TUESDAY CLOSE .... MARKET DOWN 25--36--6

Trump wants to cut State Dept budget 37%.
Fed March rate hike to get "serious consideration": Williams. Wage growth key.

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

GRPH up 85 with volume.
BLSP up 15.
AXPW up 12.
LSCG up 7.
NFEC up 5 with news.
LMRMF up 5.
BWEN, GPRE up 4 with volume.
CBAK up 4.
LEXG up 4 with volume, news.

OGES down 42, new low with very heavy volume.
QTWWQ down 18.
HZNM down 15.
AWSL down 14, new low with volume.
FCSMF down 12.
AMLM down 11.
CABN down 10.
EFOI down 10 with volume.
ACFN, BSRC down 9.
ENZR down 7 with heavy volume.
SENY down 7.
AMRC, CDXS down 6.
CCTC down 6 with volume.
AMTX, FTEK, GPHBF, RGSE down 5.
ENPH down 5 after reporting.
AMRS, AMSC, ENOC, MYRG, URRE, OPTT down 4.
EMKR, ZNNMF, VSLR down 4 with volume.
FSLR down 4 with downgrade.

TRUMP PUSHING FOR 24% CUT IN EPA BUDGET, 10% CUT TO DOI.

Trump plans to start EPA regs rollback with '15 rule for clean water in major bodies of water including streams, wetlands that drain into them. (A gift to the coal industry, among others.)

Trump to order shift in biofuels RFS: trade group chief.

Governors don't expect infrastructure investment promised by Trump.

Developing Asia needs $26T to properly develop infrastructure through '30.

Many plants in Greenland budding almost a month early.

Scientists predict deep sea die-off as waters warm.

N Atlantic facing anomalous rapid cooling from current shift.

Major banks must better evaluate climate change mitigation policies for shipping investment/debt: Carbon War Room, others.

Target installing solar on 5 Colorado stores with Sunpower (SPWR) panels.

Jinko Solar reported profit for '16. Revs up 38%. Hiked '17 shipments outlook to 8.5-9Gw.

AES, AIMCO buying sPower (FTP Power).

KfW E180M loan for Morocco wind project.

Pumped hydro power storage could help secure 100% clean/renewable power for Australia: expert.

Gazprom to hike natgas prices for Europe.

ABB, EVgo to install 1st non-Tesla fast EV charger in US in California.

Nevada OK'd Embark to test self-drive truck on state roads.

PSA Group $16M for carsharing service in US. Current ops in France.

Renault-Nissan, Transdev partnering on self-drive vehicle R&D.

Nissan showing self-drive LEAFs in London before testing.

Honda EV to have just 80-mile range.

Tesla (TSLA) to hire 54% more gigafactory workers than 1st estimated.

TUESDAY OPEN .... MARKET DOWN 18--20--4

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

NFEC up 13 with very heavy volume, news.
BSRC up 5 with news.
LEXG up 4 with news.
GPRE, CDTI up 3.

OGES down 53, new low with heavy volume.
QTWWQ down 18.
AMLM down 11.
ENZR down 10 with heavy volume.
MGPHF down 8 with volume.
BLSP down 7.
CCTC down 6.
ENPH, RGSE down 5.
ACFN, OCLN down 4.
ASTI, CDXS, ELON, GEVO, INVT, XSNX, QTMM down 3.
FSLR down 1 with downgrade.

MONDAY CLOSE .... MARKET UP 15--16--2

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

SSOL up 35.
LEOM up 25.
AMLM, PNPL up 13.
CSUNY up 11.
XSNX up 10.
CCGI up 9.
AMRC up 8.
URRE up 8 after reporting.
CDXS, WWPW, SENY up 7.
OLED up 7, new high with heavy volume.
OESX up 6.
SWIR up 6, new high with volume.
ACFN, CABN, FCEL, VSPC, GPHBF, CDTI up 5.
BIOA up 4.
ASTI up 3 with extreme volume, news.
ELON up 3 with news.
WNDW, REGI, INVT up 3.

PSPW down 41 with volume.
AWSL down 36 with heavy volume.
QTWWQ, HZNM down 18.
LMRMF down 17 on 300 shares.
BLSP down 13.
LSCG, OGES down 11.
CCTC down 10 with very heavy volume.
CLNT down 10.
BSRC, MEEC down 9.
EFOI, HQCL down 6 with volume.
HYGS down 6.
NRDXF down 6, new low.
GEVO, SUNEQ, RVLT down 5.
TPIC, FCSMF down 4.
TSLA down 4 with volume, downgrade.
ASYS, CBAK, EVSI, KNDI down 3.

TRUMP WANTS TO CUT BUDGETS OF EPA, DOE, DOI

"Aggressive" EPA regs rollback this week: Pruitt.

OK if Trump stays with Paris climate accords: conservatives.

Chevron now alert to climate change lawsuits.

Economists want lower clean energy subsidies for UK.

Amazon deforestation roaring back.

Climate change blamed for Chile landslides.

Sunpower (SPWR) started building 56Mw solar project in Oregon.

Ascent Solar (ASTI) deal with Hong Kong consumer goods supplier.

Pattern Development (PEGI) finished 184Mw wind project in Brit Columbia.

Plug (PLUG) sees 50% revenue growth this year.

216Kw solar installed in Zimbabwe. So far the largest there.

China comp to build 30Mw biomass power plant in W Africa.

K-electric PPA for 50Mw new solar.

Estonia to finance 1Gw offshore wind farm.

China el bus market "exploding". (BYD should benefit.)

N Korea lashing out at China over coal export ban. 30-40% of N Korea earnings.

Aramco worth less than Sauds think: analysts. IPO date slipping.

Most US shale oil breakeven below $55/bl.

US oil rig count up 5 last week, natgas down 2.

US crude exports up to record 1.2Mb/d lately.

Iran buying more high-cost military equipment from Russia lately.

Russia to buy Kurd oil, step up S Iraq oil drilling. Also planning Libya crude buys. And cutting their own oil production.

