(stock #'s in %)
Market down 264/59/28. Dow, Naz down to or below 200-day lines. Volume a little heavy. Oil back under $86. EC lowered Euro region growth outlook for '13 to .1% from May's 1%.
LEOM up 40. CPWY up 37. CGYV up 27. AMRS up 25, up to 50-day (bottom) lines. SENY up 16. SOPW up 10. ASTI, WTWO up 6. ASTI back to bottom (200-day) line. GRPH up 5.
GWBU down 28. BSRC down 27 on 109 shares. RBCN down 21, new low. CWET down 20. AONEQ down 19. XDSL down 18. QTMM down 15. PSPW, NGLPF down 11. ABAT, CCTC, CERP down 8. NENE, XSNX, VSPC down 4. ORYN down 2.
Wednesday, November 7, 2012
Tuesday, November 6, 2012
TUESDAY CLOSE
(stock #'s in %)
Market up 133/12/11. Volume normal. Oil squirted up to over $88. Dollar, Treasuries down. US no longer in top 10 prosperous countries: Legatum Inst. Well, I bet US comes back.
CSOL up 177 on 520 shares. ECOS up 39. May be heading up. WWPW up 28. WTWO, CRCL up 25. ENOC up 20. Big jump off month slump. CSGH up 17. PEIX, XDSL up 12. Um, PEIX up 12. Over 50-day lines. EVSI, CGYV up 11. FSLR up 6. Pick up off 50-days. NTCXF, GRPH up 4. XSNX, ORYN up 2. NENE, VSPC flat.
SLMU down 33 on 3K. GWBU, BHWX down 30. GWBU day 3 of something. APWR down 28. SOPW down 24. ASIUF, SENY down 17. BOPO down 16. VNDB down 14. INIS down 13. ACPW down 11, reverse stock split coming up.
And here comes election results. Onward and upward, pards. Happy trailers. Vaya con Dios.
Market up 133/12/11. Volume normal. Oil squirted up to over $88. Dollar, Treasuries down. US no longer in top 10 prosperous countries: Legatum Inst. Well, I bet US comes back.
CSOL up 177 on 520 shares. ECOS up 39. May be heading up. WWPW up 28. WTWO, CRCL up 25. ENOC up 20. Big jump off month slump. CSGH up 17. PEIX, XDSL up 12. Um, PEIX up 12. Over 50-day lines. EVSI, CGYV up 11. FSLR up 6. Pick up off 50-days. NTCXF, GRPH up 4. XSNX, ORYN up 2. NENE, VSPC flat.
SLMU down 33 on 3K. GWBU, BHWX down 30. GWBU day 3 of something. APWR down 28. SOPW down 24. ASIUF, SENY down 17. BOPO down 16. VNDB down 14. INIS down 13. ACPW down 11, reverse stock split coming up.
And here comes election results. Onward and upward, pards. Happy trailers. Vaya con Dios.
STUFF
TOP STUFF
Sandy fallout: NJ senators asking EPA to ease shipping rules; 2% biodiesel blending requirement suspended in PA until next week.
Iran to increase naval presence in Persian Gulf to strengthen its authority over 3 small islands which UAE claims.
Chesapeake Energy-backed company and Oxford Catalysts planning US factories to make fuels from NG within 2 years. Cheaper, easier to make than oil-based fuels from refineries.
China initiated WTO case against EU solar subsidies, mostly in Italy, Greece.
S Korea shut down nuke plants with unauthorized parts.
Gazprom investing ~$38B to connect Arctic NG deposit to existing NG pipeline system. They also say the abundance of conventional NG reserves in Russia suggests its premature to start full-scale investigation of shale reserves.
Tullow Oil announced discovery of more oil deposits in Kenya.
OTHER STUFF
Toronto now getting Marcellus Shale NG.
TEP (Japan) raised planned use of LNG, coal, crude oil. Cut planned use of more costly heavy fuel oil.
Pakistan pushing waste-to-energy with support for 247Mw project in addition to 57Mw currently under implementation. Projects to include industrial, ag waste as well as biogas.
U of TX project successfully harvested, dehydrated, converted algae into biodiesel in 1-step process using resins. Amberlite anion exchange resins. May significantly lower costs of processing algae.
Former EPA air chief calls for factoring compliance costs into ozone standards.
IRS lost request to put Solyndra's bankruptcy plan on hold.
Bankruptcy court OK'd Chinese comp's finance plan for A123 (AONE).
Anonymous donor gave Georgetown U $20M to support enviro research.
Cornell Energy Materials Center creating palladium-cobalt nanoparticles with platinum-enriched shell that show improved fuel cell catalysis v. pure platinum. Could cut costs 5x.
