Impact of the Trump Administration on the U.S. Valve Markets

The market for industrial valves in the U.S. is likely to be greater over the next few years with Trump as president than it would have been had Clinton been elected. In the weeks since the election, the stock markets are up and corporations are more optimistic about the near-term business outlook.   The longer-term outlook is less certain as is the impact on world markets.

The impact on the U.S. power industry will be positive with valve sales in 2018 rising as much as 8 percent due to Trump policies. Oil and gas will also be positively affected.  The Keystone pipeline project will very likely now be built and other gas and oil projects will move through the regulatory maze more easily.  The promised infrastructure program could boost valve sales to municipal water and wastewater plants.

 

 

U.S. Valve Revenues $ Millions

Industry

2018

Trump Impact %

 Total

 10,884

-1 to +3

 Oil & Gas

 1,959

 0 to +2

 Power

 1,176

           +1 to +8

 Refining

 1,320

 0 to +1

 Wastewater

 1,093

 0 to + 1

 Water

 521

 0 to + 1

Trump has vowed to bring back the coal industry, allow oil and gas development on federal lands, “cancel” the international Paris climate accord, scrap Obama’s Clean Power Plan and eliminate tax incentives for wind and solar power generation.  He plans to slash the budget for the Environmental Protection Agency and a new Supreme Court justice is likely to favor limits on EPA’s authority.  The Department of Energy’s budget is also expected to be cut, along with a corresponding decline in funding for clean energy research and development. 

The impact on the power market will be favorable for two reasons:

 

·       More gas turbine plants will be built and fewer solar and wind generators

·       No new coal-fired power plants will be built but life extension programs will require significant numbers of valves

One trillion dollars would be allocated to an infrastructure program which would triple funding for state revolving loan fund programs to help states and local governments upgrade municipal water and wastewater plants. These plants have already allocated $75 billion/yr. over the next eight years for capital improvements.  Federal funding for water utilities has fallen to $4.3 billion in 2014 from $16 billion in 1976.  This has passed the burden onto states, municipalities, and ultimately ratepayers.  The new source of federal funding will result in larger capital expenditures of as much as $10 billion/yr.

For more information on N028 Industrial Valves: World Market, click on:  http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/115-n028

Impact of the Trump Administration on the U.S. Cartridge Markets

The market for cartridges in the U.S. is likely to be greater over the next few years with Trump as president than it would have been had Clinton been elected. In the weeks since the election, the stock markets are up and corporations are more optimistic about the near-term business outlook.   The longer-term outlook is less certain as is the impact on world markets.

The impact on the U.S. power industry will be positive with cartridge sales in 2018 rising as much as 8 percent due to Trump policies. Oil and gas will also be positively affected.  The Keystone pipeline project will very likely now be built and other gas and oil projects will move through the regulatory maze more easily.  The promised infrastructure program could boost cartridge sales to municipal water and wastewater plants.

 

 

                                

U.S. Cartridge Revenues $ Millions

Industry

2018

Trump Impact %

 Total

4,509

-1 to +1

 Oil & Gas

120

1 to +3

 Power

60

+1 to +8

 Refining

125

0 to +1

 Wastewater

68

0 to + 1

 Water

103

0 to + 1

Trump has vowed to bring back the coal industry, allow oil and gas development on federal lands, “cancel” the international Paris climate accord, scrap Obama’s Clean Power Plan and eliminate tax incentives for wind and solar power generation.  He plans to slash the budget for the Environmental Protection Agency and a new Supreme Court justice is likely to favor limits on EPA’s authority.  The Department of Energy’s budget is also expected to be cut, along with a corresponding decline in funding for clean energy research and development. 

The impact on the power market will be favorable for two reasons:

 

·       More gas turbine plants will be built and fewer solar and wind generators

·       No new coal-fired power plants will be built but life extension programs will require significant numbers of valves

One trillion dollars would be allocated to an infrastructure program which would triple funding for state revolving loan fund programs to help states and local governments upgrade municipal water and wastewater plants. These plants have already allocated $75 billion/yr. over the next eight years for capital improvements.  Federal funding for water utilities had fallen to $4.3 billion in 2014 from $16 billion in 1976.  This has passed the burden onto states, municipalities and ultimately ratepayers.  The new source of federal funding will result in larger capital expenditures of as much as $10 billion/yr.

The chemical and pharmaceutical industries are major cartridge purchasers. A Trump initiative to persuade international suppliers to expand in the U.S. rather than build overseas is not likely to be significant.

Purchases of commercial and residential filter cartridges should increase marginally.

For more information on N024 Cartridge Filters: World Market, click on: http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/117-n024

Impact of the Trump Administration on the U.S. Pump Markets

The market for industrial pumps in the U.S. is likely to be greater over the next few years with Trump as president than it would have been had Clinton been elected. In the weeks since the election, the stock markets are up and corporations are more optimistic about the near-term business outlook.   The longer-term outlook is less certain as is the impact on world markets.

The impact on the U.S. power industry will be positive with pump sales in 2018 rising as much as 8 percent due to Trump policies. Oil and gas will also be positively affected.  The Keystone pipeline project will very likely now be built and other gas and oil projects will move through the regulatory maze more easily.  The promised infrastructure program could boost pump sales to municipal water and wastewater plants.

 

 

U.S. Pump Revenues $ Millions

Industry

2018

Trump Impact %

 Total

11,618

-1 to +3

 Oil & Gas

4,834

0 to +2

 Power

367

+1 to +8

 Refining

475

0 to +1

 Wastewater

1,978

0 to + 1

 Water

889

0 to + 1

Trump has vowed to bring back the coal industry, allow oil and gas development on federal lands, “cancel” the international Paris climate accord, scrap Obama’s Clean Power Plan and eliminate tax incentives for wind and solar power generation.  He plans to slash the budget for the Environmental Protection Agency and a new Supreme Court justice is likely to favor limits on EPA’s authority.  The Department of Energy’s budget is also expected to be cut, along with a corresponding decline in funding for clean energy research and development. 

The impact on the power market will be favorable for two reasons:

·       More gas turbine plants will be built and fewer solar and wind generators

·       No new coal-fired power plants will be built but life extension programs will require significant numbers of valves

One trillion dollars would be allocated to an infrastructure program which would triple funding for state revolving loan fund programs to help states and local governments upgrade municipal water and wastewater plants. These plants have already allocated $75 billion/yr. over the next eight years for capital improvements.  Federal funding for water utilities has fallen to $4.3 billion in 2014 from $16 billion in 1976.  This has passed the burden onto states, municipalities and ultimately ratepayers.  The new source of federal funding will result in larger capital expenditures of as much as $10 billion/yr.

For more information on N019 Pumps World Market, click on:  http://home.mcilvainecompany.com/index.php/markets/2-uncategorised/116-n019

UTILITY E-ALERT

Utility E-Alert Tracks Billions of Dollars of New Coal-fired Power Plants on a Weekly Basis

Here are some Headlines from the Utility E-Alert

#1299 – November 18, 2016

Table of Contents

 

COAL – US

·       Duke Energy posts Coal Ash Basin closure Plans

 

COAL – WORLD

·       Uniper operates Five Thermal Power Plants in Russia

·       Thar Coal Project enters Construction Phase

The 41F 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 42EI Utility Tracking System which has data on every plant and project plus networking directories and many other features.

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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