Mcilvaine Insights

 

No. 193   March 22, 2022


 

·       Gas Turbine Filter Purchasing Guide for FiltXPO

·       Transworld Partnership Would be a Game Changer

·       Air, Water, Energy (AWE) Markets with a Transworld Partnership

 

 

Gas Turbine Filter Purchasing Guide for FiltXPO


Attendees at FiltXPO March 29-31 are receiving a unique guide to help them make purchasing decisions.  Links are provided to previous True Cost articles in International Filtration News (IFN). Important cost of ownership questions are listed. Exhibitors who can answer each of the questions are identified. Here is a section on turbine intake filters.

 

Determining the true cost of gas turbine intake filters

https://www.filtnews.com/determining-the-true-cost-of-gas-turbine-intake-filters/

1.     What is the potential for a HEPA filter to reduce maintenance labor on turbine blade cleaning and blade life?

2.     How much more expensive are HEPA filters in both initial capital cost and life expectancy?

3.     How much do the local conditions have to do with filter selection?

4.     Where should you choose static vs. cleanable filters?

 

Exhibitors

Exhibitor Name

Stand #

Contact

name

Answer

Numbers

Ahlstrom -Munksjo

1201

Noora Blasi

1,2,3,4,5

Alkegen

615

Geof Crosby

1,2,3.4.5

Hyfiber

407

Mehmet Gonullu

1,2,3,4

 

IFN will be building on this initiative with future articles in the magazine.

The broader initiative by McIlvaine is to encourage the use of the Industrial Internet of Wisdom to create permanent purchasing decision loops

 

IIoW Purchasing Decision Loops

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The goal is to improve the accuracy of Total Cost of Ownership (TCO) analyses. This involves resolved, unresolved and disputed TCO factors.

 

cid:f1a44f148cd4d04ab56f44dc083cfc17@192.168.168.150

 

The product suppliers are the ones most involved in the disputed factors. An initial effort to analyze these disputed factors has been prepared and is displayed at http://www.mcilvainecompany.com/gtairanalysis/Subscriber/Default.htm

Among the displays are the PowerPoints covering a two-hour discussion of gas turbine intake filters and media hosted by AFS and moderated by Bob McIlvaine.

Panelists are shown in the chart below.

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These panelists represented both filter media and filter suppliers. They discussed a range of conditions from the desert to the artic. There is a dispute about the use of static vs pulsed filters, HEPA versus lower efficiency filters, membranes, vs, glass, or non wovens and other TCO options.

Exhibitors at FiltXPO can address these disputed factors. For example, Ahlstrom can elaborate on the following advantages

·       High level of particulate removal efficiency available for both static and pulse-jet applications – delivering better protection of the turbine against fine dust, soot and salts.

·       Optimal level of pressure drop regardless of efficiency class and product family – helping to maximize output and minimize energy consumption.

·       Longer filter lifetime – optimized self-cleaning properties (pulse-jet) and extended dust holding capacity (static).

·       High level of hydrophobicity across the portfolio – preventing liquid water ingress through the filters and extending lifetime in humid environmental conditions.

The role of the McIlvaine company is to provide market forecasts and project tracking. This includes predicting the percentage split between HEPA and other filters, pulsed versus static and other options.

Forecasts are included in  http://home.mcilvainecompany.com/index.php/markets/air/air-filter-market-and-supplier-program

Weekly tracking of gas turbine projects and a worldwide database are found at http://home.mcilvainecompany.com/index.php/databases/42ei-utility-tracking-system

Bob McIlvaine can answer your questions at 847 226 2391 or rmcilvaine@mcilvainecomopany.com

 

 

Transworld Partnership Would be a Game Changer

The Russian invasion could result in a Transworld Partnership as described below. McIlvaine will be adjusting market forecasts as the situation develops. Here are potential effects by service.

