ISIS bombings near Shiite shrine in Syria as Syria peace talks begin.
ISIS has lost 5% of territory once held in Syria.
UN wants $861M to help Iraq humanitarian needs.
US $97M pledge for Ethiopia drought/famine.
9 Americans arrested by Sauds in terrorist roundup.
US warship entered waters claimed by China without clearance.
Another Russian fighter flew over Turkey.
Iran canceled London summit for new oil deals.
7.0 quake E. Russia. Volcano blow in Mexico.
US oil in storage hit record 495M bls.
Russia may cancel tax breaks for oil/gas.
Saud cash reserves down to ~$600B.
US banned imports of genmod salmon.
Europe summers warmest in 2 millennia lately: studiers.
Happy February, rockheads.
Sunday, January 31, 2016
Saturday, January 30, 2016
FRIDAY CLOSE .... MARKET UP 396/107/46
WTI over $33, Brent ~$36. US natgas $2.30.
Russia may cut its oil production if all oil exporters agree on deal.
US plans airstrikes in Libya to protect oil assets from ISIS.
Israel minister calling for Kurd independence.
Pakistan kept key rate at 6%.
(stock #s in %):
PTOS up 49. PSON up 48. GPRC up 33, up 12x from 12-month bottom. WATT up 31 with very heavy volume, news. ACFN up 26 with heavy volume. GCTAF up 21, new high with heavy volume, news. CHGT up 16. GEVO, PEIX, INGXF up 12. CDTI up 11 with volume. QTMM up 11 with news. URRE, XSNX up 11. OLED up 10 with volume, news. LYTS up 9 with volume. EFOI up 8. SPWR, AMSC up 7. ELON up 7 with volume. FSLR up 4.
LEXG down 23. LSCG down 14. PSPW down 13. SKYS flat after new low.
Russia may cut its oil production if all oil exporters agree on deal.
US plans airstrikes in Libya to protect oil assets from ISIS.
Israel minister calling for Kurd independence.
Pakistan kept key rate at 6%.
(stock #s in %):
PTOS up 49. PSON up 48. GPRC up 33, up 12x from 12-month bottom. WATT up 31 with very heavy volume, news. ACFN up 26 with heavy volume. GCTAF up 21, new high with heavy volume, news. CHGT up 16. GEVO, PEIX, INGXF up 12. CDTI up 11 with volume. QTMM up 11 with news. URRE, XSNX up 11. OLED up 10 with volume, news. LYTS up 9 with volume. EFOI up 8. SPWR, AMSC up 7. ELON up 7 with volume. FSLR up 4.
LEXG down 23. LSCG down 14. PSPW down 13. SKYS flat after new low.
Friday, January 29, 2016
13 OF 15 WARMEST YEARS ON RECORD OCCURRED IN THIS CENTURY. 1-IN-5K to 1-IN-170K ODDS IT'S HAPPENED NATURALLY: MORE ODDSMAKERS.
California PUC retaining system paying solar power users retail rate for excess power. Fees added for future users.
Senate voted to boost spending for DOE office for cutting-edge energy tech. Also voted to boost nuke power research.
No carbon cap and trade for me: Rubio.
Iowans committed to caucus on clean energy. (Caucus an Algonquin word for powwow between the big boys.)
Snowzilla may have been helped by slowing Gulf Stream.
Argentina president cut energy subsidies.
Solar power now cheaper than coal: India minister. 4.34 rupees/Kwh in latest auction.
Nuke waste dilemma in Germany. 126K drums buried in salt mine in '70's. Race to dig it all up before seepage.
World heritage forests burning in Tasmania.
High % of children under 6 testing positive for too much lead in several more Michigan cities.
Mali's elephants could be gone in 3 yrs.
DOI paused permitting to study offshore Cal fracking impact on Pacific Ocean.
France using 600 miles of roads to generate el.
US states moving toward utility revenue decoupling. Keeps revs stable while helping energy efficiency, clean power.
Jamaica got 10 bids for 37Mw clean power in tender.
India acquiesced to US in solar power dispute.
Distributed power storage for solar systems market to be $8B by '26: Lux Research.
Brazil distributed powergen connections tripled in'15.
Japan started up 1st MOX nuke reactor since Fukushima.
Canadian Solar (CSIQ) got $70M in loans, equity investment from IFC.
Engie unit won 140Mw solar contract in India. Got 1/3 of auction.
SPCG deals in Japan, Myanmar, Philippines to near double its solar powgen to 500Mw in 3 yrs.
Comp got $63M finance for 40Mw solar project in Mozambique.
Scatec Solar targeting up to 1.6Gw solar by '18.
India's largest power utility launched 750Mw solar tender.
930Mw solar power deal between United PV, Hareon Solar fell through.
Siemens wants to merge with Gamesa (GCTAF up large today.)
Siemens 172Mw wind turbine order for Ireland onshore.
Singapore comp to develop 1Gw wind in India.
Google 225Mw wind power buy from Invenergy in Texas.
Sandia researching 50Mw offshore wind turbine with bending blades for high winds.
GE working to bring oil industry into digital age.
Investment in oil/gas for '15-'20 has been slashed $1.8T v. '14 plans. $10T needed to meet 17Mb/d more demand by '40 says a Saud.
Renewable Energy (REGI) teaming with Exxon to develop cellulosic biodiesel. (REGI up today.)
Senate voted to boost spending for DOE office for cutting-edge energy tech. Also voted to boost nuke power research.
No carbon cap and trade for me: Rubio.
Iowans committed to caucus on clean energy. (Caucus an Algonquin word for powwow between the big boys.)
Snowzilla may have been helped by slowing Gulf Stream.
Argentina president cut energy subsidies.
Solar power now cheaper than coal: India minister. 4.34 rupees/Kwh in latest auction.
Nuke waste dilemma in Germany. 126K drums buried in salt mine in '70's. Race to dig it all up before seepage.
World heritage forests burning in Tasmania.
High % of children under 6 testing positive for too much lead in several more Michigan cities.
Mali's elephants could be gone in 3 yrs.
DOI paused permitting to study offshore Cal fracking impact on Pacific Ocean.
France using 600 miles of roads to generate el.
US states moving toward utility revenue decoupling. Keeps revs stable while helping energy efficiency, clean power.
Jamaica got 10 bids for 37Mw clean power in tender.
India acquiesced to US in solar power dispute.
Distributed power storage for solar systems market to be $8B by '26: Lux Research.
Brazil distributed powergen connections tripled in'15.
Japan started up 1st MOX nuke reactor since Fukushima.
Canadian Solar (CSIQ) got $70M in loans, equity investment from IFC.
Engie unit won 140Mw solar contract in India. Got 1/3 of auction.
SPCG deals in Japan, Myanmar, Philippines to near double its solar powgen to 500Mw in 3 yrs.
Comp got $63M finance for 40Mw solar project in Mozambique.
Scatec Solar targeting up to 1.6Gw solar by '18.
India's largest power utility launched 750Mw solar tender.
930Mw solar power deal between United PV, Hareon Solar fell through.
Siemens wants to merge with Gamesa (GCTAF up large today.)
Siemens 172Mw wind turbine order for Ireland onshore.
Singapore comp to develop 1Gw wind in India.
Google 225Mw wind power buy from Invenergy in Texas.
Sandia researching 50Mw offshore wind turbine with bending blades for high winds.
GE working to bring oil industry into digital age.
Investment in oil/gas for '15-'20 has been slashed $1.8T v. '14 plans. $10T needed to meet 17Mb/d more demand by '40 says a Saud.
Renewable Energy (REGI) teaming with Exxon to develop cellulosic biodiesel. (REGI up today.)
FRIDAY OPEN .... MARKET UP 220/57/21
WTI, Brent over $34.
Bank of Japan went to negative rates.
US GDP 4Q up .7%.
Taiwan entered into technical recession.
Europe inflation higher.
Russian minister lowering expectations of oil production cut deal.
(stock #s in %):
WATT up 48 with very heavy volume. VSPC up 20 with news. GCTAF up 20. GEVO up 13. AMTX up 12. AXPW, BSRC up 10. GPHBF, URRE, WPRT up 8. TERP, OLED up 7. HQCL, PEIX up 6. ADES, AMSC, PLUG up 5.
MEEC down 16. MKTY down 8. CHGT, OPTT down 7.
Bank of Japan went to negative rates.
US GDP 4Q up .7%.
Taiwan entered into technical recession.
Europe inflation higher.
Russian minister lowering expectations of oil production cut deal.
(stock #s in %):
WATT up 48 with very heavy volume. VSPC up 20 with news. GCTAF up 20. GEVO up 13. AMTX up 12. AXPW, BSRC up 10. GPHBF, URRE, WPRT up 8. TERP, OLED up 7. HQCL, PEIX up 6. ADES, AMSC, PLUG up 5.
MEEC down 16. MKTY down 8. CHGT, OPTT down 7.
Thursday, January 28, 2016
30 YEARS AGO
30 years ago we watched the shuttle major malfunction. Launched in freezing air, ice covering the shuttle. O rings discussed. I read the NASA report when it came out. Months later an FAA Flight Service Station Operator working at Lunken Airfield in Cincinnati showed me the weather charts of launch day he had kept in his locker. He gave them to me. They showed windshear in central Florida at the altitude where the throttle goes back up. NASA launched anyway, giving our school children a nightmare. Moral: don't stretch the envelope too far.
THURSDAY CLOSE .... MARKET UP 125/38/10
WTI over $33, Brent over $34. US natgas $2.22.
Sauds proposing oil producing countries each cut production up to 5%: Russian official.
Fed to stress test 33 banks on severe global recession response.
(stock #s in %):
ALTI up 257 on 516 shares, up 10x from 12-month bottom. ACFN up 17 on very heavy volume, up 2x from recent bottom. FCSMF up 16. MKTY up 14 with very heavy volume. AMTX up 12. BBLU up 11. ADES up 10. SCTY up 8.
DSTI down 29 with heavy volume, near 3x day spread. CABN down 13 with very heavy volume. BSRC down 9. SUNE down 8. QTMM down 8 with volume. SKYS down 3, new low.
Sauds proposing oil producing countries each cut production up to 5%: Russian official.
Fed to stress test 33 banks on severe global recession response.
(stock #s in %):
ALTI up 257 on 516 shares, up 10x from 12-month bottom. ACFN up 17 on very heavy volume, up 2x from recent bottom. FCSMF up 16. MKTY up 14 with very heavy volume. AMTX up 12. BBLU up 11. ADES up 10. SCTY up 8.
DSTI down 29 with heavy volume, near 3x day spread. CABN down 13 with very heavy volume. BSRC down 9. SUNE down 8. QTMM down 8 with volume. SKYS down 3, new low.
1-IN-MILLION CHANCE THAT RECORD '14 GLOBAL HEAT WAS FROM NATURAL CLIMATE VARIABILITY: STUDY
Over 2 dozen states asking Supreme Court to stay Clean Power Plan.
China to invest $4.6B next 3 yrs to shutter coal mines, redeploy 1M workers.
World Future Energy Summit ending in Abu Dhabi.
GAO found gaps in military funding to defend US energy/power infra, industry.
US Senate began debate on energy bill focused on grid, oil/gas infra, nuke research, etc.
Toxic chem found in upstate NY water supply.
Other Michigan cities' water supply tainted by lead.
Texas got "F" in net metering for solar: report. Texas also seeking EPA exemption to use bee-killing pesticide.
7 winners of USDA/Microsoft challenge to develop online tools to make food supplies more resilient to climate change.
USDA "bank" to limit cropland conversion to wetlands.
China to build 40 new nuke power plants next 5 yrs. (Buy uranium mining comps.)
Pakistan to build new 2Gw nuke power plant.
Egypt shifting focus to wind power with 180M Euro program. Siemens, GE planning wind turbine plant(s).
HSH Nordbank targeting 1B Euro wind, solar investment in '16.
Mideast clean energy project finance more than doubled in '15 to $3.5B.
US wind industry 4Q15 installs more than all of '14 (~5Gw). 8.6Gw in '15. Up 77% v. '14. US now has 74.4Gw wind installed. 9.4Gw in construction, 4.9Gw more in development.
Enel Green MOU for $110M more wind power in Brazil.
Philippines leads ASEAN region with 400Mw wind power.
Consortium, funding in place to build 2B Pound, 450Mw wind farm offshore Scotland.
Hanwha (HQCL) 50Mw solar modules supply for India developer.
8point3 Energy (CAFD) wider 4Q loss, revenue miss.
2 comps to build 4.9Mw more solar in Turkey.
Ignite Power MOU for $50M off-grid solar in Rwanda by '18. 1M systems.
Jinko, RWE partnering up for 800Mw solar in UAE.
Duke Power added 300Mw solar in N Carolina in '15.
Solarcentury (UK) built, sold its 1st solar farm in Germany. 4.7Mw.
Lawrence Berkeley Lab, Australia/Swiss researchers developing cheaper solar cell manufacturing process without "dopant".
Nissan to make next-gen EV batts in UK.
$700/mo Tesla S leases now on table. (TSLA near its 12-month bottom.)
California adopted 1st-in-US LED efficiency rules.
PACCAR approved B20 for its trucks.
400 oil/gas comps may not survive cheap oil: Black Rock exec. (What's "too cheap" oil?)
US oil producers '15 losses expected to be ~$14B.
Canada delaying major oil/gas pipeline projects for climate reviews.
Argentina leaders planning to raise domestic natgas prices. $2.70-$3.00 now to $5.80. Fracking producers already get $7.50.
