Thursday, May 28, 2015

THURSDAY CLOSE .... Market down 36/8/2. WTI ~$58, Brent over $62 .... China setting up weapons on new artificial islands in S China Sea. (What the hell, China?) .... Google took maps offline .... (stock #s in %) MDDD up 100. PSPW up 31. GEVO up 16. DPSM up 14. LEOM up 13, new high with volume. LMRMF, ENZR up 11. AWSL up 9 after reporting, up 4x in last 12 months. HQCL up 9 with volume after reporting. SEDG up 3, new high. SUNE up 1, new high. EMKR up 1, new high with volume. TSLA back over $250 with news. CREE back over $30 .... CCTC down 28. DSTI down 25, new low with volume. XDSL down 20 again. CERE down 17. ALTI down 15. CABN down 10. BLSP down 9, new low. AMSC down 4 after reporting. MXWL, RBCN down 1, new lows.

OBAMA ADMIN NEW RULE TO LIMIT WATER POLLUTION. Increases number of streams, wetlands, etc that receive automatic protection under Clean Water Act .... N Carolina coastline disappearing .... World's oceans 1 foot higher since industrial age began. Temp rise already 1*C: Sachs on Charlie Rose .... Cal incentive money to swap clunkers for EVs, other clean cars .... US wood pellets can provide "viable GHG reduction strategy for Europe": Duke study .... EPA proposes ban on pesticide spraying while bees pollinating fields .... Sales of energy storage batts to utilities taking off .... Blue Earth (BBLU) formed E2B Growth yieldco .... Sunpower (SPWR) 22Mw order from Cal school district .... Atlantic (AWSL) completed another solar project in Canada, launched NewYieldCo .... Sun Ed (SUNE) 14Mw project on Long Island .... Solar City (SCTY), Bank of America new program offering clean power tax equity investments .... Georgia Power customers soon will be able to get solar panels from GP for roofs: Southern CEO .... Hanergy Solar under investigation in Hong Kong .... Sky Solar (SKYS) 1Q net rev jump 65% yoy.

THURSDAY OPEN .... Market down 81/21/8. Volume normal. WTI under $57, Brent under $62 .... Roubini: money will be found for Greece .... (stock #s in %) HQCL up 11 after reporting. SEDG up 6, new high. XSNX up 5 (may be starting back up). SUNE up .5, new high .... XDSL down 20, SPIR down 16. CERE down 16 with volume. CABN down 9. MXWL down .7, new low.

Wednesday, May 27, 2015

WEDNESDAY CLOSE .... Market up 121/73/19. WTI over $57, Brent over $62. US natgas $2.84 .... (stock #s in %) CERE up 74 with volume, news. HYGS up 23 with volume. CCGI up 19. OESX up 18 with volume. CREG up 13. CABN up 10 with volume. MKTY up 10. LEOM, SLTD, CSGH up 9. PLUG up 5 with volume, maybe news. CREE up 2, just tracking .... JUHL, PSON down 13. OOIL down 12 with volume. SSOL down 12. VSPC down 11, new low with volume. LMRMF down 9, new low. ULBI down 9. AXPW down 3, new low. RGSE down .8, new low.

$542M CONTRACT LET FOR 350MW OF SOLAR THERMAL UNITS IN MOROCCO. Sener (Spain) already finished 160Mw unit to startup this year. KfW, World Bank, Africa Development Bank, Europe Investment Bank in on finance .... US comp to invest $250M in Ukraine bioenergy sector despite sharp decrease in "green tariff" early this year. US govt agencies ready to loan up to $250M at low rate. 20 biomass plants planned. Ag waste pellets. Potential 500Mw. Projected construction start by end of year .... Statoil drilled expensive dry hole in Norwegian Sea .... Exxon new oil discovery deepwater offshore Guyana .... Bakken data shows production plateaud at ~1.12Mb/d since Sept .... GA official denied permit for $1.12B, 360-mile gasoline/distillate pipeline. Not critical enough to condemn property, issue easements .... BNSF abandoned plans to buy 5K oil tanker cars .... ~19M bls oil shipped to Canada from US this year through early May. Gulf coast tanks would have run out of capacity if not .... US net natgas imports down 9% in '14. 1.17TCF .... TX, OK storms, floods shutting down some oil/gas ops. Drilling wastewater spill in Houston .... Vestas order for 33Mw in Austria. 4Q15 delivery start, online in 2Q16. Medium/low wind capability .... Duke, Austin Energy finished 200Mw wind farm in TX. 200Mw more in construction, online in '16 .... Enel finished 18Mw solar plant in Chile .... Sunlight-to-fuel project opened in Cal .... Westar to buy 200Mw wind power in Kansas .... Kyocera to partner with 3 comps for 92Mw solar PV park in Japan .... United PV Huaxia to develop 1Gw solar in China .... DOE IG found missing nuke-contaminated lube oil at Ohio facility .... Japan cleared 1st nuke reactors for restart .... Poachers killed 1/2 of Mozambique elephants in last 5 yrs: report. (Sorry for the sad end note. Onward and upward, pards.)

IF WORLD CONTINUES TO RELY HEAVILY ON FOSSIL FUELS, GLOBAL TEMPS COULD RISE AVG 11*F/ ~6*C BY 2100. (Pretty dang challenging, especially if population grows to over 10B+) .... Glaciers near Mt Everest could lose 99% of volume by 2100 from global warming climate change .... US needs to strengthen fed, state policies to meet '25 emissions target: report .... Wind, solar 100% of new US power gen cap in April. 511Mw wind, 50Mw solar. Wind, solar, geothermal, hydropower together 84% of 1.9Gw of new powgencap 1st 4 months of '15. 1.17Gw wind, 362Mw solar, 45Mw geo, 21Mw hydro. 302 Mw natgas added .... Clean/renewable power 17.8% of global grid cap in '10, 18.1% in '12. Has to be at least double that by '30 to meet targets. At least $1T/yr investment needed .... Geoengineering may be needed to save coral reefs from warming oceans: study .... Major insurance comp plans to dump fossil fuel holdings .... At least 22 oil comps - $33B of assets, 240Kb/d production - in financial distress. 1/2 in US, Canada .... Iran slashing fuel subsidies .... Managers of large investment funds urge nations to cut GHG emissions .... Pacific Island nations to get $450M from Japan to prepare for global warming climate change .... Road to/from N Slope Alaska oil fields crippled by flood waters .... US oil use fell 8.5% '05-'14 .... Of 523 coal power plants in US, 190 have recently closed or planned to .... Global nuke powergen peaked in '06 .... Wind now China's #3 powgen source after coal, hydro .... Solar now fastest growing power source globally .... Hydro 16% of world powergen .... Wind power near 370Gw installed globally in ~90 countries .... Car fleets now plateaud or shrinking in most major markets .... NOAA predicting quieter Atlantic hurricane season, more active Pacific.

WEDNESDAY OPEN .... Market up 107/36/10. Volume slightly light. WTI ~$58, Brent ~$63 .... Bernanke: no risk of hard landing in China, bullish on US econ .... Bank of Canada kept rates steady, recovery on track .... (stock #s in %) CERE up 75 with volume, news. HYGS up 26 with volume, news. LEOM up 14, new high. ABAT up 12 .... XDSL down 20. SSOL, JUHL down 13. CHGT down 12. BLDW down 12 with volume. OOIL down 11. NTCXF down 8. ENZR down 4, new low.

Tuesday, May 26, 2015

TUESDAY CLOSE .... Market down 190/56/21. WTI over $58, Brent over $63. US natgas $2.82 .... Dollar rally. Oil down .... Venezuela "running on fumes". 30% currency collapse .... 6 Iran food comps OK'd to export to Russia .... Russia reportedly using mobile crematoriums to hide Ukraine dead. (Um, sound a little Nazi-esque to you?! Man O man. That's our world. Reportedly.) .... India heat wave killed 800 so far. Capitol's roads melted, power outages. 122 degrees .... (stock #s in %) LMRMF, JUHL up 20. PRHL up 13. LEOM up 8, new high. NTCXF up 8. WEST up 7. OLED up .3, new high .... PSPW down 31 on 120 shares. DPSM down 17. CHGT down 16. CCTC down 15 with news. CABN down 14. CCGI down 10, new low. FSLR down 7 with volume, downgrade. LTBR down 6 with volume. FTEK down 4, new low. CREE down 4 with volume, news. ENOC, RBCN, RGSE down 3, new lows. MXWL down 2, new low. OESX down .9, new low with volume.

