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.

 
Quarterly Review + Data
19 Mar 2025

Industrial Water: Key Trends, Deals, and Policy in Water Management, Q1 2025 
The U.S. power market is under pressure from AI-driven data center expansion, industrial reshoring, and electrification, driving a projected 2.3% CAGR in electricity demand from 2025 to 2030. While renewables have dominated new capacity additions over the last decade, natural gas expansion and nuclear plant restarts are reinforcing high water withdrawal and consumption requirements for power generation.

Available with corporate subscription
Need Help?
Looking for something specific or a corporate subscription? Get in touch
  • Coverage

  • Research Type

  • Corporate Subscription

  • Level of Access

  • Companies Mentioned

Filtered by ​private investment
COVERAGE
PRICE / ACCESS

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 Private WaterWater M&A

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q3 2023 

M&A activity picks up among leading IOUs after a slow start to 2023. Private water deal flow increased during Q2 following a quieter first quarter,...
19 Sep. 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 Private Water Data Seat Holders

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.

Opportunities in the U.S. Private Water Market 

In this client presentation, Bluefield’s team of water experts presented an overview of the total addressable market for utility consolidation and the latest trends in...
27 Jul. 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 Private Water

Total Addressable Market for Water & Wastewater Utilities: U.S. Benchmarks for Owner Market Share and Consolidation Opportunities 

The U.S. water and wastewater landscape is heavily fragmented across 48,587 community water systems serving 313 million people and 23,481 wastewater treatment facilities serving an...
7 Jun. 2023
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.

Nestlé, Corporate Requirements Amplify Water Risk in Parched Arizona 

On 21 March 2023, Arizona’s Senate passed Senate Bill 1660 to allow industrial facilities to treat wastewater onsite and receive long-term storage credit for recharging...
9 May. 2023
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water

U.S. Private Water: Key Trends, M&A Activity, and Market Outlook, Q2 2023 

Investor-owned utility M&A trends continue into 2023 as stakeholders prep for looming policy changes. With the EPA's recent proposed regulations for six per- and polyfluoroalkyl...
2 May. 2023
Quarterly ReviewAnalysis and insights of previous quarter water market activity, trends, and events.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Private Water

What’s behind NextEra Water’s Retreat? 

Just one year after establishing a foothold in the water and wastewater utility sector, NextEra’s leadership team has pulled the plug on its brief venture...
18 Apr. 2023
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Private Water

Water P3s Inch Forward from Florida to Oregon 

On 21 February 2023, the City of Fort Lauderdale, Florida announced the closing of a public-private partnership (PPP) with Ridgewood Infrastructure, IDE Technologies, and Kiewit...
7 Apr. 2023
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Private Water

Fair Market Value: Key Policies, Acquisition Trends, and Companies 

Bluefield has tracked approximately 1,200 water deals submitted for regulatory approval since 2015, with only 8% having been executed using FMV. The legislation has historically...
2 Mar. 2023
Insight Report + DataDeep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.