TUESDAY CLOSE .... DOW DOWN 86, NAZ UP 14, S&P DOWN 2

WTI under $49, Brent under $50. US natgas $2.28.

US consumer spending up.
Libya, western forces moving on ISIS in Sirte.
New ISIS offensive in N Syria.

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

ALTI up 36. PRHL up 30 with extreme volume, report. LSCG up 19. SENY up 16. CABN up 13, new high. FCEL up 12 with volume. CCGI up 11. AMTX, LTBR up 7. SUNW up 6. RVLT, PLUG up 5. CREG up 5 off new low. AEIS up .8, new high.

AMLM down 13. RGSE down 9 with volume. FCSMF down 8. BSRC down 7. AMSC down 6 with volume after reporting. CDXS, MXWL, OPTT down 6. LEDS down 5, new low. NTCXF, CERE, AETI down 5. VSLR down 4 with heavy volume. URRE down 2, new low.

FIVE YEARS LEFT BEFORE 1.5*C GLOBAL WARMING TEMP LIMIT BLOWN: EXPERTS

1/3 of Great Barrier Reef dead or dying from coral bleaching.

Maryland governor vetoed Renewable Portfolio Standard legislation 2 months after signing US' most ambitious GHG emissions reduction target law.

Enviros looking to new legal action to halt US Pacific Coast fracking.

Fastest growing job positions in US now wind turbine technicians.

Property rights unanimous win in US Supreme Court in wetlands case of Clean Water Act.

Texas Supreme Court backed landowner in groundwater rights case.

DOE withdrawing $40M for Dominion's Virginia offshore wind demo project. Dominion wouldn't guarantee startup before '20. 2 6Mw turbines/installs now to cost est. $300-380M v. earlier $230M.

$500M wind project OK'd in Quebec.

GDF, Toyota, Orascom to build 250Mw wind project in Egypt.

Thai comp to invest $800M in 300Mw solar project in Myanmar.

Enel turned on new 160Mw solar plant in Chile. ~$270M cost.

80% of Californians unaware of $7,500 EV tax credit. 75% unaware of $2,500 state EV rebate.

55% of US northeasterners interested in EVs.

Clean/renewable 99% of new US elgen cap in 1Q16.

USDA $8.8M more for advanced biofuels development.

Biomass now 1.6% of US elgen in '15.

41% of Chevron shareholders approved climate risk disclosure resolutions. 38% at Exxon.

Suncor restarting oil sands plants in Alberta Can.

New global oil discoveries 12B bls in '15. World using ~35B/yr.

Iran flaring $3.5B/yr of natgas. New LNG facilities 2-3 years away from completion. Considering natgas pipelines to Turkey, Qatar.

Iran banning its citizens from Mecca pilgrimage over Saud relations.

More attacks over weekend on Nigeria oil facilities. Production likely down to 1.2Mb/d from 2.4M last year. President Jonathon reported not returning to country.

Venezuela owes at least $50B. Close to collapse. Oil production could stop, affecting Central Am, Carib oil supply.

Russia doubling oil exports to China.

Iran, Turkey courting Kurd oil deals.

Iraq to export 5M more bls in June.

Brunei to diversify from oil.

Alsons to start building 3 new power projects in Mindanao P.I. 210Mw coal, 15Mw run-of-river hydro.

Flint Michigan latest water pipe replacement costs doubled.

Extreme weather builds up toxins in food: study.

China plans to clean up its soil.

TUESDAY OPEN .... MARKET FLAT, MIXED. NAZ UP 13

WTI, Brent both over $49.

Euro-area inflation still negative.
N Korea missile launch fail.

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

PRHL up 13 with report. ACFN up 12. AWSL up 10. FCEL up 9. HMGLF up 7. AMTX, SENY up 6. PEIX, SUNW up 5.

ZAAP down 14. ZNNMF down 13. FCSMF, BSRC down 11. RGSE down 9. MGPHF down 7. AMSC down 6 with volume after reporting. NTCXF down 6. LEDS down 5, new low. SUNEQ, ULBI down 5. URRE down 2, new low.

FRIDAY CLOSE .... MARKET UP 45--31--9

WTI, Brent both over $49. US natgas $2.16.

Yellen: rate hike probable in coming months.
G7 vow action on econ growth, climate change.
Greenspan: global econ running toward disaster. (From the man who set the stage for the Great Recession.)

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

WWPW up 53. VSLR up 42 with extreme volume, upgrade. Up over 50-day lines. AWSL up 29. AMLM up 26. BSRC up 22. HYSR up 17 with volume. ESPH up 15. SENY up 12 with huge day spread. ZNNMF up 11. CERE, ZAAP up 8. FCSMF, GPHBF up 7. RGSE up 6 with volume, news. FCEL, FTEK, HMGLF up 6. ACFN, AMRS, ASTI, ENPH up 5.

ALTI down 26. CREG down 15, new low. PRHL down 13. CABN down 10. LYSDY down 9. CDTI down 7 with news. SCTY down 6 on downgrade. CLNT down 6. CCTC, BIOA down 5. URRE down 4, new low.

UNION STRIKES AT ALL NUCLEAR POWER PLANTS ADDING TO FRENCH CRISIS

Trump energy plan:
Bring back US coal industry
Allow oil/gas drilling wherever on public lands
Rescind environmental regs on fossil fuels industry
"Cancel" Paris climate agreement
Build Keystone XL pipeline
Cancel EPA Clean Power Plan
Stop all US money for poor countries' climate programs
Complete US energy independence
(Oy.)

Clean/renewable (sans hydro, nuke) el gen in US up 23% in 1Q v. 1Q15: EIA. Hydro up 6.5%. Clean/ren now 17% of total elgen. (I estimate near 40% with hydro, nuke.) Wind power up 33% in 1Q v. 1Q15, solar up over 31%, rooftop solar up over 35%. Solar now over 1% of total elgen. Natgas elgen up 6.7% in 1Q v. 1Q15.

Plummet in demand for California carbon allowances.

Clouds made in lab show aerosols can be made by nature.

Trina Solar earned $26.6M in 1Q, up near 2x v. 1Q15. "China market will be weak in 2H. Global market to be strong."

Sunpower (SPWR), Total launched another 164Mw solar project in Chile.

40Mw new wind power project in Spain.

2 more attacks on Nigeria crude pipelines. More oil production offline.

S Sudan to resume oil production in July.

Pemex oil production continues to fall, now down to 2.18Mb/d.

Pacific US offshore fracking poses no significant threat to environment: administration.

MIT developing biodiesel from CO2.

Atlantic hurricane season likely normal: NASA.

ADDENDUM

JA Solar (JASO) down over 3% after reporting earnings and revs beat. What is this Wall Street hate of JASO about? (Other solars jumped up after reporting similar numbers.)

FRIDAY OPEN .... MARKET UP 38--19--5

WTI, Brent both under $49.

US 1Q GDP revised up to .8% from .5%.

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

SENY up 79. AWSL up 31. VSLR up 25 with very heavy volume on upgrade. ACFN up 15. GPHBF up 12 with volume. HYSR up 11. ASTI, ESPH up 10. PNPL up 9. ZAAP up 8. VSPC, MEEC up 7. LEOM up 6. CBAK, HMGLF up 5.