WIND, SOLAR 79% OF NEW US POWER SUPPLY SO FAR IN '15 .... Most corporate CO2 targets will fail to deliver on 2*C temp rise target: report .... Carbon capture necessary to keep burning fossil fuels: Shell chief .... Global clean/renewable energy industry employment up 18% to 7.7M this yr v. '14 .... Majority of automakers building less efficient models this year .... Record rainfall, floods in TX, OK over weekend .... Cal farmers agreed to cut water use 25% .... NOAA opened $25M forecast center for "all water-related matters" .... Court rejected Kansas challenge to EPA cross-state air pollution plan .... Supreme Court won't hear case on rate charges for "lost" el .... Taco Bell, Pizza Hut to phase out most artificial colors, flavors .... Top baby formula brand to offer GMO-free option .... Dam vandals spilled millions of gallons near San Fran .... Wind power stemming drought-linked hydropower shortages in Uruguay .... Wildfire closed Alberta oil sands ops .... US oil rig count down 1 last week. Horizontal oil rig count up 4 .... Iraq about to flood oil market if shipping schedules correct .... ISIS destroyed infrastructure at Tikrit-area oil field making field inoperable .... ISIS in Libya took over Sirte. Oil tanker in harbor bombed by Tobruk govt Sunday. Said ISIS militants, arms on board .... Varisk buying Wood Mackenzie for L1.85B .... JA Solar (JASO), Essel MOU to build 500Mw solar cell/module plant in India .... SPI Solar (SOPW) to joint develop over 500Mw solar PV in Japan with Uniroot .... Bio Therm selling 48Mw wind, solar to Sun Ed (SUNE) .... Xinyi Solar to sell 50% stake in 100Mw solar project .... Hydro-Quebec accepted 830Mw of clean power bids to meet winter demand .... Greece doesn't have $1.7B to make loan repayment to IMF early June. Greece ~E320B in debt, 26% unemployment, GDP down 25% last 5 yrs.

TUESDAY OPEN .... Market down 162/49/16. Volume normal. WTI over $58, Brent over $64 .... US capital equipment orders up .... US inflation under 2%: Yellen .... IMF: Yuan no longer undervalued .... S Africa GDP growth down to 1.3% on manufacturing slump .... Hungary cut rates to record low, 8 months of deflation .... (stock #s in %) LMRMF, JUHL up 20. ACFN up 12 .... XDSL down 20. CCTC down 14 with news. FSLR down 6 with downgrade. RBCN down 4, new low. RGSE down 3, new low. FTEK, OESX, MXWL down 2, new lows.

Friday, May 22, 2015

RUSSIA READY TO SUPPLY IRAQ WITH WEAPONS .... US anti-armor weapons due in Iraq next week ... (Let's hope new weapons aren't captured by ISIS.) .... ISIS overran Iraq govt lines east of Ramadi, seized last Syria-Iraq border crossing .... Syria rebs seized hospital holding 150 soldiers .... Iraq forces cleared route from Baghdad to country's largest refinery .... What a world, pards. What a world. Who's in on Jesus' return?

OVER 2K INTL COMPS CALLING FOR PRICE ON CO2, GLOBAL CLIMATE DEAL THAT LEADS TO NET-ZERO EMISSIONS. 2-day Paris summit .... Clean Power Plan would raise el prices 4.9% above current trajectory by '20: EIA. (That's not much, folks, for less global warming, cleaner air. Right?) .... Saud oil minister: fossil fuels could become unnecessary by mid-century .... Subsidies for fossil fuels should end: former BP chief. (Is that you, Tony "I just want my life back"?) .... China's coal use down ~8% so far this year, emissions down 5% .... Beijing to quit coal use by '17 .... Murray Coal to lay off 1,800 .... Over 220 institutions now committed to divest fossil fuels since '12 .... AXA to divest E500M of coal assets, made E3B "green" pledge .... Over 44K folks planted over 647K trees of over 200 species in 150 locations in Ecuador in 1 day .... Bakken drilling costs running $29-77/bl .... 500Kb/d of new oil production to come online globally in '22 instead of '20 because of capex cuts .... OPEC could capture up to 2Mb/d more of global market share next 5 yrs from scaleback of non-OPEC producers .... By summer '16, Eagle Ford production costs to be $10-15 less than peak. Oil field service comps charging less .... US school districts switching to propane from diesel for buses. Stricter emissions rules coming .... Cal growers will give up 1/4 of their water use if Cal promises not to make further cutbacks .... El Power Assoc pulled out of deal with Mississippi Power to share cost of $6.2B "clean coal" plant. Its power will be too costly .... Turkey planning to double coal power capacity .... Kenya awarded 2nd-ever coal mining license to China consortium .... S Dakota to teach students climate science under Natl Research Council standards .... US crude inventory down 2.7M bls last week .... Tech, fundamentals indicating WTI drop below $50 inevitable .... Shell plans 2 new Arctic wells .... Southern Power bought 103Mw solar project from Community Energy in GA. Online 4Q16. First Solar (FSLR) to supply, build, op. Sept construction start .... Envision Solar (EVSI) completed 2nd deploy of Solar Trees for US nationwide department store .... Enel to develop 5Gw clean/renewable power in Africa .... NASA found galaxy as bright as 300T suns .... WalMart asking suppliers to curb antibiotic use.

FRIDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$60, Brent over $65 .... (stock #s in %) CSGH up 11. BYDDF up 9. SUNE up 2, new high with news .... DPSM down 14. LMRMF down 12. OESX down 6, new low after reporting. RGSE down 4, new low.

Thursday, May 21, 2015

THURSDAY CLOSE .... Market up --/19/5. Volume a tweak light. WTI over $60, Brent over $66. US natgas $3.02 .... Hezbollah sees no end to war in Syria, Mideast at risk of partition. (Well, that partition after WWI worked so well.) .... (stock #s in %) DSTI, XDSL up 25. BFRE up 23. EWRL up 17 with volume. LMRMF, OOIL up 14. SUNE, OLED flat, new highs .... PTOS down 28 with volume. RNWEF down 19, new low. ACFN down 19. SENY down 12. AXPW, PRHL down 11. NTCXF down 10. SWET down 9. HYGS down 8, new low with volume. RGSE down 2, new low. RBCN flat, new low.

GLOBAL WARMING CLIMATE CHANGE A MAJOR THREAT TO GLOBAL STABILITY, US SECURITY: OBAMA .... World can limit temp rise to 1.5*C, but needs to act fast: study .... Human role in climate change "convoluted": Jeb Bush. Also: "intellectual arrogance" to agree with scientists about humans driving climate change. (Only other choices are the sun, nature or God.) .... 32 comps produce ~1/3 of world's man-made GHGs: study .... Methane emissions could offset climate benefits of natgas-powered trucks .... Californians doubtful they can meet water restrictions: poll .... Connecticut $3K rebate for buying alt Vs .... Assoc of state air regulators released book of 25 core compliance options for US Clean Power Plan .... Chinese-owned/flagged fleets illegally fishing in W Africa waters: Greenpeace .... Transocean to pay $211M to businesses, individuals who claim damages from BP Gulf of Mex spill .... Petrobras to get $7B finance from China .... Shell investors questioned comp's record on global warming climate change policies .... Sun Ed (SUNE) to build 33Mw solar in Cal .... Panasonic to boost Japan solar manufacturing 150Mw by March '16. Will bring total cap to over 1Gw. To meet rooftop solar demand. $78M investment .... Liberia resumed $230M rehab of 64Mw hydro plant after Ebola epidemic ended .... GE digital wind power tech could boost output 20% .... BP proceeding with plan to explore waters offshore S Australia. Seeks partner .... Gazprom lowered '15 production forecast 2nd time in week to ~450BCM. Lower demand from warm weather .... Brazil issued licenses for 98Mw new wind power .... Hanwha (HQCL) got 28Mw order from O2 Energies .... Vestas (VWDRY) preferred supplier for 970Mw offshore wind project .... Amtech (ASYS) unit 800Mw solar diffusion system order .... Areva deal to build, op TX nuke waste storage site .... Obama back tracking on 1M EV goal.

THURSDAY OPEN .... Market up 11/15/5. Volume a little light. WTI over $60, Brent over $66 .... German manufacturing, services weaker .... French manufacturing slump eased .... (stock #s in %) DSTI up 25. LMRMF up 15. BSRC up 13. EWRL up 13 with news. BBLU up 10 with volume, news. LEOM up 10 with volume. CCTC up 9, up 10x from year low. SUNE flat, new high with news .... PTOS down 28. SSOL down 15. ACFN, RNWEF, SENY down 11. SOPW down 9. HYGS down 8, new low. RGSE down 5, new low.

WEDNESDAY CLOSE .... Market flat, mixed. WTI over $59, Brent over $65. US natgas $3.02 .... ISIS took Palmyra, Syria .... China factory production down 3rd month in row ....(stock #s in %) MDDD up 46. SSOL up 31 after reporting. CCTC up 25. SENY up 19. SWET, ALTI up 15. ENZR up 14. LEOM up 14 after reporting. WEST up 13 before reporting after close. OOIL up 11. AEIS up 2, new high with news .... XDSL down 20. CSGH down 15. BOPO, ZAAP down 11. RGSE down 11, new low. CABN, LTBR, ZNNMF down 10.

Wednesday, May 20, 2015

10K-YEAR-OLD ANTARCTIC ICE SHELF TO DISAPPEAR BY '20: STUDY. Barrier keeping glaciers from melting .... Gov Brown signed climate agreement with 11 countries .... Global warming climate change could drive insect infestations harmful to major crops: study .... Warming devastating Tanzania coffee crop .... Europe el markets now connected. Prices to dictate power flow between countries, sending el to where prices are highest .... Agencies shifting to green infra to keep sewage out of Washington D.C. area rivers .... DOI slamming Congress' push to fast-track NG pipes through natl parks .... Power saving efforts in Boston, NYC, D.C. topping survey .... 21K-gallon oilpipe spill onto Santa Barbara beach .... 3rd dead whale washed up on Cal beach amid burial of 2 others .... Volcanic ash travels farther than previously thought: study .... Air emissions of BPA may affect aquatic exposures: study .... Japan zoos, aquariums stopping dolphin purchases. (They like to slaughter them.) .... European farming practices threatening wild birds: report .... Zambia lifted big cat hunting ban .... Bangalore India lake so polluted it caught fire .... China comps illegally fishing off W Africa .... Goldman predicting $45 oil by Oct .... GA Power broke ground on 30Mw solar project on Ft. Stewart. Online by '17. $75M. 1Gw clean power mandate for Army by '25 .... Acciona Windpower to install 805Mw in N Am this year .... Yingli in danger of default. Too much debt. Stock tanking .... Ethanol industry hawking their fuel as boon to public health. (Forget corn prices. GMO'd anyway. Remember when we used to eat corn at ~8 cents an ear? And not fear GMO?) .... Well, pards, onward and upward. Godspeed. Happy trails. Make love not war. Study health. Have fun sometime every day. And save money.

