FRIDAY CLOSE ... Market up 49/(10)/ 5. Heavy volume. WTI over $102, Brent under $109 ... (stock #s in %) PTOS up 132 off bottom to over top lines on 8.6K shares. Right. CSOL up 83, railtrack high on 10K shares. CSGH up 39 off bottom line to top line. CGYV, POLR up 33. AMLM up 32. new high, over triple this month, started at new year. AMEL up 28, the ugly stepbrother. SLMU up 25. CBAK up 22, day 4 surge off top lines near double. TMEN up 18. LEXG up 18 on volume. NGLPF up 17. MXWL zoom up 15 to new high on volume. NORX up 15. FNVRF up 11. BYDDF up 9 .... CNTO down 62. ECOS, VNDB down 50. CRCL down 25. SATCQ down 20. IFXY down 18. BIOF, WWPW down 16. WTWO down 14. CLNE down 13, new low. BFRE, BHWX down 12. ALTI, AMPD, ENZR down 11. LTBR down 10.

STUFF ... Drought threatening SE Asia ... India lowered subsidy for 750Mw solar projects just auctioned off to $194M from expected $302M ... Tesla (TSLA) to issue $1.6B convertible bonds to fund development of next vehicle, batt factory ... Olgem (UK) launched 400M Pound tender for transmission links to connect 429Mw of offshore wind capacity in N Sea to UK grid ... Acciona seeking buyer for 49% stake in 2.3Gw intl wind portfolio ... Goldwind profit up over 2x to $70M in '13, up 179% ... ENI/Statoil deal to lead to lower NG prices for Europe. Market prices for NG v. link to oil prices. ENI's gas/power unit lost $905M in '13 ... Obama admin finalized plan for 1st mineral surveys of Atlantic since '80's ... Europe's utilities at risk from low clean energy investments: report ... China Jan coal imports up 56% over '13 ... Alberta's solar resource outstrips Germany's. Policy needed to unlock potential: KPMG report ... Solar Energy Corp of India to build 1Gw plant in Andhra Pradesh by '17 ... GCL-Poly signed 4Gw solar wafer deals with 2 Taiwan comps over 3 yrs ... China gave final approval to Vestas/Mitsubishi offshore wind JV ... LS Power Equity Advisors closed 3rd energy infra fund at over $2B ... Morocco national utility launched final tender for 850Mw wind power. 5 farms. 5 consortia pre-qualified ... Austin approved Lincoln Renewable Energy 300Mw wind PPA ... EDF Canada agreement for 350Mw wind farm on Huron-Wendat Nation. 150Mw 1st phase ... Mass regulator approved 409Mw wind PPAs ... Gamesa '13 profit Eur45M v. Eur 659M loss in '12 ... China energy regulator approved 27.6Gw wind power by '15. (Get that into your brain.) ... MD created task force on microgrids ... MD customers who don't want smart meter must pay up front monthly: regulator ... Not enough known about NG drilling (fracking) effect on people: report ... USGS tying WY river quality to coalbed methane production ... Musk: clean energy shift will challenge utilites. (Elon for vice president with Bill Gates for president - who cares where he was born.) ... Alga Energy (Spain) to develop 1M liter algae facility in Mexico. $9.6M start with 350K liters ... Brazil ethanol production up 20% since last April. Over 25B liters ... Oil exploration turning to early-phase airborne spy tech developed by NXT Energy Solutions (Canada). "Stress Field Detection". Finds different frequencies in gravity field deep underground. Could save oil/gas comps up to 90% of exploration cost. Tells explorers exactly where to follow with expensive 3D seismic tests. Pemex already on board. Also Colombia, others ... Supermajors balking at Canada LNG profit tax ... US coal exports tripled from '05 (dollar value). 126M short tons in '12 ... Calpine completed purchase of TX combined-cycle NG power plant for $625M plus adjustments. 1Gw ... Trina Solar got contract for 2Mw rooftop solar from Fresh Fruits in Jordan ... Mahindra (India) intro'd $11.3K EV in Bhutan. "e20". Bhutan imports all its oil products. They will develop the EV charging infra. Nissan also intro'd Leaf. Tesla S next month for trial ... Walmart putting product suppliers on notice about chems. (Go Waltons.)

FRIDAY OPEN ... Market up 92/17/10. Volume slightly heavy. US 4Q GDP revised down from up 3.2% to 2.4%. WTI over $102, Brent under $109 ... (stock #s in %) CBAK up 28, new high. SLMU up 25. AMLM up 20, new high. MXWL up 18, new high. TMEN up 18. NGLPF, CABN up 17. CSGH up 15. LMRMF up 11. PLUG, FNVRF up 10. BYDDF up 9, new high. ABAT up 9. BLDP up 8, new high, on volume .... ECOS down 50. GERS down 33. SATCQ down 30. AMEL down 19. WTWO down 14. CRCL down 13, new low. CLNE down 12, new low, after reporting. BIOF, ENZR, MMMW down 10.

THURSDAY CLOSE ... Market up 74/26/9. Volume new normal (higher than before). WTI over $102, Brent under $109. NG $4.50 ... (stock #s in %) PPRW up 300, off bottom, over bottom lines (50-days). BIOF up 83, leap off bottom lines (50s) to over top lines (200s) on huge volume. PEIX gap up 65, another biofuel comp, new high, after report. up over 7x from Nov. again, huge volume. CGYV up 58, 2-day train track from bottom to bottom lines. BLQN up 53, still under bottom lines. BHWX up 50. day 2 of surge off bottom to over bottom lines. SATCQ up 42. CBAK up 31, jump back to Oct top on good volume, up over 6x from April. KIOR up 30, another biofuel, off bottom to over bottom lines on yep, huge volume. CSKH up 28 off bottom lines. AMTX up 21, another biofuel, huge volume, over top lines. XDSL up 18. QTMM up 16 off top lines. ASYS up 13, new high on news, near up 3x from Apr. EFOI up 13, day 2 of bounce off all lines. MKTY up 13, standing still since Aug along top lines, up ~6x from March. They have fuel cell tech. WWPW up 12, rebound off top bottom line to top lines. ASTI up 10 off bottom lines on good volume. FSLR up 8 on upgrade. SUNE up 2, another new high .... CSOL down 59. POLR down 33. CNTO down 24. SSOL down 20. LMRMF down 18. NORX down 16. CRCL down 15. MGLT, TMEN down 12. JUHL down 11. NGLPF down 10.

STUFF .... World can emit 880B tons of carbon by '50 to keep temps from 2 degree Centigrade rise. 531B emitted so far (1860-2010). 349B left: UN. (Have they formulated in methane emissions?) ... Pacific Ethanol (PEIX) to restart Cal plant ... Changing diet of grass-fed cows could reduce methane emissions: study. (That must have been smelly study.) ... Wind turbines can work 25 yrs before needing upgrade: UK research. Considerably longer than previously thought. Found oldest turbines still producing 3/4 of original output 19 yrs later. On par with lifespan of NG power plant turbines. Also found newest turbines performing even better than oldest ... US crude production down 89Kb/d last week from weather ... Plans call for up to 500Kb/d oil to be shipped into Cal by rail by end of '15 to make up for shrinking Alaska oil production, replace more expensive foreign oil ... Coal gasification: set fire to unminable deep coal seams, capture gases for industry, power gen. One coal gas project has been operating 50 yrs in Uzbekistan. Collects 1M cubic meters of gases/day, pipe it to power plant. Trials underway globally. Risk of not capturing all the carbon, methane ... China erecting coal-to-synthetic fuel complexes in remote areas. Carbon footprint of fuel almost double of conventional coal, oil. These complexes could bring China's carbon emissions to 10B tons/yr making China capable of alone emitting the rest of the carbon the world can emit by '50 ... S Korean consortium won $6B contract to build Iraq 140Kb/d oil refinery ... Renewable Infrastructure Group Fund (UK) to increase solar assets up to 1/3 of portfolio from 17% now. Investing up to $333M/yr ... Allete Clean Energy targeting acquisitions of operating US wind farms ... Discounts to market price hampering wind development in Alberta ... Netherlands' solar PV market doubled in '13 ... China Development Bank inviting solar tech financing proposals ... Acciona blaming Spain energy policies. '13 losses almost Eur2B ... Near 3/4 of Cal in extreme drought conditions before this rain ... Honda discontinued production of 1st US hybrid model.

THURSDAY OPEN ... Market up 12/3/-- Volume a little light. US durable goods orders down slightly. WTI over $102, Brent under $109 .... (stock #s in %) PPRW up 300 on 2K shares. BIOF up 89. CNTO up 52. CERPQ up 40. GERS up 33. PEIX up 32, new high, on news, reporting. AMTX up 25. PSON up 15. CSKH up 14. CERE up 10. FSLR up 6 on upgrade .... CSOL down 25. VSPC down 16. ZAAP down 14. AMEL, NGLPF down 13.

WEDNESDAY CLOSE ... Market up 18/4/flat. Volume new normal. 18 firms ending stock analysis preview. WTI over $102, Brent over $109 .... (stock #s in %) CSOL up 185, new high on 100 shares, back to 3 separate tops. VNDB up 100. CGYV up 93 off bottom to bottom line (50-day) on volume. POLR up 50. CERPQ up 47. AMEL up 46 on volume. AMLM up 46, big leap toward late Jan top. BHWX up 45 off bottom to over bottom lines (50s). WTWO up 40, intraday double, on volume. CSKH up 40. AMRS up 26 on news, volume, leap over top line (50-day). CABN up 23. IFXY up 22. CSGH up 18, closer to bottom 3 lines. RNWEF up 17 on news, new high, up near 4x in 12 mo. VSPC up 16. CRCL, NGLPF up 15. BLDP up 14, day 3 of surge, another new high, volume growing. SLMU up 14. PLUG up 13 on news, gap up on growing volume, near Jan top, up near 9x from Nov. PALAF up 12, gap up off bottom lines (50s). MDDD up 11, still around bottom. BYDDF up 10, gap up new high, double from April. EWRL up 10. SUNE up 9, new high, over triple from April. TSLA up 2, new high .... CNTO down 55. AQNM down 41. ECOS down 33. SATCQ down 30. GERS down 25. XDSL down 15. BLQN down 13. AMPD down 11. GWBU, MKTY down 10.

STUFF .... Fukushima radiation "significantly" under counted: TEPCO ... Repsol agreed to $5B deal with Argentina on YPF seizure ... S Africa delayed carbon tax ... Japan draft energy plan calls to restart nukes. Again ... NM nuke waste repository set to reopen after leak. Locals assured no health risk ... US ordered tests on rail oil shipments ... 69% of Bakken oil shipped by rail in '13. Expected to reach 90% this year ... Coal train derailed, spilled in MT ... State Dept to sponsor intl oceans conference this summer. Focus on overfishing, pollution, climate change ... Combating climate change key driver for US energy research: officials ... Vast offshore wind farms could calm hurricanes, typhoons: researchers ... Tesla (TSLA) won top "Consumer Reports" ranking ... China prepared to take national steps on emissions reduction: expert ... U of Delaware created program to push offshore wind as US policy ... EU stiffened '21 CO2 car emissions cap ... Australia enviro minister stopped carbon auction ... GAO set to probe State Dept Keystone enviro review ... Obama unveiled $70M competition for advanced materials manufacturing, 2 new hubs ... USDA to provide $3M to address declining bee populations ... Appeals court upheld ruling that BP isn't liable under state law for enviro damages ... Flex-fuel hampered by lack of consumer demand ... China comp to restart Fisker production this year ... Man filed China's 1st lawsuit v. govt over air pollution ... Energy efficiency lowering el use in US. Not economy ... ND county officials demanding state action over illegal oil field waste ... Analysts expect demand for US corn ethanol exports to jump due to exceptionally low corn prices. Also expect domestic demand to increase with renewed RFS. Could lead to production reaching installed capacity, driving need for additional cap ... DOI proposed raising liability cap for oil spills from $75M to $134M. Not raised since '90 ... GDF Suez Canada turned on 10Mw solar plant in Ontario. $50M ... Eaton to provide engineering, equipment for First Energy OH plant to enhance grid stability, reliability. 3 coal-fired units to retire in Sept. Eaton to convert generators to synchronous condensers. Plant will be able to adjust grid conditions by stabilizing voltage ... Amyris (AMRS) to resume production at Brazil biorefinery. Forecast profitability next year, cash flow positive this year ... Canadian Solar (CSIQ) got $47M loan to build 10Mw solar plant in Ontario. Online by 4Q ... Sun Edison (SUNE) got finance from Deutsche Bank for its 1st solar plants in Britain. 4 plants, total 56Mw. To be sold to Foresight Solar Fund upon March completion ... ~45Gw solar to be added globally this year, up 21% from '13. Avg est from analysts, comps. Global investment in solar installs $102B last year ... Enbridge doubled stake to 40% in OR 22Mw geothermal plant finished last year. $139M. 1st geothermal project to get DOE loan guarantee ($97M). US Geothermal has 60% stake ... DOE '15 budget will be "very strong" on clean energy: Moniz ... Changing water discharges at hydro dam aided salmon spawning: study ... Barclays exited energy trading ... Wind power to remain core of GE Energy Financial Services renewable biz ... EDP Renewables (Spain) increased '13 profit to Eur135M, up 7%. Revs up 6% to near Eur1.36B ... REC Silicon (Norway) to form $498M China JV for silicon production ... Danfoss (Denmark) taking 20% stake in SMA Solar (Germany) for Eur302M. SMA to take over Danfoss solar inverter biz ... First Solar (FSLR) '13 profit $353M, up from $96M loss in '12. Revs down 2% from 12's $3.37B ... Lighting Science Group (LSCG) got $53M credit facility ... Major Indian oil comps to form 2 comps to develop large-scale wind, solar projects in India, internationally ... Bill Gates for President.

