STUFF ... Ice caps melting, Arctic sea ice collapsing, water supplies coming under stress, American west mountain snowpack declining, heat waves, heavy rains intensifying, coral reefs dying, fish, other creatures migrating north or going extinct: new UN report. 2nd of 3. Oceans rising, becoming more acidic. Organic matter frozen in Arctic soils now melting, decaying into GHGs. World food supply at considerable risk. Climate change already having sweeping effects on every continent, likely to grow substantially worse unless - unless - GHG emissions are brought under control ... Driller wants to use '61 PA law to drill under property of 4 holdout landowners ... Wisc granted comp amazing latitude to mine iron ore, fill in pristine streams, ponds with mine waste. Eliminated public hearing. Supporters donated $15M to Republicans to get law passed ... Total in talks with Lukoil to form JV to develop shale oil in Russia Siberia. Russia's 10Mb/d production expected to drop 1M by '20 unless they frack or go offshore Arctic. USGS est. Russia shale oil 80-140B bls ... Cal to distribute cap-and-trade proceeds back to residents. (What a missed opportunity to put it into more clean energy. O well, pandering to voters. What can you expect?) ... India's tea producers struggling to cope with climate change ... Cal cities, towns developing climate action plans ... Tryba Energy targeting up to Eur50M investment in clean energy after '13 project cancellations ... Japan Intl Coop Agency to increase cofinance for clean energy in C. Am, Carib to $1B. Partnering with Inter-Am Development Bank ... Sun Capital closed buy of MO smart meter maker Aclara from ESCO ... MN PUC approved Geronimo Energy 100Mw solar project. To sell to Xcel Energy ... Cool Planet closed $100M series D to finish 1st cellulosic biofuel plant in Louisiana. 10M gal/yr full cap in '15. Plans hundreds of plants worldwide ... Apex Clean Energy (VA) bought up to 550Mw wind power plants from Nordex, juwi ... UK Green Investment Bank to take 10% stake in RWE Innogy offshore wind project for 220M Pounds, take 50% stake in DONG Energy offshore wind project for 220M Pounds. $767M total ... GE to buy majority stake in 230Mw Japan solar project. Cost est. $778M ... Brazil to hold solar auction this yr ... LDK Solar reached agreements on debt restructure ... DOT: lack of industry input on Bakken safety testing ... TX regulators hired seismologist to examine fracking-linked quakes ... 1.1M oil/NG wells in US ... Air monitors in Uinta Basin (UT, CO) recorded ozone over fed limits 3 yrs in row. Monitors don't meet EPA standards, can't be used for enforcement ... WY suing EPA over regional haze plan ... Feds allowing oil to flow again in south leg of pipe ruptured in Ark a while ago ... UN court banned Japan whaling ... Tarballs from Houston washing up 200 miles away ... No more contamination found from Lake Mich spill. (Our old friend BP.) ... Illegal coal mining thriving in Poland ... TSLA says will source raw materials for batts in new factory from US. (Where's US lithium?) ... MD Senate cleared bill permitting farmers to use conserved land for clean energy ... GE: fuel cell tech boom hampered by need for platinum ... Highest ethanol prices since '06 on rail transport bottlenecks ... Jan Bakken production 871Kb/d, down from 911K Dec. Weather ... Questions rising if Eagle Ford has peaked ... Libya el minister, just returned from 30-yr exile in Canada, seems in charge of country when not busy keeping the lights on. OIl production down to 150Kb/d. Hardly enough to keep the bakers baking ... Angola production now 1.69Mb/d. Set to peak in '16 at 1.9M. Then fall to 1.77M in '17 ... Shell shut down 400Kb/d Forcados crude export terminal in Nigeria. Force majeure ... Swiss oil field service comp reducing ops in Venezuela. "Serious liquidity situation." Govt took step toward easing strict currency controls ... Iran started up 1st-ever floating NG condensates export terminal in Gulf. 600Kb/d cap ... China's liquid fuels demand est. to reach over 11Mb/d this yr ... Russia GDP $2T ... Japan utility restarting 1Gw coal plant project ... U of Mich, Princeton researchers found new mag behavior. Could help nuke fusion reactions easier to start. 100M degrees C required for commercial fusion. Do the work, kids ... Myanmar granted 10 shallow water offshore blocks, 10 deepwater licenses ... Thailand's petro major about to begin 300MCF/d NG production offshore ... Kazakhstan's top uranium producer (world's top) going to Africa ... Argentina reducing utility subsidies ~20%. Incentives for responsible use. Govt to save up to $1.6B ... BLM OK'd 45Mw expansion of NV geothermal plant ... 2 more NG units online this yr at NG peaking plant in Bakken ... NTPC (India) more than doubled solar cap to 75Mw. 3 new plants - 45Mw - ready to op. Comp has 43Gw cap, most coal. Plans to develop 1Gw clean E by '17 ... Sorry so late pards. 138th Reds opening day in Cincinnati. Play ball.

MONDAY OPEN ... Market up 108/47/14. Volume light. Naz back to top lines (50s). WTI under $!02, Brent under $108. Yellen support for low rates ... Euro inflation lowest in over 4 yrs ... Japan industrial output down ... New Afghan president. Erdogan reelected in Turkey ... Ukraine rejected Russia proposal ... (stock #s in %) BIOF up 95, on news, volume, new high. CRCL up 32, new high. KIOR up 26, maybe not bankruptcy coming. USEI up 24. GERS up 20. CLNT up 18. CERPQ up 16. BLQN, NGLPF up 15. AMLM up 14. ENSL up 11. GSFVF up 10 .... CSGH down 20. ASPW down 14. NORX down 13. LEOM, WSGP down 12. GPRC, CDTI down 10 after reporting. WWPW, NAMG, EWRL down 10. CCTC down 5, new low.

STUFF ... Kansas House turned back another attempt to repeal state's RPS ... Petronas, Shell, Conoco discovered new oil offshore Malaysia ... Petrol Exploration (Pakistan) may have significant new NG/condensate discovery ... CNOOC new NG discovery in deepwater S China Sea ... Brit Geological Society report to show potentially huge hydrocarbon reserves in Kent, parts of Sussex. May equal up to 1/3 of N Sea ... Tullow Oil 1st comp to disclose payments to govts by project, worldwide. EU law to require that comes into effect next year. API lobbying to weaken similar US law ... Happy trails, pards.

STUFF ... DOE pulled funding for Bluefire (BFRE) $300M cellulosic biofuel plant in Miss. BFRE to appeal ... NRG entering residential solar market ... S Africa intends to add 9.6Gw nuke power. 21 other African countries thinking of pursuing nukes. Kenya, Nigeria most serious. Over 600M Africans off grid, under 10% of households on. S Africa has 2 operating reactors, supplies ~5% of country's power gen ... REC Solar completed 1Mw solar plant for Cal farm ... Ormat to supply $254M of geothermal gear for 330Mw Indonesia plant. Ormat to own ~13%. $1.17B plant. 3 other comps helping to build. Construction start in '16. Japan Bank for Intl Coop, Asian Development Bank, 6 other lenders financing. Ormat also selling Cal solar farm for $35M to RET Holdings ... Open Hydro to install demo 4Mw tidal energy plant in Fundy Bay Nova Scotia. World's highest tidal surge. 2 turbines deploy in '15. Eventual 300Mw expansion ... US wind power industry forecast to reach $18.9B in '18: Fredonia Group ... EBRD to prioritize clean energy, energy efficiency in Eur1B Ukraine aid plan ... Macquarie optimizing solar assets in 120M Pound UK deal ... China's Guizhou Province earmarking $4B for 61 clean energy projects ... United PV Group (China) completed buy of 2nd solar project in Inner Mongolia. 2 more to go ... GDF Suez bought West Coast Energy (UK), wind farm developer ... Missouri county withdrew support of clean energy powerline ... Global wind power installs fell 20% in '13 to 36Gw. China led with 16Gw ... TRIG bought 2 new solar plants in UK for ~ combined 36M Pounds ... GCL-Poly secured $805M credit line from China Development Bank to finance solar projects ... Solar World reduced '13 loss ~2/3 to Eur228M. Revs, shipments down.

FRIDAY CLOSE ... Market up 58/4/8. Volume slightly light. WTI over $101, Brent over $108 ... (stock #s in %) PTOS up 69. CERPQ up 38. CSKH up 33, may be double bottom. POLR up 33. AMLM up 28, top lines (50-day) held. CSGH up 27, back over top line (200-day). CGYV up 23. ZAAP up 20. BFRE up 20, intraday double. NORX, PSPW up 18. UBRG up 13. OOIL up 12. CSOL up 11 at top line (50). PEIX up 10, reversing slide from top. AMTX up 7, near top. KIOR up 6 off bottom, volume. CJES up 4, new high .... PWDY down 34. FNVRF down 19, back to bottom line (50). GERS down 16. BSRC, EWRL down 12. CREG, LTBR down 11. CCGI down 10. EFOI down 9.

STUFF ... US could release 500Kb/d oil from strategic reserve, drop oil $12/bl if Sauds also raise production. To punish Putin up to $40B. Obama meets with Sauds tomorrow ... SPWR expects 300Mw sales from China plant this yr. Also sold 70Mw of low concentration PV to China JV. 20Mw, 100Mw projects online in '15 ... Chile had 18Gw clean energy online, in construction, projects approved or under review yearend '13. Up 39% from '12. 2 main grids, 99% of total power gen, use 17.5Gw. (Do that math.) ... PG&E to face fed criminal charge for '10 NG pipe explosion in Bay Area. Util's past practices violated Pipeline Safety Act ... Con Ed tops list of NG pipe leakers: report ... BP upped est. of Lake Mich spill size ... $1.4B refund to Cal ratepayers for San Onofre shutdown ... Exxon refinery sold tainted fuel: official ... CREE set new LED efficiency record ... Bankrupt firm dumped 1M jars of peanut butter into NM dump. (Do I need to say it? Yeah, starving kids in Africa, elsewhere. Maddening. Tho, maybe it was tainted.) ... OH lawmakers, utility push to "pause" energy efficiency mandates ... Indiana gov allowed short-lived energy efficiency program to lapse ... German utility seeks approval to close nuke plant early ... Canada granted 4 new LNG terminal licenses ... $60B transmission improvements on tap for investor-owned utils: report ... Shale oil production still profitable if oil price drops. (Um, connect that to SPR/Saud idea.) ... Boston folks can now find if neighborhood NG pipe leaks. (Online.) ... Heartland Institute claiming rising CO2 levels will help world more than hurt. (Plant growth.) ... NY launched $4.9B trans resiliency plan ... Calif to protect net metering for 20yrs for existing solar owners ... Regulators ordered talk start for proposed $250M Minn solar project v. NG projects ... Flooding, rising temps posing multiple probs for Mekong region: study ... Southern Co to disclose near-term moves to reduce CO2 emiss ... Improved prediction model could boost wave energy prospects ... UK GHG emiss down 2% last yr ... UK clean energy power gen up 28% '13. 14.8% of total from 11.3% '12. '20 target 15% of all energy use, 30% in powgen. Clean gen cap 19.4Gw end '13 from 15.5Gw '12 ... Antarctica ozone hole threatening elephant seals ... Entire US NG system could be subject to new EPA regs for methane. (Oil next.) ... Solargis.info (GeoModel Solar) has world map of direct normal sunlight. Chile, W Australia win. SE China (pollution?), N UK (and that lat and higher) lose (same down south) ... Soitec medium-concentration 44Mw PV S Africa project achieved full commissioning on 50% total cap. In US, Soitec sold 7Mw Cal project to Invenergy ... CPV survivors: Suncore, Soitec, Solavia, SunPower (SPWR), Magpower. 80% of mart. Heliotrop (France), Semprius (US) still in. Near 154Mw CPV installed world. Global Data sees 358Mw total end '14, 1Gw by '20. Industry sees boost to 40% system efficiency next 3 yrs, 35% now, to $1.77/w ... Panasonic hesitant to commit to TSLA super batt factory ... German clean/ren target 40-45% by '25. 55-60% by '35. 25% now. Coal, lignite 45.5% of powgen last yr, up 1.5% from '12. Nuke power dropped to ~15% from over 20% at Fukushima. (Maybe I don't get it, but Germany dropping nuke power seems stupid. Clean 24/7 E. What the heck. Does German coast get 50-year tsunamis? And Angela a physicist!) ... Europe el prices 2x US' ... Purdue researchers launched spinoff with innovative cellulosic processes. Spero Energy ... GEVO 35 cent/sh '13 loss. $24M in bank. Added ethanol production. Forecast $45M revs '14 v. $36M. Zero debt ... FTC proposing changes to over E10 labeling ... Argentina submitted WTO claim v. EU anti-dumping tariffs ... MOL (Hungary) bought 14 offshore N Sea licenses from BASF unit. $37M. Included joint explore, production in Mideast. 28M boe reserve increase. MOL production dropped 10% '13 ... Gazprom wants 15% global LNG mart '30. Sold 1st LNG '05. 148 since to 12 countries.

FRIDAY OPEN ... Market up 146/43/14. Volume a little light. Dow, S&P top lines (50-day) held. WTI over $101, Brent over $108 ... (stock #s in %) BSRC up 33 off bottom lines (50s). CSGH up 21 to top line (200-day). PSPW up 21. SSOL up 15. HYSR up 13, up over 6x this month. OOIL up 12 to bottom lines (50s). CERPQ, CSOL up 11 (at top line - 50). MKTY up 10, resuming climb. RNWEF up 9, top line (50) held. RBCN up 8 on news, reversing slide, up over top lines (50s). SCTY up 4 on upgrade, reversing slide, bottom lines (200s) held. TSLA up 3 on news, reversing slide, top lines (50s) held. NENE up 6 off bottom lines (200s) to bottom 50 .... BFRE down 37. MMMW down 21. JUHL down 18 off top after climbing 4x from early Feb. PWDY down 18, new low. CABN down 17, new low. GERS down 16. UBRG down 13. EWRL down 12. MDDD, USEI down 10. SPIR down 9. KIOR down 9, another new low on the way to bankruptcy.

THURSDAY CLOSE ... Market flat, mixed, Naz hit again, down 22. Naz slightly heavy volume. Japan big banks to raise pay, 1st time in 19 yrs. WTI over $101, Brent over $107. Connecticut lifted min wage. Crimea UN resolution barely passed ... (stock #s in %) USEi up 60. NGLPF up 25 off 3 bottom lines. GERS up 20. TMEN up 19. JUHL up 18. BFRE up 17. LYSDY up 15. EWRL up 14. MGLT up 13. ZAAP, EVSI up 12. CNTO up 10. ACPW up 6 .... CSKH down 40. ECOS down 33, volume. CERPQ down 27. POLR down 25. CSGH down 22. PTOS down 19. SSOL down 18. KIOR down 18, new low, volume, backruptcy up the road?. QTMM down 13. ENSL down 12. ALTI, CSOL, MKTY, ZNNMF down 10. You do the charts. I had chat with gov's office. Happy trails, onward and upward, vaya con dios.

STUFF II ... Tropical Pacific Ocean acidifying more than expected from climate change over past 14 yrs: NOAA, U of Wash team ... Rising temps = rise in unstable nations: science panel ... Gender equality pushed for in climate finance ... Cal could save up to $1B/yr in power gen costs, meet clean/ren energy goals if power lines built to access WY wind power: Fed study ... US govt warned lower Fed biofuel targets this yr would result in higher GHG emissions ... German scientists bundling clean energy sources for "virtual" power plant ... Disasters cost world $45B insurance losses in '13 ... Climate change introing Scot wine ... Each PA shale gas well costs $5.4-10K damage to state's roads: Rand ... Map of NG pipeleaks in Boston should spur legislative action ... San Antonio utility seeks grid stability through demand response program ... OIl/gas industry committing near $2M to fight Colo anti-frack ballots ... New oil rail car production could start in Jan: BNSF. (Greenbriar?) ... NRG Energy (NJ) bought rooftop solar installer Roof Diagnostics Solar ... SMA Solar (Germany) Eur67M net loss '13. Wider than expected. Expects over 30% rev rise in '14. Sees up to Eur20M operating profit '14. Eur 300M on R&D last 3 yrs ... China, Japan to be ~44% global PV installs '14 ... Concerns proposed power line under N Sea between Germany, Norway to trade clean power won't ever make money. 387 miles, up to Eur2B, 1.4Gw, online '18. Need of capital market that pays for backup power ... Crude stockpiles along US Gulf coast over 200M bls. Most since EIA began tracking ~25 yrs ago ... Reports that NG exports from Russia to West beginning to slip. (Spring has sprung.) ... Libya crude production down another 150Kb/d. Production halted in ENI-run field ... Major oil service comp pulling out of Venezuela. Not getting paid. Duh ... Russia had 1,688TCF NG reserves Jan '13. No nation had more. Iran 1,187. US 273 (Yea, we'll rescue Europe again.) ... Overall Ukraine energy subsidies ~7.5% '12 GDP. 1 of highest energy usage on continent. Their clean energy less than 1% of total elgen ... World crude '13 production without US shale back to '05 (73.6Mb/d). World crude production decline 1.5Mb/d from Feb '12 ... Solazyme launched drilling fluid production, going for $150M debt/equity raise ... Grand RIver Dam Authority (Okla) signed PPAs for 2 new OK wind farms in development. 136Mw, 98Mw ... Japan to guarantee debt for 2 geothermal projects. 5Mw, 400Kw ... One Roof Energy got $31.5M in latest VC round. Morgan Stanley, Hanwha backing. Rooftop solar .. Nest facing $5M lawsuit. Cal customer says they pushed up his el bill ... Deepwater Wind proposing 200Mw wind offshore Long Island. Deepwater ONE ... Guangyu (China) took 50% stake in Elkem Solar (Norway) for $200M. Solar-grade silicon ... Greencoat UK Wind targeting new investment after 126.5Mw 1st year. 6 farms. After 260M Pound IPO ... Cape Wind got $400M more finance. Total now $1.3B. $2.5B cost. Latest from France.

