Saturday, February 28, 2015

PARTS OF NY STATE LOOKING AT SECEDING TO JOIN PA SO THEY CAN FRACK .... Russia/Iran negotiations of oil for goods stopped by oil price. No buyers .... World oil demand up 2.2Mb/d in Dec over '13 .... Kenya to start $25B infrastructure project to become E Africa's energy hub. Port, rail, roads, pipe. Kenya could start exporting oil as soon as next year. Serving Sudan, Ethiopia .... N Dakota oil rigs in operation down to 121 from 190 .... Rosneft plans to postpone exploration of 12 Arctic licences. (Sanctions.) .... Norway oil exports down 18% in Jan v. Jan '14 .... Moody's dropped Petrobras to junk. World's most indebted oil comp. Market cap down from $310B in '09 to $45B .... Russia-led consortium to build/op 30Kb/d $2.5B refinery in Uganda. Outbid S Korea. Possible arms deals included .... Repsol buying Talisman for $8.3B, assuming $4.7B debt.

FRIDAY CLOSE .... Market down 81/24/6. Volume normal. WTI over $49, Brent over $62. US natgas up to $2.71. Another China rate cut. Russia complaining to Lithuania over arms to Ukraine. Kurds took back ISIL stronghold in Syria with help from airstrikes .... (stock #s in %) BLDW up 56. WSGP up 42. ASPW up 30 with volume. CLNE up 19 with volume after reporting. FNVRF up 19. DPSM up 16. AMLM up 13. CCTC up 11. BSRC, LEOM up 10. XSNX up 6. AXPW up 3 after new low with volume .... MGLT down 32. ENOC down 26 with volume after reporting. XDSL down 16. NENE down 13. BFRE down 10. RGSE down 9.

Friday, February 27, 2015

PACIFIC OCEAN WAS PLANETARY AIR CONDITIONER LAST 20 YEARS. But that may end soon: study .... Most Americans see combating global warming climate change a moral duty: poll .... 130B tons Antarctic ice/yr melting into oceans .... Global warming climate change to expand Australia deserts: study .... World's largest PR firm walking away from oil/gas industry .... US banking system has $14.4T total assets. 6 largest banks have 2/3 .... New Jersey, Exxon $250M settlement in refinery pollution case. State sued for $8.9B .... Low-emission vehicle owners getting $67M help from Brit govt .... Cal Energy Commission to spend $20M to build ~50 new hydrogen fueling stations. (Hydrogen system way too inefficient. Don't buy the cars. Buy EVs with clean power charging.) .... Nordex to install 27Mw wind in France. Online early '16 .... BHE (formerly MidAmerican Renewables) finished 550Mw PV solar farm in Cal. First Solar panels. Started Nov '11. 8.4M modules on 4,700 acres (over 7 square miles by my math) .... NRG Yield to spend $41M to buy 1.4Mw Fuel Cell Energy (FCEL) project, majority stakes in 2 Invenergy wind farms (total 63Mw of farms) .... Vattenfall to build 400Mw wind off Denmark. Needs EU, Denmark parliament OKs .... Hanergy Thin Film got $660M PV equipment deal, selling 1.5M new shares .... Sun Ed (SUNE) donating $5M to train low-income workers for solar jobs .... USDA $8.7M for biofuels research .... Officials found hundreds of unpermitted oil/gas wastewater pits in Cal .... Dealers struggling to sell used EVs, hybrids .... Turbochargers help carmakers meet fuel econ standards .... Jordan, Israel deal on Red Sea to Dead Sea pipeline, desalination plant .... Onward and upward, pards. Spring/fall coming, depending on hemisphere.

FRIDAY OPEN .... Market down 24/7/flat. Volume normal. WTI over $49, Brent over $61. US 4Q GDP up 2.2%. Chicago manufacturing index down .... (stock #s in %) CLNE up 14 with volume after reporting. WSGP up 14. BSRC, FNVRF up 10 .... ENOC down 20 with volume, downgrade after reporting. AXPW flat, new low with volume.

Thursday, February 26, 2015

THURSDAY CLOSE .... Market flat/mixed. Oil the same as morn. US natgas down 20 cents. isil destroyed 2nd largest Iraq museum. FCC going with net neutrality. ( I would like a fair access meself.) .... (stock #s in %) BFRE up 34. PSON up 22. AMRS up 17 with volume. GPRC, SSOL up 13 .... BLDW down 33, new low. AMLM down 2. CGYV down 16. FNVRF down 15. AXPW down 14, new low with volume. CHGT down 13. BLDP down 13 with volume after reporting. AETI down 9, QTMM down 7.

SOLAR CITY, GOOGLE FUND TO FINANCE $750M US RESIDENTIAL SOLAR .... New field experiments confirm climate models' findings of atmos greenhouse effect .... Top US drillers to sit on wells until prices go back up .... Expect a burst of global warming in coming years: scientists .... US refinery strike spread to 15 plants .... Saud petrol minister: oil markets now calm, demand growing .... Rockefeller Fund divesting fossil fuels .... No climate deal if no climate fund: Hollande .... DOE's Sun Shot to cut solar install costs "ahead of schedule" .... Last union coal miners in KY laid off .... Japan nuke shutdown drove energy efficiency gains .... About 60M metric tons food/yr wasted in US. Cutting it could make significant dent in global emissions: study .... Protests against pilot shale gas project in Algeria has turned into national no fracking movement .... Calif's 1st cap-and-trade auction with motor fuels included sold out .... Western regulators, utilities call for more time to implement EPA clean power plan .... Ohio PUC rejected AEP's coal plant proposal .... N Dakota $1.1B bill to fund oil patch infrastructure .... Leasing option now available for solar plus flow batt storage systems. VIZn Energy with LFC Capital. 5-7 year leases for 80-100Kwh storage. Purchase option after lease. Cost up to $540/Kwh .... US crude stocks up 8.4M bls last week to 434M. No increase in US crude production lower 48 .... US telling Canada its climate goal may affect Keystone XL decision. White House denies .... Europe overtaking Asia as LNG's hottest market .... Eni 2 agreements with Congo for oil/gas development .... Argentina shale development next hot area .... Suzlon finished 350Mw of wind development in Brazil .... Gamesa resuming dividends. Profit more than doubled in '14. Sold 2.6Gw. Est. 2.8-3.1 in '15 .... Marubeni to build 37Mw wood biomass plant in Japan. Online in '17 .... Only 71.5Mw solar awarded in CfD UK auction .... REC, SunRun expanding solar supply deal to 100Mw .... DOE, DOD considering new uses for Yucca Mountain .... Microbes cheaply clean fracking wastewater, create energy: study .... Wind turbines on top of Eiffel Tower .... DOE lacks data on radioactive sites: GAO .... Ford "ride share" ap .... Lower ozone standard would cost $140B/yr: NAM.

THURSDAY OPEN .... Dow up 13, Naz up 13, SP down 2. Volume normal. WTI over $49, Brent over $61. US durable goods orders up. German unemployment down .... (stock #s in %) BFRE up 19. SSOL up 14. AMRS, EFOI, PTOS up 12. CABN, LSCG up 10. NENE up another 3 .... AMLM down 26. FNVRF down 14. AXPW down 12, new low with volume. BLDP down 11 after reporting. XSNX down 9. ENZR down 2, new low.

WEDNESDAY CLOSE .... Market flat .... (stock #s in %) CGYV up 49 with volume. CREG up 23 with volume. AMRS up 22 with volume. NENE up 17 with volume, news. WEST up 17. CSUN up 13. LYSDY up 12. LEOM up 10. AXPW up 9 with volume. FSLR, AWSL up 7 with volume .... CSGH down 49. BFRE down 41. WSGP down 23. EWRL down 18. ASPW down 16. PRHL down 11. PSON down 10.

