THURSDAY CLOSE ... Market down 317/93/39 in global selloff. Argentine default. Greenspan prediction yesterday. Volume heavy. Dow, SP fell through 50-day lines, Naz hit theirs. Russia oligarchs blacklisted by EU. G7 oppose new World Bank projects in Russia. WTI under $98, Brent under $106. US NG $3.87 ... (stock #s in %) ASPW up 62. CGYV up 52. NGLPF up 49. LSCG, XDSL, MDDD up 33. PTOS up 31. AWSL up 29. BSRC up 27. PWDY up 26. AMLM up 20. WSGP up 19. UBRG up 16. CSGH up 13. AMRC up 11 .... IFXY down 48, new low. LYSDY down 32. GEVO down 29 on news. GWBU down 24. CCTC down 19. CNTO down 18. DPSM, SLMU down 12. SENY, CREG, AMEL down 10. AMPD down 9, back on bottom.

JAPAN CUT SOLAR TARIFFS BY 1/5 ... California, Mexico signed pact aimed at reducing GHG emissions ... Water may run out in Sao Paulo in 100 days ... New Jersey launched $200M bank to develop microgrids ... Panasonic to help Tesla (TSLA) build battery "gigafactory" ... US crude production down 122Kb/d last week to 8.44Mb/d: EIA. (May be EIA effort to realign estimates with actual output.) ... 2 comps to build world's largest cellulosic biofuels plant in China. Will use 1-1.3M tons/yr of ag residues. To use Novozymes enzymes. ~$325M investment ... Over $192M worth of natgas lost in '11 from leaks in US pipelines. (Plus the emissions.) ... Iberdrola to build 202Mw wind farm in TX. $400M. Complex capacity 606Mw when completed ... Boralex unit bought 14Mw wind power project in France. Online by '16. 25M euros ... NYSERDA to fund $250M of clean/renewable power projects ... Brazil development bank will allow solar developers to import solar panels until '20. Then local content rules will apply ... GEVO sold $18M of shares at 60 cents each to fund renovation of MN biofuel plant ... Sun Edison (SUNE) got $46M construction loan for 18Mw solar project in Ontario. Online this year, then selling to Firelight. German bank also to provide up to C$63M long-term debt for the project ... India could save itself $42B in solar imports by helping develop its own solar industry: KPMG. Indian solar factories operating at 1/5 of capacity ... Tata unit completed 2Mw rooftop solar project in India. Another 1Mw next year at same location ... Demand for solar power credits in India rose to 4-month high this month after a utility entered the market to comply with govt clean power targets. Credits cleared at minimum price of $154/Mwh. Wind, hydro, biomass credits trade separately ... Japan fabric maker to build 6.2Mw biomass plant for $29M. Wood chip fuel ... Deutsche Bank funding Gestamp Solar's 31.5Mw solar project in Japan ... American DG Energy aims to raise $20M in public offering ... Centrica, DONG halted development of 2.2Gw wind project ... Municipal waste could provide 12% of US electric, heat tens of millions of homes, businesses: Columbia U. center. Also would keep 123M tons of GHG emissions/yr out of atmos, reduce coal use ~100M tons/yr. Non-recyclable plastic could be converted to oil - 6B gal gas/yr ... Smuckers committed to sourcing only deforestation-free palm oil ... Tighter ozone limit would shutter 1/3 of US coal power plants: NAM study ... BLM leasing Colo tract for coal mining for $2.9M.

THURSDAY OPEN ... Market down 175/59/21. Volume normal. WTI over $99, Brent over $106. Argentina default ... (stock #s in %) PTOS, AMLM up 31. LSCG up 29. BSRC up 27. UBRG up 25. WSGP up 19. XDSL up 16 with news. MMMW up 13 with news. CSGH up 13. ABAT up 9 .... GEVO down 28, new low with volume, news. CBWP down 21. MDDD down 20. ECAU, LYSDY down 17. AMEL down 15. GERS down 13. SLMU down 12. CJES down 11 after reporting. CCTC, XSNX down 11.

WEDNESDAY CLOSE ... Dow down 31, Naz up 20, SP flat. Volume normal. WTI under $100, Brent ~$106. NG $3.78. Fed standing pat on tapering. Greenspan: stocks to see "significant" correction. Gold under $1,300 again. Argentina default? ... (stock #s in %) VNDB up 100. IFXY up 60, new high. PWDY up 40. CABN up 23. CNTO up 22. OPTT up 16. GERS, BLQN up 15. PSPW up 13. POWI up 11, jumped through all lines. HYGS up 11 after reporting, day 4 of surge out of lines. CDXS up 10 with volume, heading up .... ECAU down 41, new low with volume. BOPO down 25. AWSL down 24. BSRC down 20. NGLPF down 19. AMEL, MDDD down 16. PTOS down 14. JUHL down 13. NORX down 10. ACPW down 9, new low with volume. KIOR down 2, new low.

RUSSIA'S ABILITY TO TAP NEW OIL RESOURCES targeted by latest US, EU sanctions. Latest drilling tech to be withheld. Exxon, BP affected ... World Court unit ruled Russia must pay $50B to former Yukos shareholders. Russia expropriated Yukos in '05. Russia to appeal ... Ukraine parliament rejected allowing EU, US comps to buy up to 49% of Naftogaz. Also against liquidating Naftogaz or splitting it in 2 to conform with EU rules ... Rosneft says profits rising despite sanctions ... US judge ordered seizure of Kurd oil on tanker off TX coast. (Yesterday I reported it was being unloaded in Galveston. That was wrong.) ... Stanford researchers, including Chu, claim major breakthrough in lithium batt design. Pure lithium anode could boost EV range to 300 miles ... DOE taking 1st steps to curb leaks in natgas systems (pipelines, compressors, etc.) ... Small islands 1/2 world's most climate-vulnerable real estate: study. S Pacific summit just held on it ... Peru got high-tech map pinpointing illegal destruction of its trees ... Global warming among top US national security concerns: defense experts ... Sea star plague spreading in Pacific offshore Cal ... Exelon to buy Bloom Energy fuel cell plants ... Styrene listed as possible carcinogen ... NM nuke waste repository cited for 52 safety violations ... Duke Energy buying $1.2B power gen capacity ... TX onshore oil production up 27% last month: regulators. (Not clear if that's over last year or previous month this year.) ... SMA Solar cutting 600 more jobs, may lose up to $60M this year ... France $13.4B energy plan to spur efficiency, clean/renewable power using tax credits, low-interest loans. Now legislature approval sought. (I still don't understand why they want to cut nuke power back to 50% of total power gen. Nuke is 24/7 CLEAN power.) ... Brazil's 1st solar-specific power auction drew 10.8Gw interest. Also 626 wind projects proposed, 8 biogas projects. Oct 31 auction. Govt expected to buy ~1Gw solar ... BMW offering fast batt chargers to help EV sales ... Trees soak up air pollution, provide $7B/yr in US health benefits: study ... TX city dumped special powder in reservoir to fight evaporation ... Green Plains (GPRE) 2Q profit up 5x over last year to $32M on revs of $838M. 6 mo net $75M vs. $8.5M last year ... Global biodiesel market to see 8.1% CAGR through '18: TechNavio report ... India could save $3B/yr of petrol imports with E10 policy ... US utilities importing more coal from countries like Russia, Colombia, Indonesia to hedge against poor rail service, fulfill unique blends, lower costs vs. US coal. 1.23M tons imported 1Q14, up 73% over 1Q13 ... Ongoing BNSF backlog stranding grain shipments across Great Plains, threatening to shut down Wisc coal power plant by Jan ... New software to let EVs "talk" with utilities to help manage grid stability ... Jinko Solar getting $225M investment for new projects. China Development Bank led funding. Jinko to develop over 600Mw this year ... China solar exports up 18% to $7.42B 1H14 over 1H13 ... UPS reached '16 goal of reducing global CO2 emissions 10%. New target 20% by '20. Reduction of 1 mile/day/driver saves up to $50M/yr plus less emissions. 3.6K of 96K vehicle fleet now using alt fuels. Going to LNG ... India's Uttar Pradesh planning 300Mw solar auction. Bids by Sept 8. Another 20Mw auction for projects under 5Mw ... Astonfield to build 2 solar projects - 4Mw total - in Mauritius. $8.2M. Part of 10Mw auction ... Xinyi Solar to raise $100M in share issue ... NRG Yield raised $652M from stock sale.

WEDNESDAY OPEN ... Dow down 54, Naz up 21, SP up 2. Volume light on Fed wait. WTI over $101, Brent over $107. US GDP up 4% 2Q. US added 218K new private sector jobs in July: ADP ... (stock #s in %) IFXY up 63. DSTI up 45. LSCG, PSPW up 17. XDSL up 16. DPSM up 15. POWI up 12. CNTO up 10. ABAT, XSNX up 9 .... ECAU down 33. CBWP down 30 after yesterday's jump. WTWO down 25. LEOM down 14. SENY down 12.

GLOBAL WARMING COULD COST US ECON $150B/YR if carbon emissions not adequately reduced: White House. ($150B/yr. Is that a lot? We spend $150B/yr on studying fish crap. Maybe the White House meant something else or more money. Maybe they missed a decimal.) ... Global warming, smoggy air will likely make it more difficult to feed growing world population: MIT-led study ... EPA released final pollution reduction plan for Navajo coal power plant, one of US's largest coal plants ... Cal to work with Mexico on carbon pricing, other climate, enviro programs ... Rising amount of heat-trapping water vapor in atmos caused by human activity: report ... China refrigeration demands with changing diet will add to global warming ... Australia think tank warns of effects of global warming on public health. Yet they dropped carbon pricing ... EPA not acting on drinking water risks: GAO ... Cal city says emails show "illicit, illegal" relationship between utility, regulator ... AEP exec calls EPA power plant carbon emissions rule "not credible" (Yea, right.) ... Canada regulator ordered work halted on Enbridge intl pipeline ... New Jersey moving forward with distributed energy resource plan. $200M allocation ... Solar panel prices expected to rise in US from new tariffs on China/Taiwan solar comps. China solar projects also to fuel higher panel prices ... Japan plans to step up support for coal power plants in developing countries. $4B/yr worth. To sell Japan coal tech. Earlier this month, Japan Bank for Intl Coop loaned $202M to Vietnam comp to help it purchase Japan coal plant equipment ... DOE has developed porous silicon that can replace graphite in lith-ion batts, hold 10x more charge ... MIT now developed spongy graphite to generate steam with solar cells. (Good for desalination, hygiene systems, sterilization, remote aps.) Layer of graphite flakes over carbon foam. Floats on water. 85% efficiency ... 2 Wisconsin utilities - once among solar proponents - now say solar industry has grown so much it's hurting their biz, customers. (Aw. Really hurts customers?) ... TransAlta to build, own, op 150Mw combined-cycle NG power plant in Australia. AUD $570M. Online '17 ... BluEarth got $77M loan for 15Mw run-of-river hydropower plant in BC Canada. Online '16 ... Sunpower (SPWR) to raise another $25M in stock sale ... Plug Power (PLUG) got another WalMart order for 286 fuel cells. 3Q delivery. (Not much backlog.) 10th WalMart site to use PLUG FCs for forklifts ... UK Green Investment Bank funding 4Mw biomass boiler at Scot distillery ... Suzlon to double India wind installs. Raised Bloomberg est. 13% to 2.6Gw wind installs this year ... Intelligent Energy (UK fuel cell maker) signed 2-yr, "multi-million" pound deal with Japan automaker ... German solar installs much weaker this year. US, UK, France more than expected: Solar World ... NextEra to start construction of $300M Ontario wind project despite local disapproval. (Um, we don't like to do anything against local people's will in clean energy industry. Hopefully, opposition is from irrational old guard.) ... SBC (UK) plans 49Mw solar project on Welsh island ... Over 39Gw solar (PV, CSP) installed globally in '13. 1/3 of all newly added clean/ren powgen cap: Worldwatch ... Another giant hole found in N Siberia permafrost. 3 now ... Keep your boots on, pards, and powder dry. Onward and upward. Happy trails and tie downs. Vaya con Dios.

TUESDAY CLOSE ... Market down 70/2/9. Volume a touch over normal. WTI over $100, Brent over $107. US NG $3.75. Russia violated nuke arms treaty: US. (Trust but verify. I guess this is verify.) More EU, US sanctions on Russia. O goody ... (stock #s in %) CBWP up 172 on news, volume. WTWO up 100 with volume. LEOM up 29 with volume off bottom. NGLPF up 26, new high. BLQN up 17. GEVO up 13 with volume. AMSC up 12 with volume, climbout from May continues .... AEHI down 66. CSOL down 42. ECAU down 37, new low with volume. GWBU, MGLT down 31. LSCG down 30, new low with volume. IFXY down 27. PWDY down 25. AMLM down 23. CCGI down 21, new low with volume. XDSL down 14. CNTO down 13. PTOS down 11. TERP down 2, new low. GPRE down 1 with volume after hitting new high.

