WTI over $33, Brent ~$36. US natgas $1.70.
China stimulus boosting commodities.
Yen jump.
Workers walkout at Tesla Nevada battery plant site.
(stock #s in %; new highs/lows over last 12 months):
GRPH up 51. MKTY up 26 with volume. BSRC up 25 with heavy volume. GLBL up 24 with heavy volume. ENPH up 21. CREG up 20. RBCN, RNWEF up 19. CLNE up 16 with volume. BLSP up 14 with very heavy volume, news. WNDW up 13. AIXG up 12. TERP, PRHL up 11. SKYS up 10. SENY, CCTC up 9. OLED up 8. FCEL up 7. ENOC up 6. AMSC up 5. SPWR up 4. FSLR up 2, new high.
BBLU down 49, new low with extremely heavy volume. MEEC down 18. SUNE down 12 with news. CHGT down 12. XSNX down 10. CSUN down 7, new low.
Monday, February 29, 2016
EARTH ATMOS WARMING 50X FASTER THAN WHEN COMING OUT OF AN ICE AGE: STUDY
Buffett likening climate change risks to Y2K.
Dems attacking Trump for denying global warming. Trump says he would abolish EPA. (Really, Don? Think that's good for US? World? Peoples' health? Just pandering for southern votes?)
EU won't ramp up carbon reduction targets.
Zambia turning to burning trees for power amid hydropower outages from drought.
Washington State regulators dropped plan to cap large GHG emitters.
German wind, biomass rates cut again.
US petrochem boom spurring GHG emissions.
OK, that's some of the bad news. Now, better:
Hank Paulson: green finance can stabilize China econ.
Nike chairman giving $400M to Stanford for climate research.
EVs to reach 35% global auto market share - 41M vehicles - by '40: Bloomberg. Competitive prices by '22. Could reduce oil demand 13Mb/d.
Finland $88M for biofuels, clean/renewable power. Cutting fossil fuels use.
India state set 700Mw solar target.
$367B invested in US clean/ren powergen in '15 v. $253B in fossil. Wind power about to pass hydropower as US largest clean power source.
Middle East, N Africa to see 4Gw of solar tenders this year: report.
China bank issuing $1.2B of green bonds.
US Supreme Court rejected industry effort to stop EPA Chesapeake Bay cleanup plan. (There you go, Don. Another EPA initiative to stop despite the Supreme Court.)
Comp investing $6.8M in 2.3Mw solar project in Japan.
2 new solar plants - 18Mw total - commissioned in Algeria. 3 more projects to launch this year.
Minnesota regulators OK'd powerline to share Canada hydropower with Minnesota wind power. $560-710M for 225 miles. 3-yr build.
Iberdrola to invest $26.4B in new projects by '20.
Blue Sphere (BLSP) LOI to develop $24M Dutch waste-to-energy plant.
And other news:
Canada LNG project cancelled.
IEA head urging Canada to stop global warming, but keep pumping tar sands oil. (Huh?)
US natgas production down ~1.2BCF/d since Sept. Non-fracking US natgas production down 17BCF/d since '08. Drops ~5%/yr. Will take increase of 15BCF/d to keep US production level this year.
Iran hardliners losing majority in government with election. Iran oil a tough sell in Europe from banking sanctions on Republican Guard (in control of oil industry). Iran offering to barter oil for goods.
Oil industry turning to empty rail cars for storage.
36 killed in methane explosion in Russian mine.
Former TEPCO exes facing charges over Fukushima meltdown. (And that was HOW long ago? Apparently, hari kari has passed out of fashion.)
China plans to layoff 1.8M coal, steel workers.
Radioactive material stolen, missing in Mexico.
Dems attacking Trump for denying global warming. Trump says he would abolish EPA. (Really, Don? Think that's good for US? World? Peoples' health? Just pandering for southern votes?)
EU won't ramp up carbon reduction targets.
Zambia turning to burning trees for power amid hydropower outages from drought.
Washington State regulators dropped plan to cap large GHG emitters.
German wind, biomass rates cut again.
US petrochem boom spurring GHG emissions.
OK, that's some of the bad news. Now, better:
Hank Paulson: green finance can stabilize China econ.
Nike chairman giving $400M to Stanford for climate research.
EVs to reach 35% global auto market share - 41M vehicles - by '40: Bloomberg. Competitive prices by '22. Could reduce oil demand 13Mb/d.
Finland $88M for biofuels, clean/renewable power. Cutting fossil fuels use.
India state set 700Mw solar target.
$367B invested in US clean/ren powergen in '15 v. $253B in fossil. Wind power about to pass hydropower as US largest clean power source.
Middle East, N Africa to see 4Gw of solar tenders this year: report.
China bank issuing $1.2B of green bonds.
US Supreme Court rejected industry effort to stop EPA Chesapeake Bay cleanup plan. (There you go, Don. Another EPA initiative to stop despite the Supreme Court.)
Comp investing $6.8M in 2.3Mw solar project in Japan.
2 new solar plants - 18Mw total - commissioned in Algeria. 3 more projects to launch this year.
Minnesota regulators OK'd powerline to share Canada hydropower with Minnesota wind power. $560-710M for 225 miles. 3-yr build.
Iberdrola to invest $26.4B in new projects by '20.
Blue Sphere (BLSP) LOI to develop $24M Dutch waste-to-energy plant.
And other news:
Canada LNG project cancelled.
IEA head urging Canada to stop global warming, but keep pumping tar sands oil. (Huh?)
US natgas production down ~1.2BCF/d since Sept. Non-fracking US natgas production down 17BCF/d since '08. Drops ~5%/yr. Will take increase of 15BCF/d to keep US production level this year.
Iran hardliners losing majority in government with election. Iran oil a tough sell in Europe from banking sanctions on Republican Guard (in control of oil industry). Iran offering to barter oil for goods.
Oil industry turning to empty rail cars for storage.
36 killed in methane explosion in Russian mine.
Former TEPCO exes facing charges over Fukushima meltdown. (And that was HOW long ago? Apparently, hari kari has passed out of fashion.)
China plans to layoff 1.8M coal, steel workers.
Radioactive material stolen, missing in Mexico.
MONDAY OPEN .... MARKET FLAT/MIXED
WTI over $33, Brent ~$36.
China cut bank reserves requirements.
Buffett: bonds need warning label.
Some 160 separate groups involved in Syria war.
Armed US drones now patrolling Libya looking for ISIS.
(stock #s in %; new highs/lows over last 12 months):
BSRC up 18 with news. SKYS up 12. AIXG up 11. SENY up 9. CCTC, MGPHF up 7. GLBL, LIME, RGSE up 6. FCEL, FSYS, PEIX up 5. SUNE, TERP, OLED up 4. SPWR up 2. TSLA up 1.
BBLU down 40, new low with very heavy volume. LMRMF down 20 with volume. XSNX down 10. PEGI down 2, new low after reporting.
China cut bank reserves requirements.
Buffett: bonds need warning label.
Some 160 separate groups involved in Syria war.
Armed US drones now patrolling Libya looking for ISIS.
(stock #s in %; new highs/lows over last 12 months):
BSRC up 18 with news. SKYS up 12. AIXG up 11. SENY up 9. CCTC, MGPHF up 7. GLBL, LIME, RGSE up 6. FCEL, FSYS, PEIX up 5. SUNE, TERP, OLED up 4. SPWR up 2. TSLA up 1.
BBLU down 40, new low with very heavy volume. LMRMF down 20 with volume. XSNX down 10. PEGI down 2, new low after reporting.
Sunday, February 28, 2016
NOTES
Syria ceasefire:
ISIS attacked Kurd-held town in Syria on Turkey border.
Syrian rebs claimed attacks continuing.
Iraq repelled ISIS attack on Baghdad suburb.
Rouhani moderates making big gains in Iran elections.
Kurd-Turkey oil pipeline shutdown for at least 2 more weeks.
Continental Resources not to frack another well this year.
IEA sees 600Kb/d cut in US oil production this year.
US blocking ambitious India solar plans. Trade rules trumping climate action.
"Highly likely" climate change poses major problem: Warren Buffett.
ISIS attacked Kurd-held town in Syria on Turkey border.
Syrian rebs claimed attacks continuing.
Iraq repelled ISIS attack on Baghdad suburb.
Rouhani moderates making big gains in Iran elections.
Kurd-Turkey oil pipeline shutdown for at least 2 more weeks.
Continental Resources not to frack another well this year.
IEA sees 600Kb/d cut in US oil production this year.
US blocking ambitious India solar plans. Trade rules trumping climate action.
"Highly likely" climate change poses major problem: Warren Buffett.
Saturday, February 27, 2016
FRIDAY CLOSE .... DOW DOWN 57, NAZ UP 8, S&P DOWN 3
WTI under $33, Brent ~$35. US natgas $1.79.
Syria ceasefire.
G20 meet: govts should do more, central banks less for econ growth.
Sauds escalating fight v. Hezbollah.
China heading toward operational, tactical control of major US Pacific trade route.
(stock #s in %; new highs/lows over last 12 months):
VSLR up 34 with heavy volume, news. SUNE up 31 with heavy volume, news. ZNNMF up 22. GTATQ, RNWEF, XSNX up 12. GLBL up 11 with heavy volume. PEIX, AMTX up 11. LMRMF up 10. CCTC, CDTI up 9. ZAAP, LSCG up 8. EFOI up 7. FCEL up 6.
SENY down 16 with heavy volume. OLED down 11 with heavy volume after reporting. LEOM down 10. LEXG, ENOC, BBLU down 9. HYSR down 8. AIXG down 5, new low. ASYS down 5.
Syria ceasefire.
G20 meet: govts should do more, central banks less for econ growth.
Sauds escalating fight v. Hezbollah.
China heading toward operational, tactical control of major US Pacific trade route.
(stock #s in %; new highs/lows over last 12 months):
VSLR up 34 with heavy volume, news. SUNE up 31 with heavy volume, news. ZNNMF up 22. GTATQ, RNWEF, XSNX up 12. GLBL up 11 with heavy volume. PEIX, AMTX up 11. LMRMF up 10. CCTC, CDTI up 9. ZAAP, LSCG up 8. EFOI up 7. FCEL up 6.
SENY down 16 with heavy volume. OLED down 11 with heavy volume after reporting. LEOM down 10. LEXG, ENOC, BBLU down 9. HYSR down 8. AIXG down 5, new low. ASYS down 5.
Friday, February 26, 2016
NEW US WIND FARMS $128B INVESTMENT INTO US ECON OVER LAST 10 YEARS.
DOI agreement with Mexico to boost coordination on clean energy issues, prep for climate change.
Wisconsin set to double solar power in state. Xcel Energy offering solar option for Wisconsin customers.
China's State Grid rejecting fossil fuels.
LA natgas well leak largest ever recorded in US. Over 100K tons released. Would fill Rose Bowl every day.
Tesla (TSLA), Chevrolet new 200-mile range EVs may cost as low as $30K.
Indiana to allow Tesla sales to continue despite GM effort to stop.
Lawsuit says Mercedes diesel car emissions 65X EPA limit in cold weather. (Why does anyone buy a diesel?!)
Bicycling up 3X, driving down half in London.
Essential pollinators at risk of extinction: report.
Whiting Petroleum to stop fracking in N Dakota.
Solar City (SCTY) new funding to finance $250M of projects.
Sun Edison (SUNE) won injunction case on Terraform/Vivent Solar deal. (SUNE stock doubled in last 2 days.)
Comp investing $56M for 109Mw solar project in Belarus.
Comp investing up to $45M for up to 30Mw solar project in Philippines.
Comp investing $510M in Brazil wind project.
Gamesa income up 85%.
GE to build world largest biomass plant.
JA Solar (JASO) increased 4Q guidance.
"Super batt" energy storage breakthrough targeting $54/Kwh. Biosolar (BSRC). Inexpensive polymer cathode.
KY landfill illegally received radioactive drilling trash.
Japan utility OK'd to extend 2 nuke reactor operations 20 years.
Oil/gas capex expected to fall 17% more this year: IEA. 24% drop in '15.
4 largest US coal miners worth $34B in '11 now worth $150M. (Just consider that over the weekend, pards.)
Canada oil production to increase.
Natgas field offshore Israel seeing serious production delays.
Pesticides found in 14 German beers. (Beware Octoberfest.)
Wisconsin set to double solar power in state. Xcel Energy offering solar option for Wisconsin customers.
China's State Grid rejecting fossil fuels.
LA natgas well leak largest ever recorded in US. Over 100K tons released. Would fill Rose Bowl every day.
Tesla (TSLA), Chevrolet new 200-mile range EVs may cost as low as $30K.
Indiana to allow Tesla sales to continue despite GM effort to stop.
Lawsuit says Mercedes diesel car emissions 65X EPA limit in cold weather. (Why does anyone buy a diesel?!)
Bicycling up 3X, driving down half in London.
Essential pollinators at risk of extinction: report.
Whiting Petroleum to stop fracking in N Dakota.
Solar City (SCTY) new funding to finance $250M of projects.
Sun Edison (SUNE) won injunction case on Terraform/Vivent Solar deal. (SUNE stock doubled in last 2 days.)
