(stock #'s in %)
Market down 117/17/11. Volume a little above normal. Oil down under $97.
CSKH up 71. EVSI, MMMW up 30. PRHL up 15. PEIX, TMEN up 13. BSRC, ECAU up 12. GERS up 10. NENE up 1.
VNDB down 25. AWSL down 19. ENSL, CWET down 14. AMPD, LEOM down 12. CERP down 11. WTWO down 9.
Monday, February 4, 2013
Saturday, February 2, 2013
STUFF
NG vehicles: Asia-Pacific region has almost 9M on roads, Latin Am over 4.2M, Europe almost 2M. US, Africa barely any. At current NG prices, a gallon gas equivalent ~$2 at pump. Iran leads nations with most NGV's on road.
Portland G&E to build 220Mw NG peaking power plant. $285-310M, online in '15.
Suntech Power (STP) completed largest solar PV system in Saudi Arabia. 3.5Mw. Owned by Saudi Aramco. Installed at King Abdullah Petrol Studies, Research Center.
Solar City installed over 2.3Mw PV solar for Cal school district. Est. to save $23M over 25 yrs. District was spending ~$3.2M/y on el.
Siemens called back some workers to Iowa wind turbine blade plant. Expects to hire more in coming weeks. No call back to Kan nacelle plant yet.
DOE announced 7 data-driven projects in Sun Shot Initiative to reduce costs, accel solar development. $9M.
EDF Canada got Quebec OK for 350Mw wind project. REpower turbines. 2 phase development. 1st phase 150Mw start this year, online '14. 2nd phase 200Mw online '15. ~$800M total.
Peugeot Citroen says it can put air-powered hybrid V on road by '16. Could get 117mpg in city. Normal internal combust, special hydraulics, adapted gearbox, compressed air cylinders. Runs on gas, air or both.
DOE awarded $1.3M grant to Cal Poly research team for developing processes to turn muni, ag wastewaters into algae biofuels.
Ohio State U researchers at over 200 continuous operating hours of Coal-Direct Chem Looping tech. 1-step process producing power and 99% pure CO2. World leading. In DOE's Carbon Capture Program. In chem loop, a metal oxide (iron oxide) provides combustion oxygen.
Export Development Canada gave Endurance Wind Power $7M Canadian for next phase of UK wind projects.
Air Products' phase 1 of 2 carbon capture project in TX onstream. Project ultimately to capture ~1M tons CO2/y to be purified by AP, piped to enhanced oil recovery project in TX. Steam methane reformers. Phase 2 online early '13. $400M cost. 66% funded by DOE. Project will assist in recovery of 1.6-3.1M additional bls of oil/y.
Ohio State U to save $1M/y by buying NW Ohio wind power.
Mitsubishi heading group to develop 77Mw solar PV plant in Japan. Construction start this summer. Cost est. over 20B Yen.
Portland G&E to build 220Mw NG peaking power plant. $285-310M, online in '15.
Suntech Power (STP) completed largest solar PV system in Saudi Arabia. 3.5Mw. Owned by Saudi Aramco. Installed at King Abdullah Petrol Studies, Research Center.
Solar City installed over 2.3Mw PV solar for Cal school district. Est. to save $23M over 25 yrs. District was spending ~$3.2M/y on el.
Siemens called back some workers to Iowa wind turbine blade plant. Expects to hire more in coming weeks. No call back to Kan nacelle plant yet.
DOE announced 7 data-driven projects in Sun Shot Initiative to reduce costs, accel solar development. $9M.
EDF Canada got Quebec OK for 350Mw wind project. REpower turbines. 2 phase development. 1st phase 150Mw start this year, online '14. 2nd phase 200Mw online '15. ~$800M total.
Peugeot Citroen says it can put air-powered hybrid V on road by '16. Could get 117mpg in city. Normal internal combust, special hydraulics, adapted gearbox, compressed air cylinders. Runs on gas, air or both.
DOE awarded $1.3M grant to Cal Poly research team for developing processes to turn muni, ag wastewaters into algae biofuels.
Ohio State U researchers at over 200 continuous operating hours of Coal-Direct Chem Looping tech. 1-step process producing power and 99% pure CO2. World leading. In DOE's Carbon Capture Program. In chem loop, a metal oxide (iron oxide) provides combustion oxygen.
Export Development Canada gave Endurance Wind Power $7M Canadian for next phase of UK wind projects.
Air Products' phase 1 of 2 carbon capture project in TX onstream. Project ultimately to capture ~1M tons CO2/y to be purified by AP, piped to enhanced oil recovery project in TX. Steam methane reformers. Phase 2 online early '13. $400M cost. 66% funded by DOE. Project will assist in recovery of 1.6-3.1M additional bls of oil/y.
