Air Filtration Insights  

No. 33  September 2014       

 

 

 

WELCOME

This bi-weekly Air Filtration Insight provides excerpts from the McIlvaine Air Filtration and Purification World Markets.  It also provides excerpts from related publications. The market report provides the latest forecasts, market shares and insights relative to technology and opportunities. 

 

·       Gas Turbine – Combined Cycle Supplier Program Has Continually Updated Project Information

·       Commercial Air Filter Sales to Approach $2 Billion in 2015

·       Air Filtration Market Update Headlines - August 2014

·       GDP Update Headlines - August 2014

·       World Power Generation Project Headlines Revision Date:  August 6, 2014

 

 

 

 

 

Gas Turbine – Combined Cycle Supplier Program Has Continually Updated

Project Information

 

Weekly project updates identify project developments in the timeliest manner. For many products the decisions are now being made for projects starting up in 2015. With this system you can click on the year and state or country and immediately identify the projects that should be pursued.

 

Gas Turbine Projects by Start Date and Location

 

Startup Date 2015:  US – California

Location

Location Comment

Project Title

 CA

 Kings Country

 Henrietta combined cycle conversion - GWF Energy

 CA

 Kings County

 Hanford combined cycle conversion - GWF Energy

 CA

 Los Angeles County

 Alamitos Energy Project combined cycle - AES Corp.

 CA

 Los Angeles County

 Glenarm combined cycle expansion - Pasadena Water & Power

 CA

 Los Angeles County

 Scattergood 3 - Los Angeles Dept. of Water & Power

 CA

 San Diego County

 Pio Pico Energy Center peaker-San Diego Gas & Electric

 

Startup Date 2015:  Israel

 

 Israel

 HaDarom

 Hagit CCGT Unit 9-Israel Electric

 Israel

 HaDarom

 Israel Chemicals cogen plant

 Israel

 HaZafon (Northern District)

 Alon Tavor CCGT Units 5 & 6-Israel Electric

 Israel

 Tzafit

 Haruvit CCGT-Dalia Power Energies

 

 

For more information click on:

59EI Gas Turbine and Combined Cycle Supplier Program

 

 

Commercial Air Filter Sales to Approach $2 Billion in 2015

Sales of air filters for commercial and institutional buildings will reach just under $2 billion in 2015.  This is the conclusion of the McIlvaine Company in Air Filtration and Purification World Market.

(www.mcilvainecompany.com)

Commercial Air Filter Revenues ($ Millions)

Bottom of Form

World Region

2015

 Total

 1,965

 Africa

 56

 CIS

 87

 East Asia

 674

 Eastern Europe

 41

 Middle East

 44

 NAFTA

 586

 South & Central America

 40

 West Asia

 69

 Western Europe

 368

China is the world’s leading purchaser of commercial filters.  This is due to several factors.  One is the high rate of growth of the commercial building industry.  Another is the high particulate levels in ambient air.  This results in more rapid filter replacement than in countries with relatively clean air.

The Chinese construction industry recorded a nominal CAGR of 19.99 percent in 2009–2013.  The infrastructure and residential markets collectively accounted for 72.3 percent of the total construction industry in 2013 and are expected to grow at 9 percent CAGR due to increased public investment, urbanization and the strong demand for housing.

Twenty years ago the U.S. was the center for HVAC, but now China holds the number one position.

In terms of air conditioning unit sales in China, Japanese manufacturers Daikin, Hitachi, Toshiba and Samsung command more than 30 percent of the market.  Daikin also owns AAF and is one of the largest air filter manufacturing companies in the world. Western companies York, Carrier, Trane and Dunham-Bush have more than 25 percent market share for air conditioners in China.  Haier, Gree and Midea account for more than 20 percent of the market. 

Other suppliers are Hisense, Panasonic, Kelong, Glaze, Aux, Chigao, Mitsubushi, Samsung, Changhong, Chunlan, TCL, Hitachi, Sharp, Fujitsu General, Sanyoo and  LG.

