Friday, September 30, 2016

GLOBAL CO2 LEVEL OVER 400PPM @ ANNUAL LOW POINT OF CYCLE


Cattle, swamps said responsible for recent methane emissions increase, not fossil fuels: (I suspect) a fossil fuels industry source. (Have we had a major increase in cattle or swamps lately?)

Paris climate agreement to cost Asian countries $300B/yr: analysis.

India cabinet approved Paris agreement.

EIB issued largest ever green bond.

Mexico awarded $4B in 2nd round of clean/renewable program.

Madhya Pradesh India targeting 2.2Gw of new rooftop solar.

Europe to install up to 140Gw new wind power capacity next 10 yrs: MAKE.

China citizens overwhelmingly want clean/ren power.

Solar City (SCTY), Citi created $347M solar fund.

L'Oreal to install 2.7Mw of solar at 2 US plants.

Australia island to be powered by wave, solar power with power storage for micro grid.

Falvez, GE finance for 163Mw wind project.

Vestas to supply 92Mw wind power offshore Scotland for development center.

Siemens (SIEGY) unveiled new line of wind power turbines.

Europe's industrial biotech industry employment to triple to 1.5M by '30: report. Industry now Euro30B/yr.

Canada OK'd $14B LNG export project.

OPEC deal would reduce production less than 1%.

Iraq questioning how OPEC estimates output.

Oil production wastewater could irrigate farmland: scientists.

Setback for BP's drilling plan offshore Australia.

100 more oil/gas bankruptcies yet to come: report.

India OK'd comps' $3.2B stake in Russian oil fields.

US govt funded through Dec 9.

FRIDAY OPEN .... MARKET UP 98--9--8


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

ACPW up 38 with news, extreme volume.
AMRS up 12 with news, heavy volume.
HYSR up 11.
ACFN, RNWEF up 7.
CCTC, EFOI, TPIC, TVIA up 3.
RBCN up 3 with volume.
INVT up 3, above all lines.
NVDA up 2, new high.

AMLM down 18.
OCLN down 12, new low.
NANX down 9.
ENZR down 8.
NTCXF down 6, new low with volume.
RGSE down 5 with volume.
LTBR, OPTT down 3.
OLED down 3 with heavy volume.
NVIC down 3, new low.

Thursday, September 29, 2016

THURSDAY CLOSE .... MARKET DOWN 195--49--20


WTI under $48, Brent under $50. US natgas $2.96.

9/11 bill veto override crashed Saud stock market.
Goldman: oil could climb $7-10 by 2H17 on OPEC deal.
ISIS lost control of Iraq oil fields.

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

CCTC up 20.
LEOM up 17 with volume, news.
LSCG up 14.
ESPH up 12.
EFOI up 7 with very heavy volume, news.
BLSP up 6 with heavy volume.
RBCN up 5.
RNWEF up 4 with heavy volume.
SENY, LIME up 4.
HYGS up 4 with volume.

HYSR down 27 with extreme volume.
ZNNMF down 22 with heavy volume.
FCSMF down 21 with very heavy volume.
INVT, RGSE down 14 with volume.
NVIC down 14, new low with volume.
GPHBF down 13.
QTWWQ down 9.
LYSDY down 7.
ASTI down 6.
APGMF down 6, new low with volume.
NANX, OLED, OPTT, TPIC down 5.
PSPW down 5 with volume.
AMRS, BNET, WPRT down 4.
SCTY down 4 with news.
OCLN down 4, new low with volume.
RVLT down 4 with volume.

THURSDAY OPEN .... DOW UP 16, NAZ DOWN 15, S&P FLAT


US 2Q GDP final revision up 1.4%.
India hit terror camps in Pakistan after army attacked.

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

ESPH up 12.
QTWWQ up 8.
EFOI up 7 with news.
CCTC, LEOM, PALAF up 5.
SEDG up 3.

OCLN down 18 with heavy volume.
FCSMF down 15 with very heavy volume.
ZNNMF down 11.
ASTI, BLSP down 9.
RGSE down 7 with heavy volume.
BNET, OPTT down 4.

Wednesday, September 28, 2016

WEDNESDAY CLOSE .... MARKET UP 111--12--11


OPEC deal to limit production.
Congress overrode Obama veto of 9/11 lawsuit bill. (Katy bar the door.)
America pays 50% more than world for chicken.

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

HYSR up 38 with extreme volume, news; above all lines.
ZAAP up 24.
LIME up 20 with volume.
LYDY up 13.
WPRT up 13 with volume.
CCTC up 11 with heavy volume.
EFOI up 10 with volume.
ENZR up 10.
GPHBF up 10 with heavy volume.
MGPHF up 9, new high with heavy volume.
AMRS up 7.
OPTT up 6 with heavy volume.
BIOA up 5, above all lines.
SPWR up 4.
BNET up 4 with volume, above all lines.
CSIQ up 3.

ALTI down 43 on 254 shares.
PSPW down 15 with volume.
AWSL down 14, new low with heavy volume.
RGSE down 13 with extreme volume, below all lines.
SENY down 12 with heavy volume.
ZNNMF down 11 with heavy volume.
ACFN down 10 with heavy volume.
BSRC down 10.
ASTI down 9.
NTCXF down 6, new low.

TRUMP DOESN'T BELIEVE HUMAN ACTIVITY CONTRIBUTES TO GLOBAL WARMING CLIMATE CHANGE: CAMPAIGN MANAGER


Global warming biggest economic risk: Paulson.

US can't satisfy Paris agreement without new policies: report.

Carbon capture integral to meeting Paris agreement: research.

Poland holding back EU Paris ratification.

O yea, Earth's oxygen levels still declining: study. Scientists still don't know why. (We need 16% Ox in air to survive. Maybe we're getting more nitrogen from all the fertilizer use. And CO2 and other GHGs pushing out Ox?)

California tied with Massachusetts as most energy efficient states.