Ohio State U to save $1M/y by buying NW Ohio wind power.
Mitsubishi heading group to develop 77Mw solar PV plant in Japan. Construction start this summer. Cost est. over 20B Yen.
Friday, February 1, 2013
FRIDAY CLOSE
(stock #'s in %)
Market up 149/36/15. Volume a little heavy. Oil up nearer $98. Dow over 14K. Last was '07. Money running to stocks usually a negative sign. Argentina 1st nation censured by IMF on inflation data.
NGLPF up 100. XSNX up 37. (I believe yesterday I posed question of double bottom.) CGYV up 35. VNDB up 33. AONEQ up 30. SATCQ up 23. ENSL up 16. GRPH up 15. ZAAP up 14. KNDI up 11. PANL, GEVO, WTWO up 10. PANL reached for 200-day lines. GEVO looks to be climbing out from 50-days. WTWO just trying to reach. CERP up 7. ZNNMF up 6.
AEHI down 42. CSKH down 30. BHWX down 23. AQNM down 22. APWR down 14. ASPW, TMEN down 13. BFRE, LEOM, EWRL down 10. NTCXF down 5. NENE down 2.
Market up 149/36/15. Volume a little heavy. Oil up nearer $98. Dow over 14K. Last was '07. Money running to stocks usually a negative sign. Argentina 1st nation censured by IMF on inflation data.
NGLPF up 100. XSNX up 37. (I believe yesterday I posed question of double bottom.) CGYV up 35. VNDB up 33. AONEQ up 30. SATCQ up 23. ENSL up 16. GRPH up 15. ZAAP up 14. KNDI up 11. PANL, GEVO, WTWO up 10. PANL reached for 200-day lines. GEVO looks to be climbing out from 50-days. WTWO just trying to reach. CERP up 7. ZNNMF up 6.
AEHI down 42. CSKH down 30. BHWX down 23. AQNM down 22. APWR down 14. ASPW, TMEN down 13. BFRE, LEOM, EWRL down 10. NTCXF down 5. NENE down 2.
STUFF
Wisc state facilities replacing coal boilers with NG. $25M. Stems from '07 lawsuit by Sierra Club over Clean Air Act requirements.
Northwestern U researchers developed new design for organic solar cells. Significantly increases cell efficiency. Using algorithm based on natural evolution. Maximizes amount of time light remains trapped in cell.
2 papers say ozone layer hole is starting to recover because of limits on CFC's since '85. But still influencing major wind patterns, ocean circulation, carbon concentrations in atmos, even Amazon rainfall.
EPA proposing to require refiners to use 11M gal of cellulosic ethanol this year. (Who's going to make it?) Also proposed system to cut down fraud in renewable fuels system and allow victims, mainly refiners, to avoid penalties in some cases. (Go figure.)
Chu says batt costs for EV's fell from $1K/Kwh of storage in '08 to ~$500 today. But has to get to $125 next 10 yrs. Rest of drive system now $30/Kwh. Has to get to $8.
Chu resigning.
Leaders of congressional task force on climate change reaching out to 300 businesses, orgs - including major oil/gas comps - to ask for input on how fed govt can reduce CO2 emissions.
Study: warmer winters linked to earlier flu outbreaks.
Growth in clean energy capacity could shut down German NG power plant.
Prestigious universities to research health effects of oil/gas development in Marcellus.
1366 Technologies opened new solar factory in Mass. 20Mw cap. Plans to remove major chunk of costs, processes out of solar manufacturing chain. 1Mw production this year. 10Mw in '14. 100Mw in '15 with new 1Gw factory.
Mass had 11% growth in clean energy jobs in '12. 5K comps operating. Over 700K jobs.
LDK Solar, Canadian Solar (CSIQ) both got $40M loans. LDK from China Development Bank for ops. CSIQ from Credit Suisse for 4 solar plants in construction in Canada.
US now leading world in flaring off NG at oil wells (especially in Bakken and Eagle Ford). (How long will this go on?) 1 field in ND burning off enough gas to power all home heating systems in Chicago and DC combined. US burn off tripled in last 5 yrs.
DC Biofuels, Beltway Biodiesel combining, expanding waste cooking oil collection, outreach, marketing. Building 7.5M gal/y refinery to blend ultra low sulfur biodiesel for B2 through B20 for fleets, home heating oil. Online late '13.
Novozymes (Denmark) to buy Iogen Bio Products (Canada) for $67M plus $12.5M potential earn-out payments.
