THURSDAY CLOSE .... MARKET UP 235--63--28

WTI under $49, Brent under $50. US natgas $2.92.

Bank of England summer stimulus likely.
Global bond market surging most since '08.
Puerto Rico to default tomorrow.

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

ASTI up 197 (?)
CSUNY up 63.
NFEC up 20.
GPRC up 16 with heavy volume.
AWSL, HMGLF up 13.
SSNI up 13 with volume.
CCTC up 12 with volume.
MEEC up 11, new high with extreme volume.
AMRS up 10 with heavy volume.
PNPL up 10 on 275 shares.
GLBL, LYSDY up 9.
PEIX up 8 with volume.
REGI, LEOM up 7.
GPRE, LEDS, SUNEQ, GPHBF up 6.
TERP up 5 with volume.
ENPH, RUN up 5.
CABN up 4, new high.

BOPO down 44 on 460 shares.
FCSMF down 8.
ALTI down 6 with very heavy volume.
BLDP down 6 with volume.
AETI, CDTI, CHGT down 6.
ZNNMF, AMTX, CREG down 5.
LSCG down 5 with heavy volume.

NO PATHWAYS TO LIMIT GLOBAL TEMP RISE TO 2*C UNDER PARIS AGREEMENT TARGETS: STUDY

N American methane emissions reduction pledge equivalent to shutting down 1K coal power plants.

Sun without spots 2nd time this month. Scientists say a sign of coming mini ice age. Next solar minimum approaching.

Senate cut admin's Green Climate Fund contribution.

World Bank backing Indian-led International Solar Alliance to boost solar power in developing countries. $1T investment by '30.

Climate change more incentive for controlled forest burns: forest experts.

G20 energy ministers meeting in Beijing.

EVs have to be at least 16% of world car market by '20 to achieve govt fuel economy targets: World Energy Council.

4th French solar tender soon.

China wind powergen capacity 139Gw at end of '15. US' 74Gw. But both produced ~185Twh in '15: Bloomberg. Turbine efficiency, wind resource siting, lack of grid connects, coal power protectionism the China problems.

Soy biodiesel exhaust doesn't damage lungs: Brazil research. (Fossil diesel exhaust does.)

179 new biodiesel buses in Sweden.

Lithium carbonate price up to $22K/tonne from $7K in 6 months. (Reason for AMLM, HMGLF, other stock price runs.)

Tesla's 1st charging station in Poland sited at a gas station.

BLM OK'd over 5,700 new oil wells in Utah.

DOI issued final rule on how it values fossil fuels for royalties.

Maryland university system divesting its fossil fuels assets.

Norway oil workers strike expected tomorrow will shut down 300Kb/d of production.

Exxon backing a carbon (emissions) tax.

Turkey tightening control on gas cylinders to curb terrorist threat.

Florida wants Fed action on algae blooms.

Record caterpillar invasion in Massachusetts.

THURSDAY OPEN .... MARKET FLAT/MIXED

WTI under $49, Brent over $50.

No money for zika as Senate takes off.

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

AWSL up 20.
HMGLF, SSNI up 12.
LYSDY up 9.
CDXS up 6.
ESPH, GPRC up 5 with volume.
MEEC up 5, new high with heavy volume.
CREG, LEDS up 5.
LTBR, GLBL, TERP up 4.
ULBI, ZNNMF, FSYS up 3.

LMRMF down 27 with volume.
ACFN down 19 on 787 shares.
LSCG down 12 with heavy volume.
EVSI down 12.
BNET down 11 with heavy volume.
FCSMF down 8.
CDTI down 6.
AETI, GEVO down 4.
FCEL, SKYS down 3.

WEDNESDAY CLOSE .... MARKET UP 285--87--34

WTI over $49, Brent ~$50. US natgas $2.85.

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

PSPW up 51 on 975 shares.
ACFN up 30.
GRPH up 26.
LSCG up 18.
TERP up 18 with very heavy volume.
NVIC up 11 with volume.
CDTI up 11.
EVSI, LEDS, PRHL, XSNX, ULBI, RNWEF up 10.
AMRS up 9 with extreme volume, news.
CABN up 9, new high.
MEEC up 9, new high with heavy volume.
VSLR up 9.
FCEL, GLBL up 8.
LTBR up 7 with volume.
PALAF up 7.
KNDI, WWPW, CHGT up 6.
AMLM, BLDP, CREG, WNDW up 5.
TSLA up 4.

PNPL down 12.
AWSL down 11.
ACPW down 8, new low.
CCGI, OPTT down 7.
ZAAP down 6.
LYSDY down 5.

MEXICO TO ANNOUNCE MAJOR METHANE EMISSIONS REDUCTION PLAN

Jamaica to add 150Mw clean/renewable power this year.

Sungevity to go public with stock issue. ~$600M valuation.

GCL (China) to raise $500M with new share placement.

Only 5 customers signed up by Georgia Power in 1st year of rooftop solar program.

India's National Hydro Power Corp plans 600Mw floating solar project.

Toyota recall of 2.9M cars over emissions defect.

Texas cities fighting state over plastic bag ban, energy policy.

California hit brakes on hi-speed rail plan.

Exxon new oil find off Guyana may be over 700M bls. Exxon also under investigation in Nigeria for corruption.

Nigeria says its oil production back up to 1.9Mb/d. May hit 2.2M in July.

Canada oil sands production to grow 42% by '25: IHS.

Argentina oil/gas workers on strike. Norway oil workers to strike.

Total to invest $2B next 5 yrs to develop Qatar oil field.

WEDNESDAY OPEN .... MARKET UP 164--59--22

WTI over $48, Brent over $49.

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

AMRS up 27 with very heavy volume.
CABN up 16.
LEDS up 15.
BSRC up 13.
GPHBF, RBCN up 6.
ULBI up 5.
KNDI, FCEL, ASYS, IBDRY, LTBR, WNDW up 4.

CCTC down 18.
GEVO, LYSDY down 5.
MEEC, LEOM, CCGI, AWSL down 4.

