FRIDAY CLOSE ... Market up 67/20/10. Volume catching up to normal. WTI over $93, Brent over $100. US natgas $3.78. Cameron: terrorist threat with Scot independence. Asteroid passing close to Earth on Sunday. Iran supreme leader said to approve military coop with US. NATO approved rapid reaction force. US, S Korea to create military unit to destroy N Korea nukes. US strike killed Somalia militant leader. (O yea. Obama's feckless: Republicans. Got to give Republicans their do.) ... (stock #s in %) PWDY up 42. UBRG, CBWP up 35. CPWY up 33. PSPW up 31. NORX up 27. IFXY up 26. BLDW up 25. NENE up 24 with update, nice turnaround after plummet. CRCL up 20. MMMW up 17. GWBU up 16. OOIL up 15. LSCG up 13. MGLT up 11. ZNNMF, ABAT up 10. EFOI up 1, new high .... AMEL down 39. AMLM, POLR down 25. LEXG down 18. CERPQ down 15. NGLPF down 13. LMRMF down 12. NAMG down 11.

GLOBAL WARMING BOOSTS CHANCES OF MEGADROUGHTS around world that can threaten civilization ... 1 in 5 Americans now affected by drought: report ... Worst drought in 8 decades in state of Sao Paulo, Brazil. Water rationing in 18 cities. Capitol city's main reservoir at 12% of capacity ... Arctic permafrost holds ~2x the carbon as atmos. NSF research reports sunlight boosts conversion of carbon in permafrost to CO2, not bacteria as previously thought. Warming could exacerbate release of CO2 from Arctic waters ... Gulf of Maine waters warming at alarming rates ... Est. 4K bl oil spill into Mexico's San Juan River after oilpipe theft attempt. Slick heading to reservoir outside Monterrey ... "Alarming" amount of arsenic found in groundwater near TX fracking sites ... Syngenta asking EPA to raise tolerance level for bee-killing chem (neonicotinoid) ... Calif blue whales have hit historical pre-whaling numbers. (At least one good story a day.) ... Premiers of Quebec, Ontario to enhance bilateral cooperation on cutting carbon emissions. (Another good one. Yay.) ... Ontario expects to add 3.3Gw new clean power capacity next 18 months. (And on it goes.) ... China's new solar policies promote distributed generation ... US can become world's clean power superpower: Hillary ... Former Treasury Secretary Paulson started climate change program at his think tank to fund research, advocate more aggressive enviro action. 1st initiative in China ... Alterra got C$110M loan for 202Mw wind project in TX, 62Mw hydropower project in BC ... Fuel Cell Energy (FCEL) to accelerate commercial development of solid oxide fuel cell tech with $7.5M contract ... $1.3B tax breaks for Tesla (TSLA) from Nevada for gigabatteryfactory ... Global lithium-ion battery market expected to grow 4x by '20: Frost & Sullivan ...BP may be fined up to $18B for Gulf disaster ... Denmark set new record for wind power use ... 1st phase 18Mw solar project for Permian Basin power ... Oklahoma governor formed committee on fracking-related quakes. Folks want action ... Nova Scotia set to ban fracking ... China's clean power comps face record ($4.6B) bond repayments in 2H14. Sinovel Wind may struggle to meet obligations, using only 20-30% of manufacturing capacity this year. Avg. cap use for global wind turbine industry ~60% ... UK offshore wind capacity set to grow to 11Gw by '20 from 3.7Gw in '13 ... E5 ethanol rollout in Vietnam at 150 stations ... Sasol (S Africa) cleared major hurdle to build US' 1st natgas-to-liquids plant in Louisiana. Army Corps of Engineers OK'd wetlands permit. Est. plant cost $11-14B ... 2 EDF nuke plants in Britain could be out of action until yearend. 2.4Gw total. More stress on grid ... All Earth Renewables started construction on near 5Mw solar to power 12 state govt facilities in Vermont. Dual-axis tracking. Sunpower (SPWR) panels ... SPI Solar (SOPW) bought right to develop, op 30.5Mw of solar projects in UK. Also rights to 50Mw more.

FRIDAY OPEN ... Market down 33/18/5. Volume near average. WTI ~$94, Brent over $101. Ukraine ceasefire. 142K new jobs in Aug: US ... PWDY up 60. CBEH, NORX up 27. BLDW up 25. CRCL, LSCG up 20. GWBU up 16. XDSL, MGLT up 11. AMPD up 10. NENE up 9 with update. EFOI up 1, new high .... WTWO down 50. AMEL down 21. NGLPF down 13. GEVO down 12. AMLM down 10.

