McIlvaine Hot Topic Hour Registration
On Thursday at 10:00 a.m. Central time, McIlvaine hosts a 90 minute web meeting on important energy and pollution control subjects. Power webinars are free for subscribers to either Power Plant Air Quality Decisions or Utility Environmental Upgrade Tracking System. The cost is $125.00 for non-subscribers.
Market Intelligence webinars are free to McIlvaine market report.
2012
DATE SUBJECT
November 15 Dampers and Expansion Joints for Coal-fired and Gas Turbine Power Plants Power
November 29 Catalyst Selection for NOx and Other Gases Power
December 6 Boiler Feed and Cooling Water Treatment Power
December 13 Co-firing Sewage Sludge, Biomass and Municipal Waste Power
2013
January 10 Update on Oxy-fuel Combustion Power
January 17 Production of Fertilizer and Sulfuric Acid at Coal-fired Power Plants Power
January 24 Gypsum Dewatering Power
January 31 Filter media (forecasts and market drivers for media used in air, gas, liquid, fluid applications, both mobile and stationary). Market
Intelligence
February 7 Valves for Power Plants, Boilers and Water Treatment Facilities Power
To register for the Hot Topic Hour on November 15, 2012, click on:
http://www.mcilvainecompany.com/brochures/hot_topic_hour_registration.htm.
UTILITY E-ALERT
Here are the Headlines for the November 2, 2012 – Utility E-Alert
#1099 – November 2, 2012
Table of Contents
COAL – US
 More Cost Overruns for Edwardsport IGC Power Plant
 Xcel Energy to study Retirement of Two Units at Sherco
COAL – WORLD
 EPBiH Shortlists 11 Firms for 450 MW Tuzla in Bosnia
 India and Bangladesh now ready to sign JV Agreement for 1320 MW Power Plant in Bagerhat District
 Meralco pursues Two Coal-fired Power Plants and LNG-fired Power Plants
 USD 450 Million Turkish Bid to build 200 MW Power Plant in Sinai, Egypt
 Thunder Bay Conversion from Coal-firing to Natural Gas-firing halted
 Thirty Power Plants in India have inked FSA with Coal India