TUESDAY CLOSE .... MARKET UP 269--97--35

WTI ~$48, Brent over $48. US natgas $2.87.

S&P 500 comps sitting on $1.45T cash.
Israel, Turkey to renormalize relations.
2 suicide bombers in Istanbul airport.

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

WPRT up 14 with volume.
SENY up 14.
WWPW up 12.
CLNE up 11.
AMLM, LEOM, SPWR, WATT up 9.
BSRC, HMGLF up 8.
AMRS up 7 after new low with news, extreme volume.
MEEC up 7, new high with heavy volume.
PLUG, LTBR up 7.
ACPW, FCEL, NTCXF, SEDG, URRE up 6.
RUN, RVLT, RBCN, ERII, AMSC, CSIQ, EFOI, JASO, SCTY, OESX up 5.

MNGA down 18, new low with extreme volume.
XSNX down 9.
CREG down 7.
AWSL down 6.

GLOBAL INSTALLED PV SOLAR TO EXCEED 750GW BY '25: GLOBAL DATA. ~271GW NOW.

US to deploy 77Gw clean power over next 10 years: Navigant. (Doesn't quite jibe with Global Data's 750Gw solar by '25.)

US, Canada, Mexico to pledge 50% clean power grid by '25. "Doable": EIA chief. Canada already there if hydropower included. (Duh. Why isn't hydropower included in clean power calculations? Or nuke, for that matter?! When do we get serious about our clean power sources?!)

Oslo to ban cars downtown.

Investment firms plan 600Mw clean/renewable power in Africa.

Scotland's '14 carbon emissions under their '20 goal. Down 46% from '90.

Near 5.4K US water utilities violated drinking water lead rules in '15: report. (How many didn't?!)

93% of Florida's reefs are gone: study. (Study up, kids.)

Sunpower (SPWR) hit record 24.1% efficient solar module.

Father, son in China invented solar wallpaper.

ABB's new solar inverter increases power density 40%.

Australia's installed solar saving $1B/yr on power bills.

Lightsource to invest 25M Pounds in N Ireland rooftop solar.

Siemens halted new UK wind power investment over Brexit.

Gamesa 36Mw wind turbine order from France.

Gulf Power (Florida) asking FL PSC for 94Mw new wind power. Gulf already has 178Mw wind power.

Ocean Power (OPTT) re-deployed its power buoy off NJ after repairs, maintenance. (Stock way up today.)

Apple Energy wants to sell clean power directly to consumers, not grid.

Renault, Nissan dominating EV sales in France. Renault #1 in Germany.

BYD (BYDDF) entering $450B China monorail market.

Oakland, Cal voted to block coal export terminal.

Germany tightened oil/gas fracking rules.

$5B new oil/gas development project offshore E India.

US natgas exports to reach 10BCF/d by '22, 20BCF/d by '40: DOE.

US coal consumption up 29% in last 4 weeks. (Hot weather = more AC.)

Explosion at Mississippi BP natgas plant.

Explosion at Turkmenistan oil refinery.

Driftwood to build US' 7th LNG terminal in Louisiana.

Colombia to auction 20 oil/gas blocks.

Dutch utilities using more coal. (Summer.) Coal use in Texas down to ~20% of powergen mix.

Huge helium reserve found in Tanzania. World supply was dangerously low. (Welding, etc. Not balloons.)

TUESDAY OPEN .... MARKET UP 191--77--23

WTI over $47, Brent over $48.

US 1Q GDP revised up to 1.1%.

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

OPTT up 15 with very heavy volume, news.
SENY up 14.
WPRT up 9.
RGSE up 8 on 120 shares.
ACPW, AMLM up 7.
CLNE, HQCL, SEDG, URRE up 6.
BYDDF up 5 with very heavy volume, news.
SPWR up 5 with news.
CSIQ, BLDP, PLUG, SSNI, TERP, WATT up 5.
FCEL, JASO up 4.
FSLR up 3.

MNGA down 10 with heavy volume.
CCTC down 5.
BSRC, CCGI, HYSR down 4.
AMRS down 2, new low.

MONDAY CLOSE .... MARKET DOWN 260--113--36

WTI under $47, Brent under $48. US natgas $2.73.

S&P cut UK top rate 2 notches.

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

PSWW up 22 with volume.
PSPW up 20 with volume.
XSNX up 14.
ZAAP up 10.
VSPC up 7.
MEEC, FCSMF, ESPH up 6.
FCEL, CCGI up 4.
IBDRY, GEVO up 3.
TSLA up 2.

BSRC down 18.
NTCXF down 13.
LYSDY, APGMF down 12.
AMRS down 12, new low with volume.
ALTI, LEOM down 11.
NRDXF, VSLR down 10.
PEIX, CHGT, OPTT, URRE down 9.
AMRC, ENPH, SKYS down 8.
ACPW, CLNT, GPRE, MGPHF, REGI, SUNW down 7.
CSIQ down 7, new low.
HQCL, KNDI, HMGLF, GPHBF, PALAF, RUN down 6.
BIOA down 5, new low.
SPWR, JASO down 4, new lows.


Ridiculous.

6.5M DEATHS/YEAR GLOBALLY LINKED TO AIR POLLUTION IN IEA STUDY

The cost of modern living, A? Doesn't have to be, though. Clean power and clean transportation are doable. Just seems like who cares. Until you are the one dying from air pollution before your natural years are done.

China has 20% of world population, 7% of world water resources. Most of that considered undrinkable by Western standards. 80% of rural water supply unsafe to drink or bathe in. 16% of Yellow River water safe to use. 80% of China's water in their south. 1/2 of population, 2/3 of farmland in their north. 100 of their major cities face severe water shortages. A few have already run dry.

EIB to unblock Euro10B for clean power, clean transportation projects.

Equis to invest $1B in India clean/renewable power market.

Several comps planning 600Mw clean/ren power projects in Africa.

Georgia Power to tender over 1Gw of clean/ren power projects.

USTDA grants for 70Mw hybrid biomass/wind projects.

Sun Edison sold 7Mw of rootop solar assets in India.

