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

Paris agreement treats US unfairly: Trump.

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

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

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

D.C. court delaying mercury air pollution litigation.

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

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

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

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

Record amount of underwater grass in Chesapeake signals healthier ecosystem.

Science council predicts ice-free Arctic in 20 years.

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

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

Toshiba 1st coal plant conversion to biomass in Japan.

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

BRDE $72M for Atlantic wind farm.

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

Dubai got its 1st solar-powered gas stations.

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

Chechs aiming for lithium production.

S Australia set new wind power record.

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

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

Contract for Cheneire to ship US LNG to Poland.

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

Exxon doubled 1Q earnings.

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

Colombia's 2nd biggest oil pipeline attacked again.

Russia power plant plan for Crimea hit sanctions snag.

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

China funding unsustainable coal projects in Pakistan.

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

Harvard "pausing" investment in some fossil fuel comps.

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

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

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

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

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

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

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

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

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

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

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

Halting ARPA-E funds may break law: Dems.

EPA disregarded Army Corps WOTUS concerns: ex-official.

OSHA staff blocked from talking to press.

Denmark to end all clean/renewable power subsidies.

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

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

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

GOP becoming ally on California cap and trade proposal.

Kochs opposed clean car park and lost.

Mike Bloomberg pledged $3M to help coal communities.

Congress near deal on coal miner benefits.

French insurer pulled $200M of coal investments.

Historic coal mine threatened by rising seas.

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

Duke Energy staying the course on coal power cuts.

Canada pledging to crack down on US coal.

Slowing global growth helps explain fall in US coal.

Anadarko closed 3K Colorado wells after fatal home explosion.

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

Repeal of BLM methane rule to pass Senate: Barrasso.

World Bank maintains $55 oil forecast.

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

EV boom setting cobalt up for massive price spike.

12M Colombians vulnerable to climate disasters: govt minister.

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

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

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

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

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

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

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

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

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

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

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

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

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

India coal plants being shelved at rapid pace.

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

Kochs were involved in Pruitt confirmation.

Many big investors ignoring climate risks: report.

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

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

India to auction 4Gw wind cap this year.

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

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

750Mw India solar tender massively oversubscribed.

Scatec Solar PPA for 400Mw solar in Egypt.

Solar project funded by Houston started.

Apple commitment to new solar, wind projects in Oklahoma.

Canadian Solar 10Mw Uganda project.

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

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

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

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

PSA Group now in French diesel emissions cheating investigation.

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

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

Pemex hedging oil for 1st time in 11 years.

China buying up unprofitable natgas assets.

Libya's biggest oil field to reopen.

Kurd oil production stopped by pipeline explosion.

Antarctic penguins in trouble: report.

Sea bottom "doodles" sketch climate history: studies.

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

Dem AGs fighting bill to revamp ozone regs.

Mexico tuna industry won WTO ruling over US.

TVA phasing out handguns for nuke plant police.

WEDNESDAY CLOSE .... MARKET FLAT

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

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

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

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

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

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

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

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

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

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

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

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

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

Solar industry facing shortage of qualified workers: report.

US tax uncertainty disrupting solar deals.

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

NY to fund power storage feasibility studies, demos.

Scatec Solar continuing Africa expansion.

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

Turk developer working on 44Mw new solar.

Solar Q solar farm proposal in Queensland.

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

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

Denmark to end their subsidies for clean/ren power.

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

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

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

Hyperloop 1 moved back test date again.

India Rail proposing 800Mw solar park.

White House trying to halt DOE loans, grants.

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

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

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

Russia again China's top oil supplier.

Russia landing oil deals in Syria.

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

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

Oil exporting nations slashing their military spending.

S Sudan reopened tenders for 2 oil blocks.

Chevron continuing asset sales in Asia.

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

Train carrying batts exploded in Houston.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

DOE oversight of research funds "inadequate": IG.

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

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

Great American Park in California going 100% clean power.

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

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

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

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

Delhi Metro 750Mw PPA for Rewa solar project.

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

EIB, ABN committing E150M for cleaner shipping.

