Thursday, July 30, 2015

THURSDAY CLOSE .... Market flat/mixed. WTI over $48. US natgas down to $2.78 .... (stock #s in %) XDSL up 33. GEVO up 19 with volume. ENZR up 14. BBLU, ELON up 10 .... EVSI down 17. LEOM down 14. SENY down 13. ZAAP down 12. ASTI down 11, new low with volume. CCGI, RNWEF down 10. GTATQ down 10, new low. BWEN down 8, new low. LSCG down 8. ASYS down 1, new low.

ALASKA GLACIERS LOSING 75B TONS OF ICE/YEAR .... (Charlie Rose leading his PBS show off with deflategate.) .... (And I'm listening to Joseph Prince on Daystar. And getting real with you, pards.) .... Heat wave in Mideast causing day off in Iraq .... Hidden ocean found under China's largest basin larger than US' 5 Great Lakes combined. (How deep?) .... Senate committee OK'd energy bill lifting crude export ban .... DOE settlement. To rewrite walk-in freezer energy efficiency regs .... Washington State giving beekeepers farmer status .... Rio's Olympic waters teeming with viruses .... Greens' alarm over clear-cutting Cambodia's protected forests .... UN calling on big banks to address financial risks of deforestation .... World Bank pushing rich countries to deliver on climate change finance pledges .... Mekong Delta suffering from rising salt waters .... Sudan plans to increase powergen up to 15% with new hydropower in coming year. Protests in capitol over power cuts .... Schneider El, Saft patnering on two 1Mw solar/1Mw power storage plants on Corsica .... 4.2M bl decline in US crude stockpile last week .... EIA est 151Kb/d drop in US oil production last week to 8.95Mb/d .... Kurds retaliated against Turkey attacks. Blew up NG pipeline from Iran to Turkey, oil pipe from Iraq .... Oil majors cutting 10K more jobs .... Low oil prices enabling India to end subsidies, start taxing fuels .... China NGO filed suit v. Conoco, CNOOC over oil spills 4 yrs ago. China court agreed to hear cases 1st time ever after new law this year .... Iowa wholesale E85 selling for ~$1/gal under regular unleaded gas .... NG-fueled 300Mw "peaking plant" OK'd in UK. 200M Pounds. Online in '19 .... Marubeni to supply Hanwha (HQCL) solar panels for 53Mw plant in Fukushima Japan. Online mid-'17 .... China Longyuan 300Mw offshore wind project .... Abengoa Yieldco 1H revs up 82% .... Solar City (SCTY) $155M 2Q loss. (Aren't businesses formed to make money?) .... 5 more elephants poached in Kenya .... Oil spill off Calif shore near same spot as last one. This one possibly from offshore rig .... So. What's going on? China market implosion. Iran nuke deal. ISIS war. Extreme weather. Corporate profits and losses. As we get closer to the end of this age and the second coming of Christ. Happy trails, pards. Happy trails.

THURSDAY OPEN .... Market down 56/21/8. WTI ~$49, Brent over $53 .... US 2Q GDP up 2.3%. 1Q revised up .... (stock #s in %) XDSL up 33 with news. GEVO up 11 with news. POWI up 10 .... AMLM down 19. ABAT down 15. SWET down 14. ZAAP down 12. XSNX down 11. CCGI down 10 with news. FTEK down 4, new low. ASYS down 1, new low.

WEDNESDAY CLOSE .... Market up 121/22/15. WTI over $48, Brent over $53. US natgas $2.84 .... Fed held pat .... Lagarde: world econ "fragile" .... (stock #s in %) DPSM up 32. EVSI up 25. ABAT up 18. SZYM up 15 with volume. AMTX up 11. AMLM, EFOI, PSPW up 10. SPWR up 10 with volume after reporting. ACFN up 9 with volume. BBLU up 9 with news. XSNX up 9. CSIQ, FSLR up 5 .... XDSL down 21. BLQN down 20. ALTI down 11. CHGT down 8, new low. RBCN down 4, new low. FTEK down 1, new low.

Wednesday, July 29, 2015

ALL BUT 1 OF MAIN TRACKERS OF GLOBAL SURFACE TEMPS NOW PASSING OVER 1*C UP FROM START OF INDUSTRIAL AGE .... EPA may extend Clean Power Plan compliance 2 yrs to '22 .... Over $150B of FL property may be below high tides by '50: new risk report .... Seychelles abolished duties on EVs. Previously 5%. Duties on hybrids down to 5% from 15%. Financial, tech support for rooftop solar coming in '16 .... Record rainfall wiped out much of NM drought .... OR gov ordered state agencies to cut water use .... Washington gov set carbon cap .... NASA mission to measure Greenland ice melt .... Toxic algae return to L. Erie .... Brain-eating amoeba found in 2nd LA parish .... Asbestos in D.C. Metro cars "no risk": officials .... Weed-eating goats stabbed while "on duty" in Idaho .... Sinkholes abound as Dead Sea shrinks .... Buffalo snow pile from winter still melting .... Sea level in D.C. area rising faster than anywhere else on E. Coast .... Massive carbon sinks detected beneath world's deserts .... UPS to buy 46M gal of biodiesel. Wants to displace 12% of petrol fuels used in ground fleet by '17 .... Brazil arrested CEO of Electronuclear in graft case .... 2 fracking wells shutdown after Okla quakes .... Higher-risk "shallow fracking" more common than thought: study. Threatens aquifers .... NRG Energy launched community solar biz. 100Mw in pipeline. 1Mw start in Mass .... Solar City (SCTY) launched plan to bring solar to small, midsize biz .... Feds allege Xcel contractors falsified weld tests at MN nuke plant .... NV Energy, Berkshire joined other comps in American Business Act on Climate pledge .... Canadian Solar (CSIQ) got $28M loan from Rabobank to build up to 20Mw in Japan .... Iberdrola Scot unit started build of 239Mw, $468M wind plant in Scotland. Online in '17 .... Iberdrola, SCE 132Mw wind power agreement .... Terra Form (TERP) to launch $200M bond in 4Q .... Smart cities programs need more scale-up capital, not early-stage funds .... Brazil approved 35% increase in solar bidding cap .... House Rep Fattah indicted on racketeering .... 4 Northern White Rhinos remain .... Links between Turkey, ISIS now "undeniable": western official.

WEDNESDAY OPEN .... Market up 79/9/8. WTI over $48, Brent ~$53 .... Fed wait .... Russia halted purchases of foreign currencies .... (stock #s in %) DPSM up 32. CCTC up 22. LYSDY up 19. SZYM up 17 with volume. ENZR up 13 with news .... BLQN down 20. ZAAP down 19. CABN down 11. RBCN down 4, new low.

Tuesday, July 28, 2015

TUESDAY CLOSE .... Market up 189/49/25. WTI over $47, Brent $53. US natgas $2.83 .... China market stabilized .... (stock #s in %) PSON up 28. AMLM up 19. LSCG up 13 with news. BSRC up 12. BFRE, CABN, VSPC up 10 .... MDDD, PSPW down 31. LMRMF down 30. DPSM down 27. EVSI down 12. CERE down 11. ALTI, MKTY down 10. GPHBF down 4, new low after reporting. FCSMF down 4, new low. ADES, FTEK, PALAF down 2, new lows. ASYS down 1, new low.

