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Declining Construction Spend Raises Questions for Water Sector
In September 2017, the U.S. Census’ monthly construction report further highlighted a downward trajectory in water supply and sewage and waste disposal spend. This negative trend, which has been ongoing since 2008 for water supply, has begun to undermine the confidence of companies across the municipal water sector’s value chain.
The bigger questions addressed in this Research Note include: Is it real? What is the reporting methodology? What factors are influencing this trend? How does it stack up against Bluefield’s projections?
In the wake of tightening municipal budgets, environmental violations, and aging infrastructure, the municipal water and wastewater sectors are undergoing a change that has longer-term impacts on supply chain strategies, private participation in water, and overall investment.
Bluefield water experts put the data in context and lay out a perspective of the construction spend in the water and wastewater markets going forward.
Coal Ash Ponds: Regulatory and Market Trends for Water Solutions Providers
Market forces are rapidly undermining the U.S. electric power sector’s reliance on coal and increasing pressure on utilities to take action. The EPA recently finalized the Coal Combustion Residuals (CCR) rule that establishes requirements for the disposal of coal ash in landfills and surface impoundments.
These new regulatory measures, even if ultimately repealed by the current administration, add to broader and more impactful economic market forces that are compelling utilities to close and remediate coal ash ponds. There are approximately 1,227 coal ash ponds located at 321 storage facilities. More than 95% of coal ash storage capacity is located in 20 U.S. states.
Remediation and closure of coal ash ponds will require investment in dewatering systems and treatment systems for contaminated water.
In this Data Insight, Bluefield water experts frame the market by geography, scale, and regulatory outlook for closures & remediation and analyze the impact on water solutions providers.
Global Water M&A: Transactions and Trends in Technology, Equipment, & Services, Q4 2017
Forecasted demand for infrastructure rehabilitation projects, and demand for water and wastewater services in developed and developing markets have made it a seller’s market. Competition is heavy among established players, outsiders looking in, and private equity firms looking to capitalize.
In 2017, the technology, equipment & services segment has so far yielded US$26.9 billion in transaction values, up from US$25.7 billion for all of 2016. North America has accounted for 48% of those transactions.
In this Data Insight, Bluefield water experts analyze:
- Global M&A Trends across the Water Industry
- M&A in the Technology, Equipment & Services Segment
- Top Completed and Pending Deals in 2017
As part of our ongoing analysis of the global water industry, Bluefield Research tracks mergers & acquisitions, globally, to evaluate emerging trends and industry signposts shaping company strategies.
For more in-depth analysis, see our recent report: Water Mergers and Acquisitions: Key Trends in a Changing Global Landscape
Private Players Position to Capitalize on $728 Billion Municipal Water Sector Opportunity
Boston, Massachusetts: In the wake of tightening municipal budgets, environmental violations, and aging infrastructure, private players are poised to capitalize on struggling water and wastewater uti...U.S. Municipal Water & Wastewater: Defining the Addressable Market for Private Investment
Established investor-owned utility companies – and a host of potential outside financial investors are refining their strategies to expand or develop their positions in U.S water$22 Billion for Water Reuse: Where are the Opportunities for Municipalities and Business?
Slides first presented on webinar hosted by the WaterReuse Association. Bluefield analyzes the market drivers for water reuse across the U.S., highlighting growing opportunities for water recycling investment.
Geographical hotspots, such as California, Texas, and Florida, as well as industrial verticals including power, data centers, and food and beverage, are expected to be the epicenters for demand for growth in water reuse systems.
More analysis is available in our Focus Report: U.S. Municipal Water Reuse: Opportunities, Outlook and Competitive Landscape, 2017-2027
