Thursday, April 30, 2015

THURSDAY CLOSE .... Market down 195/82/21. WTI over $59, Brent over $66. US natgas up to $2.76 .... US wages picking up .... US Navy escorting US ships thru Hormuz .... China about to start QE .... (stock #s in %) EWRL up 44. LMRMF up 35. MMMW up 26. AWSL up 15, new high with volume, news. GPRC up 12, new high. Up 10x last 12 months. CABN up 11. CLNE up 10 with volume. (T Bone knows how to manipulate his stocks despite the continual losses for investors.) SSOL up 10. GEVO up 9. OOIL up 6 after new low. HQCL up 3 .... BFRE down 37. BSRC down 20 with volume. NGLPF down 20 on 200 shs. AMLM down 16. SWET down 16 with volume. BWEN down 9, new low with volume. (Buy it.) MXWL down 7, new low with volume. (Buy it.) CSUN, JASO down 5. (Buy JASO. Look at the numbers.) FTEK down 5, new low. CSIQ, EFOI down 4. FSLR down 3 with volume. (So, the market wanted to hit solars. It happens.) PANL down 2, new low. (Buy it.) CREE down 2. AIXG down 1, new low.

NUKE POWER PREVENTED AVG NET 1.8M DEATHS/YR GLOBALLY '71-'09 by preventing 64 gigatons of CO2 emissions over that period .... Climate change accelerates spread of asthma: study .... Japan govt est clean/renewable power may be 24% of their power gen cap by '30 .... Soil microbes, phytoplankton exacerbating Arctic warming: studies .... Okla gov signed order opposing EPA power gen carbon rule. (Why are these kind of people in power? Ignorant voters. I, for 1, like clean air and keeping global temps normal and the oceans from rising. Though I also believe Jesus is coming back soon so it really doesn't matter.) .... Next Era says customers clamoring for power storage .... Coral disease spreading in Hawaii .... USDA program addresses ag carbon issues from soil health to grazing. Farming contributes ~9% to overall GHG emissions, 40% of methane emissions. Program est to elim 2% of US GHG emissions .... Cal's cap-and-trade system provides new ways for farmers to mitigate risk of climate change .... Ballard (BLDP) got initial 100-unit order for backup fuel cell power in India .... Mortenson to build 204Mw wind farm in TX .... Germany awarded 25 bids for pilot PV solar auction .... Vestas got 20Mw wind turbine order from Australia .... Turkey qualified 4 comps for 91Mw of new solar .... SPI (SOPW) bought Shanghai solar installer for $44M .... 2 big banks moving to include energy efficiency in risk calculus .... Oregon panel upheld denial of LNG pipeline permit .... Japan maglev train new record speed. 374.7 MPH .... 514K bl drawdown from Cushing OK last week. But total US crude inventories up 1.9M bls. Crude production up 7Kb/d. Total crude/condensates inventory (includes gasoline, distillates, propane, etc.) up 7.7M bls .... Pipeline probs in W TX reportedly stranding millions of bls of crude in Permian.

THURSDAY OPEN .... Market down 113/46/13. Volume a little heavy. WTI over $58, Brent ~$66 .... Russia cut key rate to 12.5% .... US jobless claims at 15-yr low .... (stock #s in %) XSNX up 8. AWSL up 4, new high with news .... ABAT down 10. BWEN down 4, new low after reporting. PANL down 4, new low.

Wednesday, April 29, 2015

WEDNESDAY CLOSE .... Market down 74/31/8. WTI over $58, Brent over $65. US natgas up to $2.59 .... US Navy sent destroyer toward Iran after ship seizure .... US Fed stood pat on rates, but more accomodation .... US yields rising, dollar falling. (?!) .... US 2Q GDP forecasts dropped .... Abe apology at WW 2 memorial for WW 2 .... (stock #s in %) ECOS up 111. CSOL up 87. PSPW up 71 on 100 shs. DSTI up 66. AMLM up 19. DPSM up 16. NGLPF, SPIR up 13 .... MGLT down 44 on 300 shs. MDDD down 24. MMMW down 20. BSRC down 16 with volume. NTCXF down 14 with volume. WWPW down 10. ALTI down 9, new low. XSNX down 8. AIXG down 3, new low. (We're still digesting WW 2 while Vietnam remembrances all over PBS. War is hell.)

CLEAN/RENEWABLE TECH INVESTMENT IN DEVELOPING COUNTRIES EXPECTED TO REACH $6.4T NEXT 10 YRS .... Vatican declaration seeks equitable clean power access, livable climate .... US State Dept made climate change a top priority .... Gov Brown calling for $10K fines for worst Cal water wasters .... DOE announced $75M to advance sunlight-to-transportation fuels, $2M for enhanced geothermal .... Handful of Amazon's tree species store bulk of rainforest carbon: study .... Climate indicators point to development of an El Nino .... Judge let Vermont GMO labeling law stand. For now .... Tyson to eliminate antibiotics in chicken farming .... US tightened fluoridation standards .... Japan, US affirmed LNG trade goals .... EU needs to invest 400B Euro by '20 on smart grids to keep clean/ren power on track .... China may be cooking books on GDP growth. Power consumption up just 3.8% lately. (Unless they're really going kung foo on power efficiency. A real possibility.) .... Fossil comps get far greater access to UK ministers than clean/ren lobby: Guardian .... 40% of Americans breathe polluted air: study .... Smog exposure yields smaller babies: study .... Climate change raises chances of more deadly earthquakes: scientists .... Lots of "food, sex" for pythons in Everglades: USGS .... Massive forest fire threatening Chernobyl .... UK court ruled NO2 pollution must be cut immediately .... Refrigeration batts could lower supermarket power costs up to 40% .... Sun Edison (SUNE) completed 35.7Mw total in 2 new Ontario plants .... Over 300 waste-to-power plants in China by yearend. Forecast to reach 100M tons solid waste incineration/yr. Urban solid waste near 200M tons/yr .... China added 4.7Gw wind power in 1Q, up 25% yoy. Now over 101Gw capacity .... HSBC advising clients to divest fossil fuel comps .... Fluor to build 1.6Gw combined-cycle NG plant for Dominion in VA. Over $1B. Online in '19 .... Enel Green groundbreak on 88Mw wind farm in S Africa. Also awarded right to build 111Mw more wind, 314Mw solar in same tender. Also awarded 425Mw more wind in next phase .... Costa Rica to boost solar investment with 20Mw tariff .... Vortex Energy bought 140Mw wind power in Poland .... 2 comps filed for 65Mw wind power extension plans in UK .... Gov Brown ordering Cal to cut GHG emissions 40% by '30 .... States will benefit from regional approach to EPA carbon rule: analysis .... HyperSolar (HYSR) breakthrough in hydrolysis .... 1st crude draw from Cushing in 5 mo .... Lake Michigan so clear that shipwrecks seen from air.

WEDNESDAY OPEN .... Market down 50/19/7. Volume slightly heavy. US 1Q GDP up .2%. US retail sales rebound. Fed expected to hold steady .... Greek banks getting more ECB cash .... (stock #s in %) DSTI up 66. BFRE up 20 .... BSRC down 16. ZNNMF down 12. SWET down 10. AIXG down 3, new low.

TUESDAY CLOSE .... Dow up 72, Naz down 4, SP up 5. WTI ~$57, Brent over $64. US natgas up to $2.52 .... (stock #s in %) BSRC up 33, up 12x last 12 mo. NGLPF up 33 with volume. CCTC up 16. BFRE up 15. DPSM up 15 with volume. HYSR up 13 with news, volume. SWET up 12 after new low. WEST up 12. HQCL up 6. CSIQ, XSNX up 5. SEDG up 4, new high. SCTY up 2 .... PSPW down 24. OOIL down 9, new low. WNDW down 7.

Tuesday, April 28, 2015

LAKE MEAD AT LOWEST WATER LEVEL. EVER .... Dengue fever outbreak in Brazil linked to their drought .... Developing world key driver of global spike of HFCs: study .... EU solar producers launched new action against China producers .... Canada premiers speaking out against govt stance on global warming climate change .... US CO2 emissions growth rate .7% in '14, GDP up 2.4%. In '13, emissions up 2.5%, GDP up 2.2% .... Grid-scale batt power storage projects coming online in Germany, UK, Italy .... Global NG flaring at oil wells wastes $12.5B/yr at US prices (cheapest in world). Let alone emissions .... US has over 77Gw of undeveloped hydropower that would help development of wind, solar for grid .... Canadian Solar (CSIQ) sees panel shortages in 2H15 on higher demand .... Solar City (SCTY) expanding into New Hampshire .... USDA economists want more genetic research on global warming climate change-resistant crops .... German workers protesting coal taxes .... Powergen from clean/renewables 80% in New Zealand in '14. Up 5% from '13 .... Costs of batt packs for EVs down 14%/yr '07-'14. $1K/Kwh to ~$410. Cost down to ~$300 for major EV manufacturers. Econ of scale may get it to $200 without tech change .... ABB got $30M contract for substations, power infra for 13 wind farms in Brazil. 346Mw online in '16 .... Jinko Solar supplied 3Mw for Honduras' largest rooftop project. Finished in March .... Joule unveiled up to 100M Pound smart city EIS fund .... Turkey to award 69Mw of solar power .... JV to build 100Mw geothermal plant in Turkey .... Madhya Pradesh approved 750Mw solar power plant .... Windlab $50M deal for Victoria wind farm .... EU target 7% limit on food-derived biofuels by '20 .... Brazil awarded 479Mw of wind, biomass in power auction.

