March 2016 - Water Market Insights 182

Cartridges used to filter, particulates, droplets and liquids from liquids and gases represent a $35 billion dollar market. The media used with these cartridges generates revenues of over $10 billon. Removal of particulates from liquids at stationary sources will generate 2016 revenues of $16.5 million for cartridge suppliers and $3.1 billion for media suppliers. This is the conclusion reached by the McIlvaine Company in N024 Cartridge Filters: World Market.

Subject	Cartridges	Media
Total	16.5	3.1
Carbon	7	0.3
Membrane	4	1.2
Metal	0.2	0.1
Non-Woven	5	1.5
String Wound	0.3	0.

Other segments of the cartridge market are covered in separate McIlvaine reports.

All of these reports include revenue forecasts for cartridges. Additional McIlvaine reports cover related products. N020 RO, UF, MF World Market covers cross-flow membranes.

NO_x Control Decision Guides will be compared on March 24 at 10:00 a.m. central time

McIlvaine has prepared decision guides for NO_x control for various applications including gas turbines, coal-fired boilers, incinerators and cement plants and refineries. The most recent guide is for NO_x control from diesel trucks and light vehicles.

The purpose of the discussion will be to generate cross pollination among industries. Refineries have more experience with ozone oxidation than other industries. The catalytic filter has a big potential in coal-fired power but most of the experience to date has been in incineration and glass furnaces and other smaller applications.

* E = explanation, A = advantages D = disadvantages
DeNO_x decisively classified options for coal, cement, incineration
Option	*	Details
SCR	E	Ammonia injection followed by a catalytic reactor
	A	High efficiency and accepted by regulatory authorities
	D	Cost, catalyst plugging, space
SNCR	E	Urea injection in the furnace
	A	Low cost, low maintenance, space
	D	Low efficiency, ammonia slip
Ozone Oxidation	E	Ozone injection followed by scrubber
	A	Little space if scrubber already in place
	D	Ozone cost, efficiency
Hydrogen Peroxide	E	Chemical injection converts to NO₂ followed by scrubbing
	A	Low capital cost if scrubber already in place
	D	Chemical cost
Catalytic Filter	E	Fabric filter has embedded catalyst
	A	Lower footprint with combination, lower capital and operating cost
	D	Lack of experience

The mobile diesel SCR uses urea. The infrastructure to deliver urea for the urea for stationary plants can be integrated with the mobile demands.

Opportunities abound for combining systems to best fit unique circumstances. SNCR and in–duct SCR is one example. The use of hydrogen peroxide where there are short peaks in NO_x generation can allow use of a smaller SCR.

Suppliers are encouraged to send information on their successes to McIlvaine prior to the meeting. McIlvaine will display all the options during the meeting and lead the discussions.

Daikin Industries Ltd., through its subsidiary American Air Filter Co. Inc., has acquired Flanders. The acquisition price was $430 million. As a result of the merger, the Daikin’s filter sales will exceed ¥100 billion ($890 million) annually. Approximately 75 percent of that business is in the $7.3 billion air filtration segment. So Daikin will enjoy almost 10 percent of a world market. This is a market which is quite splintered and no competitors are dominating.

Flanders is a U.S. based corporation as is AAF. Both have long histories dating back to the post World War II period where the U.S. was the center of the semiconductor industry and warm air heating (steam radiators were used elsewhere). The U.S. filter market share was greater than 50 percent at that time. Now the market share is falling toward 10 percent. Semiconductor production is centered in East Asia. Residential filter sales are soaring in countries such as China and India with highly polluted air.

Flanders has high value-added products such as those used in cleanrooms for semiconductors, pharmaceuticals and food processing. There is also a middle value added product range used in gas turbine intakes. There has been a movement to much higher efficiency to better protect the high performance turbines produced today. So the high efficiency microfiber glass filters from Flanders will be more relevant.

Flanders also has the low end products - a broad product lineup ranging from commercial to residential and a nationwide sales network. Flanders has manufacturing bases near most major U.S. cities, including Chicago and New York, and provides short lead times and low logistics costs to deliver products that are cost competitive in the low end market.

Having established manufacturing bases in the regions of Japan, North America, Europe, China and Southeast Asia, Daikin has expanded its filter business through its subsidiaries AAF and Nippon Muki Co. Ltd. Products have focused on commercial-use air conditioning filters used in buildings and factories and the engineering fields, including dust collection systems for production facilities. AAF has established itself in each region of the world and performs development, production, sales and service for products satisfying the needs of an extensive market.

Daikin, through AAF, is also a participant in the equally large dust collector filter market. However, it has chosen to pursue the low end value filters in this market and, therefore, has a tiny market share. Some of the same cartridges used in gas turbine intakes are also used in woodworking, welding and other low temperature dust collector exhaust applications. Some competitors such as Donaldson and Clarcor are in both markets. Clarcor recently expanded into the high end dust collector market with the purchase of the BHA division of GE. Both the dust collector and air filter markets will show high growth over the next decade.

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

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.

