Wednesday, November 30, 2016

WEDNESDAY CLOSE .... DOW UP 2, NAZ DOWN 56, S&P DOWN 5


OPEC's 1st joint production cut with Russia since '01.

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

SENY up 85 with heavy volume, news.
AWSL, SSOL up 27.
QTMM up 14 with volume.
ASTI up 11 with news.
MNGA up 11.
PEMIF up 10 with very heavy volume, news.
ACFN up 9 with volume.
CCGI, ENZR, NTCXF up 9.
CDTI up 8.
BSRC, BIOA up 7.
GPRE up 6 with volume.
MEEC, CLNE, OPTT up 5.
WATT up 5 with news.

ACPW down 23.
NVIC down 19, new low with volume.
RGSE down 16, new low.
FCSMF down 9 with news.
OCLN down 9.
KNDI down 8 with volume.
PALAF down 8, new low with volume.
CCTC down 7.
ESPH, QTWWQ, SKYS down 6.
LEOM, CBAK down 5.
URRE down 5 with volume.
HQCL down 1, new low.

GLOBAL SOLAR INSTALLS TO REACH 76GW THIS YEAR, UP 48% FROM '15: MERCOM


Wettest fall in 30 years in Sierra Nevada.

US doesn't make windmills: Trump. (Um, GE?)

Pope urging leaders to stick to Paris commitments.

IRENA, Abu Dhabi development fund opened $50M 5th round (of 7) for clean/renewable power projects in developing countries.

Ormat got $92M to refinance 20Mw geothermal plant.

Ibereolica's 7 solar power subsidies in bankruptcy.

Lucid Motors to make 400-mile EV in Arizona. Sales to start in '18.

Daimler, BMW, VW Group, Ford MOU for European superfast EV charging to challenge Tesla.

Huawei intro'd hi-temp lith-ion batt tech using graphene.

Trudeau OK'd oil pipe expansion to link oil sands to Brit Columbia port. Canada also OK'd new oil sands project.

Fossil fuel use jumped in France with closing of nuke power plants.

Biggest crude inventory build at Cushing, Oklahoma since March '15: API. Up 2.3M bls.

China inviting private investment in its oil fields.

Natgas pipeline explosion in Missouri.

Taliban offering to protect Afghan natural resource development projects.

China reopening coal mines.

China water caps issued through '30.

Los Angeles to spend $4M to stop stormwater runoff.

WEDNESDAY OPEN .... DOW UP 54, NAZ DOWN 22, S&P UP 1


OPEC to cut production by 1.2Mb/d: delegate. Oil up 7%.

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

SENY up 35 with heavy volume, news.
PNPL up 33 on 200 shares.
AWSL up 27 on 216 shares.
ASTI up 22 with news.
QTMM up 20.
LEOM up 9.
PEMIF up 8 with heavy volume, news.
CLNE, GPRE up 5.
AMRS, FCEL, ERII, RBCN, RUN up 4.
PEIX up 3, new high.
KNDI up 3 with volume.
EFOI, MNGA up 3.
WATT up 3 with news.

ACPW down 23 with heavy volume.
PALAF down 19 with very heavy volume.
VSPC down 14.
PRHL down 10.
AETI, BSRC down 8.
OCLN, RGSE down 7.
CBAK down 5 with volume.
BNET down 5 on 200 shares.
ZNNMF down 5.
ELON down 4 on 205 shares.
SKYS down 4.
GEVO down 3.

Tuesday, November 29, 2016

TUESDAY CLOSE .... MARKET UP 23--11--3


Iran asking Sauds to cut 1Mb/d.

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

LSCG up 20.
PEMIF up 20 with very heavy volume, news.
URRE up 18 with heavy volume.
QTWWQ up 15 with volume.
KNDI up 11 with heavy volume.
ESPH up 10.
AETI up 8.
BSRC up 7.
EVSI, OESX up 7 with volume.
CABN up 6.
GEVO up 5.

ACPW down 23.
FCEL down 20, new low with heavy volume.
NVIC down 13, new low with volume.
CCTC down 12.
BIOA, NTCXF down 9 with volume.
ENZR, LEOM, BNET down 8.
ACFN, SUNEQ, RGSE, RUN down 7.
AMRS, ERII, TVIA down 6.
HQCL, MNGA down 6, new lows with volume.
ASTI, LEDS down 5.

CANADA ANNOUNCED LOW-CARBON CLEAN FUEL STANDARD


Australian lawmakers calling for national energy plan without coal power.

Argentina plans to award contracts for 1.28Gw of clean power. 30 wind, solar projects. Also, Argentina oil/gas subsidies now off the table

Swiss voters turned down referendum to phase out nuke power by '29.

Chile earmarked land for 500Mw of wind power development.

Australia's CSIRO partnering with China to double world's concentrated solar thermal capacity.

GE MOU for 500Mw solar power development in Nigeria.

Asia Development Bank $150M loan for China energy efficiency projects.

Gamesa awarded 155Mw turbine supply contract for Texas wind project.

Wind power turbines will get cheaper as they get bigger: study.

Asia Development Bank $167M loan to help Bangladesh tap natgas field.

Israel's giant offshore natgas field developers got $1.75B banks' commitments.

Production of 109 comps that produce over 1/3 of world's oil was down in 3Q by 838Kb/d v. 3Q15 to 33.9Mb/d: Morgan Stanley.

Trump could rescind 1968 executive order putting State Dept in charge of permitting border-crossing oil pipelines. (To reverse Keystone Pipeline decision.)

Schlumberger made new deal with Iran.

UAE to triple its petrochemical production by '25.

Another pipeline explosion in Nigeria.

$9.6K average annual savings by taking public transportation in US v. personal car.

More people bicycling than driving now in Copenhagen.

Alaska Caribou herd down over 50% last 3 years. Still a puzzle to researchers.

Shelter slid over Chernobyl reactor.

TUESDAY OPEN .... MARKET FLAT


US 3Q GDP growth revised up to 3.2% from 2.9%.
Iran won't cut oil production. OPEC meet tomorrow. Russia won't join talks.

