Insights

Caged dogs in the Château de Beguin

Is the water industry like a wheel, like climbing a mountain, or like a dog trapped in a cage? I found myself wondering about this during a training session Amane Advisors had arranged for its new staff at the Château de Beguin in the depths of La France Profonde this week.

My experience of the water industry is that far from being a steady dependable business...

Which is winning: desal, reuse, or cities?

Thanks to our new report on Desalination and Water Reuse, I now know the answers to two questions which have been bugging me for years. The first question is whether reuse is bigger or smaller than desal as a solution to water scarcity; and the second is which one is growing faster.

The problem is that reuse is a pretty nebulous market because it is so difficult to...

Is lateness the water business’s saving grace?

Is the water industry becoming more global, despite growing protectionism and nationalism around the world? I found myself asking this question while going through the delegate list for next month’s Global Water Summit: not only do we have more registrations at this stage than we have had for any of the previous ten summits, but people seem to be willing to travel...

What does the Suez – GE Water deal mean?

Suez needed this deal very badly. The share price has been drifting downwards since April 2015, primarily because margins on the traditional municipal outsourcing business are being squeezed more quickly than the company can develop its new business offerings. Buying GE Water, with its strong presence in industrial equipment and services, completely transforms that...

Will GE Water save Suez from impatient investors?

This year’s results season has not been pretty for the major European water operators. Veolia saw its water revenues dip from €11.4 billion to €11.1 billion. Suez’s European water revenues edged down from €4.8 billion to €4.7 billion, and FCC Aqualia’s dropped 2.3% to €1.0 billion. Suez’s International division –...

Will China rescue water tech as it falls?

I was in Shanghai last week to join Poten Environment in ringing the bell to open trading on the day of the Chinese industrial water treatment specialist’s initial public offering. It was a very Chinese event, but at the same time one which is a symptom of a global trend which is affecting the value of water businesses.

Within three seconds of the market opening,...