STUFF I ... Ukraine talks with Slovenia on importing NG from EU ... Rosneft discussing taking stake in Exxon's Kurd blocks ... Abengoa to up R&D spending to over Euro426M this yr ... Chinese rush to grab Japan solar market share may spark trade war: Chinese regulator ... SSE (UK) slashed offshore wind portfolio almost 5Gw. ROI sucks ... India solar installs to flatline in '14 for 3rd yr in row at ~1Gw ... Lanza (New Zealand) raised $52M in series D. Waste gas-to-fuel ... SCTY $250M finance structured by BoA, Merill Lynch ... CSUN to sell idle subsidiary for $37.7M.

THURSDAY OPEN ... Market flat, mixed, indeces all on or under top lines (50-days). Volume normal. WTI over $101, Brent over $107. Gold under $1.3K ... (stock #s in %) USEI up 76. EWRL up 24 after hitting new low. PWDY up 24. GERS up 20. BFRE up 17. JUHL up 16. LYSDY up 15. LMRMF up 14. MGLT, TMEN up 13. ZAAP up 12. ABAT up 10 .... CSKH down 40. CERPQ down 19. QTMM down 18. KIOR down 16, new low, volume, headed for bankruptcy probably. CSOL down 10.

WEDNESDAY CLOSE ... Market down 98/60/13. Heavy Naz volume. Naz dip below top lines (50-days). WTI over $100, Brent under $107. US capital goods orders signalled slower investment. Fed barred shareholder payout plans of Citi, 4 other banks after stress test ... (stock #s in %) ECOS up 200 on volume. PWDY up 42 off bottom. BFRE up 36. SENY up 22. CSGH up 18. EFOI up 15, nearing Oct tops. POLR up 14. USEI up 12 on volume. QTMM up 11. NORX up 10. WWPW up 9 .... CERPQ down 58, new low with volume. That's bankruptcy. CRCL down 26. EWRL down 25. PLUG down 24 after yesterday zoom. AMLM down 24. BLDP down 22 after yesterday jump. LMRMF down 22. KIOR down 21, new low on bankruptcy expectation. HYSR down 20 after yesterday zoom. FCEl down 17 after yesterday feul cell mania. IFXY down 15. JUHL down 14. ZAAP, MKTY down 13. AMTX, HSOL, LEOM, SZYM down 11. SZYM on news. AMTX day 2 of profit taking after new high, still double from Feb. HSOL back under bottom line (200). LEOM back to 3 top lines. SZYM gap back under top lines (50s). AMSC down 9 through bottom lines (50s). CNTO down 9 back on bottom. AMRS down 8, just over top 200-day. BIOF down 8, back on top lines (200s). CSIQ down 7, between bottom, top lines. CSUN down 7, below bottom lines (200s). FSLR down 5 off tops (Maybe buy back at low 60s).

STUFF ... EU has over 5.5B bls proved oil reserves. Production over 1.8Mb/d. 8 yrs, 2 mo of oil. Imports over 8.6Mb/d. They have under 2TCF of NG, produce 164BCM/yr. 11 yrs, 11 mo of reserves. Imports over 420BCM/yr ... NG supplies 11% of German energy. ~35% from Russia. Shale deposits could supply almost all NG from Russia. Govt last year rejected fracking. They want 40-45% clean energy by '25. Now 25%, up to 50% on optimum days. 69% of folks support. Wind/solar has lowered el prices 32% since '10. GHG emiss down over 25% from '90 levels, beating Kyoto ... SPWR got 70Mw supply contract for 2 projects in Inner Mongolia ... Uranium prices at 8-yr low. ~$35/lb. No more supply from Russia weapons. 68 new reactors in construction in 13 countries. Japan may restart theirs. World reactors to use ~150M lbs this yr. Mines to produce under 132M. Prices too low to make money, production slowing. Price forecast of rise to $57/lb this yr, $65 next. Forecast demand up 33% by '20, 2x that by '30. URRE a player ... 18Mw biomass plant to reopen in Cal. Quake damage in '10. VSPC to supply feedstock - Giant King Grass. Wood waste feedstock too. Another 16Mw plant there designed to gasify cow manure to be converted to make advanced biofuels using VSPC GKG. GKG BTUs/lb ~12% below coal, yields up to 10x tonnage/ac v. corn stover, can grow on marginal land ,,, Moderate to exceptional drought still in 64% of TX ... No tech barrier to advancing regs on shipping emissions: study ... Europe power prices dropped along with pollution permit costs ... Oil spill into Lake Michigan from BP refinery. Winds keeping oil on shore, cold weather helping containment ... Pemex wants to keep 83% of Mexico oil reserves ... Driller pled guilty in OH fracking waste case ,,, 1st time global solar installs (36.5Gw) more than wind (35.5Gw) in '13. Wind's weakest yr since '08 ... Installed PV solar price forecast down to $1.21/w by '23 ... Suez Enviro (France), China partners to build incinerator in China to burn over 33K tons/yr hazardous, med waste to make steam, power ... EU research found rapeseed cake animal feed reduces both methane, CO2 emiss 6-13% each. Increases amount of feed digested up to 10%, reduces fermentation in gut up to 12%. (Maybe we won't need fart bags after all.) ... German '13 biodiesel exports up 20% to over 430M gal in '13. Imports down to 168M from 228M (tariffs on Indonesia biodies) ... NJ court ruled Christie admin violated state law in way it withdrew from regional cap-and-trade program (RGGI). 60 days to amend, repeal state clime change regs ... Over 100K new solar roofs in Netherlands in '13. Total Dutch installed solar up 82% in '13 to 665Mw ... Bluegrass NG pipeline can't use eminent domain: judge ... Kansas Senate voted to repeal RES ... OH lawmakers OK'd 3 TSLA stores.

WEDNESDAY OPEN ... Market up 24/11/5. Volume slightly light. WTI $100, Brent over $107. China manufacturing down ... (stock #s in %) NGLPF up 36. WTWO up 16, top line (200-day) holding. SENY up 15. BFRE up 12. EVSI up 10. NENE up 6, bottom lines (200s) held .... CRCL down 26. PLUG down 16 on news after jump yesterday. Fuel cell comps hit today. SPIR, IFXY down 15. BSRC down 14. BLDP down 13 after yesterday's jump. HYSR down 13 after yesterday jump. LEOM down 13, on 3 top lines. LMRMF down 13. back to Dec lows. FCEL down 12 after yesterday jump. KIOR down 11, new low. MKTY, AMEL down 10.

TUESDAY CLOSE ... Market up 91/8/8. Volume slightly heavy. Naz on top lines (50s). WTI over $99, Brent under $107. NG $4.39. IRS: Bitcoin is property, not currency ... (stock #s in %) AEHI up 300. HYSR up 78 on volume. PLUG up 49 on volume, news. Guess profit taking over. USEI up 42. BOPO up 42 off bottom lines (50s). BLDP up 32 on volume. Jump off fuel cell profit taking. CRCL up 26. FCEL up 19 on volume. Another fuel cell. Again, jump off profit taking. ZNBR up 17. MDDD up 14. ABAT up 11, top line (50) held. MMMW, PSON up 10 .... SLMU down 63. WTWO down 25 on volume. BFRE down 19. PSPW down 16. ENSl down 14. NORX down 13. KIOR down 11, new low on volume. (Headed for bankruptcy probably.) CCTC down 10, new low. CREG down 10 on volume. LYSDY down 10, new low. Onward and upward, pards.

STUFF ... World ag "dangerously unprepared" for climate change. UN report predicts clime change will damage food supplies, curb econ growth ... WHO: tainted air kills more people than AIDS, diabetes. 7M/yr ... Study linked power plant emissions to children's health probs ... EPA doubled est. of oil spilled in S west OH nature preserve to 20K gal ... Houston Ship Channel still closed by 170K gal spill of bunker oil ... Oil spill in Sydney ... Fish embryo exposed to BP Gulf of Mex spill oil getting deformities. Heart defects in Gulf tuna ... 25 yrs after Exxon Valdez, ecosystem still recovering. Debate over who pays for remaining work ... Public support for state-level climate policy in US declining since '08: report ... Clime change will hurt US winemakers, help some in Germany, France: study ... Netherlands to join US in curbing funds for overseas coal power ... US admin to watch clime policy in other nations "closely": Zichal ... Rich nations plan fund to help cut methane emissions abroad ... OR's clean energy policies not good enough to meet emissions goals: report ... Supreme Court won't review challenge to EPA's Clean Water Act veto ... Murray Energy suing EPA over "war on coal" ... DOJ seeks $197M fine from Citgo over '06 spill ... NC moved to throw out Duke coal ash spill settlement ... Wash State ordered quick DOE sludge clean up at Hanford ... NM yanked nuke waste repository's expansion permit after leak ... Japan to hand over highly-enriched uranium, plutonium to US ... Chad fined China oil comp $1.2B ... N Africa power cap likely to double by '20 to 120Gw ... Morocco wants clean energy at 42% of cap by '20. 2Gw each solar, wind ... Algeria wants 22Gw clean energy by '30, 40% of total cap. 10Gw exported ... Tunisia wants 30% clean energy by '30 ... Libya wants 3% clean energy by '15, 10% by '20 ... Egypt wants 20% clean by '20 ... Greece proposing more cuts to clean energy FITs ... Japan approved solar tariff cut. 11% cut to 32 yen/Kwh. 36 yen for offshore wind. 22 yen for onshore wind. 14-34 yen for small hydro. 26 yen for geothermal over 15 Mw, 40 yen for less. Biomass 13-39 yen ... India could cut wind subsidies by up to 78%: report ... Siemens investing $264M in offshore wind turbine/blade factories in England. Another comp investing $150M. Brit expects ~10Gw offshore wind by '20. 3.6G now. Pipeline near 15G ... Comps will have to invest $641B next 20 yrs in pipelines, pumps, other infra to service oil/gas from US fields. $30B/y 3x avg of last 10 yrs ... Blue Sun demo plant for 100% drop-in av fuels now 24/7. 100bl/d MO plant. Industrial, waste oils feedstock ... 4-comp Okla JV formed for renewables, NG-to-fuels. Waste Management in it ... Colombia plans to increase ethanol production cap 50%, biodiesel cap 60% in '14-'15 crop year. 600K met tons/y biofuels production now ... Canada loaned $500K to CelluFuel demo plant in Brooklyn. 1.3M liters ethanol/y from 6K tons wood fiber. Nova Scotia put in $1.5M. $4M project ... Afghanistan potential Saudi Arabia of lithium. US handed over prized mineral data to Kabul. Covers 70% of country. Est. $1T in mineral deposits. Country now takes in under $150M/y mining revs. Eyeing billions by '20. Bolivia now world's largest exporter of lithium ... FERC approved 37km NG pipe. TX to Mex. 140MCF/d. Est. 2.2BCF/d NG exports to Mex approved by FERC ... Mitsubishi, Itochu to own 1/3 of new nuke plant operator in Turkey. 4 Mitsu/Areva (FR) reactors. $4.89B ea. 1st online in '23. GDF Suez also owner ... Commonwealth Edison to complete smart meter installs in IL ~ 5 yrs early ... AMSC to shutter Wisc plant, open Romania plant in '14. 5-10% workforce cut. $4.6M cost, $3M/y savings going forward. Also China, Austria facilities ... US proposal to bring nearly all rivers, streams, creeks under Clean Water Act, add clarity on wetlands protection ... Philipps 66 to pay $500K fine, retire sulfur credits in EPA settlement ... 11 EU nations exceed smog caps ... Study found farmers benefit little from chems linked to bee deaths (I've been there on that spraying Colo sunflower field. Testimony.) ... Another China city restricting new cars on pollution concern ... Truffle closed Eur500M cleantech emerging markets fund ... Opower (VA) plans to raise $133M in IPO. Energy management software ... Enel Green Eur153M loan from Santander for Mex wind farms ... Centrica (Brit)-led consortium to buy Ireland's Bord Gais retail unit, NG power plant for Eur1.1B ... Nordex - German wind turbine maker - 1st annual net profit in 3 yrs last year. Doubled its share of Eur market. Eur10.3M profit ... Australia delaying A$1B of clean energy projects with RET review ... NRG Energy got final FERC approval for Edison Mission Energy buy ... Hareon JV (China-Swiss) to invest Eur460M in 450Mw phase 1 Bosnian solar park ... ReneSola 1st Q profit in 2 yrs. 4Q $800K. $89M loss year before.

TUESDAY OPEN ... Market up 37/22/8. Volume light. Naz back over top lines (50-days). WTI under $100, Brent over $107. US consumer confidence at 6-yr high ... (stock #s in %) HYSR up 70 on volume, gap jump back toward tops earlier this month. MDDD up 25, day 3 of turnaround. MKBY up 20, back in top lines (50s). LEOM up 14 off 3 top lines. CRCL up 13. PSON up 12. MMMW up 10. PLUG up 8 on news, heading back up. AVAV up 1, new high .... SLMU down 63, new low. BFRE down 19. AMLM down 15. ENSL down 14. BLDW down 13. KIOR down 12, new low, news.

EXTRA STUFF ... ReneSola swung to profit 1st time in 2 yrs ... FCEL backlog facing steep cliff ... Japan moved to limit bedbound elderly on feeding tubes. (I bet US will too. It's only reasonable. I don't want to go out on feeding tubes.) ... Egypt court sentenced hundreds to death for attacking police. (Well, there you go. Pretty wrong judgement or what? That's Egypt.) ... Russia getting ready for life without VISA, Mastercard. (They have no national debt.) ... Malaysia Airlines losing money for yrs ... China manufacturing down in March ... Beijing warning on being outdoors. (Pollution, duh.) ... 4K bl Houston spill. (Start caring a little more, boys.)

MONDAY CLOSE ... Market down 26/50/9. Naz bounced off top lines (50-days) with heavy volume. WTI under $100, Brent under $107. NG $4.26. Gold fell back to near 1,300. Sinking biotechs on Naz. G7 scrapped Sochi summit. Turkey shot down Syrian warplane on border incursion. Israel also active v. Syria ... (stock #s in %) MGLT up 31 off bottom. CRGE up 25. WTWO up 23 on volume. PSPW up 20, back to bottom lines (50-days). CCTC up 17 off bottom on volume. MDDD up 16. CABN up 15. UBRG up 12. IFXY up 11, back to bottom line (50). MMMW up 11, jumped over bottom lines (50s). EFOI, ENSL up 10. GPRC up 9, new high, surge from early March. AMTX up 8, new high, over 3x from mid Feb. (Sorry I didn't call it. Didn't see it.) .... ZNBR down 38. NGLPF down 30. CRCL down 25. LEOM down 17. MKBY, GERS down 16. BIOF down 11. LEXG down 10. AMSC down 9.