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

LEOM up 26.
LSCG up 19.
EVSI up 10 with volume.
KNDI up 8 with volume, news.
GPHBF, PEMIF up 8 with volume.

CCTC down 13.
HYSR, OCLN, RGSE down 10.
BNET, ASTI down 8.
FCEL down 7, new low.
QTWWQ down 7.
CLNT, BIOA, NTCXF down 5.
INVT, OPTT down 4.
HYGS, LEDS, SUNEQ, CDTI, RBCN down 3.
BLSP down 3 with heavy volume.
ERII down 3 with news.

Monday, November 28, 2016

MONDAY CLOSE .... MARKET DOWN 54--30--11


WTI ~$47, Brent ~$48. US natgas $3.35.
China-Peru copper deal.
No OPEC cut needed: Saud minister.
Venezuela currency down over 45% this month.
Over 100K Turkey public employees fired as suspected participants in recent coup v. Erdogan.

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

AMRS up 18.
BNET up 12, new high with volume.
CCGI, VSPC, NTCXF up 9.
KNDI up 9 with volume.
PNPL up 9 on 535 shares.
BSRC up 8.
ACFN, ZNNMF up 6.
AETI up 6 with volume.
SKYS up 5.

ESPH down 21.
ASTI down 19 with volume.
PRXM down 19.
AWSL down 15.
AMLM down 12 with volume.
QTWWQ, SENY down 9.
CCTC, NANX down 8.
EVSI, HQCL down 6.
RGSE, BIOA, AIXG, CLNT, FCEL, MEEC down 5.
MNGA down 4, new low.

TRUMP ADDED CLEAN/RENEWABLE ENERGY ADVOCATE TO DOE TEAM


Trump still thinks climate change is "bunk": Priebus.

India solar power capacity over 10Gw. 1Gw rooftop. Govt Ok'd 100Mw more new subsidized rooftop solar. $23M World Bank grant for more India rooftop solar.

BLM saved desert solar from Trump days after election.

Israel research demo'd solar cell breakthrough of theoretical maximum efficiency limit by harvesting heat along with light.

Historic drought in Bolivia.

Alberta to pay comps $1B to shut down coal power plants.

French to test solar-powered roadbeds worldwide.

Smog-sucking towers in China making jewelry.

Brazil open for clean power biz: official.

Iberdrola (IBDRY) issued E750M green bond.

Argentina awarded 1.2Gw of clean/renewable power contracts.

Morocco to implement 100% clean/ren power. Launched its 1st public EV charging station.

All Norway IKEA stores to have EV fast charging stations.

Tesla stores to focus more on power storage products.

BMW now top dog in Europe EV sales.

Libya oil production back up to 600Kb/d after power problem fixed.

Another oil pipeline blown up in Nigeria on Sunday.

China plans to invest $2.2B more in Venezuela oil production to increase imports to 800Kb/d.

US oil rig count up 3 last week, natgas rig count up 2.

Iran missing a radioactive device. (Check that out, world.)

500 Women Scientists. Check that out too.

China on verge of wasting $500B on unnecessary coal power plants: Carbon Tracker.

Scientists plan to map all species in western US streams.

MONDAY OPEN .... MARKET DOWN 51--12--5


OECD lifted global growth forecasts on expected Trump stimulus.
Iraq Parliament legalized Shiite militias.

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

AXPW up 22.
CCGI, LSCG up 19.
ZAAP up 13.
AETI, LEOM up 9.
AMRS up 8.
GPHBF up 7.
ACFN, KNDI, OPTT, RGSE up 5.

VSPC down 40, new low.
AMLM down 12.
CABN down 11.
CCTC, FCSMF down 8.
CREG, TVIA down 7.
CLNT down 6.
HYGS, LEDS, TPIC down 4.

Saturday, November 26, 2016

48 POOR NATIONS COMMITTING TO 100% CLEAN/RENEWABLE ENERGY BY '50


World Bank issued $500M more green bonds.

USAID $75M loan guarantee for India off-grid solar.

US clean/ren elgen 13.8% in '15: NREL. 16.7% of total installed power capacity.

EIB signed E200M Kazakhstan green finance plan.

Atlantic Bluefin Tuna mercury contamination quickly declining. Linked to US shift away from coal power: study.

EPA raised biofuels obligations to 19.28B gallons for '17. 15B for 1st-gen fuels (corn ethanol, etc.), 4.28B for advanced biofuels, 311M for cellulosic.

Comp seeks E450M for Canary Island wind power plan.

ReNew Power (India) awarded 49Mw rooftop solar tender. Raised $74M from green bonds for 2 wind power projects.

Comp secured E60M loan for Greek wind power portfolio.

Comp to invest up to E30M in Irish wind power project.

Greenko $300M bond issue to refinance Sun Edison India debt.

Large-scale wind development slows winds in, around wind farms, reducing efficiency: Max Planck Institute.

New GE system enhances hydropower efficiency.

Buckingham Palace may go solar in rehab.

Sauds to raise their oil exports to Asia in January.

Higher oil prices could benefit global GDP growth: Goldman Sachs.

Japan buying up oil/gas around world.

OPEC demanding non-OPEC oil production cut.

Libya oil production down 70Kb/d over past week from power issues.

Exxon started drilling deepwater off Liberia.

India investing $5.5B in Iran refinery.

Big fight over plans to build world's largest methanol refinery along Columbia River in US.

Hurricane, earthquake hit Central America simultaneously.

FRIDAY CLOSE .... MARKET UP 69 -- 18 -- 8 (ALL RECORDS)


Sauds withdrew from non-OPEC oil production meeting. Want OPEC deal first. Iraq now on board with OPEC cut.

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

PSPW up 34 on 2K shares.
LYSDY up 22.
ESPH up 20.
RGSE up 11.
SENY up 10.
FCSMF up 9.
LEDS up 8, above lines.
MGPHF, WPRT up 8.
CSIQ, KNDI, PEMIF, TPIC, VWDRY up 7.
BWEN, PALAF up 6.
CABN, RBCN up 5.
SUNEQ up 4.
PEIX up 2, new high.

