TUESDAY CLOSE .... DOW DOWN 107, NAZ UP 1, S&P DOWN 2

Canada econ gaining speed.

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

SSOL up 25.
PSPW up 23.
AWSL up 20 with heavy volume.
XSNX up 20.
VSPC up 15.
SENY up 11.
ASTI up 11 with very heavy volume.
LYSDY up 10 with volume.
TVIA up 9.
SKYS up 8 with volume.
OCLN, LEXG up 7.
HYGS, HYSR, TPIC up 6.
EVSI, LSCG up 5.
OLED up 4.
PEIX, SPWR, WNDW up 3.

RGSE down 15.
QTMM down 12.
AMRS down 11 with volume.
ACFN down 9.
SUNEQ down 8.
BLSP down 6.
KNDI, OPTT down 4.
SUNW down 3.

ENERGY INDUSTRY TELLING TRUMP "NO THANKS" TO ANY INFRASTRUCTURE SPENDING FOR THEM

Trump "America First" energy plan leaves America behind: NRDC.

Science to suffer with Trump travel ban: researchers.

Carbon capture necessary to meet Paris climate goals: study.

Farmers tackling climate change without acknowledging it.

Fish adapting reproductive cycles to warming oceans.

Chile wildfires in drought, high heat, strong winds.

Australia seeing Pacific warming, maybe new El Nino.

Gulf of Mex deadzone driving jumbo shrimp price spike: study.

Bay of Bengal fishery depletion, dead zone.

Global warming could boost mercury levels in fish: study.

US unveiled years of space weather data.

62% of auto execs think EVs will fail due to infra challenge: KPMG survey.

Scandanavian comp buying up to 4.5K batt systems by '23 from AKASOL (Germany) for el buses.

2 Hawaii utilities offering $10K rebates on '17 Nissan LEAFs.

635 Mitsubishi PHEVs headed to Ukraine national police.

In 3 months Tesla completed world's largest grid power storage facility - 80Mwh - to replace natgas peaker power plant in S Cal.

Honda/GM teaming up on fuel cell development.

Germany 1.55Gw offshore wind power tender.

Missouri weighing Clean Line project. (Wind power from Oklahoma to east.)

Virginia's largest solar farm to help power Amazon ops.

Grid power surge caused fires in Pennsylvania town.

China nuke power capacity set to overtake US within a decade.

US natgas power cap to increase 8% this year.

Shell sold $4.7B of oil/gas fields.

Court froze Keystone XL lawsuit.

Human error increasingly responsible for pipeline leaks.

Oil pipe rupture in Texas.

US border tax could kill US oil exports, raise gas prices: expert.

OPEC cut close to 1Mb/d production in January.

No ban on US oil firms: Iran oil minister.

Oil demand won't peak soon: IEA chief.

TUESDAY OPEN .... MARKET DOWN 129--17--8

Mexico growth slowed on oil output.
Fed expected to keep rates steady.

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

BSRC up 19.
AMLM up 16.
XSNX up 16 on news.
LSCG up 11.
SENY up 9.
RGSE up 8.
OCLN up 7.
EVSI, LEXG up 5.
TPIC up 4.
EFOI, WNDW up 3.

ZAAP down 13.
OGES down 10 with heavy volume.
ACFN down 9.
OPTT down 7.
BLSP, FCSMF down 6.
CBAK, RBCN down 5.
AMTX, CCTC, CSIQ, HYSR, KNDI, NTCXF, VECO down 3.
PLUG down 2, new low.
AEIS down 1 off new high with volume after reporting.

MONDAY CLOSE .... MARKET DOWN 122--47--13

WTI under $53, Brent over $55. US natgas $3.23.

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

RGSE up 28 with volume.
AWSL up 25.
QTMM up 14 with extreme volume.
CABN up 13.
QTWWQ up 11 with heavy volume.
ACFN up 10.
GPHBF, WATT up 7.
FTEK up 5.
LMRMF, PRHL up 4.
ENOC, GEVO, MNGA, ZNNMF up 3.

PSPW down 25 on 118 shares.
RNWEF down 24.
SSOL down 20.
XSNX down 16.
ASTI down 13 with extreme volume.
SRWRF, ZAAP down 13.
LEXG down 11.
OPTT down 10.
CDTI down 9.
AMLM down 7 with volume.
CREG down 7.
EVSI, ENPH down 6.
OCLN down 6 with volume.
AMRC, RUN, WPRT, REGI down 5.
PLUG down 5, new low with volume.
BIOA down 5 with volume.
CLNE, NFEC, SUNEQ, URRE, LYSDY down 4.
AMRS, AMTX, CDXS, EFOI, FCEL (new low), HQCL, JASO (new low), OESX, POWI, SSNI, VECO, TPIC, TVIA, MXWL, MGPHF down 3.

ARGENTINA DECLARED '17 "RENEWABLE ENERGY YEAR"

El Salvador awarded solar project at 5 cents/Kwh.

Dubai 200Mw CSP tender.

2 Hawaii utilities offering $10K rebates on '17 Nissan Leaf.

Ireland passed fossil fuel divestment legislation.

Chile's 3rd power auction at 4.2Gw/yr.

Iran may cancel $7B natgas pipeline project to Pakistan.

India's largest solar project stalled.

Mongolian demonstrations demanding action on smog.

PG&E fined $3M for deadly natgas pipeline explosion.

UK court gave Shell a victory in case over Nigeria oil pollution.

Fitch downgraded Nigeria.

High level of OPEC compliance with production cuts so far: tanker tracker.

Oil underground 2x what world will need through '50: BP.

Tripoli says Libya oil production could hit 1.2Mb/d by yearend from 700K now. Needing $100B to restore infra to pre-war 1.6M.

New China campaign to replace home coal burning with electric.

Russia oil shipments to China up 24% in '16 to avg 1.05Mb/d.