Bombs blasted Kirkuk oil pipe.

Total, Shell selling Gabon assets.

US states backing off seizing Fed lands.

Minnesota biz together on fighting copper mines.

Afghan Taliban leader urging folks to plant trees.

S Africa rhino kills down 10%: govt.

$100/Kwh of power storage can change the world: Aziz.

MONDAY OPEN .... MARKET DOWN 3--3--1

US durable goods orders up 1.8% in Jan.

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

SSOL up 35 on 450 shares.
WWPW up 7.
ENPH up 6.
CREG up 5.
ACFN, BWEN up 4.
AMRC, CCTC, FCEL, BIOA, OCLN, SWIR up 3.
ASTI up 3 with heavy volume, news.
OLED up 3, new high with heavy volume.

LSCG down 20.
GEVO down 6.
NTCXF down 5.
TSLA down 5 with heavy volume, downgrade.
PLUG down 4 with volume.
PSPW, SUNEQ, FCSMF down 4.
NFEC down 3.

FRIDAY CLOSE .... MARKET UP 11--9--3

WTI ~$54, Brent ~$56. US natgas $2.79.

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

AWSL up 57 with volume.
AAOI up 22, new high with extreme volume after reporting.
OLED up 20, new high with extreme volume after reporting.
QTMM, QTWWQ up 20.
SSOL up 17.
BLSP up 13 with volume.
ENPH up 10.
ENZR up 8 with volume.
EVSI up 7 with volume.
MEEC up 7.
CDXS up 6.
LSCG up 5.
BSRC, SUNEQ, OCLN, VSLR up 4.
ASTI up 3 with volume.
ASYS, LMRMF, ZNNMF up 3.

NRDXF down 26, new low on 2.5K shares.
NTCXF down 15 with volume.
PNPL down 14.
CABN down 13.
XSNX down 12 with volume.
CCTC, TVIA down 9.
GEVO down 8.
CBAK down 7.
LEXG down 7 with volume.
AXPW down 6.
HYSR down 6 with volume.
CCGI, VSPC, SENY, PRHL, OGES down 5.
PLUG down 5 with heavy volume, news.
HYGS, GPHBF, URRE, AETI down 4.
WATT down 4 with volume.
INVT, LIXXF, MNGA, REGI, RGSE down 3.

EXXON CEO ENDORSES CARBON TAX

Member of Trump's extended family reported working in DOE to carry out Obama climate policy.

N Carolina moving away from states' court fight against Clean Power Plan.

Ivanka, Jared working to save USA commitment to Paris climate accords.

CPAC speakers called out enviro "scumbags".

California lawmakers moved to freeze Fed regs at pre-Trump.

Bill to regulate natgas fracking passed Georgia House.

Biomass power leads to GHG emissions rise: study.

Colorado River volume down 19% since '00 from regional drought: report.

FRIDAY OPEN .... MARKET DOWN 55--22--7

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

GRPH up 25 with volume.
AAOI up 24, new high with extreme volume. (Reported?)
OLED up 19, new high with very heavy volume after reporting.
SSOL up 17.
AWSL up 14.
BSRC, CSUNY up 6.
NANX up 5.
CREG, EVSI, ENPH up 4.
NANO up 3, new high.
QTMM up 3.

NRDXF down 26, new low on 2K shares.
BLSP down 23.
NTCXF down 14 with volume.
PNPL down 14.
AMLM down 9.
FCSMF down 8.
URRE down 7.
RBCN, GEVO down 6.
ADES, BIOA, LYSDY. MNGA, OGES down 5.
LEDS, INVT, OPTT down 4.
CABN, CBAK, CCTC, MEEC, SSNI, TPIC, TVIA down 3.
WPRT down 3, new low.

THURSDAY CLOSE .... DOW UP 34, NAZ DOWN 25, S&P UP 1.

WTI over $54, Brent over $56. US natgas $2.63.

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

GRPH up 80 with extreme volume.
PSPW up 25.
LSCG up 12 with news.
GEVO up 12 with volume off new low.
CABN up 11.
FSLR up 10 with very heavy volume.
LEXG up 7 with volume, news.
NTCXF up 7.
CCTC, URRE up 6.
SPRW up 6 with volume.
ENPH up 5.
CSIQ up 4.
ASTI up 3 with heavy volume.
CBAK, EVSI up 3.

AWSL down 30 with heavy volume.
XSNX down 20 with very heavy volume.
QTMM down 20 with heavy volume.
AETI down 12.
HZNM down 10.
NVDA down 9 with heavy volume, downgrade.
BLSP down 8, new low with volume.
SKYS down 7.
CREG down 6.
TSLA down 6 with heavy volume after reporting.
OLED down 5 with volume after reporting.
CSUNY down 5.
AMLM, ENOC, FCEL, LEDS, SUNEQ down 4.
ASYS, AXPW, BLDP, EMKR, GLBL, ERII down 3.

INDIA 40GW SOLAR POWER TARGET BY '20

Trump: ethanol industry remains key to national energy strategy.
(What vision, yeah?)

UK green M&A to remain flat this year: expert.

Climate change driving Colorado River basin shortfalls: study.

California utilities paying EV drivers "climate creds".

Maldives, Bali, Malaysia rebuilding coral reefs with help of tourists.

Climate change sapping maple syrup biz.

UK claim that burning biomass for power is "clean" is "flawed": analysis.

Automakers calling on EPA to ease fuel efficiency standards. (Yep, pards, everything is back on the table.)

DOI praising Trump overturning rule on protecting waterways from coal mining runoff. (Got to love the new regime, yeah? I already have a water filter on my faucet downstream.)

N Dakota legislature aims to bar new wind power development. (It just gets better and better, folks.)

Dakota Access protestors leaving pipeline site.

Peak LNG glut 2 years away: Moody's.

Royalties, taxes paid by Texas oil/gas drillers dropped sharply.

Non-OPEC oil production cut compliance up to 60%.

US shale oil production to get more expensive (from oilfield services).

