(stock #s in %)
Market mixed. Down down 58, Naz up 4, S&P down 2. Naz trying to hold 50-day lines. Volume heavy. Oil: WTI down under $88, Brent up over $99. NG down to $4.30.
BLQNE up 133 on 100 shares. Go figure. CSGH up 70 on 100 shs. Ditto. BLDW up 57, 2-day jump from bottom to 50 days. PWER up 56 on $1B takeover deal by ABB. NPWZ up 20. QTMM up 14, back to top (200-day) line all on 109 shs. INIS up 11. AMTX up 5, restarting 60Mg/y biofuels plant. On their bottom. NENE up 4, slowly climbing out. LEDS, ECTY up 1.
NGLPD down 28. AMLM down 22. SENY down 18, back to bottom. GSPI down 17. ALGXY down 9, new low. SWET down 7, sitting on bottom (50s) lines. ZAAP down 6, still above all lines. PSON down 4. CERP down 3. RVLT down 2, coming off high. HIIT down 2, also off highs. ORYN down 2, back below bottom (50s) lines. BWEN flat, selling idle wind turbine tower plant for $11.7M, at top (50s) lines.
Monday, April 22, 2013
Sunday, April 21, 2013
STUFF
Minnesota slipped from 5th to 7th among states with wind generation.
Ohio near 4x'd wind gen in '12.
OK lifted into 4th among states for wind power installs in '12.
Kansas went from 14th to 9th.
Pacific G&E announced "Enhanced Green Energy" option to give el customers opportunity to support 100% clean energy. Would provide customers with el from small, mid-sized solar projects in service area.
Xcel Energy's Wind Source Program - allows customers to buy wind energy - over 1Gwh since '83 - getting major push lately from business. Residential buying staying steady. Up 38% avg last 5 yrs.
Largest solar farm in Delaware - 15Mw - turned on. 43.8Mw now installed in state. juwi solar (Germany) bought the partly-developed project last year, finished it out. $50M cost.
ReneSola (SOL) won 1.8Mw Roswell, NM contract to supply solar panels. S&C El to build farm.
Idaho Power says solar won't be significant part of their power mix for next 20 yrs unless costs come down. Others say customers will put up capital for solar installs if IP will work with them. IP wanting to meet much of demand growth next 2 decades from building transmission line to bring in power from Oregon, Washington. Also looking at new NG-fired power plants and increased efficiency. Proposing raising costs, limiting reimbursements for some solar-generating customers.
KY Power's first step to diversify power from coal a 58Mw biomass plant proposal. Wood feedstock. 7% add to rates when online in '17.
Since '88, Alaska oil production down 73%. If North Slope production falls below 350Kb/d, AK could be forced to shut down pipeline. Way things going, could happen before '20.
AMEC (Atlanta) completed 1st 17Mw of Foothills solar plant near Yuma. 1st ever solar on AZ State Trust Land. Remaining 18Mw online by end of '14.
Ohio near 4x'd wind gen in '12.
OK lifted into 4th among states for wind power installs in '12.
Kansas went from 14th to 9th.
Pacific G&E announced "Enhanced Green Energy" option to give el customers opportunity to support 100% clean energy. Would provide customers with el from small, mid-sized solar projects in service area.
Xcel Energy's Wind Source Program - allows customers to buy wind energy - over 1Gwh since '83 - getting major push lately from business. Residential buying staying steady. Up 38% avg last 5 yrs.
Largest solar farm in Delaware - 15Mw - turned on. 43.8Mw now installed in state. juwi solar (Germany) bought the partly-developed project last year, finished it out. $50M cost.
ReneSola (SOL) won 1.8Mw Roswell, NM contract to supply solar panels. S&C El to build farm.