EC proposing 9.5% duty on US ethanol through '17. US exports went from 1.9% market share to 15.7% in 12 months ending Sept '11.
Political insiders in Cal started firm targeting cap-and-trade cash.
Court dismissed suit challenging EPA human experiments.
Georgia Power: planned nuke reactors enough to meet region's demand.
Maker of "Tide" (P&G?) agreed to reduce levels of suspected carcinogen in detergents.
Explosion at troubled Mexican oil comp killed at least 25.
Iran informed IAEA they plan to install thousands more uranium centrifuges at Natanz. Could double-triple production rate.
Global offshore wind cap 5.1Gw end of '12. Predicted to grow to 54.9Gw by '21. 34.5% growth rate.
Sun Ed signed agreement with CAP (Chilean mining, steel group) to build 100Mw solar PV plant in Chile, Expected to be largest solar plant in Latin Am.
Blue Energy bought Ridge Wind UK portfolio for $395M from Hg Capital. 45Mw in late-stage construction. 132Mw with planning permission. And significant development pipeline. Price includes cost of development projects. Blue has 9.7Mw of UK wind projects in development. Plans 155Mw solar PV plant in Ghana.
Mainstream Renewable Power (Ireland) raised $70M, including $52M loan from China Development Bank, for 33Mw wind farm in Chile. $18M more funded from their own equity. Construction started. Online Sept. Mainstream building another 150Mw wind farm in Chile. Also working on 5Gw link to export Ireland wind power to UK. And building 1 wind, 2 solar plants in S Africa for $682M.
Northwestern U researchers developed new design for organic solar cells. Significantly increases cell efficiency. Using algorithm based on natural evolution. Maximizes amount of time light remains trapped in cell.
2 papers say ozone layer hole is starting to recover because of limits on CFC's since '85. But still influencing major wind patterns, ocean circulation, carbon concentrations in atmos, even Amazon rainfall.
EPA proposing to require refiners to use 11M gal of cellulosic ethanol this year. (Who's going to make it?) Also proposed system to cut down fraud in renewable fuels system and allow victims, mainly refiners, to avoid penalties in some cases. (Go figure.)
Chu says batt costs for EV's fell from $1K/Kwh of storage in '08 to ~$500 today. But has to get to $125 next 10 yrs. Rest of drive system now $30/Kwh. Has to get to $8.
Chu resigning.
Leaders of congressional task force on climate change reaching out to 300 businesses, orgs - including major oil/gas comps - to ask for input on how fed govt can reduce CO2 emissions.
Study: warmer winters linked to earlier flu outbreaks.
Growth in clean energy capacity could shut down German NG power plant.
Prestigious universities to research health effects of oil/gas development in Marcellus.
1366 Technologies opened new solar factory in Mass. 20Mw cap. Plans to remove major chunk of costs, processes out of solar manufacturing chain. 1Mw production this year. 10Mw in '14. 100Mw in '15 with new 1Gw factory.
Mass had 11% growth in clean energy jobs in '12. 5K comps operating. Over 700K jobs.
LDK Solar, Canadian Solar (CSIQ) both got $40M loans. LDK from China Development Bank for ops. CSIQ from Credit Suisse for 4 solar plants in construction in Canada.
US now leading world in flaring off NG at oil wells (especially in Bakken and Eagle Ford). (How long will this go on?) 1 field in ND burning off enough gas to power all home heating systems in Chicago and DC combined. US burn off tripled in last 5 yrs.
DC Biofuels, Beltway Biodiesel combining, expanding waste cooking oil collection, outreach, marketing. Building 7.5M gal/y refinery to blend ultra low sulfur biodiesel for B2 through B20 for fleets, home heating oil. Online late '13.
Novozymes (Denmark) to buy Iogen Bio Products (Canada) for $67M plus $12.5M potential earn-out payments.
EC proposing 9.5% duty on US ethanol through '17. US exports went from 1.9% market share to 15.7% in 12 months ending Sept '11.
Political insiders in Cal started firm targeting cap-and-trade cash.
Court dismissed suit challenging EPA human experiments.
Georgia Power: planned nuke reactors enough to meet region's demand.
Maker of "Tide" (P&G?) agreed to reduce levels of suspected carcinogen in detergents.
Explosion at troubled Mexican oil comp killed at least 25.
Iran informed IAEA they plan to install thousands more uranium centrifuges at Natanz. Could double-triple production rate.
Global offshore wind cap 5.1Gw end of '12. Predicted to grow to 54.9Gw by '21. 34.5% growth rate.