China beating Tesla in giga batt factory race: analysis.

Iraq calling for new OPEC meeting over oil prices.

Kurds temporarily halting heavy crude exports via pipeline.

Exxon cut its proved oil reserves 3.3B bls.

France offering subsidies for el bicycles. (Tour de France.)

3 EU comps offering to finance, build 735Mw wind power in Russia.

Kentucky Senate moved to kill its enviro commission. (I'm sorry to live in a state that wants to do that. We LIVE in the environment!)

THURSDAY OPEN .... DOW UP 17, NAZ DOWN 28, S&P DOWN 2. WTI UP 2%

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

SSOL up 60 with volume.
AWSL up 9.
FSLR up 8 with heavy volume.
RGSE up 7.
CCTC up 5 with news.
NTCXF up 5.
JASO up 4 with report.
SPWR, FCSMF up 4.
AMRS, CSIQ, OESX, BNET, INVT up 3.
ASTI up 3 with news.
BWEN up 3 after reporting.
PLUG up 3 with volume, news.

XSNX down 25 with very heavy volume.
CABN down 22.
QTWWQ down 16.
HZNM, LYSDY down 9.
NVDA down 7 with volume, downgrade.
CSUNY down 5.
AETI, SUNEQ, QTMM, SKYS, ZAAP, ULBI down 4.
TSLA down 4 with heavy volume after reporting.
AXPW, LIXXF, LTBR, OLED down 3.
EFOI down 3 with volume after reporting.

WEDNESDAY CLOSE .... DOW UP 32, NAZ DOWN 5, S&P DOWN 2

WTI over $53, Brent over $55. US natgas $2.61.
Fed sees rate hike "soon".
Famine declared in parts of S Sudan.
ISIS-linked group took oil-rich Syria towns near Golan Heights.

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

AETI up 23 with heavy volume.
FCSMF up 17 with volume.
HZNM up 8.
LYSDY up 6.
HQCL up 4.
KNDI up 3.

BSRC, XSNX down 13.
GEVO down 13, new low with volume.
SSNI down 10 with extreme volume after reporting.
LSCG down 10.
CSUNY down 9 with volume.
ZNNMF down 9.
FSLR down 8 with heavy volume, downgrade after reporting.
CSIQ down 8 with heavy volume, downgrade.
AWSL down 8.
AXPW, ECORF, NTCXF, OCLN, ZAAP down 7.
HYSR down 7 with volume.
AMRS, EVSI, OGES down 6.
CCTC, BIOA, SEDG down 5.
EFOI down 5 with volume.
ENZR, ENPH down 4.
AMRC, CDXS, EMKR, JASO, RUN down 3.
BWEN down 3 with volume.
ERII down 3 with news.

FIRST SOLAR LARGEST EVER LOSS IN 4Q, YEAR

FSLR secured $240M for 60Mw Japan project.

Marubeni plans 1.18Gw solar development in UAE.

Mid East, N Africa has over 5.7Gw of solar in pipeline.

Jammu, Kashmir 450Mw solar target.

China expects 100% solar growth in 2Q: IHS. After weak 1Q.

India clean/renewable power capacity up 34% in '16, coal cap down 9%. (They are dying from the pollution.)

India coal imports down 22% in Jan.

Vestas regained top spot of global wind turbine sales.

Rio Energy got $274M loan for 223Mw wind power project.

Scatec Solar MOU for large-scale solar project in Bangladesh.

Zambia 2nd solar auction.

Climate change "a fact": Total's CEO.

Small ponds emit large amounts of GHGs.

Singapore carbon tax targets up to 40 large GHG emitters. Also new tax on all diesel use.

Colorado court considering teens' climate lawsuit.

Over 3M in US now work in clean energy: report. Includes natgas, nuke industries. (I don't include natgas in clean power category.)

Pruitt emails show his work for oil/gas industry while in public Oklahoma employ.

$63B of oil/gas mergers and acquisitions in last 6 weeks.

US oil exports hit record high of 1Mb/d.

Russia to buy 100Kb/d of oil from Iran.

Azeri president made his wife vice president.

Iran blaming Iraq for dust storm that sparked protests from water, power cutoffs.

Transport ~20% of global energy use: IEA. Set to grow.

"Gene catalogs" aim to help crops survive climate change.

WEDNESDAY OPEN .... DOW UP 11, NAZ DOWN 4, S&P DOWN 1

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

FCSMF up 13 with heavy volume.
QTWWQ up 10.
ACFN up 7.
LYSDY up 6.
HZNM up 5.
OGES, SYMX, NFEC up 4.
ASTI up 3 with volume.
LEDS up 3.

SSNI down 12 with heavy volume after reporting.
QTMM down 10 off new high with very heavy volume.
SUNEQ down 9.
BSRC down 8.
OCLN down 7.
BLSP down 6 with volume.
SENY, ECORF down 6.
FSLR down 6 with very heavy volume after reporting.
CSIQ down 6 with heavy volume, downgrade.
AMRS down 5.
BNET, RGSE, ENZR, SPWR down 4.
CSUNY down 4 with volume.
EFOI down 3 with volume.
GEVO down 2, new low.

TUESDAY CLOSE .... MARKET UP 119--27--14

S&P trading at Wall Street's year-end forecast.

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

QTMM up 38 with heavy volume.
CSUNY up 24 with volume.
HYSR up 13 with heavy volume.
ACFN up 11 with news.
AMLM, AWSL, AXPW up 10.
LEOM, LSCG up 9.
BWEN up 8 with volume.
CSIQ up 8 with heavy volume, news.
SPRW up 8 with heavy volume.
CCGI up 8.
JASO up 6 with volume.
LYTS up 6 with news.
AETI up 5 with news.
FSLR, ULBI up 5 with volume.
BYDDF, CLNE, NTCXF up 4.
PLUG, XSNX up 4 with heavy volume.
HQCL, NVDA up 3.

