WEDNESDAY CLOSE .... MARKET DOWN 53--9--5

WTI under $45, Brent ~$47. US natgas $2.88.

Brazil impeached former president Rousseff.
Uzbek president reportedly dead.

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

CCTC up 21 with heavy volume.
LSCG, XSNX up 17.
NVIC up 16.
CHGT up 14.
OCLN up 9.
AWSL up 8.
ACFN up 7.
ARVCF up 7 with news.
MGPHF up 7 with very heavy volume, above all lines.
BSRC up 6.
WATT up 5 with volume.
ENOC up 4 with volume.
GEVO up 4, above all lines.
MEEC up 4.

GRPH down 44 with extreme volume, under all lines.
PRXM down 33 with volume.
AVAV down 17 with extreme volume after reporting.
LIME down 10 with very heavy volume.
RNWEF down 10 with volume.
ASTI down 8.
AMLM down 7.
CLNE, PTOS down 5 with volume.
HQCL, PEIX, NANX, PRHL down 4.
SPWR, OLED down 3.

GLOBAL WARMING CLIMATE CHANGE THAWING REINDEER IN SIBERIAN ARCTIC. RELEASES ANTHRAX.

World's areas suitable to grow coffee will shrink 50% by end of century from global warming climate change.

N American East Interconnect grid would be strained with 30% powergen from wind, solar: NREL. (Do they take into account addition of power storage? Hopefully someone will tell us.)

China wind power curtailments - 32Twh (?) in 1st 7 months of this year - expected to increase in 2H.

Economic growth won't keep up with hurricane damages by end of century: study. (Who can really see out to 2100?!)

Water pollution in Asia, Africa, LatAm put millions at risk: UN.

Sunpower (SPWR) building 4.8Mw solar-covered carport at Cal State Long Beach.

Solar project in Chile 1/2 price of coal power plant. Spanish developer.

California regulators rejected 287Mw solar project.

Siemens, Gamesa rejected GE bid for offshore wind venture.

Siemens 147Mw wind turbine order for Oklahoma project.

Nikola backed off batt-powered trucks for hydrogen fuel cells.

Iraq blacklisted 3 oil tankers for shipping Kurd crude.

Iraq to support oil production freeze at Algiers meet.

Significant distillates, crude supply build in last week: API, EIA.

2 oil fields shut in Libya over govt pay delays.

New militant group attacked Nigeria oil pipeline.

Over 11% - 168Kb/d - of Gulf of Mex oil/gas production shut down for storm.

WEDNESDAY OPEN .... MARKET DOWN 27--7--3

177K new private sector US jobs in August: ADP.
ISIS spokesman reportedly killed.
"We welcome war with US": Iran spokesman. (Pretty suicidal.)

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

VSPC up 36.
CCTC up 33 with volume.
BSRC up 19.
CCGI up 16.
ZNNMF up 13.
AMLM up 7.
ENOC up 6 with news.
BLSP, PEMIF up 4.

GRPH down 44 with extreme volume, under all lines.
AVAV down 14 with heavy volume after reporting.
LIME down 13 with volume.
RNWEF down 12 with volume.
PRXM down 11 on 10 shares.
AETI down 7, under all lines.
GPHBF down 7 with volume.
CLNE, SUNEQ down 4.
ESPH down 4 on 210 shares.

TUESDAY CLOSE .... MARKET DOWN 48--9--4

WTI under $47, Brent under $49. US natgas $2.83.

End of credit cycle, crash coming: UBS.

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

VSPC up 34 with extreme volume.
AMLM up 27.
BSRC up 19.
CCTC up 18.
ZNNMF up 17.
CCGI up 16 with volume.
LEOM up 12.
URRE up 11 with volume.
ENZR up 7 with volume.
BLSP up 6.
PNPL up 5.
PEMIF, INVT, CHGT, CLNE up 4.
BYDDF up 2, new high with volume, news.

NVIC down 24.
XSNX down 20.
LIME down 18, new low with very heavy volume.
CBAK down 12 with very heavy volume.
NANX, PRXM down 11.
OPTT down 8.
OCLN down 7 with heavy volume, below all lines.
WATT down 7 with heavy volume after hitting new high.
PLUG down 6.
AMTX down 5.
BNET, GPHBF down 5, under all lines.
AWSL, EVSI, CDTI down 4.

MAJOR INSURERS WITH $1.2T OF ASSETS URGING G20 TO PHASE OUT FOSSIL FUEL SUBSIDIES

US installed microgrid cap to reach 4.3Gw over next 5 yrs, up 115% from now: GTM Research.

New Hampshire sticking with solar net metering. Voters support.

Automakers not bringing enough EVs to market: Union of Concerned Scientists.

GM Orion plant 8th largest user of clean power generated onsite in US.

S Korea expanding VW emissions investigation to include all foreign automakers.

Over 2K officials in China punished for malpractice of environmental policy implementation.

Biofuel crops in Dakotas harming bees: USGS. Land use changes less conducive to commercial beekeeping.

Biofuels worse than fossil fuels with carbon emissions: U of Michigan study.

Mexico allowing up to 5.8% ethanol blends in 3 major cities.

Thai comp investing $233M in Japanese solar.

ACT $180M investment in hydrogen tech.

New global oil discoveries at 70-year low.

UK oil production up 17.3% in 2Q v. 1Q. Natgas production up 6%.

Kenya oil reserves expected to rise to 1B bls from 750M.

Offshore Senegal oil reserves continue rising, now up to 641M bls.

Latest US Gulf of Mex oil/gas lease sale flop. $18M of bids.

Anti-fracking campaign in Colorado failed.

Qatar to launch $10B natgas project in November.

Russian comp to build 5 offshore drilling rigs for Iran. $1B.