Stellar Solar offering residential solar for $2.99/w in California.

Fossil fuels industry ramping up anti-divestment strategy.

Trans Canada challenging US with $15B NAFTA case over KXL kill.

Real cost of oil production doubled since '90's. (Duh. So has mostly prices of everything because of oil prices.) Most US drilling now needs $60/bl+ for profit.

New energy deals over weekend between Russia, China.

Venezuela oil production could drop 500Kb/d soon: Barclays.

US oil rig count down 7 last week. Natgas count up 4, up 1 in previous week.

Recent earthquakes caused giant European natgas field to cut production.

Oil refinery explosion in Turkmenistan.

Colombia to auction 20 oil/gas blocks.

Gazprom expects profits to triple soon.

Oil pipeline spill in Peru Amazon.

Perdue to overhaul chicken raising standards.

MONDAY OPEN .... MARKET DOWN 295--100--38

WTI under $47, Brent under $48.

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

PSWW up 12 with volume.
ESPH up 10 on 100 shares.
ACPW, ZAAP up 6.
BLDP, CCTC, FSYS, IBDRY, PNPL, RBCN up 3.

AMRS down 10, new low.
CLNT down 10.
CHGT, VSLR down 9.
RUN down 8.
CSIQ down 7, new low.
PEIX, BIOA, SKYS down 7.
BWEN, PALAF, PRHL, URRE down 6.
GLBL, RGSE, SEDG, KNDI down 5.
SPWR down 5, new low.
FSLR, HQCL, TERP down 4.
OESX down 3, new low.
CREE down 3.

GLOBAL GREEN BOND MARKET LIKELY $1T/YR AFTER '20: CITI

India's NTPC plans $250M green bond.

Axis Bank raised $500B from 1st certified Indian green bond listed on London Exchange.

DONG Energy committed to new 450Mw wind power in N Sea.

Greensmith Energy 63Mw new orders for power storage systems. Should install over 100Mw this year.

Sweden opened test electric road. Overhead power lines for trucks.

Route 66 getting test run of solar road in Missouri.

UK solar industry lost over 1/2 of 35K jobs after subsidy cuts.

Thousand-year flood in W Virginia.

VW's $10.2B settlement for US diesel cheat only compensates owners of 2-liter cars. No 3-liter owners yet. Or fines. Yet.

~500Kb/d new Gulf of Mex production to come online in '16, '17.

New oil/gas find in Angola. Up to 813M BOE, 2.8TCF natgas.

India comp discovered 8TCF shale natgas under coal-bed methane reserves in W Bengal. 20-25% recoverable.

German Parliament voted to divest fossil fuels.

UAE withdrawing all active combat troops from Yemen. Been guarding Aden.

Iraq forces now in control of all of Fallujah.

Al-Shabab attack in Somalia.

Venezuela facing imminent famine.

$300B more global negative-yield bonds.

FRIDAY CLOSE .... MARKET DOWN 610--202--76 ON BREXIT

WTI under $48, Brent under $49. US natgas $2.66.

ISIS oil ministry in Iraq destroyed in new strikes.
Colombia, FARC close to ceasefire.

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

ALTI up 16 on very light volume.
AWSL up 16.
CHGT up 10.
SENY up 8.
HYSR up 7 with volume.
BSRC up 6 with light volume.
HMGLF up 5.
GEVO up 4 with volume.

NGLPF down 35.
IBDRY down 13, new low.
PSWW down 13, new low with extreme volume.
AMLM down 13 with volume.
ADES down 11.
GCTAF down 11 with light volume.
VWDRY, ARVCF down 9.
ASYS, CABN down 8.
CSIQ down 8 with volume, news.
SPWR down 8, new low.
ENPH down 8 with extreme volume.
MGPHF down 8 with heavy volume.
ESPH, OPTT, RGSE, URRE down 7.
MNGA down 7, new low with volume.
WPRT down 7 with heavy volume.
AMSC, BLDP down 6.
CREE, FSLR, FCEL, ERII, OLED, RUN down 5.
OESX down 4, new low with news.

AUSTRALIA LARGE-SCALE SOLAR COSTS FELL FURTHER IN LATEST BIDDING: ARENA

Italy OK'd Euro9B clean/renewable power subsidies.

India backtracking on clean/ren power targets.

Royal Bank of Canada advocating carbon price.

Algae blooms showing up on snow packs, glaciers. Heat up snow more, quickening melt.

Charcoal market for grilling responsible for murders, political unrest, chopping up of prime forests in Caribbean.

Sun Edison CEO resigned.

IFC bought 16.7% stake in Turk clean/ren power developer for $100M.

Solar Impulse made it across Atlantic.

$1/day EV charging in Australia.

VW to pay $10B for its diesel cheat in US.

Thailand to trial B20 in trucks, B10 for military, govt.

Maine governor exec order against higher ethanol blends.

Bashneft (Russia) up for sale - again.

Attack on Shell facility in Nigeria.

US expanded its oil storage capacity by 34M bls - 6% - Sept '15 to March '16: EIA.

California pipeline rupture sent 700 bls oil toward Pacific. Concerns over impact on land.

Halliburton, Transocean to pay $1.24B to settle BP Gulf of Mex spill.

Potash price surge could raise global food prices.

A crow knocked out power for 15K in Los Angeles.

Filtered Flint water safe to drink: EPA.

FRIDAY OPEN .... MARKET DOWN 398--137--50 ON BREXIT

WTI, Brent both under $49.

Bookies, polls got Brexit wrong. Bookies may have led folks with lies. (They are bookies.)
US capital goods orders down in May. (O yea, actual business.)

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

AWSL up 16 on 1K shares.
CHGT up 10.
SENY up 8.

GRPH down 23.
PRHL down 13.
IBDRY down 10, new low.
CABN down 10.
GCTAF, BLSP down 9.
MGPHF down 8 with volume.
URRE, VWDRY down 7.
NTCXF, PEIX, ADES down 6.
EVSI down 6 with heavy volume.
CSIQ down 5 with news.
ENZR down 5 with heavy volume.
OLED, OPTT down 5.

