WEDNESDAY CLOSE .... Market down 160/41/21. WTI over $53, Brent over $57. US NG down to $2.96. Italy prez resigning .... (stock #s in %) PSON up 38. GPRC up 35. LIME up 21 with volume. JUHL up 21 with volume. NGLPF up 20. RNWEF up 18 with volume after hitting new low. LYSDY up 17 with volume. CCGI up 17. AWSL up 15. ACFN up 13 with volume. DPSM up 11. CREG up 4 after new low. ASTI up 2 after new low .... BSRC, XDSL down 16. AQNM down 13 with volume. SWET down 11. ULBI down 11 with volume. UBRG down 10. CABN down 10, new low with volume. LSCG down 9, new low with volume. GSFVF down 7, new low with volume. AXPW down 7, new low. CSUN down 3, new low. Happy new year, pards. If you can make sense of it, let me know.

TESLA (TSLA) ROADSTER UPGRADED TO OVER 400-MILE RANGE. New batt cell has 31% more energy than original. New Roadster 15% more aerodynamic .... N Korea denied hack of S Korea nuke plant .... Gazprom buying out Europe partners of South Stream NG pipeline project to bypass Ukraine .... China court ordered 6 comps to pay $26M for polluting .... Bahrain $1B grid upgrade by '17. Part of $4B next 5 yrs for new power projects .... Trinidad, Tobago got $40M loan from Caribbean Development Bank for energy policy changes. Islands converting to compressed NG from diesel, gasoline .... Dominion closed on EDF 20Mw solar plant in Cal.

WEDNESDAY OPEN .... Market up 37/17/2. WTI under $53, Brent under $57 .... (stock #s in %) CCGI up 22. LIME up 21 with volume, news. RNWEF up 18. LYSDY up 15. MDDD, PSON up 13. DPSM, QTMM up 11. XSNX up 10 .... IFXY down 20. BLQN, XDSL down 16. ABAT down 12 with volume. GSFVF down 12, new low. CHGT down 10 with volume.

TUESDAY CLOSE .... Market down 55/29/10. WTI over $53, Brent over $57. US NG down to $3.08. Tax cut coming for Japan. Russians organizing v. Putin .... (stock #s in %) CHGT up 129 with volume, news. BLDW up 53. IFXY up 51. XDSL up 20. ULBI up 20 with volume. VSPC up 15. ASYS up 13. QTMM up 12. CABN up 11. SKYS up 9. HSOL up 5 after new low with volume. AMRS up 3 after new low with volume .... PSPW down 30. WWPW down 24. MDDD down 24 with volume. PSON down 23, new low with volume. NGLPF down 16. OOIL down 14, new low with volume. VOIL down 14. CCGI, LTBR down 12. BLQN, FNVRF down 11. GSFVF down 10, new low with volume. DPSM down 10 with volume. RNWEF down 8, new low with volume. LYSDY down 6, new low with volume. RVLT down 6 with volume. RGSE down 5, new low with volume. ASTI down 5, new low. NENE down 4. NTCXF down 4 with volume. ELON down 1, new low with volume.

GLOBAL UTILITY-SCALE SOLAR SETTING OVER 10GW RECORD IN '14. Projects over 4Mw each .... World crude/condensate production up 1.27Mb/d in Sept to near 79M: EIA. Non-OPEC countries 833Kb/d of increase to near 46M .... 8M tons/yr floating LNG export project in Texas put on hold over oil prices .... Could take over year to get Iraq refinery back online after retaking it from ISIS .... Canada unit of CNOOC halted oil production in Yemen over "security threat" .... S Sudan deal with CNPC to boost oil production in at least 3 blocks .... Nigeria oil exports set to fall to 1.87Mb/d in Feb from over 2M in Jan. Maintenance .... Prices of credit default swaps on Venezuela debt indicate over 60% chance of default .... Raizen (Brazil) to invest $930M through '24 to push cellulosic ethanol production to 1B liters/yr .... Mexico researchers finding biodiesel from used cooking oil reduces public transport emissions 90%. Engines better lubed, cleaner. (And smell yummy.) .... Doosan to build 1.33Gw coal plant in Vietnam for $1.6B. Online in '19. Vietnam powergen cap est. 35Gw by '17 .... 15Mw run-of-river hydropower plant now online in Zimbabwe. $30M cost. Operating at 20% of cap with low water .... Australia record emissions drop in carbon tax years .... Texas wind output 33.2M Mwh Jan-Nov .... Shanghai El MOU for clean power in Egypt .... CWE (China) $1.8B clean power deal with Kazakhstan .... Jordan awarded licenses for 150Mw solar .... Scotland installed solar up 32% in '14.

TUESDAY OPEN .... Market down 55/14/5. WTI over $53, Brent over $57. Gold jump. Russia econ shrank in Nov .... (stock #s in %) BLDW up 53. CHGT up 41 with news. DPSM up 33. XDSL up 20. LSCG, VSPC up 16. SSOL up 13. CABN up 11. ASYS up 9 .... PSON down 29. WWPW down 25. GSFVF down 16, new low. GPRC down 16. AMPD down 15. BSRC down 14. UBRG down 10. RVLT down 9. AMRS, LYSDY down 8, both with new lows. ASTI down 5, new low.

MONDAY CLOSE .... Market flat, mixed. WTI down under $54, Brent under $58. US NG up to $3.16. Yen continues slump started when US went off gold standard. ('73?) NATO ended Afghan war. 13 years. Duck and cover Afghans. Russia econ down in November; heading, some say, for 4% negative GDP next year .... (stock #s in %) AMPD up 21. FNVRF up 19. BFRE up 17. RVLT up 15 with volume, news. LEDS up 13 with volume. BLQN up 13. NGLPF up 12. CCGI up 11 with volume, news. BLDP up 10 with volume. NTCXF up 4 .... MGLT down 50 with volume. AMLM down 36 with volume. BLDW down 26 with volume. LSCG down 22, new low with volume. ALTI down 21. IFXY down 19. XDSL down 16. ACFN down 15 with volume. AMTX down 13. SSOL down 13 with volume. PSON down 11, new low. RGSE down 10 with volume. GSFVF down 10. ABAT down 10. HSOL down 9 with volume, news. XSNX down 1, new low with volume.

LIBYA MILITANTS SET FIRE TO OIL STORAGE TANKS. At least 1.6M bls up in smoke .... Reports of major buildup of US military equipment in Kuwait. Likely prep for offensive v. ISIS in '15 .... BP bypassing sanctions in buying stake in Rosneft Siberia field .... Russia to deliver coal, el to Ukraine .... Iran inflation down to 20% .... US oil rigs in operation down 37 last week .... N Dakota oil production down 5.4Kb/d in Oct .... Almond trees, salmon vie for water in Cal .... Areva to supply turbines for 350Mw wind farm offshore Germany .... TransCanada bought 10Mw Ontario solar plant from Canadian Solar (CSIQ) for $52M .... Enel Green connected 2 new solar plants to Chile grid. $110M 60Mw, $70M 40Mw.

MONDAY OPEN .... Market up 9/5/4. WTI over $55, Brent over $59. Greece freefall post election .... (stock #s in %) AWSL up 34. RVLT up 31 with volume, news. CCGI up 27 with volume, news. FNVRF up 19. BFRE up 12. BLDP up 10 .... MGLT down 50. AMLM down 33. WWPW down 25. IFXY down 20. XDSL down 16. AQNM down 12. GEVO down 11. PSON down 11, new low. AMRS down 8, new low.

9 NUKE PLANTS EXPECTED TO COME ONLINE IN JAPAN IN '15 .... Natgas now 26% of US power gen .... 20% of US NG production comes from oil wells. So, if oil wells shut down because of low prices, NG supply may be affected .... DOE: US oil inventories 5% higher than '13, gasoline supply 3% higher .... 7 of 9 Libya oil export terminals now shut down .... 1st NG fracking contracts for Egypt. Apache, Shell. $40M start.

FRIDAY CLOSE .... Market up 23/33/6. New Naz high. Volume holiday light. WTI under $55, Brent under $60. $29B Japan spending package. Japan production down. Visa, Mastercard halted Crimea services. ISIS failing at being a state .... (stock #s in %) LEOM up 23. QTMM up 17. MDDD up 11. LYSDY up 10. HYSR up 9. SKYS up 8 with volume .... BLQN down 25, new low with volume. AMPD down 24 with volume. BFRE down 20. NGLPF down 17. CSGH down 15. VSPC down 10, new low. IFXY down 10. VOIL down 9. MKTY down 8, new low. BWEN down 6, new low. CABN, ELON down 2, both new lows with volume. CREG, FTEK down 2, both new lows.

FIGHTING IN LIBYA SPREAD TO 3RD OIL EXPORT TERMINAL. 2 others remain closed. No oil exports now .... Texas Rail Commission: Nov oil/gas permits down ~50% from Oct .... Bakken shale rig count down 7 last week to 180 .... Ukraine again wants to join Ukraine. Russia protesting .... Ukraine, rebels' prisoners trade .... Enel Green Power to build E15M, 5Mw biomass plant to boost 13Mw geothermal plant in Italy .... Statkraft (Norway) plans to invest over $8B in clean/renewable power in coming years. Norway boosting Statkraft equity 5B Kroner. Also govt agency cutting its Statkraft dividend take by another 5B Kroner '16-'18 .... Continental (major Bakken player) projected '15 capex at $2.7B, down from original $5.2B projection .... France going to B8 from B7. Over B7 may void some car warranties. EU approves B7 .... Harvard researchers modify genes in bacteria to produce chems on demand. Up to 30x yield increases. Process up to 1Kx faster than metabolic engineering .... Zimbabwe cutting back to E5 from E15. Sugarcane shortage from heavy rains .... Enel Green Power completed 99Mw Chile wind farm for ~$190M .... China General Nuke Power to buy 80% stakes in 3 UK wind plants from EDF for over $157M. Over 70Mw total .... $470M of Russia loan spent on Belarus nuke plant construction in '14 .... ADB to finance $120M loans, grants for 118Mw run-of-river hydropower plant in Bhutan. Power to be sold to India. Also $58M from India bank consortium. Another $19M from DGPC. Online in '19 .... Pakistan high court OK'd construction start on 2 nuke plants .... JFE, partners to build $123M waste-to-power plant in Japan .... Orix adding rentals of residential rooftop solar with batt storage.

FRIDAY OPEN .... Market up 57/22/7. Volume holiday light. WTI over $55, Brent over $60. Negative interest rates in Japan, production down .... (stock #s in %) XSNX up 20. CCGI up 17. AMRS up 10 .... AMPD down 25 with volume. AMLM down 23. UBRG down 18. BSRC down 16. BLQN down 11, new low with volume. VSPC down 10.

WEDNESDAY CLOSE .... Market flat, mixed. WTI over $55, Brent over $60 .... (stock #s in %) UBRG up 22. XDSL, BSRC up 20. AMLM, SSOL up 14. ZAAP up 12 with volume. VOIL up 10. BYDDF up 5 with volume. NTCXF up 5 .... BLQN down 33, new low with volume. CABN down 14 with volume. GSFVF down 11, new low with volume. AWSL, SWET down 10. HYSR down 9. OOIL down 8, new low. NENE down 5 with news.

