WTI under $42, Brent under $45. US natgas $2.23.
IMF giving yuan reserve status; joins dollar, euro, pound, yen.
Climate finance programs got $41B of pledges in day 1 of Paris.
Iraq has sufficient forces to fight ISIS: Iraq PM. (Yea?)
(stock #s in %):
LEOM up 26 with news, up 10x from year bottom. PTOS up 23. PEIX up 21 with volume. (Value investing v. hatred of corn-based ethanol and EPA to raise blending limits?) ABGB up 19 with volume on rebound. PRHL up 17 with heavy volume. AXPW up 16. AMTX up 16 with volume. ENZR up 15 with volume. CHGT up 14. CCGI up 12. ABAT up 10. AMSC up 9. WATT up 8. AMRS up 7. WNDW up 2 with volume.
BLQN down 31, still up 3x off year bottom. GPHBF down 30, new low with heavy volume. PSON down 21 with volume. GTATQ down 17. OOIL down 16 with heavy volume. ACFN, AWSL down 9. GLBL down 8, new low. ASTI down 7. BLDP down 6 with volume. NTCXF down 6, new low with volume. SUNE down 5.
Monday, November 30, 2015
PARIS CLIMATE TALKS OPENED .... 63% OF AMERICANS WANT US TO JOIN CLIMATE CHANGE PACT .... BILL GATES PLEDGING $2B OF HIS OWN
63% of Americans want US in climate change pact: NYT/CBS poll. 75% said global warming already having significant impact or will in future.
Nations' GHG emissions cuts pledges to date will still leave emissions in '30 same as now, global temps up to 3*C higher than pre-industrial levels: analysts.
Bill Gates pledged $2B of his own to clean energy R&D initiative. He likes solar chem tech, flow batts, solar paint. All ~10 yrs away from market.
Dubai to make rooftop solar mandatory by '30. Targeting 75% clean/ren powergen by '50. $13.6B est. cost. 7% by '20, 25% by '30.
Israel to open office for clean/ren power in Abu Dhabi.
US, China, India, Saudi Arabia, over a dozen more countries to pledge $20B more clean power spending.
Accurate US Clean Power Plan cost estimates years away: experts.
Big German banks, insurers divesting coal assets.
Morgan Stanley, Wells Fargo cutting coal financing.
Unilever pledging to phase out coal, be carbon positive by '30.
Beijing proposing 40-50% emissions cuts for all vehicles, heavy motors. Dec '17 start.
PG&E to invest $2.5B in geothermal powergen.
Germany, Norway, Sweden, Switzerland, World Bank $500M initiative to find new ways to create incentives for large-scale GHG emissions cuts in developing countries.
Closed Loop Fund - backed by 9 major comps - making loans to local govts, comps to build recycling infrastructure.
Germany backtracking on ending solar batt subsidies at yearend.
Canadian Solar (CSIQ) unit 157Mw solar project in Texas.
US oil production holding at ~9.2Mb/d.
VW diesel fix will meet EU emissions standards, but not US'.
New power grid online in N Laos.
Crimea still in dark from power line bombing. Russia began restricting coal supplies to Ukraine on Friday. Ukraine has 1 month reserve for power plants. Russia also halted NG supplies for Ukraine. Ukraine will still transmit NG through to Europe.
4.5 earthquake in Oklahoma today.
American scientists groups to House Science Committee: grow up.
Nations' GHG emissions cuts pledges to date will still leave emissions in '30 same as now, global temps up to 3*C higher than pre-industrial levels: analysts.
Bill Gates pledged $2B of his own to clean energy R&D initiative. He likes solar chem tech, flow batts, solar paint. All ~10 yrs away from market.
Dubai to make rooftop solar mandatory by '30. Targeting 75% clean/ren powergen by '50. $13.6B est. cost. 7% by '20, 25% by '30.
Israel to open office for clean/ren power in Abu Dhabi.
US, China, India, Saudi Arabia, over a dozen more countries to pledge $20B more clean power spending.
Accurate US Clean Power Plan cost estimates years away: experts.
Big German banks, insurers divesting coal assets.
Morgan Stanley, Wells Fargo cutting coal financing.
Unilever pledging to phase out coal, be carbon positive by '30.
Beijing proposing 40-50% emissions cuts for all vehicles, heavy motors. Dec '17 start.
PG&E to invest $2.5B in geothermal powergen.
Germany, Norway, Sweden, Switzerland, World Bank $500M initiative to find new ways to create incentives for large-scale GHG emissions cuts in developing countries.
Closed Loop Fund - backed by 9 major comps - making loans to local govts, comps to build recycling infrastructure.
Germany backtracking on ending solar batt subsidies at yearend.
Canadian Solar (CSIQ) unit 157Mw solar project in Texas.
US oil production holding at ~9.2Mb/d.
VW diesel fix will meet EU emissions standards, but not US'.
New power grid online in N Laos.
Crimea still in dark from power line bombing. Russia began restricting coal supplies to Ukraine on Friday. Ukraine has 1 month reserve for power plants. Russia also halted NG supplies for Ukraine. Ukraine will still transmit NG through to Europe.
4.5 earthquake in Oklahoma today.
American scientists groups to House Science Committee: grow up.
MONDAY OPEN .... MARKET DOWN 8/4/3
WTI over $42, Brent over $45.
India growth exceeded estimates.
US moving toward setting up yuan trading, clearing in US.
(stock #s in %):
AWSL up 27. WEST up 21. PRHL up 18 with heavy volume. ENZR up 16. ACFN, HMGLF up 9. WATT up 5. VWDRY up 1, new high.
BSRC down 20, still up 16x from year's bottom. XSNX down10. GTATQ, OOIL down 9. PSON down 8. NTCXF down 3, new low.
India growth exceeded estimates.
US moving toward setting up yuan trading, clearing in US.
(stock #s in %):
AWSL up 27. WEST up 21. PRHL up 18 with heavy volume. ENZR up 16. ACFN, HMGLF up 9. WATT up 5. VWDRY up 1, new high.
BSRC down 20, still up 16x from year's bottom. XSNX down10. GTATQ, OOIL down 9. PSON down 8. NTCXF down 3, new low.
Sunday, November 29, 2015
ISIS MOVING INTO LIBYA .... RUSSIAN FIGHTER OUT OF SYRIA ENTERED ISRAELI AIRSPACE
Russia has pledged to reduce GHG emissions 25-30% by '30 from '90 levels. But '90 levels so high Russia could increase emissions about 40% from current levels and still meet pledge. '90 was baseline for Kyoto in '97. Russia world's 4th largest emitter after China, US, India. Over 2 gigatons per year. In '14, Russia postponed national funding for clean/renewable power until '24.
4M folks worldwide die each year from effects of cooking over wood fires.
10 yrs ago fossil fuels provided 87% of world's primary energy. It's still 87% today: BP.
Bill Gates investing up to $2B in a new clean power partnership between US, India.
Rapid plankton growth in N Atlantic a sign of CO2 loading.
Paris climate talks will emit 300K tons of CO2.
Judge ruled against 13-year-old who took N Carolina to court over climate change.
4M folks worldwide die each year from effects of cooking over wood fires.
10 yrs ago fossil fuels provided 87% of world's primary energy. It's still 87% today: BP.
Bill Gates investing up to $2B in a new clean power partnership between US, India.
Rapid plankton growth in N Atlantic a sign of CO2 loading.
Paris climate talks will emit 300K tons of CO2.
Judge ruled against 13-year-old who took N Carolina to court over climate change.
Friday, November 27, 2015
FRIDAY CLOSE .... MARKET FLAT/MIXED. OPTIONS FRIDAY.
WTI under $42, Brent $45. US natgas $2.21.
NYSE delisted National Bank of Greece after stock collapse.
Japan unemployment at 20-year low.
Iran OK'd to ship its enriched uranium to Russia.
(stock #s in %):
ZAAP up 11. WNDW up 8 with volume. GLBL, RBCN up 7. GPRC up 5 with volume, up 9x from 12-month bottom. SLTD up 4. VWDRY up 2, new high.
ABGB down 25, new low with heavy volume, news. LEOM down 17. LMRMF down 15. NTCXF down 14, new low with heavy volume. LYSDY down 13. AWSL down 12. VSPC down 11. ABAT down 10. URRE down 8, new low with volume. GPHBF down 7, new low. BYDDF down 6 with volume.
NYSE delisted National Bank of Greece after stock collapse.
Japan unemployment at 20-year low.
Iran OK'd to ship its enriched uranium to Russia.
(stock #s in %):
ZAAP up 11. WNDW up 8 with volume. GLBL, RBCN up 7. GPRC up 5 with volume, up 9x from 12-month bottom. SLTD up 4. VWDRY up 2, new high.
ABGB down 25, new low with heavy volume, news. LEOM down 17. LMRMF down 15. NTCXF down 14, new low with heavy volume. LYSDY down 13. AWSL down 12. VSPC down 11. ABAT down 10. URRE down 8, new low with volume. GPHBF down 7, new low. BYDDF down 6 with volume.
MORE FREQUENT NATURAL DISASTERS LINKED TO GREATER TEMP, RAINFALL EXTREMES: ASIA DEVELOPMENT BANK.
If global GHG emissions continue to rise, frequency of floods, storms could double in 17 years: ADB study. Southeast Asia could be most affected.
Year's worth of rain fell early this week in Qatar, floods in Saudi Arabia.
Japan satellite found high concentrations of man-made methane emissions in China, India in '09-'12. Also high areas of concentrations from human sources in Pakistan, Brazil, US, Russia.
Japan to boost support to help developing countries tackle climate change to $10.6B/yr by '20. 30% more than current giving.
New Canada leadership raising climate change to top of political agenda.
Ontario wants to cut GHG emissions 80% from '90 levels by '50. 15% cut by '20.
Bill Gates to unveil world's largest clean power fund start on Monday in Paris.
Canadian Solar (CSIQ) 112Mw module supply deal with Sunrun.
Nissan EVs will be for mass market: CEO.
Greencoat fund bought 30Mw Scot wind farm for $128M. (Double going rate to build farms?!)
EPA revoked OK for Dow herbicide for GMO crops.
Softbank, Mitsui turning on 111Mw solar farm in Japan Dec 1.
Sun Asia Energy to invest $120M for Cebu's largest solar plant.
IDBI Bank raised $350M in green bond proceeds. Eyeing $2B of green investments.
Credit Agricole pledged 2B euros for green bond.
ACCIONA 66Mw wind project in Brazil.
UPC closed finance on 120Mw wind project in Morocco.
Year's worth of rain fell early this week in Qatar, floods in Saudi Arabia.
Japan satellite found high concentrations of man-made methane emissions in China, India in '09-'12. Also high areas of concentrations from human sources in Pakistan, Brazil, US, Russia.
Japan to boost support to help developing countries tackle climate change to $10.6B/yr by '20. 30% more than current giving.
New Canada leadership raising climate change to top of political agenda.
Ontario wants to cut GHG emissions 80% from '90 levels by '50. 15% cut by '20.
Bill Gates to unveil world's largest clean power fund start on Monday in Paris.
Canadian Solar (CSIQ) 112Mw module supply deal with Sunrun.
Nissan EVs will be for mass market: CEO.
Greencoat fund bought 30Mw Scot wind farm for $128M. (Double going rate to build farms?!)
EPA revoked OK for Dow herbicide for GMO crops.
Softbank, Mitsui turning on 111Mw solar farm in Japan Dec 1.
Sun Asia Energy to invest $120M for Cebu's largest solar plant.
IDBI Bank raised $350M in green bond proceeds. Eyeing $2B of green investments.
Credit Agricole pledged 2B euros for green bond.
ACCIONA 66Mw wind project in Brazil.
UPC closed finance on 120Mw wind project in Morocco.
FRIDAY OPEN .... MARKET DOWN 26/.6/2
WTI under $42, Brent under $46.
UK GDP up .5%.
More ECB stimulus expected.
China brokerages probed.
Russia embargo on Turkey tourism over downed fighter.
(stock #s in %):
BFRE up 23. ZNNMF up 13. ZAAP up 11. CSUN up 8. SKYS up 7. OLED up 6, retopping with news. WNDW up 5. SCTY, SUNE up 4.
ABGB down 28, new low with news. VSPC down 26. LMRMF down 20. NTCXF down 14, new low with heavy volume, news. LYSDY down 10. GPHBF down 9, new low. ABAT, OOIL down 8. CHGT down 5, new low.
UK GDP up .5%.
More ECB stimulus expected.
China brokerages probed.
Russia embargo on Turkey tourism over downed fighter.
(stock #s in %):
BFRE up 23. ZNNMF up 13. ZAAP up 11. CSUN up 8. SKYS up 7. OLED up 6, retopping with news. WNDW up 5. SCTY, SUNE up 4.
ABGB down 28, new low with news. VSPC down 26. LMRMF down 20. NTCXF down 14, new low with heavy volume, news. LYSDY down 10. GPHBF down 9, new low. ABAT, OOIL down 8. CHGT down 5, new low.
Wednesday, November 25, 2015
WEDNESDAY CLOSE .... MARKET FLAT/MIXED
WTI over $43, Brent over $46. US natgas $2.21.
Russia putting anti-aircraft missiles into Syria that can shoot over 100 miles into Turkey. (Turkey gets a lot of natgas from Russia.)
Brazil banking blowup with Petrobras debacle.
(stock #s in %):
LEOM up 37, up 10x from year bottom. WEST up 26. PSON up 26 with volume. LYSDY up 20 with volume, up 5x off bottom. LMRMF up 18. AMTX up 9 with volume. LEDS up 9. ABAT, NFEC, RGSE up 8. SKYS up 7. OLED up 7 with heavy volume. WATT, PLUG up 6. GPRC up 6 with heavy volume, up 8x off bottom. TSLA up 5 with news. WNDW up 3.
ABGB down 49, new low with heavy volume, news. GLBL down 21, new low with heavy volume. SUNE down 21 with heavy volume, downgrade. TERP down 17, new low with heavy volume, news. CCGI down 13. PRHL down 12 with volume. GPHBF down 10, new low with volume. ZAAP down 9. CHGT down 7, new low.