About a dozen oil tankers held offshore Venezuela awaiting money for cleaning/repair after unloading. 11 more in "financial retention". Venezuela oil exports down to 1.6Mb/d in 4Q16 from 1.8M in 3Q16. (Very hurting country/people.)

Biofuel credits plummeting with EPA regs freeze.

Kurd infighting over oil revs.

Lukoil to start developing 2 Iran oil fields this year.

MONDAY OPEN .... MARKET DOWN 170--71--21

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

RGSE up 19.
CABN up 16.
QTMM up 11 with heavy volume, news.
LEOM up 9.
LMRMF up 6 with volume.
INVT up 4 with news.
GEVO, WNDW up 3.

PSPW down 25.
XSNX down 23.
SSOL down 20.
ASTI down 10 with heavy volume.
BLSP down 9.
AMLM down 7 with heavy volume.
PLUG down 6, new low.
ENPH, LTBR, WPRT, OCLN down 6.
CSIQ, SUNEQ down 5.
CCGI, CLNE, NFEC, SPWR, CDTI, NTCXF, TVIA down 4.
JASO down 4, new low.
AMRS, EFOI, FCEL, KNDI, OESX, POWI, URRE, RUN, VECO, TPIC down 3.
BWEN, RBCN down 3 with news.

DOE SUNSHOT INITIATIVE REACHED $1/W GOAL 3 YEARS EARLY

Canada enviro minister thinks Trump will come around on climate.

Trump climate agenda a giveaway to Putin: opinion.

Despite Tillerson statements in favor of carbon tax, Exxon fought 2 carbon tax bills in Massachusetts last year.

Trump not liking Musk's suggestion of carbon tax.

Climate change poses significant threat to Europe econ, health, ecosystems: report to EEA.

CDC rescheduled climate change summit.

Sierra Club wants 28Gw of coal power retired this year.

US coal industry will continue its decline through '17: IEEFA.

World Bank loan program pushing fossil fuel power projects: report.

US fuel economy rules risk 1M jobs: Ford CEO.

Efficiency, not EVs, will make biggest dent in oil use: BP exec.

Europe installed over 1.5Gw new offshore wind power in '16, cumulative total now 12.6Gw.

Vestas reached new 9Mw wind turbine record.

Sun Edison unit to build 200Mw solar power project in Bangladesh.

Acciona Energie supplying Google data center in Chile with 180Mw from 246Mw solar power project - largest in S America.

Melbourne transportation network to run on solar. Victoria 75Mw solar tender.

US oil rig count up another 15 last week. Natgas up 3 more.

Libya oil production back up to 700Kb/d after fire.

Oil capex increase needs at least $65 oil: Baker Hughes.

Lebanon opened up its 1st oil/gas bidding round for 5 offshore blocks.

Iowa diesel oil pipeline rupture. 3.3K bls spilled.

FRIDAY CLOSE .... DOW DOWN 7, NAZ UP 5, S&P DOWN 2

WTI over $53, Brent over $55. US natgas $3.36.
US econ grew 1.6% in '16, not 1.9% previously reported.
N Korea restarted plutonium reactor.

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

XSNX up 76.
AMLM up 34 with volume.
BNET up 14 with volume.
TVIA up 8.
GEVO, RBCN, SENY up 6.
FCSMF up 6 with volume.
BSRC up 5 with heavy volume.
HYGS up 5.
PRHL up 4 with volume.
AETI, CREG, SUNEQ up 3.
POWI up 1, new high.

BOPO down 66.
PNPL down 14.
VSPC down 13.
ASTI down 11 with extreme volume.
ACFN down 9 with volume.
GPHBF, LYSDY down 9.
CAFD down 7 with volume after reporting.
URRE down 7.
CBAK down 6.
INVT down 6 with news.
AMTX, CLNT, LIME, SPWR, RGSE down 4.
BIOA down 4 with volume, news.
WATT down 4 with news.
LEDS, LMRMF, NFEC, LTBR, QTMM, WPRT down 3.

FRIDAY OPEN .... DOW FLAT, NAZ DOWN 7, S&P DOWN 2

US 4Q GDP up 1.9%, 1.9% growth for year. Biz spending up in 4Q, exports down. 2.3% growth seen for '17, '18.
US consumer spending up 2.5% in Dec.
US Dec. capital goods orders up more than forecast.

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

AMLM up 62 with volume.
XSNX up 15.
AXPW up 11.
BNET up 9.
AETI, MNGA, OCLN up 3.

RGSE down 21.
VSPC down 13.
ZAAP down 10.
LEXG down 6 with heavy volume.
CAFD down 6 with heavy volume after reporting.
BLSP, INVT down 6.
ASTI down 5.
LIME, NANX down 4.
AMTX, ASYS, CBAK, NFEC, BIOA, WPRT down 3.

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

WTI over $53, Brent over $56. US natgas $3.35.

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

LYSDY up 35, new high with very heavy volume.
VSPC up 27.
INVT up 25 with volume.
ZAAP up 15 with volume.
XSNX up 13.
QTWWQ up 12.
ACFN up 11 with heavy volume.
SUNEQ up 10.
ENOC up 7.
LYTS up 7 with volume after reporting.
WPRT up 7 with volume.
ASTI up 6 with extreme volume.
ELON, KNDI, NFEC, RBCN up 4.
FCEL up 3 with volume.

RGSE down 33 with reverse split, report. New low.
AWSL down 20.
AMLM down 15 with heavy volume.
BNET down 13 with volume.
GEVO down 11, new low.
SKYS down 8.
LEXG down 6 with heavy volume.
TVIA down 6.
AXPW, CCTC, LEOM, SENY down 5.
PEIX down 5 with volume.
HYGS, LEDS, MEEC, PSPW, ENPH, MNGA down 4.
BIOA down 4 with volume.
OCLN down 4 with heavy volume.

TRUMP WILL ACCEPT CLIMATE CHANGE: BROKAW

Exxon exec: global warming a "global challenge". Appointed climate scientist to board.

