FRIDAY CLOSE .... MARKET DOWN 92/20/10

WTI over $46, Brent over $49. US natgas $2.32

US special forces to Syria.

China demand for key commodities waning fast.

Supreme Court causing destruction of US democratic system: Scalia.

(stock #s in %):

NGLPF up 74 with volume. PSON up 30. DPSM up 16 with volume. NANO up 13 with volume after reporting. FSLR up 12 with heavy volume after reporting, upgrade. GPHBF up 11. ALTI up 10 with volume. OOIL up 9. CCTC up 8.

WWPW down 34. SCTY down 22, new low with heavy volume after reporting. BLSP down 22. BBLU down 14. AMLM down 13. SUNE, FCSMF down 12. OPTT down 10, new low with volume. SEDG down 9 with volume. LEDS, VSPC down 9. ADES down 8, new low with volume. ENPH down 2, new low with volume. TSLA down 2.

STUFF

Indonesia fires now emitting more CO2 than US or China econs. In 3 weeks released more CO2 than annual emissions of Germany.

Collapse of Gulf of Maine cod linked to rapid ocean warming: study.

Producing, transporting, consuming, wasting world food accounts for ~1/2 of all world GHG emissions.

French mathematicians blasting UN's "costly, pointless crusade" v. global warming climate change.

S Africa set Earth's record high Oct temp: 119*F.

31% of Americans open to buying EV for next car: poll.

Revs from carbon pricing to jump 50% this year over last: report.

Norfolk, VA $1.7M plan to fight rising seas.

China added 9.9Gw PV solar 1st 9 months of '15, up 161% v. '14.

$19B of oil/gas comps' writedowns in 1 week.

USDA $210M for biofuels infra to near double fueling pumps nationwide.

Apache N Sea discovery. 50-70M bls.

US strategic petroleum reserve selloff in new budget deal. Won't happen until '18 when prices will be higher and global production dwindling from present development cutbacks. (Sometimes, amazingly, government knows what it's doing.)

Copper foam batts being developed by Prieto Batt in Colorado.

Flexible metal organic framework that expands when CNG pumped in tanks may help NGV market. UC Berkeley, NIST, Euro scientists working on it.

Downtown St. Paul utility getting off coal power.

Negligence by 2 el utilities caused largest NM wildfire.

Kyocera wants to double its US residential solar sales this fiscal year using storage systems.

Germany cut subsidy rates for onshore wind, biomass.

Dominican Republic to invest $900M in clean/renewable energy.

Solar City (SCTY) $234M 3Q profit loss.

FRIDAY OPEN .... MARKET FLAT/MIXED

WTI under $46, Brent under $49.

Japan holding back on stimulus in weakening growth.

Congress approved budget deal into '17.

(stock #s in %):

FSLR up 9 with volume after reporting. AMSC up 7. CCTC, LSCG up 6. NANO up 6 after reporting.

SCTY down 21, new low with super volume after reporting. WEST, SEDG down 14. BBLU down 12. XSNX down 10. SUNE down 8 with news. LEDS down 8. CSUN down 7 with news. ENPH down 6, new low. ADES down 4, new low. NFEC down 3, new low.

THURSDAY CLOSE .... MARKET DOWN 23/21/1

WTI under $46, Brent under $49. US natgas $2.26.

(stock #s in %):

LEOM up 60, up 8x from 12-month bottom. ALTI up 17. SPWR up 11 with volume, news. JUHL up 11 with volume. XDSL up 11. BBLU, BSRC up 9. CCTC, XSNX up 8. SUNE up 6. WNDW up 2.

FNVRF down 20. OOIL down 17, new low with volume. OPTT down 14 after new high. VECO down 12, new low with super volume. PSON down 12. BFRE down 9 after reporting. BWEN, ZAAP down 9. ADES down 6, new low with volume after reporting. CREE down 3.

STUFF

China's biggest automaker to infuse $3B more into EV production.

Countries pressuring EU to weaken car pollution rules. (Um, wrong way on that street.)

Melting Arctic permafrost releasing CO2 faster than previously thought: study. (Methane release?)

Scientists testing diamond dust for geoengineering method to cool planet. (Yeah, that doesn't sound too expensive.)

5 states challenging EPA ozone rule.

43% of salmon mislabeled as "wild caught": Oceana. (43% of "wild caught" labeling? Or all salmon labeling? Oy. Gotta love the obfuscation. My guess all salmon labeling. So, are we getting any "wild caught"?)

Brazil wants to boost its solar industry like it has its wind industry.

Indonesia to require all airlines to use biofuel by '18.

German comp pulled plug on natgas concession in Turkmenistan over excess bureaucracy, corruption.

Jordan-Russia agreement on counter-terrorism cooperation, including military aircraft missions over Syria.

Dong Energy to build 660Mw offshore wind farm in Irish Sea. Online in '18. 8Mw Vestas turbines, 7Mw Siemens turbines.

Ecoplexus to build 25Mw solar farm in N Carolina. $45M. Solar Frontier panels. Online by yearend.

Quercus has 2 new Italian clean/renewables funds.

US jets intercepted Russia warplanes near US carrier off Korea earlier this week.

THURSDAY OPEN .... MARKET DOWN 72/20/4

WTI over $46, Brent over $49.

Germany inflation back to positive.

China ending 1-child law.

(stock #s in %):

LMRMF up 34. LEOM up 20. DPSM up 16. SPWR, SENY up 13. ABAT, XDSL up 11. OPTT up 9, new high with news.

FNVRF down 20. VECO down 18, new low with volume after reporting. AMLM, WEST down 17. WWPW down 12. BWEN down 8 after reporting.

WEDNESDAY CLOSE .... MARKET UP 198/65/24

WTI ~$46, Brent ~$49. US natgas $2.03.

Fed stood pat on rates. Said econ still expanding. Probable Dec raise.

(stock #s in %):

JUHL up 80 with super volume. ZAAP up 23. LSCG, WEST up 16. EVSI up 15 with volume. CLNT up 14. NANX up 12 with super volume after reporting. XDSL up 12. BLSP, CHGT up 11. SUNE up 10. FCEL up 10 with news. KNDI up 9 with volume. GPRE, RNWEF up 9. WATT up 8 with news. LYTS up 7, new high with volume, news. EFOI up 6 with news. ERII up 6 with volume. JASO up 4. SPWR up 3 after reporting. FSLR up 3 with news.

ALTI down 15. ABAT down 14. LEOM down 14 with volume. PSON down 11. XSNX down 10. PSPW down 9. HMGLF down 4.

STUFF

Wind power now cheaper than natgas power plants for Xcel: CEO.

Sauds fiscal break-even oil price to be ~$100 for foreseeable future.

Shell cancelled oil sands project in Alberta.

Murray Energy suing US govt over new ozone standards.

Germany moving toward taking lignite coal power plants offline.

Trina Solar got $1.5B loan.

WEDNESDAY OPEN .... MARKET UP 102/29/13

WTI over $45, Brent ~$49.

(stock #s in %):

JUHL up 40 with volume. XDSL up 25. NANX up 15 with volume. EVSI up 15. ZAAP up 14 with news. KNDI up 11 with volume. FCEL up 10 with news. ELON up 9. WATT up 9 with news. GPRE up 8. SUNE up 6.

DSTI down 16. ALTI down 15. LEOM, XSNX down 10.

TUESDAY CLOSE .... MARKET DOWN 41/4/5

WTI under $44, Brent ~$47. US natgas $2.11.

(stock #s in %):

PSON up 21. WEST up 20 with super volume. AMLM up 19. BLSP up 14. ENZR up 11. AIXG up 11 with volume.

LMRMF down 25, new low. JUHL down 23 with volume. XDSL down 20 with news. ZAAP down 21. DSTI down 16. NANX down 15. EVSI, DPSM, ENPH down 13. LEOM down 13 with volume, news. CHT down 10 with news. SZYM down 10. SUNE down 9. CCGI, GEVO down 8. RVLT down 6, new low. FCEL down 5 with volume. TERP down 5. WNDW down 3.