Russia putting anti-aircraft missiles into Syria that can shoot over 100 miles into Turkey. (Turkey gets a lot of natgas from Russia.)
Brazil banking blowup with Petrobras debacle.
(stock #s in %):
LEOM up 37, up 10x from year bottom. WEST up 26. PSON up 26 with volume. LYSDY up 20 with volume, up 5x off bottom. LMRMF up 18. AMTX up 9 with volume. LEDS up 9. ABAT, NFEC, RGSE up 8. SKYS up 7. OLED up 7 with heavy volume. WATT, PLUG up 6. GPRC up 6 with heavy volume, up 8x off bottom. TSLA up 5 with news. WNDW up 3.
ABGB down 49, new low with heavy volume, news. GLBL down 21, new low with heavy volume. SUNE down 21 with heavy volume, downgrade. TERP down 17, new low with heavy volume, news. CCGI down 13. PRHL down 12 with volume. GPHBF down 10, new low with volume. ZAAP down 9. CHGT down 7, new low.
HOTTEST 5-YEAR PERIOD ON RECORD '11-'15: WORLD METEOROLOGICAL ORG .... '15 LIKELY TO BE HOTTEST EVER ON RECORD: UN
Warming oceans create longer-lasting dead zones: study.
California school texts convey climate change as debatable.
China built more clean/renewable power in last 5 yrs than US, Europe combined.
Sun Edison (SUNE) sold 425Mw of solar projects in India to GLBL for $231M.
Atlanta to install solar on 28 muni buildings.
Philippines, other Asian countries plan to rely more on coal.
$10M of ARPA-E $125M recent grants went to advance grid-scale energy storage techs.
Abengoa (ABGB) seeking protection from creditors. ~9B euros of debt. Stock implosion today.
City of Las Vegas plans total clean muni power except for Strip. Deal with NV Energy (building 100Mw solar plant in Boulder City).
Colombia, Venezuela to import natgas for powergen starting next year.
Diesel refits "technically, mechanically, financially manageable": VW.
200Mw wind project OK'd in Argentina. $425M investment financed by China. 18 month buildout.
Mauritania commissioned 30Mw wind plant, infra. $51M.
$412B of planned fossil fuel projects may never be viable in US alone: Carbon Tracker.
Over 1/2 of world's primates face extinction: experts.
Alaska buying major stake in North Slope LNG project.
Car dealers reluctant to sell EVs: customers. (New tech always hard to accept, especially when large investment.)
California school texts convey climate change as debatable.
China built more clean/renewable power in last 5 yrs than US, Europe combined.
Sun Edison (SUNE) sold 425Mw of solar projects in India to GLBL for $231M.
Atlanta to install solar on 28 muni buildings.
Philippines, other Asian countries plan to rely more on coal.
$10M of ARPA-E $125M recent grants went to advance grid-scale energy storage techs.
Abengoa (ABGB) seeking protection from creditors. ~9B euros of debt. Stock implosion today.
City of Las Vegas plans total clean muni power except for Strip. Deal with NV Energy (building 100Mw solar plant in Boulder City).
Colombia, Venezuela to import natgas for powergen starting next year.
Diesel refits "technically, mechanically, financially manageable": VW.
200Mw wind project OK'd in Argentina. $425M investment financed by China. 18 month buildout.
Mauritania commissioned 30Mw wind plant, infra. $51M.
$412B of planned fossil fuel projects may never be viable in US alone: Carbon Tracker.
Over 1/2 of world's primates face extinction: experts.
Alaska buying major stake in North Slope LNG project.
Car dealers reluctant to sell EVs: customers. (New tech always hard to accept, especially when large investment.)
WEDNESDAY OPEN .... MARKET UP 14/13/1
WTI ~$42, Brent over $45.
Russia cut off natgas to Ukraine as payments end.
US biz spending, durable goods orders up.
(stock #s in %):
WEST up 53. LMRMF, LYSDY up 14. GPRC up 13 with volume, up 9x from 12-mo bottom. OOIL up 10. LEOM up 9, up 8x from 12m bottom. PLUG up 8. WNDW up 5. TSLA up 4 with news.
ABGB down 45, new low with news. (Financial trouble.) TERP down 15, new low. XDSL down 12, back on bottom. GLBL, SUNE down 10. ACFN down 9 with volume. YLCO down 2, new low.
Russia cut off natgas to Ukraine as payments end.
US biz spending, durable goods orders up.
(stock #s in %):
WEST up 53. LMRMF, LYSDY up 14. GPRC up 13 with volume, up 9x from 12-mo bottom. OOIL up 10. LEOM up 9, up 8x from 12m bottom. PLUG up 8. WNDW up 5. TSLA up 4 with news.
ABGB down 45, new low with news. (Financial trouble.) TERP down 15, new low. XDSL down 12, back on bottom. GLBL, SUNE down 10. ACFN down 9 with volume. YLCO down 2, new low.
Tuesday, November 24, 2015
TUESDAY CLOSE .... MARKET UP 19/FLAT/2
WTI over $42, Brent $46. US natgas $2.19.
State of emergency in Tunisia after presidential detail bombed.
Russian copter downed in Syria after jetfighter.
Japan, Germany manufacturing up.
Bank of America: S&P to hit 3,500 by '25. (Yep, invest for the long term if you can figure out the winners.)
(stock #s in %):
SUNE up 37 with heavy volume, news. (Yep, I mentioned it days ago.) WEST, AWSL up 25. QTWW up 12 with volume. OOIL up 12. SRWRF, PSPW, BSRC up 11. LYSDY up 11 with news. GPRE up 8. EFOI, ELON up 6. SPWR up 4. CREE up 3, up 30% off recent bottom.
WWPW down 23. LSCG down 21 with heavy volume. XDSL down 20 with volume. CERE, NFEC down 17. BFRE down 16 with heavy volume. JUHL down 13. AXPW down 11. ENZR, MKTY, ZNNMF down 10. GPHBF down 10, new low. CSUN down 9, new low with heavy volume. ABAT down 8 with volume. WNDW down 4 with heavy volume.
State of emergency in Tunisia after presidential detail bombed.
Russian copter downed in Syria after jetfighter.
Japan, Germany manufacturing up.
Bank of America: S&P to hit 3,500 by '25. (Yep, invest for the long term if you can figure out the winners.)
(stock #s in %):
SUNE up 37 with heavy volume, news. (Yep, I mentioned it days ago.) WEST, AWSL up 25. QTWW up 12 with volume. OOIL up 12. SRWRF, PSPW, BSRC up 11. LYSDY up 11 with news. GPRE up 8. EFOI, ELON up 6. SPWR up 4. CREE up 3, up 30% off recent bottom.
WWPW down 23. LSCG down 21 with heavy volume. XDSL down 20 with volume. CERE, NFEC down 17. BFRE down 16 with heavy volume. JUHL down 13. AXPW down 11. ENZR, MKTY, ZNNMF down 10. GPHBF down 10, new low. CSUN down 9, new low with heavy volume. ABAT down 8 with volume. WNDW down 4 with heavy volume.
EXTREME WEATHER LINKED TO OVER 600K DEATHS WORLDWIDE OVER 2 DECADES: REPORT. DISASTER FREQUENCY DOUBLED OVER SAME TIME.
New goals for reducing GHG emissions of US Fed agencies.
Ukraine halted cargo traffic to Crimea after power line destruction.
Global biofuels share of transportation fuels 3% in '13. Under current policies, projected to be 4% in '25, 5% in '40. With more aggressive policies, projected to be 7% in '25, 18% in '40. (Do we want lower food prices and less world starvation or biofuels?)
$25B to dismantle UK North Sea oil production facilities over next decade. 79 of 470 platforms forecast for removal.
Maersk Oil OK'd to start oil development in Kurd Iraq.
Asia Development Bank loaning over $1B to help Pakistan address chronic power shortages.
Africa oil production down 19% from '08 peak of 10.2Mb/d.
Tullow Oil found no oil/gas worth further exploration at Kenya well.
Liberia awarded oil/gas block offshore. Exxon plans to start drilling in '16 or early '17.
Argentina shale basin could see production double by '18.
Shell's new deepwater Gulf of Mex find could exceed 100M bls potential.
37 N American oil/gas producers filed bankruptcy so far in '15. $13B debt.
Up to 1.34Mb/d could be produced from US Atlantic offshore basin by '35: industry group.
Wind now 4.4% of US powgen mix. 65Gw as of '14. Over 13Gw in construction.
Researchers extracting hydrogen from methane without CO2 byproduct. Solid black carbon byproduct.
Sun Edison (SUNE) selling 425Mw solar in India to Terra Form Global (GLBL).
BLM charges solar plant owners $16.50 to up to thousands/acre. Charges oil/gas leases $2/acre. (Go figure. The United States of Oil and Gas.)
Ontario grid operator awarded contracts for 9 energy storage projects, total near 17Mw, to 5 comps. Batts, compressed air systems.
Finance found for 25Mw waste-to-power plant in UK. Over $300M cost. $300M would buy up to 100Mw solar.
Haynesville shale NG field unable to break even at current prices.
Iran agreed to redesign Arak reactor to not produce plutonium for weapons. (O, yea, but US just gave Iran the bomb: Republicans. Follow the facts, folks. Please. And verify.)
US utility industry ramped up grid reliability spending ~25% in '15 to over $100B.
Iran, Russia, Azerbaijan power grid synchronization plan.
50Mw wind farm to turn on in Uruguay. $120M. Gamesa turbines. $64M US Export-Import Bank loan.
Kazakhstan to develop over 3Gw clean/renewable power by '20.
Floating wind project a go in Scotland after spurned by Maine governor. (Yep, Republican.)
Google buying 61Mw more solar for data center.
Blue Origin landed its rocket ship.
Court tossed truckers' challenge to California GHG rules.
5 US states, D.C. launched market-based emissions initiative.
Unclog traffic jams to cut GHG emissions: study. (That was a tough one to verify I bet. How much did taxpayers pay for that study?)
France beefing up water system ahead of climate summit.
Corp money fuels public opinion divide over climate: study. (Another of those fancy schmancy studies that cost taxpayers money to get obvious fact. Guess which corps predominate in financing divide.)
ARPA-E $125M more doled out. (Well, hopefully for some more breakthroughs.)
Ukraine halted cargo traffic to Crimea after power line destruction.
Global biofuels share of transportation fuels 3% in '13. Under current policies, projected to be 4% in '25, 5% in '40. With more aggressive policies, projected to be 7% in '25, 18% in '40. (Do we want lower food prices and less world starvation or biofuels?)
$25B to dismantle UK North Sea oil production facilities over next decade. 79 of 470 platforms forecast for removal.
Maersk Oil OK'd to start oil development in Kurd Iraq.
Asia Development Bank loaning over $1B to help Pakistan address chronic power shortages.
Africa oil production down 19% from '08 peak of 10.2Mb/d.
Tullow Oil found no oil/gas worth further exploration at Kenya well.
Liberia awarded oil/gas block offshore. Exxon plans to start drilling in '16 or early '17.
Argentina shale basin could see production double by '18.
Shell's new deepwater Gulf of Mex find could exceed 100M bls potential.
37 N American oil/gas producers filed bankruptcy so far in '15. $13B debt.
Up to 1.34Mb/d could be produced from US Atlantic offshore basin by '35: industry group.
Wind now 4.4% of US powgen mix. 65Gw as of '14. Over 13Gw in construction.
Researchers extracting hydrogen from methane without CO2 byproduct. Solid black carbon byproduct.
Sun Edison (SUNE) selling 425Mw solar in India to Terra Form Global (GLBL).
BLM charges solar plant owners $16.50 to up to thousands/acre. Charges oil/gas leases $2/acre. (Go figure. The United States of Oil and Gas.)
Ontario grid operator awarded contracts for 9 energy storage projects, total near 17Mw, to 5 comps. Batts, compressed air systems.
Finance found for 25Mw waste-to-power plant in UK. Over $300M cost. $300M would buy up to 100Mw solar.
Haynesville shale NG field unable to break even at current prices.
Iran agreed to redesign Arak reactor to not produce plutonium for weapons. (O, yea, but US just gave Iran the bomb: Republicans. Follow the facts, folks. Please. And verify.)
US utility industry ramped up grid reliability spending ~25% in '15 to over $100B.
Iran, Russia, Azerbaijan power grid synchronization plan.
50Mw wind farm to turn on in Uruguay. $120M. Gamesa turbines. $64M US Export-Import Bank loan.
Kazakhstan to develop over 3Gw clean/renewable power by '20.
Floating wind project a go in Scotland after spurned by Maine governor. (Yep, Republican.)
Google buying 61Mw more solar for data center.
Blue Origin landed its rocket ship.
Court tossed truckers' challenge to California GHG rules.
5 US states, D.C. launched market-based emissions initiative.
Unclog traffic jams to cut GHG emissions: study. (That was a tough one to verify I bet. How much did taxpayers pay for that study?)
France beefing up water system ahead of climate summit.
Corp money fuels public opinion divide over climate: study. (Another of those fancy schmancy studies that cost taxpayers money to get obvious fact. Guess which corps predominate in financing divide.)
ARPA-E $125M more doled out. (Well, hopefully for some more breakthroughs.)
TUESDAY OPEN .... MARKET DOWN 90/30/9
WTI over $43, Brent over $46.
Putin on spot after Turkey shot down jet fighter.
US GDP up 2.1% in 3Q.
(stock #s in %):
AWSL up 25. OPTT up 18 with volume. BSRC up 11. LYSDY up 7, new high. SUNE up 6 with news. WNDW up 5.
WWPW down 23. LSCG down 21. CERE down 16. ADES down 14. SKYS down 8 after reporting. ASTI down 8. PSON down 5, new low. ASYS down 2, new low. NTCXF down 1, new low.
Putin on spot after Turkey shot down jet fighter.
US GDP up 2.1% in 3Q.
