FRIDAY CLOSE .... Market down 251/48/26. Volume heavy. WTI up over $48, Brent up to $53. US natgas down to $2.66. US drillers idled 94 more rigs. Surprise Russia interest rate cut 2% to 15% drove ruble down 4%. Putin sent nuke bombers over English Channel. NATO to deploy small units in 6 E. Europe countries. Yemen al qaida say France their enemy #1. Iraq Kurds repelled major ISIS surprise attack on Kirkuk. Greece to repay ECB, IMF, deal with EU .... (stock #s in %) ADES down 46, new low with volume, news. EVSI down 14. JUHL down 11 with volume. RGSE down 10, new low with news. CREG down 1, new low .... AXPW up 40 with volume. SKYS up 11. CABN, SSOL up 10. CDXS up 8, new high with volume. XSNX up 8. JASO up 3 with upgrade. NTCXF up 3 with volume.

MOST AMERICANS SUPPORT GOVT ACTION TO FIGHT GLOBAL WARMING CLIMATE CHANGE: NY TIMES, STANFORD POLL. 90% of Dems, 78% of Independents, 48% of Republicans say so. 2/3rds more likely to vote for candidates who campaign on fighting GWCC, less likely to vote for those that question or deny science of human-caused GWCC. 81% believe GWCC caused at least in part by human activity .... Big gap remains between what scientists say, Americans think about GWCC. (Well, that pretty much flys in the face of that poll.) .... Recent flooding boosted Brits' belief in GWCC .... Floods just displaced 170K in Malawi .... Brazil drought bringing water supply to near zero capacity for hydropower. Driest period ever in their records. Hydropower facilities that supply Sao Paulo being deactivated. Brazil normally gets 70% of power from hydro .... Oceans' heat content literally has gone up off current NOAA charts. 90% of GW heat ends up in our oceans .... US Senate voted against windpower PTC amendment. (There you go, you dinosaur jockeys. Keep pulling the world back for money.) .... Facebook, Bank of America got onboard $1.7B Better Buildings expansion .... Farm bill squashes innovation in sustainable ag: a farmer. (More Republican work probably.) .... Iceland glaciers melting so fast parts of the island are rising .... Thursday's govt auction for wind power leases off Massachusetts drew little interest from developers. 2 of 4 parcels drew no bids at all. (One of highest wind areas in US. But deepwater expensive.) 2 comps got leases for ~$1.50/acre. (US Wind paid $109/acre for almost 80K acres offshore Maryland last year) .... 1 offshore wind project moving forward off Rhode Island. Deepwater Wind. Turbine foundations to be planted this summer. They have 3 other projects in development off New England, NJ, OR .... 4.854Gw onshore wind installed in US in '14. Total US capacity now 65.879Gw .... Tesla (TSLA) doubled its Supercharger network in UK .... US Senate bill #1 passed. Keystone XL pipe. (All I can say is, if we have to have tar sands oil, a pipe is smarter than oil trucks, oil trains.) .... Hastings-On-Hudson 1st municipality in NY region to ban single-use plastic bags AND plastic foam food containers .... Major American comps in food, bev, consumer goods sectors wasting resources, energy, money in inefficient packaging (we see that every day when we open something up), recycling practices. Missing out on over $11B /yr market. (Why the stupid recalcitrance?! Business stupid.) .... US team at World Bank pushing for Kosovo coal plant. (REALLY?!) .... Energy storage sector calling for inclusion in US Clean Power Plan compliances .... Climate change pushing fish away from Australia toward cooler waters .... Georgia Power's nuke power expansion project slipped another 18 months, adding hundreds of millions to cost. .... Lawsuit filed to block expansion of Calif crude-by-rail terminal .... Scotland temporarily banning fracking .... Shell set to confront risk GWCC may pose to its future. (2*C protocol means only 1/4 of existing fossil fuel reserves burnable.) .... China coal consumption down .4-3.5% in '14 depending on whom you believe .... UK banks behind over $500B of leveraged loans to oil/gas industry past 4 yrs .... Sun Edison (SUNE) to provide solar power for Calif schools .... Mexico to add 66Gw clean/ren power to grid next 15 yrs with $90B investment. Mexico goals 30% powgen from clean/ren by '24, 40% by '35, 50% by '50. Their fed budget for clean/ren $31.5M this year .... EPA allowing biodiesel imports from Argentina while US producers laying people off .... EDF unit started up 61.5Mw wind farm in S Africa. 1st of 3 .... Terraform Power (TERP) issued $800M, 8-yr, 5.875% junk-grade bond .... Despite 50M smart meters installed, Americans don't change power use .... Remember from '11: for every $1 of investment in cleaner power avoided by '20, $4.30 more will be needed after '20 to compensate for increased emissions. (The time is NOW, pards. Unless this world age is about to end with Jesus' return.)

FRIDAY OPEN .... Market down 102/29/16. Volume normal. WTI over $45, Brent over $49. US GDP up 2.6% in 4Q, less than forecast. Russia cut key interest rate, ruble lowest since Dec. Greece shunned EU bailout cash. Italy unemployment down .... (stock #s in %) AXPW up 34 with volume. DPSM up 28. CABN up 14. CHGT up 10. JASO up 2 with upgrade .... ADES down 41, new low with volume, bad news. LMRMF down 18. JUHL, OOIL down 11. CLNT down 3, new low. GEVO down 3, another new low with volume. RGSE down 1, new low.

THURSDAY CLOSE .... Market up 225/45/19. Volume a tweak heavy. WTI over $44, Brent over $49. US natgas down to $2.69. Big oil cut $20B to save dividends. Belarus prez warning Moscow. Obama wants $74B spending in budget .... (stock #s in %) CGYV up 40. NAMG up 39. MDDD up 28. PSON up 26. NGLPF up 18. SPIR up 12. LYTS up 10 with volume after reporting. ASTI up 9 with volume. AXPW up 7 with volume. TSLA up 2 .... GEVO down 47, new low with volume after news. AMLM down 19 on 100 shs. DPSM down 14. OOIL, FNVRF down 11. AIXG down 2, new low.

WORLD CAN'T GROW ENOUGH CROPS FOR FOOD AND ENERGY: REPORT. (PEEPS. WE HAVE TO STOP USING GROUND FOR FUELS.) .... Western govts must reconsider reliance on biofuels: World Resources Institute .... EPA taking on pest resistance to GMO corn. (Don't eat GMO corn, pards. Or anything GMO'd) .... Smog makes Beijing unlivable: mayor .... China banning new coal mines in east .... China 15Gw solar power target this year .... US Senate cutoff Keystone XL debate .... DOE 1st rules for gas fireplaces .... Kyocera says Japan solar demand slowing. (Suspension of grid access for new solar by utilities last year.) .... India to sell shares in Coal India .... Worldwide investment in petrol projects to be cut est. $100B - 15% - this year .... US commercial crude stocks - 407M bls - highest level in at least 80 years. Last 2-week 19M bl increase largest in near 30 yrs .... Chevron, BP JV to explore oil/gas in deep Gulf of Mex 180 miles south of US coast. BP selling large stakes to Chevron. Conoco also in area .... Sasol delaying $14B project in Louisiana to make diesel from NG .... Shell cutting spending $15B .... Hess halving rigs deployed in ND Bakken .... Global warming climate change driving poor folks in Kashmir to join militants: experts .... Fracking appears to have set off earthquake swarm in Alberta. Record 4.4 quake last week. Fracking induced similar magnitude in BC last year being investigated .... US crude production up 27Kb/d last week to 9.21M: EIA. (EIA usually too high.) .... US gasoline demand up 8% yoy .... GEVO share/warrants offer to raise $6.6M. Buying 4 more months. Big stock drop today. US Supreme Court days ago decided for GEVO in patent dispute .... US ethanol stock at 2-yr high. 20.6M bls .... OOIL teaming with Idaho National Lab (DOE) on algae biofuel production .... UK ethanol producers using more wheat than expected. (Um, people eat wheat. Hopefully not GMO'd.) .... Solar panels made with perovskite will be up to 40% cheaper, 50% more efficient than today's panels: Exeter study .... sPower bought near 162Mw of solar projects from Hecate Energy. 3 projects near Mojave. Groundbreak 3Q15, all online July '16 .... EDF Energy extending nuke power plant life 10 yrs .... Siva Power (Cal) getting $10M to hone its thin-film solar tech before building factory. Funds from city of Wuxi China, $3M from DOE SunShot. May be able to make panels for 40 cents/watt that could drop to 28 cents in 2 years. Seeks up to $100M for 300Mw/yr factory. Probable groundbreak next year .... PriveQ Capital (Canada) targeting alternative energy .... E.ON plans to sell 347Mw clean/ren assets .... Novozymes stock buyback program .... Mexican states want to attract $700M for wind power investment .... New tech, smoother routes helping UK air traffic services save airlines 1M tons CO2/yr .... 300M tons of plastics made globally in '13. Up 4% over '12. Recycling lagging. Millions of tons go to landfills, oceans every year. West Europe, N Am consumes 100Kg/yr/person of plastic. Asia 20Kg. ~4% of oil used to make plastic. 4% more to power plastic making. 26% of Euro plastic recycled in '12. 9% in US. Non-recyclable plastic packaging a growing trend. (We have to turn this around, pards. I walk my used plastic bags to Kroger for recycling.) .... Iowa utility lawsuit challenging how to stem fertilizer/animal waste flow into streams, rivers, oceans .... Science, costs main focus at EPA hearings on ozone rule .... US Senate 1 vote shy of permanently extending land preservation fund .... Shell plans to drill off Alaska this summer .... NRC urged to ease foreign investment rules .... Limited appetite for offshore Mass. wind power lease sale .... DOE $44K fine for EPA Hanford waste.

THURSDAY OPEN .... Market down 20/15/5. Volume a little heavy. WTI over $44, Brent near $49. US jobless claims 15-yr low. Denmark negative interest rate. Germany negative inflation rate .... SSOL up 21. NGLPF up 18. LYTS up 8 after reporting. AMSC up 3 after reporting. WEST up 1 with news .... GEVO down 45, new low with volume, news. LSCG down 18 with news. DPSM down 14. CJES down 6, new low. CLNE down 3, new low. AIXG, OPWR, SZYM, VECO down 2, new lows.

