HeyJaredThe Future of Water
The Future of Water is Bluefield Research’s bi-monthly podcast examining the strategic, regulatory, and market dynamics shaping the global water sector.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
A US$4.8 Billion Municipal Biosolids Market With Nowhere To Put the Sludge (opens the original)
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In this episode, podcast host Reese Tisdale is joined by Bluefield analyst Pat Byrne to talk through how PFAS is changing the rules, the costs, and the options for what utilities do with their sludge. PFAS has worked its way into biosolids, and utilities are left figuring out what to do about it. With states writing their own PFAS rules and no national standard in sight, the cost of managing biosolids is climbing—and Bluefield sees the market nearly doubling to almost US$5 billion by 2035. Key q
The Firms Behind the Decisions: Engineering and Construction's Expanding Role in Water (opens the original)
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Water accounts for a minority of revenue for nearly every major engineering and construction firm in the sector—somewhere between 15% and 23%—yet investment keeps accelerating. In this episode, Reese Tisdale is joined by Bluefield analyst Caroline Vauclain, who just wrapped up a deep dive into 40 leading firms, examining water sector market share, strategic focus, and M&A activity. The firms profiled aren't just building water infrastructure anymore. They're positioning themselves to control the
Are We Reading the Water Market Right? (opens the original)
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Episode 150 marks a milestone for The Future of Water: Bluefield summer intern Swapnil Gandhi turns the tables and interviews host Reese Tisdale. Instead of Reese asking the questions, he's answering them—covering what Bluefield got right early, the data that reshaped how Bluefield reads the industry, and where the biggest pressures and overlooked opportunities lie in water today. From the long-term case for water reuse to the compounding infrastructure deficit facing U.S. utilities, the convers
Beyond the Dashboard: Digital Water's Operational Turn (opens the original)
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Digital water companies have gone through distinct phases: first selling data, then selling analytics. Now it's selling decisions, and increasingly autonomous control. This shift is showing up across Veralto, Badger Meter, Xylem, Bentley, Schneider Electric, ABB, and Rotork—different products, same direction. They're all moving closer to operations because software only becomes valuable when it changes what happens in the field. In this episode, Reese Tisdale is joined by Bluefield senior analys
Mid-2026 Water Check-In: Deals, Geopolitics, and What's Next (opens the original)
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At the midpoint of 2026, the water sector is sending mixed signals. Deal flow is up sharply, with 161 transactions recorded year-to-date and Q2 activity climbing 42% year-over-year to its strongest pace since 2021. Yet the headlines telling a story of a booming market sit alongside a different conversation happening in boardrooms, where CEOs are navigating Middle East conflict, tariff pressures, energy price volatility, and PFAS-related costs. Podcast host Reese Tisdale and Bluefield VP & Managi
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