WED CLOSE ... Market up 45/11/5. New Dow high. Unservice from TD Ameritrade to get volume. I guess we're all screwed. WTI under $100, Brent under $109. Like VA crude train derail by Al Quaida in USA. IRS says can't end US comps' offshore tax deals. Ukraine got IMF approval for $17B loan. Woo hoo. Fed reducing bond buy to $45B/mo from $55B. Didn't know we were that far in. Bondholders urging US to slowdown Russia sanctions: Fitch. US lost over $11B on GM: TARP ... (stock #s in %) CSGH up 47. USEI up 34. WWPW up 28. POLR up 25. CRCL up 23. ENZR up 18. MDDD up 15. GWBU up 14. BWEN up 11 after reporting. SSOL, XDSL, SATCQ up 10. ACFN up 4, new high .... BHWX down 34, new low. MGLT, BLQN down 29. CERPQ down 24. POWI down 19 after reporting. BFRE, WSGP down 19. PSPW, WTWO down 18. CSOL down 16. CABN down 14 on volume, new low. PTOS down 13. CNTO down 12, new low. AMEL, AMLM, BSRC, SENY, TMEN, TRKP down 11. ZAAP down 10. AMSC down 2, new low.

Almost 1/2 of Americans regularly breathe unhealthy air: study. (Has to change, folks.) ... Top paid US CEO - $142M. Cheneire. Up near 2x yoy. (That's gettin' pretty up there.) ... Obama wants over $300B to fix bridges, fill potholes, etc. ... Energy Future TX's largest utility. 3M customers. 11th largest bankruptcy in history. Bought by private equity for $45B in '07. Bet that NG prices would stay up, go up. (Oops.) ... $5.5B Kemper carbon capture project delayed into '15 ... France's energy minister pledging 10K green jobs ... Polysilicon demand to rise 15% this yr. Global sales may top $6B. Prices up, may get to $25/kg in '14. Est. 44Gw solar capacity increase '14, 21% over '13 ... Clean/renewable energy 44% of new powergen added globally in '13 ... France to create state-controlled comps to op hydro dams. Concessions for 150 dams come up for renew in '23, 1/4 of total cap ... Shunfeng PV bought Suntech for $480M. Suntech expects to ship 2.5Gw+ this yr. Shunfeng adds .5-1Gw to put them up with Trina, Yingli, passing CSIQ, Jinko ... World GDP growed 28% since '05 ... Russia produced 120Kb/d with horizontal fracking in '13. (Has most tight oil reserves in world.) ... Brazil ethanol exports to fall 45% this yr to under 400M gal, 11-yr low. Cheap corn in US killing demand ... Terre Haute may convert hybrid buses (2) to gasoline or diesel. In and out of repair shop since '10 buy. $34K each to convert. $200K buses. Azure Dynamics (Canada) made hybrids. '12 bankruptcy. Before that they paid for all repairs ... Ambri (US) got $35M from investors including Gates, Khosla to build commercial scale liquid-metal batt factory ... Jinko Solar to supply 37Mw for 2 EDP Cal solar farms. Both online this yr ... Northland Power (Cal) closed finance on $219M to build 5 solar plants in Ontario. 10Mw each. All online by 2H15. 18-yr loan ... Pipeline leak sprayed oily mist across Alaska tundra ... World's largest coal export terminal sold for $1.62B ... Monsanto making enviro commitments ... McDonald's looking into greening ... Greenbyte (Sweden) seeking buyer. Wind farm data ... Quebec-Calif carbon market to be expanded to other provinces ... China confirmed final anti-dumping, anti-subsidy tariffs on EU polysilicon. 42% duties on Germany, Italy, Spain suppliers for 2 yrs ... UK must attract over 64B Pounds to meet '20 clean/ren energy targets ... NextEra filed for YieldCo IPO ... Sinovel $551M loss '13. Trading of CNY $2.8B of bonds may be frozen on Shanghai exchange. (Remember when they stole AMSC tech?) ... Aspen Aerogels (US) $86M offering. May be IPO. Insulation ... India rejected US request for solar dispute settlement WTO panel ... Algeria intro'd large scale solar FIT. 800Mw '20 target ... Ontario tribunal dismissed appeals against 180Mw Samsung/Pattern wind farm. No proof serious harm to humans ... Alstom board accepted GE bid. Left door open for Siemens counter ... Happy trails, pards. Onward and upward. Bill Gates for President. Clooney for Vice President.

WED OPEN ... Dow up 25, Naz down 7, SP flat. Volume light on Fed wait. 220 new private sector jobs April: ADP. WTI under $100, Brent under $108 ... (stock #s in %) USEI up 38. ENZR up 15. SSOL, XDSL up 10. CREE up 2, bottom may be in, on 3-yr bottom lines .... BHWX down 34, new low. CERPQ down 30 with volume after yesterday's double. BLQN down 29. POWI down 26 after reporting. ASPW down 23. BLDW, AMLM down 17. LEOM down 16. WTWO down 12. TRKP down 11. new low. CNTO down 8, new low. AMSC down 1, new low.

TUES CLOSE ... Market up 86/29/8. Volume light. WTI over $101, Brent over $108. NG $4.81 ... (stock #s in %) CERPQ up 122. BLQN up 60. BHWX up 59. CRCL up 40. PTOS up 33. BSRC up 21. CABN, WSGP up 20. HYSR up 16. WTWO up 14. LMRMF up 11. BLDW up 10 after reporting. ASTI up 9 on volume. LSCG up 9. FTEK up 8. ENOC up 7, new high. TSLA up 4. CREE leveling off? May be .... CSOL down 40. CSKH down 30. CSGH down 29. DSTI down 24. PWDY, WWPW down 22. USEI down 18. CNTO down 16. BIOF down 15. POLR down 14. CPWY down 13. AMBT down 10, new low. TRKP down 10, new low. ZNNMF down 9, new low. EWRL down 9. ACFN down 8, new low.

US Supreme Court upheld EPA cross-state air pollution rules ... Cal air board added mine methane capture to cap-and-trade system ... Paper giant announced 2.5M acre rainforest conservation plan in Indonesia ... Indian monsoons more extreme last 30 yrs: study ... Turkey plans to grow econ with turn to coal power... Chile pondering carbon tax to help establish solar power ... Methane leaks from NG distribution continue to fall: industry group ... DOE recommending grid operators pare down software on critical systems ... Japan began publishing NG spot prices ... Canada's entire biodiesel production in '13 exported to US - 300M liters - to get US tax creds of $1/gal. Canada imported 520M liters to meet 2% blend mandate ... WTWO started biofuel production at Canada facility. (Stock up 17x since yearend.) To use cash flow from sales to ramp production high enough to apply for credit lines to move to full production ... Cost under $2M in S Africa to upgrade sugar mill to also make ethanol ... Energy Future filed bankruptcy ... Drought damage to Kansas winter wheat ... 9 of 10 US oil/gas wells need some form of fracture stimulation. Over 2/3 of N Am rigs drill horizontally ... S Australia hit 33% clean/renewable energy target 6 yrs early ... Global low carbon econ to grow 4%/yr: UK Energy Secretary ... Europe's offshore wind industry costs to fall 23% in 10 yrs ... Egypt planning $1B solar project ... SUNE closed finance for 60Mw Cal solar project. Online by yearend ... Solar Wind Energy Tower (SWET) got AZ city's approval for $1.5B solar power tower. Est. online by '18. 435Mw avg, up to 1.2Gw in summer ... Pattern Energy (PEGI) to raise $460M in share offering ... EDP Renovaveis (Portugal) entered Mexico mart with 180Mw wind project ... China Longyuan Power 1Q net up 15% yoy to $115M ... PLUG to raise $124M in secondary offering. $5.50/sh ... NRG Yield unit closed on $450M revolving credit ... Nevada latest state to get fracked. Noble Energy. Deposits previously inaccessible ... US fracking ops have used 250B gal of fresh water since '05: report ... Kazakhstan fined new oil field developers $737M for NG leaks from pipelines that shut down production. No oil this year. Have to lay new pipe. Now govt is destabilizing. Cracking down on freedoms. Media has to get approval for copy 24 hrs in advance. New regs also allow govt to suspend political parties, public associations, ban photocopier use, broadcast equipment, gun sales, impose curfews. (Heads up.) ... Argentina potentially holds world's 4th largest shale resources behind Russia, US, China. Could hold up to 27B bls oil, 800TCF NG ... US GHG emissions could be 4% higher than now by '40 if more nuke plants are retired than expected (assuming NG, clean energy fills void). If more coal plants retire than expected, emiss could be 20% lower than expected ... 72Kb/d still offline in Colombia. Pipe blown up over month ago. Natives won't allow repair under current conditions ... Scottish Power's powergen unit sank into red last yr. Rising green taxes, high wholesale NG prices ... LDK Solar to provide 850Mw of wafers over 4 yrs to Gintech Energy ... Dutch govt blocking local solar projects ... Apples atop enviro grp's annual list of produce containing pesticides ... Brazil ethanol exports to US to plummet after US cut biofuel targets.

TUES OPEN ... Market up 78/15/6. Volume light. WTI over $102, Brent over $109. UK GDP up .8%. EU sanctions on Russia over Ukraine. Ukraine planning Eurobond ... (stock #s in %) BLQN, CRCL, WSGP up 33. WTWO up 21 more on production start, triple in 4 days, up 17x from bottom in Dec. PTOS up 21. ENSL up 18. HYSR up 12. MDDD, CERPQ up 11. BLDW, GSFVF up 10. XSNX up 9. NENE up 2 .... CSOL down 50. PWDY down 22. BLDP down 9 after reporting. AMBT down 7, new low. ACPW down 4, new low, after reporting. ACFN down 1, new low.

4/28 CLOSE ... Market up 87/(1)/6. Volume a little heavy. WTI under $101, Brent over $108. NG $4.81 ... (stock #s in %) NGLPF up 29. WTWO up 27 (3x intraday spread), hit new high, volume falling off. EWRL up 25. BSRC up 21. WSGP up 18. CSGH up 17. CPWY up 13. CABN up 11. ASTI up 9. NTCXF up 4 .... FNVRF, IFXY down 18. ARTH down 17. NORX, XDSL down 15. DSTI down 14. LSCG, PLUG down 13. CSIQ down 11 on news. BFRE down 11. JASO down 10 on news. WEST down 10. AMBT down 9, new low. XSNX down 9. CSUN down 8 on news. OLED down 7, new low. AMSC down 5, new low. SCTY down 4. CREE down 2, new low.

Kiev threatening to turn off el to Crimea for not paying last month bill. (G, I wonder how that sticks in Putin's craw.) ... ENI told Kiev it could send spare NG to Ukraine through Slovakia. Slovakia said OK, to retool old unused pipe. Goal over 3BCM/yr rate before autumn, up to 10B next spring. Ukraine imported near 30B last yr, though ... Europe NG demand weak because of sluggish econs. But NG imports up ~16% from Russia in '13 because other sources declined ... ENI distributes most Gazprom NG to Europe. Only break even, though on Gazprom NG dealings. ENI NG unit lost $913M in '13 ... Cal extending carbon trading free allowances for oil, food comps, allowing coal mines to get creds ... Musk: China could become TSLA largest customer ... Cal gov intensified call for water conservation ... NREL commissioned global offshore wind database ... Japan shifting to rooftop solar. Running out of room for larger projects ... Grid transformers stilll hard to come by: DOE ... More radioactive oil waste found in ND ... GDF Suez accused of manipulating TX power mart. (Shades of Enron?) ... Wisc PSC says Milwaukee must pay to move equipment for streetcars. Not utilities ... 10 US utilities had 82% of all integrated solar cap in '13 ... Siemens proposing tech swap deal with Alstom to counter GE offer ... US petrol product exports avg. 3.5Mb/d in '13. Imports avg. 2.1M ... Last week US added 49BCF NG to storage ... Iraq production 3.6Mb/d in Feb. New Basra storage facility way behind on construction schedule. Maybe '18 finish. Holding back more exports. North pipe shut down indefinitely. Pipe bombed N of Baghdad recently released oil into Tigris. Slick burned off, but remnant still threatens Baghdad water supply ... Cadmium intake with food dangerous. Person can't ingest over 2 grams in lifetime. In shellfish (esp. near industrial areas.), animal organs, rice in Japan (from irrigation.) (Be careful out there, folks.) ... 42 oil/gas comps globally spent $18B on explore/development in '13 (up 5% yoy). Property acquisition down $17B ... Ghana Petrol Funds meeting 13 of 16 good governance fundamentals: Revenue Watch Institute. But Ghana may be losing battle for control v. foreign partners ... PCL (Thailand) to buy Hess Thai assets for ~$1B ... Shell Nigeria oil export terminal remains closed. Undersea pipeline sabotaged 7 wks ago. 400Kb/d cap ... US drilling rig count up 30 in wk ended Apr25. Up 107 yoy. 824 oil rigs ... Baker Hughes walking back promise to disclose trade secret fracking ingredients ... Turkey agreed to increase cap of Russia NG through BlueStream pipe by over 18% ... Japan has protested to Panama over planned limits on ship size in new Canal that could prevent some US LNG from reaching Asia ... Marcellus NG production exceeding transport cap. 1,300 wells backed up ... Daimler to build EV with BYDDF. China wants .5M EVs, hybrids on road by '15 ... UK to close 2 of last 3 deep coal mines in England. '13 coal production 1/10th of '79 (122M tons from 277 mines in '79). England now imports near 4x coal it produces ... Utah State U linking climate change to Cal drought, polar vortex. Promising research, but not proven. Looking to predict next hard winter ... El Nino (Pacific warming) portends drought for Australia, Asia; warmer winter in US N East. We'll see after August ... New deadly virus in Arabia. MERS ... Corn stover emissions study slammed by EPA, USDA, ACORE, POET, more ... ENI considers building floating LNG plant off Mozambique ... Jinko Solar 21Mw supply contract for China rooftops ... UK commerical roof solar held back by biz reluctance to invest unless cash rich ... Peru brought 1st wind project online. 32Mw for $43.6M. 232Mw in development ... UK to launch 2nd clean/renewable energy call soon under Energy for Growth scheme ... WTO to set up dispute settlement panel for India-US solar trade complaint ... Yemen to build 60Mw solar plant for est. $100M. MOU with Indian comp ... ITOCHU investing in US waste-to-fuel development with Solena ... Jordan called for bids on 4 50Mw solar, wind projects ... Wagner (solar) (Germany) filed for insolvency ... EIB Eur100M loan to Nordex for R&D.

MON OPEN ... Market up 116/28/12. Volume light. WTI over $!00, Brent ~$109. New US sanctions on 7 Russian individuals, 17 comps with ties to Putin ... (stock #s in %) WTWO up 27 more on volume. CSGH up 17. CRCL up 16. SOPW up 10 .... FNVRF, PSPW down 16. DSTI down 14. LSCG, ZAAP down 13. CSIQ down 5. SCTY down 2. CREE down 1, another new low.