THURSDAY CLOSE. Market turned down late on what? Reality? Market down 8/10/3. Volume near recent lower average. WTI over $94, Brent over $101. US natgas $3.80. Ukraine calling ceasefire as Russian tanks advance. Israel hit Syrian army post after "errant" fire in Golan. Chechan leader vowing to crush ISIS after threat. Taliban attacked Afghan intelligence office. What a world ... (stock #s in %) POLR up 300. AMEL up 83 with volume. (On TSLA gigafactory decision?). AMPD up 49 with volume, news. AMLM up 40 with volume. (TSLA?). AWSL up 28. OESX up 24 with volume. ECAU up 18. SPIR up 15. GPRC up 14. VOIL up 12, new high with volume. (New pump and dump?). EWRL up 11. OOIL up 10. ABGB up 4, new high with volume .... PWDY down 30. UBRG down 29 with news. CPWY down 25. NORX down 21. CBEH down 19. CSOL, MGLT down 18. CABN down 17. CBWP, GWBU down 16. LSCG down 16, new low. PTOS down 15. SSOL down 12. ABAT down 11. VSPC down 10. KIOR down 9, new low. RVLT down 4, new low. NENE down 3, new low. GPRE down 1 after new high.

WHEN TERRORISTS TAKE OVER AIRPORTS, SHOULDN'T WE BOMB THE RUNWAYS RIGHT AWAY? ISIS took that Syria air base late last month. Now threatening strikes in Chechnya, Damascus with Russian jets. Libya terrorists took Tripoli airport last month and reportedly moved airliners out. ... Back to rest of world: water wells have begun to run dry in central California ... China, India leaders to skip UN climate summit later this month ... Conventional wisdom about CO2 release from permafrost may be wrong: researchers ... Australia GHG emissions up since carbon tax repeal ... Kentucky Attorney General joining 11 other state AGs fighting proposed EPA power plant emissions rule ... Enviros suing after Kentucky passed new water quality standards for mines ... Tuscan vineyards damaging environment with pesticides: govt report ... Japan going forward with scaled-down whaling program ... Canada beekeepers filed class-action suit against neonicotinoid makers ... Perdue removing nearly all antibiotics from chicken hatcheries ... EPA to target $12M for Lake Erie algal blooms ... Hunters still shooting radioactive boars in German forests ... EU's 131 nuke reactors avg. age 30 years. France's nuke agency to make final decision in '18 or '19 to extend fleet life to 50 years for est. 55B Euros ... Australia to sign uranium export deal with India. Exports to Russia banned until further notice over Ukraine ... Tesla (TSLA) chose Reno, Nevada for battery gigafactory ... Hybrid, EV sales down this year vs. '13: report. BMW EV sales 70% more than Tesla last 4 months ... Solar City (SCTY) to open 20 new ops centers in 7 states ... Sun Edison (SUNE) to supply Chile copper mine with 69.5Mw solar power ... Chevron finalized sale of its clean, renewable power division ... Siemens, partner OK'd to start work on $510M turbine production, installation plant in England. Plans include blade plant ... BayWa bought full rights to 80Mw US wind farm ... BP found grossly negligent in Gulf of Mex disaster ... Costco to pay over $300K for violating Clean Air Act. To install ~$2M of air pollution control tech ... Nigeria oil exports expected to fall to 1.83Mb/d in Oct from 1.94M in Sept ... Water scarcity hindering China shale gas production. Largest resources in world ... POET-DSM started up 20M gal/yr cellulosic ethanol plant in Iowa. 1st commercial-scale plant in US. ~$250M invested. $105M DOE loan guarantee made in '11. Corn cob, stover feedstock. POET plans to produce up to 3.5B gal/yr cellulosic ethanol by '22 through its plants, licensing tech. RFS target 16B gal/yr by '22 ... E15 ethanol reduces cancer, smog, CO2: study. 6.6% less cancer risk vs. E10 ... Protec Fuel opening 28 E15, E85 stations in US south, southeast ... Brazil Senate approved 27.5% ethanol mandate. 25% now. Also increases biodiesel mix to 6% from 5% ... Africa's total power gen capacity 147Gw. About same as Belgium's.

THURSDAY OPEN ... Market up 68/25/9. Volume average. WTI over $94, Brent over $102. ECB cut rates, boosted stimulus. Bank of Japan kept record low rates steady. German factory orders up. 204K new US private jobs in Aug: ADP. Al-Qaeda announced jihad in India ... (stock #s in %) AMPD up 57 with news. AMEL up 44. ECAU up 18. TMEN up 16. LEXG up 13. PSPW, XDSL up 11. VOIL up 7, new high with volume (new possible pump and dump). ABGB up 5, new high. ENPH up 5, new high. GPRE flat, new high .... CABN down 17. GWBU down 16. SSOL, NAMG down 12. PWDY down 10. RVLT down 1, new low.

WEDNESDAY CLOSE ... Dow up 10, Naz down 25, SP down 1. Volume a little above avg. WTI over $95, Brent over $102. US natgas $3.85. France suspended delivery of warship to Russia. $1.5B deal. More ebola deaths than past outbreaks combined ... (stock #s in %) UBRG up 166 with news. CBEH up 49. PWDY up 33. BLQN up 30. AMEL up 28 with volume. MDDD up 27. AMPD up 26 with volume. GWBU up 25. CABN up 21. NORX, SSOL up 16. NGLPF, ALTI up 14. BFRE up 13. LSCG up 12. GPRE up 2, new high .... POLR down 80. IFXY, WTWO down 33. ASPW down 28. AWSL down 22. CPWY down 20. XDSL down 18. CNTO down 16. CSGH down 15. NENE down 13, new low with volume. ASTI, ECAU down 11. LEOM, ZNNMF down 10. RVLT down 5, new low with volume.