INVESTOR ACTIVITY OVER CLIMATE SURGING: FOSSIL FREE INDEXES

Shanghai Po(u)dong Development Bank issuing $2.2B of green bonds.

German power storage market to hit $1B by '21: GTM Research.

Portugal OK'd over 2Gw more solar power.

DOE planning 50% growth of hydropower in US.

Rockefeller Bros Fund investing $10M in Mainstream Renewable Power.

Eskom 100Mw concentrated solar power project in doubt with PPA postponement.

Duke Energy clean/renewable power control center now oversees over 3.5Gw. Started up last year.

2 leading India oil refineries planning 1Gw solar power plant.

Ford Fusions flying off LA lots.

EDF OK'd to build 1st nuke power plant in Great Brit in ~20 yrs. $23.6B. China General Nuclear Power a minority investor.

Georgia Power OK'd to pursue more clean/ren, nuke power.

UK's ye ole biggest coal power plant now runs mainly on biomass. (Me thinks no emissions improvement. Hopefully wrong assumption.)

Swaziland plans 35Mw biomass plant. (For them, that's what they have to burn. Cut them a break.)

Russia may shift from imported to domestic wood pellets for biomass power. (Really? Is biomass the global warming climate change answer?!)

Pacific Ethanol (PEIX) a 591% profit increase to $4.7M on 86% revs increase to $422M.

US oil/gas rig count up 1 this week.

Libya oil terminals reopened.

EDF revs down 6%, profit down 17% on lower el prices.

Next Era (FL) wants to buy Oncor (TX).

Exxon, Petro China offering to develop 2 oil fields in Iraq, potential 550Kb/d.

Tax rate on E85 now over 100%. Rate on E10 ~41%. Rate on fossil gasoline ~35%. (Why disparity? Reportedly less carbon emissions the more the biofuel. G. Could it be the oil industry lobbying? Um, how to get money out of politics. Good question, A?)

200 largest fossil fuel comps' global carbon emissions 460% over world's carbon budget. (When will we ever learn?)

Have a pleasant weekend, pards.

FRIDAY CLOSE .... DOW DOWN 24, NAZ UP 7, S&P UP 3

WTI over $41, Brent over $43. US natgas $2.88.

Taliban gained territory in Afghan Helmund. (They treat people like slaves and shields, women worse than dogs. Let's step up, folks, and send these evil thugs to their virgin-laden paradise ahead of schedule. Enough is enough.)

And now on to clean energy investing.

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

NFEC up 35 with extreme volume.
NVIC up 22.
AMLM up 18.
GRPH up 16 with volume.
OCLN up 15.
CABN up 13.
FCSMF up 12.
CDTI up 11 with volume.
ADES up 9 with volume.
ASTI up 8.
ACFN up 7 with volume.
ZNNMF up 6.
AIXG, MEEC, RGSE up 5 with volume.
LSCG, HMGLF up 5.
GLBL up 4.
TPIC up 2, new high.

ALTI down 33 on 500 shares.
NGLPF down 15.
XSNX down 12.
CSUNY down 10.
RBCN, SENY down 9.
VSPC down 8 with very heavy volume.
GPHBF, LTBR, RNWEF, ZAAP down 6.
LEDS down 5.
BLDP down 4.

FRIDAY OPEN .... MARKET DOWN 72--5--4

WTI under $41, Brent under $43.

US 2Q GDP up 1.2%. 1Q revised down to .8% from 1.1%.
US wages, benefits up in 2Q.

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

FCSMF up 6.
AIXG up 5.
GLBL, NFEC up 4.
CREG, HMGLF, ESPH, RGSE up 3.
POWI up 2, new high after reporting.

NGLPF down 8 with volume.
CLNT, ZNNMF down 5.
FTEK down 4 with heavy volume.
LEDS, OCLN, ZAAP down 4.

THURSDAY CLOSE .... DOW DOWN 15, NAZ UP 15, S&P UP 3

WTI ~$41, Brent under $43. US natgas $2.86.

Fed Reserve Atlanta lowered US 2Q GDP projection to 1.8% from 2.3%. JP Morgan Chase lowered its projection to 1.7% from 2.2%.

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

NGLPF up 28.
XSNX up 19 with volume.
LTBR up 15 with volume.
CSUNY, EVSI up 12.
CREG up 12 with very heavy volume.
RGSE up 9.
HYSR up 7.
ZAAP up 6.
ZNNMF, GPHBF up 5.
PEIX up 5 with very heavy volume after reporting.
CCGI up 5 with light volume.
BRSC up 5 with very light volume.

MEEC down 15 with heavy volume.
GRPH down 13 with very light volume.
ASTI down 12 with news.
AWSL down 11.
CDTI down 11 with volume.
AMLM down 10.
ACFN down 10 with volume.
OCLN down 8, new low.
PRXM, LEDS down 7.
TERP down 6 with downgrade.
CCTC, GLBL, NTCXF, SEDG, ULBI down 5.

WIND POWER PROJECT OFFSHORE SCOTLAND TO GO AHEAD DESPITE TRUMP

Global grid-connected power storage market to double this year to 2.9Gwh: IHS. Est. 21Gwh/yr by '25.

Global smart el meter market to hit $7B by '21: IHS. Was $4B last year.

Distributed generation on verge of disrupting global power sector: Lux Research.

China comp deal for 1Gw solar power in Egypt.

Partners Group $200M solar investment in Asia.

Sunpower (SPWR) won 76% of French solar tender for West Indies, Corsica. 39Mw solar + power storage.

Gamesa had record revs, orders in 1H16.

Parties' agreement on Mid American's $3.6B Iowa wind project.

Next Era to upgrade some Texas wind turbines.

DOE 1st-ever efficiency rule for uninterruptible backup power supply.

~20% of US car fleet can safely use E15: Reuters. AAA est. 14% could in '15.

Nigeria oil production down to 1.3-1.5Mb/d because of attacks on infrastructure.