TUESDAY CLOSE .... Dow up 64, SP up 3, Naz down 16. (What's up with Naz down?). WTI over $56, Brent over $61. US NG up to $3.19 .... Coke to cut up to 2K jobs. (Sorry, but good that fewer people are drinking Coke.). N Korea internet cut off 2nd day in a row. (Stuff your nukes up your arse, there, Kim.) (Or I could not comment. What's the likelihood of that?. I don't get paid for this. Never was.) .... (stock #s in %) AMLM up 33. EVSI, MMMW up 25. ZNNMF up 24. LEOM up 18. CABN up 17. GEVO up 14 with volume. JUHL up 13. LSCG up 11 after new low. PSON up 11. SOPW up 10. CREG up 6 with volume. AMSC up 5 with volume .... POLR down 97. The dump after the pump. (Don't trust anything you get in the mail except from family and such.) BSRC down 30 with volume. DSTI down 27. (Didn't they just go up a lot?) CCTC down 23. PTOS down 19. UBRG down 18. CCGI down 14. MDDD down 13. ASPW down 11 with volume. DPSM down 10.

CLEAN POWER 71.8% OF US POWER GEN ADDED IN NOV. 873Mw total added. 333Mw wind, 294Mw solar, 140Mw NG, 106Mw coal. Clean/renewables 47% of powgen added this year in US .... No collusion over oil prices: Sauds .... Rooftop solar, power storage market to be up to $1B by '18: GTM Research. 10x growth .... Planting crops in degraded forests could prevent 13B tons CO2 emissions: study .... Deforestation increases CO2 emissions, changes rain patterns, raises air temps: study .... Global agriculture production to sink from global warming climate change: study .... Chinook salmon hearts can't keep up with global warming climate change: study .... Southwestern Energy still fracking 30 new NG wells/month in Fayetteville shale. Went from 40th to 4th largest US NG producer. Discovered Fayetteville 10 yrs ago. Now committed $5B to develop more in Marcellus, Utica fields bought from Chesapeake .... Israel antitrust regulator looking at Noble Energy, partners' NG development .... A Republican urging Virginia to join cap-and-trade program. (Wow, don't you just love "rogue" Republicans?) .... A court rejected EPA's deadline extension for ozone compliance .... Another court rejected enviros' bid to force EPA to regulate lead bullets .... Miami Beach linked oceanfront construction to flood protection .... Sinovel seeking to avert default .... China biodiesel won court case v. Sinopec over blocking market penetration .... S Korea going to B2.5 in August. B2 now. B3 in '18 .... Finland 30M Euros for cellulosic biofuels projects .... Successful exploration of O/G wells off Brazil; in Colombia, Peru .... EBRD 23.7M Euro finance for 39Mw wind power in Poland. Total 67.9M Euros cost. Online by '16 .... NRG Energy broke ground on green HQ in NJ. Plans to reduce their CO2 footprint 50% by '30 from '14 baseline. 90% by '50 .... Abengoa (ABGB) to build 5 new power transmission projects in Chile .... Sun Ed (SUNE) 39.5Mw of PPAs with 16 public housing authorities in Mass .... EU carbon allowances at most in 2 yrs. Up 48% this year .... KfW loaning 645M Euros for solar complex .... SUNE, JPM Capital $175M solar development fund .... Japan $2.49B clean/renewable power spending package .... Huaneng Renewables raised $225M on share placement .... Pattern Energy bought majority of 200Mw Texas wind farm.

US DRILLING RIG COUNT DOWN 18 LAST WEEK. Down 40 in Canada. US down 45 last 2 weeks .... Avg. US "stripper" well produces under 2 bls/d. Over 400K of them supply ~11% of US production. 700Kb/d in '12. Now some plan to idle .... US shale drilling costs falling about as fast as oil prices: Goldman Sachs. Producers moving rigs to lower cost fields .... Marathon to cut capex 20% in '15. But expects 5-10% rise in production .... OPEC (sans Iran) to earn ~$700B from oil exports in '14, down 13% from '13. Lowest since '10 .... Iran found new large NG reserve .... Consortium plans 50% production increase from Iraq's Rumalia field to 2.1Mb/d by '20 .... Schlumberger to drill Statoil N Sea heavy oil field discovered in '80's. Expecting 55Kb/d .... Statoil investing $610M to develop another N Sea discovery .... Norway oil production 1.46Mb/d, down 5% on year .... EU banned investment in Crimea, Russia oil/gas exploration in Black Sea, cruise ship docking in Crimea .... BASF called off asset swap with Gazprom .... Repsol bought Talisman for $8.3B .... Chevron shelved Ukraine shale gas project .... India imported avg. 4.27Mb/d in Nov, up 17.3% yoy .... Woodside (Australia) to pay Apache $2.75B for stakes in 2 LNG export projects. Delayed approval for its own $35B LNG development .... Nigeria oil workers strike suspended .... Eni 1B boe discovery off Congo coast .... Canada oil production up 5.6% in '14. EIA est. 4.47Mb/d in '15 .... 14 new Canada oil sands projects scheduled to start in '15. 266Kb/d. 36% more project starts than '14 .... Husky to cut capex 33% in '15 .... US utilities forecast to end '14 with lowest coal stockpiles since '05. Railroads clogged up from oil, grains.

TUESDAY OPEN .... Market up 85/9/5. New highs. WTI over $56, Brent over $60. Russia, 4 ex-Soviet countries formed alliance. US 3Q GDP revised to up 5%. US durable goods orders down .7% in Nov .... (stock #s in %) XDSL up 20. ZNNMF up 15. JUHL up 13. ALTI, NENE up 10. AMSC up 4 more with volume, news .... BSRC down 38. CCTC down 23. PTOS down 22. UBRG down 18. SKYS down 16. MDDD down 13. SWET, DPSM down 10. GSFVF down 3, new low.

MONDAY CLOSE .... Market up 154/16/7. New highs. Volume slightly light. WTI over $55, Brent ~$60. US natgas down to $3.17 .... (stock #s in %) SKYS up 60, new high with news. ZNNMF, DSTI up 38. CCGI up 32. QTMM up 31. PTOS up 28. HYSR up 22 with volume. CERE up 21 with volume. CCTC up 21. AMPD up 20 with volume. BBLU up 17. WWPW up 15. ASPW up 14. MKTY, PALAF up 12. SWET up 11. UBRG up 10. HSOL up 10 with volume. AMSC up 6 with volume .... AMLM down 29. FNVRF down 20. LSCG down 19, new low. XDSL down 16 with news. HIIT down 15. BLQN down 14. NENE down 13 with volume, news. SPIR down 12. PSON down 10. XSNX down 9. NTCXF down 5. BYDDF down 4, new low with volume. GSFVF down 3, new low. CREG down 2, new low. CABN down 2, new low.

FOREIGN COMPS HALTING SALES IN RUSSIA. RUBLE FALLING TOO FAST TO SET PRICES .... S. Korea nuke plant operator hacked .... N. Korea internet offline today .... Seemingly strong slowdown in Texas Oct oil/gas production .... Brit oil industry on verge of collapse. Number of new oil projects profitable at $60/bl close to zero. N Sea output in decline since late '90's. UK oil production under 1Mb/d .... OPEC ministers calling on all oil producing countries to cut production .... Strong Pacific trade winds have helped slow global warming in last 14 years: research. Winds push warm air into ocean .... S Cal Ed selected 264Mw of power storage in latest bid process, even beating out costs of new natgas plants .... Oregon utility to pay $2.5M fine for 2 wind farms killing 374 protected birds, including 38 golden eagles, since '09 .... China central bank: China GDP growth in '15 likely to decline from est. 7.1% in '14 .... China strategic oil reserve likely to grow 100M bls to 160M .... BP bid for lower fines for Gulf spill citing oil prices .... China approved Syngenta GMO corn .... Final fuel rods removed from Fukushima damaged reactor .... Energy Capital bought Wheelabrater for $1.94B. 768Mw of waste-to-el at 15 sites. 1 in construction in UK. Metals recovery/recycling .... Cellulosic ethanol market to overtake biodiesel market by '20. $24B by '20: Allied Market Research. 49% CAGR .... Cal PUC to launch 250Mw FIT for small-scale biopower projects .... Airbus MOU with Emerging Fuels for US sustainable avfuels production .... Tucson El Power OK'd to offer residential rooftop solar for set monthly fee fixed for 25 yrs. No install, maintenance costs. $250 admin fee. Available for 500-600 customers in '15 .... KDC Solar opened 6.3Mw plant in NJ to supply hospital .... RES Canada to develop 147Mw wind farm in Quebec. Part of 450Mw tender. Siemens turbines. Wind power avg. $.063/Kwh, some of cheapest power in province. $.076 with network upgrade costs .... Alstom to supply turbines for 18Mw wind farm in S Korea. Online by '16 .... Sumitomo Mitsui Bank, partners set up clean power fund. $38M target .... Kyocera, partner to build 13.4Mw floating solar plant near Tokyo. Also 1.7Mw, 1.2Mw floaters in Japan .... Senvion got 60Mw UK supply contracts.

MONDAY OPEN .... Market up 72/10/1. Volume normal. WTI under $56, Brent under $61 .... (stock #s in %) SKYS up 43, new high. CCTC up 21. PALAF up 16. WWPW up 15. HSOL up 13 with volume, news. AMPD up 13. QTMM up 12. GWBU up 11. AMSC up 10 with news. ACFN up 10. RVLT up 6 .... AMLM down 32. BLQN down 28. FNVRF down 20. NENE down 6.

FRIDAY CLOSE ..... Market up 26/17/9. Volume 3x normal on options Friday. WTI over $56, Brent over $62. US NG down to $3.47 .... Kurds broke IS 4-month siege of Mt. Sinjar. Go Kurds! .... (stock #s in %) IFXY up 55. PSPW up 47. EWRL up 36. AMLM up 27. XDSL up 20 after reporting. SWET up 20 with volume. BSRC up 18 with volume. LSCG up 15 with volume. AMTX up 14. SKYS, SSOL up 12. LMRMF up 11. CLNE, AQNM, AMPD up 11 with volume. LYSDY up 10 with volume. WPRT up 10 .... ASPW down 26 with volume. BBLU down 24. PRHL down 14 with news. JUHL down 11. RNWEF down 10, new low. BFRE, AXPW down 10. QTMM down 7 with volume. RVLT down 5 with volume. HSOL down 4, new low with volume. BYDDF down 3, new low with volume.

