MONDAY OPEN .... MARKET DOWN 24--7--2

4th American taken into custody by N Korea.
ISIS Afghan chief confirmed killed.
Putin, Erdogan agreed to normalize relations.

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

AKDS up 10 with news.
ADES up 6 after reporting.
AAOI up 6 more with volume.
LSCG, LIXXF up 6.
FCEL up 4 with news.
OLED up 4, new high with volume.
URRE up 4.
AETI, GEVO up 3.
REGI up 1, new high.

AMRS down 32 with very heavy volume, news.
TVIA down 24.
ASTI down 16 with heavy volume.
HZNM down 9.
EFOI down 7.
CCTC down 6.
WLDN, EMAN down 5.
BWEN, LMRMF, SYMX, INVT, PRHL, RNWEF down 4.
FCSMF down 3.

US ON HISTORIC STREAK OF RECORD HIGH TEMPS - 29 MONTHS IN A ROW

Arctic sea extent in April tied with lowest-ever April - last year's.

Atmospheric CO2 passed 410 PPM.

1 of 32 US utilities asked said Trump is saving coal industry.

Alaskans to profit from CO2 credits.

A green investment fund had money in coal utilities.

Climate action a "huge necessity": NATO official.

2/3 of Canada's el is "green".

Japan had 1st successful experiment with methane hydrates.

20 Republican House members now endorse GOP resolution calling for action on climate change.

DOE will honor "all" funding commitments: memo.

India inked 1Gw of wind deals, wants 1Gw more.

Europe registered 29K EVs in March, up 30% Y/Y.

UK public support for clean/renewable power still at all-time high.

Orix (Japan) buying $627M stake in Ormat.

Solar Stratos 1st test flight of solar plane.

PGGM investing in 275Mw of Solar City systems.

Tesla Model Y won't use Model 3 platform.

VDL Bus & Coach got order for 118 E buses for Netherlands.

Apple creating $1B fund for investments in advanced manufacturing in US.

Vestas was #1 wind turbine supplier in 2H16: Navigant. Sold over 6.4Gw, almost 3Gw more than 1H16.

Lighting industry launched assault on Obama's light bulb rules.

US states following Trump in rolling back regs.

Hundreds of dead sharks washed up in California.

Humans need to escape Earth in 100 years: Hawking.

Up to 35 oil tankers idle off Malaysia. ~65M bls.

OPEC kept output at 31.85Mb/d in April.

US added 6 oil rigs, 2 natgas rigs last week.

Dakota Access pipeline to open early next month.

Most states don't regulate natgas lines like the one in Colorado home explosion last month.

FRIDAY CLOSE .... MARKET UP 55--25--9

WTI over $46, Brent over $49. US natgas $3.27.

French election Sunday. Macron campaign hacked.

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

TVIA up 50 with volume.
RNWEF up 34.
LMRMF up 31.
EFOI up 25 with volume after reporting.
OLED up 23, new high with volume after reporting.
AAOI up 19 with heavy volume after reporting.
VSPC up 18.
REGI up 16, new high with volume.
SWIR up 14 with volume after reporting.
WLDN up 11 after reporting.
AXPW, PSPW up 11.
HZNM, PNPL up 10.
MEEC up 9.
AETI, SSOL up 8.
BWEN, PLUG up 7.
HQCL up 7 off new low.
SUNW, WPRT up 6.
BLDP, JASO up 5.
CLNE up 5 with volume after reporting.
VWDRY up 5, new high.
CSIQ, TSLA up 4.
ULBI up 4, new high.
SPWR up 3.

AMSC down 17, new low on new issue.
CSUNY down 17.
ASTI, LSCG down 14.
LYSDY down 9.
CCGI, GPHBF, XSNX down 8.
SUNEQ down 6.

FRIDAY OPEN .... DOW DOWN 2, NAZ DOWN 3, S&P UP 1.

211K new US jobs April.
N Korea says they foiled CIA plot on Un. (Why, that would be against US law to assassinate a foreign tyrant.)

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

OLED up 19, new high with heavy volume after reporting.
VSPC up 18.
SWIR up 15 with volume after reporting loss.
AETI up 15.
CLNE up 11 with heavy volume after reporting.
AAOI up 9 with heavy volume after reporting.
REGI up 9, new high with volume.
XSNX, TVIA up 8.
BWEN up 7 on rebound.
ULBI up 7, new high with volume.
RBCN reverse split.
BLDP, MYRG up 5 on rebounds.
WWPW, SYMX up 5.
OCLND, WPRT up 4.
VWDRY up 4, new high.
EVSI, LEDS, OESX, PEMIF up 3.
TSLA up 2.

AMSC down 14, new low on new issue.
BSRC down 13.
LEXG down 11.
SENY down 6.
CCGI down 5.
INVT down 4.
HYSR, CABN down 3.

PARIS PACT "ARCHITECT": TEXT VERY CLEAR -- GOALS CAN"T GO DOWN

White House leaning toward pulling out of Paris Climate Accords by next week.

Paris pact an "America 2nd" strategy: Pruitt.

Trump energy efficiency cuts facing resistance.

Trump appointed clean power critic to DOE Office of Energy Efficiency and Renewable Energy.

Pruitt signaled lifting ethanol seasonal restrictions.

EIA says US wind powergen 8% of total powergen. "More than any other renewable source." (Um, except for nuke and hydro, EIA.) (FERC puts wind at 7.1%.)

US wind industry to install 59Gw more over coming decade: MAKE Consulting.

Mexico held its 3rd energy auction.

China solar output up 80% in Q1 Y/Y, now up to 21.4Gwh. Added over 21Gw to total solar power capacity, now ~85Gw. About 2.3Gwh of solar was idled during Q1.

Average utilitization hours for China wind farms have declined several years in a row. They are shifting new development to south China.

New rules for Brazil small hydro power.

Southern Energy turning to D.C. for help to finish building reactors.

Worker error caused NJ nuke plant shutdown.

