CALIFORNIA SNOW PACK 136% NORMAL .... NORTH POLE HIT 32*F ON WEDNESDAY

Mississippi R. flooding "major to historic".

India increased rooftop solar subsidies 8x to $753M through '20.

India cabinet OK'd civil nuclear power coop agreement with Australia.

FERC rejected permit for 1Gw pumped power storage project in KY. Also rejected $2.5B Hydro China pumped storage project in Washington State.

Gamesa, Iberdrola to build 80Mw wind power in Costa Rica. Gamesa 2Mw turbines. 4 separate farms. 2Q16 construction start.

Solar World (SRWRF) finished 180Kw rooftop solar project at Hong Kong airport.

500Mw coal power plant construction start in Philippines. Online 1H19.

Shell opened natgas wells offshore Ireland.

Average wages in Iran less than in Vietnam. Investors hawking Iran stock market when sanctions lifted. But US wants to sanction Iran missile development program which Iran says it has right to develop. We shall see.

THURSDAY OPEN .... MARKET DOWN 142/40/14

WTI, Brent under $37.

(stock #s in %):

LSCG up 16. GPHBF, ZAAP up 11. ASYS up 10 with volume, new orders. PSON up 9. SLTD up 6 with volume. SOPW up 6.

PSPW down 25. XSNX down 11. BLSP down 10. EVSI down 9. WNDW down 7 (buyville). ABGB down 5, new low. SKYS down 5. MGPHF down 4, new low. FCEL down 3, new low.

WEDNESDAY CLOSE .... MARKET DOWN 117/42/15

WTI, Brent under $37. US natgas $2.26.

US plans new sanctions on Iran missile program. Iranian rockets fired near US warships: US.

Russia deploying advanced cruise missiles. Russia intel photo'd 12K trucks smuggling oil into Turkey from Iraq.

Iraq warning Turkey again to get out of north Iraq.

Hezbollah fighters quitting Syria war.

'16 global growth to "disappoint": Lagarde.

4.4 quake in S Cal.

(stock #s in %):

PSPW up 42, up 4x from year bottom. URRE up 28 with heavy volume. MKTY up 17. GTATQ up 15. CHGT up 14. ENZR, BLSP up 11 with volume. SKYS up 8 with very heavy volume. OLED up 7 with volume. SCTY up 2, up 2x from year bottom. LYTS up 1, new high.

CABN down 15 with heavy volume. AMTX down 13 with heavy volume. ABGB, ACFN, NFEC new lows with volume. QTWW down 10, new low with volume. PRHL, WNDW down 9 with heavy volume. RVLT down 2, new low with heavy volume. FCEL, FCSMF down 2, new lows. ENOC down .5, new low with volume.

EL NINO LIKELY TO INCREASE THREAT OF HUNGER, DISEASE FOR TENS OF MILLIONS IN '16: AID AGENCIES.

Mandatory labeling of genetically-modified salmon was included in recent US budget bill. (Yay. EVERYthing should be fully labeled.)

Up to 192Mw of energy storage installs in US in '15. 3x '14. Without tax credits, subsidies.

China installed over 100Gw new on-grid wind, solar in '14. 146Gw installed in 1st 11 months of '15. Grid el consumption up .4% this year over last (11 months).

Abu Dhabi researchers creating low-cost device to make solar cells 10-30% more efficient by concentrating, splitting sunlight into colors. 3-5 yrs from commercialization.

India cabinet OK'd 733% increase for rooftop solar subsidy budget.

Sun Edison (SUNE) deal to extinguish $336M of debt. Also bought 1/3 stake in 336Mw of operating solar plants from Dominion, transferred it to TERP (Terra Form). Also, SUNE unit plans 200Mw project in Bangladesh with Asia Development Bank, IFC finance.

Enel Green building 550GWh/yr solar plant in Brazil. $400M investment. Online by '18.

Ballard (BLDP) $2.8M follow-on order from US Army.

Wartsila to install 300Mw of natgas-fired units to replace oil-fired units in India peaking plant. Online early '17.

Weald Basin in UK potentially some of cheapest break-even shale oil/gas costs in world.

660Mw new coal power plant now online in India.

Lightbridge (LTBR), Areva (ARVCF) JV to develop new uranium/zirconium fuel rods. Cost savings for nuke powergen.

WEDNESDAY OPEN .... MARKET DOWN 57/26/4

WTI, Brent under $37.

Philippines joining Asia Infrastructure Investment Bank.

PSPW up 28. XDSL, JUHL up 16. AMSC up 11 with heavy volume. CCGI up 10. SUNE up 5 with news. LYTS up 1, new high.

AWSL down 20. CABN down 15 with heavy volume. ABGB down 12, new low. XSNX down 11. WNDW down 3.

TUESDAY CLOSE .... MARKET UP 192/67/21

WTI, Brent over $37. US natgas $2.37

Pill costs $1K in US, $4 in India. (What the hell?!)

Egypt jailed Muslim scholar for insulting Islam.

Solar flare to hit Earth Thursday.

(stock #s in %):

FNVRF up 26 with very heavy volume. SKYS up 20 with very heavy volume. NGLPF up 17 with volume. RNWEF up 15. PSON up 13. AMRC, ZNNMF up 10 with volume. URRE up 10 with heavy volume. RBCN, QTMM, NTCXF up 10. BLSP up 9 with very heavy volume. ASTI up 7 with volume, news. CSUN up 6. TSLA up 3.

PTOS down 35. BOPO down 28, still up 2x from year's bottom. GTATQ down 25. WWPW down 22 with very heavy volume. AMLM down 22. MKTY down 15. HQCL down 14 with heavy volume. MGPHF down 12 with very heavy volume. SENY down 12. CCGI down 9, new low with volume. GPHBF down 9. SUNE down 8. RVLT down 8, new low with heavy volume, news. ACFN down 8, back on bottom with heavy volume. LSCG down 7, new low with very heavy volume. WNDW down 6 with volume. FCEL down .7, new low.

BEIJING URGING CHILDREN TO STAY INDOORS. (SMOG.) .... NIGERIA PLANS 13GW OFF-GRID SOLAR POWER

ET Solar finished 2.2Mw of solar projects in Turkey.

Scatec Solar, Google finished 104Mw solar plant in Utah for Rocky Mountain Power. $188M invested. RMP plans 370Mw more solar in Utah. Scatec developing another 80Mw solar in Utah for RMP.

Sunpower (SPWR) 36Mw solar projects for Mexico airports. '16 starts.

US wind powergen up over 6% in '15.

Berkeley funding up to $250M for emerging markets'  clean/renewable power projects.

Eskom got $1B loan for grid expansion.

Pemex near $100B of debt, record $10B+ loss in 3Q.

US oil rig count down 3 last week, natgas rigs down 6.

Massive natgas leak in Los Angeles now in 9th week. 6 efforts already tried to stop it. Over 1,600 residents displaced.

$10T investment in oil exploration/development needed to avoid massive oil price spike in a few years: OPEC.

Iran denying report from India of plans to resume oil sales with steep discounts. (Iran reportedly can produce oil at $1/bl.)

US rail traffic down 2.1% in '15.

TUESDAY OPEN .... MARKET UP 170/33/17

WTI, Brent over $37.

(stock #s in %):

NGLPF up 21. FNVRF up 17 with very heavy volume. RNWEF up 15. ASTI up 14 with volume, patent news. GPRC up 11, up 10x from year's bottom. MEEC, FCSMF up 10. ABAT up 9. EVSI, RBCN, SENY up 8. LEDS, PALAF up 7.

MKTY down 23. GTATQ down 17. MGPHF down 13 with very heavy volume. LEXG down 10. LMRMF down 9. PSON down 8, new low. SUNE, HQCL down 7. WNDW down 5. BBLU down 4, new low. SCTY down 4.

