Why Are Water Testing Methods Dangerously Outdated - And What's the Fix?

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ORB is a water tech company revolutionizing water testing through real-time microbial detection. Using inline deep UV spectroscopy sensors, ORB delivers continuous monitoring that's 1,700 times faster than traditional plate count methods (thus replacing the century-old three-day lab test) with instant insights that protect public health.



Lorenzo Falzarano is a serial entrepreneur and the founder and Chief Scientist of ORB, bringing over two decades of experience building impact-driven technology companies, including a successful solar venture that sold through Apple stores worldwide, and has partnered with NASA on space station water monitoring systems.



🌶️ KEY SPICES 🌶️

🔬 Rapid Microbiology at Light Speed — Water testing results in one second versus three days, using photon-counting detectors that measure microbial fluorescence at the molecular level without reagents or consumables.

🎯 Cold Case Solver — 70% of water quality failures go unexplained; ORB's intelligence platform uses pattern matching and fingerprint signatures to identify root causes that traditional water testing misses.

⚡ Non-Invasive Innovation — Unlike enzymatic or flow cytometry methods, ORB's water tech requires no chemicals, no sample preparation, and no maintenance—just plug-and-play deployment in drinking water networks.

💧 Real-Time Risk Prevention — Catches failing ozone dosing, chlorine systems, and contamination events before they become regulatory violations—helping UK utilities avoid millions in bacteriological fines.



🥜 IN A NUTSHELL 🥜

Why is traditional water testing fundamentally broken? The plate count method takes three days, captures less than 1% of microbes, and forces utilities to run on "maximum everything" because they're operating blind.

How does ORB's rapid microbiology approach work? Deep UV light causes microbial cells to fluoresce; photon-counting detectors measure this at the molecular level, delivering instant counts without destroying the sample.

What separates ORB from other water tech solutions? ORB used deep neural networks to identify minimum wavelengths needed, then hyper-optimized hardware for drinking water—achieving 400x more sensitivity than lab spectrometers.

Can this water testing method distinguish live from dead bacteria? Yes—dying and dead cells produce different spectral signatures, addressing concerns about counting chlorine-killed cells.

What's the business model? ORB sells insights through CapEx, OpEx, or hybrid models—deployed across UK and European utilities with NASA validation and third-party certifications.



#️⃣ Mentioned Links #️⃣

ORB Monitor: orbmonitor.com [http://orbmonitor.com]

Lorenzo's LinkedIn: https://www.linkedin.com/in/lorenzo-falzarano/




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Why Water Testing Methods Are Dangerously Outdated (w. Lorenzo Falzarano - Orb)

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?
More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show



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H2O Innovation is a Quebec-based water solutions company founded in 2000. Through strategic M&A, it evolved from a membrane filtration startup into a diversified platform with four pillars: systems, specialty chemicals, operations & maintenance, and water infrastructure development—with the mission to Simplify Water.


Guillaume Clairet is COO at H2O Innovation and GP at the Cycle H2O fund, with 20 years steering the company's M&A-driven transformation from startup through 18+ acquisitions to a private equity-backed platform targeting $1 billion by 2030.



🌶️ KEY SPICES 🌶️

🔧 Four integrated pillars—systems, chemicals, O&M, and water infrastructure development—enable full lifecycle customer relationships from CapEx through recurring revenue

📈 Proven M&A machine with 90%+ acquisition success rate versus the industry standard where two-thirds of deals fail

🌍 Global distribution network serving OEMs across Turkey, Peru, Chile, and Australia with specialty chemicals and components

💧 Water reuse leadership through the Water Infrastructure Development division offering turnkey solutions with no upfront capital under long-term contracts

🤝 Patient private equity partnership with Ember Capital allowing accelerated growth while preserving management continuity and institutional investor alignment



🥜 IN A NUTSHELL 🥜

How did H2O Innovation transform from a startup to a platform company? Starting as a membrane filtration technology company in 2000, H2O Innovation strategically shifted focus from pure CapEx sales to recurring revenue streams by acquiring specialty chemicals companies PWT and Genesis, then rolling up five O&M contractors across North America.

What makes their acquisition strategy different? Rather than relying on investment banking processes, H2O Innovation sources most deals directly through trade shows, customer networks, and industry relationships—prioritizing cultural fit, synergy validation, and fair valuations over competing in auctions.

What changed after Ember Capital's take-private transaction? The 2023 privatization brought renewed appetite for bigger swings and faster decision-making while preserving continuity through existing institutional investors CDPQ and IQ rolling over their stakes alongside management remaining invested.

