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Weekly selected highlights in flow control, treatment and combustion from the many McIlvaine publications.

• Briefs
• Pursuing the $25 BillionHot Gas Air Pollution Market in the New IIoT Environment

 Briefs

November 8th Webinar:  The revenue forecast for hot gas air pollution control along with a new route to market will be discussed in a webinar next week. In September the Dry Scrubber Users Group conference in Philadelphia demonstrated that remote monitoring and operational advice can make a big positive impact on total cost of ownership. The annual meeting helped subject matter experts (SMEs) become better informed.  If this activity were expanded to include regular webinars and an intelligence system, the SMES could become SMUES (Subject matter ultra-experts).  The SMUE also needs to have access to developments in China where there is more hot gas combustion air pollution control investment than any other country.  The webinar will discuss the market and the coming sea change brought about by IIoT.  Register at LINK

Municipal Waste Water: The insights last week covered WEFTEC and the amount of activity relative to remote monitoring of component conditions as well as operations.  You can view previous insights by clicking on  Quick Search    Also you can view thousands of pages of potentially free and useful information in our Global Decisions  Orchard at Full Display  This includes market news , webinar recordings and lots of case histories.  The information is quickly accessed due to the decisive classification system by industry, application, and product.

Filtration: At the conference in Chicago in September, the IIoT sea change was discussed by the key note speakers. In subsequent verbal discussions it was agreed that if remote monitoring of filter condition also includes the details on the media it will enhance the data analytics. It will also empower the filter media companies to gain total cost of ownership information.  This will lead to better media selection or even new and better media. As discussed above it is desirable to empower IIoT with IIoW (wisdom).  User groups such as DSUA can provide this.  One initiative started at the conference was to explore the potential of a users group on engine plant filtration.  There are substantial challenges in dealing with oil mist collection.

Nuclear Flow and Treat Opportunities:   The market for flow and treat products and the impact of IIoT was discussed in our webinar earlier this month.

McIlvaine includes nuclear as part of its power forecasts in most of the flow and treat reports.  However, this is a unique market.  For those who want to pursue it McIlvaine can provide very detailed forecasts and analysis.  A study on nuclear valves provides details on the 5000 high performance valves in a typical plant.  McIlvaine also has detailed studies on many other sub segments such as gas to liquids, LNG, subsea, oil sands, and pipelines. It has details on mining segmented into coal, iron ore, copper and other ores. 

Pursuing the $25 Billion Hot Gas Air Pollution Market in the New IIoT Environment

On November 8, McIlvaine will be conducting a webinar on the air pollution market for combustion sources as well as the new route to market being shaped by IIoT and Remote O&M. You can register for this webinar.

Suppliers of components such as nozzles, mist eliminators, pumps, valves, TR sets, VFDs, fans bags, catalyst and dampers used in hot gas air pollution control systems are finding a market where relatively few end users and suppliers represent most of the potential.

The top 15 operators in the power industry will average system purchases next year of $500 million each. The largest 15 steel companies will average system purchases of $66 million next year.

Hot gas air pollution control is a distinct market. Some large air pollution control companies such as Donaldson do not sell hardware into this market (only filter media). Others such as AAF have been in and out of this market and currently are out of it.

The biggest players are necessarily in the power sector because it represents 64 percent of the new systems market. The largest players also sell the combustors. This includes companies such as Babcock & Wilcox, Doosan, and GE.  Mitsubishi Heavy Industries and Hitachi merged their boiler and hot gas activities to form MHPS.

There are few stand-alone air pollution control system companies in the power sector. Hamon does not supply boilers but does supply cooling towers as well as air pollution control systems.  Players such as Marsulex, Fuel Tech, and Clyde Bergemann have minor market shares.

Much of the Asian market is served by joint ventures and licensees. However, some of the largest air pollution control companies are now China based. Longking is a stand-alone air pollution control company and ranks at the top in terms of hot gas system sales to the power industry. Other large Chinese air pollution control companies focused on power are owned by coal plant operators.

The non-power hot gas markets have unique requirements and are served mostly by smaller players. Some such as Andritz have moved into power from a strong base in pulp and paper.  Cement is dominated by kiln suppliers and specifically FLSmidth who supplies air pollution control equipment and is the largest kiln supplier.

The operators of hot gas air pollution control systems are starting to embrace IIoT and Remote O&M. This is resulting in centralized corporate determination of lowest total cost of ownership for components. Suppliers such as GE and MHPS are leading the remote monitoring revolution.  The result will be a new marketing route for the component suppliers.

The hot gas system and component forecasts for each industry and for the top 1,000 purchasers are included in the following McIlvaine market reports.

N008 Scrubber/Adsorber/Biofilter World Markets

N018 Electrostatic Precipitator World Market

N021 World Fabric Filter and Element Market

N022 Air Filtration and Purification World Market

N027 FGD Market and Strategies

N035 NOx Control World Market

The sea change brought about by IIoT is analyzed in N031 Industrial IOT and Remote O&

Bob McIlvaine can answer questions and can be reached at: rmcilvaine@mcilvainecompany.com 847-784-0012 ext. 112