WEDNESDAY OPEN ... Market up 51/23/6. Volume a little light. WTI over $102, Brent over $109 ... (stock #s in %) VNDB up 100. BHWX up 81. CABN up 35. AMLM up 32, new high. AMRS up 20. CERPQ up 17. ALTI up 16. PLUG up 15 on news. SLMU up 14. PALAF up 13. BLDP up 12, new high, with volume. BYDDF up 9, new high. EFOI up 8. SUNE up 8, new high, on news. CSIQ up 6 on news. GTAT up 5, new high. SCTY up 5, new high. LTBR up 4, new high .... AQNM, CNTO down 42. SATCQ down 40. ECOS down 33. WTWO down 20. ZNBR down 14. FSLR down 10 after reporting last night, back to bottom lines (200-days). MMMW down 10 .... Bill Gates for President.

TUESDAY CLOSE ... Market down 27/5/2. Volume the new higher normal. WTI ~$102, Brent over $109 ... (stock #s in %) JUHL up 31, punch over top lines (200-days) on volume, double from start Feb. CRCL up 30. BFRE up 23. ECAU up 22, back to bottom lines (50-days). AMLM up 21. up over 6x from Dec double bottom. TRKP up 20, (ZNBR) off slight double bottom with Jan. VLNCQ up 19. AQNM up 17 off top line (50). CBAK up 17 off 3 top lines with volume. ALTI up 16, above lines, up near 50% from early Feb following Oct zoom. AMTX up 16, day 2 back over bottom lines (50s). AMEL up 15. TSLA up 14, new high on upgrade. Going nuts but why not. We love brilliance. GWBU up 14. PALAF up 13, back over bottom lines (50s). URRE up 13, jump back to top lines after fall. MGPHF up 12, leap off top lines (50s), up over 3x from Nov. PPRW up 11. AMPD up 11, day 3 of surge over bottom lines (50s). ABGB up 5, another new high, new issue, up over 2x from Nov. BLDP up 4, new high, triple from April. SCTY up 3, new high, up 4x from April. Tell you what is whwat. Make Elon an honorary born in US citizen so he can be Bill Gates' VP. Cuz Warren Buffet is too old. Or is he? And while we're at it, let's make Branson another honorary citizen born in US. Come on America. Open your eyes. Open your ears. Open your hearts. Open your minds. SUNE up 1, new high on news, way over triple from April. What happened in April, huh? .... VNDB down 50. CSKH down 50. POLR down 25. CSGH, GERS down 20. PSPW down 19. CABN down 18. WTWO down 16 (after up 7x quickly). BSRC, HYSR, MDDD, NAMG down 10. FSLR reported, will probably fall. CERPQ down 7, day spread .032 to .102.

STUFF ... Water rationing outside Malaysia capital because of drought ... GE to spend $10B through '20 on developing waterless fracking with turbines using flared NG. Also to lower cost of wind power production ... Oil/gas comps won't be allowed to estimate GHG leakage using nonstandard methods under proposed EPA rule ... Colo 1st state to limit methane emissions from oil/gas production ... Supreme Court declined to review FERC approval of tariff system for cost of transmission lines for clean energy plants in Midwest ... Longer growing seasons may not expand trees' ability to store carbon: study ... Near 1/2 of RGGI carbon proceeds went into efficiency: report ... 6th carbon auction netted Calif $130M ... Rhode I created panel to assess, coordinate climate actions ... Volcanic eruptions partly behind global warming "pause": study ... Cattle industry topped NG sector as primary methane emitting source in US in '12. (So do we develop "gas bags"?) ... US GHG emissions down 3.3% in '12 ... BP started Phase 3 ops at deepwater Gulf of Mex project ... 2 US lease sales in GOM scheduled for March could unlock 1.7B bls, over 4TCF ... Bakken shale oil has much higher vapor pressure than other crudes: analysis ... Danish, Iraqi researchers using rice husk acid to make ethanol ... Devon Energy selling bulk of conventional oil/NG assets in Canada for ~$2.8B to Canadian Natural Resources. Production over 380MCF/d, 10.8Kb/d light crude, 12Kb/d NG liquids ... Tesla (TSLA), with partners including Panasonic, to build world's largest batt factory. Cost $2-5B for 30Gw/yr capacity. Will more or less match all global output combined. Solar City (SCTY) would purchase batts for its solar systems. Plenty of solar, wind to power factory ... NG prices serving NYC briefly topped $90/MBTU last week of Jan ... Scatec Solar (Holland) , Gigawatt Global (Norway) building 8.5Mw solar plant in Rwanda for $23.7M ... Abengoa (ABGB) to build 30Mw solar plant for EDP Renovaveis (Portugal) in Cal ... Podesta says regs due this year on limiting carbon emissioins from power plants will be "flexible" ... Yingli supplying 54Mw solar modules for 7 UK projects ... Acme Solar started up 25Mw solar plant in central India ... GE developed new 2.85Mw wind turbine designed specifically for Japan weather ... Algerian wind exports to Italy could be cost-competitive without subsidy by next year ... Russia to intro annual clean/renewable energy auction system ... UK's Green Investment Bank and finance partner to provide 50M Pounds for energy efficiency projects ... GE bought 51Mw of Irish wind projects from Element Power (US). 2 projects ... Sun Edison (SUNE) expects 90% growth in completed solar systems this year. 500-650Mw ... Heliovolt suspended ops, seeks investor. Makes CIGS thin-film solar ... Solar City (SCTY) 4Q13 installs more than doubled 4Q12 to 103Mw. '13 total installs 280Mw ... Dongfang got 75Mw order for Swedish 250Mw wind farm. $92M ... Sinovel to save up to $425M by reducing investment in production, supply chain capacity ... All but 1Mw of 325Mw new energy installs in US in Jan was clean/ren.

TUESDAY OPEN ... Market down 8/5/3. Volume normal. WTI under $102, Brent under $110 ... (stock #s in %) CRCL up 24. AMLM up 23. ECAU up 17. AMEL, CBAK up 15. TSLA up 14 on upgrade, new high. PPRW up 11. CABN up 10. KNDI up 6 on volume, new high. NENE up 6. ABGB up 1, new high. SATCQ down 38. CERPQ down 34. ECOS down 33. GERS down 20. WTWO down 16. NAMG down 15. AQNM down 14. UBRG down 13. MKTY down 10.

MONDAY CLOSE ... Market up 103/29/11. Volume slightly heavy. WTI under $103, Brent under $111 ... (stock #s in %) CRGE up 84, leap from 50-days to over bottom 200-day. SATCQ up 66. BLQN up 50 off bottom. ECOS, UBRG up 50. AQNM up 40, volume leap off top line. CSGH up 29, up to bottom line (200-day). BLDP up 16, volume, new high, dang good 12 months. GTAT up 16 after reporting, another new high, very good 12 months. KNDI up 16 on volume, new high, very very good rise from June takeoff. SLMU up 16. KIOR up 14, volume punch off bottom. SOPW up 14. GWBU up 13. LEOM up 10, up over bottom 200 to bottom 50. PEIX up 7, new high, triple from Nov. Too far too fast. NENE up 6. jump off latest drop. 200 days held. ABGB up 5, new high. TSLA up 3, new high. SUNE up 1, new high .... TRKP down 34. MKBY, CSOL down 26. CRCL down 24. AMLM, LEXG down 19. AMEL down 18. XDSL down 14. EWRL down 12. POLR, WSGP down 11. ECAU down 10.

STUFF ... Kurdistan to Turkey oil pipeline bombed again last week. Bombed 54x in '13 ... Vitol to pay $2.6B for Shell's Australia gas stations ... Iraq oil exports down to 2.2Mb/d in Jan from 2.34M in Dec ... US exported avg 2BCF/d to Mexico last year. Expected to double by '16. Need more pipeline ... Energy Solar Holdings to build 250Mw PV solar base through asset swaps ... LDK Solar filed for provisional liquidation in Caymans ... Solar World completed financial restructuring ... Suntech filed Chap 15 bankruptcy in US ... Silverado Power (Cal) merged with Sustainable Power Group (UT) ... Alterra Power (Canada) completed acquisition of 202Mw TX wind project in late stage of development ... Blu Earth Renewables (Canada) got Alberta OK to build 115Mw wind farm ... EIB to lend Eur200M to Indian Renewable Energy Development Agency for India clean energy projects ... SSE (UK) withdrawing aps for 2 onshore wind projects, total 117Mw, in Scotland ... DOT: major railroads approved voluntary safety steps for oil trains including slower speeds, more track inspections ... BNSF buying 5K safer oil cars ... MD PSC won't account for fracking impacts in consideration of LNG export project ... Warmer winters won't save lives: study ... World could double clean/renewable power capacity in 16 yrs: UN report ... El Nino poised to return, affect global food production: experts ... Numbers of large fish dwindling along vast stretch of Australia coast ... Different TX regions need tailored climate adaptation strategies: report ... US Supreme Court today hearing industry/states case against EPA GHG emissions rules ... Regulators probing trailers thought to be leaking radioactive waste in ND ... Organic winemaker in France facing jail for refusing to use pesticide ... Farmers rising up as oil pipeline spills permeate India's rice bowl ... US S east military bases finding policy roadblocks to energy alternatives ... EPA wants to tighten emissions reporting at oil/gas facilities ... PA Supreme Court turned down state's appeal over NG drilling law ... China clean energy industry facing $7.7B in bonds maturing this year ... Iran announced "new model oil contract." More attractive to intl oil comps than deals Iraq has been offering ... 72-hr ceasefire in Anbar Iraq over weekend. 370K folks displaced ... Libya oil production back down to 230Kb/d. Nearly all staying in country. Militias told Parliament to step down or face arrest ... Pemex wants to boost production to 4Mb/d by '25 from 2.52M last year ... 7 biggest western majors produced 9.5Mb/d oil in '13, down 2.2% from '12. 4th consecutive year of decline. Liquids output down 12.4% since '09's 10.86Mb/d ... Sauds probably need to boost crude exports above '13's 7.54Mb/d to keep pace with govt spending ... Ecuador's oil output up 4% in '13 to 526Kb/d ... Gazprom charges Europe customers $11/MBTU for NG with discounts to ward off competition. China pays ~$10 for NG from Turkmenistan, Myanmar ... Leader of Nigeria's Islamic uprising plans to destroy country's oil refineries "in coming days" ... Nigeria to conduct forensic audit of state oil comp to find missing $50B of revs ... US crude imports down 5.2% in '13 to 7.5Mb/d ... 545 fires broken out so far this year in Cal. Up over 3x from '13 ... 142 Brazil cities rationing water because of drought. Some neighborhoods get water every 3 days ... 10.8M gal E85 sold in Iowa last year, up 20% over '12 ... Rapeseed oil in 89% of German biodiesel ... US Farm Bill provides USDA with $250M to develop, build commercial-scale biorefineries that produce advanced biofuels ... Gazprom offered JV exploration projects in Algeria. 1st foreign comp invited ... Cyprus to drill offshore despite Turkey threats. Turkey apposed to Cyprus exporting oil/gas. Says energy wealth also belongs to Turkish Cypriots. Turkey also claims blocks south of Cyprus all the way to Egypt waters. May be up to 60TCF NG in Cyprus waters ... Shortage of talent in US govt positions holding back oil/gas industry: GAO ... Canadian Solar (CSIQ) to supply 48Mw to projects in Japan, US ... Ingenious Media to put half its planned $266M IPO funds into UK solar assets ... Japan saw domestic shipments of solar cells, modules of over 2Gw in 3 mo through Dec. Double '12. Exports fell to 15Mw from 111Mw ... Malaysia's sovereign wealth fund may build 50Mw solar plant ahead of IPO.

SINCE '06, it's been rare for worldwide disasters to number under 900 in any given year. As late as '80's, a terrible year might have seen 500 ... Bubonic plague, tuberculosis back, now antibiotic resistant ... N America spends more health care dollars on diabetes than any other condition. $548B spent worldwide on it in '13. W Pacific has largest number with diabetes in world. Almost half undiagnosed in SE Asia. Happy trails, pards.

MONDAY OPEN ... Market up 151/37/16. Volume normal. New Naz, S&P highs. WTI over $102, Brent over $110 ... (stock #s in %) AQNM up 76. CSGH up 27. AMTX up 21. UBRG up 20. SLMU up 16. USEI up 13. GTAT up 9, new high. PEIX up 6, new high. ABGB up 4, new high. AVAV up 3, new high .... ECOS down 50. POLR down 33. TRKP, GERS down 20. CABN down 15. WSGP down 11.

FRIDAY CLOSE ... Market down 30/4/3. Volume just slightly heavy on options Friday. CNN kicked out of Venezuela. Detroit bankruptcy $18B. Ukraine EU brokered peace. Renzi taking over in Italy. WTI over $102, Brent under $110. US NG $4.92 ... (stock #s in %) CERPD up 6,633. The shakeout. AMLM up 56, up near 6x on year. POLR up 50. AMPD up 27, look-see above bottom lines (50-days). CSKH up 25, jump over bottom lines (50s). MKBY up 25, 2-day jump off top lines (50s). USEI up 25. MMMW up 23 off bottom. AQNM up 18, back over bottom lines (200-days). ECAU up 15, still under bottom lines (50s). MKTY up 11, back above top lines (50s). UBRG up 11. XSNX up 9, staying above all lines. PEIX up 5, new high, up about 4x from Nov. POWR up 2, new high, up near 4x last 12 months. NTCXF up 1 under bottom line (200) .... AEHI down 97. Owee Howee. PTOS down 57, smack down to bottom on 300 shares after crossing over top lines. BLQN down 50, pressing on bottom. CRCL down 31, flapping along bottom since July. CSGH down 18, building higher bottom base from Aug. BFRE down 12. PRHL down 10. ZAAP down 9. NENE down 3, coming back to bottom lines (200s).

