Mcilvaine Insights


No. 132   February 5, 2020


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

·       Valve Market Share Analysis for 140 Companies

·       Urgent Answers for Flow and Treat Suppliers

·       Climate Change and the Quality of Life

Valve Market Share Analysis for 140 Companies

The McIlvaine market share analysis for each valve supplier is valuable for those companies considering acquisitions, divestiture or seeking to increase share organically. This continually updated database and analysis is part of  Industrial Valves: World Markets

There have been a number of mergers, acquisitions, divestitures, and joint venture agreements undertaken by valve companies in the last three years.  Emerson has been the most active. The purchase of the valve operations of Pentair (Tyco) the largest valve producer made Emerson the # 1 producer. In the latest 12 months sales are estimated close to $3.8 billion compared to $1.6 billion for # 2 Cameron Schlumberger.  The largest divestiture was the GE sale of stock in BHGE to the now independent Baker Hughes with valve sales of $960 million. You can view graphs of the rankings by geography at Valve Market Share Analysis for 140 Companies

World Centrifuge Market Controlled by Fewer than Fifty Companies

Thousands of new forecasts relative to the market for centrifuges have just been posted to  Centrifuges are highly engineered devices which require substantial capital investment to design and manufacture. It is not surprising that fewer than fifty companies have captured seventy percent of the market. You can view an analysis of the top 47 at World Centrifuge Market Controlled by Fewer than Fifty Companies

Urgent Answers for Flow and Treat Suppliers

The CEO may be evaluating an acquisition and needs a question answered immediately.  The valve salesman covering BASF may be bidding a large project and want to know which companies have supplied control valves for condition monitoring. The Asian sales manager may want to plan his next trip to India so that he visits the most important prospects. The business development manager may want an opinion as to the impact of the U.S. endorsement of the trillion tree program. Learn how the Mcilvaine Company can provide these answers. Urgent Answers for Flow and Treat Suppliers

Determining Flow and Treat Market Shares and Rankings

Flow and treat suppliers set a high priority on determining the market share for their products as well as their ranking among competitors. There is promotional as well as strategic value. The research needed to generate promotional value (guesstimates) is modest. The research needed to maximize the strategic value is considerable.  However, Mcilvaine is already doing this for many products in each industry and geography. So the analyses to provide reliable data  are very cost effective Determining  Flow and Treat Market Shares and Rankings

Climate Change and the Quality of Life

Advocates of elimination of all fossil fuels are motivated by quality of life concerns. South Asian countries building coal fired power plants are motivated by quality of life concerns. The key to a policy with broadest support lies in an agreement on quality of life goals.

This agreement takes on a new urgency due the breakthrough on methods to “suck the CO2 out of the air”. Commercial success with biomass combustion and CO2 sequestration means that this is the preferred power source to reduce CO2 in the atmosphere.  If all the fossil fired power plants in the world substituted biomass and then sequestered the CO2 we would be reducing the CO2 in the atmosphere as fast as we were once increasing it.

If the biomass combustion/sequestration was also combined with the trillion tree program we would rapidly be on our way to achieving low levels of CO2 not seen since the 1800s.

The cost of the fuel options varies widely. So, quality of life impacts vs cost has to be considered. If one accepts the worst case scenario of climate impact on life quality with immediate intolerable fires and floods then there ought be large sums spent to convert existing coal plants to biomass and sequester CO2.  This is the UK policy and is being implemented by the Drax, NG, Equinor consortium.

The main concern with this heroic effort is that it may be solar activity rather than fossil fired power plants that cause climate change.  We could be spending trillions of dollars and not changing the outcome.  Rather than argue absolutes let’s use an approach to evaluate life quality changes of all the options.

Life quality can be measured in Quality Enhanced Life Days (QELD) as influenced by tribal values and the need to discount future values.  An Indian family now using cooking fires and inhaling fine particulate would experience a positive change in life quality once electricity reaches them.  Alternatively, the great grandchildren of the Indian family may benefit most from a prohibition of the coal fired plants. Here is where you have to discount future value in making a decision.

 A wealthy Miami Beach family will receive no benefits from the construction of a power plant in India. In fact, CO2 does not have geographical bounds.  Here is where you have to take into account tribal values.  What is good for India may not be good for the U.S.

This logical approach is needed to resolve the climate change controversy.  The minimal discount of future value is reflected in the policy of treating methane based on the 100-year impact rather than short term. If the concern is short-term why use a metric based on 100 years.

The Opportunistic Biomass Combustion and Sequestration opens the door for a policy which can be endorsed by all sides in the controversy.  Because this approach along with the trillion tree initiative “sucks CO2 out of the air  there is no longer a tipping point. Investment in climate change initiatives can be based on a careful assessment of QELD.

The analysis of life quality and QELD is  explained at Sustainability Universal Rating System     

The Opportunistic Biomass Combustion and Sequestration is explained at The Opportunistic Antidote to the Climate Change Doomsday Scenario

A tracking system for all power plant projects along with analysis of technologies is provided in