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Artwork for The Future of Water

The Future of Water

Bluefield Research
Water Management
Water Infrastructure
Climate Change
Data Centers
PFAS
Artificial Intelligence
Infrastructure Investment and Jobs Act
State Revolving Funds
Water Reuse
Utility Construction
Water and Wastewater
Spain
Agriculture
Private Equity
Water Utilities
Wastewater Reuse
Digital Water
Infrastructure Investment
Stormwater Management
Semiconductors

The Future of Water is Bluefield Research’s bi-monthly podcast examining the strategic, regulatory, and market dynamics shaping the global water sector. Spanning municipal and industrial markets, and extending from technology providers to investors, each episode focuses on the signals that matter—capital flows, policy developments, and business model shifts impacting opportunities in water. Hosted... more

PublishesTwice monthlyEpisodes151Founded6 years ago
Number of ListenersCategories
BusinessTechnology

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Artwork for The Future of Water

Latest Episodes

Water accounts for a minority of revenue for nearly every major engineering and construction firm in the sector—somewhere between 15% and 23%—yet investment keeps accelerating. In this episode, Reese Tisdale is joined by Bluefield analyst Caroline Va... more

Episode 150 marks a milestone for The Future of Water: Bluefield summer intern Swapnil Gandhi turns the tables and interviews host Reese Tisdale. Instead of Reese asking the questions, he's answering them—covering what Bluefield got right early, the ... more

YouTube

Digital water companies have gone through distinct phases: first selling data, then selling analytics. Now it's selling decisions, and increasingly autonomous control. This shift is showing up across Veralto, Badger Meter, Xylem, Bentley, Schneider E... more

YouTube

At the midpoint of 2026, the water sector is sending mixed signals. Deal flow is up sharply, with 161 transactions recorded year-to-date and Q2 activity climbing 42% year-over-year to its strongest pace since 2021. Yet the headlines telling a story o... more

YouTube

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Recent Guests

Swapnil Gandhi
Summer intern, reader of research, asked questions on air
Bluefield Research
Episode: Are We Reading the Water Market Right?
Zineb Moumen
Bluefield analyst focusing on European data center water issues
Bluefield Research
Episode: Is the Data Center Water Problem Fake?
Megan Bondar
Deep in the weeds on US utility ownership and M&A; data expert
Bluefield Research
Episode: Who Owns Your Water and Who Wants To?
Charlie Suse
Guest contributor
Episode: Are We Approaching a Federal Water Funding Cliff?
Leigh Ramsey
Senior Analyst at Bluefield Research
Bluefield Research
Episode: Is Australia the Blueprint for the Future of Water?
Keith Hays
Water technology advisor invited to discuss emerging tech
Bluefield Research
Episode: Your Water Questions Answered: Bonds, Energy, Irrigation, and Tech
Olivia Kranefuss
Bluefield analyst
Bluefield Research
Episode: Water for Agriculture: An US$84 Billion Irrigation Opportunity
Caroline Vauclain
Bluefield analyst who led the chemical sector report
Bluefield Research
Episode: The US$10 Billion Market Nobody Talks About: Chemicals for Water Treatment
Maria Cardenal
Colleague at Bluefield Research and energy optimization expert
Bluefield Research
Episode: Water Runs on Power: The Energy Lever Utilities Can’t Ignore

Host

Reese Tisdale
Host of The Future of Water, Bluefield Research

Reviews

4.9 out of 5 stars from 67 ratings
  • 5 stars!

    Love listening to the Reese and his Bluefield colleagues. They are super knowledgeable and have strong insights into the water industry. Keep it up!

    Apple Podcasts
    5
    Rsully4
    United Statesa year ago
  • Newbie here

    I recently joined a waterworks industry company and just discovered this podcast. Huge find for me! I’m headed to the website to download the research paper/study. Thanks!🙏

    Apple Podcasts
    5
    MrHockey17
    United States2 years ago
  • Great podcast!

