Friday, January 9, 2015

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.

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