Monday, January 6, 2014
Saturday, January 4, 2014
FRIDAY CLOSE ... Market mixed and flat. Volume light. WTI ~$94, Brent ~$107 ... (stock #s in %) BFRE up 72. CERP up 32 on volume. SRWRF, FNVRF up 29. NGLPF up 27. LEDS up 25, back to top lines (200-day), heavy volume. UBRG up 25. AMEL, TMEN up 20. USEI up 18. FCEL up 17, jump off top lines (50s) on volume. IFXY up 17. NORX, OOIL up 15. LSCG up 14, back to bottom line (50). RVLT up 13 off top line (200). PLUG up 12, new high, on news. MMMW up 12. FTEK up 11 off top line (50). SPIR up 10. XIDEQ up 9. NTCXF up 7, day 6 of rally back over top line (50). BWEN up 4, new high. CSIQ up 3 on news, new high. NENE up 2 .... AMLM down 40. AMTX down 26. CPWY down 23. CSGH down 16. ZAAP down 10. AMSC down 5.
Friday, January 3, 2014
STUFF ... China levying 13 cent/liter tax on biodiesel, kerosene imports. Ordering cities to charge more for water ... Researchers developing geothermal power plant that locks away CO2 underground, use it to boost el gen at least 10x v. present geo plants ... O yea, by the by, US wind power subsidy lapsed Jan 1 ... DOE pulled funding for Bluefire Renewables (BFRE) advanced biofuel refinery in Miss. BFRE failed to meet deadlines to finance remainder of project ... Global warming's role in Cal drought unclear: climate experts ... Melt of Antarctic glacier slowed by La Nina-caused wind switch: study ... NYC GHG emissions down near 20% from '05 ... China aiming to cut emissions with new credit ratings ... Israel 2-yr plan to make Knesset greenest parliament in world ... EPA tightened 25-yr-old emissions rule for home wood stoves/heaters. Would make them 80% more efficient. Smoke particulate matter linked to asthma, cardio-vascular disease ... FERC, CFTC settled differences over policing energy markets ... EPA appealing ruling on permits for CAFO discharges ... Central Valley Cal sinking as farms drain aquifer ... DOE at deadline for rehearing on nuke waste fees ... Siberian enzymes "most efficient" ever studied: NREL. Could help cut biofuel costs ... Labor union pushing into Tesla factory ... Failed Fisker plant unlikely to restart production ... W Sahara dispute threatening solar projects ... New England governors want to fast track hundreds of miles of power lines, pipelines to lower el, NG costs ... Global M&A deals hit lowest mark in '13 since '08: report ... Bakken area churches plan to serve homeless newcomers ... Okla tightening fracking chemicals disclosure rules ... Minn judge: solar beats NG for utility procurement ... TX clean energy transmission project delayed by bad weather ... Est. over 1.2K abandoned NG wells in E WY. Thousands more may soon be orphaned ... Reasons to believe US tight oil production adding 1Mb/d each of last 2 yrs won't continue this year. 70% new production in Bakken, 77% in Eagle Ford needed just to make up for decline of rapidly declining legacy wells: EIA ... Bakken oil found more dangerous to ship than other oil ... Bunge backed out of Miss ethanol plant. 54Mg/y. Ops suspended Dec '12. Ergon now owns it all ... Pertamina (Indonesia) biodiesel tender a bust. Secured 18% of 6.6B liter demand for '14 ... Gazprom hit record NG exports to Europe, Turkey in '13. 161BCM. Beat '08 ... Real Goods Solar (RSOL), Blue Wave to deploy 4 solar projects in Mass. 3.5Mw total. Online June. Blue Wave has ~60Mw solar under development ... GDC targeting $400M for 300Mw Kenyan geothermal plant ... Clean/renewable 24.7% of German el consumption: think tank ... Bolivia expects to boost wind power capacity to 20Mw by '15 ... US installed only clean/renewable power in Nov: FERC ... Gamesa to build 50Mw Costa Rica wind farm ... Kazakhstan re-imposed 6-mo ban on some petrol products exports Jan 1. Preventing critical shortage. Plans to increase oil production 50Kb/d to 1.7Mb/d, not including new supergiant oil field production with 11B bls, 1TCM NG ... Turkmenistan plans to increase NG production to 250BCM by '30, most for export ... Uzbekistan embroiled in energy corruption. Expect continued decline in oil production this year. Est. 340B bls oil shale deposits. Began drilling Mar '13. Plans to produce 2M tons/y oil shale liquids '14-'15. LUKoil plans to invest $5B in Uzbek projects next 5 yrs.
FRIDAY OPEN ... Market up 66/flat/4. Volume light. WTI down under $95, Brent under $108 ... (stock #s in %) AEHI up 900. BFRE up 125. NGCPF up 30. NORX up 15. MMMW up 14. RSOL up 13 on news. XDSL, JUHL up 13. EFOI, RNWEF up 11. PLUG up 10 on volume, new high, news. RVLT up 10. SENY, LIME up 9 .... BSRC down 24. CPWY down 23. CRCL down 21. PRHL down 18. CSKH, ZAAP down 14.