Idaho Power says solar won't be significant part of their power mix for next 20 yrs unless costs come down. Others say customers will put up capital for solar installs if IP will work with them. IP wanting to meet much of demand growth next 2 decades from building transmission line to bring in power from Oregon, Washington. Also looking at new NG-fired power plants and increased efficiency. Proposing raising costs, limiting reimbursements for some solar-generating customers.
KY Power's first step to diversify power from coal a 58Mw biomass plant proposal. Wood feedstock. 7% add to rates when online in '17.
Since '88, Alaska oil production down 73%. If North Slope production falls below 350Kb/d, AK could be forced to shut down pipeline. Way things going, could happen before '20.
AMEC (Atlanta) completed 1st 17Mw of Foothills solar plant near Yuma. 1st ever solar on AZ State Trust Land. Remaining 18Mw online by end of '14.
Saturday, April 20, 2013
STUFF
Well, we are minus 2 terrorists. Though 1 so far left to answer questions. Home grown in Boston. What happened to make those guys go over the edge? Lots of questions. Like, after running over his brother, how did #2 get outside the perimeter? What a show, though. 5 days. Not the 11 years it took to get bin laden. We're getting pretty better. Course, they were crazy stupid not to get the hell out of Boston or the country. But way to go USA and Boston. And let's pray for some comfort for our fellow families who lost someone dear or those injured Monday or later on.
Next marathon in London.
On to regular stuff.
Egypt asking Russia to help fulfill NG supply contracts with Europe.
Google says utilities should offer large customers more options for using clean energy. "Need new tariff structure that allows comps to request, buy clean energy directly from utilities."
Toshiba plans to develop ~100Mw of solar projects in Japan with Sun Ed (MEMC).
Enel Green Power (Italy) to invest $105M in Romania solar parks next 4 yrs. Total cap 55Mw.
Cummins broke ground on New Emissions Solutions plant in Germany. To design, make selective catalytic reduction dosing systems for diesel engines. Completion by '15.
Volkswagen launched enviro initiative in China. Over 2/3 of 9.8B Euro to be invested by '15 in high efficiency products, resource conserving production. Largest investment program in China's auto history. 7 new plants, 5 to start production this year.
FCEL ramping up to 70Mw run rate by May 1. Up 25%. Demand from 15Mw fuel cell park in Conn, overseas, strong project pipeline.
Mississippi 3rd state to sue BP over GOM spill.
Bonneville Power plan would share cost of wind power shutdowns. Cost would be ~$10M up to $50M with extreme peak spring runoff. Iberdrola says proposal "not there yet ... for fair, lawful solution for region."
1st landfill methane-to-el project in OK. American Environmental Landfill's 3.2Mw, $8M plant. 2 20-cylinder Caterpillar engines power generator. 70 acre site can expand to 210 for 5Mw. Landfill produces ~1,350CF meth/minute. Montauk Energy developed.
EPA list of "greenest" comps/agencies. 1, Intel. 2, Microsoft. 3, Kohl's. 4, Whole Foods. 5, Walmart. 6, DOE. 7, Staples. 8, Starbucks. 9, Lockheed Martin. 10, Apple.
US solar industry puts people to work in all 50 US states. Cal has more solar workers than actors. TX more solar workers than ranchhands. More solar workers in US than coal miners.
Next marathon in London.
On to regular stuff.
Egypt asking Russia to help fulfill NG supply contracts with Europe.
Google says utilities should offer large customers more options for using clean energy. "Need new tariff structure that allows comps to request, buy clean energy directly from utilities."
Toshiba plans to develop ~100Mw of solar projects in Japan with Sun Ed (MEMC).
Enel Green Power (Italy) to invest $105M in Romania solar parks next 4 yrs. Total cap 55Mw.
Cummins broke ground on New Emissions Solutions plant in Germany. To design, make selective catalytic reduction dosing systems for diesel engines. Completion by '15.
Volkswagen launched enviro initiative in China. Over 2/3 of 9.8B Euro to be invested by '15 in high efficiency products, resource conserving production. Largest investment program in China's auto history. 7 new plants, 5 to start production this year.
