Friday, March 31, 2017

TRUMP PUSHING OFF PARIS CLIMATE ACCORD AGREEMENT DECISION TO MAY: SPICER


States don't have to make plans they had been under Clean Power Plan: Pruitt.

Clean Power Plan repeal not changing utilities' long-term plans.

Clean/renewable power industry doubled in last 10 years worldwide.

9-year-old suing India government over climate change.

China PV solar industry up 27% in '16 yoy to $49B.

TenneT 1B Euros green hybrid bond.

Enel Green Power got $30M loan for geothermal power project.

Macquerie 1st-ever finance for Tesla power storage system.

World Bank OK'd $100M for more India solar power.

India joined IEA as associate.

EIB, BPER 50M Euros for Italy energy efficiency projects.

PJM grid operator confirmed system can stay reliable with more natgas, wind, solar.

GE aims to fill in US foreign policy void with clean power action.

May be end of big clean power projects on BLM land: Nedd. Switch to oil/gas, mining.

El Salvador 1st country to ban metal mining.

"Warm bodies" causing global warming: PA gov candidate. (I get the inference. Nice humor.)

VW to pay 10 US states $157M for diesel emissions cheat.

43K Audi employees asking management to build more EVs.

Citroen electric delivery van arrival to market.

VW heavy truck division to begin testing electric semi trucks by yearend.

Kia, Hyundai collab on fully electric car chassis.

Sauds cutting crude prices to Asia again.

Thailand expanding oil exploration options.

Iraq says its improving its compliance with OPEC cuts.

Venezuela looking at investing in Sudan oil/gas. (As they implode together.)

FRIDAY OPEN .... MARKET DOWN 51--5--3


Venezuela top court seized power.

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

PRHL up 10.
LSCG up 5 on 500 shares.
INVT, QTMM up 5.
LIXXF up 4.
AETI, GEVO, TPIC up 3.
UCTT up 1, new high.

SWET down 16 with heavy volume.
OCLN down 9.
ECORF down 8 on 324 shares.
CCGI, XSNX down 7.
NANX down 7 on 100 shares.
XJNGF down 6.
PLUG down 5.
BNET down 5 with news.
CCTC, OGES down 4.
NFEC down 4 after reporting.
PSPW down 4 with volume.
LEXG, GPHBF, PEMIF, QTWWQ, SENY, SKYS down 3.

Thursday, March 30, 2017

THURSDAY CLOSE .... MARKET UP 69--16--7


S Korea ex-President Park arrested.
Space X 1st reused rocket mission.

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

SWET up 71 with heavy volume.
GRPH up 28.
PSPW up 21.
PSWW, GPHBF up 18.
AKDS up 17 with volume.
FCSMF up 15.
RNWEF, OGES up 13.
AXPW, NFEC, BNET up 11.
LMRMF up 11 with news.
ACFN up 10.
WWPW, QTMM, WPRT up 9.
EVSI up 8 with news.
CSGH up 7 with volume.
ERII up 7.
ENZR up 6.
FCEL up 5 with volume.
LEOM, VSLR up 5.
WLDN up 4 with news.
NTCXF up 4.
OLED up 2, new high with news.
UCTT up 2, new high.

LSCG down 11 with volume.
GEVO down 10 with volume after reporting.
CCGI, SUNEQ down 7 with volume.
CCTC down 6.
ASTI down 5 with heavy volume.
LEXG, PEIX down 5.
HYSR, MEEC down 4.
AAOI down 4 with volume.

US "BRAZENLY SHIRKING" CLIMATE RESPONSIBILITIES: CHINA


China to launch green certificates.

Global clean/renewable power capacity up record 8.7% - 161Gw - in '16: IRENA. Cumulative total 2,006Gw. (That's 2K huge coal power plants.) 71Gw of new solar, 51Gw new wind, 30Gw new hydro, 9Gw new bio.

Climate change threatening mental health: psychologists. (Psychiatrists, tho, can prescribe drugs.) (I wonder how much Trump is threatening mental health.)

London, Paris to intro emissions scoring system for cars. India regulating higher polluting vehicles.

Heartland Institute spreading climate change skepticism to schools.

Xcel Energy plans to invest in 11 new wind farms in 7 states. About 3.4Gw new wind power for its grid by '21. Will take wind to 35% of power mix.

EU OK for 600Mw new wind power in Danish waters for Germany.

Old, dirty US grid would cost $5T to replace: study.

Canadian Solar (CSIQ) established 2nd cred line.

First Solar (FSLR) sold its stake in 250Mw solar plant in Nevada.

NSP got loan for 125Mw of solar projects for this year.

CBA OK'd bond proceeds for 12 clean/renewable power projects.

NREL published residential PV solar/power storage cost breakdown.

SEIA launched US consumer solar education campaign.

Sunrun (RUN) expanding into Wisconsin.

Renault Zoe still led Europe EV Feb sales.

55% more EVs on China streets in Feb yoy - over 16K more.

Copper oxide on top of silicon could boost solar cell power conversion up to 40% from 25% now.

EPA about-face on banning chem once called risk.

Oil lobbyist to be EPA Congress liason.

Perdue passed Senate committee with near unanimous vote for DOA.

Trump DOL pick also voted out to Senate by committee.

W Va Senate OK'd bill that could increase stream pollution.

Trump development in Indonesia threatens tropical forest: report.

PA sued 2 towns that banned oil/gas disposal wells.

300Kb/d "fracklog" in USA.

THURSDAY OPEN .... MARKET UP 58--8--3


US 4Q GDP revised up to 2.1%.

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

SWET up 71 with heavy volume.
LOTE up 11.
FCSMF up 10.
PRHL up 9 with news.
ERII up 8 with news.
FCEL up 7.
QTMM up 6.
AKDS up 5 with volume.
GRPH, WLDN up 5.
OLED up 5, new high.
EMAN, SKYS, SUNW up 4.

GEVO down 13 after reporting.
LEXG down 11 with volume.
SUNEQ down 7.
CLNT, BIOA down 4.
ACFN, AMRS, AAOI, HZNM down 3.

