MHI/VESTAS SET TO OFFER 8MW OFFSHORE WIND TURBINE. Leapfrogging Siemens' 7Mw turb. Avg offshore turbs 3.7Mw in '14 .... Vestas supplying 53Mw Finland wind project. 3.3Mw turbs. 1Q16 deliveries. Online 3Q16. Also Vestas 50Mw China order .... Solar Power (SOPW) paying $25M in stock for 80% of Solar Juice - Australia wholesale solar distributor. Australia '15 solar installs may reach over 900Mw this year .... Enel got $170M loan from KfW IPEX for 111Mw S Africa wind project. 3Mw turbs. Enel also started training S Africans to sell, install small solar projects .... GE unit to invest in 96Mw solar plant in Japan. Online in '18. $291M of bank loans. Trina panels .... Marubeni to expand industrial solar sales to residential mart. Hanwha (HQCL), JA Solar (JASO) panels. Zep Solar mounting systems .... Brazil approved ~1/3 higher auction rate - $65/Mwh - for small hydropower (50Mw or less). Auction next month. BNDES to finance no more than 50% of small hydro. Used to finance 70% .... NEXTracker got 16Mw solar project in Mexico .... Conergy entering Turkey solar mart .... Ft Collins CO utility biz model profitably embraces power efficiency, solar. City wants to be carbon neutral by '50, 80% GHG emissions reduction by '30. "Integrated Utility Services." Also broke ground on 632Kw solar project .... US using less gasoline than in '05 .... Going speed limit, trucks often go faster than tires can handle .... Drought blamed for foul smell, bad taste of San Fran tap water. Lawsuit over stable aquifer.

TUESDAY CLOSE .... Market down 200/46/18. Volume slightly heavy. WTI under $48, Brent over $55. US natgas up to $2.66. Iran nuke talks extended to June 30. (What, giving them more time to build a bomb?) New Nigeria president .... (stock #s in %) PTOS up 90 with volume. WWPW up 32. JUHL up 22. AETI up 10. SOPW up 8. ENOC up 2 with news .... AXPW down 28 with volume. May be bottom unless they go bankrupt or end up charlatans. PSPW down 22 with volume. AWSL down 17. AMLM down 16. RNWEF down 13. CCTC down 12. CLNT, EVSI down 11 with volume after reporting. LYSDY down 11. HIIT down 10.

US PLEDGED 26-28% GHG EMISSIONS CUT BY '25 FROM '05 LEVELS. (Republicans to try to block anyway they can. Don't you just love that?) China, India, many others to miss today's informal deadline to submit pledges. US has already cut more carbon emissions than any other country .... Russia pledged at least 1/4 GHG emissions cut from '90 levels by '30 .... Global clean/renewable power investment up 17% in '14 to near record: UN .... 100Gw new clean/renewable power built in '14 .... Automakers surpassed US light-duty GHG emission standards by wide margin 2nd year in row. 1.4MPG better than standards in '13, fleet record avg 24.1MPG, .5 over '12. 30MPG Vs up 3x v. '08. SUV fuel econ increasing fastest of any type .... Wettest March in century in India .... Deadly Chile rains linked to global warming climate change: WMO official .... France mandating "green" roofs for all new bldgs in commercial areas. At least 50% cover with solar or plants .... Blue crabs migrating to north of Cape Cod with warmer ocean .... Bighorn sheep returning to Cal natl parks .... USDA $332M to protect environmentally sensitive lands .... China moving to prevent new solar production capacity .... Terra Form (TERP) bought 168Mw of solar plants from Sun Edison (SUNE) in 1Q15 for ~$110M .... Canadian Solar (CSIQ) completed buy of Recurrent from Sharp .... Space X to buy $90M of Solar City (SCTY) bonds .... $38M of grants to fund "down payment" to communities hit by coal downturn .... HECO approved backlog of rooftop solar on Maui, Big I. 331 on Maui, 336 on Big I. Also 90% of 2,479 aps pending on Oahu to be cleared by May .... EnerNOC (ENOC), Sunpower (SPWR) strategic agreement to allow SPWR customers to verify impact of solar investment, drive optimum power savings .... Yingli started on 50Mw solar plant in China. Online 4Q .... Thailand wants to be EV manufacturing hub.

TUESDAY OPEN .... Market down 67/16/6. Volume light. WTI over $48, Brent over $55 .... (stock #s in %) DPSM up 29. PSON up 14 .... AXPW down 28 with volume. AWSL down 14. CCTC down 12. LYSDY down 11. ENZR down 10. CABN down 8.

MONDAY CLOSE .... Market up 263/56/25. Volume a little light. WTI over $48, Brent over $56. US natgas up to $2.65. Russia left Iran nuke talks. Yemen ports under blockade. Small tsunami in Papua New Guinea after major quake. Supreme Court rejected Obamacare "death panels" challenge .... (stock #s in %) BLQN up 95. AXPW up 58 with volume on rebound. WSGP up 42. LEXG up 41. PSPW up 18 with volume. AMLM up 16 with volume. ENZR up 12. GPRC up 10. SLTD up 10 with volume .... ASPW down 21 with volume. ZNNMF down 17. GEVO down 15 after reporting. XSNX down 13 with volume. PSON down 12. NFEC down 11. SSOL, CCGI down 10. CSIQ down 4.

$1B CREDIT LINE FOR INDIA CLEAN POWER .... Pakistan guarantees for $600M wind power development .... Paris briefly had world's dirtiest air last week. Rationed driving .... More rain with fewer storms in tropics .... UK cut red tape for commercial rooftop solar. Installs up to 1Mw don't require full planning permission. Was up to 50Kw. (But new April 1 FIT regime.) .... Japan whaling ships returned from Antarctic with no catch. 1st time in near 30 yrs .... Bill to open up Georgia residential rooftop solar mart on gov's desk .... Clean Power Plan could tank Wyoming coal industry: report .... China shale project shelved .... More fossil fuel comps filing bankruptcy .... SPI Solar (SOPW) to buy 12.3Mw of projects in Italy, Cal .... US crude inventories up 8.2M bls last week, more than expected .... Wellhead prices for US natgas under $1.50. Limited transmission, local demand saturation. Rig count down ~1/2 of oil rig decline since oil price drop start .... Yemen was producing 130Kb/d before troubles .... Syria rebs captured city between Damascus, Aleppo .... Kurds got 2nd payment ($408M) from Baghdad. Talk of 3-way Iraq partition on rise. (Seems most logical answer.) .... Italy deployed naval forces along Libya coast. UN resolutions for ceasefire, partial lift of arms embargo so 2 sides fighting each other for Libya can fight ISIS .... Statoil started NG pipe project across Norwegian Sea in Arctic .... Kuwait won't make goal of 25% more oil production by '20. Political opposition to foreign oil comps .... New Brunswick Canada lawmakers voted for 1-yr fracking ban to study .... US oil rig count down 12 last week to 813. NG rigs down 9 to 233. US offshore operating rigs down 3 to 34, down 16 yoy .... Schlumberger agreed to $232M US penalty for conspiring to violate sanctions for Iran, Sudan '04-'10. Also agreed to halt activity in those countries 3 yrs .... Over $10B worth of new drillships idled at sea. Cost up to $200K/d/ship to maintain .... Shell moving 2 drillships to Alaska for Arctic push .... Coal share of US power mix 36.8% in Jan, down from 40.7% in Dec. Down from 46.5% Jan '14. NG 28% this Jan .... Eni, Exxon started production at new Gulf of Mex deepwater NG field .... Petro China no longer wants stake in Canada oil sands .... Bluefield bought 50Mw solar farm in England for $84M. (Bargain basement sales before April 1 FIT change.) .... Canadian Solar (CSIQ) sold C$68M solar plant to DIF .... M+W Group to build 111M Pound waste-to-power project in Scotland .... Brazil close to launching floating solar farm .... Amarenco borrowing up to 150M Euros for Irish solar portfolio .... Ecoppia (Israel) robot tech cleans solar panels without water .... Race on to save N west US grizzle bears .... Obama admin making "down payments" to hard-hit coal mine towns .... SC cities trying to block offshore oil drilling leases .... Revised EPA haze proposal allows AZ coal plant's emissions to rise .... Brown signed Cal drought relief bill. Over $1B.

MONDAY OPEN .... Market up 262/36/19. Volume a little light. WTI over $48, Brent over $55. Denmark applied to join Asia "world bank". Arab leaders forming joint military force .... (stock #s in %) XDSL up 20 with news. LEXG up 16. AXPW up 14 in rebound. PSON up 11. SLTD up 10 with volume. GPRC up 9. BYDDF up 5. WNDW up 4. SEDG up 1, new high .... CCTC down 22. XSNX down 13. SSOL down 12. NFEC down 11. CCGI down 10. CABN down 6 after reporting. ERII down 2, new low.

ACCORDING TO A REPORT I RECEIVED, UK, FRANCE, GERMANY, Australia, S Korea and other countries have agreed to join Asia Infrastructure Investment Bank. (China's World Bank.) Over US objections. Japan holding out. Asia/Pacific region demands ~$750B/yr infra investment/yr. Money with strings. World Bank started that after Bretton Woods in '44. Renimbi to rival dollar up our road. We call it competition .... Cobalt. Maybe next market opportunity. Most comes from Congo, Zambia. Tesla uses it in its batts for driving range. Formation Metals (TSX:FCO) a pure play .... Corn, soybean prices at 10-yr lows. Coming off 5-yr profit party. Iowa farmland hit avg $8.7K/acre in '11 from $1.8K in '00. 23% drop in net farm income in '14. Est. 30% more in '15. Corn now $3.80/bush. $8.49 all time high in '12. US livestock growing. They eat corn. China ended ban on GMO corn. More soy planting, less corn.

CLIMATE CHANGE DOESN'T CAUSE EXTREME WINTERS: STUDY. (We'll see.) .... Mexico pledged 25% GHG emissions cut .... Cruz compares climate skeptics to Galileo .... Santorum: Obama has "quasi-religious" reasons for fossil fuel stance .... Salmon returns in Columbia R. highest ever since counting began in '38. And sea lion party at Columbia mouth .... Goats romped through Seattle chasing children .... Japan to miss UN climate action plan deadline next week. Only EU, Switzerland, Norway submitted plans so far .... Contaminated water still growing at Fukushima .... Ohio regulators telling lawmakers to butt out on Clean Power Plan .... Judges upheld EPA Haze Plan v. cement comp .... China regulators fined, halted production at 2 refineries for air permit violations .... Monsanto fined for improper reporting of pollutants in Idaho .... Duke to appeal $25M fine from N Carolina for contaminating groundwater. State looking into possible pollution at other plants .... Canada oil production has peaked .... US oil rig count down smallest amount in 15 weeks .... As shale runs out, Arctic drilling needed: DOE panel .... NY launched lab to study clean/renewable power, advanced grid .... Solar City to hire 300 in Cal to expand sales .... UK, Scotland $6.3M to study 570Mw carbon capture/storage, coal gasification project in Scotland. Britain currently supporting 2 CCS projects .... TRIG clean power fund (UK) boosting new share offer to $152M .... 4 banks to loan comp for 14Mw, $42M solar power project in Japan online by yearend .... Solaredge (SEDG) raised $126M in IPO. Solar power inverters .... Abengoa (ABGB), EIG $2B investment in JV .... Facebook solar-powered drones to provide internet access .... Innotech Solar filed bankruptcy. Cited "uncertain" Europe mart .... Acciona to supply Madrid hospitals with clean power .... New fault, wealth of data revealed by '11 Virginia quake .... Data lacking to track antibiotic resistance on farms: FDA official .... Cal legislature sent $1.1B drought package to gov .... NJ legislature sent bill to gov condemning Exxon settlement .... Power outage in Amsterdam. (Someone smoking too much?)

FRIDAY CLOSE .... Market up 34/27/4. Volume a little light. WTI over $48, Brent over $56. US natgas down to $2.64. Yellen: gradual rate rises start this year .... (stock #s in %) AMLM up 20 with volume. PSPW up 19. ZNNMF up 17. MDDD up 15. CDXS up 11, new high with volume. LMRMF up 10. QTWW up 9. HQCL up 8 with volume. ENPH, SLTD up 7. QTMM up 5 .... GSFVF down 50. AXPW down 21, new low with volume. ECOS down 20. WWPW down 18. BLQN down 15 with news. LEXG down 14 after reporting. SWET down 13. CSGH down 12, new low. CABN down 11. LIME down 11 with volume. NGLPF, GPRC down 10. BSRC down 10 after reporting. NFEC down 8 after reporting. ERII down 3, new low. ELON down 2, new low with volume. WNDW down 1.

