2007  No. 327


Air Pollution Control Industry Must Go Through or Around China

In this newsletter we are providing a display of 300 new Chinese FGD projects. They will be started in 2006-2007 and completed before 2010. To put this in perspective, the U.S. CAIR program involves about 200 units. Between 1968 and 2004 the U.S. managed to build only 222 systems.

Recently we concluded that the “Air Pollution World is Flat.” To extend this image of a level playing field we must now add that one of the players is twice the size of the next largest player and four times the size of anyone else. Therefore to win you are either going to have to have him playing on your side or you are going to have to find a way around him.

If you are an APC company and simply ignore the Chinese market, you are going to have a Chinese company competing with you in the U.S. and elsewhere. It may not be next year but it will happen. Most people would agree that any air pollution company which was not active in the U.S. in the last decade was at a severe disadvantage. The same will be true for China in the next decade.

We are presently putting considerable resources into (1) finding out the status of projects, (2) identifying all the players, and (3) reaching the end user decision makers. It is significant that the first promotional audio on our website is in Chinese. (This week we added the audio in Chinese on our home page to a power point presentation we made in Beijing in September.)

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