US LABOR DAY REPORT: MEDIAN WAGES SAME AS 40 YEARS AGO. So don't wonder why USA is $17T in debt. It's stupid frugal austere for everyone but top 1-10%. And govt has had to support all the poor. Business-forced socialism. And now it's corporate tax rates and companies moving to cheap tax rate countries. So. Congress is dysfunctional. More dysfunctional players to be named later. Happy Labor Day USA.

ISIS LOST BATTLE FOR IRAQ TOWN TO IRAQ, SHIITE, KURD FORCES. US airstrikes significantly damaged ISIS camp near Mosul dam ... King Abdullah warned West will be ISIS' next target ... Warnings ISIS, Al Quaida sleeper units may attack from Juarez (across Rio from El Paso). (Um, hello Mex government. How about joint military operation?) ... Yazidi women taken by ISIS to Syria sold into marriage ... Putin: time to consider statehood for E. Ukraine ... Philippine peacekeepers successfully extracted in Golan Heights firefight with militants. (Hezbollah, presumably.) ... Hamas stole most of humanitarian aid during recent "war". Sold to black market ... Israel plans to expropriate 400 hectares of West Bank ... 12.5K new US jobs in clean energy, clean transportation in 2Q14. 5.3K solar jobs, 2.7K wind jobs ... Tesla (TSLA), China Unicom to build EV charge stations in China. 400 chargers in 120 cities ... Booming EV sales under fire in Norway. (Oil interests, I presume.) ... Georgia auto dealers seek Tesla sales ban ... Panel rejected new Rocky Mountain Power fee for residential rooftop solar in Utah ... California promising residents access to several times more water than actually available ... 30.8B gal of biofuels made globally in '13. 23B ethanol, 6.9B biodiesel.

IRAQ FORCES, SHIITE MILITIA, KURD FIGHTERS LAUNCHED OPERATION to break over 2-month ISIS siege of Amerli. Shiite residents face possible massacre ... Pentagon: Iraq missions costing $7.5M/d. Well within spending limits ...Fracking expansion approved in California ... Pennsylvania revealed fracking has contaminated drinking water hundreds of times ... US southwest could soon experience decades-long megadroughts ... Researchers surprised by ozone levels in N Colorado mountains ... Chile poised to pass S America's 1st carbon tax ... $1B desalination plant being built in San Diego County. 2 gal of sea water makes 1 gal fresh ... Renters can now install EV charge stations in California ... Earth's tectonic plates have doubled their speed in last 2B years: research. Previous study seemed to show opposite result - plates slowing for 1.2B years ... SE Louisiana losing football field of land every hour. Lawsuits filed blaming oil/gas comps ... Calif lawmakers passed 1st US plastic bag ban ... Mexico's move to end state monopoly of oil/gas will result in ~75% increase in oil production by '40: EIA ... So far no deal between Gazprom, EU over natgas, Ukraine dispute ... Ukraine has 15.2BCM NG in storage. Needs ~5B more to make it through winter ... EU planning more sanctions on Russia over Ukraine ... Chevron's Gorgon LNG export project in Australia cost ballooned from $37B to $54B. Construction 83% done. 65% of projected capacity contracted. Wanted 85% by now. Asia LNG prices now ~$11.35, down 40% from highs after Fukushima ... World LNG capacity to expand 35% by '18 ... Global oil/gas development spending est. $620-630B this year. 1/4 from US comps. Tight oil (US) $72B

FRIDAY CLOSE ... Market up 18/22/6. Volume light I'm guessing cuz holiday Friday. WTI over $95, Brent over $103. US natgas $4.05. NATO to Russia: cease illegal military action in Ukraine NOW. Ukraine got $1.4B from IMF. US new sanctions on Iran. Brazil in recession revisiting 5 years ago. India growth up most in 2 years. Economist: Fed should just pay folks directly. UN climate chief: "not very far" from considering climate change public health emergency. Papua New Guinea, Iceland volcano eruptions. Ebola jump to Senegal. Jet fuel crunch in NYC as POTUS stills air traffic there o by the way ... (stock #s in %) CSOL up 95. MDDD up 63 with volume, letter. ASTI up 55 after reverse split day 2 and volume. CRCL up 42. BFRE, CCTC up 30, both with volume. PSPW up 28. CSGH up 25. LEXG up 17. CBWP up 13. XDSL up 12. PEIX up 2, new high. TSLA up 2, new high .... WSGP down 33 with volume. TMEN down 30. SPIR down 15 with volume. MGLT down 15. CPWY, GWBU down 14. CBEH down 13. PWDY down 11. UBRG down 10. LSCG down 9, new low. NENE down 5, new low.

SOLAR COMPS ON TRACK FOR RECORD SHIPMENTS this year. Top panel makers to deliver up to 52% more than '13 ... CREE has breakthrough replacement for halogen lamps ... Tanker hauling Kurd oil disappeared from satellite tracking off TX coast ... Deepwater fracking next oil/gas frontier ... Shell submitted plan for new exploration of Alaska Arctic oil ... 1st-ever decline in Europe biofuels consumption in '13. Spain cut targets, Germany cut tax exemptions for biodiesel ... Valero restarted Indiana ethanol plant idled over 2 years ... Huge US corn crop dropping prices. $4 range possible by fall. Will help ethanol makers ... New coal, natgas power plants coming online worldwide faster than those closing. World coal, NG plant fleet will emit 300B tons CO2 over next 40 years ... Fuel Cell Energy (FCEL) got $1.2M from DOE for phase 3 of CO2 capture project using fuel cell tech. To demo commercial fuel cell stack. Produces additional power. Potential to meet DOE carbon capture goal of $40/ton. (Maybe there's still hope.) ... GE, NREL study: wind power can improve grid resiliency with immediate power ... Last Siemens 3.6Mw wind turbine installed in 288Mw project in North Sea. Vattenfall, Stadtwerke ... Sun Edison (SUNE), Terra Form (TERP) completed 2.6Mw solar system at Cal state hospital, 1.6Mw system at state prison ... Kyocera, Century Tokyo planning 2 solar power stations to float in reservoirs. 1.7Mw, 1.2Mw. Online next spring ... Japan wants 32% increase in spending - to $2B - to boost use of fuel cells, energy saving devices. Wants to more than double budget to 40B yen for hydrogen fueling stations. Sales of fuel cell cars expected by March. Also subsidies for home fuel cells for power, hot water. Also 158B yen for offshore wind, geothermal research ... Japan enviro minister says Japan should get 30% of power from clean/renewable power by '30. (I don't think they're including nuclear in that figure which is, of course, clean power. If they bring any nuclear power back online.) ... United Photovoltaics $50M profit 1H14 ... First Solar (FSLR) raised $290M debt from OPIC, IFC ... Mainstream Renewable Power OK'd for 150Mw Chile wind project ... SPI Solar to develop 30Mw PV project in China ... Uruguay seen attracting over $3B investment in clean/renewable power '10-'17.

FRIDAY OPEN ... Dow down 25/Naz up 3/SP flat. Volume light. WTI over $95, Brent ~$103. 1K Russian troops in Ukraine: NATO. Finland fighter jets on alert after Russia violated airspace. UK severe terror threat from ISIS. ISIS burned 3 oil wells in retreat from Kurd attack ... (stock #s in %) CSOL up 95. CRCL up 42. ASTI up 33. CABN up 17. XDSL up 12. TSLA up 2, new high with news .... TMEN down 28. PWDY down 22. GWBU down 21. UBRG down 20. AMLM down 19. CBWP down 16. SPIR down 10. KIOR down 9. NENE down 2, new low.

THURSDAY CLOSE ... Market down 42/12/3. Let me guess: volume light? WTI over $94, Brent over $102. US natgas $4. Argentina cash concerns. National strike. FBI investigating possible Russian hack of JP Morgan, other top US banks. Jack Ma China's now richest pard. Alibaba ... (stock #s in %) PPRW up 42. LMRMF up 28 with volume. PSPW up 28. WWPW up 19 on 100 shs. JUHL up 14. OOIL up 13. ABAT, CBEH up 12. AMLM, SRWRF up 10. BIOF up 9, new high with volume. MGPHF up 9 on news. CREG up 8 after hitting new low with volume, news .... BHWX down 94. 6K val. Toast. CABN down 32, new low with volume. CCTC down 21 with volume, news. BLQN down 20. ENSL, MDDD down 18. SENY down 13. ASTI down 12, new low with volume after reverse split. BFRE down 11, new low with volume. XDSL down 11 with news ... Have a safe and happy labor day weekend, pards. Forward, onward, upward, tally ho and happy trails.

WORLD MAY ALREADY BE NEAR TEMP WHERE LOSS OF GREENLAND ICE SHEET would become inevitable: UN draft report. Actual melting would take centuries, but would be unstoppable. Could raise oceans 23 feet. Additional rise from Antarctic, glaciers melting ... Still technically possible to limit global warming to 3.6*F (2*C) above pre-industrial level. But continued political delays for another decade or 2 will make that unacheivable without severe econ disruption. Temp up 1.5*F so far. Continued rapid growth of GHG emissions could cause up to 8*F rise. That would cause mass extinction of plants, animals; huge shortfalls in food production, extreme coastal flooding, more. (Why are we willing to risk world disaster, pards? Don't we err on the side of safety?) ... '70-'00 global GHG emissions grew 1.3%/yr. '00-'10 - 2.2%. Pace seems accelerating further this decade ... Greenland, W Antarctic ice sheets' melt more than doubled in last 5 years. To contribute far more to sea rise than current projections ... Over 500 bubbling methane vents found on seafloor off US east coast. Est. 30K such vents worldwide. Adds to global warming ... UN report did find efforts to counter global warming gathering force at regional, local levels in many countries ... Just 1 in 9 of UK citizens aware of scientific consensus of global warming, climate change: poll. (Way to go, fossil fuel industry PR magicians. Way to go.) ... ISIS seems to have been beaten back after another attempt to capture Iraq's largest refinery at Baija ... US judge threw out court order over Kurd oil tanker. OK'd to unload in TX ... Rosneft got loan from Russia bank to help them through sanctions. Still needs more to pay debts. Lukoil also got loan ... Environmentalist candidate surging ahead in Brazil presidential election polling ... 20 types of coral listed by US as threatened, partly because of global warming, climate change. 66 considered. 2 were already listed ... 631% July surge in China EVs made (over 4K): KNDI ... First Solar (FSLR) developing 250Mw of projects in Japan ... Alaska referendum upheld tax system for oil comps. Barely ... Elevated mercury levels in food distort songbirds' calls: research. (Veritable canary in the coal mine.) ... Investment in UK's distributed power gen market will fall to $939M by '19 from $2.5B in '13: Global Data. Excessive, overlapping new policies expected to create chaos in UK's solar PV market in particular. But installed distributed power gen capacity still to grow to over 7Gw by '19 from 3.7Gw in '13 ... Global investments in new clean power to total $1.61T from now through '20: IEA. Avg. $230B/yr. Clean/renewable power (sans nuclear) to reach ~26% of global power gen from ~22% now ... Myanmar solar jumpstart with $480M ACO Investment (US) pact. 2 150Mw projects online in '16 ... Shell calling it quits in Nigeria. Selling to local parties ... Chile, US to continue collaboration on navy biofuels research ... Noble Energy found 40-60M BOE from initial well in deepwater Gulf of Mex. Another appraisal well found 65-100M BOE reservoir ... Mineworkers' strike authorized at 1 of world's largest uranium mines (in Canada). 15% of global supply. U prices up 10% in Aug., now $31/lb ... Crystal Solar, NREL teaming up to cut costs of making silicon solar cells ... India's solar push drafting army, public sector. Grants for using local content ... Panasonic, 3 other comps picked to run Japan energy saving plan. To install 14K residential energy management systems. To run through '16 ... Hangzhou First PV to raise $265M in Singapore IPO ... Enrich Energy OK'd for 60Mw solar project in India ... Australia review panel to halt RET for small clean power projects, new large projects. (What the hell is their problem? Hit with the fossil fuel crazy stick?) ... Brazil hit 5Gw wind power capacity.

THURSDAY OPEN ... Market down 57/16/6. Volume light. WTI ~$94, Brent over $102. US GDP 2Q up 4.2%. Ukraine claims Russian invasion, sanctions threat raised. Argentina national workers strike. More quakes in Iceland spreading to 2nd volcano ... (stock #s in %) CBEH up 25. NGLPF up 22 on asset sale. CABN, LMRMF up 20. ENZR, OOIL, SRWRF up 10. PEIX up 1, new high .... CCTC down 33, new low with volume. NORX, PWDY down 25. BLQN down 20. BFRE down 15. SENY down 13. XDSL down 11 with news. CNTO, ENSL down 11. UBRG down 10.