THURSDAY CLOSE .... MARKET UP 230--76--27

WTI over $50, Brent ~$51. US natgas $2.70.

US leading indicators down .2% in May.
Puerto Rico to default on debt July 1.
Nigeria president facing military coup: militants. (No ceasefire.)

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

PSPW up 27 with very heavy volume.
CLNT up 17 with extreme volume.
GEVO, PRHL up 15.
CABN up 14, new high.
LEOM up 11.
MGPHF up 10, new high with volume.
GPRE up 8.
ACPW up 7 off new low.
ENPH, RGSE up 7.
TERP up 5.

SENY down 18.
AWSL down 16.
AMLM down 12.
NTCXF down 11.
LYSDY down 9.
ACFN, BSRC down 7.
WWPW down 7 with extreme volume.
WPRT down 7 with very heavy volume.
HYSR down 6, new low.
AMRS down 3, new low with heavy volume.

SOLAR COULD BE 13% OF GLOBAL POWERGEN BY '30: IRENA. 2% NOW.

Global solar power deployment to reach total 600Gw by '20.

India new plans for 10Gw of hybrid wind, solar power.

Power storage for clean power global market set to reach 45Gw/year by '25: Navigant.

150B Euros needed to upgrade EU's power storage, transmission.

Rhode Island voted for 40% clean/renewables powergen by '35.

Concerns over climate change growing in Australia: poll.

Colombian coffee growers devastated by El Nino.

Plan to shut down Cal's last nuke plant by '25 could cost $15B if replaced by solar power at current prices: Bloomberg. PG&E plans to replace plant with several clean power sources, power storage, el efficiency. $15B includes decommissioning nuke plant, removing nuke materials, restoring land. Doesn't include cost of new power lines, back up resources for wind/solar or tax creds for clean power.

Sunworks (SUNW) announced $24M in new orders. Backlog ~$50M end of May. Strong sales in June.

Solar Window (WNDW) raised over $4.3M for commercial development.

Scatec Solar needs finance for 123Mw LatAm solar development.

3 E Africa countries got $37M for geothermal power development.

Siemens committed to lowering cost of offshore wind to 8 Euro cents/Kwh by '25.

Nissan, Dongfeng to intro low-price EV in China in next few months.

EC was warned of VW diesel cheat 5 years ago.

Saud energy minister says global oil supply glut over. Saud exports down 100Kb/d in April v. March. (More production to be used for domestic needs during summer.)

Canada tar sands production coming back online after wildfire.

Iraq oil exports running 3.1Mb/d this month, down from 3.3M in April.

New oil/gas discovery offshore Angola.

Rosneft: not selling 19.5% of shares to China/India consortium.

2 Italian comps made deals to import Iran oil.

Global coal use down 1.8% in '15. Largest annual reduction on record going back 50 years: BP.

Lightning strikes killed 90 in India.

THURSDAY OPEN .... MARKET UP 124--37--14

WTI over $49, Brent over $50.

Brexit vote.

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

CLNT up 31 with extreme volume.
LEOM up 11.
GEVO up 6.
GPRE up 5.
MGPHF up 4, new high with volume.
HYGS, LSCG, RGSE, SKYS up 4.

AWSL down 25 on 100 shares.
AMLM down 12.
NFEC down 6.
AMTX down 4.
ACPW, AMRS down 3, new lows.

WEDNESDAY CLOSE .... MARKET DOWN 49--10--3

WTI ~$49, Brent under $50. US natgas $2.66.

Brexit "leave" leading in 2 polls.
IMF cut US growth forecast.
Democrat sit-in on House floor over gun law.

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

GRPH up 34.
LYSDY up 14.
AXPW up 13.
SUNW up 8 with extreme volume, news.
RGSE, HYSR up 6.
LIME, FCSMF, RNWEF up 5.
LSCG up 4 with volume.
SCTY up 3 with extreme volume on TSLA buyout.
MEEC up 2, new high.

CABN down 12.
HMGLF down 11 with volume.
PRHL down 10.
TSLA down 10 with very heavy volume on SCTY buyout bid.
AMRS down 8, new low.
CCTC down 8 with volume.
GEVO, VSLR down 8.
NFEC down 6.
RUN down 5.
CLNT down 4, new low.
GLBL down 4.

INDIA PLANS 1GW WIND POWER AUCTION

360Mw of 648Mw solar park now online in Tamil Nadu India. Adani Group developing.

Iran, India, S Korea consortium of comps to set up 1Gw solar park in Iran for ~$10B.

German comp picked by Iran for 100Mw solar project. Construction start later this year. Comp plans more solar projects in Iran, 10-20Mw each.

German comps expected to begin building wind farms in Iran next year.

Ethiopia El Power, Dongfang deal to develop 120Mw wind power.

IRENA, Terrawatt Initiative to spur global solar development through standardization.

Ofgem OK'd 1.3B Pound Norway-UK clean power line.

Sustainable Development Capital to close new 250M Pound fund this year.

Tesla (TSLA) to buy Solar City (SCTY). Up to $2.8B deal.

BMW announced home energy storage system using i3 batt packs.

US Fed court killed BLM fracking rule.

Germany banned fracking, but door left open.

Colorado regulators found methane emissions violations at 10 oil/gas comps.

Obama signed into law 1st overhaul of chemical environmental laws in near 40 years.

Trader Joe's to spend $2M next 3 years to reduce HFC emissions from cooling equipment in settlement with govt.

Greenland ice melt not yet slowing ocean currents: study.

Polluted estuaries spew "potentially significant" emissions: study.

California snowpack won't recover until '19: study.

Diesel emissions worse in cold weather.

New York Assembly OK'd lead tests of schools' drinking water.

Natgas flaring in US 10% of production in March, down from ~1/3 in early '14. (Mostly from greatly lower wells operating.) Target 9% by '20.

Saud oil exports at 6-month low.

Kenya to start 2Kb/d exports next July.

Japanese comp buying 25% stake in Eagle Ford Texas oil/gas field.

Suncor raised $2.2B from share offer.