STUFF ... Sao Paulo in water crisis. Failed rainy season ... Mass regulators approved new NG power plant but limited life span, requiring less and less CO2 emissions until '50 closure. $800M for 630Mw at site of coal plant closing this year. Online in '16. Stricter emission limits start in '26 ... $1.9B project to connect 3 US grids in NM nearing initial construction phase. Still working on finance ... Abengoa wants to get its credit rating raised 2 levels to reduce financing costs ... World Bank switched 4.8Gw Republic of Congo hydropower project to private sector status from public sector. Withdrew $73M IDA grant. To pursue private investment deal with IFC ... Since '05, total world oil production up 5.8Mb/d. 1.7M of that in NG liquids. The rest shale oil, oil sands. Conventional oil production fell ~1Mb/d since '05. World's existing fields depletion ~4Mb/d/yr. Oil comps invested ~$4T since '05 to explore, drill. $2.5T of that spent on just replacing production from existing fields. ~$350B since '05 went to drill/frack shale oil/NG wells in US, increase oil sands production ... Poet's $250M cellulosic ethanol plant should be ready to start in June. 7-12M gal expected from it this year. 25M gal/yr capacity ... USDA doesn't expect much increase in ethanol production through '23 ... US NG production now close to 70BCF/d. Expected to reach over 100B by '40: EIA chief. Shale gas will be 50% or more of production soon. 30B now ... Russia considering building 2nd reactor at Iran's Bushehr plant in exchange for oil ... Israel to supply Jordan $500M of NG over 15 yrs starting in '16. Potential expansion to $30B deal ... Neb court found state law used to approve Keystone pipeline in Neb unconstitutional. The governor approved it, not PSC ... Fed court struck down rules that govern strip mining. Office of Surface Mining also still delaying substitute rules called Stream Protection Rule ... Tesoro denied feds access to refinery after workers burned by acid ... Auditors blasting DOE for allowing nuclear site's costs to escalate ... 5 inspectors oversee railroad bridge safety across entire US ... WV regulators cited Patriot Coal again for slurry spill ... Bhutan govt EV deal with Nissan ... Contract awarded to extend lives of 7 UK nuke plants. Doosan Babcock, EDF deal worth 70M Pounds/yr for several yrs ... Iberdrola to invest near Eur4B in UK next 3 yrs ... Renesola to supply 13Mw for US solar project ... Sun Edison (SUNE), Azure Power India among biggest winners in India's 1st national auction of solar permits since '12. Each won 100Mw of 750Mw auctioned. ACME Solar Energy got at least 80Mw. India offered up to $302M in grants to allow plants to sell power at 5.5 rupees/Kwh - grid cost ... Japan may cut solar FIT 14% to reflect lower ops, maintenance costs ... Beta Wind Farm got $107M financed for 144Mw wind projects in India over next 10 yrs. Also $141M for 156Mw more of India wind projects ... ReEnergy Holdings (NY) signed PPA with US Army for 28Mw biomass plant ... US Army awarded 20 contracts for solar, wind, biomass. 15 solar, 3 wind, 2 biomass ... United Photovoltaics (China) got China Development Bank financing for 1Gw China solar projects ... The Renewables Infrastructure Group (UK) got 3-yr 80M Pounds revolving acquisition funding ... Energiaprima (Italy) to build 200Mw solar in Romania. 4 or 5 projects ... Origin Energy delaying 471Mw wind project, waiting on Australia's renewable target review ... 905 natural catastrophes worldwide in '12. 93% weather related costing $170B public funds. Insurers paid out $700B/yr globally for extreme weather damages for last 3 yrs ... 10-yr cycles in oceans affect jet stream, contributing to unusual weather.

FRIDAY OPEN ... Market up 42/10/2. Volume heavy, options Friday. WTI under $103, Brent over $110 ... (stock #s in %) CERPQ up 7,233 (looks like reverse split). BHWX up 81. ECAU up 20. WTWO up 16. UBRG up 11. POWR up 3 more, new high .... ECOS down 50. AEHI down 37. BSRC down 26. GERS down 20. IFXY down 15. ZAAP, AMLM down 10.

THURSDAY CLOSE ... Market up 92/29/11. Volume slightly above avg. Dow back over 50-day lines, S&P back to tops. WTI under $103, Brent over $110. EU agreed on Ukraine sanctions. Protests really getting serious ... (stock #s in %) AEHI up 3,900, over bottom lines (50-day). AWSL up 80. Who knows. BLQN up 66, like AWSL flappin around the bottom. UBRG up 28. BFRE up 23. MDDD up 20. I don't know. New issue. PSON up 19, bottom lines (50s) holding. PWDY up 18, 1K shares, on bottom. TMEN up 18, bottom. ECAU up 17, jump off bottom, rejected by bottom lines (50s). PTOS up 16, top lines (200-day) holding. LTBR up 15, new high, day 3 on volume, over double this year. AMLM up 14, up over 4x this year. RBCN up 13, leap off top lines (50s), up 4x 12 months. POWR up 9, new high, volume, news, way over double on 12 months. TSLA up 8, new high on volume .... POLR down 25, bottom floating. MMMW, GERS down 16. SATCQ down 14. USEI, IFXY down 12. AMEL, SOPW down 11. NENE down 3, coming back toward bottom lines (200s) again. NTCXF down 3, below bottom line (200).

STUFF ... Most volcanic eruptions ever in '13 since records started. 84. Avg 50-60/yr. Doesn't include undersea eruptions. More ash, gases in atmos. Increase could lower global temps 2 degrees Celsius or more: some analysts ... New leak of radioactive water at Fukushima ... RBS to focus clean energy finance on UK, US markets ... Smart meter provider Smart Impulse seeking capital to beat French energy monopoly ... Global biomass project finance down 6% in '13 to $9.6B ... Photon Energy (Netherlands) targeting '15 IPO, 1Gw solar portfolio by '17 ... Solar World (SRWRF) targeting 40% growth this year ... Tidal turbine maker Atlantis Resources raised over 18M Pounds in IPO and EC project grant ... Siemens, Technip, Marubeni named preferred suppliers for Mainstream's proposed 450Mw offshore wind project off Scotland ... China Supreme Court separated Sinovel copy infringement case from arbitration claims in American Superconductor (AMSC) case ... Energy Capital Group (UT) got county permit for 300Mw solar plant in Utah ... EDF to sell 70% stake in Italian subsidiary's 600Mw wind assets ... Tesla (TSLA) cut '13 losses to $74M. Revs up 500% to over $2B ... BLM approved 2 First Solar (FSLR) projects. 550Mw total ... Sun Edison (SUNE) lost almost $614M in '13 v. $148M loss in '12. Launched Yieldco to unearth, leverage solar asset values ... Farmers El Coop in Iowa this year to have over 1,500 watts of solar per customer on their system. Near 2x next utility. Global clean/renewable energy grid project could use HVDC, centralized storage. West hemisphere to connect to East via Greenland, Iceland ... US Supreme Court to consider limits of exec authority in GHG emissions case Monday ... Some conservation areas have no more fish than unprotected areas. Reserves tend to be set up in areas with low biodiversity: studies ... German village resisting plans to strip it away for coal underneath ... Japan FIT changes reflect end of residential PV program, delay in non-res projects ... Shale oil output from Bakken down 50Kb/d in Dec from weather ... Concerns NG production during summer will be insufficient to get US through next winter. Inventories lowest since '04 ... Venezuela riots, opposition leader arrested. US imports 800Kb/d from Venezuela ... 50 utility-scale clean energy projects so far on US public lands. Total 14Gw. 27 solar, 12 geothermal, 11 wind. Part of plan for 20Gw by '20. DOD plan 3Gw clean/ren on military bases by '25 ... China to loan $6.5B for 2 Pakistan nuke plants ... World's largest fuel cell plant finished in S Korea by Fuel Cell Energy (FCEL). 59Mw. Also provides heat. Recent groundbreak on another 19.6Mw FC plant in SK. Sun Edison (SUNE) completed DOD's largest solar install. 16.4Mw on AZ AFB. $500K savings/yr. 35% of base's el ... TransAlta (Cal) to sell its 50% stake in CE Generation, Blackrock development, Wailuku to partner Mid Am Renewables for $193M ... Toray unit, Fujipream to build 5.8Mw solar plant in Japan. $20M. Online in Oct ... Vitec (Japan), Renesola to set up 80Mw/yr solar panel factory in Japan ... Cal Senate leader to propose carbon tax on transportation fuels, partial cap and trade changes ... Climate-caused changes in ocean require different fishery management, more concern ... Warming Arctic spurs cyclones ... BLM advanced Conoco bid to be 1st oil producer in AK reserve ... Cal governor proposing $687M bill to combat water shortage ... Heavy rains bypassed Cal. 15% of state at "exceptional drought" level ... Panel set up to save Monarch butterfly ... Audit faults DOE for lax efforts to commercialize research ... Monitors detecting airborne radiation near NM nuclear repository ... CDC links contaminated water to cancer death rates at Camp Lejeune ... Uranium waste on Navajo land displacing residents ... EU suing Britain for exceeding air pollution limits ... Beijing issued 1st emergency air pollution alert ... New project to make Rwanda 1st E Africa nation with utility-scale solar ... Large Brit manufacturers powering down to avoid spiking el prices ... Enviros to sue govt over Hudson R. crude traffic ... OH governor no longer supports fracking in state parks.

THURSDAY OPEN ... Market up 73/14/6. US leading indicators up .3% Jan. Truce short lived in Ukraine. WTI over $103, Brent over $110 ... (stock #s in %) AEHI up 3,900. AWSL up 90. ECAU up 35. BFRE up 23. PTOS, WTWO up 16. CABN up 15. AMLM, UBRG up 14. MDDD, TMEN up 13. LEOM up 12. RBCN up 10. ZAAP up 9. TSLA up 6, new high .... AMEL down 17. GERS down 16. CRCL down 15. EWRL down 11.

WEDNESDAY CLOSE ... Market down 89/34/12. Volume slightly heavy. Atlanta Fed prez expects mid-'15 rate hike. IMF warned G20 of deflation risk, emerging market turmoil. Maybe truce in Ukraine. WTI up over $103, Brent over $110. NG 4.87 ... (stock #s in %) PSPW up 58, leap off bottom lines (50-day) to over bottom 200-day. HOKUQ up 25. DSTI up 17. LEXG up 17, day 2 of surge off bottom on volume. MKBY up 16 off top lines (50s). XDSL up 16. AMSC up 14 on legal win, day 2 of surge to top lines (200s). POLR up 14. JUHL up 14, day 4 of surge off bottom lines (50s). PRHL up 14, under all lines. RNWEF up 13, day 3 off top lines back to Sept top. LMRMF up 10, above top lines (50s). QTMM up 10. HIIT up 7, railroad tracks top .... AWSL down 47, back to bottom. ECOS down 33. MGLT down 33, back to bottom. MDDD down 28 after reporting. CERPQ down 26. UBRG down 22. BFRE down 21. AMTX down 21, back below bottom lines (50s). CABN down 20. AQNM down 19, back below bottom lines (200s). PTOS down 16, backing off top lines (200s) after double since early this month. EVSI down 16. MKTY down 12, back under top lines (50s). CCTC down 11, rejected by bottom lines (50s). AMEL down 10. LEOM down 10, back to bottom line (200). WEST down 10, day 3 of fall back to 3 bottom lines. WWPW down 10, back to top lines (50s). XSNX down 10, on 3 top lines. SCTY down 7 off top, been there since mid-Jan. TSLA down 4 from tops after reporting, earned $46M 4Q.

STUFF ... Billionaire Steyer enlisting donors for $100M fund for climate change ads for '14 election ... Global stocks have erased '14 losses. $3T restored ... DOE to finish $6.5B loan guarantee, plus another $1.8B one soon, to help GA Power build 1st nuke in US in 3 decades. Total est. cost $15.5B. Only other new nuke project in US 2 reactors by SC El&Gas ... Australia preparing reverse auction approach to replace carbon tax (highest in world) ... Trailer rules expected in new truck efficiency standards ... Time-of-use billing produces more satisfied customers: report ... Kansas officials probing tie between drilling, quakes ... EON, DONG, Masdar scrapped plans for phase 2 of 630Mw London Array (world's largest offshore wind farm) on concern birds may be harmed. EON says will take until '17 to collect necessary enviro data. The Red Throated Divers. 6th UK offshore wind plan in 3 mo to be cancelled or reduced. UK has more offshore wind cap than rest of world combined. 3.7Gw of 6.9Gw. 16.5Gw in world pipeline ... UK startup to make biofuel from London coffee grinds ... George Mason U students launching EcoMow. Mower powered by its own cut grass ... Exxon started production in new Malaysia offshore NG field. Projected production cap 200MCF/d. Malaysia has ~83TCF proven NG reserves. 3rd largest LNG exporter behind Qatar, Indonesia ... WY coal production down 3.3% to 388M tons in '13. 4th year in row of decline. WY over 40% US coal production. Powder R. Basin prices up to $12.35/ton in Jan from $10.15 Jan '13. Appalchian coal $64-68/ton ... OH's energy efficiency mandates costly, ineffective: industry report. $1B extra in customer fees since rules took effect in '09 ... Excess wind power getting turned into NG in Denmark. Hydrogen from 1Mw Hydrogenics (HYGS) electrolysis system powered by excess wind power converts biogas from sewage sludge into NG ... 4 biggest US shale comps spent $133B to develop shale '08-'12. Got $80B back in cash flow before $43B of write downs. Bakken well decline rate 40% /yr v. avg 4-5% for world's existing oil fields. Marginal cost of US oil production up to $114/bl in '12 from $89 in '11. Shale gas profitable at $4-6/ThousandCF. Some argue $8 ... US has 48% of world's 3,713 oil/gas rigs. Produces 9% of world's oil, 20% of world's NG ... UK startup STOR Generation to raise 10M Pounds for el demand response expansion ... Renewable Energy Trust Capital raising $125M in Series C round ... French fuel cell developer Symbiofcell in drive to expand manufacturing cap ... UK govt doesn't plan to review FIT for anaerobic digestion this yr ... Iberdrola to invest Eur9.6B through '16. Over 40% for UK offshore wind ... Ferrostaal (Germany) raising project finance after taking majority stake in $120M 52Mw Mongolia wind project ... Meridian Energy (New Zealand) to cease investing in Australia clean/ren energy projects if Australia terminates Renewable Energy Target ... US bankruptcy court approved Wanxiang's Fisker assets purchase ... Dominion Resources requested to bid to develop wind farm offshore MD. BOEM intends to auction the area in 2 separate leases ... Offshore wind installer Gulf Marine Services (Abu Dhabi) to raise $100M through London IPO ... Bureau of Reclamation notified senior water contractors on Sacramento, San Joaquin Rivers to expect 40% of normal deliveries this yr. (Desalination plants, people!) ... DOI OK'd 2 "milestone" utility-scale solar projects on public lands ... Moniz touting plan for building "grid of future" ... Nun sentenced to almost 3 yrs in prison for TN nuke facility protest break-in ... Senator calls for probe of DOE after firing of Hanford whistle blower ... Prosecutors expanding probe of NC coal ash spill as another leak showed up ... Activists dumped coal in front of French president's palace.

