September 2018 - McIlvaine Insights 74

WELCOME

Weekly selected highlights in flow control, treatment and combustion from the many McIlvaine publications.

Intel will be the semiconductor industry’s top purchaser of Combust, Flow and Treat (CFT) products next year. It has semiconductor fabrication facilities throughout the world. Large facilities are located in Ireland, China, Oregon, Arizona and New Mexico.

The company will spend nearly $1 billion for cleanroom hardware next year and over $100 million for pumps and valves.

Semiconductor CFT Purchases – 2019 - $ millions
Company	Total	Intel	Further Segmentation Available
Cleanroom Hardware	5500	935	Rooms, HVAC, Devices, Filters, Ceilings, Doors, Walls
Cleanroom Consumables	2800	476	Gloves, Wipes, Disposable and Reusable Garments, Chemicals, Paper, Laundering
Ultrapure Water Systems	900	153	Condensate Polishing, Piping, Disinfection, Filtration, Wastewater Treatment
Scrubbers, Oxidizers	240	41	Adsorbers, Absorbers, Biofilters, Nozzles RTO, Catalytic Oxidizers
Pumps	240	41	Centrifugal, Rotary, Diaphragm, Reciprocating
Valves	400	68	Control and Off Valves Each Segmented In 8 Categories
Cartridges	475	81	Membrane, Non-Woven, String Wound, Carbon, Metallic
Other Filters, Separators	380	65	Filter Presses, Belt Filters, Bag Filters, Clarifiers, Hydrocyclones, Centrifuges
Cross Flow Membranes	250	43	Microfiltration, Ultrafiltration, Reverse Osmosis
Fans, Compressors	290	49	Multiple Fan Types and Multiple Compressor Types
Treatment Chemicals	420	71	13 Types of Treatment Chemicals from Biocides to Flocculants
Guide	700	119	Process Management and Data Analytics Software
Control	600	102	PLC, SCADA, Edge Technology, Wireless Transmitters, Cloud Software
Measure -Liquids	140	24	Flow, Turbidity, Contaminants, Level, Pressure, Viscosity
Measure - Gases	70	12	Flow, Particulate, Acid Gases, Pressure, Temperature, Humidity
Measure -Powders	40	7	Flow, Quantity, Constituents, Particle Size
Other	2,000	340	Piping, Couplings, Heat Exchangers
Total	15445	2627

The McIlvaine Company provides the overall forecasts on the above subjects for each major semiconductor company in individual market reports. The detailed forecasts for the segments are available on a custom basis.

These forecasts represent the total available market (TAM). Further segmentation by the Serviceable Obtainable Market (SOM) is also available. SOM is best obtained in parallel with an initiative to achieve the Lowest Total Cost of Ownership Validation (LTCOV) of the supplier product. A combined effort to provide the detailed forecasts and to develop the LTCOVs is recommended. Details on specific purchasers are also available. There is a 33 slide analysis of Intel and its various plants which can be provided. Analyses of the Intel application of IIoT in its own plants and the products it offers to others are also included.

For more information on the custom programs you can contact Bob McIlvaine at rmcilvaine@mcilvainecompany.com 847-784-0012 ext 112.

The market for FGD components, repairs, and consumables will grow modestly to $20 billion in 2019. However, there are major changes in the rankings and shares of purchasers. The market will be dominated by relatively few end users and suppliers according to the latest forecast in N027 FGD Market and Strategies. The merger of Shenhua and Guodian results in one operator with more FGD capacity than all of Europe and nearly as much as the U.S.

FGD System, Component, Consumables and Repair Purchases in 2019
Company	Country	Rank	% of Total Coal-fired FGD Purchases in 2019	FGD Purchases ($ millions)
AEP	U.S.	8	1.1	209
Datang	China	3	7	1,330
Duke	U.S.	9	1	190
Enel	Italy	12	1	190
Eskom	South Africa	5	6	1,140
Guodian- Shenhua	China	2	12	2,280
Huaneng	China	1	9	1,710
Huadian	China	6	6	1,140
J-Power	Japan	13	0.5	95
National Thermal Power Corporation (NTPC)	India	4	7	1,330
NRG	U.S.	10	1	190
Southern	U.S.	11	1	190
Vietnam Power (EVN)	Vietnam	7	2	380
Sub Total				10,374
Other				9,626
TOTAL				20,000

The Trump administration’s program to bring back coal is having a negative effect on the market. Existing coal plants which would have had to increase FGD expenditures will not have to do so. No new coal plants are likely to be built as a result of the regulations. Companies such as BHE continue to move away from coal. As long as natural gas is inexpensive there is no financial incentive to increase coal capacity.

One technology development is the first dry scrubber installation for NTPC. This alternative decreases capital costs but increases consumables cost. This is because lime is more expensive than limestone. For more information click on N027 FGD Market and Strategies.

Bob McIlvaine can answer your questions. Just contact him at rmcilvaine@mcilvainecompany.com or call at 847-784-0012 ext. 122.

Utility E-Alert Provides Important Weekly News Analysis of Coal Fired Power Developments

Here are some of the headlines in the August 24, and August 31 Utility E-Alerts. These 20 page weekly Alerts provide important analysis and facts for sales and general management of companies supplying combust, flow, and treat products and services.

In the U.S. owners of most of the 225,000 MW of coal fired boilers expected to be in service for the next 30 years are in somewhat of a quandary relative to the Trump roll back of air pollution rules. The Alert provides the latest twists and turns.

There is a very substantial ongoing investment in new coal plants and retrofits of environmental control in Eastern Europe, Turkey, and Asia. The fact that NTPC is selecting dry sorbent injection for four plants is important. It opens the door for some technology other than wet limestone. Japanese and Chinese companies are providing financing and systems for Asian power generators. This gives an edge to CFT suppliers from those two countries.

· Senators Carper and Alexander call on EPA to keep Mercury and Air Toxics Standards Rule in Place

· Conemaugh Coal-fired Generating Station utilizes SUEZ’s Mobile Water Solutions to produce Boiler Feedwater

· Romania's Hunedoara Energy Holding invests €65.3 Million in Desulfurization System

· Clyde Bergemann supports conversion of Taichung Power Plant from Wet Bottom Ash Handling to an Eco-Friendly Dry Ash System using their DRYCON Technology

· Coal-fired Power Plant Owners, Suppliers, Market Researchers and Publishing Companies need to work Together to provide Lowest Total Cost of Ownership Solutions

· Energy Department selects additional advanced Combustion Projects to receive $3.3 Million

· Reduce Boiler Corrosion and Chemical Costs with accurate pH Measurement

· The Challenge of choosing the Best Coal-fired Power Plant Air Pollution Control Technologies

· Godrej Process Equipment acquires Yuba and Ecolaire Brands from SPX Heat Transfer, USA

The Utility E-Alert can be purchased separately 41F Utility E-Alert or as part of the Utility Tracking System which has details on every coal fired power plant and profiles of the major generators 42EI Utility Tracking System