net loss for '13. (They're the ones that "reverse-engineered" AMSC's superconductivity tech back a couple years ago) .... Community Windpower cancelled 2 wind projects - 70Mw total - due to UK "shifting positions" on clean/ren ... Xcel Energy seeks to limit solar rebates in Boulder unless city pays for disproportionate use ... TX energy storage comp that provided batt system at wind farm that burnt in '12 filed for bankrupt ... Jordan farmers can now apply for low interest personal loans to replace diesel-powered equip with solar ... Facing crit, legal trouble, Bakken comps to work harder to cut flaring. They want regs, pipes ... Shell halted plan to drill Arctic. Cited 9th Circuit rule. Also unloaded $1B stake in Brazil oil fields ... NY Gov ordered oversight of oil by rail ... Groups want EPA to declare Uinta Basin (UT/CO) out-of-comply with ground-level ozone standards from oil/gas production ... Calif set to tap depleted Lake Mead. Also closed rivers for fishing (Does that make sense to you?). Drought conditions worsening ... US forests could be carbon source by '60: USFS chief. (Whatever that means.) ... Spread of deserts destabilizing nations: report ... Major US cities launched plan to cut energy emissions with efficiency ... Shrinking fish in N Sea tied to warmer waters ... Monarch butterfly numbers hit record low: study ... EPA to finish coal ash regs by yearend ... 1st Porsche was EV. EVs led Norway late '13 auto sales ... Formaldehyde in WV taps (near spill): scientist ... 1,400 filed suit against makers of Fukushima reactors ... Sluggish to declining retail el sales reported by 2 of US' largest owners of el utilities ... IL ordered utilities to ensure smart meter compatability. (With what?) ... AEP raised $500M for Utica shale development ... Major US philanthropic orgs to shift from climate change mitigation to adaptation. (Think about that one, kids.) ... Despite Chevron, Exxon, Shell spending $.5T last 5 yrs, their oil/gas production down. Together will earn ~$70B in '13, down from $100B in '12. Caspian Sea project now up to $40B cost from $10B and little to show. Exxon capital spending hit $41B in '13 ($27B in '09) ... Baghdad decided to share more oil revs with provinces after provinces threatened to stop oil production. Go fig ... Assad refusing to let humanitarian aid into areas surrounded. US has resumed non-lethal aid to rebs. Frak Assad ... Renewable Energy Group to provide biodiesel for Super Bowl, events ... Mercedes Benz, partners to demo E20 cellulosic effectiveness. 12-mo trial in Germany ... Ontario Biodiesel Ass launched to promote B2, industry ... Defra cited competition for lower expectations of UK wheat ethanol production ... Airbus, Malaysia partnering to assess local solutions for sustainable biomass production ... OPEC set 30Mb/d production target (12 members). No individual quotas ... Low foreign interest in Pakistan's new oil blocks ... AWE (Australia) downsized offshore Tasmania assets for $74M from Indian Prize Petroleum ... Seabed carpet. Rubber carpet moves up down on seabed with waves. Pumps, cylinders, hydraulic pressure makes energy onshore. UC Berkeley team. Gets 90% of wave energy. Hay mister President. Did you miss something in State of Union? ... London plans to use heat from Underground to heat local homes. Other places working on it too ... Westinghouse liked Poland decision to go nuke. '24 maybe ... FL comp proposing $500M NG power plant for Middletown OH ... Indian regulator threatened to fine utility $32/d for breaking clean/ren energy rules. Managing director told to pay $320 ... Tokyo Electron to stop making solar panel production equipment end of March. TE to be bought by Applied Materials (AMAT, I think.) ... NSK (Japan) wants to 3x market share of wind turbine bearings to 20% by '17. Supplies Vestas, Mitsubishi ... Gamesa plans to close wind turbine blade factory in PA end of March. Cites US incentives. 62 jobs ... Tyson Foods to farmers: give pigs more space ... Leaders at Davos agreed climate change is real (I guess that gave the President OK to say it in SOT) , unabated coal has no future ... Intel, MSFT, Kohl's lead EPA green power ranking ... Ceres (CERE) may be faved horse in cellulosic eth race. Sorghum, switch grass, miscanthus feedstock ... New big-headed fish found in MT, ID rivers ... MBAs most wanted by comps ... Happy trails, pards.

THURSDAY OPEN ... Market up 91/52/13. Volume slightly heavy. US 4Q GDP up 3.2%. WTI over $98, Brent ~$108 ... (stock #s in %) AMLM up 60. BLDW up 53. NAMG up 23. AMEL, SATCQ up 21. PSPW up 14. CERP, MKTY up 11. LTBR up 10 .... ECOS down 50. GERS down 30. CSKH down 28. EWRL down 18. BSRC down 17. MGLT, UBRG down 14. ENSL down 13. BFRE down 12.

WEDNESDAY CLOSE ... Market down 189/46/18. I think going to 200 day lines. WTI under $97, Brent near 108. Turkey currency, other currencies. NG $5.04. FED extended taper $10B more/mo .... (stock #s in %) ECOS up 100. GERS up 66. NGLPF up 17. IFXY up 11. GEVO, PLUG up 10. Check them out. EFOI up 7 .... AEHI down 33. AMEL down 26. NORX down 20. LMRMF down 19. DSTI, NAMG, SATCQ down 17. EVSI down 16. PSPW down 15. SSOL down 14. ENSL, XDSL, USEI down 12. LEDS, BLDW down 11. VLNCQ, VSPC down 10.

STUFF ... Solar wind can form water on interplanetary dust ... Hanwha Solar (HSOL) competing with Chinese solar comps ... German solar industry slashed 50% of jobs last 2 yrs to 4.8K in Nov. ... Look for TSLA to dramatically raise guidance ... CSIQ 2.1Mw deal for Delhi airport ... High power LEDs 50% of lighting shipments by '17: Digi Times ... Black carbon (soot) among emissions that can increase heart attacks: study ... Japan researchers plan to create hybrid cargo ship ... US House committee voted to scrap EPA new power plant emissions regs ... Duke won't invest in SC nuke plant ... Louisiana has new plan to reduce Gulf "dead zone". (Shouldn't that be a federal task?) ... DDT exposure could contribute to Alzheimer's: study ... EPA removed former Cal military base from superfund cleanup list ... 7 dead in China oil tanker blast ... Energy boom in N Kenya fueling violence ... Denmark, UAE (Masdar) to collab on advancing clean/ren, sustainability, carbon capture/storage ... 101 feedstocks found so far in biofuels industry ... Methanol from straw project in Germany launched ... US ethanol production hit 97% of EPA target in '13. Biodiesel 140% (20% rolled over into '14) ... Global enzyme demand est. to rise 6.4%/y to $6.9B in '17 ... Iraq says they will take action against Kurd sector - including fiscal measures - if Kurds begin exporting oil without Baghdad agreement. (Oil has already flowed through the new pipe to Turkey, but exports officially to start by weekend ... Mexico signed 1st post-reform oil deal with Lukoil (Russia) ... Tullow, Total, CNOOC set to sign with Uganda to develop 20 oil fields. Licensing round expected later this year. Uganda plans 60Kb/d refinery, pipeline to Kenya, crude-fired power plant. Reserves est. 3.5B bls. 1st oil expected '17-'18 ... LNG deliveries to China up 33% yoy in Dec. 2.43M tons. Pipeline NG deliveries up 20% yoy. Total NG imports '13 up 30% yoy, serving 1/3 demand. Est. demand 10-15% higher for '14 ... US propane stocks fell 3.4M bls last week to 35M bls, lowest for time of year since '01: EIA ... As of last summer, BNSF was shipping ~650Kb/d. None 5 yrs ago. 71% of Bakken crude now shipped by rail. 25% Jan '12. Rail shipping costs up to 5x more than pipe ($10-15/bl) ... 71 TSLA supercharger stations now around US ... Oxford U report blames oil price volatility for lack of stable econ growth around world. (I hope they weren't paid to come up with that.) ... Pakistan regulator set first solar FIT. 22 rupees/Kwh (21 cents) 1st 10 yrs, 9 rupees next 15 yrs in north. A tweak less in south. 50Mw total, 10Mw max per plant. Pakis' peak demand for power exceeds supply by 5Gw. 90% of villages have no power (grid) ... EBODF owns over $22/share of Goldpoly, trades under $7: Kravetz. Valuation up to $30/sh ... Disaster declared for Wash. sockeye salmon fishery ... "Zombie bees" threatening US N east colonies ... Honda began exporting units from US ... Gulf Mex residents don't show higher levels of chem exposure after BP disaster: doctor. (Always get 2nd or 3rd opinion.) ... S Korea OK'd 1st reactors since Fukushima, safety scandal ... EU officials backing $8.9B plan to halt overfishing ... Poland utility seeking partners for nuke project ... Jordan to issue PPAs for 370Mw of solar by end of March ... Solarcentury to invest in 100Mw solar projects in UK this year ... Europe installed 1.57Gw offshore wind in '13, up 1/3 from '12: EWEA ... First Wind (US) to build 82Mw solar on Oahu. 3 plants ... 6 India comps to build 4Gw solar plant in Rajasthan. Rs300B ... Obama proposed new subsidies to fund alt fuels, NG trucks ... Upower (US) signed PPAs for 100Mw of Honduran solar. 2 plants.

WEDNESDAY OPEN ... Market down 100/33/14. Volume normal. Fed wait. WTI under $97, Brent near $107 ... (stock #s in %) ECOS up 100. GERS up 16. CABN up 15. GEVO up 9 .... NORX down 18. SATCQ down 17. XSNX, LMRMF, GWBU down 16. PSPW, PRHL down 15. NAMG down 13, new low. VLNCQ down 10. AMLM, AQNM down 9. KIOR down 4, new low.

TUESDAY CLOSE ... Market up 90/14/10. Volume slightly heavy. Naz held 50-day line. NG $4.90. WTI over $97. Guess I'm missing something. Fed reports on morrow ... (stock #s in %) CGYV up 83. POLR up 63. GERS up 50. CABN, FNVRF up 38. LEDS up 22, jump off top lines (200-days). SATCQ up 21. AMTX up 19, back above bottom 50s. ELON up 19, new high, herd it here first. GWBU up 19. UBRG up 16. LMRMF up 13. AMEL up 11 on news. MGLT up 10 .... ECOS down 50. NGLPF down 30. ENSL down 22. AMLM down 21. AQNM down 12. NAMG down 11, new low. QTMM, USEI down 11. IFXY, ASPW down 10.

STUFF ... Sunpower (SPWR), Bank of America $220M finance deal for residential rooftop solar leasing ... US solar jobs up 20% to over 142K in '13 ... First Solar (FSLR) broke ground on 102Mw solar plant in Australia. Online mid-'15 ... Sharp, local Thai partners to build 52Mw solar plant in Thailand ... Duke execs: Duke pays customers too much for surplus el for residential rooftop solar. Duke pays avg. rez retail for el - ~11c/Kwh. Wants to pay wholesale 5-9c. Duke has raised rates 3 times since '09 to pay for fossil plants ... Asia 43% of global solar project finance in '13. N Am 32%. Europe 16%. Europe 35% of wind project finance. N Am 28%. Asia 26% ... Clean/renewable energy 37% - 5.2Gw - of new US power gen cap in '13. Solar 2.9Gw, wind 1.1Gw, biomass 777Mw, hydro 378Mw, geothermal 59Mw. '12 and '13 clean/ren added 20Gw. NG added 7.2Gw, coal 1.5Gw, waste heat 76Mw, oil 38Mw. Clean/ren now 16% all US powgen cap, net elgen 13% ... ~$220T world wealth. Top 1% own ~half ... New NASA satt to observe rainfall around world ... Smart For Two EV top green V ... UN to help Iraq battle drought, food security issues ... Enviros: carbon should be regulated like all other pollutants ... Arctic Sea ice survived warm period millions of years ago ... Calif imposing record fines for GHG reporting violations by comps ... Polar bears can expand diet to survive climate change. (To what, humans?) ... Cal ranchers unloading cattle because of drought ... Export projects leading to NG price spikes in Australia ... Energy mergers, acquisitions slowed in '13 ... Location of shale gas pipelines in OH largely unreg'd ... India to make offshore wind plan with EU help ... RFS questions already forcing some US biodiesel production to mothball. Last day to comment to EPA on RFS ... Weak ethanol prices in Europe driving pick up in exports ... Ethanol production up in north Brazil from severe dry wx ... Austrian trucker ordered 220 trucks from Scania with new biodiesel engine ... Biodiesel production up 11% in Poland 3Q to over 184K metric tons. Govt incentives for local blending ... Owner of biofuel plant that blew up last week in Miss expects to rebuild. Insurance only covers cleanup ... Chevron-led consortium in Kazakhstan set oil production record last week. Production from western field up near 12% over '12 to 177Mb/y. China pumping in more oil than ever from Kaz - up 14% yoy to 86Mb/y. Kaz '20 production target 733M bls + ... China stopped making coal-fired locomotives 5-10 yrs ago (my brother confirmed). BNSF to test NG locos this year. BSNF 2nd biggest user of diesel in US after Navy (my brother did not know that) ... Chevron to fight $5B Nigeria lawsuit ... Industrial Heat (NC) bought rights to E-Cat cold fusion tech (LENR: low energy nuke reactions). Uses nickel, hydrogen ... Sakhalin deposits est. 14B bls oil, 2.7TCM NG. Russia wants to supply Japan ... Russia to become 1 of top LNG producers in 10 yrs ... UAE considering importing N Am shale gas ... TransCanada NG pipeline explosion left 4K folks without heat/el in Manitoba ... Cambridge University study calls for increased taxation of frackers to comp for enviro damagement ... Xtreme Power - TX energy storage comp - filed bankruptcy ... P&G taking phosphates out of Tide ... 90% of execs think sustainability essential. But half addressing most material issues they face ... Tesla (TSLA) wants to sell 8K units in China this year .... Utility-scale solar installs to grow ~40% '14-'15: EIA ... Clean energy private equity buyouts up 3% in '13 ... KfW (Germany) lending EUR100M to Eletrosol for Brazil wind, solar projects ... US farm bill mandates $881M for clean/ren energy, energy efficiency ... Conergy (Germany) bought Wirsol Sol UK 100Mw portfolio. 50Mw shovel ready ... Scot offshore wind investment down 50% in '13 to 29M Pounds. 193M Pounds to date .... Capital Stage (Germany) considering buying PROKON assets ... Hanergy (China) to start build on phase 1 - 600Mw - of 3Gw thin film solar factory in March.

