(don't) Waste Water! | Water Tech to Solve the World

Wanna know how the mountains of shrimp shells polluting our landfills could actually clean our water? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/A big thanks to my sponsor, SimpleLab! https://gosimplelab.com/In short: CrustaTec is transforming shrimp shell waste into sustainable water treatment solutions. Using chitosan, a polymer extracted from shrimp shells, they've developed both a filter for textile dye removal and a natural flocculant for wastewater treatment that offers an eco-friendly alternative to traditional chemical treatments.#️⃣ All the Links Mentioned in this Episode #️⃣Crustatec's website: http://crustatec.com/Maria's LinkedIn: https://www.linkedin.com/in/amorinmariaisabel/The World Bank's Water Youth Innovation Challenge: https://blogs.worldbank.org/en/jobs/calling-youth-aquapreneurs-water-your-innovations-climate-crisisThe EAWAG's website: https://www.eawag.ch/en/🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcastMain Channel: @AntoineWalterDWWSmartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?About this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.

02-19

42:13

Wanna see the Future of the Water Industry? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ A big thanks to my sponsor, SimpleLab! https://gosimplelab.com/ I know the future - so let me share it! Indeed, yes, I did it again: I drowned myself in 153'482 LinkedIn ads for the keywords "Water" and "Wastewater" from Q2 to Q3 2024 (using a “slightly homemade” scraping approach - please forgive me, LinkedIn!). I did so, looking for the signals companies believe will make them money in 2025 - that's how I know the future. Why ads, you ask? Well, for a simple reason: businesses rarely burn ad budgets on dead-ends. So, if they’re paying to talk about it, they must see an ROI! Here’s the executive summary of what I learned: that's hopefully enough to give you plenty of conversation starters and investment hints! 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Why and How I Investigated LinkedIn Ads 07:27 Where is the Real Money Flowing? 10:44 What's behind the buzzword Innovation? 13:53 Which water crisis are companies betting on? 17:03 Sponsor: SimpleLab 17:56 Who's Hiring? And for Which Roles? 21:08 Utilities vs Tech Providers 23:16 What's Overlooked or Oversaturated? 26:18 How are Events shaping the Conversation? 29:00 Which buzzwords lead the Narrative? 31:55 Overall Patterns & FInal Thoughts #WaterTech #WaterIndustry About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.

02-12

35:31

🦄 Is Water Tech's Second Unicorn Valuation or Speculation? Let's find out! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water 📝 Let's review: 💰 The surprising details behind GI Aqua Tech's billion-dollar valuation and what it means for water tech 🔄 How GI Aqua Tech's 25-30x multiple compares against industry standards and tech sector benchmarks 🌟 The Saudi connection: unpacking the Modon contract and its role in justifying the unicorn status 🤔 The clever marketing strategy behind self-proclaimed unicorn status and its potential implications for future funding rounds and... if I missed anything, let's discuss it in the comments!Hosted by Ausha. See ausha.co/privacy-policy for more information.

02-08

09:22

Liquid-liquid extraction technology, when implemented innovatively, can transform lithium extraction by dramatically reducing costs and environmental impact! Wanna understand how? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/Thanks to my sponsor, SimpleLab! Check them out ➡️ https://gosimplelab.com/#️⃣ All the Links Mentioned in this Video #️⃣Altillion's website: https://www.altillion.com/Connect with Jay Keener on LinkedIn: https://www.linkedin.com/in/jay-keener/My conversation with Chris Wyres from Evove: https://smartlink.ausha.co/dont-waste-water/s9e7-how-to-eradicate-dead-zones-cut-energy-needs-by-80-and-double-lithium-selectivity🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction and Background 02:04 Startup Life in Watertech 04:35 Deep Dive into Liquid-Liquid Extraction 10:46 Jay Keener's Entrepreneurial Journey 15:05 The Story of Xedia Process Solutions 22:14 The Birth of Altillion 29:04 Altillion's Focus on Lithium Extraction 34:11 Collaboration with DLE Companies 41:40 Pilot Projects and Future Plans 54:11 Rapid Fire Questions 🔄 Traditional solvent extraction requires 5-7 stages with minutes of residence time per stage - Altillion achieves better results in just 2 stages with seconds of residence time 🧪 Recovery efficiency remains consistent regardless of starting concentration - they can extract lithium down to 3-4 ppm whether starting from 20 ppm or 2000 ppm 💰 The focus in lithium extraction is shifting from OpEx to CapEx reduction due to high interest rates and financing challenges 🤝 In nascent industries like lithium extraction, collaboration between "competitors" often creates more value than pure competition 🏭 What looks like a complex water treatment flowsheet is actually a simple mining/oil & gas project by industry standards🔄 While most companies scale up their pilot plants, Altillion actually built a smaller second pilot unit because their first one was too large for potential partners' testing needs.🧪 Despite being based in Texas with deep oil & gas expertise, they shifted focus away from oilfield brines toward mining brines - not because the technology didn't work, but because it worked too well, extracting even trace amounts of lithium effectively.Hosted by Ausha. See ausha.co/privacy-policy for more information.

