TUESDAY CLOSE .... Market down 28/12/5. Naz volume a little heavy. 50-day lines on the line. WTI down under $92, Brent over $94. US natgas $4.13. US dollar 4-year high. Ruble record low .... US loosened civilian death policy for Syria, Iraq. (Women, children killed by Tomahawk. Not good.) Kurd forces captured border crossing, several villages from ISIS, attacking ISIS on 3 fronts. Iraq forces retook 16 villages from ISIS .... (stock #s in %) PWDY up 150. DSTI up 37. NGLPF up 36. SSOL up 23. BSRC up 22. CABN up 22 with volume, news. XSNX up 20 with volume, news. NENE up 20 with volume, news. XDSL up 16 with news. RGSE up 14 with volume, news. EVSI, MDDD up 13. EFOI up 12 with news. MMMW up 11. ASTI up 10 with volume. CDXS, PSPW up 10. GEVO up 7 after hitting new low with news. VOIL up 2, new high with volume .... AEHI down 60. IFXY down 25, new low. LEXG down 22, new low with volume, news. AMPD, LMRMF, CCTC down 13. JUHL, USEI down 10. ALTI down 6, new low.

CLIMATE CHANGE BIGGEST RISK TO GLOBAL ECON: Paulson .... Global warming climate change causing massive craters in Siberia, methane releases: report .... 5 groups of researchers concluded last year's extreme heat waves around world linked to global warming climate change .... Changes in oceans around Antarctica could result in abrupt rise in global sea level: study .... Brazil's largest city in 9-month drought. Slowing national econ .... Water rationing in California. 50 gal/person/day or $500 fine .... GHG emissions from US power plants up slightly in '13: report .... Cal banned single-use plastic bags .... 33% of US children attend school near high-risk chem plants: report .... Aral Sea - once world's 4th largest fresh water lake - almost completely dry. Soviet irrigation project in '60s drained 2 feeder rivers. Fertilizer, pesticides pollution in remaining water, dry basin (that blows around region) .... NYC to spend $28M for 6Mw solar on 24 schools. $5M from state grants. NYC goal to develop 100Mw solar on public bldgs, 250Mw on private property in next 10 years .... Changes in Earth's rotation rate (milliseconds) tend to precede increase in global volcanic activity: study .... TX LNG import terminal idled for 3 years. Built by Qatar Petroleum, Exxon, Conoco. Now requesting OK to export LNG. $10B more cost. Conoco bowed out. Could export 2BCF/d .... World's 1st coal power plant carbon capture project set for startup this week .... UK may have more onshore wind power than needed to meet EU targets .... New power market starting this week to integrate clean power into grid in 7 US west states .... Illinois to consider $1.8B wind power transmission project .... Solar installs up 5x in recent years at US K-12 schools. 3,727 systems. Near 490Mw. Savings $77.8M/yr .... In '13, Cal was forced to curtail over 19Gwh of pre-purchased clean power in order to run its inflexible baseload sources .... Brazil OK'd operation of 1st 123Mw of 373Mw hydropower project. Full ops expected in 3 months. Alstom turbines, generators .... API: Clean Air Act prohibits EPA from increasing biodiesel mandate for '14 .... Romanian comp fined $70M by Romania for importing US biodiesel via Canada .... Argentina boosted ethanol blend to 10% by Dec. 7% now. .5% monthly increases. Their industry could provide up to 12% .... All Earth, Claire Solar completed 2.2Mw solar project in VT. JA Solar modules. Dual-axis tracking .... Sun Edison plans to launch 2nd yieldco to invest in Africa, Asia (not Japan) clean power assets .... Pattern Energy got 20-yr PPA for 100Mw Ontario wind project. Building with Samsung unit. Pattern also got 22-year PPA for 70% of Chile 104Mw solar project .... Impax, another bank to fund $134M for 51Mw Finland wind project. Impax also bought 27Mw Finland wind project .... China overhauled tax regime for coal producers. Starts Dec 1 .... TX Tech Energy Dept awarded researchers $1.4M to create prototype of more efficient wind plant .... Toshiba, Mitsui, 6 partners completed 56Mw solar/wind project in Japan. 50Mw solar, 6Mw wind .... Brazil power utility Celesc seeks partners for clean/renewable power projects .... Brazil study shows 30 ethanol mills near bankruptcy .... Bright Source, Abengoa axed 500Mw solar park. Failed to meet standards .... Ciel et Terre installed UK's 1st floating solar project .... Vestas 79Mw wind turbine order from Sweden .... FERC approved Maryland LNG export project. Enviros may sue .... Fed agencies, eBay pledged 20% cut in data center power use .... Major investment in offshore wind could tame hurricanes: study .... DOE pushing loan guarantees to underwrite nuke power innovation .... Pennsylvania DOT to seek private partner to supply buses with natgas .... New Calif law aims to keep food, yard waste out of landfills. (Makes great compost.) .... Albania got $150M loan to improve their grid .... Tesla passed 200 supercharger sites. 60% in US .... World wildlife population dropped over 50% last 40 years: WWF .... Onward and upward, pards.

TUESDAY OPEN ... Market up 35/8/1. 50-day lines holding. Volume normal. WTI over $93, Brent over $96. UK GDP up .9% .... ISIS, Kurds still battling over Syria border town. Turk troops heading to Syria border .... Battles flaring in Ukraine. Ukraine nationals tore down Lenin statue in 2nd largest city .... (stock #s in %) CABN up 28 with volume, news. SSOL up 23. XSNX up 21 with volume, news. MMMW up 19. NENE up 16 with news. XDSL up 16. EFOI up 11. BSRC up 11 with news. PSPW up 10. ALTI up 9. VOIL up 1, new high .... BLDW down 15 with update. LEXG down 11 with news. INIS down 11. ABAT, AMLM down 10. LYSDY down 6, new low.

UN DECLARATION CALLING FOR GLOBAL CARBON PRICE. Signed by 74 countries, over 1K comps. But not US. China, Shell, but not US .... EU's energy chief says emission targets should be subject to '15 summit .... Wyoming bouncing back from long drought .... Climate effects of "black carbon" (soot) exaggerated: study. (O, and the effects on human health?!) .... Historic California drought linked to global warming: study .... EPA approved permits for ADM underground injection, storage of CO2 from ethanol plant .... Missouri, other states developing plans to shape energy futures outside EPA regs .... Statoil put Alberta oil sands development - 140Kb/d - on hold .... German scientists broke thin-film PV solar cell record. 21.7% efficiency. Beat 21%. CIGS cells. 23% possible with single junction .... World Bank: Russia on brink of recession .... Iran clerics asking faithful to pray for rain .... US natgas reserves 13% below normal .... Ukraine to pay Gazprom ~$3.1B of $5.3B owed. Gaz will resume gas flow when $2B paid .... Saud's newest oil refinery reached full cap - 400Kb/d - last month. Europe refineries can't compete with new refineries .... Sudan forces pushing toward S Sudan oil fields .... ONEOK to invest $480-680M through '16 to expand natgas processing cap, infra in Bakken, Niobrara .... US GHG emissions rising again after several years of gradual decline .... Study found treated fracking wastewater still too toxic (halides), highly radioactive .... Clearwater Florida to convert all streetlights to LEDs .... Brazil study: 30 ethanol mills near bankruptcy .... Uruguay's state-run utility to build 70Mw wind farm .... PSEG to spend $247M through '16 on solar power .... Solar may become largest global power source by '50 .... Toshiba working with Ethiopian El Power on geothermal projects .... GE, Toyo, Kuni Umito got 90B yen loan for solar plant .... Over $3B placed last week in green bonds.

MONDAY OPEN ... Market down 44/8/8. Volume normal. WTI over $93, Brent over $96. Economists slashed US 3Q GDP forecast. Hong Kong democracy protests. Ruble down to near intervention level. Obama: US misjudged ISIS threat, Iraq army. Chicago air traffic center sabotage keeping flights cancelled .... (stock #s in %) CGYV up 30. CCTC up 26. AQNM up 25. LMRMF up 15. LEOM up 13 with news. CSOL up 11. VSPC up 10. RBCN up 4 after hitting new low .... NORX down 33, new low. LYSDY down 28, new low. CNTO down 24. ENSL down 17. AMPD, BFRE down 13. EVSI, KIOR down 11. GEVO down 4, new low.

RUSSIA CALLING FOR "RESET 2.0" WITH US ....Ukraine backed off from EU-backed Russia natgas deal .... Chechan militants outnumber other foreign fighters In ISIS. Over 15K from 80 countries .... Brit warplanes returned from Iraq without dropping bombs .... Turkey wants secure zone in Syria .... Khorasan under US surveil for 2 yrs .... ISIS shelling Syrian Kurd town, defying airstrikes .... Blast in Kabul day before presidential inauguration. Afghans fearing Taliban return .... Australia to bring 62M tons/yr of LNG export capacity online by '18. 22.2M now .... Spot uranium trading ~$36/lb. Riding bottom 4 yrs. US bought 20% of its U from Russia in '13. Europe 36%. US utilities bought 57M lbs in '13. '14 to end with 13.2M lb glut .... Libra Energia (Peru) to get $67M loan from Inter-Am Development Bank for wind power. 32Mw wind farm, 97Mw wind project online in '15 .... Voltalia (France) started up Brazil wind farm. 3Mw now, 90Mw by yearend. Acciona turbines. $128M loan from Brazil Development Bank. Also building 108Mw wind project online 2H15, 93Mw project online 1H16 .... Germany, France each announced $1B for UN Green Climate Fund .... China to reduce carbon emissions (per GDP unit) 45% by '20 from '05 .... Intl Development Finance Club on track to increase climate finance to $100B/yr by '16 .... Coalition of institutional investors coordinated by CDP committed to decarb $100B of investments by '16. To measure, disclose carbon footprint of $500B of investments, fully decarb by '20 .... 3 big pension funds to grow low-carbon assets to over $31B by '20 .... Barclays new $1B green bonds fund. ACTIAM to invest $1B in green bonds by '16. Zurich Insurance Group $2B .... 2 insurance industry associations says industry investment to double clean power investment to $84B by '16, $420B by '20 .... Other investor groups with $24T of assets ready to invest in clean power .... Integrated molten salt nuke reactor should demo lowest lifetime cost of any known power tech .... Doubling of CO2 in atmos from pre-industrial levels won't produce as much global warming as some previous estimates: study. 2.4*F vs. IPCC est. of 3.2* .... Happy Sunday, pards. Onward and upward.

FRIDAY CLOSE ... Market up 167/45/16. Volume a little light. Indeces back above 50-day lines. WTI over $93, Brent $97. US natgas $3.98 .... ~600 US soldiers with tanks headed to Poland, Baltics. Russia threatening EU natgas cutoff over Ukraine. EU rejected Putin demand for Ukraine deal changes. Exxon back to work on Russia Arctic oil well despite sanctions. Vast pool of oil found .... UK, Belgium, Denmark joined coalition against ISIS, UK airstrikes in Iraq .... Dozens of Cal earthquakes called "volcanic unrest" .... Venezuela seized Clorox factories .... (stock #s in %) WTWO up 100. WSGP up 42. MDDD up 25. CSGH up 24. CBWP up 23, new high. NORX up 20. CCTC up 18. AMPD up 15. CABN, KIOR up 14. QTWW up 12. LEXG up 10 with volume. RVLT up 4 after hitting new low. VOIL up 3, new high .... PWDY down 40, new low. IFXY down 23, new low. BLDW down 21. ALTI down 20, new low with volume. UBRG, USEI down 16. DPSM down 13, new low. AWSL down 12. RBCN down 4, new low. GEVO down 2, new low.

ISIS OVERRAN IRAQ ARMY BASE NEAR BAGHDAD. Executed 300 soldiers: report .... TGIF .... UK joined coalition vs. ISIS .... Turkey to take more active role vs. ISIS .... Russia mulling law to seize foreign assets .... Iran nuke talks "faltering" amid no progress .... Worker at Oklahoma food processing plant allegedly beheaded by fellow worker who then was moving on to another worker before being subdued .... 6.2 Alaska quake .... Up to 67Gw of solar power could be installed in US Midwest at prices competitive with utility retail rates without subsidies by '22 .... JASO Solar (JASO) cells now 20% efficient .... Sunpower (SPWR) to build 16Mw plant at U Cal Davis .... Ontario upgraded incentives for comps to replace energy guzzling equipment .... Cameron supports future shutdown of existing UK coal power plants .... Microsoft's in-house carbon fee helps reduce footprint .... Christie vows to shun carbon trading. (Um, I wonder who's financing him.) .... API issued crude-by-rail guidelines .... Low income smart meter plan in TX .... Vecoplan opened world's largest R&D facility in Germany for mechanical recycling techs .... Southwest Air contracting Red Rock Biofuels for 3M gal/yr bio jet fuel. Forest residue feedstock .... Maverick Synfuels intro'd small-scale modular methane-to-methanol plant. Can be located at methane source .... Brazil to increase biodiesel blend to 7% Nov 1. From 6%. Also raising ethanol blend to 27.5% from 25% .... Ethanol production margins down to $.15/gal from $.50 month ago .... Statoil, partners made natgas discovery in Barents Sea. 30-120M bls recoverable oil equivalent. "Non commercial" .... Siemens entering oil field services biz with $7.6B buy of Dresser-Rand .... DOE spending $2M to explore ways to build taller wind turbine towers to capture more wind .... Minnesota eyeing solar arrays along highways .... GAO updated projected coal power plant closures because of proposed EPA rule. ~13% of coal gen cap already retired since '12 or planned for retirement by '25,. WV, OH, PA 38% planned closures .... NuGen Capital completed over 10Mw of solar projects (4) in Mass. BYD panels .... Ukraine approved 1st delivery of nuke power plant fuel from Westinghouse .... Solar City (SCTY), Next Era Energy among largest winners in NY $94M solar grant awards. NY helping to fund 142 sites. Will increase state's solar cap 68%. $375M private investment for over 214Mw. 24 NYC public schools to get solar. Last year for awards .... Scotland approved 60Mw Banks Renewables wind farm. 4Mw turbines .... CalSTRS mulling $3.7B investment in clean power .... Nordic Investment Bank issued $500M green bond .... SCE $50M battery power storage project .... Arkansas Republican candidate: GOP Senate would block EPA rules. (Remember, Republicans, Nixon started EPA.) .... Water discovered on Neptune-sized planet 124 light years away .... Most of Earth's water older than sun: research .... Nebraska US representative: Keystone XL pipe will be built after we change presidents .... NPS approved plan to shoot deer at 3 civil war battlefields. (South or North?) .... Sweatpants full of turtles betrayed smuggler .... Alaska officials tested 2 Bering Sea seals covered in "dark, oily" substance .... EPA approved carbon injection permit for Illinois ethanol project .... Climate change growing priority at Homeland Security: official .... California tightened restrictions for grape, almond pesticide .... Mass killing of llama-like guamaco on Tierra del Fuego .... Onward and upward, pards.

