TUESDAY CLOSE .... Market up 305/51/29. I'm thinking volume was a little heavy without checking. WTI up over $52, Brent up over $57. You know what, people appreciate gas in their tanks, heat in their homes in winter, cooling in summer. US natgas up to $2.76. S&P cut 6 Euro bank ratings, took $1.5B fine for role in ''08 great recession debacle .... (stock #s in %) WSGP up 86 with news. VOIL up 34. ADES up 28. XSNX up 26 with volume after report. CSIQ up 25 with news, volume. OPTT up 19 with volume. LYSDY, EVSI up 16. SPIR up 14. RNWEF up 13. CSUN up 12 with volume. CJES, CABN, AWSL up 12. CERE up 11. MDDD up 10 .... CCTC down 27. PTOS down 25. PSPW down 16. SSOL down 14. AMPD down 13. HSOL down 12 with volume. AXPW down 10. (Keep eye on.) RGSE down 10, new low with volume. QTMM down 7.

EPA KEYSTONE XL REVIEW: OIL SANDS DEVELOPMENT WOULD SIGNIFICANTLY INCREASE GHGs. 27M metric tons of carbon emissions/yr more than lighter crude. Equivalent of near 8 coal power plants or .5% of total US GHG emissions/yr .... SIberia warming at quickening pace. 1 of world's largest storehouses of frozen GHG gases .... 90% of China cities failed to meet smog standards in '14 .... Prelim #s: China new wind power installs over 23.3Gw in '14, up 45% from '13 .... Soy moratorium imposed by private sector alliance has been more effective at stopping deforestation in Brazil Amazon than govt regs .... Air pollution may cause increased mercury levels in Pacific tuna: study .... China to research - not farm - GMOs .... Power gen from wind, solar more feasible than nuke power in Pakistan: experts .... Smart sensors being tested on US grids could ease disruptions .... Lengthy strike at US refineries could affect 2/3 of production .... EU demand for wood pellets for powgen will buoy US forest growth: USFS report .... 1/3 of current global oil production, over 2/3 of expected increase in world supply uneconomical at $60 oil. Bank of Canada assessment: production of affordable oil at prices up to $75 peaked in '05. Global econ can't grow any more like it used to .... Hanergy Solar connected 17Mw thin-film solar to grid at China manufacturing plant. Also cools inside of plant ~3*C, decreasing air conditioning costs .... Canadian Solar (CSIQ) buying Recurrent Energy from Sharp for $265M .... New Jersey Resources unit completed 16Mw solar in NJ. 9.9Mw for $25.8M. 6.1Mw for $15.8M .... BYD Motors (BYYDF) got 5-yr, $3M income tax credit from Calif with BYD commitment to invest $51M in 2 manufacturing centers, US HQ in state. 590 jobs. Plans to deliver 20 more el buses to LA county .... GDF Suez JV to build NG combined heat, power plant in China. 37Mw el, 53Mw heat, 2.1Mw cooling. ~40M Euros. Online by '17 .... Abengoa (ABGB), EIG (US) investing ~$2.5B in JV to buy over $9B of new clean power projects .... Sharp's energy biz lost $14M last Q with solar sales falling to 349Mw from 459 yoy .... Alterra Power closed sale of 15Mw geothermal plant in Nevada .... Andhra Pradesh India new solar, wind power policies .... EDF Energy filed 30Mw UK wind farm ap .... Poland's clean/ren power mix up 9.4% in '14 .... Apple spending $2B on solar-powered data center .... Vestas got 122Mw of China wind orders .... Solar-powered trash compactors a new node on internet of things .... Anadarko liable for portion of BP Gulf of Mex spill: judge .... Drillers looking for rig storage .... Russia would lose $160B/yr at $45 oil .... Best Jan in 7 yrs for automakers.

TUESDAY OPEN .... Market up 151/16/15. Volume heavy. WTI over $51, Brent over $56 .... WSGP up 96 on news. XSNX up another 49 with volume, order news. Up over 5x since year start. MDDD up 27. CSIQ up 20 with volume, news. AMLM up 14. ADES up 13 with volume. CBAK up 13. AWSL up 12 with news. OOIL up 10 .... CCTC down 27. XDSL down 16. AXPW down 12. ABAT down 11. RGSE down 8, another new low.

