Monday, August 31, 2015

MONDAY CLOSE .... Market down 115/51/16. WTI over $48, Brent over $53. US natgas $2.67 .... Explosion reported in China chem industry zone in Shandong .... US real estate now safe haven for China investors .... ISIS fighting in Damascus .... (stock #s in %) AXPW up 140 with super volume. GTATQ up 113 with super volume, news. BLQN up 67. WWPW up 58. ALTI up 50. PSON up 39. LMRMF up 28. BSRC up 25, up 30x yoy. DPSM up 24. ABAT up 17. AMSC up 16 with volume, news. CHGT up 14. ACPW up 11 with volume, news. LYSDY up 11. EFOI flat after new high with super volume .... MDDD down 26. PSPW down 25. XDSL down 18 with super volume. FCSMF down 12, new low with volume. BOPO down 12. AETI down 9. WEST down 8 with super volume. CREG down 4, new low with reporting.

WATER AVAILABILITY IN SYRIA 1/2 THAT OF 4 YRS AGO. 5M FOLKS WITH SERIOUS SHORTAGES .... 1,004 exploration oil/gas wells drilled globally in '15 so far. Down 26% from '14 .... Eni found "super giant" NG field off Egypt .... Costs over $38/bl to find, develop, produce oil globally .... Europe oil consumption peaked in '05, now falling in sync with falling production .... EIA expects US NG production to drop later this year .... Goldman cut China growth forecast to 6.4% for '16, 6.1% for '17, 5.8% for '18 .... GT Advanced Tech (GTATQ) cutting payroll 40% .... Surging earnings forecasts for First Solar (FSLR) .... JA Solar (JASO) 70 MW order from Australia comp .... Solar shipments in Japan down 13% in 2Q yoy. 1st drop since '12 incentives .... UK shale oil field est. 11B bls. Up to 15% recoverable .... Lundin Petrol says 1st production from field off Norway before yearend. Peak production expected to be 90Kb/d, 53MCF/d. Recoverable oil est. 6-50M bls .... Rosneft LNG supply/purchase deal with Egyptian Nat Gas Holding .... Israel imported up to 3/4 of its oil from Kurd Iraq in recent months .... Brazil stock market down 22% last 12 months. Currency lost 1/3 value v. $. Expects to report 2Q GDP down 1.7%. (BRICS anyone?) .... Argentinians subsidize their oil prices, now $77/bl .... US oil rig count up 1 last week, NG count down 9: EIA .... Kurds to begin regular monthly payments to oil comps .... Total to sell $5.5B of assets this year .... Southern Power to buy 51% of 200Mw solar project in Cal from Recurrent Energy (CSIQ unit). Online by end of '16 .... Construction start on 100Mw solar project in N Carolina. Principal Solar .... NRC recommending missile defense at US nuke power plants.

MONDAY OPEN .... Market down 106/17/10. Volume light. WTI under $45, Brent under $49 .... Goldman cut China growth forecasts for next 3 yrs .... India 2Q GDP up 7% .... Europe inflation steady at .2% .... (stock #s in %) DPSM up 63. LMRMF up 28. ABAT up 17. AMSC up 15 with news. AMLM up 14. CHGT up 12. ACPW up 8. EFOI up 5, new high with volume .... XDSL down 33 with volume. BOPO down 13. FCSMF down 9, new low. LEOM down 9. XSNX down 8.

Friday, August 28, 2015

FED JUDGE BLOCKED ADMIN'S RULE DEFINING SCOPE OF CLEAN AIR ACT PROTECTIONS FROM GOING INTO EFFECT TODAY .... Calif water use down 31% in July v. July '13 .... 33 countries could face "extremely high" risk of water shortages by '40: report .... Lake Erie drowning in toxic algae .... Support building for climate risk insurance to help poorer nations .... Australia rejected tools needed to meet its GHG targets: study .... Japan ministry wants to double budget for energy savings to $2B for next FY .... UK 12M Pound grant to India to fight climate change .... Vietnam new energy efficiency targets .... USDA $211M plan to save sage grouse .... Vulture population crash across Africa .... Feds OK'd Dallas-Houston high-speed rail .... Nevada PUC extended current net-metering policies .... Sinovel Wind losses up more than double to $135M in 1H15. Sales down 76% .... Kazakhstan to host world's first nuke fuel bank to supply fuel, help prevent weapons proliferation in agreement with IAEA .... Vestas got 73Mw wind turbine order from Finland comp. 3.3Mw turbines. 2Q16 delivery .... TEPCO started up 18Mw wind farm in Japan .... Cypress Creek Renewables to invest $20M in solar projects .... Oil pipeline rupture in Gulf of Mexico.

FRIDAY OPEN .... Market down 80/3/flat. Volume normal. WTI over $43, Brent over $48 .... (stock #s in %) BLQN up 30. RGSE up 29 with volume. ENZR up 10. CLNE up 8. SCTY up 6. SUNE up 5 .... DPSM down 22, new low. LMRMF down 2, new low. XDSL down 20. LEOM down 11. PSON down 3, new low.

Thursday, August 27, 2015

NASA SCIENTISTS ISSUED MORE SEVERE SEA LEVEL RISE WARNING .... Germany, Brazil issued joint climate declaration .... Poland giving farmers $135M for losses from drought, heat .... Near 1B Monarch butterflies have vanished. Mexico haven also disappearing .... 19 US areas missed compliance deadline for '08 ozone standard .... UK proposing to end subsidies for small-scale clean power projects. Most goes for solar .... DOE adding $1B of loan guarantees for clean power .... Mideast war, other crises making air cleaner for areas involved: study .... Integrating wind, solar into grid "a solved problem": report .... US, China to share info on carbon capture/storage .... Thailand destroyed ivory stockpile .... Ocean thermal power project started offshore Hawaii .... Solyndra execs' lies linked to DOE $535M loan .... German-Iran comp to build 48Mw wind farm in Iran for $46M. Vestas, Goldwind turbines. Online in '16. Iran now has ~150Mw clean power installed. FITs 18 cents/Kwh. Goal of 5Gw clean/renewable power by '18 .... Oil industry needs $500B to repay debt, endure price slump .... US crude production unchanged last week at 9.3Mb/d: EIA .... Southern, AGL to form 2nd largest US utility .... DC regulators rejected merger of Exelon, Pepco .... BLM OK'd 485Mw, $1.13B PV solar project in Cal .... VEA co-op, Bombard El to build 15Mw solar in Nevada. Online mid-'16.

THURSDAY OPEN .... Market up 212/77/27. Volume slightly heavy. WTI over $40, Brent ~$45 .... US GDP up 3.7% in 2Q .... (stock #s in %) SKYS up 18 after reporting. EFOI up 13, new high with volume. ACFN, URRE up 11. LMRMF up 10. AMSC up 9. CSUN up 8. SUNE up 7. HQCL up 6 after reporting. TSLA up 6 with news. SPWR up 3 after reporting .... PSPW down 26. JUHL down 19. AMTX down 5, new low.