STUFF

EU calling for new car pollution tests.

US, Japan to announce deal to restrict finance for overseas coal projects.

EMCO to build 600Mw coal plant in Zambia for $690M.

Belgium to power about 5% of country's total train traffic with wind power. 1st 7 of 25 turbines online this weekend.

Low consumer demand for "carbon footprint" product labeling: research.

DuPont 30M gal/yr Iowa cellulosic ethanol plant to start production this weekend.

Statoil making new fuel from waste fats, veg oils that reportedly cuts CO2 emissions up to 85%; cuts NOx, particle emissions ~10%.

Banks extending loans for unprofitable US oil/gas comps into spring.

Phoenix Solar, partner to build 11Mw of solar in Jordan for remote resort hotels.

Marubeni completed 30Mw solar plant in Japan.

2 comps to build $102M wind/solar park in Australia.

Morocco increased budget for clean/renewable power.

EPA can't start superfund cleanups for lack of funds: GAO.

TUESDAY OPEN .... MARKET DOWN 54/13/6

WTI ~$43, Brent under $47.

Fed meeting.

Deal made on US debt ceiling extension, spending plan.

(stock #s in %):

DPSM up 14. PSON up 11. WEST up 10. AWSL up 8. GPRC up 1, new high with volume, up 63x from bottom.

LSCG down 26. LMRMF down 25, new low. JUHL down 23. XDSL down 20. EVSI, ZAAP down 15. ACPW down 12 with volume after reporting. XSNX down 11. SUNE, ENPH, SEDG down 7. CCTC down 6. SCTY down 4 with news. OOIL down 4, new low.

MONDAY CLOSE .... MARKET FLAT/MIXED

WTI under $44, Brent under $48. US natgas $2.08.

Russia sent its "Delta Force" to Syria. Report their fighter jets are breaking down.

Sauds, Qatar threatening to escalate forces in Syria.

Russia inflation 16%, most from ban on EU food imports.

(stock #s in %):

WWPW up 62 on 550 shares. ALTI up 33, up 2x from bottom. LMRMF up 15. BFRE up 14 with super volume, report. CHGT up 13. LSCG up 8 with news. ACPW up 8 with volume. CCGI up 8. GTATQ, SKYS up 7. BLDP up 6. PLUG up 4.

JUHL down 26. PSON down 22, new low with volume. WEST down 20, new low with super volume. Under $1M val. ACFN down 14. SENY down 13 with super volume. ENZR down 11 on 1K shares. FCSMF down 10. PEIX down 7, new low. HMGLF down 4. JASO down 3 with news of new plant online. OOIL down 3, new low. ERII down 3.

OK

OK, I keep seeing these appeals on TV to feed the starving children in the world.

OK, if I were president my country would feed these children and any people starving. Every day. And demand the UN do it.

FOSSIL STUFF

BP admitted "some" fossil fuel reserves must stay in ground to keep global warming at "safe" levels.

UAE could expand oil production 30% by '20 with enhanced oil recovery tech. Now at 2.9Mb/d.

BP to supply LNG to China power utility. $10B deal over 20 yrs, 1M metric tons/yr.

60% chance of Venezuela default in '16.

Shell Ok'd to explore offshore Nova Scotia. Est. reserves up to 120TCF, 8B bls.

US oil rig count down 1 last week, NG rigs up 1.

About 16 idled coal mines in WV, KY, TN in Alpha bankruptcy sale.

Coal shipments to China down 30% 1st 9 mo of '15 to 156M tons. Could fall 25M tons in '16 after further 4Q drop.

Battery storage now competitive with new peak NG power plants in Cal: utilities.

STUFF

Ukraine seeks $18B of investment for clean/renewable power. Breaks on tax, duties to lure foreign investment.

California wants 1.5M clean cars in state by '25, 10x current #.

Montreal to rollout 106 EV charging stations by spring.

Anti-wind power party election victory in Poland.

Changing currents threaten Gulf of Maine.

Cholera outbreak growing in Iraq as Euphrates slowly dries up, wells get contaminated.

U of Texas researcher getting $15M for 2 switchgrass biofuel studies.

China holds largest reserves of shale gas in world. 1,115TCF. Also 32B bls of oil in shale. BP, Chevron working on it. Geological complexity, lack of infra, water scarcity. China price regs also complicate ROI

JA Solar (JASO) launched 400Mw solar cell plant in Malaysia.

Govt bans stop Pennsylvania natgas fracking at Delaware River watershed.

Syria GDP down ~50% since war began. Yemen down 30%. Mideast has lost ~$360B of revs this year from lower oil prices.

USDA $2.3B of loans to build, improve rural el infra in 31 states.

China comp to build 350Mw coal power plant in Bosnia.

MONDAY OPEN .... MARKET DOWN 12/14/6

WTI ~$44, Brent under $48.

(stock #s in %):

WWPW up 64 on 100 shares. DPSM up 20. LMRMF up 15. BFRE up 14. CSIQ up 7 on upward guidance. ENPH, SKYS up 7.

PSON down 28, new low. DSTI down 16. LSCG, XSNX down 14. XDSL down 10. ABAT, CLNT, LEDS down 7. OOIL down 6, new low. ERII down 4. HMGLF down 1.

FRIDAY CLOSE .... MARKET UP 157/111/22

WTI under $45, Brent under $50. US natgas $2.29.

ISIS making up to $50M/mo from oil sales.

US/NATO destroyed simulated warhead in space in test.

China, UK closed on $62B of deals, including nuke power.

(stock #s in %):

JUHL up 41. PSON up 39. DPSM up 35. ACFN up 33. FNVRF up 17. AMTX up 16 with volume, news. ENZR up 12. FCSMF up 10 with volume. BFRE up 10 with super volume. CLNT, ZNNMF up 8. CREE, SPWR up 4. HMGLF up 1.

NGLPF down 37, new low with volume. PSPW down 20 with volume. WEST down 16, new low with super volume. LMRMF, CHGT down 12. AWSL down 10. CCGI down 7. ERII down 4 with volume. WNDW down 3.

STUFF

Strongest hurricane ever recorded in western hemisphere to hit Mexico. 3rd strongest ever in world storm records. 200-250MPH winds.

El Nino expected to bring dry spell to Hawaii after heavy summer rains.

EPA Clean Power Plan now law. (Let the lawsuits begin.) Final ozone rule on Monday.

Suits filed over Hawaii net metering for solar.

Flawed carbon accounting driving boom in burning US forests (pellets) in EU power plants.

Carbon nanotubes now being found in lungs of Paris children. 1st time detected in humans. (Where's THAT coming from?! Local lab/factory?)

Operating license issued for TVA's new nuke power plant. 1st in US in 19 yrs.

BLM OK'd permit for 1st oil production from Alaska reserve.

DOA, DOE $4.9M for bioenergy research.

Oil majors voicing support for 2*C limit on global warming but giving no concrete plans.

Georgia (the country) plans $4.1B of new power plant construction.

Google to invest in 310Mw wind power project in Kenya. Vestas (VWDRY) turbines.

IFC financing Tanzania's 1st wind farm project.

KfW green bond raising E1.5B.

Blue Earth (BBLU) bought 13Mw solar project in Oregon.

VW to make next version of flagship sedan an EV.

Dell to cut e-waste with recycled carbon fiber, scrap raw materials.

Sunnova attracting ~$1B for growth.

Delsis closed finance on 26Mw wind project in Italy.

Alaska officially dumped "Bridge To Nowhere".

FRIDAY OPEN .... MARKET UP 100/98/18. NAZ BACK OVER 5K. S&P UP FOR YEAR.

WTI under $45, Brent under $48.

China rate cut.

French econ up.

Brazil inflation 10%.