EPA has edge in Clean Power Plan court case: NRDC.

NYC detailing its move to clean/renewable power-based grid. New goals for power storage, solar capacity.

Brit power comps want to extend carbon tax.

Canada halted its 1Gw clean/ren procurement plan.

EIB Eur1.3B clean power investment.

(GLBL) OK'd sale of (SUNEQ) India assets.

Canadian Solar (CSIQ) got finance for 47Mw of solar projects in Australia. Also, CSIQ unit Recurrent got PPA for 100Mw project with MCE.

JA Solar (JASO) withdrawing from EU minimum solar pricing agreement.

Turkey, France to help spur doubling of EU wind power capacity by '25.

Mainstream, GE 1Gw wind power rollout in Vietnam.

Senvion 230Mw offshore wind power turbine contract.

Global offshore wind power market near 12Gw yearend '15: Navigant Research.

New USPS trucks may go hybrid or electric.

Brazil power prices among highest in world despite all their hydropower.

1st US LNG arrived in Scotland.

Algeria plans to privatize state banks because of oil prices.

EPA standing by its 40-year-old NO2 standards.

Salt marshes may never recover from BP's Gulf of Mex spill: study.

WEDNESDAY OPEN .... MARKET UP 7--FLAT--FLAT


US durable goods orders down in Aug.
Deal reached in Congress to keep govt going, fund Flint solution.
US owes African Americans reparations for history of "racial terrorism": UN panel. (Does that go for Native Americans too?)
US prez debate showed vote "lose-lose": China state media.

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

ZAAP up 49.
HYSR up 46 with extreme volume, news; above all lines.
LYSDY up 21.
VSPC up 13.
CCTC up 11 with volume.
QTWWQ up 9.
OPTT up 7 with heavy volume.
RGSE up 7 with extreme volume.
NFEC, LSCG up 6.
WPRT up 5.
TPIC up 5, new high.
CSIQ, ESPH up 4.
SPWR, SEDG up 3.

NANX down 15, new low with extreme volume.
MKTY down 15.
SENY down 12 with volume.
BSRC down 10 with volume.
GPHBF down 9.
OCLN down 8.
ASTI down 7.
CREG down 4.
ERII down 1 after new high.

Tuesday, September 27, 2016

TUESDAY CLOSE .... MARKET UP 133--48--13


WTI under $45, Brent under $46. US natgas $3.00.

Trump: global warming "naturally occurring". (OK, humans are part of nature. So, yea, it's occurring naturally from human activity.)

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

RGSE up 111 with insane volume.
PSWW up 41 with heavy volume.
ALTI up 35, above all lines.
NVIC up 17.
BSRC up 12 with volume, news.
AWSL up 12.
OPTT up 11.
PSPW up 9 with volume.
INVT up 9 with extreme volume, above all lines.
MGPHF up 9 with heavy volume.
ERII up 7, new high with heavy volume.
PRHL, SPWR up 5.
BLDP, FSLR up 5 with volume.
CSIQ, OCLN, WPRT up 4.
NVDA up 3, new high.

ZAAP down 21.
ACFN down 13.
SRWRF down 13, new low on 126 shares.
VSPC down 12 on 500 shares.
LSCG down 11 with heavy volume.
ASTI down 10 with volume.
URRE down 6.
CCTC down 5, new low.
PALAF down 5.
RBCN, RNWEF down 4.


NEW RESEARCH EXTENDS GLOBAL AVG SURFACE TEMPS BACK TO 2M YEARS AGO


Trump asked API for "piece of the action" for OK'ing Keystone pipeline if he wins presidency. API declined.

US House committee chair wants proof climate change threatens national security.

4 new California bills to accelerate power storage market.

Biopower market to rise to 165Gw capacity by '25 from 106Gw in '15: Global Data.

Mexico issued largest green bond in LatinAm for new airport.

ASEAN Region must rapidly accelerate clean/renewable power deployment to meet Paris climate goals: IRENA.

Canadian Solar (CSIQ) unit got 100Mw PPA with MCE.

Japan comp to develop solar power in Vietnam.

Belectric (Germany) to develop 104Mw solar power in Telengama India.

Terra Form Power (TERP), Terra Form Global (GLBL) seeking billions from Sun Ed (SUNEQ).

Vestas (VWDRY) 214Mw wind turbine order from MidAm's 2Gw Iowa project.

Siemens (SIEGY) working on thermal power storage for wind power.

VW diesel cheat spreading to Audi.

California funding study to generate power from roads.

Exxon: impossible to predict how climate change will affect its biz.

Oil/gas bankruptcies set to double this year.

Goldman cut oil price target to $43 from $50.

Shell shutdown Nigeria oil pipeline citing fire.

UK's Labour Party vows to ban fracking if elected.

Michigan says it needs more power savings to handle coal plant closures.

NASA flying lab searching for what's killing large sections of world's coral reefs.

Red tide killed thousands of fish along Florida coast.

Drought threatens cranberry industry.

EARTH WARMING COULD PASS 1.5*C INCREASE WITHIN DECADE: SCIENTISTS. ALREADY 2/3 WAY THERE.


Trump picked top climate change skeptic to lead EPA transition. "Global warming nothing to worry about."

Marrakech to host next global climate conference.

India to ratify Paris agreement.

Analysts foresee dip in China clean/renewable power industry growth.

Oral arguments start today for Clean Power Plan case.

IEA urging Japan to act on higher emissions since Fukushima caused nuke power shutdown. Japan scrapping a nuke power reactor.

Canadian Solar (CSIQ) unit finished 200Mw solar project.

Pacific Ethanol (PEIX) installing 5Mw of solar at ethanol plant.

Asia Clean Capital, Toshiba Mitsubishi to cooperate on 200Mw solar power in China.

FRV financial close on 50Mw solar project in Jordan.

Largest church in Brooklyn going solar.

Arise to sell 200Mw wind power, develop 180Mw more.