TUESDAY OPEN ... Market up 94/11/9. Volume normal. US durable goods orders down. UK 4Q GDP up .7%, year best since '07. WTI over $97, Brent over $107 ... (stock #s in %) AMTX up 28. AMEL up 17. MDDD up 14 .... ECOS down 50. NGLPF down 30. NORX down 20. ENSL, UBRG down 16. PRHL down 15. AQNM down 12. QTMM down 11. IFXY down 10.

MONDAY CLOSE ... Market down 41/44/8. WTI under $96. NG back under $5 ... CSGH up 37. GERS up 33. ENSL up 24. LEOM up 17. RSOL up 16. (I think I mentioned that.) USEI up 12 .... POLR down 38. SATCQ down 30. AMTX down 24. MDDD down 19. TEMN down 16. PRHL, AMEL down 15. AMLM down 12. RNWEF down 11. ALTI down 9.

STUFF ... Japan bought 87.3M metric tons LNG in '12 for $57.5B, double '11 ... Boston comp contracted to build 20Mw of solar on Cape Cod, Martha's Vineyard going out of biz after 77 yrs ... EDF, partners started building 6Mw solar plant in Mass ... Treasury says it's broken even on the TARP bailout ... Heat stress, not flooding, drives most climate migrants: study ... DOT $886M for Sandy rebuild, resiliency efforts ... Ancient forests stabilized Earth's CO2: study ... New track inspection rules in response to oil train wrecks ... US solar jobs growing 10x faster than national avg ... China plans to add another 20Gw hydropower this year ... Thailand comp to develop 21 biomass plants in north, online this year. Each 1.5Mw plant $4 - 4.5M. To use Naipier grass to make biomethane ... Hanwha (HSOL) to add 204Mw production line to Malaysia plant this year. Will raise plant's output to 1.1Gw, total production capacity to 1.3Gw. Comp also wants to expand rooftop solar in Europe, Japan ... Farmers around Fukushima getting solar plants ... Hanergy (China) got $3.3B credit line for solar, hydropower biz ... Shunfeng PV (China) to invest $4.1B to develop 3Gw solar this year, part of 10Gw buildout next 3 yrs ... China Windpower Group got RMB 5.7B loans from China Development Bank for over 800Mw solar next 2 yrs. CDB also loaning 400M RMB to Jinko Solar for 3 projects total 50Mw already on grid plus credit line for up to RMB 3B ... Hareon Solar to build 200Mw solar in Inner Mongolia, China. Brought 220Mw online in China in '13 ... JA Solar (JASO), Powerway building solar module plant in S Africa. 150Mw, online 2H14 ... Malaysia to launch net metering this year for commercial users. Also increasing clean/ren surcharge for heavy el users to fund FIT program ... Clean/renewable comps to get more funding from bond markets as banks curb lending: Citigroup exec ... Italy oil consumption back at '67 level, down over 30% last 10 yrs. Apparently, it's the price of gasoline ... US NG supply 13% below 5-yr avg for time of year. ~1/2 US homes heat with NG ... 5.5M US homes heated with propane. US propane production up 27% last 5 yrs to 1.3Mb/d. Exports of LPG doubled in recent yrs, 400Kb/d in Oct. Some areas of US cost of propane has doubled in recent weeks to over $4/gal ... US crude production down 100Kb/d from cold snaps ... Global oil demand up 135Kb/d 4Q: EIA. Est. up 1.2Mb/d in '13 ... US to soon have all light sweet crude its refineries, storage facilities can handle. Without exporting, shale oil production will have to slow. (Unless we build more storage.) ... Tehran says Iran exporting 1.5Mb/d. Down from pre-sanction 2.5M. US says it's closer to 1Mb/d ... China '13 GDP 7.7% growth. Just missed 14-yr low. Importing 20% more NG than '12 ... China National Petroleum, Ecuador agreement to build refinery on Ecuador west coast ... Japan burning more crude for power because of cold spell ... Missing oil tanker may be hijacked off W Africa ... Mideast could spend up to $50B for 12-15Gw of solar next 7 yrs. Another 22-25Gw for wind, hydro ... Venezuela likely to hike gasoline prices from 5 cents/gal to ~17. Inflation 56%. 30% currency deval ... UK comp converts sewage, waste into biocoal. Awarded 1M Euro to build 1st plant ... New study shows US surpassing '14 biofuels production goals. Biodiesel comps posting record production ... Ukraine comp began building 41M Euro bioethanol plant. Online '15 ... US appeals court ruled govt acted illegally, "with incomplete info", when it moved to open 30M-acre area of continental shelf Alaska to oil/gas exploration in '08 ... Coal prices down 16% in China in '13. Regulator warning of credit risks of coal comps over slowing demand. China burns as much coal as rest of world ... City of Beijing banned construction of new oil refining, steel, cement, thermal power plants or expansion of existing plants ... UK launched 28th round of N Sea oil/gas licenses ... Georgia Power offering new heat pump rebate of up to $550 ... Canadian Solar (CSIQ) selling 10Mw solar farm in Ontario online 2Q to Blackrock fund. CSIQ also supplying 7.8Mw for 4 projects in Cal ... Yingli to supply 2Mw for Malay residential solar projects ... Tesla (TSLA) completed nationwide charging network ... WV Gov ordered chem comp to remove all storage tanks that leaked into river ... 5K folks protested Salt Lake City air pollution ... New Delhi's air worse than Beijing's: data ... Major trade bodies pledged to target global free trade of green goods ... France to back 57.4M Euro investment in offshore wind port site ... Huadian Fuxin Energy (China) to raise $151M with share sale ... China lower than expected 10Gw solar target for '14. Same as '13 ... China calling on US to drop latest solar import probe, urging negotiation ... UAE's Utico tendered for 40Mw solar plant ... Nippon Renewable Energy raised $250M for solar fund ... Tamil Nadu utility refused PPA for 100Mw solar project ... Export Development Canada to launch $300M green bond.

MONDAY OPEN ... Dow up 22, Naz down 45, below 50-day lines, S&P down 6. Volume slightly heavy. WTI under $97, Brent over $107 ... (stock #s in %) SATCQ up 50. BFRE up 20. NORX up 12. LEXG up 11. SRWRF up 9. MMMW up 8 .... AMTX down 28. ENSL down 25. AMEL down 15. TMEN down 13. CDTI, NGLPF, QTWW down 9. KIOR down 8, new low. KNDI, PEIX down 8.

FRIDAY CLOSE ... Market down 318/90/38. Volume very heavy. Dow dropped off 50-day lines. S&P fell through 50s. WTI down under $97, Brent under $108 ... (stock #s in %) AMLM up 119, triple this month. ECOS up 100. MKBY up 51, staying above lines, came alive mid-Dec. GERS up 50. CPWY up 48 on 1K shares. NORX up 38 off bottom lines (50s). NGLPF up 37 off bottom lines (50s) to lower 200-day. ABCE up 22 on 750 shares, triple since late Dec. UBRG up 20. CABN up 16. BSRC, SSOL up 13. QTMM up 13, back above top lines (200s). POLR up 12. BFRE up 11. CCTC up 10 .... HOKUQ down 28. RSOL down 13, coming back to top lines (50s), buying opportunity coming. NFEC down 11, fell below top lines (50s). PEIX down 11 on news, had doubled since mid-Dec. BWEN down 10, back to top 50. LEDS down 10, fall below top lines (200s). CSIQ down 9, day 2 fall from tops.

STUFF ... China installed 12Gw solar in '13 ... VA Tech researchers developing batt that runs on sugar. Unmatched energy density. Sugar can be refilled ... German Ecap Solution to build 5 solar plants in Kazakhstan through '16. 50Mw each ... Coke, other major comps starting to see global warming economically disruptive force affecting commodity costs, supply chains: NY Times ... 1 of New England's few remaining coal plants uneconimical. May shut down ... NTSB urging admin to strengthen US oil-by-rail regs ... More work needed to understand aerosols' effects on clouds, climate: scientists ... TX regulators oppose EPA's GHG limits ... Greenland PM acknowledged climate change risks of oil rush ... SF Bay area oysters hurt by more acidic ocean ... Grid operator for 13 E US states asked FERC for emergency approval to exceed $1K/Mwh price cap on power purchased from NG power plants because of increase in NG prices with freeze. NG futures hitting $4.88 today. Spot prices much higher to be sure ... China-backed venture proposing 2 methanol plants in OR, WA ... Koch cancelled ND to IL pipeline ... Global oil demand grew faster than supply in '13: IEA ... Zambia to invest $2.7M in ethanol blending stations ... Iogen has new method to make drop-in cellulosic biofuels from biogas using existing refineries, production ops. Capacity in place to incorp 5.6B gal/y of renewable hydrogen content into gasoline, diesel. Initially to use landfill biogas, then biogas from 2 cellulosic ethanol facilities in development. Overall GHGs reduced by up to 60% ... China B30 imports falling since Jan 1 import tax ... Scania (Sweden) introing 2 new 13-liter truck engines to run on any diesel blend up to 100% biodiesel ... Clean coal tech too embryonic to use as base for new US rules for power plants ... Miss "clean coal" plant to start up this fall. Original $2.4B cost now over $5.2B. 582Mw. Customers to get 22% increase in bills. Supposed to capture 60% of CO2 with gasification. Lignite coal ... Railways favoring oil hauling leaving Canada's record grain crop on the prairie, already 2 months behind sked ... Latin America expected to boost oil products imports from US this year. 19M tons shipped in '13, up 5.4% from '12 ... EVs could be charged up to 1/2 cheaper if el providers control charging speeds: Carnegie Mellon study ... Constellation added 38Mw customer-sited solar in '13 ... Dewa (Dubai), partners to build trial Sterling concentrated solar plant in UAE by spring. 110Kw ... 80% in UAE OK with nuke power ... First Energy may raise rates for Pittsburgh 1st time in 20 yrs (?!) ... GDF Suez selling power from Vancouver 99Mw $293M wind farm to BC Hydro. 1.8Mw Vestas turbines ... ICE911Research (US) creating way to rebuild multi-year reflective "bright ice" in Arctic to slow Arctic melt ... Kyocera supplying 725Kw of modules for soccer stadium in Netherlands ... Power transmission association backing $10M prize for carbon sequestration tech winning idea ... Duke wants to slash rate it pays for rooftop solar ... Trade officials launched new Solar World backed probe of Chinese panels ... Hire Energy wants to install 200Mw solar in UK in '14 ... Fuel Cell Energy (FCEL) raised $31M in public offering ... Scotland approved 390M Pound wind, biomass projects ... Joule Assets to raise $100M for energy efficiency private equity fund ... China opted against duties on European polysilicon ... Next Energy Capital (UK) targeting 150M Pound fund for solar projects ... Geronimo Energy (MN) bought 225Mw IL wind project from Mainstream Renewable ... Martifer Solar USA filed for bankruptcy ... Xtreme Power (TX) - grid batt storage - filed bankruptcy, seeking buyer ... 60 new ultra-deepwater drilling rigs to be delivered worldwide next 2 yrs. 1/3 world oil supply now produced offshore. Ghana spending at least $20B on offshore next 5 yrs. Brazil $217B by '17.

FRIDAY OPEN ... Market down 164/45/18. Volume slightly heavy. WTI under $97, Brent under $107 ... (stock #s in %) ECOS up 100. GERS up 50. AMLM up 37. UBRG up 20. BFRE up 11 .... PRHL down 20. NORX down 16. LMRMF down 14. AMEL, SRWRF down 10.

THURSDAY CLOSE ... Market down 176/24/16. Volume a little heavy. WTI over $97, Brent over $107 ... (stock #s in %) CSOL up 73. AMTX up 35, hanging above bottom lines (50-days). EVSI up 25. VLNCQ, NGLPF, BFRE up 20. CGYV up 16. POLR up 14 .... BSRC down 38. GERS, MKBY down 33. CSGH down 29. AMLM down 27. CABN down 14. XSNX down 13. SLMU down 11. REGI down 10.