GAS/OIL / US

 Calpine proceeding with 309 MW Garrison Energy Center in Delaware

GAS/OIL – WORLD
 Siemens to build 700 MW Power Plant in Venezuela
 Energy Holdings International to build 450 MW Combined Cycle Power Plants at Bibiyana and Fenchugang, Bangladesh
CO2
 UK Announces Four Finalists for £1 Billion CCS Competition
 2Co Energy Cancels Don Valley CCS Project after Failing to Make Short List for British Funding
 CO2 Solutions to Receive $500,000 for Alberta Oil Sands Project
 Global Warming Impact in Tons of CO2 Equivalent in 25 Year Increments for One Ton of Emissions
NUCLEAR
 Taiwan studying Conversion of Almost Completed Longmen Nuclear Power Plant to Gas-firing
 Bihar State in India has Identified Possible Site for Nuclear Power Plant
 Oyster Creek Nuclear Power Plant remains under Alert as NRC returns to Normal Inspection Levels
 China to proceed with Nuclear Power Plants
 Cambodia has no Plans for Nuclear Power Plant
 Bulgaria to hold Referendum on New Nuclear Power Plant
 Hitachi to buy Horizon and build Nuclear Power Plants in the UK
BUSINESS
 Celanese to Convert Boilers from Coal-firing to Natural Gas
 Meralco looking into entering Vietnam Power Generation Business
 MHI to supply Steam Turbine and Boiler to 330MW O Mon 1
 Metso to supply Fluidized Bed Technology to Kuopion Energia Power Plant in Finland
 NRG expects Environmental Capital Expenditures to be less than Planned
 Edison Mission Energy on Verge of Bankruptcy
 Chinese Companies to finance construction of 10 Power Plants in Iran
 The World Market for Electrostatic Precipitator Systems, Repair Parts and Service will exceed $15 Billion in 2013
HOT TOPIC HOUR
 Cooling Towers and Cooling Water Hot Topic Hour November 1, 2012
 Hot Topic Hour on November 8 at 10 a.m. (CST) is “FGD Scrubber Components”
 Upcoming Hot Topic Hours
For more information on the Utility Environmental Upgrade Tracking System, click on: http://www.mcilvainecompany.com/brochures/energy.html#42ei.
Oil and Gas Industry Valve Purchases to Exceed $9 Billion Next Year
Sales of valves to the oil and gas industry are expected to be $9.2 billion next year according to the latest McIlvaine forecasts in Industrial Valves: World Markets. (www.mcilvainecompany.com)
($ Millions)
World Region 2013
Africa 1,517
CIS 965
East Asia 716
Eastern Europe 27
Middle East 2,503
NAFTA 1,749
South & Central America 972
West Asia 168
Western Europe 628
Total 9,245
The Middle East will generate the most revenue, but NAFTA is closing the gap. Large numbers of valves are required in hydraulic fracturing. In the U.S., there is a very large investment in extraction of liquids from the so-called wet shale in the west and gas from dry shale areas in Texas and Pennsylvania.
The market is also expanding due to the expenditures to liquefy natural gas. In the U.S., terminals which were built to import and gasify LNG are now being converted over to liquefy the U.S. shale gas and export it.
New regulations on fugitive emissions also impact the valve market. Systems to capture gas now released during well completion incorporate a number of valves. The reclamation and reuse of wastewater is also an expanding application for valves.
Sub-sea applications challenge valve suppliers with requirements for high pressure and performance. The corrosive nature of flow-back fluids in hydraulic fracturing, present a challenge in materials selection.
The transport of gas liquids which are a byproduct of the shale gas extraction provide still another valve application. There are also plans to invest more than $20 billion in gas-to-liquid plants. These plants will take advantage of the disparity between natural gas and oil prices. These plants will each require thousands of valves.
For more information on Industrial Valves: World Markets, click on: http://www.mcilvainecompany.com/brochures/water.html#n028
$9 Billion Cross-flow Membrane Market Will Grow Faster Than the Economy Next Year
The markets for cross-flow membranes and equipment will grow faster than the economy and faster than total revenues for the multi product companies pursuing this market. This is the conclusion reached in the latest forecast in RO, UF, MF World Market, published by the McIlvaine Company. (www.mcilvainecompany.com)
(World Cross-flow Membrane Filtration Revenues
($ Millions)
Subject 2012 2013
Micro Equipment 1,824.49 1,925.87
Micro Membranes 473.43 490.14
RO Equip 3,355.28 3,661.86
RO Membranes 998.53 1,070.79
UF Equipment 1,968.16 2,085.38
UF Membranes 608.72 634.45
Total 9,229 9,869
In 2013, total revenues will increase by 6.9 percent and RO membrane sales will increase by 7 percent, whereas RO equipment sales are forecast to increase by over 9 percent. The equipment sales are more volatile. Growth is higher than membrane sales in recovery periods and lower than membrane sales in the downturns. 2013 is part of the upturn and, therefore, it is expected that equipment growth will exceed the consumables or membrane revenue growth.
Revenue Growth % for Selected Companies
Company 2013 2014
Dow 5.71 4.63
GE 4.83 3.88
Kurita 5.07 4.71
Siemens 3.78 4.57
Toray 3.82 4.18
All the large cross-flow filtration companies are divisions of larger companies. Total revenues for these companies are expected to increase in the range of 4-5 percent over the next two years. Therefore, the membrane groups will be higher performing than the total corporations.
For more information on RO, UF, MF World Market http://www.mcilvainecompany.com/brochures/water.html#no20
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Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvaine@mcilvainecompany.com
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191 Waukegan Road Suite 208 | Northfield | IL 60093
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