(stock #s in %):

JUHL up 41, up 4x off bottom. ENZR up 20 with news. FNVRF up 17. PSON up 16. ACFN up 13. AMTX up 11 with news. CLNT up 10.

DSTI down 16. AWSL, XSNX down 10. SKYS down 7. HMGLF down 3. ERII down 3 with volume. BBLU down 2, new low with news. PEIX down 1, new low.

THURSDAY CLOSE .... MARKET UP 320/80/33

WTI over $45, Brent over $48. US natgas $2.38.

(stock #s in %):

EVSI up 17. LYTS up 16, new high with volume after reporting. ERII up 15 with super volume, upgrade. CHGT up 14 with news. LYSDY up 13 with volume. CLNT up 9. NFEC, XSNX up 8. EFOI, FCEL, LEDS up 7. CREE up 4 with upgrade. WNDW up 3 more.

BOPO down 34. DPSM down 24. SENY down 20. WWPW down 16 with volume. GTATQ, FCSMF down 11. BSRC down 9. CREG down 7, new low with volume. ZNNMF down 5, new low with volume. PEIX down 5, new low. BBLU down 3, new low with news.

STUFF

Europe's GHG emissions at record low.

Dalai Lama urging action on climate change for "survival of humanity".

3 new NY Green Bank transactions of $49M to leverage over $170M more of private investment in clean power.

Czechs to spend $1.1B over 10 yrs on energy efficiency.

$2.5B "detrimental expenses" to comps from water scarcity this year.

41 countries have yet to submit GHG emissions reductions plans to UN.

MIT declining to divest fossil fuels assets.

Wood pellet demand threatening wetland forests in US southeast: report.

Apple to build 200Mw more solar power in China to offset GHG emissions. Will also partner with suppliers for 2Gw more clean power.

Sun Edison (SUNE) finished 2Mw solar plant for MD town.

Soitec (French) shuttering San Diego concentrated solar panel assembly plant. To sell assets, 2 early-stage solar farm projects. Got $25M DOE grant for plant to help with $200M investment. Soitec also closed plant in Germany. R&D suspended. (CS most expensive but most efficient solar to date.)

Japan Asia, partner to build 11Mw solar plant in Japan for $33M. Online mid-'17. Japan Asia also plans to build another 29Mw solar in Japan.

sPower got PPA for 69Mw solar project in California.

THURSDAY OPEN .... MARKET UP 196/60/23

WTI ~$46, Brent over $48.

US jobless claims near lowest in 4 decades.

ECB held rates steady, signaled more stimulus if needed. Euro down.

US hostage rescue operation in N Iraq.

(stock #s in %):

LYSDY up 14 with volume. LYTS up 12 after reporting. ERII up 10 with volume. XSNX up 7. CREE up 5 with upgrade. FCEL, GPRE up 5. WNDW up 1 more.

HMGLF down 6.

WEDNESDAY CLOSE .... MARKET DOWN 48/40/11.

WTI under $46, Brent under $48. US natgas $2.40.

Startup "overfunding" will cause correction: Microsoft CEO.

(stock #s in %):

LMRMF up 26. WEST up 20 with volume. SENY up 18. PRHL up 17 with super volume. LSCG up 16 with super volume. NGLPF up 14 with super volume. XSNX up 11. BSRC up 8, up 22x from bottom. CABN up 8. VWDRY up 1, new high.

BLQN down 40. ALTI down 25. SUNE, VSPC down 13. CLNE, ENZR down 9. ERII down 7 with super volume after yesterday. CSUN down 6 with volume. BBLU down 5, new low after report. CREE down 3, new low with volume, report. ZNNMF down 3, new low. SCTY down 3. HMGLF down 2.

EXTRA STUFF

First 9 months of '15 shattered global heat records: NOAA. Highest Sept temp on record, 1.62*F above 20th Century average. 7 of 9 months broke monthly records. Ontario 9*F above avg Sept. US 3.7*F above 20th Century avg. Sept Arctic sea ice 4th least on record. Smallest Antarctic sea ice extent since '08. Sept global sea surface temp 1.46*F above 20th Century avg. of 61.1*F. World on track for warmest year since 7th Century.

Each degree of warming will harm 3/4 of nations' econs, widen north-south gap of rich, poor: study.

Avg. global income will decrease 23% by 2100 if GHG emissions continue to grow at current trajectory: Nature.

Onward and upward, pards.

STUFF

Mexico plans to quadruple its wind power capacity to 10Gw in next 3 yrs. Plans to add 20Gw clean power by '30.

S Africa plans to build 17Gw clean power by '22.

US Supreme Court challenge: fit new power grid into 80-year-old law with FERC cases.

75% of Americans now believe in climate change: poll.

Obama admin launched Twitter account on climate.

Over 94K fires this year in Indonesia, most in carbon-rich peat lands. Affecting health of millions there, Malaysia, Singapore.

Hundreds of millions of trees at risk from drought in California.

Higher CO2 creating larger, water-hungry plants in Australia.

Paint killing coral 5 yrs after Great Barrier Reef crash.

Subway switching to antibiotic-free meats.

China logging slashing hopes for Panda recovery: Greenpeace.

SolarWinds to be bought in $4.5B private equity deal.

IADB, Caribbean Development Bank $71.5M loan, grant to support geothermal, other clean power projects in E Caribbean.

DOE $13.8M to 10 universities to improve sorghum biofuel production.

Gamesa contract for 112Mw wind project in Chile.

WEDNESDAY OPEN .... MARKET FLAT/MIXED

WTI under $46, Brent under $48.

Canada held rates steady, cut GDP forecast.

Impeachment move in Brazil.

Japan exports slowed.

(stock #s in %):

LMRMF up 26. DPSM up 24. EVSI up 22. ENPH up 14. NANO up 6. WNDW up 1 more. VWDRY up 1, new high.

BLQN down 40. DSTI down 16. VSPC down 12. NFEC down 10. LSCG down 9 with volume. ERII down 7 with super volume after yesterday's surge. CLNE down 7. SUNE down 2.

TUESDAY CLOSE .... MARKET DOWN 13/24/2

WTI under $46, Brent under $49. US natgas $2.48.

Russia, US agreed to minimize risks above Syria.

US deployed A-10 tank killers to Turkey.

(stock #s in %):

ERII up 197, new high with news, super volume. MDDD up 175. NGLPF up 59 with super volume. BOPO up 40 after report. PTOS up 39. ENZR up 21. CLNT up 10. CLNE up 6.

ENPH down 24 with volume. DPSM down 19. ACFN down 16. RNWEF down 15 with super volume. FNVRF down 14. CSGH down 12. AMTX, WEST down 10, new lows. CCGI, XSNX down 10 with volume. CCTC down 8. TSLA down 6 with volume, news. HMGLF down 4. CREE down 2 after report.

STUFF

68 more comps joined White House pledge to cut carbon emissions, support econ impacts of new climate treaty.

Wildfires making boreal forests less able to store carbon: study.

Too early to link Cal fires to global warming climate change: scientists.

Yosemite's once-largest glacier may be gone in 5 yrs.

Wetlands restoration needing speedup in SF Bay to fight sea level rise.

Another river turned orange in Colorado.

P&G to run its N America fabric, home care products plants with wind power from EDF.

Trump vowing to eliminate EPA if elected. (Yea, really, who wants a clean environment? What an asinine position. Marketing to the nuts.)

Volvo plans EV rollout before '20.

1st Fukushima worker cancer case.

Florida power bills too low to justify rooftop solar: utility CEO.

Belgian utility to build 215Mw biomass power plant next year.

DTE Energy to close 40Mw biomass plant in Wisconsin. Also to build 800Kw solar array at GM plant.

Google to buy 12.5% stake in 310Mw wind farm in Kenya upon '17 completion. Cost ~$700M. Vestas turbines.

Global oil production down 340Kb/d in Sept to 94.2M.

