Tuesday, January 28, 2014

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.

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