Thursday, March 31, 2016

THURSDAY CLOSE .... MARKET DOWN 31/--/4


WTI over $38, Brent over $39. US natgas $1.97.

(stock #s in %; new highs/lows over last 12 months):

SKYS up 83 with extreme volume after reporting. EVSI up 15 with very heavy volume. ZAAP up 14 with very heavy volume. SZYM up 11. XSNX up 10. AMTX up 9 with heavy volume. GLBL up 9 with very heavy volume. LYTS up 6. SCTY up 5. ERII up 3, new high. POWR flat, new high.

QTWW down 50, new low with extreme volume. CSUNY down 24, new low. BBLUQ down 20. PSPW down 16. LIME down 13 with heavy volume. CERE down 11. BSRC down 10. ABGB down 9. AETI down 8, new low. SUNE down 7. HYSR down 6, new low.

NEW ANTARCTICA ICE LOSS MODEL DOUBLES SEA LEVEL RISE ESTIMATE


EL Nino threatening food availability in Philippines.

41 energy comps to voluntarily reduce methane emissions from natgas ops.

20 US states tackling corp climate fraud.

Near $1T to be spent worldwide on new coal power plants: analysis.

Carbon capture coal plant project in Canada suffering setbacks.

Russia may increase quotas for new solar power plants '16-'19.

Virginia, BOEM moving forward with offshore wind research plan.

TVA moving toward modular nuke power development.

IFC raised $700M from new green bond.

BRIC's new development bank making clean/renewable power project finance a "priority".

Lightweight materials for vehicles a net GHG emissions reduction.

UK clean/ren powergen record 24.7% in '15, up 5.6% v. '14. El bills falling.

India's plan for 12 new nuke reactors economically unviable: report.

US, China plan to quickly sign Paris climate deal.

US to accept 1,500 lbs enriched uranium from UK.

Sunpower (SPWR) plans to triple production capacity to 4Gw/yr by '19 from '15 level.

2.6Mw solar project start in Japan. Online by Dec.

Enel Green to build 3 solar plants in Mexico. Near 1Gw total. $1B investment.

Enviro Energy to finance $1.5B of Hareon's solar projects.

Redflow intro'd 10Kwh batt power storage system in Australia. $17.5-19.5K. Discharges 100% of power daily, longer life. zcell.com

Everglades restoration costs could double to $16B.

Mosquitos with zika may reach more of US than thought: CDC.

Shell looking to sell Brent field, other N Sea assets.

Oil production up on US Fed lands 10th year in row: report.

THURSDAY OPEN .... MARKET UP 3/8/--


WTI over $38, Brent over $39.

Standard & Poors cut China rating to negative.

(stock #s in %; new highs/lows over last 12 months):

SKYS up 40 with extreme volume after reporting. GLBL up 11 with news. URRE up 9. SZYM up 7. NFEC up 6.

CSUNY down 24, new low. QTWW down 23 with very heavy volume. LIME down 16. BBLUQ down 12. CCGI, CCTC, BLSP down 10. GEVO down 9, new low with volume. ABGB down 8. SUNE down 5.

Wednesday, March 30, 2016

WEDNESDAY CLOSE .... MARKET UP 83/22/9


WTI over $38, Brent over $39. US natgas $1.90

(stock #s in %; new highs/lows over last 12 months):

ALTI up 61, up 50x from bottom. CCTC up 17. MKTY up 17 after reporting. CCGI up 14 with volume. CERE up 11. NGLPF up 10. ENZR up 8. GLBL up 7 with heavy volume. ENPH up 7. NTCXF up 7 with volume. HQCL up 6 with volume. HYSR up 5 off new low.

QTWW down 38 with extreme volume. SKYS down 35, new low with extreme volume. NFEC down 31 with very heavy volume after reporting. AXPW down 18, new low with heavy volume. PSPW down 16, still up 15x from bottom. XSNX down 11. SZYM down 10 with very heavy volume. ABGB down 8 after bankruptcy filing. OOIL down 8, new low. WATT down 7 with volume. GEVO down 7, new low with heavy volume after reporting.

CHINA ORDERING POWER COMPS TO ACCEPT CLEAN POWER, TACKLE GRID CONSTRAINTS


Historic drought in southern Africa getting worse.

Worst coral bleaching event on record on Great Barrier Reef. From warmer ocean.

Clean energy employs 2.5M folks in US.

US wind power helped US avoid $7.3B of health costs in '15 by displacing GHGs.

Oregon city switching 1/3 of its fleet to 100% biodiesel from fossil diesel despite 12 cents/gal more expensive.

Botswana to be power self-sufficient by '19.

Iran, Pakistan to sign MOU for 3Gw power line.

Singapore wants to be world's 1st "smart" city.

ADB teaming with Japan to invest $1.5B in Indian clean/ren power.

Comps MOU for NE Asia power grid.

Japan OK'd frozen wall of soil to prevent water from entering Fukushima nuke plant.

FTC suing VW over "dieselgate".

41 comps joined EPA effort to slash methane emissions.

USAF opened clean/ren power office.

Quakes from fracking on rise in Canada.

Abengoa (ABGB) filed Chap 15 bankruptcy in US.

~3Mb/d oil will come from new projects this year globally. 3.3M will be lost from established fields. Decline will be 1.2M bls next year.

US probably will consume record gasoline this year, beating '07.

Estimated 3 of 4 jobs in world dependent on water: UN.

WEDNESDAY OPEN .... MARKET UP 132/47/14


WTI over $39, Brent over $40.

200K new private sector jobs in March: ADP.

(stock #s in %; new highs/lows over last 12 months):

LYSDY up 23. CCGI up 16 after reporting. AETI up 14 after reporting. SUNE up 9. RGSE up 7. EVSI up 6. GCTAF up 2, new high. AEIS up 1, new high. SKYS up 1 after new low with volume, reporting after today's close.

NFEC down 25 with heavy volume after reporting. LMRMF down 23. QTWW down 23 with heavy volume. XSNX down 8. WATT down 5. HYSR down 1, new low.

Tuesday, March 29, 2016

TUESDAY CLOSE .... MARKET UP 97/79/18


WTI under $39, Brent under $40. US natgas $1.90.

Mandatory union fees OK'd by US Supreme Court 4-4.

Yellin spoke.

(stock #s in %; new highs/lows over last 12 months):

QTWW up 174 off new low with extreme volume. PSPW up 20. ABGB up 15 with really good volume after bankruptcy question possibly answered. WATT up 13, new high with great volume on news. XSNX up 12. SENY up 11. PRHL up 10. NANO, NTCXF up 8 with volume. BWEN up 6. AEIS up 4, new high with volume.

SUNE down 54 with extreme volume on bankruptcy news. GEVO down 39, new low with extreme volume. PTOS down 20. GLBL down 18, new low with extreme volume. MKTY down 16. VSPC down 14 with very heavy volume. SRWRF down 14. SKYS down 13, new low with heavy volume. CCGI down 13 with volume. BSRC down 8. ENZR down 8 with volume. VSLR down 5, new low with heavy volume. RVLT down 2, new low.

ARCTIC PEAK WINTER SEA ICE NEAR RECORD LOW: NASA. 5K SQ. MI. DROP.


