Utility E Alert Tracks Billions of Dollars of New Coal Plants on a Weekly Basis
Many of the new coal plants in planning or early construction are in Asia.
Here are headlines from the Utility E-Alert last week:
·
Sri Lanka plans Coal-fired Power Plants in South
·
Three International Companies submit Tender for Rampal Coal-fired Power Project
·
Carbon Offsets Plan could clear the way for Coal-fired Power Plants in British
Columbia
·
Valmet to supply FGD and Denitrification Installation for CIECH Soda Polska SA
·
MET awarded Contract for ESP upgrade for a Coal-fired Utility Boiler in
Caribbean
·
Environmental Clearance granted for imported Coal for 1,980 MW Coal-fired
Ghatampur Power Station in Uttar Pradesh, India
·
Proposed Shivee-Ovoo Coal-fired Power Plant at Shivee Ovoo Coal Mine in Mongolia
·
China Datang planning Two-Unit Ultra-Supercritical Coal-fired Power Plant in
Anhui Province
·
TBKi supplies Limestone for Indonesian FGD
·
Shenhua Group planning 2,000 MW Ultra-Supercritical Coal-fired Power Station for
Hefei, China
·
Two additional Subcritical Coal-fired Units planned for Huaibei Guo'an Power
Station
·
Daihai-3 1,200 MW Coal-fired Power Plant in Inner Mongolia Autonomous Region
·
Phase V of Expansion of Coal-fired Tuoketuo Power Station planned by Datang
·
China Datang proposing 2,000 MW Coal-fired Power Plant for Datang Zhunge’er
Al-Si-Ti
·
Emerson wins Order from NTPC for Automation Technologies for Two 800 MW
Supercritical Units
·
Indonesia is behind other Asian Countries relative to NOx and SOx
reduction
·
China adding 20,000 MW/yr for next 10 Years
·
Japan to build 40 New Coal-fired Power Plants
We are also tracking air pollution projects such as FGD projects by Doosan in
Vietnam and new regulations in the U.S.
§
Effluent Guidelines to be released Next Week
§
Hamon Bookings down in First Half
§
TECO Energy closes the sale of its TECO Coal Subsidiary
§
Doosan is a Major APC Supplier in Asia
For more information on this weekly Utility E Alert click on:
41F
Utility E-Alert
Bi Weekly Tracking of Oil and Gas Projects
The
71EI Oil,
Gas, Shale, Refining E-Alert
tracks projects on a bi weekly basis. Here are titles from the September 30
issue.
The following projects each will result in millions of dollars of orders for
flow control and treatment products. Each project has been rated. The
opportunity size is rated from 1-10 with 1 being small and 10 being very large.
The timing for flow and treatment orders has been provided by year e.g., T 16 =
timing of order is 2016.
Project Title |
Application
Location |
Opportunity Size/Order Date |
Egypt plans $300 Million
Refinery Expansion in Gasoline
using UOP Technology |
Refinery
Egypt |
06
T16 |
Aquatech awarded Contract to
Supply Thermal Desalination
System for Orpic's Sohar
Refinery |
Refinery
Oman |
03
T15 |
Amec Foster Wheeler to work on
Vietnam’s Dung Quat Refinery
Expansion |
Refinery
Vietnam |
07
T16 |
Mega-project Expansion of
Petroperu’s Talara Refinery |
Refinery
Peru |
09
T15 |
New $161 Million South African
Crude Blending Terminal to
Start-up in 2017 |
Oil & gas
South Africa |
01
T15 |
Jacobs receives EPCM Contract
for Expansion of ExxonMobil’s
Beaumont, TX Refinery |
Refinery
Texas |
04
T165 |
Technip, EGPC and ASORC
Agreement for the Assiut
Refinery |
Refinery
Assiut |
06
T16 |
KNPC awards Tecnicas Reunidas an
Engineering Contract for Al/Zour
Refinery |
Refinery
Middle East |
04
T17 |
CB&I awarded Equipment for
Afipsky Oil Refinery in Russia |
Refinery
Russia |
04
T16 |
Technip, SACE and Midor
Agreement for the Alexandria
Refinery |
Refinery
Egypt |
08
T 17 |
CB&I awarded $100 Million
Contract for Louisiana Refinery |
Refinery
Louisiana |
05
T16 |
Kuwait embarks $10 Billion
upgrade of 2 Refineries |
Refinery
Kuwait |
O9
T 17 |
Petronas selects Axens
Technologies for Malaysia’s
RAPID Project |
Oil and gas
Malaysia |
07
T16 |
Lloyds Energy awards KBR
Eurasian FLNG Feed Contract |
LNG |
07
T17 |
Wood Group awarded FEED Contract
from Woodside |
LNG
Australia |
03
T16 |
Keppel contracts 3rd
Floating Liquefaction Facility
Conversion worth $684 Million |
LNG |
07
T16 |
Sempra Energy Unit awarded $108
Million Natural Gas Pipeline
Contract in Mexico |
Gas pipeline
Mexico |
02
T15 |
Each headline is followed by a short article providing the basic details of each
project. These details provide sales management with decision making tools
without burdening them with details which are best left to the local sales
people.