New Nigeria prez shaking up country's oil industry.
Iran new oil deals with France, Italy.
Vietnam planning move away from coal.
Florida House struck down attempts to weaken fracking bill.
California ordered checks of underground natgas fields.
DiCaprio, Pope met on environment.
China to invest $4.6B next 3 yrs to shutter coal mines, redeploy 1M workers.
World Future Energy Summit ending in Abu Dhabi.
GAO found gaps in military funding to defend US energy/power infra, industry.
US Senate began debate on energy bill focused on grid, oil/gas infra, nuke research, etc.
Toxic chem found in upstate NY water supply.
Other Michigan cities' water supply tainted by lead.
Texas got "F" in net metering for solar: report. Texas also seeking EPA exemption to use bee-killing pesticide.
7 winners of USDA/Microsoft challenge to develop online tools to make food supplies more resilient to climate change.
USDA "bank" to limit cropland conversion to wetlands.
China to build 40 new nuke power plants next 5 yrs. (Buy uranium mining comps.)
Pakistan to build new 2Gw nuke power plant.
Egypt shifting focus to wind power with 180M Euro program. Siemens, GE planning wind turbine plant(s).
HSH Nordbank targeting 1B Euro wind, solar investment in '16.
Mideast clean energy project finance more than doubled in '15 to $3.5B.
US wind industry 4Q15 installs more than all of '14 (~5Gw). 8.6Gw in '15. Up 77% v. '14. US now has 74.4Gw wind installed. 9.4Gw in construction, 4.9Gw more in development.
Enel Green MOU for $110M more wind power in Brazil.
Philippines leads ASEAN region with 400Mw wind power.
Consortium, funding in place to build 2B Pound, 450Mw wind farm offshore Scotland.
Hanwha (HQCL) 50Mw solar modules supply for India developer.
8point3 Energy (CAFD) wider 4Q loss, revenue miss.
2 comps to build 4.9Mw more solar in Turkey.
Ignite Power MOU for $50M off-grid solar in Rwanda by '18. 1M systems.
Jinko, RWE partnering up for 800Mw solar in UAE.
Duke Power added 300Mw solar in N Carolina in '15.
Solarcentury (UK) built, sold its 1st solar farm in Germany. 4.7Mw.
Lawrence Berkeley Lab, Australia/Swiss researchers developing cheaper solar cell manufacturing process without "dopant".
Nissan to make next-gen EV batts in UK.
$700/mo Tesla S leases now on table. (TSLA near its 12-month bottom.)
California adopted 1st-in-US LED efficiency rules.
PACCAR approved B20 for its trucks.
400 oil/gas comps may not survive cheap oil: Black Rock exec. (What's "too cheap" oil?)
US oil producers '15 losses expected to be ~$14B.
Canada delaying major oil/gas pipeline projects for climate reviews.
Argentina leaders planning to raise domestic natgas prices. $2.70-$3.00 now to $5.80. Fracking producers already get $7.50.
New Nigeria prez shaking up country's oil industry.
Iran new oil deals with France, Italy.
Vietnam planning move away from coal.
Florida House struck down attempts to weaken fracking bill.
California ordered checks of underground natgas fields.
DiCaprio, Pope met on environment.
THURSDAY OPEN .... MARKET UP 9/1/11
WTI ~$34, Brent over $34.
US durable goods orders down in Dec.
S Africa raised key rate to 6.75%.
(stock #s in %):
GLBL up 10. SCTY up 9. AMTX, CLNT, PALAF up 7. ASTI up 7 with news.
NFEC down 15. XDSL down 12. AWSL down 9. XSNX down 8. SUNE down 7.
US durable goods orders down in Dec.
S Africa raised key rate to 6.75%.
(stock #s in %):
GLBL up 10. SCTY up 9. AMTX, CLNT, PALAF up 7. ASTI up 7 with news.
NFEC down 15. XDSL down 12. AWSL down 9. XSNX down 8. SUNE down 7.
Wednesday, January 27, 2016
WEDNESDAY CLOSE .... MARKET DOWN 222/99/20 .... FED KEPT RATES UNCHANGED
WTI ~$32, Brent over $32. US natgas $2.19.
Brazil "a mess": Goldman Sachs.
Iran warning US ship to leave waters near Hormuz for Iran military tests.
Russia prelim '15 GDP down 3.7%.
Iraq Kurds agreement on independence vote: official.
Rouhani wants more sensible people in US Congress. (Um, how about his Republican Guard or ayatollahs or jihadists or whomever and sensible?!)
(stock #s in %):
MKTY up 51 with volume. XDSL up 33. MGPHF up 19. ACPW up 12 with heavy volume. GLBL up 12. BSRC, GTATQ, CDTI up 10. SUNE up 9 with news. BBLU, PRHL up 7. BLSP up 7 with very heavy volume.
BOPO down 40 with volume. MGLT down 30. NFEC down 15 with volume. FCSMF down 14. ENOC down 12 with very heavy volume. RGSE down 11. SZYM down 9. OPTT, LEXG, CERE down 8. AETI, AIXG down 7. ASTI down 6, new low with news. SKYS down 4, new low.
Brazil "a mess": Goldman Sachs.
Iran warning US ship to leave waters near Hormuz for Iran military tests.
Russia prelim '15 GDP down 3.7%.
Iraq Kurds agreement on independence vote: official.
Rouhani wants more sensible people in US Congress. (Um, how about his Republican Guard or ayatollahs or jihadists or whomever and sensible?!)
(stock #s in %):
MKTY up 51 with volume. XDSL up 33. MGPHF up 19. ACPW up 12 with heavy volume. GLBL up 12. BSRC, GTATQ, CDTI up 10. SUNE up 9 with news. BBLU, PRHL up 7. BLSP up 7 with very heavy volume.
BOPO down 40 with volume. MGLT down 30. NFEC down 15 with volume. FCSMF down 14. ENOC down 12 with very heavy volume. RGSE down 11. SZYM down 9. OPTT, LEXG, CERE down 8. AETI, AIXG down 7. ASTI down 6, new low with news. SKYS down 4, new low.
WORLD LEADERS INVITED TO UN TO SIGN CLIMATE PACT
Shift to clean power, natgas in US power mix may cut el costs up to 10% by '30 while reducing emissions up to 80%: study. HVDC power lines an answer.
Green bond market up 8% in '15.
Smart grid, batt power storage, energy efficiency comps raised $1.7B from VC funds in '15: Mercom.
Grid modernization under way at over 1/2 of US utilities.
UK el demand likely to outpace supply by over 40% in next decade: engineers.
Total corp global funding for wind power industry record $15.4B in '15: Mercom.
8.75Mw batt power storage system from braking subway cars in Philly starting up.
Ascent Solar (ASTI) got $7M more new funding.
1st commercial bank financing solar power in Namibia.
Illinois top state in energy-conserving buildings 3rd year in row.
Kawasaki, partners to build $84M govt-supported pilot hub in Japan to import liquid hydrogen made from Australia lignite.
50Mw of wind power proposals in Dutch province.
Wells Fargo, 8point3 bought 22Mw solar power built in Cal from Sun Ed (SUNE).
NTPC 750Mw solar power tender.
Siemens to supply 1st offshore wind farm in Finland. 10 4MW turbines. Online late '17.
Georgia (US) EV sales down 90% in last 6 mo.
S Cal Ed $22M EV charging pilot project.
US crude inventories at 80-year high.
Greece 1st EU country to buy Iran oil.
Coal industry would be better off with carbon tax: report.
Ohio regulators knew of lead risk in town's water supply, delayed action for months.
Green bond market up 8% in '15.
Smart grid, batt power storage, energy efficiency comps raised $1.7B from VC funds in '15: Mercom.
Grid modernization under way at over 1/2 of US utilities.
UK el demand likely to outpace supply by over 40% in next decade: engineers.
Total corp global funding for wind power industry record $15.4B in '15: Mercom.
8.75Mw batt power storage system from braking subway cars in Philly starting up.
Ascent Solar (ASTI) got $7M more new funding.
1st commercial bank financing solar power in Namibia.
Illinois top state in energy-conserving buildings 3rd year in row.
Kawasaki, partners to build $84M govt-supported pilot hub in Japan to import liquid hydrogen made from Australia lignite.
50Mw of wind power proposals in Dutch province.
Wells Fargo, 8point3 bought 22Mw solar power built in Cal from Sun Ed (SUNE).
NTPC 750Mw solar power tender.
Siemens to supply 1st offshore wind farm in Finland. 10 4MW turbines. Online late '17.
Georgia (US) EV sales down 90% in last 6 mo.
S Cal Ed $22M EV charging pilot project.
US crude inventories at 80-year high.
Greece 1st EU country to buy Iran oil.
Coal industry would be better off with carbon tax: report.
Ohio regulators knew of lead risk in town's water supply, delayed action for months.
WEDNESDAY OPEN .... MARKET DOWN 156/59/11 .... FED MEET.
WTI ~$31, Brent over $31.
GTATQ up 12. CLNT up 11. AMTX up 7. SUNE up 7 with news. RBCN up 6.
BOPO down 40. LEXG down 21. EVSI down 20. CHGT down 19. ENOC down 11 with heavy volume. SKYS down 7, new low. RGSE, ZAAP down 6.
GTATQ up 12. CLNT up 11. AMTX up 7. SUNE up 7 with news. RBCN up 6.
BOPO down 40. LEXG down 21. EVSI down 20. CHGT down 19. ENOC down 11 with heavy volume. SKYS down 7, new low. RGSE, ZAAP down 6.
Tuesday, January 26, 2016
TUESDAY CLOSE .... MARKET UP 282/49/26
WTI, Brent over $31. US natgas $2.18.
(stock #s in %):
CHGT up 31. VSPC up 30. AMRS up 23 with volume. MEEC up 21. NGLPF up 18. CERE up 16. HYSR up 13. SUNE, TERP, NTCXF up 12. SCTY up 11 with news. EVSI up 10 with heavy volume. GPRC up 9, up 12x from 12-month bottom. ZAAP, ZNNMF up 9. SEDG up 7.
ENOC down 14 with very heavy volume. XDSL down 14. AMTX down 13. ACFN down 12 with volume. QTWW down 10. SKYS down 7, new low with volume.
(stock #s in %):
CHGT up 31. VSPC up 30. AMRS up 23 with volume. MEEC up 21. NGLPF up 18. CERE up 16. HYSR up 13. SUNE, TERP, NTCXF up 12. SCTY up 11 with news. EVSI up 10 with heavy volume. GPRC up 9, up 12x from 12-month bottom. ZAAP, ZNNMF up 9. SEDG up 7.
ENOC down 14 with very heavy volume. XDSL down 14. AMTX down 13. ACFN down 12 with volume. QTWW down 10. SKYS down 7, new low with volume.
OCEAN WARMING LIKELY DOUBLE PREVIOUSLY THOUGHT: GERMAN RESEARCHERS
US could cut power production emissions up to 78% in 15 years: NOAA. (NOAA?!)
Onshore wind as cheap as coal power: IRENA.
Solar, wind have won energy tech race: German minister.
India support for 5GW more solar.
China 3Gw rooftop solar target to fight pollution.
Djibouti 300Mw solar planned.
Facebook to build 100% clean/renewable powered data center in Ireland (the land of lowest biz tax: hint, US. Um, Johnson Controls/Tyco move.)
EU clean power demand up 8% in '15.
Solar City (SCTY) $160M more credit to finance 195Mw more solar.
$221M Kenya wind project. 102Mw plus powerline. China partner. Online late '17.
Gamesa 2 new orders from India for 130Mw wind. 2Mw turbines.
US methane emissions rules meant to drop emissions up to 45% by '25 from '12 levels.
Study blames rich countries for poor countries' nitrogen footprint.
GE 2 deals in China for 1.3Gw natgas power. Late '17 delivery.
828Mw natgas power plant now online in Thailand.
Locust plague in Argentina.
Countries with Zika virus telling women not to get pregnant. (Brain damage to fetus. Could come to N Am.)
Calif insurance regulator urging coal divestment.
China fuel oversupply worsening: China oil comp exec.
Pace of drilling in N Sea down to record low.
Nigeria shut down 2 refineries (of 4) because of pipeline attacks cutting supply.
Tullow to be able to pump oil from offshore deepwater Ghana for ~$20/bl.
Mexico crude prices ~$20/bl.
IMF predicting Venezuela 8% GDP drop this year, 720% inflation.
Uruguay farmers demanding payments from Venezuela.
Canada oil sands producers plan higher than normal maintenance this year to squelch production.
Correction: US oil rig count down 5 last week. NG rig count down 8.
Texas reported its oil production down 5% in Nov from Oct.
Onshore wind as cheap as coal power: IRENA.
Solar, wind have won energy tech race: German minister.
India support for 5GW more solar.
China 3Gw rooftop solar target to fight pollution.
Djibouti 300Mw solar planned.
Facebook to build 100% clean/renewable powered data center in Ireland (the land of lowest biz tax: hint, US. Um, Johnson Controls/Tyco move.)
EU clean power demand up 8% in '15.
Solar City (SCTY) $160M more credit to finance 195Mw more solar.
$221M Kenya wind project. 102Mw plus powerline. China partner. Online late '17.
Gamesa 2 new orders from India for 130Mw wind. 2Mw turbines.
US methane emissions rules meant to drop emissions up to 45% by '25 from '12 levels.
Study blames rich countries for poor countries' nitrogen footprint.