WEDNESDAY CLOSE .... Market down 195/43/27. Volume a little heavy. (This market could tread water for a year.) WTI under $45, Brent under $49. US natgas down to $2.85. Fed raised assessment of economy, settled on patience on interest rates. ISIS to Obama: "we will cut off your head in the White House." (Uh huh. Yea right. Bring it on.) .... (stock #s in %) AXPW up 39 with volume, news. FNVRF up 25. AMLM up 20. BFRE up 19. AETI, DSTI up 18. JUHL up 13. LSCG up 8 with volume. CHGT up 7 .... MDDD down 23. VOIL down 12. PSON, TPLM down 11. ALTI down 10. PLUG down 9 with volume, news. CABN down 7, new low with volume. TSLA back under $200.

US FED STAYING PAT .... OPEC CHIEF SAYS OIL WILL REBOUND HIGHER THAN IN '08 .... Australia temps rising faster than in rest of world. (Well, it is summer there. But rising faster than south tropics.) .... Corals may be more resilient to global warming climate change than previously thought: study .... India clean power investment up 13% in '14 to $7.9B. Est. over $10B in '15 .... Bangladesh govt push for solar power .... Copenhagen built world 1st climate change-adapted neighborhood .... Wind power 11.7% of Brit power gen in 24-hour period ending on Jan 26 .... Germany readying 1.2Gw PV solar land auction .... GE, Statoil collaborating to accelerate development of more environmental, economically sustainable oil/gas industry solutions .... Cenovus Energy delaying $700M of $2.5-2.7B oil/gas capex budget in '15 until prices recover. On top of 15% overall reduction already from '14 .... US produces ~4.6Kb/d/active rig. Mideast ~60K, down from ~140K in '00 .... ERG unit to build 14Mw wind project in Poland for under $26M. Construction start 2Q15, online yearend .... Asia Development Bank to loan $85M for 81Mw wind project in Thailand. Online by '17. Thai target 1.8Gw wind by '21. 223Mw installed now .... Vattenfall halting nuke power plans in Sweden. New govt wants 100% clean/ren power. (Um, nuclear is clean power.) .... Excess power gen cap slowing nuke power project progress in Kazakhstan .... Pattern Energy (PEGI) bought majority stake in Green Power Investment (Japan). Expected to add up to 1Gw of clean power projects to PE's portfolio .... Solar Frontier, Chopro to build 30Mw solar project in Japan. Online July '16. Solar Frontier makes CIGS panels .... NRG Energy to finance, build 1 of US' largest community solar networks in Colorado. 8.2Mw in 5 projects .... 75% of US homeowners unable to install panels on roofs .... Utilities in 21 states offer community solar programs .... Fed judge ruled for EPA in suit by agribiz over EPA providing info on large livestock farms/lots to enviros .... LA trying to kick imported water addiction .... Natgas pipeline explosion in W Virginia .... W Va senate sent energy law repeal to gov .... NY OK'd LNG rules aimed at long haul truckers.

WEDNESDAY OPEN .... Market up 9/19/2. Volume slightly heavy. WTI under $45, Brent under $49. Fed meeting. Singapore QE. Greek markets plunging with new govt, debt swaps indicating 70% probable default .... (stock #s in %) JUHL up 13. CHGT up 9. WEST up 7 with news .... PSPW down 35. DPSM, MDDD down 19. XDSL down 16. SSOL down 11. ALTI down 10. XSNX down 5, their climb reversed. REGI down 3, new low. OPWR down 1, new low.

TUESDAY CLOSE .... Market down 291/90/27. Volume a tweak light. (Blizzard?) WTI at $46, Brent over $49. US natgas up to $2.95. Iran ditching US dollar in foreign trade .... (stock #s in %) NFEC up 37 with volume, news. NTCXF up 35 with volume, news. MDDD up 27. AWSL up 22 with volume, news. AMTX up 11. BSRC up 10 with news. CSUN up 10. XSNX up another 9 with volume .... PSPW down 18. LYSDY down 17 with volume. PSON down 12. GEVO down 6 with volume, news. RGSE down 3, new low.

CHINA EXPECTED TO LAUNCH SUBSIDY FOR LITHIUM BATTERIES FOR EVs .... No El Nino drought relief for Texas .... Severe drought ongoing in Brazil .... Not much precip in Calif since December. State midway through rainy season .... Extreme weather events expected to double: study .... Breathing India air took 6 hours off Obama's life .... Private agreement better than law at protecting Amazon: scientists .... Wood burning not major threat to climate: study .... No link between diesel techs, cancer: study .... Saltwater creeping toward pure Louisiana aquifer .... Winter wheat planting in Iraq way down because of ISIS .... Kurds rocketing ISIS in Mosul .... Tanker with stranded Kurd oil left Gulf of Mex .... White House to OK oil/gas drilling off Atlantic coast, ban it in some areas off Alaska .... BP freezing 80K workers' wages .... Colorado oil driller idling new well completions .... Oklahoma court to consider oil comps' liability for earthquakes .... Sauds can cope with low oil prices for at least 8 yrs: expert .... Total plans 10% capex cut, speeding up billions of asset sales .... BHP Billiton to cut its US onshore rig count from 26 to 16 by July .... Venezuela's sale of Citgo called off. Plans to raise $2.5B by selling debt instead .... Producers expect Canada oil production to fall 65Kb/d this year, 120K in '16 .... US oil drilling rig count down 49 last week, drop most in N Dakota: Baker Hughes .... US gasoline demand up 5.4% in Dec yoy. Avg. over 9.1Mb/d .... Ukraine deal to build natgas pipeline with Poland to access LNG hubs .... Fuel shortages in Pakistan after govt cut pump prices .... Panama Canal expansion expected complete by yearend .... Beijing to start construction on 4 new subway lines this year .... World's largest oil refinery (in India) added algae demo project. Algae from CO2 .... Brazil biodiesel production expected to rise 25% this year to 4B liters. Consumption up 15% in '14 .... Mississippi biodiesel plant OK'd to restart after '14 explosion/fire. Now 130K gal feedstock storage, up from 46K .... Philippines 30M liters/yr ethanol plant shut down over fish kills .... U of Minnesota researchers ID'd potential materials to boost ethanol, petrol products production .... India looking to support biofuels with tax incentives, fuel standards for E85, ED95 .... $465M investment last week in West Canada Sedimentary Basin. Riverstone, partners venture. Formation below Bakken rocks .... 3 comps finished 4.5Mw solar plant in Massachusetts .... 40Mw, ~$86M solar plant online in Kenya by Jan '16. Finance from China Ex-Im Bank. Africa Development Bank finance expected later. Another 40Mw solar plant planned for Kenya with Spanish backers .... GE turbines to supply 151Mw China wind project .... Abengoa (ABGB) started construction on 100Mw PV solar project in Chile online by yearend, 110Mw solar thermal project with up to 17 hours thermal storage online in 2Q17 .... Florida Power & Light to triple solar capacity by '17 to 335Mw .... Brazil bank raised $408M for clean/renewable power, water treatment projects. Loans from IFC, Bank of Am, 2 others .... Bank of Am goal $50B for green projects next 10 yrs .... Mitsubishi finished 6Mw solar plant in Fukushima .... American Capital unit got $62.7M in loans from OPIC, IFC, IFC-Canada for 36Mw Jamaica wind project. $26.9M equity investment from Am Cap. Vestas trubines. Online early '16 .... Trinidad, Tobago proposing $1B clean power fund .... NV Energy's 2nd 100Mw RFP .... US-funded biomass power project failed in Liberia.

TUESDAY OPEN .... Market down 367/100/32. Volume heavy. WTI over $45, Brent over $48. US durable goods orders down 4th month in row. (Strong dollar?) .... (stock #s in %) NFEC up 58 with volume, news. CABN up 26. AWSL up 15 with news. NTCXF up 10 with news .... VOIL down 15 with volume. PSON down 12. WEST down 10 with volume. ERII, RGSE down 2, new lows.

MONDAY CLOSE .... Market up 6/13/5. Volume normal. WTI over $45, Brent over $48. US natgas down to $2.82. S&P cut Russia bond status to junk .... (stock #s in %) PTOS up 34 with volume. MKBY up 28. PSPW up 23. FCEL up 13 with volume. ELON up 12 with news. AMSC up 12. LMRMF up 11. ASTI up 9. PLUG up 7. OLED up 6 with volume, news. XSNX up 4 more with volume. CREE up 3 more .... DSTI down 35. NGLPF down 31. DPSM down 22. WEST down 21 with volume. FNVRF down 20. AWSL, CCTC down 18. AMPD, ZNNMF down 15. LYSDY down 13. AXPW down 12, new low with news. MMMW down 10. NTCXF down 9, new low with volume. ACFN, AMTX down 2, new lows.

