Bluefield Research

Will the Seine River be clean enough for the opening ceremony and competitive events at the Paris Olympics? This looming question remains with the Games just a few weeks away. Water quality in the Seine is a century old-issue. While France has been investing in #waterinfrastructure in preparation for the Olympics, #stormwater remains a top concern. "This is yet another example of the need to preemptively invest in water resources management so we can avoid short-term fixes at the expense of athletes, citizens, and the environment." - Bluefield Senior Research Director Chloé Meyer Read the rest of Bluefield's perspective here: https://hubs.ly/Q02GQD550 #EuropeWater #GlobalWater #Olympics #Paris2024 #MunicipalWater #WaterQuality

PFAS continues to be a huge topic, making headlines globally.🌍 On 4 April, the French National Assembly unanimously approved a new bill that bans certain PFAS products as of 1 January 2026. Following the bill’s approval, on 11 April, Veolia France reported PFAS levels in two-thirds of its drinking water sites that serve 15 million inhabitants. So far, 99% of sites meet the new PFAS standards. For the remaining 1% in exceedance, Veolia has implemented remediation measures on more than half. Competitors SUEZ and SAUR have also announced PFAS testing capabilities and ongoing R&D programs. Learn more in Bluefield's Research Note, "France PFAS Plan Advances Europe Remediation": https://hubs.ly/Q02GqNVf0 See more developments in Europe's #municipalwater in our Q2 Quarterly Review: https://hubs.ly/Q02Gr0FR0 #EuropeWater #GlobalWater #PFAS #DrinkingWater #MunicipalWater #FranceWater #Wastewater

A strong showing from top companies in water (thus far in 2024), highlighting opportunities across #globalwater markets: -In Q1 2024, 36 of the 50 top public water companies reported quarterly earnings growth (compared to Q1 2023). The combined revenue growth rate of 5.90% in Q1 signals the market may be stabilizing after trending downward from a high of 13.74% in Q4 2022. -Treatment Technology & Solutions firms experienced robust 8.3% revenue growth in Q1, driven by project completions and acquisitions. Notably, DuPont is spinning off its #waterbusiness into a stand-alone pure- play #watercompany (DuPont Water Solutions). -The Engineering Services segment was the fastest growing in Q1 2024, with an average revenue growth of 10.4%. Companies like AECOM and Jacobs are capitalizing on the projected US$250 billion #PFAS remediation market, while Stantec and Tetra Tech are expanding capabilities through acquisitions. -Core & Main and Advanced Drainage Systems, Inc. benefited from favorable construction markets and expanded reach via M&A, with a focus on water reclamation and treatment. Access Bluefield's Top Companies Quarterly Review: https://hubs.ly/Q02G2-pX0 Bluefield's Corporate Subscription clients receive quarterly updates on Top Companies in Water and M&A Deals. Learn more about our Water M&A service: https://hubs.ly/Q02G2sv30

Exciting times at Bluefield Research in Boston! We recently welcomed our new class of interns who are diving into research, data, and marketing projects with us this summer. It's fantastic to see the next generation of water industry leaders in action. 🌊 Ian Unebasami, Charlie Schulz, Armaan Munsiff, Tess Shotland, Lillian Krcmar, Teddy Luchars Note: (Boston team members also pictured) Learn more about Bluefield's open positions: https://hubs.ly/Q02FWCKB0 #WaterIndustry #Internship #JoinOurTeam #InternshipProgram #WaterInternships #ClimateInternship

Bluefield's Senior Research Director Eric Bindler is featured alongside Watermarq's Alex Money, Anglian Water Services's Andy Smith, and Badger Meter's Garry Tabor in a recent Aquatech article on the future of digital water. “Amid mounting financial, environmental, regulatory, and workforce pressures, smart water solutions enable utilities to monitor and manage assets and operations as never before, in turn allowing them to better serve their customers and stakeholders, maximize their operational performance and efficiency, and safeguard their assets and natural resources.” - Eric Bindler Read full article here: https://hubs.ly/Q02F6FW70 Discover more about #smartwater on our #digitalwater website page: https://hubs.ly/Q02F6Bs70

