Here are some headlines from the Utility E Alert last week:
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Nederman China receives Order for Boiler Flue Gas Cleaning Project
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Barapukuria Coal-fired Power Plant adds Third Unit
§
ABB wins Orders worth $300 Million for China Power Projects
§
China to finance Second Coal-fired Power Plant at Thar Block II
§
Huaneng Bayanbaolige 1,320 MW proposed Coal-fired Power Plant in Inner Mongolia
Autonomous Region, China
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Clean Power Plan is unfolding
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This Year 133 Companies will buy 55 Percent of Fabric Filters
§
Seventeen Power Plant Owners have Purchased 56 Percent of all the World’s FGD
Systems
§
Carbonxt and United Conveyor Corporation launch Joint Air Quality Control
Offering
§
Precipitators can compete with Fabric Filters – Hot Topic Hour Thursday October
22, 2015
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Upcoming Hot Topic Hours
The
Utility E-Alert is issued weekly and covers the coal-fired projects,
regulations and other information important to the suppliers. It is
$950/yr. but is included in the $3020 Utility Tracking System
which has data on every plant and project plus networking directories and many
other features.
Power Plants Will Spend $8 Billion for Valves In 2016
Power plant valve purchases will remain at a high level thanks to continued
construction of new coal-fired power plants in China, Vietnam, Indonesia and
Japan. Despite the fact that Japan was the host of the original greenhouse gas
reduction convention (Kyoto Protocol), the country is planning 40 new coal-fired
power plants. Old coal-fired power plants will be retired, so CO2
emissions will not be increased. The EU also is building new coal-fired power
plants to replace higher emitting old power plants. In Asia, the need for new
electricity and the lack of natural gas are the big drivers.
Next year nearly 50 percent of the $8 billion power plant valve expenditures
will be by East Asian power generators. NAFTA will be the second largest
region thanks to construction of new gas turbine combined cycle power plants.
These forecasts are provided in
Industrial Valves: World Market.
Coal-fired
power plants are at the top of the list with regard to valve opportunities.
The reasons are twofold. First, more coal-fired power plants will be built
than thermal power plants. Second, coal-fired power requires water management
in both the liquid and steam phases, as well as various slurries for flyash,
bottom ash, and limestone for flue gas treatment. Additionally, there are
valves required for the many chemical systems to treat boiler feedwater and
plant wastewater. Valve types include pressure relief valves, as well as
globe, gate, ball, butterfly, plug and check valves. It is estimated that
a typical utility-scale coal-fired power plant includes more than 5,000 valves.
Nuclear power
is second on the list, with a slightly smaller number of valves per plant
because there is no requirement for flue gas treatment or flyash and bottom ash
handling. Nevertheless, the redundant systems in nuclear power plants
ensure a large number of valves on par with coal-fired power. There are
currently 60 nuclear reactors under construction in 13 countries.
Gas-fired
power plants hold significant potential for valve sales both in terms of numbers
of new plants, and in terms of plant complexity. Most gas-fired power
plants currently being built reflect a combined cycle design that includes a gas
turbine, as well as a Heat Recovery Steam Generator (HRSG) with the attendant
valves for boiler feedwater, condensate, cooling water, and water treatment
chemicals. These plants operate with efficiencies of greater than 60 percent,
and are now sized 400 MW and larger for baseload power generation as well as for
backup power for intermittent renewable energy.
For more information on
N028 Industrial Valves: World Market,
click on:
http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/115-n028.
More Than 50 Percent Of The World’s Ultrapure Water Products Will Be Purchased
By Just 50 Companies
Power plants, electronics manufacturers and pharmaceutical producers will spend
$4.6 billion in 2015 on products and services to purify water to such an
exceptional degree that there is a whole classification called “ultrapure”
water. This purity is obtained with a combination of chemicals and
physical process steps such as reverse osmosis (RO) and ion exchange.
The purchases will be concentrated among relatively few companies. The top
20 companies will purchase 37 percent of the total products and the top 50
companies will average more than 1 percent each ($23 million).
The top 8 semiconductor companies will account for purchases of $795 million.
