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· Soaring Market for High Efficiency Air Filters
· Forecasting Markets Based on EBITA Not Revenues
· Pharma Flow and Treat News Issued Twice Weekly
· Power Flow and Treat Projects and Technology Covered Weekly
Soaring Market for High Efficiency Air Filters
The public views about air quality are changing and are creating a large long term market for high efficiency filters in HVAC systems. Celebrities are telling us in TV advertisements that you should enter buildings only if they have a Well Health Safety Seal.
Wildfires in Siberia and the Western U.S. are creating unhealthy air just at the time the medical profession is advising the intake of more outside air.
The Delta variant is wreaking havoc around the world. The latest thinking is that vaccinations alone are not going to be adequate. Better indoor air quality along with other measures will be needed.
Upgrades to HVAC systems will typically result in MERV 8 filters being replaced by MERV 13 or even MERV 16. HEPA filters will be utilized in spaces where large numbers of people will be passing through or congregating.
The use of HEPA room air purifiers has grown rapidly and the trend is likely to continue.
The market for high efficiency filters is very strong in countries where there are large numbers of unvaccinated people. In Asia and Africa it will be years before there is any chance of herd immunity even for a virus less virulent than the Delta variant.
McIlvaine is continually revising air filter and media forecasts in four different efficiency ranges for each country and also segmented by commercial, residential, education, and various industries. The report also includes forecasts for gas turbine intake filters which use the same media.
The excel based report has more than 20,000 forecasts and is available for $4,000.
Bob McIlvaine can answer your questions and provide details. His email is rmcilvaine@mcilvainecompany.com. You can also reach him at 847 226 2391.
Forecasting Markets Based on EBITA Not Revenues
A valve, pump, or cartridge company can accurately forecast labor and material costs based on many millions of digital inputs, analyses and aggregations. The approach of first forecasting total cost and then segmenting by individual product is unworkable. But too often this is the market forecasting approach.
It is commonly assumed that there is a total market forecast number readily available. This can then be used to forecast a segment. The reality is that even present and past revenues have to be calculated at a granular level and then aggregated.
Management relies on sophisticated cost forecasting for each product to make its projections. There would be benefits to do the same with markets.
Cost forecasting relies on supplier price assumptions. Market forecasting should be based on specific EBITA for each product. $300 billion per year is spent on flow and treat products and services based on performance. Higher performing products can achieve higher prices and EBITA.
Cost forecasting takes into account the production capability of each machine. Market forecasting should provide reliable targets for each salesman. These targets should be continually adjusted.
Here is a sample of the level of detail which can be incorporated.
Geography: Indonesia
Application: Oil and gas pipelines – mid stream
Valve type: Ball, sub type - trunnion
Size : 1”-12”, 14”-36”, 38”-54”
Competitor: Market share, TCO factors
Price/unit: Includes EBITA based on price/volume analysis
Forecasts expanded based on already available excel spreadsheet
If the basic forecasts are available it is relatively easy to add segments such as support, size and even entry (top or side).
It should be noted that the market for high performance products depends on value based pricing. The future market is partially determined by the supplier. The best example is single use valves, pumps, and filters in cell and gene therapy. A big increase in purchases is offset by productivity increases not deterred by cleaning downtime.
3M doubled the market for HVAC filters by inventing an electrostatically charged filter media and then validating the health benefits to home owners. But 30 years later this market is in flux with the advent of nanofibers. The validation status of this product and other flow and treat products is covered at http://home.mcilvainecompany.com/index.php/30-general/1658-holistic-content-marketing-program
McIlvaine market reports are a good starting point for the detailed analyses needed. There are reports in each of many areas of flow and treat. There are 685,000 valve forecasts which are continually updated and provided in excel format. Details on these reports are found at www.mcilvainecompany.com and then “Markets”
McIlvaine can also provide any level of further analysis. Bob McIlvaine can answer your questions at 847 226 2391 and email rmcilvaine@mcilvainecompany.com
Pharma Flow and Treat News Issued Twice Weekly
Here are the headlines for the latest Pharma Prospects which is issued twice per week
PRODUCTS
· Process valve island increases dosing accuracy and improves predictive maintenance
· Bürkert EDIP platform reduces reliance on chipsets
· NIBRT chooses SP fill-finish system for advanced training
· SP expands freeze dryer loader range for aseptic processing
· Chemical compatibility for control valves
PROJECTS
· SP Scientific Products doubles fill-finish manufacturing capacity
· Recipharm invests in fill finish capacity in India
· Nkarta Establishes New NK Cell Therapy Manufacturing Facility and Headquarters
· Water Quality Lab Prepares for High-Profile Change
· Sanofi Will Help Produce 200M Doses of Moderna COVID-19 Vaccine
· Johnson & Johnson's D.C. Incubator Opens for Business
· Science Park Merger Creates UK’s Largest Life Sciences Ecosystem
· Laval Launches Phase II Of Its ‘Biotech City’ Science Park Project
· Parker Bioscience Filtration Expands to Support Vaccine Manufacturing Operations.
