The Future of Water
Reese Tisdale
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Top 10 The Future of Water Episodes
Goodpods has curated a list of the 10 best The Future of Water episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Future of Water for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Future of Water episode by adding your comments to the episode page.
Water in Transition: Signals From the Top 50 Companies
The Future of Water
04/22/25 • 26 min
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 remains strong, rising input costs and policy uncertainty are forcing companies to sharpen their focus—pruning non-core assets, streamlining operations, and zeroing in on their strongest water plays.
Meanwhile, regulated water utilities, with their steady cash flows and inelastic demand, are starting to look a lot more attractive. In a landscape shaped by tariffs, inflation, and bond market pressure, this might just be the moment where “boring is beautiful.”
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
From Pharma to Energy, What's Driving Growth in Water-Intensive Industries?
The Future of Water
12/10/24 • 41 min
In this episode, Bluefield's water experts take a closer look at industrial water markets, exploring the trends and dynamics influencing water and wastewater management across key sectors.
Reese Tisdale is joined by Amber Walsh, Senior Analyst at Bluefield Research, to unpack findings from Bluefield's recently released U.S. & Canada Industrial Water Market Forecasts report. Together, they discuss:
- Market Drivers: How federal policies like the CHIPS Act and Inflation Reduction Act are spurring investments in water-intensive industries like semiconductors, renewable energy, and AI-driven data centers.
- Market Size & Growth: Industrial water management expenditures in the U.S. and Canada are forecasted to reach US$388.5 billion from 2024 to 2030, with oil and gas leading the way, representing nearly half of the spend.
- Energy Transition Impacts: The shift from fossil fuels to renewables is reshaping water use. However, potential policy rollbacks could alter the pace of the transition, impacting water demand in these industries.
- Semiconductors & Critical Infrastructure: The water-intensive needs of semiconductor fabs and battery manufacturing plants are driving investments in ultrapure water systems and wastewater treatment, creating significant opportunities for solution providers.
- Emerging Trends in Industry Verticals: From food and beverage to pharmaceuticals, new opportunities are emerging for water solution providers across a highly fragmented landscape.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
Will Spanish Engineering Firms Reshape the Global Water Landscape?
The Future of Water
02/11/25 • 37 min
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 the evolving strategies of firms such as GS Inima, Acciona, FCC Aqualia, and Ferrovial. Our water experts break down the implications of GS Inima’s pending sale, how Spanish firms are navigating market consolidation, and whether they can maintain leadership amid growing competition from French and Chinese players.
Key topics include:
- The GS Inima sale—why it’s happening and what it means for global desalination.
- How Spain’s top water firms, including Acciona, FCC Aqualia, and Tedagua (now under Vinci), are navigating growth and consolidation.
- Spain’s continued leadership in desalination and whether competition from French and Chinese firms is shifting the balance.
- Vinci’s acquisition of Tedagua and the broader implications for consolidation trends in water engineering.
- The future outlook—where Spanish firms are expanding next and what challenges they face.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
Build America, Buy America: What Does It Mean for the Water Sector?
The Future of Water
06/21/22 • 39 min
Bluefield’s Reese Tisdale, Eric Bindler, and Greg Goodwin discuss the Build America, Buy America Act and its implications for the water sector in the U.S. While designed to create an opportunity to increase domestic manufacturing, support the creation of jobs, and strengthen U.S. supply chains, it arrives at a time in which inflation and supply chain bottlenecks are of greater concern. Bluefield’s team seeks to lay out the challenges the bill presents and discusses if it just arrived at the wrong time.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
The "Amazon Effect" on Water
The Future of Water
07/13/21 • 23 min
The broader impact of connectivity, online commerce, and door-to-door delivery cannot be overlooked. Amazon garners the most attention, but it is not alone in shaping this new paradigm that has accelerated over the last year. From food for dinner to toilet paper, it is all being delivered in some form of packaging. Like anything, yes, anything, the impact on water usage is changing in parallel.
Bluefield’s Cullen Mitchell joins host Reese Tisdale to discuss the “Amazon effect” and its indirect impact on water for the pulp & paper sector, plastic manufacturing, and corporate sustainability.
Water news...
Reese also shares his thoughts on recent news and highlights why these headlines matter and what they could mean for the water sector.
