Market Shares Keep Changing in $381 Billion Fluid/Gas Treatment Market
The proposed acquisition of Charter by Colfax is additional recognition of a very big market which includes both liquid and gas treatment. Colfax is involved with pumps and the liquid treatment market. Charter, through its Howden group, is one of the world’s largest manufacturers of industrial fans to move gases. Presently, Colfax ranks twenty in pump sales with revenues of just under $500 million. It is not in the top one hundred in the broader fluid treatment category. If this acquisition is completed, the company will be in the top one hundred. These rankings are continually revised in Fluid/Gas Treatment and Control: World Markets published online by the McIlvaine Company www.mcilvainecompany.com.
Air/gas treatment represents $80 billion of the $381 billion total.
Fluid Treatment & Control

TOTALS
Pumps & Valves $186
Liquid Treatment $115
Air/Gas Treatment $80
TOTALS $381
There are a number of other divestitures and acquisitions changing the fluid/gas treatment rankings. ITT will create a separate water company and Tyco will separate into three companies. In both cases the fluid treatment ends up in one of the entities so the rankings do not change.
The recent acquisition of the Norit membrane business by Pentair strengthened its position as number five with fluid/gas treatment sales of $2.8 billion. The acquisition also provides a significant additional presence in the industrial filtration business.
Not too many equipment companies are in both the air and liquid business. One exception is Siemens who acquired an air pollution control company (Wheelabrator) and a liquid treatment company (USFilter). GE has BHA in the air pollution control business and GE Water which is the assimilation of various acquisitions including Betz, Ionics, Zenon and Osmonics.
Many filter media companies are in both air and liquid markets. Ahlstrom, W.L. Gore, Lydall, Hollingsworth & Vose and Freudenberg are some of the larger participants. Materials companies are also active in both areas. Industeel is a major supplier of corrosion resistant steel to both the air and water industries. Dow Chemical is active in filtration equipment but also in the high performance plastics used in water piping. It also supplies treatment chemicals. Albemarle has moved into the air segment with the acquisition of Sorbent Technologies. Calgon Carbon was primarily in water treatment, but the big new market for mercury removal from gas streams has created a sizable market. Lhoist is a major supplier of calcium products for the treatment of both air and water. LaFarge, Graymont and Mississippi Lime are also participants. FMC and Solvay are pursuing growing markets in air treatment chemicals.
For more information on: Fluid/Gas Treatment and Control: World Markets, click on:
http://home.mcilvainecompany.com/index.php?option=com_content&view=article&id=71
----------
Here are the Headlines for the September 16, 2011 – Utility E Alert
UTILITY E-ALERT
#1042- September 16, 2011
Table of Contents
COAL – US

 Judge Dismisses Lawsuit Against Monroe 2
 Fuel Tech Awarded Multiple Orders Following Enactment of the Cross-State Air Pollution Rule
 Wyandotte to Repair City-owned Power Plant as Part of Consent Agreement
 LG&E to Replace Coal-fired Cane Run Station with 640 MW Gas Unit
 Luminant Could Close Monticello
COAL – WORLD

 Nabinagar Power Project Still Stalled Over Land Acquisition
 Protests Against JR Powergen Project in India
 India Could Help Turkey Build Power Plants
 Emerson to Automate Two 1,000 MW Ultra-supercritical Units at Changsu Power Plant
 Shanghai Electric to Supply Equipment for 600 MW Haldia Thermal Power Project
 Velan Awarded Large Valve Contract for Indian Power Plants
GAS / OIL - US

 EPA Issues Final Permit for 600 MW Avenal
 Burns & McDonnell/Zachry Industrial to Build 1300 MW Warren County

GAS / OIL – WORLD

 POSCO Ready to Invest in Kandyagash, Kazakhstan Power Project
 Reliance Power Cancelling 4,000 MW Gas-fired Project in Raigarh, Maharashtra, India
 Wärtsila to Supply Equipment for 39 MW Gas-fired Power Plant in UAE
CO2

 EPA Will Miss September 30 Deadline to Propose GHG Standards for Power Plants
 DOE Awards $14 Million for Six IGCC Projects Using Carbon Capture
 RGGI Carbon Market Falls to All-time Low
 Research Flights Paint Picture of Global GHG Concentrations in Atmosphere
BIOMASS

 Metso to Deliver Biomass Boiler to We Energies in Wisconsin
NUCLEAR

 Appears not Economically Feasible to Convert Bataan from Nuclear to Coal or Gas
 Bushehr Power Plant at 40 Percent Power
 GE Hitachi Nuclear Energy and Fluor Corporation Team Up on Polish Nuclear Power Plant Project
BUSINESS

 Bangladesh Government Approves 1,455 MW of New Power Projects
 GE Sees Rising Interest in Gas-fired Power Generation
 Trial Starts on Damage Lawsuits in TVA Ash Spill
 Coal-to-gas Developer Won't Lobby Legislature
 Alstom’s Upgraded GT24 Gas Turbine Addresses Growth in Gas-fired Power Generation

