Saturday, April 30, 2016

FRIDAY CLOSE .... MARKET DOWN 57/30/10


WTI ~$46, Brent over $47. US natgas $2.18.

Baghdad emergency - protesters storm Parliament. ISIS truck bomb.
Rouhani allies won most seats in runoff.
Ex-Goldman President: econ situation will end in tears.

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

PSPW up 129, 3x day spread. ALTI up 66. WEST up 50. RNWEF up 21. PSON up 16. QTWWQ up 15. GPHBF up 12. ESPH up 10. ARDWF up 8. BLSP, NANX, VWDRY up 6. POWI up 6 with heavy volume after reporting. AMSC up 3, new high.

DPSM down 33. PRHL down 26, new low. CSUNY down 19, new low. CHGT down 15. BFRE down 13 with volume. NFEC down 10 with volume. LEDS down 9, new low with heavy volume. ENZR down 9 with heavy volume. ACFN, CCTC, SKYS down 7. FCEL, SCTY, CDTI down 6. HQCL, SRWRF down 5. CSIQ, SPWR down 4. FSLR down 2 more with upgrade.

ALMOST NO INDUSTRY WOULD BE PROFITABLE IF ENVIRO COSTS WERE INCUDED: UN


100 different types of enviro costs winnow to 6: water use, land use, GHG emissions, waste pollution, land pollution, water pollution. World's most profitable industries - oil, meat, tobacco, mining, electronics - being paid for from future.

Italy's 1.3Gw green subsidy plan OK'd by EC.

World Green Building Council calling on Europe to renovate its green building strategy.

India added ~7Gw of clean/renewable powergen in FY '15-'16.

Gujarat India announced subsidy for rooftop solar.

Rooftop solar blocked in 10 high-potential US states. AL, FL, GA, IN, MI, OK, TN, TX, VA, WI have 35% of total solar rooftop potential of US, but under 3% of total installed cap. Weak or nonexistent policies the fault.

DOE 1st-ever proposed efficiency rule for portable AC.

All new homes, businesses in Santa Monica, Cal must have solar.

Germany to offer $4,500 rebate for EVs.

VW to roll out 20 EV models by '20.

Mercedes tells India it's OK to go with B100.

Vestas (VWDRY) 1Q net income down 38% to $40M. Revs down 3.6% to 1.46B Euros. Full-year revs guidance at least 9B Euros. Record 1Q order intake; largest ever turbine, service backlog.

Georgia Power groundbreak on 44Mw solar project on Marine Corps base.

Bankruptcy fears for Yingli Green Energy. Predicted $909M FY '15 loss.

Daimler now selling home energy storage units. Lith-ion batts.

BLM proposing oil/gas leases for Ohio forests.

PA to install more air monitors near fracking sites.

Russia now pricing its own oil. Also has taken China market share from Sauds. Sauds targeting small China refineries to regain share.

Saud oil exports to US at 11-month high. (US$ coincidentally at 11-month low.)

NRC OK'd early permit for NJ reactor.

Friday, April 29, 2016

FRIDAY OPEN .... MARKET DOWN 90/29/14


WTI over $46, Brent over $48.

Dollar down to 11-month low.
France, Spain econs up.

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

QTWWQ up 27. RNWEF up 21 on 350 shares. AWSL up 11. GPHBF up 10. NFEC up 7. POWI up 7 with volume after reporting. NANX up 6. VWDRY up 6 after reporting. ARVCF up 5 with heavy volume.

PRHL down 21. CHGT down 20. VSPC down 16. ACFN down 10. XSNX down 8. HYSR down 7. ENZR, SUNEQ down 5. SPWR, WATT down 4.

Thursday, April 28, 2016

THURSDAY CLOSE .... MARKET DOWN 210/57/19


WTI over $45, Brent over $47. US natgas $2.07.

N Korea missile test fail.
Cruz "Lucifer in the flesh": Boehner.

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

PRHL up 40. DPSM up 36. CHGT up 30. BFRE up 27 with extreme volume. BSRC up 15. ACFN up 13. CCTC up 10. PALAF up 9. RVLT up 9 with heavy volume. BLDP up 8 with heavy volume. CREG up 8. ENZR up 7. NVIC up 6. BWEN up 5 with very heavy volume after reporting. BLSP, SKYS up 5.

ABGB down 26. ESPH down 15. QTWWQ down 13. PSPW down 12. FCSMF down 10. ULBI down 10 with volume after reporting. FSLR down 8 with heavy volume after reporting. LEDS down 8 with volume. QTMM down 7 with volume. NANX down 6 with very heavy volume. SEDG down 6. VSLR down 5.

GLOBAL PV SOLAR MONITORING SECTOR SET TO REACH 242GW THIS YEAR: GTM RESEARCH


Solar tariffs under 7.2 cents/Kwh in India auction.

German Postal Service wants to make its own EVs for 30K vehicle fleet.

2 German states have hit 100% clean/renewable powergen.

Energy/Water Bill at impasse in US Senate.

House of Lords voted to preserve onshore wind farm subsidies.

UK added 365Mw solar power in 1Q: DECC.

Statoil bought 1/2 of $1.4B EON offshore Germany wind power project.

Sybac Solar cancelled planned 10Mw project in NY. Long Island Authority overreach.

S African 50Mw concentrated solar plant produced power for continuous 161 hours. ACWA Power.

First Solar, Enel, EDF among 34 bidders for 350Mw solar project in Abu Dhabi.

Sky Power chose EPC to partner on 350Mw solar project in India.

First Solar (FSLR) sales $848M in 1Q, down $94M from 4Q15, up $469M v. 1Q15. Earnings $1.66/share v. $1.60 in 4Q15. Low end of '16 earnings projection raised slightly.

Gamesa got 136Mw wind turbine order from Brazil project.

Powervault launching new home energy storage products in UK.

Ford planning long-range EV.

Tesla Model S now over 300-mile range: EPA.

Fisker Karma ready for EV market liftoff .... again.

Hybrid Toyota models planned for China in '18.

Renault EV sales over 50K to date.

Proterra passed 150 orders for el buses.

Pirates' oil thefts cost Nigeria ~$1.5B/month.

Official global proven oil reserves of 1.7T bls almost 2x the real size: study.

Effects from Chernobyl still linger in N Wales.

Everglades seagrass dieoff worries.

THURSDAY OPEN .... DOW DOWN 65, NAZ UP 10, S&P DOWN 1


WTI over $45, Brent over $47.

US GDP up .5% in 1Q
Bank of Japan held off on more stimulus.

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

AWSL, QTWWQ up 14. CERE up 8 with news. SKYS, SENY up 5.

PSPW down 45. ABGB down 26 with volume. AMLM down 22. ACFN down 12. XSNX down 10. FSLR down 7 with volume after reporting. ZAAP, ASTI down 6. CCTC down 5.

Wednesday, April 27, 2016

WEDNESDAY CLOSE .... DOW UP 51, NAZ DOWN 25, S&P UP 3. FED HELD RATES UNCHANGED. JUNE RAISE PROBABLE.


WTI over $45, Brent over $47. US natgas $2.00.

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

VSPC up 28. NANO up 13, new high with extreme volume. ACFN up 12. ACPW up 11 with very heavy volume. CCTC up 11. CSUNY up 8. CCGI, VSLR, ZNNMF up 7. CREE up 5 with volume after reporting. AMSC flat, new high.

