Thursday, March 10, 2016

WORLD AVG TEMP COULD RISE AS MUCH AS 1.5*C BY '20: STUDY


US, Canada announced oil/gas well methane emissions reductions pledge.

Arkansas 19th state to stop planning for Clean Power Plan.

Japan court ordered nuke plant to shut down. Safety measures insufficient.

Wyoming regulators cracking down on well flaring.

Revolution Lighting (RVLT) announced 1-for-10 reverse stock split.

Comp started building 5Mw geothermal plant in Japan. Online next March.

US natgas inventories likely to end winter season 54% above last year. Prices expected to avg. $2.25/MBTU this year v. $2.63 last year.

Total world oil/gas rig count down 52% from Dec '14: Baker Hughes.

Kurds going broke with Turkey pipeline still shut down.

India proposing $746M for renewable energy ministry this year, up from $37M last year.

Gazprom Neft over 20% oil/gas increased output in '15. Plans to increase oil production 33% by '25 in Russia alone.

Big el rate reduction coming for large users in Delaware. Not so much for little users (the rest of us).

Nareva, Enel, Siemens $1.2B wind power deal in Morocco.

Argentina plans 1Gw clean/ren power auction.

JP Morgan backing away from coal investing, compares it to child labor.

Spain parliament removed punitive "sun tax" on solar.

Giant Food to sell 100% sustainable seafood.

23M fish killed by algae bloom off Chile.

THURSDAY OPEN .... MARKET UP 90/29/13


WTI under $38, Brent under $40.

ECB to expand QE, cut interest rates. Draghi says no more cuts.
China inflation jump on food costs.

(stock #s in %; new highs/lows over last 12 months):

FCSMF up 28. CABN up 25 with volume. PEIX up 21 with volume. OPTT up 18 with news. BBLU up another 17 with very heavy volume, up 5x from recent bottom. RNWEF up 15. CHGT up 14. PLUG up 14 with volume after reporting. GTATQ up 11. ALTI up 10. BSRC up 10 with volume. ERII up 4, new high with volume. GPRC up 1, new high with heavy volume.

EFOI down 36 with very heavy volume after reporting. MEEC down 14. CSUN down 13 with volume. ABGB down 11. NFEC down 10. GRPH, PSPW down 9. BLSP, AETI down 8. AMRS down 8, new low. CSIQ down 7 with volume after reporting. FCEL down 7 after reporting.

Wednesday, March 9, 2016

US WARMEST WINTER ON RECORD


Climate skeptics in US congress now at 182. They are whom they are. It is what it is.

Utilities challenging California net-metering protection.

Whole Foods to install up to 100 rooftop solar systems.

EIA: '17 US oil production to fall 480Kb/d to 8.2M. Previously forecast 230K decline. '16 forecast also dropped to 760Kb/d decline v. 740K.

Oklahoma regulators asking drillers to reduce deep well injection 40% to reduce quakes.

Vivent Solar (VSLR) terminated $1.9B merger plans with Sun Edison (SUNE).

Thailand going from E10 to E20 by '18, E85 by '27.

Chevron cut capex another 36%.

Baker Hughes global rig count continuing fall, nearing '09 low.

Comp investing over $30M in 20Mw solar project in China. Online by yearend.

Southern Power bought 120Mw Texas solar project from First Solar (FSLR). Single-axis tracking. Online by yearend. Austin Energy PPA.

Japan lending Kenya $408M for 140Mw geothermal project. (If you notice, geothermal power more expensive than solar, wind, hydro, natgas and maybe nuclear. But it is 24/7 clean power.)

Canada pension fund $150M for India clean/renewable power.

EIB onboard for UN's Green Climate Fund.

Renovagen to crowdfund for portable solar development.

St. Albert Canada buying 3 BYD (BYDDF) el buses. 12-yr warranty on batt system. Lithium-iron-phosphate tech performs below minus 40*C.

Climate change impact on global food production could result in 500K deaths in '50: study.

Car-free Sundays in Sao Paulo.

EVs getting lane access in Brit Columbia.

McLaren $1.5B invest in new el/hybrid products.

Large-scale solar near parity with wind power in Australia.

Los Angeles seeding clouds 1st time since '02.

Little ice cover on US great lakes from El Nino.

Locals still eating radioactive food 30 yrs after Chernobyl.

Japan court ordered 2 nuke reactors to shut down.

WEDNESDAY OPEN .... MARKET UP 23/6/7


WTI ~$37, Brent over $40.

US airstrikes targeting top ISIS military commander in Syria.
Iran tested ballistic missiles for 2nd day in row.

(stock #s in %; new highs/lows over last 12 months):

ALTI up 63 on 1K shares. BBLU up 54 with extremely heavy volume, up over 4x from recent bottom. CABN up 45 with volume. PTOS up 42 with volume, news. FCSMF up 23. NFEC up 14. PSPW up 11. URRE up 11 with very heavy volume. QTMM up 10 with news. LEDS, NTCXF up 7.

GRPH down 20. CHGT down 15. CSUN down 14 with volume. GTATQ down 11, new low. GEVO down 10 with news. HYGS down 7 after reporting.

Monday, March 7, 2016

THINGS


Hillary Clinton promises to reduce fracking. Sanders promises to end it.

Sweden 20M euro fund to develop clean power in Zambia through '18. Off-grid solar in 1st year; small hydro, minigrids later.

BELECTRIC began energy storage for grid frequency response in Germany. Lead-acid batts.

Iran shipping ~1/3 of 500Kb/d increase it said it could in a month. France, Spain buying 250-300Kb/d this month. But Iran still throwing folks into prison for "fostering" better relations with outside world. (You got that? Iran is still nuts takeover the world thingy with Shi-ite sharia shit.)

Syria ceasefire seems holding. Govt using el power as tool to defeat enemies. ISIS provides ~2 hrs/d of el.

Iraq's Mosul dam could break any day.

Brits sent 20 soldiers to Tunisia to help secure border from ISIS.

ISIS executed nursing home nuns in Yemen. Pope "shocked".

Sauds cut aid to Lebanon. (What's the point?)

Sauds also raised oil prices for Asia 25 cents/bl.

US natgas prices could fall under $1: analyst.

Carbon tax necessary to break fossil fuel dependence: MIT.

KY senate bill lifts nuke power moratorium.

Southern Power 120Mw solar buy.

Daimler to spend 500M euro on new lithium-ion batt factory in Germany.

Norway EV car sales up 71% in '15. German EV car sales up 86% in'15.

Netherlands EV car sales up 22% in Dec.

Ocean currents constant power source: research. (Duh.)

1/2 of Americans "very confident" in clean tapwater: poll.

EPA $1.36B cleanup for NJ Passaic R.

MONDAY OPEN .... MARKET UP 50/3/2


WTI over $37, Brent over $40.

German factory orders down.

(stock #s in %; new highs/lows over last 12 months):

ABGB up 43 with heavy volume, double in last 2 sessions. BSRC up 38 with heavy volume, recent double. LSCG up 25. BBLU up 22 with extremely heavy volume. FCSMF up 20. PSPW up 19. LMRMF up 17 with heavy volume. WPRT up 12 with news. SENY up 10. ENPH up 9. WNDW, NFEC up 8. ACPW, AMSC, CERE, ENOC, LYSDY, MGPHF, URRE up 7. FSYS, SUNE up 6. SCTY up 5.

CCGI with heavy volume. MEEC down 18. PTOS, XSNX down 16. ZAAP down 11. EVSI down 10. CREE down 9 with volume, downgrade. CLNT down 9.