Utility E Alert Tracks Billions of Dollars of New Coal Plants on a
Weekly Basis
Many of the new coal plants in planning or early construction are in Asia. Here
are headlines from the Utility E-Alert last week:
• Sri Lanka plans Coal-fired Power Plants in South
• Three International Companies submit Tender for Rampal Coal-fired Power
Project
• Carbon Offsets Plan could clear the way for Coal-fired Power Plants in British
Columbia
• Valmet to supply FGD and Denitrification Installation for CIECH Soda Polska SA
• MET awarded Contract for ESP upgrade for a Coal-fired Utility Boiler in
Caribbean
• Environmental Clearance granted for imported Coal for 1,980 MW Coal-fired
Ghatampur Power Station in Uttar Pradesh, India
• Proposed Shivee-Ovoo Coal-fired Power Plant at Shivee Ovoo Coal Mine in
Mongolia
• China Datang planning Two-Unit Ultra-Supercritical Coal-fired Power Plant in
Anhui Province
• TBKi supplies Limestone for Indonesian FGD
• Shenhua Group planning 2,000 MW Ultra-Supercritical Coal-fired Power Station
for Hefei, China
• Two additional Subcritical Coal-fired Units planned for Huaibei Guo'an Power
Station
• Daihai-3 1,200 MW Coal-fired Power Plant in Inner Mongolia Autonomous Region
• Phase V of Expansion of Coal-fired Tuoketuo Power Station planned by Datang
• China Datang proposing 2,000 MW Coal-fired Power Plant for Datang Zhunge’er
Al-Si-Ti
• Emerson wins Order from NTPC for Automation Technologies for Two 800 MW
Supercritical Units
• Indonesia is behind other Asian Countries relative to NOx and SOx reduction
• China adding 20,000 MW/yr for next 10 Years
• Japan to build 40 New Coal-fired Power Plants
We are also tracking air pollution projects such as FGD projects by Doosan in
Vietnam and new regulations in the U.S.
Effluent Guidelines to be released Next Week
Hamon Bookings down in First Half
TECO Energy closes the sale of its TECO Coal Subsidiary
Doosan is a Major APC Supplier in Asia
For more information on this weekly Utility E Alert which is only $950/yr click
on:
41F Utility E-Alert
Bi Weekly Tracking of Oil and Gas Projects
The 71EI Oil, Gas, Shale, Refining E-Alert tracks projects on a bi weekly basis.
Here are titles from the September 30 issue.
The following projects each will result in millions of dollars of orders for
flow control and treatment products. Each project has been rated. The
opportunity size is rated from 1-10 with 1 being small and 10 being very large.
The timing for flow and treatment orders has been provided by year e.g., T 16 =
timing of order is 2016.
Project Title
Application
Location Opportunity Size/Order Date
Egypt plans $300 Million Refinery Expansion in Gasoline using UOP Technology
Refinery
Egypt 06
T16
Aquatech awarded Contract to Supply Thermal Desalination System for Orpic's
Sohar Refinery Refinery
Oman 03
T15
Amec Foster Wheeler to work on Vietnam’s Dung Quat Refinery Expansion Refinery
Vietnam 07
T16
Mega-project Expansion of Petroperu’s Talara Refinery Refinery
Peru 09
T15
New $161 Million South African Crude Blending Terminal to Start-up in 2017 Oil &
gas
South Africa 01
T15
Jacobs receives EPCM Contract for Expansion of ExxonMobil’s Beaumont, TX
Refinery Refinery
Texas 04
T165
Technip, EGPC and ASORC Agreement for the Assiut Refinery Refinery
Assiut 06
T16
KNPC awards Tecnicas Reunidas an Engineering Contract for Al/Zour Refinery
Refinery
Middle East 04
T17
CB&I awarded Equipment for Afipsky Oil Refinery in Russia Refinery
Russia 04
T16
Technip, SACE and Midor Agreement for the Alexandria Refinery Refinery
Egypt 08
T 17
CB&I awarded $100 Million Contract for Louisiana Refinery Refinery
Louisiana 05
T16
Kuwait embarks $10 Billion upgrade of 2 Refineries Refinery
Kuwait O9
T 17
Petronas selects Axens Technologies for Malaysia’s RAPID Project Oil and gas
Malaysia 07
T16
Lloyds Energy awards KBR Eurasian FLNG Feed Contract LNG 07
T17
Wood Group awarded FEED Contract from Woodside LNG
Australia 03
T16
Keppel contracts 3rd Floating Liquefaction Facility Conversion worth $684
Million LNG 07
T16
Sempra Energy Unit awarded $108 Million Natural Gas Pipeline Contract in Mexico
Gas pipeline
Mexico 02
T15
Each headline is followed by a short article providing the basic details of each
project. These details provide sales management with decision making tools
without burdening them with details which are best left to the local sales
people. For more information on Oil, Gas, Shale, Refining E-Alert:
http://www.mcilvainecompany.com/brochures/Oil_Gas_Shale_Refining_Alert_Sample.htm
Forecasting of Products for Individual States and Individual End Users within
the U.S.