Comp investing $56M for 109Mw solar project in Belarus.
Comp investing up to $45M for up to 30Mw solar project in Philippines.
Comp investing $510M in Brazil wind project.
Gamesa income up 85%.
GE to build world largest biomass plant.
JA Solar (JASO) increased 4Q guidance.
"Super batt" energy storage breakthrough targeting $54/Kwh. Biosolar (BSRC). Inexpensive polymer cathode.
KY landfill illegally received radioactive drilling trash.
Japan utility OK'd to extend 2 nuke reactor operations 20 years.
Oil/gas capex expected to fall 17% more this year: IEA. 24% drop in '15.
4 largest US coal miners worth $34B in '11 now worth $150M. (Just consider that over the weekend, pards.)
Canada oil production to increase.
Natgas field offshore Israel seeing serious production delays.
Pesticides found in 14 German beers. (Beware Octoberfest.)
FRIDAY OPEN .... MARKET FLAT/MIXED
WTI over $34, Brent over $36.
US 4Q GDP revised up to 1% gain.
(stock #s in %; new highs/lows over last 12 months):
SUNE up 40, double in last 2 days on news. VSLR up 34 with heavy volume on news. GLBL up 14. ABGB up 12. ZAAP up 11. BLSP up 9. ADES, LSCG up 7. PLUG up 6.
OLED down 13 with volume after reporting. FSLR down 2 after new high.
US 4Q GDP revised up to 1% gain.
(stock #s in %; new highs/lows over last 12 months):
SUNE up 40, double in last 2 days on news. VSLR up 34 with heavy volume on news. GLBL up 14. ABGB up 12. ZAAP up 11. BLSP up 9. ADES, LSCG up 7. PLUG up 6.
OLED down 13 with volume after reporting. FSLR down 2 after new high.
Thursday, February 25, 2016
THURSDAY CLOSE .... MARKET UP 212/39/22
WTI ~$33, Brent over $35. US natgas $1.71.
51 comps in 20 countries supply ISIS with bomb materials.
US, Libya authorities so far not holding ISIS back from getting to Libya oil assets.
OPEC production freeze "a joke": Iran oil minister.
(stock #s in %; new highs/lows over last 12 months):
POWR up 87 on buyout. CCGI up 61 with volume. SUNE up 36 with volume, news. ENOC up 27 with volume. FCSMF up 22. ASTI up 12 off new low (up 40 off day bottom). BSRC up 11. ERII, OOIL up 9. VSLR up 7 off new low with news. BBLU up 4 of new low. FSLR up 4, new high with volume. TSLA up 4.
SKYS down 16, new low. GLBL down 12, new low with very heavy volume. GTATQ down 10, new low. HYSR down 10 with extremely heavy volume. CERE down 8 with heavy volume. CREG down 8. CSUN down 1, new low.
51 comps in 20 countries supply ISIS with bomb materials.
US, Libya authorities so far not holding ISIS back from getting to Libya oil assets.
OPEC production freeze "a joke": Iran oil minister.
(stock #s in %; new highs/lows over last 12 months):
POWR up 87 on buyout. CCGI up 61 with volume. SUNE up 36 with volume, news. ENOC up 27 with volume. FCSMF up 22. ASTI up 12 off new low (up 40 off day bottom). BSRC up 11. ERII, OOIL up 9. VSLR up 7 off new low with news. BBLU up 4 of new low. FSLR up 4, new high with volume. TSLA up 4.
SKYS down 16, new low. GLBL down 12, new low with very heavy volume. GTATQ down 10, new low. HYSR down 10 with extremely heavy volume. CERE down 8 with heavy volume. CREG down 8. CSUN down 1, new low.
FOSSIL FUEL USE MUST DROP MUCH FASTER THAN THOUGHT TO MEET LIMITS AGREED ON AT PARIS TO CONTAIN GLOBAL WARMING.
Just 1.24T tons of GHGs can be released into atmos from '15 onward. Not the up to 2.4T of previous estimates: climate scientists. (Half.)
More aggressive climate policies could save us $1T/yr.
Clean/renewable power growth could slow over 30% without US EPA Clean Power Plan: analysis.
US House, Senate members telling appeals court Clean Power Plan illegal.
Antarctica reached record 64*F temp.
Air pollution cause of 40K deaths/yr in UK: research.
NASA, S Korea partnering on space-based air pollution studies. (Probably satellite to "watch" N Korea.)
Over 12.6Gw wind power ordered globally in 2H15: Navigant. Near 140 projects. Siemens, Vestas led with ~2.8Gw each. Europe led with 5Gw. Then N Am with 2.8Gw, Asia/Pacific with 2Gw, Latin Am with 1.3Gw.
Corals experiencing record-long bleaching from El Nino.
China adding EVs to govt fleet.
US oil shipping to Israel refineries.
Abengoa (ABGB) bioenergy unit filed bankruptcy in US.
1st US LNG ship headed for Brazil.
Comps suing Sun Edison (SUNE) over Brazil deal. Also, Vivent (VSLR) shareholders approved SUNE acquisition.
Ormat to add up to 190Mw geothermal capacity by '18.
Dairyland Power to buy 15Mw solar in Wisconsin.
Scottish Power Renewables committed to 714Mw windpower offshore E England. E2.5B. Online in '20.
El Salvador 150Mw clean/renewable power auction coming.
India plans 750Mw solar park with 100Mw power storage.
Obama banned imports of slave-produced fish, other goods.
US won WTO dispute with India over solar.
Short-term EV sales forecasted to plunge.
More aggressive climate policies could save us $1T/yr.
Clean/renewable power growth could slow over 30% without US EPA Clean Power Plan: analysis.
US House, Senate members telling appeals court Clean Power Plan illegal.
Antarctica reached record 64*F temp.
Air pollution cause of 40K deaths/yr in UK: research.
NASA, S Korea partnering on space-based air pollution studies. (Probably satellite to "watch" N Korea.)
Over 12.6Gw wind power ordered globally in 2H15: Navigant. Near 140 projects. Siemens, Vestas led with ~2.8Gw each. Europe led with 5Gw. Then N Am with 2.8Gw, Asia/Pacific with 2Gw, Latin Am with 1.3Gw.
Corals experiencing record-long bleaching from El Nino.
China adding EVs to govt fleet.
US oil shipping to Israel refineries.
Abengoa (ABGB) bioenergy unit filed bankruptcy in US.
1st US LNG ship headed for Brazil.
Comps suing Sun Edison (SUNE) over Brazil deal. Also, Vivent (VSLR) shareholders approved SUNE acquisition.
Ormat to add up to 190Mw geothermal capacity by '18.
Dairyland Power to buy 15Mw solar in Wisconsin.
Scottish Power Renewables committed to 714Mw windpower offshore E England. E2.5B. Online in '20.
El Salvador 150Mw clean/renewable power auction coming.
India plans 750Mw solar park with 100Mw power storage.
Obama banned imports of slave-produced fish, other goods.
US won WTO dispute with India over solar.
Short-term EV sales forecasted to plunge.
THURSDAY OPEN .... MARKET FLAT/MIXED
WTI under $32, Brent under $34.
China stocks down 6% earlier today.
Global recession risks rising: Citi.
Strong US durable goods orders.
Europe-area inflation revised down.
US, China agreed on new N Korea sanctions going to UN Security Council.
(stock #s in %; new highs/lows over last 12 months):
POWR up 87, new high with extremely heavy volume on purchase by Southern for $431M cash. CCGI up 30. ENOC up 21 after reporting. RNWEF up 10 with volume. ENZR up 8. BSRC up 7 on 100 shares. SUNE up 6 with news.
GTATQ down 10. CERE down 8. ASTI, GLBL down 7, new lows. CCTC, CSUN down 7.
China stocks down 6% earlier today.
Global recession risks rising: Citi.
Strong US durable goods orders.
Europe-area inflation revised down.
US, China agreed on new N Korea sanctions going to UN Security Council.
(stock #s in %; new highs/lows over last 12 months):
POWR up 87, new high with extremely heavy volume on purchase by Southern for $431M cash. CCGI up 30. ENOC up 21 after reporting. RNWEF up 10 with volume. ENZR up 8. BSRC up 7 on 100 shares. SUNE up 6 with news.
GTATQ down 10. CERE down 8. ASTI, GLBL down 7, new lows. CCTC, CSUN down 7.
Wednesday, February 24, 2016
WEDNESDAY CLOSE .... MARKET UP 53/39/8
WTI over $32, Brent over $34. US natgas $1.78.
(stock #s in %; new highs/lows over last 12 months):
LINE up 21. GRPH up 19 with heavy volume. PSPW up 16. HYSR up 14 with very heavy volume. FSLR up 12 with heavy volume after reporting. EFOI up 11 with heavy volume. SPWR up 10. WATT up 9 with volume, large intraday gain. RGSE up 9. OOIL, SRWRF up 7. CSIQ up 6 with news. PEIX up 6. SCTY up 5.
LSCG down 30. ASTI down 27, new low with very heavy volume, news; up 20 off day low. ENPH down 15. FCSMF down 13. CHGT down 12 with heavy volume. BSRC, CCGI down 10. BBLU down 10, new low. LEOM down 10 with very heavy volume. ACFN down 9. LEDS down 9, new low. AIXG down 7. CERE down 5 with very heavy volume, news. SUNE down 5. GLBL down 4, new low.
(stock #s in %; new highs/lows over last 12 months):
LINE up 21. GRPH up 19 with heavy volume. PSPW up 16. HYSR up 14 with very heavy volume. FSLR up 12 with heavy volume after reporting. EFOI up 11 with heavy volume. SPWR up 10. WATT up 9 with volume, large intraday gain. RGSE up 9. OOIL, SRWRF up 7. CSIQ up 6 with news. PEIX up 6. SCTY up 5.
LSCG down 30. ASTI down 27, new low with very heavy volume, news; up 20 off day low. ENPH down 15. FCSMF down 13. CHGT down 12 with heavy volume. BSRC, CCGI down 10. BBLU down 10, new low. LEOM down 10 with very heavy volume. ACFN down 9. LEDS down 9, new low. AIXG down 7. CERE down 5 with very heavy volume, news. SUNE down 5. GLBL down 4, new low.
COST TO CUT CARBON EMISSIONS LOWER THAN PRICE OF HEALTH RISKS: STUDY
Qatar to add 1Gw solar.
Winter storm "Jonas" (Jonah) hit Washington DC on anniversary of Roe v. Wade decision.
Supreme Court leery of state power incentives.
NASA laser power can get spaceship to Mars in 3 days. Theoretically. (I was told in the '70's that the city manager told Springer that theoretically you can fart your way to the moon.)
ARPA-E can think bigger if budget approved.
Beetles eating up Poland ancient woods. (Reminds me of Beatles' "Norwegian Woods".)
Honda wants 2/3 green vehicles by '30. (Me too. Or more.)
Crowd funding for Joshua Tree genome project.
1/3 of public thinks genmod mosquitos spread disease. (Mosquitos kill more people than any other critter. KILL THEM!)
First Solar (FSLR) last Q sales down 6.5%, but sales/profit beat forecasts. Guidance down, however, for sales.
Near 70 Florida counties, cities have banned or oppose fracking. But legislature bill wants to overrule.
Canadian Solar (CSIQ) got $26M finance for 10.2Mw project in Japan. Also Y3B solar project bond issued.
Trina Solar buying Solland Solar Cells (Netherlands) assets. Adds 200Mw cell manufacturing capacity.
Sunvault Energy, Edison Power to develop solar + power storage at 3 Delaware fire stations. EBITDA ~$250K/yr. Graphene batts.
Statkraft, partners $1.2B wind project in Norway. 1Gw on 6 farms by '20. $1.4B project "unprofitable" in '14. Moved to windier sites. Nordic area in power glut from clean/renewables, shutting down nuke power over economics. Vestas to supply turbines.
Rumors of 100B bls of oil under London airport. UK N Sea produced 28B bls since '75. Horse Hill.
Chechnya challenging Russia over oil.
Iran, Russia, Azerbaijan face off over Georgia natgas supply.
29Mw wind farm OK'd to go online in Brazil. Frees up 170Mw more to go online.
Largest power plant in Sudan turned on. 500Mw oil power.
FMO plans E500M green bond in 1Q17.
Scottish Power L2.5B wind investment.
Methane emissions from oil/gas production 27% higher than estimated: study.
Solar Reserve proposing 110Mw solar + storage in Australia.
Homicide charges after Brazil dam collapse.
California new natgas storage rules after L.A. well leak.
Largest US coal reserves to be exhausted in 40 years: USGS.
Winter storm "Jonas" (Jonah) hit Washington DC on anniversary of Roe v. Wade decision.
Supreme Court leery of state power incentives.
NASA laser power can get spaceship to Mars in 3 days. Theoretically. (I was told in the '70's that the city manager told Springer that theoretically you can fart your way to the moon.)
ARPA-E can think bigger if budget approved.
Beetles eating up Poland ancient woods. (Reminds me of Beatles' "Norwegian Woods".)
Honda wants 2/3 green vehicles by '30. (Me too. Or more.)
Crowd funding for Joshua Tree genome project.