E.ON taking charge of 700Mw of US wind power.

Renault delivered its 100,000th EV.

Montana regulators voted against more fracking disclosure.

Another oil pipeline bombed in Nigeria.

Russia betting on $40 oil through '17.

Libya cash to run out soon without jump in oil exports.

Alaska oil fund checks cut in half.

Oil independents to boost capex in '17: report.

Duke to pay $6M for '14 coal ash spill.

Court orders NOAA to write plan for Alaska salmon.

Yellowstone River reopened after parasite killed thousands of fish.

Colorado town algae treatment killed near 1K fish.

Shrinking glaciers worrying Colorado towns.

Health warning on 1st generation LEDs.

TUESDAY OPEN .... MARKET UP 75--27--6


Iran won't accept oil production freeze.
Global trade in worst year since financial crisis: WTO.

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

RGSE up 42 with extreme volume.
INVT up 22 with extreme volume, news, above all lines.
BLDP up 6.
ERII up 5.
WPRT, AMTX, SPWR up 4.
TVIA, AMRS, CSIQ, NFEC up 3.
NVDA up 2, new high.

ZAAP down 22.
ASTI down 15.
SRWRF down 13 on 100 shares, new low.
ACFN down 9.
ZNNMF down 7 with volume.
BSRC down 6 with news.
PALAF, SENY down 5.
CCTC down 5, new low.
MEEC down 4.
MNGA down 3.
NTCXF down 2, new low.

Monday, September 26, 2016

MONDAY CLOSE .... MARKET DOWN 166--48--18


WTI over $45, Brent ~$47. US natgas $3.01.

Sauds offering to cut production 500Kb/d.
Sauds injecting over $5B into their banks.
OPEC meeting in Algeria.
Russia will talk with OPEC after meeting.

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

ASTI up 81 with extreme volume, news.
RGSE up 32 with extreme volume.
ZNNMF up 21, new high with volume.
ALTI up 13 on 125 shares.
OCLN, SENY up 7.
WNDW up 6.
LYTS up 5 with volume.
INVT, PALAF up 5.
ACPW up 4.

AWSL down 22.
NVIC down 19, new low.
LYSDY down 17.
LEOM down 13, new low with heavy volume.
CCTC down 12, new low with volume.
ENZR down 11.
LIME down 10.
ESPH down 9.
BSRC, PSPW down 8.
NANX down 8 with volume.
PRHL down 6.
TERP down 5.
AMRC down 4.

MONDAY OPEN .... MARKET DOWN 119--30--10


US new home sales down 7.6% in Aug.
Bank of Israel held rates steady.
Japan scrambled jets on China move.
New fighting in Sirte, Libya v. ISIS.
Citi: 40% chance Trump wins election.

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

ASTI up 45 with heavy volume, finance news.
ZAAP up 24.
RGSE up 17 with extreme volume.
ZNNMF up 15, another new high with heavy volume.
SENY up 6.
LYTS up 4 with heavy volume.
PALAF, CABN up 4.
BLDP up 3, over all lines.
MGPHF, QTMM up 3.

BSRC down 11.
ESPH, QTWWQ down 9.
AWSL down 6.
NTCXF down 4 with volume.
CCGI, HYSR, BYDDF down 3.

Saturday, September 24, 2016

TRUMP ACCUSING CLINTON OF SUPPORTING PRICE ON CARBON. (EXXON CEO SUPPORTS PRICE ON CARBON.)


Global warming climate change should be debate topic: former USDA chief.

Potential carbon emissions from global fossil fuel reserves undergoing extraction would send global temps over 2*C higher if run to end of projected life: report.

GHG emissions won't go down without reining in industrial users: report.

1.5*C goal can't be reached without "negative emissions" techs: report.

FERC ordered new grid defenses from massive solar storms.

Fed Reserve proposing limits on Wall St energy bets.

IFC, Dane investors to finance 96Mw of wind projects in Bosnia, Herzegovina.

DONG Energy, Smart Wind advanced offshore wind radar system now operational.

Amazon to develop 253Mw wind power in Texas.

Xcel Energy RfP for 1.5Gw more Midwest wind power.

Argentina got 6x response to 1Gw clean/renewable power tender.

Odisha India planning 70Mw rooftop solar power.

Grenko buying SUNEQ India assets for $315M.

United PV bought 82Mw of UK solar power.

INNOGY near Euro2B IPO.

ENGIE won big in Dutch EV charging tender.

California court rejected challenge to oil/gas injection wells.

Space-based radar links oil/gas wastewater disposal to Texas quakes.

Russia started production in new Arctic oil field. Northernmost land field in world.

$3.2B  of new Venezuela oil/gas drilling projects.

Time ideal for OPEC production cap: Iraq minister.

No plans to cut oil production: Russia minister.

Kurdistan missing payments to oil comps for months.

BP's 2nd phase of natgas project in Azerbaijan to cost $18B.

New noncatalytic process converts CO2 into fuels.

Enviros suing to protect critical habitat for bull trout in Idaho national forests.

FRIDAY CLOSE .... MARKET DOWN 131--33--12


WTI under $45, Brent under $46. US natgas $2.95.

Sauds: no OPEC freeze deal next week. But will cut their production if Iran freezes. (Fat chance.)
China establishing clearing center for RMB in US.
Goldman cutting Asia bank jobs 25%.
Water cut off in Aleppo, Syrian forces advancing.

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

AWSL up 34.
LYSDY up 17.
BOPO up 16 on 107 shares.
VSPC up 15.
ESPH up 13.
ENZR up 12.
ASTI, LIME up 11.
PSPW up 9.
RGSE up 8 with extreme volume.
ACFN, CCTC up 7.
ALTI up 7 with volume.
LEOM up 7 with heavy volume.
WNDW up 6.
ZNNMF up 4, new high with heavy volume.

