FRIDAY CLOSE ... Dow up 18, Naz down 5, S&P up 3. Volume slightly heavy after slow start. WTI under $103, Brent under $110. NG $4.58 ... (stock #s in %) AMLM up 50, day 3 of surge out of bottom lines (200-days) to over top lines (50-days). CNTO up 25. BLQN, PSON up 20. LEOM up 19. PWDY up 18. NAMG up 16. EWRL up 15. WSGP up 14. ABAT, GPRC up 12. QTMM, EVSI up 10 .... CSKH down 90, new low. POLR down 33. CABN, CRGE down 20. JUHL down 18. ENSL down 14. WTWO, GWBU, NORX down 12. DSTI down 11. CERPQ down 10. CCTC down 9, new low. ACFN down 2, new low.

RUSSIA, KAZAKHSTAN, BELARUS formed limited economic union. Armenia, Kyrgyzstan interested in joining ... Southern CEO: energy storage the real "disruptive" tech to utilities ... Missouri U of Science, Tech transitioning from 69-yr-old coal plant to geothermal system. Will cut U's grid energy use 50%, reduce GHG emissions 25K metric tons/yr. (Thousands of cars worth.) Reduces water use 10M gal/yr. Saves over $1M /yr energy costs, expected to grow to $2.8M/yr. Financed with bonds ... $44T cost to decarb energy system by '50 offset by $115T of fuel savings: IEA. (It's economics, folks. Forget about politics of clean energy, clean air. Think your pockets.) ... Just 5-10% of England's Weald Shale Basin likely extractable. 2-8.5B bls in basin ... China '15 goal to frack 480MCF/d of NG. By '17, aiming for NG providing 9% of total powergen. Was 5.2% in '13. Avg cost to drill China shale well this year $11-13M. (US costs $9.3M/well in Haynesville, $6M in Marcellus, $3,3M in Barnett, $2.6M in Fayetteville.) China trying to reach $10M/well this year. (Their deal with Russia will get them NG for ~$10/MBTU.) ... 32 net zero energy buildings in US so far. 110 more in various stages of development/construction ... Canada new law makes it cheaper to prevent oil sands pipeline leaks than clean them up. Pipeline operators now liable for all costs/damages from pipeline spills. Advanced clean-up funds required. Tar sands oil more corrosive, transported at higher pressures. Spills significantly more toxic, harder to clean up. Alberta has seen avg. of 2 spills/day since '75 ... Europe's energy status better than it's been in 10 yrs: Statoil exec ... New survey shows 74% of Americans support modernizing country's el power/heating system ... Honda Accord hybrid doesn't get EPA mileage: testers. 47MPG on sticker ... Duke Energy proposing Indiana energy efficiency programs ... Calif, 7 other states plan to put 3.3M EVs, FCVs on US roads by '25. (I sure hope so. Should be more powered by clean energy, though.) ... Molxa (UK) to raise $3.4M to bring energy storage systems to market. UK needs at least 2Gw new energy storage by '20 ... Japan wind lobby boosted wind cap target 50%. 75Gw by '50. Onshore 38Gw. Rest offshore ... Calif fracking moratorium died on Senate floor ... Thousands in Sacramento Valley ordered to stop pumping water from streams because of drought ... Species disappearing 1K x faster than in pre-human times: study ... Siemens' energy services biz driving their profit ... Drop in Europe solar installs "stabilisation": EPIA ... Brazil could contract 1Gw solar at reserve energy auction later this year ... Nelja Energia (Estonia) MOU to build country's 1st offshore wind farm ... India's Kavnataka State to install 1Gw solar next 15 months.

FRIDAY OPEN ... Market flat, Dow down 24. Volume light. WTI under $103, Brent under $110. Russia withdrawing most of troops from border: US ... (stock #s in %) CNTO, WSGP up 25. WTWO up 12. SSOL up 10 .... CRGE down 52. POLR down 33. TMEN down 32. PPRW down 28. DSTI down 23. CABN down 20. NORX down 13. GERS, XDSL down 11. EWRL down 10.

THURSDAY CLOSE ... Market up 65/22/10. Volume light. WTI up over $103, Brent over $110. NG $4.59 ... (stock #s in %) CRGE up 108. POLR up 51. AMBT up 22, surge over bottom lines (50-days). GWBU up 21. EWRL up 18. ENSL up 16. AMLM up 14. CERPQ up 11. XSNX up 10. JASO up 7, back above top lines (50-days). SCTY up 6, back to bottom lines (200-days), 50 day lines coming down to pick it up. SUNE up 5 on volume .... HOKUQ down 50. CRCL down 30. BFRE down 20. PWDY down 19. AMEL, MGLT, NAMG down 16. INIS down 15. SRWRF down 13. AMPD down 12. CNTO down 11. CCTC, MKBY, XDSL, PTOS down 10.

1.3GW SOLAR POWER INSTALLED in US in 1Q. 2nd largest total on record after 4Q13. Up 79% from 1Q13. Residential installs up 36% to 232Mw. Utility-scale farms 873Mw v. 322Mw in 1Q13. 225Mw from commercial, govt, non-profit projects. Installs may reach 6.6Gw this year. 12Gw of utility solar projects in development ... Intl GHG reporting tool measuring farm emissions for 1st time ... Ohio legislature voted to put RPS on hold for 2 yrs. Governor expected to sign. (Republicans believe in free markets. What's so free market about utility monopolies or heavily-subsidized oil/gas sector?) ... Oil tanker exploded off W Japan. 1 missing (the captain). Not loaded ... Regional GHG Initiative (RGGI) has reduced CO2, other pollutants AND el prices in US Northeast: study. 29% drop in CO2 emissions. 8% drop in el prices. (New Jersey dropping out of RGGI. Go figure. O yea, Republican governor.) ... New investments in clean/renewable energy down 5% in '13 in N America to $56B, lowest since '10. N Am oil/gas investment $168B ... Half of new power gen capacity in US in '13 was NatGas. 6.86Gw ... China wind cap up 21% in '13 to 91.4Gw. Also up 21% in '12 ... China spending up to 4x more than US in developing shale gas fields ... US clean energy comps raised $2.9B of equity in '13 ... Survey of US shale drillers says their debt has doubled in last 4 yrs, revs up only 5.6%. (Consolidation may be coming sooner rather than later.) ... Libya militias have closed down what little oil exporting they had going. Now 2 prime ministers. US embassy has warned all Americans to get out ... Egypt election facing widespread boycotts of voting ... Boulder has created its own muni power/heat utility ... Malaysia comp to build $700M methanol plant in Kazakhstan. Already owns large NG reserves there ... Finland comp sold waste-to-ethanol plant to Sweden comp. Biowaste, bakeries residue feedstock. 5M liters/yr cap. Online next year ... Iran shipped est. 317K tons LPG to Asia in May ... Japan approved plan to freeze soil around Fukushima nuke plant to prevent radioactive groundwater from entering water supply. To take almost year to build. $314M ... Two 75Mw solar farms now online in S Africa ... Nordex to install 62.7Mw wind farm in Netherlands. 3.3Mw turbines ... Groupon, Solar City (SCTY) offering deals on solar installs. $1 for $400 off for limited time ... Wind power most popular energy source in UK ... Wal Mart to double up on solar installs at US stores. Already 240 installs. Each store ~380Kw ... FIrst Wind finished 3Mw solar farm in Mass. Also 14Mw solar project online next month ... Sun Edison (SUNE) planning IPO for unit to own, operate clean energy plants - TerraForm Power. Initial portfolio 524Mw of solar in US, Canada, UK, Chile. Looking to raise $50M in IPO ... Solazyme (SZYM) began production at Brazil plant making oil, lubricants. Full cap 100K metric tons/yr within 12-18 months ... Failed pipeline spilled 600 barrels crude in Powder R. Basin ... Tornado damaged large Marathon oil refinery in Louisiana ... Innovative Solar Systems (NC) intends to build 12 solar projects in state. 25-80Mw each for 620Mw total ... Brazil registered 248 wind project proposals, total 6.1Gw, for June 6 auction ... Iberdrola abandoned $150M New Hampshire wind farm ... Demand for new solar installs in Europe to drop 7.7% this year to 10Gw ... UK will need to install more onshore wind to meet '20 goal of 15% clean/ren energy ... France annulled wind FITs. To create new FIT rules.

THURSDAY OPEN ... Market up 17/9/2. Volume light. WTI under $103, Brent over $110. US GDP 1Q revised down 1% v. .1% gain previous read. Forecasts had it down .5%. Final read late June ... (stock #s in %) PWDY up 22. NORX up 18. POLR up 13. SSOL up 12. SZYM up 9 on news their new plant started up. SUNE up 7 on news of IPO. SCTY up 5 on news .... HOKUQ down 50. LMRMF down 26. SPIR down 12. XDSL, USEI down 10.

US CATTLE HERD lowest level since '51. 87.7M. Peak was 132M. Food price index (spot prices, not futures) up 21.75% so far this year. Meanwhile, 5-yr growth of personal income lowest since records started in '59. Minus 5% ... London, Delhi, Beijing vying for air pollution crown ... Moo.

WEDNESDAY CLOSE ... Market down 42/12/2. Volume light. WTI down under $103, Brent down under $110. NG up to $4.59 ... (stock #s in %) AEHI, VNDB up 100. CSGH up 51. BHWX up 40. AMBT up 31. AMEL up 20. BLDP up 19, jump to top line (50-day), 200s definitely held last few weeks. FNVRF up 18, back in bottom lines (50s). AMLM up 16. HIIT up 12 off bottom lines (200-days). XDSL, LMRMF up 11. PLUG, FCEL up 9, both fuel cell comps (as is BLDP). FCEL got above top line (50-day) .... SRWRF down 32, looks like new low. CSOL down 27. IFXY, MDDD down 22. LYSDY down 20. NORX down 15. CCTC down 14. ENSL, POLR, SSOL down 11. AMPD, GERS, MKTY, UBRG, XSNX, ZNNMF down 10.

RUSSIA STOLE $1B of natgas when it annexed Crimea: Ukraine interim president ... RusHydro started up new 640Mw hydropower unit at Russia hydrodam. 8 other units operating at plant. 2 more units to start up this year, taking total power gen to 6.4Gw ... Solar installers submitted near 1,200 aps for 57Mw in Georgia Power program ... "Global warming" much scarier to Americans than "climate change": poll ... USAID to back $133.8M loan guarantees for sustainable forest use ... Missouri energy efficiency program exceeded its goal in 1st year ... Xcel Energy signed PPA for Sunpower (SPWR) 50Mw Colorado solar project. Construction start in '15 ... Tata Power (India) boosted solar module plant capacity 60% to 200Mw ... CSUN net loss $14.7M 1Q v. $22.9M 1Q13 ... Next Era Energy cancelled large wind project in Kentucky. Cited new state siting regs ... US Bureau of Ocean Energy Management launched tender for offshore NY wind projects ... Renova Energia (Brazil) to install 350Mw clean energy/yr to '16 ... 100Mw UAE clean energy tender coming ... New coal power plants emit avg. 2K lbs CO2/Mwh. New NG plants emit avg. 850 lbs/Mwh ... Current construction costs of power plants: nuclear $5.30/w, solar $4.75, coal $2.84, wind $2.44, NG $1. Mississippi "clean coal" project will likely reach $6 by time completed (now est. in '15). Still will emit 618 lbs CO2/Mwh ... Canadian Solar (CSIQ) supplied S. Carolina's 1st solar farm. 2.5Mw. Online Dec '13 ... WTO set up panel to examine US-India solar power dispute ... West Penn Power prices to jump up to 50% June 1 for some customers ... Alberta would see el rates rise more slowly in coming decades if clean energy use increases v. coal/NG: Pembina Institute. Alberta has Canada's sunniest weather, only 1% of potential wind power harnessed so far. Poll found 68% of Albertans want coal power plants phased out. Another poll found majority willing to pay higher prices for el from wind, solar ... HASI bought $107M portfolio of land, leases from American Wind Capital for solar, wind projects/farms ... Shunfeng PV planning $774M share offer to raise funds for solar projects/farms ... New Calif blaze threatening 100 homes. Alaska fire settling down ... DOE granted NuScale $217M for small modular nuclear reactor project ... NM biofuel plant fire, evacuations ... 2 leaking oil pipes in ND linked to spill ... Flame retardants associated with hyperactivity, lower IQs in children: study.

WEDNESDAY OPEN ... Market down 33/14/3. Volume light. WTI under $104, Brent under $110. German unemployment up. S&P gave TSLA junk bond rating ... (stock #s in %) AEHI up 100. HIIT up 14. AMBT up 13. ABAT, AMEL up 11. GERS up 10 .... IFXY down 33. EVSI down 18. CCTC down 14. CSUN down 11 after reporting. ENSL, POLR down 11. ZNNMF down 10. TSLA down 2 on S&P rating.