Wednesday, March 29, 2017

WEDNESDAY CLOSE .... DOW DOWN 42, NAZ UP 22, S&P UP 2


OPEC production cut near 100% on Libya, Nigeria outages.
Bezos now world's 2nd richest person.

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

SRWRF up 48 on 100 shares.
HZNM up 14.
EMAN up 12.
OCLN, OGES up 10.
LOTE up 10 with volume.
AKDS up 9 with volume.
AMRS, SSOL, XSNX up 8.
SUNW up 8 after reporting (loss).
AMSC, WNDW up 7. (No profit and no revenue. Gotta love it.)
CCTC up 6 with volume on Trump's Clean Power Plan EO.
CLNT up 6.
AMTX, CCGI, CDTI, PEIX up 5.
BWEN up 5, new high with volume.
TPIC up 5 with volume, news.
GEVO up 4 after reporting.
GPRE, ENPH, ERII, SKYS up 4.
BSRC, NANX, TVIA, WATT, REGI, RUN, OPTT up 3.

CSUNY down 26 on 938 shares.
QTWWQ down 15.
AMLM down 14.
SWET down 12 with volume.
GPHBF down 9.
EVSI down 8, new low.
ENZR down 8.
PRHL down 6.
LEXG down 5 with heavy volume.
NTCXF down 5.
ASTI down 4 with heavy volume.
CBAK, QTMM, ELON down 4.
FCEL, LYSDY down 3.

1/2 OF AMERICANS BELIEVE GLOBAL WARMING IS REAL, HUMAN-CAUSED: POLL


Clean energy employs more workers than fossil energy in nearly every US state.

AGs in 16 states and DC vow to protect EPA CO2 emissions regs from Trump EO on Clean Power Plan.

Global diplomats slamming Trump Clean Power Plan EO.

EU regrets Trump's EO on Clean Power Plan.

Trump's CPP EO reopens coal leasing, targets oil/gas rules.

US coal production to rise this year: EIA.

Only 3 EU countries on track to meet Paris climate accords.

China started building its 1st coal power emissions capture, storage plant. (CCS)

Westinghouse bankruptcy. Georgia nuke project unfinished.

Tencent (China) bought 5% stake in Tesla.

A650M Australia climate bond issued by Commonwealth Bank.

Iberdrola to supply 220Mw wind power in Mexico for AB InBev.

Atlantis got 150Mw tidal power order from Indonesia.

Financial close on $180M of solar projects in Jordan.

IEnova PPA for 110Mw solar project in Mexico.

IKEA intro new smart lighting system.

Navigant globally tracking 1,420 power storage projects on over 43K systems.

Dutch grocery webstore to buy 2K electric delivery vans in coming years. "Picnic".

Musk announced Neuralink. Interface of computers with brains.

Mobs protesting Mexico oil/gas drilling. Using machetes, fires.

Crude spill in Venezuela's main oil terminal waters.

Saud tax cut raised Aramco's value $1T pre-IPO.

Molten metals a low-tech approach to power storage.

Changing weather patterns trapping pollution over China cities: Georgia Tech professor.

China preparing to shut down ivory trade.

Trump DOJ backing Obama stance on polar bear habitat.

WEDNESDAY OPEN .... DOWN DOWN 42, NAZ UP 11, S&P FLAT


Brexit begun.

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

CCTC up 24 with volume (on latest Trump exec order).
HZNM up 20.
AXPW up 10.
BSRC up 9 with volume.
QTMM up 7.
AETI, CDTI up 6.
CLNT up 5.
SUNW up 5 after reporting.
TPIC up 5 with news.
ACFN, AKDS, GEVO, EMAN, SKYS up 4.
LSCG, LIXXF, LOTE, WATT up 3.

ASTI down 10.
AWSL down 6.
PRHL down 5.
PLUG down 4.
XJNGF down 3.

Tuesday, March 28, 2017

TUESDAY CLOSE .... MARKET UP 150--34--17


Former Ukraine PM facing Russia arrest warrant.

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

WWPW up 76 on 1K shares.
CSUNY up 39.
SWET up 33.
MEEC up 25 with heavy volume after reporting.
HZNM up 13.
GPHBF up 12 with volume.
QTWWQ up 11.
PRHL up 10 with volume.
BWEN up 9, new high with volume.
ACFN, TPIC up 8.
PLUG up 7.
JASO up 6 with heavy volume.
AETI up 5 after reporting.
BFRE up 5 with volume.
ECORF, ENZR, CREG up 5.
CCTC, CAFD up 4 with volume.
NANX up 4.

OGES down 19.
GEVO down 12 with volume.
AXPW down 11.
HYSR, EMAN down 10.
LYSDY down 8.
AWSL, LSCG down 7.
BSRC down 6.
CLNT, LIME, LMRMF, FCSMF, LOTE, ZNNMF, OCLN down 5.
ASYS, CCGI, BIOA, PEMIF down 4.

TRUMP ROLLING BACK CLEAN POWER PLAN


Climate change may be altering jet stream, causing extreme weather.

US solar jobs up 25% in '16.

Deadnettle blooming 2 months early in England.

Africa has "gigantic" wind, solar power resources: study.

Car makers misstating fuel use: study.

UAE could see $192B savings with switch to clean power.

To save coal industry, govt must regulate CO2: Bush advisor.

World's largest famine in 70 years looms in 3 African countries. Millions facing starvation. (While Trump wants to cut foreign aid.)

Anheuser-Busch committing to 100% clean/renewable power.

As state's energy mix gets cleaner, Minnesotans paying less.

Wind power now competing with natgas power without subsidies.

Australia rooftop solar installs up 45% this year v. '16.

Solar + power storage cheaper than Australia grid: LG Chem.

Australia wind farms could be "core provider" of grid stability: AEMO.

Australia power market rules outdated: Tesla.

Pueblo Colorado citizens turning to clean power from natgas.

Exxon asking White House to stay with Paris climate agreement.

LEDs lighting up Rome.