ALTI down 75 on 900 shares. ABGB down 26. PSPW down 25 with very heavy volume. QTWWQ down 25. MEEC, SENY down 13. AWSL down 9, new low with volume. ENZR down 7. LEDS down 1, new low.

INTERNATIONAL SOLAR ALLIANCE WANTS TO MOBILIZE $1T FOR SOLAR INVESTMENT. LAUNCHED BY INDIA, FRANCE.


Global solar installs set to reach over 66Gw this year.

Mosaic raising $200M for US home solar loans.

New $50M Australia green bond to provide cheaper finance for rooftop solar.

European energy giants collaborating on EV batt recycling initiative.

US Senate added boost to wind power to energy, water bill near vote. Bill now stalled, though, over Iran amendment.

Germany plans $1.4B incentives for EVs.

Sun Edison (SUNEQ) selling 202Mw of Chile solar projects to Chile comp.

First Solar (FSLR) 1Q sales expected to be 2x higher.

IFC loan for 90Mw wind power project in Kenya.

Alta Devices (Hanergy unit) reached record 31.6% solar cell efficiency. Changes economics for unmanned aerial vehicles. Dual-junction gallium arsenide with indium gallium phosphide. Simple-junction cells have 28.8% efficiency. Already being shipped.

Sunpower (SPWR) collaborating with AT&T on solar-powered internet-of-things tech rollout for homes.

NREL finding nanotube semiconductors well-suited for PV solar systems.

UBS analyst dubs Tesla Model 3 unprofitable. Tesla responded with batt pricing.

Siemens got order for 714Mw offshore England wind project. 7MW turbines.

2 new EVs coming soon from Honda.

Leclanche $29M order for 53Mwh batt power storage system in Ontario. Part of $45M project.

Russia steel mills booming.

650K bl "illegal" oil shipment left E Libya.

Central Appalachian coal selling for ~$42/ton: EIA.

Dannon setting animal welfare, enviro rules for farms.

EPA urging bottled water for lead-laced drinking water in Illinois city.

Massachusetts $2M for testing lead at school water fountains.

5,600 fish died from Colorado chem leak into river.

WEDNESDAY OPEN .... MARKET DOWN 49/52/4 MOSTLY ON APPLE


WTI ~$45, Brent over $46.

Venezuela ordered 2-day work week. (On the brink.)

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

CHGT up 37. AMRS up 19 with very heavy volume, news. NANO up 16, new high with heavy volume after reporting. PRHL up 14. BBLUQ, ZAAP up 13. BFRE up 12. ACPW up 11 with very heavy volume after yesterday's plunge. VSPC up 11. PNPL up 10. VSLR up 9. LTBR up 8. ZNNMF up 7. CREE up 4 after reporting. AMSC up 1, new high.

ALTI down 33 (extreme moves on extremely light volume). ENZR, QTWWQ down 10. GPHBF down 8 with heavy volume.

Tuesday, April 26, 2016

TUESDAY CLOSE .... MARKET FLAT/MIXED


WTI ~$44, Brent over $45. US natgas $2.03.

Exxon lost "AAA" Standard & Poor's rating held since depression.

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

ALTI up 87 on ~$500 buy. (Some market, A?) BFRE up 18 with extreme volume. GRPH up 18. ESPH up 17 with volume. DPSM up 16 with volume. CHGT, LYSDY up 14. SENY up 11. AIXG up 10 with volume. LMRMF up 10. AMLM, MEEC, QTWWQ up 9. AMSC up 8, new high with volume. SUNEQ up 7. SCTY up 5. CSIQ up 2 after reporting.

ACPW down 49 with extreme volume, new low after reporting. BBLUQ down 18, new low. AWSL down 13, new low with heavy volume. RNWEF down 13. PRHL down 12, new low. PNPL down 12. NFEC down 9. FCSMF down 9 with volume. LTBR down 8, new low with volume. CCGI, CCTC, SKYS down 7.

NOTICE CHANGE FROM HTTP TO HTTPS

GLOBAL GROWTH COULD BE COMING TO THE END FROM RESOURCE DEPLETION: UK REPORT


China halted plans for new coal plants in regions with surplus power supply, postponed building some already OK'd.

China total solar capacity passed 50Gw.

Sauds plan 9.5Gw clean/renewable power by '30.

BRICS Bank OK'd $811M of funds for clean/ren projects.

$500M loan for Sumatra electrification.

NY State to spend $150M more on clean power projects.

Satellite failure may threaten sea ice data.

New cars meeting, beating fuel efficiency targets.

Mitsubishi: fake fuel tests date back 25 years.

Venezuela started power rationing. Power off 4 hours/day.

Brits can now buy solar panels at Ikea.

Pattern Energy, Green Power finished 14Mw solar plant in Japan.

EDF Renewable US bought groSolar.

Siemens got contract for 385Mw wind project offshore Germany. 6Mw turbines.

Minster, Ohio finished 3Mw solar/7Mw batt power storage system.

Iberdrola (IBDRY) raised Euro1B in green bonds.

Iran, S Korea nuclear power cooperation talks.

New PA reactor passed enviro review.

Samsung dropping fuel cell development program.

Diesel glut in Europe. May run out of onshore storage space.

New UK shale basin could add up to $74B to their econ: study.

India crude imports up 6.7% in FY '15 to over 4Mb/d.

India inaugurated their 1st cellulosic ethanol plant.

Uganda to pipe its oil through Tanzania, not Kenya.

New oil find in deepwater offshore Brazil. Statoil, Petrobras, Repsol Sinopec.

Total US fossil energy production up 6th year in row. Oil up 8%, natgas liquids up 9%, natgas up 5%, coal down 10%.

1st shipment of US LNG to Europe to reach Portugal this week.

China stockpiling oil at highest rate in over a decade.

China March ethanol imports double Feb's, most from US. 1Q imports up over 25x.

TUESDAY OPEN .... MARKET FLAT/MIXED


WTI over $43, Brent over $45.

US Fed meeting.
US durable goods orders up less than expected.

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

CERE up 21 with extreme volume, news. QTWWQ up 13 with news. LYSDY up 12. AIXG up 11 with volume after reporting. PNPL up 9. ABGB up 6. SCTY up 4. AMSC up 1, new high.

ACPW down 35, new low with very heavy volume after reporting. ESPH down 23 with volume. RNWEF down 13. QTMM down 9. FCSMF down 9 with volume. SUNEQ, CCGI down 8. ACFN down 7. OOIL down 6, new low. SKYS down 5. LEDS down 5 with volume.

Monday, April 25, 2016

I FLEW OVER PLASTIC WASTE (IN THE PACIFIC) AS BIG AS A CONTINENT: PILOT OF SOLAR IMPULSE

MONDAY CLOSE ....MARKET DOWN 26/10/3


WTI under $43, Brent under $45. US natgas $2.07.

Appeals court reinstated Brady "deflategate" suspension. (Unbelievable, yea? Courts dealing with THAT?! Not sure what that says about US.)

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

PSON up 53. LSCG up 11 with volume. PRHL up 10 with heavy volume. AWSL up 7 with heavy volume. RNWEF up 6 with volume. ZAAP up 6.