STUFF ... Global atmos CO2 avg. 396ppm in '13 ... OCI Solar Power broke ground on 3rd TX farm. Part of 400Mw project for CPS Energy ... Tesla S to cost $121K in China ... Renewable Energy Group (REGI) bought LS9 for up to $61.5M ... Fed appeals court ruled DOI's enviro assessment of lease sale for oil/gas development in Chukchi was flawed. Sent it back for reconsider ... Fed judges declined request to rehear challenge to Cal's low-carbon fuel standard. May head to Supreme Court ... Automakers: '14 "the moment" for emergence of fuel cell vehicles ... Antarctica climate appears connected to temps in Atlantic: study ... UN climate chief praising EC for blazing path to lower emissions ... Davos leaders pushing for clean energy to fight climate change ... Part of Midwest propane shortage from farmers using 300M gal equivalent to dry crops last fall, up from 65M in '12. Also growing shortage of pipeline capacity to move propane. Existing pipes being converted to move NG liquids, shale oil ... Dec. OPEC production down ~535Kb/d yoy. But up 300K from Nov ... Algeria announced bidding for over 30 oil/gas fields. August bid deadline. Algeria avg 1.15Mb/d production lately, down 4% from '12. Prez election in April ... Italy wants to double oil production in several yrs. 1.4B bls of reserves, most in boot instep ... Taqa (UAE) to invest $1.2B in Kurd oil development. $300M 1st phase, start early '15 for 30Kb/d. FInal production est. 100-120Kb/d in 4 yrs. Taqa holds 40% stake in consortium with Kurds. Marathon 15% ... Over 1.15M gal crude spilled from US railcars in '13. Ala spill early Nov 750K gal in swamp ... China university report: country must spend $330B to battle climate change. (Let alone the air they have to breathe.) ... Google to buy 59Mw from Swede wind farms for 10 yrs starting in '15 ... Sharp to stop solar panel production in Memphis plant. Reviewing PV panel biz. Also stopping panel making at UK plant. Old plants, unlikely competitive with newer gen ... EPA to reconsider '13 cellulosic ethanol target on oil industry concerns ... Mayors at White House today to discuss climate change, adaptation ... USDA: soil erosion rates stable despite expanded acreage ... Biodiesel plant exploded in Miss ... FSLR started on 22Mw farm in TX without PPA ... VC/PE investment in clean/ren fell 4Q from collapse in late stage VC funding ... juwi to buy controlling stake in Australia solar developer Qi Power ... Jinko Solar raised $272M from share, convertible note offerings ... $4.85B of clean/ren in development or built in Madhya Pradesh ... Bosch to book 1.3B Euro loss for '13 from solar division ... PROKON Regenerative Energien (Germany) filed for insolvency. Biomass/biofuels ... LSCG raised $17M VC funds. Targeting $50M.

THURSDAY OPEN ... Market down 178/39/16. Volume slightly heavy. US leading indicators Dec. up .1%. WTI over $97, Brent under $108 ... (stock #s in %) ECOS up 100. BFRE, NGLPF up 33. BLDW up 28. CRCL up 27. AMTX up 13 .... WTWO down 50. AMLM down 27. SOPW down 17. DSTI down 16. CSUN, XSNX, USEI down 12. REGI down 11 on news. SLMU down 11. CCTC down 10.

WEDNESDAY CLOSE... Dow down 41, Naz up 17, S&P up 1. WTI back under $95, Brent over $108. NG up to $4.52 ... (stock #s in %) WTWO up 100. GERS up 50. ENSL up 41. OOIL up 21. AMEL up 18. ASPW up 17. CSKH, VLNCQ up 16. PRHL up 13. JUHL, LEDS, ELON up 12. URRE up 10. CREE up 7 .... BFRE down 31. SATCQ down 29. NORX down 27. AMLM, CRCL down 26. EVSI down 18. NFEC down 11. BLDW down 10.

STUFF ... '13 tied with '03 as 4th warmest on record: NOAA. NASA: '13 7th warmest, tied with '09, '06. '13 37th year in row global temps higher than 20th Century avg. 9 of 10 warmest ever years occurred in 21st Century ... EU, German minister: Europe must contain energy costs or risk "deindustrialization" ... Bill Gates sees almost no poor countries left by '35 ... Global weather disasters in '13 cost $41B, 2nd only to '10 ... GDF Suez Canada, partners started up 99Mw wind farm on Vancouver ... Babcock & Wilcox got $40M order for enviro control equipment at 2 AEP coal plants in OK, TX ... Canadian Solar (CSIQ) to supply 10Mw for Ontario solar plant ... World's 85 richest peeps worth as much as 3.5B poorest. (Nothing to do with energy. But dam.) ... Philips "Slim Style" LED bulb dimmable, priced under $10. 60w equiv uses 10.5w ... EC agreed to 40% GHG cuts by '30. Targets only binding on EU level ... Combustion efficiency remains crucial frontier for curbing emissions ... Survey: awareness of climate costs, risks building among major comps ... Kenyan subsistence farmers getting carbon creds from World Bank fund ... Slowdown in Atlantic current could lead to dry Britain summers ... Trains spilled more oil last year than in previous 4 decades ... Pipeline monitoring tech often misses spills ... TEPCO found new leak at Fukushima reactor ... China air pollution reaching Calif ... TX regulators say they don't have authority to shut down an operation even if they verify drilling link to quakes ... Cameron telling EU renewables goal may cost UK 9B Pounds ... China wind installs up 24% in '13. 16.1Gw. Total now 90Gw. Expected 20% growth rate next few yrs. Plans for 18Gw in '14. Country wants to bring price for wind, solar in alignment with fossils by '20 ... Oil security '25 report: US remains vulnerable ... Global Bioenergies teaming with Audi on isooctane for cars from bio-isobutene. Can be used in any blend ratio ... NREL leading project exploring use of microbes to produce liquid diesel fuel from methane released by fracking/drilling. $4.8M ARPA-E funding. 2Kb/d equiv of NG flared off in US ... Chesterfield BioGas (UK) selected to build UK's largest biomethane-to-grid project in Scotland ... Cambrian Innovation (US) unveiled EcoVolt water treatment system at Bear Republic Brewing. System's bio-el tech treats wastewater, generates biogas ... European farmers union wants stable framework for biofuels ... BG Group (UK) ready to launch oil/gas exploration in Honduras Gulf of Mex. $20M initial investment. 1st contract for foreign comp to explore in Honduras ... Energy experts calling for executive action on clean(er) energy ... US spends est. $30B/y on nuke waste disposal. Waste Control Specialists (TX) has only site in US for disposal. (A big pit.) ... VA Senate voted to repeal hybrid, EV tax ... Polish ruling party against building country's 1st nuke plant ... Elementa (Canada) to build 10Mw waste-to-energy plant in Ontario ... Ests. range from $523B to over $1.9T global subsidies for fossil fuels. Subsidies for clean/ren $88B in '11 ... Etrion to split $80M share placement funds between Chile, Japan ... Servergy set for rapid growth as demand for energy efficiency data servers skyrockets ... Globeleq Mesoamerica secured $109M debt for Costa Rica 50Mw wind project ... ABB warning of $260M 4Q charge on offshore wind delays, weak power demand ... BP Wind seeking FERC approval to sell 150Mw wind project in Indiana to Pattern Energy ... China Suntien - wind farm operator - to raise $201M through share placement ... Germany added 240Mw offshore wind cap in '13. Total now 520Mw ... Keystone pipe southern leg starting up with extra leak-spotting sensors ... Sharks, rays threatened with extinction: study ... Cape Wind facing new lawsuit ... Even major increase in EVs wouldn't significantly reduce emissions: study ... DOE announced $50M for advanced vehicle tech ... Beijing banning new oil refining, fossil power plants to cut emissions ... Google to buy power from 4 more wind farms in Sweden.

WEDNESDAY OPEN ... Dow down 47, Naz up 8, S&P up 1. Volume normal. WTI near $96, Brent over $107 ... (stock #s in %) WTWO up 100. BOPO up 53 on 1.5K shares, up 20x from low. ENSL up 24. OOIL up 23 on news. AQNM up 23. ASPW up 17. LTBR up 14 .... BSRC down 21. MKTY down 12. GWBU down 10.

TUESDAY CLOSE ... Dow down 44, Naz up 28, S&P up 5. Volume a little heavy. WTI ~$95, Brent under $107. Hedge fund assets record $2.63T ... (stock #s in %) BLQN up 81. LMRMF up 48, jump back to near late Dec top. CSGH up 47, back above bottom line (200-day) on light volume. HOKUQ up 40. AQNM up 33, light volume, back to Sept, above all lines. LEDS up 16, heavy volume, from bottom 50-days to top 200s. MKTY up 15, back above top lines (50s). NFEC up 13, heavy volumeclimbing out off plateau since Aug 5x. HIIT up 12, back above top lines (50s). CREE up 5 after close on Q report, above all lines .... CGYV down 55. ECOS, WTWO down 50. CSOL down 42. AWSL down 40. GERS down 33. AMTX down 26, back below bottom lines (50s). FNVRF down 22. CERP down 21 on news. VLNCQ down 18. MDDD, WSGP down 16. MDDD spread from near $1 to near $2. GWBU, CBAK down 15. ENSL, NORX, QTMM down 14. SATCQ down 13. BFRE down 12. EVSI down 10.

STUFF ... Climate change leading agenda at Davos ... Active power control of wind turbines can improve power grid reliability: NREL ... Everpower to build large-scale wind projects for US Army bases ... Larger dedicated installation vessels key to offshore wind cost reduction: Rabobank ... Kilowatt Financial (NY), Citi launched $100M home energy efficiency fund ... Goldpoly (China) completed purchase of 400Mw project portfolio from GD Solar ... Areva, Gamesa to form JV to focus on offshore wind ... EIB, Masdar (UAE) signed renewables financing framework agreement ... German econ minister to propose cutting renewables subsidies 1/3 by '15 ... Extreme El Ninos to become more frequent with climate change: study ... DOE, biotech firm joining forces to capture, use methane from drilling ... Soaring finance costs slowing buildout of clean energy in developing countries ... Climate change drying up Andean farming in Peru. Melting Tibet glaciers flooding downhill pastures ... Great Lakes, St Lawrence communities got climate adaptation funding ... Rich countries "outsourcing" CO2 emissions to rising econs ... Rise in quakes prompting Dutch to limit NG production ... 1,600 fields providing 70% of today's global oil supply show decline rate of 6.2%: IEA. Tripled oil industry investment since '00 has increased oil supply just 12% ... Fossil fuel subsidies $544B/yr globally ... European Court of Justice rejected BP's request to avoid biodiesel duties on US imports ... Indian oil comps set ethanol benchmark price too low for mills ... Blue Sun Energy (MO) implemented its enzymatic biodiesel processing tech. Refinery the most advanced biodiesel production facility in world ... Zarya (Ukraine) investing $59M in 30M ton/yr ethanol plant. Cereals, including corn, rye feedstock. Online in '15 ... Praj (India) cellulosic ethanol demo plant expected online by yearend. 5M liters/yr ... Turkey found high grade oil on Iraq border, near Iran border. Energy imports cost Turkey $60B in '12. IMF est. to surpass $70B by '17. Turkey oil reserves 270M bls. Oil production peaked in '91 at 85Kb/d, bottomed in '04 at 43K ... Shell sold $1.1B stakes in 2 Australian NG/LNG projects to Kuwait's energy comp ... Eni planning to pull out of Poland shale gas project. Would be 3rd major to give up on Poland shale since '12. Reserves est. down to 350-750BCM from earlier 5.3TCM ... Turkmenistan moving to limit amount NG it gives citizens for free. World's 4th largest NG reserves. They also give citizens free el, water. Subsidies cost $5B/yr. NG meters to be installed. Govt est. 80B bls oil in their part of Caspian, so far unexplored ... Iraq '14 budget will collapse without Kurd oil income: head of Parliament treasury committee ... U of TX researchers using windmills the size of a grain of rice to charge portable devices ... Wartsila got order to build 200Mw dual-fuel power plant in Indonesia. Will run primarily on NG, heavy fuel oil backup. Fully online May '15 ... Suzlon may raise up to $750M by listing German unit by Aug to repay lenders ... Panasonic, Epco to form JV to sell power from residential rooftop solar in Japan ... 43Mw solar plant to go online Feb 1 in Japan. Built by Softbank, Mitsui ... Macmillan working to reduce carbon emissions 65% by '19.

TUESDAY OPEN ... Dow down 51, Naz up 14, S&P up 2. Volume a little heavy. IMF raised global growth est to 3.7% from 3.6%, US growth to 2.8%. WTI at $95, Brent over $107 ... (stock #s in %) BLQN up 95 on 100 shares. LMRMF up 41. HOKUQ up 40. BLDW up 19. CSKH up 16. MKTY up 15. AMEL up 12. HIIT up 10 .... CGYV down 55. CERP down 27 on volume, new low. FNVRF, VLNCQ down 22. CCTC, ENSL, GWBU, MDDD, QTMM down 17. MKBY down 16. CBAK, EFOI down 15. EVSI, SATCQ down 13. NORX down 12.

