Tuesday, June 30, 2015
CHINA, 3 OTHER COUNTRIES CRITICIZING RICH NATIONS FOR FALLING SHORT ON CLEAN ENERGY FUNDING .... Georgia led US surge in 1Q solar jobs .... NY made fracking ban official .... Scotland expects N Sea oil production to increase by up to 17% by '19 .... Russia passed Sauds as top oil supplier to China .... US west coast refiners stepping up buys of Russia oil .... Russia postponing offshore Arctic oil/gas drilling planned for this year .... Exxon, BP suspended Canada Arctic exploration in Beaufort Sea .... Canada oil sands GHG emissions 20% more than US conventional crude extraction .... WPX - small ND oil producer - to add 2 rigs this year, grow output 20% in '16 .... Wolfcamp Basin - TX, NM border - may hold several times more oil than Bakken or Eagle Ford .... 9 nuke reactors shutting down for good this week in Germany .... Indonesia plans to expand powergen cap 46% next 4 yrs, half with coal .... Alberta to double carbon tax on industrial GHG emissions by '17 .... Argentina judge ordered seizure of $156M of property, bank holdings of oil drillers in Falklands .... China moved oil rig back offshore Vietnam, but closer to Hainan .... United Airlines contracted $1.5B of av biofuels .... Amyris (AMRS) completed biodiesel demo with VW .... Tamil Nadu India issued PPA for 648Mw solar .... Shumba Coal to build 200Mw solar in Botswana.
TUESDAY OPEN .... Market up 32/31/9. WTI over $58, Brent ~$63 .... Puerto Rico owes $72B .... (stock #s in %) MDDD up 94. HYSR up 48 with volume, news. LMRMF up 20. BLSP up 18. BOPO up 15 with news. BSRC up 9 with volume .... XDSL down 25. SSOL down 24 with volume. RGSE down 17, new low with volume. LEDS down 11. OOIL down 9. NTCXF, SKYS down 8. LYSDY down 6, new low. GTATQ down 4, new low. ENPH down 3, new low. RBCN, AMRS down 2, new lows. AMSC down 1, new low.
Monday, June 29, 2015
MONDAY CLOSE .... Market down 350/122/43. Volume a little heavy. Dow under 200-day lines, SP at 200 days, Naz under 50-days. WTI under $59, Brent ~$62. US natgas $2.83 .... White House: no Fed bailout for Puerto Rico .... SP cut Greek rating .... China offering Europe investment, wants Greece to stay in Eurozone .... (stock #s in %) MMMW up 68 with volume. ZAAP up 23. ALTI up 16. JUHL up 12. CCTC up 10. BSRC up 8, up 32x from 12-month bottom. WEST up 4 with news .... MDDD down 31. SPIR down 27. BLQN down 20 with volume. AMLM down 20. LMRMF down 17. BBLU down 16 with news. AXPW down 16. RGSE down 15 with volume, news. BOPO, CSUN down 13. FNVRF, GEVO, LSCG, CHGT down 12. LEDS down 12 with volume. ADES down 11, new low with volume. EWRL down 11 with news. RNWEF, AETI down 11. RBCN down 10, new low. OESX down 10 with news. VSLR down 10. WATT down 9 with volume. MXWL down 9. ASTI, KNDI, MGPHF down 6, new low. CSIQ down 5. AMSC down 5, new low. CREE down 3, new low with news. GTATQ down 3, new low. ENPH down 2, new low.
SUPREME COURT REJECTED EPA'S POWER PLANT MERCURY, OTHER TOXIC EMISSIONS RULE. Failed to consider compliance costs. (Thanks, judges, for thinking so much for our health. O yea, even your own. 1 idiot too many on this court in this case.) .... 50% of Europe's power gen could be clean if countries keep pledges: report .... Bill Gates plans to invest $2B next 5 yrs on advanced clean energy tech .... Brit local council rejected request for fracking well tests .... US oil rig count down 3 last week .... CARB to let Cal rice growers generate carbon offsets for state's cap/trade system .... State AG says NM power plant plan needs more clean/ren .... Colo judge dismissed Xcel lawsuit v. Boulder forming muni utility .... Russia to spend $400B next 5 yrs to strengthen armed forces .... Supreme Court refused to consider BP bid for reduced penalties over Gulf of Mex spill.
MONDAY OPEN .... Market down 215/62/21. Volume heavy. WTI under $59, Brent ~$62 .... Greece going under. Private investors hold ~E39B of Greek bonds .... Puerto Rico can't pay its debts: governor .... (stock #s in %) MMMW up 122 with volume, news. SWET up 33 with news. QTMM up 5 with volume .... MDDD down 29. BLQN down 20 with volume. BOPO down 16. AXPW down 15. BLSP down 13. BBLU down 12 with news. FNVRF, LEDS down 12. ABAT down 9. HQCL down 8. CHGT down 5, new low. URRE down 5, new low with news. AMSC down 3, new low. RBCN down 2, new low. CREE down 1, new low with news.
Saturday, June 27, 2015
FRIDAY CLOSE .... Dow up 56, Naz down 31, SP flat. WTI under $60, Brent ~$63. US natgas $2.78 .... (stock #s in %) CCGI up 19 with volume. XDSL up 14. CHGT up 12. ZAAP up 10. XSNX up 9. LYSDY up 4 after new low. FTEK up 2 after new low. FSYS up 2 with volume .... ALTI down 38. RGSE down 27 with volume, news. ELON down 16, new low with volume. ACFN down 12. EWRL, SWET down 11 with volume. CCTC down 9. CSIQ, AMRS down 7 with volume. ENPH down 5, new low. (Consider a buy.) AMSC down 2, new low. RVLT down 2 with volume. CREE down 1, new low.
Friday, June 26, 2015
EARTH LOSING MAMMAL SPECIES AT 20-100X PAST RATE. Human activity the cause: biologists .... Australian corals could die off in 50 yrs without protection: scientists .... Crossbreeding could help coral survive warming waters .... Hundreds of wildfires burning in Alaska .... Climate change counters efforts to reduce poverty in Asia: report .... Brazil unveiled up to $4.1B energy fund .... DOE rolled out new ceiling fan light standards .... 1/3 of Europe's power gen in '14 from clean/renewables. 26% more from nukes. Clean/ren was 24% in '10 .... Sunrun planning up to $100M IPO on Naz .... Alabama Power to spend $1.5M on EV charging stations in Clean Air Act settlement.
THURSDAY CLOSE .... Market down 75/10/6. WTI under $60, Brent under $64. US natgas $2.86 .... (stock #s in %) BOPO up 200 with volume. PTOS up 41. SSOL up 33 with volume. AMLM up 27. ALTI up 25 with volume. BLSP up 23. RGSE up 19 with volume, news. BBLU up 15. PRHL up 12. PSPW, CSGH up 11. WNDW up 10 with volume, news. SKYS up 9. EFOI up 8 with volume, upgrade. FCEL up 5 .... EWRL down 19 with volume. BSRC down 17 with volume. BFRE down 13. ABAT, XDSL down 12. CCGI down 11, new low. CREE down 10, new low with volume, news. VSPC down 10 with volume, news. AXPW down 10. ACFN down 9 with volume. GPRE down 7. CABN down 7 with volume. LYSDY down 4, new low. FTEK down 3, new low.
