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· Winning Orders at the 1000 Largest Pharma Companies
· Energy Storage is a Significant Market for AWE Products
Winning Orders at the 1000 Largest Pharma Companies
Pharma Prospects provides suppliers of air, water, and energy (AWE) products with the ability to directly pursue the 1,0000 largest pharmaceutical prospects. This service can be furnished as part of a bigger initiative to win the orders. An example is plasma fractionation. This niche accounted for just under 10% of the AWE product sales to the industry of $35 billion in 2022.
The plasma fractionation market is growing at more than 6% per year. CSL and Grifols generate over 40% of the industry revenues. Takeda, Octapharma, and Kedrion are also among the top ten suppliers. The air, water, energy product opportunities at each company have to take into consideration other products and also contract manufacturing.
Most of the $8 billion in revenues generated by CSL are tied to fractionation products. On the other hand Takeda with revenues of $32 billion is a larger AWE product purchaser even though their fractionation related sales are less than $3 billion.
The opportunity is also continually shaped by technology advances. GEA has a new separator. Filter press suppliers are automating to decrease total cost of ownership. The future market for each of these competing products needs to be continually assessed with a lowest total cost of ownership (LTCO) analysis.
The LTCO analysis is being created in an Industrial Internet of Wisdom (IIoW) Causation Loop. This includes fractionation articles appearing in many magazines as explained at http://home.mcilvainecompany.com/index.php/other-services/free-news/news-releases/47-uncategorised/news/1692-nr2678
Pharma Prospects provides suppliers of Air, Water, Energy Products with analyses of the purchasers along with semiweekly project and market news. The extensive profiles are updated periodically. A convenient search displays all the recent news on any of the purchasers.
This service is part of a bigger program which provides detailed forecasting of each product at each major prospect. Products and industry segments are shown at http://home.mcilvainecompany.com/index.php/other-services/free-news/news-releases/47-uncategorised/news/1688-nr2674
For more information on Pharma Prospects click on http://home.mcilvainecompany.com/index.php/databases/83ai-pharma-prospects
Bob McIlvaine can answer your questions at rmcilvaine@mcilvainecompany.com. His cell is 847 226 2391.
Energy Storage is a Significant Market for AWE Products
The weekly Utility E-Alert and Tracking System identifies a substantial market in energy storage. The primary opportunity is in long Duration Energy Storage (LDES). Trillions of dollars will need to be invested in LDES to meet energy storage needs greater than eight hours. A significant percentage will be need to be spent on valves, pumps, filters, compressors, and instrumentation.
The main categories are mechanical, thermal, chemical, and electrochemical
· Mechanical: In addition to pumped storage other emerging mechanical energy storage solutions include compressed air energy involving compressors filters and valves. Also included are other gravity storage media such as solid pellets similar to fluid bed technology.
· Thermal includes molten salt and other media to store and transfer sensible heat. It also includes technology using latent heat.
· Chemical LDES: Chemical energy storage systems store electricity through the creation of chemical bonds. The two most popular emerging technologies are based on power-to-gas concepts: power-to-hydrogen-to-power, and power-to-syngas (synthetic gas)-to-power. In the first case, electricity is used to power electrolyzers, which produce hydrogen.
· Electrochemical LDES: Different batteries of varying chemistries are emerging to provide long duration flexibility. Electrochemical flow batteries store electricity in two chemical solutions that are stored in external tanks and pushed through a stack of electrochemical cells, where charge and discharge processes take place thanks to a selective membrane. These batteries are suited for long-duration applications where low chemical and equipment costs are possible.
The progress with these technologies will change the market shares for BECCS versus wind and solar. Here is our forecast of capacity investments through 2050.
The Mcilvaine forecasts show higher levels of BECCS and less solar and wind than shown in the IEA forecast. The main impediment for wind and solar is lack of cost effective storage. Cost effective storage would change the market shares.
The weekly Utility E Alert tracks the storge developments. Here are article appearing in December.
Utility E Alert Storage Headlines
December 17
· Eos Energy Enterprises and Tetra Technologies, Inc Agree to Long-Term Relationship For Eos' Storage Technology
· Neoen Selects Doosan to Deliver Largest Standalone Energy Storage System in the Australian Capital Territory
· Aalborg CSP Supplies Energy Storage Technology to PTXSALT For Green Conversion of Coal-Fired Power Plant
December 3
· Alfa Laval and the Long Duration Energy Storage Council Release its First Report
· Wärtsilä Enters Belgium Market With 25 MW Energy Storage System to Balance Grid and Support Reliability
· Malta and Bechtel Join Forces to Speed Rollout of Long-Duration Energy Storage
· EVLO Announces its Most Powerful Storage System: EVLO 1000
· Wärtsilä Enters South American Energy Storage Market With Supply of 8 MW / 32 MWh Energy Storage System to the Leading Chilean Power Generation Company Colbun to Accelerate Decarbonization
· Powin Announces New Centipede Battery Energy Storage Platform
The Utility Tracking System includes the Utility E- Alert, project tracking, specific plant data and market analysis. More information on this service is shown at
http://home.mcilvainecompany.com/index.php/databases/42ei-utility-tracking-system
Bob McIlvaine can answer questions. He can be reached at rmcilvaine@mcilvainecompany.com cell 847 226 2391
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