Inflatable bounce house sailed into powerline.

WEDNESDAY OPEN .... MARKET UP 55--1--5

WTI over $50, Brent ~$51.

US home prices up 5.9% yoy in April.
ISIS expelled Syrian forces from Raqa province.
N Korea missile success.

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

LEDS up 10.
SCTY up 9 with very heavy volume on Tesla buyout.
SUNW up 8 with heavy volume.
AETI, PALAF up 6.
RNWEF, HYSR up 5.
CABN up 5, new high.
CBAK, SEDG up 4.
NANX up 1, new high.

ZAAP down 11.
GEVO down 9.
PRHL down 8.
TSLA down 8 with heavy volume on SCTY buy.
HMGLF down 7.
NTCXF down 4.

TUESDAY CLOSE .... MARKET UP 24--6--5

WTI under $49, Brent under $51. US natgas $2.76.

Clinton Foundation hacked from Russia.

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

CABN up 24, new high.
BSRC up 13.
NANX up 13, new high.
ZNNMF up 11 with heavy volume.
AMLM up 8.
CCTC up 8 with volume.
ESPH up 7 with volume.
AMSC up 6.
NANO up 6, new high with heavy volume.
LTBR, MGPHF up 5.

GRPH down 33.
RNWEF down 18.
BOPO down 14.
AMRS down 9 with heavy volume.
EVSI, XSNX down 9.
GEVO, VSPC, SKYS, CHGT down 6.
OESX down 5, new low with heavy volume.
GPHBF down 5.

CHINA TO GENERATE 25% OF ITS POWER FROM WIND BY '30: REPORT

Karnataka India tendered 950Mw PV solar in new auction.

Victoria Australia targeting 40% clean power by '25 - 5.4Gw wind, solar.

France tender for large-scale solar panel factory.

Scotland GHG emissions down 12.5% yoy, 45.8% below '90. 1.5M Pounds budgeted to push offshore wind.

US power industry carbon emissions could stop declining or rise after '30 if caps not tightened after Clean Power Plan ends: EIA.

New Mexico on path to decarb power industry emissions "no matter what": PNM CEO.

MIT setting targets for energy storage to aid clean power development.

DOE moves for 1.3Gw energy storage procurement.

Ocean acidity shrinking mussels along California coast: study.

"All coral" in US reefs at risk of historic bleaching: study.

Millions of Vietnamese need food, water assist amid drought.

Beamreach lightweight solar system cuts commercial solar install time up to 80%.

RedDot Ventures to invest more in clean tech startups this year.

First Solar, partner won 47.5Mw project in Zambia with record low price.

PG&E proposing to shut down Cal's last operating nuke plant - Diablo Canyon - to focus on clean power.

US' newest nuke reactor - Watts Bar 2 - cost $4.7B for 1.16Gw. (Of course, other plant costs already spent on WB 1.)

US fracking rule freeze ignores century of precedent: BLM.

1 dead in Bakken oil explosion.

Radioactive fracking waste virtually unregulated in Appalachia: expert.

BP fast-tracking natgas development offshore Egypt.

Malaysia postponed B10 implementation.

Thailand to temporarily cut biodiesel mandate.

Cambridge U. blacklisting any investment in coal or tar sands.

Philips commitment to carbon neutral ops by '20.

Russia selling 19.5% of Rosneft.

Yellowstone most expensive list of repair needs of US parks.

Lionfish spotted in Mediterranean.

Dog meat festival in China city.

TUESDAY OPEN .... MARKET UP 19--6--3

WTI under $49.

ISIS beheaded 4-year-old girl: Yahoo report.

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

CABN up 32 on 1K shares.
AXPW up 11.
ZNNMF up 10 with volume.
WWPW up 7.
NANO, NANX up 4, new highs.

EVSI down 15.
SENY down 10.
AMRS down 9, new low with volume.
AMLM, PRHL, RNWEF down 8.
ACPW down 7, new low.
QTMM down 6.
EFOI, LEDS down 5.
SKYS down 4.
ARVCF down 3, new low.

MONDAY CLOSE .... MARKET UP 129--36--12

WTI over $49, Brent over $50. US natgas $2.74.

Russia central bank sees 4% GDP Russia growth in '17.
Libya offensive v. ISIS in Sirte stalled. 5K ISIS fighters there.

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

NGLPF up 39.
AWSL up 27.
NTCXF up 16.
TERP up 12 with heavy volume.
LTBR up 11.
CDTI up 10.
EFOI up 10 with heavy volume.
LSCG up 9.
ESPH, HMGLF up 7.
ENZR up 6.
ACFN, BNET, URRE, WATT up 5.

CCGI, MEEC down 11.
FCSMF down 10.
SENY down 9.
CCTC down 8.
AMLM down 7 with volume.
SKYS, NFEC down 5.

ZAMBIA SOLAR AUCTION RECORD LOW BID 6.02cents/KWH

India plans to add 10Gw clean/renewable power micro-, mini-grids.

Azerbaijan planning 200Mw offshore wind in Caspian by '18 for $300-330M. 10-year projected payback.

Lebanon planning utility-scale solar boom.

Denmark pausing wind power development.

Hanwha (HQCL) new world record solar module efficiency. 19.5%.

Solar City (SCTY) expanding to Houston area.

Spandev gearing up for 100M Euro solar investment.

Acciona 183Mw wind power acquisition in Chile.

Tata $1.45B deal for Welspun assets in India. Over 1.1Gw wind, solar. 685Mw now operating. Tata Renewable raised $86M.

Ergon Energy building EV highway in Australia with 60 EV stations.

NASA working on experimental electric plane.

Solar Impulse starting Atlantic crossing tonight.

Conoco, Exxon top US methane emitters.

Oil/gas industry responsible for ethane emissions spike: study.

LA utility OK'd to violate emissions limits to keep lights on during heat wave.

Non-OPEC (OECD) countries have over 3B bls oil in storage.

China oil production in May down 7.3% yoy. Coal production down 15.5% yoy.

US oil rig count up 8 last week, 3rd week in row. Natgas count not reported.