WORLD'S CO2 EMISSIONS UP 2% IN '12. DOWN FROM 3.8% AVG OVER PAST DECADE .... 41% of amphibians on Earth face extinction. 26% of mammal species. 13% of birds. Sumatra elephant, Amur leopard, mountain gorilla critically endangered. Reindeer disappearing worldwide .... EPA passing on hazardous designation for coal ash in 1st ever standards .... Enviros suing EPA over failure to stem stormwater runoff .... EPA taking enforcement action v. 61 comps over lead .... EPA corrected rule on pesticide export labeling .... Obama set guidelines for climate review in agency decisions .... IS fight to take at least 3 years: US general .... No new US sanctions for Russia over Ukraine .... Congress eliminated office supposed to shepherd Alaska NG pipeline project .... KfW (Germany) to loan $123M for Chile's 1st concentrated solar project. $1.2B, 110Mw plant Abengoa (ABGB) building. EC providing 15M Euros through Latin Am Investment Facility program. Sunniest desert on Earth. Online in '17 .... Duke, other utilities in S Carolina preparing solar development plan on heels of state's new net metering agreement .... Sweden power bill hike for nuke decommissioning .... Enviro, health costs of EVs using coal power plug may be up to 80% worse than gasoline-powered vehicles .... BNDES OK'd $116M for Abengoa cellulosic ethanol plant in Brazil. ~17M gal/yr .... 9 more sugarcane-to-ethanol crushing plants to be mothballed in Brazil over oil prices .... Duke buying 20Mw solar farm in N Carolina from Geenex, ET Solar .... EBRD 23.8M Euros toward 39Mw wind project in Poland. 68M Euros total cost. Online by '16 .... Centrica sold 50% stake in 90Mw wind farm offshore Ireland to Dong for $78M .... Rame Energy to build 2.5Mw solar plant in Chile for $6.4M. Online by '16 .... BNDES OK'd $222M loan for 4 sugar/ethanol plants in Brazil .... Near $4.5B of clean power project finance transactions announced this week .... Kong Sun to build over 300Mw solar in China .... EU: oil sands not "dirty" fuel. Ratification vote next year .... Africa Development Bank 176M Euros for 350Mw solar project in Morocco .... Pattern Energy (PEGI) expanded credit facilities to $350M from $145M .... Acciona turned on 94Mw solar plant in S Africa. 250 hectares, 470 solar trackers, 319.6K PV modules .... Alerion Clean Power to issue 110M Euro bond.

FRIDAY OPEN .... Market up 13/7/4. Volume 3x normal (options Friday). WTI $56, Brent $60. China $308B GDP revision .... (stock #s in %) SKYS up 19. LSCG up 14. ABAT, LMRMF up 13. SSOL up 12. NGLPF up 10 .... DPSM down 24. VSPC, HIIT down 16. ASPW down 15. BFRE down 12. CNTO, JUHL down 11. NTCXF down 10. BYDDF down 4 more, new low with volume. OOIL down 4, new low.

ARCTIC HEATING UP TWICE AS MUCH AS ANYWHERE ELSE ON PLANET: NOAA. (Heat rises?) .... Cal droughts caused by absence of very large storms: research .... Cameron says Brits "fed up" with onshore wind, wants subsidies dropped .... Fine airborne pollution particles linked to autism: study .... New Indonesia govt sinking foreign vessels in illegal fishing fight .... Cameroon army killed 116 Boko Haram. Boko kidnapped 185 more in Nigeria .... Water, organic material, methane found on Mars .... "Impossible" for Sauds to reduce oil output: minister .... Clearing rain forests distorts wind, water, climate change beyond carbon change: study .... Kurds launching Sinjar offensive v. IS after air strikes .... Assad running out of soldiers .... Washington gov unveiled carbon cap initiative .... Long Island utility nixed offshore wind in bid process .... Evacuations after Ohio fracked well leak .... Japan toughening rules for clean/ren power development. Producers have to make start dates, pay for access within month of contract signing. Also utilities can stop intake of clean power for 30 days/yr without paying suppliers .... Solar plus batt storage market to reach $1B in US by '18: SEIA .... Buffett comp testing smart grid tech for home energy mgmt in UK .... $1T worth of oil production projects threatened by low oil prices: Goldman Sachs. Could lower oil supply by up to 7.5Mb/d in next decade .... Expecting major downward revision of China '13 GDP number .... Raizon, Iogen started cellulosic ethanol production in Brazil. $100M sugarcane plant expansion. 40M liters/yr .... US Senate passed tax extenders through '14. Expire Jan 1 .... E85 sales up 12% 3Q in Iowa. 3.3M gallons .... China expected to lift ban on GMOs .... Dominion Virginia Power's new 1.33Gw NG power plant turned on. $1.1B. Construction started early '12. Another 1.3Gw NG plant due online in '16 .... Enel Green Power got $100M loan from Brazil bank toward over 260Mw new wind power in Brazil .... GE to supply 2 flex-fuel, combined-cycle turbines for Calpine 760Mw plant in PA. PJM grid connection .... Pakistan to offer investors higher returns on power sector investments. Small increase in power charges .... Green Africa Power got $40M aid from Norway for Africa clean/renewable power projects .... Clean/renewable power gen up 24% 3Q v. 3Q13 in UK. 17.8% power share. Solar up 79%. Offshore wind up 14%. Onshore wind up 7.7% .... Germany, India financial agreement for Green Energy Corridor .... Chevron halted drilling plans for Beaufort Sea .... NHL offsetting their carbon output this current season .... EPA proposing new standards for brick, ceramics industries .... TX regulators cut air pollution standards for chem plants since '07.

THURSDAY OPEN .... Market up 179/70/27. Volume a little heavy. WTI ~$56, Brent ~$61. Swiss Natl Bank negative interest rates .... (stock #s in %) BLDW up 25. LYSDY up 17. RGSE up 12 with news. ZNNMF up 12 with volume. GPRC, CHGT up 10. SCTY up 8 with news. FSLR up 6. NENE up 5 with letter. RVLT up 4 with news. TSLA, CREE up 3. SPWR up 3 with news .... AWSL down 14. TMEN down 12. BYDDF down 10, new low with volume. HSOL down 2, new low with news. SKYS down 2, new low.

WEDNESDAY CLOSE .... Market up 288/96/40. Fed staying pat with "patience". Volume a little heavy. WTI over $56, Brent over $60. 1st US forces fight with IS, Iraq forces losing ground .... (stock #s in %) ZNNMF up 95 with volume. MGLT up 32. BBLU up 26. GPRC up 19. ALTI up 16. AMLM up 15 with volume. TMEN up 14. OPTT, EVSI, CSUN up 13. CDXS up 13 with volume. SSOL, SZYM up 12. AXAS up 11 with volume. CJES, UBRG up 11. AMTX, CLNE, LMRMF, PEIX up 10. HYGS, ACPW up 9. VSLR up 8 with news .... BSRC down 49 with volume. WWPW down 37. DSTI down 27. ASPW down 23. XDSL down 16. DPSM, NAMG down 13. LEOM down 12. AMSC down 2, new low with volume. CSIQ down 1, new low with news of US solar tariffs.

US DROPPED TARIFFS OF 26-78% ON CHINA SOLAR PANELS. 11-27% on Taiwan solar cells. Also antisubsidy duties of 27-49% for China modules. Still ITC decision on it next month .... AZ, CA, NV agreed to add up to 3M acre-feet of water to Lake Mead by '20 by reducing water withdrawals. Mead now ~10 feet from where Feds would declare shortage, rationing. 3M ac-ft would add 30 feet. 14-yr drought in Colorado R. basin .... Drought has left Cal 11T gallons drier: NASA. 17M Olympic pools of water would eliminate drought. (At least they're getting some desal plants built.) .... US High Plains Aquifer in steep decline: USGS .... Obama extended drilling ban for Bristol Bay in Alaska .... China plans major slowdown of new coal-to-gas projects .... Minnesota OK'd $250M solar park development .... Cuomo banned fracking in NY Marcellus .... Louisiana reopened state Gulf waters to fishing post BP spill .... Japan regulator OK'd nuke power restart .... Brit Columbia to proceed with $7.6B hydropower project on Peace R. .... Turkey stopped US corn imports over GMO issues .... 3rd NG deposit found in Israel's Mediterranean. Up to 5TCF .... ET Solar unit to build 40Mw project in Israel .... Sun Edison (SUNE) closed $117M fund with Barclay's Citi, TERP for solar investment .... Edison to build 180Mw combined-cycle NG plant in Egypt .... Nordex to supply 36Mw wind project in Finland .... Southern planning 131Mw solar project in Georgia .... National Grid planning 16Mw solar project in Mass. 19 locations. June completion .... Acciona to build $500M of wind, solar in Chile ....IFC $300M loan for 215Mw wind project in Panama .... IDB OK'd $125M for clean power projects in Uruguay.

WEDNESDAY OPEN .... Market up 89/17/12. Volume normal. WTI over $56, Brent over $60. Fed wait .... (stock #s in %) BBLU up 20. MMMW up 19. CDXS up 16 with volume. HIIT, TMEN up 14. EVSI up 13. ALTI, SSOL, SZYM up 12. MKBY up 11 with news. OPTT up 11. LIME up 10 .... BSRC down 49. AMLM down 32. DSTI down 27. XDSL down 16. AWSL down 14. WWPW down 12. GTATQ, XSNX down 10. CSIQ down 4, new low with news. HSOL down 2, new low with news.

TUESDAY CLOSE .... Market down 111/57/16. Volume heavy. Naz below 50-day lines. WTI over $55, Brent over $59. US NG down to $3.67. Russia stocks down 12%. Apple stopped online sales in Russia. (How you dewin, Vlad?) .... (stock #s in %) BSRC up 53 with volume. DSTI up 38. BLDW up 36. BBLU up 26. PRHL up 26 with volume. ASPW up 21 with volume. XDSL up 20. GTATQ up 20 with news. VSPC up 18. BFRE up 17. LEXG up 14 with volume. TPLM up 14. SWET up 12. PSON up 11 with volume after new low. AMSC up 2 with volume after new low. CJES, CREG both up 1 after hitting new lows. SPWR up 1 on upgrade .... CGYV down 20. OPTT down 16, new low with volume. GPRC down 16. CERPQ down 14. DPSM down 13. TMEN down 13, new low. VOIL, SSOL down 12. CREG down 11, new low with volume. CBAK down 10 with volume. MKTY down 10, new low with volume. KNDI down 9. ACPW down 7, new low with volume. LSCG down 6, new low. LYSDY down 5, new low. ASTI down 5, new low. HSOL down 3, new low. HYGS down 2, new low. FSLR down 1, new low.