CCGI, LSCG down 16.
ZAAP down 12.
VSPC down 8.
ASYS, PRHL down 5.
BSRC, SKYS down 4.
AETI down 3, new low.

Friday, November 25, 2016

FRIDAY OPEN .... MARKET UP 52 (RECORD HIGH) -- 5 -- 5 (RECORD HIGH)


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

ESPH up 22.
LYSDY up 15.
RGSE up 12 with volume.
AETI, WPRT up 9.
BSRC up 8.
KNDI, SUNEQ up 7.
LEDS, PEMIF, VWDRY up 6.
MGPHF up 5 with volume.
ASTI, CSIQ, NFEC, QTMM up 4.
PEIX up 2, new high.

VSPC down 45.
HYSR down 9.
CREG down 6.
PALAF down 4.
GEVO down 3.

Thursday, November 24, 2016

TRUMP'S CIA PICK DOUBTS SCIENCE ON GLOBAL WARMING CLIMATE CHANGE. BIG BENEFICIARY OF KOCH BROTHERS.


Global warming altering Arctic food chain: scientists. Unforeseeable results.

Latino, Latina voters increasingly concerned about environment: poll.

Mayors urging Trump to stick with Paris climate accords. (He recently indicated a change of his view against the pact.)

Demand for carbon allowances higher in latest California auction.

Saskatchewan premier refused carbon tax. Other Canada provinces moving ahead on C tax.

France to close its coal power plants by '23.

Over 1/4 of UK universities to divest 10B Pounds from fossil fuel comps.

Comps to develop solar project at Chernobyl site.

TVA plans to spend $8B on clean power in coming years.

India goal 1Tw solar power, 100% EVs by '30.

Korea Eximbank $120M for Jordan wind power project.

Scotland rejected RES' wind farm development.

1st N American tidal power project - 2Mw - online in Bay of Fundy. 56 feet between low and high tides.

Toyota's EV development division to have just 4 employees.

VW to start making EVs in N America in '21.

Tesla expanding EV supercharging network in Australia.

GMC, Chevrolet upping alt fuel vehicle offerings.

US upped '17 biofuels quota to record level.

Tres Amigos US 3-grid connection plan stalled.

Pawnee Nation suing US over drilling permit issued for their land.

Oil will go to $59 with 1Mb/d production cut: OPEC.

Asia buying up 12M bl N Sea mini-glut.

60% of Russia's natgas pipelines outdated: expert. 40-50 years old.

Excess CO2 making sea snail shells dissolve: study.

Wednesday, November 23, 2016

WEDNESDAY OPEN .... DOW UP 16 (RECORD), NAZ DOWN 16, S&P DOWN 3


World hasn't recovered from '08 crisis: Nooyi (Pepsi).
UK growth forecast 1.4% for '17: Hammond.

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

ASTI up 15 more with volume.
KNDI, LYSDY up 8.
BNET up 8, above lines.
QTMM up 5.
ACFN up 4.
CCTC up 3 with volume.
PEIX, POWI up 1, new highs.

BSRC down 25.
PNPL down 21 on 160 shares.
OCLN down 16 with volume.
ESPH down 14.
RGSE down 12, new low.
HYSR, ZNNMF down 10.
NTCXF down 9.
ENZR down 8.
CREG down 7.
NANO down 6 with volume, downgrade.
PEMIF down 6.
AIXG, CCGI down 5.
CDXS, CLNT, OPTT down 4.
EFOI down 3.

TRUMP EASED STANCE ON CLIMATE, PARIS ACCORDS


Global CO2 output from human activity is 37 gigatons/year, ~40% of world's natural carbon cycle of 750/year. Human-caused CO2 has been absorbed by oceans and land. But that's ending.

Exxon accusing Rockefellers of climate conspiracy.

Arctic sea ice hitting record lows.

Bolivia declared state of emergency due to historic drought.

Army Corps dredging caused coral death near Miami: study.

Coal mining harming Great Barrier Reef: marine park head.

EU urged to support comps wanting to go 100% clean/renewable.

US western states suing BLM over methane emissions rule.

World Alliance for Climate Techs launched by Solar Impulse Foundation.

Tucson El broke ground on 10Mwh power storage using lith-ion batt tech with 2Mw solar power. Online 1H17.

14Mw community solar online in Massachusetts. NRG Energy built.

Saud, China comps to build 170Mw solar in Morocco.

Walmart plans to power 1/2 of its ops from clean/ren by '25, an 18% cut of their carbon footprint.

Sweden to abolish solar tax. Also to offer 60% subsidies for residential power storage costs up to $5.6K.

Amazon announced 5 new solar farms in Virginia to bring its total to 260Mw solar.

Mosaic got $550M new solar loan funding.

USAID $4M for Africa off-grid solar power startups.

Tesla powering American Samoa island with 1.4Mw solar. 60 Tesla power packs. Now online.

Vestas 8Mw wind turbines now online at 258Mw DONG Energy offshore wind project.

Over 200K EV sales estimated for Europe this year.

Renault Sweden proposing special EV drivers licenses.

Tesla launch in New Zealand.

Britain's last coal power plant likely to shutter in '22.

S Africa hitting brakes on nuke power development.

Eni investing $8B in natgas development offshore Mozambique.

US natgas storage at all-time high, 5.6% over 5-year avg for time of year.

Tuesday, November 22, 2016

TUESDAY CLOSE .... MARKET UP 67--17--4 (RECORD HIGHS)


WTI over $48, Brent over $49. US natgas $2.95.
Key OPEC members rejected production cuts.

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

LEOM up 90, above lines.
ASTI up 84 with very heavy volume.
CCTC up 52 with heavy volume.
LEDS up 35 with heavy volume, above lines.
SENY up 18.
ESPH up 15.
AXPW, OPTT up 12.
HYGS up 9.
HYSR, TVIA up 7.
ELON up 5.
TSLA up 3.