For more information on Oil, Gas, Shale, Refining E-Alert:
http://www.mcilvainecompany.com/brochures/Oil_Gas_Shale_Refining_Alert_Sample.htm
Forecasting of Products for Individual States and Individual End Users within
the U.S.
The standard McIlvaine market reports divide the world in 80 regions. The
U.S. market is approximately one quarter of the total. The top 10 countries
account for half the total. The remaining 70 countries and sub regions
each average just 0.7 percent of the total. If one divides the U.S. into
nine regions, the average region is 2.8 percent or four times as large as the
average of the 70 countries. Some States such as California have as much as 10
percent of the National market which converts to 2.5 percent of the world
market. So a State such as California ranks among the top 20 if compared to
other countries. It, therefore, makes sense to forecast the individual
State markets for important products. Purchasers of the McIlvaine
multi-client market reports can receive this additional revenue forecast on an
electronic spreadsheet. The level of detail is shown below:
|
Alabama - Specific Product XX
Revenues 2019 ($ Millions) |
||||
Industry Segment |
XX Product Sales $ millions |
% of U.S. |
Basis for Forecast |
Criterion for Large User |
No. of Large Purchasers |
Food |
xxx |
xx |
Production |
More than 500 employees |
xxxx |
Wastewater |
xxx |
xx |
MGD |
15 MGD |
xxx |
Coal Fired Power |
xxx |
xx |
MW |
500 MW |
xx |
Nuclear Power |
xxx |
xx |
MW |
1000 MW |
x |
Refinery |
xxx |
xx |
|
Bbl/day |
All 130 |
Pharmaceutical |
xxx |
xx |
production |
More than 500 employees |
xxxx |
All industries included in basic
market report will be included |
|||||
Total For State of Alabama |
|||||
Total for South East (one of 9
regions for the U.S.) |
A relatively small number of companies purchase the majority of any product.
McIlvaine is identifying these companies individually. The State forecast
provides the useful total of large users in each industry segment. This
forecast can be supplemented with details on each large user.
For some products it may make sense to forecast revenues for sub categories
e.g. splitting iron and coal from general mining or split among the various food
categories such as:
3111 |
Animal Food Manufacturing |
3112 |
Grain and Oilseed Milling |
3113 |
Sugar and Confectionery Product
Manufacturing |
3114 |
Fruit and Vegetable Preserving
and Specialty Food
Manufacturing |
3115 |
Dairy Product Manufacturing |
3116 |
Animal Slaughtering and
Processing |
3117 |
Seafood Product Preparation and
Packaging |
3118 |
Bakeries and Tortilla
Manufacturing |
3119 |
Other Food Manufacturing |
3121 |
Beverage Manufacturing |
For more information on State Revenue forecasts contact Bob McIlvaine at
rmcilvaine@mcilvainecompany.com 847-784-0012 ext. 112.