Trump EPA transition team wants to cut EPA employees to 5K from 15K.

Mnuchin supports existing PTC phaseout plan for wind power.

Global suppliers cut their CO2 emissions by 434M tons last year.

EU power sector GHG emissions down 4.5% in '16 from switch to natgas from coal.

Global green bonds to surpass $200B this year: Moody's.

Long Island Power Authority OK'd Deepwater 90Mw offshore wind power project.

HVDC power line from Oklahoma to US southeast, hydropower part of Trump infrastructure priorities.

Apple to buy power from proposed 200Mw solar project in Nevada.

2Gw offshore wind project off Sweden denied due to recent Russian threat to Swede defense.

IKEA bought 88Mw wind farm.

IFC to fund 200Mw solar project in Jordan.

Upcoming 750Mw solar tender in India. Expecting record low bids.

Solar Energy Corp of India tendering 50Mw of solar.

Canadian Solar unit to sell 60Mw of solar power from 200Mw project to Sacramento utility. 3 other buyers for the rest.

Nissan, BMW, EVgo expanding DC fast EV charging across US.

Thailand biofuels plan $11.3B over 10 years.

Iraq expanding oil export terminal in south to 1.2Mb/d.

Oil to remain under $60/bl through '18: EIA.

Aramco pulled out of talks with Petronas.

Health problems in trout linked to fracking fluids: study.

Leopards, tigers facing extinction from snares: study.

Nuke expert taking reins at Sandia.

Mississippi River near pristine before Twin Cities: study.

Target phasing out toxic chems in its supply chain.

THURSDAY OPEN .... DOW UP 23, NAZ DOWN 3, S&P FLAT

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

LEXG up 11 with heavy volume, news.
LYTS up 8 with heavy volume after reporting.
ACFN up 7.
INVT up 7 with news.
KNDI up 5 with news.
NFEC up 5 with heavy volume.
SUNEQ up 5.
WPRT up 5 with volume.
XJNGF up 4.
BSRC, CABN, ENOC, TPIC up 3.

RGSE down 31 after reverse split, report.
XSNX down 20.
AMLM down 7.
CBAK, GEVO down 6.
PEIX down 5.
CDXS, EFOI, SENY, TVIA down 4.
ASTI down 3 with heavy volume.
FCSMF, GPHBF, ZNNMF down 3.

WEDNESDAY CLOSE .... MARKET UP 155--55--18 (ALL RECORDS)

WTI under $53, Brent under $56. US natgas $3.35.

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

BOPO up 193 on 275 shares.
CDTI up 23 with extreme volume, news.
LEXG up 20 with heavy volume.
BSRC, MGPHF up 10 with volume.
SYMX up 9 with volume.
WPRT, CCGI up 7 with volume.
ERII up 7.
CCTC, BNET up 6.
AXPW, CLNT, PSPW up 5.
CREE up 5 with extreme volume after reporting.
AMTX, LSCG, MNGA, RVLT, MYRG up 4.
SPWR, ENPH, OLED up 3.
AEIS up 1, new high.

XSNX down 16.
ASTI down 15 with extreme volume.
ESPH down 11.
AMLM down 10.
AWSL down 9.
PEIX down 8 with volume.
ASYS down 7 with very heavy volume.
FCSMF down 7 with volume.
RGSE down 7.
CABN, CREG, URRE down 6.
FCEL, TVIA down 6, new lows.
LMRMF, VSPC, LEDS down 5.
WATT down 5 with volume.
ACFN down 4 with volume.
CDXS down 3.

SEA LEVEL RISE WILL DISPROPORTIONATELY HIT US THIS CENTURY: NOAA

Exxon praising "monumental" Paris climate accord.

Trump oil policies bad for planet: French minister.

Trump admin may have walked back climate change references on EPA site.

House passed DOE "research, innovation" bill.

China to take leadership role on power storage in East Asia Pacific region: World Bank.

Massachusetts utility seeking rate recovery for power storage research, demonstration.

$9B cloud project could prevent all 21st century global warming: Dane think tank.

Scotland target 50% clean/renewable energy by '30.

UK 28M Pounds for energy innovation.

UK offshore wind power under 100 Pounds/Mwh 4 years ahead of schedule.

Dong Energy taking 35% stake in Taiwan's 1st offshore wind power project. 8Mw first step toward possible 120Mw.

Macquarie, Dong taking 75% stake in another 128Mw offshore wind power project.

Arkansas, Mississippi filed complaint over nuke power costs.

France moving to close its oldest nuke reactor.

Terrestrial Energy plans '19 molten salt nuke reactor license application with NRC.

Gasoline prices don't impact vehicle choices before $3/gal: study.

China ~45K new EVs sold in Dec, up 27% year over year.

DOD $55M for 10M gallons of advanced drop-in biofuels.

Uganda president wants E10 blend.

70% of Europeans want biofuels from crops: survey.

Thailand $11B 10-year plan to build sugarcane, cassava biofuel econ.

Canada oil drillers to increase production after 2-year lull.

More oil/gas leases to be auctioned in Ohio.

Balkans coal investment up.

WEDNESDAY OPEN .... MARKET UP 137--39--13 (ALL REORDS)

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

CDTI up 29 with extreme volume, news.
LEXG up 18.
CREE up 13 with heavy volume after reporting.
AMLM up 8.
AXPW up 6.
CBAK, CCGI, INVT, LTBR up 5.
ENPH, OPTT, SEDG, HYGS up 4.
MYRG, EFOI up 3.
POWI up 2, new high.

XSNX down 16.
RGSE down 7.
ASYS down 7 with very heavy volume.
MGPHF down 6 with volume.
TVIA down 6, new low.
ACFN down 6.
AMRS, CLNT, LMRMF down 5.
ZNNMF down 4 with volume.
AMTX, EVSI down 4.
KNDI down 3.
FCEL down 1, new low.

TUESDAY CLOSE .... MARKET UP 112--48--14

WTI ~$53, Brent over $55. US natgas $3.30.