02-06

57:37

🌊 The Investment Wave is Coming to Water, But Does it Make a Splash? Let's find out! 🧑‍🔬 SPONSORS 💰 A big thanks to today's sponsors: SimpleLab - https://gosimplelab.com/ Sciens Water - https://scienswater.com/#️⃣ All the Links Mentioned in this Video #️⃣🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/👋 SOCIAL MEDIA 👋 More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 In This Week's Episode 01:27 Challenges and Opportunities in Water Investment 04:52 The Trillion Dollar Water Infrastructure Opportunity 05:56 Private Equity and Water Investment 07:10 The Water Investment Pyramid 09:06 Specialist Investors' Insights 10:44 The Importance of Repeat Investments 13:20 Transition Finance and Water 24:43 The Role of Impact Funds 32:13 Investment Opportunities and Challenges 35:22 Water Sector Investment Trends 38:56 The Future of Water Technology 43:18 Building a Water Investment Ecosystem 54:57 Concluding Thoughts on Water Investment #WaterInvestment #VentureCapital #CleanTech It goes without saying but... none of this is investment advice!About this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.

01-29

55:30

Wanna understand PFAS? What makes them "forever chemicals"? What to do with them when they're in water? What the regulation says? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Environmental Working Group PFAS Map: https://www.ewg.org/interactive-maps/pfas_contamination/ Northeastern University PFAS Sites Map: https://pfasproject.com/pfas-contamination-site-tracker/ My interview with Julie Bliss Mullen (Aclarity): https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destruction My conversation with Fajer Mushtaq (Oxyle): https://smartlink.ausha.co/dont-waste-water/s11e6-how-oxyle-destroys-pfas-with-the-energy-you-d-actually-waste My podcast with Kobe Nagar (374Water): https://smartlink.ausha.co/dont-waste-water/s4e15-is-supercritical-water-oxidation-a-solution-for-pfas-energy-more My conversation with Henrik Hagemann (Puraffinity): https://smartlink.ausha.co/dont-waste-water/s7e15-should-we-really-destroy-pfas-no-your-fridge-knows-a-better-way 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water ⏰ TIME CODES ⏰ 00:00 You Have PFAS in Your Blood 01:28 What are PFAS? 03:34 Where do we find PFAS? 05:07 How do PFAS end up in Water? 07:27 What are the Health Impacts of PFAS? 08:48 Why is Removing PFAS from Water so Challenging? 11:18 What are the Current PFAS Regulations? 13:56 How much will PFAS Removal Cost? 16:03 What are the Technologies to Remove PFAS? 21:24 How to Destroy PFAS? 25:17 What's Happening Now? 📝 IN THIS EPISODE 📝 🧪 The shocking truth about PFAS in your blood and why even experts can't avoid them 💧 From rainwater to tap water: How these "forever chemicals" infiltrate every water source on Earth 💰 The mind-blowing costs of PFAS removal and why current budgets might not be enough 🔬 Battle-tested technologies that can effectively remove PFAS from water, and their pros and cons 🌍 How different regions are tackling the PFAS challenge, from strict European limits to American lawsuitsHosted by Ausha. See ausha.co/privacy-policy for more information.

01-22

28:47

Ever wondered if there was a better way to desalinate water? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/#️⃣ All the Links Mentioned in this Video #️⃣My conversation with Alexander's VC investor: https://smartlink.ausha.co/dont-waste-water/s10e16-the-secret-formula-for-profit-in-water-tech-ventures-tom-ferguson-s-unfair-advantageMy breakdown of 2024's Water Tech Investment Landscape: https://youtu.be/EqQwOC-ys4cFLocean's website: https://www.flocean.green/🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 In This Week's Episode01:34 An interesting Investment Coincidence?04:01 FLocean's Innovative Approach to Desalination06:43 Technical Insights into Subsea Desalination11:08 Challenges and Market Opportunities23:29 First Commercial References30:36 Business Model and Economic Considerations38:08 Funding and Prospects45:28 Rapid Fire QuestionsAbout this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted by Ausha. See ausha.co/privacy-policy for more information.