MARSHALL ISLANDS-FLAGGED CARGO SHIP FIRED ON, FORCED TO IRANIAN PORT .... Finland Navy fired on suspect sub in Baltic .... Russia supply ship for ISS out of contact/control .... Mortar rounds (2) from Syria on Israeli Golan Heights .... Baghdadi (ISIS leader) reportedly unable to move after spinal injury .... Top Iranian general: US was behind 9/11 .... Syria defense minister in Iran .... US to step up dismantling retired nuke warheads.

TUESDAY OPEN .... Market down 27/31/7. Volume heavy. WTI over $57, Brent over $65 .... Iran forces seized US cargo ship .... UK econ growth slowest since '12 .... (stock #s in %) BFRE up 15. SWET up 12 .... MMMW down 18. GEVO down 10. PANL down 1, new low.

Monday, April 27, 2015

MONDAY CLOSE .... Market down 42/31/8. Volume a little heavy. WTI over $56, Brent over $64. US natgas down to $2.51 .... Israel fired on Palestinians at schools. 44 dead. (?!) .... (stock #s in %) PSPW up 34. ALTI up 30. WEST rebound up 25 with volume, news. PSON up 22. WWPW up 11. WNDW up 8 with news. TSLA up 6 with news .... BOPO down 83. AQNM down 39, new low with volume. SPIR down 25, new low. BFRE down 23. AMLM down 17. SWET down 16, new low with volume. BLQN down 16. DPSM down 12. LMRMF down 11. OOIL down 3, new low. PANL down 1, new low.

PAPERWORK, ASSOCIATED REGS DOUBLES COST OF ROOFTOP SOLAR IN US V. GERMANY .... Trina Solar new record efficiency for multi-crystalline silicon modules. 19.14% .... LED rebate program in Virgin Islands .... Joule plans $150M fund to invest in UK comps helping to curb energy waste .... China to be Sunpower's (SPWR) "fastest growing region": exec .... Solar LIberty got loan to build 9 rootop projects in NYC. 6MW total .... Nippon Paper, Mitsubishi to build 149Mw coal, biomass power plant at Japan paper mill. Online in '18 .... Total China debt ~$28T. GDP ~$10T.

CONSTRUCTION STARTED ON US' 1ST OFFSHORE WIND PROJECT .... Fed court rejected appeal from trucking, alt fuel comps v. new US fuel efficiency, GHG emissions standards .... China won't finance proposed, controversial 4.5Gw Pakistan hydropower project .... US oil rig count down 31 last week to 703. Crude stocks up 5M bls .... EIA est. US production down 18Kb/d .... US in '13 had 36.5B bls of crude, condensate reserves, up from 22.3B in '09. NG reserves 354TCF, up from 284 in '09 .... OPEC says Libya oil production ~475Kb/d in March, up from ~165K in Feb. (But no one really knows for sure.) Reportedly, a 100Kb/d field closed down over weekend .... CNOOC cutting '15 capex ~1/3 .... Mideast LNG @ $270/KCM undercutting Gazprom's $330 to Europe .... Israel warplanes recently struck missile storage depot in S Syria likely involved in moving Iran-supplied missiles to Hezbollah .... US carrier group made Iran rethink shipping supplies to Yemen .... Abu Dhabi plans to invest $25B next 5 yrs to boost offshore oil production. Part of plan to increase UAE oil production cap to 3.5Mb/d by '17-'18 .... Eni production in W Egypt now ~70Kb/d .... Repsol, partners NG discovery in E Algeria .... Nigeria near bankruptcy .... TransCanada asking US to permit up to 300Kb/d oil pipeline from N Dakota to Saskatchewan connection .... US taking over 2-yr chair of Arctic Council .... Russia making play for Argentina shale gas .... BP to sell off major N Sea asset - its stake in "CATS" NG pipeline system - for $486M.

GLOBAL WARMING CLIMATE CHANGE RESPONSIBLE FOR ~75% OF WORLD'S UNUSUALLY HOT DAYS; 18% of extreme rain, snow: report. Heat waves, heavy storms occurring at least 4x more often than before industrial age. Global avg temps now up .85*C from begin of industrial age .... Canada likely won't match US emissions targets .... NYC program aims to reduce bldg energy costs, keep rents affordable in Bronx .... Colorado joined fracking lawsuit v. Feds without gov's support .... Shell lobbied to undermine EU clean/renewable power goals .... 44 global green bond deals, total $7.2B, in 1Q15. March 3x Jan .... DOJ won't challenge Fed court ruling that USDA, SBA violated enviro laws in providing loans to large Arkansas hog farm .... G-7 to push cutting plastics pollution in oceans .... US Supreme Court won't consider rancher's bid to bar oil drillers from his land .... Less hydropower in US west from drought .... Chipotle ending use of GMO crops .... Another massive Thailand ivory seizure.

MONDAY OPEN .... Market up 42/19/5. WTI over $57, Brent ~$65 .... Fitch cut Japan rating .... Bank of Israel left rates unchanged at record low .... (stock #s in %) WEST up 31 with volume, news. CCGI, PSON up 11. TSLA, WNDW up 8 with news. LYTS flat, new high .... BLQN down 16. MKTY down 14. SWET down 11, new low. LMRMF down 11.

Friday, April 24, 2015

ENOUGH MAGMA BENEATH YELLOWSTONE TO FILL GRAND CANYON 11X.

TOTAL AMOUNT OF CARBON STORED IN ALL LIVING BIOMASS above ground up globally ~4B tons since '03 .... Washington State to spray neonicotinoid pesticides onto seawater to save oysters. (G, what could go wrong?) .... US CO2 emissions from power gen still ~10% below '05 levels. But leveling off. (Conversion to natgas from coal may be over?) .... Climate adaptation could cut flood damage costs 96%, reduce global fatalities 69%: study .... 3.5K birds died at Mojave concentrated solar plant in 1st year: study. "Minimal impact" on regional bird populations .... New USDA rule ties conservation to crop insurance: report .... Fed court threw out challenges to new vehicle emissions standards .... Cal cut 3K water rights. Farmers took brunt .... USGS ID's 17 regions with significant levels of "induced seismicity", mostly from oil/gas drilling. 2 worst in Okla .... Largest D.C. fed solar project started at USDA facility. Solar World (SRWRF) panels .... Short-term grid transmission planning shortchanges consumers: study .... Tesla (TSLA) signing up WalMart, Cargill, others for power storage .... Oil frackers turning boiling hot waste water into geothermal power. For every barrel of oil from wells, another 7 of hot water .... Expert says US shale industry has only "begun to scratch the surface" of vast, cheap reserves .... US crude production fell at least 135Kb/d in Jan v. Dec: EIA .... Oil prices limiting Iraq output growth .... Paki Parliament going with Yingli (NYSE:YGE) for 1Mw solar .... Russian ship leaking oil after sinking off Canaries.

ARCTIC SEA ICE HIT ITS SMALLEST MARCH EXTENT since records began in 1979. (1879?) .... Once again, just saying, March was hottest ever globally, 1Q hottest ever globally .... Hay, pards, this is serious stuff for the future. Tho Jesus reportedly coming back soon. So. It doesn't matter anymore. Unless Jesus is not coming back soon.

WIND, SOLAR, GEOTHERMAL, HYDROPOWER TOGETHER PROVIDED OVER 75% OF 1.22GW NEW US POWER GEN CAP put into service in 1Q. 302Mw new natgas. Wind 647Mw. Solar 214MW. Geo 45Mw. Hydro 21Mw. No biomass, coal, oil or nuke.

FRIDAY OPEN .... Dow down 5, Naz up 32, SP up 3. WTI ~$57, Brent over $64 .... (stock #s in %) DPSM up 16. SENY up 15. LEOM up 13, new high. NGLPF up 10. CABN up 9. LYTS flat, new high .... AMSC down 31 with volume, new offering, news. BSRC down 22. MKTY down 18. MXWL down 13, new low with volume after reporting. BWEN down 2, new low. AIXG down 1, new low.

Thursday, April 23, 2015

THURSDAY CLOSE .... Market up 20/20/5. WTI over $57, Brent over $64. US natgas down to $2.58 .... Debt in China up near 4x since '07, its gold reserves up more than 4x in less time .... N Korea may have 20 nuke warheads .... Lynch new US AG .... (stock #s in %) CCTC up 32. NFEC up 28 with volume. BSRC, MMMW up 20. SLTD up 15 with volume, news. LYSDY up 13. GPRC up 10, up 9x on year. ACFN up 9. LYTS up 3, new high with volume after reporting. CREE flat with volume. SUNE flat after new high .... WEST down 16, new low with volume. PTOS down 10. ALTI down 9, new low.