Pacific ocean temp patterns predicting US heat waves up to 50 days ahead.

Majority of world fisheries could recover within a decade with best management practices: research.

Campbell Soup to eliminate BPA from cans next year. (Hopefully, canned foods get healthier.)

Pennsylvania governor vetoed bill against EPA Clean Power Plan. Cited GOP "intrusion".

W Virginia AG taking on EPA's CPP.

Vermont proposing net-metering rules for small solar.

India wants transition to EVs.

Nuke fusion looking for funds.

US Homeland Security wants to bundle "stove-piped" cyber, physical defenses for grids.

"Chilled work environment" at TVA's Watts Bar: NRC.

Funding for commercial biomass heat systems in New Hampshire.

OPEC oil supply expected to grow ~300Kb/d this year. World demand expected to grow 1Mb/d this year.

Iraq exported 1st ever natgas shipment (in condensates).

Libya oil production down 10Kb/d last month to 360K.

UAE Mirage reported shot down by Russian SA-7 while attacking alQaeda position in S Lebanon.

Yemen fighting to stop April 10. Peace talks start April 18 in Kuwait.

China industrial profits up 4.5% so far this year v. last year through Feb.

China oil imports should increase up to 600Kb/d this year for strategic reserve, refining exports. Feb crude imports over 8Mb/d record.

Oil majors replaced only 75% of production in '15.

USAID, ADB MOU to facilitate $848M for India solar power development.

Calcium-metal liquid batt demo'd at MIT.

TUESDAY OPEN .... MARKET FLAT/MIXED


WTI ~$38, Brent ~$39.

(stock #s in %; new highs/lows over last 12 months):

QTWW up 31 with heavy volume after new low. LYSDY up 20. WATT up 14, new high with heavy volume, news. CABN up 14. XSNX up 12. SENY up 11. ABGB up 10 with volume. CREG up 9 after reporting. EVSI up 9. AETI up 7. NTCXF up 4 with news of new solar cell. AEIS up 3, new high.

SUNE down 43, new low with heavy volume on bankruptcy risk. GEVO down 40, new low with very heavy volume with new offering pricing news, reporting after close. PSPW down 24. GLBL down 21, new low with heavy volume. SRWRF down 14. SKYS down 12, new low. OOIL, VSLR down 9, new lows. AMRS down 8. CSUNY down 7, new low. TERP down 7.

Monday, March 28, 2016

MONDAY CLOSE .... MARKET FLAT/MIXED


WTI under $40, Brent over $40.

(stock #s in %; new highs/lows over last 12 months):

CABN up 37 with very heavy volume. PTOS up 25. RGSE up 17 with heavy volume. AWSL up 9. PSPW up 7, up 15x on year. ABGB up 7 with news. ADES up 7. BSRC, BWEN up 6.

QTWW down 36 with extremely heavy volume, new low, probably the end. PRHL, SENY down 16, both with heavy volume. FCSMF down 11. HQCL down 10 after reporting. OOIL down 9, new low with volume. SKYS down 9. ASTI down 7. CBAK down 6 with volume. HYSR down 4, new low. RVLT down 4, new low with very heavy volume. WNDW down 4. VSLR down 1, new low.

$2.5B WIND POWER TRANSMISSION PROJECT FROM TEXAS/OKLAHOMA PANHANDLE TO W. TENNESSEE OK'D BY DOE


BRICS Development Bank plans to issue up to $384M of green bonds.

'16 solar securitization deals already passed '15 total. $235M. Solar City (SCTY) almost all of '16 total.

China plans to triple solar PV capacity to 143Gw by '20.

SANY (China) plans $7.7B distributed solar power investment.

Israel high court struck down offshore natgas development deal with Noble, partners. 10-year regs too long.

Vallhalla Energia seeking partners to help develop 600Mw solar, 300Mw pumped hydro project in Chile. $1.3B needed to get bank finance.

Abengoa (ABGB) got creditors' backing to avoid bankruptcy.

US oil exports down since ban lifted.

Vegas streetlights to be powered by pedestrians' footsteps.

US el sales down 1.1% in '15. Down in 5 of last 8 yrs.

Dynergy Illinois coal power plant to close June 1 from "unfair" market conditions.

~155K water systems serve ~90% of US population. ~5K miles/yr of water mains replaced, ~.5%. Costs ~$5B/yr. ($1M/mile.)

Bulk buying discounts boosting EV sales. Ft. Collins, Colorado and state of Minnesota giving major discounts on Nissan LEAFs this month.

Hedge fund extended lifeline to Sun Edison (SUNE) Hawaii solar projects.

Diesel emissions damage DNA of lung cells: report.

Alaska volcano erupted. (Eruptions cool Earth atmos with ash dispersal that blocks sunlight.)

Sauds buying US southwest land to grow food. (What, to ship all the way back to Arabia?!)

Longleaf pine forests disappearing in N Carolina.

MONDAY OPEN .... MARKET UP 24/1/--


WTI under $40, Brent ~$40.

Japan inflation flat through Feb.
US consumer sales up.

(stock #s in %; new highs/lows over last 12 months):

SUNE up 14. GEVO up 10 with heavy volume, news. AWSL up 9. LSCG up 7. RGSE up 6. ACFN, NTCXF, VSLR, AETI up 5.

QTWW down 15, new low with heavy volume. CBAK down 12. SKYS down 9. SZYM down 6 with news. ZNNMF, LIME down 5. WNDW down 4. HQCL down 3 after reporting.

Sunday, March 27, 2016

NOTES


Syria forces recaptured Palmyra.

US killed ISIS' 2nd in command in Syria raid.

Attack on 9 of 55K US el substations could result in nationwide blackouts for up to 18 months: CIA official. (Really?)

Global investment in clean/renewable power 2x coal, natgas combined.

US oil rig count down 15 in last week, natgas rigs up 3.

BOEM OK'd Dominion install of 6Mw wind power offshore Virginia.

US solar market to grow 119% in '16: GTM Research. 16Gw v. 7.3. Utility-scale ~74%.

Microsoft, Dominion to build 20Mw solar in Virginia. Online late '17. State PPA.

US wind power industry pays $222M/yr to rural land owners.

India increased tax on coal again to help fund green projects.

New perovskite solar cell recycles its own photons.

Friday, March 25, 2016

ARCTIC THAW MUCH MORE THAN EXPECTED: SCIENTISTS


Permafrost very sensitive to warming events. When it melts, it emits GHGs.

Extreme weather becoming new normal: UN General Secretary.

Most weather forecasters convinced of global warming climate change: surveys.

2 largest California reservoirs releasing water again after years of drought.

Louisiana city declared state of emergency over drinking water quality.

Only 9 US states claim drinking water safe from lead: Alabama, Arkansas, Hawaii, Kentucky, Mississippi, Nevada, N and S Dakota, Tennessee.

Australia putting money into clean energy fund.

US, Argentina announced climate change measures, spurs for clean energy.

EPA grant program taking older, more polluting diesel power offline yielding wide-ranging enviro, health benefits.

India new department to focus on clean public transportation.

Seattle mayor wants 50% emissions cut from city fleet by '25 with EVs, biodiesel.