TUESDAY OPEN .... MARKET DOWN 58--7--5

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

VSPC up 18 with very heavy volume.
BSRC up 16.
CCGI up 11.
CABN up 10.
AMTX up 5.
ASTI, URRE up 4.
LEDS up 4, over all lines.
AMSC up 3 with news.
CREG, SUNEQ up 3.

NVIC down 24.
XSNX down 16 on 315 shares.
QTWWQ down 15.
LIME down 12.
CHGT, PRHL down 9.
GPHBF down 9, under all lines.
AETI down 8, under all lines.
GEVO down 7.
ADES down 6.
OCLN down 5.
RBCN down 4.

GLOBAL BATT POWER STORAGE MARKET SET TO REACH 14GW/YR BY '20: GLOBAL DATA. 1.5GW IN '15

8M smart meters installed in Spain: Iberdola (IBDRY).

Vattenfall Euro3M study on enviro impact from offshore wind power.

VW: 300-mile EV to charge in 15 minutes, cost less than gasoline version. ( O, now, they got religion after getting caught on diesel emissions cheat.)

AAA's EV recharging trucks rarely used.

Solar City (SCTY) to lay off 108.

Sungevity, ENGIE partnering to provide solar in Belgium.

ENGIE close to $619M wind power investment in Brazil.

GCL-Poly buyng Sun Edison (SUNEQ) materials biz for $150M.

China oil production in decline - now under 4Mb/d.

Wall Street pouring bucks into Permian Basin oil/gas.

US oil rig count unchanged in last week. Canada oil/gas rig count up 25.

Oman oil exports up 6.2% in 1H16 yoy to 190.7Mb/d.

MONDAY CLOSE .... MARKET UP 107--13--11

WTI ~$47, Brent under $50. US natgas $2.89.

US highway fatalities up most in 50 yrs in '15. (Could be all that from heroin?)
Oil flooding streets of Iraq town after ISIS opened pipeline tap.

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

NVIC up 27 with volume.
PSPW up 20.
TPIC up 16, new high with heavy volume.
AWSL, QTWWQ up 14.
GEVO up 14, above all lines.
CCGI, SUNEQ up 10.
WATT up 9, new high with heavy volume.
CCTC up 8.
MNGA up 7.
GPHBF up 6.
EVSI up 6 with volume, above all lines.
AMTX, MKTY up 5.
LMRMF up 5 with extreme volume.
BNET up 5, above all lines.
BYDDF up 4 with volume.

AMLM down 27.
VSPC down 26 with very heavy volume.
CABN down 13.
ESPH down 12.
BSRC down 10.
FCSMF down 10 with volume, under all lines.
ZAAP down 9.
PALAF down 6 with volume.
XJNGF down 6.

MONDAY OPEN .... MARKET UP 95--13--9

WTI ~$47, Brent under $50.

US/EU free trade talks have failed: German econ minister.
Saud oil minister doubts production freeze deal.

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

CCGI up 10.
EVSI up 9 with volume, above all lines.
NVIC up 6.
WATT up 6, new high with volume.
ASTI, LEOM, NANX, TPIC up 5.
LTBR up 5 with news.
AMTX up 4.
SUNEQ up 4 with news.
BIOA up 4, above all lines.
BYDDF up 3 with news.

XSNX down 12 on 250 shares.
ZAAP down 11.
BSRC down 10 on 800 shares.
PRHL down 7.
QTWWQ, XJNGF down 6.
NFEC, QTMM down 5.

US, CHINA TO RATIFY PARIS CLIMATE ACCORDS BEFORE G20 MEET: SPECULATION

Grid transformations key to meeting Paris climate goals.

World's 200-year energy demand boom seen peaking in '50's: Bloomberg.

World population to hit 9.9B by '50: study.

Used EV batts could boost power storage market 10x within decade: Bloomberg.

Bureau of "Indian" Affairs giving $8.7M of grants to 63 Native Nations to help tackle climate change.

Enviros in court to make US admin consider climate impacts of oil/gas leasing.

Iowa regulator smooshed attempt to block Dakota access oil pipeline.

Class-action lawsuit seeking damages from Santa Barbara oil pipeline spill.

Russia Nord Stream 2 pipeline "bad deal" for Europe: Biden.

Colorado launched low-income rooftop solar project.

Jinko Solar got $25M credit line for Malaysia growth plans.

IFC, Canada investing in Philippines biomass power development.

UK now gets 1/2 of its powergen from natgas.

Fracking chems could affect female fertility: study.

Fracking wastewater injections could be sullying Texas aquifers: Greens.

Security forces shut down Libya oil field.

Thousands of dead mussels washed up on Long Island.

High levels of fecal bacteria in Baltimore waters.

Algae blooms adding to Greenland ice loss.

VW to compensate dealers $1.2B for diesel emissions cheat fallout.

New wildfire eruptions in California.

Trial start for woman who gave water to slaughterhouse pigs. (There's a song to write.)

FRIDAY CLOSE .... DOW DOWN 53, NAZ UP 6, S&P DOWN 3

WTI over $47, Brent ~$50. US natgas $2.87.

Yellen spoke.
Yemen Houthi claimed missile hit on Saud Aramco facilities.

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

CABN up 23, new high.
NVIC up 19 with heavy volume.
QTMM up 15, above all lines.
XSNX up 13, up over 2x intraday.
PEMIF up 11.
CHGT up 10.
APGMF up 9.
ALTI up 7.
LIME up 7 with volume.
TERP up 6, above all lines.
HYSR up 5.
ZAAP up 5 with very heavy volume.
GLBL up 4, above all lines.

LSCG down 19 on 1.8K shares.
OCLN down 16.
AWSL down 15.
NTCXF down 11 with heavy volume.
ASTI down 8.
ENZR down 8 with very heavy volume.
URRE down 8 with volume, back under all lines.
AETI, CCGI, PSPW down 7.
GRPH, FCSMF, GPHBF down 6.
AMTX, CCTC, EVSI down 5.
FTEK down 2, new low with volume.