WORLD'S HIGH MOUNTAIN REGIONS - MAJOR WATER SOURCES - HEATING FASTER THAN EXPECTED: study .... Amazon rainforest has lost 8B metric tons of carbon sink since '60's: study .... Chile volcano eruption .... Comp using satellites to stop illegal logging in real time .... Cash flowed to Clinton Foundation from Russians taking control of uranium comp controlling 1/5 of US uranium production cap .... Canada to miss emissions target with oil sands growth .... Cal's 1st net zero energy community opened. 20 homes .... PV solar achieving grid parity in Chile .... Oil/gas comps failing to consider risks of global warming, cheaper fossil fuels jeopardizing shareholder value: report .... Investors' letter to SEC: time for fossil fuel comps to reveal climate risk .... Global clean power investment down 5% to $61B in 1Q .... Honduras global murder capital of environmentalists: report .... US Supreme Court says AEP can be sued over '00-'02 energy crisis .... Alstom $107M contract to refurb 402Mw hydropower plant in Latvia .... 5.3M bl increase in US crude inventory last week. Crude imports up to 7.8Mb/d .... EU filed antitrust case v. Gazprom. Moscow hoping for compromise .... Petrobras announced $2.1B loss, eliminated dividend payments, big capex cuts. Corruption scandal - 3% off the top - to cost them at least $2B .... Iberdrola to supply several US Equinix data centers with wind power credits .... Kyocera 1.7Mw, 1.2Mw floating solar plants now online in Japan .... ACCIONA to supply 129Mw of wind turbines in Mexico. 3Mw turbines .... Lanza to build 17M gal/yr ethanol-from-waste gases in Taiwan. $46M from China Steel toward cost .... BlackRock buying 90% of 80Mw wind farm in Iowa .... Mississippi Power plans 53Mw solar power .... Morocco qualified 5 consortia for 850Mw wind project .... ABB $30M contract to build grid for 346Mw wind power in Brazil.

THURSDAY OPEN .... Market down 17/1/1. Volume slightly heavy. WTI over $57, Brent over $64 .... Deutshe Bank fined $2.5B for Libor rate rigging .... US new home sales down .... Europe econ output growth slower .... S Korea econ dropping .... 2 al Qaida hostages killed in counterterror raid: US .... (stock #s in %) BSRC, SENY up 13. ASTI up 7. LYTS up 2, new high after reporting. SUNE flat after new high .... WWPW down 25. LMRMF down 18. SSOL down 12. GEVO down 9 with volume. AIXG down 2, new low.

Wednesday, April 22, 2015

WEDNESDAY CLOSE .... Market up 88/21/10. WTI over $56, Brent over $62. US natgas up to $2.63. Syrian rebs, ISIS battling near Damascus. ISIS/Taliban announced jihad against each other. (Yes! Yes!) al-Baghdadi reportedly seriously injured from airstrike. (Yes! Yes!) India fighter jets now equipped with nuke-armed missiles. (Well, better them than Pakistan. But, it's all part of the last days.) .... (stock #s in %) GEVO up 38 with volume after reverse split. WWPW up 27. DPSM up 15. BSRC up 15 with volume. AMSC up 13 with volume. LMRMF up 12. URRE up 10 with volume. QTMM, CABN up 5. TSLA up 4. JASO up 3 .... FROT down 26, new low with volume, news. BFRE down 17. ASPW down 16. EVSI, NGLPF down 13. PSON down 10. ALTI down 9. CREE down 8 with volume after reporting. HIIT down 4, new low. AIXG down 3, new low.

$1.5-2T INVESTMENT NEEDED BY '30 to bring US power grid up to speed. (Even rymes.) 1st-ever DOE Quadrennial Energy Review. $2.6-3.5B/yr needed to replace old NG pipelines. Almost half built in '50's, '60's. Some in '40's or before. SPR modernization another $2B. Absence of policy or probs from policy the probs .... Congress passed bill for energy efficiency for buildings, water heaters. Obama should sign this week. (Yay. Gridlock breaking. Hoowee.) .... 9 US western states running out of water .... Farm subsidies of at least $486B /yr dwarf $8.7B committed to avoiding deforestation in tropic countries .... McDonald's committed to stop deforestation linked to its products .... US still importing slave-caught fish .... Illegal wildlife trafficking still big on eBay .... Curbing school bus emissions improves childrens' health: study .... Yale to impose carbon tax on itself .... S Korea plans $1.66B investment in clean/renewable power this year .... Top experts calling for zero-carbon world by '50 .... Hundreds of China's cities not meeting air quality standards despite new coal use regs .... Toshiba set to release emissions-free hydrogen generator .... Oil/gas comps leaking/flaring enough NG to be world's 7th largest emitting nation: report .... Baker Hughes increasing job cuts to 10.5K .... Yingli to develop 50Mw solar plant in China. Online by June .... GE, Green Power, 4 banks investing in 42Mw Japan solar project. Online in Jan. Kyocera panels. GE plans to continue investing over $1B/yr in clean power .... Eskom 100Mw wind farm fully online in S Africa. World Bank, Africa Development Bank, others helping finance .... Solar City (SCTY) to expand rooftop solar with $1B fund. Finance led by Credit Suisse. 300Mw next 2 yrs with it .... S Power (Utah) got $168M finance to support 144Mw of solar cap .... Pattern Energy (PEGI) to buy 43Mw of 100Mw Kansas wind project. All online by '18 .... Oil/gas comp agreed to $73M settlement over Colo emissions lawsuit .... Exxon agreed to $5M settlement over ruptured Arkansas oil pipeline. (Looks like the bigger you are the less you have to pay. Huh.) .... Contamination found in water wells near Duke coal ash ponds .... Idling cars at US/Mex border causing dangerous asthma in local towns .... NYC wants to slash waste 90% by '30. Recycing program overhaul, eliminate plastic bags .... Japan court rejected suit to halt nuke reactor restart .... Nordic countries banding together v. Russia Arctic push .... Onward and upward, pards.

WEDNESDAY OPEN .... Market up 52/--/5. Volume normal. WTI over $56, Brent over $62. Sauds back to bombing in Yemen after Houthis took base. Russia GDP down 2% in 1Q. US home sales up. Turkey left rates unchanged, added tools. Greek banks getting more emergency cash. More negative rates in France .... (stock #s in %) AMSC up 12 with volume. MMMW up 10. GEVO up 9 after reverse split. SCTY, TSLA up 4 with news .... PSON down 30. CABN down 18. CCGI down 14. LSCG, SSOL down 11. ALTI, LTBR down 9. CREE down 7 with volume. AIXG down 4, new low.

Tuesday, April 21, 2015

TUESDAY CLOSE .... Dow down 85, Naz up 19, SP down 3. Volume slightly light. WTI over $55, Brent $62. US natgas up to $2.58. Sauds halted Yemen ops. Russia has doubled air defense in their far east, unveiled new tank. Dollar 63% of worldwide currency reserves, global reserves up 5x '04-'14. 77% chance of Greek default in 5 yrs. (Or next month.) Mursi got 20 yr prison sentence in Egypt. (Imagine G.W. Bush getting 20 yrs in prison.) .... (stock #s in %) PSON up 19 with volume. AMSC up 18 with news, volume. AMLM up 14. LSCG up 12 .... DPSM down 27. CCTC down 24 with news. WEST down 22 with volume. GEVO down 21 after reverse split. XDSL down 16. AQNM down 13. OPTT, ZNNMF down 10.

CHINA COULD FEASIBLY GET MOST OF ITS ENERGY FROM CLEAN/RENEWABLE BY '50: report .... US disaster aid must be overhauled to deal with global warming climate change threats: insurers, enviros .... Strong bipartisan support for clean power among homeowners: poll .... Cost of killing German nuke power may double: report .... Australia giving global warming climate change denier $4M to set up climate change "consensus center" .... Delay needed for states to comply with EPA Clean Power Plan: NERC .... EPA has little info on schools' asbestos practices: report .... UK farmers were forced to use chems they considered unsafe: documents .... EU warning Thailand over inaction against illegal fishing .... 4 tons of elephant tusks seized in Thailand .... Sun Ed (SUNE) raised $126M toward 97Mw rooftop solar in UK .... Cal court ruled water pricing plan violates law. Limited tiered rates .... Econ output of sub-Sahara Africa est to grow 4% this year: World Bank .... Argentina started legal proceedings v. 5 comps drilling for oil/gas in Falklands .... US petrol deliveries up 3.4% in March yoy: API. 1Q US demand up 2.2% yoy .... Coal production in MT, WY down 3.8% yoy, Central Appalachia down 9.3% .... China coal imports down 33% yoy .... 1K-mile stretch in NE Pacific warmed up several degrees. 1st observed in late '13. Playing havoc with climate. Fish, sea creatures have been dying in massive numbers .... DOT mandatory speed limit for ethanol, crude rail cars in urban areas .... Rubber from sugarcane in Germany .... Truckers suing MN over B10. Warranties only cover up to B5. B10 more expensive at pumps .... Suzlon unit got order to supply 18.4Mw of wind turbines to RWE UK project. Online mid-'16 .... Blue Sphere (Israel), York Capital JV to build, operate 3.2Mw biogas plant in Rhode I .... Okla science agency linking quakes to fracking. Oil/gas operators likely causing TX quakes: study.

TUESDAY OPEN .... Dow down 35, Naz up 20, SP up 1. Volume slightly heavy. WTI over $56, Brent over $62 .... (stock #s in %) LSCG up 20. AMSC up 7 with news .... WEST down 28. XDSL down 16. FROT down 15. BFRE down 13. OPTT down 10. XSNX down 6. WNDW down 5.