WEDNESDAY CLOSE ... Dow up 15, Naz down 1, SP flat. Volume light. WTI over $93, Brent over $102. US natgas $3.97. US budget gap smallest since '07. Argentina set for national strike, peso sliding ... (stock #s in %) WTWO up 100. IFXY up 35. ONYX up 33. PRHL up 27. POLR up 25. MGLT up 18. BFRE up 13. XDSL up 12. GWBU, UBRG up 11. PEIX up 5, new high. GPRE up 1, new high .... BSRC down 25. BLDW, CSGH down 19. CABN down 16. MDDD down 15. JUHL, PWDY down 13. SENY down 12. NTCXF down 10 with volume, back on bottom. (Long wait to commercialization.)

HUMANS RISK CAUSING IRREVERSIBLE, WIDESPREAD DAMAGE TO EARTH, CLIMATE unless faster action to limit GHG emissions: leaked UN draft. Global warming already impacting all continents, oceans ... Obama may go for climate accord instead of treaty to bypass Senate ... Clean, renewable power gen 14.3% of US total powgen in 1H14, up 2.7% over last year. Nuclear not included. So, it's actually ~34%. Wind now 5%, up 9% on year. Solar more than doubled year over year. Also doesn't include distributed, off-grid power gen ... Tanker with Kurd crude reportedly unloaded in Israel ... India asking Pepsi (!) to help make school lunches healthier. (Are they serious?!) ... S Africa seeks to improve process for clean power deals ... Blue Castle MOU with Westinghouse to build 2 reactors in Utah. Est. cost $10B. Online est. '24 ... El Paso El seeks proposals for Ft Bliss, power station solar projects. Due Oct 20. 20Mw at Ft Bliss, 3-5Mw at power station ... NRC final rule made on continued storage of nuke waste. From end of reactors' licensed terms to ultimate disposal ... One Roof Energy unit raised $58M to install over 2K residential solar systems in at least 4 US states ... Brazil will allow higher prices for thermal power developers in next auction. $87/Mwh. Higher than clean power. Over 6Gw registered ... Brazil OK'd bond sales for 2 wind projects - 29.7Mw, 27.3Mw ... REC Solar USA got order for 85Mw of panels for utility-scale US projects ... GCL New Energy buying 95% of 100Mw China solar project ... Hareon Solar to build 2.5Gw solar in Turkey ... Shamba Tech secured 113K Pounds for sub-Saharan Africa solar systems ... Uzbekistan to bring 1st 100Mw of solar online by '16 ... Bright Capital, Solar Management to build 90Mw of solar in Russia ... Geothermal power near 12Gw worldwide. Upper 6 miles of Earth crust holds 50K x energy in world's oil/gas reserves. But test drilling can take up to 15% of total capital with uncertain results. US, Philippines, Indonesia over 1/2 of total installed geo. Cal 80% of US ... Global meat production up to record 308.5M tons in '13. ~70% of planet's ag land used to pasture animals. 10% more to grow grains for livestock.

WEDNESDAY OPEN ... Dow up 8, Naz down 4, SP down 1. Volume light. WTI ~$94, Brent over $102. Equities reached record $66T. Finland says NATO an option after condemning Russia tactics ... (stock #s in %) WTWO up 100. UBRG up 33. XSNX up 14. EWRL, GWBU, LSCG up 11. LEOM up 10. PEIX up 3, new high .... PWDY down 35. BLDW down 26. ENSL down 25. CBEH down 18. SENY down 15. MDDD down 13. CNTO down 10.

TUESDAY CLOSE ... Market up 29/13/2. WTI over $93, Brent over $102. US natgas $3.97. Iceland, Europe bracing for "volcano from hell" after 5.7 quake. Russia nearing recession, canceled 6th bond sale ... (stock #s in %) MDDD up 78. CBWP up 47. CABN, GWBU up 25. PSON up 16. XDSL up 14 with news. AMPD up 12 .... WTWO down 50, back to bottom. CSOL down 34, new low with volume. DSTI down 26. CPWY down 24. UBRG down 18. ASTI down 16, new low with volume. IFXY, SENY down 15. BFRE down 14. XSNX down 13. BLDW down 11. CBEH, PTOS down 10.

ISIL/IS RANSOM $6.6M FOR FEMALE AMERICAN AID WORKER ... US surveil flights now over Syria ... 1 in 6 French support ISIL/IS: poll ... Cease-fire between Hamas, Israel ... Russian troops captured by Ukraine troops entered Ukraine "by accident": Russia military ... Iran rebuffed UN nuke inspectors wanting return to suspected nuke weapons component testing site on military base ... US approved anti-dumping duties against S Korea, other producers of steel pipe for energy sector ... Fracking link to birth defects probe ... China weighing $16B fund for EV chargers ... US grain piling up as trains move ND oil ... Chile attracting $7B of clean power investments ... Duke Energy now says 9K gal of diesel spilled into Ohio R. near Cincinnati last week, not 5K ... Farmer's Almanac forecasts super-cold winter for east US. Their predictions ~80% good over the years ... EIA predicting 353 BCM shortage of US natgas storage by Oct vs. '13, 5-yr avg ... Consol started drilling oil at Pittsburgh Airport ... PV2 Energy's proposed 247Mw, $600M solar project near Silicon Valley got PPA from S Cal Ed. But lost Duke Energy as major investor, though still minor investor. Project also needs final enviro permits, but their EIS approved. 1M solar panels on over 1.6K acres ... Coal export terminal OK'd in Brit Columbia. Opens late '15. 4M tons/yr capacity ... Saudi El Comp plans to bring over 4.75Gw of NG power gen online '15-'17. To spend SR622B '14-'23 to add 40Gw power gen capacity, upgrade grid. Total cap now over 61.6Gw ... NRC OK'd Exelon's request to increase output of 2 reactors at nuke plant near Philly. 140Mw more to get to 1.28Gw. 40-year-old reactors. (Some of US' youngest.) ... Solar Power's (SOPW) China unit got prelim OK to build 10Mw project in Shandong ... S4Solar (Brazil) to build $13.1M, 100Mw/yr panel assembly plant in Brazil. Online in Jan ... First Solar (FSLR) to build 1Gw project in Chile, finish in '16 ... Hareon Solar raised $3.2B debt for new solar projects. To develop 150Mw solar now in India with US investor ... UK county to resist 970Mw offshore wind project ... Andhra Pradesh distributors to jointly buy 500Mw of solar power starting in '16 ... World's 1st electric Grand Prix series will use UK startup Aquafuel to get algae-derived power. Saltwater algae to biodiesel to glycerine. No CO2, no smoke, no noise, no smell. Aquafuel says saltwater algae pond size of Switzerland could meet global energy demand ... Kyocera the only solar module maker to rank as "performance leader" in all 6 categories. Testing by PV Evolution Labs. 15 participating manufacturers ... Palo Alto municipal utility reached carbon neutrality in '13. '17 goal: hydropower over 50%, solar 23%, wind 12%, landfill gas 11%. Balance from market power ... US oil/gas industry stock valuations $4.9T. US coal $230B.

TUESDAY OPEN ... Market up 68/6/4. Volume light. New highs. WTI over $94, Brent over $103. US durable goods orders up. US won't consult Syria on air strikes against ISIL/IS. (I would strike their oil/gas assets, that air base they just took.) ... (stock #s in %) MDDD up 100. NGLPF up 25. XDSL up 14 with news. GWBU up 11. AMLM up 10. KNDI up 7with news .... ENSL down 27. NORX down 18. ASTI down 16, new low with volume, news of 1-for-10 split. PTOS down 16.

MONDAY CLOSE ... Market up 75/18/9. SP, Naz new highs, Dow back to top. Volume light. (Summer. The money's at the beach or up in the mountains.) Ukraine president called snap election. French cabinet shakeup. Jackson Hole: labor markets can't take higher interest rates. Napa quake to cost up to $4B as wineries shut. 8 of 9 Californians don't buy quake insurance. Ebola fight needs $430M ... (stock #s in %) WWPW up 25. CSGH up 21. CNTO up 19. CCGI up 18. EWRL up 17. ASPW, XDSL up 16. PSON, SENY up 15. ENZR up 15 on news. CABN up 14. FNVRF up 14, new high on news. GPRC up 13. SOPW up 11. UBRG up 10. OOIL up 10 with volume on news. TSLA up 2 .... MDDD down 60. WSGP down 44. CBWP down 30. BFRE down 27. AEHI down 25. LEOM down 22. AQNM down 20. AMLM down 19. PWDY down 16. MMMW down 14. MKBY, ECAU, MGLT down 11. LSCG down 5, new low.

ISIL/IS REPORTEDLY GOT FIGHTER PLANES, HELICOPTERS, MORE TANKS, ARTILLERY PIECES (and ammo, missiles) after taking Syria air base ... Iran forces crossed into Iraq to help Kurds drive ISIL/IS out of key town close to Iran border ... NATO insists Russia giving artillery support from inside Russia for separatists in Ukraine ... Tripoli gas stations empty. Little food. Benghazi much the same ... Iraq oil production down to 3.1Mb/d in July. 3.6M in Feb ... EIB to lend up to $93.3M to Polish energy comp for clean power projects, including refurbishing several hydropower plants, grid upgrades ... India vowing to buy domestic solar content, asking domestic industry to start up idled capacity. Didn't announce dumping duties on US, Asia imports ... Verizon investing $40M to triple its solar power use this year. Sunpower (SPWR) to install 10.2Mw at 8 sites in 5 states. Verizon invested $100M in '13 for ~5Mw solar, 10Mw of fuel cells at 6 sites ... Bakken production up 53Kb/d in June to over 1Mb/d ... EIA puts US distillates exports now at 1.2Mb/d ... Statoil launched new offshore oil platform, 1st since '05. $1.9B. Initial production est. 30Kb/d ... Rosneft deal to acquire stake in Norway drilling comp in exchange for drill rigs. Also started exploration in Barents Sea with Statoil. Norway approved Statoil to move rig to Barents ... Siluria Tech says it can make fuels from natgas at cost of ~$1/gal at today's US NG prices. Chem catalyst extracts methane from NG, combines into ethylene, then another catalyst to get fuels ... S Asia econs will be badly squeezed by global warming climate change by '50 if no action taken on GHG emissions: Asia Development Bank ... EU imposing ban on high-powered vacuum cleaners. Motors must be below 1.6Kw by Sept 1 for manufacturers, importers ... At least 10% of fracking fluid is toxic: LBNL. No idea for another 33%. From voluntarily provided industry list ... Duke Energy to sell non-regulated Midwest power gen biz to Dynergy for $2.8B. 11 power plants - 6.1Gw, Duke Retail Sales (OH) ... TVA to replace 741Mw Memphis coal power plant - built in '59 - with new $975M 1Gw combined-cycle NG plant in next 4 years ... Finavera Wind (Canada) buying Solar Alliance of America (US west coast residential solar marketer) for $6M. FNVRF selling Ireland wind project to raise the money ... Mexico regulator received requests for 10.5Gw of clean power projects ... ConAgra joined deforestation-free palm oil movement.

MONDAY OPEN ... Market up 108/27/10. Volume light. SP new high. WTI over $93, Brent over $102. We'll cooperate with anyone to beat ISIL/IS: Syria. ISIL seized Syrian airbase. Ukraine says another Russian convoy entered without permission, including tanks. Libya militants seized Tripoli airport. Iran says they shot down Israel drone. (Happy Monday.) ... (stock #s in %) CABN up 42. UBRG up 30. FNVRF up 22, new high. ASPW up 16. JUHL up 13. KIOR up 11 .... CBWP, PWDY down 33. AMLM down 28. CPWY down 21. MDDD down 17. MMMW down 16. CRCL down 13. MKBY down 11. ENSL, PRHL down 10. ABAT down 9.

ISIL/IS SEIZED LOW-GRADE NUKE MATERIAL from a university when they seized Mosul weeks ago. Also seized a long-range SCUD missile ... "Dabiq" ISIL/IS's official magazine. Their ultimate enemy: Rome's crusaders. They believe Christ will return to assure their victory at the end of this age. (Bible says anti-Christ comes to Earth first before Christ.) ... Rockets being fired into Israel from Lebanon ... World on track for 3rd hottest year on record ... Global warming "pause" could last another decade or more: report.