LYSDY down 20 with volume.
ZAAP down 14 with volume.
EFOI down 12 with heavy volume.
CABN down 12.
RGSE down 10.
URRE down 8.
MEEC down 7.
GEVO down 5, new low.
ENZR down 4.
ASTI down 3 with heavy volume.

ANTARCTIC SEA ICE LOWEST SINCE RECORDS BEGAN IN '79: USNSIOC (PRELIM)

Small ponds can accelerate global warming climate change: study.

Ship to drift with ice to study North Pole ice.

Melting in Canada (permafrost) could raise oceans.

Sauds to float 700Mw clean/renewable power tender.

FL Power & Light to buildout 600Mw of solar.

ReNew Power (India) $200M equity infusion. (The pollution is killing them.)

$1.8B India coal tax invested in clean/renewable power so far.

7K India rail stations going solar power.

New Zealand set to lead clean/ren power, smart energy markets: IEA.

320Mw new solar installs in Australia.

1st Iberdrola wind turbine installed on 350Mw project offshore Germany.

LG Chem to expand batt making in US, China.

Shell, Toyota partnering on California hydrogen fueling stations.

1st wind farm online in US southeast.

Siemens upping their offshore wind power products/services.

New hydronium-ion batt for grid storage in development at Oregon State U.

Pennsylvania agency links low-magnitude quakes to fracking.

New chairperson at TVA.

US oil shale production to increase up to 3.5Mb/d over next 5 years: Bank of America.

OPEC pushing for 100% compliance with production cuts.

Petronas $1B groundbreaking natgas block asset sale.

Medicine Hat Alberta setting up its own sovereign fund.

Biggest gasoline glut in 27 years.

Shell sees no oversupply in LNG market, new demand growth.

Sauds favoring NYSE for Aramco IPO.

Iran's S Pars field to start production by April.

Iran found 2B bls of new shale oil. (They say. Maybe it's fake news, Big Don.)

Iraq oil reserves now revised up to 153B bls. (Fake or not fake?)

Canada fossil fuel subsidies at $3.3B/yr: enviro groups.

And that's the reports, pards. Happy trails.

MARKET TAKE

Canadian Solar (CSIQ) passed over its 200-day lines this morning with volume.

Nividia (NVDA) got a bounce off its 50-day lines that it has bounced off of this whole run. AI, self-drive cars/trucks, etc. Great quarter report last month.

Sunpower (SPWR) up 33% off recent bottom. But earnings not promising for awhile.

Biofuel stocks have more bottoming to do. Especially the ones to provide aviation fuels. Engine power/safety is critical. Has to be lots of testing, experience.

EV competition coming on strong. GM, Ford, the rest of the big old comps challenging Tesla, BYD.

Sierra Wireless (SWIR) off it's Friday new high as expected. The future of IOT.

Tesla (TSLA) coming up on earnings report. Successful Space X launch good for overall confidence. But numbers. Earnings. None at Tesla. Yet. But. The future.

TUESDAY OPEN .... MARKET UP 111--25--13

Europe area econ orders, optimism surge.
Iran launched "advanced" rockets in military exercise.

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

AWSL up 20.
HYSR up 15 with heavy volume.
AMLM up 11.
SPWR up 9 with heavy volume, news.
LSCG up 9.
AETI up 8 with news.
CSUNY up 8 with volume.
CCGI up 8.
QTMM, BSRC up 7.
BWEN, CSIQ up 6 with volume.
HQCL, LEDS, NFEC, ULBI up 6.
BYDDF, JASO, CDTI, ENPH, NTCXF, OGES, XSNX, RBCN, XJNGF up 4.
CLNE, FCEL, BLSP, GPHBF, TSLA up 3.
AAOI up 3, new high.

ZAAP, WWPW down 13.
ACFN down 11 with news.
RGSE down 9.
AXPW down 7.
URRE down 6.
CREG, SENY down 5.
GEVO down 5, new low.
SKYS down 3.

TRUMP

Why does Trump want to concede the global clean power market to China, others?!

THIS JANUARY 3RD WARMEST JANUARY IN GLOBAL RECORDS

Drought lingers in Colorado River Basin.

Melting Canada glaciers ('05-'15) now a major contributor to sea level rise: UC Irvine.

18% of preterm births (globally in '10) linked to outdoor air pollution exposure: Stockholm Enviro Institute.

Coal magnate Murray calls climate change a "hoax".

Largest coal power plant west of Mississippi to close in '19.

China suspended all coal imports from N Korea as part of UN sanctions over nuke/missile programs.

EMP attack a minimal risk to grid transformers: study.

Europe to lead molten silicon power storage R&D.

Sonnen (Germany) plans US expansion for home power battery backup.

Gaelectric E90M for compressed air power storage project.

Eco Energy World adding 280Mw to Australia solar power pipeline.

Senvion 300Mw Australia wind power orders.

Overland Sun Farming advancing 320Mw Australia project.

Saud RfQ for 700Mw new wind, solar power.

Dubai buying 200 Teslas for taxis.

500Mw offshore wind project off Germany with Siemens, Enbridge.

US crude, gasoline stockpiles at 27-year high.

US gasoline consumption at 15-year low in Jan to 8.2Mb/d: EIA.

Libya oil production est. to reach 1.2Mb/d by August from 700K now. 1.7M projected by March of '18.

US govt says Venezuela VP a drug trafficker, froze his US assets. Colgate, Palmolive shutting down their soap production in Venezuela.

UAE wants to colonize Mars with Space X.

Iraq oil reserves estimated up to 153B bls from 143.

CNPC joined BP, Total in Abu Dhabi oil venture.

PRUITT CONFIRMED FOR EPA. (GUARD OUR CLEAN WATER AND AIR. I DOUBT HE'S GOING TO MAKE IT CLEANER.)

DOE removed its online phone directory.

Heat waves, health risks sweeping LatAm cities.

EC gave UK "final warning" over air pollution levels.

EU countries should close all their coal power plants by '30 to meet Paris climate goals: Climate Analytics.

Slowing currents could bolster oceans' capacity to hold carbon: science. (I guess that's good news unless slowing currents is bad news.)