Italy plans to increase oil production 150%. Current production < 100Kb/d. If successful, they'll supply themselves with 7% of their total energy demand, reduce annual energy import bill by Euro14B.
Another Cuban oil well came up dry. Govt claims offshore oil reserves ~20M bls. USGS says more like 5M. Well drilled by Venezuela state oil comp.
Consulting study shows solar power in NJ and PA delivers value to grid that exceeds its cost by large margin. Ratepayers getting 2-to-1 return on investment.
EU funding multi-million dollar energy conservation project in Jamaica.
Sandy fallout: NJ senators asking EPA to ease shipping rules; 2% biodiesel blending requirement suspended in PA until next week.
Iran to increase naval presence in Persian Gulf to strengthen its authority over 3 small islands which UAE claims.
Chesapeake Energy-backed company and Oxford Catalysts planning US factories to make fuels from NG within 2 years. Cheaper, easier to make than oil-based fuels from refineries.
China initiated WTO case against EU solar subsidies, mostly in Italy, Greece.
S Korea shut down nuke plants with unauthorized parts.
Gazprom investing ~$38B to connect Arctic NG deposit to existing NG pipeline system. They also say the abundance of conventional NG reserves in Russia suggests its premature to start full-scale investigation of shale reserves.
Tullow Oil announced discovery of more oil deposits in Kenya.
OTHER STUFF
Toronto now getting Marcellus Shale NG.
TEP (Japan) raised planned use of LNG, coal, crude oil. Cut planned use of more costly heavy fuel oil.
Pakistan pushing waste-to-energy with support for 247Mw project in addition to 57Mw currently under implementation. Projects to include industrial, ag waste as well as biogas.
U of TX project successfully harvested, dehydrated, converted algae into biodiesel in 1-step process using resins. Amberlite anion exchange resins. May significantly lower costs of processing algae.
Former EPA air chief calls for factoring compliance costs into ozone standards.
IRS lost request to put Solyndra's bankruptcy plan on hold.
Bankruptcy court OK'd Chinese comp's finance plan for A123 (AONE).
Anonymous donor gave Georgetown U $20M to support enviro research.
Cornell Energy Materials Center creating palladium-cobalt nanoparticles with platinum-enriched shell that show improved fuel cell catalysis v. pure platinum. Could cut costs 5x.
Italy plans to increase oil production 150%. Current production < 100Kb/d. If successful, they'll supply themselves with 7% of their total energy demand, reduce annual energy import bill by Euro14B.
Another Cuban oil well came up dry. Govt claims offshore oil reserves ~20M bls. USGS says more like 5M. Well drilled by Venezuela state oil comp.
Consulting study shows solar power in NJ and PA delivers value to grid that exceeds its cost by large margin. Ratepayers getting 2-to-1 return on investment.
EU funding multi-million dollar energy conservation project in Jamaica.
TUESDAY OPEN
(stock #'s in %)
Market up 80/4/5. Volume normal. Oil up over $86. France to give biz $25B tax break.
ECOS up 32 on news of final test of their genset with CAT. ENOC up 19 after reporting, beat on revs. CSGH up 17. WTWO up 8. ORYN up 7. XSNX up 5. XDSL up 4.
GWBU down 38. VNDB down 28. PRHL down 21. SOPW down 20. BOPO down 16. VSPC down 7.
Market up 80/4/5. Volume normal. Oil up over $86. France to give biz $25B tax break.
ECOS up 32 on news of final test of their genset with CAT. ENOC up 19 after reporting, beat on revs. CSGH up 17. WTWO up 8. ORYN up 7. XSNX up 5. XDSL up 4.
GWBU down 38. VNDB down 28. PRHL down 21. SOPW down 20. BOPO down 16. VSPC down 7.
Monday, November 5, 2012
STUFF
Laos gave go-ahead for $3.6B hydro power plant on Mekong rigorously opposed by neighbor countries, enviros.
NRC says ~1/3 of US 104 nuke reactors should be required to install filtering systems that cost $45M each to limit how much radioactive material/gas is sent into atmos after accident. Well, that seems reasonable. Comes from Fukushima review. Let alone Chernobyl. Or 3 Mile Island.
A climate change solution: floating schools in Bangladesh. School goes to the students when the students can't get to the school.
Panamanian islanders moving to main land because of rising sea levels. Huh. My sister and brother in FL keep telling me there's no rising GOM. And they live right on the water. Course, they're all Republicans.
Ousted Duke (Progress E) CEO to lead TVA.