Friday, August 21, 2015

FRIDAY CLOSE .... Market down 530/171/64. Worst drop in 4 yrs. Volume extra heavy on options Friday. WTI ~$40, Brent under $46. US natgas $2.70 .... ISIS #2 leader killed in airstrike: US .... Colombia peso record low .... (stock #s in %) PRXM up 112, new high. BSRC, PRHL up 25. PSON up 23. WEST up 22 with volume. CHGT up 17. ASTI up 16 with volume. RNWEF up 12. XDSL up 11 .... ALTI down 35. WNDW down 22 with volume, news. LYSDY down 17. ZAAP down 15. LSCG down 13. CLNT down 12, new low with volume. SCTY down 12, new low with super volume, news. AMTX down 12. CERE down 11 with news. SUNE down 11, new low with super volume, news. CREG down 10 with volume. ENZR, LIME down 10. SEDG, SLTD down 8. SPWR, HQCL down 7, new lows. EFOI down 7 with volume. CSIQ down 7, new low with volume, upgrade. FCSMF down 6, new low. BLDP, QTWW down 5, new lows. PLUG down 5, new low with volume. OPWR down 4, new low. TSLA down 4 with volume, news. GPRE, ASYS, AMSC down 3, new lows. AMRC, ENPH, YLCO, RGSE down 2, new lows. PEIX, BWEN down 1, new lows.

NEW RECORD GLOBAL JULY HIGH TEMPS: US SCIENTISTS .... Several large US solar projects to offer power at or less than NG-powered power .... Geothermal power industry may need up to $73B of public finance to meet developing countries' clean power targets: report. $133B needed to drive sufficient private investment. Current public investment $7.4B. 23Gw more geothermal power globally wanted by '30. (It's expensive, but 24/7clean power.) .... Brazil power auction got 539Mw of wind power pledged at avg. $51.90/Mwh. Has to be online in '18. Bets there will be enough turbines. Total 669Mw sold in auction. Solar auction next week .... Dutch court recently ruled GHG emissions reduction a state obligation (for people, planet) .... Heritage Foundation calling for US selling off SPR (Right. At low price. What's their dealio?) .... Central Am, Caribbean sounding alarm over drought .... Study linked neonicotinoid use to bee deaths in England, Wales .... Audi to launch electric SUV. Production start in '18 .... China Sunergy (CSUN) got 260Mw order from China Power Investment Corp .... Rosneft drilling volume up 27% this year. Over 800 new wells drilled .... Siemens, Mainstream sold wind development area offshore England to Dong. Potential 4Gw .... UK regulators OK'd MacQuarie, 3i license for $422M offshore wind power transmission link in Irish Sea .... Agrivent got $150M to finish UK waste-to-power plants. 2 3Mw plants. (Extremely expensive for 6Mw. Something wrong there.) .... Metronic formed JV for 100Mw solar project .... UK to dodge EU fines over clean/renewable incentives cuts .... S Korea comp plans 130Mw Vietnam solar plant.

FRIDAY OPEN .... Market down 227/72/24. Naz under 200-day lines. Volume options Friday heavy. WTI under $41 .... China manufacturing lower. German manufacturing higher .... (stock #s in %) PRXM up 50. XDSL up 33. LMRMF up 24. CHGT up 18. RNWEF up 12 .... WNDW down 19 more on heavy volume (lower earlier). BSRC down 17. LSCG, ZAAP down 15. ENZR, BLSP down 10. PLUG down 9, new low. SCTY down 8, new low. SLTD down 8. SUNE down 7, new low. HQCL down 4, new low. QTWW down 3, new low. CSIQ, SPWR, RGSE down 2, new lows. AMRC, AVAV, GPRE, OPWR, YLCO down 1, new lows.

Thursday, August 20, 2015

THURSDAY CLOSE .... Market down 358/141/43. WTI ~$41. US natgas $2.80 .... Tsipras quit, calling election .... Ruble down 13% v. $ in last month .... (stock #s in %) ALTI up 33. DSTI up 28 on 2 shares. PSPW up 27 on volume. LSCG up 18. GPHBF up 15 after report. XDSL up 12 with news. ZAAP up 12. NFEC up 10. ABAT up 9. EFOI up 2 with super volume .... BLQN down 48. WNDW down 22 with super volume, news. (That flight up over.) ASTI down 21, new low with volume. CSGH down 18. FCSMF down 15, new low. BLSP down 15. RGSE down 12, new low. OOIL down 12. EVSI down 11 with news. CBAK, BSRC down 11. SUNE down 10 with volume. ZNNMF down 10. QTWW down 9, new low with volume. ENPH down 9, new low. ABGB down 9, new low with volume. HQCL down 8, new low. PLUG down 7, new low. CSIQ down 7, new low with volume. SKYS down 7. CREE down 6. PEIX down 6, new low. TSLA down 5. AMSC, ASYS, BWEN down 4, new lows. AVAV, POWI down 3, new lows.

GLOBAL WARMING CLIMATE CHANGE CAUSING UP TO 27% OF CAL DROUGHT: RESEARCH .... China's CO2 emissions may have been overstated by more than 10%. Using coal with low carbon, inefficient burning .... Duke Energy prez calling for long-term US PTC policy .... Indonesia formalized $7.6B of clean/renewable power deals .... Plague infected another Yosemite camper .... Poaching decimating Tanzania elephants .... Sun Edison (SUNE) broke ground on 156Mw solar project in Colo, closed $253M finance .... If oil prices stay low next 3 yrs oil industry, countries it finances will be out over $4T .... 2.6M bls US crude inventory increase in latest report .... Siemens got 100Mw turbine order for $182M Australia wind project .... Solar Reserve secured Chile EIA for 260Mw solar plant .... Duke issued RFP for 53Mw solar .... GE signed 30Mw batt power storage deal .... Jinko Solar net profit down 44%.

THURSDAY OPEN .... Market down 209/88/24. WTI ~$41 .... Kazakhstan currency plunged 23% .... 3rd Vietnam devaluation this year .... (stock #s in %) LSCG up 18. GPHBF up 16. SENY up 15. WEST up 9. EFOI up 6 with volume, news. WNDW up 2, new high with volume .... BLQN down 48. BLSP down 20. CSGH down 13. ASTI down 10, new low. ZNNMF down 10. XSNX, CERE down 9. ENPH, QTWW down 8, new lows. ABGB down 6, new low with news. PLUG, RGSE down 5, new lows. AVAV down 2, new low with news.

Wednesday, August 19, 2015

WEDNESDAY CLOSE .... Market down 162/40/17. WTI under $41. US natgas $2.75 .... (stock #s in %) PTOS up 48 with volume. BFRE up 28. VSPC up 19. CCTC up 17. ZNNMF up 13. WNDW up 12, new high with super volume, news. FCSMF up 11 with volume. EFOI up 9 with volume .... XDSL, PRHL down 20. WEST down 19 with super volume. LMRMF down 18. CSIQ down 18 with volume after reporting. CERE down 18. NFEC down 16. ABAT, BSRC down 14. AWSL down 11 with volume. RGSE down 11, new low. ACFN, BOPO down 10. SUNE down 7 with volume. ABGB down 7, new low with volume. QTWW down 6, new low. AMSC down 4, new low. JASO down 4. PLUG down 3, new low. ASTI down 2, new low with volume.

US WIND POWER SELLING AT RECORD LOW 2.5 CENTS/KWH. National avg ~11 cents. Wind was 7 cents in '09. Total US wind cap now 66Gw. Meets near 5% of powergen demand .... US natgas gathering, processing sites lose 100BCF/yr, far more than fed ests: study .... India to hold bidding for 750Mw of solar power this week. Awards in 3 months .... El Salvador to launch 150Mw clean power tender later this year .... Morocco to tender 75Mw of PV solar .... MacArthur Foundation $50M pledge for green work .... Philippines' Catholics campaigning against coal power .... Record low of Poland's Vistula River .... 1.5M tons/yr of arsenic infused into US soil with pesticides, poultry fertilizers. Rice soaks up 20X more than other grains. Brown rice 80% more than refined rice. (Watch what you eat, kids.) .... World eating more fish. Shortages coming .... 7M acres in US west burnt so far this year. (Army called in, in case you missed it.) .... Colombia peso down 21% this year v. $. Chile peso down 12%. Mexico peso down 10% .... Oklahoma already has had more earthquakes this year than last year's 585. (Fracking.) .... AZ regulators called "time out" on solar fee war .... Sun Ed (SUNE) finished 6Mw plant in Florida .... U of Conn researchers built hydrogel "antenna" to pick up blue range of light spectrum for solar cells. Could double cell efficiency. Other uses for the discovery. Company formation being explored .... Tepco, Mitsubishi, others partnering on building over 1Gw coal power plants at Fukushima. Integrated coal gasification combined cycle tech .... Yingli de-listed from NYSE.