 

FF

SC

FGD

ESP

FGD

SED

LF

Val

Pump

MO

HV

Biomass

M

M

 

 

 

L

L

M

M

M

 

Hydrogen

M

 

M

L

M

L

M

H

H

H

L

CCS

 

 

H

M

H

M

M

H

H

H

 

Freer Trade

M

M

M

M

M

M

M

M

M

M

M

Marshall plan

M

 

 

 

 

L

L

M

M

M

M

Nuclear safety

 

 

 

 

 

 

 

M

 

M

M

L=low impact M= medium impact   H= high impact

FF=Fabric Filter, SC= Scrubber, FGD= Flue Gas Desulfurization and DeNOx, LF=Liquid microfiltration and also RO, UF, and MF, Val=Valves, Pump=Pumps. MO=Monitoring and Instrumentation, HV= HVAC air filtration for renovated buildings but also hydrogen fuel cells

 

 

Air, Water, Energy (AWE) Markets with a Transworld Partnership

A surprising consequence of the Russian invasion is the potential for a Transworld Partnership.

The Russian invasion of Ukraine takes on growing importance day by day.  Last week we discussed the impact as ranging from the Grey-Blue Two Step to Tactical Nukes. On one hand the market would grow due to substitutions for Russian oil and gas.  On the other hand  Russia could use its tactical nukes and greatly reduce the European market for many decades.

This week began with overwhelming support for the Ukrainians but predictions that the move toward globalization has suffered a huge set back. The week is ending with the potential creation of a Transworld Partnership which would actively resist the attempts by any nation to occupy another while at the same time promote free trade.

Finland, Switzerland, and Germany have changed non-intervention polices. No one would have predicted just a few weeks ago. Billions of dollars in humanitarian and defense aid is being supplied by EU countries. Only four countries opposed the U.N condemnation of Russia.

There is serious planning of a 21st century Marshall Plan for Ukraine. The goal would be to build back the demolished cities. There are also a number of economic efforts which will be needed.  The Russian nuclear power plants need to be restored and even made safer. The Ukrainian grain crisis will need to be addressed immediately. The production of rare metals needs to be resumed.

The AWE markets will benefit from this Ukrainian renovation. But the potential is for increased trade and tariff reduction for every free country.

President Zelenskyy yesterday proposed a new international security organization and asked President Biden to be the leader not only of the US, but also of the world. If aggressors know that they will be punished in the way that  Russia is now it will discourage events such as the occupation of Taiwan by China.

In a phone call between  President Biden and President Xi Jinping, the Chinese president stated, “Peace and security are the most cherished treasures of the international community.”  The realization that Switzerland, and every free country is willing to maximize sanctions on an aggressor will discourage China from invading Taiwan.

For the AWE industry just the alleviation of the Taiwanese takeover threat will have major implications.  Its role in supplying most the world’s advanced computer chips makes its fate of the highest importance to the AWE industry.

Due to COVID and Chinese posturing over Taiwan we have started to veer away from the free trade policies which have made the world increasingly prosperous and peaceful. U.S. Chinese activities are so intertwined that both countries would suffer greatly from a suspension of trade.

The Biden Administration policy to become more self-reliant is inconsistent with maximizing prosperity. Seventy years ago U.S. valve manufacturers success depended on their iron foundries. Today no major U.S valve manufacturer operates an iron foundry in the U.S. Many major markets for U.S. AWE suppliers are offshore. Thermo Fisher has its main air pollution research center in China.

The new international security organization envisioned by President Zelenskyy may only need to be as active as the support Ukraine is now receiving. In the short term the military aid is proving effective. In the long term the embargo of advanced chips from Taiwan to Russia will seriously impair its military capability.

The Ukrainian invasion has proven that free nations are willing to band together when liberty is at stake. The threats of a nuclear holocaust are just as real now as at any time since World War II. We are only as far away as one madman with the nuclear button.

In 2014 President Obama negotiated the Trans-Pacific Partnership. The TPP was a trade agreement with 11 other countries in the Asia-Pacific region, including Canada and Mexico. It did not pass congress. We need to now think bigger and include the entire free world and other countries which will agree to abide by the national sovereignty rules. China should be included  but with the proviso that it would lose its membership with rules violations.

The AWE markets are very international. Suppliers and the world will benefit from a  Transworld Partnership.