Global available arable land/capita now .218 hectares (over .5 acres). Expected to fall to .181 by '50: UN. 7B folks now to grow to 9B ... 40% of US '13 corn crop became ethanol. (And if that's not a sin, what the heck is?) ... Avg. good-quality Kansas acre now costs ~$5K. In Bulgaria it's $1,850. Black Sea area ~$4.3K. Yields there over 70 bushel of wheat avg. 42 avg. in Kansas ... China spent $870B on food in '09. Est. $1.75T in '50 ... US ag exports $145B in '12. ~$25B to China. US exports ~57% of soybean crop, ~30% to China ... 100% of Calif totally parched. 1st time in 15 yrs ... OK gov ordered state's utility regulators to support distributed elgen including wind, solar. After approving solar surcharge bill ... Northland Power (Canada) secured C$240M finance for 50Mw total from 5 solar projects (Seems a little high.) ... LDK Solar to supply 756Mw PV wafers to Solartech Energy ... SPWR revs $692M 1Q14 v. $635M yoy. Net $65M v. $54M loss ... Goldwind won 215Mw turbine contract for Panama project by InterEnergy (DomRep). 2.5Mw turbines ... NY gov committed $1B to state solar incentive program thru '23. To support deploy of 3GW to homes, biz ... Burning corn (ethanol) emits up to 7% more CO2 than gas. (Why are we letting this happen, pards? Taking food out of kids' mouths to power our cars and pickups. Will we wake up this election?) ... Brazil issued fracking regs. No fracking w/in 200 meters of irrigation, drinking water wells. Mandates cement well casings to prevent NG releases. Brazil's shale resources so far unexplored ... Georgia's (US) 300K acres of tidal marshes ~1/3 those remaining on US east coast. Vital to fisheries, migrating birds. Now policy change to eliminate protective buffers. Dubious reinterpretation of '78 law ... And so it is, pards. Happy trailers, vaya con dios, upward and onward.

FRI CLOSE ... Market down 140/72/15. Volume normal. WTI over $100, Brent over $109 ... (stock #s in %) BLQN up 145. CSOL up 128, back to top. IFXY up 25, back to top line (200-day). WTWO up 22 with volume, back over top line (200). LMRMF up 21. CNTO up 20. NORX up 17. LSCG up 16, back to top line (200). POLR up 16. BFRE up 13. CSGH up 11. ITRI up 10, back to top line (200). PRHL up 10. SPWR up 6 after reporting .... ONYX down 66. WSGP down 47, new low. CPWY down 40, new low. PTOS down 31. TRKP, SSOL, AMEL down 21. CABN down 13. BHWX down 12, new low. HIIT, PSPW down 11. PLUG down 10, fall out of top lines (50-days) on news. CERPQ down 10. ASTI down 7, new low. SCTY down 5, back on bottom lines (200s). CRCL down 5, new low. CREE down 4, another new low. AMRC down 3, new low. TSLA down 3, back under top lines (50s).

March was Earth's 4th hottest on record. Cooler than normal in US ... Congo rainforest getting hit hard by dry conditions ... More drought records broken in Cal, TX ... Researchers found they can turn CO2 into rock ... China legislature toughened enviro protection law. Takes effect next year ... Canada issued stringent new rules for oil by rail. To phase out cars prone to rupture. US regulators to push forward new standards next week ... More Americans support EPA regs on coal power plants than oppose: Yale Project on Climate Change Communication, George Mason U ... Energy trade groups calling on FERC to reform competitive wholesale power markets to bolster power diversity after winter's deep freeze that tested the system ... Energy markets "not structured" to forestall more winter (price) volatility ... BLM moving forward with rule to control methane releases from mining on fed lands ... New energy efficiency law in US Congress getting held up by KXL politics ... By '17, Brit Airways could be flying on trash. Making jet fuel from garbage ... Some coral can adapt to higher ocean temps: study ... Soil carbon could be less stable than we thought: study ... Changing eating habits may not be easiest route to cutting ag emissions: study. (Yea, YOU try to tell somebody what to eat instead of that.) ... Australia new climate plan lifts burden on industry to reduce emissions. (Yea, put it on folks.) ... Odds of El Nino this year rising (warming in mid-Pacific) ... Nest thermostat design flaw gave it near-bottom rating for usability in user test. (Um, who bought Nest? Goobook?) ... Judge cleared way for Shell to resume Chukchi Sea drilling ... More efficient NG drilling keeping prices in check: report ... $3M award for TX family in fracking suit ... Nuns again pushing Chevron to reveal more fracking data ... Vadxx Energy broke ground on $20M plastic-to-fuel plant outside Akron. Online '15. 60 tons plastic/d ... US Navy plans to acquire advanced biofuels at parity with fossil fuels this year. Already contracted 170M gal advanced biofuels below $4/gal. Production set to start in '16 ... ND considering slowing Bakken boom because of NG flaring. Health effects for 1 ... 9 of 10 Hawaii residents believe HECO slowing solar development to protect profits ... GE investing $24M in India's largest solar project. Plans to invest $1B/yr globally in clean energy projects that promise "very significant returns" ... WV to get $6.5M fed aid for laid-off coal miners ... Scientists found antibiotic-resistant genes in cow manure ... Study mapping brine contamination in Montana groundwater ... Drones joining war on poaching in Kenya national parks.

FRI OPEN ... Market down 143/57/12. Volume slightly light. WTI over $100, Brent over $109. S&P cut Russia to step above junk. Russia rasied its main interest rate. Gold back over $1.3K ... (stock #s in %) BLQN up 96. WTWO up 33, day 2 of double, back over top line. IFXY up 25. CNTO up 20 off bottom. LMRMF up 17, may be double bottomed. AMPD up 15, up to bottom lines. LSCG up 13, above 3 lines, may be ready to go up. HIIT up 10, back to bottom top line (50-day). ITRI up 9, back to top line (200-day). SPWR up 5 after beating on EPS, revs, above top line (50) .... DSTI down 30. TRKP down 22. AMEL down 17, new low. ENSL, USEI down 14. TSLA down 4. SCTY down 3, back over bottom lines (200s). CREE down 2, new low.

THURS CLOSE ... Market up 0/21/3. Volume normal. Naz trying to break back over bottom 50-day line. WTI under $102, Brent over $110. GE would tap $57B overseas cash in Alston deal. China released Japan boat. NG $4.72 ... (stock #s in %) WTWO up 50 on huge volume, back to top line (200-day). TMEN up 49. DSTI up 43. CSKH up 42. PTOS up 30. CRCL, WWPW up 28. (You do the charts, please, pards. I'm tired.) ... POLR, CABN up 20. BHWX up 19. ENSL up 16. AMLM up 11. ABAT up 10. CCTC up 5 on volume. CSIQ up 5. JASO up 4 on news. NENE, NTCXF up 2 .... BLQN down 59, still up 2X on yr I think. CNTO down 37. SATCQ down 36. TRKP down 35. HOKUQ down 33. CBWP, CSOL down 27. CRGE down 24. AWSL down 21. BFRE, EWRL down 14. GWBU down 12. MDDD, USEI down 11. NORX down 10. What a world. What a market. Bill Gates for president. Think about it.

US has been relatively lucky this tornado season. But forecasters predicting massive tornado outbreak this weekend. Ties to climate change will be examined ... Lower Manhattan 20x more likely to flood than in 1844: study ... Rio Grande levels headed for 40-yr low ... 3 new solar finance options for non-profits. 1, power purchase agreements. No upfront costs, tax benefits incorporated into discounted power rates. 2, Voluntary property tax assessment to use PACE. No upfront, payments up to 20 yrs to own system. 3, crowd funding. Zero down, monthly payments below normal el bills ... Exelon says it's met its climate goals 7 yrs early. But nuke fleet facing econ risk ... US solar power grew 418% in 4 yrs: EIA ... Near death of UK coal industry may benefit Russia ... EV buyers younger, wealthier than hybrid buyers ... Baker Hughes to begin disclosing all chems it uses to frack, even trade secrets ... Safe fracking "simply not possible": former Mobil exec ... GE in talks to buy Alstom (France) for $13B ... UK awarded 1st guaranteed power price contracts to biomass, offshore wind projects. 5 offshore wind awards: 3 to Dong, 1 to SSE, 1 to JV of Statoil, Statkraft. Will lead to up to $20B investment by '20. Govt trying to spur 110B Pounds of spending on power plants, grid by '20 ... US crude inventory up 3.5M bls last week to 83-yr high of 398M. US crude production up 59Kb/d last week to 8.36Mb/d: EIA. (Keep in mind EIA gives higher numbers than states' total. Why? Who knows.) ... China manufacturing fell in April 4th month in row ... EPA cut '13 cellulosic ethanol blend mandate to over 810K gallons from 6M gal originally. But there wasn't any available to blend. Fed court said last yr EPA must set target based on actual production. (What the heck, EPA?) ... India still failing to implement 5% ethanol blend. Oil comps only contracted 620M liters. Over 1B needed ... Russia, India planning $30B oil pipeline through China. May be online '20-'22 ... Operators of giant Kazakhstan oil field to replace brand new corroded pipeline with much more expensive pipe. $50B invested so far. (But it's a gusher. Going to make Kazakhstan rich.) ... DOE to work with US comps to help Ukraine develop its shale gas ... Wisconsin air pollution lowest in 30 yrs ... Green bonds could cut India clean energy cost up to 25%: study. Indian Renewable Energy Development Agency raised $118M last month selling 10-, 15-, 20-yr tax-free bonds to help finance clean E projects ... White House to promote solar installs in fed-subsidized housing, more on military bases. $15M funding announced last week for Solar Market Pathways program. Designed to bolster shared community solar projects, local fund initiatives ... US admin mulling regulating mine methanol releases ... VT to become 1st state with GMO food labeling law ... Warmer, drier air from climate change could boost Calif smog: report ... NG explosion, fire forced evac of WY town ... DOE to sell Teapot Dome field ... NH latest state to raise fuel taxes ... Econ freedom leads to cleaner air: study ... US on track to become net exporter of gasoline next yr. US uses 8.5Mb/d of gas (decreasing every year). To produce est. 8.9M in '15 ... Solar thermal, biomass could save Germany Eur33B over 20 yrs in fossil fuel imports ... TGE (England) 100M Pound finance deal with Australia comp to support solar installs on UK commercial bldgs ... Yingli to issue 25M share new offering on NYSE ... RWE contracted Conergy UK to build 37Mw 1st-ever solar plant in UK.

THURS OPEN ... Dow down 17, Naz up 11, back to bottom 50-day line. SP up 2. Volume a little heavy. WTI at $102, Brent over $109 ... (stock #s in %) WTWO up 66 on huge volume, back over 50-days to top line (200-day). PTOS up 58, leap back to June tops. ENSL up 16. ABAT up 5, just over top bottom 200 on early year ledge. BIOF up 1, another new high, up over 4x from late Feb .... TRKP down 40, new low. $2 to 6 cents in 1 yr. BFRE down 28. CSOL down 27. CNTO down 25, new low. CRGE down 24, new low. AWSL down 21. EWRL down 13. ACFN down 2, new low. CREE down 1, another new low. TSLA down 1, on bottom 50 line. SCTY down 1.

WED CLOSE ... Mart down 12/34/4. Volume light. Naz got boinked by bottom 50-day line. WTI over $103 (?), Brent over $109. NG $4.74 ... (stock #s in %) BFRE up 40. CERPQ up 18. CSKH up 16 on volume. Go figure. PTOS up 15, over all lines, double from early Feb. BIOF up 14, new high on volume. EFOI up 12 off top lines (50s) on light volume. MKTY, PWDY up 11. SPWR up 7 on upgrade, volume, news. 2-day surge back to top line (50). AXAS up 4 on volume, may be topping, shorters .... TMEN down 32. WSGP down 30 on volume. CRCL down 21. CRGE, POLR down 16. CSOL, XDSL down 14. CREE down 12 after reporting, new low on volume. WWPW down 12. WEST down 11 on volume. GWBU, LMRMF down 11. AMLM down 9 (Check the chart. What do you look-see?). GEVO down 7, hit bottom lines (50s). (I think there was a news item about US cellulosic targets but it was in stealth mode.) ... TSLA down 4 off top 50 line. SCTY down 2. Happy trailers, pards. Onward and upward. Bill Gates for president.

Total US wind power capacity brought up to 61.2Gw in 1Q14. 1Q installs fell to 427Mw from 962 1Q13 ... UK approved 4.5Gw clean/renewable energy projects for early Contracts for Difference subsidies. 3.18Gw new offshore wind ... Offshore wind installers need continuous pipeline to lower costs: A2SEA ... Siemens to form JV with PAIC (China) to make inverters, el motors for hybrids, EVs ... Chaori Solar (China) ceased production at Shanghai plant amid multiple order cancellations ... Google buying 407Mw of wind power from Mid American to power Iowa data center ... Boralex (Canada) Euro unit secured near Eur65M finance for 2 wind farms in France ... Global geothermal industry brought 530Mw online in '13. Most since '97. Total world geo cap now 12Gw. Steady 4-5%/yr growth. Another 12Gw in pipeline. 30Gw in development. 1.9Gw now under construction in 15 countries. Indonesia way out in front of world with near 4.4Gw in development. US added ~85Mw in '13, down 40% from '12. Total now 3.4Gw, 1Gw in pipeline, ~3.1Gw in development. ~50% of Calif geo resources still untapped. 60% ea. in Utah, Nev ... 9 of 10 Americans favor more solar deploy: Hart poll. More solar brought online in US in past 18 months than in 30 prior yrs combined ... Kerry making climate change a new top intl priority ... US tornado season got safest start in nearly a century ... Drones monitoring Amazon deforesting ... Moving coal ash from NC waters would cost $10B: Duke ... Near 60% China groundwater polluted. (Poor folks.) ... Musk says Panasonic likely partner for TSLA batt "gigafactory" ... American Vanadium (Canada) to install energy storage system at MTA bldg in NYC. 3 vanadium-flow batts. 130Kwh ea. Vanadium dissolves in sulfuric acid. To charge at cheapest el rates (night). AV paying $.7M, NYSERDA $.5M ... Number of China wind turbine makers may be cut 2/3 next 5 yrs from oversupply issues. Foreign turbine makers may see their mart share fall to 1% from 5% now. Equipment supply 40% more than demand at end of last yr. Goldwind biggest supplier to China in '13. Est. will have 30% of mart by '17, 23% now ... Total 885 clean/ren energy projects across all US armed forces branches at end of FY13. 511 solar ... Army to start DOD's largest solar project to date in AZ. Online late '14. 18Mw. E.ON building. To be owned, operated by Tucson El Power. Will gen 25% base el. DOD goal 25% of el from clean/ren by '25 ... EIA est. Marcellus to lose 352MCF/d of production from legacy wells in May. Was 200MCF/d loss May '13. Est. gain of 605MCF/d from new wells. 256MCF net gain. Total production to reach 14BCF/d in May ... Total didn't renew its only shale gas exploration license in Poland near Ukraine border. Not economical ... US admin finalized rule to halve amount of coal dust miners can be exposed to ... EDF, China Datang to build, op 2Gw ultra-supercritical coal-fired power plant in China. Online '16. 43% efficient v. 35% for conventional coal. Almost elims NOx, SOx, slightly less CO2 emiss v. conventional ... Brit comp, China comp to work together on energy efficiency projects in China. Part of planned $200M UK/China E efficiency fund ... Marubeni completed 82Mw solar plant in Japan. Now building 28.3Mw solar project.

