Wednesday, January 29, 2014

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.

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