Water Investor’s Monthly August 2025

Water Investor’s Monthly, by Industria Partners, is a review of trends and transactions in water across the U.S., including water rights, storage, transportation infrastructure, and wastewater treatment, services, and equipment.

Chart of the Month:

Rising trend of public construction spending for water supply over the last decade. – FRED

Recent Market News:

• Nebraska sues Colorado in the Supreme Court to enforce water access and secure development of the Perkins County Canal by 2032. – Nebraska Gov.
• Meta’s $750 million data center in Newton County is linked to rising water demand as local wells show signs of sediment buildup and an expected rise in utility rates. – NY Times
• Groundwater in the Colorado River Basin has declined by 27.8 million acre-feet, threatening water security and agricultural sustainability across seven states. – Natural Hazards

Transactions:

• 07/24/2025: Aqua Pennsylvania completes a $38 million wastewater system acquisition from the City of Beaver Falls. – Underground Infrastructure
• 07/23/2025: Xylem acquires EnviroMix to expand its water treatment solutions and strengthen its nutrient removal segment. – EnviroMix
• 07/09/2025: Global Water Resources acquires seven water systems from Tucson Water, the City of Tucson’s water utility, for ~$8 million. – GlobalNewswire
• 07/08/2025: H2O America acquires Quadvest’s assets in a $540 million deal, creating Texas’s second largest investor-owned water utility. – Yahoo!Finance
• 06/04/2025: Cambrian teams up with ING Capital to secure a $150 million credit facility to accelerate the expansion of its Water-Energy Purchase Agreement projects across North America. – Nasdaq

Deep Dive:
Scaling Water Reuse: A Tipping Point for Municipal and Industrial Use – World Bank Group

Other Media:
What’s Driving the Market for Decentralized Water Treatment? – Bluefield Research

Industria Partners provides focused strategic advisory services to industrial, climate, infrastructure, and energy companies at every point across the business cycle. Through industry connectivity, transaction experience, and expert execution, Industria delivers superior outcomes to its clients. Visit our website: Industria Partners