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Description

On November 19th 2024 GWI analysts laid out our most recent forecast and research updates. Alongside an overview of key utility forecast developments, the session focused on on the top market opportunities in three spaces worth keeping an eye on in 2025: water treatment chemicals, mining, and food & beverage. 

Topics included: 

• The most recent changes to our utility capital expenditure forecast and key country and regional market opportunities, including the impact of spending plans in Europe, updated projections in Latin America, and our latest expectations for the United States. 
• Our latest chemical market forecast, exploring top-level trends and the fast-growing bio-based chemistry market, examining the impact of the reuse shift on chemicals, and revealing emerging digital opportunities transforming water treatment chemistry.
• Food and beverage market trends, brewing industry drivers & and technology innovations, plus sustainability-focused opportunities across emerging regions.
• Mining’s evolving water strategy: regulatory pressures drive innovations in desalination, wastewater processing, and mineral recovery from tailings for sustainability.

Speakers: 

• Malin Hedlund, WaterData Manager
• Victor Smith, Industrial Research Analyst 
• Ashi Banerjee, Industrial Research Analyst 
• Muskaan Arora, Research Analyst 

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Description

This session focused on dissecting the key figures from our latest utility forecast, before diving deep our latest research on the food & beverage industry, with a particular focus on the dairy sub-sector!

Key topics included:

• Regional overview of our updated utility capital expenditure forecast, and analysis of key trends. 
• Insight into this quarter's key country-level utility CAPEX forecast updates, including changes to for example the United Kingdom, Australia, Cyprus, and Egypt. 
• A look at some of our recent research into planned utility spending in Canada, which has informed our updated forecast, and top market opportunities in the country.
• Top-level food & beverage market overview, covering the capex forecast by region and market segment 
• Key market drivers, detailed regional analysis and end-user priorities in the dairy industry 
• Emerging market trends, exploring technology and investment trends in emerging markets in regions like South Asia and Latin America.  
• Investment opportunities investigating the growing focus on sustainability, net-zero targets: biogas production potential, water and wastewater needs in new markets for plant milk and protein/other dairy by-products.  

Speakers:

• Malin Hedlund, WaterData Manager, GWI
• Muskaan Arora, Research Analyst, GWI

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Description

This session focused on analysing some of the major current issues transforming the global water market and putting utilities and industrial end users under pressure, including emerging contaminants, the energy transition, and more. The webinar explored how trends in spending, regulation, and technology are responding to these pressures, and the key market opportunities which are opening up as a result. 

Topics included:

• Key regional and country-level updates from the latest revision of our utility forecast, reflecting the latest market developments. 
• The impact of regulation of per- and poly-fluoroalkyl substances (PFAS) in the United States, where federal maximum contaminant limits could trigger over $10 billion of drinking water treatment upgrades to 2030, with federal funding supporting projects. 
• Concerns about water quality as a market driver in Europe, with the EU cracking down on pollution from wastewater discharges through regulation, while water companies in the United Kingdom are expected to spend heavily in AMP8 to reduce sewage spills and nutrient pollution. 
• Market opportunities in green hydrogen, which is seeing rapidly growing estimated water demand and a growing pipeline of projects across the world, with water treatment players becoming involved at an earlier stage as projects increase in size. 
• Analysis of data on water-related technology investment and patent applications, revealing the latest technology trends as the market moves to address key water sector challenges. 

Speakers: 

• Malin Hedlund, WaterData Manager, GWI 
• Luke Bratt, North America Editor, GWI 
• Lara Nash, Europe Editor, GWI 
• Mariana Quaresma, Brazil Editor, GWI /Georgia Bottomley, Research Analyst, GWI 
• Charlie Walker, Research Director, GWI 

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Description

In our final subscriber-exclusive webinar of 2023, our analysts conducted and extensive regional analysis on Africa and the Middle East, as well as the latest key updates to our wider utility forecast.  

Together, Africa and the Middle East make up the fastest growing region in our utility CAPEX forecast and comprise a wide range of opportunities, with private finance and development finance both playing significant roles in the funding landscape.  

The webinar covered the following topics: 

• Our analysis of progress towards SDG6 in Africa and how this is driving spending in the region, alongside insight on key development finance institutions active in the region and how their role is shifting as they adopt new approaches to support projects. 
• A look at some of the most exciting African project markets with a focus on reuse and desalination, with a specific update on the latest on privately financed projects in Egypt, which has outlined plans for wastewater treatment PPPs in addition to its ambitious desalination plan. 
• An overview of the markets of the Middle East and insight into the latest key stories from the region, including Dubai’s $8.2 billion wastewater capital expenditure wastewater system overhaul. 
• Plus, an overview of the main stories coming out of our most recent utility forecast update, including forecast changes to the UK, Romania, and Thailand, and some key insights from the latest version of our annual Tariff Survey. 

 
Speakers: 

• Malin Hedlund, WaterData Manager 
• Emilie Filou, Sustainable Development Editor 
• Tom Scotney, GWI Editor 

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Description

During this session,  GWI publisher Christopher Gasson joined our expert analysts on 7th September in order to highlight critical insights from our latest WaterData forecast, updated specifically to account for the impact of inflation on water spending. 

Between 2016 – when we launched GWI WaterData – and 2022, labour and equipment pricing was not a significant driver of water spending. Competition and overcapacity in the contracting market held prices down, ensuring that volume demand for projects mapped fairly closely to value demand for projects. In the second half of 2022, that changed dramatically. Supply chain constraints coincided with a sudden tightening of the labour market, higher energy costs, and rising interest rates, to push project costs dramatically higher. This webinar covered:

• The key impacts of inflation on our forecast regions, focusing on North America, Europe, Asia, and the Middle East, with an overview of the changes to our capital expenditure forecast plus deep dives into the US and Europe looking at specific impacts and regional key trends.
• The impact that interest rates and availability of subsidised credit are having on capital costs in different countries and regions.
• Our methodology and the four main categories of input prices which we will now be taking into account in our forecast: labour costs, capital costs, energy costs, and materials/commodity costs, each working in a different way and responding to different pressures; with a closer look at some of the commodity and equipment prices which have informed our analysis.
• A snapshot of the impact of inflation on industrial water spending and how we have adjusted our industrial forecast.

Speakers: 

• Christopher Gasson, Publisher & Owner, GWI
• Lara Nash, Europe Editor, GWI
• Luke Bratt, North America Editor, GWI
• Jasmine Chater, Head of Data, GWI