Monday, May 4, 2015

MONDAY CLOSE .... Market up 46/11/6. WTI ~$59, Brent over $66. US natgas up to $2.79 .... Increased fighting in E Ukraine last few days .... (stock #s in %) DPSM up 100. CSGH up 62 with volume. EWRL up 37. SWET up 15. CERE, BSRC up 12. ACFN, WPRT up 10. LEOM up 9, new high with volume. LYSDY up 9. AWSL up 8, new high. AMTX up 7. SEDG up 6, new high, news .... CSOL down 42. GPRC down 33. MGLT down 25. RGSE down 13 with volume. SENY down 10 with volume. OOIL down 10, new low. WEST down 10. ABAT down 9. CLNE down 7 with volume. ENOC down 4 with volume. BWEN down 1, new low with volume.

ARCTIC OCEAN ENTERING "NEW ERA" FROM GLOBAL WARMING CLIMATE CHANGE: STUDY .... Arctic ice researchers presumed drowned .... Countries' pledges to slash carbon emissions "deeply inadequate" to take them to safer levels by '30: study .... At-risk countries to UN: 2* temp increase target "inadequate" .... Global warming climate change increasing range of Lyme disease ticks, extending amount of time ticks can feed: study .... Herbivores facing imminent extinction: study .... Volcano erupting on Pacific Ocean floor .... Clean Power Plan would protect public health as much as high carbon tax: study .... Australian economist: Tesla "Powerwall" batt can solve global warming climate change .... Childhood air pollution exposure lowers IQs: study .... US House passed $34B energy, water spending bill. Wants to block enforcement of light bulb efficiency reg, fund reopening of Yucca Mountain .... US energy demand to grow avg .3%/yr next 25 yrs: EIA .... Swarthmore declined to divest fossil fuel investments .... Fossil-fuel-free investment portfolios up near 2x last 2 yrs in US .... Cheaper el makes solar less appealing in Carolinas: Duke CEO .... Food scraps at Cleveland Indians' games processed into power, fertilizer. Browns started last year. Waste-to-power mart could generate $40B of revs over next decade: Navigant. Now $500M/yr in US .... Xcel Energy to disqualify most of 560Mw proposed solar projects in MN within month .... Xcel also to develop 200Mw wind project in ND abandoned by Geronimo. Online by '17 .... Terra Form (TERP) bought 25Mw solar power from Invenergy. Increasing credit facility commitments to $650M. Also mulling up to $1.5B sale of EverPower .... Pattern Energy (PEGI) bought 150Mw Indiana wind farm from Pattern Development for $127M .... Chev Volt price cut to $34K .... Access Power MOU to develop 65Mw solar in Egypt. Also discussions to build 50Mw wind in Egypt. Total cost est ~$200M. Groundbreaks in '16 .... Solar Edge (SEDG) partnering with Tesla (TSLA) on "Powerwall". SEDG record high today .... Dominion bought 20Mw California solar farm from E.ON .... JP Morgan top green bond underwriter .... Fed judge ruled Feds must pay some of Katrina flood damage costs because of Army Corps Engineers' work .... China scrapped rare earth minerals' export duties, quotas.

MONDAY OPEN .... Market up 78/22/8. Volume normal. WTI over $58, Brent over $66 .... US factory orders up. China manufacturing weakened in April .... Russia signed on to $100B BRICS fund to rival IMF. Russia debt-to-GDP only 13%, lower than most countries. All public Russian equities' valuations now total $510B .... Saud-led troops on ground in Yemen .... (stock #s in %) CSGH up 29. BSRC up 25. SWET up 15. ACFN, AMTX, LEOM up 9. SEDG up 7, new high with news. BWEN up 1 after new low .... RGSE down 11 with volume. WEST down 9.

Friday, May 1, 2015

LAB MICE FED JUST 33% GMO DIET BEGAN DEVELOPING AGGRESSIVE CANCERS (particularly breast), liver and kidney failure. Early deaths equivalent to 40-50 human yrs. Still no lifetime studies on humans. GMO crops are cheaper to grow. GMO's in over 30K food products now. (At least can't we get GMO labeling in our groceries? This is criminal.) .... "Likely long-lasting" eco effects from oil/gas drilling: Montana study .... Animal extinctions will accelerate with global warming climate change: studies .... US missed climate fund deadline .... Venezuela to ration electricity amid heat wave .... US, Canada overhauled crude-by-rail regs. Will change entire US tanker fleet in 5 yrs .... Feds set 10-day red snapper season .... Cold water cod more vulnerable to global warming than previously thought .... LA state bill would hike oyster lease rate 50% .... Drought allowing early access to Yosemite Half Dome .... Fed court threw out EPA standards for backup generators .... Marijuana sales halted in Denver over pesticide concerns .... AZ state lawmakers banning plastic bags. (Or banned banning them. Not sure here.) .... Cal man punched bear to save dogs .... 2-headed calf born in FL .... Chile volcano erupted for 3rd time .... Structural collapse at Watergate complex in DC .... Artificial photosynthesis breakthrough from DOE, U Cal Berkeley .... Advanced biofuel ventures raised $1.26B in last 12 months, up 3.2%. 44 deals, up 16%. Deal size down 17% .... EU countries reached deal on carbon trading reforms .... SPWR, FSLR Q losses .... Ameresco (AMRC) to build 18.6Mw solar at MD Army base .... Tesla, of course, unveiled their power storage batt .... China scaled back shale gas subsidies .... 720Mw hydropower project in Pakistan 1st finance from $40B China fund .... US oil production decline begun because cash flow for comps too low to complete most wells being drilled. They need $75-85 oil .... Gazprom profit down 86% in '14 .... Atlantic Wind & Solar (AWSL) completed 3 rooftop solar projects in Canada. 250Kw total for $1.57M .... NextEra Yieldco bought $412M of wind assets .... REC Solar $803M revs in '14 .... Datang Huayen to build 50Mw China wind .... Brazil awarded 111.4Mw new biomass contracts .... UK beating Germany, India in solar installs lately .... World Bank, Clean Tech Fund providing $149M for 75Mw of solar in Morocco .... Yingli able to make $200M debt payment next week, but still weak .... Path cleared for WY to NV powerline. Should spur WY wind development .... DOE $73M settlement with NM over radiation leak.

FRIDAY OPEN .... Market up 120/38/13. Volume normal. WTI ~$59, Brent over $66 .... US manufacturing held slow growth rate. Constructioin spending down .6% .... Sauds foiled ISIS attack on US embassy .... (stock #s in %) BLDW up 55. WSGP up 41. BFRE up 40. PPRW up 35. AWSL up 26, new high, up over 3x in 12 months. ENOC up 22 with volume, news of TSLA collab. GPRC up 20, up 12x in 12 months. EWRL up 17. RGSE up 14 with volume. AMLM up 12. SEDG up 8, new high .... DPSM down 16. MMMW down 12. XDSL down 10. ASTI down 9. PANL down 2, new low.