Water Investor's Monthly June 2025

July, 2025|By Tim Troha

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 Water Costs for U.S. Data Centers

U.S. Water for Data Centers Expenditure, 2025-2030 – Bluefield Research

Recent Market News:

French waste-management giant, Veolia, just fired up the largest PFAS-killing plant in the U.S., quietly treating water for 100,000 people. – WSJ
A Colorado water district started pulling from an 800-foot-deep aquifer for the first time in over a decade, adding a new source to its drinking water portfolio. – CBS
Texas just greenlit a $20 billion water plan focused on reservoirs, desalination, and pipe repairs, with voters set to decide its fate this November. – Washington Post

Transactions:

06/24/2025: Danish water-pump giant, Grundfos, acquires Newterra to expand its U.S. play in smart water and wastewater solutions. – Grundfos
06/20/2025: Solenis merges with NCH Corporation expanding reach across industrial and commercial markets. – Platinum Equity
06/17/2025: Allied Industrial Partners invests in Pride Dynamo to scale pump and valve services across U.S. water and wastewater markets. – Allied Industrial Partners
06/09/2025: Aquatech acquires Century Water to power next-gen water treatment for chips and pharma, stepping up in the precision infrastructure race. – PR Newswire

Deep Dive:
When AI Meets H2O: The Surging Water Cost of America’s Digital Boom – EESI

Other Media:
Looking to the Future: Craig Taylor – Make It Clear: Why You Can’t Just Flush and Forget – Orenco Podcast

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

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