HOT TOPIC HOUR

 Optimize Combustion by Balancing Coal Pipes and Controlling Burner Air/Fuel Ratios – September 21, 2011
 On September 22, 2011 Hot Topic Hour “Dry FGD: Spray Dry vs. CFB vs. DSI”
 Upcoming Hot Topic Hours
For more information on the Utility Environmental Upgrade Tracking System, click on: http://www.mcilvainecompany.com/brochures/energy.html#42ei.
----------
Utilities Actively Seeking Renewable Power
A clear indication that renewable energy is moving forward is the steady announcement by utilities of their desire to purchase energy from renewable sources. Recent examples mentioned in McIlvaine Renewable Energy Update follow.
Since January 1, 2011, San Diego Gas & Electric (SDG&E) has added more than 1,200 MW of clean, green energy to its renewable portfolio. The utility recently announced it has signed two more contracts: a 25-year power purchase agreement for 150 MW of solar power with Solar Gen 2 LLC and a one-year contract for 40 MW of geothermal power with Silicon Valley Power.
*****
Great River Energy has issued a request for proposals (RFP) for community-based energy developed (C-BED) renewable energy resources.
“We’re issuing this RFP to evaluate if additional C-BED renewable resources can provide value to our member cooperatives in the future,” said Jon Brekke, Great River Energy Vice President of Member Services. “Resources that qualify as community-based energy development are eligible to submit proposals. We are most interested in projects that offer minimal impact to our wholesale power rates.”
Great River Energy is subject to the Minnesota Renewable Energy Standard, which requires electric utilities to supply an increasing percentage of their energy sales from renewable energy sources, reaching 25 percent by 2025. Eligible energy technologies include: wind, solar, hydroelectric of less than 100 MW, biomass, municipal solid waste, landfill gas and anaerobic digesters, and hydrogen produced from any of the previous resources. Minnesota state law encourages utilities to evaluate C-BED projects and to report efforts made to acquire C-BED resources.

*****
Consumers Energy is expanding options for customers interested in developing their own renewable energy sources.
The utility is significantly increasing its Experimental Advanced Renewable Program. That program provides for the long-term purchase of renewable energy generated by solar energy systems owned by the company’s electric customers.
The program is adding an additional 3 MW following recent approval by the Michigan Public Service Commission. The original phases of the program are now completed adding 2 MW of solar panels on roofs and yards across Michigan.
Customer installations under this program were recently completed at 102 locations throughout Michigan’s Lower Peninsula.
*****
FirstEnergy Corp. announced that a Request for Proposal (RFP) will be conducted to secure Solar Renewable Energy Credits (SRECs) for customers of its Ohio utilities — Ohio Edison, Cleveland Electric Illuminating Company and Toledo Edison — to help meet the renewable energy requirements established under Ohio’s energy law.
SRECs represent the environmental attributes of solar renewable electricity generation. For every megawatt hour of solar renewable electricity generated, an equivalent amount of SRECs are produced.
The RFP is seeking SREC’s for FirstEnergy’s Ohio utilities for 2011. The SRECs being solicited include solar from Ohio-certified generation facilities, and solar from certified SREC generation facilities in states contiguous to Ohio.
*****
SaskPower has selected 13 new environmentally-preferred power projects through its second annual Green Options (GO) Partners Program lottery.
“This year SaskPower received more than 300 applications for the GO Partners Program, up significantly from 2010,” said Rob Norris, Minister responsible for SaskPower. “The 13 projects selected will add about 45 MW of green electricity to the electricity grid, helping to meet the province’s growing need for power with no additional greenhouse gas emissions.”
Through the GO Partners Program, SaskPower purchases up to 50 MW of renewable power from private developers, with up to 25 MW coming from wind power. Projects must be between 100 kilowatts and 10 MW in size. Applications are initially selected through a lottery process.

For more information on Renewable Energy Projects and Update please visit
http://www.mcilvainecompany.com/brochures/Renewable_Energy_Projects_Brochure/renewable_energy_projects_brochure.htm
----------
B&W to Host Utility MACT Emissions Monitoring Stakeholder Forum
B&W is hosting the 2011 B&W’s Utility MACT Emissions Monitoring Stakeholder Forum at the Hyatt Regency in Baltimore, MD, September 28-30, 2011. Others include:

Topic Company
Regulatory Update with focus on Utility MACT and CSAPR Environmental Protection Agency

Requirements, Applications and Experience with Mercury CEMS – Preparing for Compliance with EPA MACT Regulations Tekran
Update and Advances in Mercury CEM Technology (includes Field Results from Low Level Monitoring) Thermo
Compliance Monitoring and RATA using Sorbent Traps for Coal-fired Utilities and Cement Kilns Ohio Lumex
Mercury CEMS Maintenance NRG
Field Hg Monitoring Experience Duke Energy – First Energy
B&W Value Added Hg Installation B&W
Report out on Detroit Edison, Monroe Trials; Utility MACT Monitoring Requirements RMB
Practical Adventures with PM and Mercury CEMs Highs-Lows and What’s Next? Public Service Electric and Gas
Mercury Maintenance and PM CEMS Selection Process Pennsylvania Power & Light
HCl Solution Rosemont
Practical Solutions for PM and HCl CEM Requirements SICK
Less than 2 weeks left to register – CLICK HERE to secure your attendance today!!!
----------
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 © 2011 McIlvaine Company. All Rights Reserved
191 Waukegan Road Suite 208 | Northfield | IL 60093
Ph: 847-784-0012 | Fax: 847-784-0061
Click here to un-subscribe from this mailing list