NVIC down 25, new low.
WWPW down 24.
PNPL down 22.
BSRC down 18.
LSCG down 15 with volume.
CCGI down 13 with heavy volume.
PALAF down 10, new low.
LYSDY down 9.
FCSMF down 9, under lines.
RGSE down 8, new low.
BIOA down 7.
NFEC down 6, under lines.
LTBR down 6.
SSNI down 5.

TUESDAY OPEN .... MARKET UP 42--17--3 (RECORD HIGHS)


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

ASTI up 21 with news.
SENY up 21.
ESPH up 18 with heavy volume, news.
GEVO up 11.
OCLN up 9.
CCTC up 7.
NFEC up 5.
ASYS, OPTT, RUN up 4.
AMTX, PEMIF up 3.
PEIX, NANO up 2, new highs.

NVIC down 23.
CCGI down 15 with heavy volume.
LIME down 15.
PLUG down 6 with heavy volume.
ACPW, CBAK, LSCG, BIOA, SUNW down 5.
LEOM, QTMM, ZAAP down 4.
CREG, SSNI down 3.
PALAF down 3, new low.
RGSE down 2, new low.

Monday, November 21, 2016

MONDAY CLOSE .... MARKET UP 88 (RECORD)--47 (RECORD)--16 (RECORD)


WTI over $48, Brent ~$49. US natgas $2.97.
1st day of OPEC quota talks.

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

VSPC up 33.
OCLN up 26 with volume.
LEOM up 23.
BOPO, CCTC up 13.
FCSMF up 12.
PRHL up 10.
BSRC, HYGS, LMRMF, BIOA up 8.
SSNI, NTCXF up 6.
LSCG, PEIX, CDTI, QTMM up 5.
ELON, KNDI up 4.

ASTI down 36.
SENY down 17.
HYSR down 12.
CBAK, SUNEQ, INVT down 10.
LTBR down 9.
CSIQ down 8 with volume after reporting.
QTWWQ down 8.
AIXG down 7 with heavy volume, news.
CCGI down 6 with volume.
FTEK down 6, new low with volume.
URRE down 6.
PEMIF down 5.
ASYS down 4 with heavy volume.
ESPH, OPTT down 4.
RGSE down 4, new low.
MNGA down 3, new low
JASO down 2, new low.

CANADA TO VIRTUALLY ELIMINATE COAL POWER BY '30


Beijing to ban old cars to fight emissions.

36*F warmer than normal over most of Arctic Ocean. Cold anomalies of ~ same magnitude over North Central Asia. "Arctic seems to be in no hurry to quit extreme behavior": Rutgers specialist.

Over 100M dead trees in California from drought.

Europe's capital goods sector to help build low-carbon economy: Moody's.

Venezuela collapse affecting earnings of ~64 S&P comps doing biz there. Venezuela imports down ~45% in 1st 8 months of this year v. '15.

Iran, Russia strengthened oil ties with more deals.

Next Energy Solar Fund netted 115M Pounds from share issue.

Southern Power bought majority stake in 100Mw solar farm.

DOI set 2-year ban on new mining near Yellowstone.

NASA, NOAA launched new weather satellite.

Court struck down municipal GMO bans.

Philippines president turned contested shoal into marine sanctuary.

Kiribati created shark preserve.

MONDAY OPEN .... MARKET UP 26--18--7 (RECORD)


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

VSPC up 33.
CCTC up 23.
AXPW up 17.
BOPO up 13 with volume.
BSRC up 12.
LSCG up 10.
AMTX up 8.
CDTI up 8 with heavy volume.
NTCXF up 6.
BLSP, KNDI up 5.
AETI, CCGI, PEIX, SKYS up 3.

LIME down 25 on 221 shares.
LMRMF down 23, new low.
ASTI down 10.
CSIQ down 8 after reporting.
HYSR down 8.
AIXG down 7 with news.
PSPW, OCLN, SENY down 7.
ACPW down 6 with heavy volume.
LTBR, URRE down 6.
CBAK down 5 with volume.
NFEC, SPWR, OPTT down 5.
INVT, QTMM down 4.
GLBL, VSLR down 3.

Saturday, November 19, 2016

UK RATIFIED PARIS CLIMATE ACCORDS


North Pole 36* warmer than normal some days ago. From lower sea ice. (Also lower sea ice in Antarctic than normal.)

'16 likely to be hottest year on record: NASA.

Energy efficiency key to limiting global warming to 2*C: report. (Would also save trillions of dollars across global econ.)

Europe could achieve similar CO2 reductions as US' CAFE standards by extending existing emissions trade system to transportation: MIT study.

First Solar cutting 1.6K jobs.

Amazon Web Services to develop 180Mw solar power in Virginia.

2 comps closed on $70M equity for US solar pipeline.

Greencoat UK Wind got 147M Pounds from latest capital raise.

Vattenfall to proceed with 350Mw near-shore wind project after Denmark Parliament OK.

LeEco got $600M of new funds.

GM buying 50Mw more wind power.

NHTSA: EVs should make noise.

US oil rig count up 19 last week, natgas count up 1.

Canada made direct link between fracking and quakes.

OPEC says Iran must cap output at 3.9Mb/d. Also told Iraq to freeze production at current level.

Giant Asian energy comps planning spending spree in oil/gas.

Globally, 78 energy/natural resources comps defaulted so far this year, 53% of all world major bankruptcies.

Nigeria set to pay oil majors ~$5B on unpaid bills.

Michigan fighting court order to supply bottled water to Flint residents. Instead want to test kids for lead.

Clean drinking water deemed a constitutional right in Slovenia.

Florida rejected request for oil/gas drilling in Everglades.

Friday, November 18, 2016

FRIDAY CLOSE .... MARKET DOWN 35--12--5


World isolating Trump over climate policy.