Thursday, June 25, 2015
SOCIETY WILL COLLAPSE BY '40 FROM CATASTROPHIC FOOD SHORTAGES: study funded by Brit Foreign Office. (I have an idea: start irrigating arid areas with desalinated ocean water. And there are many more ideas. But I think Jesus is coming back before '40.) .... By '20, over 100Gw of solar will be installed/yr globally. 55Gw expected this year .... Japan added 18.7Gw of clean/ren power under FIT program .... Dutch court ordered country to cut GHG emissions 25% by '20 .... New S&P index targets investments free of fossil fuels .... China's upcoming climate plan may cost over $6T .... Germany weighing coal tax, phaseout .... US natgas pipeline capacity can handle Clean Power Plan demands: report .... PA released log of public health complaints linked to fracking .... US, China partnering to end wildlife trafficking "massacre" .... Lemurs on brink of extinction from deforestation, hunting .... Australia parliament passed new clean/ren energy bill (reducing clean power '20 target ~20%) that will unleash $11B for new clean power projects .... Last TX refinery strike settled .... US crude inventories down 4.9M bls last week (much from TS "Bill"). Petrol products supply up 3.8M bls .... Cree (CREE) announced LED biz restructuring, $500M stock buyback, downbeat sales outlook .... Broadwind (BWEN) got $50M new tower orders from US wind turbine maker .... Google to rehab 60-yr-old Alabama coal power plant into data center .... Gazprom got Turkey's OK to survey Black Sea for NG pipe project .... NRG unit to build 20Mw solar in Cal for Cisco. Online by '17 .... Egypt comp to build its 1st solar project. 1Q16 start. $80M for 50Mw .... Yingli to supply 40Mw for Honduras solar projects .... USTDA grant for 13.2Mw geothermal power project in Turkey .... Ford's next bets: car sharing, 3D printing, biomimicry.
THURSDAY OPEN .... Market up 40/11/4. Volume light. WTI under $60, Brent ~$63 .... Supreme Court upheld Obamacare subsidies .... US consumer spending up .... (stock #s in %) BOPO up 80. RGSE up 24 with volume, news. CHGT up 13. BWEN up 8 with volume, news. SKYS up 8 .... MDDD down 50. EVSI down 18, new low with volume. BFRE down 13. EWRL down 12. CREE down 11, new low with volume, news. CCTC, VSPC down 10. LYSDY down 5, new low.
Wednesday, June 24, 2015
WEDNESDAY CLOSE .... Market down 178/37/15. Greece amidst everything. WTI under $61, Brent under $64. US natgas $2.77 .... Senate passed fast-track trade bill, on to Obama .... (stock #s in %) BSRC up 38 with volume, big day spread, up 35x from 12-month bottom. ALTI up 37. XDSL up 33. BFRE up 28. LMRMF up 21. SSOL up 20 with volume. PSPW up 16 with volume. CCTC up 12 with news. RGSE up 10 with volume. CABN up 7 .... SWET down 25. ZAAP down 24, new low with volume. AMLM down 14. WATT down 13 with volume. PRHL down 11. SSNI down 9 with volume. LYSDY down 9. LEOM down 5 with volume after hitting new high. OOIL down 4, new low with volume. AMSC down 3, new low. GTATQ down 1, new low. SUNE down 1 with news after hitting new high.
SOLAR TO DRAW $3.7T OF TOTAL $8T INVESTMENT IN CLEAN POWER GLOBALLY THROUGH '40: BLOOMBERG. $2.2T in rooftop solar. $4.1T investment in coal, NG, nuke. Wind $2.4T. Solar prices expected to drop 47% by '40 .... GHG emissions to increase until '29: New Energy Finance. Almost decade past IEA target to hold temp rise to 2*C .... Developing nations to account for 79% of new power capacity worldwide through '40 .... EPA to study Roundup's effects on 1,500 endangered species .... Grand Canyon made list of most endangered US places .... Dutch court ordered emissions cuts .... Royal Navy bombs caused mass whale deaths: report .... Lake Mead at new record low level .... Dry spell in Caribbean, water shortages on islands .... Fed judge delayed fed fracking rule due to take effect today to Aug .... Brazil put 11.25% import tariff on ethanol .... Argentina dropped biodiesel export tax for May to 9.8% .... Egypt program to collect used cooking oil from citizens in trade for food .... sPower building 62Mw wind project in Utah. Online by yearend .... Sun Ed Chile Ok'd to build 117Mw solar park .... Cost to BP for Gulf of Mex spill could reach $70B .... Exxon halted production at 3 oil/gas platforms near Cal spill.
WEDNESDAY OPEN .... Market down 20/5/2. Volume a little light. WTI over $61, Brent over $64 .... (stock #s in %) XDSL up 33. SSOL up 20 with volume. ABAT up 11. CABN up 9. NTCXF up 7. LEOM up 4, new high, up 25x from 12-month bottom. SUNE flat, new high with news .... SWET down 21. PRHL down 11. CCGI down 10. AXPW down 9. AMSC down 1, new low.
Tuesday, June 23, 2015
TUESDAY CLOSE .... Market up 24/6/1. WTI over $61, Brent over $64. US natgas $2.75 .... (stock #s in %) GPRC up 41, up 12x on year. EWRL, WATT up 29 with volume. BLQN up 25. PTOS up 19 with volume. BSRC up 17 with volume, up 25x on year. MDDD up 11. SKYS up 8 with news. LEOM up 7, new high with volume. SUNE up 3, new high. TSLA up 3. FCEL up 1 with volume after new low .... BOPO down 44. BLSP down 39, new low with volume. SWET down 29 with volume. XDSL down 23. ALTI down 20 on 74 shares. BFRE down 19 with volume. LMRMF down 18. CCTC down 13. NTCXF down 10 with volume. ZAAP down 10, new low with volume. GTATQ down 8, new low with volume. AMSC down 3, new low.
GLOBAL WARMING CLIMATE CHANGE STANDS TO OVERTURN LAST 50 YEARS OF HEALTH, LONGEVITY GAINS .... Alaska glaciers lost 75 gigatons of ice '94-'13 .... 100% of Cal in some stage of drought. ~1.9K water wells have gone dry .... Smaller than avg "dead zone" expected this summer in Chesapeake Bay .... El Nino in Pacific strengthening .... Death toll from Pakistan heat wave over 450 folks .... Cal wildflower diversity in decline from global warming climate change: study .... Americans support cap and trade more when money used for energy efficiency: poll .... First Solar (FSLR) CEO: "we'll be under $1/w by '17" .... U of Okla developed quakes/fracking position while asking oilman for $25M .... Canadian Solar (CSIQ) sold 10Mw plant to BluEarth Renewables for $53M. CSIQ also got order for 7.5Mw project in Turkey .... Shell, E.ON, OMV to build 2 new NG pipelines under Baltic to Germany for Gazprom NG. (What sanctions?) .... BP to pay Rosneft $750M for 20% stake in E Siberia oil producer. (What sanctions?) .... Colombia oil pipeline shut down from FARC bombs. Spill contaminating 2 rivers .... US oil rig count down 2 last week. 2 NG rigs added .... Drilling wastewater pumped underground for disposal more likely to trigger quakes than fracking: Stanford study .... 576Mw wind farm off Wales went online last week. $3.3B .... 70% of N Korea's 25M folks "food insecure" .... Chile comp to invest $81M in 25Mw solar plant in Chile .... Solar Edge (SEDG) expects to double revenues this year .... Advanced Microgrid Solutions, Shell partnering on batt storage .... RayGen, CTGC to develop 500Mw of solar in China .... Satellite launched to boost enviro imaging .... Another Pemex oil rig caught fire, leaking oil into Gulf of Mex .... USCG OK'd Shell Arctic drilling rigs .... Massive solar storm just hit Earth. (Did you feel it?) .... 14 brands of bottled water recalled on E coli concerns.