FRIDAY OPEN ... Market up 69/21/8. Volume normal, all indices moving back toward 50-day lines. WTI ~$93, Brent over $96. US GDP up 4.6% in 2Q .... Russia, Ukraine prelim agreement on interim natgas price. Ukraine pushing for NATO partnership .... (stock #s in %) WTWO up 100. CSGH up 27. KIOR up 24. CBWP up 23, new high. MDDD up 23. XDSL up 16. CABN, ECAU up 14. GSFVF up 11. LMRMF, ZAAP up 10. RVLT up 3 after hitting new low. VOIL up 3, new high .... PWDY down 33. DPSM down 24, new low. NAMG down 13. USEI down 12. SPIR down 10. ALTI down 6, new low. CCTC down 4. new low.

THURSDAY CLOSE ... Market down 264/88/32. WTI over $92, Brent over $97. US natgas $3.98. Rain helping control King fire in Calif. ISIS plans subway attacks in US, France: Iraq PM. Saud pilots who flew ISIS airstrikes got online death threats. Rouhani: extremists want to destroy civilization. Also said nuke deal to allow cooperation on extremism. Moslem scholars open letter to ISIS: What the F*?!) .... Syria army took key rebel-held town near Damascus .... Iraq Sunnis skeptical over war on ISIS. Palestinian factions agree on joint Gaza rule .... Obama urging countries, biz to boost Ebola response .... Drones should drop medicine .... PWDY up 60. LEXG up 42. IFXY up 34. GERS up 33. NAMG up 23. NGLPF up 14. HYSR up 10. VOIL up 2, new high with volume .... TMEN down 27 with volume. AQNM down 22, new low with volume. ALTI down 21, new low with volume. CBWP down 16. ENSL down 15 with volume. KIOR down 14, new low with volume. CREG down 12, new low with volume. AMLM down 12 with volume. CABN down 11, new low with volume. HYGS, SSOL, USEI down 11. TSLA down 2. SCTY down 1 with volume, news .... Onward and upward, pards. Go figure it out.

UMBLE OPINION: pardoxymorons of global warming climate change: when or if we see much stronger evidence of global warming climate change we will be too late in stopping its extreme effects for who knows how long for our progeny. (Assuming this world age lasts much longer.) And if we do everything we can to stop GWCC now and climate gets not much worse or even better or stays the same we won't know if it was because of what we did or not. (Especially with the shrills in media.) And we may not be able to conclusively prove it one way or another for who knows how long. But why should we chance it? Why don't we want cleaner, healthier air to breathe anyway? Healthier oceans for our fish? Less extreme weather? Less stress and quite possibly a more well-connected world of us all. And let's be honest on the economics. The economics seem good with free energy .... Just me umble opine .... Onward and upward, pards .... Just venting I guessed.

INDIA GHG EMISSIONS TO INCREASE UNTIL '30: India enviro minister. Their priorities to alleviate poverty, grow econ. More coal power plants, more transportation needed. Placed responsibility for global warming climate change on US, developed countries. At least 30 years until India cuts emissions. (Thank you, India.) ... India top court revoked 214 coal field leases. Sold below market price, cost govt ~$30B. Not more than 7% of country's coal supply .... EPA 2nd phase of plan to reverse Great Lakes damage. To clean up contaminated rivers, harbors, attack algae blooms .... EPA's proposed carbon plan designates 6% of US nuke power plant fleet "at risk" for retirement. Utility exec says no help for unprofitable nuke plants .... Swiss pilots to fly solar plane around world .... Rooftop solar reduces utility revenues more than costs: fed study .... Despite extreme melting conditions, oil/gas development on Greenland long way off: report .... Liquid battery tech breakthrough could enable grid-scale power storage .... China drought worsening their water shortage .... Asian nations most vulnerable to global warming climate change-induced flooding: report .... Ingersoll-Rand to drop potent GHG chem by '30. (G, no hurry.) .... Microscopic fungus could help crop yields increase with global warming climate change .... US crude prices could plummet if US oil export ban not lifted: report .... Solar City (SCTY) chose Buffalo for huge solar panel plant .... First Energy may let industry opt out of energy efficiency standards .... Sunrun - rooftop solar - sees 100% growth continuing through '15 for 2nd straight year .... RGGI chair: northeast US states won't leave their emissions trading market for Calif/Quebec's .... Libya official claims oil production up to 900Kb/d. Highly suspect .... US oil production 8.87Mb/d last week: EIA. (May be ahead of reality.) .... Platts unit: Bakken production hit 1.2Mb/d in Aug. Bakken, Eagle Ford together up 78Kb/d in Aug .... Citigroup lowered '15 forecast for WTI oil prices $10 to ~$90, Brent by $7 to ~$97. Iran says Brent ~$90 next year .... GranBio started up 21M gal/yr cellulosic ethanol plant in Brazil. Steam, el cogen. $265M to build. Straw, bagasse feedstock .... KLM picked Amyris-Total's bio jet fuel .... Omaha gas stations to offer $.85/gal E85 tomorrow .... Total ending project with Lukoil to explore shale oil in Siberia over Russia sanctions. Hadn't started anyway .... Egypt awarded 3 new oil/gas exploration licenses to Eni .... Kenya's 1st-ever thermal coal production could come as early as '15 with China mining comp. Up to 1B tons recoverable. Quality unknown .... Kenya commercial oil production expected to start up in '16 .... TX grid caught up with west TX wind power output .... State policies effective in reducing power plant emissions: U of Colo Boulder analysis. Either emissions caps or clean power incentives .... ContourGlobal unit started up 2 wind farms in Peru. $250M. 62 turbines .... Siemens won 21Mw turbine order for French wind project online 3Q15 .... UK Green Investment Bank, Rabobank unit investing $82M to cut energy waste, bills at Brit hospitals. National Health Service spends over 750M Pounds/yr on energy .... Abengoa priced 500M Euro bond for clean power in Americas, Africa, India, Israel .... Cameron says no to new coal power without CCS .... NY planning $5B clean energy fund .... NYC comptroller proposing $30B "green bond" .... Mexico cartels stealing billions from oil industry .... Foresight Solar plans up to 100M Pound share sale to fund asset purchases .... Solar City (SCTY) priced $500M convertible bond offer .... Obama admin establishing world's largest marine sanctuary .... Judge rejected reimbursement for BP (Gulf of Mex disaster), delayed decision on health care limits .... Bacteria from human intestines could improve biofuels production: study. (Well ... holy sh*#) .... Southwest Air to power some flights with biofuel blend .... Chicago petcoke terminal shut down in face of regs, opposition .... India's Mars orbiter cost 1/10th of US' landed rover .... IBM, Airlight Energy (Swiss) solar concentrator can make power, clean water, AC .... Earth geomagnetic reversal may happen sooner than expected. (Rut roh.) .... Onward and upward, pards.

THURSDAY OPEN ... Market down 208/75/22. Volume slightly heavy. WTI over $92, Brent over $96. US capital goods orders up more than forecast .... US, Arab airstrikes hit 12 ISIS oil refineries. Cameron says UK to play its part in ISIS fight .... Ukraine urges no cuts in Russia sanctions until territory returned .... (stock #s in %) WTWO up 200 after reporting. GERS up 33. NAMG up 32. CABN up 25 with volume. XDSL up 16. PSON up 15. AIXG, AMEL, IFXY up 13 .... TMEN down 27. KIOR down 18, new low. ENSL down 12. CREG down 10, new low with volume. LYSDY down 10. RVLT down 4, new low. VOIL down 2 with volume after hitting new high.

WEDNESDAY CLOSE ... Market up 154/46/15. Volume slightly light. Naz bounce off 50-day lines. WTI over $92, Brent ~$97. Stronger than expected US housing data ... (stock #s in %) AEHI up 100. BSRC up 49. USEI up 42 with news. TMEN up 41. CREG up 29 with volume. CABN up 25 with volume after hitting new low. CNTO up 25. NGLPF up 17. WSGP up 15. ENSL up 14. VOIL up 6, new high with volume .... ALTI down 78, new low with volume. Should be news but I haven't seen any. BIOF down 27 with volume. PWDY down 26. GERS down 25. CSOL down 22. CBWP down 18. GEVO down 17, new low with volume, news. DSTI down 15. HYSR down 14 with volume. XDSL down 14. SOPW down 13 with volume, news. NAMG down 13, new low. DPSM down 12, new low. GWBU, ZAAP down 12. CSGH down 11. NTCXF down 4, new low with volume.

ILLNESSES COULD SOAR WITH HIGHER AVG. TEMPS: studies ... US, China stand ready to make serious new commitments to tackle global warming climate change: leaders ... Almost every one of world's top carbon emitting countries would reap econ gains by imposing hefty carbon tax if they use the revenues to reduce income taxes: IMF, U of Bolgna study. Brit Columbia example - 17% less fuel use, econ doing as well as rest of Canada ... 40 comps pledged to help cut tropical deforestation by half by '20, stop it entirely by '30 ... Food industry announced plan to cut HFC emissions, massive climate footprint ... Bank of America $10B initiative to speed up investment in clean power ... 3-yr initiative in US to partner farmers, ranchers, foresters with tech, research orgs to help adapt to drought, unusual seasons, other consequences of global warming climate change ... 5 insurance trade groups promoting stronger building decisions to help counter sharp rise in losses from extreme weather ... New cost-benefit framework needed to assess value of distributed power: report ... Central Appalachia coal production slowing. Cheaper Colombian imports increasing ... Ft Collins Colo fighting for fracking ban with appeal ... 4 energy comps proposing $8B project to supply LA from $4B, 2.1Gw Wyoming wind farm via $2.6B power line from WY to Utah, existing power line from Utah to LA. $1.5B power storage facility in Utah using compressed air ... Japan utility to suspend grid access for new clean/renewable power projects. Reviewing how much more intermittent clean power it's capable of handling ... Brazil reversed approval of concession auction for over 8Gw hydropower project ... Argonne Lab developed new technique for generating pure hydrogen without CO2 byproduct using light, graphene ... Vermont released their zero emissions vehicle action plan. Working with 7 other states for 3.3M ZEVs on road by '25 ... EU OK'd new nuke power plant for Britain ... Canadian Solar (CSIQ) completed 1.2Mw solar plant in Japan. Kyushu El Power 20-yr PPA at $.37/Kwh. CSIQ to start 42.4Mw more in 2H14 ... Helio Sage sold 40Mw solar project to Duke Energy. First Solar (FSLR) modules ... Platina Energy bought 54Mw wind farm in Ireland from Quinn Insurance ... Solar City (SCTY) seeking $500M in 4th solar panel-backed bond offer in under a year ... Shanghai Aerospace opened accounts for 109Mw of solar project funds ... Masdar buying 35% stake in Dudgeon offshore wind project ... US made record 3.5M gal cellulosic ethanol in Aug ... Investigators probing link between Nevada fires, smart meters ... Duke Energy created $10M coal ash cleanup fund for Carolinas' waterways ... Volcano blowing in Sumatra.

WEDNESDAY OPEN ... Market up 20/3/--. Volume slightly light. WTI over $91, Brent ~$96 ... Japan stepped up Russia sanctions ... Ebola outbreak could last forever if not controlled soon ... (stock #s in %) CRCL up 66. BSRC up 50. NGLPF up 20. CABN up 11. NENE up 10. SCTY up 8 with news. VOIL up 3, another new high .... ALTI down 75, new low. BIOF down 23 with volume. CSOL down 22. BFRE down 17. DSTI, UBRG down 15. WWPW down 14. NAMG down 14, new low. CBWP down 13. CSGH, GWBU down 12. AMLM down 11. LSCG down 5, new low. NTCXF down 1, new low. RBCN flat, new low.