UKRAINE COAL POWER PLANTS CLOSING DOWN. Some to run out of coal in 15-35 days. Supply lines cut ... Turkey suspending drilling in 6 oil fields in Iraq operated by Turk state-run TPAO ... Rosneft to buy bulk of Morgan Stanley's physical oil trading ops ... Some 6.5M bls of Kurd crude has been shipped to world markets since May: Turk Energy Ministry. 7th tanker getting loaded. Most recent delivery to Croatia after purchase by Hungary's MOL ... Kurds increasing capacity of pipeline to Turkey to 300Kb/d from 120K ... 2 Turk banks lending $1B to TPAO so it can buy Total's stake in Azerbaijan natgas project ... Kuwait in new 10-year deal with Sinopec to near double shipments to 300Kb/d. Cost plus freight basis ... BP to spend $9B in Australia oil/gas development ... YPF shale oil discovery in Argentina ... Apache exploration well offshore W. Australia found up to 300M bls ... Norway energy comp to buy Marathon's Norway biz ... Vine Oil & Gas, Blackstone Energy Partners buying Haynesville assets from 2 Shell affiliates for $1.2B. 107K acres in N. Louisiana in core of shale gas basin ... Brightoil bought Anadarko oil field stakes in China for ~$1B ... Over 1/5th of world power gen now clean/renewable. (Not including nuke.) Clean/ren over 56% of all new power gen added in '13 ... 4K Gw offshore wind potential of US coasts, Gulf of Mex, Great Lakes ... IRS clarified beginning of construction rules for clean/ren power projects.

FRIDAY CLOSE ... Dow down 38, Naz up 6, SP down 4. WTI over $93, Brent over $102. US natgas $3.88. ECB ready to do more. Sunnis quit Iraq govt after 73 shot dead in mosque ... (stock #s in %) WSGP up 97. BSRC up 80, up 4x on year. DSTI up 36. NORX up 33. CBEH up 31. CBWP up 20. CPWY up 18. NGLPF, CABN up 16. AWSL up 13. SENY up 12. NFEC up 11, new high with volume. AMLM up 10. CCGI up 9. ABAT up 7 .... WWPW down 37. UBRG down 23. XDSL down 14. PWDY down 13. CSOL down 12. ECAU, ASPW down 10. RGSE down 9, new low with volume.

ICE LOSS IN GREENLAND DOUBLED SINCE '09: study ... ~63 trillion gallons of groundwater lost across US west since start of '13 from drought: study. Caused Earth crust to rise without water to weigh it down ... Pause in global warming because of oceans' heat sinks: study ... Record year for simultaneous temp highs, lows in US. (Very wavy jetstream.) ... Sun's activity influences regional warming, cooling, climate change: study ... Increasing European tree loss likely to amplify climate change ... GDP calculations that factor in air pollution show higher levels of growth: study ... Flaring in Eagle Ford Shale wasting billions of cu. ft. of natgas: report. (It's really a shame how much is wasted all over world. Besides adding to global warming, of course.) ... Michigan State U researchers among latest to make see-through solar cells ... Prices held steady in California's 8th carbon auction ... California lawmakers passed bill forcing cities to cut rooftop solar red tape ... Asia dominates energy storage patents ... Vestas headed for 1st dividend in decade ... Belgium plans for power shortfalls after 3 nuke reactors shut down ... Energy Absolute (Thailand) to invest $1.4B next 3 years in solar, wind projects. To add 570Mw. Thai solar, wind power est. to rise to 4.8Gw by '21 from ~1Gw in '13. Had over 2Gw biomass power capacity in '13 ... China natgas demand to triple by '40 to 17.5 TCF: EIA. Domestic production expected to grow from 3.8 TCF in '12 to over 10 TCF by '40 ... 150Mw wind project in ND OK'd by PSC. Sequoia Energy (Canada) to build, sell to Xcel Energy after completion. 2.3Mw turbines ... D. E. Shaw, Bright Plain Renewable Energy bought into 24Mw solar project in Nevada. American Capital Energy to retain small stake. Signal Energy to build. Online by yearend. NV Energy 20-yr PPA ... DuPont filed lawsuit against Sun Edison (SUNE) over infringement of patent for metalization paste used in manufacturing ... Atlantis Resources raised $83M to start building world's largest tidal power plant in Scotland waters. 6Mw portion of 86Mw 1st phase of potential 398Mw. Atlantis to supply 1 of 4 1.5Mw turbines. UK govt, Crown Estate each invested 10M Pounds ... Suzlon seeking Japan partner for offshore wind market ... Jinko Solar to build 100Mw in Jiangxi. $130M investment. Subsidy 1.2 yuan/Kwh. Expected online by yearend ... Goldwind's profit up 3x to over $53M in 1H14 ... NIBE's (Swiss) takeover of Water Furnace (heat pump maker) approved by Ontario court ... EPA sent final '14 RFS rule to White House ... Court tossed FERC-approved fine against power marketer ... Happy trailering over weekend, pards. Onward and upward. Keep your nose on the horizon.

FRIDAY OPEN ... Dow down 40, Naz up 4, SP down 2. WTI over $93, Brent over $102. Ukraine calls Russia aid convoy without consent "invasion" ... (stock #s in %) WTWO up 50. DSTI up 36. BSRC up 35. CBEH up 31. CABN up 16. SENY up 15. CCGI up 9 after reporting .... WSGP down 25. UBRG down 23. GERS down 20. MDDD down 19. CSOL down 12. PRHL down 11.

THURSDAY CLOSE ... Market up 60/5/5. Volume light. WTI ~$94, Brent over $102. US natgas $3.90. Red Cross: Russia aid may enter Ukraine tomorrow. Russia shut 4 McDonald's in Moscow. US manufacturing up. Ebola costing W Africa $13B of GDP ... (stock #s in %) WSGP up 34. AQNM up 33. CBWP up 31. MGLT up 23. XDSL up 16. PWDY, SENY up 13. ENSL, KIOR, LSCG up 11. LYSDY up 10 .... WTWO down 33. DSTI, ECAU down 21. NAMG down 19. CSGH down 18. GERS down 16. CPWY down 15. LMRMF, ABAT down 13. BSRC down 11. CABN, CNTO down 10. KNDI down 6 with volume.

OIL PRODUCTION TO PEAK IN MID-'15 at 4 main US tight oil basins - Permian, Bakken, Eagle Ford, Niobrara. Production then predicted to decline as fast as it rose in last 7 years ... Over $500B of investment in major oil projects at risk over next decade from high costs, low oil prices ... Dropping oil prices threatening Russia budget. (That's partly how Soviet Union was defeated - low oil prices in '80's. Wonder why oil prices have been dropping lately?) ... Buffett sold more oil comp stakes ... More leaders openly acknowledging pending Paris intl agreement next year to avert catastrophic global warming will surely fall short of what's needed ... It would take 1.5 Earths to produce ecological resources needed to sustainably support current human activity. Tuesday was "Earth Overshoot Day": Global Footprint Network ... Price of wind power in US at all-time low: DOE. $25/Mwh avg. for projects negotiating with utilities in '13 ... Report charges comps illegally using diesel fuel to frack, doctoring records. At least 351 wells by 33 comps '10-'14 ... New Mexico's oil production has near doubled in last 6 years. Soon to pass Alaska. Encana spending up to $350M drilling in Mancos Shale in N west NM. State also shares part of Permian Basin ... US sold over 400K acres in west Gulf of Mex for oil/gas development. Offerings since '12 got buyers for ~60M acres for ~$2.3B. Wednesday sale to bring in ~$110M. BP - no longer barred - won 27 of 81 tracts sold ... N Carolina lawmakers passed coal ash restrictions bill. 33 dumps in state ... Iran oil ministry backing plan for 400K el motorcycles to reduce pollution ... DOE $67M for advanced nuke power research. Includes cheaper way to extract uranium from seawater using wind power ... EDF setting up methane detection contest ... Duke Energy Florida needs to add over 2Gw power gen capacity next 4 years. (Got to hope much of it solar.) ... S Africa approved treaty with Congo for 2.5Gw 1st phase of 40Gw $100B hydropower project. 6 phases. Power to be shared among region's nations ... ABB new power cable tech can carry over 2x more power from offshore wind farms. ~2.6Gw vs. 1Gw now ... Clean power 100% of new US power gen cap added in July. 379Mw wind, 21Mw solar, 5Mw hydro ... UK supermarket to use anaerobic digester for power, using materials from all comp's groceries. Also to heat all stores in winter with heat pumps, storing waste heat from refrigeration ... Citigroup: solar to outperform fossil fuels in long term. (Um, duh?) ... Fracking in Maryland would pose risk of harmful air pollution: U of MD report. (Besides groundwater risks.) ... Libya reopened its largest oil export terminal. Plus 150Kb/d oilfield due to reopen next week. Heavy fighting still in Tripoli, Benghazi ... Egypt using sulfur-laden fuel oil at power plants has plugged burners. Over 6Gw taken offline. Now rolling blackouts ... GEVO reported 2Q14 revs up, higher losses ... New DOE program aims to cut cost of algae biofuels, byproducts by up to 50% by '19 ... Coal now meets 30% of global primary energy needs, highest level since '70. Used for 41% of world's power gen, production of 70% of world's steel ... World coal exports 1.3B tons in '13. Up to 20% lost money at $72/ton ... MIT researchers turning dead car batteries into solar panels ... FERC approved $2B 700-mile HVDC powerline project to bring OK, TX panhandle wind power to west Tennessee. Power to cost 4.3 cents/Kwh. 2-3 years to build ... Brazil comp OK'd to start ops at 29.7Mw wind farm ... Etrion (Swiss) investing $400M in Chile solar. To build 2 projects, total 100Mw, for $200M. Construction start in '15. $200M more for 70% stake in 68Mw solar project online this year ... Sunrun to buy 50-100Mw of solar panels from REC Solar next year. US residential solar up 60% in '13 to 792Mw ... Sun Edison (SUNE) getting $160M from Citigroup, Barclays to build 40 distributed gen projects in US, avg. 1.1Mw each. Tax equity finance. SUNE's solar pipeline up to 4.3Gw ... Africa to add more clean/renewable power gen cap in '14 than in last 14 years. ~1.8Gw. S Africa, Kenya, Ethiopia in lead ... Tata to supply 20Mw Acme solar project in India ... Siva Power (US) seeks $100M to build thin-film solar factory ... China Power Investment investing $163M in Gao solar plant ... Statkraft's wind losses up to NOK 70M 2Q14 ... EDP unit to sell equity in 1.1Gw of US wind farms.

THURSDAY OPEN ... Dow up 71, Naz down 1, SP up 3, new high. Volume light. WTI ~$96, Brent over $101. France, China manufacturing down ... AQNM up 33. MGLT up 18. SENY up 15. LEOM up 14. PSON up 11. KIOR up 10 .... CABN down 35. NAMG down 19. AMEL down 13. CNTO, EVSI down 10.

WEDNESDAY CLOSE ... Dow up 50, Naz down 1, SP up 4. Volume light. WTI over $96, Brent over $102. US natgas $3.86. Germany to arm Kurds. Europe austerity "dismal failure". Brazil $66B stimulus in works ... (stock #s in %) NAMG up 23. CSGH up 22. ECAU up 18. PTOS up 16. MKTY, SENY up 13. CNTO up 12. EVSI, LMRMF up 11. XSNX up 9. GPRE flat after new high .... BSRC down 45. CBWP down 36. CABN down 28, new low with volume. PSPW down 25. PWDY down 20. TMEN down 18, new low with volume. RGSE down 17 with volume after reporting. KIOR down 17, new low with volume. CERPQ down 13. SSOL down 10.

