October 2015 - Cleanroom - Ultrapure Water Insights 56

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 NO_x and SO_x 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 which is only $950/yr click on: 41F Utility E-Alert

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.

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	Boitechnology
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

Over 70,000 MW of Solid Fuel Fired Generators Slated for 2017

Suppliers are pursuing projects totaling $100 billion for new coal-fired and biomass boilers slated to start up in 2017. These projects are continually tracked in World Power Generation Projects. The combustors, steam turbines and some of the other long delivery items have already been ordered but decisions on dampers, pumps, valves, nozzles, filters and controls are now being made.

Five of the projects are in Africa, nine are in Europe, two are in South America but the remainder are in Asia. China has the largest number. Five of the projects will use biomass as the primary fuel. Four of these are in Europe and one in India. The 30 non-Chinese Asian projects are shown below:

Fuel	Project Name	Total Size (MW)
Biomass	Vemagiri expansion-GMR, India	768
Coal	ACB India Chhattisgarh power plant Kasaipalli, India	900
Coal	Barethi power plant-National Thermal Power Corp., India	3960
Coal	Chhabra 5,6 power plant-Rajasthan Rajya Vidyut Prasaran Nigam, India	1320
Coal	Chipoka power plant-Intra Energy Corp., Malawi	120
Coal	Enugu-Minaj Holdings Ltd. power project, Nigeria	1000
Coal	Exxaro/GDF Suez power plant, South Africa	600
Coal	Gadarwara supercritical power plant -NTPC, India	1600
Coal	Genting Ltd power Project in Banten province, Indonesia	660
Coal	Godda power project-Jindal Steel and Power, India	1320
Coal	Jambi province power plant-EGAT/ Intermining and Energy, Thailand	500
Coal	Long Phu 1 supercritical power plant-PetroVietnam, Vietnam	1200
Coal	Maitum (Kamanga) (Alcantara) CFB power plant-Sarangani Energy, Philippines	210
Coal	Mangrol power plant-Gujarat Industries Power Co., India	600
Coal	Manjung 4 supercritical expansion-Tenaga Nasional Bhd., Malaysia	1000
Coal	Manuguru power plant-Telangana State Power Generation, India	1080
Coal	Meja supercritical power plant-NTPC, India	1320
Coal	Mong Duong 2-AES, Vietnam	1200
Coal	Mota Layja village power plant-Infrastructure Leasing & Financial Services, India	4000
Coal	Nabinagar supercritical power plant-NTPC/Bihar State Electricity Board, India	1980
Coal	No. 304 Industrial Estate power plant-National Power Supply power project, Thailand	540
Coal	Pagbilao 3 CFB expansion-Aboitiz Power and TeaM Energy Philippines, Philippines	400
Coal	Pemalang supercritical power plant-PLN, Indonesia	2000
Coal	Qadirabad (Sahiwal district) power plant, Pakistan	1320
Coal	Sampur-Ceylon Electricity Board/National Thermal Power Corp., Sri Lanka	500
Coal	Sinboryeong ultrasupercritical power plant 1,2 -Korea Midland Power, South Korea	2000
Coal	Solapur supercritical power plant-NTPC, India	1320
Coal	Subic Bay power plant-Kepco Philippines Corp., Philippines	300
Coal	Sundergarh supercritical power plant-Coal India/Mahanadi Coalfields, India	1600
Coal	Talin 2 supercritical rebuild-TaiPower, Taiwan	800
Coal	Termonorte power project-Produccionj de Energia, Colombia	88
Coal	Tuzla 7-Elektroprivreda BiH (EPBiH), Bosnia	450
Coal	Van Phong 1 economic zone power plant-Sumitomo/Bach Dang-Hanoi Co., Vietnam	1320
Coal	Vodarevu UMPP, India	4000

For more information on 40A World Power Generation Projects, click on:
http://home.mcilvainecompany.com/index.php/databases/28-energy/486-40ai

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

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Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com