WEST US DROUGHT WORSE THAN ANY SINCE 1100s. More area of west in persistent drought last 15 years than in any other 15-year period since 1150s, 1160s ... Despite cooling periods, US northwest steadily warming since 1900: study ... Particulates, ozone, smog coupled with extreme temps more dangerous health threat than each individually: research ... Europe pushing Obama to go for treaty for intl climate agreement ... Food security in Africa at risk from global warming, climate change: report ... Georgia car dealers want Tesla (TSLA) store shuttered for selling too many Teslas ... PG&E should pay $1.4B for San Bruno natgas pipe blast in '10: judges ... Halliburton to pay $1.1B to settle BP Gulf of Mex blowout ... Drillers hit hot pools a mile below Paris to heat homes ... Scientists using bacteria for breakthrough renewable propane ... China to launch world's largest carbon market in '16: official ... Delhi India plans net metering to spur rooftop solar ... Pacific Ethanol (PEIX) bought 5% more ownership in its plants for $6M. Now 96% ownership. 4 plants combined capacity 200M gal/yr ... Austin City Council passed resolution to require Austin Energy to get 60% of its power gen from clean/renewable power in ten years, carbon-free by '30. Wants 600Mw solar by '17. Mandates city support in building 200Mw rooftop solar. TX now has 213Mw solar installed ... Russia, China launched construction of natgas pipe from Siberia to China ... India's main power utility forced to shut down 46% of coal-fired capacity. Insufficient supplies reaching plants ... EPA approved 1st ever underground CO2 storage permits ... Tesla's gigafactory will dwarf lithium-ion battery demand with 50% overcapacity: report ... Report links PA prison cancer deaths to coal ash dump ... National Grid (UK) opened tender for added winter power reserves ... Aventine completed $13.2M upgrade to natgas boilers from coal at IL ethanol plant ... ReneSola to develop 13Mw solar project in England. Online by yearend ... Duke Energy to build, op 110Mw wind farm in TX. 2Mw Vestas turbines. Online in '15 ... LG Electronics N America to supply Borrego Solar with 24Mw of panels through '15 ... Eco Wave Power (Israel) to raise $5M to develop tech, projects. Project pipeline 79Mw ... Wuxi Suntech targeting $2.5B investment in 1Gw of solar in Japan ... RET recommendations threaten survival of Australia's last solar panel maker ... Quebec shelved 450Mw wind tender.

WEDNESDAY OPEN ... Dow up 61, Naz down 1, SP up 4. Volume slightly heavy. WTI over $94, Brent over $101. Ukraine ceasefire hopes ... (stock #s in %) CBEH up 32. BLQN up 30. MDDD up 22. ALTI up 17. AMPD, BFRE up 16. NGLPF up 10. TSLA flat after hitting another new high .... ASPW down 33. XDSL down 18. GERS down 17. CNTO down 16. CSGH, LEOM down 15. ASTI down 14. LMRMF down 10. NENE down 8, another new low.

TUESDAY CLOSE ... Dow down 30, Naz up 18, SP down 1. Volume above avg. WTI over $93, Brent over $100. US natgas $3.92. US airstrikes still hitting ISIS near Mosul dam. Walesa: arming Ukraine could lead to nuclear war. (Too much nuclear war talk flying around.) Ruble hitting record low vs. dollar ... (stock #s in %) WTWO up 50. BSRC up 33. XDSL up 22. DSTI up 18. PTOS up 17. CPWY up 16. PRHL up 10. CDXS up 8, new high. CSIQ up 8 with volume, news. EFOI up 8, new high. NTCXF up 5 with volume, news. TSLA up 5, new high, upgrade, volume, news. ABGB up 1, new high with upgrade. PEIX up 1, new high with news .... MDDD down 28. PWDY, NORX down 25. CABN down 22 with volume. CRCL down 21. GERS down 20. CSOL down 16. LEXG down 14 with volume. ECAU down 14. LSCG down 12, new low with volume. CBWP down 12. CBEH, TMEN down 11. NENE down 6, new low with volume.