ISIS REPORTEDLY TOOK SYRIA NG FIELD that supplies Damascus, then pulled out after destroying field's equipment, taking 15 tanks before Syrian jets got there ... May not be enough WTI-compliant oil around to deliver on futures contracts ... IMF cut '14 global growth forecast to 3.4% from 3.6% on slowdowns in China, US econs, increased possibility of military conflicts. Sees possible "sharply higher" oil prices from Mideast "unrest" ... Iraq parliament named Kurd as President (powerless) ... Tanker of Kurd oil - 1M bls - unloading in TX ... Iraq Shiite militia being killed in droves in confrontations with ISIS ... Angola counting on 8 new offshore oil projects to help raise production to 2Mb/d by next year from 1.66M now ... Russia exporting less crude, more refined products ... Poland oil production up 33% over last year to 24Kb/d. NG production near 40BCF in 2Q, up 3% yoy ... S Korea plans to add 60M bls storage of crude, refined products by '20. Wants to be NE Asia oil hub ... Piracy of coastal oil tankers up in SE Asia ... Production costs of Canada oil sands range $51-$107/bl depending on extraction/processing methods ... Pakistan getting China help for $2B LNG import terminal, $1B pipeline ... Lebanon likely to delay offshore oil/gas leases again until next year. (Govt unstable.)

TUESDAY OPEN ... Market up 48/22/4. Volume normal. WTI under $100, Brent over $107. Fed meeting ... (stock #s in %) CBWP up 400 on news. WTWO up 50. GEVO up 18. BLQN up 17. CABN up 14. USEI, ABAT up 12. AXPW up 11. EWRL, NFEC up 10. PLUG up 7 with news, volume. GPRE flat, new high .... IFXY down 19. ENSL down 17. PSPW down 16. CNTO down 13. AMEL down 11.

MONDAY CLOSE ... Dow up 22, Naz down 4, SP flat. Volume light. WTI over $101, Brent over $107 ... (stock #s in %) CSOL up 90. AMEL up 73 with volume, news. ECAU up 30. CNTO up 23. PSPW up 19. NGLPF up 17. GWBU up 16. HYSR up 13. NORX up 11 .... PPRW down 43. BLQN, CRCL down 36. BFRE down 27, new low with volume. CABN down 22 new low with volume. PRHL down 20. POLR down 16. LEOM, AMTX down 15. USEI down 15 with news. XDSL, CCTC, AMBT down 12. OOIL down 11.

COMMERCE DEPT DUTIES ON CHINESE SOLAR 10-54% for dumping below market prices. Separate from June duties of 19-35% for unfair subsidies for China solar comps. Final rulings later this year ... Significant levels of bee-killing chem found in Midwest waters ... Sun Ed bought 156Mw solar project from Community Energy ... Hannon Armstrong (HASI) to finance Sunpower (SPWR) home solar projects ... Britain to make more land available for oil/gas drilling (fracking). 1st expansion since '08 ... Second hole in Siberia permafrost drawing fresh attention to warming Russia tundra ... US issued cessation orders against Tennessee coal mining comps ... US agencies continued to cut their GHG emissions in past year ... UK regulators getting support from industry, enviros on way to measure emissions from burning wood chips ... Tropical fish migrating north destroying temperate kelp forests ... Some flies may be poorly equipped for drier climates: study. (That may be good news?) ... DOI moving to open up more US Arctic offshore oil/gas leases ... Rosneft (facing sanctions) won't be joining Exxon in Arctic Alaska NG field development ... China State Grid Comp buying 35% stake in Italy grid for 2B Euros. (China buying Italy?) ... Australia OK'd largest coal mine ... German govt paying more utilities than ever - 20 - to help stabilize grid with increasing wind, solar power. Utilities pledging to cut, add power within seconds. $1.1B power balancing market. Can be paid up to 400x wholesale power prices ... White House indicating biofuel blend mandates to go up ... Venezuela $4B oil-for-loan deal with China. Venezuela inflation hit 62% in last year. $40B borrowed from China since '08. 100Kb/d more to be exported to China, 500K now. (China buying Venezuela?) ... US refineries' production highest level since '89. 16.8Mb/d last 2 weeks. Profit margins good ... Nigeria to probe 248 abandoned containers of power (grid?) equipment ... Sauds committing over $109B to clean/renewable power by '32. 20-23% of total power target ... First Solar (FSLR) to supply 100Mw for XSOL Japan projects ... Brazil's Pernambco held nation's 1st solar power auction last year. Now on hook to buy the power, unable to find other bidders. 96Mw @ $102.5/Mwh for 20 yrs. Solar power costs ~75% higher than wind ... GE to deliver 76Mw wind power equipment in India to 3 projects, 126Mw total for projects. Online mid-'15 ... Japan Asia Group to build 20Mw solar project in Japan. Construction start 1H15 ... NRG Yield planning $400M note sale to fund Alta Wind deal ... Hareon Solar to build $970M, 600Mw solar project. (Good luck with numbers?) ... Dutch consortium closed finance on 144Mw offshore wind farm.

MONDAY OPEN ... Market down 46/33/9. Volume light. WTI over $!01, Brent over $107 ... (stock #s in %) AMEL up 106 with volume, news. CSOL up 90. WTWO up 50. ECAU up 26. ENZR up 13. CREG up 10. GPRE up 1, new high .... PPRW down 43. CRCL down 40. BLQN down 36. WWPW down 30. PRHL down 27. XDSL down 25. ENSL, UBRG down 13. ENPH down 12. TMEN, USEI down 10. AMTX down 9.

FRIDAY CLOSE ... Market down 123/22/9. Volume light. WTI over $102, Brent over $108. NG $3.78 ... (stock #s in %) GWBU up 27. ONYX up 20. AMBT up 19. HYGS up 17 on news, broke out from top 3 lines. GEVO up 14 off bottom with volume. IFXY, XDSL up 14. HYSR, DPSM, PSON up 11. PWDY up 10 .... WTWO down 50. AMEL down 28, new low with volume. NGLPF, CNTO down 19. USEI down 18, new low with volume. BHWX, CERPQ down 15. CSOL, LEOM down 14. TMEN down 13. AXPW down 11 with volume. CGYV down 11. GPRC, NORX down 10. LSCG down 9, new low. MXWL down 9 with volume to bottom line (200-day).

ISIS STOLEN OIL CAN'T GET ACROSS IRAN BORDER. Iran won't take ISIS black market oil trucks. Sauds warning Iran not to intervene to support Iraq Shiites, ignoring Iran appeals to join in stopping ISIS. US drone base in Irbil ostensibly to protect Kurd (Iraq) oil assets. Sauds likely to depend on Egypt troops to defend their north border ... 7 states of Colorado River Basin depleting groundwater reserves at rapid rate: study. 17.3T gals lost '04-'13 - 2x of a full Lake Mead. Not known how much water left. Current drought entering 15th year. Basin supplies water for 40M folks, irrigates 4M acres ... Cal gov to sign climate pact with Mexico ... Global warming found not driving tropical soil carbon into atmos ... As shorelines shrink, Cuba looking to revitalize mangrove forests ... June global avg temp highest on record for month. 1.3*F over 20th century avg of 59.9*F ... UK announced over 200M Pound/yr cap to clean/renewable subsidies. 50M for established techs - onshore wind, solar, etc. 155M for new techs - offshore wind, ocean power ... EC approved UK clean/ren power contracts, "capacity payments". Also approved $17B UK awarded 5 offshore wind farms ... UK legally bound to reduce GHG emissions 50% by '23-'27 from '90 levels ... Colorado court struck down Longmont fracking ban ... IEA forecasts 1.3%/yr increased global oil demand '13-'19. Assumes global econ growth of avg. 4%/yr vs. 3.6% this year. Oil use to econ growth ratio falling over time. IEA also predicting 1.6%/yr growth of liquids supply (crude, condensates, NGLs, biofuels combined). Lots of risky assumptions, maybe too rosy ... $5.4T spent on oil/gas exploration/production past 6 yrs. Little to show for it ... Global biomass power gen market est. to grow 7% CAGR '13-'18 ... New energy paradigm: 1, world oil demand now driven by emerging economies. 2, growth in oil production since '05 has come from lower-quality HCs. 3, stagnating world production of crude means significantly higher prices. 4, geopolitical disturbances holding back growth in oil production. 5, geological limitations also holding back world oil production ... Suzlon Q loss narrowed to $125M. Income was up 20%. India wind market improving ... Infosys to invest in 200Mw of clean/ren power by '18. To spend $233M for wind, solar, biomass, hydropower ... Showa Shell unit to build 13Mw solar plant in Japan. Online in '16 ... 2 Portugal comps investing $296M in 4 wind farms in Portugal. 171Mw total. Online mid-'15.

FRIDAY OPEN ... Market down 149/18/5. Volume slightly light. WTI over $!01, Brent under $107. US capital goods spending up in June ... (stock #s in %) MDDD up 27. HYSR up 19. CABN up 11. BIOF up 8 with volume, near top .... NGLPF down 23. CERPQ, ECAU down 16. BHWX down 15. XDSL down 14. PSON down 11 with news. LSCG down 11, back on bottom. CGYV down 11. GPRC, TMEN down 10.

THURSDAY CLOSE ... Market flat, mixed. Volume normal. WTI ~$102, Brent over $107. NG $3.86 ... (stock #s in %) CRCL up 56. USEI up 54 on news. WWPW up 24. POLR, ECAU up 20. CERPQ up 18. BHWX up 17. CNTO, CSOL up 16. GERS, CABN up 12. NORX, OOIL up 11. SCTY up 4 .... DSTI down 31. GPRC down 27. GWBU down 24. MDDD down 21. LSCG down 16. DPSM down 15, new low. ZAAP down 14. PWDY down 13. KNDI down 10.

ISIS BATTLING FOR SYRIA NG FIELD that supplies Syria, Iraq power plants. 700 reportedly killed ... Large Iraq refinery at Baiji still in Baghdad hands, but surrounded by ISIS, no longer operating ... Baghdad threats of lawsuits, retaliation against buyers seem to be keeping Kurd oil exports off market ... New CIA drone base near Erbil. (Can they reach E Ukraine?) ... Germany ready to help Nigeria with clean/renewable power gen ... India uranium exec suggesting people with deformities were "imported" ... China energy plans will exacerbate climate change: Greenpeace ... India plans to auction 1.5Gw solar power capacity. "Solar may supply power as cheaply as coal 5 yrs earlier than expected." (By '17.) ... Study uncovered error in data measuring Antarctic sea ice ... Climate models more accurate when considering natural ocean cycles: study ... Banning power blackouts a prime Pakistan policy goal ... TX, OK would be among biggest econ winners under proposed EPA carbon emissions rule. Yet their governors oppose it vociferously ... Water prices soaring for Cal farmers (drought growing) ... IL court OK'd utility surcharge to pay for Future Gen "clean coal" project ... Maine LNG import project began filing process to export LNG ... US crude production down 27Kb/d last week to 8.56Mb/d: EIA (EIA may be compensating for previous overestimates.) ... USDA, private sector launched $10B fund to boost rural infrastructure projects ... TX regulators slammed EPA database that shows them lagging. (TX just spent $7B on transmission lines to get western wind power to eastern cities. They ain't laggin'.) ... Offshore wind turbine platforms can be rich sources of foods that sustain harbor seals. (Are harbor seals that much concern? Maybe when they overpopulate from extra food.) ... Iberdrola, GE Hitachi deal to reuse existing reprocessed plutonium in UK for power gen. Est could recycle UK's entire plutonium stockpile - over 100 tons - in 25 yrs ... Consumers Energy selected 4 Mich farms to produce power with anaerobic digesters ... GE tech chosen for combined heat/power project in Mexico. 13Mw power ... Arch Coal idling Cumberland River Coal complex in VA, KY ... BWEN (Broadwind) got $34M order for wind towers from US comp. ~2/3 BWEN's '15 output sold ... Sharp pulling out of Italian thin-film solar venture to end overseas solar panel production. Selling 1/3 stake to Enel for basically nothing.

THURSDAY OPEN ... Market flat, mixed. Volume normal. WTI over $102, Brent over $107. Gold below $1,300. Ukraine govt collapse: 2 parties quit, premier resigned. new elections sought ... (stock #s in %) USEI up 48 on news. GERS up 23. XSNX up 12. OOIL up 11 with volume. NORX up 11 .... PWDY down 44. GPRC down 25, new low with volume. CBEH down 23. MDDD, NGLPF down 22. MMMW down 16. LSCG down 14. SOPW down 13. CCTC down 9.

WEDNESDAY CLOSE ... Dow down 26, Naz up 17, SP up 3. Volume about normal. WTI over $103, Brent over $108. NG $3.78 ... PWDY up 134. PPRW up 75. WTWO, BFRE up 33. PTOS, LEOM up 32. BSRC up 26. LYSDY up 22. SRWRF up 20. LMRMF up 17. POWR up 12. NGLPF, IFXY up 11. SSOL, BIOF up 10 .... HYSR down 28. ECAU, GERS, CGYV down 25. CABN down 23. SENY down 17. GEVO down 15, new low. CBAK, CCTC down 12. KNDI down 12 on volume. AMEL down 12, new low with volume. AMBT down 9, new low.