PSPW down 36. QTWWQ down 26 with news. BBLUQ down 17, new low. FCSMF down 11. ENZR down 10. LMRMF down 9 with news. ENOC, MEEC down 8. HYSR down 7. SCTY, SKYS down 6. ZNNMF, CLNT, AMRC down 5. SUNW down 4. WNDW down 3.

INDIA TARGET 48GW SOLAR BY MARCH '19


World Bank new plan for 30Gw clean/renewable power.

China transfer from coal to natgas powergen well underway. Plans for 3 more LNG terminals.

Indonesia got $327M clean/ren power investment in 1Q16.

Iberdrola raised E1B of green bonds.

$1B of green bonds soon from India.

Mumbai to get electric buses.

Global push growing for carbon tax. Some arguing for upping gasoline tax.

New Amazon hydrodam halted over concern for indigenous people.

Vibrant coral reef discovered near Amazon mouth.

Siberia's permafrost melt runoff speeding Arctic acidification.

Smog reduces plant diversity: study.

Nissan EV fleet sales up 45% in Europe in '15.

Washington State upped EV subsidies.

Chernobyl residue in Belarus milk.

New funding to protect African forest.

NY governor rejected new natgas pipeline meant to service fracking.

US oil rig count down 7 last week. Natgas rigs down 1.

Total oil industry debt ~$3T. At least $1T /yr being spent on unprofitable projects. 2/3 of world's 400 largest oil projects unprofitable under $70 oil: Goldman Sachs.

Iran says they'll reach 4Mb/d oil production by June, saying production was 3.5M in March. Still looking for tankers to ship it. Iran econ to grow est. 4% this year: IMF. Still owed ~E6.5B from countries who bought oil even though Iran couldn't get paid while under sanctions. Iran wants Swede tech for power sector.

Syria rebs no longer attending peace talks. Fighting has resumed in most areas. US sending 250 more special forces troops.

Officials of N Iraq oil comp arrested on corruption charges.

US has moved artillery within range of ISIS defenses of Mosul.

UK may soon deploy troops to Libya to support new unity govt.

Saud govt employs ~2/3 of Saudis in jobs. 80% working for private comps are foreigners.

Venezuela inflation forecast to reach 500% this year. Low water level could shutdown hydropower dam supplying 65% of country's el. 6 feet more to go in reservoir.

China to build floating nuke power stations.

Dubai comp to crowd source for solar in Africa.

Statoil, E.ON partnering on E1.2B offshore wind project.

N Ireland OK'd 46Mw solar park.

GE 1Q16 clean/ren energy sales up 62% on offshore wind.

IF YOU CAN'T GET BLOG SOON, ADD "S" TO HTTP

MONDAY OPEN .... MARKET DOWN 129/21/7


WTI over $43, Brent over $45.

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

PRHL up 10 with news. AWSL up 7 with very heavy volume. LEOM up 7, up 3x last 12 months. RNWEF up 6 with heavy volume.

QTWWQ down 14. BBLUQ down 8. ACFN, HYSR down 7. LTBR down 4, new low with news. SCTY down 4.

Saturday, April 23, 2016

FRIDAY CLOSE .... DOW UP 21, NAZ DOWN 39 ON QUARTER REPORTS, S&P FLAT


WTI over $43, Brent over $45. US natgas $2.14.

UN wants emergency meeting to rescue Syria ceasefire.
N Korea missile launch from sub. (Sub could get to US waters, obviously.)

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

BLQN up 85 on 100 shares. GRPH up 13. QTWWQ up 11. XSNX up 10. ZNNMF up 8. BSRC, ENZR, HYSR up 7. BLSP up 6. VSLR up 6 with volume. SUNW up another 5, up 20% in days on outlook. LEDS up 4 off new low with volume. SENY up 3 with very heavy volume.

PSON down 25. PNPL down 21 with heavy volume. LSCG down 20. AWSL down 17. CHGT down 14. ACFN down 9 with volume. NVIC down 9. ESPH, LYSDY down 8. HMGLF down 7 with volume. GPHBF, SRWRF, ERII down 6. LTBR down 4, new low.

Friday, April 22, 2016

UP TO 170 COUNTRIES SIGNING PARIS CLIMATE ACCORDS TODAY. HAPPY EARTH DAY Y'ALL

170 countries more than 3x number required for ratification, over 85% of UN members.

Global investor associations, Global Infrastructure Coalition stated support for $1T investment in solar powergen by '30. Part of goal to increase clean power investment $1T/yr more to achieve Paris goals.

Terrawatt Initiative, Climate Bonds Initiative partnering to help accelerate global finance for solar power.

Italy PM raised clean/renewable power target to 50%.

US surpassed 1M solar installs.

London Stock Exchange joined Climate Bonds Initiative.

Over $10B sanctioned by India banks for clean/renewable power investment.

California bought $200M of World Bank green bonds.

UN official warning of climate policy "sabotage" by GOP.

India calling for coal tax.

Honda to offer more "green" cars in US.

VW $18.2B hit from diesel cheat.

Vestas (VWDRY) to help Iran develop wind powergen.

Masdar finished 30Mw solar, solar/diesel hybrid projects in remote areas of Egypt.

Azerbaijan adding 7Mw more of small hydropower.

Hemlock suing JA Solar (JASO) over breach of supply contract.

Australia city calling for tenders for floating solar project.

Ecotricity bought Sun Edison's (SUNEQ) UK residential solar business.

India's Mytrah Energy got $175M finance commit from Asia Development Bank.

Finland's Fortum to invest up to E400M in India solar power development.

Russia, Sauds to pump as much oil as possible: report.

OPEC production up 15Kb/d in March.

Chernobyl to remain an environmental threat for 3K years.

TEPCO officials criminally charged for negligence in Fukushima tragedy.

California designated styrene as known carcinogen.

US states resisting EPA call to post lead pipe info inline.

Barely any new Arctic sea ice formed this past winter.

Solar-powered plane took off from Hawaii for California.

FRIDAY OPEN .... DOW UP 23, NAZ DOWN 39, S&P UP 2


WTI ~$44, Brent over $45.

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

AMLM up 49. SENY up 7. CLNT, ENZR, VSLR, ZNNMF up 6.

PNPL down 37. ACFN down 14 with volume. ESPH down 11. PRHL down 9, new low. CERE down 8. SRWRF down 6.

Thursday, April 21, 2016

THURSDAY CLOSE .... MARKET DOWN 113/2/11


WTI under $44, Brent under $45. US natgas $2.06.

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

PSPW up 53. ACFN up 38 with extreme volume, news. PSON up 33. AWSL, MEEC up 18. GLBL up 15 with volume, news. BNET up 15. MKTY up 12. WEST, LYSDY up 11. CCGI up 10 with heavy volume. AETI, GPRC up 9 with very heavy volume. AMTX up 8. SUNW up 7 with volume, news. LSCG up 6 with volume. TERP up 6 with news. ERII up 2, new high.

PNPL down 27. BFRE down 23, new low. GRPH down 22. XSNX down 15. AMLM down 14 with very heavy volume after new high (hit a ceiling). ESPH, NVIC down 12. DPSM down 11. LEDS down 11, new low with very heavy volume. QTWWQ down 10 with news. BLSP down 9. RGSE down 7. LYTS down 4 with heavy volume after reporting.