WEDNESDAY OPEN ... Market up 77/flat/5. Volume slightly light. WTI over $102, Brent over $110 ... (stock #s in %) LEXG up 33. MKBY up 21. QTMM up 19. AMSC up 15. CABN, RNWEF up 13. PRHL, UBRG up 11 .... ECOS down 33. CERPQ down 31. WSGP down 21. CRCL down 18. USEI down 16. EWRL, LEOM down 10.

TUESDAY CLOSE ... Dow down 24, Naz up 28, new high. Volume slightly above avg. WTI over $102, Brent over $110. NG $5.47 ... (stock #s in %) AWSL up 58, up over 3x in days. ECOS up 50. LEXG up 47 on volume, shot off bottom to over bottom lines (50-days). PTOS up 44 on volume, over top lines (200-days) off 50s, up over 3x since late Jan. HOKUQ up 33. LTBR up 24 on news, new high, double since start of year. CRCL up 24. USEI up 21. LEOM up 20, in between all lines. ASPW up 17. PSON up 14, in bottom lines (50s). JASO up 12 off top lines (50s). CSOL up 12 to top line (200). GTAT up 8 on news, new high. CSUN up 8, back above top lines (50s). AMSC up 7 on volume off bottom lines (50s). FCEL up 7. FSLR up 7 off top lines (50s). GPRE up 5, new high .... MKBY down 37, back between top lines (50s). DSTI down 23, back under bottom lines (50s). SATCQ down 22. XDSL down 20. TRKP down 18 off bottom lines (50s). SRWRF down 17. EWRL down 15. VLNCQ down 13. BSRC, CABN, PWDY, TMEN, CSKH down 11. UBRG down 10. HIIT down 8 off tops.

STUFF ... S Sudan rebs seized control of capital ... Duke to get out of wholesale power biz in Midwest. Financial results too volatile. Stakes in 11 OH power plants, 1 each in IL, PA. To take $1-2B charge in 1Q. OH regulators last week rejected Duke's request for $729M rate increase ... Farmers worldwide planted record 175M hectares of biofuel crops last year, up 3% over '12 ... Canada utility to debut coal plant that captures CO2 ... Energy efficiency getting credit for milestone drop in Midwest el demand ... S Australia govt approved Ceres' $1.5B 600Mw wind project. Expected to be largest wind farm in S hemisphere upon '16 completion ... Consortium of comps to take over aleo solar group for ~Eur41M ... Tokyo official pledged to increase metro area's use of clean/renewable energy from 6% to 20% with 4B Yen public/private fund ... First Solar (FSLR) started construction on 102Mw plant in New South Wales for AGL Energy. Mid-'15 completion. Already building another 53Mw plant in NSW, online this summer ... 20Mw biomass plant powered by rice husks to go online in about a year in Philippines ... 99-story building in Indonesia built as wind tunnel to harvest wind energy ... Dong Energy will install Vestas 8Mw turbines at UK offshore project of up to 258Mw. Offshore wind costs still est. at $189/Mwh over project life. Over 2x cost of onshore wind ... Pertamina (Indonesia) managed to secure only 45% of biodiesel it needs to supply country's B10 policy ... EU biorefinery project showed biorefineries could generate 200K by '20 in Europe ... EC suing Ireland for failing to implement Renewable Energy Directive ... AZ firefighters producing their own biodiesel from used cooking oil to power part of their fleet ... India biodiesel buses in one city switched back to fossil fuel when prices got too high. Was blending pongamia oil with diesel ... POET looking to build $350M corn ethanol plant in Brazil. 50M liters ethanol/yr from 350K metric tons of corn ... Vietnam latest country to seek coal imports. ~10M tons/yr starting in '17. Exported 12.8M tons in '13, down 16% from '12. Domestic production falling, demand rising ... Occidental to sell $1.4B stake in largest NG field in N Am - Kan, OK, CO ... Colombia to hold auction for 97 tracts in Pacific, Atlantic in July. Production went over 1Mb/d in '13. Domestic demand 287Kb/d. Est. increase to 1.3M production by '20 ... Lakeland El (FL) to switch back to coal from NG over prices ... Brazil providing $618M to encourage sugar-based ethanol innovation. 10-yr loans at 4% ... China spent more than US on energy efficiency 1st time in '13. $4.3B investment almost 1/3 of world total. Global spending up ~5% in '13. N Am investment slid up to 33% to $3.6B. China has installed almost 250M smart meters. Europe expected to have 180M by '20 from 55M now. Spending on distribution automation up to $5.4B in '13 from $4.4B in '12 ... Obama ordered EPA, DOT to tighten fuel economy standards for medium, heavy duty trucks beyond model year '18 ... Sea walls market to hit $9B by '23: study ... Tulane U offering $1M prize for Gulf of Mex dead zone solution ... Plant emits toxic metals near Cal school: regulators ... Duke, NC regulators see no immediate health threat from coal ash spill ... France placed temporary ban of Gen Mod corn ...Shrinking PV costs closing in on onshore wind costs: analysis ... Jordan approved PPAs for 200Mw of 7 new solar projects. 1 50Mw, 4 20Mw, 7 10Mw ... Sungrow (China), Huaneng Renewables (China) to develop over 300Mw solar by '16 ... Renewable Energy Trust (Cal) raised $30M equity, targeting $125M round ... China calling for US to act "objectively and fairly" on solar trade dispute ... SUSI (Swiss) investing in 8 project, 39Mw solar portfolio in France.

TUESDAY OPEN ... Dow down 18, Naz up 20, another new high. Volume slightly light. WTI over $101, Brent over $109 ... AWSL up 58. HOKUQ up 33. LTBR up 31 on news, new high. VSPC up 28. ASPW, USEI up 17. PTOS up 16. MMMW up 13. LEXG up 12. GTAT up 8, new high, on news. TSLA up 3, new high, on upgrade, news .... SPIR down 25. WTWO, MKBY down 16. AMTX, PSON down 14. XSNX down 13. ZAAP down 12. CSKH, EWRL down 11. CERP down 9.

STUFF ... WTI up ~$101, Brent over $109. NG up to $5.45. New Italy PM. Merkel calling for Euro internet ... Kellogg to stop buying deforested palm oil after pressure ... US solar industry now ~$11.5B market ... Arctic summer melt season month or more longer now than in '79. Primarily from delayed fall freeze up. 7 lowest Sept ice extents in last 10 yrs. Artic temps up twice as much as global avg ... FERC approved new permit for 240Mw Alaska tidal energy project. 2 extra years to explore feasibility ... Global oil stocks 103M bls below 5-yr avg. at end of '13 ... Iran oil exports up 100Kb/d in Jan ... Libya production now down to 390Kb/d. Protesters partially blocking pipelines ... NG pipe crossing Sinai blown up again ... China installed 94Gw new power gen cap in '13. 36Gw thermal (mostly coal), 30Gw hydro, 14Gw wind, 11Gw solar, 2Gw nuke. Total gen cap now 1,250Gw ... OPEC production up 28Kb/d in Jan to 29.7M ... Egypt signed oil/NG exploration deals expected to bring in $265M in new investment ... US crude shipments by rail up 8.7% in Jan over last year ... Biodiesel tax incentive renewal intro'd in US Senate. 3-yr extension. $1/gal incentive ... NY awarded $3M to 18 research institutions, tech developers, biomass fuel businesses to encourage growth of high efficiency, low emissions wood-fired heating equipment ... 3% of UK fuel renewables - over 350M gal/yr - but 19% goes to US. 50% ethanol, 37% biodiesel ... No foreign drillers to be allowed in Iran's Caspian waters: Iran. EIA est. Caspian may hold up to 250B bls recoverable oil, another 200B potential reserves, up to 9.2TCM recoverable NG ... Turkey's state-owned TPAO opting out of Iran South Pars NG project. But TPAO to build NG pipeline Iran to Turkey. South Pars est. 14TCM NG, 18B bls condensates ... To be many more closures of coal-fired power plants in US over next 2 yrs than has been announced: EIA. Up to 40Gw. Est. ~60Gw by '20. Existing 310Gw coal cap. New limits on mercury emissions take effect in '15 (possible one year extension) ... Duke issued request for 300Mw new solar in NC ... NV PUC directed NV Energy to submit plan for closure of coal-fired plant, disclose expected cost to ratepayers ... Vestas finishing up 84Mw wind project in Romania, option for up to 150Mw ... India plans to start work on at least 2Gw solar in year starting April that will near double current cap. Country planning 6x increase in solar cap by '17. Added 29Gw power cap last April to Dec. Peak power deficit dropped to 4% from 11.4% year earlier ... Geronimo Energy targeting 1Gw US wind by '16 ... Kleiner Perkins most active VC/PE clean energy investor for 2nd yr in row in '13 ... Copenhagen Infrastructure Partners to invest Eur384M in 900Mw offshore wind grid connection to be built by TenneT (Netherlands) ... Wanxiang won auction for Fisker with $149M bid ... US ITC ruled against crystalline solar imports from China, Taiwan ... Euro consortium, including EIB, to provide Eur350M to wind developer for 195Mw wind project, to be largest farm in Netherlands ... Trina Solar took 51% stake in Shenzhen S.C. subsidiary.

FRIDAY CLOSE ... Market up 126/3/8. Volume a little light with snowstorm. Naz new high. WTI over $!00, Brent ~$109. NG $5.16 ... (stock #s in %) ECOS up 100. CRCL up 88 to bottom lines (50-day). SRWRF up 66 on 110 shares. UBRG up 42 off bottom lines (50s). CSOL up 29 off bottom 3 lines. XDSL, TRKP up 25. NGLPF up 15, above bottom lines (50s). DSTI up 10, above bottom lines (50s). CERP, EVSI, SSOL up 10. CREG up 9, above 1st top line (50), triple since July .... BLQN down 45, back to bottom. AWSL down 33, train track bottom. WEST down 19, rejected by top line (200-day). GWBU down 19. LEOM down 17, back under bottom line (200). BFRE down 17. AQNM down 14, back on bottom top line (50). CSGH down 12, hanging under bottom line (200). BLDW down 10, double bottom with Jan.

STUFF ... Utility-scale solar 60% toward cost-competitive el production goal: DOE. 3 yrs into 10-yr Sun Shot Initiative. Target 6 cents/Kwh. Now 11 cents. Avg. US el price ~12 cents. $25M DOE funds announced today to further develop PV, CSP, maintain domestic solar industry ... Alumni New Energies launched share placement for $5B Namibian energy scheme ... Suzlon $172M 4Q loss, 9mo loss ~$470M ... Suntech delisted from NYSE ... Japan to cancel FITs for 672 too-long-delayed solar projects ... Hareon Solar Tech (China) to build 150Mw in 2 provinces ... US ITC prelim decision today on China-Taiwan solar duties ... New Generation Power Texas started construction on 1st phase of 400Mw wind farm. $650-700Mw total cost ... Duke: only 30-39K tons coal ash spilled into Dan R. (O.) ... Turkey energy minister: country saving $5.5B/y of NG imports from clean/ren buildout last 10 yrs ... First Wind's 30Mw Oahu wind farm back online at full cap. Batt storage fire in Aug '12. Batt system replaced by volt-amp reactive system ... Methane leaks negates benefits of NG as transportation fuel (with present tech): study. Switching trucks, buses to NG from diesel could actually harm climate more unless new tech (already available) used. Leaks from drilling, pipelines, distribution. Study by scientists at Stanford, MIT, NREL. Already ~50% more methane in atmos than previous EPA est. But switching from coal to NG at power plants helps atmos. Sept report said methane leaks from frack sites on avg lower than EPA levels. (So. EPA needs to raise standards to best tech. But EPA not allowed to regulate fracking. Folks, if the world isn't ending soon this is something else to get right.) ... 3-4K gals spilled in latest crude train derail in PA. 2 derailed cars had LPG (ka-boom) ... Train hauling crude jumped tracks, almost toppled over Philly bridge Jan 20. (Buy or look at Greenbriar.) ... Farmers can keep pace with increasing population, climate change by adopting suite of new techs: 3-yr study ... Millions of Fed dollars will be provided drought-stricken livestock farmers as Obama, Cal officials confer on ways to prevent "tsunami" of climate change ... States with greater "wind penetration" seeing lower el rates: analysis ... Cal groundwater supply being pushed toward rock bottom: experts ... PA NG well still burning. Exploded Tuesday. Worker still missing ... Unplanned interruptions of global supply chain up ~30% in '13: DOE. Most in Libya. OPEC disruptions averaged 1.8Mb/d, hit 2.6M at yearend ... Pakistan and Asian Development Bank loaning $900M for $1.5B 1.2Gw coal power plant in Pakistan. $220M from Islamic Development Bank. $380M from Pakistan ... TVA replacing 2 oldest coal plants with combined cycle NG in KY. $1B. Online '17. Longterm TVA sees 20% NG, 20% coal, 20% hydro and other clean E, 40% nuke ... NOAA study links tuna heart probs in GOM to crude ... Great Lakes ice cover near record. (Silver lining: cuts down lake effect snow events.) ... Mountain Pine Beetle epidemic declining in WY: survey ... Save the Monarch Butterfly for real ... Arctic warming may be driving new parasitic infections ... Church of England: climate change "great demon of our day" ... Extreme weather changes could increase stroke risk: study (think?) ... NREL: adequate transmission, energy storage options to better integrate clean energy grid ... Japan wind lobby says enviro assessments curbing new work ... China granted Sinopec permission for commercial av biofuels. Hydrotreated palm oil, recycled waste cooking oil, other feedstocks ... U of TX researchers producing biofuel from yeast + sugar ... Norway comp turned on waste-to-energy plant in Oslo. To produce biometh from household food waste for bus fleet. Will treat 50K tons waste/y to produce ~14K cub met /d of biometh ... Optim Energy (TX) - Bill Gates investment fund (rut roh) - chap 11. 3 power plants. 1 coal, 2 NG. East TX. Can't deal with lower losses. 3rd chap 11 after Dynegy, Edison Mission. Price of el down ~40% last 5 yrs in Optim's market to ~$38/Mwh ... Appeals court dismissed challenge to GOM spill medical claims ... Court OK'd suit over BP spills in AK ... Trash bags make good transport fuel: report ... Cal voters oppose bullet train: poll ... Enviros suing util over sludge dumping into Potomac R ... China offering incentives to pollution-cutting cities ... Java volcano eruption.

