Bluefield Research

9 days until WEFTEC 2024! The Bluefield Research team (Reese Tisdale, John Berryman, Greg Goodwin and Justin Hazard) will be in New Orleans from October 7–9. Our experts would love to connect with water industry peers, share insights, and discuss where the water industry is headed. Whether you want to talk challenges, opportunities, policies, or strategies – let's catch up! ?? Book a meeting with us here: https://hubs.ly/Q02Rd4MS0 Looking forward to seeing you there. #WEFTEC24 #WaterIndustry #Networking #BluefieldResearch #MeetUsAtWEFTEC

?? California has been making headlines for the states' pro-active water policies. This month, California's Office of Administrative Law announced plans to implement direct potable reuse, a critical step toward sustainable #watermanagement. (WaterWorld Magazine): https://lnkd.in/eu5VCvyW A critical component of California’s long-term #waterstrategy will need to be an emphasis on water reuse, advanced treatment technologies. Investments in potable and non-potable #waterreuse systems, alongside advanced treatment solutions like #desalination, will play a key role in meeting future water demands, according to Bluefield President Reese Tisdale. The challenge will be in bridging the demand-side (i.e., commercial, industrial, residential) of the equation with the supply-side (i.e., #wastewater treatment plants). Earlier this summer, California’s State Water Board adopted urban water conservation regulations marking a significant shift from voluntary measures to mandatory compliance. This landmark policy requires 405 urban water suppliers—serving 95% of the state’s population—to meet conservation targets starting in 2027. Read Bluefield's latest perspective for insights on California's long-term water strategy: https://hubs.ly/Q02QX45-0.

High-tech industrial water markets are seeing a lot of change—from rising demand for data and the energy transition to a focus on corporate sustainability—amplifying the need for water management spend and solutions. High capital investments and growth in both semiconductor manufacturing and data centers highlight opportunities for water management. Bluefield's #waterexperts (Amber Walsh, Ethan Edwards, and Justin Hazard) recently presented a webcast to clients, focusing on water for high tech industries, looking at semiconductor manufacturing and data centers in the U.S. and Canada. Bluefield clients can access the webcast slides and recording here: https://hubs.ly/Q02Q6gzn0 We want to hear from you! Which factor will have the most influence on water provider opportunities for Data Centers and Semiconductors? Vote in our poll and share your thoughts in the comments! #Webcast #IndustrialWater #HighTech #WaterIndustry #DataCenters #AI #Semiconductors #WaterStress #IndustryInsights

U.S. & Canada Digital Water Market to Surge 107% by 2033 as Utilities Accelerate Their Own Transformations “The adoption of digital solutions is not just inevitable—it is critical for utilities to ensure the resilience and sustainability of water systems,” says Christine Ow, Digital Water Analyst at Bluefield Research. “Companies are transforming their digital water offerings to provide increasingly accessible solutions for utilities, even to resource-strapped small and mid-sized water utilities in the U.S. and Canada.” With cumulative #digitalwater spend expected to total US$169.5 billion from 2024 to 2033, this expansion—driven by an 8.4% CAGR—highlights the growing reliance on digital technologies (e.g., smart meters, network monitors, and data management) to manage utility assets more efficiently. Where is this growth coming from? ??One of the most urgent challenges facing the #watersector is the rapidly retiring workforce. The emergence of #artificialintelligence and #machinelearning will not only be crucial in bridging the widening #workforcegap, these technologies will also reshape utility operations through optimized #dataanalytics, predictive maintenance, and streamlined operations. ??Tightening regulations on #waterquality, #leakagemanagement, and #watersupplies are further pushing #waterutilities toward #digitalsolutions. Real-time data collection and management technologies are becoming essential to ensure compliance, boost operational efficiency, and improve resource management. ??Cloud-based platform solutions will experience rapid double-digit growth in the #watersector, driven by the push for more flexible, scalable, and data-centric approaches to #watermanagement. ?? Read the full #PressRelease: https://hubs.ly/Q02Q2vlq0 ?? More about Bluefield's new report + data - U.S. & Canada Digital Water Market Outlook: Key Drivers, Competitive Shifts, and Forecasts, 2024–2033: https://hubs.ly/Q02Q2tqv0

While water was only mentioned once during last night's U.S. presidential debate, the election will undoubtedly play a pivotal role in shaping the #futureofwater. In a new complimentary White Paper, Bluefield's team of water experts are offering our perspectives on how the outcome of the presidential election will impact water-related policies and regulations. From the Build America, Buy America (#BABA) legislation to the Chevron Doctrine to the U.S. #CHIPS and Inflation Reduction Acts (#IRA), we have identified 19 policies that will have far-reaching impacts on #waterinfrastructure, #technology, and #sustainability in the #watersector. Download the #WhitePaper from Bluefield's website: https://hubs.ly/Q02Pwc160 #PresidentialDebate #Election2024