Petrobras major oil/gas find offshore.

Green Plains (GPRE) to build $55M, 500K bl ethanol terminal on Texas shore. 1M bl, other fuels potential.

Russia considering hyperloop to China.

Shrinking Salton Sea in Calif becoming public health problem.

MONDAY OPEN .... MARKET UP 245--76--25

WTI ~$49, Brent over $50.

Brexit risk down, bookies put it at 30%.
Japan exports down 8th month in row.

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

TERP, ZNNMF up 12.
ULBI up 11.
LTBR up 9.
CLNT, HMGLF up 7.
CDTI up 6.
LIME up 5 with volume.
GLBL up 5.
ACFN, CREE, FTEK, URRE, VECO up 4.
WPRT up 4 with heavy volume.

GRPH down 38.
MEEC down 16.
FCSMF down 15 on 200 shares.
VSPC down 13.
SENY down 9.
AMLM, SKYS down 6.
LEDS, ZAAP down 5.
AMTX down 4 with volume.
CCTC, NANX down 4.

EARTH HAS CAPTURED A 2ND MOON (ASTEROID): NASA.

Will that affect tides? Maybe? Is it filled with gold? Let's find out.
Way to go Earth!

World growth constraints from business unwilling to spend, falling inflation expectations, govts backing off fiscal stimulus much like late 1930's: thinkers.

Superconductors, lasers, Bose-Einstein condensates combos the future of macro quantum effect: geniuses.

Sub-atomic particles are evidence universe was created: string theory co-founder.

Blue Origin landed same rocket 4th time.

Syria forces advancing on ISIS-held airbase. (Um, thankfully, ISIS has no warplanes that we know of.) Syria army says it took back control of oil/gas reserves in Homs region from ISIS (with Russia airstrikes).

Baghdad denied Kurd oil export deal. Kurd independence referendum coming.

No CO2 emissions reductions from transportation in Germany since '90.

Brazil enviro activists in fear for their lives from corporate interests. Even touching some Rio Bay water can cause disease.

Norway oil/gas production to remain largely flat until '24.

Rosneft/Eni to launch offshore drilling in Black Sea next year.

Lukoil started drilling offshore Filanovsky. Largest discovery (in '05) in Russia in 20 years. Est. 128M tons oil, over 1.4TCF gas.

FRIDAY CLOSE .... MARKET DOWN 58--44--6

WTI ~$48, Brent over $49. US natgas $2.62.

Russian jets bombed CIA-trained Syrian rebs.
US diplomats dissented on Obama Syria policy.
Wildfire emergencies in 10 US states.

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

CERE up 72 on buyout.
GRPH up 43.
MEEC up 23, new high with very heavy volume.
CHGT up 14.
CCGI up 12 with very low volume.
GLBL up 11. Punch through 50-day lines.
FCSMF up 10 with heavy volume.
SKYS up 10 after reporting.
ESPH up 8.
HQCL up 7 with volume.
VSLR up 7.
BOPO, HYGS, ENPH, GPHBF up 5.
LIME, TERP up 5 with volume.
NANX up 4, new high.

CABN down 27 with very low volume.
LTBR down 13 with heavy volume.
ZNNMF down 10 with heavy volume.
LEOM down 10.
BSRC down 7.
AETI, LYSDY down 6 with extremely low volume.
LSCG down 6 with heavy volume.
CLNT down 5, new low with very low volume.
RBCN down 5.
FTEK down 4, new low with volume.

US EPA MOVING FORWARD ON CLIMATE INITIATIVE PROGRAM; ADDING GEOTHERMAL, HYDROPOWER TO SOLAR, WIND, BIO FOR PUBLIC COMMENT

Obama admin rolled out actions to scale up power storage industry.

US, Norway leaders call for forests protection to help fight climate change.

Arizona judge ruled climate scientists' emails fair game.

Montana PSC slowing development of small solar projects.

1/3 of world's farmland is degraded: UNEP.

Global GHG emissions from crops, livestock up over 1% in '14 over '13. Growing meat demand raising methane emissions from cattle. (I know. The cow fart bag idea.)

Brazil to deny extensions of First Solar (FSLR) projects amid country's slump.

Canadian Solar (CSIQ) investing $23M in Brazil solar panel factory.

Vestas (VWDRY) confirmed order from MidAm Energy's $3.6B wind project.

EON scrapped 54Mw Scotland wind power project.

Siemens, Gamesa combining their wind turbine ops in $11.3B merger. To be world's largest turbine maker. Siemens paid Gamesa (GCTAF) ~$1B cash.

VW pledging "billions" for EV development/production.

90% think fast charging important for EVs.

JC Penney HQ reduces el costs with ice storage tech.

Global biogas equipment market expected to grow 9% CAGR through '20: Technavia.

GE, EDF began ops at record 62.2% efficient combined-cycle natgas power plant in France. Can spool up to full power in less than 30 minutes. 605Mw.

Australian churches divesting coal industry holdings.

US ethanol production hit record high over 1Mb/d.

Iran, China to build oil terminal on Persian Gulf island.

Large oil refinery to reopen on Aruba.

Another attack on Nigeria oil pipeline. And a 3rd militant group formed.

Italy passed Turkey as 2nd largest Russian natgas importer.

Gazprom paid $355M to pick up rights to 2 Arctic oil/gas fields.

States behind schedule on reducing Chesapeake Bay pollution: EPA.

Shanghai ordered factory shutdowns ahead of G20 meeting.

FRIDAY OPEN .... MARKET DOWN 16--25--3 .... OPTIONS FRIDAY

WTI over $47, Brent over $48.

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

CERE up 76 on buyout.
SKYS up 22 with volume after reporting.
CCGI up 12 on 350 shares.
SENY up 11.
ESPH up 8.
AMLM, MEEC, LIME up 7.
FCEL up 6.
GEVO up 6 with volume.
FCSMF up 6 with heavy volume.
GCTAF up 4, new high on merger news.

LTBR down 12.
CABN down 11.
LEDS, LYSDY down 6.