MONDAY CLOSE .... MARKET DOWN 24/7/4

WTI, Brent both under $37. US natgas $2.24

Iran says Sauds promoting terrorism in Yemen.

White House knew US was arming ISIS: Hersh.

Iran threatening response to US visa restrictions.

Iran missile test violated UN mandate: US.

Dead ISIS commander's cellphone had direct ties to Turk intel.

Russia added Turk sanctions.

(stock #s in %):

BLSP up 18 with heavy volume, news. LEXG up 16. BLDP up 13 with heavy volume. SKYS up 10 with heavy volume. MGPHF up 10. AMSC up 8 with heavy volume. MXWL up 7 with volume.

ALTI down 80 with volume. PSPW down 36. SENY down 26. CCGI down 22, new low with heavy volume. CHGT down 19, new low. LSCG down 18, new low with heavy volume. PSON down 16. ABAT down 15, new low. RBCN down 15. BOPO down 12 with heavy volume. WNDW, BSRC down 9 with volume. CSUN down 8. HQCL down 7 with heavy volume. ASYS down 7.

EL NINO OCEAN TEMPS PLATEAUED IN RECENT WEEKS .... DEADLY WEATHER IN 7 US STATES

El Nino expected to dissolve by August. La Ninas followed El Ninos in 11 of 15 events. Historically, crop probs in N and S Am, brutally cold US winters associated with La Ninas.

Extreme tornadoes, flooding, blizzard in US over weekend.

Severe flooding in Paraguay, Uruguay, Brazil, Argentina common border area.

Army deployed for flooding in N England.

Moscow record high temps last week. Russia warming 2.5x faster than global avg: Russian ministry. (They are mostly in Arctic, of course.)

'16 to be hottest global avg temp on record: UK Met Office.

S Africa drought already leaving 29M folks without reliable food access: UN.

Biofuels destroying wild bee habitat: U of Vermont research. (Crops grown for fuels v. bee habitat.)

Cleaner air may be helping global warming: study. (Less pollutants in atmos to reflect sunlight.)

US clean power tax credit extension could boost industry 56% next 5 yrs: analyst.

China cutting preferential rates 11% for solar, wind development.

Sauds cutting domestic subsidies for petrol products.

Costa Rica powered by 100% clean/renewables for 185 days in '15.

$250M investment fund for onshore wind in UK, Ireland.

Clean Energy Finance Corp in Australia directed to focus on innovative, emerging clean power techs.

106M euros loan for Abengoa (ABGB).

HSH Nordbank to boost clean/renewable power funding to over $1.1B.

$20M investment in 30Mw wind project in Brazil. 67 cents/w. 3Mw turbines. '16 start, '18 finish.

Enap, Mitsui to build 2 combined-cycle NG power plants in Chile. 1.3Gw total for ~$1.3B. LNG supply.

Sunpower (SPWR) finished 50Mw solar plant in Colorado for Xcel Energy.

MONDAY OPEN .... MARKET DOWN 82/37/13

WTI, Brent both under $37.

US holiday retail sales up 7.9%: Master Card.

Ruble at '15 low.

China new anti-terrorism law.

ISIS routed from Ramadi, Mosul next up. Afghan militia beheaded ISIS fighters.

Boko Haram attack in Nigeria city.

(stock #s in %):

XDSL up 33. NFEC up 23 with volume. LEXG, GPHBF up 9.

ALTI down 80 with 164 shares. AMLM down 25. CHGT down 24, new low with news. GTATQ down 20. PSON down 19. XSNX down 16. EVSI down 15. RBCN down 13. BOPO, BSRC down 12. PSPW, JUHL, LYSDY, WNDW down 11. ABAT down 10, new low. LSCG down 10. MKTY down 9. BWEN down 8. HQCL, SUNE down 7.

DOW DOWN 50, NAZ up 2, S&P DOWN 3 .... SHORT SESSION

WTI ~$38, Brent under $38. US natgas $2.03

US Fed to pay banks at least $12B in '16 to keep QE money out of econ.

Hackers Anon declared war on Turkey.

(stock #s in %):

ALTI up 200 with heavy volume, up 15x from year bottom. Merry Xmas. GTATQ up 54 with heavy volume. AMLM up 34. CHGT up 24. NFEC up 23 off bottom with volume. PSON up 20. LYSDY up 12. SUNE up 9 with news. ACFN up 9 with volume. LYTS up 2, new high. FSLR up 1, new high.

XDSL down 25. OOIL down 8. WNDW down 5. FCSMF down 1, new low.

WORLD GHG EMISSIONS NEED TO DROP UNDER ZERO TO MEET PARIS ACCORDS ....

World now emits ~50B tons/yr of GHGs. Need to develop techs to pull GHGs out of atmos.

UN to hold summit on protecting oceans.

3-10x more plastic in oceans than thought: study. 15-50T pieces.

Drought over in Washington State.

More China cities issuing smog alerts.

India car ban watered down with broad exemptions.

DOE looking for nuke waste repository.

Wind power tower market expected to surpass $19B by '19: Reports n Reports.

Enel Green to invest $215M to build 112Mw wind farm in Chile. $1.91/w. Online by '17.

Orix, Sharp finished 46Mw solar project in Japan.

Vestas (VWDRY) got 110Mw wind turbine order from UK comp.

Azure 100Mw solar project deal.

Westar to build 280Mw wind farm in Kansas.

Insurance comp joining S Africa in land restoration project.

$1B concentrated solar project in Chile facing financial woes.

Dominion pledged to build 110Mw more solar in Virginia.

Solar City (SCTY) leaving Nevada market after PUC changed net metering payments for rooftop solar.

TURSDAY OPEN .... DOW DOWN 33, NAZ UP 2, S&P DOWN 5

WTI ~$38, Brent under $38.

Assad govt willing to join peace talks.

Record Japan defense budget.

(stock #s in %):

GTATQ up 17. LYSDY up 12. CLNT, SENY up 9. FSYS up 8. CSUN up 7 with heavy volume. SUNE up 6 with news. WPRT up 6. HQCL up 4. LYTS up 3, new high.

XDSL down 25. NFEC down 15 with volume. PSON down 12. XSNX down 11. LIME down 6 with volume. WNDW down 5. FCSMF down 2, new low.

WEDNESDAY CLOSE .... MARKET UP 185/44/25

WTI, Brent both over $37. US natgas $1.99.

Global dealmaking in '15 record $4.2T.

Investors pulling out of mutual funds at fastest rate in 2 years.

(stock #s in %):

CLNT up 23 with volume. GTATQ up 20. PSON up 15 off bottom with heavy volume. GPHBF up 13 with heavy volume. MKTY up 11 with volume. XSNX up 11 with heavy volume. WPRT up 10 with volume. BWEN, CLNE up 10. LEOM up 9, up over 8x from year bottom. FSYS up 7 with volume.

CHGT down 17, new low. NFEC down 15, new low with volume. LYSDY down 10. ENZR down 9. SKYS down 7 with heavy volume.

DISAPPEARING SEA ICE LINKED TO MORE PRECIP IN ARCTIC: STUDY .... MOST REPUBLICANS SUPPORT GLOBAL WARMING CLIMATE CHANGE ACTION: POLL

Rain would melt even more snow/ice in Arctic, stall onset of autumn snow.

California mountain snow pack now above avg.

Over 6B gallons of water raised Lake Tahoe almost 2 inches in 24 hours, helping recovery from 4-year drought.

US powergen emitted lowest CO2 in April '15 of any month in last 25 years. 128M metric tons.

Senator Reid wants tax credits for all clean power, not just solar and wind.

Current models of forest carbon may be wrong: study.