ENPH down 28, new low with extreme volume, pricing news.
LSCG down 13.
SENY down 11.
RNWEF down 8 with extreme volume.
AMRS down 7 with volume.
PALAF down 7.
OLED down 5.

Friday, September 23, 2016

20 MORE NATIONS SIGNED PARIS CLIMATE ACCORD.


US, UN say Paris accord will bind nations by Nov, Dec.

Trump stance on Paris accord denounced by 375 scientists, 30 of them Nobel winners.

Australia unlikely to meet GHG reduction goals without new policies: analysis.

Obama commanding national security agencies to consider global warming climate change in decisions.

Industry, 16 countries and philanthropists $80M pledge to back White House on HFC phaseout amendment.

Drought has killed millions of California trees.

World Bank $390M loan for Pakistan hydropower plant expansion.

Drones can help Sunpower (SPWR) reduce solar power costs up to 30%: CEO.

Tesla (TSLA) suing Michigan to end direct sales ban.

Asia-Pacific wind power tower market to fall from $9.6B in '15 to $5.5B by '20: Global Data.

Azure Power IPO on NYSE.

Canadian Solar (CSIQ), Lightsource won in 450Mw India solar tender.

SK Innovation (S Korea lith-ion batt maker) boosted production 25% to 1Gwh.

Libya boosted oil production 70% ahead of OPEC freeze meet.

Nigeria suing oil majors over $12.7B of "stolen" oil exports. Nigeria production reported up to 1.75Mb/d.

California city rejected Valero crude-by-rail plan.

Kenya, Somalia fighting over offshore oil/gas resources.

Oil workers strike in Norway.

US appeals court added 10th judge to hear Clean Power Plan lawsuit next week.

US Admin proposing adding Bumblebee to endangered species list.

Feds want to spend $360M by '18 to help save Sage Grouse.

US, Canada agreed to share Atlantic Cod fisheries.

Chesapeake Bay pollution down (thought from less rain runoff). Mississippi River water quality improving.

California dairy 1st to offer non-GMO milk.

FRIDAY OPEN .... MARKET DOWN 45--20--5


US abandoned Syria truce efforts.
ISIS tortured to death 6 boys in Mosul for playing soccer.

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

AWSL up 26.
LYSDY up 17.
ESPH, SENY up 13.
ENOC up 8 with news.
NTCXF up 6.
CCTC, FSLR, SPWR, VSLR up 4.
RGSE up 4 with volume.
CSIQ, HQCL, SEDG up 3.
ZNNMF up 2, new high.

ENPH down 25, new low with extreme volume, news.
AMLM down 24.
BSRC down 8.
RNWEF down 8 with heavy volume.
AMTX, SUNEQ down 5.
BLSP, GPHBF down 4.
CAFD down 4 with extreme volume.
PLUG down 3.

Thursday, September 22, 2016

THURSDAY CLOSE .... MARKET UP 98--44--14


Trump econ plan would add $5.3T to national debt.
Clinton plan would add $550B in taxes on estates, banks.
ISIS digging moat, wall of oil tankers around Mosul.

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

ACFN up 20.
NVIC up 18.
ENPH up 12 with news.
GLBL, NGLPF up 11 with volume.
ZAAP up 11.
SUNEQ up 9.
LEOM up 7 with heavy volume.
HYSR up 6 with volume.
MNGA up 6 with very heavy volume, news.
LSCG up 6.
NFEC, PALAF up 5.
FSLR, LYTS, TERP, GPHBF, INVT, WATT up 4.
HYGS up 4 with volume.
TVIA up 4, above all lines.
ZNNMF up 2, new high.
ITRI up 1, new high.

VSPC down 13.
ALTI, AMRS down 6.
CCGI down 6 with heavy volume.
AETI down 5, under all lines.
NTCXF down 5, new low.
OPTT down 5.
PSPW, BLSP down 4.
ERII down 1 after new high.

THURSDAY OPEN .... MARKET UP 137--31--14


US recession probably hits sooner if Clinton wins: Ross (I don't know who he or she is either).
Markets to fall 15% without fiscal action: Fink.
Dodd-Frank should be repealed: Greenspan (who set up Great Recession).

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

ACFN up 17 on 1K shares.
LEOM up 15 with volume after yesterday's plunge.
ZAAP up 11 after yesterday fall.
LEDS up 10, above all lines.
FCSMF, INVT up 6.
MNGA up 6 with very heavy volume, news.
FTEK up 6 with heavy volume.
RBCN, ASTI, GLBL up 5.
ENPH, MEEC, TERP, PSPW up 4.

BLSP down 8 on 300 shares.
AWSL down 6.
AMLM down 5.
WNDW, GPHBF down 4.
ERII down 1 after new high.
NVDA flat after new high.

Wednesday, September 21, 2016

WEDNESDAY CLOSE .... MARKET UP 163--53--23


Fed kept rates steady. (No surprise.)
Boeing OK'd to sell to Iran.
Zuckerberg, Chan $3B initiative to end disease.
Ukraine Supreme Court upheld $3.4B Gazprom fine.

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

BSRC up 14 with volume.
LMRMF up 13 with news.
ERII up 10, new high with heavy volume.
AMRS, NGLPF up 8 with volume.
RNWEF up 8.
AMLM, CCGI, HYGS up 6.
AVAV, FTEK up 6 with volume.
AMTX, FCEL, ENPH, OCLN up 5.
MNGA up 5 with heavy volume.
ZNNMF up 5, new high.
BLDP, CLNE, TERP, NANX, PEMIF up 4.
BIOA up 4 with news.

LEOM down 31, new low with heavy volume.
CCTC down 31 with heavy volume.
AWSL down 26 with volume.
SENY down 26.
NVIC down 17, new low with heavy volume.
PNPL, ZAAP down 16.
LYSDY down 15 with heavy volume.
ACFN, ASTI, ESPH down 10.
RGSE down 9, new low with extreme volume.
FCSMF down 6.
AETI, RBCN down 4.
MEEC down 4 with volume.
NTCXF down 4, new low.