PARIS ACCORD A $13 TRILLION OPPORTUNITY


Mideast, N Africa to Europe supergrid could facilitate near 100% clean/renewable powergen.

Renewable Portfolio Standards by US states responsible for over half of US clean/ren powergen growth since '00: LBNL.

San Francisco now requires solar on all new buildings.

Over 1/2 US population live in counties with unhealthy air pollution: American Lung Assoc.

113*F in India. 160 deaths.

Mitsubishi admitted emissions cheat. VW to pay US diesel owners $5K each, to buy back 500K diesels, set up $1B comp fund.

Sun Edison (SUNE) filed bankruptcy.

Energy Focus (EFOI) new line of LEDs.

Canadian Solar (CSIQ) turned on 6 new solar plants in UK.

Near 400K orders for Model 3 at Tesla: Elon.

Silicon Ranch got PPA for 53Mw solar project for US Navy.

Hero Future Energies (India) to raise $150M equity.

Eni to invest over $22B in Africa oil/gas over next 4 yrs. 60% of investment. Fast tracking $14B giant NG field offshore Egypt.

Kinder Morgan cancelled New England natgas pipeline plan.

Iran having trouble finding enough tankers to export oil. 1/2 of their 55-60 ship fleet being used to store oil. Others need safety overhauls to legally enter foreign ports. Many tankers of global fleet in traffic jams to unload, load around world. And there still are sanctions on Iran finance.

Libya unity govt gaining recognition, strength. ISIS losing ground.

India to hit E5 mandate with US, Brazil imports for industry use.

BHP selling Indonesia coal ops.

Norway Sovereign Wealth Fund excluding 52 coal-related comps.

Statoil, partners 1st production from deepwater pre-salt oil/gas formation offshore Brazil. Statoil also getting into wind power.

THURSDAY OPEN .... MARKET DOWN 45/13/5


WTI under $44, Brent near $45.

China looks like US before '08 crisis: Soros.
US jobless claims lowest since '73.
Stimulus working: Draghi.

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

ACFN up 32 with volume, news. AWSL up 22. CHGT up 15. AETI up 14 with volume. AMLM up 14 with heavy volume. WEST up 11. GPHBF up 10. GLBL up 8 with news of SUNE bankruptcy. TERP up 6 with same news. AMTX, LTBR, PRHL up 6. ERII up 5, another new high. SCTY up another 5.

VSPC down 17 on 1K shares. BBLUQ down 12, new low. NVIC down 12. LYTS down 9 after reporting. LEDS down 6.

Wednesday, April 20, 2016

THURSDAY CLOSE .... MARKET UP 42/7/1


WTI over $42, Brent over $45. US natgas $2.08.
$ goes down = oil goes up.
Iraq says maybe OPEC production freeze meeting in May.

Iran terror victims win in US Supreme Court. $2B at stake.
Tubman on $20 bill?!

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

BFRE up 44 with very heavy volume. CCGI up 35, new high with very heavy volume after reporting. GRPH up 34. AMLM up 16 with heavy volume. DPSM up 16. ADES up 12 with heavy volume after reporting. ATTBF up 10. SCTY up 7 with volume, news. TERP up 7 with news. ERII up 7, new high with volume, news. SUNW, SUNE, OPWR up 6. CSIQ up 4 after reporting.

PSPW down 37 on 300 shares. QTWWQ down 22. LEXG down 17. LSCG, MEEC, CHGT down 15. CLNE down 10 with volume. LYSDY down 10. LEDS down 9. OPTT down 8. PRHL down 6, new low with volume. AEIS down 5 with volume.

GLOBAL CLEAN ENERGY INVESTMENT DOWN 22% FROM 4Q15 TO $53B IN 1Q16 FROM CHINA SLOWDOWN: BLOOMBERG


12% less than 1Q15. China invested $11.8B in 1Q16, down 37% yoy, down 50% from 4Q15. US investment up 7% in 1Q16 to $9.7B. Europe investment up 70% 1Q16 yoy to $17B with several offshore wind projects.

Global solar PV manufacturing expansion plans over 22Gw in 1Q16: PV Tech. 49Gw in last 2 quarters. Module assembly expansion announcements ~12Gw in 1Q16, ~ same as 4Q15. Leaders - China, India, S Korea, Malaysia, Vietnam.

US Senate passed energy reform legislation. Conference talks with House next step.

San Francisco 100% rooftop solar legislation. (More details somewhere, to be sure.)

Put a price on America's nature to protect it: World Bank.

NY agreement between utilities, solar developers on new solar net metering plan.

Iran banned imports of incandescent light bulbs. Also, no more production of incandescent bulbs over 40w in country.

CREE unveiled new line of LED streetlights.

Solar projects - 35Mw total - cancelled in south, central Russia. Ruble deval made them too costly.

BYD (BYDDF) entering US EV market with electric buses.

New EV planned for Brazil.

Energy Recovery (ERII) $11M deal to build natgas processing plant in Mideast.

Germany asking Belgium to shut down 2 nuke reactors.

Vestas (VWDRY) to test 4-rotor wind tower with Tech U of Denmark.

NREL researching capture of waste heat with nanotubes.

10Mwh energy storage project in India. Panasonic/AES.

Russia won $50B ruling in decade-old Yukos suit.

Turks to invest in 480Mw combined-cycle natgas power plant project in Iran.

Vattenfall selling its German coal ops.

Coal stockpiles at US power plants highest in at least 25 yrs: EIA.

Nestle axed GMO ingredients, additives in some US ice creams.

1/2 of Great Barrier Reef coral dead or dying: report.

Bluefin tuna population down 97%: study.

Criminal charges filed in Flint water crisis.

Cameroon torched huge pile of ivory. (I'll ask again: why not sell the ivory to raise funds to stop elephant poaching?)

THURSDAY OPEN .... MARKET UP 13/9/--


WTI under $41, Brent under $44.
Kuwait oil workers strike over.

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

DPSM up 96. AMLM up 26 with volume. HMGLF up 8, new high. BBLUQ, SUNE up 7. MGPHF up 6, new high. ADES up 6 after reporting. ERII up 5, new high with news. CREE up 3 with news.

QTWWQ down 15. CABN down 9. CLNE down 8. LYSDY down 7.

Tuesday, April 19, 2016

TUESDAY CLOSE .... DOW UP 49, NAZ DOWN 19, S&P UP 6


WTI ~$41, Brent ~$44. US natgas $2.09.

Syria truce collapse.
US housing starts down.
Trump's jet not registered to fly?!

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

AMLM up 28 with very heavy volume. PSPW up 20, up 12x from 12-month bottom. ENZR up 16 with very heavy volume. CCGI up 14 with volume. CABN, SENY up 10. NGLPF up 10 with volume. CLNE, GPRC, LYSDY up 9. HMGLF up 8, new high with heavy volume.

AWSL down 18. BSRC down 16 with volume. BBLUQ down 9, new low. SUNE down 8. WATT down 5 off new high. OOIL down 4, new low.

STATE POWER PLANT SUBSIDIES STRUCK DOWN UNANIMOUSLY BY US SUPREME COURT


Ruling backs up FERC, goes against EPA. Case was about Maryland backing natgas power plants.