Tesla to open its own repair shops.

S Korea OK'd Samsung self-drive vehicle pilot testing on public roads.

Major German fish distributor buying 80 E vans from Deutsche Post.

Mahindra pulling out of UK EV market. Low sales.

Iberdrola on board for Apple 200Mw wind project.

Vivent Solar expanding into Rhode Island.

Solar City delayed solar roof tile models.

Lawsuit filed v. loosening of coal ash dump rules.

OPEC production cuts deal extension a "foregone conclusion" Hamm.

Nigeria sees oil production jump to 2.5Mb/d by '19. 2.2M now.

Iran to raise oil production from field shared with Sauds.

Kuwait Energy filed for IPO in London.

Kuwait sees $80 oil by '20.

Cuba imported 1st Russian crude since fall of USSR.

BLM froze central California fracking leases in deal with enviros.

Colorado regulators appealing ruling requiring more oil field scrutiny.

Energy Transfer opened 2 new US-to-Mexico natgas pipelines.

Huge concentrations of sulfur found in Himalayan soil from internal combustion engine exhaust: U of Cincinnati research.

Hundreds of dead fish washed up on Jersey shore.

NYC looking to chlorinate sewer pipes.

Drinking water contamination in Washington State wells.

Foreclosures loom for Flint Mich residents not paying their water bills.

THURSDAY CLOSE .... DOW DOWN 6, NAZ UP 2, S&P UP 1

WTI over $45, Brent over $48. US natgas $3.20.

Puerto Rico bankruptcy.
House voted for new N Korea sanctions, passed health bill.
Trump to visit Saudi Arabia, Israel.
Talks started on keeping US troops in Iraq.
Canadian $ at 14-month low on oil prices.

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

GRPH up 44.
CSUNY, LIME up 20.
LSCG up 17.
ASTI up 16 with volume.
EMKR up 14.
AXPW, NANX up 8.
NTCXF, CABN up 7.
CCGI, NANO up 5.
MXWL, MEEC, CCTC, EVSI, SSOL up 4.
ITRI up 4, new high after reporting.
LOTE, WNDW, AMRC, AKDS, HYSR up 3.
AMSC up 3 with news.
EFOI up 3 off new low after reporting.

TVIA down 44, new low with very heavy volume.
SWET down 20.
MYRG down 19.
VSPC down 15.
OGES, SENY, ACFN down 12.
PNPL down 12, new low.
BLDP down 10 with volume.
LTBR, NVEC down 8.
URRE, XSNX down 7.
FCSMF down 6 with heavy volume.
MGPHF, PRHL, WPRT, FCEL, JASO, SPWR down 6.
HQCL down 6, new low.
MNGA, RGSE, AETI, BSRC, CSIQ, HYGS down 5.
TSLA down 5 with volume.
OCLND, LIXXF, WATT down 4.
ERII down 4, new low with volume.
SUNW, ENPH, RVLT, VSLR, PLUG down 3.

THURSDAY OPEN .... DOW DOWN 15, NAZ UP 1, S&P UP 1

US productivity down most in 12 months.
US trade gap down on service sector exports.
S Africa ended rate hikes.
Norway kept rates unchanged.
S Korea voting.

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

EMKR up 14 after reporting.
NTCXF up 9.
ITRI up 6, new high with news.
SSOL up 4.
LOTE, BIOA, GPHBF up 3.
SYMX up 3 with heavy volume.

GRPH down 36 on 200 shares.
MYRG down 17.
ASTI, SENY down 16.
XSNX down 15 with volume.
OCLND down 14.
LEXG, FCSMF down 11.
LSCG down 10 on 100 shares.
TVIA down 10.
MEEC down 9.
ERII down 8, new low with volume.
LTBR down 7.
ACFN, CABN, VSPC down 6.
AWSL, HYSR, SPWR, LIXXF down 5.
TSLA down 4 with volume.
RGSE down 4.
AETI, BLDP, CBAK, PEIX, MNGA, URRE, RVLT down 3.
EFOI down 2, another new low after reporting.

TRUMP'S EXEC ACTIONS ON ENERGY PUTS US ON PATH TO FALL FAR SHORT OF PARIS CLIMATE COMMITMENT

Bloomberg: I hope Trump listens to Ivanka on Paris commitment.

Germany urging Trump to stay in Paris agreement.

Nordic ministers throwing their weight behind Paris.

Greens suing EPA for halting power plant toxics rule.

Groups suing EPA over ozone designations.

Greens suing US over Trump's exec order on offshore oil/gas development.

Indiana governor signed net-metering bill for solar, wind.

Moab made commitment to 100% clean power by '32.

SEC probing solar power customer losses.

ARPA-E projects not cancelled, just "on hold": Murkowski.

Victoria govt: clean power with batt power storage now cheaper than natgas for peak power.

US wind power industry installed over 2Gw in 1Q: AWEA. Best Q since '09. Texas added 724Mw, Kansas 481Mw. (FERC put the new wind number at 1.48Gw.)

US wind industry to drive over $85B of econ activity '17-'20, to install 35Gw new wind: Navigant.

Wind, solar power the majority - 2.4Gw - of new US powergen capacity in 1Q: FERC. 1.48Gw wind, 939Mw solar. Natgas powergen cap now 43% of total, coal 24%, (nuclear ~20%, hydro ~10%), wind 7.1%, solar 2.1%. FERC says clean/ren powergen now 19.5%. (With nuke, clean power ~40%.)

Over 1Tw of new PV solar to be installed globally '17-'26: Navigant.

EV batt costs fell to $273/Kwh in '16, bettering cost of internal combustion engine: IEA. Est. to reach $120/Kwh by '30.

Tesla revs doubled 1Q yoy. Record deliveries, Model 3 rollout on time, pickups and truck tractors coming.

Strata Solar (NC) expanding into Va. Seeking vets to employ.

E.ON (Germany) expanding into UK with solar, power storage.

Google, E.ON bringing "Sunroof" to Germany.