GE 2 deals in China for 1.3Gw natgas power. Late '17 delivery.
828Mw natgas power plant now online in Thailand.
Locust plague in Argentina.
Countries with Zika virus telling women not to get pregnant. (Brain damage to fetus. Could come to N Am.)
Calif insurance regulator urging coal divestment.
China fuel oversupply worsening: China oil comp exec.
Pace of drilling in N Sea down to record low.
Nigeria shut down 2 refineries (of 4) because of pipeline attacks cutting supply.
Tullow to be able to pump oil from offshore deepwater Ghana for ~$20/bl.
Mexico crude prices ~$20/bl.
IMF predicting Venezuela 8% GDP drop this year, 720% inflation.
Uruguay farmers demanding payments from Venezuela.
Canada oil sands producers plan higher than normal maintenance this year to squelch production.
Correction: US oil rig count down 5 last week. NG rig count down 8.
Texas reported its oil production down 5% in Nov from Oct.
TUESDAY OPEN .... MARKET UP 240/31/20
WTI ~$31, Brent over $31.
(stock #s in %):
PSON up 24. MEEC up 21. LEXG up 20. NGLPF up 18. XDSL, HYSR up 14, both with news. AMRS up 12. CERE up 11. EVSI up 11 with heavy volume. AXPW, TERP, REGI up 9. ENZR up 8. GPHBF up 7. NTCXF up 6. SCTY up 5 with news.
ACFN down 36. CCGI down 23. ENOC down 12 with very heavy volume after yesterday's jump. NFEC down 12, new low. OPTT down 12 with volume. QTWW down 12. ABGB, BBLU down 10. ADES down 8. SKYS down 8, new low with volume. URRE down 2, new low. TSLA down 2.
(stock #s in %):
PSON up 24. MEEC up 21. LEXG up 20. NGLPF up 18. XDSL, HYSR up 14, both with news. AMRS up 12. CERE up 11. EVSI up 11 with heavy volume. AXPW, TERP, REGI up 9. ENZR up 8. GPHBF up 7. NTCXF up 6. SCTY up 5 with news.
ACFN down 36. CCGI down 23. ENOC down 12 with very heavy volume after yesterday's jump. NFEC down 12, new low. OPTT down 12 with volume. QTWW down 12. ABGB, BBLU down 10. ADES down 8. SKYS down 8, new low with volume. URRE down 2, new low. TSLA down 2.
Monday, January 25, 2016
MONDAY CLOSE .... MARKET DOWN 208/72/29
WTI under $30, Brent ~$30. US natgas $2.15.
ISIS attacking another major Syrian city.
Syria/Russia retook last reb-held town in Latikia Province Syria.
US airstrikes over 18 months have killed over 25K ISIS fighters.
Yemen war costing Sauds ~$200M/d. King Salmon rumors of dementia.
Europe banks have $1T of non-performing loans.
(stock #s in %):
ENOC up 69 with extreme volume on news. PSPW up 34. ACFN, LEXG up 24. ABGB up 19 with very heavy volume. OPTT up 16 with very heavy volume, news. SRWRF up 15. LYSDY up 12. LIME up 10 with volume, same news as ENOC. XSNX up 10 with volume. VSPC, AETI up 9.
CDTI down 19 with volume. AWSL down 12 with volume. XDSL down 12. NFEC down 11. BSRC down 11 with volume. BBLU, CCGI, CLNE down 10. AMRS, SZYM, VSLR down 9. SKYS down 6, new low. REGI down 5, new low. TSLA down 3.
ISIS attacking another major Syrian city.
Syria/Russia retook last reb-held town in Latikia Province Syria.
US airstrikes over 18 months have killed over 25K ISIS fighters.
Yemen war costing Sauds ~$200M/d. King Salmon rumors of dementia.
Europe banks have $1T of non-performing loans.
(stock #s in %):
ENOC up 69 with extreme volume on news. PSPW up 34. ACFN, LEXG up 24. ABGB up 19 with very heavy volume. OPTT up 16 with very heavy volume, news. SRWRF up 15. LYSDY up 12. LIME up 10 with volume, same news as ENOC. XSNX up 10 with volume. VSPC, AETI up 9.
CDTI down 19 with volume. AWSL down 12 with volume. XDSL down 12. NFEC down 11. BSRC down 11 with volume. BBLU, CCGI, CLNE down 10. AMRS, SZYM, VSLR down 9. SKYS down 6, new low. REGI down 5, new low. TSLA down 3.
US SUPREME COURT FOUND 6-2 IN FAVOR OF DEMAND RESPONSE IN FERC CASE. ENOC UP TODAY ON THAT.
Global solar installs est. 64.7Gw in '16: Mercom. 59Gw in '15.
Global revenues from PV solar installs to reach over $1.2T '15-'24: Navigant.
Grid upgrades would help cut GHG emissions 78% in 15 yrs: study.
US won't hit 1M EV goal until '20: Moniz.
UAE increasing its clean energy target to 30% by '30.
SEC criticized for lax enforcement of climate risk disclosures.
Kenya Electric to invest $650M in 180Mw geothermal plant in Kenya. Construction start in '18.
AGL turned on 102Mw, 53Mw solar plants in Australia. First Solar (FSLR) panels.
Thai comp investing in 2nd phase of nuke power project in China to learn, bring home the tech.
ENGIE 140Mw Indian solar tender.
France 300M Euro for Intl Solar Alliance.
Solar City (SCTY) got $160M credit line.
67M Euro for wastewater projects in India.
Kyocera started on world's largest floating solar plant in Japan. 13.7Mw. Online early '18.
2 China banks to issue $15B of green bonds.
54% order increase for Gamesa in India in '15.
India coal producer 260Mw solar tender.
Exxon predicts 50% emissions drop by '40.
Baghdad expects 400Kb/d oil production increase in '16.
CNOOC cutting production because of low oil prices.
US oil rig count down 16 last week. NG count down 6.
Global revenues from PV solar installs to reach over $1.2T '15-'24: Navigant.
Grid upgrades would help cut GHG emissions 78% in 15 yrs: study.
US won't hit 1M EV goal until '20: Moniz.
UAE increasing its clean energy target to 30% by '30.
SEC criticized for lax enforcement of climate risk disclosures.
Kenya Electric to invest $650M in 180Mw geothermal plant in Kenya. Construction start in '18.
AGL turned on 102Mw, 53Mw solar plants in Australia. First Solar (FSLR) panels.
Thai comp investing in 2nd phase of nuke power project in China to learn, bring home the tech.
ENGIE 140Mw Indian solar tender.
France 300M Euro for Intl Solar Alliance.
Solar City (SCTY) got $160M credit line.
67M Euro for wastewater projects in India.
Kyocera started on world's largest floating solar plant in Japan. 13.7Mw. Online early '18.
2 China banks to issue $15B of green bonds.
54% order increase for Gamesa in India in '15.
India coal producer 260Mw solar tender.
Exxon predicts 50% emissions drop by '40.
Baghdad expects 400Kb/d oil production increase in '16.
CNOOC cutting production because of low oil prices.
US oil rig count down 16 last week. NG count down 6.
MONDAY OPEN .... MARKET DOWN 62/8/5
WTI ~$31, Brent over $31.
(stock #s in %):
ENOC up 27. ABGB up 21 with heavy volume. OPTT up 16 with very heavy volume, news. LIME up 13. LYSDY up 12. AETI, GRPH, SUNE, PSON up 7.
EVSI down 19. AWSL down 15. SKYS down 11, new low. CCGI down 10. VSPC down 9. GEVO down 8. AXPW down 7.
(stock #s in %):
ENOC up 27. ABGB up 21 with heavy volume. OPTT up 16 with very heavy volume, news. LIME up 13. LYSDY up 12. AETI, GRPH, SUNE, PSON up 7.
EVSI down 19. AWSL down 15. SKYS down 11, new low. CCGI down 10. VSPC down 9. GEVO down 8. AXPW down 7.
Sunday, January 24, 2016
CHINA PLANS TO END EV SUBSIDIES AFTER '20 .... MOODY'S CUT OIL PRICE FORECAST IN '16 TO $33/BL
69 US oil/gas comps under credit review for downgrades. Moody's includes Shell, Statoil, Total. 4 largest banks setting aside $2.5B for bad energy loans.
80% chance of Venezuela default in '16. $120B debt. Petrobras debt $125B. Also in question.
Israel calling for independent Kurd nation.
al-shabaab struck Mogadishu restaurants. (Um, stop eating out when not in US?)
Ukraine between Russia, EU on NG prices.
Iran sent 98% of its enriched uranium out of country. To where?
No Iran tankers loaded with oil had departed as of the 18th.
Alberta oil facility - CNOOC subsidiary - had unexplained explosion Jan15. 1 death. 50Kb/d synthetic oil production shutdown. (Forces trying to squeeze down global oil production any way they can.)
China oil production costs over $40/bl.
Bank of America Merrill Lynch high yield energy bond index at 17.4%. Record high.
80% chance of Venezuela default in '16. $120B debt. Petrobras debt $125B. Also in question.
Israel calling for independent Kurd nation.
al-shabaab struck Mogadishu restaurants. (Um, stop eating out when not in US?)
Ukraine between Russia, EU on NG prices.
Iran sent 98% of its enriched uranium out of country. To where?
No Iran tankers loaded with oil had departed as of the 18th.
Alberta oil facility - CNOOC subsidiary - had unexplained explosion Jan15. 1 death. 50Kb/d synthetic oil production shutdown. (Forces trying to squeeze down global oil production any way they can.)
China oil production costs over $40/bl.
Bank of America Merrill Lynch high yield energy bond index at 17.4%. Record high.
Saturday, January 23, 2016
FRIDAY CLOSE .... MARKET UP 210/119/38 .... AUG-SEPT BOTTOM "SORT OF" HELD (SO FAR). (S&P DIDN'T HOLD.) LOWER LOWS AND LOWER HIGHS FOR AWHILE?
WTI, Brent recovery to over $32. US natgas $2.14.
Market did work of 4 Fed hikes: Morgan Stanley.
Near $8T wiped off global stock values in Jan so far.
(stock #s in %):
GPRC up 33, up 12x from 12-month bottom. XDSL up 33. BBLU up 25 with volume. CCGI up 22. ACFN up 20. GEVO up 19. CSUN up 18. ENOC, RNWEF up 14. RBCN up 13. SZYM up 12 with volume. AMTX, AXPW up 11. BLDP up 10 with volume. LEDS, VSPC, NTCXF, PSON up 10. CDTI, AIXG, GCTAF, MGPHF up 9. HYGS up 8 with volume. CLNE, CREG up 8. ASYS, SPWR up 7. CDXS up 7 with volume.
CHGT down 28 with volume. PTOS down 28. PSPW down 13. LYSDY down 12. MEEC down 11. WPRT down 9.
Market did work of 4 Fed hikes: Morgan Stanley.
Near $8T wiped off global stock values in Jan so far.
(stock #s in %):
GPRC up 33, up 12x from 12-month bottom. XDSL up 33. BBLU up 25 with volume. CCGI up 22. ACFN up 20. GEVO up 19. CSUN up 18. ENOC, RNWEF up 14. RBCN up 13. SZYM up 12 with volume. AMTX, AXPW up 11. BLDP up 10 with volume. LEDS, VSPC, NTCXF, PSON up 10. CDTI, AIXG, GCTAF, MGPHF up 9. HYGS up 8 with volume. CLNE, CREG up 8. ASYS, SPWR up 7. CDXS up 7 with volume.
CHGT down 28 with volume. PTOS down 28. PSPW down 13. LYSDY down 12. MEEC down 11. WPRT down 9.
Friday, January 22, 2016
NY PSC OK'D 10-YR, $5B CLEAN ENERGY FUND .... WHITE HOUSE TO AWARD $1B DISASTER RECOVERY FUNDS TO BOOST CLIMATE RESILIENCE
International Solar Alliance to raise $1T: Indian official.
Governors' Wind Energy Coalition to start advocating solar in US, change name.
Tax creds not most effective way to cut GHGs: study. Subsidies should be linked to amount of GHGs displaced by clean energy.
Largest independent Arab investment bank - Egypt's EFG Hermes - plans to invest in clean power in Europe, Mideast over next 5 yrs. Target 1Gw wind, solar in Europe next 3 yrs.
DC appeals court denied stay of EPA Clean Power Plan.
Lone Republican on FERC stepping down, warning of Clean Power Plan costs.
Global PV solar installs up 34% in '15 to 59Gw: GTM Research.
Solar wafer supply may come up short in '15: IHS.
Davos leaders pledging to tackle food waste.
Abengoa (ABGB) to sell off bioenergy unit for $1B.
Comp investing $6.5M in 2.7Mw floating solar project in Japan. Online this summer.
Comp investing $28M in 20Mw wind project in China. Online in 7 months.
Namibia court scrapped 35Mw solar tender.
Pilot solar auctions "complete success": German minister.
Nissan "no charge to charge" program launched in NYC, Philly, Santa Barbara.
'17 VW e-Golf range boost to 108 miles.
Cadillac hybrid to be imported to US from China.
World not running out of storage space for oil: expert.
EU energy policies could choke NG supply from Russia: Gazprom COB.
DOI unveiled 1st methane emissions rules for oil/gas wells on fed lands.
Saud airstrike on Yemen oil export terminal yesterday. Also ISIS raid on Libyan oil export terminal, pipelines. (You think somebody wants oil prices to go up? Or is it just to keep oil revenues from enemies?)
