Huge Flow Control And Treatment Opportunity In New Asian Coal-Fired Power
Plants
India, Indonesia and even Japan are building coal-fired power plants at such a
rate as to surpass all the U.S. historical expenditures in this segment. Because
of the size of the projects it is only necessary to focus on a few hundred
projects and an equal number of OEMs and end users. You can do this for only
$1400/yr. with a subscription to our World Power Generation project database
Vietnam will add over 50,000 MW of coal-fired capacity by 2030. This will equal
nearly 20 percent of the present coal-fired capacity in the U.S. and will equal
planned U.S. retirements. To put it another way, the combined coal-fired
capacity of the U.S. and Vietnam is presently 280,000 MW and it will be the same
in 2030.
The McIlvaine World Power Generation projects tracks every project on a monthly
basis.
World Power Generation Projects
Location Comment Project Title Startup Date
Tra Vinh province Duyen Hai 1 2015
Tra Vinh province Duyen Hai 2 2020
Tra Vinh Province Duyen Hai 3-3 supercritical power plant-EVN 2018
Soc Trang Province Long Phu 1 supercritical power plant-PetroVietnam 2017
Near Ho Chi Minh City,
Soc Trang Province Long Phu II-Vietnam National Coal and Mineral Industries 2019
Quang Ninh Mong Duong 1 CFB power plant-Electricity of Vietnam 2015
Quang Ninh Mong Duong 2-AES 2017
Nam Dinh Province Nam Dinh 1 CFB power plant--Vinacomin 2020
Phuoc Dinh Commune Ninh Thuan 1-1,2 nuclear power plant-EVN 2025
Phuoc Dinh Commune Ninh Thuan 1-3,4 nuclear power plant 2025
O Mon 2 power plant-Can Tho Thermal Power Co. 2015
Quang Binh Quang Trach 1 power plant-Vietnam Oil and Gas 2016
Binh Thuan Province Son My 1,2,3-International Power, Sojitz, Thai Binh Duong
Joint Stock Co. 2018
Song Hau 1-PetroVietnam 2018
Hau Giang Song Hau 2-Toyo Ink Group 2022
Thai Binh 1-EVN 2018
My Loc commune, Thai Thuy District Thai Binh Province Thai Binh 2-PetroVietnam
2016
Quang Ninh Province Thang Long power plant 2015
Binh Thuan Province Vinh Tan 4 power project-Vietnam Energy 2018
Ha Tinh Province Vung Ang 3-PetroVietnam 2022
For more information on World Power Generation Projects, click on:
http://home.mcilvainecompany.com/index.php/databases/28-energy/486-40ai
Utility E Alert Tracks All The Big Opportunities Around The World
New power plants and large retrofit initiatives at existing plants generate very
large revenues for flow control and treatment suppliers. These are tracked
weekly in the Utility E Alert. Managers and sales people will benefit greatly
from this Alert which is only $950/yr. Here are some of the headlines in the
issue last week:
• Construction starts on 2 GW Batang Coal-fired Power Plant in Indonesia
• Putting a 650-MW Gas-fired Power Plant Online in Egypt within Five Months
• Chubu Electric Power signs Agreement with GE to upgrade Japanese Combined
Cycle Power Plant’s Gas Turbines
• Delimara Gas Turbines to be delivered to Malta by End of Year
• Siemens to supply Gas Turbines for 1,100 MW of Combined Cycle Power Plants in
Thailand
• GE upgrading Gas Turbines at TEPCO’s Yokohama Thermal Power Station
• Proposed BAT Reference Document Could Require SCR Retrofits on Gas Turbines in
Europe
• $60 Billion O&M and Upgrade Opportunity for U.S. Fossil and Nuclear Power
Plant Suppliers
• Chinese Air Pollution Tsunami will Hit U.S. Shores in a Few Years
• World Market for Air and Water Monitoring to rise to be $31 - $33 Billion in
2019 Depending on the Chinese Growth Rate
• For more information on the Utility E Alert click on: 41F Utility E-Alert
InterWebviews™ will be viewed by your power plant customers
InterWebviews™ are hosted discussions with recorded presentations by your
experts. The recordings are uploaded to YouTube with strategic links and are
experiencing up to 3500 viewers each.
The best information is no longer in brochures and catalogs. It resides on your
laptop power point presentations. Here are some tips on leveraging this
resource:
• Think outside the box. There is a unique communication route which dictates an
informal engineering oriented recording with a presentation by your application
engineer or salesman.
• Don’t make the mistake of striving for image rather than substance.