01-15

51:04

What's to learn from 2024's pivotal water tech investment year? Let's find out! ➡️ Download the (Free, no strings attached) infographic: https://www.dropbox.com/scl/fi/vngynn1tc9vce8pzjsnds/7-Must-Know-Water-Tech-Trends-For-Investors-Infographic.pdf?rlkey=313r4mwyx3hsl751tmymdjuqk&st=m7zvchez&dl=0 👍 If it's of value to you, make sure to like and subscribe! #️⃣ All the Links Mentioned in this Video #️⃣ 2023's Part One: https://www.youtube.com/watch?v=aCfcigu_oPQ Lithium's Water Impact: https://www.youtube.com/watch?v=x3bMCdZj760 My 2023 interview with Tom Ferguson: https://www.youtube.com/watch?v=4g-8j8ulWNA Salinity Solutions - SQM's portfolio company: https://www.youtube.com/watch?v=EoW9QggUk-Q 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water 👋 SOCIAL MEDIA 👋 LinkedIn: https://www.linkedin.com/in/antoinewalter1/ ⏰ TIME CODES ⏰ 00:00 Introduction 01:05 1 - The Billion Dollar Wave 02:41 2 - The 4 Hidden Champions 07:23 3 - The New Money Rush 13:01 4 - America's Grip Loosens 14:31 5 - The Real Pricetags 16:02 6 - Where Are The Exits? 22:48 7 - The Survival Timeline In this detailed analysis, I look up the transformative trends in Water Tech investment for 2024, highlighting a significant influx in investing but also a high dropout rate of investors. I track investment patterns over the past seven years, noting a dramatic rise in the amount invested and the number of deals made. I investigate 6 categories and 24 subcategories, identifying top investment areas and key players. I also explore the geographic distribution of investments, the proprietary nature of certain investors, and future projections for Water Tech exits and growth - together with Tom Ferguson (Burnt Island Ventures) and Clayton MacDougald (Emerald Technology Ventures).Hosted by Ausha. See ausha.co/privacy-policy for more information.

01-08

24:09

As 2024 wraps up, the water sector is buzzing with unprecedented opportunities. In this special episode, 20+ visionary water leaders share their most powerful insights on how to capture the next wave of innovation and growth in water tech!🎯 Unlock the success patterns behind water tech's biggest wins in 2024 💡 Get insider knowledge on where smart money is flowing in water for 2025 💰 Learn why water is becoming the next frontier for climate tech investorsFrom breakthrough water technologies to game-changing investment strategies, this episode distills years of wisdom from the industry's brightest minds. Featuring exclusive insights from successful founders, innovative water entrepreneurs, and visionary leaders who are transforming the water sector.🎯 Subscribe now to join my community of forward-thinking water leaders. That's the best way never to miss these weekly discussions on water innovation, tech breakthroughs, and investment opportunities that are shaping our water-positive future!Hosted by Ausha. See ausha.co/privacy-policy for more information.

12-25

36:10

🌊 Think Lithium Mining Wastes Water? Think Again! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/#️⃣ All the Links Mentioned in this Video #️⃣Eramet's DLE project in Centenario: https://www.eramet.com/en/activities/lithium/My review of Veolia's Deep Dive (that discusses the Eramine DLE project): https://youtu.be/LKcUoTlMmdcThacker Pass Project by Lithium Americas with AquaTech International: https://lithiumamericas.com/thacker-pass/overview/default.aspxMy exploration of Salinity Solution's batch RO: https://youtu.be/InWaoDkVLNcMy conversation with Evove (Membrane-based DLE): https://smartlink.ausha.co/dont-waste-water/s9e7-how-to-eradicate-dead-zones-cut-energy-needs-by-80-and-double-lithium-selectivityMy conversation with EnergyX (Ion Exchange-based DLE): https://smartlink.ausha.co/dont-waste-water/s9e5-the-game-changing-company-with-60-patents-that-s-disrupting-the-battery-industryMy conversation with Adionics (Solvent Extraction-based DLE): https://smartlink.ausha.co/dont-waste-water/s11e11-how-adionics-took-a-bold-stand-in-the-competitive-dle-landscape🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcastMain Channel: @AntoineWalterDWWSmartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/👋 SOCIAL MEDIA 👋Instagram: https://www.instagram.com/dwwpodcast/ Twitter: https://twitter.com/AntoineWalter7🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 The Lithium Water Crisis02:22 The Water Impact of Spodumene & Evaporation Ponds03:56 DLE is a "special animal"06:43 Brine is NOT water10:38 Getting to Eramet's DLE Plant12:18 Eramet's approach to DLE13:47 Where and How to Water Optimize?17:32 Zooming Out#LithiumMining #WaterTechnology #CleanTechAbout this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.