 

China can be divided into five climatic zones, each of which has different filtration needs:

·       Severely cold, e.g. Heilongjiang province, where heating is very important for most of the year,

·       Cold, e.g. Beijing, where heating is necessary from October to March, while cooling in summer is not a big problem,

·       Hot in summer and cold in winter, e.g. Shanghai and nearby provinces, where cooling in summer and heating in winter are necessary,

·       Warm, e.g. Guangdong and Fujian provinces, where heating is not necessary and cooling is needed in summer,

·       Hot, e.g. Hainan province, where cooling is needed all the year.

Buildings contribute up to 25 percent total energy consumption in China.  (Sixty percent is for heating and cooling.)

The fast economic development and the increasing living standards of people in China have prompted a new wave of building construction.  Since the year 2000, 1.5 billion m2 area of buildings have been built every year, and this is projected to continue until the year 2020.  International companies are now conducting research in China.  In Feb. 2004, Trane founded its R&D center in Shanghai.  York founded its Asia Pacific R&D center in Nov. 2004 in Wuxi.  The Carrier R&D center started to function in 2006.

Air filters are used in both the central HVAC systems and for room air conditioners.  One of the trends boosting revenues is the trend to select the more efficient and expensive F5-9 filters as opposed to the less expensive and efficient H1-4 design.  Concerns about air pollution and health have influenced Chinese building owners to upgrade to more efficient filters.  Another driver is energy consumption.  Dirt on air conditioner coils increases energy consumption.

For more information on Air Filtration and Purification World Market, click on:  http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/108-n022

 

AIR FILTRATION MARKET UPDATE

AUGUST 2014

 

INDUSTRY NEWS

INDA’s Filtration 2014 at Baltimore Convention Center, November 18-20, 2014

Hospitals Risk Losing Medicare Payments if Infections Aren’t Reduced

CONSTRUCTION

U.S. Housing Starts Rose 15.7 percent in July

COMPANY NEWS

Donaldson to Acquire Middle East Gas Turbine Filter Maker Northern Technical

Eastman to Acquire Knowlton Technologies

Nederman Wins U.S. Turbine Inlet Filtration Contract

Clarcor to Invest In New Innovation Center

Ahlstrom Announces Price Increases For Advanced Filtration Materials

Fiberglass Filtration Media Price Increase - AAF Americas

Johns Manville Re-Aligning Engineered Products Business to Drive Growth

Camfil to Manufacture Proprietary Line of Pleated Panel Air Filters for Custom CosaTron Air Purification Systems

Neenah Completes Purchase of Crane Technical Materials

FINANCIALS

Donaldson Reports Record Fourth Quarter Sales and Earnings

Ahlstrom Profitability Improved January-June 2014

Clarcor Reports Second Quarter Earnings

Many projects, mergers and acquisitions are detailed in monthly updates in the Market Report’s Chapters under Industry Analysis.

AEROSPACE

FOOD

FLAT PANEL

METALWORKING

OTHER ELECTRONICS

 

PHARMACEUTICAL

POWER

PULP MILLS

SEMICONDUCTOR

TRANSPORTATION

 

For more information on Air Filtration and Purification World Market, click on:  http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/108-n022

 

 

 

GDP UPDATE HEADLINES

 

 AUGUST 2014

 

TABLE OF CONTENTS

 

AMERICAS

United States

Chile

Mexico

Virgin Islands

 

ASIA

Hong Kong

India

Japan

Malaysia

Thailand

 

EUROPE / AFRICA / MIDDLE EAST

Belgium

Eurozone

Israel

Germany

Italy

France

Nigeria

 

 

AMERICAS

 

Mexico

Mexico’s gross domestic product fell less-than-expected in the last quarter, according to official data.

 

Mexican GDP 1.6% vs. 1.5% forecast. In a report, Insituto Nacional de Estadistica Y Geografia said that Mexican GDP fell to a seasonally adjusted 1.6%, from 1.8% in the preceding quarter. (The remaining text is not included in this sample.)

 

ASIA

 

India

Reserve Bank of India has projected around 5.5% GDP growth for 2014-15 after two painful years of sub-5% growth, as the new government focuses on fiscal consolidation and is taking steps to clear stalled industrial and construction projects to shake up a stagnating economy.

 

This is in line with the projections made at the start of 2014-15 and RBI is now looking at the prospect of a sustainable 7% growth in the medium term if the government takes the reforms process forward in the areas of industry, services, international trade, labor markets, public sector management and financial markets.