FCEL ramping up to 70Mw run rate by May 1. Up 25%. Demand from 15Mw fuel cell park in Conn, overseas, strong project pipeline.
Mississippi 3rd state to sue BP over GOM spill.
Bonneville Power plan would share cost of wind power shutdowns. Cost would be ~$10M up to $50M with extreme peak spring runoff. Iberdrola says proposal "not there yet ... for fair, lawful solution for region."
1st landfill methane-to-el project in OK. American Environmental Landfill's 3.2Mw, $8M plant. 2 20-cylinder Caterpillar engines power generator. 70 acre site can expand to 210 for 5Mw. Landfill produces ~1,350CF meth/minute. Montauk Energy developed.
EPA list of "greenest" comps/agencies. 1, Intel. 2, Microsoft. 3, Kohl's. 4, Whole Foods. 5, Walmart. 6, DOE. 7, Staples. 8, Starbucks. 9, Lockheed Martin. 10, Apple.
US solar industry puts people to work in all 50 US states. Cal has more solar workers than actors. TX more solar workers than ranchhands. More solar workers in US than coal miners.
FRIDAY CLOSE
(stock #'s in %)
Market up 10/39/13. Volume heavy, but options Friday. Naz back to 50-day lines. Oil: WTI up to $88, Brent up over $99. NG up to $4.40.
WWPW up 260, the bounce back from day before to where it was. VNDB up 100. NGLPD up 86, back to 50s. PTOS up 43, leap off top (200-days) lines. SENY up 40, bottom to bottom (50s) lines. CRCL up 35 off bottom. CSOL up 34, jump over bottom (50s) lines. AEHI up 20. APWR up 17. ASIUF up 13. AWSL up 13, jump over 50's, just under top 200. FNVRF up 12. CSGH up 11. GWBU up 11. RVLT up 8, hit new high. NENE up 4, staying above the lines. NTCXF up 2, right on bottom 200, above 50s.
WTWO down 25. CRGE down 23. CABN down 18. ORYN down 16, fall off 50s (bottom lines). XSDL down 14. CERP down 13, back below 50's. EVSI down 12, back under top 200 and 50s. GRPH down 12. AMTX down 11, back to bottom. AMPD down 11, come back toward top lines. QTMM down 11, back below bottom (200) line. PRHL down 10. HIIT down 10, off the highs. ECTY down 7, profit taking. PSON down 1.
Market up 10/39/13. Volume heavy, but options Friday. Naz back to 50-day lines. Oil: WTI up to $88, Brent up over $99. NG up to $4.40.
WWPW up 260, the bounce back from day before to where it was. VNDB up 100. NGLPD up 86, back to 50s. PTOS up 43, leap off top (200-days) lines. SENY up 40, bottom to bottom (50s) lines. CRCL up 35 off bottom. CSOL up 34, jump over bottom (50s) lines. AEHI up 20. APWR up 17. ASIUF up 13. AWSL up 13, jump over 50's, just under top 200. FNVRF up 12. CSGH up 11. GWBU up 11. RVLT up 8, hit new high. NENE up 4, staying above the lines. NTCXF up 2, right on bottom 200, above 50s.
WTWO down 25. CRGE down 23. CABN down 18. ORYN down 16, fall off 50s (bottom lines). XSDL down 14. CERP down 13, back below 50's. EVSI down 12, back under top 200 and 50s. GRPH down 12. AMTX down 11, back to bottom. AMPD down 11, come back toward top lines. QTMM down 11, back below bottom (200) line. PRHL down 10. HIIT down 10, off the highs. ECTY down 7, profit taking. PSON down 1.
Friday, April 19, 2013
STUFF
Fisker spent $660K on each $103K plug-in car. (Smart business, A?)
Area of continental US in moderate or worse drought dipped below 50% 1st time in nearly a year.
Expert: clean/renewable subsidies should be cut to save EU carbon market.