DOE team stepping up to help restart NY, NJ service stations. About time somebody is.
Bill Gates backing tech that could help stall superstorms. All I got for now on facts. Bill's doing awesome work. What's Carlos Slim doing for the world?
AEP petitioning FERC to split into 2. (AEP into 2, not FERC.)
German shippers fined, blocked from US ports after dumping oil.
New Zealand coal comp ignored warnings before deadly explosion.
Italy energy shakeup including 150% boost in oil production.
Alaska oil fields that produced 2Mb/d in '88 down to 613Kb/d in '11. Ouch.
E expert: "vulnerability of our critical infrastructure has been exposed".
Increasing shale production bringing strong growth to smaller producers.
With BP buy-in, Rosneft refocusing on finances.
Canadian firm buying Utah oil producer for $861M.
Panasonic freezing new investment in Malay PV manufacturing.
How much did Obama's investments in clean energy in last 4 years alleve destruction from Sandy? There's a fed study for millions o dollars.
In '98, NREL demonstrated sunlight to get H from water @ 12.4% efficiency. Now, Japan, S Korea, Singapore on it. And this month DOE announced availability of all of $1M in grants on it. Photosynth without the green stuff. 3rd, 5th columns of periodic table. And on it goes. Why does the world fight science? Why are people? Oy.
Study: US govt underfunding hydro projects. ~ 1/4 of US hydro cap owned/operated by US Army Corps. Answer right there. US Army Corps. Federal jobs for life. Do dah. O do dah day. Decline since mid-'80's. What hasn't. 50-year life designed. But, that always means 100 years. Or more. Hoover Dam getting old.
Mexico aiming for 12Gw of wind power by '20. 1Gw now.
NRC says ~1/3 of US 104 nuke reactors should be required to install filtering systems that cost $45M each to limit how much radioactive material/gas is sent into atmos after accident. Well, that seems reasonable. Comes from Fukushima review. Let alone Chernobyl. Or 3 Mile Island.
A climate change solution: floating schools in Bangladesh. School goes to the students when the students can't get to the school.
Panamanian islanders moving to main land because of rising sea levels. Huh. My sister and brother in FL keep telling me there's no rising GOM. And they live right on the water. Course, they're all Republicans.
Ousted Duke (Progress E) CEO to lead TVA.
DOE team stepping up to help restart NY, NJ service stations. About time somebody is.
Bill Gates backing tech that could help stall superstorms. All I got for now on facts. Bill's doing awesome work. What's Carlos Slim doing for the world?
AEP petitioning FERC to split into 2. (AEP into 2, not FERC.)
German shippers fined, blocked from US ports after dumping oil.
New Zealand coal comp ignored warnings before deadly explosion.
Italy energy shakeup including 150% boost in oil production.
Alaska oil fields that produced 2Mb/d in '88 down to 613Kb/d in '11. Ouch.
E expert: "vulnerability of our critical infrastructure has been exposed".
Increasing shale production bringing strong growth to smaller producers.
With BP buy-in, Rosneft refocusing on finances.
Canadian firm buying Utah oil producer for $861M.
Panasonic freezing new investment in Malay PV manufacturing.
How much did Obama's investments in clean energy in last 4 years alleve destruction from Sandy? There's a fed study for millions o dollars.
In '98, NREL demonstrated sunlight to get H from water @ 12.4% efficiency. Now, Japan, S Korea, Singapore on it. And this month DOE announced availability of all of $1M in grants on it. Photosynth without the green stuff. 3rd, 5th columns of periodic table. And on it goes. Why does the world fight science? Why are people? Oy.
Study: US govt underfunding hydro projects. ~ 1/4 of US hydro cap owned/operated by US Army Corps. Answer right there. US Army Corps. Federal jobs for life. Do dah. O do dah day. Decline since mid-'80's. What hasn't. 50-year life designed. But, that always means 100 years. Or more. Hoover Dam getting old.
Mexico aiming for 12Gw of wind power by '20. 1Gw now.
MONDAY OPEN
(stock #'s in %)
Market flat and mixed. Naz 200-day lines holding. Volume very light. Oil staying under $85. New leaders take over China.
CRCL up 66, up to 50-day lines. OPTT up 31, back up over all lines. GWBU up 30 more, day 2 of climb over 1st 50-day. NGLPF up 29. EWRL up 23. PRHL up 20. FCEL up 18, jump from 50-days to 200's on 122Mw order. PTOS up 15. RNWEF, NFEC up 12. BLDW, MGLT up 11. XSNX up 9. WTWO up 7 more. NENE up 4.