Sun Ed signed agreement with CAP (Chilean mining, steel group) to build 100Mw solar PV plant in Chile, Expected to be largest solar plant in Latin Am.
Blue Energy bought Ridge Wind UK portfolio for $395M from Hg Capital. 45Mw in late-stage construction. 132Mw with planning permission. And significant development pipeline. Price includes cost of development projects. Blue has 9.7Mw of UK wind projects in development. Plans 155Mw solar PV plant in Ghana.
Mainstream Renewable Power (Ireland) raised $70M, including $52M loan from China Development Bank, for 33Mw wind farm in Chile. $18M more funded from their own equity. Construction started. Online Sept. Mainstream building another 150Mw wind farm in Chile. Also working on 5Gw link to export Ireland wind power to UK. And building 1 wind, 2 solar plants in S Africa for $682M.
FRIDAY OPEN
(stock #'s in %)
Market up 132/19/11. Volume above normal. Oil still over $97. 157K jobs in Jan. US manufacturing up more than expected.
BHWX up 52. VNDB up 33. XSNX up 28. ZNNMF, ZAAP up 14. ECOS up 12. BLQN up 10.
TRKP down 16. CGYV down 14. ZOLT down 12 after reporting. CERP, BFRE down 10. NTCXF down 4. NENE down 3.
Market up 132/19/11. Volume above normal. Oil still over $97. 157K jobs in Jan. US manufacturing up more than expected.
BHWX up 52. VNDB up 33. XSNX up 28. ZNNMF, ZAAP up 14. ECOS up 12. BLQN up 10.
TRKP down 16. CGYV down 14. ZOLT down 12 after reporting. CERP, BFRE down 10. NTCXF down 4. NENE down 3.
Thursday, January 31, 2013
THURSDAY CLOSE
(stock #'s in %)
Market down 49/0/3. Volume got a little heavy. Oil I forgot.
AEHI up 73. PPRW up 59. CSOL up 44 more. GERS up 28. EVSI up 22. ZNNMF turned back up, up 16. BIOF, NGLPF up 13. AQNM, CRGE, INIS up 12. BFRE, WTWO up 11. ABAT up 9.
CPWY down 34. CSKH down 20. CERP, SATCQ down 18. EFOI down 17. ECOS down 16. AONEQ, JUHL down 15. LEXG down 14. AMEL, LMRMF down 12. BSRC down 11. XSNX down 9. NTCXF down 2. NENE down 1.
Market down 49/0/3. Volume got a little heavy. Oil I forgot.
AEHI up 73. PPRW up 59. CSOL up 44 more. GERS up 28. EVSI up 22. ZNNMF turned back up, up 16. BIOF, NGLPF up 13. AQNM, CRGE, INIS up 12. BFRE, WTWO up 11. ABAT up 9.
CPWY down 34. CSKH down 20. CERP, SATCQ down 18. EFOI down 17. ECOS down 16. AONEQ, JUHL down 15. LEXG down 14. AMEL, LMRMF down 12. BSRC down 11. XSNX down 9. NTCXF down 2. NENE down 1.
STUFF
US GAO says govt officials in charge of inspecting pipelines should be required to provide necessary data so that monitors can help improve response times. Automated valves would permit NG comps to turn off flow within minutes of incident.
Intense floods continue in Australia.
Project helping Candian farmers reduce fertilizer-related emissions.
New NG-fired power plant planned in S TX.
NY officials dismissing earthquake threat from shale gas drilling, fracking as they develop state rules. Seismologist says that's a bad idea.
OH Supreme Court ruled drilling permits can't be appealed.
OH may accept solidified drilling waste at landfills.
Construction done on DONG Energy's 2 6Mw Siemens direct-drive wind turbines offshore England. Project expected to start elgen in spring. 1st offshore test. 2 prototypes onshore in Denmark. Siemens contract to deliver 300 6Mw turbines to DONG '14-'17.
Greece installed over 900Mw of PV solar in '12. Total cap over 1.5Gw. Solar association says practically every bank in Greece now offers up to 100% financing for residential installs.
13.1Gw wind power installed in US in '12. Up 28%. ~60Gw total cap.
Blue Sun Energy (MO) has new deals with ARA, Chevron Lummis Global and expects to produce biofuels for military before year end.
Valero idled 3 of its 10 ethanol plants in Q4. High ethanol inventories, high corn prices. 34 plants in US idle as of Monday.
Brazil's ETH Bioenergia teaming with Denmark's Inbicon to R&D cellulosic ethanol. Results expected in '15. ETH investing $200M thru '16 with various partners to bring down production costs for cellulosic ethanol.
