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Podcast

Year-End Water Check: AI’s Thirst, Aging Infrastructure, and 2026 Contrarian Bets 

As 2025 wraps up, we’re closing out the year with five big questions shaping the water sector—and a few bold predictions for what’s ahead. In this episode, host Reese Tisdale is joined b...

Top Companies in Water: Financial Signals and Market Trends, Q4 2025 

During Q3, several high-value deals exceeding US$1 billion were announced, including Ecolab’s acquisition of Ovivo’s electronics business and ADS’s acquisition of National Diversified Sales.

Europe Municipal Water: Key Trends, Policy Activity, and Market Outlook, Q4 2025 

European majors—including Veolia, Aqualia, and Acciona—continued to grow outside their home markets through long-term O&M and concession contracts across Spain, France, and Portugal. This shift reflects operators’ increasing reliance on recurring, inflation-linked service revenues to balance stagnant domestic growth and political uncertainty.

Digital Water: Key Trends, Project Activity, and Market Outlook, Q4 2025 

Despite the tariff announcements and market volatility, digital water companies recorded strong performance in the third quarter. On average, the top 10 publicly traded digital water companies tracked reported a 9.6% year-over-year increase in quarterly revenues.

Veralto Strengthens Water Monitoring Portfolio 

Veralto’s existing water monitoring portfolio includes Hach, which specializes in water and wastewater monitoring, and OTT HydroMet, which focuses on surface-water monitoring. In-Situ’s product line strengths lie in groundwater monitoring.

Industrial Water: Key Trends, Deals, and Policy in Water Management, Q4 2025 

Bluefield Research projects US$155.7 billion in water-related expenditures from U.S. oil & gas extraction through 2030, supported by maturing fracking technologies and federal policies driving domestic production.
Blog

Why Every Water Utility Decision Is Getting More Complicated: Cybersecurity 

The water sector continues to be reminded that cyber risk is a real concern, not just a theoretical one. This year alone, the Cybersecurity and Infrastructure Security Agency (CISA) has issued more th...

Revised Lead Service Line Inventories Reset Market Outlook 

Most states have significantly reduced their projected lead service lines counts, led by Florida and Texas. Only five states reported marginal increases, with Kansas, Mississippi, and Georgia showing the largest upward revisions.

U.S. & Canada Municipal Water: Key Trends, Deals, and Policy in Water Management, Q4 2025 

Bluefield forecasts that capital expenditures for municipal water reuse capacity additions will exceed US$47.1 billion by 2035. While irrigation applications currently account for roughly half of the market, potable reuse projects are projected to account for 37% of all new reuse capacity by 2035.