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.