Monday, April 20, 2015

MONDAY CLOSE .... Market up 208/62/19. Volume light. WTI over $56, Brent over $63. US natgas down to $2.55. US Navy helping arms blockade off Yemen .... CCTC up 31. XDSL up 20. PSON, PSPW, LEXG up 18. CSGH up 12. OPTT up 10 with volume. ALTI up 10. RGSE up 5 after new low. HQCL up 3 with volume, news. LYTS up 1, new high .... WWPW down 21 with volume. AMLM down 10. PANL down 2, new low. ELON down 1, new low.

CHINA ADDED 5GW SOLAR IN 1Q, ALMOST EQUAL TO ALL OF FRANCE'S TOTAL SOLAR CAP. On track for record installs. Total cap now 33Gw .... HQCL got more than 1.5Gw solar order from Next Era. World's record single solar order. Deliveries over a year .... Japan solar boom spurred by low interest loans from local banks, credit unions, utilities .... Iowa's largest utilitiy suing 3 rural counties, charging they've done too little to prevent nitrates from farms from getting into drinking water .... Europe expected to charge Gazprom with antitrust, overcharging E Europe .... Nebraska utility swapping coal power out for hydrogen. Will cut Nebraska Public Power District's overall carbon footprint ~10% .... DOT emergency actions on crude-by-rail .... BP shareholders pushing for disclosures on climate change strategies .... Yemen LNG stopped production, exporting ops. Evacuating workers .... Sauds, Egypt navies blockading Yemen ports. Power out in much of Yemen, hospitals running out of backup power fuel. Sauds agreed to $273M humanitarian aid .... China exports down 15% in March. Govt cut bank reserve requirements. Econ slowed by downturn of property values, industrial overcap, massive local debt growth .... Est Russia GDP down 2-4% in 1Q .... Increased fighting in E Ukraine last week .... NG price discounts to Ukraine out of neighborly love: Putin .... In 3 yrs, Eni has doubled production in W Egypt to 70Kb/d .... US oil rig count down 26 last week. NG count down 8 .... GE chose Jacksonville for 6-mo pilot program for LED bulbs in 50 street lights .... EDF, BlackRock cut ribbon on 200Mw TX wind farm. GE, Vestas turbines. (Wouldn't it be nice if tornadoes become less powerful or less frequent from all the wind power installed.) .... Molycorp to supply rare earth materials for Siemens wind generators next 10 yrs. Calif mine, China processing .... NEXTracker to supply Grosolar with 105Mw of axis systems over next 3 yrs .... TRIG (UK) raised 110M pounds for clean power pipeline. Sold 107M shares .... Sumitomo investing in US power storage systems. Toshiba batts. Bought RES unit. System max output 6Mw. Construction start in Hamilton County OH , online in Dec .... Toshiba demonstrating solar/hydrogen hybrid powergen in Japan .... TBEA, Sheen Tai to build at least 1Gw solar PV .... Thai ivory bust .... Adidas to use marine plastic .... NG pipe explosion in Fresno .... Phillips 66 diesel pipeline leak near Miss R .... Drought decalred in parts of Washington State. Low snowpack .... Dominion to close all VA coal ash ponds within 3 yrs.

MONDAY OPEN .... Market up 229/44/18. Volume normal. WTI over $56, Brent ~$64. Greece moving to seize local govt cash, bonds cratering .... (stock #s in %) PSON up 32. CCTC up 31. PSPW up 26. FROT up 14. RNWEF up 11. HQCL up 10 with news. CABN up 9. LYTS, SEDG flat, new highs .... BFRE down 24. RGSE down 2, new low.

Sunday, April 19, 2015

ISIS PURPORTEDLY EXECUTED ETHIOPIA CHRISTIANS IN LIBYA. (Many new martyrs in heaven these days.) .... France sending 1st heavy weapons to Lebanon to fight ISIS. $3B Saud-funded program .... Iraq forces entered, secured Beiji refinery, captured towns south of refinery after ISIS attack. Kurds recaptured 2 villages south of Kirkuk. Ramadi fighting ongoing .... Russia selling defensive missiles to Iran .... ~700 African migrants drowned off Libya .... (Well, some days are better than others.)

1ST 3 MONTHS OF '15 SET NEW GLOBAL HIGH TEMP MARKS .... Ocean acidification triggered mass extinctions 252M yrs ago .... Apple, Sunpower (SPWR) to build, own 2 20Mw solar plants in China. Using concentrating mirrors .... Germans protesting proposed Europe-US trade deal.

NREL CO-LEADING INTL PUSH TO ASSURE SOLAR PANEL RELIABILITY .... OPEC increased oil production to 31.5Mb/d in March, up 1.2M from Feb .... Global oil demand to increase over 2% (near 2Mb/d) this year: IEA .... Gazprom/Total NG production expected to start in Bolivia next year. Bolivia has up to 10.4TCF in reserves .... Petrobras selling 15Kboe/d of onshore production assets, infrastructure for $101M. 1st sale of $13.7B divestment by '17 .... Iraq paying Gazprom in Kirkuk-grade oil for work in E Iraq .... New US offshore drilling rule to prevent explosions will cost industry over $880M over 10 yrs.

BAD CALLS II .... "This telephone has too many shortcomings to be seriously considered a practical form of communication": Western Union internal memo, 1878 .... "Radio has no future": Lord Kelvin, 1897 .... "TV won't be able to hold onto any market after 1st 6 months": Darryl Zanuck, 1946 .... "No reason for any individual to have a computer in the home": Ken Olsen, 1977.

Friday, April 17, 2015

FRIDAY CLOSE .... Market down 279/76/23. Naz back to 50-day lines on heavier volume. WTI ~$56, Brent over $63. US natgas down to $2.64 .... (stock #s in %) AXPW up 45 with volume. BFRE up 41. GPRC up 15. WWPW up 14 .... OOIL down 25 with volume. FROT down 22, new low with volume. SWET down 14 with volume. PSON down 13. SZYM down 11. CABN down 9.

SCRAP FOSSIL FUEL SUBSIDIES NOW, BRING IN CARBON TAX: WORLD BANK CHIEF. 5-point plan for low-carbon growth .... US Senate OK'd motion to "insist" final spending bill includes measures to address human-caused climate change .... Top oil producing countries, comps pledged to stop NG flaring by '30 as part of agreement with World Bank .... Major investment groups asking SEC to require disclosure of climate risks of fossil fuels comps .... India 1 of last to file plan to cut HFC emissions .... Less wind stifling recent Cal pow gen .... W Va rewrote net metering standards. (Not good for clean power.) .... New species of tree-killing bark beetle found in Central Am .... Armed guards keeping 24/7 watch over last male northern white rhino .... Mexico launched gill net ban to protect rare porpoise .... TVA finding el demand growth doesn't exist at this time to justify continuing to build new nuke plant .... Clean power investment down sharply in Australia .... Australia's largest utility committed to close all coal plants within 35 yrs. Starting to build 102Mw solar plant .... Up to 6Gw of wind power may be blocked in France by military, national weather service. Radar interference. France plans 19Gw wind by '20, 9.1Gw at end of '14 .... 1st unit of 330Mw run-of-river hydropower plant in N India now on grid. 3 more units by July. Est $439M project .... OPEC can now pump ~33.5Mb/d: IEA. Well above their 29.5M demand. But spare cap could more than halve this year .... US coal industry has shed near 50K jobs since '08. NG, clean/ren power industry has added over 200K .... UK biodiesel consumption up 25% in '14, 3.4% of diesel use. Ethanol use down 1%, 4.6% of gasoline .... Swiss comp nixed $428M investment in S Africa canola biodiesel project .... Oak Creek sold 1st 2 construction-ready phases of 148Mw wind project in Mexico. OPIC, NADB finance .... Macalester College in St Paul going 100% solar power with Sun Ed (SUNE) help .... Greenbacker (NY) bought ~2Mw Florida solar for ~$4.15M .... US GHG emissions up 2% in '13: EPA .... Stanford U now runs on 65% clean/ren power.

FRIDAY OPEN .... Market down 275/66/20. Volume heavy. WTI over $56, Brent over $64. US core inflation up. Canada core inflation highest in over 6 yrs .... (stock #s in %) BFRE up 21. MMMW up 19 with news. WEST up 3 after reporting .... OOIL down 23 with volume, news. CHGT down 14. EVSI down 12 with news. LYSDY down 12. FTEK down 2, new low.

Thursday, April 16, 2015

THURSDAY CLOSE .... Market down 6/3/1. Volume light. WTI over $56, Brent over $63. US natgas up to $2.67. ISIS advancing on Ramadi Iraq .... (stock #s in %) OOIL up 46 with volume, news. PSON up 34. SRWRF up 16. MMMW up 15 after new low with volume. CCTC up 13. HQCL up 11. LEOM up 10. SEDG up 5, new high. SUNE up 1, new high .... DSTI down 43. CGYV down 41. AXPW down 24, new low with volume. AQNM down 21. FROT down 20. BFRE down 17. WEST down 16. CHGT down 15 with news. PRHL down 15 with volume after reporting. BSRC down 13. CDXS down 11 after new high with volume. ALTI, LSCG down 11.