MARS S. POLE ICE CAP SHRINKING 3 summers in row: NASA. (Mars orbit eccentricity ~5x greater than Earth's. Dust storms contribute to planet warming. Little empirical evidence Mars is warming. We can measure sun's output accurately. We know sun is not heating up solar system.) ... Scientists found way to cool solar panels to improve performance. Specially-patterned layer of silica glass added to cells ... Carolinas may face billions in flood damage by '50 ... Increasing floods in SE Asia crippling families, wrecking villages ... Europe's wind power industry cut forecast for region's installs to 192Gw by '20 from 230Gw forecasted in '09, '11. Falling power demand, econ slump, govt regs uncertainty. 23.5Gw offshore wind forecast. EC downgraded '20 power demand forecast 11% ... Onshore wind power now cheapest form of new power in Denmark. Wind plants to come online in '16 will provide power at 1/2 price for coal, NG power. ~5 cents/Kwh. Denmark target of 70% clean/renewable power by '20 ... New DOT oil-by-rail rule to overhaul tank car standards, curb speeds for "high hazard" trains ... Groundwater hit record low in Cal's San Bernadino Basin ... DOE seeks investing partners for loan guarantee program ... Argentina biodiesel exports up 14.5x in May yoy to 118K metric tons. 141% over April. Govt cut export duties to 11% from 21% ... US ethanol lowest cost transport fuel in world: RFA study ... U of Twente (Netherlands) researchers found way to improve quality of biofuels before reaching refining. Pack more punch than crude oil, rival energy in diesel fuel. Catalyst of sodium carbonate on sheet of aluminum oxide crystals. Oil then heated in nitrogen to 500*C. Nearly 2x biofuel energy content. Further improvement with adding cesium, sodium carbonate. All waste vegetation feedstock ... Ukraine's cabinet may waive clean/ren tax exemption ... Colombia opened up oil/gas leases to foreign investment. Statoil got license ... S Portland, Maine to restrict export of Canada oil sands from its port. Now needs legal defense fund for likely oil industry challenge ... Attempts to maintain ceasefire, stabilize S. Sudan failed again. Their oil production down to 165Kb/d ... Tesla (TSLA) delivered 7.8K cars in 2Q ... KfW green bond up to 2.65B Euros. Banks, corporates issued $17.6B of green bonds 1H14 vs. $10.8B 1H13 ... Exxon drilling rig left Norway over weekend for Russian Kara Sea for JV project with Rosneft. $3.2B exploration phase ... Illinois court requiring utilities to buy power from carbon capture, sequestration plant ... ABB will no longer bid on orders to design, build solar projects after disappointing 2Q ... Suniva to build 200Mw solar cell/panel manufacturing plant in Mich. Construction start 4Q ... DOE, NRG Energy began work on world's biggest CCS power plant. Also will help oil extraction. $1B project in TX. 80-mile pipeline ... Solar 3D (SLTD) to install 3Mw at Cal winery ... Power Secure ( POWR) got $140M of orders. Pair of utility-scale solar projects. Also $20M orders for generation systems, several additional solar projects ... PSEG Solar Source buying 3.6Mw solar project in Vermont from Juwi Solar. Online later this year ... Babcock, Wilcox got $80M deal to build 280Mw biomass plant in Denmark for Dong Energy. Mostly wood chip feedstock. Online in '17 ... Scotland OK'd 171Mw extension to wind farm to bring total to 512Mw. Also OK'd new 69Mw wind project. Scotland already providing over 1/3 of UK's clean power gen ... Orix (Japan) to build up to 15 geothermal plants in Japan next 5 yrs. Up to $246M investment ... Solexel raised $31M from VC funds ... United PV bought 20Mw asset.

WEDNESDAY OPEN ... Dow down 7, Naz up 19, SP up 4. Volume slightly light. WTI over $102, Brent over $107 ... (stock #s in %) PWDY up 81. ECAU up 35. LEOM up 32. PTOS up 12. POWR up 9 on news. LMRMF, LYSDY up 9. GPRE up 1, new high .... HYSR down 29 with volume. GWBU down 24. CABN down 19. GERS down 16. USEI down 13. GEVO down 10, new low. AMBT, ZNNMF down 9.

TUESDAY CLOSE ... Market up 61/31/9. Volume light. WTI over $104, Brent over $107. NG $3.81. Sauds opening their stock market to foreigners. China total debt 251% of GDP ... (stock #s in %) HYSR up 81 on volume. Leap off bottom lines (200-days) to over top lines (50s). Had March leap. CBEH up 44. AMEL up 33. OPTT up 31. MDDD up 27. AMLM up 19. CABN up 16. PWDY up 14. XSNX up 12. USEI, BFRE up 11. FCEL up 11 on volume, day 2 of surge off bottom lines (200s). LMRMF, SENY up 10. LYSDY. ACFN up 9. AMSC up 5, 2-month rally continuing .... PTOS down 24. ECAU down 20, new low on volume. LEOM, WSGP down 17. CNTO, XDSL down 12. CRCL, PRHL down 11. LSCG down 9, new low. PLUG down 3 on volume.

THIS JUNE WAS GLOBE'S HOTTEST EVER ... Seas rising 1cm/yr offshore Philippines, Australia ... UN giving climate change policy a major role in dealing with poverty ... Largest ever wildfire in Washington state history ... UK keeping target to cut carbon emissions 1/2 by '26 ... Brazil development bank got $335M loan from German development bank to finance Brazil wind power projects ... KfW to launch green bond ... German states calling for public sector boost for offshore grids ... India to revive accelerated depreciation for wind farms, add 1Gw/yr capacity ... Peru gutted power of its enviro ministry ... Whale sharks migrating to cooler waters as ocean temps rise: study ... Despite leaks, NG emits 1/2 GHGs of coal over its lifetime: analysis ... "Underfunded, understaffed" Pennsylvania oil/gas regulators lax on polluters: audit ... PA failing to protect streams from coal mining: report. (And all the toxins flow down to Ohio River and feeds water supplies for tens of millions of folks. Ode to joy.) ... EPA has improved its radiation monitoring: IG ... National Hockey League 1st major sports league to release assessment of its GHG footprint, climate change vulnerabilities ... NRG Energy buying 4Mw solar project on St Croix from Toshiba ... Sun Ed (SUNE) to build, op 14Mw solar plant in Nevada. Online in '15 ... Solexel, backed by Sunpower (SPWR), raised $31M more to begin commercial-scale solar module production. Uses silicon gas vs. ingots sliced into wafers ... Suzlon to set up wind turbine factory in Brazil ... Shunfeng PV got $322M credit line for solar projects.

TUESDAY OPEN ... Market up 62/32/9. Volume a little light. WTI over $104, Brent ~$108 ... (stock #s in %) GWBU up 23. HYSR up 22. NORX up 16. SENY up 15. OPTT up 14. LYSDY up 12. USEI up 11. FCEL up 10 with volume. ASYS, XSNX up 9. PLUG up 7 with volume .... CGYV down 34. AWSL down 29. NGLPF down 28. PWDY down 25. WSGP down 17. XDSL down 12. BFRE, CABN down 11. SOPW down 10 with news. AMBT down 5, new low. KNDI flat after hitting new high.

EXTRA STUFF ... First Solar (FSLR) applied for 370Mw project in Chile ... TSLA idling Cal plant to retool for Model X SUV ... US EV sales up 38% in 1H14 v. '13.

ISIS TO SHORTLY CONTROL most of Iraq water supply. Still advancing on Baghdad. ISIS seized NG field in Syria ... Iraq oil production/exports increasingly in jeopardy. Baghdad govt in chaos ... Kurds hope to increase their oil exports to 400Kb/d by yearend from 120K now ... Yemen falling into chaos. 100Kb/d oil pipe attacked over weekend ... Libya still in chaos. Not likely to remain a single country much longer. (Like Iraq.) ... Iran nuke talks in 4-month extension ... OPEC said its crude production down 2.5% in '13. Share of global production 43.4%, down from 44.6% in '12 ... Sauds exported 6.99Mb/d in May, least in 3 yrs. Production 9.71Mb/d ... Scarcity of avfuel in Nigeria ... Caribbean refineries going out of biz from US shale boom ... Bakken oil production growth now confined mostly to 1 county ... Quote of week: Bakken oil production to rise to 2Mb/d: Bakken oil exec ... ND crude output up to 1.04Mb/d in May. But flaring reduction plan will hinder growth ... Petrol engineers' pay soared near 60% v. 25% total US econ '03-'13 ... Israel's Leviathian offshore NG reserves raised to 24.9TCF from 18.9. Online '16. Most to be exported ... Lebanon's govt postponed offshore NG auction ... Denton TX city council rejected petition to ban further permitting of fracking. Nov ballot ... US power use peaked in '06. Flat since. (Think about that awhile.)

MONDAY CLOSE ... Market down 48/7/4. Volume light. WTI over $104, Brent over $107. NG $3.85. Russia billionaires in "horror" as Putin risks isolation ... (stock #s in %) GWBU up 85. SENY up 45, zoom over bottom lines (50-days), double in last 7 sessions. XDSL up 33. SOPW up 29, matched Oct-Nov top. ZAAP up 20, back into all the lines. PSON up 18. ENPH up 17. BBLU up 14. PLUG up 13. CBAK up 12. KNDI up 10. AMTX up 3, new high .... ECAU down 44. CRGE down 30. WTWO down 25. BSRC down 24. DPSM down 21, new low with volume. LMRMF down 21. WWPW down 19. AMBT down 17. WSGP down 16. CERPQ down 15. AMLM down 11. AMEL, CABN down 10. ITRI down 10 on downgrade. QTMM down 9.

GLOBAL CLEAN ENERGY SECTOR INVESTMENT $66.2B in 2Q14. Up 8% over '13. Year total likely to top 13's $237B. Q2 project finance up 12% on year to $40.1B. Onshore wind investment up 31% to $18B ... Clean/renewable power gen 56% of new US power gen capacity added in 1H14: FERC. Solar near 1/3, over 1.1Gw. Wind 699Mw. Biomass 87Mw. Geothermal 32Mw. Hydropower 16Mw. Over 1.5Gw NatGas ... Denmark cut subsidies for onshore wind ... California ordered emergency shutdown of 11 oil/gas fracking waste injection sites, review of over 100 more ... China poised for significant expansion in wind power gen. Aiming to add 18Gw new cap in '14. Goal 12% of total power gen cap by '40 ... EIA: Russia has most technically recoverable shale oil resources - 75B bls. US 58B. China 32B ... Cline Shale in TX - not started yet - est. 30B bls recoverable, ~50% more than Bakken, Eagle Ford ... Tuscaloosa Marine Shale in Louisiana, Mississippi just getting started. Est. 7B bls ... Brazil to spend 628M Euro to renovate sugar, ethanol sector through '18 ... Minnesota governor calling on state to drop coal from power gen ... Local officials calling for climate change task force for Florida panhandle. Governor meeting with climate scientists ... Kidney stone risk to increase, creep north with climate change: study ... New DOT oil-by-rail spill prevention rule proposed ... Iowa gave up fed solar grant after utility influence ... Appeals court rejected enviro challenge of EPA-approved Nevada haze plan ... Bandits strong-arming villages for water amid India drought ... Biogas power gen expected to thrive in Nepal ... First Solar (FSLR) abandoned plans to build world's biggest solar plant - 2Gw - in China after 4 years of negotiations over pricing. Never included in comp's pipeline or contracted projects ... EnBW (German utility) sold 20% stake of 156Mw German wind portfolio at 17 sites to 12 regional energy comps ... French car-sharing comp raised $100M to expand to E Europe ... Gamesa got 3 deals in India for total 220Mw of 2.2Mw turbines ... Vestas to hire 800 at Colorado plants by yearend. Growing production levels ... EDP N America got $190M finance from Bank of America for 200Mw Indiana wind project. Indiana Michigan Power PPA ... Alstom to supply 355.5Mw of wind turbines to Renova Energia (Brazil). $433M. '17 deliveries. Turbines to be made in Brazil. Part of '13 deal for 1.5Gw ... Ascent Solar (ASTI) to raise $32M with convertible notes ... Green Highland (UK) bought 2Mw hydropower project in Scotland from SSE. Online in '16 ... Armstrong Asset Mgmt (Singapore) to fund portfolio of mini hydropower plants in Indonesia. $22.5M investment for 50Mw. 1st 5Mw project in Java online in '16. 3 projects - 21Mw total - in Sumatra online later in '16.

MONDAY OPEN ... Market down 118/16/8. Volume a little light. WTI ~$104, Brent over $107 ... (stock #s in %) CBEH up 44. SOPW up 17. XDSL, SENY, ZAAP up 16. MGPHF, USEI up 12. CBAK up 11. KNDI up 9, near top. PLUG up 8 with comment .... WWPW down 19. ECAU down 16. CABN down 15. AMBT down 11. AMEL, CCTC down 10. NENE down 8.

FRIDAY CLOSE ... Market up 123/68/20. Volume normal. WTI ~$103, Brent over $107. NG $3.95 ... (stock #s in %) WTWO, AMEL up 33. TERP up 32 from IPO open. PSON up 26. BIOF up 24, new high with volume. PWDY up 21. CNTO up 17. DSTI up 15. TMEN up 14. MKTY, RNWEF up 12. ABAT, LMRMF, PLUG up 9. SCTY up 4 .... ASPW down 38. BFRE down 33. CSOL down 21. DPSM down 21, new low. AMBT down 17, new low. CABN, MDDD down 16. HYSR, XDSL down 14. BLQN, LEOM, SPIR down 11. QTMM, CRCL down 10.