TUESDAY OPEN .... Dow up 26, Naz down 7, SP flat. WTI ~$61, Brent ~$64 .... US sending heavy weapons to E Europe .... US durable goods orders up .... US new home sales highest in 7 yrs .... (stock #s in %) BSRC up 11 with volume, news. ALTI up 10. SOPW up 8. SUNE up 2, new high. LEOM up 1, new high .... BLQN down 24 on 100 shares. NTCXF down 12 with volume. LMRMF down 11. BFRE down 10 with volume. ZAAP down 8, new low. GTATQ down 7, new low. FCEL down 5, new low. WNDW down 4.
Monday, June 22, 2015
INFO COM TECH (ICT) DEVICES COULD ENABLE 20% REDUCTION OF GLOBAL CARBON EMISSIONS BY '30 by holding emissions at '15 levels. Also may increase ag yields 30%, save 25B bls oil/yr, save 300T liters of water/yr .... Species vanishing 100x faster than in past: study .... Warm river water killing hundreds of chinook salmon in OR .... USDA $17.5M for wetlands restoration .... Brazil oil pipeline spill tainting wetlands, Atlantic .... Chile replanting forests to stave off encroaching desert .... US shale drillers' debt now up to $235B in 1Q15, they're spending over $4 for every $1 earned lately. (How long you think that will last?) .... Iraq/Kurd exports through Turkey down to 200Kb/d in June from 451K in May. "Technical difficulties" cited. Overall Iraq exports 3.2Mb/d in June, up from 2.7M in May after separating Basra light from Basra heavy .... Pentagon having difficulty finding enough motivated Iraqis to participate in military training .... Assad's forces dropping barrel bombs (with or without chlorine gas) on medical centers. Sisi expects Assad to fall "at any minute" .... Yemen peace talks ended Friday with no agreements. ISIS car bombs in Sana targeted Houthis. 20M in desparate need of food, water .... (Just pause a few seconds, right here, and think about that, pards. 20M in desparate need of food, water, med. That's why I still want to fly in supplies and fly out ambulatories, children and women.) .... China stock market capitalization up 3x in past year to 84x projected earnings. (Historical avg for S&P 15x earnings.) .... Putin says Russia to deploy 40 new ICBMs. (Thanks, Vlad, for the good feelings there on that.) .... France, Belgium seized Russia govt assets as part of court settlement to compensate $50B of loss from Yukos confiscation in '03 .... UK's installed offshore wind surpassed 5Gw .... Transphorm raised $70M in finance round .... Lemon vest for indigestion .... Onward and upward, pards.
MONDAY OPEN .... Market up 147/37/18. Volume normal. WTI under $60, Brent under $63 .... Greece deal pushed back .... EU extended sanctions v. Russia 6 months .... (stock #s in %) SWET up 175 with volume, news. BFRE up 28. LMRMF up 23. PTOS, ZNNMF up 14. MKTY up 12. SSNI up 5, new high .... PSON down 26. ALTI down 20. FCEL down 3, new low.
Saturday, June 20, 2015
FRIDAY CLOSE .... Market down 99/16/11. Volume very heavy on options Friday. WTI under $60, Brent ~$63. US natgas $2.80 .... Wildfires in 4 western US states .... (stock #s in %) PSON up 64. ABAT up 23. SSOL up 17. CCTC up 13. BSRC up 12 with volume. HQCL up 11. SEDG up 7, new high with volume. SUNE flat, new high with volume. LEOM flat, new high .... AXPW down 23 with volume, ride back down. BFRE down 21. LMRMF down 14. GTATQ down 11, new low with volume. LSCG down 10. WATT down 4, new low. ERII down 3, new low with volume. FCEL down 3, new low. FSYS down 2, new low with volume.
Friday, June 19, 2015
WORLD'S HOTTEST 1ST 5 MONTHS ON RECORD. .1*C HOTTER THAN '14 (HOTTEST YEAR ON RECORD). WORLD'S HOTTEST MAY ON RECORD .... 13 of world's 37 largest aquifers being seriously depleted. (We don't know how much water left in them.) 21 basins lost water faster than replenishment '03-'13. 16 gained water in that period. (Map should be at NOAA.) .... US proposed rule for lower emissions from heavy duty vehicles to apply to vehicles built '19-'27. To reduce GHG emissions ~1B tons, improve fuel efficiency ~1/3, up from current avg 6 MPG. Cost est. $10-12K/vehicle. 2-yr payback in fuel savings .... US west coast shellfish industry taking massive econ hit from algae bloom .... Alaska glaciers big contributors to sea level rise: study .... Auto giants announced plans to repackage used EV batts .... UK plans to end onshore wind subsidy in April '16, a year early .... UN has over $100M invested in coal in its pension fund. (Um, duplicitous?) .... ARPA-E $30M to transform energy crops .... US bioenergy economy $369B/yr, 4M jobs: USDA .... US interstate system returned $6 for every $1 spent. China wants to build "silk road" to Europe .... Canadian Solar (CSIQ) C$71M construction loan from Deutsche Bank .... ISM, Hanwha (HQCL) new 10Mw solar plant online .... Terra Form (TERP) 15.7M new shares priced at $38 .... 8point3 raised $420M in IPO .... TX Railroad Commissioin data shows state's oil/gas production falling, contrary to EIA reporting .... India now world's 3rd largest oil importer .... GE, partner to build 1Gw power plant in Nigeria. (Assuming combined-cycle NG.) Phase 1 - 500Mw - online in '19 for $800M. "Lack of NG supply." .... Vietnam, Denmark clean/renewable energy partnership .... Toyota, Isuzu, VW say "no" to Malaysia B10 plans. Engines top out at B7 .... Nano platinum catalysts key for methanol use in fuel cells: NIST.
THURSDAY CLOSE .... Market up 180/68/20. WTI over $60, Brent over $64. US natgas $2.80 .... EU emergency meeting on Greece .... All-time Nasdaq high .... (stock #s in %) CHGT up 20. BFRE up 16 with volume. BSRC up 14 with volume, big day spread, up 19x on year .... PSPW up 13. SKYS up 9. CSUN up 8 with volume. LEOM up 7, new high. SUNE up 1, new high with news .... DSTI down 38. EWRL down 17. PSON down 15, new low. MDDD down 14. FNVRF down 11. BLSP down 10 with volume. OOIL, ZNNMF down 10. AXPW down 9 with volume, ride up done. ALTI, DPSM down 9. ASTI down 6. PTOS down 5, new low.