- Platinum Equity’s acquisition of Solenis, the global producer of specialty chemicals used in water-intensive industries
- Acquisition of an existing 220-mile pipeline, the Cadiz “Northern Pipeline from El Paso Natural Gas (“EPNG”) by Cadiz, Inc.
- Desalination and iodine concentrations among children in Israel
Related:
Reese Tisdale
President
Bluefield Research
Cullen Mitchell
Analyst
Industrial Water
The Future of Water podcast series is where Bluefield water experts talk about all the ways in which companies, utilities, and people are addressing the challenges and opportunities in water.
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The Emergence of Collaborative Delivery for Water
The Future of Water
03/26/24 • 26 min
Public sector water and wastewater project owners, engineering & design firms, and contractors are facing cost overruns, schedule delays, and contractual disputes that are slowing the execution and delivery of critical infrastructure.
These factors have prompted the development of new policies and project experiences, accelerating collaborative project delivery approaches. The methods include design-build, progressive design-build, construction manager at-risk approaches, and public-private partnerships.
Reese Tisdale is joined by Bluefield Senior Analyst Charlie Suse to discuss his recent analysis of collaborative delivery and its growing impact on water and wastewater infrastructure buildout in the U.S. Charlie outlines three main factors driving interest and policy changes in collaborative delivery:
- Legislative momentum
- Demonstrated activity and a growing portfolio of projects
- Other factors such as utilities’ financial constraints, aging infrastructure, regulatory pressure, and climate change
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
What’s the State of Private Participation in Water?
The Future of Water
02/13/24 • 31 min
Reese Tisdale is joined by Bluefield Senior Analyst Charlie Suse to discuss recent research on Investor-Owned Utilities in water. Reese and Charlie spell out Bluefield’s definition of “Private Water”, followed by a dive into the market outlook, including: Utility M&A trends, what companies are paying for water systems, the influential players in the private water space, and where the market is heading through M&A, geographic shifts, and policy changes.
Reese also provides some key takeaways from Bluefield’s recently published Europe Municipal Water CAPEX Forecast Report.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
Badger Meter, Trimble Change Lanes in Digital Water
The Future of Water
01/16/24 • 42 min
Badger Meter, a leading manufacturer of water metering products, has recently acquired the Telog brand of RTUs (remote telemetry units) and associated monitoring software from Trimble. Podcast host and Bluefield President Reese Tisdale, sits down with Bluefield’s Senior Research Director Eric Bindler, to shed some light on the transaction, what this signals to the water market, and who and which companies should take notice.
Badger Meter has become a poster child for an incumbent water infrastructure/equipment supplier transforming into a leading digital water market player. For Trimble, this move clarifies their position in the market, doubling down on the construction and asset management space in water and related markets.
Reese Tisdale also shares his thoughts on Spanish water company Aqualia’s recent entry into the U.S. water market through its acquisition of Texas-based Municipal District Services.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
Latest Trends in Industrial Water Management
The Future of Water
12/12/23 • 30 min
In this episode, Bluefield water experts discuss key themes in industrial water from this past quarter. Podcast Host Reese Tisdale, sits down with Bluefield Senior Analyst Amber Walsh, to discuss their findings. 3 major takeaways below:
- There has been a recent rise of public private partnerships for water projects and industrial companies partnering with water utilities.
- Opportunities for mobile water treatment are increasing. As businesses seek to insulate themselves from water-related risks, containerized water treatment systems stand to benefit.
- The impact of PFAS on the industry is growing, posing concerns for industrial facilities regarding liability.
If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen.
If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday.
Related Research & Analysis:
California Drought, Blackouts, and the End for Desalination?
The Future of Water
05/24/22 • 29 min
Bluefield's water experts discuss the mixed signals being received from California, in terms of drought, desalination, and the interconnection between water and power. This discussion identifies the challenges and opportunities for water management, using California as a potential bellwether for the U.S., if not the rest of the world.
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FAQ
How many episodes does The Future of Water have?
The Future of Water currently has 127 episodes available.
What topics does The Future of Water cover?
The podcast is about Podcasts, Technology and Business.
What is the most popular episode on The Future of Water?
The episode title 'The Emergence of Collaborative Delivery for Water' is the most popular.
What is the average episode length on The Future of Water?
The average episode length on The Future of Water is 34 minutes.
How often are episodes of The Future of Water released?
Episodes of The Future of Water are typically released every 14 days.
When was the first episode of The Future of Water?
The first episode of The Future of Water was released on Jun 19, 2020.
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