12-18

18:44

📌 Growing Water with Botanical Water Technologies - A Revolutionary Approach to Water Scarcity! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Botanical Water Technologies: https://www.wegrowwater.com/ Their partnership with Microsoft: https://www.wegrowwater.com/post/microsoft-growing-water-for-india Terry Paule's LinkedIn: https://www.linkedin.com/in/terry-paule/ 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 👋 SOCIAL MEDIA 👋 Instagram: https://www.instagram.com/dwwpodcast/ Twitter: https://twitter.com/AntoineWalter7 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Introduction 01:54 AI's Water Consumption 04:49 Growing Water 08:14 The Journey of Botanical Water Technologies 17:57 Building the Botanical Water Exchange 21:26 The Role of Blockchain in Water Management 37:37 Defining Water Impact Standards 39:13 Implementing Water ATMs in Nagpur 43:13 Future of Water Technology 46:07 Commercialization and Scaling Up 51:16 Fundraising and Investment Strategies 01:01:29 Rapid Fire Questions#WaterInnovation #WaterTech #SustainableWater 📝 IN THIS WEEK'S EPISODE 🌱 The groundbreaking technology behind extracting drinking water from fruits and vegetables, and how it's revolutionizing water access 💧 How Botanical Water Technologies transforms industrial food processing waste into premium drinking water through their innovative Water Harvest Units 🤝 The strategic partnership with Microsoft and the game-changing project delivering 60 million liters of water to communities in Nagpur, India 🔗 The development of the Botanical Water Exchange platform powered by blockchain technology to connect water producers with communities in need 💫 The ambitious vision to scale from 14 to 200 water harvest units by 2025, bringing sustainable water solutions worldwide About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this episode is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.

12-04

01:05:58

🌊 Direct Air Carbon Capture AND Water Production? The unlikely duo revolutionizing climate action!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/#️⃣ All the Links Mentioned in this Episode #️⃣• Capture 6: https://capture6.com• Frontier Climate: https://frontierclimate.com/• Palmdale Water District (Project Monarch partner): https://www.palmdalewater.org/• California Energy Commission (Grant provider): https://www.energy.ca.gov/• Elemental Impact/Elemental Accelerator (Investor & incubator): https://elementalimpact.com/elemental-impact/• My (quite old, sorry!) conversation with with Kim Baker from Elemental Excellerator (at the time): https://smartlink.ausha.co/dont-waste-water/s2e4-how-to-be-a-beacon-and-trigger-1-5-billion-new-funding-as-a-fearless-nonprofit🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/👋 SOCIAL MEDIA 👋 Instagram: https://www.instagram.com/dwwpodcast/Twitter: https://twitter.com/AntoineWalter7🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Introduction 01:56 Elon Musk's XPRIZE and Carbon Capture 04:27 Introducing: Luke Shors08:03 Combining Carbon Capture with Water Scarcity Solutions 17:19 Technical Aspects of Capture6's Process 23:32 Project Monarch: A Case Study 34:24 Global Projects and Future Plans 38:13 Business Model and Financing 42:20 Carbon Credits and CDR 46:16 Future Goals and Regulatory Impact 53:08 Rapid Fire Questions#DirectAirCapture #WaterTech #CleanTech📝 IN THIS WEEK'S EPISODE🔬 How Capture 6 transforms salt into a revolutionary carbon capture solution while producing fresh water🌐 The ambitious roadmap across three continents: Project Monarch (US), Project Wallaby (Australia), and Project Octopus (Korea)💡 Why turning brine management from a cost center into a carbon removal opportunity could be key to scaling water treatment💰 How tax credits, government support, and innovative business models are making carbon removal viable🤝 The critical importance of finding the right project partners and investors in the challenging cleantech landscapeHosted by Ausha. See ausha.co/privacy-policy for more information.