US/industry poised to spend ~$2T next 20 yrs replacing outdated power infrastructure ... Calpine sold 6 power plants - 3.5Gw total - for $1.57B ... Overall fuel efficiency of US cars, light trucks 13 MPG in '70. Today 20.7 MPG. (In 44 yrs, that's as far as we got. Pretty crummy.) ... Embry-Riddle students built hybrid EV-biodiesel car. 100 MPG ... Incbio (Portugal) delivered 8K metric ton/yr biodiesel plant to Tunisia comp. Assembly takes ~ 1 week. Used cooking oil feedstock ... Japan imported record levels of coal, LNG in FY ended March. LNG 87.7M tons, up 1% on year. Coal up 5% to 111.5M tons. Est. only under 1/3 of 54- reactor nuke fleet will actually be able to restart because of high cost of new standards, upgrades ... Con Ed installed 40Kw solar on roof of their NYC office tower. Suniva panels. Enough to light 2 floors. Saves ~ $7K/yr. DOE grant ... World Trade Center needs 14Mw of power. Empire State Bldg 9.5Mw. 30 Rock 4Mw. Madison Square Gardens 3Mw. Yankee Stadium 2Mw ... Western TX College, TX Tech joint wind energy degree program ... US Geothermal bought Cal project from Ram Power for $6.4M. 5 completed wells. leases on 3.8K acres ... IFC investing $26M in $132M Pakistan 50Mw wind project. (A little high. 30% the price of corruption in Pakistan?) ... Sempra Mexican unit selling 1/2 of 155Mw 1st phase of Baja wind project for $300M. 3.3Mw Vestas turbines. 1st cross-border wind project. Online 1H15 ... EDF Clean Energy Program in 9 US states that make up near half of US power market. Developing new finance tools: "on-bill repayment", Investor Confidence Project for commercial bldgs ... Clean energy VC/PE "valley of death" widening. Early stage investment at 5-yr low ... Return profile for VC clean energy investment improving despite exit probs: Yaletown ... Siem Offshore won contract to supply, install inner array grid cable for RWE offshore wind project in N Sea ... GE's Colo assets to be auctioned in May ... China Longyuan issuing $481M debt finance - 6-mo maturity - for wind power development ... Brazil's next power auction Sept 12 ... SPWR, Google teaming up to finance $250M residential solar leasing projects ... SUNE got $115M finance for 2 solar projects in Ontario.

WED OPEN ... Naz down 23, unable to cross over bottom 50-day line. Others flat, mixed. Volume light. WTI over $103, Brent over $107 ... (stock #s in %) CSKH up 66. BIOF up 16, new high. SPWR up 8 on upgrade .... CSOL down 37. WSGP down 28, new low. BSRC down 23. EWRL down 18. POLR, WEST, CRGE down 16. PWDY down 13. WWPW down 12. MDDD down 11. CNTO down 10. CREE down 9 after reporting. USEI down 9, new low. TSLA down 3. SCTY down 2.

MORE ... CSIQ to supply 43Mw Japan project ... US finalized $6.5B loan guarantees for nukes without requiring "credit subsidy fee" to protect govt ... Georgetown U $5M prize for US towns,cities to improve energy efficiency. Open to almost 9K communities with pops of 5-250K peeps. 2-yr period. Award in '17 ... Colo Pine Beetle outbreaks have significant impact on groundwater supply: study ... U of OR student vote urging fossil divestment ... Australia's incoming Senate majority party won't support climate program ... 25% of Americans don't believe in manmade global warming: Gallup ... 40% of US voters "fear Fed govt" ... Freeing Ukraine from Russia gas ":withing our power": Biden ... Underwater grasses reappearing in Chesapeake Bay after 3-yr decline ... USDA to fund research on climate change impacts on farming, forestry ... TSLA delivery delays in China ... Wichita Falls TX to put treated sewage water into taps cuz of drought ... OK governor signed distributed gen bill, added order claryfiing tariffs.

TUESDAY CLOSE ... Market up 65/40/7. WTI down under $103, Brent under $110 .... (stock #s in %) AWSL up 40. GEVO up 35 on volume. (That's a hello.) BLQN up 25. HOKUQ, POLR up 20. FNVRF, NORX up 16. OPWR up 15. MGLT up 13. GWBU up 12. SUNE, CBAK, RNWEF up 11. WWPW, CCGI, WWPW up 10. CSIQ up 9. TSLA up 7. SCTY, BIOF up 6 .... ENSL down 37. WSGP down 25. CABN, CRGE down 23. SLMU down 20. BFRE, AMLM down 16. PWDY down 14. AMPD down 13. MMMW down 12. CNTO down 11. ABAT, NTCXF down 7. AXAS down after hitting new high on volume. NENE down 5.

42% of Americans believe outlook for environment has improved. 28% in '08 ... TSLAs to be built in China in 4 yrs ... 24 global clean energy public market deals 1Q. Highest of any 1Qs in 7 yrs ... Yolo County Cal produced 152% of needed energy. 11.8Mw of solar. Used to have $1.4M/y el bill ... Hawaii Senate voted for $50M clean/ren bond program ... Kyocera to invest $38M tax equity in US solar projects ... Yingli to supply 185Mw for French solar tender winners ... Shell to expand oil/gas project in Russia Fareast, country's 1st LNG production ... Nigeria's crude exports down 13.5% Dec '13 v. '12. Largely from 90% drop in exports to US. US ambassador to Nigeria said US willing to help Nigeria tackle oil theft. (Fuel shortages continuing in Nigeria.) (Allright, now US is committed to helping Nigeria.) ... Climate change pushing maple syrup production out of US to Canada. Ideal temp 20-40*F ... Petro China to buy 40% it didn't own of oil sands ops in Alberta. 250Kb/d ... Sinopec to pay ~$1.2B for 50% of Lukoil energy assets in Kazakhstan ... Canada oil exports up 1.5% 1st 2 mo this yr v. '13. (And that's winter.) Nearly all exports go to US (32% of US imports in '13.) ... 52 new oil/gas rigs 1Q in US. Ramp up in ND, TX ... DOE approved exports from Coneco AK LNG facility. Up to 40BCF/y to Asian countries w/out free trade agreements with US. (I admit I do not know those countries yet.) ... TX oil production up 22% in Feb yoy. NG production up ~1% ... China auto sales up 15.7% in '13 to 17.9M. (Don't know if just new autos or all autos.) Est. up 8-10% this yr ... Beijing has battled drought 15 yrs now ... Brazil drought has cut grain, coffee production. Climate change may drop soybean production up to 24% by '20, wheat production up to 41% ... 63Gw of US coal power gen may be shuttered by '17 by emission rules. Over 20% of capacity ... EIA says Marcellus NG production close to 15BCF/d. PA, WV says under 12BCF/d. Similar disparity at all NG fields. 38% overestimate by EIA. (What's up with that?) ... World carbon emissions 32.6B metric tons in '11. China 8.7B. US 5.5B. Europe 4.3B. Russia 1.8B. India 1.7B. Keystone would add est. 18.7M. US power plants 2.8B, gasoline vehicles 1.9B ... AK legislature approved plan to join 4 energy comps - Exxon, BP, Conoco, Trans Canada - to build NG pipe from N Slope to coast. 35TCF. 800 mile pipe. LNG export plant. $45-65B. Could be online mid-'20s.

TUESDAY OPEN ... Market up 72/31/7. Volume light. Naz back to bottom top line (50-day). US home prices up 6.9% in Feb. WTI under $103, Brent under $110 ... (stock #s in %) CRCL, HOKUQ up 20. NORX up 16. WEST up 16, 4-day double from bottom to top line (200-day). LSCG up 11, back over 3 bottom lines. CNTO up 11. ABAT up 7, day 2 of turnaround off bottom line (200). CSIQ up 7 on news, off bottom lines (200s). SCTY up 5, day 3 of turnaround off bottom lines (200s). SPWR up 5 on buy rating, day 2 of turnaround, back to bottom lines (200s). SUNE up 5 on buy rating, day 4 of turnaround, back over top lines (50s). TSLA up 4 on news, day 2 of turnaround, back in top lines (50s). AXAS up 3 on news, another new high, nearing double from early March. FSLR up 2 on buy rating, day 4 of turnaround off top line (50) .... ENSL down 37. WTWO down 16, back near bottom line (200), possible double bottom from Feb ledge, still up 5x from absolute bottom. AMLM down 16, fell below top lines (50s). NGLPF down 12, fell below bottom 3 lines. KIOR down 10, headed back to March bottom.

MONDAY CLOSE ... Market up 40/26/7. Volume very light. WTI over $104, Brent under $110. NG $4.75 ... (stock #s in %) CPWY up 66. ENSL up 48. CNTO up 25 off bottom. WEST up 21, day 3 of surge off bottom. over 3 lines. SSOL up 17, day 2 of surge, hit top line (200-day). LEOM up 16, back to bottom line (200). MKBY up 15 off top bottom line (200). ABAT up 15, jump off bottom line (200) to top 200 after plummet. No volume. MXWL up 12, new high, volume. CDXS up 11, jump up through all lines on light volume. NENE up 8, bounce back from Thursday. AMRS up 7 on news, back to top bottom line (200). BLDP up 7, back to top lines (50s), maybe new trend up, volume up. NTCXF up 6, day 5 of turnaround, hit bottom lines. AXAS up 6, new high, volume. TSLA up 3, maybe turning up. Volume a little light. FSLR up 2. SCTY flat, hanging on bottom lines .... TMEN down 25. IFXY down 23. POLR down 16. MDDD down 12. FNVRF, LSCG down 10. CRCL, HIIT down 9. BIOF down 7 after new high on news, volume. ACFN down 4, new low.

Drought forcing Cal farmers to leave up to 800K acres (~7%) of cropland fallow this year. Drier seasons on horizon. 20% decline of rice crop this yr. 35% less cotton. Over 3M of 9M acres of irrigated farmland to get no surface water this yr other than rain. State has pledged $687M for prob. Feds $200M. Most to improve water infra (some desalination). Investors with no real ties to land driving up price of water. Insurance, pension funds bought land, changed to more water-intensive crops for higher revenues. Wells drying up from neighbors drilling deeper, more wells. Recent rain allowed more deliveries (short-lived) to some farms ... New US science education standards drawn up by 26 states, scientists, teacher groups. Calling for introducing climate change study to middle school students, more in high school. Going on all over world ... PLUG, Hyundai unit to form 5-yr fuel cell JV in Asia ... US State Dept delaying Keystone XL decision over Nebraska legal challenge. Ruling unlikely before yearend. (Convenient election dodge. A? Gulf coast refineries do heavy oil. Just saying.) ... Air pollution growing in Africa. More folks moving to cities. Few countries taking serious action ... China spreading use of insurance to cope with climate change damage ... DOE-backed study: loss of soil carbon from removing corn field waste for biofuels could negate value as low-carbon gasoline ingredient. DuPont says their cellulosic corn fuel to be 100% better than gas. (Farmers won't take inordinate amount of stover off fields. They know about soil preservation. Basic ag, folks. Though I bet some might for dollars.) ... Bigger US west wildfires new normal: study. (And running low on aerial fleet. An idea: contract "crop dusters".) ... Scientists began developing more accurate predictions of Arctic sea ice losses ... Poll showed majority support for Great Lakes wind power ... NASCAR moving on fuel cell engines ... Nissan offering free charging for Leaf buyers in several markets ... Colo fracking ballot challenge headed to state supreme court ... US poised to be net exporter of gasoline next yr: report. (Gulf Coast refineries mostly process heavy oil - Venezuela, oil sands, etc.) ... China reiterated plans to boost solar, wind projects with powerlines to get it distributed. Also to start on new nuke plants, "reasonable" hydro, shut coal plants, promote EVs ... Ukraine plans 10x growth in clean/renewable energy by '20. Eur15B. Solar, biomass. (Biomass to get them off Russia NG.) Eur 2B solar portfolio in pipe by China developer for 1Gw. Ukraine has "green tariff", but budget concerns may lower it ... USAID launched program to help 17 Ukraine cities conduct energy reform, improve energy efficiency, emphasize clean energy. $13.5M ... Gazprom sent 1st oil shipment from Russian Arctic offshore platform.70K tons loaded on ship Greenpeace boarded last year. Near 84% of 90B bls of Arctic oil is offshore. This Russian field has 530M bls. 120Kb/d by '20. Rosneft's Arctic projects at least decade away ... Low water levels in Kyrgyzstan reservoir to affect ag irrigation in Kyrg, Kazakhstan, Turkmenistan, Uzbekistan 2nd year in row. Glacier melt mostly. Largest glacier in world outside poles. Water discharge for power taking preference over ag ... China still going forward with hydropower project that would dry up parts of India, Bangladesh ag. ~300M China folks have no access to safe drinking water. (How safe is US city tap water?). 400 of China's 600 major "towns" have water shortage. North has 44% of population, 60% of arable land, just 4.5% country's water resources. (Everybody is going to have to go to desalination of ocean water. And side effect, if oceans are rising, it will help stem it.) ... Alberta put over $130M in budget for carbon capture/storage for oil sands. To invest over $1B on the tech. 2 planned projects could store over 2.75M tons CO2/y (equiv .5M cars) ... Groundbreak on $120M, 64Mw combined-cycle NG power plant in S. Louisiana ... SUNE closed sale of 20Mw Cal solar farm to Southern, Turner ... US Supreme Court stayed $105M ruling v. Exxon for NYC contamination ... Judge struck down MN emissions reduction law ... Feds, Washington state rejected each other's Hanford nuke waste cleanup plans ... Used tires could power NM cement plant ... Dan River water OK for crops after coal ash spill: study ... Thousands of bee colonies sickened or dead after pollinating (Cal?) almond trees. Pesticides. (A reason I quit crop dusting. Another? I lost my driver's license for a year in DWI case. But, really, the bees. Jeeze leweeze.) ... Some Cal truckers may get reprieve from diesel emission rules ... Washington state logging regulator took $100K in donations from timber interests: enviros ... Elite land grabbers in Zimbabwe increasing elephant poaching risk ... Just 24BCF put into US storage last week. 34 expected. 50% of avg storage for time of year. 3TCF drawn from storage this winter. (Stop flaring in ND! Store it.) ... Over 9K candidates going for 328 seats in Iraq. (Is that healthy democracy?) No voting in districts held by "insurgents". Fallujah looks gone. Bombs now on pipeline in North going to refinery ... New acting Libya PM declined to form new govt after attack on he and family by militia. Considering "smart cards" to control heavily subsidized gasoline going to Tunisia for resale ... China coal use 300M tons/y in '70. 4.3B tons in '13. Govt wants to cut use 50% next 4 yrs. New enviro protection law later this yr to put enviro over econ.

MONDAY OPEN ... Market flat, mixed. Volume light. WTI over $104, Brent over $109 ... (stock #s in %) CPWY up 66. ENSL up 50. ARTH up 17. WEST up 11. NENE up 8. AXAS up 4, new high. BIOF up 2, new high .... SOPW down 16. BFRE, TMEN down 10. HIIT down 8. TPLM down 6 after reporting. PLUG down 2 with news.

5M sq.ft. of bldg-integrated solar air heating collectors now installed in N Am. Represents 250Mw thermal energy, displaces near 100K tons CO2/yr. Can reduce energy needed for heating 20-50%. Ag, industrial aps too. Could save $60B of energy costs next 30 yrs. ~44% US energy use for heating, cooling ... Geothermal projects take avg. 8 yrs to finish ... Nigeria exported only 51Kb/d to US in Jan ... Exxon's proved reserves of crude, NGLs just over 9.3B bls in '13. Down from 9.8B in '03. Crude only ~30% of total reserves now. 3.6B bls bitumen. 71.8TCF NG ... Conoco spending up to $11B developing 2 of hottest plays in US. Plans to boost S Texas production to over 130K BOE/d by '17. In W Texas, to add over 70K BOE/d. Oil formations layered in W Texas. "Stacked pay zones." 30B bls recoverable.