FRIDAY OPEN .... MARKET UP 107--38--13

WTI ~$48, Brent over $50.

Case stronger for interest rate hike: Yellen. Lockhart can see 2 hikes this year.
US 2Q revised GDP up 1.1%.

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

TERP up 7, above all lines.
WATT up 5.
CABN, CREG, SPWR up 4.
GLBL up 4 with news, above all lines.
CSIQ, ENOC, LEDS, NFEC, SSNI, LTBR up 3.

LSCG down 20 on 1K shares.
OCLN down 16.
VSPC down 13.
LIME, PRHL down 8.
NTCXF, ZAAP down 8 with volume.
PSPW, FCSMF down 7.
URRE down 4.
EVSI down 3 with volume.

3 GW OF SOLAR TENDERS COMING IN FRANCE

Median price of US installed solar down 5-12% in '15: Berkeley Labs.

Australia team reached record 97% thermal solar efficiency.

China solar demand waning.

Clean/renewable 17% of US powergen in 1H16. (Not including nuke power.) 13.7% in '15. 1H16 non-hydro 9.2%. Powergen down 2.5% v.1H15. Coal powgen down 20%, natgas up 7.6% in 1H16.

Senators intro'd bill to make power storage eligible for investment tax credit.

Climate change to double hay fever in Europe: study.

"No good" to reject climate change: US coal comp official.

Climate change began in 1830s: PAGES2K.

California bill target to reduce GHG emissions 40% from '90 levels by '30. Current law: '90 levels by '20.

L.A. to soon store 5B gallons of stormwater.

Tesla (TSLA) got US OK to buy Solar City (SCTY).

'17 Ford Focus EV getting 33.5Kwh batt. ~100-mile range.

$160M German finance for Uruguay wind farm.

Ban on fossil fuel extraction from public lands, waters could cost US govt $11B in revs, hundreds of thousands of jobs: US Chamber. ($11B not very much with $4T/yr budget; US has been adding hundreds of thousands of jobs each month.)

Top 4 oil majors burning through $80B/yr.

Fed econ adaptation dollars flowing into coal country.

W Virginia regulators halted mountaintop coal project.

Fracking linked to migraines, nasal, sinus symptoms: study.

Only 3 bidders in BOEM's 1st online lease sale for offshore oil/gas.

Iran to attend OPEC talks next month on oil output freeze.

China oil majors burning through their oil reserves.

N Sea oil comps caught in tax avoidance scheme.

25B bl discovery in E Canada. Also 20TCF natgas.

35 major fires burning up west US.

Hopi Nation pressing EPA over arsenic in water.

St Louis schools replacing faucets over lead fears.

THURSDAY CLOSE .... MARKET DOWN 33--5--3

WTI over $47, Brent over $49. US natgas $2.84.

Trump win could cause global recession: Citigroup exec.
House wants to impeach IRS chief.
Iraq forces recaptured oil fields south of Mosul from ISIS.
Iran kicked Russia from airbase saying Moscow made it too public.

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

ARVCF up 18.
LSCG up 16.
OCLN up 14.
EVSI up 7 with volume, over all lines.
GRPH, BIOA, ESPH, NVIC up 6.
ACPW up 5.
AMLM up 1, intraday double.

QTWWQ down 15 with volume.
ACFN down 9 with heavy volume.
CSUNY, ZNNMF down 8.
ASTI, VSPC down 6.
HYSR down 5, under all lines.
LEOM, SENY down 5.
FCSMF down 5 with volume.
SPWR down .8, new low.

THURSDAY OPEN .... DOW DOWN 10, NAZ FLAT, S&P FLAT

WTI ~$47, Brent over $49.

Market waiting for Yellen speak tomorrow.
US core capital goods orders surge.

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

LEOM up 12.
NFEC up 6 with news.
ACPW, AMTX up 5.
BLDP up 4 with news.
QTMM up 4 with heavy volume.
TVIA, WPRT up 4.

AMLM down 49.
PRHL down 10.
CSUNY down 9.
HYSR, ZAAP, FCSMF down 8.
CCGI, NTCXF down 7.
CCTC down 6.
OCLN down 4.

WEDNESDAY CLOSE .... MARKET DOWN 65--42--11

WTI under $47, Brent ~$49. US natgas $2.79.

$25B drawn on hedge funds in July. Most since '09.
Iceland rate cut.
Colombia, FARC deal to end 52-year war.
Attack on American U. in Kabul.
Iraq army surrounding oil refinery in push on Mosul.
Italy town gone after quake. Also Myanmar quake.

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

ACFN up 29 with volume.
URRE up 17 with extreme volume.
HYSR up 9.
AMLM up 8 with heavy volume.
LEOM up 7.
ACPW up 5.
WATT up 4, new high with heavy volume.

VSPC down 20 with volume.
XSNX down 19.
LMRMF down 15.
ZNNMF down 12.
NVIC down 11.
PRXM down 10 on 100 shares.
CABN down 8.
WPRT down 8 with heavy volume, below all lines.
NTCXF down 7, below all lines.
PEMIF down 7.
CCTC, EVSI, PEIX down 6.
HQCL down 6 with volume, below all lines.
LTBR down 6, below all lines.
AMSC, BSRC, GLBL, BLSP down 5.
BLDP down 4.
CSIQ down 4 with volume.
EFOI down 2, new low with volume.
SPWR down 1, new low.

INDONESIA TO ADD 5GW SOLAR OVER NEXT 5 YEARS USING FIT'S

China solar comps in breach of EU solar rules.

Investors with $13T urging G-20 to price carbon.

China shutting down industry to clear skies for G-20 soiree.

Utilities in Belgium, Switzerland partnering with Sungevity, Ikea to market rooftop solar systems.

California Assembly passed bill to extend climate targets.

Legal challenge launched v. NY clean energy standard passed earlier this month.

China targeting 10x increase in EV sales over next 10 years to 3M/yr.