TUESDAY CLOSE ... Market up 69/57/11. Volume light. WTI over $104, Brent over $110 ... (stock #s in %) MKBY up 32. BFRE up 30. LYSDY up 26. USEI up 24. CSOL up 20. CRCL, ZNNMF up 19. MDDD up 17. ENSL up 13. CABN, CCTC up 12. ASTI, RNWEF up 11. PWDY up 10 .... WSGP down 30. POLR down 25. ECAU, XIDE down 14. XSNX , PRHL, PSPW down 13. WTWO down 11 on volume. FNVRF down 11. CERPQ down 10.

EXXON, BP SIGNED ON with Rosneft to extend relationships. Sanctions already on Rosneft CEO. Exxon building LNG export terminal on Russia west coast. BP to explore shale in Volga-Urals region. Total also signed up with Lukoil to explore shale. (Sanctions? Shute the sanctions. Big oil is a world of its own.) ... Climate change linked to decline of trout population ... Trillions of plastic pieces showing up in polar ice ... Climate change drying up N Pakistan. Crops threatened ... PJM interconnection capacity auction doubles el prices for '17-'18 ... Dubai to expand its biodiesel bus fleet to 118 by yearend. Mercedes-built. Lowers fuel costs ~11% ... Brazil to boost biodiesel blend to 7% by Nov. 5% now. Will save Petrobras R$2.3B/yr in diesel imports. Diesel imports $8.3B in '13, 24% over '12 ... First Solar (FSLR) sold 250Mw NV project to Next Era Energy. '16 completion ... Nordex (Germany) got order for 19 wind turbines from Netherlands comp. 62.7Mw project ... Yellowstone supervolcano less likely to erupt than thought: study. (Tell you what. If that thing blows ...) ... Ships on US east coast striking more whales. (What are the whales thinking?) ... US Supreme Court won't review states' challenges to EPA haze program ... Judges rejected enviros' challenge to EPA acid rain standards ... US admin sued over Colo coal mine expansion ... USDA to inject $2.4B (yep, billion) into partnerships to conserve water, soil ... EPA awarded $1.1M to replace diesel boat engines in NYC area ... Alaska wildfire jumped river barrier ... China to scrap over 5M cars to cut pollution ... Chinese ship sunk Vietnam fishing boat. (Give them a break, China. You're already taking their offshore oil. Like Russia/Crimea. Give them a break. They're Vietnamese.) ... Airplane fumes blamed for neuro, cancer probs in Australia ... Canadian Solar (CSIQ), GCL-Poly unit forming JV for crystalline silicon solar cell production ... BYDDF share offering to raise $550M. (Buffet/Hathaway owns some BYDDF.) ... Next Era Energy suing Spain over renewable energy reforms ... Shunfeng to offer $774 of new shares to fund building more solar plants ... Mexican utility to spend $1B on wind power transmission lines over next 5 yrs to support ~4.6Gw of new wind power cap.

TUESDAY OPEN ... Market up 71/37/10. Volume light. WTI over $104, Brent over $110. US April durable goods orders up more than expected ... (stock #s in %) MKBY up 32. CRCL, LYSDY, ZNNMF up 19. ABAT up 16. LEOM up 15. ENSL up 13. ENOC up 11 on news. CNTO up 11. ELON up 10. SCTY up 3. TSLA up 2 .... POLR down 37. BLDW down 17. AMLM down 15. ECAU down 14, new low. XDSL down 11. BBLU down 10.

US WAR ... 25,324 Americans or so killed in revolutionary war.

LET'S THINK ABOUT IT ... I tried getting exact number of how many Americans have died in combat. I counted 12 major wars from Revolutionary. Many "little" wars, actions, "operations". I'm working on it, but the total in first 100 years was 683,000 dead. (We know that's rounded off.) 2nd 100 years 626,000. (Also rounded.) Since 1976, 8,959. 8,245 to this month in Afghan, Iraq. Total definitely over 1.3M. Pals. Pards. Brothers. Fathers. Uncles. Sons. Daughters. Nieces. Nephews. And on and on. All we can do is hope there's no more. One was a good friend of mine. Onward and upward. Happy trails.

operations

INDUSTRIALIZED WORLD FACING oil supply shortage later this year unless OPEC steps up production by 900KB/d: IEA ... US natgas storage 47% below normal for time of year. New NG drilling hampered by lack of pipeline capacity to move it to markets. Several thousand newly-drilled wells waiting for that capacity ... Australia now can export 23M tons/yr of LNG. Plans to near quadruple that by '17. 62M tons/yr export capacity now under construction - almost 2/3 of all LNG cap under construction in world. Country has est. 437TCF shale gas. Fracking just getting started ... Sinopec offering to revive lapsed contract to develop Iran oil field close to Iraq border ... Over 1M bls of Kurd oil shipped from Turkey to Europe last week. Baghdad wants intl arbitration ... Agreement between Bank of China, large Russian bank to pay each other in domestic currencies instead of dollars ... Head of China central bank says country entered period of manageable slowdown. Reforms, enviro protection taking precedence over econ growth ... Combined crude production from Exxon, BP, Shell, Conoco, Chevron, Total down 18.3% '04-'13 to 3.45B bls total ... Exxon affilate discovered new shale oil/gas in Argentina. EIA est. Argentina has 774TCF recoverable NG. Oil reserves est. over 18B bls. Shale deposit holds est. 16.2B bls, 308TCF ... Repsol sold off its stake in YPF ... Argentina appeals court ordered criminal investigation into deal between Chevron, YPF. Argentina president alleged power abuse for allowing comps that invest over $1b in country over 5-yr period to export up to 20% of their production without paying export taxes ... German utilities plan to open 8 new coal power gen plants next 2 yrs ... Welsh mansion/museum now heated with 300Kw heat pump sourced from Irish Sea instead of burning oil. Over $1M system saves ~$67/y in operating costs ... Ecuador to sign $7B finance deal with Chinese banks for new $10B 200Kb/d oil refinery ... Over 1M folks displaced in S Sudan from war. Food crisis looming ... US gasoline production up 9.2% in April to record 9.79Mb/d as exports surge. Distillate fuels output up 12% to 4.95Mb/d ... US consumer energy bills up over 4% last 2Qs year on year ... Masdar PV to cease production by yearend ... Chna Longyuan issuing $481M debt finance ... Philippines' 10Gw clean/renewable energy goal faces $25B funding gap ... A memorable memorial day to ye all. Happy trails, Onward and upward. Gates/Clooney in '16.

FRIDAY CLOSE ... Market up 63/31/8. Volume light. Record S&P high. WTI over $104, Brent over $110. NG $4.39 ... (stock #s in %) AEHI up 100. POLR up 60. IFXY up 52. WSGP up 47. PSON up 25 on news, back up to bottom lines (50-days). NAMG up 22. CERPQ up 21. KIOR up 19 on news. ZNNMF up 17, back to bottom lines (50-days). PSPW, EVSI, GERS up 15. EWRL, USEI up 12. AMRS up 11, back above bottom line (200-day). REGI up 11, jump back through 50s to bottom 200-day line. QTMM up 10 on news, day 7 of surge. PTOS, ADES up 10. SYNM up 9, back over bottom lines (50s) .... PWDY down 24. GWBU down 23. NGLPF down 20. MDDD, CRCL down 19. ASPW down 16. CPWY, WTWO down 10. DSTI down 9.

UKRAINE STOPPED BUYING power from Crimea. Almost 300Mw solar, 70Mw wind, 118Mw fossil. Cancelled all PPAs. Crimean solar FITs were 10x local wholesale power prices ... Pro-Russian Ukraine separatists seized coal mines demanding explosives ... CNPC (China) execs caught in corruption probe ... China opened 1st enviro court ... Extreme US, UK last winter linked to global warming. Severe snowstorms, polar vortex in US, wettest UK winter in almost 250 yrs. Oxford U research. Rising sea temps in tropical W Pacific exacerbated last year's typhoon season, Australia's heat waves ... Despite heavy rains, runoff, Chesapeake Bay estuaries' health held steady last year: report ... Calif drought at least makes for cleaner beach water ... Est. possible 4.4B bls oil in shale rock south of London. Not certain any can be economically recovered. Clay mixed in the shale ... Total (France) in JV with Lukoil to develop shale deposit in W Siberia. Possibly largest shale deposit on Earth. (But, sanctions might hold development back.) ... Ecuador issued permit for oil drilling in Amazon reserve ... Carbon loss from tropical forests "underestimated": study ... Hydropower now accounts for under 50% of US clean/renewable power for 1st time ... Green spaces could keep city temps level until '50: study ... ADM seeking Fed permission to install 2nd carbon capture well at IL ethanol plant ... MIT, Stanford researchers found new way to convert below-212*F waste heat into power. 1/3 all power use in US ends up as low-grade heat ... Tennessee can reduce its GHG emissions up to 22% below '11 levels in 6 yrs without changing power delivery systems ... Petitioners to ask Missouri governor to halt coal ash landfill construction in flood plains. (Ameren's plan.) ... OH House panel cancelled vote on RFS moratorium ... Capstone Infrastructure (Canada) getting $92M finance to develop Quebec 24Mw wind farm, expand credit facility ... Southern, Turner to buy First Solar (FSLR) 50Mw NM solar plant to be turned on this week ... Near 5,600 new clean/renewable power, clean transportation jobs created in US in 1Q. 12K in 1Q13 ... Fed appeals court threw out FERC demand-response order. Would provide incentives for power users to consume less. (Go figure.) ... BLM got $2.9M from southwest ND oil/gas lease auction ... Utah oil spill contained, likely didn't reach river ... India regulators calling for anti-dumping duties on US solar products up to .81 cents/w ... Deutsche Bank refused to finance coal export project near Great Barrier Reef ... Demand for climate bonds doubled in '13: EIB ... Sindicatum to co-invest up to $500M in Philippine-based clean/renewable power ... GCL-Poly wafer supply deal with Risen Energy.

FRIDAY OPEN ... Market up 55/13/6. Volume light. Naz over top line. WTI over $104, Brent over $110 ... (stock #s in %) BHWX up 52. KIOR up 33 on news. WSGP up 28. ENSL up 26. GERS up 20. LMRMF up 17. CCTC up 13. QTMM up 11, day 7 of surge, nearing double .... AMLM down 35, back to bottom line (200-day). INIS down 30. GWBU down 23. MKTY down 19. ASPW, PWDY down 16.

THURSDAY CLOSE ... Market up 10/22/4. Volume still light but Naz popped up above top 50-day line. WTI back under $104, Brent over $110. NG $4.38. Cocaine sales to boost Italy GDP? ... (stock #s in %) BLQN up 58 on 100 shares. GERS up 42. XNNMF up 41. (What? Turnaround? Doubt.) ... ASPW up 38 off bottom. LYSDY up 23 off bottom. UBRG up 15, dealing in midlines, no volume. MMMW up 11, not a clue. ONYX up 10. AMLM up 9. CERE up 7. AMRC up 6. ADES up 4. SCTY up 3 .... AEHI down 95. Fuggit abouddit. POLR down 37. NORX down 23. SATCQ, LMRMF down 20. CERPQ down 17. PWDY down 16. LEXG down 15. ECAU down 13. CSUN down 12. (Big deal.) AWSL down 12. MKBY, NAMG down 11. CNTO down 10 ... What a world. What a market. Happy trailers. Onward and upward. Gates/Clooney in '16.

MONTEREY (CAL) SHALE DEPOSIT now est. by EIA at .6B bls (economically recoverable at present prices, present fracking tech). EIA's '11 est. 15.4B bls. (Yep, pretty big change.) ... Public interest in climate change declining, but unaffected by "scandals": study ... Glacial melt pouring iron into oceans: study ... Australia's grassland, not Amazon rainforest, explains '11's massive land-based carbon sink: study ... New $215M fund to conserve portions of Brazil's Amazon rainforest ... DOE announced $10M for research on chem solar thermal energy storage ... Bosnia, Serbia seek intl aid after flooding caused billions in damage ... World hit another record heat level ... Homeland Security reported cyberattack on unnamed US utility ... Shell shed its Eagle Ford assets for $639M ... UK Green Investment Bank aims to commit 700M Pounds to carbon-cutting projects this year. 3.8B Pound capital in Bank. 3.3B Pound private investment with 1.3B Pound Bank investment since late '12. Offshore wind, waste-to-energy, energy efficiency Bank's core interests ... Radioactive waste produced at almost every step in NG extraction fracking process. (OH becoming poster child dumping ground for Marcellus waste.) ... EIA says US oil production up 6Kb/d last week to 8.43Mb/d ... Worldwide revenues from biofuels for road transportation to grow from $166B in '14 to $337B by '22: Navigant Research ... World's top 50+ oil/gas comp revs ~$6T/y ... Battery breakthrough at Tohoku U. (Japan). Lithium borohydride reduces fire hazard of lithium ion batts. Stable at normal atmos pressure, room temp ... Helios Power will not return to burning coal at NY power plant shut down in '12. Filed in April to reopen, burn coal. But now will not ... GE to supply 400Mw for New Generation Power TX wind farm. Construction started in Dec '13. 1.7Mw turbines. Online by end of '15 ... Abengoa completed world's largest single-axis solar plant. 206Mw in Calexico to serve San Diego ... SUNE to install 1.8Mw solar for Cal school district at 9 schools. To save $2M over 20 yrs. Online by yearend ... Skyonic - carbon capture tech - got $12.5M from Conoco, Enbridge to expand biz ... JFE to install 400Kw Ormat geothermal powergen system in Fukushima Japan. (Small geo market to boom in Japan.) ... ScotianWEB got $56M loan to build 8 wind farms in Nova Scotia. 28Mw total. Online by yearend. 20-30Mw more in pipeline ... Health groups urging EPA science panel to endorse tougher ozone limits ... Enviros suing EPA over TX ozone probs ... Feds issued emergency rule to protect sperm whales ... Below normal hurricane season expected: NOAA ... OR county approved GMO ban ... Carnival retooling more ship engines to cut emissions ... EU spinning out 70M Euro/yr climate innovation fund ... US utilities stepping up backing of distributed solar powergen ... Scotland OK'd planning of 104Mw wind farm ... France's AFD to provide 100M Euro to India's IREDA to finance clean/renewable, energy efficiency projects in India ... Pattern Energy got FERC approval for 3Gw TX wind power transmission link to US S East. Online by '19 ... GCL-Poly (China) teaming with 3 comps to develop 4.15Gw of solar in China ... Capital One Bank investing $100M in Solar City's install fund ... Mexico targeting 33% clean/renewable powergen by '18.