Russia sends only ~15% of its NG to Europe through Ukraine ... Ukraine seeking US investment in biomass, biogas, wind, solar. Biomass, biogas most promising short term to get off Russia NG. Uke grid can't easily adjust yet to much wind, solar. But 24K boiler plants ... Babcock & Wilcox working with Ukraine on $1B switch from NG to coal for 5 power plants ... Russia to demand Ukraine pay in advance for NG unless Ukraine resumes payments for NG already used ... 20% of China's farmland polluted. Factory waste products, irrigation with polluted water, improper use of fertilizer, pesticides, bad livestock practices. 83% of polluted land contaminated by cadmium, nickel, arsenic, etc. Soil in S China worse than in North. 8M acres too polluted for farming ... Over half the growth in global CO2 pollution last 10 yrs from China's increased use of coal for power gen. Air pollution slashing avg. 5.5 yrs off life expectancy in N China. 8-yr-old kids with lung cancer ... China now plans huge coal gasification effort. Produces more CO2 emiss than traditional coal plant (Um, go figure, China.) ... Shell, BP deals to supply Kuwait with LNG next 5-6 yrs during peak demand April to Oct. Total volume for both comps ~2.5M tons/yr. Kuwait looking for another contract ... Canada regulators approved 25-yr LNG export license for Triton. 320MCF/d from floating facility. Canada has approved licenses to export up to 3.43TCF/yr. But projects not yet approved ... Wind over 4% of US powergen last yr ... EDF 62Mw offshore wind farm now online in Britain. Also got 1.3Gw combined-cycle NG plant online in Brit ... Finavera sold 184Mw of Canada wind projects for $28M to Pattern Energy ... Power REIT bought 450 acres in Cal for 60Mw solar project online by yearend. Also got $26M credit line. To lease land to project developer ... NTR (Ireland) sold 150Mw Okla wind project to Trade Wind Energy (Kan) for $60M. Farm online in '15 ... 10 major US cities formed City Energy Project to significantly increase energy efficiency in bldgs. Mgmt by NRDC, Institute for Market Transformation. Boston, Philly, Atlanta, Orlando, KC, Houston, Denver, Salt Lake City, LA. Others to join. Each city to get full-time consultant for 3 yrs. Bldgs emit 40% of US carbon pollution. Largest source. Over 50% at city level, up to 75-80% in NYC ... NextEnergy Solar Fund to invest 750M Pounds in UK solar next 3 yrs ... United PV in talks with Sinolease over $1.6B finance ... Onward and upward, pards. Happy trailers. Bill Gates for President.

Market closed. There will be a STUFF, though. Have a good Friday prayer.

THURSDAY CLOSE ... Market flat, mixed. Volume normal. WTI over $104, Brent over $109. Obama budget raises taxes $1.4T over 10 yrs. We'll see ... BFRE up 30. BIOF up 27, new high, up 4x from late Feb. SSOL up 27, jump up to bottom top line (200). DSTI up 26 after yesterday's plunge. AMEL up 15. EWRL, GEVO, TRKP up 12. GEVO off bottom. MDDD up 11. TPLM, USEI, WSGP up 10. AMLM up 9. AXAS up 3, new high on news. CJES up 1, new high. SCTY up 1 .... PPRW down 73. BOPO down 31, falloff bottom lines. PWDY down 29. BHWX down 22. MKBY down 17. CERE, ARTH down 10. ABAT down 9, hit total bottom line (200) on volume. Looks like buyville. NENE down 8 on volume, oversold, no news long time, do they have it or not?

STUFF ... Carbon's social cost now at $40/ton CO2. Probably low. Includes only what's known, quantifiable now. Doesn't include respiratory illness from ozone, oceans turning acidic, productivity loss from extreme heat/cold/storms or more ... Climate change causing turtles to change migration routes ... Vermont expanded net metering program near 4x. Raised cap from 4% of utility's peak load to 15%. Expanded eligibility from 10Kw to 15. State has 17 utilities who gave broad support to law. Gov says $400M to be saved from less transmission line spending, other ... EPA: oil/gas industry's methane emissions lower in '12 than any time in last 20 yrs ... Using batt storage with solar not a good solution for future power needs: SCTY co-founder ... PA asking EPA for more flexible emissions, trading rules to boost power plants' energy efficiency ... Scientists developed way to see how energy moves in potential solar cell materials ... Lat Am bloc formed to push for voluntary emissions reduction goals ... Ethanol plant got EPA permit for CO2 sequestration ... Opower marketing approach to help utilities promote energy efficiency ... Brazil seeks donated carbon credits to offset emissions-heavy World Cup ... Wind becoming competitive with conventional power gen in US S East ... PA judge upheld forced pooling of oil leases ... 100 Harvard faculty calling on school to divest fossil assets. President Faust rejected previous call ... Tutu called for fossil divest ... Fossil fuels 82% of global energy mix: EIA. (Probably includes transportation.) Same as 25 yrs ago. Solar now ~3% of global powgen mix ... PEIX paid off rest of its corp debt. $22.2M ... Iowa granted $125K each to 2 gas stations for blender pumps. Iowa State U to guage consumer reponse to E10-E85 ... Brazil ethanol sales record 23B liters '13-'14. 18.7B last yr ... Ontario celebrating end of coal in powergen. But Thunder Bay plant to burn advanced biomass (whatever that is) ... DOE draft $4B loan guarantee solicitation for innovative clean/ren energy, energy efficiency projects that avoid, reduce, sequester GHG emissions. 5 key areas of interest: advanced grid integration/storage; drop-in biofuels; waste-to-energy; enhancement of existing facilites; energy efficiency improvements ... Egypt predicting widespread power outages by mid-summer. Banned AC units that can be set below 20*C. No longer exporting NG (used in most of their powgen). Unused LNG export terminal could be supplied by Israel (close to becoming NG exporter) with undersea pipe ... 300 MPG turbo diesel-el hybrid from VW. XL1. $60K. 22 miles on el. 340 mi. range. Carbon fiber skin, magnesium alloy subframe, carb fiber wheels, alum brakes, titanium hubs, ceramic bearings. 1,752 lbs. 250 to be made ... IKEA's 98Mw IL wind farm will provide 165% of power needed for its entire US retail, distribution energy footprint. Equiv to pulling 55K cars off road ... Hydrogen Fuel Cell Vehicle market est $3B by '30: Lux Research. But cost of avoided CO2 ~10x higher than most other techs getting look-see. Honda, Mercedes-Benz have HFCV's on market today in US. Potential, though, for trucks, buses. (There's the fruit) ... TSLA's S model range 265 mi. Nissan Leaf 75 mi ... 25-yr DOE budget for hydrogen fuels research, development, demo, deploy ~$2.8B. $112M/yr. Solar $365M in '14. Bioenergy $282M. Wind $144M ... Hyundai aims to make 1K FCVs by '15 ... Daimler, Ford, Nissan to cooperate on commercialization of FCV tech ... Cal's ZEV (zero emission vehicle) mandate requires 15% of all new cars sold be emission-free by '25. 10-state alliance wants 3.3M ZEVs on roads by '25 ... Nissan expanding free EV charging. 2 yrs free public charging with buying Leaf ... CONSOL Energy closed $1.6B notes offering 5.875% due '22 ... Trina Solar connected 23.8Mw PV to UK grid. Dec start ... NTR (Ireland) selling 150Mw OK wind farm project to Trade Wind Energy for $60M. Online '15 ... Barclays provided most finance for mountaintop removal coal mining. Citigroup financed most for coal-burning utilities. Total investment in US coal industry by top 12 banks up 52% in '13 to $31.7B ... Hannon Armstrong, Solar Systems to fund $100M of distiibuted-gen solar in US, territories in '14 ... Big EU comps must now report on sustainability. New law. Today 2.5K comps report voluntarily. 7K by '17 when law takes effect ... LA, DC, Atlanta top Energy Star ratings ... 100B plastic bags/yr pass through US hands. Fouling land and sea ... EU law would cut plastic bag use 80% by '19 ... Coast Guard says BP GOM cleanup not done ... Another Japan whale hunt could be called off ... 170 dead swine found in China river ... Next Energy Solar Fund to invest 750M Pounds in UK solar next 3 yrs ... Switch to 100% clean energy will need year-long storage capability: Younicos ... Google-Nest, offshore wind drove 20% increase in 1Q clean energy M&A ... Hydro-Quebec, Sony in utility-scale energy storage JV ... Triton buying GEA (Germany) heat exchanger unit for Eur1.3B ... Greenbacker (NY) financing Hanergy's 126Mw solar pipeline.

THURSDAY OPEN ... Market flat, mixed. Volume normal. WTI over $104, Brent over $109 ... (stock #s in %) BFRE up 52 on news. BIOF up 26, new high. CABN up 25. CCTC, LMRMF up 20. DSTI up 16. AMLM, QTMM up 15. CCGI, TRKP up 12. JUHL, MMMW up 11. AXAS up 3, another new high. SCTY up 3 on upgrade, news .... TMEN down 23, new low. POLR, PWDY down 13. PTOS down 12. REGI down 11 after reporting. ABAT, CBEH down 11. SYNM down 10. NENE down 3.

WEDNESDAY CLOSE ... Market up 162/52/19. Volume light. WTI under $104, Brent under $110. NG $4.55 ... (stock #s in %) WEST up 28 back to bottom lines (50-days). PTOS up 21 after report. Back over all lines with volume. LTBR up 20, zoom off bottom line to over bottom lines (200s) but no volume. CCTC up 19, leap off bottom. TMEN up 17, bounce off bottom with volume. SSOL up 11. CDTI up 11, back over top bottom line (200). Off big fall. I would say buyville. MKTY up 10. Climbing out for at least a year. CSIQ up 7 bouncing off bottom lines (200s) but not on volume. CSUN up 7, below all lines, no volume. SCTY up 5 off bottom lines (200s). AXAS up 4, new high. NTCXF up 2. TSLA up 2. CJES up 1, new high .... DSTI down 42. AWSL down 32. CRCL down 26, new low. SATCQ down 21. BFRE down 20. AMEL down 12. EWRL, JUHL down 10. GEVO down 2 on news. Sellville. NENE down 2.

STUFF ...Ukraine getting NG deliveries from German utility ... China's coal consumption growth rate dropped to 2.8% in '12. Stayed there in '13. Est. rise to 3% this yr. 8.4% in '11. As high as 19% in '03 ... Judge upheld BLM decision to lease ~350M tons fed coal for mining in Powder River Basin ... Scientists want bigger research budgets for pulling CO2 out of air ... Gaps linger between clean energy, bond market support ... Super-warming HFC emissions up 41% in 7 yrs: EPA ... China to make environment a priority with new law ... UN climate report summary changed to avoid "consequences" during UN climate talks ... Central Am rainforests face destruction as Mexico's drug crackdown heads south ... Global clean energy, energy efficiency, EV investment up 9% 1Q v. '13 to $47.7B on surging demand for rooftop solar from US to Japan. $318B in '11. $254B in '12. 1Q14 invest on solar up 23% v. 1Q13 to $27.5B. $21.2B for projects under 1Mw. Investment in EVs, grid efficiency more than tripled to $3.1B. Wind investment down 16% to $13.9B. Biofuels down 28% to $664M. US investment almost double. China up 18%. Brazil more than tripled. Europe down 30%. Up 82% in Africa, Mideast. $58B in 4Q13 ... 1/3 Beijing's air pollution comes from outside city ... Run-of-river hydropower market est. $1.4B in 10 yrs. Tens of millions now. Typical turbines 500Kw-1Mw. Cost competitive now with fossils ... Californians to start receiving "climate credits" next month. ~$35 on household utility bills for customers of 3 S. Cal utilities, a few others. Credits ev. 6 mo. Money from cap-and-trade program. Residential ratepayers to ultimately bear increased costs from program ... GEVO inserted "going concern" statement in annual report. Over $66M '13 loss, accumulated deficit $262M. $24M cash ... DOE granting up to $10M more for advanced biofuels development to get to $3/gal by '22 ... NASA agreement with Germany, Canada for flight tests to study effects of different biofuels emissions on atmos ... Methane emissions from shale gas could be much higher than previously thought. 100-1,000x more. Could be from coal seam gas during drilling. If less than 3.2% of methane released into atmos from wells, elsewhere, NG retains emissions advantage over coal. "Fugitive rate." Study found rates 2.3%-17.3%. New EPA fracking rules in '15 ... In past century Iowa topsoil eroded from avg. 18" to under 10". At 6" production drops sharply. Soil naturally erodes ~400lbs/ac/yr. On over 1/2 of US cropland its 11K lbs. 2x that on worst land. Problem all over world. Takes over 500 yrs to make 1" of topsoil. And every year there's more pards to feed. (Was Malthus right? Jesus coming back soon anyway, what's the worry?) ... Gamesa India to commission 800Mw wind '14-'15. Over 200Mw ready to go online. Orders for 600Mw more. Commissioned ~400Mw '13-'14 ... Swedbank funding Eur103M for 73.5Mw wind project in Lithuania. Total cost Eur128M. Online late '15 ... Alstom providing turbines, generators - Eur225M worth - for 1.6Gw NG-fired combined-cycle power plant in Anbar Iraq. Online '16 ... Global EcoPower brought 20Mw wind project online in France ... SCTY to resume connecting energy storage systems in Cal after regulators said they're exempt from utility fees. Final ruling in May ... Capital Stage bought 51% of 12Mw German wind project. Online Dec. Nordex turbines ... Jinko Solar finished 2 solar plants - 39Mw total - in China ... Clean energy public market deals hit 6-yr high in 1Q. Valuations stabilized ... Suzuki re-entering hybrid market ... Rio Grande do Norte brought 313Mw - 14 projects - wind online in March in Brazil ... Next Energy Solar Fund raised 85M Pounds in London IPO ... Yingli, Sailing Capital to set up $160M solar energy fund ... EIB providing Eur2B for low-carbon, CCS techs raised with sale of 300M emission permits ... Impax (UK) financing 27Mw Finland wind farm. Bought another Finland wind project ... Irish utility stopped Eur1B clean energy hub that was to export wind power to England. Deal fell apart last week over timeline?! ... BP, Coast Guard declared Gulf of Mex shore cleanup from spill over. (What year was that? '10? And still eco recovery going on in Alaska from Exxon Valdez. When was that?) ... Gulf of Mex oil/gas leases set for US auction in Aug ... Reno added 4 electric buses to public fleet ... Cal set standards for "Brockovich" chemical. (Takes time, huh?) ... Well, pards. Onward and upward. Happy trailers. Bill Gates for President.

WEDNESDAY OPEN ... Market up 86/21/8. Volume light. Naz bounced off bottom lines (200s) yesterday. Today Dow, SP back over top lines (50s). WTI over $104, Brent over $110. US industrial production up more than forecast. UK unemployment down to 6.9% ... (stock #s in %) BHWX up 45. MDDD up 16. LTBR, WEST up 14. AXAS up 5, new high. SCTY up 2 on bottom lines (200s). CJES up 1, new high .... DSTI down 42 on 800 shs. SATCQ down 37. CRCL down 26, new low. CABN down 16, new low, on volume. CNTO, PRHL down 10.

TUESDAY CLOSE ... Market up 89/11/12. Naz touched on bottom lines (200s). Heavier volume. WTI over $103, Brent over $108. NG $4.56. Ukraine sending military to east. To take on Russia? Good luck boys ... (stock #s in %) CSOL up 61. CRCL up 36 on volume. MKBY up 21. PWDY, LSCG up 13. SATCQ up 12. BIOF, PSPW up 9. ENOC up 8 ..... ECOS down 50. CABN down 25, new low. DSTI down 22. GEVO down 18, new low on volume. TMEN down 18. BHWX down 16, new low. WTWO down 14 on volume. MKTY, LMRMF, AMEL down 13. AMBT, EFOI, MDDD down 12. ASPW, CBAK down 11. CSGH, LEDS, MMMW, TRKP down 10. AMRC down 3 , new low on volume.

