WELCOME
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.
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 at LINK
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.
Hot Gas New Systems Market in 2018 - $ Millions
Industry Dust Acid Gas NOx Total Percent
Share for Top 15 Average
Company
Purchases
Power 7000 3000 6000 16,000 48% 512
Cement, Stone 2600 180 190 2970 30% 59
Mining 900 130 90 1110 60% 44
Chemical 50 70 70 190 20% 2.5
Refining 90 80 120 290 70% 14
Pulp and Paper 80 300 110 490 30% 10
Steel 1800 70 120 1990 50% 66
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.