PG&E to administer $240M for power storage, clean power under self-generation program.

Areaflin secured $120M for 70Mw wind farm.

Palisade, ESCO finance close for 148Mw solar project.

TVA income down 1/3 1Q from mild winter.

US ethanol industry dealt setback in Omnibus bill.

Global gasoline consumption for passenger vehicles to fall from 23Mb/d ('15) to 22.8M by '20: IEA.

Abandoned natgas line left uncapped and connected to gas well caused Colorado home explosion. Killed 2.

Russia exceeding its oil production cut quota.

Total got offshore oil/gas drilling contract in Senegal.

Baker Hughes bringing shale tech to deepwater.

Iran coal mine explosion.

US Supreme Court denied challenge over Alaska polar bear habitat.

Ethiopia in drought crisis, aid needed.

Ocean shipping deafens seals: study.

Formaldehyde not a carcinogen: industry.

WEDNESDAY CLOSE .... DOW UP 8, NAZ DOWN 22, S&P DOWN 3

Fed kept rates unchanged.

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

OGES up 22.
XSNX up 18.
FCSMF up 16.
PSPW, OCLND, GPHBF up 12.
FSLR up 11 with very heavy volume after reporting.
SYMX up 8 with volume.
KNDI up 6 with volume.
CSUNY, GEVO up 5.
ASTI, ASYS, INVT, WATT, NTCXF up 4.

BFRE down 18.
BWEN down 18 with very heavy volume after reporting.
LMRMF down 17.
NANO down 14 with volume after reporting.
MEEC down 10 with heavy volume.
RUN down 8 with volume, news.
PNPL down 8, new low with volume.
MNGA down 7.
EFOI, FTEK down 6, new lows.
HYGS, QTWWQ, ERII down 6.
CCGI, EMKR, ENPH down 5.
WLDN, CCTC, URRE, OPTT down 4.
LIXXF down 3.
TSLA down 2 after reporting.

WEDNESDAY OPEN .... MARKET DOWN 36--27--6

177K new private sector jobs in April: ADP.
US service industries up more than forecast.
Most US homes still worth less than before crash.

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

CABN up 22.
FSCMF up 17.
FSLR up 16 with heavy volume after reporting.
OCLND up 12.
SYMX up 8 with heavy volume.
RBCN up 7.
NTCXF up 5.
ASTI, CCGI, GEVO up 4.
AMRS, CSIQ, SPWR, LOTE, MGPHF, ZNNMF, KNDI up 3.
WNDW up 3 with news.

AWSL down 24 on 1K shares.
NANO down 14 with volume after reporting.
BWEN down another 12 with heavy volume.
BSRC down 11.
XSNX down 9.
QTWWQ down 6.
EFOI down 5, another new low.
LEXG down 5.
SUNEQ, CCTC, OESX, MNGA, ENPH down 4.
RUN down 4 with volume, news.
WLDN, AETI, OPTT down 3.

TUESDAY CLOSE .... MARKET UP 36--3--2

Fed meeting.
China GDP may slip to 6.6% growth this year from 6.7%: economists.
Rouhani likely to be reelected in Iran on 19th.

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

CSGH up 78.
BLSP up 17.
NTCXF up 13 with news.
GPRE up 12 with heavy volume after reporting.
MNGA up 12.
AKDS up 8 with volume.
GRPH, LMRMF up 7.
SUNEQ up 6.
LYSDY up 5.
CREG, QTWWQ, SSOL up 4.
GCTAF, HYGS, KNDI, BNET, WATT, SPWR up 3.

AWSL down 24.
CSUNY down 19 with volume.
OGES down 16, new low.
XSNX down 15.
GPHBF down 15, new low.
FCSMF, OCLND down 14.
BSRC down 10.
FCEL down 10 with volume.
BWEN down 8 with volume.
EVSI down 8.
ECORF, MEEC, ASYS, WWPW, TPIC down 7.
BLDP down 7 with volume after reporting.
CBAK, TVIA down 6.
NANX, XJNGF, BFRE down 5.
ENOC, LEDS, INVT, OPTT down 4.
AETI, CCTC, EMKR, GEVO, HQCL, RUN, ZNNMF, PEIX down 3.
EFOI down 2, new low.
TSLA down 1 off new high.
AMSC down 1, new low.

ARCTIC SEA ICE IN MARCH WAS LOWEST FOR ANY MARCH SINCE SATELLITES BEGAN RECORDING 38 YEARS AGO

Other nations contribute "nothing" to reducing GHG emissions: Trump. (Wrong. But we now know his usual starting negotiations positions. Wrong.)

Spicer walking back Trump comment on gasoline tax to pay for infrastructure. (But why not raise Fed gasoline tax?!)

NYC plans to dump chlorine into sewers to treat raw sewage inflow during rainfalls.

Massachusetts utilities proposing 800Mw of offshore wind.

Wind 8% of US powergen cap. Highest clean power source after nuke.

French rooftop solar bids averaging E10.7 cents/w.

Largest China wind farm project got finance commits from Berkshire, Citi.

Ecuador city bought 30 BYD EVs for "Ecotaxi" fleet.

Tokamak fired up fusion reactor in UK.

Total solar eclipse could really tax grids: expert. (Pretty predictable, tho, yeah? Fire up standby power for how many minutes. Really. Big prob. Not.)

Oklahoma Senate wants to charge EV owners $100/year.

18K US water systems violated drinking water regs in '15: report.

Kemper clean coal project delayed another month.

Canadian Solar got A$65M finance for 47Mw Australia project.

Oil/gas pipeline comps pushing back on Trump's "Buy American" push. (Steel.)

Libya could bring ~700Kb/d back online soon. Now 760Kb/d.

Rystad expects US shale oil production to increase 100Kb/d every month into '18.

Iraq natgas comp official gunned down in Kurdistan.

BP 1Q profit up 3x.

Sauds to up oil export cap to 15Mb/d in '18.

