126K NEW US JOBS IN MARCH. Still missing about 3M jobs. At least .... China/US growth fund bought Philip's LED biz for $3.3B. (Watch CREE, RVLT, LEDS, LSCG) .... Canadian Solar (CSIQ) completed 40Mw of projects in UK .... Quantum (QTWW) deal for 319 more CNG fuel systems for UPS heavy duty trucks .... Philippines plans to add 50Mw small hydropower .... GE unit, Pacifico building 96Mw solar plant in Japan. Trina modules. GE inverters. Online early '18 .... New NY budget includes sales tax exemption for el generated, sold from customer-sited solar .... Costa Rica 100% clean/ren power through 1st 75 days of '15. Heavy rains helped hydropower. 68% hydro, 15% geothermal power mix. 210Mw more geo in pipe for $958M. El rates down 12%, 1/2 of avg. LatAm rates .... Bonaire (Dutch island off Venezuela) peak power demand 11Mw. Now 12 wind turbines backed by 6Mwh batt power backed by soon-to-be generators run on algae biodiesel. El prices also have come down .... Motorola finding no buyers. (We had Motorola radio in the '60's for our construction foremen and then trucks. KBD631.) .... US natgas up to $2.71 .... World's largest oil/gas comps shed over 1B bls of oil reserves in '14 .... Happy hoppy Easter/Passover weekend to ye pards. Onward and upward.

THURSDAY CLOSE .... Market up 65/6/7. Volume light. WTI over $49, Brent over $55. US natgas up to $2.70. Iran agreement on outline for nuke bargain. Greece runs out of cash next week. ISIS kicked out of Tikrit. Shi'ite rebs pushing into Aden in Yemen. Kenya university massacre. Canada GDP down .1% in Jan .... (stock #s in %) BSRC up 33. GEVO up 15. AWSL up 14. PSPW, NANX up 11 with volume. DPSM up 10. SEDG up 3, new high .... ASPW down 41. CGYV down 20. SLTD down 11 with volume. PRHL down 10. GPRC down 9 with volume. AXPW down 7 with volume .... Well, break the bread and have some wine, pards. Have a nice weekend.

OVER 50GW OF WIND POWER INSTALLED GLOBALLY IN '14. Total capacity now ~370Gw. China put up 23Gw in '14, their total now over 114Gw. Industry expects '15 to top 50Mw, est. 60Gw/yr by '18 .... Mandatory 25% water restrictions for Cal urban residents. Cal drought worsened by global warming climate change: scientists .... Record high temps on Antarctic Peninsula in latest summer. Ice loss accelerated on continent .... Record high temps in March in US west .... Plastics piling up in Mediterranean .... Roundup classified as "probable carcinogen" .... Portland, OR banned use of "bee-killing" chems on city land .... LED-lit indoor farms yield more crops with no pesticides .... No signs of spillage from deadly Gulf of Mex oil rig fire .... Oil/gas industry lost near 100K jobs so far .... US crude inventories up 4.8M bls last week .... Wyoming winter ozone linked to driller's wastewater plant .... BP arguing it won't be able to pay all of US fines for Gulf of Mex spill without financially dismantling its US oil subsidiary .... Solar Frontier completed 150Mw CIGS solar panel factory in Japan .... Duke plans 500Mw of solar in Florida.

THURSDAY OPEN .... Market up 63/5/7. Volume light. WTI over $49, Brent over $55 .... (stock #s in %) AWSL, PSPW up 11. GEVO up 10. SEDG up 2, new high. SUNE up 1, new high .... CGYV down 20. BFRE down 19. BLQN down 16. SLTD down 2 with volume.

WEDNESDAY CLOSE .... Market down 78/20/8. Volume normal to light. WTI up over $49, Brent over $56. US natgas down to $2.60. McDonald's pay raise, paid vacation for some. ISIS infiltrated Palestinian refugee camp in Damascus. Jordan closed its borders. Japan won't join China "world bank". IMF backing China plan to make Yuan a global reserve currency. Cal ordered unprecented limits for water use. Super typhoon headed for Micronesia. NJ senator indicted for corruption. Ark gov won't sign religious freedom bill. Bernanke/Summers blog skirmish .... (stock #s in %) WWPW up 68 with volume. BLQN up 20 with volume, up 12x in last 12 months. LEDS up 15. BBLU up 13 with volume. ERII up 11 with volume, news. EVSI up 10 with volume. BYDDF up 10. RVLT up 5 with volume. SUNE up 4, new high with volume. JASO up 2 .... LEXG down 38. ALTI down 23 on bottom. PSPW down 21 with volume. GEVO down 17 with volume. LIME down 14. CREG, SENY down 11. JUHL, ASTI down 10. AXPW down 8 with slimmer volume. WNDW down 3.

