Wednesday, March 19, 2014

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.

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