(stock #s in %):
AWSL up 25. OPTT up 18 with volume. BSRC up 11. LYSDY up 7, new high. SUNE up 6 with news. WNDW up 5.
WWPW down 23. LSCG down 21. CERE down 16. ADES down 14. SKYS down 8 after reporting. ASTI down 8. PSON down 5, new low. ASYS down 2, new low. NTCXF down 1, new low.
Monday, November 23, 2015
MONDAY CLOSE .... MARKET DOWN 31/2/2
WTI under $42, Brent ~$45. US natgas $2.21.
Greece aid infusion.
(stock #s in %):
ADES up 63 with heavy volume. BLQN up 46. XDSL up 25. OPTT up 25 with heavy volume. CERE up 19 with volume after reporting. SATCQ up 16. VSPC, OOIL up 12. SENY up 11. NFEC up 11 with volume. SKYS up 10. CCGI up 9. CREG up 8 with volume. GEVO up 7, new low with volume. SUNE, WNDW up 6 with volume, news. SLTD up 5 with heavy volume after guidance report. FCSMF up 4 with heavy volume after new low.
PTOS down 23. AWSL down 20. AMLM down 17. GPHBF down 15, new low with news. CDTI down 14, new low with news. RNWEF down 13. ABAT down 12. XSNX down 10. TERP down 9 with heavy volume on downgrade. RBCN down 8, new low with volume. ASYS down 3, back on bottom. LYTS down 2 after new high. URRE down 1, new low. PEIX down .7, new low.
Greece aid infusion.
(stock #s in %):
ADES up 63 with heavy volume. BLQN up 46. XDSL up 25. OPTT up 25 with heavy volume. CERE up 19 with volume after reporting. SATCQ up 16. VSPC, OOIL up 12. SENY up 11. NFEC up 11 with volume. SKYS up 10. CCGI up 9. CREG up 8 with volume. GEVO up 7, new low with volume. SUNE, WNDW up 6 with volume, news. SLTD up 5 with heavy volume after guidance report. FCSMF up 4 with heavy volume after new low.
PTOS down 23. AWSL down 20. AMLM down 17. GPHBF down 15, new low with news. CDTI down 14, new low with news. RNWEF down 13. ABAT down 12. XSNX down 10. TERP down 9 with heavy volume on downgrade. RBCN down 8, new low with volume. ASYS down 3, back on bottom. LYTS down 2 after new high. URRE down 1, new low. PEIX down .7, new low.
STATES HAVE MANDATORY DUTY TO PRESERVE, PROTECT, ENHANCE AIR QUALITY FOR CURRENT AND FUTURE GENERATIONS: WASHINGTON STATE JUDGE.
Judge also said scientific evidence is clear that current rates of emissions reductions mandated by Washington State can't ensure survival of an environment in which youth can grow to adulthood safely.
Public approval of EPA down: poll. (Why is this so dam political? Do people want clean environment or not?! Does anyone think it's clean enough?)
Less smog will cause more Arctic ice melt: study. (More clear sunlight will hit ice.)
Toxic mud in Brazil reaching Atlantic.
Deforestation may threaten majority of Amazon tree species: study. 1/2 of Amazon trees at risk of extinction.
Alberta, Canada plans carbon tax, wants to phase out coal power by '30.
VW diesel emissions issue now affecting 75K more vehicles.
Utility dropped proposed renewables fees for Montana customers.
Indonesia to make green finance compulsory for banks by '18. Also rules to restrict lending to enviro damaging projects.
NY governor calling for 50% clean/renewable power by '30.
3 Northern White Rhinos still alive in world.
Climate change to blame for Syrian war: Prince Charles.
Coal comps don't report all black lung cases: study.
US oil rig count down 10 in last week.
Iran deactivated 4,530 centrifuges in month ending Nov 15. Should be finished by mid-Jan. Also has to get ~17K lbs of enriched uranium out of its stocks. (O, yea, but ... Republicans and Netanyahu say Obama has given Iran the bomb. Facts are hard things to admit sometimes.)
US approved sale of $1.3B of smart bombs to Sauds to continue bombing in Yemen.
Mercedes-led consortium to create world's largest grid storage facility in Germany using used batts. 13Mw. (80% of batt capacity left.)
Caracas accusing US of oil industry sabotage. Iran imprisoned US "spy".
Egypt, Russia deal to build 4-reactor nuke power plant in Egypt. Online in '22. Russia construction loan.
China General Nuclear Power Group plans to become largest solar power distribution entity in France.
'16 Chevy Volt voted Green Car of Year at LA auto show.
Lanco to build 100Mw solar cell factory.
Public approval of EPA down: poll. (Why is this so dam political? Do people want clean environment or not?! Does anyone think it's clean enough?)
Less smog will cause more Arctic ice melt: study. (More clear sunlight will hit ice.)
Toxic mud in Brazil reaching Atlantic.
Deforestation may threaten majority of Amazon tree species: study. 1/2 of Amazon trees at risk of extinction.
Alberta, Canada plans carbon tax, wants to phase out coal power by '30.
VW diesel emissions issue now affecting 75K more vehicles.
Utility dropped proposed renewables fees for Montana customers.
Indonesia to make green finance compulsory for banks by '18. Also rules to restrict lending to enviro damaging projects.
NY governor calling for 50% clean/renewable power by '30.
3 Northern White Rhinos still alive in world.
Climate change to blame for Syrian war: Prince Charles.
Coal comps don't report all black lung cases: study.
US oil rig count down 10 in last week.
Iran deactivated 4,530 centrifuges in month ending Nov 15. Should be finished by mid-Jan. Also has to get ~17K lbs of enriched uranium out of its stocks. (O, yea, but ... Republicans and Netanyahu say Obama has given Iran the bomb. Facts are hard things to admit sometimes.)
US approved sale of $1.3B of smart bombs to Sauds to continue bombing in Yemen.
Mercedes-led consortium to create world's largest grid storage facility in Germany using used batts. 13Mw. (80% of batt capacity left.)
Caracas accusing US of oil industry sabotage. Iran imprisoned US "spy".
Egypt, Russia deal to build 4-reactor nuke power plant in Egypt. Online in '22. Russia construction loan.
China General Nuclear Power Group plans to become largest solar power distribution entity in France.
'16 Chevy Volt voted Green Car of Year at LA auto show.
Lanco to build 100Mw solar cell factory.
MONDAY OPEN .... MARKET UP 37/10/1
WTI under $42, Brent over $44.
Sauds: we'll cooperate with all countries to help stabilize oil market.
S&P 500 profits down $25B in 1st 3 quarters of this year.
Putin to meet with Iran supreme leader.
(stock #s in %):
SUNE up 16 with news. SKYS up 15. BSRC up 11 with heavy volume. GLBL up 7 with news. SLTD up 7 with volume after guidance report. VSLR up 5 with news. WNDW up 4 with news.
CDTI down 14, new low with news. RNWEF, XSNX down 13. ABAT down 12. GEVO down 6, new low. AETI down 3, new low. PEIX down 1, new low.
Sauds: we'll cooperate with all countries to help stabilize oil market.
S&P 500 profits down $25B in 1st 3 quarters of this year.
Putin to meet with Iran supreme leader.
(stock #s in %):
SUNE up 16 with news. SKYS up 15. BSRC up 11 with heavy volume. GLBL up 7 with news. SLTD up 7 with volume after guidance report. VSLR up 5 with news. WNDW up 4 with news.
CDTI down 14, new low with news. RNWEF, XSNX down 13. ABAT down 12. GEVO down 6, new low. AETI down 3, new low. PEIX down 1, new low.
Saturday, November 21, 2015
FRIDAY CLOSE .... MARKET UP 91/31/8
WTI near $42, Brent over $44. US natgas $2.15.
(stock #s in %):
CREG up 25 with heavy volume. AMLM, OOIL up 20. MKTY up 18 with volume. ABAT up 16, intraday double and back. LMRMF up 12. GLBL up 10 with news. XSNX up 10. TERP up 9 with volume, news. LEOM up 9. LYTS up .6, new high.
BLQN down 33. JUHL down 14. URRE down 13, new low with heavy volume. APGMF, FCSMF, GPHBF down 13, new lows. AXPW down 12. ASYS down 10 with volume after reporting. BSRC, PSWW down 10. RGSE down 9, back on bottom. BLSP down 9. BFRE down 7 with heavy volume. RVLT down 7 with volume, back on bottom. WNDW down 5. SUNE down 1, new low with volume, news. RBCN down 1, new low. ENPH down .8, new low.
(stock #s in %):
CREG up 25 with heavy volume. AMLM, OOIL up 20. MKTY up 18 with volume. ABAT up 16, intraday double and back. LMRMF up 12. GLBL up 10 with news. XSNX up 10. TERP up 9 with volume, news. LEOM up 9. LYTS up .6, new high.
BLQN down 33. JUHL down 14. URRE down 13, new low with heavy volume. APGMF, FCSMF, GPHBF down 13, new lows. AXPW down 12. ASYS down 10 with volume after reporting. BSRC, PSWW down 10. RGSE down 9, back on bottom. BLSP down 9. BFRE down 7 with heavy volume. RVLT down 7 with volume, back on bottom. WNDW down 5. SUNE down 1, new low with volume, news. RBCN down 1, new low. ENPH down .8, new low.
Friday, November 20, 2015
FIRES IN CANADA ARCTIC 6X YEARLY AVG IN LAST FIRE SEASON .... OK HAD BIGGEST QUAKE IN YEARS, OIL WELLS SHUT DOWN
Fires claimed 8.4M acres of forest, peatland in Northwest Territories of Canada in last fire season, 6x seasonal avg.
Oklahoma had biggest quake in years, state shut down 6 oil wells.
Calif to miss year-end deadline to set solar net metering payments regime.
Geothermal industry wants EPA to include geothermal power in Clean Power Plan.
Canadian Solar (CSIQ) got 110Mw of new solar projects in Brazil. 3 online by '19.
Statoil to build 30Mw floating wind farm off Scotland. Online by late '17.
Financial troubles halted GD Solar 640Mw/yr production line.
Tata Steel to power Dutch ops with solar.
Greenpeace got temp reprieve from India ban on activity.
Oklahoma had biggest quake in years, state shut down 6 oil wells.
Calif to miss year-end deadline to set solar net metering payments regime.
Geothermal industry wants EPA to include geothermal power in Clean Power Plan.
Canadian Solar (CSIQ) got 110Mw of new solar projects in Brazil. 3 online by '19.
Statoil to build 30Mw floating wind farm off Scotland. Online by late '17.
Financial troubles halted GD Solar 640Mw/yr production line.
Tata Steel to power Dutch ops with solar.
Greenpeace got temp reprieve from India ban on activity.
FRIDAY OPEN .... MARKET UP 162/34/13
WTI under $41, Brent over $44.
Mexico GDP up more than forecast.
(stock #s in %):
ABAT up 41. PSON up 15. GTATQ up 12. OOIL up 11. XSNX up 10. LYTS up 2, another day, another new high.
LMRMF down 20. URRE down 10, new low. AXPW, PSWW, JUHL down 10. ASYS down 8. RGSE down 6, new low. SUNE down 5. WNDW down 4.
Mexico GDP up more than forecast.
(stock #s in %):
ABAT up 41. PSON up 15. GTATQ up 12. OOIL up 11. XSNX up 10. LYTS up 2, another day, another new high.
LMRMF down 20. URRE down 10, new low. AXPW, PSWW, JUHL down 10. ASYS down 8. RGSE down 6, new low. SUNE down 5. WNDW down 4.
Thursday, November 19, 2015
THURSDAY CLOSE .... MARKET DOWN 4/1/2
WTI under $41, Brent ~$44. US natgas $2.26.
(stock #s in %):
BLQN up 79 with volume, up over 4x from 12-month low. JUHL up 21 with volume. ABAT up 19 with heavy volume. ACFN up 19. FCSMF up 16. RNWEF up 15 with volume. LMRMF, BOPO up 13. ENZR, LSCG up 11. OLED up 10 with heavy volume. PRHL up 10 with volume. PALAF up 10. OOIL up 8 with heavy volume after new low. SEDG up 8. LYTS up .5, new high.
DPSM down 41. VSPC down 19, new low with heavy volume. XDSL down 18. TERP down 16, new low with heavy volume. AXPW down13. LEXG down 12. SUNE down 12 with news. CREG down 10, new low with heavy volume. GLBL down 10, new low. PSPW down 10. ENPH down 9, new low. XSNX down 9. PSON down 8, new low with volume.
(stock #s in %):
BLQN up 79 with volume, up over 4x from 12-month low. JUHL up 21 with volume. ABAT up 19 with heavy volume. ACFN up 19. FCSMF up 16. RNWEF up 15 with volume. LMRMF, BOPO up 13. ENZR, LSCG up 11. OLED up 10 with heavy volume. PRHL up 10 with volume. PALAF up 10. OOIL up 8 with heavy volume after new low. SEDG up 8. LYTS up .5, new high.
DPSM down 41. VSPC down 19, new low with heavy volume. XDSL down 18. TERP down 16, new low with heavy volume. AXPW down13. LEXG down 12. SUNE down 12 with news. CREG down 10, new low with heavy volume. GLBL down 10, new low. PSPW down 10. ENPH down 9, new low. XSNX down 9. PSON down 8, new low with volume.
CRUZ ACCUSING DEMS OF LYING ABOUT "SO-CALLED" GLOBAL WARMING .... EL NINO STRONGEST EVER: NOAA
Strongest El Nino on record: NOAA. Despite Ted Cruz. Very strong La Nina to follow. Could bring record hurricane season next year.
Calif, Mass, Conn, NY, PA states most prepared so far to address climate change risks.
Deluge in India killed 75, stranded thousands.
Tropical diseases spreading in US.
Action to stop deforestation remains sluggish.
Iowa withholding climate funds for universities.
FDA OK'd GMO salmon.
Enel buying out minority shareholders of its Enel Green Power unit.
Kia set to make 11 low-emissions car models in 5 yrs.
Carbon tax in Canada oil sands region could raise $5B.