WEDNESDAY OPEN .... Market down 193/34/16. WTI ~$42 .... Germany OK'd Greek bailout .... China market drop again .... (stock #s in %) PTOS up 48 with volume. EFOI up 11 with volume. WNDW up 10, new high with volume, news. GEVO up 8 .... ALTI down 35. CSIQ down 18 with volume after reporting. AWSL, CERE down 13. WEST down 10. ABGB down 9, new low with volume. NFEC, SEDG down 9. RGSE down 6, new low. SUNE down 4 with news. QTWW down 3, new low. AMSC, ENPH down 1, new lows.

Tuesday, August 18, 2015

TUESDAY CLOSE .... Market down 33/32/5. WTI over $42. US natgas $2.71 .... ECB cut funds for Greek banks .... Assad forces retook villages near stronghold .... (stock #s in %) BLQN up 66. BLSP up 39. LMRMF up 34. OOIL up 33 with volume, news. BSRC up 16. PSPW, WEST up 14. NTCXF up 13 with volume, news. ENZR up 11. EVSI up 10. WNDW up 8 with volume, news. KNDI up 8 .... PTOS down 33, new low. AMLM down 31 with volume, back on bottom. LSCG down 20. ALTI down 19. PSON down 15. ENPH down 10, new low. FCSMF down 10, back on bottom. LEOM down 9 with news. CHGT down 9. ASTI down 8 with volume, on bottom. BFRE down 7 with volume. EFOI, XSNX down 6. AXPW down 6, new low. ABGB down 5, new low with volume, news. RGSE down 5, new low. AMSC down 3, new low. SUNE down 1 with super volume.

LACK OF ACTION ON GLOBAL WARMING CLIMATE CHANGE COULD COST WORLD UP TO $44T: CITI BANK EXEC .... 2*C temp rise target "too little, too late" to protect corals, marine life: marine scientist .... Miami dredging hurt more coral than NOAA expected .... Oceans absorb 22M tons CO2/day .... Oyster farmers joining with scientists to fight ocean acidification .... Global warming ended cooling trend in oceans from volcanic eruptions from 800-1800 A.D.: study .... Possible volcano eruption threatens over 300K Ecuadorans .... Muslim leaders calling for global phaseout of GHG emissions by '50 .... EPA wants to cut methane emissions 40-45% by '25 .... Glaciers in Asia's Tian Shan mountains have lost over 1/4 of their total mass in last 50 yrs .... Cal drought may be killing Giant Sequoias .... Meat eaters #1 cause of worldwide species extinction: study .... Grime releases smog when sunlight hits: study .... Google "Project Sunroof" scans rooftops for solar potential. VIvent Solar (VSLR) teaming .... Liechtenstein 1st in world in cumulative per-capita solar PV capacity with 481w. Germany 473. Italy 303. US 13th with 62. Denmark leads wind category with 852w. Sweden 557. Spain 495. US at 207 .... India airport 1st in world to be 100% solar powered .... Power Africa (US) $75M cred guarantee for sub-Sahara clean power projects .... Uzbekistan OK'd new energy efficiency commission .... Oil/gas majors need to cut capex $26B more to meet dividend payments .... New record high temp for superconductivity at Max Planck. Minus 94*F. ~34* warmer than coldest temps in Antarctica. But at extreme pressure .... US OK'd Shell Arctic drilling off Alaska .... Algeria calling for non-OPEC oil production cut .... China's 2nd-largest automaker EV deal with Saab buyer .... Uganda $95M deal with KFW Development Bank (Gm), French Development Agency to build 44.7Mw hydropower dam. Also 788Mw hydropower in development on Nile .... Hawaii regulators shelved proposed Sun Ed (SUNE) project on Oahu .... Bakken at avg. 116 bls/day/well. June production up 10.9Kb/d to 1.15M .... 2 China comps JV to build $265M, 200Mw wind project in Shanxi. 3 phase buildout .... Capital Stage bought 14Mw solar park in Germany from GP Joules for $18.8M. 8Mw plant already online for years, 6Mw online this yr .... Another 1Gw nuke powergen going online in China .... Comp plans $43M wind farm in Kenya .... Sun Edison (SUNE) share offering priced at $626M .... Cal Energy to invest over $1B in geothermal power improvements .... Propel Fuel biodiesel sales up 3x in Cal.

TUESDAY OPEN .... Market down 7/11/1. WTI under $42 .... US July housing starts near 8-yr high, permits down .... UK inflation up .... (stock #s in %) BLQN up 66. BFRE up 31. RBCN up 13. NTCXF up 10 with volume, news. LEDS up 10. ELON up 8 .... PTOS down 33, new low. ALTI down 21. XDSL down 20 with news. XSNX down 18. CHGT down 15 with news. LSCG, PSON, SENY down 15. AXPW down 10, new low. ZAAP down 10. ASTI down 5, new low. AMSC down 2, new low. ABGB down 2 with news.

Monday, August 17, 2015

MONDAY CLOSE .... Market up 67/43/10. WTI under $42. US natgas $2.73 .... Syria airstrikes on Damascus citizens condemned by UN .... Assad ouster "unacceptable" as Syria peace condition: Russia .... US, Germany to pull Patriot missiles out of Turkey .... 300 US rabbis support Iran nuke deal .... (stock #s in %) LYSDY up 22 with volume. SENY up 22. AMLM up 16. BLSP up 9. XSNX up 7. TSLA up 4 with volume, upgrade. JASO up 4. SUNE up 3 with volume, news .... JUHL down 26. BLQN down 22 with volume. ASTI down 20, new low with volume. BOPO, BSRC, PSPW down 15. EFOI down 14 with volume. OOIL down 14. EVSI down 11 with volume. WEST down 11. SPIR, AMTX down 10. ABGB down 2, new low with volume, news.