Brazil to let developers cancel contracts for First Solar (FSLR) projects.

Musk buying over 1/2 of Solar City (SCTY) bond offer.

Mali village getting el from solar for $50K investment.

ReneSola revs continue to fall.

Trina Solar shipped 1.66Gw in 2Q16. Up from 1.4Gw in 1Q, 1.2Gw in 2Q15. Net revs $962M 2Q16, gross profit $176M. (Around 60 cents/watt?!)

Turbines erected for Block Island project. (US' 1st offshore wind.)

Iberdrola (IBDRY) to build 2 wind farms on Canary Island.

New Tesla (TSLA) 100Kwh batt gives Model 3 315-mile range, quickest giddyup in production.

Canada research team improving high-volt lithium-ion batt performance with ethylene-carbonate-free electrolytes.

WM Motor (EV maker) got $1B funding. Former Volvo exec, Zhejiang Geely Group. 1st vehicles in '18, up to 100K/yr by '21.

Transportation sector now responsible for largest carbon emissions in US, 1st time in 40 years.

Green Plains (GPRE) buying 3 Abengoa ethanol plants in Nebraska. 236M gal/yr for $237M cash, working capital adjustments.

Russia sees oil under $50 until late '17. Goldman sees $45-50 through summer of '17.

Massive build in US crude inventories last week: API.

Pakistan $8.5M to monitor glacier ice melt.

Hundreds of thousands of dead fish washed up in NJ.

Zika outbreak in Tampa area.

WEDNESDAY OPEN .... MARKET DOWN 35--4--3

WTI under $48, Brent under $50.

Turkey launched military mission into Syria to fight ISIS (and maybe Kurds).
N Korea missile launch from submarine.
Putin offering to broker Mideast peace talks.
US home sales down in July, prices up 5.6% in 2Q.

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

URRE up 37 with extreme volume.
LEOM up 16.
ACFN up 9 with volume.
ACPW up 8.
OCLN up 6.
WATT up 6, new high with volume.
SUNEQ up 3.

BSRC down 17, under all lines.
QTWWQ down 7 with volume.
XSNX down 7.
GPHBF down 6, under all lines.
FCSMF down 5.
BLSP down 4.
HQCL down 4, under all lines.
PNPL, QTMM down 3.

TUESDAY CLOSE .... MARKET UP 17--15--4

WTI over $47, Brent over $49. US natgas $2.75.

US new home sales up 12.4% in July.

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

BSRC up 20 with news.
VSPC up 17.
PEMIF up 10.
WATT up 9, new high with volume.
AMSC up 9.
QTWWQ, SENY up 7.
GPRE up 6, new high with volume.
GRPH up 6.
SUNEQ up 5.

CSUNY down 20.
ACFN down 18 with heavy volume, below all lines.
NVIC down 16, new low with volume.
XSNX down 13.
CHGT, LSCG down 12.
MGPHF down 9.
RBCN down 7 with extreme volume, below all lines.
ASTI down 7.
ENZR down 7, below all lines.
ESPH down 6.
ACPW down 5, below all lines.
PSPW down 5.
EFOI down 3, new low with volume.
SPWR down 1, new low.

100K FOLKS EMPLOYED IN US SOLAR, WIND PARTS AND PIECES MANUFACTURING, UP 20% YOY

India solar tenders passed 20Gw.

Trina Solar doubled their net income after $1.1B merger.

Canadian Solar (CSIQ) unit turned on 100Mw solar plant.

Record low wind power prices in Australia 200Mw power auction.

Solid Energy Systems developing lithium-metal batts to double batt life.

Bolivia began shipping lithium to China.

Nissan developing variable compression gasoline engine for efficiency.

Volvo, Uber deal for joint development of autonomous vehicles.

EC OK'd Czechoslovakia hydropower, biogas subsidies.

N Texas quakes tied to oil/gas drilling: EPA.

EPA Science Advisory Board said EPA failed to back up its assessment that fracking not harmful to drinking water.

Statoil $100M to tap new N Sea oil/gas discovery.

Oil production began offshore Ghana. Est. 80Kb/d by yearend.

Pemex production may fall to 1.6Mb/d by '20, less than 1/2 of '04 peak. Lack of money, tech.

China plans 250Kb/d cut in crude demand.

Libya UN-backed government got no vote in Parliament.

Opium production just under 50% of Afghan GDP in '11. Production up since. (With est. 59TCF of natgas reserves.)

Georgia foiled attack on Russia-to-Armenia natgas pipeline.

Raw sewage fouling Baltimore waters.

TUESDAY OPEN .... MARKET UP 78--28--9

WTI under $47, Brent under $49.

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

ACFN up 9 on 300 shares.
ZNNMF up 9.
AMLM up 8.
WATT, OPTT up 7.
BSRC up 5 with news.
HQCL up 5 with volume after reporting, above all lines.
PRHL up 5, above all lines.
CREG up 4.
RGSE up 4 after reporting.

ESPH down 8.
ASTI down 7.
GPHBF, RBCN down 6, under all lines.

GLOBAL NON-HYDRO CLEAN POWER GENERATION UP 70% '10-'15: FINANCIAL TIMES

20 largest national econs got 8% power gen from clean power in '15.

Mexico development bank plans MXN 2B green bond.

Scotland mountain flora disappearing.

Netherlands aiming to ban diesel vehicles.

Australia rejected China buyout of Australia's largest grid.

Bermuda 6Mw solar tender.

KEPCO got 30Mw concentrated solar project in US.

New turnkey solar solution for APUs for trucks, RVs, etc.

BYD (BYDDF) OK'd for Brazil solar facility.

EV sales 28% of market in Norway for 1st 7 months of this year.

91K EVs sold in Europe in 1H16, up 21% yoy.

Tesla (TSLA) now offering 2-year leases.

US soybean production on track for record year.

US ethanol production tied all-time record.

