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Globally, water markets and companies are addressing a wide range of challenges, from climate-related impacts (e.g., drought) to supply chain disruptions (e.g., COVID-19, China, Ukraine). As anticipated, nearly all companies mention inflation, supply chain disruptions, and rising component costs in their quarterly filings and presentations. While several of these issues can optimistically be considered one-off events that will subside with time, the underlying threats from climate change will continue to be realized.
In this Quarterly Review:
- Market overview
- Bluefield takeaways
- Global market activity
- Policy and funding landscape
- Policy activity
- Corporate activity, M&A