Indonesia back in OPEC.

New NG discovery in Pakistan.

Good early results of NG production in Morocco shale.

Cuba has at least 4.6B bls of undiscovered oil, 9.8TCF of undiscovered NG: USGS.

US oil rig count down 10 last week. NG rigs up 3.

Marcellus NG pipeline capacity failing to keep up with production. 7 new pipes coming online this quarter.

French comp to build 13Mw solar farm in Nigeria for 35M Euros.

Georgia (the country) tenders for 3 hydropower plants at least 10.4Mw each.

Masdar (UAE), New Zealand to finance 1Mw solar plant in Solomon Islands. Will meet 7% of power demand, save ~$.5M/yr of diesel imports.

OPIC to provide $400M for 100Mw concentrated solar project.

EDF to develop 123Mw wind power in Texas.

Sunscreen compound harms coral reefs: study.

TUESDAY OPEN .... MARKET UP 1/1/1

WTI over $46, Brent over $48.

New Canada Prime Minister promising big climate shift.

US housing starts up.

(stock #s in %):

ERII up 169 with news, super volume. NGLPF up 59 with super volume. ENZR up 24. WNDW up 2 more.

CCGI down 19 with volume. ENPH down 18. FCSMF down 17. RNWEF down 15 with super volume. HMGLF down 3.

MONDAY CLOSE .... MARKET UP 14/18/--

WTI ~$46, Brent under $49. US natgas $2.45

Russia blocked Israeli military fighter jets over Lebanon, Syria.

Iraq forces advancing v. ISIS on 3 fronts. Baiji, Ramadi, Hawijah.

Iran began mothballing 12K nuke centrifuges, shipping 12 tons of low-enriched uranium out of country, destroying core of giant plutonium reactor. (Really? Better verify.)

Germany ordered recall of 2.4M diesel VWs.

(stock #s in %)

JUHL up 134 with volume, up 3x from bottom. DSTI up 66. ACFN up 36. ALTI up 33. MDDD up 23. CSGH up 21 with volume. LEDS up 20 with super volume. BFRE up 18. KNDI up 18 with super volume. CCTC up 12, up 15x from bottom. GTATQ up 11 with super volume. FCSMF up 10 with volume. PLUG up 8 with volume, report. NGLPF up 7 with volume. WNDW up 3.

FNVRF down 16 with super volume. SENY down 16 with volume. LSCG down 11. LMRMF down 10. AETI down 9. SCTY down 6 with volume, news.

STUFF

$2.5B cleantech VC investment in 3Q15. 165 deals. Avg. investment size 3x of 3Q14.

Warming oceans may threaten krill in Antarctic. Significant reduction of hatch rates.

Worst drought in decade in Ethiopia decimating ag sector.

2-day summit on climate finance this week hosted by Kerry.

Italy hit with extreme storms, flooding.

US cancelled auctions for oil/gas drilling rights in Alaska Arctic ocean for 2 yrs.

US govt should do more to encourage commercial development of carbon capture/storage: Brookings.

California shut down 33 oil injection wells on EPA order.

US crude stocks at 80-year high. 468M bls. 26% above '14 yoy, 22% above 5-yr avg.

Saud oil inventories at record high.

Occidental sold 300K acres in Bakken for $500M. About 1/6th of '14 valuation.

Oil/gas comps operating in Kurdistan say they're owed $1B for work done.

Solar Frontier to lower panel production costs with plant overhaul.

Xcel plans $100M of LED upgrades.

MONDAY OPEN .... DOW DOWN 39, NAZ UP 8, SP DOWN 4

WTI under $47, Brent under $50

China GDP growth beat forecast.

China to establish navy base in Djibouti. Pushing out US.

(stock #s in %):

BFRE up 33. MDDD up 23. BLSP up 18. CHGT up 14. CLNT up 11. LEDS up 11 with volume. PLUG up 8 after report. KNDI up 8. SUNE up 2. HMGLF up 1. JASO up 1, breakout above all lines.

XDSL down 20. LSCG down 11. XSNX down 10. ASPW down 9. BBLU down 8 with news.

FRIDAY CLOSE .... MARKET UP 74/16/9

WTI over $47, Brent over $50. US natgas $2.43.

(stock #s in %):

BLQN up 150. SENY up 42 with volume. ABAT, VSPC up 29. DPSM up 26. WWPW up 25 with super volume. XDSL up 25. FNVRF up 21 with volume. ENZR up 18 with volume. OPTT up 12 with news. LIME up 11 with volume.

GTATQ down 46 with super volume. NGLPF down 18, new low with volume. BBLU down 16 with volume, news, report. DSTI, JUHL down 14. MKTY, ZNNMF down 11. LYSDY down 10. OLED down 10 with volume. FCSMF down 6, new low. LMRMF down 4, new low with super volume. WEST down 3, new low. SUNE down 3.

STUFF

Warmer, acidic oceans means hungrier predators, more microbes, less of everything else: studies.

Global warming could benefit China by increasing rain in north, reducing floods in south: study.

Ag Bank 1st China bank to issue green bond.

10 of world's major oil/gas comps - mostly European comps weighted toward NG production - made statement in support of UN climate goals.

$2B damage from California wildfires in Sept: insurer.

GHG emissions from shipping industry could climb 50-250% next 35 yrs: OECD.

3rd Brit solar comp liquidating after subsidies cut.

2 Chinese comps to invest $5B in India clean/renewable power sector.

California now restricting livestock antibiotic use.

China to build high-speed rail in Indonesia.

US judge in PA struck down local govt's efforts to block oil/gas wastewater disposal within its borders.

Eagle Ford, Bakken, Niobrara oil fields (in US) to lose near 115Kb/d production next month: EIA.

1/2 of world's coal output unprofitable at current prices: Moody's.

VW "dieselgate" could cost up to $87B.

Conergy contracts last 3 months for 231Mw of solar projects in SE Asia. Their total pipeline for region now 400Mw.

BP, CNPC to announce alliance to jointly develop, produce oil in Iraq.

Repsol to sell off $7B of assets to protect dividend, slash spending 40% by '20.

1st LNG shipment from new Australian terminal. Peak capacity 7.8M tons/yr.

FRIDAY OPEN .... MARKET UP 2/1/3

WTI over $46, Brent ~$50.

US manufacturers production down last month.

(stock #s in %):

SENY up 54 with volume. CSGH up 35 with volume. XDSL up 25. ENZR up 18. JUHL up 16. VSPC up 13. OOIL up 11. OPTT up 10. QTMM up 6. TSLA up 3 with news.

DSTI down 16 with volume. SUNE down 2.

THURSDAY CLOSE .... MARKET UP 217/87/29

WTI over $46, Brent over $48. US natgas $2.47.

ISIS still maintaining its oil industry. US troops staying in Afghanistan through '16. 300 US troops to fight Boko Haram in Cameroon. US airdrop in Syria aiding Kurds.

US budget gap at 8-yr low. US debt limit deadline moved up by admin.

(stock #s in %)

BFRE, AWSL up 20. GTATQ up 19 with volume. CCGI up 17 with super volume. LMRMF, SENY up 16. LSCG up 13. ENZR up 12. AXPW up 10. RGSE up 9. CSUN up 8 with volume. FCEL up 5.

BLQN down 77 with super volume. JUHL down 44. WWPW down 42 with super volume. ALTI down 40. VSPC down 22. XDSL down 20. MDDD down 18. CSGH down 17. ABAT down 16 with volume. WEST down 12, new low with super volume, report. CHGT down 11. CCTC down 11 with volume. HMGLF down 7. CREE down 4 with volume.

STUFF

414 US cities likely to be submerged by rising oceans. Point of no return already passed: Climate Central.

Warming waters off US northwest coast releasing giant plumes of methane. (Sign of coming earthquake?)

Warming ocean driving fish from US east coast to cooler water: NOAA.