• Make the presentation short and focused on why the client should consider a
specific product.
• Create multiple recordings with combinations of industries, products and
languages.
Cost and Process
• The cost is $100.00/minute with a minimum of 8 minutes.
• McIlvaine sets up a GoToMeeting for recording an interview.
• The presenter sends his PowerPoint slide deck to McIlvaine in advance.
• The introduction by the McIlvaine host is informal.
• McIlvaine sequences the slides as the presenter speaks.
• McIlvaine asks one question to add to the simulation of a customer
presentation.
• Recording is then prepared and posted as explained above.
Examples
The following presentations have averaged more than 1000 viewers and some have
experienced over 3000.
Company Language Subject (Click title to view recording)
Yokogawa English Nh3 Measurement
Sick English Cement MACT Monitoring
Tekran English Mercury Monitoring
Snowpure English Electrodeionization
Atlas Copco English Screw Compressors
Boerger English Rotary Pump
CBI Chinese Mercury Removal
Wahlco Chinese Urea to Ammonia
To set up an InterWebview™ or to ask questions, please contact Bob McIlvaine,
Ross Ardell or Denise Flasch at 847-784-0012 or email us at:
editor@mcilvainecompany.com
OEM Networking Directory includes decision makers for a good percentage of power
plant flow control and treatment products
The 40,000 contacts in the OEM Networking Directory include the decision makers
for much of the flow control and treatment products and services. The directory
includes architect-engineers, EPC’s and system suppliers. The directory is
updated daily. Another feature is the financial identifier which is a number
identifying the parent and each subsidiary. This is particularly valuable with
Chinese OEMS where there are multiple English spellings. The directory also
provides details on the products and services offered by each OEM. For more
information, click on: 53DI OEM Networking Directory.
Water/Wastewater Treatment Chemical Market Could Be Slowed By the Chinese
Slowdown and Oil Price Drop
The market for water and wastewater treatment chemicals will grow by over 16
percent from 2015 to 2019 at oil prices of $80/barrel during the period and
Chinese economic growth of 7 percent per annum. At $40/barrel and 2 percent
economic growth in China, the treatment chemicals market growth will only be 10
percent. These are the latest forecasts in Water and Wastewater Treatment
Chemicals: World Market published by the McIlvaine Company.
(www.mcilvainecompany.com)
There are a number of variables which will determine the growth for the
treatment market. New insights are continually generated which justify changes
in the forecasts. The Iran nuclear agreement is just one example. The plunging
economy in China and the drop in oil prices to $40/barrel are the most
significant.
Lower oil prices will impact the oil and gas industry. But this is a small
segment of the water and wastewater treatment chemicals market. Chemicals used
in drilling are not included in the scope of the report. The chemicals used in
extraction are less sensitive to prices. Furthermore, the oil and gas segment
represents only 4 percent of the treatment market.
Municipal drinking water and wastewater treatment facilities account for 40
percent of the world’s treatment chemical purchases. This sector is relatively
insensitive to oil price fluctuations.
The Chinese economic turmoil is causing more uncertainty relative to the market
for treatment chemicals. First of all, China is a major purchaser of treatment
chemicals. It will account for 21 percent of the purchases in 2015. Secondly, it
is a major importer of products e.g. iron ore which generate treatment chemical
purchases in other countries.
China has been embarked on an aggressive program to increase municipal
wastewater treatment capability. It has been building 200 new treatment plants
per year. But there are still nearly 600 million people who are not connected to
treatment facilities.
China is embarking on transforming the economy from export based to consumer
based and has prioritized environmental improvements for its citizens. So
regardless of economic growth, it is likely that the environmental improvement
programs will continue.
A slowing Chinese economy will impact the power industry. This segment accounts
for 40 percent of the treatment chemical purchases. Coal-fired generators are
the biggest purchasers. There is 900,000 MW of coal-fired capacity. However, new
capacity additions have fallen from a high of 100,000 MW per year a decade ago
to 20,000 MW per year at present. A slowing economy could reduce capacity
additions by 10,000 MW per year but this would only have a 1 percent impact on
treatment chemical consumption.
A slowing Chinese economy will impact treatment chemical purchases for mining,
semiconductors, chemicals, pulp and paper and other industries. But the impact
on the world market will be minor at least over the next four years.
Some of these developments are more predictable than others. The low oil prices
lead to lower extraction activity which eventually leads to shortages and higher
prices. On the other hand, the Chinese economy, wars, oil spills and earthquakes
cannot be easily predicted. The Fukushima disaster is a good example. It
immediately increased the world treatment chemical market by 0.5 percent. As a
result, there will be the need for continuous changes in the forecasts to take
into account the surprises.