UK, China rail freight connection kicked off.

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

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

Tesla, Apple scrambling for cobalt.

Gaza's only power plant shut down.

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

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

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

Nigeria navy thwarted attack on oil products pipeline.

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

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

Investors switching from high-yield funds to stocks.

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

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

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

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

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

DOE grid study so far sidelines top experts.

EPA asked court for time to review truck emissions rules.

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

Enviros taking claims of FERC bias to appeals court.

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

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

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

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

San Fran increasing its clean power goal to 50%.

Suzlon got 100Mw wind turbine order from ReNew.

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

India wind power to double by '22.

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

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

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

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

No Exxon waiver for new Russia drilling.

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

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

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

OPEC, NOPEC meet May 25th.

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

High pesticide levels found in honeybee hives: study.

Soccer fans killed in Nicaragua by fallen power wire.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

MARCH ALL-TIME WORLD'S HOTTEST MONTH WITHOUT EL NINO: NOAA

Global warming limit of 1.5*C increase would save "huge expanses" of permafrost from thawing: study. (Permafrost thawing releases methane, CO2.)

Carbon (emissions) a good thing: N Dakota governor.

Pruitt (EPA) paused rule to plug methane leaks in oil/gas ops.

Power plant mercury emissions rule next on Trump chopping block.

Utility fighting solar power in Milwaukee.

Court rejected BLM OK of Oregon wind power project.

Trillions of plastic bits carried by current to Arctic waters, left there.

Coral loss quickly erodes seafloor, threatens coasts: USGS.

Louisiana governor declared emergency to spur wetlands restoration permits.

Chesapeake Bay female crab numbers at highest in 28 years.

NRG finished solar plant project to power Cisco's California HQ. 20Mw with CSIQ, JASO, HQCL panels.

Norway, Sweden agreed on green certificates program expansion.

Enel Green started construction on 300Mw wind project in Oklahoma. To sell power to Grand River Dam Authority, T-Mobile.

Exxon asking US to lift sanctions on Russia for Black Sea development.

Eni Libya oil field to reopen after 2 years.

US Atlantic Coast pipeline project greenlighted.

Tanzania plans for $30B LNG export project deal.

Russia to help build 2 new nuke power plants in Iran.

US National Park visitation $35B in '16: DOI. 331M visitors at 417 sites.

BMW installing ~100 EV charging stations at or near US National Parks.

THURSDAY OPEN .... MARKET UP 85--28--8

Venezuela seized GM plant.

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

ENZR up 13 with news.
LOTE up 9, new high with volume.
LEXG up 8.
CCTC up 7.
BWEN, CCGI, OCLND, CSUNY up 6.
CREG, MEEC, TVIA up 5.
FTEK, HQCL, GPHBF, INVT up 4.
AETI, AMTX, ELON, HYSR, LTBR, OLED, ZNNMF up 3.

AMRS down 6.
LEDS, LYTS down 4.

WEDNESDAY CLOSE .... DOW DOWN 119, NAZ UP 13, S&P DOWN 4

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

LSCG up 32.
GRPH up 25 with volume.
AWSL up 12.
LIME up 12 on 129 shares.
CCTC up 11.
LOTE up 10, new high with heavy volume.
AXPW up 9.
LYSDY, VECO up 6.
BWEN, CREG up 5.
LEDS up 4.
ADES, LIXXF, LTBR, PRHL, TPIC up 3.

OGES down 30, new low.
PSPW down 25.
MEEC down 16 with volume.
XSNX down 15.
ASTI down 15 with heavy volume.
LEXG down 4 with extreme volume.
FNSR down 8 with heavy volume.
WPRT down 8.
AMLM, AMRS down 7.
ENPH, URRE down 5.
AMTX, BIOA, FCSMF, MNGA down 4.
AKDS, BLDP, BSRC, RGSE down 3.

WAL MART PLANS TO ELIMINATE 1T TONS OF CARBON FROM ITS SUPPLY CHAIN

Trump admin global solar plan: 10Tw by '30.

Toyota rollout of hydrogen-powered semi truck.

Moody's joined Climate Bonds Initiative Partners.

