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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Fair Market Value: Benchmarking a Decade of Water Utility Acquisitions 

Since 2015, Bluefield has tracked 138 fair market value deals totaling over US$1.9 billion, involving more than 347,900 connections changing hands. These transactions account for...
10 Dec. 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. Water Utility Ownership & Strategies: Key Trends, M&A Activity, and Market Outlook, Q4 2025 

U.S. utility M&A regained momentum in Q3 2025, signaling renewed consolidation pressures across the sector. Bluefield tracked 32 deals, the highest quarterly count since Q3...
21 Nov. 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. Water Utility Ownership & Strategies Data Seat Holders

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

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.

Essential and Investor-Owned Water Utilities Look Beyond the Rate Base 

Essential Utilities’ commitment to the Greene County data center project, slated to come online in 2029, looks less like a strategic pivot and more like...
23 Sep. 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. Water Utility Ownership & Strategies: Key Trends, M&A Activity, and Market Outlook, Q3 2025 

Unitil Corporation marked its water sector debut with a pending US$100 million purchase of the Aquarion Water Company’s assets in New Hampshire and Massachusetts. Meanwhile,...
9 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. Water Utility Ownership & Strategies 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

Nexus’s Utility Sell-Off Goes to American Water 

On 19 May 2025, Nexus Water Group announced its divestment of select operations and assets in eight states to American Water Works Company for US$315...
13 Jun. 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

EQT Adds Seven Seas Water-as-a-Service® to Growing Water Portfolio 

On 22 May 2025, Swedish private equity firm EQT announced the acquisition of Seven Seas Water Group from Morgan Stanley Infrastructure Partners. The deal is...
6 Jun. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Global Water Competitive Landscape

U.S. Water Utility Ownership & Strategies: Key Trends, M&A Activity, and Market Outlook, Q2 2025 

Economic uncertainty compounds affordability pressures for utilities. Abrupt policy shifts—fluctuating tariffs, impounded federal funding, and waning consumer confidence—have introduced significant uncertainty to long-term U.S. macroeconomic...
30 May. 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. Water Utility Ownership & Strategies Data Seat Holders