Friday, October 31, 2014

FRIDAY CLOSE .... Market up 195/64/23. New highs. Volume heavy. WTI over $80, Brent under $86. US natgas $3.89 .... ISIS massacred 600 in Mosul. Jihadists flocking to Iraq, Syria on "unprecedented scale": UN. Russia surprise interest rate increase failed to stem ruble drop. Congo story too horrid to tell .... (stock #s in %) LSCG up 42 with volume. GTATQ up 30. SOPW up 29. BSRC up 23. SRWRF up 21 with news. WTWO up 20. LEXG up 12 with volume. KIOR up 12. PEIX up 11. QTMM, SZYM up 10. FCEL up 10 with volume. AMSC, NTCXF up 9. MXWL up 9 with volume after reporting. CSIQ up 7. SPWR up 7 with volume, news. ABGB, FSLR, SCTY up 5 .... BLDW down 32. GPRC down 23. CDTI down 20 with volume. SWET down 20 with volume. PTOS down 20. ACFN down 18, new low with volume, news. RGSE down 13, new low with volume. BFRE down 5.

UK GREEN BANK MOBILIZING OVER 5B POUNDS FOR CLEAN POWER .... Solar power on track to be as cheap as or cheaper than other power sources in 47 US states in '16 assuming no change in tax credits: Deutsche Bank .... US flood insurance program can't escape mounting debt from past storms .... Dept of Homeland Security holding series of briefings on ongoing cyberthreats to power utility control systems .... Fewer geese migrating south for winter. More staying in Alaska .... Salt poisoning 2K hectares/day of global farmland. Cutting crop yields in some areas up to 70% .... Intl commission failed to approve US-backed Antarctic ocean preserve .... China steel mills temporarily shut down to clear smog .... 10% of Oklahoma quake surge comes from fracking: state scientist. (So. 90% or more coming from what?) .... Solar World Americas (OR) $10M module plant expansion - 380Mw to 530 - on increased demand. 200 more jobs .... Philippines needs to import 200M of 300M liter ethanol blend mandate this year .... 392Mw Ivanpah concentrated solar plant in Cal producing under 40% of projected 1M-plus Mwh/yr. $1.6B DOE loan guarantee. Also using 60% more natgas in aux boilers than projected. Bright Source built it. NRG Energy, Google owners. "Weather has been worse than expected": Bright Source. (Maybe smoke from wildfires?) .... FLS Energy started on 21Mw solar in N. Carolina .... EC 647M euros for Euro power projects. 75M for interconnection, smart grid, natgas storage projects. EC to spend 5.85B euros on power infra through '20 .... Siemens to support 12 Mid American wind farms in Iowa. Over 2.2Gw .... Renewables to be 47% of UK infra spending through '25 ....E.ON planning 27Mw wind farm in Scotland .... Sinovel cut net loss to $71M .... EDP bailed out on Brazil power auctions .... DONG net up 11% YTD .... Onward and upward, pards.

FRIDAY OPEN .... Market up 180/58/18. New indeces highs. Volume heavy. WTI over $80, Brent ~$85. Ukraine, Russia natgas deal. Japan QE. Day 3 of Russia v. NATO over Baltic. UK started paying off WW I debt. Shadow banking $75T .... (stock #s in %) SSOL up 21. WTWO up 20. SOPW up 17. XDSL up 14. VSPC up 13. AXPW up 12. LEXG up 12 with volume. SPIR up 11. QTMM up 10. SPWR up 8 with news .... PSPW down 54. GPRC down 46. PTOS down 19. CDTI down 12.

Thursday, October 30, 2014

THURSDAY CLOSE .... Market up 221/16/12. Normal volume, indeces back near highs. (You know what that means. Neither do I.) WTI under $81, Brent under $86, Gold back under $1,200. US natgas $3.82 .... Israel closed access to dome of the rock mosque. Abbass called it "declaration of war". Israel to reopen site .... Rubel jump .... Sweden recognized Palestinian state .... Merkel to make non-Germans pay for autobahn use .... What a world, kids ....(stock #s in %) CDTI up 132 with volume, news. Really? PTOS up 46. CNTO up 28. LSCG up 18 with volume after new low. SWET up 16. VECO up 13 with volume after reporting. SOPW up 11 with volume. SCTY up 3 .... WSGP down 48. BFRE down 39. NAMG down 32. SSOL down 29 with volume. CSGH down 28. CBEH, LEXG down 25. BWEN down 18 after reporting. CABN down 18, new low with volume. ASPW, PSON down 14. AXPW down 13, new low with volume, news. BOPO down 12 with news. XDSL down 12. GTATQ down 11. CPWY, MKTY, RGSE down 10. QTMM down 9. MMMW down 8.

NATO: "LARGE SCALE" RUSSIA AIR ACTIVITY IN EUROPE AIRSPACE .... Groundwater supplies under world's driest regions nearing point of crisis: NASA scientist .... Shanghai letting Tesla owners register cars for free. Saves $12K each .... Solar Power (SOPW) buying Shanghai's All-Zip Roofing for $54M .... DOE $10M for wave, tidal power tests .... Southern pine beetle detected in NY for first time .... Atmospheric CO2 increased in 3 bursts after last ice age .... Chile passed carbon tax .... Residents evacuated after Ohio frack well explosion .... EPA refinery rule offers "no real benefits at enormous costs": oil industry .... Air tests near fracked wells find carcinogen levels above limits .... Trillions of gallons of drinking water in US lost from crumbling pipes. (Faucet filters, pards. Or house filter.) .... Rail delays putting US east coast refining in jeopardy: Monroe Energy (Delta Airlines.) .... China oil demand Sept 10.35Mb/d. Up 7.4% over '13: Platts. (They buy big and store it when prices drop.) .... Argentina biodiesel exports up 44% on year through Sept .... Green Plains (GPRE) record 3Q ethanol production - 247M gal. Net up 4x to $41.7M .... Nigeria halted licensing of independent power projects except for "good cause" .... Canadian Solar (CSIQ) 3.1Mw solar project for Nicaragua industrial park. Online by yearend .... Axion Power to supply energy storage, frequency regulation for 9.1Mw solar project in Pennsylvania. To sell power to school district .... Brazil increased cap on el rates for hydro, thermal power projects for next month's auction. $67/Mwh (164 reais) for hydro of 50Mw or more. 209 reais for thermal. 137 max for wind, solar .... Sun Ed (SUNE) got 150Mw from Karnatake tender .... EIB 100M euro loan to upgrade Ireland grid .... Denmark expects to install 2.24Gw more wind power by '20 .... Russian court ordered seizure of oligarch's oil stake. (Could call him an oilgarch, Vlad. So what does that make you?) .... Virginia person suing Obama over ISIS airstrikes. Violates Constitution. Yea? Whose Constitution?

THURSDAY OPEN .... Dow up 132, Naz down 18, SP down 1. Volume normal. WTI over $81, Brent over $86 .... US GDP up 3.5% in 3Q. Strikes crippling Germany. NATO fighters intercepted Russian jets: Latvia. Iraqi Peshmerga now in Kobani .... (stock #s in %) CDTI up 73 with volume, news of breakthrough. WTWO up 20. KIOR up 13. LSCG up 13 with volume after hitting new low. SWET up 11. SOPW up 7 with news .... WSGP down 48. BFRE down 38, day 2 of fall. CSGH down 28. NAMG down 26. CABN down 24. BWEN down 19 after reporting. PEIX, PSON down 14. PWDY, XDSL down 12. MGPHF down 11. GEVO down 9. MMMW down 8. NTCXF down 5.

Wednesday, October 29, 2014

WEDNESDAY CLOSE .... Market down 31/15/2. Volume a smidge above normal. Are we looking at a double/triple top? WTI under $82, Brent under $87. US natgas $3.81 .... Fed ended QE as planned. Greenspan sees turmoil. (What up, Benny?) .... Kimmy Jong executed 10 execs for watching soaps, graft .... New wave of graft in Spain .... Ukraine premier snubbed coalition offer, wants to lead talks with Russia .... Pfizer biding US aloha .... Zambia prez dead .... (stock #s in %) WSGP up 95. MGLT up 30. WTWO up 25. ASPW up 16. CPWY, XDSL, DPSM up 14. LYSDY up 11 after hitting new low. SWET, JUHL up 11. MMMW up 9. GPRE up 7 with volume .... DSTI down 44. BFRE down 41, surge over for now. SOPW down 33 back to 50-day lines with volume, news. PTOS down 31. LEXG down 30, new low with volume. PSPW down 28. LSCG down 26, new low with volume. GTATQ down 20. ECAU down 16. CCTC down 12. GERS down 11. USEI down 10, new low. NTCXF down 5. QTMM down 4.

US AIRSTRIKES DESTROYED ISIS "COMMAND NODE" IN SYRIA .... Iraq Kurds bringing anti-tank weapons to Kobani .... German AF intercepted Russian jets over Baltic .... Russia offering US help to service space station after rocket explosion .... New nanoparticle-based material converts 90% of captured light to heat. UC San Diego engineers, funded by DOE Sun Shot .... Southern's carbon capture/storage project delayed 3rd time this year as costs rise .... UK funding approved for climate modeling supercomputer .... USDA $4M to help bees in 5 states .... Minnesota mulling ban on bee-killing pesticide .... Emerging countries installing clean power almost double pace of developed countries .... 75% US voters support tax incentives for biodiesel .... Malaysia biodiesel blend going to 7% in Nov. from 5% .... ~10M gallons oil on Gulf of Mex floor from BP spill .... Samsung, Pattern Energy started building 180Mw wind project in Ontario. C$580M financed. Online end of '15. Siemens 2.3Mw turbines .... Sun Edison (SUNE) MOU with Rajasthan for 5Gw solar. Each project at least 500Mw. Rajasthan wants 25Gw solar in next few years .... SUNE got $130M loan for 69.5Mw Chile solar project. TerraForm Power (TERP) to buy. Online 1Q15 .... Gamesa 66Mw wind project in Jordan. Online early '16 .... At least 250Mw wind power to go online in Philippines in '15 .... Jinko Solar 19Mw Chile solar project. Chile solar installs up to 574Mw this year. 9Mw in '13 .... Brazil hydro dams at avg. 20% of total capacity. Power rationing next year if no rain. Spot el prices up 3x from '13 .... MUFG Union Bank taking $109M equity stake in US wind farm .... EDF, Amundi target 1.5B euros for green asset mgmt fund .... Ethiopian Electric $600M deal for solar plant in Ethiopia.

WEDNESDAY OPEN .... Market flat, mixed. Volume a little heavy. WTI over $82, Brent over $87 .... (stock #s in %) NORX, PWDY, WTWO up 25. EWRL up 16 with volume. CPWY, DPSM up 14. LYSDY up 11 .... PTOS, BFRE down 31. NAMG down 19. DSTI down 18. XDSL down 14. LEXG, ZNNMF down 10.

Tuesday, October 28, 2014

TUESDAY CLOSE .... Market up 187/78/23. Volume normal. All indeces back above 50-day lines. (I guess some leakage of what Fed will say on the morrow.) WTI over $81, Brent over $86 (Told my brother last week I didn't see W falling below $80. Not that I'm a guru or nothin. Just call what I see. Some are saying $70 bottom.) .... Ukraine's largest capital mart shut down as vote fueled rally .... US consumer confidence at 7-yr high .... China angered by US plan for anti-missile system deploy in Japan. (Um, N. Korea?) .... Feds raided multiple marijuana growing ops in Colorado. (Huh. State v. Fed law.) .... US homeownership lowest since '95 .... (stock #s in %) BLQN up 50 on 100 shares. GWBU up 33. IFXY up 31. BSRC up 23. ECAU up 20. SPIR up 17 with news. PSON up 17. XDSL up 16. MKTY up 15. PWDY up 14. MXWL up 13. CLNE up 13 with volume. ASTI up 13 with volume, news. CPWY, HYGS up 12. GPRC up 10. TSLA, ABGB, SZYM up 9. PEIX up 8. FSYS up 8 after new low. ABAT up 8. BWEN up 7. CREE, FSLR up 5. BFRE up 3, new high with volume .... AEHI down 60. BOPO down 34. DSTI down 31. LEXG down 27, new low with volume. MGLT down 23. MMMW down 22. AWSL, WTWO down 20. SWET down 18. LYSDY down 17. EWRL down 16. TMEN, GTATQ down 14. BLDW, DPSM down 12. AXPW down 9, new low with volume. NENE down 8. XSNX down 7. LSCG down 6, new low.

"SEVERE, PERVASIVE, IRREVERSIBLE" IMPACTS ON PEOPLE, SPECIES, 27 ECOSYSTEMS if we continue to pump GHGs into our atmos: pending UN report .... Drop in Amazon "greenness" raising concerns about its future as a carbon sink .... Over 75 national, state, enviro, public health. community groups urging EPA to set stricter standards on toxic air pollution from refineries .... Bunge announced zero-deforestation commitment .... Risk of severe Eurasian winters doubles with global warming .... EPA sent coal ash rule - 4 years in making - to White House .... Majority of Americans see nuke power as climate solution: nuke industry poll .... Big US banks won't finance Great Barrier Reef coal port .... 1st nuke plant restart OK'd by local Japan town .... Gulf of Mex BP spill deposited oil in "mosaic" pattern on Gulf floor: study .... Scientists looking at fetal anomalies' ties to oil/gas drilling .... Floating LNG terminal in Lithuania strong signal for energy independence from Russia. LNG from Statoil. 1st shipment 60MCM. To reach 540MCM/yr - 1/5 Lithuania demand. Lithuania spending $568M on it .... BP earnings down 18% on oil prices .... Mich, Wisc fighting over who pays almost $100M/yr to keep small coal powerplant on Lake Superior shore running .... Shell asking for 5 more years on Alaska Arctic leases .... Weak spots in DOE cyberdefense: IG .... NY utility halfway to completing $1B "hardening" plan .... Ameren moving away from popular energy efficiency program .... Louisiana ethane cracker project to move ahead with higher $8.1B price tag .... Alevo has new batt tech. Retrofitting N. Carolina cigar factory with $1B to make "GridBank" 2Mw batts. Inorganic electrolyte elims risk of combustion, explosion. Massively reduces effects of charging cycles. Up to 40K charges with no signs of increased internal resistance. 1Gw/yr production starts next year. Could reduce up to 30% of energy "waste" on the grid .... Onward and upward, pards.

TUESDAY OPEN .... Market up 51/44/9. Volume slightly light. WTI over $81, Brent under $86. Fed meeting. US durable goods orders down 2nd month in row .... (stock #s in %) GWBU up 33. ASTI up 30 with volume. MKBY up 23, new high. BSRC up 19. LEXG up 11 with news. TSLA up 7 with news of record sales. CREE up 5 on news of new bulb. BFRE up 5, new high. FSLR up 5. SCTY up 4. SUNE up 3 with news. CJES up 1 after new low .... DSTI down 50. MGLT down 23. MMMW, WTWO down 20. TMEN down 16. SSOL, GTATQ, CCTC down 13. WEST down 11, new low. LYSDY, GERS down 11. RGSE down 10, new low.