AES $193M for 386Mw Renova wind asset.

KY coal comp plans to build state's largest solar plant.

Stanford added 4.5Mw rooftop solar to its grid.

Suniva - Atlanta-based solar module maker - filed bankruptcy.

Maryland General Assembly passed 30% power storage tax credit.

Alberta, Saskatchewan began their 1st round of clean/renewable power development.

New England ISO new auction rules for subsidized power.

Algeria favors clean/ren power over shale gas development.

EPA launched methane emissions rule review.

300 more coal miners on the job so far with Trump.

BMW to install 100 EV charging spots in US National Parks.

"Unprecidented" tree deaths in S Cal.

TVA won't reopen coal plants: CEO.

Dead fish in Chicago lagoon.

S Cal offshore drilling platform to be decommishioned amid bankruptcy.

IMF predicts $55 oil through '18.

CITI sees $65 oil by Christmas.

China revived plan to launch Shanghai oil futures market.

China 50% yoy jump shale gas production in March.

FERC review process for NG pipelines under Fed court scrutiny.

Nebraska set May date for Keystone XL pipe routing meeting.

Australia LNG exports questioned amid NG shortages at home.

WEDNESDAY OPEN .... DOW DOWN 21, NAZ UP 36, S&P UP 7

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

LSCG up 20.
AWSL up 19.
OCLND up 16.
CCTC up 8 with news.
LIXXF up 7.
ENOC up 6 with news.
HYSR up 4.
BWEN, ELON, EVSI, RUN, ULBI up 3.

XSNX down 15.
LEXG down 14 with heavy volume, news.
MEEC down 7 with volume, prelim report.
AMLM down 7.
FNSR down 6 with heavy volume, news.
FCSMF down 5.
AMRS down 3 with news.
OPTT down 3.

TUESDAY CLOSE ....MARKET DOWN 113--7--6

Bank of America profit up 40%.
Fraud claims taint Turkey referendum.
Brit's May called for early election over Brexit.

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

PSPW up 45.
OGES up 24.
BSRC up 12.
RNWEF up 10.
FCSMF up 8.
SENY up 7.
LMRMF, GPHBF up 4.
LOTE up 4, new high with volume, (pump ad).
ENOC, EVSI, SUNEQ, INVT up 3.

CSUNY down 23.
LSCG down 21.
GRPH down 20.
LEXG down 15 with volume.
AMRS down 14 with heavy volume, news.
OCLND down 13, new low.
ASTI down 11 with extreme volume. (Bankruptcy coming?)
AXPW, QTWWQ down 9.
CABN down 8.
BNET down 6.
LIXXF down 6 with volume.
CBAK, CCTC, QTMM, XJNGF, NANX, TVIA down 5.
ACFN, AMRC, AMTX, ECORF, FTEK, MNGA, RGSE, MGPHF down 4.
ELON, FCEL, ENPH, WPRT, LTBR, LYSDY, NTCXF down 3.

WHITE HOUSE POSTPONED MEETING ON PARIS CLIMATE ACCORDS - WITH IT OR NOT

East Chicago Indiana in lead contamination crisis. Pruitt visit tomorrow.

70% of millenials don't want EVs: Forbes. (Really?)

BYD (BYDDF) expanding in Brazil. New PV solar, E bus chassis production. Lately also E bus assembly plant in France, factory in Hungary.

Tesla cut price on Model S75 $7.5K to $69.5K. Also cut Model S60 upgrade (to 7.5) to $2K. Approaching start of Fed tax cred phaseout (200K cars sold). Also facing possible labor strikes at plants. Also hazardous material spill at Nevada batt gigafactory.

Germany increased EV charging spots 27% in '16.

Protean Electric, Zhejiang partnering up on 16" in-wheel electric motor development.

Oklahoma governor signed bill ending state's wind power tax credit.

World's 1st batt power storage-natgas peaker power plant now online in California.

WalMart secured 40Mwh of power storage for S Cal stores.

Massachusetts to hold June auction for offshore wind development.

DONG swept German offshore wind tender.

