Insights

Will water outperform as the outlook turns bitter?

It looks like the Federal Reserve’s decision to raise interest rates will not be the first step towards a world of higher interest rates. Instead, the rapid appreciation of the US dollar, assisted by a rush of capital out of emerging markets, $30 oil and China’s market turmoil have changed the outlook. The next interest rate move may be down rather than up.

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Making climate change adaptation water’s big theme

How can we turn climate change adaptation into a major market for the water industry? It is politically incorrect to frame the question like this, but there is a point to posing the question in terms of a business opportunity rather than an ethical mission. Climate change adaptation needs a business model if it is going to attract the investment it needs. Otherwise all...

Salvaging real value from Abengoa’s misery

Earlier this year Abengoa Water was voted Water Company of the Year by GWI readers. During 2014, the company contracted two major water pipeline projects – at San Antonio in the US and Denizli in Turkey – and began work on the Zapotillo pipeline in Mexico. In desalination, it closed the financing of the 100,000m3/d Agadir plant in Morocco, signed a contract...

COP21: does Paris or the Pacific hold the answers?

By next Friday – when the COP21 talks in Paris wind up – we should know whether the future is climate change mitigation or climate change adaptation. The choice of whether we as a planet decide to focus on actions that reduce emissions which contribute to climate change or pursue a path which aims to mimimise the negative impacts of climate change will shape...

Water is a double agent in the Middle East conflict

I like to be optimistic about the future of the water market: it helps sell magazines if people feel that there is an upside in every issue they read. At times, however, I do have to admit to some apprehension about the future, and looking at the current situation in the Middle East caused me to have one such moment of doubt.

The truth is that for most of the past 15...

Where is the market for water services leading us?

We are currently awaiting the arrival of hard copies of our latest market report: Industrial Water Services and Chemicals. It is the first market report we have published which focuses on operating expenditure rather than capital expenditure, but it was prompted by the blurring of the lines between the two. There are two things driving this: one is the fact that while...