MONDAY OPEN .... MARKET UP 83--29--6

WTI under $46, Brent under $47.

Japan election.
Europe banks need Euro150B bailout fund.
China inflation 1.9% in June.

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

NFEC up 76, new high with extreme volume.
SENY up 16.
BWEN up 11.
MEEC up 9, new high with low volume.
CLNT up 8 with volume.
BLDP up 5 with volume.
ESPH up 5 with heavy volume.
HMGLF, OPTT up 5.
ULBI up 4.
ASYS, OESX, WATT up 3.
TSLA, ENPH up 3 with news.
FSYS up 3 with very heavy volume.
OLED up 2, new high.

BLSP down 21.
VSPC down 13.
LEOM down 6.
ADES, URRE down 4.
WNDW down 3.

FRIDAY CLOSE .... MARKET UP 250--80--32

WTI over $45, Brent over $46. US natgas $2.81.

Pound passed Argentina peso as worst currency so far this year.

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

ALTI up 50 on 604 shares.
WEST up 25 with volume.
LIME up 10.
ESPH up 9 with heavy volume.
EVSI, ZAAP up 7. (ZAAP huge day swing.)
AWSL, ENZR, ERII, SUNW up 6.
MEEC up 6, new high with very heavy volume.
SSNI up 6 with volume.
OLED up 4, new high.
NANO up 3, new high.

PSPW down 39.
LEDS down 31 with extreme volume after yesterday's leap.
BSRC down 16 on very low volume.
GRPH, LYSDY down 15.
ASTI down 13.
GPRC down 13 on 960 shares.
PSWW down 11, new low with volume.
CCTC down 9.
CCGI, ZNNMF down 6.
RGSE down 4, new low.
XSNX down 3, new low.

JUNE WARMEST ON RECORD IN US

Heat wave deaths around world linked directly to climate change by scientists.

Bolivia's Lake Poopo vanishing.

Corporation funding for solar $1.7B in 2Q: Mercom.

National Grid sees up to 39Gw installed solar in UK by '35. 12Gw now. Sees up to 8.3M EVs on roads by '35. And sees power storage capacity up to 11Gw in '30, 18Gw by '40. 3Gw now.

Cost of lithium-ion batts could halve by '19, halve again by early '20s: Future Energy Scenarios.

Canada can boost its wind power without hiking power bills: study.

Scotland OK'd 126Mw more wind power.

Brazil bank seeking EIB backing for Euro200M energy efficiency program.

YES Bank, SIDI MOU to finance $127M of energy efficiency projects.

Colorado PUC OK'd community solar gardens in policy reversal.

Southern Power, Turner Renewable Energy bought 74Mw solar plant.

Enel Green started building 292Mw solar farm in Brazil.

Renewable Energy Systems to build 102Mw solar farm in Texas.

Vestas (VWDRY) to supply turbines for 406Mw wind farm off Denmark.

Siemens to supply turbines for 324Mw of wind power in New Mexico, Texas for Pattern Energy (PEGI).

Gamesa to supply turbines for 298Mw Avangrid wind farm in New Mexico.

Global biodiesel production, demand to grow 14% to 38B liters/yr by '20: OECD, FAO.

VW to pay California $86M for diesel emissions cheat.

China found new natgas field. 100B cubic meters.

Chevron, BP, Exxon announced $45B in new drilling.

Libya moving to reopen 2 shuttered oil terminals.

Deutsche Bank cutting finance for coal production.

Air pollution hinders bees from finding their food: study.

Environmental activist in Honduras found dead in garbage dump.

FRIDAY OPEN .... MARKET UP 156--55--20

WTI ~$45, Brent over $46.

287K new jobs in US in June.

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

LIME up 10.
MEEC up 6, new high with very heavy volume.
SENY up 6.
BLDP up 4 with volume.
ASYS, GEVO, SSNI, TERP up 4.

ASTI down 11.
CDTI, PRHL down 6.
LEDS down 5 with extreme volume after yesterday's leap.
OPTT down 5.

THURSDAY CLOSE .... DOW DOWN 22, NAZ UP 17, SP DOWN 1

WTI under $46, Brent under $47. US natgas $2.76.

ADP: 172K new US jobs June.
Pound stopped dropping - so far.
Typhoon hitting Taiwan.
NATO summit.
ISIS installing hundreds of makeshift oil refineries, using armed drones in Iraq.

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

LEDS up 207, new high with extreme volume, news. (Maybe on news of S Korea climate pledge plus their own news?!)
PSPW up 66 with volume.
VSPC up 29.
ZAAP up 28 with volume.
LEOM up 17.
OPTT up 17 with volume.
LYSDY up 13 with heavy volume.
EMKR up 8 with very heavy volume.
MEEC up 8, new high with heavy volume.
NGLPF up 6 on 100 shares.
ADES up 5.
OLED up 2, new high.

WWPW down 20 with heavy volume.
ARVCF down 14.
EVSI down 12.
CABN down 11.
AMTX, CDTI down 9.
FSLR down 9 with very heavy volume, downgrade, news.
LIME down 8.
BIOA, NANX down 7.
GEVO down 6.
ASTI, LTBR, REGI down 5.
RGSE down 4, new low.

SOUTH KOREA $28B CLEAN/RENEWABLE POWER PLEDGE

France awarded 80Mw of new mid-scale solar projects. Sunpower (SPWR), I think, awarded much of it.

Unsubsidized utility-scale solar in US costs $50-70/Mwh v. $52-78 for most efficient natgas power: Greentech Media.

Of 18.6Mw of solar power installed in '15 in China, 4.5Gw not connected to grid: IHS.

Hanergy unveiled solar-powered cars.

Broadwind (BWEN) got new $11M order for wind power towers in US.

Fuel Cell Energy (FCEL) $40M new share offering.

EVs could get 35% of new car sales in Asia by '40: Bloomberg.

Car turbochargers could help US meet fuel standards.

Over 3/4 of Brits want clean air zones. London mayor proposing vehicle emissions surcharges on older vehicles. Near 10K folks/year die early in London from air pollution.

Los Angeles has had 5 driest years on record: NWS.

Arsenic in drinking water near Duke coal power plant.

China to call out cities on water pollution.

Cuba cut work hours because of power shortages.

Oil pipe bombed in Colombia.

More attacks on oil infra in Nigeria.

Fossil fuels ~81% of total US energy consumption in '15. Est. to fall to 76% by '40: report. (Energy consumption includes power industry and vehicles.)

US oil reserves est. 264B bls, ~1/2 in shale. Russia 256B. Sauds 212B. Much of Venezuela's not discovered: Rystad Energy.

THURSDAY OPEN .... MARKET UP 1--11--2

WTI over $47, Brent over $49.

~200K new non-farm jobs US June: Moody's Zandi.
EU seeking sanctions on Spain, Portugal over deficits.
Bond market "epic bubble of colossal proportions": Boockvar.

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

LEDS up 116 with extreme volume, (I think) news.
OPTT up 25 with heavy volume.
ASYS up 9 on 600 shares.
EMKR up 9 with heavy volume.
NTCXF up 6.
VSPC up 5.
OLED up 2, new high.

GRPH down 16.
CABN, XSNX down 12.
ASTI down 8, LSCG down 8 on 300 shares.
FSLR down 7 with heavy volume, news, downgrade.
CDTI down 7.
AMLM, ESPH down 6.
GEVO down 5.