(stock #s in %)
Market down 135/31/15. Volume slightly heavy. Oil: WTI ~$94, Brent over $103. NG $3.98. US April factory orders up less than forecast. ADP: 135K new jobs in May, less than forecast.
KNDI up 63 on news China approved their EV, jump off all lines, huge volume. CBAK up 41, jump from 50-day lines, huge volume, maybe to supply batts to KNDI? SATCQ up 41. HOKU up 22. PSPW up 15. AMPD up 12, back up above top lines. EVSI up 12. TMEN up 11. ECTY up 6. NTCXF up 1.
ENSL down 32. CABN down 28. EWRL down 19. IFXY down another 18. NGLPF down 14. RVLT down 7. WSGP down 5. XSNX down 3.
Wednesday, June 5, 2013
Tuesday, June 4, 2013
TUESDAY CLOSE
(stock #s in %)
Market down 76/20/9. Volume a little heavy. Oil: WTI over $93, Brent over $103. NG $4.00
BHWX up 33. AQNM up 26. PPRW, ENSL, USEI up 20. ECOS, ORYN up 16. VLNCQ up 12. NENE, HIIT up 5. LEDS up 2.
BLDW down 39. IFXY down 33. EWRL down 26. PSPW, CSOL down 20. SOPW down 18. GSPI down 17. CERP down 14. BSRC, AMLM down 13. PRHL, HOKU down 11. TMEN down 10. XSNX down 7. WEST down 6, new low. ECTY down 3. WSGP down 2.
Market down 76/20/9. Volume a little heavy. Oil: WTI over $93, Brent over $103. NG $4.00
BHWX up 33. AQNM up 26. PPRW, ENSL, USEI up 20. ECOS, ORYN up 16. VLNCQ up 12. NENE, HIIT up 5. LEDS up 2.
BLDW down 39. IFXY down 33. EWRL down 26. PSPW, CSOL down 20. SOPW down 18. GSPI down 17. CERP down 14. BSRC, AMLM down 13. PRHL, HOKU down 11. TMEN down 10. XSNX down 7. WEST down 6, new low. ECTY down 3. WSGP down 2.
STUFFS
EU lowered China solar tariffs. 47.6% pushed back to 11% until Aug to give time for China to address dumping.
Intl Air Transport Ass asked UN to begin regulating its GHG emissions in '20.
NJ's Public Service El & Gas to invest $446M to help expand state's solar energy production.
OR regulators advancing permitting process for coal terminal.
DOE offering $10M to lower prices of LED bulbs.
China giving Costa Rica $900M cred line for refinery expansion.
BP to pump $1B into AK N Slope production. Hopes for $3B project to develop west Prudhoe with partners.
Mid-size (100Kw-2Mw) solar PV projects over 60% of US solar project pipeline.
Brazil govt plans to invest $2.85B in clean/ren energy, biofuel tech research.
iGAS increased shale gas estimates in UK to up to 170TCF. Most likely ~100TCF. 9TCF initial est. UK now uses ~3TCF/yr.
Australian science agency has 3D printer to print PV solar cells at 1 cell/2 seconds rate. 1 of largest printers in world. Prints at room temps, conditions. Cells produced much cheaper than silicon or thin film.
Total partnering with Exxon, Kufpec (Kuwait) in S Sudan exploration.
Honda teaming with Solar City on customer home units with little or no upfront charge.
Universal Bioenergy (UBRG) subsid signed MOA with JSG Solar to build $167M solar farm in NC. 80-100Mw. (That would be a new breakthrough price.)
US to hold 1st auction for offshore wind in Fed waters off Mass, RI next month.
Sumitomo to build 49Mw solar farm in Japan. Est. $180M. April '15 finish.
Portland General Electric to buy $535M wind farm under development in OR. Siemens 2.3Mw turbines. 266Mw. '15 finish.
US approved 2 solar farms, 1 geothermal project on Fed land in AZ, NV. 520Mw total. Solar Reserve 100Mw CSP project in AZ. Terra-Gen Power 70Mw geothermal project in NV. 350Mw solar PV project in NV by Korea El Power unit.
A123 installed 1Mw batt system to stabilize Maui grid. 1 hour el storage. System regulates grid voltage, shifts peak loads, retains excess power from wind energy.
Car Charging Group (CCGI) says lack of EV charging stations across US "biggest hole" in market. "Need infra for people to feel comfortable enough to buy EVs."
SSE (UK), Forth Points got Scot approval for $710M plant to gen el/heat from wood. 120Mw power, 200Mw heat. Imported wood. Online in '17.
Canadian Solar (CSIQ) got $44M loan from China Development Bank to finance project in China. But could be to fund daily ops. No interest for a year.
UK Parliament voted down '30 decarb target.
Japan to help finance Malawi renewables, power corridor.
Philippines approved 50Mw wind farm.
Intl Air Transport Ass asked UN to begin regulating its GHG emissions in '20.
NJ's Public Service El & Gas to invest $446M to help expand state's solar energy production.
OR regulators advancing permitting process for coal terminal.
DOE offering $10M to lower prices of LED bulbs.
China giving Costa Rica $900M cred line for refinery expansion.