Monday, October 27, 2014

MONDAY CLOSE .... Dow up 12, Naz up 2, SP down 3. Volume light. WTI over $80, Brent over $85. US natgas $3.74 .... New Brazil prez pledges industry stimulus .... SP 500 rise 5x GDP growth. Recovery is priced in .... (stock #s in %) AEHI up 400. NAMG up 26. CSGH up 21. TMEN up 20. LMRMF up 18 with news. LEOM up 17. UBRG, VSPC, SSOL, IFXY up 15. PRHL up 14 with news. GERS up 12 with news. NTCXF up 7. BFRE up 2 .... WTWO down 44. AQNM down 39. CRCL down 19. BSRC, KIOR, PWDY down 16. ALTI down 13. CBEH, MKBY, DPSM down 12. PSON, GTATQ down 11. SOPW down 10. CJES down 10, new low with volume. CABN down 8, new low with volume after that surge on "news". QTMM down 8. TSLA down 5.

EGYPT STARTED MILITARY OPERATION TO ROOT OUT SINAI INSURGENTS .... Poland to move thousands of troops to East border .... New EU GHG reductions plan to cost 38B euros/yr ... Sao Paulo may be out of water in under 2 weeks .... Arctic ice melt seen doubling risk of harsh EU winter .... Severe '13 US blizzard not linked to climate change: researchers .... Russia inflation 8.5% .... Low-oxygen waters keep scavengers away from carcasses: study .... Growing algae blooms on Florida coasts .... Several comps discovered up to 20M bls in S. England .... Petro China 2.6 BCM target for '15 shale gas production .... Shell substantial discovery of natgas offshore Gabon .... Exxon, Chevron, Shell failed to increase oil/gas production in '13. Spent $500B in previous 5 yrs on development, $120B in '13 .... Producers for American Crude Exports lobby formed .... BNSF $1K surcharge starts Jan 1 for each older tank car that hauls oil. Will add $1.50/bl cost to shipping .... Eni significant natgas find offshore Indonesia .... Marcellus production to hit 16 BCF/d next month. Up near double since '12 .... Natgas home heat in US up 3% since '07 .... CBO: RFS could result in $3-6/gal credits for advanced biofuels .... Canada OK'd tech work for Kinder Morgan $4.8B expansion of Trans Mountain oil pipeline .... Andritz to build 16Mw el, 38Mw heat waste-to-energy plant in Finland. To use 145K tons/yr waste .... Rwanda soon to switch on Africa's 1st peat-fired power plant. $36M 15Mw plant. Cheaper power than hydro, fossil. China comp building. Turk comp building 80Mw peat power plant in Rwanda .... Harvest Power raised $20M for waste-to-energy projects .... Proposed 1.1B Pound transmission link in N. Scotland to enable clean power projects .... Solar Reserve buying Aerojet Rocketdyne concentrated solar biz .... France cutting FIT rates for solar installed in 4Q14 .... Abengoa Yield to offer 200M euro of notes .... Enerkem entering China market with Shanghai Environmental JV.

MONDAY OPEN .... Market down 6/16/7. Volume a little light. WTI under $80, Brent under $85 .... ECB stimulus started with 1.7B Euros bond buy .... Pro-Europe parties big win in Ukraine .... New Brazil president. Stocks tumbling .... Obama exec actions to strengthen US manufacturing .... (stock #s in %) NAMG up 42. SSOL up 25. PWDY up 20. LEXG up 13. LMRMF up 11. MMMW up 5 on news .... WTWO down 22. ALTI down 13. BFRE down 12 with volume, surge over. GTATQ, MKBY down 12. LYSDY, PSON, KIOR down 11. CJES down 9, new low. SOPW down 9.

Sunday, October 26, 2014

IRAQ FORCES RETOOK 4 VILLAGES FROM ISIS .... Over 800 killed in 40-day fight over Kobani. More ISIS than Kurds. Peshmerga still in Turkey. Kurds still repelling ISIS attacks .... Airstrikes costing US ~$10M/day .... Massachusetts public school teacher reportedly teaching "no God but Allah". (Um, that's just plain un-American. All religion should be taught equally.) .... 25 Euro banks failed stress test .... Sauds produced 9.7Mb/d in Sept, up from under 9.6 in Aug. Speculation they may be trying to shake marginal US shale production out of market. ~1/3 of US wells unprofitable @ $80 .... Iran needs $150 oil for breakeven budget. Russia $100, loses ~$2B/yr every dollar below .... 2nd round Brazil presidential voting today. Corruption at Petrobras big issue .... Shell sold all Nigerian oil assets it put up for sale .... Chesapeake selling S. Marcellus, some of WV Utica assets to Southwestern Energy for $5.38B. (I bet that .08 went to the dealmakers, top execs. I bet that's how that works.) 413K acres, 1.5K wells .... Germany's Euro Energy Exchange taking majority stake in France's Powernext Jan 1 .... Oryx Petroleum bought 85% stake offshore Senegal, Guinea .... Encana buying Athion Energy (TX) for $7.1B cash, assumed debt. 140K acres Midland Basin. 30K BOE/d in production, 80% liquids .... UK blocked $6.5B oil/gas buy by Russian due to sanctions. Russian-owned N. Sea assets, though, seem safe .... GDF Suez, BP new oil discovery in N. Sea. GDF's 3rd discovery this year ....Exxon investing $1B in Belgian refinery upgrade despite poor margins due to EU green energy rules that cut oil demand .... Genel Energy, partners discovered off Morocco .... Kurds announced another light oil discovery in their region by Brit comp .... President Energy (UK) made 1st light oil discovery in Paraguay Chaco Basin .... BOEM to offer 44M acres offshore LA, MS, AL for oil/gas development in March. 7th offshore sale under Outer Continental Shelf program for '12-'17. This lease should yield 460-894M bls, 1.9-3.9 TCF .... Kuwait urging Gulf reforms with oil price plunge .... NPR gutted enviro, climate reporting team. (Huh.) .... Islamic extremist population growing in Germany .... Python first-ever virgin birth. (Good Halloween story, A?) .... Tripoli streets under ISIS fire ....Biggest solar sunspot in 24 years .... Ruble at all-time low. (Really?) .... Putin warning world order may collapse. (What order? And WHO is disrupting it, Vlad?) .... Onward and upwards, pards.

Saturday, October 25, 2014

TURKEY SAYING PESHMERGA - OVER 1K FIGHTERS - YET TO CROSS OVER TO SYRIA AT KOBANI. ISIS holding border with mortars, machine guns ..... US airstrikes at Kobani, Mosul Dam. Kurds retook Zomar. ISIS renewed attacks south of Baghdad to stop Shia pilgrameges to Najaf, Karbala. ISIS planted flag again on hill over Koboni. Airstrikes took it out. Iraq forces took a town from ISIS. Iraq AF step-up .... Zumar has ISIS supply line. Peshmerga advanced from 5 directions. Zumar overrun early in ISIS summer assault. Prompted coalition airstrikes.

FRIDAY CLOSE .... Market up 127/30/13. Volume slightly light. Indeces back to top lines (50-days). WTI ~$81, Brent over $86. US natgas $3.74 .... UK growth down .... US workers back to earning what they were before Great Recession .... Putin accusing US of blackmail, weakening global order. (Um, exactly what he's doing.) .... (stock #s in %) BFRE up 78, new high with volume, day 2 of surge. DSTI up 60. LEXG up 40 with volume. SWET up 38. BOPO up 26, up 12x on year. AWSL up 25. ZNNMF up 14. MMMW, TMEN up 11. SOPW up 5, new high with volume .... AEHI down 66. CSGH down 29. AXPW down 24, new low with volume. NAMG down 16. XDSL down 14. UBRG down 13. PRHL, FNVRF down 12. NTCXF, LEOM, GERS down 11. GPRC, KIOR down 10. CCGI down 9, new low with volume. LMRMF down 9. CBEH down 4, up 12x on year.

Friday, October 24, 2014

AT LEAST 40% GHG EMISSIONS CUT BY '30: EU PACT. From '90 levels. Target at least 27% clean/renewable power by EU, not individual countries. 27% increase in energy efficiency non-binding .... New Yorkers overwhelmingly support fracking moratorium, clean power: poll .... CO2 emissions from US power producers down 15% last 8 years .... 1/3 of global deforestation driven by intl trade: report .... LA suburb declared water emergency .... Oregon city plans to divest fossil fuel investments .... Sacramento agency revoked crude-by-rail permit .... HSBC joining Virgin Atlantic, Lanza Tech to develop low carbon jet fuel. Captures waste gases from steel mills, ferments it, chemically converts it to jetfuel. Flight within a year. Est. 1/2 carbon footprint v. fossil fuel. Process can work in 65% of world's steel mills. Cost comparable to fossil fuel, no engine mods needed .... Drought cut Brazil sugarcane harvest ~10%. Forced to import ethanol earlier than normal .... Sept US ethanol production lowest in 6 months .... BlueFire (BFRE) LOI from China Ex-Im Bank for up to $270M loan for Miss. project. (Stock has zoomed last 2 days.) .... Norwegian researchers producing biocrude from kelp .... Bio-based materials, chems could see $974M investment this year. Up 28% from '13 .... EU's biofuel supply chain sector demands '30 blending targets. (Um, the convention has gone home.) .... Norway researchers using less expensive raw materials (silicon) in smaller amounts with fewer production steps to lower cost of solar panels. Using silicon 1K x less pure, stretching silicon fibers coated in glass. Working with Clemson U. colleagues .... Canadian Solar (CSIQ) LOI for 200Mw solar project in China county with CNY2B investment .... Chevrolet partnering with 6 US universities to buy, retire their carbon credits from reducing GHG emissions .... DOE $53M to drive innovation, cut cost of solar. 40 projects .... NRG Energy completed 6.4Mw rooftop solar on MGM's Vegas Mandalay Bay Casino. Plans to build 2Mw more on convention center expansion .... Masdar (UAE) signed on to build 50Mw wind farm in Oman (Oman's 1st) for ~$125-200M. Online early '17 .... Atlantis Resources raised $8M from stock sale toward tidal power plant in Scotland. 1st phase ~86Mw. (They're going to need closer to $1B.) .... Wuxi Suntech (Shunfeng unit) to almost double solar module shipments this year - 1.5Gw - over '13 .... Southern buying 150Mw Cal solar project from First Solar (FSLR). Online this quarter. San Diego G&E PPA .... Greencoat UK Wind raised 125M Pounds .... Energy Development corp secured $315M for 150Mw wind farm .... Quantum 39Mw wind project approval upheld .... Quebec wind tender submission deadline delayed .... Pacific Ocean warmer than usual. But El Nino projected to be weak .... Australia, Indonesia, S Korea skipped launch of Asia "World Bank". China, 20 others in .... Boeing selling parts to Iran Air. 1st time since '79. (What's up with that?) .... Al Qaeda leader pleading ISIS spare American hostage .... (Have a good, safe, happy weekend, pards.)

FRIDAY OPEN .... Market up 36/12/3. Volume normal. WTI over $80, Brent over $85 .... Iraq officials say ISIS used chlorine gas .... Japan volcano activity near nuke power plant .... Ebola now in Mali, NYC .... (stock #s in %) BFRE up another 66, new high with volume on yesterday's news. ZNNMF up 19. MXWL up 14 after reporting loss. XDSL up 14. SOPW up 10, another new high with yesterday's news .... AEHI down 66. CSGH down 24. AXPW down 17 with news. GPRC down 12.

Thursday, October 23, 2014

THURSDAY CLOSE .... Market up 216/70/23. Volume normal. Naz back to top 50-day line. WTI over $81, Brent over $86. US natgas $3.81. Soros: Russia in Ukraine threatens EU existence. US inflation shy of goal can keep interest rates low. Cameron shamed EU for spending less than Ikea on Ebola crisis. Earth hit by 2 asteroids 458M years ago. (Are we due?) .... (Stock #s in %) BFRE up 307, new high with volume, news. NAMG up 63 with volume. PWDY up 56. AEHI up 50. BLDW up 46. CSGH up 45. TMEN up 38. LMRMF up 32. KIOR up 26. LEOM up 18. CCTC up 17. PTOS up 16. CABN up 16 with volume (recent news). FNVRF up 13. WTWO up 12. SOPW up 12, new high with volume, news. VSPC up 11. LEXG up 10 with news. DPSM up 9. CREE up 7 with volume, news after yesterday's plunge .... POLR down 50. LYSDY down 29 with volume. IFXY down 27. SSOL down 22. HYSR, CBEH down 16. CNTO, GWBU, ASPW down 14. SWET down 13 with volume. LSCG down 12, new low. ZNNMF down 12. USEI down 10. CLNT down 7, new low. VOIL down 3.

ISIS CAPTURED ANBAR VILLAGE after weeks of fighting. Small Iraq military unit evac'd with tribal leaders before fall. ISIS also tightening siege on Yazidi mountain in north Iraq. As Kobani continues. (Time for world to step it up.)

SAUDS CUT SUPPLY OF OIL TO MARKET LAST MONTH .... China buying less oil from Sauds as cheaper options emerge. (We hope not blackmarket oil from ISIS.) .... Coke, Philips, Shell, other major comps calling for Europe emissions reduction target of at least 40% for '30. Also to impose legally binding deployment targets for clean techs .... Green bond issues to hit $100B next year: CBI .... Study links autism disorders to air pollution exposure .... Energy efficiency grew across US in '13 .... Brazil to protect 1.65M acres of Amazon forest .... Pacific Ocean approaching El Nino conditions: NOAA .... India discontinued price subsidies for diesel fuel .... Urban Air Initiative says computer model used by states to assess mobile source emissions seriously flawed .... DOE updated emissions, energy accounting tools for transportation sector .... US appeals court again denied standing for API, EPG in attempt to keep E15 from reaching market .... MIT, Saud researchers found economic solution to cleaning out biggest pollutant - salt - from fracking sites .... Uzbekistan tender for 100Mw solar project in Samarkand. $110M loan from Asia Development Bank. Online in '19. Uzbek clean/renewable power target 21% by '31 .... sPower broke ground on 7Mw solar plant in Cal. Online by yearend. First Solar (FSLR) equipment. PPA from S Cal Ed .... China on-grid installed wind power cap 100Gw by yearend. Wind to supply 2.5% of total power gen this year. Was .38% in '08. Est. 200Gw by '20 .... EIA commended EPA for rule to limit, eliminate in 5 years HCFC production in US. They damage ozone layer, contribute to global warming. (Will force users to efficiencize, recycle. Though more likely they will buy virgin HCFCs offshore.) .... Ansell completed 12.5Mw biomass boiler in Sri Lanka .... Stion advancements to their CIGS thin-film solar modules made in US. Deliver up to 10% more power than conventional crystalline silicon modules with same power rating .... SPI Solar (SOPW), Guodian to develop 1.5Gw solar in China. 500Mw/year through '17 .... Sun Edison (SUNE) closed Deutsche Bank finance for 26Mw Cal solar project. Online 1Q15. Also completed 1.7Mw rooftop solar .... China cut offshore wind power target to 10Gw by '20 .... Sonoma Clean Power got PPAs for 50Mw geothermal power, 40Mw solar .... Sky Solar (China) plans $172M IPO on Naz .... Toshiba won 100Mw power storage system order .... Australia's largest wind tower maker cut 100 jobs amid policy uncertainty .... US solar industry est. to install 20Gw next 2 years. (But tax credit comes up end of '15.) .... Clean Energy Collective getting $700K from DOE Sun Shot to develop, implement National Community Solar Platform on web .... S Carolina supreme court declined to halt el rate increase to cover nuke power plant project costs.