11-27

01:05:20

We treat water with oil - true story! Coagulants and Flocculants used in wastewater treatment are oil-based and often feature Polyacrylamide (or PAM). But there's no other way around, right? Well, there's one, and it looks (very!) promising. Wanna find out? Listen to this! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ My conversation with Gingko Bioworks: https://smartlink.ausha.co/dont-waste-water/s10e9-coding-the-future-ginkgo-bioworks-synthesis-of-biology-and-technology My Growth Story with MembrIon: https://www.youtube.com/watch?v=jPlXltrIvWU Talk with Amielle on LinkedIn: https://www.linkedin.com/in/amiellelake/ ... or per email: amielle@carbonet.com 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 In This Week's Episode 03:55 Carbonet's Journey 15:46 The Big Spring Show 19:12 Building an Empire 28:23 Exploring Business Models 34:23 Advanced Material Technology and AI 37:41 Commercialization and Future Plans 41:24 Women's Equity Lab and Investment 44:01 Rapid Fire Questions #WaterChemicals #ScaleUp About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this podcast is for you.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 🎙️ PODCAST 🎙️ Website: https://dww.show/podcast/ Smartlink: https://smartlink.ausha.co/dont-waste-water 👋 SOCIAL MEDIA 👋 LinkedIn: https://www.linkedin.com/in/antoinewalter1/Hosted by Ausha. See ausha.co/privacy-policy for more information.

Georg Fischer (or GF) just announced that it divested its Machining Solutions arm for about 650 million Swiss francs to United Grinding Group and evaluated strategic options to do the same with its Casting Solutions division. Said differently, GF fully embraced its new trajectory: becoming a Water and Flow solutions company, with, on top of this, the ambition to become the World leader at that (starting from number two).Here's what I discussed with Mads:Why are companies like GF pivoting entirely toward water solutions?How does a traditional industrial company make a leap into sustainable infrastructure?Can the water market really sustain 8% growth?How do acquisitions fit into GF’s $5 billion revenue goal?What makes water infrastructure a smart investment right now?How can investing in water align with sustainable goals?What’s the "ketchup effect" in mergers and acquisitions?If you want to follow up with Mads, reach out to him on LinkedIn: https://www.linkedin.com/in/madsjoergensen/Key IdeasStrategic Shift in Water Sector: GF divested its machining solutions and plans to exit its casting solutions divisions to focus on water-related products. This pivot, welcomed by the market, positions GF as a pure-play water and flow solutions company in response to global water scarcity concerns, increasing the attractiveness of water infrastructure investments.Acquisition of Uponor: GF’s recent 2.1 billion CHF acquisition of Uponor bolstered its presence in piping systems and set the foundation for a focus on water solutions. GF sees Uponor as essential to consolidating its market position and is pursuing acquisitions in similar companies to reach its revenue goal of 5 billion CHF by 2030.Market Fragmentation and M&A Strategy: The water market's fragmentation offers GF a path to scale rapidly through strategic acquisitions of companies between $75 million to $125 million, quickly integrating them to build a resilient, scalable business. This acquisition approach aims to make GF the market leader by capitalizing on economies of scale but mostly scope.Sustainable Investment Appeal: With investors increasingly focused on environmental impact, GF’s shift aligns with sustainability and long-term profitability. Mads Joergensen highlights how water infrastructure is crucial for economic stability and environmental health, positioning GF as a high-impact investment opportunity that appeals to both financial and environmental investors.Global Expansion Plans: GF is aiming for geographic diversification with a balanced presence across the U.S., Europe, and Asia. This global reach, coupled with sector diversification across building, industrial, and infrastructure flow solutions, offers resilience and positions GF to capitalize on the growing global water market.Challenges and Caution in Water Innovation: Water technology has long development cycles, sometimes taking decades to reach market maturity. GF’s approach focuses on proven technologies and scalable solutions, reducing exposure to riskier, early-stage innovations.Hey, and for the sake of full disclosure: this is NOT a sponsored episode (at all), but GF happens to be my employer when I'm not running this podcast 🙂Hosted by Ausha. See ausha.co/privacy-policy for more information.