MT, WY, KY asking EPA to reconsider Clean Power Plan. (Coal states.)

Michigan can meet initial Clean Power Plan targets with no changes: officials.

Indonesia cracking down on comps blamed for wildfires.

Scotland to cut renewables subsidies.

Sunpower (SPWR) 50Mw farm online in Colorado.

Gamesa 30Mw order for US wind project online in Oct.

Japan OK'd restart of 2 more reactors in Jan.

MIT developing solar cell using lead recycled from discarded batts. Looking for more benign material. Perovskites.

Wind, solar now providing over 5% of US powergen.

Conoco pulling out of Russia. Selling 50% stake in JV with Rosneft.

India to double ethanol blend at pump to 10%.

US automakers OK E15 blend for 70% of new vehicles. They OK'd 60% of last year models.

Montana to allow bison outside Yellowstone.

DOE lab making plutonium to fuel space missions.

PA Supreme Court OK'd using sewage sludge on farms.

WEDNESDAY OPEN .... MARKET UP 109/31/14

WTI, Brent both ~$37.

US capital spending orders down.

UK 3Q GDP up less than estimates.

US call for tariffs on China steel.

China further easing monetary policy.

(stock #s in %):

GTATQ up 14. LEXG, CDTI up 9. CLNE, CLNT, OPTT, QTMM up 7.

XDSL down 25. CHGT down 23, new low. PRHL down 14 with news. SKYS down 13 with heavy volume. BBLU down 10 with heavy volume. FCSMF down 9, new low. RGSE down 8. PSON down 7, new low.

TUESDAY CLOSE .... MARKET UP 165/32/17

WTI over $36, Brent over $36. US natgas $1.91

(stock #s in %):

XDSL up 100. PSPW up 79, up 4x from year bottom. SENY up 33, up 3x from year bottom. LYSDY up 16, up 3x from year bottom. OESX up 12 with volume. CREG up 10 with volume. CLNE up 8 off new low. BLSP up 8 with heavy volume.

PSON down 23, new low with heavy volume. ASYS down 22 with heavy volume. SUNE down 21 with heavy volume, news, profit taking. BOPO down 20, up 3x from year bottom. BSRC down 20, up 5x from year bottom. GRPH down 18 with heavy volume. XSNX down 14 with heavy volume. GTATQ down 13 with volume. BBLU down 10 with volume. FCSMF down 10. HQCL down 8 with volume. SCTY, SLTD down 6. QTWW down 4, new low with volume. OPTT down 3, new low with very heavy volume. URRE down 3, new low with volume.

EL NINO EXACERBATING SEVERE CLIMATE PATTERNS AROUND GLOBE .... BEIJING SMOG WORSENING

Smog exacerbates violence: study.

As temps rise, pines/firs face massive die-off: study.

Deforestation could breed malaria: study.

1/3 of Wisconsin rural water wells deemed unsafe: report.

Virginia climate panel urges action on sea-level rise, wants to boost solar power.

US spending/tax bills included extension of $1/gal tax credits for biodiesel, cellulosic biofuels retro for '15.

Exxon looking for person to lead research to manage risks from climate change.

Cuban waters now open for climate, coral, etc. research.

Nestle to start using cage-free chicken eggs by '20.

Baltic states opened new grid connections to promote clean power, broaden Euro power trading.

Battery power storage gaining favor over natgas peaker power plants in California.

Comp buying 5Mw solar powergen in Italy for over $17M. Plants 4 yrs old.

Deal to build 100Mw solar in Jordan for $128M. Abu Dhabi finance. Spain comps to build.

WindMW E978M project bond.

Kohli to invest $150M in solar in India.

BioPower Systems deployed 250Kw wave power pilot demo in Australia.

DTE Energy to break ground in spring on 45Mw of solar at 2 sites in Michigan.

Solar City (SCTY) may cease ops in Nevada over PUC proposed decision on rooftop solar. (Many solars protesting.)

Space X rocket landed OK. (I know. Nothing to do with clean energy. But pretty amazing. Our 1960s future world promise from Disney. Good 'ole Uncle Walt.)

Saud oil production up 50Kb/d in October. Exports up even more as their air conditioning power demand falls.

Sauds reopened embassy in Baghdad. Closed since Iraq invaded Kuwait. (Yea, ancient history.)

Algeria plans to raise oil output 5% in '16.

Nigeria oil production up 4% in Oct v. Aug. Govt says they can't fund oil/gas industry anymore. Will begin lowering fuel subsidies in '16.

US natgas rig count down 17 last week. (Oil rigs up 17.)

USGS doubled est. reserve potential of Barnett Shale to 53TCF, 172M bls oil, 176M bls NGLs.

TUESDAY OPEN .... MARKET UP 37/10/2

WTI ~$36, Brent over $36.

US GDP up revised 2% in 3Q.

(stock #s in %):

(solars hit)

SENY up 42. LYSDY up 16. CREG, ZNNMF up 9.

SUNE down 21 with volume, news. ASYS down 13 with volume. AMLM down 13. BLSP down 12. PSPW down 10. RGSE down 9. VSLR down 6 with news. WNDW down 6. SKYS down 5 with volume. GLBL down 5 with news. HQCL down 4 with volume. SCTY down 4 with news. SPWR, SLTD down 3.

MONDAY CLOSE .... MARKET UP 123/45/15 .... MIDDAY SLUMP

WTI under $35, Brent under $37. US natgas up to $1.93.

Israel missile defense system tests done.

Iran hackers hacked into NY dam puter years ago.

US troops killed in Afghan by Taliban suicide bomber. Ouch a lot.

Ethiopia govt deadly crackdown on protesters.

Yemen ceasefire to extend 1 more week. Over 40 killed so far.

Sauds intercepted missile from Yemen.

US eased ban on gay men donating blood. Rut roh?! O, as long as they have been celibate for a year. And that's proven how?! Our Fed govt at work for us. Jeeze leweeze Johnson. Where do we go to reverse that decision?

(stock #s in %):

WEST up 38. ASYS up 33 with very heavy volume. FCSMF up 22. MGLT up 20. ENPH up 19 with volume. PRHL up 18 with very heavy volume. RGSE up 16 with heavy volume, news. LYSDY up 16.  SZYM up 15 with volume. GEVO up 14. WNDW up 11, turn around on heavy volume. ENZR, BBLU up 11. RVLT up 10. HQCL up 9, new high with heavy volume. LTBR up 8 with very heavy volume, news. SLTD up 7 with very heavy volume. HMGLF up 7 with volume. ENOC up 5 off bottom.

XDSL down 33. AMLM down 26 with volume. ABAT down 17. FNVRF down 15. GTATQ, XSNX down 14. LSCG down 12 with volume. ABGB, PSON down 10. ACFN down 8, new low. OPTT down 6, new low. URRE down 2, new low with volume.

Real money moving up and down, pards. Every day. If you haven't bought a solar company yet, um, why not? But buy the future tech and undervalued comps. God bless your good choices.

EXTENSION OF SOLAR TAX CREDITS TO DOUBLE US INSTALLED SOLAR CAP BY '20: EXPERT

Obama vetoed Congress' resolutions seeking to block Clean Power Plan.

US will need help from comps, new laws to achieve Paris climate goals.

$160M for carbon capture/storage in US spending bill.

California PUC OK'd 100% fee increase for customers leaving PG&E.

Hazardous pollution in Tehran closed schools.

Deadly floods in Philippines from typhoon.

Bolivia's 2nd largest lake almost dried up from climate change, el nino, la nina, mining pollution. $114M to save.

Brazil minewaste spill now spewing into Atlantic.

Wastepile landslide in China. Over 90 missing.

Groundbreak on $10B 33BCM/yr natgas pipeline from Turkmenistan to Pakistan, beyond.