Wednesday, February 25, 2015

GAZPROM THREATENING TO CUT ALL NATGAS SUPPLY TO UKRAINE AS EARLY AS TOMORROW. Could result in suspension of supplies to Europe. "Ukraine hasn't made new prepayment." .... Russian paratroopers drilling on Estonia, Latvia borders .... Goldman seeks to raise funds to buy energy sector debt. (Troubled drillers, frackers) .... Green bonds reached $36.6B in '14, more than triple '13's $11B .... Global PV solar shipments up 15% in '14 to 39.1Gw .... Brazil developers applied for 19Gw for July power auction. 11.5Gw wind. 6.6Gw natgas .... Study linked air pollution to higher suicide risks .... EPA effort to curb air pollution across state lines back in fed court .... Another bad year predicted for west nile virus with Calif drought .... Key ingredient in Japanese food threatened by global warming climate change .... Biofuel mandates threaten food security: report .... Exelon seeks low-carbon standard to aid its Illinois reactors. 3 of 6 nuke power plants struggling to remain profitable .... NRG entering NC home solar market .... Shell scrapped plans for Alberta oil sands mine .... Pakistan $51M to expedite completion of 1.4Gw hydropower plant 7 months .... Duke to pay $102M in penalties, damages to settle Clean Water Act violation from coal ash spill into Dan R. in NC last year .... Lightsource committing 125M Pounds to 120Mw rooftop solar this year in UK. Set to break 1Gw milestone by 2Q .... Senvion contract for 111Mw for wind project offshore Germany. 6.2Mw turbines. Online late '16 .... Siemens contract for 360Mw wind in S Africa. 3 projects. Construction start August .... Actis launching $1.9B pan-Africa clean power platform. 700-900Mw wind, solar. Project completions by '18. Core in S Africa. Equity, debt funding over 3 yrs .... Scotland $22M to Wave Energy to accel tech development .... Sun Ed (SUNE) expects to double installs from '14. Intends to complete 2.1-2.3Gw wind, solar this year. Est. 2.8-3.8Gw in '16, 3.8-4Gw in '17 .... Lloyds to buy landfill gas power from Infinis. ~114Gwh/yr for 10 yrs. Enough to power 1,700 branches .... Global marine power industry to hit 76B Pounds/yr by '50: UK advisory board .... India approved 15Gw grid-connected solar projects .... Alpiq bought Helion Solar .... Ormat operating income up 48% in '14 .... REC Solar EBITDA up 11.3% 4Q14 .... Global Ecopower to buy Nova Power, solar project pipeline .... World Bank $600M green bond. Near $8B issued since '08 .... Kochs agreed to move Chicago petcoke piles. (To where?) .... Radiation leaks into ocean from Fukushima.

WEDNESDAY OPEN .... Market flat. WTI over $49, Brent over $59. Obama vetoed Keystone XL pipe .... (stock #s in %) NENE up 19 with volume, news. DPSM up 16 with volume. ABAT bounce up 16. SSOL up 14. AMRS up 10 after reporting. OOIL up 10 with news. FSLR up 6 with volume, upgrade after reporting .... BFRE down 28. EWRL, JUHL, PRHL down 10. LYSDY down 9.

Tuesday, February 24, 2015

BILL GATES FOR PRESIDENT PLEASE

GATES, PANEL URGING US TO PLEASE INCREASE ENERGY R&D. LAST PLEA 5 YEARS AGO. US energy R&D now $5B /yr. Leaders want it at $15B. (Bill Gates for President is my other blog. Whom for vice president? George Clooney?) .... Russian billionaire took $15M stake in new US fracking tech .... MSFT experimenting with taking data centers off grid. (Bill Gates for President of the USA! Please. Grassroot folks, families and neighbors. Bill Gates by acclimation. Please. Fink for VP?) .... EPA stiffening rules on vehicle fuel ratings .... Europe betting on combined heat/power plants. Quick ramp up/down for wind/solar .... Hay fever seasons getting longer, worse with global warming climate change .... Cheap/faulty panels undermined solar subsidies in Australia: industry experts .... MSFT experimenting with taking power-sucking data centers off grid .... Influx of "marginally improved" oil rail cars threatens rule: Fed watchdog. (Ruff. WV debacle was with new oil tankers.) .... Cheap, faulty solar panels undermined solar subsidy program in Australia: experts .... Looming defaults for 19 oil/gas comps .... Japan considering 16% cut of solar FIT .... OIl industry blasting latest US rules for Arctic drilling. Also opposition from enviros. (Could Obama know middle ground?!) .... Cleangreen to build 12Mw biomass power plant in Philippines. Late '17 completion. 12Mw 2nd phase. Giant napier grass feedstock .... Greencoat raised dividend 1.6% .... Vestas got Dong contract for 330Mw/phase wind UK .... Lloyds buying Infinis UK landfill gas .... Brazil 19Gw power auction July .... Euro Energy Union won't go same way as Eurozone: expert .... World Bank $130M for Nepal solar .... Germany pilot solar tender for 150Mw .... EC investigating GE/Alstom deal .... New Maryland plan to curtail farm runoff into Chesapeake .... Great Lakes 84% froze over .... Pressure buildup probable cause of Cal refinery explosion. Maybe strikers would have seen that. Maybe strikers did it. I remember Teamsters' strikes in '60's and Dad warning us at dinner that we may be bombed. Pay the guys. FOr GODS sakes PAY the guys! Who knows what to do for real?) .... Megadam construction finance stopped in Cambodia .... Tanzania farm growth could increase risk of plague.

TUESDAY OPEN .... Dow up 66, Naz flat, SP up 3. Volume normal. WTI over $49, Brent ~$60. Libya's largest oil field shut down. Yellen: Fed to be flexible. EU backing Greece deal for now .... (stock #s in %) BLQN up 93. SWET up 20. SPWR up 16 with volume, news after reporting. MDDD up 15. FSLR up 14 with volume, news, upgrade. Reports after close. LSCG up 14. AWSL up 12. ACPW up 11 with volume after reporting. JUHL up 11. WSGP up 10. NTCXF up 8 .... RGSE down 31 with volume, new issue pricing. LYSDY down 17. AXPW down 12, new low with volume. BFRE down 11. GTATQ down 10. LTBR down 4, new low.

MONDAY CLOSE .... Dow down 23, Naz up 5, SP flat. WTI over $49, Brent ~$59. US natgas down to $2.93. FSLR, SPWR planning JV yield comp .... (stock #s in %) CSGH up 86. RGSE up 45 with volume. XDSL up 20. PTOS up 12. POWR up 10 with volume. CCTC, LYSDY up 10. CABN up 7 with volume .... BFRE down 34, new low with volume. AXPW down 30. ABAT down 23 with volume. SWET down 23. EVSI down 15 with volume. MDDD down 15. BLQN, NGLPF down 12. SPIR down 11. CERE down 11 with volume.