STUFF ... World on pace for 4.8*C temp rise over preindustrial base by 2100: UN science panel ... Global GHG emissions up 10B tons CO2 equivalent '00-'10. 1/2 all human CO2 emissions 1750-2010 in last 40 yrs ... Putin billing Ukraine $38B for unpaid NG sales, removal of discount for Crimea seaport ... JASO 1Q shipments to beat earlier est. To exceed 620Mw ... BMW lifted i3 EV production 43% on higher demand ... German power utilities burning more coal (lignite), weaning off nukes (clean power). (How stupid is that?) ... Corn belt moving north to Canada. Growing seasons ~2 weeks longer over past 50 yrs. Mean annual temps est. to climb 3*C by '50. Record 405K acres Canada corn in '13 ... Total going ahead with ultra deepwater development off Angola. 30% stake. Exxon, Sinopec, others in consortium. '17 start. $16B est. cost down from $20B earlier. Eventual production 230Kb/d. 6 fields. Heavy and light oil. 6K feet deep water. Seafloor pipes. 2 retired supertankers to store oil. 59 wells. Angola oil production ~1.8Mb/d in '13 ... Over $5.7B already invested in developing advanced biofuels. Est. $95B plus needed next 10 yrs to scale up commercial production to meet US targets in '07 law ... New study found significant methane leaks from some fracking wells still in drilling process ... Cal Senate leader unveiled carbon cap-and-trade spending plan, pivoted away from carbon tax ... Georgia (US) adding so much solar to grid this year it could rank in top 5 states by yearend ... "Should have invested in clean energy earlier": RWE CEO. Germany forcing nuke plant closures by '22. RWE turning to lignite, most GHG emiss of all fossil fuel. Coal now 52% of RWE's powgen. Up from 45% in '11. Overall German powgen 45% coal in '13. RWE clean powgen 6.4% in '13 ... Prices utilities have to pay for coal up ~7%/y since '04 ... Ethanol imports in IL having heavy impact on profit margins for midwest ethanol plants ... Brazil to boost ethanol blend to 27.5% from 25%. Hopes to reduce Petrobras fuel imports, losses ... UK announced rules for small-scale biodiesel producers ... Addax Bioenergy to start production at 85M liters/y ethanol plant in Sierra Leone. Also powgen ... Turkey to privatize most of its coal fields ... Over 1,500 households in Jordan installed solar hot water under govt initiative started in late '13. Est. 2,500 by yearend. Intallment payment option. Jordan has 330 sunny days/yr avg. They import over 95% of energy use. Want to get to 40% domestic by '20 ... Desalination plant to provide 1/3 Beijing's water by '19. $1.1B for plant, ~$1.5B for pipes ... Siemens contract for 900MW grid connect for N Sea offshore wind ... Shunfeng PV to raise $297M with 5-yr convertible bond at 4% ... Tenaska Solar dropped Soitec CPV tech for 150Mw Cal plant. Going with conventional PV ... Google bought solar-powered drone maker to deliver wireless internet access where needed ... LM Wind - Dane wind turbine blade maker - '13 net loss Eur80M v. Eur 36M in '12. '13 sales down to Eur488M v. Eur 687M ... Dubai launched 100Mw solar tender worth $272M for 2nd phase of 1Gw plant ... Near 1/2 of US TSLA owners registered in Cal ... Cal has 2.9B bls proved crude reserves. Imports over 60% of crude for refineries from overseas. 54% from 3 OPEC countries ... Fed judges upheld EPA mercury, toxics standards ... 1 bacteria strain in oceans can have big impact on global carbon cycle ... Weather-fueled shortage of gefilte for Passover ... Judge upheld Powder River Basin leases despite climate concerns ... NJ reactor shut down again ... Asia's toxic air strengthens N Hemisphere storms ... $1.3M to clean PCB-tainted sewers in Charlotte, NC ... Uranium miners dying after work in Namibia ... Slayings of environmentalists increasing globally ... Cleanup started in SWest OH nature preserve after oil spill.

TUESDAY OPEN ... Market down 38/4/38. Volume light. Naz under 4K. WTI over $103, Brent over $108. Gold back under $1,300 ... (stock #s in %) CSOL up 61 on 1K shares. CSGH up 29 on 6oo shs, back over top line (200-day). WTWO up 14, back to middle lines (50s). CERPQ up 11. QTMM up 10, back over top 3 lines. XSNX up 8 on news, back near top of all lines .... CBEH down 18. AMEL down 17. FNVRF down 14, back near bottom lines (50s). GEVO down 13, new low. EFOI down 13, back to top lines (50s). LMRMF down 13, just under bottom lines (200s). LEDS down 10, back to Dec levels. AMLM down 9. WEST down 8, back on bottom. ABAT down 6, back to top bottom line (200). TSLA down 3. SCTY down 2, under bottom line (200). AMRC down 2, new low.

MONDAY CLOSE ... Market up 146/23/15. Volume slightly light. US deficit "down" to $492B. Ukraine raised key interest rate. WTI over $103, Brent under $109. NG $4.56 ... (stock #s in %) BLQN up 98. 100 shs. Back over bottom lines (50-days). Go figure. SLMU up 35. UBRG up 31. CRGE up 30. BFRE up 20 on volume. JUHL up 19, back to base top. PTOS up 16, traintrack back to top line (200). AMLM up 15, new high. SSOL up 12. CABN up 11. LEOM up 10. NTCXF up 6, day 2. SCTY flat, on bottom line (200) .... SATCQ down 49. WTWO down 22, back under midlines (50s). ENSL down 21. MKBY down 18, down on top 200. CCTC down 15, looking like another new low. CRCL down 13, new low. NAMG, TMEN down 11. CERPQ, LTBR. QTMM down 10. ABAT down 8, nearing top 200 on total comeback from late Feb. Buyville ... TSLA down 2, still looks coming back to 200 day lines.

STUFF ... Next 15 yrs critical for affordable climate change actions: UN scientific panel. World needs to triple its energy from clean energy (including nukes), fossil fuel carbon capture/storage to avoid dangerous levels of global warming. Cost est. .06% of annual global growth if done now. Avg. $147B/yr more needed. Spending on energy efficiency for transport, bldgs, industry needs to increase $336B/yr ... GHGs emissions growth avg. 2.2%/yr '00-'10, up from 1.3% preceding 3 decades ... Global CO2 emissions could peak by '20 if China achieves coal power reduction goals ... CNPC oil pipe leak to blame for water contamination affecting over 2.4M folks in China ... World agri GHG emissions increasing: UN ... Fish living in CO2-saturated waters lose ability to sense predators: study. (Is that happening to us too with CO2-saturated air?) ... TIme running out to protect UK coastline: report ... OH making biggest link yet between quakes, fracking ... Statoil to develop big N Sea NG find ... Japan new energy policy pushing coal as long-term power source. Fossil power now ~90% power gen there ... Cherbourg to attract Eur400M offshore wind investment ... Innoveox - French clean tech comp - Eur16M IPO on NYSE ... JASO increased 1Q shipment guidance to over 620Mw ... Trina slashed 1Q shipment guidance over EU price threshold uncertainty. 540-570Mw from 670-700 ... E.ON quit Desertec Initiative (exporting N Africa solar, wind to Europe) ... Total US petrol product exports up 28% yoy. Now at ~3.6Mb/d ... IEA forecast '14 global oil demand 1.3Mb/d higher than '13, 100K less than last month forecast ... World oil production down 1.2Mb/d in March from Feb. 550K less from Iraq, Saudis, Libya. Up 1.1M, though, yoy. 2Mb/d increase from non-OPEC offset 1Mb/d drop by OPEC ... US NG storage up 4BCF last week. Less than 1/2 normal. Near 3TCF needs to be stored by Nov ... Sunni insurgents in Iraq closed 8 of 10 gates on major irrigation dam on Euphrates last week. Seized the dam in Feb. Wanted to flood land around Fallujah to keep Baghdad army away. Ag, power plants affected downstream. Realizing they would flood parts of Fallujah they control, they opened 5 gates. Army to recapture dam soon ... Iraq's north oil pipe closed over 40 days now. Insurgents massacred repair crew after last bombing. Additional crews came in with army but forced away ... Libya's major refinery, oil export terminal shutdown on weekend by dissidents ... East Ukraine has most of country's industrial, mineral wealth. Kiev said militants must disperse today ... Iraq hopes to finish this yr oil pipeline to raise exports to Turkey to over 1Mb/d ... Nigeria oil exports seen falling under 1.6Mb/d next month. Exports to N Am down 91% from peak ... Statoil wants to cut CO2 emissions from oil sands ops 25% by '20, 40% by '25 ... US crude proved resources up 4.5B bls in '12 to 33B bls: EIA. (Could supply US ~5 yrs by my math.) Largest increase since '70 when 10B Alaska crude added. Highest level since '76. 4th increase in row ... US NG proved reserves (including NGLs) down 7% in '12 to 323TCF, revised down in response to lower prices. (12 yrs of US demand by my math. What do we do in 12 yrs?) ... NG over 50% of new US power gen added in '13. Solar 22%. Coal 11%. Wind near 8%. 9% other ... EIA increased forecasted '14 WTI price to $95.60, under $90 in '15. Lowered forecast for '14 US crude output to 8.37Mb/d. Still up 13% from '13 ... NuStar Energy opened 3rd petrol dock in Corpus Christi. Port shipped out 350Kb/d in Nov, up from under 10K Jan '12 ... N Slope AK production est. to avg. 342Kb/d in '22. Not enough to keep pipe open. Est. 521Kb/d now ... New AK fracking rules. Water well testing before, during, after within 1/2 mile of wells ... GDF Suez 25-yr contract to buy NG from BP, partners in Azerbaijan. Prices not tied to oil ... Combined global production of ethanol, biodiesel down .4% in '12 v. '11. 1st decline since '00 ... EPA FY14-18 Plan released. To ensure everyone has clean water, clean air. To reduce GHG emissions with efficiency improvements in homes, bldgs, appliances ... Cargill to source palm oil responsibly ... US ethanol production at 13.77B gal/yr rate ... China to ban high sulfur coal imports ... Nigeria plans 1st nuke plant ... Residential German el prices near 3x higher than US: Inst for Energy Research. Up to 800K Germans had power cut off for inability to pay. High subsidies for clean energy. Renewable energy levy cost households $9.6B in '13. Cost to integrate clean energy into grid stands at $33B ... Ashland, OR offering $100 incentive for install of EV charge station in homes under construction ... League of Conservation Voters, NRDC starting "Leading Green" to raise campaign funds for climate change policy ... Yingli to sell at least 300Mw of solar plants in China to United Photovoltaics. Yingli to build, op. Completion in 2 yrs ... Samsung, Pattern Energy 270Mw wind farm in Ontario online. Siemens 2.3Mw turbines ... New DOE standard for overhead lamps ... Apple bought OR hydropower plant ... Mich debuted program to double recycling ... OR looks at selling forest to fund public schools ... UK poll: wind power more liked than fracking ... Happy trails, pards. Bill Gates for POTUS.

MONDAY OPEN ... Market up 114/27/11. Volume light. WTI over $!03, Brent just under $108 ... (stock #s in %) BLQN up 98 on 100 shares. CRCL, CRGE up 30. MMMW up 20. CABN up 13. LEOM up 12. JASO up 7 after prelim report. NTCXF up 4. SCTY up 3 .... AWSL down 35. ENSL down 26. MKBY down 18. MDDD down 14. LMRMF down 13. WTWO down 11. CERPQ down 10.

FRIDAY CLOSE ... Market down 143/54/17. Volume a little heavy. Dow, SP fell below top lines (50-days). Naz nearing bottom lines (200-days). WTI over $103, Brent over $107 ... (stock #s in %) SATCQ up 98, over bottom 200-day off 50s. ENSL up 35, back amid all lines. ASPW up 17. ZAAP up 15, bounce off top lines (50s). EVSI up 13. AMLM up 12, new high. MKTY up 12, 3-day surge back toward Mar top. WTWO up 12, bottom lines held. NTCXF up 9, may be ready to turn back up. QTMM up 9, over 3 top lines. AXAS up 1, new high .... BLQN down 49, back to bottom. ONYX down 40 on 1K shs. HOKUQ down 37. CRCL down 33. WSGP down 20, new low. ZNNMF down 19, new low. PWDY down 17. BFRE down 16. AQNM down 14. LTBR, RNWEF down 11. EWRL down 10. XSNX down 9. CERE down 7, new low. SCTY down 2, back to bottom line (200), volume up. might be ready to turn. 3 oversold indicators, but still up 3x 12 mo.

STUFF ... Putin warning 18 European countries Ukraine's debt at "critical" level. Could threaten NG transit to Europe. Ukraine missed deadline on $2.2B for el, heating fuel ... Researchers combing TX oil/gas drilling logs trying to locate more groundwater to counter drought, fracking water use ... Japan Cabinet approved energy policy with return to nuke power ... Without PTC subsidy, US wind industry will struggle at ~3Gw installs/yr ... Brazil to hold auction for solar, wind, solid waste including biogas. In Aug or Sept ... Suzlon seeking to divest $166M of assets to lessen debt ... Yingli 30% drop in 1Q shipments. Weak China demand ... Maine regulators asking First Wind to prove ability to finance $1B for 433Mw wind development in state ... Peabody pitching coal as cure for 3rd world poverty ... Fighting climate change, fighting poverty are linked: World Bank chief ... Monster cyclone heading for NE Australia ... UK opening finance "lab" to help meet UN's $100B climate protection goal ... Southern teaming with China coal giant to expand gasification tech ... TX est. crude reserves just grew 3B bls ... OPEC's crude output plummeted in March ... 11% of wind power potential unused in China last year. Grid can't handle it yet. Limiting how much planners can cut incentives to developers. At least 8B yuan lost revenues for wind operators last yr ... Swiss plane built for 1st around-the-world solar flight unveiled. ~20 flying days to get around the globe at ~85 MPH. If plane's various techs were deployed by world, energy use could be cut in half ... UK launched Renewable Heat Initiative. Pays households that gen heat, hot water with clean/ren energy. Energy efficiency test first (insulation, etc.) ... EIA: US will be able to meet its own NG demand by '17. (So why are we thinking of exporting LNG yet?) ... Ethanol production seen hitting record high in Brazil despite drought ... EU may support 1st gen biofuels after all. Draft proposal ... Russia to build $22B pipeline to get NG to China, East coast. '18 completion. Gazprom could send 38BCM/yr to China. ~24% of what Russia sells to Europe. Deal may be signed in May. Price the sticking point. Russia may have to take a loss at first, China wants prices lower than Europe's ... Iran produced 2.79Mb/d in March. Up 3.5% from '13 avg. Production could reach 4.2M next 12 mo. They want to get to 5M ... Com Ed partnering with Nest to offer up to $140 rebate to customers who buy Nest thermostat, participate in demand response program ... $700M project at Tampa El plant to redirect waste steam from 4 NG units into 450Mw powgen. Online '17. Also $110M for reclaimed wastewater project ... Power utilities seek Supreme Court review of EPA ozone standards ... Bat-killing fungus now in 1/2 of US. (Bats eat insects like mosquitos, of course.) ... TSLA US sales showing signs of slowing. Hopes for foreign sales ... Westinghouse nuke fuel deal with Ukraine ... By next week, no more "yoga mat" substance in Subway bread ... What a world. Happy weekend, pards. Bill Gates for POTUS?

FRIDAY OPEN ... Market down 58/8/5. Volume slightly heavy. Naz down almost 10% from top, near bottom lines (200-days). Dow, SP under top lines (50-days). WTI under $104, Brent under $108 ... (stock #s in %) AMLM up 30, new high. GERS up 25 on volume. EVSI up 13. WTWO up 12, middle lines (50s) holding. CBEH up 10, in and out of bottom lines (200s), may be turning back up. MKTY up 10, 3-day run off top lines (50s). AXAS up 3, another new high. SCTY up 1, bottom lines (200s) still holding .... BSRC down 29, back into bottom lines (50s). WSGP down 20, new low. CRCL down 19. ZNNMF down 14, new low. EWRL down 12. RNWEF down 11, below top lines (50s), just above top 200. LEXG down 10, under bottom lines (50s).