THURSDAY OPEN ... Market up 26/14/3. Volume light. Naz at top line (50-day). WTI over $104, Brent over $110. US April leading indicators up 4th month in row. UK growth up to .8%. China manufacturing up. Russia says troops pullback June 1. Thai military coup ... (stock #s in %) HOKUQ up 100. GERS up 88. QTMM up 22 more, new high, day 6 of surge. LYSDY up 15. ABAT up 14. ZNNMF up 13. CSUN up 10. CREE up 4 on news. SCTY, TSLA up 1 .... NORX down 23. PWDY down 21. ECAU down 17. NAMG down 10. UBRG down 5, new low.

WED CLOSE ... AEHI up 900. POLR up 60. GWBU, NORX up 30. LEXG up 25. OESX up 16. LMRMF up 15. CSUN, EWRL up 14. JUHL up 13. WTWO, AMBT up 11. MMMW, SPIR up 10. CSIQ up 7. MXWL up 6, new high. FSLR up 3, (Turnaround?) .... TRKP down 39, new low. Done. WSGP down 34. CSGH down 30. AMEL down 18. ECAU down 17. KIOR down 13. PSON down 11. LYSDY down 10. ACFN down 5, new low.

CHINA-RUSSIA $400B NG deal: 38BCM/yr over 30 yrs to CNPC, '18 start. $350-400/KCM. $22-$30B pipeline ... Russia economy to probably enter recession this Q. Capital flight over $63B 1Q, more than '13 total. Ruble down 6% v. dollar so far this year. Inflation ~7.2% ... US gasoline demand up 3% on year ... US electric market structure will make cutting carbon difficult: report. (Change the structure then.) ... Industry-backed study says Bakken oil not more flammable than other crudes ... ~30 bills in 17 states in '13 wanted to reduce or eliminate clean/renewable energy portfolio standards. None passed. Ohio test coming up. 29 states have RPS ... Minnesota 1st state to mandate B10. Calling for B10 April to Sept, B5 rest of year. Implemented this year ... Beijing ordered 300 industrial polluters to relocate outside the city by Oct. (Don't hurry up or nothin'.) ... TXU Energy invested $9.4M since '09 in energy efficiency projects for business customers. Combined with customer investments, at least $51M in savings so far. 265 projects. Mostly lighting ... CPS Energy wants to offer $20M more in rooftop solar rebates. $30M already rebated. Also wants $450 hook-up fee, $1/Kw monthly charge. $17.50/mo for customers who add solar in later years. Commercial fees to vary with system size. Proposal now goes to City Council ... Vattenfall started $76M, 36Mw wind farm in Sweden. Country had over 4Gw wind power installed at end of '13, up ~500Mw from end of '12 ... REGI to buy Tyson's 50% stake in Dynamic Fuels for $18M cash, $12M debt pickup, $35M future payments. Already buying other half (SYNM) for $41.8M. 75M gal/yr of biodiesel ... BP asking Supreme Court to review Gulf spill settlements ... Feds unveiled recovery plan for coastal grass ... USDA announced $33M for water quality projects ... BLM made $2.8B in Utah oil/gas lease auction ... Toyota says new chip will boost hybrid's fuel econ ... Groundwater from Fukushima nuke plant released into Pacific. (Seen those 3-eyed fish yet?) ... Chinese hackers trying to take over intl solar PV industry: Solar World exec ... Trina Solar profit up 74% to $26.5M 1Q14. Revs down over 15% from 4Q13 ... Prysmian (Italy) won 730M Euro cable contract for German offshore wind project in Baltic ... Honduras forecasts over 50% clean/renewable energy mix in 3 yrs. 44.5% now.

WEDNESDAY OPEN ... Market up 141/29/11. Volume light. WTI over $103, Brent over $110 ... Russia, China sign $400B Natgas deal. US sees no sign of Russian troop pullback - again ... (stock #s in %) GWBU up 30. SATCQ up 19. MDDD up 17. MMMW up 16. Solars up: CSUN up 12, HSOL up 6, JASO up 5, CSIQ up 4. AMBT, OESX up 12. ABAT, CSGH up 11. QTMM up 10, day 5 of surge. MXWL up 8 on news, new high. SCTY up 3. TSLA up 1 .... GERS down 33. TRKP down 25, new low. PWDY down 15. KIOR down 12. PSON down 11. ACFN down 1, new low.

TUESDAY CLOSE ... Market down 137/28/12. Volume a little light. WTI over $102, Brent over $109. NG $4.54 ... China halted cybersecurity cooperation with US after charges ... Yellen added disadvantaged to employment definition ... (stock #s in %) WSGP up 60 off bottom. CRCL up 32. XSNX up 29. CSOL up 16. AWSL up 14. ZAAP, DSTI up 10. WEST up 3 on news .... AEHI down 90. BLQN down 40. POLR down 37. PTOS down 19. WWPW down 18. MMMW down 16, new low. SRWRF down 15 on bottom. BSRC down 14. CABN down 14, new low on volume. MDDD down 14 after reporting. SENY down 13. SLMU down 12, new low. IFXY down 11 after reporting. GERS, NORX, PSON, WTWO down 10. SCTY down 3. RVLT down 2 after reporting. FSLR down 2, may be closing in on buyville.

CHINA, RUSSIA COULDN'T close price gap, reportedly, in NG deal ... IEA to help countries improve energy efficiency ... Forest fires may spur Greenland melt: study ... Indianapolis partnering with French comp to launch EV sharing service ... FL Gov denies climate change. Ocean threatening his beach-side mansion (God does have a sense of humor.) ... Rate of Antarctic ice loss doubled in last 10 yrs: ESA ... Climate change could turn sea turtle populations all-female before wiping them out ... EPA finalized standard for cooling water at power plants aimed at keeping fish, other life from being vacuumed into plants, factories. Enviros calling it "worthless", may sue ... Shell sees no risk to its assets in carbon-constrained world ... LNG import project in US got partial OK from FERC ... S Africa wants 42% of newly-installed powergen to be clean/renewable by '30. Solar should reach 8.4Gw. Solar power expected to reach over 1Gw by '15. Was 25Mw in '12 ... ND oil production in March same as Nov '13: ND. April production over 1Mb/d ... IEA increased forecast for growth in global oil demand this year to avg. 1.32Mb/d. Global supply of "all liquids" up 700Kb/d in April v. March to 92.1Mb/d ... Moscow making another effort to move oil trade off dollar. (Maybe they talked about that in China too.) ... Goldman Sachs report: new NG pipelines being built in PA will allow more Marcellus production to reach users, reducing draw on stockpiles next winter ... US agreed to supply Iraq with $1B of military hardware to deal with Anbar uprising ... China's Jan-April crude imports up 11.5% v. '13. April imports up 21% v. '13 to 6.8Mb/d ... UK oil production from N Sea could see 1st increase in over 10 yrs ... Mexico now net importer of petrol products from US, 1st time in at least 40 yrs ... Railroads now face fines up to $250K from Canada for safety violations ... EPA proposed to tighten oil refinery emissions standards. 1st time in near 2 decades ... TX wants fracking comps to report data on wastewater disposal wells daily instead of yearly ... Oakland said no thanks to coal export terminal proposal ... KLM launched biofuel-powered flights to Caribbean ... Exxon started up Papua New Guinea LNG export terminal ahead of schedule. $19B. 6.9M tons/yr cap. Most for Asian buyers ... $20M, 10Mw solar plant to be built in Rwanda ... Jacksonville to add 2 EV charging stations downtown. Now 6 in city, 4 at Nissan dealers. City will buy 1 with fed grant, then use parking fees to pay for free charging ... Westinghouse Solar to provide loans up to $45K each for US residential installs. $20M 3rd party finance ... Bolivia hired Spain comp to build 5Mw solar plant for $11.8M. Utility will save $3M/yr now spent on 20M liters diesel for powergen. Denmark paying for half, Bolivia the rest. Online by yearend ... Dominion broke ground on combined-cycle NG power plant in VA. Actually ~17% complete. Online in '16. $1.3B for 1.3Gw ... Former Alcoa site in E. St. Louis being developed for $65M, 20Mw solar farm ... Enel Green started building 2 solar farms in Chile. 60mw, 40mw for $110M, $70M. Enel about to finish another 36Mw solar plant in Chile ... Annual market for corporate green bonds to double this year to ~$20B. Total market to reach $40B this year ... Fed appeals court denied BP's request to limit Gulf spill settlement payments ... NY AG wants to force utilities by law to prepare for climate change risks ... Strategy on food waste needed to feed growing world population: report ... MN 1st state to ban antibacterial chem found in soaps, deoderants ... US solar capacity to be near 20Gw by '15 ... Group of European research firms intends to build 1Gw solar module factory to stave off China competition ... Armstrong (Singapore) committing up to $40M to fund wind, solar projects in SE Asia ... US cleantech comps some of victims in Chinese hacking case ... Syncarphia (NY) to invest $250M in solar projects ... Oman's RAECO to invest $200M in 90Mw clean/ren power cap ... Solar Bioenergi (Norway) raised $109M. Biomass power producer ... Grupo Terra (Honduras) to invest ~$180M in 2 wind projects, total cap 100Mw.

TUESDAY OPEN ... Market down 24/15/4. Volume light. Naz bounce off bottom 50-day line again. WTI over $102, Brent over $109 ... Russian troops started withdrawal. Medvedev: 2nd Cold War coming ... Martial law in Thailand ... 4 new GM recalls, another 2.4M Vs ... (stock #s in %) WSGP up 59. XSNX up 23. CRCL up 17. LMRMF up 16. AWSL up 15. USEI up 14. SOPW, UBRG up 10 .... INIS down 32. BSRC, XDSL down 11. PSON, NORX down 10.

MONDAY CLOSE ... Market up 20/35/7. Volume light. For some reason Direct TV blimp hovering over downtown Cincinnati. I think it's Direct TV blimp. Yea it's the Direct TV blimp all right. I WORKED for Direct TV in New Mexico in late '90's while writing my novel. Why doesn't MSFT have blimp with solar power on top? I think I've mailed Bill about that. You know, a flat blimp in shape of Windows symbol on bottom, solar power on top. Come on, Bill. Gates/Clooney for '16. Um, yea, Market up. Volume light. WTI over $102, Brent over $109. Tiger Woods now Adam Scott. US v. Credit Suisse. US accused China hackers v. Westinghouse, US Steel. Yea, and no others huh. What a world ... (stock #s in %) PWDY up 66. MKTY, NGLPF up 22. EVSI, ECAU up 13. CABN, DSTI up 12. XDSL up 11. SENY, CSUN, ENZR up 10. QTMM up 9. ENZR up off bottom lines (50-days). QTMM on 4-day tear up, 6 to 10. AMSC up 7, as well they should be. Superconductivity .... CRGE down 58 , new low. TRKP down 50. SATCQ down 44. GERS down 39. CRCL down 27.GWBU, SPIR down 17. NORX down 14. AWSL down 12. CNTO down 10. LYSDY down 5, new low. SCTY down 1. Onward and upwards, pards. Happy trailers. Gates/Clooney in '16.

