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Rockwell Still Resisting Emerson’s Offers for Deal 

On 22 November 2017 Milwaukee-based Rockwell Automation rejected St. Louis- based Emerson Electric’s proposed acquisition for to US$225 per share, or approximately US$29 billion. This latest offer represents the third time in as many months that Emerson has been stymied by its smaller rival.

The roll-up of Rockwell and more diversified Emerson would shake up the competitive landscape for electrical drives, including those for water and wastewater applications.

In this Research Note, Bluefield’s water experts analyze the implications and likelihood of such a deal going forward and the impact on competing suppliers. More analysis of U.S. Municipal water markets.

Podcast

Bringing Water Balance to Business 

Bonneville Environmental Foundation (BEF) CEO Todd Reeve provides a fascinating look into BEF’s work. Todd discusses BEF’s creation of water restoration certificates, relates his insights into key...

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These new regulatory measures, even if ultimately repealed by the current administration, add to broader and more impactful economic market forces that are compelling utilities to close and remediate coal ash ponds.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.

News

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