GREENLAND'S CONTRIBUTION TO SEA LEVEL RISE may be much more than expected: studies .... As CO2 grows, trees don't: research .... Significantly more lightning predicted this century: study .... Vestas to supply 310Mw for Kenya wind project. .85Mw turbines. Wind conditions "among best in world" .... Chevron pulled out of $10B shale gas development in Ukraine. Cited tax regime. Field was expected to produce 10BCM/yr .... Oil pipeline project from Bakken to Oklahoma shelved. (Oil prices.) .... Oasis Petroleum to cut '15 capex 44%. Conoco Phillips 20% in US. Murphy ~20% .... PSC Solar building 10Mw/yr solar panel factory in Nigeria .... China to loan $608M for Serbia coal power plant, coal mine expansion .... Portland General El turned on 267Mw wind farm in Washington. Siemens 2.3Mw turbines. ~$500M .... Boralex (Canada) offering C$400M cash for Enel Green Power France .... SPI Solar selling $140M of shares in private placement .... Ofgem $1.1B subsea power line for offshore Scotland wind project .... Akuo Energy got funds for 24Mw wind project in France .... Nigeria wants to build 1.7Gw solar .... DOE $60M for methane detection, climate projects .... Kuwait ~$7B to develop heavy oil fields. 60Kb/d by '18, 270K by '30 .... LNG prices under $10 now in Asia ... Canada heavy oil down to near $40/bl .... US Supreme Court rejected BP challenge to its settlement agreement for Gulf spill.

TUESDAY OPEN .... Dow up 74, Naz down 19, SP up 2. Volume heavy. WTI over $55, Brent over $59. Talk of '98 all over again. Taliban attack on Paki school. Iran oil discount to Asia deepest in 14 years .... (stock #s in %) WSGP up 41. GTATQ up 25 with news. CSGH up 24. BFRE up 21. XDSL up 20. TPLM up 17. QTWW up another 16. CHGT up 14. HIIT, ZNNMF up 11. CABN up 10 with volume .... CBEH down 36. IFXY down 21. AMLM down 16. ZAAP down 15. CERPQ down 14. MKTY down 12, new low. NAMG down 11, new low. CREG down 9, new low with volume. HYGS down 7, new low. ASTI, LSCG down 6, new lows. ACPW down 4, new low. CSUN, HSOL down 1, new lows. TSLA down below $200.

MONDAY CLOSE .... Market down 100/48/12. Volume slightly heavy. WTI under $56, Brent under $61. How low do we go? US NG down to $3.74. Gold back under $1,200. Ruble down 9.5% today, Russia increased key interest rate to 17%. Takes me back to early '80's Volcker rates over 20% to kill inflation. Russia says it wants E. Ukraine to stay with Kiev with reformed constitution. Al Qaida took 2 Syrian army bases. OPEC emergency meeting with production cuts ruled out. Recent IS attack in Russia. French police dismantled network sending jihadists to Syria. Half of Americans still too broke for major purchases .... (stock #s in % but Yahoo about half reporting) .... GTATQ up 48 with news. CERPQ up 34 with volume. BLQN up 19 with volume. SSOL up 18. IFXY up 17. QTWW up 16 with volume, news. BBLU up 16. LEDS up 13. SKYS up 13 with news. OESX up 12 with volume. HYSR up 12. ACFN up 11 with volume .... BLDW down 31. ASPW, BFRE down 30. XDSL down 28, new low with volume. AWSL down 27. CCTC down 22. LIME down 18. CREG down 16, new low with volume. VSPC down 15, new low with news. BSRC down 13. GSFVF down 13, new low. LMRMF down 12. CABN down 11, new low. ALTI down 7, new low with news. AMSC down 6, new low with volume. CCGI down 6, new low. HSOL down 6, new low. CLNE down 5, new low. CSUN down 4, new low. OPWR down 4, new low. ACPW down 4, new low with volume. AMRS down 4, new low with volume. FSLR down 1, new low. PEGI down 1, new low with volume.

198 COUNTRIES COMMITTED TO REDUCING GHG EMISSIONS AT LIMA UN MEET. Scientists say it falls short of what's needed .... Global CO2 emissions projected 2.5% higher in '14 v. '13. 37B tons. Future emissions shouldn't exceed 1.2T tons to keep Earth temp rise to 2*C. At current rate, it will take less than 1 generation of us to get there .... Americans ignorant of health impacts of global warming: Yale study .... World coal use to hit record 9B tons by '19: IEA .... Australia emissions can climb 26%, still meet Kyoto pledge .... Marathon Oil significant oil/gas discovery in Kurdistan. Total has 35% stake, Kurds 25% .... Serinus Energy NG discovery in Romania .... 1st NG delivered from BG Group offshore Trinidad .... Indonesia comp to build 213 new LNG import terminals by '18. Saud, Thai, Japan comps, CNOOC partnering .... Fuel Cell Energy (FCEL) experimental fuel cell system captures CO2 .... US admin $140M for 2 more new manufacturing innovation institutes .... US oil rig count down 29 last week to 1,546 .... N Dakota 4Kb/d drop in production to 1.18Mb/d in Oct from Sept. New well completions down to 134 from 193. Bakken oil selling for near $40/bl at wellhead .... New US drilling permits down 40% in Nov: Reuters .... Up to 40% of energy junk bonds at risk of default if prices stay low. Could trigger financial market meltdown .... Brits setting up large training base for Kurds, Iraqis. China offering to help Iraq defeat IS but won't join coalition .... Libya's national oil comp closed 2 of largest oil export terminals. 300Kb/d capacity. Islamists were attacking, driven back by Petrol Protection Force, Libya AF .... November global temps below avg.

MONDAY OPEN .... Market flat, mixed. Volume a little heavy. WTI ~$57, Brent over $61. Ruble new low. US industrial production up strong. Abe reelected, wants to stoke econ .... (stock #s in %) CHGT up 20. QTWW up 19 with news. BBLU up 14. SKYS up 8 with news .... RNWEF down 11, new low. UBRG down 10. NAMG down 9, new low. CREG down 4, new low. CSUN down 2, new low. PEGI, CLNE, AMSC down 1, all new lows.

FRIDAY CLOSE .... Market down 315/54/33. WTI over $57, Brent over $61. US natgas up to $3.76. Halliburton cutting 1K jobs. Mexico peso tanking. Fitch downgraded France .... (stock #s in %) ASPW up 42. SWET up 34 with volume. CHGT, CPWY up 25. GTATQ up 22. SOPW up 19. TMEN up 17 after new low with volume. XDSL, LMRMF up 16. CABN up 14. WEST up 10. NENE up 7. VSLR up 1 after hitting new low .... MGLT down 53. CNTO down 40. LEXG down 23, new low with volume. AMPD, UBRG down 16. CCGI down 15, new low. PRHL down 13. ALTI down 10. SKYS down 9, new low. CREG down 6, new low with volume. GSFVF down 6, new low. LYSDY down 4, new low with volume. CJES down 3, new low. AMSC down 2, new low. ASTI down 2, new low. CLNE down 2, new low. FSLR down 2, new low. FTEK down 2, new low.

40% OF US SHALE OIL PRODUCTION LOSES MONEY BELOW $60 OIL, ALMOST 90% UNDER $50 .... OPEC Nov production down 200Kb/d from Oct to 30.05Mb/d. Their '15 demand forecast 28.9M from 29.4M this year .... 5 more deluges may quench Calif drought .... US refineries producing at record 16.5Mb/d .... US oil production up to 9.1Mb/d last week .... Record number of oil tankers cruising to China .... Climate change won't dry up S. Cal: study .... Solar to produce less than 1% of US power in '15. (So, a lot of market left.) .... China opened key section of massive water project .... Exposure to some phthalates linked to "significant" IQ drop in children .... Warming waters "reshuffling" species along US west coast .... 1st "green" bond database aims to boost transparency .... LNG comp plans to build $4B liquification complex in Louisiana .... U Conn researchers demo'd hemp as viable biodiesel feedstock .... Chicago mayor sent E15 legislation back for more work .... Sumitomo contract for Indonesia 40Mw geothermal project. World Bank loans. Online Mar '17 .... Russia deals to build 10 more nuke reactors in India, sell India 10M tons oil over next 10 years. Also MOU on LNG deal, possible helicopter plant .... Russia to build 2 new nuke reactors in Hungary. 1.2Gw each. '18 construction start, online '25, '26. Est. $15.5B. Russia financing most .... Access Power contract to build Uganda's 1st solar farm. 10Mw, $17M. Online by '16. Over 16 cents/Kwh for 20 yrs. End users pay 11 cents .... Eaton providing equipment, services for 5Mw solar microgrid project for island off Equatorial Guinea. Batt storage .... Com Ed's energy efficiency program to reach $1B customer savings .... LDK Solar 30.6Mw China project .... Jinko Solar 80Mw China project. Greenhouse roofs. Online by yearend .... EDF bought 51% stake in SINOD Energy .... China announced plan for 10.53Gw offshore wind by '16 .... Carbon limits supported by 1/2 of all Republicans: poll .... DOE proposed new dishwasher standards .... Trade fights fueling solar industry growth in Malaysia.

FRIDAY OPEN .... Market down 156/16/12. Volume normal. WTI over $58, Brent over $62. IEA cut global oil demand forecast 4th time in 5 months. China factory output waning. EU area industrial output up .1%. US wholesale prices down more than forecast on oil. Record ruble low .... (stock #s in %) GTATQ, SWET up 19. XDSL up 16. SSOL, LEXG up 15. LSCG up 14. CABN up 10. XSNX up 9 .... CNTO down 40. CBEH down 28. DPSM down 23. ALTI down 17. VSPC down 13. AMPD, WWPW down 11. VSLR down 4, new low with news. AMSC down 2, new low. CJES down 2, new low. QTWW down 2, new low. SKYS down 2, new low. HSOL down 1, new low. FSLR down, new low.