REMINDER: UNTIL WE GET more clean energy onto grid or dedicated clean energy chargers, EVs basically running more on coal, natgas than clean power ... AustrianSolar got permit for 100Mw solar farm in Chile. ~$216M cost to build. (Great number, if true.) ... Vestas got 148Mw wind turbine order from First Wind for Maine project. 3Mw turbines ... Aleo Solar (Germany) sold module factory to Asian JV SCP Solar ... El Salvador got 32 offers for 100Mw clean energy tender ... Yield Co (UK) closed $100M Foresight Solar Fund for acquisitions of solar PV projects ... DONG Energy awarded CT Offshore contracts for 582Mw offshore wind project cable ... Brazil solar industry to get boost by govt easing local content ... Scotland approved 51Mw Scottish Power Renewables wind farm, rejected similar RWE Innogy project ... Black Sea oil/gas potential may rival N Sea. Offshore areas Russia got (claimed) with Crimea takeover may be worth trillions. Potentially "the best" of Sea's deepwater oil reserves. Russia can also take more direct route for proposed NG pipeline under Black Sea to Europe. Also, onshore NG facilities in Crimea. (Quite the grab, Vlad. Richest guy in world yet?) ... MD governor to veto bill designed to delay, maybe kill offshore wind project ... NC coastal regulators to take 30-yr view on sea level rise ... Deep valleys found under Greenland ice sheet could raise sea level estimates ... More water falling as rain v. snow reduces overall amount: study ... Climate change will damage sovereign credit ratings: S&P ... Manufacturers backing OH energy efficiency mandates ... Europe's fossil fuels in short supply: report. Britain has 5.2 yrs worth of oil, 4.5 yrs of coal, 3 yrs worth of natgas left. Italy less than 1 yr of NG, coal, 1 yr of oil. France under 1 yr for all 3. Germany 250 yrs of coal, 2 yrs NG, under 1 yr oil. Russia 50 yrs oil, over 100 yrs NG, 500 yrs coal ... Vietnam riots over China oil rig in Vietnam territorial water. Several dead. Taiwan factories burned (thought Chinese.) ... $3M USDA grant toward solar grid at U of Virgin Islands. ~3Mw. 1/2 of energy demand of campus. To save up to $1M/yr. VI el costs over 50 cents/Kwh ... Germany says no deal made on dismantling nuke plants ... Brookfield Renewables (Bermuda) to buy remaining 67% interest in 417Mw PA hydropower plant on Susquehanna. 1 of largest hydro plants in PJM grid. ~$613M ... Coal ash pond leaking arsenic, boron, lead, mercury into KY aquifer, lake: enviros. "Properly permitted, regulated." KY has 48 coal ash ponds, ~9M tons/yr coal ash made in KY. 50% of KY powgen from coal ... EDF unit to sell 50% stake in 143Mw Cal solar farm to TIAA-CREF ... $5M plan to fight coffee fungus in Central Am from hot, dry weather ... Raptors' breeding rates suffering in Cal drought ... US Supreme Court won't hear challenge to DOI coal export fee ... New Fisker owner plans to start US EV production. "Burn as much cash as it takes." (Cuz EVs a nascent game changer.) ... Olympic sailors wary of contaminated Rio bay. Govt cleanup coming up short ... At least 3 coal mine execs arrested in Turkey ... Ancient statues in China damaged by air pollution getting restored. (How about all the lungs?)

MONDAY OPEN ... Dow down 6, Naz up 24, SP up 2. Volume light. 50-day lines on top, 200-day lines on bottom closing in on Naz flat line. WTI over $102, Brent over $109 ... Russia says it ordered troops back to bases. Gunmen stormed Libya parliament, violence gripping oil producer ... (stock #s in %) DSTI up 24. CABN up 12. PWDY up 11. RVLT up 4. TSLA up 1 .... CRGE down 58. TRKP down 49, new low. GERS down 36. AWSL down 12. SPIR down 11. EWRL down 10.

CHINA TARGETING 70GW solar installed by '17. 150Gw by '30. Plans to have 150Gw wind capacity by '17, 11Gw biomass, 50Gw nuclear, 330Gw hydropower. Wants 13% clean/renewable power ... $60M more incentives from NYSERDA for solar installs of over 200Kw. Aps due mid-July. All online by April '16. $50K extra for projects that incorporate energy storage, efficiency ... TBEA Sun Oasis (China) set to install most solar in world this year. FSLR to install ~1.3Gw (93% large scale), TBEA up to 1.5Gw. FSLR has 1Gw pipelines each in Latin Am, Mideast. TBEA has projects in Pakistan ... Global solar project pipeline 140Gw, up 5Gw since Feb. 21Gw under construction or with signed PPAs. N Am largest pipeline - 34Gw announced projects, 5Gw under construction. Avg. size over 25Mw. 80 projects 100Mw or better in development ... Latin Am 15Gw in development. Over 4Gw in Brazil, 7.5Gw in Chile ... 274 coal miners dead in Turkey, est. 120 still trapped. Mine owners had cut cost of production from $140/ton to $24. Political connections to get around safety regs. Erdogan may be back in trouble ... Global nuclear industry ~$140B/yr. DOE has offered $452M to be matched by small modular reactor sector to get a design licensed by '22. Babcock & Wilcox doesn't see it after spending $400M with DOE. NuScale Power (Fluor unit) hopes to submit design in '15 for '18 approval. Commercialization within decade ... Exelon in '10 generated 93% of its el from nukes. Looking at small modular ... 80% of Britain citizens support clean energy.

DROUGHT, HURRICANES, rising oceans becoming more significant threats to world's biggest comps. Risks accelerating: Carbon Disclosure Project. Comps already grappling with ~45% of climate change potential risks, or will be in 5 yrs, up from 26% in '11. ~22% of threats are to supply chains ... Waste Management says flooding, drought affect rate of organic decay at landfills, driving up cost of collecting landfill gas ... Sunrun closed $150M funding round. To be used to improve its tech for rooftop solar ... Court allowing EPA to take another crack at mercury, boiler standards ... DOE ended nuke waste fee collections with $31B on hand. No disposal option in sight ... Sen. Feinstein: enviros "never helpful" on Cal water policies ... US exempting musical instruments from ivory ban ... Experts calling for more balance, less "frontier mentality" in managing deep seas ... Teens accused of setting San Diego County fires ... Another season of toxic algae blooms predicted for Lake Erie. (Why not harvest it for biofuel?) ... S Carolina bill would limit pollution lawsuits from public. (Is that really needed?) ... EIB committed to satisfy appetite for green bonds ... Billions of Euros of Irish energy efficiency opportunities driven by policy, market, strong supply chain ... ABB (Swiss) to invest $2B into China smart techs ... Germany's '14 solar PV installs est. to be 1.9Gw, down from 2.9Gw previous est. 1Q14 down 41% v. 1Q13 ... EU hit Chinese solar glass with 5-year anti-dumping tariffs up to 36% ... Abengoa plans further 100Mw concentrated solar development in Chile.

FRIDAY CLOSE ... Market up 44/21/7. Volume slightly light on options Friday. WTI over $102, Brent over $109. NG $4.44 ... (stock #s in %) GERS up 82 after reporting. CGYV up 66. GWBU up 33. CBWP up 30, back to tops. PTOS up 24. BSRC up 22. NORX up 21. NAMG up 16 on volume. PSON up 16. SOPW, HOKUQ up 14. QTMM up 12. ZNNMF up 10. AMSC up 8. FCEL up 4 .... CSOL down 36. ECAU down 29, new low. BFRE down 26, new low. GPRC, MDDD down 17. IFXY, POLR down 16. USEI, EVSI down 15. ENSL down 14. DSTI, PSPW, WSGP down 13. CSIQ down 12 after reporting, 2-day fallout from bottom lines on volume. CBAK down 11, back to bottom line (200-day). PWDY, XDSL down 10. HSOL, ABAT down 9. ABGB down 7, day 2 of plunge off top lines (50-days). ASTI down 4, new low ... Onward and upward, pards. Happy trailers. Bill Gates for President, George Clooney vice president.

OPEC OUTPUT unlikely to match 2H14 demand: IEA. OPEC will need to pump 30.7Mb/d 2H14 to meet world demand. ~800Kb/d more than April. Sauds pumping 9.6Mb/d, capacity 12.5M. They're satisfied with $100 oil. Brent, of course, near $110 ... Widespread use of NG in power gen will fail to significantly alter world's current global warming trajectory: study ... Asia, Africa to collaborate on climate change research ... N Carolina bill would make it a felony to disclose fracking chems. (What are they hiding? And there's no fracking I know of in NC. What the hell?) ... UK moving to cut support for large-scale solar. (O, great.) ... Small modular nuke reactor tech will be at least as expensive as large reactors. Won't fit needs of more flexible grids. Development would siphon funds from other clean energy ... Power plants account for ~40% of 2.2B tons CO2/yr released in US ... US oil production up 78Kb/d last week to 8.4Mb/d: EIA ... Libya got oil field partially opened, adding ~35Kb/d to production. 340Kb/d field expected to open soon. US Marines now based on Sicily to be able to respond quickly to protect US diplomats ... At least $1T of oil projects "won't see a return" if govts fulfill climate change pledges ... Remember something else: US shale fracking was exempted from Clean Water Act ... Clean/renewable energy sector now employs ~6.5M people worldwide ... Germany clean/ren sector supplied record 27% of total power gen 1Q14 ... GEVO $12M loss 1Q. Revs $900K. Started up some ops at MN ethanol plant ... Largest advanced biofuel plant in US (IL) using Honeywell tech. 130M gal/yr of green diesel from inedible oils, waste products. Requires no engine mods. Potential 80% GHG emissions reduction ... Tyson, SYNM losing $2M/mo on idle chicken fat biofuel plant. SYNM wants to sell its 50% stake. $150M plant. 75M gal/yr cap. Idle since late '12. Owners dispute over restart conditions. (Seems to me, for whatever reason, Tyson - Mister big bucks - wants to take down SYNM. Maybe I'm wrong.) ... OPEC questioning (rightly) sustainability of N Am (fracking) oil boom. Acknowledged, though, that non-OPEC oil production expected to increase over 4Mb/d by '18. (But then peak there.) ... Saud oil minister said they would make up for any oil shortfall that may result from conflict in Ukraine ... World uses over 30B bls/yr of oil. ... Cal Energy Commission awarded $6M for transportation, enviro research, school energy efficiency projects ... AES Indianapolis unit got state approval for 650Mw combined-cycle NG turbine power plant (~$600M), $36M to convert 2 units - 200Mw - from coal to NG. Online '16-'17 ... Clear election mandate in India for Modi's opposition party. Wants to overhaul infra, support clean/ren energy sector.

FRIDAY OPEN ... Market down 3/13/0. Volume slightly heavy (options Friday). WTI $102, Brent over $109 ... (stock #s in %) PWDY up 32. BSRC up 31. QTMM, CABN up 12. AMEL, SSOL up 10 .... VNDB down 50. SATCQ down 40. CSOL down 36. TMEN down 28, new low. GPRC down 18, new low. CNTO, ABAT down 15. PSON down 14. SPIR down 13. XDSL down 10. ASTI down 6, new low. ACFN, XSNX down 4, both new lows. SCTY down 3. RVLT down 2, new low.

THURSDAY CLOSE ... Market down 167/31/17. (Market not following Dow in %). Volume a little heavy. Naz caught between top and bottom lines closing in. WTI under $102, Brent over $110. Oil industry wants $130/bl. Giveth us a break. NG back to $4.50 ... (stock #s in %) BFRE up 36. CSOL up 32. DSTI up 20. CRCL up 18. PSON up 12. XDSL up 11 .... AEHI down 33. BSRC down 24. ASTI down 21, new low. ECAU down 21, new low on volume. QTMM down 20 on volume. PTOS, GPRC down 19. GWBU, NAMG down 18. HOKUQ down 16. PWDY down 14. BHWX down 13, new low on volume. NORX down 12. GERS down 10. RVLT down 4, new low. CREE flat on low.

"INSIGNIFICANT" RISK of disruption of Europe NG supplies (in spring, summer): Gazprom ... Russia's energy-based econ growth model "has reached its limits": IMF ... Evidence of intense El Nino forming. EL Ninos harm wheat, corn; help soybeans: study ... EV sales booming in Norway, Denmark ... Pumping out groundwater in Cal's San Joaquin Valley could lead to more earthquakes over time: study. (Desalination, Calif. Another reason.) ... NREL brought 60 comps together to discuss better ways to finance solar ... Coral reefs reduce wave energy from storms 97%: study ... Deepwater Wind got key Rhode Island permit ... Climate change spreading mosquito-borne diseases in US ... Climate change still taboo subject in Alabama. (Wonder their wind, solar potential.) ... New Zealand appeals court rejected case for climate change "refugee" ... Communal effort to expand solar launched in Vermont ... Canada changed oil spill response regime ... Siemens won $2.1B contract for Dutch offshore wind project. Biggest-ever energy service contract. 4Mw turbines. Online early '17. Total project near 3B Euros ... China National Nuclear Power planning $2.6B IPO in Shanghai. Working on 12 nuke plant projects, 2 operating plants. IPO to be used to build 4 plants with 10 reactors ... Record 74% clean/renewable power gen in Germany last Sunday. El prices went negative much of afternoon ... Tucson school district finished 198Kw solar system on 1st school in 11Mw project ... Recurrent Energy (Sharp unit) to build 150Mw solar farm in TX. Will be state's largest. '16 completion. Austin Energy to buy the power ... Conergy (Germany) completed 13Mw 1st phase of 22Mw solar project in Philippines. Last phase online in months. Funded by ThomasLloyd Grp (Swiss). $330M of loans from IFC for this plant, 2 other solar projects, 3 biomass plants ... QBotix (Cal) - robotic systems for solar farms - got $12M finance from investors including EON, Iberdrola ... Chesapeake Bay LNG export project poses no "significant" enviro risks: FERC. (Um, doesn't EPA make enviro calls?) ... Fewer honeybees died last winter: annual US survey. (God must love honeybees too.) ... 1 of 9 blazes in San Diego County got close to San Onofre nuke plant (though shut down) ... US Army to develop solar projects at 3 Georgia bases ... 10K gal oil spilled onto LA streets ... NJ reactor to stay shut down after broken parts found ... TX offering $2,500 incentive to buy alt-fuel vehicle ... EIB priced 2.6B Euro green bond ... RWE's clean energy unit - RWE Innogy - increased operating profit 9% 1Q v. 1Q13 to 97M Euro ... PEGI raised $586 from public offering ... Brazil NDES Bank gave $140M loan for 3 wind projects, total 90Mw, by Brazil unit of French comp ... Statkraft 345M Euro profit 1Q on increased wind power gen, currency ... Northland Power (Canada) closed 2.8B Euro finance for 600Mw wind farm in N Sea ... Bills in US House, Senate to create fed green bank using Treasury bonds ... Innergex Renewables Energy (Canada) had C$38M net loss 1Q ... Clean/renewable energy supplied 40% of Italy's power demand in April. 35% in April '13. Solar 9.2% ... Bell Labs demo'd solar PV in April '54. 60 yrs.