BONDS LINKED TO CLIMATE CHANGE SOLUTIONS now total $502.6B globally vs. $346B in '13. Low carbon transport, notably rail, 71% of total. Clean power 15%. Climate finance 10%. Green Bonds market $35.8B by comps, development banks vs. $7B last year ... US 13th of 16 major global econs in energy efficiency standings ... India inviting bidders for initial 750Mw solar capacity in FY ending March '15. Part of 1.5Gw solar mission Phase II ... Chile to permit clean/renewable power sales on regulated power market ... US utility-scale solar returns to stay low: forecast ... 2 key Libya ports reopened, but oil ministry says maintenance needed before they can ship oil ... UK auto sector has been revitalized by consistently-applied policy centered on cutting carbon: report ... Cuts to emissions trading proposed by EU, Germany not bold enough for UK ... Duke Energy completed coal ash removal from Dan River ... Terra Form (TERP), Sun Ed's yieldco, raised ~$565M from IPO today. Valued at $2.4B ... Cheneire struck 20-yr LNG purchase deal with French utility ... DOE $3.5M grant for Cellana (Hawaii) algae project to accelerate development of affordable, sustainable algal biofuels. Goal of 2.5K gal algal biofuel feedstock/acre/year by '18, 5K by '22 ... DOE, USDA selected 10 projects for $12.6M of research grants to accelerate genomics to improve plant feedstocks for producing biofuels, biopower, biobased products ... Cemig (Brazil utility) buying 50% stake in 676Mw Brazil wind project from Renova for $50M ... EDF partnering with WindVision to develop 390Mw wind project in France ... China Singyes Solar got underwriters for $150M private placement of convertible bonds ... SSE cut planned size of wind project in Scotland from 242Mw to 201Mw ... InterGen deal with IEnova to buy 50% of Phase I of 155Mw Baja Mexico wind project. $300M project. 3.3Mw Vestas turbines. Online 1H15. PPA with San Diego G&E ... NRG Energy helped make Levi's Stadium 1st US football stadium eligible for LEED Gold certification as new construction ... USDA $13M to help organic food producers.

FRIDAY OPEN ... Market up 48/32/8. Volume heavy. (May be options Friday if July 4 counted.) US leading indicators up .3% in June. WTI ~$103, Brent ~$108. Greece may need another bailout ... (stock #s in %) WTWO up 33. PSON up 31. LMRMF up 13. MMMW, RNWEF up 10. XSNX up 9 .... WSGP down 26. MDDD down 22. DSTI down 21. ECAU down 17. AMBT down 14, another new low. XDSL, QTMM down 14. CRCL down 10.

STATE OF THE CLIMATE, 2013 released by NOAA. Compendium of trends, events. At www.climate.gov ... Atmos CO2 concentrations up 2.8 PPM in '13 to global avg. 395.3 PPM. Mauna Loa hit 400 PPM for 1st time ever since readings started in '58. Arctic site recorded 400 PPM in spring '12 ... '13 2nd-6th warmest year on record globally. (Different data sets.) Global avg. sea surface temps among 10 warmest on record. N Pacific warmest ever ... Global mean sea level up on pace with trend of ~3.2mm/yr over past 20 yrs ... Arctic's 7th warmest year ever. Arctic sea ice extent 6th lowest. 7 lowest on record in last 7 yrs. South Pole hit record high temp ... Arctic lakes formed from melting permafrost could stabilize long-term global temps by storing more GHGs than permafrost releases into atmos with melting: study. (That could be good news. For years, we were worried about methane releases from melting permafrost creating a disastrous feedback loop of global warming.) ... Cleantech VC has "manifold investment opportunities, scarce capital" ... VC/PE activity continues slow decline ... DONG Energy sold 1/2 of 252Mw offshore wind farm to consortium of Danish pension funds ... Shanghai El Power offering 42.8M Euro equity in its Japan unit to raise capital for 4 solar projects in Japan ... Thailand to increase investment privileges for clean/renewable energy schemes. 25% clean/ren Thai target by '21 ... US House passed bill that could cancel $150M DOE loan guarantee for Cape Wind project offshore Mass ... Terra Form Power (SUNE's yield comp) increased IPO target to $482M ... Rising Development (Hong Kong) buying Hong Kong solar farm operator for HK $620M ... Microsoft buying all output of 175Mw Illinois wind farm ... DOE creating energy efficiency standards for computers, backup systems ... USGS has map of what rising seas can do to beaches ... FERC proposing measures to beef up security of critical grid facilities ... Southeast US utilities, regulators "pretty ill-equipped" to handle industry's rapid transformation ... Com Ed planning superconducting powerline under Chicago ... Shell focusing on east Gulf of Mexico after 3rd major find ... China 3 yrs behind schedule on plan to make world's biggest market for offshore wind ... Yaskawa (Japan) buying Solectria Renewables (US inverter maker), and The Switch (Finland wind turbine parts maker) ... US oil production up 78Kb/d last week to 8.6Mb/d ... Libya says their oil production up to 554Kb/d from under 300K last month ... Oil/gas investment in US soared to $200B/yr, 20% of total US private fixed investment. Never that high ever in US history. (Didn't say if dollars corrected for inflation.) ... Germany topped world energy efficiency rankings ... John Hancock Insurance leading $70M equity finance for 7 solar projects in Mass, ND. Total 32Mw ... DOI to auction ~344K acres offshore NJ for wind power development. May provide up to 3.4Gw power. Sept 19 deadline for aps ... RES US unit closed $508M finance to build wind farms. $222M for 150Mw project in ND. $286M for 200Mw project in MN. Vestas 2Mw turbines. Xcel Energy to own, operate farms.

THURSDAY CLOSE ... Market down 161/62/23. Volume normal. WTI over $103, Brent near $108. NG $3.97 ... (stock #s in %) ONYX up 110. UBRG up 36. BSRC up 31. WWPW up 24. ECAU up 21. USEI up 18. ZNNMF up 17. CCTC up 12. BOPO, CRCL, SSOL up 11. CBWP up 10 .... PSON down 37. TMEN down 20. NORX down 18. POLR, BFRE down 16. AMBT down 12, new low with volume. MKTY down 11. BIOF, IFXY, ZAAP down 10. AMSC down 6.

92GW TOTAL INSTALLED SOLAR PV around world at end of '13. Just under half of 190Gw total distributed power capacity in world: Global Data ... Brazil registered 17.4Gw clean/renewable projects for Sept auction ... Solyes (Brazil) got enviro OK for 1.27Gw solar complex in Bahia. Cost ~$2/watt. 34 of 44 sites approved by power regulator. Solyes has 566Mw more solar in development ... Renovate America closed $50M equity round. RA offers loans for energy, water use efficiency. Uses Cal's PACE program ... Jinko Solar to get $161M finance for acquisitions, power plants, other for 5 yrs. 20Mw rooftop solar in China first up ... UK OK'd EON 700Mw wind project offshore Sussex. Online by '19 ... Wind Stream Tech (Indiana) to build 5Mw solar/wind hybrid plant in Jamaica. Installs in under a day ... 3 banks to finance $74M loan for 24.8Mw solar plant in Japan. Online late '15 ... EWEA predicts Europe offshore wind install slump in '16-'17 ... Global clean energy M&A activity on upward curve since '09 ... KfW's (Germany) 1st green bond up to 2.65B Euro subscribed since issued earlier this month ... Ontario issued 565Mw clean/ren RFP ... Inox Wind (India wind turbine maker) OK'd for IPO ... Australia scrapped carbon price.

THURSDAY OPEN ... Market flat, mixed. Volume a little light. WTI over $102, Brent over $107 ... (stock #s in %) ONYX up 110. BSRC up 31. UBRG up 27. CSGH up 22. CCTC up 17. PWDY up 16. CRCL up 11. NENE up 3 more .... TMEN down 25. BFRE, NORX down 18. XDSL down 14. AMBT down 12. AMSC down 4.

TIDAL LAGOON POWER PLANTS may add $46B to UK econ: report ...DOE awarded $6M to 2 projects to develop next gen biofuels to get to $3/gal by '17. SRI Intl (Cal) getting $3.2M to make biocrude from algae. Research Triangle Research (NC) $3.1M to max biomass carbon, energy recovery in low pressure process ... Renewable fuels not subject to new rail tanker regs ... Cummins new ethanol truck engines reduce CO2 emissions up to 80% v. gasoline powered medium duty trucks ... Iowa gov slammed EPA for missing another RFS deadline ... Putin signed several deals in Latin Am in past week. 1st in Cuba to explore offshore oil. Plus forgiving 90% of $32B debt. Cuba may have 124M bls oil, most offshore. Now produces 55Kb/d ... Another deal with Argentina could lead to 2 nuke reactors under "comfortable" finance terms. Also possible help to develop huge Argentine shale resources ... Then MOU with Brazil over nuke plant, spent fuel storage facility ... Finally, in BRIC summit, BRIC bank deal to rival IMF. Plus Putin proposed BRIC energy association ... O yea, Rosneft buying land drilling ops in Russia, Venezuela from Weatherford Intl . Weatherford founded in TX, based now in Geneva ... The new Islamic State (ISIS) selling Syrian oil to Syria. Also reports they're selling Iraq oil. (We've got a hell of a prob, folks. These guys are out for the kill with money. May signal the end of this age.) ... Researchers found when drops of water bounce off highly water repellent surface there's an electric charge. Could lead to charging tronic devices with humidity ... Clean Edge released '14 US Clean Tech Leadership Index. Solar, EVs, climate policies, green finance drove index growth. Free download @ www.cleanedge.com ... NRG Energy donated $100K to fund solar power expansion @ Houston Food Bank ... EDF Canada, Enbridge dedicated 300Mw wind farm in Alberta. $600M. Vestas 1.8Mw turbines ... EDF US also bought majority stake in 175Mw Illinois wind farm ... Turkey's nuke power program to exceed $70B by '23. Rosatom to build, op 4-reactor plant on Med coast. Also plans for 4-reactor plant on Black Sea with France-Japan consortium. 3rd project with Turk resources. Turkey energy imports up to $60B/yr ... China comp to move oil rig from disputed waters off Vietnam ... Germany made $1B pledge to UN Green Climate Fund ... Global energy storage market could hit $50B by '20: report ... Sandy 2nd costliest disaster since '70 after Katrina ... Melting permafrost may stabilize global long-term temps: study. (I can't figure that out. Melting permafrost releases much more GHG gases into atmos.) ... EDF, Google mapped methane release from 3 major US cities' NG pipes ... State utility regulators feeling pressure to fix leaky old NG pipes ... Amtrak trains to use "great extension cords" to cut station diesel emissions ... Fracking ban to go to voters in TX town ... Okla agency got $1.8M to study earthquake-fracking links ... Albermarle paying $6.2B for biggest lithium producer - Rockwood. Lithium use doubled '02-'12. Growing faster now. 4 comps control ~90% of lithium market ... Japan bank setting aside $2B for clean power. To fund 250-300Mw of solar projects. Also looking at wind, biomass, geothermal.

WEDNESDAY CLOSE ... Market up 77/9/8. Volume slightly heavy. WTI over $101, Brent over $105. Gold back to $1,300. Top Marine to Obama: "get in the fight". BRICs $100B development bank to rival World Bank. Plus emergency reserve fund. Mysterious giant hole appeared in Siberia. NG $4.11 ... (stock #s in %) BFRE up 100 with volume. CABN up 50. MKBY up 31. AMSC up 28 on news, volume. Zoom off top lines (200-days). CSOL up 26. CERPQ, BIOF up 18. BIOF had news. EVSI up 17with news. TMEN, PSPW up 16. AMTX up 15. ABAT, NORX up 10. NENE up 9 .... ECAU down 33 on volume. UBRG down 31. WTWO down 25. USEI down 24. CSGH down 23. WWPW down 19. SENY down 13. XDSL down 12.

BUSINESS IS FAILING TO TAKE CARE OF PLANET, SOCIETY. So say 72% of 30K folks in 20 countries on 5 continents ... Obama announced climate change initiatives to guard power supply; improve local planning for flooding, coastal erosion, storm surges; better predict landslide risks as sea levels rise, storms and droughts intensify. Proposals from task force on climate preparedness ... DOA to award $236.3M to improve power infrastructure in rural areas of 8 states. Also new funds to help rural areas struggling with drought ... USGS, other agencies $13.1M to develop 3D map data to allow localities to draft strategies to respond to weather disasters ... Bureau of Indian Affairs $10M program to train Native Nations on climate change adaptations ... Centers for Disease Control, Prevention to release guide to help ID climate change related health hazards ... Energy Focus (EFOI) 1 for 10 reverse stock split ... Japan readying nuke restart. Regulator approved 2 reactors ... California started up to $500/day fines for watering gardens more than 2 days/week, washing car without shut-off nozzle, hosing down sidewalk. Public not conserving water use amid drought. (Um ... desalination plants? El Nino will take care of drought?) South coast region water use up 8% over previous yrs. 1/3 less water available for farmers this year. Ag ~75% of Cal water use. Drought to cost Cal $2.2B this year.

WEDNESDAY OPEN ... Market up 32/17/5. Volume a little heavy. WTO over $101, Brent over $106. US wholesale prices up more than forecast on fuel. US industrial production up .2% in June. BRICs agreed on $50B bank. New sanctions on Russia. China econ growing 7.5% ... (stock #s in %) MKBY up 31. CABN up 25. CNTO up 23. AMSC up 22 with volume, news. BFRE up 20. PSPW up 16. AMTX up 7, new high with volume. NENE up 7, back to $2 .... NGLPF down 26. ENSL down 20. ECAU down 15. XDSL, TMEN down 12. HYSR, USEI down 10. OPTT down 8 more on news.