TUESDAY CLOSE ... Market down 116/19/11. Volume normal. Naz, SP back on 50-day lines. WTI over $91, Brent over $96. US natgas $3.88 ... Putin (Vlad the Mad) warning Ukraine against implementing EU deal ... Russia adding 80 new warships to Black Sea fleet ... Turkey barring Kurds from entering Syria to fight ISIS ... China to seek peak in total GHG emissions ... (stock #s in %) CBWP up 66, new high. NORX up 25. BFRE up 16. GWBU up 14. EWRL, USEI up 11. CERPQ up 10. PLUG up 9 with volume, news. Up 10x on year .... AEHI, WWPW down 50. CRGE down 36. BSRC down 25. NAMG down 22, new low with volume. CABN down 21, new low with volume. AMPD, CSGH down 16. XSNX down 14, new low with volume. ECAU down 12. CPWY, HYSR, NGLPF, ZAAP down 10. NTCXF down 5, new low. RBCN down 4, new low. RVLT down 1, new low.

WORLD LEADERS PLEDGING ACTION ON GLOBAL WARMING at 1st-ever UN climate summit ... Global business leaders back carbon price at summit ... Global warming climate change could cause 250K more deaths/yr by '30-'50: WHO ... Green bonds needed to meet 2*C target: HSBC ... Krispy Kreme, other comps pledge to curb deforestation. Cargill joined palm oil makers pledging forest protection ... Brazil refused to endorse UN anti-deforestation initiative ... US State Dept lending support for intl methane emissions reductions ... US Treasury Sec warned of high costs of global warming climate change inaction ... Global warming climate change will harm water quality, supply in Calif Central Valley: DOI study ... New England lobsters already moving north to Canada because of warming seas ... Cal to start collecting data on who's prepared for rising sea ... Kiribati secured land deal with Fiji because of rising sea ... Mayors of Houston, LA, Philly promise more climate action ... World cities have potential to reduce annual GHG emissions 8B tons by '50 through better local energy management: C40 Cities Climate Leadership Group. Equivalent of cutting global coal use by over half ... Germany set to miss '22 climate target as coal use increases ... Hong Kong seeks to reduce GHG emissions 50% from '05 levels by '20 ... Kazakhstan aiming to add over 3Gw clean/renewable power by '20. 713Mw from 28 solar plants ... PNNL ID'ing over 300 proteins in bacterium capable of converting CO2 into other molecules ... Enbridge buying additional 17.5% stake in 300Mw Quebec wind project, 30% more stake in other 150Mw Quebec wind project for $225M total. Partnering with EDF Canada ... US scientists ID'd new kind of polymer that improves solar powgen efficiency 15%. Allows el charges to move more easily through cells ... Enviro groups challenging judicial ruling upholding Utah decision to allow proposed nuclear plant to use Green River water ... GE to supply 100Mw of wind turbines for Morocco project. Morocco target 2Gw wind power by '20. GE also to supply 40Mw of turbines for Poland wind project ... IKEA to expand customer solar offer to 8 more countries over next 18 months ... Greencoat (UK) to raise 100M Pounds from stock sale for UK wind projects ... EIB, AFD, EC financing 70.5M Euro solar plant in Africa ... Japan forecast to add 8Gw of solar in '14 ... CECEP Wind Power raised $63M from IPO.

TUESDAY OPEN ... Market down 25/5/3. Volume normal. Naz on 50-day lines. WTI over $91, Brent ~$97 ... 5 Arab countries with US on Syria bombing. Russia condemned US strikes on ISIS, Al Qaeda. Assad approved ... Israel shot down Syrian jet fighter in Israel airspace ... CDC sees 550K to 1.4M Ebola cases by Jan ... (stock #s in %) CERPQ up 18. NORX up 12. CCTC up 11. KIOR up 9. VOIL up 3, new high, up 100x in year .... CRGE down 60. WTWO down 50. ZAAP down 17. PWDY down 13. PSON down 12. AMPD, BIOF down 11. NGLPF down 10. NTCXF down 5, new low. LEDS down 4, new low.

MONDAY CLOSE ... Market down 107/52/16. WTI over $91, Brent over $96. US natgas $3.88. Americans who fought in Syria have returned: FBI. Missing Afghan soldiers found trying to cross US-Canada border. Sharp recession predicted for Russia. Arab bank found liable for Hamas terrorist attacks. China state support for banks helps Basil III ratings. Ruble falling with Brent prices. US urges action on climate then skips pledge. (O well, next year.). (stock #s in %) ... CBWP up 54. CSOL up 29. AMLM up 19, new high. DSTI, SOPW up 18. GSFVF up 14. ZAAP up 14 with volume. ENSL up 10. VSPC up 10 with news. VOIL up 4, new high with volume .... CRGE down 37. WTWO down 33. BSRC down 26 with volume. KIOR, TMEN down 25. GWBU down 22. CABN down 20 with volume. BFRE down 14 with volume. IFXY down 13. ASPW, EWRL, CDTI down 12. ECAU, QTWW down 11. BIOF down 10. SCTY down 5. TSLA down 3. (Off day for Elon.)

WORLD COULD SURPASS 2*C TEMP RISE IN 30 YEARS: researchers ... China passed EU in per capita pollution ... Global warming climate change marches in 166 countries yesterday ... All major carbon polluting countries have begun tech work needed to develop, announce new emissions targets next year: UN climate chief ... Global warming climate change 1 of greatest budgetary threats facing US this century. But offers econ opportunity: OMB director ... Rockefellers to divest charity of fossil fuel investment ... Cal pension fund to increase clean power investment 150%. Calling for price on carbon emissions ... Cal governor signed bills to help build EV market. Wants at least 1M EVs on state roads by '23 ... NYC mayor wants 80% GHG emissions reductions by city by '50. Targeting buildings ... Peak storm season now comes earlier in heart of US' "tornado alley" ... Global warming climate change threatens to undo intl development gains: experts ... Endangered trees could find better homes with assisted migration: study ... Com Ed customers to get $46M smart grid refunds ... 1st-ever study of N Am wind farms found bird deaths among most species of small birds may be biologically insignificant ... New Bedford Mass commissioned 1.8Mw solar plant on "superfund" site. To save city over $2.7M over 20 years. Sun Ed panels. 16Mw solar installed, under construction in New Bed. Will get 60% of its power needs from solar by yearend ... Expect $1.6T in clean power investment through '20: IEA ... Dry conditions expected to persist next year in US west ... Ethanol production up in US, blending demand down ... Barclays to invest at least 1B Pounds in green bonds by Nov '15. Green bond market may triple this year to $40B ... Nicaragua plans $4B public, private investment in clean power next 15 years to get 300Mw wind, 100Mw geothermal, 100Mw solar, 270Mw hydropower ... Jamaica Public Service signed PPAs for 78Mw clean power. 2 wind farms, 1 solar farm. $196M. 58Mw wind, 20Mw solar ... EIB providing 23M Euros for 30Mw solar project in W Africa ... Egypt set 14 cents/Kwh feed-in tariff for clean power ... Clues in groundwater could give scientists 6-month warning on earthquake tremors ... Judges struck down Cal law superceding fed nuke cleanup ... EPA offering $5M to improve air quality at ports ... Sauds to invest $80B in nuke, $240B in solar next 20 years. Each to provide 15% of country's power needs. 1st nuke online in 8 years ... Global investment in public transportation could save $100T public, private spending by '50. Would reduce CO2 emissions up to 1,700M tons/year by '50. (Um, they didn't say how much investment in public transportation.) ... LA launched online permitting for solar installs ... Mexico to invest over $20B next 10 years on wind power. 40Gw potential ... DTE Energy completed 112Mw wind farm in Mich ... Mars, 11 other comps to phase out fossil fuel use ... Statoil, 5 other oil/gas comps to pledge to plug methane leaks ... Abengoa sold 131Mw of solar farms, 50Mw wind farm to its yield comp for $323M. Also offered 1st green bond to raise $642M ... Yingli to supply 24Mw of solar modules for Honduras project ... WWII ship spilled fuel into SF Bay ... Odile hurricane sent copper mine chems into Mexico streams.

MONDAY OPEN ... Market down 62/42/10. Volume a little heavy. WTI over $91, Brent ~$97. ISIS urging attacks against US, France ... (stock #s in %) MGLT up 30. OOIL up 20 with news. ZAAP up 14. AMEL up 13. CBWP, USEI up 12. SOPW up 11 .... WTWO down 33. GWBU down 22. LEOM down 15. PSON down 14. CBEH, CCTC, KIOR down 13. MKBY down 11. CABN, CERPQ down 10. TSLA down 5. RBCN down 2, new low.

MARCHES AROUND GLOBE ON GLOBAL WARMING CLIMATE CHANGE ... March in Moscow to stop fighting in Ukraine ... Poroshenko warned Ukraine would defend itself if truce fails ... Clashes in Ukraine testing truce ... US Navy issued warning on Russia, China submarine fleets adding nuke ballistic missile subs, new tactics ... Russia building $9B drone air force aided by Israel. (?! Aided by Israel?! What? Bring on the end of the 2nd age?! Let's get specific.) ... Chinese destroyer docked in Iran. 1st time in history for China Navy ... Russia warning US about Syrian sovereignty. (Um, Vlad, what's your opinion on Ukraine sovereignty?) ... Flow of money to ISIS continues from rich Qataris, other Gulf Sunni moneyboys ... Turkey keeping details of ISIS hostage release secret. (G, wonder why dat.) ... Iraq Shia fighters say they don't want US air strikes. (Fine.) ... Iraq lost contact with soldiers battling ISIS near Fallujah ... Turk security forces tear gassed, firehosed Kurds in border town with Syria after refugees piled in getting away from ISIS. (Part of Turkey-ISIS deal?) ... Hopes dimmed for return of Philippine troops to Golan Heights ... Afghans got new president in power sharing deal ... 82% of California still in deep drought, fire. State's worst drought in history (Since records started in 1895.) .. Milder Maine winters sparking surge in deer ticks ... Longest dollar win streak since '67 on divergence. (What the hecky hoo is divergence?) ... Christianity in Iraq finished: Wash. Post ... Me umble prediction: next US Senate 50-50 ... Tough world out there, pards. Tread well. Be good. Take care. Happy trails. Onward and upward. Thank you for your readershipness.

WORLD'S WARMEST JUNE-AUGUST EVER: NOAA. August hottest ever month on record. Mostly from warmer ocean surface temps ... Trees growing at accelerated rate worldwide from global warming climate change: study ... Over 11.4K plug-in EVs sold in July, up 54% over '13. Over 66K sold in 1H14, up 37% over '13 ... 49 Turk hostages freed by ISIS. (Had to be deal made with Turkey. Otherwise, why would they do that? Probably money for hostages. Anyway, that frees up Turkey to help anti-ISIS coalition.) ... Some 45K Kurds fled to Turkey in recent ISIS surge ... Blackwater founder: we could stop ISIS ... ISIS demolishing ancient artifacts in Iraq, Syria. Also selling them on black market ... US air strike targeted ISIS training camp in Iraq. French air strike targeted ISIS ammo dump ... Russian fighters, bombers intercepted by US, Canada fighters offshore Canada, US. Russia fighter jets running amok over W. Europe ... Donetsk munitions factory hit by explosions. Buffer zone getting set up to separate Ukraine, Russian separatist forces. Looks like Russia border moving west.) ... Sierra Leone country-wide lockdown over Ebola ... Cryogenic fracking to be tested soon in Colorado.

FRIDAY CLOSE ... Dow up 13, Naz down 13, SP flat. WTI over $92, Brent over $98. US, China rifts put aside for climate. US dollar longest win streak since '67. Pabst moved to Russia. "Reliable evidence" Ebola can go airborne: doc. Worst case 500K cases ... (stock #s in %) CRGE up 263 with volume. WSGP up 47. BSRC up 35. PTOS up 34. CSGH up 26. IFXY up 25. ENSL up 20 with volume. CRCL up 19. FNVRF up 15. ASPW up 14. GEVO up 14 with volume, news. SOPW up 13, new high with volume. ECAU, BFRE up 12 .... GERS down 24. USEI down 23. CERPQ down 22. LEXG down 19, new low with volume. CBWP down 19. AMEL down 16 with volume. CABN down 15 with volume. CREG down 15, new low with volume. KIOR, BLDW down 13. NORX down 11. LSCG down 10, new low. SSOL down 10. RVLT down 6, new low.