What is the Water Infrastructure Development pillar? Acquired through NextEra Distributed Water, this fourth pillar offers industrial and institutional clients turnkey water reuse solutions where H2O Innovation finances, builds, owns, and operates decentralized treatment systems under 30-35 year contracts.

Where is H2O Innovation heading by 2030? The company targets over $1 billion in revenue through continued tuck-in M&A, exponential growth in water processing agreements, and geographic expansion.


#️⃣ Mentioned Links #️⃣

H2O Innovation: https://www.h2oinnovation.com

Ember Capital Management https://ember-infra.com/


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25 Years of Acquisitions Built This Water Tech Powerhouse [M&A]

How is Cycle H2O (a new Water VC) De-Risking Early Stage Water Tech Investment?

More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show



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Cycle H2O is a Canadian water-focused venture capital fund investing $500K-$2M checks in early-stage water technology companies. The fund targets 12 portfolio companies across industrial, municipal, and agricultural water sectors with $30 million ready to deploy.

Simon Olivier is a senior partner at Cycle Capital and head of the Cycle H2O Water Fund, bringing 30 years of corporate experience, including building GE's renewable energy business from the ground up, acquiring Enron's wind assets in 2001, and now applying energy sector investment lessons to water tech & the water VC field.



🌶️ KEY SPICES 🌶️

🔬 Three-headed de-risking structure: Cycle Capital brings VC management expertise, H2O Innovation provides market intelligence across 75 countries, and the fund team delivers strategic guidance as a "copilot investor"

⚡ Energy-to-water playbook: 30 years of renewable energy experience reveals water tech is following the same arc—but with higher stakes since water has no substitute

💼 Business continuity focus: Invests in B2B solutions where industrial users pay for water efficiency because it directly impacts their bottom line, not just compliance

🎯 Exit-first valuation: Maps potential exits before cutting checks to avoid down rounds—seeking the "Goldilocks valuation" where both founder and investor stretch

🌍 Impact without compromise: Treats environmental and financial returns as inseparable, positioning water as a strategic business asset rather than a feel-good cause



🥜 IN A NUTSHELL 🥜

Why focus on early-stage water tech? The greatest impact and value creation happens early, but the risk is high—hence the unique fund structure with strategic partners who provide due diligence support and accelerate time-to-market for portfolio companies.

How do you compress the industry's notorious 12-16 year adoption cycle? By investing in companies addressing urgent market fundamentals like the Legionella detection company Bio Alert, and leveraging H2O Innovation's global network to fast-track pilots and distribution partnerships.

What makes a quick "no" for investment? Missing barriers to entry like IP, undifferentiated "me-too" products, no clear roadmap to monetization, or incomplete founding teams—though exceptional strength in one area can offset weakness in another.

Why avoid policy-dependent business models? Regulations change overnight; instead, the water VC targets industrial users where water efficiency drives business survival, making adoption a financial imperative rather than a compliance checkbox.

What returns can water tech deliver? The fund targets 10x returns as achievable across the portfolio, expects two to three zeros from twelve investments, and bets that rising water scarcity will drive up valuations as water becomes properly priced as a finite resource.



#️⃣ All the Links Mentioned in this Video #️⃣

https://cyclecapital.com/en/cycleh2o/

https://www.linkedin.com/in/simon-olivier-p-eng-mba-3560b04/


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The Future of Water Tech VC: Why Specialists Are Finally Emerging.

What Wastewater Products Can You Actually Buy for Christmas?



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⬇️ IN THIS VIDEO ⬇️

This special episode showcases 17 commercially available products made from recycled wastewater, desalination brine, and industrial water byproducts. From ski resort snow to table salt, beer to bourbon, cosmetics to clothing, these items prove that circular water economy isn't just theory—it's hitting store shelves as legitimate luxury goods and everyday essentials.



🌶️ KEY SPICES 🌶️

🎿 Big Sky Resort now makes artificial snow from recycled village wastewater using Montana's largest zero liquid discharge system

🧂 Desalination brine transforms into gourmet table salts and superfood ingredients instead of marine discharge

🍺 Reused wastewater beer, rainwater whisky, and coffee-waste vodka prove beverage innovation is real

👖 Jeans from Everlane and Triarchy achieve 95-98% water recycling through closed-loop finishing

🧴 L'Oreal's Burgos "waterloop factory" reuses 100% of process water for Kerastase production

🧪 Hungarian startup Cycle ferments sewage sludge into bio-acid cleaners shipped worldwide



🥜 IN A NUTSHELL 🥜

Can you really eat products from desalination waste? Aqualia's Alma de Mar table salts and UAE-grown Salicornia demonstrate that brine valorization creates food-safe, even gourmet products through controlled crystallization and aquaponic farming.