LEADERS IN DAVOS URGING QUICK ACTION BEFORE PROBLEMS FROM GLOBAL WARMING CLIMATE CHANGE BECOME IRREVERSIBLE. UN calling on govts to act .... US, India non-binding pledge to work together toward new climate pact. US to support India's $160B solar push .... Bloomberg, Paulson, Steyer report on global warming climate change risks to Midwest .... US Marine Fisheries Service released 5-yr plan to address global warming climate change .... Ocean research should focus on sea level risks, forecasting natural disasters, global warming climate change's impacts on marine ecosystems: NRC .... Folks using mosquito nets to catch fish could wipe out stressed fish populations in Africa .... Apollo Global Mgmt to raise fund to buy debt of troubled oil drillers. Blackstone expects to raise $4B for same purpose .... Hawaii utility seeks end to rooftop solar incentives .... Obama moved to protect Alaska refuge from oil/gas drilling .... N Dakota climate could be affected by dirty snow: research .... UK enviro agency pension fund pressuring oil comps to invest in clean/renewable energy .... Fed regulators ordering upgrades to pipeline that spilled oil into Yellowstone R. .... Brine from N Dakota spill reached Missouri R. .... W Va. town shut down water treatment system after diesel spill .... High levels of antibiotic-resistant bacteria in TX feedlots: study .... GMO mosquitos could be set loose in Florida .... Oklahoma town rejected oil/gas drilling ban .... New California partnership launched statewide PACE program .... US onshore oil/gas well count to fall from 37K in '14 to est. 27K by yearend. N Am drilling, well completion cost over $140B in '14. Est. $90B this year: Wood Mackenzie .... US consumers may save up to $125B in fuel costs in '15. Gas should avg. $2.35-2.45/gal .... Kern R. (Cal) heavy crude going for ~$33/bl. ~2/3 of Cal drilling rigs shut down in last 5 weeks .... Genel E (led by Tony "I just want my life back" Hayward) plans to increase production in Iraq Kurdistan 74% this year to 450Kb/d .... Gulf Keystone produced 40Kb/d last month in Iraq Kurdistan, to increase to 70Kb/d by '17 .... IMF forecast China GDP growth to fall to 6.8% this year .... Over 85M gal/yr cellulosic ethanol capacity started up in US in '14 .... Petrobras to make biofuels from fish waste .... Thailand cut B7 mandate in half. Low palm oil supply .... Scotland N Sea driller cutting 300 jobs .... Russia may be forced into oil/gas production cuts .... Gazprom says Ukraine combined debt, penalties now over $2B. Winter NG discount for Ukraine expires end of March. Naftogaz (Ukraine) claim that Gazprom owes them $6B (over Crimea) in Stockholm arbitration court. (And, O, by the way, their war has heated up in past week.) .... GDF Suez, partners contracted to research solar-powered desalination tech in UAE .... Abengoa (ABGB) to co-develop $130M solar desalination plant .... EC OK'd UK govt aid for 299Mw biomass combined heat and power plant .... London fund bought 40Mw waste wood-to-power plant project for $240M. Online in spring '17 .... OTMT got $137M of clean/renewable power contracts in Egypt .... US Supreme Court rejected BP exec's appeal over amount of oil released in '10 Gulf of Mex spill.

US INFLATION RATE .8% IN DECEMBER .... Japan increasing its monetary base $674B/yr .... China GDP grew 7.4% in '14 (their figures). Slowest growth in 24 yrs. China oil consumption 10.63Mb/d in '14, imports 7.19Mb/d. Est. 5% rise in demand for '15 .... US operating rig count down 74 last week .... Over 1/2 of existing global oil production will disappear by '30. 5%/yr natural production decline.

MONDAY OPEN .... Market flat, mixed. Volume slightly light. WTI over $45, Brent over $48 .... (stock #s in %) PSPW up 23. OLED up 16 with volume, news. XSNX up another 14. NFEC up 14. CABN up 12. FCEL up 8 .... DSTI down 35 after Friday jump. NGLPF down 26. WEST down 25 with volume after Friday jump. FNVRF down 20. XDSL down 16. BFRE down 12. MDDD down 11. ABAT down 9. NTCXF down 3, new low. ACFN down 1, new low.

IRANIAN CALLS FOR ALLIANCE OF OIL PRODUCING COUNTRIES AGAINST SAUDS, KUWAIT to halt oil price slide .... OPEC output up 80Kb/d in Dec. to 30.48Mb/d. Increased production from Iraq .... Iran allegedly illegally falsifying oil exports as Iraqi by switching ship cargoes offshore UAE .... Venezuela crude down under $40/bl last week. Maduro wants to end 18-yr gasoline price freeze .... Oil/gas comps suspended ops in Yemen, evacuating staffs .... Kuwait paying $4.2B to UAE, Greek comps to develop heavy oil field. 60Kb/d by '18, up to 270K by '30 .... Premier Oil delaying development of new oil fields off Falklands, Norway .... China to have new 2,400km, 440Kb/d oil pipeline, deepsea oil port online by Feb. New refinery months away from completion .... Over 1/2 of existing global oil production will disappear by '30. Natural 5%/yr production decline .... Japan increasing its monetary base $674B/yr .... US inflation .8% in December.

FRIDAY CLOSE .... Dow down 141, Naz up 7, SP down 11. Volume a little light. WTI over $45, Brent over $48. US natgas up to $2.95 .... (stock #s in %) DPSM up 71. DSTI up 54. WEST up 44 with huge volume, news. XSNX up 23 with volume. LYSDY up 21. AQNM up 19 with volume, news. LSCG up 19. AMLM up 13. MMMW up 12 with news. LEDS up 8 with volume, nearing triple since early December .... MGLT down 46. CABN down 21 with volume. PSON down 15. ALTI down 13 on 265 shares. JUHL down 11 on 200 shares. NENE down 2 with volume, hit bottom lines (50-day lines).

WORLD HAS CROSSED 4 OF 9 "NO-GO" BOUNDARIES. Too much CO2 in atmos. Too rapid loss of species. Too much nitrogen (fertilizer) in rivers, oceans. Too much deforestation .... Food diversity under siege from global warming climate change: UN .... Cost cutting systems starting to flood oil patch .... Boston's methane emissions 2-3x higher than previously thought: study .... Beijing closing down 300 comps over pollution .... Drought forcing Brazil to turn to fossil fuels from hydropower .... DOI released enviro assessment for planned 300K-acre lease for N Carolina offshore wind power .... Cal's emissions reduction target feasible through '30 with existing policies: fed scientists .... Growing cities could set plans to cut energy use 25%: study .... Wet winter relieving, but not ending Arizona drought .... Inhofe calling for revamp of CAFE standards .... Decline of wading birds in Everglades .... Chevron safety lapses, poor maintenance linked to refinery fire .... Washington Post upping enviro, energy coverage .... DOE pledged $55M to spur development of "cutting-edge" cars .... BMW, VW to develop US EV charging networks .... Harvard bought water rights in drought-stricken wine country .... Court gave coal comp OK to mine Ohio wetlands .... Biologists marveling, fretting over fluorescent blue seashore off Hong Kong .... Bulgaria customs nabbed 2M endangered baby eels at airport .... Feds in November warned comp with Yellowstone River oil spill .... New rules for ship emissions revving up market for lighter fuels .... Clean energy investments in India up 13% in '14 to $7.9B. Est. over $10B in '15. India 1 of world's lowest clean energy costs markets .... Clean/renewables 27% of German power mix in '14. Better than lignite coal. El use fell 3.8%. Wholesale power prices hit record low E33/Mwh, down from E38 in '13 .... Cost of powergen from clean/renewable sources has reached parity with or dropped below fossil fuels for biomass, hydro, geothermal, onshore wind. PV solar leading cost decline .... Benaire Island (off Venezuela) dumped diesel powergen for 100% clean/ren. Peak demand 11Mw. '04 fire destroyed diesel power plant .... China cut energy intensity (amount of energy needed to increase GDP) 4.8% in '14. 3.7% drop in '13. Target 16% drop from '10 by '15 .... Big Euro fossil energy comps now have majorities on wind, solar lobby group boards .... Lucid Energy producing el inside Portland Oregon city water pipes .... Oil prices to force Russia to cut '15 budget 10-15% .... Total to cut costs but not jobs .... Critical infrastructure protection standard for physical security measures from NERC OK'd by FERC. Effective Jan 26 .... EDF nuke power plant given 10-year operating reprieve .... Albania to invest over $50M in power grid in '15 .... Siemens got order for 48Mw of turbines from Kansas wind project. Up to $85M investment. Online in fall. 2.3Mw turbines .... Helio Sage Energy, Southern unit to develop 120Mw solar in N west Florida. 3 projects on USAF, USN bases. Online 4Q16 .... Suzlon selling German unit for E1B .... '14 small-scale solar installs up 3.2% in Australia .... Honda natgas Civic sales down 65% in '14 .... Almost 3M gallons of saltwater leaked into N Dakota creek from pipeline .... S Florida pelicans killed in serial throat slashings .... Scot researchers: changing shape of light can slow it down .... Invention from U of Arizona slows water evaporation, generates energy.

FRIDAY OPEN .... Market down 38/6/7. Volume normal. WTI over $46, Brent over $49. New Saud king: no policy change. Yemen president resigned, Shiite rebs in palace. ECB QE open-ended. Greek election .... (stock #s in %) WEST up 15 with volume, news. AMLM up 13. MMMW up 12 with news. VSPC up 11. VOIL up 10 .... MGLT down 46. NGLPF down 13. BFRE down 12. AIXG down 4, new low.

THURSDAY CLOSE .... Market up 259/83/31. WTI over $46, Brent over $48. (Han't budged much.) US natgas down to $2.78. Yemen president resigned .... (stock #s in %) XDSL up 20. ALTI, ASPW up 18. PTOS up 15 with news. XSNX up 13 with volume. ENZR up 12. HYSR, MDDD up 11. CERE up 11 with volume after new low. PEIX, LYSDY up 9. PLUG up 8. CREE up 8 with volume at 36P/E ratio or less. What a market. TSLA back up over $200 .... DSTI down 35. DPSM down 26. AXPW down 21, new low with volume. BFRE down 11. CHGT down 10. QTMM down 7. OPWR down 2, new low. ELON down 1, new low. ACFN down 2, new low. AMSC down 1, new low. Some market, A, pards?

BILL AND MELINDA GATES ON CHARLIE ROSE. The yearly update. Bill for President '16. Please run BIll.