ISIS BUGGED OUT FROM SYRIAN BASES, OIL FIELDS as US prepares to strike ... Ukraine, Poland, Lithuania forming joint military unit ... Russia planes violated Swede airspace: Sweden ... Russia demanding changes to Ukraine-EU trade deal ... August world's hottest since 1880 (when records began) over all global surfaces: NOAA. 1.35*F above 20th century avg. of 60.1*F. Largest departure from avg. of any month on record. Mostly from ocean surfaces much warmer. Jan-Aug 3rd hottest on record ... U of Cal declined to divest from fossil fuel comps, but will invest in clean/renewable comps ... American power plants spew more carbon than India: report ... Calif, Quebec to link cap-and-trade systems in Nov auction ... NASA launched 3 programs to study global warming climate change effects in Alaska, Arctic ... Ontario to launch $500M green bond to fund green infrastructure ... Court seeks EPA response to coal comp lawsuit over proposed power plant emissions rules ... EPA proposed rules threaten MIdwest power reliability: grid operator ... Inaction on global warming climate change would cost "billions and billions": OMB chief ... Nations on track for emissions agreement next year: UN official ... Solar Power (SOPW) to develop 19Mw in Shandong. 4 rooftop systems of 5Mw, 4.5Mw each. Online by yearend ... Green Mountain Power broke ground on 2Mw solar plant on top of closed VT landfill ... Just Energy (Canada) selling solar development biz (Hudson Energy Solar) for $23M ... Znshine Solar (China) to supply panels for 31Mw project in Japan. $92M ... World's wind power market reached 336Gw in 1H14 ... Exxon to halt Russia Arctic oil well drilling because of sanctions. Russia says Exxon still at it ... Chevron Appalachia 1st Marcellus driller to get sustainable certification ... 2 major new oil discoveries by Eni ... DOD $210M grants for 3 biorefineries to make mil-spec fuels for under $3.50/gal. Combined cap 100M gal/yr. USDA to make up to $161M Commodity Credit Corp funds available to support US Navy's fuel program ... PTT (Thailand) submitted feasibility study for $22B oil refinery, petrochem complex in Vietnam. May partner with Saudi Aramco. PTT also to spend $3B on oil/gas exploration, development in Myanmar. Also $1B on potential LNG export projects on Mozambique ... Libyan oil production down 30% to ~600Kb/d after rocket attack on refinery on 15th ... New commercial nuclear batt being developed by U of Missouri scientists. "Beta voltaics." Idea studied since '50's. Uses strontium 90. Titanium dioxide, platinum-coated electrode ... Vermont's rules allows clean/renewable power to be "double counted" by utilities sparked challenge to FTC ... Coventa raised 500M Euros for Dublin waste-to-energy power plant. 58Mw. ($10/w?! Why?) 3-year build ... Scot "no" vote ensures oil security for England.

FRIDAY OPEN ... Market up 56/4/3. Volume 3x normal (options Friday). WTI ~$92, Brent over $97. US leading indicators up .2% in Aug. 1st French air strike in Iraq. US Congress passed Syria rebels aid bill ... (stock #s in %) CABN up 45 with volume. IFXY up 25. PWDY up 13. WEST up 12. NORX up 11. SOPW up 9, new high with news .... GWBU down 27. NGLPF down 22. LSCG down 17, new low. WWPW down 17 with volume. LEXG down 16. SSOL down 15. AWSL down 14. ZNNMF down 13. AMEL, BSRC down 11.

THURSDAY CLOSE. Market up 109/31/9. WTI ~$93, Brent over $97. US natgas $4. France to launch air attacks in Iraq. Ebola may have reached New Orleans on ship from Africa. Ellison stepped down from CEO to COB. Poroshenko urging more US military help. Alibaba IPO ... (stock #s in %) WTWO up 50. CABN up 39 with volume. PWDY up 37. GWBU up 33. EMKR up 25, new high with volume, news. LSCG up 22. KIOR up 21 with volume despite their troubles. CREG up 20 with volume. AWSL up 16. BSRC up 11. MGLT, TMEN up 10 .... NORX down 43, new low. CRCL down 31. CSGH down 18 with volume. CPWY, MKBY down 16. GEVO down 14, new low with volume. LEXG down 13 with volume. WSGP down 12. DPSM down 11. MDDD, UBRG down 10. And that's it, pards. Go figure.

ISIS SEIZED 21 SYRIAN TOWNS IN 24 HOURS. Kurds issued call to arms to Turk Kurds with Kurd town under siege ... China slowly, quietly seizing disputed territories along India border ... Ruckelshaus challenging policymakers to act swiftly on "quiet crisis" of global warming climate change ... Antarctic sea ice up 3rd year in row. Nearing record high. (Doesn't portend global cooling or new ice age.) ... Algae "red tide" in northeast Gulf of Mex killing sea turtles, fish ... US Ag Dept approved commercial planting of GMO'd corn, soy to resist 2,4-D. Critics say could lead to more damage to environment, other crops, maybe humans. EPA still must approve new 2,4-D formulation ... Japan wants to resume whale hunting in Antarctic next year despite UN court ruling ... Swiss Re projects repeat of 1821 hurricane that hit NYC could cause over $100B damage now ... US Dept of HUD $1B competition between communities for best ideas to reduce future disaster damage ... Sea level rise could cost Australia over $200B: study ... DiCaprio named UN ambassador of peace for climate change ... Global warming climate change to add billions to US wildfire fighting costs: report ... Natural disasters displaced more folks than did wars in '13: report ... States in MISO (Midwest US) grid could save billions by complying with EPA proposed power plant emissions rule: grid operator ... Appeals court ruled unpredictability of wind deems wind farms unfit for favorable power pricing. Specifically Exelon's TX panhandle farms ... Burlington, VT now gets 100% of its electric from clean/renewable sources ... Emcore (EMKR) selling its space PV solar biz to Veritas Capital for $150M ... Biggest Libya oil field production halted after rocket attack ... Court rejected FERC request to rehear demand-response ruling ... NY's power reliability could be in trouble by '19: grid operator ... Powder R. Basin oil production up 2x in last 5 years ... REC Solar to install 2.65Mw solar at 3 Hawaii airports, started construction on 12Mw project on Kauai ... Brazil to auction bids Dec 15 to build 8Gw hydropower project. Part of 12Gw plan ... US crude production up 248Kb/d last week, most from reopening Alaska pipeline ... US natgas inventories 14% below normal for time of year. (May need imports if this winter like last.) ... Green Mountain Power to use sunflower seeds to make biodiesel, livestock feed. Fuel will be used for GMP's vehicle fleet, building heat. (Dang it, food is for eating. I eat sunflower seeds. And they're getting harder to find in stores darn it.) ... Montney Basin in W Canada holds est. 2,200TCF NG, ~29B bls NGLs, over 135B bls oil. Encana spending over 25% of '14 capex to develop Montney. Shell, others also there. Could cover Canada NG use almost 150 yrs ... Innovative Solar Systems got 15 year PPA from Duke for 48Mw project in N Carolina. Online late '15 ... LBNL: median installed price of solar systems in 1H14 down 5-12% v. '13. Solar industry adding $15B/yr to US econ ... Top enviro groups: US won't meet '20 GHG reduction target without targeting methane leaks. Urging DOI, EPA to step up. Tech available to cut meth emissions 50% over next 5 yrs ... Vivent Solar - 2nd rooftop solar comp behind Solar City - seeks up to $426M in IPO (NYSE) ... Atlantis Resources raised $83M to build 6Mw tidal power plant in Scotland ... Brazil OK'd Iberdrola, partner to start 2 wind farms in 30 days. 30Mw each ... IFC lending $96M to Turkey comp for clean/renewable power projects ... NextEnergy Solar Fund raised 31.5M Pounds from Macquarie for acquisitions ... Asia Pacific region to be 60% of global PV solar demand in 2H14 ... NOAA directed Army Corps to move coral before dredging Miami port ... Dominion accused of polluting Potomac R. with coal ash ... Finland OK'd new nuke reactor. Greens quit ruling coalition. (I think Greens should rethink that. Nuke is 24/7 clean power. And if you leave the coalition you lose power to argue your points within govt.)

THURSDAY OPEN ... Market up 94/22/8. New highs. Volume normal. WTI over $93, Brent over $98. Australia foiled ISIS beheading plot ... (stock #s in %) EMKR up 27, new high with volume, news. Selling space PV solar biz. KIOR up 26. BSRC up 21. TMEN up 20. CABN up 15 with volume. XDSL up 14 .... BLQN down 40. ZNNMF down 17. AMEL down 16. EWRL down 15. MKBY down 11. VSPC down 10. GEVO down 9, new low. NAMG down 5, new low. LSCG down 3, new low.

WEDNESDAY CLOSE ... Market up 24/9/2. Volume I bet normal. WTI over $94, Brent over $98. (Still trying to punish Russia.) US NG $4.09. Fed keeping interest rates near zero. Iraq launched offensive on ISIS/ISIL/IS in 3 Iraq cities ... (stock #s in %) CABN up 43 with volume. BLQN up 42, up 3x on year. CCTC, WSGP up 22. EWRL up 20. MKBY up 20 with volume, up 4x on year. NGLPF up 20, up 6x on year. DPSM up 16. ENSL up 15. VSPC up 12. WEST up 11. ZNNMF up 10. LEOM up 10, up 3x on year .... BSRC down 33, up 3x on year. POLR down 33. CGYV down 23. NAMG down 22, new low with volume. BFRE down 19. QTMM down 16, up 6x on year. ECAU down 15. PSPW down 14, up 3x on year. ENZR down 10 with volume. PEIX down 10 with volume, up over 7x on year. Pack it in boys. Happy trails. Onward and upward. Tally ho.

S. CAL HEAT WAVE SHATTERING POWER USE RECORDS ... More floods in US S west from 3rd hurricane ... N. Cal still burning ... "Red Tide" in Gulf of Mex threatening Florida econ ... Moves to cut HFC emissions by US. Used in cooling, refrigeration. Voluntary agreements from some of largest comps to scale down, phase out use with reductions of 700M tons CO2 equivalent through '25 ... Arctic Sea ice cover 6th lowest on record. Antarctic ice may set growth record. (Nature doesn't move in straight lines.) ... TX school board proposes textbook revisions to deny global warming climate change. (You know, what's going to happen is going to happen whether denied now or not, kids. And if deniers are wrong, life will get pretty dang bad which we could have prevented. Why gamble on civilization?!) ... Global offshore wind installs to reach 40Gw by '20: report ... EPA denied N Carolina petition to change baseline for power plant emissions allowances ... Cal issued 1st permit for driverless car ... Renault Ecolab said to get 235MPG ... Northeast Utilities joining Spectra in $3B bid to expand New England NG pipelines ... Shell's revised Arctic plan calls for 2 rigs, 6 wells ... More flex-fuel vehicle sales in UK driving biofuels use: Frost & Sullivan ... 25M gal/yr ethanol plant back online in S Dakota. Idle 18 months ... NFR BioEnergy to invest $312M to install biorefineries at over 10 sugar hubs in Louisiana. To convert bagasse into fuel pellets for power plants. Torrefaction process ... New oil discovery by Eni offshore Angola in deepwater. Est. 300M bls. Production capacity over 5Kb/d ... Baltimore G&E customers achieved $2B in energy savings over lifecycles of efficiency equipment installs. Smart Energy Savers Program. Participants got over $380M in incentives ... Bright Source Energy got Cal Energy Commission OK for 2nd thermal solar plant in Mojave. Partnering with Google, NRG Energy. CEC scaled project back, though, to 1 tower, 1,900 acres of mirrors. Near migratory bird corridor ... Minas Gerais in Brazil preparing Nov. solar auction. Ceiling ~$111/Mwh. 15-yr PPAs. Seeking solar panel factory for state. Developers must buy panels made in state ... Blue Earth to buy $10M stake in battery maker Power Gemix Systems. Nickel-zinc tech ... UK solar institutional investors to benefit from new opportunities under CfD ... Hareon Solar got $619M in share sale ... Gaelectric Group entering biomass sector with Imperative Energy purchase ... Egypt to offer bids to generate 8Gw new power ... FERC deadlocked over fairness of power market rules in power-starved New England.

WEDNESDAY OPEN ... Market up 25/1/1. Volume normal. WTI over $94, Brent ~$99. Fed meeting ... (stock #s in %) CCTC up 33. BLQN, NGLPF up 28. CABN up 25. DPSM up 22. VSPC, XDSL up 14. LEOM up 10. RBCN up 5 with news after hitting new low. VOIL up 1, new high .... POLR down 33. NAMG down 24, new low with volume. ENZR down 16, with volume, news. ECAU down 15. CBEH down 13, up 26x on year. SOPW down 12 with news. LSCG down 11, new low. AMEL, GWBU down 11. ENSL down 10.

TUESDAY CLOSE ... Market up 100/33/14. Volume a little heavy. WTI over $94, Brent ~$97. US NG $3.99. Yellen seen raising rates slowly over 3 years. China $81B liquidity to 5 banks ... (stock #s in %) CABN up 42 with volume, news. UBRG up 35. CGYV up 30. CBEH up 15. MKBY up 14. IFXY, EVSI up 13. AXAS up 10 .... WSGP down 46. POLR down 40. BFRE down 29. KIOR down 22 with volume. DSTI down 20. LEDS down 19, new low with volume. ENZR down 16 with volume. AWSL, CBWP down 14. WWPW down 13. CNTO, XDSL down 12. PSPW down 11. GERS down 10. CCTC down 9, new low. RBCN down 7, new low with volume. CREG down 3, new low with volume.