Brazil inviting Turkey comps to invest in Brazil oil/gas development.

Taiwan buying high sulfur crude from Kurds.

Oil comps bet big on UK offshore oil/gas bidding round.

Armed groups cutting off 252Kb/d of oil production from 2 Libyan fields.

Dakota Access pipeline ready to pump.

Google mapping cars help detect pipeline methane leaks.

Judge upheld Marcellus water authority fracking ban.

Maryland Senate OK'd fracking ban.

Sauds cut tax on Aramco profits for IPO.

EU high court upheld sanctions v. Rosneft.

TUESDAY OPEN .... DOW UP 13, NAZ DOWN &, S&P FLAT


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

CSUNY up 76.
GRPH up 48.
SWET up 33.
MEEC up 17 with volume after reporting.
ACFN up 12.
AXPW up 11.
AETI up 7 after reporting.
HZNM up 7 on 500 shares.
PRHL up 7 with volume.
OPTT up 6 with heavy volume.
ASTI, SKYS, TPIC up 5.
BWEN up 5, new high.
CBAK up 4 on 1 share.
PLUG, QTMM up 4.
BSRC, CCTC, ZNNMF up 3.
TSLA up 2 with news.

AMLM down 12.
LSCG down 9.
GEVO down 7 with volume.
OCLN down 7.
HYSR, LOTE down 6.
LEXG, WPRT down 5.
LIME down 5 on 100 shares.
LMRMF, EMAN down 4.
CLNT, BIOA down 3.
ERII down 2, new low.

Monday, March 27, 2017

MONDAY CLOSE .... DOW DOWN 45, NAZ UP11, S&P DOWN 2


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

BFRE up 18.
GEVO up 13 with volume.
BIOA up 12.
ZNNMF up 9.
SEDG up 9 with volume.
CLNT, LSCG, MNGA up 8.
LTBR up 8 with volume.
AAOI up 8, new high.
XJNGF up 7.
CSGH up 6 with volume.
CDXS, TVIA up 5.
AKDS, CBAK, HYSR, EMAN, LOTE, QTMM, SUNW up 4.
ADES, CLNE, FCEL, JASO, LEDS, NFEC, PLUG, RGSE, INVT, RBCN, LYSDY up 3.

SWET down 25.
OGES down 24.
WWPW down 21.
ZAAP down 16.
FCSMF down 15.
XSNX down 14.
GPHBF down 13, new low.
ASTI down 9 with volume.
LEOM, HZNM down 9.
SSOL down 8.
BSRC down 7.
LMRMF, BNET, WPRT, SWIR down 6.
SENY down 5.
NANX down 4.
CCTC, EVSI, FTEK, SUNEQ, MGPHF, SKYS, RVLT down 3.

TRUMP TO ROLLBACK CLEAN POWER PLAN TOMORROW: PRUITT


Trump exec orders dismantling decades of environmental protection.

Climate change "real": Chevron CEO.

Near 20% of Americans think global warming exaggerated by media.

US media coverage of climate change down 66% in '16: Media Matters. 50 minutes total broadcasted in '16.

California keeping auto emissions targets.

Pakistan created climate council.

PV solar + power storage already cheaper than natgas power in Australia: former chief at brown coal power plant.

Suntech founder - Dr. Shi - returning with new lightweight, ultra-thin, flexible solar panel tech.

Maryland increased its clean/renewable power target to 25% by '20.

New dams in California or not?

Musk, Gates to assist Kushner initiative.

Green party candidate suing to get on Montana ballot.

Pacific sardine population down to record low.

Mercury spikes in Great Lakes.

30M gallon sewage spill in Puget Sound.

Financial close for 48Mw First Solar (FSLR) project in Australia.

Dominion plans 81Mw solar in S Carolina.

EIB backing Kenya geothermal project.

France tidal power tender plans.

32Mw new solar online in Ireland from Lightsource.

Tesla solar roof tiles sales to start in April.

EV startup got $50M tax cred grant from Illinois.

Toshiba to take Westinghouse into bankruptcy.

December N Dakota oil spill 3x larger than original estimate.

Oil comps face $1T in stranded assets: report.

US oil rig count up 21 last week. Natgas count down 2.

5 OPEC members talking extension of production cuts. Next meet in May.

New Shell Permian play makes money at $20 oil.

Eni success offshore Mexico.

Russia '17-'19 budget based on $40 oil.

Statoil oil/gas strike in N Sea.

Myanmar to China oilpipe project delayed.

MONDAY OPEN .... MARKET DOWN 148--32--15


Iran sanctions against US.

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

SUNW up 6.
LEXG up 5.
CBAK, GEVO up 4.
CREG, FCEL, EMAN, LTBR, MNGA, SEDG up 3.

PSPW down 31.
WWPW down 21.
ZAAP down 16.
ASTI down 9 with volume.
BNET, FCSMF down 8.
HYSR down 7.
SWIR down 7 with volume.
GPHBF, SENY down 6.
BSRC down 5 with volume.
OCLN, SKYS down 5.
PEMIF down 5 with news.
SUNEQ, WLDN, MGPHF down 4.
AMRC, AMRS, ITRI, RVLT down 3.

Saturday, March 25, 2017

FRIDAY CLOSE .... DOW DOWN 59, NAZ UP 11, S&P DOWN 2


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

PNPL up 36.
SWET up 33.
ZAAP up 22 with volume.
LMRMF up 20.
WPRT up 18 with volume.
AXPW up 13.
SENY up 10.
AMLM up 9.
HZNM up 8.
GEVO up 7 with volume.
ZNNMF up 7.
PLUG up 6.
AAOI up 6 with volume.
ASTI up 4 with heavy volume.
KNDI, NFEC, SSOL, CDTI, LYSDY up 4.
TSLA up 3 with news.
ACFN, HQCL, LSCG, CAFD, LTBR, MGPHF, OPTT up 3.

