MONDAY CLOSE ... Dow down 25, Naz up 10, SP flat. Volume normal. WTI under $106, Brent under $113. NG $4.48 ... (stock #s in %) FNVRF up 46, back to bottom lines (50-day lines). LEOM up 26 on news, may be coming out of double bottom from Nov. ZNNMF up 26. MGLT up 24. CCTC, GERS up 14. PTOS up 13. PEGI up 2, new high .... IFXY down 36. WSGP down 33. CRCL down 29. MKBY down 23. CBEH down 22. WTWO down 20. CSGH down 17. AMEL, AWSL down 16. DPSM down 14, new low. BSRC down 13. XDSL down 11. ECAU down 10.

US GREAT LAKES UP TO FOOT HIGHER over last year. Expecting 3 more inches rise over next month. Result of longer-lasting ice cover, heavy snowfall, rainy spring ... Low water level of Lake Mead already affecting power output of Hoover Dam ... District court judge blocked expansion of Arch Coal's Colorado mine. Regulators hadn't offered adequate reason for failing to analyze social costs of carbon emissions linked to the project ... EPA released proposal to phase out use of potent GHGs in refrigerants, air conditioning ... NY agency approved plan to borrow $511M from federal Clean Water State Revolving Fund to help finance new $4B bridge across Hudson R. ... Emperor penguins on path for sharp population declines by 2100: scientists ... Deforestation intensifying in Indonesia wetlands ... Large majority of young Republicans believe in climate change: poll ... Appeals court tossed hazardous waste exemption for refineries ... Canadian Solar (CSIQ) supplying 12.6Mw of modules for Turkey project ... NY towns can ban fracking: NY Supreme Court ... China now world's largest solar PV market, passing Germany. 38.7Gw solar PV installed globally in '13. Total now installed 140.6Gw. China installed 12Gw in '13, up 232% on year ... Shale oil locked in rock. Oil shale is rock made up largely of ancient algae. Oil shale produces oil when heated to 5K*F. Produces ~1/2 energy of coal. Bigger carbon footprint than conventional oil, natgas or shale gas ... Estonia relies on oil shale for 84% of its power gen ... Could be as much oil in oil shale deposits in Colo, Utah, WY as rest of world's proven reserves of conventional oil. ~1/2 thought to be recoverable (est. 1.5T bls) ... Illinois providing $30M for purchase of solar power for IL power customers ... Westerly Wind sold TX wind project to First Wind. Up to 400Mw potential ... Alstom 80M Euro contract to supply 90Mw of 3Mw wind turbines for Poland project ... Camco Clean Energy may sell up to 750 batteries for energy storage over next 18 months. Receiving interest for 5K batts from around world. Vanadium-flow batts last up to 20 years ... Vestas won orders for 450Mw for 2 EDF projects in US. Both online 4Q15 ... US military installations at risk from eroding coasts, global warming: GAO ... Minnesota 1st state to require 10% biodiesel blend at pump ... EPA tightening Arizona emission caps to improve visibility at national parks ... Some ocean bacteria produce substance resembling flame retardants: study ... Male turtles exposed to BPA develop feminized organs: study ... Los Angeles expanding plastic bag ban to small grocers ... Innovative Solar Systems (US) got Duke Energy contract to build 80Mw solar project in N Carolina ... Electrica (Romania) closed IPO in London, Bucharest ... Next Era Yield Co (NEP) shares up 28% on NYSE debut ... Africa Development Bank to loan $142M for 100Mw concentrated solar project in S Africa ... Hareon (China) targeting $611M from share sale to establish solar PV module distribution JV with S Africa comp ... GCL Poly net loss $23.4M for FY14.

POLICIES CURBING GLOBAL WARMING can boost economic growth, create jobs, save millions of lives: World Bank President. Policies to reduce CO2 emissions in Brazil, China, India, Mexico, US, EU would increase global GDP $1.8T/yr ... Clean/renewable power 14% of total US power gen 1st 4 months '14. (~34% including nuclear.) ... Warmest May globally in over a century. Oceans also set heat record: NOAA ... Costs of power outages in US up to $150B/yr. Up 285% from '84. (Isn't almost everything?) US grid worth est. $876B. More than 70% of transmission lines over 25 yrs old. Avg. power plant over 30 yrs old ... Oil prices have 94% chance of going up 25-36% next 3 mo to year: charting expert. (Maybe he'll be wrong.) ... SInohydro to build 124Mw hydropower plant in Bolivia. Online in '18. $235M ... Pattern Energy (PEGI) bought 38.5% stake in 115Mw Chile wind project from AEI. Brings PEGI stake to 70% ... French initiative will facilitate loans for clean/ren power, energy efficiency, other projects in Jordan ... REC Solar, Kaua'i Island Utility Coop broke ground on 12Mw solar project. Online in '15. 6Mw lithium ion batt storage system ... OPIC approved investment guarantee of up to $230M for 141Mw First Solar (FSLR) Chile plant ... New $7B transmission line boosting wind power from west TX to east TX cities. Completed last year. 3,500 miles. TX hit 10Gw wind power capacity in March ... Sun Edison (SUNE) closed $190M finance for 73Mw Chile solar project. $48.9M from OPIC, $50.3M from IADB, $16M from Clean Tech Fund, $39.8M from Chile bank. Also local value-added tax facility worth $35M. Online later this year ... Brite Energy Solar got $14.2M in finance round to expand business ... Boralex (Canada) closed $194M finance for 2 wind projects in Quebec. 75Mw total. All online by late '15 ... Caribbean needs up to $30B investment to cut reliance on fossil fuels, expand clean power: Caribbean Development Bank. $20B needed next 5-10 years to replace power plants, upgrade grid. $10B to improve roads, airports, "climate-proof" infrastructure ... UK audit questioning $28B for 8 clean/ren power projects. 5 offshore wind, 2 coal-to-biomass, 1 biomass heat & power. "Too generous to developers."

MONDAY OPEN ... Dow down 20, Naz up 8, SP up 1. Volume slightly light. Argentina on brink of default, $539M due ... (stock #s in %) FNVRF up 51. ZNNMF up 29. XSNX, PTOS up 13. AMSC up 7 .... AWSL down 37. CRCL down 29. CBEH down 22. WSGP down 19. BSRC down 13. AMLM down 12. XDSL, SOPW down 11. NFEC, CNTO down 10.

FRIDAY CLOSE ... Market up 5/18/3. Naz volume super heavy. WTI under $106, Brent under $114. NG $4.40 ... (stock #s in %) MGLT up 77. CSOL up 31. CNTO up 25. SATCQ up 24. AMEL up 20. CBEH up 16 on news. BFRE up 16. MDDD up 14. ENSL up 12. JUHL up 11. LEXG up 10 on news. BBLU, NORX, PWDY up 10. MKTY up 9. QTMM up 3, new high. SUNE up 1, new high with volume, news .... ECAU down 20. AMPD down 16. POLR down 15. KIOR down 12. PSPW down 11. MMMW down 10. ABAT down 9.

IEA FORECAST RELIES ON IRAQ providing 60% of OPEC production growth this decade ... Lord Stern (not Howard. The UK one) warned current econ models fail to take latest climate change science into account ... World Energy Council reported world energy system threatened by global warming climate change. Power plants more vulnerable from droughts ... Low water levels on US Great Lakes threatening regional econ: report ... First Solar (FSLR) got $290M of loans for 141Mw Chile solar farm ... Zurich Insurance Group closing US climate change office after 6 yrs. To help persuade biz to press public officials for solutions to climbing disaster losses ... Maryland Energy Admin released road map for microgrid deployments. Part of strategy to withstand future storms ... Toyota expediting FCVs rollout ... Soft corals may help protect reefs from acidic oceans ... Researchers pinpointed virus strain that causes bee deformities ... India NG pipeline explosion killed 15, destroyed houses ... TX pipeline explosion injured 1, damaged power plant ... EPA moving on regs to cut GHGs used in refrigeration ... EPA science advisors endorse tighter ozone standards ... NC ordered Duke Energy to fix more leaking pipes at coal ash dams ... US Ex-Im Bank under Republican attack ... German lawmakers voted to reduce clean/renewable energy subsidies. Limits onshore wind, biomass; lowers targets for solar, offshore wind. Merkel plan to shut down nukes by '22, increase clean/ren to at least 80% by '50 ... Brazil ethanol production up 14% 1H June. 1.72B liters. Dry weather helped harvest, harmed crop ... Impending US bumper corn harvest pushing prices down to $4/bushel. (Maybe we can afford to eat some again, though it's GMO'd.) ... 1st commercial biofuels-powered flight from Sweden ... UK biofuel consumption up 22% on year. Q1 387M liters. Biodiesel most of increase ... Pacific Ethanol (PEIX) only interested in small-scale cellulosic ethanol plants. No more than 10M gal/yr each ... Thai energy price reform may in end force ethanol plant closures ... Nigeria offering to step in if Russia NG to Europe interrupted ... Golf ball dimples reduce drag. Cut air resistance in half at low speed. Affect reverses at high speed. (Um, wondering what reversal speed is.) MIT coming up with changing dimples. Stiff outside, soft inside. ( I can envision a dimpled Aeronca Champ.) ... Boralex closed $194M finance for 75Mw Quebec wind projects. (Kinda pricey.) ... Caribbean needs $30B investment to cut fossil fuel use ... UK audit questioning $28B clean/ren power projects ... Russia solar auction outstripped wind, hit 470Mw target ... 6-8Mw turbines to dominate UK wind market within a few years: Carbon Trust ... Domestic, legal action open to Italian PV investors after retro FIT cut ... UK overpaid for early CfD contracts: Natl Audit Office ... Statkraft offering 6B Euros of medium-term notes ... Clean/ren almost 20% of UK power gen in 1Q14. Up 9% yoy ... Brazil's Ancel got requests for 286Mw of wind farms ... Bright Source, Alstom got $808M finance for Israel CSP plant ... Windiga (Canada) got govt backing for $50M Burkina Faso solar plant ... Denmark to launch new $1B green fund ... Avantha (India) got 150M Euro offshore N Sea wind project contract.

FRIDAY OPEN ... Dow down 14, Naz up 6, SP flat. Volume very light. WTI under $106, Brent under $114 ... (stock #s in %) MGLT up 54. CSOL up 31. CNTO up 25. SATCQ up 19. MDDD up 17. LEOM up 13. NORX, PWDY up 10 .... WWPW down 30. ECAU down 15. BSRC down 14. KIOR down 11. ABAT down 8.

THURSDAY CLOSE ... Market down 21/0/2. Lighter volume than yesterday. WTI under $106, Brent under $114. NG $4.43. Go Pro IPO: $3B ... (stock #s in %) CRCL up 30. AQNM up 29. AWSL up 29 off all lines. BLQN up 27, ditto. CSGH up 27. BSRC up 22. KIOR up 18 off bottom. MMMW, UBRG up 14. CCTC, PSPW up 12. ABAT, CBWP, HOKUQ up 10. CSUN up 8, in bottom lines (50s) .... PPRW down 30. CSOL down 26. CBEH down 23. CNTO, MGLT down 20. (Buyville for MGLT believers.) WTWO down 16. MDDD down 15. BFRE down 14.

HOTTEST EVER MAY GLOBALLY. 39th consecutive May warmer than 20th century avg. 351st consecutive month global temp hotter than 20th C. avg ... Moscow secretly working with groups opposing fracking to maintain Europe's dependence on Russia energy exports: Secretary-General of NATO ... Natgas fields globally may be leaking enough methane to make the fuel as polluting as coal for global warming over next few decades ... Sharp developing solar cell that can reach 60% efficiency. Solves problem of waste heat. Too thin to soak up much light. Works on single light wavelength. In theory increases cell's volt output over 2x. Gallium-arsenic, stack array ... DOE announced final energy efficiency standards for furnace fans ... Mediterranean region struggling with heat, sea acidification, jellyfish blooms ... Concentrated solar power could serve as competitive base-load source in some countries: report ... Gore pushing Australia emissions trading system ... 72% of Australians want to keep or expand clean/renewable energy target of 20% by '20 ... Britain's kelp forests could be destroyed within century by global warming climate change ... Climate change bad for Alberta frogs, helps coyotes, crows ... Minimum 20Gw new power gen capacity must be added to Russia grid next 2-4 years to meet increasing demand ... Colorado city voted down fracking ban ... Shale gas now 1/2 of all US production ... World GDP up 27.7% '05-'13: IMF est. ... Neonicotinoid pesticides key in decline of bees: scientists. Threat to nature same as once posed by DDT ... Branson: "we're killing the world" ... Europe hitting E5, E10 blend walls ... Steal less, invest more, run a fair game and by all means sell the NG pipeline system that Moscow uses to keep Ukraine in line: overriding sentiments at Ukrainian Energy Forum. Pipeline system worth $20-$30B ... Eni got contract for another offshore exploration block with Petro Vietnam. Eni already ops 3 other offshore exploration blocks there ... AES selling 45% stake in power plant, development projects in Philippines to Thai comp for $453M ... US can't afford to abandon coal: Institute for Energy Research ... El Salvador awarded 94Mw of solar contracts. 3 projects online in '16. $101-123/Mwh. Contracts worth ~$300M ... Pattern Energy Group (PEGI) increasing stake in 115Mw Chile wind project to 70%. $45.3M for 38.5% stake, assume $87M debt ... Canadian Solar (CSIQ), Samsung unit to build 140Mw solar plant in Ontario. Online 2H15. CSIQ should generate ~$280M revs from project ... Mitsubishi unit, 2 partners to build 52.5Mw solar plant in Jordan. Online in '16 ... Capture Solar raised $107M for India 75Mw solar park to supply businesses suffering from rising coal power costs. Online March '15. Will charge ~10 cents/Kwh. Coal power prices up avg. 40% since '10 ... Demand for Indian clean/ren energy credits rose to 3-month high this month after utilities were slapped with fines for not pursuing clean/ren power targets ... PCB levels declining in Lake Michigan coho, chinook ... Tepco pledging to restart reactors ... Welspun to invest $1.83B in 1.75Gw wind, solar pipeline ... KKR-Acciona Yield Co to deploy up to 1.25Gw clean power next 3 yrs ... Italy adopted decree to cut solar FIT for nominal capacity over 200Kw 8-20% from '15 ... Next Step Living - Boston energy efficiency comp - raised $25M in funding round ... Chile targeting 1.2Gw clean/ren power by '18 ... Merkel resisting EU clamp-down on clean/ren subsidies.