Tongwei started building 5Gw/yr solar cell factory in Sichuan. Cost up to $1B. Will triple Tongwei's capacity. Also plans to build 10Gw of solar power projects next 3-5 yrs. To surpass JA Solar (JASO) solar cell production capacity as most in world.
Indian comp to build 75Mw solar plant in Gujarat. Online in March.
Daiwa unit finished 9Mw solar plant in Japan. Online Dec 2.
Clean/renewable power in forefront of Turkey's $125B energy investment plan through '23.
GE took a stake in Canadian Solar (CSIQ) 100Mw solar project in Astoria.
N Dakota OK'd 100Mw wind power project.
Fuel Cell Energy (FCEL) expanding N American manufacturing plant.
Shell major oil/gas find off Louisiana.
Calif, Mass, Conn, NY, PA states most prepared so far to address climate change risks.
Deluge in India killed 75, stranded thousands.
Tropical diseases spreading in US.
Action to stop deforestation remains sluggish.
Iowa withholding climate funds for universities.
FDA OK'd GMO salmon.
Enel buying out minority shareholders of its Enel Green Power unit.
Kia set to make 11 low-emissions car models in 5 yrs.
Carbon tax in Canada oil sands region could raise $5B.
Tongwei started building 5Gw/yr solar cell factory in Sichuan. Cost up to $1B. Will triple Tongwei's capacity. Also plans to build 10Gw of solar power projects next 3-5 yrs. To surpass JA Solar (JASO) solar cell production capacity as most in world.
Indian comp to build 75Mw solar plant in Gujarat. Online in March.
Daiwa unit finished 9Mw solar plant in Japan. Online Dec 2.
Clean/renewable power in forefront of Turkey's $125B energy investment plan through '23.
GE took a stake in Canadian Solar (CSIQ) 100Mw solar project in Astoria.
N Dakota OK'd 100Mw wind power project.
Fuel Cell Energy (FCEL) expanding N American manufacturing plant.
Shell major oil/gas find off Louisiana.
THURSDAY OPEN .... MARKET FLAT, MIXED
WTI near $40, Brent ~$44.
Brazil inflation over 10%.
Shipping index at all-time low.
(stock #s in %):
BLQN up 79. ACFN up 24. ABAT up 19 with heavy volume. PALAF up 13. LSCG up 11. LEOM up 10. OLED up 7. SLTD up 5 with news. LYTS up 1, new high.
CREG down 18, new low with heavy volume. NFEC down 9. GLBL down 7. HQCL down 6 after reporting. ENPH down 6, new low. SUNE down 5 with news. TERP down 4.
Brazil inflation over 10%.
Shipping index at all-time low.
(stock #s in %):
BLQN up 79. ACFN up 24. ABAT up 19 with heavy volume. PALAF up 13. LSCG up 11. LEOM up 10. OLED up 7. SLTD up 5 with news. LYTS up 1, new high.
CREG down 18, new low with heavy volume. NFEC down 9. GLBL down 7. HQCL down 6 after reporting. ENPH down 6, new low. SUNE down 5 with news. TERP down 4.
Wednesday, November 18, 2015
WEDNESDAY CLOSE .... MARKET UP 247/89/33
WTI under $41, Brent over $44. US natgas $2.33.
40 nations, including G20 members, fund ISIS: Putin.
(stock #s in %):
DPSM up 69. PSPW up 57 with heavy volume. AXPW up 36 with heavy volume. WWPW up 29. NGLPF up 14. NFEC up 11. VSPC up 10 with volume. VSLR up 8 with heavy volume after new low. SUNE up 7 with heavy volume after new low. (I bet t'were a lot of day trades.) SCTY up 6 with news, volume. LYTS, LEXG up 6, new highs.
ALTI down 33. CCGI down 17. ABAT down 16, new low with heavy volume. CREG down 15, new low with heavy volume. LSCG down 13. PSON down 11, new low with volume. LEOM, MKTY down 11. URRE down 10, new low with volume after reporting. GLBL down 9, new low with volume. FCSMF down 9, new low. TERP down 2, new low with heavy volume.
40 nations, including G20 members, fund ISIS: Putin.
(stock #s in %):
DPSM up 69. PSPW up 57 with heavy volume. AXPW up 36 with heavy volume. WWPW up 29. NGLPF up 14. NFEC up 11. VSPC up 10 with volume. VSLR up 8 with heavy volume after new low. SUNE up 7 with heavy volume after new low. (I bet t'were a lot of day trades.) SCTY up 6 with news, volume. LYTS, LEXG up 6, new highs.
ALTI down 33. CCGI down 17. ABAT down 16, new low with heavy volume. CREG down 15, new low with heavy volume. LSCG down 13. PSON down 11, new low with volume. LEOM, MKTY down 11. URRE down 10, new low with volume after reporting. GLBL down 9, new low with volume. FCSMF down 9, new low. TERP down 2, new low with heavy volume.
REPUBLICANS VOW NO MONEY FOR ANY CLIMATE DEAL MADE IN PARIS .... US SENATE VOTED TO BLOCK EPA CLEAN POWER PLAN
Hottest October globally on record: NOAA. 1.76*F above 20th Century avg.
Climate change investment up 18% in '14 at $391B.
US comps have signed 2Gw of clean power purchase agreements so far this year: Rocky Mountain Institute. Was 1.2Gw in '14, .5Gw in '13.
Britain proposing to close all coal power plants by '25. Now ~20% of power gen.
Japan rejected 2 new coal power plants.
Mexico to join IEA. 3rd largest OECD producer.
Silver Lake investing $100M in Solar City (SCTY).
Wal Mart making money on being green: execs.
Gates Foundation unloaded almost $1B of fossil fuels investment.
Oil/gas wastewater spills untracked in Texas.
BP plans to drill in Australia rejected.
EDP, partners to build 25Mw floating wind farm off Portugal. $130M. Online in '18. EC support.
Kong Sun to double solar installs in '16 from 1Gw this year. Wants to have installed 6Gw by '19.
Portland, OR banned new fossil fuel infrastructure.
ABB, Microsoft joining to build EV charging stations.
Apple, Adidas have greenest supply chains in China.
US, Cuba marine protection agreement.
Small reactor leak at Washington State nuke power plant.
Climate change investment up 18% in '14 at $391B.
US comps have signed 2Gw of clean power purchase agreements so far this year: Rocky Mountain Institute. Was 1.2Gw in '14, .5Gw in '13.
Britain proposing to close all coal power plants by '25. Now ~20% of power gen.
Japan rejected 2 new coal power plants.
Mexico to join IEA. 3rd largest OECD producer.
Silver Lake investing $100M in Solar City (SCTY).
Wal Mart making money on being green: execs.
Gates Foundation unloaded almost $1B of fossil fuels investment.
Oil/gas wastewater spills untracked in Texas.
BP plans to drill in Australia rejected.
EDP, partners to build 25Mw floating wind farm off Portugal. $130M. Online in '18. EC support.
Kong Sun to double solar installs in '16 from 1Gw this year. Wants to have installed 6Gw by '19.
Portland, OR banned new fossil fuel infrastructure.
ABB, Microsoft joining to build EV charging stations.
Apple, Adidas have greenest supply chains in China.
US, Cuba marine protection agreement.
Small reactor leak at Washington State nuke power plant.
WEDNESDAY OPEN .... MARKET UP 71/28/11
WTI over $41, Brent over $44.
Hackers Anonymous says it took out over 5K ISIS Twitter accounts.
(stock #s in %):
AXPW up 47 with volume. WWPW up 29. PSPW up 17 with heavy volume, up 3x from 12 month low. JUHL up 13, up 6x from 12m low. CHGT up 12. BSRC up 11, up 20x from 12m low. ACFN up 10. ABAT up 8. SUNE up 7 with volume.
LSCG down 13. CREG down 10, new low with heavy volume. LYSDY down 9, still up 3x from 12m low. GLBL down 7, new low. TERP down 6, new low with heavy volume. VSLR down 3, new low with volume.
Hackers Anonymous says it took out over 5K ISIS Twitter accounts.
(stock #s in %):
AXPW up 47 with volume. WWPW up 29. PSPW up 17 with heavy volume, up 3x from 12 month low. JUHL up 13, up 6x from 12m low. CHGT up 12. BSRC up 11, up 20x from 12m low. ACFN up 10. ABAT up 8. SUNE up 7 with volume.
LSCG down 13. CREG down 10, new low with heavy volume. LYSDY down 9, still up 3x from 12m low. GLBL down 7, new low. TERP down 6, new low with heavy volume. VSLR down 3, new low with volume.
Tuesday, November 17, 2015
TUESDAY CLOSE .... MARKET FLAT/MIXED
WTI under $41, Brent under $44. US natgas $2.37.
World facing 3rd world war against humanity: King of Jordan.
Russian airstrikes on Raqqa (ISIS "capital") with France. Putin ordering military to coord with France "as allies".
(stock #s in %):
ALTI up 200 with volume, up 3x from 12-month low. LEXG up 56. BSRC up 43 with volume, up 18x from 12m low. AXPW up 35. LSCG up 20. LYSDY up 17. NFEC up 11 with volume. CHGT up 10. WNDW up 7. XSNX up 5 with volume, news. WATT up 3 with heavy volume, news. VWDRY up .4, new high.
SUNE down 33, new low with heavy volume. (I bought a little.) BOPO down 25, still up 3x from 12m low. VSLR down 23, new low with heavy volume after reporting. TERP down 21, new low with heavy volume. GLBL down 13, new low. SENY down 12, new low with volume. LMRMF, ENPH down 10. ABAT down 9 with volume. CREG down 9, new low. GEVO down 7, new low with volume. PEIX down 7, new low. SKYS down 7. SCTY, SPWR, CSIQ down 6. PEGI down 5, new low with volume. RBCN, ADES down 4, new lows. JASO down 2 with volume after reporting.
World facing 3rd world war against humanity: King of Jordan.
Russian airstrikes on Raqqa (ISIS "capital") with France. Putin ordering military to coord with France "as allies".
(stock #s in %):
ALTI up 200 with volume, up 3x from 12-month low. LEXG up 56. BSRC up 43 with volume, up 18x from 12m low. AXPW up 35. LSCG up 20. LYSDY up 17. NFEC up 11 with volume. CHGT up 10. WNDW up 7. XSNX up 5 with volume, news. WATT up 3 with heavy volume, news. VWDRY up .4, new high.
SUNE down 33, new low with heavy volume. (I bought a little.) BOPO down 25, still up 3x from 12m low. VSLR down 23, new low with heavy volume after reporting. TERP down 21, new low with heavy volume. GLBL down 13, new low. SENY down 12, new low with volume. LMRMF, ENPH down 10. ABAT down 9 with volume. CREG down 9, new low. GEVO down 7, new low with volume. PEIX down 7, new low. SKYS down 7. SCTY, SPWR, CSIQ down 6. PEGI down 5, new low with volume. RBCN, ADES down 4, new lows. JASO down 2 with volume after reporting.
WARMEST OCTOBER ON RECORD .... EL NINO IN RECORD TERRITORY
Warmest global October on record: Japan Meteorological Agency. Largest temp departure from avg for any month so far this year. 2nd warmest October was last year.
Current El Nino in record territory. Over 3*C more than avg ocean temps during last week of August (along equator in Pacific). El Ninos based on 3-month duration.
Leaders not taking health risks from global warming seriously: expert.
Germany, California climate action pact.
Ontario proposing carbon trading program.
China carmakers made 207K EVs, plug-in vehicles this year through October. They have tax exemptions, subsidies, requirements for govts to buy green cars.
Global public EV charging stations to grow from 650K now to over 7M in '21: IHS Automotive.
Scotland rejected 2 wind farm proposals - 66Mw and 78Mw - over "damage to landscape".
$40 oil would mean 3Mb/d less US production by '20: IEA.
Canada plans to ban oil tanker loadings along north Brit Columbia coast.
US oil rig count up 2 last week. Natgas rig count down 6.
IEA sees only 5% biofuel use in global transportation in '40.
Iran will begin sending natgas to Iraq mid-'17.
Connecticut state govt failing to use solar while telling everyone else to.
Japan, Thailand to sign emissions offset pact Thursday. Japan's 15th such pact.
40% of food in US wasted. Est. retail value $165B/yr.
Kia $10B green car plan.
Trina Solar got $90M for Asia-Pacific expansion.
ARENA's 200Mw solar auction attracted 2.8Gw of interest.
Tesla (TSLA) unveiled Model X SUV.
Statoil abandoned Alaska offshore drilling hopes.
OECD to phase out coal export finance.
Enviros suing Canada over GM (genetically modified) salmon breeding plan.
Coal comps ditching Wyoming coal leases.
Earth has 6 quintillion gallons of groundwater, but supplies at risk.
DOT 1st US agency to join DOE on workplace EV charging.
China investing $15B into 2 nuke power plant projects in Argentina.
Current El Nino in record territory. Over 3*C more than avg ocean temps during last week of August (along equator in Pacific). El Ninos based on 3-month duration.
Leaders not taking health risks from global warming seriously: expert.
Germany, California climate action pact.
Ontario proposing carbon trading program.
China carmakers made 207K EVs, plug-in vehicles this year through October. They have tax exemptions, subsidies, requirements for govts to buy green cars.
Global public EV charging stations to grow from 650K now to over 7M in '21: IHS Automotive.
Scotland rejected 2 wind farm proposals - 66Mw and 78Mw - over "damage to landscape".
$40 oil would mean 3Mb/d less US production by '20: IEA.
Canada plans to ban oil tanker loadings along north Brit Columbia coast.
US oil rig count up 2 last week. Natgas rig count down 6.
IEA sees only 5% biofuel use in global transportation in '40.
Iran will begin sending natgas to Iraq mid-'17.
Connecticut state govt failing to use solar while telling everyone else to.
Japan, Thailand to sign emissions offset pact Thursday. Japan's 15th such pact.
40% of food in US wasted. Est. retail value $165B/yr.
Kia $10B green car plan.
Trina Solar got $90M for Asia-Pacific expansion.
ARENA's 200Mw solar auction attracted 2.8Gw of interest.
