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Description

This session focused on analysing some of the major current issues transforming the global water market and putting utilities and industrial end users under pressure, including emerging contaminants, the energy transition, and more. The webinar explored how trends in spending, regulation, and technology are responding to these pressures, and the key market opportunities which are opening up as a result. 

Topics included:

• Key regional and country-level updates from the latest revision of our utility forecast, reflecting the latest market developments. 
• The impact of regulation of per- and poly-fluoroalkyl substances (PFAS) in the United States, where federal maximum contaminant limits could trigger over $10 billion of drinking water treatment upgrades to 2030, with federal funding supporting projects. 
• Concerns about water quality as a market driver in Europe, with the EU cracking down on pollution from wastewater discharges through regulation, while water companies in the United Kingdom are expected to spend heavily in AMP8 to reduce sewage spills and nutrient pollution. 
• Market opportunities in green hydrogen, which is seeing rapidly growing estimated water demand and a growing pipeline of projects across the world, with water treatment players becoming involved at an earlier stage as projects increase in size. 
• Analysis of data on water-related technology investment and patent applications, revealing the latest technology trends as the market moves to address key water sector challenges. 

Speakers: 

• Malin Hedlund, WaterData Manager, GWI 
• Luke Bratt, North America Editor, GWI 
• Lara Nash, Europe Editor, GWI 
• Mariana Quaresma, Brazil Editor, GWI /Georgia Bottomley, Research Analyst, GWI 
• Charlie Walker, Research Director, GWI 

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Description

In our final subscriber-exclusive webinar of 2023, our analysts conducted and extensive regional analysis on Africa and the Middle East, as well as the latest key updates to our wider utility forecast.  

Together, Africa and the Middle East make up the fastest growing region in our utility CAPEX forecast and comprise a wide range of opportunities, with private finance and development finance both playing significant roles in the funding landscape.  

The webinar covered the following topics: 

• Our analysis of progress towards SDG6 in Africa and how this is driving spending in the region, alongside insight on key development finance institutions active in the region and how their role is shifting as they adopt new approaches to support projects. 
• A look at some of the most exciting African project markets with a focus on reuse and desalination, with a specific update on the latest on privately financed projects in Egypt, which has outlined plans for wastewater treatment PPPs in addition to its ambitious desalination plan. 
• An overview of the markets of the Middle East and insight into the latest key stories from the region, including Dubai’s $8.2 billion wastewater capital expenditure wastewater system overhaul. 
• Plus, an overview of the main stories coming out of our most recent utility forecast update, including forecast changes to the UK, Romania, and Thailand, and some key insights from the latest version of our annual Tariff Survey. 

 
Speakers: 

• Malin Hedlund, WaterData Manager 
• Emilie Filou, Sustainable Development Editor 
• Tom Scotney, GWI Editor 

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Description

During this session,  GWI publisher Christopher Gasson joined our expert analysts on 7th September in order to highlight critical insights from our latest WaterData forecast, updated specifically to account for the impact of inflation on water spending. 

Between 2016 – when we launched GWI WaterData – and 2022, labour and equipment pricing was not a significant driver of water spending. Competition and overcapacity in the contracting market held prices down, ensuring that volume demand for projects mapped fairly closely to value demand for projects. In the second half of 2022, that changed dramatically. Supply chain constraints coincided with a sudden tightening of the labour market, higher energy costs, and rising interest rates, to push project costs dramatically higher. This webinar covered:

• The key impacts of inflation on our forecast regions, focusing on North America, Europe, Asia, and the Middle East, with an overview of the changes to our capital expenditure forecast plus deep dives into the US and Europe looking at specific impacts and regional key trends.
• The impact that interest rates and availability of subsidised credit are having on capital costs in different countries and regions.
• Our methodology and the four main categories of input prices which we will now be taking into account in our forecast: labour costs, capital costs, energy costs, and materials/commodity costs, each working in a different way and responding to different pressures; with a closer look at some of the commodity and equipment prices which have informed our analysis.
• A snapshot of the impact of inflation on industrial water spending and how we have adjusted our industrial forecast.

Speakers: 

• Christopher Gasson, Publisher & Owner, GWI
• Lara Nash, Europe Editor, GWI
• Luke Bratt, North America Editor, GWI
• Jasmine Chater, Head of Data, GWI

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Description

In this regionally focused session, our analysts conduct a deep-dive into established and emerging water opportunities in the Americas, from the continuous strong growth in the US market to upcoming project opportunities and the booming lithium mining industry in Latin America. 

 
Topics covered in this session included:  

• A roundup of the key stories and developments from our latest utility forecast update, with analysis of the impact of new spending plans in markets like Italy and Spain.  
• A look at where money in the booming US market is being spent with the latest iteration of our US state-by-state capital expenditure forecast, plus insight on the major drivers of spending in the market such as the potential impact of new PFAS limits and the push towards reuse. 
• An overview of the main trends affecting water and wastewater spending in Latin America
• Key upcoming project opportunities in Latin America, including both privately financed projects like Peru’s planned PPPs and concessions in Brazil, EPC projects, and desalination projects in Chile, Brazil, and other regional markets. 
• Trends and opportunities in lithium mining, a sector in which Chile and Argentina rank among the top producers globally. 

  
Speakers:  

• Malin Hedlund, WaterData Manager  
• Ben Wright, North America Editor  
• Clara Gonzalez, Latin America Editor  
• Mauricio Baez, Research Analyst  

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Description

In our first subscriber webinar of 2023, our analysts revealed key insights derived from our most recent research and forecast updates including our latest utility forecast, current trends and opportunities in sludge management, our updated pulp & paper forecast, and our analysis of M&A as well as tech investment during 2022. 

Featured in the webinar:

• The most important news from our latest utility forecast update, including country updates in Latin America, Europe and Africa, and a look at top opportunities by application. 
• The current trends and opportunities in sludge management with a particular focus on the key country markets and our latest market forecast for sludge thickening and sludge dewatering. 
• Our updated forecast for water in pulp & paper and insights into the key trends such as shifting end use market share, and the resulting opportunities for chemicals and treatment technology providers. 
• Analysis of our 2022 takeaways within mergers & acquisitions and tech investment, and our thoughts on the latest news in this space including Xylem’s acquisition of Evoqua. 

 
Speakers: 

• Malin Hedlund, WaterData Manager 
• Sandie Garland, Research Analyst 
• Tilly Leeman, Research Analyst 
• Ian Elkins, Companies and Finance Editor/GWI Editor-in-Chief