THURSDAY OPEN ... Market down 93/21/9. Volume very light. WTI under $106, Brent under $114. Iraq violence seen sparing oil supply ... (stock #s in %) AWSL up 29. CSGH up 28. BLQN up 27. BSRC up 23. KIOR up 10. POWR up 4 on upgrade. CSIQ up 4 on contract .... CSOL down 29. PTOS down 27. ENSL down 26. MGLT down 23. NORX down 20. WTWO, ZNBR down 16. CBEH down 11.

WEDNESDAY CLOSE ... Market up 49/29/9. WTI over $106, Brent over $114. NG $4.57 ... (stock #s in %) PTOS up 77 on news. WTWO up 50. ECAU up 44. CNTO up 25. POWR up 21 on volume, news. NORX up 17 on news. BFRE up 16. CREG up 13 on volume. IFXY up 13. CCTC up 11. CABN up 10 .... AEHI down 66. CBEH down 37. CSGH down 35. NGLPF down 19. LEOM, UBRG, ZAAP down 12. GERS down 11. XDSL down 10.

DROUGHT TAKING TOLL on hydropower gen in California ... Calif drought "fluke of nature": record coho salmon migration ... "Bee killer" chem found in home, garden stores: report ... Japan's hardest-hit Fukushima areas will be safe in '21 ... US Commerce Dept granted 2 TX comps permits to export oil condensate distilled during production ... DOE has no strategy to "proactively" overcome barriers to develop prototype of advanced nuke reactor. Could put project "on hold indefinitely", result in lagging US nuke industry: GAO ... Many coal mines won't be required to obtain Clean Air Act permits after Supreme Court rule on EPA CO2 rule ... Ohio helping develop "clean coal" power plant ... Rooftop solar leases scaring homebuyers. Solar adds avg. $25K value to home: LBNL study. But lease a liability to potential buyers. (Lack of understanding.) ... EON started $204M wood-fueled power plant in UK. 30Mw. (Really, $7/w for wood emissions.) But also hot water for local heat network online early '15 ... Japan to provide $17.6M for new trust fund in Asia Development Bank to promote low-carbon techs in region ... Isuzu, Euglena partnering to develop new kind of biodiesel using algae. Won't have to be mixed with fossil fuel. Goal of commercialization by '18 ... Voltalia (France) to raise up to $213M in share sale to finance wind projects in Brazil, France. They now have 291Mw - 11 projects - in construction in Brazil. Developing 120Mw more in 2 more projects. Also 2 10Mw projects in France ... UK's GIB 1B Pound fund to aid offshore wind industry recycle capital ... Greencoat UK Wind buying 2 wind farms for 96.2M Pounds ... France to sell 3.1% GDF Suez stake to finance Alstom investment ... Australia's clean/renewable share of power gen up to 14.76% in '13 from 13.14% in '12. Hydropower 55% of clean/ren gen ... Construction of Geronimo Energy's $350M N Dakota wind project delayed for year ... First Wind bought stake in 500Mw TX wind project ... Duke Energy to develop 52Mw solar project for Washington DC universities ... Ikaros Solar (Belgium) setting up JV with 2 Indian comps to develop 500Mw solar power next 5 yrs.

WEDNESDAY OPEN ... Market up 42/(1)/1. Volume light. WTI under $106, Brent under $114. US Q1 GDP down 2.9% in last revision ... (stock #s in %) CREG up 33. ECAU up 32. NORX up 29 on news. CNTO up 25. POWR up 20 on volume, news. AMEL up 20. BFRE up 16. PTOS up 15 on news. CCTC up 14. POLR up 9. ASYS, HIIT, AMTX up 8. AMPD up 7 .... TMEN down 28. CSGH down 27. MDDD down 18. PRHL down 17. XDSL down 10.

TUESDAY CLOSE ... Market down 119/18/12. Volume normal, but higher than recent. WTI $106, Brent over $114. NG $4.56 ... (stock #s in %) CSGH up 112. CPWY up 38. CSOL up 33. TMEN up 22. EWRL up 18. AMPD up 16. NGLPF up 12. XDSL up 11. NAMG, POLR, LEXG up 10 .... CREG down 30. PTOS down 25. WTWO, CNTO down 20. PWDY, ZNBR down 16. AQNM down 13. AMTX, BSRC, CCTC down 12. MGLT, ZNNMF down 11. AMEL down 10.

UNCHECKED GLOBAL WARMING could put 1-5% of Florida coast below sea level by 2100. 15-20% in Louisiana. New report from coalition of senior political, economic figures from left, right, independent including former Treasury secretaries including George Shultz. Entire states in US southeast, Corn Belt may lose much of their ag. Spending time outside in summers will become physically dangerous, throwing construction, tourism into turmoil. Trillions of dollars at risk. Colder states will gain ag. Ocean rise of 6-8 ft can't be ruled out. 40% of US folks live on coasts. (Why do we want to take the chance to see if all these predictions are wrong? The United States was born on a big risk. But ever since has worked on eliminating future risk and making life better for future generations. Let's keep doing that.) ... US Supreme Court decision yesterday (7-2) said EPA could regulate sources of GHGs as long as sources would already need permits for emitting conventional pollutants. Exempts millions of schools, apt bldgs, businesses, etc. EPA will be able to regulate sources responsible for 83% of emissions. The other 5-4 decision said an agency has no power to "tailor" legislation to policy goals by rewriting unambiguous statutory terms. Bottom line: EPA got almost everything it wanted. But hamstrung on mine emissions ... Mayors of US' largest cities willing to act on their own to combat global warming. Tired of lack of states', Fed progress. Conference of Mayors unanimously approved global warming resolution ... World Bank report making $1.8T case for battling global warming ... No-till farming (herbicides sprayed on fallow fields for weeds instead of plowing under) may help cool global warming: research ... U of Dayton divested largest endowment yet from fossil fuel comps ... Obama calls New Zealand "excellent partner" in intl global warming fight ... Climate change threatening US juice grape industry ... Australia PM hopes to repeal carbon tax with new bill ... EU on track to meet '20 energy efficiency goals, could raise '30 target ... Wisconsin Energy buying Integrys Energy's regulated el, gas, transmission biz for $5.7B ... Critics asking FERC to consider climate before issuing more LNG export approvals ... World EV market to grow from $1B in '09 to $14B by '16: Frost & Sullivan ... NREL boosting lith-ion batts with nanotubes, nanorods. Improves performance, life. Tech licensed to Nano Research ... Expert sees 3 probs for US solar industry near future. Trade war, utility rate design, ITC extension ... Lake Mead went down 6 ft in last month. Going down ~20 ft/yr. At present rate, 10 yrs until AZ loses 50% of water supply, Tucson 72% ... India raised ethanol blend mandate to 10% from 5% ... Brazil's biggest clean/renewable energy producer got OK for 4 more wind farms. 78.2Mw ... Worries rising over safeguarding coal ash dumps as old power plants close ... As tablets, flat-screen TVs, laptops, etc. increase, total power use drops: report ... Oil pipe breach in E Kansas coated houses with mist ... S Africa platinum miners' strike ended ... Researchers flagging neonicotinoid pesticides "serious risk" ... Enviro crime boosting syndicates, insurgents: UN ... UN rejected Australia plan to strip rainforest protections ... Almost 1/2 of new US wind projects not guaranteed to qualify for PTC ... Scotland banned wind power development in Natl Parks, scenic areas. 19% of country ... KKR bought 417M Euro stake in Acciona's clean power unit. Intends to make it yield comp ... Tanker with Kurd oil sold to Israel last Friday. Denied by Kurd Ministry. 3 more tankers now loading in Turkey. Kurd pipeline to Turkey 100Kb/d cap. Main 600Kb/d pipe runs through ISIL-held ground. Kurd oilfields now producing 120Kb/d. By yearend, pipe flow and production could be 400Kb/d. Meantime, extra oil trucked to Turkey ... Bidding on 4B bl oil field, 300Kb/d refinery in S Iraq put off indefintely. (A little preoccupied.) ... Russia, Iran to build at least 2 new nuke plants in Iran. Rosatom aims to grow order book to $100B this year, up 25% on year. New projects in Hungary, Kazakhstan, India, Iran ... Ethos Distributed Energy (Colo) buying Rev1 Renewables to expand clean energy portfolio ... Neste Oil (Finland) buying Renewable Algal Energy (US). Turns algae into diesel ... Toshiba supplying 1MW batt for energy storage pilot project in UK. Lithium-titanate batt. To be connected to grid to manage solar, wind power ... GS Yuasa (Japan) to build 1Mw solar station with 100Kwh energy storage system in Gunma. Online in Jan ... S Cal Edison launched 290Mw small-scale (3-20Mw) clean/ren energy tender ... Green Investment Bank (UK) to launch new 1B Pound fund to buy stakes in operational offshore UK wind farms ... NIBE (Sweden) $351M bid for US geothermal heat pump maker Water Furnace Renewable Energy.

TUESDAY OPEN ... Market up 30/27/4. Volume light. WTI over $!06, Brent over $114. Putin renounced right to send troops into Ukraine ... (stock #s in %) ZNBR up 60. CPWY up 38. XDSL up 22. TMEN up 18. EWRL, NAMG up 10 ... CNTO down 20. CRCL, CREG down 17. AMEL down 14. MGLT down 11.

MONDAY CLOSE ... Market down 9/0/0. Volume a little light, may get up to normal after close. WTI over $106, barely; Brent over $114, barely. NG $4.48 ... (stock #s in %) MGLT up 45. IFXY up 43. ENSL up 22. MKBY up 20. MDDD up 16. EVSI up 14. LEOM up 10 .... AEHI down 40. FNVRF down 31. CSGH down 27. DSTI down 25. CRCL down 23. AWSL down 22. CABN down 20. XDSL down 18. WTWO, ECAU down 16. NORX down 15 with news. BFRE, PSPW down 14. HIIT, NGLPF, ZNNMF down 11. PTOS down 10.

US SUPREME COURT struck down part of EPA CO2 rule permitting process ... N Korea army mobilizing to combat drought ...In last 2 yrs, almost as much solar power added around world as had been added since solar cell invented. 38Gw installed in '13. World total now close to 140Gw. Germany 1st with 36Gw. China 2nd at 18.3Gw ... Globe broke May high temperature record ... Minnesota wettest first half of year on record. Global warming already transforming Minnesota's forests: USFS report ... JA Solar (JASO) started mass production of new solar cell. 20.4% efficiency ... Cutting pollution saves lives, improves health. But global warming could undermine health gains: research ... Michigan's largest utility plans to cut coal fleet by 1/3 ... NY, RI passed climate change bills to protect them from extreme weather ... Fiji accusing global community of deserting Pacific nations on climate change. (Paradise may be lost.) ... Canada insurance industry adapting to more frequent, more severe storms ... India likely to scrap US, Asia solar dumping tariffs ... Clean/renewable power provided 88% of new US power gen capacity in May. Wind 203Mw from 2 farms. Solar 156Mw, 5 farms. 5Mw biomass. .2Mw hydro. 2 new NG plants for 49Mw. 1st 5 months '14 clean/ren 54% of new powgen cap added. 907Mw solar, 678Mw wind, 73Mw bio, 32Mw geothermal, 8 Mw hydro. 1,437Mw NG, 1Mw oil. Since Jan. '12, clean/ren 48% of new US powgen cap, NG 38%, coal 13% ... French state bank setting aside 5B Euros for green projects. 1/2 for energy efficiency in buildings, 2B for clean transport, 500M for clean/ren powgen ... Oak Ridge Lab to house 2 new Energy Frontier Research Centers. Among 32 projects getting $100M from DOE ... UK Carbon Capture Center awarding 2.57M Pounds to 14 new carbon capture, sequestration projects ... Russia cut off talks with Ukraine over NG debt ... Energy Investors Funds bought additional 50% stake in Newark Energy Center from Hess using $590M loans from bank, GE, Mitsubishi ... Study linked pesticides to autism, developmental delays ... Arctic well targeted by Greenpeace came up dry ... Oil storage tank spill released 7,500 gal into Colorado River ... Amtrak, California agency ended agreement on high speed rail development ... Long-term study links declining GHG emissions to lower death rates ... More leaks found at Hawaii fuel storage site ... San Fran Bay area agencies agreed to consider GHG impacts on transportation plan ... Oregon to use drone to scout forest fires ... Coal terminal construction stopped near Great Barrier Reef ... EDP maintaining strong US wind project pipeline ... Floating turbines to be developed abroad, imported to Europe: Carbon Trust ... Ascent Solar Tech (ASTI) to invest $128M in China solar factory ... Canadian Solar (CSIQ) in talks to buy Solar Semiconductor (India). 195Mw annual module production. Owned by Analog Devices (US) ... JA Solar (JASO) targeting 350Mw in '15 for new solar cell production. 170Mw by end of '14 ... Alstom board OK'd GE bid for energy biz. Near $17B ... Kyocera target 1.4Gw module production for FY14/15, up from 1.2 previous year ... Argentina reduced export taxes for biodiesel to 9.35% from 11.07% ... Ontario to add 3.5Gw wind, solar, hydro, biomass by Nov '15 ... China Longyuan Power Group raised $321M debt. 5.1% interest rate.