IS LEADER: "IF THERE HADN'T BEEN AN AMERICAN PRISON IN IRAQ, THERE'D BE NO IS .... Russia selling their gold .... Great Lakes water levels rising .... 270K tons of plastic floating in oceans: study. (For fish to eat and die of.) .... Fish likely to migrate quickly with warming waters: study .... Japan forecasters say El Nino here .... Cost to fit all world's fossil power plants with CCS est. ~$17.6T. (Well, if US hadn't already borrowed it to do WHAT?! ...) .... Solar City (SCTY), Bank of America $400M for roof solar .... Norway pension fund advised to keep fossil fuel stocks as best way to demand greener practices .... BP $1B restructuring .... Senator says documents show EPA, enviros' "collusion" on setting climate policies. NRDC firing back .... Group of senators calling on EPA to strengthen power plant rule for more GHG emissions reductions .... Kerry at UN climate forum today in Peru .... State Dept stressing need for Arctic climate agenda. Republicans oppose .... US ag, forestry sectors could make substantial cuts in GHG emissions: report .... Catholic bishops joint statement on climate action .... Walden Pond to have solar array, EV charge stations .... CBO sees benefits for US consumers from oil/gas exports. (Really?!) .... NRG adding more fast-charge EV stations in Atlanta .... India to spend at least $100B on climate-related projects. But not committing to limit carbon emissions. And didn't say when that $100B would be spent either. World's 3rd largest polluter .... Wind, solar power "not ready for prime time": Exxon analyst. (Well, analyst starts with "anal".) .... Some of MILLIONS of abandoned oil/gas wells just in US still emit methane: study. Potentially large source of unrecorded GHG emissions. Princeton study found avg. 6 pounds/day/well methane emissions. (Um, that looks like maybe 6M or plus pounds/day of methane emissions just from US abandoned wells, folks. WE have to get a handle on this, pards.) .... Germany's GHG emissions rising last 3 years. Govt announced new measures to reverse trend .... Africa Development Bank $580K grants for clean cooking in Nigeria .... U of Florida researchers came up with human waste turned into rocket fuel .... UK launched funding competition for advanced biofuel plants. (Um, how about human waste?) .... Plasma Pulse Tech can replace chems, water used in fracking, enhanced oil recovery. Licensed in US by Propell. Even cheaper than present tech .... Kuwait oil chief: oil won't rise above $64 until at least mid-'15 unless world econ grows or OPEC cuts production .... GE finance unit, Pacifico to build their 2nd solar project in Japan. 42Mw online 3Q16 .... Kentucky Utilities asking for 9.6% rate hike. US residential avg rate 12.43 cents/Kwh. KU's 9 cents. They're investing $3B next 4 yrs to meet EPA rules. They serve 77 KY counties, 5 VA counties .... 3 new solar projects near Vegas getting US fast track. Final approval could be Spring. Total 480Mw from First Solar (FSLR), NV Energy, Invenergy. 3,100 BLM acres ....DSM turned on 6Mw solar array at NJ plant. To supply 30-40% of plant's el use at peak. To save $290K/yr. DSM's glass coating increases panel output 4% .... Enel Green $98M loan from Brazil bank to build over 260Mw of wind power in Brazil .... Abengoa (ABGB) to speed sales to its yieldco to raise up to $200M. Also reducing its yieldco stake .... First Wind selling majority stake in 2 US wind farms/projects to JP Morgan Chase. 255Mw .... Weg (only Brazil wind turbine comp) wants to build solar panel factory .... India approved over 20Gw of solar parks .... Uganda OK'd 1st solar project. 20Mw .... UK to offer 25M Pounds to fund biofuels .... Russia comps to build 100Mw of solar in Pakistan .... Hundreds of cities following Rio's approach to emissions reductions .... Renewable Energy Group (REGI) to buy IC Green Energy (Israel) 69% stake in Petrotec (German biodiesel maker) for $20.9M. Also to pick up $15.4M loan to Petrotec .... Colorado took first steps to address expected water shortage .... APHIS cleared path to allow wasps to combat disease-spreading insects .... Oregon put 92K acres up for sale after logging shortfall .... Vikings testing film to save birds from stadium glass strikes .... DOE updated wind resource maps to reflect advances in turbine tech .... IG probing hack of NOAA that interrupted satt data .... Have a great day out there pards. Happy trails.

THURSDAY OPEN .... Market up 196/67/24 on retail sales. Volume normal. WTI over $61, Brent over $64. Russia interest rate hike (5th) to stabilize ruble. Gasoline prices rising in IS territories .... (stock #s in %) CGYV up 72. DPSM up 29. USEI up 19. WWPW up 16. TMEN up 15 with volume. CERPQ up 15. LMRMF up 12. EVSI up 11. GPRC up 10. SCTY up 3 with news .... WSGP down 46. CNTO down 41. WTWO down 33. GTATQ down 20, new low. GWBU down 16. VSPC down 15. CCTC down 13. ABAT down 8. QTWW down 4, new low. ASTI down 3, new low. HSOL down 1, new low. OPWR down 1, new low.

WEDNESDAY CLOSE .... Market down 268/82/33. Volume normal. WTI over $61, Brent over $64. US natgas up to $3.73. Troubles and bubbles. Nothing new under the sun. End of this age been coming a long time .... (stock #s in %) CNTO up 80. WSGP up 61. AWSL up 37, up over 7x on year. LEXG up 37 with volume. TMEN up 17. MMMW up 13. NENE up 9. ALTI up 7. BOPO up 4 with volume, up 5x on year. CLNT up 3 with volume, news .... Check out downs: BLDW down 41 with volume. CHGT down 23. CSOL down 22, new low with volume. DSTI down 22. AMLM down 20. HYSR down 17 with volume. PTOS down 16. QTWW down 15, new low. LMRMF down 14. SOPW down 13. BFRE, GPRC down 12. GTATQ down 12, new low with news. MKTY down 11. ENZR down 10, new low. GPRE down 9. NAMG down 9, new low with volume. BBLU down 8, new low. TPLM down 8 with volume. RVLT down 8 with volume after Roth initial coverage. QTMM down 8. NTCXF down 7 with volume. OOIL down 6, new low. OPTT down 6, new low after reporting. RNWEF down 6, new low with volume. CJES down 4, new low. CREG down 4, new low. LYSDY down 4, new low. RGSE down 4, new low. PEGI down 3, new low. OPWR down 2, new low. ASTI down 1, new low.

INDONESIA, GABON LEFT OPEC .... OPEC sees weakest demand for its crude in 12 years .... Low oil prices threatening govt budgets in 10 of 12 OPEC members. (Now 10?) .... US Navy deployed laser weapon in Persian Gulf earlier this year .... NATO intercepted dozens of Russian military jets over Baltic today .... Iran calling lower oil prices "treachery" .... Exxon resumed production at Canada oil sands ops shut down in Nov from mechanical prob .... Schlumberger cutting back fleet of offshore geological survey ships, cutting jobs. Cited low oil prices .... Avg US oil rig count same in Nov as Oct. Count up 3 to 1,575 week ending Dec 5: Baker Hughes .... ND regulators ordering producers to filter oil to take out flammable liquids (NG liquids) before shipment .... Australia about face - pledged $200M to Green Climate Fund .... Canada PM: would be "crazy" to regulate oil industry .... Philippines pledged to cut carbon emissions .... OSHA issued hazard alert for fracking, oil/gas drilling .... Distributed generation, energy efficiency could cost energy providers $48B: report .... Canada intro'd liability law for pipeline spills .... Marine Energy Council formed .... $11M offered by ethanol industry, Chicago Lung Assoc to help Chicago gas stations switch to E15 .... Kansas, Nebraska trying to block EPA rules on higher ethanol blends .... World proven oil reserves data filled with grossly inflated figs, major discrepancies: report .... Former China energy chief jailed for life after decade of bribes .... Oil/gas comps must decide on 800 proposed projects worth total $500B. Analyst reported up to $150B of it may not be done because of oil prices .... Gazprom Neft, PetroVietnam cooperation agreement toward oil/gas development .... GE supplying 34Mw of turbines for Croatia wind project .... Lockheed Martin, Concord Blue to build 5Mw forest waste-to-power plant in Germany. Steam thermolysis instead of incineration .... 2 Gamesa turbine supply contracts for China wind projects. 112Mw total. Online in 1H15 .... SoftBank unit, Mitsui to build 43Mw solar farm in Japan. Online in '17 .... Seeo (Cal) $17M finance round to continue development of lightweight lithium polymer batt tech .... Utilities forced to reassess value amid falling wholesale power prices: E.ON .... First Solar (FSLR) bought stake in Clean Energy Collective to get into residential market .... UK govt approved 1.2Gw offshore wind projects .... Natl Grid, Anbaric to build 1Gw clean power transmission project in US .... Most biofuels projects in last 5 years were based on $80 oil. Cellulosic ethanol plants planned for $100+ oil .... FERC setting up regional conferences on EPA clean power rule's power reliability impacts .... EPA overhauled Bush-era solid waste recycling exemptions .... No new money for Yucca Mountain in US spending bill .... Massive Colorado R. water release appears helping parched delta: report .... 3 northern white rhinos left in world .... DOE's last loan guarantee funds going for advanced nuke reactor, fuel .... Major US school districts now require antibiotic-free chicken on menus .... Israel oil spill may take years to clean up: experts .... Tesla (TSLA) opened Australia showroom, developing charging network.

WEDNESDAY OPEN .... Market down 121/24/14. Volume light. WTI over $61, Brent over $64. OPEC cut '15 forecast. Worst Greek stock slump since '87 .... (stock #s in %) CNTO up 60. MDDD up 14. MMMW up 13. LEXG up 12. AXPW up 12 with shareholders letter. XSNX up 8. NENE up 4 .... CSOL down 22, new low with volume. DSTI down 22. PTOS down 16. LYSDY down 15, new low. TPLM down 13. WSGP down 12. CHGT down 11. HYSR down 9. QTWW down 2, new low. CREG down 1, new low. OPWR down 1, new low.

TUESDAY CLOSE .... Dow down 51, Naz up 25, SP flat. Volume about normal. Good come back from morn. (I know, it looks like "mom". But it's morning.) WTI stayed over $63, Brent stayed over $66. US natgas up to $3.68 .... (stock #s in %) DSTI up 50. Who could have guessed that? TPLM up 48 with volume. HYSR up 45 with volume on their news. GPRC up 26. AMPD up 25. RVLT up 20. (Check that chart.) ASPW up 17. VOIL up 16. EFOI up 14. PTOS up 13. WPRT, PRHL, MKTY up 12. AXAS up 11 after hitting new low. ACFN up 10 with volume. CABN up 10 after hitting new low. CNTO, SSOL up 10. FCEL up 8 .... WSGP down 38. TMEN down 37, new low. LSCG down 25, new low. WTWO down 25. SWET down 19 with volume. XDSL, PSON down 14. AXPW down 13. LEXG down 11, new low with volume. WWPW down 10. VSPC down 9, new low. HSOL down 5, new low with volume.

US SOLAR INSTALLS UP 47% 3Q14 OVER 3Q13. 1.354Gw. Over 300Mw residential. 16.1Gw now installed. On pace to install 6.5Gw this year, 36% over '13 .... Atlantic Ocean circulation slowing. Driven by temps, salinity. Vital climate component. U of Exeter study. Continued influx of freshwater from global warming could be enough to slow circulation to a halt. That would bring drastic cooling to N. America, Europe, rising sea levels, prolonged droughts .... US House Republican to intro bill acknowledging climate change .... Europe 10x likelier to get heatwaves: study .... Extreme temp anomalies becoming more common worldwide: study .... NOAA: Calif drought from natural ocean temp changes, not global warming climate change. Scientists pushing back .... Conoco Phillips to cut capital spending 20% in '15, but their production will be up 3% .... BP cutting jobs, selling assets .... Precision Drilling (Canada) cutting capital spending 44% for '15 .... Raymond James est. 30% cut in US oil rig count by mid-'16 .... US Supreme Court denied request from children's group to force govt to do more to address global warming climate change .... US EPA launched online energy efficiency tool to help homeowners .... China launched separate international climate aid fund for developing countries .... 300-500K abandoned oil/gas wells in PA. Some may be leaking methane: study. Lack of monitors .... Carbon tax feasible for Oregon: report .... MISO grid (US midwest) initiative to establish real-time communication between power control rooms, natgas pipeline operators .... Drillship operator guilty of 8 felonies in Shell's failed Arctic exploration bid in '12 .... Oil/gas activity could harm reproduction, child development: study .... ITC heard testimony on China solar dumping .... Natural Chem to invest $105M in NM ecofuels complex. Buying Abengoa's (ABGB) mothballed ethanol plant to produce LNG, CNG, ethanol from sorghum, biodiesel, glycerin from corn oil .... Seneca Bioenergy filed bankruptcy in NY .... Bio Revolution Americas to invest $200M in Bahama pongamia project. 400K gal/d biodiesel. Also TX project .... Expect OPEC production cuts before June: expert .... Plans OK'd to build NG pipeline from Ohio Utica to Gulf .... Naftogaz (Ukraine) paid Gazprom $378M to get NG flowing .... Saud comp's Turkey unit $1B deal to build 950Mw combined-cycle NG power plant in Turkey. EBRD, Saud bank, IFC, Korea banks finance .... Yingli, partners to deploy solar in Thailand. Thai target 3Gw solar by '21 .... Global wind turbine manufacturing capacity now far surpasses demand: Navigant. '14 demand est. under 47Gw. Cap likely to exceed 71Gw .... Romania wants Moldova to partner on nuke plant project .... Boeing, S. Africa to make jetfuel from tobacco .... Comp turning Japan golf course into 15Mw solar farm. Solar Frontier panels .... Duke OK'd to build 3 solar farms in NC. 128Mw total. Online by '16 .... Enviva, John Hancock investing $320M in biomass JV .... NRG Energy $100M share buyback .... Mich appeals court rejected town's wind turbine ban .... Rising stream temps adding to Chesapeake Bay estuary woes: USGS .... DOT rolled out tire efficiency plans .... Iraqis pushing for Mosul offensive v. IS .... Iran's Quds chief spotted in Iraq: sanctions violation.