7 more states asking Supreme Court to gut EPA mercury pollution rule.

New Development Bank (formerly BRICS Development Bank) $811M 1st round loans for clean/renewable power projects in Brazil, India, S Africa, China.

Minnesota judge recommends adopting Fed "social cost" of carbon.

Palestinian membership disqualifies UN from giving climate aid: GOP.

Sanders calling for national fracking ban. Clinton OK with fracking that meets certain criteria, community backing.

Global wind power led all techs in '15 new powergen: Global Wind Energy Council. Over 63Gw. China led with over 30Gw, their total now 145Gw.

Fossil fuel powergen could be phased out globally within a decade: Sussex Energy Group.

Chesapeake Bay pollution dropping: report. Denmark model for Maryland nutrient limits.

$9M EU funds for geothermal power exploration in Eritrea.

ReneSola 82Mw solar modules for China buyers.

1.5Mw rooftop solar plant newly online in Dubai.

Comp got contract to install 30-40Mw rooftop solar in Dubai.

SPI Energy financed for 20Mw solar project.

China 3 Gorges seeks licenses for 99Mw wind project.

BLM OK'd 50Mw rail energy storage project in Nevada. ~60% cost of pumped hydro.

BYD (BYDDF) now preferred partner with Masdar (UAE).

Utility to take Melbourne Australia suburb off grid with solar + energy storage.

New method by Fin researchers extracts lithium from natural brine with 99.9% purity.

Oil reserves offshore Senegal est. up 20% to 561M bls.

US natgas production up 5% in '15 to 79BCF/month.

US coal consumption on pace to fall 7% this year: EIA.

Boko Harem in Nigeria making its own biodiesel from stolen peanuts. (Could drone strike their processing plants? Or more?)

Belarus still spends 20% of its budget on Chernobyl.

Snyder to drink Flint tap water for a month.

500 students ill at China school built on toxic waste dump.

TUESDAY OPEN .... DOW UP 78, NAZ DOWN 6, S&P UP 9


WTI over $40, Brent over $43.

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

AMLM up 24 with volume. ZAAP up 16. NFEC up 9. CLNE, SKYS up 7. HMGLF up 7, new high with volume. CERE up 6 after reporting. LYTS, ERII up 1, new highs. WATT, OLED flat, new highs.

CHGT down 13. BSRC down 12. FCSMF down 6. OOIL down 4, new low.

Monday, April 18, 2016

MONDAY CLOSE .... MARKET UP 106/21/13


WTI ~$40, Brent ~$43. US natgas $1.93.

ISIS revenues down 30% yoy.
200 more US troops, Apache helicopters to Iraq.
Target increasing minimum wage to $10.

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

LSCG up 25 with volume. AWSL up 22. BOPO up 17. EVSI up 16. BSRC up 14 with volume. HMGLF up 14, new high with very heavy volume. LMRMF up 13. CCGI up 12 with heavy volume. ULBI up 11 with heavy volume. NTCXF up 10. NGLPF up 9 with volume. RGSE up 9. MGPHF up 8, new high with volume. OLED up 7, new high with heavy volume. WATT up 6, new high. GLBL, SEDG up 5. ERII flat, new high.

PSPW down 16. CCTC down 13 with volume. AMLM down 13 with heavy volume. PRHL down 13, new low with heavy volume. PSWW down 12, new low with heavy volume. LEDS down 9 after reverse split. BBLUQ down 9. GPRC down 8. SENY down 8 with volume. ZNNMF, SUNE, GPHBF, QTWWQ down 7. LTBR down 5, new low. OOIL down 2, new low.

HIGHER CO2 LEVELS IN ATMOS MAY MAKE PLANTS HIGHER IN CARBS, LOWER IN PROTEIN: RESEARCH


Labor strike in Kuwait cutting their oil production 60% - 1.7Mb/d.

20 inches of rain in Houston - a month's worth.

Germany set to launch 2.9Gw offshore wind tender next year.

Natgas systems US' largest source of methane emissions in '14 - 1/3 of total: EPA.

N Korea to sign Paris climate accord.

India willing to invest up to $20B in Iran oil/gas industry.

China powergen up 1.8% in 1Q year over year. (Usually indicator of GDP growth. China says not anymore because of service sector growth.) March up 4% yoy.

US oil rig count down 3 last week. Natgas rigs no change.

Canada exported record 3.2Mb/d to US last year: EIA. Up 10% from '14. 43% of US imports. US exported 422Kb/d to Canada.

Mass' Pilgrim nuke plant to be refueled next year, pushing shutdown to mid-'19.

20Mw new solar plant now online in China. $30M to build.

Greencoat 100M Pound predicted yieldco share sale.

Fuel Cell Energy (FCEL) got $25M loan.

1.25Mwh Aquion Energy aqeous hybrid-ion batt to support 16Mw solar farm in Puerto Rico. Saltwater electrolyte. Manganese oxide cathode. Carbon composite anode. Cradle-to-cradle recycling.

REC Solar switching all Singapore solar cell production to half-cut PERC tech. ~$180M cost to convert lines. $45M new R/D next 5 yrs. PERC 1.35x more power than solar PV. Uses reflected light.

ElectrIQ launching 10Kwh lith-ion home energy storage system this fall.

20Mw solar farm connected to grid in Ghana by China comp. $30M cost.

Oregon comp cancelled plans for LNG terminal.

MONDAY OPEN .... MARKET UP 41/12/4


WTI ~$39, Brent under $42.
No Doha deal.

China says 1Q GDP up 6.7%. Experts say more likely 3-4%. March imports down 7.6% year over year.
Yemen peace talks start.
Rouseff lost Brazil impeachment vote.

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

EVSI up 15. HMGLF up 10 with volume. BSRC, RGSE up 9. CCGI up 9 with volume. NTCXF, QTMM, OPTT up 7. OLED up 4, another new high.

AMLM down 17. PRHL down 15. XSNX down 13. SUNE down 11. QTWWQ down 7.

Sunday, April 17, 2016

Saturday, April 16, 2016

RISING OCEAN TEMPS FROM GHG EMISSIONS ABSORBTION ACCOUNT FOR ~1/3 OF SEA RISE


March was Earth's 11th-straight hottest month since records began.

Clean/renewable power 10.3% of world powergen in '15, up from 9.1% in '14. 33% in '15 including nuke, hydropower.

EPA doubling down on mercury emissions rules. Litigation likely.

Cruz blasting NY fracking ban. (Paying back his donors.)

W Atlantic faces avg. storm season: report.

US data on quality of rivers, streams outdated: report.

Apple ordered 100M iPhone organic LED displays from OLED.

Wisconsin law changes managed forests.

French court struck down GMO maize ban.

FRIDAY CLOSE .... MARKET DOWN 29/7/2


WTI under $41, Brent ~$43. US natgas $1.90.
Iran won't attend Doha.
Sauds say they could add 1Mb/d production "immediately" in response to Iran.

Syria truce fraying.
G20 threatening penalties on tax havens.

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

PRHL up 26. QTWWQ up 25. AMLM up 22 with very heavy volume. XSNX up 12. MGPHF up 10 with heavy volume. ACFN up 9. CCTC, VSPC up 8. CREG up 7. OOIL up 4 off new low with news. ERII up 2, new high. AEIS flat, new high.