Monday, February 23, 2015

GLOBAL PUBLIC DEBT OVER $55T .... California drought eased slightly by winter storms .... India air pollution shortening half their population's lives est. 3.2 yrs .... Water taps starting to run dry in Sao Paulo .... Ocean acidification threatens econs of 15 US coastal states: report .... New oil/gas discoveries dropped to 20-yr low in '14 .... US oil rig count down 37 more to 1,019 .... Ukraine plans to build $1B strategic natgas reserve to reduce reliance on Russia .... US refineries strike now at 15 refineries, ~20% of US capacity .... Libya pipeline recently blown up reopened Sunday. Reports Libya still exporting ~250Kb/d .... China can export 20% more oil products this year over last with new refineries .... US Jan gasoline demand 800Kb/d higher yoy. Oil demand 1.2Mb/d higher .... 1st-ever global database of climate laws, policies .... Gazprom Neft made 1st-ever winter oil shipment from Arctic. To Europe .... Pakistan close to over $22B deal to import LNG .... Uganda $4B oil refinery deal with Russian comp. (Russian CEO subject to US sanctions.) .... Caracas mayor arrested. Accused of helping US plot to overthrow govt. (Is US doing that? Should US do that?) .... Canada tax breaks for LNG export projects. Also creating compensation fund for oil train derailments with new levy on crude shippers .... Rigs in Gulf of Mex to increase 30% this year .... EOG 40% spending cut this year. To drill 1/2 the wells it did in '14 (in US). Joins Apache to pump same in '15 as '14 .... 2nd Marathon 20% budget cut .... Chevron's dry holes 30% in '14, up from 18% in '13 .... Pearl R. Delta in China overtook Tokyo as world's largest urban area in size, population .... Exxon '14 reserves replacement 104% .... CPS Energy turned on 5.5Mw solar farm in San Antonio. Locally-built components. Dual-axis tracking. 100Mw project in construction in Uvalde online later this year .... Enel started building 8Mw wind project in Italy. Over 11M Euros .... Indian comp MOU to build 700Mw wind in Gujarat .... Gamesa supplying another 150Mw of wind turbines for 3 Brazil projects .... BlackRock buying 50% stakes in 3 EDF wind projects in TX. Almost 300Mw. Completion later this year .... ABGB Yield 94% increase in EBITDA in '14. $308M .... Senvion contract for 111Mw German offshore wind farm .... Alevo to deliver US' largest energy storage system in NC. 200Mw for CES with 2Mw batts. Lithium-ion-phosphate, graphite, inorganic electrolyte .... DOE $10M for advanced biofuels projects.

MONDAY OPEN .... Market down 52/10/5. Volume normal. WTI over $49, Brent ~$59 .... (stock #s in %) RGSE up 43 with volume. XDSL up 20. BLDP up 10 with news .... BFRE down 17. BLQN down 13. LTBR down 3, new low.

Thursday, February 19, 2015

EU ANTITRUST MOVE V. GAZPROM .... Some predictions US will run out of oil storage capacity in next few months, plunging prices further .... Natgas fields not leaking as much methane as once thought: study .... Wind 13% of powergen in UK Feb 18 .... Larsen, Toubro finance arm to back over $7B of clean/renewable power projects .... Uganda deal with consortium to build, run $2.5B oil refinery. Uganda reserves est. at 6.5B bls .... India initiated coal block auctions .... GM to help power Mexico facility with 34Mw of wind. GM to reach '20 goal with it .... Vestas order for 24Mw wind turbines for Poland project. Online 4Q .... Add-on 70Mw steam cycle for Jordan thermal power plant .... Cemex JV with PEGI to develop at least 1Gw of wind, solar in Mexico next 5 yrs .... Solar Edge (israel) filed for $125M IPO. Supplies SCTY, VSLR, others with inverters for PV systems. Ticker symbol to be SEDG. (Well, pards, if there are typos, please forgive. You know I take care to edit out mistakes. I have a screen that's all haywire and very difficult to read. May be my 10-year-old monitor. Or 10-year-old computer. Or my ISP. Or the internet. Or the combo. Usually it goes away. So I'm hoping. Or maybe will order new monitor first. So, anyway, thanks for being here and listening. Onward and upward. Happy trails.)

THURSDAY OPEN .... Dow down 8, Naz up 19, SP flat. WTI over $50, Brent over $58 .... (stock #s in %) LSCG up 30. ASTI up 29. PSPW up 25. RGSE up 23 with volume. AMPD up 16 with volume. BFRE up 15. MDDD up 14. GTATQ up 12 with news. CABN up 12. AXPW up 10. NENE up 5 .... AQNM down 22. WWPW down 11. SCTY down 6 with volume after reporting. XSNX down 4. QTMM down 3.

Wednesday, February 18, 2015

WEDNESDAY CLOSE .... Dow down 17, Naz up 7, SP flat. Volume a little light. WTI over $50, Brent over $59. US natgas up to $2.84. SUNE, SCTY reported after close .... (stock #s in %) XFUL up 33. RGSE up 25 with volume, news. (Maybe they're not toast.) ASPW up 20. LMRMF up 19. HYSR up 12. CERE up 11 with volume .... DSTI down 24. GPRC down 15. GEVO down 13 with volume. LSCG down 12. XSNX, EWRL down 11 with volume. JUHL, PSON down 10.

CITIBANK $100B FUNDING GOAL FOR GREEN PROJECTS .... Shell beginning to decommission, dismantle Brent installations. 3 of 4 platforms have ceased production. Will take decade, cost billions. Est. 15B Pounds next 10 yrs to decommish over 900 wells in Brit waters (~20% of total). Annual cost may exceed new investment by early '20's .... Some state utility regulators in US still not sure global warming climate change is 1, real and/or 2, human caused .... "Near frontier" energy projects worth $800M moving ahead: NY green bank chief .... Infectious disease epidemics to increase from global warming climate change: study .... US Navy robots in Arctic to monitor melting .... China planning mega-mergers to compete with energy giants .... Standard and Poors lowered Venezuela credit rating. Ven's GDP could drop up to 7% this year .... Explosion at Cal Exxon refinery. Equipment failures at 3 US refineries since strike began .... Deutsche expects solar costs to drop 20-30% more by '20 .... '15 may see global coral bleaching: NOAA .... NRC to do enviro review of Yucca because DOE won't .... 30% of Indonesia wood products come from illegally cleared forests: report .... New Zealand's global warming climate change policy a failure: former leader .... Court rejected Ohio city's attempt to block fracking .... Solar install surge in Idaho .... Geothermal power saving Kenya $24M/mo: KenGen .... China backing 1.5Gw hydropower project in Afghanistan on Pakistan border .... Shell, Chevron, BP, Conoco together replaced only 2/3 of oil/gas they extracted in '14 with new reserves. Those 4 plus Exxon had 3.25% avg production drop in '14. (Normal.) .... Current offshore drilling rig count 861. 87 to be added in '15 .... Somalia may start producing oil/gas by '20. Country stabilizing. Potential for "huge" deposits .... Canada oil production up 8% in '14 to 3.8Mb/d. Tar sands held steady at 1.7M avg .... Trans Canada asking US to OK 200-mile, $600M, 300Kb/d pipeline from Bakken to hook into planned pipe from tar sands to E Canada .... US oil rig count down 84 last week to 1,056. NG rig count down 14 to 300. Est. exploration, production spending down over $116B from '14 .... Analysis: S Central Oklahoma shale area profitable @ $41/bl .... National Oil Comp of Kenya wants $2B intl funding to develop their oil/gas production .... RGSE partnering up with Centrosolar America. 1-2Mw/mo installs in east US starting in 2Q .... Innovative Solar Systems to allow investors to become limited partners in large-scale US solar projects .... Carnegie Wave Energy connected its first project to Perth grid .... 23Mw solar project started in Japan. 2 comps. Online early '17. Also building 11Mw solar in Kumamoto .... GE got 60Mw Turk wind project .... Hanergy Thin Film to buy 1.7Gw of PV solar panels .... Kaiser Permanente to buy 110Mw solar from NRG Cal installation, 43Mw more from replacement turbines at Altamont wind farm. Also 70Mw of onsite solar with NRG .... Duke: NC coal ash spill could cost up to $100M .... Russians sold WV coal comp back to former owner .... More Cal cities looking at desalination. (Finally.) .... "Electro" fishing threatening Myanmar river dolphins.

WEDNESDAY OPEN .... Market down 39/1/4. Volume light on Fed wait. US factory production up less than forecast. Big traders giving US market topping signals .... (stock #s in %) CABN up 30. CERE up 19 with volume, news. OOIL up 15 with volume. AMPD, RGSE up 11. NTCXF up another 8. ENPH up 3 with volume after reporting .... CCTC down 24. XDSL down 20. EVSI down 16. EWRL down 15 with volume. SSOL down 11. JUHL down 10. AXPW, PANL down 5, new lows.