STUFF ... DOE approved LNG export terminal in OR. 800MCF/d. 1 of 6 approved still needing enviro, public health reviews. Only 1 terminal being built ... Kurds to let 100Kb/d of theirs to be sold by Baghdad in temporary US-brokered deal ... EPA joining N Carolina in reviewing Duke coal ash spill ... 16% rate increase stays for 800K Duke customers in Indiana. Court upheld regulator approval of settlement of cost overruns at $3.5B coal gasification plant ... World Meteorological Org: need for more focus on clime change by young ... Alt-fuel buses under 4% of China fleet ... Higher summer temps raise UK death toll: study ... EU summit agreement on energy independence postponed climate, energy decisions ... Climate change may be shrinking fish ... Climate change cost China $2.6B damage in '13 ... PA regulators abruptly postponed hearing on whether oil/gas producers can compel property owners to allow drilling beneath their land ... Big oil spill Houston Ship Channel. (Lack of care. Running in fog. Man o man.) ... US oil rig count new high. 1,473 ... Iran complying with restrictions on nuke weapons program under interim agreement: IAEA ... Iran econ still stagnant, inflation ~32%, market down, currency down. (Sanctions work.) $12/mo energy subsidy for near 60M poor to be phased out ... Iran says CNPC could lose $4.7B contract to develop giant NG field if it continues to delay. Awarded in '09. Qatar already extracting gas from S Pars ... US Navy returned the rogue oil tanker to Libya govt ... Sauds plan to shut-in ~750Kb/d production next month to upgrade facilities. IEA asking them to maintain production to resupply world stocks after winter draw, avoid price spike ... Nigerian Navy destroyed 260 illegal oil refineries, burned 100K tons (BURNED?!) of contraband fuel to try to halt oil theft ... Canada has energy reserves available to meet China growing demands: finance minister ... Sinopec in talks with Malaysia's Petroleum National to buy up to 15% of LNG project on Canada W coast ... Shell withdrew from negotiations over offshore exploration in Black Sea west of Crimea ... UK pushing new EU energy security plan to wean off Russia by ramping up imports from new sources like US, Iraq ... 1st use of fracking in OK well in '49. 1949 ... CNPC JV started drilling 1st shale gas well in China ... US offshore Atlantic fossil development could add up to 1.3Mboe/d production ... US ethanol prices soared to $3.24/gal Friday. Up $1.18/gal from month ago. Railcar supply probs. Most Midwest ethanol plants at full on-site storage cap. Total stocks down 19% yoy ... China to raise NG prices end of '15 for 20% of residential customers who use most ... ~100 Bakken oil wells shut down earlier this year to minimize flaring. ~36% of NG flared in state. Oil production Jan up ~6.5Kb/d to ~935K ... BYDDF's sedan China's best selling EV ... Ford/GE to supply EV chargers at Ford US facilities ... Japan shifting to coal from LNG imports. (Just in time for sultry summer air.) ... Valero bought their 11th ethanol plant, hit 1.3B gal/yr production. Plant was shut 2 yrs ... Siluria Tech (Cal) debuted development unit for liquid fuels from NG ... Koch unit ordered to spend $44M for TX refinery upgrades. Fined $350K by EPA/DOJ for violating emission limits. Leaking equipment, improperly operated flaring equipment. Koch also to invest $300M in MN refinery to improve energy efficiency, clean fuels production ... China cutting energy capital spending 7.1% this yr to $47.7B. Will maintain that several yrs. To invite private investors to join projects. To raise NG price for industry 15% by July ... Philly city council committed to 20K solar roofs ... US Ex-Im Bank $1B MOU for P.I. DOE ... Arabia One unit to build 10Mw solar plant in Jordan. Online late '15 ... HSOL to supply up to 31Mw for Mexico grocery chain through early '15 ... NEC to buy A123 (AONEQ) grid energy storage unit from Wanxiang for ~$100M. NEC/Wanxiang to JV energy storage biz in China ... Ground broke for 270Mw wind project in Canada. C$850M financed ... Innergex (Canada) signed PPA for 150Mw Quebec wind farm ... Wind projects 75% - 12.3Gw - of registrations for Brazil June 16.3Gw power auction. 494 wind projects ... UK rooftop solar installs hit 2Gw ... FSLR started building 250Mw Nev project ... Intelligent Energy (UK) got $63M investment from Singapore sovereign wealth fund ... $870M finance signed by Power Africa Fund for 300Mw wind project in Kenya ... Goldwind tripled net income in '13. $69M ... Shunfeng needs $1.26B in next 12 mo for Suntech takeover ... Happy trails, pards. Onward and upward. Gates/Buffet in '16.

MONDAY OPEN ... Market down 57/77/13. Volume normal, Naz below top lines (50-days). WTI under $100, Brent under $107 ... (stock #s in %) CRGE up 25. CSOL up 19 off top line (50). UBRG up 18. MGLT up 16 off bottom. CREG up 15, new high, day 6 of 2x surge from top lines (50s). CABN, EVSI, WTWO up 15. AMTX up 11, new high, triple from mid-Feb. GPRC up 9, new high. NORX up 9 .... ECOS down 50. MKBY down 24, nearing bottom line. ZNBR down 21. LMRMF down 17. BFRE down 16. LEOM down 14, back to 3 top lines. POLR down 14. MKTY down 11 off top. LTBR down 10 off double top. EWRL down 10. KNDI down 9. SCTY down 5, coming back to bottom lines (200-day). TSLA down 5, back on a top line (50).

STUFF ... Bosch (Germany) completed 5Mw solar plant in India. Building 2 more 1Mw plants there ... China, EU settled polysilicon dispute. Europe to sell poly to China at minimum price agreed upon ... 8minutenergy to close finance on 250Mw PV solar in Cal this yr ... $5.5B cleantech investment in Nev since '10 ... Cemex plans $600M wind development in Mexico. 2 farms, 250Mw each ... Sunways (Germany) - solar manufacturer - filed insolvency ... Australia govt making 2nd attempt to close Clean Energy Finance Corp with new bill. CEFC working with A$10B ... Jordan plans to finance 140Mw solar capacity by April. 10 projects ... Samsung Fine Chemicals to invest $100M in Sun Edison semiconductor unit ... OPIC to loan $250M for 110Mw concentrated solar plant in Israel ... Swiss solar production systems maker Burger reported $184M '13 loss, placed $88M in new shares ... Foster Wheeler buying Siemens' enviro biz. Clean air techs for power plants, industry.

STUFF ... Climate change will displace hundreds of milliions of peeps by end of century, increase risk of violent conflict and wipe trillions of dollars out of global econ: coming UN report ... 400 PPM CO2 in atmos reached again at Mauna Loa. 2 months earlier than last yr. Sept-Oct trough higher than yr B4. 400 1st recorded last May ... Savannah River site project to mix plutonium from bombs with uranium for nuke reactor fuel stopped. "Costs too much": DOE. 60% complete. $4.5B spent. Shutdown to cost another $1B. "Expecting to find better scientific solution." Agreement with Russia compromised ... New Jersey BPU rejected proposed 25Mw pilot offshore wind project. Promised 180-day review took 3 yrs. 3 yrs ago state declared to develop over 1Gw offshore wind by '20 ... Money for state air regulators in proposed EPA budget, pointing to leading role for states to shape rules for curbing GHG emissions from existing power plants ... EU leaders in climate, energy talks aimed to cut GHG emissions ... EVs lose range in colder temps: AAA ... Exxon agreed to report climate change risks ... Wind, solar power can sustain themselves, support energy storage addition: study ... Parched US west getting no relief in NOAA spring outlook ... Scientists developed climate forecast modeled for menengitis ... El Nino may hit Peru as early as next month ... Senator Whitehouse urging Iowa to make climate change a priority ... Australia carbon tax repeal voted down by Senate ... Marsh insects still dying from BP spill. (Do we need the insects?) ... Court fined NY coke plant $25M for air pollution, ordered former manager to jail ... BLM royalty reforms to follow fracking, methane regs: official ... DOE moving to restart leases for uranium mining ... Solar storm barely missed Earth in '12: study ... UK approved world's 3rd largest wind farm for offshore Scotland ... Advocates seeking ban of pesticides linked to bee deaths ... 2 pet supply comps to remove pesticide from flea collars ... NM nuke waste storage site threatens progress on future facilities ... LA (Cal) residents blasting state's slow response to lead batt plant pollution ... US el power industry to meet 90-day deadline to draft security standards to protect grid from physical attack ... US oil/gas boom to fuel manufacturing growth through '20: report ... Calif city halted all oil drilling over fracking fears ... FERC approved license for pilot 600Kw tidal energy project in Puget. Turbines expected to turn 70% of time ... World Bank approved $73M grant for Congo tech assistance for giant hydrodam. 4.8Gw 1st phase for 40Gw total. Bank also to finance enviro, social, impact assessments. 9% of DRC pop have access to el ... 59% of people believe benefits of tackling climate change outweigh risks. 81% believe at least equal the costs ... Since Nov, US NG usage 13% above 5-yr avg ... US NG imports from Canada - 7BCF/d - down 10% yoy ... Eastern US NG production down 30% yoy: EIA. (Weather) ... 2 Italy comps to convert sugar plant to 30Mw biomass power plant for Eur126M. Woodchips. 1Mw biogas unit. Silage, Pig manure ... Ethanol April futures hit $2.72/gal this week. Ethanol stocks record low, down 17.5% on year. 15.28M bls. East coast stocks 4.5M bls ... Swiss looking to add strict sustainability criteria to biofuels ... Brazil cane harvest down 10% yoy from drought ... Pinal Energy AZ ethanol plant back online after 1.5 yrs. Upgrade to 60M gal/yr from 50M ... GA comp sold reactor to cellulosic pilot plant in Italy. Corn fiber, straw feedstock ... Jan NG usage in China up 15.3% yoy to 16.9BCM (~600BCF). China Jan production 11BCM. Jan imports up 48% yoy to 6.1BCM. Some from central asia, Myanmar via pipe. LNG imports up 76% Jan to 2.6M tons ... Shell awarded contracts for giant Iraq oil field. Est. 38B bls. Shell 45% share, Petronas 30%, Iraq 25% ... Texas has $140B proven oil reserves (at $95). $110B owned by corps, $22B by individuals, $5B by trusts, $3B by non-profits, govts, institutiions. $47B near Houston ... FSLR set new thin-film solar efficiency record. 17%. Used production-scale processes, materials. Beat 16.1% (theirs). They see revs steady, EPS $2.20-6.00 through '16 ... Kansas utilities got 19.4% of their power from wind in '13. Iowa 27%. SD 26%. Idaho, ND, MN at least 15%. Nat avg. 4% ... Alstom sold generator transformer for German combined-cycle heat/power plant ... Bangladesh, China comps to build $2B 1.3Gw coal power plant in Bangladesh. Another 1.3Gw Bangli coal plant with India partnership already contracted. Banglis plan 20Gw coal power by '30.

FRIDAY CLOSE ... Market down 28/42/5. Volume over double normal for options Friday. WTI under $100, Brent under $107. NG down to $4.29. Ukraine-EU pact. NJ credit outlook negative: Fitch. Volcker rule to cost banks up to $4.3B. Wall St ties to Putin threatened ... (stock #s in %) MDDD up 48 off double bottom with Dec. No volume. LTBR up 28, zoom off lines back to early Mar top on volume. UBRG up 22. MKBY up 20, in top lines. LEOM up 20 off top lines. GERS up 20. BSRC up 19, up to bottom lines (50-days). ZNBR up 19, ditto. FNVRF up 18, volume dropped off on surge over bottom lines (50s). NGLPF up 17, push off bottom top line (200-day) to over top 200 day, double from early Feb. AMTX up 15, new high, almost 3x surge out of mid Feb. CRGE, PSON up 14. ZNNMF up 14 off double bottom back to early Dec. ENSL up 13. CGYV, GWBU up 12. PEIX up 10, new high on volume. MMMW up 10. AXAS up 4, new high. FSLR up 4, new high on volume, news. AVAV up 1, new high .... CNTO down 22. CRCL down 20. CSOL down 18. LEXG down 16. PSPW, CCTC down 15. BFRE down 11. CABN down 5, new low.

FRIDAY OPEN ... Dow up 92, Naz down 14, S&P up 6, new record for S&P. Volume double normal - options Friday. WTI under $100, Brent over $107 ... (stock #s in %) MDDD up 28. UBRG up 26. GERS up 20. PRHL up 15. PEIX up 7, new high. AXAS up 4, new high. GPRE up 3, new high. FSLR up 1, new high .... CSKH down 40. CRCL down 30. BFRE, EWRL, LEXG, LMRMF down 11. BLDP down 10. PLUG down 9.

THURSDAY CLOSE ... Market up 108/11/11. Light volume. WTI under $100, Brent over $106. Russia credit outlook cut by S&P on US sanctions. All but 1 of 30 major US banks passed fed stress test. Fed to reduce bond buying to $55B this month from $65B last month ... (stock #s in %) ECOS up 100 on volume. CNTO up 35. Climb off double bottom? LEXG up 32, bounce off bottom lines (50s). UBRG up 22. BIOF up 21 on volume, double from late Feb. ZNBR up 20. WTWO up 18. EWRL up 17. MKTY up 16, new high. BLDW up 15, 2-day thing off bottom. CREG up 13, new high, on volume. Up 5x from July. EFOI up 11, climbing out up 3x from last April. SOPW up 11, top line holding, up 6x from Aug .... CSKH down 23 on volume. CSGH down 20. FNVRF down 15. AMLM, BHWX, QTMM down 14. WSGP down 12. BYDDF down 10. SCTY down 4.

STUFF ... BP won 24 blocks in Gulf o Mex auction. $42M. Still lead leaseholder with 644. Shell largest producer in GOM. Since '10 disaster, BP production fell to ~190Kb/d. Spill damages now est. over $42B. 50 comps competed for 326 blocks. 1.7M acres of central GOM ... ND desparate for workers. (Tell the homeless.) ... China's need for resources may undermine low-carbon S Am policies: study ... Wetland methane emissions may increase more than previously thought as temps rise ... Heat waves hurt corn more than CO2 helps ... China comps told to start reporting C emissions ... Crop pest developed resistance to GM corn ... New NSF plan emphasizing clime change ... 5% of cars sold meet '25 emiss standards: EPA ... Idaho lawmakers killed bill to nullify EPA regs ... China crack down on soil pollution ... French farmers challenging GM maize ban again ... BP in '05 set $8B target for clean/ren investment. Got there last year. No new goal but staying with biofuel research. Has stake in 16 wind farms ... New Japan subsidy for lith-ion batt energy storage with solar homes, biz. To spark near 100Mw storage cap this yr. Subsidy up to 2/3 upfront cost of 1Kwh or more. Max 1M yen for homes, 100M for biz. To help firm up grid. (So why are Calif utilities stopping storage installs? They don't want to lose customers or bust their monopolies.) ... Germany intro'd energy storage subsidies ~ year ago. Covers 30% of cost ... Est. 6Gw energy storage installs/y by '17. 1.5Gw utility-scale, 2Gw behind meters. Est. costs down 30% by '17 ... Seaway oil pipe - OK to Houston - capacity to double by June ... USA oil production up to 8.22Mb/d ... Up to 60Gw of US coal power plants expected to be taken offline by '16. Double EIA '12 forecast ... TSLA valued at over 1/2 of GM. GM makes 300x more cars ... HSBC Global Solar Index up 65% in '13. Up 23% so far '14 ... MN to go to soybean B10 July 1. 65M gal/y biodiesel made in state ... Gayana trialing 20 govt Vs on local E10 from blackstrap molasses ... Phuket seeking $22.6M to build MSW-to-biofuel facility ... Japan nuke plant safety measures, upgrades since Fuku cost over $12B, growing ... Tax from Scotland's N Sea oil/gas resource down from 10B Pounds '11-'12 to 5.6B now. Scot's govt deficit above UK's. N Sea revs projected to fall more. Scot votes on independence in Sept ... Tullow expects Ghana offshore production at least 100Kb/d this yr. Eni's block holds est. 150M bls. Hess investing over $500M more in their block. Since '10, 63% commercial discovery rate ... Theft, sabotage cost Nigeria est. 300Kb/d in '13 ... Pakistan to invest $6-7B on new powerlines, upgrades with China finance help ... Russia offering to increase Paki coal power ... Hitachi-led consortium to build up to 450Mw coal plant in Poland for $1B. 5-yr buildout ... Belfast Maine asking state to divest fossil comp holdings in state pension fund ... Altus, Macquarie to finance land for wind, solar. $100M. Cost of land not included in tax creds for projects ... 30% CO2 power plant emissions cut by '20 would cost $14.6B without energy efficiency ramp up: NRDC. 24% reduction would cost nothing with energy efficiency ramp up, 31% redux with ramp up $11.1B ... HSOL to develop 100Mw rooftop solar in China deal ... Sempra, Con Ed to joint own/op 5 solar farms in Cal, NV. Total 360Mw. 250Mw in construction, 4 Con Ed sites online in '12 ... Japan added over 7Gw clean E from July '12 to end of '13. Solar over 6.8Gw. Govt has approved 30Gw clean/ren. Before incentives they had over 20Gw clean/ren. (Not clear if nukes included in clean.) ... Nike, Coke, Levi, Microsoft working to curb water guzzling in tectiles, bottling, irrigation, plus ... Triodes Renewables to raise 25M Pounds in share issue for new acquisitions ... Capital Stage aims to grow portfolio above 300Mw this yr ... EIB issued 1st green Samurai bond. $48.8M ... BOE mulling "green QE" ... Ex-Im Bank (US) signed $1B MOU for P.I. clean/ren, LNG ... Merkel invited 16 premiers to April 1 soiree over E policy ... E storage developer ZBB E (US) $14.2M IPO ... UK Green Investment Bank to invest 51M Pounds in E-from-waste plant ... AMSC to consolidate US ops, establish Romania base, reduce workforce 5-10%, close Wisc factory.