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

AWSL up 46 on 3K shares.
ASYS up 41 with extreme volume, news.
XSNX up 20.
AMLM up 15.
LTBR up 12 with volume.
CCGI up 11 with volume.
CREG up 8 with volume.
LYSDY up 7 with heavy volume.
NTCXF up 7.
CDXS up 6, new high.
FCSMF up 6 with volume, news.
ZNNMF up 6 with volume.
LEOM up 5.
AMRC, HYGS, LYTS, MYRG up 4.
OLED, URRE up 4 with volume.
SWKS up 2, new high with volume, downgrade.

ASTI down 48 with extreme volume, news.
VSPC down 17.
BIOA down 16 with extreme volume.
RGSE down 14.
WATT down 13 with heavy volume, news.
LEXG down 13 with volume.
CABN down 10.
BSRC down 9 with volume, news.
CBAK down 7 with heavy volume.
SKYS down 6.
KNDI, LSCG, NFEC down 5.
MGPHF down 5 with heavy volume.
ENOC, SENY down 4.
FCEL, FSLR down 3.

TRUMP ORDERED EPA CONTRACT FREEZE, MEDIA BLACKOUT

Trump calling himself an environmentalist.

Climate change gobbling up coastal marshes: USGS.

Island leaders inviting Trump to see climate impacts up close.

Clean energy left out of White House energy plan.

Race on to protect climate change data.

California pledging to leading role in green bond market.

May wants UK to lead global clean energy market.

China to invest $100B in wind power by '20.

DOE $9.8M for pumped hydro storage development.

US House passed energy efficiency, nuke power, FERC bills.

Majority of Americans want US to focus on clean energy.

Masdar clean energy investment up to $2.7B.

Argentina signed 818Mw of clean/renewable energy contracts.

U Cal Irvine buying 20 el buses from BYD for $15M.

California utilities aim to spend $1B on EV charging.

"Cutting edge" waste-to-energy power plant planned in UAE.

Trump advancing Keystone, Dakota oil pipelines.

Singapore exchange to launch LNG index.

Oman target 1Mb/d output this year.

60Kb/d offline in Libya due to "tech malfunction".

Kuwait oil leak "emergency".

Oklahoma reported 623 earthquakes in '16. (From oil/gas production.)

Indonesia volcano created thriving New England mackerel industry: science.

51% of all job tasks could be automated by today's tech. Robots taking over oil rigs.

TUESDAY OPEN .... MARKET UP 32--14--4

Trump budget director: national debt needs quick action. Forecast over $550B deficit FY17.
Dollar at 6-week low.
China capital outflow slowing.
Parliament must have say in Brexit: UK Supreme Court.

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

LSCG up 14.
ASYS up 13 with heavy volume, news.
INVT up 11.
LYSDY up 9.
EFOI up 8.
OLED, PRHL up 6.
EVSI up 4.
AMRC, URRE up 3.
PLUG up 3 with volume, news.
SWKS up 1, new high with news.

ASTI down 42 with extreme volume, news.
XSNX down 20.
BIOA down 19 with very heavy volume, news.
CABN down 14.
RGSE down 14 with news.
WATT down 13 with heavy volume.
LEXG down 12 with volume, news.
QTMM down 10.
BSRC down 8 with news.
SENY down 8.
CBAK down 7 with very heavy volume.
ESPH down 7.
CLNT down 6.
AMLM down 5.
ZNNMF down 4.
FCEL down 3, back on bottom, with news.
AMRS, GEVO down 3.

MONDAY CLOSE .... MARKET DOWN 27--2--6

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

ASTI up 87 with extreme volume.
ACFN up 30 with heavy volume.
RNWEF up 24.
CABN up 19.
QTMM up 16.
ZAAP up 11.
GLBL up 10 with extreme volume, news.
QTWWQ, SENY up 8.
XSNX, LYSDY, NFEC up 7.
AMTX up 6 with volume.
EMKR, LSCG, OLED, NTCXF up 4.
AXPW, TPIC up 3.

LEXG, LMRMF down 22 with heavy volume.
AWSL down 16.
ESPH down 14.
BIOA down 11 with news.
AMLM down 9 with heavy volume.
HYGS, LEOM, VSPC, ENPH down 8.
CREG down 7.
CCTC, ENOC, ERII, FCSMF down 6.
GEVO down 6, new low.
TERP down with volume, news.
RUN, INVT, RBCN down 5.
EFOI, ELON, LEDS, WATT, WNDW down 4.
AMRS, ASYS, FCEL, FSLR, JASO, PLUG (new low) down 3.

MOST OF DOE HOME WEBPAGE ERASED

CDC canceled climate summit.

When will Fed EV tax cred expire under Trump?

US Navy: N Carolina offshore wind project no threat to radar.

Scotland increasing emissions reductions target to 66% (from '90) by '32. Already met '20 target of 42% reduction.

New US-China climate change collab center got $5M grant.

Gigawatt to build $14M solar in Burundi.

ReNew Power (India) got $390M from ADB for over 700Mw of new wind, solar power projects.

DOT selected 10 sites for self-drive vehicle testing.

California Air Resources Board (CARB) plans to cut GHG emissions 40% by '30 (to below '90 levels).

Germany cutting palm oil use for biodiesel by 1/3.

US oil rig count up over 80 since OPEC announced production cuts.

Major oil comps to increase their production ~400Kb/d this year: Rystad.

Shell/Halliburton $210M deal to drill new wells in S Iraq to boost Majroon to 400Kb/d from 220K now.

Iraq stopped exporting Kurd oil through Baghdad's marketing organization, allowing Kurds to refine their own oil. Should reduce exports to Turkey.

China GDP up 6.8% in 4Q: Beijing. Up 6.7% on year. Debt to GDP 277%, up from 254% at end of '15.

Venezuela inflation forecast to hit 1,600% this year.

Ozone spike forcing Wyoming oil production shutdown.

