Wednesday, April 30, 2014

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.

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