Daimler plans electric, fuel cell-powered bus sales by '18.

1st prototype Chevy Bolt came off production line.

China to phase out EV subsidies after '21, shift to funding R/D.

New Mexico dumping solar subsidies.

Ireland authority turned down 105Mw wind project.

Sun Edison (SUNE) may face $1.4B default.

New York PSC OK'd new regs to increase solar installs throughout state.

Bids open for 750Mw solar project in India state.

1.2Gw solar tender in another India state dominated by Indian comps.

China to increase wind power capacity 22% this year.

MIT solar towers produce 2-20x output of current solar panels in same area. Collects more sunlight in morns, eves, winters. Power output more predictable, uniform (good for grids).

SEC ordering Exxon, Chevron shareholders vote on climate data.

France OK'd more tax on palm oil imports, exempting sustainable biodiesel.

Puerto Rico LNG port project postponed over endangered species concerns (economics).

Japanese fleet killed 333 whales in Antarctica hunt.

Massive arch to block Chernobyl radiation finally finished. (How many years ago?!)

THURSDAY CLOSE .... MARKET FLAT/MIXED


WTI under $40, Brent under $41. US natgas $1.81

US final 4Q GDP revised up to 1.4% growth from 1%.

(stock #s in %; new highs/lows over last 12 months):

CCGI up 16. EVSI, LMRMF up 15. LEOM up 13. CLNT up 12 with heavy volume. LEDS up 11. AMRS up 8 with heavy volume. BWEN, CABN up 7. GEVO up 7 with volume.

PTOS down 20. BBLU down 18 with heavy volume. QTWW down 10, new low with news. AWSL, URRE down 8. BSRC down 7. VSLR down 6, new low. SUNE down 4, new low. RVLT down 1, new low with volume.

Thursday, March 24, 2016

THURSDAY OPEN .... MARKET DOWN 82/16/10


WTI under $39, Brent under $40.

US oil stockpiles up much more than forecast last week.
US durable goods orders down.
US charging Iran hackers in Wall St. cyber attacks.

(stock #s in %; new highs/lows over last 12 months):

EVSI up 15. FCSMF, QTMM up 8. SKYS up 7.

OOIL, XSNX down 11. QTWW down 11, new low with heavy volume. URRE down 8. NTCXF down 7. SUNE down 6, new low with news. VSLR down 5, new low. AMTX down 4 after reporting, news.

Wednesday, March 23, 2016

WEDNESDAY CLOSE .... MARKET DOWN 80/52/13


WTI under $40, Brent under $41. US natgas $1.79.

Yemen ceasefire April 10: UN.
Rockefellers dumped Exxon holdings.

(stock #s in %; new highs/lows over last 12 months):

FCSMF up 25 with volume. XSNX up 25. AIXG up 13 with volume. PRHL up 8. WNDW up 4.

QTWW down 58, new low with extremely heavy volume, news of bankruptcy. ALTI down 33. GEVO down 15 with heavy volume. SUNE down 14. SKYS down 14 with volume. EVSI down 13 with heavy volume. SENY down 13 with volume. NFEC down 12. VSLR down 10, new low with heavy volume. LSCG down 10. SCTY down 9. PEIX, ASYS, FCEL, KNDI, ENPH, SZYM down 8. ASTI, SPWR down 7. FSYS down 6. CSIQ, TSLA down 5. RVLT down 4, new low with very heavy volume.

CANADA TO INVEST $7B TO BECOME "GREEN GROWTH CHAMPION"


Apple operating @ 93% clean/renewable el worldwide.

Woodside, partners postponed $40B offshore Australia LNG project.

Nuke power plant leak threatening S Florida drinking water, Biscayne Bay ecosystems.

White House allocating $5B for water bonds to prepare for climate risks, water infra replacement.

Panama drought prompting new rules for Canal. (Expanded Canal to come online this summer.)

California utility plan to add 7.6K EV charging stations gaining support.

Com Ed (Chicago) to test if smart meters cut CO2 emissions.

S Carolina governor OK'd tax creds for geothermal heating/cooling systems.

US ahead of pace on EPA Clean Power Plan goals despite Supreme Court decision, politics.

Zimbabwe power comp's loan request for $202M solar project denied.

RBS 44M Pound finance for NTR's 26Mw wind power project.

World Bank lending $500M to help fight China air pollution crisis.

JLM Energy launched solar, energy storage system using lithium iron phosphate batt tech.

A123 Systems to open batt factory in Czech Republic. Lith-ion tech. Production start 2H16. (Yep, 1 of those DOE loan guarantees.)

Canada EV sales up 32% in '15. Telsa (TSLA) sales up 137%.

Toyota new Prius EV reveal March 23. 120-mile range.

NOAA extending tough tuna labeling rules.

California regulators buckled on BPA warning labels.

El Nino expected to jolt coffee prices.

DOJ wants approval of $20B BP settlement for GOM spill.

Shell oil/gas expansion in China.

Elephant dung turned into paper in Czech Republic.

WEDNESDAY OPEN .... MARKET DOWN 20/22/6


WTI under $41, Brent ~$41.

(stock #s in %; new highs/lows over last 12 months):

LMRMF up 13. AIXG up 12. PRHL up 10. WNDW up 5.

QTWW down 56, new low with very heavy volume, bankruptcy news. GEVO down 17 with heavy volume. SKYS down 15, new low with volume. SUNE down 12 with news. SENY down 9. ABGB, LEDS, LYSDY, WPRT down 7. VSLR down 7, new low. OPTT, GLBL, SCTY down 6. SPWR down 4. RVLT down 4, new low.

Tuesday, March 22, 2016

TROUBLING


Belgium officials say they knew an attack was coming but didn't warn public. What's up with that?

TUESDAY CLOSE .... DOW DOWN 41, NAZ UP 12, SP DOWN 2


WTI, Brent over $41. US natgas $1.86.

(stock #s in %; new highs/lows over last 12 months):

GEVO up 34 with very heavy volume. LSCG up 26. ENZR up 17. ABGB up 16. NTCXF up 11 with very heavy volume, news. PSWW up 9. LEDS up 8. HQCL up 7. NFEC up 6 with heavy volume. AEIS up 3, new high with volume.

BBLU down 54 with extremely heavy volume, news on bankruptcy. SUNE down 25 with heavy volume, news. CSUNY down 22, new low. XSNX down 18, new low with heavy volume. PRHL down 17 with volume. CREG down 13 with extremely heavy volume. GLBL down 13 with heavy volume. LEOM down 12 with heavy volume. EVSI, SZYM down 12, both with volume. ASTI down 9. CDXS down 8, new low with volume. URRE down 8. CCGI down 7. SCTY down 6. HYSR down 5, new low with volume. TERP down 5. RVLT down 2, new low with heavy volume. VSLR down 1, new low with very heavy volume.

WORLD'S ATMOSPHERE ABSORBING CO2 FASTER THAN WHEN DINOSAURS PERISHED ~56M YEARS AGO: STUDY


Almost 1/2 of global population could suffer water stress by '30: study.

Switch from meat to plant-based diet produces significant GHG emissions reduction: study.

Drought affecting over 12% of US lower 48 states.