Tuesday, February 17, 2015

ACHIEVING EPA CLEAN POWER PLAN REQUIRES MORE TIME, MORE REGIONAL COOPERATION AND A PRICE ON CARBON: grid operators .... Wide disparity how state utility regulators responding to cyber security threats to utilities .... DOE joining with military on clean power training for vets .... Brit leaders pledging to reduce coal use, push for global climate deal .... Mainstream (Ireland), Actis JV to invest $1.9B in clean power across Africa. 700-900Mw wind, solar by '18. First focus on S Africa, Ghana, Egypt .... GEVO's isobutanol good for blends up to 16% in marine engines. (GEVO stock up last 2 days, way.) .... BFRE's Fulton project got backing from China ex-im bank, 3 Gorges .... New Indonesia laws coming for higher coal royalties .... Fed judge dismissed suit v. oil/gas comps over Louisiana coast erosion. Billions sought by flood protection authority. (What the hell, it's Mardi Grass. What dat?) .... Miller Coors installed 3.2Mw solar at Cal brewery .... Xcel Energy requesting lower power/gas bills in TX to pass on lower costs .... Wisconsin El & Power customers to get surcharge decrease .... Swiss comp to build 5Mw solar in Zimbabwe for $8M .... China, Russia looking to build world's largest coal power plant. 8Gw for $15B plus power lines. In Russia? .... UK OK'd 2.4Gw wind project offshore Britain. 4 comps .... $57M loaned for 19Mw solar project in Japan. Online March '16 .... Moscow list of 199 comps eligible for bailouts from econ collapse .... P&G, Constellation to build 50Mw biomass waste cogen plant in Georgia. $200M. P&G to get the steam, Constellation the powgen. Online June '17 .... Japan's domestic solar shipments up 10% in 4Q14 to 2.24Gw v. 4Q13. 66% Japanese comps' panels (not all made in Japan). 9 months to Dec31 6.5Gw .... UK Green Investment Bank, pension fund $92M for small, community-based clean power .... Infinis Energy set to deliver up to 150Mw onshore wind power by '17 in Britain .... PNE Wind looks to partner on 1.1Gw wind power in Scotland .... IKEA to invest 1.5B Euros in clean power this year .... Increased geothermal power lowering power bills in Kenya .... CSIQ bought 46Mw of UK solar (or projects) .... Phosphorous curbs insufficient to help Lake Erie: enviros .... Pioneer to sell off drilling rigs, trim '15 budget .... Berkshire cutting Exon stake .... Koch brothers, Sierra Club joining TSLA fight with car dealers .... Bill Gates for President. Bill Gates and whom? Um ....

TUESDAY CLOSE .... Market up 28/5/3. Volume normal. WTI ~$53, Brent over $62. US natgas down to $2.77. JP Morgan Chase tops US list of risky banks. ISIS burned 45 to death in Iraq: report. Ukraine: peace hopes "destroyed" .... (stock #s in %) WWPW up 30. AQNM up 26. CABN up 25. GEVO up another 22 with volume, back to 50-day lines. LSCG up 22. CCTC up 21. BYDDF up 17. KNDI up 13 with volume, news. PALAF up 13. JUHL up 12. OOIL up 8 with news. XSNX up 6 with volume after reporting .... BLQN down 50. CGYV down 37. RGSE down 34, new low with volume. (They may not make it.) WSGP down 25. LMRMF down 14. PRHL down 12, new low. AETI down 10 with volume. AXPW down 10, new low with volume. LTBR down 9, new low. ENPH down 8 after reporting. QTMM down 2 with volume, news.

BAKKEN OIL TRAIN DERAILED IN ONTARIO SATURDAY NIGHT. 7 CARS CAUGHT FIRE. (Maybe that West Virginia oil train shouldn't have been moving during that snow storm Monday?) .... US crude inventory up 4.9M bls last week. 74Kb/d production increase in lower 48 .... N Dakota active rig count down to 137, lowest since July '10. Belief 130 will stabilize production. Backlog of 750 drilled wells awaiting fracking. Drillers got avg. $31/bl at wellhead in Jan .... Goldman still forecasts US shale oil production to be up 615Kb/d from end of '14 by yearend .... Yemen was producing 150Kb/d until shut down with Shiite takeover .... Boko Haram holds 14 towns in N Nigeria. May spread to oil facilities in S Nigeria, Chad .... Radical groups making trouble in Algeria .... Growing water shortage across Mideast, Pakistan .... Baghdad hasn't paid its obligations to Kurds since Nov. Parliament blamed .... Hezbollah in Syria moving closer to Golan Heights .... Attacks on oil facilities on rise in Libya. Oil pipe to export terminal blown up. Attacks on oil fields. 25K guards not enough. 200Kb/d still coming from offshore wells, terminal close to Egypt border.

TUESDAY OPEN .... Dow down 43, Naz up 1, SP down 2. Volume normal. WTI ~$51, Brent over $60. Bank of Indonesia interest rate cut. UK inflation down to record low .... (stock #s in %) LSCG up 56. AQNM, WWPW up 31. BYDDF, CABN up 18. GEVO up 17 with volume. KNDI up 14 with volume, news. JUHL, RNWEF up 12. PALAF up 10. NTCXF up 9 with news. ASTI up 8 with volume .... RGSE down 27, new low with volume, news. WSGP down 25. AMLM down 20. LTBR down 12, new low.

Monday, February 16, 2015

IMF $17.5B CREDIT TO UKRAINE. GAZPROM WANTS $2.4B OF IT .... New EU sanctions on Russia .... Egypt bombing ISIS targets in Libya .... Nigeria wants US help to fight Boko Haram .... Bahrain deploying warplanes to Jordan for ISIS war .... Japan back out of recession, but growth slower than forecast .... WTI over $53, Brent over $61. US natgas up to $2.87 .... Global warming climate change hampering world food production: scientists. (So is food or cropland for fuels.) .... India state bank to provide $12B for new clean/renewable power development .... India's Yes Bank to launch 1st green infrastructure bond issue .... N Dakota drillers boosted Dec oil production to 1.2Mb/d .... Apache plans to cut its drilling fleet 70%. Revised its est. production growth down to zero .... Tullow slashed exploration budget 80% to $200M. Suspended dividend .... Total to cut jobs, freeze hiring, sell $5B of assets, cut spending to $1.2B, cut investment to $23-24B, spend 30% less on exploration this year. The cash infusion will let them breakeven at $70 oil (includes some profit) .... China bank to finance majority of $2B for 1Gw coal power plant project in Kenya .... Belgium provided near $15B '03-'13 to fund exports of coal power, coal mining tech: Reuters .... Balfour sold 80% of its stake in Brit offshore wind power transmission project for 40M Pounds .... Bluefield Solar Income Fund buying 48Mw of solar farms in England for $83.2M .... THDC India to develop 250Mw of solar .... Mytrah Energy to develop 220Mw wind in Andhra Pradesh .... 4Q14 solar PV module revenues of 20 leading global suppliers up to 3-yr high $5.9B .... India nuke power pact with Sri Lanka.