Pakistan announced largest natgas discovery in 10 yrs. 56MCF/d.

Total, Chevron started up oil/gas production offshore Congo. 40Kb/d.

3rd LNG plant started up in Australia. $17.5B to build. Sinopec a major customer.

Pemex $23B over next 3 yrs to upgrade 6 refineries. Up to 90% emissions cuts.

Less than 2% of Permian Basin drillers commercially viable at $30 oil.

Some Canada oil selling for $22, some Iraq oil for $25, well-head Bakken at $27, some Mexico crude $28.

US oil rig count up 17 last week!

2/3 of world's coal production unprofitable at today's prices.

Investors calling on coal mining comps to address climate change.

Oil driller defying Oklahoma regulators on shutting down 6 disposal wells linked to quakes.

United Wind leasing turbines at no upfront costs.

City, county of San Francisco switch to biodiesel for fleet. Neste product.

Quercus bought 310M euros worth of solar projects in Italy.

United PV issued $100M of bonds to fund acquisitions.

MONDAY OPEN .... MARKET UP 110/39/15

WTI under $35, Brent under $37.

China promising lower biz costs to boost growth.

(stock #s in %):

RGSE up 25 with volume, news. MGLT up 20. LTBR up 18 with very heavy volume, news. PSPW up 16. LYSDY up 15. LEXG up 10. HMGLF up 8. HQCL up 3, new high.

ABAT down 17. FNVRF down 15. GTATQ down 10. ZAAP down 9. ACFN down 8, new low. ABGB down 8. WNDW down 5. MGPHF, QTMM down 3, new lows.

FRIDAY CLOSE .... MARKET DOWN 367/79/36 .... (FORMING DOUBLE BOTTOM WITH AUGUST PLUNGE?)

WTI under $35, Brent under $37. US natgas $1.77

US Congress passed $1.15T spending bill, $629B of tax cuts. Obama signed. Govt funded through Sept.

Yemen rebs halted peace talks in Switzerland, set conditions.

UN approved Syria peace plan.

Mexico central bank raised benchmark to 3.25%.

(stock #s in %):

MGLT up 66 with volume, up 5x from year bottom. SENY up 58 with volume. PTOS up 25. ABAT up 18. XSNX up 17 with heavy volume. BLSP up 15. ADES up 13. GLBL up 12 with heavy volume. WPRT up 12 with volume. BBLU up 12 off new low with heavy volume. PSPW up 11 with volume. SLTD up 10 with volume. WATT up 10 with news. FSYS up 9 with heavy volume, news. AETI up 9. RGSE up 8 with volume, news.

PRHL down 24 with heavy volume. URRE down 23, new low with very heavy volume, news. WNDW down 20 with very heavy volume on profit taking. PSON down 20. FCSMF down 16, new low. LYSDY down 15 with volume. CABN down 10 with volume. RVLT down 9, new low with volume. ACFN down 4, new low with heavy volume. CLNE down 2, new low with very heavy volume. AIXG, ENOC down 1, new lows.

WARMEST TEMPS ON RECORD FOR ARCTIC IN '14. SEA ICE EXTENT ALL-TIME LOW SINCE RECRDS BEGAN IN '79.

7th year of drought in Iran.

2nd Beijing red alert for air pollution.

Most cancers caused by environment: study.

November 7th straight month of record global temps.

Greenland shed over 9T tons of ice since 1900.

China arrested 10 execs accused of falsifying pollution data.

UK cut solar subsidies 65%.

Chile OK'd tax concessions for 8.1Gw of clean/renewable power projects.

Singapore seized massive ivory cache.

Fuel tanker sunk off Singapore after collision with ship.

Coal lobby head blasts "mob rule" of world govts over climate agreement.

19 coal miners presumed dead in China after mine blast.

Russia OK'd 365Mw of clean power projects - delivery in '16 thru '19 - in 3rd tender.

Alliance - "RE100" - formed by over 50 comps wants 100% clean/renewable power for their ops. If they all do, they would increase clean/ren power 90Twh.

Britain offering licenses for shale oil/gas exploration.

NY OK'd building $1.2B of new power lines to access clean power, cut power prices.

China may have peaked its coal use in '13: IEA.

2Mw batt power storage system installed at retired coal power plant outside Cincinnati, OH.

Daiwa unit investing $33M in 6Mw woodchip biomass power plant in Japan. Online by '18.

51Mw new wind farm online in Japan. Siemens 3Mw turbines.

Canadian Solar (CSIQ) secured finance for 200Mw solar project in Texas.

Blue Energy got 82.7M Pound finance for Scotland wind power project.

VW should make EVs as penance for diesel emissions fraud: Musk.

Saud anti-terror coalition includes countries that didn't know they were included. (No Shi-ites allowed.)

FRIDAY OPEN .... MARKET DOWN 215/42/16 .... OPTIONS FRIDAY .... GLOBAL ECON CONCERNS

WTI under $35, Brent under $37.

Beijing new red pollution alert.

US House passed spending bill.

Ukraine default to Russia on $3B bond.

(stock #s in %):

PSPW up 127 with heavy volume, up 5x from year bottom. SENY up 28. PTOS up 25. ZNNMF up 23. MGLT up 16. LEXG up 11. SLTD up 5.

LYSDY down 15. URRE down 14, new low with very heavy volume, news. PSON down 12. WNDW down 9 with heavy volume. MKTY down 9. CABN down 8. SKYS down 7. SCTY down 5. AIXG down 1, new low.

THURSDAY CLOSE .... MARKET DOWN 253/68/31

WTI under $35, Brent under $37. US natgas $1.75.

ISIS affiliate growing in Yemen.

Brazil court: presidential impeachment can proceed.

(stock #s in %):

AMSC up 39 with very heavy volume. PSPW up 29. BLSP up 25 with very heavy volume. FNVRF up 22 on 100 shares. SENY up 19 with heavy volume. PSON up 18. WNDW up 15, new high with very heavy volume, up over 3x from year bottom. MEEC up 12 with heavy volume, up 3x from year bottom. PRHL up 12. RBCN, CLNT up 11. FCSMF up 10. SCTY up 6 with volume. FCEL up 4 off new low with volume. URRE up 3 off new low.

AETI down 11 with very heavy volume. RGSE down 9 with volume. BBLU, HYSR down 5, new lows. ABAT, AIXG down 4, new lows. RVLT down 3, new low with volume. FSLR down 1 off new high. HQCL down 1 off new high with heavy volume.

HOTTEST NOVEMBER GLOBALLY ON RECORD: LOCAL WEATHERMAN .... CLIMATE PACT WILL UNLEASH PRIVATE CASH FOR CLEAN ENERGY: WHITE HOUSE

110-year Greenland record shows ice loss accelerating.

Indonesia wildfires cost $16B.

UK to cut solar subsidies less than previously proposed.

US Senate to take up microgrid policy early in '16.

We can power US by covering a small corner of Utah with solar: Musk.

Planet's lakes warming faster than oceans, atmos. Avg .6*F/decade rise.

New vehicles averaged record 24.3MPG in '14: US govt.

India temporary ban on registering some diesel cars, ordered taxis switch to CNG by March. Delhi residents choking on air pollution.

China to no longer cut gas, oil prices for retail consumers in effort to cut air pollution.

Sunpower 5.2Mw project with UC Santa Barbara.

35Mw solar project in Namibia. Online in '16.

Nevada solar project falls short of PG&E contract, faces default.

Brit court rejected Trump's attempt to block Scot wind farm near his golf resort.

China OK'd 4 new nuke reactors in 1 day.

$4B of deals between China, Kazakhstan uranium, oil/gas comps. Part of $40B Silk Road Infra Fund.

