May 2015 - Water Market Insights 146

This webinar will be a discussion of the options and issues involving gas turbine and combined cycle valves. It will be based on a continually evolving GTCC Route Map and Summary. We are requesting input from the industry to expand this route map prior to the meeting and then to discuss and debate the alternatives during the webinar. Another purpose of the webinar will be to integrate this route map with the entire program.

The GTCC Route Map is going to be displayed in Power Plant Valves Decision Guide. This decision guide provides direct links to detailed articles, white papers, recordings and other material needed for decision making. This intelligence is contained in two complete decision programs 44I Power Plant Air Quality Decisions (Power Plant Decisions Orchard) and Gas Turbine and Combined Cycle Decisions.

The whole concept of the decision programs in power and the role of route maps, decision guides and decision orchards is explained at Power Plant Decisions.

The Danaher acquisition of Pall, the acquisition of Howden by Colfax, and the Nalco acquisition by Ecolab are all product expansions in the air/gas/water/fluid treatment and control market. This was a $323 billion market in 2012 and is now well above $350 billion. This market is continually analyzed in McIlvaine’s Air/Gas/Water/Fluid Treatment and Control: World Market. (www.mcilvainecompany.com) Despite the acquisitions none of the companies commands a significant share of the total market.

Danaher, Teledyne, Xylem and B&W are all in the air and water monitoring market. B&W and Teledyne are in the air segment. Danaher, Teledyne and Xylem are in the water monitoring segment. However, these three companies do not compete in most of the other segments. So despite the acquisitions, no company covers all the major segments.

Product	Power	Fluid	Municipal	Industrial and Other	Residential/ Commercial	Total
Flow (Water)
Pumps	3	8	14	20	8	53
Valves	7	13	7	39	20	86
Subtotal	10	21	21	59	28	139
Liquid Treatment
Cartridge	0	7	1	6	7	21
Sedimentation/Centrifugation	1	0	2	5	0	8
Cross-flow Membranes	2	0	4	3	1	10

Macrofiltration	1	0	2	4	0	7
Subtotal	4	7	9	18	8	46
Oxidation and Destruction (Water)
Biological/Oxidation/Destruction	1	0	8	4	2	15

Water/Wastewater Chemicals	5	0	9	10	0	24
Subtotal	6	0	17	14	2	39
Indoor Air Treatment
Filtration/Purification	1	2	0	3	5*	11
Stack Gas Treatment and Flow
Fabric Filter	1	0	0	5	0	6
Scrubber	0	0	1	5	0	6
Precipitator	7	0	0	1	0	8
FGD	7	0	0	0	0	7
DeNOx	6	2	0	1	0	9
Thermal/Catalytic	0	10	0	2	0	12
Fans and Compressors	4	2	2	12	5	25
Subtotal	25	14	3	26	5	73
Monitoring
Air	1	1	1	1	3	7
Air
Water	1	1	3	2	1	8


Subtotal	2	2	4	3	4	15
Total						323

With the acquisition of Pall, Danaher is now in five segments, Xylem is in four segments, B&W is in seven sub-segments but they are involved with stack gas. Teledyne is in just two of the segments. Danaher has now increased its market share to over one percent. The three others have shares below one percent.

Thousands of coal-fired power plants around the world will need to upgrade or replace air pollution control equipment in the coming years. This will result in an annual expenditure of over $25 billion. This does not include consumables such as dust bags or reagents (lime, ammonia, etc.). This conclusion was reached by aggregating information contained in a number of McIlvaine Company reports. (www.mcilvainecompany.com)

Major markets will be the U.S., Europe and China. However, there will be significant expenditures in Russia, Chile, South Africa, Japan, Korea, Taiwan and Australia. The drivers will be:

China will be the largest market due to its extensive fleet of coal-fired boilers, new tough regulations, and corrosion issues at existing power plants. Over 100,000 MW of FGD systems will be upgraded. Many of the existing precipitators will be upgraded or replaced with fabric filters. In some cases, wet electrostatic precipitators will be placed downstream of existing scrubbers.

The U.S. has just implemented new air toxic rules. The enforcement of ambient air quality rules in the individual states may result in the Los Angeles level of stringency. Because it is impossible to site a new power plant, owners are upgrading old power plants. The cost of an upgrade is likely to be more than the air pollution control investment at a new power plant.

Europe is maintaining a base fleet of coal-fired power plants. It continues to tighten emission limits. So upgrades are periodically required. Russia, Chile and South Africa are among the countries which are tightening particulate limits and forcing power plants to install fabric filters. Removal of the precipitator internals and their replacement with bags is becoming increasingly common.

There are NO_xupgrades and replacements taking place in the U.S., China, Taiwan, Japan and Europe. These are forecast in: N035 NOx Control World Market

FGD upgrades and retrofits are also being undertaken in the same countries plus a few others. The revenues for these upgrades are forecasted in: N027 FGD Market and Strategies

The U.S. and China are leading the way in mercury control for coal-fired power plants. Many countries require mercury control at waste incinerators. This market is analyzed in: N056 Mercury Air Reduction Market

New continuous emissions monitoring and process control systems are replacing older ones at coal-fired power plants around the world. Many countries now require mass particulate monitoring to replace the older opacity measurement systems. This opportunity is analyzed in: N031 Air and Water Monitoring: World Market

· WV PSC staff requests Appalachian Power to justify planned Power Plant closures

· Oak Creek Power Plant gets State OK for changes enabling burning of Wyoming Coal

· Wisconsin Energy finalizes Deal to sell Wauwatosa Coal-fired Power Plant

· Milhouse Engineering & Construction signs MOU with Federal Republic of Nigeria for Mini Coal-fired Power Plants

· AES achieves Commercial Operation of 1,240 MW Coal-fired Mong Duong 2 Power Plant in Vietnam

· Black & Veatch partners for Power Project expansion of Duyen Hai 3 in Vietnam

· CPV receives approval from Connecticut Siting Council to construct Towantic Energy Center in Oxford

· MHPS receives Order for Combined Heat and Power Supply Plant from Indian Farmers Fertilizer Cooperative in India

· Alfa Laval wins $13 Million Order to supply Air-cooler Systems in the Middle East

· Samsung interested in setting up a Gas-fired Combined Cycle Power Plant at Moheshkhali in Cox’s Bazar, Bangladesh

· Jacobs awarded Contract by EDF Energy to provide Project Management Resources to Eight Nuclear Power Stations and Two Technical Centers

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
May 21, 2015	Gas Turbine Intake Filters	More Information
May 28, 2015	No webinar but on-site interviews at Industrial Valve Summit in Bergamo, Italy
June 4, 2015	Power Plant Valves	More Information
June 11, 2015	SO3 Removal Options	More Information
June 18, 2015	Hot Gas Filtration	More Information
June 25, 2015	Mercury Removal Options	More Information