THURSDAY OPEN .... Market up 257/73/27. Volume slightly light. WTI over $81, Brent over $86. US leading indicators up .8%. Europe manufacturing up. China manufacturing up .... (stock #s in %) BFRE up 167 with news, volume. NAMG up 104 with volume. WSGP up 95. LMRMF up 32. WTWO up 25. TMEN up 15. XDSL up 14. SOPW up 10, new high with news. VOIL up 6. MMMW up 5. CREE up 5 with news .... PTOS down 29. LYSDY down 25. CNTO down 22. CBEH, ECAU down 20. ASPW, GWBU down 14. MKTY down 10. LSCG down 4, new low. CLNT down 2, new low.

Wednesday, October 22, 2014

WEDNESDAY CLOSE .... Market down 153/36/14. Volume normal. Naz rejected by 50-day lines. WTI down to above $80, Brent over $84. US natgas $3.83. Iran nuke deal unlikely by Nov: French envoy .... Ebola fight along colonial-era lines in W. Africa .... UNC academic fraud for athletes. (Well, we did not know that ever occurred at any university. Yea, and we're all lying to each other about it.) .... (stock #s in %) DPSM up 41. LYSDY up 30. CNTO up 29. CRCL, ECAU up 25. CBEH up 25, up 15x on year. BBLU up 17 with volume. USEI up 17. WTWO up 14. CSGH, CCTC up 13. FNVRF up 12. LEXG up 11. ABAT up 11 with volume. WWPW up 10. MMMW up 9. SOPW up 8, new high. VOIL up 7. QTMM up 4 .... DSTI down 37. NORX down 33. BLQN down 25. BSRC down 22. BFRE down 20. CREE down 17, new low with volume after reporting, downgrades, etc. IFXY down 16, new low. CABN down 13 with volume. ASPW, GWBU, XDSL down 12. NGLPF down 11. HYSR, GERS down 10.

SHOOTING IN CANADA PARLIAMENT. 2 DEAD .... Ukraine intel seized arms cache, uncovered "Russian" plot to attack Kiev .... Russian military plane violated Estonia airspace. (What the hell, Vlad?) .... Syria shot down 2 of 3 ISIS MiG warplanes said Syria .... China moon mission launches tomorrow .... 2 Liberians in Ebola quarantine in Chicago .... And now for your enjoyment: news of energy, environment, climate, et al .... Geostellar - cost comparison site for solar panels - program to have companies perk employees with home solar systems at rates way less than US avg. cost. To include options for friends, families in US, parts of Canada. Cisco, 3M, Kimberly-Clark, National Geo among comps signed up .... Michigan to ban Tesla direct sales. (G, Detroit is that scared? Or are the politicians that well paid off?) .... Property insurance near oceans around world harder and harder to find. (And you know this site seldom uses the word "and".) Under 1/3 of $116B in '13 worldwide losses from weather-related disasters covered by insurance .... Most insurers with at least $1T in coverage neglect to consider impacts of global warming climate change on their biz. (Well, that's Neanderthal wisdom for ye.) .... World's 3K top public comps causing ~$1.5T/yr enviro damage from GHG emissions: '11 UN report .... Georgia's utility regulators will do whatever they can to fight EPA proposed power plant emissions rule. (Neanderthal DNA check. Mated with Cro-Magnon in 50K B.C. in today's nuze.) .... Oil shale boom areas of N Dakota, Texas leaked ~10% of natgas production to atmos '06-'11 .... Mayor: NYC Sandy rebuild program back on track .... NY Green Bank steering $800M to 7 clean power projects .... Global warming climate change pushing Haiti coffee growers to higher grounds .... NRC chairwoman to step down at yearend .... Appeals court backed EPA on regional haze (ozone) program .... EPA sued over '14 RFS documents .... Ford to rollout all-aluminum truck in Dec .... Fed project to collect data on farm conservation practices .... Low salamander populations linked to mountaintop coal mining: study .... Nevada PUC to probe smart meter fires .... SEIA launched new campaign to extend US solar investment tax credit. Set to be reduced from 30% to 10% in '16 .... Enphase (ENPH) unveiled new energy management system with integrated power storage. Available 3Q15 .... Vestas plans China wind power push with new models, component content .... LDK Solar filed bankruptcy in US court .... Exxon 2-year research with Iowa State to explore fast pyrolysis as a biofuel tech .... Global cellulosic ethanol industry to grow at 53.3% CAGR '13-'18: analysis .... Statoil hit N. Sea (offshore Norway) oil bonanza in abandoned field. 10x more found in well than in '92. 30-80M bls recoverable .... LBNL scientists working on magnesium-ion batts. Double the el charge of lithium-ion. Cheaper, less prone to overheating .... Envision Solar (EVSI) got over $2M in new orders .... Wind power provided record 24% of UK power on Sunday .... GM installing 2.2Mw solar at Lordstown plant. Online by yearend. Will be GM's largest solar plant in W. hemisphere .... IFC to invest $20M in 100Mw wind power project in Kenya .... China Greatwall to spend over $87M on solar projects. Building 60Mw .... Sun Edison (SUNE) to supply 17.7Mw for public agencies at over 30 sites in Cal. All online by end of '15 .... Boeing, Commercial Aircraft (China) started demo plant to convert waste cooking oil into jet fuel. Up to 500M gal/yr may be produced in China .... Energy efficiency globally could remove equivalent of Europe's power use from world grids: IEA .... Solartec (Mexico) to invest $31M in US solar module factory .... NHPC plans 50Mw $65M solar plant in India's Uttar Pradesh .... DOE to spend up to $14M dough to apply landscape design to bioenergy. (Really?!) .... DOD integrating global warming climate change into all ops. Happy Wednesday, pards. Onward and what? Upward.

WEDNESDAY OPEN .... Market up 9/8/4. Volume slightly light. WTI ~$82, Brent over $86. US consumer prices up .1% .... No natgas deal with Ukraine, Russia. Maybe next week .... 250K Ebola vaccines ready by May: J & J .... (stock #s in %) BBLU up 35 with volume. DPSM up 21. ABAT up 11. MMMW up 9. VOIL up 8 (maybe they are for real) .... NGLPF down 22. GERS down 20. NAMG down 17. CBEH down 16. CREE down 13, new low with volume after reporting, downgrades. CREG down 3, new low with volume.

Tuesday, October 21, 2014

US CORPORATE TAX RATE SHOULD BE LOWEST IN WORLD .... And inheritance tax is double taxation. Get rid of it. Can our government get it right? .... No rehearing for NY town opposed to FERC-approved NG compressor station .... DOE laying undersea cables to Europe for "ultra-fast" climate data .... Oversight lagging for household items claiming to be "organic" .... Fisheries want "organic" label for ocean fish farms .... La. inspectors indicted for fake samples in wake of brain-eating amoeba scare .... Driller contained ND oil well spill after 2 days .... Indo-US Advanced Bioenergy Consortium for 2nd gen biofuels launched with $2.5M .... EPA wants to add biogas, landfill gas to cellulosic biofuels definition .... 2 nuke power plants in England offline since summer coming back online soon at 75-80% capacity to limit risk of cracks in boilers .... Washington State U, PNNL researchers combining iron, palladium for new catalyst to lower cost of biofuels production. Oxygen has to be removed for energy density .... U of Washington engineers designed nuke fusion reactor that could rival costs of coal power. Drives el currents into plasma. To present at IAEA Fusion Energy Conference this week in St. Petersburg (Russia). No need for superconduction for mag field. ~ 1/10th cost of ITER, 5x the output. 1Gw plant could cost $2.7B. Coal plant $2.8B .... Kenya turned on world record 140Mw geothermal power plant. Will reduce country's el costs 30%. 2nd 140Mw plant online in Dec. Will reduce el costs up to 50% .... 2.1Gw combined cycle NG plant being built in Saudi Arabia. Online in '17 .... Protesters demanding end to World Bank finance for coal power .... Suzlon got 150Mw wind turbine supply orders in India .... Hannon (HASI) new $144M investment in 10 operating wind farms - 1.2Gw. Raised $115M debt .... NJR unit buying 48Mw Kansas wind project from OwnEnergy for $85M. Online 3Q15. Yahoo to buy 1/2 of power .... Hanwha (HSOL) supplying 17Mw for 3 N. Carolina solar projects. All online by yearend .... Starwood buying 250Mw wind project in Ohio from Trishe. 1st 100Mw online late '15 .... Air France, KLM to fly weekly biofuel route .... Clean energy public markets activity up 13% in 3Q .... NY approved $117M energy efficiency program .... OPTT to install power buoy off NJ coast in 1Q15 .... Venezuela now importing light crude .... US mortgage rates now 2.88% with no points .... Chagas disease from "kissing bugs" moving into US from Latin Am. Fever, fatigue, body aches, headaches early symptoms. Leads to cardiac arrest, megacolon. 300K infected in US. Leave bites, fecal matter around mouth .... A wonderful world, A, pards? Onward and upward.

TUESDAY CLOSE .... Market up 215/103/37. Volume normal. Naz back to bottom 50-day line. WTI over $82, Brent over $86. US natgas $3.87 .... Markets up on ECB stimulus. Markets just need $200B/Q from central banks. (Huh, if only we knew.) .... Iraq Kurds sent fighters in hours to Kobani .... (stock #s in %) DSTI up 166. HYSR up 69 with volume, news. CRGE up 53. NORX up 50. BSRC up 29. WEST up 25. NAMG up 22. NTCXF, SRWRF up 18. NGLPF, KIOR up 17. CABN up 15. XDSL up 14. ASTI up 12. CLNE up 12 after hitting new low. ENPH up 12 with news. OOIL up 11 with volume. VOIL up 11. ABAT, OPTT up 10. ABGB up 8. SUNE up 6 with volume .... BBLU down 50, new low with volume, news. TMEN down 42, new low with volume. WTWO down 30. CRCL, ECAU down 20. LEXG down 15. MKTY, FNVRF, AMLM down 14. UBRG down 11. LMRMF down 10.

ISIS SEIZED US WEAPONS MEANT FOR KURDS IN KOBANI. (Not a good drop, pards.) .... Syria made over 200 airstrikes in last 36 hours .... An ISIS-run city: water available for 2 hrs/day .... NATO intercepted Russian jets over Baltic twice in last 2 days. (Putin bringing back cold war, seems to me. His favorite time of all. Screw'm.) .... BP to restart N. Sea natgas field half-owned by Iran. Shut down 4 years ago by sanctions. Iran revenues will be held until sanctions lifted .... New mega oilfield in Caspian won't come back online until at least '16. New pipes need to be built .... Canada estimates Gulf of St. Lawrence holds up to 1.5B bls oil, 39 TCF natgas .... Marcellus may provide 25% US natgas supply by '20 .... Europe debating if more energy efficiency, clean/renewable power can ease natgas crunch .... New Zealand global climate plan to face Europe energy conference scrutiny this week .... Alaska legislators slamming US climate change agenda with Arctic Council .... Old Cal sequoias showing drought stress. (Will somebody please water them?) .... EPA IG rejected GOP demand to end fracking inquiry .... TX LNG export project cleared for construction .... EC analysis concludes building clean power costs close to fossil, nuke. Probably same considering climate, health, enviro costs .... Total EU power subsidies (sans transport fuels) 120-140B Euros in '12 (28 countries). Most for clean power, but over 15B Euro for coal, NG. Onshore wind very close to coal's 75 Euro/Mwh. Nuke, NG ~100 Euro. Solar 100-115 Euro depending on install size .... EWEA puts onshore wind costs, including climate, health, enviro costs/benefits, at 105 Euro/Mwh. Nuke at 135. NG 164. Coal 162-233. Offshore wind 186 .... States, enviros slamming EPA in court over ozone limits. (Conventional wisdom: if you're attacked by both sides you probably have a compromise.) .... DOE, EPA kept dozens of employees on paid leave: GAO .... Prozac hinders birds' appetites, libidos: study. (I didn't know birds are depressed.)

TUESDAY OPEN .... Market up 93/66/21. Volume light. Dow last index back to 200-day lines. WTI over $83, Brent over $85 .... (stock #s in %) HYSR up 63 with volume, news. GERS up 35. MDDD up 20. ASTI up 16 with news. NGLPF up 16. NTCXF up 13 more. GEVO up 12. ENPH up 10 with news .... SWET down 21. CRCL down 20. LEXG down 17 with news. AMLM down 15. ASPW, CBEH down 12. WEST, MMMW down 10.

Monday, October 20, 2014

MONDAY CLOSE .... Market up 19/57/17. Volume normal. Naz over 200-day lines. WTI over $82, Brent over $85. US natgas $3.85 .... ISIS reportedly making $800M/yr from oil sales. (Still?! .... Hit their dam oil assets! And those airports they're reportedly flying MiGs off of! Get fracking serious!) .... Solar firms got $326M in 3Q VC funding. (Wow. G, big bucks, huh?) .... (stock #s in %) NTCXF up 34 on news. NORX, BLQN up 33. AQNM up 27. LEDS up 21. PTOS up 20. WEST up 19 with patent news. EVSI up 18. PRHL up 14. DPSM up 13. XSNX, NGLPF up 12. TERP, LEXG, WTWO up 11. SWET up 10 with news. VOIL up 10 on swingbackup .... CGYV down 50, new low. WSGP down 31. CNTO down 24. PWDY down 20. BSRC down 19. NAMG down 18. ECAU down 16. FNVRF down 14. GERS, WWPW down 13. XDSL down 12. LYSDY down 11. TMEN, CSGH down 10.

