Mcilvaine Insights

No. 179   November 5, 2021

·       U.S. Election Results Will Redirect Nation Toward Moderation

·       Flexible Approach to Greenhouse Gas Reduction

·       AWE Markets Forecast for Thousands of Food and Beverage Niches

U.S. Election Results Will Redirect Nation Toward Moderation

New Jersey voters were voting against high property taxes while Virginia voters were focused on immediate life quality impacts for themselves and their children.

How will these warnings impact Congress and the Administration? One possibility is a slow down on clean energy policies which are perceived to be costly. The argument has been that the cost in coming decades of doing nothing will far outweigh the costs of doing something now.

The analysis has to take into account how voters prioritize life quality decisions. Two factors are “Discounted Future Value” and the “ Tribal Factor” The fact that a large number of Americans are willing to risk autocracy in the future for short term gains illustrates a heavy discount of the future.

The influence of tribal factor as cloaked in critical race theory and voting fraud is even more likely when it comes to saving people around the equator.

The life quality wishes of the voter have been analyzed and a metric created as explained at http://www.mcilvainecompany.com/SURS/subscriber/Default.htm

Flexible Approach to Greenhouse Gas Reduction

The U.S. electorate as witnessed on November 2^nd is focused on the present and their own economic

 circumstances. This dictates a flexible approach to greenhouse gas reduction. This is one which will proceed to the extent voters in the U.S. and Asian countries will discount future values and tribal factors.

Combined Heat and Power (CHP) can be implemented taking advantage of all greenfield opportunities but also applying it to existing operations.

Biomass co-firing involves minimal capital cost and can be utilized in a range of 0-100% of the fuel. A number of Asian countries would face high electricity prices if they abandon solid fuel firing in the short term. Some are already on a path to maximize biomass utilization http://home.mcilvainecompany.com/index.php/47-news/1680-nr2666

AWE Markets Forecast for Thousands of Food and Beverage Niches

The food industry accounts for a significant percentage of World GDP. Purchases of Air, Water, and Energy (AWE) products for food are in excess of $60 billion per year.

For each product it is necessary to understand the application and the general total cost of ownership factors. For each corporation it is necessary to understand the total cost of ownership factors at each plant, The AWE provider needs to compare TCO factors for his product to that of competitors. He then needs to validate his lowest total cost of ownership (LTCOV).

This whole process starts with identifying the processes and markets in each food and beverage sector.

The following questions need to be answered.

·       How big is the market?

·       What is its growth rate?

·       What are the processes and to what extent do they require AWE products for general, critical, severe, and unique service?

·       What % is AWE of the total retail sales

The market has been divided into beverages and food and then to specific products in each .

1.      C-Critical, G-General, S-Severe, U-Unique

2.      H-High, M-Medium, L-Low

Beer is the largest beverage market. AWE represents a relatively large percentage compared to industry revenues. There are critical and severe service applications.

The  poultry, meat, seafood industry is the largest food market. It is a big market for AWE products but in relationship to total industry sales it is small.

The air segment for food is much bigger than for beverages. Industries such as flour involve major investments in dust collection and pneumatic conveying. Screening and drying are frequently employed.

1.      C-Critical, G-General, S-Severe, U-Unique

2.      H-High, M-Medium, L-Low, VL-Very Low

Information on each one of these food segments has been analyzed and for each process the TCO factors for each AWE product have been compiled.

This additional insight is applied to forecasts already generated by country and industry. For example the Thailand forecast already has food forecasts for 10 valve types. The custom analysis will show that in the sugar segment, Thailand is a major AWE purchaser even though it is a small purchaser in other food segments.

Thailand has eight major sugar producers and 49 sugar factories. Its electricity prices are in the middle at $0.11/kwh.

Other generic TCO factors are easily compiled before the harder work of analyzing the performance of the better product compared to competitors.

Information on specific market reports such as ones on pumps, valves, instrumentation, centrifuges, cartridges, cross flow membranes, filter presses, treatment chemicals, dust collectors and scrubbers is shown at www.mcilvainecompany.com  under markets.

Information on the Most Profitable Market  Program is also linked from the home page.

Bob McIlvaine can answer your questions at 847 226 2391.