China absorbing lessons from EU while drafting its own emissions trading legislation.
Pipeline giant Kinder Morgan tripled Q profits.
Next Era proposing to shrink Blythe solar project in Cal by over 1/2 from initial 1Gw in shift to PV solar last year from CSP. They're evaluating both thin-film and PV, fixed-tilt and single axis tracking. FSLR already working with Next Era on 550Mw project in Cal.
Recent IRS ruling that storage batts for solar systems qualify for 30% tax credit. But limits on credit if batt can also store grid power.
Germany to subsidize solar energy storage in $32.6M program. 660 Euros/Kw of storage cap. Program begins May 1. Funds should be quickly depleted.
3Gw 12-yr solar project in Cal's San Joaquin Valley gone from drawing boards to review process. To be built on ag lands contaminated by selenium, salt from yrs of irrigation or drainage-impaired soils.
San Antonio city utility CPS Energy's new project - "Sun Credit" - will charge solar customers for all el they use, incuding what they produce from their own solar arrays, then credit back their solar elgen @ 5.6 cents/Kwh. Means existing, future solar installs that might otherwise pay for themselves in 10 yrs will now take 15+ yrs. In Austin, a similar program, but 12.8 cents/Kwh payback for solar.
Total production by top 5 oil majors down 25% since '04.
Ceres (Cal) net loss $9M in Q ended Feb 28 v. $6.8M loss last yr.
Cereplast (Cal) $30M loss for '12. Projecting profit next year, possibly this year.
Carbios signed 7M Euro strategic collab with INRA in France. Plastic waste recovery, bio plastics, bio polymers.
Chinese comps forbidden from investing in oil sands. But CNOOC bought Nexen for $15B.
Helius Energy opened new biomass power plant in Scotland. Will create energy using byproducts from local single malt whiskey distillery. 8.23Mw combined heat and power plant. 60.5M Pound cost.
New plasma tech could revolutionize energy generation, storage. Engineers at U of MO designed way to create, control plasma in atmos. Plasma the 4th state of matter after solid, liquid, gas. (Eg. fire, lightning, sun.) Their breakthrough allows plasma to hold itself together while it travels through regular air with no containment.
Anadarko announced discovery of huge NG field off Mozambique coast. Plans to drill 2 new wells.
1st of 4 generators at E China nuke plant online. 1Gw. Increases Fuijan's clean elgen to 45% from 42%. Construction began in '08. China has 15 nuke plants in op, total cap 12.5Gw. 32Gw under construction.
Masdar (UAE) turned on Africa's largest solar PV plant project. $32M, 15Mw plant in Mauritania. 10% of Mauritania elgen cap. Their grid mostly powered by diesel. 144Mw. Energy demand increasing 12%/y. Masdar developing 6Mw wind farm on Seychelles, project in Afghanistan to supply 600 homes with solar and 500Kw solar project in Tonga.
Area of continental US in moderate or worse drought dipped below 50% 1st time in nearly a year.
Expert: clean/renewable subsidies should be cut to save EU carbon market.
China absorbing lessons from EU while drafting its own emissions trading legislation.
Pipeline giant Kinder Morgan tripled Q profits.
Next Era proposing to shrink Blythe solar project in Cal by over 1/2 from initial 1Gw in shift to PV solar last year from CSP. They're evaluating both thin-film and PV, fixed-tilt and single axis tracking. FSLR already working with Next Era on 550Mw project in Cal.
Recent IRS ruling that storage batts for solar systems qualify for 30% tax credit. But limits on credit if batt can also store grid power.
Germany to subsidize solar energy storage in $32.6M program. 660 Euros/Kw of storage cap. Program begins May 1. Funds should be quickly depleted.
3Gw 12-yr solar project in Cal's San Joaquin Valley gone from drawing boards to review process. To be built on ag lands contaminated by selenium, salt from yrs of irrigation or drainage-impaired soils.