THURSDAY OPEN .... MARKET DOWN 52--2--3

WTI under $42, Brent under $44.

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

GPHBF, XSNX up 9.
RGSE up 8.
NVIC up 6.
PRHL up 6 with news.
LTBR, HYSR up 5.
OESX up 5 with news.
LEOM up 4.
PEIX up 4 with heavy volume after reporting.
AEIS up 2, new high.

PRXM down 25 on 600 shares.
ASTI down 12 with news.
SENY down 4.
CDTI down 4 with volume.
BWEN down 4 after reporting.

WEDNESDAY CLOSE .... DOW DOWN 1, NAZ UP 29, S&P DOWN 2

WTI under $42, Brent under $44. US natgas $2.66.

US Fed left rates unchanged.

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

PSPW up 46.
RBCN up 22 with heavy volume.
LYSDY up 18.
NGLPF up 16.
GRPH up 15.
ACFN up 14.
CDTI up 12 with extreme volume.
BLDP up 11, new high with very heavy volume.
MGPHF up 11.
MNGA up 9 with heavy volume.
ACPW up 8.
NFEC up 7.
OLED up 7 with volume.
GPHBF up 6 with volume.
TPIC up 3, new high.
POWI up 1, new high.

AMLM down 15.
BSRC down 13 with volume.
NANO down 12 with very heavy volume.
EVSI down 11.
HYSR down 10.
PRHL down 8.
ZNNMF, CLNT down 7.
CABN down 7 off new high on 1K shares.
ALTI down 6.
SUNW down 6 with volume.
URRE down 6, new low.
HMGLF down 5.

14% OF AMERICANS SAY GLOBAL WARMING CLIMATE CHANGE A SIGN OF APOCALYPSE

Over 70K deaths during '03 European heat wave linked to global warming climate change.

"Relatively inexpensive" costs for US states' compliance with EPA Clean Power Plan: study.

Sri Lanka pushing mangrove conservation for climate benefits.

Peru adopted national climate change plan.

India seeking bids for 300Mw solar/power storage.

Poland OK'd enviro permit for up to 1.2Gw offshore wind project.

AWEA: 310Mw wind power installed in US in 2Q, 830Mw in 1H. 12.5Gw under construction, 3Gw more announced.

European offshore wind development drew Euro14B investment in 1H16: Wind Europe.

22Gw grid-connected PV solar installed in China in 1H16.

Clean power now cheapest power in Australia.

Clean Energy Finance Corp committed record $837M in FY '15-'16 for clean power in Australia.

Australia investment group launched $100M solar income fund.

Australia moving forward with 3 wind projects including wind/solar hybrid.

ARENA financing 4Mw Australia off-grid clean power project.

Scot court overturned ruling against 240Mw wind project.

$1.1B solar project proposed for Chernobyl site.

Nissan completed 48Kwh LEAF prototype.

World Bank raised '16 oil price forecast to $43 from $41.

Oil price likely $35 range in 2H: Morgan Stanley.

Canada comp shut down oil pipeline indefinitely after leak.

WEDNESDAY OPEN .... MARKET UP 27--27--0 .... FED WAIT

WTI over $43, Brent over $44.

US durable goods orders down in June.
Abe plans over $265B stimulus.

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

CSUNY up 37.
CDTI up 29 more with extreme volume.
CABN up 20, new high on 700 shares.
BLDP up 13, new high with heavy volume after reporting.
NFEC, WEST up 12.
ACFN up 11.
RBCN up 10 with volume.
GPHBF up 9 with volume.
MNGA up 7 with volume.
LSCG up 7.
OLED up 4.
TPIC up 1, new high.

NANO down 11 with heavy volume.
AWSL down 11.
CLNT down 7.

TUESDAY CLOSE .... DOW DOWN 19, NAZ UP 12, S&P FLAT

WTI under $43, Brent under $45. US natgas $2.70.

US Fed meeting.
Syria army retaking key points along major oil pipeline from ISIS.
ISIS claimed murder of priest in French church.

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

CDTI up 43 with very heavy volume.
GPHBF up 18.
AWSL up 16.
LTBR up 10.
PEIX up 9.
AMLM up 8.
WNDW up 6 with news.
ALTI up 6.
AMRS, ENZR up 5.

NVIC down 23.
LYSDY down 17.
NGLPF down 14.
CHGT down 14 with very heavy volume.
CABN down 13.
WEST down 11.
MGPHF down 6 with heavy volume.
BLSP down 5.
SRWRF down 3, new low.

BRAZIL SEES 33GW OF SOLAR, WIND REGISTRATION FOR OCTOBER AUCTION

Canada to set up 1Gw of solar in Pakistan.

Limiting global warming to under 2*C will require ceasing GHG emissions by '85 plus tech to remove 15B tons/yr of carbon from atmos: National Center for Atmosphere Research.

All of US to see above avg temps in next 3 months: Climate Prediction Center. 1st time ever all of US (records started in '95).

Republican platform calls for defunding mass transit.

EPA claiming authority to curb aircraft emissions.

Solar plane completed flight around world.

Legal dispute over Egypt clean/renewable FIT program.

Sunrun (RUN) $33M loan for solar development in MD, Mass, NJ.

Schneider El's New Energy Opportunities Network an online platform to help comps "get smart" about clean/renewable power, etc.

Akuo raised Euro44M with green bond.

Scatec Solar increased power production 104% yoy.

Vietnam OK'd Blue Circle's 40Mw wind project.

Renault Zoe topped European EV sales in June.

EC Euro88M grant for biorefinery project in Finland.

Iran wants to raise natgas output to 385BCM/d by '20. Much to go to India, China, Europe.

Natgas pipe blown up in Nigeria.

Ford aiming to turn tequila waste into car parts.

MIT developing "glass" battery for EVs.

300 dead, missing in China floods.

