Tuesday, May 6, 2014

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.

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