Playing Devil’s Advocate – What’s the Outlook for Municipal Water Infrastructure Investment?

October 26, 2020 00:30:03
Playing Devil’s Advocate – What’s the Outlook for Municipal Water Infrastructure Investment?
The Future of Water
Playing Devil’s Advocate – What’s the Outlook for Municipal Water Infrastructure Investment?

Oct 26 2020 | 00:30:03

/

Hosted By

Reese Tisdale

Show Notes

Bluefield’s team of water experts discusses infrastructure investment and whether the market is heading up, down, or sideways. Some water industry pundits have said the pandemic is much ado about nothing. However, the Bluefield team doesn’t share this level of optimism, in fact, the team’s optimism at the start of the pandemic has eroded over the last six months because of extended state quarantines, remaining high unemployment, and mercurial, if not incoherent, U.S. federal guidance.

Last month, the Bluefield team presented its updated water sector forecasts in light of COVID-19, global economic uncertainty, industrial demand, and macroeconomic changes. As a number of Bluefield clients have questioned our assumptions about the historical, recessionary data and dynamic macroeconomic inputs that we use in our research, this discussion sheds light on conversations we are having at Bluefield Research.

Reese Tisdale, Erin Bonney Casey, and Mariel Marchand come clean about why they think the market is poised for a reckoning, despite select signals for optimism.

Other Episodes

Episode 0

September 13, 2022 00:27:20
Episode Cover

We've Been Talkin' 'bout Jackson

Bluefield's water experts breakdown the how and what's behind the ongoing water and wastewater crisis in the capital city of Jackson, MS. From drinking...

Listen

Episode 0

June 30, 2020 00:23:37
Episode Cover

Money, Money, Money: Revenue Declines and Water Investment

In this episode, it's all about money, that is, how exposed are utilities, their budgets, and spending in a recession? Erin Bonney Casey, Research...

Listen

Episode 0

February 13, 2024 00:31:34
Episode Cover

What's the State of Private Participation in Water?

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...

Listen