TUESDAY OPEN .... MARKET DOWN 50/27/16

WTI under $36, Brent under $38.

German factory orders down on lower exports.

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

WWPW up 63 with volume. SUNE up 21. PSPW up 15. CSUNY up 11. ZAAP up 9. SKYS up 7, day 4 of run. LEOM up 7. EVSI, LIME up 6. BWEN up 5.

LMRMF down 21. BBLUQ down 11, new low. PALAF down 8. FCSMF, HYSR down 7. SENY down 6. AWSL, BYDDF, FSYS down 5. AMRS, GEVO down 4, new lows.

MONDAY CLOSE .... MARKET DOWN 22/2/3

Morocco foiled ISIS mustard gas attack.
Global econ losing momentum: Lagarde.
Russia '15 GDP down 3.7%.

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

SKYS up another 38 with extreme volume, day 3 of over 5x run. PRXM up 25. FCSMF up 25 with extreme volume. BSRC up 11. MGPHF up 10 with heavy volume. NANX, WPRT up 8. ENPH up 7. LIME, BBLUQ up 6.

SUNE down 51, new low with heavy volume. ALTI down 34 with volume. RGSE down 27 with very heavy volume. GEVO down 9, new low with volume. PEIX down 8. AMRS down 7, new low with heavy volume. AWSL down 7 with volume. TERP down 7 with volume, news. CCGI, NTCXF down 6. CSIQ, SPWR down 5. VSLR down 5, new low.

ALASKA BROKE 100-YEAR RECORD WITH 71* TEMP IN MARCH

Drought draining central Vietnam reservoirs, shut down 4 of 14 hydropower plants.

China to issue $46B of green bonds this year.

China funding 55Mw solar projects for Kenya with $126M.

Oman developing rooftop solar project.

US community solar market could be $2.5B by '20.

India comp plans 1.25Gw of solar projects on top of canals, lakes, reservoirs.

India's state of Kerala launching 200Mw solar tender.

First Solar (FSLR) now has installed cumulative 1Gw in India.

Sunpower (SPWR) got 500Mw solar PPA in Mexico.

Canadian Solar (CSIQ) won 63Mw solar project in Mexico.

$20B/yr needed to sustain Argentina oil production.

Ecuador trying to move Mexico, Colombia toward oil production freeze.

Iraq oil minister resigned.

UN called for countries to recognize new "unity" govt in Libya. Petrol Facilities Guard to open more oil export terminals.

MONDAY OPEN .... MARKET down 9/2/--

WTI ~$37, Brent under $39.

Panama bank scandal exposing world leaders' hidden billions.

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

SKYS up another 30 with extreme volume, day 3 of explosion. PTOS up 25. QTWWQ up 21. FCSMF up 19. SENY up 12. ZAAP, CSUNY up 9. ENZR up 8. WPRT, BBLUQ up 6. ENPH up 5. TSLA up 3.

SUNE down 46 with more news, volume. RGSE down 15 with heavy volume. PALAF, CCGI, LEOM down 6. VSLR down 5. AETI, AMRS down 4, new lows.

FRIDAY CLOSE .... MARKET UP 107/44/13

WTI under $37, Brent under $39. US natgas $1.96

Russian oil production hit new record.

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

SKYS up another 88 with extreme volume. (Up near 4x in 2 days after report fell short of analysts predictions?! Stocks most definitely get played by big dogs. But who doesn't like a new solar on the scene?) LEOM up 25, up 4x from 12-month bottom. SENY up 16 with heavy volume. TERP up 13 with volume. FCSMF up 9. LEDS up 7. ABGB, AMSC up 6. TSLA up 3 with heavy volume, Model 3 rollout.

BBLUQ down 20, new low. SUNE down 20, new low with heavy volume, bankruptcy news. WPRT down 16 with volume. CSUNY down 14, new low. EVSI down 10. AWSL down 8 with heavy volume. GEVO down 7. AXAS down 6. ASYS, CCGI down 5 with volume. QTMM down 4, new low. RBCN down 3, new low with volume. HYSR down 3, new low with very heavy volume. AMRS down 1, new low.

MEXICO AWARDED 1.72GW CLEAN POWER PROJECTS IN 1ST AUCTION AFTER '13 ENERGY SECTOR OVERHAUL

Estimated $2.6B total investment for new Mex projects. 12 solar, 6 wind projects.

Britain cut GHG emissions 3rd year in row.

Tesla Model 3 launched. $35K each before subsidies.

Global light-duty EV sales up 80% in '15 to over 565K: Argonne Lab.

BYD (BYDDF) expects to triple EV sales this year.

VW America recalling '15, '16 e-Golfs to fix batt mgmt issue. Over 5K vehicles. (On top of dieselgate?!)

Rooftop solar could gen up to 40% of US power demand. Tech potential 1.1Tw capacity: NREL.

64 groups endorsing Obama's $750M request for UN climate fund. (Or is it $750B?)

Intensive farming starves, stunts bees.

FDA sued for OK'ing GM salmon sales.

Ohio to require faster notification of lead in drinking water.

Drought drawing attention to Mekong R. dams in China.

Sun Edison (SUNE) subpoenaed by DOJ on top of SEC inquiry.

8point3 (CAFD) agreement to buy stakes in 90MW of Sunpower (SPWR), First Solar (FSLR) solar projects.

Sunpower purchase agreement awarded for 500Mw in Mexico.

Comp 197Mw wind project in India. 3 sites.

Australia's largest power retailer signed 1st contract for solar power. 56Mw plant.

Thai coal miner plans $170M investment in Japan solar.

Start on 191Mw solar project in California to beat fossil fuel power costs. 8minuteenergy developing. Low enviro requirements.

Colorado governor urging EPA to halt new ozone standard. (I bet he's Republican.)

Hillary got mad over request to reject donations from fossil fuel interests.

BP deal for natgas exploration in China.

OPEC oil production up 100Kb/d in March. Sauds, Kuwait to resume 300Kb/d production at joint-owned field.

Iran oil production up ~230Kb/d since December.

7 largest western oil/gas comps replaced just 75% of oil/gas they extracted in '15.

Europe oil traders "cornered" Iran gasoline markets.

FRIDAY OPEN .... MARKET FLAT/MIXED

WTI under $37, Brent under $39.

215K new US jobs in March.
China factory production jump.
Sauds will only freeze oil production if Iran does. To sell 5% stake in Aramco. To raise $2T post-oil era fund.

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

SKYS up another 77 on extreme volume. CCTC up 13. AETI up 10. ACPW, OOIL up 6. RGSE up 5. TSLA up 4 with Model 3 intro. TERP up 4 with news.

AWSL down 17 with very heavy volume. SUNE down 15 with news of DOJ inquiry on top of SEC. LIME down 13 with volume. EVSI down 13. ENZR down 10. PEIX, PSPW, GEVO down 7. BBLUQ down 7, new low. BWEN, NTCXF down 6. GLBL down 5. RBCN down 1, new low.