Friday, February 13, 2015

BREATHING AT RED LIGHTS IS HAZARDOUS FOR DRIVERS' HEALTH: STUDY. (Air pollution.) .... Air pollution must be halved to improve environment: China official .... Release of CO2 in oceans ended last ice age: study .... Warmer ocean boosting predatory starfish in Great Barrier Reef .... Pilot whale beachings in New Zealand .... Mississippi Power ordered to pay customers for cost overruns at coal power/CO2 capture/storage project. $250M of overrun so far. $6.2B project for 582Mw .... TVA deal to get power from new Alabama solar farm .... Fracking in national parks OK'd in UK .... Global oil drilling layoffs passed 100K .... Reliance Power to build 6Gw of solar in Rajastan India over next 10 yrs .... Enel putting final touches on yieldco to hold its US clean power assets .... Japan has more EV charging stations than gas stations .... Global oil demand will remain sluggy from fuel switching, more fuel-efficient cars, reduced oil subsidies, structural changes in global econ: IEA .... Brazil officials announced potential water rationing plan. 5 days without, 2 days with .... In '13, US shale got ~20% of global oil investment, only supplied 4% of global production. (And it's been getting worse.) .... Giant Netherlands natgas field production cut 16.5% over concerns of earth tremors. (Further raising prices in England, Europe.) .... FERC OK'd 19 US hydropower projects in '14. Total 1.9Gw .... Pattern Development got PPA for 147Mw Quebec wind project .... NASA pics show land forming in 2 Louisiana deltas. (Maybe Army Corps of Engineers did some good?) .... Study: Gulf of Mex dolphin deaths linked to BP spill .... 8.8M metric tons of plastic trashing oceans .... Coal giant challenge to power plant rule has "no legal basis": EPA.

FRIDAY OPEN .... Market up 47/6/3. Volume normal. WTI ~$53, Brent ~$57. Euro-area econ growth accelerating. Iraq army repelled ISIS attack on base hosting US marines .... (stock #s in %) GEVO up 17 with volume, news. AMLM, AMRS up 15. LYSDY up 14. LEOM up 11. XSNX up 6 .... WSGP down 20. BLDP down 10 with volume. RGSE down 8. LTBR down 3, new low.

Thursday, February 12, 2015

THURSDAY CLOSE .... Market up 110/56/20. WTI over $51, Brent ~$57. US natgas down to $2.69. Carter new DOD chief .... (stock #s in %) PRHL up 40. GEVO up 23 with volume, news. PSON up 22. CSUN up 18 with volume. GTATQ up 17. RGSE up 11 with volume. RNWEF up 11. AETI up 10 .... MDDD down 15. OESX down 11 with volume. LYSDY down 11. LEOM down 10.

US OIL PRODUCTION UP 49KB/D LAST WEEK TO 9.2MB/D .... Goldman concludes by 4Q, US shale oil production will have grown by another 615Kb/d over Dec '14 .... Rosneft CEO slammed OPEC for not cutting production, says Russia can't join OPEC because they have shareholder companies .... Oil firms should abandon "low profile" in fighting global warming: Shell chief .... World ag emissions surged above those from deforestation for 1st time: UN report .... Dead zones creeping into Chesapeake Bay shallow water: study .... Toxic orange chem cloud blanketed 5 towns in Spain .... Indonesia authorities sank ship carrying shark fins, endangered turtles .... Mexico oil reforms on fritz from price collapse .... India OK'd $1.8B sale of 1.39Gw of hydropower .... Worldwide energy storage industry to grow from $675M in '14 to $15.6B in '24: Navigant .... Tesla (TSLA) 6 months away from making battery packs for home power storage .... VW of America to invest $10M in EV charging infra this year .... Vestas got 106Mw wind turbine order from comp in Brazil. Farm online in '16 .... Sumitomo Bank, 2 others to invest up to $42M in Sparx solar power fund .... Coronal bought Helio Sage Energy, added 300Mw of solar projects to portfolio .... Indonesia to invest $55M in new clean/renewable power .... Hareon Solar selling 100Mw solar project for CNY3B .... US utilities sold $400B of el in '12 .... Google campus on track to use 100% clean power.

THURSDAY OPEN .... Market up 61/30/10. Volume a little heavy. WTI over $50, Brent over $56. Congress passed Keystone XL bill. Ukraine ceasefire deal .... (stock #s in %) RGSE up 24 with volume. CERE, RNWEF up 11. CCTC up 10. BLDP up 9 more with volume .... OESX down 12. LYSDY down 11. XSNX down 8. TSLA down 6 after reporting.

Wednesday, February 11, 2015

WEDNESDAY CLOSE .... DOW down 6, Naz up 13. S+P flat. WTI over $49, Brent over $55. US natgas up to $2.77. Yemen rebs seized US embassy vehicles, Marine arms at airport .... Greece, EU reached "agreement in principal" .... OPEC producers cut prices for Asia to keep market share .... (stock prices in %) BLDP up 60 with volume, news. ASPW up 33. LEXG up 25. AQNM up 22 with 200 shares. GEVO, CDTI up 17 with volume. CERE up 14 with volume. PTOS up 10. AXPW up 9 with volume .... CSOL down 47 on 400 shares. BSRC down 16. ENZR down 14 with volume. LSCG, WWPW down 14. RNWEF down 12. BYDDF down 11, new low with volume. OOIL down 10, new low with volume. ELON down 9, new low with volume. XSNX down 8. LTBR down 4, new low. EFOI down 2, new low with volume. FSLR flat with volume, news.

APPLE $848M DEAL WITH FIRST SOLAR (FSLR) TO HELP BUILD, BUY POWER FROM 280MW SOLAR PROJECT IN CALIF. Apple to buy 130Mw of the power. 150Mw will go to grid. Building to start in months. '16 completion .... Adani (India) MOU to jointly build 10Gw solar plant with Rajasthan. To include manufacturing plant for modules, parts, equipment. Also plans to build $4B PV solar manufacturing complex with Sun Ed (SUNE) .... Burlington VT 1st US city to run on 100% clean/renewable power. (Most from hydro.) .... India focusing on small hydropower development, up to 25Mw each project .... S Korea pledging to reduce emissions .... Air pollution in N Am, Europe contributes to less rainfall in north tropics: study .... Oil industry report asserts portfolios lacking oil/gas energy stocks have suffered v. those with them .... Website lets users buy intl carbon offsets with credit card .... Enphase (ENPH) bought Next Phase Solar, gained over 400Mw of solar assets .... EPA new performance standards for residential wood heat .... Yingli 1Mw solar project in Borneo. Also deal for Thailand solar development .... Leaf Solar raised $75M to help expand its US rooftop solar biz .... Morocco 70Mw solar tender next week .... Total, Neoen 40Mw solar project in Ghana.

WEDNESDAY OPEN .... Dow down 62, Naz up 14, SP down 1. Volume light. WTI over $48, Brent over $54 .... (stock #s in %) BLDP up 48 with volume, news. AQNM up 22. CERE up 15. PLUG up 6 with volume .... CSOL down 47. LSCG down 14. OOIL down 10, new low with volume. ELON down 8, new low after reporting. LTBR down 4, new low. BYDDF down 4, new low with volume.

Tuesday, February 10, 2015

TUESDAY CLOSE .... Market up 139/61/21. WTI over $50, Brent ~$57. US natgas up to $2.72. Kurds recaptured ground north of Mosul from ISIS. Jordan troops moved to Iraq border. Yazidis taking revenge on ISIS .... (stock #s in %) WWPW up 78. CSOL up 73. CGYV up 63. LSCG up 27. XSNX, AMPD up 11. ASTI, PPRW up 10. CBAK up 10 with volume. PLUG up 5. CREE up 3 .... AQNM down 36. SSOL down 18. WPRT down 16. PSPW down 13. DPSM, WSGP, AXPW down 12. AMLM down 11 with volume. CCTC down 11. FNVRF down 10.