Tesla (TSLA) unveiled Model X SUV.
Statoil abandoned Alaska offshore drilling hopes.
OECD to phase out coal export finance.
Enviros suing Canada over GM (genetically modified) salmon breeding plan.
Coal comps ditching Wyoming coal leases.
Earth has 6 quintillion gallons of groundwater, but supplies at risk.
DOT 1st US agency to join DOE on workplace EV charging.
China investing $15B into 2 nuke power plant projects in Argentina.
TUESDAY OPEN .... DOW UP 48, NAZ UP 2, S&P FLAT
WTI ~$41, Brent under $44.
US manufacturing up.
(stock #s in %):
ALTI up 200. AXPW up 25. BSRC up 20 with news. LYSDY up 17. NFEC up 11 with volume, news. WNDW up 4. XSNX up 3 with news. JASO flat after reporting.
LMRMF down 20, new low. WEST down 16. SUNE down 11, new low. PRHL down 11. BLSP down 10. TERP down 9, new low. CLNT, SENY down 9. PEIX down 3, new low.
US manufacturing up.
(stock #s in %):
ALTI up 200. AXPW up 25. BSRC up 20 with news. LYSDY up 17. NFEC up 11 with volume, news. WNDW up 4. XSNX up 3 with news. JASO flat after reporting.
LMRMF down 20, new low. WEST down 16. SUNE down 11, new low. PRHL down 11. BLSP down 10. TERP down 9, new low. CLNT, SENY down 9. PEIX down 3, new low.
Monday, November 16, 2015
MONDAY CLOSE .... MARKET UP 237/56/30
WTI ~$42, Brent over $44. US natgas $2.35.
7 US states shut door to Syrian refugees.
Japan slipped back into recession in 3Q.
(stock #s in %):
ASPW up 200 with volume. WEST up 66. PTOS up 35. VSPC up 16. HQCL up 15. ZNNMF up 12 with volume. ENPH, AXPW up 12. QTMM up 10 with heavy volume. JASO up 9. SCTY up 7. CREE up 5. TSLA up 3. VWDRY up 2, new high.
ALTI down 75, new low. LEXG down 32. ASTI down 30 with volume. PSON down 20, new low with volume. FNVRF down 19. BLQN down 17. ACFN down 13. AETI, JUHL down 11. AMLM down 10. BFRE down 9. ELON down 8 with volume. SUNE down 7. QTWW down 7, new low. PEIX down 5, new low. TERP down 4, new low with volume, news. RBCN down 1, new low.
7 US states shut door to Syrian refugees.
Japan slipped back into recession in 3Q.
(stock #s in %):
ASPW up 200 with volume. WEST up 66. PTOS up 35. VSPC up 16. HQCL up 15. ZNNMF up 12 with volume. ENPH, AXPW up 12. QTMM up 10 with heavy volume. JASO up 9. SCTY up 7. CREE up 5. TSLA up 3. VWDRY up 2, new high.
ALTI down 75, new low. LEXG down 32. ASTI down 30 with volume. PSON down 20, new low with volume. FNVRF down 19. BLQN down 17. ACFN down 13. AETI, JUHL down 11. AMLM down 10. BFRE down 9. ELON down 8 with volume. SUNE down 7. QTWW down 7, new low. PEIX down 5, new low. TERP down 4, new low with volume, news. RBCN down 1, new low.
GREENLAND ICE CAP HAS ENOUGH WATER TO RAISE SEAS 20FT .... HEART ATTACK RISK INCREASES ON BAD SMOG DAYS: STUDY.
California extended water conservation order. Governor ordered collection of El Nino stormwater.
Flint, Mich families suing over tainted water taps.
San Antonio "water grab" from rural areas.
NY denied Hudson R. permit to Indian Point nuke power plant.
EPA canceled registration of bee-killing chem.
Estuary acidification harming N Carolina crabs, oysters.
Glacial runoff kills Antarctic creatures: research.
Solar power to be cheaper than coal in 5 yrs: KPMG.
Brazil "go" for 53 new wind, solar farms.
China comp to invest $2.15B in Mexico energy sector.
S Dakota OK'd 103Mw wind project.
Hokuriku El started on 8Mw wind project in Japan. Online Jan '17.
FLS Energy to deploy up to 400Mw of solar projects in '16.
Apple (AAPL) to power all Singapore ops with clean/renewable power.
US Supreme Court rejected BP damages case.
OECD countries' crude storage over 2.9B bls, 210M bls over 5-yr avg. World crude demand forecasted to increase 1.2Mb/d in '16 v. 1.8M in '15.
Baghdad oil production down 195Kb/d in Oct.
Australian coal mine to create more emissions than some countries.
China exports down 6.9% in Oct. Factory output growth slowed to 5.6%. Producer price index down 5.9%.
Russia GDP down 4.1% in 3Q. Inflation still in double digits.
Ukraine's national oil/gas comp to sue Russia over Crimean assets.
Flint, Mich families suing over tainted water taps.
San Antonio "water grab" from rural areas.
NY denied Hudson R. permit to Indian Point nuke power plant.
EPA canceled registration of bee-killing chem.
Estuary acidification harming N Carolina crabs, oysters.
Glacial runoff kills Antarctic creatures: research.
Solar power to be cheaper than coal in 5 yrs: KPMG.
Brazil "go" for 53 new wind, solar farms.
China comp to invest $2.15B in Mexico energy sector.
S Dakota OK'd 103Mw wind project.
Hokuriku El started on 8Mw wind project in Japan. Online Jan '17.
FLS Energy to deploy up to 400Mw of solar projects in '16.
Apple (AAPL) to power all Singapore ops with clean/renewable power.
US Supreme Court rejected BP damages case.
OECD countries' crude storage over 2.9B bls, 210M bls over 5-yr avg. World crude demand forecasted to increase 1.2Mb/d in '16 v. 1.8M in '15.
Baghdad oil production down 195Kb/d in Oct.
Australian coal mine to create more emissions than some countries.
China exports down 6.9% in Oct. Factory output growth slowed to 5.6%. Producer price index down 5.9%.
Russia GDP down 4.1% in 3Q. Inflation still in double digits.
Ukraine's national oil/gas comp to sue Russia over Crimean assets.
MONDAY OPEN .... MARKET UP 48/5/6
WTI under $41, Brent under $44.
US-led airstrikes on ISIS oil trucks. (Why not before now?!)
Beijing broke even after $230B stock market infusion.
Russia offering to restructure Ukraine debt.
(stock #s in %):
SATCQ up 20. ZNNMF up 12. CABN up 9. PLUG up 6 with news. SCTY up 5. CREE up 4.
ASTI down 18 with news. AETI down 11 after reporting. FCSMF down 11, new low. FNVRF down 9. SENY down 8, new low. TERP, OOIL down 7, new lows. RBCN down 3, new low.
US-led airstrikes on ISIS oil trucks. (Why not before now?!)
Beijing broke even after $230B stock market infusion.
Russia offering to restructure Ukraine debt.
(stock #s in %):
SATCQ up 20. ZNNMF up 12. CABN up 9. PLUG up 6 with news. SCTY up 5. CREE up 4.
ASTI down 18 with news. AETI down 11 after reporting. FCSMF down 11, new low. FNVRF down 9. SENY down 8, new low. TERP, OOIL down 7, new lows. RBCN down 3, new low.
Sunday, November 15, 2015
ISIS
ISIS says it's a state. It operates like a state. And it continues to attack around the world.
It's time to declare total war against it. We need another worldwide coalition of the willing. Now.
The G20 meeting this week in Turkey would be a good place to announce it.
Onward and upward, pards.
It's time to declare total war against it. We need another worldwide coalition of the willing. Now.
The G20 meeting this week in Turkey would be a good place to announce it.
Onward and upward, pards.
Saturday, November 14, 2015
FRIDAY CLOSE .... MARKET DOWN 202/77/23
WTI under $41, Brent under $45. US natgas $2.36.
Yuan set to join IMF currencies basket.
(stock #s in %):
ALTI up 100 with volume, up 4x from 12-month low. ASTI up 34 with heavy volume after reporting. PSPW up 27. BOPO up 26 with volume, up ~4x from 12m low. ZAAP up 24. PTOS up 23 with volume. VSPC up 20. MKTY up 19. FNVRF up 15. EFOI up 10. AMLM, OOIL up 9. SUNE up 8 with volume. HYGS up 6 with heavy volume. SEDG up 5. SCTY up 3.
AXPW down 21, new low. CLNT down 15 with volume. QTWW down 10, new low with heavy volume. NFEC down 10, new low with volume. PSON down 10, new low. BLSP, SRWRF down 9. PEIX down 8 with volume. SKYS down 8. SPWR down 6 with volume after report. TERP down 6, new low with volume. CREE down 5, new low. ENOC down 4 with volume. SLTD, TSLA down 2.
Yuan set to join IMF currencies basket.
(stock #s in %):
ALTI up 100 with volume, up 4x from 12-month low. ASTI up 34 with heavy volume after reporting. PSPW up 27. BOPO up 26 with volume, up ~4x from 12m low. ZAAP up 24. PTOS up 23 with volume. VSPC up 20. MKTY up 19. FNVRF up 15. EFOI up 10. AMLM, OOIL up 9. SUNE up 8 with volume. HYGS up 6 with heavy volume. SEDG up 5. SCTY up 3.
AXPW down 21, new low. CLNT down 15 with volume. QTWW down 10, new low with heavy volume. NFEC down 10, new low with volume. PSON down 10, new low. BLSP, SRWRF down 9. PEIX down 8 with volume. SKYS down 8. SPWR down 6 with volume after report. TERP down 6, new low with volume. CREE down 5, new low. ENOC down 4 with volume. SLTD, TSLA down 2.
Friday, November 13, 2015
ALMOST 1/2 OF NEW POWER PLANTS BUILT IN WORLD IN '14 WERE CLEAN/RENEWABLE POWER .... 2B FOLKS IN WORLD AFFECTED BY DWINDLING SNOWPACKS
Clean/renewable power almost half of all new power plants built globally in '14: IEA. Clean/ren now 2nd largest el generator in world after coal. Estimated it will beat out coal in early '30's.
Nuke power must be part of intl action to address climate change: top climate scientists.
Climate change an "unhedgeable" financial risk: expert.
Dwindling snowpacks could affect water supplies of 2B folks around world.
NY AG using same method on Exxon as on Peabody to end misleading statements, make them disclose risks of global warming climate change.
US forests projected to lose ability to sequester CO2 over next 25 yrs: forest service pros.
China wildlife dying off rapidly: WWF. (The pollution?)
Cuomo rejected LNG port proposed off Long Island on enviro, security grounds.
Mexico planning 2.5Gw of clean/ren power contracts.
Devastating fires in Indonesia man-made for land clearance for palm oil, paper products.
Restoring global soil quality 1 of best things we can do to allay climate change: scientists. 1st meter of soil contains 1,500 gigatons of organic carbon, 3x amount in atmos. 50-70% carbon content of soil lost since agriculture started.
World econ expanding 2.9% this year, est 3.3% next year: OECD. Down from 3%, 3.6% predicted in Sept.
Sault St. Marie to drop biodiesel in public transportation for not providing expected benefits. 2 cents/liter extra cost.
Ukraine buying less natgas from Russia, more from Europe.
Xcel Energy proposing clean-only el as customer option in MN.
Vestas (VWDRY) to supply 165Mw wind farm offshore Belgium. 3.3Mw turbines. '17 completion.
Jamaica says it has secured J$20B of clean/ren power projects.
Seychelles got $31M of loans to improve grid.
Japanese comp completed 20Mw solar farm north of Tokyo for $46M.
Japan minister won't support 2 new coal power projects.
S Dakota OK'd 103Mw wind project.
Abengoa (ABGB) had E194M loss 3Q.
Climate Investment Fund to plow $50M into Rwanda.
Finland OK'd world 1st underground nuke waste dump.
Nuke power must be part of intl action to address climate change: top climate scientists.
Climate change an "unhedgeable" financial risk: expert.
Dwindling snowpacks could affect water supplies of 2B folks around world.
NY AG using same method on Exxon as on Peabody to end misleading statements, make them disclose risks of global warming climate change.
US forests projected to lose ability to sequester CO2 over next 25 yrs: forest service pros.
China wildlife dying off rapidly: WWF. (The pollution?)
Cuomo rejected LNG port proposed off Long Island on enviro, security grounds.
Mexico planning 2.5Gw of clean/ren power contracts.
Devastating fires in Indonesia man-made for land clearance for palm oil, paper products.
Restoring global soil quality 1 of best things we can do to allay climate change: scientists. 1st meter of soil contains 1,500 gigatons of organic carbon, 3x amount in atmos. 50-70% carbon content of soil lost since agriculture started.
World econ expanding 2.9% this year, est 3.3% next year: OECD. Down from 3%, 3.6% predicted in Sept.
Sault St. Marie to drop biodiesel in public transportation for not providing expected benefits. 2 cents/liter extra cost.
Ukraine buying less natgas from Russia, more from Europe.
Xcel Energy proposing clean-only el as customer option in MN.
Vestas (VWDRY) to supply 165Mw wind farm offshore Belgium. 3.3Mw turbines. '17 completion.
Jamaica says it has secured J$20B of clean/ren power projects.
Seychelles got $31M of loans to improve grid.
Japanese comp completed 20Mw solar farm north of Tokyo for $46M.
Japan minister won't support 2 new coal power projects.
S Dakota OK'd 103Mw wind project.
Abengoa (ABGB) had E194M loss 3Q.
Climate Investment Fund to plow $50M into Rwanda.
Finland OK'd world 1st underground nuke waste dump.
FRIDAY OPEN .... MARKET DOWN 85/27/6
WTI near $41, Brent ~$44.
US retail sales weak. Euro-area growth missed estimates.
ISIS defeated in N Iraq city: Kurds.
(stock #s in %):
ASTI up 8. OOIL up 7.
BFRE down 37. PSON down 28, new low. XDSL down 20. NFEC down 7, new low. QTWW down 4, new low with volume after reporting. CREE down 3, new low.