Indonesia deal with ThorCon (US) to develop thorium molten slat reactors. Indonesia has abundance of thorium (in tin, other materials.)

Israel OK'd development of giant offshore natgas field with US comp.

NREL's new Salton Sea (Cal) report shows 1.8Gw of geothermal power potential.

Eagle Ford Shale has peaked: Post Carbon Institute. 6 years into production - down 9% from March peak of 1.61Mb/d.

Japan, S Korea plan to ramp up coal power.

Bangladesh to build new 275Mw coal power unit at existing plant. $261M. Online in '18.

4Gw coal power project started in Pakistan with China comp.

THURSDAY OPEN .... MARKET DOWN 56/1/8

WTI ~$35, Brent over $37.

Argentina peso down 30%.

(stock #s in %):

BLSP up 50 with volume, news. AMSC up 32 with very heavy volume, news. FCSMF up 13. URRE up 10. CSUN up 8 with heavy volume. SCTY up 8 with upgrade. SEDG up 8 with heavy volume. HQCL up 4, new high, up over 3x from year bottom. WNDW up 4, new high with very heavy volume. SSNI up 2, new high with heavy volume. LYTS up 1, new high.

WEDNESDAY CLOSE .... MARKET UP 224/75/29 .... FED RULED

WTI under $36, Brent under$38. US natgas $1.82.

Buffett endorsed Hillary.

Arctic hot temps not seen since 1900.

Fed raised prime. Projected 1% rise for '16.

Wave of ISIS suicide car bombers thwarted outside Ramadi.

(stock #s in %):

WWPW up 42. ENPH up 38 with very heavy volume. SCTY up 34 with very heavy volume. (Screw the earnings.) SUNE up 25 with heavy volume and bounce. ASYS up 22 with volume. (A comp that makes solar production lines.) SEDG up 17 with very heavy volume. RGSE up 15 with very heavy volume. SPWR up 14 with very heavy volume. AMLM up 14. WNDW up 12, new high with very heavy volume. PEGI up 11 with volume. APGMF up 11. FSLR up 9, new high with heavy volume. SLTD up 9 with heavy volume. (I bought a little there.) CSIQ up 7 with heavy volume. TSLA up 6. VWDRY up 5, new high with heavy volume.

PSPW down 65. MKTY down 21. WEST down 15 with heavy volume. ASTI down 14 with volume. LYSDY down 14. BLSP down 11. FCEL down 1, new low with heavy volume.

US OMNIBUS SPENDING BILL GIVES 5-YEAR EXTENSION FOR CLEAN ENERGY TAX CREDITS .... TUESDAY VOTE

Interim spending bill to get to Tuesday.

City of San Diego targeting 100% clean/renewable power in 20 years.

Increased risk of fires in Amazon in '16 from El Nino: NASA scientists. Also rain-drenched California. (El Nino not all bad news.)

Business case for EV infrastructure not there yet: experts. (Not enough vehicles. Not enough fast charging. Electric from coal plants. Etc.)

More funds needed to protect Great Barrier Reef from warming: report.

Solar rebates reboot by San Antonio utility.

Over 11Gw/yr of energy storage installs by '20 in 22 countries: Navigant.

Max Planck Institute 1st test of fusion reactor with 1.8M* C or F temp - the report lacking on specifics. My guess centigrade.

Polar bears walking farther for prey: study. (Do they pray for prey?)

Baltimore dumped raw sewage into harbor: report. (We were anchored in Indian River at Cocoa Florida in early '90's when Titusville reportedly dumped raw sewage. Not nice. It floats.)

EU rejected new car pollution tests as too lax.

And the rest of the nuze:

Mexico awarded 1st 14 contracts for onshore oil/gas development.

Exxon made up to $14B deal to develop Argentina shale. Initial $229M investment.

Comp to build 225 natgas power plant in Myanmar. $300M. Online in '18.

Terra Form (TERP) closed $2B buy for 832Mw wind power from Invenergy.

Softbank JV - SBG Cleantech - won 350Mw solar project in India. India to build 100Gw solar by '22. About 4Gw now.

300Mw solar farm turned on in France. Power selling at E105/Mwh.

Boralex 350Mw wind acquisition deal in France.

Vestas got 330Mw order for offshore UK wind farm.

Gamesa 100Mw wind project in Amazon.

Iberdrola to list $10B grids, clean/ren power unit.

WEDNESDAY OPEN .... MARKET UP 70/12/10 .... FED DAY

WTI over $36, Brent over $37.

US ending oil export ban.

US housing starts surge. US factory production flat.

China central bank: growth to slow to 6.8% in '16.

(stock #s in %):

Solar takeoff. (Looks like shorts covering.)

ENPH up 52 with very heavy volume. SCTY up 27 with heavy volume (despite losses). ACFN up 25. RGSE up 21 with volume. SUNE up 20 with volume. CSUN up 18 with heavy volume. SPWR up 16 with heavy volume, news. SEDG up 14 with volume. ABGB up 12. AMTX, GTATQ, APGMF up 11. CSIQ up 11 with volume. ASYS, AWSL up 10. BWEN up 10 with volume. FSLR up 10, new high with heavy volume. SLTD up 10 with heavy volume, news. TERP up 7 with news. WNDW up 2 more with heavy volume, news.

PSPW down 65. WEST down 25 after yesterday's surge. PSON down 17 with volume. LYSDY down 14. GRPH down 13. GEVO down 4, new low.

TUESDAY CLOSE .... MARKET UP 156/43/21

WTI over $36, Brent over $38. US natgas $1.80.

(stock #s in %):

WEST up 53 with heavy volume. PRHL up 29. LMRMF up 28 with volume. BSRC up 28. CABN, PSON up 22 with very heavy volume. LEOM up 14. ENZR up 13. SUNE, WPRT up 12 with volume.  ABGB, HYSR up 9. PLUG up 8. WNDW up 7 with heavy volume. FSYS up 2, new low. AXAS up 1 off new low.

CERE down 33, new low with very heavy volume. PTOS down 33. FNVRF down 18 with volume. LYSDY down 16. FCEL down 13, new low with volume after reporting. AMTX down 12. SOPW, AWSL down 11. GEVO down 10, new low with volume, news. PSPW down 10 with very heavy volume. ACFN down 7, new low with volume. SENY down 7, new low. OPTT down 3, new low after reporting. BBLU down 2, new low with volume. AIXG down .4, new low.

INDIA PLANS TO DOUBLE ITS COAL POWER CAPACITY .... PHILIPPINES TO OPEN 23 NEW COAL POWER PLANTS NEXT 5 YEARS

Bioenergy industry a carbon "scam": Global Forest Coalition.

Desalination plant online in California.

UK's last deep-pit coal mine to close.

Global Alliance launched to boost geothermal power in energy mix. 38 countries, ~20 industry partners. Target 5x increase in geo power, 2x increase of geo heat by '30. 13Gw of geo power now.

Iran $3B deal with Indian consortium to develop natgas field in Persian Gulf. (Assuming sanctions lifted.)

Chevron started production from natgas field in Bangladesh.

US natgas rig count down 7 last week.

ConocoPhillips to reduce capex 25% next year. Chevron to cut '16 budget 24%.

Russian minister sees no oil price recovery in next 7 yrs. 1/2 of Russia budget from oil/gas.

Brazil comp $523M investment for 2 wind power complexes in Brazil. 312Mw. $1.67/w. '16 start, '18 finish. Weg turbines.

UK-Iceland geothermal power link economically feasible: analysis.

Softbank won entire 350Mw solar tender. (I'm thinking in Japan, but not sure.)

White House launched bid to spur water conservation tech.

US Congress reauthorized Ex-Im Bank.