Thursday, June 18, 2015
HOTTEST MAY ON RECORD: NOAA. (Article didn't say if that was US or global. Couldn't even infer.) BEAT LAST YEAR'S MAY RECORD .... World's carbon emissions in '14 stayed at '13's 32B metric tons despite 1.5% increase in energy consumption .... Clean/renewable energy 59% of net global power capacity additions in '14 - 135Gw. Total global installed now 1,712Gw clean/ren .... Global warming climate change taking toll on French wine, crops: researchers .... Cal ordered new water cuts, landowner rules to protect fish watersheds .... Pope urging world to act before global warming climate change destroys the planet .... Less than 1/2 of US Catholics attribute global warming to human activity .... Norway Parliament to subsidize state-owned coal mining comp with $65M .... TX study found drilling contaminants in Barnett Shale groundwater .... Total US crude, products inventory up 2.7M bls last week .... US oil production in lower 48 up 10Kb/d last week. Alaska down 31K: EIA estimates .... Sunpower (SPWR) broke ground on 102Mw plant .... Terra Form (TERP) announced $500M public shares offer .... Shell cleared for exploration off Nova Scotia .... Another nuke reactor - 1Gw - went online in China. 4th reactor at same site online next yr .... Comp to build 100Mw of solar in Zambia by '17 .... Comp to build 400Mw pumped hydro storage facility in India .... Paltec to build 22Mw biomass plant in Japan .... S Cal Ed OK'd for 42.6Mw rooftop solar installs .... China Smarter Energy bought 19Mw of solar assets .... China Guodian unit to build 200Mw wind .... Chile to add 1Gw clean power this yr .... 2 comps to build 30Mw floating wind farm off Scotland .... Oil pipe rupture threatening Bulgaria lake .... Russia accounts frozen in Belgium, France.
Wednesday, June 17, 2015
WEDNESDAY CLOSE .... Market up 31/9/4. WTI under $60, Brent over $63. US natgas $2.87 .... Fed sees "liftoff" this year .... Yellen: tentative signs of wage growth "not yet definitive" .... Immelt will move jobs overseas if US Ex-Im Bank closes .... (stock #s in %) BSRC up 36 with volume, up 13x from year bottom. AXPW up 24 more with volume, up 6x from recent bottom. MDDD up 22. DPSM up 15. LYSDY up 5 after new low. MXWL up 3 with volume, upgrade .... BOPO down 51 with volume. ALTI down 16. CCTC down 13 after new high, up 6x from year bottom. PSPW down 11. SWET down 11 with news. AMLM down 10. BFRE down 10 with volume. PSON down 10, new low. BLSP down 9 with volume, news.
NASA SATELLITES FINDING GLOBAL GROUNDWATER SUPPLIES LESS THAN THOUGHT, RAPIDLY DEPLETING .... Most world refugees since '45 .... Pope's encyclical on global warming climate change out tomorrow .... Australia's "Big 4" banks favor loans to fossil fuel v. clean/renewables .... EU concerned UK, France, 3 others may not meet '20 clean/renewable power targets .... Cal surpassed UK, France, Spain in installed solar capacity. Over 10Gw .... US feds to roll out 2nd phase of plan to lower emissions from heavy-duty vehicles .... World Bank announced record climate aid, most for mitigation .... Toxic algae bloom on US west coast .... First Solar (FSLR), Sunpower (SPWR) yieldco - 8 point 3 - IPO on Friday .... Canadian Solar (CSIQ) supplying 43MW project in Japan .... Blue Sphere (BLSP) announced share buyback .... Solar 3D (SLTD) got 2 new ag solar contracts - $3M .... Solar City (SCTY) announced US' largest "solar garden" project in MN .... Canadian arrested for dropping objects from small plane on high volt powerline near Montreal last Dec. Shorted out lines, tripped protective devices, cut power to 188K util customers .... Trina Solar, Welspun plan $500M, 2Gw solar panel factory in India to partly get around US, EU tariffs. Online in ~18 months .... Uruguay wants up to 38% of its power from wind by '18. ~13% now .... Floating offshore wind pilot project in Japan (off Fukushima) to install 7Mw turbine. $405M from govt for program. 5Mw turbine planned next .... REC Solar bought Stellar Energy, adding over 60Mw from 62 projects installed or in construction. REC majority-owned by Duke .... Joule won patent for direct conversion of CO2 to HC fuels using sunlight, brackish or sea water. Production ops in NM .... B100 from used cooking oil goes on sale in VT Saturday.
WEDNESDAY OPEN .... Market up 36/14/3. Volume a little light on Fed wait. WTI over $60, Brent over $64 .... Bleak Greek outlook .... (stock #s in %) DSTI up 61. BFRE up 37. BSRC up 31 with volume, up 9x on year. AXPW up another 26 with volume, day 3 of ride. MDDD up 22. CCGI, EWRL up 11. DPSM up 10. MXWL up 8 with upgrade. CABN up 7. GEVO up 6 with news. LEOM up 6, new high, up 20x on year. TSLA up 3 with news. SUNE up 1, new high .... LYSDY down 17, new low. ALTI down 16. EVSI, LSCG, PSON down 10.
Tuesday, June 16, 2015
TUESDAY CLOSE .... Market up 113/25/11. WTI ~$60, Brent under 64. US natgas $2.87 .... (stock #s in %) BSRC up 35 with volume. Up 9x yoy. MDDD up 24 with volume. OPTT up 23 with volume. OOIL up 22 with volume. PSPW up 17. SWET up 12. PSON, HQCL up 11. CDXS up 10. SUNE, SCTY up 2 with news. CREE up 2 .... BFRE down 23. XDSL down 22. EWRL down 15. ASTI down 12. BBLU down 11. BPSM down 9, new low. XSNX down 9. AXPW ended up down 7 with volume. (Coming back.)
IEA WARNING OF UP TO 4.3*C TEMP JUMP FROM GLOBAL WARMING .... White House targeting climate "innovations" with new initiatives, $4B of private funds .... Clean/renewable powergen will surpass coal by '30 if UN pledges kept: IEA .... Feds project higher Lake Mead levels through next year after wet May in region .... Worst drought in 100 yrs threatening N Korea rice crop .... Crabs scarce in MD from cold winter .... Space X to build hyperloop test track .... Jinko Solar, Andalay (WEST) MOU for panels .... Sun Ed (SUNE) bought India, Central Am clean power developers. To invest $15B in India by '22 to develop 15Gw clean power. $2B investment in JV to build solar panel factory in India .... $403M new private placements in Terra Form (TERP) .... First Solar (FSLR) to supply solar roofs in Thailand .... Solar City (SCTY) CFO insider buying .... Ocean Power (OPTT) power buoy got final permit OK for deployment .... Corporate investment in commercial, industrial solar projects (50Kw-2Mw) poised to soar: report .... Duke building utility-grade energy storage system at retired coal power plant .... Hitachi, ABB JV to develop HVDC power transmission in Japan .... Comp to develop 32Mw biomass power in Philippines. 2 10Mw, 1 12Mw plants. Bana grass feedstock. $96M. Online mid-'16 .... Canada 7th country to surpass 10Gw windpower capacity .... Ft Hood committed to solar, wind projects.
TUESDAY OPEN .... Market up 52/3/2. Volume normal. WTI over $59, Brent under $64 .... US banning artificial trans fats .... (stock #s in %) AXPW up another 35 with volume. BSRC up 35 with volume, news. MDDD up 24. BLSP up 19 with news. OPTT up 18 with news. MMMW up 15. OOIL up 13. BFRE up 12. CABN up 8 with news. SUNE up 1 with news. LEOM up .2, new high, up 20x on year .... KIOR down 25. DSTI down 23. XDSL down 20. DPSM down 19, new low. CCTC down 11.