MONDAY CLOSE. Market up 196/41/25. WTI up over $49, Brent over $54. US natgas down to $2.65. Armenia 4th country to join Eurasia Union. (Wow, that's a big one Vlad.) .... stock #s in % MGLT up 85 with volume. XSNX up 49 with volume. CCTC up 18. CLNE up 10. NFEC, SCTY up 8 with volume. FSLR, GPRE up 7. SPWR, SUNE up 6. CDXS up 4, new high with volume .... MDDD down 22. AETI, SPIR down 12. ADES down 11, new low with volume, news. LYSDY down 10, new low with volume. OOIL, SRWRF down 10. RGSE down 1, new low.

EU EXTENDED RUSSIA SANCTIONS TO SEPT IN EMERGENCY MEETING ON 29TH. Feb 9 meeting to discuss new sanctions. (Ruble down 15% since Jan 1.) .... World has entered peak food era. Supply increases of 21 staples beginning to wane .... Obama budget proposes $4B bonus fund for states that can best fed climate goals. Also wants steeper royalty rates for oil/gas drilling on public land, continued tax breaks for wind and solar, $1.29B aid to developing nations to help fight global warming climate change, $239M for EPA climate plans, $7.4B for clean power tech development, $500M for UN's Green Climate Fund .... Obama ordering fed to build infrastructure projects 2 feet higher to protect from climate change flooding, ocean rise .... Canada's premiers to coordinate their climate plans, carbon emissions programs, energy policy .... Rebel govt in E Ukraine allowing private coal mining .... Chevron abandoning shale natgas venture in Poland. Still assessing Romania project. Ukraine ops at impasse with Kiev. Already bailed from Lithuania project .... IFC, Cordiant Capital loaning $7M for rooftop solar in Tanzania. Off-Grid Electric raised ~$35M. Targeting 200K homes .... Libya oil minister says they're exporting 200Kb/d. ~1M bls went to US refiners in Nov .... China's factory sector slipped into contraction in Jan. 1st time in 2 yrs. Record low profits in Dec .... Gazprom Neft reserves up 11.5% in '14 to 2.55B tons oil equivalent. '14 production 66M tons .... 2 comps started building 11Mw solar plant in Japan. Online Sept '16 .... J-Power, partners to build 42Mw geothermal power plant in Japan. Online in '19 .... Siva Power raised $10M more for their low-cost solar manufacturing .... Green Investment Bank launched 50M Pound green waste fund .... Oil price drop could delay peak oil demand up to 5 yrs to '30: Bank of America .... US exported 502Kb/d of oil in Nov, imported net 5.125M: EIA .... 6-10M gal oil from BP Gulf spill settled in sediment of Gulf floor: study .... $90M of natgas - 15BCF - escapes from Boston pipes/yr: Harvard research.

MONDAY OPEN .... Market down 56/31/6. Volume heavy. WTI over $48, Brent over $53. US workers in day 2 of strike at 9 refineries. US manufacturing up at slowest rate in a year. UK manufacturing up .... (stock #s in %) MGLT up 85. NGLPF up 22. NFEC up 12. SWET up 11. XSNX, VOIL up 10. ABAT up 9. CDXS up 4, new high with volume .... CCTC down 28. MMMW down 17. CABN down 12. AXPW, SRWRF down 10. AIXG down 7, new low.

OFFSHORE ALASKA HOLDS UP TO 29B BARRELS OF OIL .... Offshore US east coast from Virginia to Georgia holds est. 3.3B bls, 31TCF natgas. Likely far higher. Drilling probably to start in '20's .... Iraq oil production up another 200Kb/d. OPEC production up 483K to 30.9Mb/d .... Shell's oil production unit made almost no money in final months of '14. They plan to cut spending $15B over next 3 yrs. Cancelled $6B Qatar project .... Chevron plans 13% capex reduction this year. 23% reduction of jobs in PA ops. New Gulf of Mex field to produce for 40 yrs. $7.5B invested there. Plus new GOM development with BP. Sold N Sea field.