WEDNESDAY OPEN .... Market flat, mixed. Volume normal. WTI over $58, Brent over $64 .... (stock #s in %) SENY up 17. LMRMF up 15. OLED up 2, new high. AEIS up 1, new high. SUNE up .3, new high .... CSGH down 15. RGSE down 12, new low. FTEK down .8, new low.

Tuesday, May 19, 2015

TUESDAY CLOSE .... Market flat/mixed. Record Dow high. WTI over $57, Brent over $64. US natgas $3 .... Goldman sees $45 oil by Oct .... Rebs including alqaeda seized Syria's largest remaining military base in Idlib .... US-led airstrikes in Syria, Iraq killed 170 ISIS last 48 hrs .... Iraq forces deployed tanks, artillery around Ramadi, repelled ISIS attack on nearby Anbar town .... (stock #s in %) GWBU up 87. ACFN up 25 with volume. CCTC up 22 with volume. NGLPF up 18. PTOS up 16. FNVRF up 12. EWRL up 11. RNWEF up 10. ABAT up 8 .... WWPW down 20. DPSM down 15. LTBR, PSON down 11 with volume. GEVO down 10. CSUN down 10 with volume. CBAK down 9. CCGI down 8, new low with volume. ASTI down 8. FTEK down 6, new low. CSIQ down 5 with volume. ENOC down 3, new low. RBCN down 2, new low. AEIS down .8 after new high.

GLOBAL ENERGY SUBSIDIES; HEALTH, ENVIRO COSTS OF FOSSIL FUELS COSTING WORLD'S GOVTS UP TO $5T/YR .... World needs global emissions trading system: Merkel .... Biomass power worse for climate than fossil fuels in short term: report .... Ocean currents moving "missing" heat into Indian Ocean: study .... FERC rejecting role in reviewing state compliance proposals for Clean Power Plan .... Ambitious White House plan to save bees .... Landslide broke dam in Colombia. 50 killed .... US in longest hurricane drought ever. 39% chance of it ending this year .... Oxford University limiting fossil fuel investment .... American Superconductor (AMSC) got up to $8.5M Navy contract for high temp superconducting equipment .... Saud oil exports in March highest since '05 .... TX bill to prevent local fracking bans now law. (It's Texas.) .... Utah to sue BLM over fracking regs: gov .... Hidden costs of energy consumption should drive fossil fuel prices higher: IMF .... Trans Nigeria oil pipeline shut down since May 12: Shell .... US oil rig count down 8 last week to 660 .... Oil to return to $80 by late next year with or without OPEC cut: Iran official .... E.ON to invest ~ E1.9B in 400Mw wind project offshore Britain. UK Green Investment Bank E327M stake. 3.45Mw turbines .... Sunuso.com for DIY residential solar installs .... Duke to power up $1M, 100Kw solar/battery system at USF St. Pete. Canopy over parking garage .... Pattern (PEGI) bought 100% of 150Mw wind project in MO. Also 100% of another wind project. Total investment $242M plus $102M debt assumption .... EoS Energy Storage raised $23M in C Round .... Aboitiz Power plans up to 100Mw solar project in Visayas .... NV bill to raise 3% solar net metering cap .... HydroChina, Vestas to join up for offshore wind projects .... Larger winid turbines can lead to 50% more deployment: DOE.

TUESDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$58, Brent over $64 .... US housing starts jump .... ECB to speed up bond buying .... UK deflation 1st time since '60 .... Merkel giving Greece 12 days .... Bank of Indonesia held rates steady .... (stock #s in %) ALTI up 17. CCTC up 13. ACFN up 11. RGSE up 10 with volume. SWET up 10. LEOM up 9 .... CSUN down 9. FTEK down 2, new low. AEIS down .1 after new high.

Monday, May 18, 2015

MONDAY CLOSE .... Market up 26/30/6. WTI over $59, Brent over $66. US natgas $3.05 .... S&P "unhinged from reality": Nobel winner's math .... Soon no water left in Yemen. Hospitals closing .... Iran boats fired warning shots at Norwegian oil tanker accused of hitting oil platform and running. Fled to Dubai. $300M damage alleged .... Beiji refinery in Iraq under attack from ISIS again .... (stock #s in %) LTBR up 29 with volume, news. BSRC up 17. ACFN, PTOS up 15. PSON up 12. CCTC up 11. XSNX up 9. AEIS up 1, new high. POWR up .8, new high. SUNE up .7, new high .... DSTI down 25, new low with volume. BLSP down 17. CHGT down 14. RGSE down 13 after reverse split. WWPW down 11. JUHL, EWRL down 10. JASO down 6 with volume after reporting. RBCN down 1, new low. SEDG down .3 after new high.

25% OF VEHICLES CAUSE 90% OF EMISSIONS: STUDY. (I'm thinking trucks. I don't think they included airplanes.) .... Enviros' suit in Cal v. illegal oil wastewater injection. Contaminating aquifers across state .... LA aqueduct went dry to preserve water .... Lake Mead has dropped 150 ft in last 14 yrs .... Canada pledged to reduce GHG emissions 30% below '05 levels by '30 .... Ontario set new emissions target .... 41 US states exploring Clean Power Plan options despite Republican rhetoric .... FERC calling for reliability mechanism in Clean Power Plan .... China emissions on track for record yearly drop. Greenpeace says emissions down 8% in 1Q. Equal to total emissions of UK. China coal use down 6% in 1Q. China 30% of global GHG emissions. Surpassed EU in per capita emissions in '14. China to make green vehicles tax exempt .... LA area could see doubling of extreme heat days by mid-century .... El Nino expected to persist through summer, could bring heavy rains to southern US .... Brit Columbia 7 yrs ago was 1st in N Am to adopt carbon tax. Cut fossil fuel use without hurting econ .... Okla lawmakers approved halt of 2 wind power tax credits .... Avg amount of miles between train accidents with passenger injuries 84,300 miles in US. 4.9M in France, 4.1M in Germany .... Canadian Solar (CSIQ) got $44M loan for 10Mw project .... Hanwha (HQCL) turned on 45Mw solar farm in UK .... Blue Sphere (BLSP) bought 4 biogas facilities in Italy .... NRC disclosed 4 US utilities requested review of Lightbridge (LTBR) metallic fuel design .... Real Goods Solar (RGSE) 1-for-20 reverse stock split .... L'Oreal to 3D print human skin .... Goldman sees oil at $50 at end of decade .... Buffett's NV Energy opposing proposal to increase cap on rooftop solar net metering in Nevada .... Clean Energy ETFs doing well so far this year. GEX up 17%. TAN up 37%. All 12 beating market. Combined assets now over $1B. Volatility ~2x S&P .... Solar CIty (SCTY) doubled installs in 1Q yoy .... Cost of much of Europe's natgas, including Russia imports, linked to cost of crude .... Oil prices gained 9th week in row, 30-yr record for consecutive weekly gains .... Analysts expect US oil/liquids production to grow 675Kb/d this year, 425K in '16 .... IEA: still 2Mb/d global oil/liquids surplus .... Revenue sharing from Baghdad to Erbil (Kurds) breaking down. Development budget for 1 of Iraq's largest oil fields cut $1B this year .... Obama expected to sign bill for Congress review of Iran deal .... Sauds long suspected of financing Pakistan nuke weapons development. So, if bad Iran nuke deal for Sauds, they could possibly have nukes overnight .... Russia GDP down 1.9% in 1Q. Ukraine down 17%. EBRD outlook for Russia, Ukraine: recession through '15 .... Russia drilled ~8.6K new oil wells in '14 to maintain production. US ~36K. 399 in Saudi Arabia .... Ameresco (AMRC?) contract for 18.6Mw solar plant on Ft. Derrick in MD. Online 1Q16. To provide 12% of base's power demand .... Vestas got order for 19.8Mw wind power in Australia. 3.3Mw turbines .... GA Power started solar projects on 2 army bases. Part of 3 30Mw projects on bases. Online by '17 .... Pattern Energy (PEGI) closed on $304M buy of 2 Wind Capital wind farms.

MONDAY OPEN .... Market down 9/1/.2. Volume normal. WTI over $59, Brent over $66 .... ISIS took Ramadi .... Sauds resumed Yemen airstrikes .... Venezuela inflation 200% .... Puerto Rico on fiscal brink .... Greek bonds tumbling .... (stock #s in %) LTBR up 45 with volume, news. OPTT up 23 with volume. OOIL up 9. CREE up 5 with news .... XDSL down 20. SSOL down 15. WWPW down 11. ABAT down 10. CCGI down 9. JASO down 5 with volume after reporting. SEDG down 2 after hitting new high.

