CHINA SCRAPPED RARE EARTH EXPORT CONTROLS AFTER LOSING WTO APPEAL .... California cap-and-trade program expanded to gasoline, diesel .... Gov Brown wants to cut gasoline use by cars, trucks by up to 50%. Also push clean/renewable power mandate to 50%. Also double energy efficiency in existing buildings. Also breaking ground tomorrow on $68B hi-speed rail line .... Dallas to Houston bullet train project proposed possible routes .... Commerce Dept found degree of illegal dumping of Chinese solar '12-'13 less than previous est. Penalties may be halved in spring .... Tropical forests appear to take in more CO2 as emissions rise: study .... Asset managers pushing for more climate risk data .... Researchers using climate models to improve cholera forecast .... Scientists linked small Ohio earthquakes to fracking .... Utilities lost bid to change solar contracts in N Carolina .... Tesla (TSLA) making 500K cars/yr by '20: Panasonic CEO .... Boston using ap for riders of biodiesel shuttles .... Deal for 150K tons of cassava from Cambodia for China ethanol .... China finished world's largest plant to use coalmine methane to power 30Mw generator. Uses nearly all of methane emissions. China coal mining emits over 10BCM methane/yr .... China Sunpower (CSUN) to supply 30Mw of panels for India project this month .... Canadian Solar (CSIQ) completed sale of 2 10Mw plants in Ontario to RET. 3rd 10Mw project online 1Q .... CSIQ also sold 10Mw Ontario farm to BluEarth (BBLU) for $56M. 3rd of 4 plants BBLU buying from CSIQ .... BBLU plans to buy $1B of operating assets by '17 .... Gujarat India planning 750Mw solar park .... Russian, German, Turkey consortium to build 200Mw/yr solar module factory in Russia .... Brazil development bank financing ~3/4 of $9.6M solar panel factory. 1Mw solar farm to power factory .... Vestas got 73Mw wind turbine order from Greece .... GDF Suez picked for PPA for 100Mw concentrated solar plant in S Africa .... Jinko Solar got $90M loan from China development bank .... NRG Yield bought 285Mw wind power assets from parent .... Ballard (BLDP) terminated Azure Hydrogen (China) licenses. Breach of contract, nonpay of $4.5M cited. (Remember American Superconductor (AMSC) and theft of tech?) .... BLM oil/gas leasing, permitting remained at historic lows in '14 .... US coal mining deaths at all-time low .... US customers buying bigger cars since oil fall .... Pakistan eliminated solar taxes.

TUESDAY OPEN .... Market flat, mixed. Volume normal. WTI ~$49, Brent over $52. US factory orders down .7% in Nov. Ukraine bonds signalling risk of default. China fast-tracking $1T projects stimulus. J&J injected 1st volunteer for ebola vaccine. Turkey airline halting flights to Libya .... (stock #s in %) MDDD up 17. ABGB up 15 with news. BBLU up 15 with news. LYSDY up 11. XDSL up 9 .... LEOM down 26 with volume. AMLM down 19. LMRMF down 10. AIXG down 4, new low. HSOL down 3, new low.

ROUHANI CONSIDERING IRAN VOTE ON NUCLEAR DEAL .... Kurds now control ~80% of Kobani in Syria .... Beijing reported cleaner air in '14. (Yay for residents. "Yay". Long way to go to health.) .... GHG emissions from world's top comps rising .... Oklahoma had 564 earthquakes of 3 or higher Richter in '14. 100 in '13. Links to fracking .... California finalized fracking regs .... Smaller Saud oil discounts for Asia. Demand strengthening .... After $150M payment, Russia guaranteed Ukraine NG supplies for at least 1Q. Contract in place for supply until '19 .... Eni started oil production offshore Congo ....Vermont Yankee nuke plant started shutdown. All fuel will be out of reactor later this month. Cooled by 1H16. 605Mw reactor. Online in '72 .... Pope to address global warming climate change in encyclical .... World airline emissions didn't improve '12-'13: report .... TVA adding scrubbers to keep 2 coal power units in service .... Iraq oil exports up to 2.94Mb/d in December .... Russia oil production up to 10.66Mb/d in December. Exports down 5% with increased domestic demand. Exports to China up 43% on year to 452Kb/d .... Jordan halted talks on $15B deal for Israel NG .... Florida court sided with Duke to let them collect fees for nuke plant never built .... Fukushima rice passed radiation tests .... Scotland power to be 100% clean/renewable by '30: report .... China approved 300Mw offshore wind .... Clean Energy (CLNE) sold stake in biomethane plant. $40.6M .... $90M Oahu north shore wind project OK'd.