GLOBAL WARMING CLIMATE CHANGE ACCEPTED BY MAJORITY OF US SENATE IN AMENDMENT .... Romney: man-made global warming climate change real .... Oil price will go lower: Icahn .... EBRD forecasting Russia econ to drop 5% this year. IMF says 3% .... US wind installs up 6x in '14. 4.7Gw added. Total US installed wind power now 64.2Gw .... China wind installs up 38% to 20.7Gw in '14. Total now 96Gw .... Germany installed record 3.2Gw wind in '14, Brazil record 2.7Gw, India 2.3Gw .... Russia/Gazprom moving ahead with natgas pipeline to Turkey under Black Sea .... Major palm oil trader put its supply chain info online to help curb deforestation .... Illinois regulators OK'd $30M plan to jump-start solar development in state .... Power grid blackout in Brazil .... Schlumberger to buy over 45% of Russia's largest oil driller for ~$1.7B. No sanctions yet .... Eni new oil discovery in W Egypt. Initial production 2.1Kb/d. Est. 8K/d by yearend .... 2 new China waste-to-energy projects now online. RMB430M invested in 1st. Processes 700tons/d, generates ~75Gwh/yr. RMB339M invested in 2nd, 600 tons/d processed .... New 80Mw solar power project in Chile. Maybe online by '16. Chile 1st market where solar can compete on spot power market .... Solar industry added 31K jobs in '14 .... Satellite system launched to combat "pirate fishing" .... 3M gallons of brine leaked from N Dakota pipeline .... EV dealers offering discounts amid low gasoline prices .... BPA "no health concern" for consumers: Europe regulators .... Illegal gold mining fowling large swath of Peru river with mercury .... Volcano went off in Mexico.

THURSDAY OPEN .... Market up 98/35/11. WTI over $46, Brent over $48. Gold over 1,300. ECB set E60B/mo QE .... MDDD up 49. ASPW up 22. XDSL up 20. SSOL up 16. ENZR up 14. LYSDY, XSNX up 13 .... CCTC down 28. DPSM down 26. BFRE down 22. PRHL down 15. AXPW down 14, new low. GPRC down 10. CERE, LTBR down 9, new lows. AMSC down 6, new low. EFOI, OPWR down 3, new lows. CSIQ down 1, new low.

WEDNESDAY CLOSE .... Market up 39/12/9. WTI over $47, Brent over $48. US natgas up to $2.90. Bank of Canada cut interest rates. Yemen rebs dealing with President, pulling back from palace .... (stock #s in %) NGLPF up 38. XSNX up 19. DPSM up 18. BOPO up 17. SSOL, VOIL up 11. CREE up 4 with volume after reporting. CREG up 4 with volume after hitting new low .... LSCG down 21, new low with volume. AXPW down 16, new low. XDSL down 16. HYSR down 15. AETI down 12, new low. ENZR down 12. LMRMF, ZNNMF down 10. AMSC down 6, new low. OPTT, SZYM down 5, new lows. CABN down 3, new low with volume. AMTX, OPWR down 2, new lows.

RUSSIA SET TO TAKE OVER S. OSSETIA (GEORGIA BREAKAWAY REPUBLIC) .... Gazprom preparing to deny Europe up to 1/4 of annual NG exports to Europe .... IMF says oil price drop permanent. OPEC says rebound soon .... US ITC ruled China, Taiwan solar panels harm US manufacturers. Duties will go into effect .... Sauds to delay $109B solar program 8 years. They want as much domestic production of solar panels, wind turbines as they can muster .... US fed judge struck down New Mexico county fracking ban as unconstitutional .... Hong Kong warning public to stay indoors because of air pollution .... Melting glaciers will dump large amounts of organic carbon into oceans next five decades, affecting marine ecosystems: research .... Amendment to Keystone XL bill aimed at improving energy efficiency in buildings passed US Senate 91-5 .... 2 charities to spend $48M next 3 yrs to help states figure out how to reduce power plant emissions .... Russian spy ship docked in Havana .... BHP Billiton to cut its spending on shale drilling next 6 months. Baker Hughes to lay off 7K. Halliburton plans job cuts .... Kansas official links earthquakes to fracking byproduct .... Soitec giving up on concentrated PV solar biz. To focus on semiconductor biz. SDG&E cancelled several contracts over cost ....Biodiesel made from animal fat 85% less GHG emissions than fossil dies: report ....Brazil boosting gasoline, diesel pump taxes to support ethanol .... Brit utilities beginning to pass on natgas savings to customers .... New 2.73Mw solar plant online in Japan. Yingli panels .... Hubco to build over 1.3Gw of coal power plants in Balochistan .... Japan Nuke Reg Authority began safety screening of EPD's nuke power plant project. World's 1st full plutonium-uranium mixed oxide fuel reactor in construction .... Another 350Mw coal power unit online in China .... Sun Ed (SUNE) got $106M of loans to build 85.2Mw of solar in UK .... Abengoa (ABGB) to build world's largest solar-powered desalination plant in Saud Arabia with local water firm. $130M plant. Will desal 60Kcm seawater per day .... Japan could cut its solar tariff up to 18% next FY after more drops in project operations, maintenance costs ....Penn Energy (US) closed $125M of loans to build 37Mw solar in Ontario. 3 separate projects .... Dubai upped '30 clean/renewables target .... Poorly located clean power projects cost Europe E100B .... UAE backing Pacific Islands clean/ren power projects with $50M fund.

WEDNESDAY OPEN .... Market up 58/24/10. Volume slightly heavy. WTI over $46, Brent over $49. ECB starting QE with E50B/mo, wants to inject E1.1T into econ. BOJ maintaining record surplus. Rebs tightening grip in Yemen .... (stock #s in %) XSNX up 19. BOPO up 17. VOIL up 14 with volume. SSOL up 11. LEXG up 10 .... HYSR down 13. AXPW down 11, new low. AMSC, AMTX down 8, new lows. AMRS, BLDP down 4, new lows. ACFN, NTCXF down 2, new lows.

TUESDAY CLOSE .... Market up 3/20/3. Volume normal. WTI under $47, Brent under $49. US natgas down to $2.82. Yemen coup. Space X sold 10% stake for $1B .... (stock #s in %) BLQN up 70 with volume. DSTI up 41 on 121 shares. FNVRF up 37 on 600 shares. CABN up 20. CHGT up 12. LEDS up 11 with volume. CREE up 4 with volume before reporting after hours (beat forecasts) .... BSRC down 24 with volume. AMLM, WWPW down 23. MDDD down 20. HYSR down 17 with volume. AXPW down 17, new low. ALTI down 16. LYSDY down 13 with volume. AMSC down 13, new low with volume. ACFN down 12, new low. EVSI, XSNX down 12. NAMG down 11 with volume. MKTY down 11. CSIQ down 9, new low with volume. CSUN, ASTI down 7, new lows. OPTT down 7, new low with volume. BLDP down 5, new low. AMTX down 4, new low. AETI, CREG down 3, new lows. CJES down 2, new low with news. FSLR down 2, new low.

SATELLITES INDICATE '14 WAS 3RD WARMEST YEAR IN PAST 36. Essentially tied with '05, '10 as hottest: U of Alabama prof who says sat data show temp changes since '01 "statistically insignificant" .... Total investment in clean power up 12% globally in '14 to $274B .... Global nuke power plant decommissioning cost seen to be underestimated, may spiral up .... Major oil spill in Yellowstone R. in Montana detected in public water supplies .... Satellite to measure exactly "frozeness" of ground in Arctic. Launch Jan 29 .... Broad public support for EPA carbon rule: poll .... Global warming climate change causing California forests to shrink: study .... Researchers see rise in ocean levels accelerating .... Algae blooms could spread in freshwater lakes: study .... China built EV charging infrastructure between Beijing, Shanghai .... Army Corps of Engineers OK'd access road for Conoco drilling project. To be first to produce oil from Alaska National Petroleum Reserve .... TransCan seeks eminent domain in Nebraska for Keystone XL pipe .... $1.7B price tag for Great Barrier Reef cleanup .... Scotland OK'd 10Mw hydropower project .... Eni, partners got 2 exploration licenses from Norway for Barents and North Seas .... Velocys unit to build $200M refinery to convert natgas to liquids in Ohio. Online by yearend. Fischer-Tropsch tech. Diesel 8x the cost of NG .... Gamesa to build 24Mw wind park in Jamaica. 2Mw turbines. 3Q15 shipment. Online Feb '16. Jamaica now gets 9% of its el from clean/renewable power .... Malaysia to boost clean/renewables share of energy mix from 2% to 11% by '20.

TUESDAY OPEN .... Market down 91/21/9. Volume normal. WTI under $47, Brent under $49 on increased Iraq output. Yemen presidential palace taken. IMF lowered global growth forecast. No El Nino in Pacific: Australia .... (stock #s in %) FNVRF up 43. CABN up 27 with volume. LEDS up 17 with volume. SSOL up 13. OOIL up 13 with news .... WWPW down 66. AMLM down 26. HYSR down 21 with volume. EVSI, XDSL down 16. LEOM down 15. BFRE, LMRMF, MKTY down 12. DPSM down 11. OPTT down 9, new low. ASTI, CSIQ down 7, new lows. AMRS, CJES down 5, new lows with news. AXPW down 5, new low. BLDP down 4, new low. CREG, REGI down 3, new lows. FSLR down 3, new low with news. CLNE down 2, new low.