US oil rig count up 10 last week. Natgas count unchanged.

Oil shipments resumed from Libya port after 10 months.

Kurdistan resumed 70Kb/d oil flow to Turkey. Expected to increase to 150K next week.

MONDAY CLOSE .... DOW DOWN 23, NAZ UP 6, S&P DOWN 1

WTI under $48, Brent under $50. US natgas $2.67.

Syria army hitting ISIS in Homs area.
US predicting fall of Mosul by end of year.
Iran formed "Liberation Army" to help other Shiite v. Sunnis, Israel.
Natgas pipes hit by artillery in E Ukraine Friday.
Doctors Without Borders withdrew from 6 Yemen hospitals after Saud airstrike.
Ceasefire announced in Nigeria with NDA militants.

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

ESPH up 11.
XJNGF up 9, above all lines.
EVSI up 6 with volume, above all lines.
LMRMF up 6.
ARVCF up 6 with news of GE buyout.
PSPW up 5.
VWDRY up 4, new high.
WATT up 4.

LEOM down 22, new low.
BOPO down 15 on 1K shares.
RNWEF down 14.
OCLN down 11.
SUNEQ down 10.
CABN, PEMIF down 8.
ENZR down 8 on 1K shares.
ASTI, PRXM, ZAAP down 7.
CCGI down 6 with volume.
FCSMF, URRE down 6.
BSRC down 5.
ACFN down 4 with heavy volume.
LIME down 4 with news.
ZNNMF down 4.
CSIQ down 3 with volume.

MONDAY OPEN .... MARKET DOWN 42--8--4

WTI under $48, Brent under $50.

Bill Gates net worth hit $90B. (He's who we should have for POTUS.)

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

CCTC up 10.
NVIC up 7.
PSPW up 5.
VWDRY up 4, new high.

LSCG down 25.
LMRMF down 18.
BOPO down 15.
OCLN, RNWEF down 14.
CHGT down 12.
LEOM down 10, new low.
ACFN down 10.
CABN down 9.
SUNEQ down 8.
BNET, URRE down 7.
AMLM, ASTI, FCSMF, SENY down 5.
BLDP, CSIQ, REGI, SEDG down 4.
EFOI down 2, new low.

INDIA TO LAUNCH 1GW WIND POWER AUCTION

Air pollution causes over 3M premature deaths/yr globally: WHO.

IRENA offering downloadable wind, solar resource maps of world.

Louisiana flood damage estimates up to $20B.

Solar City co-founders cut their pay to $1/yr ahead of job cuts.

Canadian Solar (CSIQ) 2Q revs up to $806M from $721M in 1Q, $632M in 2Q15. Slowing down capital equipment expansion.

JA Solar (JASO) revs up 50% yoy.

Construction phase done on US' 1st offshore wind power project in Rhode Island.

Vestas (VWDRY) revs up 74% in 2Q v. 1Q, up 46% v. 2Q15. 1.79Gw of turbine orders in 2Q16.

Chev Bolt launch delayed.

Uber to start using self-driving cars later this month in PA.

Nissan LEAF buys in Quebec = 40% of Tesla Model 3 reservations.

Iraq resumed oil exports from Kurdistan.

Brazil seized $655M for Petrobras damage compensation.

Harley to pay $12M fine for devices that get around certified emissions.

FRIDAY CLOSE .... MARKET DOWN 45--1--3

WTI over $48, Brent over $50. US natgas $2.58.

ISIS oil truck convoy destroyed in Nineveh by coalition.

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

CSUNY up 32.
XSNX up 30.
CHGT up 17.
CABN up 8.
ADES up 5 with volume, above all lines.
AEIS up 3, new high.
BWEN up 3, above all lines.

VSPC down 15.
LSCG down 11 with volume.
CCTC, LYSDY, NVIC down 10.
OCLN down 9, new low.
SUNEQ down 9.
LMRMF down 9, new low with heavy volume.
ENZR down 7 with volume.
AWSL down 6, new low with extreme volume.
LYTS down 5 with volume.
MKTY down 5.
CSIQ down 3 with volume, downgrade.
EFOI down 3, new low with volume.
BIOA down 3, under all lines.
TPIC down 1 after new high.
VWDRY down .8 after new high.

FRIDAY OPEN .... MARKET DOWN 66--10--8

WTI over $48, Brent over $50.

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

AETI up 6.
BLDP up 4 with volume.
OLED up 4.

LMRMF down 23 on 500 shares.
ZAAP down 12.
QTMM down 10.
SUNEQ down 6.
NFEC, RBCN down 5.
NTCXF, OCLN, PRHL down 4.
CSIQ down 3 with volume.
EFOI down 1, new low.

NEXT YEAR LIKELY TO BE COOLER THAN THIS YEAR: BRIT RESEARCHERS. NO SIGN OF STRONG LA NINA.

In past year, 500-year and 1K-year rain events occurred in Nevada, Texas, Oklahoma, S Carolina, Louisiana.

"Global warming will bring more Louisiana floods": Gore.

20 sq. mi. of Louisiana lost each year to Gulf of Mex. Threatens $100B of energy industry infra. Oil pipelines may soon be underwater.

Japan, New Zealand ready to ratify Paris Climate Accords.

DOE legal victory reinforces US Clean Power Plan: EPA.

New US rules require heavy-duty trucks to cut emissions 25% over next decade.

Greece OK'd new clean/renewable power law.

DOE $40M to fund wave power test site.

New deal in Colorado for solar, grid fees.

EBRD $26M for Kazakhstan solar project.

Insurance comp investing $111M in Neo Solar.

India grid-connected solar power capacity now over 8Gw.

New low solar power price record in Chile - $.02.91/Kwh.

US wind power prices at "rock bottom": Berkeley Lab.

$81B for climate, clean/renewable power projects from world's 6 largest multilateral development banks in '15: report.

