Wednesday, November 4, 2015

WEDNESDAY OPEN .... MARKET FLAT, MIXED

WTI over $47, Brent ~$50.

182K new US jobs October: ADP.

US service industries growth up.

(stock #s in %):

EFOI up 22 with volume after reporting. LYSDY up 13. TSLA up 10 with volume after reporting more than expected loss, targets trimmed, higher revs, shipments. SSNI up 10 with volume. CLNT up 8. KNDI up 7. BBLU up 6. SCTY up 5. FCEL up 4.

ENPH down 37, new low with heavy volume. XDSL down 20. LMRMF down 18. BSRC, XSNX down 16. EVSI down 11. CABN, SEDG, OESX down 9. GTATQ down 8.

Tuesday, November 3, 2015

TUESDAY CLOSE .... MARKET UP 89/18/5

WTI over $47, Brent over $50. US natgas $2.28.

(stock #s in %):

ALTI up 100, up 4x from 12-month bottom. GTATQ up 68 with heavy volume. JUHL up 49. SENY up 33 with heavy volume. FNVRF up 16. FCSMF up 14 with heavy volume. RBCN up 12. BFRE up 11. BLSP up 9. PLUG up 8 with heavy volume. GPRE, CLNT up 8. AMRS up 7. CSUN, ENPH, SKYS up 6. WNDW up 6 with news. CREE up 4. AEIS up 3, new high with volume after reporting. LYTS up 2, new high. SUNE up 2.

LEOM down 18. GPHBF down 15. ZAAP down 11 with heavy volume. RNWEF down 11. MGPHF down 10 with heavy volume. EFOI, NANX down 10. AMSC down 9 after reporting. PSPW down 9. OOIL down 9 with volume. SRWRF down 5, new low. TSLA down 2 with volume, up after close after reporting.

STUFF

Obama ordered 5 Fed agencies to streamline regs to offset enviro harm, promote independent mitigation efforts.

EBRD $250M to develop subsidy-free clean/renewable power projects in Morocco, Jordan, Egypt, Tunisia. 400-450Mw target over next 4 yrs.

More cities worldwide, especially in Europe, trying to reduce car use with several tactics, incentives.

Higher carbon prices needed to phase out coal power: BP.

DOD can't explain "world's most expensive gas station" in Afghanistan.

EPA published rule targeting coal power plant discharges.

EPA found more VW cheat software in Audi, Porsche diesel models. VW denies.

TransCanada suspended request for US permit to build Keystone XL pipe.

Agreement signed for Turkmenistan-Afghan-Paki-India NG pipeline.

China holding comp LoI to buy oil/gas assets in W Texas for $1.3B.

China to supply Nepal with fuels now blockaded by India.

US oil rig count down 16 last week, NG rigs up 4.

US oil production down 169Kb/d in mid-Sept count: EIA.

NY grid operator rejected NRG bid to keep coal power plants open.

Cayman Islands OK'd 5Mw solar project.

Gamesa to build 100Mw wind power in India.

Shale drilling not to blame for San Antonio ozone: Texas.

TUESDAY OPEN .... DOW UP 51, NAZ DOWN 3, S/P FLAT

WTI ~$47, Brent over $49.

Xi says China needs GDP growth at least 6.5% next 5 yrs.

(stock #s in %):

FNVRF, LSCG up 16. PLUG up 10 with volume. ELON up 9. GPRE up 7 after reporting. PANL up 6. BLDP up 5. AEIS, LYTS up 2, new highs. CREE up 2. WNDW up 2 with news.

XDSL down 20 with news. ZAAP down 11. NANX, GTATQ down 10. BSRC, CABN down 9. VSPC down 7 with volume. AMSC down 6 with news after reporting. SUNE down 3.

Monday, November 2, 2015

MONDAY CLOSE .... MARKET UP 165/73/24

WTI over $46, Brent under $49. US natgas $2.26.

US 3Q GDP up 1.5%.

Obama signed 2-yr budget deal.

Iran started shutting down uranium centrifuges: report.

(stock #s in %):

LEOM up 25. LMRMF up 19. ZAAP up 18. ABGB up 16. ACFN up 15. OPTT up 13 with volume. QTWW up 13. AMLM, BBLU, NANX up 11. BLSP up 11 with news. AETI up 10. PLUG up 9 with volume, news. ERII, BLDP up 8 with volume. SUNE up 6 with news. RVLT up 5 with news. TSLA up 3 with news.

ALTI down 54 on 341 shares. SRWRF down 26, new low. PSON down 24, new low. JUHL down 19 with volume. LSCG down 14. BOPO down 13 on 300 shares. PRHL down 13. SENY down 10 with heavy volume. ENPH down 3, new low. WNDW down 2.

STUFF

Deforestation caused Ebola outbreak: official.

"Just say no" to EPA clean power rule risks electric reliability: grid operator.

Salmon baked to death in Sacramento R. despite efforts to insert cold water.

Coast Guards of Arctic nations pledging cooperation.

Unusual flower bloom after heavy rains in Atacamba Desert.

China mulling wind/solar tariff cuts through '20.

Cholera epidemic spreading in Iraq with floods.

Yemen to be hit by 1st hurricane in recorded history. Up to 8 years of rain in 1 day in parts of country.

Great Lakes states concerned over plastic microbead contamination.

California slapped Beverly Hills, other water wasters with fines.

California bark beetle infestation epidemic.

Antarctica gaining ice: NASA.

White House held summit on nuke power.

Kansas extending restrictions on disposal wells.

World's 2nd-largest shipbuilder betting on LNG.

RWE to build 336Mw wind farm offshore England. Teaming with UK Green Investment Bank, Siemens, Macquarie. $2.3B projected cost. 6Mw Siemens turbines.

Iraq needs 1.3Mb/d more oil exports, $70 oil to balance its budget. Sauds need $100 oil.

Iran plans to increase oil production by 500Mb/d, expects other OPEC members to decrease production to accommodate.

Entergy to close another nuke plant in US northeast.

Orix completed 22MW solar plant in Japan.

Kyocera, Century Tokyo completed 9Mw solar farm in Japan.

Final bids for 850Mw wind tender in Morocco.

MONDAY OPEN .... MARKET UP 96/34/12

WTI over $46, Brent over $49.

US manufacturing stagnant in Oct.

(stock #s in %):

OPTT up 20. SENY up 19 with heavy volume. ZAAP up 19. ABGB, LEDS up 16. FCSMF up 14. VSPC up 13. CSUN up 7. ELON up 6. FCEL up 5 with news. SUNE up 4 with news. VWDRY up 1, new high.

SRWRF down 41, new low. JUHL down 35. PSON down 23. BOPO down 13. XSNX down 10. ENPH down 6, new low. SCTY down 4.