· Bushu, Suzuken Collaboration Expands Services for Specialty Pharmaceuticals
· Syngene, BMS Extend Long Term Research Alliance until 2030
Profiles of the major pharma companies and a search ability of all past issues are included.
http://home.mcilvainecompany.com/index.php/databases/83ai-pharma-prospects
Power Flow and Treat Projects and Technology Covered Weekly
Here are the headlines for the Weekly Utility E Alert for July 23
COAL – U.S.
· Vistra Continues its Transition Away from Coal with Retirement of Zimmer Power Plant
COAL – WORLD
· Bangladesh Has Cancelled Plans to Build Ten Coal-Fired Power Plants
· ISGEC Has FGD Order For 1320 MW at Odisha
· Andritz to Supply Another Flue Gas Desulphurization Plant to Tata Projects Limited For The Thermal Power Plant in Jojobera India
CO2
· Black & Veatch Awarded Federal Funding to Advance Direct Air Capture Technology
GAS TURBINES
· TransAlta Completes Second Off-Coal Conversion – Another Major Milestone in its Phase Out of Coal
· GE Celebrates Success for First GT26 HE Upgrade Implementation, Adds New Orders around the World
· Latest Game Changer in Argentina and Singapore
RECIPROCATING ENGINES
· INNIO Jenbacher Gas Engines Ready for Hydrogen
BIOMASS
· RJM Supplies Biomass Burners
· Strong Future for BECCS in UK
· Aemetis Negotiating Supply of CO2 for Carbon Sequestration
· Fulcrum Bioenergy Completes Construction of Sierra Biofuels Plant
· Switchgrass Could Be a Significant Bioenergy Source
· Brazil Pursuing Bioenergy
· Kenya Considering Water Hyacinth For Bioenergy
· Bright Future For BECCS Charted by Future Metrics
· Drax BECCS is Most Cost Effective For UK
WASTE-TO-ENERGY
· Hamon ACC Selected For the Protos Project in the UK
HYDROGEN
· Tallgrass Energy Awarded U.S. Department of Energy Funding to Advance Next Generation Clean Hydrogen Technologies
· Saudi Arabia, Oman, and Australia Have Big Hydrogen Plans
· Air Products Chooses Haldor Topsoe’s SynCOR Technology For World-Scale Blue Hydrogen Energy Complex in Canada
· Heliogen and Bloom Energy (BE) Announced a Partnership to Produce “Green Hydrogen”
NUCLEAR
· Doosan Heavy Industries and Construction Completes Fourth Investment in NuScale Power
· Legacy Tennessee Valley Authority Partnership Extended to Maintain Nuclear as a Cost-Competitive Clean Energy Source
STORAGE
· Daybreak Power – FERC Issues Permit for Massive Storage Project on Columbia River
· Calpine and GE Renewable Energy Complete Santa Ana Storage Project in Southern California
BUSINESS
· The American Clean Power Association and the U.S. Energy Storage Association Announce Intent to Merge
· GE India Profiting from FGD and Service
The weekly alert is available separately for $950 per year or as part of the Utility Tracking System which covers every coal fired plant around the world. A special package price is available to include the Gas Turbine and Reciprocating Engine Supplier Program.
http://home.mcilvainecompany.com/index.php/databases/42ei-utility-tracking-system
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