Thursday, January 2, 2014
STUFF ... Solar World America asking US Commerce Dept to impose duties on solar modules with parts made in China, Taiwan ... HSOL (Hanwha Solar) 11.5Mw deal with Ikaros Solar in UK ... Ascent Solar (ASTI) to build manufacturing plant in China. $32M from local govt ... Ford to debut solar concept car. 300-350w in rooftop Sunpower (SPWR) panels. 21 mile range on el. Ford sold over 85K hybrids, EVs in '13 ... Maine shrimping season closed down. Historic low supply ... Fed appeals court upheld BLM decision to lease over 400M tons of coal in Powder River Basin ... Cloud changes may lead to bigger warming increase than previously thought: study ... Disaster damage in US down in '13. (No hurricanes.) ... Fewer freezes driving FL mangroves north: study ... DOE clean vehicle loan program seeking applicants ... Scientists have new proteins to scrub flue gases ... China launched 5th carbon market ... Tighter oil/gas well integrity rules taking effect in TX ... ND regulators gained oversight of oil/gas pipeline locations ... LDK Solar proposing to finance $280M in notes due this year ... WTI crude was up 7.2% in '13, Brent down .3% ... Civil war may have broken out in Iraq. Fighting between Sunni militants, govt ... Sauds pledged $3B to build up Lebanon army to counter Hezbollah. French weapons ... China manufacturing growth slowing on exports. Now $3T China debt ... Veracruz state to trial 6K taxis on ethanol ... Thomas Biodiesel to build $30M 9Mg/y biodiesel plant in TX. Waste cooking oil primary feedstock ... Zimbabwe to implement E20 by March. E10 now. Country has saved $20M in fuel imports since E5 begun in Aug. Country uses 1.5M liters fuel/day ... 6 Midwest governors demanding higher RFS mandate ... Mexican comp has biodiesel 40% cheaper to make than present. Better for motor. Stores longer (at least a year). Jatropha, castor feedstock ... Castor oil production set to increase 560% in Bahia Brazil to 76K metric tons/yr ... Argentina B10 policy to save $50M/y fuel imports, lower exports to Europe ... Rosneft wants to buy Morgan Stanley unit for storing, trading, transporting oil products. Senate approval needed ... Decreasing el demand for TVA ... US household power use dropped to '01 level ... DOE yanked funding for Miss cellulosic plant ... Utility shuttered 3 of 5 units at southwest US coal plant ... DOE extended deadline for nuclear loan guarantee ... Automakers adding artificial engine noises in EVs ... Fisker creditors requesting bankruptcy auction as Wanxiang joined bidders ... Canadian Solar (CSIQ) sold 4th Ontario solar plant to TransCanada ... Gamesa closed on 25Mw Greek wind farm interest ... NRG Yield completed $120M Energy Systems Comp acquisition.
THURSDAY OPEN ... Market down 92/26/10. Volume heavy. WTI under $97, Brent under $109. US manufacturing up at 2nd fastest pace in over 2 yrs in Dec. UK manufacturing down ... (stock #s in %) PLUG up 34 on heavy volume. UBRG up 33. MMMW up 27. NORX up 26. AMEL up 20. CSKH up 16. ENZR up 15. KNDI up 13, new high. ABCE up 12. CERP, LTBR up 10. HSOL up 9 on news. LSCG, SOPW up 9. ASTI up 7 on news. BLDP up 7 .... AMTX, ECOS down 33. GWBU down 21. MKTY down 16. AMRS down 15. HIIT down 14. HOKUQ down 12. ENSL down 11. ZAAP down 10.
Wednesday, January 1, 2014
TUESDAY CLOSE ... Market up 72/22/7. Volume light, Oil: WTI under $99, Brent under $111 ... (stock #s in %) AEHI up 400. ONYX up 150. GERS up 100. MDDD up 63, day 2 off bottom. AMPD up 54 off bottom to bottom lines (50-day). IFXY up 50. AMTX up 48 off bottom to over bottom lines (50s), CABN up 31. DSTI up 29. USEI up 28. JUHL up 26 to bottom lines (50s). CSOL up 24. MKTY up 20. EVSI, VLNCQ, TMEN up 16. LSCG, NGLPF up 10. CDXS up 9 off bottom. RVLT up 9, back over top line (200-day). NTCXF up 8, day 4 of climb to top line (50). AMSC up 7. XSNX up 5. NENE up 4 .... CBWP down 59. CGYV down 47. BFRE down 33. OOIL down 27, new low, heavy volume on news. LMRMF down 24 from 2-day triple. BHWX down 23. ENSL down 17. AMEL, ENZR, HOKUQ down 16. MMMW, MGPHF down 15. CRCL down 14. LEOM down 13. PSON down 11.
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