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
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.
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Europe Lays the Foundations for the Water Sector’s Complex Future: Bluefield’s 2024 Regional Outlook
Bluefield's Europe water experts presented findings from their analysis of 2024–2030 Europe Municipal Water CAPEX Forecasts, and provided an overview of the state of Europe’s...
13 Mar. 2024
Analyst Presentation
Industry presentations given by our team of water experts at water conferences and other speaking engagements.
Water Mergers & Acquisitions: Trends and Deal Flow, Q4 2024
Water sector M&A maintains momentum. While the pace of transactions has moderated, the 334 deals tracked this year underscore continued investor confidence in the water...
3 Dec. 2024
Quarterly Review + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Water Mergers & Acquisitions: Trends and Deal Flow, Q4 2023
As of 1 December 2023, Bluefield has tracked 327 total water M&A deals in 2023, representing a 6% decline compared to the 348 deals recorded...
18 Dec. 2023
Quarterly Review + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Top Companies in Water: Financial Signals and Market Trends, Q2 2021
COVID-19’s global impacts continue to affect company revenues and strategies that include unforeseen changes across select verticals. The results of the drastic changes, both positive...
23 Jul. 2021
Quarterly Review
Analysis and insights of previous quarter water market activity, trends, and events.
Water M&A: Technology, Equipment, Services Trends and Deal Flow, Q3 2020
The impacts of COVID-19 are still working their way through the markets and potentially impacting deal flow, leaving significant uncertainty in the near to medium...
30 Sep. 2020
Quarterly Review
Analysis and insights of previous quarter water market activity, trends, and events.
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 + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Top Companies in Water: Financial Signals and Market Trends, Q1 2024
In Q4 2023, 33 of the 50 top public companies reported quarterly earnings growth compared to Q4 2022. The Network & Distribution segment (one of...
27 Mar. 2024
Quarterly Review + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Top Companies in Water: Financial Signals and Market Trends, Q2 2024
Water markets worldwide are undergoing a transformation, with several factors influencing critical inputs. Company financial reports and presentations indicate that inflation, climate change, conflicts in...
21 Jun. 2024
Quarterly Review + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
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 + Data
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Top Companies in Water: COVID-19 Impacts, Financial Signals, and Market Trends
Bluefield Research monitors the trends and signals associated with financial reports of publicly traded companies with positions in water. By zeroing-in on approximately 40 companies...
15 Dec. 2020
Quarterly Review
Analysis and insights of previous quarter water market activity, trends, and events.