Why international suppliers should focus on the top 200 prospects (Arcelor
Mittal example)
Many companies recognize the importance of large customers and have assigned
personnel and resources to them. By providing precise forecasting and organized
information on large customers, this major opportunity can be maximized.
McIlvaine achieves this with the
Detailed Forecasting, Large Project Tracking Program.
The important parameters are:
·
The top 200 suppliers buy more than 60 percent of the products and services.
·
A special program should be created to sell to this group.
·
International suppliers have the best opportunity selling to large international
customers.
·
International customers want global suppliers.
·
Large customer are willing to pay higher prices for higher quality equipment and
services and are willing to expend the effort to make a total cost of ownership
evaluation.
·
Precise forecasting by product, company and project coupled with timely
information will provide the supplier with the tools he needs.
The Arcelor Mittal example:
Arcelor Mittal is one of the top 200 flow control and treatment purchasers.
Arcelor Mittal produces 98 million tons of steel per year at 194 sites.
It produces twice as much as the nearest competitor or 6 percent of the
1.6 billion tons of steel produced last year.
It is also one the largest mining companies with both iron ore and coal
mining capacity. The company has production sites around the globe making it one
of the top 200 purchasers of flow control and treatment equipment.
Last year it purchased 1.3 percent of the fabric filters and bags.
It is a major valve purchaser with some plants operating more than 50,000
valves.
The company has adopted a global procurement program based on total cost of
ownership. This program launched in
2007 places emphasis on life cycle cost and not initial price.
It seeks long term relationships pooling knowledge and deploying
specialized technical knowledge.
This means that companies with better products have the opportunity to charge
the prices commensurate with product value.
They also have an opportunity to provide global service to help ensure
the lowest cost of ownership.
Air Programs: The company is
focused on reduction of dust, NOx and SO2.
The capital investment in steel plant air pollution control projects in
2014 was $180 million. Dust
emissions were 621 grams per ton of steel produced which is down 24% percent of
the 2010 level. NOx
emissions fell 4 percent in 2014 to 1.1 kg/ton of steel and SOx
emissions decreased 3 percent.
Dust emissions from mining operations fell 6 percent to 5.3 million tons in 2014
while NOx fell 3 percent and SOx 26 percent (mainly due to
a fuel change).
In 2014 ArcelorMittal R&D division worked on 13 air emission projects to improve
dedusting systems and also processes.
Water Programs: The steel plants
use large quantities of water for cooling and are located adjacent to lakes or
rivers. Of 134 steel sites, 20 are
located in regions which are experiencing water stress or scarcity. As a result,
the Global R&D group is focused on water reuse and zero liquid discharge.
The water treatment laboratory in Asturias, Spain is investigating green
technologies to minimize pollutants.
Water at the mines needs to be treated before discharge.
Water is also used for dust suppression, transporting tailings and
concentrating ores. Some mines such
as El Volcan in Mexico use special thickeners to avoid the use of tailing ponds.
The Indiana Harbor Works has installed a zero liquid discharge system (ZLD).
The Newcastle, S.A. site has just commissioned a $40 million facility to
treat wastewater. ZLD is already
being accomplished at Saldanha and Vanderbijlpark. Two mine water treatment
plants are in design and construction in Kazakhstan.
A major water reduction program has been underway in Romania.
Arcelor Mittal in McIlvaine Program
Several McIlvaine project tracking systems cover the large ArcelorMittal
projects around the world.
Location |
Timing |
Project Description |
Aviles/Gijon
Spain |
2016-2019 |
Reconstruction of two of 45 coke
oven batteries with collection
and scrubbing system. |
Ghent, Belgium |
2016-2017 |
$100 million bio ethanol plant
using CO gas from steel with
eventual capacity of 47,000 tons
of ethanol/yr. |
Germany |
2016 |
Minor projects in Bremen,
Duisburg, Brandenburg and
Hamburg including galvanizing
lines and new pre heat furnace. |
Bosnia -Herzegovina |
2015-
2016 |
New dust filters for BOF furnace
with mid 2016 completion date.