Bill Gates pushing clean energy R&D, calling fossil fuels divestment a "false solution".

New EPA regs for emissions from aluminum production.

Toyota plans to eliminate CO2 emissions from its cars by '50. By '20, wants to sell 30K fuel cell cars/yr, reach 94MPG with Prius.

Brazil OK'd higher auction rates for solar, wind in next month's auction.

Philippines OK'd new wind FIT rates.

Hawaii scrapped net metering for new residential solar subsidy structure.

US widening HFC emissions crackdown, new EPA rules.

Bakken oil development drives away grassland birds: study.

Bakken oil production down over 19Kb/d in Aug.

NOAA loophole allowing more tuna catches in Hawaii waters.

China imposed 1-yr ivory trophy ban.

Alaska, US ended 26-yr legal battle over Exxon Valdez spill.

Alaska comp got first US OK to ship LNG by rail.

Sany Group $3B green energy commitment with India.

2nd nuke reactor restart in Japan.

THURSDAY OPEN .... MARKET UP 70/20/6

WTI under $46, Brent under $49.

(stock #s in %)

CSGH, BLSP up 19. GTATQ up 18 with volume. LMRMF up 16. AWSL up 14. CSUN up 9 with volume, news.

BLQN down 74. JUHL down 44. WWPW down 42 with volume. VSPC down 22 with volume. XDSL down 20. MDDD down 18. ABAT down 17 with volume. CCTC down 14 with volume. WEST down 12, new low. LYSDY, BFRE down 10. HMGLF down 5.

WEDNESDAY CLOSE

Market down 137/13/9.

WTI under $47, Brent under $58. US natgas $2.52.

Total US debt (commitments included) $211T.

Iran Parliament approved nuke deal.

(stock #s in %):

GTATQ up 32 with volume. JUHL up 28. PSPW up 25. MDDD up 23. MGPHF up 8. CSUN up 7. SUNE up 4 with news. CREE up 3. FSLR up 2.

PTOS down 37. CCGI down 26. ENZR down 25, new low. AMRS down 23 with super volume, news. LSCG down 23. WEST down 20. CCTC, PSON down 14. DSTI, CHGT, SENY down 12. LMRMF down 10. LYTS down 8. CREG down 2, new low with volume.

70% OF AMERICANS BELIEVE IN CLIMATE CHANGE: POLL

NATO call for "ambitious, legally-binding" climate agreement in Paris.

China's solar power capacity to surge 4x by '20: official. To 150Gw from 35.8Gw at end of June. 17.5Gw to be installed this year, up from 13Gw in '14.

Cuba planning 24% clean/renewable power target by '30.

Ireland allocating 68M Euros to clean/renewable power in new budget.

Germany-Iran 500Mw clean power plan got MoU jumpstart.

OPEC production up 109Kb/d in Sept v. Aug. Gain mainly from Iraq (80Kb/d). Nigeria, Angola, UAE up. Sauds dropped 48K.

Pilgrim nuke plant in Mass. to close by June '19. Becoming too expensive to run. Safety rating just downgraded to lowest level.. 680Mw. Went online in '72. On 20-year extension. Could close as early as spring '17 if no refueling. Provides 17% of state's el power.

New Tesla (TSLA) car could qualify for $35K of tax breaks. (But problem in California of not enough charging stations.)

Appalachian Power looking to shut 2 coal power plants.

Envision Energy (China) bought controlling stake in over 600Mw wind portfolio in development by ViveEnergia in Mexico. 1st farm online by '17. Mexico had 2.55Gw wind power capacity at end of '14. '22 target 12Gw.

510Mw hydropower plant now online in Tibet. $1.5B cost.

2 more fracking-related earthquakes (4.5 range) hit Oklahoma.

WEDNESDAY OPEN

Market down 82/14/4.  WTI under $47, Brent under $50.

US retail sales up slightly, wholesale prices down. UK unemployment down.

(stock #s in %)
FNVRF up 12. GTATQ up 9. HMGLF up 6, up 62x from bottom. CSUN up 6.

LSCG down 25. XDSL down 20 after report. WEST down 20. ENZR down 17 with news. DSTI down 16. AMRS down 13 with news. REGI down 12 with report. LMRMF down 10. XSNX down 9 with news. SSNI, SENY down 8. SOPW down 7 with news.

TUESDAY CLOSE .... Market down 49/42/13. WTI under $47, Brent under $50. US natgas $2.52 .... UK pilots OK'd to shoot down hostile Russian jets over Syria .... (stock #s in %) WWPW up 73. PSON up 31. LYSDY up 23. ABAT up 18. ASPW up 15. HMGLF up 11. NGLPF up 10 .... JUHL down 52. OOIL down 15, new low with volume. MDDD down 13 with crazy day spread. AIXG down 12 with volume. SKYS down 10. CLNE down 8.

GLOBAL CARBON INTENSITY DOWN SHARPLY IN '14, BUT WORLD STILL BEHIND ON 2*C TARGET: REPORT .... Horn of Africa getting hotter, drier: report .... High temps knocked out power in parts of LA .... Texas compliance with EPA carbon rule within reach: EDF .... US coal consumption for power est down 8.2% in '15 v. '14: EIA .... 25 Mich coal power plants set for retirement by '20 .... Calif to drop all coal investment. New law just signed .... PV solar plus nano-grid storage market to hit $23B by '24 .... OPEC to increase production 800Kb/d in '16 to 30.5M. (They're probably already there.) .... Hungary increased oil imports from Kurds at Russia's expense .... Oil/fuel storage tanks in US, Europe nearly full. Traders looking for ocean tanker storage .... UAE on track to meet 3.5Mb/d production in '17. Also to spend up to $35B to cut dependence on natgas for powergen .... Unofficial blockade by India creating fuels crisis in Nepal. (What the hell is that about?) .... US oil rig count down 9 last week: Baker Hughes. 62% below Oct '14. Natgas rigs down 6 .... IEA predicts dip in global crude demand growth in '16 .... Jordan purchase agreement for 82Mw wind project.

TUESDAY OPEN .... Market up 3/3/--. WTI over $47, Brent ~$50 .... China imports plunge Sept .... Brit inflation back under zero .... (stock #s in %) MDDD up 580. BFRE up 40. LYSDY up 26. CHGT up 11. OPTT up 9 .... AIXG down 15. FCSMF down 8. ACPW down 3, new low.

MONDAY CLOSE .... Market up 47/8/2. WTI under $48, Brent under $51. US natgas $2.53 .... OPEC boosting oil output .... Iran Parliament OK'd "outline" of nuke deal. Final OK later this week .... New Syrian alliance of US-backed Kurds, Arabs .... Senior Iran advisor killed in Syria action. 60-70 Iranians killed thie year in Syria .... (stock #s in %) ENZR up 24. FCSMF up 14. WEST, SKYS up 11. CCTC up 10 with volume. KNDI up 9. HMGLF up 6, up 53x from bottom .... DPSM down 24. PSON down 22. PSPW down 21. ALTI down 16 with volume. AWSL down 12. PSWW, NANX down 11. CHGT down 10 with news. CBAK down 10. BBLU, OESX down 9. ABAT down 7 with volume. SUNE down 3 with news. CREG down 2, new low.

US HOUSE OF REPS VOTED TO LIFT OIL EXPORT BAN .... UK led G20 last year in reducing carbon intensity of its econ .... Sun Edison to end free residential solar installs program in Britain. Govt plans to slash subsidies up to 87% .... EIB boosting climate lending for developing nations to 35% .... US Treasury issued $21B of 3-month bills at 0% last week. Could have sold at negative rate .... Fed funds futures show 7% chance of Fed rate rise this month, 36% in Dec .... Predictions 10-yr bill rate will fall to 1.5% by '17 even with Fed rate hike(s) .... Why are Fed rates to be so low? National debt .... Canadian Solar (CSIQ) to build 47Mw farm in Japan. Online in 1Q17. Jap est. to install 12.7Gw solar this year, up 23% from '14 .... China LNG imports down 3.5% this year. Up 10% in '14 v. '13 .... Saud Sept oil production down ~60Kb/d v. Aug to 10.22M .... Eni awarded 2 new exploration licenses in Mediterranean offshore Eqypt.

