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.
6 Aug | Insight Report + Data
Corporate Subscription
U.S. & Canada Municipal Drinking Water and Wastewater Pipe Forecasts, 2026–2035 ->
The U.S. & Canada pipe market, valued at US$99.3 billion from 2026–2035, continues to shift from growth to renewal. Overall capital expenditures grow at a modest 2.0% compound annual growth rate, from US$9.07 billion in 2026 to US$10.88 billion in 2035.Corporate Subscription
30 Jul | Data Insight + Data
Corporate Subscription
The U.S. Federal Funding Cliff: Sizing the Decline and Mapping the Exposures for States and Utilities ->
Federal funding has historically represented a small share of total water infrastructure investment, with state and local governments covering 96% of spending in 2023 versus 4% from the federal government.Corporate Subscription
26 Jun | Insight Report
Corporate Subscription
U.S. Water Utility Strategies for the Data Center Buildout: Opportunities, Trends, and Outlook ->
Data centers have made municipal utilities a critical component in the artificial intelligence infrastructure buildout, with 98.6% of leading operators sourcing water from public systems. This relationship gives well-positioned utilities real negotiating leverage on cost-share agreements, rate structures, and infrastructure investment.Corporate Subscription
25 Jun | Insight Report + Data
Corporate Subscription
Europe Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2026–2036 ->
Europe's data center water management market is forecasted to reach €6.82 billion by 2036, growing at a 9.91% compound annual growth rate. This growth is largely a capital deployment story, with 62% of total spend tied to capital expenditures.Corporate Subscription
20 Jul | Insight Report
Corporate Subscription
State Profile: Arizona Water Market ->
In contrast to the national landscape, where investment typically follows infrastructure replacement and treatment upgrades, Arizona's market is heavily shaped by governance and policy.Corporate Subscription
1 Jul | Insight Report
Corporate Subscription
State Profile: Florida Water Market ->
Unlike most U.S. states where infrastructure investment is primarily driven by aging assets or compliance, Florida's capital program is largely shaped by a groundwater crisis.Corporate Subscription
Need Help?
Looking for something specific or a corporate subscription? Get in touch
Consolidation Reshapes Water’s Flow Control Stack: ABB Buys Rotork for US$5.5 Billion
Aging infrastructure and new regulatory requirements are prompting a shift in actuator selection from being primarily focused on capital costs to emphasizing compliance, operational performance,...
10 Aug. 2026
Research Note
Brief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Water Utility Cybersecurity: Execution, Not Scale, Is the Real Gap
Almost every incident to date, small and large, has been traced to a similar root cause, an internet-facing programmable logic controller or default password. Closing...
10 Aug. 2026
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.U.S. & Canada Municipal Drinking Water and Wastewater Pipe Forecasts, 2026–2035
The U.S. & Canada pipe market, valued at US$99.3 billion from 2026–2035, continues to shift from growth to renewal. Overall capital expenditures grow at a...
6 Aug. 2026
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.The U.S. Federal Funding Cliff: Sizing the Decline and Mapping the Exposures for States and Utilities
Federal funding has historically represented a small share of total water infrastructure investment, with state and local governments covering 96% of spending in 2023 versus...
30 Jul. 2026
Data Insight + Dataslides on data Data access available to Data Navigator seat holders and report buyers.
slides on data Data access available to Data Navigator seat holders and report buyers.California Rewrites Rules for Water Utility M&A
The California Public Utilities Commission's rulemaking creates new regulatory barriers for investor-owned utilities purchasing water system assets, restricting the use of cost recovery mechanisms. This...
28 Jul. 2026
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Ferguson Expands Industrial Reach, Highlighting Distributors’ Strategic Shifts
Ferguson's existing Industrial customer group generated just 7% of U.S. net sales in fiscal 2025, smaller than Waterworks (23%) or Commercial/Mechanical (14%). The FloWorks acquisition...
27 Jul. 2026
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.U.S. & Canada Water Policy Review: Key Developments and Market Outlook, H2 2026
Budget and appropriations proposals for FY2027 point to the steepest cuts to State Revolving Fund programs in recent memory, compounded by the simultaneous expiration of...
22 Jul. 2026
Quarterly ReviewAnalysis and insights of previous quarter water market activity, trends, and events.
Analysis and insights of previous quarter water market activity, trends, and events.GWF Gains U.K. Market Access, Pressure Control Capabilities Through i2O Acquisition
Evolving beyond its roots as a meter manufacturer, Gas- und Wassermesserfabrik has layered increasingly software-driven modules onto its INFINIO data platform that address billing, demand...
21 Jul. 2026
Research NoteBrief research summaries of market development or company strategies.
Brief research summaries of market development or company strategies.Europe Municipal Water: Key Trends, Policy Activity, and Market Outlook, Q2 2026
The quarter saw an unprecedented concentration of regulatory activity. On 11 May 2026, the revised Water Pollution Directive (2026/805) entered into force, expanding monitoring obligations...
21 Jul. 2026
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.U.S. Industrial Water Facilities Data: Demand Signals & Market Indicators
Facility counts have grown at a 3% CAGR since 2015, increasing from 254,391 to 341,529. However, this growth is uneven across industrial sectors. Data processing...
20 Jul. 2026
Data Insight + Dataslides on data Data access available to Data Navigator seat holders and report buyers.
slides on data Data access available to Data Navigator seat holders and report buyers.