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

PSPW up 44 with volume.
NVIC up 22.
CCTC up 15 with volume.
BIOA up 15 with extreme volume.
CBAK up 10 with heavy volume.
FTEK up 10 with very heavy volume.
MEEC up 10, above lines.
SENY up 10.
GLBL up 6 with heavy volume, news.
TERP up 4 with news.

BOPO down 45, new low with extreme volume.
VSPC down 28.
PSWW down 25, new low.
LSCG down 17 with volume.
FCSMF down 10.
ZNNMF down 10 with volume.
OCLN down 10 with very heavy volume.
AETI down 8, new low.
CLNT down 8 with heavy volume, below lines.
GEVO, NFEC, NTCXF down 8.
AMTX, RGSE down 7.
LEDS down 7, under lines.
ELON, KNDI, PALAF down 6.
FSLR down 6 with volume, news, downgrade.
ASYS down 5 with volume.

HUNDREDS OF US COMPS TO TRUMP: DON'T ABANDON PARIS CLIMATE AGREEMENT. "WOULD PUT AMERICAN PROSPERITY AT RISK."


White House going ahead with plans for deeper GHG emissions cuts.

UN evicted skeptics for shredding Paris climate accords.

DOE aims to cut solar power costs to 2 cents/Kwh by '30.

Comps have suffered $14B loss from water-related impacts from climate change droughts to floods: CDP.

1,500 China officials ordered to account for pollution.

Antarctic Southern Ocean may no longer help delay global warming: study.

India to launch $2B clean/renewable power equity fund. Also to award 1Gw of wind power in December in its 1st-ever wind power auction.

Conglomerate proposing 600Mw solar power development in Odisha India.

Tesla, Solar City shareholders OK'd merger. Their solar shingles to cost less than regular shingles: Musk.

Battery-powered EVs better for emissions reduction than hydrogen fuel cell-powered EVs: Stanford U study.

Morocco mosques going "green".

Consortium made 170Mw solar power deal in Morocco.

Nigeria issuing $246M of green bonds for 19 projects.

2 PACE finance providers raised $444M for commercial solar power projects.

Vasari doubling its Arizona solar power commitment.

Jinko Solar raised its full-year guidance.

Panasonic intro'd 5.3Kwh battery for Australia residential clean power market.

EV fast-charge corridor being built between San Fran, Tahoe.

Tidal energy consortium to develop 30Mw project off Isle of Wight.

IEA cut global coal demand growth outlook by half over next 25 years.

Sauds announced OPEC production ceiling of 32.5Mb/d.

DOI cancelling 15 oil/gas leases issued 30 years ago.

Russian oil output up 2.3% year-to-date.

"We're building Dakota Access pipeline despite protests": CEO.

Perdue going antibiotic-free chickens. Working on it since '02.

FRIDAY OPEN .... MARKET DOWN 9--0--1


US dollar at 14-year high.

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

SENY up 24.
ACFN up 15 on 100 shares.
FTEK up 13 with heavy volume.
PNPL up 11 on 325 shares.
LEOM up 9 with volume.
CBAK up 8 with heavy volume.
OPTT up 7.
EVSI up 6.
RBCN up 5.
MNGA, CCTC up 4.
ACPW, GLBL, HYSR, LEDS, TERP, INVT, RUN, RVLT up 3.

BOPO down 40, new low with very heavy volume.
OCLN down 24 with heavy volume after yesterday's jump.
CABN down 16 on 800 shares.
AMLM down 13 on 1K shares.
PRHL, PALAF down 12.
NFEC down 11, under lines.
FCSMF, NTCXF down 11.
ASYS, QTMM down 10.
RGSE down 9.
LSCG, LYSDY down 8.
AMTX down 6.
AIXG, CREG, URRE down 5 with volume.
CCGI, FSLR down 4.
CLNT, GEVO, ULBI down 3.

Thursday, November 17, 2016

THURSDAY CLOSE .... MARKET UP 35--39--10


Yellen warning against Dodd-Frank repeal.

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

OCLN up 78 with extreme volume after reporting.
URRE up 32 with heavy volume, above lines.
NFEC up 30 with extreme volume, above lines.
AMLM up 29 with volume.
CLNT up 24 with very heavy volume.
ACPW up 18 with heavy volume.
CCTC up 17.
VSPC up 17 with volume.
CBAK up 11.
FCSMF up 10.
INVT up 8.
GPHBF up 6.
PEIX, LMRMF, NANX up 5.
CREG up 5 with heavy volume.

OPTT down 22 with volume.
BSRC down 16 with volume.
ZAAP down 11.
PNPL down 10.
QTWWQ down 8.
MNGA down 7, new low with volume.
LEDS down 7, under lines.
AMTX down 7.
ACFN, SENY, RNWEF down 6.
FSLR down 5, new low with heavy volume after report.
HYGS down 5, new low.

CHINA TO TRUMP: CLIMATE CHANGE NOT A HOAX THEY INVENTED


Hollande will "demand" Trump honors Paris climate agreement.

Paris agreement too weak to meet goals: report.

Ohio lawmakers pushing to end state's renewable power standard.

Tehran closed schools because of deadly smog.

Climate change killing underwater kelp forests.

Drought feeding wildfires in US southeast.

Alberta Canada wildfires cost $5.3B.

DONG Energy announced 2Gw offshore wind power pipeline in Taiwan.

Microsoft buying 237Mw more wind power.

Capital Stage bought 5Mw UK solar farm for 5.7M Pounds.

Direct ownership of solar power in US set to surpass solar leases in '17: GTM Research.

Total global installed PV solar reached over 228Gw in '15: IEA. ~51Gw added in '15.

Slovakia OK'd EV subsidies: 5K Euros for ZEVs, 3K Euros for hybrids (PHEVs).

BMW target 100K EV sales in '17.

Jaguar EV SUV slated for '18.

Portugal, Brazil partnering on affordable EV production.

Nissan launching car sharing in Paris by yearend.

US net exporter of natgas in Oct.

Texas agency to study link between oil/gas injection activities and quakes.

Algeria oil exports hit record high in Oct.