Monday, June 15, 2015
MONDAY CLOSE .... Market down 107/21/9. WTI under $60, Brent under $63. US natgas $2.87 .... Greek bank deposits outflow $450M Monday .... Kurds cut supply line to ISIS, surrounded Syria border town .... (stock #s in %) AXPW up 375 with volume, news. XDSL up 25. LMRMF up 21 with news. SSOL up 18. WWPW up 16 with volume. SWET up 14. PTOS up 12 with volume. FSLR up 6 with volume, news .... MDDD down 44. DSTI down 38. ALTI down 36. SRWRF down 14. SKYS down 13 with volume. RNWEF down 13, new low. PSON down 13. ASTI down 9 with news. BLSP down 8, new low. HQCL down 5. FSYS down 3, new low.
GAZPROM GOT 6 EXTRA WEEKS TO ADDRESS EU ANTITRUST CHARGES by mid-Sept .... Rosneft forced to postpone drilling 2nd well in Kara Sea for at least 2 more yrs as result of sanctions .... 67% of oil/gas comps working UK N Sea have shelved projects, cut staff 50% .... Israeli group declared up to 6TCF NG reservoir off Cyprus .... Nigeria oil production up 231Kb/d in May .... Canada oil production growth by '30 revised down to 1.1Mb/d to 5.3Mb/d .... Alaska oil production 500Kb/d in '14 .... US coal use for power to total est 793M tons in '15, lowest since '91.
WHITE HOUSE PLEDGED $110M TO DROUGHT-STRICKEN WEST. Oregon conditions worsening .... Warming poses major threat to army ants, key food supply for other animals: study .... Hawaii legislature declared global warming an "urgent" threat, ordered sea level rise report .... Calif extending cuts to historic water rights .... Cal moving to set pesticide spray limits near schools .... WHAT?! Dept: bloodsucking fish fell from sky in Alaska .... LA says no to buying power from Mojave solar project on enviro concerns .... Colombia guerrillas blamed for power outage .... First Solar (FSLR) record 18.6% thin-film efficiency .... Iran deal to increase crude sales to China to 1Mb/d from 440K now .... Iran reportedly sending cash, arms to Afghan Taliban .... Yemen rebs continue to expand their territory. UN peace talks open today. 80% of pop in desperate need of aid. Coalition blockade keeping out food, fuel .... China consumer inflation down to 1.2% in May .... Russia NG production down 4.3% in '14: BP. EU production down 9.8% .... Germany, France together stand to lose E160B on direct loans to Greece .... Pemex discovered largest oil/gas field in 5 yrs in shallow Gulf of Mex. Reserves up to 350M BOE, could produce 200Kb/d .... Shell leaving Ukraine shale gas exploration .... VT gov signed energy bill to grow jobs, reduce fossil fuel use, cut energy bills, combat global warming climate change .... Comp to build 42Mw run-of-river hydropower in Ghana for $164M .... Jordan to build $112M solar plant .... NTR seeks E100M equity finance for 170Mw onshore wind assets .... Nigeria OK'd 124Mw of solar projects .... China Ex-Im Bank loan for 50Mw solar project in Kenya .... Google may buy stake in $700M Kenya wind project .... NG pipe rupture in TX .... EPA OK'd 2 oil/gas Arctic drilling permits.
MONDAY OPEN .... Market down 161/49/16. Volume a little heavy. Naz under 50-day lines, Dow nearing 200-days. WTI under $60, Brent under $63 .... Greece out of options, time .... Manufacturing, mining dragged on US industrial production .... (stock #s in %) AXPW up 93 with volume, news. HQCL reverse split (?). FSLR up 3 with news .... DSTI down 38. KIOR down 25. SKYS down 19. AMBT down 17. ASTI down 9. FSYS down 2, new low.
GLOBAL ENERGY DEMAND UP JUST .9% IN '14: BP .... 2 oil sands producers restarted ops in Canada after wildfires .... Petronas to move ahead on $30B LNG project on Canada west coast .... BP, Chevron exploring offshore S Australia. "Last big unexplored basin in world." .... Russia GDP grew faster than China's over last decade.
Saturday, June 13, 2015
FRIDAY CLOSE .... Market down 140/31/14. WTI ~$60, Brent under $64. US natgas $2.80 .... (stock #s in %) MDDD up 101. DSTI up 64 on 10 shs. ALTI up 60. CSUN up 18 with volume after reporting. BLSP up 17. MKTY up 14 with news. MXWL up 10 with volume. CABN, OOIL up 10. ABAT up 8 .... LMRMF down 18, new low. BFRE down 16. SWET down 12. ZNNMF down 11. RGSE, DPSM down 10. HQCL down 5.
Friday, June 12, 2015
TECHNICALLY, ECONOMICALLY FEASIBLE TO RUN US ECONOMY ON 100% CLEAN/RENEWABLE POWER BY '50: STUDY .... At least 5 meters sea level rise locked in. Only fast, drastic action will avert 20 meter rise: calculations from studies .... Trees withering, dying in LA parks .... MD gov sued over smog rule cancellation .... Trees moving west in Alaska as climate warms .... Global warming climate change jeopardizing Arctic permafrost: experts telling UN .... Record drought shouldn't hurt hydropower in US NWest: officials .... 8 US power comps to stockpile transformers, other grid equipment for emergencies .... WY power comp started transition away from coal .... OPEC crude production up 23Kb/d in May, April revised up 110K. Iraq up 105K to 3.8M/d .... Another 350Mw coal power plant online in China with 70Mw wind cogen .... Power comp to install 1Gw wind, solar across Africa next 5 yrs. 860Mw in construction or due to break ground in '16. Just signed MOUs for 50Mw solar, 50Mw wind in Egypt .... Another Dubai comp to spend $500M next 3 yrs on clean power in Africa .... Latvenergo issued E75M green bond .... Bioenergy to scrap 574Mw of Brazil wind projects worth $1.9B .... NC Supreme Court sided with Duke on coal ash cleanup rules .... Natgas pipeline rupture in PA. Another oil pipe rupture in Louisiana .... Train cars fell off track onto Houston street .... Palau torching illegal fishing boats in their waters.
FRIDAY OPEN .... Market down 158/34/15. Volume a little light. Greece quandary. WTI under $60, Brent under $65 .... US wholesale prices up .5% in May on fuel prices .... Ukraine closing cash-starved banks .... 175 quadrillion Zimbabwe dollars worth $5 .... (stock #s in %) CSUN up 19 with volume after reporting. BLSP up 19. SWET up 12. MKTY up 11 with news. ABAT, KNDI up 8. CCGI up 7. MXWL up 6 with news. WEST up 6. BLDP up 4 with news .... SSOL down 16. PSON, ZNNMF down 13. XSNX down 10. RGSE down 9. NTCXF down 4.
Thursday, June 11, 2015
THURSDAY CLOSE .... Market up 39/5/3. WTI under $61, Brent ~$65. US natgas $2.83 .... US household net worth $85T .... Rebs in Syria moving towards Damascus .... (stock #s in %) BOPO up 94, new high on 100 shares. RGSE up 27 with volume. MDDD up 20. HQCL up 13. LMRMF up 12. MMMW up 10. LEOM up 8, new high .... CERPQ down 77 on 2 shares. PTOS down 44 with volume. MGLT down 3 with 280 shares. ALTI down 28. XDSL down 20. PSPW down 17. VSPC down 14. BLSP down 11, new low. SENY down 11.