EUROPE PLANS OVERHAUL OF CARBON TRADE SYSTEM .... Decline in coal use helped cut Brit GHG emissions 8.4% .... 2nd legal lawsuit v. Obama frack rules for Fed lands .... Georgia pressing EPA to reconsider new nuke power in Clean Power Plan.

MOST COUNTRIES WON'T BE OK WITH 2*C TEMP RISE .... China cola use down 1.3% in '14 v.'13. 18M tons less .... US Senate voted against fed carbon tax .... Auto industry exceeded Fed target for GHG emissions reductions for 2nd year in row. Wide gaps between manufacturers .... Republicans' beliefs in global warming climate change drops with higher ed: poll .... go fig .... Americans appear to be making fundamental changes to drive less: study .... Scientists reported rapid Antarctic melt could be gone within 100 yrs .... Global warming climate change facilitates spread of hybrid termites with quick reproductive cycle .... Onward and upward pards.

FRIDAY OPEN .... Market up 36/17/4. Volume light. WTI over $49, Brent over $57. US 4Q GDP up 2.2%, final revision .... (stock #s in %) BLQN up 21 with news. PSPW up 19 with volume. ZNNMF up 16 with volume. LSCG up 12. HQCL up 9 with volume. ABGB up 7 with news. QTMM up 7 .... AMLM, ECOS down 20. XDSL down 20 with volume. AXPW down 14, new low with volume. LIME down 11 with volume. ELON down 4, new low.

NEW ENGLAND PLANT DIVERSITY AT RISK: REPORT .... US State Dept crackdown on seafood industry slave labor .... Washington DC #1 US city for Energy Star buildings. 480. LA 475. Atlanta 328. NYC 299. SF 292. Chicago 251 .... $259M DOE loan to Alcoa for fuel-efficent vehicles .... UK, Norway to sign 1.4Gw power interconnection .... Fuji El 85Mw geothermal projects for Iceland, Indonesia .... Vietnam wants 2.6Gw more wind, solar with MOUs .... Greener trucking industry could save $40B/yr in US .... Coal comp bankruptcies, mine closures on horizon .... NOAA wants expansion of Hawaii ocean sanctuary .... Golden Gate dog leash fight going to Washington.

THURSDAY CLOSE .... Market down 40/7/2. Didn't check volume. WTI over $51, Brent ~59 .... (Stock #s in %) XFUL up 87. LIME up 22 with volume. LYSDY up 21. SEDG up 14 on IPO. HQCL up 13 with volume. CBAK up 13. BSRC up 12. WWPW up 10. SOPW up 8 .... MGLT down 35. CCTC down 27. DPSM down24. AXPW down 19, new low with volume. (What's new?) XDSL down 16 with news. ASPW down 11. ALTI down 9. QTMM down 7. AMSC down 5. ELON down 4, new low with volume. WWPW down 4. XSNX down 3 with volume.

AIR POLLUTION IMPACT ON PREGNANCY IMPACTS KIDS LATER IN LIFE: STUDY. (Please study.) .... 70 Catholic groups urging world leaders to address global warming climate change before Paris talks .... US Episcopal Church head: Denying global warming climate change is immoral .... Theory being postulated that oil price plunge stimulated China, keeping them out of econ implosion that would have caused global recession .... Beijing coal power plant shut down. 400MW .... Obama admin proposing coal royalties reform on Fed land. Peabody, Arch most at risk .... Clean/renewable power record 22% UK power mix 4Q14. 2nd coal plant converted to wood burn. 17.9% 4Q13 .... Marijuana cultivation posing seriious threat to N Cal rivers, aquatic species: state study .... Georgetown, TX to have state's 1st city-owned utility to run on 100% clean/ren power .... Oklahoma officials doubling number of wells under scrutiny for signs they could be causing quakes .... Fracking moratorium passed both sides of Maryland statehouse .... Media bias also driving oil prices up or down .... EPA issued '14, '15 cellulosic ethanol waiver cred prices .... German biodiesel exports up 5% in '14 to 507M gal. Imports also up to 172M .... Japan researchers to commercialize biobutanol from spoiled tangerines. ~150 tons/yr go to waste, incinerated .... Alexandria, VA mayor fighting Norfolk Southern plans to lengthen ethanol trains through city .... Bagasse could meet 1/2 Swaziland power demand. (My ex next neighbor went to Swaziland for the Peace Corp last year.) .... US biodiesel imports down 36% in '14 to 333M gal: EIA. ($1/gal blend cred expired end of '13.) .... Plan to drill under Ohio R. for oil/gas moving ahead in W VA .... Yingli wider than expected 4Q loss .... Sun Ed (SUNE) 2.5Mw deal with Long Beach .... Petrobras major offshore discovery .... China rail freight falling 16%/yr, went negative mid '14. (Um, oil prices.) Measures mostly intl trade .... China oil demand topping out since late '12 .... China private sector debt has reached point of diminishing returns. (Where hasn't it in world?) .... Airlines still using up higher priced fuel they bought before oil slump. Seat prices may come down up the road. But don't count on it .... Japan unveiled anti-tsunami wall project. And says TEPCO wasted over 1/3 of $1.6B to clean up Fuku. They still haven't found reactors' nuke fuel. Muon detectors deployed. (Global nuke industry under the gun.) .... Among costliest waste was $270M for Areva machine to remove radioactive cesium from water leaking from the 3 wrecked reactors. Replaced by US, Japan machines .... Seawater salt removal machines cost $150M. Several comps. Best lasted 6 weeks. And 2 more debacles .... Ultrasolar (US), NanoEnergy (Japan) alliance for "Quantum Boost". 177Mw initial order .... 60Mw more wind online in Brazil. Voltalia farms. 108, 93Mw projects scheduled for '15, '16 .... Vestas 122Mw order from Sweden. Delivery start 1Q16, online 2Q .... Also Vestas 40Mw for Maine .... Buffet going with Heinz/Kraft. O Warren. Bad foods. Sugar. Sugar. krap. Eye of the needle, Warren. Love you, man. But we want healthy food .... Solar Edge (SEDG) IPO. $126M. Israeli PV solar inverters .... SSE sold 16Mw onshore wind project in Scotland to GE. 1.6Mw turbines .... Some comp awarded up to 50Mw solar project in Philippines .... Judge tossed out global warming lawsuit v. Mass .... Money for pipeline safety used to raise exec pay: official. (Specifics obviously missing.) .... Baltimore axed deal for waste-burn power plant. (We used to call them incinerators and who cared where the ashes, airborne toxics went.) .... US auto industry beating emissions targets: EPA .... EPA urged to regulate cleaning solvents (that get into rivers, etc.) .... N Cal Native Nations want fishing rights protected during drought .... People (companies) less likely to recycle crumpled paper: study. (Where the hell do we take our crumpled paper to BE recycled?!) .... Cal set to spend $1.1B on drought alleviation .... Kazakh chief of world's largest uranium producer died at 44. (Just saying. Uranium exposure not good for health.) .... Onward and upward, pards.

THURSDAY OPEN .... Market down 55/24/6. Volume slightly heavy. Indeces at or below 50-day lines. WTI over $50, Brent ~$58. Saud, allies airstrikes on Yemen Shi'ite. US home prices surging 13x faster than wages. UK retail sales up more than forecast. Gold back over $1,200 .... (stock #s in %) HQCL up 19 with volume, double in last few months. LYSDY up 14. BSRC up 12. WWPW up 10. XSNX up 5. LIME up 3 with volume .... AXPW down 27, new low with volume. (Filed something today.) SSOL down 20. XDSL down 16 with news. DPSM down 10. ELON down 3, new low. CREE down 3 with news.

WEDNESDAY CLOSE .... Market down 292/118/30. WTI ~$49, Brent over $56 .... (stock #s in %) LIME up 21 with news. XDSL, LYSDY up 20. DPSM up 11. NFEC up 10. AXPW up 1 with volume after new low .... WSGP down 28. FNVRF down 16, new low. PSPW down 12. MDDD down 11. BSRC down 10 but still up 8x from 12 month bottom. Go fig. ALTI down 10. CREE down 5.

70% CLEAN/RENEWABLE POWER BY '50 DOABLE WITH "INTERNET OF ENERGY" .... ADHD symptoms linked to prenatal exposure to dirty air: study .... China used more cement in 3 yrs than US in 100 (!) .... Costa Rica power mix 100% clean/renewable 75 straight days. (Leading the world.) .... US Supreme Court appears split over EPA Clean Power Plan. Should have anticipated compliance costs? .... Americans less worried about environment: poll. (Americans do tend toward sluffing off in thinking.) .... Govt program following fish caught by slaves going to US, Euro seafood marts .... Funding tied to climate goals a way toward sustainable world. Orienting cities to people, not cars another. Product packaging 1 more .... Japan to use climate fund to back power plant projects abroad. (THEY NEED THEM IN JAPAN FOR GODSSAKES!) .... UK Green Bank, govt dept to lend $298M for pilot low-carbon projects in Africa, India. (Ah yea, the old dominion.) GIB also investing in 12.3Mw waste-to-power project in Scotland .... Brazil plans pollution limit plan before Oct. They've cut CO2 41% from '05, plan 36-39% further by '20. (That's doing waht we call really well.) .... Odors, discoloration in Flint Mich tapwater since switch to Flint R. from Lake Huron. (What the hell is that about?!) .... Fed advisors calling for less red meat in American diet after 1st-ever enviro review .... Climate change "biggest threat" to conserving 600K public acres in UK: charity .... 144 countries have established national plans to expand clean/renewable power. Near 100 have set specific targets, incentives: World Bank report .... Sauds pumping 10Mb/d, up 350K from Feb .... Ukraine plans to stop buying Gazprom NG April 1 when interim deal expires. Maybe negotiating ploy; but new, cheaper NG from Europe .... Total looking for China finance to get around sanctions to build $27B LNG terminal in Russia Arctic .... Sun Edison (SUNE) buying 1K energy storage systems from Imergy for rural India microgrids. 30-120Kwh flow batts using recycled vanadium from enviro waste .... Dean Foods to deploy 64 CNG-powered Vs, private fuel station from Clean Energy Fuels (CLNE). (T. Bone Pickens.) .... EV lith-ion batt packs now $500/Kwh, cost down 60% since '10. Could drop to $175 in 5 yrs: Navigant. $100 range needed to make EVs competitive without subsidies .... PNNL project to use algae to extract CO2 from atmos. Going for $1 worth of CO2/200K pounds of air .... Joule plans to build 1st plant in '17. "Solar renewable fuels." 15K gal diesel/acre/yr, 25K gal eth. Modified cyanobacteria + CO2 + sunlight + nutrients --> transportation fuels .... Pakistan has world's fastest growing nuke program. Enough material to make 110-120 warheads: US think tank. Over 45 countries looking to start nuke program: World Nuke Ass. Next to join nuke power club: UAE, Turkey, Lithuania, Poland, Belarus, Vietnam, Bangladesh .... 4 Japan utilities decided to permanently decommish 5 old reactors .... Near 1/2 global nuke power cap - est. 200 reactors - heading for retirement next 25 yrs: IEA .... Transatomic Power working on small meltdown-proof molten salt reactors. Terra Power (Gates) working on travelling wave reactor. NuScale already got $2.7M from DOE to help their design .... Hollysys (HOLI) to provide distributed control system for 2 1Gw ultra-supercritical coal power units in China. Online late '16 .... New 25Mw solar plant online in Australia. Eventual 102Mw for $290M .... Enel started on 74Mw Oklahoma wind project. $130M. Online by '16. Coop to buy power .... Greenleaf to buy 37.5Mw waste-to-power plant in Connecticut .... Vestas supplying 36Mw Denmark wind project. 3.3Mw turbines, 4Q delivery .... Jinko 104Mw, $188M Utah solar project .... 40Mw wastewood biomass plant under construction in Brit. 270K metric tons wastewood/yr .... Over $533M VC/PE invested in energy efficiency 1Q15 so far .... Nordex 111Mw S Africa wind deal .... US approved VA utility's plan to build 2 test offshore wind turbines .... Trains, trucks must communicate to avoid accidents: experts.