When a crow dies, the flock remembers: study.

Baltimore struggling to stop lead poisoning in children. (Old pipes, folks. Old pipes.)

India has most folks of any country without clean water: report.

Exxon to build LNG terminal in Russia.

Gorgon terminal in Australia shipped 1st LNG.

Canada LNG terminal project got federal OK.

Iraq shipped its 1st-ever NG export.

BP, Statoil pulled employees out of Algeria NG fields after al Qaeda grenade attack.

Russia bombed Raqqa Syria over weekend. Some 40 civilians reported killed.

UN Libya Unity Govt now in Tunisia. US, EU special forces reported in Libya to fight ISIS.

ISIS attacks on Iraq military Monday.

Vivent Solar (VSLR) got $200M funding for US residential solar projects.

Tata commissioned 4.8Mw solar at maize products factory in India.

Space X investing $90M in Solar City (SCTY).

Terra Form Global cancelled 326Mw Central Am deal.

Statoil to pilot batt energy storage for floating offshore wind.

Alevo to deploy 8Mw/4Mwh energy storage system for Delaware city. Lith-ion tech.

Jordan OK'd 1st nuke power plant online by '25.

BLM, enviros lashing out at fracking rule freeze by federal court last fall.

US oil rig count up 1 last week. Natgas count down 5.

Iran oil production up 187Kb/d in Feb to 3.1M. May consider to join oil production freeze after reaching 4Mb/d.

BLM OK'd oil well in new national monument.

TUESDAY OPEN .... MARKET DOWN 39/--/4


WTI, Brent both over $41.

Hungary cut key rate.
Nigeria raised its rate to 12%.
German manufacturing up slightly.

(stock #s in %; new highs/lows over last 12 months):

ENZR up 17. ABGB up 16. LSCG up 13. XSNX up 9. NTCXF up 6 with volume, news of project. CLNT up 6. VSLR up 6 with volume, news of funding for projects.

BBLU down 38 with very heavy volume, news on bankruptcy. CCGI down 22. CSUNY down 15. SZYM down 9. ASTI down 6. RVLT down 4, new low.

Monday, March 21, 2016

MONDAY CLOSE .... MARKET up 21/13/2


WTI ~$40, Brent over $41. US natgas $1.82.

(stock #s in%; new highs/lows over last 12 months):

SENY up 22. BOPO up 21 with volume. SZYM up 20 with very heavy volume. CREG up 17 with very heavy volume. NFEC up 14 with heavy volume. QTWW up 10 with volume. PALAF, ASYS up 9 with volume. BWEN, CCGI, TERP up 9. BSRC up 6.

LSCG down 33. PSPW down 21. PSWW down 18. CABN down 8 with volume. RVLT down 5, new low with volume.

JUST STUFF


The last time the US was in Cuba it was with Mafia casinos and sugar and tobacco companies. And that was after the Spanish-American war. So what more righteousness does the US have than Cuba? US made a half-hearted failed invasion after Castro took over. Then Cuba put in Russian missiles. Then Russia took them out. (The world's closest trip to the brink of atomic war, argumentably, in 1963.) A lot of history. So, let's work on normalizing relations between US and Cuba. For the betterment of human relations and world peace for Gods' sakes. Did Cuba kill JFK? Probably not. But we will probably never know the full truth of that assassination. Time to move on.

Arrest of ISIS guy in Belgium guilty of Paris massacre should help our side some. The side of sanity. Though you know there are Evangelists and Christians who welcome the ISIS insanity as a sign of the end of this age and the return of Jesus.



AIR, WATER, SOIL POLLUTION CAUSE 1 IN 4 DEATHS WORLDWIDE: WHO


Pollution deaths most prevalent in SE Asia.

El Nino putting 60M folks at increased risk of malnutrition, illnesses: WHO.

Majority of Americans oppose nuke power for 1st time: Gallup.

EU cities, districts in 3 countries want to shut down 2 ageing nuke power plants in Belgium.

Southern pine beetles spotted in New England (warming climate).

Warming having effect on French wines.

Mediterranean endured worst drought in near millennium.

Louisiana community to relocate because of rising sea.

Huge Canadian glaciers melting faster.

White House rolling out Fed drought plan.

Maryland state house passed bill to protect bees.

Tasmania backed off plan to log World Heritage forest.

Dams threaten species, ecosystems in Amazon: study.

Montana court rejected discharge permit for coal mine.

NY moving to properly value clean, distributed power.

BASF to halve gen mod R/D.

BP Alaska unit dropped economical oil reserves in Prudhoe 65%.

EDF Renewable Energy to invest $200M for 150-200Mw wind, substation in Iowa. Online in '18 or '19.

2 comps to invest $130M toward 150Mw solar in India. 10Mw 1st phase online next month.

Thames Water investing $8.7M in 6.3Mw floating solar in London.

Innergex bought 131Mw of wind assets in France. Also 100Mw pipeline partnership.

India draft policy incentivizes repowering old wind turbines.

Haryana India targets 4Gw solar by '22.

Rooftop solar seed fund for nonprofits taking off in US. "RE-volv."

Virginia auto dealers suing Tesla (TSLA), state of VA claiming collusion.

Tesla removed 10Kwh Powerwall option.

5 more EV double-decker buses for London. BYD (BYDDF) iron-phosphate batts.

MONDAY OPEN .... MARKET DOWN 40/7/--


WTI over $39, Brent over $41.

(stock #s in %; new highs/lows over last 12 months):

SENY up 58. BSRC up 22. BWEN, GRPH up 11. SZYM up 9. CCTC, QTWW up 8.

PSPW down 10. LMRMF, CCGI down 9. LSCG down 8.

Sunday, March 20, 2016

NOTES


Another oil/gas discovery in Kenya by Tullow.

Eni's new production in Arctic off Norway needs $100 oil to break even. Production life ~15 yrs.

Shell, partners launched production in deepwater off Brazil. 20Kb/d peak.

Total won't go forward with shale ops in France with current oil prices.

Iran/Greece deal to resume oil sales. Up to 60Kb/d to Greece. 150K eventually.

Rosneft working deal to buy 49% of India's largest refiner for $2.4B.

Marathon looking to sell Wyoming assets.

Saturday, March 19, 2016

FRIDAY CLOSE .... MARKET UP 120/20/9


WTI under $40, Brent under $42. US natgas $1.91.

General Mills to label genmod food.

(stock #s in %; new highs/lows over last 12 months):

PSPW up 26 with heavy volume. LEOM up 13. EVSI up 12 with heavy volume. AMRS up 6 with heavy volume. SKYS up 6.

BBLU down 16 with very heavy volume, news. ABGB down 12. HQCL down 11. FCSMF down 11 with heavy volume. FSYS, QTWW down 8 with volume. EFOI, NTCXF down 8. ACPW down 7 with volume. ZNNMF down 7. RVLT down 3, new low with heavy volume. FSLR down 1 after new high.

Friday, March 18, 2016

CLIMATE CHANGE "AN OPPORTUNITY": TRUDEAU


36M facing hunger in Africa from drought.

UK $1.1B for new cleantech, energy storage R&D.

Gulf Coast most at risk for Zika in US.

