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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Scale Is the Strategy: American, Essential Set Benchmark for Water Investor-Owned Utilities 

The American–Essential merger marks a major transformation in the U.S. regulated water sector, significantly augmenting American Water’s status as the largest and most geographically diverse...
6 Nov. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY U.S. Water Utility Ownership & Strategies

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q1 2024 

Economic uncertainty reflected in an 8% decline in M&A. Investor-owned utilities, municipalities, and a handful of other buyers tallied 140 approved acquisitions during 2023. This...
30 Jan. 2024
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. Water Utility Ownership & Strategies Data Seat Holders

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q4 2023 

From Arizona to Massachusetts, deal flow recovers following slowest H1 since 2019. Regulators approved a total of 42 acquisitions by 17 different buyers during Q3,...
17 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. Water Utility Ownership & Strategies Data Seat Holders

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

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q1 2023 

As the U.S. rolls out new regulations for per- and polyfluoroalkyl substances and other pollutants, utilities are looking at increased capital investments. These trends—coupled with...
15 Feb. 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. Water Utility Ownership & Strategies Data Seat Holders

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Year-End 2020 

Looking back to 2020, disruption was on full display across the water sector, including within the private water segment. A review of 2020 M&A activity...
24 Mar. 2021
Quarterly ReviewAnalysis and insights of previous quarter water market activity, trends, and events.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY U.S. Water Utility Ownership & Strategies

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook Q2, 2020 

The first quarter of 2020 signals increasing opportunities for growth across the U.S. private water market as water & wastewater systems contend with the public...
30 Apr. 2020
Quarterly ReviewAnalysis and insights of previous quarter water market activity, trends, and events.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY U.S. Water Utility Ownership & Strategies