SHANGHAI SMOG ALERT .... ALSO TEHRAN .... CHINA RESTAURANT CHARGING "CLEAN AIR FEE"

Algae toxins affecting memories of California sea lions: study. (What's to remember?! Eat fish. Breathe. Swim. O yea, watch out for sharks, killer whales, whales, polar bears, and stay out of the algae. Oy.)

Slaves peeling shrimp in Asia for US market. (Things to fix list.)

Corals may see damage from El Nino: scientists.

Fed judges kept EPA mercury emissions rule. Legal battle not over.

Canada expects to triple solar power capacity over next 5 yrs.

TUESDAY OPEN .... MARKET UP 186/37/24 .... FED WEEK .... (SHORTING BEFORE RATE RAISE?)

WTI over $36, Brent over $38.

US consumer prices unchanged.

EU tightening borders.

Sauds forming 34-nation anti-terrorist military coalition. (After helping finance ISIS.)

(stock #s in %):

LMRMF up 28. ASTI up 16 with heavy volume. ACFN up 12. LEOM up 12, up 9x from year bottom. PSON up 11. SUNE up 10. ENPH up 8. TERP up 6. WNDW up 6 with heavy volume, news. SPWR, SEDG up 5.

PTOS down 33. CERE down 27, new low with very heavy volume, news. LYSDY down 17. FCEL down 7, new low with heavy volume after reporting. GEVO down 7, new low. OPTT down 7, new low after reporting. BBLU down 2, new low. QTWW down 1, new low. AIXG down.7, new low.

MONDAY CLOSE .... MARKET UP 103/18/9

WTI over $36, Brent over $37. US natgas $1.90.

ISIS oil ops hard to stop: US official.

Moscow shipping new battle tanks to Syria.

US helping send part of Iran's enriched uranium to Kazakhstan.

Japan, Canada, Brazil, Russia in recession.

Typhoon hitting P.I.

(stock #s in %):

MKTY up 22 with heavy volume. RGSE up 18 with volume. RNWEF up 15. SCTY up 12 with volume, news. ( I still don't get it. $8/sh losses this year and next projected.) TERP up 11 with volume. OOIL up 9. SPWR up 8 with heavy volume. WNDW up 6 with volume.

CERE down 24, new low. CDTI down 19, new low with news. LMRMF down 16. LSCG down 13 with heavy volume. ACFN down 13. JUHL down 12. PSON down 10 with very heavy volume. AWSL down 10 with volume. AMSC down 9 with volume. GTATQ, HYSR down 9. ABGB, MGPHF down 8, new lows. AIXG, FSYS down 6, new lows. SENY, WPRT down 5, new lows. ZNNMF down 3, new low with volume. QTWW down 2, new low with news. CLNE down 2, new low.

PARIS CLIMATE DEAL: 186 COUNTRIES AGREED ON PLANS TO CUT EMISSIONS .... NO CARBON TAX

186 of 195 countries to start cutting emissions. Will take world halfway to meeting 2*C temp increase limit. Deal kicks in in '20. Ship, aircraft emissions left out. Agreement "insufficient": climate experts. US, Japan, Germany some of 18 countries to build carbon markets. No militaries exempt. Deal to require $16.5T investment: IEA.

Australia PM lifted ban on state investment in wind power projects.

~87% of world population lives in areas exceeding safe levels of air pollution: study.

China comps building 107Gw of coal power plants around world. Offsets US closures of coal plants over next 5 yrs.

Cold water search in US northwest to save salmon.

Melting glaciers slow Earth rotation: study.

World's cheapest oil already near $20/bl.

China oil reserves doubled in '15.

Global oil demand to increase forecasted 1.2Mb/d in '16 v. 1.8M gain in '15: IEA. (OPEC put '15 gain at 1.53M.)

US oil rig count down 21 last week.

Oil capex spending down $250B in '15, est. $70B drop in '16.

China grain harvest up 2.4% this year v. '14.

1 of 4 powerlines from Ukraine to Crimea restored.

Sun Edison (SUNE) sold 333MW of projects to Terra Form (TERP) for $209M.

Australia comp to build 1Mw floating solar farm for Cal water treatment plant. Algae to be reduced by shade from panels, other synergies.

Trina Solar founder seeks to take comp private.

Kenya, Plan Intl to get over 2M solar systems for homes, schools, health clinics from SkyPower.

200Mw Invenergy wind farm online in Kansas. GE 1.7Mw turbines. Project started in '08. 12 full time permanent jobs.

Sun Asia Energy investing $120M for 60Mw solar in P.I. Online early '16.

Brazil comp $51M for 28.8Mw wind project in Brazil. 1.8Mw turbines. Online later this month.

Sun Ed Chile $208M for 90Mw solar project. Online in June.

Japan Bank Intl Coop, banks $68M loan for 90Mw geothermal project in Iceland.

Brazil $7B to shore up against hydropower risk.

MONDAY OPEN .... MARKET DOWN 49/21/4 .... FED WEEK

WTI under $36, Brent under $38.

Yemen cease fire?

Turk troops leaving N Iraq.

Gambia declared itself an Islamic State.

Iran "defense" spending to increase 30-50% in '16.

ISIS printing fake Syrian passports: FBI.

(stock #s in %):

RNWEF up 15. ENZR up 14. SEDG, WNDW up 4.

BLSP down 18. ASTI down 13. GTATQ down 10. CDTI down 8, new low with news. ABGB, AIXG, CLNE, ZNNMF down 3, new lows. FSYS down 2, new low after reporting. CERE, WPRT down 1, new lows.

FRIDAY CLOSE .... MARKET DOWN 309/111/39

WTI under $36, Brent under $38. US natgas $1.98.

Meltdown just beginning: Icahn.

Global GDP growth down estimated 4.9% - $3.8T - this year: IMF. Worst since '09.

Significant volumes of ISIS oil sold to Assad govt: US official.

Hackers Anon declared war on Trump.

US House passed 5-day bill to fund govt.

(stock #s in %):

BOPO up 25 with volume, up 4x from year's bottom. NTCXF up 11. ENOC up 2 off new low with volume.

NGLPF down 38 with heavy volume, news. ZNNMF down 24. PSON down 23. BBLU down 19, new low. PRHL down 17 with very heavy volume. BFRE down 17. FNVRF down 16 with volume. CERE down 14, new low. CDTI down 14, new low with news. ABGB down 11, new low. OOIL down 11 with volume. SENY down 11, new low after reporting. SSNI down 10 with heavy volume. ENZR down 9. GEVO down 9, new low. HYGS down 7, new low with very heavy volume, news. FCSMF down 7, new low with volume. FCEL down 5 with volume. CLNE down 4, new low. TSLA down 4. URRE down 2, new low. FSYS down 1, new low.

ECONOMIC MODELS UNDERESTIMATE CLIMATE CHANGE .... PLANTS MAY NOT BATTLE CLIMATE CHANGE AS MUCH AS PREVIOUSLY THOUGHT: STUDY

Econ models underestimate climate change: Institute for Policy Integrity. Economists agree climate change a serious threat, immediate action needed.

Consuming all food discarded because visually unappealing would eliminate 1B tons carbon emissions/yr: Ugly Mugs.

Climate change may boost groundwater supply in tropical countries: study.

US wildfire season expected to be worst in history.

US House voted to phase out microbeads by '18. Americans dump up to 300tons/yr into waterways. Water plants can't filter. Sponges for toxins. Fish eat them. (Thank you, US House.)

Eating less meat helps to decrease global warming: Schwarzenegger. (Especially beef.)

Midwest grid operator OK'd $2.75B of new power transmission lines.

Sun Edison (SUNE) to supply 5Mw power storage for Ontario grid for 10 years. Imergy vanadium redox flow batt tech. Online in '17.

US not prepared for tar sands oil spills: study.