2/3 OF AMERICANS FAVOR A CARBON TAX IF MONEY SENT BACK TO HOUSEHOLDS. Otherwise, only a majority .... Putting price on carbon saved Microsoft $10M/yr .... Global "green bonds" market at $500B. But clarity needed on what "green" is: expert .... EC OK'd 29.3B euros of German offshore wind .... New US mercury emissions standards have kicked in. Also, EPA coal ash final rule now official .... Oregon spending $1.5M to replace polluting stoves, fireplaces .... China officials to ban water-contaminating mills, refineries .... Record West Nile disease outbreak in Cal .... Oil/gas industry surged past cows as top US methane emitter: EPA. (For years, I've been suggesting cow gas capture bags. Just kidding.) .... Cal grid ready for 100% clean power: state regulator .... New FERC chairman 1st day on job .... Drilling ban overturned in New Mex, oil/gas industry withdrew lawsuit .... Dutch court suspended NG production in Europe's largest field after quakes .... US crude inventories up just 1.3M bls last week. Production estimated down 20Kb/d .... N Dakota reporting 900 wells drilled, waiting to be fracked. Est. 1,400 in S TX .... 244Mw First Energy coal unit on Lake Erie deactivated yesterday. Plant dates to 1930 .... Risen Energy to supply 200Mw of solar modules, 1Gw of solar project construction in Inner Mongolia next 3-5 yrs .... ET Solar to help build 70Mw plant in Philippines. Online March '16 .... Duke to build 17Mw solar for Camp Lejeune. Solar World (SRWRF) panels, GE inverters. Online this year .... Southern bought controlling stake in 32Mw Cal project from First Solar (FSLR). Online soon .... Allete bought 2 MN wind farms, 97.5Mw total, from EDF unit for $47.5M .... Nordic Investment Bank backing Helsinki's 1st waste-to-energy plant with 64M euro loan .... Murray Coal laid off 200 .... India coal mining surge to combat chronic power outages.

THURSDAY OPEN .... Market down 21/2/2. Volume normal. WTI over $55, Brent over $62 .... (stock #s in %) AWSL up 16, new high with volume after reporting. SRWRF up 16. HQCL up 11 with news .... DSTI down 43. CGYV down 41. WEST down 21. PRHL down 19 after reporting. AXPW down 19, new low with volume. BSRC down 13. CHGT Down 13 with news. LSCG, BFRE, ALTI down 11. SENY down 10.

Wednesday, April 15, 2015

CLEAN POWER YIELDCOS TO BECOME $100B MARKET: Greentech Capital. $27B now .... Bio Therm 251Mw orders for S Africa wind, solar .... Siemens 100Mw wind turbine order for Ontario project .... Sappi 25Mw order for S Africa biomass plant .... SPI Solar (SOPW) bought 30Mw of development rights in Japan. All online 1Q16 .... Nordex 17.5Mw wind turbine order from France. Online summer '16 .... Ballard (BLDP) order for 8 buses in China. China wants over 1K clean power buses .... Boeing, S Africa developing jet fuel from nicotine-free tobacco .... Viaspace (VSPC) to build 12Mw Giant King Grass power plant in Nicaragua .... Yingli Solar 15.5Mw order for 3 NJ projects. Online in 3Q .... XsunX (XSNX) started build of 2 solar projects. Total 300Kw. 3-yr return on investment .... Jinko Solar 186Kw rooftop solar in Costa Rica with grid tie-in.

WEDNESDAY CLOSE .... Market up 76/33/10. Volume normal. WTI ~$56, Brent over $60. Less than expected US crude inventory rise. US NG up to $2.60. ECB staying with QE. Ruble rally, banks unwinding emergency rates. Paulson: China running out of econ steam. ISIS operating in Mexico 8 miles from US: report. Iran redeploying fighters to defend Damascus. Syria rebs won't join al qaida, losing battles after US general left. 2B adults use only cash: World Bank .... (stock #s in %) ALTI up 24 on 400 shares. BSRC up 15 with volume. LMRMF up 15. WWPW up 14. CHGT up another 12. LSCG up 10. RBCN, LEDS, AXAS, ASYS up 8. CDXS up 8, new high with volume. LYTS up 5, new high with news. FSLR up 4. TERP up 2, new high. SUNE flat, new high .... CCTC down 37. AXPW down 21 with volume. NGLPF down 13. CCGI down 12. ACFN down 11. LEXG down 11, new low. SWET down 10 with volume. SSOL down 9. RGSE flat after new low.

WARMEST MARCH ON RECORD GLOBALLY: Japan Meteorological Agency .... 3-month dry spell in Montana .... World govts should make global warming climate change core part of foreign policy agendas: report commissioned by US, EU, UK, Germany .... Cal lets billions of gallons of fresh water flow straight into ocean .... BLM developing guide to calculate global warming climate change impacts of mining oil, NG, coal from public lands .... US govt carbon capture efforts a "scam": Greenpeace .... Bloomberg urging using NRA tactics to fight global warming skeptics .... TX Senate voted to end renewable energy program .... Sierra Club opposing AZ NG plant upgrade .... Overfishing at "all-time low": US govt report .... Arkansas rural utilities telling EPA they're "tapped out" on efficiency efforts .... El co-ops asking EPA for more time on Clean Power Plan .... US forced to import corn as shoppers demand organic .... US to become net exporter of NG by '17: EIA .... Judge found Enbridge's proposed $2.6B, 610-mile oil pipeline warranted Minnesota's "certificatae of need" .... Oil rig count for 4 Mideast OPEC countries up 6 to 161 in March. Global rig count down 104 since July to 976.

WEDNESDAY OPEN .... Market up 88/22/11. Volume light. WTI ~$55, Brent ~$60. US factory production up slightly. ECB, Poland kept rates steady .... XDSL up 20 with news. ZAAP up 12. CHGT, LEDS up 8 more. SUNE up 2, new high. TERP flat, new high .... BFRE down 17. SSOL down 16. EVSI down 14. CCGI down 12. SWET down 10. RGSE down 2, new low.

Tuesday, April 14, 2015

TUESDAY CLOSE .... Dow up 59, Naz down 11, SP up 3. Volume light. WTI over $53, Brent over $58. US natgas up to $2.53. Bonds overvalued. 1st leveraged China ETF. China growth faster than India about to end. White House signalled acceptance of Iran deal review by Congress. Cuba no longer on US state sponsor of terror list .... (stock #s in %) DSTI up 99. CCTC up 77 with volume. AMLM up 38. PTOS up 29. NGLPF up 26. SZYM up 23 with volume, news. FNVRF up 20. PRHL up 17. FROT up 15. GPRC up 14, up 8x yoy. SENY up 13 with volume after reporting. CCGI up 12. DPSM up 10. CLNE up 9 with volume. AXPW up 6 with volume .... CSOL down 34. BSRC down 23. SPIR down 22 with volume. MMMW down 21 with volume. ALTI down 18, new low. LSCG down 16. SWET down 14 with volume.

WORLD'S LARGEST ORG OF PHYSICISTS NOW SAYS EVIDENCE FOR GLOBAL WARMING not "incontrovertible", reversing '07 call. (Could we the countries be doing enough so far?) .... Judge ruled against restarting 2 nuke reactors in Japan. (Case of to be sure, fear or other?) .... Nigeria, Rosatom deal for up to $80B of nuke power development .... Ontario plans to link with Cal, Quebec for carbon market .... France to Australia: release "ambitious" climate plan that fits with 2*C target .... India launched its 1st air quality index for 10 cities .... Dutch govt sued over failing to cut GHG emissions .... Blue jellyfish-like creatures washing ashore in Oregon. (Fukushima was how many years ago? Eee.) .... Al Gore: utilities using atmos as "sewer". He's also teaming up with Tea Party to fight solar-hating utilities .... Growing "warm blob" in Pacific Ocean .... Japan GHG emissions up 1.2% to 1.4B tons in FY13 with increase of coal power gen post Fukushima. Up 9.9% in commercial sector .... New US govt reg aims to prevent offshore oil rig explosions 5 yrs post BP in GOM .... Com Ed OK'd to deploy drones for power system inspections .... Russia oil pipes spilling millions of tons/yr, causing widespread enviro damage that largely goes unreported: Greenpeace Russia .... Unplanned OPEC crude supply disruptions avg 2.7Mb/d in Feb. 2.4M avg in '14 .... Iran comps trying to buy Swiss refinery now controlled by Libyan interests .... Petro China passed Exxon as biggest energy comp by market value. Petro Chi A shares up 60% last 12 months, X down 14% .... March US oil train traffic down 7% yoy .... EIA: US coal production est 926M tons this year, down 17M from last month est .... China enviro ministry nixed 1Gw hydro dam on eco vulnerable river already damaged by construction. China hydro cap to rise 60Gw next 5 yrs .... DOE initial OK for $269M loan to Alcoa for new factory cap for aluminum for vehicles, cap coming online within months. Over $16B of DOE funds still available for loans. (DOE, please, get more creative. Alcoa's got money.) .... Duke Ohio got PUCO OK for new power security plan .... India plans push for green bonds .... SPI Solar (SOPW) buying development rights for 50Mw in UK. Projects each less than 5Mw. All online by 1Q16 .... Marubeni, EDF unit to build 146Mw solar in Chile. As much as $334M .... Martifer installed 57.8Mw solar in UK.

TUESDAY OPEN .... Market down 27/34/7. Volume light. WTI ~$53, Brent over $58. US wholesale prices up, retail sales up less than forecast. UN Security Council banned arms sales to either side in Yemen. Indonesia held rates steady, inflation rising .... (stock #s in %) AMLM up 38. PSPW up 25. SZYM up 19 with news. GPRC up 14. CHGT up 11. TPLM up 10 after reporting. AXPW up 10 with volume .... CSOL down 34. MMMW down 22 with volume. LSCG down 15. BSRC down 14. ASPW down 10. XDSL down 10 with news.

