Bluefield Research

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

🚨 New #FutureofWater podcast alert! 🚨 "Hydrogen really is an interesting space. Every day I feel like there's something in the news on hydrogen and it really does divide into two camps: this is going to happen and it's going to be huge, or this is ridiculous and it's never going to happen."- Bluefield President & CEO Reese Tisdale Join Reese and Senior Analyst Amber Walsh as they dive into three hot industries making waves in industrial water management: 🔵 Semiconductor manufacturing 🔵 Hydrogen production 🔵 Food & beverage Tune in to episode #96 now! 🎧 👉 Listen here: https://hubs.ly/Q02C6CN80 ------------------------------------------------------------------------------ For more Hydrogen insights, access Bluefield's report + data: https://hubs.ly/Q02C6XSY0 #Semiconductor #Hydrogen #FoodandBeverage #IndustrialWater #CorporateSustainability #Podcast #PodcastCommunity #NewPodcastAlert

The food & beverage manufacturing industry is placing a greater focus on water and #wastewater management, aiming to mitigate risks associated with #waterscarcity and #waterquality. In the wake of population increases, evolving consumer preferences (i.e., plant-based foods), and a heightened focus on #corporatesustainability (i.e., #brandmanagement), opportunities for #watersolutions providers are set to grow in parallel. Bluefield has forecasted that the food and beverage sector will invest US$112 billion in #watermanagement through the end of the decade—particularly in China, the U.S., and India. This sector's projected annual growth of 4% is influenced by economic and regulatory factors—especially in developed regions, where rising wastewater treatment costs (i.e., utility surcharges) underpin moves to on-site treatment and reuse. More analysis available in Bluefield's new #IndustrialWater Quarterly Review (for clients): https://hubs.ly/Q02zMpGX0 For a deep dive on the sector, see Bluefield's report: Water for Food & Beverage: Market Trends and Forecasts, 2024–2030 (available for purchase): https://hubs.ly/Q02zMvPj0 Air Liquide, Chevron, Ecolab, Gradiant, Iberdrola, Intel Corporation, Kemira, Keppel Ltd., Micron Technology, NextEra Energy, Inc., PepsiCo, Samsung Heavy Industries, SAUR, Shell, TSMC, Veolia, Veralto, Xylem

It was a pleasure hosting K-water (Korea Water Resources Corporation) executives at our Barcelona office. We enjoyed the discussions on digital water solutions and we look forward to working together. If you are interested in visiting our Boston or Barcelona offices or meeting us at an upcoming water industry event, contact us: https://hubs.ly/Q02zYcwP0

Growing Focus on Water Drives M&A and Strategic Rebranding Ethan Edwards, Bluefield's Senior Analyst, has identified three recent examples of top companies in water rebranding to better communicate with investors and customers. - In April 2024, Aegion Corporation rebranded as Azuria Water Solutions to clarify its water focus. - In Feb 2023, Veralto spun out from Danaher Corporation, putting water acquisitions in focus. - And in Feb 2023: Select Energy Services Ltd rebranded as Select Water Solutions, underscoring water's role in the oil patch. And more companies in water are repositioning: DuPont recently announced its intention to separate out its DuPont Water Solutions business as one of the three independent, publicly traded companies. The merger of SouthWest Water Company and Corix has led to the newly formed Nexus Water Group. UGSI Solutions also rebranded to cleanwater1 in 2023, a year after being acquired by #privateequity firm Baird Capital. Read Bluefield's full Perspective here: https://hubs.ly/Q02zMvgx0 ----------------------------------------------------------------- #WaterMA #StrategicRebranding #CorporateSustainability #WaterStress #WaterReuse Xylem, Core & Main, New Mountain Capital, Hach, ChemTreat, Trojan Technologies, OTT HydroMet, McCrometer, Inc.,