US sentenced 2 biodiesel fraud conspirators to over a decade in prison.

Mass fish die-off near Long Island.

THURSDAY OPEN .... DOW DOWN 7, NAZ UP 12, S&P DOWN 4


Philippines GDP up 7.1%, world's fastest growth.
US housing starts at 9-year high in Oct.
US jobless claims lowest in 4 decades.

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

OCLN up 64 with very heavy volume after reporting.
ESPH up 22.
CLNT up 21 with very heavy volume.
PSPW up 15.
NFEC up 14 with volume.
EVSI up 12, above lines.
VSPC up 11 with heavy volume.
URRE up 9.
CBAK, AXPW up 8.
PLUG up 5 with news.
ACPW up 4.
NVDA up 1, new high.

OPTT down 17.
ZAAP down 15.
BSRC down 11 with heavy volume.
FSLR down 6, new low with heavy volume after report.
RNWEF down 6 with heavy volume.
AMTX, ASYS, SPWR down 5.
AMRS, CCTC, QTWWQ down 4.
MNGA down 4, new low with heavy volume.

Wednesday, November 16, 2016

WEDNESDAY CLOSE .... DOW DOWN 55, NAZ UP 19, S&P DOWN 3


Obamacare signups more than last year.
Obama, Merkel plead for free trade.

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

PSPW up 52 with heavy volume.
CREG up 24 with heavy volume.
ACPW up 21.
AWSL, BSRC up 20.
LEDS up 11.
ULBI up 9 with volume, above day lines.
INGXF up 6.
LTBR up 6 with volume.
NVDA up 6, new high with heavy volume.
KNDI, ENPH up 5.
OPTT up 5 with heavy volume.
AEIS, MYRG up 1, new highs.

AMLM down 20.
LEOM down 19, new low.
MNGA down 17 with very heavy volume.
NGLPF down 15.
NVIC down 15 with volume.
LSCG down 11 with volume.
CABN, CCTC down 8.
SENY down 7.
SUNEQ down 6.
MEEC down 6 with news.
CBAK, LMRMF down 5.
HQCL down 3, new low.
HYGS down 2, new low.

OCTOBER 2ND WARMEST ON RECORD: NASA


Bank of America issued its 3rd, largest green bond.

Major international banks failing to follow through on promises to curb coal financing.

Obama admin made new target to slash solar power costs 50% from '20 to '30.

Untreated sewage fueling algae blooms in Lake Baikal.

Dubai to build 250Mw pumped-storage hydropower project.

Vestas got 30Mw wind power project in Australia.

Arizona now up to 2.45Gw solar power installed, 2nd behind California.

India needs $50B to install 40Gw rooftop solar: Bloomberg.

SK Innovation set to quadruple EV battery production in '18.

City of Denver to add 200 EVs to its fleet by '20. 3 now.

VW US deal to fix Audi diesels.

Faraday Future $1B EV factory construction work stopped in Nevada after falling behind on payments.

Obama blocking selling new drilling rights in US Arctic.

Russia lowered oil export duties.

Nigeria sees 2.8Mb/d production by '19.

Dept of Interior finalized rule on natgas production emissions, hit with industry lawsuit.

Michigan got $119M from Fed to remove Flint lead.

Chernobyl got new radiation shield.

WEDNESDAY OPEN .... DOW DOWN 62, NAZ UP 8, S&P DOWN 4


US manufacturing up in Oct.

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

ESPH up 26.
RGSE up 22.
BSRC up 20.
NVIC up 15.
FCSMF up 14.
AETI up 6.
URRE up 5.
ULBI up 4, above all lines.
HYSR up 4.
ENPH, GPHBF, RVLT, TPIC, WATT up 3.
OPTT up 3 with heavy volume.
NVDA up 2, new high.

SENY down 11.
QTMM down 9, under all lines.
NTCXF down 8.
MNGA down 6 with heavy volume, news.
PRHL down 6.
CLNT down 5.
CCTC, SUNEQ, OCLN, WNDW down 3.

Tuesday, November 15, 2016

TUESDAY CLOSE .... MARKET UP 54 (NEW RECORD) -- 57 --16


US wage growth fastest in near 8 years.
Russia econ minister charged with bribery.

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

OPTT up 61 with extreme volume.
CBAK up 28 with very heavy volume.
AMLM up 25.
CABN up 23.
PALAF up 19.
NGLPF up 17, new high.
NTCXF up 17 with volume, news.
LYSDY up 16.
SKYS up 10.
URRE up 8.
CREG, LIME, BIOA up 7.
KNDI up 7 with news.
QTWWQ up 6.
ACPW, ASYS up 5.
MYRG up 1, new high.

PSPW down 42 with heavy volume.
ESPH down 19.
EVSI down 11 with volume.
NVIC down 10.
AWSL, GEVO, ZNNMF, TVIA down 9.
CCTC down 9 with heavy volume.
RVLT down 8 with volume.
NFEC, ENPH down 7.
BSRC down 6.
RGSE down 6, new low.
AMRC, LMRMF, SENY, VSLR, RNWEF down 5.
PRHL down 5 with volume.
LEOM down 4, new low with heavy volume.

TRUMP WON'T AFFECT PARIS CLIMATE AGREEMENT: AUSTRALIAN MINISTER


Trudeau to go ahead with Canada carbon pricing.

Global carbon emissions stayed flat last 3 years.

Class-action lawsuit v. US govt over failure to protect youth from global warming OK'd by judge to proceed.

Exxon suing 2nd AG to block climate investigation.

26M folks/year pushed into poverty by disasters: World Bank.

India, Japan nuke power deal.

Kenya govt investment in mini grids crowding out private power developers.

Global oil supply up 800Kb/d last month: IEA. IEA raised forecast for non-OPEC production increase in '17 to 500Kb/d, most from Russia, Brazil, Kazakhstan.

Iran oil production up 210Kb/d last month to 3.92Mb/d.

TUESDAY OPEN .... DOW DOWN 40, NAZ UP 51, S&P UP 7


Bond rout reversed.
US mortgage rate spike.

