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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.
6 Aug | Insight Report + Data
Corporate Subscription
U.S. & Canada Municipal Drinking Water and Wastewater Pipe Forecasts, 2026–2035 ->
The U.S. & Canada pipe market, valued at US$99.3 billion from 2026–2035, continues to shift from growth to renewal. Overall capital expenditures grow at a modest 2.0% compound annual growth rate, from US$9.07 billion in 2026 to US$10.88 billion in 2035.Corporate Subscription
30 Jul | Data Insight + Data
Corporate Subscription
The U.S. Federal Funding Cliff: Sizing the Decline and Mapping the Exposures for States and Utilities ->
Federal funding has historically represented a small share of total water infrastructure investment, with state and local governments covering 96% of spending in 2023 versus 4% from the federal government.Corporate Subscription
26 Jun | Insight Report
Corporate Subscription
U.S. Water Utility Strategies for the Data Center Buildout: Opportunities, Trends, and Outlook ->
Data centers have made municipal utilities a critical component in the artificial intelligence infrastructure buildout, with 98.6% of leading operators sourcing water from public systems. This relationship gives well-positioned utilities real negotiating leverage on cost-share agreements, rate structures, and infrastructure investment.Corporate Subscription
25 Jun | Insight Report + Data
Corporate Subscription
Europe Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2026–2036 ->
Europe's data center water management market is forecasted to reach €6.82 billion by 2036, growing at a 9.91% compound annual growth rate. This growth is largely a capital deployment story, with 62% of total spend tied to capital expenditures.Corporate Subscription
20 Jul | Insight Report
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State Profile: Arizona Water Market ->
In contrast to the national landscape, where investment typically follows infrastructure replacement and treatment upgrades, Arizona's market is heavily shaped by governance and policy.Corporate Subscription
1 Jul | Insight Report
Corporate Subscription
State Profile: Florida Water Market ->
Unlike most U.S. states where infrastructure investment is primarily driven by aging assets or compliance, Florida's capital program is largely shaped by a groundwater crisis.Corporate Subscription
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Industrial Water: Key Trends, Deals, and Policy in Water Management, Q3 2025
U.S. manufacturing sales rose by 2.4% year-over-year in Q1 2025, from US$1.85 trillion to US$1.90 trillion. Gains were led by the computer and electronics sector,...
24 Sep. 2025
Quarterly Review + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Schwarz AI Gigafactory Pushes German Sovereignty, Tests Water Limits
In Germany, leading tech firms such as SAP, Deutsche Telekom, and IONOS have independently expressed interest in competing for designation. However, Schwarz’s bid distinguishes itself...
19 Aug. 2025
Research Note
Brief research summaries of market development or company strategies.