Pump Summit Shaping Up For Next June
The steering committee for Pump Summit next June in Houston tentatively selected
nine workshop tracks, plus plenary sessions and a training program. HI will be
heavily involved as will an impressive group of pump experts from industry.
McIlvaine reported on the Pump Summit in Dusseldorf last December. This
conference was held in conjunction with Valve World. The same format will be
repeated in 2016. The U.S. version will be in the same location as Valve World
Americas being held this week at the GRB Convention Center but on an alternate
year. There was record attendance this week at the Valve Expo. The McIlvaine
speech is available at:
http://www.mcilvainecompany.com/Decision_Tree/subscriber/Tree/DescriptionTextLinks/VWspeech_Final_July15.pdf
World Water and Wastewater Treatment Chemicals Business to exceed $30 billion by
2019
Revenues for water and wastewater treatment chemicals are projected to increase
to over $30 billion by 2019. This is the latest forecast in N026 Water and
Wastewater Treatment Chemicals: World Market. (www.mcilvainecompany.com)
World Water and Wastewater Treatment Chemicals Market ($ Millions)
Industry 2019
Total 30,223
Chemical 1,005
Electronics 467
Food 969
Metals 1,014
Mining 611
Oil & Gas 1,058
Other Industries 1,506
Pharmaceutical 421
Power 5,708
Pulp & Paper 2,337
Refining 3,428
Wastewater 5,116
Water 6,583
Municipal water treatment plants will be the largest market. The world’s
naturally purified drinking water sources are shrinking while demand is
increasing. Countries around the world are turning to contaminated sources. This
requires substantial investments in water treatment chemicals.
Municipal wastewater plants will be the second largest market. Requirements
range from disinfectants to polymers to separate sludge. Many countries are
installing secondary wastewater treatment plants. By 2019 world secondary
wastewater treatment capacity is expected to exceed 170,000 million gallons per
day.
The third largest market is power. Power plant cooling requires chemicals to
prevent scaling of tower internals. Boiler feedwater must be ultrapure. The
continuing expansion of coal-fired power generation in Asia will boost this
segment of the market. Zero liquid discharge requirements in Europe and the U.S.
will also provide a stimulus.
For more information on N026 Water and Wastewater Treatment Chemicals: World
Market
http://home.mcilvainecompany.com/index.php/markets/27-water/449-n026-water-and-wastewater-treatment-chemicals.
China Market for Flow Control and Treatment is Tricky
The recent Chinese stock market meltdown has many flow control and treatment
product and service suppliers re-evaluating their forecasts for this country.
The impact on Chinese based suppliers has to be viewed in a different light than
impact on the international supplier. “The implications are mixed” states the
McIlvaine Company in N064 Air/Gas/Water/Fluid Treatment and Control: World
Market. (www.mcilvainecompany.com)
The worry is that China will follow the same path as Japan. In 1991 it was
widely predicted that Japan would soon pass the U.S. as the world’s largest
economy. The stock market was priced at seventy times earnings and the
government was recklessly pushing growth. The difference with China is that the
market value is twenty-three times earnings, so this is some comfort. There are
other similarities and differences but the conclusion is that China will not
suffer the same fate as Japan. However, growth is not going to be as robust in
the next decade as in the last.
In general the news is worse for local suppliers than for international. The
demand for primary metals, power and heavy industrial products will not grow at
previous rates. However, the market share for international suppliers may go up
instead of down. Emphasis on performance, energy saving and reliability will
better serve the suppliers of better products. If the international suppliers
have the best offering, they will have a better chance than in a period where
capacity growth trumped quality.
International suppliers may find that prices do not fall but instead rise. The
reason is that the cost of systems and products has been influenced by the easy
money available to flow control and treatment companies. This is coming to an
end. Some Chinese suppliers may have been involved in margin trading by using
their stock as collateral for additional bank loans. The lower stock value will
put severe pressure on such suppliers. The lower quality producers are likely to
disappear.
The European air pollution market surge in the 1980s and early 1990s provides
some insight. Large numbers of EU pollution control companies were formed. They
capitalized on EU regulations which generated a big domestic market. Investors
rationalized that these EU companies would then move on to dominate the world
market. It did not happen. Many of these companies were dissolved and only a few
e.g. Andritz and Clyde Bergemann went on to become international market leaders.
None of the European companies has achieved the international position of
Mitsubishi or Babcock & Wilcox. (Alstom is a special case but is now part of GE
and was originally the U.S. based Combustion Engineering.)
