Tuesday, August 9, 2016

TUESDAY CLOSE .... MARKET UP 3-12--0


WTI under $43, Brent under $45. US natgas $2.61.

Coalition air strike wiped out 80+ ISIS oil trucks.
148 new billionaires made last year in world.
Couple married for 63 years died 20 minutes apart, OR clocks stopped working at last death. (I know, who and where, etc.)

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

ALTI up 50 on 5K shares.
CSUNY up 32 on 1.8K shares.
WPRT up 18 with very heavy volume.
CHGT up 15.
CCTC up 11.
GRPH up 10 with volume.
ASTI, PRHL up 9.
VSLR up 9 with very heavy volume.
ARVCF up 8, over lines.
AMRC up 6 with volume.
SUNEQ, FCSMF, NANX up 6.
MGPHF up 5 with heavy volume.
SEDG up 5 with volume, reported after close.
SIEGY up 2, new high with volume.

PSWW down 23, new low.
AMSC down 22 with very heavy volume after reporting.
CCGI down 21.
WWPW down 15 on 500 shares.
GPHBF down 14.
NVIC down 13, new low with volume.
AMLM, MKTY down 11.
LEOM down 8 with volume.
MEEC down 7.
ACFN, WEST, SENY down 6.
KNDI, SUNW down 6 with volume.
ASYS, EVSI, GEVO down 5.
FSLR down 5 with volume after reporting.
BLDP down 4.

NIXON, REAGAN, BUSH EPA CHIEFS ENDORSE CLINTON


US court upheld social cost of carbon EPA rules.

Social costs of Flint, Mich lead poisoning $395M: study.

China to spend billions on water quality improvement.

Strong link between warmer seas, cholera: scientists.

Historic bleaching of majority of corals in Maldives.

Climate change hindering fisheries' populations in Tanganyika: study.

API launched ad campaign against higher ethanol mandates in US. Also challenging EPA rule for Native American Nations' oil/gas wells.

Study ties oil/gas sector to summer ozone in Colorado.

Gazprom UK deal to buy up to 40Mw/yr of solar from Canadian Solar (CSIQ).

Vivent Solar (VSLR) added 61Mw of rooftop solar in 2Q v. 55Mw in 1Q. Reversed 3 Q's of lower installs. 2Q loss still $.49/share. (Stock way up again today. Who cares about earnings?)

MOU from US firm for 300Mw solar development in Nigeria.

DONG Energy scrapped 450M Pound UK offshore wind power hub.

Law advancing offshore wind power finalized in Mass.

Pattern Energy (PEGI) plans $239M finance raise from shares sale.

90 bankruptcies by N American oil/gas comps in last 20 months: Haynes & Boone.

More fighting in Angola oil region.

Oil rig ran aground off UK, beachgoers banned.

TUESDAY OPEN .... MARKET UP 42--18--5


WTI over $43, Brent over $45.

US productivity down 3rd Q in a row.

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

ASTI up 26.
WPRT up 19 with very heavy volume after reporting.
VSLR up 14 with very heavy volume.
AMRC up 8 after reporting, above lines.
ESPH up 7.
CCTC up 6.
ENOC, ZNNMF, NVIC up 5.
BIOA up 4, above lines.
SIEGY up 1, another new high.

LMRMF down 25.
TVIA down 14 with volume.
GPHBF down 13.
MKTY down 11.
SENY down 9.
AMSC down 8 after reporting.
WEST down 6.
EVSI down 5 with volume.
BLDP down 5.
MNGA, EFOI, GEVO, RGSE down 4.
FSLR down 2 after reporting.

Monday, August 8, 2016

MONDAY CLOSE .... MARKET DOWN 14--8--2


WTI under $43, Brent over $45. US natgas $2.73.