FRIDAY OPEN ... Dow up 60, Naz down 4. Volume a little light (not bad considering storm). US factory production down (remember Jan?). WTI ~$100, Brent under $109 ... (stock #s in %) ECOS up 100. CSOL up 29. WTWO, CCTC, GERS up 16. AMEL up 11. ABAT, TRKP up 10 .... QTMM down 26, WEST down 16. USEI down 11. DSTI down 10.

THURSDAY CLOSE ... Market up 65/39/10. Volume a little heavy. Naz back to Jan top. WTI ~$100, Brent under $109. NatGas $5.22. Gold back to 1,300 ... (stock #s in %) AWSL up 185 on 1K shares, railroad tracks at bottom. QTMM up 39, jump over all lines, near double this month. CBWP up 35, peek above 50-day lines. CSGH up 35 up to bottom line (200-day). AMLM up 32 on rebound. CABN up 23. USEI up 21. GWBU up 20. ENZR up 17, back over top line (200). IFXY, POLR up 16. XSNX up 15 off top line (200). CDTI up 14 on volume, resuming upline, above all lines. HSOL up 13 on good volume, back to top line (50). MIght want to buy in. PTOS up 13, back above bottom lines (50s), looks like double bottom with last spring. DSTI up 12. WEST up 11, day 4 of surge to top line (200). ZAAP up 11, back above bottom lines (50s). MKBY up 10, line continues, triple since mid-Dec. SPWR up 5 after reporting last night and news today, at tops here since mid-Oct, above top lines (50s). TSLA up 2, hit new high over $200 .... ECOS down 50. BFRE down 27. CSOL down 22. CERP down 17 on bankruptcy, may be groping for valuation. ITRI down 14, huge gap to new low on downgrade. WTWO, XDSL down 14. WWPW down 13, still above top lines (50s), up near 5x since Aug. SSOL down 13.

STUFF ... RWE selling 49% stake in their largest onshore wind project - 67Mw - to Town of Bedburg. Will still build project ... Opower (VA) registered for IPO. Software to enable customers to monitor their energy use ... Strata Solar (NC) target 300Mw scheduled for completion in '14 ... Mainstream (Ireland) expects to close Eur3.1B finance for 1Gw wind, solar this year ... Lockheed $208M deal with OPTT subsidiary to build world's largest wave energy plant in Australia ... Equis Funds (Singapore) targets $500M for solar in Japan ... Theolia - French wind developer - revs rose 41% in '13 to Eur95M ... Tectev (Belgium) subsidiary bidding for Electrawinds (Belgium), up to Eur184M ... India to add 30Gw clean/renewable cap by '17 ... Hindustan Cleanenergy may IPO to finance 1Gw of solar by '16 ... EIB mulling Eur600M investment in London Green Fund ... First Wind (US) raised $206M for 150Mw TX wind farm. Morgan Stanley in on finance ... Germany to raise value of exemptions for heavy industry for green energy surcharge to Eur5.1B in '14 from Eur4B ... EU state aid investigations could hamper UK's effort to award 9 clean energy projects with early form of Contracts for Difference subsidy ... Senvion (Germany) OK'd to build 600Mw wind farm in Australia. $1.34B ... UK radar mitigation deal could unlock up to 2.2Gw wind development ... NREL: parabolic trough, dry-cooled towers deliver similar value for concentrated solar plants ... Iran's sole geothermal power project halted by budget deficit ... India investigating US policies supporting solar panel makers ... Europe's wind farms have minor impact on climate: study ... Solar jobs in GA up 225% Sept12 to Nov13 ... OR House unanimously passed bill to make it cheaper for small utilities to comply with state's clean/renewable energy mandates, potentially allow large utils to sell clean/ren power to industry under special green tariff ... First Energy completed sale of 11 hydropower plants to Harbor Hydro Holdings for under $400M. 527Mw total. Includes 451Mw pumped storage plant in PA ... DOE official: initial carbon capture/storage tech est. to increase wholesale el costs up to 70-80% ... NC enviro agency creating task force to review coal ash ponds in state. Feds launched criminal investigation into Duke spill. NC warning residents not to fish near spill site (or downstream) ... DOI released 1st national interactive map of onshore wind turbines. Over 47K locations ... Solar Reserve's 110Mw NV concentrated solar plant with advanced molten salt storage entering commissioning phase. Fully online later this year. $737M debt plus DOE loan guarantee ... National Ignition Facility at LLNL made fusion advance last fall. More energy produced than used. Only 1% of initial laser energy, though, reached the hydrogen. $330M from DOE this FY, $5.3B invested since ops began in '09 ... GHG reductions from bioenergy vary greatly depending on raw material, tech used: study ... Lawsuits filed v. DOI over approval of 250-mile NV water pipeline project ... (Thought: California should get busy with seawater desalination plants.) ... US calling for shift in path of climate negotiations ... WA to consider climate impacts of proposed coal terminal ... Many groups denying climate change funded with billions in "dark money": study ... Toyota recalled 1.9M Prius on programming glitch ... Germany's clean/ren boom creating havoc for Austria grid ... Economist says carbon tax is tough but crucial climate solution ... Lobby for US investor-owned el utilities, NRDC both support new state-level rate regimes that allow continuing expansion of solar power while keeping utils financially whole, able to maintain grid. Urge grid payments for rooftop solar ... Petroleum-fired backup plants bailed out N east grid operators last month: report ... Cal commission seeks more say over fracking in Fed waters ... Bakken pipeline spill could take 2 yrs to clean up ... ND rail comp promising to clear logjam caused by oil shipments ... Crude train derailed in PA ... China villagers attacked factory in enviro protest ... TEPCO took months to report high strontium levels at Fukushima ... Renewable Energy Generation (Britain) to build 6 waste-to-power plants with partners, including Caterpillar. Already building 1st 18Mw plant for ~$10M. Waste cooking oil feedstock. Total investment est. 36-40M Pounds. All online in '17 ... EIA lowered forecast of US oil production to avg. 8.42Mb/d in '14 (down 130K), 9.19Mb/d for '15 (down 100K). Due to this winter weather that delayed well completions ... China's Jan oil imports record 6.7Mb/d, up 12% yoy ... OPEC production up 28Kb/d in Jan from Libya increase ... Shell Eco-Marathon winners (Thai students) went 2,730 miles on 1 liter of ethanol. Race even held in Phillipine streets, not track ... Merchants Research, Consulting: world ethanol production down 2.3% in '12 yoy, under 70M metric tons. Up to over 72.5M in '13. Likely to hit 100M by '18. '13 production capacity ~95M tons. US, Brazil, China, India, Canada ~90% of production. EU gaining ... EIA est. current US ethanol production 908Kb/d ... AREVA opened 50Mw biogas plant in Netherlands. Waste wood feedstock ... Yamaha launched 2nd flex-fuel motorcycle in Brazil. All blends of ethanol OK ... S Korea to issue payment to Iran for crude imports. Japan has already. S Korea imported ~132Kb/d Iran crude in Dec, up 5% from Nov. India, China payments expected soon. Iran econ showing signs of recovery. French auto, av comps eyeing Iran trade deals "within weeks" ... Paz gas stations in Israel to recharge Nissan Leafs ... GCL-Poly buying 68% stake in Same Time (Hong Kong) for $186M. Same time to shift focus to clean/ren projects.

THURSDAY OPEN ... Market flat. WTI ~$100, Brent under $109 .... (stock #s in %) CDTI up 21. ZAAP up 18 on rebound. CCTC up 16. WEST up another 12. AMRS up 11. MKBY up 10 .... CERP down 34 on bankruptcy. ITRI down 16 on downgrade. EWRL down 16. WTWO down 14. SSOL down 11.

WEDNESDAY CLOSE ... Dow down 30, Naz up 10. Naz almost back to Jan high. Volume slightly heavy. Senate passed debt limit bill. WTI over $100, Brent under $109. NG $4.96 ... (stock #s in %) SRWRF up 7,667 on 272 shares. No news I've seen, though probably big reverse split. WEST up 40 to top line (200-day) on huge volume, 3-day surge matching late Sept. EWRL up 37 over bottom line (200) to bottom 50-day. OPTT up 32 more, another new high, double in 2 days on Lockheed deal. MGLT up 31, back above 50s to bottom 200. RNWEF up 30 on 100 shares, back to Sept tops. CSKH up 28. AQNM up 18, back over top line (50). SOPW up 16, day 2 of zoom off top lines on good volume. XDSL up 16. CPWY up 13. SLMU up 11. BFRE up 10 .... AWSL down 66 on 800 shares, back to bottom. GERS down 25. AMLM down 24, day 2 of fallback. VLNCQ down 22. CRCL down 18. USEI down 14. NAMG, GWBU, EVSI down 13. DSTI down 11, back under bottom lines (50s). ZAAP down 11, ditto. CSOL, ENSL down 11.

STUFF ... China launched $1.65B fund to reduce air pollution ... Britain's worst rainfall, flooding in 250 yrs ... Liquid-cooled supercomputers trimming power bills ... Stopping deforestation good biz sense: Unilever chief ... Audi blazing trail in biofuel production ... Study challenging claims wind power can change weather ... Warming oceans imposing new migratory risks on fish: study ... Entergy plans to keep wholesale nuke reactor fleet ... Colombia crude shipments to US falling ... Scottish Power may double size of 440Mw pumped hydro storage facility in Scotland ... For over a year, over 12K bls of bitumen mixed with water have seeped through several long cracks in Alberta forest floor near 4 Canada Natural Resources wells. $40M so far for cleanup. Suspected the comp over-pressurized the formation ... Traders expect palm oil prices to rise 14% this year to $808/metric ton: Reuters poll. Increasing demand for biodiesel. Also Indonesia, Malaysia mandates to boost domestic consumption of product. Those 2 countries could absorb up to 11% of domestic production ... ACORE, NASCAR, Lockheed partnering to promote renewable energy techs, careers ... NM inmates working in recycling program. Producing biodiesel for state agencies. Also fertilizer from food waste using worms, recycling old wood pallets for toys ... Ethanol dumped into wastewater system near Charlotte, NC ... Heating oil hitting over $4.50/gal in NYC area. Philly refinery down for maintenance no help. Shortage of NG, propane also compounding crunch ... CNPC discovered large NG field in Sichuan. Up to 440BCM, 308 technically recoverable. Could fuel China demand for 2 yrs ... Kuwait approved $12B to upgrade 2 oil refineries. Part of $106B econ development plan. Also plan to close old refineries, build new ones. Will increase refinery cap from 936Kb/d now to up to 1.4M ... EPA approved PSC Okla plan to retire last 2 OK coal plants by '26 ... Nissan Leaf global sales up 77% in '13 to near 48K cars. 45% of all zero-emission Vs sold in '13. 100K sold in 1st 3 yrs. Renault Nissan alliance now 63% share of zero-emission market ... DOE energy review won't include Yucca Mt ... OR issued series of permits for coal export terminal ... Chevron well fire still burning in PA ... Chick-Fil-A nixed use of antibiotics in chicken ... RWE sold 45% stake in its largest German offshore wind project ... EBRD lending $31M to Polish wind project ... NG prices climbed to over $100/TCF in some parts of New England recently.

WEDNESDAY OPEN ... Dow down 45, Naz up 12. Volume normal. WTI ~$101, Brent over $109 ... (stock #s in %) MKBY up 51, new high. SOPW up 18. BSRC up 15. CPWY up 13. OPTT up another 12. MMMW, SLMU up 11. WEST up 8. PLUG up 7 .... TMEN down 21. GWBU down 17. USEI down 16. AMLM, UBRG down 14. GERS down 12. CSOL down 11.

TUESDAY CLOSE ... Dow up almost 200. And Yahoo not playing nice. Can't even get to finance let alone portfolios. Try again later. Onward and upward.