THURSDAY CLOSE ... Market down 267/129/39. Volume heavy. Biotech, tech selloff. S&P fell under top lines (50-days). DJI in top lines (50s). WTI over $103, Brent over $107. NG up to $4.68. Corn $5 ... (stock #s in %) EWRL up 14. BSRC, CERPQ up 11. LEOM, SSOL up 10. DSTI up 9. AXAS up 3, new high on volume .... CPWY down 43 on 500 shs. POLR down 25. AMLM down 16. CABN down 14 on volume. NORX, USEI down 13. JUHL, SATCQ down 12. CCTC, KNDI, MMMW down 11. CCGI, CSIQ, LSCG, WEST Down 10. CSIQ on top bottom line (200-day) on rising volume. CDTI, HIIT, ACFN down 9. CDTI leveling out. HIIT probably buyville. NTCXF down 5, almost back to Sept bottom. What do they have? Absolute black for solar? TSLA down 5, back under top lines (50s). SCTY down 4, down on bottom lines (200s).

STUFF ... Navajo Nation in 20-yr drought ... Near half US nuke fleet reactors operating in full violation of safety regs. Melt down risk from fire ~50% ... FRA to propose requiring 2-person crews on trains hauling crude, other crew size stds ... Algenol founder says costs $1.27/gal to make fuel from algae with their tech ... Bill intro'd in Congress to have Treasury issue $50B of "Clean Energy Victory Bonds" to offset extension of clean E tax breaks ... IPCC finding transportation emissions on track to double by '50. To become one of biggest drivers of climate change ... Gazprom pushing ahead with pipeline bypassing Ukraine ... Cal needs better measure of water use to get through future droughts ... Focus on climate threats could cause harm, lessen public response: experts ... Virginia governor reactivated state climate panel ... White House initiative for "cow of the future" over methane emissions. (I thought of gas bags) ... P&G intro'd new palm oil policy. Zero deforestation by '20. (Um, underwhelming timeline) ... NC regulators sided with Duke against coal ash cleanup ruling ... Cal regulators keeping batt recycling plant closed over pollution ... WY to begin plugging abandoned oil/gas wells ... Only 3 Bakken drillers helping with oil testing: DOT ... TX grid operator backs $590M plan for power reliability for Houston ... ND clamping down on Bakken radioactive frack waste ... Statoil working to cut CO2 emissions from oil sands production ... ADB loan for Bangladesh green infra could draw in $760M investment ... TransAlta (Canada wind, hydro) to raise $125M in share sale ... Global wind installs to rise 34% to 47Gw in '14. To near double next 5 yrs to ~600Gw. Down 21% in '13 from US policy ... Mexico target 35% clean E by '24. Needs to avg 2Gw/y. Most going to be wind ... Brazil expected to add up to 4Gw wind this year ... S Africa target 9Gw wind by '30 ... Ethiopia 7Gw wind by '30 (1 of best wind resources in world) ... Iberdrola abandoned sale of Romanian wind assets. 80Mw farm, majority stake in 192Mw development pipe ... EverPower Wind (NY) to buy 240Mw IL wind farm from Suzlon ... 100B bls recoverable: Pioneer Resources CEO. "Perfect kind of shale": geologist. In US. (Hard to find out about it. But hell a lot of oil. Monterey?) ... Russia clean E auctions for '15-'18 start May 28. Over 1.6Gw wind, 496Mw solar to get subsidies. Annual limit for all clean E 6 or 7Gw. Clean E .8% of E mix now. Govt wants 2.5%. 1st auction last fall was 504Mw, 39 projects. 50% local content required for solar ... Crude stocks on TX coast all-time high 202M bls. Can't accept much more from OK. Only 13 US owned/crewed tankers legally allowed to move oil between US ports fully booked. (2,400 global tanker fleet.) Refineries still down for maintenance ... Only 1 oil export terminal turned over to Libya govt so far. Loading could start Sunday ... US banned new Iran ambassador to UN from entering country. He was in on US embassy takeover in '79 ... Stanford scientists have new, highly efficient way to make ethanol from carbon monoxide ... States will have flexibility on how to implement new EPA GHG regs for existing power plants ... Martifer Solar connected 78Mw to UK grid in 9 wks. Built for Lightsource. 700-900MW solar installed in UK 1Q14 ... ET Solar completed 7.8MW solar plant in Israel for EDF ... Acciona supplying 252Mw of wind turbines for 2 Mexico projects. $650M total to build. Online '16. Fisterra Energy to own ... Open Hydro, Alderney to build $833M, 300MW tidal power plant offshore English Channel island. 150 turbines. '20 completion. To export power to Britain, France. Est. Brit Isles have up to 1/2 Europe's tidal power resource, ~10% of world's ... Macquarie (UK) got $285M to refinance portfolio of over 2M smart meters in UK. UK urging utilities to install over 53M smart meters by '20 (12B Pounds) ... IKEA bought 98Mw wind farm being built in IL. Online '15. IKEA wants to make as much clean E as E they use by '20. Invested in wind power in 8 countries, now US ... DOE, Tampa El launched CO2 capture project at power plant ... Wal Mart to sell line of cheap organic foods ... Toyota to apply hybrid engine tech to conventional cars ... China artist sold jar of clean French air for $860 as protest of China pollution ... What a world, A, pards? Onward and upward. Happy trailers.

THURSDAY OPEN ... Market down 55/55/9. Volume light. WTI over $103, Brent over $107. US jobless claims lowest since May '07. Derivative rules softened. BOE keeping key rate at record low ... (stock #s in %) CSKH up 66. GERS up 25 with volume. LMRMF up 17, back above bottom line (200-day). ECAU up 14, back to bottom lines (50-days). UBRG up 13. AXAS up 4, new high ... USEI down 15. BLDW down 14, trying to hold a penny. JUHL down 12 off yesterday's top. NORX, MMMW down 11. ZAAP down 8, in top lines (50s), half of March top.

WEDNESDAY CLOSE ... Market up 181/70/20. Volume slightly light. Fed report. Internet, biotech up. Houston filling up with crude. WTI over $103, Brent over $107. $3.89/gal at corner Shell ... (stock #s in %) CPWY up 79, back over all lines. HOKUQ up 60 off 50 days. PWDY up 53, volume building up. CRCL up 29 off bottom. PTOS up 26, fighting top lines (200s). AMPD up 14 on volume to 50 days, basing since Dec. SATCQ up 13. CCGI up 12, 2-day volume surge off bottom to bottom lines (50s). CBWP up 10. Go figure. MXWL up 9, basing at up 2x from Feb. AMSC up 7 off Feb bottom. BIOF up 7 after wek-long slidfe off top .... BHWX down 38, back under top lines (200s). WSGP down 24, further lower. GERS down 20. EWRL down 17. CNTO down 15. ASPW, UBRG, USEI down 14. ZAAP down 12, back on top line (50). MDDD down 11. Bottom. No volume yet. BBLU down 10. Oops. They were up 10. Back over top lines (50s). NTCXF down 6. May be time to buy.

STUFF ... GHG emissions have to fall 40-70% by '50 to keep global temp rise under 2*C by 2100: IPCC (UN). Fossil fuel investment has to drop $30B/y. Spending on clean power, EVs, E efficiency, etc. has to go to ~$150B/y. 3/4 of fossil reserves in ground have to stay there. IPCC meets on 12th in Berlin to chart ways to curb GHGs, est. cost ... Germany to slow pace of clean E development from 40% previous goal. 25% now E mix. "Restart": make sure expansion safe, predictable; not as fast as possible. Power prices up every yr since '00 to among highest in Europe. Now only 2.5Gw of wind, solar can be added/yr. Offshore wind capped at 6.5Gw by '20. Start '17, no more guaranteed prices for clean E ... EU agreed to let German comps keep clean power rebates ... New understanding of natural ocean climate cycles may help explain global warming "pause": study ... Pussy Riot and other brave girls on Charlie Rose (listening in) ... NRDC pressing FEMA to expand NYC's flood zone maps ... Fox News had most misleading climate change coverage in '13: study ... Harvard "greening" investment fund, but not divesting fossils ... Wildlife, ecosystems still feeling BP GOM spill. What's that? 3 yrs? Check Exxon Valdez residue ... US imports up to $2B of illegally caught seafood per yr: study ... Judge ruled NMFS violated law of US NE groundfish limits. (Um, I'm thinkin' lobster, crab, other scavengers.) ... GM to invest $450M on Volt, Caddy EV development. (Course, they have this other immediate prob of ignition switches.) ... TSLA offering biz lease program for S model ... EPA launched efforts to promote sustainable emission cuts at seaports ... Intl group keeping '16 deadline for cleaner ship engines ... Loopholes let food comps self-certify safety of additives: report ... "Electricity under attack in US": First Energy CEO, Prez. He decries clean E mandates "designed to achieve a social agenda". (And went back under his shell.) ... Oil/gas producers fighting stricter worker safety rules ... Cal county banned fracking ... $3M from DOE for FCEL product development ... Microgrid power growing worldwide, N Am leading: report ... 1 in 5 global shale plays will succeed: analysts ... ND has pocketed near $2B from frack tax: state treasurer ... Total global corp solar investment $7B 1Q14 v. $5B 4Q13: Mercom Capital Group. 170 large-scale projects announced world 1Q. Almost 7Gw ... 40 separate types of equipment known potential source of methane emiss with fracking production, processing oil/gas. ~9% US GHG emiss methane. US has almost 500K frack NG wells, hundreds of thousands of miles of pipe ... Ontario B2 blend mandate 4/1. B3 1/16. B4 1/17 ... MN sees B20 by '18 now. Planned for '15. B10 this July ... Tibetan Plateau holds est. up to 70B bls oil. Deepbore testing ongoing ... Armenia plans to add Iran NG imports to 2BCM/y, up 75%. Armenia to export power to Iran. Gazprom controls Armenia NG pipes, supplies most of NG. But being quiet about the deal. Huh ... NG power plants over 1/2 of new US installed cap '13: EIA. 6.86Gw of 13.5Gw. Solar 2nd (only utility-based) with under 3Gw. Rooftop solar up to 1.9Gw. Coal 1.5Gw. Wind over 1Gw. Biomass over 500Mw. Hydro 384Mw ... EIA: US oil imports to fall to zero by '37. (We shall maybe see.) ... Shell began oil exports from Iraq field. Shell 45% consortium stake. 210Kb/d production (175K avg. triggers recovery.) Field est. 38B bls ... GDF Suez Brazil unit turned on 115Mw wind farm in Ceara. Construction start late '11. Eur170M. GDF now building over 3.7Gw hydro plant on Madeira ... ET Solar German unit sold 8.4Mw plant in England to Lightsource. Both comps in on 50Mw more ... GE unit $50M loan for 484Mw 12-yr-old NG plant in IL. 4 simple cycle turbs ... Clean E investment global '14 may rise to $300B v. $254B '13. Installs est.to rise 37% ... Maersk - ~1% global GHG emiss - saved $764M of fuel in '13, cut CO2 12%. Slower speed, more ports, ship upgrades, new ships. Grew 4% ... World's 1st net-zero E skyscraper rising in Jakarta. '19 completion. 99 stories. Pertamina HQ. Top sucks wind into vertical wind turbines for 25% power. Solar heat mitigation with curved shape. Sun-shading "leaves". Semi-mobile curtains allow light without heat. Radiant cooling replaces AC. Geothermal power. Skidmore, Owings, Merrill ... Windlab targeting sub-Sahara wind. High investor appetite ... Atlantis sees 600Mw tidal E development pipe offshore Shanghai ... EC called time on clean E FITs with new state guidelines ... Poland plans to limit cost of clean E subsidies. (Looks like following Germany. Well, there was that '39 wakeup.) ... UK launched Renewable Heat Initiative. 7-yr tariff for air-source heat pumps, etc. ... An independent Scotland can't afford clean E subsidies it's already getting from being in UK: UK Dept of E, CC ... China's Ming Yang Wind Power profit fell 29% to $43M in '13 ... Shunfeng completed Wuxi Suntech acq ... Happy trailers pards. Onward and upward. Bill Gates for president. Or whom?

WEDNESDAY OPEN ... Market up 30/24/4. Volume light on Fed wait. WTI over $102, Brent over $107 ... (stock #s in %) CSKH up 66. CRCL up 29. PWDY up 26. SSOL up 16. BIOF up 10. ZNNMF up 7, broke the plunge .... VNDB down 50. BSRC down 22. GERS, USEI down 20. XIDE down 18. MMMW down 17. EWRL, LMRMF down 16. AMEL, WTWO down 12. CNTO down 10.

TUESDAY CLOSE ... Market up 10/33/6. Volume slightly heavy. WTI up over $102, Brent over $107. NG up to $4.54 ... (stock #s in %) ONYX up 66. POLR up 33. IFXY up 32. GERS up 25. CCGI up 20 off bottom, double bottom with early Oct, on volume. HYSR up 17. CRCL, EWRL up 13. PSPW up 11. AMLM up 10. BLDP up 9 off top line (50-day). KNDI up 8, reversing slide from mid-Mar, between top and bottom lines. FSLR up 7, back to Mar tops, get on board I guess. SCTY up 2, in bottom lines (200s), indicators saying oversold. Probably common sense too .... CSOL down 40, below top 3 lines, almost 2x day swing. LEOM down 23. ZNNMF down 22, new low, day 2 of plunge. PWDY down 17. CABN down 16. BFRE down 14. EVSI, TMEN down 10. ABAT down 7, back on top lines (50s).

STUFF ... Drought in US intensified in March: USDA ... TX rice farmers reeling from drought ... Surge in Okla quakes near fracking ops ... Deserts can store more CO2 than previously thought: study ... Calif city to use food waste to power garbage trucks ... Japan govt plan supports nuke power, doesn't set clean energy mandates ... US gave out 1st export licenses for Canada crude ... Petroperu tendered for 200K bls of biodiesel ... Overseas Development Institute (UK) study shows existing evidence doesn't point to increased food insecurity in developing countries from biofuels production. Other factors appear to provide larger impact, like production models, land acquisition ... US Commerce Dept forecasts intl marketplace for civil nuke tech $500-740B within next 10 yrs. Potential to gen over $100B in US exports, thousands of jobs. IEA says global nuke power gen cap could grow to 580Gw by '35. 371Gw in '10 ... US could allow surveying for oil/gas development in Atlantic as early as this year ... Huge Kazakhstan oil field in state of commercial crisis. Could remain shut for 2 more yrs. $50B already spent. Hydrogen sulfide corroding pipes. 100 miles of pipe may be replaced with nickel alloy pipe ... Soitec selected in over 10 new solar projects in France. Concentrated PV. Total 16 projects selected, 103Mw. Over 80% to use Soitec CPV. Completions expected in '16 ... Bharat Light, Power (India) to raise over $1B next 5 yrs to reach 1Gw clean powgen cap from 200Mw now (3 wind farms) ... Crowd funding for rooftop solar seen topping $5B in 5 yrs, over 50x amount raised to date. US homeowners installed 792Mw solar in '13, up 60% from '12 ... SUNE closed on $150M 3-yr revolving credit facility to buy, develop solar projects in US, Canada. Another $150M expected soon. Already used $1.2B to finance 325Mw ... World Bank-backed Bangladesh home solar program world's fastest growing PV scheme ... Acciona got $87M finance for 45Mw Chile wind farm ... TX awarded TX A&M $2.2M grant to R&D offshore TX wind farm ... Suzlon German unit Senvion got new 3-yr Eur850M credit facility ... Opower shares up 21% after Friday IPO, came back some Monday.

