미국의 상하수도 부문은 유틸리티 사업자들이 세대교체를 동반한 투자 사이클을 진행하면서 중요한 시기를 맞이하고 있습니다. 이 사이클은 컴플라이언스 요구사항의 변화, 인구통계학적 변화, 인프라의 노후화로 인해 형성되고 있습니다. 이러한 배경 속에서 시장 진입 기업들은 변동하는 투입 비용, 연방 정부의 자금 지원 지연, 예상되는 규제 강화 등 복잡한 도전에 직면해 있으며, 중요한 서비스 제공을 유지하기 위해 노력하고 있습니다.
본 보고서는 미국의 상하수도 부문에 대한 조사 및 분석을 통해 향후 10년간 어떤 투자가 이루어질지, 어떤 변화가 일어날지, 어떤 이해관계자들이 그 기회를 활용할 수 있는지에 대한 내용을 담고 있습니다.
The U.S. municipal water and wastewater sector stands at a pivotal moment as utilities navigate a generational investment cycle. This cycle is shaped by changing compliance requirements, demographic shifts, and aging infrastructure. Against this backdrop, market participants face a complex landscape of challenges, including volatile input costs, delays in federal funding, and intensifying regulatory expectations-all while striving to maintain critical service delivery.
This 2025-2035 forecast for capital expenditures (CAPEX) focuses on the core infrastructure components of U.S. water and wastewater systems: treatment, pumping, lift stations, and storage assets. The analysis is based on a decade of market intelligence, utility capital budgets, policy tracking, and cost data from all 50 states.
Bluefield's methodology considers key factors shaping utility investments, such as delays in infrastructure funding, cost volatility stemming from tariffs and labor shortages, evolving regulations regarding per-and polyfluoroalkyl substances (PFAS) and resilience, changing demographics, and utilities' ability to deliver capital programs effectively.
Through this lens, this Insight Report offers a grounded, data-driven perspective on a market transitioning from reactive fixes to strategic renewal and optimization. It highlights where investments will likely flow, what is driving these changes, and which stakeholders are positioned to capitalize on opportunities in the coming decade.
Data is a key component to this analysis. Data is a key component to this analysis. Our team has compiled relevant data dashboards.