Flax Energy (Canada) set to receive approval for flax biodiesel soon. 1st in world. Their plant processes 46 tons flaxseed/day.
Caritas (Swiss), Green Fuels (UK) installed 3K liter/day used cooking oil biodiesel facility in Bali. Now oil disposed of in rivers or cleaned with chems for cooking.
Cline Shale play in W TX Permian Basin could dwarf all others being drilled in US. Marathon Oil, Devon, Chesapeake on it. Est. reserves 30B bls, 10x Eagle Ford.
Pakistani energy minister embezzled $850M, arrested in Abu Dhabi.
NRC proposal would add bigger guns, more guards at PA nuke plant to protect storage.
IKEA plugged in S FL rooftop solar PV system. Largest solar install in S FL.
Brazil wind developer Bioenergy to issue $125M of inflation-linked bonds to finance 380Mw of projects.
Clean/renewable energy capacity in US almost doubled '09-'12. Reduced CO2 emissions in '12 to lowest since '94. 85.7Gw total clean/ren cap. CO2 emissions down 13% from '07 high of 6.02 gigatons. US energy consumption fell 6.4% '07-'12.
First Solar (FSLR) bought 50Mw solar project in NM. Completion next year. El Paso Power to buy power.
Court maintaining freeze on Chevron's Argentina assets. Chev also may pay record $1M fine for Cal refinery fire.
MN Power switching to NG.
Oil spill creating 1K-barge traffic jam on Mississippi.
Sacramento announced new program to help finance energy saving upgrades for bldgs. No upfront costs for owners. Payback through property tax bills (PACE). Program to open with $22M.
Intense floods continue in Australia.
Project helping Candian farmers reduce fertilizer-related emissions.
New NG-fired power plant planned in S TX.
NY officials dismissing earthquake threat from shale gas drilling, fracking as they develop state rules. Seismologist says that's a bad idea.
OH Supreme Court ruled drilling permits can't be appealed.
OH may accept solidified drilling waste at landfills.
Construction done on DONG Energy's 2 6Mw Siemens direct-drive wind turbines offshore England. Project expected to start elgen in spring. 1st offshore test. 2 prototypes onshore in Denmark. Siemens contract to deliver 300 6Mw turbines to DONG '14-'17.
Greece installed over 900Mw of PV solar in '12. Total cap over 1.5Gw. Solar association says practically every bank in Greece now offers up to 100% financing for residential installs.
13.1Gw wind power installed in US in '12. Up 28%. ~60Gw total cap.
Blue Sun Energy (MO) has new deals with ARA, Chevron Lummis Global and expects to produce biofuels for military before year end.
Valero idled 3 of its 10 ethanol plants in Q4. High ethanol inventories, high corn prices. 34 plants in US idle as of Monday.
Brazil's ETH Bioenergia teaming with Denmark's Inbicon to R&D cellulosic ethanol. Results expected in '15. ETH investing $200M thru '16 with various partners to bring down production costs for cellulosic ethanol.
Flax Energy (Canada) set to receive approval for flax biodiesel soon. 1st in world. Their plant processes 46 tons flaxseed/day.
Caritas (Swiss), Green Fuels (UK) installed 3K liter/day used cooking oil biodiesel facility in Bali. Now oil disposed of in rivers or cleaned with chems for cooking.
Cline Shale play in W TX Permian Basin could dwarf all others being drilled in US. Marathon Oil, Devon, Chesapeake on it. Est. reserves 30B bls, 10x Eagle Ford.
Pakistani energy minister embezzled $850M, arrested in Abu Dhabi.
NRC proposal would add bigger guns, more guards at PA nuke plant to protect storage.
IKEA plugged in S FL rooftop solar PV system. Largest solar install in S FL.
Brazil wind developer Bioenergy to issue $125M of inflation-linked bonds to finance 380Mw of projects.
Clean/renewable energy capacity in US almost doubled '09-'12. Reduced CO2 emissions in '12 to lowest since '94. 85.7Gw total clean/ren cap. CO2 emissions down 13% from '07 high of 6.02 gigatons. US energy consumption fell 6.4% '07-'12.
First Solar (FSLR) bought 50Mw solar project in NM. Completion next year. El Paso Power to buy power.
Court maintaining freeze on Chevron's Argentina assets. Chev also may pay record $1M fine for Cal refinery fire.
MN Power switching to NG.
Oil spill creating 1K-barge traffic jam on Mississippi.
Sacramento announced new program to help finance energy saving upgrades for bldgs. No upfront costs for owners. Payback through property tax bills (PACE). Program to open with $22M.
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