Wednesday, July 31, 2013
WEDNESDAY CLOSE .... (stock #s in %). Market flat mixed. Volume a little heavy. Fed spoke no hints, but downgraded outlook ... HOKUQ up 100. BOPO up 71. AWSL up 47. ECOS up 33. IFXY up 26. BFRE, PTOS up 22. CCGI, CREG up 17. PPRW up 16. LMRMF up 15. LEXG up 13. CCTC, EWRL, REGI up 11. LIME, MMMW, SPIR, OOIL up 10. ECTY up 1 ..... CABN down 42. ENSL down 26. SATCQ down 25. CBWP down 17. URRE down 16. XSNX, AMEL down 15. LTBR down 13. AMPD down 11. HIIT, SSOL down 10. WSGP down 5. NTCXF down 4. SPWR, LEDS down 3. CERP, RVLT down 2. NENE down 1.
STUFF .... 3% of Earth's surface has arable topsoil. We're losing ~1% of that every year to erosion, etc. Last year 120M tons of corn was turned into ethanol. Land sold off by investors, corps last 10 yrs could have fed 1B peeps. Pop doubled last 50 yrs in case you haven't been paying attention. 870M now undernourished. Peoples. Folks. Pards. 6 of last 11 years world has consumed more food than grown. If we would just cut meat consumption by half we would release farmland bigger than US for food production. But demand for meat expected to double by '50. Present practices will yield 30% less food next 20-50 years. (Ever read Malthus?) .... Near half of sea level rise since '60 from irrigation gone wild .... About 14 countries these days have nuclear weapons .... INEOS sudsid producing commercial quantities of ethanol from wood, nonfood biomass at $130M FL plant. Shipments start in August. Muni garbage feedstock later. Stock cooked into CO, H. Bacteria eats the gas, excretes alcohol. Gotta love that. Then distilled. Plant uses methane from nearby landfill. Goal 8M gal/y .... Researchers mapped thousands of methane leaks just in Washington DC .... Calif signed agreement with Australia to share carbon trading info .... UK scientists see enzymes producing H from sunlight .... China's clean/renewable energy spending may hit $294B this year ( leap of conclusion on this year) .... China's emissions trading underway .... Boulder, CO set target to cut carbon emissions 80% by '50 .... (I don't really think we will see close to '50, solly pards who want to) .... Ongoing Alberta oil sands spill much larger than initially stated .... Crews preparing to dig relief well at Gulf of Mex NG well blow out .... 2nd worker died after W Va NG well blast ..... Claims of faulty data in EU-China solar trade case now under investigation .... Global installed large solar PV up 35% - 4Gw - in 1H13 .... Report: 1/3 of NG produced in Bakken being flared off. About $100M/month worth. (G, that's smart, A? Gotta love the Neanderthals.) .... Quad County (Iowa) broke ground on $8.5M upgrade to produce cellulosic ethanol from corn kernel fiber. 6% more ethanol (hell, 6% of us have an extra nipple: Dr. Oz.) from same amount of corn. Boosts corn oil production 3x .... Philippines trialing B5 using coconut biodiesel .... India's increasing oil imports from W Africa being attacked by pirates .... Largest - 8Mw - solar system at a US college going in at Mercer County Community College in NJ .... DOE awarded Eaton $2.6M grant to develop next gen energy efficient lighting.(Feed the genius, hopefully.) .... Sumitomo to supply 60Mw energy storage system on Kokkaido to stabilize wind, solar flow .... Etrion targeting up to 200Mw of solar in Chile .... Ensus to resume biofuel production in autumn .... S&C in running for monopoly on S Africa grid-connect contracts. (Really, the world's still letting monopoly contracts?!) .... CSUN escaped Naz delisting .... Solar Thin Films set to build 35Mw solar farm in W VA .... New EPA boss to business: "embrace the opportoonity in climate change biz" .... World solar power topped 100Gw PV capacity in '12. 31.1Gw installed. 100Gw meets household needs of near 70M folks at Europe level of use. 30 countries 100Mw or more. IEA says that will double by '18. ('18 may be our last year in this age. 70 years of new Israel.) .... BLM put OH forest fracking plan on hold .... Arsonists struck planned horse slaughter in NM .... Soil bacteria could be "silver bullet" for "scurge of the West" .... Court upheld EPA rule forcing PA plant to cut emissions going to NJ .... Film industry turning to eco-friendly lighting .... Entergy, Southern 2Q earnings slumped .... Ford added NG-fueled pickup to fleet .... Railway can't afford cleanup costs fo derail in Quebec (O wah. Tell me about poor railroads. My brother started one.) .... Faulty equipment, human error may have caused propane plant explosion in FL. (Go with human error because unions have been trounced out and training and wages and benefits are very low.) .... Experts questioning TEPCO's ability to decommission Fuku. (Duh.)