STUFF ... China grid-linked solar capacity up 340% in '13 ... EPA conducted fewer inspections, pursued fewer civil, criminal cases in '13 ... Metro regions can reverse warming with cool, green roofs: study ... Deepwater Wind New England partnering with Alstom (France) for 30Mw wind project offshore RI. 6Mw direct-drive turbines. Hopes online in '16. Siemens did have 1st shot at contract ... Civil trial opened over Exxon refinery ... EIA map now shows individual oil/gas well sites in US ... Utilities' "death spiral" can be avoided by embracing distributed generation: analysis ... India to dispute US WTO charge of solar protectionism ... Chile clean/renewable capacity up 40% in '13 to 1.1Gw, ~6.3% of total power gen. Over 10Gw clean/ren projects in pipeline, half solar ... 4 dozen Brazil wind farms idle, months behind in grid connect. Brazil wind production to double this year. Also adding 6 mo to wind component local compliance requirement. Full nationalization of wind turbine manufacturing by Jan '16 ... Puerto Rico now mandates energy storage for utility-scale solar. Tacks on ~15% to costs. Est. will contribute to 1.5Gw storage by '17. P.R. also OK'd final PPAs with 6 comps to start solar projects. $63M saved. Will bring total clean/ren to 365Mw. Grid max 600Mw ... Globeleq (Costa Rica) to get $109M loans from 3 intl orgs including US Ex-Im for 50Mw wind project ... UPower (Honduras) 20-yr PPA for 2 50Mw wind projects ... 11Gw Brazil hydropower plant still facing delays ... Tidal Lagoon Power put in ap for 1st phase of $1.2B 320Mw tidal plant in Wales ... In Australia, oil comps pocketing much of $100M E10 subsidy intended for consumers. Policy set for '21 review ... Rosneft to build 2 shipyards to build ships, platforms for Arctic oil/gas exploration, development. Russia plans to spend $63B by '20 on Arctic development ... Indonesia to decrease coal production this year 6%. Target 397M tons, 24M ton drop. India coal imports on pace to grow 50M tons this year. S Africa may pick up slack ... Total sold 15% stake in offshore Angola block for $750M to Angola state comp. Angola to auction 10 new onshore blocks this yr ... Sun Ed (SUNE) to indefinitely close shuttered polysilicon plant in Italy right away. Also to move some of MO plant ops to Korea, Taiwan, Italy ... Canadian Solar (CSIQ) to report 1st profitable year since '10. 4Q shipments 605-620Mw. 1.9Gw for year. 4Q revs $510-520M. Gross margins 16-18%. Offering 2.6M new shares, convertible notes ... Marcellus drillers facing expanding EPA clean water oversight over wetlands degradation ... FERC lifted price cap for Midwest, Mid-Atlantic grid operators ... DOE approved 6th LNG export ap ... NY AG proposing ban on plastic microbeads in cosmetics ... Kraft switched to natural preservatives in popular cheese slices ... Nexterra Systems targeting 2 more UK advanced gasification plants this yr ... Scotland offshore wind project won suit v. Trump ... Fortum to invest $257M in India clean/ren ... Huaneng Renewables forceasts 50% increase in net profit in '13 ... German subsid of Borusan (Turkey) to build 207Mw wind in Turkey. 5 farms ... Origis Energy completed 2 solar plants, total 23.5Mw, in GA. GA Power PPA. Bank of Am finance ... IKEA to donate solar lighting to refugees with each LED bulb sold.

TUESDAY OPEN ... Market up 82/18/7. Volume normal. S&P back to top lines. DJI still short. WTI ~$100, Brent ~$109. Yellen talking. Repubs ready to raise debt limit ... (stock #s in %) OPTT up 61 on Lockheed hookup, new high. MDDD up 17, day 2 of swing back. CBEH, CRCL up 11. SOPW up 9 .... WTWO down 28, 4x rally over. PSPW down 21. NGLPF down 20. ECAU down 15, new low. XDSL down 15. CERP, UBRG down 14. MGLT, USEI down 12. ABAT down 9.

MONDAY CLOSE ... Market up 7/22/2. Volume slightly heavy. WTI ~$100, Brent down under $109. NG $4.57 .... (stock #s in %) ONYX up 200. ECOS up 100. PTOS up 38, back above bottom lines (50-days). NGLPF up 35, back above bottom 50s. PSPW up 27, above bottom 50s. MDDD up 26, reversing plummet. WEST up 21, over bottom 50s. WTWO up 16. HIIT up 14, new high, over triple since April. PLUG gap up 14 on order, volume. EVSI up 14. ENSL up 12. RVLT up 10 after reporting, breakout from 3 bottom lines. ABAT up 10. BLDP up 9, above all lines, up over 2x since April. GTAT up 9, new high, 2-day run up off top lines on volume. TSLA up 5, new high, on news .... HOKUQ down 66. USEI down 41. GERS down 33. CERP down 20. CABN, CBEH down 15. CRCL, GWBU down 12. AMEL down 11. ELON down 9, day 2 of plunge back to top line (50).

STUFF ... Bakken oil production to peak this year: geologist ... Duke Power got NC coal ash leak stopped ... AZ regulators to allow 3 utilities to apply for waivers to state rules requiring certain amount of rooftop solar installs ... $62M, 17.3Mw Nicaragua hydropower plant online midyear ... Cal sewage treatment plant 60% powered from 2.8Mw methane from sewage - 2 fuel cell units. Cost ~$17M. 15% power from solar array ... groSolar finished 3Mw solar farm on VT organic farm. Selling el to VT utils. Renesolar modules ... Global warming "pause" due to stronger Pacific winds: study ... Houston mayor: city to cut emissions 10% more ... Costa Rica likely to miss carbon neutrality goal by '21 ... India looking to switch 26M groundwater pumps to solar from grid, diesel. Savings ~$6B/yr just in subsidies. $1.6B investment next 5 yrs for 1st 200K pumps. Farmers must use drip irrigation to get subsidy ... Estonia plans 1.5Gw offshore wind construction start by '15. Country has invested $545M in 250Mw wind across Baltic states. Wind costs in Baltic Sea $1.4M/Mw lower than in Nordic Sea (higher wind) ... '15 subsidy cuts driving wind development push in Poland. Their wind cap up 34% in '13 after 41% in '12. Total now 3.46Gw. Est. 4Gw by yearend, 10% of total powgen. Est. $780M subsidy cut in '15 ... Possible distillate shortages drove oil prices up late last week ... N Sea Brent crude production to slip to est. 890Kb/d next month from 1M this month ... Libyan production down to 450-500Kb/d with new probs in western fields ... Bakken crude rail shipments down 13% recently (weather, rail wrecks response) ... Heating fuel supplies in Midwest lowest level in 20 yrs for time of year ... US penalizing near 3 dozen comps, persons in 8 countries for evading sanctions, trading with Iran ... Statoil moved '20 2.5Mb/d production target out 3-4 yrs. Reducing planned capital spending 8% through '16 to avg $20B/yr. Norway wants to attract large producers to compete with Statoil ... Oman to start raising $3B for rail line to move oil. Alternate to Hormuz ... Suncor's oil sands production hit record high recently ... Alaska's largest refinery to shut in May (economics) ... Woodside (Australia) to buy 25% of Israel's NG field for up to $2.6B. Delays with Australia projects ... Chesapeake to reduce capital expends 20% from '13 ... Coal plants starting up in Europe, NG powgen being shut down ... Ethanol RINs up to 50 cents/gal after EPA released '13 RIN data. Last week US Jan ethanol production down 5Kb/d ... $881M mandatory funding for energy in US Farm Bill ... US oil production last week of Jan over 8Mb/d. Up 15% v. '12. US oil imports down 9.2% in '13 ... Anadarko abandoned exploratory well offshore New Zealand. Will try somewhere else ... Lukoil should reach 400Kb/d at Iraq field by fall. Production start next month with initial 120Kb/d. Reserves est. 14B bls. Lukoil holds 75% of field ... India researchers developing low-temp process to convert plastic waste into liquid fuel ... Exelon considering closing some nuke plants in Midwest. Ops 17 reactors at 10 plants - 20% of US nuke fleet. Unprofitable because of switch to NG, "unfair" subsidies to clean/ren ... Brazil may turn to NG as drought cuts off hydropower (80% of total powgen) ... Temporis Ventis to raise 20M Pounds to invest in UK wind, hydro projects ... Cal drought threatening coho salmon ... Pollution, overfishing leading to crisis in Turkey waters ... UAE to disperse up to $59M of $350M clean/ren package in 2nd cycle ... Solarcentury to invest in next gen solar roof tiles ... Suntech won $264M suit v. ex-subsid Wuxi. Sale to be investigated ... Sun Ed to cut 335 workers in Italy, US ... Belgium clean/ren sector cut 1,250 jobs in '13 ... Philippine comp plans over $500M for 125Mw solar, biomass in P.I. ... Turkey-Italy consortium to invest Eur300M in 200Mw geothermal in Turkey. 2 100Mw plants ... OPIC to invest $250M in $1B clean/ren development ...Talesun (China) aims for 50Mw initially from Turkey solar JV.

MONDAY OPEN ... Dow down 52, Naz up 5. Volume normal. WTI ~$100, Brent Over $109 ... (stock #s in %) ECOS up 100. HIIT up 30, new high. WEST up 19. PLUG up 16 on contract news, volume. WTWO up another 16. QTMM, EVSI up 11. ABAT, GWBU up 10. RVLT up 8 after reporting. KNDI up 8 on volume. TSLA up 3, new high .... WWPW down 23. GERS down 22. USEI down 20. TMEN down 18. VLNCQ down 17. CERP, HOKUQ down 11. ELON down 6.

STUFF ... US imported crude getting re-exported. Commerce Dept granted 2 licenses to export crude to UK since last year, 2 more to Italy. Aps for export to Germany last month. Bureau of Industry, Security approved 120 licenses since Jan '13, most for exports to Canada ... Shell station on corner raised unleaded overnight 10% to $3.49 ... GUPC consortium warning to halt Panama Canal expansion work unless Panama pays $1.6B in overruns from Canal authorities allegedly gave builders incorrect geo info ... Pemex set to deliver 1st-ever light crude shipment to India - 500K bls - along with 1.5M bls heavy crude ... Venezuela agreements with Uruguay, Argentina allowing payments for oil in foodstuffs, other needed products (to get around currency, presumably, with recent "non-devaluation" in Venezuela) ... Canacol Energy (Canada) to invest $33M in Ecuador for oil/gas ops, $117M in Columbia. Est. production 11.5-12.5Kb/d this year ... Bolivia oil industry likely to see record $3B investment this year from state, private sources. State comp to invest $1.86B of it ... Argentina, France, Iran supportive of new Bolivia nuke program plans.

FRIDAY CLOSE ... Market up 165/68/23. Volume heavy. Naz back above 50-day lines. WTI ~$100, Brent over $109. NG $4.80 ... (stock #s in %) WWPW up 66, jump off top 200-day to over 50s to new high, up 6x from Aug. WTWO up 50. CPWY up 35, above all lines. AWSL up 26, 3-day double off bottom. TRKP up 19. AMLM up 19, steady climb since year start. CABN up 18. UBRG up 16. EWRL up 14. GTAT up 13 on news, new high. MKTY up 12, back above top lines (50s). ASYS up 12, new high. EFOI up 12, day 3 climbout over all lines. ACFN up 9 off bottom, hit bottom lines (50s). TSLA up 4, nearing Sept top .... POLR down 33. AQNM down 27. PPRW down 25. CSGH down 24, rejected again by bottom line (200). MDDD down 21, heading back to Dec bottom. MKBY down 18, day 2 of pullback. MMMW down 17, staying under lines. ELON gap down 16 on news. URRE gap down 15 on news, back to bottom line (200). CRCL down 14. USEI down 12. AMEL, CERP, EVSI, VLNCQ, WSGP down 10.

STUFF ... Okla Corp Commission approved cost recovery for 3 wind power contracts - 600Mw. To allow PSC OK customers to benefit from historically low wind energy prices for yrs to come ... Energy trends: India coal demand hitting super-critical levels. US NGL exports taking petrochem world by storm. Emerging profitability of light oil plays outside N Am (Africa, Asia) ... Mosaic (Cal), Sungage Financial (Mass) to loan funds to Conn residents who want rooftop solar. Conn Clean Energy Finance & Investment Authority providing initial $5M. 15-yr loans backed by power systems can be repaid in part by utility bill savings ... Hindustan Clean Energy got PPAs for 50Mw solar - 3 projects. Targeting 1Gw solar portfolio ... EIB lending Acciona (Spain) Eur120M to support research, development, innovation in clean/renew energy, infrastructure, water treatment ... Mainstream Renewables (Ireland) got enviro approval for 235Mw Chile wind farm. $500M project. Construction start early '15 ... Pakistan to commission 773Mw solar by '16. 22 projects ... Ireland to invest Eur26M in ocean energy by '16 ... St. Lucia, Turks, Caicos, Brit VI pact to replace diesel elgen with clean/ren ... Navilus Bay Development JV scaled back offshore UK wind project from 1.1Gw to 970Mw ... DOE awarded $30M to 12 hybrid solar projects ... Bavarian minister put moratorium on anticipated grid expansion (powerline) ... HIghly toxic coal ash leaking into Dan River in NC has been slowed after 4 days, but not stopped. 50-82K tons leaked. Duke says 27M gal contaminated water (also?) leaked into Dan ... Europe lawmakers trying to spur carbon emissions credits market, want stronger climate targets ... Israel creating water surplus with desalination (Cal ought to try it.) ... IMF chief calls for cutting fossil fuel subsidies, fighting climate change ... IG to assess EPA regualtion of fracking ... Puerto Rico estuary has high levels of toxins ... Dominion selling its unregulated retail el biz preferably this Q ... NG shortage warning in Cal ... Greenspan shooting down oil export talk ... Nev writing 1st fracking rules ... EC says subsidies up to Eur17.6B risk handing EDF excess profits, maybe illegal state aid for nuke project ... Aventine (IL) replacing 2 coal units with NG. Reduces sulfur emiss 6.5tons/yr. $12.5M. Install by May ... Spain high court sentenced 3 guys to 4 yrs jail for biodiesel fraud ... Extreme Biodiesel (Cal) set up mobile hemp-to-biodiesel unit ... German ethanol production up near 10% in '13 to 672 metric tons. Near 40% from sugarbeets, over 11% total beet crop. Rest from starch grains ... TX regulator sent warning to drillers about NG flaring ... Cal drought worst on record. May be worst in 500 yrs ... Azerbaijan to complete geothermal project in '15. Country's wind potential 4.5Gw, biomass 1.5Gw, geothermal 800Mw, small hydro 360Mw. Clean energy est. 40% share of powgen by '20. Wind 28%. 20% by end this yr ... Joilet IL buying 1.67Gwh of RECs next 3 yrs from Just Energy Group (Can). Wind power ... Siemens to supply 7 3Mw direct drive turbines for Germany wind project. Online 3Q ... Sumitomo used 16 recycled EV batts to store solar power. 600Kw system. Venture with Nissan.