Suncor restarted Canada oil sands shipments.

TUESDAY OPEN .... DOW UP 17, NAZ DOWN 2, S&P FLAT

Fed meeting. I expect no change.
Trump threatening govt shutdown after Dems' Omnibus win.
Trump considering breaking up big banks.
US serious about ultra-long bonds: Mnuchin.
Hamas dropped call for Israel destruction. (Sure, trust that.)
Abbas in D.C. tomorrow.
Chem weapons reportedly used again in Syria.
UK manufacturing up most in 3 years.

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

CSGH up 78 on 1K shares.
SWET up 25.
CABN up 22.
LMRMF up 7.
PSPW up 6.
BNET up 5.
AMRS, EMAN, WATT up 4.
GPRE up 4 after reporting loss.
ASTI, AWSL, FTEK, LIXXF up 3.
NTCXF, LOTE up 3 with news.

BFRE down 23.
BSRC down 12.
OCLND down 11.
CSUNY, OGES down 10.
BLDP down 9 with volume after reporting loss.
EVSI down 8.
WWPW, PRHL down 7.
SENY, LTBR down 6.
RVLT down 6 with volume after reporting loss.
AMRC down 5 after reporting loss.
BWEN down 5 after reporting.
CCGI, LEDS, XJNGF down 5.
FCEL down 4.
AETI, CBAK, CCTC, HYSR, OPTT, TVIA, MGPHF, CDTI down 3.

OMNIBUS BILL RAISED BUDGETS OF DOE, DOI; CUT EPA

Omnibus Bill requires Fed to treat emissions from forest biomass as carbon neutral. Also to allow "flexibility" for metro areas struggling to meet smog standards. Funding for Great Lakes restoration left in.

EPA website removed climate science section after being on site for 2 decades.

Top GOP climate action advocate announced retirement from Congress.

US losing "tremendous" amount of money defending Saudi Arabia: Trump.

B.C. govt attacking Vancouver's attempt to limit GHG emissions. Unreported methane emissions from B.C. oil/gas ops threatening Canada's climate action commitments.

Ontario to invest $56B over next 10 years on public transit, EVs.

China enacted new rules to force their car comps to make EVs.

Deals made for 120Mw new solar in Nigeria.

India has added 2x more clean/ren power than coal since '15. They near-doubled their solar power cap in FY17, but missed their target by 54%. They expect to add ~10Gw of solar in FY18.

US clean/ren powergen cap up 6.6% this year through Feb.

Italy comp supplying inverters for Enel's 754Mw solar project in Mexico.

Philippines OK'd 30Mw solar + power storage project to assess impact on grid.

Solar could provide 30% of Australia's power: ARENA.

BRDE committed $72M for Atlantic wind farm.

Climate change fight needs $80B investment globally in nuke power: IAEA Chief.

More oil/gas wells shut down in Colorado over home explosion.

Norway regulator sounding alarm over N Sea oil/gas ops safety.

Sauds cut prices to Asia again.

New refinery to make Iran self-sufficient in gasoline.

Indonesia plans $200B new investment for oil production.

Kurds have closed down 61 illegal oil refineries since '16.

Biggest jump in US natgas production in 3 years: EIA.

MONDAY CLOSE .... DOW DOWN 27, NAZ UP 44, S&P UP 4

WTI under $49, Brent under $52. US natgas $3.23.

Australia held rates steady, inflation up.

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

LEXG, TVIA up 12.
CSUNY up 11.
XSNX, CCGI up 8.
UCTT up 7, new high with volume.
LIXXF up 7.
WLDN, NANX up 6.
AETI, FCSMF up 5.
ASYS up 5, new high.
CDXS, FCEL, OCLR up 4.
CREG, EVSI, VECO, ZNNMF up 3.
TSLA up 2, new high.
VWDRY up 1, new high.

GRPH down 35.
ASTI down 17 with volume.
BLSP, PNPL, AMLM down 16.
PSPW down 15.
CABN down 14.
ACFN down 12.
BWEN down 11.
SUNEQ down 10.
RVLT, BNET down 9.
SSOL down 8.
EFOI down 7, new low.
LSCG down 7.
OESX down 6.
AMSC down 5 with volume, news.
NTCXF, LYSDY down 5.
APOP, WNDW down 4.
AMRS, AWSL, URRE, SUNW, MXWL down 3.
BLDP down 3 off new low with volume. Reported loss after close.

MONDAY OPEN .... DOWN DOWN 23, NAZ UP 19, S&P UP 1.

US manufacturing up less than forecast April.
US consumer spending flat.
China manufacturing off recent highs.
Trump tax plan hurts cred of Treasury: Summers.
ISIS Afghan leader likely killed: Pentagon.
ISIS killed senior Taliban official in Pakistan: militants.
Pakistan PM pressured to step down.

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

SWET up 25.
XSNX up 16.
FCSMF up 15.
INVT up 13.
BSRC, LSCG up 9.
NANX up 6.
UCTT up 5, new high.
AMRS up 5.
WLDN, ASYS, LIXXF up 4.
BLDP up 3, new high with volume.
EVSI, AAOI, CDTI, WPRT, LEDS up 3.

GPHBF down 17 with volume.
BLSP down 16 on 577 shares.
PSPW down 15.
BWEN down 11 with volume.
PRHL down 11.
SUNEQ, SSOL down 8.
AMLM, ASTI, ELON down 7.
LTBR down 4.
MEEC, AWSL, CCTC, HQCL, LYTS, URRE, QTMM, SKYS down 3.
PEMIF down 2, new low.

WORLD GOING TO HAVE TO REDO PARIS CLIMATE AGREEMENT WITH TRUMP: TRUMP

Paris agreement treats US unfairly: Trump.

50-50 chance Trump will stay with Paris: Gore.

Fed court ruled to pause litigation over EPA Clean Power Plan.

Majority of swing district voters oppose EPA budget cuts: poll.

D.C. court delaying mercury air pollution litigation.

