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Water’s Tipping Point: Five Forces Redefining U.S. Water Management
The U.S. water sector is entering a period of rapid change. Long seen as a slow-moving, predictable and steady component of critical infrastructure, water now faces mounting external pressures—from ...Five Forces Shaping U.S. Water Management
As part of our ongoing, in-depth analysis of the global water sector, our team of water experts has identified five key dynamics that are changing water management in the U.S. Together, they form the contours of a sector that is no longer business as usual.Industrial Water: Key Trends, Deals, and Policy in Water Management, Q3 2025
U.S. manufacturing sales rose by 2.4% year-over-year in Q1 2025, from US$1.85 trillion to US$1.90 trillion. Gains were led by the computer and electronics sector, while the petroleum, metals, and motor vehicle sectors lagged. The rebound reflects selective resilience as firms navigate tariffs and geopolitical uncertainty.Essential and Investor-Owned Water Utilities Look Beyond the Rate Base
Essential Utilities’ commitment to the Greene County data center project, slated to come online in 2029, looks less like a strategic pivot and more like an opportunistic step “behind the fence.” Although the initiative is in line with the company’s dual capabilities in water and gas services, its unregulated revenues have consistently accounted for less than 1% of the company’s total revenues over the past five years.U.S. & Canada Municipal Water: Key Trends, Deals, and Policy in Water Management, Q3 2025
Roughly half of all water-related deals recorded in the U.S. and Canada this year have targeted companies offering treatment and filtration or distribution services. Most of these buyers are well established in the treatment segment, diversified firms, or investor groups seeking to expand their treatment offerings and bolster their market presence.
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