#ArtificialIntelligence (AI) isn't going to replace jobs, but it's going to change utility roles. This week, Bluefield Digital Water Analyst Christine Ow joined Arcadis colleagues James P. Cooper, PE ?? and Melissa Darr, PE at the Water Infrastructure Conference (#WIC24) in Phoenix to discuss AI's growing impact on the #waterindustry. As more #waterutilities hire Data Scientists to develop #machinelearning algorithms and models for #leakdetection and prediction, traditional utility roles like engineers and project managers will inevitably evolve. Utility personnel are grappling with key questions: - What data infrastructure is needed to support AI implementation? - Does the implementation of AI support our objectives? - How will this shape my role? Bluefield is pleased to have collaborated with Arcadis on an AI for Water blog series. Read the first article in the series here: https://hubs.ly/Q02PpHmz0 For market projections on AI and #digitalwater growth in the U.S. and Canada, see Bluefield's new forecast report: https://hubs.ly/Q02PpHtV0 American Water Works Association

AI for Water: A game-changer or a pipe dream? Paired with human intelligence, #AI has the power to tackle many of the water sector’s most pressing challenges including urbanization, #climatechange, and #workforceshortages. According to Bluefield Research, AI is poised to see rapid growth through 2030 in the #watersector, making it crucial for organizations to question what it takes to implement AI in their operations. AI will bring changes to specific utility roles including Data Scientists, Software and Utility Engineers, #IoT Specialists, #Cybersecurity Experts, Project Managers, Regulatory Compliance, #GIS Specialists, UX Designers and Field Technicians Bluefield was pleased to collaborate with Arcadis on an AI for Water blog series. Read the first article in the series here: https://hubs.ly/Q02P0mc60

Private equity (PE) firms are leveraging M&A to tap into the U.S. #watertreatment chemicals market. In August, PE firm TJC acquired USALCO from H.I.G. Capital for an estimated US$2 billion. Baltimore, Maryland-based USALCO manufactures aluminum-based chemicals used in #industrial and #municipalwater and #wastewater treatment segments. Under H.I.G., USALCO transformed itself from a regionally focused operational base of 9 facilities to 33 facilities across North America. USALCO now has the fourth largest footprint in the U.S. coagulant space. "We are seeing #privateequity backed chemical companies consolidating the water treatment space at a much faster rate than their publicly traded peers." -- Bluefield Senior Analyst Ethan Edwards New Research Note available to Bluefield's Water M&A Clients: https://hubs.ly/Q02NtL7S0 More analysis of the Water for Chemicals market: https://hubs.ly/Q02NtFQZ0

?? New #FutureofWater episode has just dropped (#101) - Uncharted Waters: Are U.K. Utilities Ready for the AMP8 Investment Cycle? ?? The U.K.'s #watersector stands at a pivotal moment as utilities gear up for the #AMP8 investment cycle, with a proposed ￡104.6 billion investment. In this episode, Bluefield President and Podcast Host Reese Tisdale discusses the transformative potential of AMP8 with Bluefield Senior Research Director Chloé Meyer. ??? Key Discussion Points: // Current State: A look into the U.K. water sector's global significance. // Regulatory Influence: The role of Ofwat in shaping the water industry's future. // Financial and Environmental Strategies: Tackling aging infrastructure, enhancing environmental protections, and ensuring a sustainable water supply. ------------------------------------------------------------------------------ Listen now to understand the challenges and opportunities facing #waterutilities that will define the next five years for the U.K.’s #waterindustry: https://hubs.ly/Q02Nc3jy0 For more insights, see Bluefield’s new report on the UK water market: https://hubs.ly/Q02NbXZP0

#ClimateWeekNYC will kick off in just over a month. Bluefield Research is looking forward to presenting at the 2024 Rethinking Water Conference. We look forward to engaging with executives on timely topics such as water resilience, #waterandfood security, #waterreuse, and more. If you'll be in New York during Climate Week or at Rethinking Water 2024, book a meeting with us: https://hubs.ly/Q02N5f9C0 #RethinkingWater2024 #RethinkingWater #WaterReuse #Sustainability #WaterManagement ------------------------------------------------------------------------------- Sciens Water, Columbia Climate School, Xylem, Raymond James, Badger Meter, Central States Water Resources, CROM, Mississippi River Cities & Towns Initiative, Integrated Water Services, National Association of Water Companies, Partnership for New York City, Botanical Water Technologies, H2O Innovation