THURSDAY CLOSE .... MARKET UP 93--10--6

WTI under $47, Brent under $48. US natgas $2.58.

Bank of England held key rate steady, warned of Brexit.
China to boost metals reserves amid commodities glut.
ISIS plans to intensify attacks: CIA chief.
ISIS committing genocide v. Yazidis: UN. (We HAVE to stop that as soon as possible.)
Brit MP killed.

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

CABN up 30, new high.
ESPH up 17.
GEVO up 12 with very heavy volume, news.
NGLPF, XSNX, ZNNMF up 7.
GCTAF up 6.
EFOI up 5 after new low.
CCTC up 5.
PSPW up 5 with volume.

GRPH down 32.
CHGT down 22.
PALAF down 11.
ACFN down 9 on 504 shares.
CCGI, RBCN down 7.
HMGLF, LEDS, CREG, LIME down 6.
ERII down 5 with volume.
FCSMF, OPTT down 5.
SPWR down 1, new low.
FTEK flat, new low.

CO2 IN ATMOS AT SOUTH POLE MEASURED OVER 400PPM FOR 1ST TIME IN 4M YEARS: NOAA

'16 estimated to be 5th consecutive year CO2 up over 2PPM/yr at Hawaii station.

Greenland hit record June temp last week, set ice melt record.

Transportation CO2 emissions in US now more than emissions from powergen.

66% drop in costs of wind powergen in US over past 6 years: AWEA.

Average cost of solar, wind powergen could drop 26-59% more by '25: IRENA.

India may target 10Gw new geothermal powergen capacity by '30.

Global market for new natgas powergen could hit $35B/yr by '25: Navigant. $12.6B expected this year.

Maryland PSC OK'd community solar regs.

California legislators unplugged electric car program.

Australia goldmine recycled into pumped hydro power storage. Could gen 2.2Gwh/d with 400-450Mw capacity.

Total bought Lampiris - Belgian clean/renewable power developer.

Electrovaya 199M Euro batt power storage deal.

Harley-Davidson to have el motorcycle in '21.

Mercedes to launch 7th, 8th plug-in hybrid models this year.

Nikola Motors (plug-in el semi trucks) finding $2.3B of demand.

Treating lithium-ion batts with "salt bath" can extend shelf life, performance: Australia research team.

Exelon may close 2 nuke power plants upstate NY if regulators don't give financial help.

Oil/gas industry to cut exploration, development spending another $1T over next 5 years: Wood Mackenzie.

Kurds made $1B/month deal with Baghdad over oil exports.

Romania-Bulgaria natgas pipeline to come online by yearend.

Shell, Gazprom to sign deal on LNG development in Baltic.

Stockholm to divest fossil fuels holdings.

Mass pilot whale stranding in India.

THURSDAY OPEN .... MARKET DOWN 136--40--16

WTI under $47, Brent under $48.

Bank of Japan held steady on policy. No new stimulus.
China starting to dump US stocks: report.

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

GEVO up 21 with very heavy volume, news.
CABN up 7, new high.
LIME up 6 on 59 shares.

PALAF down 10.
NFEC, VSPC down 6.
WATT down 5.
ERII, HMGLF, OPTT down 4.
SPWR down 3, another new low.

WEDNESDAY CLOSE .... MARKET DOWN 34--8--3

Fed stood pat. Brexit influence. 2 hikes this year signaled.

WTI under $48, Brent under $49. US natgas $2.59.

California passed France as 6th largest GDP in world.
Space X rocket crash on barge landing.
House censured IRS chief.

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

GRPH up 43.
LTBR up 20.
EVSI up 18.
MEEC up 16.
GEVO up 10 with very heavy volume.
CHGT, RVLT up 7.
CDTI, NTCXF up 6.

ESPH down 36 with heavy volume.
PSPW down 28.
AWSL down 12 with volume.
XSNX down 9.
HYSR down 7.
LEOM down 6 with heavy volume.
NFEC, WATT down 6.

MAY 13TH CONSECUTIVE MONTH OF GLOBALLY HIGH RECORD TEMPS

Scientists expect '16 to be 3rd record global high temp in row.

France 1st industrialized nation to ratify COP 21.

Solar, wind power costs could drop 59% in next decade: study.

Solar to see twice as much investment - almost 60% of $11.4T - as fossil fuels powergen over next 25 years: Bloomberg.

All new cars to be emissions free in Germany by '30.

El Nino drove record CO2 rise: study.

Global wind power industry now employs ~1.1M. Up 5% in '15.

Uranium prices set to double by '18: report.

TVA's #2 nuke reactor at Watts Bar now connected to grid. 1st nuke unit to connect up in US since Watts Bar #1 in '96.

Kenya plans to double geothermal powergen with 2Gw more over next 6 years. 80M Euro loan from German development bank.

Sunpower (SPWR), Con Ed pilot program to offer rooftop solar, batt storage leases to over 300 NY residential customers. "Virtual power plant." 1.8Mw solar, 4Mwh batt storage. Sunverge Energy batt systems.

Yingli deal with lenders to modify payments. 1st quarterly profit in almost 5 years.

Atieva plans to rollout premium EV sedan in '18.

Wireless EV charging coming for '17 Mercedes S class.

US Congress shot down Obama $10/bl oil tax proposal.

Venezuela oil production down 120Kb/d in last month to 2.37M.

China potential oil reserves up 64% since '07 to 126B tons: China report. Recoverable reserves up 42% to 30B tons. Est. natgas reserves up 158% to 90TCM. Recoverable NG reserves up 127% to 50TCM. Est. 122TCM shale gas, 22TCM of it expected to be recoverable.

Georgia Power to spend $2B closing 29 coal ash waste ponds.

WEDNESDAY OPEN .... MARKET UP 59--13--7 .... FED WAIT

WTI under $48, Brent under $49.

US factory production down more than forecast on auto production.
China spends more on infrastructure than US, Europe combined.

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

EVSI up 18.
QTMM up 8.
ACPW up 6.
ULBI up 5.
AETI up 4.