Governors' Wind Energy Coalition to start advocating solar in US, change name.
Tax creds not most effective way to cut GHGs: study. Subsidies should be linked to amount of GHGs displaced by clean energy.
Largest independent Arab investment bank - Egypt's EFG Hermes - plans to invest in clean power in Europe, Mideast over next 5 yrs. Target 1Gw wind, solar in Europe next 3 yrs.
DC appeals court denied stay of EPA Clean Power Plan.
Lone Republican on FERC stepping down, warning of Clean Power Plan costs.
Global PV solar installs up 34% in '15 to 59Gw: GTM Research.
Solar wafer supply may come up short in '15: IHS.
Davos leaders pledging to tackle food waste.
Abengoa (ABGB) to sell off bioenergy unit for $1B.
Comp investing $6.5M in 2.7Mw floating solar project in Japan. Online this summer.
Comp investing $28M in 20Mw wind project in China. Online in 7 months.
Namibia court scrapped 35Mw solar tender.
Pilot solar auctions "complete success": German minister.
Nissan "no charge to charge" program launched in NYC, Philly, Santa Barbara.
'17 VW e-Golf range boost to 108 miles.
Cadillac hybrid to be imported to US from China.
World not running out of storage space for oil: expert.
EU energy policies could choke NG supply from Russia: Gazprom COB.
DOI unveiled 1st methane emissions rules for oil/gas wells on fed lands.
Saud airstrike on Yemen oil export terminal yesterday. Also ISIS raid on Libyan oil export terminal, pipelines. (You think somebody wants oil prices to go up? Or is it just to keep oil revenues from enemies?)
FRIDAY OPEN .... MARKET UP 236/104/33
WTI, Brent up over $31.
Global econ not back to '08: Roubini.
Sanctions on Russia may begin to lift in months: Kerry. (?!)
Al Qaida attack in Somalia restaurant.
(stock #s in %):
AXPW up 18. CERE up 18 with heavy volume. MGPHF up 17. ACFN up 15. HYGS up 13 with volume. SZYM, ENOC up 12. BLDP up 11 with news. GCTAF, GEVO up 10. CLNE up 9. PSPW up 8 with volume. RBCN, RGSE, URRE up 8. CSIQ, ABGB, FTEK, SPWR, TERP up 7. SUNE, SCTY up 5.
CHGT down 35 with volume. PTOS down 28. NFEC down 13, new low. LIME down 6.
Global econ not back to '08: Roubini.
Sanctions on Russia may begin to lift in months: Kerry. (?!)
Al Qaida attack in Somalia restaurant.
(stock #s in %):
AXPW up 18. CERE up 18 with heavy volume. MGPHF up 17. ACFN up 15. HYGS up 13 with volume. SZYM, ENOC up 12. BLDP up 11 with news. GCTAF, GEVO up 10. CLNE up 9. PSPW up 8 with volume. RBCN, RGSE, URRE up 8. CSIQ, ABGB, FTEK, SPWR, TERP up 7. SUNE, SCTY up 5.
CHGT down 35 with volume. PTOS down 28. NFEC down 13, new low. LIME down 6.
Thursday, January 21, 2016
THURSDAY CLOSE .... MARKET UP 116/--/9
WTI, Brent over $29. US natgas $2.14.
Another record ruble low.
(stock #s in %):
CHGT up 79 with volume. LTBR up 32 with very heavy volume. EVSI up 26. LSCG, MEEC up 25. ACFN up 25 with volume. WPRT up 20 with heavy volume. ENPH up 20. HYGS up 18. FCSMF, CABN, FSYS up 13. CDTI, BBLU up 12. GEVO, PLUG up 10. SUNE, XSNX up 9. WATT up 9 with very heavy volume.
XDSL down 25. AWSL down 16. DPSM down 15. CREG down 10 with volume. LEOM down 10. SCTY down 6.
Another record ruble low.
(stock #s in %):
CHGT up 79 with volume. LTBR up 32 with very heavy volume. EVSI up 26. LSCG, MEEC up 25. ACFN up 25 with volume. WPRT up 20 with heavy volume. ENPH up 20. HYGS up 18. FCSMF, CABN, FSYS up 13. CDTI, BBLU up 12. GEVO, PLUG up 10. SUNE, XSNX up 9. WATT up 9 with very heavy volume.
XDSL down 25. AWSL down 16. DPSM down 15. CREG down 10 with volume. LEOM down 10. SCTY down 6.
BOLIVIA'S 2ND LARGEST LAKE ALL BUT GONE. JUST MARSHES LEFT
California joined NY in deciding Exxon honesty over climate change.
US Navy's Great Green Fleet set sail on initial voyage.
US Army to supply Ft Hood with 55Mw wind, solar.
$10.5M BNDES finance for 21.6Mw wind project in Brazil. $22M total cost.
Vestas (VWDRY) started building factory in Brazil to make wind turbine hubs, nacelles.
TAQA to break ground on 140Mw wind project in Morocco. 60Mw 1st phase.
Suzlon got another 50Mw wind power project in India.
Mauritian comp to invest over $50M in rural solar in Rwanda over next 5 yrs. 2-year grace period to pay. Rwanda powgen cap 185Mw, over half from hydropower.
Nuke powgen share up to 18.6% in Russia.
Brazil comp $817M for 618Mw wind project in Brazil. Online Jan '18. 1st phase 206Mw.
sPower plans 700Mw solar power increase, ordered 1Gw of panels from Jinko.
Sunrun $250M to expand residential solar installs.
Scotland plans to cut climate change policy funding.
US admin to review coal mining impacts on fish species.
Driller to shut down some Oklahoma fracking disposal wells because of quakes.
100th US east coast town opposes offshore oil/gas drilling.
Norway OK'd oil rig for Arctic Barents Sea.
Enviro Working Group blasting ethanol producers for making Iowa waterways more toxic. Algae blooms in lakes.
US Navy's Great Green Fleet set sail on initial voyage.
US Army to supply Ft Hood with 55Mw wind, solar.
$10.5M BNDES finance for 21.6Mw wind project in Brazil. $22M total cost.
Vestas (VWDRY) started building factory in Brazil to make wind turbine hubs, nacelles.
TAQA to break ground on 140Mw wind project in Morocco. 60Mw 1st phase.
Suzlon got another 50Mw wind power project in India.
Mauritian comp to invest over $50M in rural solar in Rwanda over next 5 yrs. 2-year grace period to pay. Rwanda powgen cap 185Mw, over half from hydropower.
Nuke powgen share up to 18.6% in Russia.
Brazil comp $817M for 618Mw wind project in Brazil. Online Jan '18. 1st phase 206Mw.
sPower plans 700Mw solar power increase, ordered 1Gw of panels from Jinko.
Sunrun $250M to expand residential solar installs.
Scotland plans to cut climate change policy funding.
US admin to review coal mining impacts on fish species.
Driller to shut down some Oklahoma fracking disposal wells because of quakes.
100th US east coast town opposes offshore oil/gas drilling.
Norway OK'd oil rig for Arctic Barents Sea.
Enviro Working Group blasting ethanol producers for making Iowa waterways more toxic. Algae blooms in lakes.
THURSDAY OPEN .... DOW UP 98, NAZ UP 29, S&P DOWN 6
WTI over $28, Brent under $28.
ECB kept rates unchanged, may boost stimulus in March.
Europe on verge of collapse: Soros.
China VP vows to "look after" market investors, no intention to devalue yuan.
(stock #s in %):
WPRT up 29 with volume. EVSI up 25 with news. FSYS up 21. LTBR up 20. DPSM, LEXG up 19. SUNE up 12. WATT up 11. ENPH, TERP, GEVO up 10. GLBL, WNDW up 8. CSIQ, SPWR, EFOI, PALAF up 7.
ENZR down 11. SKYS down 8. OPTT down 5.
ECB kept rates unchanged, may boost stimulus in March.
Europe on verge of collapse: Soros.
China VP vows to "look after" market investors, no intention to devalue yuan.
(stock #s in %):
WPRT up 29 with volume. EVSI up 25 with news. FSYS up 21. LTBR up 20. DPSM, LEXG up 19. SUNE up 12. WATT up 11. ENPH, TERP, GEVO up 10. GLBL, WNDW up 8. CSIQ, SPWR, EFOI, PALAF up 7.
ENZR down 11. SKYS down 8. OPTT down 5.
Wednesday, January 20, 2016
WEDNESDAY CLOSE .... MARKET DOWN 249/5/22 .... NOON HOUR TURNAROUND
WTI, Brent under $27. US natgas $2.14.
(stock #s in %):
VSPC up 38 with heavy volume. XDSL up 33. WPRT up 31 off new low with volume. OPTT up 23 off new low with super volume on news. WATT up 20 with volume. ZNNMF up 19. SZYM up 16 off new low with volume. FSYS up 16 off new low. JUHL, CABN up 13. VSLR up 11. AMTX, AWSL up 9. CREE up 8 with very heavy volume on news. SCTY up 8. FTEK up 6 off new low. AMRS up 5 off new low. CLNE up 3 off new low. PLUG up 2 off new low with volume.
CHGT down 40 with volume. SRWRF down 31, new low with volume. ACFN down 27, new low with volume. GRPH down 19. EVSI down 15. ABGB down 14, new low. ASTI down 13. AXPW down 12. HYSR down 11, new low. PRHL down 11. CREG down 10, new low. PEIX down 10, new low with volume. MEEC down 10. BBLU down 8, new low. CSUN down 6, new low. AMRC, ELON, GLBL down 4, new lows. REGI, QTWW down 3, new lows with volume. AIXG down 1, new low.
(stock #s in %):
VSPC up 38 with heavy volume. XDSL up 33. WPRT up 31 off new low with volume. OPTT up 23 off new low with super volume on news. WATT up 20 with volume. ZNNMF up 19. SZYM up 16 off new low with volume. FSYS up 16 off new low. JUHL, CABN up 13. VSLR up 11. AMTX, AWSL up 9. CREE up 8 with very heavy volume on news. SCTY up 8. FTEK up 6 off new low. AMRS up 5 off new low. CLNE up 3 off new low. PLUG up 2 off new low with volume.
CHGT down 40 with volume. SRWRF down 31, new low with volume. ACFN down 27, new low with volume. GRPH down 19. EVSI down 15. ABGB down 14, new low. ASTI down 13. AXPW down 12. HYSR down 11, new low. PRHL down 11. CREG down 10, new low. PEIX down 10, new low with volume. MEEC down 10. BBLU down 8, new low. CSUN down 6, new low. AMRC, ELON, GLBL down 4, new lows. REGI, QTWW down 3, new lows with volume. AIXG down 1, new low.
NASA, NOAA: '15 HOTTEST YEAR ON RECORD GLOBALLY .... SEAS COULD CONTAIN MORE PLASTIC THAN FISH BY '50: STUDY
NASA, NOAA: Temps 1.62*F above 20th Century avg. in '15, up .29*F from '14.
India $744M solar push.
US wind, solar $11.5B of new tax equity deals in '15, up from $10.1B in '14.
Solar power cost drop to record low 6 cents/Kwh in India auction.
Nevada solar customers suing over new fees.
17 NYC hotels joined NYC carbon challenge.
DOE funding up to $40M each to X-Energy, Southern to develop new nuke techs.
PA to impose new regs on methane emissions from drilling.
Ocean Power (OPTT) buoy reached significant performance milestones. (Stock up.)
Oman offering to slash oil production if OPEC follows.
~$30/bl oil production cost in Nigeria.
N Dakota high sulfur crude briefly sold for negative 50 cents/bl at Koch refining facility. Now back up to $1.50.
Abu Dhabi Future Energy to invest $200M in solar in Jordan.
Suzlon got 197Mw wind turbine order in India. Farm online early '17. Suzlon also got 210Mw solar farm order in India.
Enel Green started on 108Mw wind project in Oklahoma. Enel also got $1B credit line from Bank of China.
Masdar, Bee'ah partnering on waste-to-energy plants in UAE.
NLC tender of 260Mw large-scale solar.
BYD sold most plug-in Vs in world in '15. 61.7K. China EV sales up 3x in '15.
Sunrun $250M credit line from Investec.
LG Electronics to invest $435M to triple its solar module production now at 1Gw/y.
155Mw of solar projects finished in Australia, doubles country's solar cap.
NM suing VW over diesel emissions cheat.
India $744M solar push.
US wind, solar $11.5B of new tax equity deals in '15, up from $10.1B in '14.
Solar power cost drop to record low 6 cents/Kwh in India auction.
Nevada solar customers suing over new fees.
17 NYC hotels joined NYC carbon challenge.
DOE funding up to $40M each to X-Energy, Southern to develop new nuke techs.
PA to impose new regs on methane emissions from drilling.
Ocean Power (OPTT) buoy reached significant performance milestones. (Stock up.)
Oman offering to slash oil production if OPEC follows.
~$30/bl oil production cost in Nigeria.
N Dakota high sulfur crude briefly sold for negative 50 cents/bl at Koch refining facility. Now back up to $1.50.
Abu Dhabi Future Energy to invest $200M in solar in Jordan.
Suzlon got 197Mw wind turbine order in India. Farm online early '17. Suzlon also got 210Mw solar farm order in India.
Enel Green started on 108Mw wind project in Oklahoma. Enel also got $1B credit line from Bank of China.
Masdar, Bee'ah partnering on waste-to-energy plants in UAE.
NLC tender of 260Mw large-scale solar.
BYD sold most plug-in Vs in world in '15. 61.7K. China EV sales up 3x in '15.