CHINA, RUSSIA, JAPAN, S KOREA PLANNING CLEAN/RENEWABLE POWER SUPERGRID


76% of Millenials want eco-friendly car.

World Court to prosecute environmental cases.

Canadian Solar (CSIQ) $100M new credit from Export Development Canada.

d.light raised $22.5M for solar power solutions.

Duke Energy plans to expand 1Gw pumped water power storage project by 200Mw.

GE to help develop Laos hydropower workforce.

28Mw wind power project offshore Denmark features Siemens 7Mw turbines.

LeECo raised $1B for China EV rollout.

BYD (BYDDF) broke ground in California on 2nd EV plant in 3-plant expansion plan.

2 all-electric bus routes to be running in London by yearend. 51 buses.

Tesla (TSLA) Model S hacked from 12 miles away.

Fiat-Chrysler also used emissions defeat devices in diesel vehicles: German Ministry of Transport.

BLM put Fed coal lease sale in Utah on hold after enviros filed appeal.

Petrobras backing out of biofuels biz. Also slashed 5-yr capex budget 25% to $74B.

1st oil cargo in 2 years left Libya.

US, China fossil fuel subsidies over $20B/year.

Exxon to pay $12M for '11 Yellowstone R. spill damages.

Judge tossed 20K cases v. BP chem leak.

EPA sued over Hanford waste site.

Chicago refuses to replace lead pipes.

Pennsylvania extending ban on oil/gas drilling in forests.

Botswana opposes ivory trade.

Lomiko (LMRMF) new graphene superconducting proto intro.

WEDNESDAY OPEN .... MARKET UP 82--29--11


Waiting on Fed that will most probably not change rates.
Bank of Japan added new stimulus.

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

ENZR up 15.
AMLM up 10.
QTWWQ up 8.
FTEK up 7.
URRE up 5.
ACFN up 5 on 100 shares.
LTBR, AMTX, HYSR up 4.
BIOA up 4 with news.
ERII up 2, new high with heavy volume.

LEOM down 20 with volume.
ESPH down 10.
PRHL down 9.
LMRMF down 8 with volume.
FCSMF, GEVO down 5.
AWSL down 5, new low.
WNDW, ASTI down 4.
NTCXF down 4, new low.
RGSE down 4, new low with volume.
CCTC down 3, new low.

Tuesday, September 20, 2016

CLEAN/RENEWABLE POWER NOW ~30% OF GLOBAL POWER GENERATING CAPACITY, PROVIDES 23% OF TOTAL ELGEN: WORLD ENERGY COUNCIL


Solar power supply glut could push module prices as low as 30 cents/Kwh: analysis.

Arctic ice level 2nd lowest on record.

Cal governor signed bill to limit "super pollutants".

Top US lenders pledging to go carbon neutral, 100% clean/renewable power.

121 policy actions in 42 US states on clean/renewable power in 2Q16.

20 US governors (bipartisan) asking Fed govt to expand solar, wind power development.

Israel 500Mw solar tender soon.

Kazakhstan target over 53 new clean/ren projects by '20.

Australia island finds cheaper to go 100% clean/ren than stick with grid.

Lowest-ever solar price bid in Abu Dhabi by Jinko/Marubeni. 2.42 cents/Kwh.

Tesla (TSLA) sued by shareholders over Solar City (SCTY) merger.

8point3 (CAFD) buying 49% stake in 102Mw Sunpower (SPWR) project.

Sunpower bought AUO's stake in Malaysia JV for $170M.

Some EVs already cheaper to make than hybrids: Toyota designer.

EU court overturned biodiesel antidumping duties on Argentina, Indonesia.

US Navy testing 100% biojetfuel in fighters.

jetBlue 10-yr, 330M gallon biojetfuel order for SG Preston. Non-food feedstock.

Oil majors' capital return @ 50-yr low: Goldman.

US drivers wasting billions on buying premium gas: study.

India gasoline consumption up 15% yoy. (More folks getting vehicles.)

Permian Basin land now too expensive: BP. Going to Argentina.

2 new Pemex oil discoveries off E Mexico. 20Kb/d potential.

3 new Canada oil sands projects to cost up to $3B, add up to 95Kb/d production.

India turning to Iran for 6M bls oil for strategic reserve.

Another oil pipeline attacked in Nigeria.

EPA kept old lead standard against board advice.

2/3 of US folks drinking hexavalent chromium: report.

California Big Sur wildfire US' costliest ever to fight. Still burning.

France outlawing plastic cutlery.

TUESDAY CLOSE .... MARKET UP 9--6--FLAT


WTI over $44, Brent over $46. US natgas $3.07.

OPEC output freeze to last 1 year.
Gasoline pipeline serving east US fixed.

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

MKTY up 18.
OCLN up 17.
PLUG up 12 with heavy volume.
LYSDY up 11.
LTBR up 10.
NVIC up 9.
AMRS up 7 with very heavy volume.
GEVO up 6 with heavy volume.
LIME, SCTY up 6.
ASTI, SPWR up 4.
CAFD up 3 with news after reporting.

PRXM down 33.
SRWRF down 16, new low.
RNWEF down 16.
FCSMF down 13 with very heavy volume.
ZAAP down 11, under all lines.
RGSE down 10, new low with very heavy volume.
FTEK, PALAF down 7.
PNPL down 6.
BSRC, MEEC, ENPH, NANX down 5.
ENZR, WNDW down 4.
BIOA down 4, under all lines.
EVSI down 3 with heavy volume, under all lines.
JASO, NTCXF down 2, new lows.
OLED down 2, back under all lines.
FSLR down 1, new low.

TUESDAY OPEN .... MARKET UP 75--18--8


US housing starts down in August.
US corp cash held overseas up to $2.5T.
China space station falling back to Earth.
Russia airstrike on UN aid convoy. Syria ceasefire over.
Soros $500M pledge for refugees, migrants.
(Fed will probably not move rates tomorrow - no move before election.)