The top 10 power generator purchases will total $625 million. The top 4 flat
panel and other electronics manufacturers will spend $284 million.
The Top 10 Purchasers Will Be
# |
Company |
Semi |
Other Electronic |
Power |
1 |
Samsung |
x |
x |
|
2 |
Intel |
x |
|
|
3 |
TSMC |
x |
|
|
4 |
EDF |
|
|
x |
5 |
LGE |
|
X |
|
6 |
Sony |
X |
x |
|
7 |
SK Hynix |
X |
|
|
8 |
Micron |
x |
|
|
9 |
China Datang |
|
|
X |
10 |
China Guodian |
|
|
x |
Pfizer is the top pharmaceutical purchaser but is only ranked #23 on the list of
the 40 largest purchasers.
The large ultrapure water product purchasers are moving toward global
sourcing for several reasons. One is the importance of the products to the plant
operations. A single small particle can cause rejection of a $300
chip. Contaminated drugs are one of the biggest concerns of pharmaceutical
companies. The ultra supercritical power plants which are now under
construction require water purity levels far greater than the sub critical power
plants which they are replacing.
The second reason for global sourcing is to facilitate evaluations on total cost
of ownership. The high cost of these evaluations is spread out among a number of
purchases. The benefits of buying the best rather than lowest price
products far outweigh the costs.
The combination of concentration of buying power and emphasis on highest quality
products creates a new and major opportunity for ultrapure water system, product
and service providers. McIlvaine has created a new route to market to take
advantage of this opportunity. It combines N029
Ultrapure Water: World Market with other McIlvaine services to
provide detailed forecasting of Markets, Prospects and Projects.
For more information contact Bob McIlvaine at
rmcilvaine@mcilvainecompany.com.
State by State Forecasts Needed by Suppliers of Flow Control and
Treatment Products and Services
The market for flow control and treatment (N064
Air/Gas/Water/Fluid Treatment and Control: World Market)
will be over $350 billion this year. The market has been segmented into 80
countries and sub regions. Some of the smaller countries account for less than
0.1 percent of the total. By contrast, California accounts for 2 percent
of the total. So international suppliers need to segment the U.S. by
region and, in many cases, by State. This is accomplished in a supplemental
report,
Analysis & Forecast by Industry & State.
The food segment provides an example. The U.S. flow control and treatment in the
food industry represents more than 22 percent of the world total.
Expensive pumps and valves are needed to meet the sanitary requirements of food
processors. Cross-flow membranes not only provide high purity water and
clean wastewater but are concentrating liquids such as juices and corn syrups.
Fabric filters are used not only for air pollution control but to capture
product in hot gas streams e.g. coffee spray driers.
The U.S. will purchase two hundred and twenty times more food flow control and
treatment products and services than Guatemala this year.
FOOD INDUSTRY(%s)
BASE YEAR 2014 |
||||||||
|
2014 |
2015 |
2016 |
2017 |
2018 |
2019 |
2020 |
2021 |
United States |
21.80 |
22.30 |
22.82 |
23.36 |
23.92 |
24.50 |
25.09 |
25.69 |
Canada |
1.95 |
1.98 |
2.02 |
2.06 |
2.09 |
2.13 |
2.18 |
2.22 |
Mexico |
2.39 |
2.49 |
2.61 |
2.73 |
2.87 |
3.01 |
3.17 |
3.35 |
Argentina |
0.98 |
1.01 |
1.04 |
1.07 |
1.10 |
1.13 |
1.17 |
1.20 |
Brazil |
3.11 |
3.17 |
3.23 |
3.30 |
3.36 |
3.43 |
3.51 |
3.59 |
Chile |
0.44 |
0.45 |
0.47 |
0.48 |
0.50 |
0.52 |
0.54 |
0.56 |
Colombia |
0.69 |
0.72 |
0.76 |
0.79 |
0.83 |
0.86 |
0.90 |
0.94 |
Ecuador |
0.21 |
0.22 |
0.23 |
0.23 |
0.24 |
0.26 |
0.27 |
0.28 |
Guatemala |
0.11 |
0.11 |
0.11 |
0.12 |
0.12 |
0.13 |
0.13 |
0.14 |
The state analysis segments each industry by state and aggregates it into nine
regions. California represents 10 percent of the U.S. food industry flow
control and treatment market while the Pacific states account for more than 14
percent.