GT Tech (GTATQ) emerging from bankruptcy.

ReNew Power, backed by Goldman Sachs, won 522Mw of India solar projects in 1.2Gw auction. Sun Ed (SUNE) won 150Mw. Suzlon 175Mw.

Cal regulators gave owners (NRG, Bright Source, Google) more time to avoid default, provide contracted solar thermal power to PG&E. $1.6B DOE loan guarantee involved.

JA Solar (JASO) expects shipments to grow at least 30% this year to 5.5Gw. Up 500Mw from November target. 4Gw shipped in '15, revs up 19% to $2.1B, net up 38%.

TransCanada buying Columbia Pipeline Group (natgas) for $10.2B cash.

Massive natgas field find in Canada.

Cheap Fed coal near 1/3 of US production: Greenpeace. Top 3 producers count on it.

Nissan "no charge to charge" (EVs) system now being built in Orlando.

Majority opposition to nuke power for 1st time: Gallup. (It's 24/7 clean power, folks. Don't throw it under the bus. It's been safe for 50+ yrs in US. Yes, plants are getting old. But there is new nuke tech very much worth looking at.)

Maine lobsters invading Sweden. (Sounds like sci-fi movie, yea?)

Grid reliability at risk from Clean Power Plan: Texas. (OK. It's Texas. What can you expect?)

FRIDAY OPEN .... MARKET UP 113/12/7


WTI near $41, Brent over $42.

Oil rally unsustainable: Russia Central Bank.
Negative rates have helped global econ: Lagarde.
Japan 10-yr yield at record low.
Putin starting his own ratings firm.
N Korea fired ballistic missiles despite sanctions.

(stock #s in %; new highs/lows over last 12 months):

AMTX up 10. LTBR up 9. HYSR up 8. NFEC up 7.

LSCG down 41. BBLU down 9 with volume, news. FCSMF down 9. GPHBF down 8. URRE down 7 with volume.

Thursday, March 17, 2016

THURSDAY CLOSE .... MARKET UP 155/11/13


WTI over $40, Brent over $41. US natgas $1.93.

US leading indicators up in Feb.
Food prices soaring in S Korea.

(stock #s in %; new highs/lows over last 12 months):

PSPW up 57 with heavy volume, up 15x from 12-month bottom. GRPH up 35. URRE up 28 with heavy volume. CABN up 25 with volume. PSON up 23. AWSL up 21. LSCG up 20. EFOI up 16 with very heavy volume. PTOS up 15. ASTI, CSUNY up 14. ASYS, FSYS, FCSMF, SZYM up 11. RNWEF up 10. EVSI, FCEL, SUNW up 7. CSIQ up 4. VWDRY up 4, new high with very heavy volume. TSLA up 2 more.

BOPO down 17. ALTI down 10 with large day spread. LYSDY down 9. CCTC down 8. GTATQ down 4, new low with very heavy volume, news. VSLR down 4, new low with volume, news.

DOUBLING CLEAN/RENEWABLE SHARE OF GLOBAL POWERGEN BY '30 WOULD SAVE UP TO $4.2T/YR, 15X COST: IRENA


US public concern over global warming climate change at 8-yr high: Gallup.

Mexico president calling for crackdown on air pollution.

Forests adapting to hotter temps by emitting less CO2 to atmos than previously thought: study.

France awarded 349 new solar projects in 1st solar tender round.

Malaysia to approve $260M of new solar projects. Seeks PV manufacturers.

Ontario IESO announced 450Mw clean/ren power tender.

Berkshire Hathaway unit bought 66Mw solar "garden" portfolio from Geronimo Energy.

N Am's once-largest coal power plant - near 4Gw - in Ontario to become 44Mw solar plant. Sun Ed (SUNE) panels.

Iran powergen sector replaced liquid fuels with natgas over last 12 months.

European finance key to US offshore wind potential: exec.

NY's potential offshore wind area unveiled by BOEM.

Shanghai stock exchange to host green bond trading platform.

Sun Edison (SUNE) missed financial reporting deadline.

UK scrapped petrol revenue tax.

Comp shut down all of its New Mexico injection wells. Faces fines.

US, Canada issued more regs on oil/gas drilling in Arctic waters.

46Gw of black/brown coal powergen assets in Germany may be worthless by '30: Barclays.

UNC researchers cracked nuke waste problem.

EPA chief, Michigan governor traded blame over Flint water debacle.

High lead levels in thousands of US drinking water systems: report.

EU agreed to end overfishing in Baltic Sea.

THURSDAY OPEN .... MARKET FLAT/MIXED


WTI over $39, Brent over $40.

Swiss interest rates held steady.
S Africa raised rates to 7%.
Norway cut rates, signaled more easing.
US Congress trying to run monetary policy: Greenspan.

(stock #s in %; new highs/lows over last 12 months):

EVSI up 16. RNWEF up 10. RBCN up 8. EFOI up 7. NTCXF up 6.

NANX down 15, new low with very heavy volume. BLSP down 11. CCTC down 7. VSLR down 5, new low.

Wednesday, March 16, 2016

WEDNESDAY CLOSE .... MARKET UP 74/35/11


WTI over $38, Brent over $40. US natgas $1.87.

US Fed left rates unchanged, lowered rate rise forecast. (June probable rate rise.)
US sanctions on N Korea.
Venezuela to shut down for week over electric crisis.
Paris terror plot foiled after Brussels raid.
Trump scuttled Fox debate, warned of convention riots if he's dumped.
Argentina Coast Guard sunk China fishing boat.

(stock #s in %; new highs/lows over last 12 months):

GPHBF up 21 with heavy volume. ALTI up 11, up 50x from 12-month bottom. AMTX, LSCG up 11. EVSI up 10 with volume. OPTT up 10. OOIL, WATT up 9. CABN up 9 with heavy volume. CBAK up 8 with heavy volume. WNDW up 5. AEIS up 2, new high.

GTATQ down 27, new low with heavy volume. AWSL down 17, new low with heavy volume. NGLPF down 15. LTBR down 14 with very heavy volume. ZNNMF down 13. CHGT, MGPHF, CSUNY down 12. PRHL down 11. NTCXF down 10 with very heavy volume. BSRC down 9. EFOI down 9 with heavy volume. CCGI down 8. GLBL down 7. LEDS down 3, new low with volume.


GLOBAL GHG EMISSIONS FLAT IN '15 WHILE ECON GREW 3%. 1ST TIME IN 40 YEARS OF RECORDS GROWTH W/OUT EMISSIONS.


US 2% GHG emissions decline in '15 despite what?, 2% growth?

1K-year rains in Louisiana last week.

Rhode Island-sized block of ice just broke off in Arctic Ocean.

Global warming severe threat to wheat. Heat-resistant wheat Gates' newest passion.

US offshore windpower cost may drop 55% to competitive price in next 13 yrs with builders' experience: study.

Over 6B Euro to flow into UK offshore wind pipeline: Vattenfall.

Near $2B planned for UK-Germany power connection projects.

Lockheed launched energy division.

Fully-automated $26.6M, 3.2Mwh batt energy storage park under construction in Azores. Lith-ion cells from Leclanche. To support 1Mw solar already built, 4.5Mw wind under construction. Diesel power backup.