US 2nd in world wind power capacity, but behind more countries in % of wind to total powergen: Fed report.

UK OK'd world's largest offshore wind project - DONG's 1.8Gw farm.

Ballard (BLDP) deal in Japan.

OPEC production falling this month: UBS. 8-year high in July.

Former OPEC president predicts production freeze deal.

Nigeria now says its production 1.56Mb/d.

S Sudan aiming for 500Kb/d production, fuels exports to Ethiopia.

Moscow delaying Bashneft privatization into '17.

Natgas to pass coal as top US power carbon emitter: EIA.

GE pushing coal power in Asia.

India to overtake China in air pollution death rate: study.

Upgrades keeping US grid going this summer despite the heat waves.

Navajo Nation suing EPA over poisoning Colorado river.

THURSDAY CLOSE .... MARKET UP 23--11--4

WTI over $48, Brent over $50. US natgas $2.67.

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

ALTI up 30.
ENZR up 24 with heavy volume with news, above all lines.
CSIQ up 17 with very heavy volume after reporting.
LYSDY up 16 with volume, above all lines.
NFEC up 13.
AMLM, ASTI up 11.
LSCG up 10 with volume.
BLDP up 9, new high with extreme volume, news.
VWDRY up 9, new high with heavy volume.
INVT up 8 with extreme volume, news.
RBCN up 7 with volume.
CLNE up 6 with heavy volume.

EVSI down 10 with volume.
KNDI down 6 with heavy volume.
LYTS down 6.
EFOI down 5, new low.

THURSDAY OPEN .... DOW FLAT, NAZ UP 6, S&P UP 1

WTI over $47, Brent over $50.

ISIS lost Sirte.

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

ALTI up 100.
ASTI up 21.
INVT up 19 with extreme volume, news.
CSIQ up 17 with heavy volume after reporting.
LEOM up 16.
NFEC up 12 with volume, news.
AMLM up 10.
VWDRY up 9, new high with volume.
BLDP up 9, new high with news.

VSPC down 14.
ACFN down 13.

WEDNESDAY OPEN .... MARKET DOWN 56--16--6

WTI ~46, Brent under $49.

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

SKYS up 63 with extreme volume, news.
CSUNY up 17.
NFEC up 12.
LSCG up 11.
OPTT up 10 with news.
ZNNMF up 10.
ESPH up 8.
CCGI up 7.
SUNEQ up 6.
CLNE up 5 with volume.
LEDS up 5.
FCSMF up 4 with news.
INVT up 4.

CREE down 15 with very heavy volume after reporting.
LIME down 11.
CSIQ down 5, new low.
CDTI down 5.
CCTC, GLBL, LYSDY, OCLN, PEMIF down 4.

TUESDAY CLOSE .... MARKET DOWN 84--35--12

WTI over $46, Brent ~$49. US natgas $2.63.

At least 1 Fed rate hike may be needed in '16: Lockhart.
Russian bombers using Iran base for Syria strikes.

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

SUNEQ up 28.
CSUNY up 21.
AMRS up 16 with heavy volume.
LSCG up 12.
PRXM up 11.
GRPH up 10.
LEDS up 9.
TPIC up 9, another new high with volume.
NTCXF up 8 with volume, news.
CLNE up 8 more with heavy volume.
BIOA up 7 with volume.
OPTT up 7.
TVIA up 5 with volume, above all lines.

PTOS down 34 with volume.
PSPW down 30.
ASTI down 19 after reporting.
PSWW down 15.
VSPC down 14.
ESPH down 12.
AMTX down 12 with very heavy volume.
NFEC down 11.
AMLM down 10.
LIME down 9, new low with extreme volume.
RGSE, ZAAP down 9.
AETI down 6 with heavy volume.
BSRC, CABN, INVT, PRHL down 6.
HYGS down 6 with volume.
ADES down 5 with volume, under all lines.
BWEN, GLBL down 5.

JULY WAS EARTH'S HOTTEST MONTH EVER IN RECORDS: NASA. 15TH MONTH IN ROW OF RECORD HOT MONTHS.

July temp 1.51*F above average.

60% chance of La Nina, less rain in US southwest: NWS.

Lake Mead, Lake Powell combined lowest level in history from 16-year drought.

Louisiana flooding linked to climate change.

Climate change public opinion (US) more divisive than abortion.

Climate change increases ocean salinity: new study.

Mexico volcano could possibly cool atmos a little with sun shield.

Whitefish die-off in Yellowstone River.

Clean power storage market could reach $90B/yr by '25: Mckinsey.

Offshore wind could replace nuke power at same cost: analysis.

Lithium batt market to reach $46B/yr by '22: Avicenne Energy. (Needs graphite.)

EPA final truck fuel economy rule more stringent than proposed.

Extra natgas use for US power this summer because of heat + hard winter forecasted by Farmer's Almanac could result in natgas shortage this winter. (But, O yea, we sure want to export LNG for some dam reason other than the facilities and ships were built so should be used. Wouldn't it be nice if US actually had an energy policy and plan? No. That would go against our market-controlled chaos.)

Whatever, had my say.

Natcore (NTCXF) picked to manage 200Mw solar plant project in Vietnam.

Commercial EV fast-charge stations rolling out in Queensland Australia.

EPA giving '17 BMW i3 114-mile range.

Fed appeals court upheld Army Engineers' streamlined permit system for small coal strip mines.

NASA found most southwest US methane leaks come from small group of "super emitters".

EC $210M to build Finland to Estonia natgas pipeline.

China $13B buy of Brazil power utility comp.

Australia opening up oil/gas exploration offshore west coast.

N Dakota oil production down 20Kb/d in June to ~1M.

Nigeria oil production down 900Kb/d from militant attacks (Nigeria admitted.)

Afghan oil/gas development ain't in the cards with the present deck.

Airbus working on autonomous flying taxis.

TUESDAY OPEN .... MARKET DOWN 41--22--7

WTI over $45, Brent over $48.