WEDNESDAY OPEN .... Market down 45/27/1. Volume light. WTI over $48, Brent over $56 .... US Feb durable goods orders down 1.4%. Greece to run out of money late April. ECB to raise Greek bank caps. Greece 5 days to deliver plan. Yemen prez left the country .... (stock #s in %) LYSDY up 31. LIME up 23 with volume, news .... ALTI down 18. OOIL down 5, new low with volume. GPRC down 3, new low. TSLA down 3 on downgrade. AMSC reverse split.

TUESDAY CLOSE .... Market down 104/16/12. Volume light. WTI over $47, Brent over $55. US natgas up to $2.81. No US withdrawal from Afghan until '16 .... (stock #s in %) DSTI up 59. ASPW up 45 with volume. CSGH up 28. SSOL up 24. SWET up 21. RNWEF up 18. AWSL up 17 with volume. BLQN, CCTC up 17. ACFN up 15. SLTD up 15 with volume. AMLM up 13 with volume. CDXS up 13, new high with volume. PSPW up 13. ABAT up 11 with volume. CSUN up 11. CCGI up 10. SUNE up 1, new high .... LSCG down 16. AXPW down 12, new low with volume. CHGT, DPSM down 11. OOIL down 10, new low with volume. XSNX down 8 with volume.

WORLD FRESH WATER SUPPLY IN DANGER FROM GLOBAL WARMING, POPULATION INCREASE: UN report .... Beijing to close last of 4 major local coal power plants next year. 2 shut down last week. Replacing with 4 natgas power plants with 2.6x more power cap .... Batt costs for EVs falling faster than industry forecasts: study .... Libertarian proposal: get rid of EPA Clean Power Plan, enact carbon tax instead .... Up to 40% US shale oil/gas production junk debt - up to $80B - may default next 2 yrs if prices stay below $65/bl: JP Morgan Chase .... US oil storage cap could be full as early as mid-May .... TX oil/gas production stats through Jan show decline started, level off through '15 .... Permian wells 55% horizontal. Eagle Ford, Bakken 99% .... Corporate green bond market for climate change projects may rise 58% to $30B in '15: S&P. Total green bond mart may hit $50-100B from $36.6B in '14. May depend on China .... Ontario to install 1.7Gw wind power next 18 months .... Hanergy Thin Film opening 60 stores/service centers in China to broaden solar sales .... Ex-employees accusing Ormat of lying to get US 1603 cash grant awards for their geothermal .... Eqypt, Ethiopia, Sudan deal to share Nile water .... Mass judge threw out Harvard students' lawsuit to force school to divest fossil fuel comps from endowment .... Swarthmore students launched 1st indefinite occupation for fossil fuel divestment .... Shenzhen City China to invest up to $800M to spur EV demand .... Climate scientists urging museums not to take money from fossil fuel interests .... Petrol, trucking groups suing OR officials over clean fuel rule .... Solar Power (SOPW) 100Mw or more Panama deal with US comp alliance .... TX town rejected new oil/gas well rules. Industry fighting local control .... US shale, Canada oil sands ~18% of global production, ~50% of global capex of late .... Solar Frontier, Welspun 100Mw thin-film solar supply deal in India .... Spain comp turned on 14Mw wind farm for 14M Euros. 1st Spain wind without subsidy. To sell on wholesale mart. Only wind built in Spain in '14 .... Mitsubishi, Toho developed 450Kw natgas cogen power plant. April 1 market launch. Gen efficiency 42%, overall efficiency near 82% .... Nordex follow up contract for Uruguay wind power .... Eaton solar inverter deal for 73Mw Cal solar project .... Wave Energy Scotland 7M Pound R/D funding program .... Blackbird plans 100Mw sea wave power plant in Grenada .... Peru comp to develop 109Mw wind project .... Bacardi using biomass to distill gin .... Power use spikes with indoor marijuana growing. Obviously. But utilities that may have to deal with it have to prepare to deal with it. (Ohio coming up! Ohio?!. I know! I don't think so.) .... NO2, ozone could lead to more sneezing in allergy season. (Already gittin it.) .... EPA probing suspected methyl bromide poisoning in Virgin I. Also found health risks from paint stripper compound .... Rio mayor laments failure to clean waterway before Olympics .... Iran, facing water crisis, turning to Israel-pioneered conservation methods. Onward. Upward.

TUESDAY OPEN .... Market flat, mixed. WTI over $47, Brent over $55. New US home sales 7 year high. US core consumer prices up more than forecast .... (stock #s in %) SWET up 28. XDSL up 20. ACFN, RNWEF up 18. PSPW up 13. ALTI, CSUN up 10. SLTD up 10 with volume. BFRE up 9 .... LYSDY down 22, new low. DPSM down 12. LSCG down 8. AXPW down 3, new low.

MONDAY CLOSE .... Market down 11/15/3. WTI over $47, Brent over $55. US natgas down to $2.72. (Implosion threat if rigs not taken offline.) Russia GDP down 1.5% in Jan .... ALTI up 45 on bounce. LYSDY up 25. CHGT up 19. CCTC up 19 with news. Double on year. SLTD up 15 with volume. BSRC up 12. Up 9x on year. ACFN up 10 with volume, recent double. HYSR up 10. ZNNMF up 10 with volume. Over triple on year. CSUN up 7 .... SSOL down 24. ASPW down 21. WWPW down 19. NGLPF down 14. BBLU down 11. AWSL down 10 with volume. LEDS down 10. MMMW down 10, new low. AXPW down 8, another new low with volume. (Where the hell's this bottom? Energy storage dealio.) CABN down 1.

FOR EVERY COAL POWER PLANT THAT CAME ONLINE GLOBALLY IN LAST 5 YEARS, 2 were put on hold or killed: report .... German hard coal imports record high 56.2M metric tons in '14, up 6.2% over '13 .... German crackdown on coal power plants with new emissions limits. (So far all I know about it.) .... UK hiding real cost of clean/renewable power: Brit think tank. Will end up being "most expensive policy disaster in modern Brit history." (Yea, right. That award may go to Iraq war.) UK green spending projected to rise .... US oil/gas drillers filed suit v. new Fed fracking regs for public/Native Nations land .... IBM, Honeywell, others joining Feds on GHG emissions cuts .... Probable US Supreme Court showdown over EPA air toxics rules. (Clean Power Plan.) .... Mexican oil comp plans to reduce emissions 35% .... Except for projections, most info on US oil/gas production lags real time by at least 6 wks .... Heavy new fighting in Libya over weekend. But unity govt deal may be days away .... China apparent oil demand up 3% in Jan, Feb to 10.43Mb/d .... Ukraine wants to double its natgas transit fees to Europe .... Solar Power (SOPW) got 20Mw project in Inner Mongolia. Online in June .... Chevron, Exxon, Shell have packed up near all fracking wildcatting in Europe, Russia, China for various reasons .... Sauds likely to increase oil production this year to feed their new refineries .... Venezuela told OPEC they pumped 2.74Mb/d in Feb. Reality closer to 2.34M. Iraq Feb oil production about 540Kb/d more than declared .... Statoil 1st major to publish its payments to governments .... Gazprom deal with Egypt for 35 LNG shipments over 5 yrs. Gaz has 18% world NG reserves .... Eni to invest up to $5B to develop 200M bls, 1.3TCF in Egypt. Eni also made significant NG discovery offshore Libya .... S&P downgraded Nigeria cred. Elections next week .... Canada heavy oil prices under $30. Oil sands producer defaulted on debt, another close .... US oil rig count down 41 more to 825. Down 784 since Oct 10 .... In Permian Basin (W TX, NM), most rigs shutting down less-productive vertical rigs, keeping horizontals. (Yes, I even have an early '80's story about that.) .... Total US petrol demand avg 19.3Mb/d in Feb, up 1.5% over Feb '14 .... Pakistan nuke power target 40Gw by '50. 755Mw now going to 3.5Gw by '21 .... Terra Sola (Bahrain) $3.5B MOU to develop 2Gw solar in Egypt .... Jinko Solar to deliver 75Mw to hybrid wind/solar AZ plant. Jinko delivered 400Mw to US in '14. So far '15 signed up 750Mw. (Already reported, but new fact I think. Hybrid wind/solar.) .... Acciona 65Mw wind turbine contract for 195Mw Brazil wind farm all online by '18. Assembly plants in Brazil .... TRIG (UK) bought 7.2Mw solar farm for $12.8M. Portfolio now 446Mw .... China goal 18Gw solar installs '15, up from earlier 15Gw goal .... SKI to build 24Mw solar in Japan. $71M. Online late '16 .... Bain fund to buy Japan Wind Development with tender at 25% premium. 580 yen/share ($81M). More with warrants .... 2 Scandinavian wind power developers merging $3.5B development pipeline - 1.6Gw across Finland, Norway, Sweden .... IKEA buying 38Mw more wind power in Poland .... Bolivia to tender 48Mw wind power in '16 .... Helius cancelled 300M Pound biomass project .... Sunrun next big solar IPO. Current val $1.3B .... US NPS maintenance backlog up to $11.5B .... 2 more trains derailed over weekend in US. Coal, solvents on board .... "Roundup" pesticide "probable carcinogen": WHO. (Yes, I sprayed that too from me plane. Partly why I got out of spraying after 2 yrs. And hard red winter wheat after 3 seasons. And try not to eat wheat or US grains now.) .... Japan rejecting whale meat over pesticide fears. (Pesticides in fish?! Yup.) .... Wild horses deployed to former Czech Soviet base to save biodiversity. (I think I just herd Michael Martin Murphy singing "Wildfire" somewhere in Taos.) .... Locals gaining authority in fight v. illegal logging in Pakistan .... Onward and upward, pards.

MONDAY OPEN .... Market up 48/flat/4. Volume light. WTI over $47, Brent over $56. New tribal conflicts in S Iraq where most oil production is .... (stock #s in %) LYSDY up 25. CHGT up 20 with news. ACFN up 17. BSRC, ZNNMF up 12. CBAK up 11. BOPO up 9, new high. CABN up 5 more. NTCXF up 3 with news .... MMMW down 24. AWSL down 12. XSNX down 10. OOIL down 6, new low.

US WILL NEED $240-320B OF NEW POWER TRANSMISSION LINES INVESTMENT THROUGH '30. Clean Power Plan will require at least $1.5-2.5B additional investment just for extra security. Southeast, Midwest will see most coal plant retirements - 38Gw, 17Gw respectively. Pure play for powerlines: ITC (NYSE) .... MISO grid will need $500-750M investment next 5 yrs to keep system safe .... First Solar cell efficiency up 1% in '14 to 14.4%. New factories in Malaysia test results reaching 20.5%. FSLR reported $1.89 EPS 4Q14 .... Eagle Ford, Bakken, Niobrara shales expecting combined 24Kb/d production decline in April. Permian Basin expected to climb 21Kb/d .... Russia considering delaying $55B natgas pipeline from Siberia to E China so they have money to finish pipe from existing Russia NG fields to W China .... Brit's N Sea Brent field now produces just 1Kb/d .... New Fed regs for well casing, water disposal, chem disclosures for fracking on Fed lands that account for 11% of NG, 5% US oil production.

FRIDAY CLOSE .... Market up 168/34/18. Volume very heavy (options Friday). WTI over $45, Brent over $56. 137 dead in Yemen mosque bombings. Who cares which side wins of Muslim war except them. Let them all kill each other over whom was right side of Mohammed's legacy. Oy. Quite the shame they couldn't grow up in 14 hundred years. Fuggit about them. They're crazy idiot nuts. Very sad they can't think it out .... S&P lowered Nigeria rating. Russia rebounding despite sanctions. FTSE record over 7K .... (stock #s in %) BOPO up 60 with volume. HQCL up 32 with volume. ACFN up 23 with volume. BFRE, GTATQ up 20. CSOL up 18. SLTD up 13 with volume. SWET up 13. LEOM, EVSI up 12. XSNX up 8 with volume, big spread. AWSL up 7, new high with volume, news. CREE up 2 .... ALTI down 45, new low with volume. CHGT down 22, new low. LYSDY down 21, new low with volume. PSPW down 16. AXPW down 15 with volume, big spread. MDDD down 14. VSPC down 11. GPRC down 10.