RISING TEMPS COULD VASTLY INCREASE OCEANS' DEAD ZONES: ice age evidence .... LED outdoor lights could save $6B/yr in US .... China found sizable NG field in South China Sea .... Cal utility proposing to install 25K EV charging stations on ratepayers backs .... Biomass power with carbon capture/storage plus clean power could reduce emissions up to 145% below '90 levels by '50 in west N Am: UC Berkeley study .... Russian, German, Turk comps partnering on 200Mw/yr solar panel maker in Russia .... Ecosolar started building 9.9Mw solar park in Panama. $11.9M loan from IADB unit. Total cost $17.8M. Panama energy mix near 60% hydro .... Indiana Michigan Power OK'd to build solar .... 200Mw wind power to be built in Australia. 3 projects .... 104Mw solar plant to be built in Utah. $157M .... Sun Ed (SUNE), Perma City to build 22Mw rooftop solar in LA .... Siemens to supply 200Mw Pattern Energy (PEGI) wind project in TX .... KfW, partners to build $2.3B Germany-Norway power cable .... Tama Home finished 17Mw solar plant in Japan. Sharp panels .... Eurus plans to double its wind power capacity in Japan. Over 740Mw, ~$2.4B .... 54Mw Chile solar project got $104M loan .... Morocco 70Mw solar tender next week .... Next Energy Solar Fund 155M share offer .... Comps to build E385M waste recovery center in France.

Monday, February 9, 2015

MONDAY CLOSE .... Market down 95/18/8. WTI over $52, Brent over $57. US natgas up to $2.58. Oil could plunge to $20, ending OPEC: Citi .... (stocks in %) WSGP up 50. QTWW up 36 with volume after reporting. FNVRF up 23. EVSI up 21. WPRT up 19. LEOM up 17. AMTX up 16. CABN, DPSM up 15. SSOL up 14. CCTC, HIIT, OPTT up 12. LYSDY, NTCXF, XSNX up 11. SWET up 10 on update. ASTI up 10 with volume. VOIL up 10. CLNE up 8 .... BSRC down 20. AMPD down 15. LMRMF down 12 with news. WWPW, BFRE down 11.

GO JORDAN!

NUTRITION. GET INTO IT. HEALTHY ORGANIC FOOD. TO SEE YOUR GRANDKIDS' EVOLVEMENT

GIVING IT UP FOR FREE MAY BE BETTER THAN EXCLUSIVE CUSTOMERS. There's tax to consider. And soul. I don't know, pards. But I think it's going to come as the Lord intends it to. But it's interesting to me what I see in reports and your responses. Bill Gates for president! Who cares who's vice president. Or Bill Gates v. George Clooney in '16. (Or is George now an Italian?). There always has to be a runoff, right? Why? Was there a runoff for George Washington in 1792? I just wish we could get things the way we want all over for all of us on our tiny planet shining on this little hill of our galaxy in the big blue universe. I think I'm going to be giving to Save The Children now. There are so many places to give. And the song "why don't we all just get drunk and screw?" came to mind. Thanks Jimmy. What the world needs now ..... Sometimes I get lucid. Sometimes I don't. I pray for lucidity for your souls. And thank you sincerely for being a reader here. This work has been my life's of late. A novel before. About the end of war on earth for good as a first step for our civilization toward real peace. That went far. 9/11 came and went before I got it all published online. I love everyone in our world. But do have a problem with our bastards. And meanies. And hatred. And evil. Satan. Beelzulbubbles. The original nutcase hater of GOD and everybody else! Took Jesus to overcome him. It's been one heck of a trip through history. And reality. Obviously, I love to write. Stuff. Words. Wurdz. Things of gossamer. Words describing what happened. When. How. Why. Who. Where. I thank Bill Gates and Melinda and their compatriots for being able to do what they do. So I write on. To our world. For FREE!

SHIITE REBS DISSOLVED YEMEN PARLIAMENT .... US rig count down another 83 last week. 94 in previous week. Over 30K oil jobs cut so far .... IEA: world oil/liquids demand hit 94.4Mb/d in 4Q14. Up 1M yoy .... ~12-15M bls oil being stashed on sea tankers mid-Jan. In '09, up to 100M bls were stored at sea .... Insulation plastic in hi-volt cables can withstand 26% higher voltage if nano-sized carbon balls added. (What's the cost?) .... Duke took majority stake in REC Solar. $225M more available for financing commercial projects .... Global oil industry now producing 1.5Mb/d surplus .... 1.8Mb/d new production to come onto global mart in '15: Deloitte .... 2 more US refineries went on strike over weekend. Now 11. Management staffing so far. Union workers do maintenance, overhauls .... China exports down 3.3% in Jan yoy. Imports down 19.9% .... Beijing expected to announce new '15 GDP growth target of 7% soon .... CNOOC announced 26-35% capex cut for '15 .... Another round of Ukraine-Russia peace talk starts this week in MInsk. Rebs plan to recruit another 100K fighters .... 5 largest oil majors' oil/gas production dropped avg. 3.25% in '14 .... UK OK'd shale gas exploration in Lancashire .... Suncor pushing ahead with tar sands project. $1.3B this year on it. Online est. '18 .... EU trying to unify their energy sectors .... JV set to break ground on 510Mw coal power plant in S. Philippines this quarter. Online in '18 .... Sun Ed (SUNE) finished 7.7Mw solar plant for India auto comp .... GE to supply Dominican Republic utility with 14K smart meters, advanced metering infrastructure .... Principal Solar plans to build largest solar plant east of Rockies in NC. 78.5Mw for $173M .... Algeria, Netherlands to boost their energy cooperation .... NEXTracker raised $25M for PV tracking systems production expansion. SUNE buying their systems .... Gamesa got 2 orders from India for 250Mw total .... ET Solar, Tech Access to build 21.5Mw in Pakistan .... INOX won 166Mw of wind contracts in India .... Terra Ferma (TERP) to deploy Eur1B capital into asset-backed business.

MONDAY OPEN .... Market down 81/16/6. Volume a little light. WTI over $53, Brent over $58. OPEC cut forecast of US oil production growth .... (stock #s in %) XDSL up 20. QTWW up 19 with volume after reporting. LEOM up 17 with volume. SSOL up 14. HIIT up 13. LYSDY up 11. AMTX up 10. NTCXF, XSNX up 9 more each. CABN up 7 with volume .... WWPW down 11.

Friday, February 6, 2015

MAJORITY OF SENATE REPUBLICANS OPPOSED EVERY CLIMATE CHANGE, CLEAN ENERGY-RELATED AMENDMENT TO KEYSTONE XL BILL that passed last week. (Got to love stubborness I guess.) .... Some $200B of oil projects have been cancelled or deferred .... Oil industry spent near $700B in '14 on oil development, replaced only 4.5 months worth of current production .... Oil industry took on ~$550B debt from '10 to '14 .... Researcher looking at connection between undersea volcanoes, climate change .... Climate change education under fire in handful of states ....Derailed train leaked ethanol into Mississippi R .... India utility planning 4.2Gw wind, solar park. Groundbreak by yearend. 1Gw 1st phase next 3 yrs for ~$1B. India plans to double clean/ren power mix by '20 from 6% now .... Wales parliament calling on govt to prevent fracking until proven safe for environment, public health .... Norway sovereign wealth fund removed 40 coal mining comps from portfolio in '14. 114 comps dumped on enviro, climate grounds .... Over $50B of fossil fuel comps stock divested by 180 organizations so far .... Vivent Solar (VSLR) opening 4 new offices in N Cal next 2 months .... Pattern Energy (PEGI) $350M public offering of common stock .... El Paso County OK'd 250Mw wind project .... Fed Transit Admin $55M grants for low-emission buses.