ISLAMIC LEADERS AROUND WORLD TO CALL ON MUSLIMS TO EMBRACE CLIMATE CHANGE ACTION AS PART OF RELIGIOUS DUTY .... New analysis says Iran has 50-52M bls in floating storage ready for sale with sanctions lift .... ISIS has taken control of Sirte, suppressed local uprising against them in Libya. Tripoli asking for EU intervention .... EPA proposing stricter landfill methane regs .... Strong winds driving erosion on Greenland ice sheet .... NREL working on turning CO2 emissions into plastic using algae .... White House OK'd oil exports to Mexico in trade for Mex heavy crude. (Refinery dealio.) .... Ohio Sec of State tossed out anti-fracking elections in 3 counties .... N Dakota shale oil production up in June to ~1.2Mb/d. Wellhead prices down to $28/bl. 848 wells await fracking .... Sun Ed (SUNE) teaming with Dominion on Utah project .... N Sea oil output to increase to ~3Mb/d this yr. 1st consecutive annual gains in 15 yrs .... Brits to fast-track permit process for fracking .... US added 1 of Gazprom's biggest NG fields to sanctions list. Shell affected .... Kenya, Uganda OK'd route for $4.6B oil pipeline to Indian Ocean. Uganda finds est. 6.5B bls .... Canada tar sands oil going for near $20/bl .... Panama canal will lower vessel drafts allowed due to drought. Will affect ~20% of traffic .... US Navy to buy power from 150Mw Sempra solar plant in AZ for 14 bases in Cal. Plant online in '16 .... Eco Wave Power (Israel) got $150M loan toward 111Mw of wave power projects. Currently installing 5Mw off Gibraltar .... Vattenfall scrapped another UK wind power project .... Wind Prospect got 50Mw Kazakh project .... TERP Global (GLBL) issued $810M green bond. 9.75%, 7-yr .... Solar City (SCTY) offering $123M solar asset-backed securities (ABS). 4.18-5.58%, 7-yr .... Hannon Armstrong (HASI) to issue $125M, 25-yr ABS .... Unused/abandoned oil/gas wells threaten habitat, drinking water. FWS lacks legal muscle, funds to address .... Judge rebuffed latest challenge to Cal fuel standards .... Yosemite closed 2nd campground on plague worries .... Railroads can't hide info about crude shipments: judge .... Early, brief Cal wine harvest in drought .... Native nation deal with Puget Sound coal terminal interest .... India has Mars orbiter. Wonders never cease. Now they just need to get el to homes .... LatAm bikini football season kicked off. (Add comments here.)

MONDAY OPEN .... Dow down 23, Naz up 1, SP down 1. Volume light. WTI ~$42, Brent ~$49 .... Weekend Syria ceasefire quickly broke down .... NY manufacturing down most since '09 .... India rupee near 2-yr low with exports slump .... (stock #s in %) VSPC up 11. XSNX up 7. TSLA up 3 with upgrade .... LSCG down 25. BLQN down 22. ASTI down 20, new low with volume. AMLM, PRHL down 20. EFOI down 18 with volume. PSON down 15. OOIL down 14. EVSI down 13. AMTX down 11.

Sunday, August 16, 2015

THOUGHTS WITH GIN .... What if Trump got a hair makeover? And, OK, let's DO elect a billionaire and see what a billionaire can do as POTUS. Just for kicks. How about Bill Gates for Vice President? Or vicey versey. Warren Buffet Secretary of State. Elon Musk head of DOE. Zuckerburg heading up intel. Or the guys heading up Apple, Microsoft or Intel. Let's make America great again. What American doesn't like that? .... Switching gears. 68% wouldn't re-elect Obama. That's constitutional amendment territory. Why is he so disliked? The Republican black neurosurgeon Carson is coming up in polls. So it's not because Obama's black. OK, it's his personality or policies. Or both. Or combo with Republican desparagement. Who likes Affordable Care Act? Who likes our troops pulled out of the war? Who likes the new EPA Clean Power Plan? Who likes the Iran nuke deal? And o so many Obama decisions .... New gear. Hottest July globally on record: NASA. Anecdotal global warming keeps sticking its hot head up out of the proverbial sand. Just look at air pollution in China. Killer heat waves all over our globe this summer. Oceans filling up with CO2, acid, heat, trash, Fukushima plutonium. How do we want our environment? Is it about willing to live with what kills us? Or making an atmosphere, earth, oceans that takes us back only hundreds of years .... Thoughts. Ruminations. Things of gossamer .... Next number gear. 3 weeks from now I won't even be thinking at this time on Sunday. I will be watching pro football on TV. TV. There are people who don't even watch TV. There are people who draw water from toxic ponds trying to survive. People who are dodging bullets and insane terror to stay alive. People trying just to feed their children and themselves .... Our world, folks, pards, is nowhere close to what we want it to be. My prob is all I do is write about it. I, uh, repotted my plants lately into bigger pots. I, uh, keep writing about clean power and environment and politics and such. But I sure want to do more. And I'm 68. I'm sure you guys feel a lot the same .... Last gear. They say God at anytime can do the rapture. All believers moved up to Heaven. And then the Tribulation starts. There are other thoughts on the end. The antichrist shows up looking like Jesus back in Jerusalem. World war is averted. Then 3 witnesses are slain in the street in Jerusalem and 3 days later rise and then Jesus comes and we are all translated into spirits. Well. We will find out. If we don't die first .... And so go thoughts on gin. Early Sunday aft. After the ides of August '15. Happy trails, pards. Onward and upward.

Friday, August 14, 2015

FRIDAY CLOSE .... Market up 69/14/8. WTI over $42, Brent ~$49. US natgas $2.79 .... Yuan up .... USAF sending A-10s to Europe .... Eurozone OK'd Greek deal .... (stock #s in %) EFOI up 40, new high with volume. PSPW up 40 with volume. AMLM up 32. PSON up 29. AMTX up 17. PRHL up 13. SPIR up 11. FCSMF up 10. ALTI up 9. GTATQ up 8 with volume .... DSTI down 40. BFRE down 22. ZNNMF down 15. CLNT down 12, new low with volume. CABN, CERE down 10. LSCG down 9. SUNE down 5 with volume. ABGB down 1, new low with volume. AMSC flat, new low.

DISTRIBUTED SOLAR PV PRICES FELL SHARPLY FOR 5TH STRAIGHT YEAR: DOE .... China air pollution killing 4K people/d .... Over 60 dead from Egypt heat wave .... Puerto Rico calling on DOD for drought aid .... Soaring temps prompting calls for "heat days" at Hawaii schools .... Over 1K dead from heat waves in India, Pakistan in last few months .... Olympic Natl Park rainforest caught fire for 1st time in living memory .... Farmers cutting phosporous discharges into Everglades. But not enough .... Major shocks to global food production to be 3X more likely within 25 yrs from global warming climate change: report .... Some states fighting Clean Power Plan still on track to meet targets: report .... Indonesia scientists urging their nation to protect mangroves to mitigate climate change .... LA villages sinking with Gulf of Mex eating away at land .... Chile to release "ambitious" climate targets in Oct .... President of Kiribati pushing for end to all new coal mines .... Court ruled 2 WV coal mines degraded waterways .... Japan enviro minister won't back another coal plant .... EPA halted all mine cleanup work after Animas spill .... Liver disease threatening frogs worldwide .... Puget Sound cities asking for voluntary 10% water cuts .... Cal regulators ordered US' strictest shower head standard .... Mercury emissions in Asia more than previously thought: study .... Indonesia seized ship hauling slave-caught fish .... 15 states requesting emergency stay of EPA Clean Power Plan at right-wing court .... Nevada regulators turned down bid to continue existing net-metering policy for solar .... New quakes near Okla City. Presumed from fracking .... Cable TV comps cut 3M tons of carbon emissions in '14 .... "Overshoot Day" - day each year when human demands on Earth outstrip planet's ability to regenerate - 6 days earlier this year than '14. We now consume 1.6 Earths/yr .... India preventing Greenpeacers from leaving country, freezing their funds .... Tesla (TSLA) upped stock sale to $650M at $242/sh .... Exxon $40B oil/gas discovery in Guyana rankling Venezuela .... Now appears many of new Russia natgas projects won't be completed/pursued .... 6Mw solar plant turned on in Honduras .... Capital Stage (Germany) buying 14Mw solar (2 farms) for $19M .... Brazil OK'd 97Mw solar/wind project.

FRIDAY OPEN .... Market flat/mixed. WTI over $42 .... US factory output up in July on autos .... (stock #s in %) AMLM up 32. PSPW up 17. EFOI up 16, new high with volume. WEST up 12. CCGI, VSPC up 10. RGSE up 8. SPWR up 2 after reporting .... DSTI down 40. LSCG down 22. ACFN down 13. BFRE down 12 after reporting. CLNT down 10, new low with volume.