SUNE down 36 with heavy volume, news. (Bankruptcy expected over weekend.) LSCG down 20 with heavy volume after reporting. AWSL down 18, new low. CABN down 16. FCSMF down 10. CDTI down 8 with heavy volume, news. OPTT down 8. LTBR down 7, new low with volume. TERP down 7 with SUNE news. LMRMF down 7.

Friday, April 15, 2016

US SOLAR INDUSTRY JOBS UP 20% IN '15


Solar leaders in US: CA (over 13Gw installed), AZ (over 2.3Gw installed), NC (2Gw installed), NJ, NV, MA, NY, HI, CO, TX. (Where's the "Sunshine State"?)

Canada climate minister calling for carbon pricing.

New US rules for offshore oil/gas drilling from BP Gulf of Mex spill 6 yrs ago.

Norway's oil fund dropping dozens of coal comps from portfolio.

Buffett's MidAm Energy to build $3.6B, 2Gw Iowa wind farm.

First Solar (FSLR) making solar panels cheaper than China's top supplier (Yingli?).

Tesla Model 3 near 400K orders. Challenging Chevy Bolt.

Comp to build 6Mw waste-to-energy plant in Thailand.

FAA OK'd new av biofuel from sugar crops.

IEA sees world oil glut gone by '17.

Step taken on US, S Korea nuke power accord. Last accord in '74.

Norwegian comp to spend Euro540M on wind projects.

Orange Renewable got PPA for 100Mw solar project.

Sun Edison (SUNE) in bankruptcy loan negotiations (stock down over 20% today).

Nordbank financing 50Mw Dane solar project.

Asia Clean Capital $20M rooftop solar deal.

SemiLEDs (LEDS) 1:10 reverse split effective Monday.

Carbyne made for 1st time at U of Vienna. Stronger than graphene, other propitious properties.

FRIDAY OPEN .... MARKET DOWN 12/9/4


WTI under $41, Brent under $43.
OPEC/Russia meeting this weekend.
Brazil impeachment vote this weekend.

US manufacturing down most since Feb '15.
China econ stable in 1Q.
N Korea missile launch fail.

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

VSPC up 20. QTMM up 18. BLSP up 9. MGPHF up 9 with heavy volume.

PSPW down 58. SUNE down 24 with volume, news. CCGI down 13 with volume after reporting. ENZR down 12. BBLUQ down 11. BSRC down 9. AMLM down 8. CDTI down 7 with heavy volume, news. GLBL down 6.

Thursday, April 14, 2016

THURSDAY CLOSE .... MARKET FLAT/MIXED


WTI over $41, Brent over $43. US natgas $1.97.

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

SUNE up 58 with heavy volume with news. AMLM up 36 with very heavy volume, intraday double. ALTI up 32, also intraday double. LEOM up 29. ENZR up 21. CABN up 13. LSCG up 11 after reporting. BBLUQ up 10. GPRC up 9. AMTX, AWSL up 7. BSRC up 7 with volume. EFOI up 4. OLED up 3, new high with volume (PE near 58, go fig).

QTWWQ down 25. PSWW down 16. MEEC down 12. EVSI, LYSDY down 10. BLSP, OPTT down 9. GPHBF down 7 with heavy volume. HNGLF down 7 with very heavy volume.

GREENLAND ICE MELT RECORD 2 MONTHS EARLY START


US wind industry jobs up 20% in '15 to 88K. Permanent wind farm jobs up 10% to 21K (43 states).

Oil/gas industry had underlying knowledge of global warming climate change 60 yrs ago: report.

Australia fossil fuel industry funneled millions into climate policy obstruction: report.

Exxon seeking to block subpoena over climate change coverup allegations.

U of Mass to sell off fossil comps investment.

Nutritional value of fish threatened by climate change: science.

Climate change parching mountain streams.

Canada mining comps back price for carbon.

Carbon markets could help countries go beyond minimum Paris commitments: IETA official.

PA increasing fracking wastewater injection oversight.

ARPA-E $30M for more research for carbon sequestration in soil. More roots = more carbon sequest theory.

Australia Renewable Energy Agency $17M for R/D funding.

USDA finding algae can produce oil from unmarketable crops.

China power use up 5.6% in March.

US Senate $37.5B spending cap for energy, water projects.

Sun Edison (SUNE) "overly optimistic" on liquidity management: report. (Stock up over 50% today after "no fraud" finding.)

EIB OK'd Eur400M for Belgium 294Mw wind project.

India '16 solar target 12Gw.

Disney World 5Mw, 22-acre solar farm in shape of Mickey.

60% of new Norway vehicle registrations in March were EVs, hybrids.

UK EV charging stations build out, work force training could boost econ 51B Pounds/yr: report.

Oregon startup to offer mini-EV for under $12K.

ORNL developing wireless EV charger with 20Kw cap, 90% efficiency.

Faraday Future broke ground on $1B EV factory outside Vegas. To use geothermal, wind, solar power, LED lighting.

Gen mod acreage globally down 1% in '15 to 444M acres. 1st drop ever since mid-'90's start. GM seeds 34% of global commercial seed market.

Malaysia incinerated 10 tons of ivory. (A better idea?: use the ivory to raise money to stop elephant carnage.)

THURSDAY OPEN .... MARKET DOWN 1/8/3


WTI over $41, Brent over $44.

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

SUNE up 82 with volume, news. FCSMF up 14. RGSE up 10. ZNNMF up 9 with volume. ENPH, AMTX up 8. VSLR up 7. CCGI up 5.

QTWWQ down 28. LINE down 8. SKYS, CREG down 6. ASYS down 5.

Wednesday, April 13, 2016

WEDNESDAY CLOSE .... MARKET UP 187/75/20


WTI over $41, Brent ~$44. US natgas $2.04.

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

BFRE up 38 with volume. CABN up 32 with volume. QTWWQ up 29. PTOS up 27. EMKR up 19 with heavy volume, news. MEEC up 16. AMRC up 13. HMGLF up 11, new high with heavy volume. PSWW up 10. LYSDY up 9. ENPH up 7. SUNW up 6 with news. PEIX up 6. CSIQ, TERP up 5. KNDI up 5 with volume, news. BYDDF up 4.

AMLM down 19. ENZR, OPTT down 13. CHGT down 11. SENY down 10 with heavy volume after reporting. BSRC down 9 with heavy volume. GEVO down 8 with volume. SKYS, PRHL down 8. SUNE down 7. AMRS down 6 with volume. NTCXF down 6.

LOWER 48 US STATES HAD 4TH WARMEST MARCH ON RECORD: NASA


UN expects over 130 countries to sign Paris climate accords.

Global transition to low-meat diets could reduce costs of climate change mitigation up to 50% by '50: study.

New California strategy to slash methane, heavy climate pollutants.

Enviros suing EPA for "unreasonably delaying" regs on airplane emissions.

Yale endowment fund assessing comps' steps to reduce GHG emissions.

Zambia power blackouts from drought affecting hydropower.

N Dakota museum closed clean energy exhibit after oil, coal industry complaints. (Really.)

Peabody Energy (world's largest coal miner) filed for bankruptcy.

Hawaii Electric terminated solar projects prematurely: PUC report.

Foreign developers mostly shut out of India solar auction.

Luxemburg offering France money to close nuke power plant near border.