New tech could unlock up to $1.6T of energy savings by '35: McKinsey Global Institute.

750Mw of solar power tendered in India for record low 4.4cents/Kwh tariff. 3 India comps to build. Tariffs to rise over 15 years for overall 4.9cent tariff.

Record solar installs in Australia in '16.

Brit startup Powervault to boost its production of lead-ion, lithium-ion batts for power storage. Targeting 50K units/year by '20. Aiming for 1K this year.

Duke Energy planning multibillion dollar upgrade effort.

Kia to intro EV in '18.

US oil rig count up 6 last week, natgas rigs up 4.

Trans Canada asking Nebraska OK for Keystone Pipeline.

Brit Columbia OK'd LNG projects on Native Nations land.

Belarus buying Iran oil 1st time ever over Russia oil.

Kuwait not complying with OPEC limits, says production 2.75Mb/d.

FRIDAY CLOSE .... MARKET UP 4--23--4

WTI over $53, Brent over $55. US natgas $2.83.

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

VSPC up 43.
ZNNMF up 19.
SPWR up 16 with heavy volume, news.
ACFN up 16.
LYSDY up 15, new high with volume.
HZNM up 14.
BSRC up 13.
LSCG up 10 with volume.
FCSMF up 10.
CABN up 9.
SWIR up 6, new high with heavy volume.
CSIQ up 5 with volume.
RGSE up 5 with heavy volume.
RBCN up 5.
ASYS up 4 with volume.
CREG, LEOM, NANX, XSNX up 4.
SWKS up 4, new high with heavy volume.
AAOI up 4, new high.
AMRC, MNGA, WNDW, SYMX up 3.

WWPW, CSUNY down 21.
CCGI down 8.
WATT down 7 with volume.
ASTI down 6 with heavy volume.
AMLM, GEVO down 5.
BLSP down 5, new low with heavy volume.
FCEL, GPHBF, NTCXF, OGES down 4.
EFOI, PRHL down 4 with volume.
CBAK, MEEC down 3.

SEA ICE AROUND SOUTH POLE AT RECORD LOWS

Disappearing seagrass protects against pathogens, climate change: studies.

Oceans oxygen levels down 2% in last 50 years: Science.

Greenpeace linking steel factories to Beijing pollution surge.

Toyota sold just 1 Prius in China in December.

First Solar supplying 14 projects in France - 106.5Mw total.

Sun Power supplying 64.4Mw for 7 projects in France.

FRIDAY OPEN .... DOW DOWN 64 -- NAZ UP 1 -- S&P DOWN 4

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

AWSL up 20 on 1K shares.
LYSDY up 15.
RGSE up 9 with very heavy volume.
SYMX up 6.
AXPW up 5.
SPWR, WWPW up 4.
SWKS up 3, new high.
CREG, GLBL, NTCXF, PEMIF, RBCN up 3.
SWIR up 1, new high.

HZNM down 11.
ASTI down 10 with heavy volume.
CSUNY down 10 with volume.
ENZR down 8 with volume.
ACFN, LEXG down 7.
WATT down 7 with volume.
OGES down 6.
PLUG down 4 with heavy volume.
LEOM, FCSMF down 4.
SKYS down 3.

THURSDAY OPEN .... DOW DOWN 2, NAZ FLAT, S&P DOWN 3

US moving toward 2% inflation: Fischer.

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

CSUNY up 33.
WWPW up 19 on 1K shares.
SENY up 13.
VSPC up 11.
INVT up 9.
PRHL up 5.
GEVO up 4 with volume off new low.
BNET, FCSMF, XSNX up 4.
FCEL, KNDI, OLED, SYMX, ULBI up 3.

HZNM down 20 with volume.
ZAAP down 20.
HYSR, NANX, RGSE down 7.
SPWR down 7 with volume after reporting.
PSPW down 6 with heavy volume.
EVSI down 5 with volume.
BSRC down 4.
CBAK, SUNEQ, SKYS down 3.
URRE down 3 with news.

WEDNESDAY CLOSE .... MARKET UP 107--36--11

WTI $53, Brent over $55, US natgas $2.93.

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

WWPW up 11 with extreme volume.
LSCG up 10.
BLSP up 10 with volume.
TVIA up 8.
LYSDY up 7 with volume.
AMRC up 7.
EVSI, ENPH up 6.
VSLR up 6 with volume.
SYMX up 6 with heavy volume.
CCGI, LEOM up 5.
EFOI up 5 with volume.
HQCL up 4.
OLED up 4 with heavy volume, upgrade, news.
SEDG up 4 with heavy volume after reporting.
KNDI, BNET up 3.

VSPC down 25.
CSUNY down 24.
SSOL down 21.
ASTI down 16 with extreme volume.
GEVO down 14, new low with very heavy volume.
QTMM down 11 with heavy volume.
ENZR down 9.
AWSL down 9 with volume.
SUNEQ, WNDW, SENY down 8.
AMRS down 7.
HZNM down 7 with volume.
RBCN, RGSE down 6.
FCSMF, PRHL down 5.
ACFN, CABN down 4.
XSNX down 4 with volume.
HYSR, URRE down 3.

US PV SOLAR INSTALLS HIT RECORD AGAIN. UP 95% IN '16 V. '15

Climate change has already harmed almost half of earth's mammals.

US GHG emissions down 2.2% in '15 v. '14: EPA.

China installed near 3x more wind power than US in '16. (US had head start?) 23.3Gw v. 8.2Gw: Global Wind Energy Council. About 54.6Gw wind power installed globally in '16. Total cap now ~487Gw.

Virginia museum to highlight climate change.

Siemens to shut down Denmark wind blade factory. (Huh?!)

China Sunergy to build US manufacturing base.

Sumitomo closed on 32Mw Fukushima solar plant.

Ascent Solar (ASTI) got $20M new investment from Asia.

Kansas City Power & Light installing 1K EV charging stations.

UK offshore wind "bumper year" in '16.