FRIDAY OPEN ... Market up 26/15/5. Volume normal. Naz back to top lines. 113K Jan jobs, unemploy 6.6%. German industrial output down. UK's below forecast. WTI over $98, Brent ~$108 ... (stock #s in %) ECOS up 100. CPWY up 24. CRCL up 22. AMLM up 19. BFRE up 17. ASYS up 11 after reporting, new high. ACFN, GERS up 11. NORX up 10. AVAV up 9. HIIT up 4, new high .... VNDB down 50. HOKUQ down 44. USEI down 17. URRE, NAMG down 16. ELON down 15 on downgrade after reporting. MDDD down 13. AMPD, SPIR down 12. AMEL, WSGP down 10.

THURSDAY CLOSE ... Market up 188/45/21. Volume slightly heavy. WTI over $97, Brent over $107. NG $4.93 ... (stock #s in %) ... HOKUQ up 157. POLR up 50. WTWO up 33. GERS up 28. GWBU up 22. BSRC up 21. AMEL, AQNM up 18. EVSI, WSGP up 11. LYSDY up 10. BLDW up 7 (double bottom?) .... BHWX down 45. BFRE down 36. ENSL down 29. CSKH down 22. SLMU down 17. ZAAP down 13. SPIR down 11. dropped through 3 lines to top line (50-day). CRCL down 11. CERP down 9, new low.

STUFF ... Used Teslas going for up to $30K more than new ... NJR Clean Energy Ventures bought 20Mw $42M Iowa wind farm project from OwnEnergy. 25-yr PPA with MidAm Energy (Buffett). Online '15 ... Recurrent Energy switched on 88Mw solar in Cal, AZ. 6 separate plants owned by Google, KKR ... Virus killing 5M pigs driving hog prices up ... World food prices at 19-month low on drop in sugar, grains ... Iran willing to modify Arak reactor. They say ... Brookfield (Belgium) sold 80% stake in Biostoom biomass plant to Bionerga, partner ... DFJ - VC fund - withdrawing from funding clean tech ... FMO (Holland) leading $127M finance for 50Mw Honduras wind farm ... In UK, Anesco sold 20Mw solar farm to Balfour Betty (the Queen?) ... Next Era Energy Resources (US) signed PPA with Tri-State Gen and Transmission Ass for 150Mw Colo wind project ... BOEM approved Principle Power 30Mw floating wind project offshore OR. 6Mw turbines ... Israel approved 30 sites for wind development. 160 aps ... Great River Energy, Brattle Group presented innovative approach for compliance with EPA GHG regs ... EDP Renewables to use GE's "Wind Powerup" to increase power output of 402 GE 1.5Mw turbines at 5 US wind farms ... 3M joined China/US clean energy research partnership. Focus on greener heating/cooling for bldgs ... 91% Kansas voters strongly support clean energy. Last year, legislature tried to rollback renewable energy law. 2/3 would support increasing state's clean energy standard, even with $1-2 increase in bills ... Powerline for German wind farms facing public NIMBY resistance. 1 of 3 major expansions to country grid. Last week, protests in Bavaria over another powerline ... Retirement of several power plants in New England reducing power supply, driving up prices: region's grid operator ... Israel target to get 60% of transportation off oil by '25 ... In drought years Amazon emits more carbon than it stores: study ... Wash estuary restoration offers sign of carbon storage benefits: report ... Aquaculture to provide near 2/3 fish consumption by '30: World Bank ... 2 proposed Bakken-area oil pipelines canceled. Shippers' lack of interest. (Do they know Bakken will peak soon?) ... World Energy upgraded GA biodiesel plant with "Shock Wave Power Reactor" from Hydro Dynamics ... Scientists reporting new fast approach to develop biofuel not requiring farmland for food production. Streptomyces: soil bacterium known for making antibiotics. Makes, stores large amounts of oils - triacylglycerols (TAGs) - direct precursors of biodiesel. Manufacturers already know how to grow vast amounts ... ePURE warning EC against too much ethanol coming from Peru ... Marathon buying Cincinnati biodiesel/glycerin plant from Malaysia comp. 4.1Kb/d cap ... BDI-Bioenergy (Germany) refitted Greek biodiesel plant to multi-feedstock. Eur3.6M. Can now use used cooking oil, animal fats. Meets future EU standards ... Fracking depleting water supplies in US driest areas: report. Of 40K wells drilled since '11, 3/4 located in scarce water areas. 55% in areas with drought. 97B gal water used so far ... Shareholders of Exxon, Chevron, EOG, Occidental, Pioneer filed resolutions objecting to ways comps describe fracking risks, failures to reduce enviro, social impacts. "The tech ahead of the science": NYC comptroller ... Libya PM ordered army to seize 3 eastern oil ports still shut, restore exports. Army says what order. Most doubt army can do anything about it. And "bandits" in W Libya closed valve blocking 350Kb/d from reaching coast ... Usual bombs in Iraq ... Construction plans for mid-size geothermal plants booming in Japan. 1st geo plant since '99 to go online in April ... US '13 uranium production 4.8M lbs. Highest in 16 yrs. '03 bottom 2M. New mines in WY ... Lithuania filed 2nd lawsuit v. Gazprom over unfair NG prices since '04. Charged $470-480/cu meter v. Europe avg. $380. (Bad Gazprom.) ... Intl shipping turning to LNG ... US reps: N East GHG initiative model for nation ... Canadian Solar (CSIQ) selling 4th Ontario plant to Blackrock. 10Mw. Online 3Q ... 2 FWS officials repeatedly committed scientific misconduct to shrink habitat of endangered American Burying Beetle. (I wonder if they're the only ones committing scientific misconduct. And, of course, we worry for the American Burying Beetle.) ... Nuclear utility giants urge market changes to thwart closures ... Senators asked DOE to study how crude exports would affect gasoline prices ... Forest Service, USDA want to lessen wildfire risk. (Check out Cal's January.) ... Marine reserves often fail to protect species: study ... Russian poachers selling squirrels as house pets. (Only in Russia ...) ... FERC cited 6 power comps over '11 blackout ... Crude shipments causing Amtrak delays on popular route ... Judge ordered CITGO to pay $2M for TX refinery violations ... Doctors still advise against drinking tap water after WV spill ... Crews extinguished fire at NM nuke waste storage site ... Illegal chem dumping in ND oil patch hard to stop: authorities ... Subway to remove compound found in yoga mats from bread ... Mich governor seeks funding to fight invasive species ... France destroyed entire cache of illegal ivory. (I'm sorry, won't that kill more elephants?)

THURSDAY OPEN ... Market up 151/45/15. Volume a little light. ECB kept rates unchanged. WTI over $98, Brent ~$107 ... (stock #s in %) ECOS up 100. NGLPF up 42. BLDW up 18. AMSC up 10 after reporting. LYSDY, OOIL up 10. PEIX up 8 .... WTWO down 33. CSGH down 26. MMMW down 18 on news. LMRMF, QTMM down 17. UBRG down 16. GERS down 14. MDDD down 10.

WEDNESDAY CLOSE ... Market down 5/20/3. Volume normal. I'm thinking correction gets down to Nasdaq 200 day lines. Who knows. West UK storm washed rails into sea. CVS taking cigs off shelves. $2B/y revs. Godspeed. Twitter $243M revs in 1st report. NG $5.25. WTI over $97, Brent over $106. Jobs report at open ... (stocks in %) USEI up 109, day 3 of assault on volume. VNDB up 10 on heavy volume. AWSL up 66 off bottom. TMEN up 31 off bottom back to bottom lines. JUHL up 24 off bottom to over bottom lines. EFOI up 21. Breakout over lines! But no volume. QTMM up 21, volume on bottom. MKBY up 17, climbing out. WWPW up 17 off top 220-day. ZAAP up 16 looks like breakout on no volume. Over 50s. HIIT up 15, another move to top off 50s. EVSI up 12, could be bottom. MMMW up 12 on news. Ditto. AMBT up 10, bottoming? ENSL up 10. Cosolidating? .., ARTH up 10 on 50s .... HOKUQ down 64. ECOS down 50. CPWY down 31. PTOS down 28. AMLM down 242. TRKP, CSOL down 22. CRCL down 20. CLNE down 14 on volume . T Bone Pickens. Buy it. MDDD down 13. Think about it. VLNCQ down 12. CABN down 12 on news. BFRE, AQNM down 11. LTBR down 9. BSRC down 7. ABAT down 5.

STUFF ... Europe Parliament voted in favor of 30% clean/ren target for '30, binding national targets ... Sao Paulo's biggest water supply system could run dry in 45 days ... Ormat (ORA) got 3rd geothermal plant online at Kenya complex. Now 110Mw ... REC Solar sold residential unit to Sunrun. Unit grew 65% in '13. REC to focus on commercial market that grew 40% in '13. REC has 350 comm projects in 14 states. Sunrun can go after Solar City (SCTY) biz ... 3 comps fined total $93K for mislabeling crude oil in rail transit. Hess, Whiting, Marathon. Regulators also expanding to include corrosives, H sulfide, gas concentrations, more ... Admin announced 7 regional "climate hubs" to help farmers, rural communities respond to climate change risks including drought, invasive pests, fires, floods, etc ... US econ lost $50B from drought '11-'13. Mostly ag ... Acre of corn net US farmers avg $284 this yr (land owned). Veg ops using plastic covers can net up to $100K/ac. US farmland growing veg ~1.8M ac. in '12 from 1.9M in '02. 2.8M ac. in fruit/citrus in '12. Was 3.2M in '02 ... DONG to invest Eur4B in '14 ... Reykjavik Geothermal to raise $1.5B debt finance for Ethiopian project ... NRG unit to launch $300M debt offering to buy more clean energy assets ... Morocco secured Asian investors for $9B solar project in disputed W Sahara region ... aleo Solar (Germany) sold ops, Brandenburg factory, brand to SCP Solar (Germany) ... IBC Solar (Germany) to cut jobs in shift to non-Europe markets ... Vattenfall to invest Eur1.25B in wind power '14-'18 ... BLM undervalues coal leases: GAO report ... EPA gave TX agency authority over GHG permitting. 30-day comment. TX emits most of all states ... U of E Anglia scientist funded to study how Arctic sea ice reacts with atmos. 8 cubic meter chamber ... Climate change will increase UK's heat-related deaths 257% by '50: study ... S west England's severe floods continue ... UK GHG emissions up 3.2% in '12 ... Sattelite data raising questions about safety of oil sands extraction. Focus on polycyclic aromatic HCs (PAHs) - priority pollutants: EPA ... Nevada Hydro told FERC its making progress on interconnect issues for 600Mw pumped storage hydro project in Cal ... Nordex (Germany) sees its wind installs up 30% this yr ... WattJoule license deal with Battelle/PNNL for vanadium redox flow batt tech. Dec. deal with ORNL, U of Tenn. PNNL tech to help double energy density, widen temp range. 1st gen product "finished". ~3 yrs from market ... Green Charge Networks installed ~750Kw in 4Q13, ~1M installed now. 7-11, Avis, Walgreens among customers. Peak el shaving, demand charges focus ... Aemetix (AMTX) added distillation unit to 50M gal/y biodiesel, glycerin plant in India to meet EU biodiesel standards ... UC Davis developed process for cellulosic biofuel from farm, forest, muni green waste with levulinic acid ... Iowa AG says EPA can't legally cut RFS ... Congressional Black Caucus asking EPA to keep RFS under 10%. Food prices ... US coal industry produced 984M tons in '13. 1st time since '93 under 1B ... Arch Coal (ACI) 8th straight Q of losses. Stock down to $4 from $70 pre-recession. $35 3 yrs ago ... US burned 35M more tons coal for power in '13 v. '12 ... Nigerian oil comp suing Total, Samsung, others for exclusion from $200M local component of $3.8B floating oil/gas production vessel ... Japan utilities to step up LNG imports. TEPCO deal with Qatar - 60-90K tons/y '16-'18, 180K to '30. Toho 20-yr deal with Sempra for LNG from Louisiana project. Kansai 20-yr deal for MD terminal NG. Bottom line: Japan pressuring US to approve LNG terminals. Using Henry Hub prices v. link to oil prices ... Petrobras stock at 8-yr low. Down 25% last 12 mo. Much-hyped deposits offshore now big letdown. Rising debt ($112B). Govt interference on pricing, local content. Comes in last in free cash flow out of 113 oil/gas comps ... Shell started production from "Olympus" in GOM. "Mars B" field in 3K-ft water. Field ~60Kb/d in '13. Shell hopes for 100K. BP 28% stake. Discovered '89, production start '96. 770M BOE taken out to date, 700M original est. Shell says could last past '50 ... Rosatom (Russia) launched talks with Jordan for their 1st nuke plant ... World's largest solar thermal plant started operating 3 units. 392Mw for over $2B. NRG Energy. Mojave Desert ... NRG deal to power 75% of Brit VI island with clean/ren micro grid ... US el demand up 1.4% in '13. 1st gain since '10. Coal 39%, up 2%. NG 28%, down 3%. Clean/ren 13%, up 1% (33% with nuke). 1st increase in CO2 emiss since '10. CO2 down ~10% from '05, peaked in '07 ... DOE: spate of reactor closures threatens US climate goals ... "Sustainability" new VC buzzword. Making way into bond ratings ... Bees got short shrift in US farm bill. Buzz ... DOI to advance OR floating wind turbine proposal ... House GOP ruling out linking Keystone XL to debt ceiling ... Obama threatening veto of House bill offering more water for Cal farms (?!) ... Fed criminal probe into WV chem spill ... TX utility to reopen 3 coal plants early ... Global wind cap up 12.4% in '13 ... EPA: discharges of industrial toxins down 12% in '12.

WEDNESDAY OPEN ... Market down 56/47/10. Volume a little heavy. 175K new jobs in Jan. WTI over $97, Brent over $106 ... (stock #s in %) AWSL up 66. MKBY up 47. USEI up 37. QTMM up 34. CSOL up 28. JUHL up 24. EFOI up 13. EVSI up 12. PBKEF up 10 .... WTWO down 33. CPWY down 31. TRKP down 26. CSGH down 23. CABN down 22. WSGP down 18. BFRE down 14. AQNM down 12. VLNCQ down 10. LMRMF, XSNX down 9. CSIQ down 7.