CITIES' OZONE PROBLEM TO GET WORSE WITH GLOBAL WARMING: scientists. Air also will get more stagnant in areas like US east coast because Arctic warming faster than tropics, slowing air circulation. Plants may also produce more precursors to ozone. But warmer climate means more water vapor in atmos that mitigates ozone not created by human activity. Other pollutants like soot, other fine particles may also be affected by global warming ... DOE launched computer modeling program to see what could happen with collapse of Antarctic ice sheet over next 40 years, other climate challenges ... Drought risk rising for Australia ... Sea plankton found living OUTSIDE space station ... Columbia Law School got $3.5M donation to expand climate change law program ... Algae Systems (Nevada) pilot plant in Mobile Bay potentially to turn profit making diesel fuel from algae, charging municipalities for treating wastewater (sewage used to fertilize algae), selling carbon-heavy residue as fertilizer, generating credits for advanced biofuels. Removes more carbon from atmos than added when fuel burned. "Hydrothermal liquefaction" process. 550*F at 315lbs/sq in. System consumes pollutants like phosphorus, nitrogen responsible for algae bloom in Lake Erie, "dead zone" in Gulf of Mex. Japan comp invested $15M. Est. $80-$100M for commercial scale plant ... US Wind (Italy) won offshore Maryland wind auction with $8.7M bid. Up to 1.4Gw potential, 80K acres. Maryland has promised $1.7B, 20-year subsidy for 210Mw from the site funded by ratepayers ... UK pushing EU to keep open 1 of Europe's dirtiest (coal) power plants ... US opening bids for oil/gas development in west Gulf of Mex ... EIA to examine domestic costs of US exporting crude ... Water releases from Lake Powell to Lake Mead to increase 10% in next year. Upper Colorado R. Basin runoff 94% of avg in '14. 47% in '13, 45% in '12. Lake Mead projected to continue to fall in coming year ... Potential 1.1B BOE found offshore Ireland ... DTE Energy selected 84 new solar projects for Phase 2 of customer-owned pilot program. 2Mw total. 74 residential, 10 non-rez projects ... 3 new solar farms in N Carolina. 18.2Mw total ... Dominion Virginia Power coal plant on Elizabeth R. has near 1M tons of coal ash in dump that has leaked arsenic, other pollutants into groundwater for over a decade ... Jinko Solar to supply 40Mw for 8i project in Chile ... ReneSola supplying 5.4Mw for Welspun solar project in India ... Greencoat (UK) buying 51.6% stake in 4 Brit wind farms from AES for 90.6M Pounds. Total 87.5Mw ... Suzlon German unit to raise ~500M Euros in bond sale this year to fund takeover of Suzlon's global wind turbine servicing biz. They monitor, repair 25Gw of turbines worldwide for 500M Euros/yr, growing 20%/yr. Turbine servicing market to reach $13B by '20 ... JA Solar (JASO) improved 2Q14 earnings after capacity expansion ... Punjab plans 2Gw solar park ... Renewable Energy Group (REGI) sold 11% more biodiesel in 2Q14, earnings dropped to $10.8M on 13% drop in revs to $333M ... Amyris (AMRS) aiming for huge 2H14 ... Residents filed class action suit over cost overruns at Illinois "clean coal" project ... US sailors filed new suit against TEPCO over Fukushima radiation ... Belgium may permanently shut 2 nuke reactors.

WEDNESDAY OPEN ... Dow up 17, Naz down 6, SP flat. Volume light. WTI over $95, Brent over $102 ... (stock #s in %) MDDD up 16. ECAU up 15. SENY up 12 .... TMEN down 50, new low. BSRC down 45. CBWP down 36. WTWO down 33. LMRMF down 17. RGSE down 16 with volume after reporting. ENSL down 13. CABN, MMMW down 10.

TUESDAY CLOSE ... Market up 80/38/9. Volume light. Another Naz new high. WTI over $94, Brent over $101. US natgas $3.92. Ukraine forces gaining on Luhansk separatists ... (stock #s in %) CABN up 75 with volume. BFRE up 31. WWPW up 26. ECAU up 23. SSOL, JUHL up 22. XSNX up 18 with volume, news. PSON up 17. EWRL up 16. CERPQ, PWDY up 15. ACFN up 10. FCEL up 7 with volume .... CGYV down 34. WSGP down 25. GWBU down 22. CNTO down 16. KIOR down 13, new low with volume. LEXG down 12, new low with volume. EVSI down 10.

NORWAY SEEING RECORD HEAT. Arkansas, Indiana July temps hit record lows ... Altered water flow in Missouri River related to global warming climate change: report ... Solomon Island township relocating because of global warming climate change ... Global warming climate change to leave native fish species high, dry in AZ: study ... Data show air pollution worse this year than last in many China cities ... Over 1,500 square miles of US coastal wetlands lost '96-'11: NOAA ... Canada rail comp dropped plans to ship oil from Arctic seaport in Manitoba ... Oregon agency denied permit for coal export terminal ... US wind power installs below China, Germany, India ... World facing 1st global solar panel shortage since '06 ... Rosneft, Statoil began joint drilling in Barents Sea ... 5-8K gal of diesel fuel spilled into Ohio River from Duke power plant near Cincinnati ... 12-day-old acid spill from Mexico copper mine sent 10M gal of toxic wastewater into 2 rivers ... 1st studies of Fukushima nuke disaster on wildlife found genetic damage, population declines, disrupted mechanisms that help organisms repair after radiation exposure ... Finland to cover 12M Euro - 30% - of cost of 10M liter/yr sawdust-to-ethanol plant ... N Carolina ethanol blend law upheld. Designed to expand blending opportunities ... DVO built its 1st next-gen anaerobic digester in California. Will get 55K gal of solid, liquid waste from nearby dairy of 2K head. Part of 55M gal/yr ethanol co-gen plant ... Market cap for European utilities down 50% in last 6 yrs ... Adams County in Colorado to be 1st US county to power its bldgs with privately developed community solar by Sun Share ... Mexico approved 220Mw of solar projects. 7 projects ... Sunpower (SPWR) starting rooftop solar leasing program in Melbourne ... Isagen (Colombia) plans wind, geothermal plants as part of 3Gw project pipeline ... 3 wind projects in Brazil - 79Mw total - OK'd to offer bonds. Last week Brazil OK'd tax-free bonds for ethanol makers ... Tractebel to buy 600Mw wind project in Brazil for up to $24M. In initial development phase ... United Photovoltaics to buy stake in 40Mw Inner Mongolia solar plant ... Siemens selected by Cal agency to electrify pilot section of road for el, hybrid trucks near Ports of LA, Long Beach. Starts next July ... New Jersey created US' 1st Energy Resilience Bank with Sandy disaster relief funds to help finance distributed power projects ... USDA offering $2M to help improve Lake Erie water quality.

TUESDAY OPEN ... Market up 56/9/5. Volume light. Dow back over top 50-day line. WTI ~$96, Brent over $101. Iceland preparing for volcano eruption - under glacier ... (stock #s in %) CABN up 81 with volume. WWPW, EWRL up 25. SSOL up 21. XSNX up 17 after reporting. MDDD up 17. ZNNMF up 11. SPWR up 1 with news .... WTWO down 33. GWBU down 26. WSGP down 25. ENSL down 17. SOPW down 16. KIOR down 11, new low. SCTY down 2 on downgrade.

MONDAY CLOSE ... Market up 175/43/16. Volume light. Naz new high. WTI over $96, Brent over $101. US natgas $3.81. Kurds took back Mosul dam with US airstrikes: report ... (stock #s in %) GWBU up 38. BSRC up 35. WSGP, XSNX up 31. CABN up 14. AMPD up 12 with volume. CSOL up 12. EVSI up 11. WEST up 10 with volume, news. HYSR, LEDS up 9 .... NORX down 36. BLQN down 33. WWPW down 26. LSCG down 18, new low. LMRMF down 16. XDSL, GERS down 14. AQNM down 11, new low.

ISIL/IS CONSOLIDATING POSITIONS AROUND BAGHDAD. They made series of attacks last week 40 miles south. Contingent of Iran Air Force stationed south of Baghdad helping Shiite forces defend capital. (Iraq can't defend itself despite all the US effort.) ... Ukraine forces entered Luhansk on Sunday, 1 of 2 remaining large cities held by separatists. Russia aid convoy still at border ... Ukraine parliament voted to allow Euro, US comps to lease up to 49% of natgas pipe, storage system. Helps stop new pipe project to bypass Ukraine. (Raises money.) Parliament also OK'd govt to impose sanctions on Russia persons/entities, other countries for supporting "terrorism" in Ukraine ... Russia report: natgas production of EU member states to decline 43% next 12 years vs. '13 levels ... Louisville fastest warming city in US ... Drought in Spain, areas of Central America ... Solar Systems canceled plans for 100Mw concentrated solar project in Australia. Cited termination of $70M conditional govt support, govt clean energy commitment ... $150/bl now required for new investment in oil sands, $115-127/bl for deepwater development off Angola, Brazil: report ... US natgas inventories 19% below normal for time of year ... Kurds say their largest oilfield will be producing 140Kb/d by Sept ... Libya says their oil production now up to 300Kb/d. But customers wary to sign up for deliveries over uncertainty to get them. Parts of Tripoli shelled by heavy artillery over weekend. Heavy fighting resumed in Benghazi. Foreign workers continue to leave ... Iran nuclear agreement increasingly unlikely before November ... China's '20 target for 60-80BCM shale gas production cut to 30BCM. '15 target of 6.5BCM. .2BCM produced in '13 ... Norway oil/NGL/condensate production up 8% in July from June to 1.93Mb/d. But down 3.5% year over year. (Normal depletion.) ... Brazil comp working with Rosneft to develop LNG project in Amazon basin. Est. 2.4B BOE reserves ... N Dakota officials considering requiring oil comps to stabilize crude before loading trains ... 3 Affiliated Tribes of N Dakota to start charging fees for NG flaring at wells ... 3Leg Resources (Britain) says efforts to bring Polish shale gas into production going "smoothly" ... EDF Energy shutting down 3 nuke plants in UK for safety investigations, joining a 4th plant already shut down ... DOE investing over $55M on 24 projects aimed at improving EVs ... Green Plains (GPRE) to buy back $100M of stock ... Fracking fluids more toxic than previously thought, admitted: study ... Hoosier Energy to buy 25Mw from 100Mw Illinois wind farm for 15 years. Owned by EDP Renewables ... Trina Solar to supply 82Mw for project in China ... Eco Energy World (UK) connected 5 UK solar farms to grid. 70Mw total. 9-15Mw each ... ABB to install Atlantis Resources onshore grid connect for 1st phase of 6Mw demo tidal power project in Scotland. Online in '16 ... Brazil to connect 30 wind farms to grid by Oct 31 ... Scotland launched 20M Pound local energy fund ... Jinko Solar profit up 182% in 2Q ... EPA refuses to reclassify areas that can't meet ozone standard ... Appeals court sided with FERC over NY town bid to stop NG project ... Wind power operator reducing output to limit bat deaths ... DOE sees US wind power gen capacity growing through '15. Uncertainty beyond that.

MONDAY OPEN ... Market up 151/31/13. Naz new high. Volume light. WTI over $96, Brent Over $101. Concerns eased over Ukraine, Iraq. Kurds took back most of Mosul dam ... (stock #s in %) BSRC up 35. CSOL up 31. MDDD up 20. UBRG up 18. XSNX up 16. BLDW up 12. CCTC up 10. WEST up 9 with volume, news. TSLA up 1, new high .... ASPW down 60, new low. CPWY down 19. AMEL, XDSL down 14. KIOR down 5, new low.

ISIL/IS CONTROLS 7 OIL FIELDS in Iraq, Syria. They now are attacking Alleppo in Syria. Kurds are trying to take back the Mosul dam but need bigger weapons to match ISIL/IS. ISIL/IS also allegedly massacred 80 or so more in Iraq who wouldn't convert to Islam. US air strikes continuing ... S Sudan $1.6B in arrears to intl oil comps as the war goes on ... Asia increased imports of Iran oil 25% in 1H14. China up 50% ... TESLA (TSLA) raised its warranty on S model to 8 years.

FRIDAY CLOSE ...Dow down 50, Naz up 11, SP flat. Volume slightly heavy on options Friday. Naz back to top. WTI over $97, Brent over $103. US natgas $3.78. EU warning Russia of more sanctions over today's Ukraine action ... (stock #s in %) WWPW up 24. CPWY up 23. AMPD up 20 with volume. SENY up 19. XDSL up 16. LYSDY up 15. EWRL up 13. CDXS, CNTO up 11. LMRMF up 11 with news. HIIT up 9 with volume, news .... WSGP down 42. NGLPF down 27. BFRE down 24. POLR down 20, back on bottom. JUHL down 19. XSNX down 18, new low with volume. PWDY down 16. CRGE down 14. PSON down 11. AWSL down 10, up 7x on year. KIOR down 7, new low.