Friday, May 15, 2015

NATO CAME WITHIN 20 FT OF WAR WITH RUSSIA LAST MONTH: REPORTS. (I presume in Ukraine, but who knows to be sure? Let's calm this thing down, pards, or speed up the return of Jesus. One or the other. Make up your mind.) .... China positioning Yuan as new world reserve currency .... France offering Russia E785M to ditch warship deal: report .... Sahara militant rejected former allege to ISIS .... Food growing season in some African countries may decline up to 40% by '50 from global warming climate change .... Duke to pay $102M fine for violating Clean Water Act in '14 coal ash spill, failure to maintain equipment .... Enviro groups filed challenge to oil rail transport rules, saying industry can use old tank cars up to 10 yrs more .... Oil wastewater disposal well near epicenter of Okla's biggest quake was too deep .... Eni now producing over 300Kb/d from field in Libya that produced 280K before Kadaffy's demise .... Enel got OK for PPA for 90Mw wind project in Brazil. Online in '17 .... Vestas got 78Mw order from Sempra for MN wind farm. Deliveries start 2Q16 .... Vattenfall to buy 90Mw wind project in Sweden from HS Kraft .... Weslinton bought 1.6Mw solar plant in England from Anesco .... RWE inaugurated 295Mw offshore Germany wind farm. 6.1MW+ turbines (by my math). Blades over 60 meters, 23 tons ea. Substation, over 60km of undersea cable. Over E1B investment. E50M from EU .... RWE, Siemens, partners to inaugurate 576Mw wind farm off England in June. Also developing 3 more farms off Germany, total 1Gw. Construction start in '16 .... GA Power flipped the switch on 7Mw+ solar plant in Dalton. Added to existing 700Kw plant .... Joule raised $40M in VC round for their sunlight-to-fuel tech development .... TX utility buying 50MW from Next Era's 250Mw wind farm .... Solar World (SRWRF) E10M net loss 1Q .... IFC $60M loan for Turkey energy efficiency project .... Sri Lanka 1st country to comprehensively protect all mangrove forests .... US native nations allying to oppose permit for Washington state coal export project .... Bakken pipeline agent offered prostitute for land rights. (For how long? Lifetime?) .... EPA OK'd coal-powered ferry on L. Michigan.

FRIDAY OPEN .... Market down 4/3/.7. Volume huge (options Friday). WTI ~$59, Brent over $65 .... 2Q US jobs growth forecast cut by economists .... Vatican recognizing Palestinian State .... (stock #s in %) DPSM up 18. PANL up 10 with volume. CABN, NTCXF up 7. RVLT up 3. EMKR up 2, new high with volume, news. SUNE up 1, new high .... DSTI down 33, new low. CSGH down 15. BLDW down 14. AMLM down 13. RGSE down 7, new low.

Thursday, May 14, 2015

THURSDAY CLOSE .... Market up 191/69/22. SP record high close. WTI over $59, Brent over $66. US natgas up to $3.04 .... Greece escaped July ECB payment. To privatize ports .... US Fed interest rate rise this year looking less likely .... (stock #s in %) WWPW up 28. AWSL up 20 with news. CCTC up 15. ZNNMF up 14. BBLU up 13 with volume. EWRL up 12. CABN up 10 with volume, up 30 in day trading off bottom. SSNI up 9. CSUN up 8. RVLT, SEDG up 6. POWR up 2, new high with volume .... CSGH down 43 with volume. PSPW down 25. BFRE down 24 with volume. MDDD down 17. KNDI down 14, new low with volume. CERE down 14 with volume. BSRC, CCGI, SWET down 12. GEVO down 12 with volume after pricing. RGSE down 10, new low with volume. ALTI down 9. ADES down 1, new low.

GLOBALLY, HOTTEST 4-MONTH START OF ANY YEAR ON RECORD: NASA .... GOP working to defund studies so GOP can continue to deny global warming climate change. (It boggles even the mind of an ostrich.) .... Antarctica melting from above and below: study .... Fossil fuels have become "unwise investment": UN climate chief. Also outlined steps for Paris deal .... 30% of surveyed firms say they've already experienced impacts from climate change .... Woods Hole scientists document significant role of rivers for carbon storage .... A Canadian Native Nation turned down $1B to allow proposed LNG terminal on their land over concerns of fish habitats. (Gotta love that.) .... Latest MIT contest seeks ideas for regional climate plans around world .... Indonesia extending forest clearing moratorium. Greens say not enough .... Warming threatening tropical birds in Andes by driving snakes to higher ground .... Higher temps linked with lower math scores .... Warmer, more acidic ocean threatening coral reefs, 30% of bottom of ocean food chain: PBS .... EU approved plan to reform carbon trading system .... NY released enviro study that prompted fracking ban .... Solar met 15% of UK power demand yesterday .... KY voters backing climate science in GOP gooby primary .... Aphid "swarm" in Utah .... USDA approved 1st GMO-free label. (Yay!) Also $6.5M to help strained Ogallala aquifer .... VT legislature passed bill to clean Lake Champlain .... Solar-powered ATMs in Punjab .... El Nino almost certain to last through summer, maybe to year-end: US climate center .... ND's new oil treatment rules reduced danger in latest oil train wreck: regulator .... Brazil solar market suffering from 17% drop in Real since Nov. Yingli put assembly plant build on hold. Solar farm margins down to 7% from 12%. 10Mw solar installed in Brazil in '14 .... Acciona expanding presence in Brazil .... EIA est. US crude production from lower 48 up 16Kb/d last wk .... Cushing stocks down 900K bls last wk .... Petrochina overtook Exxon as largest energy comp in world .... Patriot Coal 2nd bankruptcy in 2 yrs .... Producers looking to revisit previously-fracked wells for cheap additional production .... Major global oil/gas discoveries at 20-yr low .... OPEC monthly report: April OPEC crude production up 18Kb/d, March revised up 39K. Predicts non-OPEC total liquids to rise 680Kb/d this year, US up 700K .... May 6 price for Canada heavy crude $52/bl, up from $30 March 17 .... Statoil setting up division for clean/renewable energy .... GA gov signed Solar Power Free Market Financing Act into law. Allows 3rd parties to install/own residential, commercial solar systems .... Global EV charging services revenues est. to total $11.3B '14-'23 .... WV PSC wants justification from Appalachian Power for closure of 3 coal-fired power plants by end of May. (I bet it might have something to do with EPA Clean Power Plan politics.) .... Duke has plan for SC solar .... German Climate Computing Center now using IBM tech to manage world's largest cache of climate simulation data.

SAUDS VOW TO MATCH IRAN'S NUCLEAR WEAPONRY PROGRAM .... Yemen saying Iran to blame if any incident with cargo ship .... Iran boats fired "warning shots" at Singapore-flagged ships in Gulf .... ISIS advancing on Palmyra world heritage site .... ISIS massacre in Karachi .... Another N Africa jihadists group proclaimed allegience with ISIS .... Boko Haram massive assault on major city, army base .... Hezbollah, Syrian gains in border battle .... Baltics asking NATO for thousands of troops .... 1/5 of Russians now can only afford essentials .... Venezuela inflation now near 100% on black market .... Burundi president left country, army divided .... (Heck of a world out there, pards. Onward and upward.)

THURSDAY OPEN .... Market up 153/39/14. Volume a little light. WTI over $60, Brent over $66 .... Dollar extending slide, bond selloff easing .... US jobless claims at 15-yr low .... US wholesale prices down in April .... Russia wants Greece to join BRICS development bank. (I think that might be carrot for NG pipeline deal.) .... (stock #s in %) AWSL up 20 with news. CCTC up 12. XDSL up 11. AXPW up 10 with news. WEST up 9 .... CSGH down 48 with volume. AMLM down 16. BSRC down 12. CHGT down 9 with news. GEVO down 8 with pricing news. KNDI down 8, new low. RGSE down 7, new low. ADES down 3, new low. POWR down 1after hitting new high.

Wednesday, May 13, 2015

WEDNESDAY CLOSE .... Market flat, mixed. WTI over $60, Brent over $66. US natgas up to $2.95 .... Iran warning US not to stop Yemen humanitarian ship. (Yea, right. Trust with verify. Or. Trust then verify. But definitely verify sooner or later.) .... Largest monthly US budget surplus in 7 yrs in April .... Senate deal to advance fast trade bill .... Vatican close to recognizing Palestine .... (stock #s in %) BFRE up 46. PSPW up 33. CCTC up 23 with volume, news. CABN up 20 with volume after reporting. PEIX up 10 with volume. BSRC up 9 with volume. POWR up 4, new high with volume. SUNE up 3 with volume, news .... CSGH, LEOM down 20 with volume. PTOS down 19. BOPO down 15 after reporting. PRHL down 13. WWPW down 12. PSON, ZNNMF, EWRL down 11. XDSL, WEST down 10. RGSE down 9, new low with news. GEVO down 4 with volume, news. HYSR down 2 with volume. CREE back under $30 with volume, news.