The standard McIlvaine market reports divide the world in 80 regions. The U.S.
market is approximately one quarter of the total. The top 10 countries account
for half the total. The remaining 70 countries and sub regions each average just
0.7 percent of the total. If one divides the U.S. into nine regions, the average
region is 2.8 percent or four times as large as the average of the 70 countries.
Some States such as California have as much as 10 percent of the National market
which converts to 2.5 percent of the world market. So a State such as California
ranks among the top 20 if compared to other countries. It, therefore, makes
sense to forecast the individual State markets for important products.
Purchasers of the McIlvaine multi-client market reports can receive this
additional revenue forecast on an electronic spreadsheet. The level of detail is
shown below:
Alabama - Specific Product XX Revenues 2019 ($ Millions)
Industry Segment XX Product Sales $ millions % of U.S. Basis for Forecast
Criterion for Large User No. of Large Purchasers
Food xxx xx Production More than 500 employees xxxx
Wastewater xxx xx MGD 15 MGD xxx
Coal Fired Power xxx xx MW 500 MW xx
Nuclear Power xxx xx MW 1000 MW x
Refinery xxx xx Bbl/day All 130
Pharmaceutical xxx xx production More than 500 employees xxxx
All industries included in basic market report will be included
Total For State of Alabama
Total for South East (one of 9 regions for the U.S.)
A relatively small number of companies purchase the majority of any product.
McIlvaine is identifying these companies individually. The State forecast
provides the useful total of large users in each industry segment. This forecast
can be supplemented with details on each large user.
For some products it may make sense to forecast revenues for sub categories e.g.
splitting iron and coal from general mining or split among the various food
categories such as:
3111 Animal Food Manufacturing
3112 Grain and Oilseed Milling
3113 Sugar and Confectionery Product Manufacturing
3114 Fruit and Vegetable Preserving and Specialty Food Manufacturing
3115 Dairy Product Manufacturing
3116 Animal Slaughtering and Processing
3117 Seafood Product Preparation and Packaging
3118 Bakeries and Tortilla Manufacturing
3119 Other Food Manufacturing
3121 Beverage Manufacturing
For more information on State Revenue forecasts contact Bob McIlvaine at
rmcilvaine@mcilvainecompany.com 847-784-0012 ext. 112.
Cleanroom Activity Remains Highest in Asia
Electronics and generic pharmaceutical activity in Asia continues to fuel
cleanroom growth. McIlvaine tracks the major projects in 80A World Cleanroom
Projects.
While the largest number of new cleanrooms are small, the investment per room is
low. As a result, a relatively few large cleanroom projects account for 50
percent of the filters, fans, HVAC, walls, benches and other hardware. The large
rooms also contain more high purity space. An ISO Class 1 room builder would
likely spend 10 times as much per square foot for filters as would an ISO Class
8 room builder.
For management it is very valuable and feasible to track the large room activity
and thus pursue a large portion of the market directly. The large room projects
slated for start-up in 2016 provide an example.