TUESDAY OPEN .... DOW DOWN 4, NAZ UP 19, S&P UP 3

WTI under $43, Brent under $45.

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

CDTI up 34.
CLNT up 18.
MNGA up 13 with heavy volume, news.
OPTT up 12.
AWSL up 8.
GPHBF, ADES, CCGI up 5.
HMGLF up 4 more with volume.

XSNX down 23 with heavy volume.
CABN down 19.
NGLPF down 14 with heavy volume.
LIME down 8.
MGPHF down 7 with volume.
NVIC down 5.

MONDAY CLOSE .... MARKET DOWN 77--2--6

WTI over $43, Brent over $44. US natgas $2.72.

Bank of Japan to cut rates.
S Korea GDP up.
Bitcoin not money: Florida judge.

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

ASTI, ALTI up 25.
HMGLF up 19 with very heavy volume.
VSPC up 19.
EVSI up 17 on 1K shares.
FCSMF up 16.
CABN up 15.
BSRC up 13.
SENY up 9.
GEVO up 8.
PRHL, ZNNMF up 7.
SUNW up 6 with volume.
GLBL, CCTC up 5.

XSNX down 19 with volume.
WEST down 10.
ENZR, NFEC, MGPHF (with volume) down 9.
AMRS, AWSL (on 1K shares), OPTT down 8.
ESPH, GPHBF, RGSE, WPRT down 7.
CCGI, CLNT (with heavy volume), NGLPF, PALAF down 6.
ACFN, URRE , BLSP down 5.

KfW TO ISSUE EURO 2 BILLION OF GREEN BONDS BY YEAR END

Impact Investment launching A$100M solar income fund.

In Republican platform: we urge private sector to focus their resources on developing carbon capture/sequestration tech.

Coal gasification a "major threat" to environment: report.

UK solar jobs were cut 1/3 in last 12 months.

US energy consumption down 3.5% since '07. Buildings, vehicles more efficient.

Argonne Lab to lead effort to improve truck efficiency. Part of US-China partnership.

Berkeley, Sandia Labs, JBEI show adding CO2 the next step in cellulosic biofuel production process.

US 25th globally in reaching sustainable development goals.

India hydropower development to raise $670M with bonds.

Dem National Convention giving free rides on el buses for all.

EBRD, IFC bought stakes in Turkey's Afken Renewable Energy.

Kandi (KNDI), Geely JV deal to make 60K EVs for campuses in China.

Palestinians OKd 1st solar power license in West Bank for First Solar (FSLR).

Flextronics to buy Sun Edison's (SUNEQ) Australian biz.

CGN OKd to build 24Mw floating wind farm in France.

Natgas plant in Algeria attacked by al Qaeda 3 years ago coming back online. $90M to fix. 16MCM/d.

Lebanon tendered 10 offshore oil/gas blocks.

US oil rig count up 18 last week.

US to auction 24M acres offshore Texas for oil/gas. Public barred from auction.

New Zealand plans to kill all its rats.

MONDAY OPEN .... MARKET DOWN 95--11--10

WTI under $44, Brent under $45.

China banned internet news reporting.

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

ASTI up 50.
LSCG up 25.
SENY up 12.
CCTC, GLBL up 6.
CREG up 5 with heavy volume.
TERP up 5.
BLDP up 4.

XSNX down 19 on 1K shares.
ACFN, WEST down 10.
CCGI down 9 on 2K shares.
NANX, AMTX, LIME down 8.
ZNNMF, NFEC down 7.
NGLPF down 6.
CLNT down 6 with very heavy volume.
BLSP, OPTT, LYSDY down 5.
SKYS, WPRT down 4.

CDTI reverse split.

FRIDAY CLOSE ....MARKET UP 53--26--9

WTI under $45, Brent under $46. US natgas $2.78.

Terrorism ruled out in Munich (!).
Lagarde likely to avoid jail, keep IMF job.
Trump U. case to go to trial: judge.

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

CLNT up 36 with extreme volume, news.
ACFN up 24 with volume.
TPIC up 23 on opening day.
NFEC up 20 with extreme volume.
AMLM up 14.
ARVCF, NGLPF up 12.
PRHL up 12 with volume, over lines.
WEST up 11.
ZNNMF up 10.
RNWEF up 9.
WPRT up 8 with volume.
OPTT up 8 with heavy volume.
LIME up 7.
ESPH up 6 with volume.
NANX up 6 on 110 shares.
BLDP up 5 with volume.
LEDS, WNDW up 5.

PSPW down 18 with volume.
VSPC down 16.
SENY down 10.
EVSI down 9 with volume.
RGSE down 9.
SWKS down 8 with very heavy volume after reporting. Under all lines.
LSCG down 8.
CABN down 5.
SRWRF down 4, new low.

US $4.5B DOE LOAN GUARANTEES ANNOUNCED FOR EV CHARGING

Fed govt to buy over 500 EVs in FY17. (Really! That's all?! If it passes Congress?!)

Over 16K EV charge stations in US today. We had under 500 in '08.

Global warming may cost world $2T of productivity: study. (Not a lot considering $100T world economy. I guess that's why Trump doesn't care about global warming or even like clean power or healthy environment.)

Parts of Great Barrier Reef in "complete ecosystem collapse": report.

China alert system to curtail new wind power development.

Turkey geothermal plants pollute more than coal power plants: report.

Sky Solar closed on 22Mw US solar buy.

Sempra bought 100Mw Michigan wind farm.

Prokon closed on Euro100M finance for German wind.

RWE OKd to develop 48Mw Welsh wind power.

Gamesa 460Mw turbine supply deal from India.

Global PV installed solar 75.6Gw by '25: Global Data.

Google's AI reduces data center cooling el bills 40%.

250-mile Hyundai EV in development.

VW to build EVs in N Am.

Enviros suing 16 states over ozone cleanup plans.

Utah court OKd new nuke plant on Green River.

NRC to hold 1st public meeting in 15 years.