GLOBAL WATER DEMAND WILL EXCEED ITS REPLENISHMENT 40% BY '30 if current use trends continue: UN report. 80M new people/yr lately. Population now 7.3B. Ag uses ~70% of water globally, up to 90% in least-developed countries .... Extreme weather records for US east, west coasts recently: NOAA .... Arctic sea ice hit record low winter peak this year .... MIT scientist links Cyclone Pam to global warming climate change .... Emissions down 3.7% in EU carbon trading system with new clean/renewable power use, less coal power .... China new financial boost for alternative fuel vehicles .... German wholesale power prices fluttered with eclipse today. Utility operators went overtime to keep grid supplied .... Farming Africa's wet savannahs would have high climate cost: study .... Iowa gets over 27% of its energy from wind power. S Dakota 26%. Kansas 19% .... EVs can make cities cooler, healthier: study. (Especially with clean power sources for charging.) .... US on track to break '70 oil production record .... At least 80% difference in GHG emissions/bl between worst, best crude oils. Alberta tar sands worst, Kazakhstan oil best .... Brit rescue of N Sea oil/gas producers. 1 tax reduced to 20% from 30%, another for older fields down to 35% from 50%. Could boost UK oil/gas production 15%, incentivize 4B Pound investment .... Saud Jan oil exports highest in 9 mo to 7.47Mb/d .... Turkey broke ground on $10B natgas pipeline from Azerbaijan. Expected to supply Europe with 31BCM/yr .... 13.5M Brit households could save up to 2.7B Pounds - 200 Pounds/yr/house - by switching power suppliers .... Stion completed 100Kw rooftop solar at Cal beverage distribution center .... 2-comp JV to build 1B baht 10Mw waste-to-power plant in Thailand .... Jinko Solar supplying 75Mw for hedge fund AZ project. Jinko signed 750Mw up in US so far this year. Opening $100M factory in Malaysia in May to avoid US, Europe duties .... National Australia Bank issued $159M of bonds to finance 71Mw of wind power. US investors. NAB offered A$300M climate change bonds in Dec. (Despite govt head-in-sand position.) .... Vestas 122Mw order from Sweden. 1Q16 delivery, online 2Q16. Vestas over 1Gw sales in 1Q15 .... Scotland began $112M program for low-carbon infrastructure like home heating, transportation improvements. 33M Pounds from Euro Regional Development Fund .... US oil export ban limits geopolitical influence, affects cred on free trade arguments on rise. (US may tweak or stop the ban.) .... Innovative solar tariff in Singapore. (I guess details coming.) .... Cal Propel stations debuted cost-competitive biodiesel using Neste oil from waste, residue .... Hawaii committing to B20 .... DOT pipeline rules amended to include ethanol as hazardous .... Biofuels must be sustainability certified to get S Africa Climate Bond funds. Minimum 60% GHG emissions reduction .... Oil lobby suing EPA for "ignoring" duty to issue '14, '15 RFS .... Malaysia to reintro crude palm oil 4.5% export tax in April. Indonesia expected to follow. Indonesia may go to B15, though, to support palm oil .... US final rule for drilling, fracking on Fed land. Frac Focus in, waste pits out .... US defense officials put climate threat on par with terrorism threat .... Gates Foundation $1.4B stake in fossil fuel investments at issue .... Beijing closed another coal power plant.

FRIDAY OPEN .... Market up 150/35/16. Volume very heavy (options Friday). WTI over $45, Brent ~$55 .... AXPW up 36 with volume, quick double in turnaround. EVSI up 16. HQCL up 15 with volume. AWSL up 12, new high with volume, news. SOPW up 10 with volume. XSNX, CABN up 6 .... LYSDY down 19, new low with volume. PSPW, MDDD down 16. GPRC down 14. SSOL down 10.

THURSDAY CLOSE .... Dow down 117, Naz up 9, SP down 10. Volume light. WTI over $43, Brent over $54. US natgas down to $2.86. Arctic sea ice smallest winter size in 35 yrs .... (stock #s in %) MMMW up 48. LMRMF up 31. CCTC up 24. AXPW up 12 with volume after hitting new low. AWSL up 12. BBLU up 9 with volume. HQCL up 9. ADES flat after new high .... LEDS down 17. BLQN down 15. BSRC, PTOS down 11. WWPW down 9 with volume, huge day spread. OOIL down 5, new low. OLED down 4 after new high.

GLOBAL PV SOLAR CAPACITY TO REACH 500GW in '19: IHS. 177% above '14 level .... Distributed energy storage market to increase almost 10x next 3 yrs: Navigant. Over 2Gw installs by '19. Total global cap expected to exceed 12Gw by '24 .... 48K wind turbines now operating in US, territories. Bird deaths a real issue. (Need horns or something.) .... Costa Rica energy mix 100% clean/renewable so far '15 .... When legally liable, comps don't dispute global warming climate change .... Coastal areas lost 65K square miles of wetlands, forests over 15 yrs: NOAA. (I think this is just US. Not sure. It would cost me money to find out.) .... Large rivers under Antarctica glacier pose sea level rise threat: study .... Drought emergency declared in 2 Oregon counties. Snowpack too low .... Australia farmers facing 1st serious threats from global warming climate change. Tasteless carrots, sunburned apples, etc .... Scientists documenting rapid decline in Amazon's ability to soak up carbon .... Obama ordered cuts in Fed GHG emissions. 40% cut by '25 .... China onshore wind installs may exceed 23Gw this year, over 1/3 global total expected near 60Gw. China installed 21Gw wind onshore in '14 .... Japan cutting solar tariffs another 16% beginning July .... Japan clean power surcharges to double for homes to avg $47 (I guess/month. A lot of sloppy reporting in media these days.) .... Japan nuke reactor cleared reg hurdle .... Nearly all fuel in Fukushima reactor melted: TEPCO .... Mineral (mining?) on Fed lands generate 21% of US emissions: report .... Bidders barely showed up for latest Fed lease sale for offshore drilling .... Saud oil exports, shipments highest in 11 months .... OPEC minister: "we have no choice" on output .... Total OPEC crude only production down 138Kb/d in Feb .... Oil prices forcing Kuwait to consider taxes .... US crude inventories up 9.6M bls last week. Cushing storage at highest level on record at 54.4M bls .... Algeria began talks with oil producing countries to rally oil prices .... Sunnova offering solar ownership to US residential customers. No money down, monthly payments lower than previous power bills, service warranty .... Dutch coal tax exemption for new, more efficient power plants worth 4B Euro to operators of applicable plants .... Alstom OK'd to proceed on 5 6Mw offshore wind turbines for Deepwater Wind (US) developers .... Siemens to build 4.4Gw combined-cycle natgas power plant, wind turbine blade factory, 2Gw wind power in Egypt. 6.6Gw more CCNG power proposed .... Sky Power to build 3Gw PV solar in Egypt next 4 yrs .... Tesla (TSLA) OK'd for direct sales in NJ .... Vestas to supply 48Mw in China .... Next Energy Solar Fund (UK) to buy 6.5Mw solar farm in Britain for ~$11M. Britain to end subsidies for new solar plants over 5Mw April 1 .... Senvion supply deal for 332Mw offshore wind in N Sea .... Jin Cai to develop 700Mw solar in China .... ABB 900M Euro order for German/Norway power interconnection .... SPI Solar (SOPW) JV to develop floating solar projects .... Clean Energy Collective, Morgan Stanley unit to boost solar deployment in Mass .... "Great" Maryland chicken manure compromise for runoff into Chesapeake Bay.

THURSDAY OPEN .... Dow down 127, Naz up 4, SP down 12. WTI ~$44, Brent over $54. US leading indicators up .2% .... (stock #s in %) MMMW up 44 with news. BBLU up 11 with volume, news. CABN up 8 more .... WWPW down 43. BFRE, BLQN down 15. SSOL down 11. OOIL down 6, new low. AXPW down 3, new low. RGSE down 3 with volume.

WEDNESDAY CLOSE .... Market up 227/45/25. Volume a little heavy. WTI over $45, Brent over $56. US natgas up to $2.92. US Fed signalled slow interest rate rise when they start. Canada $ at 6-yr low .... (stock #s in %) XDSL up 25. HIIT up 19. OPTT up 17. ZNNMF up 15. ASTI up 13 with volume after reporting. PTOS up 12. VSPC up 11. WWPW up 10. ADES up 2, new high. JASO up 1 with volume, news. TSLA back up to $200 with news .... MMMW down 36, new low with volume. AXPW down 31, new low with volume. ACFN down 28, new low with volume. BLDW down 24 with volume. CSOL down 18. CCTC down 16. LMRMF down 15, new low with volume. LYSDY down 14. SLTD down 6 with volume, news. XSNX down 3. RGSE down 2 with mega volume.

GLOBAL SOLAR CAPACITY TO NEAR TRIPLE NEXT 5 YEARS: RESEARCH .... In Chile, solar costs ~20% less than coal, ~40% less than natgas .... China set higher solar target .... Medvedev amended power law to boost clean/renewable powgen. Expects solar to benefit most. Grids will have to buy clean/ren despite tariffs 3.5x higher than fossil. 70% local content rule .... Sierra Nevada snowpack 2nd lowest on record .... Cal water supply won't last over a year without drought relief: NASA scientist .... Sauds, Kuwait, UAE, Qatar have upped oil rig counts avg 14% in recent months .... US oil production to peak in May .... Paris lowered speed limits to lower pollution .... German court banned Uber (?) .... Vivent solar (VSLR) to offer loans by yearend to customers who want to buy their systems .... US natgas inventories above 5-yr avg .... Elevator shafts lose much of building heat/cooling in NYC: Urban Green Council. $500-$15K retrofits in 4K NYC buildings would save $11M in power costs, 30K metric tons CO2/yr. NYC has 1M buildings. At least. Near 3/4 NYC CO2 emissions from buildings .... EPA clean power plan could spur $1.5-2.5B power line investment next 5 yrs .... FERC denied Cal request for waiver on real-time power market rules .... N Carolina opened door to fracking .... Sauds luring recent unemployed US oil/gas shale workers .... Nevada had 3rd most new solar installs in US in '14. 1st in southwest .... Mass 4th most new solar in US in '14. 1st in northeast .... Qatar comp bought 40% of AES stake in Jordan 241Mw power plant that can burn NG, heavy oil, diesel. Supplies up to 20% of Jordan power demand. Mitsui has other stake .... World's 1st lagoon power plant may get UK subsidies .... Dominion building 2.45Mw solar in Virginia. Land leased from Phillip Morris. Dominion plans to build 400Mw solar in VA .... UK water comp to invest up to $279M on clean power next 5 yrs to protect from power price volatility. Mostly solar, anaerobic digestion. Already operating food waste to power plant .... Demand Energy to install 10 batt systems to store 1Mw for 9 NYC luxury apt buildings. $500K/system. $5/w I calculate. Online by July. EnerSys lead-acid batts. Up to 44Mw power storage in NYC area by mid-'16. Lithium-ion batts can't be used in NYC for storage. US energy storage market estimated to triple this year .... Sun Edison (SUNE) plans 150Mw more solar in Texas .... Georgia PSC OK'd 100Mw solar program .... Fort Collins OK'd 20% clean power by '20, 80% by '30 .... "Defective" graphene makes super efficient fuel.

WEDNESDAY OPEN .... Market down 63/7/4. Volume light with Fed wait. WTI over $42, Brent over $53. UK unemployment at 6-yr low .... (stock #s in %) SWET up 28. XDSL up 25. PTOS up 12. RGSE up 5 with volume. ADES up 2, new high .... ACFN down 32, new low with volume, news. AXPW down 20, new low with volume. CSOL down 18. LMRMF down 17, new low. CCTC down 16. CHGT down 10.

TUESDAY CLOSE .... Dow down 128, Naz up 8, SP down 7. Volume a little light on Fed watch. WTI over $43, Brent over $53. US natgas up to $2.85. Salmonella from raw walnuts: Trader Joe .... (stock #s in %) IFXY up 45. CABN up 20 with volume. SSOL up 18. ZNNMF up 17. HYSR up 16 with volume. SWET up 16. VSLR up 12 with volume. XSNX up 11. RGSE up 11 with news, volume. CCTC up 11. WNDW, PSON up 10. CSIQ up 8. JASO up 6 with volume. SUNE up 1, new high with news .... XDSL down 33. WSGP down 22. MKTY, WWPW down 16. EWRL down 10 with volume. LSCG down 7. PLUG down 5, new low with volume after reporting. FTEK down 4, new low with volume.