FIGURE I-2B: U.S. Food
Industry - Percent of U.S.
2014 Total |
|
|
|
|
||||
STATE |
2014 |
2015 |
2016 |
2017 |
2018 |
2019 |
2029 |
2021 |
Alaska |
0.32 |
0.33 |
0.35 |
0.36 |
0.37 |
0.39 |
0.40 |
0.42 |
California |
10.26 |
10.67 |
11.10 |
11.54 |
12.00 |
12.48 |
12.98 |
13.50 |
Hawaii |
0.22 |
0.23 |
0.24 |
0.25 |
0.26 |
0.27 |
0.28 |
0.29 |
Oregon |
1.21 |
1.26 |
1.31 |
1.36 |
1.42 |
1.47 |
1.53 |
1.59 |
Washington |
2.08 |
2.16 |
2.25 |
2.34 |
2.43 |
2.53 |
2.63 |
2.74 |
TOTAL Pacific States |
14.09 |
14.65 |
15.24 |
15.85 |
16.48 |
17.14 |
17.83 |
18.54 |
McIlvaine continues to adjust forecasts based on a number of its own reports
plus U.S. census data such as the number of employees in each facility in each
industry.
NAICS |
Alabama Food manufacturing
facilities--- # of employees |
25 |
50 |
200 |
300 |
500 |
3111 |
Animal Food Manufacturing |
39 |
20 |
16 |
3 |
0 |
3112 |
Grain and Oilseed Milling |
8 |
2 |
4 |
2 |
0 |
3113 |
Sugar and Confectionery Product Manufacturing |
14 |
13 |
1 |
0 |
0 |
3114 |
Fruit and Vegetable Preserving and Specialty
Food Manufacturing |
8 |
6 |
1 |
0 |
1 |
3115 |
Dairy Product Manufacturing |
8 |
4 |
1 |
3 |
0 |
3116 |
Animal Slaughtering and Processing |
79 |
34 |
9 |
16 |
20 |
3117 |
Seafood Product Preparation and Packaging |
22 |
9 |
9 |
4 |
0 |
3118 |
Bakeries and Tortilla Manufacturing |
74 |
61 |
9 |
4 |
0 |
3119 |
Other Food Manufacturing |
26 |
11 |
8 |
6 |
1 |
3121 |
Beverage Manufacturing |
43 |
37 |
2 |
4 |
0 |
Analysis
& Forecast by Industry & State
is available as a supplement to (Air/Gas/Water/Fluid
Treatment and Control: World Market) or
to any of the other McIlvaine reports on pumps, valves, filtration, air
pollution control, etc. Customized excel spreadsheets can be provided for
specific products e.g. diaphragm pumps, ball valves, or polymers for water
treatment. For more information contact Bob McIlvaine at
rmcilvaine@mcilvainecompany.com.
McIlvaine Hot Topic Hours and Recordings
McIlvaine webinars offer the opportunity to view the latest presentations and
join discussions while sitting at your desk. Hot Topic Hours cater to the end
users as well as suppliers while the Market Updates cater to the suppliers and
investors. Since McIlvaine records and provides streaming media access to
these webinars there is a treasure trove of value only a click away. McIlvaine
webinars are free to certain McIlvaine service subscribers. There is a charge
for others. Hot Topic Hours are free to owner/operators. Sponsored
webinars provide insights to particular products and services. They are
free. Recordings can be immediately viewed from the list provided below.
DATE |
UPCOMING HOT TOPIC HOUR |
UPCOMING MARKET UPDATES |
Nov. 12, 2015 |
Dry Scrubbing |
|
Dec. 3, 2015 |
NOx Reduction |
----------
You can register for our free McIlvaine Newsletters at:
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Bob McIlvaine
President
847-784-0012 ext. 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com