TUESDAY OPEN ... Market down 12/8/7. Volume a little light. WTI ~$101, Brent over $106. Japan didn't boost stimulus. UK industry output up. E Ukraine trouble ... POLR up 33. MKBY up 25, back to top line (50-day). XDSL up 16. HYSR up 15. CSOL up 14 off top 3 lines. AMEL, BSRC, PSON up 11 .... CPWY down 45. LEOM down 23. ZNNMF down 19, new low, day 2 of plunge. MKTY down 17, in top lines (50s). PWDY down 17. LMRMF down 15, back to late Dec bottom. CNTO down 10.

STUFF ... US corn converted to ethanol every year could feed 570M folks. Problem is, it's probably all GMO corn that causes leaky gut because pesticides, herbicides in the corn. So, kids, try and change that ... Microsoft cuts Windows XP support tomorrow. Exposes utilities, chem plants, critical infra worldwide to cybersecurity vulnerabilities. (G, why would they do that? Are their software sales down?) ... Bill Gates for president. He knows how to make money ... No future for new nuke in US. Distributed solar to take over: NRG CEO ... Forecasted Bakken production 1.1Mb/d avg '14. Up 250K yoy. 1.7M by '20 seen by Wood-Mackenzie. Wells to last 25-30 yrs. They see ... Tehran giving CNPC 90 days to get going on oil field shared with Iraq. In 7 yrs CNPC drilled 7 of 185 wells promised. Production 50Kb/d. Iraq pumping 175K, planning 400K ... Kurds postponed exporting 100Kb/d through north pipe. Pipe reported out of order (probably bombed again) ... Libya, rebs agreed to open 2 of smaller oil export terminals. 200Kb/d total cap. Larger ports may open in 2-4 wks ... Tatneft (Russia) plans to resume Libya ops this yr. Idled in revolution ... Major refinery shutdown in Nigeria. Functional probs, vandalism. Will exacerbate shortages ... Exxon: little risk for them from climate change. Reserves will be needed to meet expected demand growth ... ~71% of Canada oil production in '13 exported to US. 2% to other countries ... Chevron unit, 10 employees to face Brazil criminal charges for offshore oil spills in '11, '12 ... Large share of global offshore drilling fleet over 30 yrs old, to need replacing ... Vienna research comp: lifting US crude export ban would raise US crude production ~700Kb/d, raise US exports ~1.5Mb/d, raise US imports ~500Kb/d by '20. US refiners would lose ... 883TCF shale NG under Europe ... Beijing wants to increase NG to 10% of China energy mix by '20. 5% now ... Thai national oil comp taking 25% of Brazil deepwater blocks held by BG Group ... US crude imports down over 10% in '13 to avg 7.6Mb/d. Lowest since '96 ... Xcel Energy proposing new solar program for Colo customers. Access to large-scale rooftop solar ... Smith Electric Vehicles (KC) suspended production at yearend. Cash shortage ... Global clean power investment down 14% to $214B in '13. New cap, though, fell only 8% to ~81Gw. Fossil-fueled power investment down 13% to $270B. New cap fell 14% to 95Gw. Fossil over 20 cents/w higher to build by my math. And that's before the cost of the fuel. (Clean energy is free.) ~44% of all new power cap in '13 clean, ~same as '12 ... '13 PV solar global installs up 26% to 39Gw in '13 as investment fell 23% to $104B ... SUNE giving up 20Mw solar project in India. Concerns that local cell makers won't be able to ramp up supply in time besides raising prices over bidding. So project not viable. SUNE still plans to build another 30Mw project though, not explaining that ... Atlantis Resources to test tidal power turbine in China with Dongfang. Atlantis working with Lockheed Martin ... Ioxus (NY) - ultracapacitor tech - got $21M to expand in China. 2nd NY factory to be built this year. May build 1 in China. They export 80% of what they make, 1/2 of that to China. Reduces diesel bus emissions by up to 2/3 ... World Bank's IFC has invested over $11B since '05 in projects to reduce climate change effects ... Record $9B "green" bonds issued globally in 1Q14 ... DP Energy to finance 330Mw tidal power for portfolio ... Indonesia to auction 375Mw geothermal power mid-year ... PNE Wind (Germany), STEAG (Germany) forming Turkey JV. PNE bringing 700Mw wind projects ... Norway to increase $860B sovereign (oil) wealth fund clean/ren investment to $8.3B ... India passed 2.6Gw solar cap installed ... Tata to add 912MW "green" power.

MONDAY CLOSE ... Market down 166/48/20. Volume heavy. Tech selloff started by insiders. S&P erased '14 gain. Naz nearing early Feb low. WTI under $101, Brent ~$106. NG $4.48 ... (stock #s in %) LEOM up 30 from recent fall. JUHL up 17, taking rally from early Feb back to up 4x. EVSI up 11 off bottom .... ZNNMF down 29, back to early Dec bottom. CRGE down 28. AMLM down 24, back to top lines (50-days). HYSR down 17, coming back to top line (50). CRCL down 17. AQNM, BFRE, CSKH, PWDY, NGLPF down 14. NGLPF back on 3 bottom lines. BHWX, CERPQ down 13. CABN, CSGH, EWRL, HYGS, USEI down 12. HYGS fall from early Mar top to near bottom lines (200-days). WTWO, WWPW down 11. WTWO back on middle lines (50s). LMRMF down 10. LEXG down 9 on volume, back under bottom lines (50s). ASYS down 9, dropped through top lines (50s), probably headed back to bottom lines (200s). SCTY down 8, down on bottom lines (200s). Keep eye on. Oversold on graphs, volume higher. BLDP down 8, back on top line (50). Bill Gates for president. (Microsoft cutting support for XP. So now we all need new software. Good move, Microsoft. Unless there are options to not buy your software. Happy trailers, pards. On it and in it.

STUFF ... Climate change will lead to battles for food: World Bank prez ... Rock slide released 4.2K gal crude into KY waters ,,, Online retailer stopped selling whale, dolphin meat ... 3 yrs into 4-yr plan to switch ~10K NYC bldgs to cleaner heating oil only ~1/2 switched. #6 oil ban starts July '15. By '30, all must use #2 or better. Costs $5-17K per switch, some cases much more. Up to hundreds of thousands for switch to NG ... NC judge denied Duke records shield in civil suit over groundwater pollution from 33 coal ash dumps ... EPA in court today to defend '13 RFS ... OH 3rd state to adopt stricter rules on oil/gas leaks ... Europe Parliament deferred decision to tax emissions of foreign airlines ... Europe's carbon permit glut reined in, market set to rebound ... Norway oil fund to boost clean energy investment ... Europe shouldn't wait on DOE to seek US LNG export deals: State Dept energy envoy ... County thought about buying up homes decade before Wash mudslide ... SUNE dropped India solar project on supply worries.

MONDAY OPEN ... Market down 99/7/5. Volume normal. Trouble in E Ukraine. Emerging market currencies rebound. WTI over $101, Brent over $106 ... (stock #s in %) MKBY, GERS up 25. IFXY up 20. LEOM up 19. HOKUQ up 10 .... BLQN down 48 on 800 shares. ZNNMF down 28, new low. CRGE down 28. EWRL down 20. NGLPF, AQNM down 14. WTWO, WWPW, USEI down 11.

STUFF ... Croatia tendering 29 Adriatic oil/gas blocks next 7 yrs, hoping for production in 5 yrs. Expect ~$2.5B investment. Exxon, Shell, Eni among interested comps ... Brazil to hold next oil/gas auction mid-'15 ... Colombia's next round starts April 11. Oil/gas onshore, offshore. 230 blocks, goal to sell up to 50 ... Peru to ease enviro restrictions to make oil/gas permitting process easier. Tendering 6 offshore blocks in May, another 26 blocks in jungle by yearend ... Anadarko deals to sell Mozambique NG at price linked to oil, US NG ... Coal, NG costs just for PJM system $15.6B/yr. They need just 1.5Gw base power to support power variability from wind, solar.

STUFF ... Best case forecast Russia econ to grow 1.1-1.2% this year. 1.3% growth in '13. If capital flight continues, though, they're facing recession. Capital outflow $70B in 1Q14. $63B all of '13. 45% probability of recession. Ruble lost 16% v. dollar past 12 mo, 20% v. euro. This year already, ruble down 7.6% v. dollar. Worst of 24 emerging market currencies, all of them freefalling since US Fed began tapering. Russia central bank has raised rates, selling forex reserves to prop ruble. Last month raised key lending rate to 7% from 5.5%. Corruption everywhere. Credit rating downgrades from Fitch, Moody's. Exclusion from G-8. Visa, Mastercard stopped servicing transactions for sanctioned banks. Europe determined to get off Russian NG/oil. Crimea finances will drain Moscow further. And that's the do dah today.

FRIDAY CLOSE ... Market down 159/110/23. Volume heavy. Looks like Naz heading for 200 dayers. WTI over $101, Brent over $106. Ukraine rating cut by Moody's, outlook negative. NG $4.44. Gold back to $1,300 ... (stock #s in %) BHWX up 176, jump off top lines (200s), up near 6x from late Feb. CPWY up 83 on 1K shares, back to tops. CSOL up 75, back over top lines. AWSL up 48, back over top lines, up 4x from early Feb. AMBT up 18, jump to bottom line, not much volume. EWRL, IFXY up 18. CSKH, NGLPF up 16. AQNM up 14. WTWO, WWPW up 12. TMEN, NORX, LMRMF up 11 .... PWDY down 25. MDDD down 23. GERS down 20, volume. OPTT down 19. WSGP, POLR down 14. EVSI, QTMM down 11. HYGS, KNDI down 10. LEXG down 9 on volume. TSLA down 5, back to top lines (50s). Onward and upward, pards. Happy trailers. Bill Gates for President. Out.

STUFF ... In '07, Medvedev said Gazprom (OGZD) market value would quadruple to $1T in 7-10 yrs. He was off ~$910B. No comp among world's top 5K suffered bigger collapse of market value ... Milwaukee sinking. Groundwater depletion undermining foundations ... US seeking changes to "skewed" data in UN climate draft ... Opower pricing $116M IPO at high end, $19/share ... Delta (Netherlands) to buy 85% of power from 600Mw offshore wind farm. 15% sold to HVC ... RAME Energy IPO in London to finance Chile wind projects ... SCTY to raise over $70M with note offering. 4.59% interest ... SUNE to buy 660Mw of solar cells from Shinsung (S Korea) next 3 yrs. To use SUNE silicon wafers ... AES unit to build 100Mw energy storage in Ireland to support wind power, improve grid efficiency ... Ioxus (NY) raised $21M in series C round. Ultracapacitor developer ... Enel to invest eur6.1B to add 4.6Gw clean energy through '17. 2.9Gw in emerging markets ... SSE (UK) transferring lease for 200Mw Scot tidal project to DP Energy (Ireland) ... Georgia Power launched 495Mw solar request for proposals for '15, '16 connections ... Anadarko to pay $5.1B settlement for enviro cleanup incurred by subsid Kerr-McGee. (Remember Karen Silkwood?) Govt sought up to over $20B ... 1/4 of Europe's bees face extinction: study. (We need the bees, folks. I still feel bad for spraying pesticides on a Colorado sunflower field full of bees.) ... TSLA appealing NJ direct sales rule in state court ... Lowe's ordered to pay $18M for enviro violations ... 2nd oil spill reported from Utah ... Japan cancelled Antartic whale hunt. (YES Japan! Thank you!) 1st time in 25 yrs. UN recent ruling against. (YES, UN! Now the dolphins, A? Stop that.) ... DOI has thousands of injection wells on fed lands banned by EPA for near decade. Threatens US water supply ... Competition to develop sensors to detect methane eimissions from oil/gas ops announced by EDF, 5 industry partners ... Arctic sea ice 5th lowest level on record this year ... US loan to boost Russia LNG export capacity held up ... Fracking rules set in Alaska ... US comp's oil sands export pipeline plans moving forward ... New Mich law seeks to boost CO2-based oil extraction ... Gazprom market value has tumbled ... US Senate committee voted to extend $85B tax break for wind power ... UK announced solar policy. 20Gw cap by '20. Double residential rooftop cap to 1M homes this yr. Arrays for commercial, public bldgs. 1Gw on public bldgs by '20 ... Global solar market forecast $134B by '20 ... Solar cheaper than LNG for power gen in many parts of Asia ... Global energy mart $5T ... $250M Iowa plant to start producing cellulosic ethanol by July. JV with Poet, Royal DSM. 20-25M gal/yr cap. Full production by yearend. Corn waste feedstock ... 9.4Mw combined heat, power from waste plant in development in OH. Largest of kind ... Sungevity (Cal) got $70M from investors including E ON, GE to expand in Europe, Australia. ~2/3 of their biz now in US. '13 sales doubled ... Tar sands likely caused sickness that forced 6 families to abandon homes: Canada regulator ... Z Energy (New Zealand) to build $21M biodiesel plant ... 9 biobased ventures raised $39M 1Q14. Biggest was SZYM's $158M project. 8 ventures raised $128M 4Q13. $1.3B raised last 12 months, up from $1.23B. PEIX raising $28M with 1.75M share offer ... Scania added new biodiesel engine to truck lineup. 5 now ... UK Coal may close 2 of last 3 mines. US shale gas used for powgen forcing more US coal overseas. US coal exports to UK up 11.8% in '13. UK coal production down 24% in '13. But still over 40% of powgen mix ... Russia, Iran moving closer to $15-20B oil-for-goods deal ... LNG prices hit over $20 in Feb from Asia demand. $15 lately. S west Europe LNG hit near $13 this week after $17 at peak. S Am demand pushing up Europe prices ... Apache selling $374M more of Canada oil/gas assets. Divesting dry gas ... China to exempt EV buyers 10% sales tax. Including hybrids. Subsidies for EVs to be reduced slower than planned. 5% drop this yr v. 10% example .... Clean Energy Collective, RGE Energy to deploy 1st community-owned solar farms in Mass. 2 arrays of near 1Mw each. Online by July ... Egypt has 1 of worst air pollution levels in world. But their Cabinet approved use of coal for powgen ... PA giving First Energy 14 yrs to close coal ash dump polluting groundwater in PA, WV ... EDF Energy shut down nuke. 2 advanced gas-cooled reactors. Over 1Gw total. Online from '83 ... Boeing building Guam's 1st solar plant for NRG Energy. 25Mw. To save $300M of diesel, fuel oil costs. Lowest cost energy on average ... SoftBank unit to invest in 90Mw offshore wind project in Japan. 2B yen just for studies. Happy trailers, pards. Onward and upward. Gates for president.

FRIDAY OPEN ... Dow up 34, Naz down 4, S&P up 6. Naz back under top lines (50s). Volume normal. ECB kept rates steady. 192K jobs March, unemployed 6.7%. WTI up over $101, Brent over $106 ... (stock #s in %) SSOL up 16 off bottom. SENY up 15, climbout since late March. CSUN up 12 after reporting, back over top lines (50s). WTWO up 12. ABAT up 8. FSLR up 5 .... OPTT down 21 on news, fell under top lines (50s). CRCL down 16. MMMW down 13. QTMM down 11. BFRE down 10. KIOR down 8.

THURSDAY CLOSE ... Market flat/ down 38/down 2. Volume slightly light. Naz back on top lines (50s). WTI over $100, Brent over $106. NG $4.44 ... (stock #s in %) PWDY up 48 off bottom. CPWY down 45. CNTO up 33 off bottom. CSGH up 29, back over top line (200). MMMW up 14. ASPW up 13, betwixt 50s and 200s. FNVRF up 12, climbin out from early March. MGPHF up 12, back over top line (50-day) .... BHWX down 58, new low on 2K shs. CSKH down 40. PTOS down 38. PSPW, WWPW down 13, POLR, CERPQ down 12. KIOR down 11 on news. MKTY down 11. WTWO down 11. PRHL down 10. AMLM down 7 after new high. OPTT down 6 on news. SCTY down 5 on news. FSLR down 4.