Sept Fed rate hike possible: Dudley.
UK inflation up.
Indonesia raising S China Sea tensions.
"God help us": George Shultz on Trump presidency.

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

SUNEQ up 24.
NTCXF up 14 with news.
ACFN up 9 with volume.
EVSI up 9, over all lines.
LEDS up 9.
OCLN up 7.
CCGI up 6.
LMRMF up 6 with heavy volume.
BIOA up 6 with volume.
TVIA up 6 with news, over all lines.
TPIC up 5, another new high.
WATT up 4, new high.

PTOS down 34 with heavy volume.
ASTI down 31 after reporting.
LIME down 19, new low with volume.
ZAAP down 15.
SENY down 9.
AMTX down 8 with very heavy volume.
AETI down 7 with heavy volume.
BSRC, PRHL, RGSE down 7.
INVT down 6 with report, below all lines.
AWSL, CREG, ESPH, NANX down 5.

MONDAY CLOSE .... MARKET UP 59--29--6

WTI over $45, Brent ~$48. US natgas $2.59.

Australia cut key rate.
Justices "referees in politicized society": Sotomayor.
90% of Venezuela families can't afford food, major malaria outbreak.
Yemen ceasefire collapsed last week, US $1B weapons sales to Sauds.
Alleppo in hell, ISIS digging pits to store oil.

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

AETI up 48, new high with extreme volume after reporting.
CSUNY up 12.
CABN up 11.
RGSE up 11 after reporting.
NANX up 8.
HQCL up 7 with volume.
PNPL, WATT up 7.
BLDP, BWEN, ENPH up 6.
ZNNMF up 6 with volume.
VWDRY up 1, new high.

LSCG down 20.
SUNEQ down 17, new low with news.
CLNT down 15, under all lines.
ASTI down 13.
EVSI down 11 with heavy volume.
LEDS, OCLN down 11.
GRPH, URRE down 9.
ZAAP down 8.
BLSP, BNET down 7.
ESPH down 6 with volume.
FCSMF, NFEC down 6.
AMLM down 5.

TRUMP: CLIMATE CHANGE COULD HAVE SOME IMPACT, BUT NOT DEVASTATING. (HOW DO WE MEASURE DEVASTATION?)

Atlantic Ocean hit all-time record 83.3*F. (I'm guessing at the equator.)

Indonesia mangroves can protect our climate: study.

Brazil could tip Paris Climate Agreement into force: analysis.

13Gw solar, 22Gw wind registered for next Brazil power auction.

China's carbon market to include automakers.

Australia planning to pave roads with solar power collectors.

65 UK orgs to convert vehicle fleets to 5% EVs by '20.

EV sales exceeding expectations in Europe: BMW.

GM testing autonomous Bolts in AZ.

D.C. streetcar ridership up in 1st 6 months. (Cincinnati streetcar startup next month.)

Michigan bought $48M of Tesla stock in 2Q, 2x more invested in TSLA than Ford, GM.

Tesla 100KWh batt unveiled in Europe.

Chev Bolt drag coefficient .32.

EV's could replace 90% of cars: study.

Arctic Ocean area species shift occurring: study.

Sun Edison (SUNEQ) "hopelessly insolvent": case judge.

Solar City (SCTY) growth slowing.

Solar World (SRWRF) revenues up 30%.

US opened up bids for offshore N Carolina wind power.

Natgas prices in '17 to give small boost to coal: analysis.

Ever wonder why OPEC headquarters in Vienna?

US record corn crop/yield predicted. 15.15B bushels, 175.1bu/acre.

10 winners in French biomass tender.

Fertilizer in California aquifers could take decades to clean out.

Thousands sick from New Zealand tap water.

Unbreathable air LA basin lately. Like now.

MONDAY OPEN .... MARKET UP 84--28--7

WTI over $45, Brent over $47.

Japan econ growth slower.
Islamist attack in E Congo.
25% of Puerto Rico folks expected to contract Zika this year.

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

AETI up 45, new high with extreme volume after reporting.
CABN up 14, new high.
NANX up 11.
CSUNY up 9.
MNGA up 9 after reporting.
AMLM, BLDP, INVT up 7.
RGSE, SENY up 6.
ZNNMF up 5.
CCGI, CLNE, WPRT up 4.
VWDRY up 1, new high.

CLNT down 19.
XSNX down 16.
SUNEQ down 12, new low.
URRE down 11.
OCLN down 9.
GRPH down 8.
BSRC down 8 on 133 shares.
LEDS, BNET down 7.
VSPC down 4.

TRUMP ON WARMING: IT GOES UP, IT GOES DOWN. CLINTON WANTS US TO LEAD WORLD IN CLEAN POWER TECH, INDUSTRY.

Germany biggest global lender for clean/renewable power tech.

Epic Mideast heat wave; let alone heat wave in US Midwest, now eastern seaboard, Louisiana deluge.

NOAA predicts strongest hurricane season since '12.

Wind powered all of Scotland last Sunday.

Global wind industry's ops, maintenance revenues to hit $17B/yr by '20: Global Data. $10B in '15. (I mistakenly reported previously those were figures for entire wind industry.)

Massachusetts passed 3rd US power storage mandate.

Rhode Island $17M for power efficiency, clean/ren development.

China EV sales up 188% last month, BYD (BYDDF) still dominant.

Karma plans $115K solar-boosted hybrid car.

Sumitomo deal with US Hybrid to expand hydrogen fuel plans.

Stem got $100M power storage equity finance.

Vestas (VWDRY) got 670Mw of wind turbine orders so far this month.

Russia delaying $10B Rosneft privatization.

Oil/gas industry suing BLM over lease sale delays.

Global oil production set to drop: IEA. (Other reports it's going to increase in near term.)

US oil rig count up 15 last week, natgas count up 2.

Kenya to start pumping 2-4Kb/d.