40% OF WORLD POPULATION HASN'T HEARD OF CLIMATE CHANGE .... Warm water killing 1/2 of migrating sockeye in OR .... Drought on 4 continents .... Rare July snowfall in MT, WY .... MT pea prices skyrocketing with drought, bad weather .... Grid operator: state-by-state Clean Power Plan compliance more costly than regional options .... Latest quakes from fracking in OK .... OPIC $233M loan for 100Mw wind project in Kenya .... Eni found up to 530BCF of NG in Nile Delta .... Over 31K bls leaked from Nexen (CNOOC) oil sands pipeline .... Permits for new wells in Gulf of Mex in less than 500ft water down 74% in 1H15 yoy .... IEA: global oil demand est to rise 1.5% this year .... China may intro 2 child family policy as soon as yearend .... Israel deal to build 121Mw concentrated solar plant with power storage for ~$1B. Est. online in '18 .... Cameroon oil production up 17% in '15 v. '14 to over 100Kb/d. World Bank est. 150K in '16. ~200M bls reserves .... MRC Allied to invest $100M in Philippines solar project .... Clean energy VC/PE finance on track for slowest year .... Sunrun, Enphase solar supply, intel deal .... Alstom offering GE Eur300M discount on energy biz .... Duke bought 50Mw solar in Cal .... Fed court sent part of cross-state air pollution rule back to EPA .... Sun Ed (SUNE) started building 110Mw solar plant in Chile.

TUESDAY OPEN .... Dow up 64, Naz down 13, SP up 2. WTI under $48, Brent under $53 .... Fed meet .... UK GDP up .7% .... (stock #s in %) ZAAP up 16. XDSL up 14. BSRC up 9 .... DPSM down 27. CCTC down 21. CERE down 10. ADES, ASTI, BLSP down 3, new lows. FTEK down 2, new low. FSYS, KNDI down 1, new lows.

Monday, July 27, 2015

MONDAY CLOSE .... Market down 128/48/12. WTI ~$47. US natgas $2.79 .... IMF: dim pic for Europe .... US/Turk to create ISIS-free zone in Syria .... Kurds cut key ISIS supply route in Syria .... Emergency NATO meet tomorrow at Turk request .... (stock #s in %) DPSM up 38. JUHL up 35. ELON up 8 after new low. PEIX up 3 after new low with news. CAFD up 3 after new low .... MGLT down 40. WWPW down 32. CERE down 22, new low. PSON down 20, new low. ABAT down 18 with volume. ENZR down 16, new low with volume. SENY down 16. LYSDY down 15. ZAAP down 13. XDSL down 12. ASYS down 11, new low with volume. CBAK down 11. BSRC, BYDDF, CSGH down 10. GTATQ down 9, new low. BLSP down 8, new low. FCSMF, ASTI down 7, new lows. KNDI down 6, new low. MXWL down 5, new low. TSLA down 4 with news. FCEL, ENPH down 2, new lows. FTEK down 1, new low. ENOC flat, new low.

13 MAJOR US COMPS ANNOUNCED $140B COMMITMENT TO NEW INVESTMENT IN CLEAN ENERGY, DECREASE CARBON FOOTPRINTS. Part of White House initiative .... H. Clinton released clean energy goals if elected. Clean energy in every US home within a decade .... China allowing lawsuits v. polluters. 1st time in 25 yrs .... Weakened solar activity could speed Greenland ice melt: report .... El Nino threatens biodiversity on Galapagos: scientists .... Car-free days in European cities to tackle emissions .... EV share program launched in L.A. for low income, disadvantaged folks. State law a reason .... Iran plans $185B of oil/gas projects by '20. World's largest NG reserves, 4th largest oil reserves. $2B already done deals .... Canada NG exports down 21% '10-'14 .... Canadian Solar (CSIQ) completed 100Mw farm in Ontario .... Pemex missing 2.7M bls oil. (Whoops.) .... US oil rig count up 21 last week .... Monthly cost of storing, financing oil barrel at Cushing tripled in last 2 months .... US natgas storage up 28% v. '14 at 2.8TCF. 3% above 5-yr avg .... 5-day planned ceasefire in Yemen for humanitarian relief .... Over $16T corp debt in China. $800B to rescue stock market so far .... Russia/China NG pipeline project postponed indefinitely over slowing NG demand in China, up only 2% in 1H15 .... China's direct investment in Russia down 25% yoy in 1H15. Trade between them down 30% .... Russia inflation up 16% in 1Q15. Real wages down 14% in May. 9.4% drop in retail sales in June. IMF est. their GDP to drop 3.8% in '15. Reserve fund may be depleted by '17 at present rate. ~25% of regional govts virtually bankrupt .... Russia oil production may drop 800Kb/d by '17 .... Bechtel ground break on 700Mw combined-cycle NG power plant in OH. Online in '17 .... Sunpower (SPWR) bought 100Mw Nevada project from KOMIPO. Online in '16 .... Hydro-Quebec RFP for 6Mw wind project .... Trans Alta (Canada) to buy 71Mw clean power assets in US, including 1st solar, for $75.8M + $41.8M debt, obligations. 21Mw solar in Mass, 50Mw of wind in MN .... J-Power started building 16Mw wind project in Japan. Online in early '17. Enercon 2.3Mw turbines .... EDF deployed 150Mw solar in India .... Kodiak Island was spending $7M/yr on 2.8M gal of diesel for power. Now gets all power from wind, hydro.

MONDAY OPEN .... Market down 106/29/8. Naz back under 50-day lines. WTI under $48 .... China stock market implosion .... US durable goods orders up 3.4% in June .... (stock #s in %) JUHL up 35. ACFN up 15. WEST, SWET up 12, both with news .... MDDD down 40. WWPW down 32. CERE down 25, new low with news. XDSL down 25. PSON down 22. ENZR down 19, new low with volume. ALTI down 18. XSNX down 17. ZAAP down 13. CCGI down 11. ABAT, BYDDF down 10. ASTI down 6, new low. KNDI, ENPH down 3, new lows. ASYS, ELON, FCEL down 2, new lows. GTATQ, MXWL down 1, new lows.

Sunday, July 26, 2015

RUMINATIONS II .... If I had a vote I don't think I would vote for the Iran deal. I think the US should have walked away from negotiations. Chamberlain got a deal from Hitler. Any students of history? Why hand $100B over to Iran for starters? Let alone their resumed oil/gas production revenues? Anyone hearing "Death To America" and "Death to Israel" from these thugs? Their forces are in Lebanon, Syria, Palestine, Yemen, Iraq and probably more. Surrounding the Sunnis. Funny how Kuwait, Oman, Emirates, others in peace? Who has Libya now? Egypt actually in fair sane control except for Sinai. The canal in danger. North Africa in chaos from jihad. Reminds me that our planet is only 8 thousand miles wide amidst an infinite universe. Ponder on pards.

RUMINATIONS .... How much time do you spend in silence every day? Silence connects us to our spirit and possibly God .... And the next time Iran yells "death to America" and "death to Israel" should crowds in America and/or Israel yell back "death to Iran"? No. That wouldn't be Christian or Jewish or nice of us. We should yell "light to Iran". Or "salt to Iran". Or "hay, Iran, what's up with death to us? What's your prob?" Really. Teach the juvies what a family of nations is .... And then there's Vlad. OK, Crimea may be a give me back from Kruschev days. OK. That's only 50-60 years under Ukraine governance. Big Russian navy base there. But. Why the power grab? Vlad's a small guy. He has to bully his way to equal standing with average height men. Remember Napoleon, anyone? .... And then there's Kim Jung Yuk Ill of North Korea. Oy. Surely feel for the people that have to live there .... Finally, I wish Warren Buffett would lead a "Draft Bill Gates For President" campaign in a 3rd party bid. Trump a 4th party bid? Who knows, pards. Verily, we may be at some new way of looking at everything. We may even be at the end of this 2nd age. Godspeed good guys.

