Industry Insights

Our Industry Insights provide deep-dive analyses into global water topics, including water infrastructure, industrial water management, digital solutions, and more. Reports are available for purchase or with a Corporate Subscription.

Investor-Owned Utilities in Water: Market Share, M&A Trends, and Company Rankings
4 Jun  |  Insight Report + Data

Investor-Owned Utilities in Water: Market Share, M&A Trends, and Company Rankings  ->

The 20 leading IOUs serve a small but gradually increasing share of a large and highly fragmented market. Active in 36 states, these companies collectively serve approximately 5% of the 188 million water and wastewater connections across the country.
Corporate Subscription
Europe Stormwater Infrastructure Market: Key Drivers, Competitive Shifts & Investment Outlook, 2026–2036
4 May  |  Insight Report + Data

Europe Stormwater Infrastructure Market: Key Drivers, Competitive Shifts & Investment Outlook, 2026–2036  ->

The European Commission’s Water Resilience Strategy estimates an annual investment shortfall of €23 billion, meaning even the European Investment Bank’s unprecedented €15 billion Water Resilience Programme for 2025–2027 covers only a fraction of what's required.
Corporate Subscription
U.S. & Canada Digital Water Landscape: Trends and Growth Forecasts, 2026–2036
6 May  |  Insight Report + Data

U.S. & Canada Digital Water Landscape: Trends and Growth Forecasts, 2026–2036  ->

The U.S. and Canada digital water landscape is poised to double from US$14 billion in 2026 to US$29 billion by 2036, reflecting a compound annual growth rate of 7% over the next decade. Utilities are no longer debating the need to invest in digital; they are racing to catch up as operational, financial, and workforce pressures converge.
Corporate Subscription
State Profile: California Water Market
29 Apr  |  Insight Report

State Profile: California Water Market  ->

Unlike most U.S. states, where infrastructure investment is primarily driven by compliance or age, California's capital program is fundamentally shaped by supply insecurity. Two-thirds of the state's population depends on the Sacramento-San Joaquin Delta—a single, climate-vulnerable chokepoint.
Corporate Subscription
U.S. Mobile Water Treatment: Market Trends, Business Models, and Competitive Landscape, 2026
11 Mar  |  Insight Report

U.S. Mobile Water Treatment: Market Trends, Business Models, and Competitive Landscape, 2026  ->

Mobile water treatment is evolving from a tactical stopgap to a strategic operating model. Previously deployed mainly for emergencies and short-term capacity gaps, mobile water is now becoming an integral part of core water management strategies across industrial and municipal sectors.
Corporate Subscription
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Third-Party O&M for U.S. Drinking Water and Wastewater Utilities: Market Size, Competitive Landscape, and Trends 

Private participation in the U.S. drinking water and wastewater sector is evolving, with third-party operations and maintenance providers playing a growing role. Bluefield Research has...
25 Nov. 2024
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.

From PFAS to Consolidation, Key Water Market Developments Impacting Utility Strategies 

In this client presentation, Bluefield water experts presented an overview of the private water landscape—from the latest trends in investor-owned utility M&A to the key...
18 Jun. 2024
Analyst PresentationIndustry presentations given by our team of water experts at water conferences and other speaking engagements.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY U.S. Water Utility Ownership & Strategies

Water Mergers & Acquisitions: Trends and Deal Flow, Q4 2023 

As of 1 December 2023, Bluefield has tracked 327 total water M&A deals in 2023, representing a 6% decline compared to the 348 deals recorded...
18 Dec. 2023
Quarterly Review + DataAnalysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape Data Seat Holders

U.S. & Canada Municipal Water: Key Trends, Deals, and Policy in Water Management, Q4 2023 

The IIJA has announced a substantial US$22.8 billion for water infrastructure, signaling progress in investment. However, the actual funds reaching end recipients are lagging, with...
30 Nov. 2023
Quarterly Review + DataAnalysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY U.S. & Canada Municipal Water Market Data Seat Holders

LOGISTEC’s ALTRA Poised for Growth after Latest Take-Private Water Deal 

On 16 October 2023, Montreal, Canada-based LOGISTEC Corporation entered into a definitive agreement to be acquired by private equity (PE) firm Blue Wolf Capital Partners...
1 Nov. 2023
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape

Global Water Deal Flow: A Look at 2023 Water M&A, Leading Companies, and Market Outlook for 2024 

In this client presentation, Bluefield water experts shared their analysis of notable acquisitions, M&A market trends, company strategies to expand market share, and provided insight...
24 Oct. 2023
Analyst PresentationIndustry presentations given by our team of water experts at water conferences and other speaking engagements.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape

Private Equity Takes Wheel of H2O Innovation 

On 2 October 2023, Ember Infrastructure Management LP announced its intention to acquire H2O Innovation Inc., a Canadian water solutions provider. H2O reported revenues of...
13 Oct. 2023
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive LandscapeU.S. Water Utility Ownership & Strategies

Top Companies in Water: Financial Signals and Market Trends, Q3 2023 

In the last reporting cycle, 38 of the 50 top public companies reported growth in quarterly earnings compared to the same period in the prior...
28 Sep. 2023
Quarterly ReviewAnalysis and insights of previous quarter water market activity, trends, and events.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape

Third-Party O&M for U.S. Water & Wastewater Utilities, 2023 

Enabled by lower barriers to entry across a fragmented addressable market, third-party O&M providers represent the bulk of private participation in the U.S. Bluefield has...
1 Sep. 2023
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.

Top Companies in Water: Financial Signals and Market Trends, Q2 2023 

Water markets, globally, are in transition with critical inputs being influenced by inflation, climate change, pandemic-related lockdowns, the Ukraine-Russia conflict, and overarching concerns about recession....
13 Jul. 2023
Quarterly Review + DataAnalysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape Data Seat Holders