TUESDAY OPEN .... Market down 178/38/17. Volume slightly heavy. WTI over $63, Brent over $66. Greece back in financial crisis. Gold, silver jump. Truce in Ukraine, Russia resumed natgas supply .... (stock #s in %) HYSR up 41 with volume with breakthrough news. MMMW up 20. TPLM up 14. VOIL up 12 on yesterday's hype. SSOL up 10 .... WSGP down 42. WTWO down 25. LEXG down 22, new low with volume. XDSL down 14. LEOM down 12. AXPW down 11. PSON down 10. CERE down 7, new low. OPTT down 7, new low. LYSDY down 6, new low. LSCG down 6, new low. HSOL down 5, new low with news. AMSC down 3, new low. SPWR down 2, new low. CSUN down 1, new low. FSLR down 1, new low. HYGS down 1, new low.

FUKUSHIMA CLEANUP TO TAKE UP TO AT LEAST 40 YEARS. Radiation from it has been detected all over the world. To peak in '16. US surface soil radiation 108x higher than before Fukushima. 300 tons highly radioactive water leaked into ocean so far. Marine life in dire straits from it. Eat spirulina, chlorella, dark leafy greens to detox. Squalene (shark liver oil) best. Amaranth seed oil .... Eagle Ford will produce 2.8M bls in '15: Wood Mackenzie. But drillers' breakeven costs range from $49 to $100/bl.

MONDAY CLOSE: Market down 106/40/15. Volume normal. WTI ~$63, Brent ~$66. US natgas down to $3.67 .... (stock #s in %) BLQN up 121 with volume. WSGP up 109 with volume. WWPW up 60 on 100 shs. TMEN up 43. PSON up 15. LEOM up 14. LEDS up 13 with volume. CBEH, VSPC up 10 .... BSRC down 36. AWSL down 27. GPRC down 23. AMLM down 22 with volume. NGLPF down 21. WTWO down 20. QTWW down 18, new low with volume. LEXG down 18, new low with volume, news. MMMW down 16. OOIL down 16, new low with volume. ASPW down 15. SKYS down 15, new low with news. GSFVF, BFRE, AMPD down 14. RGSE down 13, new low with volume. CHGT down 11, new low. PEIX, SPIR, GEVO down 10. AXAS down 10, new low with news. CSGH down 10 with volume. CSOL down 10, new low. VOIL down 10 with volume, news. WPRT down 9, new low. TPLM down 8, new low after reporting. ENZR down 8, new low. CREE down 8 with volume. ASTI down 8, new low. ABAT down 7. SPWR down 7, new low. SUNE down 6. CSUN down 6, new low. CLNE down 6, new low with volume. CJES down 6, new low. AMTX down 6, new low. AMSC down 6, new low with volume. HSOL down 5, new low with news. HYGS down 5, new low. TSLA down 4. FSLR down 4, new low.

ISIS HAS SET UP TRAINING CAMPS IN LIBYA: WASHINGTON. (I say bomb them to oblivion. Let them meet those virgins.) .... 60 countries now in anti-ISIS coalition .... Iran indicted Washington Post Tehran bureau chief on as yet unknown charges .... Moscow owes western banks $700B that can't be rolled over because of sanctions. Russia inflation 9% in Nov .... Iran oil condensates exports not affected by western sanctions .... World Bank $1.2B for E. Africa infrastructure development .... Exxon, Rosneft terminated contracts for 5 oil service vessels for Arctic due to sanctions .... Petrobras, Ecopetrol discovered natgas offshore E. Colombia .... Gabon oil worker strike .... Republican state AGs in secretive alliance with some of top US energy producers to push back against admin regulatory agenda: NY Times .... Power savings of smart meters proving slow to materialize .... India govt paring back enviro rules .... FERC should have "formal role" in implementing EPA clean power plan: commissioner .... Latin Am nations pledging to restore over 39M forest acres .... Church of England to prod Shell, BP to cut emissions, invest in clean/renewable power .... Australia won't contribute to Green Climate Fund: foreign minister .... El Nino likelihood raised to 65% from 58% .... US oil to avg. $62 1Q15: Credit Suisse .... 1-1.5Mb/d will have to be taken off global market in 1Q15 to stabilize prices: EIA, OPEC .... US natgas reserves up 9.7% in '13 to 354TCF. (Just over 13 yrs supply at present use.) .... 4 largest US shale gas production areas could peak as early as '20: U of TX experts .... 2 power grids in Japan can add 14Gw clean power between them, near 1/2 of present power gen capacity .... Jordan awarded licenses for 33.5Mw solar .... UAE fund opened $350M green loan scheme to bidders .... Hanwha Solar (HSOL), Q-cells to merge .... Obama-mentor Harvard Law professor calls EPA clean power rule "fatally flawed" regulatory overreach .... Nov. one of coldest on record in US: NOAA .... US Supreme Court declined BP bid to stop spill liability payments .... Benzene link to leukemia emerges as liability for oil firms .... China emissions by '30 will be more than double US peak: study .... New Mexico fined DOE $54M over nuke waste mishap .... Kan, Neb AGs joined fight v. EPA ethanol model .... JA Solar (JASO) delivered 100Mw of panels to 1st large-scale project in Pakistan .... EU energy chief: South Stream NG pipeline can be saved if Russia plays by rules .... Eni started production deep offshore Angola. 45Kb/d now. Est. up to 100K in coming months. 200K in '17. 850M bls .... Spectra, partners to provide New England with more access to NG .... Global crude+condensate production peaked in '05 at ~73Mb/d. Hasn't gone higher since, though has fallen some years. Canada tar sands, N Am shale all of increase .... Africa Development Bank loaning $220M for 350Mw solar project in Morocco. Morocco wants 2Gw solar by '20 .... Renova got $268M loan from Brazil development bank for 411Mw wind project. 734Mw planned .... Capital Power (Canada) buying Element Power (US) for $69M. Picking up 15Mw solar in N.C., 50Mw wind in N.M., 14 wind, solar sites. Adding to its 2.6Gw power gen cap in N. America .... Nordex (Germany) order for 45MW wind project in Turkey. 3Mw turbines .... Itochu, partners to build 37Mw solar farm in Japan.

MONDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$64, Brent ~$67. Europe banks threatened by slowing growth: Moody's. German industrial output up. Record China trade surplus. Japan recession deepening. Sauds terrorist roundup .... (stock #s in %) WSGP up 109 with volume. LEDS up 35 with volume. ECAU up 20. USEI up 18 with dividend news. SSOL up 12 .... AWSL down 29. CBEH down 24. BSRC down 21. WTWO down 20. MMMW down 19. LEXG down 18, new low with news. ALTI, NGLPF down 15. ASPW, XDSL down 14. QTWW down 13, new low. AXPW down 13, new low. ZNNMF down 12. VOIL, EWRL down 11. SPIR down 10. CSOL down 10, new low. AMLM down 10 with volume. SOPW down 9 with news. TPLM down 9, new low after reporting. CJES down 6, new low. AMSC down 4, new low. CLNE down 3, new low.

LAYER OF WARMER WATER UNDER ANTARCTICA ICE SHEET increasing for at least last 30 years. Linked to changing wind patterns from global warming climate change. May make sheet melt faster, add to sea level rise .... Rainfall in parts of Africa may rise with rising GHG emissions: report .... Enviros filed challenges to oil/gas drilling permits for offshore California .... Enviros filed class action suit in Ohio to protect self governance over local fracking ban .... Ontario, Quebec won't consider climate change in decision on Energy East oil pipeline .... Recycling plant manager arrested for emissions violations .... $2.5T spent last 9 years on oil exploration, development. But world producing about same amount of oil as 9 yrs ago .... Oil drilling permits down near 40% across US in Nov v. Oct .... 80K wells fracked in US in last 10 yrs .... Fracking carries potential risks on par with thalidomide, tobacco, asbestos: report from UK chief science advisor .... Bank of England investigating economic risk of fossil fuel reserves staying in the ground because of govt policy, clean power revolution .... Oil drillers to accept some EPA rules to avoid curbs on methane emissions .... E15 kickoff in Florida .... Boeing trialing B15 in 787 .... US ethanol production 962Kb/d last week, down 20K from week before record .... Austria comp ordered 350 biodiesel semi truck tractors .... US House of Reps voted 378-46 to extend biofuel tax credits. $1.3B through '24 .... DOE $7M for biorefinery feedstock logistics projects .... Abengoa (ABGB) $90M finance from Norway bank for 50Mw Uruguay wind farm. Online Dec 15. Planning another 70Mw farm in Uruguay .... Enel unit started $190M 99Mw wind project in Chile .... SoftBank to invest $7M in US comp developing airborne wind turbines .... Global comps ending '14 in high value clean tech acquisition spree .... Senvion installed 6.15Mw turbine prototype. Record rotor diameter .... Petronas cancelled $32B LNG export terminal project in Brit Columbia. Cited oil prices .... Nanophotonic material beams excess heat from bldgs into space. Stanford research. Would save serious money on AC .... Venezuela cutting govt spending 20%. May devalue currency. Seeking foreign aid .... SPI Solar (SOPW) bought 9.9Mw project in New Jersey. Online 4Q15 .... Vestas got 49Mw order from Dominican Republic comp. 3.5Mw turbines. 2Q15 delivery. Online 1Q16 .... Belgian nuke reactor downed earlier in year by sabotage to restart by yearend .... Sun Edison (SUNE) to save $60M in utility bills over next 20 yrs for Mass low income housing authorities with new solar .... Ontario wind turbine rules not protecting citizens' health: study .... 54Mw wind farm in Philippines OK'd for grid connect .... Rhode Island regulators OK'd Deepwater Wind offshore project.

