U.S. Energy Transition Is a Water Transition: Five Emerging Opportunities Influenced by an Evolving Power Sector

29 Jan 2025
In-Depth Analysis
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The U.S. energy transition is driving a transformative shift in power generation, moving from coal to natural gas and, more recently, accelerating the adoption of renewables like wind and solar. Emerging technologies such as hydrogen, battery storage, and a resurgence in nuclear power are expanding the portfolio of energy generation options.

The energy transition is, in essence, also a water transition, as the U.S. power sector remains one of the nation’s largest water consumers. Driven by regulatory mandates, technological advances, and federal incentives like the Inflation Reduction Act, this shift is reshaping electricity generation and the sector’s significant water footprint.

Bluefield Research’s team of water experts has developed this Insight Report to illuminate the key factors influencing the U.S. power sector and uncover emerging growth opportunities within the water sector.

Table of Contents

Section 1: Electric Power’s Changing Supply & Demand Profile

  • The Power Sector’s Thirst for Water
  • The Energy Transition Is Reshaping the U.S. Electricity Fuel Mix
  • Highlighting Water Dependency of Thermal-Powered States
  • Electric Power Demand Poised for Uptick
  • Power Demand Transitions to Next Phase
  • High-Growth Industries Drive Demand for Water Management Solutions

Section 2: Electric Power’s Water Footprint

  • Water Plants Shift Toward Water-Efficient Cooling
  • Water Requirements by Fuel Type
  • Water Plants Shift Toward Water-Efficient Cooling
  • Generation Fuels Geographic Water Demand and Risks

Section 3: Market Disruptors Driving Water Management Opportunities

  • 3.1 Big Tech’s Thirst for Water is on the Rise
  • 3.2 Cleaning Up Coal’s Legacy
  • 3.3 Hydrogen Hits the Renewable Horizon
  • 3.4 Midstream Water for Natural Gas
  • 3.5 Battery Supply Chain Sparks Surge in Water Demand

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