WEDNESDAY CLOSE ... Market up 96/36/13. Volume slightly heavy ... (stock #s in %) ... CRGE up 100. TMEN up 33. ENSL, IFXY up 25. XDSL up 22. HSOL, AMPD up 16. JASO, ASYS up 15. OPTT up 12, jump off bottom lines (50s). AQNM up 11. POLR up 10. NTCXF, BLDP, CSUN, EFOI, SSOL up 9. LEDS up 5 ... GERS, WWPW down 28. ECOS down 25. LEOM down 20. XSNX, MGLT down 16. Check that out. MKTY down 15, what goes up usually comes down. ECTY, ASPW down 14. PSON, SENY down 13. SPIR down 11. CSKH down 10. KIOR down 9, new low. RVLT down 5. NENE down 1.

STUFF ... High Plains Aquifer (US) 33% gone. High-yield crops could drain 70% by '50: report ... Study: industrial soot caused early retreat of Alps' glaciers ... Wildfires to double in size, duration by '50: study. (You, know, even 1 year ahead is hard enough to project.) ... 2 tremors hit E TX drilling area ... Chesapeake settling royalty underpayment claims in Marcellus ... Aemetis (AMTX) got EPA approval to make ethanol with sorghum, biogas with combined heat, power system (CHP). Advanced biofuels designation. Also food waste feedstock ... Biofuel use up 500% in Ireland in '12 from '07 at 128M liters. Demand seen at 500M by '20 ... TWA (Philippines) to build 30M liter biodiesel plant for $900K. Already have similar plant ... India E10 blend would take 1.5M metric tons of sugar off the table, but reduce foreign exchange expenses $1.3B ... Over 50K miles of faulty oil/gas pipelines serious US public safety threat ... 50 incidents in 24 states since Memorial Day where squirrels caused power outage ... EDF Mexico sub turned on 164Mw wind farm in Oaxaca. 2Mw Gamesa turbines ... Hikers walked 70 miles in Mass to back clean energy ... Hero Group (India) plans to build 1Gw of clean energy by '17. Completed 1st wind farm (37.5Mw). Won license to build 10Mw solar farm. Expects to build 100Mw this year ... 2 Japan comps started on 11.7Mw solar plant in Fukuoka. Online Jan '15 ... Ormat (US) finished 100Mw geothermal plant in New Zealand. World's largest binary plant. 2-yr build, $142M ... Amsterdam airport ground vehicles to run on diesel 30% from waste from SkyNRG. 25% lower CO2 emissions ... EnerCap Capital to raise 350M Euro for CEE biomass, CHP fund ... UK inviting proposals for 500M Pounds of green transport funding ... China Hydroelectric got $80M takeover offer ... OPIC (US govt) providing $45M loan for 50Mw Pakistan wind farm ... GEA report: 70 countries moving forward on near 700 geothermal projects. 11.7Gw new capacity in development, under construction. By yearend, est. 12Gw cumulative capacity online. 27Gw more being explored ... BLM proposes limiting drilling leases near NM park ... Judge halted mountaintop coal project, appeals court weighs health effects ... GA OK'd deal to delay nuke plant construction ... DOE investing $45M in accelerating vehicle efficiency ... NH AG suing Shell over oil spill cleanups ... 220K pounds of dead fish found in China river ... Johnson Controls on short list for $7B DOD program to boost clean/renewable energy use. Acciona already in ... 4.5 acre, 2.6Mw solar farm being built at Owens Corning NY plant. Constellation Energy building, will own. $8-11M. Will offset ~6% of plant's needs. State paying some cost. Chinese modules ... Solar farm built on former muni dump of Mass town now online. Will defray city's bills $80K/yr ... Cal city, Chevron unit broke ground on over 3Mw solar install to save city $45M over plant life. Online next May ... Wind energy developers in Brazil will be responsible for transmission links ... Shunfeng Photovoltaic partnering with XPCC for $2.6B, 1.5Gw solar build-out ... US holding 2nd offshore VA wind lease auction today. 2Gw site. 8 developers expected to bid ... JCM Capital (Canada) plans to buy over 300Mw of solar projects globally ... Uruguay state utility plans to invest $1.7B in clean/renewable energy ... WTI oil forecast avg. $95 in '14, Brent $101.