ANTARCTIC MELTING MAY RAISE SEA LEVELS FASTER THAN THOUGHT: German researchers. Up to 14.6 inches this century if world GHG output continues to grow. UN: Antarctic melt contributed avg. 10% of sea rise '93-'10 ... 2/3 of global glacial melt caused by human activity: scientists ... Tibet's glaciers at warmest peak in last 2K years: China scientists ... Rosneft has asked Moscow for over $40B of help amid sanctions ... Exxon, Total ended oil search in S Sudan as war rages on ... Blackstone paying $1.2B for Shell's 50% stake in Haynesville Shale development in Louisiana. 107K acres ... Americans wary of higher utility spending for infrastructure upgrades: poll ... US '14 corn crop est. over 14B bushels. 172M bushels over '13 record. Est. over 5B to be used to make ethanol, co-products ... TEPCO running out of space at Fukushima to store water contaminated with radioactive materials ... Shunfeng Solar getting up to $3.3B 2-year credit agreement from China bank ... Triodos Renewables Fund bought stake in Belgium 20Mw solar projects portfolio from Silvius Sun. Rooftop solar on industrial, ag buildings ... Welspun (India) plans to invest $2.5B next 3 years in clean power. Most for solar projects ... Eurus Energy (Japan) bought 50% stake in 2 Italian wind projects. Total capacity 31Mw ... Atlantic (Brazil) OK'd to build 2 wind farms - 60Mw total - in Brazil ... Chile awarded 70 concessions for solar projects, 6 for wind projects. Developers plan $7B of investment ... Recom bringing solar module factory online in Italy ... Tractabel Energia plans to buy 600Mw wind project in Brazil ... Greenbriar bought 100Mw solar plant in Puerto Rico ... Hanergy bought Alta Devices (US solar developer) ... US appeals court upheld FERC regional grid planning rule ... EPA finalized power plant cooling water rule ... Ohio rolling out loans for cities, farmers to prevent algae growth in Lake Erie ... Queensland approved railway to coal port by Great Barrier Reef ... Miners rescued from flooded coal mine in China.

FRIDAY OPEN ... Dow down 71, Naz up 22, SP up 6. Volume heavy (options Friday). WTI over $96, Brent over $102. Ukraine forces tangling with armed Russian convoy. Economists raised 3Q US growth forecasts. US factory production up 1% ... (stock #s in %) ECAU up 27. SENY up 22. CPWY up 18. AMPD, CDXS up 10 .... NORX down 36. BFRE, ENSL down 24. AWSL down 23. CRGE down 14. DPSM down 11, new low. AXPW down 9 after reporting.

THURSDAY CLOSE ... Market up 61/18/8. Volume very light. WTI over $95, Brent ~102. US natgas $3.90. Maliki stepped down. Argentina defaulted on bonds no one can even find ... (stock #s in %) CGYV up 52. PWDY up 21. IFXY up 18. LEOM up 16. NGLPF up 13. NFEC up 11. CPWY, LMRMF up 10. BIOF up 7, new high. FCEL up 7 with volume. ENPH up 7, new high with volume, news. PEIX up 3, new high. GPRE flat, hit new high .... AEHI down 73. ECAU down 24. BSRC down 22. CABN, MDDD down 16. KIOR down 16, new low with volume, may be going bankrupt. XDSL down 14. GERS down 13. WWPW, MMMW down 12. LSCG down 10, new low. XSNX down 10, new low. AMLM down 10.

HUMAN ACTIVITY CAUSING RISE IN WATER VAPOR in atmosphere: scientists ... 2 months worth of rain in 2 hours on Long Island yesterday. Recent deluge in Detroit. And many more stories just this year ... Brazil to encourage domestic solar industry with cheaper loans ... Florida PSC OK'd FL Power & Light plan for $9/month voluntary fee for building up to 2.4Mw of solar power ... NRG Energy buying portable solar generator maker Goal Zero ... Tata completed 3Mw solar plant for fertilizer, chem plant in India ... ~30M homes in US suitable for rooftop solar ... ET Solar (China), Geenex closed finance, started on 30Mw solar project in N Carolina. Plan to sell it to Duke Energy. Online this year ... IEA '14 oil demand growth forecast now 1Mb/d - down 180Kb/d - on weaker econ growth. 1.3Mb/d growth forecast for '15. 2Q14 demand up annualized rate of 700Kb/d ... OPEC produced 300Kb/d more in July, much of it from Libya ... Loaded oil tanker left Libya ... Juhl Energy (JUHL) bought 3.2Mw wind farm in Iowa for $4M ... Germany's bank KfW financed more onshore wind in 1H14. Solar loans dropped. Loans to all clean/renewable development up 4.5% (over '13) to 2.3B Euros. Enviro, climate protection finance down 18% on year to 4.2B Euros ... Iberdrola started on $120M 66Mw wind project in Mexico. 33 Gamesa turbines. Mex comp co-developing ... Denmark OK'd 120Mw wind project in Aarhus Bay ... Fulcrum BioEnergy got over $30M in latest funding round. They convert muni solid waste into fuel ... Tidal Energy plans to raise 50M Pounds for 10Mw Welsh project ... Wave, tidal power costing more than forecast ... UK developer started on $5M 750Kw hydropower project in Scotland ... Sumitomo to add 2 geothermal units - 110Mw - at Indonesia power plant ... Grid Share launched fundraising platform for clean/ren projects.

THURSDAY OPEN ... Market up 35/7/4. Volume light. WTI over $96, Brent over $102. ECB enacted stimulus plan. Maliki abandoned by his party ... (stock #s in %) CPWY up 38. IFXY up 18. CRCL up 14. SENY up 12. BIOF up 6, new high. PEIX up 2, new high .... WTWO down 33. BLDW down 18. CBEH down 15. ENSL down 13. WWPW down 12. LSCG down 10, new low. XSNX down 10, new low. AMLM down 10.

WEDNESDAY CLOSE ... Market up 91/44/13. Light volume. WTI over $97, Brent over $104. Cisco cutting 6K jobs. Triclosan in Colgate toothpaste a carcinogen. (Giveth us a farkin health break. Amen.) US natgas $3.82. Brazil's Campos dead in air crash ... (stock #s in %) GPRC up 45 with volume. BFRE up 32. NORX up 28 off new low. CSIQ up 24 with volume, report. AMTX up 21. CABN up 20 with volume. HIIT up 18 with volume on news. ASTI up 18 on volume. FNVRF up 17. ASYS, CSGH up 14. AWSL, NGLPF up 11. AMPD up 10. BIOF up 9, new high. PEIX up 3, new high .... IFXY down 28. KIOR down 28, new low with volume. ECAU down 25 and done and fried. Play it if you want. PWDY, TMEN down 23. GWBU down 18. DPSM, CCTC down 16. CRCL down 15. CNTO, CERPQ down 14. BHWX down 10.

IRAN GETTING AROUND WEST SANCTIONS with natgas condensates exports. (Do we want them to have nuke weapon capability or not?) ... Historic rain, floods in Detroit ... US House Republicans urge end to wind power tax credits. (I thought they were on holiday. Yet they still want to stop cleaning air or keep climate stable. Go figure. Yep, I know, not just reporting news here. Comment too. Sorry if it sticks in your craw the wrong way.) ... China urging folks to walk, ride bikes to cut pollution. (I'm already there. Though sometimes ride in diesel bus or a friend's car.) ... China offshore wind investment failing to match expectations. Barely grown since Siemens opened turbine blade plant in China in '10 ... ~22% of world el production now clean/renewable: REN21. Up 8% in '13. 56% of new powergen installed in '13 - 1,560Gw. China, US, Brazil, Canada, Germany top 5. Excluding hydropower, China, US, Germany, Spain, Italy on top. 144 countries have clean/ren targets. 138 have support policies. Djibouti, Scotland, Tuvalu have 100% clean/ren by '20 targets. (I know, should have been headline story. But there's this goddam war going on in the Mideast skewing up everything.) ... Oil/gas well flaring now growing problem in Permian Basin. (Folks, this spews hydrogen sulfide toxics into the air besides methane which is how many times worse than CO2 for global warming, let alone the waste of the natgas. God help the fossil fuel industry people to do it right.) ... Kellogg to take stronger action against illegal palm oil. (Yay.) ... Former landfill now a microgrid to protect VT town from big grid failure. $10M ... Global warming climate change changes in food security for critters forces migration. (Including peoples.) ... Sequoias in California at risk from global warming climate change. Great Barrier Reef "highly threatened": reports ... Arctic permafrost lakes are long-term carbon sinks, not carbon sources: study ... Europe's green energy rules cost UK $156B. (Assumed time period: so far.) ... Repsol OK'd to drill offshore Canary Islands. (Is that where half the island could fall into Atlantic and wipe out coasts on both sides? Like the canary in the coal mine.) ... Court threw out EPA permit for California power plant. (All I got so far. Enviro win.) ... Oil spilled in ship wreck in Mississippi River (down near New Orleans I think) ... FERC ordered California utility to install power storage ... IEA shrank predictions for oil demand. (All I have so far.) ... Suniva began construction on 200Mw solar module factory in Mich. Their 2nd factory after 1st in Georgia. Up to 350 jobs with scale up ... Construction start on 36.4Mw hydropower plant in Iowa. $46M for generators, turbines. Can gen up to 55Mw depending on water. Online in '18 ... Falling biodiesel feedstock prices on bumper US soybean crop ... Corn use for ethanol in US likely to top 5B bushels. Higher ethanol demand, more exports, lower imports, rebuilding stocks after '13 drought. (I still hate use of food for fuel. How about you? Though corn, soy GMO'd anyway and unetable if you care for your health.) ... Well, onward and upward pards. Tally ho. Happy trails. Make peace and love.

WEDNESDAY OPEN ... Market up 84/41/13. Volume light. WTI under $97, Brent over $103. Iran joining US in backing Maliki replacement Abadi. Kurds on attack in N Iraq, refugees led to safety in Syria. Japan GDP shrank most since '11 quakenami ... (stock #s in %) GPRC up 31. LEOM up 19. CSIQ up 17 with volume after reporting. AMPD, BFRE, FNVRF up 17. HIIT up 15 on news, guidance. AMEL up 14. CABN up 13. AWSL, GERS up 11. ABAT, AMTX up 9. TSLA up 1, new high .... PWDY down 27. ENSL down 25. KIOR down 22, new low. POLR down 20. GWBU down 18. BLDW, CCTC down 17. DPSM down 15, new low. CERPQ, CNTO, NORX down 14. BHWX down 10. CREE down 8 with volume, new low after reporting.

TUESDAY CLOSE ... Market down 9/12/3. Volume very light. WTI over $97, Brent ~$103. US NG $3.99 ... (stock #s in %) AEHI up 50. GPRC up 43 with volume. GERS up 37. GWBU up 25. JUHL, CPWY up 20. CNTO up 17. CERPQ up 16. AMTX up 14 with volume. WWPW up 14. AMLM up 11, new high. BHWX up 11. ENZR, MXWL up 10 .... AMEL down 22. PTOS down 19. WSGP down 17. USEI, XSNX down 13. VSPC, CRCL, ACFN down 12. MDDD, NAMG, RGSE down 10. KNDI down 9. ASTI down 9, new low.

UKRAINE MAY RESTRICT RUSSIA NATGAS deliveries to Europe ... Keystone XL pipeline climate impact may be 4x more than State Dept claim: Stockholm Enviro Institute ... Toxic algae in Lake Erie likely to increase with global warming, climate change ... Increasing salt water in St John's River in Florida worries scientists ... Low water levels in Panama canal lakes from drought may limit shipping ... Gulf of Mexico oyster harvests down since BP spill ... Pesticide-resistant weeds taking over Midwest farms ... Kenya carbon credit system helping revitalize forests, protect wildlife ... $7.2B drought bond deal in California ... UK enviro group charges China's proposed self regulation won't stop their role in illegal logging around globe ... Poor installs, grid constraints, defective panels plague China's solar program ... Pittsburgh Airport sitting on enough shale gas to supply state of PA 1.5 years ... Kinder Morgan $44B deal to consolidate its oil/gas pipeline ops into 1 comp to help with growth ... 20 largest US oil/gas comps paying 11.7% in taxes on profits. Corp tax rate 35% ... TX regulators proposed rule on fracking waste wells, earthquakes ... KIOR needs capital to continue ops past Sept. $629M of losses since formed in '07 ... W Canada got its 1st E85 gas station ... US late model diesel cars designed to use B5 biodiesel. Blends over B20 have caused problems including engine failure. Warranties can be invalidated with high blends ... Canadian Solar (CSIQ) to supply 44Mw for 7 projects in N Carolina by Canada comp ... HSOL 50Mw solar supply deal for China's Baotou. Also, HSOL German unit completed 1st project in Portugal. 13.3Mw ... Trina Solar bought 50Mw project in UK from China comp. Online by yearend ... Vikram Solar (India) to build 1st floating solar plant on India lake. 15Kw pilot plant ... Yingli's Spain unit to supply 31.6Mw for Gestamp project in Japan ... Wind power to become Denmark's largest power source by yearend, supplying over 11.6Twh. Est. 20Twh by '30. Bioenergy to be fastest-growing power source in Denmark through '30 ... Nordex to supply 37.5Mw of turbines for Poland wind project. Online mid-15 ... China 3 Gorges to invest in EDP Brazil wind assets. Spending $2.7B on EDP wind farms, projects since '11 deal ... Global onshore wind market to be worth $900B by '20 ... India could add 10Gw wind/year: govt ... 2-comp JV OK'd to build 350Mw hydropower project in Philippines ... Mexico '14 clean/renewable power investment may exceed $2.4B. $1.3B in 1H14. Mexico, Central Am countries est. to install 1Gw wind this year. Est. 1.3Gw each in '15, '16. Clean power investment in Central Am ~$317M in 1H14, down from '13's $1B ... Tepco to spin off hydropower, other clean/ren assets ... Clean/ren power fueling growth in global steel manufacturing market.