THURSDAY OPEN ... Market down 145/50/17. Volume normal. WTI under $102, Brent over $110. US consumer prices up in April, industrial production down. Russia GDP growth slowed. Europe econ underperformed. Japan grew fastest since '11 ... (stock #s in %) GWBU up 16. BFRE, PSON up 12. XDSL up 11 .... AWSL down 27. GPRC down 21 after reporting. HOKUQ, POLR down 16. SPIR down 13. CRCL down 12. WSGP down 11. JUHL down 10. CSIQ down 7 on news. SCTY down 5. RVLT down 2, new low, after a report.

WEDNESDAY CLOSE ... Market down 101/29/9. Volume light. Naz working its way up the trail. WTI over $102, Brent over $110. Musk sees need for hundreds of "giga" batt factories. NG $4.35 ... (stock #s in %) AEHI up 200. (Uh huh. Yea, I knew that was coming.) QTMM up 63. (I DID feel that 2 days ago. Not kidding. Didn't want to take the risk to jeopardize my rep, tho, by saying. Boy O boy, check thy feels.) PTOS up 31. EVSI up 29. AXPW up 26. WTWO up 22. OOIL, TRKP up 14. BSRC, EWRL up 11 .... POLR down 25. HYGS down 23 on volume. BFRE, BHWX down 21, both new lows. XDSL down 18. DSTI down 16 after yesterday's leap. ASPW down 13. PSON down 11. MKBY, HSOL down 10. Some world, huh? Onward and upward, pards. Happy trails. Bill Gates for president, George Clooney for VP.

GLOBAL COST UP $8T last 2 years to hold global warming to 2*C due to soaring coal use for power: IEA. $44T of clean energy investment now needed by '50 to prevent Earth overheating ... 97 of 100 climate scientists agree humans causing global warming. Media gives mostly equal time to deniers. US public thinks 55% of climate scientists agree on human cause. (Money talks.) ... Accelerating rate of climate change poses serious risk to US national security, acts as catalyst for global political conflict: military think tank. Cites Syria, Nigeria, sub-Sahara Africa. Kerry says report to influence US foreign policy ... Illinois Farmers Insurance suing Chicago for failing to prevent flooding related to climate change ... Gas scooters pollute more than Hummers: study ... Researchers finding connection between southern ocean winds, parched Australia ... Hurricanes, tropical storms, typhoons shifting toward poles: study ... US states should adopt new clean energy standards that include nuke power plants with variable clean energy sources (wind, solar): Exelon CEO ... Florida OK'd utility's plan for 2 new nuke reactors ... Competitive electricity market in Illinois generating more complaints ... Panasonic aiming to sell more solar panels specifically designed for corrugated factory, warehouse roofs in Japan ... India may recommend duties on US, China solar imports after finding evidence of dumping. Over 20 comps sold equipment in India for as little as 1/2 cost they charged in home markets, undercutting local prices by up to 1/3 ... Turkey coal mine disaster: over 200 dead so far, 363 rescued, 80 hurt, 787 in mine at time of explosion, fire ... US dry NG production up .9% in '13. (Heck of a boom, A?) ... 3-yr decline rate 80-90% for fracked oil/gas well production. Takes ~2.5K new wells/yr each in Bakken, Eagle Ford just to keep production flat. ~40% US oil/gas production from fracking ... Analyst predicting Bakken peak production this year or next ... Peak power problems possible this summer in TX, Midwest as US leans more on NG for power: grid overseers ... Enviros filed suit to force bumblebees onto endangered species list. (Latest report saying they're endangered by pesticides, especially insecticides, my guess. I was an aerial applicator for sunflowers, wheat, weeds meself. Just a touch of Parkinson's, though.) ... US biodiesel industry "slowly being bled dry": survey ... DOE's Ames Lab developing faster, cleaner refining tech to produce green diesel from algae. Uses nanoparticles. Higher energy density ... Japan to drill its 1st fracked well ... Ukraine needs to double its NG storage before winter: Gazprom. Now ~9BCM stored. (Gazprom moving the sword around a little while inside.) ... Florida Power & Light proposing voluntary $9/mo payment to customers for 3-year pilot solar program. Expects very few to sign up. Solar only 110Mw of FPL's total 23.6Gw powergen cap ... Kuwait signed $12B contract with Shell for Qatar LNG for 6 yrs ... Hanwha German unit sees '14 shipments of up to 1.2Gw. Factories running at full cap. Sold 247Mw 1Q. Upping production cap .2Gw to 1.3Gw/yr for $80M ... Solarworld shipped 154Mw in 1Q. Can produce 1.1Gw/yr ... Welspun Energy (India) completed 19Mw solar plant in Kamataka ... Russia threatening to disrupt GPS nav. (O those Ruskies. Isn't all the Crimea NG production, offshore oil/gas potential enough?) ... Clean Line needs $6B finance for wind power transmission lines ... DONG Energy raised over $40M with employee share program. Over 3K employees, 212 managers ... Gamesa to supply 100Mw to CGN Wind Energy (China). 2Mw turbines ... Grid Point (VA) - smart energy management tech - raised ~$16M in funding round ... Nordex (Germany) - wind turbine maker - raised '14 guidance after strong 1Q ... E.ON (Germany) demanding compensation for losses at NG power plants. 12% drop in profits 1Q v. '13. Blaming clean energy. (Um, E.ON, grow up.)

WEDNESDAY OPEN ... Market down 46/10/4. Volume light. WTI over $102, Brent over $109. US wholesale prices up most in over a year ... (stock #s in %) EVSI up 33, back to bottom lines (50-day lines). AXPW up 18 off top 3 lines. TRKP up 14. WTWO, ENSL up 11. SCTY up 3, above bottom lines (200-days) .... POLR down 37. HYGS down 23 on finance news, fall through bottom lines (200s). CNTO down 20, new low. PWDY down 12. HSOL down 11 from bottom lines (50s). NGLPF down 11. ZAAP down 10 from bottom top line (50).

TUESDAY CLOSE ... Dow up 19, Naz down 13, SP flat. Volume a little light for Naz after hitting bottom top line. WTI over $101, Brent over $109. NG $4.36. Russia banned rocket engine sales to US military ... (stock #s in %) SATCQ up 52. BLQN, POLR up 33. WTWO up 28, back to top 3 lines. NFEC up 23. DSTI, PWDY up 20. ENSL up 16. CSUN up 12, day 2 of rise off slide from early Nov. WEST up 12. May be ready to go up. SENY up 12. MIght be thinking of going up. CERPQ up 11. ABAT, XDSL up 10. POWR up 9. TSLA up 3 .... CGYV down 47. SLMU down 37. EVSI down 20. FTEK down 17. ACFN down 16. CSGH down 15. CRCL down 14. AMEL down 14, new low on volume. WWPW, PRHL, TRKP down 12. IFXY down 11.

ENERGY EFFICIENCY BILL died in US Senate over Keystone XL pipe, coming GHG emissions regs. Can't even agree on energy efficiency. Cowabunga ... Rising oceans from melting Antarctic ice sheets "unstoppable". It will take centuries, maybe millenium or more, though, say scientists ... Toyota letting batt supply deal with TSLA - 2.5K batt-motor powertrains - to expire this year. Toyota focus instead on fuel cell vehicles. Their RAV4 EV has poor sales. Plans to intro FCVs in Cal next year, build out hydrogen stations ... "Radical change" of global energy systems long overdue: IEA ... "Unlikely" US could fully clean up Arctic oil spill: NAS official ... FERC rejected changes aimed at preventing power market speculation. (Let's remember Enron.) ... GAO found big gaps in BLM's inspections, data for oil/gas wells on fed lands ... GE broke ground on Okla oil/gas research center ... Bright Source's 500Mw concentrated solar project in Cal delayed again ... Fed appeals court tossed challenge to DOI fees on coal exports ... EPA settled with Chevron for $875K over UT oil/gas spills ... WV coal mine accident. 2 dead ... Crews fighting to secure out-of-control fracked oil well in ND ... Duke Energy to dredge coal ash in Dan R ... Instability has been growing in Nigeria over last decade from climate change. Was same story in Syria. Desertification, water shortages, crop failures. Secondary impacts: sickness, hunger, joblessness. Opens the door to conflict. Many in Boku Haram displaced by severe drought, food shortages in Chad, Niger. Some 200K farmers, herdsmen lost their livelihoods. NIgeria also has new fuel crisis after slashing fuel subsidies. Finally, Nigeria's oil production has peaked. Production decline rates as high as 15-20%. Country doesn't have funds to replace lost production despite all the money made from oil to date ... Canada comp to export 1M gal biodiesel per month to US ... Another oil train derailment on Friday in Colo. Union Pacific RR transporting Niobrara shale oil. 6 oil cars derailed, ~6.5K gals spilled ... Russia showing interest in NG investment in Turkey (2nd largest [European] importer of Russian gas after Germany at 26.6BCM in '13. Turkey runs 46% of its 64.4Gw power gen cap on NG. Russia looking at building more NG power plants, NG storage facility in Turkey ... '14 Atlantic hurricane season expected to be weak. Let's hope it's so ... Consumers Energy teaming up with food banks in Mich to distribute 85K energy-efficient light bulbs ... Sprint selling iPhone cases made of waste CO2 by Newlight Tech ... One Ventures moving to plug gap in Australia's late-stage clean energy VC funding ... US military identifies clean/renewable energy as tactical resource ... UK to end Renewables Obligation for large solar in '15 ... Australia to terminate renewable energy agency. (I know.) ... Green Investment Bank investing 7.5M Pounds in London anaerobic digestion, green waste composting plant ... Charge Point - Cal EV charging network developer - raised another $22.6M, $110M so far ... Aquion Energy - Penn advanced batt tech developer - raised $20M from VC funds ... NextEra Energy to shut down 78Mw of TX wind power later this year after late '13 ice damage ... Enel Green Power bought extra 26% stake in 250Mw Kan wind farm from GE Capital for $60M. Stake now 75%.

TUESDAY OPEN ... Market up 27/10/5. More record highs. Volume light. WTI over $101, Brent over $108 ... (stock #s in %) NFEC up 50 after reporting slight loss. POLR up 33. DSTI up 20. ENSL up 16. WTWO up 14. PLUG up 13 after forecast. AMPD up 12. CERPQ up 11. CSUN up 10 after forecast. HIIT up 10. FCEL up 9 on news. POWR up 8 .... VNDB down 50. CGYV down 47. BSRC down 21. FTEK down 17 after reporting. ACFN down 17, new low, on downgrade. CSGH down 15. WWPW down 12. TRKP down 12, new low. BFRE down 11.

MONDAY CLOSE ... Market up 112/72/18. Volume slightly light. WTI over $100, Brent over $108. NG down ... (stock #s in %) MKBY up 89. POLR up 20. PRHL up 17. KNDI up 16 on volume, back to bottom top line (50-day). CRCL up 16. WSGP, EVSI up 13. GEVO up 11. AMSC up 10 off bottom. CERE up 10 off bottom. NFEC up 10 off 2-month fall. CSUN up 9 on a little volume. May be buyville. CSIQ up 6, bottom lines (200-days) holding. SCTY up 4, back to bottom lines (200s) .... ASPW down 36. PWDY, TRKP down 33. WTWO down 30 on volume, fall from top 3 lines. BLQN, ENSL down 25. GWBU down 16. WEST down 15. ABAT down 14. VSPC down 12. AMEL, AMBT down 11. SSOL down 10. CABN down 8, new low. BLDW down 7, on bottom. POWR down 3, new low on volume.