ISIL TOOK IRAQ'S BAIJI refinery over weekend. Gasoline shortages already in Mosul, Kurdistan, Baghdad. If govt can't retake it, may have to blow it up. Baghdad still controls 350Mw hydropower dam upstream ... 2 tankers - 1.3M bls - loaded in Libya over weekend, left port ... NATO detected new buildup of Russian forces on Ukraine border ... EIB lending $132M to GazSystem (Poland) to expand pipeline to move NG to Czech Republic, Slovakia, Ukraine ... China moving 2nd offshore oil rig closer to Vietnam ... US oil crude, NG liquids production in May up 14.7% over May '13 ... Gazprom Neft to drill Arctic waters this summer ... Russia official: investments in E Russia oil development expected to grow by over $1T. Eastern direction in oil/petrol products exports to increase from 12% to 23% of country's total ... ENI reached 25Kb/d production rate at 200M barrel field offshore N Slope Alaska ... BP, CNOOC $20B long-term deal for BP to supply LNG to S East China ... Statoil, Exxon NG discovery offshore Tanzania adds 2-3TCF to field, now total 20TCF ... 200-970K abandoned oil/gas wells in PA account for 4-7% of est. man-made methane emissions in state: Princeton U study. Also risk to groundwater ... American Airlines cutting flights to Venezuela from 48 to 10 in dispute over revenues being held by Venezuela ... US production of oil/gas/coal on Fed lands, waters down 7% in '13, largely from cut in WY coal production: EIA ... California to impose 6.5 cents/bl fee on oil-by-rail to Cal starting next year. Same fee for every barrel piped to refineries from inside state. Will raise $11M/yr for oil spill prevention, emergency clean up.

MONDAY OPEN ... Market down 32/2/0. Volume normal. WTI over $106, Brent over $114 ... AMLM up 31. SOPW up 23. MKBY up 20. EVSI up 17. AMEL up 16. SSOL, ZAAP up 13. ENSL up 11. QTMM up 7, new high .... CSGH down 27. DSTI down 25. CNTO down 20. WTWO down 16. ECAU down 15. MDDD down 11. USEI down 10.

98% OF AMERICANS fail to get enough Potassium on a daily basis in diets. Recommended 4.7 grams/day for adults. (Baked potato with skin ~22% of that.) Low potassium puts us at risk of high blood pressure, heart disease, stroke, arthritis, cancer, digestive disorders, infertility and more. Best sources: swiss chard, spinach, bok choy. Then fruits and vegs. Broccoli, tomatoes, cantaloupe, cabbage, carrots, kale, romaine lettuce, bell peppers. Those are the most potassium with low calories. Then baked potatoes with skin, lima beans, sweet potato with skin, white beans, other beans, lentils, dried peas, salmon, tuna and the ole venerable banana. Let's get our potassium, pards. And sodium goes with it by 1/5th. Also dried apricots, raisins, baked acorn squash, chocolate yogurt, mushrooms, tomato paste, beets. Here's to good nutrition. And better health. Onward and upward. Happy trails. Gates/Clooney in '16.

FRIDAY CLOSE ... Market up 25/8/3. Volume double normal (options Friday). WTI over $107, Brent over $114. Ukraine ceasefire, US expanded sanctions. Gold back over $1,300 ... (stock #s in %) AWSL up 81. Up 8x from year's bottom. CRCL up 53. TMEN up 38. DSTI up 33. XDSL up 22. WTWO up 20. GERS up 17. MMMW up 14. PWDY up 13. NGLPF up 12. ECAU up 11. AMTX up 4, new high. ABGB up 3, new high .... ZNBR down 36. AMEL, EVSI down 19. ENSL down 12. AMLM down 10.

SPAIN SET NEW RATES for power suppliers using clean, renewable power sources based on "reasonable return". Ended subsidy system. 1,761-page regulation takes effect tomorrow. Return based on cost of investment, many more parameters. Country awarded $68B of subsidies last 25 years. Didn't secure all money needed to fund it, though. Subsidies cost about 9B Euros in '13. "Tariff deficit" carried by traditional power distributors, securitized in chunks to private investors. But Spain power generation over 50% clean on sunny, windy stretches ... France proposing cap on nuclear power generation at current level of 63.2Gw, shift reliance to other clean, renewable power. Nuke now 75%, target 50% by '25 ... India's plan to impose duties on solar imports threatens up to 3.5Gw of solar projects. Solar would no longer be cost-competitive with peak power prices on grid ... Italy proposing retroactive cuts to solar FIT ... China introduced offshore wind FIT of 12 cents/Kwh for inter-tidal projects, more for near-shore ... Fickle fed support, extremely high capital costs, weak demand for clean power investments (really?) holding back clean power bonds. State, municipal bonds offer proven way to address issue ... Tesla (TSLA) to expand fast-charge network in Europe. Drive across Europe by yearend. Opened 3 charging stations on German highways to reach Switzerland, Austria. 36 TSLA sales outlets Sweden to Italy. 23 charging stations now in Europe. Plans to open more than 30 service centers, stores in Europe ... Fuels America says E85 can save drivers 61 cents/gallon ... KiOR (KIOR) laying off workers at Mississippi cellulosic ethanol plant. Focus back on research, development. 55 workers still on site. 18 gone ... US ethanol production hit record 972Kb/d week ending June 17 ... US Chamber of Commerce estimates new EPA CO2 rule to cost economy $50B/year ... Biggest polluters in order: China, USA, India, Russia, Japan. China over 25% of global emissions ... BSNF said it would consider legal action if Montana made oil-by-rail shipment details public. US oil-by-rail shipments 110K cars in 1Q14. Now, Chicago safety officials will know when, how much oil goes through city after new rules. 1/4 of US rail freight goes through Chicago ... Breeding of farm animals moving toward limiting farting (methane emissions) ... Luke AFB to lease 100 acres to Arizona Public Service for 10Mw solar plant. 4Q14 construction start, online summer '15. 30-year lease for $6M ... Los Alamos partnering with Toshiba to remotely, safely peer inside nuclear reactors ... Poll: Duke Energy, not customers, should pay for coal ash ponds clean up. 91%. 33 ponds. Cost estimate $10B. 82% would vote against political candidates who want customers to pay. 77% want all ash ponds cleaned up. 63% concerned low-income communities will be targeted for ash disposal ... Asian Development Bank bought 25% stake in Welspun Group clean power unit for $50M. Will allow Welspun to double solar, wind capacity to 600Mw by 1Q16. ADB spending target $2B/year for regional clean power ... US National Park Service banned drones from parks ... Biden announced initiative to boost Caribbean clean power ... Pennsylvania suing dozens of oil comps over leaks, water pollution ... 8minutenergy (Cal) target $1B solar projects by '16 ... Two companies to build 1Gw solar park in Telangama India ... Proterra (S Carolina electric bus maker) raised over $30M to meet rapidly growing demand ... Japan installed over 7Gw solar power last fiscal year ... First Wind signed PPA with Berkshire Hathaway unit for 320Mw Utah solar park ... Sun Edison (SUNE) to buy 50Mw of solar projects from Blue Wave. 12 projects ... Trina Solar to supply 60Mw of panels to Xinyi Solar ... Next Era Energy Partners IPO to raise $341M.

CLIMATE PATTERNS unlikely to ease California drought: NOAA ... Re-routing planes to avoid making contrails could benefit climate: study ... Engineers designed robot to find water, methane leaks ... California giving money for electric vehicle charge stations ... Harley Davidson introducing electric cycle. (Not your dad's Hell's Angels.) ... New discovery could help genetically modify trees to survive global warming ... N Carolina: records show engineers working for Duke Energy warned the comp near 30 years ago about the coal ash spill danger ... Greenko Group (India) had 55% increase in year's profit ($12.7M) after more than doubling power generation capacity to 661Mw. Targets of 1Gw by '15, 2Gw by '18. About 423Mw of wind power, hydropower now in construction ... Onshore wind power cost about $85/Mwh. $82 for coal ... Siva Power - US thin-film solar maker - got $15M to expand research, manufacturing operations ... Coca-Cola plant in India forced to close over pollution, water concerns ... France aiming for 40% clean/renewable power by '30. (They do have a lot of nuclear. Are they counting that as clean power? Of course, there are GHG emissions created in mining of uranium, building of power plants, processing uranium. Also full-cycle GHG emissions for wind, solar, hydro, geothermal, ocean power. But clean power wins over fossil overall. To clean the air, reduce chances of our kids frying in the future. OK, soapbox being taken away.) ... Nordic Investment Bank providing 50M Euros for biomass-fired cogeneration heat/power plant in Sweden ... DOE allocating $100M to 32 energy research projects for 2nd round ... OX2 (Sweden) bought 220Mw of wind power assets from Greenfield (Poland) ... Electrosul (Brazil) to invest $44M in substation for 583Mw wind power project.

FRIDAY OPEN ... Market up 48/flat/2. Volume very heavy (options Friday). WTI over $107, Brent ~$115. (Slowing global growth.) ... (stock #s in %) IFXY up 24. XDSL up 22 on news. WTWO up 20. NAMG up 11. MDDD, MMMW up 10. AMTX up 3, new high. SUNE up 2, new high on news .... ZNBR down 35. CSGH down 34. GERS down 28. NGLPF down 19. PTOS down 16. NORX down 10.

THURSDAY CLOSE ... Market up 14, down 9, up 2. Volume probably new normal. WTI up over $106, Brent up over $115. Gold back over $1,300 ... (stock #s in %) AEHI up 400. VNDB up 100. CSGH up 55. BLQN up 32. CNTO, GERS up 25. BFRE up 20. QTMM up 17, new high on news, volume. NORX up 16. AMLM, CABN up 13. BSRC, PSON, ZNBR, INIS up 11. NGLPF, AWSL, AMTX up 10 .... ENSL down 45. MGLT down 31. ECAU down 30, new low. IFXY, PWDY down 24. USEI, MDDD down 17. WSGP, WTWO down 16. LEOM down 15. JUHL down 12.

EXXON, BP EVACUATING Iraq workers ... Ukraine vowing unilateral ceasefire ... Large swaths of land in India turning into desert ... Iraq officials est. ISIL 6K strong ... Clean energy, if properly adopted, could create better paying jobs, improve intl trade balances, promote industrial development around world: IRENA ... Sempra Energy got final US approval for Louisiana LNG export terminal. US' 2nd. Construction start later this year. $9-10B. 75 conditions. Fully online '18. 1.7BCF/d. Partnered with GDF Suez, Sumitomo Mitsui, Mitsubishi/Nippon JV ... Oakland voted to reject investments in fossil fuels, oppose rail oil shipments ... Global oil/gas exploration/production spending to hit record $712B this year: Barclays. But comps slowing offshore development spending. Costs skyrocketing ... Prices for Chinese solar panels to rise avg. 14% in US from import duties that may be imposed later this year: GTM Research. Price of panels on spot market now 79 cents/w ... Russia to shut Nord Stream NG pipeline for maintenance. (Uh-huh. Good timing, Vlad.) ... Coal met 30% of world's energy demand in '13. Highest since '70. Up 3% from '12. Oil met 33%. Coal use to jump 1.2B tons '12-'17: IEA. (We'll see.) ... Panasonic, Sharp, Sunpower (SPWR) new tech for record solar efficiency. 25.6%. Cost competitive with fossil fuels. Broke 20-yr 25% record ... Manchester NH going with LED street lights with PSNH help. El bill to be cut near in half from $1.4M/yr. $3.7M city bond to cover cost. 9K lights. Net savings $300K/yr. Also savings having city workers maintain. LEDs cast brighter light than sodium lights ... Solar World, RGS Energy (RGSE) partnering to deploy US-made solar panels nationwide ... Dominion to buy 20Mw Cal solar project from EDF US unit ... Rocky Mountain Power (Buffett unit) closed 2nd deal this month to buy solar power from First Wind Holdings projects. 4 80Mw solar farms in Utah ... FLS Energy began building 38Mw N Carolina solar farm ... Onzo (UK) raised $2.4M to expand in US. Gathers data on public energy use for utilities ... Smart grid investment last year in Americas $3.6B ... Joule Assets financing 10 firms with potential $90M pipeline. In talks for up to $270M.