Daimler's Smart cars going to 100% electric in US, Canada.

India solar module production capacity now over 5Gw/yr.

Microvast delivered over 7.5K electric, hybrid buses in '16.

Costa Rica farmers experimenting with climate change resistant seeds.

New 2Mw solar farm dedicated in Richmond by Marin Clean Energy.

World Bank $55M for Indonesia geothermal power development.

US crude inventories at record high, up 10M bls.

China boosting Russia oil imports.

Trump removed transparency law for big oil. (Has Rex said one word yet?)

US selling 10M bls from SPR this month.

Sauds losing S Korea market to Iran.

Tepco issuing its 1st bond since Fukushima. $612M.

Natgas pipeline explosion in Texas.

Syria regained control of key natgas field from ISIS.

WEDNESDAY OPEN .... MARKET UP 33--5--FLAT

US retail sales, inflation, manufacturing activity all topped forecasts.

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

CSOL up 516 on 2K shares.
BLSP up 13.
CSUNY up 12 with volume.
LEXG up 7.
SEDG up 6 with heavy volume after reporting.
INVT up 6.
AMRC, CBAK, NTCXF up 5.
OLED up 5 with heavy volume.
ENPH, OPTT, VSLR up 4.
CCTC, BNET, CDTI, OCLN up 3.

SSOL down 34 on 125 shares.
ASTI down 16 with heavy volume.
GEVO down 10, new low with heavy volume.
HYSR down 9.
XSNX down 8.
ENZR, URRE down 5.
AMRS down 4 with volume.
SUNEQ, OGES down 4.
ACFN down 3.

TUESDAY CLOSE .... MARKET UP 92--18--9

UK inflation at 2-year high.
Iceland GDP up 10%.

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

ASTI up 24 with extreme volume, news.
NANX up 12.
ENZR up 9.
CBAK, QTMM up 7.
SEDG up 7 with volume. (Reported after close.)
EMKR, TVIA, FCSMF up 5.
CSIQ, PEIX up 4.

GEVO down 31 with extreme volume after new offering.
XSNX down 29.
CSUNY down 10.
SRWRF down 10 on 100 shares.
LSCG, BSRC down 9.
BLSP, BNET down 8.
SYMX down 7.
ECORF down 6.
ACFN, AMLM, AMRC down 5.

18 AUTOMAKERS ASKING FOR REVIEW OF FUEL EFFICIENCY STANDARDS

Low-carbon techs now cost competitive with fossil fuels: Lloyd's Register.

Governors' letter asking Trump to back wind, solar power.

Fed court rejected arguments to freeze work on Dakota Access pipeline.

New forecast sees slow growth in US energy demand.

New oil/gas discoveries at 60-year low.

Europe's big oil breaks even at $50-60 oil.

OPEC 310Kb/d above production cut goal.

Non-OPEC production cut compliance at 50%: Kuwait minister.

China set to resume work on nuclear plant construction.

Toshiba $6.3B writedown on its nuke biz (post Fukushima).

Jinko overtook Trina as top PV solar module shipper in '16. ~6.6Gw v. ~6.4Gw.

Ukraine not to import Russia power despite coal shortage. (May declare power emergency. Or is Russia cutting it off?)

First Solar got 63Mw project in Australia.

Australia agency $4M to advance power storage.

US OK'd Gamesa-Siemens wind power merger.

UPS $18M for onsite solar.

JASO 300Mw Enel Green deal in Brazil.

Dubai buying 200 Teslas.

BLDP-New Flyer contract for 20 el buses in California.

Sydney comp ordered 40 more BYD el buses.

Luxembourg adding ABB fast chargers for buses.

Shell stations in UK, Netherlands to add EV charging.

Los Angeles now using new el bus, 3 more on order.

Volvo to intro EVs in '19.

WiTricity-Nissan collab on wireless EV charging.

Apple going with Samsung oleds for iphone8.

Air pollution linked to risk of diabetes type 2 in children.

Pollutants found in Mariana Trench.

TUESDAY OPEN .... MARKET DOWN 15--6--3

Euro-area growth revised lower.
Yellen: more rate hikes if econ stays on track.

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

WWPW up 36.
ASTI up 31 with extreme volume with news.
AMLM up 15.
QTMM up 9 with heavy volume.
CBAK up 8.
FCSMF up 7 with volume.
CLNT up 5.
URRE up 5 with heavy volume on report.
HYSR, ULBI up 4.
LYSDY up 4, new high. (Up 3x last 12 months.)
MNGA up 3 with news.
SEDG up 3.
TSLA up 1, new high with volume.

GEVO down 31 with extreme volume with new offering, news.
AXPW down 12.
QTWWQ, XSNX down 8.
BLSP, RBCN down 7.
PLUG down 6.
ACFN, BSRC down 5.
OCLN down 4.

MONDAY CLOSE .... MARKET UP 142--29--12 TO NEW RECORDS

OPEC 310Kb/d over production cut goal. Iran production increasing.

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

QTMM up 32 with extreme volume.
SSOL up 19.
CABN up 15.
AMLM up 14.
WNDW up 13 with very heavy volume.
OGES, LSCG up 12.
HYSR, URRE up 11.
FCEL up 10 with volume.
AMRS, ENZR up 8 with volume.
ECORF up 7.
EMKR up 6.
CSIQ, JASO, ULBI up 5.
KNDI up 4.
TSLA up 4, new high with volume, news.
GLBL up 2, new high.

BOPO down 35 on 1K shares.
AWSL down 20.
GEVO down 11, new low with volume, news.
BLSP down 11, new low with volume.
ACFN down 10 with volume.
BSRC, NTCXF, XSNX down 10.
NANX down 8.
PLUG down 6 with very heavy volume.
NVDA down 4.

OCEAN ECOSYSTEMS PREPARING FOR CLIMATE CHANGE: STUDY

Hot temps in Arctic for 3rd time this winter.

Tidal flooding on rise in some US cities.

170Mw 2-comp solar project deal in Japan.