New filters for sinter
plant are already installed.
Sinter machine #4 precip
internals also replaced. |
Calvert Alabama |
2015-
2016
|
$6.7 million for coating line
with pumps and $40 million for
slab yard expansion. |
Ostrava
Czech Republic |
2014-2016 |
Valmet is supplying new CFB
coal-fired boiler to replace old
existing coal-fired boilers.
Fabric filters will be used for
dust capture. |
Ostrava
Czech Republic |
2014-2016 |
ZVVZ-Enven Engineering is
supplying $25 million DeSOx
project and CKD Phraha is
supplying a $50 million DeNOx
system. |
Hunan Valin
China |
2014-2017 |
New $832 million automotive
steel plant. |
Acindor
Argentina |
2013-
2017 |
400,000 ton/yr. rolling mill was
initiated in 2013 with
expectation of a two year
completion date.
Five other production
lines at the site produce 1.7
million tons/yr. |
Dunkirk
France |
2013-2015 |
New $110 million revamp of blast
furnace #2 to be completed this
year. |
There is also detail on specific plants:
ArcelorMittal Burns Harbor LLC
Unit ID:
Hot Dip Coating Line Annealing Furnace Click
on Unit ID to view Emissions Data
Equipment:
Selective Catalytic Reduction - SCR
Installation Year: 1999
Primary Contact Name:
Robert Maciel Manager, Environmental Services
Telephone:
219-787-4973 E-mail: robert.maciel@arcelormittal.com
Unit ID:
Boiler 3
Click on Unit ID to view Emissions Data
Operating Hrs. /Yr.:
8760 Fuel: natural gas, coal
Equipment:
Electrostatic Precipitator
ArcelorMittal Indiana Harbor LLC
There are links to air and water permits
with considerable detail on each emitting source:
·
Arcelor Monessen coke plant Air
permit from 2014-2019 covering coke oven pushing and quenching the
desulfurization plant, the coke pushing baghouse and benzene NESHAPS control
system but an environmental group PennEnvironment is suing the plant for
emitting excess soot, acidic gases and noxious
odors since the decades-old facility went back into operation in April 2004.
·
Minorca Mine Virginia City Minnesota air permit with requirements for fabric
filters and scrubbers used in the concentrating and pelletizing of 9 million
tons/yr. of taconite ore to manufacture 3 million tons/yr. of pellets.
·
Weirton West Virginia 3 small oil- and gas-fired boilers air permit expires in
2016. A 2012 Title V permit expiring in 2017 covers the reheat furnaces, hot
strip mill pickling lines and HCl regeneration.
An NPDES permit on the water side covers 18 mgd of cooling water
discharge and 9 mgd of treated wastewater.
·
Dofasco Ontario facility paid $390,000 penalty in 2014 for excess blast furnace
emissions.
·
ArcelorMittal Steel USA, Inc. - IN Harbor East, Permit No. IN0000094 - RENEWAL
covers iron & steel, rolling mill operations and finishing operations with
additional support operations: power generation, wastewater treatment with
discharge to the turning base and ship canal.
Several storm water outfalls which have the potential to discharge to
these waters are also covered by this permit.
There are details on specific flow control and treatment products:
Pumps: Hydro descaling pumps are used at the Indiana plant. Weir received an
order for $2.8 million for Warman slurry pumps for tailings transfer at Krivoy,
Ukraine.
Sedimentation/Centrifugation: Dawco
installed a 43m diameter thickener, a 25m diameter water tank, a pump house
building and a piperack that connects to the concentrator sector of the Mount
Wright Iron Mining Complex in Fermont, Québec.
Monitoring: CiDRA SONARtrac®
Process Monitoring Technology is used for product transfer measurement on a 27
km hydrotransport slurry pipeline in Mexico that runs from nearby mines to steel
plant in Lázaro Cárdenas City, Michoacán. A high pressure pump injects the
slurry into the steel pipeline for the 27 km transit to the pelletizer plant.
