1112 Water Market Insights 26

McIlvaine Hot Topic Hour Registration

On Thursday at 10 a.m. Central time, McIlvaine hosts a 90 minute web meeting on important energy and pollution control subjects. Power webinars are free for subscribers to either Power Plant Air Quality Decisions or Utility Environmental Upgrade Tracking System. The cost is $125.00 for non-subscribers.

Market Intelligence webinars are free to McIlvaine market report.

	2012
DATE	SUBJECT
November 15	Dampers and Expansion Joints for Coal-fired and Gas Turbine Power Plants	Power
November 29	Catalyst Selection for NO_x and Other Gases	Power
December 6	Boiler Feed and Cooling Water Treatment	Power
December 13	Co-firing Sewage Sludge, Biomass and Municipal Waste	Power
	2013
January 10	Update on Oxy-fuel Combustion	Power
January 17	Production of Fertilizer and Sulfuric Acid at Coal-fired Power Plants	Power
January 24	Gypsum Dewatering	Power
January 31	Filter media (forecasts and market drivers for media used in air, gas, liquid, fluid applications, both mobile and stationary).	Market Intelligence
February 7	Valves for Power Plants, Boilers and Water Treatment Facilities	Power

To register for the Hot Topic Hour on November 15, 2012, click on:
http://www.mcilvainecompany.com/brochures/hot_topic_hour_registration.htm.

UTILITY E-ALERT

Here are the Headlines for the November 2, 2012 – Utility E-Alert

#1099 – November 2, 2012

Table of Contents

COAL – US

More Cost Overruns for Edwardsport IGC Power Plant

Xcel Energy to study Retirement of Two Units at Sherco

COAL – WORLD

EPBiH Shortlists 11 Firms for 450 MW Tuzla in Bosnia

India and Bangladesh now ready to sign JV Agreement for 1320 MW Power Plant in Bagerhat District

§ Meralco pursues Two Coal-fired Power Plants and LNG-fired Power Plants

§ USD 450 Million Turkish Bid to build 200 MW Power Plant in Sinai, Egypt

Thunder Bay Conversion from Coal-firing to Natural Gas-firing halted

Thirty Power Plants in India have inked FSA with Coal India

GAS/OIL / US

§ Calpine proceeding with 309 MW Garrison Energy Center in Delaware

GAS/OIL – WORLD

Siemens to build 700 MW Power Plant in Venezuela

Energy Holdings International to build 450 MW Combined Cycle Power Plants at Bibiyana and Fenchugang, Bangladesh

CO₂

UK Announces Four Finalists for £1 Billion CCS Competition

2Co Energy Cancels Don Valley CCS Project after Failing to Make Short List for British Funding

CO2 Solutions to Receive $500,000 for Alberta Oil Sands Project

Global Warming Impact in Tons of CO₂ Equivalent in 25 Year Increments for One Ton of Emissions

NUCLEAR

Taiwan studying Conversion of Almost Completed Longmen Nuclear Power Plant to Gas-firing

Bihar State in India has Identified Possible Site for Nuclear Power Plant

Oyster Creek Nuclear Power Plant remains under Alert as NRC returns to Normal Inspection Levels

§ China to proceed with Nuclear Power Plants

Cambodia has no Plans for Nuclear Power Plant

Bulgaria to hold Referendum on New Nuclear Power Plant

Hitachi to buy Horizon and build Nuclear Power Plants in the UK

BUSINESS

§ Celanese to Convert Boilers from Coal-firing to Natural Gas

Meralco looking into entering Vietnam Power Generation Business

MHI to supply Steam Turbine and Boiler to 330MW O Mon 1

Metso to supply Fluidized Bed Technology to Kuopion Energia Power Plant in Finland

NRG expects Environmental Capital Expenditures to be less than Planned

Edison Mission Energy on Verge of Bankruptcy

Chinese Companies to finance construction of 10 Power Plants in Iran

The World Market for Electrostatic Precipitator Systems, Repair Parts and Service will exceed $15 Billion in 2013

HOT TOPIC HOUR

§ Cooling Towers and Cooling Water Hot Topic Hour November 1, 2012

§ Hot Topic Hour on November 8 at 10 a.m. (CST) is "FGD Scrubber Components"

§ Upcoming Hot Topic Hours

For more information on the Utility Environmental Upgrade Tracking System, click on: http://www.mcilvainecompany.com/brochures/energy.html#42ei.