Friday, July 24, 2015

GREENLAND, ANTARCTICA GLACIERS WILL MELT 10X FASTER THAN PREVIOUS ESTS: HANSEN, CO-AUTHORS. Sea level rise at least 10 ft in as little as 50 yrs .... US installed 1.6Gw wind power in 2Q. Best ever 2Q. Over 13.6Gw - over 100 projects in 24 states - wind in construction. ~2Gw installed 1H15. Now 67.8Gw wind cap in US .... Clean power, energy efficiency will drive down utility bills: report .... US' top 100 power plants cut carbon emissions 12% .... Rice paddies a chief source of methane - up to 17% of total, 25-100M metric tons/yr: study in "Nature" .... World Bank: putting price on carbon would help world economies .... Lake Michigan levels up after record lows .... Construction start on 5-turbine wind farm offshore Rhode Island .... Solar3D (SLTD) unit $10M contract for 2Mw project in Cal .... SkyPower (Canada) $2.2B deal for 1Gw solar project in Kenya. 5-yr buildout. Also to buildout 6Gw solar next 5 yrs in Egypt, Nigeria .... EcoSolifer (Swiss) plans to build solar panel plant in Brazil. ~80Mw/yr .... Georgia PSC OK'd 46Mw solar project at USMC base .... sPower broke ground on 45Mw solar project in AZ .... WGL Energy Services marketing partnership with Solar City (SCTY) for MD, DE, PA, Wash. DC .... Japan Pulp & Paper finished 20Mw solar plant .... Concord $34.7M buy of 48Mw wind farm .... EPA "methane challenge" for oil/gas industry .... DiCaprio auction raised $40M for environmental projects .... USDA to survey 24K farmers on conservation practices .... Bamboo to power power plant in Japan.

FRIDAY OPEN .... Market down 61/9/6. WTI over $48, Brent ~$55 .... China manufacturing slump to 15-month low .... Turk airstrikes on ISIS in Syria .... (stock #s in %) WWPW up 45. LYSDY up 29. EVSI up 17. LMRMF up 15. BSRC up 12. SLTD up 11 with volume, news. ABAT up 10. VWDRY up 1, new high .... PSON down 22. WEST down 15. SENY down 14. ASTI down 13, new low. ABGB down 11 with news. ACFN down 11, new low. PEIX down 5, new low. FCEL, LTBR down 3, new lows. AMRS, MXWL down 2, new lows. CLNT, ENOC, ITRI down 1, new lows.

Thursday, July 23, 2015

THURSDAY CLOSE .... Market down 119/25/12. WTI under $49. US natgas $2.87 .... Turks opened air base up for US strikes on ISIS .... (stock #s in %) JUHL up 62. BLSP up 23. PEGI up 4 with volume. LYTS flat, new high with news .... XDSL down 25. SPIR down 25 with volume. LYSDY down 21 with volume. ACFN down 18 with volume. BSRC down 18. BFRE down 15. ASYS down 8. ASTI, MXWL down 6, new lows. SUNE down 5 with volume. AMRS, LTBR down 4, new lows. ENPH down 2, new low on downgrade. ENOC down 2, new low with news. FSYS down 2, new low. ELON, RBCN down 1, new lows.

CLIMATE CHANGE THREATENS REEFS' ABILITY TO PROTECT COASTLINES: STUDY .... Thousands of salmon getting trucked out of hot OR waters .... Chile's salmon farmers using record levels of antibiotics .... UK lifted ban on chems linked to harming bees .... Brain-eating amoeba found in New Orleans' tap .... Lake Tahoe blue hue from algae, not clarity: research .... US govt falling behind energy efficiency goals, set new ones .... Filipino Catholics gathering 10M signatures to send to Paris climate meeting .... UK proposing solar, biomass subsidy cuts .... NY, NJ port operators agree to cut emissions .... Sunpower (SPWR) to build 100Mw plant in Nevada for NV Energy .... Sun Ed (SUNE) to supply India partners with 180Mw of panels .... US Admin gave Shell OK to begin drilling offshore Arctic Alaska. But banned from penetrating oil-bearing rock until icebreaker gets there .... Global diesel fuel glut developing. (Diesel prices fall .... truck, rail, ocean transportation costs fall.) .... Vattenfall to build $140M, 54Mw wind farm in England. Construction start end of July, online early '17 .... German, Italian utilities teaming up to boost energy efficiency, cut GHG emissions in Italy .... Panasonic to sell residential solar with 25-yr warranty .... $75M invested in Dallas/Houston hi-speed rail.

THURSDAY OPEN .... Market flat/mixed. WTI over $49 .... (stock #s in %) JUHL up 50. PSPW up 37. VSPC up 34. CHGT up 12 .... XDSL down 25. ALTI down 18. LYSDY down 14. ENPH down 5, new low. ELON down 4, new low. RBCN down 1, new low.

Wednesday, July 22, 2015

WEDNESDAY CLOSE .... Market down 68/36/5. WTI under $50, Brent ~$56. US natgas $2.88 .... (stock #s in %) BOPO up 27 with volume. BSRC up 26. ALTI up 25. PSON up 24. SLTD up 22 with volume after report. SOPW up 13. SENY up 11 with volume. WEST up 10. WNDW up another 4 with volume .... VSPC down 31. PSPW down 30. BLSP down 26, new low with volume. JUHL down 20, new low with volume. CHGT down 13, new low. DPSM down 12. NTCXF down 11 with volume, news. EFOI down 8. ELON down 7, new low. ASTI down 5, new low. SUNE down 5 with volume. AMTX down 4, new low. ENOC down 2, new low. FSYS down 1, new low. FTEK, POWI flat, new lows.

US SENATE COMMITTEE VOTED TO EXTEND CLEAN/REN ENERGY PRODUCTION TAX CREDITS THROUGH END OF '16 .... Displacement of folks from natural disasters 60% more likely now than in '70's: report .... Scientists predict '15 could be hottest in global records .... Global warming not science fiction: Schwarzeneggar .... China breathed cleaner air in early '15 .... NYC, San Fran mayors announced new GHG-lowering initiatives at Vatican .... NYC got right to host 1st climate change museum .... Solar Energy Finance Assoc launched .... 5 volcanoes erupted in Indonesia .... Europe to US: your love of AC (air conditioning or AC power?) is "stupid" .... Americans waste 30-40% of food grown: USDA. ~122B lbs/yr, ~$161B. 50M Americans go without sufficient food. 12M eat less than needed nutritionally .... Judge rejected Alaska's bid to explore ANWR .... Avoid armadillos to avoid leprosy: FL officials .... NV Energy signed contract to provide $.0384/w power from First Solar's 100Mw Nevada project .... Exxon est. 700M bls offshore Guyana .... Duke bought 20Mw solar project in NC from Ecoplexus. Online by yearend .... Sun Ed (SUNE) bought Mark Group in England to sell to homes, biz .... Welspun commissioned 52Mw solar park in India .... Myanmar court sentenced 153 Chinese to life in prison for illegal logging. (Ouch.) .... Gun-firing drone built by US teen. (Here we go.)

WEDNESDAY OPEN .... Market down 56/37/5. WTI under $50 .... (stock #s in %) SLTD up 31 with volume after report. WEST up 16. SOPW, BOPO up 9. BSRC up 8. WNDW up 4 more .... VSPC down 39. ZAAP down 25. SENY down 13 with volume. DPSM down 12. BFRE down 10. NTCXF down 7 with news. ASTI down 5, new low. FSYS, POWI down 1, new lows.

TUESDAY CLOSE .... Market down 181/10/9. WTI over $50. US natgas $2.88 .... (stock #s in %) SENY up 87. XDSL up 33. FNVRF up 19. ALTI, DPSM up 14. LEOM up 11. AXPW up 10 with volume. CLNE up 8. POWR up 6, new high with volume. WNDW up 2 with volume. LYTS flat, new high with news .... LSCG down 20. WEST down 15. AWSL down 14. ENZR down 13, new low. EVSI down 10 with volume. JUHL down 9, new low with volume. CCTC down 9. CCGI down 8. SUNE down 7 with volume. BLSP down 7, new low. AMTX down 6, new low. TSLA down 5 with volume, news. MGPHF down 5, new low with volume. PSON down 5, new low. FCSMF down 4, new low. LTBR down 3, new low with volume. ENOC down 3, new low. POWI flat, new low.