BP to pump $1B into AK N Slope production. Hopes for $3B project to develop west Prudhoe with partners.
Mid-size (100Kw-2Mw) solar PV projects over 60% of US solar project pipeline.
Brazil govt plans to invest $2.85B in clean/ren energy, biofuel tech research.
iGAS increased shale gas estimates in UK to up to 170TCF. Most likely ~100TCF. 9TCF initial est. UK now uses ~3TCF/yr.
Australian science agency has 3D printer to print PV solar cells at 1 cell/2 seconds rate. 1 of largest printers in world. Prints at room temps, conditions. Cells produced much cheaper than silicon or thin film.
Total partnering with Exxon, Kufpec (Kuwait) in S Sudan exploration.
Honda teaming with Solar City on customer home units with little or no upfront charge.
Universal Bioenergy (UBRG) subsid signed MOA with JSG Solar to build $167M solar farm in NC. 80-100Mw. (That would be a new breakthrough price.)
US to hold 1st auction for offshore wind in Fed waters off Mass, RI next month.
Sumitomo to build 49Mw solar farm in Japan. Est. $180M. April '15 finish.
Portland General Electric to buy $535M wind farm under development in OR. Siemens 2.3Mw turbines. 266Mw. '15 finish.
US approved 2 solar farms, 1 geothermal project on Fed land in AZ, NV. 520Mw total. Solar Reserve 100Mw CSP project in AZ. Terra-Gen Power 70Mw geothermal project in NV. 350Mw solar PV project in NV by Korea El Power unit.
A123 installed 1Mw batt system to stabilize Maui grid. 1 hour el storage. System regulates grid voltage, shifts peak loads, retains excess power from wind energy.
Car Charging Group (CCGI) says lack of EV charging stations across US "biggest hole" in market. "Need infra for people to feel comfortable enough to buy EVs."
SSE (UK), Forth Points got Scot approval for $710M plant to gen el/heat from wood. 120Mw power, 200Mw heat. Imported wood. Online in '17.
Canadian Solar (CSIQ) got $44M loan from China Development Bank to finance project in China. But could be to fund daily ops. No interest for a year.
UK Parliament voted down '30 decarb target.
Japan to help finance Malawi renewables, power corridor.
Philippines approved 50Mw wind farm.
TUESDAY OPEN
(stock #s in %)
Market flat and mixed. Volume a little light. Oil: WTI under $93, Brent under $102. NG $4.01
BHWX up 33. AQNM up 26. PPRW up 20. NENE up 5 on progress update. HIIT up 5. LEDS up 3. RVLT, PSON up 1.
IFXY down 25 after yesterday's triple, shareholders letter released. GSPI down 23. PSPW down 21. CSKH, CSOL, ENSL down 20. SWET down 19. EWRL down 15. HOKU down 11. CERP down 8 on update. XSNX down 5. ECTY, WSGP down 3.
Market flat and mixed. Volume a little light. Oil: WTI under $93, Brent under $102. NG $4.01
BHWX up 33. AQNM up 26. PPRW up 20. NENE up 5 on progress update. HIIT up 5. LEDS up 3. RVLT, PSON up 1.
IFXY down 25 after yesterday's triple, shareholders letter released. GSPI down 23. PSPW down 21. CSKH, CSOL, ENSL down 20. SWET down 19. EWRL down 15. HOKU down 11. CERP down 8 on update. XSNX down 5. ECTY, WSGP down 3.
Monday, June 3, 2013
SHORT STUFF
Brit Columbia opposing planned $6B oil sands pipeline from Alberta to West Coast.
Fracking in Calif creating competition for water between oil/gas industry, ag. Fracking threatening water contamination.
Connecticut House approved study on planning for sea level rise.
Japan biz group interested in exporting Alaska NG to Japan prodding Alaska to speed up plans to build pipeline from North Slope to south coast.
US tight (shale) oil production up 17% over last year. US crude stocks highest level since '31.
IEA: oil production from Algeria, Angola, Libya, Nigeria will stagnate next 5 yrs @ total 7.1Mb/d. Down 685Kb/d from last year's forecast.
Iraq ready to add 400Kb/d to production by year-end.
Shell replaced only 44% of oil/gas it produced last year with new resources. Expects to spend $7B on exploration this year, up 10% from '12, almost 2x '11.
Production from Canada oil sands est. up 13% in '12 to 1.9Mb/d. Est. 3.1M by '20.
US rail deliveries of oil up 160% in Q1 over last year. 58M bls.
India econ grew 5% in FY ended in March, slowest in decade.
OECD: 17 EU Euro-using nations' econs to shrink .6% this year. Previous forecast was for 1% growth. Down .5% last year. Recession staying stubborn.
EC laid 10.6% tariff on Argentina, Indonesia biodiesel for 6 months. Could extend for 5 yrs.
Kawasaki developed tech to produce ethanol from rice straw for 80 yen/liter (includes feedstock, processing costs). Competitive with imported Brazil eth.
FL gov signed repeal of E10 ethanol mandate.
CERP resins got Euro certification for industrial compostability. Used for bioplastic grocery bags, trash bags. Already has US cert.