MONDAY CLOSE .... Dow down 80, SP down 9. US natgas $2.49 .... (stock #s in %) CSOL up 52. AXPW up 29 with volume. LEDS up 22 with volume. SSOL up 20. AMPD up 14 with volume. ALTI up 10. AMRS, HQCL up 7 .... GPRC down 26. DSTI, ECOS down 19. LSCG down 11. WEST down 7.

Monday, April 13, 2015

US PUBLIC SUPPORT OF NUKE POWER 51%: POLL .... Russian bank seeking rating from China rating firm, "tired of" Moody's, S&P .... Ruble up 14% in last month with 17% interest rates .... France, Italy, Germany, UK to be founding members of Asia (China's) "IMF/World Bank". Beijing already committed 1st $50B of bank's $100B start-up capital .... US expediting weapons to Sauds for Yemen help .... Pakistan - up to its ears in debt to Sauds - turned down Saud request for ground forces for Yemen .... China island-building in S China Sea ruining coral reefs: Philippines. Up to $100M losses in fish breeding grounds at risk for region .... China official who ran oil giant admitted to bribe taking .... Scientists predict mild Atlantic hurricane season this year .... Vancouver announced 100% clean/ren power commitment .... Norway targeting "worst climate offenders" in divestment plan for $885B fund .... China risking social conflict if it doesn't control pollution: govt report .... DC circuit court to hear challenges to EPA Clean Power Plan .... Judge ruled for Shell v. Greenpeace protests of Arctic drilling .... US crude inventory up 12M bls week before last .... Sauds ready to cut production to raise prices, but not alone .... China SPR 3rd phase to bring capacity to 232M bls, ~37 days of current imports .... Saud energy official: world oil demand expected to hit 105Mb/d by '25 .... PA utility 13% rate hike to avg. $136/Mwh .... FBI joined Oregon state investigation into $12M of creds for Solar City (SCTY) for Oregon university system installs .... Gamesa 2 orders from China. 98Mw. Part of 150Mw deal from last Sept .... Trina Solar 116Mw order for 231Mw Toyo project in Japan. Online in '19 .... Lockheed seeking 10% of waste-to-power market over next 5 yrs. 5Mw German project online by '17.

GLOBAL BIOFUELS INVESTMENTS DOWN 8% IN '14 .... Indonesia palm oil production up 17% in March .... Zimbabwe cut E15 blend to E5. Ethanol shortage from incessant rains holding up cane harvest.

100M GALLON OF SEWAGE RELEASED FROM LOUISVILLE INTO OHIO RIVER from power outage over weekend. (How much would backup power cost?)

MONDAY OPEN .... Market up 33/21/2. Volume normal. WTI ~$52, Brent over $58. Russia recalled $245M from IFC. Record low Turk lira. India inflation down, may lower rates. ISIS attacks on Tripoli embassies .... (stock #s in %) CSOL up 52. CHGT up another 27. AXPW up 26 with volume. LEDS up 22. PRHL up 17. FROT up 16. CCTC up 11. PSON up 10. CABN up 9 .... LSCG, EVSI down 15. MMMW down 10. RGSE down 7, new low.

Friday, April 10, 2015

MARYLAND RESEARCHERS LINK HIGHER RADON LEVELS (30-40%) IN HOMES TO FRACKING .... Almost 9B bl oil find onland Britain. But how hard (costly) to get it out? .... Calif fining PG&E $1.6B for deadly natgas pipe explosion in '10 .... Shandong China making buildings more efficient, high use of BIPV (building integrated PV solar). Way ahead of China national goals .... US crude inventory up 10.9M bls last week. Extra imports .... US oil production up 8Kb/d in lower 48 last week. (EIA trend line projections.) .... Global oil stockpile expected to grow avg 1.7Mb/d rest of 1H15 .... New estimate 1Mb/d increase in global consumption of oil in '15, 1.1Mb/d in '16 .... Non-OPEC production up 700Kb/d in '15, 400Kb/d in '16. OPEC production up slightly in '15, down 500Kb/d in '16. (Iran sanctions not figured in.) .... N Dakota oil production down 1.5% in Feb after down 3.1% in Jan .... One Roof Energy to expand solar services to Conn, NJ.

GLOBAL CLEAN POWER INVESTMENT DOWN 15% IN 1Q. ~$50.5B. Lowest in 2 years. 1Q14 $59.3B. Europe down 30% on year, China down 24%, Brazil down 62%, US up 2%, India up 50%, S Africa went from virtually nothing to $3B. Utility-scale down 19%, wind down 30%, solar up 7% to $32B .... IMF: world "persistent reduction" in econ growth since Great Recession. No signs of return to previous "normal". Record high debt ratios, central banks running out of ammo .... Germany, KfW to buy 1B Euros of green bonds .... DOE $200M nextgen supercomputer at Argonne to advance new energy work .... Wisconsin official banning any mention of global warming climate change. (Mister Ostrich.) .... Obama pledged $20M for clean/renewable power for Caribbean. (That's about out of his own pocket.) .... Massive methane cloud over US southwest. Scientists investigating. (It's the aliens or alqaida.) .... EC OK'd Netherlands clean/ren power subsidy plan.

FRIDAY OPEN .... Market up 58/9/6. Volume a little light. WTI over $51, Brent over $57 .... (stock #s in %) PTOS up 44. AXPW up 43 with volume. NGLPF up 16. CHGT up 14. SWET up 10. SSOL, ALTI, ACFN up 9. SUNE up 2, new high .... CERE down 22 after reporting. PSON down 11. DSTI down 10. BFRE down 9.

Thursday, April 9, 2015

THURSDAY CLOSE .... Market up 56/23/9. Volume a little light. WTI over $50, Brent over $56. US natgas down to near $2.50. China stocks may correct over 20%. Strong dollar (up 25%) bad for US corp earnings. No Greece/Russia deal. US wholesalers facing inventory glut .... (stock #s in %) CGYV up 70. AMLM up 29. FROT up 25. CHGT up 24 with volume, news. XDSL up 20. AXPW up 16 with volume after new low. SENY up 16. PSON up 13. WNDW up 12 with volume, news. (I own). DSTI up 12. CBAK up 12 with volume. CSUN up 9 with volume. PLUG up 5. SLTD up 5 after reporting. SCTY up 3 with volume, news. SEDG up 2, new high. SUNE up 1, new high with news .... ASPW down 25, new low with volume. BFRE down 21. SPIR down 19, new low with volume. AMPD down 11. CERE reverse split. PG&E fined $1.6B for NG pipeline explosion in SF yrs ago.

ABRUPT CLIMATE CHANGE WITHIN DECADE TRIGGERED BY RUNAWAY MELTING OF ARCTIC PERMAFROST extremely unlikely: Nature magazine. (Key words may be "within decade".) .... Europe scientific body says neonicotinoid pesticides (bee killers) probably more damaging to ecosystems than previously thought. EC banned 3 of them in '13 for flowering plants .... Calif cities bracing for 10-35% water use cuts .... Bloomberg charity putting $30M more into Sierra Club's "Beyond Coal" campaign .... W Canada glaciers declined 11% '85-'05. Declined 20% on Rockies' east slopes .... Lawsuit brought by 2 Oregon teens suing state for failing to act on climate change before judge today .... Wild bison birth east of Mississippi R .... Black flamingo seen on Cyprus .... Judge halted Navajo coal mine expansion .... Western Energy plans $1B, 750Mw power plant in US' 4 Corners region. 680Mw combined-cycle NG, 70Mw solar .... US N west native nation suing over oil-by-rail shipments .... 800Mw coal unit commissioned in India .... Japan has 43 coal power plants in construction or planned. 21Gw .... Sun Edison (SUNE) to build 3 more solar projects in Utah. 262Mw total. Online in '16. Already developing 720Mw solar in Utah .... Statoil, partners found more oil in US' Gulf of Mex .... Advanced Power (Swiss) got finance for $900M, 700Mw combined-cycle NG power plant in Ohio. To use Utica shale gas. Online late '17. Bechtel building. Close to AEP power lines (coal plants to close) .... REC to supply panels for Tucson's TEP residential solar program. 3.5Mw. Shipments start May. No upfront install, maintenance costs for customers. Flat monthly rate fixed for 25 yrs .... U of N Carolina's EPIC validated SolarWindow (WNDW) less-than 1-yr financial payback of solar film for windows. (I own.) .... 1366 Tech (US) got $5M more from China comp toward solar wafer factory in China. Total funds now $70M. Wafer production at least 10% less cost than industry .... First Fuel - energy mgmt software, services - closed $23M finance round to expand biz. Global bldg energy efficiency market est up to $620B/yr by '23. $307B in '14 .... US Navy allocating Hawaii land for 50Mw solar .... Red Rock to make biofuels from forest, sawmill waste. 1st plant planned for Oregon - 15M gal/yr by '17. $70M Fed grants toward $200M plant. Southwest Air to buy 3M gal for 50-50 blend .... Orion Energy (OESX) FY revs $72-74M. LED lighting. LED lights now 53% of lighting market .... Judge allowing uranium mine to reopen near Grand Canyon .... USDA announced grants for dam repairs, wood-to-power projects.