ISIS BACK TO TERRORIZING YAZIDIS. Took 2 towns .... Russia warning US of "prolonged" cold relations. (O, wah. Grow up, Vlad.) .... New Russia-Ukraine natgas contract expected to be signed Tuesday. IMF might loan Ukraine $3.1B to pay Gazprom debt .... Moscow signed some 40 economic agreements with Beijing last week .... EPA public comment period closed for power plant emissions proposal. (My peeps and I would just like to say ...) .... EPA issued final rule for ending US production of ozone-depleting chems by '20 .... BLM to accept bids next month on ~25M tons of coal buried under W. Va .... US new leader of Intl Arctic Council .... US should focus on carbon soot, methane emissions at Arctic Council: study .... Southern US birds flying north. Expert fears "competitive interactions" .... Carmakers, utility research group unveiled new EV charging software .... Calif drought likely to continue through winter: experts .... Pacific Islanders blockading world's largest coal harbor. Calling for more climate action .... Peru's glaciers shrinking. Peru govt blames global warming climate change inaction .... Alaska moved to reclaim part of ANWR from fed govt .... UK Green Bank set to draw offshore wind investors to $1.6B fund by end of 1Q15. UK has 3.6Gw offshore wind now, more than rest of world combined. Bank has 3.8B Pounds seed capital. Invested $1.4B so far .... US crude exports could trigger lower gasoline prices: GAO. (They didn't say where.) .... Coho Salmon returning to Idaho river after almost 2 decades' "extinction" .... White rhino died. 6 still alive .... Months-long cleanup ahead for La. oil spill .... China trial logging ban in northern province .... India air index to flag unhealthy pollution levels .... China seems to be taking advantage of lower oil prices to bolster strategic reserves .... 4% of shale oil production needs prices above $80/bl to break even: EIA .... Norwegians building new oil pipeline from Iraq Kurdistan to Turkey. Completion expected by yearend .... Oil expert: over 1/2 world's biggest oil projects require $120/bl oil to make profit .... Missing Link Tech (TX) awarded 4 patents for algae biomass tech. Deep water growth, harvesting, oils extraction, biocrude extraction .... Ethanol comps supporting Brazil presidential opposition candidate .... Kyrgyzstan looking to alt fuels ahead of looming winter fuel shortages .... US utilities facing fuel shortage problems this winter. Rail trying to move oil, grain, everything else at same time. (My brother says trains sitting idle because of labor shortage. Workers don't want to be on call over weekends or all the time. $25/hr. New rules may allow 1 engineer/train so they could raise wages.) .... Oak Ridge Lab developing lighter, stronger, more efficient power inverter for EVs. Silicon carbide semiconductors .... EIB 85M Euro loan for expanding wind power in Lower Austria .... ACME Solar (India) $134M of loans from IFC, ADB for 200Mw of projects '14-'16 .... L.A. sued by 2 comps after rejection of solar plan .... US added 419Mw wind power 3Q14. 1st 9 months surpassed all of '13: 19 projects added 1.25Gw. 105 projects totaling over 13.6Gw under development in 21 states. 62.3Gw wind power now in US .... 48.6Mw Uruguay wind project to get $42M IADB loan. Vestas turbines .... China wind power service market seen surging to $3B/yr by '20. Up 6x from now. $16B '15-'22 with wind powgen doubling to 250Gw. By '20, 187Gw to be out of warranty .... Prudential may invest up to 100M Pounds in 1B Pound, 320Mw UK tidal power project .... Clean energy project finance commitments up 17% 3Q14 .... Sweden natl pension fund 2 exited 91M Euros of fossil fuel investment.

MONDAY OPEN .... Dow down 28, Naz up 29, SP up 7. Volume slightly light. WTI over $82, Brent over $84 .... US air-dropped weapons, supplies into Kobani for Kurds. Turkey allowing Iraq Kurds into Kobani. Australia sending special forces to Iraq .... Russia credit rating nearing junk status .... IMF cut Africa growth forecast. Nigeria free of Ebola. Front-line Ebola doctors at breaking point .... (stock #s in %) NTCXF up 27 with volume, news. WTWO up 22. WEST up 20 with volume, news. EVSI up 18. LEDS up 15. LYSDY up 11. TERP up 9. SUNE up 6. SOPW up 5, new high. SCTY up 3 .... BSRC, FNVRF down 19. CBEH, IFXY down 16. LEXG, WWPW down 13. MKBY, XDSL down 12. MMMW down 11. CLNT down 3, new low. LSCG down 2, new low.

Saturday, October 18, 2014

LEBANON PULLED INTO WAR WITH ISIS .... "Foreign underwater activity" reported in Sweden .... Kuwait predicted oil price fall to $76 before winter .... Oil/gas makes up 70% of Russia exports, half of budget .... US govt spending $22B/yr on global warming climate change solutions .... Tornadoes in US touching down in clusters more often than 50 years ago: study. On some days over 30 tornadoes. But fewer days that tornadoes occur since '70's, from 150 to 100. No evidence yet that global warming climate change influences .... N Dakota well leaking oil, natgas, water.

GLOBAL OIL SURPLUS TO DISAPPEAR GRADUALLY NEXT YEAR: IEA .... Last Jan's deep freeze in US left some natgas power plants in northeast unable to secure fuel when needed most. Triggered rise in power prices. Out west, low coal supplies from reduced rail deliveries .... Mich coal power plant plans switch to natgas .... FERC lowered power transmission rates in New England .... Almond, bee industries joining on bee death problem .... Chem linked to bee death offers "little or no benefit" for soybeans: EPA .... Skyonic Corp (Austin) to open $125M factory to capture CO2 from cement making, use it to make sodium bicarbonate, hydrochloric acid. To capture 83K tons/yr, save up to 220K more by not making those chems from tech that emits CO2. Skyonic tech also works for power plants. $28M from DOE .... Yucca Mountain now deemed safe for nuke waste storage .... US Forest Service studying wildfire risks to US watersheds .... France wants US to pledge more than $1B to "green fund" for developing nations .... Researchers improved vital component in EVs using 3D printing .... Scientists looking at how to track impacts of offshore wind turbines .... EU carbon permits to double by '20 .... UK migratory bird populations have declined sharply: survey .... Google advertising revs now double all of US newspapers .... BLM director invited protesting ranchers to coffee .... Montana opted to keep bison in state .... Tornadoes come in swarms: study .... Bay Area board OK'd plan to cut refinery emissions .... Sun Edison (SUNE) in talks for $2B polysilicon plant in China .... DuPont, Ethanol Europe Renewables to build 100M liter/yr cellulosic ethanol plant in Macedonia .... Abengoa (ABGB) started up its 1st commercial-scale cellulosic ethanol plant in Kansas. Up to 25M gal/yr. ~$500M cost. $97M grant, $132M DOE loan guarantee. Co-gen system produces 22Mw .... E30 debut in Ontario .... Indonesia sees biodiesel blending reducing diesel imports up to 28% .... Senegal declared Ebola free.

Friday, October 17, 2014

FRIDAY CLOSE .... Market up 263/41/24. Volume heavy about like yesterday. No index broke over 200-day lines. WTI over $82, Brent ~$86. US natgas $3.77 ... Fannie Mae, Freddy Mac plan to ease lending to riskier borrowers. (Rut-roh.) ....Oil tankers to China at 9-month high .... Brazil in deep water with oil price drop .... (stock #s in %) CGYV up 66. WTWO up 50. LIME up 26. CNTO up 25. BIOF up 23. CCTC up 21. SSOL up 20 with volume. SPIR up 16 with news. NAMG up 15. CABN up 14. GPRC up 13. ACFN up 12. SOPW up 11, new high with news. (Me thinks getting expensive.) TMEN up 11. ABGB, AMTX up 10. ABGB news. SUNE up 6 with volume, upgrade, news .... CRGE down 66. NORX down 50. CSGH down 23. EVSI down 16. ECAU down 14. CLNE down 11 with volume. SWET down 11. TPLM down 10 with volume. LEXG, ALTI down 10. KIOR down 9. MMMW down 5. NTCXF down 4, new low. (So what is absolute black for solar? If it's even true?) Onward and upward buddies. Happy weekend. Take a break. Bond with your family. Get closer to God. You know, the drill.

ISIS FLYING 3 CAPTURED MiGs AROUND SYRIA AIRPORT. Training from ex-Iraq pilots. (Shoot them down NOW, US. Or, what the hell?! Bomb the dam airport where they take off from! NOW! Who the hell is running this dam operation what is it?! Resolved Medals?! Blow up the dam MiGs! AND the airport! Tonight!) .... ISIS fighters taken out in large numbers in Kobani. Yay verily! .... Iraq retaking some ground from ISIS. Yay! .... Russia burned through $13B this month so far to prop up ruble. Also conducting McDonald's purge. (O, you just have to wonder what's next from the insane thugs.) .... Venezuela needs oil price to double from here to keep fiscal house in order. (Let's watch for that coming debacle on the small screen, A?) .... Obama kissed Atlanta Ebola nurses. (Tempting God? Or had no clue? Or just wanted some honey?) .... 1934 US drought during Dust Bowl was worst in 1K years: study. (O yea, climate.) .... Obama's credit card declined at NYC restaurant. (Well, the debt is over $17T.) .... Schools closed in OH, TX over Ebola fear .... Ebola getting worse in Guinea .... Turkey lost UN Security Council seat .... Greece back in financial doghouse .... Sorry I'm running so late, pards. Had a computer malfunc.

FRIDAY OPEN .... Market up 237/56/26. Naz back to 200-day lines. Volume heavy. WTI over $83, Brent over $86 .... Putin threatening EU natgas squeeze again. (What can you say, he just doesn't play well with others.) .... (stock #s in %) BLDW up 27. AMLM, CABN up 17. LIME up 16. NAMG up 14. SSOL up 13. BIOF, ZAAP up 12. ABGB up 9 with news. SUNE up 8 with news, upgrade. SCTY up 5. SOPW up 3, new high with news. Up 13x on year. TSLA up 2 .... CRGE down 66. ECAU, LYSDY down 14. MKBY down 10.

Thursday, October 16, 2014

THURSDAY CLOSE .... Market pretty much mixed, flat and muddled. Volume a little less heavy than yesterday. WTI over $82, Brent over $84. US natgas $3.80 .... Bank of America sees solar "prime buying opportunity". Fed signalling more QE could be needed. $1.1T stimulus from lower oil prices: Citigroup .... (stock #s in %) NORX up 200. POLR up 100. ASPW up 33. KIOR up 30 after hitting new low. AQNM up 29. BFRE up 28. MKTY up 23. PWDY, HIIT up 20. MKBY up 18, new high with volume. LMRMF up 16. CABN up 16 off new low with volume. WPRT up 13 with volume. ENPH, LTBR up 13. HYGS, HYSR, URRE up 12. ALTI up 11. AXAS up 10 with volume. PEIX up 10 with volume. CSUN up 9 off new low. ASTI, ABAT, ELON up 9. ASYS up 7. SOPW up 7, new high. MMMW up 5. CSIQ up 5 with news. SUNE up 3 with news. (Buy it.) .... BLDW down 37. BOPO down 32. BSRC down 28. ECAU down 22. PTOS down 16. NAMG down 15. WTWO down 14. AMLM down 13. CBEH, ZAAP down 12. NTCXF down 3, new low.

ISIS' SYRIAN OIL FACILITIES DEGRADED ~70% to ~20KB/D from coalition bombing campaign .... Putin warning of "nuclear consequences" over Western sanctions. (Seriously, Vlad, again?! Sane people don't threaten nuclear war. What to do with insane leaders?) .... Rising Russian incursions into Japan airspace .... Afghans captured 2 Haqqani commanders .... Churches joining universities, others in divesting fossil fuel assets. Overall, groups controlling over $50B pledged to divest fossil .... EPA approved new version of 2,4-D weed killer for GMO crops. Reportedly contains bee killing agent, ingredient from Agent Orange. Enviros suing .... Energy efficiency investments will increase under EPA clean power plan: report .... Major US utility backing carbon capture/storage for natgas-fired power plant .... Solar City (SCTY) to issue "solar bonds". Up to $200M. 2% for 1-year, 4% for 7-year .... Emissions savings from natgas v. coal power may have been overstated: study .... Brit Columbia's $7B, 1.1Gw hydropower project on Peace River got enviro approval .... Putin announced subsidy to boost clean power. Plans to expand clean power to 2.5% of powgen mix by '20 from .8% now. Russian content law 55%, going to 65-70%. Growing deals with China .... German clean power costs to fall 1st time. Bill surcharge to go to 6.17 euro cents/Kwh next year from 6.24. Up 5x since '09. 2nd highest el charges in Europe .... IEA cut global oil demand increase estimate 250Kb/d for '14 to 700Kb/d. 1.1Mb/d increase forecasted for '15 .... Cal aquifers contaminated with billions of gallons of fracking wastewater .... Production from 1st shale gas field - TX's Barnett - declining .... NY court rejected industry bid to re-argue fracking bans .... Exxon, Shell emitting more carbon as production falls: report .... FERC investigating power market behavior during last winter's deep freezes .... China regulators banning gas guzzlers, shaming comps over emissions violations .... Cal Supreme Court allowing bullet train project to proceed .... EPA fining DOE for delays in nuke waste cleanup .... Global warming climate change, mussels aid toxic algae in Lake Erie: study .... Global biofuels market to grow 9.6%/yr '13-'19: report .... Tesla (TSLA) unveiled all-wheel drive version of S model. Increased efficiency, range, acceleration, top speed, autopilot features .... Alphabet Energy (Cal) developing generator. Converts heat to el with tetrahedrite - abundant, highly efficient, affordable mineral recently discovered at U of Mich .... Algeria to get its 1st nuke power plant online before '29 they say .... SPI Solar (SOPW) to develop 6Mw project in Japan. Online Aug '15 .... Comp to start building 105Mw coal power plant in Philippines. Online in '18 .... Acciona launched 132-meter wind turbine rotor for low wind sites .... US Geothermal buying Earth Power Resources. Leases on 26K acres in Nevada, 3 projects of total 158-359Mw .... Sungage (online system to connect lenders with homeowners to install solar) working with Digital Federal Credit Union to provide up to $100M for residential solar.

THURSDAY OPEN .... Market down 62/31/11. Volume heavy. WTI ~$81, Brent over $83 .... US jobless claims at 14-year low. US industrial output up most since Nov '12. Goldman Sachs downgraded outlook on US econ .... (stock #s in %) BSRC up 64 on 200 shs. AQNM, LMRMF up 17. ECAU, KIOR up 12. WPRT up 10. MMMW up 8. GTATQ up 5 with volume, news, trading suspended .... NORX down 71. DSTI down 62. PWDY down 36. CABN down 20, new low. CBEH down 20. BFRE down 16. WTWO down 14. XDSL down 12. USEI down 11. NTCXF down 6, new low. CREG down 1, new low.

Wednesday, October 15, 2014

WEDNESDAY CLOSE .... Market down 173/11/15. Was much worse earlier. Volume very heavy. May have been blowout. May not have been blowout. WTI over $81, Brent over $83. US natgas $3.78 .... Airlines leaving Ebola aid workers stranded in W Africa. WHO sees 10K/week Ebola cases in W Africa by Dec. NY got frigid winter warning with Siberia snowfall. Hong Kong police still battling protesters .... (stock #s in %) CRGE up 225. (Not a clue.) PWDY up 92. (Ditto.) AQNM up 72 with volume. (O yea, sure, I saw that coming.) Um, a crazy market? BSRC up 64. (Vested interests using a big market day to make a splash?) MMMW up 25. (Bonafide solar potential?) EVSI up 24. SZYM up 22 with volume. ASPW up 20. IFXY up 19. MXWL up 14. TPLM up 14 with volume. SSOL up 13. CLNE up 12 with volume, news. ECAU up 12. BIOF up 11. POWR up 10. AXAS up 9 with volume. FSYS up 6 after new low. JASO up 5 after new low. NENE up 5. TSLA up 1 with news. Always TSLA news. ENOC flat after new low with volume .... NORX down 71. DSTI down 62. CBEH down 44 with volume. LEXG down 25. MKTY down 23. CABN down 20, new low with volume. BFRE down 16. CNTO down 15. CSGH down 12. CCTC down 11. KIOR down 11, new low. NAMG, TMEN down 10. TERP down 5, new low. CSUN down 3, new low. ACPW down 3, new low. AMSC down 1, new low.