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

FCSMF up 19 with very heavy volume.
LMRMF up 16 with volume.
GRPH up 15 with very heavy volume.
GEVO up 14.
CCGI, CDTI up 9.
WEST, ZNNMF up 8.
MEEC, BIOA, ERII, SENY, RUN up 7.
NFEC up 7 with heavy volume.
VSLR up 7 with volume, news. Reported after close.
BWEN, ENOC, GPHBF, LTBR up 6.
KNDI up 6 with heavy volume, news.
EVSI up 5 on 100 shares.
APGMF up 5.
CBAK, GLBL, PNPL up 4.
PEGI, SIEGY up 1, new highs. PEGI with news.

XSNX down 16.
ASTI, VSPC down 15.
CHGT down 13.
NVIC down 10 with very heavy volume.
LIME down 6 with very heavy volume.
OPTT down 6.
ACFN, OESX, OCLN, PRHL down 4.
TVIA down 4 with news.

$18.6B OF GREEN BONDS ISSUED GLOBALLY IN 2Q


India's NTPC raised $300M in green bonds issue.

Black Rock Real Assets closed Euro650M Europe clean/renewable power fund.

NY Green Bank making $37M loan to Vivent Solar (VSLR) to result in $167M new investment in NY clean power econ.

Global utilities (power, water) revs $4.2T in '15: Marketline. US ~$840B.

NY nuke power plants deemed "public necessity".

Canadian Solar (CSIQ) 63Mw PPA in Mexico.

Kokam to build 36Mw power storage system in S Korea.

GE Energy Financial Services investing $31M in India wind power comp.

Empower Energies commissioned 850Kw solar plant at Chev Corvette plant in KY.

US EV sales up 48% in July yoy. Chevy Volt in lead.

Kandi (KNDI) deal with Hainan govt for $45M subsidy for R/D on new EV model.

KNDI announced new EV model.

Lithium (batt grade lithium carbonate) now $8,500/metric ton. $5K 9 months ago. Global demand ~184K tons in '16, est. 290K in '20. Supply won't meet '20 demand.

DOE $11.3M for 3 projects to develop biomass-to-fuels tech.

CIP 160M Pound UK biomass acquisition.

Biosolar (BSRC) stock price ranged from .011 to .098 Friday. (Isn't that just a little strange? Should it be investigated?)

Libya militia attacked oil terminal on Friday. Repelled.

MONDAY OPEN .... MARKET DOWN 27--19--3


WTI ~$43, Brent over $45.

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

CSUNY up 37 on 200 shares.
LMRMF up 16 on 1K shares.
MEEC up 11.
AMRS up 10 with heavy volume, news.
CCGI, FCSMF up 10.
BWEN up 8, over all lines.
GEVO, ERII up 6.
RUN, FTEK, EVSI up 5.
PEIX, CDTI, ESPH, ENOC up 4.

ASTI down 13.
XSNX down 12.
ACFN down 10.
OCLN, PRHL down 8.
AMLM, NTCXF down 6.


Saturday, August 6, 2016

FRIDAY CLOSE .... MARKET UP 191--54--18


WTI under $42, Brent under $45. US natgas $2.77.

US labor force participation 62.8%.
The Bern left Dem Party.

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

XSNX up 20.
BSRC up 15.
CSUNY up 12.
SSNI up 10 with heavy volume after reporting, above all lines.
LIME up 9 with volume.
GPRC, FCSMF up 8.
OPTT up 7.
WPRT up 7 with volume.
VSLR up 6 with news.
EVSI, NTCXF up 6.
ADES, VECO up 5 with volume.
AMRC, ENPH, OCLN, SUNW, ULBI up 5.
FCEL, GPRE, SPWR, MYRG, RUN, SEDG up 4.
SIEGY up 1, new high.

RGSE down 18 with volume.
LMRMF down 16.
ENZR down 13 with heavy volume, under all lines.
CCGI down 9.
OLED down 8 with very heavy volume after reporting.
GPHBF, NVIC down 8.
NANX, QTMM down 7.
EMKR down 6, new low with volume after reporting.
CBAK, PRHL down 4 with volume.
FTEK, INGXF, HMGLF, SKYS down 4.