Sixteen large cleanroom projects are slated for the U.S. A solar cell project
will startup in Brazil. Nine pharmaceutical and biotech cleanrooms will be
completed in France, Germany, Iceland, Switzerland and the UK. The rest of the
projects are in Asia and are listed below
Large Cleanrooms Slated for Start-up in 2016 in Asia
Location City Project Title SIC Description Product
China Kunshan
Tunghsu / KSGT
Flat Panel Displays Panel Filters
China Shanghai Zhangjiang Biotech & Pharmaceutical Base Development Company (ZJ
Base) Pharmaceuticals Biopharmaceuticals
China Shanghai Bayer AG-2 Plastics and High Tech Materials
China Suzhou, Jiangsu and Chungli, Taiwan TTY Biopharm/TOT Biopharm
Pharmaceuticals Pharmaceuticals
India Bengaluru Intel Electronic Components Computer Innovations
India Maharashtra / Taloja, Pune Foxconn Electronic Components Electronics
India Orissa Bharat Biotech International (BBIL) Biotechnology Boitechnology
Japan Ishikawa Prefecture Innovation Network (INCJ) / JOLED Flat Panel Displays
Display Panels / Oled Research
Korea Incheon Free Economic Zone, Seoul Amkor Technology-4 Research &
Development Laboratories R&D Of Semiconductor And Electronics Packaging And
Testing
Singapore Tuas Biomedical Park AbbVie Pharmaceuticals Pharmaceuticals And Active
Pharmaceutical Ingredients
Taiwan Taipei City, Nangang District Academia Sinica Biotechnology Biotechnology
Thailand ROHM Electronic Components Power Devices
Thailand Rayong Trina Solar Solar Cell-Modules Solar Cells
Vietnam Bac Ninh Samsung Display (subsidiary of Samsung Electronics) Flat Panel
Displays Display Modules
Vietnam Hanoi Spire / Government of Vietnam Solar Cell-Modules Photovoltaic
Modules
Vietnam Ho Chi Minh City Samsung Electronics Electronic Components "Smart"
Products
For more information on 80A World Cleanroom Projects
http://home.mcilvainecompany.com/index.php/databases/2-uncategorised/92-80a
Over 70,000 MW of Solid Fuel Fired Generators Slated for 2017
Suppliers are pursuing projects totaling $100 billion for new coal-fired and
biomass boilers slated to start up in 2017. These projects are continually
tracked in World Power Generation Projects. The combustors, steam turbines and
some of the other long delivery items have already been ordered but decisions on
dampers, pumps, valves, nozzles, filters and controls are now being made.
Five of the projects are in Africa, nine are in Europe, two are in South America
but the remainder are in Asia. China has the largest number. Five of the
projects will use biomass as the primary fuel. Four of these are in Europe and
one in India. The 30 non-Chinese Asian projects are shown below:
Fuel Project Name Total Size (MW)
Biomass Vemagiri expansion-GMR, India 768
Coal ACB India Chhattisgarh power plant Kasaipalli, India 900
Coal Barethi power plant-National Thermal Power Corp., India 3960
Coal Chhabra 5,6 power plant-Rajasthan Rajya Vidyut Prasaran Nigam, India 1320
Coal Chipoka power plant-Intra Energy Corp., Malawi 120
Coal Enugu-Minaj Holdings Ltd. power project, Nigeria 1000
Coal Exxaro/GDF Suez power plant, South Africa 600
Coal Gadarwara supercritical power plant -NTPC, India 1600
Coal Genting Ltd power Project in Banten province, Indonesia 660
Coal Godda power project-Jindal Steel and Power, India 1320
Coal Jambi province power plant-EGAT/ Intermining and Energy, Thailand 500
Coal Long Phu 1 supercritical power plant-PetroVietnam, Vietnam 1200
Coal Maitum (Kamanga) (Alcantara) CFB power plant-Sarangani Energy, Philippines
210
Coal Mangrol power plant-Gujarat Industries Power Co., India 600
Coal Manjung 4 supercritical expansion-Tenaga Nasional Bhd., Malaysia 1000
Coal Manuguru power plant-Telangana State Power Generation, India 1080
Coal Meja supercritical power plant-NTPC, India 1320
Coal Mong Duong 2-AES, Vietnam 1200
Coal Mota Layja village power plant-Infrastructure Leasing & Financial Services,
India 4000
Coal Nabinagar supercritical power plant-NTPC/Bihar State Electricity Board,
India 1980
Coal No. 304 Industrial Estate power plant-National Power Supply power project,