GAZPROM (PUTIN) CUT 60% NATGAS SUPPLY FLOWING THROUGH UKRAINE TO 6 EUROPEAN COUNTRIES JAN 14TH .... Israel strike in Syria killed Iran general along with Hezbollah fighters .... ISIS set back in Kobani by Kurds .... Canada special forces in firefight with ISIS in Iraq .... ISIS claimed cred for car bombing Algerian embassy in Tripoli Saturday .... EU trying to start Libya peace talks. No one buying .... EU last week OK'd their countries to give arms to Ukraine .... Ukraine says Russian troops coming over border again over airport fight .... December warmest month on world record. 5 months in '14 set records .... Iran not threatened by $25 oil: minister .... 1.5Mb/d of global oil supply could be operating at a loss with $40 oil. US "stripper" wells, Canada oil sands could be 1st to stop .... US operating drilling rigs down 74 to 1,676 last week. Down 266 rigs last 7 weeks .... U of Waterloo (Ontario) scientists breakthrough in lithium-sulfur batt tech. Could increase EV range 3x at costs lower than lithium-ion .... NREL enzyme could create biofuels 14x faster than current tech. (That, pards, is breakthrough.) .... EIA: non-OPEC oil production to increase ~950Kb/d this year. Down 350K from previous est. Most cut backs in Colombia, US, Canada .... Iraq exported 2.94Mb/d in Dec .... N Sea oil/gas exploration down 18% in '14. 4 fields brought online. Below $75 oil, some N Sea reserves too expensive to develop .... China total oil production up .7% to 1.53B bls in '14 (4.19Mb/d). Their unconventional natgas production up 42% to 4.9BCM total .... 19.7M vehicles sold in China in '14. Up 10%. 5.8% less growth than '13 .... Suncor Energy (Canada) to cut 1K jobs, lower capex 13% ($836M), delay projects .... Canada NG exports to US down 5% in '14 to 7.3BCF/d .... At least 22 supertankers storing oil for later sale. 2M bls each .... GM to intro next gen Volt this year. Bolt coming in '17 with 200-mile range .... Exxon consortium started production at far east Russia field (Sakhalin). 290Kb/d target .... Eni consortium started production in Gulf of Mexico oil/gas field in 7K feet of water. 240 miles south of Louisiana. 80Kb/d, 450MCF/d .... Vestas 36Mw wind deal in Poland. 3Mw turbines. 2Q15 delivery .... 2 Japan, 1 UK banks financing $129M for 52.5Mw solar project in Jordan. First Solar (FSLR) panels .... Access Power to invest up to $400M in clean power projects in Egypt .... Boko Haram attack in Cameroon .... Deadly flood in S Africa .... Gambia coup? .... Onward and upward we go pards. Happy trails.

RUSSIA, UKRAINE PEACE TALKS SUSPENDED .... Ukraine double taxation on natgas extraction by private comps made permanent. (They are not helping themselves.) .... Sao Paulo water reservoir running dry in middle of rainy season .... Venezuela's oil comp wants to spend $300B next 5 yrs to double production to 6Mb/d. $20B Chinese investment/loans so far. Iran to finance housing for poor. (Russia probably will get into the mix more.) .... Egypt deal with Gazprom for LNG shipments. Deal with Algeria for 6 LNG shipments to Egypt .... Malaysia energy comp pulled out from buying $280M stake in Gulf of Thailand oil/gas block .... Petrobras imposed temporary ban on comps engaged in kickback scandals .... Indonesia tightening control of oil/gas imports, exports to eliminate "mafia" practices .... Statoil OK'd to drill exploration well in Norway's N Sea .... Serbia's oil comp (majority-owned by Gazprom) to invest $384M this year for projects, refinery modernization .... Lion Petroleum began oil drilling in Kenya .... Enbridge to build, own, op new 25km oil pipeline in Gulf of Mex. $130M. Online in '18. 3,500 ft deep .... No proven or probable reserves in Afren's oil field in Iraq Kurdistan. 190M bls scratched .... WBH Energy (TX oil/gas operator) filed bankruptcy .... Over 20K small/midsize comps drive most of US oil/gas production .... Petro Vietnam cutting production, ceasing exploration at 4 oil fields (avg extraction cost over $60/bl).

FRIDAY CLOSE .... Market up 190/63/26. Volume up on options Friday. WTI over $48, Brent $50. US natgas down to $3.08. ....Americans addicted to pickup trucks: scientists .... California GDP doing better than Russia, Italy, soon Brazil .... No blacks nominated for Oscars despite Selma. (Rut roh.) .... Goldman Sachs opened Istanbul office. (Off ice .... that's what an office is I guess. Off ice.) .... Venture funding for US startups in '14 most since '00 .... Ruble down 13% already this year .... (stock #s in %) WWPW up 62 with news. HYSR up 42 with volume over top lines. AMLM up 41. MDDD up 38. BSRC up 31, up 14x yoy. UBRG up 25. PSON up 22. BLDW, SSOL up 15. DPSM up 14. LEXG up 13. BBLU up 10. HSOL up 6 with volume. CREE up 3, double bottom on 3-yr chart .... BLQN down 41 with volume. NGLPF down 16. JUHL down 10. CABN down 8, new low with volume. AMRS down 6, new low. BLDP down 3, new low.

'14 WAS EARTH'S HOTTEST YEAR ON RECORD FOR LAND, OCEAN SURFACES: NASA AND NOAA .... Global solar installs may reach over 63Gw in '15. Would be ~22% above '14 .... Russia abandoning petrodollar, opening up $88B sovereign wealth fund to convert it to rubles. Other oil/gas exporters also pulling petrodollars, other dollar-denominated assets out of world financial markets. Global petrodollar exports went negative in late '14. 1st time since late '90's .... GHG emissions from ag now higher than deforestation, land use change combined: study. Emissions from ag still on rise .... Des Moines Iowa to sue neighbor counties for high farm fertilizer runoff into rivers used for Des Moines drinking water .... Sea levels rising faster than previously thought in recent decades. Melting ice sheets the culprit .... Judge: BP dumped 3.2M bls in '10 Gulf spill. Max fine can be $13.7B. US sought $18B .... Sun Ed (SUNE) raised $590M to buy First Wind .... TERP proposing $800M offer of senior notes, priced 12M shares of common at $29.33 .... Solar Power (SOPW) buying 4.3Mw of solar projects in Italy .... Repsol abandoning oil/gas exploration off Canary Islands. $350M exploration had projected 110Kb/d production in long run. On to Angola .... US to help Bulgaria depend less on Russia for 85% of its natgas, 100% of its uranium supply .... There's time to lessen impacts of industrial fishing in oceans: study .... W Virginia Ed board reversed changes to climate change curriculum .... Schlumberger cutting 9K jobs .... Oilfield equipment comps to benefit from proposed methane emissions rules .... Shell/Qatar scrapped plan to build $6B petrochem plant. Unprofitable at current oil prices .... Aramco delayed plans for $2B clean fuels plant at its largest oil refinery .... FERC pushing utilities to adopt standards for cyber, physical security .... Gamesa sold 10Mw solar plant in Spain for 40M Euros .... Windworks (WWPW) sold 3Mw German wind farm - one 3Mw Vestas turbine - to Swiss fund for ~$6M. (WWPW up 62% this morning.) .... Yingli started on 20Mw plant in Xinjiang. Online 2Q15 .... EDF says it can extend life of French nuke plants up to 20 yrs .... Solar City (SCTY) launched homebuilder solar program on US east coast .... Brazil wind power finance up 83% in '14 to $2.5B. 2.58Gw installed .... Statkraft issued $429M of bonds .... $2.7B of solar projects to be unveiled in Mideast, N Africa (MENA) in '15 .... World Bank $31M clean power initiative for Kosovo .... Abengoa (ABGB) $31/share set for new public offer .... Public interest up in global warming climate change, but still low priority: poll.

FRIDAY OPEN .... Market up 14/13/5. Volume 40% over normal (options Friday). WTI over $47, Brent over $49 .... Crude trading at 100-yr avg..... IEA cut '15 non-OPEC output est, sees price recovery .... Ukraine airport battle raging .... (stock #s in %) WWPW up 62. MDDD up 42. PSON up 21. DPSM up 19. AXPW up 16. HYSR up 13. CHGT up 10 .... BLQN down 29 with volume. AWSL down 20. CABN down 12. BYDDF down 2, new low.

THURSDAY CLOSE .... MARKET down 106/68/18. Haters hating on the Naz. Fine. Hate on, haters. Volume a little stronger. WTI over $46, Brent over $47. There goes Brent again. More than WTI. Worst start for copper since '88. Watch it, copper, see? Earthquakes in Connecticut. O yea, earthquake hotbed. Swiss bank also lowered interest rates. Then Pope: climate change, um, mostly man's fault. (But original sin? Oy.) .... (stock #s in %) XDSL up 20. GTATQ up 13. NENE up 4 .... BOPO down 45. LEXG down 25. CHGT down 23 with volume. MMMW down 15. FCEL down 12, new low with volume. BBLU down 11. PSON down 10. SOPW down 9. SUNE down 9 with news. VSLR down 8. SPWR down 8 with volume. FSLR down 5. FTEK down 2, new low.

OPEC FORECAST DROPPED DEMAND FOR ITS OIL to 28.8Mb/d for '15. Down 100K from December forecast. Also predicts slower US production growth .... EIA sees US crude production peaking at 9.47Mb/d in May, then 330K drop by Sept, then resumed growth .... US crude production up 60Kb/d last week to 9.19M .... N Dakota sweet crude now selling for under $30/bl .... Real social cost of carbon $220/ton: report .... $37B of green bonds issued in '14. Tripled from '13. Late flurry of green muni bonds. $53B total outstanding now .... Pricing carbon would spur bioenergy industry, slash emissions: MIT study .... China says they met water, air pollution reduction goals for '14 .... Judge ruled dairy manure poses "imminent, substantial" health threat .... Musk building 5-mile hyperloop test track .... Homes with rooftop solar sell at premium: study .... US now employs more solar installers than coal miners. US solar jobs up 22% in '14 to 174K, 86% more than '10. May add 36K in '15 .... Alstom getting 220M Euros to supply, maintain 950Mw combined-cycle NG power plant in Turkey. Online in '17 .... Yingli finished 10Mw solar plant in China .... Mytrah (UK) to invest $150M to build 2 onshore wind farms in India. Plans to add 1.5Gw wind in India by '16 .... Voltalia (France) started up 30Mw wind farm in Brazil. Another 10.3Mw wind online this month and Feb. Started raising $35M for further development .... Debt finance readily available for Europe offshore wind assets, but bonds won't work: Santander .... Chipotle dropped pork buys after finding livestock violations .... Honda unveiled hydrogen-powered vehicle .... Japan consumers won't drink sake from Fukushima.

THURSDAY OPEN .... Market flat, mixed. Volume normal. WTI, Brent over $48 .... Swiss national bank unpegged Euro/Franc .... Gold up .... India interest rate cut .... German GDP growth best since '11 .... Ruble still plummeting .... OPEC reduced demand forecast, sees slower US supply .... (stock #s in %) SSOL up 34. XDSL up 20. WWPW up 14. VSPC up 11 .... LEXG down 20, new low with volume. CHGT down 16. ALTI down 12. MKTY down 11.