 

"The Indian economy stands at crossroads that could take it from a slow bumpy lane to a faster highway," RBI said in its annual report for 2013-14. (The remaining text is not included in this sample.)

 

EUROPE / AFRICA / MIDDLE EAST

 

Israel

War is supposed to be “good” for the economy, according to some experts, by boosting government spending — but that hasn’t happened in Israel’s conflict with Hamas in Gaza. The travel industry is in a shambles, tourism’s summer high season is ruined, and much-needed work isn’t getting done because 50,000 reserve soldiers, most of them members of the workforce, are otherwise occupied on the front lines. This is in addition to the expense of the war itself.

 

It was inevitable that the war would have an impact on the economy, according to Psagot Investment House. In its report, the group put the cost of the war at a quarter of a percent of what had been an expected 2.9% growth in GDP for 2014. Taking into account the losses to business, the expenses the government is facing, and the cost of repairing the economic damage, the report bumps down the expected growth rate for Israel for the year to 2.4% – taking into account the possibility that the war will last for another week and a half. If it goes longer, Psagot said, it may have to revise its figures again.

 

Even so, Psagot predicted the losses would be temporary.

 

The group made its assessment on the basis of another “summer war” — the Second Lebanon War, which took place during July and August of 2006. The war also hurt tourism and required extensive resources to repair buildings that were damaged by Hezbollah rockets. Iron Dome, which has spared lives and property this time by intercepting incoming rockets, had not been invented yet. While far fewer buildings have been damaged in the current war, Psagot said, that “gain” is wiped out by the fact that life in many more cities in the center of the country are being affected in many ways by Hamas rockets. Hezbollah was unable to reach farther south than Hadera, while Hamas rockets have hit Tel Aviv and well to the north. . (The remaining text is not included in this sample.)

 

 

A complete analysis of GDP and Monthly Updates for individual countries is included as part of Air Filtration and Purification World Market.

For more information on Air Filtration and Purification World Market, click on: http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/108-n022.

 

 

World Power Generation Projects

This includes only projects where there was an update during the month.  There are thousands of projects in the database.

 

 

 

New power generation projects are tracked in two publications. Fossil and Nuclear Power Generation includes both market forecasts and project data. World Power Generation Projects has just the project data.

 

This includes only projects where there was an update during the month. There are thousands of projects in the database.

 

Revision Date:  August 6, 2014

 

Project Title

First Entry Date

Location

Startup date

 Kimberlina oxy combustion - Clean Energy Systems

1/1/2008

CA

On hold

 Oakley combined cycle - PG&E

3/1/2010

CA

2016

 Palmdale Hybrid Power Plant Project - City of Palmdale

1/1/2009

CA

Unknown

 Lancaster Energy Facility #1 - Electricity Provider

2/1/2002

CA

Cancelled

 La Jolla Baldwin peaker - La Jolla Energy

6/1/2001

CA

Cancelled

Scattergood 3 - Los Angeles Dept. of Water & Power

 

CA

2015

 San Gabriel Generating Station - NRG Energy

8/1/2014

CA

On hold

 Henrietta combined cycle conversion - GWF Energy

8/1/2014

CA

2015

 Hanford combined cycle conversion - GWF Energy

8/1/2014

CA

2015

 Cherokee 5 combined cycle - Xcel

8/1/2014

CO

2015

Gilcrist County - Seminole Electric

8/1/2010

FL

Cancelled

 Lebanon Card St. peaker - Connecticut Light & Power

3/1/2008

CT

Cancelled

 Henry County peaker - Northland Power

8/5/2014

IL

Unknown

 Boone County peaker - Northland Power

10/1/2012

IL

Unknown

 Nelson combined cycle - Invenergy

8/1/2000

IL

2015

 Eagle Valley combined cycle - IPL

5/1/2013

IN

2017

 

 

 

For more information on World Power Generation Projects, click on: http://home.mcilvainecompany.com/index.php/databases/28-energy/486-40ai

 

 

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Bob McIlvaine, President
847 784 0012 ext 112

rmcilvaine@mcilvainecompany.com

www.mcilvainecompany.com