Monday, January 19, 2015

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.

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