GLOBAL SOLAR INSTALLS EXPECTED TO RISE 23% to 58GW IN '15 .... Portions of land along Bristol Bay Alaska opening up to oil/gas development .... Alberta new rules for oil sands waste .... US oil production up 115Kb/d in Feb. Expected to grow 760Kb/d in '15. 1.6Mb/d gain in '14 .... DOE plans 5M bl buy for SPR .... Bakken crude still going for ~$32/bl at wellhead .... Baghdad no longer has money to grow their oil production .... China saving est. $200B/yr on oil imports .... China econ now at ~$10T/yr .... China carbon emissions down 2% in '14 with lower coal use .... 68 nuke reactors under construction in world. 25 in China .... New car sales down 38% in Russia in Feb yoy. Chev sales off 74%. Big increase in prices from imported parts with Ruble plunge .... Saud nuke coop deal with S Korea. (Back up in case Iran goes forth with their nukes. Yea, right, in case.) .... Balkan nations planning new natgas pipe, connecting their pipes .... Palestinian group cancelled $1.2B purchase of NG from offshore Israel field .... Mexico lowered proven oil reserves 3% to 13B bls. (Normal depletion.) Pemex cutting '15 production 100Kb/d to 2.3M .... US oil rig count down 56 more to 866. 709 sidelined last 14 wks .... 12 underground injection wells closed in Cal last week to protect aquifers. Cal has ~50K UI wells .... Oregon 1st state that will collect truck, auto taxes by miles v. gallons. July 1 start. Vehicles to be fitted with real-time monitoring device. (Does that creep you out at all? Oregon?!) .... ACWA Power to build 2Gw solar in 2 stages in Saudi Arabia for $7B .... Masdar (UAE) to build $2B clean coal plant somewhere in area .... Red Rock Biofuels got VC funds for $200M Oregon plant with 12-15M gal/yr cap. To supply Southwest Air with 3M gal/yr. Woodwaste feedstock. $70M Fed grant .... Showa Shell unit to supply 100Mw solar to Welspun for India projects .... RWE lending $45M to Conergy (solar developer). Conergy to install 450Mw this year, up 50% from '14 .... Armenia, Georgia got Euro113M for power transmission line project .... Snow geese dropped dead out of Idaho sky .... Manatee population at record high .... EPA urging PA, VA to step up efforts to curb runoff into Chesapeake Bay .... NJ Senate rejected Exxon settlement .... Japan utilities to scrap 5 aging nuke reactors .... Mumbai running out of room for garbage.

TUESDAY OPEN .... Market down 131/12/9. Volume light with Fed meet. WTI ~$43, Brent over $53. US housing start plunge (from winter) .... (stock #s in %) HYSR up 22 with volume. SWET up 16. RGSE up 14 with volume, news. CERE up 11. WNDW up 5. XSNX up 4. SUNE flat after hitting new high .... WWPW down 13. PLUG down 8, new low with volume after reporting. LTBR down 6, new low. FTEK down 4, new low after reporting. ELON down 1, new low.

MONDAY CLOSE .... Market up 228/57/27. WTI over $43, Brent over $53. US natgas down to $2.70. Dollar 12-yr high v. Euro. US hit $18T debt ceiling. China world's 3rd largest arms exporter. Extensive damage to Saddam Hussein's tomb in Tikrit. Michelle on Ellen. Is US cool or what?.... Healthcare, utilities, industrials led market advance .... (stock #s in %) CERPQ up 296. GPRC up 24. CERE up 19. NTCXF, RNWEF up 15. PSPW up 13. PRHL up 11. CABN up 10. KNDI up 10 with volume after reporting. ABAT up 7. QTMM up 4 with volume. TSLA, FCEL up 3. SUNE up 2. CREE up 1 with news .... ASPW down 30. PSON down 26. SSOL down 22 with volume. XSNX down 20. AXPW down 18, new low with volume. WNDW down 16. CCTC down 13. ACFN down 11. AMTX down 7. HIIT down 6, new low with volume. RVLT down 6 with volume after reporting. JASO down 3 with news.

GLOBAL CO2 EMISSIONS STABLE IN '14 WITH 3% GLOBAL ECON GROWTH. 32.3B metric tons. 1st time in 40 yrs .... Washington State declared drought emergency in 3 regions .... EU likely to impose further sanctions on Chinese solar .... Senate Dems calling for GOP "day of reckoning" on global warming climate change .... 1st wild Galapagos tortoise births in 100 yrs .... Sea lion pups washing up on Cal beaches .... Boston winter snowfall record .... Australia to ban dredge dumping on Great Barrier Reef .... Uber going to EVs .... Europe carbon trading would gain $1.1B from wood-burning power plants .... Sweden, Norway boosting clean power target. 2Twh/yr more to 28.4Twh by '20 from '12 level. Goes in effect Jan 1 with lawmakers' approvals .... India made sharp cuts to energy, climate budgets .... 9 pending enviro cases in Cal Supreme Court .... China vowing tougher regs on air pollution. They're also moving their major polluting industries out of country .... Solar City (SCTY) to build independent microgrids for cities, rural towns, campuses, military bases. US Bank, ORIX tax cred syndication finance .... Brazilians calling for president to leave over bribery scandal at Petrobras .... Seattle residents roiling over Shell port lease for Arctic drilling .... DOT proposed sweeping rewrite of oil pipeline safety rules .... Cal increased proposed penalty to $1.6B for natgas pipe explosion .... Defective rail tanker valves leaked oil for yrs .... Queensland to ban uranium mining .... 71M bl storage cap at Cushing OK. More storage in construction. If filled at current rate, near 4 months before full. Refiners will pick up 1Mb/d after maintenance, fuel switch, strike settled .... (Shouldn't US be adding oil to Strategic Petrol Reserve at these prices?) .... Across US, crude inventories at 60% of cap: EIA. Total cap (sans SPR) 521M bls. 320M now in storage. Oil producers could add 1M bls/week to storage for almost 4 yrs before full .... World oil demand up 1.1Mb/d in Feb. Production flattened out. Surplus fell to .56Mb/d .... US oil production to peak 2Q, 180Kb/d drop in 3Q: EIA .... Avg fuel econ of US vehicle fleet recently declined with SUV, pickup buying. Seasonal gas demand highest in 4 yrs .... Record Dec US vehicle miles travelled .... Glut of LNG cap. Prices far below extraction, shipping cost .... '11-'14, inflation-adjusted price of Australia coal down 41%. Rubber down 58%. Iron ore down 59% .... US inflation-adjusted wages since '07 flat to down 6% by education level. (Raise pay, people. Raise wages.) .... GE delivering 2.6Gw of turbines to Egypt. 34 aeroderivative gas turbines, 12 heavy-duty gas turbines .... GE Capital selling Australia/New Zealand unit for over $6B .... Dyson bought US batt producer for $15M. 2x energy density of lith-ion batts, longer life, safer .... JA Solar (JASO) supplying 35Mw more for Guatemala plant. 60Mw in '14. Largest farm in Central Am when done. JASO to ship 3.6-4Gw in '15 .... Siemens order for 45Mw of 3Mw turbines for onshore Belgium farm. $74M (new price point? Or just local shipping?). Online by Nov. Farm may reach 150Mw .... Renewables Infrastructure (UK) raising money for clean power. Raised $444M in '13 .... Scatec Solar (Norway) to build 50Mw plant in Egypt. Plans for 150-200Mw next 2-3 yrs, over $300M. Egypt plans to support 4.3Gw solar, wind by '18 for 20% clean powgen by '20. 12% now .... JFE finished 26Mw solar in Japan for health foods comp .... China 3 Gorges investing 500M Euro in EDP's Portugal, Brazil projects .... Fortum selling Swede power distrib biz for 6.6B Euro .... Food Biz School spinoff from CIA to overhaul food industry sustainability/energy profile .... Amtrak overpayed BNSF $9M for track usage over 4 yrs. Amtrak settled for $1.4M. (Come on, Warren. Play nice.) .... Obama plan to track fish from boat to final buyer .... DOJ to appeal ruling that reduced BP max fine for Gulf spill .... Shell pulling back from developing S Africa shale.

MONDAY OPEN .... Market up 168/36/17. Volume light. WTI over $43, Brent over $52 .... US manufacturing down in Feb, 3rd month in row. Net neutrality going to court. Putin back, put troops on full alert in west Russia drills .... (stock #s in %) CERE up 34 with volume, news. GPRC up 24. WEST up 14 with news. CABN up 14. KNDI up 10 with volume after reporting. ZAAP up 10 .... AXPW down 20, another new low with volume. LMRMF down 20. SSOL down 17 with volume. XDSL down 16. XSNX down 15. EVSI down 12. BFRE down 11. ELON down 1, new low.

PUTIN'S GONE STEALTH MODE? .... US warned western oil workers in S Arabia of attacks, closed embassy for 2 days .... Kurd, Christian forces gaining on ISIS in NE Syria. US airstrikes .... Evidence ISIS used chem weapon: Kurds .... Final assault by Iraq/Iran forces on ISIS in Tikrit soon .... Militia alliance fighting ISIS-allied group in Libya.

US SOLAR PV MARKET $13.4B IN '14. (Previous report put '14 US solar investment near $18B.) Forecast to grow 31% more in '15. US solar industry now has more employed than Apple, Google, Facebook, Twitter combined .... China will meet its '15 solar target by adding 5Gw more this year .... Japan wants to add 24Gw solar by '20 .... Abengoa (ABGB) closed $660M finance for 100Mw CSP project in S Africa .... Trina Solar got 48Mw of solar project supply contracts in India .... Global GHG emissions flat in '14 v. '13 despite econ growth. "Haven't seen this before": IEA official. China coal use, overall emissions down in '14. But Japan could see 7.6Gw new coal power cap next 10 yrs .... International shipping 3-4% of global CO2 emissions, let alone SOx, NOx, particulates, etc. By '20, sulfur emissions from ships must drop to 1/3 of current standard for US road vehicles. LNG propulsion may be future. Ports have to build infra 1st. Clean Energy Fuels (CLNE) (Pickens) building infra in Jacksonville, online by yearend. United Arab Shipping amassing huge fleet of LNG-powered ships, est. 36 now in construction. Forecast globally over 1K by '20, 600-700 more retrofits .... India oil stockpiles expected to reach 6.5-7M bls this year. Capacity may increase to 28M bls this year .... N Dakota Jan oil production avg. 1.19Mb/d, down 3.3% from Dec record. Well completions dropped from 183 to 47 .... Vanuatu "completely devastated" by super cyclone .... Strawberries top list of pesticide-laced foods.

FRIDAY CLOSE .... Market down 145/21/12. Volume normal. WTI over $44, Brent over $54. US natgas down to $2.71 .... (stock #s in %) CGYV up 25. PSON up 23. XSNX up 10 with heavy volume, large day spread. AWSL up 10 .... PSPW down 24. AXPW down 23, new low with volume. (Are they going to survive?). AMTX down 13. LSCG, LYSDY, OPTT down 11. HIIT down 10, new low. RGSE down 8 more with volume, coming back to recent bottom. QTWW down 6 after reporting. OESX down 3, new low. ENOC down 3, new low with volume.