MONDAY OPEN .... Market flat, mixed. Volume holiday sparse. WTI under $49, Brent ~$52 .... (stock #s in %) FCSMF, SKYS up 14. HMGLF up 6, up 53x from bottom .... LSCG down 24. CHGT down 21 with news. WEST, XSNX down 11. GTATQ, VSPC down 10. CCGI, HQCL, WPRT down 7. SUNE down 6 with news. ACPW down 5, new low.

FRIDAY CLOSE .... Market up 33/19/1. WTI over $49, Brent over $52. US natgas $2.50 .... Global finance chiefs pledged to refrain from currency devaluations .... 86 killed in Turkey bombs .... (stock #s in %) JUHL up 77. DSTI up 60. ALTI up 50 with volume. CHGT up 37. PSON up 32 with volume. CSGH up 29. FNVRF up 20 with volume. GPRC up 14 with volume. WPRT up 13 with volume, news. FSYS up 12. OLED up 9 with volume. PLUG up 6 with volume .... BFRE down 28. ENZR down 21 with volume. ASTI down 13 with news. LMRMF, FCSMF down 13, new lows. WEST down 12 with volume, report. GTATQ, ULBI down 10. ABAT down 9. CBAK, CREG down 9 with volume. CLNE down 9 with news. BSRC down 8, up 21x from bottom. AXPW down 8. TSLA down 2 with volume.

GLOBAL FINANCE MINISTERS FORMED GROUP TO MOBILIZE CLIMATE FINANCE .... IDB to double climate financing .... California banned plastic microbeads .... Calif ordered public employee pension funds to drop coal assets .... Calif city ordered restaurants to stop washing dishes .... NYC banned open doors while running AC .... Cancer rates spike in children near Fukushima nuke plant: study .... Bleachng of corals will weaken their immunity from further disease .... Turkey planning to build 80 more coal power plants .... New system in DC turns sewage into el .... Utilities, Nest to install 1M smart thermostats in Chicago area .... Idaho Power to close 2 coal power plants, build more clean/renewable .... Green Charge Networks entered Calif ISO market. Contracted 61 energy storage systems, 13.3Mwh .... Brazil comp to triple its wind power capacity by '17, 1Gw goal ....Russia comp to build 146Mw wind, solar power next 5 yrs in far east close to Arctic Circle. Cost ~$350M. To save ~$30M/yr by cutting fuel shipments to remote cities, towns .... Louisiana natgas plant explosion killed 3 .... NREL cut solar research staff with funding drop .... 4 more automakers added to "dieselgate" .... Billions of barrels of shale oil found in Golan Heights.

FRIDAY OPEN .... Market up 44/11/1. WTI over $49, Brent over $52 .... French airstrike destroyed ISIS training camp in Raqqah: France .... (stock #s in %) JUHL up 77. DSTI up 20. OOIL up 16. GPRC up 14. SENY up 13. PALAF up 11. CLNT, PSON up 9 .... LSCG down 16. WEST down 15 with report. PSPW down 14. ASTI down 11. BSRC down 10. ENZR down 9.

THURSDAY CLOSE .... Market up 138/19/17. WTI over $49, Brent over $53 .... Russian cruise missiles headed for Syria reportedly crashed in Iran .... Russia didn't notify US before launching first cruise missiles from Caspian .... Iran supreme leader banned any negotiations with US .... (stock #s in %) DPSM up 72 with volume. DSTI up 66. FNVRF up 38 with volume. WEST up 30. ENZR up 27. CCGI up 22. ABAT up 20. MKTY up 19. CLNT up 18. CBAK up 17 with volume. LSCG up 15. LYSDY up 10. GLBL up 9 .... JUHL down 43 after jump yesterday. WWPW down 42. CHGT down 27. PSON down 26, new low. BFRE down 22. CSGH down 18. BLSP down 14. AWSL down 13. OOIL down 12. ACPW down 2, new low.

CLEAN POWER WILL SAVE WORLD $1.8T BY '40: CITIBANK. CLIMATE CHANGE WILL COST WORLD $44T BY '60 UNLESS WE REIN IN EMISSIONS .... Bank of England governor: number of weather-related loss events has tripled since '80's. Avg losses $10B/yr in '80's up to $50B/yr in past decade .... EDF has new $1.25B green bond .... Wind powers 65% of Scot homes: WWF .... Total global corp funding for solar industry $6.2B in 3Q15, up from $5.9B in 2Q: Mercom capital. VC funding up to $257M in 3Q (15 deals) v. $142M in 2Q. 346 large-scale solar project announcements in 3Q totaling 11.7Gw .... New Zealand superfund to invest NZ$540M in Green Investment Bank .... China raised this year's solar target 30% .... California sinking 2"/mo from drought .... New Calif climate law: 50% clean/renewable el, double energy efficiency in existing buildings by '30 .... Key Calif reservoirs 24% full: report .... $100B fund to help poorer nations deal with climate change halfway there .... Warm waters causing 3rd global coral bleaching event on record: NOAA .... Maryland county banned lawn products over health concerns .... Poachers poisoned 14 elephants in Zimbabwe .... Greenpeace wants to buy German coal power plants to shut them down .... United Technologies, Siemens, 4 other comps working together on utility-scale power storage system using vanadium flow batt tech. Vionx Energy to market, service .... 1366 Technologies to build polysilicon wafer factory in NY. Eventual 3Gw/yr cap. $97M in state grants, incentives. 1K jobs. Initial $100M investment .... US crude inventories at new all-time high .... EIA projecting global oil demand to increase in '16 at fastest rate in 6 yrs .... Libya reopened major oil export terminal .... Kazakhstan now top uranium supplier for US nuke power plants .... Irish bookmaker: Hillary 11/8 odds to win presidency. Bush, Trump 9/2. Sanders, Biden, Rubio 8/1 .... Investments in new, expanded oil projects to be down 22.4% to $521B this year: OPEC. Down $130B from '14 .... Talen Energy selling NG power plant, 2 hydropower projects for $1.51B. Combined 996Mw. All in PA .... Brazil comp to invest $992M in 800Mw Brazil wind project .... E.ON Russia turned on 800Mw steam lignite coal unit in Russia .... Helena, MT homeowners now can borrow up to $12K from city for home alt energy systems .... SkyPower to invest $440M in 200Mw solar project in Djibouti. 4 phases .... Schneider El to build 50Mw solar plant in Sinai .... Statkraft (Norway) to build 35Mw wind farm in Scotland. Vestas turbines .... Scientists turning algae into biofuel at $50/bl.

THURSDAY OPEN .... Market down 6/33/6. WTI over $48, Brent over $52 .... $200T global debt .... German export slump most since '09 (VW not helping) .... (stock #s in %) DPSM up 44 with volume. FNVRF up 38 with volume. CCGI up 25. BFRE, OPTT, ZNNMF up 11. WEST, LYSDY up 10. PANL up 8 ..... JUHL down 43 from yesterday jump. DSTI down 16. CSGH down 15. AWSL down 13. PSON down 12. SUNE down 7 with news. TSLA down 3 more with news.