CREG down 18, new low. NFEC down 6. OOIL down 5, new low. CHGT, AMTX, AETI down 5.

THURSDAY CLOSE .... MARKET FLAT/MIXED

WTI, Brent under $50. US natgas $1.96.

600K Syrians facing starvation from Assad's move East on "rebs".
Iraq retook town of Karma from ISIS.
Syrian forces closing in on ISIS-controlled oil field.
"Reb" Libya general moving toward Tripoli.
Putin approval rating down to 80%.

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

QTWWQ up 20. CDTI up 11 with heavy volume. MEEC up 10 with heavy volume. AMRS up 10. CSUNY up 9. ESPH up 8 with heavy volume. PALAF, SENY up 8. CLNT up 7. NVIC up 6. SUNW up 5. OLED up 3, new high on upgrade.

PSPW down 17 on 1K shares. ACFN, CCGI down 13. REGI down 12 on extreme volume. FCSMF down 10. AMLM, VSPC, PNPL, RGSE down 8. BSRC down 8 with volume. WPRT down 7. NFEC down 6. CREG down 6 after reverse split. AMTX, ENOC down 5. OOIL down 2, new low.

SHELL CEO: IT WILL TAKE $1 TRILLION/YEAR OF CLEAN/RENEWABLE POWER INVESTMENT TO ACHIEVE PARIS CLIMATE GOALS

US insurers' investment in fossil fuel comps est. $459B.

Clean/renewable power jobs passed US oil/gas drilling jobs in '15. Over 8.1M global clean/ren jobs, up 5% in '15.

Air pollution from Canada oil sands vapor as substantial as largest metro areas.

EPA, NIH launched 5 new research centers to focus on communities affected by environmental threats to public health.

Antibiotics almost double methane emissions from cow poo.

Off-grid lighting boom in Africa, S Asia saved est. $3.4B for poor households.

Wind to supply 10% of US el by '20: AWEA.

NY board OK'd $485M for new Solar City (SCTY) Buffalo module factory.

Total (France) aiming for 20% clean/ren power in portfolio by '35.

Jinko Solar 122Mw order from Chile.

150M Euros for 100Mw solar project in Kazakhstan. Complimentary 50Mw biogas plant for 45M Euros.

EIB to fund $770M of wind farm project off Scotland. Online in '19.

German comp to build 500Mw solar in Iran. 3 plants.

BYD (BYDDF) partnering with Sky Power to bid on solar/power storage projects in India.

Oil/gas activities behind Texas quakes since '25: scientists.

Nigeria militants took Chevron terminal offline. Massive oil spill from bomb on pipeline. Nigeria oil production down to 1.4Mb/d.

Wells Fargo reducing 2/3 of its credit lines to oil/gas drillers.

Rosneft can't be sold on open market: Kremlin.

Chevron to invest $37B in giant Kazakhstan oil field.

Russia $1B offshore rigs - 5 rigs - contract with Iran.

50-75% of Alberta Canada's new carbon tax will be passed on to consumers.

1st phase 700Mw coal power plant project in Ghana for $1.5B. 1.3Gw phase 2.

Scientists urging US Congress to tackle food waste.

Fertilizer runoff from soy, corn crops not as bad as thought: study.

Ohio lawmakers want to cut phosphorous runoff into Lake Erie.

Minnesota partnering with Land O' Lakes to reduce farm runoff.

Thailand closed dive sites over coral bleaching crisis.

Deeper coral has better chance of surviving bleaching.

31 World Heritage sites at risk of temps, seas rise: report.

New Jersey recycling industry still under mob control: investigators.

Trump energy policy speech today.

THURSDAY OPEN .... MARKET FLAT, MIXED

WTI, Brent both over $49.

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

AMRS up 10. MEEC up 10 with heavy volume. ACPW up 8. ZNNMF, CLNT up 5. BLSP up 4 with update. OLED up 1, new high.

PSPW down 17. AMLM down 11. BNET down 10 with volume. PRHL, VSPC down 8. NTCXF, ESPH down 6. BWEN, CCGI down 4. CSIQ down 3.

WEDNESDAY CLOSE .... MARKET UP 145--33--14

WTI, Brent both over $49. US natgas $1.97.

French refineries closed by unions strike.

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

LYSDY up 27. PEIX up 20 with heavy volume. CCGI up 16. PNPL, ZAAP up 9. ZNNMF, BWEN up 8. MGPHF up 7. LYTS up 6. GEVO up 6 with heavy volume. ELON, EVSI, CDTI up 5 with volume. CHGT, ENPH up 5. FCEL, FSYS up 4. OLED up 2, new high with volume. AEIS flat, new high.

CSUNY down 17, new low. LSCG down 17 with volume. SENY down 15. GPHBF down 13 with volume. AWSL down 11. PRHL down 8. LEOM, VSPC down 7. NTCXF down 6. LIME down 5, new low with news. OOIL down 5, new low. PALAF down 5.

GLOBAL ENERGY USE UP 54% '90-'13. 15% OF POPULATION STILL WITHOUT GRID EL.

Wind, solar power ~1% each of global powergen capacity.

Sauds reviving their solar plan. To install 9.5Gw by '30, ~1/4 of previous goal. Would be 14% of current powergen cap.

PJM grid consumers in US to collectively pay $4B less for el over next 3 years from reduced use, new natgas power plants.

Energy storage for grid frequency regulation will continue in UK: IHS.

Spruce Finance arranged $120M finance for US rooftop solar.

MIT developing solar thermalvoltaic tech. Converts waste heat to light to power more solar cells.

Google expanding sunroof project to 42 US states. Up from 10 states in December.

Owning solar gaining on leasing.

50Mw solar plant inaugurated in Israel. EDF built.

China, Swiss comps partnering on 302Mw solar in Iran, Africa.

Ethiopia requesting proposals for 100mw solar.

Adani plans 650Mw solar in Australia.

Vivent Solar (VSLR) closed on $75M tax equity investment for 45Mw residential solar.

100Mw Ghana solar project partially funded with $700K grant from US.

DONG took over RES' 100Gw wind power development rights offshore New Jersey.

Whirlpool investing $13.5M in wind power to power 2 Ohio plants.

OPEC head calling for $65/bl price floor for crude.

Mozambique to default on $535M loan to build new shipyards to service offshore natgas buildout. Billions of undisclosed debt now unveiled. IMF suspended assistance. Large natgas production probably still a decade away.

Egypt plans to increase its natgas production 30% by '19.

US coal use for power down 29% in '15. Peak use was in '07: EIA.

Japan pushing forward with plans for 47 new coal plants.

Stillbirths linked to air pollution: study.

Earliest snowmelt recorded in Barrow, Alaska.

Engineered "super coral" could survive warming oceans.

WEDNESDAY OPEN .... MARKET UP 165--34--14

WTI, Brent both over $49.

Greece to get $10B debt relief.

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

CCGI up 22. MEEC up 10. ASTI up 8. EVSI, PEIX up 7. CREG up 6. AETI up 5 with heavy volume. ERII up 5.

ACFN down 11 on 400 shares. GPHBF, RGSE down 11. AMLM, BSRC down 7. OOIL down 6, new low.

TUESDAY CLOSE .... MARKET UP 213--95--28

WTI, Brent both over $49. US natgas $1.98.

