Insights

Time for desalters to look for the difference

Should desalination plant suppliers concentrate more on differentiating their product offerings? It is a question I raised in yesterday’s Global Water Market 2011 webinar, and one which deserves closer investigation.

The theory is that the market may take a couple of years to regain its 2007 peak, during which time there will be too many contractors looking for...

How do you play in water?

The water theme continues to excite investors’ interests, but increasingly, water stocks seem to be left out of the list of recommendations for how to profit from macro trends in the water sector. Instead, the focus is switching to the agricultural sector.

The main problem is the paucity of quoted water stocks which deliver exposure to the upside of water...

Corporate water risk management will meet a dead end

Is there an opportunity in corporate water risk management? Certainly there is a growing awareness of corporate water risks. Organisations such as the Alliance for Water Stewardship, the World Business Council for Sustainable Development, the CEO Water Mandate and the Water Footprint Network have been promoting the awareness of water risk in the corporate water sector.

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Grasping the opportunity in the African water sector

One of the top ten growth themes for the water market that I presented at our conference last month was entitled “Africa may be next”. This may on the surface seem either hopelessly optimistic or perverse. Nobody in the water business got much out of Africa south of the Sahara and north of the Limpopo this past decade. In fact, if you were to add together...

How much do you pay to go public?

Anyone doubting that privately financed projects are cheaper than publicly financed ones should have a look at the results of the 1,025,000m³/d Ras Azzour desalination tender in Saudi Arabia. The low bidder (thought to be offering 70% multi-effect distillation and 30% reverse osmosis) was an ACWA Power Sasakura/Samsung Engineering/Degrémont consortium with a cost...

Five things I learned at the Global Water Summit

1. There is no such thing as economic water scarcity, only political water scarcity. Ek Sonn Chan told the story of how the Phnom Penh Water Supply Authority had been transformed between 1993 and 2009. The number of connections increased seven-fold, non-revenue water fell from 73% to 6%, collection efficiency rose from 48% to 99.9%, and total revenues increased from...