OVER HALF OF INVESTMENT IN NEW POWER GEN GLOBALLY NOW IN CLEAN/RENEWABLE .... $260B/yr investment in clean/ren globally last 5 yrs .... Green bond issues for low-carb projects over $36B in '14, more than triple '13 .... PV solar prices down over 80% since '08 .... PV solar grid parity in 80% of countries in next 2 yrs. Already less than grid in 42 of 50 largest US cities .... Industrial aps of energy efficiency can deliver 100% payback in 5 yrs .... Latest wind turbines produce 15x more power than in '90 .... Energy storage expected to drop to $100/Kwh next 5 yrs from $250 now .... Warmest winter in Oregon, Wash since Dust Bowl. Record low snowpack .... Unusually mild winter in Lapland .... China needs CO2 cap to meet emissions pledges: official .... Tentative agreement to end US refinery strike .... If climate damages figured into US fuel pump prices, gasoline would be $6.25/gal, diesel $7.72. (And then there's govt subsidies for fossil industry.) .... Alaska Railroad wants to ship LNG to Fairbanks area. (Yea, that should go well.) .... Lawmakers in over a dozen states trying to ensure they get final say on states' response to EPA clean power plan .... Canada jumped ahead of US with rules for oil trains .... India plans to develop 20 hydropower projects totaling near 11Gw .... Bakken oil production down in Jan. (Usually is in dead of winter.) .... LA allowing free gardens on city land between sidewalks, streets. Was $400 permit .... Miss Power fired up gasifiers at new power plant. Lignite coal to syngas to power turbines. Online 1H16. "Like sticking lighter out moving car window, keeping it lit." Designed to capture 65% of CO2 emissions .... Arlington TX to save $14M with LED street lighting .... Enel connected 61Mw wind power to Chile grid. Enel '14 net profit down 32% .... 49Mw wind project started in Pakistan with Hydro China .... 10Mw hydropower plant online in S Africa .... Enel's Spain unit, Nissan to tap EVs for home/grid power/storage. To bring systems to market .... Dow Chem to buy 200Mw of TX wind farm power. Online 1Q16 .... About 900Mw wind installs expected in US this year .... IADB OK'd $100M finance for biofuel, sustainable ag projects in Brazil .... Turk comp to build Croatia's 1st geothermal power plant. 10Mw for $33M online in '17 .... Vattenfall 1.66B Euro of new bonds to refinance .... Xcel Energy bought 140Mw solar power from Next Era Energy .... Adani plans $3.1B clean power park .... Overhaul of EU sustainable rules could boost econ $318B .... Sauds get 65% of power from oil. (And solar is cheaper than $10 oil in that part of world.) Kuwait 71% from oil. Yemen near 100% .... Northeast US power regulators want stricter ozone standards .... DOE shifted research focus from cellulosic ethanol to drop-in biofuels .... Porsche may compete with Tesla (TSLA) with EVs .... Australia banned import-export of lion parts .... Dutch confirmed 1st wolf sighting in 100 yrs.

FRIDAY OPEN .... Market down 191/12/10. Volume a little light. WTI over $45, Brent over $56. US wholesale prices down again. Russia lowered key rate to 14%. Canada unemployment up to 6.8% .... (stock #s in %) PSPW down 27. AMTX down 17 after reporting. LSCG, XDSL down 16. LYSDY down 14. QTWW down 11 after reporting. HITT down 10, new low. NANX down 10. ENOC down 4, new low. OESX down 1, new low.

WIND COULD SUPPLY 35% US POWER BY '50: DOE. (What % is it now? I don't know.) .... Asian Development Bank launched its 1st green bond .... Dubai 200Mw solar plant makes power cheaper than $10 oil, $5 natgas. 5.8 cents/Kwh .... 2nd OH drilling ban dropped by court .... DOE probing need for emergency stockpile of power transformers .... Myanmar push for ag expansion destroying forests, driving conflict: report .... Cal to work with Dutch province on climate, clean power advances .... First Solar (FSLR), partner ready to turn on 1st 25Mw of 102Mw, $220M plant in Australia. All online by July. Also building 53Mw plant in Australia. Australia has highest avg solar radiation per square meter of any continent. Up to 4Gw solar forecasted to be installed there by '22 .... US crude inventories up 4.5M bls last week. Production up 42Kb/d: EIA .... Brits developing urinal that feeds urine to stacks of microbial fuel cells to gen el. They want to use them to light up refugee camp bathrooms .... Suzlon commissioned 65Mw wind plant in Uruguay. 2.1Mw turbines. Uruguay had 700Mw wind power at end of '14, up from 59Mw end of '13. Expects to end this year with 1Gw .... Blue Earth (BBLU) got $10M finance for 40% stake in 2 combined heat/power plants in Canada, S Carolina costing $35M .... Next Energy Solar Fund (UK) to buy 21Mw solar plant in Essex for ~$34M. 3.2M Pounds for 2.6Mw more solar at Sussex. Rush to complete projects before govt subsidies end April 1. Then solar must compete with onshore wind. Solar ~$142/Mwh, onshore wind ~$82, coal ~$90 .... Copenhagen Infrastructure bought 39Mw biomass project in UK for $227M. (Seems expensive.) Local waste wood feedstock. Online in '17 .... Appeals court dropped manslaughter charges against BP supervisors in Gulf of Mex blowup.

THURSDAY OPEN .... Market up 168/24/17. Volume a little light. WTI over $47, Brent over $57 .... (stock #s in %) BSRC up 31. DPSM up 18. ABAT up 13. JASO up 2 with volume after reporting .... BFRE down 26. AMLM down 18. AETI down 4, new low.

GATES with Hanks or Clooney on American Party ticket for '16 US presidency. That's how I'm feelin'.

SOLAR TO BECOME MOST AFFORDABLE POWER SOURCE in many areas of world next 10 yrs: Fraunhofer. 4-6 cents/Kwh by '25 in central, south Europe .... US has 15% share of trillion dollar global clean power market: report. (Sure could have been more by now. Why not? Politics.) .... Mass ready to more than double installed solar cap next 5 yrs: state energy/enviro officer. 751Mw now .... Ontario auction of 565Mw clean/renewable power .... India plans to add 100Gw solar by '22. (Keep that in mind, pards.) .... Politics blocking efforts to respond to global drought: UN official .... Few US investigators for crackdown on seafood fraud. (I, for one, like to know my seafood is good. Come on, pards. Let's get things better for our kids and grandkids.) .... New Zealand enviros threatening to poison baby formula over pesticide use. (Way over the line, Kiwis. Way over. Choose another tack.) .... Oregon low-carbon fuel program extension about to be law .... N Carolina hit Duke with $25M fine for groundwater contamination from coal ash .... USFS effort trying to save MN trees from beetle that thrives with warming .... Entergy Nuclear suing NY over coal plant restart .... NuGen Capital bought 4Mw solar farm in Mass. Power going to 2 local munis .... 50% solar tax cred in Louisiana .... NRC extended Ameren nuke plant license 20 yrs to '44. 1.2Gw. MO's only nuke. 76 US nuke reactors relicensed 20 yrs so far, 18 under review. Nuke waste being stored on site for 100 yrs at a time .... Sustainable Power buying stakes in 16 N Carolina solar farms from FLS. 63Mw. Duke buys the power .... UK comp to build $21M wind farm. Online by yearend. 5 turbines (I guess ~2Mw each) .... Onshore wind farms at 8.2 cents/Kwh. Coal 9.1 .... CECEP Wind (China) to raise $479M to help fund 550Mw wind power. Selling 315M shares .... GE chose Paris for clean/renewable power HQ .... E.ON to create clean/renewable power spin-off.

WEDNESDAY OPEN .... Market flat, mixed. Volume light with Fed wait. WTI over $48, Brent over $56 .... Putin pulled out of '90 arms treaty with West .... (stock #s in %) BSRC up 31. SSOL up 21. CABN up 19. LMRMF up 15. CCTC up 14 with volume. QTMM, ZAAP up 14. SZYM up 13 .... SPIR down 13. EVSI down 12. AXPW down 10, new low with volume.

TUESDAY CLOSE .... Market down 332/82/35. Volumes normal. DJ, SP fell through 50-day lines. WTI over $48, Brent over $56. US natgas up to $2.72. Dollar up, market down. Go fig. US job openings at 14-yr high. More Russian tanks, arms crossing Ukraine border: US official .... (stock #s in %) BFRE up 33. AWSL up 30. AMLM up 15. CHGT up 11 after reporting. NENE up 8 with news .... LSCG down 17 with volume. LMRMF down 17. SSOL down 16 with volume. WPRT down 15 with volume after reporting. CSUN down 15 with volume. SWET down 14 with volume. GPRC down 14. ZNNMF down 12. NTCXF down 7. AMPD down 5 after new high with volume.

US SOLAR POWER INSTALLS ~6.2GW IN '14, 30% OVER '13. ~$18B investment. Residential installs ~1.2Gw, ~3.9Gw utility-scale, ~1Gw commercial. Solar almost 1/3 new powergen capacity in '14. Over 8Gw expected in '15 .... Canada's winter temps up 4.5*F '51-'05, near 3x global avg increase .... Fossil fuel prices don't reflect true cost of carbon: report .... China air pollution could be cause of US east coast bad winter: NASA .... Oil palm expansion threatening Peruvian Amazon .... At least 2 coal mining comps scrapped major mining plans in west US in recent weeks .... Venezuela giving US 15 days to come up with plan to drastically shrink embassy staff .... Sierra Nevada snowpack could be lowest in 25 yrs .... EU needs more aggressive policies to meet '50 GHG emissions goal: report .... Bulgaria, Estonia, Sweden already hit EU clean/renewable '20 target .... Clean/renewable power 13% of US powergen in '14. (~33% with nuclear) .... Japan may more than double geothermal powgen cap by '30. 520Mw now. May add 350Mw-3Gw hydropower. 47Gw now. Biomass may increase to over 4Gw from 2.5Gw now. No estimates for wind, solar .... FERC OK'd natgas pipeline to New England. Online late '16 .... Whiting - big Bakken oil producer - on auction block .... First Solar (FSLR), Sunpower (SPWR) joint yieldco to hold 432Mw, 39Mw of it residential rooftop .... Exxon ignoring sanctions, snapping up oil drilling rights in Russia, boosting rights to 64M acres in '14, up from 11.4M at end of '13. Holds rights on 14.6M acres in US .... Door opened to Turkey to explore oil in Kurd Iraq .... Egypt plans to repay $3.1B debt to energy comps by mid-'16, pushing it forward a year .... Nigeria delay settling over $1.4B debts owed fuel importers. Deeper gasoline shortages from drastically cut imports .... US drillers idled 64 more oil rigs last week. Now 922 operating .... Over 3K US wells drilled, but holding off fracking until prices recover .... US Gulf of Mex oil production to reach 1.52Mb/d in '15, 1.61M in '16. 5 deepwater projects started up in 4Q14: EIA .... US petrol products exports record avg 3.8Mb/d in '14, up 347K from '13: EIA .... Occidental agreed to out-of-court settlement with Peruvian Amazon tribes after 8 yrs of litigation .... China wind farms produce more power than US nuke plants. 115Gw to 98 .... China crackdown on coal-related air pollution to take toll on N Korea econ. Coal, iron ore 60% of N Korea's exports to China .... Fuji El, German partner to supply equipment for 45Mw geothermal project in Iceland. $42M for equipment. Plant online late '17 .... Areva, Gamesa forming JV to build, install offshore wind. 2.8Gw pipeline in development. Wants to control 20% of Europe market by '20 that may reach 39Gw offshore wind .... Gestamp Solar to build 25Mw plant in Japan .... Walmart, Cargill, Tyson, McDonald's joined sustainable beef roundtable .... BLM, Cal to rework desert solar plans after public criticism .... China commission OK'd 2 new nuke reactors .... Japan PM vowed new 5-yr Fukushima recovery plan.

NUKE WASTE, ARSENIC FOUND IN DUKE UNLINED, DRIED-UP COAL ASH BASIN IN SC. High levels of arsenic in groundwater. Plant's former owner got Fed approval to put low-level nuke waste there instead of shipping it to WA. Duke may cover the basin so rain won't take more toxins to groundwater (in theory). Or dig up the ash, ship it out. But digging up ash could take radioactive material airborne .... Little progress in US refineries strike .... US natgas rigs down to 268, lowest since '93 .... Kurds got 1st payment of '15 from Baghdad .... Syria, Hezbollah recapturing towns held by moderate forces .... Obama expanding Venezuela sanctions .... Genera Energy switchgrass harvest efficiency record with field chopping system .... Miscanthus beats switchgrass, corn stover for yields, costs of cellular ethanol production: U of IL study .... Ascent Solar (ASTI) partnering with US consumer electronics retailer Micro Center .... S Korea next-gen nuke reactor passed prelim NRC review. Longer lifespan, less cost to gen power. Final review in '18 .... Alstom 58M Euros from Sinohydro for 6 100Mw turbine gensets for Uganda hydropower project .... Uruguay utility to build 141Mw wind farm for $321M. German bank loans for 70% of costs. Online in '16 .... "Bionic leaf" breakthrough from Harvard. Sunlight to H + C to make fuels. NREL has artificial leaf with 12% efficiency. Nature's is 1%. But NREL system 25x cost of competition. Cal Tech working on it too with $116M DOE grant .... Principal Solar to build 73Mw farm in N Carolina. $154M. Online in '16. Buying from Innovative Solar Systems. Duke to buy the power .... Hanergy Thin Film Solar (Hong Kong) working with "unproven" tech, discloses few details: Bloomberg. $36B valuation, up 5x last 12 months .... Japan utility to build 7Mw wood biomass power plant.