WEDNESDAY OPEN ... Market up 88/28/10. Volume normal. Oil: WTI over $107, Brent over $114. NG $3.64 ... Aug US auto sales up 12% ... TMEN up 36. POLR up 25. SOPW up 16, day 11 of surge. AMPD up 16, push off bottom line to next 200-day. JASO up 16 on buy call from JP Morgan, back over top lines (50s). ASYS up 15 on upgrade, jump over top lines (50s). HSOL up 14 on same JPM call, day 2 of surge off top lines (50s). BSRC up 10. NTCXF up 8, back to bottom (50s) lines. LEDS up 6 off bottom. CERP up 4 on news, strong volume ... AWSL down 43 on news, 3K shares. BHWX, LEOM down 20. CABN down 18. GERS down 14. ECTY down 10. RVLT down 4, down to bottom line (200). XSNX down 3.

TUESDAY CLOSE ... Market up 23/22/6. Volume slightly heavy. Oil: WTI over $108, Brent over $115. NG $3.67. (Stock #s in %) ... WWPW up 133. LMRMF up 30. SPIR up 29. SOPW, MGLT up 25. HSOL up 15, jump off top (50-day) lines. CSUN up 12, ditto. EWRL up 10. NTCXF up 2 ... SATCQ down 28. XDSL down 25. CRCL, VLNCQ down 22. PSON down 21. EVSI down 17. XSNX down 15. AMEL down 14. GERS, TMEN down 12. ENSL, QTMM down 10. CERP down 5. NENE down 1.

STUFF ... Radiation levels at Fukushima 18x higher than previously thought. Far higher than TEPCO equipment could detect ... El prices in S Cal grid area up 70% 1H13 yoy. Much related to shutdown of San Onofre nuke. Grid "congestion" 51% of time. Prices down in San Diego area grid ... Low estimate to replace 250 existing coal plants with carbon storage plants in US $1T. El would cost 50% more ... Crop pests on move from climate change ... 1st wave energy project stalled in OR ... India group setting up E10, later E20 pumps at 50 stations ... German ethanol production up 3x in June yoy. Improved margins from lower grain prices. 110M liters in June, up from 66M in May. 31M June '12. 60% from cereals, rest from sugar beets ... Brazil to probably import 1B liters ethanol during inter-harvest season. Most likely from US. 545M imported last inter ... TSLA opened 1st Europe Model S final assembly plant in Netherlands ... India protesters (farmers, fishers) withdrawing agitation over 9.9Gw nuke project in Maharashtra to dialogue with state. "Enhanced" compensation. Plant online in '21 at earliest. Still buying land. Civil liabilities for damages still a hurdle, along with credit and cost. Est. cost in '10 was 1T Rupees. India nuke power gen cap now 4.8Gw. Wants 63Gw by '32 ... FRV got finance from 2 Aus/NZ banks to build 20Mw solar plant in Australia with Acciona. 20-yr FIT from territory govt. Online mid-'14 ... Japan to pay Sumitomo, 3 other comps up to 75% of costs for 2 projects aiming to reduce cost of energy storage with batts. Govt goal energy storage by batts to cost $234/Kwh within 7 yrs, matching cost of pumped hydro storage now. Sodium-sulfur, vanadium techs ... China's SPV Prime Acquisition investing $380M in Romania solar. 10% interest in 50 PV plants and green certificates ... US installed 978Mw PV solar in 2Q13. 24% over 1Q. 53% in Cal ... US firms closed $67M fund to invest in over 150Mw of Sun Ed PV projects ... Blue Earth (BBLU) to make $336M from 165Mw of solar contracts over next 2 yrs ... Australia launched dumping probe into China, Korea wind towers ... IMPSA agreed on $52M finance for Argentine wind farm ... Hannaford (Belgium) store in Maine eliminating HFCs. CO2 to chill, freeze foods. More energy efficient, inexpensive. Leaks easier to fix. Refrig emissions easily 25-30% of GHG pie. Whole Foods, Caputo's to begin CO2 use this year. HFCs near 12K x more powerful GHG than CO2. 400 comps agreed to change over to CO2 starting in '15. (Yea, no hurry, huh?) ... GM boosting Malibu fuel econ 12% for $160 price increase. 3mpg jump. (If they can do that ...) ... Boise shift to rail from truck delivery dropping CO2 emiss 60% ... Solar wafer makers to raise prices in face of growing polysilicon costs. Last week poly price $16.61/Kg ... Australia launched Great Barrier Reef trust fund ... Global warming makes another Sandy-like storm less likely: researchers ... USDA sold beet sugar to biofuel producer at $2.7M loss. (What subsidies?) ... Nissan selling green car creds in Cal ... Mercedes ordered 123 more Plug Power fuel cell units for forklifts for new Ala warehouse. Last year they bought 72 ... Plug also got $650K from DOE to demo FCs for truck refrig units for Sysco. Air Products hydrogen. Nuvera got $650K too for same program ... Over 28K FC systems shipped in '12 (US or world figures wasn't said. I think it was world.) ... China set new FIT rates for solar ... Infigen won approval for new 100Mw S Wales wind farm ... Suzlon to issue $749M of new securites ... French wind, solar installs at lowest level in 4 years in 2Q13 ... Court threw out enviro challenge to new PPL power line ... Solar incentives rebound in NJ ... Suntech directors quit. Said comp has no biz plan. In bankruptcy. Comp expects restructuring framework this week ... Infinity Wind Power to build $140M 150Mw wind farm in ND. Online by '15. (Cheapest number I've seen lately.) ... Kazakhstan intro'd clean/ren FIT ... Sinovel $75M loss 1H13. Revs down 55% ... China Datang Ren Power 1H13 profit up 2x to $38M yoy. Revs up 35%.

