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.

Investor-Owned Utilities in Water: Market Share, M&A Trends, and Company Rankings
4 Jun  |  Insight Report + Data

Investor-Owned Utilities in Water: Market Share, M&A Trends, and Company Rankings  ->

The 20 leading IOUs serve a small but gradually increasing share of a large and highly fragmented market. Active in 36 states, these companies collectively serve approximately 5% of the 188 million water and wastewater connections across the country.
Corporate Subscription
Europe Stormwater Infrastructure Market: Key Drivers, Competitive Shifts & Investment Outlook, 2026–2036
4 May  |  Insight Report + Data

Europe Stormwater Infrastructure Market: Key Drivers, Competitive Shifts & Investment Outlook, 2026–2036  ->

The European Commission’s Water Resilience Strategy estimates an annual investment shortfall of €23 billion, meaning even the European Investment Bank’s unprecedented €15 billion Water Resilience Programme for 2025–2027 covers only a fraction of what's required.
Corporate Subscription
U.S. & Canada Digital Water Landscape: Trends and Growth Forecasts, 2026–2036
6 May  |  Insight Report + Data

U.S. & Canada Digital Water Landscape: Trends and Growth Forecasts, 2026–2036  ->

The U.S. and Canada digital water landscape is poised to double from US$14 billion in 2026 to US$29 billion by 2036, reflecting a compound annual growth rate of 7% over the next decade. Utilities are no longer debating the need to invest in digital; they are racing to catch up as operational, financial, and workforce pressures converge.
Corporate Subscription
State Profile: California Water Market
29 Apr  |  Insight Report

State Profile: California Water Market  ->

Unlike most U.S. states, where infrastructure investment is primarily driven by compliance or age, California's capital program is fundamentally shaped by supply insecurity. Two-thirds of the state's population depends on the Sacramento-San Joaquin Delta—a single, climate-vulnerable chokepoint.
Corporate Subscription
U.S. Mobile Water Treatment: Market Trends, Business Models, and Competitive Landscape, 2026
11 Mar  |  Insight Report

U.S. Mobile Water Treatment: Market Trends, Business Models, and Competitive Landscape, 2026  ->

Mobile water treatment is evolving from a tactical stopgap to a strategic operating model. Previously deployed mainly for emergencies and short-term capacity gaps, mobile water is now becoming an integral part of core water management strategies across industrial and municipal sectors.
Corporate Subscription
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Waterunie Strategically Aligns Flanders Water Sector 

Although Waterunie will officially begin operations in 2026, collaboration between Farys and De Watergroep dates to mid‑2021, when the two companies started coordinating bulk water...
5 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Europe Municipal Water Market

Corporate Water Innovation Spotlight: Veralto Commits to Emerald Technology Fund 

Veralto’s €20 million investment in Emerald’s second water fund reflects a capital-light strategy to broaden its innovation pipeline without establishing an internal venture arm. This...
6 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

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

Big Tech Water Strategy: Watersheds & Ag-Tech 

Big Tech companies are increasingly compelled to prioritize water stewardship. However, a major roadblock is the paucity of “shovel-ready” water infrastructure projects in which to...
13 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market

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 NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market

Western Midstream Bets on Water with US$2 Billion Aris Acquisition 

The combination of Western Midstream Partners and Aris Water Solutions establishes one of the largest independent produced water platforms in the Permian Basin, positioning Western...
19 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market

Aqualia Leverages Czech Muni Footprint for Industrial Growth 

Most of Aqualia’s revenue in the Czech Republic, approximately €160 million, derives from its ownership of the regional private concessionaire SmVaK, which operates 82 wastewater...
20 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market

U.S. & Canada Municipal Utility Capital Improvement Plans, 2025–2034 

Bluefield’s team of water experts has collected, cleaned, and analyzed published CIP data from more than 770 utilities across the U.S. and Canada. This CIP...
26 Aug. 2025
Data Insight + Dataslides on data Data access available to Data Navigator seat holders and report buyers.

Cooling Water Thresholds Choke Europe Nuclear Operators, Call for Upgrades 

Rising cooling water temperatures are becoming an Achilles’ heel for nuclear assets, particularly at a time when market conditions underscore the economic value of a...
27 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market

Ecolab Goes Ultrapure; Ovivo Concentrates on Water Quality 

Ecolab’s acquisition of Ovivo’s electronics business further strengthens its strategic push into high-growth, high-tech sectors, particularly the semiconductor segment. Ecolab reported US$800 million in expected...
28 Aug. 2025
Research NoteBrief research summaries of market development or company strategies.
CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY CORPORATE SUBSCRIPTION ONLY Industrial Water Market