US retail sales weak. Euro-area growth missed estimates.
ISIS defeated in N Iraq city: Kurds.
(stock #s in %):
ASTI up 8. OOIL up 7.
BFRE down 37. PSON down 28, new low. XDSL down 20. NFEC down 7, new low. QTWW down 4, new low with volume after reporting. CREE down 3, new low.
Thursday, November 12, 2015
EXTREME WEATHER DISASTERS AFFECTED 96% OF AMERICANS .... OZONE HOLE OVER ANTARCTICA .... WORLD'S 1ST DEEP SEA MINING EXTRACTORS
Extreme weather disasters affected 96% of Americans in last 5 yrs: data.
Ozone hole over Antarctica near record size.
US "laggard" in fossil fuels subsidies reform: study.
US State Dept task force to determine how best to include climate change issues in country risk assessments.
EPA to give only wind, solar power early credit in state clean power plans. (What's wrong with nuclear, hydro, geothermal, batt storage?!)
S Africa drought raising fears of crop failures.
Sunpower (SPWR) to sell rooftop solar, batt storage in Cal to sell to wholesale power market.
Sauds submitted climate targets for Paris summit.
US crude stocks up est. 6.3M bls last week: API. 40 oil tankers reportedly waiting to unload in Texas: report.
EIA sees non-OPEC oil production to fall 300Kb/d in '16; US shale oil production to fall 118Kb/d in Dec.
China exports down in Oct for 4th month in a row. Their industrial production in Oct up 5.6% over last Oct.
2nd major NG discovery off Mauritania.
Gazprom trying to tempt Georgia away from Azeri NG.
Next Era Energy: would take $30B for Hawaii to achieve 100% clean/renewable power by '45.
PSC OK'd 3 Mississippi Power solar projects. ~105Mw total.
Enel Green Power started building 129Mw wind farm in Mexico. Online in 2H16. EGP investment ~$250M.
HSBC $1B green bond commitment.
World's 1st deep sea mining extractors built.
Chinook salmon #s bouncing back despite drought.
~10K new solar, wind power industry jobs in 3Q: report.
VW deception may be legal in Europe.
Montreal released raw sewage into St Lawrence R.
Roundup ingredient doesn't cause cancer: EU agency.
Nevada residents oppose utility plan to charge solar users more: poll.
Thailand returning smuggled orangutans to Indonesia.
Chems sprayed on top of BP spill in Gulf of Mex (remember that spill?) did not help disperse oil: U of Georgia study.
Ozone hole over Antarctica near record size.
US "laggard" in fossil fuels subsidies reform: study.
US State Dept task force to determine how best to include climate change issues in country risk assessments.
EPA to give only wind, solar power early credit in state clean power plans. (What's wrong with nuclear, hydro, geothermal, batt storage?!)
S Africa drought raising fears of crop failures.
Sunpower (SPWR) to sell rooftop solar, batt storage in Cal to sell to wholesale power market.
Sauds submitted climate targets for Paris summit.
US crude stocks up est. 6.3M bls last week: API. 40 oil tankers reportedly waiting to unload in Texas: report.
EIA sees non-OPEC oil production to fall 300Kb/d in '16; US shale oil production to fall 118Kb/d in Dec.
China exports down in Oct for 4th month in a row. Their industrial production in Oct up 5.6% over last Oct.
2nd major NG discovery off Mauritania.
Gazprom trying to tempt Georgia away from Azeri NG.
Next Era Energy: would take $30B for Hawaii to achieve 100% clean/renewable power by '45.
PSC OK'd 3 Mississippi Power solar projects. ~105Mw total.
Enel Green Power started building 129Mw wind farm in Mexico. Online in 2H16. EGP investment ~$250M.
HSBC $1B green bond commitment.
World's 1st deep sea mining extractors built.
Chinook salmon #s bouncing back despite drought.
~10K new solar, wind power industry jobs in 3Q: report.
VW deception may be legal in Europe.
Montreal released raw sewage into St Lawrence R.
Roundup ingredient doesn't cause cancer: EU agency.
Nevada residents oppose utility plan to charge solar users more: poll.
Thailand returning smuggled orangutans to Indonesia.
Chems sprayed on top of BP spill in Gulf of Mex (remember that spill?) did not help disperse oil: U of Georgia study.
THURSDAY OPEN .... MARKET DOWN 147/19/14
WTI under $42, Brent under $45.
Oil inventory glut biggest in at least a decade: OPEC.
(stock #s in %):
MDDD up 252. BFRE up 61 on 100 shs. LEXG up 18, new high. AWSL up 17 with volume. LEDS up 16. PEIX up 11. SLTD up 9 with heavy volume after guidance report. SUNE up 2 with volume, downgrade.
BLQN down 33. DSTI down 16. NFEC down 13, new low. MKTY down 12. PSON down 10 after reporting. CCTC, CABN down 8. GLBL down 6. AMRS down 5, new low. RBCN down 5, new low with volume. WNDW down 4. TERP down 3, new low. CREE down 3. BWEN down 2, new low with heavy volume.
Oil inventory glut biggest in at least a decade: OPEC.
(stock #s in %):
MDDD up 252. BFRE up 61 on 100 shs. LEXG up 18, new high. AWSL up 17 with volume. LEDS up 16. PEIX up 11. SLTD up 9 with heavy volume after guidance report. SUNE up 2 with volume, downgrade.
BLQN down 33. DSTI down 16. NFEC down 13, new low. MKTY down 12. PSON down 10 after reporting. CCTC, CABN down 8. GLBL down 6. AMRS down 5, new low. RBCN down 5, new low with volume. WNDW down 4. TERP down 3, new low. CREE down 3. BWEN down 2, new low with heavy volume.
Wednesday, November 11, 2015
WEDNESDAY CLOSE .... MARKET DOWN 56/16/6
WTI ~$43, Brent under $46. US natgas $2.27.
(stock #s in %):
BLQN up 104 with volume. BLSP up 14. CABN up 13. LSCG up 12. DPSM up 11. OOIL up 10 with heavy volume. ENZR up 10. AETI up 8.
LEXG down 38. AWSL down 21 with volume. NFEC down 20, new low with volume. SUNE down 15, new low with heavy volume. PSPW down 15. LEDS down 12 with volume. AXPW down 11, new low. SEDG down 11, new low with volume. FSYS down 9. PSON down 9, new low. EFOI down 8. GPRE down 7. WATT down 7 with volume. CSUN down 5. PEIX down 5, new low. HMGLF, CREE down 4. ENOC down 3, new low with volume. SCTY down 1, new low with volume.
Suggestion: wait till this debacle is over before considering buying any clean energy stock. We've been here before.
(stock #s in %):
BLQN up 104 with volume. BLSP up 14. CABN up 13. LSCG up 12. DPSM up 11. OOIL up 10 with heavy volume. ENZR up 10. AETI up 8.
LEXG down 38. AWSL down 21 with volume. NFEC down 20, new low with volume. SUNE down 15, new low with heavy volume. PSPW down 15. LEDS down 12 with volume. AXPW down 11, new low. SEDG down 11, new low with volume. FSYS down 9. PSON down 9, new low. EFOI down 8. GPRE down 7. WATT down 7 with volume. CSUN down 5. PEIX down 5, new low. HMGLF, CREE down 4. ENOC down 3, new low with volume. SCTY down 1, new low with volume.
Suggestion: wait till this debacle is over before considering buying any clean energy stock. We've been here before.
CO2, METHANE, NOX REACHED RECORD LEVELS IN ATMOS IN '14 .... STATUE OF SATAN IN DETROIT?
CO2, Methane, NOx reached record levels in atmos in '14: World Meteorological Organization. Concentration increasing with increasing rates.
50% of all US installed clean/renewable power capacity is in 13 western states: report. 70% of all solar, 100% of all geothermal.
Neste, Boeing working together to accel commercialization of renewable avfuel.
Fishers, farmers in India suing IFC in US Fed court over $450M loan for new coal plant.
Ascent Solar (ASTI) got $35M new equity investment.
French Development Agency pledged $435M for Bolivia wind, solar.
Canadian Solar (CSIQ) supplying modules for 2.5Mw plant in El Salvador.
Chile govt council rejected indigenous peoples' claims v. building 210Mw hydropower dam.
RES Americas, US Wind won leases to build wind power offshore NJ in DOI auction. Up to 3.4Gw potential. 10th award of DOI offshore wind leases.
Nuke power from '71 to '09 prevented avg 1.8M deaths/yr globally. Also prevented avg 64 gigatons/yr CO2 emissions. Replacing nuke with coal/natgas would release 80-240 gigatons more/yr of CO2 into atmos.
Statue of Satan in Detroit? Hitler look-alike walking German streets and being embraced?
What a world, pards. What a world.
50% of all US installed clean/renewable power capacity is in 13 western states: report. 70% of all solar, 100% of all geothermal.
Neste, Boeing working together to accel commercialization of renewable avfuel.
Fishers, farmers in India suing IFC in US Fed court over $450M loan for new coal plant.
Ascent Solar (ASTI) got $35M new equity investment.
French Development Agency pledged $435M for Bolivia wind, solar.
Canadian Solar (CSIQ) supplying modules for 2.5Mw plant in El Salvador.
Chile govt council rejected indigenous peoples' claims v. building 210Mw hydropower dam.
RES Americas, US Wind won leases to build wind power offshore NJ in DOI auction. Up to 3.4Gw potential. 10th award of DOI offshore wind leases.
Nuke power from '71 to '09 prevented avg 1.8M deaths/yr globally. Also prevented avg 64 gigatons/yr CO2 emissions. Replacing nuke with coal/natgas would release 80-240 gigatons more/yr of CO2 into atmos.
Statue of Satan in Detroit? Hitler look-alike walking German streets and being embraced?
What a world, pards. What a world.
WEDNESDAY OPEN .... MARKET DOWN 36/6/2
WTI under $44, Brent ~$97.
(stock #s in %):
RNWEF up 8 with volume. LEXG up 7, new high. ASTI up 2 with news. HMGLF up 2.
NFEC down 20, new low. XDSL down 20. PSON down 17, new low. SUNE down 9 more, another new low with volume. CHGT down 9. SENY down 8, new low. AMTX, PEIX down 5, new lows. WPRT down 5 after reporting. SEDG down 4. TERP down 4, new low. CREG down 2, new low.
(stock #s in %):
RNWEF up 8 with volume. LEXG up 7, new high. ASTI up 2 with news. HMGLF up 2.
NFEC down 20, new low. XDSL down 20. PSON down 17, new low. SUNE down 9 more, another new low with volume. CHGT down 9. SENY down 8, new low. AMTX, PEIX down 5, new lows. WPRT down 5 after reporting. SEDG down 4. TERP down 4, new low. CREG down 2, new low.
Tuesday, November 10, 2015
TUESDAY CLOSE .... DOW UP 27, NAZ DOWN 12, S&P UP 3
WTI over $44, Brent over $47. US natgas $2.33.
Iran stopped dismantling centrifuges in 2 uranium enrichment plants. (Well, a breach of the deal? What does Obama have to say about it?)
$170M paid for Modigliani painting. (How many starving kids in the world could have been fed with $170M? Wrong spending of money can certainly be evil. It sure is sickening.)
Solar got wiped today. Even comps making profit. Who's behind that? And look at the clean tech selling. Portends another big market dip to form a big "W" here with August?
(stock #s in %):
VSPC up 25. NGLPF up 20. OESX up 16 with volume. PSON up 14. HMGLF up 10. CCGI up 9.
BLQN down 63 with heavy volume. RGSE down 45, new low with heavy volume. LEXG down 25. SUNE down 22, new low with heavy volume, news after reporting. TERP down 21 with heavy volume, news. PLUG down 19 with heavy volume. AMTX down 18, new low with volume. LEOM down 15 with volume, still up over 7x off year bottom. ACFN down 13. OOIL down 12, new low with volume. SENY down 12, new low with heavy volume. MKTY down 11, 4x intraday spread. (Check that out, A? Maybe some Wall St. shenanigans? You think?) AETI down 11. BSRC down 10, still up 13x from year bottom. ADES down 8, new low with heavy volume. PEIX down 8, new low with volume. ENPH down 8, new low with volume. ENOC down 7, new low with heavy volume. FCSMF down 6, new low with heavy volume. SCTY down 5, new low with volume. JASO down 5. (Check their numbers. O, they're Chinese.) TSLA down 4. (Well, certainly got expensive.) CSIQ down 3 with heavy volume after reporting, news. CREG down 1, new low.
Happy trails.
Iran stopped dismantling centrifuges in 2 uranium enrichment plants. (Well, a breach of the deal? What does Obama have to say about it?)
$170M paid for Modigliani painting. (How many starving kids in the world could have been fed with $170M? Wrong spending of money can certainly be evil. It sure is sickening.)
Solar got wiped today. Even comps making profit. Who's behind that? And look at the clean tech selling. Portends another big market dip to form a big "W" here with August?
(stock #s in %):
VSPC up 25. NGLPF up 20. OESX up 16 with volume. PSON up 14. HMGLF up 10. CCGI up 9.
BLQN down 63 with heavy volume. RGSE down 45, new low with heavy volume. LEXG down 25. SUNE down 22, new low with heavy volume, news after reporting. TERP down 21 with heavy volume, news. PLUG down 19 with heavy volume. AMTX down 18, new low with volume. LEOM down 15 with volume, still up over 7x off year bottom. ACFN down 13. OOIL down 12, new low with volume. SENY down 12, new low with heavy volume. MKTY down 11, 4x intraday spread. (Check that out, A? Maybe some Wall St. shenanigans? You think?) AETI down 11. BSRC down 10, still up 13x from year bottom. ADES down 8, new low with heavy volume. PEIX down 8, new low with volume. ENPH down 8, new low with volume. ENOC down 7, new low with heavy volume. FCSMF down 6, new low with heavy volume. SCTY down 5, new low with volume. JASO down 5. (Check their numbers. O, they're Chinese.) TSLA down 4. (Well, certainly got expensive.) CSIQ down 3 with heavy volume after reporting, news. CREG down 1, new low.