Microsoft, Dominion partnering on 20Mw solar plant.

SECI to include energy storage mandate in upcoming 750Mw solar tender.

GCL, China bank new $95M solar fund.

12 cents/Kwh avg cost from 140Mw of new solar projects in Ontario.

China set 1st energy consumption cap.

Toyota working on windpower to generate hydrogen for fuel cells for zero-emission forklifts.

Nissan Leafs withdrawn from New Zealand.

Plane to fly from Paris to NYC in June on algae biofuel, solar.

Bangladesh OK'd 1.3Gw coal power plant project.

Arch Coal paid execs $8M in bonuses on eve of bankruptcy. (Peabody may go bankrupt.)

WEDNESDAY OPEN .... MARKET FLAT/MIXED. FED DAY.


WTI over $37, Brent over $39.

US factory production up in Feb.
US housing starts up more than forecast.
Core US consumer prices up more than forecast.
UK growth forecasts cut.

(stock #s in %; new highs/lows over last 12 months):

LYSDY up 19. CCGI up 17 with volume. ENZR up 16. GPHBF up 12 with heavy volume. CABN up 10 with volume. GTATQ up 10 with very heavy volume. CBAK up 9 with news. HYSR up 7.

ASTI down 19 with volume. FCSMF down 16. BBLU down 15. LTBR down 13. PTOS down 13 with volume. PSON down 10. EVSI down 8 with heavy volume. LEOM, NFEC down 8. SUNE down 8 with news. AWSL down 5, new low. OOIL down 5, new low with news.

Tuesday, March 15, 2016

TUESDAY CLOSE .... MARKET FLAT/MIXED


WTI under $37, Brent under $39. US natgas $1.85. Unleaded at corner Shell under $2/gal.

"We're living 'Atlas Shrugged'": reporter.
"Anonymous" hackers declaring total war on Trump.
ISIS pulled out of several Iraq towns near Ramadi.
ISIS' "Omar The Chechan" dead from US strike: report.
Turkey bombing Iraq Kurds after Ankara bomb. (Whether they did it or not.)

(stock #s in %; new highs/lows over last 12 months):

CSUNY up 40. LYSDY up 19. NGLPF up 18. CCGI up 17. GRPH up 16 with very heavy volume. ENZR up 16. SZYM up 13 with extremely heavy volume after reporting, news. GPHBF up 12 with volume. GTATQ up 10 with very heavy volume. CABN up 10.

QTWW down 56, new low with extremely heavy volume, default. ASTI down 19. BBLU down 18 with very heavy volume. FCSMF down 16. OPTT, PTOS down 13. PSON down 10. RVLT down 10 with heavy volume after reporting. NFEC down 8. KNDI down 7 with volume. VSLR down 7, new low with very heavy volume after reporting.

WARMEST WINTER IN 48 LOWER US STATES ON RECORD: NOAA


Dec-Feb near 5*F above 20th Century avg in lower 48.

Global CO2 in atmos up record 3.76 PPM Feb '15 to Feb '16 to over 404 PPM: prelim NOAA data.

US admin withdrawing plan to permit oil/gas drilling offshore southeast states.

Beijing wants folks to switch back to bikes.

US petrochem industry's planned construction, expansion announced in '15 alone would emit pollution equivalent to 19 coal power plants: EPA.

Clean Coal Tech (CCTC) testing process that preheats coal to extract moisture, impurities for cleaner burn in power plants.

US coal exports down 23% in '15 to 74M tons.

Batt prices for EVs down 35% in '15. Unsubsidized EVs may reach price parity with gasoline cars in next 6 yrs: Bloomberg.

Jordan to provide solar for houses in poverty "pockets".

Zimbabwe moving on 4 new solar power plants amid drought affecting hydropower.

JA Solar (JASO) planning solar panel factory expansion.

Hyundai unit $500M green bond. 2.87% fixed semi-annual coupons.

Arizona utility plans to install 1.1Gw clean/renewable power by '30. (Pretty paltry, really, for Arizona considering sunlight. But something.)

Argentina 700Mw solar deal with German comp.

Meridian Energy raised $100M from bond issue.

UK to confirm zero carbon emissions target.

Renault EVs in solar smart-charging project in Utrecht.

Clipper Creek 24 amp, 5.8Kw EV charge station for $500.

Volvo VP: standardize EV charging infra.

'12 Chev Volt owner with 300K miles: "no difference in batt since day bought".

Vattenfall, partners to develop 3.6Gw wind power offshore Britain.

Offshore wind costs to fall to 100 Pounds/Mwh by '20: report.

NREL inverter challenge won by Belgian comp.

US at "turning point" for solar: White House advisor.

Graphene market could reach $220M by '26: report.

Eni started production at Arctic offshore oil/gas platform.

Chevron, Shell, Exxon started ops at $54B LNG terminal in Australia. Est. $37B cost 7 yrs ago.

$4B oil pipeline from Uganda to Tanzania port to begin 3-yr buildout in August.

US oil rig count down 6 last week, natgas rigs down 3.

Iowa OK'd permit for .5M bl oil pipeline from N Dakota Bakken to Illinois. Last state permit needed.

Nigeria plans to split up national oil comp into ~30 comps.

VW sued for $3.7B in Germany over diesel cheat.

High arsenic levels from water taps across Texas.

Endangered right whales appearing in droves in Cape Cod Bay.

Heavy storms replenished 2 major California reservoirs.

Bangkok shortened water festival amid drought.

Florida Republicans demanding climate change solutions (must be that rising oceans talk).

TUESDAY OPEN .... MARKET DOWN 18/23/9


WTI under $37, Brent under $39.

US retail sales, wholesale prices both down in Feb. Jan retail sales revised down.

(stock #s in %; new highs/lows over last 12 months):

SZYM up 37 with very heavy volume, news after reporting. BSRC, CCGI, CSUNY up 17. GTATQ up 14 with volume. CABN up 13. SENY, ENZR up 10. ZAAP up 9 with volume. WATT up 4.

QTWW down 53, new low with extremely heavy volume on default. ASTI, XSNX down 13. BBLU down 11. LTBR down 11 with news. VSLR down 9, new low with heavy volume after reporting. RVLT down 8. OOIL down 7, new low. AMRS down 2, new low.

Monday, March 14, 2016

MONDAY CLOSE .... MARKET FLAT/MIXED


WTI under $38, Brent under $40. US natgas $1.82.

Putin ordered troops out of Syria. "Main part to start".
Morgan Stanley cut S&P target.
American ISIS fighter captured in Iraq.
What is Obama doing about Flint? Or anything else lately?
Arctic 18*F above normal in Feb.
Generic Viagra OK'd. O my. Watch out ladies.

(stock #s in %; new highs/lows over last 12 months):

KNDI up 19 with super volume after reporting. WATT up 17 with volume. NFEC up 14. FCEL up 13 with volume. BBLU up 12 with very heavy volume. ABGB, LEXG, SUNE up 11. ACFN up 10. LTBR, CABN up 9. LEDS up 7 with heavy volume. LIME up 7.