1/3 of public thinks genmod mosquitos spread disease. (Mosquitos kill more people than any other critter. KILL THEM!)
First Solar (FSLR) last Q sales down 6.5%, but sales/profit beat forecasts. Guidance down, however, for sales.
Near 70 Florida counties, cities have banned or oppose fracking. But legislature bill wants to overrule.
Canadian Solar (CSIQ) got $26M finance for 10.2Mw project in Japan. Also Y3B solar project bond issued.
Trina Solar buying Solland Solar Cells (Netherlands) assets. Adds 200Mw cell manufacturing capacity.
Sunvault Energy, Edison Power to develop solar + power storage at 3 Delaware fire stations. EBITDA ~$250K/yr. Graphene batts.
Statkraft, partners $1.2B wind project in Norway. 1Gw on 6 farms by '20. $1.4B project "unprofitable" in '14. Moved to windier sites. Nordic area in power glut from clean/renewables, shutting down nuke power over economics. Vestas to supply turbines.
Rumors of 100B bls of oil under London airport. UK N Sea produced 28B bls since '75. Horse Hill.
Chechnya challenging Russia over oil.
Iran, Russia, Azerbaijan face off over Georgia natgas supply.
29Mw wind farm OK'd to go online in Brazil. Frees up 170Mw more to go online.
Largest power plant in Sudan turned on. 500Mw oil power.
FMO plans E500M green bond in 1Q17.
Scottish Power L2.5B wind investment.
Methane emissions from oil/gas production 27% higher than estimated: study.
Solar Reserve proposing 110Mw solar + storage in Australia.
Homicide charges after Brazil dam collapse.
California new natgas storage rules after L.A. well leak.
Largest US coal reserves to be exhausted in 40 years: USGS.
WEDNESDAY OPEN .... MARKET DOWN 242/71/26
Oil down on Sauds ruling out production cuts.
Moody's cut Brazil to junk.
Trump accused of finance fraud.
Beijing now beats out NYC as "billionaire capital of world". (How can they stand the pollution?)
(stock #s in %; new highs/lows over last 12 months):
PSPW up 16 on 100 shares. AETI up 15. FSLR up 10 with volume after reporting. CERE up 7 with extremely heavy volume, news. SPWR up 1 (recommended buy, owned).
ASTI down 26, new low with volume on news of moving from Nasdaq to OTCQB. ENPH down 15 after reporting loss. AMTX down 15 with volume. LEOM down 15 with heavy volume. NFEC down 9. AIXG, LEDS down 8. BBLU down 8, new low. ACFN down 7. TERP down 6. TSLA down 4 with news. SUNE down 3, new low. GLBL down 1, new low.
Moody's cut Brazil to junk.
Trump accused of finance fraud.
Beijing now beats out NYC as "billionaire capital of world". (How can they stand the pollution?)
(stock #s in %; new highs/lows over last 12 months):
PSPW up 16 on 100 shares. AETI up 15. FSLR up 10 with volume after reporting. CERE up 7 with extremely heavy volume, news. SPWR up 1 (recommended buy, owned).
ASTI down 26, new low with volume on news of moving from Nasdaq to OTCQB. ENPH down 15 after reporting loss. AMTX down 15 with volume. LEOM down 15 with heavy volume. NFEC down 9. AIXG, LEDS down 8. BBLU down 8, new low. ACFN down 7. TERP down 6. TSLA down 4 with news. SUNE down 3, new low. GLBL down 1, new low.
Tuesday, February 23, 2016
TUESDAY CLOSE .... MARKET DOWN 188/67/24. (SHORT CHIPOTLE, MAKE 20% MORE. OY.)
WTI over $31, Brent over $33. US natgas $1.79.
Markets saying oil to be worthless by mid-'19: St Louis Fed.
First Solar (FSLR) reported after close. Topped views, but lowered outlook. Trading halted.
(stock #s in %; new highs/lows over last 12 months):
CREG up 21. HYSR up 18 with heavy volume. MKTY up 17 with heavy volume. AETI up 15. CCTC up 14 with volume. FCSMF up 13. LYSDY, RNWEF up 11. EFOI, ACFN up 10.
AMTX down 15. ZNNMF down 14. GTATQ down 13, new low with volume. BBLU down 11, new low. NFEC down 11. OOIL down 10, new low with volume. VECO down 10, new low with very heavy volume, downgrade. ACPW down 9 with volume. MGPHF, WATT down 9. SUNE down 7, new low. SCTY, SPWR down 6. RGSE down 6, new low. HQCL down 5. GLBL down 2, new low.
Markets saying oil to be worthless by mid-'19: St Louis Fed.
First Solar (FSLR) reported after close. Topped views, but lowered outlook. Trading halted.
(stock #s in %; new highs/lows over last 12 months):
CREG up 21. HYSR up 18 with heavy volume. MKTY up 17 with heavy volume. AETI up 15. CCTC up 14 with volume. FCSMF up 13. LYSDY, RNWEF up 11. EFOI, ACFN up 10.
AMTX down 15. ZNNMF down 14. GTATQ down 13, new low with volume. BBLU down 11, new low. NFEC down 11. OOIL down 10, new low with volume. VECO down 10, new low with very heavy volume, downgrade. ACPW down 9 with volume. MGPHF, WATT down 9. SUNE down 7, new low. SCTY, SPWR down 6. RGSE down 6, new low. HQCL down 5. GLBL down 2, new low.
SEAS RISING FASTEST IN LAST 28 CENTURIES. (800 B.C. HM. HISTORY TO CHECK OUT THERE.)
Most US flooding linked to climate change: study.
Arctic tundra shifting from carbon sink to carbon source: scientists.
"We need a miracle": Bill Gates on climate change (or in general). (I still wish Bill would run for president. But we need a miracle to get him to do that. Maybe Trump will choose him for VP on ticket.)
Massachusetts cutting rebates for EVs selling for over $60K.
Indiana legislature moving on GM-written bill to make Tesla (TSLA) sales illegal.
Colorado stepping back from crafting clean power plan for EPA.
Lung cancer deaths up 4x over last 4 decades in heavy industrial province near Beijing.
China replaced US as top wind turbine maker. Goldwind replaced GE at top.
US solar installs hit record 7.3Gw in '15.
First Solar (FSLR) set record cell efficiency for its thin film tech.
Zambia calling for proposals for 100Mw solar.
London water utility to install 6.3Mw solar on top of reservoir.
Comp investing $34M in 20Mw solar project in Sri Lanka online this year.
Vestas (VWDRY) to build $1.2B wind project in Norway.
Greenroom E100M solar fund coming soon.
China bank set for greenbond issue.
Sunverge, Mitsui partnering on Japan energy storage.
Dong to build world 1st plant to handle unsorted, untreated household waste in UK.
CEC $9M for west coast EV highway.
IEA: oil prices to recover next year.
Exxon only replaced 67% of reserves last year. 1st time on 20 some years they didn't replace all reserves at least.
Russia helping out Venezuela again. Rosneft raising its stake in Venezuela crude processing JV with $500M more. Venezuela also raising its oil prices.
Ghana president wants country's oil production to reach 500Kb/d by '20. 120K now.
Nigeria oil export terminal shut down after underwater pipe rupture that could cost country up to $100M.
Angola rebs resuming fight for oil-rich region.
JP Morgan put aside another $500M for energy sector debt.
Iran investing $11B for 2Gw of new reactors at Bushehr nuke plant.
That's our world, pards. Onward and upward. And happy motoring.
Arctic tundra shifting from carbon sink to carbon source: scientists.
"We need a miracle": Bill Gates on climate change (or in general). (I still wish Bill would run for president. But we need a miracle to get him to do that. Maybe Trump will choose him for VP on ticket.)
Massachusetts cutting rebates for EVs selling for over $60K.
Indiana legislature moving on GM-written bill to make Tesla (TSLA) sales illegal.
Colorado stepping back from crafting clean power plan for EPA.
Lung cancer deaths up 4x over last 4 decades in heavy industrial province near Beijing.
China replaced US as top wind turbine maker. Goldwind replaced GE at top.
US solar installs hit record 7.3Gw in '15.
First Solar (FSLR) set record cell efficiency for its thin film tech.
Zambia calling for proposals for 100Mw solar.
London water utility to install 6.3Mw solar on top of reservoir.
Comp investing $34M in 20Mw solar project in Sri Lanka online this year.
Vestas (VWDRY) to build $1.2B wind project in Norway.
Greenroom E100M solar fund coming soon.
China bank set for greenbond issue.
Sunverge, Mitsui partnering on Japan energy storage.
Dong to build world 1st plant to handle unsorted, untreated household waste in UK.
CEC $9M for west coast EV highway.
IEA: oil prices to recover next year.
Exxon only replaced 67% of reserves last year. 1st time on 20 some years they didn't replace all reserves at least.
Russia helping out Venezuela again. Rosneft raising its stake in Venezuela crude processing JV with $500M more. Venezuela also raising its oil prices.
Ghana president wants country's oil production to reach 500Kb/d by '20. 120K now.
Nigeria oil export terminal shut down after underwater pipe rupture that could cost country up to $100M.
Angola rebs resuming fight for oil-rich region.
JP Morgan put aside another $500M for energy sector debt.
Iran investing $11B for 2Gw of new reactors at Bushehr nuke plant.
That's our world, pards. Onward and upward. And happy motoring.
TUESDAY OPEN .... MARKET DOWN 102/39/15
WTI under $33, Brent under $35.
Trudeau going all in with deficits, breaking promise.
(stock #s in %; new highs/lows over last 12 months):
CREG up 14. BBLU up 13. ADES up 12. RNWEF up 11. LEXG up 10. LEDS up 9. CCTC up 8. SENY up 6. RBCN, OESX up 5.
GTATQ down 16. VECO down 15, new low with heavy volume on downgrade. HQCL down 5. SPWR down 4.
Trudeau going all in with deficits, breaking promise.
(stock #s in %; new highs/lows over last 12 months):
CREG up 14. BBLU up 13. ADES up 12. RNWEF up 11. LEXG up 10. LEDS up 9. CCTC up 8. SENY up 6. RBCN, OESX up 5.
GTATQ down 16. VECO down 15, new low with heavy volume on downgrade. HQCL down 5. SPWR down 4.
Monday, February 22, 2016
MONDAY CLOSE .... MARKET UP 228/66/27
WTI over $31, Brent over $34. US natgas $1.83.
US, Russia Syria ceasefire agreement start Feb 27.
(stock #s in %; new highs/lows over last 12 months):
CCGI up 29. ZNNMF up 22. LSCG up 17. LEOM up 15 with volume. ADES up 15. HQCL up 12. GRPH, NTCXF up 10. RVLT up 10 with volume. GPHBF up 9. BLSP up 8. CERE, EFOI, EVSI, CDTI, LTBR, MGPHF up 7. CSIQ, QTWW, TSLA up 6. WATT up 5 with volume.
CHGT down 28 with very heavy volume. MKTY down 19. RNWEF down 18, new low. AWSL down 13 with volume. BSRC down 11. BBLU down 10, new low. GTATQ, LYSDY, RGSE down 9. ABGB down 8. SEDG down 5 with volume. SKYS down 4, back on bottom. LEDS down 3, new low with volume.
US, Russia Syria ceasefire agreement start Feb 27.
(stock #s in %; new highs/lows over last 12 months):
CCGI up 29. ZNNMF up 22. LSCG up 17. LEOM up 15 with volume. ADES up 15. HQCL up 12. GRPH, NTCXF up 10. RVLT up 10 with volume. GPHBF up 9. BLSP up 8. CERE, EFOI, EVSI, CDTI, LTBR, MGPHF up 7. CSIQ, QTWW, TSLA up 6. WATT up 5 with volume.
CHGT down 28 with very heavy volume. MKTY down 19. RNWEF down 18, new low. AWSL down 13 with volume. BSRC down 11. BBLU down 10, new low. GTATQ, LYSDY, RGSE down 9. ABGB down 8. SEDG down 5 with volume. SKYS down 4, back on bottom. LEDS down 3, new low with volume.
INDIA SMOG LEVELS NOW WORSE THAN CHINA'S.
Acidic ocean leads to serious skeletal deformities in young coral: study.
Latest cyclone strongest ever recorded in S Hemisphere.
JA Solar (JASO) got 86Mw project in S Africa.
Sunpower (SPWR) new world record efficient silicon solar panel now on market.
Eaton, AES to offer energy storage platform in Europe, Mideast, Africa.
Enel Green to invest ~$400M toward 326Mw wind, solar, hydropower in Peru.
Siemens got order for 40Mw wind farm offshore Finland. 4Mw turbines. Online late '17.
Egypt got $500M finance from EBRD toward 2Gw of solar. Total cost ~$4B. 40 50Mw farms.
11% solar tariff cut proposed in Japan.
Solatio Energia investing $860M in solar in Brazil.
Vestas (VWDRY) plans 1Gw wind power in Pakistan.
US GHG emissions up .9% in '14: EPA.
China to shutter 1K coal mines this year.
~40% of lending to oil/gas comps now junk: Goldman Sachs.
Industry group wants 30% biomass carbon in US transportation by '30.
Gazprom threatening natgas cutoff to Kyrgyzstan.