Sunrun $250M credit line from Investec.
LG Electronics to invest $435M to triple its solar module production now at 1Gw/y.
155Mw of solar projects finished in Australia, doubles country's solar cap.
NM suing VW over diesel emissions cheat.
WEDNESDAY OPEN .... MARKET DOWN 334/98/38 .... NOT FAR FROM ABSOLUTE AUGUST BOTTOM
WTI, Brent under $28.
Europe stocks at 13-month low. France declared econ state of emergency.
Ruble another record low.
Canada kept key rate at .5%.
Taliban attack at Pakistan university. ISIS cut fighters' salaries 50%.
(stock #s in %):
AMTX up 18. CREE up 5 with news.
New lows:
PEIX, SZYM down 14. SUNE, EVSI down 13. PLUG down 12. OPTT down 11. CLNE down 9. ABGB, HYGS down 8. FCEL, GLBL down 7. AMRS, GEVO down 6. ACPW, AMRC, GPRE, REGI, QTWW down 5. PEGI, LTBR down 3. CSUN, FSYS down 2.
ASTI down 12 with news. GRPH down 11. KNDI, ENPH, EFOI down 10. SCTY down 9 with news. CSIQ down 8. SPWR down 7. OLED, TSLA down 5. FSLR down 4.
Europe stocks at 13-month low. France declared econ state of emergency.
Ruble another record low.
Canada kept key rate at .5%.
Taliban attack at Pakistan university. ISIS cut fighters' salaries 50%.
(stock #s in %):
AMTX up 18. CREE up 5 with news.
New lows:
PEIX, SZYM down 14. SUNE, EVSI down 13. PLUG down 12. OPTT down 11. CLNE down 9. ABGB, HYGS down 8. FCEL, GLBL down 7. AMRS, GEVO down 6. ACPW, AMRC, GPRE, REGI, QTWW down 5. PEGI, LTBR down 3. CSUN, FSYS down 2.
ASTI down 12 with news. GRPH down 11. KNDI, ENPH, EFOI down 10. SCTY down 9 with news. CSIQ down 8. SPWR down 7. OLED, TSLA down 5. FSLR down 4.
Tuesday, January 19, 2016
TUESDAY CLOSE .... MARKET FLAT/MIXED
WTI, Brent under $29. US natgas $2.09.
ISIS holds ~3,500 slaves in Iraq, mostly Yazidi women, children. (What shall we do about that, folks?)
US Supreme Court dropped challenge to EPA GHG rules.
Long-term avg. of market cap-to-GDP ~75. Now ~110. (Global or US I don't know.)
(stock #s in %):
CHGT up 66. DPSM up 34. PSON up 21. LEXG up 15. HQCL up 11 with heavy volume. ASTI up 11. ACFN up 10. ENOC up 10 with news. VWDRY up 7. BYDDF up 7 with very heavy volume.
GTATQ down 22 with volume. WATT down 21, new low with very heavy volume. ZNNMF down 19. SZYM down 18, new low with volume. BSRC down 18. FCSMF down 16, new low with volume. ADES, FNVRF down 15. VSLR down 14. ABGB down 13, new low. AXPW, RNWEF down 12, new lows. JUHL, CERE down 11. SCTY down 11 with news. HYGS down 10, new low. LTBR down 10. REGI, PEIX, GEVO down 9, new lows. SUNE down 9 with news. OPWR down 9 with very heavy volume. ASYS, AWSL, AMSC down 9. AMTX down 8. CLNE down 8, new low. PLUG down 7, new low. AMRS, OPTT down 6, new lows. LMRMF down 6, new low with heavy volume. AMRC, ACPW down 5, new lows. PEGI, QTWW down 4, new lows. FSYS down 3, new low. CSUN down 1, new low.
ISIS holds ~3,500 slaves in Iraq, mostly Yazidi women, children. (What shall we do about that, folks?)
US Supreme Court dropped challenge to EPA GHG rules.
Long-term avg. of market cap-to-GDP ~75. Now ~110. (Global or US I don't know.)
(stock #s in %):
CHGT up 66. DPSM up 34. PSON up 21. LEXG up 15. HQCL up 11 with heavy volume. ASTI up 11. ACFN up 10. ENOC up 10 with news. VWDRY up 7. BYDDF up 7 with very heavy volume.
GTATQ down 22 with volume. WATT down 21, new low with very heavy volume. ZNNMF down 19. SZYM down 18, new low with volume. BSRC down 18. FCSMF down 16, new low with volume. ADES, FNVRF down 15. VSLR down 14. ABGB down 13, new low. AXPW, RNWEF down 12, new lows. JUHL, CERE down 11. SCTY down 11 with news. HYGS down 10, new low. LTBR down 10. REGI, PEIX, GEVO down 9, new lows. SUNE down 9 with news. OPWR down 9 with very heavy volume. ASYS, AWSL, AMSC down 9. AMTX down 8. CLNE down 8, new low. PLUG down 7, new low. AMRS, OPTT down 6, new lows. LMRMF down 6, new low with heavy volume. AMRC, ACPW down 5, new lows. PEGI, QTWW down 4, new lows. FSYS down 3, new low. CSUN down 1, new low.
MAN-MADE ATMOSPHERIC HEAT DUMPED INTO OCEANS HAS DOUBLED SINCE '97 .... SEAS HEAT UP FAST DESPITE SURFACE SLOWDOWN: STUDY
Countries vastly underreport fish catches: study.
Clean energy investment up 14% in '15.
'15 PV solar global installs at least 51Gw: PV Market Alliance. 40Gw in '14. China installed at least 15Gw. Replaced Germany with most installed in world (43Gw). Japan added 10Gw. US 9.8Gw. EU 8.5Gw.
Global energy storage pipeline up 45% in 4Q15 to 1.6Gw: IHS.
DOE $18M for solar projects with power storage systems.
IRENA partnering with ENGIE for 1Tw more solar capacity by '30.
National Bank of Abu Dhabi $10B commitment for enviro investments.
Mitsubishi unit, partner to set up $426M fund for solar projects in Japan.
Jordan increased its solar target to 1Gw by '20.
sPower plans 700Mw solar deploy this year.
Sun Ed (SUNE) closed on 567Mw buy from Dominion, passed on to yieldco.
IRENA $46M funding for clean/renewable energy projects that either replace diesel powergen or provide clean energy to off-grid communities. 4 projects in Caribbean, Africa.
Denmark another record-breaking year of wind powergen. 42%, up from 39% in '14.
Carbon trading foothold in at least 20 US states.
China unifying batt charging standards to boost EV market.
French comp to use off-grid rooftop solar to power desalination demo in Abu Dhabi. 5th demo on site. Results at yearend.
Japan Airlines, Japan space agency teaming on developing jetfuel using hydrogen, carbon monoxide.
2 China comps to build 82Mw wind power in Bosnia, online by '17.
Pattern Energy (PEGI) finished 150Mw wind project in Indiana.
S Cal Edison PPA for 500Mw solar power from 4 First Solar (FSLR) projects, all online by '20.
China comp selected Maxwell (MXWL) for ultracapacitor-based wind power storage demo. (Beware the tech steal ala AMSC. Got to watch the steelers.)
Iran to launch fusion nuclear reactor: Rafsanjani.
Solar-charged E scooter share program in Oakland with Mahindra.
Solar cell defects could improve cell performance: NREL.
905 Oklahoma quakes in '15, up 55% from '14. (Fracking.)
Near 300K gal ethanol spill in Mississippi R. in Arkansas. And 18K ethanol spill into Mississippi in Wisconsin. (What the hell?!)
520Mw new coal power unit online in India.
Flint Michigan residents filed 2 class-action suits over lead in water.
Clean energy investment up 14% in '15.
'15 PV solar global installs at least 51Gw: PV Market Alliance. 40Gw in '14. China installed at least 15Gw. Replaced Germany with most installed in world (43Gw). Japan added 10Gw. US 9.8Gw. EU 8.5Gw.
Global energy storage pipeline up 45% in 4Q15 to 1.6Gw: IHS.
DOE $18M for solar projects with power storage systems.
IRENA partnering with ENGIE for 1Tw more solar capacity by '30.
National Bank of Abu Dhabi $10B commitment for enviro investments.
Mitsubishi unit, partner to set up $426M fund for solar projects in Japan.
Jordan increased its solar target to 1Gw by '20.
sPower plans 700Mw solar deploy this year.
Sun Ed (SUNE) closed on 567Mw buy from Dominion, passed on to yieldco.
IRENA $46M funding for clean/renewable energy projects that either replace diesel powergen or provide clean energy to off-grid communities. 4 projects in Caribbean, Africa.
Denmark another record-breaking year of wind powergen. 42%, up from 39% in '14.
Carbon trading foothold in at least 20 US states.
China unifying batt charging standards to boost EV market.
French comp to use off-grid rooftop solar to power desalination demo in Abu Dhabi. 5th demo on site. Results at yearend.
Japan Airlines, Japan space agency teaming on developing jetfuel using hydrogen, carbon monoxide.
2 China comps to build 82Mw wind power in Bosnia, online by '17.
Pattern Energy (PEGI) finished 150Mw wind project in Indiana.
S Cal Edison PPA for 500Mw solar power from 4 First Solar (FSLR) projects, all online by '20.
China comp selected Maxwell (MXWL) for ultracapacitor-based wind power storage demo. (Beware the tech steal ala AMSC. Got to watch the steelers.)
Iran to launch fusion nuclear reactor: Rafsanjani.
Solar-charged E scooter share program in Oakland with Mahindra.
Solar cell defects could improve cell performance: NREL.
905 Oklahoma quakes in '15, up 55% from '14. (Fracking.)
Near 300K gal ethanol spill in Mississippi R. in Arkansas. And 18K ethanol spill into Mississippi in Wisconsin. (What the hell?!)
520Mw new coal power unit online in India.
Flint Michigan residents filed 2 class-action suits over lead in water.
TUESDAY OPEN .... MARKET UP 141/35/14
WTI, Brent under $29. Iran back in oil market.
IMF lowered global growth forecast to 3.4% this year, 3.6% next year; both down .2% from Oct forecast. US forecast 2.6% growth this year and next. China forecast 6.3% this year, 6.5% next. Europe up 1.7% both years.
UK Pound down to '09 low.
US Supreme Court left Obamacare intact, rejected appeal.
(stock #s in %):
PSON up 21. MGPHF up 10. VWDRY up 7. FCEL, CSIQ up 4. MXWL up 3 with news. ENOC up 2 with news. FSLR up 1 with news.
LMRMF down 31, new low. AXPW down 23, new low. VSPC down 15, new low. ABGB down 13, new low. SZYM down 11, new low. GTATQ down 10. FCSMF down 9, new low. GEVO down 7, new low. SCTY down 5. CLNE down 4, new low. ACPW, FSYS down 2, new lows. HYGS down 1, new low.
IMF lowered global growth forecast to 3.4% this year, 3.6% next year; both down .2% from Oct forecast. US forecast 2.6% growth this year and next. China forecast 6.3% this year, 6.5% next. Europe up 1.7% both years.
UK Pound down to '09 low.
US Supreme Court left Obamacare intact, rejected appeal.
(stock #s in %):
PSON up 21. MGPHF up 10. VWDRY up 7. FCEL, CSIQ up 4. MXWL up 3 with news. ENOC up 2 with news. FSLR up 1 with news.
LMRMF down 31, new low. AXPW down 23, new low. VSPC down 15, new low. ABGB down 13, new low. SZYM down 11, new low. GTATQ down 10. FCSMF down 9, new low. GEVO down 7, new low. SCTY down 5. CLNE down 4, new low. ACPW, FSYS down 2, new lows. HYGS down 1, new low.
Monday, January 18, 2016
WORLD OCEANS HAVE SOAKED UP AS MUCH HEAT FROM GLOBAL WARMING IN LAST 2 DECADES AS IN LAST 130 YEARS: STUDY
Bahrain, Oman reduced govt subsidies for gasoline.
China govt to tighten hold over domestic gasoline, other oil products prices when oil under $40.
Sinopec bought 1st-ever US oil. China forecasted to become world's largest oil importer this year (replacing US).
LNG demand from Asia down in '15. Prices now under $7/MBTU. Global production up 1.6% in '15.
Venezuela econ down 7.1% in most recent quarter, inflation now running 141%.
Canada oil sands bitumen hit $8.35/bl last week.
US oil rig count down 1 last week. NG rigs down 13.
N Am oil/gas producers losing near $2B/wk: Alix Partners.
US coal production on Fed lands ~40% of US production.
China govt to tighten hold over domestic gasoline, other oil products prices when oil under $40.
Sinopec bought 1st-ever US oil. China forecasted to become world's largest oil importer this year (replacing US).
LNG demand from Asia down in '15. Prices now under $7/MBTU. Global production up 1.6% in '15.
Venezuela econ down 7.1% in most recent quarter, inflation now running 141%.
Canada oil sands bitumen hit $8.35/bl last week.
US oil rig count down 1 last week. NG rigs down 13.
N Am oil/gas producers losing near $2B/wk: Alix Partners.
US coal production on Fed lands ~40% of US production.
DOUBLING CLEAN/RENEWABLE SHARE OF GLOBAL POWER MIX TO 36% BY '30 COULD INCREASE GLOBAL ECON UP TO 1.1%: IRENA
Global energy sector 6% of global GDP.
