The U.S. power market is under pressure from artificial intelligence (AI)-driven data center expansion, industrial reshoring, and electrification, driving a projected 2.3% compound annual growth rate (CAGR) in electricity demand from 2025 to 2030. While renewables have dominated new capacity additions over the last decade, natural gas expansion and nuclear plant restarts are reinforcing high water withdrawal and consumption requirements for power generation. The continued reliance on water-intensive energy sources presents sustained opportunities for industrial water management solutions.
Bluefield’s team of water experts tracks the emerging trends and strategies influencing industrial water management. The market landscape is changing—from corporate sustainability strategies to emerging industry trends influencing water management. This Quarterly Review includes a brief overview of recent events and factors impacting companies across the value chain.
In this Quarterly Analysis:
- Surging electricity demand is reshaping industrial water needs
- Data center growth is increasing stress on water resources
- Industrial water M&A is accelerating, expanding market opportunities
- Manufacturing expansion is driving new water infrastructure investment