US oil rig count down 26 last week. Natgas rigs down 1.
Iran delaying sales of new heavy oil grade until June.
ISIS attacked Libya oil terminal over weekend.
Russia, Ukraine banned each other's trucks from entering its territory.
Latest cyclone strongest ever recorded in S Hemisphere.
JA Solar (JASO) got 86Mw project in S Africa.
Sunpower (SPWR) new world record efficient silicon solar panel now on market.
Eaton, AES to offer energy storage platform in Europe, Mideast, Africa.
Enel Green to invest ~$400M toward 326Mw wind, solar, hydropower in Peru.
Siemens got order for 40Mw wind farm offshore Finland. 4Mw turbines. Online late '17.
Egypt got $500M finance from EBRD toward 2Gw of solar. Total cost ~$4B. 40 50Mw farms.
11% solar tariff cut proposed in Japan.
Solatio Energia investing $860M in solar in Brazil.
Vestas (VWDRY) plans 1Gw wind power in Pakistan.
US GHG emissions up .9% in '14: EPA.
China to shutter 1K coal mines this year.
~40% of lending to oil/gas comps now junk: Goldman Sachs.
Industry group wants 30% biomass carbon in US transportation by '30.
Gazprom threatening natgas cutoff to Kyrgyzstan.
US oil rig count down 26 last week. Natgas rigs down 1.
Iran delaying sales of new heavy oil grade until June.
ISIS attacked Libya oil terminal over weekend.
Russia, Ukraine banned each other's trucks from entering its territory.
MONDAY OPEN .... MARKET UP 209/61/24
WTI over $31, Brent over $34.
(stock #s in %; new highs/lows over last 12 months):
CLNT up 17. CCTC up 13 with volume. CABN, GRPH up 10. OOIL up 8. BLSP, NTCXF up 6. TSLA, CSIQ, TERP, SUNE up 5. WATT up 5 with volume. CREE, HQCL up 4. FSLR, SCTY, SPWR up 3.
GTATQ down 11.
(stock #s in %; new highs/lows over last 12 months):
CLNT up 17. CCTC up 13 with volume. CABN, GRPH up 10. OOIL up 8. BLSP, NTCXF up 6. TSLA, CSIQ, TERP, SUNE up 5. WATT up 5 with volume. CREE, HQCL up 4. FSLR, SCTY, SPWR up 3.
GTATQ down 11.
Sunday, February 21, 2016
NOTES
GE to shutter wind turbine tower factory in Brazil. (Market's peaked?)
Major oil projects to come online offshore Ghana, Gulf of Mex, Alberta oil sands, Kazakhstan. 3Mb/d more this year. But 3M natural depletion. 1.5Mb/d projected to come online in '17.
About 1/3 of oil/gas comps at risk of bankruptcy this year: Deloitte. Over $150B debt.
Oklahoma drillers ordered to reduce wastewater injection 40% to decrease quakes. Sierra Club suing Devon, Chesapeake over quakes.
EIA raised estimated Oklahoma oil production by 100Kb/d (25-30%).
Japan LNG demand down 14% on year.
Bolivia started up LNG plant to supply domestic demand, export to Brazil, Peru, Paraguay.
DOE OK'd Conoco LNG exports from Alaska. 40BCF over 2 yrs.
EU lifting sanctions on Belarus. Arms embargo stays.
Bosnia-Herzegovina applied to join EU. Not a sure shot.
Uganda "election". President now in 30 yrs.
Fiji got direct hit from F5 cyclone strengthened by El Nino. Strongest ever to hit Fiji.
Kochs spending millions to kill EV market.
44-ft rise in Folsom Lake in California.
B1 bombers pulled from ISIS fight.
Syria army seizing Aleppo villages, aiming for Raqqa.
Syria reb group says its ready for temporary truce.
China debt seen rising through '19, peaking at 283% of GDP.
Major oil projects to come online offshore Ghana, Gulf of Mex, Alberta oil sands, Kazakhstan. 3Mb/d more this year. But 3M natural depletion. 1.5Mb/d projected to come online in '17.
About 1/3 of oil/gas comps at risk of bankruptcy this year: Deloitte. Over $150B debt.
Oklahoma drillers ordered to reduce wastewater injection 40% to decrease quakes. Sierra Club suing Devon, Chesapeake over quakes.
EIA raised estimated Oklahoma oil production by 100Kb/d (25-30%).
Japan LNG demand down 14% on year.
Bolivia started up LNG plant to supply domestic demand, export to Brazil, Peru, Paraguay.
DOE OK'd Conoco LNG exports from Alaska. 40BCF over 2 yrs.
EU lifting sanctions on Belarus. Arms embargo stays.
Bosnia-Herzegovina applied to join EU. Not a sure shot.
Uganda "election". President now in 30 yrs.
Fiji got direct hit from F5 cyclone strengthened by El Nino. Strongest ever to hit Fiji.
Kochs spending millions to kill EV market.
44-ft rise in Folsom Lake in California.
B1 bombers pulled from ISIS fight.
Syria army seizing Aleppo villages, aiming for Raqqa.
Syria reb group says its ready for temporary truce.
China debt seen rising through '19, peaking at 283% of GDP.
Saturday, February 20, 2016
FRIDAY CLOSE .... MARKET FLAT, MIXED
WTI under $30, Brent ~$33. US natgas $1.80.
Sunni tribes attacked ISIS in Fallujah.
US airstrikes on ISIS training camp in Libya.
US new sanctions on N Korea.
(stock #s in %, new highs/lows over last 12 months):
CHGT up 29. CCTC up 21 with heavy volume. LSCG up 21. BLSP up 13. LEOM up 12 with volume. PTOS up 10 with volume. ZNNMF up 9. MXWL, NANX up 6. NANO up 5. WATT up 3 with very heavy volume. HYSR up 2 after new low. FTEK up 1 after new low.
URRE down 14. CLNT down 13. LEDS down 11, new low. NFEC, FCSMF down 9. GEVO down 8. LMRMF, NTCXF, RBCN, SKYS down 7. SPWR down 7 with volume. SCTY down 6. HQCL, SUNE down 5. GLBL down 2, new low.
Sunni tribes attacked ISIS in Fallujah.
US airstrikes on ISIS training camp in Libya.
US new sanctions on N Korea.
(stock #s in %, new highs/lows over last 12 months):
CHGT up 29. CCTC up 21 with heavy volume. LSCG up 21. BLSP up 13. LEOM up 12 with volume. PTOS up 10 with volume. ZNNMF up 9. MXWL, NANX up 6. NANO up 5. WATT up 3 with very heavy volume. HYSR up 2 after new low. FTEK up 1 after new low.
URRE down 14. CLNT down 13. LEDS down 11, new low. NFEC, FCSMF down 9. GEVO down 8. LMRMF, NTCXF, RBCN, SKYS down 7. SPWR down 7 with volume. SCTY down 6. HQCL, SUNE down 5. GLBL down 2, new low.
Friday, February 19, 2016
OCEAN LEVELS IN PHILIPPINES RISING 5X GLOBAL AVG
I guess we should check that out. Ocean levels rising in Philippines.
Warming oceans turning starfish into goo, killing lobsters: scientists.
14M people facing famine from heat, droughts.
Climate change will likely accelerate groundwater depletion in south US: study.
New PAC to spend at least $5M on GOP candidates who support clean energy policy.
Statoil $200M VC fund for clean/renpower/green startups.
Ontario C$100M for 2 new clean/ren power programs.
Global green building market expected to double by '18: study.
Australian majority would support party proposing solar energy on every roof: poll.
US oil production estimated to fall from 9.4Mb/d in '15 to 8.7M in '16, 8.5M in '17.
IEA projects global oil supply to increase another 285Mb/d more than demand this year.
Top incentives for EVs lowered in Georgia (US).
World methane emissions have a recent spike (over years). US appears to be source of most of increase: Harvard study. (Fracking in Bakken, Marcellus, Texas.)
S&P cut Sauds' credit rating 2 levels.
Moody's doubting Abengoa (ABGB) restructuring.
Pipeline attack interrupting Iraq Kurd oil flow to Turkey. Reportedly attack by Kurdistan Workers' Party.
Venezuela devalued its currency.
Oil/gas leases for sale next month in US Central, West Gulf of Mex.
Total deal with Sri Lanka for offshore deepwater exploration.
A comp investing $14.7M for 14.5Mw wind power project in India.
Senvion expansion in India.
Beijing Enterprises to develop 60Mw solar power.
Neo Solar Power seeks partner for new 800Mw solar panel factory.
Dong 252Mw N Sea wind farm turned on for German grid. 6MW turbines.
India utility to replace planned coal power plant with 200Mw of solar.
Haryana India OK'd for 500Mw solar power park.
Chicago residents suing city over possible lead in drinking water contamination.
EPA has new tool to track drinking water sources.
Warming oceans turning starfish into goo, killing lobsters: scientists.
14M people facing famine from heat, droughts.
Climate change will likely accelerate groundwater depletion in south US: study.
New PAC to spend at least $5M on GOP candidates who support clean energy policy.
Statoil $200M VC fund for clean/renpower/green startups.
Ontario C$100M for 2 new clean/ren power programs.
Global green building market expected to double by '18: study.
Australian majority would support party proposing solar energy on every roof: poll.
US oil production estimated to fall from 9.4Mb/d in '15 to 8.7M in '16, 8.5M in '17.
IEA projects global oil supply to increase another 285Mb/d more than demand this year.
Top incentives for EVs lowered in Georgia (US).
World methane emissions have a recent spike (over years). US appears to be source of most of increase: Harvard study. (Fracking in Bakken, Marcellus, Texas.)
S&P cut Sauds' credit rating 2 levels.
Moody's doubting Abengoa (ABGB) restructuring.
Pipeline attack interrupting Iraq Kurd oil flow to Turkey. Reportedly attack by Kurdistan Workers' Party.
Venezuela devalued its currency.
Oil/gas leases for sale next month in US Central, West Gulf of Mex.
Total deal with Sri Lanka for offshore deepwater exploration.
A comp investing $14.7M for 14.5Mw wind power project in India.
Senvion expansion in India.
Beijing Enterprises to develop 60Mw solar power.
Neo Solar Power seeks partner for new 800Mw solar panel factory.
Dong 252Mw N Sea wind farm turned on for German grid. 6MW turbines.
India utility to replace planned coal power plant with 200Mw of solar.
Haryana India OK'd for 500Mw solar power park.
Chicago residents suing city over possible lead in drinking water contamination.
EPA has new tool to track drinking water sources.
FRIDAY OPEN .... DOW DOWN 64, NAZ UP 3, S&P DOWN 7
WTI under $30, Brent ~$33.
(stock #s in %; new highs/lows over last 12 months):
LSCG up 42. CCTC up 17. PTOS up 10 with heavy volume. BLSP up 9 with news. ZNNMF up 9.
URRE down 11. SPWR down 7. SUNE down 4 with downgrade, news. SCTY down 3. GLBL down 2, new low.
(stock #s in %; new highs/lows over last 12 months):
LSCG up 42. CCTC up 17. PTOS up 10 with heavy volume. BLSP up 9 with news. ZNNMF up 9.
URRE down 11. SPWR down 7. SUNE down 4 with downgrade, news. SCTY down 3. GLBL down 2, new low.
Thursday, February 18, 2016
THURSDAY CLOSE .... MARKET DOWN 40/46/9
WTI over $30, Brent over $33. US natgas $1.85.
(stock #s in %; new highs/lows over last 12 months):
AMLM up 63. GRPH up 31. FCSMF up 24 with heavy volume. BSRC up 23. CDTI up 20. LSCG, PALAF, PRHL up 11. WATT up 9 with heavy volume. ITRI up 8, new high with heavy volume after reporting. GPHBF up 4 after hitting new low.
CCGI, XSNX down 15. CABN down 11. SUNE down 9, new low with news. SKYS down 9. FTEK, GLBL down 6, new lows. OOIL down 2, new low. LEDS down 1, new low.
(stock #s in %; new highs/lows over last 12 months):
AMLM up 63. GRPH up 31. FCSMF up 24 with heavy volume. BSRC up 23. CDTI up 20. LSCG, PALAF, PRHL up 11. WATT up 9 with heavy volume. ITRI up 8, new high with heavy volume after reporting. GPHBF up 4 after hitting new low.
CCGI, XSNX down 15. CABN down 11. SUNE down 9, new low with news. SKYS down 9. FTEK, GLBL down 6, new lows. OOIL down 2, new low. LEDS down 1, new low.
JAPAN SOLAR INSTALLS TO HIT UP TO 14.3GW THIS YEAR: BLOOMBERG.
Japan solar installs 12.3Gw in '15. Bloomberg expects fall off after this year to 9.8-12.4Gw in '17.
Australia energy storage market under 500 systems installed by end of last year, already over 5K systems installed in '16: IHS. Estimating over 30K Aussie homes to have solar + energy storage by '18.
UK installed ~3.5Gw solar in '15.
SSE got over 3Gw of agreements in latest UK auction.
MISO grid in US moving ahead with modeling for Clean Power Plan.
Amazon Web Services to invest up to $200M in 100Mw Ohio wind power project. Online in May of '17.