MASSIVE ANTARCTIC ICE SHELF AT "IMMINENT RISK" OF COLLAPSE. POSES MAJOR SEA LEVEL THREAT: STUDY .... Global warming climate change to worsen ozone, pollen: report .... GMO fish lose mating contest with wild counterparts: study .... Obama signed Energy Efficiency Improvement Act into law last week. Next up, Energy Savings, Industrial Competiveness Act for national strategy for energy efficiency with model bldg code. Projected to save $16B/yr, reduce CO2 emissions 95M tons next 15 yrs .... ING stepping back from financing coal .... Summer losses in honeybee colonies exceeded winter losses for 1st time: survey .... Researchers found solution for massive carbon release from dried-out peatlands in NC .... Vatican ties US critics of climate science to profit motives .... El Nino expected to wreak havoc with ag in multiple countries .... Obama admin nuke deal with China for more US-designed reactors .... API asking court to block new rail oil tanker safety rules .... Seattle port voted to delay drilling rigs on way to Alaska Arctic .... VA clean power plan: natgas, energy efficiency. For now .... USGS finds unusual variations in fracking wastewater .... Morgan Stanley selling its oil trading, storage biz .... Sauds' April oil production 10.31Mb/d, up from 10.29 in March, highest in over 30 yrs. Up 700Kb/d since 4Q14 .... EIA predicts US oil production to fall 57Kb/d this month, 86K in June .... OPEC revised forecast up to 1.18Mb/d rise in global oil demand this year .... RusHydro, China 3 Gorges deal to build 320Mw hydropower plant in far east Russia .... New Generation Power (US) LOI to develop 200Mw solar, 100Mw wind in Pakistan. Total investment est. ~$550M .... Amazon, Microsoft lag in Greenpeace list of green internet comps. Apple on top .... Jordan to tender E107M for Green Corridor project in 3Q15 .... Georgia seeks tender for 20Mw wind project .... TenneT launched 1st euro green bond program .... SMA Solar 28% sales increase in 1Q15 .... Passarelli to sell 2Gw stake in wind, hydro projects .... Enbridge $75M settlement on '10 Michigan spill .... Foundation to help farmers with antibiotic reform.

WEDNESDAY OPEN .... Dow down 23, Naz up 12, SP up 1. Volume a little light. WTI over $61, Brent over $67 .... ISIS' 2nd-in-command killed in airstrike .... Assad caught with more sarin: US .... Burundi military coup .... Greece back in recession .... BOE cut UK outlook .... Bank of Ghana raised rates to 22% .... (stock #s in %) BFRE up 46. CABN up 28 with volume. OPWR up 10 after reporting. GEVO up 5 with volume after reporting. POWR up 3, new high with upgrade. EMKR up .3, new high .... SWET down 15. PTOS down 14. CHGT down 13. AWSL, CCGI down 11. LEOM down 10 with volume. VSLR down 9 with volume after reporting.

Tuesday, May 12, 2015

EARTH POLES' OZONE HOLES SHOULD FINALLY, PERMANENTLY SHRINK TO UNDER 8M SQUARE MILES BY THE 40'S, fully recover by end of century. Reductions of chlorine, bromine, CFCs since late '80's. Refrigerants, aerosols. (Folks, we've been at this seriously for 40 yrs when we 1st herd. That's how long it takes to reverse bad things we create against nature that affect us considering our current political apparatus.) .... Fed judges lost all patience with EPA taking over 30 yrs for superfund cleanup regs .... Huckabee energy plan out .... "Global warming is real": Christie .... SOPW to buy 77% stake in Convertergy - energy monitoring services provider - for $13.8M of stock, $1.5M loan assumption .... Renova (Brazil) to sell operating assets to TERP. Initial $534M for 336Mw hydro, wind. Also SUNE right to buy 1.87Gw of other Renova projects, LOI to buy 16% stake in Renova.

TUESDAY CLOSE .... Market down 37/17/6. WTI over $61, Brent over $67. US natgas up to $2.91 .... Senate dems revolted against Obama trade bill .... Obama seeks to keep IMF veto on China over currency .... Obama: hedge fund managers "society's lottery winners" .... China econ outlook "worse than imagined": analyst .... Iran navy to protect aid ship for Yemen. (Verify dat aid ship, US.) .... KY suing Marathon over pricing .... Ben Carson: Dred Scott decision precedent for ignoring Supreme Court decisions .... (stock #s in %) ALTI up 52. WSGP up 41. ZNNMF up 19. CSGH up 16, new high with volume. PSON up 12. WEST up 11. LTBR up 9. ENOC up 3 with news. GEVO up 2 with volume after reporting. BWEN up .2 after new low .... PSPW down 31. CABN down 27 with volume. DPSM down 27. BFRE down 25 with volume after reporting. RNWEF down 11. BSRC, DSTI down 10. KNDI down 9 with volume. SUNE down 4 with volume.

CLIMATE CHANGE SET TO TAKE MAJOR TOLL ON ECONOMY, CHILDRENS' HEALTH: EXPERTS .... World Bank suggesting path for countries to reach carbon neutrality this century .... Global sea levels rose faster in recent yrs than previously thought: study .... Regional weather influences West Nile outbreaks: scientists .... Western US drought could devastate US econ: researchers .... MIT using online crowdsourcing to fund climate change solutions .... Hamm: US crude oil export ban plays into "deliberate, calculated takeover of American refining" by foreign countries/comps .... Fed law lacks clear definition of oil condensate (OK to export): Murkowski. She plans to intro bill allowing oil exports. Intro'd 17 bills to modernize US energy policies .... World's 1st solar road in Netherlands producing more power than expected in 1st 6 mo. 270Kwh/sq meters/yr .... WalMart gets its bottled water from Cal. (Huh.) .... McDonald's diet destroyed good gut bacteria of college kid in 10 days. (Huh.) .... Pertamina to invest $200M in palm oil plantations in Indonesia for biodiesel .... Renault, Rave supplied Airbus with 6 100% biodiesel-powered vehicles .... Fed judge ruled last week Obama admin OK'd Colo coal mining projects without public notice, enviro scrutiny .... Southern US utilities in way of making internet greener: report .... Utilities must learn to fight cyber attacks while networks run: NSA chief .... VA AG found legal cover for local fracking bans .... Cal enviro permitting still favors NG v. clean/renewable power .... Global investment in upstream oil production down ~$100B this year, ~20% less than '14. Largest drop ever seen: IEA expert. Biggest drops in US, Canada, Brazil .... India's state utility to spend $189M/yr on tech upgrades to cut power plant emissions. Starting with New Delhi .... Blackouts threatening S Africa econ .... Nigeria running out of domestic fuels .... US oil rig count down to 668 last week, down 58% from Oct peak. NG rigs down 1 to 221. US offshore rigs at 34, down 25 from '14 peak .... US gasoline demand up ~300Kb/d from '14 yoy .... DOE OK'd MD LNG port to export to countries without free trade agreement with US. (Europe? Japan?) .... New refinery in ND started producing diesel .... Cal nuke plant shut down in '76 still to cost $441M more to decommission. PG&E fund $308M short .... Belize may open up oil/gas exploration .... Rocky Mountain Institute intro'd suite of new products to aid comps' clean/ren power buying .... Sonoma County installing US' largest solar array on wastewater treatment ponds .... AES turned on 1.24Gw coal power plant in Vietnam 6 mo early. $1.95B to build, $1.5B debt. 6Gw more coal power in construction .... Cost reason for poor rooftop solar takeup in 2nd round in Thailand .... Thailand military sites to host 50Mw waste-to-energy plants .... Construction start on advanced tech nuke power plant in China. China intellectual property. Airplane crash-proof shell .... Welsh tidal power install going forward .... Precedent-setting Washington State settlement on dairy runoff .... Judge asked to block BLM drilling permit sites near Native American Nations .... Bourbon barrels in short supply with logging slowdown .... FBI broke its own rules with spying on oil sands protesters: documents .... Army Corps plans to shoot birds to save salmon. Judge won't intervene .... Major coal producer went bust again .... Vast majority of e-waste illegally traded or dumped: report .... Sri Lanka vows to protect mangroves .... Bacterial outbreak threatening Italy olive groves .... United PV to buy 210Mw of China solar plants .... sPower bought 26Mw US solar project from Solaire Direct .... ONEnergy, LG Chem power storage distribution deal .... AEG deal for Ukraine forest assets .... ConEd unit bought 140Mw of Cal solar projects from Solar Reserve/GCL .... 800 "reservation" orders for Tesla Powerwall batts .... U of Washington developing fungi-based av biofuel.

TUESDAY OPEN .... Market down 39/29/8. Volume a little heavy. Indeces at or below 50-day lines. WTI over $59, Brent over $65 .... Global bond rout continuing .... Greece still dodging the bullet .... (stock #s in %) ALTI up 20. ZNNMF up 19. CCTC up 15. CSGH, SWET up 12. GEVO up 7 with volume. TSLA up 2 with news. EMKR up .4, new high .... PSPW down 37. XDSL down 20. CABN down 11 with volume. RNWEF down 11. AMLM down 10. BWEN down .8, new low.

FRIDAY CLOSE .... Market down 86/10/10. WTI over $59. US natgas $2.85 .... Sauds, Kuwaitis to shut 2nd oil field - 500Kb/d - in neutral zone .... Kurd leader: Kurds, allies have "broken ISIS' spine" .... Drug-resistant supertyphoid strain spreading worldwide .... Shell got US OK for offshore Alaska Arctic exploration .... (stock #s in %) CABN up 125 with volume. DPSM up 29. MDDD up 16. WEST up 12. VSPC up 12 with volume. LEOM up 12, new high with volume. SEDG up 9, new high with volume. OPWR up 7 with volume. RVLT up 5 with volume after reporting. CREE up 3 .... BLQN down 16. GEVO down 13 with volume. NFEC down 11. RBCN down 6, new low with news. ADES down 5, new low.