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

QTWWQ up 8.
INVT, RBCN, CCGI, PLUG up 5.
AMRS up 5 with heavy volume.
CAFD up 4.

NANX down 11.
RGSE down 11, new low.
LMRMF down 8.
PALAF down 7.
LYSDY down 6.
AETI down 4.
CCTC down 4, new low.
JASO down 2, new low.
FSLR down 1, new low.

Monday, September 19, 2016

MONDAY CLOSE .... MARKET DOWN 3--9--FLAT


WTI over $43, Brent ~$46. US natgas $2.94.

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

SENY up 58 with very heavy volume.
GLBL up 10 with news, heavy volume, above all lines.
NANX up 10, above all lines.
LEDS up 8.
HYGS up 7 after new low.
QTWWQ up 7.
AMSC up 6.
FCSMF, MNGA, RNWEF up 5.
TPIC up 5, new high.
GCTAF up 5, new high on 528 shares.
SEDG up 5 with volume.
PLUG, CDTI up 4.
SPWR up 4 with volume.
ITRI up 3, new high.
NVDA up 1, new high.

PSPW down 20.
ACFN down 16.
OCLN down 14, new low with heavy volume.
RGSE down 13, new low with very heavy volume.
CCGI down 11, under all lines.
MKTY, LYSDY, NVIC down 8.
PNPL down 8 on 248 shares.
AMTX, INVT, ZAAP down 7.
CCTC down 7, new low.
HQCL, LSCG, NFEC, RBCN down 5.
GPHBF down 5 on 114 shares.
NGLPF down 5 after new high.
WATT down 5 with volume.
HYSR down 4, new low.
ZNNMF down 2 after new high with heavy volume.

ESTIMATED OVER 100K PREMATURE DEATHS FROM INDONESIA HAZE FROM FIRES: STUDY


Sarkozy downplaying importance of climate change.

Venture capital investment in power storage sector $175M in 1H16.

Canada to implement carbon price soon.

Global EV sales up 50% in 1H16 to ~312K, up ~49% yoy.

VW upgrading batt pack sizes of several '17 EV models.

100Kwh batt pack probably as large as we're (Tesla) going: Musk.

Kansas regulators slamming brakes on EV charging stations.

Lyft to have fully autonomous fleet by '21.

$200B funding for public transportation on US November ballots.

6 southeast US states declared emergency gasoline shortage from pipeline rupture.

India lost WTO appeal v. US over solar.

Tender for Welsh tidal power project.

N Sea oil production rising. New discovery in Norway's sector.

Iran oil exports up 15% in August to 2.11Mb/d.

US oil rig count up 2 last week. Natgas rig count down 3.

New Libya clashes dampening hopes of oil exports restart.

US Lutherans to divest fossil fuel investments.

NOAA plans to protect dolphin, guitarfish.

Michigan board removed Flint's right to sue state over lead in water.

Glyphosate "not likely" carcinogenic: EPA.

MONDAY OPEN .... MARKET UP 107--25--11


Merkel regional vote defeat.
UN General Assembly week.
Syria truce crumbling. Erdogan plans Syria "safe zone".

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

FCSMF up 11.
QTWWQ up 10.
GLBL up 9 with heavy volume, news.
AMLM up 9.
TPIC up 7, new high.
EFOI, EVSI, MNGA up 5.
LEDS, SPWR, ENPH, SEDG up 4.
NVDA up 3, new high.
ZNNMF up 1, new high.

OCLN down 14, new low.
BLSP down 11 with heavy volume.
CCGI down 8.
HYSR, PALAF down 6.
CLNT, ARVCF down 4.

Saturday, September 17, 2016

ARCTIC SEA ICE NEAR RECORD LOW. ICE COVER UP TO 9 WEEKS LESS THAN IN '79.


Los Angeles eyeing going 100% clean/renewable power.

US Admin OK'd utility-scale solar project on Native land in Nevada.

Nevada regulators OK'd grandfathering solar homes.

US rooftop solar to barely grow in '17 from utilities pushback.

Duke Energy plans more natgas, solar power for Carolinas.

New York plans to speed offshore wind power development.

NREL to lead new consortium to improve reliability, performance of solar modules.

All of Morocco mosques to go solar powered.

General Motors commitment to be 100% clean/renewable powered by '50.

Tesla (TSLA) to store 80Mwh for California utility.

Ford to invest $4.5B in EV development.

Jinko Solar deal with Con Ed Development in NY.

Amazon, Lincoln Clean Energy PPA for 253Mw wind project in Texas.

First Solar (FSLR) OK'd for 100Mw solar project.

World's largest repurposed EV batt facility under construction in Germany.

GHG emissions from soy biodiesel less than previously thought: Purdue research.

Israel, Palestinian Authority OK'd building natgas pipe from Israel to Gaza.

Alberta OK'd $3B of new oil sands projects.

Trump released energy policy positions. His campaign revised after.

Intl panel to focus on enviro crime.

FRIDAY CLOSE .... MARKET DOWN 88--5--8


WTI ~$43, Brent under $46. US natgas $2.95.

US forces helping Turkey clear out ISIS from Syria.
Coalition wiped out more ISIS oil assets in Syria.
S&P downgraded Nigeria. Nigeria inflation over 17%.
US household net worth over $89T in 2Q: Fed. Up over $1T from 1Q. (I wonder what net worth is for US businesses, institutions.)

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

ALTI up 36.
ACFN up 21.
LEOM up 13.
VSPC up 11.
NGLPF up 11, new high.
LYSDY up 9.
FTEK up 7 after new low.
MEEC up 7, new high.
AWSL, HQCL, RBCN up 6.
TPIC, ULBI up 6 with volume.
AMRS up 5 with heavy volume.
SENY, ZAAP up 5.
WATT up 5 with volume.
ZNNMF up 5, new high.