PCB levels down in Hudson River.

China court issued 1st ever fine for air pollution.

Suncor (Canada oil sands producer) set 1st ever emissions goals.

Exxon $2.6B LNG deal Papua New Guinea.

Water contamination after Oregon oil train derailment.

Pipeline leak spilled crude into N Saskatchewan River.

First Energy announced Ohio coal power plant closures.

THC found in Colorado town water supply. (Or something resembling.)

BANK OF CHINA ISSUING $3B OF GREEN BONDS

Smart grid, batt power storage, energy efficiency comps raised $433M in 2Q: Mercom.

Green Climate Fund of S Korea OKd $49M loan for 143Mw solar project in Chile. $265M total investment.

Germany, Denmark joint solar tender.

Iraq closed 50Mw solar tender.

US up 5 slots in this year's global energy efficiency rankings. Tied with S Korea at 8th. Germany, Italy, Japan lead.

Canada to impose national carbon price.

Insurers not preparing for global warming climate change risk: report.

Isolated coral reefs as degraded as those near populated areas. Suggests climate change/warming the main killer: study.

Iowa ordered utilities to cash out customer solar credits.

Louisiana ran out of solar tax credits.

China cleaning air with natgas vehicles.

Tesla "master plan": car sharing, el trucks, buses, etc.

Google using AI to cut power usage 15%.

300Mw hydropower coming online this year from Ohio River dams.

Eskom (S Africa) refusing to sign new PPAs for clean/renewable power program.

EON 200Mw wind PPA with US data center firm.

Vattenfall bought 100% of Europe offshore wind deployment center from Aberdeen with additional 300M Pounds. 92.4Mw project online in '18.

LA comp building 1st solar-powered net-zero-carbon apts.

Marcellus sustaining 18BCF/d plateau for near year now. 2BCF/d in '10.

World Bank backing new coal power plant project in Kosovo.

Scientists sucking CO2 from exhaust to make bleach.

WalMart taking 8 toxins off its shelves.

EPA overlooks toxicity of combined chems: enviros.

FRIDAY OPEN .... DOW DOWN 12, NAZ UP 7, S&P UP 1

WTI ~$44, Brent under $46.

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

AMLM up 14.
CLNT up 13 with extreme volume, over all lines.
CREG up 12 with very heavy volume.
INVT up 10 with very heavy volume, news.
SKYS up 6.
BSRC up 5.
FTEK up 5 with news of new orders.
NFEC up 5 with very heavy volume.
BLDP, LIME up 4.

PSPW down 18.
OCLN down 10.
SWKS down 10 with heavy volume.
OPTT down 8 with volume, news.
XSNX down 7.
CCTC, ULBI down 4.

WEDNESDAY CLOSE .... MARKET UP 36--53--9

WTI over $45, Brent over $47. US natgas $2.66.

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

OPTT up 76, new high with extreme volume.
ACPW up 18 with very heavy volume.
GRPH up 14.
CCTC up 13.
PALAF up 11 with volume.
BLDP up 9 with heavy volume.
CABN up 8, new high.
CLNT up 8.
GLBL up 8 with very heavy volume.
MEEC up 7.
MGPHF up 6, new high with very heavy volume.
NANX up 5.
SPWR up 4.

AXPWD down 51, new low after reverse split.
RGSE down 19 with very heavy volume.
XSNX down 16.
ZAAP down 12.
RNWEF down 11 on 200 shares.
CREG down 10, new low with extreme volume.
LMRMF, BNET down 10.
ESPH, MNGA down 7 with volume.
GPHBF down 7, new low.
SENY down 7.
ZNNMF down 6.
LEDS, WWPW, LYSDY, NVIC down 5.

GREENLAND LOST 1 TRILLION TONS OF ICE IN 4 YEARS: STUDY

Australia resource minister: carbon emissions effects uncertain.

Indian minister: US weapons system causing climate change.

Philippines president won't honor Paris climate pact.

Iran plans 1st tender to draw $12B in clean/renewable investment. 5Gw over next 5 years. 2.5Gw more by '30. Plans to invest $50B in its power industry next 7 years. To tender 1Gw wind, up to 3Gw solar in stages. 80% of their power now from natgas, plans for 90% by '18.

Victoria Australia $225M green bond.

Bihar India targeting 3.5Gw clean/renewables by '22.

Solar-LED lighting in developing countries could create 2M jobs: Berkeley Lab.

HUD, FHA OKd Property Assessed Clean Energy (PACE) program. Now just needs municipal enabling. But FHFA not on board yet.

Utah utility likes Salt Lake City's 100% clean/ren plan.

100Mw new wind farm partially online in S Australia. Siemens turbines. 100Mw more may get start up in '17.

German solar comp to raise up to Euro150M for emerging markets fund.

Scotland rejected Ecotricity's 21Mw wind project.

Sonnen home energy storage product $6K for 4Kwh system.

Turkey cut power last Friday during coup attempt to US airbase loaded with H bombs.

China econ growing ~1/2 of official rate: biz survey.

Permian Basin (Texas, New Mex) profitable at $20 oil: Pioneer CEO.

Vancouver banned new oil storage, refineries.

CNPC evacuating personnel from S Sudan.

EIA predicts US shale oil output slump by August.

California Republican delegation in Cleveland infected by norovirus.

WEDNESDAY OPEN .... MARKET UP 32--38--6

WTI under $45, Brent near $46.

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

OPTT up 30, new high with very heavy volume.
GRPH up 14.
ACPW up 12 with heavy volume.
ACFN up 10.
GLBL up 9 with heavy volume.
LEDS up 6.
ESPH up 5.
PALAF, CLNT, NVEC up 4.

XSNX down 15.
RGSE down 9 with volume.
NVIC down 5.
OCLN, MEEC down 4.

TUESDAY CLOSE .... DOW UP 26, NAZ DOWN 19, S&P DOWN 3

WTI under $45, Brent under $47. US natgas $2.72.