(ISIS captured more ground, civilians in E Syria. Also pushing to take Syria city between Raqqa, Ramadi. 1M facing starvation in Syria. Mosel dam in Iraq feared in danger of collapse.)
Climate change increased odds of exceptionally high UK rainfall in Dec by 50-75%: scientists.
New satellite launched to measure global ocean heights.
Cook Islands on track for 100% clean/ren power by '20.
National Bank of Abu Dhabi to invest $10B in clean/ren power over next 10 yrs.
London announced new Green Finance Initiative.
New world low for wind power cost - $30/Mwh - in Morocco.
Referendum backed by utilities to make solar in Florida a constitutional right now in Florida Supreme Court.
Masdar to build 200Mw solar plant in Jordan for ~$200M. Jordan to provide land, grid link. Jordan to have 500Mw solar, wind by yearend.
Ontario utility to use Tesla Powerwall in microgrid test.
India regional govt to set up JV to develop 1Gw solar in desert near Tibet. India to add 2Gw solar capacity in next 3 months.
Hanwha (HQCL) selling over 53Mw UK solar portfolio for $90M plus working capital.
Class-action suit filed v. NV Energy over net-metering charges.
$46M of loans for 12Mw of clean energy projects in Africa, Caribbean.
Santander-backed fund unveiled 800Mw clean energy deployment plan for Mexico.
Saud oil exports at 7-mo high.
OPEC getting avg. $25.69 for their oil. Bakken wellhead price now ~$20. W Canada oil ~$15.
RBS: oil may go to $16. Standard Charter: maybe $10. EIA: glut until late '17, global production rise of 800Kb/d through '17.
Iran lately producing ~2.9Mb/d. Cost of production ~$10/bl.
Iraq Jan oil exports running 3.3Mb/d, up from Dec.
China oil demand to grow 300Kb/d in '16 v. 510K in '15: report.
China stocks trading @ 24-33x earnings v. US/Euro standard 15x.
China debt-to-GDP ratio up from 147% in '07 to 231% now.
Brazil: no further offshore deepwater oil/gas development until price recovery.
(ISIS captured more ground, civilians in E Syria. Also pushing to take Syria city between Raqqa, Ramadi. 1M facing starvation in Syria. Mosel dam in Iraq feared in danger of collapse.)
Climate change increased odds of exceptionally high UK rainfall in Dec by 50-75%: scientists.
New satellite launched to measure global ocean heights.
Cook Islands on track for 100% clean/ren power by '20.
National Bank of Abu Dhabi to invest $10B in clean/ren power over next 10 yrs.
London announced new Green Finance Initiative.
New world low for wind power cost - $30/Mwh - in Morocco.
Referendum backed by utilities to make solar in Florida a constitutional right now in Florida Supreme Court.
Masdar to build 200Mw solar plant in Jordan for ~$200M. Jordan to provide land, grid link. Jordan to have 500Mw solar, wind by yearend.
Ontario utility to use Tesla Powerwall in microgrid test.
India regional govt to set up JV to develop 1Gw solar in desert near Tibet. India to add 2Gw solar capacity in next 3 months.
Hanwha (HQCL) selling over 53Mw UK solar portfolio for $90M plus working capital.
Class-action suit filed v. NV Energy over net-metering charges.
$46M of loans for 12Mw of clean energy projects in Africa, Caribbean.
Santander-backed fund unveiled 800Mw clean energy deployment plan for Mexico.
Saud oil exports at 7-mo high.
OPEC getting avg. $25.69 for their oil. Bakken wellhead price now ~$20. W Canada oil ~$15.
RBS: oil may go to $16. Standard Charter: maybe $10. EIA: glut until late '17, global production rise of 800Kb/d through '17.
Iran lately producing ~2.9Mb/d. Cost of production ~$10/bl.
Iraq Jan oil exports running 3.3Mb/d, up from Dec.
China oil demand to grow 300Kb/d in '16 v. 510K in '15: report.
China stocks trading @ 24-33x earnings v. US/Euro standard 15x.
China debt-to-GDP ratio up from 147% in '07 to 231% now.
Brazil: no further offshore deepwater oil/gas development until price recovery.
Saturday, January 16, 2016
FRIDAY CLOSE .... MARKET DOWN 391/126/41 .... AUG-SEPT LOWS TECHNICALLY HELD .... WORST 1ST 2 WEEKS OF YEAR EVER
WTI, Brent under $30. US natgas $2.10.
China GDP up ~7% in '15. (Now over $10T.) Services now ~50%.
Global econ can't withstand 4 Fed rate hikes this year: Summers.
Euro-area stocks now in bear territory.
S&P cut Poland rating.
Iran freed 4 dual nationals, reportedly 2 Americans.
Al Qaeda claims Burkino Faso hotel attack.
N Korea calling for peace treaty.
Taiwan 1st woman president.
Bird flu in Indiana poultry.
IRS now to audit last 6 years, up from 3.
(stock #s in %):
ZNNMF up 21. PRHL up 13. AMSC up 10. MKTY up 9.
New lows:
QTWW down 10. GEVO, FTEK down 7. FSYS, FCSMF, MGPHF down 6. AIXG, CLNE (with volume), GLBL, HYGS down 5. ENOC down 4. FCEL, PEGI (with volume) down 3. ACPW, PLUG, OPTT, SZYM (with news) down 2. MYRG down 1.
CABN down 15 with heavy volume. ADES down 14. ACFN, VSPC down 13. BBLU down 11 with volume. GPHBF down 11. OLED down 9 with volume, news. VWDRY down 7 with volume. CSIQ, HQCL down 7. JASO down 6. SCTY down 5.
China GDP up ~7% in '15. (Now over $10T.) Services now ~50%.
Global econ can't withstand 4 Fed rate hikes this year: Summers.
Euro-area stocks now in bear territory.
S&P cut Poland rating.
Iran freed 4 dual nationals, reportedly 2 Americans.
Al Qaeda claims Burkino Faso hotel attack.
N Korea calling for peace treaty.
Taiwan 1st woman president.
Bird flu in Indiana poultry.
IRS now to audit last 6 years, up from 3.
(stock #s in %):
ZNNMF up 21. PRHL up 13. AMSC up 10. MKTY up 9.
New lows:
QTWW down 10. GEVO, FTEK down 7. FSYS, FCSMF, MGPHF down 6. AIXG, CLNE (with volume), GLBL, HYGS down 5. ENOC down 4. FCEL, PEGI (with volume) down 3. ACPW, PLUG, OPTT, SZYM (with news) down 2. MYRG down 1.
CABN down 15 with heavy volume. ADES down 14. ACFN, VSPC down 13. BBLU down 11 with volume. GPHBF down 11. OLED down 9 with volume, news. VWDRY down 7 with volume. CSIQ, HQCL down 7. JASO down 6. SCTY down 5.
NO QUESTIONS ON ENERGY POLICY OR CLIMATE CHANGE FOR REPUBLICAN CANDIDATES IN LAST DEBATE
Obama Admin halted coal mining leases on public lands.
Some Renault, other carmakers' models failing French emissions tests.
$41.8B of green bonds issued globally in '15.
DOE $220M for advanced grid projects.
China National Building Materials, WElink unit $1.6B deal for 4 solar projects, energy efficiency housing in UK. CNBM unit, British Solar Renewables deal to deploy 130Mw solar in '16. Energy efficient housing to use rooftop solar, waste-to-energy, power storage, etc.
Construction started on 270Mw wind power in Australia. 100Mw 1st stage online by '17. 2nd 100Mw online by '18.
Mexican comp $85M for 30Mw solar project in Mexico.
Chile comp $20M for 9.9Mw wind project in Chile.
India comp to raise $300M toward developing 1Gw wind next 6 years. NuPower has 200Mw wind power in operation, 500Mw in pipeline.
2 Japan comps to build 21Mw solar power in Japan. Online early '18.
Gamesa to build 121Mw wind, solar in China, India.
CESC finalized $371M solar, wind investment plan.
Sun Edison (SUNE) to cover 25 California schools' parking lots with solar.
BHP Billiton slashed its US shale assets $7.2B (low oil prices).
Chile, Argentina signed $165M offshore oil/gas exploration deal.
Some Renault, other carmakers' models failing French emissions tests.
$41.8B of green bonds issued globally in '15.
DOE $220M for advanced grid projects.
China National Building Materials, WElink unit $1.6B deal for 4 solar projects, energy efficiency housing in UK. CNBM unit, British Solar Renewables deal to deploy 130Mw solar in '16. Energy efficient housing to use rooftop solar, waste-to-energy, power storage, etc.
Construction started on 270Mw wind power in Australia. 100Mw 1st stage online by '17. 2nd 100Mw online by '18.
Mexican comp $85M for 30Mw solar project in Mexico.
Chile comp $20M for 9.9Mw wind project in Chile.
India comp to raise $300M toward developing 1Gw wind next 6 years. NuPower has 200Mw wind power in operation, 500Mw in pipeline.
2 Japan comps to build 21Mw solar power in Japan. Online early '18.
Gamesa to build 121Mw wind, solar in China, India.
CESC finalized $371M solar, wind investment plan.
Sun Edison (SUNE) to cover 25 California schools' parking lots with solar.
BHP Billiton slashed its US shale assets $7.2B (low oil prices).
Chile, Argentina signed $165M offshore oil/gas exploration deal.
Friday, January 15, 2016
FRIDAY OPEN .... MARKET DOWN 318/103/42
WTI, Brent under $30.
US producer prices, retail sales, factory production down in December.
China market now in bear territory.
(stock #s in %):
PRHL up 13. ZNNMF up 12. CLNT, EFOI up 8.
New lows:
GLBL down 8. ENOC, SZYM, ACPW down 7. CLNE down 6. AIXG, FCEL down 5. ABGB, FSYS down 4. QTWW down 2.
GRPH down 15. NFEC down 13. AXPW down 11. AWSL, CERE down 10. CABN, XSNX down 9. ENPH down 8. CSIQ down 7. TSLA down 3.
US producer prices, retail sales, factory production down in December.
China market now in bear territory.
(stock #s in %):
PRHL up 13. ZNNMF up 12. CLNT, EFOI up 8.
New lows:
GLBL down 8. ENOC, SZYM, ACPW down 7. CLNE down 6. AIXG, FCEL down 5. ABGB, FSYS down 4. QTWW down 2.
GRPH down 15. NFEC down 13. AXPW down 11. AWSL, CERE down 10. CABN, XSNX down 9. ENPH down 8. CSIQ down 7. TSLA down 3.
Thursday, January 14, 2016
THURSDAY CLOSE .... MARKET UP 227/89/31 .... SEPT/OCT BOTTOM HOLDING
WTI, Brent ~$31. US natgas $2.14.
Hurricane in E Atlantic.
(stock #s in %):
LEDS up 30 with volume. ASTI up 19. CERE up 16 after reporting. ACFN up 15 with volume. ERII up 13. GPRC up 12. AMTX up 11. FCSMF up 9 off bottom. EVSI up 8 with heavy volume, news. AETI up 7 with heavy volume. BBLU up 6 with volume. GLBL up 6 off bottom. ENOC up 5 with volume. FSYS up 4 off bottom. TSLA up 3 with volume.
CDTI down 20, new low with heavy volume. GRPH down 15. CABN down 14 with volume. NFEC down 13, new low with heavy volume. SCTY down 13 with volume. ENZR down 12 with heavy volume. PSON down 11. WATT down 10, new low with heavy volume. OOIL down 10. OPTT, ZNNMF down 9. CLNT down 8. EFOI down 7. WNDW down 6 with volume, news. ACPW down 4, new low. CLNE down 3, new low with volume. FCEL down 1, new low with volume.
Hurricane in E Atlantic.
(stock #s in %):
LEDS up 30 with volume. ASTI up 19. CERE up 16 after reporting. ACFN up 15 with volume. ERII up 13. GPRC up 12. AMTX up 11. FCSMF up 9 off bottom. EVSI up 8 with heavy volume, news. AETI up 7 with heavy volume. BBLU up 6 with volume. GLBL up 6 off bottom. ENOC up 5 with volume. FSYS up 4 off bottom. TSLA up 3 with volume.
CDTI down 20, new low with heavy volume. GRPH down 15. CABN down 14 with volume. NFEC down 13, new low with heavy volume. SCTY down 13 with volume. ENZR down 12 with heavy volume. PSON down 11. WATT down 10, new low with heavy volume. OOIL down 10. OPTT, ZNNMF down 9. CLNT down 8. EFOI down 7. WNDW down 6 with volume, news. ACPW down 4, new low. CLNE down 3, new low with volume. FCEL down 1, new low with volume.
$329B GLOBAL INVESTMENT IN CLEAN/RENEWABLE ENERGY IN '15, UP 4% ON YEAR .... NIGHT CLOUDS HELP EXPLAIN GREENLAND ICE SHEET MELT
Clean/renewable investment up 4% globally in '15. China up 19% to $110.5B. US $56B. India up 23% to $11B. UK up 24% to record $23.4B. Brazil down 10% to $7.5B. Europe down 18% to $58.5B. ~64Gw wind power added, ~57Gw solar added (up 30%). Global rooftop solar up 12% to $67.4B.
Global warming may have staved off up to 100K-year ice age: studies.
El Nino equal to largest on record: NOAA.
Brazil doubled its solar power target.
US utility-scale PV solar costs down 17% in 3Q15 to $1.38/w.
Indian lenders to boost clean/renewable power finance by $15B.
Google Project Sunroof expanding to 7 more US states.
Internet exposing grid control systems to attack: DHS official.