Tuesday, July 21, 2015

I WISH .... I wish Bill Gates would run for president. Hell, Trump does every cycle and only has $10B he says. I wish if Bill won't that America would rise up to form an American Party and draft Bill for President. He and Melinda are doing as much of God's work on our planet as anyone. And he has enough money to not owe anyone or any group any political favor. And he has great working brain. And great biz experience. And great staff. And great friends like Warren and such. I wish for America to rise up for this coming election more than ever before. Bill Gates for President. Why not? I bet he could make us a profit.

RECORD GLOBAL HIGH TEMP FOR JUNE, 1H15: US SCIENTISTS .... Global clean energy M&A activity lowest 1H level since '10 .... Record Pacific Ocean heat strengthening El Nino .... Colorado almost drought free for 1st time in 6 yrs .... Drought damaging winter wheat crop in MT, OR, WA, ID .... Natural, weather-related disasters displaced 19M worldwide in '14. China, India, Philippines worst hit .... Nigerian govt workers in SE not paid for 5 mo. Treasury "virtually empty": Buhari .... Buhari fired all top military officers over Boko Haram failure .... Venezuela diluting its heavy crude with Nigerian oil .... Silt in US waterways, ports could limit US LNG exports if not dredged: DOE official .... Cheaper to import LNG than build infra, drill wells to meet peak demand in Argentina .... Tech-recoverable Utica resources more than thought: WV University. 782TCF, 1.9B bls. USGS '12 est. 38TCF, 940M bls .... Hewlett-Packard to power TX data centers with 112Mw of wind power from SUNE (Sun Ed) farm being expanded .... Vermont new law makes any facility that makes 52 or more tons of food waste/year within 20 miles of composting facility must take it to compost, not landfill .... Fed Ex to buy renewable jet fuel .... OPEC production up 283Kb/d in June to 31.4M. May production revised up 120K .... W Europe curtailing nuke power, E Europe wants more .... Risen Energy (China) MOU for 100Mw solar in India .... Kyrgyzstan cancelled coop agreement with US .... ISIS bombs in Turkey .... UK to revive N Sea oil/gas development.

TUESDAY OPEN .... Market down 194/15/8. WTI over $50, Brent over $56 .... (stock #s in %) XDSL up 33. SENY up 23. AXPW up 19. ALTI up 14. LEOM up 13. WNDW up 5. POWR up 3, new high with news .... VSPC down 42. LSCG down 21. ENZR down 16, new low with news. WEST down 15. AWSL down 11 with news. PSON down 11. SUNE down 5 with downgrade, news. TSLA down 4 with downgrade, news. BLSP down 4, new low. ENOC down 2, new low with news. POWI flat, new low.

Monday, July 20, 2015

MONDAY CLOSE .... Market up 14/8/1. WTI under $50, Brent under $57. US natgas $2.87 .... US college costs up 16% on year .... Fed directed 8 biggest US banks to hold extra capital .... (stock #s in %) VSLR up 44 on buyout. NFEC up 31 with volume. PSPW up 28. SENY up 20 with volume off new low. CCGI, LMRMF, PSON up 13. ASTI up 10. EVSI up 8, new high. SCTY up 7 with volume. LYTS up 3, new high. TSLA up 2 .... ALTI down 46. AXPW, PTOS down 26. XDSL down 25. MGLT down 22. LEOM down 21. AMLM down 19. NTCXF down 18 with volume. RNWEF down 14. DPSM down 12. GEVO down 11. ACFN down 10. LTBR down 9, new low with volume. MGPHF down 9, new low. RBCN down 9. EFOI down 7 after new high. SWET down 7, new low. CLNT down 6, new low. TERP down 6 with volume, news. CHGT, MXWL down 3, new lows. ENOC down 2, new low. FTEK, POWI down 1, new lows.

WHITE HOUSE CUT ESTIMATED US GDP GROWTH FROM 3% TO 2% FOR '15 .... $11T info/com tech (ICT) boom could cut global GHG emissions 20% .... Germany tripled offshore wind powgen cap in 1H15 .... Green product sales up avg. 91% '10-'13 for GE, Dow, others .... Russia GDP down 4.8% in June v. '14 .... Weak ruble insulating Russia from low oil prices .... Russia to spend $800M to bring el to Crimea directly from Russia .... Russia investigating legality of independent Baltic states .... Judge rejected Okla bid to block EPA power plant rule .... US crude inventories 100M bls more than normal for time of year .... Sauds attempting to pull Hamas away from Iran .... Greeks now allowed to withdraw 420 Euro once/wk v. 60/d. No money can be transferred out of country. New value-added taxes on food, public transport, funerals. (There ya go, Greece, hit the poor harder.) .... India planning uranium strategic reserve. Storage up to 33M pounds. India U production now 2.75M lbs/yr. Kazakhstan, Australia, Canada may help supply .... IRS proposing new MLP regime .... US nuke industry arguing for another 20-yr extension regime to 80-year plant life .... Shell expects oil price recovery to take 5 yrs .... Enel Green to start on 100Mw wind project in Mexico. $220M .... Iberdrola near start of building 204Mw wind farm in NC. $600M. Light, variable winds near shore .... Kandi (KNDI) to launch in Luzhou.

RECORD DELUGE IN S CAL, AZ .... Marshall Islands pledging to cut carbon emissions 1/3 by '20 .... Egypt PM announced 1st national council on climate change, sustainable development .... $300B to bring Iran oil industry back to where it was 5 yrs ago. Could bring up to 1Mb/d back online in 1 yr. Sanctions come off in Dec at earliest. 40M bls oil in storage .... Conoco further slashing capex, cutting Gulf of Mex deepwater projects .... Discovery, development of new oil projects worldwide now costs 3x more than decade ago, near $105/bl in '14 .... 6th US oil producer filed Chapter 11. Largest yet .... EIA predicting 91Kb/d drop in US oil production from main shale regions in Aug .... DOI approved expansion of NM coal mine that feeds 4 Corners coal power plant .... IEA chief calling for accelerated development of carbon capture/storage tech .... Cal judge declined to halt oil wastewater injections .... Ohio new rules on horizontal oil/gas wells .... Canadian Solar (CSIQ) grid connected 3 new plants in Japan .... Solar Frontier to expand globally as Japan market softens. Hopes to build factory in US.

MONDAY OPEN .... Market up 22/2/--. WTI under $51, Brent under $57 .... Commodity prices lowest since '02 .... Greece made ECB deadline. Banks reopened .... (stock #s in %) VSLR up 44 on $2.2B buyout by SUNE/TERP. SUNE up 3, new high. SENY up 37. CSGH up 19. NFEC up 16. LMRMF up 13. RGSE up 10 with volume. PSON up 10. SEDG up 6. LYTS up 2, new high .... AMLM down 19. XSNX down 15. AXPW down 14. NTCXF down 13. ENZR down 11, new low. MGLT down 11. LTBR down 7, new low with volume. SWET down 7, new low with news. EFOI down 3 after new high. ENOC down 3, new low. FTEK down 1, new low. MXWL down 1, new low. POWI flat, new low.