ITALY 1ST EUROPEAN NATION to require use of advanced biofuels .... Granbio planning 2nd cellulosic ethanol plant in Brazil. 22M gal/yr from sugarcane bagasse. $190M. Plans for at least 10 more plants with $1.7B investment .... Belgian family bought majority stake in France's Eurowatt .... Chile OK'd 49Mw solar project .... Heliocentris - German energy efficiency comp - 230% sales growth 3Q14 .... Solari Energy (Australia) shelved $87M of solar projects .... Wunder (US) launched solar fund with 7%/year return. $1M initial funds. Per-project investing .... Solidia Tech (US) tech reduces carbon emissions up to 70% in cement, concrete production. Cement production 2nd largest CO2 emitter in world. Last major industry innovation was Portland cement ~200 years ago. Solidia cures concrete with CO2 .... Lockheed unveiled plans for commercial nuclear fusion power in 10 years .... 4K bl oil spill from Louisiana pipeline .... Chipotle supports Colo, Oregon GMO labeling plans ....LA mayor wants to cut city's water use 20% .... Ships with oil on board capsized in Alabama bay.

NO BIG RUSSIAN WITHDRAWAL FROM UKRAINE BORDER: NATO .... N, S Korea military talks .... US Army didn't disclose soldiers' exposure to sarin, nerve gas in Iraq war. (And that's why we can't trust govt.) .... Houston subpoenas demand pastors turn over coming sermons about homosexuality .... Pennsylvania 10-year-old killed 90-year-old woman .... US calling for major reform in intl drug laws .... Singapore fisher caught creature with 100 arms .... 2 jumbo squids attacked Greenpeace sub. (50 shades of Jules Verne.) .... 7.3 quake off El Salvador .... CDC made faster test for entirovirus strain .... O yea, energy: new batt said to recharge in minutes, last 20 years .... US backing New Zealand plan to overhaul Kyoto pact .... GAO finding US agencies stumbling in efforts to cope with acidic oceans .... Higher CO2 levels may help stabilize some grasslands in dry years: study .... Concrete's life span shortened by global warming climate change: study .... Onshore wind is cheapest power source when counting health, enviro costs: analysis .... US clean/renewable power cap expected to double by '21 (excluding hydropower): Bloomberg .... New China program requiring local govts to buy large volumes of EV taxis, buses .... 187 comps around world - including BMW, Centrica, Samsung, Unilever, Apple, Google, Microsoft, Berkshire, Amazon, Comcast - demonstrating superior approach to global warming climate change mitigation: CDP .... Whole Foods unveiled sustainability rankings for produce .... Brazil reduced its deforestation rates ~80% over last decade. But reactions to policies by food industries driving new deforestation risks: reports .... Scientists invented lith-ion batt that gives early warn on electrode fires .... US residential rooftop solar demand could approach 1Gw/yr next 2 yrs: NPD Solarbuzz .... S Cal Ed using 600K lith-ion batt storage - enough for 2K Chev Volts - at Tehachapi substation in $54M, 2-yr test project (1/2 paid by DOE) to store wind power. Stores up to 32Mwh. EV batt prices down ~50% since '10 to ~$500/Kwh. Musk predicting $100/Kwh in 10 yrs .... Aviation biofuels reduce GHG emissions at least 50%: NASA .... Sun Ed announced "zero white space" solar tech. Increases module output up to 15%, decreases total system cost up to 8%. Utilizes area between cells, elims bus bar shadowing losses, reduces el losses. High volume manufacturing starts 2H15 .... Smart censors to control lights can save 50-70% power use: Velocity RDT (UK). HVAC next .... Etrion (Switzerland) started building 34Mw solar projects in Japan with Hitachi unit. 24.7Mw online by end of '16, 9.3Mw online by end of '15 .... GE to supply turbines for 750Mw combined cycle natgas power plant in Kurd Iraq .... Canadian Solar (CSIQ) to supply 146Mw solar for 2 73Mw projects in Honduras. March completions. Solar Power (SOPW), Honduran comp developing .... Broadwind (BWEN) got $11M wind tower order from US comp. '15 deliveries .... Sharp, Orix turned on 8Mw solar plant in Japan .... India plans auction of 1Gw solar - each project capped at 50Mw - in Andhra Pradesh. Plan to shift responsibility for clean power from states to central govt which expects to install 15Gw clean power by '19. 3Gw by '17, 5Gw more by '18, 7Gw more by '19 .... Areva contract to build biomass power plant for Brazil utility. Woody biomass feedstock. Online '17.

WEDNESDAY OPEN .... Market down 206/36/20. Volume heavy. WTI ~$82, Brent over $85 .... US producer prices down 1st time in year. US retail sales down more than forecast .... (stock #s in %) LMRMF up 23. GTAT up 21 with news. XSNX up 12. PRHL up 11. BIOF up 9. NENE up 5 .... LEXG down 27. GWBU down 26. UBRG down 17. USEI down 16. KIOR down 14, new low. WTWO down 14. XDSL down 12. AETI down 11. NAMG, TMEN down 10. NTCXF down 6, new low. TERP down 5, new low. SCTY down 4 with news. CSUN down 1, new low.

Tuesday, October 14, 2014

TUESDAY CLOSE .... Market flat, mixed. Volume a little heavier than yesterday. WTI under $82, Brent over $85. US natgas $3.84 .... Un alive. (O, joy.) .... Hong Kong protesters persisting protesting .... Sierra Leone needs $1B to fight Ebola. Zuckerberg, wife gave $25M to CDC for Ebola fight. Ebola aid worker died in Europe .... (stock #s in %) NORX up 250 with volume. DSTI up 45. BFRE up 39. CSGH up 26. CBEH up 25, up 25x on year. CCTC up 21. GWBU up 20. VOIL up 17. (Dump delayed?) CNTO, XDSL, ECAU up 14. ABAT up 11. NAMG up 11 after new low. BLDP up 9. BOPO up 7, up 14x on year. CLNT up 5 after new low. CLNE up 4 after new low with volume. CREE up 3. CREG up 3 after new low with volume .... PWDY down 35 with news. LYSDY down 29. GPRC down 28, new low. CERPQ down 25. CGYV down 21. LMRMF down 19. LEOM down 17. IFXY, ASPW, CDXS down 16. LEXG down 15, new low with news. WSGP, ZAAP down 14. GERS down 13. KIOR down 12, new low. ENOC down 12, new low with volume. EVSI down 12. URRE down 12. LSCG down 6, new low. JASO down 6, new low with volume.

'14 SUMMER WARMEST GLOBALLY ON RECORD: NOAA .... Global clean energy investment up to $64.8B in 3Q14: Mercom. Solar sector saw $9.8B investment, up from $6.8B in 2Q .... Study warning of sweltering "grim future" for E. China .... Climate change leads to wider temp difference between night, day: study .... Pentagon: climate change will intensify global conflict. Calls climate change "immediate risk" to national security, released military plan .... Near-pristine lake in Japan threatened by climate change, invasive species .... Study shows increase of CO2 in atmos lower than predicted because of plants .... Nobel winner for economics argued necessity to reach binding agreement on climate change regs as soon as possible before countries try to get better leverage for carbon target negotiations .... G. W. Bush's 1st EPA administrator praised Obama admin's rollout of proposed rule for reducing carbon emissions from power plants .... China acknowledged their unfair clean power pricing. To sharply lower (by 50%) tariffs, export credits, low interest loans by '20. Looking at building China solar powgen cap to 100Gw by '20, wind power to 200Gw. (Not in stone yet.) .... New liquid-solid mixture may lower costs of carbon capture: research .... AEP challenging net metering plan in Ohio high court .... Austin utility seeks natgas power plant despite city's zero-carbon goal .... Statoil shed remaining stake in Caspian megaproject .... 4 breakthroughs have brought cost of algae biocrude down to $7.50/gal. 3 roadblocks remain to get it to $3/gal goal .... National Oilheat Research Alliance: B20 blend OK for heating oil .... 2nd Valero ethanol plant in week caught fire in Indiana .... Argentina biodiesel exports soaring after govt cut export taxes in May to 11% from 21%. Exports could double last year's 700K tons .... Keene U researchers studying toxicology of biodiesel particulates .... Purdue U researchers developed new form of plastic that could revolutionize how energy is used, stored. "Radical polymer." Being tested in transparent solar cells; light, flexible batts; consumer electronics. 10x more conductive, simpler to manufacture than current tech .... New China coal import tax could spell disaster for Australia miners. New duty between 3-6%. Australia now supplies 25% of China imports .... Sun Energy 1 began install of Jinko solar panels in Duke Energy project at 3 NC institutions. 20Mw 1st phase of 52Mw. All online in '15 .... E.ON getting up to 4% more power from 283 GE 1.5Mw wind turbines using GE software platform .... Solaria (Spain) to supply 20Mw solar buildout in Uruguay. Components made in Uruguay .... Solar Power (SOPW) to build another 30Mw project in Inner Mongolia. Already building 20Mw solar there .... Altus Power getting $125M from Franklin Square for commercial, industrial solar projects .... Takees to invest up to $28M to build 6Mw biomass power plant in Japan .... TenKsolar (US solar developer) getting $8M in finance round .... Electrosul (Brazil) borrowing $34M for Brazil wind, solar projects .... Green City Energy, Arkolia to build 34Mw of solar in France .... NTPC (India) to invest $815M in 750Mw solar plant .... Jiangsu Linyang $287M share sale to fund solar projects.

KURDS RECAPTURED KEY HILL WEST OF KOBANI .... Syrian Kurds got "symbolic" amount of arms from Iraq, but can't send them to Kobani .... Turkey bombing Kurd militants in Turkey .... 6 Pakistan Taliban leaders pledging help to ISIS .... Netherlands gave OK to biker gangs to fight ISIS.

TUESDAY OPEN .... Market up 86/16/5. Volume heavy. WTI over $84, Brent over $86. UK lawmakers voted for Palestinian state. Germany cut growth outlook .... (stock #s in %) WSGP up 28. GTAT up 27 with news. BFRE up 21. XDSL up 14. ABAT, CCTC up 11 .... LYSDY down 32. CERPQ down 25. CGYV down 21. CDXS down 17. ASPW, IFXY down 16. WTWO down 14. JUHL down 12. NGLPF down 11. KIOR down 10, new low. URRE down 9, new low. ENOC down 8, new low. CABN down 5, new low. JASO down 4, new low. TERP down 4, new low.

Monday, October 13, 2014

MONDAY CLOSE .... Market down 223/62/31. Volume real heavy, but less than Friday. WTI over $85, Brent over $88. US natgas $3.88 .... ISIS seized Iraqi base. (All I saw in news. Apparently, they're still taking ground.) .... Stock #s in % DSTI up 115. BFRE up 79 with volume. LYSDY up 48. LEOM up 28. CDXS up 20, new high with volume. ZNNMF, BLDW up 17. MMMW up 8 with news. ALTI up 8 .... NORX down 77, new low. GTAT down 51, new low with volume, news. CCTC down 35, new low with volume. GERS down 33. ASPW down 25. VOIL down 24. SSOL down 20. GWBU down 16. RBCN down 15. GPRC, HYSR down 12. AXAS down 11 with volume. KIOR down 11, new low. CJES down 10, new low with volume. SUNE down 10 with volume. URRE down 10, new low. SCTY down 9. CSIQ down 8. CLNT down 8, new low. CREG down 7, new low with volume. TERP down 7, new low. CSUN down 6, new low. FSLR down 6 with volume. GEVO down 3, new low. AMSC down 3, new low.

RECORD HOTTEST SEPTEMBER GLOBALLY: NASA. Jan-Sept 3rd hottest .... Massachusetts Ebola case false alarm. Liberia Ebola workers strike averted .... ISIS reportedly surrounding Baghdad. Explosions in Basra .... Turkey now denies allowing US/coalition to use bases .... Ruble hit new record low .... Rising seas may be noticable in 15 years: study .... Volcanic eruption still going in Iceland after 6 weeks .... Kissinger: Iran a 'natural ally' of US .... Utilities telling solar users to pay their fair share (for infrastructure) .... Sumatra pollution nearing danger level. Flights disrupted. Serious smog in Beijing last week .... Norway OK'd 1st direct power line to Germany, granted license for line to UK. Germany already granted permit. Both lines 1.4Gw, online '18-'20. Norway already linked to Netherlands, Denmark, Sweden .... County abandoning 600Kw pilot tidal power project in Puget Sound. Loss of DOE backing .... OPEC oil production up 400Kb/d in Sept. Russia production up to 10.6Mb/d. (My guess to cover lower prices.) .... Deutsche Bank: 9% of US shale oil production uneconomical under $90/bl, 40% under $80 .... Explosion at Iran's main weapons development base last week. Nuke talks resume this week. Deadline may be extended 2nd time .... CEOs of major state-owned comps in China to take up to 60% pay cuts next year. Sinopec CEO made $141K last year. (And China a larger econ than US?!) .... Drillers giving up on shale wells in Poland. Not enough there .... Shell to sell productive oil block, pipeline in Nigeria for over $2.5B .... Angola plans to increase oil output to 2Mb/d by '17 .... US imports of Canada oil up 494Kb/d week ended Oct 3 to 3.25M .... Alt fuel vehicles approaching 1% of new vehicle production. 12 EVs, 10 hybrids, 1 CNG .... DOE $13.4M for 5 advanced biofuels, bioproducts projects. Also launched $25M funding initiative for algae techs .... Eni signed 2 new production sharing contracts for oil/gas exploration offshore Vietnam .... EPA OK'd $200M expansion to TX combined-cycle natgas power plant .... China Longyuan started up 24Mw wind farm, 20Mw solar farm in China .... French parliament voted to reduce nuke power share to 50% from 75% now, adopted program to drastically reduce energy use by '50 .... Sunpower (SPWR) to supply modules for 4 GDF Suez projects in France. 3 12Mw, 1 5Mw plants, all online by end of '15 .... Canadian Solar (CSIQ) supplying EDF 24Mw project in Cal. Panel deliveries 1Q15. Dominion Resources to buy farm from EDF .... Alstom to develop floating wind turbine tech with DCNS. Initial 6Mw turbine by '17. France supporting with 6M Euros .... John Laing (UK) raised $80M for clean power plan .... Brazil suspended development of 3 small hydropower projects. Potential damage to archeological sites, indigenous lands .... United Wind expects to close $50M for wind leasing by yearend .... Financial risk for UK offshore wind causing projects to grind to halt: Renewable UK .... FLS Energy investing $100M in 67Mw solar project.

