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 by Bluefield VP & Managing Director Keith Hays to tackle the trends and challenges defining water investment right now. 1. Data centers are… Continue reading Year-End Water Check: AI’s Thirst, Aging Infrastructure, and 2026 Contrarian Bets
Podcast: The Future of Water
What Does a Decade of Fair Market Deals Tell Us About Water’s Future?
Fair Market Value (FMV) has become a critical—yet often misunderstood—tool for addressing fragmentation across the U.S. water sector. Designed to give municipalities a clearer path and a cleaner valuation when selling assets, FMV is now shaping deal flow, policy debates, and competitive strategies nationwide. In this episode of The Future of Water, podcast host Reese… Continue reading What Does a Decade of Fair Market Deals Tell Us About Water’s Future?
From Landfill Capacity to PFAS: The Pressures Reshaping Biosolids Management
Biosolids are an unavoidable byproduct of wastewater treatment, and U.S. utilities are facing increasing challenges managing them amid tightening landfill capacity, rising hauling costs, and growing concerns about contaminants like PFAS. With 6.3 million dry metric tons produced every year, biosolids are becoming one of the fastest-growing operating expenses for wastewater utilities. In this episode… Continue reading From Landfill Capacity to PFAS: The Pressures Reshaping Biosolids Management
Is Water Reuse Going Mainstream?
In this episode, host Reese Tisdale is joined by Bluefield analyst Megan Bondar to unpack the pressures and opportunities shaping water reuse—a cornerstone of resilient water supply planning that’s gaining momentum across the U.S. Bluefield’s latest analysis projects US$47.1 billion in CAPEX for municipal reuse infrastructure through 2035, highlighting a shift in how utilities and… Continue reading Is Water Reuse Going Mainstream?
What’s at Stake When Cyber Threats Target Water Infrastructure?
Water systems—once considered too small or obscure to be hacked—are now squarely in the crosshairs of cyber actors. In recent months, Bluefield Research has tracked a surge of cyber activity targeting water and wastewater utilities around the world, from the U.S. Cybersecurity and Infrastructure Security Agency’s (CISA) release of 32 new control system advisories to… Continue reading What’s at Stake When Cyber Threats Target Water Infrastructure?
How Did Midstream Water Become a US$26 Billion-a-Year Business?
Today’s episode dives into one of the most critical—yet often overlooked—pieces of the U.S. energy and water puzzle: midstream water in oil and gas. Host Reese Tisdale is joined by Sophie Washington, Senior Analyst at Bluefield Research, who recently authored Bluefield’s new Insight Report: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts,… Continue reading How Did Midstream Water Become a US$26 Billion-a-Year Business?
TAQA’s US$1.2 Billion Move: What Does GS Inima Bring to the Global Water Market?
Abu Dhabi’s TAQA is acquiring Spain-based GS Inima for US$1.2 billion, creating one of the most interesting moves in the global water sector this year. TAQA has long been known as a power and desalination leader in the Gulf, while GS Inima brings decades of experience managing water projects across Europe and Latin America. Together,… Continue reading TAQA’s US$1.2 Billion Move: What Does GS Inima Bring to the Global Water Market?
What Do 2025 Capital Improvement Plans Reveal About Water Utility Spending?
Bluefield Senior Analyst Charlie Suse joins host Reese Tisdale to unpack Bluefield’s latest analysis of municipal utility capital improvement plans (CIPs) across the U.S. and Canada. Covering 777 utilities across all 50 U.S. states and 8 Canadian provinces, the study captures over US$400 billion in planned investment through 2034. With five years of data (2021–2025)… Continue reading What Do 2025 Capital Improvement Plans Reveal About Water Utility Spending?
Why Don’t We Care About Water?
This week, podcast host Reese Tisdale takes the mic solo to ask a question that’s been bothering him: Why does no one care about water? Reese steps away from the usual market forecasts and company strategies to dig into the bigger picture—the hidden value of water, the cracks showing in our systems, and why the… Continue reading Why Don’t We Care About Water?
Industrial Water Showdown: Comparing Opportunities Across Europe and the U.S.
This week, podcast host Reese Tisdale is joined by Boston-based Senior Analyst Amber Walsh and Barcelona-based Analyst Zineb Moumen to compare two of the world’s largest industrial water markets. With the release of Bluefield’s new industrial water forecasts and market trends analysis, they explore how the U.S. & Canada and Europe stack up across market… Continue reading Industrial Water Showdown: Comparing Opportunities Across Europe and the U.S.