TUESDAY OPEN ... Market down 21/5/-- . Volume light. WTI over $97, Brent over $103. US job openings highest since '01. Malaki blocking successor, deepening crisis. France urging Europe to arm Kurds. 100 US air missions/day against ISIS/ISIL/IS, humanitarian aid. Ukraine blocking Russia aid lacking Red Cross approval, US warns of invasion ... (stock #s in %) JUHL up 23. CPWY up 20. ECAU, UBRG up 18. NORX up 14. GPRC up 13. BFRE, SWET up 11 .... MDDD, PRHL, PTOS down 19. PWDY down 18. WSGP down 16. ENSL, RGSE down 10.

MONDAY CLOSE ... Market up 16/30/5. WTI over $97, Brent over $104. US NG $3.95. US to send 100 av missions/day over Iraq ... (stock #s in %) ECAU up 95 with volume. WSGP up 76 with volume. CPWY up 25. XSNX up 19. ZNNMF up 16. BHWX up 12 .... CSOL down 39. AMTX down 24, new low with volume. WWPW down 22. AMPD down 19, new low with volume. GERS down 18. GWBU, NORX down 12. DPSM down 11. ABAT down 10.

JAPAN IMPOSED HARSHER SANCTIONS ON RUSSIA last week. Freezing assets of 40 individuals, 2 comps. Also requiring approval for imports of products made in, shipped from Crimea ... Drastic GHG emissions pullback needed by '50 to limit global warming, climate change's worst impact: UN draft ... Iran, Russia signed $20B deal. 500Kb/d Iran oil for Russia equipment, goods. Violates interim treaty with Iran, bypasses dollar-based monetary system ... Exxon began drilling in Russia Arctic over weekend. Doesn't technically break sanctions ... Colo, Wyoming, Utah oilshale industry more likely to produce 500Kb/d at peak. About 1/3 of previous industry estimate ... 1/4 of India's coal power plants stocked with under 4 days of coal ... Germany, Italy, EU, China, France leading world in energy efficiency: ACEEE. Only Russia, Mexico, Brazil doing worse than US ... China dialed back shale gas production target for '20 by 1/2. Complex geo, high production costs ... State Dept seriously underestimated GHG impact of Keystone XL: study ... Eni made natgas, condensate discovery offshore Gabon. 500M BOE ... Gabon offshore oil exploration, production deals with Marathon, Noble ... Siemens to start road testing el truck highway ... Global air travel demand surpassing emissions reductions: study ... China provinces meeting '15 energy targets ... China, Brazil planning media strategy to change pollution image ... Statoil's Barents Sea Arctic exploration now no-go. But may come back later ... China crude imports up 2% in July v. June, down 9% v. '13 ... Several oil comps drilling in Kurdistan withdrawing workers ... Heavy fighting continues in Tripoli. Maybe 2 oil tankers got loaded in last week ... Petrobras output from "pre-salt" offshore over 500Kb/d. Near up 3x from '12 ... Shell's new deepwater Nigeria project expected to produce 40Kb/d at peak ... Oil of DR Congo (Israeli-owned) discovered ~3B bls oil in Congo ... Frackers expected to use near 95B lbs of sand this year, up near 30% yoy ... Egypt, Jordan. Iraq called off natgas pipeline from Iraq plans over violence, instability, insecurity ... N Ireland drilling comp target of bomb threats from groups opposed to fracking ... GDF Suez teaming with Cameron for proposed Louisiana LNG plant. Up to 12M tons LNG/yr export cap. $10B. Online '19 ... Marcellus NG production now over 15BCF/d. ~40% of US shale gas production. Marcellus was 2BCF/d in '10 ... 10.3BCF NG flared in ND in April ... Egypt plans parallel Suez canal to double capacity ... Over 58% of California in "exceptional" drought. State short over 1 year worth of reservoir water for time of year ... Novozymes enzymes give ethanol producers 6% more fuel from corn, uses 8% less energy in production. Working on 5% more fuel from corn ... Germany building running on algae fuel successful in 1st year. Producing more heat than expected. 15 apts with no heating bills ... Biofuels to have impact on world food prices, security as industry scales up: Stanford research. Poorest to be hurt most ... Hormel using bacon grease to power motorcycles. Costs ~$3.50/gal to make ... June US ethanol exports up 13% to 60M gal. Spain now importer. US June imports down 75% to 7.3M gal (most from Brazil) ... Kyrgyzstan may be facing energy crisis this winter. Uzbekistan stopped natgas deliveries over Gazprom contract dispute. Water reservoirs unusually low, cutting power supply to grid. And Kazakhstan not allowing Russia oil/fuel trains to reach Kyrgyzstan ... Global onshore wind market est. $900B in '20. $89B in '13 ... U of Washington researchers eliminating need for batts for portable electronics. "Wi-Fi Backscatter". Recycles ambient radio waves vs. generating their own ... Mexico '14 clean/renewable investment may beat $2.4B ... Yingli Spanish unit to supply 31.6Mw for Japan solar project ... Japan solar installs est. 12Gw this year from 7.1Gw in '13 ... Japan Bank for Intl Coop, Mizuho Bank among lenders of $621M for 210Mw UK offshore wind project. Due online in '15 ... Mitsui unit, Tokio Marine planning $75M fund for solar projects for institutional investors. 8 solar projects in Japan, 25Mw total ... Electrosul to spend $118M for 48Mw Brazil wind project ... HSN Nordbank to provide 112.5M euro for 108Mw French solar parks ... Vattenfall, Stadtnerke Minchen to invest 1.2B euro in offshore wind ... Clenergy got 40Mw Pakistan solar project ... DOI targeting parcels offshore N Carolina for wind development ... Oklahoma utility says EPA compliance to cost them $1.1B ... Defect shuttered 4 nuke reactors in UK.

MONDAY OPEN ... Market up 47/36/10. Naz back over 50-day lines. Volume light. WTI over $98, Brent over $105. Russia GDP growth down to .8%. Ukraine rejected cease-fire offer, demanded surrender, halted Russian convoy. Russia nuke bombers flying closer to US, Canada. US supplying Kurds with ammunition, continuing air strikes, humanitarian missions. Kurds took back 2 towns. UK ruled out Iraq air strikes, stepped up humanitarian aid. Opposition to Maliki strengthening, ISIS/ISIL/IS closer to Baghdad. Kerry pulled US support of Maliki. Erdogan won Turkey election. China loosened monetary conditions ... (stock #s in %) LSCG, ECAU up 10. KNDI up 8 after reporting. TSLA up 5 after upgrade. SCTY up 5. GPRE up 3, new high. FSLR, PEIX up 3 .... MDDD down 38. WWPW down 22. AMTX down 18. PWDY down 17. VSPC down 16. USEI down 13. GWBU down 12. DPSM down 10. ASTI down 3, new low.

FRIDAY CLOSE ... Market up 185/36/22. Volume somewhat light. WTI over $97, Brent over $104. US NG $3.96. Ebola a global emergency: WHO. Russia nuke bombers flying closer to US, Canada. (What the hell is that?!). Estonia food trucks halted at Russia border. Finland exporters in shock. US airlines barred from flying over Iraq. Ukraine threatening oil/gas cutoff ... (stock #s in %) CSOL up 60. BLQN up 36. SOPW up 31, new high with volume. WWPW up 27. MDDD up 25 on news. CABN up 25. GERS up 23 with volume. CCTC up 22. USEI up 15 with volume. PRHL up 15. PTOS, VSPC up 14. HIIT up 13. ABAT up 11 with volume. NGLPF up 10 with news. HYSR up 10. EFOI up 9, new high. QTMM up 8 .... GPRC down 34, new low with volume. RBCN down 21, new low with volume after reporting. ECAU down 20, new low with volume. ENSL down 16. CNTO, BHWX down 15. CERPQ down 14. GSFVF down 13, new low with volume. DPSM down 13, new low with volume. EVSI down 13. LIME down 12 with volume. GWBU down 11. PWDY down 10. SCTY down 7 with volume after reporting.

WORLD BANK $5B SUPPORT PACK announced for US-led Power Africa initiative for 6 countries. Africa has 100Gw power shortage. About 2/3 of Africans live without grid power. US has committed $7B. Kenya, Tanzania, Ethiopia, Ghana, Liberia, Nigeria the first ... Massive red tide in Gulf of Mex killing thousands of fish ... China's coastal econ boom on track to "burn out" its marine resources: study ... Spikes in sea level rise create more coastal damage than hurricanes: study ... Researchers forecast dramatic loss for UK forestry if conditions go unchanged ... On the better news side, US fire season quietest in at least a decade. (Tell that to west coast.) ... Judge struck down Ft Collins Colo fracking ban ... Chevron's lax oversight blamed in fatal PA gas well explosion ... Ohio driller got 28 months in prison, $25K fine for dumping fracking waste in Mahoning River tributary 33 times ... Canada blocking NAFTA probe of oil sands leaks ... California agency failed to collect $194M in fines from polluters: report ... Shunfeng buying 30% stake in Powin Energy - US energy storage comp - for $25M. Option to buy 30% more for $37.5M ... Cathay Pacific investing in Fulcrum Energy - US biofuel developer. Converts municipal solid waste into bio avfuel. Also $1B+ supply deal for initial 375M gal over 10 yrs. Groundbreak planned for 1st commercial plant this year ... U of Illinois: regulations needed for new energy crops before unleashing new invasive species ... US ethanol exports up 56% 1H14 to 1.6B liters ... USDA, EPA, DOE study: 2K biogas sites operating now in US. Over 11K more could be deployed ... Ukraine doubling taxes for private natgas producers. Oil sector also hit ... Frederick MD finalizing new tax credit for builders for energy efficiency. Break in property tax. 25% for LEED, 50% for silver or gold LEED, 75% for platinum LEED. But won't cover 5% extra cost for basic LEED building, let alone silver, gold, plat ... Glint Photonics developing solar panel to capture sunlight at different angles. Can concentrate light up to 500x more than current tech, cut cost up to half to 4 cents/Kwh. Got $2.2M DOE grant ... Duke Energy 2Q profit $609M, up 80% on year ... Solar City (SCTY) 47.7M 2Q loss ... TRIG bought 73.7M Pound solar portfolio ... 100Gw solar power gen capacity by '30 in Japan: industry est. 69Gw by '21 ... India scrapped land incentive for solar ... Wyoming approved would-be largest wind farm in N Am ... EPA's proposed GHG rule for power plants doesn't do enough to boost nuke power: nuke industry ... Tanaska to build 694Mw NG peak power plant in TX to op 1/3 of time ... Formaldehyde causes cancer: panel ... And, back to the good side, NOAA downgraded '14 hurricane outlook to "below normal" ... Happy weekend, happy trails, onward and upward, ciao, pards.

FRIDAY OPEN ... Dow up 58, Naz down 2, SP up 1. Volume slightly light. WTI over $97, Brent over $105. US airstrikes on IS in Iraq, humanitarian drops. Kurds defending Irbil. US consulate, troops in Irbil. China July exports up 14.5% over '13 ... (stock #s in %) BLQN up 36. WTWO up 33. NGLPF up 28. WWPW up 23. SOPW up 19, new high. AMLM up 15. XDSL up 14. PSIX up 13 on upgrade. HIIT up 12. TMEN up 10. EFOI up 9, new high .... RBCN down 22, new low with volume after downgrade. UBRG down 16. PSPW down 13. ECAU down 12. AMEL, GWBU down 11. ECTY down 10. LSCG down 4, new low with volume.

