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