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Mcilvaine Insights |
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No. 74 September 5,
2018 |
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Mcilvaine Insights |
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No. 74 September 5,
2018 |
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WELCOME
Intel will be the semiconductor
industry’s top purchaser of
Combust, Flow and Treat (CFT)
products next year. It has
semiconductor fabrication
facilities throughout the world.
Large facilities are located in
Ireland, China, Oregon, Arizona
and New Mexico .
The company will spend nearly $1
billion for cleanroom hardware
next year and over $100 million
for pumps and valves.
The McIlvaine Company provides
the overall forecasts on the
above subjects for each major
semiconductor company in
individual market reports. The
detailed forecasts for the
segments are available on a
custom basis.
These forecasts represent the
total available market (TAM).
Further segmentation by
the Serviceable Obtainable
Market (SOM) is also available.
SOM is best obtained in
parallel with an initiative to
achieve the Lowest Total Cost of
Ownership Validation (LTCOV) of
the supplier product. A combined
effort to provide the detailed
forecasts and to develop the
LTCOVs is recommended. Details
on specific purchasers are also
available. There is a 33 slide
analysis of Intel and its
various plants which can be
provided. Analyses of the Intel
application of IIoT in its own
plants and the products it
offers to others is also
included.
More information on the
forecasts is available in each
of the market reports
http://home.mcilvainecompany.com/index.php/markets
Intel projects are tracked in
80A
World Cleanroom Projects
For more information on the
custom programs you can contact
Bob Mcilvaine at
rmcilvaine@mcilvainecompany.com
847 784 0012 ext 112
The market for FGD components,
repairs, and consumables will
grow modestly
to $20 billion in 2019.
However, there are major changes
in the rankings and shares of
purchasers. The market will be
dominated by relatively few end
users and suppliers according to
the latest forecast in N027
FGD Market and Strategies.
The merger of
Shenhua and Guodian results in
one operator with more FGD
capacity than all of Europe and
nearly as much as the U.S.
The Trump administration’s
program to bring back coal is
having a negative effect on the
market.
Existing coal plants
which would have had to increase
FGD expenditures will not have
to do so.
No new coal plants are
likely to be built as a result
of the regulations.
Companies such as BHE
continue to move away from coal.
As long as natural gas is
inexpensive there is no
financial incentive to increase
coal capacity.
One technology development is
the first dry scrubber
installation for NTPC.
This alternative
decreases capital costs but
increases consumables cost.
This is because lime is
more expensive than limestone.
For more information click on
N027
FGD Market and Strategies.
Bob McIlvaine can answer your
questions. Just contact him at
rmcilvaine@mcilvainecompany.com
or call at 847 784-0012
ext. 122
Utility E-Alert Provides
Important Weekly News Analysis
of Coal Fired Power Developments
Here are some of the headlines
in the August 24, and August 31
Utility E-Alerts. These 20 page
weekly Alerts provide important
analysis and facts for sales and
general management of companies
supplying combust, flow, and
treat products and services.
In the U.S. owners of most of
the 225,000 MW of coal fired
boilers expected to be in
service for the next 30 years
are in somewhat of a quandary
relative to the Trump roll back
of air pollution rules. The
Alert provides the latest twists
and turns.
There is a very substantial
ongoing investment in new coal
plants and retrofits of
environmental control in Eastern
Europe, Turkey, and Asia.
The fact that NTPC is
selecting dry sorbent injection
for four plants is important. It
opens the door for some
technology other than wet
limestone.
Japanese and Chinese
companies are providing
financing and systems for Asian
power generators. This gives an
edge to CFT suppliers from those
two countries.
COAL – U.S.
· Senators
Carper and Alexander call on EPA
to keep Mercury and Air Toxics
Standards Rule in Place
· EPA
seeking Public Comment on Texas
on BART Rule
·
Conemaugh Coal-fired Generating
Station utilizes SUEZ’s Mobile
Water Solutions to produce
Boiler Feedwater
COAL – WORLD
· China's
CMEC to complete upgrade of
Serbian Power Plant in 2020
· Romania's
Hunedoara Energy Holding invests
€65.3 Million in Desulfurization
System
· India
will spend more than $61 Billion
for APC Equipment
· NTPC
is upgrading existing Power
Plants
· Dry
Sorbent Injection for Four NTPC
Power Plants
· NTPC
recent Tenders
· Precipitator
and FGD problems at the
Lakvijaya Power Plant in Ceylon
· Sembcorp's
Indian Plant wins Bangladesh
Power Supply Tender
· Clyde
Bergemann supports conversion of
Taichung Power Plant from Wet
Bottom Ash Handling to an
Eco-Friendly Dry Ash System
using their DRYCON Technology
· MHPS
to participate in Vietnam's Nghi
Son-2 Thermal Power Project
BUSINESS
· Coal-fired
Power Plant Owners, Suppliers,
Market Researchers and
Publishing Companies need to
work Together to provide Lowest
Total Cost of Ownership
Solutions
· EPA
proposes Affordable Clean Energy
(ACE) Rule
· Energy
Department selects additional
advanced Combustion Projects to
receive $3.3 Million
· Reduce
Boiler Corrosion and Chemical
Costs with accurate pH
Measurement
· Dry
Scrubber Users Conference slated
for September 18-20
· MEGA
Symposium was held this Week
· The
Challenge of choosing the Best
Coal-fired Power Plant Air
Pollution Control Technologies
· Godrej
Process Equipment acquires Yuba
and Ecolaire Brands from SPX
Heat Transfer, USA
The Utility E-Alert can be
purchased separately
41F
Utility E-Alert
or as part of the Utility
Tracking System which has
details on every coal fired
power plant and profiles of the
major generators
42EI Utility Tracking System
Bob McIlvaine can answer your
questions at
rmcilvaine@mcilvainecompany.com
847 784 0012 ext. 122.
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