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:
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 |
|
Dec. 3, 2015 |
NOx Reduction |
----------
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