RGSE down 39, new low with extreme volume.
AMLM down 20.
ENPH down 13, new low with heavy volume.
LMRMF down 11 with heavy volume.
SRWRF down 10, new low on 100 shares.
CCGI, CCTC down 8.
QTMM down 6 with volume.
ASTI, LEDS, SUNW down 5.
ACPW, LSCG down 5 with volume.
LIME down 5 with news.
ADES down 5 with very heavy volume.
SEDG down 3, new low with heavy volume.
JASO down 3, new low with volume.
CSIQ down 2, new low.
SPWR down 2, new low with volume.
FSLR down 1, new low with news.

Friday, September 16, 2016

FRIDAY OPEN .... MARKET DOWN 115--26--15


Options Friday.
Possible gasoline supply shortage coming to east US.
US producer prices flat in Aug. Food costs falling.

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

BSRC up 11.
AMTX up 8 with heavy volume.
MEEC up 7.
QTWWQ up 6.
AMRS up 5.
RVLT up another 4 with heavy volume.
PALAF, SENY up 4.
WATT up 3.

RGSE down 39, new low with extreme volume.
ENPH down 21, new low with heavy volume.
AMLM down 20.
LMRMF, LSCG down 11 with heavy volume.
SRWRF down 10, new low on 100 shares.
CCGI down 8 on 153 shares.
ACPW down 7.
CCTC, PGHBF down 5.
GEVO, ESPH down 4.
CSIQ, SCTY down 2, new lows.
JASO, SEDG down 1, new lows.

Thursday, September 15, 2016

FOUR STUDIES FIND NO OBSERVABLE SEA-LEVEL EFFECT FROM MAN-MADE GLOBAL WARMING CLIMATE CHANGE


World gathering in Washington DC on ocean threats.

Chile committing $800M for public-private solar program.

Alberta, Canada target 30% clean/renewable power by '30.

BLM California plan hurts climate goals: wind, solar groups.

New California laws to increase climate spending in poor areas.

Clinton's stance on clean power key for young voters: poll.

DiCaprio to unveil online tracking of fishing boats.

UK to ban fish harvests in vast swath of their waters.

Siemens (SIEGY) planning $5.6B power industry, infrastructure investment in Argentina.

New 18B Pound nuke power plant got UK go ahead. France, China investment.

Gamesa bought French offshore wind comp for 60M Euro.

Coal India plans 600Mw phase 2 of solar projects.

Wind power costs set to continue to decline: Berkeley Lab.

US Sunshot Initiative to get up to $107M more for new projects, more R&D.

Shell considering creating EV charging station network in UK next year.

Virgin Atlantic, Lanza in deal to make jet fuel from steel mill waste gases.

Libya oil exports set to resume.

US Senate OK'd funds for Flint water crisis.

US Admin created Atlantic's first marine monument off Cape Cod to "help nature rebuild itself".

THURSDAY CLOSE .... MARKET UP 177--76--21


WTI ~$44, Brent over $46. US natgas $2.93.

Syria shot missiles at Israeli jets.

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

CCGI up 22.
HYGS up 10 with volume.
AMTX up 10 with heavy volume.
CABN up 9, new high.
MGPHF up 9.
RVLT up 8 with heavy volume.
ACPW up 7.
WATT up 7 with heavy volume.
AMLM, NVIC up 6.
SWKS up 6 with heavy volume.
ERII up 5, new high with volume.
RBCN up 5.
PLUG, QTMM, WPRT up 4.
SIEGY up 3.

ALTI down 56, under all lines.
PTOS down 17 with heavy volume.
RGSE down 12.
NGLPF, OCLN down 9.
PRHL down 8.
ASTI down 7.
AWSL down 6, under all lines.
ESPH down 6.
CCTC, ENZR, QTWWQ down 5.
MEEC down 4 with volume.
SEDG down 2, new low with heavy volume.

THURSDAY MID-DAY .... MARKET UP 134--57--16


US factory production, retail sales both down in Aug below forecasts. (Helps Fed keep rates steady.)
Bank of England kept key rate (.25%) steady, hinted at cut this year.

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

CABN up 10, new high.
AMTX up 9 with volume.
ACPW up 8.
HYGS up 8 with volume.
CCGI, VSPC up 7.
RVLT up 7 with heavy volume.
ERII up 6, new high with volume.
AMLM up 6.
SENY up 5.
SWKS up 5 with heavy volume.
CLNE up 4 with news.
ZNNMF up 3, new high with volume.

AWSL, LYSDY, RGSE down 6.
ASTI, ENZR, LEDS, NGLPF down 5.
MEEC down 4 with volume.
OCLN, OPTT down 4.
SEDG down 3, new low with heavy volume.
SPWR down 1, new low with volume.

Wednesday, September 14, 2016

WEDNESDAY CLOSE .... DOW DOWN 32, NAZ UP 18, S&P DOWN 1


WTI under $44, Brent ~$46. US natgas $2.89.

US, Israel military aid deal. $38B over 10 years starting in '19.
Ford moving all small car production to Mexico. (Before the wall?)

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

ALTI up 25.
XSNX up 18 with volume.
MEEC up 14, new high with heavy volume, news.
LIME up 13.
QTWWQ up 9.
NGLPF up 8, new high.
NFEC up 7, above all lines.
ESPH up 7.
HYSR, ERII, NVIC up 5.
SWKS up 4 with volume.
WATT up 4.

SPWR down 13, new low with very heavy volume.
CABN down 11.
BSRC, LSCG down 10.
EVSI down 8.
CDTI down 7.
RGSE down 7 with news.
SEDG down 7 with very heavy volume.
AMLM, LEDS, LYSDY down 6.
SENY down 5 with heavy volume.
CCGI down 4 with volume.
CSIQ, EFOI down 4, new lows.
HQCL down 4.
JASO down 4, new low with heavy volume.
FSLR down 3, new low.

