Insights

 

 

 

For those who want to take a deeper dive into the water sector, this is where we share our thinking, perspectives, and expertise. From industry trends to technical developments and broader market reflections, our Insights page is a place for thoughtful articles that inform, inspire, and reflect our perspective as experts in the sector.

At the End of the Line

At the End of the Line

How being downstream of everyone forced the Netherlands to master water treatment — and why PFAS is the hardest test yet

The Patient Capital Advantage

The Patient Capital Advantage

What four decades of water-technology adoption teach investors about timing, catalysts, and where the real value hides

Beyond Wind and Solar: Why Energy from Water Has Our Attention

Beyond Wind and Solar: Why Energy from Water Has Our Attention

An Aquius Capital perspective on the next phase of the energy transition — the technologies, the policy gap, and what would make this category investable. The energy transition is entering its second phase. The Netherlands is not yet keeping pace. For a decade, the…

Climate Risk Is No Longer Abstract — But Can We Trust the Data?

Climate Risk Is No Longer Abstract — But Can We Trust the Data?

The water sector is entering a new phase. Climate risks such as flooding, drought, and extreme rainfall are increasingly shaping decisions in real estate, infrastructure, and finance. At the same time, questions are growing around the quality and reliability of the…

The world has entered an era of “water bankruptcy”

The world has entered an era of “water bankruptcy”

Not water stress. Not a temporary crisis. But bankruptcy. That is the sobering conclusion of the new United Nations University(UNU-INWEH) Global Water Bankruptcy report (2026). In many river basins and aquifers, decades of over-extraction, pollution and ecosystem…

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