LOTE down 20.
RNWEF down 19.
LEXG down 13 with volume.
BFRE down 11.
OGES down 10.
PRHL down 9.
MNGA down 9 with volume.
QTMM down 8 with volume.
BSRC, CSUNY down 7.
INVT down 7, new low.
CABN down 6.
CLNT, QTWWQ down 5.
AKDS, EMAN down 4.
CSIQ down 4 with volume.
ADES, CBAK, PRLB, MXWL down 3.

Friday, March 24, 2017

WORLD IN "TRULY UNCHARTED TERRITORY" WITH RECORD '16 HEAT, '17 STRANGE WEATHER: WMO


Let alone Trump.

White House, State Dept OK'd Keystone XL oil pipeline.

Over 10 states, DC urging EPA not to weaken Fed or Cal car emissions rules.

World must suck CO2 from sky to meet Paris climate agreement: scientists.

China state agency blaming global warming climate change for rising seas.

US auto industry dropped lawsuit to reconsider EPA emissions standards?!

Chevron CEO acknowledges global warming but dismisses clean/renewable energy solutions?!

Fake news?

California OK'd strict methane leak detection rule. Also OK'd South Cal smog plan.

Sun near spotless over 2 weeks this month: NASA. May be nearing next lull in activity. (Where are we on sun cycles?)

France cleared Opel of diesel emissions cheat.

Brit MPs to conduct "super inquiry" into air pollution problems in London, cities, world.

S Australia new energy plan to end power blackouts.

Only 10% of cars to be EVs by '40: Facts Global Energy. (Well, at least it would be an improvement.)

DOI to repeal Obama fossil fuel royalty rule. (There's a lyric.)

Labor Dept move to delay Obama mining safety rule.

A group disputing USDA claims of improved bee colony health.

W Virginia investigating coal slurry leak.

Over 1.2K bison killed in Yellowstone this winter: the park.

US imports coal ash?!

Algeria to ramp up oil production 14% over next 4 years. $50B.

Arctic oil/gas extraction too expensive: Goldman analyst.

Drilled wells untapped in Permian.

SSE, Statoil each taking 37.5% stake in 4.8Gw offshore wind project to serve 3 Euro grids.

FRIDAY OPEN .... MARKET UP 43--33--7


US durable goods orders up more than forecast.

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

BSRC up 11.
HZNM up 9.
WPRT up 9 with volume.
LYSDY up 8.
AAOI up 7, new high with volume.
MEEC up 6.
PLUG, ZNNMF up 5.
HYSR up 4.
HQCL, LSCG, NFEC, MGPHF, OPTT, RUN, RGSE up 3.

RNWEF down 19.
PSPW down 15 with volume.
CLNT, OCLN down 14.
LOTE down 13.
AXPW down 11.
RBCN down 9.
LEOM down 8, new low.
FCSMF down 7.
AMLM, CABN down 6.
PEMIF down 5.
ASTI down 4 with volume.
SUNEQ, MNGA, PRHL down 4.
AKDS, INVT, MXWL, PRLB down 3.

Thursday, March 23, 2017

THURSDAY CLOSE .... MARKET DOWN 4--4--2


WTI over $47, Brent over $50. US natgas $3.05.

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

CSOL up 55 with volume.
RNWEF up 22.
XSNX up 16.
BLSP up 15 with very heavy volume.
BSRC up 11 with volume.
LEXG up 10.
AWSL up 8.
EVSI up 7.
LOTE up 7, new high.
AMLM, MMEC, WLDN up 6.
PLUG up 6 with heavy volume.
CCGI, LEOM, QTWWQ up 5.
SWIR up 5, new high with volume.
FTEK, HYGS, RVLT up 4.
BWEN up 3, new high.
GCTBF, BNET, VSLR, SUNW, VWDRY up 3.
JASO up 3 with volume.

PSPW down 15 with volume.
GRPH down 12.
AXPW down 11.
GPHBF down 11, new high.
PRHL down 10 with volume.
SENY down 10.
RBCN down 9 with volume.
ASTI down 8 with volume.
HQCL down 7, new low with volume after reporting.
HYSR, OCLN down 6 with heavy volume.
CLNT down 5.
LSCG down 4 on 300 shares.
XJNGF down 4.
AKDS, QTMM down 3.

ARCTIC WINTER SEA ICE LOWEST EVER RECORDED. MUCH OF ICE APPEARING THINNER THAN EVER.


New global hydropower capacity up 31.5Gw in '16: IHA. 6.4Gw pumped storage, up 2x v. '15. Global hydropower capacity now 1.25Tw with 150Gw pumped storage. China leads, then Brazil.

48% decline in coal power plant development globally in '16. 62% decline in coal power construction starts. 85% decline in new China coal plant permits.

EPA overestimated costs of new vehicle emissions standards: study.

Judge demanding missing "Wayne Tracker" emails from "Tex Drillerson" who didn't even want the dang Secretary of State job in the 1st place.

Biz leaders pushing G20 to commit to climate change action.

China real estate comps created index for greener supply chain.

Booming California solar power market colliding this year with overflowing hydropower reservoirs. Solar operators' curtailments could reach 8Gw this spring.

DHS seeing 1/3 more cyber attacks on US grids.

US biodiesel imports up 65% in '16 to 916M bls because of credits: EIA.

Terni Energia to build 1st of 1Gw solar in Tunisia.

World Bank to back 750Mw solar. (Didn't get where, sorry.)

EIB refinancing German offshore wind in E950M deal.

Eren closed on 33Mw Greek onshore wind project.

India's NTPC announced new 750Mw solar tender.

Tata Power doubling its solar panel production capacity to 400Mw.

ACWA adding 200Mw solar at Dubai project.

Decommissioning costs of offshore oil/gas rigs skyrocketing. Comps converting them to offshore wind platforms.

ICE to start offering US LNG futures.

Libya oil production back up to 700Kb/d with LNA taking more control.

Gazprom claims v. Naftogaz (Ukraine) could reach $80B.

New India lease rule could garner over $5B new oil/gas investment.

Petrobras cut '16 loss, net debt under $100B.

Trump OK of KXL oilpipe expected.

Shop owner busted for selling snow leopard coats.