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

PTOS up 38 with heavy volume. PNPL up 37. PSPW up 23 on 2K shares. HYSR up 22 with very heavy volume. SENY up 21. ESPH up 19 with volume. FCSMF up 17. CCGI up 15. LSCG up 12. OESX up 8. PEIX, ENZR up 7. BLSP, QTMM up 6. OLED up 5, new high with volume, recent news. ASYS up 5. AETI up 5 with volume.

ZNNMF down 33 with heavy volume. AWSL down 21 with extreme volume. SRWRF down 15 on 150 shares. ERII down 13 with very heavy volume. ZAAP down 13. HMGLF down12. GPHBF down 11. CERE down 10 with volume. CABN down 10. BSRC, XSNX down 9. MEEC down 9 on 235 shares. SUNEQ down 7. ASTI down 5. AMRS down 4, new low with volume. CLNT down 3, new low. LEDS down 2, new low.

GLOBAL SOLAR POWER TO GROW FROM 256GW INSTALLED YEAREND '15 TO 700GW IN '20: GTM RESEARCH

China solar prices could fall 38% by '20 to 8 cents (US)/Kwh: Trina Solar.

China lithion batt production up 3x in '15.

Philippines utility to double wind powergen capacity with $450M over next 3 years to wean off coal.

Asean Pacific (sans China) to see 63Gw of new wind power over next decade: MAKE Consulting.

Top 10 US commercial solar developers account for 42% of total development: GTM Research. Top 3 comps in residential solar installed near half of total in '15. SCTY, VSLR and .... Sunrun.

Santiago Chile public trans system to run mostly on solar power with 100Mw Sunpower (SPWR) plant.

Oklahoma landowners registering private airstrips to keep wind farms at bay.

Portland schools banned books questioning human-caused global warming climate change.

Vietnam hydropower development will lead to food crisis: experts.

UN warning us of growing air pollution globally.

Record heat wave in India intensifying drought. Record temp last week 123.8*F.

BMW rolling out 3.6Kw carports in S Africa for EVs.

US natgas powergen up 19% in '15.

2-year electric/natgas rate freeze for upstate NY.

2.6B Pound, 588Mw offshore Scotland wind farm OK'd.

Airbus unit 3D-printed EV motorcycle for $56K. (Um, no... and no.)

US shale drillers have drilled 3,900 drilled but uncompleted horizontal wells.

French police liberated a union-blockaded fuel depot. Riots, strikes shut down gas stations, refineries, etc.

1st fracking permit in UK in 5 years.

Squid, octopus thriving in oceans as fish decline: study.

Peru declared mercury poisoning emergency in Amazon forest.

S Africa court lifted domestic ban on rhino horn trade. (Well, stupid is as stupid does.)

TUESDAY OPEN .... MARKET UP 199--67--20

WTI, Brent both over $48.

US home sales highest in 8 years.

(stock #s in %; new highs/lows over last 21 months):

PNPL up 25 on 300 shares. HYSR up 15 with news. CCGI, FCSMF up 13. OESX up 11. LYSDY up 11 with heavy volume. BSRC up 8. ENZR up 7 with volume. QTMM up 7. RGSE, PRHL up 6. AETI up 5. SEDG up 4. OLED up 3, new high. AEIS up 1, new high with news.

ERII down 16 with heavy volume. ZAAP down 13. CERE down 9 with volume. GPHBF down 9. CLNT down 8. GEVO down 7. HMGLF, PALAF, RBCN down 6. ASTI, URRE down 5. SENY down 4. LEDS down 2, new low on 35 shares.

MONDAY CLOSE .... MARKET DOWN 8--3--4

WTI, Brent both over $48. US natgas $2.06.

US comps' cash pile $1.7T.

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

ZNNMF up 35. CERE up 19 with volume. AWSL up 19. AMLM up 17 with volume. AIXG up 14 on buyout. SCTY, RGSE up 9. OLED up 8 with volume, news. MGPHF, GPHBF up 8. ASYS up 8 with heavy volume. CLNT, GEVO, ENPH, LYSDY, ULBI, WPRT up 7. VSLR, WATT up 6.

PNPL down 48. PTOS down 27 with heavy volume. PSPW down 18. ENZR down 16. CABN down 13. AETI, NVIC down 12. BSRC down 9. GPRC, LMRMF down 8. ESPH down 7 with volume. FCSMF, QTMM down 7. OOIL down 3, new low.

TRUMP DENIES GLOBAL WARMING CLIMATE CHANGE BUT FEARS IT COULD HURT HIS GOLF COURSE IN IRELAND

FERC told US will have plenty powergen capacity this summer. Power prices may be 5-47% lower around country v. '15.

Boosting batt power storage can lower utility bills: study.

Argentina's 1st auction to spur up to $2B of clean/renewable power spending. 600Mw wind, 300Mw solar, 65Mw biomass power, 20Mw small hydro, 15Mw biogas. Aug 22 deadline for Sept 28 awards.

World Bank OK'd $750M for 400Mw of rooftop solar for industrial, commercial projects in India.

India bank plans $500M of green bonds.

$450M solar deployment plan for Philippines.

Tasmania again running on 100% clean/renewable power.

Poland to restrict wind power development. (They like coal, I think.)

Natgas in China costs 3x coal powergen. They want to increase natgas power mix to 10% by '20, but having a hard time with that. NG 6% of mix in '15.

London Taxi raising $400M to electrify their fleet through green bonds.

Canada wildfire spreading into Saskatchewan.

ReneSola revs down 25%. Focusing shift to project development.

Trina Solar new solar cell efficiency record: 23.5%.

Engie (France) bought 80% stake in Green Charging Networks (Calif). Batt power storage.

Lukoil cutting spending in S Iraq oil field to $1.3B this year from $3B in '15.

1.47Mb/d global oil production surplus in 1Q16: IEA. Avg. 1.54M in '15.

New deal to allow oil shipments from E Libya. 660K bl shipment left port. Exports may rise from 100Kb/d to 300K.

Saud GDP down 13% in '15. To shrink 5% more this year: Moody's.

Est. over 100M bls gone into China strategic oil reserve so far this year.

China govt debt est. 260% of GDP at end of '15.

US oil rig count unchanged last week. Natgas count down 2.

120K gallon oil, wastewater spill in N Dakota.

Eni pipeline attacked in Nigeria. 4.2Kb/d.

Syria asking Russia to help rebuild its oil/gas industry.

Russia to privatize 50% of Bashneft Oil.

MONDAY OPEN .... MARKET UP 40--20--1

WTI, Brent both under $48.

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

AWSL up 19. CERE up 15 with volume. AIXG up 12 on buyout. OLED up 9 with volume, news. CHGT up 8. ESPH up 8 with heavy volume. GPHBF up 7. SENY, SCTY, SUNEQ up 6. VSLR up 5 with news. XSNX, AETI, AMRS, CREG up 5.

BSRC down 20. ZNNMF down 15. NTCXF down 9. FCSMF down 8. OOIL down 7, new low.

FRIDAY CLOSE .... MARKET UP 65--57--12

WTI under $48, Brent over $48. US natgas $2.06.

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

CCGI up 34. HMGLF up 23. SUNEQ up 21. ESPH up 13 with heavy volume. LEOM up 11. BIOA up 10. AIXG up 9 with extreme volume. ACFN, VSLR up 8. MNGA, SCTY, AMRC up 7. ADES, NVEC, RBCN up 6. OLED, NTCXF, GPRE, AEIS up 5.

