BEIJING WANTS TO CUT COAL POWER USE 30% THIS YEAR

US solar industry employment up 25% last year. Looking for more people now.

ADB $109M finance for Indonesia solar project.

Home Depot buying power from EDP's Texas wind farm.

ReNew Power landed $475M with green bond.

GE, Macquarie got finance for 650Mw new wind power.

China EV maker partnering with Carlos Slim comp to build EV taxis for Mexico City.

UK comp ordered 8 Volvo E buses.

Luxembourg launched criminal proceedings against VW execs over diesel emissions cheat.

Honda, Hitachi partnering on EV motor development.

London police using fuel cell scooters.

91% OPEC compliance with production cuts so far: report.

Iraq's largest oil export terminal getting another feed pipe.

Iran 15B bl new oil strike. ~2B bls recoverable.

Coal most expensive energy in Australia. (Nuke?)

Bison back in Banff.

TUESDAY OPEN .... DOW UP 79 (RECORD HIGH), NAZ UP 19 (RECORD HIGH), S&P UP 5

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

RGSE up 26 with very heavy volume.
AXPW up 20 on 200 shares.
FCSMF up 9.
ACFN up 7, new high with heavy volume.
WATT up 7.
BSRC, HYSR up 6 with heavy volume.
LEXG up 5.
CLNT up 4.
ELON, FCEL, PEIX, SEDG, WNDW, ZAAP up 3.
NVDA up 2, new high.

SSOL down 36 with volume.
OGES down 17.
LMRMF down 14.
ASTI down 12.
BLSP down 9.
CBAK down 7.
CCTC down 5.
AMSC, AMTX down 4 with volume.
BIOA down 4.
OCLN, TVIA, ULBI, URRE down 3.

MONDAY CLOSE ..... MARKET DOWN 19--3--4

WTI over $53, Brent over $55. US natgas $3.05.
Trump barred from UK Parliament over "racism, sexism".

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

ACFN up 30, new high with extreme volume.
OESX, ZAAP up 10.
ASYS, CLNT up 8.
EVSI up 7 with volume.
OPTT up 7 with heavy volume, news.
AWSL, RNWEF up 6.
CCGI, BLSP, XSNX up 5.
ADES up 4, new high with volume.
LEOM up 4.
AMRS, MNGA, QTMM up 3.
AMSC up 3 with volume after reporting.
EMKR up 3, new high with volume.

LSCG down 18.
HYSR down 11.
LEXG down 10 with volume.
NANX down 10.
OCLN down 8.
RGSE, AXPW, BSRC down7.
NTCXF, OGES, ZNNMF, QTWWQ, TVIA down 5.
HYGS, MGPHF, SENY down 4.
AMTX, ASTI, LMRMF, BNET, FCSMF, LTBR, WATT, WNDW down 3.

UAE STARTING $163B ENERGY TRANSFORMATION PROGRAM

Iran 5-year plan considering 5Gw of clean/renewable energy.

China reached 77Gw solar power gen capacity in '16.

US installed over 16Gw new clean/renewable power gen cap in '16. 61.5% of total added. Natgas 8.7Gw added, wind 7.8Gw, solar 7.7Gw, nuclear 1.27Gw. Oil, coal, biomass nominal. Clean/renewable (including nuke) now ~40% of US power gen cap.

Sweden Premier signed major climate law, slammed Trump stance.

Killer floods in Peru.

Asian comp to build 100Mw solar in Australia.

Energy Australia 135Mw solar PPA.

Tesla expanding in UAE.

Mytrah to deliver 2Gw new wind, solar power in Andhra Pradesh India.

Chevy Bolt platform to be used for more EV models: Barra.

Uber partnering with Daimler on self-driving cars.

Uber hired NASA engineer to develop flying cars.

Nissan to begin testing self-drive cars in London this month.

Total plans to add EV charging to its French gas stations.

Ontario raised EV rebate.