TUESDAY CLOSE .... Dow up 5, Naz down 24, SP down 3. Volume just slightly light. Yellen: bubble risks in leveraged loan mart. US workers need raises. House $11B plan for highway construction. WTI under $100, Brent under $106. Gold back under $1,300. NG I think $4.10 ... (stock #'s in %) CDXS up 44. WTWO up 33. PLUG up 16 on analyst pick. SENY up 16. EWRL up 15. XDSL up 14. TMEN up 13. DSTI, BOPO up 12. AMLM up 11 .... CSOL down 31. MKBY down 26. BSRC down 23. OPTT, AMEL down 22. AQNM down 20. AMBT down 16. BFRE down 13. EVSI, CERPQ down 12. LYSDY down 10.

WORLD HAS 53.3 MORE YEARS OF OIL: BP. (Transportation has to change. And then, if the world uses all that oil, we will probably warm more than we will want for our kids, grandkids for a lot of reasons.) ... Global clean power investment $63.3B in 2Q14, up 9% on year, up 33% from 1Q14. 2Q's largest project $3.8B for 600Mw wind project offshore Netherlands. Finance for rooftop, small-scale solar up 41% on year to $21.2B. China $19.3B, Europe $14B, US $10.6B ... Europe offshore wind installs down 25% in 1H14 to 781Mw: EWEA ... US states well positioned to implement EPA Clean Power Plan: report. States that already have experience regulating carbon pollution have seen net increases in econ output, jobs ... WTO sided with China in US solar dumping case ... US admin denied China wind power developer due process by blocking project: US appeals court ... White House not backing TSLA request for support for direct customer sales ... States asking Supreme Court to take up EPA mercury, toxics standards ... Chesapeake Bay area farmers not doing enough to keep fertilizers, sediment out of Bay ... China launched carbon labeling system for products. (Um, did I mention China has launched carbon labeling for products?) ... Australia winemakers moving south to Tasmania as growing regions heating up ... Exelon seeks order to keep NY nuke plant online ... N Dakota likely to use penalties to cut NG flaring at wells ... Whiting buying Kodiak in $6B Bakken deal ... Ocean Power (OPTT) canceled plans to build Australia wave power project. OPTT stock down 22% this morn ... Canada cement factory producing algae biofuels from CO2 emissions ... Beaver dams so far prevented 1M gal of spilled fracking wastewater from spreading too far down river. (How are those beavers doing?) Folks calling for more regs. Took days to discover spill from underground pipeline ... China's coal imports up only .9% in 1H14 on year ... Power rates from near 3,500 US utilities now online free courtesy Illinois State U, NREL ... Silicor (Calif) seeking funds to build silicon plant in Iceland. Expected online in '16. To make up to 19K metric tons/yr @ est. $9/kg cost. Secured supply contracts with wafer, solar cell makers. Will save production costs with clean power. (Maybe geothermal.) ... Solar Power (Cal) (SOPW) raised $22M from stock, bond sales for working capital, debt pay down. LDK Solar owns over 70% of SOPW ... Itochu, partners to build 45Mw solar plant in Japan. Online early '16. ~$148M cost ... Peru OK'd 97Mw wind project proposal by Spanish comp ... Utility customers don't always reap benefits of lower power production costs: survey. (Surprised?) ... DOE needs to boost maintenance of Strategic Oil Reserve: IG ... Shuttered NJ nuke restarted ... Appeals court quashed NJ bid to block offshore seismic testing (for oil/gas deposits) ... Committee on Climate Change (I assume EU's) urging UK to set '30 carbon intensity target ... Shunfeng (China) postponed $774M share issue. "Unstable stock market conditions." (Really? Unstable?) ... Bright Source, Alstom, NOY consortium closed $851M finance for Israel CSP project ... DOD awarded $334M for solar projects at 3 Hawaii military sites ... Solar Wind Energy Tower (SWET) to raise $100M from Arizona Alternative Energy Center to develop power tower in AZ ... Pakistan LOIs for 793Mw solar for grid. 24 projects ... China Recycling Energy (waste-to-energy) (CREG) to sell up to $50M equity ... Welspun to build 50Mw solar plant in Maharashtra India.

TUESDAY OPEN ... Market down 15/23/--. Volume light. WTI under $100, Brent ~$105. Yellen: continued easing needed, jobs/market slack. China's local govts piling on stimulus on top of $3T debt. Russia stoking Ukraine conflict before talks: US ... (stock #s in %) CDXS up 56, new high with volume, news. ZAAP up 16. XDSL up 14. XSNX up 13. PLUG up 11 on analyst news. MDDD up 11. QTMM up 10, new high. DPSM up 10. BLDP up 7 .... CSGH down 27. MKBY down 26. GERS down 24. OPTT down 22, new low with volume, news. AQNM down 20. AMBT down 19 on Naz warning. ECAU down 18. SSOL down 16. SOPW down 14 on news. AMEL down 11. LYSDY, PRHL down 10. TSLA down 3.

MONDAY CLOSE ...Market up 111/25/9. Light volume. WTI over $101, Brent under $107. Citigroup $7B mortgage bond settlement. Trump Plaza in Atlantic City to close. 1K jobs. UN approved aid for Syria rebs ... (stock #s in %) AQNM up 46 on 500 shs. CSGH up 38. KNDI up 26 on news, volume. QTMM up 18, new high. GERS up 16. ECAU up 15. HYSR up 14. CSUN up 11. CREG up 10 on news. BIOF up 9. TSLA up 3 .... TMEN down 28. WTWO down 25. CABN down 22, new low on volume. CNTO down 22. BFRE down 17, new low. EWRL down 16. DSTI down 15. XSNX down 12 on volume.

LATEST FALL IN OIL PRICES from ISIS failing to slow Iraq oil exports, reports that Libya production to resume soon, ample supplies in US. (Don't count on Libya or Iraq or ample supplies in US without imports. Duh. Up and down. Oil prices probably to go back up.) ... June 260Kb/d decline in Iraq oil exports offset by increased production from Sauds, Iran, Nigeria ... IEA feels rapid growth in US shale oil production to continue at least 18 more months. (Um, you might want to keep that timeframe in mind. Hit the dirt in '16.) ... Reuters reported successful new oil field development dropped to lowest in 15 yrs. Enhanced oil recovery tech from mature fields only partial solution. World using 33B bls/yr, finding 10-20B at most. Largest '13 find 1B bls ... US NG production up to 68.1 BCF/d, highest on record. Up 5.4% on year ... Iraq forces (et al) have been unable to recapture any territory from ISIS. ISIS continuing to take small towns around Baghdad ... Kurds worried Baghdad will bomb them with Russian jets. They increased oil production to 360Kb/d last month. Can export 130Kb/d by truck, pipe ... Iran June oil exports down to 1.08Mb/d. Lowest since Oct. China cut imports last 2 months 36%. July 20 deadline on nuke talk. Likely extension. Iran has seriously growing water shortage ... Russia oil production starting slow drop. Expects 6.3% drop in oil revs by '16 from '14 ... Shale could eventually meet ~10% of Euro energy demand ... Negative refining margins in Singapore ... Chevron confirmed what oil comps denied for decades. Shale development in west US would use 5 bls of water per bl of oil ... Shell bowing out of Saud NG project in "Empty Quarter". Eni, Repsol bowed out of similar projects ... Turkey in talk with Exxon to explore shale gas potential. Est. 162 TCF ... Iran expecting Russia investment in NG pipelines ... Egypt-Israel NG deal possible over price ... Exxon facing 1st criminal charges over frackwater leak in Marcellus ... Chesapeake Energy facing criminal charge in Mich bid rigging with Encana. Onward and upward, pards. Happy trailer attachments and tiedowns.

GEORGE SCHULTZ URGING REPUBLICANS to be proactive on climate change, calling it "obvious risk" to economy, national security. Rising temps could be addressed through inexpensive "insurance policy" similar to restrictions on ozone-depleting gases decades ago. George favors a carbon tax ... High-resolution climate model finding man's impact on drop in Australia rainfall ... Big-name comps urging utilities to make more clean energy ... Flooding in US coastal cities soared since '01: Reuters ... China wants 1/3 of new govt vehicles to be EVs, hybrids, FCVs by '16 ... Possible link between kidney stones, global warming: study ... US set duties on S Korean steel used for oil drilling ... Exelon bought TX LNG project for exporting ... In US, energy storage to grow 6x to over 720Mw in '20. Lithion-ion batt storage now $1,750/Kwh. By '20, TSLA gigafactory will be able to bring that down to $400/Kwh, selling for $500 ... Vanadium-flow batt storage will fall below $300/Kwh within a year. $150 by '20. Comparisons to lith-ion only gets better with other parameters. (Why all the investment in lith-ion?!) ... US NG inventories now over 1.92 TCF, 29% below 5-yr avg. for time of year ... DOE labs recognized for 31 of top tech products of '13: R&D Mag ... US could double hydropower production. But economics, policy make it unlikely: EIA ... Intl Christian group announced fossil fuel divestment ... Adelie penguins thriving with climate change ... Iowa court ruling providing boost for 3rd-party solar finance ... Gulf of Mex oil production heading for sharp spike: analysts ... India plans to spend $250M on projects to boost solar power, reform power supply to farmers to end blackouts ... Syngenta, Cellulosic Ethanol Tech producing 1M gal cellulosic eth this year, 2M gal in '15 ... Kurd forces seized control of main oil fields around Kirkuk. Turkey embracing Kurds ... BP: world's oil will last 53.3 years more at current production rate. 1.688T bls left. Last 10 yrs, proven reserves up 27% by over 350B bls. OPEC has 71.9% of reserves. US oil reserves 44.2B bls (EIA says 33.4B). BP adds: "nobody knows or can know how much oil exists under Earth surface, or how much production is possible in future." (You might want to write this down somewhere. Or remember. Or put it in special computer place.) ... In May, 16 EU states (using 3/4 of continent's power) approved unified system for trading power, setting wholesale prices. To make countries increase use of most efficient power, keep prices low ... Hannah Solar building 1.2Mw solar farm in GA. Online Oct. To feed GA Power ... AFC Energy (UK) to install its fuel cell units at S Korea chem comp. To use hydrogen produced at plant. To feed S Korea grid. S Korea target 11% clean/ren power by '30. (Pretty weak goal.) ... Sumitomo to build 75Mw biomass power plant in Japan. Online Mar '17. $197M ... Home Depot, BJ's Wholesale Club responding to .5M folks urging ban of wildflowers pretreated with pesticides killing bees, other pollinators ... GM, HP, Walmart, others demanding simpler buying of clean/ren power ... EPA targeting carcinogen in dry cleaning ... EPA's "pollution diet" for Chesapeake Bay hasn't improved water quality: report ... Soviet Union collapse led to cleaner Arctic air: study ... GSR Ventures (China), Oak Investment (N Am) targeting $500M for clean tech fund ... Drax Power (Britain) secured 300M Euros under EU program to develop CCS tech for new coal-fired plant ... 50Hertz Transmission (Germany) to invest 400-500M Euros in powerlines for wind power from remote areas to industrial hubs ... India solar firms to turn to Japan, S Korea comps for PV cells to avoid levies on equipment from US, China, Malaysia, Taiwan ... Greek clean/ren power developer raised 35M Euros in IPO ... NTR (Ireland) to invest in 150Mw of wind projects in Europe. Initially in Ireland, UK ... Aecorn Tech buying outstanding shares of URS Corp for $4B ... Neo Solar Power (Taiwan PV cell maker) raised $120M in bond issue. Proceeds for raw materials, wafers ... Entropy Investment bought majority stake in Argand Energy Solutions (US solar developer) ... Latin Am solar PV pipeline near 20Gw. 1Gw of installs this year: GTM Research ... Sharp canceled Enel Green Power thin-film solar contract after drop in module prices ... China Ruifeng (Hong Kong wind power operator) to issue HK$150M of bonds.

MONDAY OPEN ... Market up 130/22/10. Volume light. WTI under $101, Brent under $107 ... (stock #s in %) ECAU up 26. CREG up 24 with volume. SENY up 20. GERS up 19. NAMG up 12. HYSR, KIOR, DPSM, MMMW, QTMM up 11. KNDI up 10 with volume, news. GPRE up 2, new high, with news .... WTWO down 25. DSTI, ENSL down 15. NGLPF down 14. AMEL down 11.

FRIDAY CLOSE ... Market up 28/19/2. Volume extra light. WTI under $101, Brent under $107. Gates, Buffet scolded Congress on immigration. Russia wrote off 90% of Cuba debt ... (stock #s in %) AEHI up 200. WSGP up 100. BSRC up 60. PWDY up 35. CSOL up 33. MKBY up 31. CSGH up 28. SENY up 21 with volume, news. ENSL up 17. ASPW up 16. LSCG up 12. XSNX up 10. NENE up 6. SUNE up 3, new high, on news .... LEOM down 17. ECAU down 13, new low. XDSL down 12. AMEL down 10.