Trump eased safety rules implemented after BP spill in Gulf of Mex. May spark new drilling offshore Atlantic, Alaska.

Almost 1/2 of US' largest corps have established clean power targets for themselves: report.

Massachusetts $10/ton carbon price could save $3B: study.

Mass die-off since early '16 of Atlantic whales off US' east coast. NOAA investigating.

Record amount of underwater grass in Chesapeake signals healthier ecosystem.

Science council predicts ice-free Arctic in 20 years.

Antarctic ice sheet draining huge quantities of water out to sea.

ENGIE power storage with solar, wind power plant in Brazil.

Toshiba 1st coal plant conversion to biomass in Japan.

Kenyans getting fined up to $10K for not installing solar water heaters in homes, businesses.

BRDE $72M for Atlantic wind farm.

Tesla halting door-to-door sales of Solar City solar systems.

Dubai got its 1st solar-powered gas stations.

Panasonic opened up its 1st EV batt factory in China.

Chechs aiming for lithium production.

S Australia set new wind power record.

Australia solar cap now 6Gw, estimated to 2x by '20.

Solar Q plans 350Mw solar, power storage project in Queensland.

Contract for Cheneire to ship US LNG to Poland.

Russia says they are now in 100% comply with oil production cuts.

Exxon doubled 1Q earnings.

BP found over 200M more bls in deepwater Gulf of Mex with new seismic tech.

Colombia's 2nd biggest oil pipeline attacked again.

Russia power plant plan for Crimea hit sanctions snag.

US oil rig count up 9 last week, natgas count up 4.

China funding unsustainable coal projects in Pakistan.

No comeback for coal: Columbia Center on Global Energy Policy.

Harvard "pausing" investment in some fossil fuel comps.

FRIDAY CLOSE .... MARKET DOWN 40--1--4

1-week spending bill passed by Congress.
US on path to exploding deficits: Fink.
Math prob with Trump budget: Greenspan.
N Korea missile test fail.
Oil tankers seized after gun battle in Libya.
UK Brexit cost at least $44B: Bettel.

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

SSOL up 25.
GRPH up 18.
ASTI up 16 with volume.
VSPC up 14.
BSRC up 12.
LTBR up 11.
EVSI up 8.
HYGS up 6.
WPRT up 6 with volume.
ASYS up 6, new high.
LEDS, WWPW up 5.
BLDP up 4, new high with volume.
ENZR up 4.
WNDW, VSLR up 3.
TSLA up 1, new high.

FCEL down 28, new low with new issue.
LSCG down 14.
NTCXF down 11.
AMSC down 7.
SUNEQ, INVT down 6.
AETI, TVIA, BNET down 5.
QRVO, ENPH, URRE, NANX, HZNM down 4.
SWKS down 4 with volume after reporting.
JASO, PLUG, GPRE, OESX down 3.

FRIDAY OPEN .... DOW DOWN 35, NAZ UP 2, S&P DOWN 3

US 1Q GDP up .7%, slowest in 3 years.
China asked N Korea to stop nuke testing: Tillerson.
US may terminate trade agreement with S Korea: Trump.

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

FCSMF up 12.
LYSDY up 11.
VSPC up 10 with volume.
LEDS up 9 with volume.
HYGS up 7.
CABN, APOP up 5.
ASYS up 4.
BLDP up 4 with volume, news.
AXPW, LTBR up 3.

CSGH down 65.
GRPH down 42.
FCEL down 31, new low with new issue.
AMLM down 24.
LSCG down 14.
BFRE, BNET down 13.
ZAAP down 12.
NTCXF down 11.
ASTI down 8 with volume.
URRE down 5.
CDTI, ENPH, MGPHF, RGSE, TVIA down 4.
AETI, CCTC, HYSR, JASO, OGES down 3.
SWKS down 3 after reporting.

TRUMP ASKED TO IMPOSE TRADE BARRIERS TO PREVENT WIPEOUT OF US SOLAR INDUSTRY

Halting ARPA-E funds may break law: Dems.

EPA disregarded Army Corps WOTUS concerns: ex-official.

OSHA staff blocked from talking to press.

Denmark to end all clean/renewable power subsidies.

Researchers outlining path to 10Tw PV solar by '30.

Dust, air pollution can cut solar panel efficiency up to 25%.

Over 1K comps asking govt to strengthen Energy Star program.

GOP becoming ally on California cap and trade proposal.

Kochs opposed clean car park and lost.

Mike Bloomberg pledged $3M to help coal communities.

Congress near deal on coal miner benefits.

French insurer pulled $200M of coal investments.

Historic coal mine threatened by rising seas.

First Energy facing more fallout from long-term coal bet.

Duke Energy staying the course on coal power cuts.

Canada pledging to crack down on US coal.

Slowing global growth helps explain fall in US coal.

Anadarko closed 3K Colorado wells after fatal home explosion.

Trump's National Monuments order could offer new oil/gas ops.

Repeal of BLM methane rule to pass Senate: Barrasso.

World Bank maintains $55 oil forecast.

Global oil discoveries fell to record low 2.4B bls in '16.

EV boom setting cobalt up for massive price spike.

12M Colombians vulnerable to climate disasters: govt minister.

THURSDAY CLOSE .... MARKET UP 6--23--1

Europe core inflation heating up.
US, allies made 29 strikes on ISIS oil targets in Syria, Iraq.
Gaza electric cut off.

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

AMLM up 26.
CSGH up 16.
UCTT up 13, new high with heavy volume after reporting.
APOP up 13.
LEOM, XSNX, SENY up 9.
PRLB up 8 with volume after reporting.
CABN up 8.
ASYS up 8 with volume.
JASO up 7 with volume.
AWSL, CDTI, NTCXF, QTMM up 6.
ACFN, SUNEQ, WPRT up 5.
BLDP up 4, new high with volume.
INVT up 4 with heavy volume.
HZNM, AAOI up 4.
AEIS, NANO up 3, new highs.
CCTC, RGSE, PEMIF up 3.
FCEL up 3 with news.