ASTI down 25. CSUNY down 25, new low. LYSDY down 17 with volume. SENY down 15 more with volume. AMLM down 14. RGSE down 11. BLSP down 9. AWSL down 8. LEDS down 4, new low. OOIL down 2, new low.

'15 US CO2 EMISSIONS FROM POWER SECTOR LOWEST SINCE '93. 21% LESS THAN '05. DEMAND FLAT OVER LAST DECADE.

Portugal powergen ran on wind, solar, hydro for 107 hours straight.

EVs to be 35% of global new car sales by '40: research.

Developing countries need analysts to monitor GHG emissions.

Unilever says "sustainable living" brands grew 30% faster than rest of biz in '15.

US wave power potential 90Gw. Mississippi River current power potential up to 120Twh/yr. Est. 576Twh/yr ocean thermal power potential in US waters. And then there's tidal power. DOE relooking hydrokinetic power.

Next Era turned on 6.8Mw solar plant in Oregon.

Tata to build 100Mw more solar in Karnataka India.

Nissan got world's largest EV taxi fleet deal from Madrid. 110 LEAFs. Operating costs ~25% of fossil fuel cars. Amsterdam, Budapest already ordered fleets.

Egypt got $25B loan commitment from Russia to cover 85% cost of building new nuke power plant. Repayment starts in '29. 3% interest for 22 years.

Australia told BP to increase $730M exploration drilling program for south coast. "Pretty much the last big unexplored basin in world."

175 more global oil/gas comps at risk of bankruptcy: Deloitte. 160 more only slightly better off.

Halcon latest US oil/gas driller filing bankruptcy.

Global oil production won't meet demand in 5 years: former Shell CEO. (EVs could make up gap?)

37% of N American birds facing extinction risks.

Canada OK'd GMO salmon.

FRIDAY OPEN .... MARKET UP 112--50--15

WTI, Brent both over $48.

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

ACFN up 14 on 201 shares. AMRS up 8 with news. OESX up 8 with heavy volume. MNGA up 6 with news. AIXG up 6 with heavy volume. OLED, AEIS, HQCL up 4.

LYSDY down 19. SENY down 18 more. ASTI down 11. OOIL down 4, new low. LEDS down 3, new low on 49 shares.

THURSDAY CLOSE .... MARKET DOWN 91--26--7

WTI ~$48, Brent over $48. US natgas $2.03.

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

ASTI up 36. VSPC up 24. CERE up 14. CSUNY up 12. ESPH up 12 with volume. GRPH up 9. ACPW up 8 off new low. CABN, ENZR up 8. AMSC, GLBL, GPRE up 7. PRHL up 7 with volume. HQCL up 6 with volume after reporting. AIXG up 6. AWSL up 5.

SENY down 38 with volume after yesterday's top out. RNWEF down 15 on 209 shares. ACFN down 9. LEDS down 8. GEVO down 7 with very heavy volume. OOIL down 7, new low with heavy volume. ZNNMF down 7 with volume. HMGLF down 6, new low. SPWR down 5, new low with volume. QTMM, RBCN down 5.

DOE SUN SHOT INITIATIVE HAS REACHED 70% OF '20 GOALS TO SLASH SOLAR POWER COSTS

US clean energy finance market shrank 45% in 1Q.

Global solar power market facing slowdown next few years: GTM Research.

China made almost 1/2 of new global wind power installs in '15: Global Data. 30.5Gw.

Australia launched largest trial of rooftop solar with power storage. ~15% of all Australia homes have rooftop solar.

Neoen got 104M Euro finance for solar, wind projects in France.

Masdar, Statoil, Statkraft secured 1.3B Pounds for 402Mw wind power project off England now in construction.

Iran inaugurated 160Mw combined cycle natgas power plant.

Tesla plans to raise $2B for Model 3 production. $1.4B raised from selling shares.

Work started on Trans-Adriatic natgas pipeline.

Norway granted oil/gas drilling licenses in Barents Sea.

China deferring payments on $50B of loans to Venezuela.

Rebel bomb shut down 2nd largest oil pipeline in Colombia. Crude spilled into river.

Falkland Islands a billion barrel basin: audit.

Australia GHG emissions up 3% since '00.

Lake Mead at record low level.

$7.2B needed to save Great Barrier Reef: research.

THURSDAY OPEN .... MARKET DOWN 166--46--16

WTI, Brent both under $48.

G7 meeting kick off.
N Korea flooded S Korea without notice: Seoul.

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

VSPC up 26. QTWWQ up 11. HQCL up 8 after reporting. CABN up 8. ASTI up 6. AWSL, GPHBF up 5.

SENY down 18 after topping out yesterday. CCTC down 12. ACFN, QTMM down 9. AMLM down 7. OOIL down 6, new low. HMGLF down 4, new low. SPWR down 3, new low.

WEDNESDAY CLOSE .... DOW DOWN 3, NAZ UP 23, S&P FLAT

WTI under $48, Brent under $49. US natgas $2.01.

6.8 quake hit Ecuador.

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

CSUNY up 24. GEVO up 19 with very heavy volume. RNWEF up 18, new high with heavy volume. SENY up another 17 with volume. Recent 4x. ZAAP up 17. ASTI up 13. LYSDY, PSPW up 10. SEDG up 7. TSLA up 3 on Goldman upgrade, now $1.4B share sale announced after close. (Nice screw move, Goldman.)

ALTI down 51 on 214 shares. VSPC down 27. OPTT down 12. GPRC down 10. NANX down 8 with very heavy volume. AMRS down 8, new low. GPHBF down 7. MNGA down 7, new low with heavy volume. WATT down 6. SUNW down 4, new low with very heavy volume. ACPW down 2, new low.

CLEAN/RENEWABLE POWERGEN JUST SHORT OF 100% TOTAL GEN ON GERMANY GRID LAST SUNDAY AT 2PM

Wind powergen more than coal in UK recently for 1st time ever.

9.2Gw solar set for 4th Brazil power auction.

Karnataka India set to increase solar power target to 6Gw.

DOE, DOD adding 5 more military bases to solar jobs training program.

Australia researchers set new solar cell efficiency record of 34.5% with normal sunlight. Triple-junction cell. Huge jump.

Duke Energy OK'd to build 15.4Mw more solar power in N Carolina.

sPower got 3 PPAs to build total 60Mw solar in California.

Shenhua, Solar Reserve 1Gw solar thermal, power storage deal in China.

Shell created new division to invest in clean/renewable, low-carbon power.

Canada comp deal for 178Mw wind project in Kansas.

Guatemala to seek 40Mw of geothermal projects this quarter.

Regulator denied Georgia Power appeal for long-term nuclear power plan.

New England GHG emissions up since regional nuke plant shuttered.

Florida utility halted nuclear power expansion but want customers to pay for it anyway.

Massachusetts Supreme Court found state regulators failed to properly crack down on GHG emissions.

Efforts to fight global warming climate change will fail without transforming handling of cattle: research.

Germany OK'd 1B Euro EV push.

Suzuki reported improper fuel econ tests on over 2M cars, but denied cheat.

Biodiesel reduced US GHG emissions 18M tons in '15: study.