Killer whales face extinction from PCBs: study.
Dead fish washing onshore near Rio Olympic sites.
Black lung outbreak in Australia coal mine.
Coal industry top target in Cuomo state of NY address.
DOE OK'd enviro review for 9.4Mw hydropower project in Montana on Missouri R.
Broadwind (BWEN) $8M of new wind turbine tower orders.
Over 60% of vehicles sold in US in '15 can use E15: RFA.
Venezuela claiming massive Exxon oil/gas find offshore Guyana.
$380B of oil/gas explore/development projects on hold.
$22M finance for $28M, 20Mw solar project in China. Online this month.
Asia Development Bank to finance $500M for grid upgrade in Azerbaijan. Azerbaijan to put up another $250M.
Trianel to spend 500M Euro for wind, solar development in Germany.
UK to fall well under carbon targets without increasing biofuels support.
Ethiopia 300Mw solar deploy plan.
Envision Solar (EVSI) moving into China market.
Yingli plans 300Mw solar panel plant in Thailand.
FDA OK'd GM potato that resists blight. GM potatoes, folks.
Nevada advanced controversial net-metering charges.
Global warming may have staved off up to 100K-year ice age: studies.
El Nino equal to largest on record: NOAA.
Brazil doubled its solar power target.
US utility-scale PV solar costs down 17% in 3Q15 to $1.38/w.
Indian lenders to boost clean/renewable power finance by $15B.
Google Project Sunroof expanding to 7 more US states.
Internet exposing grid control systems to attack: DHS official.
Killer whales face extinction from PCBs: study.
Dead fish washing onshore near Rio Olympic sites.
Black lung outbreak in Australia coal mine.
Coal industry top target in Cuomo state of NY address.
DOE OK'd enviro review for 9.4Mw hydropower project in Montana on Missouri R.
Broadwind (BWEN) $8M of new wind turbine tower orders.
Over 60% of vehicles sold in US in '15 can use E15: RFA.
Venezuela claiming massive Exxon oil/gas find offshore Guyana.
$380B of oil/gas explore/development projects on hold.
$22M finance for $28M, 20Mw solar project in China. Online this month.
Asia Development Bank to finance $500M for grid upgrade in Azerbaijan. Azerbaijan to put up another $250M.
Trianel to spend 500M Euro for wind, solar development in Germany.
UK to fall well under carbon targets without increasing biofuels support.
Ethiopia 300Mw solar deploy plan.
Envision Solar (EVSI) moving into China market.
Yingli plans 300Mw solar panel plant in Thailand.
FDA OK'd GM potato that resists blight. GM potatoes, folks.
Nevada advanced controversial net-metering charges.
THURSDAY OPEN .... DOW UP 78, NAZ UP 16, SP DOWN 6
WTI, Brent over $30.
Bank of England kept key rate at record low.
ISIS claimed attacks on Pakistan consulate in Afghanistan, in Jakarta.
Terrorist attacks in Turkey, Baghdad.
ISIS supporters growing in Philippines.
Al Jazeera pulled US cable channel.
(stock #s in %):
SENY up 42. EVSI up 17 with volume, news. ASTI up 16 in rebound. OESX up 12. LEOM, LTBR up 7. EMKR up 6.
ENZR down 14. BBLU down 12, new low. GRPH down 12. CDTI down 11, new low. EFOI down 11. FCSMF down 10. SCTY, BLSP down 9. AMSC down 7. CSIQ down 6. FSLR down 4. FCEL down 3, new low. CLNE down 3, new low. GLBL down .5, new low.
Bank of England kept key rate at record low.
ISIS claimed attacks on Pakistan consulate in Afghanistan, in Jakarta.
Terrorist attacks in Turkey, Baghdad.
ISIS supporters growing in Philippines.
Al Jazeera pulled US cable channel.
(stock #s in %):
SENY up 42. EVSI up 17 with volume, news. ASTI up 16 in rebound. OESX up 12. LEOM, LTBR up 7. EMKR up 6.
ENZR down 14. BBLU down 12, new low. GRPH down 12. CDTI down 11, new low. EFOI down 11. FCSMF down 10. SCTY, BLSP down 9. AMSC down 7. CSIQ down 6. FSLR down 4. FCEL down 3, new low. CLNE down 3, new low. GLBL down .5, new low.
Wednesday, January 13, 2016
WEDNESDAY CLOSE .... MARKET DOWN 364/159/48 .... AUG-SEPT LOWS STILL LOWER
WTI, Brent over $30. US natgas $2.28.
$300M of Powerball tickets a 50/50 chance to win: somebody.
ISIS has largely taken control of Sirte, Libya + 100 miles of coast with ~3k fighters. Ravaged nearby oilfields, oil terminals. Recruiting oil/gas engineers.
Special US forces now in Iraq for targeting.
(stock #s in %):
BFRE up 30. ACFN up 25. WWPW up 23 with volume. BSRC up 17 with heavy volume. GRPH up 15. HYSR up 12. FCSMF up 10. MKTY up 9 with volume.
LSCG down 23. ASTI down 21, new low with volume. PSON down 19, new low with volume. AMLM down 17. RNWEF down 15. GPHBF down 15 with volume. OPTT down 14, new low. SENY down 14. CERE down 13, new low. SKYS down 12, new low. VSPC down 11 with heavy volume. URRE down 11. CCGI down 10. FNVRF down 10 with volume. WATT down 10, new low with heavy volume. AXPW down 9. AMRS down 9, new low. BBLU down 8, new low. FSYS down 7, new low. FSLR down 6. ENOC down 6, new low. SZYM down 6, new low with volume. QTWW, AIXG, FCEL down 5, new lows. CSIQ, HQCL down 5. TSLA down 4. ACPW down 4, new low. GEVO down 3, new low. FTEK down 2, new low. CSUN down 1, new low.
$300M of Powerball tickets a 50/50 chance to win: somebody.
ISIS has largely taken control of Sirte, Libya + 100 miles of coast with ~3k fighters. Ravaged nearby oilfields, oil terminals. Recruiting oil/gas engineers.
Special US forces now in Iraq for targeting.
(stock #s in %):
BFRE up 30. ACFN up 25. WWPW up 23 with volume. BSRC up 17 with heavy volume. GRPH up 15. HYSR up 12. FCSMF up 10. MKTY up 9 with volume.
LSCG down 23. ASTI down 21, new low with volume. PSON down 19, new low with volume. AMLM down 17. RNWEF down 15. GPHBF down 15 with volume. OPTT down 14, new low. SENY down 14. CERE down 13, new low. SKYS down 12, new low. VSPC down 11 with heavy volume. URRE down 11. CCGI down 10. FNVRF down 10 with volume. WATT down 10, new low with heavy volume. AXPW down 9. AMRS down 9, new low. BBLU down 8, new low. FSYS down 7, new low. FSLR down 6. ENOC down 6, new low. SZYM down 6, new low with volume. QTWW, AIXG, FCEL down 5, new lows. CSIQ, HQCL down 5. TSLA down 4. ACPW down 4, new low. GEVO down 3, new low. FTEK down 2, new low. CSUN down 1, new low.
'16 TO BE HOTTER THAN RECORD '15 GLOBALLY: UK MET OFFICE .... ANTARCTIC ICE SHEET STOPPED EXPANDING FOR 1ST TIME IN 4 YEARS
Melting icebergs off Antarctica may help trap carbon: study.
IMF call to price carbon.
Obama call to end Fed coal leasing.
Oregon utilities agreed to back statewide coal power phaseout.
Green bonds record $41.8B in '15.
Corp solar funding $25.8B in '15.
'15 record year of wind powergen in UK.
Taiwan Power to invest over NT$400B in clean/renewable power next 15 years.
Oklahoma homeowners suing oil/gas drillers over quakes.
1st LNG tanker left $17B Australia terminal.
Blue Earth (BBLU) turned on 4.7Mw solar farm in Indiana.
Renewable Energy Systems got contract in UK for 300Kv/640Kwh energy storage demo project adjacent to 1.5Mw solar farm. Lithium-ion batts.
Suzlon won its 1st-ever solar contract. 210Mw in India. Mytrah Energy (wind power producer) also won 327Mw solar contract in India.
There may be more oil under N Sea than thought: production per well increase lately.
Spare powerline transformers may be an answer to extreme weather: study.
Italian solar needs more professional management: fund chief.
Goldman Sachs $25M residential solar equity investment.
Enel Green Power entered German clean/renewable power market.
MIT developing new incandescent light bulb with high efficiency.
Lightsource connected over 100Mw of solar in December.
Siemens got 280Mw wind turbine order for Kansas project. Online in early '17.
BLM rate cut for Koch coal mine. Enviros: foul.
US ships locked out of tuna fishing waters. (What's up with that?)
Demands to aid animals caught in Mississippi R. spillway floods.
IMF call to price carbon.
Obama call to end Fed coal leasing.
Oregon utilities agreed to back statewide coal power phaseout.
Green bonds record $41.8B in '15.
Corp solar funding $25.8B in '15.
'15 record year of wind powergen in UK.
Taiwan Power to invest over NT$400B in clean/renewable power next 15 years.
Oklahoma homeowners suing oil/gas drillers over quakes.
1st LNG tanker left $17B Australia terminal.
Blue Earth (BBLU) turned on 4.7Mw solar farm in Indiana.
Renewable Energy Systems got contract in UK for 300Kv/640Kwh energy storage demo project adjacent to 1.5Mw solar farm. Lithium-ion batts.
Suzlon won its 1st-ever solar contract. 210Mw in India. Mytrah Energy (wind power producer) also won 327Mw solar contract in India.
There may be more oil under N Sea than thought: production per well increase lately.
Spare powerline transformers may be an answer to extreme weather: study.
Italian solar needs more professional management: fund chief.
Goldman Sachs $25M residential solar equity investment.
Enel Green Power entered German clean/renewable power market.
MIT developing new incandescent light bulb with high efficiency.
Lightsource connected over 100Mw of solar in December.
Siemens got 280Mw wind turbine order for Kansas project. Online in early '17.
BLM rate cut for Koch coal mine. Enviros: foul.
US ships locked out of tuna fishing waters. (What's up with that?)
Demands to aid animals caught in Mississippi R. spillway floods.
WEDNESDAY OPEN .... MARKET DOWN 27/20/--
WTI, Brent over $31.
ISIS burned alive their own fighters after losing Ramadi. ISIS also lost another battle to Iraq/US in Anbar for control of dam.
(stock #s in %):
BSRC up 32 with heavy volume, up 3x from 12-month low. FCSMF up 25. HYSR up 14. ZAAP up 13. CREG up 9.
GPRC down 25 with very heavy volume, still up 9x from low. LSCG down 23. AMLM down 17 with volume. RNWEF down 15. ASTI down 12, new low. CCGI, DPSM down 10. GRPH down 9. SUNE down 8 with news. SKYS down 7. FCEL down 4. AMRS, OPTT down 3, new lows. QTWW down 2, new low.
ISIS burned alive their own fighters after losing Ramadi. ISIS also lost another battle to Iraq/US in Anbar for control of dam.
(stock #s in %):
BSRC up 32 with heavy volume, up 3x from 12-month low. FCSMF up 25. HYSR up 14. ZAAP up 13. CREG up 9.
GPRC down 25 with very heavy volume, still up 9x from low. LSCG down 23. AMLM down 17 with volume. RNWEF down 15. ASTI down 12, new low. CCGI, DPSM down 10. GRPH down 9. SUNE down 8 with news. SKYS down 7. FCEL down 4. AMRS, OPTT down 3, new lows. QTWW down 2, new low.
Tuesday, January 12, 2016
TUESDAY CLOSE .... MARKET UP 117/48/15
WTI under $31, Brent ~$31. US natgas $2.26.
Junk bonds signal 44% US recession risk in '16: expert.
Markets heading for "cataclysmic year": RBS.
Fed sent record $97.7B to Treasury.
US dropped bombs on Mosul bldg reportedly holding ISIS cash.
(stock #s in %):
LSCG up 60 off bottom. CCGI up 17. LEXG up 16. XSNX up 12 with very heavy volume after reporting. BLSP up 8 with heavy volume. RVLT up 8.
GRPH down 36 with very heavy volume. ACFN down 32, new low with volume. FCSMF down 19. ASTI down 17, new low. BSRC down 17. AMLM down 14. CERE, GEVO down 13, new lows. LEDS down 12, new low with very heavy volume. CREG down 10. GLBL down 9. SUNE down 9, new low with volume. CLNE down 7, new low. AMRS down 6, new low. SCTY down 6. PEIX down 5, new low. CSUN, CDTI, QTWW down 4, new lows. WNDW down 4. OPTT, HYGS down 3, new lows. SZYM down 3, new low with volume. BBLU down 2, new low. WPRT down 2, new low with news.
Junk bonds signal 44% US recession risk in '16: expert.
Markets heading for "cataclysmic year": RBS.
Fed sent record $97.7B to Treasury.
US dropped bombs on Mosul bldg reportedly holding ISIS cash.
(stock #s in %):
LSCG up 60 off bottom. CCGI up 17. LEXG up 16. XSNX up 12 with very heavy volume after reporting. BLSP up 8 with heavy volume. RVLT up 8.