Rene Sola sold 6.75Mw N Carolina solar project to Greenbacker.

Van Eck launched US-listed, exchange-traded fund for green bonds.

Scatec Solar got PPAs in Egypt for $450 of new solar development.

Sauds targeting 10% clean/renewable power by '23 - 9.5Gw.

US shale oil production to increase 124Kb/d in May: EIA.

BLM nixed oil leases near Rocky Mountain National Park.

Dane pension fund divested from 5 Canada oil producers.

$20B private equity investment in US shale oil ventures in 1Q.

Fast food giants struggling to cut antibiotics in pork, beef.

TUESDAY OPEN .... MARKET DOWN 105--16--7

US factory production down on autos.
Global debt $152T - 225% of global GDP.

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

CABN up 12.
GPHBF up 9.
NFEC, SUNEQ up 4.
EVSI, VSLR, WPRT up 3.

SWET down 25.
LSCG down 21.
GRPH down 20.
VSPC down 19.
OCLND down 19, new low.
AMRS down 13 with volume, news.
QTWWQ down 9.
AKDS, CBAK, PRHL down 6.
CCTC down 5.
ACFN down 4.
AMRC, ASTI, LEXG, PLUG, ENPH, RUN, SKYS down 3.

MONDAY CLOSE ..... MARKET UP 183--51--20

China asking Russia to help out in N Korea sitch.
Shell, Exxon joining Ivanka to defend Paris climate accords.

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

SWET up 33.
LOTE up 26, new high with heavy volume.
AMLM up 20.
AWSL up 19.
WPRT up 19 with heavy volume, news.
LEXG up 17.
QTWWQ up 13 on 337 shares.
NANX, ZNNMF up 9.
XSNX up 8.
AXPW up 6.
CSIQ up 5 with volume, upgrade.
ENZR, HYSR up 5.
ACFN, AMRC, NVDA up 4.

PSPW down 45.
ASTI down 18 with extreme volume after reporting.
LIME down 17.
PNPL down 16 on 200 shares.
BOPO down 15 on 300 shares.
BFRE down 14, new low with extreme volume.
GPHBF down 13 with volume.
SENY, LEDS, CABN down 12.
INVT down 9.
BIOA, VSLR down 5.
FCEL, PRHL, TVIA down 4.
AAOI down 4 with volume.

GLOBAL CO2 EMISSIONS NEED TO PEAK WITHIN NEXT 10 YEARS TO MEET PARIS ACCORDS: STUDY

DOE to study harm to grids from clean/renewable power.

SEIA calling to modernize grids.

Microsoft deal to buy more clean/ren power.

Apple continues to green up its supply chain.

KY city hired climate resilience chief.

Businesses investing in saving New Orleans coast.

Real time-of-day power charging needed to substantiate smart meters' costs: analysis.

UK govt admitting natgas substituting for cheaper clean/ren power.

Britain seeking to renege on clean/ren power goals in leaving EU. But wants to keep cross-border power trading.

India solar bid prices down 73% since '10. India solar now generating 1Gwh/month.

Enel Green started building 754Mw of solar in Mexico. 427Mw, 327Mw farms. Online in 2H18. $650M investment. Enel already operating 675Mw wind power, 53Mw hydro in Mex. Also bldg 293Mw new wind there.

Wind power records set in Germany in March. 38.5Gw peak.

Gulf Power (FL) settlement: customers won't face huge charges for having solar power.

Apple granted self-drive vehicle test permit in California.

Proterra delivered their 100th E bus.

US air quality up "dramatically": report.

Garbage dump collapse in Sri Lanka buried a neighborhood.

Vermont forest bird population down 14%: study.

ALASKA PROPOSING $40-$45B N SLOPE NATGAS DEV, LNG EXPORT INFRA

Iran ready to join OPEC production cut extension. Also launching new development phase in S Pars field shared with Qatar.

China fossil powergen up 7% in 1Q yoy. (Matches reported 1Q GDP increase.)

10B bls oil discovered globally in '16.

Chevron CEO opposed to US carbon tax.

Uzbekistan 5-year, $2.5B natgas deal with Gazprom.