ISIS claimed attack on German train.

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

RGSE up 49 with extreme volume.
AMLM up 27.
CCTC up 24 with heavy volume.
OPTT up 23 with extreme volume.
MNGA up 20 with extreme volume, news.
WWPW up 11.
OESX up 9.
FTEK up 8.
LEDS, WNDW up 7, both with heavy volume.
LIME up 7.
NVIC up 6.
NANX up 5, new high.
LYSDY up 5 with volume.
LTBR, CREG up 5.

ALTI down 25.
BLDP down 21 with extreme volume after yesterday's jump.
GRPH down 20.
VSPC down 16 with heavy volume.
CABN down 12.
CHGT down 11.
RNWEF down 9.
CCGI down 8.
BSRC down 6 with very heavy volume.
SEDG down 5.
HQCL, CLNE, AMSC down 4.

JUNE HOTTEST IN US RECORDS: NOAA.

June 14th consecutive month of record highs. Longest such streak in records. 1st 6 months of '16 hottest on record.

Republican platform rejects carbon tax, Paris climate accords.

India to double '20 solar target.

Latin Am on track to install 2.7Gw of solar this year: IHS.

Japanese biz elites giving up on nuclear power, lobbying for clean/renewable power, energy efficiency, smart infra.

Scot court cancelled 2.3Gw wind power development.

Argentina Supreme Court moved to suspend planned natgas price hikes.

ABB to build 1.1Mv DC powerline in China.

Sunrun (RUN) $33M loan package for US growth.

Sempra Louisiana LNG export terminal OK'd to expand 1.41BCF/d to 3.53BCF.

30% of world's vehicles to use renewables by '30: Lux Research.

3 US states suing VW over diesel cheat.

US western Native Nations banding together to stop oil-by-rail.

Oil explorers will be able to add 9Mb/d to global supply - mostly US shale oil - by '25 with $60 oil: Wood Mackenzie.

Torrent of new oil tanker ships coming to market next 18 months.

Shipping pollution causes thousands of deaths/year: study.

Fracking may worsen asthma: study.

Coal dust causes 23K premature deaths/year in EU: study.

New N Sea oil/gas discovery off Norway. 42-80M boe possible.

Tunisia reducing oil production. 63Kb/d now. Comps pulling out over strikes, protests.

New attack on Nigeria oil pipeline.

Norway 1st country to ban deforestation.

Canada, Ukraine free-trade agreement.

Pigeons may predict lead contamination in drinking water.

TUESDAY OPEN .... DOW UP 16, NAZ DOWN 14, S&P DOWN 4

WTI ~$45, Brent under $47.

US housing starts up more than expected in June.

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

MNGA up 31 with extreme volume, news.
NANX up 22, new high.
WNDW up another 21.
LYSDY up 13 with heavy volume.
WWPW up 11.
RGSE up 8 more with heavy volume.
PLUG up 8 with heavy volume, news.
ESPH up 7.

VSPC down 22, new low with news.
BLDP down 15 with extreme volume.
RNWEF down 13 with volume.
WEST down 10.
OPTT down 7 more.
ADES down 5 with heavy volume.
CDTI down 5.
HMGLF, CCTC down 4.

MONDAY CLOSE .... MARKET UP 16--26--5

WTI over $45, Brent ~$47. US natgas $2.73.

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

BLDP up 44, new high with extreme volume, news. (The new player after OPTT.)
O yea, PSPW up 52.
WNDW up 22 on very heavy volume after falling 50% in 2 days. (A given?)
WWPW up 20.
CCTC up 17.
GRPH up 14 with volume.
LMRMF up 14.
PALAF up 13.
WEST up 11.
MGPHF up 10, new high with heavy volume.
LEOM, MEEC up 8.
CHGT up 7.
FCSMF, NFEC, CABN up 6. LEDS up 6 with volume.
PLUG up 5 with heavy volume. (On BLDP news?)
RGSE up 6 more with volume.
ERII up 4, over all lines.

OPTT down 23 with heavy volume after what, quadrupling?
ASTI down 15.
BOPO down 13 with volume.
AMLM down 10 with low volume.
CREG down 9, new low with volume.
EVSI down 9.
ADES, AMRS down 5.

NASA MISSIONS LAUNCHED TO TRACK GHGs

Warmer ocean waters driving Antarctica ice melt: study.

Green bonds up $7B in 2Q. $35B in 1H.

Greensburg, Kansas - once destroyed by tornado - now 100% powered by wind.

602Mw aps for 500Mw of rooftop solar in India tender.

"15 years from now every car on roads will be electric": Branson. (What about trucks?)

US EPA Clean Power Plan called "un-American" by Ohio congressman Johnson. Really.

Earthquake off Daytona. Fig that.

1st net loss of forested lands in Iowa in 40 years: USGS.

Marshes drained by Suddam Hussein named world heritage site.

Solar City (SCTYQ) raised $345M in tax equity since June, increased debt $110M to $760M. (Hay, money's cheap.)

DOE $15M for algae tech research to drop costs for biofuels.

Ballard to build fuel cell factory in China. (Stock up over 40% today. Play the market.)

NY governor backing 90Mw offshore wind power site.

Shenergy 1st install for 100Mw offshore Shanghai wind project.

Duke Energy $1.5M for 30% more public EV charging in N Carolina.

India plans 148Mw solar power at airports.

S Africa utility got $1.3B loan from ADB for more clean/renewable power grid.

Southern Comp syngas from coal power plant started up in Mississippi. Stores majority of CO2 emissions.

Fed appeals court rejected enviro challenge to LNG project in Chesapeake.

Dinosaurs choked to death on fossil fuels: study.

CNOOC to idle Alberta oil sands unit.

Iraq started LNG exports with natgas flaring waste. And Baghdad maybe OK'd Kurd separate oil policy to get $5.3B IMF loan.