San Antonio city utility CPS Energy's new project - "Sun Credit" - will charge solar customers for all el they use, incuding what they produce from their own solar arrays, then credit back their solar elgen @ 5.6 cents/Kwh. Means existing, future solar installs that might otherwise pay for themselves in 10 yrs will now take 15+ yrs. In Austin, a similar program, but 12.8 cents/Kwh payback for solar.
Total production by top 5 oil majors down 25% since '04.
Ceres (Cal) net loss $9M in Q ended Feb 28 v. $6.8M loss last yr.
Cereplast (Cal) $30M loss for '12. Projecting profit next year, possibly this year.
Carbios signed 7M Euro strategic collab with INRA in France. Plastic waste recovery, bio plastics, bio polymers.
Chinese comps forbidden from investing in oil sands. But CNOOC bought Nexen for $15B.
Helius Energy opened new biomass power plant in Scotland. Will create energy using byproducts from local single malt whiskey distillery. 8.23Mw combined heat and power plant. 60.5M Pound cost.
New plasma tech could revolutionize energy generation, storage. Engineers at U of MO designed way to create, control plasma in atmos. Plasma the 4th state of matter after solid, liquid, gas. (Eg. fire, lightning, sun.) Their breakthrough allows plasma to hold itself together while it travels through regular air with no containment.
Anadarko announced discovery of huge NG field off Mozambique coast. Plans to drill 2 new wells.
1st of 4 generators at E China nuke plant online. 1Gw. Increases Fuijan's clean elgen to 45% from 42%. Construction began in '08. China has 15 nuke plants in op, total cap 12.5Gw. 32Gw under construction.
Masdar (UAE) turned on Africa's largest solar PV plant project. $32M, 15Mw plant in Mauritania. 10% of Mauritania elgen cap. Their grid mostly powered by diesel. 144Mw. Energy demand increasing 12%/y. Masdar developing 6Mw wind farm on Seychelles, project in Afghanistan to supply 600 homes with solar and 500Kw solar project in Tonga.
FRIDAY OPEN
(stock #s in %)
Market well mixed. Dow down 47, Naz up 29, S&P up 7. Volume double normal for options Friday. Oil: WTI up over $88, Brent up over $99. NG down to $4.38.
The usual suspects for opts Friday. WWPW up 256, after yesterday's plunge, right back where they were the day before, just under 200-day lines on 15K shares. VNDB up 100. NGLPD up 86, back to 50-days on 7K shares. CSGH up 58 on 100 shs. PTOS up 21, climb out above top lines on 1.8K shs. AEHI up 20, above 50s on 5K. APWR up 17 on 1K. DSTI up 14, down run since Feb. RVLT up 14, new high, up 10x since Sept. ASIUF up 13, down yesterday. GWBU up 13. LEDS up 7, back up off bottom 50. NTCXF up 2, up to bottom 200. NENE up 1.
BHWX down 38 on a few thousand shares. WTWO down 25. AMPD down 14 after 2-day jump over top lines. GRPH down 12, couldn't punch through 50s 2 days ago. ASPW down 12, going down last 12 months. CERP down 10, I would think the profit taking over. XSNX down 10, rejected by 50s again. ECTY down 7 on more profit taking. PSON down 2.
Market well mixed. Dow down 47, Naz up 29, S&P up 7. Volume double normal for options Friday. Oil: WTI up over $88, Brent up over $99. NG down to $4.38.
The usual suspects for opts Friday. WWPW up 256, after yesterday's plunge, right back where they were the day before, just under 200-day lines on 15K shares. VNDB up 100. NGLPD up 86, back to 50-days on 7K shares. CSGH up 58 on 100 shs. PTOS up 21, climb out above top lines on 1.8K shs. AEHI up 20, above 50s on 5K. APWR up 17 on 1K. DSTI up 14, down run since Feb. RVLT up 14, new high, up 10x since Sept. ASIUF up 13, down yesterday. GWBU up 13. LEDS up 7, back up off bottom 50. NTCXF up 2, up to bottom 200. NENE up 1.