LYSDY down 16. WWPW down 15. PSON down 13. GPRC down 11. AWSL down 10. ASTI down 9 with volume. OOIL down 8, new low. ZAPP down 8.

GLOBAL WARMING CLIMATE CHANGE CAN BE SINGLED OUT AS FACTOR IN SOME EPISODES OF EXTREME WEATHER: STUDY


Oregon governor signed bill raising state's clean/renewable power mandate to 50%, ending reliance on coal power.

Siemens to build onshore wind turbine blade factory in Morocco. Online in '17.

NREL, 8 other US national labs to help 1st group of small bizzes to advance clean energy products. Up to $20M for each biz.

New Poland govt under fire for crackdown on wind power expansion.

Iran Feb oil exports up ~250Kb/d from sanction levels. March may be up ~150K more. Transactions still difficult with remaining sanctions. (Their long-range missiles relatively inaccurate.)

Oilpipe from Iraq Kurdistan to Turkey port back online last week.

ISIS expanding on Libya coast from Sirte to Sabratha, Tripoli. Brit special forces along Tunisia border.

China plan to move coal burning out of individual buildings to central locations to improve efficiency, lower emissions.

Russia announced 10% drop in military procurement because of budget probs. Moody's withdrew from rating Russian comps because of new Russian law that ratings must go through their central bank.

2 comps investing $130M for 150Mw solar in Mauritius. 10Mw 1st phase online next month.

29Mw, 6-yr-old wind farm in Spain sold for $52M.

Solar roofs, EVs OK'd in Thailand. 100Mw of solar roofs.

Protests in Taiwan to close nuke power plants.

Spencer invented microwave in '45 after chocolate in pants melted after passing by magnetron. 20 years to perfect. (How life works.)

UK-Iceland geothermal power link could be built by '23: former official.

United Airlines biofuel supply deal with Honeywell.

Brazil pairing up hydropower with floating solar.

Israel military replacing all diesel generators with solar.

India aluminum comp investing $100M in clean/ren power.

2 comps major winners in 1.2Gw India solar power tender.

$4.5M from ARPA-E for new low-cost offshore wind tech research using thunderstorm physics to harvest energy from water droplets.

UK's Faradion moving sodium-ion batt storage tech forward.

$6.8B D.C. utility merger rejected by "Office of the People's Counsel". (How long has D.C. been ruled by communists?)

LBNL making graphene energy storage for fuel cell EVs.

Up to 13M Americans at risk from sea level rise: study. (I'm betting mostly in Florida.)

FDA tentatively OK'd release of GM'd mosquitos to stem Zika.

11 US states failed to file SO2 emissions reduction plans: EPA. (Who cares enough about what we breathe? 39 states? Guess the politics of those 11 states.)

Rain barrels illegal in Colorado? (I remember giving one to a friend in Kentucky in '85.)

MONDAY OPEN .... MARKET DOWN 17/1/7


WTI under $37, Brent under $39.
Iran plans to boost oil production.
Cyberattack on small dam outside NYC "a shot across our bow by Iran": Schumer.

India wholesale prices down.

(stock #s in %; new highs/lows over last 12 months):

BBLU up 24 with volume. ASTI up 14 more. KNDI up 11 with volume after reporting. WATT up 10. CABN up 9. ENZR up 8 with heavy volume. FCEL up 6. BLSP up 3, new high.

XSNX down 15, new low. WWPW down 15. CSUN down 14, new low with heavy volume. PSON down 12. OOIL down 11, new low. BSRC down 11. CCTC down 9. WNDW down 6. GTATQ down 5, new low.

Saturday, March 12, 2016

FRIDAY CLOSE .... MARKET UP 218/86/32


WTI over $38, Brent over $40. US natgas $1.82.

China industrial output, retail sales slowed.
China liquidating US Treasuries.

(stock #s in %; new highs/lows over last 12 months):

ASTI up 65 with heavy volume before reporting after close. WWPW up 36. SZYM up 23 with very heavy volume, news. LSCG up 20 with heavy volume. ZNNMF up 16. NTCXF up 13 with volume. BSRC up 13. GPRC up 12 with volume, up 11x from 12-month bottom. WNDW up 10. BLSP, LYSDY up 8. RVLT up 7 with volume after reverse split. SUNE up 6.

BBLU down 25 with extremely heavy volume. ALTI down 18 with volume. FCSMF down 18 with heavy volume. CSUN down 15, new low with heavy volume. CCGI down 14. NFEC down 10 with heavy volume. PRHL down 10. GTATQ down 9, new low with volume. ACFN down 9.

NEW DEVELOPMENT BANK PLANS $1B GREEN BOND ISSUE


Patagonia, 4 other comps to create $35M fund to finance over 1,500 solar roof systems in 8 US states.

Con Edison to send reports to ~270K customers in NY with recommendations on how to lower their power bills.

1st shipment of Marcellus ethane heading to Norway.

Norway to invest near $1B for bicycling infrastructure.

Oil/gas boom (US) not to blame for methane spike in atmos: study.

Rising seas, "or whatever", can't be fixed: Rubio.

CO2 in atmos at record highs.

LatAm oil giants owe $275B.

Bank of China $300M loan for Argentina wind farm expansion.

21 teens suing US govt over global warming climate change. Admin, industry asking judge to dismiss.

130 scientists condemn flawed review process for LNG project.

Pod Point to supply EV charging stations for VW in England.

Friday, March 11, 2016

FRIDAY OPEN .... MARKET UP 158/42/20


WTI over $38, Brent over $40.

Canada unemployment up to 7.3%.

(stock #s in %; new highs/lows over last 12 months):

WWPW up 36 on 1K shares. CCGI up 16. ASTI up 10. BSRC, GPHBF up 9. CABN up 8. RGSE up 7. SZYM up 7 with news.

ALTI down 18 with volume. BBLU down 12 with heavy volume. OPTT down 11 after reporting. SENY down 8. WATT down 8 after reporting.

Thursday, March 10, 2016

THURSDAY CLOSE .... MARKET FLAT/MIXED


WTI ~$38, Brent over $40. US natgas $1.81.

Canada became US creditor.

(stock #s in %; new highs/lows over last 12 months):

PEIX up 29 with very heavy volume after reporting. OPTT up 27 with very heavy volume, news. GTATQ up 18 with volume. CHGT up 16 with volume. RGSE, RNWEF, CABN up 15. ALTI up 10. ASTI, PLUG up 7.

EFOI down 41 with very heavy volume after reporting. PSON down 17 with heavy volume. BSRC down 14 with heavy volume. CSIQ down 13 with very heavy volume after reporting. FCEL down 12 with heavy volume after reporting. ABGB down 12. AETI down 11. URRE down 10 with heavy volume. MEEC down 10. NTCXF down 9. AMRS down 8, new low. BBLU down 8 with very heavy volume. AMSC down 7. RVLT down 6, new low with news.

WORLD AVG TEMP COULD RISE AS MUCH AS 1.5*C BY '20: STUDY


US, Canada announced oil/gas well methane emissions reductions pledge.

Arkansas 19th state to stop planning for Clean Power Plan.

Japan court ordered nuke plant to shut down. Safety measures insufficient.

Wyoming regulators cracking down on well flaring.