THURSDAY OPEN ... Market up 51/9/4. Volume light. WTI over $100, Brent under $106. US Feb leading indicators up .5%, more than forecast ... (stock #s in %) ECOS up 100. BLQN up 65 on 500 shs. CNTO up 21 off double bottom. ZNBR up 20. BLDW, WTWO up 18. MDDD up 15. MKTY up 14, new high. AMEL up 13. EWRL up 10. HYSR up 6, day 2 of turnaround. FSLR up 1, new high, on news .... CSKH down 23. CSGH, GERS down 20. CABN down 16. CRCL down 15. WSGP down 12. BYDDF down 11, back near top line (50-day).

MORE STUFF ... Obama has time to select march madness brackets. Maybe going for Buffet's billion. Can we blame him for that?

WEDNESDAY CLOSE ... Market down 114/25/11. Volume slightly above normal. Fed dropped unemployment yardstick, going with data. WTI over $100, Brent under $106 ... (stock #s in %) FNVRF up 46, 3-day jump from bottom to over bottom lines (50-days). UBRG up 22. FSLR up 20, new high, on news, volume. CGYV up 19. HYSR up 18, turned around 5-day retreat. QTMM up 16, all lines held. EWRL up 16. BSRC up 12. MKBY, MKTY up 11. MKTY on 50% climb out from early Mar. AMTX up 9 on volume, uber double climb out from early Feb .... AEHI down 50. MGLT down 40. BLQN down 39 on 100 shs. CSOL down 26. MDDD down 18. LEOM down 17. WTWO down 15. SOPW, CCGI down 14. CNTO, PSON down 12. ENZR, CDTI down 11. ABAT, KNDI down 10. ZAAP down 9. RBCN down 8 on volume with new share offer.

STUFF ... FSLR sees FY14 production 1.9-2Gw. Developing utility-scale PV plant design with GE ... Greenpeace stormed EDF nuke plant in France ... Musk plans to break into $70B satellite mart ... Rupee recently up 35% ... Amount of US GDP paid to workers all-time low - 42.6% ... HSOL 6.2Mw sale to Guatemala project ... NG demand in EU, Norway, Switzerland, Turkey, several Balkan states ~5BCF/d. US uses ~70 ... Marcellus NG production 10.4BCF/d in '13. 14B now. 6.5B in '12 ... Cal's fuel use to fall up to 13% by '20 from state, fed rules: report ... USDA prize competition for high-rise wood architecture, training program to support use of wood in bldgs ... Conservative think tank paper links global warming to wealth creation ... Methane leaks from oil/gas ops can be affordably found, fixed: report ... Climate change will start affecting crop yields ~ '30: study ... Cal's warmest winter on record. Drought worsening ... Lebanon facing water crisis, may be linked to climate change ... Rice conservationist cultivating living seed bank to prepare for climate change ... Court rejected DOE request to reconsider ruling on nuke waste fee collection ... US industry must invest $641B in infra over next 20 yrs: report. (Not $640. $641.) ... NC governor expects Duke to pay all cleanup costs for coal ash spill. Lawmakers, regulators tweaked coal ash law in Duke's favor ... Podesta to lead forum on preparing US for clime risks ... China comp offering pollution insurance ... Incentives for energy storage spreading worldwide on Cal example ... Wholesale power prices up 55% in New England in '13 ... Oil comps looking to develop global standards for leak detection in offshore drilling ... Russia uses 3.2Mb/d, exports 7.4M ... US imports ~4BCF/d NG. Conventional NG almost 60% of total production. Declining ~20%/yr. Unconventional (shale) NG production declining ~30%/yr. Have to replace 19BCF/d each yr at least ... Malaysia B5 blending nationwide by July. Palm oil ... Brazil ethanol production late Feb hit 8.8M liters, up 194% yoy ... Ruble down almost 10% this yr. Russia may enter recession 2-3Q ... BLM approved Exxon oil shale (kerogen) R&D project in Colo ... 4 refining comps formed group to oppose US oil exports ... New Zealand, Indonesia expanding cooperation in geothermal power development ... WaterFX operating solar thermal desalination plant in Cal. 14K gal/d clean water from irrigation runoff. Within yr, plan for 2M gal/d. Cost up to $30M for equipment. 5 yrs, 10x that. ~1/4 cost of conventional desal (reverse osmosis). $450/acrefoot v. $2K. Ac Ft supplies 2 families of 4 for a year. $300 to get water from water districts (when there is water). 17 conventional desal plants planned for Cal ... AMRC in $45M contract to save energy in 2 fed bldgs in DC. Up to 60% savings. $2.8M in 1st yr ... 2 comps started on 13.5Mw solar farm in Japan. Online in '15 ... SCTY 4Q profit $26.7M v. $33M loss yoy. Installed 103Mw 4Q v. 48 yoy. Est. 475-525Mw for '14. They halted batt energy storage installs because Cal utilities reluctant to link them to grid. 12 connected since '11 ... Yingli Solar to return to profit in 3Q. Est. shipments up 31% in '14 to 4-4.2Gw. Sold 3.2Gw in '13. (Stock may be buy here.) Avg. panel price under 65 cents, cost ~51c. To build 400-600Mw of farms in China in '14 ... Energy required to liquify, ship LNG raises GHG emissions to level of coal. 6 LNG export terminals approved in US. Would make 9BCF/d of LNG. Only 1 terminal - Cheneire's - has required approvals from DOE, FERC. Shipments start in late '15. FERC to make determination on 2nd terminal (Dominion's) by Aug ... UK carbon tax to be frozen at proposed '15 level - 18 Sterling/ton. Originally intended to reach minimum of 30 Pounds ... EC proposing to cut German green levy exemptions by 2/3 ... Scotland approved 1.9Gw offshore wind. 2 projects. Moray Offshore Renewables to develop ... US, India back in talk over India's domestic solar content, WTO rules ... FSLR got 20-yr PPA for 52.5Mw in Jordan.

WEDNESDAY OPEN ... Dow up 17, Naz down 12, S&P flat. Volume light (Fed wait). WTI ~$100, Brent under $106 ... (stock #s in %) ECOS up 100. UBRG up 22. CGYV up 19 on 100 shs. EFOI, HYSR up 14. QTMM up 13. BSRC up 12. FSLR up 10 on news, volume. GPRC, GTAT up 2, both new highs. GPRE up 1, new high .... BFRE down 42. ENSL down 21. AQNM down 16. WWPW down 10. KIOR down 9, new low. KNDI down 6 on news.

TUESDAY CLOSE ... Market up 88/53!/13. Volume a little busier. WTI over $99, Brent over $106. NG $4.44. 42cents/d el may end in Argentina. US stocks up on housing data. Ukraine turned military from political ... (stocks up in %) KOKUQ up 66. TRKP, POLR, BHWX up 16. NGLPF up 15. AMTX up 13. JUHL up 12. WWPW up 11. PRHL, ZAAP up 10. AMLM up 7, new high. GTAT up 6, new high .... KIOR down 39. Play what you see. (Covered in Stuff.) ... MKBY down 27. CNTO down 25. ENSL down 17. GERS, PTOS down 16. ECAU, NDDD down 15. HYSR, EWRL down 13. CBAK, LEXG, NORX down 12. GCTC, BSRC down 11. BFRE, SSOL down 10. PLUG down 8. NENE down 4.

STUFF ... Crimea nationalized Ukrainian oil/gas. To "privatize", sell to Gazprom ... E.ON to shut down 13Gw fossil gen cap this yr. 1/4 of total gen. German energy policy grants wind, solar power priority access to grid when generating. Europe wholesale power prices down ... RWE reported '13 Eur2.8B loss. Never reported loss before since '49. Shutting down 3.1Gw fossil ... Enel plans to shutter 8Gw fossil in Spain, Italy ... Over 10Gw solar added in Europe in '13. Total now 80Gw. Over 12Gw wind added, total now over 121Gw ... Europe el production typically sold 3 yrs in advance ... ~50Gw fossil shut down last 6 yrs in Europe ... (Best way to get off Russia oil/gas teat.) ... MN 1st US state to allow utilities new method of contracting with distributed solar v. "net metering". Closer to market value of solar ... Clean energy asets to more than double to 3.9Gw in Mideast, N Africa by '16: Desertec ... New DOE rule proposal to boost commercial ice making efficiency ... Scientific consensus that humans causing climate change akin to smoking causes cancer: AAAS report ... WY governor rejected new science ed standards over inclusion of climate change. (Weren't dinosaur bones found in WY?) ... Climate change has lengthened mountain wildflowers bloom times up to 35 days: study. (Why's that? Drought?) ... Tokyo businesses reaching emission goals without credits ... Japan to help Laos cut carbon emissions ... Glaciers in Africa's "Alps" melting fast (Yah, it's summer d'are) ... At least 10K gal oil leaked from pipeline in S west OH nature preserve. TX to Mich pipe ... Exxon completed soil cleanup at Ark pipeline spill site (what year was that?) ... Crude remains in Ala swamp months after spill ... Officials containing oil spill near major ND rivers ... PA nuke waste dump likely holds more weapons-grade U than thought ... Low-level radioactive water from Fukushima headed for US west coast. (Tell the surfers, fishers, swimmers, fish.) ... Continental Resources Bakken production up 39% in '13. Goal still triple production by '17 ... DOE putting up $20M for methane hydrate research ... Exxon picking up oil shale projects dropped by Chevron, Shell ... Earthquakes up 4x in OH. (Utica.) ... FSLR seeks growth as US desert power plant market dries up. No go on rooftop solar. Looking overseas. Now developing 3.7Gw in US ... US residential rooftop solar grew 60% in '13 to 792Mw ... KIOR $347M '13 loss. Going concern statement. Khosla finance on milestones. Default maybe April. After Aug unclear. Miss plant to idle. Limited wood stock, plant ran way below cap. Cellulosic ethanol ... Indonesia domestic biofuel demand may triple this yr to over 3B liters. Exports est. 2.2B liters, up 20% yoy despite Europe trubbles. Demand up from US, S Korea, China, Australia ... VA consortium to set up $600M recycling complex. Muni, solid, tronic waste. Zero endwaste. Biofuel production in 2 yrs ... AAA: US gasoline $3.35 by early summer ... Illegal radioactive oil waste found in ND. May be state record. Radioactrive oil filter socks. Another found in Feb. Former felon ... Investor-owned Kansas utility to build 1Mw community solar farm ... FSLR completed 1.3Mw plant in Japan ... Ingenious Media (UK) cut energy efficiency from $266M clean energy fund. "Investors don't understand well enough." ... India energy ministry cut next FY budget to 4.4B rupees from 15B. LIkely to effect rooftop solar. Ministry disbursed less than 30% of last year's 15B rupees ... Toyota to offer world's 1st green bond backed by auto loans (EVs, hybrids). $1.75B. Closes next week ... 2-B Energy raised Eur26.5M to fund twin-blade offshore wind turb ... Capital Stage to refinance Italy solar portfolio ... Vestas close to settling 3-yr dispute with US investors ... GE Energy Financial Services to invest hundreds millions euros in Europe clean E this yr ... Yingli est. to ship up to 4.2Gw this yr. Up over 32% ... Pine Bridge fund investing over $104M in Mexico clean/ren funds ... Peak Rock closed $700M debt fund for mid-market energy comps. $400M target ... Sun Capital to buy Aclara for $150M. Advanced metering infra ... Falck (Italy) sold 49% stake in 273Mw UK wind portfolio to Pension Denmark fund. 154.4M Pounds ... EverPower Wind (US) OK'd to build 300Mw OH farm ... RWE sold oil/gas production unit to Russia investor consortium for Eur5.1B. Happy trailers, pards. Gates/Buffet '16: wish.

TUESDAY OPEN ... Market up 106/32/11. Volume normal. WTI over $98, Brent over $106. Relaxing of Yuan 2% ... (stock #s in %) TRKP up 27. ZAAP up 16 on volume, day 2 of surge back to top earlier this month. CERPQ up 16. BFRE up 15. MXWL up 11, new high, double from late Feb. PSPW, USEI up 11. CDTI up 11, day 2 of surge back to top of few days ago, up near 7x from year start .... KIOR gap down 40, new low, volume, news, downgrade. Don't get in front of the train. MDDD down 34. GERS down 16. HYSR down 15 more, day 5 of pullback toward top line. ENZR down 14, rejected by 4-line convergence. TMEN down 14. EWRL down 13. BSRC down 11.

MONDAY CLOSE ... Market up 181/34/17. Volume light normal. WTI $98, Brent under $107. NG $4.50 ... (stock #s in %) SLMU up 180, jump over bottom lines (50-days) ... AWSL up 47 over bottom lines (50s), triple from early Feb. ZAAP up 36 (small car comps had a good day), reversed profit taking, triple from early Mar. AMLM up 32, another reversal, top line (50) held. LEOM up 31, new high, volume, small car comp, lines held. CDTI up 25, new cloing high, up 4x from early Jan. CREG up 24 off top lines on volume, back to Nov, Dec highs. KNDI up 23, gap new high after reporting, volume, new car comp, up 4x from Sept. GERS, XDSL up 20. TMEN up 16. CBAK up 15, new closing high, near triple from early Feb. ENSL, MGLT up 13. BLQN, FNVRF, GPRC up 12. JASO up 2, new high after reporting, volume, turned profit .... ECOS down 50. HOKUQ down 40. CRGE down 28. HYSR down 24, day 4 profit taking after 12x 1-day jump. TRKP down 23. CNTO down 20. CPWY down 17. CERPQ, MDDD, AQNM down 13. WSGP down 12. AMEL down 11. PSPW down 10.

STUFF ... US Navy seized oil tanker out of rebel-controlled Libya. Another ship reportedly on way to get more oil. Libya PM has fled country. Things still falling apart ... Simbol Materials (Cal) to break ground this yr on 1st-ever plant to extract lithium from geothermal plant waste brine. '00-'12 lithium consumption up avg 6.4%/yr: USGS. ~35% of lith used in batts, 2-3% of batt content, price ... NY's largest utility believes its system will be safe from climate change effects at least 3 decades from $1B investment plan approved by regulators ... EDF: EPA est. of methane emissions from oil/gas drilling at least 100x lower than what it should be ... Large area of Greenland ice sheet once considered stable actually shedding massive amounts of ice. Scientists: future sea-level rise may be worse than expected ... Bill Koch pessimistic about coal's future in US. He's now out of the biz ... Researchers found new property of water in search for more efficient desalination ... US wood pellets could help UK coal plants cut GHG emissions 1/2: study ... Americans don't attribute unusually cold or dry winter to climate change: poll ... EU says double-counting emission credits could occur under UN plan ... 12 earthquakes recorded near OH fracking well ... DC circuit court sent Cape Wind issues over birds, whales back to Fed agencies for review ... US NG drawdown 195BCF last week. Stockpile down to 1TCF Mar 7. N East NG production down 30% yoy due to weather ... EIA expects 2% more US NG production this year, little growth in demand ... Jan Bakken oil production rebounded ~7Kb/d from Dec to 933Kb/d ... IEA: global oil production up 600Kb/d in Feb. 500K increase in Iraq ... Nuke agreement caps Iran exports at avg. 1Mb/d for 6 mo. Jan exports 1.16M, likely same in Feb ... Iran signed deal with Oman to send 10BCM NG through pipeline Oman to build. Oman to convert to LNG exports ... Russia exports ~4Mb/d crude, oil products to Europe ... Will be some phenomenal dry NG wells in Utica Shale when prices go up: geologist ... World Bank won't review Venezuela's request to overturn decision against it for seizing Conoco assets in '07 ... Canada est. oil production should reach 5Mb/d by '35. 4Q production should reach 4.25M. Exported over 95% of its crude to US 4Q ... Shell plans to cut spending in Americas 20%. Too much loss ... Eagle Ford oil production est. to break 1.5Mb/d mark in '15 ... China's largest oil refiner signed long-term contract to buy LPG (propane) from US refiner spun off from Conoco ... Saudi Aramco plans to produce 200MCF/d shale gas by '18 to supply new phospate project, power plant ... Jan 7, 6 NG-fired generators in New England - 1.5Gw cap - was unable to get NG. 1 of 5 piplelines down from compressor failure ... Syntroleum (SYNM) $9.3M operating loss in FY13 ... 1st sea trials, certifications for green fuel for Italy Navy ... USDA $33B invested in '13 created 75K jobs ... Ethanol prices up over 20% in recent months ... Ukraine offshore NG field in Black Sea holds 200-250BCM. Was trying to get it up, running before crisis. (Or does it now belong to Crimea?) ... Energy comps projecting to spend ~$37B for offshore Norway ops in '14, up from $2.3B in '13. Surge into Arctic waters. Maritime boundaries with Russia resolved in '11 after 40 yrs. Norway shelf still holds ~85B bls. '14 productioin avg. 1.46Mb/d this yr, no change from '13. New field to start production in '19, 500Kb/d peak ... Iraq Feb oil production 3.62Mb/d, 35-yr high ... Pakistan planning 3 new nuke plants. 8.8Gw by '30. 40Gw more by '50. (Will still be 15% short on el.) ... Global warming may lead to more heat-related deaths, increased flood damage in Japan: study. 3K deaths/yr now from heatstroke. May double. Avg. flood damage ~$2B/yr '81-'00 ... Europe clean energy M&A '13 activity flat v. '12. $23.8B ... Vestas signed 225Mw turbine supply agreement with juwi ... Dong Energy expanding planned capacity of offshore Germany wind project to 312Mw from 277Mw. Changing to Siemens 4Mw turbines ... UK energy regulator delayed plan 1 yr to cut Scot clean/ren transmission charges ... German residential wind, solar installs down 15% in '13. Est. Eur300M of clean/ren investment delayed.

