Water Market Insights  
No. 18   September 14,  2012   

 

 

 

 

 WELCOME

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·        Drinking Water Supplies Will Account For 48 Percent of the Cross-Flow Membrane Equipment and Module Purchases Next Year

·        Valve Industry Expecting Greater Growth Than Predicted by McIlvaine

·        McIlvaine Hot Topic Hour Registration

·        Headlines for the September 7, 2012 – Utility E-Alert

 

Drinking Water Supplies Will Account For 48 Percent of the Cross-Flow Membrane Equipment and Module Purchases Next Year

Sales of cross-flow membrane systems and replacement modules will exceed $9.7 billion next year.  Forty-eight percent of this total will be for municipal drinking water. This includes the reverse osmosis systems used for seawater desalination and the ultrafiltration and microfiltration systems used for drinking water extracted from fresh water sources. This is the conclusion reached in the latest additions to RO, UF, MF World Market published by the McIlvaine Company.  (www.mcilvainecompany.com)

Cross-Flow Membrane Revenues ($ Millions)

Ranking         Industry                                 2013

     1                 Desalination                            2,852

     2                 Water                                      1,845

     3                 Pharmaceutical                           875

     4                 Residential/Commercial             721

     5                 Power                                         559

     6                 Wastewater                                354

     7                 Metals                                        343

The world’s population is increasing most rapidly in the areas of the world with the least amount of fresh water. This has greatly increased the demand to desalinate seawater to provide drinking water as well as water needed by industry.

Traditionally, municipal drinking water plants utilized sand filters to remove particulate from extracted water. However, macrofiltration and ultrafiltration provide greater protection from disease and are capturing more market share each year.

The pharmaceutical industry will be the third largest purchaser. Residential and commercial use is growing robustly due to poor municipal water quality in many countries.  The power industry uses cross-flow membranes to purify boiler feedwater. There is an increasing use of treated municipal wastewater for golf courses, lawns and other “grey water” applications.

For more information on RO, UF, MF World Market, click on:  http://www.mcilvainecompany.com/brochures/water.html#no20.      

 

Valve Industry Expecting Greater Growth Than Predicted by McIlvaine

The McIlvaine Company is projecting an annual growth rate of 4.2 percent for the industrial valve industry over the next three years. This is about one percent lower than forecasts generated by the valve companies and their analysts. This is the conclusion just posted in the McIlvaine Industrial Valves: World Markets.

The McIlvaine Company is forecasting growth for the industrial valve industry of 4.2 percent this year and similar growth in succeeding years.

Year

Revenues  $ Billions

Growth %

2012

51.3

4.2

2013

53.4

4.1

2014

55.7

4.3

This contrasts to the forecasts published by the publicly held valve companies and the analysts who follow these companies. Here are forecasts for five companies among the largest twenty:

Valve Rankings and Corporate Sales ($ Millions)

Ranking

Company

2011 Valve Sales

Corporate Sales

2012

2012 % Increase

2013

2013 % Increase

2014

2014 % Increase

1

Tyco International

2,160

18,015

3.80%

18,942

5.15%

19,852

4.80%

3

Kitz

931

1,383

2.29%

1,431

3.47%

1,530

6.92%

9

Rotork

610

800

13.80%

861

7.63%

924

7.32%

10

KSB

596

2,558

8.67%

2,670

4.38%

2,795

4.68%

17

Weir Group

373

4,102

14.42%

4,320

5.31%

4,455

3.13%

Tyco is the largest valve company (merging with Pentair). Valve sales in 2011 were $2.16 billion. Corporate sales are predicted to rise 3.8 percent in 2012. Kitz valve sales according to McIlvaine analysis were $931 million in 2011 making them the third largest industrial valve supplier. Corporate sales in 2012 are projected by the company and its analysts to reach $1.38 billion for an increase of 2.2 percent.  2014 revenues of $1.5 billion are projected. This would be an increase of close to 7 percent over the projected 2013 forecast.

The differences between the McIlvaine forecast and the aggregation of the forecasts of the individual companies are less than they seem.  McIlvaine forecasts are in constant 2010 dollars. Many of the corporate forecasts are in actual dollars including inflation. The growth of the publicly held companies often includes acquisitions. So the acquiring companies on the whole will grow faster than the industry.

The company forecasts are for all products and not just valves, so this is another variable.