70% OF E. UKRAINIANS wish to remain part of Ukraine: polls ... E. European countries often pay 50% more for Gazprom NG than W. Europe ... Lithuania got Gazprom to lower prices through '15. Used LNG import card. Gets 92% of NG imports from Gazprom ... Iran boosting oil exports in violation of agreement. Already 30% over. Nuke talks back on this week ... Rubio: climate change not caused by human activity ... Siemens to develop 8Mw-class offshore wind turbine to match AREVA, Vestas ... 4 utilities pre-qualified for 400Mw Danish offshore wind tender ... County board in Okla rejected Track Wind Energy (Kan) 150Mw wind project ... Clean Line Energy (TX) got FERC approval for 3.5Gw wind power transmission line. 750 miles from W. Kansas to several Midwest states ... EDF unit finished 150Mw wind farm in Turkey ... Eco 2 JV (UK) planning 45Mw biomass plant in England for 160M Pounds ... Abengoa OK'd to build 110Mw concentrated solar plant in Chile. Construction start this week ... SkyPower Global (Canada), FAS Energy (Saud) JV to build $5B 3Gw solar plant in Nigeria. To hit grid starting next year ... Hindustan Powerprojects, backed by Blackstone, plans IPO of solar unit to up solar investment to $2B by '16. $1B pipeline now. India plans to attract $11.7B solar investment by '17 ... India diesel generator supplier expects ~1/2 of sales to come from solar biz within couple years ... NHPC - India's biggest hydropower producer - to build 50Mw solar farm ... Sharp solar unit to record $49M loss this fiscal year ... CPFL Renovaveis (Brazil) net loss 1Q $24.5M ... Capital Stage (Germany) - wind, solar investor - 1Q up 130% over 1Q13 to 5.3M Euros. Revs up 42% to 12.7M Euros ... EPA advisors urging tougher ozone standards. Lower limit of 60 PPB, much lower than now ... Fed judge upheld Colo renewables law. Opponents plan appeal ... Outdated BLM oil/gas rules could be squandering tax revs: GAO ... DOE to revive lease program for uranium mining ... DOE oversight of loan guarantees improving, but more changes needed: IG ... Railroads now required to notify state emergency agencies when hauling Bakken crude through communities, also avoid old oil (pre-'11) tankers for Bakken oil ... USDA to offer over $12M in energy efficiency grants, over $57M in loans ... ADM committing to sustainable palm oil ... More kinds of bees means better crop yields: research ... Ocean research sub lost in Pacific ... Methane likely remained in sea longer than thought after BP Gulf of Mex spill: study ... BP to spend $10B over next 5 years in deepwater US Gulf of Mex. About 10% world explore/production budget. To be largest investor there ... Angola probably won't reach 2Mb/d oil production target for '15. New projects will be too late to boost declining flow ... Iran planning NG pipeline to supply E. Iraq power plants. S. Pars NG may flow by yearend ... Iran planning to boost crude production 1Mb/d within 4 years ... Opponents of new oil development in Amazon national forest in Ecuador failed to submit enough signatures to force national referendum ... Colombia crude production fell to 935Kb/d in April. 20-month low. Rebel attacks, community protests stopping production, exports ... Mexico expects to open bidding on 1st round of private oil contracts 1H15. Hopes to have private comps producing 500Kb/d by '18 ... Pakistan to cut NG supply to fertilizer plants, CNG pumps to increase power supply to reduce rolling blackouts ... North Dakota LNG construction start this summer on NG processing plant. 1st phase 10K gal/d LNG for commercial fuel. Phase 2 in '15 to increase to 76K gal ... ND oil/gas workers 6x more likely to die on job than peers in other states. Inexperience ... AK governor signed bill for NG pipeline ... World Nature Organization founded in Geneva ... TVA rates 13% above avg. for power co-ops ... Coal powers 84% of Indiana electricity ... Sinopoly Battery (Hong Kong) investing $42M in Smith EV - el truck maker ... Stanford taking coal stocks out of portfolio.

GAZPROM NOW SAYS Ukraine owes $22B. In early March it was under $2B. Recent price rise being applied retroactive to '10, charges for NG not used. Also prepayment of $4-5B more for future gas. Threatening June 3 cutoff ... Obama pledged $2B more for energy efficiency in fed bldgs next 3 yrs, support for solar job training. Also lauded Wal Mart solar roofs. Most installed on-site solar capacity of any American comp, plans to double that ... Vestas installed nextgen low-wind turbine prototype in Denmark. 2Mw. Near 800Mw orders already. Larger rotor, strengthened gearbox, new control features ... Solar Power Energy (Romania-Germany) turned on 5.4Mw solar plant in Romania for ~5.28M Euros. EU finance ... New record for German clean energy generation - 27% of total power gen ... China may begin to reduce coal use by '20: report ... China crude imports record high 6.81Mb/d in April ... China expects to add 8.64Gw nuke power to grid this year. 3.24Gw added in '13. Uranium availability becoming issue. They import 60% now of their use ... Xi says China should adapt to "new normal" of slower growth ... US energy comps asking EPA to exempt cogeneration from coming power plant rules ... EPA rules to curb emissions from existing power plants pose no grid reliability threat: report ... NY pushing utilities to shift biz model away from monopoly to accomodating more solar, wind ... Lloyd's of London urging insurers to calculate for climate change. Vital Arctic ice roads to northern communities melting ... Graphite mining in China pulluting air, ground, water. China suspending mining. Each EV uses ~110 pounds of graphite in lithium-ion batts ... Mexico has est. 545TCF shale gas reserves just across TX border. Also est. 26B bls deepwater Gulf of Mex oil reserves ... Mass lawmakers weighing fossil fuel divestment ... Spills at oil/gas production sites up 18% in US in '13 even though drilling activity leveled off ... Of 97 shale oil/gas comps rated by S&P, 75 issuing debt at below investment grade ... Iraq oil exports up 113Kb/d in April to 2.5Mb/d ... Libya Congress seems to have elected new PM last week, but dissidents controlling eastern oil export ports refusing to deal with him.

MONDAY OPEN ... Market up 87/59/14. Naz back to bottom top line (50-day). Volume light. WTI over $100, Brent over $108. E Ukraine vote went Russia's way. EU imposing sanctions on Russia. Gazprom raised Ukraine gas bill again, June 3 deadline. S Sudan cease fire broken ... (stock #s in %) POLR up 20. KNDI up 17 after reporting, volume. Might consider buying. PRHL up 17. ENZR, LMRMF up 11. GEVO up 10 on finance news .... AMLM down 37. ASPW down 31. PWDY down 23. GWBU down 16. CNTO down 15. BFRE down 12. ZNNMF, SSOL, CRCL down 10. AMBT down 9, new low. ABAT down 9.

FRIDAY CLOSE ... Market up 32/20/2. Volume slightly light. WTI under $100, Brent under $108. NG $4.51 ... (stock #s in %) EVSI up 73 on news, rebound from Thursday's plunge. CRGE up 45. AWSL up 38, over top lines (200-days), up 4x from early Feb. TRKP up 36. OLED up 15 on volume, day 3 of surge off bottom. PWDY up 15. XIDE, ZNNMF up 13. ASTI up 13 on news, off bottom. GPRC up 12, rebound on 3-day plunge. AMEL up 11 on volume. AMRS up 11. CLNE up 11 on volume off bottom lines (50-days). QTWW up 11. TSLA up 2, bottom lines (200s) holding .... AEHI down 90 on volume. MKBY down 50, back below bottom lines (200s). CSOL down 43, back in the lines. POLR down 37. MGLT down 19. PTOS down 15. LTBR down 11, back to top bottom line (200). CABN, ENSL, NORX down 11. CPWY down 10. RVLT down 6, back near Sept bottoms. ACFN down 5, new low. AMBT down 4, new low.

POP THE CORKS! We've entered a new geological epoch. Anthropocene. Future geologists will be able to spot fundamental discontinuity in rock strata traceable to us. Climate change, acidic oceans. mass extinctions. Jelly fish take over oceans; rats, crows, cockroaches the land .... Solar panels installed at White House. 8-yr payout. (And the next Republican will take them down.) .... New Delhi air pollution reaching 3x level of Beijing. More PM 2.5 (particulate matter under 2.5 micrometers diameter, believed to pose greatest health risk because it penetrates deep into lungs). Hardly mentioned in ongoing elections. Fierce denials by govt .... Air pollution killed ~7M people worldwide in '12. World's biggest enviro health risk. Heart attacks, strokes, lung cancer .... Worker fatalities surging in ND oil patch .... Siemens doubling down on US energy, GE targeting Europe .... 65% chance of El Nino in US. Expect crop losses .... PLUG got order for 182 fuel cell forklifts from Central Grocers .... PEGI public offering to raise ~$510M .... EVSI targeting 9-figure finance for EV Arc rollout .... Deepwater Wind got enviro OKs for 30Mw Rhode Island offshore wind project. State water quality certificates .... Strabag (Austria) got permit to build 328Mw offshore wind in N Sea after 8-yr approval process. 5-8Mw turbines .... Boralex (Canada) plans to build 100-300Mw onshore, offshore wind in Europe over coming years .... Pakistan cotton mill giant to invest in 50Mw solar farm .... Musk: TSLA could start building mega battery factory in June .... Vestas 2M Euro profit 1Q, up 153M Euro from 1Q13. Revs up 17% to 1.3B Euro. Orders up 84% .... Gamesa more than doubled 1Q profit to 17M Euro .... 10 of 13 oil cars that derailed in Lynchburg were built after '11 under new regs. Even 1 that ruptured, spilled 30K gals into James R. In '13, 116 episodes involving oil cars, over 2x combined from '90 to '09. 154 cars failed, up 50% from '12 .... USGS web tool maps impacts of climate change on watersheds .... Climate research would get 24% cut in FY15 budget in House bill .... UK group asserting slump in oil demand may turn Canada oil sands into stranded assets .... Black bear killed woman at Alberta oil sands site .... Investments in Alberta tar sands make neither econ nor climate sense: report. Ditto Arctic oil production, most deepwater deposits .... Obama admin unveiled energy efficiency program. Senate bill dying .... Regulatory groups helping EPA build energy efficiency into new rule on existing power plants. Push from 23 governors .... Arctic to become 50% wetter by 2100: study .... Nitrogen pollution jeopardizing NY marshland: report .... Million-year climate record within reach .... Enviro activism on rise in Russia .... Green biz travel increasingly popular with comps .... Obama admin released 2 new proposed rules, new policy on protecting critical habitat for threatened, endangered species .... Judges backed EPA on soot standard .... VT governor signed GMO labeling law .... Boston investor group helping low income areas get solar power .... New study links bee deaths to insecticides .... Antibiotic-resistant genes found in every environment tested: study .... WY rejected standardized teaching about climate change. (Isn't that where dinosaur bones were found?) .... Indonesia taking EU to WTO over biodiesel import tariffs .... Kyrgyzstan has gone without NG for over 3 weeks. Gazprom took over system in Dec for $1. Uzbekistan cut off NG, maybe to protest Crimea, Ukraine, Gazprom .... China interests buying 98-yr lease of Australia coal export facility for $1.6B. 140M tons shipped in '13 .... DOE: 2 more LNG export terminals to be approved "fairly soon". (We can barely cover our own demand now. What the heck?) .... More US coal being exported to Europe .... Tony "I just want my life back" Hayward voted permanent chairman of Glencore Xstrata.

FRIDAY OPEN ... Market down 32/11/5. Volume normal. WTI over $100, Brent over $108. Obama withdrawing trade preferences for Russia. Putin in Crimea today after yesterday's marching in Moscow .... (stock #s in %) EVSI up 89. CRGE up 25. PTOS up 22. CLNE up 12 with volume. AMRS up 12. OLED up 10 on news. ASTI, XDSL up 10 .... CSOL down 44. AMPD down 15. ABAT, SSOL down 11, ABAT maybe in buyville. ACFN, AMBT down 3, both new lows.

THURSDAY CLOSE .... Dow up 32, Naz down 16, SP down 2. Volume a little heavy. Putin and Russia still being stupid. Want war. Go fig. Paranoid. Romania tech boom raised pay 5x since '06. $100WTI, Brent $108. AIG had Cuba ties, agreed on fine. Venezuela to ration el after Colombia gas cutoff. US considered nationalizing banks: Geithner .... (stock #s in %) CGYV up 92. CNTO up 31. ENSL up 21. CRCL up 17. GWBU up 15. WWPW up 14. AMPD up 13. SCTY up 12 on volume after reporting, still under bottom lines. PSPW, PTOS up 12. SSOL up 11. AXAS up 1, new high on volume .... POWR down 62, new low on volume. Buy for long term and quick profit possibiliies. Definetely moving .... EVSI down 49, new low. TRKP down 26. GPRC down 22 on volume. MKTY, WSGP down 19. EMKR down 14 on volume. AMBT down 11, new low. BIOF down 11. QTWW down 11, new low. TSLA down 11, on volume and news. ABAT, AMRC, ASTI, LIME, PLUG down 7, some new lows. OPWR down 6, new low.