MONDAY OPEN ... Market up 148/40/16. Volume light. WTI over $98, Brent over $107. US factory output up most in 6 mo ... (stock #s in %) LEOM up 52 on volume, new high. Small car developers up today. AWSL up 47. GERS, XDSL up 20. KNDI up 16, volume, after reporting (car comp). AMLM, MKTY, MGLT, ZAAP (car comp) up 13. CREG up 11. PRHL up 10. JASO up 5, new high after reporting profit. BYDDF up 4 (car comp), new high. GPRE up 4, new high .... ADES down 46. HOKUQ down 40. CRGE down 28. HYSR, MKBY down 18. AMEL down 17. NORX down 16. VSPC down 11. ECAU down 10. FSYS down 4, new low.

STUFF ... Russia offered $1.1B arms package to Kyrgyzstan, wrote off big chunk of debt to get them to kick out US from transit center. All troops out by July ... EU has more GDP than US. Bigger than China, Russia, Japan combined ... Unusual high levels of air pollution in Paris. Free subways, buses, rental bikes, rental EVs for 3 days. Also lowered speed limits, asked heavy trucks to limit travel, factories to reduce schedules. Other cities in N France also affected. EC has repeatedly warned France it's not complying with Europe rules on air contaminant levels ... Gates/Buffet for '16. Onward and upward, pards.

STUFF ... Global LNG supplies doubled in last 10 yrs. Regasification, shipping capacity tripled ... LPG a mix of propane, butane. Liquifies at 15C. More dangerous than LNG. Propane heavier than air, LNG lighter. Turkey now allows LPG through Bosporus. But not convinced LNG safe enough. Could change game with Russia if Turkey would approve LNG through Bosporus ... Malta may be next big oil/gas find. Offshore territory larger than Israel's Levant basin. Genel there (remember Tony "I just want my life back" Hayward?) Morocco another with big potential ... Baltics, Finland get 100% of their NG from Russia. Slovakia, Belarus 98%. Czechs 78%. Greece 76%. (You get the pic.) Hungary, Poland, Slovakia, CZ already sent letters to Boehner, Reid begging to hurry NG exports. Facts: 6 US LNG export terminals already approved. Being built. Won't be done in years. Already contracted to supply Asia. 22 more terminal aps ... Last year, US produced under 72BCF/d NG. My math is that's .2TCF over 26/y. Last year US used 26TCF: EIA. Bottom line we have .2TCF/yr to spare. Some saying we may have to import NG next winter ... Study concluded NG exports could garner US up to $47B/yr in new econ activity. (Stocks: LNG, D, SRE, CHK) ... Gazprom, Rosneft, Novatek plan to build 50M metric tons LNG capacity next 10 yrs to service Asia. Happy trails, pards. Gates/Buffet for President.

FRIDAY CLOSE ... Market down 43/15/5. Volume normal. Naz near top lines (50s). Dow just underneath theirs. S&P like Naz. WTI $99, Brent over $108. NG $4.40 ... (stock #s in %) EWRL up 32 on volume, jump back to top line (200-day). There was a Nov surge 2x from here. AMLM up 26, top line (50-day) holding, still up a bunch this yr. BHWX, NORX up 20. JUHL up 17. ZAAP up 15, reversing 5-day fall off 1-day zoom. CERPQ up 15. WSGP up 14. AMEL up 12. ECAU up 11 .... SATCQ down 48. HYSR down 20, day 3 of fallback from at least 12x surge. PLUG down 16, day 4 of adjustment in 4-month surge after reporting, downgrades. They expect profits, more large customers this yr. OPTT down 15 after reporting, day 3 of fallback to up 2x from Feb. CRCL down 13. WTWO down 12, up 14x in recent weeks. GWBU down 11. FSYS down 10 after reporting, gap new low on volume. ZNNMF down 10, maybe working double bottom with Dec. UBRG down 10. FCEL down 9, day 4 of correction on 3x surge from early Feb. Fuel cell madness calming down. Happy trailers for the weekend pards. Let's see how Ukraine votes Sunday. And then what. Bill Gates for President. Warren for VP. Yea, he's old, but we can deal with that. Why not the richest guys in the world? At least they know what to do with money.

STUFF ... Europe has 40BCM NG in storage - 10% annual demand ... US lifted post-spill ban on BP in GOM ... UK govt investing 20M Pounds in Brit geothermal project ... Norway's sovereign wealth fund (largest in world) to increase clean energy investment ... Enel Green Power approved to operate 1st phase (30Mw) of 90Mw Brazil wind park ... UK wind farms get 1.2B Pounds subsidy/yr. Onshore farms get ~557M ... Capital Stage (Germany) forecasts 40% rev increase this yr to Eur80M. Recent buy of 40Mw French solar portfolio for Eur140M ... Over 80% German solars anticipate job losses due to subsidy cuts, lower orders ... Cape Wind awarded cable supply contracts to US comps ... Rising Development (China), Hareon Solar to build 800Mw China solar ... US crude rail shipments up 83% in '13. Over 434K carloads ... 12% decline of US carbon emissions '07-'12: study ... Kerry: national security must include climate change ... Enviro concerns at record low among Americans: Gallup ... Virginia, France pledged cooperation on climate change ... Solar project at NC airport canceled ... BLM, state investigating report of pilots being "blinded" by Cal solar plant. (Don't look at it.) ... TSLA, Prius batts contribute to China pollution ... Okla senate OK'd moratorium on eastern wind farms ... Brazil govt plugging $5.1B into power sector to ease drought losses. (Most power from hydro.) ... Court ruled development can continue in AK petrol reserve ... Homeowners filed $25M lawsuit v. frackers in TX town ... Fracking putting millions of Californians at risk of increased quakes ... Africa Development Bank launched $100M clean/renewable energy fund with US committed capital. Expecting $200M next 12 months ... Cal Energy Commission granted $4.6M for anaerobic digester using dairy waste to power ethanol refinery ... Shell to slash exploration, production investment 20% in '14. Losses in N Am shale ops. May have to unload Eagle Ford shale play ... Mexico to release seismic data to oil/gas developers ... Zimbabwe unit of China comp to build $780M coalbed methane gas-fired 400Mw plant. Still needs govt OK. 1st phase $50M to drill 38 wells, 12Mw plant ... UK, Irish PMs reiterated support for project linking Irish wind farms with Brit grid ... Aquion Energy got $56M equity finance to expand ops. Bill Gates among investors. Aqueous hybrid ion batts using saltwater.

FRIDAY NOONISH ... Market up 20/1/-- . Volume normal. WTI over $98, Brent over $108 ... (stock #s in %) EWRL up 39. BHWX up 20. MDDD up 19. POLR up 16. BIOF up 12 off top lines (200-day). SSOL up 11. HYGS up 9, triple from Oct. JASO up 7, top lines held (50-days) .... SATCQ down 54. ECOS, VNDB down 50. GERS down 20. OPTT down 18 after reporting. CRCL down 16. HYSR down 15, still up 6x this month. BFRE, TRKP down 12. FSYS down 11 after reporting, gap new low. GWBU down 11. UBRG down 10. FCEL down 7. PLUG down 6, 2 downgrades.

THURSDAY CLOSE ... Market down 231/62/21. Volume kinda heavy. WTI over $98, Brent under $108. NG $4.35 ... (stock #s in %) AEHI, ECOS up 100. SATCQ up 72, double intraday. CRCL up 68 on volume. WTWO up 45 on volume. AQNM up 28. PSPW up 21. VSPC up 17 on volume. PLUG up 17 on volume. ZNNMF up 14. HSOL up 13 on news of not reporting. ASPW, BLDP up 11 .... AMRC down 17. GERS down 16. CNTO, ENSL down 12. LEXG down 12 on volume. KIOR down 9 after reporting.

STUFF ... Ukraine looking at onshore/offshore (Black Sea) oil/gas auction ... NC's top utility regulator subpoenaed in Duke coal ash spill criminal investigation ... DOE: homeowners who heat with propane spending 54% more this winter over last. Heating oil users 7%. NG 10%. El 5% ... Heating oil use by US utilities 471Kb/d wk ending Jan 17 from 220K avg for Dec, early Jan ... N East US 13% colder this winter than last. Midwest, south 19% more. West 5% warmer ... US propane production up 15% yoy. Early Feb inventories near 50% below last year ... Albany County health officials ordered moratorium on expanding oil processing facilities ... Nearly all utilities in US, Canada, Mexico grid security test said their planning not good enough: N Am El Reliability Corp report. But lessons learned in cyber, physical security ... EU Parliament banned super climate warming gases ... DOE funding new push to coordinate states' support for wind energy ... IPCC chief warned fight to halt climate change getting more expensive ... SCTY teaming with Best Buy on rooftop solar ... UN carbon credit prices hit record low ... Pacific islands losing out on UN climate change funds ... USPS ripped BLM analysis of latest solar project proposed for Cal desert ... Appeals court upheld KY mountaintop coal mine permit ... Est. 80K clean energy jobs created in '13: study ... States moving to block TSLA's direct sales. NJ did ... Cal water needs face $2-3B annual funding shortfall ... States want Obama admin to back intl standards for ship emissions ... 18 OH coal facilities operating with expired permits ... Panasonic to compensate employees for China air pollution hazard ... OIl spills, water pollution, missing $20-50B stirring unrest in Nigeria. Elections next yr ... OH officials ruling out fracking causing earthquakes but stopped fracking near epicenters ... MN regulators approved solar tariff formula ... WY win v. Halliburton on fracking disclosure ... Election frontrunner in India signaling clean energy revolution. May election ... Alberta regulator halted steam bitumen mining. Concerns over fracturing cap rock ... US crude production up 105Kb/d last week to 8.18M ... Libyan "navy" surrounded that (N Korea flagged) oil tanker for awhile, but it sailed away. Libyan AF refused to bomb it. PM ousted by Parliament. Tripoli building force to take back export terminals. (Pirates could have done better.) ... JA Energy (Nevada) filed patent on modular distill, el generator unit using simple sugars to produce el ... Exporting US crude could add $70B to upstream investments by '20, lead to up to 500Kb/d more US production: API. US consumers could save up to $6.6B in energy costs by '20. (Again, API.) ... DOE announced test sale of 5M bls from Strategic Petrol Reserve. Last release June '11 over Libyan disruption. (This one over what? Ukraine?) ... Harvard: device to produce energy from Earth's infrared radiation emissions into space. Continuous 100M Gw. 2 designs ... Naftogaz (Ukraine) ran up $3.3B debt to Gazprom in '13. Partly paid back ... Disruption of Russia NG through Ukraine would affect 15% of Europe NG supply. Italy most at risk ... Only Greece, Romania have no NG storage. Greece can import LNG. ~$60B+ Gazprom sales to Europe/yr. Over $10B /y sales to Ukraine ... EU may delay decision on NG pipe from Russia through Black Sea to S East Europe. But value destructive. EU has to stick to competitive NG market vision ... US shale gas operators continue to improve drilling tech, increasing total output per-rig. Avg Bakken rig 492b/d ... India coal workers to strike 3 days over pay, benefits ... Vestas 207Mw wind deal in Turkey ... 6 Washington towns getting LED street lights. Lights 9% of street maint budget in 1 town. 183 lights $55K replacement cost. $5K/y savings ... Pending regs on carbon emissions from coal plants to destroy 600K US jobs by '24: Heritage Foundation ... Toshiba supplying lith-ion batt storage for 2 clean energy projects. 2-3Mw systems. Order from utility for 40Mw system ... UK demo heat pump project by 3 Japan comps. $39M, 600 public housing homes ... Falck Renewables (Italy) reported Eur15M '13 net profit v. Eur85M loss ... GCL-Poly '13 loss narrowed to $86M, revs up $3.3B ... Africa Renewable Energy Fund raised $100M, wants $200M by yearend ... HSOL forecasts 1.5-1.6Gw shipments this yr.

THURSDAY NOON ... Market down 66/12/4. Volume normal. WTI over $98, Brent under $108. New Zealand raised rates ... (stock #s in %) ECOS up 100. AMLM up 44, new high. WTWO up 36. HSOL up 16, gap jump off 4-line convergence on heavy volume. OPTT up 15 on volume, near triple from early Feb. LMRMF, TRKP, USEI up 10. PLUG up 8 after rerporting. BLDP up 8, triple from Feb .... CSKH down 33. SATCQ down 30. ENSL down 25. AMRC down 18 after reporting, drop through bottom lines (200-day). GERS down 16. ZAAP, CNTO down 12. AMTX down 11.

WEDNESDAY CLOSE ... Flat mixed. WTI ~$98, Brent $108. Just figure on getting that info. Hay, work being done here, OK? OK I went out to pizza yesterday I admit. Olives, bacon, mushrooms. Give me break. CRGE up 40. WTWO up 37. FNVRF up 29. UBRG up 26. GERS up 20. CBWP up 17. CABN, ASPW up 14. EFOI up 13. PLUG up 12 on news. ALTI up 11. BLDW, EWRL, NORX up 10 .... ECOS down 50. SATCQ down 42. AMEL down 22. AMLM down 21. CSKH down 20. LEXG down 19. PSPW down 18. WSGP down 16. POLR down 15. OPTT down 13. LTBR down 12. CSGH, ENSL down 11.