EXTRACTING, USING ALL WORLD FOSSIL FUEL RESERVES, RESOURCES WOULD LEAD TO 16.2*F GLOBAL TEMP RISE. Scientists predict global disaster at 3.6* above pre-industrial age temps. We already have 1.7* rise.

THURSDAY OPEN .... Dow down 48, Naz up 3, SP down 1. Volume normal. WTI over $50, Brent over $56. ECB $1.3B emergency funds boost for Greek banks. Greek industrial production jump .... (stock #s in %) CHGT up 20 with news. ZAAP up 9. WNDW up 7 on yesterday's news. SLTD up 5 with news. SEDG up 3, new high. SUNE up 2, new high .... ASPW down 45, new low. BFRE down 15. OOIL down 5, new low.

Wednesday, April 8, 2015

WEDNESDAY CLOSE .... Market up 27/40/5. WTI ~$51, Brent ~$56. US natgas ~$2.61. US interest bill may triple by '23. (Ouch, bankrupt. Sorry kids.) Greece PM told Putin EU sanctions econ war. (Duh). Russia govt behind White House computer hacks. Dimon: Treasury move a "warning shot". $300M jewelry heist in England. (What, 10% take on black mart?) .... (stock #s in %) OPTT up 20, new high with volume after reporting, news. FROT up 14. CHGT up 13. AETI, LSCG up 12. CCTC, SSOL, WWPW up 11. HYSR up 10. WNDW up 6 with news. AXPW up 6 with volume. (Fighting back?) SEDG up 2, new high. TSLA up 2 with news ,,,, CSOL down 34. ASPW down 33, new low with volume. AMLM down 17. PSON down 14, new low with volume. BFRE down 13. MMMW down 13, new low with volume. CSGH down 12, new low with volume. ZAAP down 12. RGSE down 2, new low with volume.

AEP TO CLOSE 7 COAL PLANTS IN OH, WV, IN, VA BY JUNE. 2 more converting to natgas. Some plants date to '50's. 9 plant total ~6Gw .... Defense comps to join NATO in June to start testing military ability to use clean/ren power in combat, humanitarian ops .... Northeast US utilities could lose up to 1/2 of residential sales by '30 as customers install solar with batt storage: Rocky Mountain Institute .... Cal residents cut water use 2.8% in Feb. Many Cal residents pay flat rate for water not measured .... Americans drove 3.02T miles in '14, up 1.7% v. '13. US vehicle emissions ~30% of all US emissions .... Global revenues for products that increase energy efficiency of buildings est. to increase to over $620B/yr by '23 from $307B in '14: Navigant .... Conservation investing could triple in 6 yrs: Nature Conservancy, EKO .... Gulf spill (BP) cleanup dispersant causes respiratory damage: study .... Fukushima radioactive water could be evaporated, stored underground .... Shell to buy BG Group (LNG) for near $70B to get up to Exxon level .... Exxon seeking $500M tax rebate from Russia for Sakhalin work .... Maersk Oil started production from new N Sea field. 30 yrs of reserves. Peak production by '17. $650M invested .... India bought its 1st oil for its strategic petrol reserve .... Chevron pulled out of Australia shale gas project. Conoco, Hess, Statoil already out of their projects. (Logistical costs, etc.) .... Africa Petrol Production Ass calling for global oil output cut for price rise .... Argentina sitting on 802TCF shale gas, 27B bls shale oil. But $11M/well v. intl standard $7M. (And politics.) .... 200-mile NG pipe to be built from Permian Basin to Mexico border. '19 completion of 570-640MCF/d capacity. $450-500M cost. 1st phase 170MCF/d online in '17 .... US crude production (including condensate) up 1.2Mb/d - 16.2% - in '14 to 8.7M. Rystad predicting US peak at 9.7Mb/d this Sept if WTI avgs. $55 .... ND now requiring removing volatile fuels from oil before loading on trains .... ND joined WY lawsuit challenging BLM requiring fracking chem disclosure on Fed lands .... NOAA collecting air samples over oil/gas drilling to document higher ground level ozone .... Georgetown, TX - 50K citizens - going 100% clean/ren power when Sun Edison (SUNE) completes 150Mw solar plant next year .... EIA lowered '15 US oil production growth to 550Kb/d from 700K, '16 growth to 80Kb/d from 140K .... EIA revised US NG demand to 2.8BCF/d in '15 from 2.3B for 76.3BCF/d. (My math 27.8TCF/yr.) Supply to increase just .1BCF/d. (There's a prob.) Est. '16 demand to fall to 75.8BCF/d. (How does that happen with everyone going NG?) .... Brent prices may fall $5-15/bl in '16 if Iran sanctions lifted .... Iran media calling for boycott of Saud oil over Yemen bombing (as Iran reportedly sending battleships to Yemen.) .... US March oil-by-rail shipments down 7% on year .... Gazprom Neft agreed to buy 49% stake in Vietnam's only refinery, joining with Petro Vietnam to explore/develop oil/gas in Pechora Sea (Arctic) .... Wind Capital Group selling its last 2 wind farms - 150Mw, 210Mw - to Pattern (PEGI) for $244M .... Yingli supplied 15.5Mw solar to Marina for 3 NJ projects. All online by 3Q .... Sun Ed, Flextronics (FLEX) expanding partnership to make solar modules in Mexico .... Enphase (ENPH) expanding to Netherlands .... Joule Assets expects to close $100M energy efficiency fund this month .... New Tesla (TSLA) base model includes AWD, longer range .... India officials killed 20 wood smugglers. (Can't law enforcement aim for legs?! Godssakes.)

WEDNESDAY OPEN .... Market up 28/13/--. Volume light. WTI over $52, Brent ~$58. BOJ keeping stimulus, inflation zero .... (stock #s in %) FROT up 47. OPTT up 21 with volume, news after reporting. CHGT up 13. AETI up 11. CCGI up 10 .... BFRE down 26. AMLM down 23. CSGH down 12, new low with volume. LMRMF down 11. GEVO down 10. RGSE down 2, new low.

Tuesday, April 7, 2015

TUESDAY CLOSE .... Market down 5/7/4. Volume light. WTI ~$54, Brent ~$59. US natgas $2.70. IMF sees low potential world econ growth, urging policies to boost demand. Greek minister: evidence for massive German war reparations. (Yep, still feelin WW2.) White House, State Dept had power outage. (Attack?!) Iran deal could cut oil price up to $15: EIA .... (stock #s in %) PSPW up 55. CSGH up 52 with volume. CSOL up 52. LEDS up 16. SENY up 15. LMRMF up 12. CABN up 8. BLDP up 7 with volume, news. RVLT up 3 with volume. BFRE 60% dayride .... PTOS down 48. FROT down 23, new low with volume. LEXG down 22. BSRC down 17. JUHL down 14. SWET down 13 after reporting. AXPW down 10, new low with volume. (Struggling for existence with special batt tech?) CCTC, WWPW down 10. BBLU down 9 with volume.

65% IN US BELIEVE GLOBAL WARMING, CLIMATE CHANGE REAL. Under 1/2 think humans are primary cause. ~40% believe scientists are in broad consensus on the issue. 36% say global warming climate change will pose serious threat to their way of life. 18% say GWCC not real. 17% not sure .... Canada ruling out carbon tax .... India PM: country won't be pressured into emissions cuts. (Despite health costs, quality of life with pollution. Oy.) .... 1/2 of India rivers too polluted for drinking: scientists. (Just how sad.) .... California aquifers can no longer serve as backup water source in droughts: hydrologists .... Graphene membrane may lower high costs of desalination: study .... Tehran public transport getting el buses .... Push for 8-10 new nuke plants would bankrupt Eskom, S Africa: enviros .... Japan ruling party recommends country get its baseload power from sources on par with other developed countries. That means nuke, coal for them. Baseload = geothermal, hydro, nuke, coal .... $3.6M NOAA project to create "early warning" system for algae blooms .... Another bank turned its back on mountaintop-removal coal mining .... Chesapeake Bay nutrient crackdown making "steady" progress: analysis .... US Transportation Safety Board wants stiffer standards for rail oil tankers .... Georgia Power OK'd to recover more costs of nuke power project .... UK kick-starting underground coal gasification industry without public discussion. (More polluting than coal power.) .... US oil rig count down 23 last 2 weeks. (Reductions about done.) .... Large productivity increase from "new tech" in shale oil wells not true: Post Carbon Institute .... Shiite militias engaged in widespread looting, burning homes, executions of Sunnis who didn't flee Tikrit .... Iraq crude exports up 15% in March, highest in 35 yrs. 4-mile line of supertankers sitting off Basra to get loaded. Contract renegotiations with foreign oil comps .... Free Syrian Army, some alqaida captured main border crossing with Jordan. Looted the place, holding Lebanese truck drivers hostage .... Libya National Oil Comp says its producing up to 564Kb/d, expected to increase. Tobruk govt still trying to get oil money out of Tripoli. Would destroy country's central banking system, deepen chaos .... Iran has est. 20-30M bls in floating storage ready for sale if sanctions lifted. 1Mb/d of production shut-in by sanctions .... Aden, Yemen still under seige. Power outages, food shortages. UN fears major humanitarian crisis .... Oil industry official says China's oil storage cap almost full. 132M bls new cap to come available in 2H15. Est. 620Kb/d has been going to storage .... March Russia oil production 10.7Mb/d .... 3-month deal between Ukraine, Russia for NG @ $248/KCM v. $329 in 1Q. Still $5B contention. (Russia began in Kiev.) .... New oil discovery in deepwater off Malaysia .... UAE plans public-private partnership for 100Mw solar .... DONG bought rights for 1Gw US offshore wind project .... SEB, KfW financing 60Mw Lithuania wind project with 89M Euro loan .... ET Solar to build 50Mw solar in Israel .... Scientists using corn husks to make cheaper hydrogen fuel .... Ship collision spilled oil into Mississippi R.