Climate Events and Construction Spend Drive U.S. Stormwater Market to US$54.5 Billion in 2030 Stormwater management is becoming a critical concern for municipalities, transportation departments, and property owners across the U.S. The increasing frequency and severity of climate events, responsible for US$156.8 billion in damages since 2000, are driving significant investment in stormwater infrastructure. 📊 According to our latest report, “U.S. Stormwater Infrastructure Market: Key Drivers, Competitive Shifts & Investment Outlook, 2024–2030,” CAPEX for stormwater management is projected to grow from US$34.6 billion to US$54.5 billion between 2023 and 2030. This represents a 6.7% compound annual growth rate. What is driving this market? Federal infrastructure investment, increasing climate events, and the construction boom. 🔗 Read the full press release: https://hubs.ly/Q02DDlzy0 Did you know there is a funding disparity? Stormwater currently receives approximately 7.5% of total water sector funding. 💡 For more key insights, explore our Insight Report + Data: https://lnkd.in/dE5E7v7X #StormwaterManagement #ClimateChange #InfrastructureInvestment #WaterSector #BluefieldResearch #BluefieldRunsOnData

💧 News Alert // Top Companies in Water There are reports, per Bloomberg, that leading water firms Xylem and Veralto are eyeing DuPont Water Solutions to tie the knot through a potential acquisition. This news comes shortly after Reese Tisdale discussed DuPont's plans to spinout its water business with David McGimpsey on The Water Values Podcast (June 18 episode - "Reimagining Desalination with OceanWell's Jonathon Haswell"). If anything, this report adds color to the discussion about convergence (i.e., M&A) vs. divergence (i.e., spinout) trends among multinational companies with strong positions in the water sector. Key points Bluefield Research's team of experts are considering: // DuPont announced in May plans to split the current $12B company into three publicly traded companies- New DuPont, Electronics, and Water. What are the impacts of a stand-alone Dupont Water business? // Word on the street, if sold, the Water business, alone, could fetch $6B+ including debt. How does this rank compared to other water deals? // Veralto was just spun out of Danaher Corporation last year and Xylem is digesting its relatively recent acquisition of Evoqua Water Technologies. What would this mean for the two suitors? To learn more about the potential impacts of Water M&A and Bluefield perspectives, visit: https://lnkd.in/e3kpyUMe #WaterIndustry #MergersAndAcquisitions #DuPont #Xylem #Veralto #thinkwater

As the U.S. water and wastewater sector is confronted with aging assets, #climatechange, and concerns over #waterquality and affordability, there has been a growing emphasis on utility consolidation and the role of private ownership. Bluefield's #waterexperts (Reese Tisdale, Charlie Suse, and John Berryman) recently presented a webcast to clients, providing a look at key #watermarket developments impacting utility strategies. Bluefield clients can access the webcast slides and recording here: https://hubs.ly/Q02Djxvc0 We want to hear from you! What is the most pressing issue that will shape utility strategies over the next 5 to 10 years? Vote in our poll and share your thoughts in the comments! #WaterWebcast #PrivateWater #WaterIndustry #UtilityConsolidation #PFASRegulations #ClientWebcast #ClientWebinar #IndustryInsights

Bluefield makes its Singapore International Water Week (SIWW) debut! Bluefield's Senior Analyst Ethan Edwards and Analyst Christine Ow walked the grounds and spoke to a captivated audience about trends in the global water metering market and the potential impacts of green hydrogen on #water. If you missed them at the conference, don't hesitate to reach out: https://hubs.ly/Q02CPv0q0 Explore Bluefield's Related Analyses: - Hydrogen Forecast Report: https://hubs.ly/Q02CPyYj0 - Global Water Metering Report: https://hubs.ly/Q02CPrdp0 #WaterIndustry #GreenHydrogen #WaterManagement #WaterMetering #GlobalWater

Bluefield Digital Water Analyst Christine Ow spoke to a full house at #ACE24 on major trends in the global water metering market. The audience asked great questions on: - The applicability of AI/ML for meter data management - The importance of building trust in smart metering solutions, and data accuracy - The specific business case / ROI for advanced meters and utility hesitations This week, the Bluefield team is headed to present at Singapore International Water Week (SIWW). To meet up, book a meeting here: https://hubs.ly/Q02CgvKB0 More takeaways from Bluefield's Metering Report: https://hubs.ly/Q02Cg-zf0 American Water Works Association