US OIL PRODUCTION GROWTH LIKELY TO HALT THIS SUMMER: EXPERT. Rig count has to fall to 600-1K. About 3-month delay between rig count and production, price. Rig count 1,223 Jan 30 .... US total crude, condensates, natgas liquids production 12.36Mb/d in Dec. Up from ~8M in '11. Double from Sept '08 low .... US oil production down 36Kb/d last week to 9.18Mb/d. (Could just be from bad weather.) ....Total OPEC spare capacity ~4Mb/d in Dec .... Iraq oil exports down 14% in Jan from Dec. Bad weather, tech probs, disagreement with Kurds .... Lower oil prices mean Keystone XL may have bigger effect on climate change than earlier thought. Without the pipe providing low-cost route to markets, tar sands may not be economically viable .... Norway set to reduce their GHG emissions 40% .... 2 large coal mine expansions moving forward in Australia .... $6.5M, 2.8Mw biogas plant coming online Mar 1 in Kenya. To consume 50K tons/yr of waste from nearby farm. 5.5 year payback. Its power to sell for 10 cents/Kwh v. diesel powergen at 38 cents .... Indiana U researchers may have found faster, cheaper, cleaner way to increase cellulosic ethanol production using nitrogen instead of fertilizer .... Japan researchers developed economical model for on-farm cellulosic ethanol making .... Woods Hole Institute producing biodiesel, jet fuel from algae .... Brazil to implement 27% ethanol blend Feb 15 .... Imperial Oil to reduce spending 29% this year to ~$3.2B .... 4th nuke power plant in Taiwan to be mothballed in July, this one for 3 yrs. Over NT$3.38B cost .... Allianz buying 33Mw wind project in Sweden. Online in '16. Google to buy its power for 10 yrs for Finland data center .... Vestas got 36Mw wind turbine order from Jamaica comp. Online 1Q16. $62.7M intl funding. Vestas also to supply 74Mw for China project online 4Q15. And 106Mw Brazil order .... EDF, CGN (China) signed nuke power coop agreement .... Alstom, Andrade Gutierrez JV to make wind power towers in Brazil. 30M Euro investment. 200 towers/yr .... Williams, partner commissioned 120MCF/d NG processing plant in Powder R. Basin Niobrara shale .... Salt Lake City getting $600K DOE SunShot grant to help expand solar for homes, businesses .... EPRI meeting Feb 11 in DC to support clean energy entrepreneurs, incubators around US .... Borrego Solar expects installs to double this year from 51Mw in '14. Higher demand in Cal, NY, Mass .... Up to 9.8Gw solar may be installed in US this year: Bloomberg. Expecting over 12Gw in '16 .... UK sold its 50M shares of Greencoat wind power fund. $2.6B being raised by Greencoat, follow-on funds .... Dominion investing $700M to build 400Mw solar in VA. All online by '20. They have 744Mw solar operating, in development or under construction .... Hitachi, Sumitomo, Mitsubishi, 7 partners to build 220Mw offshore wind farm in Japan. '20 groundbreak. Probable cost ~100B Yen .... Marubeni, 4 partners to build 2 offshore wind farms in Japan. 65Mw, 80Mw projects online as early as '21 .... Dong Energy bought remaining share of UK offshore wind project. Cap may reach up to 1.2Gw. Online ~'20 .... Principal Solar to sell power to Duke Energy from 78.5Mw, $173M project in NC. Online early '16 .... Daiwa JV to build 2Mw hydropower in Japan. Online late '17 .... GDF Suez investing $7.2M in Tendril (US) energy mgmt software platform. Will help Tendril expand in Europe. GDF may license the tech .... Indiana Michigan Power $38M solar pilot project OK'd .... Ormat, Northloaf Capital in $438M geothermal power JV.

FRIDAY OPEN .... Market up 62/11/6. Volume slightly heavy. WTI over $51, Brent over $57. 257K new US jobs in Jan: feds .... (stock #s in %) WSGP up 25. RNWEF up 19. LEOM up 15. HIIT up 12. ENZR up 10 with news. NTCXF up 9 .... MXWL down 20, new low with volume after reporting, lowering guidance, downgrade. XDSL down 20. LSCG down 15. PSON down 14. LYSDY down 10. BYDDF down 2, new low. RGSE down 1, new low.

Thursday, February 5, 2015

THINGS YOU MAY WANT TO KNOW TODAY .... BP CEO: Oil might not go higher than $60 for 3 years. Supply, demand reminds him of '86 .... Germany, UK wind power records drove down Jan Europe power prices: Platts .... US oil production growth to halt this summer: expert. (More to come. Rig count.) .... US solar industry added 31K jobs in '14. Up 21.8% .... US crude inventory highest since 1930 .... Myanmar-China oil pipe will change global mart .... Emotions, not science, driving climate change debate: study. (Well, think about it. Who wants a major life change? Um, the poor, for one. Those who commiserate with the poor, 2. The rich, 3. Everybody else, 4. It's air, water, food up for grabs. Pretty much. And there's 7 billion of us now, pards.)

THURSDAY CLOSE .... Jeeze Leweeze. Mart up 211/48/21. Volume being decided. WTI over $50, Brent over $56. China hackers suspected at Anthem. US Navy railgun object hit Mach 6. N Korea to US: nightmare near. Obama: Christians did terrible deeds in name of Christ. ISIS executed 3 Chinese who joined, then tried to get away. (O, you do not want to P off the Chinese.) US natgas down to $2.64 .... (stock #s in %) ADES up 44 with volume. BSRC up 36. WWPW up 35. DSTI up 20. LSCG up 18 with news. PSPW up 18. CDTI up 13 with volume. JUHL up 13. QTMM up 13 with news, volume. WPRT up 13 with volume. SWET up 12. CSUN up 10 with volume, news. ASTI, AMLM up 9. GPRE up 8 with volume, news. LEDS, PEIX up 8. RVLT up 7 off $1.05 with 1/2 volume, news. ALTI up 7. SCTY up 3 (climbing out?) .... MDDD down 34. XSNX down 31 with volume. (Where's that bottom?) PTOS down 24. CCTC down 21 with DOE's FutureGen news. DPSM down 15. AETI down 12, new low with volume. CABN, VOIL down 11. AXPW down 4, keep eye on or buy now. AMSC down 2 after reporting. (How can superconductivity be so opposed?!) BYDDF down 1, new low.

THURSDAY OPEN .... Market up 162/25/14. Volume slightly heavy. WTI over $50, Brent over $56. EU raised growth forecast, cut inflation outlook. Denmark went to negative interest rate .... (stock #s in %) ADES up 73. BSRC up 36. WWPW up 35. ABAT up 24. WPRT up 13 with volume. AMLM up 12. XDSL up 10. QTMM up 7 with volume, news .... XSNX down 15 with volume.

CLEAN/RENEWABLES BEAT OUT NATGAS FOR NEW US POWER GEN IN '14: FERC. 49.8% to 48.6%. 7.7Gw to 7.5. '13 was 46% gas to 43% for clean/ren. 7.4Gw v. 6.8. New wind 26.5% in '14. Solar 20.4%. Biomass 254Mw. Hydro 158Mw. Geothermal 32Mw. Coal 106Mw. Nuclear 71Mw with plant upgrade. Oil 47Mw. Clean/ren now 16.6% of US power gen capacity, over 13% of actual power gen in '14. Hydro 8%, wind 5.5%, biomass 1.4%, solar 1%, geothermal .3% of capacity .... California water use down 22% in Dec v. Dec '13. But emergency persists. Sierra Nevada snowpack 75% below historic avg. No measurable rainfall in San Fran in Jan (mid rainy season) .... Petrobras top management resigned amid corruption case .... DOE terminated finance for Future Gen clean coal project .... Center for International Forestry calls palm oil industry an "eco disaster" for forests .... US tornadoes made worse by fires in Central America: study .... EU climate chief wants legally binding climate treaty between developed countries to send clear signal to markets .... Those on either side of global warming climate change debate really dislike each other: study. (Not me. I like everybody on the head in the sand side.) .... Vertical gardens fight salt contamination in Bangladesh .... Xcel blamed for cost overruns at Minnesota nuke plant .... Oil prices, production could find right balance by yearend: expert .... Strike at US refineries could be reason for recent oil price surge, pump price: EIA .... TX driller defaulted on loan .... Locals approved $7.5M, 1.4Mw hydropower project in Angus Scotland .... US fed power use at 40-year low.