TUESDAY OPEN .... Market down 235/66/23. Volume normal. WTI over $49, Brent under $57 .... (stock #s in %) MDDD up 20. BFRE up 17. AMLM up 15. CCGI up 11 .... DSTI down 42. LSCG down 17. WPRT down 16 after reporting. ENZR, SSOL, LYSDY down 11. BBLU, WEST down 10.

2 WEEKS LEFT IN IRAN NUKE NEGOTIATIONS. Iran unemployed 20%, inflation 25%, $100B assets frozen abroad, serious air pollution getting worse (oil products sanctions.) .... Syria uprising partly from severe drought '06-'09 caused by global warming climate change: NAS study .... Canada duties on China solar products enacted March 5 .... India may cut roof solar subsidies in half .... US Supreme Court ruled unanimous that agencies don't have to post public notice for interpretative rule revisions. IRS, DOE, etc. affected. (Well, G, good transparancy, A?) Unanimous?! What the hay?! When do they ever go unanimous? .... Florida officials banned the term "global warming" .... Most of canned tuna sold in US not "ocean safe": Greenpeace .... Denali's air quality ranks among top in world: study .... US E coast liberal senators object to offshore oil/gas leasing. (O those liberal senators.) .... US public transportation ridership highest since '50's. (Well, there's a lot more of us since '50's.) .... New tires could generate power .... EPA started air tests in Cal residential areas .... Poachers killed near 1M songbirds at Brit military base on Cyprus: report .... Paris police arresting activists protesting nuke power .... Next Era Energy wants to buy 250Mw Jacksonville coal power plant to shut it down in 2-3 yrs. $520M dealio. Would save customers ~$70M, elim ~1M tons carbon emiss/yr. FL Power paying $120M/yr for capacity/maintenance with annual increases on deal expiring in '24. (Really!) .... US western states want to make seasonal time change permanent. (Which one? Hopefully the one we get more sleep.) .... Adjusted for inflation, 1970 $13 oil would be $78 today. (Kids, check out inflation. 6x in 45 yrs. Do the math. Use it to your advantage.) .... New US rules April 1 to require shippers to reduce volatility of light crude on trains .... (More coming, obviously. Soon.)

TESLA (TSLA) JOB CUTS IN CHINA, SALES SLOW WITH CHARGING CONCERNS. Comp also says Nevada battery factory project going forward .... Solar-powered plane started around-the-world flight .... Thai oil refiner issued "green bond" .... Vestas, Mitsubishi JV stopping commercialization of 7Mw offshore wind turbine to focus on Vestas 8Mw turbine .... PSC of New Mex adding wind, solar to power mix .... Ukraine $15M payment to Gazprom March 5 for 5 days of full natgas deliveries .... Fed analysis started on Alaska mega natgas project .... Shipping industry looking at LNG fuel, other ways to curb emissions .... Global LNG market expected to reach $120B this year. 2nd only to iron ore in value traded .... N Dakota wellhead prices still around $30/bl .... Commercial drone market could reach $13B next 3 yrs. 70K jobs. $82B possible by '25 .... Port of Miami shipping channel expansion project suffocating large numbers of coral on endangered species list with sediment .... Hanwha Solar (HQCL) to supply juwi Solar with 75Mw.

MONDAY OPEN .... Dow up 106, Naz down 1, SP up 4. Volume a little light. ECB buying German, Italian bonds with QE start. China Feb exports up 49%. Boko Haram joining ISIS. Iraq/Iran forces retook Al-Baghdadi: US military .... (stock #s in %) AMLM up 24. GEVO up 19 with volume, news. GPRE up 15 with volume, news. NGLPF up 11. PPRW, DPSM, PSON up 10 .... XSNX down 16 with volume. XDSL down 16. AXPW down 15, new low with volume. CCGI, PRHL, SENY down 11. NFEC down 9. OPWR down 6, new low. ERII down 1, another new low.

FRIDAY CLOSE .... Market down 279/55/29. Volume normal. WTI over $49, Brent over $59. US natgas $2.82. ISIS burning Iraq oil fields to hold off Iraq/Iran offensive on Tikrit. Top al Qaeda leader, commanders killed in Syria: report. It was 295K US Feb jobs, not 285K Yahoo reported in morn .... (stock #s in %) LSCG up 61 with volume, news. BLDW up 29. ASPW up 17. SSOL up 10 with volume. FCEL up 6 with volume, news. NENE up 5 with volume .... AMLM down 14. ERII down 14, new low with volume. CERE, SPIR down 13. NTCXF, ZAAP down 12. PTOS down 12 with volume. LEDS down 11. RGSE down 10 with volume. AXPW down 6, new low with volume. OPWR down 5, new low with volume. LTBR down 2, new low. XSNX down 1 with volume, large day spread taking it to top lines again.

GLOBAL UTILITY-SCALE PV SOLAR ADDED 14.2GW IN '14, DOUBLING '13. Total capacity now 36Gw: Wiki-solar .... Net US el generation from clean/renewable sources up 11% in '14 v. '13 (sans hydro, nuke). Solar more than doubled. Wind up 8.3%, biomass up 5.7%, geothermal up 5.4%, nuke up 1%, coal up .3%. Natgas down .3%, hydropower down 3.7%. Net from all up .7% .... Arctic sea ice thinning faster than expected: study .... 97% support Ontario plan to restrict bee-killing pesticides. Neonicotinoids .... Senate Republicans urging NRC to restore established order. Integrate any remaining post-Fukushima safety items into ongoing work, prioritize work according to safety .... National Marine Fisheries Service may extend ban on cod fishing in Gulf of Maine to save overfished, climate-stressed cod. Populations plunged further. (Don't eat cod please.) .... US clean industry job growth slowed in '14 to near 47K added. Upticks from Tesla, solar .... Construction of Tesla batt plant in Nevada delayed: report .... BP $12B deal to develop Egyptian natgas .... 11 Libyan oil fields not operating because of thefts, destruction by "unidentified armed groups" .... 3M moving toward sustainable logging .... Hermosa Beach voters rejected proposed 34 oil wells in center of town .... Researchers developing method to trace methane emissions to sources .... Canadians want increased govt action on reducing GHG emissions: poll .... Colorado city stepped up emission goals to get to carbon neutrality .... Alberta econ to benefit from emissions reduction tech for oil sands .... Power transmission carbon emissions reduction missing from EPA clean power plan. (Superconductivity.) .... Oil train derailed in rural IL .... Germany's Greenpeace Energy to file lawsuit v. EC over UK nuke power plan to replace 1/5 of aging nuke/coal plants over next 10 yrs. EDF building 1st new nuke .... S Korea MOU to develop $2B of nuke plants in Saud Arabia .... Tata Power commissioned 63Mw unit of 126Mw hydropower project in Bhutan .... Mitsui paying $128M later this year for 25% stake in Spanish maker of wind turbine towers .... 1366 Tech seeks equity to complete $100M finance for silicon wafer plant they want to start building this year. Their tech uses over 90% of silicon it produces. Older tech uses 40-50%. 1366 can sell its wafers for at least 10% less than competition .... Power storage market in US to triple this year: GTM, Energy Storage Assoc. Up to 220Mw installs in '15. US market est. to reach 860Mw/yr by '19, $2.7B .... Gap, General Mills, Symantec pushing for Calif action on drought .... Global green consultancy market to hit $1B/yr by '19 .... Offshore wind farm installed bird radar .... Challenge to US offshore oil/gas drilling plan dismissed by court .... 19K gal saltwater spill in ND ....New enviro law closing some China factories.

FRIDAY OPEN .... Market down 123/3/7. Volume normal. WTI over $50, Brent over $60. 285K new US jobs Feb .... (stock #s in %) DSTI up 67. LSCG up 32 with volume. BLDW up 29. MDDD up 23. NENE up 17 more with volume. PSON up 17. ABAT up 10. FCEL up 9 with volume .... ERII down 12, new low with volume after reporting. OOIL down 10. LEDS down 9. VSLR down 5 with volume. XSNX down 5. OPWR down 2, new low.

THURSDAY CLOSE .... Market up 38/15/2. WTI over $50, Brent over $60. US natgas up to $2.81 .... All 31 US banks passed Fed annual stress test (above 5% capital level). ISIL torched oil field near Tikrit. Russia started large-scale military exercise in disputed territories .... (stock #s in %) MGLT up 85 with volume. CSOL up 47. PSPW up 44. MKTY up 41 after reporting. WSGP up 40 with volume. LSCG up 34 with news. VSLR up 33 with volume after reporting. EWRL up 31. PEIX up 26 with volume after reporting. NENE up 17 with volume, news. ZAAP up 16. RVLT up 14 with volume after reporting. POWR up 14 with volume. CSIQ up 14 with volume after reporting. NFEC up 10. ACPW up 9 with volume. CSUN, AMLM up 8. AMPD up 8 with volume. ASTI up 8 with volume, news. SOPW, HYGS up 7 with news. MXWL up 7. ENOC up 4 with volume after new low. JASO up 3 with volume .... BLDW down 31. AWSL down 23. AXPW down 18, new low with volume. CCTC down 16. CERE, ASPW down 15. SWET down 12 with volume. LEDS down 11. CREG, JUHL down 10. OPWR down 10, new low with volume. LTBR down 2, new low.

CLIMATE CHANGE A HUMAN RIGHTS ISSUE: LAWYERS .... UN report says climate damage costs for Africa alone could reach $100B/yr by '50 .... PJM - US' largest grid operator - analysis puts price on CO2 emissions, concludes regional solution less costly than state-by-state .... KY top power comp embracing state regulators' proposal for claiming credit for coal plant closures already in process as means to comply with EPA clean power plan .... Oil prices to stay low for 2 yrs barring geopolitical trouble: Exxon chief .... New Oregon clean fuels standards waiting gov's sig .... US crude inventory up 10.3M bls last week. Production up 39Kb/d (may be just EIA est.) .... US crude storage @ 60% of capacity in late Feb. Was 48% this time '14. (EIA) .... Global oil production growth grinding to halt. World total liquids production down 40Kb/d in Jan v. Dec .... Friends of Earth, Greenpeace, Sierra Club, 2 other orgs teaming on push to enlist more Americans to join movement for fossil-free, nuke-free clean power future. Video at www.MakeNuclearHistory.org .... El Nino finally made it to US west coast. Weak, weird, late .... Solar closing in on cost of coal power: Deutsche .... Southern Comp to pursue EV charging stations .... S Korea $30M for EV charging infra. Partnering with Hyundai .... PA Gov wants to reinvigorate clean power investment, boost natgas enforcement .... BP CEO got 25% raise. (Pretty sweet, A? How about the guys at the bottom?) .... New solar projects in Japan told they may be unable to sell all the power to utilities. Kyushu El Power cancelled ~5K solar projects, ~1.4Gw .... Pakistan $1.4B contract for 720Mw hydropower in Rawalpindi to Pakistan, China investors. Online '20 .... U Cal researchers inventing pretreatment that cuts biofuels production cost 30% or more using less enzymes .... DOE $10M continuation contract to make/test high-efficiency CO2 hot gas turbo expander, compact heat exchangers for CSP (concentrating solar plants - the ones with mirrors) plants .... Hanwha, 1366 Tech teaming to develop low-cost solar wafers .... New material captures CO2 with high capacity. NM State U research .... Guatemala launched E5, E10 pilot trials. They mostly export all of 65M gal/yr of ethanol production. E10 would use 36M gal .... Sun Edison (SUNE) launched plan for UK homeowners to save up to 15% on el bill with zero upfront cost. Also bought Solar Grid Storage. Lith-ion batts up to 10Mw. Intends to complete 2.1-2.3 Gw solar, wind this year, 2.8-3.8 in '16, 3.8-4 in '17 .... Solar 3D (SLTD) raising over $12M for new acquisitions with share offer. $20M revs in '14, est. $40-45 in '15 .... SPI Solar (SOPW) secured $1.6B new credit lines .... China continued to get more el from wind than nuke in '14 despite below-avg wind speeds. 16% more wind gen v. '13. Installed wind near 115Gw, ~84% grid connected.... Onward and upward, pards. Onward and upward.