UNDERGROUND HEAT TURNING YELLOWSTONE road into "oatmeal". (We should hope - pray - that volcano doesn't blow. Seriously.) ... Changing wind patterns off Antarctica may worsen sea level rise: study ... Soot from wildfires discovered with 90% greater warming potential: study ... Fed appeals court upheld EPA on mountaintop coal mining curb ... Over 1/2 of people worldwide now live in cities ... Exxon to invest over $1B to expand diesel production at Belgium refinery. Over 1/2 new cars registered in Europe in '13 diesel powered. (~3% in US.) ... Cal to award $26M for microgrid-, grid-connected EV projects ... OPEC projecting US-driven global oil demand growth. Cutting its forecast of demand for its oil by 300Kb/d in '15 because of increasing supply in US, Canada ... Proposed underground pipeline would move Bakken crude to Illinois ... Russia's June clean power auction for '15 through '18 496Mw solar, 415Mw hydro, 1.65Mw wind. 57 aps submitted. 53 for solar, 3 for hydro, 1 for wind. All solar allotted, 51Mw wind, 20Mw hydro. Last year's auction 1.1Gw wind, 710Mw solar for '14-'17. This year, wind developers had to commit to at least 1/2 equipment made in Russia ... 800* heat from solar mirrors at concentrated solar plant in NV desert frying birds in mid-air. Birds also ramming mirrors to their deaths ... Hanergy Solar (China) to build 1Gw solar in Japan through '15. 3B yen initial investment ... China, US signed 8 pacts aimed at reducing GHG emissions. 4 for tech exchange on use, storage of carbon. 4 for smart grid power supply ... Local China govts urged to make geothermal power plans ... Suniva supplying 700Kw solar power for Guantanamo Navy base ... Zimbabwe expediting $300M for SinoHydro expansion of hydro plant ... SSE Renewables chose GE 2.85Mw turbines for 94Mw Scotland wind project ... First Wind unit bought Westerly Wind's 2nd TX wind project. Up to 400Mw potential ... EU pollution permit prices to rise 28% by yearend to $10.21/metric ton of carbon. EU cut permit supply. Prices up 18% in 1H14. Hit low of 2.46 euros in '13 ... UK power regulator approved SSE's $2B transmission link to England from Scotland. Online in '18. Will enable connection of 1.2Gw of new clean power gen ... Ceres Power (UK fuel cell maker) to raise $34M from stock sales to accel tech development ... Brazil's Furnas selling 49% stake in wind project for $23M ... Iberdrola to build 50Mw wind farm in Honduras for $84.4M. Gamesa 2Mw turbines ... Feds, MD launched study of marine mammals in offshore wind development area ... Groups settled Colo haze prob. Coal plant to install emissions controls ... KY coal industry group suing TVA over power plant closure ... Montenegro to invest 4.1B euros in power sector through '30. Over 3B by '21 ... Suncor Energy, SK Group, Ecolab committing funds to 150M euro Emerald Clean Tech Fund III ... Greenskies (CT) secured $82M from Rabobank for 28Mw US solar portfolio ... Canada comp bought 24.7% stake in Invenergy Wind ... US Ex-Im Bank OK'd $64.5M loan for Uruguay wind farm ... UK clean/renewable power gen est. 37.5 to 77.8Gw by '30: Natl Grid ... Brazil pushing back A-5, reserve energy auctions several weeks to late Sept, Oct ... Globeleq turned on 138Mw S Africa wind park ... World Bank lending $350M to Turk comp for clean/ren power integration project.

FRIDAY OPEN ... Dow down 34, Naz up 11, SP flat. Volume light. WTI under $102, Brent under $108. Mexico left interest rate at record low ... (stock #s in %) MKBY up 31. WSGP up 20. PWDY up 15. SENY up 12 with volume on news. LSCG up 12. CBAK up 10. SUNE up 1, new high .... BSRC down 16. ECAU down 13, new low. CSGH down 13. CCTC, GERS down 12. AMBT down 10.

THURSDAY CLOSE ... Market down 70/22/8. Light volume. WTI over $102, Brent over $108. NG $4.12. Putin raiding $88B sovereign wealth fund ... (stock #s in %) TMEN up 56. ASPW up 49. IFXY up 40. CNTO, CSGH up 31. MDDD up 28. QTMM up 18, new high. BLDW, EVSI up 12. SUNE up 1, new high .... CSOL down 43. WSGP down 34. BSRC down 22. AQNM down 14. SRWRF down 13. EWRL down 11. USEI down 10. CREE down 1, maybe buyville.

EARTH MAGNETIC FIELD weakening 10x faster lately ... Natural disasters less costly so far this year than last ... California telling cities to prepare for water cuts. TX city started rerouting treated sewage water to resident taps ... Current climate talks more successful than Copenhagen '09 summit: former UN expert ... US, EU, 12 more govts in WTO opened negotiations on trade deal aimed at ending tariffs on clean energy, enviro goods ... EPA Chief: "legitimate concerns" over major Clean Water Act proposal ... White House threatening veto of energy, water spending bill ... US, China signed agreements on coal, CCS tech. US, China agreed to share info on how each is developing GHG emissions reduction targets. Sapphire Energy, Sinopec's algae-derived oil project selected for US-China Eco Partnership program ... EPA proposing air pollution update to 30-yr old standards for grain elevators ... Groups urging court to halt Cal approval of bee-killing pesticides. Mosquito pesticide blamed for Mass. bee die-off ... LED market set to reach $14.4B this year: Digi Times ... China waived EV purchase tax ... Leo Motors (LEOM) MOU for China factory ... KiOR (KIOR) missed $1.88M loan payment. Exploring sale ... Polysilicon spot prices expected to climb up to $23/kilogram in 3Q14. Greater demand from China, delays on several polysi plant projects ... Kyocera filed solar tech patent infringement claim against Hanwha Q Cells Japan ... Xinyi Solar (Hong Kong) expects 140% profit rise yoy in 1H14. Solar glass supplier ... Goldwind (China) selling 165.5Mw wind farm in Australia for $299M to new JV with China comp ... Germany to amend green energy law at EU's request ... Sao Paulo to hold regional energy auction later this year for solar PV, wind, biogas, biomass ... Suzlon approved for $547M new bonds ... ABB got $400M order to supply NSP Maritime Link with HVDC powerline between Canada, N Am grid ... Top Scot judges backed Scot govt decision (2 yrs ago) to approve Viking Energy's 370Mw wind project in Shetlands ... UK power regulator chose Blue Transmission consortium to own, op offshore transmission link for 389Mw wind project in E Irish Sea ... Carbon cycling in N Atlantic fed by iron dust from Sahara: study ... UK climate committee cited flooding, overheating risks: report ... As ice melts earlier, migratory birds travel north sooner: study ... US Supreme Court justices concerned about enviro lawsuits filed after legal deadline ... EPA proposal for phasing out heat-trapping coolants ... Palm oil expansion threatens Africa's great apes: study ... BP Gulf spill caused fish defects: study ... OH signed mutual aid agreement with Canada province to fight invasive species in Lake Erie ... Powder River Basin coal producers face new S Korea tax ... Watchdog office rounding up EPA staff passports ... TX utility planning 3 new NG power plants ... GE, Suncor deal to reduce oil sands GHG emissions, water use ... EU threatening to renew US biodiesel tariffs 5 more years ... 52Mw solar project in N Carolina with Duke Energy, George Washington U, G. Washington U Hospital, American U. Jinko Solar panels. Construction start this summer ... Apple reportedly bought 100 acres for 3rd solar farm for NC data center. 17.5Mw for $55M. '20 completion ... Study found new shale gas wells leak more methane than old ones ... BBC told reporters to significantly curb airtime given climate change deniers to balance coverage toward truth ... Amyris (AMRS) partnering with Brazil airline for renewable jet-fueled intl flights. 10% blend ... UAE chose Honeywell's UOP tech for $800M renewable av jet fuel refinery project ... Vermont to get state's 1st B100 pumps. Collection facility for used cooking oil. $3.75/gal for B100 at pump ... NG use in US could rise 19-31% next 5 yrs from wave of industrial projects slated for construction ... "Sponge-like" silicon may be major advance in batt tech. Can hold 10x more energy than graphite. PNNL work ... "People" opposed to Obama efforts to clean air, slow global warming buying $5K kits to blow more soot out of their diesel engines. (Great living Americans, A? O those good 'ole country boys. Bet they get their kids to do it too. For their grandkids. Oy.) ... Alberta not on track to meet 6-yr-old GHG reduction targets ... EDF, IFC to develop off-grid electrification in sub-Saharan Africa ... NRG Home Solar expanding US ops to Connecticut ... Chicago new rooftop solar discount program. 25% off through summer ... Banks Renewables got $20M from RBS to build 7.5Mw wind farm ... Nordex (Germany) sold 2 wind projects - 27.5Mw - in France to GN Investment. Online mid-'15 ... Showa Shell unit to supply 8.1Mw solar for Brit plant. Sept construction start. CIGS panels.

THURSDAY OPEN ... Market down 97/23/9. Volume slightly light. WTI over $102, Brent over $108 ... (stock #s in %) WSGP up 31. MDDD up 28. IFXY up 22. CERPQ up 20. BLDW up 12. PWDY up 10 .... CSOL down 43. NORX down 16. EWRL down 15. XDSL down 12. AQNM, CCTC down 10. DPSM down 5, new low.

WEDNESDAY CLOSE ... Market up 79/27/9. Volume a little light. WTI over $102, Brent over $108. NG $4.21 ... (stock #s in %) WTWO up 33, intraday double. NORX up 22. AVAV up 13 with volume after reporting. EWRL up 13 on news. ZNNMF up 11. CBAK up 9 with volume. SUNE up 6 .... CPWY down 24. BSRC down 21. CABN down 17. BHWX down 15. ECAU down 14, new low. TMEN down 14. GWBU, MDDD down 12. HYSR down 10. LIME down 5, new low.

CLIMATE CHANGE POSES INCREASING THREAT to world peace, security: report from UK Ministry of Defence ... China now produces 64% of global solar panels. Over 25Gw of near 40Gw worldwide in '13: OTM Research. Their production to double by '17 to ~70% of globe ... EC, industry to invest up to $5B next 10 yrs in European region bioenergy industry. EC contribution ~25% ... Lake Mead water level new record low ... Local California govts united to make US's largest EV fleet buy ... China planning tax breaks for EVs ... Deutsche Bank to lend $1B for Japan solar ... Dividends from Russia state-run Gazprom, Rosneftegaz to Moscow expected to plunge near $18B in '16 to $4.4B from US/EU sanctions ... 1st large-scale CCS plant getting EU funding ... Northwestern U targeting climate research funding ... Canada's oil rig count just made a big jump ... Nevada solar net metering will save grid $36M through '16: state report ... Mosaic, Enphase Energy packaging solar loans with maintenance deals. Mosaic expects to finance ~$100M of systems to be installed in Calif ... Recurrent Energy completed 10Mw Ontario solar plant ... Elizabethtown NC switching to LED streetlights with Duke Energy program. Will save $10-12K first year, ~$18-20/light. ~ 500 lights. Done by Sept ... Trina Solar supplying 200Mw for China projects. All online by yearend ... Enel Green Power to get ~ $400 funding for 2 US wind projects. 150Mw in Oklahoma, online 4Q14. 200Mw on Okla, TX border online by '16. Funders to get equity stake for tax benefits ... ViZn Energy Systems (Montana) seeks $25M next 6 months to expand energy storage battery manufacturing. Zinc-iron flow batts. To increase production in 4Q14-1Q15. Batts discharge over 2-4 hours.

WEDNESDAY OPEN ... Market up 45/7/3. Volume slightly light. WTI over $102, Brent over $108 ... (stock #s in %) NORX up 27. NAMG up 21. XSNX up 16. PRHL up 14 on news. AVAV up 14 with volume after reporting. CBAK up 13. ZNNMF up 10 .... WTWO down 33. ENSL down 25. BSRC down 21. AMEL down 13. EWRL, GWBU down 12.

TUESDAY CLOSE ... Market down 117/60/14. Volume slightly heavy. WTI over $103, Brent under $109. US NG down to $4.16 ... (stock #s in %) BOPO up 77 on news. CSOL up 76. MGLT up 41. BLDW up 20. DSTI up 18. BFRE up 15. AQNM, IFXY up 11. PRHL up 10 .... ASPW down 33. WSGP down 28. NORX down 25. ECAU down 22. CABN down 20. EVSI down 14. UBRG down 12. AMLM down 11.