STUFF ... Folsom Lake in Cal 17% of capacity. Without more water, est. 200K acres prime ag land to go unplanted just in Fresno County. Sierra snowpack 20% of historical avg. Parts of western plains also in drought ... Solar about 1/2 cost of LNG to power enhanced oil recovery in Mideast that tap heavy crude: Glass Point Solar. Region has ~475B bls heavy crude ... $41M of loans pledged by IRENA, Abu Dhabi Fund for Development to 6 developing countries. $5M for 3Mw small hydro project in Ecuador. $6M for 2Mw water-to-energy initiative in Maldives. $9M for 4Mw solar PV/diesel hybrid mini-grid in Mali. $5M for wind projects in Mauritania. $7M for biomass/biodiesel projects in Samoa. $9M for 6Mw solar PV in Sierra Leone ... UN climate change chief calling on investors to pull money out of fossil fuel investments, put it into green assets ... Church of England said it's unlikely to quit fossil fuel investment. New Zealand Anglicans, UK Quakers passed resolutions to divest fossil fuel assets ... Global carbon emissions up 1.4% in '12 to historic high of 31.6B metric tons: IEA. Intergovernmental Panel on Climate Change says world can afford to emit total 1T metric tons GHGs. Beyond that, little chance of holding temp change to 2 degrees C. Beyond 2C most scientists agree climate change will become catastrophic. World has already emitted 531B metric tons. At 30B/yr, that gives us ~15 years ... Developing world now accounts ofr 60% of global C emiss, up from 45% in '00. Emissions took off from 4B metric tons/yr in '45 ... US NG stockpiles 15% below 5-yr avg. for this time of year ... Shell profit warning 1st in 10 yrs. Recent setbacks: $2B writedown on TX shale oil venture, grounding of Arctic drilling platform, competition from "cheap" US gasoline for Europe refining ops ... So far, looks like Iran stopping enrichment to 20%, West to release $7B ... Kurds say oil revs will first pay contractors, then reparations from Hussein atrocities, then share with Baghdad. Kurds had been getting 17% of Baghdad's oil revs, but that was terminated with opening of pipeline to Turkey. Baghdad still suing Kurds, blacklisting Turk comps involved ... New fighting in S Libya (where oil is) ... China electric use up 7.5% in '13. Near 80% from fossil fuels. Intends to increase coal-to-gas to ~50B cubic meters by '20 (will be 12.5% of gas supply) ... Beijing tripled money supply since end of '06. Cost of housing so high only early buyers doing well ... Nigerian oil production avg. under 2Mb/d in '13: Bloomberg. Govt had predicted 2.53M. Govt now est. 2.39M for '14. "Over-est": S&P ... Petrovietnam suspended crude production in Venezuela. "Tough econ." (Skyrocketing inflation.) ... Foreign oil comps have to wait another 2 yrs before investing in Mexico oil/gas production ... India to lower crude imports from Iran 15% to 9-9.5M metric tons starting April. Countries have to show 15% decrease to be eligible for US waivers from sanctions ... Pirate attacks at sea down 40% from '11 peak. 7 attacks/attempts off Somalia in '13, down from 49 in '12, 160 in '11 ... Egypt stepped up Suez security ... Russia ministry concerned fracking in Ukraine could pollute regional water supplies ... BNK Petroleum (Cal) started horizontal shale drilling project in Poland ... DOE: focusing on energy crop yield alone can come at expense of many other enviro benefits ... Toyota vowing to surpass US rules for 54.5mpg by '25 ... Ford aluminum F150 should increase mileage 7mpg. Rule of thumb - 1mpg/100lb loss ... Europe '12 oil production down 15% from '96 to 970M tons oil equiv. US up 8.5% to 2,512M ... Japan approved TEPCO plan to restart reactors at 1 plant ... Japan's 10 major utilities used 5.27M metric tons LNG in Dec, up 4.2% yoy. Also used 466Kb/d crude/fuel oil, down 26% yoy ... Global farm ministers in Berlin over weekend to discuss climate change, food production ... Boeing, Total, 3 other comps to collab on sustainable av biofuels in UAE ... LANXESS (Germany) has additive to prolong shelf life of biodiesel ... ORNL: E30 good for spark-ignited engines ... National oil/gas comp to be formed in Dagestan. Last 20 yrs oil production down 10x. Large NG reserves. Over 100K tons oil looted/yr. Rising extremism, terrorism ... Rogers: US monopoly utilities doomed ... Direct Energy completed sale of 3 NG-fired power plants to Blackstone. Total 1.3Gw ... India received bids for almost 3x 750Mw of solar cap offered. Grants for 1st time, up to $303M ... Daiwa (Japan) to build 6Mw solar plant in Nara. $17M. Online Nov. Sharp panels ... Principal Solar (TX) plans to buy up to 250Mw solar in US this yr. Backing from Carlyle Capital Markets ... 19 countries to develop Africa Clean Energy Corridor. Led by IRENA. To span E Africa from Egypt to S Africa ... 13 investment banks supporting Green Bond Principles. Green bonds reached record $14B in '13 ... US banks financed $20.8B for worst-of-worst comps in coal industry in '12 ... USDA announced $250M from Energy Efficiency, Conservation Loan Program for rural residence, biz improvements to lower el bills, improve energy systems, transmission, elgen facilities ... Global employment prospects bleak until '18: ILO ... JCM Capital to warehouse Ecuador project designated for $150M solar fund ... China set final anti-dumping, anti-subsidy duties on US, S Korea polysilicon imports. Up to 57% ... Conergy seeks 200M Euros of damages from Meyer Burger ... Bosch to pay Solarworld up to 130M Euros to take over majority of its Germany-based solar ops ... Etrion (Switzerland) closed private pacement at $80M ... Kenya to build $1.2B of new solar by '16. Will provide then 1/2 of country's el. 9 projects.

FRIDAY CLOSE ... Dow up 41, Naz down 21, S&P down 7. Volume heavy (options). WTI over $94, Brent over $106 ... (stock #s in %) CGYV up 124. AWSL up 66 on 135 shares. NORX up 60 to bottom 200-day. GERS up 50. MKBY up 49, upchart since mid-Dec. BSRC up 44. CRCL, POLR up 40. AMLM, CPWY up 35. WSGP up 25. AQNM up 20. BFRE up 19. SPIR up 16, double from late Dec. SATCQ up 15. EFOI up 13, above top bottom (200) line. CSOL, PALAF up 13. MXWL up 11, jump off top (200) line on volume. ENOC up 1, new high .... BLQN down 49. NGLPF down 33. CRGE down 25. AMEL down 20. UBRG down 16. FCEL down 14 on new offer, hit bottom lines (200s). CSKH down 14. LEXG down 12. USEI down 11. MDDD down 9. SPWR down 3 after new high. SCTY down 2 after new high.

STUFF ... US investigation into price fixing by world's biggest oil traders sparking court battle over records disclosure ... Sluggy econ prompting Europe to reconsider clean energy intentions. Mandatory targets may be turned into just goals ... UN: climate protection may cut world GDP 4% by '30 ... Sustainability experts at World Bank Summit pushed for global focus on urban transportation ... Internal disarray can lead to surprisingly good performance in lith-ion batts: study ... Fast-rising ocean temps could produce more powerful storms in E Asia: study ... Slight uptick in Americans who deny climate change: Yale poll. (It's winter, and a colder one at that. And it may just be the sun.) ... Soil production faster in mountains: study ... Researchers discovering "supercorals" seemingly impervious to high acidity ... BP forecasting rise in GHG levels next 20 yrs ... Canada oil sands projected to boost CO2 emissions by '30 ... Institutional investors should switch to clean energy: UN official ... TX lawmakers to probe if quakes related to drilling ... EIA: polar vortex put big dent in US NG supply ... NM county sued again over fracking ban ... Another comp abandoned fracking in Poland ... Labor strike at French refineries showing overcapacity ... Trident Energy (UK) breakthrough control tech allows adaptation to changing wave conditions in real time for wave power aps. Direct drive linear generator, control system. Can also be applied to offshore wind gen ... UK plans to force onshore wind development to compete head-to-head with solar, hydro when bidding for subsidies. UK seeking 110B Pounds power industry investment through '20 ... 7.7M bl drop in US oil inventory in last week. Record 41M drop last 7 wks ... Libya says their oil production up to 650Kb/d from ~200K recently ... Australia researchers developed method to harvest biodiesel from algae without destroying the algae. Cheaper materials. Oil harvesting every 5 days. Murdoch U. ... DEINOVE (France) gets 9% ethanol from Deinococcus bacteria ... Carbon footprint of corn ethanol in US continues to shrink: study. C impact from crude oil production continues to worsen ... Australia becoming top choice for next shale oil/gas boom. Existing infra, low pop. density in key play areas, citizens welcome resource extract ... Shell, Gazprom Neft JV began drilling Siberian shale formation believed to hold 1 of world's largest deposits. Size of TX, GOM combined. Exxon, Rosneft JV to also start drilling this year. Bazhenov. Moscow tax breaks ... India making petrol sector more palatable for developers. Can now explore for all HC resources on given property. Govt may allow NG price to double ... Costs associated with Norway's oil sector have near doubled since '05. Secto tax hike last year ... Pemex likely to focus on shallow water licenses under new energy policy auction ... 1st democratically-elected prez in Madagascar in 5 yrs. Exxon moving on offshore HC resources. Uranium potential ... SSE (UK) got planning OK for 166M Pounds 108Mw wind farm. Soltage-Greenwood (US) $40M equity finance from John Hancock to build US solar farms. 6 projects ... Mexico developer plans $1.1B 714Mw Mex wind farm ... World Bank to raise $100M Nigeria clean tech fund ... 1/3 of global oil supply will be coming from TX in 10 yrs: report. W TX formation may hold up to 100B bls ... Dozen explosive-level NG leaks found in Washington DC streets ... Scotland OK'd $273M wind farm.

FRIDAY OPEN ... Market up 43/(11)/(3). Volume options Friday heavy. US industrial producion up 5th month in row. WTI over $94, Brent down $107 ... (stock #s in %) HOKUQ up 148. AWSL up 66. NORX up 55. MKBY up 39. BFRE up 19. NGLPF up 14. MXWL, PALAF up 13. SCTY up 1, new high .... ECOS, WTWO down 50. AMEL down 20. UBRG down 16. FCEL down 15 on new offering. LEXG down 11 on news. MDDD down 7. SPWR down 1 after hitting new high.

THURSDAY CLOSE ... Dow down 65, S&P down 2, Naz up 3. Volume slightly heavy. WTI over $94, Brent $107 ... (stock #s in %) NGLPF up 50. NORX up 42. GWBU up 32. CDXS up 26 on volume, jump off 50s to 200s. BSRC up 20. SLMU up 18. AMEL, PSPW up 17. MDDD, CCGI up 16. XIDE up 14, move up off 50s. SCTY up 12, new high. USEI up 12. ZNNMF, LEXG up 11. SPWR up 10, back on top. PEIX up 9, new high .... BFRE down 53. GERS down 33. AMLM, AQNM down 23. AWSL down 18. ZAAP down 15. SRWRF down 14. LEOM down 12. SPIR, XSNX down 11.

STUFF ... CLNE expanding LNG fueling network in FL, IL, CA ... ACCIONA Windpower 93Mw of orders for Brazil ... Cyrq Energy 4Mw geothermal plant online in NM. $43M ... German top court ruled post-Fukushima nuke plant shutdown unlawful ... California had its driest calendar year on record in '13. By wide margin. Snowpack at many locations 25% of normal. And now another fire ... '13 more than 3 degrees cooler than '12 in contiguous 48 states. '12 was hottest year ever on record ... Cracks in sea ice funneling additional mercury to Arctic surface ... Energy leaders: climate change will cut Calif's ability to make el just as more is needed. Back to drawing boards ... Old trees store more carbon more quickly than younger trees ... Marshall I. prez wants immediate climate change action ... Britain thwarted EU plan to create binding fracking rules ... Oil majors signed onto Alaska NG pipeline ... Shell Arctic drilling plan getting more scrutiny from DOI ... PA-to-TX pipeline opens market for shale drillers ... Libya increased oil production rate 1st time in near year ... Several comps announced plans in recent months to develop geothermal power in Caribbean ... Heavy rains affecting crops for ethanol production in Zimbabwe. Country pulling back 15% blend goal to stay at 10% ... Iowa biodiesel margin fell to 4 cents/gal by Jan 10 from 59 cents on Dec 31 after expiration of Fed blending credit ... MAPCO Express to offer E15 at over 100 stores across US S East ... McConnell intro'd legislation aimed at blocking EPA proposal to limit power plant GHG emissions ... Vietnam delaying construction of 1st nuke plant ... Severe smog closing Beijing highways ... Kurds expect 2M of their bls to be exported from Turkey by end of Jan. 4M by end of Feb. Over 10M by Dec. Genel expects to produce up to 70Kb/d Kurd oil this year, almost double '13 ... BP expects shale boom in Russia, S Am to cause probs for mideast. Est. energy production in mideast to grow 37% by '15, consumption up 77%. Will reduce oil export capacity to 66% of production from 72% now. By '35, mideast will consume over 3x fossil liquids/capita than global avg. World demand for crude to rise to 109Mb/d by '35 from 90M now ... Bloomberg: 2nd year in row global investment in clean/ren energy in '13. Down 20% to $253B. Record high $318B in '11. Clean energy alone $212B. Fell 41% yoy in Europe to $58B. Some of decrease from lower prices for equipment. Global solar installs up 20% in '13. China investment down 3.8%, US down 8.4%. Japan up 55% ... UN draft report suggests world may be forced to suck GHGs out of atmos to keep global warming under control ... Apple planning large solar farm at OR data center ... Long-stalled IL Next Gen carbon capture/storage coal plant project got $1B DOE grant. Will allow construction start this year. Full cost $1.65B ... ID TEchEx predicts new shapes, materials, aps for supercapacitors ... German energy exports up 43% from peak clean energy production ... Jinko Solar raised share, debt offering to $262M ... ACCIONA began 450M Euro convertible bond sale ... Lightsource (UK) to double solar capacity to 600Mw this year ... Vatenfall (Sweden) to get at least 370M Euro from 75% Hamburg grid stake sale ... JCM Capital (Canada) launched Clean Power Infra Fund VI. Targeting emerging markets with $150M for solar ... Next Era Energy got Cal OK to build 485Mw solar plant. Switch from solar thermal to PV ... UK onshore wind planning approvals up 2/3 in last 3 yrs .... BP: renewables to overtake nuke in global power production by '25 ... Onward and upward, pards.

