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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.
Introducing The Future of Water, Bluefield's new podcast series, where we talk about all the ways in which companies, utilities, and people are addressing...
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...
For eight months Suez has pushed back against advances from Veolia in public via press releases, poison pills, and the entertainment of other suitors....