FRIDAY CLOSE .... Market up 58/11/3. Volume a tweak light. WTI over $65, Brent over $68. US natgas up to $3.79. Orion rocket success .... (stock #s in %) GPRC up 30. BSRC up 26, up 19x from year bottom. NGLPF, OOIL up 21. XDSL up 16. MMMW, PRHL, PWDY up 13. GWBU, UBRG up 10. ENPH up 8. LYSDY up 7 with volume. QTMM up 5 .... WSGP down 52 with volume. BLQN down 32 with volume. TMEN down 30, new low. CGYV down 20, new low. LEXG down 18, new low with volume. (Maybe the market really is waking up.) BBLU down 11, new low. DPSM down 11. GERS down 10, new low with volume. SSOL down 10. PSON down 9 with volume. VOIL down 9 (dump comes after pump). QTWW down 8, new low with volume. CSOL down 8, new low with volume. NTCXF down 7. RVLT down 6, new low with volume. SOPW down 3, up 15x on year. WPRT down 3, new low. TPLM down 2, new low with volume.

CALIFORNIA DROUGHT MAY BE WORST IN 1,200 YEARS: study .... Drought affecting over 1/3 US winter wheat crop, 28% of cattle herds .... White House initiative to create "climate-smart citizenry" .... Deforestation linked to Sao Paulo drought: report. Recent Brazil rainfall, though, if continues through their summer, will alleviate drought, restore hydropower. Petrobras, Electrobras got $1.23B of 3-year contracts to sell power in Brazil. Worst drought in 80 years has dried up hydropower .... Eating less meat essential to curb global warming climate change: report. Globally, livestock produces more GHG emissions than transportation. (Think about that, folks. I've gone vegetarian meself.) .... Recent Japan GHG emissions worst ever recorded. (Well, duh, they shut down all their nuke power.) .... Regs not needed for Gulf of Mex "dead zone": EPA .... China capping growth of fertilizers, pesticides use .... Global warming climate change to bring harsh threats to coastal power grids: study .... Rainfall in parts of Africa may rise with rising GHG emissions: report .... (Gotta run, guys. More later. Happy weekend.)

FRIDAY OPEN .... Market up 52/11/3. Volume normal. WTI over $65, Brent over $68. 321K new US jobs in November. German factory orders beat forecast .... (stock #s in %) CSOL up 32. BSRC up 26. NGLPF up 21. XDSL up 16. AMLM up 12. OOIL up 9 .... WSGP down 52 with volume. BLQN down 32. CGYV, WTWO down 20. CCTC down 12. LEXG down 11. MMMW down 10. QTWW down 4, new low. RGSE down 2, new low. RVLT down 1, new low.

THURSDAY CLOSE .... Market down 12/5/2. Volume slightly light. WTI over $66, Brent over $69. US natgas down to $3.66. Putin massive foreign currency bailouts for Russia banks. Big Buffett bet on Hillary. Keynes not yet triumphed over Marx says China. US House passed $577B defense budget .... (stock #s in %) WSGP up 51. WTWO, ECAU up 25. PWDY up 15. OOIL up 11 .... ONYX down 75 on 3K shares after reporting. POLR down 50. (UM, market is correcting in stealth.) NORX down 33, new low with extreme volume. CGYV down 28. PSPW down 23. CHGT down 22, new low with volume. GWBU, IFXY, PTOS down 20. SRWRF down 19. CPWY down 18, new low. PPRW down 16, new low. WWPW down 16. UBRG down 16 with volume. AXAS down 14, new low with volume. XDSL down 14. ZNNMF down 13. CABN down 12, new low. LEXG down 10, new low with extreme volume. GPRC down 10 with volume. ACFN down 9, new low with volume. CLNE down 7, new low. QTWW down 4, new low. RVLT down 4, new low. CREE down 3. And that's the dealio, pards.

THIS YEAR LIKELY TO BE HOTTEST ON RECORD: WORLD METEOROLOGICAL ORG. Global temp over 1*F above '61-'90 avg .... Bugs, storms devastated Italy olive groves .... Relatively little known about glacial melt in Himalayas .... 1st joint Cal-Quebec cap-and-trade auction sold out of permits .... China's carbon trading markets promising, but need major revisions: study .... Over 80% of Americans: climate change is happening. (Someone tell Republicans in Congress.) .... Clean power to get almost 60% of $5T expected to be invested in new power gen over next decade: IEA. Clean/renewable investment over $250B this year: Bloomberg .... US oil reserves at '75 levels, natgas reserves at record: EIA .... Next Era Energy buying HECO (H.I.) in $4.3B deal. Aims to cut power rates 20% next 5 yrs, increase clean power to 65% of mix next 15 yrs. 11% of HECO customers already have rooftop solar .... New material designs enabling better energy storage .... Solar power expected to triple by '20 with push from developing countries .... Canada banning near 3K rail tankers from hauling oil .... Price of el in Alberta 65% less when wind power generates over 600Mw v. days under 300Mw. Avg. wind power price C$.055/Kwh in '13. Entire pool avg. C$.08 .... Hanwha Solar (HSOL) 20Mw order for Inner Mongolia project. Dec. shipment .... Iraq/Kurd deal: Kurds can export 250Kb/d. Iraq can export 300K from Kirkuk area via Kurd pipelines. Iraq to pay Kurds for fighting ISIS .... Iran has begun bombing ISIS targets along Iraq/Iran border .... Pacific Biodiesel to supply HECO with biodiesel from used cooking oil, other feedstocks to use at 110Mw power plant for 2 yrs. 2-3M gal/yr. Renewable Energy Group (REGI) contract expires next Nov .... Novozymes launched enzymes line for biodiesel from waste oils .... Cheap gasoline killing cellulosic ethanol: MIT .... US Supreme Court won't hear Iowa Supreme Court ruling against ethanol plant owner over residents' complaints .... UK imports 85% of its biofuels .... Ethanol 65% price of gasoline in Brazil .... Russia econ to contract .8% in '15: Russia minister .... New Chevron/Statoil production in Gulf of Mex to yield 94Kb/d, 21MCF/d for est. 30 yrs .... New England residential el prices set for double-digit increases in '15. Mass prices up 37% in Nov. Prices up near 2x for Maine mid-sized commercial customers already. NG supplies most of region. Heating needs get first dibs on the gas. Gas for el then from spot market. Vermont nuke plant to shut down end of month .... Nordex to supply 36Mw for Finland wind project. 3MW turbs designed for medium wind, extreme cold. Online in '15 .... Allianz unit bought 8Mw solar project in Italy .... Japan defending using climate change funds for coal power project funding abroad .... China Wind Power sold unit to GCL for $37M .... Abengoa (ABGB) Yield closed $125M funding .... Disney ship greenest in cruise industry: report .... Shell pipeline leak polluting Niger Delta .... Ruptured oil pipeline in Israel "grave pollution threat" .... EU OK'd plan allowing nations to opt out of GMO approvals .... India court ruling to boot old cars out of New Delhi .... Jihadist attack in Chechnya capitol.

THURSDAY OPEN .... Market down 85/6/8. Volume light. WTI under $67, Brent under $70. No ECB stimulus this year. Europe econ to drag for decade: Dimon. Sauds widening Asia oil discount. N Dakota oil dropping below $50 .... (stock #s in %) DSTI up 73. WTWO up 25. PRHL up 12. BSRC up 12, up 18x off year bottom. PLUG up 10 with volume, order news. OOIL up 10 .... PTOS down 20. CHGT down 19, new low. SRWRF down 17. UBRG down 16, new low. CPWY down 15. CCTC down 14. GPRC down 10 with volume. MMMW down 10.

WEDNESDAY CLOSE .... Market up 33/18/7. Volume slightly light. WTI over $67, Brent ~$70. US natgas down to $3.81. 1st US gas station dropped gasoline price to under $2/gal. US cancer patients paying more for meds. 100 brains missing at U of TX. (Obamacare interesting.) New US spaceship takes test flight tomorrow. 6-yr Japan space mission to asteroid launched .... (stock #s in %) MGLT up 250. WWPW up 36. CBEH up 36, new high, up 11x from year bottom. BSRC up 33 with volume, up 16x from year bottom. GPRC, WTWO up 33. VOIL up 30, hit some kind of bottom. IFXY up 25. GSFVF up 22. WSGP up 21. PSPW up 20. CABN up 18. XDSL up 16. MMMW up 15. MKBY up 13. ALTI, REGI, XSNX up 10. LEXG up 7 with volume. ABAT up 6. CSUN up 5. ENPH up 4. CREE up 3 .... CGYV down 41 with volume. BOPO down 31. NGLPF down 13. ENZR down 12. PRHL down 11. ZNNMF down 10. CHGT down 9, new low. NTCXF down 7. RVLT down 1, new low with volume.

ANTARCTIC GLACIERS LOSING EQUIVALENT OF MT. EVEREST (161 GIGATONS) IN WATER WEIGHT every 2 years. Melt rates in some parts of continent tripled over last decade. NASA, U of Cal Urvine analysis .... Warming effects of CO2 emissions can appear in just 10 years: study .... Climate deal needs more than just emissions cuts: developing nations .... Kurds, Iraq reached deal on Kirkuk fields, to support war against ISIS. Kurds, Kirkuk can export up to 550Kb/d .... EU lending Ukraine over $180M for improving natgas pipeline from N Russia to Europe. Larger loan coming from Europe Bank for Reconstruction, Development .... US House to vote on extending wind power tax break .... UK to set up natgas sovereign wealth fund .... Record-breaking rainfall in S Cal. .... Typhoon ready to hit Philippines .... German cabinet voted for CO2 emissions cut of up to 78M tons by '20 .... China prepping $8B fund to fight air pollution .... Graphene breakthrough could make it possible to fuel cars with air .... Venezuela - with 256B bls reserve - importing oil. Can't refine their extra-heavy crude enough .... Accident at Ukraine nuke plant. No radiation leak. Temp power disruption. Malfunc not in reactors .... $60B price tag for US crude-by-rail rules .... Finland's largest utility to increase stake in Russia hydropower plants from 29% to 75%. JV with Rosatom. Also taking up to 15% stake in Finn nuke project .... Soitec, partners new world record solar cell. 46% efficient. Broke their Sept. '13 record. Target 50% .... Edeniq (Cal) joint development agreement with Global Bio-Chem (China) for 50K metric ton/yr cellulosic biofuels plant in China. Online in '15 .... Noble Americas bringing Indiana ethanol plant back online by yearend after $40M refurb to exit 2-year mothballing. To use 35M bushels/yr of corn .... Vertimass (Cal) got $2M DOE grant to help commercialize catalyst tech to convert ethanol into other fuels .... USDA $5.6M of grants to 220 comps to further production of advanced biofuels. $4M more to advance bioeconomy, reduce US dependence on foreign oil .... India oil marketing comps cancelled buy tenders for 1.2B liters of ethanol due to lower oil prices .... Proposed Idaho ethanol plant to use barley, potatoes for feedstock. (Really?! More food for fuel?! There are starving kids in the world. Even in US. This has to stop.) .... US shale drilling permit aps falling .... Namibia faces power shortages over next 4 yrs. Delays in major NG power project. Small clean power projects may help plug 400Mw deficit .... Indonesia comp plans to build up to 1.2Gw of coal, NG power plants for $1-1.50B for their industrial complex .... Brazil contracted 4.98Gw from 51 power projects at auction. Avg. price ~$78/Mwh. 4Gw from 12 fossil fuel, biomass plants. 926Mw wind. 43.8Mw hydro. Total cost est. near $6.1B. 20-30-year contracts. Wind price lowest at $54/Mwh. Brazil total power gen cap 126.7Gw end of '13 .... Intl Finance Corp to loan Africa comp $80M toward 450Mw NG-fired power plant project in Nigeria. Also short transmission line, NG pipe spur .... EON tapped FirstFuel Software to help medium-sized Brit comps benefit from energy saving analysis, tools usually available only for big biz .... Hanwha Solar (HSOL) delivered 20MW to China last month. ~30% HSOL 3Q shipments to China, up 5x from 2Q .... Itochu began selling home power storage systems in Japan. 7Kwh cap. Also can store cheap night grid power for day use besides storing solar roof power. $20K. Sony lith-ion batts .... BNDES loaning EDP Brazil $119M toward 120Mw wind complex project. Online in '16 .... Celsia bought 535Mw of power assets from GDF Suez .... SMA Solar reduced '14 forecast, cut 600 jobs .... First Flight Wind offshore project cancelled ....Abengoa (ABGB) $680M funding from Gulf banks.