THURSDAY OPEN ... Market down 102/9/7. Volume normal. WTI under $94, Brent $107 ... (stock #s in %) CRCL up 34. NGLPF up 25. PSPW up 18. AMEL, GWBU up 17. WSGP up 12. SCTY up 6, new high. MDDD up 4. CSIQ up 2, another new high .... AMLM down 40. XSNX down 29. ASIUF down 24. SRWRF, TMEN down 17. GRPH down 16. QTMM down 15. CABN down 14. ECTY, MKTY, ZAAP down 10.

WEDNESDAY CLOSE ... Market up 108/31/9. Volume a little heavy. US House approved $1.1T budget. WTI up almost 2% to over $94, Brent at $107. BOA profit up 4x. Legarde: fight deflation. Evans: '14 US econ takeoff (hoping). JC Penny closing 33 stores ... (stock #s in %) CRGE up 128. CSOL up 71. BLQN up 49. AQNM up 32. CBEH up 21. QTMM up 18. KNDI up 16. PALAF up 14. VSPC up 13. AMEL up 13 on volume. BFRE up 12. URRE up 10. AMSC, BWEN, LSCG up 8. CSIQ up 5, new high .... ONYX down 90. HOKUQ down 57. CRCL down 33. MDDD down 24, the ride up over for now. NGLPF down 21. LEXG down 15. BSRC down 13. CABN down 12. XDSL down 11.

STUFF ... US CO2 emissions up 2% in '13, mostly from more coal burn by utilities ... First Energy agreed to work toward reducing CO2 emissions after shareholder pressure ... US energy self-sufficient by '35: BP ... 18 US senators formed group to support climate action ... Female finance leaders calling for more climate-related investment ... Mass $50M plan to battle climate change ... Maine regulators OK'd offshore floating wind power project ... Tesla (TSLA) hit new sales record, hit with recall ... Largest Japan utility doubled its coal burn in '13 ... $3.2M marine renewables test center created in Scotland. To test construction materials, prototype foundations for offshore wind, marine power ... Solar City (SCTY) to sell asset-backed debt offerings to individual investors ... Brazil's 14Gw hydropower dam broke its own world record. Produced over 98Twh in '13. Met 17% of Brazil power demand, 75% of Paraguay's. China's 3 Gorges only hydrodam larger ... Green mutual funds (13) up avg 37% in '13. None down. ALTEX nearly doubled. Green ETFs (17) up avg 43%. 3 down. TAN best performance, up 130% ... Boeing wants ASTM approval of green diesel as Jet A replacement by yearend. Hydroprocessed esters, fatty acids standard already approved for av fuel ... EC report says biofuels demand main driver for increased ag production for all 28 members through '23. Grain production expected to increase near 12M metric tons in the period ... Europe has 13.4M too few honeybee colonies to properly pollinate crops: U of Reading (UK) research ... NY $21M to help dairy farmers convert farm waste to energy ... Brazil mills used 54% of cane crop for ethanol in latest season. Up from 50% in previous crop. Total ethanol production hit 6.7B gal, up 19% on year ... Shell expected to sell $15B of assets next 2 yrs ... Drydocks World (Dubai) to build largest ever rig for N Sea. $730M ... Purdue researchers use 3-D "photonic crystals" to absorb more sunlight than present thin-film solar cells. ~10% increase ... Toshiba taking 60% stake - 102M Pounds - in NuGeneration (UK). To build 3 new gen Westinghouse nuke reactors in Britain. Combined 3.4Gw. GDF Suez to own other 40%. World's most advanced, safest pressurized water reactor design ... Southwest Research Institute deployed 1st vehicle-to-grid aggregation system qualified by ERCOT (TX) to manage charging for electric delivery truck fleet ... Initial demo test for capturing CO2 in flue gas from coal plant completed. Mitsubishi, Southern Company Services ... Super Bowl to be greenest ever. Waste oil from food production to be converted to biodiesel. All food scraps composted. Leftovers donated. Materials recycled. No styrofoam. Energy Star equipment for all cooking. Met Life Stadium 1st certified green restaurant stadium in world ... Russia's 1st solar panel factory opens in March. To initially supply up to 1.46B Euros of projects ... PROKON (Germany) - wind power developer - warns insolvency could be imminent ... Vattenfall (Sweden) completed sale of 18% stake in Polish utility for $338M ... RWE Innogy (Germany) to cut clean energy spending to below 500M Euro this year ... China '14 target 14Gw solar, 18Gw wind new cap ... Hanwha Solar (HSOL) forming development JV with investment firm. Will supply up to 700Mw ... French prez proposing Franco-German energy comp to catalyze clean energy development ... Jinko Solar to raise $200M from share, debt offerings ... Hybrid Tech raised Fisker bid to $55M after judge approved Feb auction ... Onward and upward, pards.

WEDNESDAY OPEN ... Market up 87/28/9. Volume normal. WTI over $93, Brent under $107. Germany grew .4% in '13. World Bank raised global growth forecasts ... (stock #s in %) CSOL up 148. CRGE up 42. ENSL up 35. CBEH up 22, new high. MDDD up another 21. MKBY up 14. BFRE up 12. CSIQ up 2, new high .... HOKUQ down 57. AMLM down 42. CRCl down 26. UBRG down 16. BSRC down 15. AMTX down 14. EVSI, SSOL down 13. ABAT, CERP down 10. ELON down 8.

TUESDAY CLOSE ... Market up 115/69/19. Volume slightly heavy. WTI over $92, Brent under $107. US NG $4.32 ... (stock #s in %) HOKUQ up 156. BFRE up 53. PTOS up 46. MDDD up 37, up what?, 20x from late Dec low? ELON up 35 with volume on news, new high, huge jump over all lines. I'd say get on board short line ride/sell or wait for comeback. MKBY up 34, getting grounded above all lines. ZAAP up 29, back over bottom 50s. TMEN up 29. VLNCQ up 25. CPWY up 21. UBRG up 20. XSNX up 17, climb out from begin of year. TSLA up 15 on news, big jump off top 50s on volume. Elon for president! Or Bill with Elon VP with Warren advisor! Probably Republicans all. That's fine. I just want the guys who can run this country and the world right. I don't care what parties they like. It's trust in performance. I guess there's my 2 cents. OPTT up 15 on news, huge jump back to Oct top, huge volume. CDTI up 15, new high, day 6 of uber double run I just caught on screen. Oops. Catch the ride at the right price I guess. HYGS up 14, push back toward top earlier this month. XDSL up 13. CBEH up 11. CSIQ up 10, new high, up 8x since April. SPIR up 10. ZNNMF up 10. PEIX up 9, over 2x since mid-Nov falloff. Lesson there. And corn prices to fall. AMRS up 8, up a quick 20% in 4 days .... CSOL down 48. BLQN down 34. ENSL down 31. GERS, PPRW down 25. CSGH down 21. LMRMF down 17. AMEL down 16. SATCQ down 13. EFOI down 12, watch for bottoming tomorrow. CSKH down 12. USEI down 11. PSON down 10. KIOR down 9 on downgrade, new low getting into buyville. If you believe. NTCXF down 5.

STUFF ... Britain may add up to 2Gw solar this year. Pledging subsidies through '20, no size limit. Investors raised at least 750M Pounds last year for large-scale projects ... Google investing $75M in Pattern Energy Group (PEGI) 182Mw TX wind farm. Online by yearend ... AMRC selected by Yakima, WA for LED street light project ... OPTT got $66M grant for Australia project ... If US nuke power plants continue shutting down, nation risks losing 60% of its clean elgen as soon as '30: APS group. 4 nukes announced closings in '13. 38 more reactors up for license extensions. Currently ~100 reactors in US. NRC allows nukes to run up to 60 yrs with 20-yr extensions ... Triple-pane windows can cut energy bills 12% in winter, 18% in summer but take 23-55 yrs to cover costs from lower bills: PNNL. New gen storm windows ~1/4 cost of triple panes ... Major Energy (NY) built 2.5Mw solar for U of Mass ... A123 Energy installed 3Mwh batt grid storage system in Spain ... Annual NC fee on all-electric vehicles started this month. ~1,600 registered in state. $100/yr over regular registration fees. Makes up for lost gasoline taxes. (Hybrids don't have to pay anything extra.) ... QBotix (Cal) to supply equipment for 45Mw of UK solar farms by Castilllium. Batt-powered robots ride rail around arrays to tilt panels. Increases output up to 45%, lowers bldg cost up to 20% ... Starwood $983M Fund II committed to onshore wind ... Resonance Asset Mgmt targeting $150M for UK wind portfolio ... Ombu Group wants to add 1 or 2 cleantech comps to portfolio ... Conergy (Germany) launched $100M N Am solar tax equity fund ... Bulgaria president calls for investigation of "unconstitutional" renewable revenue tax ... Siemens won 516M Pounds turbine supply, construction contract for 400Mw Statoil offshore Norway wind project ... NYSERDA wants $864M solar funding for '16-'23, change in incentives ... Solar World got court approval for restructure plan ... US NG demand est. 31.6TCF this year ... ND derailed oil train released 9,500 bls of crude ... Entrepreneur facing fraud charges in "clean coal" scheme ... Petcoke-to-gas plant project getting DOE bucks ... Philippines effort to be self-sufficient in rice getting hit by climate change ... Rising Caribbean lakes may be from climate change ... Kansans consider oil/gas link to recent quakes. Another quake in TX near fracking ops ... Canada aims to close crude-by-rail testing loopholes ... Dec 1 US corn stocks highest since '94: Bloomberg. 10.76B bushels, 34% above '12. Price could go down to $3.75. Could take over 2 yrs for demand to catch up ... NY governor vetoed law requiring 2% biofuel blend for heating oil. Current tax cred of 2 cents/gal ... Chevron to develop NG field in Brit sector of N Sea. Est. cap 100MCF/d. Online '16. Discovered in '75 ... EnQuest (Britain) to invest in heavy oil field in N Sea. Est. prod up to 30Kb/d, online '16 ... GDF Suez started producing NG from N Sea this month. 80MCF ... Est. US offshore Atlantic holds 3.3B bls, over 30TCF ... Brit PM accused of bribing locals to accept fracking sites. Local authorities allowed to keep 100% of royalties from frackers. Also suggested nearby homeowners be given revenue share ... US Clean Water Act goals won't be met without new regs: GAO ... US Congress' spending bill gives sliight uptick for DOE science programs ... US House energy subpanel voted to scrap EPA carbon emission rules ... EPA to miss deadline again on power plant cooling water intake rule ... 1st US cellulosic biofuel plant idled as EPA mulls production targets ... Google to get thermostat data with $3.2B Nest deal ... Bidding war escalating for Fisker assets ... IL governor ramped up petcoke restrictions ... S Korea plans to slash future nuke power dependence ... Factories, power plants violating China Air standards: study.

TUESDAY OPEN ... Market up 44/30/7. Volume normal. WTI up over $92, Brent under $107 ... (stock #s in %) PTOS up 46. VLNCQ up 37. OPTT up 31 on news. ELON up 24. MDDD up 22. TMEN up 19. HYGS, NAMG up 10. AMRS up 9 .... CSOL down 49. AMLM down 37. SSOL down 15. SATCQ down 13. WEST, USEI down 11.

MONDAY CLOSE ... Market down 179/61/23 on profit outlooks. Hay, let a little correction in here. Can't always keep going up. Volume got a little heavier. NG up to $4.22. WTI down under $92, Brent down under $107 ... (stock #s in %) ONYX up 1900 on 10K shares. Gotta love that. ENSL up 94 on volume. back over all lines. AMLM up 60, jump out of lines to over 1 cent on no volume. CSOL up 55. BLDW up 44 off bottom on volume. MDDD up 24, continuing rally out of late Dec. AQNM up 22. AMEL up 20 on volume. LEOM up 20, back above all lines. CERP up 17. AMTX up 16. HOKUQ, CDTI, SATCQ up 15. CGYV, MGPHF up 13. USEI up 12. CSGH up 11. SPIR up 10. XSNX up 7. NTCXF up 3 back to a dollar .... ECOS down 33. PTOS down 31 on volume back to last Feb bottom. WSGP down 29. ZAAP down 24, back on bottom. EWRL down 19. ASPW down 15, new low, steady decline all year. See ya on the flip. GWBU, NGLPF down 15. JUHL down 13. LEXG down 12. XDSL down 11. CSUN down 10, back to bottom 50-day. CRCL down 10. CREE down 9 on downgrade, back to lines. HSOL, HYGS, JASO down 9. AMSC down 7 on Sinovel news. KIOR down 5 on news. FSLR down 4.

