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Digital Water: Key Trends, Project Activity, and Market Outlook, Q3 2024 

The top 10 publicly traded digital water companies tracked by Bluefield saw strong revenue performance in Q2 2024, with an average growth of 7.1%. Smart metering companies performed notably well this quarter, with Xylem, Itron, and Badger Meter recording double-digit growth. Danish metering company Kamstrup continues to make headway in North America through key partnerships.

Europe Municipal Water: Key Trends, Policy Activity, and Market Outlook, Q3 2024 

Increasing regulatory pressure across Europe, including Ofwat’s stringent targets for AMP8 (2025–2030) and the European Commission’s action against France, Belgium, and Greece for water management failures, are driving significant infrastructure investment in the region.

Spain Deals Out Second PERTE Urban Water Cycle 

On 16 August 2024, Spain’s Ministry for Ecologic Transition announced provision approval of 50 projects worth €380 million for the second round of funding awarded under the Recovery and Economic Transformation Strategy Plan (PERTE) to digitalize the urban water cycle. These funds catalyze investment in Spain’s water sector, with municipalities working together to make important system improvements.

Industrial Water: Key Trends, Deals, and Policy in Water Management, Q3 2024 

Texas Instruments and GlobalWafers were awarded significant U.S. CHIPS Act grants this quarter, driving greenfield fab development and creating opportunities for water solution providers. Also, this quarter new facility announcements are spanning multiple high-growth industries.

Indicor Wades Further into Digital Water with Ovarro Acquisition 

On 5 September 2024, private equity firm FFL Partners announced the sale of its stake in U.K.-based digital water solutions provider Ovarro Group Limited to Indicor LLC, an industrial technologies-focused service provider. Indicor cited that its positions in industrial systems and analytics will be complemented by Ovarro’s greater reach into the water and environmental space.

Antonio del Olmo 

Antonio del Olmo is a water professional with over 10 years of experience in management, business development, and financial analysis of water and wastewater utilities and water-related projects. Ant...

Show Me the Money: Where Are Utilities Investing in Water? 

In this episode, Reese Tisdale is joined by Bluefield’s Senior Research Director Eric Bindler to break down the essential role of Capital Improvement Plans (CIPs) in guiding water utility infras...

Water Mergers & Acquisitions: Trends and Deal Flow, Q3 2024 

The first half of 2024 ended with a reported 195 transactions tracked by Bluefield, largely supported by tailwinds such as waning inflation, increased investments in the infrastructure end market, and positive indications of near-term interest rate cuts. Though the tally is significantly higher than the 176 deals recorded in the first half of 2023, utility M&A activity remains remarkably low, with only 47 deals booked in the first half of 2024. 

A Big Investment to Make Water Simple with Josh Cantone and Patrick Keaney 

Josh Cantone, Managing Director of Suez Digital Solutions North America/CEO of Optimatics and Patrick Keaney, CEO of Subeca, provide a fascinating look at the Series A investment into Subeca, a tech c...

U.S. & Canada Municipal Utility Capital Improvement Plans: Water, Wastewater, & Stormwater Budget Outlook, 2024–2032 

Bluefield’s team of water experts has collected, cleaned, and analyzed published CIP data from more than 780 utilities across the U.S. and Canada. This CIP analysis translates utility capital needs into market opportunities for technology and equipment vendors as well as engineering and construction firms.