Insights

A water summit with a difference

This week I was at the annual London water conference run by Rethink Events. There was a subtle difference this year – the word “Investment” had been substituted by “Innovation”, transforming the event into the World Water-Tech Innovation Summit.

The presence of a broad range of companies offering emerging technologies – ranging from...

Do twelve figures in Paris spell growth for water?

It looks to me that we could be seeing more than $100 billion of opportunities presented at this year’s Global Water Summit. It is a big number. I don’t think that it has ever been so big before. It makes me wonder whether we have been too pessimistic about the future of this industry in our forecasting, as it seems there is so much growth ahead of us.

Of...

Putting the water sector into the blender

Will blended finance become the biggest driver of change in the global water sector over the next decade? That seems like a bold question to ask about something which at this stage is little more than an obscure H-Street cult, but hear me out.

The global water crisis is not universal. It is concentrated in those parts of the world where those responsible for delivering...

Suez investors should savour their Château d’Yquem

Before GWI, I was in the mergers and acquisitions business. The first thing I learned was that fear sells better than greed. When a buyer is just greedy, they tend to size up an acquisition in much the same way that a diner might look at the wine list before dessert. They have plenty of options – including selecting nothing at all – and the €900 half...

Wishing our readers a Happy New Financial System!

The big change in the water sector over the next decade is going to be the change in capital flows. The financial models which have shaped the global water market in the past are evolving, and this year will mark the turning point.

Two big trends are coming together: at the top level, Washington-backed international financial institutions are looking for ways to do more...

Calculating the value of water in the age of data

One of the amusing things about a tech bubble is the ever more spurious reasons that pundits come up with in order to justify pushing prices higher. Uber, for example, when it was trying to justify a valuation of $70 billion while making annual losses of $2.8 billion, had to pretend that it was not just going to take a share of the taxi business (which is worth around...