Europe natgas prices collapse. Down 37% in UK in last year. Russia, Norway competing to keep market share.

BP doubling its N Sea natgas production stake.

US shale oil production expected to fall 113Kb/d more in June: EIA.

Over 1/2 of Texas quakes since '75 related to oil/gas drilling: study.

Gen mod crops safe for humans: NAS. (I'm sorry, but what about the pesticides spliced directly into the plants that humans will now eat?)

WEDNESDAY OPEN .... DOW UP 19, NAZ UP 32, S&P FLAT

WTI over $48, Brent over $49.

ISIS blew up Syria natgas field facilities. Also Istanbul bomb.

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

LYSDY up 25. RNWEF up 18, new high with heavy volume. SENY up 12 more. XSNX up 8. GEVO up 6. AMTX up 5. TSLA up 4 on Goldman upgrade. SEDG up 4.

LSCG down 14 with heavy volume. LMRMF down 13 with heavy volume. SUNW down 12, new low with heavy volume. MNGA down 7, new low. AETI down 6. MGPHF, NVIC, QTMM, RGSE down 5.

TUESDAY CLOSE .... FED RATE RISE WORRIES .... MARKET DOWN 180--59--19

WTI over $48, Brent over $49. US natgas $2.06.

Venezuela ordered factory seizures.
Iran Parliament passed law demanding damages from US policy over last 63 years. (O, couldn't US/world reciprocate for last 37 years of terror? But, yea, let's uncover all the costs. Good luck with that.)

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

ALTI up 106 on 435 shares. SENY up 44 with heavy volume. BSRC up 25 with volume. CSUNY up 18. OOIL up 15 off new low. AMLM, GPRC up 11. AMTX up 6.

ASTI down 21, new low with heavy volume. LSCG down 20. ACFN down 16 after reporting. SUNEQ down 15, new low. CLNT down 13, new low with volume. LEDS down 10, new low with volume. SUNW down 10 with volume. CCGI down 10. GEVO down 8. EFOI down 7. AMSC, AETI down 6. ACPW down 2, new low.

US FED COURT DECIDED TO DELAY CLEAN POWER PLAN ORAL ARGUMENTS UNTIL SEPT TO ARRANGE BROADER REVIEW

Arkansas to meet emissions goal of Clean Power Plan.

Getting to 50% clean/renewable power mix "no brainer": utility CEO.

US House ignored Admin's oil tax in new transportation bill.

Limiting livestock emissions key to meeting Paris climate goals.

Air pollution suffocating fish in fisheries.

Record snow in Maine.

UK clean/renewable powergen share 24.7% in '15, up 5.6% from '14.

Goldwind, RES to build 160Mw wind project in Texas.

Duke Energy OK'd for 75Mw more solar power development.

Ford to capture carbon with foam, plastic parts from at least 50% reclaimed CO2 within next 5 years. Could replace 600M pounds of petrol/yr.

S Korea accusing Nissan of emissions cheat.

Moody's also downgraded Bahrain, Oman with Sauds.

US oil comps' bankruptcies hit $40B.

NY sued over denying new pipeline.

Alberta wildfire shifted back toward oil sands facilities.

US Supreme Court refused to hear appeal of $236M verdict against Exxon for water contamination in New Hampshire.

Libya unblocked oil exports.

Total opened $5B natgas processing plant offshore Shetland Islands.

Study links BPA (in metal can lining) to obesity in children.

La Nina to give some relief to global warming: report.

Lake Michigan rising to near-record level.

TUESDAY OPEN .... MARKET DOWN 72--18--9

WTI ~$48, Brent over $49.

US housing starts, building permits up in April.
US April factory output up.
US inflation up .4% in April. UK inflation down to .3%.

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

BSRC up 32 with news. BFRE up 25 with extreme volume. CSUNY up 17. LMRMF up 10 with volume. CDTI up 7. ESPH, LYSDY up 5.

ASTI down 14, new low. CLNT down 13, new low with volume after reporting. SUNEQ down 13, new low. GEVO down 8 with volume. ACFN down 5 after reporting. AMRS down 5, new low. CCGI, GRPH down 5. XSNX down 5, new low with news. OOIL down 3, new low after reporting. LIME down 2, new low with volume.

MONDAY CLOSE .... MARKET UP 175 -- 57 -- 20

WTI over $47, Brent ~$49. US natgas $2.03.

Sauds lost Moody's top rating.
Venezuela "coming to a halt". Folks killing dogs, cats for food.
China factory output up 6% in April v. 6.8% gain in March.
China auto sales up 6.3% in April yoy.

(stock #s in %; new highs/lows over last12 months):

ACFN up 38 with very heavy volume, reporting after close. SENY up 26. RGSE up 10. MEEC up 7 with volume after reporting. HQCL up 5.

LYSDY down 25. CSUNY down 22, new low. GEVO down 21 with very heavy volume. ASTI down 16, new low. VSPC down 16. PNPL down 15. BSRC, ZAAP down 13. AMLM down 12. NFEC down 11. RNWEF down 10. SUNEQ down 9, new low. NTCXF down 9. WPRT down 8 with volume. AMRS down 7, new low. CCGI down 7. CDTI down 7, new low with volume after reporting. OOIL down 6, new low. ACPW down 2, new low. LIME down 2, new low with volume. ELON down 1, new low.

GLOBAL CARBON EMISSIONS TO RISE 1/3 BY '40: EIA. (UM, YEA, OUR KIDS ARE SCREWED UNLESS THAT CHANGES FOR THE BETTER.)

Trump rejects carbon tax. N Dakota Republican Representative his energy advisor.

China to increase energy storage 10x by '20.

34% clean/renewable power on California grid on May 14th. 54% from 3-4PM.

Toyota issued 3rd Green Bond. $1.6B.

NY new Green Bank transactions to generate up to $220M of clean energy projects.

Muslims, Jews together financing $100K solar project for West Bank farmers.

Masdar, 2 Norway comps got finance for 402Mw offshore UK wind project.

EBRD financing 56Mw wind farm extension in Poland.

Iran, Kazakhstan deal for 50Mw wind power.

Tanzania dropped support for 50Mw wind project.

Denmark, US offshore wind MOU.

NAVYA intro'd world's 1st autonomous EV shuttle bus.

Perovskite solar cells commercially viable likely '19-21: Lux Research.

Environmentalist bid $2.8B for Alpha Coal assets.

OPEC predicts oil supply shortage.

China began building 2nd oil pipeline from Siberia.

Nigeria oil production down to 1-1.6Mb/d. Oil comps have been warned to shut down ops or face attacks. Country having trouble importing enough oil products.

Venezuela oil production ~2.2Mb/d in April. (Country on the brink of implosion, but will probably keep oil production going as much as it can.)

World's smallest porpoise - Vaquita - close to extinction. About 60 left in Gulf of California.

2 dozen whales died off Baja.

Crabs invading California beaches.

MONDAY OPEN .... MARKET UP 82/21/7

WTI over $47, Brent over $49.

Brazil in worst recession in over 100 years.

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

BSRC up 38. RGSE up 23 on rebound. CSUNY up 14. ACFN up 11, reporting after close. SEDG, CREG up 7. LEOM, TERP, ENPH, RVLT up 5. GPHBF up 5 with volume.

