Water and Wastewater Treatment Chemicals: World Market: Updates June, 2003 (excepts only)

 

OVERVIEW

The outlook for the water and wastewater chemicals industry for the next twelve months remains unchanged from last month when viewed in total. However, there have been changes in regional and industry segments.  One of the biggest concerns is the delay of new municipal water and wastewater projects in China and Taiwan as a result of SARS. Offshore suppliers are restricting travel to these countries. This delays the engineering and start up. The production system is seriously affected. “Goods, materials, and supplies are not being delivered," says Chen Xingdong, chief economist in Beijing for BNP Paribas Peregrine Securities Ltd.  China's economy grew 8.9 percent in April from a year earlier, down from 9.9 percent year-on-year in the first quarter. But China is keeping its official growth target at 7 per cent for 2003.

 

The power sector pollution control industry is blossoming as a big market for chemicals. Degussa has big hopes for TMT to separate mercury from desulfurization wastewaters. Sodium bisulfite could be the answer to SO3 discharges which resulted in so much acid mist damage to a town in Ohio that AEP ended up buying the town.  Martin Marrietta is touting magnesium hydroxide for this purpose. Activated carbon is EPA’s answer to mercury separation from the flue gases. It would take the entire U.S. production of activated carbon to meet the mercury reduction targets. But chemical manufacturers are confident that injection of chemicals to oxidize the mercury in the flue gas for subsequent capture in scrubbers is a more cost-effective approach.

 

The retrofit of SO2 scrubbers to U.S. power plants has been thwarted for 34 years after it was legislated in the 1970 Clean Air Act. More than $5 billion has suddenly been committed for scrubber construction and another $10 billion is slated in the next few years. This means significant consumption of anti scalants, anti foam, polymers, and other chemicals.

 

Business News

 

Failed Merger Causes Loss at Trojan

 

GE Looking For Water Treatment Companies in Asia

General Electric is chasing acquisitions in water, gas--------------------------------------------
 

Suez Sells 75 Percent of Northubrian Water

 

New President at Kurita Water

 

Cytec Specialty Chemicals Has Momentum

 

Arch Chemical Sales Up in First Quarter

 

 

Altiva Licenses Eka ClO2 Systems

 

(Other Business News headlines deleted)

 

SEMICONDUCTOR

 

The first of two planned 300-mm cleanrooms will soon open at the University at Albany's------------------------------------------------------------------------------------------------

 

Taiwan Semiconductor Manufacturing Co. (TSMC,) said it expects its first-quarter,----

 

Toshiba Corp. and Matsushita Electric Industrial Co. are joint venturing to establish a liquid crystal display (LCD) plant worth more than $1 billion, producing--------------------

 

2002 Semiconductor Company Market Shares as Compiled by iSuppli are as follows:

 

2001 rank

2002 rank

    Company

 2002 sales (U.S.$b)

 2001 sales (U.S.$b)

Growth (%)

Market share (%)

 

 

 

 

 

 

 

1

1

Intel

23.702

23.539

0.7

15.2

4

2

Samsung

8.751

6.115

43.1

5.6

2

3

Toshiba

6.422

6.512

(1.4)

4.1

 

-----           -----             -------                           -----                  -----                  -----           -----

 

Solar Grade Silicon LLC (SGSilicon) has begun full production of polycrystalline silicon----------------------------------------------------------------------------------------------------

 

PHARMACEUTICAL/BIOTECH

 

Dow Chemical Company is offering a contract manufacturing service to the Japanese---

 

Foster Wheeler has been awarded an engineering, procurement and construction (EPC) contract for Phase 2 of Schering-Plough's multi-product active pharmaceutical ingredient plant (MPP2) in Tuas, Singapore. The contract, which is valued at $150 million, will be ----------------------------------------------------------------------------------------

 

Idec Pharmaceuticals Corp. plans to keep its giant Oceanside manufacturing plant busy with------------------------------------------------------------------------------------------------------

 

A new £30-million manufacturing center for biosciences, which could bring 1,000 new jobs to Liverpool U.K., National Biomanufacturing Center, will be a 3,250---------------

 

After a heated bidding war, EMD Pharmaceuticals Inc. has decided to build a $300-million biomanufacturing plant in Jena, Germany, rather than Boston or Durham-----------

 

Human Genome Sciences Inc. chief executive William A. Haseltine shrugged off a $219.7---------------------------------------------------------------------------------------------------

 

BIOCLEAN

 

CardioTech International, Inc. subsidiary Catheter and Disposables Technology, Inc. (CDT) located in Plymouth, MN, has initiated manufacturing of two products for a Fortune 100---------------------------------------------------------------------------------------------

 

McCarthy in Phoenix has a project from Scottsdale Healthcare Osborn in Scottsdale---

 

Parkview Hospital in Fort Wayne Indiana is spending $32 million for a new facility -----

 

Two Dallas-Fort Worth hospital systems are teaming up to build a $100 million hospital--

 

Mount Clemens General Hospital Macomb, MI has commenced an $83 million upgrade--------------------------------------------------------------------------------------------------

 

Morristown Memorial Hospital Morris Town, NJ unveiled a $125 million expansion plan------------------------------------------------------------------------------------------------------

 

REFINERY

 

Upgrading U.S. refiners to lower sulfur content of diesel fuel remains a major factor in the pump market. Expansions in Asia are numerous and are covered in detail in the Refinery Pollution Control World Markets Update. A full recent issue is available through Sales Intelligence at www.mcilvainecompany.com.

 

POWER

 

New Coal-fired Plants in the U.S.