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

OPTT up 25.
NTCXF up 23 with news.
PSPW up 12 with volume.
CBAK, PALAF up 10.
AWSL up 9.
FCSMF, SUNEQ up 8.
SKYS, AMTX up 6.
FTEK, KNDI up 5.
QTWWQ, CREG, SPWR up 4.
NVDA, AETI, CLNE, EVSI, GPRE up 3.
ITRI up 2, new high.

LYSDY down 11 with heavy volume.
PRHL down 11.
PNPL, GEVO down 10.
SENY, CCTC down 8.
RGSE down 7, new low.
CDTI, INVT down 5.
CDXS down 4.
OCLN, SEDG, HYSR, OESX down 3.

Monday, November 14, 2016

MONDAY OPEN .... DOW UP 41 (NEW RECORD), NAZ DOWN 8, S&P UP 1


Global bonds, emerging markets rout continues.

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

ESPH up 21.
SUNEQ up 15 with news.
LEDS up 10.
OESX up 8 with volume.
AMTX up 6 after reporting.
EVSI, SPWR up 6.
ADES, AETI up 5.
ACPW up 4.
GEVO up 4 with volume, news.
ASTI, GPRE up 3.
POWI up 1, new high.

PSPW down 50, new low with extreme volume.
AWSL down 37.
PALAF down 22, new low with heavy volume.
QTMM, ACFN down 9.
LMRMF down 7.
NFEC down 7 after reporting.
LYSDY, RGSE down 5.
OCLN down 5 with very heavy volume.
LTBR, PEMIF, SKYS, CDXS down 4.
NVDA down 4 with heavy volume, upgrade.
TSLA, CABN, CBAK, CCGI down 3.



Sunday, November 13, 2016

LA NINA HAS ARRIVED


France set new clean/renewable power targets for '23.

Canada big dams produce high levels of mercury. Reservoirs develop methyl mercury that produces poison in fish, game downstream.

GHG emissions cuts reduced mercury in tuna: study.

Exxon exec tweeted support for Paris climate agreement.

Tucson El seeking offers for 100mw solar power.

UC Berkeley foresees "cheapest perovskite solar cell".

Perovskite solar developer Oxford PV to expand ops in Germany.

Punjab's largest solar plant now online.

Siemens (SIEGY) wind power unit profit up 84%.

Gamesa profit up 63%.

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

OPEC knocked $20 off oil price outlook.

Chevron $54B LNG plant in Australia shut down for 3rd time.

Europe running out of on-land oil storage.

Shell pledge for $10B of Brazil projects.

Brazil Congress OK'd sale of Petrobras' "pre-salt" fields.

Iraq backtrack on oil field auction.

France criminal investigation into possible Renault diesel emissions test manipulation.

Arson suspected in N Carolina blaze.

Judge ordered Michigan to deliver bottled water in Flint.

Charlotte NC sewage spills, high ozone: report.

Yemen Shia militia claiming Saud villages.

Saturday, November 12, 2016

FRIDAY CLOSE .... DOW UP 39 (RECORD HIGH), NAZ UP 28, S&P DOWN 3


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

NVIC up 46.
NVDA up 29, new high with very heavy volume after reporting.
LEDS up 14.
WPRT up 13.
OLED up 11, above all lines.
SUNW up 10.
CABN, MEEC up 9.
AMSC up 8 with volume, above all lines.
ASYS, PLUG, RUN up 8 with volume.
AMRC, CDXS up 7 with volume.
FCSMF up 7.
ACFN, CLNT, SUNEQ, INVT, ZAAP, TVIA, NANO up 6.
ENOC, FCEL, OESX, SKYS up 5.
AVAV up 4 with volume, above all lines.
CREE up 4.
POWI up 4, new high.
MYRG up 3, new high.
AEIS up 3, new high after reporting.

WWPW down 24.
AMLM down 22 with volume.
PRXM down 20 with volume.
PNPL down 19 with volume.
CCTC down 17 with heavy volume.
PALAF down 15.
EVSI down 8.
OCLN down 8, new low.
AWSL down 7 on 300 shares.
CCGI, MGPHF down 7.
GPRE down 6.
PEIX down 6 with volume.
NTCXF down 6, new low.
HQCL down 5, new low.
LEOM down 5, new low with volume.
LYSDY down 5, under all lines.
ELON down 4, new low with very heavy volume.
SEDG down 4.

Friday, November 11, 2016

AUSTRALIA RATIFIED PARIS CLIMATE AGREEMENT


Growing link between global warming, extreme weather: WMO '11-'15 analysis.

Plastic debris in oceans carries smell similar to seabirds' food sources.

Wild fires spreading across S Appalachia.

China's largest freshwater lake drying up fast.

China lowered its solar installs goal from 150Gw to 110Gw by '20: 60Gw distributed gen, 45Gw ground-mounted panels, 5Gw concentrated solar. By end of this year, est. 78Gw PV solar (15Gw distributed gen).

Spain's 2nd power auction coming up.

US' coal output in '16 est. lowest since '78.

Vietnam cancelled plans for its 1st nuke power plant.

Illinois lawsuit v. VW, Germany investigating the comp.

Vespa working on electric scooter.

Ferrari to build hybrids by '19.

Hyperloop deal to eval potential in UAE.

First Energy to exit competitive power market.

BP investing $30M in Fulcrum Bioenergy which makes biofuel from garbage.

Vivent Solar (VSLR) slight quarterly improvement.

Vattenfall got right to build largest yet - 600Mw - Nordic offshore wind farm in Baltic.

EIA revised up est. of US oil production in '16, '17.

Conoco to sell its natgas assets for $8B.

UK warship to guard oil shipping off Yemen.

FRIDAY OPEN .... MARKET DOWN 44--16--10


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

NVDA up 23, new high with very heavy volume after reporting.
SUNW up 14 with volume on rebound.
SUNEQ up 12.
RUN up 11 with heavy volume after reporting.
MEEC, WPRT up 5.
LEDS, OLED up 4.
ASYS, CBAK, POWI, ZNNMF up 3.