Oil and Gas Industry Valve Purchases to Exceed $9 Billion Next Year

Sales of valves to the oil and gas industry are expected to be $9.2 billion next year according to the latest McIlvaine forecasts in Industrial Valves: World Markets. (www.mcilvainecompany.com)

($ Millions)

World Region	2013
Africa	1,517
CIS	965
East Asia	716
Eastern Europe	27
Middle East	2,503
NAFTA	1,749
South & Central America	972
West Asia	168
Western Europe	628
Total	9,245

The Middle East will generate the most revenue, but NAFTA is closing the gap. Large numbers of valves are required in hydraulic fracturing. In the U.S., there is a very large investment in extraction of liquids from the so-called wet shale in the west and gas from dry shale areas in Texas and Pennsylvania.

The market is also expanding due to the expenditures to liquefy natural gas. In the U.S., terminals which were built to import and gasify LNG are now being converted over to liquefy the U.S. shale gas and export it.

New regulations on fugitive emissions also impact the valve market. Systems to capture gas now released during well completion incorporate a number of valves. The reclamation and reuse of wastewater is also an expanding application for valves.

Sub-sea applications challenge valve suppliers with requirements for high pressure and performance. The corrosive nature of flow-back fluids in hydraulic fracturing, present a challenge in materials selection.

The transport of gas liquids which are a byproduct of the shale gas extraction provide still another valve application. There are also plans to invest more than $20 billion in gas-to-liquid plants. These plants will take advantage of the disparity between natural gas and oil prices. These plants will each require thousands of valves.

For more information on Industrial Valves: World Markets, click on: http://www.mcilvainecompany.com/brochures/water.html#n028

$9 Billion Cross-flow Membrane Market Will Grow Faster Than the Economy Next Year

The markets for cross-flow membranes and equipment will grow faster than the economy and faster than total revenues for the multi product companies pursuing this market. This is the conclusion reached in the latest forecast in RO, UF, MF World Market, published by the McIlvaine Company. (www.mcilvainecompany.com)

(World Cross-flow Membrane Filtration Revenues

($ Millions)

Subject	2012	2013
Micro Equipment	1,824.49	1,925.87
Micro Membranes	473.43	490.14
RO Equip	3,355.28	3,661.86
RO Membranes	998.53	1,070.79
UF Equipment	1,968.16	2,085.38
UF Membranes	608.72	634.45
Total	9,229	9,869

In 2013, total revenues will increase by 6.9 percent and RO membrane sales will increase by 7 percent, whereas RO equipment sales are forecast to increase by over 9 percent. The equipment sales are more volatile. Growth is higher than membrane sales in recovery periods and lower than membrane sales in the downturns. 2013 is part of the upturn and, therefore, it is expected that equipment growth will exceed the consumables or membrane revenue growth.

Revenue Growth % for Selected Companies

Company	2013	2014
Dow	5.71	4.63
GE	4.83	3.88
Kurita	5.07	4.71
Siemens	3.78	4.57
Toray	3.82	4.18

All the large cross-flow filtration companies are divisions of larger companies. Total revenues for these companies are expected to increase in the range of 4-5 percent over the next two years. Therefore, the membrane groups will be higher performing than the total corporations.

For more information on RO, UF, MF World Market http://www.mcilvainecompany.com/brochures/water.html#no20

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Bob McIlvaine
President
847 784 0012 ext 112

rmcilvaine@mcilvainecompany.com
www.mcilvaine@mcilvainecompany.com

Ph: 847-784-0012 | Fax; 847-784-0061

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