RUSSIA COMPLETED DRY RUN OF NUCLEAR BOMBING ATTACK ON US. (Way to go, Vlad. Just what the world wants.) ... Ruble at historic lows. Moscow warns against panic ... Investment decisions with $90T for global infrastructure next 15 years will make or break Earth's climate: Global Commission on Economy, Climate. $4T or so next 15 years to limit GHG emissions only ~5% more than to be spent anyway on new power plants, transit systems, etc ... Fight against climate change driving economic growth: report ... Warming ocean bringing tropical fish to Alaska ... Brazil building large climate change observation tower ... Global warming climate change-induced wildfires should factor into carbon's social cost: report ... Europe, Asia comps dominate top global sustainable rankings ... US Fish, Wildlife Service seeks educational use for crushed ivory ... OPEC says may pump less oil in '15 ... China banning coal with high ash, sulfur ... NYC to build $72M, 14Mw hydropower plant at upstate reservoir. Will sell ~$2M of power/yr to NY grid. Construction start in '16 ... Trans Canada filed to renew S Dakota permit for Keystone XL pipeline ... USGS linking Colo quakes to drilling ... Gulf of Mex drillers coalition says spill-response capacity doubled ... Oklahoma oil hub to add another pipeline ... Latest West sanctions on Russia could hurt global oil supply: former BP chief ... Pacific Ethanol (PEIX) to sell CO2 from Oregon ethanol plant. Up to 200 tons/d for food processing, bev makers ... 4 new E85 pumps installed in Midwest ... Projections for Mozambique NG reserves in key basin upped 20% to 200BCF ... U of TX scientists cooling electrons to near absolute zero at room temp. Could save up to 90% of power need. "Quantum well." Fabricating energy efficient transistors currently under way ... Bluosphere (BLSP) LOI to buy 7 waste-to-energy facilities in Italy. Anaerobic digestion. Internal rate of return over 25%. Looking at 9 more, ~1Mw each ... Iberdrola to supply Roseville, Cal municipal utility with clean power products over 10 yrs ... Energix (Israel) closed deal for 155Mw wind power project in Golan Heights ... Marin County Cal residents OK'd for PACE program. To finance solar, energy efficiency, water conservation improvements over 20 years as part of property tax assessments ... Black lung cases in Appalachia at historically high levels: study ... AW-Energy Oy (Finland) raised 15M Euros to enhance its wave power tech, bring it to market. Funds from Finland agency, EU ... India to lift solar target 5x to 15Gw by '19. Current plan for 3.6Gw by '17 ... Brazil OK'd tax-exempt bond issue for 30Mw wind project ... Axion Power to sell $12M of common stock ... Nigeria target 2.4Gw clean/renewable power by '15 ... Coca-Cola, Nestle, Tesco to up recycling rates ... Solar City (SCTY) new mounting product can increase power gen on flat roofs up to 50% ... CREG latest Q had huge jump in revs, net ... EFOI profit up 50% from previous Q. EPS next Q should be positive ... AGs from 7 states, DC back admin Clean Water Act proposal ... US, global coalition condemning Iceland for commercial whaling ... NRC approved 1st new reactor design in 3 years after DOJ probe ... Admin committed to growing ethanol industry to fill RFS level: Vilsack ... Mercedes-Benz plans rollout of 1st hybrid plug-in next year ... Occidental to pay $190M fine over Passaic R. contamination ... Indonesia signed on to regional smog plan ... Super volcano showing signs of life in N Korea.

TUESDAY OPEN ... Market up 5/3/2. Volume a little heavy. Fed meeting. WTI over $93, Brent ~$99. 3K US troops, med aid for Ebola fight. Ukraine approved special status for East ... (stock #s in %) CABN up 33 with news. CGYV up 30. DSTI up 22. EVSI up 20. UBRG up 14. JUHL up 11 .... WSGP down 46. POLR down 40. BSRC down 34. KIOR down 22 with volume. LMRMF down 19. AMEL down 16. CBWP down 14. ENZR down 10 with volume. LYSDY down 10. CCTC down 9, new low. CREG down 8, new low with volume. VOIL down 3 after hitting another new high. CREE down less than 1, new low with news.

CHINA DEPLOYING 700 SOLDIERS TO UN PEACEKEEPING FORCE in S Sudan ... Nigeria says $8B oil revenues lost in '13 from pipe theft ... China imported 5.96Mb/d of oil in August. Up 17.5% yoy. Up 6% from July ... UK shale comp bid rejected to explore S England ... Statoil pilot project to capture ND flare gas expanding to power 6 drilling rigs. Expects to capture 3-5MCF/d by yearend ... Continental Resources net Bakken production up 23% yoy ... MN PUC called on Enbridge to examine new routes for planned oil project ... NG, not oil, accounts for 2/3 of reserves discovered in last decade: IHS. Largest finds nowhere near homes, businesses to burn it ... NG production from Utica up 5x yoy. 1BCF/d at end of 2Q14 ... Late summer water temps near FL Keys ~84*F. ~2*F warmer than 100 years ago. 84*F about top temp coral can survive.

MONDAY CLOSE ... Dow up 43, Naz down 48, SP down 1. Volume probably slightly heavy. Anti-ISIS coalition confirmed Iraq aid. US Fed meeting this week. 47% of Naz in bear market. Ruble down 12% this year. Possible Russia budget deficit by yearend on lower oil prices. EU delaying parts of political, trade pact with Ukraine. Iran rejected US bid to coordinate in ISIS fight. US natgas $3.92 ... POLR up 150. KIOR up 22 with volume. CABN up 20 with volume. CPWY up 20. ELON up 17 with volume. NORX, XDSL up 14. ENZR up 13, new high with volume. LMRMF up 11. VOIL up 6, another new high .... PTOS down 30. GERS down 26. PWDY, UBRG down 22. CCTC down 18, new low with volume. LEXG down 15 with volume. SENY down 14. FNVRF, ENSL, CBEH down 13. EWRL, OOIL down 12. CREG down 11, new low with volume. JUHL, LYSDY, ASTI down 10. SCTY down 9. CSUN down 9 with volume. GEVO down 4, new low.

US, EU ORDERING COMPS TO CUT OFF EXPORTS TO RUSSIA for oil exploration within 14 days. Exxon/Rosneft Arctic project among those affected ... Dead zones expanding in Green Bay despite regs ... Gulf of Alaska unusually warm. Unusual fish showing up. Up to 5*F above avg. Even warmer in Bering Sea, off Mex west coast ... Homes near NG wells in TX face worsening water contamination ... Proximity to NG wells could be causing health problems including skin, respiratory infections: report ... Contaminated drinking water linked to faulty wells, not fracking: study ... Fed judge rejected admin's approvals of Arch Coal mine expansion in Colorado ... Viruses affect life, death of carbon-eating algae blooms: scientists ... NASA website allows countries, states, cities to track their CO2 emissions ... Denver airport committing to reducing carbon emissions ... Germany's clean power shift can ignore storage infrastructure for up to 20 years: study. Still too expensive ... Japan signed 17-year deal to buy natgas from BP at N Am prices ... Developer shelved 45-65Mw Brit Columbia hydropower project ... India's Tamil Nadu set solar power prices after 2-year failure to attract projects. 11 cents/Kwh for PV, more for solar thermal. State gets ~300 days of sun/year ... Japan promoting wooden racking for PV solar ... Canada oil exports to US up 27% yoy ... Bernstein Research: US NG production to grow 3BCF/d in '15. Demand to grow 1.2BCF/d. US 1H14 production up 4.1BCF/d yoy ... Iraq PM ordered his forces to stop indiscriminate shelling, bombing of Sunni civilian neighborhoods in ISIS-controlled areas ... Libya's last elected Parliament hiding out on car ferry anchored near Egypt border. PM traveling around Gulf drumming up support for foreign intervention. Libya oil production said rising to 1Mb/d in Oct. Head of central bank fired by Parliament-on-ferry over weekend ... Rouhani says US' ISIS coalition will have no chance of success without Iran. Iran doing, supplying much of fighting in Iraq ... Pipeline to supply Iraq power plants with Iran NG finished. But fighting in region delaying gas shipments ... ADB to provide $150M debt for clean power transmission lines in India ... Chile to allow wind, solar projects at next power auctions ... US nuke reactors can handle climate change under current rules: NRC chief.

MONDAY OPEN ... Dow up 4, Naz down 35, SP down 1. Volume slightly heavy. WTI over $92, Brent over $96. US industrial output down 1st time since Jan. Iran leader: US' ISIS effort "pointless". Africa Union forces destroyed al-Shabaab camps in Somalia ... (stock #s in %) KIOR up 39 with volume. GWBU up 33. ENZR up 22, new high with volume. DSTI up 15. CABN, XDSL up 14. VOIL up 7, new high with volume .... ECAU down 22. WEST, SENY down 15. LYSDY down 14. CCTC, EWRL down 13. UBRG down 11. AMEL, MKBY, DPSM down 10. TSLA down 6. LSCG down 5, new low. CREE down 3, new low.

IRAN WARNING US AIRSTRIKES IN SYRIA WILL EXPLODE MIDEAST ... Obama: Assad shooting at American planes will lead to his overthrow ... Reports ISIS struck deal with Syrian rebels to take out Assad. Free Syrian Army or Syrian Revolutionary Front (who knows for sure yet) won't take part in US-led fight against ISIS until getting assurances of toppling Assad ... (Press calls them ISIS, Govt calls them ISIL.) ... Al Qaeda India off to poor start. Attacked Paki ship instead of American carrier in Karachi port. Lost 10 ... Former US senators helping Russia skirt sanctions ... NATO countries began arms deliveries to Ukraine ... Ukraine rebels clashed with Ukraine troops Sunday in several locations including Dometsk airport. (Oh, ceasefire?) Russian convoy reportedly entered Ukraine, then went back over border. 3K Russian troops reportedly still in Ukraine, 25K more on border. Kerry, Lavrov meet in Paris Monday. (Thank God and Greyhound for reporters.) ... Air France pilot strike ... China growth slowing ... Microscopic ocean algae can evolve fast enough to cope with global warming climate change, acidification: study. 500 generations/yr ... Seas could become 170% more acidic by 2100 vs. pre Industrial Revolution ... Another hurricane coming up Baja. (SEast US flooding again?) ... Ebola to claim up to 100K lives in NW Africa ... View latest solar storm in Northern Lights at several Arctic locations tonight. God bless y'all.

ISIS MORTARED IRAQ'S LARGEST REFINERY. BAIJI. 310Kb/d. 100K bl tank caught fire. No forces to put out fire ... Ukraine leader says Putin seeks to restore Soviet Union. (I think we've know that for awhile.) ... Marine retired general Allen to coordinate intl effort against ISIS ... Exxon riling US, EU with sanctions loophole for Russian Arctic drilling ... Pakistan opposition suspended talks with govt after arrests ... ECB cash boost may near $1.3T ... Iran hasn't delivered on freedom pledges: UN. Worries over executions ... National "green kids" winners announced in People & Planet Small Biz contest.

UKRAINE BUILDING WALL ON RUSSIAN BORDER. Russian troops have largely gone back to Russia ... ~20% Ukraine's oil demand filled. 2 of 6 refineries operating. Usually buys from Belarus, Poland, Russia. Now talking with Azerbaijan ... Iraq forming new govt. Money flowing to Sunni tribes ... Sauds agreed to host training site for free Syrian fighters ... 2 new LNG export projects approved by US after legislation tweaked. 3 projects now ... At least 14 LNG export proposals for Canada's west coast ... Lukoil new oil/gas discovery offshore Ghana ... Trans Globe Energy new oil discovery in Egypt's west desert ... Lundin's oil discovery last year offshore Norway downgraded. May be too small for stand-alone development ... Consortium led by Kuwait Energy discovered more oil in Basra Iraq ... Shell launched new production in Gulf of Mex. Est. 50KBOE/d ... Utica natgas production up 32% in 2Q from 1Q to 88.7BCF. More than all of '12. Oil production also up 32% to 2.5M bls ... Corruption scandal over Petrobras skewing Brazil presidential elections. Candidates implicated. 3% kickback '04-'12 ... Gambia formed new national oil comp ... Hungary's MOL to buy Eni's Czech, Slovak, Romania units ... KKR, Riverstone forming oil/gas JV ... Trans Atlantic Petrol buying Stream for $41.2M. 3 oil fields, 1 gas field, 1 exploration license in Albania.

FRIDAY CLOSE ... Market down 61/24/11. Volume barely more than normal. WTI over $92, Brent over $96 (More it falls, more it hurts Russia). Exxon $700M Russian Arctic oil well hanging on sanctions. ISIS est. 20-30K strong ... (stock #s in %) WSGP up 63. SENY up 45. ENZR up 41, new high with volume (maybe on Tesla batt factory). KIOR up 28. NORX up 27. AMEL, BLDW, GERS up 26. CABN, PSON up 25. IFXY, SOPW up 21. OPTT up 15 with volume after reporting. CCTC up 15. GPRC up 14. AMLM, LEXG up 11. OOIL up 10 .... PWDY down 23. LSCG down 15, new low. TMEN down 15. EFOI down 12 with volume after hitting new high lately. BLQN, XDSL down 12. PSPW down 10.