THURSDAY CLOSE ... Market down 75/20/10. Volume normal. WTI over $97, Brent over $105. US NG $3.86. US econ grows avg. 1.8% faster with Dem POTUS v. Repub: study. (Reagan the recent anomoly.) ... (stock #s in %) EFOI up 687 (I figure a reverse split but saw no news). LIME up 162 with volume. CBWP up 49. PWDY up 35. CERPQ up 27. ASPW up 21. UBRG up 20. TMEN up 19. PSPW up 15. ECAU up 13 with volume. NGLPF up 13. SOPW up 12, new high with volume. SUNE up 11 with volume after reporting. ABAT up 10 .... CCTC, WTWO down 25. GPRC down 23, new low with volume. CSOL, WSGP down 20. ELON down 19, new low with volume. GERS, WWPW down 18. USEI down 17. ENSL down 10, new low with volume. JUHL, LTBR down 10. HIIT down 9 after reporting. AMPD down 9. ASTI down 7, new low.

MERCURY LEVELS IN OCEANS tripled since Industrial Revolution: report ... Majority of Americans would support a carbon tax: new polls ... CO2 capture from air could be global warming climate change solution: Columbia U scientist ... China added 3.3Gw solar in 1H14. 2.3Gw utility-scale. Double 1H13. Now 23Gw total, near 7x of Australia (world's highest solar radiation per square meter) ... Beijing ordered official vehicles off roads to help clean sky ... Climate aid to Vanuatu cut ... California fighting illegal water use for cannabis. Also, cities hesitant to clamp down on water wasters. And water rights selling for record prices ... Prices for future delivery of natgas on Brit market down over 30% over past year. Balmy winter tamped demand. Delinkage from oil prices. New clean/renewable power helping. Gazprom took 15-20% price cut for natgas with Eni. Next step for similar cuts from Algeria, Libya ... US lags behind much of world in investing in Africa power development ... Oklahoma oil/gas drillers sued over quakes ... India to start building $8B grid upgrade this year to handle increasing clean power. German development bank lending $334M initially. Possibly up to $1B. India clean power gen to double by '22 to 72Gw ... Fire closed 115Kb/d Kansas oil refinery. Out for month ... Near 4% of world's oil production offline from conflict, Iran sanctions ... EIA: in year ended Mar '14, cash from ops of 127 top oil/gas comps $568M. Spent $110M more. (Obviously, still a money losing deal covered by cheap borrowing.) ... Hamburg setting out to become car-free in 20 years. (Ich bein ein Hamburger) (Excuse me Goiman.) ... Midwest farmland prices up 12.5% since '00. Partly from biofuels crops demand ... DOE helping 13 carbon capture, storage projects ... Russia consortium deal for up to $3B to develop Zimbabwe platinum mining, processing. Initial $500M ... Ebola outbreak threatens Nigeria oil production ... WV chemical storage tank site exploded. Leaking ... Brookings study: most cost efficient clean power: nuke ... Sunnova raised $110M to expand ops, customers. Raised $145M in June ... Contour Global buying 122.6Mw of wind power in Brazil for $79M ... NRG Energy splitting solar biz into 2 units ... Tidal Energy, Eco2 deployed 1st full-scale tidal device in Wales ... Fisker to resume car production in Finland after fixing bugs.

ISLAMIC STATE CAPTURED IRAQ'S LARGEST DAM near Mosul, 15 more villages. Kurds retreated. Hundreds of thousands of new refugees. (Next up may be northern oil fields or cut off of power, water to Shi'ite areas, Baghdad. UN, EU, US may be forced to engage.)

THURSDAY OPEN ... Dow down 4, Naz up 18, SP up 6. Volume light. WTI under $97, Brent under $105. (I think they'll be going up.) German industry output up less than forecast on Russia sanctions. Russia banned EU, US foods. ECB held rates steady ... (stock #s in %) LIME up 185 with volume. MDDD up 15. SUNE up 14 after reporting. ASYS up 8. XSNX up 6. SPWR up 5. SCTY up 4. TSLA up 2 .... BHWX, ENSL down 25. GPRC down 22, new low. USEI down 17. ELON down 15, new low. CCTC, NORX down 12. ASPW down 11.

WEDNESDAY CLOSE ... Market up 13/2/--. Volume slightly light. WTI under $97, Brent under $105. US natgas $3.93. Ukraine tightening noose around separatists. Russia banning US poultry imports. (G, ow, Vlad. Slow down, hotwheels.) ... (stock #s in %) IFXY up 66. USEI up 48. DPSM, CCTC up 25. CNTO, INIS up 21. ENSL up 17. ENPH up 14 with volume, news. (1 to watch.). NAMG up 14. BFRE, CBEH, SENY up 11. ABAT, CERPQ up 10. QTMM up 9. ITRI up 8 with volume after reporting. TSLA up 4. SCTY up 2 .... ONYX down 92 on 100 shares. (Looks done.). DSTI down 40. ECAU down 31, new low with volume. WSGP down 31. PWDY, BSRC down 30. TMEN down 23. MDDD down 20. CBWP down 19. UBRG down 16. CSGH down 15. PTOS, PSPW down 13. XDSL down 12. NORX down 11. AMEL down 10. HSOL down 6, new low with volume.

WHICH SPECIES WILL OUTLAST rising ocean acidity? Ongoing question challenging science. (Sure hope we (and kids and grandkids) can eat seafood up the road besides freshwater farm fish.) ... Great Salt Lake level at 50-year low ... Lack of snowfall in New Zealand. Warmest winter start since records began in 1909 ... S Dakotans building small dams in creeks, gullies to store storm runoff . Epic drought on/off 15 years ... US firefighting funds to run out by end of month ... Singapore passed law to fine comps for setting illegal fires in neighbor Indonesia ... Thailand boosted payments to cut down rubber trees, plant palm oil trees. Palm oil target up 25% ... China goal 13Gw solar installs this year ... UAE mandating compulsory military service, setting up national defense structure ... Marcellus shale production surge to record levels ... DOI rejected industry challenge to Utah oil/gas lease sale ... Houston residents asking EPA to crack down on refinery emissions ... Sunpower (SPWR) teaming with Volkswagen to market home solar, batt storage systems to hybrid, EV customers. System available early '15 ... US solar PV pipeline nearing 50Gw. (That's really a big number, pards. Thought of making it the lead headline.) ... REGI to invest $15M to bring 75M gal/yr biodiesel plant in Louisiana back online. To expand feedstock beyond animal fats. Paid est. $110M for plant, Syntroleum ... Global coal market oversupplied. Exports not slowing. China est. to hit peak coal use in '16, then decline. Thermal coal prices ~$70/ton. Metallurgical coal $120/ton. Peabody reducing met. coal production in Australia ~1.5M tons/yr ... MIT, King Fahd U scientists found method to make solar panel surfaces auto-clean themselves by actively controlling particles, fluids movement with magnetic fields. Micro bumps, ridges on surface impregnated with oil infused with tiny mag particles to draw contaminants off surface. Near-zero surface friction ... Mitsuuroko, partners completed 40Mw solar farm near Tokyo ... Solar thermal can compete in Chile power market: Abengoa ... DOI approved Next Era Energy's plan to switch 485Mw Calif solar project to PV from thermal ... Vivent Solar filed for IPO ... TVA lost $81M 2Q14. Also, judge approved $28M settlement for '08 TVA coal ash spill ... Mississippi Power converting 3 coal power plants to natgas. Sierra Club dropping lawsuits. MP also to install $660M SO2 scrubber at coal plant under construction. Also $15M grant to help low-income customers with insulation. energy-saving appliances. Also clean energy program to help business, homeowners install solar, other clean power. MP to reach 60% natgas power gen by '20 ... Municipal utilities most active clean/renewable power players in Norway ... IFC may back 128Mw Serbian wind project ... Algae comps want EPA to formally recognize their tech to use power plant CO2 emissions to grow algae for biofuel ... NRC approved higher cooling water temps at FL nuke plant ... Fuel cells lighting up S Africa village ... Boeing, S Africa Airways teaming on tobacco-sourced biofuel program ... Google offering $1M prize for improved power inverter ... Finally, Tesla (TSLA) to ship est. 35K cars in '14, $3.12B revs, deliveries up 55% over '13. 25% margin to grow to est. 28% by yearend. '14 profit est. $87M. US supercharger network near done. Europe, Asia sales est. double N Am by yearend. Limiting factor: batteries ... Happy trails, pards. Onward and upward. Tally ho. Make peace.

WEDNESDAY OPEN ... Market up 6/4/2. Volume slightly light. WTI over $97, Brent over $105. Gold back over $1,300. UK industrial production up less than forecast. Italy in recession. Russian troop buildup again on Ukraine border. ISIS (IS) genocide of northern Iraq Yezidis, Baghdad sending in air force ... (stock #s in %) ENPH up 21 after reporting. INIS up 21. USEI up 14. QTMM up 13 on news. CBEH, ITRI up 11. ABAT up 8. TSLA up 2 .... DSTI down 40 after yesterday's jump. BSRC down 30. TMEN down 23. BHWX down 20. BFRE down 15, new low. AMLM, MDDD down 11. HSOL down 4, new low.

TUESDAY CLOSE ... Market down 139/31/18. Volume light. Naz under 50-day lines. Dow hit 200-day lines. WTI over $97, Brent over $104. US NG $3.90. Poland warning of Russia invasion ... (stock #s in %) DSTI up 67. BSRC up 57. BOPO up 46. TMEN up 33. CABN up 30. BHWX, CBWP up 25. GWBU up 22. CSGH up 19. CBEH up 16. SOPW up 15 with volume, news. OESX, JUHL, ZNNMF up 15. LMRMF up 12. CCTC up 11. AMPD up 10 .... AMEL down 20. ASPW down 18. CRCL down 17. INIS down 16. BLQN down 15. PWDY down 14 with volume. BFRE down 13, new low with volume. MMMW down 12. PSON down 11. NTCXF, QTMM down 8.

US INSTALLED 619MW WIND POWER in 2Q14: AWEA ... US-China solar trade dispute putting 3Gw of US projects at risk ... Beijing to ban coal use by '20 ... China shipyards plan to take $10B in orders for new LNG tankers ... Colo governor made deal to keep 2 anti-fracking measures off ballot ... Army Engineers forced to disclose amount of pollutants its dams send into waterways. Agreed to seek permits for oil leaks ... Some of top 25 PR comps say they won't work with global warming, climate change deniers ... Southwest FL govts lack plans for rising sea levels, lag behind southeastern FL peers ... Tuvalu family won climate change appeal for New Zealand residency ... Africa will need all energy options, including coal: World Bank president ... Kurds asking US court to lift order on disputed oil tanker ... Areva closing its concentrated solar biz. Writing down $500M. ~100 solar jobs to be cut in US, India. 200 more US job cuts this year ... Siemens eyeing Mexico wind market. Mexico Senate approved legislation last month to help open its energy industry to private comps ... REGI 2Q revs $333M, down 13% over last year. Sold 11% more gal of biodiesel at lower cost. Gross profit $15.2M ... Valero bringing 110M gal/yr Indiana ethanol plant back online ... EPA extended RFS '13 deadline for 3rd time ... US southerners less likely to believe in global warming climate change, environmental link: poll ... NOAA released data showing "grim picture" for cod ... Scientists ruled out all causes for Gulf of Mex fish lesions except BP spill ... Judge tossed enviro lawsuit against TVA coal plant upgrade ... California relaunched PACE program to finance home energy, efficiency upgrades ... Reindeer blocked tunnel to LNG facility in Norway to escape unusual Arctic heat wave ... Major oil/gas comps taking on increasing share of debt to maintain drilling momentum: EIA ... Pacific Energy Solutions broke ground on $334M solar project for DOD, US Navy on Hawaii. To supply over 30Gwh power/yr ... Alpha says reducing stockpiles could prevent fall layoffs ... Spain's 3rd biggest bank financing 2 power projects in Colombia. 19.5Mw wind project on Atlantic coast, natgas plant ... PEGI unit bought 200Mw TX wind project to sell power to Wal Mart. Online by '16 ... Solar Power (71% owned by LDK) formed JV with Wircon to build UK solar projects. Initial 55Mw ... Japan may pull more approvals for solar projects behind schedule ... First Solar (FSLR) to build 45Mw in India. Contract to sell power for ~10.7 cents/Kwh. Online in '15 ... Uruguay seeks $100M from central bank for 140Mw wind project. $300M total cost ... Spain's subsidy cap to impact wind power most ... Sri Lanka to launch RFP for $440M grid upgrade, wind and hydro projects.