MONDAY OPEN .... Market down 47/43/10. Volume heavy. Indeces at or below 200-day lines. WTI over $84, Brent over $88. Iraq oil price cut. Feds: slow world growth could delay rate rise. Finland downgraded. Gaza raised $5.4B. Liberia Ebola workers on strike, 80% go without safety equipment .... (stock #s in %) POLR up 100. BLDW up 17. MKBY up 15. XDSL up 14. ZAAP up 13. MMMW up 8 with news .... GTAT down 52, new low with news. Trading may be halted within days. WEST down 39. GERS down 37. AMLM down 34. VOIL down 26. (Dump phase of pump and dump.) GWBU down 16. JUHL down 14. WWPW down 12. RBCN, PRHL down 10. SCTY down 7. KIOR down 5, new low. SZYM down 5, new low. TSLA down 5. CREG down 4, new low. CLNT down 3, new low. NTCXF down 3, new low. GEVO down 2, new low.

Saturday, October 11, 2014

300 US TROOPS ON BAGHDAD AIRPORT PERIMETER SECURITY as ISIS closes in .... Germany trying to convince Turkey, Iran to join fight against ISIS. (What's Germany doing?) .... Top Kurd militant threatening Turkey with new Kurd revolt if Turkey stays out of fight over Kobani .... India, Pakistan resumed Kashmir fighting .... Record Antarctic sea ice level: NASA .... Global warming climate change projected to cost global econ $700B/yr: Climate Vulnerability Monitor .... Release of 50B ton reservoir of methane from melting Arctic ice could by itself advance global warming 15-35 years, cost $60T to global econ: research .... Putting world on path for sustainable energy production to cost $53T: IEA. In long run, though, could save world money .... For each *C of warming, area burned in west US wildfires increases by factor of 2-4: NAS. Temps in S west up over 1*C since '70's: National Climate Assessment .... Methane hotspot at 4 Corners from local coal mining. N Am's most productive basin of coalbed methane (type of methane that sticks to coal surface) ....Massachusetts raised its solar net metering cap to 5% from 3% of grid cap for govt entities, 4% for biz .... Oil/gas industry can cut methane emissions 40% at avg. annual cost of less than $.01/KCF with available techs, practices. 40% reduction would save US econ, consumers over $100M/yr, create $164M net savings for operators .... Greece OK'd their piece of Trans-Adriatic natgas pipeline. Azerbaijan to Europe. Construction can now commence .... BG Group, Ophir discovered another 1TCF offshore Tanzania. Ophir looking at 17TCF recoverable reserves there .... New natgas discovery offshore Brazil by Petrobras consortium .... Chevron selling 30% interest in Alberta shale play to Kuwait comp for $1.5B. Est. 443TCF, 62B bls in Duvernay Formation. (That, pards, is a whopper.)

Friday, October 10, 2014

FRIDAY CLOSE .... Market down 115/102/22. Naz volume real heavy. Naz down to 200-day lines. WTI over $85, Brent over $89. US natgas $3.85 .... Merger of ISIS, al-Qaeda could cripple civilized world: Iraq researcher. US/coalition strikes speeds it up. (OK, then, let's bring this convoluted age to its glorious conclusion.) .... Airbus got $7B A320 order from China .... IMF: US to grow 3.1% in '15, Eurozone 1.3%, Japan .8%, China 7.1%. (Who knows, really. Just a look see ahead through the looking glass.) .... (stock #s in %) ASPW up 60. CERPQ up 42. PWDY up 36. CPWY up 29. MDDD up 25. GERS up 21. BFRE, GWBU up 20. RBCN up 20 with volume off bottom. ALTI up 18 off bottom. LEXG up 17. WTWO up 16 more on recent run. XSNX up 14. NORX up 12. EWRL up 10. CLNE up 2 with volume after new low. CREE flat after new low with volume .... DSTI down 57. POLR down 50. ECAU down 38. GTAT down 37 with volume, back on bottom on news. CABN down 23, new low with volume. (Moral of story: don't get out ahead of story. May be buy now, though.) BLDW down 14. CBEH, MKBY, SRWRF, WEST down 13. XDSL down 12. WWPW, POWI, LEOM down 11. RGSE down 11, new low. VOIL, HSOL down 10 (Funny how VOIL's top keeps coming down on Yahoo. How does that work?) CLNT down 10, new low. CCTC down 10 with volume. RNWEF down 8, new low. TSLA down 7 with news, volume. CREG down 4, new low with volume. NTCXF down 3, new low. ACFN down 2, new low. AMSC down 1, new low.

ISIS WITHIN 8 MILES OF BAGHDAD AIRPORT (ABU GHRAIB), armed with MANPAD missiles .... Daily ISIS bombings in Baghdad .... Iran trying to convince Turkey to save Kobani from ISIS .... Al Qaeda affiliate freed priest, Christians in Syria .... US Navy took control of new missile defense base in Romania .... Koreas trading heavy machine gun fire at border .... Prepare for climate change -- or else: FEMA .... Low-carbon energy transition could save global econ est. $1.8T over next 20 yrs: Climate Policy Initiative .... Transitioning away from coal can achieve 80% of needed emissions reductions for just 12% of asset value at risk .... Ocean acidification to cost global econ $1T by 2100 (if things don't change) .... Arctic losing 300% more ice than Antarctic gaining .... EPA to approve "Agent Orange" (bee-killing) herbicide .... Satellites revealed massive methane leaks in US 4 Corners region .... Fish will move away from tropics if CO2 emissions continue to rise: study .... US econ could gain from decarbonization, but pace key: reports .... Fragmentation in Brazil's Amazon could boost carbon emissions, kill more trees: study .... Indonesia to build $263M sea wall to protect Jakarta .... Crucial path for polar bears' hunting, breeding melted 4 yrs ago .... IMF sees '14 global growth of 3.3%, '15 growth of 3.8%. Down from July forecasts. IMF always optimistic .... Near 70% of voters in oil/gas Western US states support BLM rule that would "significantly" reduce venting, flaring of natgas from drilling sites on public land .... Cal revised proposed fracking rules .... Mid American Energy to invest $280M more in Iowa wind power projects. 1 new site, 1 site expansion. 67 turbines. Blades to be made by Siemens in Iowa .... EIA sees slightly higher biofuels production in '15. Ethanol 933Kb/d, biodiesel 84Kb/d .... EC raided biofuel producers in 2 countries over alleged price fixing .... German biodiesel exports up 18% on year through July. 283M gal .... Lukoil started new Siberia oil field development 5 months early. Difficult fundraising, though .... Clean power could power all of Oregon: report .... $30M energy conservation project at U of Arkansas to save near $2.4M/yr. Completion mid-'15. To cut campus utility costs ~50%. Funded through 18-yr bond. To build on-campus power plant, centralize HVAC, upgrade control systems .... LDK Solar to supply 60.5Mw for China project .... Trina Solar selling 10.6Mw UK solar plant to Foresight. Trina building 50Mw more solar in UK .... Scotland OK'd up to 2.3Gw offshore wind. 4 projects. 450Mw by Mainstream for $2.4B expected online in '18. Seagreen to build 2 farms for up to 1Gw. Inch Cape to build 784Mw .... Solar Power (SOPW) to build 20Mw solar farm in Inner Mongolia. Online 4Q .... Renewable Energy Gen (UK) sold 2 UK wind farms - 18Mw - to Blackrock for $58M .... KfW sold $1.5B of green bonds to US investors .... EPM (Colombia) to build 600Mw clean power in Chile .... Musk unveiled Tesla "D" - souped-up "S" .... China imposed tariffs on coal imports .... US turned 16 planes ($486M) for Afghan Air Force into $32K of scrap. (Really.)

FRIDAY OPEN .... Market down 4/47/4. Volume heavy. Naz down to 200-day lines. WTI over $84, Brent over $89. Iran matching Saud oil price cut. Kremlin factions feuding over econ. Hong Kong cancelled talks with protesters .... (stock #s in %) XSNX up 38. WTWO up 16. LEXG up 15 .... DSTI down 57. POLR down 50. ECAU down 38. WWPW down 22. GTAT down 21 with volume. CABN down 15, new low with volume. LMRMF down 15. SRWRF down 13. XDSL down 12. AXPW down 11. PSON, SENY down 10. POWI down 9. RGSE down 8, new low. TSLA down 6 with news. NTCXF down 5, new low. CREG down 4, new low. ASTI down 3, new low. AMSC down 1, new low. CREE down 1, new low.

Thursday, October 9, 2014

THURSDAY CLOSE .... Market down 334/50/40. Volume a little heavy. WTI over $84, Brent ~$89. US natgas $3.83 .... (stock #s in %) ECAU up 44 with news. AXPW, GERS up 27. GPRC up 24. WTWO up 20. AMLM up 19. GTAT up 17 with volume, news. SSOL up 16. ALTI up 12. BFRE up 11. VOIL up 8. NENE up 5 .... SPIR down 36, new low with volume. ASPW down 28. BSRC, DSTI down 25. CABN down 8, new low with volume. (I guess that recent news release is coming back on them. Too much iffy.) GWBU down 18. SZYM down 15, new low with volume. USEI, EWRL down 15. PTOS, CNTO down 14. ASTI down 13, new low. CBEH down 12. PSON, TMEN down 11. DPSM down 11, new low. RBCN down 10. FSLR down 9 with volume. LEXG down 8, new low. XSNX down 7, new low with volume. JASO down 7. CREE down 5, new low with volume. MMMW flat, big day spread.

ISIS BATTLING FOR KOBANI TO MAINTAIN OIL BLACKMARKET TRAIL. (Apparently, US airstrikes didn't take out all ISIS oil assets.) .... At least 10 ISIS fighters apprehended at Tex-Mex border: congressman. Homeland Security denies .... Virus paralyzing US children came from Central Am (with all those child refugees let in, presumably) ... Iran hailing "constructive" talks with UN nuke agency .... EC OK'd Canada oil sands imports. "Not dirty." Oil sands generate ~25% more carbon than crude .... Sanctions forcing Shell to discontinue work with Gazprom Neft to extract Siberia shale oil .... Warm weather mushroom boom to blame in reindeer's elevated radioactivity levels. (Will it affect Santa's Christmas deliveries? Is he going nuke?) .... Record West Nile virus outbreak in Cal linked to drought, heat .... Many US national wildlife refuges lack plans for dealing with global warming climate change .... EPA sent ozone review to White House .... Global comps set up website for young folks to talk about global warming climate change .... US rail lines moving 1Mb/d of oil. Backing up deliveries of everything else. Rails to spend ~$26B this year for upgrades, new hires .... Drought creates ideal wine producing conditions in N. Cal .... 2nd Cheneire US LNG export project got enviro OK from FERC .... Japan spent near $30B on solar in past 12 months, installed as much as is in Spain .... US oil production 8.8Mb/d last week: EIA .... World Bank est. China GDP growth 7.2% in '15 .... Up to $1/gal added to St. Louis E85 price by oil industry to discourage use of biofuels: ethanol group .... Petronas threatens to scrap LNG export terminal project on Canada west coast over new BC tax regime .... IEA reversed stance on rebound effects of energy efficiency. Previous est. of 9% now up to 60%. May require 13% more clean power by '35 to meet higher global power demand, climate targets. Rebound effects when energy efficiency improves power performance or lowers costs or both .... US retail el prices up 3.2% over '13. Avg. 12.3 cents/Kwh. Best time to lock-in fixed prices - spring or fall .... Boston comp bought 1.9Mw 28-year-old hydropower plant, grounds for $1.3M .... Pepco RFP for 360Mw wholesale power supplies for D.C. .... Avnet turned on 1Mw solar rooftop, parking canopies system in Tempe, AZ. To save $5.8M over 25 yrs .... Europe natgas power plant development at 10-yr low: Platts .... Canadian Solar (CSIQ) supplied 10Mw in 3Q to NJ comp .... Gamesa to supply 18Mw of 2Mw turbines to Turkey comp .... Suzlon plans new turbine manufacturing plants in India. Looks to develop 2Gw wind power in India. Also plans up to $50M investment for 400Mw/yr turbine plant in Brazil by '16 .... EIG to invest $125M in Greenko (India) to help develop wind, hydropower projects in India .... Brazil eliminated some taxes for wind power components to boost local demand .... United Wind (US) drawing investors with wind leasing model. UW develops 10-50Kw projects .... China unveiled ambitious wind, solar targets with new 5-year plan .... Terra Form bought 25Mw Hudson Solar operating portfolio .... E.ON 120Mw wind project rejected by local council .... Alstom to link 201Mw of Voltalia's Brazil wind farms in 14M Euro deal .... Venezuela must pay Exxon $1.6B for nationalization: World Bank tribunal.

THURSDAY OPEN .... Market down 265/54/24 on who knows what. WTI over $86, Brent over $90 .... ISIS grooming Chechen fighters for Russia fight. Kurds running out of ammo in Kobani. (Air drop a bunch in, US.) .... (stock #s in %) GERS up 41. AXPW up 26. GPRC up 20. AMLM up 19. PRHL up 17. SSOL up 16. MDDD up 14. ALTI up 12. VSPC up 11 .... ENSL down 32. SPIR down 28. DSTI, BSRC down 25. GWBU down 18. MKBY down 16. CNTO down 15. PTOS down 14. SZYM down 14, new low with volume. CABN down 13, new low with volume. PSON down 11. RBCN, USEI down 10. ALTI down 5, new low. ACFN down 2, new low.

Wednesday, October 8, 2014

WEDNESDAY CLOSE .... Market swung up 274/83/33 on Fed minutes. Volume pretty heavy. Indeces back to or near 50-day lines. WTI over $87, Brent over $91. US natgas $3.85 .... Most powerful storm of year headed to Japan. "Vongfong" .... (stock #s in %) BFRE up 100 with volume. LEXG up 40 with volume after hitting new low. TMEN up 34. DPSM up 15. UBRG up 13. BLDW up 12. MKBY up 11, new high. HIIT up 8, new high with volume, news. QTMM up 5 with volume. CREE up 3 with volume after hitting new low .... GPRC down 45, new low with volume. AQNM down 35. CPWY down 29. CRCL down 27. WSGP down 22. AMLM down 19. IFXY down 15, new low. CERPQ down 15. ECAU down 10. GTAT down 9 with volume, huge day spread. KIOR down 7, new low. ASTI down 7, new low. CABN down 6, new low with volume. ACFN down 6, new low.