MONDAY OPEN .... MARKET DOWN 50--11--6

Trump: we'll cut regs 75%. Border tax, NAFTA, TPP review coming.

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

ASTI up 28 more with extreme volume.
ACFN up 26 more with volume.
NTCXF up 11 on 300 shares.
SENY up 10.
ZAAP up 8.
GLBL up 7 with very heavy volume, news.
NFEC up 6.
TVIA up 5.
OLED up 4.
GEVO up 3.
TSLA up 2.
SWKS up 1, new high with volume.

AMLM down 34 with extreme volume.
LMRMF down 20.
AXPW, ENPH down 6.
PLUG down 5, new low.
RBCN, ZNNMF down 5.
BIOA, INVT down 4.
FSLR, SPWR, RUN, FCEL, ECORF, CBAK, WNDW, PEMIF down 3.

CLIMATE CHANGE REFERENCES PURGED FROM WHITE HOUSE WEBSITE

Pruitt criticizing EPA rules.

US mayors to Trump: "don't get in our way" (over climate actions).

Water, climate dominated Davos risk report.

India committing to climate action, climate tech leadership in spite of Trump.

Sri Lanka in worst drought in decades.

China demand to grow global solar market to 79Gw this year: IHS. 77Gw last year.

Global power sector must double clean/renewable investment to meet Paris targets: IEA chief.

$50B of projects could make Sauds major clean power exporter.

Germany connected 818Mw new offshore wind power.

$350M green bond for Argentina wind power projects.

Masdar took 25% stake in Statoil floating wind power project off Scotland.

Con Ed bought Juhl Energy Services.

Engie to replace coal plant in Brisbane with solar farms.

Rooftop solar, Tesla power wall slashed family's power bill 86%.

New Tesla Model 3 option with 335-mile range.

Tesla self-driving system cleared in crash.

Utah plans larger EV charging station network.

EPA denied oil industry request to waive all biofuel blending for '16.

OPEC meeting this weekend over cuts compliance.

China put Shanghai oil futures contract launch on hold.

Gazprom Neft started production from 2 new wells in Arctic. Adding to 6 already in production.

US oil rig count up 29 last week, natgas count up 6.

Brazil to hold 1st subsalt oil auctions since '13.

China 5-year plan shows 200M ton increase in oil production by '20.

Morocco now has Africa's 1st hi-speed train.

FRIDAY CLOSE .... MARKET UP 94--15--7

WTI over $53, Brent over $55. US natgas $3.20.

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

ASTI up 30 with extreme volume.
ZAAP up 20 with heavy volume.
FCSMF up 18 with heavy volume, news.
XSNX up 16.
SWKS up 13, new high with very heavy volume after reporting.
AMLM up 12 with volume.
HYGS up 11 with volume.
LIME, BIOA, PEMIF, CBAK up 7.
AMRC, ECORF, SUNEQ, ENPH, SUNW up 4.
ASYS, VSPC, GPHBF, MNGA, OLED, RBCN, VSLR up 3.

LEXG down 22 with extreme volume.
LYSDY down 14.
URRE down 12 with heavy volume.
NFEC down 11 with heavy volume.
CABN, SENY down 11.
NTCXF down 10.
CLNT down 7.
AMTX, GEVO, INVT down 5.
EVSI, LSCG, LTBR down 4.
ERII, ESPH, PRHL down 3.

FRIDAY OPEN .... MARKET UP 82--21--9

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

ZAAP up 16.
SWKS up 12, new high with very heavy volume after reporting.
AXPW up 9.
ACFN up 8 with heavy volume.
MGPHF up 6.
HYGS up 5 with volume
BLDP, SUNW up 4.
AMRC, VSPC, NANX, RBCN, SKYS up 3.

NFEC down 14 with heavy volume.
URRE down 13 with heavy volume.
BSRC down 12.
ASTI down 10.
SENY down 7.
CBAK, QTMM down 6.
LEXG down 6 with volume.
SUNEQ, NTCXF, OCLN down 5.
CLNT, GEVO, INVT down 4.
AMTX, ESPH, LTBR, PALAF down 3.

THURSDAY CLOSE .... MARKET DOWN 72--15--8

WTI over $51, Brent over $54. US natgas $3.30.
US strike on ISIS in Libya.
Mnuchin backs Volcker rule, advocates strong dollar.
Markets will falter on uncertainty (Trump will fail): Soros (what a surprise).

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

LEXG up 70 with extreme volume, "news".
ASTI up 42 with extreme volume, news.
NFEC up 41 with news.
CABN up 40.
BFRE up 37.
URRE up 27 with heavy volume.
VSPC up 20.
ACFN up 12 with volume.
ESPH up 10.
CLNT up 8 with very heavy volume.
SENY up 6.
AXPW, ZAAP up 5.
AMRC, LSCG, QTMM up 4.
NVEC up 2, new high after reporting.

XSNX down 20.
LEOM, QTWWQ down 11.
OCLN down 11, new low with volume.
TVIA down 9 with heavy volume.
INVT down 7.
SUNEQ, MNGA down 6.
LTBR down 6, new low.
AMTX down 5 with very heavy volume.
ECORF, GEVO, SKYS down 5.
ENPH down 5 with heavy volume.
AMRS, ASYS, LYTS, BIOA, CDTI, FCSMF, RUN down 4. PLUG down 4, back on bottom.

OBAMA OK'D WYOMING WIND PROJECT EXPECTED TO BECOME LARGEST IN NORTH AMERICA

Perry skeptical of global warming climate change but backs tech to fight it. Regrets call to abolish DOE. Says global warming from humans "real". Will defend DOE climate research, innovation.

Trump's Commerce pick avoided pledge to protect science.

Haley (Trump UN pick) acknowledges global warming but has little love for Paris accords.

Over 530 comps, 100 investors signed Low Carbon USA letter sent to Trump.

Green bonds up 2x in '16, could surpass $200B this year.