RECORD HIGH MAY TEMPS IN ALASKA .... 80 comps urging UK to toughen emissions limits .... System of levies, pumps delivering water to much of Cal in danger of collapse, must be reconfigured: Gov Brown .... Severe low ox levels in Cal estuary taking toll on fish populations .... 8 Euro countries putting just 2% of solid waste into landfills. Germany, Switzerland zero waste to landfills. 50% recycled, composted, rest to 228 waste-to-energy plants .... India set to add more solar than wind power for 1st time .... S Africa to launch another clean/renewable power round for 1.8Gw .... Uzbekistan wants to build 300Mw solar, get 1Twh/yr from wind - 520Gw capacity potential - 25% of energy mix. Now gets 97% of energy from Russian oil/gas .... Hess sold 1/2 of Bakken processing unit for $2.63B .... XTO Energy scientists say TX quakes not from oil/gas development. (I feel sorry for those scientists. Their reps gone for money.) .... Enviros suing BLM over Cal fracking plan .... 6.8M bls drop in US crude inventories in latest EIA report. US gasoline demand up 622Kb/d. Drop in Canada crude imports due to wildfires near oil sands .... US May crude/condensate production est 9.59Mb/d. Expected to start decline in June .... Investment in Canada oil sands dropping 30% this year to $23B .... Recent Cal oil spill cleanup cost $62M so far .... Oil spill from insurgents' bombing in Colombia .... Daimler entering home batt power storage market .... 8point3 Energy - First Solar, Sunpower yieldco - wants to raise up to $483M in IPO .... Iberdrola got 76Mw order .... Hawaii Ok'd 50Mw Sun Ed (SUNE) site on Oahu.
THURSDAY OPEN .... Market up 34/11/5. Volume slightly light. WTI under $61, Brent ~$65 .... US retail sales up in May .... No progress on Greek deal .... (stock #s in %) BLDW up 25 with volume. RGSE up 23 with volume. MDDD up 20. SWET up 9 .... XDSL down 20. AOMFF down 10, new low with news. CCTC, VSPC down 10. ZNNMF down 9.
Wednesday, June 10, 2015
WEDNESDAY CLOSE .... Market up 236/62/25. WTI over $61, Brent over $65. US natgas $2.86 .... Greece hopes .... World Bank joined IMF to urge Fed to wait to raise rates with slower global growth .... Iraq forces retook Baiji, but ISIS torched the refinery on way out .... Al qaida in Libya attacked ISIS after leader killed .... BOE: bankers must improve conduct or face tougher rules .... (stock #s in %) HIIT up 35. PSPW up 21. MDDD up 20. BFRE, EWRL up 17. PTOS up 14. RNWEF, ZNNMF, SSOL up 13. DPSM up 12. RGSE up 10 with volume. GEVO up 9 with volume, news. ASTI up 8. SPWR up 5. CSIQ up 4 .... BLDW down 37 with volume. CSGH, NGLPF down 19. CABN down 11. BLSP down 9, new low. MMMW down 9, new low with volume. SKYS down 7 more.
IMF PUTS TOTAL GLOBAL FOSSIL FUEL SUBSIDIES AT ~$10M/MINUTE. INCLUDES HEALTH, ENVIRO COSTS .... US expected to install 7.9Gw PV solar this year .... Insurance scheme being studied to ease 3rd world damages from global warming climate change .... New study outlines path to 100% clean/renewable energy in all 50 US states .... EPA carbon rule could create 300K net jobs: study .... Climate negotiators finalized global agreement to combat GHGs from deforestation .... World needs to ramp up batt energy storage to meet climate targets: report .... Highest resistance to global climate agreement from US, Norway: survey .... May be time to finalize a "rational" rule to cut CO2 emissions from power plants: American Electric Power CEO .... Clean Power Plan no threat to MISO grid reliability: report .... Canada regulators delaying decision on nuke waste storage site near Great Lakes .... Ontario to reduce use of seeds treated with bee-killing neonicotinoid pesticides .... Finding that aircraft emissions endanger public health starting EPA regulatory process .... Milky rain linked to dry lake in Washington. (Lithium?) .... Sun Ed (SUNE) got 371Mw in S Africa projects .... Tesla (TSLA) to double capacity of home batt product, push utility-scale option .... Amazon Web Services, partner building 80Mw solar farm in VA. Online late '16. AWS now using ~25% clean/renewable power globally, goal at least 40% by '17 .... E.ON 219Mw wind farm offshore UK finished .... Burnoye Solar got $93.7M finance for 50Mw project in Kazakhstan. EBRD loaning $78M .... Dubai to install LED street lights. To reduce 163 tons CO2, save 380Mwh/yr .... Ohio's clean power restrictions an obstacle for newly-proposed Amazon data center .... Major US shale plays - except Permian - have peaked: EIA. Expect decline .... Russia to begin importing el from Finland .... China imported 5.47Mb/d crude in May v. 7.37M in April. "Refineries maintenance."
WEDNESDAY OPEN .... Market up 186/47/17. Volume normal. WTI over $61, Brent over $65 .... Obama sending more troops to train Iraq forces .... UK industrial output up .... Bond rout continues .... Iceland raised rates .... (stock #s in %) BLDW up 63. HIIT up 25. SSOL up 21. PSON up 18. BLDP up 5 with volume, news .... ALTI down 52. CSGH down 19.
Tuesday, June 9, 2015
TUESDAY CLOSE .... Market flat/mixed. WTI ~$60, Brent over $64. US natgas $2.82 .... (stock #s in %) HIIT up 40 with volume. AMLM, EWRL up 15. GEVO up 2 with volume .... BLDW down 42 with volume. DSTI down 22. BFRE down 19. PSON down 16. AXPW down 12. PRHL down 10 with volume. CCTC down 10. AETI, EVSI down 9. FCEL down 5 with volume after reporting.
FED APPEALS COURT REJECTED BID TO STOP EPA CLEAN POWER PLAN .... May wettest month in US history .... Record US residential solar installs in 1Q15 .... Solar, wind expected to be 4% of world power mix in '35: IEA. (Not enough.) .... India unlikely to agree to any form of GHG emissions cap. Forget a cut. (There we go. Migrate toward poles or fry.) .... Water subsidies cost world $456B in '12 .... Oman unregulated groundwater pumping depleting aquifers. Channels running dry. Mid-May temps hottest on Earth. 117*F .... Return of seagrass to Tampa Bay. Rare enviro victory .... Montana trickle of oil drilling dried up with price slump .... Russia oil production steady in May at 10.7Mb/d .... Conoco withdrew from shale gas exploration in Poland. $220M invested since '09 on 7 wells .... Iraq's new Basra Heavy crude selling too slowly in Asia .... US rig count down 7 last week, oil rigs down 4 .... Rhino idling majority of Central Appalachia coal ops .... IL coal producers to leave coal in ground rather than sell at current prices .... Price of Australian coking coal down 23% yoy to $86/metric ton on lower China demand. Oversupply seen to '22 .... Feds urging trains to slow down on curves. (Wow. What leadership.)
Monday, June 8, 2015
MONDAY CLOSE .... Market down 82/46/13. WTI under $59, Brent under $63. US natgas $2.69 .... (stock #s in %) CRGE up 194. CSGH up 49. LEOM up 18. SENY up 17. CABN up 14. PHRL up 13 with volume. BLDP up 11 with volume, news. AXPW up 8. AMSC up 5 with volume. POWR up 1, new high with volume .... MDDD down 61. BLSP, MMMW down 15, new lows. LSCG down 13. PSPW down 12. HQCL down 5. SUNE down 1 after new high with news. AEIS down 1 after new high.