THURSDAY CLOSE .... Market flat/mixed. WTI under $43. US natgas $2.81 .... Yuan down 4% this week, worst over .... ECB, BOJ warn more QE may be response to Yuan deval .... 1st US airstrikes v. ISIS from Turkey .... (stock #s in %) PTOS up 75. ALTI up 65. DSTI up 28. BFRE up 22 with volume. CHGT up 17. GPHBF up 10 with volume. MKTY up 9. NTCXF up 8. WNDW up 7 with volume. SUNE up 5 with super volume .... ENZR down 22, new low with volume. WEST down 16 with super volume. LMRMF down 13. VSPC down 11. GTATQ down 10, new low with volume. LSCG down 10. SEDG down 10 with super volume. AXPW, GEVO, QTWW down 9. ELON down 7 with volume. AMSC down 2, new low.

Wednesday, August 12, 2015

WEDNESDAY CLOSE .... Market swung back to flat/mixed. WTI over $45. US natgas $2.91 .... Swiss 1st to lift Iran sanctions .... Libya leader quitting .... El Nino (worst in 30 yrs) pounding S Am .... ISIS released 22 Assyrian Christians .... Kim J. Un executed his vice premier for discontent .... World 7.3B population to reach 9.7B by '50. (If Jesus doesn't return before.) .... (stock #s in %) CERE up 116 with super volume with patent news. JUHL up 66 on 100 shs. VSPC up 66. BFRE up 28. BOPO up 16. EVSI up 15 with volume. FTEK, OPWR up 12 with volume. WEST up 10. ZNNMF up 10 with volume. CAFD up 9 with upgrade. PANL up 8. SEDG up 8 with volume, up after close after reporting. TERP up 8 with super volume, news. SUNE up 6 off new low with super volume, news. GTATQ up 6 after new low. CREE up 5 with super volume. SCTY up 4 with volume. QTWW up 2 off new low with volume. HYGS, KNDI flat after new lows .... ALTI down 43 on 200 shs. LSCG down 29. BLQN down 20 with volume. RNWEF down 13, new low. GPHBF down 12, new low. ABGB down 10, new low with volume. SKYS down 9. ASTI down 8. ABAT down 2, new low. ENPH down 1, new low.

NASA LAUNCHED OPERATION "OMG". 5-YR, $30M STUDY. To find out if Greenland, Antarctica glaciers will melt 10x faster than previously thought, raising oceans 10ft over 50 yrs. Greenland coated with 700K square miles of ice. If all melted, seas would rise 18 ft. In '07, Greenland lost 2x of ice in Alps .... 17 states suing EPA over how to address excess pollution from plant startups, shutdowns, industrial equipment malfuncs .... Alaska's wildfire season 2nd worst on record .... Reporting your comp's carbon footprint can save $1.5M/yr: Oxford U study .... FEMA projects often ignore global warming .... NYC carcinogen ban on pesticides frequently bypassed .... High water temps in Cape Cod Bay forced power cut at Pilgrim nuke plant .... Bakken production projected to be 1.15Mb/d in Sept. Down from over 1.25M Dec peak .... Eagle Ford production projected at under 1.5Mb/d in Sept from 1.7M March peak .... Niobrara to be 400Kb/d v. 475K March peak .... Total US shale production projected just over 5Mb/d in Sept from over 5.4M April peak .... OPEC production up 437Kb/d from April to June .... Finland nuke power plant project set to proceed with new finance .... All power customers on Saipan without grid power after typhoon .... GE to supply turbines for Brit Columbia's largest wind farm .... LG to supply 135Mw of solar panels to Borrego Solar .... Solar 3D (SLTD) buying Elite Solar .... Constellation, Bloom to develop 40Mw of fuel cell projects .... Sun Link, Blattner partnering on 148Mw US solar power portfolio.

WEDNESDAY OPEN .... Market down 254/76/26. Volume slightly heavy. WTI over $43, Brent over $49 .... Yuan extending slide ..... Currency rout going global .... Russia crackdown on banks .... (stock #s in %) CERE up 184 with volume, patent news. JUHL up 66 on 100 shs. BFRE up 28. BBLU, SWET up 10. OPWR up 9. ELON up 8. SLTD up 6 with news. WNDW up 6 .... LMRMF down 31. LSCG down 26. MDDD down 18. GPHBF down 12, new low. ASTI down 9 with news. HQCL down 9 after reporting with news. ENPH down 9, new low. QTWW, ABGB down 8, new lows. SKYS down 7. TERP down 6 with news. KNDI down 4, new low. SUNE down 4, new low with volume, news. SCTY down 3, back to bottom. ABAT down 2, new low. AMSC down 1, new low.

Tuesday, August 11, 2015

TUESDAY CLOSE .... Market down 212/65/20. WTI under $44. US natgas $2.81 .... Moody's cut Brazil rates .... OPEC oil supply at 3-yr high .... 96M "shade balls" rolled into LA reservoirs .... Perry stopped paying campaign staff .... Trump still tops Republican poll .... No evidence Glass-Steagall repeal led to '00 (or '08?) crises: Bill Clinton .... Saud forces gaining in Yemen .... (stock #s in %) LSCG up 53 with volume, news. CHGT up 28 after new low. LMRMF up 27 with volume off new low. RBCN up 18 after new low. ALTI up 15. MDDD up 14. FTEK up 10. JASO flat with volume after reporting .... MGLT down 46, new low. PTOS down 42, new low with volume. BOPO down 40. BFRE down 25. AMLM down 24 with volume. DSTI down 23. GTATQ down 20, new low with volume. RGSE down 20 with volume. SUNE down 14 with volume. (How fast fallen. Should be kick back?) ELON down 12 with volume. LYTS down 11 with volume after reporting. HYGS down 8, new low with volume. ABGB down 6, new low with news. AMSC down 5, new low. (Who needs superconductivity?). ABAT down 5, new low. QTWW down 4, new low. ENZR down 3, new low. PEGI down 2, new low. CREE down 2 with volume after reporting. EMKR down 1 after new high.

AUSTRALIA PLEDGED TO CUT GHG EMISSIONS 26-28% .... Iran will get $60B initially with drop of sanctions. Most held in India, Asia: McCaskill .... Human-caused climate change an unproven theory: Kasich .... 6 species of butterflies in Britain will face local extinction by '50 from global warming climate change .... Monsoon rains displacing over 1M folks in S Asia .... Puget Sound hit with high water temps from high temp "blob" offshore .... Pope agonizing over Argentina deforestation .... US wind power prices hit record low: DOE .... US rowers got sick from Brazil Olympic water .... Oil comps likely to cut investment 5-15% more in '16. 21% cut in '15 so far .... US diesel futures down 16% in July. Stockpiles at 4-yr highs. Demand down 3.7% .... Solar connection delays cost Calif PV owners $4.7M in 4 yrs: study .... Total world rig count (oil and gas) up 31 in July to 2,167. Down 40% on year. US rig count up 5 in July, down 54% on year .... Daiwa unit completed 1Mw floating solar plant on reservoir in Osaka Japan. Jinko panels. $4M .... 2 comps to build 25Mw solar in Turkey .... BioPower to build $175M waste-to-fuel plant .... Kandi (KNDI) JV got $60M subsidy from China.

GERMANY SHOULD BE PAYING REPARATIONS TO DESTITUTE HOLOCAUST SURVIVORS IMMEDIATELY. Then the rest of the survivors.