CHINA PASSING USA IN PRICE-ADJUSTED GDP JUST ABOUT RIGHT NOW: IMF. By end of this year, China price-adjusted GDP est. $17.8T, USA $17.4T. (And that, pards, is history.) .... Earth's deep ocean hasn't warmed since '05: NASA .... Canadian soot could be linked to Greenland ice-sheet melt: study .... Canada won't meet its Copenhagen target: enviro audit .... US admin to roll out new climate agenda focused on national resources .... DOE says US winter to be warmer than last, saving natgas customers ~5%, propane customers ~34% .... EPA making available to states updated computer model to measure different types of pollution from transportation .... Avg. US vehicle fuel economy hit record in '13: EPA .... Judge rejected Nebraska challenge of EPA power plant rules .... Gardner rejecting human-caused global warming climate change in Colo senate race. Near same story in other races. Republicans going "agnostic" or antagonistic on human-caused global warming climate change .... Rising temps contributing to coral bleaching in Hawaii: study .... Calif residents finally cutting water use: report .... Trina Solar to raise another $250M .... Solar City (SCTY) to lend money to customers in 8 states to buy rooftop solar systems. Monthly payments based on how much el system produces. Several competitors already doing it. Leases now 66% of roof installs. Loans to grow. Customers can save 10-20% over grid .... EU approved new Britain nuclear plant .... U of Bristol scientists found enzymes don't need water to function. (Could save many bucks for biofuel industry.) .... NSF awarded cycleWood Solutions $741K grant to commercialize "Xylobag". Compostable plastic bag made from biofuel byproduct lignen .... New nuke fuel rod from Lightbridge (LTBR) could increase output from existing nuke plants 10-17%. Proving now its safe, able to replace existing rods. Zirconium, uranium alloy, helical shape .... 110Mw carbon capture coal plant went online in Canada. Still emits ~ same as natgas plant. Captured CO2 used to extract oil from nearby wells. $114B build. Uses lignite (retrofitted coal plant) .... GE unit joined 2 Japan comps for 60% investment stake in 231Mw $1.1B solar project in Japan. $867M loaned by Japan banks. Online 2Q19. GE also debuting new 1Mw inverters .... Palmetto Clean Energy (S Carolina) awarded grants to 2 schools, Columbia zoo for solar projects. Program financed by Duke Energy contribution .... 2.4Mw rooftop solar system completed on Anaheim convention center. $5.7M. Borrego Solar install .... Canadian Solar (CSIQ) got $46M construction loan from Manulife for 10Mw Ontario solar project. Concord Green energy to own. Grid connect 4Q .... Global investment in energy efficiency overtaking wind, solar investment. At least $310B/yr now: IEA. Cumulative energy savings '01-'11 in IEA countries more than energy demand of US, Germany combined in '12 .... Energy efficiency improvements in transportation may cut fuel costs up to $189B/yr by '20. Global transportation spending est. to reach $2.8T in '20 .... To hold global temp rise to 2*C, 40% of emission cuts to come from energy efficiency .... JFE unit finished 10Mw solar plant in Japan .... Bolivia seeks builder for $50M, 20Mw wind farm .... Global debt finance to solar comps on pace to reach most since '10. Almost 1/2 going to developers, installers instead of manufacturers. ~$18.4B borrowed through 3Q, near 3x '13. $6.8B in '12, $36B in '10, $20B in '11. In '10, 92% was in China .... 52Gw est. solar installs this year. Est. 61Gw in '15. 40Gw in '13 .... Bulgaria to get 16M Euros for clean power finance .... UK econ would get 62B Pound boost from 40% cut in energy use: study .... Carnival cruising toward $2.5B fuel savings this year. 24% savings over last 7 years.

WEDNESDAY OPEN .... Dow down 44, Naz up 1, SP flat. Volume normal. WTI over $87, Brent over $90 .... Orderly Ruble decline seen costing up to $30B. Ukraine rebs renewed independence call, truce ended .... Kurd protests in Turkey over lack of Turk help against ISIS ... World Bank sees Ebola econ impact of $32B in Africa .... (stock #s in %) BFRE up 55 with news. GTAT up another 37, 2-day rebound double. LEXG up 28. PWDY up 25. BLDW up 18. WEST up 14. UBRG up 13. DPSM, QTMM up 10. HIIT up 10, new high .... GPRC down 30, new low. WWPW down 21. WTWO down 20. JUHL, CBEH down 19. GWBU down 12. ENSL down 10. VOIL down 10 more with news. ACFN down 8, new low. SZYM down 6, new low. ASTI down 2, new low.

Tuesday, October 7, 2014

TUESDAY CLOSE .... Market down 272/69/29. Volume heavy. WTI over $88, Brent over $91. US natgas $3.92 .... Israel shelled S. Lebanon after Hezbollah border blast wounded soldiers. Jong Un out of sight for month. Russia propping up Ruble with near $2B. India, Pakistan exchanged fire over Kashmir border .... (stock #s in %) WTWO up 66 with volume. CRCL up 60. GTAT up 51 with volume on rebound. GERS up 25. DSTI up 24. CNTO up 19. EFOI up 17 with volume. GWBU, SOPW up 14. ENSL, LMRMF up 11. CABN up 7 with volume .... PWDY down 28. TMEN down 24, new low. LEXG down 22, new low with volume. ALTI, NORX down 20. MMMW down 16 with volume, top made. VOIL down 15 with volume, coming off top. CCTC down 11. UBRG down 11, new low. SWET, BFRE down 10. KIOR down 9. CLNE down 8, new low with volume. ACFN down 7, new low. GEVO down 7, new low. LSCG down 6, new low. CREE down 5, new low with volume, downgrade. XSNX down 4 with volume.

AS ISIS GAINED GROUND IN KOBANI, SYRIA, TURK ARMY WATCHED a few hundred meters away. They want no-fly zone in N Syria before committing ground troops .... Latest: Erdogan calling for ground ops against ISIS .... US sanctions on Russia much more far-reaching than thought: KPMG. Russia finance minister: Russia can't afford military spending plan. IMF: Russia GDP to grow just .2% this year, '15 forecast halved to .5% over standoff continuing .... Conflicting ocean studies renewing science argument over global warming "pause" .... More Republicans claim they're "agnostic" on climate policy, science .... MIT competition used crowdsourcing to find climate change solutions .... Ocean energy set to become commercial by '30 in Europe: experts .... Estimates of methane releases from melting Arctic may be too low: study .... California would survive 7-decade drought: computer simulation .... Fish species take many generations to adapt to CO2 increases: report .... Sri Lanka establishing $100M climate resilience plan .... Costs for new S Carolina nuke reactor to grow another $1B .... IRENA: biomass could account for up to 60% of global renewable energy mix by '30, up to 20% of world's el needs. 40% of biomass would come from ag residues, waste. Energy crops, forest products the rest .... Freuderberg-NUK to release report on biodiesel impacts on engine seals .... Zimbabwe looking to license more ethanol producers to supply 20% mandate. 1 supplier currently licensed by govt .... Japan launched av biofuel initiative for '20 Olympics .... Indonesia B20 trial ends in Nov with 40K kilometers tested .... Exxon CEO: US oil export ban no longer necessary .... Oil discovered offshore Senegal by Cairn, Conoco, partners .... Up to 20% of solar power lost when electrons move to storage batt. OH State researchers invented hybrid solar batt. Captures solar energy, stores virtually all energy it collects. Oxygen, light enable multiple chem reactions needed to charge batt. Reduces costs up to 1/4. Lithium peroxide yields lith ions, ox yields lith metal for batt storage. Titanium gauze, titanium dioxide rods for solar panel mesh. Awarded $100K DOE prize this year. Lead researcher started KAir Energy Systems to develop tech .... "60 Minutes" looking into Duke Energy coal ash ponds .... Bolivia plans to start program this year to develop nuke power .... Capital Dynamics bought 1st 150Mw phase of 300Mw TX wind project. To connect to ERCOT grid. Acciona 3Mw turbines .... Gamesa to supply 68Mw of turbines for Brazil wind project .... Invenergy raised $75M in debt offer .... Brazil state-run power comp OK'd to borrow $84M from KfW (Germany) to add 48Mw to 168Mw wind farm. Total expansion cost $118M. Part of KfW's 100M Euro finance plan. Brazil to have over 7Gw wind power by yearend .... NV Energy to add 300Mw clean power to Nevada portfolio via tenders .... Samsung may cease solar ops .... IFC to lend $59M to Green Infra toward 182Mw wind cap .... Iberdrola chose J P Morgan to sell 2B Euros worth of clean power assets .... Neste Oil switching R&D focus to expand biofuel feedstocks .... Maryland ozone plan requires reductions from coal plants.

TUESDAY OPEN .... Market down 85/16/8. Volume a little heavy. WTI over $89, Brent over $91. Europe concerns. IMF sees froth. German Aug. industrial output down most since '09. UK Aug. industrial production stalled. Japan kept monetary policy unchanged .... Dutch jets made first strikes in Iraq. N., S. Korea navies traded warning fire near border .... (stock #s in %) GTAT up 62 with volume, rebound from yesterday. GERS up 28. CNTO up 19. EFOI up 19 with volume, news. MMMW up another 16 with volume, day 3. RBCN up 14. LEOM up 11. BLDW up 10 .... WWPW down 41. ECAU down 18. UBRG down 17, new low. NORX down 16. ENSL down 14. TMEN down 14, new low. XSNX down 12. DPSM down 9, new low. LSCG down 6, new low. LEXG down 3, new low. CREE down 1, new low with news.

Monday, October 6, 2014

MONDAY CLOSE .... Market down 17/20/3. Volume slightly heavy. WTI over $90, Brent ~$93. US natgas $3.91. Hong Kong govt in formal talks with protesters. Chinese insurer buying Waldorf Astoria for $2B. ISIS entered Kobani amid street fight with Kurds. (Way to go, US airstrikes.) 1st Ebola infection outside Africa - Madrid nurse .... (stock #s in %) WTWO up 50 with volume. MMMW up 30 with volume, day 2 of surge on news. BLDW up 23. GERS up 20. CERPQ up 16. RVLT up 16 with volume, update. ENZR up 15. ECAU up 10. LEXG up 9 with volume. HIIT up 5, new high with volume .... GTAT down 92 with huge volume on surprise bankruptcy. (What the hell?) DSTI down 21. BFRE down 20. CSGH down 16. PANL down 15, new low. CBEH down 13. CABN down 11 with volume. CCTC, LEOM down 11. DPSM down 11, new low. RBCN down 11, new low with volume. HYSR, LIME, PEIX, MDDD, NENE, WSGP down 10. GEVO down 8, new low. CLNE down 2, new low. ASTI down 1, new low.

PANETTA SEES 30-YEAR ISIS WAR. BLAMES OBAMA .... So far, each person infected with Ebola infects ~2 more .... Phoenix, Tucson struck deal to share dwindling water supplies .... W. Texas counties banding together in search for water .... EPA proposing tighter toxics standards for steelmaking .... Children's group wants US Supreme Court to force fed action on global warming climate change .... Supreme Court won't review utilities' challenge of ozone standards .... (Oil/auto) industry back in court trying to kill E15 in US .... Institutional investors to reveal portfolio carbon footprints .... Cumulative global PV solar to close in on 200Gw by yearend .... Wind now 10.5% of total UK power .... Low Carbon Fuels Coalition launched in Calif .... U of FL study connects climate to carbon content in soil. Hot, humid climate increases soil's ability to store carbon .... Climate walkers began 38-day march through Philippines .... Britain tripled budget for clean power subsidies .... Poland spurned EU climate targets .... Unclear who controls Libya central bank. Access to $100B in foreign assets. Heavy fighting around Benghazi last week. Assertion oil production now over 900Kb/d .... Head of Russia central bank: sanctions interfering with efforts to control inflation .... USDA $91M loan guarantee for Cool Planet's 1st commercial-scale wood biomass-to-fuel plant in Louisiana .... Kurds talking increasing their oil production to 500Kb/d by yearend. 320K now. 1M by '16 .... Utica shale natgas production now ~1.3BCF/d. Beneath Marcellus by 3-7K ft. Thicker, much larger, more pressurized, lower total organic carbon. Drilling costs ~3x of Marcellus, $15-22M/well .... Bakken crude production near 1.2Mb/d in Aug .... FERC approved methane storage project in NY .... Northland Power (Canada) selling C$232M in bonds backed by 6 10Mw solar farms in Ontario. Paying 4.4% .... Canadian Solar (CSIQ) 2.3Mw solar project hit by Japan utilities halt. 95.6Mw moving ahead .... IBM to invest $3B next 5 yrs to find next-gen chip tech to replace silicon. Graphene a candidate (may help Carbon Sciences - CABN) .... Tide laundry detergent soon to contain cellulosic ethanol.

MONDAY OPEN .... Market up 19/7/5. Volume normal. WTI ~$89, Brent over $91. (Kuwait has joined Sauds in lowering oil prices. 413Kb/d increase in OPEC oil production in Sept.) German factory orders down most since '09. AU-backed Somali army took al-Shabaab stronghold .... (stock #s in %) GERS up 55. RVLT up 25 with volume after update. ECAU up 20. MMMW up 13 with volume. NGLPF up 12. ZNNMF up 11 .... CCTC down 28. NORX down 20. CSGH down 16. ENSL, XDSL down 12. ALTI, AMLM, MDDD down 11. PANL down 10, new low. ABAT down 9. CABN down 6. LSCG down 6, new low. GTAT halted, seeking bankruptcy.

Sunday, October 5, 2014

SWEDEN TO RECOGNIZE PALESTINIAN STATE. ISRAEL OBJECTS .... Israel wants to stop Palestinian (Hamas) development of $4B worth of natgas offshore Gaza .... Schlumberger withdrawing ~20 American, European workers from Russia due to sanctions .... Russia, Turkey agreed to increase cap of Gazprom/Eni natgas pipeline to 19BCM/yr from 16BCM. Russia to Turvey via Black Sea .... Chevron shut down natgas pipeline from Gulf of Mex to Louisiana storage after accident killing 1, injuring 2 .... TX Eagle Ford shale production up 37% over '13 .... US production of oil, related liquids ~11.5Mb/d: EIA .... US shale gas production 40% of total US natgas production in '13 .... US natgas stockpiles ~11.4% below avg. Lowest level since '08 .... Exelon to expand natgas power gen by 2Gw by '17 .... Shell, Statoil got license to develop shale gas onshore Algeria. 51% held by Algeria natl comp .... Total got license to explore for natgas offshore Nile delta .... Edgo Energy licensed for 2 oil/gas blocks in Takijistan .... Delonex Energy (UK - new) bought 2 exploration blocks in E Ethiopia .... Discovery of new gas field onshore Netherlands .... Development of 25B bls oil in new areas of Mexico coming up next 15 years .... Romania improving oil/gas investment climate to stem declining production. Europe's 4th largest oil reserves, 5th largest NG reserves .... Enbridge to spend $44B through '18 on new pipelines, power gen .... New 300Kb/d pipeline from TX Permian Basin to Houston now operational. 2-year buildout .... U Cal researchers found way to coax Ox molecules from CO2 .... Feds overriding N Carolina on Duke Energy draining coal ash dumps .... Bullfrog invasion in Montana growing.

ISIS MAKING STRATEGIC DECISIONS IN SYRIA based on Islamic end time prophesy. Dabiq. Close to Turkey border. Prophesy that "Rome's" allies to number 80 (countries). Dabiq takeover leads to taking (Constantinople), Rome .... US airstrikes trying to halt ISIS offensive on Kobani. ISIS shelling from 3 sides. Night attack repelled with help of airstrikes .... 1st US forces (Marine) death in ISIS war. Accidental .... Pakistan Taliban chief offering help to ISIS .... ISIS took another town in Anbar Iraq .... ISIS propaganda withering with US airstrikes: report .... Leader of Syria al Qaeda (Nusra) warning revenge for airstrikes .... Biden suggested Turkey had supported groups in Syria linked to al Qaeda. Turkey protesting.

