MONDAY CLOSE .... Market down 115/51/16. WTI over $48, Brent over $53. US natgas $2.67 .... Explosion reported in China chem industry zone in Shandong .... US real estate now safe haven for China investors .... ISIS fighting in Damascus .... (stock #s in %) AXPW up 140 with super volume. GTATQ up 113 with super volume, news. BLQN up 67. WWPW up 58. ALTI up 50. PSON up 39. LMRMF up 28. BSRC up 25, up 30x yoy. DPSM up 24. ABAT up 17. AMSC up 16 with volume, news. CHGT up 14. ACPW up 11 with volume, news. LYSDY up 11. EFOI flat after new high with super volume .... MDDD down 26. PSPW down 25. XDSL down 18 with super volume. FCSMF down 12, new low with volume. BOPO down 12. AETI down 9. WEST down 8 with super volume. CREG down 4, new low with reporting.

WATER AVAILABILITY IN SYRIA 1/2 THAT OF 4 YRS AGO. 5M FOLKS WITH SERIOUS SHORTAGES .... 1,004 exploration oil/gas wells drilled globally in '15 so far. Down 26% from '14 .... Eni found "super giant" NG field off Egypt .... Costs over $38/bl to find, develop, produce oil globally .... Europe oil consumption peaked in '05, now falling in sync with falling production .... EIA expects US NG production to drop later this year .... Goldman cut China growth forecast to 6.4% for '16, 6.1% for '17, 5.8% for '18 .... GT Advanced Tech (GTATQ) cutting payroll 40% .... Surging earnings forecasts for First Solar (FSLR) .... JA Solar (JASO) 70 MW order from Australia comp .... Solar shipments in Japan down 13% in 2Q yoy. 1st drop since '12 incentives .... UK shale oil field est. 11B bls. Up to 15% recoverable .... Lundin Petrol says 1st production from field off Norway before yearend. Peak production expected to be 90Kb/d, 53MCF/d. Recoverable oil est. 6-50M bls .... Rosneft LNG supply/purchase deal with Egyptian Nat Gas Holding .... Israel imported up to 3/4 of its oil from Kurd Iraq in recent months .... Brazil stock market down 22% last 12 months. Currency lost 1/3 value v. $. Expects to report 2Q GDP down 1.7%. (BRICS anyone?) .... Argentinians subsidize their oil prices, now $77/bl .... US oil rig count up 1 last week, NG count down 9: EIA .... Kurds to begin regular monthly payments to oil comps .... Total to sell $5.5B of assets this year .... Southern Power to buy 51% of 200Mw solar project in Cal from Recurrent Energy (CSIQ unit). Online by end of '16 .... Construction start on 100Mw solar project in N Carolina. Principal Solar .... NRC recommending missile defense at US nuke power plants.

MONDAY OPEN .... Market down 106/17/10. Volume light. WTI under $45, Brent under $49 .... Goldman cut China growth forecasts for next 3 yrs .... India 2Q GDP up 7% .... Europe inflation steady at .2% .... (stock #s in %) DPSM up 63. LMRMF up 28. ABAT up 17. AMSC up 15 with news. AMLM up 14. CHGT up 12. ACPW up 8. EFOI up 5, new high with volume .... XDSL down 33 with volume. BOPO down 13. FCSMF down 9, new low. LEOM down 9. XSNX down 8.

FRIDAY CLOSE .... Market flat/mixed. WTI over $45, Brent ~$50. US natgas $2.71 .... Turk jets hit ISIS for 1st time .... (stock #s in %) RGSE up 26 with volume. XDSL up 20. AMTX up 14. EFOI up 12, new high with volume, news, up over 5x from 12-month bottom. ENOC up 12. FNVRF up 11 with volume. FCEL up 8 with news. GLBL up 5. TERP up 4 .... BLQN down 68. DPSM down 27, new low with volume. LMRMF down 23, new low with volume. RNWEF down 19 with volume. ZAAP down 13. LEOM down 11. PSON down 3, new low.

FED JUDGE BLOCKED ADMIN'S RULE DEFINING SCOPE OF CLEAN AIR ACT PROTECTIONS FROM GOING INTO EFFECT TODAY .... Calif water use down 31% in July v. July '13 .... 33 countries could face "extremely high" risk of water shortages by '40: report .... Lake Erie drowning in toxic algae .... Support building for climate risk insurance to help poorer nations .... Australia rejected tools needed to meet its GHG targets: study .... Japan ministry wants to double budget for energy savings to $2B for next FY .... UK 12M Pound grant to India to fight climate change .... Vietnam new energy efficiency targets .... USDA $211M plan to save sage grouse .... Vulture population crash across Africa .... Feds OK'd Dallas-Houston high-speed rail .... Nevada PUC extended current net-metering policies .... Sinovel Wind losses up more than double to $135M in 1H15. Sales down 76% .... Kazakhstan to host world's first nuke fuel bank to supply fuel, help prevent weapons proliferation in agreement with IAEA .... Vestas got 73Mw wind turbine order from Finland comp. 3.3Mw turbines. 2Q16 delivery .... TEPCO started up 18Mw wind farm in Japan .... Cypress Creek Renewables to invest $20M in solar projects .... Oil pipeline rupture in Gulf of Mexico.

FRIDAY OPEN .... Market down 80/3/flat. Volume normal. WTI over $43, Brent over $48 .... (stock #s in %) BLQN up 30. RGSE up 29 with volume. ENZR up 10. CLNE up 8. SCTY up 6. SUNE up 5 .... DPSM down 22, new low. LMRMF down 2, new low. XDSL down 20. LEOM down 11. PSON down 3, new low.

NASA SCIENTISTS ISSUED MORE SEVERE SEA LEVEL RISE WARNING .... Germany, Brazil issued joint climate declaration .... Poland giving farmers $135M for losses from drought, heat .... Near 1B Monarch butterflies have vanished. Mexico haven also disappearing .... 19 US areas missed compliance deadline for '08 ozone standard .... UK proposing to end subsidies for small-scale clean power projects. Most goes for solar .... DOE adding $1B of loan guarantees for clean power .... Mideast war, other crises making air cleaner for areas involved: study .... Integrating wind, solar into grid "a solved problem": report .... US, China to share info on carbon capture/storage .... Thailand destroyed ivory stockpile .... Ocean thermal power project started offshore Hawaii .... Solyndra execs' lies linked to DOE $535M loan .... German-Iran comp to build 48Mw wind farm in Iran for $46M. Vestas, Goldwind turbines. Online in '16. Iran now has ~150Mw clean power installed. FITs 18 cents/Kwh. Goal of 5Gw clean/renewable power by '18 .... Oil industry needs $500B to repay debt, endure price slump .... US crude production unchanged last week at 9.3Mb/d: EIA .... Southern, AGL to form 2nd largest US utility .... DC regulators rejected merger of Exelon, Pepco .... BLM OK'd 485Mw, $1.13B PV solar project in Cal .... VEA co-op, Bombard El to build 15Mw solar in Nevada. Online mid-'16.