US oil production down 60Kb/d in Nov to 9.17M: EIA.

USDA $70M loan guarantee for wood waste cellulosic biorefinery in Georgia.

Volvo OK'd renewable diesel for all its engines. (Didn't see what percent.)

Exxon to start fracking in Colombia. Chevron, Dow Chem to frack in Argentina.

OPEC production to increase, global oil demand to slow in '16: IEA. No price recovery in '16.

Greenbacker buying 10Mw Montana wind farm from Fairfield Wind for $19M.

Germany awarded 93 solar bids - 204Mw - in 3rd tender.

RWE OK'd clean/renewable power spinoff.

Dow, DuPont to merge, then split into 3.

EPA grants to replace, upgrade diesel school buses.

Beijing doubling its air monitoring.

Japan to slash steelmaking emissions.

Happy weekend, pards.

FRIDAY OPEN .... MARKET DOWN 204/60/24

WTI ~$36, Brent under $39.

Russia central bank kept key rate unchanged.

(stock #s in %):

CHGT up 13. AMTX, ENZR, MEEC up 9.

NGLPF down 38 with news. BFRE down 17. OOIL down 11. CERE down 10, new low. CABN, GRPH, LSCG down 10. GEVO down 9, new low with volume. GTATQ down 9. HYGS down 6, new low with news. FSYS down 4, new low after reporting. ENOC, URRE down 1, new lows.

THURSDAY CLOSE .... MARKET UP 82/22/4

WTI under $37, Brent under $40. US natgas $2.01.

US Senate passed stopgap govt funding.

US household wealth dropped $1.23T in 3Q.

ISIS retook 2 areas in Syria 2 weeks after losing them.

Iran retreating from Syria fight: Western officials.

(stock #s in %):

MGLT up 150 with volume, up 3x from year bottom. NGLPF up 42. LMRMF up 41. WEST up 23 with heavy volume. ADES up 15. AMSC up 14 with heavy volume. CHGT up 11. WNDW up 10 with heavy volume, news. ENZR up 9.

AIXG down 30, new low with very heavy volume. BSRC down 15. LEDS down 14. PSON down 13. HYGS down 9 with heavy volume. FSLR down 7 with very heavy volume, news. SKYS down 6. SENY, MGPHF down 5, new lows. URRE down 5, new low with volume. BBLU, CABN down 2, new lows with volume. CERE down 2, new low. ENOC down .2, new low.

CARBON LEVY/DIVIDEND WOULD CUT GLOBAL EMISSIONS 30% IN 10 YEARS ....

Carbon levy/dividend would cut global emissions over 50% in 50 years, plus increase global GDP, create 3M jobs: Hansen, studies.

US Clean Power Plan will help clear up Beijing smog: McCarthy.

Australia signed carbon trading declaration.

Algae killed 200K perch, bass in Maryland.

Fake surgical masks frustrating Chinese (used for smog protection).

Washington State governor declared state of emergency over storms.

China using much less natgas at power plants lately.

Charleston, SC $250M to fight flooding, rising sea.

US Natl Weather Service sees warm weather persisting across much of US until at least Feb.

53 oil tankers anchored off US Gulf coast waiting to unload 32M bls. (Storage shortage.)

$60-70/bl oil to be "new normal": expert.

Brazil comp to build 24Mw wind farm in Brazil. 2Mw turbines. $1.57/mw cost. Online by '18.

Another Brazil comp to build 30Mw wind farm in Brazil. 2Mw turbines. $1.42/Mw. Online mid-'17.

Another Brazil comp to build 8.1Mw wind farm in Brazil. 2.7Mw turbines. $1.41/Mw. Online Aug, '16.

Fred Olsen to develop 18Mw wind farm offshore Cleveland OH. 3Mw Siemens turbines. $120M cost. $6.66/Mw. Construction start in '18.

Hanwha (HQCL) to build 170Mw solar farm in TX for Austin Energy grid.

Asia Development Bank $1B loan to increase India clean/renewable energy development.

GM to power its TX plant with EDP 250Mw wind power.

Nareva, Enel, Siemens made lowest bids for 850Mw wind tender in Morocco.

Sunnedix $99M finance for solar park in Japan.

NRC gave 20-year operating extension for Davis-Besse plant. (Isn't that the one that almost melt down?)

VW engineers began work on diesel cheat in '05.

US Highway Bill to reauthorize US Ex-Im Bank through '18.

THURSDAY OPEN .... MARKET UP 62/16/3

WTI ~$37, Brent ~$40.

Bank of England kept rates at .5%, inflation subdued.

Near half of US youth say "American Dream" dead: Harvard poll.

(stock #s in %):

NGLPF up 42. AMSC up 10 with volume. BLSP, ZAAP up 10. LSCG up 9. WNDW up 3 with update. SCTY up 3.

AIXG down 30, new low with very heavy volume. PSON down 16. LEDS down 14. GPHBF down 11 with news. ADES down 11. FSLR down 9 with volume after guidance. CREG down 9. HYSR, HYGS down 8. BBLU down 5, new low. ENOC down 2, new low. SPWR down 2 with heavy volume, news.

WEDNESDAY CLOSE .... MARKET DOWN 75/75/16

WTI under $38, Brent under $41. US natgas $2.06.

Turkey air/ground strike against Kurds in N Iraq.

ISIS commander killed in Syria strikes.

Russia revolution "inevitable": exiled tycoon.

(stock #s in %):

TERP up 24 with heavy volume, news. PSON up 20. FCSMF up 18. AETI up 17. AVAV up 15, new high with very heavy volume, news. VSLR up 15 with very heavy volume, news. SUNE up 14 with heavy volume, news. LEDS up 14. GLBL up 11. ASYS up 10 with volume. SSNI up 6, new high with heavy volume. RVLT up 5 with volume. FCEL up 5 with heavy volume. CLNE up 3 with volume after new low. VWDRY up .2, new high.

GTATQ down 22 with heavy volume. AIXG down 14 with very heavy volume. JUHL down 14. CHGT, ENZR down 13. ADES down 11. CLNT down 10. SPWR down 8 with heavy volume, news. CERE down 5, new low. BBLU, GEVO, SENY down 4, new
lows. CDTI down .8, new low. ENOC down .5, new low.

INDIA TO US: CUT BACK ENERGY USE .... REST OF WORLD PERPLEXED CLIMATE DEBATE CONTINUES IN US

Republicans need to stop treating climate change like a political issue: Schwarzenegger.

Biggest driver of plants', Earth's surface ability to store carbon is tropical nighttime temps - expected to warm faster than avg. temps: study.

US proposing to double grant-based public finance for climate change adaptation to $860M by '20.

Put higher price on carbon: Euro utilities.

S Korea plans 10x increase in "low carbon" vehicle production.

UN, partners launched $5B initiative for clean/renewable power in Africa.

Saving energy a "triple win": Ban Ki-moon.

China offering perks to coal power plants that meet climate regs.

Melting glaciers threaten China water supplies.

American Electric Power leaving American Legislative Exchange Council, shifting to work with states implementing Clean Power Plan.

New generation of nuke power plants may need revision of outdated radiation standards to get built: experts.

Vestas (VWDRY) bought UpWind Solutions for $60M. Services wind farms in 9 US states.

Global oil rig count down 16% on year.

Next Era Energy to build 17Mw solar on 3 military bases on Oahu.

Geothermal power profitable for investors once exploration risks addressed: IRENA.

Sun Edison (SUNE) modified Vivent (VSLR) takeover terms, added Blackstone as shareholder.

ENGIE won OK to build 325Mw solar in France, Brazil tenders.

Global Clean Partnership Fund giving $30M to Kenyan Bank for green lending.

Sunpower (SPWR) to raise $350M with private offering.