Happy trails.
CLIMATE CHANGE ROLE IN EXTREME WEATHER .... SPACE MINING V. LNG PLANT
Climate change likely played a role in ~1/2 of extreme weather events in '14: studies.
Shift to low-carbon energy too slow: IEA. Low oil prices could slow transition.
"Trust the markets" to make EPA Clean Power Plan work: EPA to state regulators.
Wind, solar power will be cheaper than natgas in UK by '20, effectively subsidy-free: Committee on Climate Change.
Banks still don't incorporate climate risks into lending: report.
Most G20 members posting CO2 emissions declines: study.
NY doubling incentives for low-income solar installs.
German comp to build 1.25Gw solar plant in Tehran area, 500Mw solar plants each for 3 other Iran cities. Construction start early '16.
Heavy Siberian snow may portend tough US winter.
Canadian Solar (CSIQ) net profit fell 71% in 3Q.
Space mining would cost less than 1 LNG plant: study.
Shift to low-carbon energy too slow: IEA. Low oil prices could slow transition.
"Trust the markets" to make EPA Clean Power Plan work: EPA to state regulators.
Wind, solar power will be cheaper than natgas in UK by '20, effectively subsidy-free: Committee on Climate Change.
Banks still don't incorporate climate risks into lending: report.
Most G20 members posting CO2 emissions declines: study.
NY doubling incentives for low-income solar installs.
German comp to build 1.25Gw solar plant in Tehran area, 500Mw solar plants each for 3 other Iran cities. Construction start early '16.
Heavy Siberian snow may portend tough US winter.
Canadian Solar (CSIQ) net profit fell 71% in 3Q.
Space mining would cost less than 1 LNG plant: study.
TUESDAY OPEN .... MARKET DOWN 64/31/2
WTI over $44, Brent over $47.
(stock #s in %): solar getting burnt
FSLR down 6. SCTY down 5, new low. SPWR down 6. SUNE down 16, new low after reporting. TERP down 9. CSIQ down 6 with volume after reporting. RGSE down 41. SEDG down 6. SKYS down 8.
rest of stocks:
LSCG up 31. LEXG up 22. NGLPF up 20 with volume. HMGLF up 8. KNDI up 7.
MKTY down 77, new low. XDSL down 20. PLUG down 18 with volume. BSRC down 13. OOIL down 10 with news. ENPH down 8, new low. PEIX down 7, new low. BYDDF down 7. FCEL down 5. ENOC down 4, new low. CREG down 1, new low.
(stock #s in %): solar getting burnt
FSLR down 6. SCTY down 5, new low. SPWR down 6. SUNE down 16, new low after reporting. TERP down 9. CSIQ down 6 with volume after reporting. RGSE down 41. SEDG down 6. SKYS down 8.
rest of stocks:
LSCG up 31. LEXG up 22. NGLPF up 20 with volume. HMGLF up 8. KNDI up 7.
MKTY down 77, new low. XDSL down 20. PLUG down 18 with volume. BSRC down 13. OOIL down 10 with news. ENPH down 8, new low. PEIX down 7, new low. BYDDF down 7. FCEL down 5. ENOC down 4, new low. CREG down 1, new low.
Monday, November 9, 2015
MONDAY CLOSE .... MARKET DOWN 179/51/20
WTI $44, Brent over $47. US natgas $2.31.
(stock #s in %):
ASPW up 150. LEXG up 84, new high. BFRE up 60. BLQN up 56 with heavy volume. JUHL up 36, up 6x from 12-mo low. XDSL up 25. LEOM up 20, up 9x from low. ELON up 13 with volume. LYSDY up 9 with heavy volume. ABGB up 9. WATT up 7 with heavy volume. LYTS up 2, new high.
ALTI down 50, still up 2x from bottom. ABAT down 20. LSCG down 18. KNDI down 16 with heavy volume after reporting. AMLM down 16. VSPC down 16, new low with heavy volume. PSON down 14. PLUG down 14 with heavy volume after reporting. BLSP down 11. SEDG down 9. SKYS down 8. CABN down 8 with heavy volume. PEIX down 6, new low with volume. ENOC down 5, new low with volume. SCTY down 4, new low. SLTD down 4. TSLA down 3.
(stock #s in %):
ASPW up 150. LEXG up 84, new high. BFRE up 60. BLQN up 56 with heavy volume. JUHL up 36, up 6x from 12-mo low. XDSL up 25. LEOM up 20, up 9x from low. ELON up 13 with volume. LYSDY up 9 with heavy volume. ABGB up 9. WATT up 7 with heavy volume. LYTS up 2, new high.
ALTI down 50, still up 2x from bottom. ABAT down 20. LSCG down 18. KNDI down 16 with heavy volume after reporting. AMLM down 16. VSPC down 16, new low with heavy volume. PSON down 14. PLUG down 14 with heavy volume after reporting. BLSP down 11. SEDG down 9. SKYS down 8. CABN down 8 with heavy volume. PEIX down 6, new low with volume. ENOC down 5, new low with volume. SCTY down 4, new low. SLTD down 4. TSLA down 3.
STUFF.... EARTH TO CROSS 1*C TEMP INCREASE BARRIER
Earth to cross 1*C temp increase from historical avg this year.
100M more people in world could sink into poverty by '30 from climate change impacts: World Bank.
Small investment in tropical forests might store billions of tons more of CO2: study.
Hundreds of elephants slaughtered in Congo.
TXU Energy in TX offering free nighttime el, partly from abundant wind power.
EPA expanding on-road emissions tests for all diesel makes, models.
Bloomberg PAC ad campaign v. 4 state AGs opposing clean power rules.
It takes ~12 oil trains/day to move amount of oil Keystone XL would have.
Youth, enviros suing LA over oil wells.
Building Energy (Italy) to build CHP biomass plant in Serbia. 4.8Mw el, 20Mw thermal for $29M. Woodchip fuel.
Sun Edison (SUNE) completed 942Kw solar plant in NH for wastewater plant, other govt bldgs in town. Canadian Solar (CSIQ) panels. $2.6M cost.
China admitted burning 17% more coal in recent years than reported. ~600M tons more in '12 - near 75% that burned in US.
$34B of banks' $276B of loans to oil/gas comps now non-performing.
Bakken oil selling for $30/bl at wellhead. Comps losing $11-38/bl.
River water levels in Switzerland lowest in decade. Fuel supplies stuck in Netherlands, Belgium.
Chevron unit started production from offshore oil/gas field shared by Congo, Angola.
US oil rig count down by 6 last week. Down to ~1/3 of same time last year.
Noble Energy brought 2 new Gulf of Mexico deepwater fields onstream. 45Kb/d peak.
US drivers overpaying ~$1B in '15 for gasoline. (Guess who got that $1B.)
Showa Shell completed 49Mw biomass power plant in Japan. Wood pellets, palm kernel shells fuelstock.
US judge rejected 200Mw NV wind farm. (Since when do judges decide on wind farms?)
Peabody Coal to disclose risks to assets from climate change.
Drought relief in some parts of Cal from recent rains. New stormwater capture tech in LA.
EPA clean power plan could cost economy $300B: fossil fuel industry report.
1st wind farm proposed offshore Cal.
Private sector in US pays 35% more than fed jobs.
2 trains derailed in Wisc spilling ethanol, crude oil.
VW offering diesel car owners up to $1K each.
DOT $28M grant to MD to study maglev train.
100M more people in world could sink into poverty by '30 from climate change impacts: World Bank.
Small investment in tropical forests might store billions of tons more of CO2: study.
Hundreds of elephants slaughtered in Congo.
TXU Energy in TX offering free nighttime el, partly from abundant wind power.
EPA expanding on-road emissions tests for all diesel makes, models.
Bloomberg PAC ad campaign v. 4 state AGs opposing clean power rules.
It takes ~12 oil trains/day to move amount of oil Keystone XL would have.
Youth, enviros suing LA over oil wells.
Building Energy (Italy) to build CHP biomass plant in Serbia. 4.8Mw el, 20Mw thermal for $29M. Woodchip fuel.
Sun Edison (SUNE) completed 942Kw solar plant in NH for wastewater plant, other govt bldgs in town. Canadian Solar (CSIQ) panels. $2.6M cost.
China admitted burning 17% more coal in recent years than reported. ~600M tons more in '12 - near 75% that burned in US.
$34B of banks' $276B of loans to oil/gas comps now non-performing.
Bakken oil selling for $30/bl at wellhead. Comps losing $11-38/bl.
River water levels in Switzerland lowest in decade. Fuel supplies stuck in Netherlands, Belgium.
Chevron unit started production from offshore oil/gas field shared by Congo, Angola.
US oil rig count down by 6 last week. Down to ~1/3 of same time last year.
Noble Energy brought 2 new Gulf of Mexico deepwater fields onstream. 45Kb/d peak.
US drivers overpaying ~$1B in '15 for gasoline. (Guess who got that $1B.)
Showa Shell completed 49Mw biomass power plant in Japan. Wood pellets, palm kernel shells fuelstock.
US judge rejected 200Mw NV wind farm. (Since when do judges decide on wind farms?)
Peabody Coal to disclose risks to assets from climate change.
Drought relief in some parts of Cal from recent rains. New stormwater capture tech in LA.
EPA clean power plan could cost economy $300B: fossil fuel industry report.
1st wind farm proposed offshore Cal.
Private sector in US pays 35% more than fed jobs.
2 trains derailed in Wisc spilling ethanol, crude oil.
VW offering diesel car owners up to $1K each.
DOT $28M grant to MD to study maglev train.
MONDAY OPEN .... MARKET DOWN 159/47/19
WTI ~$44, Brent over $47.
OECD trimmed its global growth forecast on emerging market slowdown.
China to allow direct conversion between yuan, Swiss franc.
(stock #s in %):
BLQN up 57 with volume, up 6x from 12-month low. XDSL up 25. CABN up 19. LEXG up 15, new high. WATT up 10 with volume, news. ABGB up 10. LYSDY up 9 with heavy volume. LYTS up 5, new high.
KNDI down 20 with volume after reporting. AMLM down 19. LSCG down 12. PLUG down 11 after reporting. BSRC down 10 with volume, still up 12x from bottom. SEDG down 9. PEIX down 4, new low.
OECD trimmed its global growth forecast on emerging market slowdown.
China to allow direct conversion between yuan, Swiss franc.
(stock #s in %):
BLQN up 57 with volume, up 6x from 12-month low. XDSL up 25. CABN up 19. LEXG up 15, new high. WATT up 10 with volume, news. ABGB up 10. LYSDY up 9 with heavy volume. LYTS up 5, new high.
KNDI down 20 with volume after reporting. AMLM down 19. LSCG down 12. PLUG down 11 after reporting. BSRC down 10 with volume, still up 12x from bottom. SEDG down 9. PEIX down 4, new low.
Saturday, November 7, 2015
EXTRA STUFF
Sauds delaying $3B oil field expansion at least 1 yr, plan to develop LNG export terminal.
UAE plans to expand oil production 100Kb/d put on hold.
Kuwait sees up to 5-yr global oil glut.
Greenpeace booted out of India.
Unprecedented 2nd cyclone bearing down on Yemen. (I remember when the quakenami ended the war in Bali. I think it was Bali. Or Sumatra? Or somewhere around there. Point is, an extreme geo event ended a war. '07? '08? The big tsunami from the quake offshore. But now extreme weather attacking war. Go extreme weather!)
UAE plans to expand oil production 100Kb/d put on hold.
Kuwait sees up to 5-yr global oil glut.
Greenpeace booted out of India.
Unprecedented 2nd cyclone bearing down on Yemen. (I remember when the quakenami ended the war in Bali. I think it was Bali. Or Sumatra? Or somewhere around there. Point is, an extreme geo event ended a war. '07? '08? The big tsunami from the quake offshore. But now extreme weather attacking war. Go extreme weather!)
FRIDAY CLOSE .... MARKET UP 46/19/--
WTI under $45, Brent under $49. US natgas $2.37.
IMF predicting 3.6% global growth in '16, up from 3.1% in '15.
Mexico decriminalizing marijuana.
UN declared Sierra Leone ebola free.
(stock #s in %):
ALTI up 100. BSRC up 27. BLQN up 26. AMLM up 24 with volume. PSON up 18 with volume. ERII up 16, new high with heavy volume after reporting. BLSP, GTATQ up 14. OLED up 12 with heavy volume. WPRT up 12 with volume. MGPHF, FSYS up 10.
JUHL down 26. WWPW down 18. FNVRF down 15. SENY down 13. ZNNMF down 12 with heavy volume. GEVO down 11 with volume. ENZR, XDSL down 11. SLTD down 10 with volume. LSCG down 10. PEIX down 9, new low with volume. CREE down 8 with volume. GPHBF down 7, new low. SEDG down 6. ENOC down 5, new low with heavy volume. ENPH down 4, new low with heavy volume.
IMF predicting 3.6% global growth in '16, up from 3.1% in '15.
Mexico decriminalizing marijuana.
UN declared Sierra Leone ebola free.
(stock #s in %):
ALTI up 100. BSRC up 27. BLQN up 26. AMLM up 24 with volume. PSON up 18 with volume. ERII up 16, new high with heavy volume after reporting. BLSP, GTATQ up 14. OLED up 12 with heavy volume. WPRT up 12 with volume. MGPHF, FSYS up 10.
JUHL down 26. WWPW down 18. FNVRF down 15. SENY down 13. ZNNMF down 12 with heavy volume. GEVO down 11 with volume. ENZR, XDSL down 11. SLTD down 10 with volume. LSCG down 10. PEIX down 9, new low with volume. CREE down 8 with volume. GPHBF down 7, new low. SEDG down 6. ENOC down 5, new low with heavy volume. ENPH down 4, new low with heavy volume.
Friday, November 6, 2015
STUFF
World still on track to emit 12B more tons of GHGs by '30 than 2*C temp increase allows: UN.