WEDNESDAY CLOSE .... Market down 186/22/11. WTI, Brent over $48. US natgas up to $3.13 .... (stock #s in %) MGLT up 100. BOPO up 82. PTOS up 26 with volume. DSTI up 18. LSCG up 16. HYSR up 14. CABN up 13 with volume. ZNNMF up 10 .... WWPW down 42 with volume. CERE down 17 after reporting. CHGT, FROT down 15 with volume. BLQN, PSON down 14. ERII down 12 with volume. ASTI down 11, new low. LIME down 11. MKTY, VSPC down 10. FCEL down 7, new low with volume. CREE down 5. ELON down 4, new low.

UAE, KUWAIT, IRAQ LOWERED OIL PRICES BELOW SAUDS' FOR ASIA .... "Oil price drop won't affect OPEC: UAE minister. "Up to shale producers, not OPEC, to cut production." .... EIA forecasting US oil production to increase up to 9.3Mb/d this year, 9.5M in '16 .... World's peatlands vulnerable to fires from global warming, climate change: study .... Ag livestock industry will have to undergo systemic changes to cope with food security, sustainability problems with global warming climate change: NAS report .... White House announced plan to slash oil/gas industry methane emissions .... GM intro'd Chev Bolt. Cheaper EV .... Thunderstorms rain down ozone: study .... Doctors seeing impacts of climate change in patients .... World's 2nd largest carbon trading market started in S Korea .... Sun Edison (SUNE) to build 5Gw of wind, solar in India .... Closure of 4 US refineries Monday. 3 with fires, 1 with weather too cold .... Shell plans 5-10% job cut on Alberta oil sands project .... Solar CIty (SCTY) $200M funding with Credit Suisse .... Musk: no Tesla (TSLA) profit until '20. (Ouch for present investors, A? Thanks, Elon, for letting us all know now.) .... $386M contract for consortium owned by Mexico to build 240Mw hydropower plant in Mexico. 42 month buildout .... Eni signed on for 2 new exploration blocks offshore Egypt .... Canada Natural Resources cutting '15 capex to $5.25B from $7.28B. Plans to increase '15 production ~7% over '14. Down from 11% to 592Kb/d. Will also hold off spending $400M for new oil sands project .... China General Nuclear Power's European unit taking $157M 80% stake in 72Mw UK wind - 3 projects .... Just Energy (Canada) deal with Clean Power Finance (US) to sell US residential solar. JE has 1.6M residential energy customers .... Vestas order for 150Mw of 2Mw wind turbines from US EDF unit. 3Q16 deliveries. New master deal for for another 1Gw in future .... 2nd unit of China nuke power plant expansion project went online. So far 9 units for 6.55Gw .... Ecolab deal with Sun Edison (SUNE) to buy enough solar power to offset all power used by Ecolab Minnesota biz ops .... Drillers say Obama plan to plug methane leaks imperils oil boom .... Impax (UK) to invest last of $387M fund in Irish, Finnish wind power.

WEDNESDAY OPEN .... Market down 184/30/18. Volume slightly heavy. WTI, Brent over $46. US retail sales down sharply. World Bank cut global growth outlook to 3%, US 3.2%. US to expand sanctions on N Korea finances. Ebola vaccines trials to start in Africa .... (stock #s in %) AMLM up 34. UBRG up 25. XDSL up 20. LEXG up 10 with volume. DSTI up 9 .... PSPW down 46. WWPW down 42 with volume. PSON down 23. FROT down 15. ERII, NTCXF down 12. CERE down 11 with volume after reporting. GPRC down 11. FCEL down 10, new low. TSLA down 5 with news. ELON, HSOL down 2, new lows.

TUESDAY CLOSE .... Market down 27/3/5. Big swings. Volume heavy. WTI over $46, Brent over $46. US natgas up to $2.93. UAE: OPEC will no longer shore up oil prices. Rouhani: countries behind oil price drop will suffer .... (stock #s in %) NORX up 366. POLR up 50. LEOM up 36. PSON up 29. CRCL up 25 with volume. XSNX up 20 with volume, news after reporting. MKTY up 19. LEXG up 17. BFRE up 12. SOPW up 11. VSLR, NGLPF up 10 .... AMLM down 43. SSOL down 26. CNTO down 20 with volume. SENY down 17 with volume. GSFVF down 16. CABN down 15, new low. BOPO down 15 on 100 shares. EWRL down 11. AXPW down 10, new low. CERE down 10 with volume after reporting. LEDS down 10 with volume. CHGT down 10 with volume. CSGH down 9, new low. CREG down 5, new low. ELON down 2, new low with volume.

SOCIAL COST OF CARBON WILL BE 6X OBAMA ADMIN'S ESTIMATE: RESEARCHERS .... US can triple clean/renewable power use by '30: UN agency .... Stanford professors calling for university's divestment of all fossil fuel equities .... NASA launched 5 climate research projects .... Broad support for GMO labeling in US: poll .... EU nations can ban GMO cultivation under new law .... DOT estimates driving will increase at less than half the rate of past 30 yrs in US .... Tanzania can't stop illegal logging from ravaging forests .... Health a more powerful motivator than money in energy efficiency push .... Cyber threat could lead to nuke plant closures in S Korea .... Iceland brewer making beer from whale testicles. (I know. Go figure.) .... Oregon OK'd low carbon fuel standard. Fuels will have to emit 10% less CO2 over next decade. Expected to prompt demand for biofuel blending .... New Mexico has maxed out its Renewable Energy Production Tax Credit .... Cree Lighting (CREE) got $500M credit line .... GDF Suez plans to double clean/renewable power capacity in Europe over next decade .... GDF Suez, Nareva started up 301Mw wind farm in Morocco. Cost ~450M Euro. 2.3Mw turbines .... LNG prices globally now avg under $10. Production up ~5M tons in '14 to ~245M tons/yr .... Coal workers strike in India over plans to end state's monopoly. Shut down ~1/2 of production .... Natgas production in Ohio Utica shale down 65% July '13 to June '14 .... Abengoa (ABGB) to build $1.55B 924Mw combined-cycle NG plant in Mexico .... FLS Energy started building 42Mw solar in N Carolina. 7 sites. 1st phase of 200Mw they'll build this year .... China comp to start building 350Mw coal power plant in Serbia. $608M loan from China ExIm Bank. Project cost ~$715M .... GE got $491M, 346Mw turbine order for 2 Brazil wind projects. GE turbine factory in Brazil reaching max capacity with these orders .... Mid-American Energy to complete 1.05Gw wind project in Iowa this year. Finished 3 of 5 wind farms in 4Q14 .... Boralex buying stake in 24Mw, $75-80M wind project in Quebec. Online early '16 .... Vattenfall to invest 1.06B Euro more in wind.

MONDAY CLOSE .... Market down 96/39/16. Volume normal. WTI under $46, Brent over $47. Ebola clue in 10M Zambian bats. Cuba freed 53 political prisoners. Goldman Sachs: $40 oil will curb shale investments. Saud prince: oil will never return to $100 .... (stock #s in %) AMLM up 81 on 1.1K shares. WWPW up 22 on 2K shares. ABGB up 18 with news. MMMW up 16. SSOL up 15. LEXG up 13. JUHL up 11. EWRL up 10 after reporting. CERE up 10 with volume. OPTT up 7 with volume .... BOPO down 33 on 2K shares. IFXY down 33. DPSM down 26. LSCG down 16, new low. MKTY down 16. XDSL down 16. BFRE down 14. HIIT down 13. UBRG, PEIX down 11. CSUN down 10, new low with volume. CABN down 7, new low with volume. ASTI down 6, new low. HSOL down 5, new low. BWEN down 4, new low.

IRAN, VENEZUELA WANT OPEC TO CUT PRODUCTION TO STABILIZE PRICES .... OPEC output up 20Kb/d in Dec .... Sun Edison (SUNE) to build $4B solar panel factory with up to 7.5Gw/yr capacity in India .... Volcanoes have recently slowed global warming: study .... Diesel exhaust, other pollutants help heat planet by making snow darker: study .... Pakistan coast line erosion uprooted village .... Brit Columbia barring LNG pipeline from rededicating to carry tar sands oil to west coast .... Installed fuel cell capacity to reach 665Mw by '20: Grand View Research. 23% CAGR next 6 yrs .... US farmland up avg 12%/yr last 10 yrs .... Australia pushing 9 coal projects .... Spanish comp got $82M loan from IADB for 65Mw Uruguay solar project .... Shaw hedge fund bought 300Mw Oklahoma wind project from Apex Clean Energy. 1.85Mw GE turbines .... Morocco awarded 2 concentrated solar projects to Saud, Spain comps. 200Mw, 150Mw. (Near $7/w.) .... Terna Energy (Greece) building $177M, 73Mw wind farm on Greek island with power line to mainland. Online by yearend .... Protection 1 unit raised over $250M for residential rooftop solar operations in US .... Turkey development bank got 20M Euro loan for clean/renewable power.

ASIAN STATE OIL COMPS FULL OF CASH, ON THE HUNT FOR BUYS .... Debt-laden exploration comps in Africa, Latin Am, N Am, S Am, Iraq .... India's oil comp predicting oil prices to stay present level for 10 months. $4B to hunt with .... Petro China $12B to hunt with .... Trading firms, Shell reserving oil tankers for up to a year to store oil .... Pemex wants up to 100Kb/d of US light crude for refining. Their oil production down again in '14, 10th year in row .... Europe NG prices fell 13% in '14. Now lowest since '10. Hurting Russia exports. Oil revs 45% of Russia budget, NG revs 14% .... Europe LNG imports expected to grow 18% in '15 .... 5% expansion of global LNG mart in '14 .... Kurds now hold ~80% of Kobani Syria .... Last weekend coalition air forces struck oil pipe, depots held by IS in Syria. IS also makes money from kidnappings, antiquities smuggling, commodities, extortions. (What a lovely bunch of evil to bomb. Tally ho.) .... Oil exports from Kirkuk to Turkey resumed last week. Kurds, IS still fighting over S Kirkuk .... Iraq exported record 91M bls in Dec. But $50 oil doesn't give them enough money to effectively fight IS .... Water poisoning in Mosul, still under IS control. Basic public services breaking down .... IS claims to have $2B/yr budget. Opened "development bank" in Mosul .... Female suicide bomber blew herself, others up inside Istanbul police station last week .... Rival islamist govt in Libya allied to IS. No airlines now flying to or out of Libya. (There's an opportunity for a pilot with a plane.) .... Wintershall (Germany) suspended onshore oil ops in Libya. Over $2B invested, 150 wells, at one time production over 100Kb/d .... Chevron new oil discovery deepwater Gulf of Mex after production start of another deepwater GOM site .... CNOOC NG discovery deepwater S China Sea. "Mid to large." .... Turkey launching 1st domestic seismic ship for Black Sea oil exploration in March. Ops start in 3Q. Black Sea drilling started with Turkey/Shell JV last week .... Conoco, Total, Eni, Statoil started new oil production in Norway N Sea. 3-yr rampup to 60Kboe/d by '17.

