Wednesday, August 3, 2016

WEDNESDAY OPEN .... MARKET UP 24--8--2


WTI ~$40, Brent over $42.

179K new US private sector jobs in July: ADP.

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

PNPL up 25 on 160 shares.
ASTI up 23.
CABN up 22.
CSUNY up 20.
ENZR up 17.
AMRS up 15 with very heavy volume with news.
OPTT up 12.
GEVO up 8.
OCLN up 7.
RGSE up 5.

XSNX down 16.
MXWL down 12 with heavy volume.
OESX down 10.
ACFN down 9.
SKYS down 4.

TUESDAY CLOSE .... MARKET DOWN 90--46--13


WTI under $40, Brent under $42. US natgas $2.74.

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

ASTI up 58.
FCSMF up 19.
VECO up 10 with extreme volume, above all lines.
LSCG, SKYS up 9.
AMLM up 9 with volume.
MKTY up 8.
SENY, SUNW up 7.
ACFN up 6.
ENZR, NGLPF up 5.

PNPL down 29 on 147 shares.
ENOC down 15 with heavy volume after reporting, downgrade.
CABN down 13.
NRDXF down 11.
LEOM down 10.
ADES down 9 with volume.
OPTT down 9.
CBAK down 8 with heavy volume.
GPHBF down 8.
URRE down 7, new low with news.
CLNT down 6.
CREG down 5.
LTBR down 5 with news.

Tuesday, August 2, 2016

CHINA ADDED OVER 20GW SOLAR POWER IN 1H, UP 300% YOY; ~10GW EXPECTED IN 2H


NY regulators OK'd subsidies for nuke power plants, 50% clean/renewable power by '30 target.

India needs $300B over next 6 years for clean/ren power, grid upgrades.

Higher temps causing gulls to go cannibal.

NOAA to probe massive die-off in Gulf of Mex reef.

EPA ordering Hawaii to post warnings of tainted beaches.

S Korea banning sales of 80 VW models, $16M fine. Bavaria to sue VW over emissions.

Britain PM chose to delay new nuke power project. France, China snubbed.

Texas 2nd state to sue EPA over methane emissions regs for oil/gas industry.

Mercedes-Benz unveiled Urban eTruck.

Uranium prices lowest in 15 years.

Solar plane team plans to develop solar-powered drones.

Sunrun goal 285Mw solar. Secured $45M loan.

Comp made deal to build Bangladesh's 1st wind farm.

Sky Solar bought 164Mw of US solar power permits.

Georgia Power tripled its commitment to clean/ren power. To build or buy 1.6Gw '18 - '20.

Navy to build 21Mw solar plant at VA beach.

Kuwait to increase domestic fuel prices up to 80% starting Sept.

Shell pipeline attack in Nigeria.

Separatist clashes in Angola oil province.

Japan, S Korea halted some US wheat imports over GMO concerns.

TUESDAY OPEN .... MARKET DOWN 89--36--13


WTI over $40, Brent ~$43.

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

OCLN up 19.
ESPH up 14.
GRPH up 13.
ASTI up 12.
VECO up 11 with very heavy volume.
SKYS up 10 with news.
SENY up 10.
LIME up 7 on 25 shares.
FCSMF up 6.
QTMM, ACPW up 5.
SUNW, GPRE up 4.

CABN down 16 on 364 shares.
AMLM down 14.
ENOC down 13 with volume after reporting.
VSPC down 11.
OPTT down 5.
CLNT, APGMF down 4.

AIR POLLUTION LINKED TO BRAIN DISORDER, DIMINISHED COGNITIVE ABILITIES: AMERICAN PSYCHOLOGICAL ASSOC


Washington DC OK'd 50% clean/renewable-sourced power by '32 target.

Heat/humidity index hit 140*F along Iran's gulf coast in July.

Amazon deforestation slowing, but emissions still growing.

Fed court threw out part of EPA boiler standards, rejected industry challenges to rules.

Sungrow raised $400M in private placement.

Argentina plans 1Gw clean/ren power auction in Oct.

Iran deal with Brit PV Assoc to develop 1Gw solar power.

Permian Basin (Pioneer Oil) oil production costs ~2$/bl. Rivals cheapest sources in world. Production to grow to 5Mb/d from 2M now.

Local voters can decide on fracking bans: Trump.

At least 1.6Mb/d new offshore oil production to come online globally in next 12 months.

ISIS attack against Kurd oil/gas field near Kirkuk started major fire, cut 175Kb/d of production.

Sauds cut oil prices for Asia.

Should National Guard guard US nuke power plants? (Seems a good idea. Utilities now responsible for their own protection.)

Foreign investment in Iran $4.5B in 1Q16.

Venezuela army forcing stores to sell food below cost.

MONDAY CLOSE .... DOW DOWN 27, NAZ UP 22, S&P DOWN 2


US airstrikes begun against ISIS in Libya.

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

AMLM up 56 with heavy volume.
VSPC up 18 with volume.
PTOS up 16.
XSNX up 9.
RNWEF, MEEC up 8.
JASO up 8 with volume.
RBCN, WEST up 7.
LTBR up 6.
BLDP, CABN, HMGLF up 5.
OLED up 4, new high.
CSIQ up 4 with volume.

PSPW down 40.
EMKR down 21, new low with volume.
MKTY down 21 with heavy volume.
CCTC down 18.
EVSI, GRPH down 14.
FCSMF down 13 with volume.
NVIC down 13.
OPTT down 10.
XSNX, ESPH, LSCG down 9.
ACFN down 8.
NFEC down 8 with heavy volume.
SCTY down 7 on TSLA deal.
ASTI down 7.
CHGT, OCLN, RGSE down 6.
NGLPF, EFOI down 5.



Monday, August 1, 2016

MONDAY OPEN .... DOW DOWN 5, NAZ UP 21, S&P FLAT


WTI under $41, Brent under $43.

Goldman downgrade on equities for next 3 months.
US manufacturing growth lower in July from 1-year high.

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

AMLM up 14 with heavy volume.
ACPW, PTOS up 10.
NFEC up 6 with very heavy volume.
SENY up 6.
CABN up 5.
MEEC up 5 with volume.
SUNW up 4.
TPIC up 4, new high.

MKTY down 54 with very heavy volume.
EMKR down 21, new low with volume.
CCTC down 12.
WNDW down 12 with volume.
XSNX down 9.
OPTT down 6.
LYSDY down 6 with volume.
NGLPF down 5.
SCTY down 4 on TSLA buyout.