Bluefield Senior Analyst Antonio del Olmo joins host Reese Tisdale to share insights from Bluefield’s recent research across European countries, including Italy, the Netherlands, France, and Spain. This episode explores the evolving landscape of Europe’s water sector—from climate shocks to regulatory shakeups—and what it all means for utilities, investors, and technology vendors. The conversation highlights… Continue reading How is Europe’s Water Sector Responding to Climate and Regulatory Pressure?
Podcast: The Future of Water
Quenching High Tech’s Thirst: The Rising Water Demands of Data Centers and Semiconductors
In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy… Continue reading Quenching High Tech’s Thirst: The Rising Water Demands of Data Centers and Semiconductors
Water Metering’s Digital Shift: Platforms, Analytics, and AI Integration
In this episode of The Future of Water, host Reese Tisdale is joined by Bluefield Analyst Christine Ow to explore one of the fastest-evolving segments in the water sector: metering. Christine shares insights from Bluefield’s new report, Global Water Metering Outlook: Evolving Technology Trends, Business Models, Competitive Landscape, and Leading Companies, which offers a detailed… Continue reading Water Metering’s Digital Shift: Platforms, Analytics, and AI Integration
Big Spend, Bigger Stakes: The Next 10 Years in U.S. Water & Wastewater Treatment Infrastructure
In this episode of The Future of Water, Reese Tisdale is joined by Bluefield Senior Analyst Charlie Suse to break down U.S. municipal water and wastewater treatment CAPEX forecasts through 2035. Bluefield’s latest market model projects US$515 billion in treatment infrastructure capital expenditures, with spend expected to grow from US$37 billion in 2025 to over… Continue reading Big Spend, Bigger Stakes: The Next 10 Years in U.S. Water & Wastewater Treatment Infrastructure
Water in Transition: Signals From the Top 50 Companies
Bluefield’s latest snapshot of the top 50 publicly traded water companies shows a sector still growing—but with turbulence under the surface. In this episode, host Reese Tisdale digs into Bluefield’s Q1 2025 snapshot of the top companies in water, highlighting how they are navigating tariffs, tightening supply chains, and shifting strategies. While topline revenue growth… Continue reading Water in Transition: Signals From the Top 50 Companies
Clarifying the Chaos in Washington: Answering Top Questions on U.S. Water Policy
Policy in Washington is in flux—and our clients had questions. Lots of them. Following Bluefield’s recent client webcast, Uncertain Times: The State of Water Policy in Washington, podcast host Reese Tisdale and Senior Research Director Greg Goodwin reconvene to answer the questions they didn’t have time to address live. In this episode, they unpack critical… Continue reading Clarifying the Chaos in Washington: Answering Top Questions on U.S. Water Policy
What’s Fueling Spain’s Data Center Growth—and Will It Last?
In this episode, host Reese Tisdale is joined by Bluefield colleagues Keith Hays and Chloé Meyer to unpack the rapid expansion of data centers in Spain and the growing challenges related to water and energy management. Key topics covered: If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and… Continue reading What’s Fueling Spain’s Data Center Growth—and Will It Last?
Herc, Sunbelt, and United: How Recent M&A Is Reshaping the Water Equipment Rental Market
In Episode 114 of The Future of Water podcast, host Reese Tisdale is joined by Bluefield Research Senior Analyst Ethan Edwards for a deep dive into the water landscape, focusing on the evolving role of the equipment rental sector. The conversation centers on the competitive dynamics among major rental companies such as Herc, Sunbelt, and… Continue reading Herc, Sunbelt, and United: How Recent M&A Is Reshaping the Water Equipment Rental Market
The Digital Water Playbook: Who’s Investing, What’s Changing, and Why It Matters
Podcast host Reese Tisdale is joined by Bluefield’s Analyst Christine Ow to discuss the latest developments in digital water. From Badger Meter’s expansion into wastewater to Ferguson’s growing presence in smart buildings, Bluefield’s water experts examine recent acquisitions, investment trends, and the competitive landscape in the U.S. and Europe. With the U.S. and Canada digital… Continue reading The Digital Water Playbook: Who’s Investing, What’s Changing, and Why It Matters
Will Spanish Engineering Firms Reshape the Global Water Landscape?
Spanish engineering firms have played a significant role in the global water sector, leading major desalination and water treatment projects across Latin America, the Middle East, and beyond. But recent financial pressures, acquisitions, and shifting competition are reshaping the landscape. In this episode, host Reese Tisdale speaks with Bluefield Senior Analyst Antonio del Olmo about… Continue reading Will Spanish Engineering Firms Reshape the Global Water Landscape?
