Thursday, April 21, 2016

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.

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