WEDNESDAY CLOSE .... Market up 122/42/16. WTI ~$48, Brent over $51. US natgas $2.49 .... Oil slump, China slowing dragging world econ to worst yr since '08: IMF .... Russia fired cruise missiles into Syria from ships offshore .... Over 2K militants surrendered to Syrian army last 24 hrs .... Iraq leaning toward Russia to fight ISIS for them .... (stock #s in %) JUHL up 122. WWPW up 73 with volume. CSGH up 23. LSCG, PSON up 17. AWSL up 15. WPRT up 14 with volume, news. NANX up 12 with news. FSYS, BFRE up 12. SUNE up 11 with volume, news. QTWW up 11. TERP, CBAK up 10 with volume. BWEN, PTOS up 10. FCEL up 9 with volume. BSRC up 9. AMSC, PANL up 8. GLBL up 7 ..... ASPW down 36. DPSM down 30. AXPW down 29, new low with volume, report. SENY down 22. XDSL down 16 with news. CCGI down 12. ASTI down 10. HQCL down 8 with volume, big intraday swing.

EU DEMAND FOR CLEAN/RENEWABLE POWER TO HIT 400TWH THIS YEAR .... Red Cross warning of famines exacerbated by climate change .... California on target for 50% clean/ren power by '30: report .... US university presidents pledging to incorporate climate resilience .... US methane emissions down 3rd year in row: EPA .... Korean economist elected to lead UN climate panel .... Frogs approaching mass extinction: study .... Unsafe tap water in Flint Mich. $15M savings plan gone awry .... DOE predicting lower winter fuel bills ....Charge for plastic bags in Britain .... Avg fuel econ of US pax fleet down .6 MPG in last year to 25.2 MPG .... Gulf spill cost BP total $53.8B .... Kurd oil exports up 27% in Sept to ~600Kb/d. Want to expand to 900K before yearend .... GL LNG planning $11B LNG export terminal in Louisiana .... VW diesel fixes to take a year. January start. Closed EPA lab could have caught fraud .... GE to spin off its new energy techs into one comp .... Almost half of Canadians oppose Keystone XL: poll .... 1.5Gw solar project announced in S Africa .... Solar Frontier supplying 14Mw for 2 Indiana projects. CIGS solar .... 4Gw solar power online in Australia at end of '14, 3.8Gw wind .... EU yieldcos raised $944M in 1H15 .... Panasonic now claims highest efficiency solar panel, beating out Solar City (SCTY) recent claim .... SkyPower doubling solar efforts in Kenya.

WEDNESDAY OPEN .... Market up 84/27/14. WTI over $49, Brent over $53 .... Growing emerging market risks: IMF .... (stock #s in %) OPTT up 17. LEOM up 16. AWSL, CSGH up 15. FSYS, PTOS, WPRT up 10. HMGLF up 9 with news. SUNE up 8 with news. AMSC up 8. FCEL up 7. TERP up 6 ..... AXPW down 28, new low with volume after report. XSNX down 17. XDSL down 16 with news. CHGT down 12. TSLA down 4 with downgrade.

TUESDAY CLOSE .... Market flat/mixed. WTI over $48, Brent $52. US natgas $2.47 .... Evidence mounting Russia using cluster bombs in Syria .... Belarus says no to Russia military base: report .... Venezuela GDP to drop 10% this year: IMF. Worst in world .... (stock #s in %) SENY up 34. CHGT up 24. HQCL up 17 with volume, news. BBLU up 17 with volume. CBAK up 15 with volume. CLNE up 12. PRXM up 11. AXPW, HYSR up 9. WNDW up 5 ..... LSCG down 21. OPTT down 18, new low with volume. ZNNMF down 16. LEOM down 13. OOIL down 11 with volume. AWSL down 11. BLSP, LYSDY, SKYS down 10. CCGI, MKTY down 9. LEDS down 7, new low.

WIND POWER NOW CHEAPEST POWER IN GERMANY, UK EVEN WITHOUT SUBSIDIES: BLOOMBERG .... Denmark on track for 35% clean/renewable power by '20 .... Germany pledging over $2B for clean/ren power in India .... Asia Development Bank $500M loan program for Indonesia. Price incentives for geothermal, biomass, small hydropower; energy efficiency market. About $800M potential private finance ... Africa could meet 20% of its power demand with clean/ren by '30: report .... Germany 3rd tender for 200Mw solar .... SkyPower $1B solar investment plan for Panama .... Goldman Sachs, 35 other comps making 100% clean/ren power target for their ops. "RE100". Infosys, Starbucks, Nike, P&G, Walmart among those onboard .... Chile to create largest marine park in Americas .... ~1/3 of cacti facing possible extinction .... Heavy rains killed over 100 in Guatemala, China, France. 9 dams breached in SC historic rains .... Dengue epidemics in SE Asia linked to high temps .... Historical record links warming with massive fires in Rockies .... Citigroup to slash coal industry funding .... Xcel to retire 2 coal power units in MN, accelerate carbon-cutting target .... ANZ Bank to limit A$10B over 5 yrs of coal industry lending to power plants emitting under 800kg/Mw .... India released offshore wind power development policy .... US oil rig count down 29 last week. Down 76 in last 6 weeks .... Last stretch of Statoil 300-mile natgas pipe crossing Arctic Circle completed. Over 4K ft below surf. Gas field holds est 175-300BCF .... BP to pay $20.8B to settle Gulf of Mex spill .... VW sued by WV over clean diesel cheat .... Kyocera withdrew solar patent suit v. Hanwha (HQCL) .... Suzlon to have 35% wind market share by FY16 .... Sun Edison (SUNE) cutting 15% of workforce in restructuring.

TUESDAY OPEN .... Market flat, mixed. WTI over $47, Brent over $50 .... IMF cut global growth forecast on commodities slump .... US trade deficit over $48B August .... German factory orders down August .... (stock #s in %) ALTI up 60. PRXM up 11. BSRC, MGPHF up 9. WNDW up 2, starting up again .... XDSL, ZNNMF down 16. CCGI, LEDS down 13. ASTI down 12. AWSL down 11. LYSDY down 10.

MONDAY CLOSE .... Market up 304/73/35. (Either headed back up or going to get a reverse "w" pattern to head lower). WTI over $46, Brent over $49. US natgas $2.46 .... (stock #s in %) XDSL up 50. ASTI up 46 with volume. AWSL up 40 with volume. PTOS up 33. JUHL up 21. XSNX up 16 with volume. BWEN up 16 after reporting. FCEL up 15 with volume. FTEK up 15 with volume after reporting. LYSDY up 15. ENPH up 14. EFOI up 13. AXAS, HQCL, LEOM, LTBR up 11. BBLU, CCGI, LMRMF up 10. CBAK up 9 with volume. CLNE, FSYS, ENOC up 9. OESX up 9 after reporting. SUNE up 9 with news. GLBL, SEDG up 8. WPRT up 8 with news ..... FNVRF down 31, new low with volume. WEST down 28, new low with volume. PSON down 11, new low. GTATQ, PRXM down 10. APGMF down 10, new low. ADES down 7, new low.

CLIMATE CHANGE TRACKING COULD LEAD TO $10T OF SAVINGS .... EIB issued new 400M Euro Climate Awareness Bond .... Alaska seeks Fed money to move village threatened by climate change .... N Dakota, Wyoming pushing for more time to deal with Clean Power Plan .... Calif PUC rejected PG&E plan to have ratepayers help pay $654M cost of network of 25K EV charging stations in north, central Cal .... Major progress by China to standardize EV charging stations .... Morocco pushed back deadline for 850Mw wind tender .... Nordex buying Acciona wind turbine unit for $880M cash, stock. Done deal in early '16 .... Ukraine to resume NG buys from Gazprom this fall.

MONDAY OPEN .... Market up 158/54/24. WTI over $46, Brent over $49. Sauds cut oil prices .... Russia, Turkey jets face off on Syria border .... Pacific rim trade agreement OK'd by nations. US ratification fight? .... (stock #s in %) AWSL, XDSL up 50. LSCG up 16. ZAAP up 14. FTEK, ASTI up 13. SUNE up 10. ERII, SZYM up 9. EFOI, FCEL up 8. PLUG up 7. VSLR, YLCO up 6. SPWR up 5 ..... FNVRF down 31. WEST down 18. VSPC down 12. XSNX down 10. CCTC down 9. ADES down 4, new low. ACPW down 3, new low.

