Monday, March 23, 2015

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.

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