Canadian Solar (CSIQ) raised '15 guidance. Also got 3-yr $300M credit facility.
Recurrent Energy got $300M of new credit.
Apple (AAPL) to issue largest-ever green bond.
Solar City (SCTY) to use Tesla (TSLA) powerwalls for Hawaii project.
Hawaii El cancelled 3 Sun Edison (SUNE) solar projects. Sun Ed plans to close Texas panel factory, sell Malaysia factory, cut jobs.
Panasonic suspending ops for ~1/2 of '16 at solar PV cell factory citing "slowing demand".
IKEA no longer selling solar panels in UK.
Venezuela raising gasoline prices 6,200%. 1st raise since '96.
Bakken wellhead price now ~$16/bl.
Sinopec closing down 4 oil fields because of oil prices.
More oil discovered offshore Brazil. Petrobras, Shell, Total, CNOOC, CNPC in consortium.
EIA projects record high oil production in US Gulf of Mexico in '17 of 1.79Mb/d from 1.63M this year.
Production to resume at giant oil field in Kazakhstan by yearend.
Over 100 climate scientists being fired in Australia.
Flint Michigan water rates near double national avg.
Salmon hatcheries quickly change fish DNA: study.
Australia energy storage market under 500 systems installed by end of last year, already over 5K systems installed in '16: IHS. Estimating over 30K Aussie homes to have solar + energy storage by '18.
UK installed ~3.5Gw solar in '15.
SSE got over 3Gw of agreements in latest UK auction.
MISO grid in US moving ahead with modeling for Clean Power Plan.
Amazon Web Services to invest up to $200M in 100Mw Ohio wind power project. Online in May of '17.
Canadian Solar (CSIQ) raised '15 guidance. Also got 3-yr $300M credit facility.
Recurrent Energy got $300M of new credit.
Apple (AAPL) to issue largest-ever green bond.
Solar City (SCTY) to use Tesla (TSLA) powerwalls for Hawaii project.
Hawaii El cancelled 3 Sun Edison (SUNE) solar projects. Sun Ed plans to close Texas panel factory, sell Malaysia factory, cut jobs.
Panasonic suspending ops for ~1/2 of '16 at solar PV cell factory citing "slowing demand".
IKEA no longer selling solar panels in UK.
Venezuela raising gasoline prices 6,200%. 1st raise since '96.
Bakken wellhead price now ~$16/bl.
Sinopec closing down 4 oil fields because of oil prices.
More oil discovered offshore Brazil. Petrobras, Shell, Total, CNOOC, CNPC in consortium.
EIA projects record high oil production in US Gulf of Mexico in '17 of 1.79Mb/d from 1.63M this year.
Production to resume at giant oil field in Kazakhstan by yearend.
Over 100 climate scientists being fired in Australia.
Flint Michigan water rates near double national avg.
Salmon hatcheries quickly change fish DNA: study.
THURSDAY OPEN .... MARKET FLAT, MIXED
WTI over $31, Brent over $35.
OECD cut global growth forecast to 3% for '16, down .3% from November forecast.
(stock #s in %; new highs, lows over last 12 months):
CDTI up 11. ITRI up 8, new high after report. AMTX up 8.
PSPW down 25. SUNE down 14, new low with news. ABGB down 12. NANX down 11. LEDS down 9, new low. CHGT down 9. NFEC down 8. GPHBF down 7, new low. SPWR down 2 after reporting.
OECD cut global growth forecast to 3% for '16, down .3% from November forecast.
(stock #s in %; new highs, lows over last 12 months):
CDTI up 11. ITRI up 8, new high after report. AMTX up 8.
PSPW down 25. SUNE down 14, new low with news. ABGB down 12. NANX down 11. LEDS down 9, new low. CHGT down 9. NFEC down 8. GPHBF down 7, new low. SPWR down 2 after reporting.
Wednesday, February 17, 2016
WEDNESDAY CLOSE .... MARKET UP 257/98/31
WTI over $30, Brent over $34. US natgas $1.95.
Iran may freeze oil production along with 1st 4. (But, how likely is that?)
Iraq radioactive material stolen.
Ankara attack on military bus.
Russia killed more Syrian civilians than ISIS or Assad in January: report.
US F22s deployed in S Korea.
S&P cut Brazil rating to junk.
(stock #s in %; new highs/lows over last 12 months):
LINE up 86 with volume. MKTY up 17. LYSDY up 16. WATT up 13 with heavy volume. SCTY up 13 with heavy volume, news. SSNI up 13. ENOC up 12. AMRC up 11. RNWEF, CCTC up 10. NANX up 10 with heavy volume. CERE up 9. TSLA up 8 with news. BBLU up 6 after new low. SPWR up 2 before reporting after close.
PTOS down 39. LSCG down 37 on 150 shares. GRPH down 26. CDTI down 21 with volume. MXWL down 16 with heavy volume after reporting. PRHL down 13. ENZR down 11. BSRC down 10. OOIL down 7, new low.
Iran may freeze oil production along with 1st 4. (But, how likely is that?)
Iraq radioactive material stolen.
Ankara attack on military bus.
Russia killed more Syrian civilians than ISIS or Assad in January: report.
US F22s deployed in S Korea.
S&P cut Brazil rating to junk.
(stock #s in %; new highs/lows over last 12 months):
LINE up 86 with volume. MKTY up 17. LYSDY up 16. WATT up 13 with heavy volume. SCTY up 13 with heavy volume, news. SSNI up 13. ENOC up 12. AMRC up 11. RNWEF, CCTC up 10. NANX up 10 with heavy volume. CERE up 9. TSLA up 8 with news. BBLU up 6 after new low. SPWR up 2 before reporting after close.
PTOS down 39. LSCG down 37 on 150 shares. GRPH down 26. CDTI down 21 with volume. MXWL down 16 with heavy volume after reporting. PRHL down 13. ENZR down 11. BSRC down 10. OOIL down 7, new low.
JANUARY WAS HOTTEST JANUARY GLOBALLY ON RECORD
Antarctic melting could raise oceans 15 feet: study.
Algae toxins found in 1/3 of US southeast streams.
Better water management could halve global food shortage.
Palau trying to protect their waters from illegal fishing.
17 US states signed clean energy pact.
Michigan stopped work on complying with EPA Clean Power Plan.
Parts of 8 US states failing to meet SO2 emission standards: EPA.
Ohio EPA chief calling for revamp of Fed rules for lead in water.
Heating, cooling uses 50% of EU's energy output (75% from fossil fuels).
Oil production freeze from 4 countries to only go forward if others join. Iran says it may.
Woodside hit on another new natgas well in Myanmar.
Iraq Kurds accepting Baghdad deal to halt their oil exports if Baghdad pays Kurd public employee salaries. $747M/month for 400K employees including Peshmerga.
Columbia oil pipe blown up by ELN (not FARC). Up to 85Kb/d loss.
Nigeria troops sent to protect Niger delta oil assets.
Petrobras selling off all its el power production assets. Trying to raise $57B to pay debt.
Abengoa (ABGB) seeks $1.85B for plan to stay out of bankruptcy.
Statoil to invest $200M by '22 for clean/renewable power, power storage.
India installed solar power to reach 9Gw by March.
UK offshore wind can grow $8.4B more.
300Mw Cummins combined heat-power natgas power plant project in Nigeria.
Peru held its 4th clean/renewables power auction. 13 projects awarded.
Suzlon LOI to build 71Mw wind power (presuming in India).
Apple (AAPL) $1.5B green bond issue.
New Tesla (TSLA) EV superchargers opened up in Nevada, California.
WHO $56M plan to fight Zika.
Libyan Mig downed during airstrike against al-Qaeda-linked militants near Benghazi. ISIS claimed responsibility.
Algae toxins found in 1/3 of US southeast streams.
Better water management could halve global food shortage.
Palau trying to protect their waters from illegal fishing.
17 US states signed clean energy pact.
Michigan stopped work on complying with EPA Clean Power Plan.
Parts of 8 US states failing to meet SO2 emission standards: EPA.
Ohio EPA chief calling for revamp of Fed rules for lead in water.
Heating, cooling uses 50% of EU's energy output (75% from fossil fuels).
Oil production freeze from 4 countries to only go forward if others join. Iran says it may.
Woodside hit on another new natgas well in Myanmar.
Iraq Kurds accepting Baghdad deal to halt their oil exports if Baghdad pays Kurd public employee salaries. $747M/month for 400K employees including Peshmerga.
Columbia oil pipe blown up by ELN (not FARC). Up to 85Kb/d loss.
Nigeria troops sent to protect Niger delta oil assets.
Petrobras selling off all its el power production assets. Trying to raise $57B to pay debt.
Abengoa (ABGB) seeks $1.85B for plan to stay out of bankruptcy.
Statoil to invest $200M by '22 for clean/renewable power, power storage.
India installed solar power to reach 9Gw by March.
UK offshore wind can grow $8.4B more.
300Mw Cummins combined heat-power natgas power plant project in Nigeria.
Peru held its 4th clean/renewables power auction. 13 projects awarded.
Suzlon LOI to build 71Mw wind power (presuming in India).
Apple (AAPL) $1.5B green bond issue.
New Tesla (TSLA) EV superchargers opened up in Nevada, California.
WHO $56M plan to fight Zika.
Libyan Mig downed during airstrike against al-Qaeda-linked militants near Benghazi. ISIS claimed responsibility.
WEDNESDAY OPEN .... MARKET UP 194/72/20
WTI ~$30, Brent over $33.
US factory output up in Jan. US wholesale prices up on food.
Russia filed suit v. Ukraine over $3B. Ukraine coalition party quit.
(stock #s in %; new highs/lows over last 12 months):
MKTY up 17. CREG, CHGT up 13. FCSMF up 12. AWSL up 10. SUNE, BBLU, ADES up 8. TERP up 7. SSNI up 6 after reporting. SCTY up 6. TSLA up 4.
GRPH down 26 with volume. MXWL down 14 with volume after reporting. PRHL, XSNX down 13. OOIL down 11, new low. NFEC, SENY down 9. LEOM down 8. QTWW down 7. LEDS down 6, new low with volume.
US factory output up in Jan. US wholesale prices up on food.
Russia filed suit v. Ukraine over $3B. Ukraine coalition party quit.
(stock #s in %; new highs/lows over last 12 months):
MKTY up 17. CREG, CHGT up 13. FCSMF up 12. AWSL up 10. SUNE, BBLU, ADES up 8. TERP up 7. SSNI up 6 after reporting. SCTY up 6. TSLA up 4.
GRPH down 26 with volume. MXWL down 14 with volume after reporting. PRHL, XSNX down 13. OOIL down 11, new low. NFEC, SENY down 9. LEOM down 8. QTWW down 7. LEDS down 6, new low with volume.
Tuesday, February 16, 2016
TUESDAY CLOSE .... MARKET UP 222/98/30
WTI ~$29, Brent under $33. US natgas $1.92.
17 US governors agreed on clean energy, clean transportation plan.
(stock #s in %; new highs/lows over last 12 months):
QTMM up 27 with heavy volume. ABGB up 26. GEVO up 18. CSIQ up 17 with volume after report. CBAK up 17 with volume. SUNE up 14. KNDI up 13. BYDDF, CLNT, HQCL, WATT up 11. EFOI up 11 with news. PRHL, SPWR, OESX up 10. VSLR up 9. BBLU up 5 off new low.
MGLT down 38 with very heavy volume. PSON down 19. CHGT down 17. RNWEF down 16 with very heavy volume. CCTC down 16 with heavy volume. LEOM down 15. AMRC down 9, new low with volume.
17 US governors agreed on clean energy, clean transportation plan.
(stock #s in %; new highs/lows over last 12 months):
QTMM up 27 with heavy volume. ABGB up 26. GEVO up 18. CSIQ up 17 with volume after report. CBAK up 17 with volume. SUNE up 14. KNDI up 13. BYDDF, CLNT, HQCL, WATT up 11. EFOI up 11 with news. PRHL, SPWR, OESX up 10. VSLR up 9. BBLU up 5 off new low.
MGLT down 38 with very heavy volume. PSON down 19. CHGT down 17. RNWEF down 16 with very heavy volume. CCTC down 16 with heavy volume. LEOM down 15. AMRC down 9, new low with volume.
FIJI 1ST NATION TO RATIFY PARIS CLIMATE AGREEMENT
49M people in peril from southern Africa drought: UN.
Japan launched satellite to curb illegal logging.
Boeing fuel cell energy storage system test with Navy.
California utilities changing time of use rates. Hurts solar customers.
Lego parent, Danish pension fund buying 1/2 of 258Mw Dong wind project offshore UK for $956M. Online next year. 8Mw Vestas turbines.
FUTUREN OK'd to build 48Mw wind farm in France.
Dubai solar developer expects to increase solar installs 500Mw over next 2 years.
German comp buying 17Mw solar in Italy for E65M. (Expensive.)
Dominion, partner to build solar plant on 250 acres in Virginia.
SSE OK'd to build 56Mw wind farm extension in Scotland.
Nova Solar MOU to build 125Mw solar in Nigeria.
Canadian Solar (CSIQ) halted $100M equity offer due to "market conditions".