HALF OF WORLD'S COAL NOT WORTH DIGGING UP: MOODY'S .... Texas regulator: crafting state plan to comply with EPA Clean Power Plan a "waste of time" .... Russia oil production up over 10.7Mb/d .... US crude, condensates production up 94Kb/d in July to 9.36M. Gain from Gulf of Mex .... Chile Ecopower OK'd to build 100Mw wind farm in Chile. To cost $250M .... ADB $500M for Indonesia energy security .... Malaysia re-tendering $181M waste-to-energy project .... 8 bids for 600Mw offshore wind farm Denmark.

FRIDAY CLOSE .... Market up 200/80/27. BIggest reversal in 4 yrs .... Iraq cut off wages, pension payments to folks in ISIS-held cities .... US, allies telling Russia to halt strikes on Syrian rebs, civilians .... (stock #s in %) ASPW up 93. ZNNMF up 23 with volume. CCTC up 19 with volume, up 22x from bottom. SUNE, HMGLF up 14. LEDS up 13 off new low. CSIQ up 12 with news. TERP up 12. ENPH up 11 with news. VSLR up 11. HQCL up 8. SCTY up 7 with news. FSLR up 6. SPWR up 5. GLBL, OESX up 2 off new lows. ASYS up 1 off new low ..... XDSL down 20. JUHL down 17. AWSL down 11. MYRG down 5, new low with volume.

NOAA DISCOVERED NEW SEAHORSE IN MARINE MONUMENT .... Enviros pushing to put Joshua Tree on endangered species list .... 30% of US national heritage sites at risk from mining, oil/gas drilling .... US Chemical Safety Board violated Sunshine Act with surprise vote: IG .... Johns Hopkins shut down black lung unit .... Michigan declared emergency over Flint lead levels.

GLOBAL SOLAR INSTALLS MAY BE UP 25-30% THIS YEAR V. '14 TO OVER 57GW .... US PV SOLAR MARKET EXPECTED TO EXCEED 60GW BY '22: HEXA .... DOI to outfit 4 Native American Nations with solar .... Solar City (SCTY) to start making 22% efficient solar panels this month. In Calif. Competing with Sunpower (SPWR) efficiency .

PHILIPPINES WANTS TO CUT CARBON EMISSIONS 70% BY '30 BUT NEEDS HELP .... Germany suspended FIT cuts .... Alberta Canada new energy plan wants to shut down coal power, clean up oil industry, switch to clean power ....

RISING TEMPS LEAD TO DECLINING BIRTH WEIGHTS: STUDY .... Zambia president blames climate change for "unprecedented" energy crisis ....

ITALY, BULGARIA GOING NO GMOs .... 2/3 of EU cropland, population ditching GMO crops .... Food comps urging govts to act on climate .... El Nino-related crop failures threatening millions of folks: Oxfam .... Fish, larvae moving as climate changes: NOAA .... US Supreme Court to hear moose hunter's hovercraft ban in national parks challenge. (Really?! The Supreme Court has nothing better to judge?! What the hecky hooey is this issue about?)

GIANT GEYSER ERUPTION SURPRISE IN YELLOWSTONE. (SURPRISE THIS - IF YELLOWSTONE VOLCANO BLOWS, KISS OUR PRESENT LIFE VAYA CON DIOS. CAN WE RELIEVE THE DANG MAGMA BUILDUP WITH GEOTHERMAL POWER PLANTS THERE? Like NOW? OR IS IT TOTALLY IN OUR LORD'S HANDS? Oy. Or not a prob?)

INDIA PLEDGED TO CUT GHG EMISSIONS 33-35% FROM '05 LEVELS, GET TO 40% CLEAN POWER BY '30. Their econ projected to grow ~7x in same time period. They ask for "tech transfers", aid from UN Green Climate Fund .... New EPA smog rule lowers ground ozone limit to 70 PPB from 75 set in '08. Weakest level recommended by scientists. (Another capitulation to fossil industry. Daddy oil bucks.) .... Collective nations' emissions cut pledges will reduce global warming to 6.3*F by 2100 v. 8.1* without: Climate Interactive. Nations pledged in '10 to limit warming to 3.6* .... Chaw on that, pards. Happy weekend. Onward and upward. More to come.

FRIDAY OPEN .... Market down 133/33/17. WTI under $45, Brent under $48 .... 142K new jobs Sept, wages down .... US factory orders down 1.7% Aug .... Taliban shot down US transport plane: Taliban .... (stock #s in %) ASPW up 93. WEST up 13 more ..... BLSP down 16. MYRG down 9, new low. OESX down 3, new low. ACPW down 2, new low. GLBL down 1, new low.

THURSDAY CLOSE .... Market flat/mixed. (TDA not even reporting Naz volume lately on top. But it's been picking up as I check previous days on bottom.) WTI ~$45, Brent ~$48. US natgas $2.47 .... Iran troops to join Syria war. NATO says Russia airstrikes in Syria "troubling". Russia has sent over 50 aircraft to Syria. And marines, paratroopers, special forces, helicopters, etc. Their airstrikes hit CIA-trained rebs. Sauds demanding Russia stop Syria airstrikes. Iraq says OK for Russia airstrikes on ISIS in Iraq .... Abbas: Palestinians no longer bound by pacts with Israel .... US auto sales up fastest in decade on SUVs, cheap cred, low gas .... $30 oil would stop US stripper wells .... (stock #s in %) WEST up 76. (Finally some response.) LYSDY up 19 with volume. ACFN up 15. BWEN up 13 with news. RNWEF up 12 with volume. VSPC up 11 with volume. EVSI up 11. RGSE up 10. TERP up 7. ASYS, NANO flat, new lows ..... CCGI down 13 with super volume. XSNX, ABAT down 11 with volume. ENZR down 11, new low. ASTI down 11. OPTT down 10, new low with volume. AWSL down 10. AMTX down 9. LMRMF down 8, new low with news. NTCXF down 7. ACPW down 5, new low with volume. GLBL down 5, new low. LEDS down 4, new low with volume. CLNT down 2, new low with volume.

GOVERNMENTS' CARBON EMISSIONS CUT PLEDGES COULD REIN IN GLOBAL WARMING BY UP TO 1*C BY 2100: CLIMATE ACTION TRACKER. But still 2.7*C rise. Temps now already 1.8*C warmer than pre-industrial age. Climate Interactive Group projects 3.5*C rise with current pledges .... Climate action now avoids over $300T of global damage/costs in future: study .... Global concentrated PV solar installed cap to increase from 282Mw in '14 to 1.3Gw by '20: Global Data .... SkyPower 150Mw solar deal in India. Also to build $440M of solar in Djibouti .... Mexico auctioned 5 oil/gas blocks. Awarded 3. Better than last auction .... Toxic algae in near 2/3 of Ohio R. last 5 weks. Challenging water utilities .... EPA finalized 2 rules to protect poorest of population from toxic substances .... China expects to miss '15 target for offshore wind projects .... Fed judge ruled BLM lacks authority to regulate fracking on public lands. (It's BLM-managed land, what the hell?) .... NextEra Energy to invest $100M in energy storage systems over next year to back up its solar, wind plants .... Sumitomo to build 50Mw wood biomass plant in Japan .... SoftBank unit to build 14Mw solar plant in Japan.

THURSDAY OPEN .... Market down 103/18/3. WTI over $46, Brent over $49 .... US manufacturing down .... China factory gauge stabilized .... Afghan forces retook city from Taliban. Taliban denies .... (stock #s in %) LYSDY up 19. CABN up 12. RNWEF up 12 with volume. TERP up 8 .... BFRE down 13. QTMM down 12. VSPC down 11 with news. AWSL, SEDG down 10. CLNT down 7, new low. SENY down 4, new low. TSLA down 3 with news. ACPW down 1, new low.