THURSDAY OPEN ... Market down 11/6/1. Volume light. WTI under $106, Brent over $114 ... (stock #s in %) AWSL up 110. HOKUQ up 28. SSOL up 27. CNTO up 25. QTMM up 21, new high on news. NORX up 16. MMMW, GERS up 10. AMTX up 5, new high. TSLA up 3 .... ENSL down 42. ZNBR down 26, new low. ECAU down 16, new low. WSGP down 16. LMRMF down 15. MDDD down 13. USEI down 12. UBRG down 11.

WEDNESDAY CLOSE ... Market up 98/25/14. Volume a little light. Fed raised interest rate forecast for next 2 yrs, lowered them for long term on slowing growth (Ghost of Greenspaneze). WTI over $106, Brent over $114 ... (stock #s in %) CSKH up 100. ENSL up 58 on volume, back over bottom lines (50-days). PTOS up 38, back over top line (50). CERPQ up 30. LEOM up 20. JUHL up 19. WSGP, PSPW up 17. PLUG up 17, jump over top line (50) on volume. AMTX up 16, new high. BLDP up 16 on volume, jump off top 50. ABAT up 13. HYGS up 13, over 4-line convergence on volume. MKBY, XDSL, NAMG up 12. ALTI up 11, day 2 of surge on not much volume. MDDD up 10. ABGB up 4, new high. SCTY up 4 .... ZNBR, AWSL down 42. NORX down 28. GERS down 24. CSGH down 21. HOKUQ down 21. NGLPF down 20. SATCQ down 19. CRGE, SSOL down 16. WTWO down 14. QTMM down 13. AMEL down 12. SOPW, BFRE down 11. PSON down 10 on news. MMMW down 9, new low.

FIGHT ON BETWEEN IRAQ ARMY, ISIL for country's largest oil refinery ... Russia considering $1.5B investment in Crimean clean/renewable energy ... Canada approved Northern Gateway 500Kb/d pipeline to send oil sands crude to B.C. Pacific coast. 209 conditions attached to Enbridge deal ... Lake Mead to probably fall to lowest level since '38 next month. Possible cuts of water deliveries to cities, even Phoenix, Tucson. Mead ~45% of capacity. Lake Powell ~42% ... DOI plans to auction over 1,100 sq. miles offshore Mass for 5Gw wind power ... Existing models "grossly underestimate" costs of global warming: chief UK climate economist ... Tesla (TSLA) Model X production on track. Could be big '15 ... Arctic warming means fewer extremely cold days in US, UK: study. (Obviously, not the case last winter in US Midwest.) ... TX residents say data links injection wells to quakes ... N Dakota topped 1Mb/d oil production ... Global shale boom will spread sooner than expected: IEA. Could hit 650Kb/d non-US by '19. Russia, Argentina, Mexico ahead of the pack ... Solar City (SCTY) bought Silevo for $200M. 32Mw solar module factory in China, promising tech. SCTY plans 1Gw NY panel factory within next 2 yrs. Crystalline-amorphous hybrid cell. 21% efficient. Hopes to reach 24% next couple years. Uses copper, not silver. 26% efficiency potential because panel absorbs sunlight on both sides ... Mass granted $3.5M to 9 comps for renewable thermal power ... India using blend wall argument to keep ethanol mandate at 10% ... Repsol, Spain comp JV got US patent to make advanced biofuels from glycerine ... US now world's largest petrol liquids producer, largest exporter of refined petrol products. US net exports of refined products est. 3.5Mb/d by '20: IEA ... China president Xi says China needs energy "revolution". Govt drawing up new criteria for reforming energy use, production, moving faster to update energy regs ... Romania nuke power use up 1.6% in '13. .5% of '13 world total ... Chev Volt owners passed .5B electric miles driven. Over 63% driven in EV mode. Over 970 miles between gas fillups. $1,450/yr fuel cost savings. Reduced gas use over 25M gal ... Sun Edison (SUNE) to buy 50% stake in AES unit's 336Mw solar project, 40% stake in 183Mw solar project ... AES selling majority of its solar biz for up to $207M. To get ~$50M more from Google investment in Cal project ... EPA carbon rules designed to boost nuke plants struggling to compete: McCarthy ... 50Mw New Mexico solar plant now online. First Solar (FSLR) sold it to Southern Power last month. El Paso El buying power. Sited on less than square mile ... Food waste-to-power plant opened in England. ~120K metric tons/yr food waste feedstock. Converts to methane for NG grid ... NewCO2Fuels (Israel) needs $5M more for trial plant. CO2/water-to-synthetic gas ... Ener Capital (Czech) got $54M from Poland comp to invest in CHP projects from NG, biomass in Europe. Ener seeks to raise $50M Euros for 10-yr energy efficiency fund ...Tata Power Solar finished 50Mw solar plant for NTPC in India ... Suncor, Ecolab, SK Group investments brought Emerald Clean Tech Fund up to near $100M ... 4 former Republican EPA chiefs lauded EPA carbon rule in Senate hearing ... US to see more wind power M&A in '15 than past 4 yrs: Tamra-Tacoma Capital ... Denmark delayed Vattenfall 600Mw offshore wind project 2 yrs. New growth strategy ... EIB 260M Euro loan for Swedish biomass CHP plant ... Export Development Canada 125M Euro loan to Northland Power (Canada) to finance 600Mw wind project in N Sea ... Rame Energy (UK) to get $69M finance for 118Mw wind projects in Chile.

WEDNESDAY OPEN ... Dow down 24, others flat. Volume light. Fed wait. WTI over $106, Brent over $113 ,,, (stock #s in %) CNTO up 25. LEOM up 20. JUHL up 19. CRGE up 16. ALTI, HYGS up 10. AMTX up 9, new high .... ZNBR down 35. CCTC down 20. SSOL down 19. NORX down 16. SENY down 15, new low. WTWO, NGLPF down 14. GERS, UBRG, USEI down 11. NFEC down 10.

TUESDAY CLOSE ... Market up 27/16/4. WTI over $106, Brent over $113. NG $4.71 ... (stock #s in %) HOKUQ up 204. WTWO up 40. ZNNMF up 35. EWRL up 34. MKBY up 32. SSOL up 26. QTWW up 21. ABCE, CRGE up 20. ALTI, AMEL, SCTY up 17. XDSL up 14. CBAK, NGLPF up 12. VSPC, ASYS up 10. JASO, WEST up 9. CSIQ up 7 .... ZNBR down 35. CNTO down 20. LEOM down 18. NAMG down 17. JUHL, USEI down 16. AMLM down 13. CABN down 12. DSTI, PTOS down 11.

ISIS REPORTEDLY SEIZED $425M from Iraq central bank in Mosul (That'll keep them going awhile.) ... Ukraine NG pipeline exploded. Pipe serves Europe. Gas shunted quickly to parallel pipe to Europe ... US exported 268Kb/d oil in April, highest in 15 yrs: EIA. Almost all delivered to Canada ... Kerry: climate change "1 of greatest threats" to oceans. (Um, shouldn't he be talking about Iraq?) ... Nolja Energia to build up to 1.1Gw wind farm offshore Estonia ... UK OK'd Vattenfall, Scottish Power Renewables plan to build 1.2Gw wind farm offshore Britain ... First Flight Wind cut N Ireland 600Mw wind farm plans in half after zone assessment ... Infosys (India) to build 50Mw solar farm in Kamataka ... Shunfeng PV raised $276M from bond offer ... Russia 1.6Gw wind tender got just 51Mw interest. 1 bidder ... Aspen Aerogels - insulation developer - priced IPO at $82.5M ... Honduras planning 300Mw clean, thermal power tender ... Brazil federal utility, PEC Energia to invest $224.8M in 120Mw wind power ... Admirals Bank $200M loan program for Sunpower (SPWR) residential solar projects next 2 yrs. Residents can borrow up to $60K for system, plus get Fed, local incentives ... Delta signed with Carbon War Room (non-profit founded by Branson) to advance renewable jet fuel ... Amyris (AMRS), Total to begin marketing drop-in jet fuel after ASTM revision ... Byogy, Aus Agave partnering up to advance agave as av biofuel feedstock ... India promising 24/7 power for all by '22 ... Gulf of Mexico ecosystem still feeling effects of BP spill 4 yrs ago ... Duke Energy awarded $500K grant to U of S Florida for solar array for power, study ... Yingli 11th straight Q loss. Stock surge up to 12% on sales forecast. Shipped 630Mw Q1. Full year forecast 4-4.2Gw. 3.2Gw last year. Profit margins up. Q2 shipments est. 870-950Mw. Looks like no profit this year ... Solar City (SCTY) plans 1Gw solar panel manufacturing plant in NY to accel lower costs. Bought solar manufacturer ... Suncor, Ecolab, SK Group brought Emerald Clean Tech Fund (Swiss) to $135M ... Wanxiang's A123 bought batt tech from Leyden Energy possibly to make EVs. Over 20 patents. Non-flammable electrolyte, lithium titanate techs allow for faster charges, discharges ... Cal cut water to Forest Service, senior users. Drought. Warned of more cuts ... States, D.C. signed new Chesapeake cleanup pact ... Poaching funding terrorist groups: US trade official ... Biscayne seeks fishing restrictions to save wildlife ... Judge ruled all landowners must agree to coal strip mining (?!) ... BP made first NG deal with Pentagon since sanctions ended ... Cable TV boxes hog energy in US homes ... Miami Beach looking to expand styrofoam ban.

TUESDAY OPEN ... Dow down 16, Naz up 7, SP down 1. Volume light. WTI over $106, Brent over $113 ... (stock #s in %) WTWO up 20. QTWW up 17 on news. AMEL up 14. PSON up 13. NGLPF up 12. SSOL up 11 on news. VSPC up 11. SCTY up 10 with volume on news. GERS up 10. SUNE up 4, new high. TSLA up 4 on news .... ZNBR down 35. NORX down 27. SOPW down 18. SATCQ down 17. AMLM down 13. ENSL down 11.

MONDAY CLOSE ... Market up 5/10/1. WTI under $107, Brent under $113. NG $4.75. China ahead of US with $14T corp debt: SP. Iraq forces searching Baghdad homes for food hoarding. Huh ... (stock #s in %) NORX up 47. IFXY up 30. FNVRF up 29. SATCQ up 28. NFEC up 21. AMLM, AWSL, INIS up 12. ASTI, CBWP, SUNE up 10. SUNE on news. AMTX up 9, new high. TSLA up 8 on volume, news .... AEHI down 50. MKBY down 37. BLQN down 31. ASPW down 22. CABN down 20, new low with volume. CERPQ down 20. WTWO down 16. DSTI, EWRL down 14. GERS, GWBU, NGLPF, ZNNMF down 13. LMRMF, XDSL, ZNBR down 12. Wala. The do da. Have a good night pards.

KURDS SEIZED KIRKUK last week after Iraq forces scrambled the hell out of there. Kurds, ISIS skirmished. Kurds' historic capital ... 4 Iraq army divisions routed by ISIS last week. Iraq has 10 more divisions. So, Shiites have money, bulk of Iraq oil. Sunnis have control of the river waters, oil refining cap. Kurds have their own oil, historic land. And Baghdad still figuring out forming new govt. (O, that democracy. Ain't easy.) ... Monarchy in Jordan destabilizing with all the refugees ... 3 unmarked T-64 tanks showed up in Ukraine separatist hands. US verifies they came from Russia. (Earlier news that Gazprom lowered NG supplies to Ukraine corresponding to Ukraine use.) ... Oops. IEA est. of global oil demand to increase from 91.4Mb/d in 1Q14 to 94M in 4Q14. (Formerly reported increase from 90M in '13 to 92M this year.) ... First Solar (FSLR) to build 150Mw Cal solar farm for Tenaska. $450M finance ... Soco (UK) to end oil/gas exploration in Congo national park. Africa's oldest. 1/2 of world's 950 mountain gorillas among other animals, refugees from Rwanda ... Florida next week taking aps for Renewable Energy, Energy Efficiency Techs Matching Grant Program. Funds for demo, commercialization, R&D projects for clean/renewable techs, innovative techs that significantly increase energy efficiency for vehicles, commercial bldgs ... GE to increase Tanzania installed power gen cap 15%, significantly improving reliability, efficiency. 4 NG turbines for 150Mw plant. 40% efficient. Duel-fuel operation. Online this winter ... GE supplying 10 NG engines for 40Mw power plant in Mozambique ... 10 GE NG engines for upgraded 17.3Mw landfill gas plant in France. Also 30Mwh/y of thermal energy. Doubles efficiency ... Wisc utilities met state goals for clean/renewable power 2 yrs ahead of target ... Russia-owned coal comp to pay $800K back taxes to WV county. Owed $1.2M ... Gibraltar to buy power from Eco Wave Power. $5M to build. 1st phase 500Kw, scale up to 5Mw. Gibraltar clean power target 15% by '20 ... Trina supplying 23Mw for rooftop solar in Shandong. Shipments this month. Will cover ~500K square meters ... Rame Energy (UK) to sell $69M of stakes in 4 Chile wind projects to Banco Santander. 118Mw total. Online end of '15 ... Kerry vowing "ambitious" US push on marine conservation ... DOI doling out $100M for restoration, resiliency from extreme weather ... Phosphorous pollution worse in some areas of Chesapeake ... OR project would make state 1st to map GMO farmfields ... HASI (Hannon Armstrong) to issue $100M of bonds in 4Q ... Abengoa's US unit raised $829M with IPO ... Invenergy sold ~25% stake in wind unit to Canada comp ... Clean/ren power drove 50% drop in German el prices: IWR. Now ~.30 Euro/Kwh ... India to set up 2 state-owned clean power JVs ... Aboitiz Power targeting 200Mw geothermal power in Philippines ... Boston-Power (advanced batt maker) to close $250M finance, considering IPO ... Consilio Group (US) to invest $100M to develop 300Mw solar in Egypt ... Italy produced 10.8% of power from solar in May. 9.2% in April ... Avg. US pump price for regular gas $3.65/gal. $3.99 here across the street ... Nuclear talks with Iran resume this week. 20 July deadline ... Libya oil production now down to ~120Kb/d. Enough for domestic use. But 80Kb/d field back in production ... China power use up 5.2% 1st 5 months '14 ... Beijing took fight with Vietnam over oil rig in S China Sea to UN. Says Viet ships rammed their ships near the rig over 1K times. China fighter planes buzzed Japan patrol plane O by the way. Happy trailers, pards. Onward and upward. Tally ho.