$66.2B 2Q14 INVESTMENT in global clean energy sector, up 8% over 2Q13 ... Record $16.6B green bonds issued so far '14. '14 volume could exceed $40B, 3x '13 ... Beijing to raise rooftop solar subsidies up to 55% ... New Cornell study links injecting wastewater from fracking into underground disposal sites can cause moderate earthquakes (~3 on Richter Scale) ... Quakers divesting from fossil fuels, reinvesting in Quaker Green Fund ... Researchers measured highest UV radiation ever recorded ... Russia urging Bulgaria to resume building NG pipeline. Said Europe shouldn't interfere with existing pipeline agreements. (Um, Europe did over Crimea, Ukraine, in case anyone forgot.) ... Under submitted plans, over 43Gw offshore wind capacity supposed to be deployed in Europe by '20. But pace of installs falling well behind target. (My guess, waiting for prices to come down, grid to catch up.) ... UK economy not hampered by climate change policies, emissions targets: study ... Indy Motor Speedway unveiled 9Mw solar plant. World's biggest solar at sport facilities ... World Bank to invest $775M in India's clean/renewable energy sector ... Bolivia energy sector needs $1-2B investment to meet export targets ... Hudson Clean Energy (NJ), Astrum Solar (US) partnering on $100M for rooftop solar ... Intl Finance Corp to invest up to $100M into Mideast, N Africa clean/ren energy ... UK Crown Estate giving seabed rights for 5 new wave, tidal power projects, 10-30Mw each, 6 demo zones ... Stadtwerke Munchen (Germany) to buy up to 1B Euro equity in 288Mw offshore wind project in N Sea. Vattenfall (Sweden) developing ... EPA approved Optimus Tech's biofuel system. Gives 25% fuel savings, up to 80% emissions reductions for medium, heavy trucks. Payback for large fleets in under a year. B100 from used cooking oil or other. Conversion parts for existing diesel engines ~$9K/vehicle. Fuel depot conversion ~$150K. Beats NG conversion costs by a lot ... New Vermont law requires sulfur content in heating fuels reduction from 500 PPM now to 15 PPM by '18. Should support demand for biodiesel. Mass, NJ have same requirement. Biodiesel has up to 89% less GHG emissions than regular heating oil ... N Carolina Bioenergy Research Initiative granted $500K for 6 new projects ... Canadians overestimate econ value of oil sands: poll. Sands account for no more than 2% of GDP. 41% think it's 6-24x higher ... Canadian Solar (CSIQ) completed sale of 10Mw Ontario plant to Concord Green Energy (Canada). Value over $60M ... Dong, Novozymes getting $53M from EU to build plant to use straw to make ethanol in Denmark. Waste heat to heat, make hot water for 20K homes. 80M liters/yr ethanol. Plant cost under 300M Euros ... GE to supply/operate 211Mw TX wind project with EON. GE 1.7Mw turbines ... GE to supply 94Mw for SSE (Scotland). 2.85Mw turbines ... Plastic costs environment $75B/yr: report ... Enable Energy (Cal) announced new pitched-roof solar racking system for licensing. No rails. Compatible with most modules on market. Less materials, labor. Only 2 tools needed for install ... POTUS requesting $615M emergency wildfire funding ... Deforestation blamed for fueling Ebola outbreak in Africa ... Missouri utility to close disputed coal plant by '22 ... Tesla (TSLA) sued over trademark in China ... Typhoon slamming S Japan islands. Headed for China.

TUESDAY OPEN ... Market down large, volume a little heavy. (Websites not responding.) WTI over $103 ... (stock #s in %) PWDY up 14. IFXY up 11 .... AMEL, TMEN down 20. ENSL down 19. PSPW, EWRL down 14. CERPQ down 13. XDSL down 12. ECAU down 11, new low. CBAK down 10. KIOR down 4, new low (skirting bankruptcy.

MONDAY CLOSE ... Market down 44/34/7. Volume slightly light. WTI over $103, Brent ~$110. NG $4.23 ... (stock #s in %) CRGE up 42. CABN up 26. DSTI up 14. ENZR up 11. RVLT up 10 .... TMEN down 25. MKBY down 23. IFXY down 22. CNTO down 20. WSGP down 18. USEI down 16. GTAT, CBAK down 15. AQNM, MDDD, ZNNMF down 14. NGLPF down 13. CSGH, EVSI, PWDY down 12. CCTC, WEST, POLR down 11. PTOS, LEOM down 10. ALTI down 9.

GLOBAL WARMING CAUSING RECORD LEVELS of Antarctic sea ice. Over 815K sq. mi. above normal. Warmer than normal waters in high southern latitudes carried toward equator, replaced by colder waters welling up from below, inhibiting ice loss ... Greece cutting tax rates for oil/gas comps to 25% from 40%. Wants to get offshore development going. Spent $21.2B importing fossil fuels in '13. USGS est. Ionian Sea holds 22B bls, N Aegean Sea 4B bls ... Bay Wa (Germany) bought Martifer Solar US unit for $7.6M. Also sold stake in 19.8Mw wind project to Macquarie ... India to invest over $33B by '20 in project to make most of wind, solar potential in desert areas ... Brazil National Bank BNDES approved $251.7M finance for 7 wind projects totaling 195.6Mw ... Global biofuels production to reach 61B gal/yr by '23, replacing near 6% of fossil transportation fuels ... Hurricane Arthur earliest on record for N Carolina ... Rising ocean temps worse for complex species than basic life forms ... Handful of oil/gas waste disposal wells linked by seismologists to increasingly strong earthquake swarm around Okla CIty ... Cyberattack hit midwest grid operator ... Japan comps registered to sell power more than doubled to 274 since Sept. Restaurants to home builders ... Thin-film solar panel prices at 11-month high on trade dispute over PV modules. Now 61.2 cents/Kwh. Up from record low 58.2 cents June 4 ... KiOR (KIOR) got 4-month extension on $69.4M debt to Mississippi rather than be forced into bankruptcy. Owes total $287M ... EPA added biogas/LNG-based fuels to RFS, delayed action on advanced biobutanol ... US power providers tripled spending on energy efficiency projects since '06. Spending reached $250B worldwide in '13. Could hit $500B by '35: IEA ... Princeton U chem prof co-founded comp to efficiently use sunlight to turn CO2 into formic acid, then into alt fuel. Uses commercial el chem solar panels. Energy efficiency near 2% ... Guangzhou to inaugurate world's 1st tram powered solely by supercapacitors. Cars to charge in 10-30 sec. Up to 2.5 miles between charges. Siemens propulsion, braking systems ... Michigan could boost solar power gen at no cost to utility customers: PSC report ... Calpine completed sale of 6 southeast US power plants to LS Power affiliate for $1.57B + adjustments. ~3.5Gw combined-cycle NG power gen ... EDF US unit closed finance on 161Mw TX wind farm, sold 1/2 stake to UBS fund ... Lightway Green (China) got $11.3M loan from China Development Bank for 1st-phase 9.6Mw solar project in China. Eventual 20Mw ... LDK Solar to supply Thai comp with 64Mw of panels. Deliveries through Sept ... ET Solar (China) to supply 24.5Mw for 6 projects in N Carolina. Online by Q4 ... India could reduce food waste by refrigerating vehicles with liquid air at 1/5-1/3 cost of diesel power. Country's spare liquid nitrogen output capacity more than market's current unmet needs ... Intelligent Energy (UK fuel cell maker working with Suzuki) raised $94M in share sale in London ... Mitsubishi-Vestas JV got order for 4 8Mw wind turbines for offshore Denmark ... Greenpeace blocking Chevron NG site in Romania ... US clean/renewable M&A activity hit $9.1B in '13. Wind deals 55% ... Conergy (Germany) closed $60M finance to help expand solar business ... Lumenpulse (Canada LED maker) completed buy of Projection Lighting (UK) ... Brazil wind power gen capacity up 52% on year to near 3.32Gw.

MONDAY OPEN ... Market down 42/12/5. Volume slightly light. WTI over $103, Brent over $110. German industrial output down. China auto sales up 14% (cough) ... (stock #s in %) DSTI up 37. CABN up 30. CBEH up 25. GERS up 12. RVLT up 8 with volume on news .... TMEN down 40. EWRL down 22. CNTO down 20. WSGP down 18. CBAK down 17 on news. CERPQ down 16. NGLPF down 13. CSGH down 12. POLR down 11. GTAT down 10 with volume on downgrades.

JULY 4

     New Order of the Ages: "Novus Ordo Seclorum" on the Great Seal of the United States. He assents to, favors, smiles upon the undertakings, endeavors, beginnings: Annuit Coeptis also on the back side of the Great Seal. Over the "Eye of Providence" above the 13 steps of a pyramid with 1776 in Roman numerals at the base. (Why Roman numerals? The Romans followed the Greeks with a form of democracy I presume. Besides the mottos in Latin.) More accurate: "Providence favors (our) undertakings." "Rebellion to Tyrants is Obedience to God" was considered. The "coat of arms" of the US. First used in 1782. Kept by the Secretary of State. First put on the back of the $1 bill in 1935. (If you have a dollar bill from before 1935 you might want to hang onto it.)

     Franklin, Jefferson, Adams were charged by the First Continental Congress on July 4, 1776 to devise a seal as evidence of an independent nation and a free people with high aspirations and great hopes for the future just a few hours after adopting the Declaration of Independence. The seal was approved on June 20, 1782. (Had to win the war first I presume. Won in 1781. 1783 Treaty of Ghent.)

     On the front side of the seal is the eagle. Bald, naturally. A scroll in its mouth: "E Pluribus Unum". (Why Latin? For Latin language speaking peoples I presume. Europe, South America, etc.) "Out of many, one." (In late '70's I revised it to "Unimony" - "one in oneness", more or less. When I also came up with "ecomonics" - "out of togetherness, one." Yeah, I was smokin'. Who wasn't?) An olive branch ("peace") in the right talon, 13 arrows in the left (13 states). A shield with 13 red and white stripes covers our eagle from the breasts to the private parts. Symbolizes Americans rely on their own virtue. (How's yours? How is our collective virtue?) The blue background represents the President and Congress. The white is purity and innocence. (Our kids.) Red: hardiness and valor. (Our best efforts, sacrifice.) Blue also vigilance, perseverance, justice. (Brave, courageous and bold I remember the lyrics from Wyatt Earp TV show song.)

     The cloud above the eagle's head surrounds a blue field with 13 stars. A constellation. Denoted that a new State was taking its place among the world's nations. (Boy did it! God bless our forefathers and foremothers!)

     "Novus Ordo Seclorum" meant 1776 was the beginning of the American new era. (And boy O boy did we ever get rid of our American Natives and banish them to reservations. Should we talk about our national sins? Or just stay in present? Who wants to bring up Natives or slavery? Or original Mexicans/Spaniards? Watch how ye tread in head.)

    O yea, those stars above the eagle are formed as the star of David or "Solomon's Seal". We citizens of USA happen to be one of the 13 tribes of Israel (13 tribes, you say? Not 12? Read on, Pilgrim) well traveled after the 400s or 500s B.C. or so when our forefamilies were taken into captivity once again. Then got away again and took off through the Caucasus Mountains to wheresoever. (Um, that might be why some people are called Caucasian.)

     In 1780, a second committee - Lovell of Massachusetts, Morin and Houston of Virginia - developed a second design of the Seal. Also tabled by Congress. A 3rd committee appointed in May, 1782 employed the eagle for the first time. 3 designs were referred to the Secretary of the Continental Congress Charles Thompson. He made a 4th design that was revised by William Barton, a student of heraldry. And wala, the Seal was approved. And here we are.

     O yea, Manasseh's symbols are an olive branch and bundle of arrows. Manasseh was/is the 13th tribe of Israel. (Read the Bible, kids.) The Great Seal has 10 representations of 13. 16 drafts of the seal were made over 159 years from 1623. (Those pilgrims were a serious folk.) The final die was cut in 1935.

     Jefferson had the obverse side showing the Israelites being led by the pillar of cloud and pillar of fire, day and night. (Um, led by Moses out of Egypt for 40 years or so.) Franklin suggested the image of Pharaoh's army drowning in the Red Sea. The harp of David was in 3 early designs. The number of olives and leaves didn't settle on 13 until late 19th century. (Um, after the Civil War.)

     The obverse face is Israel in the Old Testament. The reverse face is our race under the New Covenant. The Seal symbolizes that America's greatest task is the eventual establishment of the Kingdom of God on earth. It used all the emblems of ancient Israel. The Lord was/is as an eagle. Unsealed "Truth" borne by the eagle's beak illuminated the way of "the people saved by the Lord". Blessings and curses in the olive branch and arrows. The constellation of stars perpetual endurance. God himself swore by them.

     So. Pards. Are we working toward bringing the kingdom of God to earth? Are we feeling our forebearers' trevails and inspired wisdom? From the Revolution onward? Just look around at all that's been built in 238 years. Pretty amazing, huh? But. How about us? How are we bearing up? How are we living out our charge? Living up to our heritage? What are we handing on to our children, grandchildren, great grandchildren? Are we doing all we can?

     Can you imagine risking life and limb for Independence? Freedom? Liberty? Safety? The pursuit of Happiness? Family? A better Life? We've just witnessed again these last 13 years our brave ones stepping up to do just that. God bless them.

     O yea, the back of the $1 bill before 1935 just had a big "ONE" with "ONE DOLLAR" over it. So why 1935? (Coming out of the Depression I presume. Somebody was thinking.)

     So. Let's all rededicate ourselves to the United States of America. What say ye? Happy 4th of July.

    By the way, George Washington was the richest man in America at the time. Bill Gates for President. (See presidentfor16.blogspot.com.)

     IN GOD WE TRUST. Let's trust Him to get us out of this present stupid political quagmire and hatred of a president and discouragement in our country and get us back on the road to bringing His Kingdom to Earth.

THURSDAY CLOSE ... Market up 92/28/10. Volume holiday light. WTI ~$104, Brent ~$111. NG $4.36. Ireland grew 2.7% rate Q2 ... (stock #s in %) WSGP up 24. MKBY, PWDY up 20. BHWX, GWBU up 17. PSPW, USEI, MDDD up 16. NORX up 15. CBAK up 13. CREE up 5 on upgrade .... CRGE, CSGH down 26. WTWO down 25. CABN, LEOM down 23. AQNM down 16. GERS down 14. FNVRF down 11. PRHL down 10. ABAT down 8.

