Companies across the water industry are feeling the effects of supply chain constraints, which are creating headwinds even as demand soars from 2020 levels. Key inputs such as plastic resin, iron and steel, copper, and semiconductors have seen double-digit price increases, impacting firms as diverse as pipe OEMs, treatment chemical suppliers, and metering firms. Bluefield’s Nathan Goldstein shares some of his perspectives on his recent analysis of global supply chains.
Reese also shares his thoughts on recent news and highlights why these headlines matter and what they could mean for the water sector.
2021 was a positive year for the water market, overall, with record levels of deals, but the digital water market saw mixed results in...
In this milestone, 50th episode, the Bluefield team looks farther ahead to talk about global disruption, potential winners & losers, and critical trends shaping...
Reese Tisdale and Bluefield Analyst Cullen Mitchell discuss the impacts of a changing energy landscape and its impact on water management. Over the last...