For more information on N026 Water and Wastewater Treatment Chemicals: World
Market, click on:
http://home.mcilvainecompany.com/index.php/markets/27-water/449-n026-water-and-wastewater-treatment-chemicals
Cross-Flow Membrane Market to Grow By 15 To 20 Percent in the Next Four Years
Depending On Oil Prices and the Chinese Economy
The market for cross-flow membrane systems and membrane modules will grow by
over 20 percent from 2015 to 2019 at oil prices of $80/barrel during the period
and Chinese economic growth of 7 percent per annum. At $40/barrel and 2 percent
economic growth in China, the world cross-flow growth will only be 15 percent.
These are the latest forecasts in N020 RO, UF, MF World Market published by the
McIlvaine Company. (www.mcilvainecompany.com)
There are a number of variables which will determine the growth for the
cross-flow systems and membrane market. New insights are continually generated
which justify changes in the forecasts. The Iran nuclear agreement is just one
example. The plunging economy in China and the drop in oil prices to $40/barrel
are the most significant.
Lower oil prices will result in less oil and gas drilling activity. However,
this sector in 2015 represents just 1 percent of the cross-flow market.
Desalination represents nearly 30 percent of the market and will not be impacted
by lower oil prices. In fact, lower oil prices result in lower raw material
costs for membrane manufacturers. The direct impact of oil prices is therefore
negligible. However, lower oil prices will result from lower Chinese economic
growth. So we can assess market forecast variations based on this parameter and
assume there is an oil price correlation.
China represents 19 percent of the total world cross-flow market, therefore,
changes in the forecasts for this country will significantly impact the total
market. At 7 percent growth rate in the economy, the Chinese cross-flow market
is projected to grow by 25 percent in 2019. At a 2 percent economic growth rate
in China, its cross-flow revenues would remain at their 2015 level. In addition,
world cross-flow revenues in mining and certain other industries benefiting from
the Chinese imports would also not be as robust. As a result, the world
cross-flow market in 2019 would only be 15 percent higher than in 2015. At a 5
percent economic growth rate in China, the world cross-flow membrane market will
grow by 18 percent in the next four years.
Some of these developments are more predictable than others. The low oil prices
lead to lower extraction activity which eventually leads to shortages and higher
prices. On the other hand, the Chinese economy, wars, oil spills and earthquakes
cannot be easily predicted. As a result, there will be the need for continuous
changes in the forecasts to take into account the surprises.
For more information on N020 RO, UF, MF World Market, click on:
http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/120-n020.
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
Sept. 10, 2015 Power Plant Pumps
A decision guide for pump selection for intake,
cooling, ultrapure water, steam and wastewater from coal
and gas turbine power plants. More information
Click here to register
Sept. 11, 2015 Valve Market Forecast Changes
The oil prices and Chinese economy will be two of the drivers evaluated as the
basis for adjustments in the
2016-21 forecasts for industrial valves. More information
Click here to register
Sept. 24, 2015 Power Plant Water Monitoring
A decision guide for selection of monitoring equipment for
intake water, cooling, ultrapure water steam and wastewater
from coal and gas turbine power plants. More information
Click here to register
Sept. 25, 2015 Pump Market Forecast Changes
The oil prices and Chinese economy will be two of the drivers evaluated as the
basis for adjustments in the
2016-21 forecasts for pumps. More information
Click here to register
October 1, 2015 Power Plant Water Treatment Chemicals
A decision guide for selection of chemicals to treat intake
water, cooling, ultrapure water steam and wastewater form
coal and gas turbine power plants.
Click here to register
October 2, 2015 Fabric Filter Market Forecast Changes
New technology such as ceramic catalytic filter elements, the Chinese economic
slowdown, oil prices and other factors will be explained in terms of their
impact on the 2015-21 market for fabric filters, bags, media and fibers.
Click here to register
October 22, 2015 Precipitator Improvements
Decision guide to dry, hybrid and wet electrostatic
precipitators for solid fuel combustion, refining and other
industries. Focus will be on improvements to the electricals
and components.
Click here to register
November 12, 2015 Dry Scrubbing
Expansion of the dry scrubber decision guide for power plants,
incinerators, and other applications involving SDA, CFB and
DSI.
Click here to register
December 3, 2015 NOx Reduction
Decision guide to selection of SCR and SCR systems,
ammonia injection, reagents, catalysts for power plants
refineries, incinerators, chemical plants and other applications.
Click here to register
----------
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