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

1st African passenger flights started with 30% biofuel. S Africa Airways. Using nicotine-free tobacco plants.

100Kb/d oil offline in Libya from labor strikes. 2 oil shipments delayed.

Petrobras OK'd by Brazil to halt production on 16 oil platforms.

Ecuador oil reserves up'd to 4B bls.

MONDAY OPEN .... MARKET UP 22--27--4

WTI ~$45, Brent over $46.

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

AMLM up 19.
BLDP up 16 with extreme volume, China deal news.
GRPH, CHGT up 14.
NVIC up 12.
WNDW up 8 with heavy volume after 2-day crash.
MEEC up 8.
PALAF up 7.
ERII up 6.
NFEC up 5.
LEDS, LEOM, LIME up 4.
BYDDF up 2, new high.

XSNX down 28 with volume.
OPTT down 22 with heavy volume after several day zoom.
EVSI down 9.
WPRT, ZAAP down 8.
GPHBF down 7.
ZNNMF down 6.
AWSL, CLNT down 5.
AMRS down 4.

FRIDAY CLOSE .... DOW UP 10, NAZ DOWN 4, S&P DOWN 2

WTI ~$46, Brent over $47. US natgas $2.76.

China 2Q GDP up 6.7%.

OPTT up another 75, new high with extreme volume after reporting.
PRXM up 55 on 105 shares.
RGSE up 41 with extreme volume. (Unbelievable. Who cares about earnings or valuations.)
PSPW up 28 with heavy volume.
EVSI up 16 on 900 shares.
LYSDY up 15 with low volume.
WPRT up 14 with heavy volume.
ERII up 6.
BYDDF up 5, new high with heavy volume, news.

WNDW down 31 more with very heavy volume.
GRPH down 18.
WEST down 15 with volume.
ESPH down 14 with heavy volume.
FCSMF down 12 with low volume.
LSCG down 8.
CCGI down 7 with volume.
CLNT down 7.
GPRC, LEDS, NFEC, LTBR, NTCXF down 6.
NANX down 5 after new high.

PENCE A GLOBAL WARMING CLIMATE CHANGE DENIER

Alaska heat wave shattered records.

Prime Minister May moved energy policy to UK biz dept, appointed new enviro secretary.

BRICS Bank to issue mega green bond.

Tanzania got over $760M finance pledges for green projects.

Churches calling on African Americans to lead on climate change.

US EPA Clean Power Plan saves near $40B on health costs.

Over 1/2 Earth's wildlife biodiversity in danger zone: study.

EPA updated 20-year-old landfill standards.

Fed appeals court threw out 2 govt OKs of Cape Wind Energy's offshore Massachusetts wind project.

Russia holding up $1B China loan for 315Mw hydropower project in Mongolia over water rights. Eg River. Could threaten Lake Baikal - largest freshwater lake on Earth.

US natgas powergen expected to reach record level this year. Up 4% from last year to avg. 3.8Gwh/d.

China crude production down 4.6% in 1H16 to 101 metric tons.

Deepwater Horizon (Gulf of Mex spill) cost BP $61.6B.

US Congress now on 7 week vacation. Go figure.

FRIDAY OPEN .... DOW UP 28--NAZ DOWN 1-- S&P UP 1

WTI ~$46, Brent over $47.

US manufacturing, retail sales both up more than forecast.
ISIS senior commander killed in Iraq.

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

OPTT up another 32 with extreme volume. 2-day double.
CABN up 21, new high.
LYSDY up 10.
PSPW up 8 with heavy volume.
OCLN, LIME up 7.
BLSP, ULBI up 6.
BYDDF up 4, new high with volume, news.
FSYS up 3 with heavy volume. Over all lines.
NANX up 2, another new high.

WEST down 15 with volume.
WNDW down 12 more with heavy volume.
ZAAP down 8 on 110 shares.
ESPH down 7.
NFEC down 6.
PALAF, CLNT down 5.
CSIQ down 3 more.

THURSDAY CLOSE .... MARKET UP 134--28--11

WTI over $45, Brent over $47. US natgas $2.73

US troops to S Sudan for evac. Peace dissolving.
ISIS blew up 5 of its oil refineries. Coalition took out top commander.
Singapore exchange malfunc.

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

OPTT up 61 on news, extreme volume. Gotta love the irrational exuberance of another new clean energy source getting deployed for 1st time. Forget valuations or earnings. Love the love. Up 41 from morning line, for Godssakes. What do you want?
ENZR up 16.
CLNT up 12 with extreme volume. Wildly crazy low valuations.
CREE up 10 with very heavy volume on news.
RNWE up 10 too. Go figure.
SUNW up 9 with extreme volume on news. Not great news. But good news. Hook up with Amazon.
VSLR up 9 with news of $1B suit v. Sun Edison.
VSPC up 9. Whatever.
FCSMF up 8.
APGMF, RGSE, SENY, ULBI up 6. Go fig.
NANX up 3, another new high.

PSPW down 25 with very heavy volume.
AMLM down 20.
WNDW down 16 with extreme volume.
EVSI down 13 on 190 shares.
CDTI down 9 with volume.
CCTC down 8 with volume.
MEEC down 7.
BIOA, CHGT down 6.
ESPH down 6 with heavy volume.
OCLN down 6, new low.
RBCN, ZNNMF down 5.
SRWRF down 5, new low.

GLOBAL ENERGY INTENSITY (ENERGY CONSUMPTION/GDP) CONTINUED DECLINE IN '15; DOWN ~1/3 FROM '90: EIA

EBRD new $650M green bond.

Global E-bike sales projected to reach $24.3B/yr by '25: Navigant. $15.7B - 35M units - in '15.

"Upsurge" of internal carbon pricing at major comps.

Southern Africa economic bloc asking for $2.7B for drought aid.

China GHG emissions will peak sooner than promised: China researchers.

China airlines installing pollution, climate sensors.