FRIDAY CLOSE .... Market down 170/32/17. WTI over $48, Brent ~$50. US natgas up to $2.95 .... (stock #s in %) LEXG up 36. WSGP up 32 after reporting. AQNM up 31 with volume. SWET up 23. XDSL, CHGT up 20. CERE up 20 with volume, news. SENY up 18 with volume. LYSDY up 16 with volume. BLDW, PSON, USRG up 12. SPIR, RNWEF up 11. NTCXF up 6. NENE up 4 with volume .... LEOM down 23. FNVRF down 20. SSOL down 16. JUHL down 10. ASTI down 8, new low. ACFN down 8. ELON down 5, new low.

GLOBAL CLEAN/RENEWABLES POWER INVESTMENT UP 16% IN '14. $310B. 1st growth since '11. Wind investment up 11% to $99.5B with over $19B in offshore wind. Solar up 25% to $150B. Biofuels down 7% to $5.1B. Distributed powergen up 34% to $73.5B. New public equity up 52% to $18.7B. China up 32% to $89.5B. US up 8% to $51.8B. Japan up 12% to $41.3B. Europe up 1% to $66B .... Globally, 82% of coal reserves, 49% of NG reserves, 33% of oil reserves must stay in the ground at least until ''50 to prevent more than 2*C temp rise .... New Mexico facing 5th straight year of drought .... Wyoming climate teaching ban faces removal by legislature .... Enviros suing for Gulf of Mexico fracking info .... UK power grid under hack attacks constantly .... Oil sands crude selling for $35. They produce 17% more GHGs than avg crude .... Sediment cores show Alberta river pollutants naturally occurring, not from oil sands .... At current prices, 1/3 of global oil production uneconomical .... US shale production expected to fall in 2H15 .... US oil rig count down 127 by week of Jan 2 from Oct peak .... US econ up almost 9% since '07. Demand for gasoline, diesel down over 10% in same period .... Europe's largest coal comp closing 4 mines .... $300M high-volt transmission line running 122 miles across Kansas to service new clean power sources opened last month. 4 yrs to build .... Japan plans to set aside ~$780M to help factories, small biz install energy efficiency devices. Also plans ~81B Yen for grid to accommodate more clean power, power storage at solar plants, substations .... Nautilus Solar (US) got $39M finance to build 8Mw distributed powergen in Ontario .... Solar Reserve adding 800Mw solar to Chile project pipeline .... Sol-Wind yieldco to IPO (NYSE: SLWD). Utilizes Master Limited Partnership structure. 184.6Mw of powergen capacity so far.

FRIDAY OPEN .... Market down 152/33/17. Volume normal. WTI over $48, Brent over $50. 252K new US jobs in December: DOL. US wage growth not enough to sustain expansion: Gross. UK manufacturing up. German industrial production down. Nebraska Supreme Court backs Keystone XL route .... (stock #s in %) MDDD up 26. LYSDY up 15. CERE up 15 with volume, news. GSFVF up 13 .... ALTI down 15. BFRE down 14. JUHL down 10. AIXG down 7, new low.

THURSDAY CLOSE .... Market up 323/85/36. WTI ~$49, Brent over $51. US natgas up to $2.93. Pentagon wants 20% cut in war budget to $51B .... (stock #s in %) CSOL up 74. CGYV up 42. QTWW up 24 with volume, news. GSFVF up 20. DPSM up 16. BBLU up 11 with news. WEST, JUHL up 11. RGSE, MKTY up 10. CBAK up 9. ALTI, CDXS up 8. SPWR up 7. SUNE up 5. FSLR, CSIQ, CREE up 4 .... BSRC down 20. CABN down 20, new low with volume. SWET down 16 with volume. LSCG down 14 with news. FNVRF down 10 with volume. BWEN down 10, new low with volume on news.

AT $50 OIL RUSSIA CAN'T PREVENT FURTHER COLLAPSE OF RUBLE .... Wave of writedowns, impairment charges, bankruptcies about to hit oil industry if prices don't go back up. Up to $1.6T of earnings could go up in smoke. (Though that means $1.6T of savings for companies, consumers.) .... Oil prices at $50 or lower pose serious threat to US employment .... Sauds raising oil prices for Asia 60 cents/bl, lowering them for Europe to $4.65 below Brent .... College professor says it would take 114 rigs in Bakken, 175 in Eagle Ford to keep production flat. Decline rate for Bakken wells 45%. 35% for Eagle Ford. Rig can drill up to 18 wells/yr. EIA says Bakken decline rate 54%, Eagle Ford 62%. Well takes avg 120 days to complete .... Bakken close to peaking. May be this year .... US exported 502K bls crude oil, condensates in Nov. Highest amount in records going back to 1920. 91% to Canada .... For states that don't file carbon-cutting plans for power plants, EPA will impose "model" rule .... Brazil president's pick for science minister rejects global warming climate change science .... Eurozone now in deflation .... World Bank advising developing countries to use oil price drop to cut fuel subsidies. (Some have already.) .... Fracking built up subterranean pressures that repeatedly caused slippage in an existing earthquake fault as close as half mile beneath Ohio wells .... RIN prices up 50% in past month in US as blenders buying them instead of ethanol .... N America cellulosic ethanol production capacity reached 800M gal/yr in '14, almost double capacity in '11 .... Corn futures under $4/bushel with slipping ethanol production .... 12 banks, including Africa Development Bank, EIB funding 310Mw wind project in Kenya. 365 Vestas turbines, transmission line, substation .... Idaho PUC approved First Wind solar projects. 5 20Mw farms. Online by '17 .... S Africa OK'd Solar Reserve (US), ACWA (Saudi Arabia) to build 100Mw solar thermal plant. $715M. Online in '18 .... Google, Prudential investing $157M in Utah 104Mw solar project. Online by yearend. $188M. Scatec Solar (Norway) building, to operate .... Sinar Mas aims for 1Gw biomass power in Indonesia .... India released guidelines for 3Gw solar auction .... SDG&E launched $435M clean power transmission line .... US needs "modernization" of crude reserve: Moniz .... Idaho fined DOE over stalled nuke waste cleanup.

THURSDAY OPEN .... Market up 256/67/27. Volume a little heavy. WTI over $48, Brent ~$51 .... CGYV up 42. SPIR up 23. XDSL up 20 with news. GSFVF up 18. GPRC up 16. NGLPF up 13. WEST up 11 .... EWRL down 19. CCTC down 18. LSCG down 12. BWEN down 11, new low with volume after lowered guidance. MDDD down 10. CABN down 7 with volume. CREG down 2, new low.

WEDNESDAY CLOSE .... Market up 212/57/23. WTI over $48, Brent over $50. US NG $2.91 .... CERPQ up 107 with volume. CABN up 69 with news, volume. CGYV up 60. EWRL up 23. LYSDY up 21. PSON up 20. LEOM up 18. LSCG up 15. MKTY up 12. OOIL up 11 with news. GSFVF up 11. EVSI, VSPC up 10. AMPD, CCGI, LMRMF up 9. SSOL up 8. NENE up 5 .... DSTI down 24. GPRC down 23. DPSM down 16. FROT down 14 with volume, latest pump and dump candidate on the dump side. ENPH down 11 with volume. UBRG down 11. ASTI down 8, new low. HYSR down 6 with volume. QTMM down 5 with news.

AMERICANS SAVED $14B ON FUEL SALES IN '14 v. '13. $75B savings possible this year .... US oil drilling rig count down 37 in week ended Dec 26 to 1,499: Baker Hughes .... US must drill ~6K new oil wells/yr (~$35B) to maintain current production: geoscientist. He sees US production peak in '17, '12 levels by '19 .... Venezuela in recession after 3Q GDP negative 2.3% .... Ample US natgas supply. Price spikes highly unlikely .... EPA to delay power plant emissions rules to midsummer .... Utilities terminated power deals for Cape Wind offshore project .... Global small, medium wind power (under 500Kw/turbine) installs est. to total over 3.2Gw '14-'23: Navigant .... 3.4M "green" jobs in US at end of '11: BLS .... Solar City (SCTY) $350M solar install fund with JP Morgan .... Toyota to share its fuel cell car patents with world .... Indonesia scrapping gasoline price subsidies tomorrow. But pump prices to be cut to ~$.61/liter. Will continue to subsidize diesel .... Shenzhen China 4th large China city to restrict car license plates .... Brazil ethanol exports up 44% in Dec v. Nov, down 47% in '14 v. '13 .... REG to supply B20 for 78 Ames Iowa buses .... Xcel Energy to more than double its clean power mix by '30. Est. 40% cut of carbon emissions from '05. To add 600Mw wind power by '20, 1.2Gw more by '30 to bring all wind to over 3.6Gw. 187Mw solar by '17, 2.2Gw more by '30. 2 nuke plants licensed through '30. A 3rd to gradually wind down .... Areva to supply Iberdrola with 70 5Mw turbines ($738M) for offshore Germany wind farm. Installs as early as '17. 1.4B Euro project .... German wind farm re-turbined. 8 Vestas turbines installed in '99 replaced with 8 Enercon 2.3Mw turbines. Old turbs to be relocated .... Yingli went beyond GHG emissions '15 targets by '14. Climate Savers program. Reduced emissions ~22%/Mw of solar module production; 12% cut from purchased goods, services; ~17% cut from upstream transportation .... Egypt comp to build 6 NG power units for $706M. 980Mw. Also can run on diesel. Online by August. Conversion later to combined cycle .... Connecticut water authority turned on 1Mw solar array. Will supply over 80% of power needed for water treatment plant. Solar City installed, financed, maintaining. Saves $1M over 20 yrs .... Hawaii PUC OK'd 24Mw wind project on Oahu. HECO to buy power at 15 cents/Kwh for 20 yrs. 10 turbines. Local, fed permits to go .... Shell $83M settlement for '08 Nigeria oil spills .... EnBW sold 50% of its stake in 288Mw wind project offshore Germany for $853M to Macquarie. Online 1H15 .... Trina Solar sold 13.2Mw project to Foresight.