The biggest success in the Chinese market by international suppliers will be by
those companies supplying total solutions. Pentair valves are used in many
Chinese pulse jet dust collectors. The reason is that Pentair makes specialized
valve systems and knows how to design them to maximize the cleaning capability.
Semiconductor manufacturers look to reliable suppliers to solve their toxic fume
problems. Pharmaceutical companies rely on Pall and other filter manufacturers
to help them make safe and effective drugs.
Whether it is a complete system or a component, understanding the processes will
be the key to success for international suppliers in China.
For more information on N064 Air/Gas/Water/Fluid Treatment and Control: World
Market, click on:
http://home.mcilvainecompany.com/index.php/markets/27-water/445-n064-air-gas-water-fluid-treatment.
Headlines for Utility E-Alert – July 10, 2015
UTILITY E-ALERT
#1231– July 10, 2015
Table of Contents
COAL – US
Supreme Court Remand probably will not eliminate the consumption of One Pound
of Activated Carbon
COAL – WORLD
Chinese assure completion of 1,320 MW Sahiwal Coal-fired Power Plant
Jaks Resources, China Power in JV to develop 1,200 MW Thermal Power Plant in
Hai Duong Province, Vietnam
Meralco in talks for Bicol Power Plant’s Coal Production
Jiangxi Huaneng Anyuan Power’s 660 MW Coal-fired Unit No. 1 put into Operation
Sarangani Energy Project Manager confirms delivery of 105 MW Coal-fired Power
Plant in Maasim, Sarangani
GAS/OIL – US
• Coal Miners Union opposes planned West Virginia Natural gas-fired Power Plant
• New 650 MW Combined Cycle Power Plant dedicated in Kentucky
• Exelon starts developing 1GW Combined Cycle Gas Turbine Unit in Texas
• Exelon Generation’s New Maryland Natural Gas-fired Power Plant Now Operational
• NTE Energy’s New Natural Gas Power Plant to break Ground Next Month
• FPL announces Plans to modernize its Power Plant Fleet
GAS/OIL – WORLD
• Shilands seek Zera approval to build gas-fired Power Plant in Mutare, Zimbabwe
• GE selected to reduce Emissions at Beijing Taiyanggong Power Plant
• Gemma Power Systems enters EPC Agreement for Combined Cycle Power Plant with
Moxie Freedom LLC
NUCLEAR
Will Putin pay for $100 Billion South African Nuclear Power Plants?
BUSINESS
Nederman receives Three Orders in the Americas with a Total Value of SEK 75
Million
CB&I announces Plant Services Contract with Omaha Public Power District
Minnesota Power lays out the Next Steps in its Energy Forward Plan
PNM files Final San Juan Generating Station Agreements with NMPRC
Wisconsin Energy completes acquisition of Integrys to form WEC Energy Group
Let’s talk at Valve World Houston next Wednesday or Thursday
Liquid and Air Filter Element Solution Provider’s Revenue Potential will
exceed $32 Billion this Year
Change Environmental Regulatory Policy to Foster R&D and Cost-Effectiveness
HOT TOPIC HOUR
“Mercury Removal Options” is the Hot Topic Hour on July 23, 2015 at 10 a.m.
CDT
Upcoming Hot Topic Hours
For more information on the Utility Tracking System, click on:
http://home.mcilvainecompany.com/index.php/databases/2-uncategorised/89-42ei
McIlvaine Hot Topic Hour Registration
On Thursdays at 10:00 a.m. Central time, McIlvaine hosts a 90 minute web meeting
on important energy and pollution control subjects. These Webinars are free of
charge to owner/operators of the plants. They are also free to McIlvaine
Subscribers of Power Plant Air Quality Decisions and Utility Tracking System.
The cost for others is $300.00 per webinar.
See below for information on upcoming Hot Topic Hours. We welcome your input
relative to suggested additions.
DATE SUBJECT DESCRIPTION
July 23, 2015 Mercury Removal Options More Information
August 6, 2015 Gas Turbine Emission Control More Information
August 20, 2015 Total Solution Options More Information
Click here for the Subscriber and Power Plant or Cement Plant Owner/Operator
Registration Form
Click here for the Non-Subscribers Registration Form
----------
You can register for our free McIlvaine Newsletters at:
http://home.mcilvainecompany.com/index.php?option=com_rsform&formId=5
Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com