MONDAY OPEN .... MARKET DOWN 40/7/--

WTI over $39, Brent over $41.

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

SENY up 58. BSRC up 22. BWEN, GRPH up 11. SZYM up 9. CCTC, QTWW up 8.

PSPW down 10. LMRMF, CCGI down 9. LSCG down 8.

NOTES

Another oil/gas discovery in Kenya by Tullow.

Eni's new production in Arctic off Norway needs $100 oil to break even. Production life ~15 yrs.

Shell, partners launched production in deepwater off Brazil. 20Kb/d peak.

Total won't go forward with shale ops in France with current oil prices.

Iran/Greece deal to resume oil sales. Up to 60Kb/d to Greece. 150K eventually.

Rosneft working deal to buy 49% of India's largest refiner for $2.4B.

Marathon looking to sell Wyoming assets.

FRIDAY CLOSE .... MARKET UP 120/20/9

WTI under $40, Brent under $42. US natgas $1.91.

General Mills to label genmod food.

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

PSPW up 26 with heavy volume. LEOM up 13. EVSI up 12 with heavy volume. AMRS up 6 with heavy volume. SKYS up 6.

BBLU down 16 with very heavy volume, news. ABGB down 12. HQCL down 11. FCSMF down 11 with heavy volume. FSYS, QTWW down 8 with volume. EFOI, NTCXF down 8. ACPW down 7 with volume. ZNNMF down 7. RVLT down 3, new low with heavy volume. FSLR down 1 after new high.

CLIMATE CHANGE "AN OPPORTUNITY": TRUDEAU

36M facing hunger in Africa from drought.

UK $1.1B for new cleantech, energy storage R&D.

Gulf Coast most at risk for Zika in US.

GT Tech (GTATQ) emerging from bankruptcy.

ReNew Power, backed by Goldman Sachs, won 522Mw of India solar projects in 1.2Gw auction. Sun Ed (SUNE) won 150Mw. Suzlon 175Mw.

Cal regulators gave owners (NRG, Bright Source, Google) more time to avoid default, provide contracted solar thermal power to PG&E. $1.6B DOE loan guarantee involved.

JA Solar (JASO) expects shipments to grow at least 30% this year to 5.5Gw. Up 500Mw from November target. 4Gw shipped in '15, revs up 19% to $2.1B, net up 38%.

TransCanada buying Columbia Pipeline Group (natgas) for $10.2B cash.

Massive natgas field find in Canada.

Cheap Fed coal near 1/3 of US production: Greenpeace. Top 3 producers count on it.

Nissan "no charge to charge" (EVs) system now being built in Orlando.

Majority opposition to nuke power for 1st time: Gallup. (It's 24/7 clean power, folks. Don't throw it under the bus. It's been safe for 50+ yrs in US. Yes, plants are getting old. But there is new nuke tech very much worth looking at.)

Maine lobsters invading Sweden. (Sounds like sci-fi movie, yea?)

Grid reliability at risk from Clean Power Plan: Texas. (OK. It's Texas. What can you expect?)

FRIDAY OPEN .... MARKET UP 113/12/7

WTI near $41, Brent over $42.

Oil rally unsustainable: Russia Central Bank.
Negative rates have helped global econ: Lagarde.
Japan 10-yr yield at record low.
Putin starting his own ratings firm.
N Korea fired ballistic missiles despite sanctions.

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

AMTX up 10. LTBR up 9. HYSR up 8. NFEC up 7.

LSCG down 41. BBLU down 9 with volume, news. FCSMF down 9. GPHBF down 8. URRE down 7 with volume.

THURSDAY CLOSE .... MARKET UP 155/11/13

WTI over $40, Brent over $41. US natgas $1.93.

US leading indicators up in Feb.
Food prices soaring in S Korea.

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

PSPW up 57 with heavy volume, up 15x from 12-month bottom. GRPH up 35. URRE up 28 with heavy volume. CABN up 25 with volume. PSON up 23. AWSL up 21. LSCG up 20. EFOI up 16 with very heavy volume. PTOS up 15. ASTI, CSUNY up 14. ASYS, FSYS, FCSMF, SZYM up 11. RNWEF up 10. EVSI, FCEL, SUNW up 7. CSIQ up 4. VWDRY up 4, new high with very heavy volume. TSLA up 2 more.

BOPO down 17. ALTI down 10 with large day spread. LYSDY down 9. CCTC down 8. GTATQ down 4, new low with very heavy volume, news. VSLR down 4, new low with volume, news.

DOUBLING CLEAN/RENEWABLE SHARE OF GLOBAL POWERGEN BY '30 WOULD SAVE UP TO $4.2T/YR, 15X COST: IRENA

US public concern over global warming climate change at 8-yr high: Gallup.

Mexico president calling for crackdown on air pollution.

Forests adapting to hotter temps by emitting less CO2 to atmos than previously thought: study.

France awarded 349 new solar projects in 1st solar tender round.

Malaysia to approve $260M of new solar projects. Seeks PV manufacturers.

Ontario IESO announced 450Mw clean/ren power tender.

Berkshire Hathaway unit bought 66Mw solar "garden" portfolio from Geronimo Energy.

N Am's once-largest coal power plant - near 4Gw - in Ontario to become 44Mw solar plant. Sun Ed (SUNE) panels.

Iran powergen sector replaced liquid fuels with natgas over last 12 months.

European finance key to US offshore wind potential: exec.

NY's potential offshore wind area unveiled by BOEM.

Shanghai stock exchange to host green bond trading platform.

Sun Edison (SUNE) missed financial reporting deadline.

UK scrapped petrol revenue tax.

Comp shut down all of its New Mexico injection wells. Faces fines.

US, Canada issued more regs on oil/gas drilling in Arctic waters.

46Gw of black/brown coal powergen assets in Germany may be worthless by '30: Barclays.

UNC researchers cracked nuke waste problem.

EPA chief, Michigan governor traded blame over Flint water debacle.

High lead levels in thousands of US drinking water systems: report.

EU agreed to end overfishing in Baltic Sea.