Georgia giving up on Gazprom.

Russia cutting oil shipments to Belarus from 6 to 5M tons this quarter.

N Sea oil output set for 40Kb/d decline next year.

Nigeria set to get its oil production back up after pipeline fix. Army also destroyed 13 illegal refineries.

US oil rig count up 11 last week, total now up near 2x yoy. Natgas rigs down 3, also up near 2X on year.

Kurds resumed oil exports after pipeline maintenance.

US oil assets could fall into Russia hands with Venezuela default. (Venezuela made latest bond payments. Next in early Fall.)

Libya oil field reportedly reopened. (Who knows what daily production is from week to week.)

Egypt made 1M bl/month oil supply deal with Iraq.

CLIMATE CHANGE NOT PAKISTAN'S PROBLEM: MUSHARRAF

20K Pakistan schools to add solar power.

California droughts, deluges traced to atmospheric waves: research.

El Nino to return this summer: study.

Dying coral reefs could cost world econ $1T: report.

900 miles - 2/3 - of Great Barrier Reef now bleached.

Climate change adding to strife in Lake Chad Basin.

Ohio State U to house $50M energy research center.

MONDAY OPEN .... MARKET UP 88--29--10

China 1Q GDP up 6.9% yoy.
Erdogan referendum win in Turkey.

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

WPRT up 20 with heavy volume, sale news.
LOTE up 14, new high.
FCSMF up 10.
XSNX up 8.
ENZR up 6.
CSIQ up 5 with upgrade.
ACFN, PEMIF, RBCN up 4.
BSRC, EVSI, LEXG, NFEC, LIXXF, RGSE up 3.

ASTI down 27 with extreme volume after reporting.
CSUNY down 25.
PSPW down 20.
SENY down 19.
LIME down 17.
GRPH, AWSL down 16.
GPHBF down 15.
LEDS, PRHL down 9.
LMRMF, BIOA, INVT, URRE down 5.
AMRS, SUNEQ, QTMM down 4.
FCEL down 4 with volume.
CBAK, LTBR down 3.

GLOBAL CLEAN ENERGY INVESTMENT DOWN 17% IN 1Q17. KEPT PACE WITH LAST YEAR'S DECLINE

White House wants to broker compromise with California over vehicle emissions standards to avoid patchwork of rules.

Trump admin halted Obama rule curbing toxic wastewater from coal power plants.

EPA seeks public comments on enviro regs reform.

DOE now promoting solar for rural el co-ops.

Over 11B EV miles logged in US to date, 1M from wireless charging.

DHL to double its electric delivery van production.

Tesla model S model range up to 335 miles. Comp also announced production dates for E semi tractor truck, E pickup truck.

Spain set May date for its 2nd clean/renewable power auction.

Dubai 200Mw concentrated solar project start in June.

China firm plans 200Mw solar project in Philippines.

WalMart pairing power storage with solar in S California.

India record low bid $.05/Kwh for solar.

New Canada office bldg. exterior to be covered with solar to supply 80% of bldg.'s power demand.

Siemens establishing Atlanta HQ for residential batt power storage systems.

Batt power storage now competitive with pumped hydro storage: ARENA.

China's wind, solar industry could replace use of 300M tons of coal/year by '30: report.

1st subsidy-free offshore wind deal in German auction.

S Korea scientists claiming new perovskite solar cell efficiency record.

Dayton Power & Light proposing to close 2 coal power plants, invest in wind, solar.

MISO grid cap auction prices falling despite coal plant closures.

Rooftop solar now a standard feature for new California homes.

THURSDAY CLOSE .... MARKET DOWN 138--31--16

China ready to cut oil supply to N Korea.

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

GRPH up 21.
AMRS up 17 with heavy volume.
BSRC, LSCG up 17.
CCTC up 16.
CABN up 15.
VSPC up 14.
AAOI up 11 with very heavy volume after prelim report.
PRHL up 11.
TVIA up 8 with volume, news.
LOTE up 7, new high.
MNGA up 7.
SYMX up 6 with volume.
CCGI up 6.
WPRT up 5.
BLDP up 4 with volume.
LYSDY, QTMM, URRE up 4.