QTWWQ down 27 on 300 shares.
PNPL down 23 with volume.
CCTC down 17 with very heavy volume.
OCLN down 12, new low.
PALAF down 11, new low with very heavy volume.
ENZR, LTBR down 9.
AETI down 8, new low on 210 shares.
ESPH, PEMIF down 8.
CCGI down 7.
FCSMF down 6 on 300 shares.
OPTT, URRE, ZAAP down 5.
GEVO, MGPHF down 4.
HYSR, PEIX, SEDG, TPIC, WATT down 3.

Thursday, November 10, 2016

THURSDAY CLOSE .... DOW UP 218 (NEW RECORD), NAZ DOWN 42, S&P UP 4


Trump team pledges to dismantle Dodd-Frank.
Record #s of undocumented immigrants being detained in US.

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

PNPL up 38.
OPTT up 20.
PRHL up 16.
BIOA up 13.
GEVO up 12.
QTMM up 11.
ACFN up 10.
PLUG up 8.
AWSL, CBAK, EFOI, MNGA up 7.
ACPW, ASYS, EVSI, GLBL, TERP, MYRG, SENY up 6.

SUNW down 24.
CCTC down 20.
ESPH down 18.
LMRMF down 17.
WPRT down 15.
SUNEQ down 12.
NRDXF, INGXF down 11.
AETI, HYGS, MEEC, URRE down 8.
BLDP, LIME, QTWWQ down 7.
GPHBF down 6.

UN CLIMATE SUMMIT OPENED IN MOROCCO


Washington State voted down carbon tax proposal.

Florida voted down rooftop solar initiative.

Nevada OK'd power market deregulation.

China to use up to 20% more coal-fired power by '20.

Mainstream Renewable Power 940Mw wind power project deal in Vietnam. 3 farms.

Vivent Solar (VSLR) got $200M tax equity commitment for $480M of projects.

7 more fracking disposal wells closed in Oklahoma after quake.

Another pipeline blown up in Nigeria. 3rd attack in week.

Iran started production in oil/gas field shared with Iraq.

Another large US crude build in latest report: API.

BP expanding natgas field in Oman.

Japex $185M oil sands project postponed in Alberta.

THURSDAY OPEN .... DOW UP 126, NAZ DOWN 26, S&P UP 2


Dollar surging.

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

ACPW, CCGI up 12.
GEVO up 12 with news.
OPTT up 9.
INVT up 8.
CBAK up 7.
ACFN up 6.
EVSI up 6 with news.
MNGA up 5.
CLNT, HYSR, LTBR, NTCXF, SIEGY up 4.
WNDW, OLED up 3.
MYRG up 3, new high.

SUNW down 20 with very heavy volume after reporting.
ESPH down 18 with volume.
LMRMF down 17 with news.
SEDG down 10, new low with heavy volume after reporting.
QTWWQ down 9.
CCTC down 9 with heavy volume.
LYSDY down 8.
NRDXF down 8, new low.
BLDP down 6.
AETI down 5, new low after reporting.
GCTAF down 5.
URRE down 5, new low.
LSCG, MGPHF, SKYS down 4.
TSLA down 2.

Wednesday, November 9, 2016

WEDNESDAY CLOSE .... MARKET UP 257--57--23


Iran: Trump can't undo nuke deal.

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

CCTC up 105 with extreme volume. (Clean coal.)
PNPL up 34 with heavy volume.
ESPH up 25 with volume.
QTWWQ up 20 with volume.
EFOI, GPHBF up 11.
AVAV up 8 with volume.
BIOA, ERII up 7.
ADES up 6, above all lines.
BLDP up 5.
CREE up 4.

PSPW down 45 with heavy volume.
LSCG down 20, new low with extreme volume.
SUNEQ down 17.
SPWR down 14, new low with volume, reported after close.
RVLT down 14 with heavy volume after reporting.
INVT down 14, new low.
CSIQ down 13, new low with heavy volume.
KNDI down 12, new low with heavy volume.
RGSE down 11, new low.
NTCXF down 11, new low with volume.
VWDRY down 9.
PEGI down 9 with volume.
NYLD down 9 with heavy volume.
BWEN down 8, under all lines.
ELON down 8, new low.
HYGS, BLSP, CAFD, ENPH, ZNNMF, RNWEF down 7.
LEOM down 7 with volume.
NRDXF down 7, new low.
ACPW, HQCL down 6, new lows.
AMLM, SUNW down 6.
PEIX down 6 with volume.
VSLR down 6 with volume, below all lines.
GCTAF down 5, under all lines.
JASO down 5, new low.
SEDG down 5, new low with heavy volume after reporting.
FSLR down 4, new low with volume.
SCTY down 4 with volume, reported after close.
RUN down 4, new low with volume.

EARTH HAS JUST HAD ITS HOTTEST 5 YEARS ON RECORD


Climate change depleting Earth's stratosphere.

China announced plans to curb GHG emissions, coal use.

Sewage plants an overlooked source of CO2 emissions: report.

GMO crops could help combat climate change: study.

World Bank $300M for geothermal project in Turkey.

Carnegie Wave Energy (Australia) got funds to build 15Mw project in England.

Tidal turbine installed in Bay of Fundy.

Laos OK'd 3rd Mekong R. dam.

Duke Energy plans to buy 500 EVs.

Toyota plans to start mass production of EVs by '20.

GM on track for Chev Bolt deliveries before yearend.

DONG Energy dropping oil/gas ops, to focus only on offshore wind power.

Gamesa installed power storage batt at offgrid wind power prototype project.

N Sea oil production to increase 10% month-to-month to ~2.16Mb/d in December.

Another pipeline bombing in Nigeria.

Oman willing to cut its oil production up to 10% if OPEC leads.

China comp bought 20% stake in Rosneft subsidiary for $1.1B.

Eni chief wants non-OPEC producers to join oil production cuts.