Monday, May 11, 2015

IHS FORECASTING DOUBLE-DIGIT SALES GROWTH FOR PV SOLAR INVERTER CHIPS NEXT 3 YRS. $387M in '14, up 9% over '13. Forecast 12% growth this year, 20% in '16, 14% in '17, 16% in '18. 3 types: microinverters, single-phase, 3-phase .... Organic farming will help China cut GHG emissions without compromising food production: study .... Midwest US states asking EPA to set up regional carbon trading rules to meet Clean Power Plan .... Brazil state to invest $324M in solar projects .... Most big food comps ignoring water footprints. Coke, Unilever, Gen Mills leading the industry .... Rain harvesting against the law in Colorado. (Hay, it's old, dry cow country with water wars history. Moove the cows.) .... MN efforts to save walleye paying off in most lakes .... Monsanto committing to cutting GHGs. (Yay! How 'bout pesticide cancer?) .... OH looking to neighbors to cut Lake Erie phosphorus. (Farm runoff.) .... Minimal consumer savings from Indiana energy efficiency law: enviros .... Nepal quake lowered mountains, raised Kathmandu .... Columbia leader ordered halt of glyphosate use on coca fields. Cancer risk. (And we all know no one uses coca anymore.) .... TX rejecting some fracking injection wells as tremors continue .... Large oil frackers have spent $80B more than received from oil sales. (Doesn't work, pards. Unless you need low cost fuels courtesy of Wall Street or Washington.) .... Russia has kept up 10Mb/d oil production by drilling ~8K new wells/yr in older fields .... Libya oil pipes to port still blocked by protesters wanting jobs. Oil field still shut by security guard strike, another shut by pipeline blockage .... EU to seek UN Security Council approval for military attacks on Libya refugee smuggling bases .... Russia, China deal last week for up to $25B China finance for Russia comps that can't borrow from EU under sanctions .... Abengoa (ABGB) made 3rd assets sale - E614B for 450Mw solar - to its yieldco .... Saud Aramco plans to spend $80B overseas .... 63K-gallon pipeline spill of highly-concentrated saltwater from ND fracking fields made its way to a tributary, lake .... Australia to reduce clean/renewable powergen target to 33Gwh from 41. ~20% of power demand by '20. No wood waste powgen. Aus '14 invest in clean/ren fell to $330M from $2.1B in '13 .... Vestas got 149Mw order from Mexico. 1Q16 deliveries. OPIC, NADB finance. 3.3Mw medium-wind turbines .... Joule got $40M finance for waste carbon-to-fuel development .... Principal Solar, Alpha Energy to build 100Mw plant .... National Grid, Clarkson U, GE, NREL planning muni microgrid for Potsdam, NY. 3Mw CHP, 2MW solar, 2Mw power storage, 900Kw hydropower. $1.2M DOE grant .... National Grid to invest $40B next 5 yrs on grid development .... American Eagle Energy filed bankruptcy.

MONDAY OPEN .... Market down 18/5/4. Volume normal. WTI over $59, Brent over $64 .... OPEC: oil prices to stay under $100 for next decade .... BOE kept rates unchanged, forming QE plan. China cut rates for 3rd time in 6 months. China imports down 16.25% in April yoy, exports down 6.4% .... ISIS attacked Iraq prison in last few days, freed up to 200 .... 5-day humanitarian ceasefire in Yemen supposed to start tomorrow. But Moroccon warplane missing in Yemen may delay .... (stock #s in %) CABN up 191 with volume. LMRMF up 19. LEOM up 18, new high. CDTI up 14 with volume, news. EWRL up 12. SEDG, CSGH up 8, new highs. PLUG up 5 after new low, reporting. CSIQ up 5. TSLA up 2. SUNE up 1, new high .... GEVO, SSOL down 10. RBCN down 3, new low.

Friday, May 8, 2015

FRIDAY CLOSE .... Market up 267/58/28. WTI over $59, Brent over $65. US natgas up to $2.85 .... Sauds say Yemen ceasefire next week .... Total China debt 282% of GDP .... (stock #s in %) LEOM up 30, new high with volume. AWSL up 23. SSNI up 22 with volume. BLQN up 20, up 12x on year. SEDG up 17, new high with volume. CSGH up 15 with volume. WWPW up 14. AMLM up 12. OLED up 10, new high. DSTI up 10. CSIQ up 8 with volume after reporting. SUNE up 2, new high with volume, news. PANL up 1 after new low .... ALTI down 27. MDDD down 25. ENOC down 14, new low with volume. GPRC down 12. BSRC down 10. AMRS down 9. RBCN down 6, new low with volume, news. ENPH down 6 with volume. FTEK down 2, new low with volume.

WORLD FALLING FURTHER BEHIND ON GOAL TO AVOID OVER 2*C TEMP RISE: IEA. None of 19 key areas on track. "Carbon Brief" has graphic .... IHS forecasts global PV solar capacity could reach 498Gw by '19, 177% higher than '14. Also, demand rise to 75Gw/yr by '19, up 66% from '14 .... Across most US west, snow pack is gone: DOA .... Suppression strategy fueling more destructive wildfires: study .... Fertility of world's soil reaching peak that will threaten global food supply: scientists .... Over 23M turkeys, chickens already affected by US bird flu outbreak. Iowa, MN, Wisc declared states of emergency. No sign of outbreak slowing down. Could spread to humans .... Ethanol refineries releasing up to 30x higher than govt estimates of ozone-forming compounds .... Hawaii target now 100% clean/renewable powergen by '50 .... China plans to force over 1K coal mines to shut down .... Tesla (TSLA) may raise production cap 50% at new batt factory. They sold $800M of Powerwalls in 1st week .... Sun Ed (SUNE) seeks $700M IPO for new emerging markets yieldco .... SUNE also buying 757Mw of operating wind, solar, hydropower plants, secured 1.9Gw of rights of 1st offer in Brazil, China, India, Peru, Chile, S Africa, Uruguay .... Denmark suspended Total's fracking operation after 1 day over "unauthorized" chems .... GEVO to supply alcohol-based jet fuel for Alaska Air .... Abengoa (ABGB) to build 1st-ever refinery in Cal for Fulcrum to convert muni solid waste into syncrude, then upgrade to jetfuel .... BP mothballing sugarcane bagasse biofuel demo plant in Louisiana. No buyers .... Battelle making commercially viable trans fuels from biomass pyrolysis .... Argentina cut biodiesel export tax to 5% from 8.9% .... Bill to end E10 mandate on gov's desk in Hawaii. No island comps make ethanol, all imported .... Allete Clean Energy buying 100Mw PA wind farm from AES for $108M + debt assumption. Built in '09 .... ADB $216M to help finance 140Mw Uruguay wind project .... BNDES financing 264Mw wind .... EU granting Morocco MAD E465M toward 150Mw solar.

FRIDAY OPEN .... Market up 253/57/25. Volume a little heavy. WTI over $58, Brent over $64 .... 233K new jobs US April .... German industrial output down .... (stock #s in %) LEOM up 33, new high with volume, up 10x on year. SSNI up 19 after reporting. CABN up 18. SEDG up 14, new high. OLED up 11, new high. BFRE up 11. DSTI, MKTY up 10. SUNE up 2, new high .... FTEK down 2, new low.

Thursday, May 7, 2015

THURSDAY CLOSE .... Market up 82/25/7. Haven't checked volume. WTI ~$59, Brent over $65. Gap shrink. US natgas down to $2.72 .... Turks, Sauds pact to help rebs fighting Assad .... Syrian reb training started in Jordan .... ISIS launched new offensive on Iraq's largest refinery .... Senior alqaida officer reportedly killed in Syria or Iraq: report .... China warned PI military planes away from disputed sea area .... US consumer borrowing up most in 8 months .... (stock #s in %) GEVO up 122 on crazy volume, news. CERE up 57 with volume. LEOM up 36, new high. CSGH up 24. GPRC up 20. EWRL up 14. EFOI up 13 with volume. SUNE up 12 with volume, new high after reporting $400M Q loss. (And that's the market). MMMW up 12. LYSDY, PRHL up 11. NTCXF up 10. EMKR up 6, new high with volume .... CABN down 23 with volume. (Charlatan?). PSON down 21. LMRMF down 16. FNVRF, AWSL down 13. AQNM down 10, new low with volume. FSYS down 10. AMRS down 5 with volume after reporting.

WHO SHOULD BE ON THE 2 CENT PENNY? ELEANOR ROOSEVELT? JACKIE KENNEDY? OR HILLARY CLINTON?

WHO SHOULD BE ON THE US $200 BILL? BILL GATES? WARREN BUFFET? ELON MUSK? JESUS? (Have fun with your brain, pards. Think without a box. But definitely think.)