OPTT down 29, new low with new issue.
AMSC down 27, new low with very heavy volume after reporting.
AXPW down 27, new low.
SSOL down 20.
CSUNY down 14.
BSRC down 12.
ASTI down 11 with extreme volume.
EVSI, VSPC down 6.
LSCG down 5.
OESX, LYSDY, WATT down 4.
AKDS, WNDW, SKYS down 3.

THURSDAY OPEN .... MARKET UP 8--18--1

Trump wants to renegotiate NAFTA.
ECB kept rates unchanged.
US durable goods orders up less than forecast.
Wells Fargo, JP Morgan packing auto loans into bonds.

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

SWET up 25.
CSGH up 16.
UCTT up 12 with volume, new high after reporting.
LEOM, APOP up 9.
PRLB up 7 after reporting.
FTEK up 6.
ACFN, BLDP, CCGI up 5.
BWEN, FCEL, CDTI, NTCXF up 4.
AEIS, ASYS, EFOI, PEMIF, QTMM up 3.
NANO up 3, new high.
OLED up 2, new high.

VSPC down 33.
OPTT down 27 with extreme volume, new low with new issue.
AMSC down 22 with heavy volume, new low after reporting.
BSRC down 15.
CSUNY down 14 with volume.
AXPW down 13.
OCLND down 11.
WATT down 6.
WNDW down 5.
HYSR, LEDS down 3.

US SHOULD STAY WITH PARIS CLIMATE ACCORDS, BUT WITH CHANGES: PERRY

Perry also made "national security" claim on coal, nuke power.

White House website removed "sound science" from Office of Science and Tech policy mission.

India coal plants being shelved at rapid pace.

N Dakota asking Trump to fund clean coal (CCS) tech.

Kochs were involved in Pruitt confirmation.

Many big investors ignoring climate risks: report.

Wind power to grow 65% in next 5 years: report. Forecasted to be over 800Gw total installed by '22. Over 54Gw installed in '16.

China wind power capacity up 13% in 1Q. Total now 151Gw.

India to auction 4Gw wind cap this year.

Iowa's biggest utility investing $3.6B in new wind turbines.

Pattern Energy bought 324Mw wind project for $269M.

750Mw India solar tender massively oversubscribed.

Scatec Solar PPA for 400Mw solar in Egypt.

Solar project funded by Houston started.

Apple commitment to new solar, wind projects in Oklahoma.

Canadian Solar 10Mw Uganda project.

NDB, BNDES $300M loan deal for Brazil clean power projects.

1/2 of utility-scale solar plants track sun throughout day.

Commercial, industrial sectors to be fastest growth for power storage.

12Mwh batt power storage being added to UK solar farms.

PSA Group now in French diesel emissions cheating investigation.

Total Oil's chief sees EVs seriously cutting into oil demand soon.

Oil/gas pipeline safety incidents on rise after decades of decline.

Pemex hedging oil for 1st time in 11 years.

China buying up unprofitable natgas assets.

Libya's biggest oil field to reopen.

Kurd oil production stopped by pipeline explosion.

Antarctic penguins in trouble: report.

Sea bottom "doodles" sketch climate history: studies.

Ukraine turned off el to rebs in East, Russia to supply.

Dem AGs fighting bill to revamp ozone regs.

Mexico tuna industry won WTO ruling over US.

TVA phasing out handguns for nuke plant police.

WEDNESDAY CLOSE .... MARKET FLAT

Trump staying with NAFTA for now.
Bank of Japan cut inflation forecast.
Russia thwarted planned ISIS attack on Far East oil hub.
Saud forces thwarted attack on Aramco facility near Yemen border.

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

CSGH up 150. (I know.)
PNPL up 25.
OGES up 15.
CSUNY up 14.
LSCG up 12.
CDTI up 12 with volume.
ASYS up 11 with very heavy volume, news.
LYSDY up 9.
WPRT up 7 with volume.
CBAK, AMRS up 7.
FSLR up 5 with volume.
CDXS, BLDP up 5.
AMRC, SUNEQ up 4.
AMSC up 4, reported after close.

HZNM down 40.
AMLM, XSNX down 21.
OPTT down 17 with heavy volume.
ASTI down 12 with extreme volume.
CREE down 11 with very heavy volume after reporting.
LEXG down 11 with volume.
AXPW, OESX, SRWRF down 9.
CABN down 8.
WATT down 8 with volume.
QTWWQ down 7.
VSPC down 6.
CCTC, HYGS down 5.
FTEK down 4, new low.
NFEC, LMRMF, PEMIF down 4.
FCEL down 3.

TUESDAY CLOSE .... MARKET UP 232--41--14

WTI over $49, Brent over $52. US natgas $3.05.

Venezuela contributed $500K to Trump inaugural committee.
Perdue confirmed by Senate for DOA.

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

VSPC up 33.
CABN up 27.
TVIA up 14.
XSNX up 12.
SWET up 11.
AXPW, PLUG up 6.
GPHBF, LOTE, LSCG, FCEL, BSRC, CCTC up 5.
FCSMF, INVT, AMSC, MEEC, FTEK up 4.
UCTT up 4, new high with volume.
MXWL up 3 with volume.
NTCXF, PRLB, VECO, VSLR, AKDS, GPRE, CREG, CBAK up 3.

PNPL down 31.
QTWWQ down 21.
ASTI down 20.
RNWEF down 19 on 500 shares.
CSUNY down 18.
OGES down 15, new low.
GRPH, WLDN down 15.
HZNM down 12.
SUNEQ, LEXG down 11.
LIME down 10.
CCGI, LEOM down 8.
BFRE down 6.
MNGA down 4 with volume.
WNDW, AMLM, AMRC, ECORF, ENOC, OESX down 3.

GLOBAL WARMING POWERED CLIMATE CHANGE LINKED TO LARGE SHARE OF EXTREME GLOBAL WEATHER EVENTS: STUDY

Fortune 500 comps forging ahead on climate policies. Saving up to $3.7B/yr doing it.

