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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.
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