Tuesday, February 3, 2015

TUESDAY CLOSE .... Market up 305/51/29. I'm thinking volume was a little heavy without checking. WTI up over $52, Brent up over $57. You know what, people appreciate gas in their tanks, heat in their homes in winter, cooling in summer. US natgas up to $2.76. S&P cut 6 Euro bank ratings, took $1.5B fine for role in ''08 great recession debacle .... (stock #s in %) WSGP up 86 with news. VOIL up 34. ADES up 28. XSNX up 26 with volume after report. CSIQ up 25 with news, volume. OPTT up 19 with volume. LYSDY, EVSI up 16. SPIR up 14. RNWEF up 13. CSUN up 12 with volume. CJES, CABN, AWSL up 12. CERE up 11. MDDD up 10 .... CCTC down 27. PTOS down 25. PSPW down 16. SSOL down 14. AMPD down 13. HSOL down 12 with volume. AXPW down 10. (Keep eye on.) RGSE down 10, new low with volume. QTMM down 7.

EPA KEYSTONE XL REVIEW: OIL SANDS DEVELOPMENT WOULD SIGNIFICANTLY INCREASE GHGs. 27M metric tons of carbon emissions/yr more than lighter crude. Equivalent of near 8 coal power plants or .5% of total US GHG emissions/yr .... SIberia warming at quickening pace. 1 of world's largest storehouses of frozen GHG gases .... 90% of China cities failed to meet smog standards in '14 .... Prelim #s: China new wind power installs over 23.3Gw in '14, up 45% from '13 .... Soy moratorium imposed by private sector alliance has been more effective at stopping deforestation in Brazil Amazon than govt regs .... Air pollution may cause increased mercury levels in Pacific tuna: study .... China to research - not farm - GMOs .... Power gen from wind, solar more feasible than nuke power in Pakistan: experts .... Smart sensors being tested on US grids could ease disruptions .... Lengthy strike at US refineries could affect 2/3 of production .... EU demand for wood pellets for powgen will buoy US forest growth: USFS report .... 1/3 of current global oil production, over 2/3 of expected increase in world supply uneconomical at $60 oil. Bank of Canada assessment: production of affordable oil at prices up to $75 peaked in '05. Global econ can't grow any more like it used to .... Hanergy Solar connected 17Mw thin-film solar to grid at China manufacturing plant. Also cools inside of plant ~3*C, decreasing air conditioning costs .... Canadian Solar (CSIQ) buying Recurrent Energy from Sharp for $265M .... New Jersey Resources unit completed 16Mw solar in NJ. 9.9Mw for $25.8M. 6.1Mw for $15.8M .... BYD Motors (BYYDF) got 5-yr, $3M income tax credit from Calif with BYD commitment to invest $51M in 2 manufacturing centers, US HQ in state. 590 jobs. Plans to deliver 20 more el buses to LA county .... GDF Suez JV to build NG combined heat, power plant in China. 37Mw el, 53Mw heat, 2.1Mw cooling. ~40M Euros. Online by '17 .... Abengoa (ABGB), EIG (US) investing ~$2.5B in JV to buy over $9B of new clean power projects .... Sharp's energy biz lost $14M last Q with solar sales falling to 349Mw from 459 yoy .... Alterra Power closed sale of 15Mw geothermal plant in Nevada .... Andhra Pradesh India new solar, wind power policies .... EDF Energy filed 30Mw UK wind farm ap .... Poland's clean/ren power mix up 9.4% in '14 .... Apple spending $2B on solar-powered data center .... Vestas got 122Mw of China wind orders .... Solar-powered trash compactors a new node on internet of things .... Anadarko liable for portion of BP Gulf of Mex spill: judge .... Drillers looking for rig storage .... Russia would lose $160B/yr at $45 oil .... Best Jan in 7 yrs for automakers.

TUESDAY OPEN .... Market up 151/16/15. Volume heavy. WTI over $51, Brent over $56 .... WSGP up 96 on news. XSNX up another 49 with volume, order news. Up over 5x since year start. MDDD up 27. CSIQ up 20 with volume, news. AMLM up 14. ADES up 13 with volume. CBAK up 13. AWSL up 12 with news. OOIL up 10 .... CCTC down 27. XDSL down 16. AXPW down 12. ABAT down 11. RGSE down 8, another new low.

Monday, February 2, 2015

MONDAY CLOSE. Market up 196/41/25. WTI up over $49, Brent over $54. US natgas down to $2.65. Armenia 4th country to join Eurasia Union. (Wow, that's a big one Vlad.) .... stock #s in % MGLT up 85 with volume. XSNX up 49 with volume. CCTC up 18. CLNE up 10. NFEC, SCTY up 8 with volume. FSLR, GPRE up 7. SPWR, SUNE up 6. CDXS up 4, new high with volume .... MDDD down 22. AETI, SPIR down 12. ADES down 11, new low with volume, news. LYSDY down 10, new low with volume. OOIL, SRWRF down 10. RGSE down 1, new low.

EU EXTENDED RUSSIA SANCTIONS TO SEPT IN EMERGENCY MEETING ON 29TH. Feb 9 meeting to discuss new sanctions. (Ruble down 15% since Jan 1.) .... World has entered peak food era. Supply increases of 21 staples beginning to wane .... Obama budget proposes $4B bonus fund for states that can best fed climate goals. Also wants steeper royalty rates for oil/gas drilling on public land, continued tax breaks for wind and solar, $1.29B aid to developing nations to help fight global warming climate change, $239M for EPA climate plans, $7.4B for clean power tech development, $500M for UN's Green Climate Fund .... Obama ordering fed to build infrastructure projects 2 feet higher to protect from climate change flooding, ocean rise .... Canada's premiers to coordinate their climate plans, carbon emissions programs, energy policy .... Rebel govt in E Ukraine allowing private coal mining .... Chevron abandoning shale natgas venture in Poland. Still assessing Romania project. Ukraine ops at impasse with Kiev. Already bailed from Lithuania project .... IFC, Cordiant Capital loaning $7M for rooftop solar in Tanzania. Off-Grid Electric raised ~$35M. Targeting 200K homes .... Libya oil minister says they're exporting 200Kb/d. ~1M bls went to US refiners in Nov .... China's factory sector slipped into contraction in Jan. 1st time in 2 yrs. Record low profits in Dec .... Gazprom Neft reserves up 11.5% in '14 to 2.55B tons oil equivalent. '14 production 66M tons .... 2 comps started building 11Mw solar plant in Japan. Online Sept '16 .... J-Power, partners to build 42Mw geothermal power plant in Japan. Online in '19 .... Siva Power raised $10M more for their low-cost solar manufacturing .... Green Investment Bank launched 50M Pound green waste fund .... Oil price drop could delay peak oil demand up to 5 yrs to '30: Bank of America .... US exported 502Kb/d of oil in Nov, imported net 5.125M: EIA .... 6-10M gal oil from BP Gulf spill settled in sediment of Gulf floor: study .... $90M of natgas - 15BCF - escapes from Boston pipes/yr: Harvard research.

MONDAY OPEN .... Market down 56/31/6. Volume heavy. WTI over $48, Brent over $53. US workers in day 2 of strike at 9 refineries. US manufacturing up at slowest rate in a year. UK manufacturing up .... (stock #s in %) MGLT up 85. NGLPF up 22. NFEC up 12. SWET up 11. XSNX, VOIL up 10. ABAT up 9. CDXS up 4, new high with volume .... CCTC down 28. MMMW down 17. CABN down 12. AXPW, SRWRF down 10. AIXG down 7, new low.