RUSSIA RATIFIED EURASIAN ECONOMIC UNION. China, India, several central Asia, Far East countries. Readies trade in currencies other than US dollar. Trade without tax, duties; with national currencies, commodities .... Russians behind cyberattack on J P Morgan: report .... Russian who helped lead Crimea takeover found in Serbian Bosnia at Cossack celebrations of Russia-Serb ties. Oct 12 Bosnia elections. Pro-Russian tipped to be re-elected president .... Pro-Putin candidates lost leadership bid in Latvia election .... Slovakia the 4th EU member since Sept to see its natgas supply cut by Russia. Supply cut in half. Russia says deal depends on Ukraine .... Hungary suspended natgas delivery to Ukraine "indefinitely".

Friday, October 3, 2014

FRIDAY CLOSE ... Market up 208/45/21. Volume normal to slightly heavy. Back to 50-day lines. WTI over $89, Brent over $92. US natgas $4.01. Copper back to $300 .... Where are airstrikes for Kurds?! (Someone get to Barrack out on the golf course please.) Bill Gates: Bitcoin "cheap" .... (stock #s in %) GERS up 123. POLR up 100. MMMW up 91 with volume on news. (Let's see what happens.) ASPW up 40. CCTC up 33 with volume. AMLM up 19. JUHL up 17. CBEH up 14, up 30x last 12 months. XDSL up 14. LMRMF, LEOM, HYSR up 12. HIIT up 11 with volume back to top. EWRL up 11. LEDS up 10 with volume. IFXY up 10. ALTI up 7 more .... CERPQ down 47. CNTO down 29. CPWY down 13. XSNX down 11, new low. LEXG down 11 with volume. BFRE down 10. CREE down 3 with volume, another downgrade.

N KOREA LOCKDOWN. POSSIBLE COUP. Jung-un reportedly fractured both ankles from wearing high heels. (Yea, even if not true, I had to report it. TOo funny.) .... ISIS fighters in Raqqa losing hearts and minds. But ISIS surrounding Kobani. Kurds warning of massacre, pleading for airstrikes on tanks. (Hello Barrack. Um. Airstrikes on ISIS tanks please. Over. Come in.) .... Hit extremists with "iron hand": top Saud cleric .... Shi'ites joining Sunnis to defend Iraq towns .... Hong Kong protesters called off talks with govt after clashes .... Climate change could alter human male-female ratio: study. (Hopefully, more female considering China 1 child policy and all.) .... TX oil comp tied to illicit deals in Syria. (Buying ISIS black market oil?) .... 2,325 billionaires in world. ~12M millionaires. (What to say? Good going. Please do good with it.) .... 4 new carcinogens found. (Don't eat. Don't drink. Don't breathe. If you want to stay completely healthy.) .... Utah hospital treating patient with "ebola-like" symptoms .... 7-Mile Beach in Jamaica vanishing from rising sea. (Or maybe that was just high tide.) .... EPA stepped away from long-promised refinery rule .... Green group backing 1st GOP House candidate. 1st ever Republican. (That's special. Who is it?) .... California taking extreme measures to ensure annual salmon spawn amid drought. (I can still get wild-caught salmon. They say so on the packaging.) .... S Cal bracing for triple-digit temps again. (Well, hope wind doesn't rise up and someone starts another fire.) .... Humans sap energy that cheetahs need for hunting: study. (My guess: water.) .... Bullfrogs moving down Yellowstone River. Authorities scrambling for containment strategies. (Jeremiah was a bullfrog said a song.) .... Ebola slowing Exxon work in W Africa. (5 new cases/hour in Sierra Leone.) .... Cancer risk from air pollution down in Los Angeles area. (OK. This alone says people - even our kids and grandkids - get cancer from air pollution.) .... Toxic algae dissipating along OR river .... Brazil oil corruption scandal hitting President's party days before election .... US coal plant with carbon capture/storage project delayed again with cost overruns .... London converting red telly booths to "solarbox" charging stations .... Nigeria's crude sales to US have dried up .... Kersey, Colo to turn on 143Kw solar plant to power water treatment plant. With 3rd party finance, town to save 16% over grid .... NY awarded near $100M for 214Mw of solar projects .... Utah NAACP calling for "just" energy policies in state .... Com Ed customers with smart meters can sign up for project that gives credits on bills for reducing power use during peak demand .... AES Philippines Power putting in 40Mw batt storage to enable clean power grid integration .... Blackbird unit got approved for 100Mw wave power project in Kenya. 10Mw 1st phase. Production cost 2 cents/Kw to be sold for 8 cents .... One Roof Energy getting $16.7M finance for 175 more rooftop solar systems. $6.9M @ 9.25% .... Vestas terminated 254Mw deal with CPFL Renovaveis .... Scientists fusing solar with battery into 1 device to cut costs. Runs on light, air. (Sure gotta love that!) .... Oregon court tossed Wyoming appeal for coal export terminal .... Fire shut down Alaska offshore drilling platform, pipeline .... $1B more cost expected for SC nuke plant buildout .... Lamborghini hydrid to debut .... Onward and upward, pards. Onward and upward. Love ya. Happy weekend trails.

FRIDAY OPEN .... Market up 117/42/16. Volume normal. WTI over $90, Brent over $92. (Sauds lowering oil prices.) Gold under $1,200. 248K new US jobs Sept .... ISIS shelling Kobani, driving Kurds over border. (Where are the airstrikes?) .... Ebola infecting 5 new souls every hour in Sierra Leone .... (stock #s in %) MMMW up 149 with volume, breakthrough news. POLR up 100. GERS up 30. ENSL up 20. CCTC up 18. BSRC up 16. GWBU, XDSL up 14. HYSR up 12. VSPC, JUHL up 11. PWDY up 10. NENE up 8. NTCXF up 5. VOIL up 1, new high, up 100x last 12 months. AXPW reverse split (I presume, with 3K gain.) .... CNTO down 29. NORX down 20, new low. MDDD down 18.

Thursday, October 2, 2014

THURSDAY CLOSE .... Market flat, mixed. Volume a little heavy. WTI over $91, Brent over $93. US natgas $3.91 .... OPEC price war maybe started with Saud price drop. (May be to help punish Russia like Soviets in '80's. We shall see.) .... (stock #s in %) AEHI, WTWO up 100. CNTO up 46. MDDD up 26. AQNM up 20. ALTI up 18. KNDI up 18 with volume, news. BFRE up 12. SWET up 11 with volume, news. VOIL up 11, new high with volume (and another flyer in the mailbox today. This could be a super pump and dump. Or a real dealio.) ECAU up 10. XSNX up 9. NENE up 8. GTAT up 8 with news .... POLR down 50. CCTC down 33. PWDY down 25. GERS down 23. ENSL down 21. AMLM down 19. BLDW down 15. ENPH down 13. CBEH down 12. CREE down 12, new low with volume, report of lower LED demand. XDSL down 12 with news. UBRG, VSPC down 11. JUHL down 10. NTCXF down 6, new low with volume. CERE down 5, new low with volume. LSCG down 3, new low. TERP down 2, new low.

ISIS SITS ON EST. $2B OF ASSETS. They had est. $875M in June, mostly from sacking Mosul. Also now sit on some 40% of Iraq's wheat crop. (Um, that should be already harvested for this year. Could tighten food supply in rest of Iraq.) .... ~$175B spent globally in 1st 3 quarters of '14 on clean/renewable power, up 16% on year .... Brazil drought from deforestation, global warming climate change .... 50 years ago, Lake Chad was 25K sq. kilometers. Now under 2K. Dead Sea from ~1K sq. kilometers to 650 now. Up to 3K small lakes in source region of Yellow River have evaporated in last 2 decades .... Large stretches of Ganges, Nile, Yangtze already biologically dead from water depletion, pollution .... U Cal Irvine, Stanford, Near Zero researchers found in some cases, use of natgas would actually increase emissions for world's power gen sector by up to 5% .... Scientists working on ocean health index found damage that can be reversed .... With greater gas mileage comes harmful carbon particulates: report. (Does that seem logical to you? Could be study by API.) .... Slow Atlantic hurricane season due to El Nino conditions: forecasters .... EPA awarded over $500M of loans, grants for upgrades to sewage treatment plants, drinking water systems damaged by Sandy in NY, NJ .... 1/2 of Japan's utilities moved to restrict more solar power. Power oversupply problems for some regions, stress on country's decentralized grid .... San Diego mayor announced ambitious energy savings plan .... NRG Energy buying Pure Energies to help make online connections with potential home solar users .... Survey found more fracking rules in drilling states, but little consistency .... Virginia energy plan opened door to 3rd party solar .... New methane rules creating biz boom for leak detection, prevention .... 14M acres up for grabs in next Alaska North Slope lease sale .... Chinese mogul's Canadian Bakken oil bet came up dry .... DOE approved 1GW power line to deliver Quebec hydropower, some wind power to NYC. $2B project. 336 miles, mostly underwater .... Sauds dropped their official prices for oil .... Shipment of Alaska crude went to S Korea last week. US exported 420K bls oil last week. (Probably more if counting condensates.) .... EIA: US oil production down 30Kb/d last week to 8.83M. (Basically, an estimate.) .... ARPA-E $30M for energy crop development .... Mass' largest power utility got approval to raise fixed rate for el to near 2x current rate .... Tampa El to install 2Mw solar canopy over airport garage. Online by '16 .... Gamesa to supply 231Mw of turbines for 9 Brazil wind projects. Deliveries in '16 .... Trans Canada buying 30Mw - 3 solar farms - from Canadian Solar (CSIQ) for ~$163M. (Over $5/w. Pretty expensive.) .... Vestas to supply 49Mw of turbines for Uruguay wind project. 1Q15 delivery .... Arab investment bank to increase participation in $200M+ clean/renewable power deals .... DOE $25M to research how to cut concentrated solar costs .... NV Energy aims to add 100Mw more clean power to its NV portfolio .... WV driller pleaded guilty to criminal violations at fracking sites .... US refiners can handle projected rise in US tight oil production: industry .... Little prevents waste in open pits at fracking sites from escaping into air: report.

THURSDAY OPEN .... Market down 67/22/1. Volume normal. WTI over $90, Brent over $92. ECB kept rates on hold. Corporate US healthiest in decades with lower debt. US factory orders record decline on aircraft .... ISIS selling women as sex slaves. (Buyers could let them go free.) .... (stock #s in %) AEHI, WTWO up 100. CNTO up 29. AQNM, BFRE up 20. KNDI up 11 with news. SWET up 11 with news. VOIL up 6, new high. TSLA up 3 on Musk tweet .... ENSL down 23. CREE down 15, new low with volume after report. CERE down 15, new low. PWDY down 12. GERS down 11. ENPH, JUHL down 10. LYSDY down 8, new low. TERP down 6, new low. LSCG down 3, new low. NTCXF down 3, new low.

Wednesday, October 1, 2014

WEDNESDAY CLOSE .... Market down 238/71/26. Volume heavy. WTI over $90, Brent over $94. US natgas $4.13 .... (stock #s in %) ALTI up 38. AMLM up 17. CCTC, XDSL up 14 .... AEHI, WTWO down 50. PWDY down 42. BLQN down 40. WPRT down 24, new low with volume, update, downgrade. SSOL down 17. BFRE, ECAU, SWET down 16. HYSR down 12. RGSE down 12 with news. VOIL down 11 with volume after hitting new high. MDDD down 11. EVSI, PTOS down 10. LEXG down 8, new low with volume. RVLT down 4, new low. TERP down 3, new low. CREE down 3, new low with volume.

RUSSIA STARTING TO USE SAME LINE ON BALTICS that it used for Ukraine .... New NATO leader offering olive branch to Russia .... Turkey to fight ISIS, wants Assad gone .... Iraq Air Force accidentally delivered food, ammo to ISIS fighters .... Toxic caterpillar population exploding in London .... Last winter polar vortex took down every type of equipment on power plants, forced over 17Gw generation capacity to shut down at one point: report .... US natgas increasing supply can match winter demand even if polar vortex hits again: report .... Toxic emissions found at TX playgrounds near natgas drilling sites .... Oil, rail industries want up to 7 years to retrofit tank cars, 3 more years to retro older cars .... 2x as many wild horses in US west as land can sustain: feds. (What's wrong with horse meat? Or can we sell or donate the horses around world?) .... Baker Hughes today starts disclosure of all chems it uses in fracking .... Energy industry's share of methane leaks down in latest EPA GHG inventory .... Alaska crude shipped offshore. 1st time in 10 years .... Germany's clean/renewable power gen topped that from lignite 1st 9 months of '14. 27.7% v. 26.3%. Wind 9.5%, biomass 8.1%, solar 6.8% .... Biomethane from wastewater treatment plant fueling UK homes. Sewage sludge also fed to anaerobic digesters for more NG, el .... DOE launched $25M funding to overcome 2 key barriers for algae biofuels .... Savannah River Site began coal ash landfill cleanup of 1.3M cubic yards of ash .... New NREL software for wind industry simulates range of variables for wind farms to maximize output, efficiency .... Cal Gov signed demand response law. PUC now has clear direction to consider demand response, not just fossil fuel investments, in planning how to balance, ensure reliability for state grid .... Sun Ed, Europe Bank for Reconstruction/Development, OPIC $50M project finance for 28.8Mw solar plant in Jordan. Online late '15 .... Abengoa 1.4B Euro syndicated loan to refinance debt, finance projects .... World Bank, other agency OK'd $519M for 350Mw of concentrated solar in Morocco. 160Mw project already under construction at site .... Sask Power (Canada) to open 1st carbon-capture/storage coal power plant. To store 90% of emissions. $1.2B for 110Mw. (Very, very expensive.) .... Solarpark (Spain) started up 25Mw solar plant in Chile. To power mining comp. Also currently bldg 19Mw solar plant in Peru online by yearend .... Brazil comp to invest $82M to build its 1st solar panel plant. Online by '17 .... Reliance Power to invest $8.12B across solar, hydro, coal power .... NEO Solar sold 22.5Mw of Taiwan solar farms .... RGS Energy moving away from 200Kw+ solar projects .... India to install 1st offshore wind farm - 100Mw .... Rising costs forced utility to scrap tidal project off Washington state .... IG calling for "immediate action" to make nuke waste site safer.

WEDNESDAY OPEN .... Market down 157/43/12. Volume a little heavy. Indeces fallen through 50-day lines. US private sector jobs up 213K in Sept. Sauds cut crude production .... Ukraine rebs stepped up airport attacks. ISIS reported ~1 mile from Baghdad. Still fighting for Syria border town .... (stock #s in %) AMLM up 17. XDSL up 14 .... WWPW down 41, new low. ENSL down 36. PWDY down 35. WPRT down 23, new low with update, downgrade. BFRE down 16. LEXG, SSOL down 11. RGSE down 11 with news. RVLT down 7, new low. SCTY down 4. TERP down 3, new low. TSLA down 2. VOIL down 1 after hitting new high.