Leketa Power signed on for 250Mw wind project in Egypt.
Texas offshore drilling rig operator filed for bankruptcy.
Proposed efficiency standards for aviation emissions lower than industry to achieve in next 10 years.
TVA pulled plug on nuke power plant plans.
Moody's downgraded 8 oil/gas producers.
Statoil, BP natgas production coming online in Algeria. 9BCM/yr.
Statoil teaming with Tullow for offshore Uruguay oil/gas development.
BP deal with Oman to expand natgas development.
1st Iran oil exports in years leaving for Europe.
Japan launched satellite to curb illegal logging.
Boeing fuel cell energy storage system test with Navy.
California utilities changing time of use rates. Hurts solar customers.
Lego parent, Danish pension fund buying 1/2 of 258Mw Dong wind project offshore UK for $956M. Online next year. 8Mw Vestas turbines.
FUTUREN OK'd to build 48Mw wind farm in France.
Dubai solar developer expects to increase solar installs 500Mw over next 2 years.
German comp buying 17Mw solar in Italy for E65M. (Expensive.)
Dominion, partner to build solar plant on 250 acres in Virginia.
SSE OK'd to build 56Mw wind farm extension in Scotland.
Nova Solar MOU to build 125Mw solar in Nigeria.
Canadian Solar (CSIQ) halted $100M equity offer due to "market conditions".
Leketa Power signed on for 250Mw wind project in Egypt.
Texas offshore drilling rig operator filed for bankruptcy.
Proposed efficiency standards for aviation emissions lower than industry to achieve in next 10 years.
TVA pulled plug on nuke power plant plans.
Moody's downgraded 8 oil/gas producers.
Statoil, BP natgas production coming online in Algeria. 9BCM/yr.
Statoil teaming with Tullow for offshore Uruguay oil/gas development.
BP deal with Oman to expand natgas development.
1st Iran oil exports in years leaving for Europe.
TUESDAY OPEN .... MARKET UP 97/62/13
WTI over $29, Brent over $33.
Sauds, Russia, Qatar, Venezuela agreed to freeze oil production: report.
(stock #s in %; new highs/lows over last 12 months):
ABGB up 20. CSIQ up 13 after report. AWSL up 13. GEVO, VSLR up 12. CCGI up 11. BYDDF up 9. SCTY, SPWR up 7. TSLA up 5.
MGLT down 38. GRPH down 32. CHGT down 21 with heavy volume, news. RNWEF down 16 with extremely heavy volume. QTWW down 13 with volume. RGSE down 13. BBLU down 11, new low. NFEC down 10. LEDS down 5, new low. HYSR, CSUN down 4, new lows. AMRC down 3, new low.
Sauds, Russia, Qatar, Venezuela agreed to freeze oil production: report.
(stock #s in %; new highs/lows over last 12 months):
ABGB up 20. CSIQ up 13 after report. AWSL up 13. GEVO, VSLR up 12. CCGI up 11. BYDDF up 9. SCTY, SPWR up 7. TSLA up 5.
MGLT down 38. GRPH down 32. CHGT down 21 with heavy volume, news. RNWEF down 16 with extremely heavy volume. QTWW down 13 with volume. RGSE down 13. BBLU down 11, new low. NFEC down 10. LEDS down 5, new low. HYSR, CSUN down 4, new lows. AMRC down 3, new low.
Monday, February 15, 2016
AIR POLLUTION KILLS 60M PEOPLE (EQUALING WW 2 DEATHS) EVERY 11 YEARS AROUND WORLD: STUDY.
World on course to see global temps rise to dangerous levels: BP CEO. Wants govts to do more to encourage shift to lower-carbon fuels.
500M folks worldwide experience extreme water scarcity year-round. Up to 4B - including 2B in China, India - experience it at least 1 month/year.
Persistent peril for humans from urban coal, diesel soot in China, indoor smoke in India.
ISIS used mustard gas in Iraq: diplomat.
EU calling on Turkey to halt military action in Syria.
Bundesbank cut German inflation forecasts due to oil prices.
Iran heavy crude going to Europe for $6.40 below Brent avg., beating Arab prices by up to 40 cents/bl. (Iran denies.)
UAE offering India free oil to ease storage problem.
Venezuela inflation expected to hit 720% this year. They also created new military division with permission to take control of oil production assets.
Kuwait plans 150Kb/d increase of oil production this year. 3Mb/d now.
US oil rig count down 28 last week. NG rig count down 2.
US shale oil production to double to over 8Mb/d next 20 yrs: BP outlook.
Enel Green $3.4M investment to build 1.7Mw solar power in Chile. Online in 2H16.
Comp investing $11.1M for 7.3Mw solar project in Chile.
Ostro Energy $177M finance from IFC for 2 wind farms in India. 197Mw total. Total cost ~$246M. Suzlon turbine, etc. deal.
Minnesota to move ahead with clean power plan despite Supreme Court decision.
Minnesota PUC rejected Minnesota Power proposal to cut rates for industry while raising them for residential, other business customers.
2.2Mw solar project in Illinois. Online early July.
Renovate America closed $217M green bond issue.
Alberta C$5.5M for new solar programs.
500M folks worldwide experience extreme water scarcity year-round. Up to 4B - including 2B in China, India - experience it at least 1 month/year.
Persistent peril for humans from urban coal, diesel soot in China, indoor smoke in India.
ISIS used mustard gas in Iraq: diplomat.
EU calling on Turkey to halt military action in Syria.
Bundesbank cut German inflation forecasts due to oil prices.
Iran heavy crude going to Europe for $6.40 below Brent avg., beating Arab prices by up to 40 cents/bl. (Iran denies.)
UAE offering India free oil to ease storage problem.
Venezuela inflation expected to hit 720% this year. They also created new military division with permission to take control of oil production assets.
Kuwait plans 150Kb/d increase of oil production this year. 3Mb/d now.
US oil rig count down 28 last week. NG rig count down 2.
US shale oil production to double to over 8Mb/d next 20 yrs: BP outlook.
Enel Green $3.4M investment to build 1.7Mw solar power in Chile. Online in 2H16.
Comp investing $11.1M for 7.3Mw solar project in Chile.
Ostro Energy $177M finance from IFC for 2 wind farms in India. 197Mw total. Total cost ~$246M. Suzlon turbine, etc. deal.
Minnesota to move ahead with clean power plan despite Supreme Court decision.
Minnesota PUC rejected Minnesota Power proposal to cut rates for industry while raising them for residential, other business customers.
2.2Mw solar project in Illinois. Online early July.
Renovate America closed $217M green bond issue.
Alberta C$5.5M for new solar programs.
NOTES
Saud fighter jets deployed to Turkey. Turkey pledging ground troops to fight ISIS in Syria. Turkey shelled Kurd militia in Syria.
US sending more Patriot missiles to S Korea. US Congress adopted expanded sanctions on N Korea.
India industrial production down in December, retail inflation up.
Eurozone GDP up .3% in 4Q15.
Merrill Lynch cut S&P target to 2,000.
Only Fed can save stocks now: Deutsche Bank.
US oil rig count down 30 last week.
Only fraction of world oil production not profitable @ $35.
OPEC production up 300Kb/d last month: IEA. They can produce ~3Mb/d more.
Oil comps cutting dividends.
Repsol plans shutdown of N Sea field on prices. Was to shut down in '21.
Nevada PUC voted to lower rates paid existing owners of rooftop solar over 12 years.
Harmful algae toxins found in Alaska marine mammals: research.
Michigan officials blocked Flint Legionair's probe: CNN.
US sending more Patriot missiles to S Korea. US Congress adopted expanded sanctions on N Korea.
India industrial production down in December, retail inflation up.
Eurozone GDP up .3% in 4Q15.
Merrill Lynch cut S&P target to 2,000.
Only Fed can save stocks now: Deutsche Bank.
US oil rig count down 30 last week.
Only fraction of world oil production not profitable @ $35.
OPEC production up 300Kb/d last month: IEA. They can produce ~3Mb/d more.
Oil comps cutting dividends.
Repsol plans shutdown of N Sea field on prices. Was to shut down in '21.
Nevada PUC voted to lower rates paid existing owners of rooftop solar over 12 years.
Harmful algae toxins found in Alaska marine mammals: research.
Michigan officials blocked Flint Legionair's probe: CNN.
Saturday, February 13, 2016
FRIDAY CLOSE .... MARKET UP 313/54/35
WTI up over $29, Brent up over $33 on report OPEC will co-op to cut production.
US natgas $1.97.
Bank of America cut S&P 500 est. 9%.
US recession risk 20-25%: Morgan Stanley.
We're in a new cold war: Medvedev. (Who's fault is that?)
ISIS made a 4-yr-old execute prisoners.
(stock #s in %; new highs/lows over last 12 months):
CHGT up 58. AXPW up 39. GRPH up 26. LSCG up 25 (big intraday swing). PSON up 25. ENZR up 16. CLNT up 11. AMLM up 11 with heavy volume. SEDG up 10. RGSE up 9. CLNE, ENOC, WPRT up 8. SCTY, SPWR up 4.
ASPW down 51, new low with heavy volume. SUNE down 30, new low with heavy volume, news. LEXG down 21. MKTY down 19. VSPC down 18 with volume. QTMM down 17, new low with volume. ACFN down 17. AWSL down 16 with volume. LYSDY down 15. VSLR down 13, new low. CCTC down 11 with volume. ZAAP down 10 with volume. ASTI down 9. BBLU down 5, new low. HYSR, OOIL down 4, new lows. OESX down 3, new low. ABGB, BWEN, AOMFF down 1, new lows.
US natgas $1.97.
Bank of America cut S&P 500 est. 9%.
US recession risk 20-25%: Morgan Stanley.
We're in a new cold war: Medvedev. (Who's fault is that?)
ISIS made a 4-yr-old execute prisoners.
(stock #s in %; new highs/lows over last 12 months):
CHGT up 58. AXPW up 39. GRPH up 26. LSCG up 25 (big intraday swing). PSON up 25. ENZR up 16. CLNT up 11. AMLM up 11 with heavy volume. SEDG up 10. RGSE up 9. CLNE, ENOC, WPRT up 8. SCTY, SPWR up 4.
ASPW down 51, new low with heavy volume. SUNE down 30, new low with heavy volume, news. LEXG down 21. MKTY down 19. VSPC down 18 with volume. QTMM down 17, new low with volume. ACFN down 17. AWSL down 16 with volume. LYSDY down 15. VSLR down 13, new low. CCTC down 11 with volume. ZAAP down 10 with volume. ASTI down 9. BBLU down 5, new low. HYSR, OOIL down 4, new lows. OESX down 3, new low. ABGB, BWEN, AOMFF down 1, new lows.
Friday, February 12, 2016
MAJOR DROUGHTS GLOBALLY WERE DOUBLE THE NORM IN '15
US science teachers spend miniscule amount of time on climate science.
At least 5 US states forging ahead with Clean Power Plan requirements despite Supreme Court decision. California, Colorado, Washington, Virginia, New York.
Increase in water stored on land slowed sea level rise 20%: study.
Phytoplankton rapidly disappearing from west Indian Ocean. Down 30% in last 16 years due to warmer surface waters.
US econ grew 10% since '07, but primary energy consumption fell 2.4%: Bloomberg.
US, Canada, Mexico to sign clean energy agreement.
MTA issued $500M green bond.
EC extended anti-dumping measures on Chinese PV solar to Taiwan, Malaysia.
London MTA inaugural bond for low-carbon transportation.
L.A. natgas well leak stopped.
Bet on biofuels, not Russian natgas: former NATO chief to EU.
Home energy consumption rises 20% when people work from home.
Global trade in bees driving pandemic threatening hives, wild bees.
Ecuador oil rig count down to 1.
Comp investing $725M in 790Mw combined-cycle natgas power plant in Mexico. Online in '18.
API suing EPA over RFS.
Blade flew off wind turbine in NY.
Einstein was right: gravity ripples across universe in waves.
At least 5 US states forging ahead with Clean Power Plan requirements despite Supreme Court decision. California, Colorado, Washington, Virginia, New York.
Increase in water stored on land slowed sea level rise 20%: study.
Phytoplankton rapidly disappearing from west Indian Ocean. Down 30% in last 16 years due to warmer surface waters.
US econ grew 10% since '07, but primary energy consumption fell 2.4%: Bloomberg.
US, Canada, Mexico to sign clean energy agreement.
MTA issued $500M green bond.
EC extended anti-dumping measures on Chinese PV solar to Taiwan, Malaysia.
London MTA inaugural bond for low-carbon transportation.
L.A. natgas well leak stopped.
Bet on biofuels, not Russian natgas: former NATO chief to EU.
Home energy consumption rises 20% when people work from home.
Global trade in bees driving pandemic threatening hives, wild bees.
Ecuador oil rig count down to 1.
Comp investing $725M in 790Mw combined-cycle natgas power plant in Mexico. Online in '18.
API suing EPA over RFS.
Blade flew off wind turbine in NY.
Einstein was right: gravity ripples across universe in waves.
FRIDAY OPEN .... MARKET UP 172/29/13
WTI over $27, Brent over $31.