BHWX down 38 on a few thousand shares. WTWO down 25. AMPD down 14 after 2-day jump over top lines. GRPH down 12, couldn't punch through 50s 2 days ago. ASPW down 12, going down last 12 months. CERP down 10, I would think the profit taking over. XSNX down 10, rejected by 50s again. ECTY down 7 on more profit taking. PSON down 2.
Thursday, April 18, 2013
THURSDAY CLOSE
(stock #s in %)
Market down 81/38/10. Volume a little heavy. Options Friday tomorrow. Oil: WTI up over $88, Brent up over $99. NG up to $4.41. IMF: US austerity may be too much too fast.
WTWO up 100. USEI up 55. Bottoming out? Not much volume. AMPD up 25, pullout from top lines. GSPI up 21. ZAAP up 15, climbing out from top lines. NTCXF up 14, back to top 50-day line. EVSI up 14, up to top (50-day) line. AMEL up 12. NFEC up 12, double bottom climb out? QTMM up 11, up to top (200-day) line. ECOS up 10, up to bottom (50) line. RVLT up 9, heading back to recent tops. ZNNMF up 9, back to bottom (200) line. XSNX up 7, up close to bottom (50s) lines. TSLA up 3, new high. Took off in Nov, not looking back yet.
WWPW down 66, fell off bottom (50) lines. CSGH down 47, ditto. BLQN down 43, ditto. SLMU down 37. AEHI down 33. CRCL down 26, on bottom. NGLPD down 23, bottom. NPWZ down 17. BOPO down 16, new low. AWSL, EWRL down 15. AWSL back to bottom 200 from top 200. CERP down 14 on the profit taking. SWET down 14, fell under bottom 200, still above 50s. LEXG down 14, bottom. HOKU down 12. SENY down 12, double bottom? ASIUF down 11. CPWY down 11. DSTI down 11. GWBU down 11. BFRE down 10. ECTY down 8, hit new high in morning. Sell, triple since Jan. NENE down 7, coming back to top lines. HIIT down 5, topping out? PSON down 2. LEDS down 2, back on top 50.
Market down 81/38/10. Volume a little heavy. Options Friday tomorrow. Oil: WTI up over $88, Brent up over $99. NG up to $4.41. IMF: US austerity may be too much too fast.
WTWO up 100. USEI up 55. Bottoming out? Not much volume. AMPD up 25, pullout from top lines. GSPI up 21. ZAAP up 15, climbing out from top lines. NTCXF up 14, back to top 50-day line. EVSI up 14, up to top (50-day) line. AMEL up 12. NFEC up 12, double bottom climb out? QTMM up 11, up to top (200-day) line. ECOS up 10, up to bottom (50) line. RVLT up 9, heading back to recent tops. ZNNMF up 9, back to bottom (200) line. XSNX up 7, up close to bottom (50s) lines. TSLA up 3, new high. Took off in Nov, not looking back yet.
WWPW down 66, fell off bottom (50) lines. CSGH down 47, ditto. BLQN down 43, ditto. SLMU down 37. AEHI down 33. CRCL down 26, on bottom. NGLPD down 23, bottom. NPWZ down 17. BOPO down 16, new low. AWSL, EWRL down 15. AWSL back to bottom 200 from top 200. CERP down 14 on the profit taking. SWET down 14, fell under bottom 200, still above 50s. LEXG down 14, bottom. HOKU down 12. SENY down 12, double bottom? ASIUF down 11. CPWY down 11. DSTI down 11. GWBU down 11. BFRE down 10. ECTY down 8, hit new high in morning. Sell, triple since Jan. NENE down 7, coming back to top lines. HIIT down 5, topping out? PSON down 2. LEDS down 2, back on top 50.
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