US EV sales up 59% in Jan yoy. ~12K, ~1% of total car sales.

Tesla S, Nissan LEAF world's best selling EVs in '16.

Nissan best selling EV in Europe in '16.

FERC OK'd natgas pipeline.

Keystone XL pipeline needs much higher oil prices to be viable.

New US sanctions on Iran targeting 13 individuals, 13 comps.

API launched push to soften oil's image.

MONDAY OPEN .... DOW UP 16, NAZ DOWN 3, S&P DOWN 1

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

OPTT up 14 with heavy volume, news.
CABN up 13.
ACFN up 11 with volume.
XSNX up 8 with volume.
GPHBF up 7.
AMRS, AWSL, SYMX up 6.
AXPW, FCSMF up 5.
ADES up 4, new high.
AMSC up 4 with volume after reporting.
ASYS, OGES up 4.
AMTX, OESX, MNGA up 3.
LYSDY up 3, new high with heavy volume.

RGSE down 9.
TVIA down 5.
LEDS, NTCXF, QTMM, QTWWQ down 4.
CBAK, HYGS down 3.

EARTH'S CLIMATE IS WARMING, BUT HUMAN IMPACT REMAINS UNCERTAIN: TRUMP ADMINISTRATION STANCE

Congress moving to cancel rule protecting waterways from surface mining debris.

House overturned BLM rule on natgas flaring, other natgas leakage on public, Native lands. (Methane 20x worse short-term than CO2 emissions.)

Hotter temps linked to mental health problems: study. (Republicans included.)

Save wetlands or they will emit much more CO2: experts.

Zero-emission vehicles (clean cars) could tank oil prices by '25: report. (How about clean trucks? Or just cleaner-than-now natgas trucks?)

Floating solar power market to reach $2.7B by '25: Grand View Research. $13.8M in '15. (Covers reservoirs, etc. But, then the whole ecosystems analysis of evaporation for rainfall and all.)

Maryland boosted its RPS to 25% by '20, overriding governor's veto.

Hawaii grids may have more room for utility-scale solar power.

Toshiba nuke power write-off spooking US southeast power comps.

Radiation level at Fukushima highest since '11 disaster.

Sauds set to launch 700Mw solar, wind power.

China electric bus sales ~115.7K in '16.

Faraday Future scaling back its Nevada factory plans.

Renault Zoe Europe's best selling EV.

DONG Energy doubled its profits in '16. Expects tough '17. To phase out coal power by '23.

Europe's coal dependence not as high as thought, in continual decline: EIU.

LED lighting retrofits in Hawaii giving faster paybacks than solar power.

US crude exports this year expected to surpass production of 4 OPEC countries.

US oil rig count up 17 last week. Natgas count unchanged.

Judge tossed Flint residents' class-action suit over city water.

Pittsburgh wants state review of water warning.

California snowpack 173% of average.

FRIDAY CLOSE .... MARKET UP 186--30--16

WTI over $53, Brent over $56. US natgas $3.06.
New US sanctions on Iran over missile launch. Iran launched another missile in defiance.
N Korea sacked its head of secret police.

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

SSOL up 54.
ACFN up 14 with heavy volume.
AMRS up 9 with heavy volume, news.
BNET up 9 with volume.
AXPW, LSCG up 8.
LYSDY up 8 with volume.
AMLM up 6.
CLNE, VECO, URRE up 5.
LYTS up 5 with volume.
HYSR, POWI, ERII, LTBR, OGES, OPTT, WATT up 4.
ADES up 3, new high with volume.
ECORF, NTCXF, NYLD, ZAAP up 3.

XSNX down 33.
QTWWQ down 16.
BOPO, GEVO, VSPC down 9.
LEXG down 7 with volume.
AWSL down 6.
PSPW, BLSP, QTMM down 5.
FCSMF down 4 with volume.
SENY down 4.
AMTX, INVT, PRHL, RBCN down 3.