Costa Rica set carbon neutral goal for '21.

GE $1.4B grid development deal in Iran.

30Mw new hydropower project in Nepal.

E220M solar JV formed in Ireland.

EDF to "significantly increase" investment in Scotland clean/renewable power.

Tesla opening store in UAE next month.

Chevy Bolt nationwide ordering by July, deliveries by Sept.

Most insurers plan to hold onto coal investments: California survey.

California ordered wells dumping oilfield wastewater to close.

China $3B for Iran oil refining capacity.

Russia opened new natgas pipeline, 2 new oil pipelines.

States looking to EPA to fight Lake Erie pollution.

3 common ag chems imperil endangered species: EPA.

Primates facing extinction crisis: study.

Tick populations spiking in US northeast winters threaten moose.

Texas suing EPA over haze rule.

THURSDAY OPEN .... MARKET DOWN 22--FLAT--3

US jobless claims near 43-year low.
US housing starts Dec surge, up over 11%.

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

CABN up 48.
ASTI up 38 with news.
NFEC up 28 with very heavy volume, news.
LEXG up 16 with heavy volume.
AXPW up 8.
AMTX up 7 with extreme volume.
QTWWQ up 7.
CLNT up 5.
AETI, MEEC, CDTI up 4.
BLDP up 3 with volume.
TSLA up 3 with upgrade.
NANX, PRHL, ULBI, URRE up 3.

XSNX down 20.
LEOM down 13.
CBAK down 6.
MNGA down 4.
ENPH, GPHBF down 3 with volume.
INVT down 3.

WEDNESDAY CLOSE .... DOW DOWN 22, NAZ UP 17, S&P UP 4

Yellen talked up $, says econ near goals to allow interest rate increases.

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

LEXG up 25 more with heavy volume.
ENPH up 14 more with heavy volume.
AMTX up 13 with heavy volume.
EVSI up 13.
SENY up 11.
BLSP up 9.
BLDP up 7.
QTWWQ up 6.
BNET up 5.
CBAK, FTEK, OESX, TPIC up 3.

PSPW down 31.
CABN down 28.
ZAAP down 18.
AXPW down 13.
ESPH down 10 with volume.
URRE down 9.
NANX down 8.
CCTC, PALAF down 7.
NFEC, OCLN down 6.
LTBR down 5.
CLNT, GPHBF, MNGA, SEDG down 4.
LYTS, MEEC, SPWR, LYSDY, MGPHF, SKYS down 3.

'16 3RD YEAR IN ROW OF HOTTEST GLOBAL TEMPS ON RECORD

Climate change "indisputable": Zinke.

Temps in US' Northeast rising fastest in US: Amherst study.

US energy R&D lags behind other countries: DOE.

China willing to take lead in climate change challenge.

China installed 34.2Gw new PV solar in '16: NEA.

China cancelled 103 coal power plants planned or under construction - 120Gw.

Obama admin $500M to climate fund.

NY Green Bank closed on 13 transactions in '16 to spur thousands of clean energy projects.

Poland, Italy working to halve EU '30 GHG emissions targets.

Solar employs more workers than coal, oil and gas combined: DOE.

Big oil, big auto touting hydrogen as next clean fuel choice. Daimler, Toyota, BMW to lead $10B investment.

BLM to lease 56M tons of Utah coal @ ~41 cents/ton.

Wyoming Republicans intro'd law to outlaw clean/renewable power. (Home of the dinosaurs.)

DOI plans 122K-acre offshore N Carolina wind power lease. NC lawmakers asking Trump to restrict it.

Wind turbine market to peak out at $81B in '19 before falling in '20: Global Data.

Biofuels industry ~9% of energy jobs in US: DOE.

China to boost ethanol import duties to 30% to absorb millions of tons of spoiled corn.

Argentina, Bolivia natgas exploration deal.

Exxon doubling its Permian holdings for $6.6B.

Noble Energy also boosting its Permian investment.

Indonesia's Pertamina to invest $54B in upstream assets by '25.

Nigeria oil pipeline set on fire.

International insurance comps found way around US sanctions on Iran oil cargoes.

Bridger-Teton oil/gas drilling ban.

WEDNESDAY OPEN .... DOW DOWN 18, NAZ UP 9, S&P FLAT

US industrial output up .8%.
Canada held interest rates steady.

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

SENY up 11.
LEXG up 11 with volume.
ENPH up 8 more.
ESPH, BLDP up 5.
TVIA, ZNNMF, ASYS, FTEK, LSCG up 4.

OCLN down 17.
PALAF down 9.
QTWWQ, URRE, ECORF down 7.
WNDW down 5.
CREG, ELON, HYSR down 4.
NFEC, AXPW down 3.

TUESDAY CLOSE .... MARKET DOWN 59--35--6

WTI over $52, Brent over $55. US natgas $3.39.
IMF cut Saud growth outlook over oil production cuts.
Trump: dollar too high. Pound up.

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

LEXG up 75 with very heavy volume, news.
ESPH, ZAAP up 20.
ACFN up 10.
BSRC, GPHBF up 8.
FTEK up 8 with heavy volume.
CABN, XSNX, FCSMF up 7.
ENPH up 7 with heavy volume.
ENZR, NYLD up 6.
HYSR up 5.

BOPO down 69.
ZNNMF down 12.
AWSL, CDTI down 10 with volume.
AMLM down 8.
EVSI, LIME, OCLN, SENY, URRE down 7.
MEEC down 6.
EFOI, FCEL, WATT down 5.
PEIX, XJNGF down 4.

CLIMATE CHANGE A PRIORITY AT WORLD ECON FORUM

Supreme Court to review challenge to clean water rule by 30 states.

BLM plan to cut methane emissions on public land takes effect today after Fed court ruling.

Sauds to invest $50B in solar, wind power by '23.

ReNew Power $390M funding boost.

Swede city's public transportation going fully electric. 4-bus order for Volvo.

Las Vegas now has US' 1st self-drive, all-el shuttle service.