 

Detailed project information for all new gas, hydro, coal and nuclear plants is covered weekly in the Utility Fax Alert. Recent cases are displayed under Sales Intelligence at www.mcilvainecompany.com.  Monthly tracking of all the retrofit FGD projects and other pump opportunities at existing U.S. plants is displayed in Utility Environmental Upgrade Tracing System. Each new plant project is included in World Power Generation Projects.

 

The STEAG 1,500-MW plant is slated for 2008 start-up in Farmington, NM. City Public Service in San Antonio is tentatively planning a coal plant with a decision within months---------------------------------------------------------------------------------------------------

 

Peabody now has transmission and water withdrawal permits for its Prairie State Energy plant------------------------------------------------------------------------------------------------------

 

A Minnesota House committee passed legislation to endorse Excelsior Energy’s Mesaba ------------------------------------------------------------------------------------------------------------

 

In Kentucky the 540-MW Kentucky Pioneer project has run into a zoning dispute that could-----------------------------------------------------------------------------------------------------

 

The city of Oak Creek has reached a tentative environmental and economic agreement with Milwaukee utility We Energies on the utility's plan to add 1,800 MW of new coal---

 

DAIRY

 

About $3.8 million for an UW-River Falls dairy center was one of the few area------------

 

Glasgow, Scotland-based McLelland Cheese is investing ₤13 million in the plant in Stranraer-------------------------------------------------------------------------------------------------

 

A family-owned company based in Minnesota, Davisco Foods International, is building a mozzarella factory in Lake Norden, SD, population 432.  Davisco is a privately held----

 

BREWERY

 

An Osmington Road brewery proposal was approved by the Augusta-Margaret River Shire-----------------------------------------------------------------------------------------------------

 

Ibberson USA has begun work on an expansion project at the Idaho Falls malt plant of--

 

FRUIT JUICE

 

A government corporation on the Korean island of Jeju turned to juice processing as a way to----------------------------------------------------------------------------------------------------

 

Pulp AND Paper

 

Kadant Black Clawson, Inc. (KBC), Mason, Ohio, USA received a contract to supply a new recycling system to Jiangsu Wonder Paper Manufacturing Co., Ltd.----------------

 

The Fiber Preparation Div. of Andritz received an order for a SelectaFlot™ deinking-----

 

Thermomechanical Pulp Plants Ordered by Stora Enso

 

Slow Recovery for Pulp and Paper

 

The global forest and paper industry, which only three years ago seemed poised for a renaissance to the heady days of the 1990s, experienced depressed earnings and returns on invested capital for the second year in a row. Performance results for 2002 were revealed earlier this month----------------------------------------------------------------------------

 

China Will Build Only a Few Pulp Mills Rather Than the 20 Needed

 

Timber consultant Rod Meynink, who was addressing the 2003 Outlook Conference in Canberra, said China offered great opportunities. Its consumption of paper would double in about a decade---------------------------------------------------------------------------------------

 

“If this increase was to be supplied domestically, China would require around 250 new---

 

The World Bank is examining the possibility of giving the Kotlass pulp and paper mill----

 

Stora Enso Says Brazilian Pulp Mill Under Consideration

 

Thermal Energy Has Pulp Mill Scrubber Order

 

Mondi Paper Mill Will Expand

 

MUNICIPAL WASTEWATER

 

At a time when construction is in the doldrums in many industry sectors, the municipal wastewater treatment segment is booming. Over 2,000 projects are being tracked in the online McIlvaine publication, U.S. Municipal Wastewater Treatment Facilities and People.

 

Projects are in three categories: new plants, expansions of existing plants, and upgrades of processes at existing plants. In order to keep pace with increasing population and to supply sewage treatment to areas which currently have only individual septic systems, new plants with a capacity of over 900 million gallons/day (MGD) are in some form of planning or construction. An even larger number of plants are expanding to meet future needs of their service area.

 

The biggest reason for the boom is the upgrading of processes. New rules relative to the disposal of biosolids (sludge) are a driving force in the construction of sludge drying, incineration, and other solids treatment processes. Odor control is another big driving force. Scrubbers and biofilter systems are being installed at lift stations, headworks, dewatering facilities, and other areas. Covers and other modifications are being made to clarifiers and tanks.------------------------------------------------------------------------------------

 

Two sample issues of the bi-weekly U.S. Municipal Wastewater Plants & People Update are provided free of charge under Sales Intelligence.

 

METALS

 

$5-Billion Steel Plant Slated for China

 

The Formosa Group has confirmed that it is planning to develop a giant steel plant in Qingdao---

 

Nalco Expanding in 2 Locations

 

National Aluminium Company Limited is considering the Rs. 4,000 crore ambitious------

 

Aditya Renews Activity on Aluminum Project in Orissa

 

Jamaican Alumina Plant Slated for $115-Million Expansion

 

China Financing Pakistan Steel Project

 

CSN Planning Steel Mill in Brazil

 

Thyssen-Krupp Orders 3 Cold Rolling Mills from Andritz

 

Tisco Will Expand Steel Plant

 

Malaysian Steel Mills to Upgrade

 

Hulett Aluminium Considering 2 Sites for Aluminum Plant

 

CHINA

 

Profound Changes in Industrial Growth Patterns in China

 

Industrial sectors in China are undergoing a profound change in growth patterns and those involving real estate, automobile, machine-building and urban infrastructure have pushed the economy into a new cycle of faster growth, according-----------------------------

 

 

 

This Update is part of a comprehensive online report entitled Water and Wastewater Treatment Chemicals: World Markets.  For more information click on http://www.mcilvainecompany.com/water.html#NO26 .

 

 

Bob McIlvaine

847-784-0012

www.mcilvainecompany.com