OVER $2T INVESTED IN CLEAN/RENEWABLE POWER GLOBALLY LAST 10 YEARS. $270B spent in '14 for 103Gw. China most with $83B .... ADM adopted no deforestation policy .... Satellites show planet getting greener despite mass deforestation .... EU plan to end overfishing in Baltic Sea .... Hurricane-force winds killed 4 in Netherlands rare spring storm .... Interior Dept gave final approval for oil/gas lease sale in Arctic Ocean .... Methane leaks from US natgas pipe network far below EPA estimates after upgrades: study .... Reprogramming traffic lights could cut urban emissions: MIT research .... USDA wants dairy farms powered by methane from manure .... 18 state attorneys general sent EPA letter calling for end of Clean Power Plan .... Oklahoma oil production near double from '10 .... US gasoline demand up 6% in Jan, largest surge in over 20 yrs .... Oil/gas comps operating on Utah public lands have yet to plug, reclaim over 1K non-producing wells: BLM retiree .... US OPEC imports at 28-yr low .... Kansas linking quakes to oil/gas drilling. Sharply limiting well waste disposal, drilling activity in 2 counties .... New Mexico county pulled anti-fracking ordinance .... NY court refused to extend energy leases linked to fracking .... EPA released analysis of fracking ingredients .... Health professionals calling for 5-yr ban on fracking .... Venezuela slashed crude subsidy program with Cuba, Caribbean .... TX Jan oil production down 11% - 8.5M bls - v. Dec. NG production down 8% - 43BCF. Condensate production down 10% - 1.2MBOE. 45% drop in new oil wells completed in Feb v. Feb '14 .... Major NG discovery offshore Tanzania. 1-1.8TCF. Statoil. Now 8 significant discoveries offshore E Africa. Tanzania est. 53TCF recoverable NG reserves .... Dominioin to build 1.6Gw combined-cycle NG power plant in VA. Cost over $1B. Online in '19 .... Atlantic Power sold 521Mw of wind power to Terra Form (TERP) for $350M .... Broadwind (BWEN) $13M of new orders from US wind turbine maker .... Solar Power (SOPW) sold 6.4Mw project in Japan .... Pakistan OK'd guarantees for 5 230Mw wind projects. All online by '17. Pakistan soon to get $500M loan from IMF .... Vestas order for 21Mw Costa Rica wind project. Online by '16. 3Mw turbines .... UK comp invested $63M in 3 solar projects. Bought 100% of 2 projects of 15.3Mw, 8.2Mw; 64% stake in 14.7Mw project .... UK Green Investment Bank so far raised ~1/2 of $1.5B target for offshore wind fund .... Southern buying 299Mw Okla wind farm when completed. Siemens turbines .... Enel selling 49% stake in US clean power assets unit to GE for $440M. 760Mw of assets including 200Mw wind project in construction .... Enel OK'd 9B Euro capex budget for clean/renewable power projects .... EBRD backing Slovakia clean/ren power with 20M Euro loan .... DOE IG reported late night fights - some with death threats - among agents responsible for transporting US nuke weapons.

WEDNESDAY OPEN .... Market down 76/49/15. Volume normal. WTI ~$48, Brent over $55. US manufacturing expanded slowest since May '13 in March. ADP March private sector jobs disappointed. UK manufacturing up. Russia econ up .4% 4Q14. Iran deal "at hand": Russia FM .... (stock #s in %) WWPW up 26. ERII up 17 with news. AWSL up 17. PSON up 16. LTBR up 12. BLQN, BYDDF up 10. SLTD up 8 with volume after reporting. BBLU up 7 with news. QTMM up 6 .... DSTI down 36. LEXG down 26. JUHL down 10.