500Mw solar tender with 22 bidders.

115Mw solar project got finance close.

India doubled its' solar parks target to 40Gw.

Gamesa plans $2.6B wind, solar power investment in India.

Mytrah Energy announced $1.9B solar, wind power investment in India.

France got nod for 2.8Gw of new solar, 60Mw new hydropower.

Indonesia set for $104M geothermal power finance.

Vattenfall to switch its 3.5K vehicle fleet over to EVs.

Tesla launched in UAE with Models 3, X.

President Carter leased part of his farm to power 1/2 of Plains Georgia with solar power.

Minnesota governor trumped his PUC and OK'd Xcel natgas plant bill.

Calpine looks to FERC to protect "sanctity" (sanity?) of markets.

A South Africa bank - Investec - a major funder for US rooftop solar in '16. $830M - over 1/2 of bank debt raised last year.

US oil rig count up 8 last week.

OPEC 1st production cut report: 890Kb/d cut in Jan.

Iraq to reduce Basra exports to 3Mb/d in March.

40% production cut compliance reported for non-OPEC producers: IEA.

Aramco oil delivery deal with Chinese refiners.

Russia to raise Urals crude exports.

Yergin now expects US oil production to jump 500Kb/d this year.

Toshiba plans to write down $6.1B on Fukushima nuke reactors loss.

61% of Americans support current ozone standard: poll.

New Mexico nuke test led to decades of cancer: survey. (Pretty sure we knew that.)

CORRECTIONS TO OPEN (YAHOO HAD SOME NUMBERS FROM FRIDAY ADDED TO TODAY)

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

QTMM up 31 with extreme volume. (Still not sure on this one.)
OGES, LSCG up 12.
URRE, AMRS up 8.
SWIR up 7, new high with heavy volume.
HYSR up 7.
LYSDY, WNDW, FCEL up 6.
TSLA up 3, new high with news.
GLBL up 3, new high.
AMSC up 3.

ACFN down 20 with heavy volume.
BLSP, NANX down 9.
NTCXF, OCLN, QTWWQ down 7.
GEVO down 5, new low.
PLUG, XSNX down 5.
SKYS, ENPH down 4.
NVDA down 3.

MONDAY OPEN .... MARKET UP 104--27--9

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

SSOL up 19.
HYSR up 15.
URRE up 14.
BWEN up 13, new high with heavy volume.
OGES up 12.
AMRS up 9 with volume.
SENY up 8.
LTBR, TVIA, VECO, LEXG, ENZR, OESX up 7.
RUN, SWIR, CSIQ up 6.
JASO, CLNT up 5.
LYSDY, WATT, WNDW, ASYS, BLDP, EMKR up 4.
SEDG, AVAV, FSLR, KNDI up 3.
TSLA up 3, new high with news.

VSPC down 25.
ACFN down 21.
BSRC down 13 with volume.
AXPW down 13.
SKYS down 12.
BLSP, NANX, CSUNY down 9.
RGSE down 8.
QTWWQ, ASTI down 7.
FCSMF down 6.
OCLN, XSNX down 5.
NVDA down 4.
GEVO down 4, new low.
GPHBF, ZAAP, PEIX, FTEK down 3.

FRIDAY CLOSE .... MARKET UP 97--19--8 (ALL RECORD HIGHS)

WTI over $53, Brent over $56. US natgas $3.03.

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

BOPO up 100 on 2K shares.
CSUNY up 78.
PTOS up 66 with volume.
PLUG up 38 with very heavy volume, news.
SWIR up 31 with extreme volume after reporting.
QTMM up 27 with heavy volume.
PSPW up 23 with volume.
FCEL up 20 with volume.
ASTI up 12 with heavy volume.
NANX up 12.
BSRC up 11 with volume.
XSNX up 11.
AXPW up 8.
BWEN, HYSR, WNDW up 7 with volume.
LMRMF, MGPHF up 7.
ASYS up 6 after reporting.
CLNT, LTBR, NTCXF up 6.
FCSMF, GPHBF up 5.
AMRS, BLDP, CBAK, VECO, WATT, TVIA, RUN up 4.
CREG, CSIQ, HQCL, LIME, SEDG, OCLN, URRE up 3.

ACFN down 23 with volume.
CABN down 20.
SSOL down 18.
AMLM down 12.
QTWWQ down 11.
SKYS down 9 with volume.
SENY, RGSE down 8.
EVSI, SUNEQ down 6.
LEOM down 4.
PEIX, OGES down 3.
NVDA down 2 after reporting.

FRIDAY OPEN .... MARKET UP 55--9--4. ALL NEW RECORD HIGHS.

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

CSUNY up 79 on 1.2K shares.
PSPW up 57 on 750 shares.
SWIR up 25 with extreme volume after reporting.
NANX up 21 with volume.
XSNX up 11.
QTMM up 9 with heavy volume.
ASTI, OGES up 8.
CCGI, FCSMF up 7.
FCEL, HYSR, SUNEQ up 6.
WNDW up 5 with volume.
AMRS, CBAK, LTBR up 4.
NFEC up 4 with heavy volume.
ASYS up 3 after reporting.
BWEN, HQCL, LYSDY, RBCN, ULBI, VECO up 3.

PRHL down 15 with heavy volume.
QTWWQ down 10.
SKYS down 7 with heavy volume.
RGSE down 6.
SENY down 4.
AMTX, LEXG down 3.
NVDA down 2 with heavy volume after reporting.

THURSDAY CLOSE .... MARKET UP 118--32--13

WTI ~$53, Brent over $55. US natgas $3.11.

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

SKYS up 41 with extreme volume after reporting.
SNEQ up 18 with volume.
PNPL up 15 on 500 shares.
TVIA up 12.
LIME up 10.
CABN, PEIX up 9.
ADES up 7, new high with volume.
HYSR up 6.
BIOA up 5.
GPRE up 5 with volume after reporting.
ENOC, FTEK, RGSE up 4.
BSRC, BWEN, CBAK, NFEC, XSNX, MNGA, LTBR up 3.
GLBL up 3, new high.
TSLA up 2, new high.