JUHL down 26. GERS down 20. ASIUF down 17. XDSL down 16. VSPC down 13. CSGH, HOKU down 12. ZNNMF down 11. AONE down 6. GRPH down 5.
Market flat and mixed. Naz 200-day lines holding. Volume very light. Oil staying under $85. New leaders take over China.
CRCL up 66, up to 50-day lines. OPTT up 31, back up over all lines. GWBU up 30 more, day 2 of climb over 1st 50-day. NGLPF up 29. EWRL up 23. PRHL up 20. FCEL up 18, jump from 50-days to 200's on 122Mw order. PTOS up 15. RNWEF, NFEC up 12. BLDW, MGLT up 11. XSNX up 9. WTWO up 7 more. NENE up 4.
JUHL down 26. GERS down 20. ASIUF down 17. XDSL down 16. VSPC down 13. CSGH, HOKU down 12. ZNNMF down 11. AONE down 6. GRPH down 5.
Sunday, November 4, 2012
STUFF
In '02, OPEC nations produced 29Mb/d. This year expecting 36.6M. Up 1M/y since '09. '13 growth expected to be stagnant. EIA expects OPEC surplus crude production capacity dropping significantly this year, to pick back up next year.
Hong Kong put 15% tax on property buys by foreigners. 15% gain in prices since 4Q11. Japan property prices down almost 10% in same period. Singapore growing less than Hong Kong. Chinese buyers in California. Last year, avg price of foreign-bought US homes 2x national avg ( > $400K.) Usually all-cash dealios (62%). Interest in commercial property too.
In '10 and '11, US supported 65 clean/renewable energy initiatives. ~5K projects. ~30% were solar. $2.3B of DOE loan guarantees for 20 initiatives, $154M from DOD for 27 initiatives.
'11 US energy consumption (elgen and transportation) 97.5Q BTU. Oil 36%, NG 25%, coal 20%, clean/ren 9%, nuke 8% (makes clean/ren 17% in my book). Of clean/ren (9Q BTU) 48% biomass/biofuels, 35% hydro, 13% wind, 2% geo, 1% solar.
EIA: US grid-connected PV solar topped 3.5Gw in '11. ~1Gw residential, 1.5Gw commercial/industrial, > 2Gw utility.
First Wind shrunk proposed Maine project to 48Mw, ~ 40% smaller than conceived 3 years ago. Turbine size increased to 3Mw. $100M project. Radar-controlled av lighting (turns on when planes approach).
FERC approved sale of Cimarron 166Mw Kansas wind farm under construction to Next Era Affiliates. PPA with TVA.
Brookfield Renewable Energy (TSX: BEP.UN) completed $175M financing for 45Mw hydro project on Vancouver I. Online in '14.
City Labs launched NanoTritium betavoltaic batt. Draws on energy from radioactive element to provide nanowatt power for 20 years.
K Road Power, Sunpower (SPWR) completed 25Mw solar plant for Modesto Irrigation District.
Hong Kong put 15% tax on property buys by foreigners. 15% gain in prices since 4Q11. Japan property prices down almost 10% in same period. Singapore growing less than Hong Kong. Chinese buyers in California. Last year, avg price of foreign-bought US homes 2x national avg ( > $400K.) Usually all-cash dealios (62%). Interest in commercial property too.
In '10 and '11, US supported 65 clean/renewable energy initiatives. ~5K projects. ~30% were solar. $2.3B of DOE loan guarantees for 20 initiatives, $154M from DOD for 27 initiatives.
'11 US energy consumption (elgen and transportation) 97.5Q BTU. Oil 36%, NG 25%, coal 20%, clean/ren 9%, nuke 8% (makes clean/ren 17% in my book). Of clean/ren (9Q BTU) 48% biomass/biofuels, 35% hydro, 13% wind, 2% geo, 1% solar.
EIA: US grid-connected PV solar topped 3.5Gw in '11. ~1Gw residential, 1.5Gw commercial/industrial, > 2Gw utility.
First Wind shrunk proposed Maine project to 48Mw, ~ 40% smaller than conceived 3 years ago. Turbine size increased to 3Mw. $100M project. Radar-controlled av lighting (turns on when planes approach).
FERC approved sale of Cimarron 166Mw Kansas wind farm under construction to Next Era Affiliates. PPA with TVA.
Brookfield Renewable Energy (TSX: BEP.UN) completed $175M financing for 45Mw hydro project on Vancouver I. Online in '14.
City Labs launched NanoTritium betavoltaic batt. Draws on energy from radioactive element to provide nanowatt power for 20 years.
K Road Power, Sunpower (SPWR) completed 25Mw solar plant for Modesto Irrigation District.
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