Revolution Lighting (RVLT) announced 1-for-10 reverse stock split.

Comp started building 5Mw geothermal plant in Japan. Online next March.

US natgas inventories likely to end winter season 54% above last year. Prices expected to avg. $2.25/MBTU this year v. $2.63 last year.

Total world oil/gas rig count down 52% from Dec '14: Baker Hughes.

Kurds going broke with Turkey pipeline still shut down.

India proposing $746M for renewable energy ministry this year, up from $37M last year.

Gazprom Neft over 20% oil/gas increased output in '15. Plans to increase oil production 33% by '25 in Russia alone.

Big el rate reduction coming for large users in Delaware. Not so much for little users (the rest of us).

Nareva, Enel, Siemens $1.2B wind power deal in Morocco.

Argentina plans 1Gw clean/ren power auction.

JP Morgan backing away from coal investing, compares it to child labor.

Spain parliament removed punitive "sun tax" on solar.

Giant Food to sell 100% sustainable seafood.

23M fish killed by algae bloom off Chile.

THURSDAY OPEN .... MARKET UP 90/29/13


WTI under $38, Brent under $40.

ECB to expand QE, cut interest rates. Draghi says no more cuts.
China inflation jump on food costs.

(stock #s in %; new highs/lows over last 12 months):

FCSMF up 28. CABN up 25 with volume. PEIX up 21 with volume. OPTT up 18 with news. BBLU up another 17 with very heavy volume, up 5x from recent bottom. RNWEF up 15. CHGT up 14. PLUG up 14 with volume after reporting. GTATQ up 11. ALTI up 10. BSRC up 10 with volume. ERII up 4, new high with volume. GPRC up 1, new high with heavy volume.

EFOI down 36 with very heavy volume after reporting. MEEC down 14. CSUN down 13 with volume. ABGB down 11. NFEC down 10. GRPH, PSPW down 9. BLSP, AETI down 8. AMRS down 8, new low. CSIQ down 7 with volume after reporting. FCEL down 7 after reporting.

Wednesday, March 9, 2016

US WARMEST WINTER ON RECORD


Climate skeptics in US congress now at 182. They are whom they are. It is what it is.

Utilities challenging California net-metering protection.

Whole Foods to install up to 100 rooftop solar systems.

EIA: '17 US oil production to fall 480Kb/d to 8.2M. Previously forecast 230K decline. '16 forecast also dropped to 760Kb/d decline v. 740K.

Oklahoma regulators asking drillers to reduce deep well injection 40% to reduce quakes.

Vivent Solar (VSLR) terminated $1.9B merger plans with Sun Edison (SUNE).

Thailand going from E10 to E20 by '18, E85 by '27.

Chevron cut capex another 36%.

Baker Hughes global rig count continuing fall, nearing '09 low.

Comp investing over $30M in 20Mw solar project in China. Online by yearend.

Southern Power bought 120Mw Texas solar project from First Solar (FSLR). Single-axis tracking. Online by yearend. Austin Energy PPA.

Japan lending Kenya $408M for 140Mw geothermal project. (If you notice, geothermal power more expensive than solar, wind, hydro, natgas and maybe nuclear. But it is 24/7 clean power.)

Canada pension fund $150M for India clean/renewable power.

EIB onboard for UN's Green Climate Fund.

Renovagen to crowdfund for portable solar development.

St. Albert Canada buying 3 BYD (BYDDF) el buses. 12-yr warranty on batt system. Lithium-iron-phosphate tech performs below minus 40*C.

Climate change impact on global food production could result in 500K deaths in '50: study.

Car-free Sundays in Sao Paulo.

EVs getting lane access in Brit Columbia.

McLaren $1.5B invest in new el/hybrid products.

Large-scale solar near parity with wind power in Australia.

Los Angeles seeding clouds 1st time since '02.

Little ice cover on US great lakes from El Nino.

Locals still eating radioactive food 30 yrs after Chernobyl.

Japan court ordered 2 nuke reactors to shut down.

WEDNESDAY OPEN .... MARKET UP 23/6/7


WTI ~$37, Brent over $40.

US airstrikes targeting top ISIS military commander in Syria.
Iran tested ballistic missiles for 2nd day in row.

(stock #s in %; new highs/lows over last 12 months):

ALTI up 63 on 1K shares. BBLU up 54 with extremely heavy volume, up over 4x from recent bottom. CABN up 45 with volume. PTOS up 42 with volume, news. FCSMF up 23. NFEC up 14. PSPW up 11. URRE up 11 with very heavy volume. QTMM up 10 with news. LEDS, NTCXF up 7.

GRPH down 20. CHGT down 15. CSUN down 14 with volume. GTATQ down 11, new low. GEVO down 10 with news. HYGS down 7 after reporting.

Monday, March 7, 2016

THINGS


Hillary Clinton promises to reduce fracking. Sanders promises to end it.

Sweden 20M euro fund to develop clean power in Zambia through '18. Off-grid solar in 1st year; small hydro, minigrids later.

BELECTRIC began energy storage for grid frequency response in Germany. Lead-acid batts.

Iran shipping ~1/3 of 500Kb/d increase it said it could in a month. France, Spain buying 250-300Kb/d this month. But Iran still throwing folks into prison for "fostering" better relations with outside world. (You got that? Iran is still nuts takeover the world thingy with Shi-ite sharia shit.)

Syria ceasefire seems holding. Govt using el power as tool to defeat enemies. ISIS provides ~2 hrs/d of el.

Iraq's Mosul dam could break any day.

Brits sent 20 soldiers to Tunisia to help secure border from ISIS.

ISIS executed nursing home nuns in Yemen. Pope "shocked".

Sauds cut aid to Lebanon. (What's the point?)

Sauds also raised oil prices for Asia 25 cents/bl.

US natgas prices could fall under $1: analyst.

Carbon tax necessary to break fossil fuel dependence: MIT.

KY senate bill lifts nuke power moratorium.

Southern Power 120Mw solar buy.

Daimler to spend 500M euro on new lithium-ion batt factory in Germany.

Norway EV car sales up 71% in '15. German EV car sales up 86% in'15.

Netherlands EV car sales up 22% in Dec.

Ocean currents constant power source: research. (Duh.)

1/2 of Americans "very confident" in clean tapwater: poll.

EPA $1.36B cleanup for NJ Passaic R.

MONDAY OPEN .... MARKET UP 50/3/2


WTI over $37, Brent over $40.

German factory orders down.

(stock #s in %; new highs/lows over last 12 months):

ABGB up 43 with heavy volume, double in last 2 sessions. BSRC up 38 with heavy volume, recent double. LSCG up 25. BBLU up 22 with extremely heavy volume. FCSMF up 20. PSPW up 19. LMRMF up 17 with heavy volume. WPRT up 12 with news. SENY up 10. ENPH up 9. WNDW, NFEC up 8. ACPW, AMSC, CERE, ENOC, LYSDY, MGPHF, URRE up 7. FSYS, SUNE up 6. SCTY up 5.

CCGI with heavy volume. MEEC down 18. PTOS, XSNX down 16. ZAAP down 11. EVSI down 10. CREE down 9 with volume, downgrade. CLNT down 9.