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WELCOME
Weekly selected highlights in flow
control, treatment and combustion from the many McIlvaine publications.
· Valve
Market Share Analysis for 140 Companies
·
Urgent Answers for Flow and Treat Suppliers
· Climate
Change and the Quality of Life
Valve
Market Share Analysis for 140 Companies
The McIlvaine market share
analysis for each valve supplier is valuable for those companies
considering acquisitions, divestiture or seeking to increase share
organically. This continually updated database and analysis is part
of Industrial Valves: World Markets https://home.mcilvainecompany.com/index.php/markets/water-and-flow/n028-industrial-valves-world-market
There have been a number
of mergers, acquisitions, divestitures, and joint venture agreements
undertaken by valve companies in the last three years. Emerson has
been the most active. The purchase of the valve operations of Pentair
(Tyco) the largest valve producer made Emerson the # 1 producer. In the
latest 12 months sales are estimated close to $3.8 billion compared to $1.6
billion for # 2 Cameron Schlumberger. The largest divestiture was the
GE sale of stock in BHGE to the now independent Baker Hughes with valve
sales of $960 million. You can view graphs of the rankings by geography at Valve
Market Share Analysis for 140 Companies
World Centrifuge Market
Controlled by Fewer than Fifty Companies
Thousands of new forecasts
relative to the market for centrifuges have just been posted to http://home.mcilvainecompany.com/index.php/markets/water-and-flow/n005-sedimentation-and-centrifugation-world-markets. Centrifuges are highly engineered devices which
require substantial capital investment to design and manufacture. It is not
surprising that fewer than fifty companies have captured seventy percent of
the market. You can view an analysis of the top 47 at World
Centrifuge Market Controlled by Fewer than Fifty Companies
Urgent Answers for Flow and Treat Suppliers
The CEO may be evaluating
an acquisition and needs a question answered immediately. The valve
salesman covering BASF may be bidding a large project and want to know
which companies have supplied control valves for condition
monitoring. The Asian sales manager may want to plan his next trip to India
so that he visits the most important prospects. The business development
manager may want an opinion as to the impact of the U.S. endorsement of the
trillion tree program. Learn how the Mcilvaine Company can provide these
answers. Urgent Answers for Flow and Treat
Suppliers
Determining Flow and Treat Market Shares and Rankings
Flow and treat suppliers set a high priority on
determining the market share for their products as well as their ranking
among competitors. There is promotional as well as strategic value. The
research needed to generate promotional value (guesstimates) is modest. The
research needed to maximize the strategic value is considerable. However, Mcilvaine is already doing this
for many products in each industry and geography. So the analyses to
provide reliable data are very cost
effective Determining Flow and Treat
Market Shares and Rankings
Climate
Change and the Quality of Life
Advocates of elimination
of all fossil fuels are motivated by quality of life concerns. South Asian
countries building coal fired power plants are motivated by quality of life
concerns. The key to a policy with broadest support lies in an agreement on
quality of life goals.
This agreement takes on a
new urgency due the breakthrough on methods to “suck the CO2 out of the
air”. Commercial success with biomass combustion and CO2 sequestration
means that this is the preferred power source to reduce CO2 in the
atmosphere. If all the fossil fired power plants in the world
substituted biomass and then sequestered the CO2 we would be reducing the
CO2 in the atmosphere as fast as we were once increasing it.
If the biomass
combustion/sequestration was also combined with the trillion tree program
we would rapidly be on our way to achieving low levels of CO2 not seen
since the 1800s.
The cost of the fuel
options varies widely. So, quality of life impacts vs cost has to be
considered. If one accepts the worst case scenario of climate impact on
life quality with immediate intolerable fires and floods then there ought
be large sums spent to convert existing coal plants to biomass and
sequester CO2. This is the UK policy and is being implemented by the
Drax, NG, Equinor consortium.
The main concern with this
heroic effort is that it may be solar activity rather than fossil fired
power plants that cause climate change. We could be spending
trillions of dollars and not changing the outcome. Rather than argue
absolutes let’s use an approach to evaluate life quality changes of all the
options.
Life quality can be
measured in Quality Enhanced Life Days (QELD) as influenced by tribal
values and the need to discount future values. An Indian family now
using cooking fires and inhaling fine particulate would experience a
positive change in life quality once electricity reaches them.
Alternatively, the great grandchildren of the Indian family may benefit
most from a prohibition of the coal fired plants. Here is where you have to
discount future value in making a decision.
A wealthy Miami
Beach family will receive no benefits from the construction of a power
plant in India. In fact, CO2 does not have geographical bounds. Here
is where you have to take into account tribal values. What is good
for India may not be good for the U.S.
This logical approach is
needed to resolve the climate change controversy. The minimal
discount of future value is reflected in the policy of treating methane
based on the 100-year impact rather than short term. If the concern is
short-term why use a metric based on 100 years.
The Opportunistic Biomass
Combustion and Sequestration opens the door for a policy which can be
endorsed by all sides in the controversy. Because this approach along
with the trillion tree initiative “sucks CO2 out of the air there is
no longer a tipping point. Investment in climate change initiatives can be
based on a careful assessment of QELD.
The analysis of life
quality and QELD is explained at Sustainability Universal Rating System
The Opportunistic Biomass
Combustion and Sequestration is explained at The Opportunistic Antidote to the
Climate Change Doomsday Scenario
A tracking system for all
power plant projects along with analysis of technologies is provided
in http://home.mcilvainecompany.com/index.php/databases/42ei-utility-tracking-system
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