XSNX down 15.
LEDS down 8.
LIME down 7.
CERE, LSCG down 6.
PNPL down 5.
CREG down 4 with news.
GPHBF down 4.

TUESDAY CLOSE .... MARKET DOWN 57--4--3 .... FED WAIT

WTI under $49, Brent under $50. US natgas $2.60.

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

CABN up 23, new high.
WEST up 16.
PRHL up 14 with heavy volume.
QTMM up 14.
ESPH, XSNX up 10.
AMLM up 8.
HMGLF up 6.

BOPO down 13 on 570 shares.
EVSI down 13.
FCSMF down 11.
WATT down 11 with volume.
AMRS down 9 with volume.
LEDS down 8.
LIME, BSRC down 7.
CSUNY down 6, new low.
EFOI down 3, new low.
SPWR down .6, new low with volume.

MAY HOTTEST ON RECORD GLOBALLY .... HOW MANY MONTHS IN A ROW NOW?

Solar power at 27% of US powergen by '50 could deliver $400B of enviro, public health benefits throughout US: LNBL, NREL study.

US Clean Power Plan "can be done": EPRE CEO.

IEA: cost to implement Paris climate accords $9-15T. (That's all. US debt already $19T.)

India 1Gw new wind power tenders; plans to add 6Gw solar.

1st mammal extinction from climate change in Australia.

Zambia solar auction set new low-cost benchmark for Africa. World Bank IFC, US AID, Dutch, Dane govt support. ~6 cents/Kwh. 73Mw.

Vivent Solar (VSLR) seeks $300M for rooftop solar.

Tata Power buying 1.1Gw solar, wind portfolio in India from Welspun for $1.4B. 294MW operating.

7.75Mw Sunpower (SPWR) solar system to power new Toyota HQ.

EDF started build on near 100Mw offshore wind off Britain.

Yingli Solar return to profit.

Delhi India Metro PPA from planned 750Mw solar park.

26K new EVs sold in China in May, up 119% yoy.

TransCan, Sempria $2.1B natgas pipeline build contract Mexico.

NYC $12M to stormproof gas stations.

World oil reserves unchanged in '15: BP.

Russia central bank cutting key rate .5% to 10.5%.

Israel says offshore natgas field may be 20% less than developers say. Oy.

Colorado Marcos Shale holds up to 66TCF, up from 1.6TCF '03 estimate by USGS.

China's potential oil reserves up 64% since '07: China.

Global oil production down .8Mb/d in May: IEA.

EPA banned dumping frack wastewater into sewage plants.

TUESDAY OPEN .... MARKET DOWN 76--13--8 .... FED WAIT

WTI under $49, Brent under $50.

US retail sales up more than forecast in May.
Germany 10-year yields now negative.
4 polls found UK to vote to exit EU next week.
Net neutrality rules upheld by appeals court.

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

QTMM, AMLM up 19.
CABN up 14, new high with news.
PRHL up 11 with heavy volume, news.
NVIC up 5.
CDTI, ENPH, AETI, CBAK, CERE up 4.

SENY down 10.
WATT down 8.
BSRC down 7.
GPHBF down 6.
ERII, ESPH, ACPW down 5.
BLSP, OPTT, SKYS, AMTX, NFEC down 4.

MONDAY CLOSE .... MARKET DOWN 132--46--17

WTI under $49, Brent ~$50. US natgas $2.59.

Libya/coalition forces reportedly took control of Sirte from ISIS.

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

BOPO up 125 on 3.2K shares.
NFEC up 12 on 350 shares.
GEVO up 11 with very heavy volume.
SENY, ACFN up 11.
CSUNY up 9.
AMRS up 9 with very heavy volume, news.
BLSP up 8 with heavy volume.
SUNW up 5.

LTBR down 14, new low.
XSNX down 14.
AMLM down 13.
AWSL down 12.
CCTC down 10.
CERE, MEEC, URRE down 10 with volume.
FCSMF down 9 with heavy volume.
FCEL down 8 with volume.
ERII, ESPH, ZAAP down 8.
VSLR down 7.
WATT down 5 on heavy volume after new high.
SPWR down 2, new low.

INDIA SECURED $2.5B DEBT FOR ROOFTOP SOLAR PROJECTS

Energy storage market to equal rooftop solar market by '28: report.

Global lithium market to top $46B by '22: report.

Wind contributing to Greenland ice melt.

Australia promising $740M for Great Barrier Reef health.

Supreme Court rejected latest attack on EPA mercury rule.

DOE issued 1st standards for batt chargers, portable AC.

NRDC to model states' Clean Power Plan costs/benefits.

US House passed anti carbon tax resolution.

"No room for local control" over W Virginia disposal wells: judge.

Midwest powergen deficit possible by '18: MISO. From announced power plant shutdowns.

Kenya plans green bond.

Virginia school district saved $4.6M this year from better energy management.

Olsen OK'd to build 135Mw new wind power in Norway.

2 comps to invest $500M to "green up" telecoms industry.

Singapore, UAE Sovereign Funds investing $230M in Greenko (India).

Sweden to build new nuke power plants.

Mercedes to start selling fuel cell SUV next year.

Hyperloop: new material 10x stronger than steel, 5x lighter than aluminum. "Vibranium".

EVs 29% of Norway car sales.

$14K EV rebates part of $8.3B Ontario climate change plan.

China's BAIC may produce EVs in Mexico.

50 VW Golf hybrids for Zipcar London fleet.

Another 130Kb/d offline in Nigeria from pipeline leak. World Bank reduced forecast of Nigeria growth to .8% from 4.6% in January forecast.

UK OK'd 16.7M Pounds for Nigeria solar power.

Iran plans new $3B refinery. Tender next Q.

Sauds plan increase of natgas powergen to 70% from 50%.

US oil rig count up 3 last week.

OPEC: supply glut to fall to 160Kb/d in 2H.

Croatia awarded 2 comps 4 onshore oil/gas blocks.

EU court annulled 9.5% anti-dumping penalties for US ethanol imports.

Leached coal ash contaminants found in 5 US states: report.