POLAND CUT OFF NATGAS FLOW TO UKRAINE. Poland cited reduction of flow from Gazprom of up to 24%. Gazprom denies it. Says sending same amounts. Slovakia now sending some NG to Ukraine. Slovakia has opposed Russia sanctions. Ukraine will have to cut NG use ~20%. They have paid artificially low prices ... World Bank, 5 other intl banks vowing to aggressively fund climate efforts ... EPA approved alternate to ozone-depleting methyl bromide pesticide ... Sun Edison (SUNE) to invest over $1B in Chile solar power ... Solar panel factories running up to 100% of capacity, can't meet all demand. Expansions planned ... India planning rule to mandate comps building fossil fuel power plants to also build clean/renewable capacity ... Ratchaburi (Thailand) to invest through JVs in 33Mw initial phase of solar power in Japan ... Factoring in load capacity, longevity of plants, wind power 3x, solar power 10x cost of building nuclear plant. But. Add costs of fuel, fuel enrichment, decommissioning, waste storage, security, meltdown/terrorism possibility to nuclear. Add costs of load balancing, new power lines, interconnectors to wind, solar ... Envision (China wind power comp) plans 100Mw/yr in Chile ... India's Tamil Nadu considering 2Gw of offshore wind ... RWE Innogy OK'd for 96Mw wind project in Wales ... Italy-funded project to encourage solar-powered water heaters in Lebanon. $1M Euros for 66 heaters in public bldgs ... Dane company suspended work on 2 power projects in Lebanon. Payments withheld by Lebanon on pretext contracts amended. $348M contract for 2 power plants. 272Mw. Use fuel oil or NG. 70% built ... Eni, Shell denying wrongdoing in $1.1B buy of oil block from Nigeria in '11 ... EPA backing less costly haze control plan for 605Mw coal power plant by AZ power co-op. EPA plan would have cost over $200M. Co-op's plan ~$32M. Converting 1 gen unit to NG, installing upgraded emissions controls on both units. Overall emissions reductions more than EPA plan ... Xcel Energy got spot on Dow Jones Sustainability Index for 8th time ... EPA approved 1st coal gasification project in 20 years ... Biodiesel, ethanol industries' revenues to rise to ~$150B by '18 from over $94B in '13: Frost & Sullivan. Asia/Pacific market to grow fastest. Competitively-priced feedstock to be crucial ... 10.6M flex-fuel vehicles on US roads. 10% use E85 ... JFE to build 50Mw biomass plant for Erex in Japan. Palm kernel shells, coal feedstock ... Nevada governor signed $1.3B tax breaks for Tesla (TSLA) battery gigafactory ... AZ comp made world's 1st 3-D printed car.

FRIDAY OPEN ... Market down 30/15/5. WTI over $92, Brent over $97. Volume normal. 10 Arab states backing effort against ISIS. Not Turkey ... (stock #s in %) BLDW up 26. CCTC, GSFVF, SOPW up 23. ENZR up 22, new high with volume. LEXG up 19. OPTT up 17 with volume after reporting. AMEL, MMMW, SENY up 13. SSOL up 12. GPRC up 10 .... GERS down 16. TMEN down 15. FNVRF down 13. BLQN down 12. EFOI down 11 with volume. WWPW, DPSM down 10.

THURSDAY CLOSE ... Dow down 19, Naz up 5, SP up 1. Volume normal. WTI over $93, Brent over $98. US natgas $3.82. US to join EU in more Russia sanctions. Hollande must step down: French majority in poll ... (stock #s in %) BFRE up 60. EFOI up 41, new high with volume, news. GSFVF up 33. BSRC up 32. ASTI up 21 with volume. ENZR up 21 with volume, news. CBEH up 21. LSCG up 17. ZAAP up 13 with news, volume. SOPW up 11, new high. PRHL, NORX, BIOF up 10 .... POLR down 60. GERS down 25. CRCL down 22. AMEL down 21 with volume. LEXG down 19 with volume. GPRC down 17 with news. PSON down 17. CBWP down 16. LEDS down 13, new low with volume. KIOR down 11 with volume.

WARMER AIR CAUSED COLLAPSE OF HUGE ICE SHELF off Antarctica: scientists ... Global warming climate change fueling Rocky Mountain tree recession: study ... Organic coffee threatened by global warming-stoked fungus ... EPA proposing 14 areas not complying with particulate emissions limits ... Despite heavier regulation, pesticides persist in US waterways: study ... Up to 65% of illegal deforestation in world linked to commercial ag ... Extreme solar flare could disrupt power supplies, communications this weekend ... US Coast Guard can't deal with "heavy oil" spill in Great Lakes: official ... Anti-logging activist murdered in Peru ... U of Manchester scientists discovered bacteria that eats nuke waste ... Japan OK'd 2 reactors on Kyushu to restart ... 2 more LNG export projects got US OK ... BP, Shell CEOs came out against Scotland independence ... 1366 Tech says they can produce silicon wafers for solar cells for 10% less than competitors. Single step process. Plans larger factory in '16. $150M DOE loan guarantee in '11. Want to get to 25Gw/yr, 25% of market, by '20 ... Siemens 10Mw tidal energy project in Wales suspended. UK withdrew 10M Pound grant in June ... US regulators, utilities urge EPA to strike '20 emissions target ... Rifle attack on PG&E substation in Cal wasn't terrorism: FBI ... Libya National Oil Comp says Libya oil production now up to 800Kb/d. Ongoing chaos in cities, govt ... Sauds cut oil production 400Kb/d in August. Drop in exports to Asia ... EIA expects US crude production to rise 1Mb/d in '15 to 9.53M. August production 8.6Mb/d. Est. WTI to avg. over $94 in '15, Brent ~$103. Forecast world liquid fuels consumption to rise 38% by '40 ... Liquid Light raised $15M. Advances toward pilot plant to make plastic from CO2. CO2 + electrocatalytic process + hydrogen + hydrogenation. H from propane, leaves propylene to sell. Could make plastic for up to 10% of present costs from ethylene ... Buffalo Lake reopened 18M gal/yr ethanol plant in MN. Idled in '10 ... Scandinavian foresters investiing $3B to add products from wood fiber, power generation ... U Cal Berkeley 3D imaging plant cell walls to unlock cellulosic ethanol potential ... Indonesia palm oil investment over $2.7B last 3 years. Sustainability concerns lowering demand ... BP may owe recreational Gulf of Mex fishers $585M ... Gamesa new China customer - Everbright - ordered 48Mw of 2Mw wind turbines. '15 delivery. Possible 48Mw more ... Bluesphere (BLSP) MOU with ESC (Israel) for 5Mw biogas project in Israel. Food waste feedstock ... Nevada auto dealers OK'd Tesla (TSLA) direct sales ... Jinko Solar connected 100Mw China solar plant to grid. Built over fish pond ... GE wind turbines outperforming expectations 6.3% at MN Honda plant. Supplies 10% of plant's power needs ... PNE Wind (Germany) to raise up to $104M to buy ~150Mw of wind farms in Germany. Selling shares, convertible bonds ... Longyuan OK'd for 2 wind projects in China. 60Mw, 110Mw ... ReneSola to supply 10Mw for India solar project. Juwi India to build ... Japan cancelled 1.8Gw of solar projects (647) to investigate if development moving ahead as planned. 351 more projects (2.7Gw) also to be investigated. (Dang. That's a lot of solar under investigation.) ... Brazil expanded tax creds to ethanol exporters. (Election coming up.) ... Rays Power plans 50Mw solar in India ... Neste Oil to build 60M Euro biopropane facility at Rotterdam refinery ... China CNR signed $563M wind turbine supply deals.

THURSDAY OPEN ... Market down 34/12/3. WTI ~$92, Brent over $97. EU to pull trigger on Russia sanctions ... (stock #s in %) EFOI up 39, new high with volume, order news. BFRE up 36. BSRC up 32 with news. CBEH up 21. NORX up 20. GSFVF, MMMW up 14. AMPD up 13. XDSL up 12 with news. CABN up 11. VOIL up 1, another new high .... POLR down 60. GERS down 37. CRCL down 22. CBWP down 20. GPRC down 19. GWBU down 14. CCTC down 12. KIOR down 12 with volume. LEXG, ECAU, UBRG down 11. PEIX down 11 with volume. CREG down 4, new low with volume.

WEDNESDAY CLOSE ... Market up 54/34/7. WTI over $91, Brent over $98. US natgas $3.95. New Jersey rating cut by S&P. France ready to join US in air strikes vs. ISIS. Russian oil deals with Exxon, Shell face sanctions ... (stock #s in %) POLR up 150. CBWP up 122, new high. KIOR up 50 with volume. MKBY up 47. LMRMF up 31. AMEL up 26. GSFVF up 19 with volume. SOPW up 14, new high with volume, news. MMMW, CABN up 13. PWDY, LEXG, AMLM up 11. CERPQ up 10. VOIL up 1, new high with volume .... AMPD, BSRC down 24. DSTI down 23. CNTO down 19. CCTC down 17. GTAT down 14. USEI down 12. XDSL down 11. MKTY, UBRG down 10.

EL NINO STILL EXPECTED FOR US WEST COAST, but won't bring heavy rains Cal needs to end drought: US Climate Prediction Center. (Though 2 hurricane edges didn't hurt.) Cal cities cutting water use ... Cal, Japan signed pact to co-op on water, high-speed rail, clean cars development ... NJ may lose up to $500M from leaving cap-and-trade program: enviros ... Over 400 dead from India, Pakistan floods ... USDA $518M to upgrade rural electric co-ops ... Japan researchers developing new membrane that can trap GHGs, let clean air through ... Solar Power (SOPW) to buy over 26Mw of solar projects in Greece. Also buying Sinsin Renewable Investment for $91.8M ... Norway losing to Sweden in $6B wind power boom ... DOE has approved 45 aps to export LNG. If all get built, they will export 49BCF/d. US uses 71.3BCF/d, over 26TCF/d (and produces about the same) ... The Fed is printing $118M/hour 24/7. (Just thought it worthy mentioning.) ... Boston U. faculty, students calling for fossil fuel divestment ... EIA raised projections for oil use in '40. Lowered potential for clean vehicles ... Fed judge tossed out enviro challenge to BLM oil/gas lease sale in Nevada ... Iberdrola spent ~$13M to renovate 45 of 92 small hydropower plants in Spain over last 3 years ... 99% drop in solar panel prices over last 40 years. 75% of that has come since '08 ... Enviva spending $214M to build 2 wood pellet plants in N Carolina by '17 ... China's oil demand going up faster than expected: EIA ... U Cal Davis, China Automotive Tech, Research Center collaberating to help speed commercialization of clean cars in China, US ... Fuel Cell Energy (FCEL) to sell 1.4Mw FC power plant at U of Bridgeport to NRG Energy ... Russia to build 8 new power plants in Iran. Also to help rebuild 4 old plants. Power grids of Iran, Azerbaijan, Russia to be interconnected ... China's polysilicon sales up 145% in 1H14 over last year to $1.6B. 62K metric tons ... Broadwind Energy (BWEN) got $14M order for wind towers from US wind turbine maker. (Not named or priced.) ... India lender, power trader jointly financing clean energy projects for India ... Trina Solar to supply 70Mw of solar panels for Chile project. Delivery starting this month ... Google to invest $145M in 60Mw Sun Edison solar project ... Fed rules/regs took $2T bite out of US econ in '12: NAM. (At least some of that went to companies for pollution equipment, etc. It's not a dead drain, NAM. Or clarify. Is this net econ drain? Or political dribble?) ... Californians support $7.5B water bond 2:1: poll ... Montana lawmakers kept renewable energy standard ... Russia developing array of new nuke, conventional weapons. Tested new IBM.

WEDNESDAY OPEN ... Market down 30/2/3. Volume normal. WTI over $92, Brent over $98. Ukraine reports Russian pullback ... (stock #s in %) KIOR up 47 with volume. MKBY up 47. PSPW up 25. LMRMF up 16. PWDY up 11. SOPW up 9, new high with news .... GERS down 30. AMPD down 26. BSRC down 24. NORX down 20. CNTO down 19. CCTC down 14. XDSL down 11. GTAT, MKTY down 10.

TUESDAY CLOSE ... Market down 97/40/13. Volume a little heavy. WTI over $92, Brent over $99. US NG $3.99. Abadi forming new Iraq cabinet, seeks unity against ISIS. Obama will need billions to fight ISIS. Afghan presidency deadlocked. Greenspan: US construction "dead in the water" ... (stock #s in %) PTOS up 58. MGLT up 25. CNTO up 23. DSTI up 21. PSPW up 20, new high. PWDY up 15. MKTY, NGLPF up 12. AWSL, TMEN up 10. ABAT, LSCG up 9. VOIL up 7, new high with volume. WEST up 1 after hitting new low .... POLR down 60. BLDW down 38 with volume. AEHI, NORX down 33. CBWP down 27. BFRE down 23. CRCL down 21. MDDD down 17. LMRMF down 15. SSOL down 14. AMPD down 13 with volume after hitting new high. UBRG down 13. GTAT down 12 with volume. GSFVF down 11, new low with volume. AMEL down 11. AMLM, XDSL, MMMW down 10. FCEL down 9 with volume after reporting.