TUESDAY OPEN .... Market down 157/28/14. WTI under $44 .... China devalued yuan 2% .... Greece debt deal .... US productivity up .... (stock #s in %) FTEK up 10. JASO up 2 after reporting. RBCN up 2 after new low. SENY up 1 after new low .... RGSE down 21. GTATQ down 15, new low. BLSP down 14, new low. LMRMF down 12, new low. HYGS down 6, new low with volume after reporting. CHGT down 6, new low. AMSC down 4, new low. QTWW down 2, new low.

Monday, August 10, 2015

MONDAY CLOSE .... Market up 241/58/26. WTI over $44. US natgas $2.84 .... Russia GDP down 4.6% .... China turning against N Korea .... Al qaeda in Syria withdrawing from frontline areas against ISIS near Turkey .... (stock #s in %) BOPO up 39, new high with volume. FCEL up 28 with volume, news. DSTI up 25. BFRE up 20. WNDW up 11 with volume. BLSP up 10. ASTI up 7 with volume. GPRE up 5 after new low. SUNE up 4 with volume. CAFD up 4 after new low. EMKR up 2, new high .... CSGH down 33. JUHL down 30 with volume. ALTI down 22. LMRMF down 21 with news. PTOS down 13. BSRC down 12. RGSE down 10 after reporting. ENZR down 6, new low. RBCN down 6, new low with volume. AMSC down 2, new low. EFOI down 1 with volume after new high. QTWW down 1, new low.

EPA SPILL IN ANIMAS RIVER 3X LARGER THAN 1ST THOUGHT .... Global climate change industry $1.5T/yr: Climate Change Biz Journal .... Rivers may slow CO2 release from Arctic permafrost: study .... 1st nuke reactor to restart in Japan .... IKEA to sell only LED bulbs .... Scotland to ban GMO crops .... Wisc utility wants state to block 2 new NG power plants .... Ruble down 14% since end of June. Russia defense dept running short of spare parts made in Ukraine, now embargoed .... Siebel Energy Institute to fund projects to create new computer algorithms, machine learning techs to improve power infra.

MONDAY OPEN .... Market up 183/41/20. Naz back above 50-day lines. WTI over $44 .... (stock #s in %) BLSP up 19. FCEL up 16 with news. ASTI up 15. BOPO up 14. JUHL up 13. CABN up 11. BFRE up 10. ABAT, OOIL up 9. EMKR up 1, new high .... DSTI down 16 with volume. BSRC, XSNX down 12. CHGT down 11, new low with news. FCSMF down 10 with volume. KNDI down 9 after reporting. ENZR down 8, new low. GTATQ down 5, new low. RBCN down 4, new low. CAFD down 2, new low.

Friday, August 7, 2015

CO2 REMOVAL FROM ATMOS CAN'T SAVE OUR OCEANS WITH BUSINESS AS USUAL: STUDY .... 1.6Gw wind power installed in US in 2Q. 13.6Gw in construction .... Caribbean's largest oil/gas producer promising to slash GHG emissions .... Water crisis in Egypt. UN says Egyptians will face "absolute water scarcity" by '25. (What? Another plague for making Hebrews slaves? Man. That was long time ago.) .... USDA $63M for 264 clean/ren energy, energy efficiency projects .... Solar farms could make fertile habitats for bees, butterflies (pollinators) .... Child contracted plague in Yosemite .... White Sands rangers found 2 dead French hikers. Rescued boy .... Turtles braving Alaska winters .... DOE $7M to lower cost of wave energy .... Pollution, pesticides may cause more early-onset dementia. (That's a reason I got out of crop dusting. 1.) .... Euro retailers yanking "Roundup" from shelves .... 60K manufacturing jobs brought back to US in '14. (Low NG costs.) .... France launched testing process for floating offshore wind projects .... Mississippi Power in "financial crisis" over coal gasification project. (Pollution worse than regular coal plant, I'm informed.) .... Pattern Development finished $205M finance deal for 122Mw solar project in Chile. (PEGI? Ah ... Peggy. But I digreshed.) .... Kurds exported ~500Kb/d through Turkey in July despite 4-day pipeline outage from sabotage .... KRG in Iraq, Turk military intel have supported (do they still?) secret ISIS oil smuggling ops, arms supply: Kurd, Iraq, Turk officials. US, UK have turned blind eyes. (Do they still?) .... US now an "oligarchy" with unlimited political bribery: James Earl Carter. (By God and Greyhound, James Earl is still alive! And still telling truth!) .... Arise selling 33Mw wind project in Sweden to Allianz Capital. Vestas 3.3Mw turbines. Online by '17 .... Tesla (TSLA) made fewer vehicles than expected for 2Q. Diversion for intro of X .... Hackers infiltrated Tesla S model. But TSLA has wireless edge.

FRIDAY OPEN .... Market down 120/23/8. WTI under $45 .... 215K new jobs July. 2.4M more needed .... (stock #s in %) BFRE up 34. ELON up 14 with volume. LEOM up 14, back to top. AXPW up 8 .... JUHL down 18. LMRMF, ENOC down 15. NFEC down 14. GPHBF down 12, new low with volume. SLTD down 12 after reporting. RBCN down 11, new low with volume. XSNX down 11. PSON down 10. ASYS down 9 with volume. ENZR down 8, new low. ABGB down 6 with volume. CAFD down 5, new low. SCTY down 4. SUNE down 3 with volume, news.

Thursday, August 6, 2015

THURSDAY CLOSE .... Market down 120/83/16. WTI under $45. US natgas $2.83 .... ISIS seized town in central Syria .... Sauds sending military equipment into Yemen .... US, Russia agreement to control Syria chem weapons .... (stock #s in %) CSGH up 57. PSPW up 29. ENOC up 25 after reporting. Revs to triple. AWSL up 25 with news. MGLT up 23 with volume. SSNI up 15 with volume. MDDD up 14. ACFN, AXPW, XSNX, ZNNMF up 11. LEOM up 10 with volume, news. ABGB up 8 with volume. EFOI up 4, new high. EMKR up 2, new high .... JUHL down 26. SUNE down 25 with volume after reporting. Reality of EPS projections? BFRE down 18. CHGT down 15, new low. AMLM down 15. PLUG down 14. LYSDY down 12. TERP down 11 after reporting. CLNE down 11. AMTX down 10, new low. CAFD, SEDG down 10. RVLT down 9 after reporting. TSLA down 8 after reporting. SCTY down 8. CLNT down 8, new low on 52 shares. WNDW down 6 with volume. FSYS down 5, new low. FCEL, GTATQ down 3, new lows. BLSP, PSON down 1, new lows.

16 US STATES ASKING ADMIN TO PUT CLEAN POWER PLAN ON HOLD .... US power plant CO2 emissions at 27-yr low: DOE .... Enviro restoration industry provides 220K jobs. More than mining, logging, steel production .... Record high temps, low snowmelt affecting salmon in N west US fresh waters .... Small, fast-growing fish like sardines surprisingly vulnerable to collapse: study .... USFS budget alarm over firefighting .... Deadly rains threaten Myanmar food supply .... Scientists breeding "super corals" to fight climate change .... Court blocked Australia's largest planned coal mine .... US east power grid bailed on Tres Amigos project (hookup between all US grids) .... Atlantic Wind, Solar (AWSL) has over 1Gw solar/wind global project pipeline .... Tesla (TSLA) home/grid batts selling out .... Glasspoint to build 1Gw concentrated solar plant (CSP) in Oman for $600M. To supply oil/gas fields .... India backing $1.48B, 1.2Gw hydropower project in north. India's hydropower potential 148Gw. 41Gw now, 13Gw in construction .... Enlight (Israel) got $26M finance to build 13.6Mw wind power in Ireland .... Terra Form (TERP) loss $54M in 1H15. Also issued 2nd $300M green bond. Over 6% yield. Proceeds mainly to buy 460Mw windpower from Invenergy .... Terra Form Global (GLBL) announced $810M green bond for clean power projects/plants .... Goldwind launched 1st China green bond. $300M .... Perovskite solar cells can payback in 3 mo: study.