For more information on Industrial Valves: World Markets http://www.mcilvainecompany.com/brochures/water.html#n028

 

McIlvaine Hot Topic Hour Registration

On Thursday at 10 a.m. Central time, McIlvaine hosts a 90 minute web meeting on important energy and pollution control subjects. Power webinars are free for subscribers to either Power Plant Air Quality Decisions or Utility Environmental Upgrade Tracking System. The cost is $125.00 for non-subscribers.

Market Intelligence webinars are free to McIlvaine market report. 

 

2012

 

DATE

SUBJECT

 

September 27

Coal-fired Boiler Optimization – Part 1

Power

October 11

Coal-fired Boiler Optimization – Part 2

Power

October 18

Air Preheaters & Heat Exchangers

Power

October 25

Instrumentation for air, gas, water, liquids (forecasts, market shares, growth segments).

Market Intelligence

November 1

Cooling Towers and Cooling Water Issues

Power

November 8

FGD Scrubber Components

Power

November 15

Dampers and Expansion Joints for Coal-fired and Gas Turbine Power Plants

Power

November 29

Catalyst Selection for NOx and Other Gases

Power

     

December 6

Boiler Feed and Cooling Water Treatment

Power

December 13

Co-firing Sewage Sludge, Biomass and Municipal Waste

Power

 

2013

 

January 10

Update on Oxy-fuel Combustion

Power

January 17

Production of Fertilizer and Sulfuric Acid at Coal-fired Power Plants                  

Power

January 24

Gypsum Dewatering

Power

January 31

Filter media (forecasts and market drivers for media used in air, gas, liquid, fluid applications, both mobile and stationary).

Market Intelligence

February 7

Valves for Power Plants, Boilers and Water Treatment Facilities

Power

To register for the Hot Topic Hour, click on:

http://www.mcilvainecompany.com/brochures/hot_topic_hour_registration.htm.

 

Here are the Headlines for the September 7, 2012 – Utility E-Alert

UTILITY E-ALERT

#1091 – September 7, 2012

 

Table of Contents

COAL – US

COAL – WORLD

§  Foster Wheeler to supply Equipment to Coal-fired 60 MW CFB Power Plant in South Korea

§  Malaysian Firm selected for Joint Venture 1,320 MW Coal-fired Power Plant in Bangladesh

§  Reliance Power starts Coal Mining for Sasan 4,000 MW Ultra Mega Power Project

§  Czech Coal bids CZK 14-16 Billion for CEZ’s Pocerady Power Plant

§  Australia backs away from Closure of 2,000 MW of Coal-fired Capacity

§  Canada finalizes Coal-fired Power Plant Closure Rules

§  PTBA to build 2x620 MW Power Plant in South Sumatra, Indonesia with China Huadian Help

§  India High Court cancels Land Deals for Four Coal-fired Power Projects

§  Yokogawa Electric to supply Control Systems for Mong Duong 2 in Vietnam

GAS/OIL / US

GAS/OIL WORLD 

§  Forge Group to construct $286 Million Combined Cycle Power Station in Cape Lambert, Australia

§  KGHM and Tauron to build 850 MW Blachownia Combined Cycle Power Plant in Poland

§  Not the Best Market for Gas-fired Generation in the UK

§  Reliance Infrastructure plans to convert Kerala (India) Power Plant to Gas-firing 

CO2

NUCLEAR

BUSINESS

§  Metso’s Automation Technologies reduces Emissions and Saves Money at Grant Town Power Plant

§  Alstom to retrofit Control Systems at EDF Nuclear Plants

§  ABB to supply Equipment for 290 MW Yunus Emre Power Plant in Turkey

§  France is facing Power Shortages by 2016

§  CoaLogix Partners with Martin Engineering for Innovative Solution to SCR Ash Buildups

§  Dominion to sell Brayton Point, Kincaid, and Elwood

§  Jindal Steel & Power takes over CIC Energy Corp.

§  $5.5 Billion Market for NOx Control Systems Next Year

HOT TOPIC HOUR

 

For more information on the Utility Environmental Upgrade Tracking System, click on: http://www.mcilvainecompany.com/brochures/energy.html#42ei.

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 You can register for our free McIlvaine Newsletters at: http://www.mcilvainecompany.com/brochures/Free_Newsletter_Registration_Form.htm.

 

Bob McIlvaine
President
847 784 0012 ext 112

rmcilvaine@mcilvainecompany.com

www.mcilvaine@mcilvainecompany.com

 

Copyright © 2012 McIlvaine Company. All Rights Reserved
191 Waukegan Road Suite 208 | Northfield | IL 60093

Ph: 847-784-0012 | Fax; 847-784-0061

 

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