Why Everyone's Betting BIG on Water in 2024
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 D...
(don't) Waste Water! | Water Tech to Solve the World
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Show Notes
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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