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

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

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

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

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

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

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

Atmospheric CO2 passed 410 PPM.

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

Alaskans to profit from CO2 credits.

A green investment fund had money in coal utilities.

Climate action a "huge necessity": NATO official.

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

Japan had 1st successful experiment with methane hydrates.

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

DOE will honor "all" funding commitments: memo.

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

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

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

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

Solar Stratos 1st test flight of solar plane.

PGGM investing in 275Mw of Solar City systems.

Tesla Model Y won't use Model 3 platform.

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

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

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

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

US states following Trump in rolling back regs.

Hundreds of dead sharks washed up in California.

Humans need to escape Earth in 100 years: Hawking.

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

OPEC kept output at 31.85Mb/d in April.

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

Dakota Access pipeline to open early next month.

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

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

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

French election Sunday. Macron campaign hacked.

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

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

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

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

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

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

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

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

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

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

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

Trump energy efficiency cuts facing resistance.

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

Pruitt signaled lifting ethanol seasonal restrictions.

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

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

Mexico held its 3rd energy auction.

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

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

New rules for Brazil small hydro power.

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

Worker error caused NJ nuke plant shutdown.

Tesla to open its own repair shops.

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

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

Mahindra pulling out of UK EV market. Low sales.

Iberdrola on board for Apple 200Mw wind project.

Vivent Solar expanding into Rhode Island.

Solar City delayed solar roof tile models.

Lawsuit filed v. loosening of coal ash dump rules.

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

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

Iran to raise oil production from field shared with Sauds.

Kuwait Energy filed for IPO in London.

Kuwait sees $80 oil by '20.

Cuba imported 1st Russian crude since fall of USSR.

BLM froze central California fracking leases in deal with enviros.

Colorado regulators appealing ruling requiring more oil field scrutiny.

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

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

Hundreds of dead fish washed up on Jersey shore.

NYC looking to chlorinate sewer pipes.

Drinking water contamination in Washington State wells.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Germany urging Trump to stay in Paris agreement.

Nordic ministers throwing their weight behind Paris.

Greens suing EPA for halting power plant toxics rule.

Groups suing EPA over ozone designations.

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

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

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

SEC probing solar power customer losses.

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

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

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

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

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

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

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

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

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

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

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

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

Areaflin secured $120M for 70Mw wind farm.

Palisade, ESCO finance close for 148Mw solar project.

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

US ethanol industry dealt setback in Omnibus bill.

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

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

Russia exceeding its oil production cut quota.

Total got offshore oil/gas drilling contract in Senegal.

Baker Hughes bringing shale tech to deepwater.

Iran coal mine explosion.

US Supreme Court denied challenge over Alaska polar bear habitat.

Ethiopia in drought crisis, aid needed.

Ocean shipping deafens seals: study.

Formaldehyde not a carcinogen: industry.

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

Fed kept rates unchanged.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Massachusetts utilities proposing 800Mw of offshore wind.

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

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

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

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

Tokamak fired up fusion reactor in UK.

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

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

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

Kemper clean coal project delayed another month.

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

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

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

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

Iraq natgas comp official gunned down in Kurdistan.

BP 1Q profit up 3x.

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

Suncor restarted Canada oil sands shipments.

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

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

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

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

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

OMNIBUS BILL RAISED BUDGETS OF DOE, DOI; CUT EPA

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

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

Top GOP climate action advocate announced retirement from Congress.

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

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

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

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

Deals made for 120Mw new solar in Nigeria.

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

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

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

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

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

BRDE committed $72M for Atlantic wind farm.

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

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

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

Sauds cut prices to Asia again.

New refinery to make Iran self-sufficient in gasoline.

Indonesia plans $200B new investment for oil production.

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

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

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

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

Australia held rates steady, inflation up.

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

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

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

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

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

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

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

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