RAPID ARCTIC WARMING may be partly due to natural climate variations: study ... Kansas wheat in heat wave ... Over 1/2 of Chinese say they're environmentalists. Over 600M of us just from there. (I wonder how many Americans.) .... US views on climate change deviate from world norm: polls ... India cities have dirtiest air on earth: WHO study .... UN climate chief asking religious leaders to divest fossil fuel assets ... Nordex developing "smart" turbines with EIB Euro100M loan ... Shunfeng, Greenfield (Germ.) partnering on 900Mw solar development in UK by '15 ... Toshiba to bid for Alstom power grid business ... Falck Renewables (Italy) got OK to build 48Mw wind power in UK, France ... DOE awarded $141M to 3 US offshore wind demo projects. NJ, VA, OR ... RES Americas got DOI OK for 200Mw solar project on NV Native American land. Project to be bought by NV Energy for $438M ... MBB Clean Energy (China) wants $88M from share sale to finance biomass projects ... Abengoa to buy 25% of China water firm (Diversifying from wind biz.)... GDF Suez-led consortium won 1Gw French offshore wind tender ... Enel Green Power to invest $200M more in Mexican wind ... Windwaerts (Germ.) started insolvency process ... By end of April, Beijing had collected $14M in fines this year from polluters ... N Colo oil/gas drilling methane emissions 3x higher than EPA estimate: NOAA study ... California expanding its "Hydrogen Highway" for HFCVs ... German Cabinet approved green energy surcharge rebate for power-intensive comps .... Chesapeake aiming to trim $1M of cost for each new well this year .... Beverly Hills banned fracking .... Encana bought into Eagle Ford with $3.1B .... MD oyster population doubled since '10 .... AK banned king salmon fishing in Yukon R .... Enviros suing fed to stop drilling project in Utah national forest .... TSLA lost $50M in 1Q. Panasonic signed LOI for mega battery plant that will lower TSLA's battery costs 30%, besides assuring deliveries (the current problem as I understand it) .... EPA added 7 sites to Superfund cleanup list. Targeting 5 more .... US imports of heavy crude can't fall much more because of refineries geared for (invested in) heavy crude refining. US crude, though, now mainly light crude from fracking. US imports of light crude has virtually stopped. US light crude refineries using US light crude. (I think US may need another or 2 more new light crude refineries to handle the 1Mb/d more expected US light crude coming soon.) .... Deal to open 4 E. Libya (light) oil export terminals broke down. Their Congress voted to reject their new Prime Minister that they elected just hours after swearing him in. (These guys have gone nuts.) .... Swiss researchers made breakthrough in cellulose pre-treatment, (Ah, back to sanity.) .... Cal ethanol prices down near 1/2 since late March .... US Gulf of Mexico oil production on road to recovery. Next year's production to end 4-year slump after BP spill. New wells started production in Feb. Production estimated to increase 150Kb/d this year, another 240Kb/d next year. Capping system to prevent BP-like catastrophe ready for deployment .... Florida gasoline demand 3rd highest ever for time of year. Gas stockpile 7% lower than last year. Weak fuel infrastructure. Most comes via ship from Gulf Coast .... Vestas got 59Mw turbines order from S Korea. 3.3Mw turbines. Farm online late '15 .... Ireland teaming with Sustainable Development Capital (UK) to set up fund to invest $97M in energy efficiency projects. Returns from cost savings. 1st 2MEuro investment saving company 540KEuro/year on power bills with just lighting changes .... SCTY expects to install 500-550Mw rooftop solar this year, 25Mw over March forecast. Installed 82Mw in 1Q, up 78% over last year. Expects to install up to 1Gw in '15 .... Yingli got 30Mw order for several solar projects in Turkey .... Armstrong Asset Management (Singapore) expects to invest in 2 or 3 clean energy developers by end of this month, may spend up to $600M .... GE got 70Mw wind turbine order from Brazil .... JUHL buying 3.2Mw of wind power in Iowa for about $5M. JUHL owns about 22Mw of wind power in MN worth about $31M. (Their stock valuation seems low.)

THURSDAY OPEN ... Market up 79/39/9. Volume a little light. WTI over $100, Brent over $107. No sign Russia pulled back troops from Ukraine border: US. (So Putin lied, I guess. Huh. I guess he thinks we're idiots.) ... (stock #s in %) CNTO up 31. ENSL up 21. SCTY up 18 on volume, back over bottom lines (200-day). ZNNMF up 12, covered that recent gap down. PSPW up 11. NENE up 8 .... POWR down 60, huge volume, huge gap to new low, there must be news but I didn't see any. I would buy it on probable recovery, but I've learned to stay off the tracks while the train is coming. You never know. CERPQ down 26. GPRC down 17 on news, day 3 of plunge. MMMW down 14, new low. AMBT down 13, new low. EMKR down 12. EVSI down 11, new low. WTWO down 8, back to top 3 lines. TSLA down 6 after reporting, day 2 of plunge to near bottom lines (200s). AMRC down 5, new low.

WEDNESDAY CLOSE ... Dow up 117, Naz down 13, SP up 10. Volume heavy. WTI over $100, Brent over $108. Russia stocks, ruble up on Putin drawing back troops, calling to slow referendum in E Ukraine. (Way to go, Vlad. The right call.) Birds divorce rate on rise with global warming. NG $4.72 ... (stock #s in %) ONYX up 900 on 3K shares. (Sure saw that coming.) ZNNMF up 27, day 2 of rise off plunge to bottom. IFXY up 20. QTWW up 19, steadied after yesterday's plunge. ENPH up 12, back in top lines. MDDD, AMEL up 11. XDSL up 10. OLED up 7, bounce off bottom of last 2 days. PLUG up 4, may be bottoming .... ENSL down 45. CSGH down 32. CABN down 24, new low. LMRMF down 21. CERPQ down 19. WWPW down 17. NFEC, CRGE down 16. GWBU down 15, new low. LYSDY, SSOL, GPRC, CSUN, SATCQ down 12. SCTY down 9 before reporting after close. CPWY down 8, new low. OPWR down 7, new low. ASTI down 6, new low. FSLR down 5 after reporting. TSLA down 2 after reporting. Lost $50M. CREE down 2, new low. ACFN down 1, new low.

STUFF ... Climate change inaction will devastate much of arable US midwest, ruin livable climate for most Americans, create Dust Bowl conditions in S west, Great Plains: Climate Assessment Report ... New map of world's glaciers holds grave sea level rise warning ... Rising CO2 saps crops' nutritional value: study. "Enormous public health prob." ... Stanford to divest $18B coal assets endowment ... Credit Suisse committing $200M to Clean Power Finance fund for US residential solar ... CSIQ raised 1Q shipment, revs guidance, sees gross margin at low end of range ... Shunfeng PV looking to raise debt, equity to expand ... Siemens got wind turbine service contracts for over 930Mw from PEGI for 10 yrs. Over 400 turbines ... NRG Yield $4M loss 1Q from its clean/ren unit. $4M profit last 1Q ... Skypower (Canada), FAS Energy to develop 3Gw utility-scale solar in Nigeria ... Solar World swung to 1Q profit v. 1Q13 ... SUNE signed 15-yr PPA with Statkraft for 88Mw - 6 plants - UK solar portfolio ... Chicago's EV chargers out of service ... Since Oct, Okla had more earthquakes (from fracking?) than Calif ... Large power transformers grid's weakest link ... OH voters rejected local fracking ban for 3rd time ... Fracking ban aimed at city in heart of Barnett Shale ... Pro-fracking coalition raised $770K to fight Colo ballot initiatives ... US appeals court ruled EPA has "wide latitude" to decide on biofuel blending mandates under RFS. Rejected oil industry claims that requirements set too high, RINS too expensive ... Small scale coconut biodiesel production powering Fiji villages. Cheaper than fossil diesel ... Marcellus Shale production now 14BCF/d. 1.2B in '07. 20B expected by '20 ... Euro oil demand at 20-yr low last year ... China to try to make diamonds from smog. Testing next year in Beijing. (Smog sucking machine, ionic filters, etc.) ... White House asking biz leaders to boycott Intl Econ Forum in St Petersburg (Russia) later this month ... Dominion bought 32Mw of solar in TN. 2 Strata Solar projects. TVA buying the power ... Good Energy Group (UK) bought $849K stake in Wales Tidal Lagoon project. Est cost $1.2B for 320Mw. Expected online in '18 ... EPA employees have been watching porn on the job, selling jewelry from office, raking in paychecks without working: agency watchdogs. (I hope THAT will change!)

WEDNESDAY OPEN ... Dow up 26, Naz down 40, SP flat. Naz nearing bottom lines again. Volume heavy. Sell in May and go away may be working. Putin pulled back troops from border. Yellen speak: more accomodation. German factory orders down (Euro may be too high). WTI over $!00, Brent over $107 ... (stock #s in %) QTWW up 36 on news. NORX up 17. EWRL up 16. XSNX up 15. MKTY, AMEL up 11. CNTO, ENPH up 10 .... CSGH down 32. CABN, CERPQ down 19. WWPW down 17. IFXY down 16. GWBU down 15. HYGS down 13 after reporting. GPRC down 12. ENSL down 10. SCTY down 4, reporting after market close. FSLR down 3 after reporting. CREE down 2, new low.

TUESDAY CLOSE ... Market down 129/57/17. Volume up close to normal. WTI stayed under $100, Brent went under $107. NG $4.78 ... (stock #s in %) CSOL up 98. JUHL, CABN up 27. ZNNMF up 24. SATCQ up 14. LEOM up 12 .... QTWW down 52, volume, news. AEIS down 21. DSTI down 17. KIOR, MKTY down 16. TMEN down 12. HIIT, MDDD down 10. SCTY down 5. TSLA down 4 ... Bill Gates for president, George Clooney vice president.

NATIONAL Climate Assessment Report: climate change happening now. Impacting wallets, quality of lives. More severe weather. Over 1/2 US population vulnerable ... PEGI offering up to $400M of stock ... Beijing bureau fined comps that violated air pollution standards over $1.7M in 1st 4 mo this yr, double over last year ... EC Parliament approved law to stop invasive species of plants, animals, insects, critters from entering EU. Those caused by climate change get a pass ... Solar Inc got C$115M loan for Ontario projects ... Cape Wind project now "litigation free" ... E Antarctica more vulnerable than expected to long-term thaw ... UN Secretary General urging greater climate action ... Schumer would support NY fracking if Cuomo does ... FSLR to build 43Mw farm for EDF ... GE bid for Alstom "not sufficient": Hollande ... US NG production grew by 7% in '11, 5% in '12, 1% in '13. ~75% of growth from Marcellus. Near everywhere else flat or declining. (So, yea, let's export to Europe.) ... Brazil ethanol exports to US up 77% in April v. March. To 137M liters ... Taiwan phasing out B2 mandate ... US imports of biodiesel 525M gal in '13 v. 61M in '12 ... New nuke reactor now online at China plant. Unit #2 of now 2.1Gw plant. Units 3, 4 to start up in '15. China total nuke power cap now 17Gw. 19 reactors ... SZYM comm production to start in Brazil this quarter, pushed back from 1Q. May be buyable stock here for long term ... Gamesa to supply 48Mw of turbines for China wind project. Online by yearend ... Atlantis Resources (Singapore), RusHydro (Russia) unit to develop tidal power in Australia. Atlantis also working with Dongfang in China tidal testing ... Caterpillar financing Asia Biogas waste-to-energy plant in Thailand. 2.2Mw project already under construction. Expected startup early '15 ... Suzlon got 99Mw order from PowerWorks for wind projects in Cal, IL ... BP's GOM oil spill killed est. 800K birds: study. (No way to tell accurate #.) ... Coke to remove element found in flame retardants from drinks. (Yea, believe it. I guess they didn't want us to burn up. Thanks Coke. I think Pepsi too doing it. Thanks Pepsi if you are.) ... Global offshore wind market to grow 6x by '20: HSBC ... Nokia launched $100M smart car fund ... Wacker-Chemie polysilicon unit more than tripled EBITDA to Eur180M 1Q v. Eur52M yoy.

TUESDAY OPEN ... Market down 64/8/4. Volume light. WTI under $100, Brent under $108 ... (stock #s in %) CNTO up 66. LEOM up 12. ZNNMF up 9. KNDI up 6. CREE up 3 .... CERPQ down 19. CRCL down 17. AEIS down 16 after reporting. EWRL, KIOR down 10.

MONDAY CLOSE ... Market up 17/14/3. Volume light. WTI under $100, Brent under $108 ... (stock #s in %) CSKH up 42. WTWO up 30 off 3 top lines. WWPW up 25. CRGE up 20. AMEL up 19 on some volume, back to top 200-day line. NTCXF up 17, volume, back over all lines. DSTI up 16. ASPW up 14. CERPQ, GWBU, PSPW up 10. KNDI up 9 off top bottom line (200-day). SCTY up 2, bottom lines (200s) holding. TSLA up 2, back in top lines (50-days) .... ZNNMF down 39, volume, new low. CNTO down 27. EWRL down 20. PTOS down 19. LYSDY, CRCL, NGLPF down 17. SATCQ, SENY down 12. NORX, RNWEF down 10. PANL down 9, volume, new low. OLED down 9, volume, news, new low. PLUG down 9, getting back to buyville.

