Tuesday, December 4, 2012

TUESDAY CLOSE

(stock #'s in %)

Market down 13/5/2. Volume a little light. Oil down under $89.

PTOS up 83 on 8K shares. LMRMF up 27 on 18K. ECTY up 18. INIS up 15. RVLT up 13. LTBR, CREG up 11. BLQN, CABN up 10. ORYN up 3. NENE, NTCXF flat.

AEHI down 42. ECOS down 36. VNDB down 25. MMMW down 21. HOKU, RNWEF down 20. AONEQ down 17. WTWO down 14. MKTY down 12. XSNX, EWRL, ENZR down 11. ZAAP down 10. XDSL down 9. GRPH down 8.

STUFF

TOP STUFF

Admin to hold 1st lease sales next year for offshore wind off Mass, RI, VA.

China's GHG emissions may keep rising until '30: report.

Scientists saying with increased certainty that 2 damaging earthquakes in '11 - in Colo and Okla - were triggered by oil/NG production.

From UN climate summit last week: China said econ growth to "eradicate poverty, improve living standards" takes precedence over reducing emissions "for a period of time." EU said it's in no position to help developing countries reduce emissions. And US wouldn't go along with 17% emissions reduction target by '20. While scientists saying we won't be able to contain temp rise beyond what's been deemed "safe".

Sea level has risen 55 millimeters since '92.

OTHER STUFF

Mongolia's 1st wind farm, 50Mw, online in early '13. 31 GE turbines. $120M. Mongolia has 860Mw central grid. 2 coal-fired power plants, 100B tons of coal reserves. Ulan Bator world's 2nd most polluted city. Ahvaz in Iran is worst.

Inspectors back @ Deepwater Horizon site (BP '10 GOM spill) to investigate oil sheen.

India's wind power capacity expected to reach 89Gw by '20, 191Gw by '30. Expected to attract $16B/yr of investment. Country's GDP growth fell to 5.3% in Q3.

NG output from lower 48 states up 3.9% over last year.

DOE awarded Cornell research team $910K grant for algae project. Redesign of bioreactor to deliver light to algae growing on low-cost sheet, then collect fuel through porous tubes.

Indonesia palm oil output expected to grow 7% next year to 27M tons.

British Airways to buy $500M av biofuel from Green Sky plant for next 10 years. Plant will convert 500K tons of locally-sourced landfill waste/year into 50K tons of biofuel and 50K tons of bionaptha, biodiesel. Plus 40Mw elgen capacity.

Just 5% of US cars, trucks approved to use E15: AAA.

Audi, VW plan to make 300MPG cars. Most efficient vehicle on market now is Mitsubishi i-MiEV @ 112MPG.

GE, Metlife, Union Bank invested $247M in recently commissioned 201Mw Kan wind farm. 1.5Mw GE turbines.

Fulcrum Bio Energy (Cal) got $175M financing for their 1st muni solid waste to fuels plant. Expected '15 completion. $105M a USDA loan guarantee. Cost of production expected to be < 50 cents/gal. Overall costs expected to be $1.89/gal.

Japan gave NOAA $5M to deal with tsunami debris.

Iraq's oil production down 200Kb/d in Oct.

TUESDAY OPEN

(stock #'s in %)

Market flat and mixed. Volume very light. Oil down near $88.

LMRMF up 27. CSKH up 25. INIS up 14. EFOI up 10. BLDW up 9. LTBR, WTWO up 7. NTCXF up 2 on news. ORYN flat.

ECOS down 34. HOKU down 26. MKTY down 18. MMMW down 17. AONEQ down 15. CHGI down 14. VSPC down 12. XSNX down 11. GRPH down 2. NENE down 1.

Monday, December 3, 2012

NOTICE

Sorry, pards. Had a college fraternity reunion to go to. And tomorrow is high school reunion. My first time ever for both. Amazing.

STUFF

TOP STUFF

Global carbon emissions up to > 2.4M lbs per second. Of planet's top polluters, US and Germany the only countries that reduced their emissions. 38.2B tons CO2 pumped into atmos last year. ~1B tons more than '10. CO2 levels 54% higher than '90 baseline. China top polluter @ 10B tons, up 10% in '11. US 5.9B tons, down 2%. India 2.5B tons, up 7%. Russia 1.8B tons, up 3%. Japan up .4% to 1.3B tons.

OTHER STUFF

300Mw combined-cycle NG plant newly online in Lodi, Cal. < $500M. $380M construction, $112M debt service.

Peru banned GMO's for 10 years.

MISO grid had wind peak last month over 10Gw. Was > 25% of total generation being used at time. MISO now manages > 11Gw of installed wind gen, > 7Gw more online soon. Operates in 11 states, Manitoba, > $23.6B annual gross market energy transactions. Nation's 1st regional transmission organization ('01).

Siemens got order for 138Mw of wind turbines, 1st order from S Africa. Orders for 730Mw of turbines from Europe, S Africa since July. Total EUR880M.

Dispersant makes oil 52x more toxic.

GRPH's AL property has 7M ton graphite resource. Almost $68M worth.

MONDAY OPEN

(stock #'s in %)

Market flat and mixed. Volume normal. Oil up near $90. Nov. US manufacturing index below 50.

MMMW up 120 on a news item. QTMM up 30. WTWO up 25. CREG up 15. WEST up 14. NFEC, ECTY, AMPD up 10. ORYN up 7. GRPH up 2. NENE flat.

IFXY down 42 on 3K shares. VNDB down 25. XSNX down 19. BHWX down 13. VSPC down 12. XDSL down 9. NTCXF down 2.

Saturday, December 1, 2012

FRIDAY CLOSE

(stock #'s in %)

Market flat, came up at end. Volume light, Friday normal. Oil up near $89.

AEHI up 100 on 6K shares. TMEN up 26. CGYV up 24. LMRMF up 23. EVSI up 21. Working with GM. ENZR up 16. SOPW up 15. GERS up 10. WTWO up 9. NENE, GRPH up 1.

NGLPF down 48. CWET down 25. CRGE down 15. IFXY down 13. MMMW down 10. NTCXF down 9. XSNX down 5. ORYN down 2.