WEDNESDAY NOON ... (stock #s in %) ... Market up 64/18/7. Volume normal. 200K new private sector jobs in July. Q2 US GDP up 1.7%, changes in calculations - categories added. Oil: WTI over $104, Brent over $107. NG $3.43 .... QTWW up on reverse split. HOKUQ up 100 on nominal volume. AWSL up 52 off bottom. ECOS up 33. LMRMF up 18. CCTC, CREG up 14. UBRG up 13. LEXG up 11 on news, climbing out over bottom (50-day) lines. PSON up 4. HIIT up 3. ECTY up 1 .... SPWR down 1, reporting after 4P. ENSL down 26. AMEL, ENZR down 16. URRE down 14 more, back near top (200) line. LTBR down 12 more, day 2 of come back. XSNX down 9. CERP down 6. RVLT down 4, hit top (50) lines. NENE, NTCXF, LEDS, WSGP down 2.
Tuesday, July 30, 2013
TUESDAY CLOSE .... (stock #s in %) .... Market flat and mixed (Naz up). Volume slightly under normal. Oil: WTI over $103, Brent under $107. NG $3.44 .... Germany inflation slowing .... CSOL up 62. XSNX up 32. (Did I mention them yesterday? UM, despite my problems with yahoo.) CABN up 30. SSOL up 24. AMEL up 20. PLUG up 16, passed over bottom 200-day line. CERP up 15. HIIT, NORX up 12. RBCN up 10, jump off top line on 1M shares. REGI up 1, earnings up 60% .... CBWP down 48 on 4K shares. BOPO down 41. BLQN down 35 on 400 shares. ONYX down 28 on 700 shares. ECOS down 25. IFXY down 23 on 200. ENZR, LTBR down 20. CRCL, LMRMF down 17. URRE, CPWY, BFRE down 15. POLR down 14. PRHL, SOPW down 12. NGLPF down 10. PSON, ABAT down 9. WSGP down 5. NTCXF, LEDS, RVLT down 3. ECTY down 2. And that's this mart, kids. Nighty night.
STUFF .... Well, when his name is Weiner, what do you expect? Senor Weiner .... Too much rain in US Southeast. Crops suffering. Mold, blight, fungus, disease. Much lower yields. GA 34% above normal rain. Carolinas 25%. AL 22%. Peaches look good, but lower sugar content "like a mouthfull of cotton". Hard to get into fields to harvest. Last year it was drought .... JP Morgan to pay $410M to settle power manipulation charges. (Fun while it lasted, I guess. O those wiz kids.) .... Enviros suing DOI for allowing oil shale, oil sands R&D on 800K acres of public lands in CO, WY, UT .... Report: global warming spreading toxic dust around US west .... BP backing off from selling US wind power assets. Also saying Gulf spill funds running dry .... Canada official: no "quid pro quo" for US Keystone pipe approval .... Research: quakes help release methane from seabed .... Report: energy deals have plunged globally this year .... Report: well flaring in ND now doubled in last 2 years. (Wouldn't you think they would get on this? God's sakes.) .... China switched on NG pipeline from Myanmar. (Didn't get capacity.) .... Sapphire Energy paid off $55M USDA loan guarantee from '09 after new equity round. Built algae-to-crude commercial demo plant in NM. On track to produce 100b/d in '15. Comm scale by '18. Working with Linde .... Commercial geothermal growing in Netherlands. Could replace est. 2% of nation's NG use at est. cost of 1.6B Euros, help greenhouse industry .... Geothermal heat pump market to triple to $17.2B by '20: Navigant. UK recently added subsidies for it. Mass group pushing it to get in state's RPS. Up front costs up to $25K (like solar). Taken off in Denmark where new homes can't have fossil fuel systems .... Pleasant valley Biofuels setting up in Utah to produce 1M gal/yr of biodiesel from used cooking oil. To sell to trucks, then city fleets .... Ukraine 2-yr biofuels development framework to support blends. Now 5%, 7% ethanol blends through '16 .... DOE's JBEI breakthrough on thermophilic microbes for cellulosic biofuel enzymes .... Canada financial, policy support for biofuels set to wane. Farmers didn't invest in production .... Biofuel producers finally have access to cheap American sugar .... Russian Federation making plan for biobased econ. '18 goals 50B Rubles for export, 200B for production, 300B in consumption .... Ft. McMurray cancelling oil sand leases for 22K hectares surrounding the city so it can expand ....Brit police investigating $1.3B Shell/Eni/Nigeria oil bloc corruption. (What, the govt didn't get their money up front?) .... IMF: Euro econ to remain in recession this year, expand under 1% next year. IEA expects Euro