ISIS MAY/MAY NOT have control of vital power station that feeds Baghdad. Does control Baiji refinery that supplies Baghdad with transportation fuels ... OH governor signed law to freeze state's RPS for 2.5 yrs. 1st in US to rollback clean power mandate. Silver lining: requires utilities to bolster energy efficiency to reduce customer's power use 22% ... China spies probing US utilities for cyberwar advantages ... "Solar Freakin Roadways" crowd funding project raised $2M so far for tech that will never be used as extensively or as inexpensively as current solar PV ... World oil demand est. 92Mb/d this year, up from 90 last year: IEA ... Japan killed 30 whales in 1st hunt since ICJ ruling ... 25% reduction in US coal use '05-'12. Production costs steadily rising. Top 3 US coal comps in red. Peabody $.5B loss '13. Arch Coal $.64B. Alpha Natural Resources over $1B. Stock prices have near vanished. US coal production lowest in 20 yrs, under 1B tons '13. WY surface mine comps slashing capital expenditure. Powder River region operating margins just $.28/ton. 1 comp to reduce production over 25% in '15 (3rd most productive mine in US). Huge chunk of what had been called coal reserves are economically unattractive "resources" unlikely to be extracted. US' most productive mine likely to start playing out by '20 ... USDA $14.5M for 2 programs to promote bioenergy ... Cal issued new fracking rules, including disclosure on quakes ... UK's largest insurance comps last year pledged to invest $42B in infra (incl. wind farms, grid). Other insurers plan to increase bets on infra debt.

MONDAY OPEN ... Market up 6/5/3. Volume light. WTI ~$107, Brent over $112. Iraq forces stopping ISIS. Russia cut off NG to Ukraine, keeps flow to Europe. US industrial production up more than forecast. IMF cut US growth forecast ... (stock #s in %) NORX up 17. AMSC up 9 with volume. SUNE up 7 on news. SPWR up 5 on news, new high .... VNDB down 50. ASPW, CERPQ down 20. CCTC down 15. DSTI down 14. GWBU, ZNNMF down 13. BWEN, NAMG, ZNBR down 12. UBRG down 11.

FRIDAY CLOSE ... Market up 41/13/6. I'm guessing new summer normal volume. WTI over $106, Brent over $113. Stabilizing despite Iraq. US NG $4.74 ... ONYX up 900. VNDB up 100. ASPW up 66. GERS up 37. PWDY up 28. CNTO up 25. NGLPF up 19. EVSI up 17. XIDE up 16. QTMM up 15. NPMG up 13. UBRG, LMRMF up 12. CRGE up 11. MKTY up 10 .... CABN down 23. PSPW down 16. ECAU down 13. HYSR, INIS down 11. MGLT down 10.

SCIENTISTS DISCOVERED OCEANS' worth of water locked up in Earth mantle in "ringwoodite". Plate tectonics move water between Earth surface, mantle reservoirs. (Is this a joke? Reminded me of Genesis 1:6-7.) ... Longest heatwave on record in N India. Riots ... Spike in tritium in groundwater near Indian Point nuke plant in March, April. NRC regs violated. Could fine $130K/d. NRC weighing relicensing. NY gov wants it shut down ... World Cup to add est. 2.72M tons CO2 to atmos. Most from flights' seat-miles to/from Cup ... China filling their strategic petrol reserve. Driving oil prices. Will hold 680M bls by '20. 141M end of '13. Adding over 600Kb/d this year so far. (219M bl/y.) ... Tesla (TSLA) open-sourcing its patents to help spur sector, climate change solution ... 40 yrs ago industrial drain pipes contributed 85% to US water pollution. Now 85% from stormwater, farm runoff. Tacoma finding high tech way to trace water pollution back to sources ... DOE opened Office of Clean Coal, Carbon Management ... Deal struck on Cal cap-and-trade funds. To go for high-speed rail, public transit, transportation, affordable housing ... Energy efficiency most politically viable tactic to curb GHG emissions: EPA chief ... New NASA satellite to measure CO2 emissions, where they go ... NY agencies unveiling EV charge stations ... Rwanda unveiled GHG monitor system ... Mass. ordered grid overhaul a la NY ... Policy uncertainty holding back US end-use investment for NG use: report. (I guess it's LNG policy uncertainty. Or could be the financial bottomless losses pit for shale producers, resource longevity uncertainty) ... API launched oil/gas jobs website ... Armstrong Asset Management teamed with Blue Circle for wind, solar finance in Mekong region. Up to $40M plus equity stake in Blue. Over 600Mw clean power in eval, negotiation ... Researchers from Argonne Lab, 3 universities slammed Environment Working Group lifecycle analysis of corn ethanol that said emissions way more than thought ... Malaysia B5 rollout delayed 2 months. Prices, infra ... Global biodiesel production to hit record 29.1M tons this year. Up 2M. Growth slowing ... Batts may replace some peak oil, diesel (planned NG?) power plants sooner than thought. Looking for under $300/Kwh cost ... Hyundai offering free refueling for US buyers of their HFCVs ... RI Assembly passed expansion of clean power program ... Wanxiang, NEC formed JV for grid power storage in China ... Ming Yang to erect 6Mw Super Compact Drive wind turbine offshore Norway in test patch ... Tenaska (Neb) closed $450M finance for 150Mw Cal solar project. First Solar (FSLR) set to start building this year. Online '16 ... CBD Energy (Australia) plans solar expansion along US east coast after buying Green Earth Developers (NC) next week. CBD now trades on Naz, raised $6M. Has Westinghouse Solar (WEST) rooftop tech license. ~1% of USA homes have rooftop sol. 15% in Australia ... India govt panel wants tax on fuel sales to fund refinery upgrades for cleaner fuels. To collect up to $10B over 7 yrs. Their vehicle fleet can't install exhaust scrubbers until refineries deliver cleaner fuel ... Indosolar (India) got 60Mw order from Azure Power. Indo will start up 200Mw/yr of solar cell production, complete install of 250Mw more in production cap by yearend ... Solar Energy Corp of India plans 100Mw auction of solar thermal. 2 50Mw CSP projects ... Finance biggest hurdle for India wind power: developer. Borrowing costs 13%. Wants govt green bonds to lower cost up to 25% ... Sempro's Mexico unit got $270M loan for 155Mw 1st phase wind project in Baja. Online 1H15. 1st cross-border wind project ... Appeals court rejected enviros' challenge to EPA cross-state air quality guidance ... Fragmented woodlands more susceptible to disease: study ... African poaching down, ivory seizures up: report ... Beached whale had same disease that's likely killing dolphins ... Grocers suing VT over GMO labeling law ... China comps ignoring emissions reporting rules ... EU deal on food-based biofuels cap ... Peru to loosen enviro rules to bolster power development ... "Almost impossible" to finance wind power in Argentina ... Sun Edison (SUNE) signed up to 11.8Gw order over 3 years for PV systems trackers with NEXTracker ... Bluefield Solar Income Fund agreed to 50M Pound 3-yr revolving acquisition debt facility with RBS for future solar power purchases ... Chinese solar panel makers deny violating EU trade settlement ... Low Carbon (UK) upped stake in Tunisia developer of 2Gw solar project ... Pattern Energy brought 115Mw Chile wind farm online ... OPIC approved $516M finance for 3 clean power projects ... Abengoa Yield to raise $720M in IPO ... And onward and upward, pards. Geeze leweeze. Made another Father's Day weekend. Happy trailers.

FRIDAY OPEN ... Market up 32/13/5. Volume summer normal. WTI over $106, Brent over $113. Iran sending troops to help Iraq. China industrial output up 8.8% ... (stock #s in %) ASPW, NORX up 41. CNTO, GERS up 25. QTMM up 13. NFEC, XDSL, ECAU up 12. EVSI up 11. CBEH up 10. ABGB up 1, another new high .... CABN down 41. CERPQ down 36 after yesterday's jump. MGLT down 10.

THURSDAY CLOSE ... Market down 109/34/13. WTI over $106, Brent over $113. Iraq. NG $4.73. (Ukraine? Or just Iraq and Ukraine?) ... (stock #s in %) CERPQ up 57. EVSI up 30. GERS, MGLT up 25. OOIL, CCTC up 21. XDSL up 14. PTOS up 13. INIS up 12. ECAU up 10. ABGB up 4, new high .... CGYV down 35. CPWY down 34. CSOL down 28. ZNBR down 21. CNTO down 20. ASPW down 17. AMLM, NGLPF down 16. WTWO, NAMG down 14. ENSL down 12. LEXG, NORX, DPSM, PSON down 10.

ISIS CAPTURED BAIIJI, location of of Iraq's largest oil refinery, supplies fuel for most of country. 250-strong security force there. ISIS has freed hundreds of comrades from prisons along the way, picked up US military equipment. (OK, if you were POTUS, would you use air power or not? Is present Iraq a friend of US? What's right here? Certainly there's G-hod brutal terrorists tearing up folks' lives there. I think we should drone 'm if we can while being sure not to harm any innocent citizens. This is one we've got blood, treasure and national soul in dammit. I would do what air we could against ISIS safeguarding citizens from collateral damage. That's just me, pards. Even selected manned jet strikes if we can get the real bad crazies. Our world doesn't need any more of them. Or ... we can just leave it up to God to see how it turns out for Iraq. POTUS call.) ... Water shortages from broken pipe in E Ukraine threatens nuke power plants ... Makeshift bomb caused minor damage at AZ power plant ... EU agreed to tighten safety rules at nuke power plants ... Most Americans fail to link health impacts to climate change: poll. (Really?) ... Computer models, corals show Indian Ocean nations likely to face more extreme weather ... Geothermal activity found contributing to melting of Antarctica glacier: study ... Hyundai debuted 1st HFCV in US ... Utility watchdog, Chicago asking state legislators to investigate proliferation of consumer complaints about power deals offered by alternate suppliers ... Oil drilling in Calif uses multiple airborne toxic chems: report ... 7 drug gangs attacking with tanks blocking Mexico shale boom (?! 1st report I've seen.) ... Pension fund managers investing more in solar ... US oil production up 77Kb/d last week to 8.46Mb/d: EIA ... Libya Supreme Court (I guess they still have one) ruled to reject latest (?) Prime Minister, so they're back to 1. "Rogue" general still fighting militants along with air strikes on militias in Benghazi ... (I know, this world energy report getting to be more a war report these days.) ... Peru launched program to get solar power to 2M of country's poorest ... Brazil's success in slowing rain forest deforestation has produced enormous reductions in carbon emissions. Deforestation also slowed in several other tropical countries ... Indonesia made official complaint against EU at WTO over biodiesel duties ... Exxon on-time startup at Angola offshore project. 160Kb/d production in coming months. To develop more offshore fields there. 20% stake ... Northwestern U engineers opening door to plastics replacing lithium in batts. Block copolymers (fusion of 2 kinds) ... Japan domestic solar shipments more than doubled FY13 to over 8.5Gw. Est. 9.3-11.7Gw for FY14 ... Trina Solar raised $239M with debt, share offering ... Alstom to supply 51Mw Brazil wind project. Online in '18 ... DOE $10M to deploy software to improve grid efficiency. 6 projects in 5 states. To improve synchrophasor tech to monitor grids, develop automated control systems. ~1,700 synchrophasors on US grids. 200 in '09 ... USDA: corn stover can be sustainable feedstock for cellulosic ethanol ... Klamath drying up as refuge for migrating birds ... More farmers using pesticides as bugs resisting GMO corn. (Great. Not.) ... Australia reassuring UNESCO on Great Barrier Reef health ... Indonesia to see $30B geothermal power investment next 5 yrs. (I know, that's a leading headline right there.) ... Hitachi joining Mitsubishi, Siemens bid for Alstom energy assets. (GE's got some competition there.) ... China Datang - wind power developer - issued $321M debt ... Kyocera joining consortium planning 430Mw $1.5B solar project in Japan.

THURSDAY OPEN ... Market down 45/13/6. Volume light. WTI ~$106, Brent over $112 (Iraq) ... (stock #s in %) CCTC up 33. EVSI up 30 on news. MGLT up 25. MDDD up 23. NFEC up 20 on news. MMMW up 20 on news. LMRMF up 14. PTOS up 13. QTMM up 12, new high. UBRG up 12. ABGB up 4, new high .... CGYV down 35. ENSL down 22. ZNBR down 21. ASPW down 17. DPSM down 15, new low, with news. NORX, CNTO down 10.