WEDNESDAY OPEN .... Market up 141/30/12. Volume normal. WTI over $48, Brent over $51. 241K new jobs in December: ADP. German unemployment record low. Italy unemployment new high .... (stock #s in %) GPRC up 22. PSON up 20. LYSDY up 19. OOIL up 18 with news. BFRE, WWPW, UBRG up 11. CABN up 10 with news. GSFVF up 10 .... CCTC down 17. ASTI down 7, new low.

TUESDAY CLOSE. Market down 130/59/18. Volume probably normal. (I didn't check.) WTI ~$48, Brent ~$51. US natgas down to $2.87. (Can't last that low.) US Republicans reelected same leaders. Obama to help Mexico battle drug cartels. Another major oil discovery in deepwater Gulf of Mex .... (stock #s in %) BOPO up 50 on 1K shares. IFXY up 24. BBLU up 23 with news. AWSL up 20 on 79 shares?! SSOL up 18. XSNX up 16. BLDW up 12 with volume. PSON up 10. HYSR up 8 .... LEOM down 32 with volume. GSFVF down 22. AMLM down 15. LYSDY down 14. PEIX down 13 with volume. ALTI down 10. ASTI down 8, new low with news. HSOL down 5, new low with volume. ELON down 3, new low. FSLR down 2, new low with volume. CREG down 2, new low.

CHINA SCRAPPED RARE EARTH EXPORT CONTROLS AFTER LOSING WTO APPEAL .... California cap-and-trade program expanded to gasoline, diesel .... Gov Brown wants to cut gasoline use by cars, trucks by up to 50%. Also push clean/renewable power mandate to 50%. Also double energy efficiency in existing buildings. Also breaking ground tomorrow on $68B hi-speed rail line .... Dallas to Houston bullet train project proposed possible routes .... Commerce Dept found degree of illegal dumping of Chinese solar '12-'13 less than previous est. Penalties may be halved in spring .... Tropical forests appear to take in more CO2 as emissions rise: study .... Asset managers pushing for more climate risk data .... Researchers using climate models to improve cholera forecast .... Scientists linked small Ohio earthquakes to fracking .... Utilities lost bid to change solar contracts in N Carolina .... Tesla (TSLA) making 500K cars/yr by '20: Panasonic CEO .... Boston using ap for riders of biodiesel shuttles .... Deal for 150K tons of cassava from Cambodia for China ethanol .... China finished world's largest plant to use coalmine methane to power 30Mw generator. Uses nearly all of methane emissions. China coal mining emits over 10BCM methane/yr .... China Sunpower (CSUN) to supply 30Mw of panels for India project this month .... Canadian Solar (CSIQ) completed sale of 2 10Mw plants in Ontario to RET. 3rd 10Mw project online 1Q .... CSIQ also sold 10Mw Ontario farm to BluEarth (BBLU) for $56M. 3rd of 4 plants BBLU buying from CSIQ .... BBLU plans to buy $1B of operating assets by '17 .... Gujarat India planning 750Mw solar park .... Russian, German, Turkey consortium to build 200Mw/yr solar module factory in Russia .... Brazil development bank financing ~3/4 of $9.6M solar panel factory. 1Mw solar farm to power factory .... Vestas got 73Mw wind turbine order from Greece .... GDF Suez picked for PPA for 100Mw concentrated solar plant in S Africa .... Jinko Solar got $90M loan from China development bank .... NRG Yield bought 285Mw wind power assets from parent .... Ballard (BLDP) terminated Azure Hydrogen (China) licenses. Breach of contract, nonpay of $4.5M cited. (Remember American Superconductor (AMSC) and theft of tech?) .... BLM oil/gas leasing, permitting remained at historic lows in '14 .... US coal mining deaths at all-time low .... US customers buying bigger cars since oil fall .... Pakistan eliminated solar taxes.

TUESDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$49, Brent over $52. US factory orders down .7% in Nov. Ukraine bonds signalling risk of default. China fast-tracking $1T projects stimulus. J&J injected 1st volunteer for ebola vaccine. Turkey airline halting flights to Libya .... (stock #s in %) MDDD up 17. ABGB up 15 with news. BBLU up 15 with news. LYSDY up 11. XDSL up 9 .... LEOM down 26 with volume. AMLM down 19. LMRMF down 10. AIXG down 4, new low. HSOL down 3, new low.

ROUHANI CONSIDERING IRAN VOTE ON NUCLEAR DEAL .... Kurds now control ~80% of Kobani in Syria .... Beijing reported cleaner air in '14. (Yay for residents. "Yay". Long way to go to health.) .... GHG emissions from world's top comps rising .... Oklahoma had 564 earthquakes of 3 or higher Richter in '14. 100 in '13. Links to fracking .... California finalized fracking regs .... Smaller Saud oil discounts for Asia. Demand strengthening .... After $150M payment, Russia guaranteed Ukraine NG supplies for at least 1Q. Contract in place for supply until '19 .... Eni started oil production offshore Congo ....Vermont Yankee nuke plant started shutdown. All fuel will be out of reactor later this month. Cooled by 1H16. 605Mw reactor. Online in '72 .... Pope to address global warming climate change in encyclical .... World airline emissions didn't improve '12-'13: report .... TVA adding scrubbers to keep 2 coal power units in service .... Iraq oil exports up to 2.94Mb/d in December .... Russia oil production up to 10.66Mb/d in December. Exports down 5% with increased domestic demand. Exports to China up 43% on year to 452Kb/d .... Jordan halted talks on $15B deal for Israel NG .... Florida court sided with Duke to let them collect fees for nuke plant never built .... Fukushima rice passed radiation tests .... Scotland power to be 100% clean/renewable by '30: report .... China approved 300Mw offshore wind .... Clean Energy (CLNE) sold stake in biomethane plant. $40.6M .... $90M Oahu north shore wind project OK'd.

MONDAY OPEN .... Market down 232/43/25. Volume normal. WTI down under $51, Brent under $54. Euro weakest since '06 on ECB, Greece. China stock rally, best year start since '93 .... (stock #s in %) BLQN up 100 on 100 shares. GSFVF up 26. CLNT up 14 with volume, news. XSNX up 13. LMRMF up 9 with news. QTMM up 8 .... CHGT down 22. XDSL down 16. LSCG down 14, back to bottom. RNWEF down 12. BFRE, CCTC down 10. ELON down 3, new low. CREG down 2, new low.

FRIDAY CLOSE .... Market flat, mixed. Holiday volume. WTI over $52, Brent over $56. US natgas up to $3.07. US factories expanding at more sustainable pace. Euro tumble on ECB stimulus hint. Hungarians protesting move to Russia. 29 US-led airstrikes v. ISIS on New Years Day. Iraq forces retook area in Anbar from ISIS. US sanctioning N Korea over Sony hack. ISIS hostage rescue turned back after heavy fire on US forces. Higher minimum wage in 20 US states .... (stock #s in %) CNTO up 124. BSRC up 66. GSFVF up 43. LSCG up 39. AMLM up 38. WWPW up 32. XDSL up 20. CABN up 17. CSUN up 16. QTWW up 15. RGSE up 13. LYSDY, SWET, UBRG up 11. ZNNMF, CDXS, AMSC, ABAT up 10. ALTI, GEVO up 9. QTMM up 9 with volume .... IFXY down 35. PSON down 24. JUHL down 22. GPRC down 19. SKYS down 13. CHGT down 11.

'14 HOTTEST YEAR ON GLOBAL RECORD .... US Jan temps forecast 7% warmer than last year .... 2/3 chance of success to hold global temp rise to 2*C if future carbon emissions held to 500B tons: IPCC .... China 29% of global emissions. US 16%. EU 11%. China ratified Kyoto in '02, went from 4B tons/yr to now 10B. Developing countries doubled emissions from early '90's, developed countries held steady .... World's cities account for ~70% of global CO2 emissions .... OPEC production est. down ~100Kb/d in Dec. Still 250K above their 30M target .... US natgas prices lowest since '01 at yearend .... NG inventory withdrawal 26BCF last week v. expected 30-34B .... Leaders in Iraq's Basra launched campaign for semi-autonomy like Kurds. Baghdad could end with no control over oil .... Bristol (UK) launching B25 in 100 city fleet cars .... Floods cut Malaysia palm oil biodiesel production up to 20% in Dec. Disruptions expected in Jan .... Baker Commodities to build 20M gal/yr biodiesel plant in Cal ....US now allowing export of more lightly processed condensates .... Santander, Gamesa planning 242Mw wind power project in Mexico. Developing up to 500Mw wind in Mexico next 3 yrs .... Happy New Year, pards.

FRIDAY OPEN .... Market flat, mixed. WTI under $53, Brent around $57. US to release 5 from Gitmo to Kazakhstan. Italy president resigning. Lithuania adopted Euro .... (stock #s in %) AMLM up 61 on 250 shares. BLDW up 39 on 1K shares. LSCG up 20. MMMW up 16 with news. LYSDY up 15. SSOL up 14. QTMM, SPIR up 13. AXPW up 11. GSFVF up 10. HYSR, RGSE up 9. NTCXF up 5 .... CHGT down 17. PSON down 14. CCTC down 12.