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.
4 Jun | Insight Report + Data
Corporate Subscription
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
4 May | Insight Report + Data
Corporate Subscription
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
6 May | Insight Report + Data
Corporate Subscription
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
29 Apr | Insight Report
Corporate Subscription
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
11 Mar | Insight Report
Corporate Subscription
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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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 Note
Brief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Netmore Deepens Footprint in Europe with Arson Metering
Arson Metering can act as a beachhead for Southern Europe meter operations and deployment logistics, powering Netmore’s Metering-as-a-Service and Network-as-a-Service business lines.
31 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Aurelius Builds Europe Metering Platform
The combined assets of Sensus International and Landis+Gyr in Europe, the Middle East, and Africa create a solid platform for establishing a scalable metering business....
24 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.U.S. Municipal Water Reuse: Market Trends and Forecasts, 2025–2035
Bluefield Research forecasts that capital expenditure for municipal water reuse capacity additions will exceed US$47.1 billion by 2035. This projection underscores the substantial investment required...
22 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.
Deep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.U.K. Lifts Smart Sewer Investments
Anglian Water and Thames Water remain emblematic of diverging digital sewer strategies, but other companies are now joining them in enhancing visibility. Severn Trent and...
21 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company 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.
Deep dive analysis on comprehensive topics to identify market opportunities. Data access available to Data Navigator seat holders and report buyers.Water, Desalination Unlocking Latin American Mining Sector
With 83% of its operating sites located in regions experiencing water scarcity or stress, Anglo American has made water management a key component of its...
14 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Advanced Drainage Systems (ADS) Diversifies, Logs Another US$1 Billion Water Deal
On 22 September 2025, Hilliard, Ohio-based Advanced Drainage Systems announced its acquisition of National Diversified Sales (NDS) from Germany’s NORMA Group SE for approximately US$1.0...
10 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Kemira Dives Deeper into Industrial Water with Water Engineering, Inc. Acquisition
Kemira’s acquisition of Water Engineering, Inc. signals a decisive step into industrial water treatment services, moving the company beyond its traditional consumables-focused model. Until now,...
10 Oct. 2025
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Top Companies in Water: Financial Signals and Market Trends, Q3 2025
Despite overall muted deal flow, the treatment segment has remained resilient, with noteworthy acquisitions by Hawkins and Metawater. Flow control players Xylem and Watts Water...
9 Oct. 2025
Quarterly Review + DataAnalysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.
Analysis and insights of previous quarter water market activity, trends, and events. Data access available to Data Navigator seat holders.