Nov 10 2024 12 mins 3
Why is everyone suddenly obsessed with water technology? When GE sold its water division in 2017, nobody blinked. But in 2024, Georg Fischer's stock jumped 15% when they announced they're selling everything BUT water! Plus GF's not alone: DuPont and Danaher are making similar moves, and there's a World in which Veolia might move along.
What changed? Water tech companies are expected to grow from $290B to $1.4T in value by 2034. From being seen as "slow-growth" and "low-tech" a decade ago, water technology is now the hottest asset in industrial portfolios. Let's explore what this means for the future of the #WaterSector - and more precisely for #WaterTech companies!
Get my friend Björn to buy me a beer (and pocket the 10% discount) subscribe to Global Water Intelligence using the code "BJOERN10"
My Full Interview with Mads Joergensen (GF's CFO): https://www.youtube.com/watch?v=_Qg05MfjB7g
My (impromptu) coverage of the Xylem/Evoqua Merger: https://www.youtube.com/watch?v=MrwKzgZYj5U
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Website: https://dww.show/podcast/
Smartlink: https://smartlink.ausha.co/dont-waste-water
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