Tuesday, September 8, 2015
TUESDAY OPEN .... Market up 234/86/31. Volume a little strong. WTI under $45, Brent over $48 .... China stock rally despite bad trade data. China spent $236B so far to rescue stocks: Goldman .... Rupee drop to 2-yr low .... Bond mart sending Fed "all-clear" to raise rates .... German trade surplus hitting record highs .... (stock #s in %) BLSP up 42 with news. CCTC up 29, another new high with volume, up 10x from bottom. ABGB up 20. BOPO up 17. AMLM up 14. DPSM up 12. ASTI up 11 with news. AETI, SZYM up 11. BYDDF, SSNI up 10. LTBR up 9 with news. CBAK up 9. LEOM up 8, up 9x off bottom. EFOI up 6, new high, up 7x from bottom. SUNE up 5 with several news items .... MDDD down 26. FNVRF down 20, new low with volume. LYSDY, XSNX down 11.
Monday, September 7, 2015
WE'RE "LOCKED IN" TO 3-FT SEA LEVEL RISE: EXPERT .... Euro stocks up today, Asia down on China data .... Several more Canada oil sands projects to come online by '17. Could add 500Kb/d production .... US refining industry could lose $22B/yr if oil export ban removed: EIA .... EDF's 1st nuke project in over 15 yrs was to be be done in '12 for 3.3B Euros. Start date now end of '18 for 10.5B .... Court: Chevron can be pursued in Canada over Ecuador damage .... US oil prodution in Feb, March, May 80-125Kb/d lower than previous EIA estimates. June 250K lower .... US oil rig count down 13 last week .... Sauds cut monthly oil selling price for many customers .... OPEC production down 170Kb/d in Aug v. July. ~$1B lower Iraq exports from pipline attacks in Turkey by Kurds .... Rosneft CEO: Russia has potential to increase oil production to 14Mb/d from 10M now. Also could export 300BCM/yr of NG to China .... China refiners could export 44% more in Aug-Dec than 1st 7 months .... Utah oil sands project producing 250b/d at $30/bl. Plans for 5Kb/d plant at down to $20/bl cost .... Vitol: oil to stay $40-$60/bl into '16 .... Jinko Solar plans development of 2.3Gw in Egypt .... Of course, none of this matters a hoot if Jesus is returning soon.
Saturday, September 5, 2015
FRIDAY CLOSE .... Market down 272/49/30. Volume about half normal, then heavy after close. WTI ~$46, Brent under $50. US natgas $2.68 .... (stock #s in %) CCTC up 25 with volume, up 8x from 12-month low. AMLM up 20. CHGT up 13. NTCXF up 12. PSWW up 11. LYSDY up 9. EFOI, PRHL up 7 with volume. SZYM up 6 with volume. FCEL up 6. BWEN, FCSMF up 1 after new lows .... DPSM down 33, new low with volume. PSPW down 25. ASTI down 20 with volume. XDSL down 16 with volume. CBAK down 12 with volume. RNWEF down 11 with volume. PSON, BFRE down 11. BSRC down 10. WEST down 7, new low with volume. SENY down 5, new low. CREG down 3, new low. AVAV down 1, new low with volume.
Friday, September 4, 2015
ANTARCTIC ICE SHEET LOSING 134B METRIC TONS/YR. GREENLAND LOSING 287B: NASA. '02-'14 combined land ice loss from Antarctic, Greenland over 5T tons - equivalent to a cube over 11 miles each side .... Citibank forecasting avg 53Gw/yr of new solar globally. IEA forecasting 33-34Gw/yr. Citi forecasting wind installs through '20 to avg 54Gw/yr. IEA forecasting 38-42Gw .... Aspen 3rd US city to go 100% clean/renewable power .... 3T trees on earth, 46% less than before humans .... Record low river level in Poland from drought .... 3 category 4 storms in Pacific last week 1st time ever .... Finland proposing to end wind FIT .... Fuel Cell Energy (FCEL) selected for carbon capture project by DOE .... Venezuela stock market up 445% since Jan '14 while folks fight in the streets for flour .... China loaned Venezuela another $5B .... Development Environment Arrand to build 48Mw wind farm in Iran for $46M .... EDF Renewable Energy bought Own Energy, developer of mid-sized wind projects .... OneEnergy seeking OK to build 6Mw solar farm in Maryland .... Sun Edison (SUNE) to build solar panel plant in Brazil .... Vestas (VWDRY) got 40Mw order from German comp.
FRIDAY OPEN .... Market down 229/26/20. Volume slightly light. WTI over $46, Brent over $50 .... 173K new US jobs in August. Wages up. July revised up to 245K .... Canada added 12K jobs in Aug .... (stock #s in %) JUHL up 50 with volume. FCSMF up 13. PSWW up 11. EVSI up 9. NTCXF up 8. SZYM up 7. SUNE up 3. ULBI up 2, new high .... BLSP down 25. ASTI down 20. OOIL down 11 with news. SOPW down 7 with news. WNDW down 7. WEST down 5, new low.
Thursday, September 3, 2015
THURSDAY CLOSE .... Market flat/mixed. WTI over $46, Brent over $50. US natgas $2.66 .... ISIS retook part of Baiji, Iraq .... Sweden thinking of joining NATO. Mad Vlad Putin threatening military response .... (stock #s in %) BLSP up 53. PSPW up 30. CBAK up 21 with volume. ABAT, BFRE up 17. DPSM up 16. LMRMF up 14 after new low with volume. AMTX up 14. PSON up 13. CERE up 10 with super volume, news. SUNE up 10 with volume, news. SZYM up 10 .... WWPW down 22 with volume. GTATQ down 17 with volume. AMLM down 17. ABGB down 12 with news. ASTI down 12 with volume. LYSDY down 11. ACFN down 9, new low with volume. EFOI down 3 after new high with volume. AVAV down 3, new low with volume.
NEAR HALF OF 2K PUBLICLY-TRADED COMPS, MAJORITY OF FOSSIL FUEL COMPS WANT CLIMATE DEAL TO LIMIT GLOBAL WARMING: POLL .... Florida Supreme Court taking up solar choice law. 1 of 4 states denying citizens, businesses freedom to buy solar power from other than utility.... 40mw of battery storage deployed in US in 2Q, up 9x v. 2Q14 .... Coal ash contains high levels of radioactive contaminants: study .... US could replace up to 50% of its fossil transportation fuel with biogas, much of it from crop residues, waste streams ....150-250K NG vehicles in US .... Solar met 10% Japan power demand during summer peak .... 60K antelopes died in 4 days in Kazakhstan. No one knows why .... Canadian Solar (CSIQ) got 5 new projects in Brazil. Total 185Mw .... InvestBank bought 70% stake in 440Mw hydropower project in Nepal. Project cost $649M .... Tri-State, partners to build 30Mw solar plant in Colo. Juwi to build, operate. Online in spring. Tri-State also to buy power from 76Mw wind farm in Colo .... Minn Power to continue moving away from coal plants next 15 yrs. More from NG, wind, solar .... Iran's 1st pumped storage hydropower plant now online. Over 1Gwh. Iran's peak power use hits 50Gwh. 74Gw of power plants in construction, planning .... Yingli formed JV in W Africa .... REC Solar Egypt deal .... Adani Group plans $1B solar plant.
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