AWSL down 35.
LEDS down 20 with volume after reporting.
LEXG down 17 with heavy volume.
AMLM down 17.
XSNX down 14.
BWEN, CLNT down 8.
ACFN, BNET, MGPHF, NTCXF, SUNW down 5.
GPRE, HQCL, BIOA, NANX down 4.
ADES, SPWR down 3.

THURSDAY OPEN .... MARKET UP 6--15--1

US producer prices down.
Stock markets priced for too much hope: Gross.
Global employment still not back to pre-crisis levels: OECD.

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

GRPH up 26.
NVIC up 23 with heavy volume.
BSRC up 17.
LSCG up 16.
CABN up 15.
AAOI up 14 with heavy volume after prelim report.
SYMX up 11 with volume.
LOTE up 7, new high.
AMRS up 7 with volume, news.
TVIA up 5 with news.
LYSDY up 5.
CDXS, SENY up 4.
EMKR, FCEL, LTBR up 3.

LEDS down 19 after reporting.
AMLM down 15.
XSNX down 14.
CSUNY down 12.
ENZR down 9.
ACFN down 5.
ZNNMF down 4.
ASYS, AXPW, CBAK, HYSR, GPHBF, INVT, MGPHF, SKYS down 3.

WENESDAY CLOSE .... MARKET DOWN 59--30--8

WTI under $53, Brent under $56. US natgas $3.18.

China sent 150K troops to N Korea border.
Japan plans drills with US carrier fleet in E China Sea.

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

LEXG up 30 with volume.
AMRS up 20 with heavy volume.
SENY up 20.
CSUNY up 18.
XSNX up 16.
AKDS, RNWEF up 15.
SUNEQ up 14.
AMLM, CCTC up 8.
MGPHF, MNGA up 8 with volume.
EFOI, LEOM up 6.
FTEK, PNPL up 5.

SWET down 25.
QTWWQ down 21.
GRPH down 19.
FCEL down 13 with volume, news.
ZNNMF down 13.
PLUG down 12 with volume, news.
LYSDY, URRE down 10.
BIOA, CABN down 9.
ECORF down 8.
INVT down 7 with heavy volume.
CBAK, HYGS, SRWRF down 6.
ENZR down 5.
BLDP down 3 with volume.
TSLA, AAOI down 3.

GLOBAL PV SOLAR DEMAND UP 30X LAST 9 YEARS. UP OVER 50% IN '16

India predicted to become world's 3rd largest solar power market this year.

EIB $214M for India solar projects.

World Bank $100M loan for India solar.

Global clean/renewable power investment down 17% in 1Q17 to $53.6B: Bloomberg. Slump started in 2Q15.

Transgrid (Australia) got over 6Gw of solar power proposals.

Australia rooftop solar installs 92Mw in March.

California solar powergen hit 50% of total for a few hours on March 11.

Corp demand to boost US Renewable Energy Credits market.

Sunpower (SPWR) installed 8.8Mw solar at Toyota HQ.

Commonwealth Ed project targets power storage at neighborhood level.

Kenya launched green bond program.

Australia real estate trust launched its 1st green bond.

Netherland-based EV fast-charge network (Fastned) 148% yoy revenue growth in 1Q17.

Ford intro'd 1st pursuit-rated hybrid police car.

White House to lift Fed hiring freeze.

Trump tapped carbon tax supporter for White House team.

Most enviro officials tied to fossil industry: survey.

Private sector, farm group pressing Tillerson (Trump) to stay with Paris climate accords.

El Nino linked to cholera outbreaks in Africa.

Alabama tick season to break records.

Seattle mayor urged city retirement board to divest fossil fuel investments.

N Am freshwater lakes getting saltier year by year: research.

Fed appeals court froze ozone litigation.

California farmers to get 1st full water allotment since '06.

Bribery, fraud charges at LBNL.

Arctic ice core repository (samples from over millennia) melted down in freezer malfunc.

