Monday, April 28, 2014
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.
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