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.

🦄 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.

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-water

Website: 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.

🌊 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-water

Website: 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.

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 lawsuits

Hosted by Ausha. See ausha.co/privacy-policy for more information.

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-advantage

My breakdown of 2024's Water Tech Investment Landscape: https://youtu.be/EqQwOC-ys4c

FLocean'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-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In This Week's Episode

01:34 An interesting Investment Coincidence?

04:01 FLocean's Innovative Approach to Desalination

06:43 Technical Insights into Subsea Desalination

11:08 Challenges and Market Opportunities

23:29 First Commercial References

30:36 Business Model and Economic Considerations

38:08 Funding and Prospects

45:28 Rapid Fire Questions

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.

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.

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 investors

From 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.