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Reese Tisdale and Bluefield Analyst Cullen Mitchell discuss the impacts of a changing energy landscape and its impact on water management. Over the last decade, the advent of shale oil & gas exploration, renewables, and battery power have upended traditional system structures and the opportunities for water services and solutions providers. Now, the emerging interest in electric vehicles, hydrogen-powered fleets, and power generation is a reality. Underlying this change is a set of policies and concerns about climate change. Cullen shares some insights from his recent research and brainstorms with Reese about how the world of water could change going forward.
The global water metering market is at an inflection point, as a host of new digitally enabled technologies and business models transform global water...
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...
Charlie Suse's year-end analysis of investor owned utilities has revealed a stabilization of M&A activity among IOUs, with a notable decrease in 2022 compared...