STUFF ... Libyan rebs, govt agreed on opening up oil ports ... PLUG bought fuel cell stack maker ReliOn for ~$4M. All stock deal. BLDP now PLUG's exclusive supplier of stacks in N Am, some of Europe ... Fumes from new fracking well sickening homeowners living ~600 ft from well pad ... PA project finding flaws in how air pollution monitored at drill sites ... Cost overruns again at Kemper carbon capture/storage project ... China's 2nd largest carbon exchange opened in Hubei ... Germans pay 6.24 euro cents/Kwh for el ... Clean energy spending in Japan up 80% in '13 to $28.6B, almost doubled their solar cap. Canada spent 45% more - $6.5B. UK 13% more - $12.4B. Total global spending down 11% to $254B ... Solar Frontier set record 20.9% efficiency for CIS thin film solar cell ... World Bank, US, China negotiating $12B, 4.8Gw hydrodam project in Congo ... CAL snowpack 32% of normal ... US, Italy Navies collab on marine greenfuels development ... Appears entire pipeline sections "defective" from huge Caspian oil field still shut down. Way too much hydrogen sulfide in oil corrodes pipe. Consortium to lose another $4-12B in lost revs by mid-year. Exxon, Shell, Eni, Total, Conoco, Kazakh govt ... US Renewables Group got fund management license for Shanghai's 1st RMB-denominated clean energy fund ... SUNE sold majority stake in 50.7Mw Chile solar plant ... BYDDF supplying 8.6Mw solar for Rwanda project. Scatec (Norway) building ... Green Investment Bank (UK) committing several hundred millions pounds for Natl Health Service energy efficiency projects ... SPWR got $42M loan for residential solar lease program ... DOE revising $16B EV makers loan program ... Hanergy (China) planning 400Mw, $1.1B solar development in Ghana ... GDF Suez to develop 10 solar projects in France. Over 53Mw total. Through 2 subsids ... Long I. grid operator set solar FIT price for 100Mw. 16.88 cents/Kwh ... Amarenco Solar (UK) to raise Eur150M for UK, France solar projects.

THURSDAY OPEN ... Market down 17/26/2. Volume light. WTI ~$100, Brent under $106 ... (stock #s in %) CNTO up 33 off bottom. MMMW up 18. SSOL up 17. XDSL up 16. USEI up 14. AMLM up 12, new high. ABAT up 10. AMRS up 10 on volume, news .... BHWX down 58. CSKH down 40. CERPQ, LMRMF down 14. PSPW down 13. BWEN, BFRE down 12. MKTY down 11. KIOR down 10.

WEDNESDAY CLOSE ... Market up 40/8/5. S&P record. Volume slightly light. WTI under $100, Brent over $104. NG $4.37. Putin fueling Assad resurgence. (Well, that's how they are.) ... (stock #s in %) BHWX, CSKH up 66. CRGE up 40. POLR up 33. BSRC up 31. GERS up 25. CPWY up 21. WWPW up 20. MDDD up 17. MKTY, QTMM up 12. PSON up 10. BLDP up 8 on volume, news. BIOF up 7 on volume. CSUN up 7. TSLA up 6. BWEN up 6, new high. ABGB up 5, new high .... PWDY down 32. IFXY down 16. ZNBR, AMEL down 15. USEI down 14. CRCL down 13. AWSL, ENSL down 12. WTWO, CNTO down 10. AMRS down 9 after reporting. CCTC down 8, new low on volume. Wala. Market's rigged. Why bother.

STUFF ... Gazprom raised NG prices 44% for Ukraine to $385/1Kcm. Russia also shot 2 chocolate factories in Russia owned by leading Ukraine prez candidate. And cancelled missile purchases from Ukraine factory. (That's how bullies act, kids. I can understand Russia securing their Navy base in Crimea from Europe encroachment. But Jeeze Leweeze Vlad. Cool off.) ... India to award 1Gw solar permits over next 12 months. 30% above original target. 2Gw already built. Scaled back solar thermal to 100Mw, down from over 1Gw '12 target. (But we don't see any clean E reports coming out of Russia do we Vlad? No, it's all oil and gas from you. Know what redound is Vlad. Join the world Vlad.) ... Merkel may ease cuts in wind subsidies ... Carnegie Wind Energy (Australia) got last berth at England's Wave Hub 30Mw demo site. Seatricity (UK), Fortum (Finland) the other berthers ... Panama 1st ever solar plant online. 2.4Mw. $9M donation from Enel Green Power, Italy ... Latin Am's largest solar plant now online in Mexico by Aura Solar. 39Mw. $100M from World Bank, IFC, Mex-based development bank ... Brazil goal over 20Gw wind by '22: Navigant ... Rio Bravo wants to bring over 500Mw wind power online by yearend in Brazil. Wants to more than double that by '17 ... Enel building 102Mw combined hydro/solar plant in Brazil. 1.2Mw solar. '16 completion ... Caribbean getting $6.8M for clean energy development. 7 islands onboard after Branson summit ... NG selling for $13.66/MCF in Europe. Costs $4-5 to get it to 'em from Russia. Huh. Pretty sweet profit, A? ... Privatizing Ukraine NG pipeline system, energy assets could raise $50B for the country of Ukraine ... Germany brought NG pumping station online allowing NG flow to Poland in case of Russia supply disruption. (Got it yet, Vlad? Play nice.) ... Soaring US ethanol prices driving Brazil imports. 5.3M gal getting loaded up ... Brazil ethanol production jump 1st half March. Over 25M liters. Up over 1K% yoy. Up to 40 mills online ... Pump prices not substantially affected by ethanol content: MIT researcher ... Lukoil, Total to join in on W Siberia shale oil deposit. (There you go, Vlad.) 733K bl extraction this yr. Bazhenov the size of TX, GOM combined. 80x Bakken. Est. 75B bls. Exxon planning $300M pilot project with Rosneft. Wintershall (Germany) eyeing deal with Lukoil ... Lithuania joined in asking US to expedite NG exports. (Despite reality.) ... Oil tanker shot at in Hormuz. From skiff. Onboard hoses dispersed them. (What the hell ... duck and cover) ... Major Iraq oil field now producing. Lukoil. 120Kb/d to ramp to 400K by yearend. Est. 14B bls ... Mexico walking back opening up oil/gas production to world. Considering local content rules ... GDF Suez deal with Beijing Enterprise to develop China NG, energy efficiency projects. Switchover to NG from coal improving city's air quality. But they need increased NG storage, capacity ... Gamesa installed 1st onshore 5Mw proto wind turbine. 128m rotor, 184m height. Evolved from 4.5Mw model ... AZ Pub Svc clean energy goal to double now by '29. (wow. not by '29. how so?) Rooftop solar, energy efficiency to triple. (woo.) NG to surpass coal, nuke. (dudes, keep the nuke. it's clean.) Modernizing grid. Energy demand to grow 52% by then to 13Gw peak. 14% less CO2, 24% less water/Mwh by '29. $170M next 5 yrs on grid. (O come on APS. How many sun days a year? Sun intensity? There should be a law telling you to do more solar.) ... EverPower Wind to buy Suzlon's 240Mw IL wind farm. Suzlon may recover ~$90M. (Convoluted finance. Almost discombobulated.) ... India may upgrade fuel standards to match today's world by '21. 9 yrs behind Turkey, Brazil. Annual sales of light vehicles expected to near triple by then. (We're toast, kids.) ... Again: air pollution worldwide kills more than AIDS, diabetes and road accidents combined. Especially from diesel vehicles. Diesel car sales surging in India with subsidized diesel 23% cheaper than gasoline, better mileage. '21 timeline puts them in line with Vietnam. China to get there by '18. Upgrading a refinery costs $417M. ~20 state-owned refineries ... Phillips nextgen: 3D-printed LED lamps ... Trading in LDK Solar halted. Delisting started. Liquidation. China stopped funding ... Global PV installs to hit 48GW this year. Asia strong growth. (How much in Russia, Vlad?) ... ReneSola closed on 60Mw solar deal in China. 3 projects ... Sun Edison Yield Co got $250M finance from Goldman ... NRG closed on $2.64B buy of Edison Mission Energy. Also bought retail el biz of Dominion lately ... China intends to intro offshore wind FIT this yr. Wants 5Gw by '15. 390Mw so far ... EIB providing Eur750M for French clean energy thru '15 ... First Wind Capital to raise $75M w/ secured notes due '18 to partially fund 148Mw wind project and purchases of solar ... Abengoa to raise up to $600M from IPO of US Yield unit Abengoa Yield ... Sorgenia (Italy) selling all clean energy assets, exploration/production bis to reduce debt. Already divesting 5Mw solar .. Well, pards. onward and upward. Happy trailers. God bless.

WEDNESDAY OPEN ... Market up 26/8/3. Volume a little light. 191K new private sector jobs March: ADP. WTI under $99, Brent over $104 ... (stock #s in %) MDDD up 31, back to bottom line (50-day). NGLPF up 14, back to top line (200-day). SSOL up 14, over bottom lines (50s). BLDP up 12 on news. BWEN up 7, new high. BIOF up 6 .... ENSL down 27. CERPQ down 24. WTWO down 20, fell below top line (200) to 50-day lines. AQNM down 14, back on bottom. USEI down 13. CRCL, GWBU down 11. AMLM down 10. KIOR down 6.

TUESDAY CLOSE ... Market up 75/69/13. S&P record. Naz back over top lines (50s) on strong volume. WTI down under $100, Brent down under $106. $5.5B lost on yuan bets. Colo town considering letting residents shoot at drones ... Can't make this stuff up ... (stock #s in %) PTOS up 68, back over top lines. KIOR up 46 on news, volume. 2-day double on uncertainty. FNVRF up 21, bottom lines held? CRCL up 20, workin the bottom. AMRS up 19 on news, volume, zoom over top lines (50s). CBAK up 17, boing off top line (50) on volume. WSGP up 15 off bottom. RBCN up 14, launched off top lines (50s) on volume. PEIX up 14, back to top on news, volume, ethanol prices. AWSL, ENSL up 14. CSUN up 12 on news, jump back to bottom lines (200-days). BSRC up 12, over bottom lines (50s). MXWL up 11, getting back to tops on volume. TSLA up 4, top 50s holding .... AQNM, CERPQ down 31. LEOM down 30. BIOF down 19, still 2-day double. CDTI down 15 on news, fall below top lines (50s), covering gap up early March. Might want to buy it. NORX down 13. Flatline bottom. MKTY down 12, looks like buy. Above all lines. CSOL down 11, back under 3 top lines on light volume. MGLT down 11, working the bottom. SENY down 11, comeback over bottom lines (50s). MMMW, PSPW, AMEL down 10. Onward and upward pards. NTCXF down 7 on volume. Check it out.

STUFF ... Gazprom raising NG export prices ... Surge in demand for climate bond: EIB ... CSIQ got $45M finance for 10Mw Ontario solar project ... Suzlon to raise $1.7B in offering at least 20% stake in German unit in London ... Vestas won 194Mw deal for EDF TX wind projects. Latest of '13 master supply deal ... SUNE closed finance for 50.7Mw Chile solar plant ... Vestas increased revolving credit Eur150M to Eur1B ... Foresight Solar Fund (UK) added 39.6Mw solar to portfolio. 51M Pounds ... Algonquin Power (Canada) bought remaining 40% of 400Mw wind portfolio from Gamesa for $115M ... Expected over $1B private clean energy investment in Honduras after new legislation ... Borrego, San Diego Airport partnering on 3.3Mw rooftop solar project. $3-8M savings over 20 yrs ... NY, auto dealers, TSLA agreement to allow TSLA to op on its own terms ... 4 governors urging renewal of wind production tax cred ... EPA issued 1st-ever CO2 injection permits ... Exxon: climate policy "highly unlikely" to keep oil/NG reserves from selling next 30 yrs ... EPA planning certification system for comps that reduce methane emissions ... 1st China deepwater NG operation started pumping ... Paraguay exporting 5M liters ethanol to Brazil. Paraguay's pump blend 25% eth ... Brazil starting cane harvest early over El Nino fears ... 9 US oil refiners paid $1.35B for RINS in '13. RIN prices up 3x last year ... "Big 4" oil/gas comps total development costs up 15% in '13 (over $10B). Up near $30B since '11. From $25/boe to $45 cost. (We all know retail 2x wholesale rule of thumb. Business 1/3 labor, 1/3 materials, 1/3 finance. Rules of thumbs.) ... Floating offshore oil production ship lost power, drifted, spilled some oil in Gulf of Mex. (Can't they have back up power?) ... TX wind power hit new gen record night of Mar 26. Over 10Gw. 29% of TX power. Helped by new $7B power line to connect west wind with east peeps ... China, Germany joint program for energy efficiency in buildings, cities ... National Lineman Appreciation Day. Yesterday. (Good Glen Campbell song.) ... Private investment in US clean energy over $100B '12-'13 ... Avg cost of wind power down 43% last 4 yrs. US on track to gen 20% of power from wind by '30 ... Dominion buying 139Mw solar in Cal from Sharp's Recurrent Energy. 6 projects. Quadruples Dominion's solar ops ... KIOR stock price surge on $25M from Khosla. (Known about.) May get KIOR to Sept. Maybe no bankruptcy ... Ocean Power (NJ), DOE cancelled OR wave power project over finance. Moving on with Australia 62Mw project. A$5M Australia grant, govt pledged up to A$66M. OP working with Lockheed ... 5 banks to loan 6.6B yen ($64M) for 20Mw N Japan solar project ... Showa Shell Solar, partner to build 29Mw solar plant in SW Japan. Showa spending 30B yen to build 10 solar plants by yearend ... World Bank accused of destroying traditional farming to support corporate land grabs. Example: 20% of Sierra Leone arable land (bought) from poor folks, leased to foreign sugarcane, palm oil producers. Liberia, Malaysia, Indonesia cases over big palm oil ... Forecasted increased adaption of wide band gap semiconductors in EVs. Inverters. Up to 4x more powerful, 1/2 cost, 1/4 size, weight of current inverters ... US House plan slashes energy, research without defense purpose near half. Duller axe to enviro spending. Promotes more oil/gas drilling on fed lands ... Grids seeing "greatest fuel shift in history": operators ... McConnell amendment to strike down climate, mining rules for coal. (He's got a tough primary election in KY to win. And, as we know, winning is far more important than doing what's right.) ... FWS dropped protection for Cal lizard. (Aw, poor lizard. Adopt a Cal lizard today.) ... Panel rejected drilling permit near FL wildlife refuge. (Great! But how about the drilling near PEOPLE!?) ... Italian energy exec found guilty of enviro crimes ... Satellite images helping measure climate change effects on ag ... Wood building construction lowers GHG emissions, cuts fossil fuel use: study ... Fukushima quarantine lifted. Families trickling home ... 4 more workers exposed to radiation at NM nuke waste repository.

TUESDAY OPEN ... Market up 65/55/10. Volume slightly light. WTI under $101, Brent over $107. US manufacturing up, China's flat. India interest rates unchanged, inflation down. Australia's rates also staying at record low 2.5%. Russia pulled back some troops. Pro-democracy protests in Hong Kong ... (stock #s in %) KIOR up 44 on news, day 2 of big comeback. WWPW up 28. CRCL up 27. RBCN on news, volume. MXWL up 11 on volume. CNTO, USEI up 10 .... PWDY down 32. LEOM down 24. CDTI down 16 on news. NORX down 13. GWBU, MGLT down 11. BIOF down 10 on news after yesterday's jump. CERPQ down 10.