Thailand 540
Coal Pagbilao 3 CFB expansion-Aboitiz Power and TeaM Energy Philippines,
Philippines 400
Coal Pemalang supercritical power plant-PLN, Indonesia 2000
Coal Qadirabad (Sahiwal district) power plant, Pakistan 1320
Coal Sampur-Ceylon Electricity Board/National Thermal Power Corp., Sri Lanka 500
Coal Sinboryeong ultrasupercritical power plant 1,2 -Korea Midland Power, South
Korea 2000
Coal Solapur supercritical power plant-NTPC, India 1320
Coal Subic Bay power plant-Kepco Philippines Corp., Philippines 300
Coal Sundergarh supercritical power plant-Coal India/Mahanadi Coalfields, India
1600
Coal Talin 2 supercritical rebuild-TaiPower, Taiwan 800
Coal Termonorte power project-Produccionj de Energia, Colombia 88
Coal Tuzla 7-Elektroprivreda BiH (EPBiH), Bosnia 450
Coal Van Phong 1 economic zone power plant-Sumitomo/Bach Dang-Hanoi Co., Vietnam
1320
Coal Vodarevu UMPP, India 4000
For more information on 40A World Power Generation Projects, click on:
http://home.mcilvainecompany.com/index.php/databases/28-energy/486-40ai
68,000 MW of New Gas Turbine Plants will Begin Operation in 2015
Over 100 gas turbine projects totaling more than 68,000 MW are scheduled for
startup in 2016. These projects are all tracked in Gas Turbine Combined Cycle
Supplier Program. 15,000 MW are slated for the U.S. while 53,000 MW are located
in other countries. Most of the U.S. plants will include a steam cycle. All will
require emission control systems with selective catalytic reduction technology.
Some will incorporate zero liquid discharge for the cooling and wastewater.
United States Summary Total for Startup Date:
Fuel Total Size (MW)
Gas 14980
Fuel Project Name Size
Gas Alpine GT - Wolverine Power, MI 400
Gas Brownsville CCGT - Tenaska/Brownsville Public Utilities, TX 800
Gas Brunswick County CCGT - Dominion Virginia Power, VA 1358
Gas Carty CCGT - Portland General Electric, OR 440
Gas FGE Texas I CCGT - FGE, TX 726
Gas George M Sullivan CCGT expansion - Anchorage Municipal Light & Power, AK 120
Gas Glenarm CCGT expansion - Pasadena Water & Power, CA 71
Gas Good Spring 1 CCGT - EmberClear, PA 300
Gas La Luz Energy Center GT - Public Service of New Mexico, NM 88
Gas La Paloma CCGT - Coronado Ventures, TX 700
Gas Liberty CCGT - Panda Power Funds, PA 825
Gas Montana Power Station Unit 3 GT - El Paso Electric, TX 88
Gas Newark Energy Center CCGT - EIF, NJ 625
Gas Oakley CCGT - PG&E, CA 586
Gas Patriot CCGT - Panda Power Funds, PA 829
Gas Pecan Creek Energy Center GT - NTE Energy, TX 270
Gas Pondera King CCGT - Competitive Power Ventures, TX 900
Gas Port Everglades Energy Center CCGT - Florida Power & Light, FL 1277
Gas Rayonier Fibers CHP GT - Chesapeake Utilities, FL 20
Gas Riverton 12 combined cycle conversion - Empire District Electric Co., KS 100
Gas Roans Prairie Peakers - Tenaska, TX 694
Gas Sand Hill 5B CCGT expansion - Austin Energy, TX 222
Gas St. Joseph Energy Center CCGT - Development Partners, IN 1350
Gas Temple II CCGT - Panda Power Funds, TX 791
Gas Toquop CCGT - EWP Renewable, NV 700
Gas Woodbridge Energy Center CCGT - CPV, NJ 700
The U.S. total could increase if one or more of the Eagle Pines turbines becomes
operational. The 3,400 MW Eagle Pines Project will include three natural
gas-fired combined cycle power blocks. Each block will consist of two 321 MW
Alstom GT36 combustion turbines, two heat recovery steam generators and one 502
MW steam turbine. The combustion turbines may employ evaporative cooling and/or
inlet high fogging for power enhancement. Each heat recovery steam generator is
equipped with natural gas-fired duct burners. The construction of the first
power block is planned to begin in the spring of 2016. Construction of the
subsequent two power blocks are planned to begin fall of 2016 and winter of
2017.
For more information on Gas Turbine and Combined Cycle Supplier Program, click
on:
http://home.mcilvainecompany.com/index.php/markets/28-energy/610-59ei
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Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com