China ordered shut down of over 100 coal projects.

TUESDAY OPEN .... MARKET DOWN 15--24--3

IMF slashed Brazil econ outlook.

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

LSCG up 28.
GEVO up 15 with volume, news.
ACFN up 13.
FCSMF up 10 with volume.
ZAAP up 10.
BSRC, NTCXF up 9.
ENPH up 7.
AWSL up 6 with volume.
HYSR up 5.
MNGA up 5 with volume.
ENZR, AETI up 4.
SEDG up 3.

BOPO, CBAK, LIME down 9.
OCLN, CABN down 8.
AMLM down 7.
SUNEQ, QTMM, WATT down 4.
CCGI, BLSP, URRE down 3.

GLOBAL SEA ICE AT LOWEST LEVEL EVER RECORDED SINCE SATELLITE MONITORING BEGAN IN '70'S

US added over 25Gw new power gen cap in '16: EIA. Solar 7.5Gw added, wind 7Gw, natgas 8.4Gw, nuke 1.27Gw (TVA).

Sauds set to launch 1st clean/renewable power tenders.

Pacific, African countries getting $44M more clean/ren power funding from Abu Dhabi.

African Dev Bank issued its 1st green bond.

$81B of labeled green bonds issued in '16: Climate Bonds Initiative.

India solar power tariffs lately as low as 4.4 cents/Kwh in competitive auctions, down from 19 cents.

IFC, IFC Global Infra Fund investing $125M in India's Hero Future Energies.

Green Investment Bank offshore wind fund passed 1B Pound target.

ACWA Power 61Mw solar deal in Jordan.

Dong Energy 450Mw wind turbine order for Vestas. 8Mw turbines.

MidAm Energy announced 2 more Iowa wind projects - 338Mw. Part of 2Gw project.

US Fed agencies awarded 340 contracts since '11 for clean/ren power, energy efficiency, smart systems, other "green" projects. Will save $8B over next 18 years. $4.2B cost.

Enel, DEWA teaming on smart grid research.

India launched online solar training course costing $8.79 per participant.

Ford's on-demand ride-sharing service expanding to 8 more cities.

King County (Seattle area) buying 120 el buses by '20. 8 this year. $55M. Charging stations to cost $5.5-6.6M. 73 buses from Proterra.

Proterra raised $140M in latest funding round.

Sauds, Kuwait, Algeria cutting more oil production than pledged.

Ukraine paying 20% more for Euro natgas than Russia's.

Kazakhstan's Kashagan field production ramping up to 180Kb/d.

China's Nominal GDP - GDP + inflation - running about 9% growth.

US GDP ~16.77T.

Top 8 wealthiest folks in world have as much as bottom 3.5B folks.

Worth repeat: Sweden recycling program works so well they've run out of trash.

GLOBAL CLEAN ENERGY INVESTMENT DOWN 18% IN '16 FROM '15 RECORD TO $287B

Total corporate solar power funding down 64% in '16 to $9.1B: Mercom.

Mattis affirmed support for clean/renewable power. Pompeo hedged on climate.

NY governor pledging $360M for clean/ren power.

1st of 67 Siemens 6Mw wind turbines installed at new offshore project.

UK 35M Pound low-carbon transportation competition.

SECI eyeing 2.3Gw solar tender.

Electric boat market to reach $20B by '27: study.

Israel building CSP plant in Negev.

Diesel cheat inquiries widened to Renault, Fiat.

EPA kept auto efficiency standards intact.

Tesla announced pricing for supercharging stations.

Corn-based ethanol accounts for 43% less GHG emissions than gasoline: DOA.

Pennsylvania coal power plant filed for bankruptcy.

OPEC: 50% compliance with production cuts "enough".

US oil rig count down 7 last week, natgas rig count up 1.

EIA: Brent to average $53 in '17.

Anadarko exiting Eagle Ford with $2.3B sale.

Exxon found more oil off Guyana.

Scientists mapping vast peat swamps in Congos storing billions of tons of carbon. Vulnerable to warming, development.

720 folks detained in China for polluting. Beijing mayor plans to slash pollution.

Key chemicals don't pose "significant risks" to bees: EPA.

40% of California now out of drought.

FRIDAY CLOSE .... DOW DOWN 5, NAZ UP 26, S&P UP 4

WTI over $52, Brent over $55. US natgas $3.42.
Team Trump shunning Davos.
Moody's $864M subprime ratings settlement from '08. (That will make those who lost homes, fortunes feel better, huh.)

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

BOPO up 423 with volume.
AWSL up 52.
ESPH up 23 with volume.
ENPH up 13 with volume.
AETI up 11.
MNGA up 10 with heavy volume.
TVIA, CABN up 9.
ECORF up 8.
SUNEQ, XSNX up 7.
CCGI, VSPC up 5.
SSNI up 5 with volume, news.
BIOA up 4.
ASYS, CBAK, TSLA, XJNGF, VSLR up 3.

URRE down 19 with very heavy volume, news.
NTCXF down 16 with volume.
FCSMF, INVT down 8.
HYSR, LEOM down 7.
LTBR down 6, new low with heavy volume.
NFEC down 6.
BLSP down 5 with volume.
ZNNMF down 5.
AMRS down 3 with news.
CLNE, ENZR, GEVO, LEDS, ARVCF, OCLN down 3.

FRIDAY OPEN .... MARKET UP 20--28--5

Bank earnings up.
US wholesale prices, retail sales up Dec.
US econ has no serious short-term obstacles: Yellen.
Davos opens.

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

AWSL up 55 on 2K shares.
ZAAP up 22 on 1K shares.
TVIA up 9.
CCGI up 8.
WATT up 5, new high with volume.
QTWWQ up 5.
SSNI, BIOA up 4.
ASYS, CSIQ, FSLR, ECORF, ENPH up 3.
AEIS up 1, new high.