WHITE HOUSE INITIATIVE TO PROVIDE VETS TRAINING FOR SOLAR INDUSTRY. Part of overall goal of training 75K solar workers by '20 .... E.ON to shut 2 combined-cycle NG power units. Cites no prospect of profitable ops when current operating contract expires March '16. 846Mw, 550Mw units among most efficient in world. Just 4-5 yrs old .... Coal power plants set to decline in UK with doubling of carbon tax .... Wastewater could be used to grow algae for biofuels instead of feeding lake, bay "dead zones" .... Over 10K Tesla (TSLA) deliveries 1Q15, up 55% on year .... Shockwave fracking tech could eliminate water need (~ 3-4M gal/well). Being developed by India comp .... Japan could triple its power from clean/renewables by '30: study .... Great Lakes smelt decline alarming, puzzling researchers .... LA, San Diego in water dispute. Sacramento water districts mulling merger .... Chem spills from power plant into Lake Erie .... IL bill signed to delay review of smart grid initiatives .... Brit comps have new oil/gas find off Falklands. Argentina wants to prosecute .... APS asking AZ regulators to increase grid access charge from 70 cents/Kw/mo to $3 for future residential solar customers. Or choose demand-based rate .... ABB got $130M order for power lines for DONG Irish Sea 660Mw wind project, 367Mw existing wind farm .... Scot Parliament backing 70Mw wind project .... Baywa finished 85Mw solar farm in time for Taiwan deadline .... Fujian Funeng OK'd to build 96Mw wind project .... US rural utilities protesting DOE withdrawal of water heater rule.

TUESDAY OPEN .... Market up 82/29/7. WTI over $52, Brent ~$58. Russia ruling out QE. India interest rates held steady .... (stock #s in %) PSPW up 55 with volume. ERII up 13 with volume. BLDP up 8 with volume, news .... PTOS down 48. BFRE down 33. FROT down 21, new low with volume. CSGH down 15. JUHL down 14. SSOL down 12. WWPW down 10.

Thursday, April 2, 2015

THURSDAY CLOSE .... Market up 65/6/7. Volume light. WTI over $49, Brent over $55. US natgas up to $2.70. Iran agreement on outline for nuke bargain. Greece runs out of cash next week. ISIS kicked out of Tikrit. Shi'ite rebs pushing into Aden in Yemen. Kenya university massacre. Canada GDP down .1% in Jan .... (stock #s in %) BSRC up 33. GEVO up 15. AWSL up 14. PSPW, NANX up 11 with volume. DPSM up 10. SEDG up 3, new high .... ASPW down 41. CGYV down 20. SLTD down 11 with volume. PRHL down 10. GPRC down 9 with volume. AXPW down 7 with volume .... Well, break the bread and have some wine, pards. Have a nice weekend.

OVER 50GW OF WIND POWER INSTALLED GLOBALLY IN '14. Total capacity now ~370Gw. China put up 23Gw in '14, their total now over 114Gw. Industry expects '15 to top 50Mw, est. 60Gw/yr by '18 .... Mandatory 25% water restrictions for Cal urban residents. Cal drought worsened by global warming climate change: scientists .... Record high temps on Antarctic Peninsula in latest summer. Ice loss accelerated on continent .... Record high temps in March in US west .... Plastics piling up in Mediterranean .... Roundup classified as "probable carcinogen" .... Portland, OR banned use of "bee-killing" chems on city land .... LED-lit indoor farms yield more crops with no pesticides .... No signs of spillage from deadly Gulf of Mex oil rig fire .... Oil/gas industry lost near 100K jobs so far .... US crude inventories up 4.8M bls last week .... Wyoming winter ozone linked to driller's wastewater plant .... BP arguing it won't be able to pay all of US fines for Gulf of Mex spill without financially dismantling its US oil subsidiary .... Solar Frontier completed 150Mw CIGS solar panel factory in Japan .... Duke plans 500Mw of solar in Florida.

THURSDAY OPEN .... Market up 63/5/7. Volume light. WTI over $49, Brent over $55 .... (stock #s in %) AWSL, PSPW up 11. GEVO up 10. SEDG up 2, new high. SUNE up 1, new high .... CGYV down 20. BFRE down 19. BLQN down 16. SLTD down 2 with volume.

Wednesday, April 1, 2015

WEDNESDAY CLOSE .... Market down 78/20/8. Volume normal to light. WTI up over $49, Brent over $56. US natgas down to $2.60. McDonald's pay raise, paid vacation for some. ISIS infiltrated Palestinian refugee camp in Damascus. Jordan closed its borders. Japan won't join China "world bank". IMF backing China plan to make Yuan a global reserve currency. Cal ordered unprecented limits for water use. Super typhoon headed for Micronesia. NJ senator indicted for corruption. Ark gov won't sign religious freedom bill. Bernanke/Summers blog skirmish .... (stock #s in %) WWPW up 68 with volume. BLQN up 20 with volume, up 12x in last 12 months. LEDS up 15. BBLU up 13 with volume. ERII up 11 with volume, news. EVSI up 10 with volume. BYDDF up 10. RVLT up 5 with volume. SUNE up 4, new high with volume. JASO up 2 .... LEXG down 38. ALTI down 23 on bottom. PSPW down 21 with volume. GEVO down 17 with volume. LIME down 14. CREG, SENY down 11. JUHL, ASTI down 10. AXPW down 8 with slimmer volume. WNDW down 3.

OVER $2T INVESTED IN CLEAN/RENEWABLE POWER GLOBALLY LAST 10 YEARS. $270B spent in '14 for 103Gw. China most with $83B .... ADM adopted no deforestation policy .... Satellites show planet getting greener despite mass deforestation .... EU plan to end overfishing in Baltic Sea .... Hurricane-force winds killed 4 in Netherlands rare spring storm .... Interior Dept gave final approval for oil/gas lease sale in Arctic Ocean .... Methane leaks from US natgas pipe network far below EPA estimates after upgrades: study .... Reprogramming traffic lights could cut urban emissions: MIT research .... USDA wants dairy farms powered by methane from manure .... 18 state attorneys general sent EPA letter calling for end of Clean Power Plan .... Oklahoma oil production near double from '10 .... US gasoline demand up 6% in Jan, largest surge in over 20 yrs .... Oil/gas comps operating on Utah public lands have yet to plug, reclaim over 1K non-producing wells: BLM retiree .... US OPEC imports at 28-yr low .... Kansas linking quakes to oil/gas drilling. Sharply limiting well waste disposal, drilling activity in 2 counties .... New Mexico county pulled anti-fracking ordinance .... NY court refused to extend energy leases linked to fracking .... EPA released analysis of fracking ingredients .... Health professionals calling for 5-yr ban on fracking .... Venezuela slashed crude subsidy program with Cuba, Caribbean .... TX Jan oil production down 11% - 8.5M bls - v. Dec. NG production down 8% - 43BCF. Condensate production down 10% - 1.2MBOE. 45% drop in new oil wells completed in Feb v. Feb '14 .... Major NG discovery offshore Tanzania. 1-1.8TCF. Statoil. Now 8 significant discoveries offshore E Africa. Tanzania est. 53TCF recoverable NG reserves .... Dominioin to build 1.6Gw combined-cycle NG power plant in VA. Cost over $1B. Online in '19 .... Atlantic Power sold 521Mw of wind power to Terra Form (TERP) for $350M .... Broadwind (BWEN) $13M of new orders from US wind turbine maker .... Solar Power (SOPW) sold 6.4Mw project in Japan .... Pakistan OK'd guarantees for 5 230Mw wind projects. All online by '17. Pakistan soon to get $500M loan from IMF .... Vestas order for 21Mw Costa Rica wind project. Online by '16. 3Mw turbines .... UK comp invested $63M in 3 solar projects. Bought 100% of 2 projects of 15.3Mw, 8.2Mw; 64% stake in 14.7Mw project .... UK Green Investment Bank so far raised ~1/2 of $1.5B target for offshore wind fund .... Southern buying 299Mw Okla wind farm when completed. Siemens turbines .... Enel selling 49% stake in US clean power assets unit to GE for $440M. 760Mw of assets including 200Mw wind project in construction .... Enel OK'd 9B Euro capex budget for clean/renewable power projects .... EBRD backing Slovakia clean/ren power with 20M Euro loan .... DOE IG reported late night fights - some with death threats - among agents responsible for transporting US nuke weapons.

WEDNESDAY OPEN .... Market down 76/49/15. Volume normal. WTI ~$48, Brent over $55. US manufacturing expanded slowest since May '13 in March. ADP March private sector jobs disappointed. UK manufacturing up. Russia econ up .4% 4Q14. Iran deal "at hand": Russia FM .... (stock #s in %) WWPW up 26. ERII up 17 with news. AWSL up 17. PSON up 16. LTBR up 12. BLQN, BYDDF up 10. SLTD up 8 with volume after reporting. BBLU up 7 with news. QTMM up 6 .... DSTI down 36. LEXG down 26. JUHL down 10.