Insights

Is private water 96% ownership and 4% expertise?

Two sales in the US market over the past month make a very expressive point about where value lies in the utility sector. Both companies had revenues in the region of $200 million and managed water utilities and related assets. One of them, Severn Trent Services North America, did not own the assets it managed, and was sold for $62 million to two private equity buyers....

Sliding sideways to growth

This month we are publishing an update to our Global Water Market Forecast. The aim is to revisit the forecast we published in March last year in light of what has changed in the market since then. The top line doesn’t look too great. The biggest adjustment is in the US, where there has been a considerable – and unexpected – fall-off in investment,...

The ZLD system that turned its maker green

I was in Jubail (Saudi Arabia) and Alexandria (Egypt) last week to present Global Water Awards to two companies which had not been able to pick them up in Madrid last month. Marafiq is the utility serving Saudi Arabia’s two main downstream petrochemical centres, Jubail and Yanbu, while Ethydco produces a range of polyethylenes in Alexandria’s petrochemical...

Nobody knows anything, so let’s consolidate

In Hollywood they say “Nobody knows anything” with a certain amount of pride. There is a certain machismo in gambling hundreds of millions of dollars on a blockbuster new movie in the full knowledge that it may well fail.

Nobody knows anything in the water industry either, but the difference is that Hollywood goes to great lengths to preview its products...

Could Mrs Thatcher help Trump with his stimulus?

How can President Trump deliver his trillion-dollar infrastructure spending plan? It is a difficult question to answer, both because of the lack of forward visibility in Washington politics at the moment, and because of the strong partisan feelings gathered within the Beltway.

The central problem of delivering the stimulus package is how to do it while reducing taxes,...

Ten things I learned in Madrid

GWI hosted the eleventh Global Water Summit in Madrid earlier this week. Here are my key take-aways from the event:

1) Robots and dogs will take our jobs: The opening keynote speaker was Martin Ford, award-winning author of Rise of the Robots. His thesis is that the relentless speed at which computing power is developing is undermining both wages and employment –...