G7 LEADERS PROMISING FOSSIL FUEL PHASEOUT BY 2100 .... Near 80% in worldwide poll "very concerned" about global warming climate change .... Coal power in Poland lowering life spans, causing serious health probs. Poland home to 6 of Europe's 10 most polluted cities .... Major drought, water crisis in Nicaragua .... Finland wants 40% renewable transportation fuels by '30. 8% now .... UK plan to cut wind subsidies "irrational": Scot minister .... 5.8Mw energy storage cap added in US in 1Q15. Up 20% yoy. Est 220Mw by yearend. 62Mw added in '14 .... Advanced Microgrid to buy up to 500Mw batt cap from Tesla .... DOE, utilities signed agreement to promote EVs .... Indonesia wants to rejoin OPEC, though doesn't export oil now .... US crude exports 586Kb/d in April, up 169K from March .... Sun Edison (SUNE) order for 371Mw for 5 projects in S Africa .... Ballard (BLDP) $10M order for 33 fuel cell power systems for China buses .... Solar CIty (SCTY) expanding to Rhode I .... IMF loaned Iraq $800M to offset lower oil prices .... Kurds exported 578K bls in May. Baghdad supposed to pay Kurds ~$1B/mo. They're not .... IS in Libya seized Sirte, Harawah, attacking Misrata; presence in Derna, Benghazi .... 20M Yemenis in dire need of food, water, med supplies .... Moultrie, GA moratorium on rooftop solar .... Jinko 50Mw order from Turk comp .... United Mine Workers to sue over EPA Clean Power Plan .... IFC, ADB, IDB to finance $210M for 341Mw natgas power plant in Bangladesh .... Germany launched 2nd solar tender. 150Mw .... CHORUS Clean Energy plans Eur100M 3Q IPO .... Indian state targets 3Gw more clean power by '22 .... LA area tightening air pollution standards.
MONDAY OPEN .... Market down 35/19/5. Volume a little light. WTI under $59, Brent under $63 .... Iraq forces battling to retake Baiji .... Syrian army regained ground v. ISIS .... China imports, exports down in May .... (stock #s in %) DSTI up 29. CABN up 20. BLDP up 11 with volume, news. RNWEF, SWET up 11. SENY up 10. AXPW, LEOM up 8. TSLA up 3. POWR up 2, new high. SUNE up .2, new high with news .... MDDD down 61. SKYS down 9. MKTY down 8. AEIS down 1 after new high.
Friday, June 5, 2015
FRIDAY CLOSE .... Dow down 56, Naz up 9, SP down 3. WTI ~$59, Brent over $63. US natgas $2.59 .... OPEC kept quotas intact .... 280K new US jobs, unemploy up to 5.5%, 2.5M jobs to go .... Terrorist selfie in front of ISIS HQ brought on bombing 22 hours later .... Kurds need arms, supplies ASAP .... SP raised Ireland to A+ .... Ukraine bonds up .... It would take Europe's 13 richest peeps to solve Greek debt crisis .... (stock #s in %) SOPW up 37 with news. PSON up 26. NGLPF, CCTC up 25. MMMW up 23. HQCL, SSOL up 15. JASO up 12 with volume on news. AXPW up 12. LMRMF, BFRE up 11. CCGI, BLSP up 10. CSUN up 7. CSIQ up 5 with news. FSLR up 3 .... CABN down 25 with volume. MGLT down 23. LTBR down 21 with volume, news. AMLM down 14. DPSM, OOIL down 12.
NEVER WAS 15-YEAR GLOBAL WARMING PAUSE: NOAA .... Norway pension fund to divest coal .... 1st time in over 4 yrs drought covered less than 25% of US .... Warmer, lower-oxygen oceans driving marine species toward the poles: study .... May N Am snow cover 3rd lowest on record .... El Nino threatens Africa, E Asia ag .... Better data, modeling needed for tighter ozone limit: NOAA .... Mass whale deaths off Chile .... DOE $60M for nuke tech, fuel research .... Canadian Solar (CSIQ), ET Solar, ReneSola to lose EU tariff exemption .... Yingli may return to profit 2H15 .... New geothermal wells producing 33Mw in Kenya .... Trump's offshore wind farm appeal rejected .... Shark found in Tennessee R.
Thursday, June 4, 2015
VW TO MAKE EVs, HYBRIDS IN CHINA .... IKEA pledged $1B Euros for clean power, helping poor nations cope with climate change .... Marshall Islands, flagging many ships, proposed cap on GHG emissions from ships .... GE intro'd 3-pack of new LEDs for $10 @ Home Depot. New Philips LEDs $5 each. LEDs just 6% of bulb shipments 1Q15. Compact fluorscents 40% .... Campbell Soup, subsid bread comp partnering with EDF to improve water quality, reduce GHGs, make fertilizer more efficient .... Drought beginning to kill redwoods, other iconic Calif trees (Monterey Pines, etc.) .... Cal Senate passed climate package aiming for 50% clean/ren power, 50% less petrol use .... China comp to build world's 1st tidal lagoon project .... Court orderding KY regulators to reassess coal plant discharges .... French govt ordering Areva, EDF to merge .... Coca-Cola unveiled bottle made entirely from plants .... Subway to remove artificial ingredients by '17 .... Low birth weights near PA frack wells: study .... Study links soot levels below EPA standards to higher death rates .... Water use restrictions in Utah .... T Bone Pickens: Suads bluffing on oil production .... TERP bought 23Mw solar from Integrys .... 700K CREE LEDs recall for burn hazard .... Sun Ed (SUNE) stole proprietary info from Sunpower (SPWR) .... Ameresco/Army completed energy efficiency/solar project .... EPA study: "no widespread, systemic" water pollution from fracking. (Yea, right. Just poisoning locally.) .... IMF urging US Fed to postpone rate liftoff to 1H16 .... and onward and upward we go.
THURSDAY CLOSE .... Market down 170/40/18. WTI $58, Brent $62 .... Bond selloff resumed .... Greece to miss IMF payment Friday, wants "bundling" to July .... Israel/Saud secret talks to thwart Iran .... (stock #s in %) LTBR up 31 with volume, news. IFXY up 30 with volume. XDSL up 25. MDDD up 24. AXPW up 17 with volume after new low. PTOS up 16. OOIL up 13. BYDDF up 10, new high with volume. EWRL, ASTI up 10. GEVO up 10 with volume, news. CBAK up 9. HQCL up 3 .... BLSP down 12, new low. CCTC down 11. BFRE, ZNNMF down 10. RNWEF down 9, new low. CABN down 8.
Wednesday, June 3, 2015
WEDNESDAY CLOSE .... Market up 64/22/4. WTI under $60, Brent under $64. US natgas $2.64 .... Iraq, Iran fighters recently deployed to defend Damascus .... Ukraine fighting flare-up with reb push .... (stock #s in %) BOPO up 20. ALTI up 17. WEST up 16. PRHL up 12. OLED up .5, new high. LYTS up .4, new high with volume .... CDTI down 15 with volume, news. VSPC down 15. HQCL down 14. GEVO down 13 with volume, news. NGLPF down 13. LEOM down 11 with volume. DPSM down 10. AXPW down 6, new low. ENZR down 3, new low with volume. FTEK down 1, new low.