Ceasefire deal for Syria.
(stock #s in %, new highs/lows over last 12 months):
CHGT up 28 with volume. CREG, RBCN up 8. SEDG up 7.
LSCG down 25. SUNE down 22, new low (on yesterday's news, I presume). VSPC down 18. LYSDY down 15. LEXG down 13. AWSL down 12. VSLR down 8, new low. BSRC down 8. TSLA down 3.
Ceasefire deal for Syria.
(stock #s in %, new highs/lows over last 12 months):
CHGT up 28 with volume. CREG, RBCN up 8. SEDG up 7.
LSCG down 25. SUNE down 22, new low (on yesterday's news, I presume). VSPC down 18. LYSDY down 15. LEXG down 13. AWSL down 12. VSLR down 8, new low. BSRC down 8. TSLA down 3.
Thursday, February 11, 2016
THURSDAY CLOSE .... MARKET DOWN 254/16/22
WTI under $28, Brent over $31. US natgas $1.99.
Anti-ISIS alliance to step up attacks: US.
Pentagon wants $200M for military ops in Libya, Africa.
N Korea military took over inter-Korean factories.
Russia reasserting its claim of Arctic.
Sweden cut key rate to record low.
(stock #s in %, highs/lows over last 12 months):
ASPW up 107 with very heavy volume. RNWEF up 27 with volume. PRHL up 25 with volume. CHGT up 20 with heavy volume. ADES up 15. SENY up 10. LYSDY up 9. BSRC up 8. TSLA up 4 with heavy volume after reporting.
PSON down 20. CCTC down 16 with volume. CCGI down 15. GPRE, SUNE down 13, new lows. VSLR down 12, new low. ABGB down 10, new low. AMTX down 10. SCTY down 10, new low with very heavy volume. AMSC, CREG, CSIQ down 9. OESX down 9, new low with volume. SPWR down 7. AMRC down 4, new low. OPWR, AOMFF down 3, new lows. YLCO down 2, new low.
Anti-ISIS alliance to step up attacks: US.
Pentagon wants $200M for military ops in Libya, Africa.
N Korea military took over inter-Korean factories.
Russia reasserting its claim of Arctic.
Sweden cut key rate to record low.
(stock #s in %, highs/lows over last 12 months):
ASPW up 107 with very heavy volume. RNWEF up 27 with volume. PRHL up 25 with volume. CHGT up 20 with heavy volume. ADES up 15. SENY up 10. LYSDY up 9. BSRC up 8. TSLA up 4 with heavy volume after reporting.
PSON down 20. CCTC down 16 with volume. CCGI down 15. GPRE, SUNE down 13, new lows. VSLR down 12, new low. ABGB down 10, new low. AMTX down 10. SCTY down 10, new low with very heavy volume. AMSC, CREG, CSIQ down 9. OESX down 9, new low with volume. SPWR down 7. AMRC down 4, new low. OPWR, AOMFF down 3, new lows. YLCO down 2, new low.
WHITE HOUSE SAYS US COULD MEET PARIS COMMITMENTS DESPITE SUPREME COURT DECISION ON CLEAN POWER PLAN
Supreme Court action "doesn't really change anything" for many utilities: expert.
2 Canada projects can export US natgas: DOE.
Solar provided 7.8% - 24.6Gwh - of Italy's elgen in '15.
Dong to buy lease for wind project off New Jersey.
Senegal to add 200Mw solar with IFC program. 100Mw auction this year.
Abengoa (ABGB) wants (needs?) $1B more to stay out of bankruptcy.
China comp plans to invest $1.1B in wood biorefinery in Finland. Online in '19.
Comp investing $28M in 15Mw solar project in Uganda.
Comp investing $18M in 9Mw solar project in Chile.
El Salvador to issue 150Mw wind, solar tender in May.
EIB 250M Pounds to Northern Powergrid toward multi-billion UK grid upgrades.
Nevada residents fight to "bring back solar". Nevada PUC "contortionist act" will kill rooftop solar: Sunrun.
Solar City (SCTY) installed 870Mw in '15, up 73% v. '14. Slow guidance, though, for 1Q16.
Australia solar capacity reached 5Gw: SunWiz.
New rules in Wyoming for NG flaring.
Lukoil selling its gas stations in Baltics, Poland over anti-Russian sentiment.
US oil storage may be nearer its limit than thought: BP.
BP chief called for carbon tax.
New rules in India to keep cars off roads.
2 Canada projects can export US natgas: DOE.
Solar provided 7.8% - 24.6Gwh - of Italy's elgen in '15.
Dong to buy lease for wind project off New Jersey.
Senegal to add 200Mw solar with IFC program. 100Mw auction this year.
Abengoa (ABGB) wants (needs?) $1B more to stay out of bankruptcy.
China comp plans to invest $1.1B in wood biorefinery in Finland. Online in '19.
Comp investing $28M in 15Mw solar project in Uganda.
Comp investing $18M in 9Mw solar project in Chile.
El Salvador to issue 150Mw wind, solar tender in May.
EIB 250M Pounds to Northern Powergrid toward multi-billion UK grid upgrades.
Nevada residents fight to "bring back solar". Nevada PUC "contortionist act" will kill rooftop solar: Sunrun.
Solar City (SCTY) installed 870Mw in '15, up 73% v. '14. Slow guidance, though, for 1Q16.
Australia solar capacity reached 5Gw: SunWiz.
New rules in Wyoming for NG flaring.
Lukoil selling its gas stations in Baltics, Poland over anti-Russian sentiment.
US oil storage may be nearer its limit than thought: BP.
BP chief called for carbon tax.
New rules in India to keep cars off roads.
THURSDAY OPEN .... MARKET DOWN 193/27/18
WTI under $28, Brent under $31.
Recession probability for developed world 25% this year, 34% next 2 years. US probability 18% next 12 months: Goldman Sachs.
(stock #s in %, new lows/highs over last 12 months):
TSLA up 10 with heavy volume after reporting (it's all in the guidance). LYSDY up 9. ACPW, GLBL up 8. CLNT up 7.
PSON down 20. XSNX down 15. CREG down 11. ENZR down 8. SUNE down 6. ABGB, GPRE, OPWR down 4, new lows. OESX down 3, new low. QTMM, YLCO down 2, new lows.
Recession probability for developed world 25% this year, 34% next 2 years. US probability 18% next 12 months: Goldman Sachs.
(stock #s in %, new lows/highs over last 12 months):
TSLA up 10 with heavy volume after reporting (it's all in the guidance). LYSDY up 9. ACPW, GLBL up 8. CLNT up 7.
PSON down 20. XSNX down 15. CREG down 11. ENZR down 8. SUNE down 6. ABGB, GPRE, OPWR down 4, new lows. OESX down 3, new low. QTMM, YLCO down 2, new lows.
Wednesday, February 10, 2016
WEDNESDAY OPEN .... DOW DOWN 99, NAZ UP 14, S/P FLAT
WTI under $28, Brent ~$31. US natgas $2.05.
Christie, Fiorina out. Trump not morally qualified for president: Munger.
N Korea satellite tumbling in orbit. N Korea army chief of staff executed: report. Japan widened sanctions v. N Korea over rocket launch.
(stock #s in %; new highs/lows last 12 months):
LSCG up 45. MGPHF up 22 with volume. CCGI up 21. URRE up 16 with volume off new low. QTWW up 15 with news. AWSL up 12 with heavy volume. XSNX up 11. LYSDY up 10.
OESX down 34, new low with very heavy volume. SCTY down 29, new low with extremely heavy volume. GRPH down 14. ABGB down 13, new low with news. MEEC down 13 with volume. SENY down 12. PRHL down 11 with volume. GLBL down 11, new low. CREG down 11. SUNE down 10. SEDG down 8. RBCN down 7, new low with volume. VSLR down 7 with volume. GPRE down 6, new low. RNWEF down 6, new low with extremely heavy volume. SPWR down 4. PEGI down 3, new low. TSLA down 3 with heavy volume.
Christie, Fiorina out. Trump not morally qualified for president: Munger.
N Korea satellite tumbling in orbit. N Korea army chief of staff executed: report. Japan widened sanctions v. N Korea over rocket launch.
(stock #s in %; new highs/lows last 12 months):
LSCG up 45. MGPHF up 22 with volume. CCGI up 21. URRE up 16 with volume off new low. QTWW up 15 with news. AWSL up 12 with heavy volume. XSNX up 11. LYSDY up 10.
OESX down 34, new low with very heavy volume. SCTY down 29, new low with extremely heavy volume. GRPH down 14. ABGB down 13, new low with news. MEEC down 13 with volume. SENY down 12. PRHL down 11 with volume. GLBL down 11, new low. CREG down 11. SUNE down 10. SEDG down 8. RBCN down 7, new low with volume. VSLR down 7 with volume. GPRE down 6, new low. RNWEF down 6, new low with extremely heavy volume. SPWR down 4. PEGI down 3, new low. TSLA down 3 with heavy volume.
US SUPREME COURT HALTED CLEAN POWER PLAN WITH PARTY VOTE
SCOTUS set new precedent for Fed regs. Stays Clean Power Plan until Fed appeals court review. Those arguments scheduled for June. But, even with finding for CPP, stay would continue until Supreme Court decision. Appeals court rejected stay bid in Jan. EPA Sept deadline for states' plans moot. Could be climate change watershed decision. World may react with similar clean power cutbacks of policy. Great for coal. But may see another challenge after elections with SCOTUS review of appeals court decision. Nothing like having US power industry future turned on a political vote (or, previously, an executive action). (The market may make the Republican Supreme Court law moot.)
Bloomberg urging comps to disclose climate risks. (Maybe Mike IS running.)
Residential solar now at grid parity with coal/NG in 19 states.
TVA completed project to cut SO2 emissions at coal plant.
Climate change linked to fate of empires: study.
US crude inventories at Depression levels, growing: EIA.
New, renewable, drop-in, cellulosic fuel in development by German, Portuguese interests. Competes with $30 oil.
Global clean energy investment record $329B in '15, up 4% v. '14.
$207B in '09, $62B in '04.
Abu Dhabi fund $15M loan for geothermal power project on St Vincent, Grenadines. 15Mw at 3 sites + power lines.
Belgium OK'd E8 starting in '17. E4.5 now. E10 by '20 to comply with EU.
$525M raised toward AES' new 330Mw coal power plant in Philippines.
Tucson utility amping up energy efficiency programs to $23M this year. Includes schools.
Nissum to build innovative 28Mw wind farm offshore Denmark.
Algae biofuel still in play despite oil prices: NREL.
Global solar project pipeline now over 200Gw: IHS.
Calif water district to save $9.5M over 20 yrs with Sun Edison (SUNE) 2.2Mw.
Europe solar market up 15% in '15. Connected 8Gw v. 7Gw in '14. Wind connections 12.8Gw, up 6.3%.
California drought raised power prices $2B.
N Carolina fined Duke Energy $6.6M for '14 coal ash spill.
Michigan governor plans $195M for Flint.
Solar incentives ran out in Massachusetts.
Abengoa (ABGB) asking for 750M euro loan to keep from bankruptcy.
Bloomberg urging comps to disclose climate risks. (Maybe Mike IS running.)
Residential solar now at grid parity with coal/NG in 19 states.
TVA completed project to cut SO2 emissions at coal plant.
Climate change linked to fate of empires: study.
US crude inventories at Depression levels, growing: EIA.
New, renewable, drop-in, cellulosic fuel in development by German, Portuguese interests. Competes with $30 oil.
Global clean energy investment record $329B in '15, up 4% v. '14.
$207B in '09, $62B in '04.
Abu Dhabi fund $15M loan for geothermal power project on St Vincent, Grenadines. 15Mw at 3 sites + power lines.
Belgium OK'd E8 starting in '17. E4.5 now. E10 by '20 to comply with EU.
$525M raised toward AES' new 330Mw coal power plant in Philippines.
Tucson utility amping up energy efficiency programs to $23M this year. Includes schools.
Nissum to build innovative 28Mw wind farm offshore Denmark.
Algae biofuel still in play despite oil prices: NREL.
Global solar project pipeline now over 200Gw: IHS.
Calif water district to save $9.5M over 20 yrs with Sun Edison (SUNE) 2.2Mw.
Europe solar market up 15% in '15. Connected 8Gw v. 7Gw in '14. Wind connections 12.8Gw, up 6.3%.
California drought raised power prices $2B.
N Carolina fined Duke Energy $6.6M for '14 coal ash spill.
Michigan governor plans $195M for Flint.
Solar incentives ran out in Massachusetts.
Abengoa (ABGB) asking for 750M euro loan to keep from bankruptcy.
WEDNESDAY OPEN .... MARKET UP 125/76/22
WTI under $28, Brent under $31.
(stock #s in %, new highs/lows 12 months):
ACFN up 14. QTWW up 11 with volume, news of new order. TSLA up 2.
SCTY down 26, new low with very heavy volume after reporting (beat projections). OESX down 26, new low with heavy volume. MEEC down 21. CREG down 13. SENY down 11. AMTX down 7, new low. ASTI down 7. SEDG down 5. GLBL down 4, new low. SUNE down 4. SPWR down 3. URRE down 2, new low.
