Who Owns Your Water and Who Wants To?

The U.S. investor-owned utility (IOU) market just posted its strongest opening quarter in three years. Bluefield Analyst Megan Bondar joins host Reese Tisdale on The Future of Water to dig into what's driving that activity. The conversation covers the structural differences between greenfield and peer-to-peer transactions, why the geographic map looks completely different from Pennsylvania to Texas to Florida, and who's showing up in this market that wasn't here five years ago. Key questions include: What is an investor-owned utility, who are the major players, and why does this market matter right now? What is the difference between greenfield and peer-to-peer M&A, and why does that distinction matter? Who is executing greenfield deals well, and what does it take to compete in that space? How do the top M&A markets—Pennsylvania, Illinois, Texas, Florida—differ in competitive dynamics and regulatory environment? Where does the IOU market go from here, and what policy and political factors are shaping the next five years? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven’t already, please click to follow this podcast wherever you listen. If you’d like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Investor-Owned Utilities in Water: Market Share, M&A Trends, and Company Rankings IOU Portfolio Rationalization Redraws the Competitive Map Scale Is the Strategy: American, Essential Set Benchmark for Water Investor-Owned Utilities Chapters (00:00:00) - Water Fact(00:01:11) - Introduction(00:02:32) - Conversation: Megan Bondar(00:33:57) - Wrap-Up(00:34:45) - What Caught Reese's Eye