PUTIN RAISED NUCLEAR OPTION OVER UKRAINE. (Good God, Vlad. A little suicidal now? Billionaires don't like that kind of talk.) ... Solar World Americas wants stiff new US tariffs against China comps that use, hack proprietary company info ... Global warming could reduce river flows by spurring plant growth: study ... Growing global meat, dairy consumption unsustainable: study ... N Atlantic cod populations continue decline ... Puget Sound orca population down ... EPA staff calling for lower ozone standard ... DOE panel members get consulting cash from labs they oversee ... Conti bought 11Mw of modules from Canadian Solar (CSIQ) ... Coast Guard testing drones for emergency oil spill response ... Global oil production costs growing ~10%/year ... Summit Group (Iowa) to build $140M corn ethanol plant in Brazil ... 25M gal/yr ethanol plant in S Dakota back online. Idle for 18 months. Margins better. Record US corn crop ... China biodiesel demand to double by '17 from '13: report. Up to 2.5M tons/yr (832M gal by my math). Their biodiesel production 1-1.2M tons in '13 with 3.7M capacity. 2.7M more cap proposed or under construction ... Rosneft bought 30% of Norway's North Atlantic Drilling for $4.25B. Rosneft also to use 6 NAD offshore oil rigs until '22. Deals went through despite sanctions ... ORNL experimenting with using discarded tires to make better lithium-ion batteries ... 2.2Mw solar project completed in Samoa ... Inedible crop biofuels need govt mandates: Novozymes. EPA 8 months late on RPS ... Hitachi unit, Etrion to build 24.7Mw, 9.3Mw solar plants in Japan. Part of 300Mw commitment ... Vestas deal to supply 58Mw of wind turbines for EDF Poland project. Online late '15 ... Scottish Equity to invest in ~10 Brit energy efficiency, district heating, small hydropower, heap pump projects with new $306M fund backed by SSE ... Trina Solar bought 90% of power plant developer Yunnan. Yunnan developing 300Mw solar project in Yunnan ... EDP US unit got $33M finance commitment to help build 30Mw solar project in Cal. Online in 4Q. So Cal Ed PPA ... New $100B BRICS bank to focus on sustainable infrastructure ... Jolywood Suzhou Sunwatt (China) raised $62.8M in IPO ... US electrical unions launching net-zero energy training center in LA.

TUESDAY OPEN ... Market up 6/13/-- Volume a little heavy. WTI over $94, Brent over $101. US manufacturing up fastest in 3 years. Ukraine cites 15K Russian troops, rebels ... (stock #s in %) MDDD up 37. BSRC up 33. ASTI up 19 with volume, news. AMPD up 12 with news. PRHL up 10. LSCG up 9. EFOI up 6, new high. NTCXF up 5 with news. TSLA up 3, new high, upgrade. PEIX up 1, new high with news .... CSOL down 31. ENSL down 25. CCTC down 18. PWDY down 15. ECAU down 14 with volume. CBEH down 12. LEXG down 11. GWBU down 10. NENE down 5, new low.

RUSSIAN TROOPS REPORTEDLY MASSACRED Ukraine soldiers waving white flags ... UK has plan to cut off Russia business from rest of world ... Iraq asking UN to examine ISIS attacks on civilians for human rights violations ... Greenland, Antarctic ice sheets melting at unprecedented rate: German research. Both losing ice at 500 cubic kilometers/year. Greenland's at 375. Greenland ice over 2K meters thick on avg. Antarctic bedrock supports 61% of Earth's fresh water. W Antarctic sheet losing ice rapidly, growing in E Antarctic ... Stanford U scientists have water splitter (for hydrogen) that runs on single AAA batt ... China manufacturing slowing. Demand down ... NE Turkey farmers found 2-headed snake.

UKRAINE TROOPS RETREATED FROM LUGARSK AIRPORT after attack by Russian troops. Russian troops moved into key E. Ukraine cities on Monday. Putin urged EU to use "common sense" over new sanctions ... IAEA says Iran has agreed to provide info on nuclear weapons program ... Jordan's exports to Iraq cut off by ISIS at border. To lose $1.2B/year ... Australia study concluded if GHG emissions keep rising any chance of hiatus in global warming - 10 years with no significant warming - drops to virtually zero after '30. Unlikely we get another decade of no warming before '30. Hiatus can be triggered by volcanic eruptions that spew particles into the air, reflect sunlight away from Earth. After '30, though, volcanoes unlikely to cause hiatus ... Sea levels around Antarctica '92-'11 rose 1/3 faster than global avg from high meltwater runoff. Fall in salinity, freshwater less dense. 250-450B tons/yr freshwater influx would explain rise ... In August, Arctic Ocean with at least 15% ice cover. Highest since '06. Also growing thicker over past year. (Well, we had that polar vortex in winter and early summer. Go fig.) ... California trying to curb private drilling for water ... Last hydropower dam (12Mw) removed from river in Olympic Natl Park. Opens full river to salmon, restores fishing rights for Native Nations ... OPEC oil production up to 1-year high in August to 31Mb/d. More from Nigeria, Angola, Sauds. Less from Iran, Venezuela ... 176MCF/d Iran-to-Iraq natgas pipe ready for testing ... India Supreme Court ruled all coal mining licenses issued since '93 illegal. Govt lost up to $31B without competitive bidding. 20% of country's production affected ... Rapid oil production growth in Permian Basin (TX) outrunning ability to get it to markets ... TX Railroad Commission reported TX July oil production avg. 2.15Mb/d, up from 1.68M year ago. June natgas production 602BCF, up 8% on year ... High prices, competition from more efficient diesel engines, lack of NG fueling stations dampening demand for NG-powered trucks. (Looks like T. Bone was just hawking his own interests.) ... Norway still has ~10B bls oil undeveloped. ~6B economic at current prices. Production beyond '15 to be lower than expected from less investment ... Appraisal well in Tanzania yielding 100MCF/d. Supports development of LNG hub ... 2 Japan comps completed 8.2Mw solar project in Japan ... Infigen - Australia wind operator - to focus on US solar amid Australia policy uncertainty ... Suzlon to install up to 400Mw solar in India ... LDK Solar started restructuring.