Enviros lost fight to block oil/gas exploration in Big Cypress.

Solar industry facing shortage of qualified workers: report.

US tax uncertainty disrupting solar deals.

Appalachian Power looking to add clean/renewable power to portfolio.

NY to fund power storage feasibility studies, demos.

Scatec Solar continuing Africa expansion.

RES teaming up with San Diego utility for 30Mw batt power storage.

Turk developer working on 44Mw new solar.

Solar Q solar farm proposal in Queensland.

UK wind, wave, tidal power comps exporting goods, services worldwide. (What the hell, US?! Get on board!)

GE completed buy of Denmark wind turbine blade maker for $1.65B.

Denmark to end their subsidies for clean/ren power.

IOS published world 1st international standard for sustainable procurement to match shareholder ethics.

Sauds to offer over 1Gw more solar, wind power in 2nd tender.

Corvus got 10-yr contract for hybrid ferries in Scandinavia.

Hyperloop 1 moved back test date again.

India Rail proposing 800Mw solar park.

White House trying to halt DOE loans, grants.

China clean/renewable power to be 20% of their grid by '30: report.

China crude production down 6.8% in 1Q yoy, demand up 5.3% yoy. Their coal production up 1.9% yoy. Their coal power production up 7.4% yoy.

China tendering 22 oil/gas blocks in S China Sea.

Russia again China's top oil supplier.

Russia landing oil deals in Syria.

Iraq plans to increase their oil production 600Kb/d to 5M by yearend.

Barents Sea oil reserves 2x as thought before: Norway.

Oil exporting nations slashing their military spending.

S Sudan reopened tenders for 2 oil blocks.

Chevron continuing asset sales in Asia.

DOE allowing Texas comp's LNG exports to non-trade pact countries.

Train carrying batts exploded in Houston.

TUESDAY OPEN .... MARKET UP 230--33--14

Trump wants to cut corp tax to 15%.
China unwinding $1.7T of shadow funds.

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

CABN up 25.
SWET up 11.
LEXG up 10.
AKDS up 8 on 300 shares.
VSPC up 8.
FTEK, CDTI, NANX, WPRT, XSNX up 4.
AMSC, FCEL, PLUG, EMAN, VSLR up 3.

QTWWQ down 27.
OPTT down 12 with heavy volume after yesterday's jump.
HZNM down 12 on 500 shares.
ASTI down 10 with heavy volume.
SUNEQ down 9.
BSRC down 8.
MNGA down 7 with volume.
BFRE down 6.
INVT down 4.
CCTC, MGPHF down 3.

MONDAY CLOSE .... MARKET UP 216--73--25

Russia fave candidates lost in France election.
Trump plans to cut corp tax to 15%.
New US sanctions on Syria over sarin attack.
Russia aiding Taliban: general.

WTI under $50, Brent under $52. US natgas $3.07.

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

OPTT up 49 with extreme volume, news.
QTWWQ up 33.
RGSE up 13 with extreme volume after prelim report.
XSNX up 11.
KNDI up 9 with news.
NRDXF up 8 on 132 shares.
SIEGY up 7, new high with heavy volume.
AAOI up 7 with heavy volume.
LYTS, LMRMF up 7.
BWEN, LSCG up 6.
OESX, PRHL up 5.
UCTT up 5, new high.
ENOC, EVSI, GCTAF, ENPH, SEDG, QTMM, RBCN, MNGA up 4.
IBDRY up 4, new high.
AEIS, ASYS, BLDP up 3.

WWPW down 33.
SUNEQ down 17.
OGES down 16, new low.
VSPC down 14.
LOTE down 11 with volume.
SWET, LEXG down 10.
BSRC down 9 with volume.
ASTI down 9.
TVIA down 7.
CCTC, MEEC down 6.
INVT down 6, new low.
CSUNY, FCSMF, NANX down 5.
AMRS, BLSP, GPHBF, MGPHF, SENY down 4.

WE HUMANS EXHALE CO2. AS DO FOSSIL FUEL POWER PLANTS. AND OTHER. SO SCIENCE QUESTION IS IS ATMOS GREENHOUSE EFFECT REALLY REAL

Science. Gotta love it. And accept facts and data. Even if you are POTUS.

Moving on. Hurricane season looking near normal. Fewer named storms expected than last year: forecasters.

DOE removed language on its website that emphasized wind power as an emission-free power source. (What can be said? Stupidism.)

DOE oversight of research funds "inadequate": IG.

Pruitt faulted Obama's EPA work on Flint water crisis. (Maybe warranted.)

Mike Bloomberg working on saving Paris climate accords, US commitment.

Great American Park in California going 100% clean power.

San Diego G&E added 5 batt power storage projects (4-hour) to portfolio.

London comp deal to purchase 1.8Gw of US solar projects.

Next Era Arizona unit to build 20Mw solar plant with 10Mw batt power storage. Online by yearend.

NYC, LA, SF simultaneous power outages for transportation infra last Friday. (Are we under attack every day or what? Could be Iran, N Korea, Russia. Who knows?)

Delhi Metro 750Mw PPA for Rewa solar project.

Gamesa getting 38% share of new India wind power. Several India states abandoning wind power FITs after latest auctions.

EIB, ABN committing E150M for cleaner shipping.

UK, China rail freight connection kicked off.

OPTT deployed its1st powerbuoy in Japan. (Stock way up.)

53K Teslas recalled. Comp to double its supercharging network this year.

Tesla, Apple scrambling for cobalt.

Gaza's only power plant shut down.

N Korea gasoline prices shooting up while China mulls oil embargo over nuclear, missile tests.

Low oil prices pressing Abu Dhabi to sell its US assets.

India's increasing oil storage causing long gas lines in Sri Lanka.

Nigeria navy thwarted attack on oil products pipeline.