Valves: ArcelorMittal Tubarão (formerly CST-Arcelor) Brazil, had Life Cycle
contracts with Metso for all automated control, manual and safety valves
throughout the ArcelorMittal Tubarão’s plant in Serra City. The total is almost
40,000 valves and included over 700 control valves.
In 2015, ArcelorMittal Tubarão, awarded SGS a four-year contract for the
maintenance of security and control valves. A specialist team of 30 experts will
detect the type of maintenance required for each valve. Valves will then be
removed, opened, serviced and reinstalled. If major repairs are required, the
valve will be taken to the dedicated SGS workshop in the city of Serra.
ArcelorMittal Gent is using 25 Econ-ARI Stevi®
control valves and accessories from Econosto in
order to reduce power consumption in a series of
heat exchangers. With this investment, the steel
producer expects to reduce its energy bill by
between € 60,000 and € 80,000 per year.
For more information on
Detailed
Forecasting, Large Project Tracking Program.
Contact Bob McIlvaine at:
rmcilvaine@mcilvainecompany.com
847-784-0012 ext. 112. |
Cleanroom Activity Remains Highest in Asia
Electronics and generic pharmaceutical activity in Asia continues to fuel
cleanroom growth. McIlvaine tracks the major projects in
80A World Cleanroom Projects.
While the largest number of new cleanrooms are small, the investment per room is
low. As a result, a relatively few large cleanroom projects account for 50
percent of the filters, fans, HVAC, walls, benches and other hardware. The
large rooms also contain more high purity space. An ISO Class 1 room
builder would likely spend 10 times as much per square foot for filters as would
an ISO Class 8 room builder.
For management it is very valuable and feasible to track the large room activity
and thus pursue a large portion of the market directly. The large room projects
slated for start-up in 2016 provide an example.
Sixteen large cleanroom projects are slated for the U.S. A solar cell project
will startup in Brazil. Nine pharmaceutical and biotech cleanrooms
will be completed in France, Germany, Iceland, Switzerland and the UK. The rest
of the projects are in Asia and are listed below
Large Cleanrooms Slated for Start-up in 2016 in Asia
Location |
City |
Project Title |
SIC Description |
Product |
China |
Kunshan |
Tunghsu / KSGT |
Flat Panel Displays |
Panel Filters |
China |
Shanghai |
Zhangjiang Biotech & Pharmaceutical Base
Development Company (ZJ Base) |
Pharmaceuticals |
Biopharmaceuticals |
China |
Shanghai |
Bayer AG-2 |
|
Plastics and High Tech Materials |
China |
Suzhou, Jiangsu and Chungli, Taiwan |
TTY Biopharm/TOT Biopharm |
Pharmaceuticals |
Pharmaceuticals |
India |
Bengaluru |
Intel |
Electronic Components |
Computer Innovations |
India |
Maharashtra / Taloja, Pune |
Foxconn |
Electronic Components |
Electronics |
India |
Orissa |
Bharat Biotech International (BBIL) |
Biotechnology |
Biotechnology |
Japan |
Ishikawa Prefecture |
Innovation Network (INCJ) / JOLED |
Flat Panel Displays |
Display Panels/Oled Research |
Korea |
Incheon Free Economic Zone, Seoul |
Amkor Technology-4 |
Research & Development Laboratories |
R&D Of Semiconductor And Electronics Packaging
And Testing |
Singapore |
Tuas Biomedical Park |
AbbVie |
Pharmaceuticals |
Pharmaceuticals And Active Pharmaceutical
Ingredients |
Taiwan |
Taipei City, Nangang District |
Academia Sinica |
Biotechnology |
Biotechnology |
Thailand |
|
ROHM |
Electronic Components |
Power Devices |
Thailand |
Rayong |
Trina Solar |
Solar Cell-Modules |
Solar Cells |
Vietnam |
Bac Ninh |
Samsung Display (subsidiary of Samsung
Electronics) |
Flat Panel Displays |
Display Modules |
Vietnam |
Hanoi |
Spire / Government of Vietnam |
Solar Cell-Modules |
Photovoltaic Modules |
Vietnam |
Ho Chi Minh City |
Samsung Electronics |
Electronic Components |
"Smart" Products |
For more information on
80A World Cleanroom Projects
http://home.mcilvainecompany.com/index.php/databases/2-uncategorised/92-80a
68,000 MW of New Gas Turbine Plants will Begin Operation in 2015
Over 100 gas turbine projects totaling more than 68,000 MW are scheduled for
startup in 2016. These projects are all tracked in Gas Turbine Combined Cycle
Supplier Program. 15,000 MW are slated for the U.S. while 53,000 MW are
located in other countries. Most of the U.S. plants will include a steam cycle.