Hanwha Q Cells 5-year supply deal with 1366 Tech.

2 comps committing A$500M to clean energy innovation fund in Australia.

Jinko Solar 188Mw deal from Mexico's 1st auction.

Clean/ren powergen over 22% of UK power mix. Natgas over 35%.

Chesapeake blue crab population up 35%.

Study suggests link between fast food, phthalate exposure.

WEDNESDAY OPEN .... MARKET UP 118/50/14


WTI over $41, Brent over $44.

US retail sales down.
China exports up in March.

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

CABN up 27. PTOS up 27 with volume. QTWWQ up 26. EMKR up 13 with heavy volume, news. FCSMF up 10. BSRC up 9. BBLUQ up 8. AMRC, ASTI up 6. BYDDF up 4. HMGLF up 4, new high.

ENZR down 16. GEVO, SUNE down 7.

Tuesday, April 12, 2016

TUESDAY CLOSE .... MARKET UP 164/38/19


WTI ~$42, Brent over $44. US natgas $2.02.

China growing 6% among investor delusions: Gross.
Joint Nigeria-Cameroon raid on Boko Haram. Hostages released.

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

GPRC up 37 with news. CSUNY, ENZR up 18. AETI up 15. BSRC up 15 with heavy volume. GEVO up 13 with very heavy volume, news. RNWEF up 13. ASYS up 10. HYGS up 9. LEDS up 9 with volume after reporting. CCGI, EVSI up 8. CLNE, AMTX up 7. FCEL up 6 with upgrade. PEGI, PEIX up 6. LYTS up 2, new high with volume.

CABN down 33 with very heavy volume. LEOM down 20 with volume. BBLUQ down 16. ACFN down 11. AMRS down 10 with very heavy volume. SKYS down 7. RBCN down 3, new low with volume.

MELTING POLAR ICE SHEETS FROM GLOBAL WARMING CHANGING EARTH ROTATION


Over 120 faith groups urging Congress to support $750M for UN climate fund.

Judge ruled for 21 young Americans suing US over global warming climate change. Advancing to Oregon circuit court.

Extreme heat will kill est. 27K US citizens/year by 2100: White House study. Outside workers will be most affected.

Ortho dropped chem connected to bee deaths.

80% of rural China well water unsafe for drinking, bathing: report.

Gulf of Mex BP spill likely caused young dolphin deaths: study.

Red crabs swarming off Panama.

Tritium release coming up at Fukushima.

BYD plans to expand brand to compete with Tesla.

1st wind/solar/batt hybrid streetlight - 80W LED - install on Grenada. Airsynergy (Irish comp). Aris Wind has US license. Recent installs in NY. Other US cities to install soon.

Hydropower gen in India down to 17% of total from 30% years ago. 15% expected this year.

Saud comp to invest $10-12B in Egypt powergen. Up to 10Gw.

Yingli 200Mw solar contract.

World oil/gas rig count down 210 in March to 1551. Down 40% yoy.

Shell pulled out of Norway Arctic licensing round.

Vietnam told China to pull oil rig from contested waters.

Moody's cut Chevron, Shell, Total cred ratings.

Fracking contaminating drinking water in Wyoming: Stanford study.

PA jury awarded 2 families $4.2M over drinking water contamination from fracking.

US coal production down 32% year-to-date v. '15.

Argentina to boost ethanol blend to 26% next year from 12% now.

US bio/renewable diesel imports up 61% in '15.

TUESDAY OPEN .... DOW UP 51, NAZ DOWN 6, S&P UP 4


WTI over $40, Brent over $43.

IMF cut global growth outlook again, warning of stagnation.

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

ENZR up 23. CABN up 16 with volume. SENY up 15 with volume after reporting. CCTC up 11 with volume. ZAAP up 9. CCGI up 8. LIME up 7. LYTS up 3, new high.

BBLUQ down 14. ACFN down 12. AMRS down 11 with heavy volume. BLSP down 8. URRE down 8, new low with volume. SKYS down 7. SUNW down 5.

Monday, April 11, 2016

MONDAY CLOSE .... MARKET DOWN 20/17/5


WTI over $40, Brent over $42. US natgas $1.93.

Bad 1Q earnings reports expected.
Global PC shipments down near 10%.

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

BBLUQ up 29. AMLM up 25. ACFN up 22. AMRS up 21 with news, extreme volume. FCSMF up 13. LEDS up 10 with volume. AETI up 9. SUNE up 8. HYGS, QTMM up 6. FCEL up 4. ERII up 2, new high.

GPRC down 23 with volume. LSCG down 21. ALTI down 16. MEEC, QTWWQ down 10. CABN down 9 with news. URRE down 8, new low with volume. LIME, LYSDY, ENZR down 6.

FEBRUARY GLOBAL TEMPS CRUSHED JANUARY RECORD: NASA


Banks, investors pledged $7B to join Bank of America's initiative to scale up clean power investment. $8B now raised.

Emerging markets driving growth of clean power installs: IRENA.

China, US to confirm COP21 commitment on Earth Day (22nd).

Papua New Guinea 1st country to finalize clean power plan under Paris agreement.

Sun Edison's Terra Form Global (GLBL) bought 26Mw solar farm in Uruguay for $35M.

Solar City (SCTY) got another $188M finance for new projects.

Oversubscribed German solar tender reduced prices again.

500Mw Irish solar deployment coming.

Germany, Iran in talks for new E170M solar factory.

Juwi to build 90Mw solar in Colorado.

Iran to build 9 new nuke power plants by '25 to get nuke power to 10% of power mix.

Suzlon got 105Mw wind power project.

BMW launched car share service in Seattle.

2/3 of Germans would consider buying a Tesla 3: poll.

Tesla (TSLA) took 30% of US EV market in March. Tesla Model X SUV recall.

Munich car share service uses Hyundai fuel cell vehicles.

Workers evacuated 3 oil fields in E Libya from ISIS threat.

US oil rig count down 8 last week. Natgas rigs up 1.

Minnesota biodiesel use reducing CO2 emissions 7.4B pounds: study. (I didn't see a time frame fig. Maybe to date.)

BP CEO salary bump of 20% in '15 despite record company loss infuriating stockholders.

Alarm over widespread coral reef deaths.

Salmon shrinking from climate change stress: study.

MONDAY OPEN .... MARKET UP 133/41/15


WTI over $40, Brent ~$43.

Record high Iraq oil production.

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

EVSI up 19 with heavy volume. SUNE up 9. BBLUQ up 8. PEIX up 6. NTCXF, RGSE up 5. SCTY up 4 with news. TSLA up 2. ERII up 2, new high.

AMLM down 20. LEDS down 7 on 50 shares. LIME down 7 with volume. GEVO down 6. QTWWQ down 6, new low. URRE down 6, new low with news. SENY down 5. OOIL down 5, new low.

Saturday, April 9, 2016

FRIDAY CLOSE .... MARKET UP 35/2/5


WTI over $39, Brent ~$42. US natgas $1.99.

Space X landed a rocket at sea.

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

LSCG up 27 on 200 shares. BSRC up 20 with very heavy volume. BBLUQ up 20. AMLM up 11 with extreme volume. AWSL up 9. GEVO, HYSR up 8. CCTC, GPRE, BLSP up 7. AETI, AMTX, LMRMF up 6. ERII up 5, new high, up over 5x from bottom. ACFN up 5.