WEDNESDAY CLOSE ... Market down 106/6/6. WTI over $104, Brent over $110. NG $4.53 ... (stock #s in %) BLQN up 46. PPRW up 42. CSOL up 34. BIOF up 30 on news. NAMG up 23. CDTI up 19. NGLPF up 19 on news. PSON up 17. NFEC up 14. OOIL up 13. PRHL up 11. OPTT, AMLM up 10. RVLT up 8 on news .... ONYX down 98. CSKH down 80. BOPO down 26. INIS down 24. AMEL down 20. GERS down 15. EVSI down 13. LMRMF, XDSL down 12. UBRG down 11. ZAAP, MMMW, DSPM down 10.

$35B TOTAL ASSET WRITEDOWNS by US' largest shale players since boom began. Marcellus likely has just 50TCF of technically recoverable reserves, not the over 400 originally est. Expert predicts peak production by end of '15 ... Since 2000, oil industry investments up 180%, global oil supply up just 14%. 2/3 of new supply from shale, other unconventional sources. Peak, plateau in conventional oil production since '05. IEA est. $11.3T industry investment out to '35. About 90% just to keep production at today's levels ... OPEC left in place 30Mb/d production target for '14 at this week's meeting ... ISIS terrorist group took Mosul, stopped repair on Iraq's main oil pipeline to Turkey, threatens oil production in north ... BP using drones to monitor Alaska oil field, pipes ... Govt commission in Chile rejected projected $8B plan for 2 hydropower dams, 1K miles of transmission lines ... MIT study found EPA CO2 rule more costly than putting price on carbon ... Hawaii utility has limit on grid connections for rooftop solar ... Overuse of nitrogen fertilizer bigger emission source than previously thought: study ... Deforestation could starve out freshwater fish: study ... Doughnuts fried in palm oil driving deforestation ... Americans by 2 to 1 would pay more to curb climate change ... US power gen market $363.7B ... Series of orders for repowering wind farms announced lately in Europe. Replacing 18-year-old 600Kw turbines with 3.2Mw direct-drive turbines in 1 case. Old turbines will be refurbished, sold ... ~1% of German muni waste goes into landfills. (68% in US.) Germans recycle near 70% of waste (US ~25%), then burn almost all the rest for power gen. US could add 12Gw of power gen from burning waste even with 70% recycling ... EPA extended compliance date for '13 RFS again to Sept 30 ... 2nd tanker filled with Kurd oil left Turkey. Iraq to bring complaint to UN. 1st tanker offshore Morocco (did turn around in Atlantic) ... Supreme Court ruled against BP in Gulf spill claims case ... Berkeley professor found far less expensive way to make more powerful semiconductors which reduces cost of higher efficient solar cells maybe to cost level of conventional cells. ~25% efficient v. ~18%. Indium phosphide ... GE unit opened plant to gen heat, 17.3Mw power from landfill gas in France ... Sunnova Energy (Houston) raised $145M to expand rooftop solar ops ... Earth Capital Partners (UK) working with major investor to channel over $400M into clean power, energy efficiency projects. Looking to pool 1B Euros to invest ... Greenko Group (India) wants to raise up to $400M from selling bonds. Has 611Mw clean power in ops, plans to boost that to 2Gw by '18 ... Hanergy (China) unit formed JV with Sojitz (Japan) unit to develop solar projects in Japan ... Scotland council rejected SSE's 160Mw wind project ... Spanish comp filed for 178Mw wind project in Australia ... OPIC giving $250M investment guarantee for 310Mw Kenya wind project ... Brookfield Renewable Energy closed $325M equity offering.

WEDNESDAY OPEN ... Market down 96/10/8. Volume light. WTI over $104, Brent ~$110. World Bank cut global growth forecast ... (stock #s in %) BIOF up 49 on acquisition news. PPRW up 42. GWBU, WSGP up 28. NAMG up 22. PRHL up 13. AMLM up 12 .... ONYX down 98. CSKH down 80. VNDB down 50. AMEL down 17. ENSL down 16. CERPQ, CNTO, DPSM, ECAU down 10.

TUESDAY CLOSE ... Market flat, mixed. Volume light. WTI over $104, Brent over $109. US NG $4.54 ... (stock #s in %) CSKH up 400. VNDB up 100. ASPW up 70. CGYV up 53. MGLT up 33 on news, at bottom line (50-day). EWRL up 21. PWDY up 20. ACFN up 19 on volume, 6-day climb off bottom to back over 50-day lines. ENSL up 19. PSON up 19 on news, above bottom lines (50s). ZNNMF up 18, back in bottom lines (50s). DSTI up 17, in bottom lines (50s). CERPQ up 17. XSNX up 16. USEI up 15. CABN up 14. LMRMF up 12. CNTO up 11. QTMM up 10. AMBT up 9, back to bottom 50s .... MDDD down 46, new low on volume. OPTT down 34, new low on news. BLQN down 31. GERS down 20. FNVRF, DPSM down 13. PTOS down 11. BSRC, CRCL down 10. ZAAP down 9 on news, volume.

WARREN BUFFETT READY to double down on $15B investment in clean energy. Also wants "finite" NG in US to stay in US. (I think he means no LNG exports, more NG power plants as production increases. Maybe even less export to Mexico.) ... Iberdrola to invest $5B in Mexico energy sector through '18 ... US coal stockpiles down 32% from 5-year avg. for time of year. US coal production down 3% ... $335M of Fed funds delivered for sea wall for lower Manhattan ... Wind-blown dust darkening Greenland ice, increasing melt: study ... Oil sands industry cut production forecast ... Japan vowing to revive whaling after court defeat ... Rwanda signed up Goldsol to build 10Mw solar plant for $20M. Online '16. Rwanda solar target 20Mw by '17 ... Canada having unexpected production boom of ultra-light crude (condensate) in Alberta from shale. Reduces cost for oil sands comps that dilute their product with condensate so it can flow through pipe ... Exxon won 1st 3 oil/gas leases on US/Mexico border in Gulf of Mex. Est. up to 172M bls, 30.4BCF NG ... Marathon selling Norway assets for ~$2B ... Total US energy production 81.7Q BTUs in '13. Met 84% of 97.5Q demand ... Total US crude production 8.3Mb/d in April: EIA ... India plans to allow domestic NG to double to $8.50/MBTUs. Imports ~$12. They import ~35% of demand ... Thousands have been rioting in N India over power cuts during extreme heat wave. Set substations on fire, took power comp officials hostage ... ENI to help Venezuela develop est. 17TCF NG field offshore. Venezuela $25B in arrears to importers ... Georgia gives over $4K income tax credit, other benefits to EV buyers, charging stations. #2 EV market in US ... Cyber criminals that target infra like phone networks or power grids will get life in prison in British proposal ... Japan failed to report .7 ton unused plutonium to IAEA. Enough to build ~80 nuke bombs ... IDB financing $66.4M for 72.8Mw solar farm in Chile ... Acme Solar Energy got license to build 30Mw solar plant in India. Est. cost $40M ... Carbon tax refunded to households in US would create jobs, reduce emissions, save lives: study. 2M jobs over 10 yrs. Emissions would decline 33%. 13K/yr lives saved with better air quality. $10/ton tax start, add $10/yr ... Japan favors Europe solar modules over China's: Aleo Solar ... INRG Solar to install 100Mw in Britain this fiscal year. 200Mw next year ... Signet Solar - Indian thin-film solar maker - to invest $2B next 10 yrs to build 1Gw/yr production cap at new plant in India ... EDC - Philippine geothermal developer - restarted 55Mw unit shut down last year after turbine blade sheared off, damaged things ... GE Energy Financial invested in 32Mw solar project in Japan. Pacifico Energy developing. Yingli modules ... Hindustan Power Projects (India) to IPO clean energy unit for $1B.

TUESDAY OPEN ... Market down 16/9/3. Volume light. WTI over $104, Brent over $109. UK industry output up 3% ... (stock #s in %) MGLT up 33 on news. EWRL up 28 on news. XSNX up 21. ZNNMF up 20. DSTI up 17. HYSR, XDSL, CDTI up 12. NFEC, QTMM up 10 .... MDDD down 32. EVSI down 29. GERS down 20. ECAU down 16. WTWO down 14. DPSM down 12. ABAT down 9.

MONDAY CLOSE ... Market up 18/14/1. WTI over $104, Brent over $109. NG $4.65. World wealth over $150T. Volume light. (Actually, reassuringly like old times summertime volume slowdown.) ... (stock #s in %) ONYX up 800. MDDD up 48 off near-bottom, light volume. GERS up 46. CCTC up 23. AMLM up 21. NORX, MGLT up 20. CABN up 16. ACFN up 12. ABAT up 10 .... CSKH down 80. ASPW down 43. CGYV down 35. POLR down 33. AWSL down 17. XIDEQ down 14. SOPW down 13 on news. ENSL, EWRL, NAMG down 13. XDSL down 11. USEI, LMRMF, CNTO, AMBT down 10 ... The froth, the stealth, the crazy, the new energy regime. Happy trailers, pards. Onward and upward.

AIR POLLUTION LINKED TO autism, schizophrenia in new study ... Bulgaria halted work on South Stream NG pipeline after EC request, talk with US Senators. $45B pipe to bypass Ukraine. Gazprom holds 50% stake in project (Obviously another sanction on Russia.) ... 551Mw of wind power won in latest Brazil power auction, more than half allocated ... EPA est. coal production in central Appalachia to fall up to 37% from new CO2 rule effects. Projects up to 19% of power gen from country's 600 coal-fired plants (~300Gw) will not be economical by '20 ... Latin Am countries forging ahead with CO2 reductions ... DOE broke law to prop up floundering uranium enrichment comp: GAO ... Record numbers of sick sea lions washed up on Cal shores ... Melting slowing at Glacier Natl Park: USGS ... NFL looking to offset Super Bowl's carbon footprint ... Special coating for roof tiles could clean smoggy skies: study ... Illinois 1st state to ban microbeads ... Rio won't keep promise to clean bay before Olympics: mayor ... L.A. mayor supports funding mass transit with cap-and-trade bucks ... EPA CO2 rule also targets NOx, SO2 emission cuts of over 25% ... RGGI region already reduced carbon emissions ~40% from '05 levels. Public Service NH power plant fleet '13 CO2 emissions 70% lower than '05 ... National Grid goal 45% less carbon emissions by '20, 80% by '50 from '90 baseline. Already 65% cut ... Colo water district turned on 8Mw $18M hydropower plant. Power to Aspen, Telluride ... Only ~3% of US dams include hydropower. (There's some get busy on it work to do.) ... Geothermal 5% of Cal powergen now. 2.7Gw cap. ~5.4Gw potential ID'd. Projected over 11Gw potential undiscovered ... US NG inventories still 37% below 5-year avg for time of year. NG production from Marcellus shale now over 12BCF/d. Ohio's Utica shale NG production over 1BCF/d. Est. 20B, 5B each by '18. Total US NG production 68.2BCF/d in May, up 4.6% on year. ( I got 24.8TCF/yr.) ... Drillers in ND now have to submit plans to capture any NG that emerges from new wells before getting permit. 1 solution to compress it on site, use in vehicles, equipment ... Numerous signs that recent wave of new investment in oil sands projects may be ending ... Iraq increased oil exports avg. 70Kb/d in May despite loss of northern pipeline from sabotage. (Their politics a mess. Violence up. Should have been split in 3 parts from the gitgo. Shiitestan, Kurdistan and Sunnistan. Oy.) ... 5% of China's cities meeting air quality standards ... Russia oil production down 5th month in row ... IMF called on Norway to cut back on spending its oil income on stimulus, spend it on developing economy for post-oil ... E15 out in Iowa until Sept for vehicles made since '01. Big Oil blamed. But E15 still OK for flex-fuel V's ... Only 1/4 of 1.6Gw solar capacity in development now in India will be finished if anti-dumping duties are imposed on solar imports ... Greenleaf got $100M finance to buy more biomass power plants in US ... Advanced Plasma - UK waste-to-energy developer - got $34M order for its tech from Canada comp for 20Mw project to process ~170K tons waste/yr ... Romania clean/renewable energy sector "dead for foreseeable future": EBRD ... S Korea pushing back 10% clean/ren energy target to '24 from '22 ... Qatar opened MENA region's largest solar manufacturing plant. 300Mw/yr cap ... Suzlon on track to install over 1.2Gw wind power in India this FY ... Lumenpulse (Canada) raised $100M in IPO. Energy efficient lighting ... BNDES $561M finance for 461Mw of wind power in Brazil. 3 projects.

MONDAY OPEN ... Market up 40/21/5. Volume a little light. WTI over $104, Brent ~$110 ... (stock #s in %) WSGP up 28. NORX up 25. MDDD, CCTC, ACFN up 20. XSNX up 14. CBWP, CPWY up 10. ABGB up 1, new high .... ASPW down 46. CGYV down 35. EVSI down 31. AWSL down 17. CABN down 16. UBRG down 15. NAMG down 14. ENSL down 13. MMMW down 12, new low. ECAU down 11. LMRMF down 10.