Nigeria set to split up if oil/gas found in north. New militant group attacked another Nigeria oil pipeline.

338Gw of new coal power under construction globally. Most in Asia. Finance from big banks.

Worries growing over health impact of Zika-fighting chems.

California problems with protecting Salton Sea wildlife.

Australia nixed plan to cut healthy Tasmanian devil population.

FRIDAY CLOSE .... DOW DOWN 37, NAZ UP 4, S&P DOWN 1

WTI over $44, Brent ~$47. US natgas $2.58.

UN Security Council backs more troops for S Sudan peacemaking.
Venezuela increased minimum wage 50% amidst financial crisis.

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

ALTI up 100.
XSNX up 26.
CCGI up 22 more with extreme volume.
RUN up 15 with very heavy volume after reporting.
ITRI up 10, new high with heavy volume after reporting.
ZNNMF up 10.
BNET up 8 on 200 shares.
ACFN, BSRC, GPHBF, QTWWQ, PNPL (on 500 shares) up 7.
CLNT, OCLN, WATT up 5.
MEEC up 5 with very heavy volume, above all lines.
NVDA up 5, new high with heavy volume after reporting.
CCTC, HYGS, VSPC, PALAF up 4.
TPIC flat, another new high.

SUNEQ down 50.
WWPW down 17 on 400 shares.
CHGT down 16.
APGMF down 13, new low.
CSUNY down 11.
URRE down 7 with extreme volume.
RGSE down 6.
ASTI, WNDW down 5.
AWSL, EFOI, NFEC, LTBR, VSLR, SKYS down 4.
FTEK down 4 with very heavy volume.
CSIQ another new low.

FRIDAY OPEN .... MARKET DOWN 22--7--2

WTI over $43, Brent over $46.

German econ slower, Italy stalled.
German bank charging for deposits.
Russia beefing up Crimea air defenses, world asking for calm.

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

RUN up 22 with very heavy volume after reporting, above all lines.
BNET up 8.
BSRC, SENY up 7.
URRE up 7 with extreme volume.
ITRI up 6, new high with volume after reporting.
MEEC up 5.
LEDS, VSPC, FCSMF up 4.
SIEGY up .8, new high.

SUNEQ down 44.
OCLN down 9.
CCTC down 8.
ESPH down 6.
LTBR down 5.
AETI down 4.
AMTX down 4 with volume.

THURSDAY CLOSE .... MARKET UP 117--23--10

WTI over $43, Brent ~$46. US natgas $2.54.

Libya govt forces took ISIS HQ in Sirte.

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

CCGI up 33 with very heavy volume.
URRE up 33 with extreme volume.
MKTY up 25 with heavy volume.
LEDS up 19 with very heavy volume.
ZAAP up 17 with volume.
FCSMF up 12 with heavy volume.
GEVO, LMRMF up 10.
RNWEF up 9 with extreme volume, over all lines.
EVSI up 9 with extreme volume.
TPIC up 8, new high.
SEDG up 7 with heavy volume.
GRPH up 7 with volume.
ZNNMF, WNDW up 6.
MEEC up 5, above all lines.
VSPC up 5 with volume.
OCLN, SRWRF up 5.
GLBL, BYDDF up 4.
NVDA up 2, new high after reporting.
SIEGY up 1, another new high.

ALTI down 33 on 781 shares.
EFOI down 17, new low with very heavy volume after reporting.
HYGS down 10 with heavy volume.
GPHBF down 9, below all lines.
BSRC, LIME, NFEC down 7.
ASTI, AMSC down 6.
ENZR down 6 on 100 shares.
SUNEQ down 5.
QTMM down 4.

GLOBAL WIND POWER INDUSTRY TO GROW TO $17B/YR BY '20: GLOBAL DATA

Americans "in the dark" about solar: DOE survey.

Relative minor investment could transition coal workers into solar workers.

Climate change just minor risk to endangered species: conservation group. Mountain animals more vulnerable to climate change.

Nevada pulling plug on solar subsidies.

Greenko issued $500M green bond.

Sunpower (SPWR) CEO cut his pay to $1/yr. Comp to lose $175M this year. (Stock down 30% yesterday.)

First Solar (FSLR) connected 130Mw farm to India grid. Also got 160Mw contract from Turkey.

Ghana OK'd $230M from Climate Investment Fund.

E.ON lost 80Mw wind farm appeal.

Sunowa/Next Era got 46Mw wind farm PPA.

LeEco plans $1.8B EV factory in China.

EV resale prices still tanking.

NJ nuke power plant back online after 4 shutdowns.

US ethanol production capacity up to 14.9B gal/yr in Jan, up over 500M gal on year: EIA.

India plans to expand its biofuels market over 7x to $7.5B by '22. $2.25B investment by '20.

Argentina sugarcane ethanol price up 39% yoy. Corn ethanol up 70%.

Saud record crude output in July - 10.67Mb/d, up 120K v. June.

US crude storage at all-time high 1.39B bls.

OPEC crude production up 46Kb/d to 33.11M in July. Iran production 3.85M.

Nigerians protesting for jobs blocking Chevron depot.

Oil pipeline spill in Peru Amazon.

THURSDAY OPEN .... MARKET UP 54--10--4

WTI over $42, Brent over $44.

Record refinery demand eroding oil glut: IEA.
Ukraine troops on alerts after Putin "terror" claim.

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

AMLM up 12.
CCGI up 11 with heavy volume.
FCSMF up 10 with volume.
LEDS up 9.
SENY, GEVO up 7.
EVSI up 6 with volume, news.
OCLN, ZNNMF up 5.
ACPW, SEDG up 4.
TPIC up 3, new high.
SIEGY up 1, new high.

EFOI down 21, new low with heavy volume after reporting.
PRHL down 12.
ACFN, GPHBF down 9.
AETI down 6 on 100 shares.
AWSL, ULBI down 4.