BOPO down 50.
AWSL down 14.
AMLM down 12.
NTCXF down 10.
LEXG down 9.
AXPW, ENZR, OGES, FCSMF down 8.
CREE down 8 with volume, news.
OESX down 7.
CCGI, LEOM down 6.
ACFN, WATT down 5.
LEDS, URRE down 4.
ASTI down 3 with real heavy volume.
ASYS, LSCG, NANX, LYSDY down 3.
FCEL, PLUG down 3, new lows.

ARCTIC SEA ICE LEVELS AT RECORD LOW

Trump on carbon tax: "no way".

US wind power gen cap passed hydro last year: AWEA. Now 4th largest power source after coal, natgas, nuke.

US installed 8.2Gw new wind power in '16, 6.5Gw in 4Q.

Europe installed 12.5Gw new wind power in '16.

Low solar power costs could end coal demand by '20: analysis.

Power storage raises power consumption, emissions: study.

ADB financing Pakistan off-grid hydro, solar power projects.

China doubled its solar power gen cap in '16.

Faraday Future factory may not open until '19.

Tesla Model 3 to begin pilot production Feb 20. Tesla reporting on Feb 22.

Apple to add 200Mw solar power for Reno data center.

First Solar awarded 140Mw contract for Australia's largest project.

VW has new US-based EV subsidiary.

Construction started on Dakota Access pipeline.

Nigerian navy rescued oil tanker from pirates.

US to sell 10M bls from Strategic Reserve.

BHP Billiton $2.2B bet on Deepwater Gulf of Mex.

OPEC production cuts may need to be extended: oil ministers.

Sewage spill shut down Delaware oyster, clam harvests.

THURSDAY OPEN .... MARKET UP 66--23--8

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

SKYS up 64 with extreme volume after reporting.
BSRC up 15.
HYSR up 13.
PEIX up 5 with news.
BWEN up 4.
ULBI up 4 after reporting.
ASTI, CLNT, ENPH up 3.
GPRE up 3 after reporting.
TSLA up 2, new high with volume.
ADES, GLBL up 1, new highs.

LEXG down 9.
BLSP down 6.
PLUG down 5, new low.
CREE down 5 with news.
QTMM down 5.
AMRS down 4.
AMTX, BNET, NANX down 3.
FCEL down 3, new low.

WEDNESDAY CLOSE .... DOW DOWN 36, NAZ UP 8, S&P UP 1

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

QTWQ up 24.
SSOL up 16.
URRE up 14 with volume.
ASTI up 13 with extreme volume.
SUNEQ up 13.
ENZR up 12 with volume.
NANX up 11.
AMLM up 9.
CABN up 8, new high.
PRHL up 8.
BWEN up 7 with volume.
LEDS up 6 with volume.
ENPH up 6.
BYDDF, LYSDY up 5.
GPRE up 5 with volume after reporting.
CBAK, CCGI, SEDG up 4.
EVSI, TERP, RBCN, PEMIF, NYLD up 3.

RGSE down 23 with new issue.
BSRC down 22 with very heavy volume.
AWSL down 12.
FCEL down 7, new low.
AMTX down 7.
LEXG, LIME, SENY down 6.
GEVO down 5, new low.
BIOA down 5 with volume.
AMSC down 4 with volume.
ASYS, AXPW, CREG, LSCG, ERII, INVT, WPRT down 3.
EMKR down 2 with heavy volume off new high after reporting.
PLUG down 2, new low with news.

CLIMATE CHANGE MAKES SMOG WORSE IN CHINA

Alberta to fund climate awareness in schools.

India's grid-connected clean/renewable power now over 50Gw. Wind power 28.7Gw.

US wind power propelling GE's global growth.

California Air Resources Board to award up to $10M for electric school buses.

5 European EV charging networks partnering up.

First Solar completed 18Mw solar power farm in Thailand.

Trump admin OK'd Dakota Access oil pipeline.

India taking US to WTO over renewable energy subsidies including ethanol.

2nd biggest crude build in US history last week - 14.2M bls: API.

EIA cut '17 oil demand forecast 10Kb/d.

Iran, Oman to reroute planned natgas pipeline to avoid UAE.

1.5B bls found off Senegal by Australia comp.

Con Edison created Con Ed Clean Energy comp.

WEDNESDAY OPEN .... MARKET DOWN 52--7--4

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

CSUNY up 28.
LEXG up 12.
ASTI up 8.
ENZR up 7 with heavy volume.
XSNX up 7.
BYDDF, CBAK, CCGI, CLNT, RBCN up 4.
AETI, HYSR up 3.

AWSL down 37.
RGSE down 21 with new issue.
LIME down 8.
FCEL down 7, new low.
EMKR down 6 with heavy volume after reporting.
AMRS down 5.
AMLM, AMSC down 4.
PLUG down 3, new low.
AMTX, ULBI down 3.

TUESDAY CLOSE .... MARKET UP 37--10--FLAT

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

BSRC up 46 with extreme volume.
FCSMF up 26 with volume.
LSCG up 21.
RGSE up 16 with heavy volume.
AXPW up 8.
SENY up 7.
ADES up 6, new high with volume.
WNDW, WATT up 5.
CLNT up 4.
GPRE up 3 with news.
HYSR up 3 with very heavy volume.
NFEC, PEIX, BNET, LTBR, RBCN, ZNNMF, ZAAP up 3.
NVDA up 1, new high.

SSOL down 21.
XSNX down 14 with volume.
AMTX down 11 with volume.
CABN down 9.
ACFN down 8 with volume off new high.
TVIA down 8.
AMSC down 6 with volume.
CCTC, SKYS down 6.
CBAK down 5.
LEXG down 5 with heavy volume.
ASTI down 4 with volume.
LIME, LMRMF, BIOA, ERII, OPTT, URRE down 4.
EVSI, KNDI, TERP, QTMM down 3.
PLUG down 3, new low.