BRAZIL RATIFIED PARIS CLIMATE ACCORDS


Trump: too little known about climate change. (In his mind.)

US military leaders warning of climate security threats.

80% of Americans support US climate goals.

Coastline receding in Alaska town up to 65'/year.

Trump does call for more investment in desalination tech to stem fresh water supply woes.

Republicans have "serious concerns" over HFC phaseout.

UK-China collaboration to grow global green bond market.

Nissan "No Charge To Charge" EV charging program for 50 US markets recently into 2 more markets.

500K plug-in EVs sold in US to date.

Proterra 194-350 mile range for E buses.

India offering land to Musk to test hyperloop.

Top VW engineer pled guilty on diesel emissions cheat.

Siemens expecting surge in German batt power demand.

SCE awarded 125Mw power storage contracts.

Global energy investment down 8% in '15. (Fossil fuel investment the main downer. Clean/renewable power investment up.)

Europe natgas prices to spike with supply disruptions.

Oil to be lower for longer: IEA.

Pemex 6 new offshore oil discoveries in Gulf of Mex.

Iran expert using climate change to pressure OPEC production cut.

US looks to sell 100M bls from SPR.

Niger Delta militant group bombed oil pipeline. Exxon to load up ship for first time since July.

API: lower than expected - 1.4M bls - US crude stocks build last week.

Wind power prices could fall up to 40% by '50: study by scientists.

CHINA'S GREEN CAR SCANDAL NABBED 20 MORE MANUFACTURERS


Australia cut ARENA clean/renewable funding A$500M.

DONG Energy, Deepwater planning 5Gw wind power offshore NY.

NRG Energy won Sun Edison (SUNEQ) Texas wind/solar projects with $144M bid.

Saud bid on Houston oil refinery.

Fossil fuels industry contributed to methane emissions spike: study.

Production from world's top 7 oil/gas comps set to increase ~9% '15-'18: analysts.

New oil find offshore UK est. well over 200M bls.

2 major Caspian Sea oil fields to hit at least 200Kb/d production by yearend.

US natgas inventories ~10% above 5-yr avg for time of year.

$375M needed to maintain US strategic petrol reserve. 3 terminals would be added under $1.5-2B upgrade plan.

Indiana promoting E85.

Russia to stop exporting oil through Baltics by '18: report.

Oil/gas creditors recovering $1 on every $5 of defaulted debt.

India oil demand est. to rise 11% this year over last.

Water source switch in California triggered lead in pipes: law suit.

Coconut shortage.

WEDNESDAY OPEN .... MARKET UP 68--39--10


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

CHGT up 49.
XSNX up 18.
CSUNY up 14.
MEEC up 11, new high with news.
NGLPF up 9, new high.
AETI up 8 with volume.
PALAF up 5 with volume.
SKYS up 4.

ZAAP down 16.
PRHL down 14.
BSRC, BLSP down 13.
CABN down 10.
SEDG down 7 with heavy volume.
SPWR down 7, new low.
INVT down 7.
LTBR, NANX, SENY down 5.
FSLR down 4, new low.
RGSE down 4.
CSIQ, EFOI down 2, new lows.
JASO down 1, new low.

Tuesday, September 13, 2016

AUGUST TIED JULY FOR HOTTEST MONTH EVER GLOBALLY: NASA. 11TH MONTH IN ROW OF RECORD TEMPS.


N Dakota warming faster than any other US state in lower 48.

Wisconsin walleye can't take global warming climate change.

Northwest passage could be trusted route by '50: study.

Clean Power Plan meets Clean Air Act requirements: legal experts.

Climate change threatens global wheat crop: study.

TUESDAY CLOSE .... MARKET DOWN 258--56--32


WTI ~$45, Brent over $47. US natgas $2.91.

US households' biggest income jump since recession.
Congress wants to scrap Dod-Frank despite recent Wells Fargo fraud.
ISIS chem factory bombed, destroyed.
55 more ISIS oil tanker trucks destroyed in Syria.

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

ALTI up 33 on 600 shares.
ZAAP up 30.
MKTY up 11.
AETI up 10 with heavy volume, above all lines.
AMTX up 9 with very heavy volume after new low.
CLNT up 7.
ARVCF up 7 on 30 shares.
LYSDY up 6.
MEEC up 6, new high with volume.
ESPH up 5.
GEVO up 4.
ERII up 2 with volume, upgrade.

PSWW down 33, new low.
PSPW down 14.
PRXM down 8.
ACFN down 7 with very heavy volume.
JASO down 7 with heavy volume.
VSPC down 7, new low.
RUN down 7, under all lines.
CCGI, GLBL, LEDS, NTCXF down 6.
CCTC down 6 with extreme volume.
VSLR down 6 with news, under all lines.
ADES down 5 with heavy volume.
BLDP, BSRC, OPTT, NYLD, TVIA down 5.
SPWR down 5, new low.
ULBI, URRE, MNGA down 5, under all lines.
ACPW down 4, new low with heavy volume, news.
PEGI, PEIX, PLUG, SCTY, REGI, RGSE, SUNW, WPRT down 4.
FSLR down 2, new low.

TUESDAY OPEN .... MARKET DOWN 201--47--26


China factory output, retail sales up.
China, Europe, India lead oil demand decline.
"New Argentina. Come invest": Macri.

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

ZAAP up 16.
AETI up 14 with heavy volume, over all lines.
ACFN, AMTX up 10.
ERII up 9 with heavy volume.
FCSMF up 9.
GEVO up 3.

PSWW down 33, new low.
BSRC down 17 with volume.
VSPC down 14, new low.
LYSDY down 8.
CHGT down 7.
RGSE, RUN down 6.
ASTI, JASO, OPTT, QTMM, ZNNMF down 5.
URRE down 4, under all lines.
VSLR down 3, under all lines.
GLBL, WPRT down 3.