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


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

SWET up 33 with volume.
CSOL up 30.
BLSP up 9 with volume.
NTCXF, LEXG up 5.
RVLT, AXPW, PLUG up 4.
VSLR, WPRT up 3.

PSPW down 43.
GRPH down 29 on 2K shares.
PRHL down 10 with volume.
BFRE down 8 with volume.
HQCL down 7, new low after reporting.
HYSR down 6.
RBCN down 5.
NANX down 5 on 100 shares.
AETI, ASTI, CLNT, ENZR down 4.
INVT, LTBR down 3.
CSIQ down another 2.

Wednesday, March 22, 2017

WEDNESDAY CLOSE .... DOW DOWN 6, NAZ UP 27, S&P UP 4


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

BOPO up 35.
CLNT up 16 with volume.
OGES up 12.
CSUNY up 10.
BFRE up 9.
AAOI up 9 with volume.
LEOM up 8.
PRHL up 8 with heavy volume.
ENZR, CABN up 7.
NANX up 6.
ACFN up 4.
JASO up 4 with volume.
RBCN up 4, new high with heavy volume.
SENY, RUN, NTCXF up 3.

SWET down 25 with very heavy volume.
LMRMF down 17.
OCLN down 12 with heavy volume.
TVIA down 11, new low.
SUNEQ down 9 with volume.
NRDXF down 8 on 100 shares.
GPHBF down 7.
BIOA down 7, new low with volume.
BNET down 6.
AMLM, CCGI, QTWWQ, FCSMF, LIXXF, VSLR down 5.
ERII down 5 with volume.
AETI, AXPW, BSRC, CDXS, LEXG, MEEC, CDTI, SYMX down 4.
EFOI down 4 with volume.
AKDS, EVSI, FCEL, WLDN, GRPH, URRE, RVLT down 3.
CSIQ, FSLR down 3, new lows with volume.
SPWR flat, new low.

2016 HOTTEST YEAR IN GLOBAL RECORDS: WMO


Americans ate 19% less beef in '14 than in '05. Lower demand has reduced GHG emissions: NRDC.

US Fed research centers studying climate change failed to properly share data/findings with each other, state, local or private counterparts: DOI IG.

Billions needed to expand clean water worldwide. (Happy Global Water Day.)

California towns seeing higher lead levels in water than seen in Flint.

Thousands of methane bubbles appearing in Arctic Siberia permafrost.

Most methane in Texas groundwater not from fracking: study.

New York rolled out EV incentives - $70M for rebates.

BMW looking to mass produce EVs.

US Navy base launched 48 Nissan electric van fleet.

Madison, Wisc brings US to 25 cities committed to 100% clean/renewable power.

Europe investors launched E140M finance facility for Egypt clean/ren power projects.

250Mw solar plant north of Las Vegas now online. 1st in US on a Native American Nation.

80% of US roofs suitable for solar: Google's Project Sunroof. Houston deemed best city.

Malaysia to auction 460Mw solar.

Abu Dhabi set to close on $872M funding for 1.2Gw solar project.

India steel giant - world's largest - seeking OK for 600Mw solar power plant.

India solar powgen capacity up 4x in last 3 years to 10Gw.

750Mw solar project in India to get World Bank loan at .25%.

Algeria to soon float 4Gw solar tender.

Latest US crude build reported 4.5M bls in, 2x than expected.

Czech zoo cut off Rhino horns to deter poachers.

WEDNESDAY OPEN .... MARKET DOWN 66--2--4


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

CSUNY up 79 on 1K shares.
CLNT up 13 with volume.
PRHL up 9.
NTCXF up 5.
ASTI up 4.
ACFN, EVSI, FTEK up 3.
RBCN up 3, new high with volume. (Up 2x off 12-month low.)

GRPH down 32.
AWSL down 16.
BSRC down 11.
TVIA down 8, new low.
AETI down 7.
AKDS, LEXG, LSCG, FCSMF, LIXXF, URRE down 6.
CCGI, SUNEQ, INVT, PEMIF, QTWWQ down 5.
AXPW, CSIQ, ERII, LEOM down 4.
AMRS, SENY, SYMX, CDTI down 3.
FSLR down 3, new low with upgrade.
SPWR down 3, new low.

Tuesday, March 21, 2017

TUESDAY CLOSE .... MARKET DOWN 237--107--29


UK inflation above forecast.
Argentina exiting out of recession.

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

GRPH up 46 with volume.
PSPW up 43.
OGES up 35 on 1.7K shares.
SWET up 33.
OCLN up 25 with heavy volume after report.
RBCN up 19, new high with very heavy volume.
AKDS up 14 with volume.
PEMIF up 8.
LOTE up 7, new high.
FCEL up 7 with news.
AETI, QTWWQ up 5.
BSRC, SUNEQ, LYSDY up 4.
LEXG up 4 with heavy volume, news.

PNPL down 26, new low on 800 shares.
SRWRF down 21 on 1K shares.
CSUNY down 16 with volume.
VSPC down 15.
SENY down 10.
CSIQ down 9 with heavy volume after reporting.
BLSP, FCSMF down 9.
XSNX down 7.
AEIS, BIOA, ERII down 6 with volume.
EFOI, ENPH, NTCXF down 6.
FTEK, SUNW down 6, new lows.
AMRC, CCGI, GPRE, WLDN, SYMX down 5.
SPWR down 5 with volume.
AVAV, POWI, AAOI, NANX, ZNNMF, WATT, OLED, TSLA down 4.
FSLR down 4 with heavy volume.

CLEAN POWER, POWER/ENERGY EFFICIENCY CAN ADD $10T/YR TO GLOBAL GDP BY '50: IEA/IRENA


Arctic ice cap on track to vanish.

Minnesota governor vetoed GOP solar power fees legislation.

Queensland launched A$750M green bond.

India $500M for clean/renewable powerline projects.

$90M of subsidies for 3Gw of rooftop solar power in India so far.

World Bank $480M of loan guarantees for Argentina clean/ren power projects.