TUESDAY OPEN ... Market up 89/41/14. Volume light. Oil: WTI over $107, Brent under $115. NG $3.66 ... US manufacturing growth fastest in over 2 yrs ... PSPW up 49. MGLT up 35. LMRMF up 29. SOPW up 25, surge continues with new high. BFRE up 24. POLR up 16. NORX up 9. ECTY up 7. NTCXF up 4. RVLT up 1 ... SATCQ down 28. LEOM, PSON down 14. EFOI down 13. SWET down 12. ENZR down 11. ENSL, MKTY, TMEN down 10. XSNX down 9. CERP down 5. NENE down 1.

LABOR DAY STUFF ... Sinopec buying $3.1B stake In Apache Eqypt stake ... No August hurricane in 11 yrs ... Possible even more radioactive leaks at Fuku. Lethal dose in 4 hrs ... Solar-powered catamaran crossed Atlantic to Belgium ... EIA: oil supply disruptions (unplanned prod, export outages) 2.8Mb/d in Aug. Up from 2.6M in July. Now est. 2.2M. Lower output from Libya, Nigeria, Sauds, Kuwait, UAE, Iraq. Export shortfall from Iran alone 2.2M. Global production ~85Mb/d, consumption ~87.2M. Down from 89M in '12 ... Sampras just won ... or on rain delay ... Surge in refined crude product from US to Europe. Tanker shortage developing. Refinery closures in Europe ... 3K gassed in Syria while sleeping. 1,500 killed so far. If Congress approves strike, only public allies France, Israel. So far ... 800 killed in Iraq in Aug. Mostly Shia bombings of Sunnis. But demonstrations over large salaries, benefits for lawmakers. Northern export pipe back in ops ... Libya tribes say $60B/yr oil revs stolen by corrupt govt officials ... Machine gun attack on container ship going through Suez Canal Saturday. 3 arrested. Army deported 3 Al Jazeera journalists over Brotherhood appeals aired ... Looking like a military slip by US over chem weapons use in Syria. Anymore and Iran would have to respond ... Russia ordered cut in oil supplies to Belarus. Questioned health standards of dairy imports after Belarus arrested CEO of Russian potash comp ... Russia-Saud strategy on oil supply/price from late July meeting? Sauds plan to employ 200 new rigs next year ... '05-'20 China oil imports 2.5Mb/d to 9.2M. US to fall to 6.8M from 10.1. Net 4M increase .... Statoil found oil off Newfoundland ... India, Venezuela hooking up on oil ... Total US oil deliveries 18.9Mb/d in August, up 1.7% yoy. 3-yr high ... Analyst: Bakken production to peak early '17 @ >1Mb/d, Eagle Ford peak mid-'15 @ >1.2M ... Recent wave small earthquakes in, around Eagle Ford. '10, '11 in Arkansas. Fracking? ... Widely used oil RR car compared to Ford Pinto. And not by Nader ... Europe NG inventories 14% down yoy ... Iran frustrated with CNPC over Phase 2 South Pars. As they were with last producers ... Record 48-state US NG production record in June ... China suspended approvals for new refineries after 2 largest missed pollution targets last year ... Navigant: biiofuels investment to top $11.5B by '20 if govt policies stay in place. 129Gw global of equiv I think they said ... U of FL study: nitrogen starvation may affect lipid accum in hours v. days ... Airbus signed agreement to make biofuels available for Russia service ... TWA to build another biodies facility in PI. 8M gal ... Suntech Solar directors quit over cash flow ... Solar powered drone can stay up 5 years ... FRV got finance for 20Mw solar project ub Austria ... NGK Insulators, Sumitomo group picked for project to cut energy storage costs. Japan to pay up to 75% of costs ... Rupee drop threatens wind industry ... 2Q: Chinese wind developers prospering while turbine makers suffer ... Forewind plans 2 1.2Gw offshore wind farms ... Jordan in talks for 120Mw solar farm.