TUESDAY CLOSE ... Market up 72/34/13. Heavier volume. US budget gap to shrink to lowest since '07: CBO. Congress passed $956B Farm Bill. Gross: day of getting rich on leverage over. NG $5.33. WTI over $97, Brent down under $106 ... (stock #s in %) HOKUQ up 288. PTOS up 56, maybe some kind of double bottom. WTWO, CSKH up 50. AMLM up 46, heading up since begin of year after 2nd bottom in late Dec. Go fig. AQNM up 40, crazy chart. ENSL up 34. WSGP up 28. BFRE up 20, punched through bottom 50s. AXPW up 17, also punch above bottom 50s ... PLUG up 15 on news. MMMW up 14 could be bottomed out. XSNX up 14, thinking about buying it. O yea, AMTX up 15. Not a clue. RSOL up 8 on news ... USEI down 30 on volume after yesterday zoomarama. BLDW down 25 certainly planting a bottom so far. WWPW down 23, fall down off top lines to top bottom line. NGLPF down 18, who knows. MKBY down 15, ditto. NAMG down 14 on news, certainly on bottom. INIS, PSPW down 13 (I'm getting tired). TMEN down 12. QTMM down 10. SSOL down 9. Flatline. Happy trailers, Pards. Watch out for the ice.

STUFF ... '13 37th consecutive year of above-avg global temp. Temp avg'd 58.3F, ~1F warmer than 20th century avg. Since '70, each decade avg. .28F warmer than previous decade. CO2 in atmos broke through 400ppm in '13. Last time was over 3M yrs ago ... Sun Ed Saud feasibility study for 3Gw solar manufacturing complex ... Tres Amigas grid project, National Renewable Solutions agree to transmit 500Mw NM wind power to Cal ... Sharp solar unit 9mDec revs up 86% yoy ... Natifa (Israel) got $100M bank loan for Ethiopian sugarcane ethanol plant ... Solar City (SCTY) expanding to Del, MD ... Vestas issued 20M more shares after profitable 4Q. Installed record 8Mw turbine prototype at Dane National Test Center ... Spain outlined plan to cut ~Eur1.8B/yr clean/renewable subsidies ... Israel shifting 350Mw clean/ren quotas to solar PV ... Upsolar (China) $20M investment in $300M Luxembourg clean/ren investment fund to support up to 200Mw low-carbon el techs ... New EU wind installs off 8% in '13 to 10.9Gw. Germany, UK 45% of total ... DOE announced new energy efficiency standards for external power supplies for laptops, cellphones, game consoles to convert el to lower voltage ... Study projects net increase in range, risk for malaria from climate change ... Rising sea damage to be more expensive than defensive walls: research ... No point in stopping climate change because "we're not God": Nestle chairman ... Tunisia included climate change in new constitution ... Prince Charles calls climate change deniers "headless chicken brigade" ... Japan utilities raising rates to cope with losses from nuke shutdown ... Leaking GOM NG well contained ... Most TX Railroad Commission candidates unconvinced on quakes link to fracking ... GA Power procured 50 of 60MW utility-scale solar targeted for '13, 6.6Mw of 11Mw for small-scale distributed gen solar, 26.4Mw of 34Mw for medium-scale dist gen solar. Remaining cap to rollover into '14 - 10Mw for utility scale, 12Mw for dist gen ... 3 new geothermal plants came online in US in past month. 2 in NV, 1 in NM. 3.44Gw in US now online in 8 states ... Bankrupted biodiesel plant in Spain set for Eur1M auction sale. Cost Eur70M to build near-new plant ... Est. over 6.3B next-gen biofuels cap now in development in world for projects complete in '19. 334 projects ... US Farm Bill removes subsids for rural biofuel blending pumps ... ePure (Belgium) filed complaint with EC v. US ethanol imports via Norway ... ~1M of 8mb/d oil produced in US are condensates. Oil export ban covers those coming out of ground as liquid. But not those stripped from NG. Now more condensate than chem plants, refineries can process. Stands good chance of getting export OK ... Nigeria mulling $20B project to pipe NG to Europe. They flare 2nd most NG in world - 10% of total - after Russia ... Hess to invest $5.8B in development this yr. Focus on shale in US, drilling in Ghana, Kurdistan, Malaysia, Norway, Denmark, Equitorial Guinea, Thailand, GOM ... Shell selling 23% stake in Brazil oilfield to Qatar for $1B. Field producing ~50Kb/d, 2nd phase 35K more, 3rd phase 28K ... Study shows no coal ash threat to drinking water at MO Ameren plant ... NC coal ash spill ... National Cooperative Bank (US) financed $82M for solar projects in '13. Worked with Strata Solar (NC) on 15 projects in NC for 94Mw ... Siemens to supply 64Mw for Blackrock TX wind project. 2.3Mw turbines built in US. Farm online this year ... Primus Power (Cal) got another $20M in round led by Anglo American Platinum (S Africa). Zinc-based flow batt tech. Primus expects to deliver systems next 12 mo ... Greenko Group (India) bought 70Mw hydropower project from India comp for $104M ... Boehner hinting at tying Keystone XL approval to debt ceiling. Or elim of health care provision said to bailout insurance comps ... Oil sands study found higher emissions than industry est.

TUESDAY OPEN ... Market up 62/18/7. Dow, S&P at top lines of 3-yr charts, Dow 1-yr bottom lines (200-day) holding so far. Volume normal so far. WTI above $97, Brent ~$106 ... (stock #s in %) HOKUQ up 36. AMTX up 28. BFRE up 17. GERS up 14. RSOL up 8 .... BHWX down 40. USEI down 27. TRKP, CRCL down 26. BLDW down 20. VLNCQ down 16.

MONDAY CLOSE ... Market down 326/107/40. Volume very heavy. DJI back to 200-day lines. Market's been due for pullback. And why not when a woman appointed to Fed. Just saying. Good luck all you women in power. The old boys sure don't want you to succeed and compete for their jobs. NG $4.90. WTI under $97, Brent ~$106. 10yr bond 2.58% ... (stock #s in %) USEI up 588. WTWO up 100. BFRE up 44. GERS up 40. CRCL up 36. PSON up 32. VLNCQ up 26. AMLM up 25. UBRG up 20. BHWX up 17. GWBU up 11. EFOI up 10. LSCG up 8 .... ONYX down 50. PTOS down 40. QTMM down 36. ABCE down 25. BLDW down 22. EWSL down 20. LEOM down 19. EWRL down 18. JUHL down 17. LMRMF down 16. EVSI down 15. MMMW down 12. LEXG, ENPH down 10. RSOL down 9. ELON down 8.

STUFF ... Cal to cut off water for local agencies in spring. Serving 25M folks, 1M acres farmland ... EPA voluntary climate programs helped avoid 365M metric tons of GHGs, saved ratepayers $26B in energy-related costs in '12. 21K orgs/comps involved ... NC official telling EPA authority to regulate existing power plant emissions under Section 111(d) of Clean Air Act limited if exists at all ... Australia tropical cyclone activity lowest in 550 yrs ... Bloomberg named to head UN effort to help cities to adapt to climate change ... Brazil extended forest-saving moratorium on soybean trading ... Cal cities could win $100K by cutting emissions ... Egypt Nile delta sinking beneath sea.... Limited study points to birth defects up up to 30% near fracking. Over 15M folks live within mile of well in US ... TransCanada tightened vapor pressure restrictions for pipes into US ... KIOR: RFS support necessary to continue advancement, commercialization of biofuels ... Vestas forecasting return to profit ... Conn locked in long term contracts with 2 of largest wood-fired power plants in New England. To save ratepayers $15M, diversify region's power sources. Not buying the power. State's 2 el utilities buying renewable energy creds ... Clean Line Energy Partners (TX) to build high voltage DC powerline to move 3.5Gw wind farm power from SE Kansas to Indiana, further east. 750 miles. Construction start in '16 ... US NG inventories 17% below 5-yr avg for date ... Damascus missing deadlines for sending out chem weapons ... Lebanon trying to form new govt ... E Libya oil flow may be stopped again soon ... Egypt forcing BG Group to divert NG slated for export to domestic use. Increased insurgent activity in Sinai may threaten Suez, oil pipe ... Tehran could increase oil exports 2-300Kb/d rather easily, but yrs to get back to pre-sanction level, a 1.2Mb/d increase ... Kurds seemingly stopped oil exports to Turkey. Baghdad stopped payments to Kurds. 700-1K killed in Anbar in Jan, over 140K fled. Iraq returning to OPEC production quota system ... China coal use to increase 1.6% in '14 to 3.8B tons. Oil demand to increase 1.8%. NG 14.5%. China auto sales up 14% in '13 to 20M. 100 cars/1K folks (800 in US) ... China's 1st coal-to-oil project made 866K tons oil products last year. Makes ~17Kb/d with ~10K tons coal/day. Over $2B invested ... Venezuela oil shipments to US @ 792Kb/d, nearing lowest level in 28 yrs ... Japan trade deficit up 65% in '13 to $112B from fuel imports, weaker Yen ... API: exporting US crude could save US consumers $6.6B by '20. (Call me a doubter.) ... TX poised to supply Cal with oil via tankers through Panama ... Valero to spend $730M to upgrade 2 TX refineries to add combined 160Kb/d cap, allow more light crude refining. 485Kb/d total cap now ... Carbon intensity of corn ethanol (GHGs v. volume fuel produced) falling. Avg CI of gasoline from fossil increasing ... Shell spending at least $10B on floating NG liquefaction ship being built in S Korea ... AEP buying NG fields in Utica Shale (OH) from Hess for $924M ... ND Gov wants 375-mi NG pipeline in state to collect flaregas. WBI Energy Transmission to build NG pipe to connect Bakken with NW Minn. Online late '17. (Need it NOW.) ... S Korea to build 2 nuke reactors for over $7B. Start this Sept, online end of '20 ... Brit goal to be among world leaders in EV, hybrids with Go Ultra Low program ... EPA draft may tighten ozone standard to 60 PPB ... EPA wants more scrutiny of WY coal gasification project ... 500 dolphins found dead in Peru ... Drug trafficking threatening Central Am rainforests ... Scot wild salmon under siege from sea lice: report ... DOD unit that finds energy solutions in field to stay operational after leaving Afghanistan ... Smelting plant spilled thousands of gallons of chems into Columbia River ... S Korean crews cleaning up oil after pipeline cracks off coast ... SC State U added center for energy studies ... Iowa ethanol industry (41 operating plants) made 3.8B gal in '13 ... Allete Clean Energy (ALE) bought 231Mw of wind farms in MN, IA, OR from AES for $27M. (~12 cents/w by my math!. Maybe misprint.) ... Pakistan inaugurated 660Mw coal power project. $1.6B. Online '17 ... Wpd (Germany) building 2 wind farms in Ontario. 14.4Mw total. Senvion turbines (formerly REpower). Both expected online this yr ... Novozymes says India market may boom ... JFE started on 26Mw solar plant in Fukushima for health foods comp. Online '15 ... Banks have cap to meet '14 offshore wind project finance demand ... RGS Energy - Colo solar installer - filed to raise $200M from debt, equity ... TAQNIA fund (Saud) took 50% stake in Sun & Life ... Chile Atacama approved 130Mw new solar ... BWE: German onshore wind cap up 3Gw in '13 ... Solar3D bought SUNworks. Both Cal comps ... Etrion, Hitachi to build 34Mw Japan solar. 2 projects ... Suntech signed restructure deal, dismissed involuntary US bankruptcy filing ... NH, CO legislatures rejected anti clean/ren law.

MONDAY OPEN ... Market down 150/36/14. Dow at 200-day (bottom) lines. Naz under top lines (50s). Volume a little heavy. US manufacturing down on freezes, China manufacturing down, UK up. WTI over $97, Brent under $106 ... (stock #s in %) BFRE up 130. WTWO up 100. USEI up 88. GERS up 40. PSON up 32. VLNCQ up 28. AMLM up 25. BHWX up 17. XDSL, TMEN up 14. TRKP up 12. CREG up 9 .... PTOS down 48. CSGH down 27. ENSL down 21. EVSI, EWRL down 15. SZYM down 3 after new high.

LATE STUFF ... NG prices to remain steady next 20 yrs: study ... US study: Keystone XL won't add to climate change. (Look to it being approved.) ... US Republican leader sees Senate raising debt limit without strings. (There's still the House.) ... Crude oil tanker hit S Korea jetty ... S Africa coal-fired power share may fall to 50% by '50. Over 80% now. Currently building 2 coal plants expected to be world's 3rd & 4th largest. Goal of 3.7Gw clean/renewable by '16 ... Softbank clean energy unit to enter retail power biz this year to sell solar, wind. Plans 290Mw by end of FY '15 ... Intl poverty line under $2/day. (Think about that.) ... Life expectancy in S Africa under 50 yrs. Only Chad is lower ... NG back under $5 in US ... US LNG exports to start rolling this year with completion of Dominion plant ... US solar industry employs more than coal, NG industries combined. Onward and upward, pards.

FRIDAY CLOSE ... Market down 149/19/11. Volume very heavy. Naz 50-day lines holding. Brent fell below $107 ... (stock #s in %) ECOS up 100. BFRE up 67, back to bottom lines (50-days). EWRL up 44 off bottom line (200-day). SZYM up 32, 2-day rocket off bottom line to Aug top on news, volume. TRKP up 32 off bottom to bottom line (50-day). BHWX up 30 to bottom lines (50s). LMRMF up 26, top line (50) holding. NGLPF up 25. CSKH up 20. ELON up 17, new high, closing in on 2x in last few weeks. MGLT up 16. CABN up 15. PSON up 14, crossed over bottom lines (50s). NAMG up 10 .... CGYV down 52. AMLM, AQNM down 25. AMTX down 19, back below bottom lines (50s). UBRG down 16. MKBY down 14. CERP, ENSL, VSPC down 12. LEXG, MKTY, TMEN down 10.