Gazprom reportedly behind Slovakia holding back NG deliveries to Ukraine. Uke getting very small amounts already from Poland, Hungary. But Slovakia govt doesn't want to rile Gazprom. Reportedly ... Putin signed law allowing oil/gas comps to have private armed security forces to defend their infra. (Big deal? What huge corp doesn't have a security force?) ... China already top world econ: World Bank. (China doesn't want the responsibility. Tried to suppress the report. Reportedly.) Based on PPP, whatever that is. And exchange rates. India gone ahead of Japan for 3rd ... China wages up 11% in '13. Expecting same for '14. Higher prices coming. (What's new?) ... US, Canada only countries in world to award birthright citizenship. (Isn't that a little 19th century?) ... UK to pay homeowners for energy efficiency measures ... Mercedes EV sedan coming to US in July ... Dominion seeks to recover ~$300M in polar vortex fuel costs from customers ... Kansas House blocked last-minute attempt to nullify renewable fuel standard ... Berkshire Hathaway unit to buy Alberta power comp ... Canada cautioning over dearth of fracking health data ... 8Kb/d drop in US crude production week before last: EIA. (Maybe adjusting back to states' real data.) ... PIpeline replacement in Kazakhstan to take up to 2 yrs. Giant oil field on hold. (Kazakhs could come apart by then.) ... Vietnam protesting China rig placement in disputed waters ... Iraq elections over. Only 14 killed on election day ... 2nd of 2 small oil export ports supposed to open this week in Libya. Combined cap 140Kb/d. Tribesmen ended blockade of 340Kb/d oil field. But another group still blocking pipeline to coast. New prime minister elected over weekend. But confusion over vote validity ... BG warned its Egypt NG biz about to collapse. Cairo owes them $1.4B, took all BG NG production in 1Q for powergen. BG couldn't export any LNG for revs ... ~60% of 94Gw China added in '13 was clean energy ... Converting low-grade coal to methane makes 82% more carbon emissions than burning the coal for power. 18 new such plants approved in China. (So why the hell do they want to do that?) ... Early results from offshore Angola drilling show may be 400-700M bls in region. (Yay! More expensive-to-get oil to further pollute the planet. Woo hoo.) ... Suncor, Valero poised to use only N Am crude in east Canada by '15 ... Cold winter in east US pushed Exxon's avg NG sales prices up 49%. (I would say nice gouging but for their losses the rest of year.) ... US Silica sold 1.3M tons of sand to oil/gas industry (for fracking) in 1Q14, up 45% yoy. Customers want 4x, 5x more ... Only 3 comps voluntarily reporting production data in Bakken concerning rail shipment safety ... Senators who drafted law to support Keystone XL got $21M from oil industry. (Um, is that too obvious?) ... Total, CNPC, Russia comp investing $27B to develop 1 of world's biggest LNG export facility in Siberia Arctic ... Canada's BC govt wants at least 3 LNG export facilities built by '20. Basing future revs, jobs forecasts on 5-7 facilities. (73M more tons/yr GHG emissions.) ... Alberta oil sands release 101M tons GHGs/yr ... Not enough NG pipelines from Marcellus to N East US to keep power prices down ... Total US el sales down 4 of 5 yrs '08-'12 ... Mexico released new rules for oil/gas sector. Should attract guick intl investment. Mex oil production down 25% '04-'13 ... Gazprom production down near 8% in March to 40BCF/d. Russia oil production down .2% in April. 4th monthly decline in row. (Winter.) ... US' N East emergency gasoline storage facility to hold ~1M bls. Costing $215M to build ... Siemens to supply 270Mw for Ontario wind project. Samsung unit, PEGI consortium. Kansas nacelle assembly ... Natl Climate Assessment Tuesday ... Spam fighting big-headed Cal ants. (Can't make this stuff up.) ... Ozone levels will rise dramatically as climate warms: study ... Scientists working on creating farm animals that can adapt to global warming ... Chinese soot causing haze in Alaska sky ... NJ has given out less than 1/4 of $1.8B Sandy fed aid ... Cal city plans to restart closed desalination plant ... Fed judge dismissed latest attempt to prevent Cape Wind project ... Gamesa won 144Mw turbine order in Brazil. 6 projects ... Tribute Resources sold 10% stake in 105Mw Ontario wind farm to Capital Power ... Clear Edge Power (Cal fuel cell developer) filed bankruptcy. Owes over $16M.

MONDAY OPEN ... Market down 8/2/3. Volume light. WTI under $100, Brent under $108. EU reduced Euro growth forecast ... (stock #s in %) WWPW up 26, back over all lines. WTWO up 20 off top 3 lines. CERPQ, GWBU up 10. NTCXF up 8 over 50-day lines to top 200s. TSLA up 2 .... PSPW down 36. ZNNMF down 33, new low. CNTO down 20, new low. EWRL down 19. NGLPF down 17. SATCQ down 12.

FRI CLOSE ... Mart down 45/3/2. Volume light. Naz knockin up agasint bottom top line again. WTI under $100, Brent under $109. NG $4.68. Battles in Ukraine. US workforce participation lowest since '78 ... (stock #s in %) CNTO up 38. WSGP up 36. DSTI up 31. WPRT up 24 after reporting, on volume, leap off bottom. XDSL up 22. CDTI up 18, jump off top bottom (200-day) line. CPWY, GWBU, SENY up 14. AMPD, EFOI, QTMM up 12. MXWL up 10, new high, after reporting and upgrade. AXPW up 10 .... WTWO down 23, back on 3 top lines. WWPW down 21. RBCN down 16 after reporting, volume, back to Nov, Dec lows. PRHL down 16. CABN down 14, new low. JUHL down 13. AMBT down 10, new low. ECAU down 10.

Atmos CO2 exceeded 400 PPM all of April ... Recent FL rainfall "historic": NWS ... TX grid to add 8.6Gw more wind power by '17 ... PEGI bought 179Mw TX wind project for $125M ... CSIQ got C$115M loan for 3 solar projects in Ontario - total 30Mw ... Prokon (Germany) filed bankruptcy. Wind turbine maker, wind farm developer ... Triangle Gallegos (TX) won bid to build up to 500Mw of wind power in NM ... NV Energy looking at closing 3 of 4 coal power plant units in S Nev by yearend ... Indian Solar Manufacturers Ass wants 30% anti-dumping duty on solar imports ... Hawaii utility ordered by regulator to add more clean energy as rooftop solar remains stalled ... DOI, NFS projecting $470M shortfall to fight wildfires ... US corn crop more sensitive to drought: report ... NextEra Energy to form separate comp for its clean/ren energy portfolio ... Oklahoma City seismic swarm linked to 4 disposal wells: study ... Consol putting future growth all on NG ... Conoco to spend $1.7B to rejuve N Slope ops ... 1 of Canary Islands will be 1st island in world to be fully powered by clean energy. 11.5Mw wind project comes online next month. Pumped water storage hydro for 24-hr power. $75M. Getting off diesel powgen ... Oklahoma new law allows regulated utilities to charge customers who install solar, wind power. Exempts customers with installs already. (This is a little off. The presumption is they have to pay for the infra used if they send excess power to grid. But hardly any residential installs make enough power to send power to grid. Should be only a charge on those who can send power to grid. Just my opinion.) ... Siemens supplying 97Mw of turbines for Peru wind project ... Jinko supplying 100Mw of solar panels for 2 Chile projects, 60Mw and 40Mw ... Demand for India clean energy creds fell to 7-mo low. Comps have until next March to comply with targets ... Another dismal snow reading at end of Cal wet season ... Argonne Lab created new center to tackle climate change, disaster plans ... DOE establishing N East gasoline reserve for extreme weather events. (May be another reason pump prices so high lately.) ... CSX coal train derailed in MD today. Bad week for CSX ... Snow removal continues at AK oil spill ... Toyota gave startup $7.2M to speed up hydrogen stations in Cal.

FRI OPEN ... Dow down 17, Naz up 14, SP up 6. Volume normal. 288K new jobs April, unemployed 6.3%. WTI over $103, Brent over $107 ... (stock #s in %) CNTO up 38. DSTI up 31. WPRT up 19 with volume, reporting, leap off bottom to over bottom lines (50-days). GWBU up 14. XSNX up 12. MXWL up 11, new high, on volume, upgrade, reporting. XDSL up 11. NAMG up 10. NENE up 6 .... BLQN down 42. NGLPF down 22. MKBY down 16. CABN down 14. RBCN down 13 after reporting, back to double bottom of last year. JUHL down 12. MMMW, UBRG down 10, both new lows.

THURS CLOSE ... Market flat and mixed. Volume normal. WTI over $99, Brent over $107. US GDP up .1% 1Q ... (stock #s in %) TRKP up 50. MGLT up 48. USEI up 41. BFRE up 32. HIIT up 26. BLQN up 23. KIOR up 22. CABN up 16. EWRL up 14. TMEN up 13. FNVRF up 11. SCTY up 2 .... ASPW down 23. XSNX down 20. CNTO, XDSl down 18. CERPQ down 15. MDDD down 13. PEIX, GWBU down 12. ASPW, MMMW down 10. ABAT down 7. ACPW down 2, new low. CREE down 1.

Costs $104.5/bl to produce non-OPEC crude. $114 in '12. (We're out of cheap crude, pards. Yet, WTI under $100 today and oil comps still making profits. Take news with salt and add thought.) ... Oil in James River from train derailment. Man o man. (My brother the railroad guy thinks there may be track sabotage.) ... SPWR best positioned to succeed globally: analyst ... Georgia (the country) pushing for fast track to NATO ... Shale gas drillers living on junk bonds to stay on tread mill of losses hoping for higher NG prices ... Exxon, Chevron, Shell spent total $120B to boost production in '13. That's what it cost to put man on the moon. Profits dropping ... EIA predicts clean/renewable energy to be 16-27% US powergen capacity by '40. (Should be more than that.) ... Energy efficiency the most cost-effective way to meet GHG emissions targets: report ... US has potential to double hydropower cap: DOE ... China plans to incorporate high polluting regions into emissions trading ... Exelon buying Pepco for $6.8B ... UK set to lead Europe's utility-scale solar mart in '14. 120 projects recently approved, many targeting completion next 12 mo. 444 large-scale projects at various planning stages. 325+ solar plants in Mw class already operating. 60 over 10Mw. Existing solar portfolio valued ~$4.2B. (Probably over 1Gw.) ... US put ~75BCF into storage last week, ~30% above week's norm ... Iran kicked out CNPC for "lack of commitment" on oil field development ... Turkey says Kurds allowed to export oil ... US Jan biodiesel production down almost 50% from Dec to 70M gal: EIA. 89 operating biodies plants, cap 1.9B gal/yr ... Wisc research project to create ethanol from dairy waste. (Now THAT is a good idea. If it's excess waste after soil fertilization.) ... Pump prices drove Sao Paulo folks to switch from ethanol to gasoline. Local ozone levels dropped 20%. NOx, CO levels went up ... Tanzania's 46TCF of NG reserves expected to reach 200TCF next 2 yrs. Pricewaterhouse Coopers predicts high LNG exports within a decade. Their econ growing over 7%/yr. Exxon, Statoil, others developing ... Israel expected to start exporting NG in '16 ... Turkey gets 2/3 of its NG from Russia ... NG processing in Bakken up to 1.2BCF/d end of '13. Still over 35% of NG being flared. $100M/mo loss. Natl flaring avg. under 1% ... ND Feb oil production over 951Kb/d. Near all from Bakken, 3 Forks. NG production ~1MCF/d ... Petrobras' April offshore production in controversial new field 428Kb/d. Another platform online in Mar. (It's expensive, but majors may take another look at next auction.) ... Putin threatened retaliation against western oil/gas comps ... Bakken produced its 1Bth bl. ND 852M, MT 151M. 2/3rds in last 3 yrs ... ACCIONA got Eur77M contract to build 46Mw fuel oil fired/ICE peak plant in Baja. Innovative NOx emission control ... EnergySavvy got $7M in latest round. Demand-side energy efficiency software for utilities ... First Wind closed finance on 148Mw, $369M Maine project. Online 4Q15. Vestas turbines ... Strata Solar completed 9 utility scale projects in NC. Used up to $100M tax equity from Wells Fargo. 3 plants at least 6Mw. 35% NC renewable energy tax cred ... Mars partner with Sumitomo on 200Mw TX wind project. Online 2Q15. To offset all of Mars US energy use. $345M ... Earthquake detection equipment could help track Arctic glaciers' ice loss ... 2 dead, 9 hurt in TX oil field explosion ... Possibly NG explosion in FL jail. 2 dead, 150 hurt ... EPA offering new round of grants for clean diesel projects ... UN calling for Great Barrier Reef protection from dumping plan for offshore coal export facility ... Bond financing for clean/ren energy has come to halt in '14 ... Shunfeng PV bought Sunways inverter, BIPV units ... SUNE unit planning 117Mw Chile solar project ... DONG 320% rise 1Q net yoy to Eur214M ... Yingli raised $83M in share offer ... Iberdrola Renovables 27% drop yoy EBITDA 1Q ... PLUG raised $116M in offer.

THURS OPEN ... Market down 7/54/2. Volume light. WTI over $99, Brent $107 ... (stock #s in %) USEI up 31. MKBY up 25. PWDY, HIIT up 21. CABN up 16. CNTO up 13. SCTY up 4 on news. TSLA up 2 on news .... CERPQ down 17. MDDD down 13. AMLM down 11.