Total to pay $398M damages for bribing Iran officials for oil/gas contracts.
Mid Am Energy to buy NV Energy for $5.6B. 23% premium.
Fracking in Calif creating competition for water between oil/gas industry, ag. Fracking threatening water contamination.
Connecticut House approved study on planning for sea level rise.
Japan biz group interested in exporting Alaska NG to Japan prodding Alaska to speed up plans to build pipeline from North Slope to south coast.
US tight (shale) oil production up 17% over last year. US crude stocks highest level since '31.
IEA: oil production from Algeria, Angola, Libya, Nigeria will stagnate next 5 yrs @ total 7.1Mb/d. Down 685Kb/d from last year's forecast.
Iraq ready to add 400Kb/d to production by year-end.
Shell replaced only 44% of oil/gas it produced last year with new resources. Expects to spend $7B on exploration this year, up 10% from '12, almost 2x '11.
Production from Canada oil sands est. up 13% in '12 to 1.9Mb/d. Est. 3.1M by '20.
US rail deliveries of oil up 160% in Q1 over last year. 58M bls.
India econ grew 5% in FY ended in March, slowest in decade.
OECD: 17 EU Euro-using nations' econs to shrink .6% this year. Previous forecast was for 1% growth. Down .5% last year. Recession staying stubborn.
EC laid 10.6% tariff on Argentina, Indonesia biodiesel for 6 months. Could extend for 5 yrs.
Kawasaki developed tech to produce ethanol from rice straw for 80 yen/liter (includes feedstock, processing costs). Competitive with imported Brazil eth.
FL gov signed repeal of E10 ethanol mandate.
CERP resins got Euro certification for industrial compostability. Used for bioplastic grocery bags, trash bags. Already has US cert.
Total to pay $398M damages for bribing Iran officials for oil/gas contracts.
Mid Am Energy to buy NV Energy for $5.6B. 23% premium.
MONDAY CLOSE
(stock #s in %)
Market up 138/9/9. Volume heavy. Oil: WTI over $93, Brent over $102. NG $3.99
IFXY up 290. MMMW up 52. ECOS up 20. AMLM up 15. CSOL up 14. HYGS up 13, new high. FNVRF up 13. BLDW up 11. CSKH up 11. FCEL up 10, profit taking may be over for now. GSFVF up 10, back to bottom 200-day line. ECTY up 9, 50-day lines held. EWRL up 8. XSNX up 1.
SATCQ, WTWO down 33. PTOS down 29. SENY down 24. USEI down 20. AMEL, ENSL, GWBU, PPRW, WWPW down 16. CABN down 15. AQNM down 14. BSRC down 12. HIIT down 10. WSGP down 9. ZAAP down 7. NENE down 6. CERP, NTCXF, RVLT down 3. LEDS down 2.
Market up 138/9/9. Volume heavy. Oil: WTI over $93, Brent over $102. NG $3.99
IFXY up 290. MMMW up 52. ECOS up 20. AMLM up 15. CSOL up 14. HYGS up 13, new high. FNVRF up 13. BLDW up 11. CSKH up 11. FCEL up 10, profit taking may be over for now. GSFVF up 10, back to bottom 200-day line. ECTY up 9, 50-day lines held. EWRL up 8. XSNX up 1.
SATCQ, WTWO down 33. PTOS down 29. SENY down 24. USEI down 20. AMEL, ENSL, GWBU, PPRW, WWPW down 16. CABN down 15. AQNM down 14. BSRC down 12. HIIT down 10. WSGP down 9. ZAAP down 7. NENE down 6. CERP, NTCXF, RVLT down 3. LEDS down 2.
MONDAY OPEN
(stock #s in %)
Market up 64, down 14, 0. Volume a little heavy. Oil: WTI over $93, Brent over $102. NG $4.01.
US manufacturing index down in May. Top 1% control 39% of world wealth.
IFXY up 280 on huge volume off bottom, over 50-day and lower 200-day lines. MMMW up 34 on news. ORYN up 33. CCTC up 17 on news. FNVRF up 13. PLUG up 7. XSNX up 4. ECTY up 2. CERP up 1.
SATCQ down 29. EWRL down 22. ENSL, GWBU down 16. AQNM down 14. PTOS down 13. HOKU down 11. CABN down 10. ZAAP down 7. RVLT down 5. HIIT down 4. NENE down 4. LEDS down 3. NTCXF down 2.
Market up 64, down 14, 0. Volume a little heavy. Oil: WTI over $93, Brent over $102. NG $4.01.
US manufacturing index down in May. Top 1% control 39% of world wealth.
IFXY up 280 on huge volume off bottom, over 50-day and lower 200-day lines. MMMW up 34 on news. ORYN up 33. CCTC up 17 on news. FNVRF up 13. PLUG up 7. XSNX up 4. ECTY up 2. CERP up 1.
SATCQ down 29. EWRL down 22. ENSL, GWBU down 16. AQNM down 14. PTOS down 13. HOKU down 11. CABN down 10. ZAAP down 7. RVLT down 5. HIIT down 4. NENE down 4. LEDS down 3. NTCXF down 2.
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