All will require emission control systems with selective catalytic reduction
technology. Some will incorporate zero liquid discharge for the cooling and
wastewater.
United States
Summary Total for Startup Date: |
Fuel |
Total Size (MW) |
Gas |
14980 |
Fuel |
Project Name |
Size |
Gas |
Alpine GT - Wolverine Power, MI |
400 |
Gas |
Brownsville CCGT -
Tenaska/Brownsville Public
Utilities, TX |
800 |
Gas |
Brunswick County CCGT - Dominion
Virginia Power, VA |
1358 |
Gas |
Carty CCGT - Portland General
Electric, OR |
440 |
Gas |
FGE Texas I CCGT - FGE, TX |
726 |
Gas |
George M Sullivan CCGT expansion
- Anchorage Municipal Light &
Power, AK |
120 |
Gas |
Glenarm CCGT expansion -
Pasadena Water & Power, CA |
71 |
Gas |
Good Spring 1 CCGT - EmberClear,
PA |
300 |
Gas |
La Luz Energy Center GT - Public
Service of New Mexico, NM |
88 |
Gas |
La Paloma CCGT - Coronado
Ventures, TX |
700 |
Gas |
Liberty CCGT - Panda Power
Funds, PA |
825 |
Gas |
Montana Power Station Unit 3 GT
- El Paso Electric, TX |
88 |
Gas |
Newark Energy Center CCGT - EIF,
NJ |
625 |
Gas |
Oakley CCGT - PG&E, CA |
586 |
Gas |
Patriot CCGT - Panda Power
Funds, PA |
829 |
Gas |
Pecan Creek Energy Center GT -
NTE Energy, TX |
270 |
Gas |
Pondera King CCGT - Competitive
Power Ventures, TX |
900 |
Gas |
Port Everglades Energy Center
CCGT - Florida Power & Light, FL |
1277 |
Gas |
Rayonier Fibers CHP GT -
Chesapeake Utilities, FL |
20 |
Gas |
Riverton 12 combined cycle
conversion - Empire District
Electric Co., KS |
100 |
Gas |
Roans Prairie Peakers - Tenaska,
TX |
694 |
Gas |
Sand Hill 5B CCGT expansion -
Austin Energy, TX |
222 |
Gas |
St. Joseph Energy Center CCGT -
Development Partners, IN |
1350 |
Gas |
Temple II CCGT - Panda Power
Funds, TX |
791 |
Gas |
Toquop CCGT - EWP Renewable, NV |
700 |
Gas |
Woodbridge Energy Center CCGT -
CPV, NJ |
700 |
The U.S. total could increase if one or more of the Eagle Pines turbines becomes
operational. The 3,400 MW Eagle Pines Project will include three natural
gas-fired combined cycle power blocks. Each block will consist of two 321
MW Alstom GT36 combustion turbines, two heat recovery steam generators and one
502 MW steam turbine. The combustion turbines may employ evaporative
cooling and/or inlet high fogging for power enhancement. Each heat
recovery steam generator is equipped with natural gas-fired duct burners.
The construction of the first power block is planned to begin in the spring of
2016. Construction of the subsequent two power blocks are planned to begin
fall of 2016 and winter of 2017.
For more information on Gas
Turbine and Combined Cycle Supplier Program, click on:
http://home.mcilvainecompany.com/index.php/markets/28-energy/610-59ei
----------
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.mcilvainecompany.com