    Great podcast by Reese and his team. Lots of information and useful insights!

    Apple Podcasts
    5
    XCnyc99
    United States3 years ago
  • The future of water is great .

    The future of water is great .

    Apple Podcasts
    5
    Tea tins
    United States3 years ago
  • Awesome Podcast!!!

    Reese, host of The Future of Water Podcast, highlights all sustainability and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality analysis with accessible explanations for a broad audience.
Great for newcomers wanting market context and data papers.
Knowledgeable team with strong insights into water markets.
Content is data-driven and practical for investors and vendors.

Talking Points

Recent interactions between the hosts and their guests.

Beyond the Dashboard: Digital Water's Operational Turn
Q: What does 2030 look like for European Digital Water companies, and where will the opportunities lie?
Expect a move toward as-a-service models, real-time cloud-enabled monitoring, digital twins, and advanced sewer management, with AI helping utilities read networks, prioritize investments, and deliver quick wins; relationships and regional market dynamics will determine who wins, as mature markets like the UK already have multiple capable platforms.
Beyond the Dashboard: Digital Water's Operational Turn
Q: What is the strategic significance of the GWF acquisition of i2O in the UK and in Europe more broadly?
The deal signals a shift toward treating software as a core revenue driver rather than an add-on to hardware, with GWF leveraging i2O's software-enabled capabilities to push into the UK, while i2O gains access to GWF's established networks in Germany, Austria and beyond, highlighting a broader trend of hardware-software integration and platform-based solutions across Europe.
Mid-2026 Water Check-In: Deals, Geopolitics, and What's Next
Q: Is the water market booming or are we in a world of hurt?
The hosts suggest the truth is nuanced: headlines often imply boom, but real conditions show ongoing tensions from energy costs, regulatory flux, and geopolitical risk, while M&A activity and private equity capital remain robust in many sub-segments like O&M and distribution.
Who Owns Your Water and Who Wants To?
Q: What is an investor and utility in the US water market, and why does this matter for consolidation?
Investor-owned utilities are privately owned, for-profit water or wastewater providers regulated by state commissions; they finance capital improvements by including them in the rate base, which incentivizes growth through acquisitions and infrastructure investments. This framework drives consolidation strategy and explains why private buyers focus on scalability and geographic expansion.
Are We Approaching a Federal Water Funding Cliff?
Q: What are the main federal funding channels we should be watching for water utilities right now?
The three core channels are state revolving funds (SRFs), IIJA-related funding (including earmarks for lead service lines and emerging contaminants), and WIFIA as a tool for large projects, with ARPA acting as a one-time stimulus winding down and creating a temporary spike in activity.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About The Future of Water

What is The Future of Water about and what kind of topics does it cover?

This series delivers data-driven context on global water sector dynamics, spanning utilities, industrials, and technology providers. Episodes typically analyze capital flows, regulatory changes, and business-model shifts shaping opportunities in water infrastructure, with a focus on deal activity, funding mechanisms, and technology-enabled efficiency. A standout aspect is the strong use of market intelligence from Bluefield Research combined with guest expert perspectives, offering practical insights for practitioners, vendors, and investors aiming to understand where opportunities and risks lie in the evolving water landscape.

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Which podcasts are similar to The Future of Water?

These podcasts share a similar audience with The Future of Water:

1. Water Values Podcast
2. GZERO World with Ian Bremmer
3. The Ezra Klein Show
4. Marketplace
5. Odd Lots

How many episodes of The Future of Water are there?

The Future of Water launched 6 years ago and published 151 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Future of Water?

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What guests have appeared on The Future of Water?

Recent guests on The Future of Water include:

1. Swapnil Gandhi
2. Zineb Moumen
3. Megan Bondar
4. Charlie Suse
5. Leigh Ramsey
6. Keith Hays
7. Olivia Kranefuss
8. Caroline Vauclain

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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