RUSSIA BANNED US from International Space Station. Obama's turn again. (Will it speed up private shuttle development?) ... Iraq to sue any company or market that deals or markets Kurd oil sent to Turkey. (I saw 1 report that a tanker loaded with Kurd oil did a U-turn in the Atlantic days ago.) ... El Salvador joined Venezuela-led Petrocaribe. Allows govts to take up to 25 yrs to pay for oil with option to trade goods, services for it ... Members of OAPEC announced 34 new oil discoveries, 10 new NG discoveries in '13. Most significant 1.3B bls in Algeria, 71 BCM NG in Qatar ... Spain capping subsidies for clean energy generation to 7.5%/yr. May be revised every 3 yrs. Clean power gens almost 1/3 country's power. Spain has paid ~$76B in subsidies to clean gen since '98. 9B Euros in '13. Cuts will be ~2B Euros. Wind plants built before '04 losing all subsidies. Spain has ~23Gw wind, 4.6Gw solar ... Vestas supplying 158Mw of wind turbines for 3 projects in Turkey ... Scotland govt OK'd SSE Power 224Mw wind project. Scotland goal 100% clean power by '20 ... Delhi India to build up to 100Mw rooftop solar. Program to lease rooftops to private solar utilities. Rooftop owners get 5 cents/Kwh they produce. 2Gw Delhi rooftop potential.

FRIDAY CLOSER ... Market up 88/25/9. WTI over $102, Brent over $108. US NG $4.71. US payrolls at pre-Great Recession peak. Obama, Putin didn't see eye2eye on Dday ... (stock #s in %) ZNBR up 96. POLR up 51. JUHL up 23. CCTC up 21. MDDD up 19. ACFN up 15. ENSL up 12. UBRG up 11 .... NORX down 33. TMEN down 28. DSTI down 23. CCTC down 21. QTMM down 20, run over. MKBY down 16. ZNNMF, AMEL down 14. PWDY down 13. SATCQ, WTWO down 12. FNVRF down 11. (And why was Putin at Normandy. Russia wasn't there was it? Yes, Russia also fought Nazi Germany. Well. But not at Normandy.)

ENERKEM LAUNCHED WORLD'S 1ST commercial-scale waste-to-biofuels/chems plant in Alberta Canada. 10M gal cap. To produce methanol at 1st. Will use 90% of Edmonton muni solid waste that's not recyclable, compostable ... Utah State U researchers: microalgae-based biofuel has potential to supply sizable chunk of world transportation demand. Published findings from worldwide microalgae productivity assessment ... $4T spent '05-'13 on conventional oil exploration/production. Production fell 1Mb/d. $1.5T invested '98-'05 increased production 8.6Mb/d. (Just reporting. I know, again.) ... Europe GHG emissions/person only 50% of US person. And Europe told it has to cut emissions 80% for their share of world keeping global warming to 2*C. (How much really does US have to cut? 30% by '30? Don't think so.) ... Scotland OK'd 242Mw SSE Renewables' onshore wind project ... Los Angeles Dept OK'd 300Mw more solar projects in Cal ... New S Wales to sell Green State Power for up to A$100M ... India to build 4 1Gw solar plants, accelerate 20Gw target ... Ming Yang unit got China govt OK to build 300Mw offshore wind project ... NADB $40M loan for OCI Solar Power ~40Mw TX solar project ... Solar City (SCTY) to buy at least 100Mw of REC Group (Norway) solar panels ... China comp to bid for 220Mw of solar development in Russia's 2nd clean energy tender ... Germany leaning toward allowing fracking to break grip of Gazprom ... Wheat crop in Kansas, Okla struggling with drought. (Harvest in weeks.) ... Energy storage tech breakout likely after '20: former Duke CEO ... Over $1B to be placed in energy storage contracts next 18 mo. Sector expected to boom, bust like solar's last 7 yrs. Then stabilize. Expected to become economical in next 5 yrs.

FRIDAY OPEN ... Market up 69/19/7. Volume light. WTI over $102, Brent over $108. 217K new jobs May ... (stock #s in %) ZNBR up 96. CERPQ up 17. ACFN up 16. MDDD up 14. UBRG up 11 .... AMLM down 31. DSTI, TMEN down 28. AWSL down 17. MKBY down 16. ECAU down 15. PWDY down 13. SATCQ down 12. QTMM down 11, ending 4-day run. XDSL down 11. NFEC, ZNNMF down 10.

SCIENTISTS DISCOVERED 3 new ozone-depleting gases in atmos ... NC governor signed fracking bill that criminalizes chemical disclosure ... US crude imports so far this year 400Kb/d lower than last year ... China filed acceptance to Doha amendment of Kyoto Protocol committing to 40% cut of GHG emissions from '05 base by '20 ... Oil industry needs at least $120/bl for development of Arctic, some ultra-deepwater plays ... IEA forecasts $128/bl by '35. (They've been issuing wildly inaccurate price forecasts for past decade.) ... Sauds have run out of new oil fields to develop ... China clean energy comps raised $1B equity so far this year, up 46% from last year, 2% more than US comps. Fossil fuel comps raised 14x that. US comps raised $2.9B in '13 ... US NG use for power gen now 22BCF/d. Could jump to est. 32BCF/d by '20 ... PNNL team found commercial bldgs can cut heat, cooling el use avg. 57% with advanced energy efficiency controls. Ranged from 20 to 90% cut. Year-long trial at real bldgs. Results higher than computer simulations. Main component HVAC roof units. Found owners can recoup cost of buying, installing advanced controls in 3 yrs. Avg. cost savings $1,500/yr per unit ... Mississippi PSC on record opposing nuke waste storage in state ... DOE considering plan to ship German nuke waste to SC ... Ford, partners unveiled projects to improve cars' efficiency, improve mileage ... In new CO2 rule, EPA assumes all coal-fired power plants can achieve 6% efficiency improvement. Also assumes 1-1.5% efficiency increase/yr beyond power plants from '20 to '30 ... NJ suing 3 energy suppliers saying they deceived consumers by promising lower utility rates, then hitting them with huge bills ... Sungevity, E.ON unit formed partnership to expand solar biz ... Statkraft, SCA broke ground on Sweden wind project. 37 turbines. 1 of 6 projects they're developing together ... Bit-isle to build 11Mw solar plant in Japan. Online early '15. Up to $59M. (High.) ... Goldman Sach's ReNew Power (India) to buy 101Mw of wind turbines from Suzlon ... Sunpower (SPWR) to sell most of $400M debt offering to Total unit. Total owns ~60% of SPWR ... Ascent Solar (ASTI) raised $6M to increase production, get solar chargers into big-box stores. ASTI hasn't had a profitable quarter since going public in '06 ... First Wind to sell power from 7 planned wind farms to PacifiCorp (Berkshire unit). Construction start late '14. 20Mw total ... Independent Fed investigators (CSB) warning Gulf of Mex oil/gas ops still unsafe despite scores of reform efforts ... EPA CO2 rule unlikely to be game change for clean energy innovation: expert ... Obama, Europe leaders call for "ambitious" '15 climate pact ... Fed judges rejected childrens' "public trust" suit v. EPA, other agencies ... Contractor pled guilty to dumping National Mall sewer waste into Potomac ... Appeals court ruled BP must pay Clean Water Act fines for Gulf spill ... WY educators asking Board of Ed to rethink opposition to teaching climate change ... China warned of dangers in removing mountaintops to make cities ... Trove of new creatures discovered in Myanmar since opening up country ... OX2 - Nordic wind developer - plans expansion to new Europe markets ... Perpetuwave seeking finance to develop 40%-efficient wave power tech ... US tariffs on China solar slowing PV price reductions ... Renova Energia getting $458M loan from BNDES to finance 386Mw wind project in Brazil ... IDB $66M finance for 72.8Mw Sun Edison (SUNE) solar plant in Chile ... Martifer Solar (Portugal) to sell 100Mw development portfolio of UK projects ... Gamesa 1st foreign wind turbine maker to secure project finance from China bank. 50Mw project ... EBRD, Uni Credit E57M for 84Mw Romanian wind project ... Nova Scotia Power $208M finance for 115.8Mw wind project ... NRG Yield buying 947Mw Alta Wind Energy Center (largest wind array in world) for $870M.

CHINA REFUSING TO DEFEND S China Sea claims in UN court ... Former chief of US Navy Seals found Keystone XL pipe an easy terrorist target ... Dutch govt demanding Shell/Exxon cut production 20% at NG reserve that accounts for 1/3 of Europe's NG production. Operating 50 yrs. Now lack of pressure creating earthquakes. 120 last year, 40 so far this year. Govt also wants some of profits put into fixing bldgs damaged by quakes. Production expected to start steep decline in next decade. Now contributes $16.4B /yr to Dutch govt in taxes. New production after 20% reduction willl be 42.5BCM/yr, more than 38BCM Russia is to supply China in that new deal ... Farmers Insurance withdrew lawsuit v. Chicago over not doing enough to prevent climate-related flooding ... US States' clean/renewable energy mandates raised power bills just tiny amounts so far: study ... Scientists reporting breakthrough in capturing CO2 from NG production.

THURSDAY CLOSE ... Market up 98/44/12. I'm guessing volume was up. WTI over $102, Brent over $108. NG (US) $4.68 ... (stock #s in %) ONYX up 900 on news. CSKH up 400. EVSI up 72. TMEN up 40. NORX up 33. CABN up 22. MKBY up 16. MMMW up 15. WTWO, NAMG up 14. QTMM up 13, new high. CBEH up 12. AXAS up 12 on news. OLED up 9 .... AEHI down 50. POLR down 33. CCTC down 22. CRGE, BHWX down 20. SRWRF down 14. AMEL down 12. NFEC, XDSL down 10. Ca-ching.

THURSDAY OPEN ... Market up 17/2/flat. Volume light. WTI under $102, Brent under $108. ECB deposit rate taken negative. Germany factory orders up ... (stock #s in %) CSKH up 400 after yesterday's plunge. EVSi up 49. WSGP up 28. CBEH up 19. QTMM up 11, another new high, up 5x since early May, day 4 of latest surge. MKBY up 11. OLED up 9 on news of share buyback .... CRGE down 20. WWPW down 18. ENSL, WTWO down 14. SRWRF down 13 (the comp that filed claim against China solars). CRCL down 12. NORX down 11. LYSDY down 10. XSNX down 9.

WEDNESDAY CLOSE ... Market up 15/17/3. Volume light. (My guess it's summer and refreshing to see an old tradition.) WTI over $102, Brent over $108. Russian military jet intercepted US plane near Japan. (We've seen that show before. They shot that airliner down.) NG $4.63 ... (stock #s in %) WWPW up 23. QTMM up 19, day 4 of this surge to double, up over 4x from mid-May. (I still haven't found the news.) ENSL up 16. FNVRF, HYSR, PSPW up 13. NORX up 12. SSOL, XDSL, CPWY up 11. LEXG up 10. VSPC, AMRC up 9. SUNE up 6 .... CSKH down 90. EVSI down 33. TMEN down 28. JUHL down 23. MDDD down 22, new low. CRCl down 22, new low. WSGP down 22. AMEL, CBEH, EWRL, IFXY down 14. LMRMF, NAMG down 12. AMBT, CSGH down 11. CABN down 10, new low. ECAU, LYSDY down 10. KIOR down 9.

US IMPOSED PRELIMINARY TARIFFS on China solar panels. 18-35%. To collect tariffs in advance of final decision expected later this year from Commerce Dept. (China protesting.) ... China-made solar panels have 2x CO2 footprint of Europe's: study ... US coal power gen over 2B Mwh in '07, NG powgen 857M Mwh '07. In '13, coal 1.58B, NG 1.2B. But NG starting to push out nuclear (clean power), keep investment from wind, solar ... NG flaring at US oil wells in '13 wasted enough to produce 27M Mwh, emitted 15.5M tons of carbon ... $1B earmarked for NYC seawall, other projects ... Calif preparing joint auctions of carbon permits with Quebec ... US approved FL test facility for ocean current power systems ... Canada "muzzling" meteorologists on climate change ... France to pay folks to bike to work. (How about walk? How about work at home? Well, they have that big bike race.) ... Red spruce recovery in New England from climate change ... World markets will look to Mid East for crude after '20: IEA. Predicting decline of N Am oil supply starting around then ... That IEA est. of $48T investment in energy needed by '35 more like $53T to further address global warming. They see 450 PPM CO2 will limit warming to 2*C, not the 350 PPM scientists think. (We're at 400 PPM now.) ... N Carolina comp bought 60M gal/yr ethanol plant for ~$15M. Built for $100M, idled after 9 months. New owner has biofuels from tobacco tech ... Study: US corn acres for ethanol to fall to 11% of crop by '26. (Now like what, 33%?) ... Australia to end Ethanol Production Grants Program next July. Tax will drop to zero, then rise 2.5 cents/liter each year for 5 years ... New India govt expected to give ethanol big push ... EnerVault (Cal) developing iron/chromium "flow battery". Among least expensive ways to store energy. Up to 20-yr life. Last year, Cal PUC directed utilities to invest in energy storage of over 1.3Gw capacity by '20. EnerVault is working with 1Mwh ... PSC of New Mexico to build 4 more 10Mw solar plants for $79M. (A good cost. Same as wind.) Will raise their total solar powgen to 107Mw ... Sun Edison (SUNE) to sell $500M debt vehicles. $350-400M to go for new solar projects, pay debt on solar farms held by subsid TerraForm Power ... Sunpower (SPWR) to build 19Mw solar plant at Nellis AFB for NV Energy, expanding on 14Mw plant built in '07 ... Open Hydro to install 2 tidal energy turbines offshore Brittany for EDF test. Also to install demo commercial-scale plant in Nova Scotia ... BT Group (UK) to buy all power from 22.5Mw Welsh wind farm in $167M deal over 15 yrs. Farm to start up mid-'15. Also buying 300M Pounds of Scot wind power over 20 yrs ... India court deferred First Solar (FSLR) dumping case to July 7 ... Japan comp broke ground on 51Mw solar project on former Japan golf course. Online mid-'16 ... 2 Mitsubishi comps to build 86Mw biomass plant in Japan. Up to $370M cost. Black liquor from making pulp for feedstock. Online in '17 ... Green bonds worldwide on track to surpass $40B this year. Over $16.6B issued so far. $14B issued in '13. (US corp bond market $1.4T.) ... ABO (Germany) targeting 200Mw wind power buildout this year ... E.ON CEO calling for end to clean/renewable subsidies in Europe ... Dorset County Council opposed 970Mw offshore wind farm in S England ... N Am Dev Bank, US-Mex Border Enviro Coop Commission to inject $490M into wind, solar projects ... Wisc Power & Light issued RFP for 600Mw clean power ... Mexico preparing to award up to 180 clean/ren projects this year. Mostly solar, wind ... Brazil registered 17Gw wind, 6Gw solar for Sept 12 auction ... Gates/Clooney in '16. Onward and upward, pards.