WEDNESDAY OPEN .... MARKET UP 173/3/9

WTI over $38, Brent over $40.

"Serious" US scrutiny of Iran missile test. (Possible violation of nuclear deal.)

Russia fired cruise missiles into Syria from sub in Med.

Yuan at 4-yr low.

Brazil Supreme Court halted creation of impeachment committee.

(stock #s in %):

TERP up 22 with news. PSON up 20. AVAV up 18, new high with heavy volume, news. SUNE up 16 with heavy volume, news. GLBL, ZAAP up 16. VSLR up 15 with very heavy volume, news. FCSMF up 11. PEIX up 10. SCTY up 5. CLNE up 5 off new low. CDTI up 3 off new low.

ENZR, JUHL down 14. GEVO down 8, new low with volume. CERE down 1, new low.

TUESDAY CLOSE .... MARKET DOWN 162/3/13

WTI under $38, Brent under $41. US natgas $2.08.

Short-term spending bill to prevent US govt shutdown: Ryan.

Iraq forces retook large part of Ramadi from ISIS.

(stock #s in %):

LMRMF up 19. ENZR up 15 with heavy volume. ZNNMF up 12. ACPW up 11 with very heavy volume off new low. CHGT up 11. NGLPF up 10 with volume. LTBR up 9. BFRE up 6 with very heavy volume.

GEVO down 35, new low with very heavy volume, news. WWPW down 30 with heavy volume. ZAAP down 25. ABAT down 17. FCSMF down 15, new low with volume. XDSL down 14 with heavy volume. FCEL down 14, new low with very heavy volume. AMTX down 13 with heavy volume. CABN down 13 with volume. ASTI down 12 with very heavy volume. GTATQ down 10. CCGI down 9. AETI down 6, new low with heavy volume. CERE, FSYS, CDTI down 3, new lows. RVLT down 3, new low with heavy volume. BBLU down 2, new low. YLCO down 1, new low.

EXXON SUPPORTS CARBON TAX, BACKS PARIS TALKS .... CHINA INCREASED '20 CLEAN/RENEWABLE POWER TARGET

6 green banks, 2 NGOs launched network to underwrite global clean energy.

India to close some coal plants due to Delhi pollution.

~3B folks cook, heat homes with wood, dung, coal.

Methane emissions from oil/gas industry vastly exceed US govt estimates: study. Daily leaks from Barnett shale play alone equals a year's emissions from 8K cars.

Most groundwater arsenic in SE Asia coming from flooded wetlands: study. (Arsenic in pesticides for rice.)

Uranium contaminating groundwater in Cal central valley.

Small islands face serious disease risks from climate change: experts.

10 African countries backing massive reforestation plan.

Ikea, Sony, 112 other comps commiting to science-based climate goals.

Kellogg pledge to cut its GHG emissions.

Venezuela has been adding oil rigs in search of new oil. Production down .6% from '14 avg.

OPEC countries' avg. oil production up 4.7% over '14.

Mexico OK'd Eni development of 3 fields in Gulf of Mex. 800M bls, 480BCF.

US oil rig count down 10 last week. Natgas rigs up 3.

BLM 2nd postponement of oil/gas lease sale in face of protests by Keep It In The Ground.

Czechs turning to coal power.

Australia $1B initiative to find "tech breakthroughs".

Duke, partners to offer solar + storage. 1st focus on S Cal, Hawaii.

Spain OK'd 8.5% biofuel blend for '20. (Still under 10% EU mandate.) 4.3% minimum set for '16.

Marathon abandoned $270M ultra-deepwater oil/gas project in Gulf of Mex.

Google targeting 100% clean/ren power by '25.

Building Energy to build 30Mw wind farm in Iowa. $55M. 3Mw ACCIONA turbines. Online by '17.

Sapphire Wind turned on 52.8Mw wind farm in Pakistan. GE 1.6Mw turbines.

TUESDAY OPEN .... MARKET DOWN 184/33/20

WTI under $38, Brent under $41.

Euro econ up .3% in 3Q. Brazil GDP down 4.5% in 3Q v. 3Q14.

(stock #s in %):

ENZR up 29.

GEVO down 31, new low with very heavy volume, news. LSCG down 13. FCSMF down 12, new low. ABGB down 11 with more news. VSPC down 10. ASTI down 8 with heavy volume. FCEL down 7, new low with heavy volume. SENY down 5, new low. SPWR, SCTY down 5. RVLT down 4, new low with heavy volume. FSYS down 3, new low. CERE down 2, new low. YLCO down 1, new low.

MONDAY CLOSE .... MARKET DOWN 117/40/14

WTI under $38, Brent under $41. US natgas $2.07.

ISIS smuggled WMDs into Europe: EU.

Top Islam leader killed in Libya: US.

Turkey sent troops, tanks into Iraq over weekend. Iraq giving them 48 hours to get out.

Sauds finance much of radical Islam: German sources.

Clashes between Iraq Shi-ite militias, Kurds near Kirkuk.

US Supreme Court denied assault weapon ban challenge.

China "red" pollution alert shuts schools, cuts vehicle traffic by 1/2. "Yellow" closes factories.

Canada $ at 11-yr low.

(stock #s in %):

PTOS up 50. ASTI up 40 with very heavy volume, up 2x on year. ABAT up 26 with heavy volume. GRPH up 20. LMRMF up 19. FNVRF, CABN up 16. GPHBF up 12 with volume. OLED up 1, new high with volume.

CHGT down 18. ENZR down 16 with volume. PRHL down 14 with heavy volume. ZNNMF down 14 with volume. AMLM down 14. HYGS down 13 with volume. BLSP down 13. EFOI down 11. BBLU down 10, back on bottom. MKTY down 10. WPRT down 9, new low with volume. GLBL down 9, new low. ABGB down 9 with news. CLNE down 8, new low with volume. FSYS down 7, new low. CERE down 5, new low. ACPW down 2, new low. PEGI, CDTI down 1, new lows.

EXXON WARNING 7-12*F GLOBAL WARMING WITHOUT GOVT ACTION

S&P warning against politics thwarting US Clean Power Plan compliance.

Med schools in 14 countries, including China and India, to teach students to address health impacts of climate change.

Marine reserves failing to protect most species: study.

Migratory birds need global protection: study.

Fukushima radiation spreading along Americas' west coast.

Iran rivers drying up.

Ukraine '16 wheat crop in bad condition from drought.

Heavy rain in England restarted waterfall after centuries.

Greenland glaciers retracting twice as fast as anytime in last 10K years.

Food giants have bigger carbon footprints than some countries.

Health groups pressing EPA for new methane emissions limits.

Taipei offering $800 subsidies for el scooters with batt-swap stations.

NY pension fund promising clean power investment.

Delhi India banning old trucks, buses for emissions cut.

US Dem senators telling Paris conference US stance will be firm.

EU comps launched zero-energy buildings initiative.

BMW, Coca-Cola joined 100% clean power pledge wave.

Russia won't block climate deal: Putin.

China expected to double oil purchases for its strategic petrol reserve in '16 to 70-90M bls.

Oklahoma oil producer ignored regulators, earthquakes followed.

White House called IAEA report on Iran nuke weapons program satisfactory. Sanctions could be lifted in Jan.

Moscow started building underwater power line to Crimea since above-ground power line pylons blown up.

Cleveland offshore wind power project got Norwegian backer.

Mississippi PSC adopted solar net metering rules.

Ameren suspended plans for 15Mw solar project in Missouri.

Solar power costs may be 10% below coal in India by '20: report.

Aksamit to invest $725M to develop 450Mw wind power in Nebraska. $1.61/w cost est.

Kyocera, Century Tokyo finished another 10Mw solar plant in Japan.