GRPH down 36 with very heavy volume. ACFN down 32, new low with volume. FCSMF down 19. ASTI down 17, new low. BSRC down 17. AMLM down 14. CERE, GEVO down 13, new lows. LEDS down 12, new low with very heavy volume. CREG down 10. GLBL down 9. SUNE down 9, new low with volume. CLNE down 7, new low. AMRS down 6, new low. SCTY down 6. PEIX down 5, new low. CSUN, CDTI, QTWW down 4, new lows. WNDW down 4. OPTT, HYGS down 3, new lows. SZYM down 3, new low with volume. BBLU down 2, new low. WPRT down 2, new low with news.
US SOLAR INDUSTRY JOBS UP 20% IN '15 .... EPA "LAUGHING STOCK OF WORLD": TRUMP
US solar industry added over 35K jobs in '15 to near 209K, up 20% over '14: The Solar Foundation. Up 123% since '10. Est. over 30K more jobs this year. "Very difficult" to find qualified people. Solar manufacturing jobs down 6.8% in '15. Women 24% of solar industry jobholders.
Exactly how is trying to clean air and water a "laughing stock" Don?
Record-breaking wet December in Scotland.
NYC OK'd new geothermal heat pump installs requiring using carbon social cost of $128/metric ton in spending decisions. Bronx Zoo, Brooklyn Botanical Gardens, Statue of Liberty already using geo pumps.
Stanford scientists made lithium-ion batt that shuts down before overheating.
Production down to 239Kb/d in Dec at Syncrude Canada's oil sands, down 26% from Nov.
Est. 900M tons US coal production in '15, lowest since '86, down from ~1B tons in '14.
Chev Bolt gets 200-mile range on batt.
Ford tripling self-driving test vehicles to 30.
XsunX (XSNX) revs up 300% in '15.
Iran may ramp up natgas, el exports along with oil if sanctions lifted. Report denied, though, that they removed core of Arak heavy water reactor and filled it with cement. Required in nuke agreement. Also to sell part of their heavy water to US in agreement.
500Mw fast-breeder nuke reactor online in India in months.
UK developer plans over 2Gw solar in Africa.
Eneco pulled 75M Pound Scot wind project on subsidy uncertainty.
Essel Infrastructure, GCL MOU to build $2B solar manufacturing plant.
15K VELUX solar lights for Senegal, Zimbabwe, Zambia.
Chrysler hybrid minivan offered.
India Renewable Energy Development Agency to raise $260M with bond issue.
Suzlon got 197Mw wind turbine order from India.
NOAA opening Fed waters to commercial fish farming.
Exactly how is trying to clean air and water a "laughing stock" Don?
Record-breaking wet December in Scotland.
NYC OK'd new geothermal heat pump installs requiring using carbon social cost of $128/metric ton in spending decisions. Bronx Zoo, Brooklyn Botanical Gardens, Statue of Liberty already using geo pumps.
Stanford scientists made lithium-ion batt that shuts down before overheating.
Production down to 239Kb/d in Dec at Syncrude Canada's oil sands, down 26% from Nov.
Est. 900M tons US coal production in '15, lowest since '86, down from ~1B tons in '14.
Chev Bolt gets 200-mile range on batt.
Ford tripling self-driving test vehicles to 30.
XsunX (XSNX) revs up 300% in '15.
Iran may ramp up natgas, el exports along with oil if sanctions lifted. Report denied, though, that they removed core of Arak heavy water reactor and filled it with cement. Required in nuke agreement. Also to sell part of their heavy water to US in agreement.
500Mw fast-breeder nuke reactor online in India in months.
UK developer plans over 2Gw solar in Africa.
Eneco pulled 75M Pound Scot wind project on subsidy uncertainty.
Essel Infrastructure, GCL MOU to build $2B solar manufacturing plant.
15K VELUX solar lights for Senegal, Zimbabwe, Zambia.
Chrysler hybrid minivan offered.
India Renewable Energy Development Agency to raise $260M with bond issue.
Suzlon got 197Mw wind turbine order from India.
NOAA opening Fed waters to commercial fish farming.
TUESDAY OPEN .... MARKET UP 66/45/16
WTI over $31, Brent ~$32.
Traders exiting yuan.
(stock #s in %):
XDSL up 33. LEXG up 18. ZAAP up 11. LEDS up 8 after reporting. XSNX up 6 after reporting. TERP up 4.
ACFN down 16. NANX down 15, new low with extremely heavy volume. ENZR down 11. CREG down 8. SUNE down 6. FCEL down 4.
Traders exiting yuan.
(stock #s in %):
XDSL up 33. LEXG up 18. ZAAP up 11. LEDS up 8 after reporting. XSNX up 6 after reporting. TERP up 4.
ACFN down 16. NANX down 15, new low with extremely heavy volume. ENZR down 11. CREG down 8. SUNE down 6. FCEL down 4.
Monday, January 11, 2016
MONDAY CLOSE .... DOW UP 52, NAZ DOWN 5, SP UP 1
WTI, Brent under $32. US natgas $2.34.
Developing countries' econs grew 4.3% in '15, slowest since '09: World Bank. Predicts 4.8% growth this year.
(stock #s in %):
AWSL up 32 with extremely heavy volume. BSRC up 26 with volume. CCTC up 10 with news, up 12x from 12-month low. AIXG up 1 off new low.
AETI down 22 with heavy volume. LSCG down 18, new low. VSPC down 15 with news. LEOM down 14. AMTX down 13. ASTI down 13, new low with news. PEIX down 11, new low. ZAAP down 11. GEVO, XSNX down 9, new lows. CSUN down 5, new low with volume. HYSR down 5, new low with heavy volume. CLNE, CDTI down 4, new lows. SZYM down 2, new low with volume. WPRT down 2, new low with very heavy volume, news.
Developing countries' econs grew 4.3% in '15, slowest since '09: World Bank. Predicts 4.8% growth this year.
(stock #s in %):
AWSL up 32 with extremely heavy volume. BSRC up 26 with volume. CCTC up 10 with news, up 12x from 12-month low. AIXG up 1 off new low.
AETI down 22 with heavy volume. LSCG down 18, new low. VSPC down 15 with news. LEOM down 14. AMTX down 13. ASTI down 13, new low with news. PEIX down 11, new low. ZAAP down 11. GEVO, XSNX down 9, new lows. CSUN down 5, new low with volume. HYSR down 5, new low with heavy volume. CLNE, CDTI down 4, new lows. SZYM down 2, new low with volume. WPRT down 2, new low with very heavy volume, news.
PUTIN DECLARED '17 YEAR OF ENVIRONMENT IN RUSSIA .... BEIJING SHUTTERED 2.5K BUSINESSES TO SLASH POLLUTION
India got $1.5B loan commitment for rooftop solar. $500M each from World Bank, Asia Development Bank, BRICS development bank. 30% subsidy for public institutions.
India also reopened coal mining to private comps after 40 yrs.
Denmark planning clean/renewable power investment for Iran.
DOE OK'd wind power demo project off New Jersey.
Texas not actively developing response to EPA Clean Power Plan: TX regulator.
Kenya hydropower dam reservoir fueling malaria for villagers.
Morocco floating tender for 400Mw solar power.
"High confidence" Dec 23 power outage in Ukraine from coordinated cyberattack.
Grid comps facing complex cybersecurity audits.
ISIS in Libya last week truck-bombed police training school, attacked 2 major oil terminals, hit key power plant.
US oil rig count down 20 last week. NG rig count down 14. World rig count (sans N Am) down 20% in '15, down 6% in Dec v. Nov: Baker Hughes.
Sauds' Aramco worth est. at least $2.5T. Has reserves ~10x Exxon.
VT regulators OK'd building 1Gw clean power powerline from Canada border to New England grid. Mostly hydropower. $1.2B for 154-mile underwater, underground line. Online in '19.
AU Optronic unit to halt solar polysilicon production. Will focus on making ingots. Polysilicon prices down 83% last 5 years.
300Mw coal power plant newly online in Philippines. $744M.
Wooden poles for powergen outlawed in Nigeria.
METKA contracted for 7 solar projects. 116Mw for E112M. 57Mw in Puerto Rico, 6 other projects in UK.
Colombia court OK'd temp resumption of powergen at 400Mw hydropower plant halted last month by Constitutional Court order.
Mohican cut Ascent Solar (ASTI) stake 60%. ASTI down midday.
Origin Energy (OOIL) put $800M of assets up for sale. Down 13% midday.
Invenergy secured finance for 120Mw new wind power.
ITC works best when paired with net metering: comment.
Panasonic, Denver "smart city" partnership.
IHS lowered '16 US solar installs forecast with ITC extension.
Mercedes: 4 EVs by '17 instead of 1 by '18.
Biofuel groups suing US over RFS.
Another US coal comp filed bankruptcy.
DOE selling new nuke waste strategy.
Ringling to retire elephants early.
Elephants gave 7 people TB at Portland zoo.
Smartphone ap monitors indoor air.
Homing pigeons fly faster in haze: study.
India also reopened coal mining to private comps after 40 yrs.
Denmark planning clean/renewable power investment for Iran.
DOE OK'd wind power demo project off New Jersey.
Texas not actively developing response to EPA Clean Power Plan: TX regulator.
Kenya hydropower dam reservoir fueling malaria for villagers.
Morocco floating tender for 400Mw solar power.
"High confidence" Dec 23 power outage in Ukraine from coordinated cyberattack.
Grid comps facing complex cybersecurity audits.
ISIS in Libya last week truck-bombed police training school, attacked 2 major oil terminals, hit key power plant.
US oil rig count down 20 last week. NG rig count down 14. World rig count (sans N Am) down 20% in '15, down 6% in Dec v. Nov: Baker Hughes.
Sauds' Aramco worth est. at least $2.5T. Has reserves ~10x Exxon.
VT regulators OK'd building 1Gw clean power powerline from Canada border to New England grid. Mostly hydropower. $1.2B for 154-mile underwater, underground line. Online in '19.
AU Optronic unit to halt solar polysilicon production. Will focus on making ingots. Polysilicon prices down 83% last 5 years.
300Mw coal power plant newly online in Philippines. $744M.
Wooden poles for powergen outlawed in Nigeria.
METKA contracted for 7 solar projects. 116Mw for E112M. 57Mw in Puerto Rico, 6 other projects in UK.
Colombia court OK'd temp resumption of powergen at 400Mw hydropower plant halted last month by Constitutional Court order.
Mohican cut Ascent Solar (ASTI) stake 60%. ASTI down midday.
Origin Energy (OOIL) put $800M of assets up for sale. Down 13% midday.
Invenergy secured finance for 120Mw new wind power.
ITC works best when paired with net metering: comment.
Panasonic, Denver "smart city" partnership.
IHS lowered '16 US solar installs forecast with ITC extension.
Mercedes: 4 EVs by '17 instead of 1 by '18.
Biofuel groups suing US over RFS.
Another US coal comp filed bankruptcy.
DOE selling new nuke waste strategy.
Ringling to retire elephants early.
Elephants gave 7 people TB at Portland zoo.
Smartphone ap monitors indoor air.
Homing pigeons fly faster in haze: study.
MONDAY OPEN .... MARKET FLAT/MIXED
WTI, Brent under $33.
S Africa in recession with rand meltdown.
Pakistan backing Sauds v. Iran (nukes talking).
(stock #s in %):
AWSL up 37 with very heavy volume. XDSL up 33. AXPW up 10 with news. ACFN, LYSDY up 8.
AETI down 24 with volume. ASTI down 20, new low. LSCG down 18, new low. GEVO down 13, new low. HQCL down 7. PEIX down 3, new low. TSLA down 2.
S Africa in recession with rand meltdown.
Pakistan backing Sauds v. Iran (nukes talking).
(stock #s in %):
AWSL up 37 with very heavy volume. XDSL up 33. AXPW up 10 with news. ACFN, LYSDY up 8.
AETI down 24 with volume. ASTI down 20, new low. LSCG down 18, new low. GEVO down 13, new low. HQCL down 7. PEIX down 3, new low. TSLA down 2.
Sunday, January 10, 2016
NOTES
Ukraine el to Crimea cut off again in late December. Now Ukraine has no contractural obligation to restore it.
Concentrated solar power plus storage (molten salt, etc.) est. cost 6 cents/Kwh by '20: DOE.
NREL, Swiss lab set new non-concentrated solar cell record of 29.8%. Gallium indium phosphide, silicon heterojunction combo.
China solar comps now almost 80% of global market.
EC closed review of solar import price. Good for China solars, not so good for Euro solars.
Sunrun also leaving Nevada over solar subsidy cut.
Siemens got 53Mw wind turbine order from Scotland project. Online in early '17.
Canada OK'd Shell LNG terminal on west coast. Could be online by '22. Also, Shell and partners started NG production off Ireland. Could meet up to 60% of Ireland's NG demand.
Abu Dhabi National Energy, partners started oil production off Shetlands.
NG discovery in Turkey.
New oil production online in Senegal.
Concentrated solar power plus storage (molten salt, etc.) est. cost 6 cents/Kwh by '20: DOE.
NREL, Swiss lab set new non-concentrated solar cell record of 29.8%. Gallium indium phosphide, silicon heterojunction combo.
China solar comps now almost 80% of global market.
EC closed review of solar import price. Good for China solars, not so good for Euro solars.
Sunrun also leaving Nevada over solar subsidy cut.
Siemens got 53Mw wind turbine order from Scotland project. Online in early '17.
Canada OK'd Shell LNG terminal on west coast. Could be online by '22. Also, Shell and partners started NG production off Ireland. Could meet up to 60% of Ireland's NG demand.
Abu Dhabi National Energy, partners started oil production off Shetlands.
NG discovery in Turkey.
New oil production online in Senegal.
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