GEVO down 15 with heavy volume. ZAAP down 13. NFEC down 11 after reporting. LIME down 8, new low. BLSP down 7. NTCXF down 5. ASTI down 5, new low. ACPW down 1, new low.

WARMEST APRIL IN GLOBAL RECORDS. BY LARGE MARGIN AGAIN.

Smart grid, energy storage, energy efficiency comps raised $375M venture capital in 1Q.

Chev Bolt production expected to start in Oct.

EV batt energy density est. to reach parity with gasoline by '45.

Norway 4th country to hit 100K EV sales.

Solar City subpoenaed over NY gigafactory.

Brazil oil/gas production down 7% yoy to 2.44Mb/d.

Iran oil production up 300Kb/d in April to 3.6M.

NOAA seeks divers to kill Gulf of Mexico Lionfish.

New beehive using solar to exterminate colony's worst enemy.

FRIDAY CLOSE .... MARKET DOWN 185/19/17

WTI over $46, Brent over $47. US natgas $2.10.

6 Saud officials supported al Qaeda before 9/11: 9/11 Commission member.
$44B pulled out of US stock market last 5 weeks. (Ye ole "sell in May and go away"?)

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

BFRE up 38 with heavy volume. LTSDY up 38. AMLM up 32 with volume. AWSL up 26 with volume. GEVO up 21 with extreme volume. CSUNY up 19. LEOM up 14 with volume. SENY up 14. PRHL up 12. ESPH, HMGLF up 11. CERE up 8.

ALTI down 40 on 440 shares. DPSM down 33 with extreme volume. RGSE down 29, new low with heavy volume. ASTI down 29, new low with volume after reporting. PSPW down 15. QTWWQ down 13. ENZR down 10. NVIC down 8. ULBI down 7, new low with heavy volume. BIOA down 7. OOIL down 6, new low. LEDS down 5, new low. CDTI down 4, new low with volume.

US BEEKEEPERS LOST 44% OF THEIR BEES APRIL '15 TO APRIL '16. WORSE THAN '14-'15.

Senate passed $37B energy, water development spending bill. Also $1.1B to fight Zika.

EU, US, Colombia moving forward with Paris climate agreement.

Nonprofit groups alliance to spur corp clean energy purchases.

New EPA methane emissions rules only for oil/gas infra built after '15. With '12 regs, on course for 20-30% emissions cut by '25: EPA. (White House promised 40-45% by then.)

Bakken oil ops emit 275K tons of methane/yr: NOAA.

USDA ag program est. to cut GHG emissions 120M metric tons by '25. Equiv to emissions from 25M cars.

Champs-Elysees going vehicle-free on 1st Sundays every month.

New Mexico 17th state to reach 1Gw installed wind power.

IFC invested in Turkey's 1st green bond - $300M.

KfW issued 8-yr 1B Euro green bond.

Nigeria out of money for solar subsidies.

US infra woefully underfunded (including power industry): ASCE.

Coffee shortage expected from climate change.

Tesla X model launch in China.

GM lagging on emissions, EV goals.

AEP seeking up to 900Mw new wind, solar power.

Nissan, Eaton to launch residential energy storage product.

Abengoa 340M Euro net loss 1Q.

Shell leaked thousands of gallons oil into Gulf of Mex. Shutdown 4 Gulf wells.

3,900 fracking spill sites in N Dakota: Duke U.

US oil rig count down 10 last week. Natgas count up 1.

Iran offering discounts on oil to Asia.

OPEC production up 188Kb/d in April to 32.44Mb/d.

More oil offline in Nigeria - up to 337Kb/d.

FRIDAY OPEN .... MARKET FLAT/MIXED, DOW DOWN 35

WTI over $46, Brent over $47.

US retail sales up most in a year.
Euro-area growth revised down.

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

CSUNY up 62. AMLM up 29 with volume. GEVO up 29 with extreme volume. BFRE up 27. AWSL up 13 with heavy volume. LEOM up 12 with heavy volume. ACFN up 11. CREG up 7.

ZNNMF down 56 with heavy volume. ALTI down 40 on 370 shares. RGSE down 31, new low with heavy volume. ASTI down 30, new low. FCSMF, NTCXF down 17. MGPHF down 14. ZAAP down 10. NVIC down 9. OOIL down 8, new low.

THURSDAY CLOSE .... MARKET FLAT/MIXED. NAZ DOWN 23

WTI over $46, Brent ~$48. US natgas $2.15.

Tech layoffs in SF Bay Area up more than double in 1st 4 months of '16.
Bad US roads, bridges could pare $4T from GDP in ten years.

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

RNWEF up 21. PSON up 15. RVLT up 13 with very heavy volume after reporting loss. AMTX, ENZR up 9. GEVO up 9 with heavy volume after reporting.

PNPL down 45 on 471 shares. ZNNMF down 33 with heavy volume. NGLPF down 30 on 900 shares. FCSMF down 24. CCGI down 22 with heavy volume. BFRE down 21, new low. HMGLF down 15 with volume. AMLM down 14. ADES down 11. PALAF down 11 with volume. PRHL, ACFN, BSRC, SUNEQ down 10. SSOL down 9. LYSDY down 9 with heavy volume. RGSE down 8 after reporting. NFEC down 8. ASTI down 8, new low. AMRS down 7 with volume. CLNT down 7, new low with volume. WPRT down 7 after reporting. SENY, SEDG down 6. JASO down 6 with volume. SPWR down 5. ELON down 4, new low.

WORLD CAN AVOID 2*C GLOBAL WARMING: IPCC CHIEF

EPA oil/gas methane regs out today.

Europe trailing US in cutting air pollution. Over 80% of folks in 3K cities in 105 countries face exposure to dangerous particle levels in air.

Global soot levels bad, getting worse: WHO.

Near 1/3 of US wetlands in poor health: EPA.

"Red tide" threat to Chile fishing industry.

BPA warning signs at California grocery checkouts.

Chicago ramping up clean/renewable energy education.

Global power demand to grow 70% next 30 years.

Commercial US buildings' energy efficiency a $72B market: report.

French utility bought 80% stake in California energy storage comp.

Mars to buy 60Mw wind power in Scotland to offset UK facilities' GHG emissions.

50Mw more solar to be built in Egypt for $90M. Online in '17. And 2 more wind projects in Gulf of Suez. 50Mw for $80M investment online in '17, 250Mw for $350M invest online by '18.

Total aiming for 20% clean/ren energy capacity by '35.

KenGen to raise $280M for wind, geothermal projects.

Invenergy, ESC 600Mw wind power, powerline deal in NY.

Italian oil major 420Mw clean/ren energy plan.

Yingli $865M net loss for '15. Revenues $1.5B on 2.4Gw of shipments.

Russia opened last of 4 powerlines to Crimea, ending Crimea dependence on Ukraine.

Mitsubishi fuel economy cheat scandal expanded to more models. Nissan to rescue.

EDG testing new oil extraction method from Eagle Ford (TX) shale.

Total global oil production outages 2-3Mb/d. ~1M Canadian oil expected back online soon.

Kuwait plans to ramp up oil production 44% by '20 to almost 4Mb/d. Also to ramp up refining. Their oil currently trading ~$40/bl.

US shale oil output will still drop even at $60/bl: IEA.