Pakistan to hold solar power auctions, switching from FITs.

DOI issued coal mining leases for Fed lands.

New Delhi coal power plant restarting despite worst air pollution on the planet.

Dakota Access oil pipeline threatened with physical attacks. Supposed to start flowing this week.

Canada tar sands production on rise.

OPEC Feb output up 170Kb/d. Production compliance ~91%. Non-OPEC compliance ~64%.

US shale oil production should increase ~300Kb/d this year, 500K more next year.

$65B prelim deal between Sauds, China for new oil processing facilities.

China oil production down 8% yoy Jan-Feb.

Petro China made 1st ever buy from US SPR - 550K bls.

Sinopec looking to buy majority stake in Chevron's S Africa assets.

Iran 14B bl South Pars oil field now in production.

Early action needed to prevent $10T of stranded fossil fuel assets: IEA/IRENA.

Landfill landslide in Ethiopia killed over 100 folks.

Deep freeze killed $1B of blueberry, peach crops in US.

TUESDAY OPEN .... MARKET DOWN 12--5--1


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

CSUNY up 49 on 333 shares.
AKDS, FCSMF up 9.
RBCN up 9 with volume.
LYSDY up 8.
CABN up 7.
EVSI, FCEL up 7 with news.
QTMM up 6.
ECORF, LEXG up 5.
ASTI, LOTE, RGSE up 4.
PEIX, URRE up 3.
OCLN up 3 with volume after report.
NANO up 1, new high.
AAPL up .7, new high with news.

PNPL down 33, new low on 300 shares.
LSCG down 11.
GRPH down 9 with volume.
SENY down 9.
CSIQ down 8 with heavy volume after reporting.
BIOA down 6.
CCGI down 5.
EMAN down 4.
ZNNMF, CBAK down 3.

Monday, March 20, 2017

MONDAY CLOSE .... MARKET DOWN 8--FLAT--4


Russia, Iran working on energy pact.
Germany, Japan pushing trade pact. (Hopefully not with Italy.)

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

PNPL up 50 on 500 shares.
FCSMF up 34 with heavy volume.
OGES up 31.
AKDS up 23 with heavy volume, news.
GPHBF up 11.
LSCG up 10 with news.
SENY up 9.
BNET, RBCN, OCLN up 8.
ELON up 7, new high.
GEVO, LEDS up 6.
SUNW up 6 with volume.
AMLM, LIME, VSPC, INVT up 5.
JASO up 4 with volume.
CLNE, PEIX, BLSP up 4.
AMRS, CDXS, EFOI, NVDA, ZNNMF up 3.
AAPL up 1, new high.

LEXG down 26 with heavy volume.
WWPW down 26.
BFRE down 20 with heavy volume.
BSRC down 14 with volume.
XSNX down 13 with volume.
TVIA down 10.
OPTT down 9.
ASTI, HYSR down 8.
AXPW, CBAK, QTMM down 7.
KNDI, RGSE, NTCXF down 6.
SPWR down 6 with heavy volume.
CCTC, SUNEQ down 5.
FSLR down 4 with heavy volume.
SSOL, WNDW, EMAN down 4.
AVAV, CLNT, SYMX, LTBR down 3.

GLOBAL CO2 EMISSIONS GROWTH FLAT FOR 3RD YEAR IN ROW: IEA


World will blow through 2*C temp rise in less than 10 years even if all power goes clean, all cars go electric: report. Geoengineering on the drawing boards.

Global power-related CO2 emissions can be reduced 70% by '50, 100% by '60 with net positive econ outlook: IRENA.

Enforcement would end under Trump budget: former EPA chief.

Power storage another US industry to lose. Now leading world. (May join clean power industry under Trump.) (Of course, if the world is ending, none of this matters.)

India enviro minister dismissed report linking air pollution to 1M premature deaths/year.

Oceans may be storing 13% more heat than previously estimated: report.

Bleaching already started this year on Great Barrier Reef.

Duke Energy starting storm-responsive microgrid testing.

Green Wish (France) to invest $280M in Nigeria solar power.

Vattenfall to use BMW batt power storage.

Arkados (AKDS) LOI to buy SolBright assets.

Near 70% of PG&E el power in '16 came from GHG emissions-free sources.

SDG&E batt power storage project with Sumitomo.

Hyundai new EV model in S Korea for under $17K after govt incentives.

Tesla upped its capital raise to ~$1.38B with high investor demand.

England, Wales schools with rooftop solar facing 800% tax increase.

75Mw new solar farm now online in Alabama feeding TVA grid.

S Sudan rebs kidnapped workers of China-Malaysia oil comp. S Sudan oil money buying arms while their people starve: UN.

Thailand's PTT looks to spend $11B on oil, LNG projects.

Total seeks 50% stake in $4B S Pars development in Iran.

Somali pirates released oil tanker/crew without ransom. (!)

MONDAY OPEN .... MARKET UP 27--12--FLAT


UK to trigger Brexit March 29.

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

AMLM up 18.
FCSMF up 15 with volume.
CABN up 14.
VSPC up 11.
CCGI up 10.
BNET up 8 with news.
OCLN up 8.
BLSP up 7.
INVT up 5.
AMRS up 4.
RBCN, NFEC up 3.
FCEL up 3 with news.

AWSL down 35 on 1K shares.
BFRE down 25 with heavy volume.
BSRC down 16 with volume.
HYSR down 10.
SSOL down 8.
LEXG down 7 with news.
CBAK, RGSE down 7.
OPTT, QTMM, CCTC, KNDI down 6.
SYMX, TVIA, ACFN down 5.
EMAN, NANX, ASTI, CLNT, SPWR down 4.
ENPH, FSLR down 3.

Saturday, March 18, 2017

CLIMATE CHANGE RESEARCH A "WASTE OF MONEY": WHITE HOUSE


G20 finance chiefs dropped climate reference in their document.

States would lose Fed money in emergencies with EPA budget cuts.

Paris climate accords will cost US hundreds of thousands of manufacturing jobs: report. (Yea .... blah blah blah.)