STUFF ... Gazprom supplied EU, Turkey record 162BCM NG in '13. 86BCM transited Ukraine ... US Fed court rejected challenge to EPA power plant emission rules by TX, industry groups largely on procedural grounds ... US oil would be 8% of Keystone's flow under current contracts. Would also leave up to 32% of capacity open ... Vestas passed GE to regain world biggest wind turbine maker title ... NY power plants paying record high price for GHG credits ... Cincinnati looks to end 100% clean power supply for residential customers ... NG distribution comps top list of 25 most profitable utilities ... Steelworkers opposed to US crude exports ... Reykjavik Geothermal to start on $2B project in Ethiopia by July. 500Mw by '20. Potential 1Gw ... Ap for 320Mw tidal energy project in S Wales accepted for UK consideration ... Argentina set biodiesel price too high for local blenders. $576/metric ton. Now under 5% diesel blend. 10% mandate ... US ethanol exports up 33% in Jan yoy. Highest since Dec '11. 326M liters. Brazil demand up. Other marts Canada, India, P.I., UAE ... Ireland could supply 39% of its renewable heat target by '20: study. Now 3K hectares of energy crops. Could reach 67K with right incentives ... Wisc ethanol plant fined $125K for air pollution violations ... Australia oil production down 18.6% in '13 yoy to 72M bls. Lowest since '70. Also decline in reserves replacement. Consumption 346M bls in '13 v. 140M production. Major supply crunch in works, may become hot exploration area ... EU next week expected to call for cuts on reliance on NG imports ... Coal industry citing polar vortices as case for keeping old coal power plants ... Germany widening security around its 9 nukes. All to be shutdown in '22 ... Infigen Energy sold 40Mw of US solar projects to Duke. 2 Cal 20Mw projects ... GE 110Mw wind contract in Germany. 2.5Mw low-speed turbines. 3 of 8 projects by Juwi ... GE 16MW wind contract in Scotland. 1.6Mw turbines. Total 212Mw contracts to Germany, France, Scotland, Sweden ... Last trainload of coal - 100 tons - delivered to Indy coal steam plant downtown. 121 yrs old. Steam for heat, hot water for ~200 customers. EPA regs would require $24M overhaul. Already $12M retro in '06. 3 boilers already burn NG. Currently 85% of Indiana power gen from coal, 8.5% nuke, 4.4% NG, 2% clean ... Wind power tax credit "dead" in Congress this year ... GDF Suez unit 5-yr, $75M contract to op Canada waste-to-ethanol plant ... Complete Solar Solutions raised $5M to expand into Cal, N East. Targeting $100M revs by '16. Residential systems ... GTAT $336M contract for Malaysia PV solar production plant. 25K metric tons polysilicon/yr. Polysil prices up 10% in Feb yoy ... Capstone wind asset purchases contingent on valuations ... Bosch closed sale of solar module facility to Solar World ... Europe's VC/PE clean energy investment down 47% in '13 ... Local enviro regulators cleared 750Mw Next Era solar plant in Cal ... Gamesa consortium reported progress on 15Mw turbine by '20 ... Chaori bondholders could sue over default ... Enel to increase investment in clean energy, emerging marts ... Soitec (France) bringing new investor into 44Mw S Africa CPV project ... Schneider El won 1.5Gw supply deal for AREVA offshore France wind farms ... E.ON to shutter 1/4 fossil fuel fleet due to Europe energy crisis (new clean energy) ... Vestas temporarily adding 450 jobs at Colo turbine blade factories to meet new demand ... US bankruptcy court approved Edison Mission reorganization plan, asset sale to NRG Energy.

WEDNESDAY OPEN ... Market down 33/14/7. Volume normal. WTI under $99, Brent under $108 ... WTWO up 25. GERS up 20. PLUG, WWPW up 18. CABN up 16. LEOM up 15. CCTC up 12 .... SATCQ down 60. ECOS down 50. AMEL down 23. MKBY down 22. ZAAP down 19. AXPW down 14. CRCL down 13. WSGP down 11. HYSR down 8.

STUFF ... 156 heat records broken in Australia. So far ... Scientists found 4 new ozone-depleting chems in atmos: study ... (N Korea?) oil tanker left Libya port, destination unknown. Or it was seized. Neither claim unconfirmed. (What a world.) ... ORNL researchers invented way to see how lith-ion batts work real time at nanometer scale ... Mars Inc to fully account for palm oil sources ... Delaware earned $4.5M from carbon emissions auction ... US admin approved Colo coal lease ... Marine biologists to measure world's plankton population ... Regulators reviving '83 "stream rule" for coal mining after court rejected Bush regs ... FERC ordered new standards to enhance grid security ... BPA-free plastics could be just as harmful: study ... No radiation found at NM nuke waste storage site ... Thyroid cancer on rise in Fukushima children ... Exelon may close some of IL reactors ... China discovered over 1B tons proven oil reserves in '13. 7th yr over 1B. 202M tons recoverable. New NG discoveries 616BCM in '13, 322B recoverable. '13 oil output up 1.4% to 210M tons. NG production up over 9% to 117BCM. As of Jan, China has 24.4B bls proven oil reserves, up 700M bls yoy. Total '13 oil liquids production 4.5Mb/d, 93% crude. Est. 4.6M by yearend. Crude imports now 6.2M ... HEVO Power developing in-street wireless EV chargers. Look like manhole covers. Up to 10Kw through 220V induction. Receiver installed on EV along drive train. 2 chargers next yr in Manhattan. S Korea has wireless charging project for buses. Toyota next yr to test wireless charged Prius in Japan, Europe, US ... China shift to coal-to-petrochems should help coal prices ... China exports down 18% yoy in Feb ... Equatorial Guinea trying to improve world image. Africa's highest GDP/capita. Corruption. Africa's 3rd largest energy producer. Seeking investors for mining. (Or PR?) ... GestampSolar, 8minuteenergy to build 50Mw solar plant in Cal. '15 start, online '16 ... Washington Gas Energy (VA) to build 2.6Mw Bloom Energy project in Cal. NG or biogas. Solid oxide fuelcells ... Rosatom resuming rail nuke shipments to Europe via Ukraine. Kiev lifted ban imposed during protests. Deliveries/pickups could also be done by air ... AES battery energy storage to replace peak power plants. $1/w. Demo 32Mw project to support VA wind farm. Power for up to 4 hrs. Li-ion batts ... Duke selling those 13 midwest power plants cuz net book value of $3.5B after depreciation, market value $1.5-2.5B. And avg daily power price down from over $71/Mwh in '08 to over $37 in '13 ... BLM approved project to extract lithium from clay (AMLM or AMEL?) ... Mass deforestation crippling Asia-Pacific: UN group ... Megadams pose long-term threats to developing econs: study ... Inspectors hadn't probed WV NG pipe that exploded for decades: safety board ... Hyundai to launch EV in '16 ... Abengoa targeting growth in LatAm off-grid solar ... FITs not functional in Africa: project adviser ... Chaori Solar facing Shenzen delisting ... GTAT got $336M contract for Malaysia polysilicon plant. 25K tons/yr ... TRIG (UK) to raise 85M Pounds in share offer to fund acquisition of 78Mw wind/solar portfolio. May go to 120M Pounds ... Enel Green Power (IT) net profit up 36% to Eur528M in '13. Revs up 12.2% to Eur 2.8B. EBITDA up 10% to Eur1.78B ... GE got 212Mw wind turbine orders from Juwi in Germany.

TUESDAY OPEN ... Market up 31/15/2. Volume normal. WTI under $101, Brent over $108. UK manufacturing up more than forecast ... (stock #s in %) CDTI up 126, new high, on news, volume. ECOS up 100. HYSR up 50, new high, volume. OPTT up 27, new high. CBAK up 22, new high. EFOI up 20. AMPD up 18. ABAT up 17. CCTC up 16. BLDP up 16, new high on downgrade. FCEL up 15, new high, after reporting. POWR up 13, new high, after reporting, volume, upgrade. CERPQ up 11. ASTI, LEDS, NFEC up 9. AMSC up 8. PLUG up 6, new high, volume .... AMLM down 32. SSOL, CGYV down 20. FTEK down 17. CSGH down 16. PSPW down 12. LYSDY, AMEL down 11.

STUFF ... Brazil's worst drought in decades decimating crops. Jan 2nd driest in 80 yrs. El rationing, LNG imports looming ... US public transit use highest since '56. 10.6B pax trips ... Exelon to spend $400-500M in post-Fukushima fixes to 17 reactors ... E Libya militia selling oil, defying govt. Tanker flagged under N Korea. "Will be bombed" if doesn't follow govt orders when leaving. Now blockaded in port by militia backing govt ... Maliki saying Saudi, Qatar openly funding Iraq insurgents. Iraq elections April 30 ... 71 of 73 major Chinese cities didn't meet enviro standards last year. Serious probs 189 days in Beijing. Pollution starting to affect neighbor countries ... Kazakhstan suing oil majors developing Caspian field over repeated delays. $50B 13-yr project to produce as much as Angola from reserve almost as big as Brazil's. Kaz also seeking $737M in fines over NG leaks/pollution ... Iraq, Jordan expect pipeline could deliver 1Mb/d to Jordan by '18 ... Nigeria filling stations running dry ... Eqypt trying to pay near $5B owed foreign energy comps before comps move out ... Trans Canada pipeline project getting reviewed. 930-mile new segment, conversion of 1,800-mile NG pipe to oil by '19. Est. 1.1Mb/d cap. West Canada oil to East refineries to offset 700Kb/d imports now ... Shell wants UK political stability. Wants Scotland in UK, UK in EU ... Panama Canal Authority: new canal online Jan '16 ... Exxon expects to add 300KBOE/d to production this year ... US rail congestion from winter forcing some utilities to pull coal units offline. Stockpiles low, concern over deliveries. Railroads also rerouting ethanol deliveries for East coast running out ... China targeting shale gas output of 6.5BCM/y by '15, 60-100 by '20 (5.8-9.7BCF/d) ... Complete stoppage of Russia NG through Ukraine would give Europe up to 56BCM NG deficit this yr ... N Sea NG production down substantially last 3 yrs. UK may have to import 70% of NG by '20 ... 2% of US gas stations offer E85. 5% of light duty vehicle fleet can use it ... USDA announced $60M for 195 advanced biofuel projects ... Cost Exxon $11.48/BOE in '13, up from $9.91 in '12. (And oil over $100/bl. Go figure.) ... Wide gap appeared between China rhetoric, bargaining position on '15 climate pact ... S US chickadees invading North ... Intl consortium hit with $738M fine for NG leaks at offshore GOM drilling megaproject (Assuming it's the GOM.) ... Utica shale gas field growing: report ... PJM grid operators: we can handle 30% clean energy without any significant reliability issues assuming transmission upgrades, higher reserves. 12 PJM states have renewable portfolio standards of 18-25%. PJM to grow from 4Gw solar, wind in '10 to 33Gw wind, over 9Gw solar by '29. Will require $14B new transmission, reserves up to 1.5Gw ... Consortium, UN launched small hydropower interactive online database. 75Gw now installed globally. 173Gw potential. N Am has tapped 86% of potential. Central Asia under 4%. East Asia 20% ... India suspended wind forecasting fines due to data inaccuracy ... 30Gw offshore wind will be connected by HVDC by '20: Navigant. Will help triple mart for HV submarine power cable. ~9K km offshore cable next 15 yrs ... GE unit developing lower offshore wind cost. "Passive Boost." Medium freq transformer, diode bridge converts 33KVAC to 50KVDC. Lowers cost11-15% ... US crude inventories up 1.4M bls last week ... Gasoline prices in US expected to climb next few months with annual switch to summer blend ... OPEC Feb production up 240Kb/d to over 30M, mostly on Iraq ... Since '08, US oil product exports up 1.7Mb/d to 4.3M in Dec. Covered ~25% of global increase in demand. (US is ~25% of world econ.) ... N Dakota said Dec backlog of wells drilled but not fracked grew to 635. To be months before we know the slowdown from winter ... UN inspectors saying Iran reducing stocks of highly enriched Ur as required by current deal. Long way to final deal ... Last week Israel intercepted ship shipping long range missiles from Iran to Gaza. (Can we stop the hate?) ... US Supreme Court ruled Argentina must pay BG Group $185M for losses in '02 price freeze, currency change. (OK. US Supreme Court ruling on UK comp/Argentina. See anything weird there?) ... Ukraine failed to pay Gazprom for Feb NG deliveries. "No issues" with transit shipments to Europe ... NRC found 11 nuke power units in US with "degraded" level of safety, security performance or worse ... Enel Green Power completed 30MW wind farm in Brazil ... Public Service Enterprise to spend up to $12B next 5 yrs on mostly transmission upgrades for reliability. 20% increase over last 5 yrs ... Trina Solar sold its 1st utility-scale PV project in China. 50MW ... Yingli supplying 27.5Mw for Israel project ... Yendenko (JP) to build $30M 12.5Mw solar plant in Japan. Online '16. Plans 9 more solar projects ... Europe's clean energy project finance up 4% in '13 ... Renewable Energy Trust Capital (Cal) raised $125M to buy utility-scale, commercial, industrial solar plants ... At least 37Gw solar PV cap added globally in '13. Asia-Pacific lead, Total world solar cap136.7Gw at year start ... UK Green Investment Bank 24.5M Pounds for biomass install at turkey farm ... Northland Power (Canada) increased credit faciility to C$600M from C$250M ... Canadian solar consortium to invest $1B in 500Mw India solar plant, panel factory ... SCTY: 62% US homeowners "interested" in solar roof ... Chaori to sell solar farms to repay bondholders after default ... Tokya radiation less than Paris's 3 yrs after Fukushima.

MONDAY CLOSE ... Market down 34/1/flat. Volume new higher normal. WTI ~$101, Brent under $108. NG $4.64 ... (stock #s in %) CGYV up 150 on 1K shares. HYSR up 103, new high, on volume, up over 7x this month. BFRE, CRGE up 32. BLDP up 30, new high, on volume, up over 3x from early Feb, up 7x from May. Fuel cell madness. PLUG up 24, new high, volume, up over 10x from Dec. Fuel cells. ASPW up 20, back to bottom lines (50-day). LEOM up 19 off top 3 lines, light volume. RVLT up 17 on volume, news, jump off top lines. MKTY up 16 off top lines (50s). HYGS gap up 15, new high, volume, up over 3x from Oct. Fuel cells. MGLT up 14, back over all lines from under them, then back under them. PSPW up 13 off 3 bottom lines. FCEL up 11, new high, volume, fuel cells, up near 3x from early Feb. ALTI up 10, staying near tops, up over 2x from early Oct. NORX up 10 .... ECOS down 50. CSKH down 46. GERS down 33, volume. MKBY, PTOS down 28. CNTO down 25, headed back to bottom. BHWX down 22. AMEL down 17 on volume. GWBU down 16. ABAT down 13, day 2 profit taking. CCTC down 12, new low, volume. ENZR, NGLPF down 12. QTMM down 11. AXPW down 10 on volume. LMRMF, CDTI down 10.

STUFF ... Ukraine sees Gazprom raising NG price 37% in 2Q ... Japan looking to set higher subsidy for offshore wind, reduce solar subsidy ... In '45, FDR cut a deal to protect Saud throne for Sauds only selling oil in dollars ... S Dakota to use E15 in state vehicles ... BP CEO pay tripled in '13 ... US has ~150-200 nuclear weapons in Belgium, Netherlands, Italy, Germany, Turkey. 200 can destroy civilization. '08 review: most US nuke weapon storage sites in Europe don't meet DOD security standards. (Wonder if they do now? Me too.) ... Newly installed US wind capacity down 92% in '13 due to Fed subsidy lapse. Wind power getting subsidies since '92 (production tax credit). Congress let it expire in '00, '02, '04, '12. Will be spike in '14 cap from late '13 reinstatement. Congress let it expire again. (They don't do that to fossil subsidies.) PTC typically monetized by small cabal of tax equity investors ... In '13, US imports of crude, petrol products 9.5Mb/d. 90% from Canada, Mexico, OPEC ... Sun Edison $50M fund to finance 13.4Mw solar for Calif prisons, hospitals ... Rate of oil depletion from present reserves 4x rate of new oil discovery ... Oil prices up 4x since '01. (Wonder why we have slow growth?)

MONDAY OPEN ... Market down 101/17/7. Volume light. WTI under $102, Brent ~$108. Global debt over $100T ... (stock #s in %) MGLT up 128. HYSR up 59, new high. RVLT up 17, new high, on news. BLDP up 17, new high. AMLM up 15, new high. PLUG up 15, new high. FCEL up 13, new high, on news. HYGS up 13, new high. AMPD up 12. LEOM, ZAAP up 10. BYDDF up 1, new high .... CSOL, GERS down 22. ABAT down 16. WTWO down 14. EWRL down 11.

FRIDAY CLOSE ... Market flat, mixed. Volume normal. WTI over $102, Brent $109 ... (stock #s in %) AMEL up 84, up 8x in 6 days. SATCQ up 78, slight peek out from bottom 3 lines. HYSR up 50, up about 6x in 4 days. MKBY up 40, back over top lines (50-days). BFRE up 36. AXPW up 33, day 3 of 2x surge from bottom 50s to over top 200-days. PLUG up 30, new high, up over 8x from Dec. PTOS up 30, over top lines (200s), up 2x from Feb. GERS up 28. UBRG up 23. CCTC up 20, still under bottom lines (50s). FCEL up 18, new high, up over 2x from Feb. GWBU up 16. CSKH, NGLPF up 15. QTWW up 9, new high, up over 5x from Sept. BYDDF up 6, new high, up ~50 since early Feb. ABGB up 4, new high, up over 2x since mid-Nov .... SLMU down 50. ZAAP down 42, day 2 up and down, still up over 2x. AMLM up 22, day 2 back off top, still up near 8x since year start. PSPW down 21, back in 3 bottom lines. PWDY down 21, bottom. ABAT down 17, day 6 of surge, intraday hit 50-day lines (top lines) before rebounding ~70%. CERPQ down 12. CRGE down 11.