THURSDAY OPEN .... Market down 68/41/8. WTI under $45 .... BOE held rates steady .... (stock #s in %) PSPW up 29. ENOC up 28 after reporting. XDSL up 25. AWSL up 19 with news. SSNI, LYSDY up 17. PSON up 14. LEOM up 12. XSNX up 11. CCTC up 10. AXPW up 9. NTCXF up 8. ABGB up 7 with volume. EMKR up 2, new high .... KIOR down 25 with volume. AMTX down 19, new low. AMLM down 15. SUNE down 12 with volume after reporting. TERP down 12 after reporting. PLUG down 11 after reporting. CLNE down 10. TSLA down 9 with volume after reporting. BLSP down 8. ELON down 7, new low. FSYS down 6, new low after reporting. GTATQ, CERE down 5, new lows. RVLT down 5 after reporting. WNDW, SCTY down 5. FCEL down 2, new low.

Wednesday, August 5, 2015

WEDNESDAY CLOSE .... Dow down 10, Naz up 34, SP up 6. WTI under $46. US natgas $2.79 .... Netflix 1-year paid natal leave .... China taking down church crosses .... (stock #s in %) EFOI up 42, new high with volume. CSGH up 40. SWET up 33 with volume. XDSL up 25. ENPH up 23 with volume. FSLR up 16 with volume after reporting. ALTI, ZAAP up 14. EMKR up 14, new high with volume after reporting. CCTC up 13. LEOM, LMRMF up 12. SLTD up 11 with news. RVLT, ELON up 10. AEIS up 10 with volume. WEST, CAFD, MXWL up 9. CSIQ, BYDDF up 8. ABAT up 5 after new low with volume. WNDW up 4 with volume .... APGMF down 19. ACFN down 18 with volume. BFRE down 16. MDDD down 14. EVSI down 13. LEDS down 12 with volume. AMSC down 11, new low. JUHL down 11. CERE, ENZR down 9, new lows. GEVO down 9. ASTI down 8 with volume, back to bottom. FCEL down 5, new low. GPRE down 3, new low. HYGS down 2, new low.

RICHEST GLOBAL ECONS SPEND $1K/CITIZEN/YEAR ON FOSSIL FUEL SUBSIDIES: IMF. (Just get your head put on that, pards.) .... Russia staking new claim In Arctic including North Pole. (Oil/gas-rich area. Gotta love Putin, A?) .... EPA kept, but relaxed, CCS tech required for new coal power plants in CPP .... CPP generally welcomes biomass powergen in states' plans. But new rules to increase industry accountability .... Algae comps like CPP's carbon reuse provision. "Huge win for algae." .... Majority in UK worried about climate change: poll .... UK to build world's largest offshore wind farm. 2.4Gw. Up to $13B cost. ~$5/w. Expensive. But that's offshore wind .... Wildfires pushing USFS to "tipping point": report .... Massive algae bloom choking US west coast .... Polar bears diving longer to cope with warming .... DOE proposing updates for vending machines, batt chargers .... Sunpower (SPWR) $1.5B to expand in Chile .... First Solar (FSLR) 65% revenue growth, beat earnings est in latest report .... Solar City (SCTY) to buy Mexico solar developer for $15M .... Solar 3D (SLTD) $3.5M deal in Cal .... Global quakes up over 100K/yr lately .... EMT bombs .... Vehicles-to-grid energy storage pilot program in Cal .... GE making sodium-ion batts .... India's largest solar power auction shows further drop on costs. Sky Power, Sun Ed in .... China factory production down to 47.8 in July from 49.4 in June .... Iran concerned IAEA may reveal secrets. (O, yea .... shhh.) .... EBRD tender for 50Mw wind power in Kazakhstan. (Again, I ask, who was Stan?) .... PG&E $353M IPO to pay off Cal PUC fines .... Patriot Coal laying off more miners .... Kellogg to phase out artificial ingredients. (They've achieved their human DNA damage v. diminishing returns goals, I presume.)

WEDNESDAY OPEN .... Market up 94/64/17. WTI over $45 .... 185K new private sector jobs July: ADP .... US trade deficit up .... (stock #s in %) EFOI up 21, new high with volume after reporting. FSLR up 18 with volume after reporting. LYSDY up 15. AWSL up 13. AEIS up 12 with news. LMRMF up 11. CSIQ up 10. ENPH up 10 after reporting. EMKR up 9, new high. RGSE up 9 with volume. CCTC up 9. BYDDF, ELON, MXWL up 8. CAFD up 7. SLTD up 6 with news. SPWR up 5 with news. SUNE, TERP up 4 .... BLSP down 19, new low. BFRE down 16. LEDS down 14 with volume. PTOS down 14. AETI, PRHL down 12. JUHL down 11. WNDW down 6 with volume. Looks like under $2.50 the next level to buy up. APGMF, CERE down 6, new lows. ABAT down 5, new low. AMSC down 4, new low after report. PALAF down 4, new low. ABGB down 2 with volume. Should have some rebound. FCEL down 1, new low.

TUESDAY CLOSE .... Market down 47/9/4. WTI over $45, Brent over $50. US natgas $2.79 .... Oil crash a $1.3T wipeout so far .... (stock #s in %) CDXS up 28 with volume, news. ALTI up 20 on 25 shares. LYSDY up 19. RGSE up 14 with volume. OOIL up 14. FSLR up 12 after close after reporting .... ABGB down 22, new low with volume. AWSL down 22 with volume. LMRMF down 21 with news. LSCG down 20. BLSP down 20, new low. WNDW down 19 with volume after new high. Hit top for now. CHGT down 16, new low. DPSM down 15. AXPW, PSON down 14. MKTY down 12. SENY down 10, new low. ELON down 8, new low. VECO down 6, new low with volume. PALAF down 5, new low. ASTI down 4, new low with volume. CLNT, CAFD down 4, new lows. PEGI down 3, new low. FCEL down 1, new low.

Tuesday, August 4, 2015

EPA PROPOSING CARBON TRADING TO DEAL WITH STATES RELUCTANT TO COMPLY WITH EPA CLEAN POWER PLAN .... World sees CCP rule as big boost for Paris talks .... Clean Power Plan gives states 90-day period to exceed carbon limits during emergencies .... CPP may turn fate of "at risk" nuke plants over to states .... AK, HI get break for now from CPP .... Methane leaks may greatly exceed estimates: inventor of measuring tech used .... Most office bldgs set HVAC temps based on '60's model that uses male metabolic rates. Too cool .... Leaky septic tanks polluting Mich groundwater, rivers .... Heat index in Iran city hit 2nd highest on record .... "Clean cow" powder aims to reduce cow methane burps/flatulence .... Tesla (TSLA) calling for tougher auto emission standards .... Timetric: 13 W Hemisphere econs to invest over $792B in coming yrs for 380Gw new powergen cap. Hydro, wind power to dominate .... Spokane filed suit v. Monsanto over PCB cleanup .... Sydney Australia snowfall for 1st time since 1836 .... Earth's most powerful storm of year now in Pacific .... Earth's ice melting much faster than forecast .... Charleston, Miami now flood at high tide: Obama .... Enel Green completed 5Mw hybrid geothermal/biomass power plant in Italy. Est. 15M Euros .... UK OK'd 41 new oil/gas exploration licenses in N Sea. 134 OK'd last Nov .... Natgas 62% of Florida powergen cap. Was 47% in '08 .... Australia coal mine once valued at $630M sold for $1 .... Korea El & Power unit launched 1Gw upgraded nuke plant .... REC Solar latest revs down 4.5% .... Locals OK'd 396Mw wind power project in Mexico .... Eurozone inflation held steady at .2% in July: Eurostat.