Friday, July 17, 2015

ALL KEY CLIMATE CHANGE INDICATORS WERE AT OR NEAR RECORD LEVELS IN '14: NOAA .... World Bank 1st-ever auction to finance methane emissions reductions .... Clean/renewable now provides more power than nuclear in countries with 50% of world population .... Alberta facing "ag disaster" from dry conditions .... Muslim scholars say climate change poses direct threat .... Lake Mead slightly out of danger zone after May rains .... Global offshore wind cap forecast to hit 52Gw by '22 .... Global green bond investment now $600B. Most for low-carbon transport, 20% for clean power .... China coal imports down 1/3 in 1H15. But turning to high emissions petcoke .... Commerce Dept to impose new tariffs on China solar. Antidumping duties up to 260%, countervailing duties up to 23% .... Pipeline rupture in Alberta .... Oil train derailed, leaked crude in Mont .... Alliant to spend $620M to close, clean up coal power plants in Iowa. Settled litigation with EPA .... Enel Green finished another 150Mw wind farm in Okla. 274Mw more wind under construction in Okla, online by yearend .... Sun Ed (SUNE), Advanced Microgrid to build 50Mw power storage in Cal for S Cal Ed.

FRIDAY OPEN .... Dow down 73, Naz up 30, SP down 1. WTI under $51 .... (stock #s in %) BFRE up 48. XDSL up 25. EVSI up 18 with volume. AWSL up 10. EFOI up 1, new high .... PSON down 14, new low. ASTI down 8, new low. AXAS down 3, new low. CHGT down 3, new low. FSYS down 2, new low. ENOC, POWI, LTBR, SENY down 1, new lows.

Thursday, July 16, 2015

THURSDAY CLOSE .... Market up 70/64/16. Volume a little light. New Naz high. WTI ~$51. US natgas $2.85 .... ECB funding boost for Greece. Greek banks to reopen Monday .... Puerto Rico missed debt payment .... (stock #s in %) SPIR up 81 with volume. EVSI up 33 with volume. RNWEF up 27. LYSDY up 22 with volume. BOPO up 20. SRWRF up 19. CSGH, PSON up 16. AMRS up 11 with volume, news. CCGI up 11. VSPC up 10. VWDRY up 1, new high .... BLQN down 42 with volume. PSPW down 31. ALTI, XDSL down 20. AMLM down 16. FCSMF down 11. OPTT down 10. ASTI, ENZR down 5, new lows. POWI, LTBR down 1, new lows. FSYS flat, new low.

CLIMATE CHANGE GLOBE'S TOP CONCERN OUTSIDE OF N AM, EUROPE: SURVEY .... Climate change quadruples chances for some heat waves: research .... Iraq in heat wave .... Climate change threatening fish critical to Lake Erie econ: study .... Thousands of jobs created by NE US regional emissions-cutting program .... Con Ed reported 45% drop in GHG emissions over 9 yrs .... First Solar (FSLR), utilities data says big solar farms cheaper than rooftops. (Though less independent.) .... Mexico oil block auction. Majors didn't bid. Just 2 blocks went successfully .... PA oil/gas officials broke with other regulators, dropped Frac Focus website for reporting chems in fracking .... Alabama Power to boost clean/ren powergen portfolio .... Suncor to mine oil sands with radio waves .... DOI proposed rule to protect 6K miles of US streams from coal mining .... 5 nations agreed to bar commercial fishing in central Arctic Ocean .... Utilities filed challenge to EPA coal ash disposal rule .... Calif regulators OK'd sharp limits on lawn sizes .... Lack of board diversity hurts US comps: study .... Scientists created bacon-flavored seaweed .... Natgas 31% of US powgen in April. Coal 30%. 1st-ever switchover .... 65 years before el for all in Africa .... China power use up 1.8% in June .... China EV sales up in declining overall auto sales .... Rene Sola to supply 20Mw solar for Germany project .... Vestas 26Mw supply for S Korea wind project .... New Zealand, Japan MOU for geothermal coop.

THURSDAY OPEN .... Market up 49/52/15. WTI under $52 .... (stock #s in %) EVSI up 37 with volume, news. RNWEF up 27. AMRS up 20 with volume, news. SRWRF up 19. WEST up 10. JUHL, LYSDY up 9 .... BLQN, PSPW down 31. ALTI down 20. AXPW down 15. CHGT down 13. LEDS down 10. ENZR down 6, new low. SENY down 3, new low with volume, news. ASTI down 3, new low with report. AXAS down 3, new low. POWI down 1, new low.

Wednesday, July 15, 2015

SCIENTIST PREDICTS SOLAR ACTIVITY WILL DROP OVER 1/2 IN '30-'40. Discovered fluctuating magnetic waves in 2 layers in sun. Decreasing sunspots. 97% accurate. Cycle last occurred 1645-1715. (So. We should abate our global warming reduction efforts to glide with sun activity? Or will Jesus come back first so we don't have to figure it out?) .... Warm air, rain hastening melt of Greenland icesheet: study .... '12 Russian flood was result of climate change: study .... Delays to activate residential solar in US up 68% in '14 v. '13 .... N Am led 2Q clean power project finance with $16B .... Leo Dicaprio donated $15M to enviros .... US ethanol production reached 15B gal/yr .... E85 more than $1/gal less than wholesale gasoline in Iowa .... Iran deal would still keep US out of Iran's oil/gas biz .... Poland, CZ spending $180M to protect their power grids from German power surges. On windy days power flow to east can exceed that from 4 nuke reactors. (Germany needs to build grid to acommodate new clean power.) .... July 9 Denmark wind power generated 116% of country's power need .... Con Ed developing 95Mw wind project in S Dakota .... Scatec Solar, partners to build 33Mw in Mali. World Bank help. Total cost E52M .... Yieldcos leading consolidation of Italy, Spain solar marts .... TERP to offer $300M of new bonds .... 400 comps committed to halving food waste by '25 .... Lewis Clark Natl Forest adding 8K acres .... DOE lab $12M for carbon storage research .... LA County to ban large wind turbines .... Twin Cities 2K deaths from poor air quality in '08: study .... Boston snow pile finally melted.

WEDNESDAY OPEN .... Market up 29/13/3. Volume light. WTI under $53, Brent under $58 .... China growth up .... Canada cut rates .... US wholesale prices up in June, factory production flat .... UK wage growth, unemployment up .... IMF to EU over Greece: get real .... (stock #s in %) LYSDY up 25. LSCG up 16. EFOI up 1, new high .... XDSL down 20. LEDS down 11. LEOM, PSPW down 9. ENOC, RNWEF, ENZR down 4, new lows. AIXG down 2, new low.

TUESDAY CLOSE .... Market up 76/33/9. WTI over $52, Brent over $58. US natgas $2.85 .... (stock #s in %) BFRE up 31. XDSL up 25 with volume. EVSI up 15 with volume. BLDP up 11. CCTC, CLNE, ZNNMF up 10. CABN up 9. POWR up 2, new high .... MDDD down 36. BLSP down 35 with volume. FNVRF down 28. LYSDY down 20, new low with volume. ALTI down 20. AXPW down 16. AMLM, AWSL down 13. GEVO down 11. ELON down 9, new low. SKYS down 8. AIXG down 4, new low. PSON down 3, new low. ENOC down 2, new low.

Tuesday, July 14, 2015

GLOBAL CLEAN ENERGY INVESTMENT DOWN 18% in 1H15 v. 1H14: BLOOMBERG. $53B in 2Q15 v. $54B in 1Q15. $74B in 2Q14 .... Australia extended clean/renewable investment ban to small-scale solar. CEFC already banned from wind power investment .... RGGI boosted economies of 9 participating states '12-'14. But cut hundreds of millions of revs for fossil fuel power plant operators .... Natgas now more than coal in US power gen mix .... Fed judges rejected bid to undermine Colo's clean/ren energy standard on constitutional grounds .... Puerto Rico rationing water due to drought .... Drought hitting SE FL. Driest summer so far in Miami since '45 .... Governor signed bill preventing fines for dried-out Calif lawns. (Really, they needed a bill?!) .... 5 utilities emit 25% of US power sector CO2: report .... Another nuke cyberthreat in S Korea .... MIT spiking yeast to boost ethanol production .... Hanwha Solar (HQCL) got 70Mw order from India .... Newlight Tech (Cal) makes plastic from GHGs, air .... RET Capital closed $239M finance for 102Mw wind power.