oil demand to fall 1.7% this year to 13.5Mb/d. Down 3.9% in '12. Global oil demand expected to gain by 1.2Mb/d next year ....Sasol, Ineos to build 426K metric ton/yr plant to make high density polyethylene. Probably on US Gulf Coast. Sasol recently announced plans for 2 Gulf Coast plants for low density polyeth. US has glut of ethane .... Pemex posted 2Q13 $3.8B loss. 4.7% decline in oil exports .... Oil India oil strike in Gabon .... Xcel Energy plans to boost wind power cap over 30%. Asking regulators to approve buy of 1.5Gw. 700Mw of it in OK, TX, NM. 3 more 200Mw projects in upper Midwest, 1 in CO. To save customers $800M over 20 yrs. 4.9Gw wind cap already .... New EPA chief: action on climate will spur econ .... UK Green Bank investing 20M Pounds in N Ireland wood-to-power (el and heat) project. 81M Pound plant. Online '15. Wood would otherwise go to landfill. 15.8Mw. (And they call it clean energy. It may be sustainable. But it sure ain't clean emissions. Sure, they throw in the CO2 absorbed by the trees over their lives. Not clean emssions. Sorry.) .... Jinko Solar to supply 39Mw of modules for 3 projects in Indiana. 4Q delivery. To be largest sol farms in state .... Brazil cut sugar cane interest rates to spur investment .... EON sold stake in TX wind farm to JP Morgan (JP found a game on this too?) .... N Am project debt finance rates more attractive than Europe's .... Solapack closed on $65M finance for Chile solar projects .... DOE putting $10M into 6 projects to develop user-friendly tools, resources for easy deploy for small bldgs (under 50K sq ft). $14M private match. Small bldgs 90% of comm bldgs, use 20% of US energy. Avg. small restaurant could cut energy use up to 45% .... EPA submitted final cooling water rule to WH .... Study: fed insurance spurring conversion of sensitive lands to cropland in US .... Bat-killing disease spreading west in US. Bats, of course, eat mosquitos .... BLM to auction mineral rights for fracking in OH state forest .... Mich converting public land trails back to rails .... DOI forming panel to probe Gulf gas blowout .... NC pulling funds for biofuels R&D venture .... And for those of you who need propane we have the plant explosion in FL .... Study: proximity to benzene plants could increase cancer risk. (Hell, so does proximity to interstate I bet.) ....Millions of plastic particles floating in US Great Lakes .... 2 trains collided in Switzerland. (What the hell is going on with trains lately? My bet is lack of union employ, lack of training, low wages and benefits.) .... happy motoring, pards.
TUESDAY OPEN .... Now it's Google again that can't operate it's blogville. What a web .... (stock #s in %) ... Market up 48/22/6. Volume light (Fed wait). Oil: WTI under $104, Brent over $107. NG $3.46. ... US home ownership at 18-yr low, prices up 12.2% year to June .... CSOL up 62. CABN up 50. LSCG up 16, 1st time above bottom (50-day) lines since August. SSOL up 13, above 3 lines. AWSL up 13. CERP up 13 on update. LIME up 12. XSNX up 12. HIIT up 6. NTCXF up 5 .... LTBR down 22, recoil from yesterday's surge. BFRE down 21. URRE down 14, comeback from 2-day surge (a nuclear stock along with LTBR). SOPW down 10. ZAAP down 9. WSGP down 6. RVLT down 3. PSON down 1.
Monday, July 29, 2013
CLOSE 2
(stock #s in %)
CBWP up 177 on 39K. ENZR up 153 on 1.3M. CSGH up 57. BOPO up 40. ECOS up 33. CSKH up 27. SSOL up 25 on 1.9M. Your call. PPRW up 20. WEST up 16 on over 2M. CREG up 14. PEIX up 13 on 1.9M. PSON up 10. LEDS up 3. CERP, ECTY, WSGP up 2.
CABN down 36. POLR down 27. WWPW down 23 on 100 shares. CRGE down 21 on 4K. XSNX down 17 on 1.7M. Are they real or not? Do they have it or don't they? AWSL down 12.. LIME down 11. HIIT down 10. RVLT down 4.
CBWP up 177 on 39K. ENZR up 153 on 1.3M. CSGH up 57. BOPO up 40. ECOS up 33. CSKH up 27. SSOL up 25 on 1.9M. Your call. PPRW up 20. WEST up 16 on over 2M. CREG up 14. PEIX up 13 on 1.9M. PSON up 10. LEDS up 3. CERP, ECTY, WSGP up 2.
CABN down 36. POLR down 27. WWPW down 23 on 100 shares. CRGE down 21 on 4K. XSNX down 17 on 1.7M. Are they real or not? Do they have it or don't they? AWSL down 12.. LIME down 11. HIIT down 10. RVLT down 4.
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