GLOBAL CO2 LEVEL OVER 400PPM IN MARCH: NOAA. (Not good, pards.) .... Dire water shortage in Santa Fe .... Bill to make Hawaii goal 100% clean/renewable powergen on gov's desk .... Carbon Trade Exchange (CTX) launched platform to trade allowances from Regional GHG Initiative (RGGI) (NE US) .... N Am clean power yieldcos raised $5.9B equity to date .... Drought decimating Cal's giant kangaroo rats .... Pacific islanders kill thousands of dolphins for teeth .... Enviros filed suit v. Cal wastewater disposal rules .... Another oil train fire in ND, another town evacuation .... Bank of America to cut back loans for coal mining .... Tesla (TSLA) new 7Kwh Powerwall batt not meant for daily use. (No help for home solar.) .... Cal passed 1st-ever rules for desalination plants .... EIB, Lithuania formed E$150M fund for energy efficiency .... Sun Ed (SUNE) awarded 86Mw project in S Africa. Also reported $424M net loss 1Q, secured $537M finance. (And the stock went up. Go fig.) .... TerraForm (TERP) filed IPO for common stock .... GE, Autodesk among investors in $14M VC B round for Lucid (energy efficiency software startup) .... Smart grid, energy efficiency startups raised over $325M 1Q15. $944M raised in '14 .... Bldg energy mgmt mart revs est to reach $2.4B this yr, $10.8B by '24. Smart bldg tech mart $6.3B in '14, est $17.4B by '19 .... Amyris (AMRS) reached positive cash flow in 1Q .... US crude stockpile down 3.9M bls last week. Imports, tho, down 6.3M bls v. previous week, 4.9M bls below 4-wk moving avg. Oil production down est 4Kb/d last week. Total petrol inventories up 6.6M bls .... Global oil surplus 1.5Mb/d: IEA .... Protesters shut down Libya oil port. Libya production down to ~400Kb/d, ~200K getting exported .... Iraq oil exports 3.07Mb/d in April, up 3% from March.

THURSDAY OPEN .... Market up 44/16/4. Volume slightly heavy. WTI over $59, Brent over $66 .... Court ruled NSA bulk phone data collection illegal .... Iran released seized ship .... UK vote .... (stock #s in %) GEVO up 122 with volume, news. LEOM up 63, new high. CERE up 30 with volume. SUNE up 9 after reporting. VECO up 9. EMKR up 7, new high .... FSYS down 13 after reporting. FNVRF down 13. ALTI down 12. LMRMF down 10. PANL down 5, new low.

Wednesday, May 6, 2015

WEDNESDAY CLOSE .... Market down 86/19/9. WTI over $60, Brent over $67. US natgas up to $2.82 .... Tesla (TSLA) narrower loss than projected. (Oh. Nice valution for losing money. God love it.) .... Greece made IMF payment .... ISIS attacked Syrian Kurds, now has 5-star hotel in Mosul for fighters .... (stock #s in %) ALTI up 196 with volume. (Don't ask me.) PSPW up 59. PSON up 20. DPSM up 14. LMRMF up 11. WEST up 7 with news. PLUG up 2 after new low .... GPRC down 60. WSGP down 37. BFRE down 28 with volume. AWSL down 21 with volume. CABN down 15. ENPH down 12 with volume after reporting. PTOS down 12 with volume. NTCXF, LYSDY down 10. HYGS down 7, new low with volume. SENY down 7 with volume. CREE down 3 with volume. MXWL down 2, new low.

GLOBAL CO2 LEVELS NEW RECORD IN APRIL. HIGHEST IN 1M YRS: NOAA.

"ANY SERIOUS PLAN" TO CURB GLOBAL WARMING CLIMATE CHANGE WILL REQUIRE "MASSIVE EXPANSION" OF SOLAR BY '50: MIT EXPERT. (What about transportation emissions?!) .... Clean power investment needs to triple to keep global temps manageable: IEA .... Scientists linking ocean hot spots to '30's Dust Bowl .... Pollen's surprising effect on clouds could influence climate models: study .... TX plans to sue EPA over Clean Power Plan. (Gotta love the cowboys. Happy trails.) .... World's largest sovereign wealth fund dropped more coal investment .... EPA reportedly sent RFS proposal for '14, '15, '16 to White House .... Calif ordered 25% cut of urban water use .... Forest loss threatens hundreds of rare endemic species: study .... Indonesia authorities seized rare birds stuffed into water bottles .... MD judge halted NG pipe under enviro review .... Duke requested coal ash lawsuit delay brought by shareholders .... EPA issued guidelines for toxin that caused Toledo drinking water crisis .... EPA new concerns over AZ copper mine .... (I guess EPA employees watching less porn during biz hours.) .... Industry protests Calif bid to list styrene as carcinogen. (Let's do rid oursleves of carcinogens, folks. What thinketh thou of that? Enough, already.) .... Neb Senate filibuster halting wind energy tax credit. (Yea, that's really thinking right.) .... China lead poisoning lawsuit testing "war on pollution" .... Arctic Ocean export route an optioni for tar sands: Canada official .... EPA cited Calif oil-by-rail terminal for emissions violations .... Global oil/condensates production up 1Mb/d in March. OPEC up 890K. N Am up 80K. Asia up 60K. Russ up 40K. New record 95.24Mb/d .... Statoil, Conoco deal to explore oil/gas off Myanmar .... First Solar (FSLR) completed 102Mw solar plant in New South Wales .... IKEA completed 730Kw rooftop solar in Kansas. SoCore installed. 41st IKEA roof install in US .... Vestas 72Mw order from Kansas .... Allete to buy 100Mw wind farm from AES .... Building Energy 140Mw wind order from S Africa .... Mex offshore oil rig collapse killed 2 .... Koala wandered into Australia ER .... Tesla's (TSLA) new batt doesn't work all that well with solar: Solar City (SCTY). (Rut Roh.)

WEDNESDAY OPEN .... Market down 33/8/1. Volume a little heavy. All indeces below 50-day lines. WTI ~$62, Brent over $69 .... 169K new private jobs US April, March revised down 14K: ADP .... 1st back-to-back US productivity drop since '06 .... Poland held rates at record low .... (stock #s in %) EWRL up 18. CSGH up 17. LMRMF up 11. PSON up 10. WEST up 7 with news .... GPRC down 60. BFRE down 28 with volume. HYGS down 17, new low with volume after reporting. ENPH down 11 after reporting. LYSDY, AWSL, CCGI down 10. BWEN down 4, new low. CREE below $30.

Tuesday, May 5, 2015

CALIF ALIGNED GHG EMISSIONS REDUCTION TARGET TO THAT OF EU: 40% BELOW '90 BY '30 .... Patents for clean/renewable energy products down 42% last 3 yrs .... 166 projects in P.I. clean/ren pipeline .... US Supreme Court to review state powers over wholesale grid power demand response rules .... Money flowing into sustainability growth .... Urban farms now producing 20% of world's food .... Millions of dead trees adding to Cal wildfire risk .... 1st big storm brewing in Atlantic. Yes, hurricane season has started .... Demand for alligator meat exceeds supply .... Sushi chef sentenced in whale meat sting .... FERC won't reconsider approval of MD LNG export terminal .... US solar subsidy spending should shift from installs to boosting grid: study .... Sierra Club texting service alerts people on bad air days. (NO, not bad hair days. Bad air days.) .... Kittens now affected by Cal drought .... Beijing coal-burning ban expanded to suburbs .... Mayor saying port of Seattle can't host Shell Arctic offshore drilling fleet without new land-use permit .... Up to 6% of powergen lost in transmission in US .... NY solar developer's lawsuit claims CT discriminates against out-of-state power. Harvard paper writer urges states to ease restrictions on out-of-state powergen developers .... Sauds to restructure Aramco .... Goldman Sachs pulling out of Colombia coal mines .... New oil discovery in Tunisia .... US coalition of refiners say repealing ban on crude exports would harm US energy security, boost prices .... US oil rig count down 24 in latest week. Down 58% from October. NG rigs down 2 last week .... Enterprise to build 540Kb/d oilpipe from Midland TX to near Houston .... Shell reduced est '15 capex $2B more to $33B .... BP boe production up 8.3% yoy in 1Q .... New brake systems required for trains hauling oil, ethanol. In how many yrs .... US coal stockpiles up 29% yoy .... US to be net NG exporter by '17 .... 4 countries plan to begin importing LNG in '15. Pakistan, Jordan, Egypt to use floating terminals .... SCHOTT unveiled improved photobioreactors for algae production .... Since '05, vast majority of oil producing nations have been in production decline. This year both US, Russia may be peaking .... Indonesia coal producers slashing production. Country may reduce coal exports greatly .... Possible US/Mex oil swap. Mex heavy crude for US light .... Europe expects to begin getting Turkmenistan NG through Turkey as early as '19 .... Finivera Wind entered US solar market with buy of Solar Alliance of America. US residential solar mart est to be 100Gw by '20 .... Mississippi Power, Origis Energy partnering on 52Mw solar project .... Fersa sold stakes in 4 Indian wind farms for 30M Euros .... TerraForm bought 25Mw solar in Ontario .... Clean power possible game changer for women in energy industry .... Energy issues key for Iowa, NH voters: poll.

TUESDAY CLOSE .... Market down 142/77/25. WTI over $60, Brent over $67. US natgas down to $2.78 .... Disruption in Libya oil exports reported .... Yemen rebs shelled Saud town .... Greece locked out of global markets? Greece blaming creditors for probs .... Meltdown in Euro bonds .... Venture capital heading to Brazil .... McCain, others want to boot China from intl naval exercises .... (stock #s in %) BOPO up 259 with volume. GPRC up 212 with volume, up 25x from 12-month bottom. CSGH up 84 with volume. BFRE up 40. AWSL up 28, new high with volume. CDTI up 13 with volume. EFOI up 12 with volume after reporting. WEST up 11. WPRT up 9 with volume, news .... ALTI down 50. DPSM down 41. DSTI down 39. PSPW down 37. EWRL down 27. ASPW down 23. LEOM down 12 after hitting new high. CREG down 10 with volume. RBCN down 4, new low with volume, news. PLUG down 3, new low. SCTY down 2 after reporting. CREE back to $30.