STUFF ... Exxon delaying Ukraine NG project. NG fields in E Ukraine, Crimea now. Chevron has $10B shale gas deal in W Ukraine. Est. ~3TCM. Similar deals already with Shell, Exxon ... Duke buying 2 20Mw Cal solar farms from Infigen Energy ... CSIQ got $44M for Ontario plants ... India approved 3B Rupees subsidies for solar water pumps ... RES (UK) abandoned 100Mw, 300M Pound biomass plant plans due to govt policy ... Mainstream (Ireland) got enviro OK for 88Mw, $160M Chile solar plant ... Europe's energy giants warning Scot govt that restricting development on wild land could affect country's ability to meet EU clean/ren energy targets. (It's probably political. Scotland to vote on independence in fall.) ... Wind power met over 4% of US energy use in '13 ... Queensland to remove A$.08 solar FIT ... TSLA targeting Europe ... Canada to allow oil sands bitumen, conventional oil to use Enbridge pipe across US to Quebec refineries. 300Kb/d ... Judge ordered Duke to immediately eliminate sources of groundwater contamination at its coal ash dumps. From '12 complaint. NC regulators failed to enforce: judge ... Hawaii utility put limit on rooftop solar ... UPS $70M for propane trucks ... China to speed up nuke plant expansion ... As temp goes up, so does malaria: report ... Researchers see rivers as "tape recorders" of long-term climate shifts ... Palm oil competing with food production in Indonesia ... Californians turning to rain dances ... US forecaster predicting emergence of El Nino in summer-fall ... Oklahoma quake largest ever linked to fracking: USGS ... NJ project turns fracking emissions into liquid fuel ... Ambri - Boston startup - developing liquid metal batts for energy storage. Under $500/Kwh. Under 1/3 cost of some current techs. Li-ion ~$1K. Gates, Khosla some of backers. 1st installs next yr in Mass, HI. Planning new plant ... Avg US home used 903Kwh/mo in '12: DOE ... ~23.4Gw pumped hydro E storage in US. 304Mw batt storage: DOE ... Lawsuit brought upon Hawaii, Hawaii utilities over delay of geothermal contracts expected last yr to develop 50MW on Big Island. At least 900Mw geo resources in state. Estimates up to over 2Gw (enough to power most of islands) ... New US shale wells fizzling out in 1st year. Avg flow drops 50-75% in 1st year for NG, up to 78% for oil ... Neste Oil (Finland), DONG teaming on developing renewable diesel, av fuel. Biomass-based ... Calif start-up got ORNL license for ethanol-to-HC tech for trans fuels ... S Africa-Brazil JV to build $119M sugarcane ethanol plant. 1.5M cubic liters of ethanol, 94MW el (84 to grid) ... Drought in Malaysia, Indonesia, Thailand to reduce palm oil yields for up to 2 yrs ... Gross US petrol products exports record 4.3Mb/d in Dec ... Marathon Oil taking 50% stake in Ethiopia block from Africa Oil (Canada). $3M cash, $15M for development ... GDF Suez over $13B '13 loss. $20B writedown. "Over solar, wind subsidies" (Deterioration of NG storage, thermal power in Europe.) Europe has lost ~50Gw NG-fired powgen cap last 5-6 yrs. Rising prices (Russia, LNG), less demand, rise of clean E. GDF gave up 10Gw. More in consideration. E.ON wrote down assets in recent yrs. RWE has $4.5B coming ... Eni challenging Europe's oil-linked NG prices with renegotiated Statoil deal, suspended $10B lawsuit over high prices. Eni to pay mart prices for NG ... UK petrol operating costs up 15.5% in '13 to $14.8B. $28/bl. Totalo cap spend $24B. All fields over $50/bl cost. 10% increase seen for '14 ... Canada oil sands exports to US 40-57Kb/d Dec. Industry had projected 200K ... LNG boom may turn to bust: Rice U expert ... RGGI carbon prices jumped in 1st event with fewer permits ... Vestas got 99Mw turbine order from Finland ... Wuxi Suntech to enter Japan retail el mart ... GEVO licensing isobutanol tech to Argentina comp ... Hubble captured 1st-ever pics of distant asteroid disintegration ... Capital Stage (Germany) bought 40Mw solar from Aquila for Eur140M ... Canada consortium plans $1B, 500Mw solar plant, panel plant in India ... $2.3B for clean E, E efficiency (EERE) in DOE $27.9B '15 budget ... Capstone Infra (Can) '13 profit up over 46% to C$67.2M ... Chaori Solar 1st China comp to default on onshore bond. Solar panel maker ... Brammo - OR el motorcycle maker - raised $9.5M in 1st close of series D ... Covanta closed $400M senior note offer ... Ireland-UK powerline link talks collapsed.

FRIDAY OPEN ... Market flat, mixed. Volume normal. WTI over $102, Brent over $108. 175K jobs, rate higher. Germany industry output up ... (stock #s in %) AMPD, BFRE up 16. CCTC, LEXG up 15. HYSR up 14. PLUG up 13, new high. NGLPF up 11. MDDD up 10. BYDDF up 6, new high. GTAT up 3, new high, on upgrade ... VNDB down 50. CSOL down 44. ZAAP down 39 after yesterday's rocket. BLQN down 36. AMLM down 28. BSRC down 18. GERS down 14. CERPQ down 13. WSGP down 12. CRGE down 11. JUHL down 10.

THURSDAY CLOSE ... Market up 61/(5)/3 ... (stock #s in %) ZAAP up 306, new high. VLNCQ up 125. SLMU up 100. SATCQ up 42. BSRC up 35. IFXY up 20. WTWO, BHWX up 16. CERPQ, ENSL up 15. HSOL, FNVRF, AXPW up 12. SPIR up 11, new high. NFEC, PSPW, VSPC up 11. CSUN up 10 on volume. ABAT up 2 on volume after hitting wall .... CGYV down 50. AMLM down 47. HYSR down 44. MKBY down 33. HOKUQ down 16. LEXG, POLR down 14. BIOF, CSKH, SENY down 13.

STUFF ... Gazprom threatened NG supply disrupt to Europe. (Ut-oh). Called Ukraine a $2B deadbeat from '13 ... There are heavy EU fines for supply stop. Gaz ~25% Russia revs. '09 blowback memories from 18 countries in winter cold. '06 too ... Ukraine's discounted prices impeded industrial reform to keep up with world. Uke 1 of most E-intensive countries in the whole big world. But 1/3 E efficient as avg. Euro country ...Israel to help Calif deal with drought, alt E ... BP splitter refinery seen skirting US oil export ban ... Exxon cutting cap spend 6% this yr to <$37B. To increase liquids production 2%. Excluding acqs, spending avg. under $37B/y '15-'17. Production rising 4%/y '15-'17. Production starts at 10 major sites this yr ... Alpha Natural Resources, 66 subsids paying record civil penalty. $27.5M. To spend $200M to clean water from mines in KY, PA, TN, VA, WV. New equip should prevent discharge of up to 36M lbs/y of dissolved solids including 9M lbs of metals, other pollutants ... Scientific evidence doesn't support argument current Cal drought linked to clime change: scientists ... US energy infra threatened by clime change poses "national crisis": report to NCA ... US solar industry up 41% in '13. Over 12Gw added. Did I already say that?) ... Global warming could drown 20% of world heritage sites ... Many central US hardwoods species vulnerable to clime change ... EU compromise deal on av C emiss ... # hot days Australia up signif ... Largest US grid operator - PJM - could switch to 30% clean E with no ill effects: study led by GE ... Oil comps haven't made clear case for US crude exports: Moniz ... MO util facing lawsuit over emiss from 3 coal plants ... NC appeals court affirmed Duke-Progress merger ... Time for Europe to frack or go home: Siemens ... Refiners crying foul over oil-by-rail testing directive. Wah ... Batt storage may vie with US oil boom for E game change: Moniz ... US utils get ~$360B/y revs ... US met 86% of E needs itself 1st 11 months of '13. Highest since '86: EIA ... E price concerns resonate in EU talks on '30 climate goals ... NC appeals court affirmed Duke-Progress merger ... Time for Europe to frack or not to frack. That is the question: Siemens ... Refiners crying (wah) foul over oil-by-rail testing directive. (Their cars.) ... Batt storage may vie with US oil boom as E game change: Moniz ... US utils get ~$360B/y revs. Not big. But something. (Ever played monopoly?) ... US met 86% of its E needs itself 1st 11 months of '13. Highest since '86: EIA. EIAIO! ... E price concerns resonating in EU talks on '30 clime goals. Gap between Europe/US price. And other. US House (God bless them) voted to scrap EPA power plant rules. (Ain't gonna,) ... National security turf war flaring up between IG, EPA ... FERC proposed 1st new funds in 3 yrs for hydro, HQ ... Util urging court to overturn FERC on transmission line charge ... IG launched audit into Fed bullet train grants ... Aging nuke plants Europe safety risk: rpt. (Check with Merkel) ... IEA: wind, solar can carry bulk of E transformation. Integration of clean E by any country can be done at small increase on grid costs. 1st 5-10% no cost. 45% 10-15% cost ... ~300Kb/d Russ oil transits Ukrainers ... Iraq to add over 500Kb/d production this yr (if they can) ... Some officials predicting Venezuela oil industry collapse soon ... UAE comp to build $800M biofuel facil.1M met tons/y. Avfuel, bio-LPG, Greendiesel ... Ceres (CERE) raised $20M in stock offer @ $1/share ... Boeing (Boing) and pards initiative to expand S AF farmers growing sustainable fuel crops ... Clemson student ( I once knew 1) boosting algae yields with crude glycerins ... Rising palm oil prices to cut Indonesia blend to 41%. Now $840/ton. (And thingy at P&G HQ.) ... MO set to go with E15 in June ... Global Bioenergies deverloping direct process renewables to HCs with fermentation. Isobutene ... Poor rail conditions - car return times - supporting Midwest eth futures. Up to $3.16. Little eth avail for prompt deliv. Highest since Plat started coverage.in '11. Eth $2.33, Gasoline $2.94, Heat oil $2.99 ... National Biodeisel Board expects diesel to be 70% of all fuel growth thru '40 (How about the soot?) ... Much more NG in NW England than thought. 200-330TCF. Brit power 21% nuke, 27% NG, 41% coal ... In '10, Ukraine raised Gazprom transit almost 60% to $2.70/1kcm/100km ... BP holds under 20% of Rosneft. Lost $1B in crisis 1st stage ... Germany Russia's largest Europe trading pard.

THURSDAY OPEN ... Market up 76/7/6. Volume a little light. WTI under $102, Brent under $108. ECB kept rates on hold, BOE extended record low rates. Yellen: econ falling short of Congress-mandated goals ... (stock #s in %) VLNCQ up 184. CNTO up 30. BSRC up 24. IFXY up 22. ABAT up another 21, new high. AMPD up 19. NGLPF up 18. UBRG up 16. BFRE up 15. FNVRF, VSPC up 12. AXPW up 10. HSOL up 9. GEVO up 8 on news .... AMLM hit the wall, down 42. BLQN down 36. LEXG down 16. PLUG down 5 on stock offer.

WEDNESDAY CLOSE ... Market flat mixed. WTI down to around $101, Brent under $108. 2 more years for US health plan smuchssmatsch ... VLNCQ up 119. CNTO up 58. MKBY up 50. HYSR up 46. AXPW up 33. ABAT up 25. AQNM, MXWL up 22. AVAV, BSRC, CSGH up 21. BHWX, HOKUQ up 20. CSOL, TMEN, MGPHF up 18. FCEL up 15. AMBT up 14. AMSC, OPTT up 13. LMRMF up 12. LTBR, ALTI up 11. KIOR, ABCE, RNWEF up 10. SPIR up 9 .... GERS down 41. CRGE down 40. ECOS down 33. CABN down 21. CERE, LEXG down 20. CERPQ down 18. NORX down 16. PSPW down 15. QTMM, LEOM down 14. BFRE, CSIQ down 10 ... Billl Gates for Presidnet.

STUFF ... Large-scale OR wave energy project scrapped. (Was that Lockheed?) ... I don't understand why Calif is not at this moment BUILDING desal water plants (Could just be me.) ... House passed flood insurance reform bill limiting increasing rates for heightened risks. (Right, continue to bail out the folks who live on the beaches in election year.) ... New funding mechanism in new budget would put catastrophe wildfires on par with other national disasters. (That makes sense.) ... Solar capacity could grow over 10x in Americas by '30: study ... New radar instruments to track Antarctic shelf melt ... Live virus in melting permafrost raising Q's about disturbing Arctic ... Real Goods Solar (RSOL) claiming market lead after several yrs struggle ... Enbridge says it can spend $7B to near double 1K mile Canada to US oil pipe without State Dept OK ... Obama '15 budget has $40M crude-by-rail oversight fund ... Many US energy strategies worsen income disparity": Chevron CEO ... FERC review of Louisiana LNG project inadequate: Sierra Club ... Colo poised to break 60-yr-old record for oil in shift away from NG ... New WY water testing rule now in effect. But no contamination response guidelines ... White House suggesting privatizing TVA ... Obama budget would reduce EPA IG staff, staff boom at FWS, DOE tech office new hires, launch nonprof to bolster BLM ... EPA asking court for "voluntary remand" of new boiler rules ... USEC filed bankruptcy ... Yosemite's black bears eating less junk foods: study. (Gotta love that.) ... Greenpeace hit P&G Hq today. Protesting deforestation/palm oil ... EPA added 60 days to comment on power plant emissions proposal ... Drought contributed to Cal smog ... Americans use 2x water as they think: study ... China premier declared war on pollution. (Yay!) ... Yemen oil production started late '80's. Went to 450Kb/d after turn of century. Now back to over 150Kb/d, just above country's consumption. Govt gets ~70% of revs from oil. 25M folks, 50M guns. Per capita water availability lowest in world. .9BCM shortage from rain. Aquifer depleting. (Herd of desal?). Drip irrigation 50% more efficient than flood irrigation. Half their water used to grow gat. A non-addictive opiate. Can't afford desal or pumping water up to capital from Red Sea. Sana's peeps to 2x w/in decade to 4M. Kingdom of Sheba. Prosperous 3K yrs ago with building of Mareh dam ... Greenshift (GERS) installed corn oil extraction tech at IL Corn Processing. 32nd ethanol plant to license tech ... MO set for E15 in June ... Universal Robina to open $35M, 30M liter/day ethanol plant in PI in May, 2 mo late. Molasses feedstock. To take PI to 133M liters/y ... EU has 40BCM NG in storage. 10% of annual demand. 20% better than last yr ... UK petrol sector costs up 15.5% in '13 to $14.8B. Total cap spend $24B. Fields with op costs over $50/bl doubled. Maybe most expensive yr on record ... Obama budget calling for $4B fossil fuel tax break elimination ... Marcellus output continued to climb in '13. Up 61%. To be 25% of US NG production by '15. 20% now. 14-20BCF/d in '15. Could last 30-75yrs .... Total US NG production to increase est. 2% this yr, '15. Prices $5-6 ... RWE $3.8B '13 loss. 1st loss in over 60 yrs ... NRG Solar, Boeing broke ground on Guam's 1st solar project. 25Mw ... US installed solar up 41% in '13 to 4.75Gw. 2.1Gw 4Q alone ... LSCG looking for more funding ... Northland Power raised $255M to fund part of 600Mw Netherland offshore wind farm ... Canadian Solar (CSIQ) swung to $45M profit in '13 from $195M '12 loss ... Enbridge increased share offer to $248M ... Maine supreme court ruled against First Wind JV ... AES priced $750M senior note. 5.5% to '24 ... Bill Gates for President.

WEDNESDAY OPEN ... Market flat. Volume strong. 132K Feb jobs: ADP. Barclays downgraded Russia. China keeping 7.5% growth goal for '14. WTI down under $103, Brent down under $109 ... (stock #s in %) HYSR up 38 on volume. CNTO up 37. CSGH up 30. AMLM up 27, another new high. CSOL up 23, new high. FCEL up 14, new high. AMPD, ALTI up 12. AVAV up 11, new high. LTBR up 9, new high. AMSC up 9 on volume. ABAT up 8, new high. KNDI up 5, new high .... CRGE down 40. NGLPF down 30. GERS down 25. CERE down 18, new low, on news. MMMW down 18. PSPW down 15. CSKH down 13. LEXG down 12. SENY down 11. ZAAP down 10. CSIQ down 8 after reporting.

