With over two billion people affected by water scarcity, innovative water technologies are providing efficient and cost-effective solutions for utilities, municipalities, and industries. Advances in desalination, smart water systems, and filtration are reshaping resource management while presenting compelling investment opportunities. As costs decline and system efficiency improves, this sector is poised for substantial growth. Modern desalination technologies have become more efficient and affordable:

  • Thermal desalination, ideal for meeting the high-salinity and ultra-purified water needs of industrial and pharmaceutical applications, has seen costs drop from $9 to $10 per cubic meter to around $1 to $2.50 per cubic meter.
  • Membrane-based systems, including reverse osmosis, are more energy-efficient and now cost between 50 cents and $1 per cubic meter.

Smart water systems integrate meters and monitoring devices with software to deliver real-time data and predictive analytics. These systems optimize water usage, detect leaks, and reduce waste, ultimately cutting costs and supporting sustained water management for commercial facilities and manufacturing plants.

Advanced filtration technologies, such as reverse osmosis, activated carbon, and ion exchange, cater to the needs of residential, commercial, and industrial sectors. These systems ensure the availability of clean water for various applications, including drinking, food processing, and pharmaceutical manufacturing, while protecting equipment and meeting industry standards.

As global water scarcity intensifies, the need for innovative solutions will only continue to grow. Smart systems address infrastructure challenges, while advanced filtration ensures regulatory compliance and sustainable water use, making water technologies a strong investment case.

With a focus on sustainability and resource conservation, our equity research analysts believe water technologies are well-positioned for long-term success, offering investors a path to both financial returns and positive environmental impact.

For more information on related investment opportunities and insights, please see our equity research report, Tapping Into the World of Water: Technologies and Solutions for a Thirsty World, or visit our Equity Research Rewind landing page for additional thought leadership.