TUESDAY OPEN ... Market down 36/7/6. Volume light. WTI over $97, Brent over $104. US factory orders up 1.1% in June. US services sector growing fastest since '05 ... (stock #s in %) ECAU up 23. CCTC up 22. CABN up 20. SOPW up 15, new high on news. LEOM up 10. NAMG up 9 .... WWPW down 22. USEI down 14. AMSC down 12 with volume after reporting. MDDD down 10.

INSURGENTS BLEW UP main Yemen oil export pipeline last week. 70-110Kb/d capacity. Yemen exports down 40% Jan to May vs. last year ... Rosneft closed deal to buy Venezuela, Russian assets from 8 oil services comps. Also signed deal for offshore Venezuela projects. (Might be that $4.4B deal outside sanctions.) ... Musk chose S TX for Space X port ... New oil pipes expected to open next 2 months to bring more Canada oil to US Gulf coast ... Possible treaty between Israel, Egypt, Jordan, Sauds, others against Shia, Sunni extremists ... EU spends avg. $1B/d on energy imports ... Algeria LNG exports in decline from lagging foreign investment ... Nigeria LNG losing global market share from lack of investment ... Up to 1.6B bls oil offshore Ireland in limbo from lack of investment partners ... China corruption probe stretching into Canada oil sands projects ... CO2 well injection produces ~280Kb/d in US: EIA ... Seismic oil field surveyor cutting back in Norway, Nigeria, Venezuela ... Protesters arrested at site of 1st tar sands mining ops in US (Utah). Possible spike in local infant deaths from increase in oil/gas ops emissions ... Freeport LNG Development cleared for exporting 1.8BCF/d ... Japan spent 57% more on fossil fuels in year ended Mar 31 vs. '11. Fossil now ~88% Japan's power output. 60% before Fukushima. 4 nukes could be operating by yearend.

MONDAY CLOSE ... Market up 75/31/13. Volume light. Naz stayed above 50-day lines. WTI over $98, Brent over $105. US NG $3.84. US borrowing least in 7 years ... (stock #s in %) AEHI up 33. LEOM up 25. WSGP up 23. CRCL up 20. LEXG, MDDD up 16. XSNX up 15. XDSL up 14. MKBY up 13. MMMW up 12. CBEH up 10. TSLA up 2. GPRE up 2, new high. AMLM up 2, new high .... ECAU down 31, new low with volume. PSPW down 30. PTOS down 29. CBWP down 26. PWDY down 22. CSGH down 21. GWBU down 18. AXPW, CNTO, GERS, ZNNMF down 13. KIOR down 12, new low. AMEL, NFEC down 11. AQNM down 10, new low. LTBR down 10. HSOL down 9, new low with volume.

ISIS, KURDS BATTLING OVER IRAQ'S biggest hydrodam near Mosul. Still in govt hands. Kurds also preparing to retake Syria border post, nearby towns. In recent days, ISIS seized control of 2 Kurd oil fields (30Kb/d total), Kurd towns. Baghdad also still controls hydrodam in Anbar ... Atlantic ocean warming (from global warming) cause of host of climate shifts in last 2 decades: study. Strengthening Pacific trade winds; sea levels, sea surface cooling in E Pacific; ocean current patterns, Cal drought intensity among results. Also, Indian Ocean warmed more than the other oceans last 20 yrs. When pressure difference between Atlantic, Pacific basins ends, researchers expect sudden acceleration of global avg ocean surface temps ... Cal broke state record for worst drought ever. Could run out of water in 2 years. (Got a couple inches in south last 24 hours, caused mudslides.) ... Europe on pace for warmest summer since '06: experts ... Wildfire smoke may be worse for climate than previously thought ... Dozen US states filed suit vs. EPA over power plant carbon emissions rule ... NM State U researchers patented method to convert wet algae biomass directly into crude biodiesel. DOE, DOD funded research. (Tell Toledo OH.) ... TX power industry split over $600M powerline project intended online in '18 ... Rosneft $4.25B deal despite sanctions. (Should be more on it later.) ... San Onofre nuke decommissioning to cost $4.4B ... Nigeria, Shell failing to clean up Niger delta: report ... Clean/renewable heating, cooling now part of Massachusetts RPS after gov signs ... Siemens $25B finance arm to promote nascent clean/ren techs ... GEVO sees MN biofuels plant breakeven this year. Hope for 1M gal/yr isobutanol production by yearend. 3M gal in '15. Also makes 18M gal/yr of ethanol ... Sharp shifting focus to energy storage systems using lithium-ion batteries ... Stanford prof says Cal can exit fossil fuels by '50, create 220K jobs in process ... Murphy US added E15, E85, biodiesel to 4 gas stations in Iowa ... Renewable Algal Energy (Swiss) says 4Q14 target date for their 1st commercial algaefuel production ... Velocys' 4-company JV to build 1st commercial gas-to-liquids plant in Okla. Online in '16 ... More oil comps abandoning Arctic drilling plans, letting leases expire ... Coral damage from BP Gulf of Mex spill worse than thought ... Westinghouse to build nuke reactor in Bulgaria to expand plant that ops 2 Russia-designed reactors. ~$5B ... Iran to supply el to 1K villages in Sri Lanka. $110M. 400 villages already done. Iran also implementing 70 water, power projects - $3.8B worth - in other countries. Also exported over 3.2Gwh of el to neighbors in March-June, up 12.4% over last year ... Alaska Energy Authority approved $20M loan for 5Mw hydropower plant. Online '16. Total cost $28M ... Bolivia expects at least 163Mw clean/ren power capacity within 10 yrs. 1st wind farm online this year - 3Mw ... Boralex (Canada) bought 14Mw wind project in France. $34M to complete ... Fotowatio closed finance on 70Mw solar project in Australia. $95M Australia govt grant. 1st large scale project in Australia to use mechanical trackers ... Sumitomo Mitsui offering loans for solar projects under 2Mw in Japan ... Asia Development Bank, 2 comps to set up private equity venture in Asia to fund projects. Initial $400M. To invest in clean/ren power, water, climate-related biz ... India plans up to 20Gw of solar parks ... India property developer plans 100Mw solar capacity by '19. $148M. 1st 24Mw this year ... Philly biofuel comp plans $400M biodiesel plant in Ohio. 120M gal/yr cap ... Suzlon may return to profit in 4Q, pay down near 1B euro debt ... First Solar (FSLR) to build 52.5Mw plant in Jordan.

MONDAY OPEN ... Dow down 24, Naz up 14, SP up 3. Volume light. WTI over $98, Brent over $105. Armenia-Azerbaijan clashes ... (stock #s in %) LEOM up 50. WSGP up 37. LEXG up 13. GPRE up 1, new high. PEIX up 1, new high .... AMLM down 23. GERS down 20. AMEL down 18. EVSI down 15. CBWP down 11. CGYV, MDDD, USEI down 10. LSCG down 5, new low.

MASSIVE LIBYA OIL DEPOT SET ON FIRE by militia earlier this week ... ISIS moving toward Baghdad from South in pincer move ... Story now the tanker with Kurd oil too far offshore TX for jurisdiction. Still looking for buyer ... Most experts agree Russia oil production to peak in '18-'19. Especially without Western tech help with fracking, Arctic offshore drilling ... Bulgaria unrest coming up over energy, banking ... Energy workers strike threat in Argentina to hold back shale development ... Tesla (TSLA) broke ground for battery gigafactory near Reno, NV. Still reviewing sites in Cal, TX, AZ NM ... Sunpower (SPWR) planning new 700Mw panel factory on swelling demand. Online '17. 350Mw plant to start up in '15. 5-yr plan to double market share ... Reportedly a tanker with $40M of US oil bound for S. Korea ... Penn appeals court affirmed rights of municipalities to regulate locations of oil/gas development. State regulators can be required to notify public water suppliers but not private water well owners of drilling-related spills. Also upheld law's limits on what doctors can disclose about proprietary fracking chems, endorsed public utility's ability to use eminent domain for natgas storage facilities ... Shell made major oil discovery in E Gulf of Mex deepwater. 100M BOE ... Venezuela considering sale of Citgo. $10-15B. 750Kb/d refining capacity at 3 refineries, 48 storage facilities, 3 pipelines, stakes in 6 other pipelines ... AZ Public Service requesting permission to own rooftop solar systems, rent roofs. 20Mw on ~3K homes. To pay $30/mo for roofs. They now charge homeowners with solar systems 70 cents/Kwh - ~$5/mo ... Bakersfield, Cal hotel reducing cooling costs 37-44% with solar carport, energy efficiency measures. 102Kw. Installed by REC Solar. 8-yr payback.

FRIDAY CLOSE ... Market down 69/17/5. Volume a little heavy. Naz fell below 50-day lines. WTI over $97, Brent over $104. US NG $3.82. Greece bond ratings raised 2 levels by Moody's ... (stock #s in %) PSPW up 52. AMEL up 50. PWDY up 48, new high with volume. WSGP up 33. GWBU up 31. CSOL up 30. AMLM up 17. CNTO up 16. PRHL up 15. SENY, LEOM up 11. TSLA up 4 .... NGLPF down 33. CABN down 31, new low with volume. MDDD down 28. CGYV down 27. JUHL down 17 with news. SRWRF down 16. ASPW down 15. CCTC down 14. XSNX, BLQN down 13. XDSL down 12. MXWL down 10 after reporting. DPSM down 10.

HUMANITY'S CHOICE IN 25 YEARS may be between conventional energy and drinking water: studies. Power utilities don't realize - or even record - how much water they use ... $1.60/gallon gasoline tax could help prevent "grim" future: IMF chief ... Russia banned imports of most of Poland's fruit, vegetables ostensibly in retaliation for sanctions ... LNK (backed by US investors) added 5th biogas power plant to 4 already operating in Ukraine ... Lithium battery market for light duty vehicles to grow from $9.6B in '12 to $26B in '20. Lithium-ion batts need graphite, nickel, cobalt, lithium. Current global graphite demand for batteries 83K tons/yr. Growing 20-30%/yr. Tesla's gigafactory will need 93K tons/yr ... Apple expected to sign on to gigafactory team ... China controls near 80% of graphite market. Exports only small portion. Exports taxed heavily ... Graphite dust a big enviro problem. A reason Musk decided to source graphite from N America. One Canada comp sitting on 730K tons of the right kind of graphite. $2.2B worth. A 67-cent stock. (I know, I'm trying to find it too without paying heavy cost for investment service. Good luck.) ... Musk: EV price parity with gasoline-powered cars within 10 yrs ... Scientists say SIberian holes may be caused by methane eruptions. May be connected to global warming climate change ... Suntech to provide 7.5Mw off-grid solar power for rural school, villages in Malaysia ... Vestas to supply 53Mw of wind turbines for Allianz project in Sweden. Online by '16 ... U of TX Austin installed 2 solar-powered charging stations for electronics, el bikes. Battery backup. Cost ~$60K each ... Japan life insurance comp to loan $9.7M for 8Mw solar project in Fukushima ... Inter-American Development Bank to loan $66M for 64.8Mw solar project in Uruguay ... Energia dos Ventos to build 109Mw wind farm in Brazil ... Edison, EDF EN, F2i launched 600Mw clean/renewable energy group ... Hareon Solar plans 100Mw Dubai solar JV ... Alpha to close some WV coal mines. Layoff warnings to 1K workers ... Enviros suing EPA over resetting deadlines for soot curbs ... FWS banning GMO feed, bee-killing chemicals nationwide ... Greenpeace ship leaving Russia ... Western governors oppose new Pacific offshore oil/gas drilling.

FRIDAY OPEN ... Market down 55/11/1. Volume slightly light. 209K new US jobs July. US manufacturing up fastest in 3 yrs. China manufacturing at 2-yr high. UK manufacturing up slowest in year. Italy manufacturing at 8-month low. WTI over $97, Brent over $105 ... (stock #s in %) CSOL up 90. CERPQ up 48. SENY up 17. AMEL up 16. LEOM up 11 .... ENSL down 18. JUHL, ASPW down 15. CBEH down 14. BLQN down 13. XDSL down 12. DPSM down 11, new low. ECAU, SPIR, NORX down 11. WPRT down 10. GEVO down 7, new low. TERP down 2, new low. AEIS down 1, new low.