STUFF ... Denmark Climate Investment Fund got $220M committed from investors, govt pension funds for clean energy, emissions reduction projects in emerging econs. UN Green Climate Fund a channel for funds ... Direct cost of pollution 2.5% of China '10 GDP. Damage to ecosystems added another 3.5% ...Total to commit $50M for 40% stake in licenses held by Brit comps to explore oil/gas in England shale. Possible 1,300TCF NG - 45 yrs of country's current consumption ... NJ regulators voted down 22-mile NG pipeline through Pinelands. 17 plant species there but nowhere else. Large auqifer below. Was to supply power plant switch to NG, other ... Study boosted est. of NG in Fayetteville Shale ... Exxon paying $2.3M to settle yrs of complaints at Louisiana refinery ... Global oil exploration to slow in "harvest" period: analysis ... US NG output record 70.2BCF/d in '13, 1.5% over '12. Slowest rate increase since '05. EIA est. '14 increase of 2.1%, 1.5% in '15. $3.20 avg price last 5 yrs ... Tehran to start scaling back its nuclear stockpile Jan 20. Moscow, Tehran close to deal to barter 500K bls from Iran for Russian equipment ... Baghdad threatening lawsuit over Kurds exporting oil without permission. New Iraq elections in spring ... S Sudan govt captured key oil prod town but rebs badly damaged oil facilities before leaving, still control oil production infra. Uganda sent forces in to evac nationals, help Sudan. China has over $20B invested in oil fields, another $11B pledged, imported 14M bls 10mo13 from Sudan. Total Sudan oil production now down 25-200Kb/d from fighting. Probably more ... China Dec oil imports 6.3Mb/d, up 13% yoy. 2 new refineries recently online. 22M new vehicles sold in '13. Dec exports slowed to 4.3% growth rate. '13 GDP growth est 7.6% ... Brazil pre-salt oil fields production 300Kb/d, far less than forecast ... 1st oil produced from Gazprom field in east Iraq. Total cap could reach 170Kb/d ... Nigeria won't privatize 4 oil refineries. Oil workers unions dropped strike plans ... Nigeria also OK'd $10B in China oil exploration, development in Niger state. 70% NG, 30% oil ... Ivory Coast to boost oil production 200Kb/d within 5 yrs. Wants increased explore/production offshore ... Avg US onshore drilling rig now produces 9% more wells in 4Q yoy ... US Gulf of Mex oil production flat last 30 months at 1.25Mb/d. Big deepwater plays continue to decline. 4 large fields brought onstream since '07 down 68% from '09 production peak ... LNG prices much higher in Asia because linkage to crude oil under long-term contracts ... Palestinian utility first to secure supply contract from 18TCF NG field in Meditteranean ... US to become net NG exporter by 1H16: Barclays. 6 LNG export facilities to begin shipping by '20 ... Construction begins Feb on 1.8Gw coal plant in Poland. $3.8B. Online by '20 ... Colo River, reservoirs sapped by 14-yr drought unrivaled in 1,250 yrs ... Researchers found proximity to fracking increases liklihood of low birth rate by over 1/2 ... DOE: US ethanol exports surged in Nov to 82M gal ... Iowa biodiesel production record 230M gal in '13, up 25% yoy ... Energy comps to spend $1T next 10 yrs on oil/gas infra, storage: API. Doesn't include explore/production ... EPA rule last week requires disclosure of chems used in offshore Calif fracking ... Austin Energy facing long odds to cut coal ties: them ... Study: wind turbines don't hurt home values ... PA PUC OK'd Duquesne Light's plan for smart meters ... Appeals court upheld BP Gulf spill settlement ... Comps sue to block Hawaii's anti-GMO law ... EIA: minor coal comeback in '13 drove fossil fuel emissions higher ... Aging nuke power workforce putting officials on alert for new talent ... Ford to launch aluminum-framed F150 ... EPA issued emissions reducing rule for WY power plants ... SUSI Partners 150M Euros energy efficiency fund ... Jinko Solar to separate production, project units, maybe IPO ... China investigating Sinovel over securities law violations ... Asia Dev Bank $50M to Welspun for wind, solar build out from 309Mw to 600.

MONDAY OPEN ... Market flat, mixed. Volume a little heavy. WTI under $92, Brent over $107 ... (stock #s in %) BLDW, CRCL up 40. CSOL up 33. AQNM up 20. CERP up 17. AMTX, VLNCQ up 16. HOKUQ up 15. MGPHF up 14. CGYV up 13. MDDD up 7. ASTI, RVLT up 5. PLUG up 3 on news .... ECOS down 33. IFXY, WSGP down 30. SSOL down 22. UBRG down 20. EWRL down 19. GWBU down 15. MKTY down 11. ZAAP down 9. CREE down 7 on downgrade.

EXTRA STUFF ... EIA: US crude production to slow in '15 with increase of only 750Kb/d from 1M increase est. for this year. (Will take US up close to 9Mb/d by my calc. But, obviously, the surge starting to peter out in '15.) ... Pemex to begin shipping extra light crude to Europe this month. Also expect shipments to Asia soon. 4th export terminal online soon ... GE Oil & Gas opened $10M logistics base for Brazil oil/gas sector ... Honduras to resume construction of 104Mw hydro dam. Scheduled '17 completion. Commerce Bank of China $297M finance ... US approaching light crude glut ... Pollutants, heavy metals threatening China dolphins: scientists ... 50K bats dropped out of Australia sky during record heat wave (Proabably carried too high up in storm. Who knows.) ... Delaware judge tossed enviro suit v. oil refinery ... Chile top court ordered power plant shutdown over pollution ... China punishing oil execs over deadly pipeline blast ... Most superbowl wins by quarterbacks: Montana, Bradshaw both 4. Brady still alive with 2. Football. The subsitute for war invented in America.

FRIDAY CLOSE ... Market flat, mixed, Naz up 18. Volume a little heavy. WTI under $93, Brent over $107. Corn jumped on lower '13 crop est ... (stock #s in %) AQNM up 81. AMTX up 31. BLQN, NORX up 25. ZAAP up 23, punch out over bottom lines (50-days) on light volume. EWRL up 23, punch over 3 top lines. BLDP up 18, jump back to top. EVSI up 16, back to top lines (200-days). BSRC up 15 off bottom. XDSL up 13. BLDW up 12 off bottom. HIIT up 11, back to top lines (50's). MDDD up 11, double since late Dec. QTMM up 10. PLUG up 10 on news. BOPO, CERP up 9 .... PPRW down 33. ENSL down 27. AMLM down 25. PTOS down 24. CSOL down 22. NAMG down 21, back on Dec bottom. AMEL down 16. CERE, CABN down 15. TMEN down 14. POLR down 9.

STUFF ... Global peak oil is here: former BP geologist. "It will break economies." Conventional oil most likely peaked ~'08 - production flat since '08. Peaking a result of declining production rates, not declining reserves. 37 countries already post-peak. New discoveries haven't matched consumption since '86. Production declines of 4%/yr from mature fields ... Starwood unit closed finance with GE, Citi, Santander for 211Mw TX wind project near Lubbock. 1st phase of 377Mw. GE turbines. Online late '14. Starwood's 1st wind investment ... Enbridge (ENB) to build 110Mw TX wind project for RES Americas. $200M ... FERC adopted new Cal fast-track interconnection rules nationwide for small wholesale clean energy projects. 5Mw and up ... US west coast drought extending into OR, WA ... NG power plants emit 56% less CO2 than coal: study ... UN trying to blend climate change solutions with anti poverty steps ... Wind power primary power source in Spain in Dec. Over 21% of demand. Wind met 10% of power demand in Britain in Dec ... Myriant (Mass) withdrew plans for $125M IPO, not saying why ... TriState Biodiesel to heat Super Bowl party tents with used cooking oil biodies ... Bio Energy Intl (Germany) to build world's largest multi-feedstock (waste materials) biodiesel plant in Netherlands for $64M. 250K tons/yr cap ... ~70% of US ethanol production shipped by rail ... Origin Oil (OOIL) licensing its tech for hydroponics in E Asia ... With higher NG prices, coal use rose to 39% of power gen in US in '13. NG fell 2% to 28%. EIA says coal will add another 1% in '14. NG to fall below 27% ... Another oil (w/ LPG) train derail/fire Wednesday in E Canada. 150 evacuated ... China's rare earth industry still dominated by illegal ops despite 2-yr campaign ... NY governor committing $1B over 10 yrs to solar initiative. Goal 3Gw. Also to help schools go solar ... EIB priced $388M Climate Awareness Bond ... NRG Energy to partly finance Edison Mission acquisition with $700M debt offer ... Ambienta (Italy) raised extra 50M Euros for 2nd enviro fund ... Chengdong sold 7.75% stake in GCL-Poly for $400M ... Abengoa to build $1B 110Mw concentrated solar plant in Chile ... US ITC launched antidumping investigation on China, Taiwan solar products.

FRIDAY OPEN ... Market down 39/8/3. Volume normal. Only 74K jobs in Dec but rate fell to 6.7%. India factory output down. UK industry production flat. WTI under $93, Brent under $107 ... (stock #s in %) BLQN up 30. BFRE up 28. CSGH up 18. EVSI up 16. BLDP, BLDW up 14. PLUG up 12 in rebound. USEI up 12. OOIL up 10 .... ENSL down 36. ECOS down 33. AMLM, TRKP down 25. NAMG down 19. CRCL down 18. AMEL down 16. CERE down 12. BWEN down 11 after hitting new high. KIOR, MKTY down 10.

THURSDAY CLOSE ... Market down 18/9/flat. Volume heavy. NG down to $4.04. WTI over $92, Brent down under $107 ... (stock #s in %) WTWO up 100. AMLM up 25. CDTI up 21, day 3 of surge over top lines (200-days). IFXY up 20. CSGH up 19. CABN up 18. GWBU up 17. NORX, PRHL up 14. PSON, AMEL up 12. RSOL up 11, over all lines, up 2x since mid-Dec. BWEN up 11, new high. MGLT up 10. WEST up 8 .... HOKUQ down 48. AMTX down 39. POLR down 38. BFRE down 37. ECOS down 33. PLUG down 27, catch the falling knife. BOPO down 26. CERP down 23, another falling knife. USEI down 20. BLDW down 17. VLNCQ down 14. EVSI down 13. AMPD, SOPW down 10. SRWRF down 9.

STUFF ... EDF bought 194Mw TX wind project from Cielo ... Deutsche: long-term investors to participate in China solar this year ... Canadian Solar (CSIQ) got 10Mw solar farm online in China ... Hanwha (HSOL) got 20Mw order for UK solar farm ... Nissan wants to double US Leaf sales after '13 surge ... Harvard researchers new batt tech can store energy at lower cost. Uses carbon-based molecule found in crude, other substances. "Quinone". Each molecule holds 2 units of el charge v. 1 with current tech. $590K from ARPA-E may extend with $3.75M more ... Researchers found fungus that can boost soil carbon storage up to 70% ... US domestic crude production up 24Kb/d last week to 8.14Mb/d ... Libya threatening to sink oil tankers looking to deal with eastern ports seized by rebs ... Libya says their oil production increased to 546Kb/d in Dec from 210K. But field may be shut down again in weeks over local tribes' demands ... Thai lowering biodiesel blend to 4% from 7%. Less palm oil production than expected ... EPA revised up est. of US gasoline usage for '14 to 134.6B gal. 4th month in row revised up ... EIA: ethanol stocks in US midwest highest level in 8 mo. 6M bls. East coast region flat. Nationwide 16M bls, highest in 4 mo ... 2 NC seaports getting biodiesel storage tanks. Biodiesel to be blended into B20 for local distrib ... AAA: US avg $3.49/gal of regular in '13, down 12 cents from record in '12. GasBuddy.com predicting '14 avg to be lower - under $3.40 - unless US allows crude exports ... Marcellus shale producing ~13BCF/d, up from 2BCF in '10. ~18% total US NG production. Could see 20BCF by '20. Most pipeline expansion focused on NY, NJ. Net NG inflows into US northeast from east Canada down 82% since '08, down 56% from US southeast ... Brent avg $108.5 in '13, down from record $111.6 in '12 ... World's largest solar-powered hospital opened in Haiti last March. Protects it from grid failures. 500Kw. Reduces op costs $379K/yr ... EDF US unit bought up to 300Mw NM wind project from Infinity Wind. Online by '16 ... NYC investment bank - O'Neill - to finance $100M for Wiser Capital rooftop solar projects. 50Kw - 2Mw each ... 2 ConEd GE 1.6Mw wind turbs online today to power OH Honda factory. To supply ~10% of factory el ... India planning offshore wind energy agency ... China to stay leading global consumer of wind turbine blades in coming yrs. Market value expected to increase from $2B in '12 to $3.7B in '20 (~8% CAGR). US 2nd, India 3rd ... '12 global GDP up 4.85% to over $83T. '11 was 5.67%, '10 6.35%. Got that pic? ... $6.8B in cleantech venture investment in '13. Down 15% from '12. Last few quarters up though ... Record manatee die-off in FL. State regs cited (when I had a prop-driven boat while on sailboats in FL I had a manatee prop. Jus sayin.) ... Greenpeace, Russia going at it again on another ship ... Analysts: coal exports to increase from US Gulf ports ... Obama admin unveiling loans for zero-emission buses ... China firm upped bid for Fisker ... China found thousands of safety risks in pipeline review ... Failing energy demand, nuke dominance limiting French solar potential: Solairedirect ... World Bank focusing on cross-border transmission projects ... Chinese firms prioritizing investment in cleantech innovation for Europe expansion ... Goldpoly (Chi) bought 500Mw new solar projects in China, Europe, N Am, Japan. To be built by China Triumph Intl ... Chromatin - IL sorghum seed, biofuel feedstock developer - raised $36M in equity round ... Suzlon expecting to reach deal with bondholders. $221M ... A2SEA (DONG unit) got 582Mw offshore Germany wind deal ... wpd (Germany) bought up to 83Mw wind project in Finland ... ewz (Swiss) bought stake in 288Mw offshore wind project in German N Sea ... KC Power & Light to PPA 400Mw wind. EDF in on 200Mw project ... Hanergy got $3.3B financed for solar, hydro.