CO2 IN ATMOS REACHED RECORD 396 PPM IN '13: UN's WMO. Up 2.9 PPM over '12, largest year increase since '84. CO2 stays in oceans longer than the hundreds of years in air. Current rate of ocean acidification appears unprecedented. Methane in air up .27% in '13 to 1,824 PPB. NOx levels up .25% to 325 PPB ... Arctic sea-ice melt similar to '13 rates ... DOE spending $8B for new microgrid projects ... Solar costs down $.41M/Mw in 1H14. Onshore wind down $.02M/Mw ... Voters skeptical of mandates, favor tax breaks for clean/renewable power, fuel: poll ... Mysterious sea star die-off along US west coast ... Global warming, climate change threatens hundreds of N Am bird species ... Arizona in state of emergency from floods ... Fracking wastewater well ops suspended in Ohio after quake ... Ghana to double crude production by '17. $20B investment next 10 years to develop offshore resources ... 8-9B BOE oil/gas reserves left in N Sea. Potential up to 21B with new discoveries, better tech ... Israel to supply Natl El Power of Jordan with 1.6 TCF of natgas over 15 years ... IMF approved $553M credit to Yemen to help stabilize econ. Militant attacks continue on oil facilities ... Shell made new natgas discovery in Utica Shale in PA ... ~38% of world's shale oil/gas buried under water-stressed regions. (Fracking takes enormous amounts of water.) ... If all world's theoretically recoverable shale gas could be developed, NG supply would expand 47%: World Resources Institute ... Dominion, Duke, 2 other comps JV to build/own 1.5 BCF/d pipeline from Utica, Marcellus to N Carolina ... Brazil launched 1st ethanol-propelled rocket (with liquid ox) ... If US population actually followed USDA dietary guidelines, ate 2K calories/day, GHG emissions would rise 11%: study. 8% of US GHG emissions came from food production in '10 ... Fluor completed 540Mw combined-cycle NG power plant in TX. Replaces 420Mw 40-year-old plant. 30-40% less GHG emissions ... Enviros suing Feds for Keystone XL review documents ... Strange noise shuttered NJ nuke reactor ... India's state of Telangana to hold 500Mw solar auction ... Hitachi Chem began selling wavelength conversion particles that increase solar cell efficiency 2.2% ... Canadian Solar (CSIQ) partnering with Sichuan Development to launch solar investment fund in China. $800M expected to be raised ... Hanwha Solar (HSOL) to supply another 50Mw to Inner Mongolia comp ... LDK Solar started restructuring ... Eilat-Eilot issued 50Mw solar tender in Israel ... EDF Canada sold 12.5% stake in 300Mw wind farm. 10% stake net profit $500K-$1M/year depending on power gen ... John Laing bought 16Mw UK wind project from Infinergy ... Gamesa raised $304M with new shares to expand emerging market wind power ... First Wind OK'd for 206Mw Bingham wind project ... ABB $800M order for subsea power link for offshore wind project.

TUESDAY OPEN ... Market down 77/17/9. Volume slightly light. WTI ~$93, Brent over $99 ... (stock #s in %) DSTI, PSPW up 21. DPSM up 13. NGLPF up 12. BLDW up 11. CERPQ up 10. VOIL up 7, new high .... CRCL down 21. NORX, POLR down 20. UBRG down 17. AMEL, LEXG down 11. XDSL, SPIR down 10. FCEL down 9 with volume, news after reporting.

MONDAY CLOSE ... Dow down 26, Naz up 9, SP down 6. Volume normal. WTI over $93, Brent over $100. US NG $3.87. Shelling resumed in Ukraine over weekend. New EU sanctions on Russia delayed on new ceasefire ... (stock #s in %) POLR up 66. CABN up 46 with volume. AMPD up 31, new high with volume. KIOR up 20. AMLM up 18. ACFN up 16 with news. SSOL up 14. GPRC up 13. CSUN, XDSL up 11. ENSL up 10. VOIL up 1, new high .... LEXG down 26, new low with volume. BLQN down 23. MGLT down 20. PSPW down 19. DPSM down 19, new low. AMEL down 15. GWBU down 14. MMMW down 11. RVLT down 8, new low with volume. LSCG down 5, new low.

WORLD ON COURSE TO OVERSHOOT UN CARBON TARGET: report ... Yale endowment fund asking companies about financial risks of climate change. Looking to avoid investing in those not taking sensible steps to reduce GHG emissions ... First Solar (FSLR), Next Era Energy started construction on $1B 250Mw plant in Nevada. Online in '16 ... Anheuser-Busch switching truck fleet to natgas. (Will Clydesdales switch to organic sustainable hay?) ... Proposed EPA power plant emissions rule won't help carbon capture tech development: MIT researchers ... Sharp selling US solar unit Recurrent Energy. Installed over 300Mw in '13. Over 4.3Gw in development ... Shell CEO says company's returns too low. No longer sufficient crude production or lucrative prospects. Only solution may be to shrink comp ... US natgas inventories still ~15% below 5-year avg. for time of year ... Foreign workers returning to Kurd oil fields ... Very little oil coming out of Libya. Egyptians report some 1,600 armed groups in Libya. (I really hope nutjob terrorists don't get their hands on the oil production bucks.) ... IAEA getting little cooperation in efforts to get at heart of Iran's alleged efforts to build nuke weapons. Iran developing new centrifuges ... Iran's oil minister: the sanctions are crude, illegal; we will keep circumventing them ... Half of Egypt's grid went down last week. Rolling blackouts continue. Fuel shortages. Would take $12B, 5 years to eliminate rolling blackouts ... ISIS-affiliated insurgents in Sinai ... Keystone XL issues now in Nebraska Supreme Court ... Glasspoint Solar - solar equipment for enhanced oil recovery - got $53M finance led by Shell, Oman sovereign fund. To accelerate development of solar-steam generators in Oman. Process costs less than half of natgas systems ... Scot independence "yes" vote may halt work on $23B of clean power investment until questions of subsidies, etc. answered ... NTR seeking equity partners for 150M Euro investment in Europe wind power ... Vestas got 200Mw US turbine order ... Canberra auction for wind power got 1Gw of bids ... Xcel Energy in talks for large-scale solar projects in Minnesota ... Fulcrum got $105M loan guarantee for biojetfuel plant.

MONDAY OPEN ... Dow down 32, Naz up 4, SP down 6. Volume normal. WTI ~$92, Brent under $100. Japan GDP 2Q down 7.1%. Iran a bigger problem than ISIS: Kissinger ... (stock #s in %) POLR up 66. CABN up 33. AMPD up 26. LMRMF up 12 with news. CCGI up 12. XDSL up 11 .... WTWO down 50. PSPW down 37. CNTO, PWDY down 25. BLQN down 23. GWBU down 14. AMEL down 10. RVLT down 5, new low.

ARAB LEAGUE STATES AGREED TO CONFRONT ISIS with "necessary measures" ... ISIS making inroads in south Asia ... Boko Haram seized more towns in northeast Nigeria ... Ebola epidemic needs military effort: Besser ... German official: shariah police won't be tolerated ... Kazakhstan comment from Putin: "not a real country." Rut roh ... US, Georgia expanding defense relationship ... Jordan asking for bids for oil/gas exploration in 2 blocks in northeast ... 14 comps bid in latest west Gulf of Mex lease round. US got $110M. 81 blocks, 433K acres sold ... Nissan LEAF best selling EV in US, world .. India broke ground on thorium nuke plant.

FRIDAY CLOSE ... Market up 67/20/10. Volume catching up to normal. WTI over $93, Brent over $100. US natgas $3.78. Cameron: terrorist threat with Scot independence. Asteroid passing close to Earth on Sunday. Iran supreme leader said to approve military coop with US. NATO approved rapid reaction force. US, S Korea to create military unit to destroy N Korea nukes. US strike killed Somalia militant leader. (O yea. Obama's feckless: Republicans. Got to give Republicans their do.) ... (stock #s in %) PWDY up 42. UBRG, CBWP up 35. CPWY up 33. PSPW up 31. NORX up 27. IFXY up 26. BLDW up 25. NENE up 24 with update, nice turnaround after plummet. CRCL up 20. MMMW up 17. GWBU up 16. OOIL up 15. LSCG up 13. MGLT up 11. ZNNMF, ABAT up 10. EFOI up 1, new high .... AMEL down 39. AMLM, POLR down 25. LEXG down 18. CERPQ down 15. NGLPF down 13. LMRMF down 12. NAMG down 11.

GLOBAL WARMING BOOSTS CHANCES OF MEGADROUGHTS around world that can threaten civilization ... 1 in 5 Americans now affected by drought: report ... Worst drought in 8 decades in state of Sao Paulo, Brazil. Water rationing in 18 cities. Capitol city's main reservoir at 12% of capacity ... Arctic permafrost holds ~2x the carbon as atmos. NSF research reports sunlight boosts conversion of carbon in permafrost to CO2, not bacteria as previously thought. Warming could exacerbate release of CO2 from Arctic waters ... Gulf of Maine waters warming at alarming rates ... Est. 4K bl oil spill into Mexico's San Juan River after oilpipe theft attempt. Slick heading to reservoir outside Monterrey ... "Alarming" amount of arsenic found in groundwater near TX fracking sites ... Syngenta asking EPA to raise tolerance level for bee-killing chem (neonicotinoid) ... Calif blue whales have hit historical pre-whaling numbers. (At least one good story a day.) ... Premiers of Quebec, Ontario to enhance bilateral cooperation on cutting carbon emissions. (Another good one. Yay.) ... Ontario expects to add 3.3Gw new clean power capacity next 18 months. (And on it goes.) ... China's new solar policies promote distributed generation ... US can become world's clean power superpower: Hillary ... Former Treasury Secretary Paulson started climate change program at his think tank to fund research, advocate more aggressive enviro action. 1st initiative in China ... Alterra got C$110M loan for 202Mw wind project in TX, 62Mw hydropower project in BC ... Fuel Cell Energy (FCEL) to accelerate commercial development of solid oxide fuel cell tech with $7.5M contract ... $1.3B tax breaks for Tesla (TSLA) from Nevada for gigabatteryfactory ... Global lithium-ion battery market expected to grow 4x by '20: Frost & Sullivan ...BP may be fined up to $18B for Gulf disaster ... Denmark set new record for wind power use ... 1st phase 18Mw solar project for Permian Basin power ... Oklahoma governor formed committee on fracking-related quakes. Folks want action ... Nova Scotia set to ban fracking ... China's clean power comps face record ($4.6B) bond repayments in 2H14. Sinovel Wind may struggle to meet obligations, using only 20-30% of manufacturing capacity this year. Avg. cap use for global wind turbine industry ~60% ... UK offshore wind capacity set to grow to 11Gw by '20 from 3.7Gw in '13 ... E5 ethanol rollout in Vietnam at 150 stations ... Sasol (S Africa) cleared major hurdle to build US' 1st natgas-to-liquids plant in Louisiana. Army Corps of Engineers OK'd wetlands permit. Est. plant cost $11-14B ... 2 EDF nuke plants in Britain could be out of action until yearend. 2.4Gw total. More stress on grid ... All Earth Renewables started construction on near 5Mw solar to power 12 state govt facilities in Vermont. Dual-axis tracking. Sunpower (SPWR) panels ... SPI Solar (SOPW) bought right to develop, op 30.5Mw of solar projects in UK. Also rights to 50Mw more.

FRIDAY OPEN ... Market down 33/18/5. Volume near average. WTI ~$94, Brent over $101. Ukraine ceasefire. 142K new jobs in Aug: US ... PWDY up 60. CBEH, NORX up 27. BLDW up 25. CRCL, LSCG up 20. GWBU up 16. XDSL, MGLT up 11. AMPD up 10. NENE up 9 with update. EFOI up 1, new high .... WTWO down 50. AMEL down 21. NGLPF down 13. GEVO down 12. AMLM down 10.

THURSDAY CLOSE. Market turned down late on what? Reality? Market down 8/10/3. Volume near recent lower average. WTI over $94, Brent over $101. US natgas $3.80. Ukraine calling ceasefire as Russian tanks advance. Israel hit Syrian army post after "errant" fire in Golan. Chechan leader vowing to crush ISIS after threat. Taliban attacked Afghan intelligence office. What a world ... (stock #s in %) POLR up 300. AMEL up 83 with volume. (On TSLA gigafactory decision?). AMPD up 49 with volume, news. AMLM up 40 with volume. (TSLA?). AWSL up 28. OESX up 24 with volume. ECAU up 18. SPIR up 15. GPRC up 14. VOIL up 12, new high with volume. (New pump and dump?). EWRL up 11. OOIL up 10. ABGB up 4, new high with volume .... PWDY down 30. UBRG down 29 with news. CPWY down 25. NORX down 21. CBEH down 19. CSOL, MGLT down 18. CABN down 17. CBWP, GWBU down 16. LSCG down 16, new low. PTOS down 15. SSOL down 12. ABAT down 11. VSPC down 10. KIOR down 9, new low. RVLT down 4, new low. NENE down 3, new low. GPRE down 1 after new high.

