DETAILED FORECASTING OF MARKETS, PROSPECTS AND PROJECTS

It is now possible to precisely segment and predict markets, identify the prospects, and track the most important projects.
A few hundred companies make most of the flow control and treatment purchasing decisions. McIlvaine is identifying them and reporting on their activities.
Detailed forecasting of markets, prospects and projects provides the following benefits:
Improve decisions on allocation of direct sales, promotion and development expenditures
Increase orders cost effectively
Review strategy with better insights as to improvement
Find out the details with:
Power Point Presentation
300 Large Oil and Gas Projects Account For 80 Percent of the Flow Control and Treatment Purchases
Some oil and gas projects include hundreds of millions of dollars of pumps, valves, filters, compressors and other flow control and treatment equipment. The top 300 projects each year account for more than 80 percent of the purchases. McIlvaine tracks these in the bi-weekly Oil, Gas, Shale, Refining E-Alert.
October 30 Oil and Gas E Alert covering two week period
Project Name Description Total Amount
$ Millions Flow
Control
Treat
$ Millions Order
Yr
20+
Enbridge Canadian pipeline 38,000 300 16-19
Odebrecht Pipeline in Peru 4,000 40 17-19
Golar FLNG off Cameroon 8,000 90 17
Saudi Arabia's PetroRabigh Petrochemical and refining complexes 10,000 200 16-18
Dung Quat Refinery New refinery in Vietnam 4,000 90 16

Rosneft New refining and petrochemical complexes in Eastern Russia 10.000 200 17-19
10 additional large projects LNG, refining, extraction 50,000 1,000 16-19
Total 124,000 1,920
Sixteen projects reported in the latest bi-weekly issue account for close to $2 billion of purchases of flow control and treatment equipment. The scope includes oil and gas extraction, LNG, gas-to-liquids processing, and tar sands processing.
The Alert is available separately but is also available as part of N049 Oil, Gas, Shale and Refining Markets and Projects, which provides a complete program for detailed market, prospect and project forecasting. For more information on Oil, Gas, Shale, Refining E-Alert: click on: http://home.mcilvainecompany.com/index.php/databases/28-energy/991-71ei.
Purchases of Ultrapure Water Cross-flow Membranes by Just a Few Companies Total $600 Million
Cross-flow membrane systems play a major role in providing ultrapure water (UPW). In semiconductor plants, the water for chip washing is purified in cross-flow membrane systems. Typically microfiltration or ultrafiltration will be followed by reverse osmosis (RO). Cross-flow membranes are used in the ultrapure water systems to provide water for injection (WFI) in the pharmaceutical industry. Systems to provide the pure water needed for steam generation in the power industry also utilize cross-flow membranes.
Power plants, electronics manufacturers and pharmaceutical producers will spend $600 million in 2015 on RO, microfiltration and ultrafiltration systems and replacement modules for their UPW applications. Detailed forecasts are included in N020 RO, UF, MF World Market.


The purchases will be concentrated among relatively few companies. The top 20 companies will purchase 37 percent of the total cross-flow membranes and the top 50 companies will average more than one percent each ($6 million).
The top eight semiconductor companies will account for purchases of $204 million. The top ten power generator purchases will total $84 million. The top four flat panel and other electronics manufacturers will spend $36 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 cross-flow membrane 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 cross flow membranes far outweigh the costs.
The combination of concentration of buying power and emphasis on highest quality products creates a new and major opportunity for cross-flow membrane providers. McIlvaine has created a new route to market to take advantage of this opportunity. It combines N020 RO, UF, MF 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.
Purchases of Ultrapure Water Cartridges by Just a Few Companies Total $300 Million
Cartridges play a major role in providing ultrapure water (UPW). In semiconductor plants, the water is first purified in cross-flow membrane systems but then sent long distances to tools. Cartridges located at the tools ensure that any contamination generated in transport is removed. Cartridges are used in ultrapure water systems to provide water for injection (WFI) in the pharmaceutical industry. Systems to provide the pure water needed for steam generation in the power industry also utilize cartridges.
Power plants, electronics manufacturers and pharmaceutical producers will spend $300 million in 2015 on non woven, membrane, ceramic and metal cartridges for their UPW applications. Detailed forecasts are included in N024 Cartridge Filters: World Market.

The purchases will be concentrated among relatively few companies. The top 20 companies will purchase 37 percent of the total cartridges and the top 50 companies will average more than one percent each ($3 million).
The top eight semiconductor companies will account for purchases of $51 million. The top ten power generators will each spend $42 million. The top four flat panel and other electronics manufacturers will spend $18 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 cartridge 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 cartridge far outweigh the costs.
The combination of concentration of buying power and emphasis on highest quality products creates a new and major opportunity for cartridge providers. McIlvaine has created a new route to market to take advantage of this opportunity. It combines N024 Cartridge Filters: 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.
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
Expansion of the dry scrubber decision guide for power plants,
incinerators, and other applications involving SDA, CFB and
DSI.
Click here to register


Dec. 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

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Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com