THURSDAY NOON ... Market down 53/19/5. Volume slightly heavy. WTI ~$92, Brent over $107 ... (stock #s in %) BSRC up 17. IFXY up 16. CDTI up 16 on news. RSOL up 13 on merger news. ENSL up 12. PSPW, HIIT up 11. MGLT up 10. ASYS up 9, new high .... GERS down 25. PLUG down 18, surge reversal. SSOL down 12. USEI down 10. EVSI, EWRL down 9. XSNX down 7.

WEDNESDAY CLOSE ... Dow down 68, Naz up 12. S&P flat. Volume heavier. WTI under $93, Brent over $107 ... (stock #s in %) IFXY up 139. POLR up 80. HOKUQ up 69. GERS up 33. PLUG up 18 more, another new high, day 5 of sprint, up near 5x since early Dec. SSOL up 18. CSKH, OOIL up 14. ENOC up 13, volume new high. CBAK up 12, heading back to Oct top. XSNX up 12, peek out above all lines. MKTY up 11, top lines (50-days) held. AMTX up 11, a week surge out of downline. MDDD up 10, back over a buck. 3D printing supposedly. Duh. ABAT up 6, heading back to Nov top. KNDI up 2, hit new high, the China TSLA, on tear since late Dec .... ONYX down 80. ENSL down 23. PRHL down 20. NORX down 19. BSRC down 18. CSOL down 17. CSGH down 16. GWBU down 15. BLDW down 14. BFRE, LEOM, XDSL down 11. BIOF down 10, push back by bottom lines (50s). NENE down 4, working top lines. ITRI down 2 on downgrade, more pushback from lines. Go green pards.

STUFF ... Asia Pacific region will account for 1/2 all new solar PV demand in '14: NPD Solarbuzz - over 23Gw, 35% increase from '13 ... Samsung SDI topped 15.7% efficient large-scale CIGS thin film solar module ... TSMC has 15.7% efficient CIGS modules. Planning 200Mw production line in '14, 1.2Gw in '15 ... Solibro (Hanergy) has 19.6% efficient small-scale CIGS module ... Solar Frontier planning 13B Yen 150Mw CIS solar module plant, online in '15 ... Ascent Solar (ASTI) to build CIGS solar module plant in China. Initial cap 25Mw by 1Q16, 100Mw by '20 ... Trina teaming with China regional govt for up to 1Gw solar projects over 4 yrs, 300Mw by yearend ... Rene Sola selling 60Mw of grid-connected solar in China ... Yingli JV with China's 3rd largest coal miner to build solar farms ...Flood risk in S England increasing ... TX oil/gas regulators hiring seismologist in wake of quakes (from fracking) ... DOT issued safety alert on transport of Bakken oil. May be more flammable than traditional heavy crude. Enbridge recently applied to restrict shipment of Bakken crude on its pipelines due to worker safety concerns. High hydrogen sulfide content. Canadian fracking producing similar crude ... $1/gal biodiesel blending credit expired Jan 1 in US. Prices fallen to $3.08/gal, lowest since July '10 ... Avg US NG price $3.73 in '13. Today $4.22 ... Lukoil's Bulgaria unit got $570M lined up for $1.2B upgrade, expansion of Black Sea refinery by yearend. Will halt production of high sulfur fuel oil ... Fieldwood Energy to buy Gulf of Mex assets of Sandridge Energy. $750M for 57M BOE reserves, 25Kb/d production, taking Fieldwood Gulf production to 125Kb/d ... Colombia regional govt issued shutdown order to Drummond (US coal miner/exporter). Shiploading with cranes dropping coal into ocean. Conveyer belts won't be ready until March. 1/3 of Colombia's coal exports, 2-3M tons/mo ... Global carbon market value set to gain 15% in '14 to $63B driven by EU plan to postpone sales of pollution permits. Europe C prices may rise over 50% to 7.5 Euros/metric ton. Volume of emission creds, permits to fall 18% in '14 to 8.3B met tons CO2 equivalent. Market value fell 19% to 40B Euros in '13, lowest since '07 ... PNE Wind (Germany) sold 1st phase - 15Mw - of wind project to CEE Mgmt (Germ) ... Marubeni bought 90% stake in 102Mw EDF wind farm online in Calif ... DOE announced incubator initiative for clean energy entrepreneurs. $3M start for up to 5 incubators ... Record setting Cal drought threatening salmon survival ... McDonald's pledging to use sustainable beef by '16 ... China set pollution targets ... Aquion Energy - PA energy storage developer - closed $55M funding round ... View - Cal energy efficient glass developer - raised $100M in VC funding ... Globeleq - UK power producer - got finance for 2 Central Am wind projects. 74Mw total ... China Commerce Chamber to fight Solar World petition for new duties on solar products from China, Taiwan ... Ethical Electric - US clean energy provider - raised $11M in finance round ... Enel Green Power got $300M finance for Mex, Chile projects ... India to launch National Wind Energy Mission this year. Goal 100Gw wind by '22 ... Shunfeng PV got $162M loaned from China Development Bank for solar plants.

WEDNESDAY OPEN ... Dow down 60, Naz up 16, S&P up 1. Volume slightly heavy. 238K new private sector jobs Dec. Nov German factory orders up. WTI under $94, Brent over $107 ... (stock #s in %) IFXY up 37. GERS up 33. CABN up 20. MDDD up 19. PLUG up 14, another new high, day 5 of surge. OOIL up 14. LEOM up 10 .... PRHL down 51. PTOS down 20. CSGH down 19. BLDW down 18, new low. FNVRF down 14. JUHL down 11. BIOF down 10. NENE down 4. NTCXF down 1.

TUESDAY CLOSE ... Market up 105/39/11. Heavy volume. Chicago colder than S Pole. US trade gap 4 yr low, oil imports down. US adding 800 troops in Korea ... (stock #s in %) PPRW up 172. GERS up 50. PLUG up 39, new high, news, day 4. BLDP up 33, new high, day 4. CRCL up 33. VLNCQ up 32. CDTI up 29. NORX up 28. BIOF up 25, jump over bottom lines (50-days). CSGH up 24. AMLM. ENSL up 21. LEOM up 19. ABAT up 18. GWBU, NGLPF up 17. CSKH, PRHL, RNWEF up 16. FCEL, LEDS up 15. XSNX up 13. SENY, HIIT up 12. EFOI, LSCG, MDDD up 11. URRE, USEI up 10. PEIX up 8. DSTI up 7. NENE up 6. AMSC, FSLR up 2 .... AEHI down 40. BFRE down 35 after losing fed backing. SATCQ down 31. AMEL down 29. SSOL down 14. CERP down 11, pushed off 1 cent. WSGP down 8. NTCXF down 3.

STUFF ... Hanwha Solar (HSOL) 50Mw deal with OneRoof Energy ... Canadian Solar (CSIQ) 25Mw for 4 NC solar projects. Also connected 30Mw to grid in China ... US total biogas el gen 158Mw. ~2K sites. Germany has ~7K sites ... Ormat (ORA) completed 16Mw Nevada geothermal plant ... Yingli (YGE) supplying 1Mw for Serbia solar project ... Rene Sola (China) 420Mw Japan deal. Delivery through end of '15 ... OCI America (S Korea) got phase 1 - 41Mw - of 400Mw TX solar farm online. Full completion in '16 ... Fracking contaminating wellwater in WV, PA: AP ... NAS: US methane emissions almost double as high as previously thought ... EPA: uneaten food 23% of US methane emissions. Rots in landfills ... Cleveland Browns to divert 35 tons of stadium food waste to biodigesters to make el, NG, crop nutrients, reduce CO2 emiss ... Rabobank expects ag waste to become key feedstock for renewable energy in Europe. Extreme low cost ... Berkshire (Warren) to buy Philips 66 pipeline unit developing polymers to max pipeline flow. $1.4B stock deal. Ship by rail double cost of ship by pipe - $12/bl v. $6 ... Statoil, partners found another oil/gas deposit in N Sea. Est. 19-44M BOE in area thought already mature. Drilled 3.6K meters blw surf ... Panama Canal cost $350M to build. Expansion now over $5B to double cap. '15 completion. Cost overruns up to $1.6B, delays, lawsuits. Est. double '05 tonnage by '25 ... E.ON extended partnership with Green Wave Reality for smart home services rollout across Europe ... TX grid operator cancelled emergency alert urging everyone to reduce el use. Concerns of rotating power outages. Power watch still in effect. "Conservation should still be considered." ... Toxic mine spillage flowed into Olifants River in Kruger National Park in S Af for a week. Fish kill up to 7.5 miles downriver. pH 1.5 at discharge site. Bet those animals who drank it don't feel too good ... Starwood Energy Group arranged finance for 211Mw TX wind farm bought from T Bone Pickens' Mesa Power. GE turbines. '14 completion. 1st phase of 377Mw. Starwood committed all cash equity, GE contributed tax equity, Citigroup, other bank provided tax equity and $265M construction debt ... Starwood closed 2nd energy infra fund @ $983M ... Pure Energies anticipating infra funds to replace tax equity for US solar finance ... Foreign investment in China clean energy stagnating as market shifts to domestic installs ... Yingli, CNNC unit formed JV for 500Mw of solar projects guess where ... Grid Essence (Swiss) and their UK unit 77M Euro finance with Deutsch for 60Mw solar project in UK ... Shunfeng Photovoltaic to install 3Gw solar this year guess where. Up 4x yoy. Bought Wuxi Suntech last month ... Welspun (India) $160M to build 160Mw solar in Punjab ... 8 EU ministers calling for EU to set firm '30 clean/ren target ... Etrion (Swiss), Hitachi partnering on at least 100Mw solar in Japan ... Bavaria considering 72B Euro fund for clean/ren ... US congress probably will allow US oil exports. Stopped after OPEC embargo in '70's ... Whales heading south 2x over last year. They ain't dumb ... NRC: current spent nuke fuel waste still safe. Good news, A? Whew ... FERC: Louis Dreyfus Energy Services may have manipulated power markets. O no, not them too ... Toyota to start selling hydrogen cars in US a year earlier than promised ... EV racecar debut in Vegas ... Rio launching "ecoboats" to clean up waterways ahead of Olympics ... Scientist: bee-killing chems concentrate in prairie wetlands.

TUESDAY OPEN ... Market up 123/34/12. Volume heavy. WTI under $94, Brent ~$107 ... (stock #s in %) NORX up 28. UBRG up 20. CABN up 19. PLUG up 18, new high, on news, day 4 of surge. CSGH up 18. SSOL up 17. BIOF up 15, back near bottom lines (50-days). BFRE up 14. USEI up 10. BLDP up 10 on volume, day 4 of their surge. WPRT up 9, crossed over bottom lines (50s) on volume. XSNX up 9. ABAT up 7, top lines (50s) held. CSIQ up 7, new high on news, also on 4-day surge .... SATCQ down 52, back to bottom. WSGP down 15.

MONDAY CLOSE ... Market down 44/18/4. Heavy volume. WTI down under $94, Brent over $107 ... (stock #s in %) AEHI up 400. Go figure. SATCQ up 111. Who knows. ECOS up 50 on volume. Up and down. CSOL up 40. Crazy P/B, P/S. Sure seems like a buy by numbers. AMEL up 33. PSON up 30. CERP up 28, day 2 of charge (turning to profit this year). PTOS up 25. ALTI up 25, surge over top line (50-day). WSGP up 21. AMTX up 14, move off bottom lines (50s). CERE up 14, just over bottom lines (50s). OPTT up 11, over all lines, looks like coming out of 2-month doldrum. WEST up 8. SCTY up 7 on that upgrade from Goldyberg. Be careful. Tho it's Musk and Wall St. Not a bad combo. NENE up 8, slow progress onward and upward ... IFXY down 47. CRCL down 24, looks like new low. USEI down 23. EWRL down 21. CSGH down 19. NORX down 15. CSKH down 14. NAMG down 13. LSCG down 12, crazy zoom up early Nov, who knows. But LEDs. FSLR down 9 on Goldman sell signal, looks headed back to bottom lines (200s). KNDI down 9, day 2 off top. ABCE, OOIL down 10. NTCXF down 2. Happy first Monday. Arg.

