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 (through our Report Store) or with a Corporate Subscription.

Australia Digital Water Landscape: Utility Strategies, Competitive Dynamics, and Growth Forecasts, 2026–2036
5 Mar  |  Insight Report + Data

Australia Digital Water Landscape: Utility Strategies, Competitive Dynamics, and Growth Forecasts, 2026–2036  ->

Australia's digital water opportunity is built on structural necessity, not discretionary spending. Growing from US$958.6 million in 2026 to US$2.4 billion by 2036, utilities are committing to five-to-ten-year capital programs that lock in technology choices for the decade ahead.
Corporate Subscription
Water for U.S. Agriculture: Irrigation Trends, Technology Adoption, and Market Forecasts, 2026–2031
26 Feb  |  Insight Report + Data

Water for U.S. Agriculture: Irrigation Trends, Technology Adoption, and Market Forecasts, 2026–2031  ->

Water scarcity has become a permanent factor affecting U.S. agriculture, reshaping priorities for irrigation investment. Since 2000, drought has caused approximately US$25 billion in agricultural losses, prompting farmers and water delivery organizations—particularly in the West—to shift their focus from expanding acreage to improving efficiency, control, and reliability of their systems.
Available for Purchase
State Profile: Texas Water Market
13 Feb  |  Insight Report

State Profile: Texas Water Market  ->

Texas has 4,667 community water systems serving a combined 30.6 million people. Of these systems, 67% obtain water from groundwater, while 33% rely on surface water or purchased surface water as their primary source.
Corporate Subscription
Europe PFAS: Drinking Water Treatment Regulations, Technologies, and Remediation Forecasts, 2026–2036
29 Jan  |  Insight Report + Data

Europe PFAS: Drinking Water Treatment Regulations, Technologies, and Remediation Forecasts, 2026–2036  ->

A multibillion-euro compliance market is emerging across Europe. Spending related to PFAS in drinking water treatment is projected to exceed €3.6 billion from 2026 to 2036, reflecting both capital expenditure upgrades and a steadily rising operational expenditure as installed treatment fleets grow.
Corporate Subscription
The Water-Power Nexus: How Data Centers are Reshaping the U.S. Water Landscape
12 Feb  |  Insight Report

The Water-Power Nexus: How Data Centers are Reshaping the U.S. Water Landscape  ->

The expansion of large-scale data centers across the U.S. is expected to impact the power sector significantly. Data centers are projected to account for 8.9% (440 terawatt-hours) of total electricity demand by 2030, up from 4.4% in 2023.
Corporate Subscription
Energy Optimization for Water Utilities: A Digital Playbook for Cost and Carbon Reduction
23 Dec  |  Insight Report

Energy Optimization for Water Utilities: A Digital Playbook for Cost and Carbon Reduction  ->

Energy costs rank among the top three operating expenses for water utilities, offering significant opportunities for cost savings. Energy use in the water sector accounts for 11% to as much as 40% in operational expenditure. This substantial portion and range underscores the potential for optimizing energy costs across the water cycle.
Corporate Subscription
U.S. Water Treatment Chemical Manufacturers and Distributors: Competitive Analysis & Strategies
5 Feb  |  Insight Report

U.S. Water Treatment Chemical Manufacturers and Distributors: Competitive Analysis & Strategies  ->

The water treatment chemical market in the U.S. is forecasted to reach an estimated US$9.8 billion in total spend in 2026. Municipal water and wastewater treatment chemical spend is dominated by disinfection and coagulation chemicals, which collectively account for approximately 68% of utility treatment chemical spend.
Corporate Subscription
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Private Equity in Water: Acquisitions, Exits, and Investment Trends 

Private equity has entrenched itself in the water sector, executing 435 deals since 2015 and currently holding over 327 active positions globally—more than double the...
20 Oct. 2025
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.

U.S. & Canada Municipal Water: Key Trends, Deals, and Policy in Water Management, Q3 2025 

Roughly half of all water-related deals recorded in the U.S. and Canada this year have targeted companies offering treatment and filtration or distribution services. Most...
23 Sep. 2025
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

Water Mergers & Acquisitions: Trends and Deal Flow, Q3 2025 

With fewer than 166 deals recorded year-to-date, the M&A water-sector is constrained in 2025. This broad-based pullback is most pronounced in digital water, which saw...
18 Sep. 2025
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

Azuria, Inframark Join to Create US$2 Billion Water Service Platform 

On 18 July 2025, Azuria Water Solutions and Inframark announced their plans to merge under one banner. The merger is expected to close in late...
11 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape

Water Mergers & Acquisitions: Trends and Deal Flow, Q3 2024 

The first half of 2024 ended with a reported 195 transactions tracked by Bluefield, largely supported by tailwinds such as waning inflation, increased investments in...
18 Sep. 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 Global Water Competitive Landscape Data Seat Holders

U.S. & Canada Digital Water Market Outlook: Key Drivers, Competitive Shifts, and Forecasts, 2024–2033 

The U.S. and Canada have long been at the forefront of digital water adoption, shaped by a diverse network of assets, an expansive roster of...
30 Aug. 2024
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.

EQT Drives Digital into Water Investment Portfolio 

2024 marks a pivot for EQT, a Swedish private equity firm, back into the water and waste management space. On 14 August 2024, EQT announced...
22 Aug. 2024
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Digital Water Landscape

Water Mergers & Acquisitions: Trends and Deal Flow, Q2 2024 

DuPont's decision to spin off its US$1.5 billion Water business unit as a separate publicly traded company follows a trend of large, diversified conglomerates streamlining...
28 Jun. 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 Global Water Competitive Landscape Data Seat Holders

U.S. & Canada Municipal Water: Key Trends, Deals, and Policy in Water Management, Q2 2024 

In April, the U.S. Environmental Protection Agency (EPA) finalized the long-awaited MCLs for six PFAS chemicals and laid out the implementation timelines for monitoring and...
24 May. 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. & Canada Municipal Water Market Data Seat Holders

Water Mergers & Acquisitions: Trends and Deal Flow, Q1 2024 

The 2023 year ended with a total of 372 transactions tracked by Bluefield. Bluefield has tracked 54 total water deals so far this year. There...
19 Mar. 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 Global Water Competitive Landscape Data Seat Holders