OPEC output down 153Kb/d in March to 31.93M. Saud "overcompliance" with cuts.

6 teenagers won court appeal in Colorado fracking case.

US oil production to break record in '18: EIA.

CNPC opened Mideast HQ in Dubai.

WEDNESDAY OPEN .... MARKET DOWN 22--3--2

China reportedly rejected N Korea coal shipments, opting for US coal.
Ahmadinejad announced rerun for Iran president. May election.

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

CSUNY up 18 on 600 shares.
INVT up 15 with heavy volume.
AKDS up 9 with news.
AMLM, LTBR, SENY up 5.
CCGI, EFOI, PEMIF, PRHL up 4.
AMTX, ASTI, CCTC, KNDI, LEDS, SUNEQ, MGPHF, NTCXF, QTMM up 3.

CABN down 26 on 275 shares.
PLUG down 11 with volume, news.
LEXG down 8.
BIOA, ZNNMF down 7.
QTWWQ down 7 on 125 shares.
FCEL down 6 with volume.
VSPC, SRWRF down 6.
CBAK down 5.
TVIA down 4.
BWEN down 3 with volume off new high.
HYGS, RVLT, URRE, SKYS down 3.

TUESDAY CLOSE .... MARKET DOWN 6--14--3

WTI over $53, Brent over $56. US natgas $3.17.

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

AWSL up 29.
INVT up 25 with volume.
QTWWQ up 18.
BIOA up 15.
ENZR up 14.
BWEN up 14, new high with heavy volume.
PNPL up 13.
CSUNY up 12.
GRPH, MGPHF up 11.
OCLN up 10 with heavy volume, news. Reverse split effective tomorrow.
BSRC up 9.
MXWL up 9 with volume.
FCEL up 8 with volume.
LEXG, LTBR, SKYS up 8.
PLUG up 7, new high with heavy volume.
TVIA up 7 off new low.
CABN, GEVO up 5.
AMLM, EVSI, HYGS up 4.
BLDP up 4, new high with volume.
AMRC, GCTAF, JASO, PEIX up 3.

PSPW down 20.
XSNX down 7 with volume.
MNGA down 7, new low with heavy volume.
CBAK, NTCXF down 6.
LEDS down 6 with heavy volume.
LSCG, SPWR, SUNEQ, QTMM, WPRT, RGSE down 5.
AKDS, NFEC, OPTT, AAOI, PRHL down 4.
ASTI down 3 with heavy volume.
CLNT, LEOM, RVLT, SEDG down 3.

G7 ENERGY "CZARS" FAILING TO AGREE ON CLIMATE STRATEGY

Early-stage clean tech investment on wane.

February world's 2nd warmest in 137 years of records: NASA.

2*C temp rise (1*C more now) would thaw ~40% of world's permafrost, releasing billions of tons of carbon, methane into atmos by 2100.

Chicago wants to become 1st major US city to have its govt buildings powered by 100% clean/renewable power by '25.

E.ON investing in airborne wind power (tethered offshore turbines).

Enel buying Australia's largest ready-to-build solar project. 137Mw.

Tucson Electric Power aiming for 30% clean/ren by '30. To retire coal power plants.

First Solar 120Mw plant now online near Austin.

Australia's big solar PPAs heading down to $75/Mwh in '18: ARENA.

New UK solar power record set in March.

Greenwich Partners doubled their plans for Nigeria solar capacity to 200Mw.

EDF joined Masdar in 800Mw Dubai solar project.

New Orleans among leading US cities for solar.

USDA stopped cyanide use on predators in Idaho.

Over 100 wildfires burning in Florida.

Lower Colorado Basin tops endangered list.

Dow, Shell TCP use tainted drinking water in 94 districts: report.

Oil to average $52.50 in '17, up from $45.10 in '16: Fitch. Below breakeven for most Mideast exporters with exception of Kuwait.

Breakeven prices plunging across global oil industry: report.

Iran out of floating oil storage accumulated during sanctions.

US oil rig count up 10 last week. Natgas rigs up 5.

Libya oil production down further with largest oil field offline.

Texas' new oil drilling permits up 3x in March.