Germany increased natgas imports from Gazprom 19% in 1Q.

OPEC production up 140Kb/d in April to 37.5M.

Tullow oil production in Ghana down 50% from technical issues.

Iraq Kurds boosted April oil exports to Turkey to over 511Kb/d from 327K in March.

Raccoon shut off power to 38K in Seattle.

THURSDAY OPEN .... MARKET FLAT/MIXED

WTI over $46, Brent over $47.

Brazil president suspended.

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

GPHBF up 144. LSCG up 31 on 1K shares. ESPH up 22. NTCXF up 17 with volume. BBLUQ, AMTX up 11. AWSL up 10. RVLT up 9 with heavy volume after reporting another loss, but revs growing. XSNX up 8. LTBR up 5 on news.

ZNNMF down 33 with very heavy volume. FCSMF down 24. CCGI down 23. HMGLF down 12 with volume. PALAF down 10 with heavy volume. AMRS down 8. SKYS down 7. ZAAP down 6. CERE, CREG, NVIC, QTMM down 5. JASO down 4.

WEDNESDAY CLOSE .... MARKET DOWN 217/49/20

WTI ~$46, Brent over $47. US natgas $2.17.

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

ALTI up 66 on 629 shares. LEOM, SENY up 16. MEEC up 14. CSIQ up 12 with very heavy volume after reporting. ZAAP up 11. CCTC up 10. EFOI up 7 with volume off new low after reporting.

GPHBF down 67. FCSMF down 44. CSUNY down 29, 1-18-cent day spread (what the hell?!). PALAF down 25 with volume. SSOL down 18. AMRS down 16, new low with volume. AXPW down 14 with extreme volume. WATT down 13 with volume after reporting. QTWWQ down 11. HYGS down 10 with very heavy volume after reporting. ESPH down 8. WPRT, XSNX, ZNNMF down 7. VSLR down 6, new low with volume, news. SUNW down 5 with heavy volume after reporting.

WORLD MAY NEED $280-500B/YR TO COPE WITH GLOBAL WARMING BY '50: UN

Banks, insurance comps, pensions, funds with $60T of assets to support $1T investment in solar.

China's largest coal comp MOU with Solar Reserve to build 1Gw concentrated solar plant after inspecting plant outside Vegas.

China wind powergen set to triple by '30 to 495Gw: Global Data.

India air pollution - in case we forget - kills .5M people/yr.

Dane solar scheme shut down after 4.5Gw of applications from 1 individual.

UK Energy bill got Parliament OK.

S Africa to launch program for up to 700Mw new solar power.

California blackouts could occur any day: utility official.

CO2 rise could speed up bees' decline.

Brazil extending soy moratorium indefinitely to protect Amazon.

Japan now has more EV charging stations than gasoline stations.

Germany powergen was 90% clean/renewable last Sunday afternoon.

Phase 2 start on Zambia solar project. 200Mw.

1Mw solar plant inaugurated in Solomons. Masdar build. Finance from $50M UAE-Pacific Partnership. Will provide 7% of Solomon's power needs.

Acciona vowing 2B Euro clean/ren investment to '20.

Gamesa offering 2Mw off-grid solution with wind, solar, diesel, batts.

BYD/Uber pilot project in NYC.

USDA, DOE $10M for biofuel production, feedstock research.

New oil/gas discoveries at 60-yr low. 2.8B bls found in '15.

18 bankruptcies of oil/gas comps in March/April. $8.9B. 69 o/g comps bankrupt since early '15.

Libya oil production reported under 212Kb/d. May be no exports coming.

"Definitive link" between fracking waste disposal and water quality: USGS.

Study links private water wells to bladder cancer in New England.

DOD spending bill would allow dirtier fuels.

Alberta Canada to restart ~1Mb/d of oil production after fire.

EIA revised crude price forecast up $6/bl.

Powerline project from Tajikistan to Pakistan to start 2-yr buildout. $1.2B for 750 kilometers.

WEDNESDAY OPEN .... DOW DOWN 57, NAZ FLAT, S&P DOWN 8

WTI ~$44, Brent over $45.

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

GRPH up 27. CSIQ up 15 with volume after reporting. CHGT up 10 with news. MEEC up 8. SCTY up 7 on rebound. EFOI up 3 off new low after reporting.

CSUNY down 93. GPHBF down 65. FCSMF down 48. LMRMF down 26. WWPW down 25. PALAF down 24. SSOL down 18. HYGS down 15 with heavy volume after reporting. ESPH down 14. PRHL down 13. CCGI down 12. WATT down 12 after reporting. AMRS down 9. LYSDY down 8 with volume. XSNX, ZNNMF down 7. AXPW down 7 with very heavy volume, news. GEVO down 6. ENZR down 5. VSLR down 5, new low with volume. HYSR, OOIL down 4, new lows.

TUESDAY CLOSE .... MARKET UP 222/59/25

WTI over $44, Brent over $45. US natgas $2.16.

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

GRPH up 31. MGPHF up 20. QTWWQ up 13. SENY, VSPC up 12. RBCN up 8. CSUNY up 7 off new low.

ZNNMF down 54. ALTI down 40 on 179 shares. HMGLF down 31, new low with extreme volume. PALAF down 31 after reporting. ESPH down 23. CCGI down 21 with heavy volume. SCTY down 20 with very heavy volume after reporting. AETI down 19. SEDG down 15 with extreme volume after reporting. ZAAP down 14 with volume. LEOM down 14. GEVO down 13 with heavy volume. CDTI down 12, new low with heavy volume. MEEC down 12. CERE down 9, new low with volume. GPHBF down 9 with volume. AXPW down 8, new low with extreme volume. EFOI down 5, new low with volume. VSLR down 2, new low. SPWR down 1, new low.

CITIZENS AROUND WORLD SUING GOVERNMENTS OVER GHG EMISSIONS

Kansas stopped work on EPA Clean Power Plan compliance.

Cal governor made state water conservation rules permanent. Drought not ending anytime soon.

India drought shut down oil/gas refinery. India also shutting aging coal power plants.

US denied permit for $665M coal terminal in Washington State. Would interfere with Native American fishing rights.

Enbridge buying stakes in 3 DONG wind projects - 1.4Gw - offshore France for $218M.

Enel Green started building 150Mw solar in Minnesota. Online by yearend. 16 sites. $290M. Xcel Energy PPA.

13MW solar, 6Mwh batt storage project in Connecticut by Solar City, partner.

Roadblock removed for 3Gw geothermal power potential in Kenya.

E-Force (Switzerland) developing 18-ton el truck.

Tesla Model 3 to have 50% fewer batt cells than Model S.

Most European automakers unable to meet EU emissions standards.

Over 1M gallons of cellulosic ethanol made in US in 1Q (260b/d). 2.2M gal made in '15.

DOE $90M for advanced biofuels pilot projects, demos.

US March ethanol exports up 42% on China demand. 52-month high.

Berkeley Lab found bacteria that eats switchgrass to make biofuel.

Estimated 16B bls of oil reserves being left undeveloped by '25 from oil/gas capex cutback.

10 oil comps standardizing production equipment to cut costs.

Venezuela oil production down 188Kb/d in 1Q to 2.59M. Halliburton, Schlumberger cut backs on lack of payments.

Alaska's oil production down to 500Kb/d. Now uses 1/4 of pipeline. State facing $4B budget deficit.

