Mcilvaine Insights

No. 106   May 24, 2019

• Large Maintenance and Repair Market for World’s Coal Fired Boilers
• Power Market Guidance in Weekly Twenty Page Alert 

Innovation in the Combust, Flow and Treat Industry is a Product of Wisdom through Interconnection

Large Maintenance and Repair Market for World’s Coal Fired Boilers

The capacity of installed coal fired power plants will increase from 2 million MW to close to 2.3 million MW between 2018 and 2022.  For some countries such as Belgium coal has been phased out. But for others such as Bangladesh there will be sixteen times as much coal fired capacity in place in 2022 as in 2018. 

McIlvaine has published a new database for coal fired power capacity additions through 2024 for every country of the world. This database is included in 42EI Utility Tracking System.

Power Market Guidance in Weekly Twenty Page Alert

For thirty years suppliers of combust, flow, and treat equipment have received weekly insights on the market and technology. In the current issue we have a region by region analysis of coal fired boiler projects as well as specific power plant project information by fuel type. Relative to components there is a profitability analysis for Chinese and American valve companies. It is indicative of the challenges faced by all component suppliers in the shifting market. One Chinese supplier has become a trusted international success. A criminal warrant has been issued for the chairman of another.

These market challenges can be addressed by innovation and collaboration.  The insights in this weekly alert will help set you on this path. Here is the table of contents for this issue.

UTILITY E-ALERT

#1422– May 17, 2019    Table of Contents

OVERVIEW

THE ROLE FOR THE UTILITY E ALERT

COAL – U.S.

U.S. Power Industry hurt by Tariffs
New York State and Others are Litigating to reduce Upwind NOx Emissions
CFB Boilers in PA meet the NOx Emission Limits

COAL - WORLD

Coal Fired Power Plant Combust, Flow and Treat Purchases will Exceed Those for Wind, Solar, Nuclear, and Gas Turbine Plants
South African Environmental Group  has filed Suit to Block Increases in Allowable Emissions for SO₂ Emitters
Twenty-five Coal Plant Precips in Vietnam are meeting 98% Efficiency
Drax considering converting FGD Scrubbers to CO₂ Capture
India to co-fire Biomass at All Plants
2000 MW Coal Plant under discussion in Australia

NUCLEAR

China approves Four New Nuclear Plants
Egypt’s First Nuclear Plant to be operating by 2026

GAS TURBINES

South Field Energy Breaks Ground for 1,182-megawatt Energy Facility
New Natural Gas-Fueled Generating Stations provide Power to Upper Peninsula of Michigan, allowing Retirement of Presque Isle Power Plant
NOVI Energy selects GE’s HA Gas Turbine for Charles City Combined Cycle Plant in Virginia
Summit signs 22-year PPA for upcoming 583 MW Gas Power Plant; GE to co-develop Plant in Bangladesh

WATER TREATMENT

Lithium from Flyash with 2 stage FGD system

Saltworks offers EDR System with New Sensor for FGD Chloride Reduction

PUMPS

SPX Flow Inc to divest its Power and Energy Business.
Power Industry will Spend $ 3.2 billion for Pumps Next Year
Avingtrans moves Into Profit As Hayward Tyler Takeover Delivers

VALVES

Valve Cost of Ownership reduced at Canadian Power Plant
The Valve Industry in China has changed since This Article was Written
The Tale of Two Valve Companies
Neway is a Major Supplier of Valves to the Coal Chemical Industry as well as Fossil Power
Metso Building $10 million Valve Plant in China
Velan Results are Volatile due to Large Individual Orders

ELECTROSTATIC PRECIPITATORS

Ador uses Redkoh Controllers in Precipitator Power Supplies 
Tai & Chyun upgrades Precipitator in Indonesia
NWL has Worldwide Presence to address the Changing Market
Shuangdun Environmental has supplied a Number of WESPS to Chinese Power Plants
Guodian is active in Precipitator Projects outside China
Longking is World’s Largest APC Company
Balcke Durr Mixer System improves Precipitator Efficiency

BUSINESS NEWS

ExxonMobil to invest $100 million with DOE  for Lower Emissions Research 
Fuel Tech First Quarter 2019 Revenues down slightly from Previous Year
MHPS Americas achieved Record Results in 2018
Flowserve on Track to increase Revenues by Six Percent in 2019
Babcock & Wilcox Path to Profitability

To view this entire issue just   CLICK HERE

The Utility E-Alert can be purchased for $950/yr  41F Utility E-Alert  or as part of a package which also has details on the individual plants and a country by country MW forecast  42EI Utility Tracking System

Innovation in the Combust, Flow and Treat Industry is a Product of Wisdom through Interconnection

A survey by McKinsey shows that 70 percent of senior executives believe that innovation should be a top driver of growth. According to the survey “Innovative cultures don’t magically descend from heaven. The top two motivators are strong leaders who encourage and protect innovation and top executives who actively manage and promote it. In fact, senior executives say their most common sin against innovation is talking it up but failing to act. The second is a failure to model innovation by encouraging behavior such as risk taking and a willingness to consider new ideas”.

Should Combust, Flow and Treat (CF) executives blame themselves for the failure of the industry to innovate or is it systemic?  If customers cannot easily determine the lowest total cost of ownership of a CFT product, there is less incentive to create a better product.  If the CFT industry is not interconnected in such a way that better product information will be properly assessed then innovation is stifled.

The holistic approach to innovation starts with fundamental issues such as what is the definition of  “better”.  The McIlvaine company has developed a unique metric to measure all harm and good Sustainability Universal Rating System.  These fundamentals are the bottom  of a pyramid which is supported by millions of details in organized systems.  For example what are the unique requirements for a slurry flow control valve in a dry FGD system?

The interconnection extends to the various media.  Mcllvaine writes dozens of feature articles per month in magazines on materials, processes, pumps, valves, controls, chemicals etc.  A new collaboration with International Filtration News features monthly “true cost analyses”.  McIlvaine has more than 40 CFT reports, databases and other services which are valuable in pursuing innovation.

One of the most valuable  recent  initiatives is to forecast the market for each type of CFT product for each of the top 20,000 purchasers.  The identification of the opportunity at BASF, Chevron, Sinopec is the first step toward developing better customer specific products. These detailed forecasts are the foundation for bottoms up collaboration among technologies, divisions and geographies.

This concept is explained in more detail in Most Profitable Market Program at www.mcilvainecompany.com

Bob McIlvaine is available to answer your questions at 847 226 2391 or rmcilvaine@mcilvainecompany.com