TUESDAY OPEN .... Market up 31/22/5. Volume a little light. WTI over $52, Brent under $58 .... Iran deal .... UK inflation slowed to zero .... (stock #s in %) BFRE up 29. ASTI up 11 with news. CCTC up 11. NTCXF up 7 .... MDDD down 36. BLSP down 27. AXPW down 20 after reverse split. AWSL down 12. SENY down 5, new low after reporting. AIXG down 4, new low. ENOC down 1, new low.

MONDAY CLOSE .... Market up 217/73/22. WTI ~$52, Brent ~$58. US natgas $2.87 .... US $52B June budget surplus .... (stock #s in %) FNVRF up 43. PTOS up 40. VSPC up 23. ZNNMF up 18 with volume. AMLM, MDDD, SLTD up 16. AWSL up 15. GTATQ, FCSMF up 15 with volume. OPTT up 13 with volume. OOIL up 12. ERII up 12 with news. URRE up 9. RBCN up 8. BSRC up 7. POWR up 1, new high .... ASPW down 42. BFRE down 36. WWPW down 20. SWET down 17, new low. LSCG down 17. CHGT down 10, new low. ZAAP, CCGI down 10. LMRMF down 6, new low. AIXG down 4, new low. ASTI down 3, new low with volume, news. POWI flat, new low with volume.

Monday, July 13, 2015

TOP IEA OFFICIAL CALLING FOR GLOBAL PEAK OF GHG EMISSIONS BY '20 .... Seattle's hottest June on record .... Drought insurance plan for African countries to expand .... Beetles killing millions of drought-afflicted Cal trees .... 75% of China cities aren't meeting air quality standards .... DOE to launch $20M program to link small clean energy comps with national labs .... Alaska started cleaning up debris from Japan tsunami ('11) .... DOE suspended Recovery Act funding for Cal carbon capture project at coal power plant .... US oil production peaked in April at 9.7Mb/d: EIA. Down 50Kb/d in May. Est. avg 9.5Mb/d in '15, 9.3M in '16 .... EIA est. US NG production up 4.3BCF/d in '15, up 5.7%. Est. up 1.6BCF/d in '16. NG storage 35% above this time '14, just above 5-yr avg .... Rosneft buying 49% of India refinery, plans to increase crude oil exports to Asia to 40% of total by '19 from 33% now .... Jamaica started construction on 20Mw solar plant. $61M. Will replace use of 3M gal of oil/yr .... 21Mw solar plant started ops in Japan. Toshiba panels .... Iraq oil production hit 4.1Mb/d in June. Basra heavy crude, though, in trouble of finding market .... Libya unity govt agreement brokered by UN last week. Country reportedly producing 430Kb/d now .... Sauds issued 1st sovereign bonds since '07. Also to loan Russia $10B .... Millions of Yemenis facing famine .... Visa, Master Cards to be replaced by Russian credit card in Russia .... Atlas, partners developing 80Mw solar project in Malawi .... Kuwait, Abu Dhabi funds backing $300M wind, solar expansion plans in Jordan .... Maharashtra set 21Gw clean/ren power target .... Pipeline spilled 4.2K gal crude in IL .... 54 stingrays suffocated at Chicago zoo.

MONDAY OPEN .... Dow up 196, SP up 18. Volume a little light. Naz back to 50-day lines. WTI under $53 .... Greek deal .... (stock #s in %) XDSL up 30 with news. SPIR up 27. AWSL up 15. CABN up 10. BSRC up 7. FCEL up 5. LEOM up 4, back to top. POWR up 2, new high .... MDDD down 27. BLSP down 26. SWET down 11. CCGI down 10. AIXG down 4, new low. CHGT down 2, new low.

GLOBAL CLEAN ENERGY INVESTMENT UP 17% IN '14 TO $270B. (Record $279B in '11.) .... Est. $8T (2/3 of world's investment in new power gen cap by '40) to go for clean/ren power. Est. $3.7T for solar (est. $1T through '20) .... DOE $18M for 6 projects aimed at less than $5/gal algae biofuels by '19.

Friday, July 10, 2015

HISTORY SHOWS SMALL GLOBAL TEMP RISE CAN CAUSE MASSIVE POLAR ICE MELT: scientists .... Oceans could rise 6 meters even if govts curb warming: study .... Exxon knew about global warming climate change in '80's, funded deniers .... Cal gov, US mayors to go to Vatican to talk climate change with Pope .... Clean power investment down 28% last quarter .... US Commerce Dept backs higher tariffs on China solar panels. (And I own JASO. Oy.) .... FERC removed rules that limited distributed clean power in Colorado .... UK energy customers have been overcharged 1.2B Pounds/yr: report .... Climate change causing wild bumblebees to disappear from large swaths of historical range .... Strongest El Nino on record may be brewing in Pacific .... Volcano erupted in Java .... Horizontal gas wells use most water in fracking: USGS .... BYD (BYDDF) entering Australia power storage mart .... Oman OK'd Glass Point Solar (US) to build over 1Gw concentrated solar plant .... Vestas, partner building 46Mw wind plant in Turkey .... KKR closed $3.1B energy, infrastructure fund .... US oil rig count up 5 last week. Gas rigs up 4.

FRIDAY OPEN .... Market up 140/58/20. Volume light. WTI under $53, Brent over $58 .... Possible new Greek bailout plan .... (stock #s in %) ZAAP up 22. PSON up 16. RGSE up 13 with volume, news. BYDDF up 13 with news. LEDS up 10 after reporting. XSNX, AXPW, GEVO up 10. PSPW up 9. WEST up 7. VWDRY up 6, new high. SUNE up 4 .... SWET down 11. BLSP down 9. NTCXF down 7. ASTI down 5, new low. LYSDY down 2, new low. AIXG down 1, new low.

THURSDAY CLOSE .... Market up 33/12/4. WTI over $52, Brent over $58. US natgas $2.70 .... Short sales highest since financial crisis .... (stock #s in %) ASPW up 183 with volume. BLSP up 67. NTCXF up 61 with volume, news. OOIL up 31. ALTI up 25. DPSM up 22. LEDS up 15 after reporting. CLNE up 13 with volume, news. LMRMF up 13 after new low. RVLT up 11 with news. BYDDF, CSUN up 11. HQCL up 10. JASO up 9 with volume. WPRT up 8 with news. CLNT up 5 after new low. HYSR up 4 with volume. OESX up 4 off new low. FTEK up 3 off new low. PALAF up 1 off new low .... PSPW down 21. SWET down 17 with volume. EVSI down 14 with news. LYSDY down 13, new low with volume. ENZR down 12, new low with volume. AIXG down 7, new low with volume. ENPH down 5, new low with volume. GTATQ down 4, new low. LTBR down 3, new low with volume. ASTI, POWI down 2, new lows. ENOC down 1, new low.

GROWTH OF COAL-FIRED POWER IN DEVELOPING COUNTRIES COULD MAKE MITIGATING IMPACTS OF CLIMATE CHANGE "INFEASIBLE": study published in NAS journal .... NY issuing 83 grants to create community microgrids .... Bee-killing pesticide persists in water: study .... Nitrates plaguing Iowa cities .... Alaska walrus harvests way down. Villagers blame warming .... Gazprom cancelled contractor deal for Black Sea NG pipeline project .... OPEC June production 31.28Mb/d .... Brazil ethanol consumption down to 36% of fuel mix from 54% in '08 .... India to allow bio-CNG vehicles .... Sky Solar (SKYS) got $85M loan from IADB for Uruguay projects .... Natcore (NTCXF) breakthrough solar cell structure .... Scatec Solar, Nizam to build 150Mw solar in Pakistan for ~$300M. Construction start 1Q16 .... Gamesa 60Mw order from Thailand.