STUFF ... China Wind Power to get $942M loans to build 800Mw solar ... Spain law goes into effect this year to impose retro cuts in subsidy payments to solar system operators. Also plans to make them pay on el they gen, use themselves ... Microorg found in Russia hot springs can digest plants almost 2x as fast as current biofuel enzymes on market: NREL ... Calif snowpack at record low levels ... Carbon emissions just 1 of many factors in ocean acidity levels: study ... Researchers failing to link seeping Arctic methane (from thawing tundra) with climate change ... Arctic warming in recent decades has affected jet stream to allow this deep midwest freeze ... Deadly flooding in Caribbean prompting climate change warning ... Scorching heat wave in Australia ... Quebec, Calif teaming up on cap and trade ... NG, el prices in New England spiked Friday in deep freeze ... ISO New England gave development of transmission project go ahead. Other approvals needed ... Libya announced 350Kb/d oil field may be reopened this week. We've heard that before ... Iraq oil exports avg ~2.3Mb/d in '13. They want 3M more in 2 yrs. Civil war could get very hot ... Kurds got new 300Kb/d pipeline to Turkey working. Oil to be stored at Med port ... Syria rebs blew up main NG pipeline to W Syria again Friday. Hezbollah reportedly smuggling long-range missiles into Lebanon to threaten Israel ... Large foreign investment in US shale oil/gas rapidly drying up. $3.4B in '13, 1/10th of '11. Energy comps lost another $25B in '13 in shale. US drillers turning to Wall St to finance thousands of new wells needed to maintain, increase production. Sweet spots vanishing ... Exxon, Rosneft to start their 1st Arctic well this year, plan to frack shale fields in Siberia, sink deepwater well in Black Sea, build NG export terminal on Russia SIberia coast ... Scientists found near 7.5K sq mi ring of land, water contaminated by mercury surrounding Alberta tar sands ... US secretaries of DOD, DOE, USDA pushing for cost-competitive, drop-in advanced military biofuels program ... OH citizens support $13B investment in clean/renewable energy projects. $1.3B/yr. Initiative headed for Nov ballot ... Oman to double NG prices for some industrial customers to $3MBTU by '15. Oman, BP to develop large untapped NG field. Est. cost $16B over 30 yrs, increase Oman NG production 1/3 ... India delaying solar auction bid deadline again to Jan 20. 750Mw. $300M in grants to cover up to 30% project costs ... Jinko Solar secured $560M in solar project loans from China Development Bank ... China pledging further support for solar ... Enbridge investing $200M in 110Mw TX wind farm ... DOE asking court to reconsider ruling on nuke waste fees ... US west coast sardine collapse ... New UK finance vehicle offers clean energy projects access to capital markets ... RWE (Germany) cut 1.2Gw offshore wind project to 600-900Mw ... US EV, hybrid sales up 84% in '13 to over 96K. Hybrids up 27% ... Atlantis Resources (Singapore), tidal turbine systems maker, targeting 20M Pounds London IPO.

MONDAY OPEN ... Market flat, mixed. Volume heavy. WTI ~$94, Brent ~$107 ... (stock #s in %) ECOS up 50. USEI up 23. VLNCQ up 21. UBRG up 20. CERP up another 17. BSRC up 12. SCTY up 11 on upgrade. CERE, BFRE up 11. LMRMF up 10. AMPD, LEXG up 9 .... CSOL down 29. CSGH down 19. NORX down 16. JUHL down 15. NAMG, AMEL down 11. FSLR down 9 on downgrade.

SUPER VOLCANOS ... CBS' 60 Minutes reminded us of the world's super volcanos that individually could drastically change life on the planet. Isn't it time governments come together to geoengineer a way to make sure none of them erupt? Maybe even get huge geothermal energy plants out of them.

FRIDAY CLOSE ... Market mixed and flat. Volume light. WTI ~$94, Brent ~$107 ... (stock #s in %) BFRE up 72. CERP up 32 on volume. SRWRF, FNVRF up 29. NGLPF up 27. LEDS up 25, back to top lines (200-day), heavy volume. UBRG up 25. AMEL, TMEN up 20. USEI up 18. FCEL up 17, jump off top lines (50s) on volume. IFXY up 17. NORX, OOIL up 15. LSCG up 14, back to bottom line (50). RVLT up 13 off top line (200). PLUG up 12, new high, on news. MMMW up 12. FTEK up 11 off top line (50). SPIR up 10. XIDEQ up 9. NTCXF up 7, day 6 of rally back over top line (50). BWEN up 4, new high. CSIQ up 3 on news, new high. NENE up 2 .... AMLM down 40. AMTX down 26. CPWY down 23. CSGH down 16. ZAAP down 10. AMSC down 5.

STUFF ... China levying 13 cent/liter tax on biodiesel, kerosene imports. Ordering cities to charge more for water ... Researchers developing geothermal power plant that locks away CO2 underground, use it to boost el gen at least 10x v. present geo plants ... O yea, by the by, US wind power subsidy lapsed Jan 1 ... DOE pulled funding for Bluefire Renewables (BFRE) advanced biofuel refinery in Miss. BFRE failed to meet deadlines to finance remainder of project ... Global warming's role in Cal drought unclear: climate experts ... Melt of Antarctic glacier slowed by La Nina-caused wind switch: study ... NYC GHG emissions down near 20% from '05 ... China aiming to cut emissions with new credit ratings ... Israel 2-yr plan to make Knesset greenest parliament in world ... EPA tightened 25-yr-old emissions rule for home wood stoves/heaters. Would make them 80% more efficient. Smoke particulate matter linked to asthma, cardio-vascular disease ... FERC, CFTC settled differences over policing energy markets ... EPA appealing ruling on permits for CAFO discharges ... Central Valley Cal sinking as farms drain aquifer ... DOE at deadline for rehearing on nuke waste fees ... Siberian enzymes "most efficient" ever studied: NREL. Could help cut biofuel costs ... Labor union pushing into Tesla factory ... Failed Fisker plant unlikely to restart production ... W Sahara dispute threatening solar projects ... New England governors want to fast track hundreds of miles of power lines, pipelines to lower el, NG costs ... Global M&A deals hit lowest mark in '13 since '08: report ... Bakken area churches plan to serve homeless newcomers ... Okla tightening fracking chemicals disclosure rules ... Minn judge: solar beats NG for utility procurement ... TX clean energy transmission project delayed by bad weather ... Est. over 1.2K abandoned NG wells in E WY. Thousands more may soon be orphaned ... Reasons to believe US tight oil production adding 1Mb/d each of last 2 yrs won't continue this year. 70% new production in Bakken, 77% in Eagle Ford needed just to make up for decline of rapidly declining legacy wells: EIA ... Bakken oil found more dangerous to ship than other oil ... Bunge backed out of Miss ethanol plant. 54Mg/y. Ops suspended Dec '12. Ergon now owns it all ... Pertamina (Indonesia) biodiesel tender a bust. Secured 18% of 6.6B liter demand for '14 ... Gazprom hit record NG exports to Europe, Turkey in '13. 161BCM. Beat '08 ... Real Goods Solar (RSOL), Blue Wave to deploy 4 solar projects in Mass. 3.5Mw total. Online June. Blue Wave has ~60Mw solar under development ... GDC targeting $400M for 300Mw Kenyan geothermal plant ... Clean/renewable 24.7% of German el consumption: think tank ... Bolivia expects to boost wind power capacity to 20Mw by '15 ... US installed only clean/renewable power in Nov: FERC ... Gamesa to build 50Mw Costa Rica wind farm ... Kazakhstan re-imposed 6-mo ban on some petrol products exports Jan 1. Preventing critical shortage. Plans to increase oil production 50Kb/d to 1.7Mb/d, not including new supergiant oil field production with 11B bls, 1TCM NG ... Turkmenistan plans to increase NG production to 250BCM by '30, most for export ... Uzbekistan embroiled in energy corruption. Expect continued decline in oil production this year. Est. 340B bls oil shale deposits. Began drilling Mar '13. Plans to produce 2M tons/y oil shale liquids '14-'15. LUKoil plans to invest $5B in Uzbek projects next 5 yrs.

FRIDAY OPEN ... Market up 66/flat/4. Volume light. WTI down under $95, Brent under $108 ... (stock #s in %) AEHI up 900. BFRE up 125. NGCPF up 30. NORX up 15. MMMW up 14. RSOL up 13 on news. XDSL, JUHL up 13. EFOI, RNWEF up 11. PLUG up 10 on volume, new high, news. RVLT up 10. SENY, LIME up 9 .... BSRC down 24. CPWY down 23. CRCL down 21. PRHL down 18. CSKH, ZAAP down 14.

STUFF ... Solar World America asking US Commerce Dept to impose duties on solar modules with parts made in China, Taiwan ... HSOL (Hanwha Solar) 11.5Mw deal with Ikaros Solar in UK ... Ascent Solar (ASTI) to build manufacturing plant in China. $32M from local govt ... Ford to debut solar concept car. 300-350w in rooftop Sunpower (SPWR) panels. 21 mile range on el. Ford sold over 85K hybrids, EVs in '13 ... Maine shrimping season closed down. Historic low supply ... Fed appeals court upheld BLM decision to lease over 400M tons of coal in Powder River Basin ... Cloud changes may lead to bigger warming increase than previously thought: study ... Disaster damage in US down in '13. (No hurricanes.) ... Fewer freezes driving FL mangroves north: study ... DOE clean vehicle loan program seeking applicants ... Scientists have new proteins to scrub flue gases ... China launched 5th carbon market ... Tighter oil/gas well integrity rules taking effect in TX ... ND regulators gained oversight of oil/gas pipeline locations ... LDK Solar proposing to finance $280M in notes due this year ... WTI crude was up 7.2% in '13, Brent down .3% ... Civil war may have broken out in Iraq. Fighting between Sunni militants, govt ... Sauds pledged $3B to build up Lebanon army to counter Hezbollah. French weapons ... China manufacturing growth slowing on exports. Now $3T China debt ... Veracruz state to trial 6K taxis on ethanol ... Thomas Biodiesel to build $30M 9Mg/y biodiesel plant in TX. Waste cooking oil primary feedstock ... Zimbabwe to implement E20 by March. E10 now. Country has saved $20M in fuel imports since E5 begun in Aug. Country uses 1.5M liters fuel/day ... 6 Midwest governors demanding higher RFS mandate ... Mexican comp has biodiesel 40% cheaper to make than present. Better for motor. Stores longer (at least a year). Jatropha, castor feedstock ... Castor oil production set to increase 560% in Bahia Brazil to 76K metric tons/yr ... Argentina B10 policy to save $50M/y fuel imports, lower exports to Europe ... Rosneft wants to buy Morgan Stanley unit for storing, trading, transporting oil products. Senate approval needed ... Decreasing el demand for TVA ... US household power use dropped to '01 level ... DOE yanked funding for Miss cellulosic plant ... Utility shuttered 3 of 5 units at southwest US coal plant ... DOE extended deadline for nuclear loan guarantee ... Automakers adding artificial engine noises in EVs ... Fisker creditors requesting bankruptcy auction as Wanxiang joined bidders ... Canadian Solar (CSIQ) sold 4th Ontario solar plant to TransCanada ... Gamesa closed on 25Mw Greek wind farm interest ... NRG Yield completed $120M Energy Systems Comp acquisition.

THURSDAY OPEN ... Market down 92/26/10. Volume heavy. WTI under $97, Brent under $109. US manufacturing up at 2nd fastest pace in over 2 yrs in Dec. UK manufacturing down ... (stock #s in %) PLUG up 34 on heavy volume. UBRG up 33. MMMW up 27. NORX up 26. AMEL up 20. CSKH up 16. ENZR up 15. KNDI up 13, new high. ABCE up 12. CERP, LTBR up 10. HSOL up 9 on news. LSCG, SOPW up 9. ASTI up 7 on news. BLDP up 7 .... AMTX, ECOS down 33. GWBU down 21. MKTY down 16. AMRS down 15. HIIT down 14. HOKUQ down 12. ENSL down 11. ZAAP down 10.

TUESDAY CLOSE ... Market up 72/22/7. Volume light, Oil: WTI under $99, Brent under $111 ... (stock #s in %) AEHI up 400. ONYX up 150. GERS up 100. MDDD up 63, day 2 off bottom. AMPD up 54 off bottom to bottom lines (50-day). IFXY up 50. AMTX up 48 off bottom to over bottom lines (50s), CABN up 31. DSTI up 29. USEI up 28. JUHL up 26 to bottom lines (50s). CSOL up 24. MKTY up 20. EVSI, VLNCQ, TMEN up 16. LSCG, NGLPF up 10. CDXS up 9 off bottom. RVLT up 9, back over top line (200-day). NTCXF up 8, day 4 of climb to top line (50). AMSC up 7. XSNX up 5. NENE up 4 .... CBWP down 59. CGYV down 47. BFRE down 33. OOIL down 27, new low, heavy volume on news. LMRMF down 24 from 2-day triple. BHWX down 23. ENSL down 17. AMEL, ENZR, HOKUQ down 16. MMMW, MGPHF down 15. CRCL down 14. LEOM down 13. PSON down 11.