URRE down 22 with very heavy volume, news.
OCLN down 8.
INVT, LTBR (with volume) down 5.
EVSI down 4 on 200 shares.
LEDS, NFEC, SENY down 4.
ARVCF, NRDXF, BLSP (with heavy volume) down 3.

THURSDAY CLOSE .... MARKET DOWN 63--16--4

Fiscal boost could lift growth forecasts: Evans.
Indonesia stopped all copper exports.

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

BFRE up 56 with volume.
PSPW up 45.
ESPH up 18 with volume.
OCLN up 18.
NTCXF up 16 with heavy volume.
AXPW up 15.
QTWWQ up 14.
CABN up 10.
SRWRF up 9.
HYSR, LEOM, PRHL, WATT, ZAAP up 6.
LEDS up 6 with volume after reporting.
NFEC up 6 with extreme volume.
PEMIF, RBCN up 4.
EMKR up 3 with volume.

BOPO down 58.
AWSL down 41.
VSPC down 20.
SUNEQ down 16.
CBAK down 12 with volume.
AMRS, SSOL, ARVCF, BLSP (with volume) down 7.
ASYS, ENPH, GPHBF down 5.
BSRC, KNDI, TVIA down 4.
CSIQ, LYTS, SPWR, VSLR, RUN down 3.

"RISK" OF CLIMATE CHANGE DOES EXIST: TILLERSON

Tillerson argued against US getting out ahead on climate change remedies. (What about "US first"?) But he did back Paris accords.

Judge demanding Exxon comply with climate probe.

US Chamber: other countries won't meet Paris targets.

Asset managers launched tool to track climate risk.

World Economic Forum warning of "enviro-related risks" in global risks report.

US businesses, investors calling on Trump, Congress, global leaders to address climate change, commit to low-carbon economy.

Alaska town asking for climate disaster designation.

White House took 1st step in considering geoengineering to stop global warming climate change.

14 climate movies at Sundance festival.

EPA accused Fiat Chrysler of secretly exceeding emissions standards.

VW to pay $4.3B in penalties for diesel emissions cheat. 3 criminal felonies.

Tesla to power Nevada giga batt factory with 70Mw solar.

Natcore (NTCXF) got initial OK for $300M, 200Mw solar power project in Vietnam. More OK's needed. 56Mw 1st phase.

Sun Run (SUN) partnering with National Grid to expand solar power in New York. $100M investment for 200Mw residential solar.

Vivent (VSLR) closed 2 finance agreements totaling $303M.

NuScale asking NRC to OK small nuke reactor.

Enel (Spain) bought Washington State power storage services comp.

Sauds oil production lowest in 2 years. Under 10Mb/d.

Nigeria oil workers strike.

New tech pulls filtered water out of air.

THURSDAY OPEN .... MARKET DOWN 137--56--16

2.7% global growth seen this year by World Bank.

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

NTCXF up 21 more on heavy volume.
LYSDY up 21 on 1K shares.
QTWWQ up 14.
URRE up 13 more with very heavy volume.
CABN, CLNT up 10.
ACFN up 9.
AXPW up 8.
SENY up 7.
CCGI up 6.
LEDS up 5 with volume after reporting.
ESPH, RBCN, MGPHF up 5.

BOPO down 58 with volume.
AWSL down 23.
CBAK down 11 with volume.
BSRC down 9.
XSNX down 7.
BLSP, ARVCF down 6.
FCEL down 5 after reporting.
RUN down 5.
ADES, AMRS, AMTX, CSIQ, SUNEQ, ENPH, TVIA down 4.
SPWR down 3.

WEDNESDAY CLOSE .... MARKET UP 98--11--6

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

VSPC up 60 with heavy volume.
SSOL up 56.
URRE up 41 with extreme volume.
ENPH up 27 with heavy volume.
NTCXF up 24.
FCSMF up 18.
LSCG up 16.
LEOM up 12.
CABN, PALAF up 11.
ECORF, OCLN up 9.
GPHBF up 8.
BLDP up 7 with volume.
CLNT up 7.
BSRC, LYSDY, RUN up 6.
ACFN, ZNNMF up 5.
CCGI, FSLR, GEVO, SPWR, WNDW up 4.
LTBR, VSLR up 3.

WWPW down 27.
SRWRF down 21.
SENY, PRXM down 8.
TERP down 7.
GPRE, QTWWQ, VECO (with news) down 6.
ESPH down 5.
AMLM, AXPW, GLBL, SUNEQ, INVT, RBCN,TVIA, PRHL down 4.
EMKR, CDTI down 3.

CHINA TO SELF-REPORT EMISSIONS UNDER PARIS AGREEMENT

UAE pledging $163B for new clean/renewable power.

Dubai targeting 44% "renewable" power, 38% natgas, 12% "clean fuels", 6% nuke power by '50. (Definitions of terms.)

Tesla finished Melbourne-Brisbane supercharger corridor.

EDF EN commissioned 708Mw US wind power cap since Dec.

China LPG demand to grow 10% more this year, up 24% in '16.

Maryland animal waste-to-energy grant program.

Vivent (VSLR) closed $300M debt, equity finance.

Solar installs for churches getting easier, cheaper: report.

NY governor committed state to 2.4Gw offshore wind power by '30.

LeEco began building $3B EV factory in China.

50 BYD Ebuses sold to Argentina + local factory.

Obama admin canceled 2 oil/gas leases in Montana on Blackfeet sacred land.

Another Native Nation ordering Enbridge to leave its land.

Bugs multiply slower the hotter it gets: study.

2 alien mosquito breeds found in Florida.

Court ruled for EPA over Michigan power plant upgrades.

Researchers recording animal farts (methane) in new database.

Pentagon wants to develop high-tech green ammo. (Enough lead, yeah?)

US oil production to increase 110Kb/d to 9M this year: EIA.

India's '16 oil demand up 11% to record highs.

Iran to start natgas exports to Iraq as soon as Baghdad starts paying.

BLM finalized overhaul of oil shale regs.