Trump targeting to eliminate "Earth-centric" climate satellites in budget. (Well, yea, lets close our eyes.)

Trump budget to kill climate diplomacy.

Trump budget kills LIHEAP - low income energy bill assistance.

Trump budget eliminates 19 Fed agencies.

Trump think: EPA should limit itself to basic research. (Well, then, let China take over clean power market? Competitive edge. Don't stop now!)

Climate change a threat to public health: doctors group.

$9M paid for N Carolina offshore wind lease sale.

Tesla raised $1.2B to intro Model 3.

Global hydropower market set to reach $86B by '25: Global Data. $71B this year.

Dong Energy retiring world's 1st offshore wind farm after 25 years.
(Big news right there.)

Google Project Sunroof predicting solar power output in all 50 US states.

Vattenfall wind farms to use BMW power storage.

Nicaragua resort went with solar/power storage.

California $383M plan to protect Salton Sea.

Trump declared California storm disaster funds.

Capetown says 100 days of water left.

Japan govt found liable for Fukushima damages.

US judge ordered VW exec held in jail until Jan trial.

Siemens partnering with Swede EV developer Uniti. 50K cars/year starting next year.

Le Evo looking to sell its Silicon Valley site less than a year after buying.

Humans may have played very active role in desertification of Sahara: research.

Egypt may face critical freshwater, food shortages by '25: study. (May need a current-day Joseph.)

Oil drillers to spend $25B more this year.

Iraq oil exports down so far this month.

Jordan funded by China for $2B oil shale plant.

Unpaid wages among Nigeria oil operators.

US oil rig count up 14 last week. Natgas rigs up 6. 1 rig could go either way or other. (Tranny rigs. Who knew?)

FRIDAY CLOSE .... DOW DOWN 20, NAZ FLAT, S&P DOWN 3


WTI over $48, Brent over $51. US natgas $2.95.

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

BFRE up 17.
SYMX up 16 with heavy volume.
OPTT up 16.
XSNX up 15.
PSPW up 14.
RVLT up 13, new high with volume.
AWSL up 11 with volume.
MXWL up 9 with heavy volume.
PLUG up 7 with volume.
RGSE, OGES up 7.
AVAV up 6.
CCGI, LIME up 5.
EFOI, AAOI up 5 with volume.
ASTI, BWEN, KNDI, EMAN, TVIA, NANX, NRDXF up 4.
EVSI, MEEC, CDTI, REGI up 3.

GRPH down 28 on 6K shares.
LEXG down 20 with heavy volume.
BIOA down 18 with heavy volume.
AXPW down 13.
VSPC, SENY down 10.
PNPL, QTWWQ down 9.
ZNNMF down 8.
SUNW down 8, new low with volume.
OCLN down 7.
HQCL down 6, new low with volume.
BNET down 6.
ACFN, HYGS, SUNEQ, NTCXF, FCSMF, INVT down 5.
JASO down 5 with heavy volume.
BOPO, HYSR, SPWR down 4.
AMRS, CSIQ, SEDG, GPHBF down 3.
FSLR down 3 with heavy volume.

Friday, March 17, 2017

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


US manufacturing up in Feb, 6th month in row.

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

AMLM up 17.
AWSL up 11 with volume.
SENY up 7.
OPTT up 5.
VSLR up 5 with volume after reporting. (Revs up 2x yoy.)
ASTI, FCSMF up 4.
CBAK, HYSR, NANX up 3.

WWPW down 25 with volume.
BIOA down 23, new low with heavy volume.
BSRC, QTWWQ down 10.
RBCN down 5 with volume.
ZNNMF down 5.
SUNW down 4, new low with volume.
CCTC, GEVO down 4.
ACFN, CSIQ, LEXG, QTMM down 3.

Thursday, March 16, 2017

THURSDAY CLOSE .... MARKE UP 15, FLAT, 3


Trump "wiretap" claims debunked by Senate intel chiefs.

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

LEXG up 41 with heavy volume, news.
AWSL up 35 with volume.
BOPO up 26 with volume.
GEVO up 13 with heavy volume.
BSRC up 11.
LIME up 9.
PLUG, FCSMF up 8.
JASO up 7 with heavy volume after reporting.
NTCXF up 7 on 2K shares.
RBCN, AMRS, HYGS up 6.
LIXXF, PRHL up 5.
ASYS, LSCG, RGSE up 4.

PTOS down 94 on 4.2K shares.
PNPL down 26 on 250 shares.
AMLM down 17.
GRPH down 13 with volume.
CABN down 12.
SENY down 11.
KNDI down 8 with volume after reporting.
SUNEQ, GPHBF, QTMM down 6.
OGES down 6, new low.
ADES down 5 with volume.
CCGI, HZNM, NANX down 5.
QTWWQ down 4.

CO2 IN ATMOS UP ANOTHER 3PPM IN '16 TO 405: NOAA


68% of Americans now believe global warming climate change driven by human activity: Gallup. 62% believe climate change effects already occurring.

Stopping global warming only way to save coral reefs: study.

Large sections of Great Barrier Reef already dead: scientists.

Trump budget guts global warming climate change, clean energy research programs. Eliminates funds for Clean Power Plan, "reorients" EPA on air pollution. 31% EPA budget cut. (What the hell, Don?!)

Paris climate accords good for America: Canada Enviro Minister.

Trump to drop climate change concerns from environmental reviews.

12% budget cut to DOI.

Budget will end EPA funds for Chesapeake, Great Lakes enviro programs.

Budget cuts grants for public transit, roads.

Little outcry over Puget Sound sewage.

Climate change makes us sick: report.

Algae bloom caused by Himalayan ice melt.

Washington D.C. to establish a green bank.

Sunrun (RUN) sees 1K new orders for solar/power storage in Hawaii, California.

Renault defrauded regulators over last 25 years: report.

Audi factories, offices in Germany searched by police.

Volvo EV to cost $35-40K. 250-mile range.

Aqion Energy filed bankruptcy. Aqueous hybrid ion batt tech.