MONDAY OPEN .... Market down 232/43/25. Volume normal. WTI down under $51, Brent under $54. Euro weakest since '06 on ECB, Greece. China stock rally, best year start since '93 .... (stock #s in %) BLQN up 100 on 100 shares. GSFVF up 26. CLNT up 14 with volume, news. XSNX up 13. LMRMF up 9 with news. QTMM up 8 .... CHGT down 22. XDSL down 16. LSCG down 14, back to bottom. RNWEF down 12. BFRE, CCTC down 10. ELON down 3, new low. CREG down 2, new low.

FRIDAY CLOSE .... Market flat, mixed. Holiday volume. WTI over $52, Brent over $56. US natgas up to $3.07. US factories expanding at more sustainable pace. Euro tumble on ECB stimulus hint. Hungarians protesting move to Russia. 29 US-led airstrikes v. ISIS on New Years Day. Iraq forces retook area in Anbar from ISIS. US sanctioning N Korea over Sony hack. ISIS hostage rescue turned back after heavy fire on US forces. Higher minimum wage in 20 US states .... (stock #s in %) CNTO up 124. BSRC up 66. GSFVF up 43. LSCG up 39. AMLM up 38. WWPW up 32. XDSL up 20. CABN up 17. CSUN up 16. QTWW up 15. RGSE up 13. LYSDY, SWET, UBRG up 11. ZNNMF, CDXS, AMSC, ABAT up 10. ALTI, GEVO up 9. QTMM up 9 with volume .... IFXY down 35. PSON down 24. JUHL down 22. GPRC down 19. SKYS down 13. CHGT down 11.

'14 HOTTEST YEAR ON GLOBAL RECORD .... US Jan temps forecast 7% warmer than last year .... 2/3 chance of success to hold global temp rise to 2*C if future carbon emissions held to 500B tons: IPCC .... China 29% of global emissions. US 16%. EU 11%. China ratified Kyoto in '02, went from 4B tons/yr to now 10B. Developing countries doubled emissions from early '90's, developed countries held steady .... World's cities account for ~70% of global CO2 emissions .... OPEC production est. down ~100Kb/d in Dec. Still 250K above their 30M target .... US natgas prices lowest since '01 at yearend .... NG inventory withdrawal 26BCF last week v. expected 30-34B .... Leaders in Iraq's Basra launched campaign for semi-autonomy like Kurds. Baghdad could end with no control over oil .... Bristol (UK) launching B25 in 100 city fleet cars .... Floods cut Malaysia palm oil biodiesel production up to 20% in Dec. Disruptions expected in Jan .... Baker Commodities to build 20M gal/yr biodiesel plant in Cal ....US now allowing export of more lightly processed condensates .... Santander, Gamesa planning 242Mw wind power project in Mexico. Developing up to 500Mw wind in Mexico next 3 yrs .... Happy New Year, pards.

FRIDAY OPEN .... Market flat, mixed. WTI under $53, Brent around $57. US to release 5 from Gitmo to Kazakhstan. Italy president resigning. Lithuania adopted Euro .... (stock #s in %) AMLM up 61 on 250 shares. BLDW up 39 on 1K shares. LSCG up 20. MMMW up 16 with news. LYSDY up 15. SSOL up 14. QTMM, SPIR up 13. AXPW up 11. GSFVF up 10. HYSR, RGSE up 9. NTCXF up 5 .... CHGT down 17. PSON down 14. CCTC down 12.