TUESDAY CLOSE ... Market up 227/74/28. Heavy volume. WTI under $104, Brent ~$109. Russia's richest lost $13B yesterday. Ukraine crisis threatens $8B of Russian comp loans ... (stock #s in %) HYSR up 429, new high on huge volume. GERS up 140. CSOL up 100. CGYV up 43. AMLM up 41, new high, up over 14x from Nov. CNTO up 31 off plunge to bottom. ZAAP up 27. BLDP up 26, new high, huge volume, over double from start of Feb. FCEL up 24, new high, huge volume, double from early Feb. VLNCQ up 22. UBRG up 18. MXWL up 15, new high, 3-day surge off lines to up 50% on volume. PLUG up 15, another new high on volume, up ~10x from late Nov. FTEK up 13, back over top line (50-day) on volume. ABAT up 12, new high, day 3 of over 50% surge on volume. ENSL up 12. GTAT up 11 on upgrade, new high, up over 60% since early Feb. SUNE up 11, new high, up 1/3 from early Feb. PALAF up 10. QTWW up 10, new high. ELON up 10. LSCG, JASO up 8. SPIR up 8, new high. RBCN up 7, new high. ASYS up 7, new high. AMSC up 7 .... PPRW down 75. SLMU down 30. IFXY down 25. LEXG down 24. AETI, AQNM down 19. PSPW down 16. PSON, CERPQ, AMEL down 15. PTOS down 14. CSGH, LMRMF down 13. AMBT, GWBU, LEOM, TMEN down 12.

STUFF ... Oil supplies halted to Ukraine refinery by Lukoil over debts. Owner fled Ukraine, transferred ownership to Russian bank holding debt. Rosneft considering buying refinery, also controls 2nd largest refinery ... Russia threatening to cut Gazprom NG discounts to Ukraine. Demanding $1.55B it says Uke owes. If no pay, rates go up ... Europe has est. 45 day reserve of NG ... First Solar (FSLR) made record 20.4% efficient CdTe thin film solar cell. Stion made record 23.2% efficient CIGS thin film solar cell ... US court ruled Ecuador $9.5B judgement v. Chevron "fraudulent" ... Duke Energy cited for violating NC pollution law. Failed to obtain storm water permits ... Fed appeals court ruled BP must pay comps for damages from Gulf spill without requiring proof of harm ... EC calling for flood prevention, more taxes on air/water pollution ... MN utility calling for CO2 price to implement EPA power plant rule. Also to set regional target for CO2 emission cuts ... Majority of Europeans say climate action improves economy ... Climate change has no sway over rate of disasters: Buffett ... Deal to sell Philly Gas Works to Conn utility for $1.9B ... Lifting oil export ban would give US a foreign policy lever: Murkowski ... "New kind of tank car" needed to haul crude: Buffett ... Manitoba Hydro got 2 power sales to Wisc Public Services. 108Mw in '16-'21. 308Mw for up to 10 yrs start "27. Previous 100Mw '21-'26. Requires new transmission line in planning stage ... Roughly enough wind off US west coast to power entire country. Over 900Gw ... Global food index more than doubled '00-'13. (Why are there riots in all those countries?) ... Ukraine's oil production down over 60% last 20 yrs. Now ~80% of oil/gas imported from Russia. Russia NG prices up near 4x since '04 ... EBRD report: Eur300M loans to rehab Ukraine's 15 state-owned nuke reactors will gradually double el prices by '20. Ukes now spend near 75% of income on avg on household bills. (Why are there riots?) ... UN panel report: global food demand to rise 14% by 2100. Global crop production to fall 2%/decade from global warming. Plus $1.5T econ damage (based on 2.5 Celsius temp rise). (Why are people rioting?) ... MSU leads research on cold-tolerant sugarcane with high oil content ... Korean investors to sink $90M into grain-based ethanol plant in Australia. 110M liters/yr. Fuel will go to Korea ... Oil sands production cost below US tight oil: report. $63-65 v. $72 ... Rosneft to invest $83B to develop E Siberia field over next decade. Est. 1.6B bls. Produced 430Kb/d in '13. Rosneft profit $15B in '13, up 51% ... Total selling 10% stake in Azerbaijan NG field. Project entering $28B 2nd phase. Total selling off up to $20B assets '12-'14 ... Capturing leaking methane would cost industry $2.2B: study. Selling that methane would cover the cost plus $164M/yr. 80% of leaks from 22 of 100 source categories ... Westinghouse finished safety upgrade at Slovenia nuke. Required after Fukushima. 1st Europe plant to do so ... ET Solar entering UK mart with 8.4Mw project in Brit. Online end of this month. ET's UK target 80Mw this year. Starting another 8.4 in days ... DTE Energy selected 122 solar projects in 3rd offering of customer-owned pilot project. 2MW total ... Gamesa, Santander to build 500Mw wind in Mexico next 3 yrs ... Solar Energy Corp of India to develop 1GW farm plus cell/module manufacturing plant in Andhra Pradesh. Will auction off the 1Gw ... Green Change Networks got $10M loan to offer energy storage systems to customers with no upfront costs. Uses batt power at peak el demand. 10-yr payout ... Vivent closed on $280M tax equity finance round to fund residential solar projects in UT. No upfront cost to homeowners. Blackstone bought Vivent in '12 for $2B ... 135Twh of China wind gen in '13. Near enough to power NY state ... Obama laid out "roadmap" for climate, energy goals in '15 budget. More clean E, efficiency; less fossil ... EPA taking $300M cut in budget. 5th cut in a row ... Canada says Keystone won't exacerbate carbon emissions in echoing comment to State Dept ... NPS closing redwood parks at night to stop illegal logging ... Tumble weeds inundating Colo. (I've seen it.) ... NM extended storage deadlines for DOE's nuke waste plant ... STEAG (Germany) got Eur49M from EBRD to build 108MW Romania wind farm ... Trina Solar targeting 3.6-3.8Gw PV shipments this year. 2.58Gw shipped in '13 ... KGAL bought 75Mw French wind project from Nordex, H2air ... SAG Solarstrom (Germany) entered insolvency, investor talks ... Eco Energy World sold 56Mw UK solar projects. Plans 200Mw this year ... Xcel Energy proposing 150Mw large solar in MN by '17 ... Suzlon to merge ops with Senvion (Germany). Happier trails, pards. Onward and upward. Bill Gates for President.

TUESDAY OPEN ... Market up 194/70/23. Volume slightly heavy. Putin backtrack. WTI down under $104, Brent down under $110 ... (stock #s in %) HYSR up 290 on volume. CSOL up 150. GERS up 100. CNTO, UBRG up 27. AMLM up 25, new high. BLDP up 23, new high. FCEL up 21. PLUG, MXWL up 18, new highs each. SUNE up 11, new high, on upgrade .... PPRW down 75 on 250 shares. VNDB down 50. ECOS down 33. MKBY down 30. NGLPF down 24. LEXG down 20. CERPQ down 17. LEOM down 15. GWBU down 14. AETI, DSTI down 13. TMEN down 12. LMRMF, SENY down 10.

STUFF 2 ... Iowa motorists saved over $23M in Jan using E10 blend: IRFA ... UPM (Finland) fleet tests proved their biodiesel works just as well as fossil diesel ... REGI '13 revs up 48% ... DOE $10M renewable carbon fiber funding to help meet bioenergy development goals. 5-10 awards ... China approved build 2 new reactors. Westinghouse 3G tech. $5.1B. China has 31 reactors in construction. ~8.6Gw online this yr ... $8M oil heist from hijacked tanker offshore Angola last month ... '14 China/Africa trade to surpass $200B ... Iran NG sector hurting bad: officials. Could become largest NG importer by '25. Largest reserves in world ... Noble Energy selling 57% stake offshore China. $200-300M. 4Kb/d. 7M BOE reserves. Also selling part of stake in NG project offshore Israel for $1B ... Maine governor proposing rollback of wind targets ... VT residents rejected clean/ren projects ... Officials ignored research in Great Barrier Reef dumping decision ... Abengoa Yield Co 1 of several options to finance assets ... India MOU for 7.5Gw solar in 2 states ... Jinko Solar $30M profit in '13. Targets 400Mw new plants in '14 ... TRIG (UK) to invesst 200M Pounds/yr to increase solar asset base ... Statkraft, NTE, Trender energy to form Eur841M wind JV ... IFC lending $330M for Philippine clean/ren E ... Centrosolar (Germany) to focus on US, sell off Europe ops ... Pattern Energy (US) swung to $10M '13 profit from $13M '12 loss ... Nordex (Germany) back to Eur44M '13 profit from Eur61M '12 loss ... NRG Energy lost $352M in '13. NGR Yield $109M profit. Revs up 25% yoy to almost $11.3B ... Westport, Delphi deal on NG injection tech. Cummins recalling 25K engines ... OPEC output lowest in 2.5 yrs. 30Mb/d Feb. Libya, Nigeria, Sauds ... NGVs to double next 10 yrs to 40M vehicles: Navigent. Most in Europe, China. Est. 2.6% cars, light trux by '23. NG pumps, infra to 2x in N Am by '23 .... Trina Solar, Australia National U developed highest efficient solar cell. 24.4% in lab ... Virgin Islands $65M solar projects delayed ... Fed judge in PA kept alive lawsuit on radioactive emissions from processing plants, plutonium plant. '57-'86 ops ... Governors to work with FERC top advance wind power deploy ... Bahamas joined Caymans with offering EVs ... Opower (Oprah?) - energy mgmt tech - filed for $100M IPO ... Apple, eBay, Gap, Intel - 140 Cal comps - Climate Declaration. Updated from last yr backed by 750 US comps ... More comps facing climate-related risks to supply chains ... Canary I innovative hybrid hydro-wind energy system ... IT sustainability's "ace in the hole" ... Suntech rising from ashes, eyeing UK ... Obama has power to increase crude exports: Murkowski ... Sea otters in Prince William rebounded since Valdez: USGS. ('89) ... Parched Cal farmers turning to "water witches" ... Python ate croc in Australia ... Courts again rejected Sierra Club bid to halt MD LNG exports ... Carbon capture budget priorities will adjust to tech: DOE ... NC regulators cited Duke over coal ash spill ... Data show declining lead levels in MT city at heart of superfund cleanup ... Nordex (Germany) back to Eur44M profit in '13 from Eur61M loss in '12 ... NRG Energy loss $352M in '13. NRG Yield $109M profit. Westport, Delphi deal on NG injection tech.

profit

MONDAY CLOSE ... Mart down 153/30/13. Volume kind of heavy. You think? WTI over $104, Brent over $111. US NG $4.47 ... (stock #s in %) AMEL up 270. LEXG up 208 off bottom lines to over 200s, up over 4x off bottom, on volume. ECOS up 200. (The boys in NYC are having fun, A?) VNDB up 100. CRCL up 76. LEOM up 70 off bottom lines to over all lines. Near tops. CSKH, GERS up 66. PSPW up 63 off bottom lines to over top line. AMLM up 51, new high. ABAT up 38, new high. PLUG up 24, new high. IFXY up 22. CDTI up 21. WWPW up 20. VLNCQ, JUHL up 18. GWBU up 17. BIOF up 16. ALTI, BHWX up 14. BLDP up 14, new high. HYSR up 13. FCEL up 11, new high. CSGH, ENZR, MKBY, VSPC up 10. PEIX up 10, new high. ASYS up 7, new high. CBAK up 7, new high. MXWL up 3, new high .... CSOL down 46. CERPQ, UBRG down 21. ENSL, USEI down 16. MDDD down 14. SATCQ, POLR down 12. BSRC down 11. ZAAP down 10.

STUFF 1 ... Afghan $3T of minerals wealth needs rails. (Let alone honest govt.) ... ENI's Mozambique NG block now est. at 93TCF, up from 75 ... Angola '13 oil production 1.72Mb/d. 2 new projects online this yr. Est. 2Mb/d in '15 ... Africa Oil (Canada) to complete 20 early wells in Kenya, Ethiopia this yr ... Most of youngest tanks storing Hanford nuke waste show some of same probs as tank leak in '12: Wyden ... JA Solar (JASO) 7.8Mw for UK project ... DOE new energy efficiency standards for commercial retail refrigeration. ~30% improvement ... 40% of oil/gas emissions could be cut at relatively low cost: report ... US coal production to bottom out this yr. Gradual rise after: report ... China approved 36% increase of wind power ... WY emits most CO2/person of states ... Oil wells to be responsible for almost all growth of methane emissions from energy sector '11-'18: report ... Colo judge upheld local ballot ban of fracking ... OR governor ordered oil train safety review ... Austin approved wind power agreement to achieve 35% clean/renewable energy goal 4 yrs early ... ND Dec oil production down ~50Kb/d to 923K. 119 new wells completed v. 130+ to keep production level or over 200 to keep growth rate ... 15 oil train loading terminals in ND. 1.2Mb/d cap. ND shipments may have dropped to under 345Kb/d late Feb ... Eagle Ford production flat in Jan . ~1.1Mb/d ... New Fed regs limit oil allowed in each old rail car. Shipments cut ~40Kb/d ... Asia increased buys of Iran oil 22% Jan v. '12. China up 82% to 567Kb/d. S Korea down 66% to 64K ... Rouhani said Iran won't develop nuke weapons out of principle. (Trust but verify. And God bless them if true.) ... Maliki govt stopped payments to Kurds. Banned 2 airlines' flights to/from Europe from Kurd area. Kurds continue to defy Baghdad. Iraq election next month. 700 more folks killed in Feb bombs, more in Anbar. Angolan oil comp pulling out. Baghdad said Feb oil exports up to 2.8Mb/d from Jan's 2.2M. New export facilities. Country uses 600Kb/d. Export of 10Kb/d to Jordan by truck halted by Anbar trouble. 300Kb/d exported via pipe from Kurd area ... Libya may be exporting ~80Kb/d lately. Situation continues to deteriorate .... Syria becoming more chaotic ... Much Ukraine wheat has been going to feed Egypt's 85M ... Venezuela spinning out of control ... Putin threatening Ukraine's NG/oil supplies. Uke imports ~70% of 2.3TCF/yr use. Uses ~300Kb/d of liquid fuels, 75% from Russia. Uke moves 84BCM of Russian NG thru pipes to Europe ... No oil production in Arctic ice-filled waters for at least 15 yrs: expert. "Challenges too big." ... Shell shut key oil pipe in Nigeria. Oil theft, sabotage. Est. 95Kb/d shut in ... Canada exported 2.5Mb/d to US in '13. Up 10% YOY ... Decision by summer on Keystone: Repub governors ... Decline in Transocean's fleet use ... Exxon replaced 103% of oil/gas production in '13. Yearend reserves 25.2BOE. 53% liquids ... US indy producers to spend $1.50 drilling this yr for every dollar back. 2.5K new wells/yr in Bakken to sustain 1Mb/d. Iraq can match that with 60 ... Devon Energy finished $6B buy of 82K acres in Eagle Ford from GeoSouthern Energy ... Tuscaloosa Marine shale formation getting started. Encana, Goodrich $500M this yr. Early wells cost up to $12M each. Hopes for nearer $7M ... "Texas Chicken" maneuver to handle 2-way traffic in Houston Channel. Each others' wave pressure used to swerve safely past ... 2 monthly data sets for US oil production. Agreed from Dec '11, back. But not since. Near months differ greatly. (What up wit dat?) ... Genel Energy (Turkey) said Iraq Kurds buying 25% stake in region's Miran field. Est. 3.5TCF, 95M bls ... This winter's US NG withdrawal fastest inventory depletion on record. 2.4TCF so far. At current pace, inventory will be gone Mar 28 ... Growth in industry associated with Marcellus drilling down 29% '10-'13 ... India's monopoly coal producer missed production targets 6 yrs in row ... Delhi's air last yr had 2x toxic particles than Beijing ... Beijing approved Chinese EV makers (BYDDF, etc.) to sell cars in city.

SPECIAL ... EPA new rule on sulfur emissions. Refiners to strip out sulfur from gasoline blends, automakers to install cleaner burning engine tech. EPA says will raise gas prices by under a cent, add ~$75 to cars. Refiners say it will cost them $10B, raise gasoline up to 9 cents. EPA says rule will reduce asthma, emphysema, bronchitis, heart disease, premature births and deaths. Will save billions/yr in health costs. Cuts sulfur content of emissions over 60% to 10ppm. '17 start.

MONDAY OPEN ... Market down 151/44/16. Volume strong. WTI up over $104, Brent up over $111. Ukraine/.Russia. US manufacturing, Jan consumer spending up more than forecast ... (stock #s in %) ECOS up 200. VNDB up 100. LEOM up 72. MKBY up 50. GERS up 33. BSRC up 24. ZNBR up 19. LEXG up 18. ABAT up 16. PLUG up 15, new high. HYSR up 13. NGLPF up 11. CSGH up 10. CBAK up 9, new high. FCEL up 8, new high. AMLM, BLDP both up 6, both new highs. GPRE up 1, new high .... CERPQ down 14. POLR, SATCQ down 12. ZAAP, VLNCQ, AWSL down 10.