AG LOSSES FROM DROUGHT IN US SET TO INCREASE 23% THIS YEAR .... EPA to set new limits on aircraft emissions .... Fed judges upheld EPA finding that carbon injected underground a solid waste subject to regs .... Corals may fare better in a warming world than previously thought: new model .... US exports of petrol products up 200% since '04 .... Petrobras issued 100-yr bonds .... Japan, China top funders of coal: study .... BYD (BYDDF) plans to raise up to $2.4B in private placement .... '14 worst year on record for conventional oil/gas discoveries. 78 finds with est reserves of 13.3B BOE. 7 finds so far in '15 with commercial potential .... China April crude imports up 8.6% yoy to record 7.4Mb/d. 4.54M from OPEC .... Iran to abolish motorists' allowance for subsidized fuel, set a price .... Venezuela, Rosneft agreed on $14B investment in Venezuela oil/gas sector .... US oil rig count down 13 last week .... March TX crude production down 2% from Feb. 2.31Mb/d. Issued drilling permits down 56% yoy in April .... Marcellus NG production set to remain flat next few yrs, then slowly decline: EIA .... Total 780M smart meters installed in world by '20: ABI. China now rolling them out. 210M installed as of '14 .... Gamesa order for 239Mw Scotland wind project .... Senvion order from RWE Innogy for 35Mw wind farm in UK .... ABN AMRO issued Eur500M green bond .... Chevron paying $1M fine for fatal PA NG explosion .... NG pipeline rupture in Arkansas R near Little Rock.
WEDNESDAY OPEN .... Market up 149/33/10. Volume normal. WTI under $61, Brent under $65 .... 201K new US private sector jobs in May: ADP .... ECB kept rates steady, deflation risk fading .... (stock #s in %) MDDD up 29. PRHL up 19 with news. ALTI, WEST up 17. ZAAP up 14. XSNX up 10. LYTS up 2, new high. OLED up .8, new high .... CDTI down 14 with volume. VSPC down 6, new low. AXPW down .3, new low.
Tuesday, June 2, 2015
TUESDAY CLOSE .... Market down 28/6/2. WTI over $61, Brent over $65. US natgas $2.68 .... ISIS closed Ramadi dam gates, cutting off water to Baghdad .... (stock #s in %) GEVO up 26 with volume. CDTI up 23 with volume, news. CABN up 20. VSPC up 18. AMLM up 16. LEDS up 15. EWRL up 11. RNWEF up 10. AMRS up 5 with volume. PLUG up 4 with volume, news. LTBR up 3 with volume. SPWR up 2. LYTS up 1, new high with volume .... DSTI down 39. PSPW down 23. XDSL down 20. WEST down 19 with volume. PRHL down 17. GPRC down 16. BLDW down 13 with volume. OPTT down 12 with volume. BBLU down 7 with volume, news. SEDG down 6 after new high. LMRMF down 4, new low with volume. REGI down .9 after new high with volume. MXWL down .4, new low with volume.
COALITION OF SCIENTISTS STARTED $150B PROGRAM TO MAKE CLEAN POWER CHEAPER THAN COAL. 10-yr plan. Inviting govts to join. Solar now ~$136/Mwh, coal ~$91 .... GHGs should peak at no more than 450PPM for max chance to limit temp rise to 2*C. CO2 now over 400PPM, rising 2-3PPM/y. (But CO2 not all GHGs.) .... Broad public support in US for state-level clean/renewables mandates: poll .... US food giants, investors: palm oil deforestation standards too weak .... Industry emissions permits to be required in '16 in big steelmaking China province .... EPA clean power rule may usurp state powers: FERC commissioner .... Fed appeals court denied challenge to EPA ozone designations .... Lung Assoc launched push for stringent US ozone standard .... Fish in Florida waters having "virgin" births: scientists .... Wind provided over 20% of powgen in 3 US states in '14 .... xSunx (XSNX) got 2 new solar projects .... Obama admin approved 3 utility-scale solar projects in NV .... Panasonic to begin selling energy storage systems in Australia to tap rooftop solar surge .... Wind repowering now billion euro/yr market. 544 turbines - 264Mw - taken offline in '14 in Germany, replaced by 1Gw capacity .... China's 3 largest natl oil comps made only 3 deals - worth $2.8B - in '14. $104B '09-'13 .... Kazakhstan became "fuel bank" for low-enriched uranium for IAEA in May .... Enel broke ground on 82Mw solar project in S Africa .... Southern bought 30Mw solar project from Longview Solar in GA. 30-yr PPA. Trina panels. Single-axis tracking. Groundbreak this month, online 4Q15 .... ANZ Bank closed inaugural A$600M green bond .... Jinko 80Mw supply deal for China rooftop solar .... ReneSola net profit down 16% 1Q15.
TUESDAY OPEN .... Market down 16/5/2. Volume normal. WTI over $60, Brent over $65 .... US factory orders down .... (stock #s in %) CDTI up 35 with volume, news. EWRL up 20. RNWEF up 10. LEOM up 3, new high. SEDG up 2, new high. REGI up .9, new high .... DSTI down 39. PSPW down 23. DPSM down 21. SWET down 15 with news. LMRMF down 14. BLDW down 10. BFRE down 9. MXWL down .6, new low.
Monday, June 1, 2015
MONDAY CLOSE .... Market up 29/12/4. WTI over $60, Brent ~$65. US natgas up to $2.66 .... Russians pulling out military advisors, non-essential embassy persons from Syria .... (stock #s in %) DSTI up 66. XDSL up 25. NGLPF up 24. PTOS up 20. BFRE up 17. REGI up 16, new high with volume, upgrade. DPSM up 15. BSRC up 14. AWSL up 12. LEOM up 9, new high with volume. SEDG up 6, new high. LYTS up 3, new high with volume. AEIS up 2, new high. EMKR up 1, new high with volume, news .... BLDW down 22 with volume. HQCL down 15 with volume, news. VSPC down 15. AMLM down 12. GPRC, LEDS down 10. SSOL down 10 with volume. FSYS down 3, new low. MXWL down 2, new low. AXPW down 1, new low. SSNI down .7 with volume after new high.
EU THREAT TO EXTEND TARIFFS ON SOLAR PANELS TO INCLUDE TAIWAN, MALAYSIA. (Going after Chinese solar comps.) .... EPA expected to propose rules requiring heavy trucks to increase fuel economy up to 40% by '27 .... Shifting ocean circulation set to cause weather changes in coming decades: study .... Renewable energy certificate trading up 550% in India .... IKEA now energy independent in Nordics .... 6 major oil/gas comps urging UN to let them set price on carbon .... Iran foiled US cyber attack on oil ministry: Iran .... DOE set aside $32M to invest in solar industry jobs .... NJ pilot offshore wind project suffered court setback .... MD fracking ban went into effect .... Oklahoma ban on fracking bans signed into law .... Eni discovered another natgas/condensates deposit offshore Libya .... MN approved $250M solar project .... A123 Systems plans $200M investment to double batt production .... US consortium proposing $3.5B Puerto Rico utility bailout.
MONDAY OPEN .... Market up 8/5/1. Volume a little heavy. WTI under $60, Brent under $65 .... US factory orders up .... Spain, Italy manufacturing up .... US sold 32K high-tech bombs, missiles to Israel .... Iraq lost 2.3K Humvee armored vehicles when ISIS took Mosul: PM .... (stock #s in %) DSTI up 66. BSRC up 14. ALTI up 13. REGI up 10 with upgrade. LEOM up 9, new high. LYTS up 5, new high. AEIS up 2, new high .... BLDW down 21 with volume. PSON down 21. HQCL down 15 with news. VSPC, SWET down 15. BLSP down 14, new low. AMLM down 13. GPRC down 10. WEST down 8.
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