DEVELOPERS EXPECT TO INSTALL 4.2GW OFFSHORE WIND GLOBALLY THIS YEAR. 2.3Gw in German waters, 1Gw UK. World total installed to reach est 48Gw by '20. Cost now ~$179/Mwh, down from ~$202 last year (some from currency flux). Onshore wind costs ~$85 .... Make coal industry pay more for global warming climate change, western towns telling Interior Secretary .... NG fracking directly linked to contaminated drinking water: study .... TX bill would stop cities from banning fracking. Up to gov to sign .... Fjords trapping large, unexpected amount of ocean carbon: study .... Ocean warming may put 90% of world's reefs at risk of disease outbreaks by '20 .... Americans buying fewer fuel-efficient cars .... UK Supreme Court ruled UK must revise plans to tackle NO2 emissions. "E10 blend will deliver far better air quality, reduce GHGs." .... Clean The Air Chicago launched E15 campaign for fuel retailers .... US policy instability last 2 yrs cost $13.7B in lost biofuels investment, 80K jobs: report .... Some migration from Africa due to climate change in Sahel, sub-Sahara undermining farming, herding, fishing .... Power cap at Hoover Dam down 25% since '00 from drought .... "Touchy" study says France could be 100% clean/ren powered by '50 .... Ecotricity boss wrote plan to make 80% of UK powergen clean/ren by '30. Includes "cow tax" .... EPA Clean Power Plan could prevent over 3K premature deaths/yr: study .... Judges won't rehear TX challenge to Clean Power Plan .... 2*C global temp rise "prescription for disaster": former NASA scientist.

TUESDAY OPEN .... Market down 22/47/8. Volume normal. WTI over $60, Brent ~$68 .... EU raised Europe growth outlook, cut Greece's .... (stock #s in %) BOPO up 160. CDTI up 33 with volume, news. AWSL up 28, new high. CSGH up 19. EFOI up 18 with volume after reporting. GPRC up 18. AXPW up 15. WPRT up 11 with news .... DPSM down 41.

Monday, May 4, 2015

MONDAY CLOSE .... Market up 46/11/6. WTI ~$59, Brent over $66. US natgas up to $2.79 .... Increased fighting in E Ukraine last few days .... (stock #s in %) DPSM up 100. CSGH up 62 with volume. EWRL up 37. SWET up 15. CERE, BSRC up 12. ACFN, WPRT up 10. LEOM up 9, new high with volume. LYSDY up 9. AWSL up 8, new high. AMTX up 7. SEDG up 6, new high, news .... CSOL down 42. GPRC down 33. MGLT down 25. RGSE down 13 with volume. SENY down 10 with volume. OOIL down 10, new low. WEST down 10. ABAT down 9. CLNE down 7 with volume. ENOC down 4 with volume. BWEN down 1, new low with volume.

ARCTIC OCEAN ENTERING "NEW ERA" FROM GLOBAL WARMING CLIMATE CHANGE: STUDY .... Arctic ice researchers presumed drowned .... Countries' pledges to slash carbon emissions "deeply inadequate" to take them to safer levels by '30: study .... At-risk countries to UN: 2* temp increase target "inadequate" .... Global warming climate change increasing range of Lyme disease ticks, extending amount of time ticks can feed: study .... Herbivores facing imminent extinction: study .... Volcano erupting on Pacific Ocean floor .... Clean Power Plan would protect public health as much as high carbon tax: study .... Australian economist: Tesla "Powerwall" batt can solve global warming climate change .... Childhood air pollution exposure lowers IQs: study .... US House passed $34B energy, water spending bill. Wants to block enforcement of light bulb efficiency reg, fund reopening of Yucca Mountain .... US energy demand to grow avg .3%/yr next 25 yrs: EIA .... Swarthmore declined to divest fossil fuel investments .... Fossil-fuel-free investment portfolios up near 2x last 2 yrs in US .... Cheaper el makes solar less appealing in Carolinas: Duke CEO .... Food scraps at Cleveland Indians' games processed into power, fertilizer. Browns started last year. Waste-to-power mart could generate $40B of revs over next decade: Navigant. Now $500M/yr in US .... Xcel Energy to disqualify most of 560Mw proposed solar projects in MN within month .... Xcel also to develop 200Mw wind project in ND abandoned by Geronimo. Online by '17 .... Terra Form (TERP) bought 25Mw solar power from Invenergy. Increasing credit facility commitments to $650M. Also mulling up to $1.5B sale of EverPower .... Pattern Energy (PEGI) bought 150Mw Indiana wind farm from Pattern Development for $127M .... Chev Volt price cut to $34K .... Access Power MOU to develop 65Mw solar in Egypt. Also discussions to build 50Mw wind in Egypt. Total cost est ~$200M. Groundbreaks in '16 .... Solar Edge (SEDG) partnering with Tesla (TSLA) on "Powerwall". SEDG record high today .... Dominion bought 20Mw California solar farm from E.ON .... JP Morgan top green bond underwriter .... Fed judge ruled Feds must pay some of Katrina flood damage costs because of Army Corps Engineers' work .... China scrapped rare earth minerals' export duties, quotas.

MONDAY OPEN .... Market up 78/22/8. Volume normal. WTI over $58, Brent over $66 .... US factory orders up. China manufacturing weakened in April .... Russia signed on to $100B BRICS fund to rival IMF. Russia debt-to-GDP only 13%, lower than most countries. All public Russian equities' valuations now total $510B .... Saud-led troops on ground in Yemen .... (stock #s in %) CSGH up 29. BSRC up 25. SWET up 15. ACFN, AMTX, LEOM up 9. SEDG up 7, new high with news. BWEN up 1 after new low .... RGSE down 11 with volume. WEST down 9.

Friday, May 1, 2015

LAB MICE FED JUST 33% GMO DIET BEGAN DEVELOPING AGGRESSIVE CANCERS (particularly breast), liver and kidney failure. Early deaths equivalent to 40-50 human yrs. Still no lifetime studies on humans. GMO crops are cheaper to grow. GMO's in over 30K food products now. (At least can't we get GMO labeling in our groceries? This is criminal.) .... "Likely long-lasting" eco effects from oil/gas drilling: Montana study .... Animal extinctions will accelerate with global warming climate change: studies .... US missed climate fund deadline .... Venezuela to ration electricity amid heat wave .... US, Canada overhauled crude-by-rail regs. Will change entire US tanker fleet in 5 yrs .... Feds set 10-day red snapper season .... Cold water cod more vulnerable to global warming than previously thought .... LA state bill would hike oyster lease rate 50% .... Drought allowing early access to Yosemite Half Dome .... Fed court threw out EPA standards for backup generators .... Marijuana sales halted in Denver over pesticide concerns .... AZ state lawmakers banning plastic bags. (Or banned banning them. Not sure here.) .... Cal man punched bear to save dogs .... 2-headed calf born in FL .... Chile volcano erupted for 3rd time .... Structural collapse at Watergate complex in DC .... Artificial photosynthesis breakthrough from DOE, U Cal Berkeley .... Advanced biofuel ventures raised $1.26B in last 12 months, up 3.2%. 44 deals, up 16%. Deal size down 17% .... EU countries reached deal on carbon trading reforms .... SPWR, FSLR Q losses .... Ameresco (AMRC) to build 18.6Mw solar at MD Army base .... Tesla, of course, unveiled their power storage batt .... China scaled back shale gas subsidies .... 720Mw hydropower project in Pakistan 1st finance from $40B China fund .... US oil production decline begun because cash flow for comps too low to complete most wells being drilled. They need $75-85 oil .... Gazprom profit down 86% in '14 .... Atlantic Wind & Solar (AWSL) completed 3 rooftop solar projects in Canada. 250Kw total for $1.57M .... NextEra Yieldco bought $412M of wind assets .... REC Solar $803M revs in '14 .... Datang Huayen to build 50Mw China wind .... Brazil awarded 111.4Mw new biomass contracts .... UK beating Germany, India in solar installs lately .... World Bank, Clean Tech Fund providing $149M for 75Mw of solar in Morocco .... Yingli able to make $200M debt payment next week, but still weak .... Path cleared for WY to NV powerline. Should spur WY wind development .... DOE $73M settlement with NM over radiation leak.

FRIDAY OPEN .... Market up 120/38/13. Volume normal. WTI ~$59, Brent over $66 .... US manufacturing held slow growth rate. Constructioin spending down .6% .... Sauds foiled ISIS attack on US embassy .... (stock #s in %) BLDW up 55. WSGP up 41. BFRE up 40. PPRW up 35. AWSL up 26, new high, up over 3x in 12 months. ENOC up 22 with volume, news of TSLA collab. GPRC up 20, up 12x in 12 months. EWRL up 17. RGSE up 14 with volume. AMLM up 12. SEDG up 8, new high .... DPSM down 16. MMMW down 12. XDSL down 10. ASTI down 9. PANL down 2, new low.