WEDNESDAY OPEN .... Market up 15/4/4. Volume slightly light. WTI over $67, Brent over $71. 208K new US private jobs in Nov., less than forecast. Iraq/Kurd oil export deal. Iran hackers targeting global infrastructure. Australia growth slower .... (stock #s in %) DSTI up 96. WTWO, GPRC up 33. XSNX up 30. BSRC up 26 with volume, news. CABN, GWBU up 13. REGI, SENY up 10. VOIL up 9 .... CGYV down 50. WSGP down 16. CHGT down 12, new low. CCTC down 12. PRHL down 11. AMPD down 9.

TUESDAY CLOSE .... Market up 102/28/13. Volume slightly light. WTI over $67, Brent over $70. US natgas down to $3.91 .... Detroit power failure .... (stock #s in %) BLDW up 55. WSGP up 36. XDSL up 20 with news, volume. ALTI up 20. BOPO up 16, new high. ENPH up 11 with news. WWPW up 10. HSOL up 8 with news .... MGLT down 60, 3x intraday spread. GPRC down 50. WTWO down 40. IFXY down 22. CBEH down 20. EWRL down 19. MKBY down 18. RNWEF down 17. SWET down 16 with volume, update. SENY down 15. LYSDY down 13. DPSM, LEOM down 12. XSNX down 10, new low. VOIL down 10. TPLM down 8 with volume, downgrade. QTMM down 7. LSCG down 6, new low. RVLT down 1, new low.

IEA URGING OIL PRODUCERS TO BOOST INVESTMENT IN NEW PROJECTS to meet anticipated rise in demand, avoid future price spikes .... Statoil halting exploration offshore Angola after poor results .... Pakistan backed out of Iran-to-India natgas pipeline project. Uncertainty over Iran sanctions, lack of money .... Nigeria wants Shell to pay $3.6B for spill 4 yrs ago. Nigeria also plans to cut petrol products subsidies by 1/2 next year .... SEC investigating Petrobras on money laundering, kickback scheme .... Venezuela to cut public spending because of lower oil prices. Shortages of food, other goods already .... ND oil production 1.18Mb/d in Sept .... Over 300M motorists now in China. 100M added in last 4 yrs. 23M new vehicle sales this year .... France to phase out diesel for private use. ~80% of French drive diesel cars.

PUTIN CANCELED $22B NATGAS PIPELINE TO SOUTHEAST EUROPE. To redirect it to Turkey. $4.5B spent so far. Vlad blamed EU. West opposed it over Crimea, Ukraine actions. Turks to get discount on NG, additional 3BCM/yr .... China to subsidize cities to build EV charging stations .... Shift to 80% clean/renewable power mix could save Germany over $100B: report .... Germans have paid in $132B so far in power bill surcharges for clean power. Cost may peak this year, drop in '15 to 22B Euros as subsidies start coming down .... 71% of Germans back decision to close down nuke plants. 67% think country's not doing enough to move to clean power .... EON to spin off fossil plants, focus on clean/renewable power .... Hanwha Solar (HSOL) to build 230Mw/yr panel plant in S Korea for $12M. Online 2Q15. Will take comp to 2.23Gw/yr capacity .... New US Navy, Calif Energy Commission smart microgrid project to test vanadium flow batt storage in '15. $3M .... Spain comp testing tidal energy prototype in Scotland. 2 rotors, 1Mw each .... France chose EDF, DCNS to test tidal power off Normandy. 7 2Mw turbines. Grid connect of 2 turbines in '15 .... Alstom, GDF Suez selected to install pilot tidal power project .... Distillation Technologies (US-MO) developing process that produces ethanol in single pass. 75% energy savings v. standard distilling .... ND State researchers developing new bioplastic that breaks down under specific type of light. Reusable .... E5 start in Vietnam this week. Cassava feedstock .... Malaysia comp opened 300 metric tons/d biodiesel plant .... Shell 1st to offer B5 in Hong Kong .... Dong Energy won't build 300-400Mw wind farm off N Ireland due to policy uncertainty .... Montney Shale play in Alberta, Brit Columbia starting to happen. Est. 450TCF, 14.5B bls NG liquids, 1.12B bls oil. NuVista (TSE:NVA) a small producer there. Blackbird (TCX Venture:BBI) another .... Production start from Statoil oil/gas Gulf of Mex play. Est. 23Kb/d peak production. Statoil plans over 100Kb/d from GOM by '20, up 4x .... 177M Pounds waste-to-power plant to be built in Scotland. 300K tons waste/yr. Online in '17 .... Allete to develop 107Mw wind farm in ND. Will sell for ~$200M. Online by '16 .... Local investors to develop ~50Mw wind farm in Kenya. March groundbreak .... Abengoa's (ABGB) 280Mw Mojave solar farm turned on .... Broadwind (BWEN) $9M order for wind towers from US comp .... Argentina province Dec 17 auction for 1st wind farm. 1Mw for ~$4M .... Gamesa contract for 132Mw of wind turbines .... France to launch floating offshore wind tender by June .... Republican Congress unlikely to deliver on $3B Obama pledge to Global Climate Fund .... DOE $4.4M to energize existing small dams.

TUESDAY OPEN .... Market up 68/21/7. Volume normal. WTI over $67, Brent over $71. Russia arming Ukraine rebels: US. India interest rates held steady, cut may be coming. US debt now over $18T .... (stock #s in %) BLDW up 66. XDSL up 40 with news. DPSM up 34. HYSR up 10 .... CNTO down 48, new low. IFXY down 22. WTWO down 20. VOIL down 16. UBRG down 15. LSCG down 12, new low. CHGT, LYSDY down 11.

MONDAY CLOSE .... Market down 51/64/14. Normal volume. (What does that say? Tells me market has reached a top and is taking profits, especially with oil price change.) WTI over $69, Brent ~$73 in bounceback. US natgas $3.96. (Also, for no reason, tied into oil prices. But the market has not been discerning.) .... (stock #s in %) BOPO up 49, new high. ZNNMF up 28. WTWO up 25. GPRC up 19. CCTC up 14. EWRL up 12 with volume. AWSL up 12. NGLPF up 10 .... WWPW down 50. BLDW down 40. PSPW down 35. BSRC down 29. XDSL down 28. VOIL down 25 with volume. (One of those pump and dumps.) CPWY down 20. HIIT down 17 with volume. AMTX down 17, new low with volume. WPRT down 13, new low. AMRS down 13, new low with volume. AMPD down 13. HSOL down 10, new low. CDTI down 10. QTWW down 10, new low with volume. SWET down 10 with news. TPLM down 10, new low with volume. SPWR down 8. HYGS down 8, new low. SCTY down 7. AVAV down 5, new low. RVLT down 4, new low.

RUSSIA NEEDS $100 OIL TO BALANCE GOVT BUDGET. Iran $133. Libya (if they even have a govt) $185. (Venezuela may default.) .... Russia money suspected behind fracking protests .... EPA's proposed clean power plan can save power industry up to $2-4B by '20, $6-9B by '30: NRDC .... Ground level ozone linked to asthma, heart disease .... $9.6B/yr cost for EPA enforcement to prevent tens of thousands of premature deaths, heart attacks, asthma attacks from air pollution. (Let alone water pollution.) .... Brazil announced decline in deforestation rate .... Midwest grid operator asking EPA to remove clean power plan's interim compliance targets .... IL Supreme Court to hear Future Gen appeal .... Natgas, coal to replace hydropower in latest Brazil power auction. Drought cutting hydropower contribution to power mix .... ISIL destroyed oil pipeline supplying Iraq's Baiji refinery after they got chased out from seige. Refinery out of op .... China imported 340Kb/d oil from Iran in Oct, up 36% v. '13 .... Marathon new oil/gas discovery in Kurd Iraq. Total has 35% interest, Kurd govt 20% .... Netherlands researchers converting sawdust into gasoline building blocks .... Chile mining sector energy demand to double by '25 .... FL regulators OK'd utilities to slash energy efficiency goals, end solar rebates after '15 .... Dan River coal ash spill damage could top $300M: study .... 3Mw biomass cogen power plant commissioned at Merck plant in India. Cashew, coconut shells feedstock .... Renault/Nissan sold 200,000th EV .... Conergy to build 41Mw solar in Philippines. 2 plants. Online June .... Brazil comp to build 2 LNG-fired power plants - over 2.4Gw total - for ~$2.3B. Online in '19. Each plant to use up to 3M metric tons LNG/yr. Brazil using 5M metric tons this year .... France to phase out diesel.

MONDAY OPEN .... Market down 58/54/14. Volume slightly heavy. WTI over $67, Brent over $71. Moody's cut Japan rating. Slower US factory activity November, but more than forecast. November China manufacturing drop. UK factory growth up .... (stock #s in %) BOPO up 24, new high. CCTC up 14. CABN up 12. HYSR up 11. NGLPF up 10 .... BSRC down 94. BLDW down 40. AWSL down 37. GWBU down 31. GERS down 28. PWDY down 17. VOIL, LMRMF down 16. BFRE, WSGP down 14. WPRT down 11. TPLM, HIIT, CDTI down 10. AMRS down 10, new low. CJES down 9, new low. HSOL down 9, new low. LEXG, PLUG down 9. CSIQ down 8. LSCG down 6, new low. SPWR, SUNE down 6. SCTY, JASO, FSLR, TSLA down 5. CSUN down 2, new low. RVLT down 1, new low.