$1.2T/YR GLOBAL INVESTMENT IN GHG REDUCTIONS needed to keep global temp rise below 2*C: study. (Already up 1*C since start of industrial revolution.) ... Indonesia palm oil plantations persistent threat to water quality: study ... Rising ocean level threatens insurance for S east FL real estate ... CG Chem to build EV battery plant in China ... Top EU court upheld national energy subsidy law ... Climate-resistant plants may be less nutritious: scientists ... Qatar Solar Energy deal for solar-grade silicon from Kazatomprom (Kazakhstan). "Extremely competitive fixed cost" for 10 yrs. QSE to expand solar PV manufacturing capacity to 2.5Gw from 300Mw now ... 1st commercial-scale cellulosic ethanol plant in Iowa now operating. 35M gal/yr cap ethanol plant now making additional 2M gal/yr cellulosic eth. Farmer-owned plant ... 6% biodiesel blend mandate in effect in Brazil started July 1. Biodiesel production to reach 3.1M metric tons in '14, up from 2.56M in '13. Argentina production to rise to 2.45M tons this year from 2M last year ... Enbridge, Enterprise Products completed 512-mile loop of oil pipeline system from Cushing, OK to TX coast. Commissioning to continue through 3Q14 ... Lawrence Berkeley Lab, U of Hawaii researchers found 1st step that changes natgas into soot. Could lead to more efficient fuels, more efficient use of fossil fuels ... Westinghouse to buy Italy producer of components for nuclear, oil, gas industries ... EDF unit got 20-year PPA with Great Plains Energy for 150Mw wind project in Kansas. Vestas 2 Mw turbines. Online by '16 ... RES Americas OK'd to build 200Mw wind project in MN. Vestas 2Mw turbines. Online Oct '15 ... Sun Edison (SUNE) closed purchase of AES' stake in Silver Ridge 336Mw US solar portfolio for $178.6M cash. SUNE plans to buy remaining 50% stake from Riverstone Holdings in '16 ... Renewable Power (India) raised $140 more from Goldman Sachs, Global Environmental Fund, Asia Development Bank. Will help Renewable double its clean energy portfolio to 1Gw by '15 ... Orix (Japan) may build coal, wood biomass plants in Japan. 110Mw each. Up to $491M cost ... Iran solar investment to increase to $60M this year. $12M in '13. (How pitiful is that? O, that's right, they want nuke plants. About 2 weeks left to make a deal.) ... Brit Columbia OK'd enviro assessment report for Pattern Energy (PEGI) 187Mw wind project ... Alinta Energy (Australia) to develop 50Mw concentrated solar power plant with energy storage in Australia ... UK spent 300M Pounds on independent clean/renewable power gen in '13. 843 projects ... Juwi (Germany) to restructure, cut 400 jobs ... DOE offering $4B of loan guarantees for clean/ren power gen, energy efficiency projects ... California emergency action to stop water grabs ... Drought relief lately for midwest soy, corn crops. (Along with the floods.) ... Safety concerns stopped Wisc plan to pit bacteria against zebra mussels ... TVA mulling replacing Memphis coal plant with NG ... NJ wants court to block seismic ocean research. (I assume research for oil/gas exploration.) ... Sunni militants captured Syria's largest oil field ... Vending machines in Australia take empty bottles, vend payback.

THURSDAY OPEN ... Market up 63/13/5. Volume holiday light. WTI under $104, Brent under $111. 288K new June jobs, rate down to 6.1%: fed. ECB left rates unchanged ... (stock #s in %) CBEH up 42. BHWX up 17. PSPW, USEI up 16. MKBY up 13. NORX up 10. CREE up 5 .... BFRE down 16. SOPW down 15. EWRL down 13. FNVRF down 11.

WEDNESDAY CLOSE ... Market up 20/-/1. Volume light. WTI over $104, Brent ~$111. NG $4.36 ... (stock #s in %) CSGH up 53, back over top lines (200-days). CBAK up 41 off all lines, new high on volume. CNTO up 25. WWPW up 21. POLR, CABN up 20. LEOM up 18, day 3 of surge to over top line (200). ABAT up 17, up to top lines (200s). FNVRF up 16 off bottom lines (50-days). AMPD, NAMG up 14. SLMU, SPIR up 13. PALAF, ACFN up 11 .... MGLT down 31. CBEH down 22. DSTI, BOPO down 18. ASPW down 14. AQNM down 12. AMLM, ENSL down 11. DPSM down 9, new low.

PHYSICIST OFFERING $30K PRIZE for proof refuting man-made global warming ... Leading UK medical group voted for fossil fuel divestment ... Satellite to monitor CO2 in atmos launched today by NASA ... EPA proposed update of standards for air pollutants from muni solid waste landfills ... Virginia created commission to plan ways to protect state from ocean rise, other likely effects of global warming ... Dramatic decline in Caribbean coral reefs from local stressors, not climate change: scientists ... N Dakota moving to capture 90% of flared natgas by '20 ... Colorado court says anti-fracking ballot measures can advance ... SPI Solar (Cal) to build 50Mw project in China ... Hackers finding open back door to grids through clean/renewable power plants ... NREL using supercomputer to see how enzymes break down cellulose ... Ukraine announced floating LNG terminal run by TX comp will start ops April '15 offshore Odessa. Potential 5BCM/yr capacity. Another onshore LNG project being revived. Could process 10BCM/yr. Problems: Turkey allowing LNG passage through Bosporus, finance ... U of Cambridge team broke 11-year-old temperature record for superconductivity (not much). Used gadolinium barium copper oxide ... IKEA near-doubled rooftop solar array on MD distribution center. Added 2.2Mw for total 4.9Mw ... DOI Aug 19 auction of 80K-acre site offshore MD for wind power development. Auctions off Mass, NJ later this year ... Public Service Enterprise Group unit to buy 13Mw TX solar project from juwi Solar for $22M ... UK Green Investment Bank fund investing $5.5M in 2 plants to gen power from farm waste in N Ireland. Local comp providing 3.2M Pounds more investment ... Hitachi started up 12.7Mw solar plant in Japan. NTT started up 6.5Mw solar plant in same 28.4Mw park ... Vestas to supply 166Mw of 2Mw wind turbines for MN project. Deliveries in 4Q15 ... "Alternate" energy mutual funds up avg. 28% in '14. "Green" ETFs up avg. 37.6% this year ... Philippines comp investing $200M in 70Mw of solar, wind projects in Bataan. Online in '16 ... Solar World (SRWRF) asking Commerce Dept to investigate China hacking ... Lattice Power (China LED maker) raised $80M in D round ... Europe Investment Bank to provide 150M Euro loan framework for clean/ren power gen, climate change mitigation schemes in Chile ... Next Era Energy Partners closed IPO at $442.7M ... Siemens, ABP filed for permit on 310M Pound wind turbine, rotor blade factory in UK ... UK solar industry deployed 1.47Gw in 1H14, more than all of '13. Now leading solar market in Europe ... Nevada grid regulator to lead development of "real time" western power market ... Electronic devices waste $80B/yr: IEA ... Miners illegally dredged Idaho river to protest EPA rules.

WEDNESDAY OPEN ... Market up 15/5/1. Volume slightly light. WTI under $105, Brent under $112. 281K new private jobs in June: ADP. US May factory orders down .5% ... (stock #s in %) LEOM up 47 more. IFXY up 27. CBAK up 25. ENSL up 21. GWBU up 17. CSGH up 13. CNTO up 12. EVSI up 11. BLDW up 10. SCTY up 4 .... WTWO down 25. DSTI down 18. ECAU down 16, new low. PRHL, CERPQ, NORX down 13. AQNM down 12. LYSDY down 11, with news. DPSM down 9 more, another new low.

TUESDAY CLOSE ... Market up 129/50/13. New highs. Volume may be slightly heavy when dust settles. WTI over $105, Brent over $112. NG $4.44 ... (stock #s in %) LEOM up 35, entangled in the lines in day 2 of surge. IFXY up 27. CERPQ, ENSL up 21. MGLT up 16, new high, doubled in last 3 days. XSNX up 12. WSGP, AMLM, ABAT up 10. SUNE up 2, new high. QTMM up 1, new high .... CSOL down 44. WWPW down 22. CNTO down 20. DSTI down 18. NORX down 13. DPSM down 12, new low. AQNM, NAMG down 12. MDDD down 11, new low.

OVER $5T OF $7.7T POWER GEN INVESTMENT next 15 years to go into clean/renewable power gen capacity globally: Bloomberg. Will help global CO2 emissions to peak by '30. 1/2 of investment to be in Asia. Investment in clean/ren power surpassed fossil-based 1st in '11. Fossil-based to shrink to 46% of total from 64% now. Est. 5K Gw gen cap to be added by '30. Fossil will get ~1.1K Gw. Solar to be fully competitive with other sources by '20 ... Russian hackers targeting oil/gas, power comps. "Ambitious" cyberattack hijacked energy control system updates ... New, stronger evidence that man-made climate change affecting US: McCarthy (EPA) ... Supreme Court declined to take up challenge from ethanol producers, others fighting California's low-carbon fuel standard ... Court taking case on gas manipulation that sparked crisis ... Fed appeals court threw out challenge to FERC approval of NG pipeline into NYC ... Colorado high court scuttled ballot proposal for right to clean air, clean water ... 9 states joined Murray Energy lawsuit against EPA rulemaking ... TX not liable for whooping crane deaths in parched refuge: appeals court ... Canada Supreme Court expanded ability of First Nation tribes to potentially veto proposed land use plans. (May stop oil sands pipeline to west coast.) ... Remote Alaska early-warning radar system could be at risk as region's coastlines erode from climate change: govt watchdog ... NASA canceled launch of 1st satellite to measure global CO2 ... Volcanoes may pack more atmos cooling power than had been thought: research ... U of Maine system creating degree programs in climate change ... Mountaintop coal mining linked to declining fish populations: USGS ... Beetle sending N American ash trees to the ash heap of history (extinction) ... States protesting EPA plan for beach contamination warnings ... Mysterious pollutant fouling NJ lake ... Lead exposure linked to depression in Chinese children: study ... Researchers attempting to breed heat-resistant "super chicken" ... FERC questioning New England's latest power gen capacity auction results ... BLM oil/gas permitting times "very long", accountability lacking: IG ... Top US fed agencies jobs vacant (200) in Senate confirmation limbo. Some waiting years ... Cheneire's latest 20-year LNG deal boosted US price point in Asia ... If we can't reduce offshore wind costs, quickly, we don't have an industry: OREC ... Statoil, Statkraft going ahead on building offshore Britain wind project ... Cape Wind getting $150M conditional DOE loan guarantee for offshore Mass project. Must first secure balance of ~$2.6B finance, ~1/4 from equity sales. Denmark's export credit agency pledged $600M loan guarantee in Feb ... Softbank unit, partner to build 100Mw 1st phase wind project offshore Japan. 5Mw turbines ... Canada JV to buy stake in 100Mw Quebec wind farm ... Ecotricity (UK) filed for 58Mw Scot wind project ... Northland Power OK'd to build 100Mw $356M wind project in Ontario ... Nautricity, Fundy Tidal teaming up on 500Kw Nova Scotia tidal power project. Summer '15 deployment ... Poet S Dakota plant hasn't been able to ship ethanol since last week because of flooded rail track ... Thai comp to build 600 metric ton/day biofuel plant in Myanmar to serve both countries ... China biodiesel production at 1/2 of capacity: study ... Rice U researcher converting biodiesel waste (glycerol) into chems with palladium-gold nanoparticles ... Pacific Ethanol (PEIX) added to Russell 3000, Russell 2000, Russell Global Indexes ... Researcher at U of Liverpool found magnesium chloride can be substituted for cadmium chloride (toxic, expensive) in solar cells. Mag chloride extracted from seawater, edible in tofu ... World Bank $78.4M finance for 480K more solar home systems in Bangladesh. Program currently installing 70K systems/mo. 3M already installed ... China commercial solar group formed to tackle trade wars ... NRG Yield completed buys of 2 solar plants, natgas plant in California for $349M cash. Total 590Mw ... Sumitomo Mitsui Bank, partners providing $62M loan for 18Mw wood biomass plant in Japan. Also 2.2B yen loan for smaller, similar plant ... GE to buy UK anaerobic digestion comp ... Philippine comp to invest $100M in clean/ren projects in next 2 yrs ... Intelligent Energy (UK) plans 40M Pound IPO. Fuel cell developer.

TUESDAY OPEN ... Market up 108/39/9. Volume normal. WTI ~$106, Brent under $113. China manufacturing expanded at fastest pace of year. Ukraine ended cease-fire. Bank runs in Bulgaria ... (stock #s in %) LEOM up 11, may be working out of double bottom. NGLPF, WSGP up 10. XSNX up 9. RBCN up 8. GTAT up 4, new high. PEGI up 3, new high. CREE up 3 .... CSOL down 44. ENSL down 32. WWPW down 22. NORX down 20. TMEN down 17. ECAU down 16, new low. DPSM down 12, new low. CCTC, EVSI down 10.