TUESDAY OPEN .... Market down 11/8/--. WTI over $45, Brent ~$50 .... (stock #s in %) CDXS up 28. OOIL up 22 with news. LYSDY up 18. RGSE up 9 with news. WNDW up 5, another new high with volume .... LMRMF down 24. LSCG, AWSL down 22. ABGB down 21, another new low with volume. BLSP down 19. DPSM down 15. CHGT down 13 with news. ZAAP down 13. SENY down 9, new low. ASTI down 3, new low.

MONDAY CLOSE .... Market down 91/13/5. WTI under $46. US natgas $2.72 .... (stock #s in %) PTOS up 29. WNDW up 28, another new high with volume. AMLM up 27. BFRE, LMRMF, LSCG up 17. CCTC up 15. ZAAP up 14. PLUG up 10 with volume. SLTD up 9 .... ABGB down 30, new low with volume, news. LYSDY down 29. BLSP down 18, new low. SWET down 16, new low with volume. GTATQ down 14, new low with volume. SPIR down 13. SENY down 12, new low. ASTI down 11, new low. ELON down 10, new low with volume. ADES down 9, new low. XSNX down 9 with volume. PALAF down 7, new low. CSIQ down 7. AMSC down 5, new low. ABAT down 3, new low with volume. FCEL down 3, new low. SUNE down 3 with volume. CAFD, HYGS down 2, new lows. PEIX down 1, new low.

Monday, August 3, 2015

FINAL CLEAN POWER PLAN FROM WHITE HOUSE TODAY. GIVES STATES UNTIL '22. Phase-in '22-'30. 1 more year to '18 to submit plans. $8.4B est. cost. Emissions cut of 26-28% by '25 .... Brown declared state of emergency in Cal over wildfires .... Majority of Californians support current climate change policies, moves to strengthen them .... Arctic warming faster than any other place on Earth: USGS .... Seattle broke 57-yr-old heat record .... China's econ growth will cease without energy diversity from fossil fuels: report .... China's clean/renewable energy mart now over $89B/yr .... Solar industry growth peaking: analysis .... Cruz totally denies climate change .... Florida panther population falling quickly .... EPA updating ozone data in prep for new rules .... Global LNG supply likely to overwhelm demand in next 5 yrs. 120M tons/yr supply coming online by '20 from Australia, US, Russia, Malaysia, E Africa. Only 78M tons of regas cap will be in place .... US coal production down 15% since '08 .... Duke bought 50Mw of solar projects in Cal from Kruger Energy .... US oil production down to 9.5Mb/d at end of May from peak 9.7M in March: EIA .... EIA fessed up late Friday. Actual US oil production was down from April to May, 254Kb/d less than estimates .... N Dakota reported its oil production 1.2Mb/d in May v. 1.17M in April .... Foreign oil producers started writing off Libya assets. BP wrote down $600M last week. Total already $755M. Eni, Repsol in there. Libya oil production now below 400Kb/d after power cuts to oilfields. Eastern power grid may be about to collapse. World waits for unity govt formation in Tripoli .... 80% of 27M folks in Yemen need humanitarian help: UN. Houthis largely driven out of Aden .... Iraq Kurds to cut out Baghdad, pay oil comps themselves. Baghdad sent paltry sum in latest payout to Kurds. Repair to blown-up oilpipe (by Turk Kurds) from Kurdistan to Turkey to cost $250M .... Canada 5 months of econ contraction mostly from oil prices .... Shell cut 6,500 jobs, '15 capex $3B .... US coal powergen forecasted to fall to 27% by '30 .... EBRD set to make record equity investment in Turkey this year .... Impax (UK) sold 13.8Mw wind farm in France to BKW (Swiss).

MONDAY OPEN .... Dow down 51, Naz up 7, SP flat. WTI under $47 .... US manufacturing down in July .... US construction spending up .1% in June .... ~60 donors giving 1/3 of '16 campaign cash .... (stock #s in %) AMLM up 31. WNDW up 16, another new high with volume. OOIL up 15. WEST up 7. PLUG up 6 with volume .... ABGB down 29 with volume, news. ENZR down 13. ADES down 10, new low. SWET down 8, new low. ELON down 8, back to bottom. GTATQ, PALAF down 6, new lows. GPHBF down 3, new low with reporting. SENY down 3, new low. VECO down 1, new low with reporting. FCEL down 1, new low.

Saturday, August 1, 2015

FRIDAY CLOSE .... Market down 56/0/4. Volume a little heavy. (Pretty very heavy for a Friday in summer.) WTI under $48, Brent under $53. US natgas $2.73 .... China manufacturing zero growth in July .... (stock #s in %) EVSI up 20. WNDW up 17, new high with volume. FCSMF up 17 with volume. CABN up 16. RVLT up 12. LSCG, SKYS up 9. MXWL, PLUG up 8 .... PSPW down 26. XDSL down 25. AMLM down 23. SZYM down 20 with volume. SENY down 18, new low with volume. BLSP down 16. ALTI, MKTY down 12. BSRC down 10. SUNE down 9. ABAT down 8. SLTD down 6. SPWR down 4. DPSM down 3, new low. PALAF, RBCN down 2, new lows. CAFD down 1, new low.

YEAR RECORD 2.34GW OFFSHORE WIND INSTALLS IN 1H15, triple 1H14. 584 turbines, 4.2Mw avg size v. 3.5Mw in '14. Total now installed 10.4Gw in 82 farms, 11 countries .... Denmark, Scotland, Aruba have 100% clean/renewable power targets. Among 8 countries, 55 cities, 60 regions, 9 utilities in world with 100% goals .... UK powergen from on-site biogas up 40% in '14 to 216Mw. Farm-based biogas plants doubled in '14 .... Cambodia forest protection efforts in "total system failure": report .... DOE funds for advanced nuke reactor designs .... NOAA to track abalone, cod, grouper in new crackdown .... Iceland blasting Arctic fishing moratorium .... Shell started drilling in Chukchi .... Enviros filed suit v. Cal over fracking regs .... Mexico postponed deepwater oil/gas auction .... Hybrid solar/batt storage/diesel microgrid project for remote village in Tanzania. US comp developing. $800K grant from US Trade, Development Agency under Power Africa Initiative. 18-month buildout. NREL, Sun Ed (SUNE), Enphase (ENPH) among partners .... Total US shale gas production down .1% in June v. May .... Tampa Electric installing solar array at Tampa Intl on top of parking garage .... Orix started on 4 solar plants in Japan. Total 25Mw. Online next year .... Silex ended its solar biz .... Sungevity exited Australia solar mart .... ADB $144M loan for clean power in Argentina .... Alpha Coal to file for bankruptcy .... 3 former TEPCO execs charged in Fukushima disaster .... Japan scientists fired 2 quad watt laser. Most powerful ever .... Puerto Rico could default over weekend .... And headline of day: Ohio man accused of shooting neighbor, running her over with lawn mower.