THURSDAY OPEN .... Market up 54/22/4. WTI over $51, Brent over $60. ECB to start QE. China cut growth outlook. Thousands of Russian troops in E Ukraine: US envoy .... (stock #s in %) DSTI up 67. MKTY up 27 after reporting. PEIX up 23 with volume. VSLR up 17 with volume, news after reporting. LMRMF up 14. ASTI up 12 with volume, news. NENE up 10 with volume, news. CABN, POWR up 10. SOPW up 8 with news. AMPD up 5, new high. ENOC up 1 after new low .... JUHL down 14. BLDW down 11. XSNX down 9.

MCCONNELL TO US STATES: DON'T COMPLY WITH EPA CLEAN POWER PLAN. (That's right. We don't want clean air. We don't want toxins cleared from our air. We don't want to stop global warming climate change. And this guy is US Senate leader. Mind boggling.) .... Massive lake under Greenland glaciers collapsed .... Group repping 92 American indigenous nations urging tighter ozone standard. (We don't like breathing bad air. It's like bad for health. Like really. And we can do better to clean it.) .... Budworm outpacing mountain pine beetle in US Nwest rampage: study .... Hurricanes create "superhighways" for lionfish .... McDonald's to cut antibiotics for chicken sold in US .... Russia/Ukraine agreement to supply natgas to all of Ukraine, EU through March. (Well, God bless that. Vlad has a heart.) .... Climate change linked to deadly coral disease in Caribbean .... Insurers could face "huge hit" if policies shift from fossil fuels: banker .... New process making organic LEDs more affordable .... Bill Nye changed his mind about GMOs .... Suez Canal expansion could spread marine alien life into Mediterranean .... Kenya burned ivory stockpile. (No more pianos with real ivory I guess.) .... Exxon expects to start up 16 major oil/gas projects in next 3 yrs. 7 in '15. On track to increase production to 4.3BOE/d by '17, increase 2% in '15 to 4.1M .... Blackbird Energy made 2 major oil/gas discoveries in Alberta .... EDF shut down 1.8Gw nuke plant in France after tech probs. Commissioned in '77, planned '17 decommissioning .... Duke seeks FL OK to reduce customers' bills avg. $3.45/mo because of shelved nuke plans .... Sunrun to buy 100Mw REC solar panels through '15. REC expanding productioin cap to 1.3Gw/yr at Singapore plant .... Power supply to go critical mid March in Philippines .... ET Solar (China) supplied 6.1Mw for rooftop solar for Marks & Spencer distribution center in UK .... Eurus Energy completed 2 solar projects in Japan. 14Mw with Canadian Solar (CSIQ) panels. 8Mw with Kyocera .... Telangama India tender for 1Gw solar .... ReneSola cut net loss to $33.6M in '14 .... Calif plugged 12 oil/gas wells over groundwater contamination concerns .... Australia euthanizing Koalas amid overpopulation, starvation. (Send them eucalyptus.)

WEDNESDAY OPEN .... Market down 128/30/16. Volume normal. WTI ~$50, Brent under $60. ADP: 212K new US private sector jobs in Feb, Jan revised up to 250K. Poland cut rates to record low .... (stock #s in %) LSCG up 27. MDDD up 16. CERE up 15 with volume. LEOM up 11 .... DPSM down 16. RNWEF down 15. MKTY down 13. EVSI, PSON down 11. ENOC down 3, another new low.

TUESDAY CLOSE .... Market down 85/28/9. WTI over $50, Brent over $60. US natgas $2.70 ,,,, (stock #s in %) CERE up 30 with volume. DSTI, DPSM up 19. SSOL up 17. PSON up 13 with volume. SOPW, LMRMF, EVSI, BFRE up 10. CREG, SWET up 8 with volume. ACPW up 7 with volume .... WSGP down 30. CSOL down 29. OPWR down 25 with volume. FNVRF down 17. AXPW down 13 with volume. LSCG down 13. URRE down 12 with volume, news. CSUN down 9. ENOC down 7, another new low with volume. XSNX down 7.

DEEPWATER WIND GOT $290M FINANCE TO BEGIN BUILDING OFFSHORE RHODE ISLAND. 30Mw initially. 6Mw Alstom turbines. Online by end of '16 ,,,, Switzerland 1st country to submit climate plan for Paris talks .... TEPCO failed to report radiation spike, leak into Pacific for 10 months. (Hari kari or karioke to come?) .... Pakistan protests over access to water .... Prominent climate change denier at Harvard institute took over $1.2M from energy industry over 14 yrs .... US oil rig count down another 33 to 986. NG rigs down 9 to 280 .... 6 Dane pension funds to vote on dumping fossil fuel investment .... DOE researching turbine that uses CO2 to make el .... PNNL researchers developing new electrolyte that allows lithium-sulfur, lithium-metal, lithium-air batts to operate at 99% efficiency .... Europe cities using EV-sharing schemes to intro them to public .... Kyrgyzstan to build dozens of small hydropower projects next several yrs. $115-160M .... Kazakhstan expects its oil production to increase up to 30% soon. (Again, I ask, who was Stan?) .... Oil production from Brit N. Sea down 1.1% in '14 .... Sauds adding 800Kb/d refining capacity this year .... Iraq became China's 2nd largest oil supplier in Jan .... Tanker with Kurd oil may have unloaded at Israel port .... Asian Development Bank to loan $30M toward 3M ton/yr LNG terminal in Pakistan. (Stan was there too.) .... 3 new oil fields found in Algeria so far this year .... Natgas discovery in Morocco in onshore shale basin. Country has est. 20TCF (Not even 1 year of US consumption.) .... Nigeria oil exports down 33% in Nov, Dec .... Moody's downgraded Petrobras debt to junk .... Shell postponing development of 200Kb/d oil sands surface mining project in W. Canada .... Exxon to cut capex 11% in '15 to $34B. Added 1.2B bls oil, 300M BOE NG to reserves in '14, more than '14 production .... Chesapeake reducing capex 37% this year .... Alaska oil production down to avg 514Kb/d .... US train derailments with crude, ethanol aboard to cost over $18B over next 20 yrs: DOT. Avg over 10 derails/yr .... 80Mw, $180M solar farm ready for groundbreak in N. Carolina. Innovative Solar Systems .... Consortium led by Acwa Power to develop 200Mw solar in Dubai. ~$400M. $344M, 27-yr loan from 3 Mideast banks. Another Acwa consortium last month got 1.7B Euro contract to build 350Mw CSP plants in Morocco .... Solar City (SCTY) lawsuit says AZ utility's fees will hurt solar. Fees on customers who generate their own power .... AES bought Main Street Power. 60Mw solar cap across US, 100Mw in development .... SoftBank, Mitsui completed another 20Mw solar farm in Japan .... Rame Energy plans to build 130Mw wind, solar in Chile next 18 months. ~$300M .... Conergy expects to install 450Mw of solar in '15. 300Mw in '14. Pipeline may grow to 4Gw. Seeks IPO .... Bangladesh targeting 2Gw clean/ren power by '20 .... Colorado rejected scale-back of RPS .... PNC promising not to finance mountaintop coal mining .... 70-yr-old coal seam fire in Montana now out .... Zimbabwe president ate baby elephant at 91st birthday party .... Indian state banned beef. Jail for possession. (If I could make this stuff up I'm not sure I could match reality. Oy. Onward and upward, pards.)

TUESDAY OPEN .... Market down 81/31/10. Volume normal. WTI over $50, Brent over $61 .... (stock #s in %) XDSL up 20. DPSM up 19. SSOL up 17. SOPW up 12. AMPD up 12, new high with volume. BFRE up 10 .... OPWR down 20 with volume, news after reporting. DSTI down 14. URRE down 13 with new offering. AMLM down 11. CCGI, SWET down 10. AXPW down 1 with volume.

MONDAY CLOSE .... Market up 156/44/12. Volume actually pretty normal. WTI over $49, Brent down to over $59. US natgas down to $2.70. China Feb factory activity down. Opposition march in Moscow over assassination of Putin opponent. Iraq started attack on Tikrit with Iran help, no airstrikes. 1st Syrian reb unit to get US missiles dissolved after weekend debacle. Hamas rebuilding rocket arsenal. China space plans threaten US military capability. Greece may need 3rd rescue: EU .... (stock numbers in %) CREG up 20 with volume. AMPD up 19 with volume. SPIR up 17 with news. DSTI up 14. JUHL up 11. ACPW up 9 with volume .... BFRE, DPSM down 16. CABN down 7. CLNE down 5 with volume. ENOC down 5, new low with volume. AXPW flat with volume.

RECORD MORE THAN 3.7GW UTILITY-SCALE SOLAR INSTALLED IN US IN '14. 10% over '13. Total now 10.6Gw .... India plans to quadruple clean/renewable power to 175Gw by '22 as part of plan to supply every household with power .... China cracking down on steel mill emissions. They cut coal use 2.9%, domestic coal production 2.5% in '14. But their "war" on air pollution might release more CO2: study. And their lead climate negotiator not going to Paris climate talks .... Ukraine says Russia only providing fraction of natgas contracted for. Won't pay Gazprom until regular flow restored. Irony is melting permafrost in Siberia making craters as NG explodes through surface .... Liquidity concerns driving banks to invest in green bonds: Deutsche Bank .... Rockefeller scheme launching initiative to help cities become more resilient to flooding .... Appeals court to hear case on EPA role in bee die-off .... EPA issued refrigerants rule .... Crude train derailed in New Orleans .... US Senate voted 98-1 earlier this year that climate change is real. (I did not know that. Did you know that?) .... Sun has most impact on climate when Earth cooler: study .... Scientists confirmed "critical link" between CO2 emissions, global warming .... EPA may delay ozone standards a year .... Western oil comps working in Kurdistan not getting paid. Baghdad having trouble paying Kurds .... Kurdistan oil can be extracted for ~$12/bl .... Iraq oil exports down to 2Mb/d in Feb from 2.4 in Jan. Mostly because of "bad weather" .... Libya official says production back up to 400Kb/d .... Violent protests at Halliburton site in Algeria over fracking project .... China opening new oil import terminal in Myanmar, building new pipeline to SW China .... China polysilicon imports up 74% 1st 11 months of '14 v. '13 .... Iberdrola buying UIL for $3B to create US utility with over 3M customers. Will control 2nd largest operating wind portfolio in US .... Statkraft buying 70% stake of Chile hydropower comp with 52Mw plant, transmission line, rights to develop 3 more similar hydro plants .... Gamesa net profit doubled in '14 .... BMW S Africa looking to power plant with wind, solar .... Areva to supply 4 reactors for $22B EDF nuke project in Turkey .... Enel building 28Mw more wind power in Brazil. Online by yearend .... Tidal Lagoon planning 2.8Gw tidal power project to power every home in Wales. 90 turbines. May be online by '22 .... Solar Power (SOPW) to build ~25Mw wind power in UK with RE. No more than 5Mw each farm. Online, sold by 3Q .... Japan comp to build 5Mw geothermal plant in Oita. Online early '17 .... Solar Frontier selling 2Mw plant to Mitsubishi unit .... UK Green Investment Bank investing $46M in 10Mw, 60M Pound commercial/industrial waste-to-power project near London. Online early '17 .... China comp to build 19.5Mw biomass plant .... Neoen to build 30Mw solar plant in Mexico .... Ford mobile ap to allow remote EV charging .... Brazil arrested "king of deforestation" .... Vast aquifer in Kenya discovered in '13 too salty to drink. (Too salty for ag?)

MONDAY OPEN .... Market up 112/33/8. Volume heavy. WTI over $50, Brent over $61. US Feb manufacturing slowest growth in 13 months. UK manufacturing up .... (stock #s in %) XDSL up 20. RGSE up 16. AXPW up 15 with volume. DSTI, QTMM up 14. OPTT up 13. JUHL up 11. NENE up 9 with volume .... BLDW down 35. GPRC down 15. MKTY down 13. TSLA down 3, under $200 again.