WEDNESDAY OPEN ... Dow down 14, SP down 1, Naz up 2. Volume light. WTI over $103, Brent over $109 ... (stock #s in %) HOKUQ up 220, possibly on new US tariffs on China solar panels. NORX up 25. WWPW up 23. CNTO up 20. QTMM up 19, another new high. ENSL up 16. CPWY, PWDY, SSOL, XDSL up 11. HYSR, VSPC up 10 .... CSKH down 90. POLR down 37. DSTI down 27. CCTC down 25. AMEL, NAMG down 19. TMEN down 16. ECAU down 14. AMLM down 12. ABAT, ZAAP down 10. FCEL down 9 after reporting widened loss.

TUESDAY CLOSE .... Market down 21/3/flat. Volume still light. (It's summer. Go on vacation.) ... Europe inflation slowing ... Bond yields lowest since Napoleon .... World Bank approved 1st Russian investment since Ukraine crisis. (Will Putin pay $90B for Crimea?) ... US to bolster military in Europe ... Investment dearth in Europe power supply putting system at risk ... Higher pay building consumer demand in China. (Duh.) ... (stock #s in %) NFEC up 49 on news, volume, landed above top line (top 200-day). CRCL up 47. AMEL up 34, AMLM down 12. (These guys pretty much roll together in valuation.). ACFN up 24 on volume, news. Huge punch out. DSTI up 29. Zoom up over bottom lines (50-days). QTMM up 32, new high, up near 4x since mid-May on volume. XIDE up 25 on volume. CCTC up 20. LYSDY up 17. EWRL up 14. BLQN up 11. ZAAP up 10 on no volume. AMBT up 9 on volume, climbing out since early May, now over bottom lines (50s) .... ONYX down 90 on 150 shares. GERS down 30. PWDY down 29, new low on volume. NORX down 27 on volume. ASPW down 20. MDDD down 14, new low. ZNNMF down 12. SSOL, HYGS down 10. SCTY down 4. Happy trails, pards. Onward and upward.

TO COST $7.3-8.8B/YEAR to implement proposed EPA CO2 rule. FInal rule next June. EPA head expects "significant" revisions. Also, 30% not a target, it's est. of what can be achieved. Energy efficiency at power plants some "low-hanging fruit". States get another year after final rule to submit compliance plans or apply for extension. They can opt for adding clean energy, carbon tax, cap-and-trade, energy efficiency, others. 491 coal plants. States will have to drop CO2 emissions from existing power plants 25% from '05 levels by '20, another 5% by '30. EPA est. coal will be 30% of US power mix by '30. ~39% now ... Global energy industry needs $48T of investment through '35: IEA. $2.5T/year. $8T on efficiency ... IEA predicts $6T global investment in clean power next 20 yrs. $23T on fossil fuel power. (That's an uncaring world for children, grandchildren.) ... China announced plan to cap carbon emissions ... Revamping Europe's energy systems can cut annual spending E81B ... Baryonyx abandoned plans for TX's first offshore wind project. Concerns over migrating birds ... German solar installs in April - 163Mw - down 52% from last April ... Sun Edison (SUNE) partnering with Huantai Group for 1.7Gw China solar buildout next 5 yrs ... World Bank awarded $203M for Ethiopia geothermal power project ... Joule Africa (UK) to build 100Mw solar plant in Cameroon ... First Solar (FSLR) buying skytron-energy. Solar ops, maintenance, data monitoring services ... Upower (FL) got Honduras OK for 100Mw of solar PPAs ... Sunflower (Israel) bought licenses (E5M) for up to 100Mw of wind farms in Finland ... 67% of Americans say "solid evidence Earth is warming": Pew. 54% say "effects of global warming already begun": Gallup. 11% say "global warming doesn't exist": CBS News poll. 73% say "global warming is happening": Stanford. 80% of Democrats have high trust in scientists. 63% of Independents. 46% of Republicans. Stanford. 85% of S Koreans say "global climate change major threat": Pew. 76% in Brazil. 72% in Japan. US Democrats 65%. Spain 64%. Germany 56%. Canada 54%. US Republicans 25% ... Businesses increasingly planning for "water risk" amid more competition for dwindling fresh water sources ... Australia set 2-year temp record. Their govt "needs wake-up call": Jane Goodall ... BOEM issued 1st lease to get power from ocean currents offshore FL ... Wholesale el price caps went up in TX ... A-gas (UK) selling CO2 refrigerant from CO2 collection in sugarbeet ethanol production ... O, by the way, Gazprom extended Ukraine NG payment deadline 6 days to the 9th after Kiev wired $786M partial payment. $3.5B owed. Ukraine pushing for return to discounted price - $268/KCM. Now $485 ... US LNG export developers will be required to get enviro approval from FERC before DOE issues approval. Takes up to $100M for FERC approval process. DOE permit ~$20K. 45-day comment period on rule ... Tata Power developing 134Mw, 95Mw wind projects in S Africa with JV. Online in '17. Tata also developing 126Mw hydropower project in Bhutan, 185Mw hydro project in Georgia ... Global sales of hybrids, EVs to triple to $179B by '24: ID TechEx. Onward and upward, pards. Gates/Clooney in '16. Happy trailers. Do good.

TUESDAY OPEN ... Market down 44/8/3. Volume light. WTI over $102, Brent over $108. Syrians voting ... (stock #s in %) NFEC up 41, back through all lines on volume. AMLM up 22, day 5 of surge from bottom lines to over top lines. QTMM up 17. up near 4x since early May, another new high. LYSDY, BLQN up 17. LMRMF up 16. WTWO up 12. ZAAP up 10 off top bottom line (200-day). AMBT up 10, surge since late May over bottom lines (50-days) .... POLR down 37. ASPW down 25 on news. WSGP down 21. CBEH down 18 on news. EVSI down 16. PWDY down 13. PSON down 12. AEIS down 10 on downgrade, back to bottom.

MONDAY CLOSE ... Market up 26/(5)/1 after US factory data corrected. Volume light. WTI over $102, Brent over $108. Crimea econ sliding downhill. Russia giving Ukraine leeway on NG payments ... (stock #s in %) CSKH up 900. No kidding. POLR up 51. ASPW up 33 on news. QTMM up 33, new high on volume. JUHL, CABN up 30. BFRE up 17. AMEL up 16. DSTI up 13. KIOR up 12. WSGP up 10 .... BLQN down 29. BHWX down 28. EVSI down 16. EWRL down 15. ZNNMF down 13. ECAU down 12 after reporting. ABAT down 11. UBRG down 10, new low on volume. USEI down 10 after reporting. ZAAP down 10. ACFN down 3, new low on volume.

EPA WANTS 30% CUT BY '30 from '05 levels of GHG emissions. Coal power plant emissions in spotlight. Proposal gives local, state officials wide leeway in how to get there. Yearlong comment, review now. GHG emissions already cut 10% from '05. EPA projects net climate, health benefits of $48-82B in '30. Chamber of Commerce projects rule would cost economy $50B/yr. (Let's figure out reality, pards. And what we want to leave our kids and grandkids besides political crap stance.) ... NYC implementing programs to protect water supply from storms ... $10B Canary Islands oil/gas project got Spain's OK ... OPEC crude production up est. 75Kb/d in May to near 30Mb/d. They must increase production another 700Kb/d in 2H14 or world will see higher prices: IEA ... Kurds need to export 400-500Kb/d to keep their govt afloat without Baghdad. Turkey cooperating with Kurds ... Libya militia stole weapons US had provided to train special forces. LIbya AF bombing Benghazi militia bases ... China oil demand up 1.4% in April to 9.75Mb/d ... China this year to phase out ~6M vehicles registered before '05. Next year another 5M. Gas stations in major cities told to sell only cleanest grades fuel. Expecting that to make refineries produce them ... Avg. cost over $130M for drilled well offshore Australia. Over 2/3 fall in that drilling since '03 ... US crude imports from Mexico down 47% in '13 to 850Kb/d. US exported 527Kb/d petrol products to Mex in '13 ... Ecuador to sign $7B deal with China to finance new $10B 200Kb/d oil refinery ... Up to 24B bls oil/gas reserves left in N Sea: Scotland official. Production to increase 14% '13 to '18 ... Russian NG exports to East, West Europe avg. 15.6BCF/d in '13. Up 16% v. '12. Increase mostly from exports to Italy, Germany, UK - up 20% to 12.3BCF/d ... US NG exports to Mexico avg. 1.8BCF/d in '13. Projected 3.8BCF/d by '18 ... US NG demand could increase 3-10BCF/d by '20 from new EPA carbon standards, power plant regs ... Iberdrola to buy LNG from Cheneire's planned TX export terminal projected to open in '19 ... Croatia comp about to bring $6K carbon-fiber E bike controlled by smart phone to market. 250-volt, 500-volt motors for 15-30mph. 3-hour recharge. Crowd funding to raise $250K to get to market ... VW to enter US EV market with e-Golf this fall ... All 165K of Houston streetlights to be converted to LEDs over next 5 yrs ... EDF Canada, Enbridge commissioned 300Mw wind farm in Alberta. Vestas 1.8Mw turbines. C$600M ... DTE Energy buying 75Mw wind farm from NextEra Energy subsid ... SPWR connected 2 solar farms - 33Mw total - to S Africa grid ... Vestas to supply 53Mw wind turbines for 1st wind farm in Guatemala ... Tata completed 25Mw solar farm in India. $42M. (Darn good price.) ... Conscience-based investing up 5x since '07: report ... Studies link aircraft emissions to health woes near airports ... KY cut 1/3 of jobs at coal mine safety agency ... Global PV solar installs 38Gw in '13 ... Soitec OK'd to sell 40% stake in 44Mw S Africa CPV solar project to state pension fund ... Abengoa Yield to launch $600M IPO ... Renova Energia to bid for 243Mw wind power in Brazil auction this week ... India solar duties will set back their PV market 2 yrs: analyst. Up to 1Gw of existing projects may be scrapped ... Australia comp planning 60Mw Ohio wind farm with Nordex turbines ... Suzlon lost "only" $102M in F4Q13 ... Russia to invest up to $147M in solar in Altai region by '18.

MONDAY OPEN ... Market down 17/19/4. Volume light. US manufacturing expanded less than forecast. China manufacturing at 5-month high. S&P volume at 6-yr low. Spain king abdicates for next generation ... (stock #s in %) CSOL up 57. CRCL up 47. CABN up 30. BFRE up 21. XSNX up 12. WSGP up 10. QTMM up 9, new high .... GERS down 16. LEOM, PWDY, UBRG down 15. ACFN down 4, new low.

NEW US CARBON POLLUTION STANDARDS can save American businesses, households over $37B/yr on electric bills, create 274K jobs: NRDC. (Plus reduce health costs.) ... China announced new target to reduce HFC emissions by equivalent of 280M tons of CO2 by '15 ... Abengoa to build $112M desalination plant in Morocco. Enough water for 800K folks ... Europe's fuel cells market est. to reach $613M by '18 ... Fuel cells offer avg. 400% more energy density than batteries ... Caracas taps running dry, water bottles vanishing ... US total natgas imports 1.3TCF in '13, lowest level since '89 ... Eni found NG in their block in Mozambique. Est. 85TCF. 180TCF total discovered so far by all in Rovuma Basin ... Eni, Kogas (Korea) to begin exploration offshore Cyprus. Cyprus proven reserves 6TCF, expects to find 5TCF more ... NG discoveries in Tanzania 45TCF so far. Govt formed state oil/gas comp. But latest bidding netted only 5 bids for 4 of 8 oil/gas blocks up for auction ... Nova Scotia putting 4 deepwater parcels up for oil/gas auction ... Egypt extended by 2 months auction of near 2 dozen oil/gas exploration licenses ... US auctioned off over 100K acres across S Utah. BLM pulled in $2.8M.