Scientists warned LBJ about global warming climate change 50 yrs ago. (Well, he was busy waging war on poverty and Vietnam.)
NY investigating Exxon for climate change lies. (Exxon: "we didn't lie.")
Pew poll found majority of citizens in 39 countries support limiting GHGs.
Obama rejected Keystone XL pipeline, touted US leadership on climate change.
13 retired admirals, generals calling for immediate action to upgrade US el grid to reduce security risks.
14 extreme weather events in '14 related to global warming climate change: NOAA.
Heavy rains in US west brought some drought relief except in California.
Scientists breeding coral to survive effects of ocean warming.
Austria's largest state now 100% powered by clean/renewables.
1st Mexican green bond. $500M, 5-year at 3.41%. Demand over $2.5B. Focus on wind power. 3rd LatAm green bond.
Invenergy started up 31.5Mw energy storage plant in WV. Compliments 100Mw wind farm. Using BYD (BYDDF) tech.
About 1% of Bakken oil production profitable at current prices.
VW suspended sales of diesel cars in N Am.
Sauds cut oil prices for Europe to $4.75/bl discount to Brent. Lost 3% of market lately.
Dynergy to shut 465Mw IL coal plant next year. 50-60 yrs old.
Bolivia-Germany energy co-operation pact.
S Africa gold mine to tender 40Mw PV solar.
Belgian brewer says high atmos temps shortens brewing season about a month v. '50's.
Scientists warned LBJ about global warming climate change 50 yrs ago. (Well, he was busy waging war on poverty and Vietnam.)
NY investigating Exxon for climate change lies. (Exxon: "we didn't lie.")
Pew poll found majority of citizens in 39 countries support limiting GHGs.
Obama rejected Keystone XL pipeline, touted US leadership on climate change.
13 retired admirals, generals calling for immediate action to upgrade US el grid to reduce security risks.
14 extreme weather events in '14 related to global warming climate change: NOAA.
Heavy rains in US west brought some drought relief except in California.
Scientists breeding coral to survive effects of ocean warming.
Austria's largest state now 100% powered by clean/renewables.
1st Mexican green bond. $500M, 5-year at 3.41%. Demand over $2.5B. Focus on wind power. 3rd LatAm green bond.
Invenergy started up 31.5Mw energy storage plant in WV. Compliments 100Mw wind farm. Using BYD (BYDDF) tech.
About 1% of Bakken oil production profitable at current prices.
VW suspended sales of diesel cars in N Am.
Sauds cut oil prices for Europe to $4.75/bl discount to Brent. Lost 3% of market lately.
Dynergy to shut 465Mw IL coal plant next year. 50-60 yrs old.
Bolivia-Germany energy co-operation pact.
S Africa gold mine to tender 40Mw PV solar.
Belgian brewer says high atmos temps shortens brewing season about a month v. '50's.
FRIDAY OPEN .... DOW UP 14, NAZ DOWN 11, S&P DOWN 11
WTI under $45, Brent under $48.
271K new US jobs October. More certainty of interest rate rise next month.
(stock #s in %):
ERII up 21, new high with volume after reporting late yesterday. BLSP up 20. OLED up 14 with volume. GTATQ up 14.
LSCG down 21. ABAT down 16. SENY down 12. XDSL down 11. CREE, LEDS down 9. ENPH down 8, new low. GPHBF down 7, new low. SEDG down 6 after yesterday's surge. SLTD down 5. ENOC down 3, new low with volume.
271K new US jobs October. More certainty of interest rate rise next month.
(stock #s in %):
ERII up 21, new high with volume after reporting late yesterday. BLSP up 20. OLED up 14 with volume. GTATQ up 14.
LSCG down 21. ABAT down 16. SENY down 12. XDSL down 11. CREE, LEDS down 9. ENPH down 8, new low. GPHBF down 7, new low. SEDG down 6 after yesterday's surge. SLTD down 5. ENOC down 3, new low with volume.
Thursday, November 5, 2015
THURSDAY CLOSE .... MARKET DOWN 4/14/2
WTI under $46, Brent ~$48. US natgas $2.38.
US productivity up on self-employed less hours.
Yellen has violated "1 of cardinal rules" of economists: Citi. (I know, I didn't find out which one.)
(stock #s in %):
BLQN up 100 with heavy volume, up 3x from 12-month low. LSCG up 45. ACFN up 42. SEDG up 28 with heavy volume. WWPW up 18 with volume. OOIL up 11 with volume. POWR up 10 with heavy volume. ENZR up 9. VWDRY up 4, new high. SLTD up 1 with heavy volume after reporting.
ALTI down 50. ENOC down 38, new low with heavy volume after reporting. DPSM down 24. EFOI down 22 with volume. MKTY down 19 with heavy volume after reporting. BSRC down 18 with heavy volume. PSON down 16, new low with heavy volume. GTATQ down 11. MYRG down 10, new low with heavy volume. VSPC down 10. OESX down 8, new low with volume. BLSP down 8. SUNE down 6. CREG down 4, new low. RVLT down 3 with volume after reporting. PEIX down 2, new low with volume.
US productivity up on self-employed less hours.
Yellen has violated "1 of cardinal rules" of economists: Citi. (I know, I didn't find out which one.)
(stock #s in %):
BLQN up 100 with heavy volume, up 3x from 12-month low. LSCG up 45. ACFN up 42. SEDG up 28 with heavy volume. WWPW up 18 with volume. OOIL up 11 with volume. POWR up 10 with heavy volume. ENZR up 9. VWDRY up 4, new high. SLTD up 1 with heavy volume after reporting.
ALTI down 50. ENOC down 38, new low with heavy volume after reporting. DPSM down 24. EFOI down 22 with volume. MKTY down 19 with heavy volume after reporting. BSRC down 18 with heavy volume. PSON down 16, new low with heavy volume. GTATQ down 11. MYRG down 10, new low with heavy volume. VSPC down 10. OESX down 8, new low with volume. BLSP down 8. SUNE down 6. CREG down 4, new low. RVLT down 3 with volume after reporting. PEIX down 2, new low with volume.
STUFF
Global warming over 2*C "not an option": UN climate chief.
Intl efforts to reduce carbon emissions have already saved US ~$200B: NYU economists. Could reach $10T by '50.
Long Island ecosystems dying from septic systems, nitrogen pollution, algae blooms, warmer waters.
Record high ocean temps contributing to poisonous crabs on US west coast, death of sea animals from algae blooms: scientists.
Coal plant shutdowns lowering US emissions to 20-yr low: Sierra Club.
Dolphins had trouble reproducing after BP spill in Gulf of Mex: study.
Sauds giving up on wheat farms because of water shortage.
Journalists who linked elephant kills to police arrested in Zimbabwe.
Oregon's temperature standards not sufficient to protect salmon in warming rivers: NOAA. State to work with feds to restore cold water "refuges".
Investors should take climate change seriously: BlackRock.
Volcano eruption in Bali.
VW setting aside $2.2B for emissions cheat. Admitted lowballing gasoline models' emissions.
Fed judge tossed BLM OK of Nevada's largest wind power project.
Sun Edison (SUNE) won all 500Mw of solar cap in latest India auction. Bid 4.63 rupees/Kwh.
Solar Power (SOPW) planning $300M US IPO, internet crowd funding of projects.
US oil production up est. 48Kb/d (+/- 100Kb/d) last week: EIA.
Indonesia to roll out B20 next year.
So Cal Ed to spend $12B next 3 yrs to upgrade grid.
Recurrent Energy - Canadian Solar (CSIQ) unit - completed $115M finance for 60Mw solar farm in Cal. Online 3Q16. To sell power to LA Water Dept.
Japan Asia Group to build 17Mw solar farm in Japan. Kyocera panels. Online 1Q17.
Intl efforts to reduce carbon emissions have already saved US ~$200B: NYU economists. Could reach $10T by '50.
Long Island ecosystems dying from septic systems, nitrogen pollution, algae blooms, warmer waters.
Record high ocean temps contributing to poisonous crabs on US west coast, death of sea animals from algae blooms: scientists.
Coal plant shutdowns lowering US emissions to 20-yr low: Sierra Club.
Dolphins had trouble reproducing after BP spill in Gulf of Mex: study.
Sauds giving up on wheat farms because of water shortage.
Journalists who linked elephant kills to police arrested in Zimbabwe.
Oregon's temperature standards not sufficient to protect salmon in warming rivers: NOAA. State to work with feds to restore cold water "refuges".
Investors should take climate change seriously: BlackRock.
Volcano eruption in Bali.
VW setting aside $2.2B for emissions cheat. Admitted lowballing gasoline models' emissions.
Fed judge tossed BLM OK of Nevada's largest wind power project.
Sun Edison (SUNE) won all 500Mw of solar cap in latest India auction. Bid 4.63 rupees/Kwh.
Solar Power (SOPW) planning $300M US IPO, internet crowd funding of projects.
US oil production up est. 48Kb/d (+/- 100Kb/d) last week: EIA.
Indonesia to roll out B20 next year.
So Cal Ed to spend $12B next 3 yrs to upgrade grid.
Recurrent Energy - Canadian Solar (CSIQ) unit - completed $115M finance for 60Mw solar farm in Cal. Online 3Q16. To sell power to LA Water Dept.
Japan Asia Group to build 17Mw solar farm in Japan. Kyocera panels. Online 1Q17.
THURSDAY OPEN .... MARKET DOWN 69/40/11
WTI under $46, Brent under $49.
EU cut growth, inflation outlook. ECB decision soon.
(stock #s in %):
LSCG up 45. SEDG up 24 with volume. LMRMF up 22. LEDS up 13. EVSI up 10. OOIL up 9 with news.
ENOC down 30, new low with volume after reporting. MKTY down 28 with heavy volume after reporting. DPSM down 24. BSRC down 18 with volume, still up 11x from 12-month low. ABAT down 16. PSON down 16, new low with heavy volume. EFOI down 14. GPHBF down 11, new low with volume. XDSL down 11. RVLT down 8 after reporting. OESX down 7, new low. PEIX down 4, new low.
EU cut growth, inflation outlook. ECB decision soon.
(stock #s in %):
LSCG up 45. SEDG up 24 with volume. LMRMF up 22. LEDS up 13. EVSI up 10. OOIL up 9 with news.
ENOC down 30, new low with volume after reporting. MKTY down 28 with heavy volume after reporting. DPSM down 24. BSRC down 18 with volume, still up 11x from 12-month low. ABAT down 16. PSON down 16, new low with heavy volume. EFOI down 14. GPHBF down 11, new low with volume. XDSL down 11. RVLT down 8 after reporting. OESX down 7, new low. PEIX down 4, new low.
Wednesday, November 4, 2015
WEDNESDAY CLOSE .... MARKET DOWN 50/2/7
WTI over $46, Brent over $48. US natgas $2.27.
(stock #s in %):
EFOI up 37 with heavy volume after reporting, up 5x from 12-month bottom. DPSM up 14 with volume. LYSDY up 13. SSNI up 13 with heavy volume. TSLA up 11 with heavy volume after reporting. RVLT up 5. LYTS up 3, new high with volume.
ENPH down 37, new low with very heavy volume. BSRC down 35 with heavy volume. GTATQ down 22 with volume. LSCG down 19. ACFN down 12. EVSI down 11. LEOM, WEST, XDSL, SENY down 10. CCGI down 10 with heavy volume.
(stock #s in %):
EFOI up 37 with heavy volume after reporting, up 5x from 12-month bottom. DPSM up 14 with volume. LYSDY up 13. SSNI up 13 with heavy volume. TSLA up 11 with heavy volume after reporting. RVLT up 5. LYTS up 3, new high with volume.
ENPH down 37, new low with very heavy volume. BSRC down 35 with heavy volume. GTATQ down 22 with volume. LSCG down 19. ACFN down 12. EVSI down 11. LEOM, WEST, XDSL, SENY down 10. CCGI down 10 with heavy volume.
STUFF
Less than 25% of Americans extremely or very worried about global warming climate change. 33% moderately worried. 38% not too worried or worried at all.
US to continue Keystone XL review despite request to pause (to wait for next president.)
VW emissions issues spread to gasoline cars.
Goldman Sachs plans to near quadruple clean power investments.
California clean car rules not tough enough: Tesla CEO.
China agrees to CO2 monitoring in future accord.
Rare cyclone dropped 7 years worth of rain on Yemen.
Weatherman fired in France for claiming climate change a "scandal".
Alaska railroad OK'd to expand its LNG shipments.
Texas regulators closed their books on earthquakes linked to oil/gas comps.
Shrinking Norway NG production challenging Europe supply.
Baltimore G&E: customers opting out of smart meters more than 3x than anticipated.
African Development Bank president says he can mobilize $55B/yr to bring el to poorest in Africa.
2 6Mw wood biomass power plants to be built in Japan.
Hitachi unit completed 6Mw, $25M woodchip-fired power plant in Japan.
(Why wood power plants at $4/w to build + wood fuel costs when wind is $2/w, solar $3-4/w with no fuel costs? Why? Why is that?)
NRW Bank issued E500M green bond.
US to continue Keystone XL review despite request to pause (to wait for next president.)
VW emissions issues spread to gasoline cars.
Goldman Sachs plans to near quadruple clean power investments.
California clean car rules not tough enough: Tesla CEO.
China agrees to CO2 monitoring in future accord.
Rare cyclone dropped 7 years worth of rain on Yemen.
Weatherman fired in France for claiming climate change a "scandal".
Alaska railroad OK'd to expand its LNG shipments.
Texas regulators closed their books on earthquakes linked to oil/gas comps.
Shrinking Norway NG production challenging Europe supply.
Baltimore G&E: customers opting out of smart meters more than 3x than anticipated.
African Development Bank president says he can mobilize $55B/yr to bring el to poorest in Africa.
2 6Mw wood biomass power plants to be built in Japan.
Hitachi unit completed 6Mw, $25M woodchip-fired power plant in Japan.
(Why wood power plants at $4/w to build + wood fuel costs when wind is $2/w, solar $3-4/w with no fuel costs? Why? Why is that?)
NRW Bank issued E500M green bond.
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