Thursday, July 9, 2015

THURSDAY OPEN .... Market up 177/51/18. Volume a little light. WTI over $52, Brent over $58 .... China market rebound .... BOE keeping record low rates .... Greek markets shut until 13th .... IMF cut world growth outlook .... (stock #s in %) NTCXF up 40 with volume, news. ALTI up 25. OOIL up 24. DPSM up 22. CLNE up 17 with news. LEDS up 13 with news. ACFN up 12. SKYS up 12 with news. BYDDF, CREG, CSUN, GEVO, JASO up 11. XSNX up 10 with news. SOPW up 10. HQCL up 9 .... BLQN down 32. CCTC down 26. EVSI down 14 with news. RNWEF down 10, new low. SWET down 10. AIXG, LMRMF down 6, new lows. ENPH down 2, new low. GTATQ, ASTI down 1, new lows.

WEDNESDAY CLOSE .... Market down 261/87/34. WTI under $52, Brent over $57. US natgas $2.70 .... (stock #s in %) MDDD up 37. PSPW up 34 with volume. LTBR up 2 with volume after new low .... ALTI down 28. GEVO down 20. BSRC down 19 with volume. ENPH down 18, new low with volume. OOIL down 17. JUHL down 16 with volume. LSCG down 16. BLDP down 15, new low with volume. CBAK, SWET down 15. BOPO down 14 with volume. RGSE down 13, new low with volume. RNWEF down 13, new low. LEDS down 13. BLSP down 12, new low. BYDDF, SOPW down 11 with volume. LMRMF down 11, new low. PALAF down 10, new low with volume. SEDG down 10 with volume. OESX, AMTX down 9, new lows. EFOI down 9 with volume. HQCL down 9. ASTI down 8, new low. CABN, SLTD down 8. GTATQ, LYSDY down 5, new lows. JASO down 4, new low with volume. CLNT down 4, new low. AIXG, POWI down 2, new lows. AMSC, ENOC down 1, new lows.

Wednesday, July 8, 2015

AUSTRALIA LEADS 14 INDUSTRIALIZED COUNTRIES IN CLIMATE CHANGE DENIERS .... World could lose 6% of its coral from bleaching by next year: NOAA .... 1/2 of freshwater species in Cal at risk of extinction: study .... Greenland ice melt accelerating after slow start this summer season .... New Zealand increased emissions reductions target .... Bonds funding climate-related projects up to $600B .... EPA underestimating methane emissions from Barnett Shale: study. Small group of sites mostly responsible .... Indonesia authorities nabbed man selling eagles on Facebook .... Eni, Repsol started NG production offshore Venezuela. Largest known offshore deposit in LatAm - est. 17TCF. (Would supply US for maybe 5/8 of 1 year.) .... 88% of Canadians want to see more homegrown biofuels .... Jamaica wants to boost ethanol blend to 20% from 10% now, focus on domestic production. (Right, who needs local food?) .... ABB got contract for 4 large-scale wind projects offshore France .... Hilliard seeks rights to 650Mw solar/wind project in Andhra Pradesh India .... NRG, Ice Energy partnering on SoCal utility power storage projects.

WEDNESDAY OPEN .... NYSE TRADING HALTED ON COMPUTER PROB. Dow down 178, SP down 19. Under or at 200-day lines. WTI under $52 .... (stock #s in %) PSPW up 16 with volume. CCGI up 14 .... MDDD down 31. JUHL down 16. BLDP down 15, new low with volume. ENPH down 15, new low. AMLM down 15. LMRMF down 13, new low. SWET down 13. BLSP down 11, new low. BYDDF, RGSE down 11. CBAK, CSUN, XSNX down 10. SOPW down 9. AMTX down 7, new low. PALAF down 6, new low. GTATQ down 5, new low. CSIQ down 5. AIXG, AMSC, CLNT, POWI down 2, new lows.

TUESDAY CLOSE .... Market up 93/5/12. WTI over $52, Brent over $57. US natgas $2.70 .... (stock #s in %) AXPW up 28. ZNNMF up 16. SWET up 15. XSNX, OOIL up 14. PLUG up 14 with volume after report. LEOM, BLSP up 12. LEDS up 11. CLNE up 10. LYSDY up 5 after new low. CREE up 4 after new low. EFOI up 2, new high with volume. ENPH up 1 after new low. POWI flat after new low .... BSRC down 22 with volume. CCTC down 14. PSPW down 12. ZAAP down 11. DPSM down 10. BYDDF, CSUN down 9 with volume. JASO down 8, new low with volume. KNDI down 7, new low with volume. CLNT down 7, new low. ASTI, ENZR, NTCXF down 5 with new lows. LTBR down 4, new low. AMSC, PSON down 3, new lows. PALAF, RGSE down 2, new lows with volume. ELON down 2, new low. RBCN down 1, new low.

Tuesday, July 7, 2015

GLOBAL WARMING'S EFFECTS ON OCEANS "MORE SEVERE" THAN PREDICTED: REPORT .... White House to announce initiative to make solar power more accessible to low, middle-income folks. Sanders intro'd Senate bill .... White House also slightly reduced est. for social cost of carbon .... White House doesn't consider wood power carbon neutral .... "Robocabs" might substantially reduce GHG emissions: report .... Climate change may not create as many hybrid species as thought: study .... Jump in jellyfish blooms worldwide .... China island building on reefs damages ecosystems: experts .... Bullfrogs threatening Pacific N West .... Bangkok to run out of water in 30 days .... Um, Bangkok may run out of water in 30 days .... Court rejected NC challenge to EPA fine particle standard .... Calif mandated switch to "zero-emission" buses by '40 .... NY solar installs up 300% '11-'14 .... TERP, SUNE 930Mw wind portfolio buy from Invenergy for $2B .... $283B of natgas projects could be threatened in low-carbon economy: report .... IBM developing software to better read "smart" grids .... National Iran Gas says NG reserves up to 34TCM (more than Russia's). NG production up 5.2% in '14 to 172BCM .... Weekly US coal production down 18% on year. Mountaintop removal production way down .... India to import more Canada oil .... China helping Argentina with wind development .... Titan Wind to invest $351M in Xinjiang.

TUESDAY OPEN .... Market down 143/73/19. WTI ~$51, Brent under $56 .... No Iran deal. No Greek deal. No Puerto Rico deal .... (stock #s in %) OOIL up 13. LEDS, CCTC up 11. SENY up 10. CABN up 9. PLUG up 8 with volume after report. EFOI up 3, new high with volume .... XDSL down 25. BSRC down 20 with volume. KNDI down 16, new low. ASTI down 11, new low. BYDDF down 11. DPSM down 10. HQCL down 9. RGSE down 8, new low. RBCN down 7, new low. TSLA down 4 on downgrade. CREE, POWI down 3, new lows. AMSC down 2, new low. AIXG, ENPH, PALAF down 1, new lows.