China on track to add avg. 1 new coal power plant per week until '20: Greenpeace. To result in ~400Gw excess cap, $150B wasted. 910Gw coal power now, expecting to retire ~70Gw of that.

Samsung, Sungrow $170M China power storage JV.

Enel 55Mw geothermal power project Indonesia.

ABB $30M clean/renewable grid infra order Norway.

IRENA, IDB $300K for 6 clean/ren power projects in LatAm, Caribbean.

Tesla (TSLA) cancelled its car resale value guarantee buyback program.

Wind powered 83% of southern Australia grid Monday.

36 oil tanks exploded in fire in New Mexico Monday.

IEA sees record Mideast oil supply.

Oversupply squeezing Europe oil storage.

Gabon rejoined OPEC.

Iran pumped 3.63Mb/d in June: Platts. Up 740Kb/d since December.

Venezuela denies cutting exports to Cuba. Army now distributing all food in Venezuela.

Nigeria oil workers strike ended.

Near 12K tree species found in Amazon over decades. Legal logging destroying Amazon diversity: study.

Drilling tech to land on Moon by '21.

THURSDAY OPEN .... MARKET UP 142--34--13

WTI over $45, Brent over $46.

Bank of England held key rate to .5%, signaled August stimulus.

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

ALTI up 33 on 166 shares.
CREG up 24 with very heavy volume.
OPTT up 20 on heavy volume, news of 1st deployment.
CREE up 12 with heavy volume, news of unit sale.
SUNW up 9 with extreme volume, news of Amazon biz.
VSPC up 9.
BSRC, LEOM up 8.
KNDI up 6 with very heavy volume, news of sales.
LEDS up 6 with very heavy volume.
CLNT, NFEC up 4.

XSNX down 26 with heavy volume.
EVSI down 13 on 190 shares.
GRPH down 12.
PRHL down 11.
ZAAP down 10 on 132 shares.
LSCG, CDTI down 7.
CHGT, WNDW down 6. WNDW back to 200-day lines.
CCTC, WEST, PALAF down 5.
SRWRF down 5, new low.
ACPW down 4, new low.
AMLM down 4.

WEDNESDAY CLOSE .... DOW UP 24, NAZ DOWN 17, S&P FLAT

WTI under $46, Brent under $47. US natgas $2.75.

Ireland GDP up 26% in '15. (12.5% biz tax rate drawing corp HQs.) Real growth more likely around 5.5%.
Japan cut growth forecasts.

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

ALTI up 20 on 223 shares.
AMTX up 15 with heavy volume.
FCSMF up 13 with volume.
VSPC up 12.
ZAAP up 11.
LSCG up 8.
CHGT, OCLN, PRHL up 7.
GRPH, BIOA up 6.
MGPHF up 6, new high.
MEEC up 5 after reporting.
SENY, PALAF up 5.
RBCN, ZNNMF up 4.
NANX up 3, new high.

WEST down 20.
ESPH down 19 with very heavy volume.
LEOM down 17.
LEDS down 16 with very heavy volume after reporting.
CDTI down 14 with volume.
CCTC down 14, new low with volume.
ACFN, AWSL, CABN down 10.
BSRC down 8.
NFEC down 8 with volume.
ENZR down 7.
NVIC, RGSE down 5.
CSIQ, ENPH, LTBR down 4.
OESX down 2, new low.

CLIMATE ACTION COULD COST FOSSIL FUELS INDUSTRY $33T: REPORT

California plan to extend cap and trade through '50.

Grid-connected power storage projects in global pipeline ~2Gw at end of 2Q: IHS. Led by US, China, S Korea. Up 20% since end of '15.

Australia solar, batt power storage market to grow 4x faster than industry expects: Morgan Stanley. 1-2M homes by '20 from 2K now.

San Francisco skyscraper to use Tesla (TSLA) batt power storage.

DOE seeks to patch US grid security weak point with $15M.

Comps to build microgrid at San Diego Marine station using landfill gas, solar, batt power storage, 7Mw diesel/natgas power plant.

ADB providing Azerbaijan $750M of grid infrastructure.

PG&E launch distributed power demo projects with GE, Solar City (SCTY), Enphase (ENPH).

Eiffel Investment Group wants Euro150M from EIB for energy transition fund.

ACCIONA offtake contract for 168Mw wind power in Mexico.

Tesla (TSLA) cut EV prices after sales miss.

Honda hybrid engine free of rare-earth metals.

Industry group aiming to cut methane leakage to less than 1% of natgas production.

EIA estimates US oil production - including natgas liquids, biofuels - to grow from 14.8Mb/d in '15 to 18.6M in '40.

OPEC sees higher crude demand in '17.

Kuwait launch oil privatization plan.

Iran OK'd new oil/gas contract regime.

China to hit peak energy consumption by '35. China buyers snapping up thermal coal cargoes recently.

N Jersey nuke reactor shut down after 2nd restart.

Near all insects worldwide dying off.

WEDNESDAY OPEN .... MARKET UP 8--6--0

WTI under $47, Brent under $48.

Brexit "close to zero" impact on US: Fed's Bullard.
UK to fall into recession over coming year: Blackrock.
New UK Prime Minister.

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

FCSMF up 21 with heavy volume.
ZAAP up 16.
ASTI up 8.
PRHL up 7.
GRPH up 6.
ACFN, OPTT up 5.
FSYS up 3 with heavy volume.

AMLM down 20.
LEDS down 16 with heavy volume.
LMRMF down 16.
CHGT down 14.
CDTI down 13 with very heavy volume after yesterday jump.
LEOM down 10.
BSRC down 8.
INVT down 6.
HMGLF down 5.
ZNNMF down 4.
CSIQ down 3.

TUESDAY CLOSE .... MARKET UP 120--34--15. DOW RECORD.

WTI over $46, Brent ~$48. US natgas $2.73.