LNG, methanol determined best alt fuels for ocean ships: report.

Oil tanker collided with buses in Afghanistan. 73 dead.

Major natgas find in Senegal by Texas comp. 25TCF.

Natgas, condensates find in Angola by US comp.

Iran putting brakes on Iraq Kurd independence.

Most US Arctic oil/gas leases given up.

ITER fusion experiment startup date slipped to '25 from '20.

MONDAY CLOSE .... MARKET FLAT/MIXED

WTI, Brent both under $44. US natgas $2.10.

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

MDDD up 354. BFRE up 53. QTMM up 27 with very heavy volume. PRHL up 18 with volume. WWPW up 17. SENY up 15. LTBR up 12 with heavy volume. SUNEQ up 10. MGPHF up 9. GEVO up 7 with extreme volume. BIOA up 7.

FCSMF down 53. PALAF down 37. CSUNY down 32, new low. AXPW down 29 with extreme volume. DPSM down 25. AMTX, BBLUQ down 17. BSRC, GRPH down 16. ESPH down 14. XSNX down 9 with very heavy volume. LEOM, PEIX, AWSL down 8. CLNT, SSOL down 7. URRE down 7, new low. WNDW down 6. SPWR down 3, new low.

CHINA SAYS 1/2 OF NEW VEHICLES TO HAVE ZERO EMISSIONS BY '21

Scotland wind farm operators made 217M Pounds over last 5 years by switching off their turbines for grid balance. Costs passed onto households, of course.

International agreement signed to reduce risk of terror attacks on nuke power plants.

UK cleantech investment up 55% in 1Q.

California utility-scale solar passed wind power 1st time ever.

Mountain Pine Beetle outbreak subsiding in US West.

5 S Pacific islands lost to rising ocean.

Record number sea otters stranded in Alaska.

Sky Solar (SKYS) unit bought 22Mw of solar farms in US for $57M in stock, cash.

JA Solar (JASO) started production at new 1.5Gw/yr panel factory in China.

Total to buy French batt maker for $1.1B.

Comp planning $300M investment for 100Mw hydro project in Philippines.

Lyft to use autonomous Chevy Bolts.

Next BMW i8 to get range, power boost: report.

200-mile range Hyundai SUV EV in the works: report.

Adani (India) OK'd to build 3Gw/yr solar module factory.

Trump says he'll reopen US coal mines. (What, now he likes to lose money?)

Groundwater contamination from fracking changes over time: study.

Some 1Mb/d Alberta Canada oil sands production offline from fire.

Oil products glut in Asia from China refineries.

Iraq oil exports record 3.36Mb/d in April.

Libya oil storage filling up, 120Kb/d of production may halt next week.

Iran oil exports back near pre-sanction levels.

US oil rig count down 4 last week. Natgas rig count down 1. International rig count down 21% on year.

US natgas production from fracking now ~2/3 of total: EIA.

Rosneft made 1st LNG delivery ever to Egypt.

10K peoples' march against coal in Philippines.

MONDAY OPEN .... MARKET FLAT/MIXED

WTI, Brent both over $44.

China April imports, exports both down more than expected.
ISIS killed 8 police in Egypt.

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

QTMM up 30 with volume. LTBR up 12 with heavy volume, news. MGPHF, QTWWQ up 10. ENPH up 7. OESX up 5.

FCSMF down 47. SSOL down 31 with volume. AXPW down 17, new low with extreme volume. AWSL down 14. ZAAP down 10. LSCG down 9. LEOM down 8. SUNEQ, AMRS, NTCXF down 7. XSNX down 7 with volume. LEDS down 6. OPTT down 5 with news. ERII, ACFN, GPRE, PEIX down 5.

FRIDAY CLOSE .... MARKET UP 80/19/6

WTI over $44, Brent over $45. US natgas $2.10.

Syria 48-hour ceasefire in Aleppo after Russia, US pressure.
Wynn: "unconscionable manipulation" in stock market.

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

CGYV up 222 with extreme volume. SSOL up 76 on 911 shares. AWSL up 54 with very heavy volume. NGLPF up 36 on 275 shares. GEVO up 28 with extreme volume. LSCG up 24. PSPW up 21. DPSM up 21 with very heavy volume. QTMM up 20 with heavy volume. CLNE up 14 with very heavy volume after reporting. CHGT up 8. WATT up 7 with volume. SPWR up 1 after hitting new low with heavy volume after reporting.

BFRE down 40, new low with extreme volume. ALTI down 19 with volume. AMLM, ZNNMF down 12. ELON down 10, new low with volume. BIOA down 10 with volume. AXPW down 9, new low with extreme volume. NFEC down 9. ACFN, AETI down 7. ENPH down 7 with volume. RBCN down 7, new low with volume. VSLR down 6.

PLANS FOR COAL PLANTS IN ASIA WILL BE "DISASTER" FOR PLANET: WORLD BANK

Experts increasingly link climate with wellness.

35 tons of dead fish washed up on China lakeshore.

Caymans using genetically modified mosquitos to fight Zika.

DOE $70M for energy efficiency in biofuels, oil/gas refining processes.

DOE study eyeing 40% cut in commercial buildings el use.

China graphene market tripled in '15.

5-cent charge for plastic bags in NYC.

China to issue FIT for concentrated solar plants.

2.3Gwh of new pumped hydro power storage possible in Europe: study.

Enviro OK for 50Mw solar project in Australia.

NRG stepping back from EV charging biz, home solar division.

Solar City (SCTY) to go after utility projects, grid services (batt power storage).

Toyota breakthrough on safer, smarter batts.

VW/Shell to fund new study against EU fuel efficiency targets.

Chevy Bolt sales could reach 30-80K in 1st year: analyst.

Gamesa (GAM.MC) 1Q revs up near 30% to over 1B Euros, profit up 15% to 72M Euros. Order backlog over 3.1Gw.

Chevron took 90Kb/d offline in Nigeria after attack on offshore platform. Facing threats on more facilities.

New N Dakota oil/gas refinery - 1st one built in US since '70's - cut production (from slowdown in Bakken production, I presume).

Qatar putting its largest oil field up for tender. Maersk operating it since '92.

Sauds raised oil price to Asia over $1/bl.

Ft. McMurray Canada wildfire shut down at least 1/4 of oil sands production - over .5Mb/d.

Connecticut el rates dropping to near historic lows this July from low natgas prices.

NYSE market cap now $13.4T, Naz $3.9T. Japan market $3.8T.

FRIDAY OPEN .... MARKET DOWN 4/14/2

WTI ~$44, Brent under $45.

160K new US jobs April.
$1T of losses seen in China's bad loans epidemic.
New currency issued in Zimbabwe.

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

CGYV up 222 with extreme volume. LSCG up 93 on 250 shares. AXPW up 84 with extreme volume. SSOL up 83 on 135 shares. GRPH up 14. QTMM up 11. CHGT up 8. URRE up 7. NFEC up 6 on 13 shares. CLNE up 5 after reporting. OESX up 5.

PSPW down 37 on 600 shares. VSPC down 17. CLNT down 9. QTWWQ, ZNNMF down 8. RBCN down 7, new low with volume. AMRS down 6, new low. XSNX down 6. LEDS down 5 with volume. EMKR down 5.