MONDAY CLOSE .... Market down 46/17/8. WTI under $53, Brent under $57. US natgas $2.76 .... China factory orders up slightly in June .... US jets scrambled to intercept Russian bombers off Cal, Alaska July 4 .... (stock #s in %) BFRE up 20. ALTI up 18. ZAAP up 15 with volume. XDSL up 14. OPTT up 12 after reporting. DPSM, BLQN up 11. FTEK up 2 after new low. ASTI up 1 after new low .... PTOS down 37. BOPO down 30. SPIR down 20. AXPW down 19. RGSE down 16, new low with volume. OOIL down 14. SKYS, CCGI down 13. CABN, SOPW down 12. BYDDF down 11. SEDG down 9 with volume. JASO down 8 with volume. BSRC down 7 with volume. ELON down 7, new low. HQCL down 7. NTCXF down 6. CSIQ down 5. PALAF down 5, new low. CREE, BLSP down 4, new lows. KNDI down 3, new low with news. PLUG, LYSDY down 3, new lows. GTATQ, ENPH down 2, new lows. RBCN down 1, new low.

Monday, July 6, 2015

LAS VEGAS COMPLETING $817M "3RD STRAW" FROM LAKE MEAD .... Drought setting in on Baja .... Worst heat wave in Europe in 12 yrs .... Nobel laureates calling for action at Paris climate talks .... US should help capitalize state green banks: Brookings .... Fed appeals court upheld EPA Chesapeake Bay pollution cleanup plan .... White House revising social cost of carbon. Also ordered review of GMO regs .... Methane concerns raised in Capitol Hill rally .... BP's final bill for GOM spill could surpass $54B .... Ohio court dismissed last anti-fracking suit .... Washington State lawmakers nixed Clean Fuel Standard .... Nigeria rejecting imported el meters. Wants local content .... China nuke power comps linking up with EDF, AREVA .... Kenya broke ground on 310Mw wind farm. 623M Euros. 90MW online by '17. 430km 400Kv transmission line .... Large fire at Normandy nuke plant .... Talen selling clean/renewables unit for $116M .... Maxwell (MXWL) got $25M credit .... Jordan planning 7.4Gw wastewater biomass plan .... RATCH proceeding on A$100M solar plant in Australia.

MONDAY OPEN .... Dow down 29, Naz up 5, SP flat. Volume holiday light. WTI under $55, Brent under $59 .... (stock #s in %) MDDD up 26. DPSM up 22 .... PTOS down 37. SSOL down 20. MKTY down 16. XDSL down 14. PSPW, SKYS down 12. AXPW down 11. BYDDF down 10. CABN down 9. RGSE down 8, new low. ENPH down 4, new low. PLUG, GTATQ down 3, new lows. KNDI down 2, new low with news. CREE down 2, new low. ASTI down 1, new low with news.

Thursday, July 2, 2015

CHINA PLANS TO DOUBLE GLOBAL WIND, SOLAR POWERGEN CAP WITH INSTALLING equivalent of UK's national grid/yr in '20-'30. Um, China, it's '15 now. Tho, really, what is US and rest of world doing now to convert powgen? Are we doomed to global warming? Or is Jesus coming back sooner than we imagined so it doesn't matter? ISIS fulfilling biblical prophecy. Read your Bibles, pards. Pray on it. And act. Do what must be do'd.

ACTUAL SOLAR POWER PRODUCTION IN US 50% HIGHER THAN PREVIOUS ESTIMATES: SEIA. 30.4Twh in 12 months ending March '15. Solar provides over 5% of power in Cal, AZ, HI .... Ocean acidification threatening Alaska shellfish hatcheries .... Wisconsin banned microbeads .... UN official telling oil giants to stop lobbying against global climate deal .... Sub-Saharan Africa's power gen cap less than S Korea's .... Wind power transmission line project in limbo after Missouri regulators' rejection .... Fracking can produce at least 15 groundwater contaminants: study .... Gulf states reached $18.7B settlement with BP over Gulf of Mex spill .... Over 11K Teslas delivered in 2Q, up 52% .... Sun Ed (SUNE), Gamesa MOU to develop up to 1Gw wind power.

THURSDAY OPEN .... Market flat, mixed. WTI over $57, Brent over $62 .... 223K new US jobs June. May, April revised down. 432K dropped out of labor force .... US factory orders down 1% May .... (stock #s in %) BSRC up 23, new high, up 50x from 12-month bottom. PSON up 12. ELON up 11 with news. RGSE up 10 with volume. CSGH up 10. TSLA up 3 with news .... MDDD down 26. BLSP down 14 with volume. AXPW down 14. AMLM, PSPW down 12. SKYS down 8. PLUG down 5, new low. FTEK down 1, new low.

WEDNESDAY CLOSE .... Market up 138/26/14. WTI under $57. US natgas $2.77 .... Ukraine stopped buying NG from Gazprom over negotiations breakdown .... (stock #s in %) GPRC up 42. AMLM up 31. BFRE up 25. EFOI up 14 with volume. AVAV up 11 with volume, news, reporting. PSPW, SSOL up 11 with volume. CSGH up 11 .... MGLT down 48. BOPO down 33 with volume. LSCG down 18. BLDP down 17 with volume, news. RGSE down 15, new low with volume, news. MMMW, JUHL down 14. CCTC down 11. GTATQ down 9, new low with volume. SLTD, AMRS down 8. AMSC down 3, new low.

Wednesday, July 1, 2015

FLOOD OF GHG EMISSIONS CUTS PLEDGES BY COUNTRIES YESTERDAY. US, CHINA, BRAZIL AMONG THEM. (Maybe Paris soiree will be succesful. Yea?) .... Seen pics of Paris pollution lately? They want to ban diesel vehicles. (duh.) .... EU OK'd regs to curb pollution from medium-sized power plants .... Salmonella infections may increase from climate change: study .... Judge tossed Maui's GMO ban .... Major Japan automakers pledging support for hydrogen refuel stations .... Bloomberg Americas NYSE Clean Energy index of 141 comps up 32% last 2 yrs. Up 6% this year .... Brazil to attract $300B investment in new power gen by '40 .... Belize pledged 89% clean/ren power gen by '33 .... Vestas got 500Mw new turbine orders from US, Europe .... EWRL now CRQE .... Sun Ed (SUNE) started on $420M, 185Mw solar plant in Maine. (And it's a fight for solar implementation in Arizona, Florida and where else?! Oy.) .... Georgia Power rolled out state's 1st rooftop solar dealio .... Siemens to build wind turbine assembly plant in Germany. (No details.) .... Advanced Energy winding down solar inverter biz. Couldn't find buyer .... Shell can only drill 1 well in Chuchki this summer .... Petrobras cut capex 37% for next 5 yrs. Expects to produce 2.8Mb/d in '20, down from 4.2M predicted last year .... Mexico plans to build $3B undersea NG pipe from TX to Veracruz. 2.6BCF/d. By '18 .... Babcock and Wilcox split up .... Good Energy commissioned 2 more 5Mw solar farms in UK.

WEDNESDAY OPEN .... Market up 97/16/9. WTI under $58 .... Possible Greek deal .... ISIS attack on Egypt army .... (stock #s in %) GPRC up 42. CSGH up 32. SSOL up 14. EFOI up 11 with volume. AVAV up 10 with volume, news, reporting. BOPO up 10 with volume .... MGLT down 48. BLDP down 20 with volume, news. OOIL down 18, new low. JUHL down 14. AXPW down 8. GTATQ down 7, new low. RGSE down 3, new low. CREE down 2, new low.

TUESDAY CLOSE .... Market up 23/28/5 .... (stock #s in %) HYSR up 35 with volume, news. QTMM up 23 with volume. MDDD up 19. BSRC up 18 with volume, up 38x from 12-month bottom. LSCG up 17. AMRS up 16 with volume. BLSP up 11 with volume. WATT up 9 with volume. PSPW up 9. AMSC up 1 after new low .... ALTI down 28. XDSL down 25. RGSE down 16, new low with volume. SSOL down 13 with volume. SENY down 13. OOIL down 11, new low. NTCXF down 7 with volume. AOMFF down 6, new low with news. LYSDY down 6, new low. GTATQ down 4, new low. ENPH down 3, new low.