(stock #s in %, new highs/lows 12 months):
ACFN up 14. QTWW up 11 with volume, news of new order. TSLA up 2.
SCTY down 26, new low with very heavy volume after reporting (beat projections). OESX down 26, new low with heavy volume. MEEC down 21. CREG down 13. SENY down 11. AMTX down 7, new low. ASTI down 7. SEDG down 5. GLBL down 4, new low. SUNE down 4. SPWR down 3. URRE down 2, new low.
Tuesday, February 9, 2016
TUESDAY CLOSE .... MARKET DOWN 12/15/1
WTI under $29, Brent under $31. US natgas $2.09.
Record $4.1T US budget for '17 submitted. Aims for "climate smart" econ.
Europe banks may face $27B energy comps loan losses: BoA.
(stock #s in %, lows/highs last 12 months):
MGLT up 48 on 100 shares. PSON up 47. SENY up 27. CHGT up 20. SSNI up 14 with volume. ZAAP up 14. VWDRY up 12.
URRE down 23, new low with volume. AWSL down 18 with heavy volume. LEXG down 17. FCSMF down 16. GTATQ down 13 with volume. BBLU down 11. GLBL down 9, new low. EFOI down 9. AMTX down 7, new low. FTEK down 4, new low. AMRC down 2, new low. CLNE, POWR down 1, new lows.
Correction: CCTC did not hit new low as reported this morning.
SCTY reported profit, 60% rev gain after hours.
Record $4.1T US budget for '17 submitted. Aims for "climate smart" econ.
Europe banks may face $27B energy comps loan losses: BoA.
(stock #s in %, lows/highs last 12 months):
MGLT up 48 on 100 shares. PSON up 47. SENY up 27. CHGT up 20. SSNI up 14 with volume. ZAAP up 14. VWDRY up 12.
URRE down 23, new low with volume. AWSL down 18 with heavy volume. LEXG down 17. FCSMF down 16. GTATQ down 13 with volume. BBLU down 11. GLBL down 9, new low. EFOI down 9. AMTX down 7, new low. FTEK down 4, new low. AMRC down 2, new low. CLNE, POWR down 1, new lows.
Correction: CCTC did not hit new low as reported this morning.
SCTY reported profit, 60% rev gain after hours.
GLOBAL PV SOLAR MANUFACTURING EXPANSION ANNOUNCEMENTS REACHED 55GW IN '15. MORE LIKELY 29GW: PV TECH.
PV manufacturing announcements included MOUs, LOIs. 55Gw doubled '14.
ICAO proposing limits on airlines' carbon emissions for aircraft deliveries after '28.
Utah oil sands project put on hold over oil prices.
Solar City (SCTY) to securitize more than 5.6K rooftop solar systems.
Ormat added 29Mw of geothermal power cap to Kenya plant now 139Mw.
Xcel Energy to call for $6B more investment for wind, solar power in Minnesota to comply with Clean Power Plan.
S&P cut Shell rating, may cut it more. Also cut Chevron, Hess, Continental. Also negative outlooks for BP, Eni, Repsol, Statoil, Total, Marathon, Apache and others.
US oil rig count down 31 last week. Natgas count also down.
Exxon cutting '16 capex 25% to $23B.
India Navy's 1st biofuel-powered ship to launch Saturday.
Pacific G&E launched Solar Choice Program. Extends option for 100% solar power to customers not planning to install rooftop solar.
Sun Edison (SUNE) commissioned 146Mw more solar projects in India.
Adani plans $2.2B for new 1.66Gw coal plant in India. December construction start. Power to go to Bangladesh. Adani also plans large-scale solar in Australia.
Comp plans $30M investment of $40M cost for 13.5Mw wind project in Pakistan. ($3M/Mw way too much money. May be corruption.)
Obama raised oil tax proposal 25 cents/barrel to $10.25. (What the heck is that about?)
FIM UK solar fund could reach up to 100M Pounds.
Europe solar connections up in '15 for 1st time in 3 yrs.
DONG Energy to buy up to 1Gw offshore wind lease from RES America.
Australia residential solar market to continue decline: SunWiz.
Georgia Power seeks 525Mw more clean/renewable power.
US admin wants 35% boost for cyber defenses in new budget.
Scientist who helped prove continental drift died at 85.
Flint family suing over toddler's high lead levels.
NJ suing VW over diesel emissions cheat.
NRC OK'd licenses for 2 Texas reactors.
ICAO proposing limits on airlines' carbon emissions for aircraft deliveries after '28.
Utah oil sands project put on hold over oil prices.
Solar City (SCTY) to securitize more than 5.6K rooftop solar systems.
Ormat added 29Mw of geothermal power cap to Kenya plant now 139Mw.
Xcel Energy to call for $6B more investment for wind, solar power in Minnesota to comply with Clean Power Plan.
S&P cut Shell rating, may cut it more. Also cut Chevron, Hess, Continental. Also negative outlooks for BP, Eni, Repsol, Statoil, Total, Marathon, Apache and others.
US oil rig count down 31 last week. Natgas count also down.
Exxon cutting '16 capex 25% to $23B.
India Navy's 1st biofuel-powered ship to launch Saturday.
Pacific G&E launched Solar Choice Program. Extends option for 100% solar power to customers not planning to install rooftop solar.
Sun Edison (SUNE) commissioned 146Mw more solar projects in India.
Adani plans $2.2B for new 1.66Gw coal plant in India. December construction start. Power to go to Bangladesh. Adani also plans large-scale solar in Australia.
Comp plans $30M investment of $40M cost for 13.5Mw wind project in Pakistan. ($3M/Mw way too much money. May be corruption.)
Obama raised oil tax proposal 25 cents/barrel to $10.25. (What the heck is that about?)
FIM UK solar fund could reach up to 100M Pounds.
Europe solar connections up in '15 for 1st time in 3 yrs.
DONG Energy to buy up to 1Gw offshore wind lease from RES America.
Australia residential solar market to continue decline: SunWiz.
Georgia Power seeks 525Mw more clean/renewable power.
US admin wants 35% boost for cyber defenses in new budget.
Scientist who helped prove continental drift died at 85.
Flint family suing over toddler's high lead levels.
NJ suing VW over diesel emissions cheat.
NRC OK'd licenses for 2 Texas reactors.
TUESDAY OPEN .... MARKET FLAT, MIXED
WTI under $30, Brent under $33.
World's negative-yield bonds now over $7T.
Goldman Sachs sees risk of oil falling under $20.
German industrial production down in December.
Europe banks have ample access to liquidity: Blankfein.
(stock #s in %, new highs/lows over last 12 months):
CABN up 27. SSNI up 11 with volume. VWDRY up 11. GCTAF, NFEC up 9, both with news. ENZR up 8. TSLA up 5 after new low, downgrade; reporting tomorrow.
AXPW down 13, new low. EVSI down 13 with volume. RNWEF down 7, new low with heavy volume. HYSR down 3, new low. CCTC, FTEK down 2, new lows.
World's negative-yield bonds now over $7T.
Goldman Sachs sees risk of oil falling under $20.
German industrial production down in December.
Europe banks have ample access to liquidity: Blankfein.
(stock #s in %, new highs/lows over last 12 months):
CABN up 27. SSNI up 11 with volume. VWDRY up 11. GCTAF, NFEC up 9, both with news. ENZR up 8. TSLA up 5 after new low, downgrade; reporting tomorrow.
AXPW down 13, new low. EVSI down 13 with volume. RNWEF down 7, new low with heavy volume. HYSR down 3, new low. CCTC, FTEK down 2, new lows.
Monday, February 8, 2016
MONDAY CLOSE .... MARKET DOWN 178/79/26. LATE COMEBACK.
WTI ~$30, Brent ~$33, US natgas $2.13.
US Fed may lack legal authority for negative rates.
Obama wants to double budget for Wall St. regulators.
Obama wants $1.8B to fight Zika.
(stock #s in %. new highs or lows over last 12 months.):
LMRMF up 28. NTCXF up 28 with volume. ASTI up 17 with volume, news. LEOM up 12. LEXG, FCSMF up 11.
LSCG down 44, new low with very heavy volume. LYSDY down 33 with heavy volume. RNWEF down 22, new low with heavy volume. CCGI, MGLT down 19. SRWRF down 18. XSNX down 18, new low with heavy volume. URRE down 16, new low with volume. ADES down 15, new low. RBCN down 14, new low with volume. ZAAP down 13. ZNNMF down 12. VWDRY down 11 with heavy volume. GEVO down 11. ENZR down 10. AWSL down 10 with volume. AXPW down 10, new low. TERP, WATT down 9. TSLA down 9, new low with heavy volume. AIXG down 9, new low. SUNE, OLED down 8. AOMFF down 8, new low. AMTX, FTEK down 7, new lows. OPWR down 6, new low. SCTY, SPWR down 5. AMRC down 1, new low.
US Fed may lack legal authority for negative rates.
Obama wants to double budget for Wall St. regulators.
Obama wants $1.8B to fight Zika.
(stock #s in %. new highs or lows over last 12 months.):
LMRMF up 28. NTCXF up 28 with volume. ASTI up 17 with volume, news. LEOM up 12. LEXG, FCSMF up 11.
LSCG down 44, new low with very heavy volume. LYSDY down 33 with heavy volume. RNWEF down 22, new low with heavy volume. CCGI, MGLT down 19. SRWRF down 18. XSNX down 18, new low with heavy volume. URRE down 16, new low with volume. ADES down 15, new low. RBCN down 14, new low with volume. ZAAP down 13. ZNNMF down 12. VWDRY down 11 with heavy volume. GEVO down 11. ENZR down 10. AWSL down 10 with volume. AXPW down 10, new low. TERP, WATT down 9. TSLA down 9, new low with heavy volume. AIXG down 9, new low. SUNE, OLED down 8. AOMFF down 8, new low. AMTX, FTEK down 7, new lows. OPWR down 6, new low. SCTY, SPWR down 5. AMRC down 1, new low.
OBAMA ADMIN WANTS TO DOUBLE FED R&D FOR CLEAN ENERGY RESEARCH TO $13B NEXT 5 YRS
Radioactive groundwater found at NY nuke plant.
EPA flagged chems in Colorado tapwater.
Officials to dye Potomac R. to find oil leak source.
Super Bowl 50 greenest ever.
India plans $1.25B clean/renewable power fund.
UK Green Investment Bank, Black Rock buying GLID Wind Farms for $615M. 61% stake in 194Mw offshore, all of 26Mw onshore.
$72M finance for 55Mw wind project in Italy.
New energy storage option from German batt comp for rooftop solar in Hawaii.
20Mw solar project in China online next month. $1.38M/Mw cost to build.
MOU for 100Mw solar project in Nigeria with China comp.
China bailing out Yingli with $300M.
China LNG demand down 1.1% in '15 to 2.6BCF/d.
Defending Gazprom market share to cost est. $25B.
Tata JV $134M finance for 202Mw 1st phase of natgas power plant in India.
US ethanol exports 836M gal in '15.
Gemel in Iraq Kurdistan production costs ~$1/bl. (Gemel led by Tony "I just want my life back" Hayward.)
Sauds lowered oil prices again for Europe, Asia.
Iran demanding euros for oil, not dollars. Tankers left for Europe last week.
US rig count down 48 last week.
US natgas production costs ~$6. Market ~$2.
Western nations pledging $11B over next 5 yrs for Syria refugees. Refugees already ~20% of Jordan population.
Mosul dam had to open its gates to reduce pressure on dam, thereby supplying el to ISIS-occupied Mosul. Italy comp managing dam that may break at any time.
Tunisia building wall to keep Libyan terrorists out.
EPA flagged chems in Colorado tapwater.
Officials to dye Potomac R. to find oil leak source.
Super Bowl 50 greenest ever.
India plans $1.25B clean/renewable power fund.
UK Green Investment Bank, Black Rock buying GLID Wind Farms for $615M. 61% stake in 194Mw offshore, all of 26Mw onshore.
$72M finance for 55Mw wind project in Italy.
New energy storage option from German batt comp for rooftop solar in Hawaii.
20Mw solar project in China online next month. $1.38M/Mw cost to build.
MOU for 100Mw solar project in Nigeria with China comp.
China bailing out Yingli with $300M.
China LNG demand down 1.1% in '15 to 2.6BCF/d.
Defending Gazprom market share to cost est. $25B.
Tata JV $134M finance for 202Mw 1st phase of natgas power plant in India.
US ethanol exports 836M gal in '15.
Gemel in Iraq Kurdistan production costs ~$1/bl. (Gemel led by Tony "I just want my life back" Hayward.)
Sauds lowered oil prices again for Europe, Asia.
Iran demanding euros for oil, not dollars. Tankers left for Europe last week.
US rig count down 48 last week.
US natgas production costs ~$6. Market ~$2.
Western nations pledging $11B over next 5 yrs for Syria refugees. Refugees already ~20% of Jordan population.
Mosul dam had to open its gates to reduce pressure on dam, thereby supplying el to ISIS-occupied Mosul. Italy comp managing dam that may break at any time.
Tunisia building wall to keep Libyan terrorists out.
Subscribe to:
Posts (Atom)