McIlvaine conducts periodic webinars which are in a discussion format and are free of charge to all participants. The displayed material and recordings are free to purchasers of the products and services and by subscription to others.

Format: 50-90 minute recorded discussion using McIlvaine display material. The session will be free of charge to all participants but registration is required.

Approach: There are two types of webinars. One is focused on Markets and directed to suppliers. The other is focused on aiding purchasers make the best Decisions relative to purchases of flow control and treatment equipment and services.

Markets HTH
The general overviews of the market including size and major variables will be discussed with heavy emphasis on technology and regulatory drivers. The presentation will be based on the latest information appearing in McIlvaine multi-client reports. Questions and views from both subscribers and non-subscribers are encouraged.

Decisions HTH
McIlvaine has been publishing information systems on pollution control since 1974. Each subject is organized by the pollutant control technology e.g. fabric filter, scrubber, etc. There are search capabilities to retrieve information on any application. The newest addition has been slide deck systems displaying the issues and options relative to a specific applications. Coal-fired power, cement, steel and waste combustion decision slide decks are continually updated.

The continually updated slide decks are displayed on the applicable decision system. It is recommended that participants view the slide deck in advance of the session and be prepared with questions and views.

Value to purchasers and specifiers: Your questions and interests will be prioritized in the discussion. You will get a monthly newsletter and have continuing access to the system and multiple ways to interface in the future along with a networking directory of suppliers.

Value to Suppliers: You have the opportunity to provide data to be considered at no charge. If you are also a subscriber you will see the summaries in advance and be able to shed light on issues and options not properly covered in the slide deck. If you are a subscriber you will receive the monthly newsletter and continuing yearly access to the system including networking directories.

44I Power Plant Air Quality Decisions includes 1ABC, 3ABC, 4ABC, 9ABC decision services but not 2ABC. So those with multiple technologies and at least partial focus on power will find this combination most cost effective.

Applicable Services for Hot Topic Hours**
Pollutant	Industry	Fabric Filter (1ABC)	Scrubber (2ABC)	Precipitator (4ABC)	FGD & DeNOx (3ABC)	Air Pollution Monitoring (9ABC)	Gas Turbine Decisions
Mercury February 11, 2016	Coal				X	X
	WTE	X	X			X
	Sewage		X	X		X
	Cement	X				X
	Natural Gas*
DeNOx March 24, 2016	Coal				X	X
	Incineration				X	X
	Steel				X	X
	Cement				X	X
	Diesel*
	Gas Turbine				X		X
Hot Gas Filtration	Coal	X	X	X		X
	WTE	X	X	X		X
	Cement	X	X	X		X
	Steel	X	X	X		X
	Incineration	X	X	X		X
	Coal Gas	X	X			X
	GT Intake						X
FGD and Acid Gas June 16, 2016	Coal				X	X
	Sewage		X			X
	WTE		X			X
	Cement		X			X
	Steel		X			X

Dates for the next 6 meetings are firm; the others will be held in sequence at approximately two week intervals. Unforeseen developments could dictate the insertion of new subjects.

DATE	SUBJECT
March 24, 2016 *Decisions*	NO_x Control - Review of the issues and options for NOx control in coal fired power, cement, steel, and waste to energy plants as well as mobile diesel vehicles. Click Here to Register
April 7, 2016 *Markets*	Power Generation Technologies - Future of USC coal in India, Vietnam and Indonesia; natural gas prices; GHG regulations; nuclear costs; penetration for wind and solar. Click Here to Register
April 21, 2016 *Decisions*	Hot Gas Filtration - Issue and Option for particulate capture. in coal fired power, cement, steel, and waste incineration. Click Here to Register
June 16, 2016 *Decisions*	FGD and Acid Gas Separation - Issue and options for SO2 and other acid gas separation from coal fired power, cement, steel, and waste incineration plants. Click Here to Register
TBA *Markets*	Desalination - Thermal vs. Membrane; energy recovery, pump, valve, compressor and chemicals options; power/desalination combinations.
TBA *Markets*	Oil, Gas, Refining - Supply and demand; impact on flow control and treatment products; regional impacts e.g. subsea in North Atlantic vs. shale in the US vs. Oil Sands in Canada.
TBA *Markets*	Food - Analysis of 12 separate applications within food and beverage with analysis of valve, pump, compressor, filter, analyzer and chemical options; impact of new technologies such as forward osmosis.
TBA *Markets*	Municipal Wastewater - Quality of pumps, valves, filters, and analyzers in Chinese and Asian plants; new pollutant challenges; water purification for reuse.
TBA *Markets*	Mobile Emissions - Reduction in CO, VOCs, and particulate in fuels, oils, and air used in on and off road vehicles; impact of RDE and failure of NO_x traps and the crisis in Europe created by the focus on diesels.

Market Segment	Report
Removal of liquids and gases by coalescing	Special coalescing filter report
Dust and gas removal from ambient air	N022 Air Filtration and Purification World Market
Dust removal from exhaust stacks	N021 World Fabric Filter and Element Market
Mobile filters for fuels and air	Special McIlvaine reports