US debt to top WW2 peak within 20 years.
China 2Q GDP seen at 6.6% growth.
Angola cut its '16 GDP growth forecast to 1.3% from 3.3%.
ISIS blew up 5 oil wells in Iraq.

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

CDTI up 81 with extreme volume.
AMLM up 55.
GRPH up 35.
LEDS up 34 with extreme volume after reporting.
BIOA up 13 with volume.
ACFN up 11.
ZAAP up 8 with heavy volume.
LEOM up 7.
EVSI, PEIX, NTCXF, LYSDY up 6.

ALTI down 33.
GPRC down 20 with heavy volume.
ESPH down 16 with extreme volume.
NFEC down 15.
SRWRF down 14, new low with volume.
FCSMF down 11.
AMTX, ASTI down 10.
CCTC down 9 with volume.
BSRC down 8 with heavy volume.
LSCG down 7.
LMRMF down 6.
ENZR, NVIC, XSNX down 5.

TRUMP WOULD BE ONLY WORLD LEADER DENYING HUMAN LINK TO GLOBAL WARMING CLIMATE CHANGE: REPORT

World's clouds in different places than 30 years ago: study.

Australian island to go 100% clean power.

German Parliament OK'd end of wind power FITs, switch to auctions.

Mass, R.I. residents back marine protections: poll.

Solar City (SCTY) launch in Utah.

Blackrock bought 51Mw Irish wind farm from GE.

BYD (BYDDF) lost bulk of $270M el bus order in China.

Argentina Supreme Court suspended price hike for natgas.

Fracking didn't change water contamination risk in Colorado Basin: study.

Alberta Canada tar sand oil back on market after wildfire.

US crude exports record 662Kb/d in May.

New helium discovery in Africa 54.2BCF worth $3.5B.

Petrobras oil/gas production up to record levels in June.

Venezuela cut oil exports to Cuba.

Nigeria oilpipe attack taking 10Kb/d offline.

New DOE rule for pool pumps promises big savings.

Peer pressure - not money - drives conservation: study.

Unions halted work at Hanaford. Demanding bottled air.

EPA tighter selenium standards scoffed.

EPA published SO2 compliance findings.

TUESDAY OPEN .... MARKET UP 77--25--10

WTI over $45, Brent over $47.

Hague ruled China has no right to S China Sea.

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

CDTI up 74 with extreme volume, news.
LEDS up 29 with heavy volume on swing back up.
MEEC up 18, new high with volume after reporting.
BIOA up 10.
ZAAP up 10 with heavy volume.
PRHL, SENY up 9.
LEOM up 7.
LIME up 7 with heavy volume.
ASTI up 6.
ADES, PEIX, NTCXF up 4.
FSYS up 3 with heavy volume, passing through 50-day lines.

SRWRF down 14, new low with heavy volume.
BSRC down 14 with volume.
ENZR down 14 on 500 shares.
NFEC down 13 with heavy volume after yesterday's leap.
ESPH down 12 with heavy volume.
AWSL down 11.
LYSDY down 10.
RGSE down 9.
ACFN, EVSI down 8 on low volume.
CCGI down 5.
ACPW down 4.

MONDAY CLOSE .... MARKET UP 80--31--7

WTI under $45, Brent ~$46. US natgas $2.71.

Heavy fighting in S Sudan.
Trouble in Kashmir.
Decatur IL police shot a black person.
560 more US troops to Iraq. (Where's the rest of the world to help?! China?!, Japan?!, Europe?! South America?! India?!)

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

ESPH up 41, new high on extreme volume.
NFEC up 35, new high with extreme volume.
PSPW up 32 on 200 shares.
WEST up 20 more.
BSRC up 17.
BWEN up 14 with volume.
CABN up 12, new high.
BLDP up 12 with extreme volume, over 50/200 day lines.
NGLPF up 11 on 679 shares.
LTBR up 11.
MEEC up 9, new high with volume.
RNWEF up 9.
NTCXF up 7.
HMGLF up 6.
ENPH up 5 with volume.
WATT, AMSC up 4.
CSIQ up 4 with news.

ZAAP down 26.
AMLM down 19.
ASTI, VSPC down 16.
LEDS down 13 with volume.
CCTC down 7 with volume.
BLSP down 5.

ARCTIC SEA ICE ALL-TIME LOW

Amazon driest wet season on record.

Australia underwater kelp "forest" killed by heat wave.

Storm last week in China drowned 200, 2M forced to higher ground, $10B econ losses.

Climate change may already be shifting clouds toward poles.

Likelihood Gulfstream slowdown in N Atlantic: research. Would moderate Europe warming.

Great Salt Lake facing ruin.

Great Barrier Reef turtles covered in tumors.

57 sharks washed up on Alabama beaches.

African Development Bank $1.34B loan for S Africa's Eskom.

EBRD $110M loan for clean/renewable power projects in Turkey.

Global green bonds $35B in 1H16: Climate Bonds Initiative.

Karnataka India 1Gw solar PPA with Solar Energy Corp of India.

Canadian Solar (CSIQ) 6.2BYen solar finance in Japan. Also $60M from Prudential for Japan solar.

Solar plane left Spain for Egypt.

El trolley trucking in Sweden. Wake up America!

German govt not fining VW 1 cent for diesel emissions cheat.

NY financing lifelines for nuke power plants.

Most US coal power plants compliant with mercury emissions rule: EIA.

Refiners backing bill to stop social cost of carbon emissions calculation.

N Carolina eased coal ash clean up laws.

US oil rig count up 10 last week, natgas count down 1.

OPEC June oil production up 240Kb/d.

PG&E closed its largest natgas storage field after leaks found.

Oil industry facing huge worker shortage: headlines. (Um, aren't most of the layed-off workers still on unemployment insurance income?)

U of Cincinnati retracted study done last year saying fracking non-polluting.

Shell Nigeria resumed oil shipments last week.

Resources for Future leader killed in Baltimore.