China, Saud $65B of prelim deals.

Petrobras ordered to restart asset sales.

EU going soft on Gazprom market abuse: Poland.

Sauds to restart oil, refined products shipments to Egypt.

Benghazi govt walked away from Libya oil unity deal.

Trans Canada to build 6.2M bl more oil storage in Cushing.

Iran started 15Kb/d new oil production from Azar.

New Zealand river given same rights as humans.

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


BOE held rates steady.

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

AWSL up 57 with volume.
FCSMF up 10.
JASO up 9 with heavy volume after reporting.
HYSR up 7.
MEEC up 6.
CCGI up 5.
ASTI, PLUG, OPTT, URRE up 4.
CSIQ, FTEK, LEDS, SPWR, RBCN, WATT up 3.
TSLA up 2 with news.

OGES down 27, new low with volume.
CSUNY down 15.
AXPW, SUNEQ down 10.
CCTC, QTMM down 9.
SENY down 8.
ACFN down 6.
CLNT down 4.
KNDI down 4 with volume after reporting.
CBAK, RGSE down 3.

Wednesday, March 15, 2017

WEDNESDAY CLOSE .... MARKET UP 112--43--19


WTI ~$49, Brent ~$52. US natgas $2.97.
Republicans broke ranks with pledge to fight climate change.
Fed raised rates, sees 2 more raises this year. "No preset course."
US inflation near 2%.
Liberals projected to defeat Wilder in Netherlands.
No evidence Trump Tower tapped: House Intel Chair.

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

SWET up 50 with heavy volume.
BLSP up 25 with heavy volume.
SUNEQ up 20 with heavy volume.
AMLM up 18.
FCSMF up 17 with volume.
CCTC up 15.
LEXG up 9.
LEDS, ENPH, TVIA, ERII up 7.
EFOI, CABN, CDTI, GPHBF up 6.
OCLN, RBCN, TPIC up 5.
AMSC, RNWEF, WATT up 4.
AAPL up 1, new high with another upgrade.

AWSL down 36 with volume.
BFRE down 28.
SSOL down 25.
GRPH down 13.
BSRC down 10.
OGES down 10, new low with volume.
QTMM down 8.
ENZR, XSNX down 6 with heavy volume.
LIME down 6.
ZNNMF down 5 with volume.
ASTI, CLNT, HYSR, EMAN down 4.

TRUMP TODAY TALKED OF LOWERING OBAMA VEHICLE MILEAGE TARGET OF 50MPG BY '25. AUTOMAKERS SUING EPA OVER IT.


Merkel wants clarification on Paris climate commitments after German election.

Bipartisan letter urging Tillerson to stick with Paris climate accords.

"Realistic chance" Trump sticks with Paris climate accords: Gore.

Kasich vowing to veto lawmakers' move to cut Ohio clean energy standards.

DOI set to auction lease for N Carolina offshore wind.

California cap and trade system providing $1.4B for clean power projects.

New Hampshire solar providers, utilities compromise on net metering.

Cities shopping for $10B of EVs.

Europe coasts to see 100-year weather events multiple times/year: study.

Mideast, N Africa may be unlivable by '50 from climate change: FAO.

100Mw pumped hydro power storage project OK'd in UK.

Sungevity went bankrupt.

Blattner Energy top UK solar installer in Britain last year: IHS. First Solar (FSLR) 2nd.

Rocky Mountain Institute RfP issued for 16Mw solar.

Vivent Solar (VSLR) extended its credit facility to '20.

Trina Solar went private.

Court rejected another bid to halt Dakota Access oil pipeline completion.

Sauds reversed 1/3 of their production cuts.

Iran continues to ignore OPEC deal. May cap output if OPEC remains committed to cuts.

API reported surprise US crude draw. EIA dampered the optimism for price rise.

Kenya to start crude exports this summer.

Libya LNA retook key oil ports again.

Judge giving EPA 3 years to finish air pollution toxic reviews.

Koalas hunting for new water sources as temps rise.

4.8K gallon spill from Chevron oilpipe in Colorado.

WEDNESDAY OPEN .... MARKET UP 39--4--6


Fed meeting. Rate hike expected.
US consumer prices up most since '12.
US CEO optimism up most since '09.

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

SWET up 50.
CCTC up 15.
BLSP up 11 with volume.
ERII up 7.
GPHBF up 5.
LEXG, SUNEQ, TPIC up 4.
EVSI up 3.
NANO up 1, new high.

BFRE down 25, new low.
VSPC down 20.
ZNNMF down 16 with volume.
CABN, CSUNY down 13.
AWSL down 9.
ASTI down 8.
FTEK, SENY down 7.
ACFN down 6.
AMTX down 5, new low.
LSCG down 5.
AMLM, CLNT down 4.
ENZR down 4 with volume.
LEDS, PLUG, WPRT down 3.

Tuesday, March 14, 2017

TUESDAY CLOSE .... MARKET DOWN 44--19--8


WTI over $48, Brent over $51. US natgas $2.95.
Moscow amidst largest military spending boost since end of Cold War.
China had its 1st trade deficit in 3 years in Feb.

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

BFRE up 40.
LEXG up 15.
HZNM up 13.
HYSR up 12 with volume.
CABN up 12.
RBCN up 10 with volume.
SENY up 8.
AXPW, NANX, XSNX up 7.
AMLM, ENPH, XJNGF up 4.
TSLA up 4 with volume, back over top 50-day line.
PLUG, SUNEQ, LTBR up 3.

SIEGY did split 2 for 1.

PSPW down 39.
SWET down 33.
RNWEF down 22.
LEOM down 19.
CCTC down 13 with volume.
OGES down 11.
ECORF, FCEL down 7.
KNDI down 7 with volume, news.
AWSL down 6 with volume.
AMRS, NTCXF, PNPL down 6.
CLNE down 5 with volume.
GEVO, AAOI, INVT down 5.
FCSMF, RGSE, WATT down 4.
ACFN, PEMIF, VSLR, SKYS down 3.
ASTI down 3 with volume.