US closing 46 coal power units at 25 plants in 16 states over next few years. Will eliminate 30M tons of annual coal demand by '19.

MONDAY OPEN .... MARKET UP 219--68--24

Investors switching from high-yield funds to stocks.

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

CSGH up 67 on 1K shares.
OPTT up 48 with extreme volume, news.
RGSE up 16 with very heavy volume after prelim report.
LSCG up 12.
CCTC up 11.
LEXG up 10.
AXPW up 7.
KNDI up 7 with news.
LMRMF up 7 on 1K shares.
LIXXF up 6.
SIEGY up 6, new high.
EVSI, GCTAF, MNGA up 5.
ELON, HYSR, LYTS, OESX, BIOA, ENPH up 4.
IBDRY up 4, new high.
BWEN, CREG, FTEK up 3.
SWKS up 3, new high.
VECO up 3 with news.

WWPW down 33 on 1K shares.
SWET down 20.
BSRC down 12.
SUNEQ down 11.
MEEC down 10.
NTCXF down 9.
OCLND down 6.
GPHBF down 5, new low.
CSUNY down 5.
LEDS, SKYS down 4.
INVT down 4, new low.
CCGI down 3.

UK WENT WITHOUT COAL POWER FRIDAY FOR 1ST TIME SINCE 1880'S

DOE energy research funds have slowed to a trickle since Trump team took over.

DOE grid study so far sidelines top experts.

EPA asked court for time to review truck emissions rules.

World Bank chief expects US to renege on climate/power aid to poor countries.

Enviros taking claims of FERC bias to appeals court.

Interconnection issues could block future power storage progress in US: report.

LG Chem launched home batt power storage production in N Am.

Mercedes-Benz to sell home power storage systems in UK.

MacQuarie-led consortium buying Green Investment Bank from UK for $3B. Vowing to beef up global spending in clean power with 3B Pounds of new spending spread over next 3 years.

San Fran increasing its clean power goal to 50%.

Suzlon got 100Mw wind turbine order from ReNew.

Softbank-led JV turned on new 350Mw solar plant in India.

India wind power to double by '22.

India Renewable Energy Agency raised $109M in green bonds.

Fast-charging EV stations coming to I-95. Nissan and EVgo. Boston to D.C.

US judge sentenced VW to 3-year probation, independent oversight over emissions cheat.

Successful test of world's first E heli-plane. Lilium.

No Exxon waiver for new Russia drilling.

"Massive" natgas discovery in US Gulf Coast Basin: USGS.

Azerbaijan to boost its oil/gas output in Caspian with new well. 876b/d, 129MCF/y.

Dutch court ordered criminal probe of Shell-Exxon JV over quakes.

OPEC, NOPEC meet May 25th.

US oil rig count up 5 last week. Natgas rigs also up 5.

High pesticide levels found in honeybee hives: study.

Soccer fans killed in Nicaragua by fallen power wire.

FRIDAY CLOSE .... MARKET DOWN 31--6--7

WTI under $50, Brent ~$52. US natgas $3.10.

Toss-up French election this weekend. LePen may have edge.

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

SWET up 66 with extreme volume.
AMLM up 38.
CSUNY up 30.
AWSL up 27.
OGES up 26.
AXPW up 18.
PNPL up 16.
NANX up 14.
CCGI up 13 with volume.
OCLND up 12.
CDTI, FCSMF up 11.
HYGS up 10.
BIOA, LYSDY up 9.
BLSP up 6.
AMRS up 5 with news.
ENPH, ADES, ENZR up 4.
FNSR, AMTX up 3.

LOTE down 18.
CCTC down 14.
VSPC, LSCG down 12.
BSRC down 10.
LEXG down 9 with heavy volume.
GPHBF, GEVO down 7.
XSNX down 6 with volume.
MEEC down 6.
EVSI down 5.
LTBR, MNGA, PRLB, TVIA, PLUG, GCTAF, EFOI down 4.
RBCN, ULBI, FCEL, ELON down 3.

FRIDAY OPEN .... DOW UP 6, NAZ UP 1, S&P DOWN 1

Trump to sign order to review tax rules issued in '16.
Deutsche Bank busted for breaking Volcker Rule.

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

SWET up 33.
OGES up 27 on 2K shares.
AWSL up 27 on 1K.
CCGI up 10.
ENZR, FCSMF, LYSDY up 7.
BIOA, PRHL up 6.
LEOM, MNGA up 4.
AAOI up 4 with news.
ADES, FNSR, NTCXF up 3.
HYGS up 3 with news.

XSNX down 16 with heavy volume.
GPHBF down 12.
LSCG down 12 on 1K shares.
ASTI down 9 with heavy volume.
LIME down 8.
MEEC down 7.
OCLND down 6.
GEVO down 5.
LEDS, SUNEQ down 4.
AKDS, EFOI, LOTE, MGPHF, OPTT down 3.

THURSDAY CLOSE .... MARKET UP 174--53--17

WTI under $51, Brent ~$53. US natgas $3.16.

Trump now wants $200B for infrastructure.
US tax overhaul plan by yearend: Mnuchin.

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

ENZR up 18 with volume, news.
GRPH up 18.
XSNX up 9.
GEVO up 8 with volume, news.
ECORF up 7.
ADES, CCGI, OCLND up 6.
EVSI, MEEC, SUNEQ, BNET, GPHBF, OGES, OLED up 5.
HQCL up 5 with volume.
BWEN, HYSR, INVT up 4.
LSCG, LTBR, CDTI, PRLB, ZNNMF, WPRT up 3.
VECO up 3, new high.

SWET down 25.
AWSL down 21 on 162 shares.
BLSP down 20.
LOTE down 20 with very heavy volume after new high.
FCSMF down 10.
CABN, LYSDY down 9.
AMRS down 8.
ASTI down 8 with extreme volume.
LEXG down 8 with volume.
NANX, LEOM down 7 with volume.
AMLM, PRHL down 6.
FTEK down 4, new low.
KNDI, MNGA down 3.