WHEN TERRORISTS TAKE OVER AIRPORTS, SHOULDN'T WE BOMB THE RUNWAYS RIGHT AWAY? ISIS took that Syria air base late last month. Now threatening strikes in Chechnya, Damascus with Russian jets. Libya terrorists took Tripoli airport last month and reportedly moved airliners out. ... Back to rest of world: water wells have begun to run dry in central California ... China, India leaders to skip UN climate summit later this month ... Conventional wisdom about CO2 release from permafrost may be wrong: researchers ... Australia GHG emissions up since carbon tax repeal ... Kentucky Attorney General joining 11 other state AGs fighting proposed EPA power plant emissions rule ... Enviros suing after Kentucky passed new water quality standards for mines ... Tuscan vineyards damaging environment with pesticides: govt report ... Japan going forward with scaled-down whaling program ... Canada beekeepers filed class-action suit against neonicotinoid makers ... Perdue removing nearly all antibiotics from chicken hatcheries ... EPA to target $12M for Lake Erie algal blooms ... Hunters still shooting radioactive boars in German forests ... EU's 131 nuke reactors avg. age 30 years. France's nuke agency to make final decision in '18 or '19 to extend fleet life to 50 years for est. 55B Euros ... Australia to sign uranium export deal with India. Exports to Russia banned until further notice over Ukraine ... Tesla (TSLA) chose Reno, Nevada for battery gigafactory ... Hybrid, EV sales down this year vs. '13: report. BMW EV sales 70% more than Tesla last 4 months ... Solar City (SCTY) to open 20 new ops centers in 7 states ... Sun Edison (SUNE) to supply Chile copper mine with 69.5Mw solar power ... Chevron finalized sale of its clean, renewable power division ... Siemens, partner OK'd to start work on $510M turbine production, installation plant in England. Plans include blade plant ... BayWa bought full rights to 80Mw US wind farm ... BP found grossly negligent in Gulf of Mex disaster ... Costco to pay over $300K for violating Clean Air Act. To install ~$2M of air pollution control tech ... Nigeria oil exports expected to fall to 1.83Mb/d in Oct from 1.94M in Sept ... Water scarcity hindering China shale gas production. Largest resources in world ... POET-DSM started up 20M gal/yr cellulosic ethanol plant in Iowa. 1st commercial-scale plant in US. ~$250M invested. $105M DOE loan guarantee made in '11. Corn cob, stover feedstock. POET plans to produce up to 3.5B gal/yr cellulosic ethanol by '22 through its plants, licensing tech. RFS target 16B gal/yr by '22 ... E15 ethanol reduces cancer, smog, CO2: study. 6.6% less cancer risk vs. E10 ... Protec Fuel opening 28 E15, E85 stations in US south, southeast ... Brazil Senate approved 27.5% ethanol mandate. 25% now. Also increases biodiesel mix to 6% from 5% ... Africa's total power gen capacity 147Gw. About same as Belgium's.

THURSDAY OPEN ... Market up 68/25/9. Volume average. WTI over $94, Brent over $102. ECB cut rates, boosted stimulus. Bank of Japan kept record low rates steady. German factory orders up. 204K new US private jobs in Aug: ADP. Al-Qaeda announced jihad in India ... (stock #s in %) AMPD up 57 with news. AMEL up 44. ECAU up 18. TMEN up 16. LEXG up 13. PSPW, XDSL up 11. VOIL up 7, new high with volume (new possible pump and dump). ABGB up 5, new high. ENPH up 5, new high. GPRE flat, new high .... CABN down 17. GWBU down 16. SSOL, NAMG down 12. PWDY down 10. RVLT down 1, new low.

WEDNESDAY CLOSE ... Dow up 10, Naz down 25, SP down 1. Volume a little above avg. WTI over $95, Brent over $102. US natgas $3.85. France suspended delivery of warship to Russia. $1.5B deal. More ebola deaths than past outbreaks combined ... (stock #s in %) UBRG up 166 with news. CBEH up 49. PWDY up 33. BLQN up 30. AMEL up 28 with volume. MDDD up 27. AMPD up 26 with volume. GWBU up 25. CABN up 21. NORX, SSOL up 16. NGLPF, ALTI up 14. BFRE up 13. LSCG up 12. GPRE up 2, new high .... POLR down 80. IFXY, WTWO down 33. ASPW down 28. AWSL down 22. CPWY down 20. XDSL down 18. CNTO down 16. CSGH down 15. NENE down 13, new low with volume. ASTI, ECAU down 11. LEOM, ZNNMF down 10. RVLT down 5, new low with volume.

WEST US DROUGHT WORSE THAN ANY SINCE 1100s. More area of west in persistent drought last 15 years than in any other 15-year period since 1150s, 1160s ... Despite cooling periods, US northwest steadily warming since 1900: study ... Particulates, ozone, smog coupled with extreme temps more dangerous health threat than each individually: research ... Europe pushing Obama to go for treaty for intl climate agreement ... Food security in Africa at risk from global warming, climate change: report ... Georgia car dealers want Tesla (TSLA) store shuttered for selling too many Teslas ... PG&E should pay $1.4B for San Bruno natgas pipe blast in '10: judges ... Halliburton to pay $1.1B to settle BP Gulf of Mex blowout ... Drillers hit hot pools a mile below Paris to heat homes ... Scientists using bacteria for breakthrough renewable propane ... China to launch world's largest carbon market in '16: official ... Delhi India plans net metering to spur rooftop solar ... Pacific Ethanol (PEIX) bought 5% more ownership in its plants for $6M. Now 96% ownership. 4 plants combined capacity 200M gal/yr ... Austin City Council passed resolution to require Austin Energy to get 60% of its power gen from clean/renewable power in ten years, carbon-free by '30. Wants 600Mw solar by '17. Mandates city support in building 200Mw rooftop solar. TX now has 213Mw solar installed ... Russia, China launched construction of natgas pipe from Siberia to China ... India's main power utility forced to shut down 46% of coal-fired capacity. Insufficient supplies reaching plants ... EPA approved 1st ever underground CO2 storage permits ... Tesla's gigafactory will dwarf lithium-ion battery demand with 50% overcapacity: report ... Report links PA prison cancer deaths to coal ash dump ... National Grid (UK) opened tender for added winter power reserves ... Aventine completed $13.2M upgrade to natgas boilers from coal at IL ethanol plant ... ReneSola to develop 13Mw solar project in England. Online by yearend ... Duke Energy to build, op 110Mw wind farm in TX. 2Mw Vestas turbines. Online in '15 ... LG Electronics N America to supply Borrego Solar with 24Mw of panels through '15 ... Eco Wave Power (Israel) to raise $5M to develop tech, projects. Project pipeline 79Mw ... Wuxi Suntech targeting $2.5B investment in 1Gw of solar in Japan ... RET recommendations threaten survival of Australia's last solar panel maker ... Quebec shelved 450Mw wind tender.

WEDNESDAY OPEN ... Dow up 61, Naz down 1, SP up 4. Volume slightly heavy. WTI over $94, Brent over $101. Ukraine ceasefire hopes ... (stock #s in %) CBEH up 32. BLQN up 30. MDDD up 22. ALTI up 17. AMPD, BFRE up 16. NGLPF up 10. TSLA flat after hitting another new high .... ASPW down 33. XDSL down 18. GERS down 17. CNTO down 16. CSGH, LEOM down 15. ASTI down 14. LMRMF down 10. NENE down 8, another new low.

TUESDAY CLOSE ... Dow down 30, Naz up 18, SP down 1. Volume above avg. WTI over $93, Brent over $100. US natgas $3.92. US airstrikes still hitting ISIS near Mosul dam. Walesa: arming Ukraine could lead to nuclear war. (Too much nuclear war talk flying around.) Ruble hitting record low vs. dollar ... (stock #s in %) WTWO up 50. BSRC up 33. XDSL up 22. DSTI up 18. PTOS up 17. CPWY up 16. PRHL up 10. CDXS up 8, new high. CSIQ up 8 with volume, news. EFOI up 8, new high. NTCXF up 5 with volume, news. TSLA up 5, new high, upgrade, volume, news. ABGB up 1, new high with upgrade. PEIX up 1, new high with news .... MDDD down 28. PWDY, NORX down 25. CABN down 22 with volume. CRCL down 21. GERS down 20. CSOL down 16. LEXG down 14 with volume. ECAU down 14. LSCG down 12, new low with volume. CBWP down 12. CBEH, TMEN down 11. NENE down 6, new low with volume.

PUTIN RAISED NUCLEAR OPTION OVER UKRAINE. (Good God, Vlad. A little suicidal now? Billionaires don't like that kind of talk.) ... Solar World Americas wants stiff new US tariffs against China comps that use, hack proprietary company info ... Global warming could reduce river flows by spurring plant growth: study ... Growing global meat, dairy consumption unsustainable: study ... N Atlantic cod populations continue decline ... Puget Sound orca population down ... EPA staff calling for lower ozone standard ... DOE panel members get consulting cash from labs they oversee ... Conti bought 11Mw of modules from Canadian Solar (CSIQ) ... Coast Guard testing drones for emergency oil spill response ... Global oil production costs growing ~10%/year ... Summit Group (Iowa) to build $140M corn ethanol plant in Brazil ... 25M gal/yr ethanol plant in S Dakota back online. Idle for 18 months. Margins better. Record US corn crop ... China biodiesel demand to double by '17 from '13: report. Up to 2.5M tons/yr (832M gal by my math). Their biodiesel production 1-1.2M tons in '13 with 3.7M capacity. 2.7M more cap proposed or under construction ... Rosneft bought 30% of Norway's North Atlantic Drilling for $4.25B. Rosneft also to use 6 NAD offshore oil rigs until '22. Deals went through despite sanctions ... ORNL experimenting with using discarded tires to make better lithium-ion batteries ... 2.2Mw solar project completed in Samoa ... Inedible crop biofuels need govt mandates: Novozymes. EPA 8 months late on RPS ... Hitachi unit, Etrion to build 24.7Mw, 9.3Mw solar plants in Japan. Part of 300Mw commitment ... Vestas deal to supply 58Mw of wind turbines for EDF Poland project. Online late '15 ... Scottish Equity to invest in ~10 Brit energy efficiency, district heating, small hydropower, heap pump projects with new $306M fund backed by SSE ... Trina Solar bought 90% of power plant developer Yunnan. Yunnan developing 300Mw solar project in Yunnan ... EDP US unit got $33M finance commitment to help build 30Mw solar project in Cal. Online in 4Q. So Cal Ed PPA ... New $100B BRICS bank to focus on sustainable infrastructure ... Jolywood Suzhou Sunwatt (China) raised $62.8M in IPO ... US electrical unions launching net-zero energy training center in LA.

TUESDAY OPEN ... Market up 6/13/-- Volume a little heavy. WTI over $94, Brent over $101. US manufacturing up fastest in 3 years. Ukraine cites 15K Russian troops, rebels ... (stock #s in %) MDDD up 37. BSRC up 33. ASTI up 19 with volume, news. AMPD up 12 with news. PRHL up 10. LSCG up 9. EFOI up 6, new high. NTCXF up 5 with news. TSLA up 3, new high, upgrade. PEIX up 1, new high with news .... CSOL down 31. ENSL down 25. CCTC down 18. PWDY down 15. ECAU down 14 with volume. CBEH down 12. LEXG down 11. GWBU down 10. NENE down 5, new low.

RUSSIAN TROOPS REPORTEDLY MASSACRED Ukraine soldiers waving white flags ... UK has plan to cut off Russia business from rest of world ... Iraq asking UN to examine ISIS attacks on civilians for human rights violations ... Greenland, Antarctic ice sheets melting at unprecedented rate: German research. Both losing ice at 500 cubic kilometers/year. Greenland's at 375. Greenland ice over 2K meters thick on avg. Antarctic bedrock supports 61% of Earth's fresh water. W Antarctic sheet losing ice rapidly, growing in E Antarctic ... Stanford U scientists have water splitter (for hydrogen) that runs on single AAA batt ... China manufacturing slowing. Demand down ... NE Turkey farmers found 2-headed snake.

UKRAINE TROOPS RETREATED FROM LUGARSK AIRPORT after attack by Russian troops. Russian troops moved into key E. Ukraine cities on Monday. Putin urged EU to use "common sense" over new sanctions ... IAEA says Iran has agreed to provide info on nuclear weapons program ... Jordan's exports to Iraq cut off by ISIS at border. To lose $1.2B/year ... Australia study concluded if GHG emissions keep rising any chance of hiatus in global warming - 10 years with no significant warming - drops to virtually zero after '30. Unlikely we get another decade of no warming before '30. Hiatus can be triggered by volcanic eruptions that spew particles into the air, reflect sunlight away from Earth. After '30, though, volcanoes unlikely to cause hiatus ... Sea levels around Antarctica '92-'11 rose 1/3 faster than global avg from high meltwater runoff. Fall in salinity, freshwater less dense. 250-450B tons/yr freshwater influx would explain rise ... In August, Arctic Ocean with at least 15% ice cover. Highest since '06. Also growing thicker over past year. (Well, we had that polar vortex in winter and early summer. Go fig.) ... California trying to curb private drilling for water ... Last hydropower dam (12Mw) removed from river in Olympic Natl Park. Opens full river to salmon, restores fishing rights for Native Nations ... OPEC oil production up to 1-year high in August to 31Mb/d. More from Nigeria, Angola, Sauds. Less from Iran, Venezuela ... 176MCF/d Iran-to-Iraq natgas pipe ready for testing ... India Supreme Court ruled all coal mining licenses issued since '93 illegal. Govt lost up to $31B without competitive bidding. 20% of country's production affected ... Rapid oil production growth in Permian Basin (TX) outrunning ability to get it to markets ... TX Railroad Commission reported TX July oil production avg. 2.15Mb/d, up from 1.68M year ago. June natgas production 602BCF, up 8% on year ... High prices, competition from more efficient diesel engines, lack of NG fueling stations dampening demand for NG-powered trucks. (Looks like T. Bone was just hawking his own interests.) ... Norway still has ~10B bls oil undeveloped. ~6B economic at current prices. Production beyond '15 to be lower than expected from less investment ... Appraisal well in Tanzania yielding 100MCF/d. Supports development of LNG hub ... 2 Japan comps completed 8.2Mw solar project in Japan ... Infigen - Australia wind operator - to focus on US solar amid Australia policy uncertainty ... Suzlon to install up to 400Mw solar in India ... LDK Solar started restructuring.