ALTI down 23. BOPO down 17. CABN down 15 with volume. GPRC down 12. CCGI down 11. QTWWQ down 10. SUNE, LEDS, CSUNY down 9. SKYS down 8. ENPH down 5. URRE down 5 with heavy volume. AMRC down 2, new low.

Friday, April 8, 2016

GLOBAL CLEAN/REN POWERGEN UP 152GW - 8.3% - IN '15: IRENA


Now 1,985Gw. Record $286B invested in '15. Wind power up 17% - 63Gw. Solar up 37% - 47Gw.

Corporate funds for global solar sector dropped to $2.8b in 1Q16: Mercom. Down 56% yoy. $6.9B in 4Q15. VC solar funding $406M - 23 deals - in 1Q16 v. $457M - 17 deals - in 4Q15. (Sunnova raised $300M.)

Jinko delivered 23Mw to Jordan project.

Graphene film-enhanced solar cells use rain for all-weather cells: China research.

WORLD BANK TO AID DEPLOY OF 30GW CLEAN/REN POWERGEN IN DEVELOPING COUNTRIES BY '20.


World Bank also to invest in climate-smart ag for at least 40 countries. And in early-warning systems for extreme weather for 100M folks. To mobilize $25B for commercial finance next 5 yrs.

IFC to expand climate investment from present $2.2B/yr to $3.5B/yr by '20. To also help leverage $13B/yr from private sector.

Banks, investors pledged $8B for clean power.

Climate change threatens to drive 100M more people into poverty globally over next 15 yrs: World Bank exec.

Climate models may overstate clouds' cooling power: research.

Low-income households spend near 10% income on el.

Massachusetts House passed compromise solar power incentive bill. Now to Senate. Raises net meter cap 3% short term. And bills to solar implementers.

Google to provide seed funding for Asia clean power.

Hawaii (HECO) supporting advancements for rooftop solar on island grids.

Solar City (SCTY) another $188M finance for projects.

Costa Rico set pricing for solar net metering.

3 more Nigeria coal power plants shut down, now 10. Blackouts.

Ghana, China comp to build $1.5B, 2Gw coal power plant. China Africa Development Bank funds.

Comp plans $370M investment in biomass power in Chile.

FRIDAY OPEN .... MARKET UP 133/40/18


WTI up over $39, Brent up over $41.
Iran discounting oil prices.

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

AWSL up 13. CCTC, GPRE up 7. HYGS, OESX up 5. PEIX, SCTY up 5 with news. ERII up 5, new high.

CSUNY down 11. QTWWQ, ZAAP down 10. BSRC down 9 with news. SKYS, NFEC, CLNT down 5.

Thursday, April 7, 2016

THURSDAY CLOSE .... MARKET DOWN 174/72/24


WTI under $38, Brent under $40. US natgas $2.02.

US, Russia drafting new Syria constitution.

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

QTWWQ up 40. CSUNY up 16. ASTI up 12. ENZR, MEEC up 11. BSRC up 9 with very heavy volume. SUNE up 8 with volume. SKYS up 8 with very heavy volume. CCGI up 7. NTCXF up 4. WNDW up 2.

CABN down 16. AWSL down 15, new low. ACFN down 12. ZAAP down 10. ABGB, PSPW down 7. SSNI down 5. TSLA down 3. LTBR down 1, new low.

74GW OF NEW WIND POWER PROJECTED FOR NORTH AMERICA NEXT 10 YRS FROM LONG-TERM POLICY CERTAINTY


France unveiled 3rd offshore wind tender.

EIB issued $1.5B green bond.

GHG emissions from Australia powergen up 5.5% since removal of carbon price.

2 new perovskite solar studies from ORNL, Stanford show solar could get even much cheaper.

1st "Cleantech Revolution Tour" in Berlin this weekend.

Solar City (SCTY) closed on $150M credit facility.

Iberdrola awarded $400M contract to build 890Mw natgas combined cycle power plant in Mexico. Online in '19. Mitsubishi turbines.

Avangrid got $1.5B credit facility.

San Diego G&E contracted Hecate to build 20Mw/4Mwh energy storage system. Will supply ~28K households for 4 hrs. Lithium-ion batts.

Vestas (VWDRY) got 447Mw of orders just last week.

Greenlight Planet getting solar to 40 developing countries.

Spyker plans to release EV SUV in '17.

French EV market 1.16% of vehicle market in '15, '16 sales rising fast.

Iran plans 22Gw of new powergen. 74Gw now. Exported over 10Twh last FY for $600M, up 6% yoy. Capacity to export $10B el/yr near term, est. $30B/yr long term.

Biodegradable, compostable plastic bag market in Europe 100K tons in '15, est. over 300K/yr by '20.

3 VW dealerships suing VW over dieselgate.

Wild turkeys attacked NJ residents.

THURSDAY OPEN .... MARKET DOWN 140/43/10


WTI under $38, Brent under $40.

Venezuela making Fridays holidays to save on el.

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

QTWWQ up 15. SUNE up 11. CCGI up 10 with news. OOIL up 10. SKYS up 10 with volume. CCTC up 6. ASYS, RBCN up 5.

XSNX down 14. ENZR, ZAAP down 10. NFEC down 7.

Wednesday, April 6, 2016

ARE DRIVERLESS EVs OUR TRANSPORTATION FUTURE? WHAT DO YOU THINK?


Ocean temps help predict el prices.

DOJ lawsuit v. Halliburton (Dick Cheney's former comp) over Baker Hughes proposed merger.

Outer Banks vacationers say no to near-shore offshore wind.

World Bank, EIB financing $100M for doubling capacity of Zambia powerline.

25M people benefiting from home solar in Bangladesh.

Invenergy got finance for 257Mw wind project in Texas.

Wind-powered (vertical) LED streetlights going up in Germany.

Remote Australia solar-diesel hybrid minigrid getting .9Mwh batt storage.

10Mw power storage planned for Texas project.

Americans worried about more ethanol in fuel: poll.

Wal Mart to sell only cage-free eggs starting '25.

Renault to fix cars accused of violating emissions rules.

EPA tech corrections to mercury pollution regs.

White House to use unused Ebola funds to fight zika virus.

Giant rats menacing Pakistan.

WEDNESDAY CLOSE .... MARKET UP 112/76/21


WTI over $37, Brent over $39. US natgas $1.91.

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

SUNE up 42 with heavy volume, news. VSLR up 25 with extreme volume, coming news. SENY up 15. RVLT up 13 with heavy volume. GLBL up 12 with volume. LEDS up 11 with heavy volume. CABN up 10. BSRC up 9 with volume. AMRS up 9. GEVO up 8. SZYM up 7. LYSDY, PALAF, GPRE up 6. ACFN up 6 with volume. WATT up 5. WNDW up 4. TSLA up 3 with volume.

PTOS down 27. SKYS down 20 with heavy volume. BBLUQ down 16, new low. CREE down 14 with extreme volume after reporting, news. XSNX down 14. LSCG down 12. CCTC down 11. OOIL down 9, new low with heavy volume. QTWWQ down 7, new low. URRE down 7. LTBR down 6. RBCN down 2, new low. AETI down 1, new low.