How are beverage companies using wastewater? H2O Innovation, Epic Cleantec, and Singapore's NEWBrew produce beers from purified wastewater, while Good Vodka upcycles 15 million tons of annual coffee cherry waste and Old Humble proofs whisky with collected Texas rainwater.



What makes water-smart clothing different? Everlane's Saitex partnership recycles 98% of process water, Triarchy replaces chemical bleaching with ozone, and Girlfriend Collective turns plastic bottles into sportswear while capturing microplastics.



Which home products close the water loop? Porcelanosa ceramics operates zero liquid discharge, EnviroCopy paper circulates water 30 times per production cycle, and Vuna's Aurin turns urine into nitrogen fertilizer now scaling across Europe.



⏰ TIME STAMPS ⏰

00:00 17 Wastewater Products

00:17 Big Sky Montana

04:31 Alma de Mar

06:12 Salicornia

07:49 Tasting

09:34 They almost made it...

10:31 H2O Innovation Pale Ale

12:43 Good Vodka

14:24 Old Humble Special Reserve

16:16 Naif Face Scrub

18:27 Kerastase by l'Oreal

20:09 Everlane Jeans

22:29 Triarchy Jeans

23:38 Girlfriend Collective Tank Top

25:07 Himba Fish Cuff

25:32 Innorecycling Water Can

25:59 Aurin by Vuna

27:31 Porcelanosa Tiles

28:56 Sustana Enviro Copy

30:15 Cycle Biocleaners

32:02 Test Results

33:03 An Epic Surprise...


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Would You Gift Sewage for Christmas?

How Will Ovivo Rebuild to Full Size in 10 Years After the Ecolab Deal?


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⬇️ IN THIS EPISODE ⬇️

Ovivo is a global water treatment technology provider entering a transformative new chapter after spinning off its electronics division to Ecolab for $1.8 billion. Under Ski on Water's ownership, Ovivo is now positioning itself for aggressive growth through industrial expansion, silicon carbide membrane innovation, and PFAS destruction capabilities across North America and Europe.



This episode features Reinhard Hubner, CEO of SKion Water with years of water industry M&A experience; Elena Bailey, Director at Ovivo North America with decades of experience in water technology who joined through an acquisition in 2006; Mike Snodgrass, membrane technology specialist with 25+ years experience including hands-on polymeric membrane development; and Sebastian Andreassen, co-founder and leader of Ovivo's Cembrane silicon carbide membrane manufacturing operations with facilities in Denmark and Texas.



🌶️ KEY SPICES 🌶️

🔬 Silicon carbide membranes deliver breakthrough flux rates at low pressure with hydrophilic, chemically inert properties that outperform polymeric alternatives

💧 Double-digit percentage R&D investment funds innovation without a centralized research department—product managers drive patented solutions

🏭 European industrial expertise from a decade of experience in operations transfers directly to North American expansion through people-first integration

⚗️ PFAS destruction technology from E2Metrix leverages existing municipal customer relationships for rapid market entry

🤝 Long-term ownership culture keeps acquired company founders engaged for 7-9+ years post-acquisition



🥜 IN A NUTSHELL 🥜

What is the 10-year vision for Ovivo? SKion Water plans to rebuild Ovivo to its pre-transaction size through industrial platform acquisitions in North America, silicon carbide membrane scaling, and PFAS treatment commercialization.

Why focus on industrial water treatment? Municipal operations run independently with proven teams, while industrial requires European expertise transfer and platform acquisitions to replicate the 350 million euro success achieved through EnviroChemie.

How does Cembrane's silicon carbide differentiate? Unlike polymeric membranes, silicon carbide is hydrophilic, extremely porous, and chemically inert—enabling applications in drinking water, sand filter replacement, and backwash recovery that competitors cannot match.

What are the capacity expansion plans? Cembrane's manufacturing will increase 50% in 2026 and double by 2027, with Texas production providing tariff protection and BABA compliance for North American municipal projects.

Where does PFAS fit the strategy? E2Metrix destruction technology pairs with existing SSE membrane installations at water plants, creating bundled solutions that leverage Ovivo's installed base relationships with municipal customers.



#️⃣ Mentioned Links #️⃣

Ovivo's website: https://www.ovivowater.com/en/

My WEFTEC coverage: https://www.youtube.com/watch?v=ZAb9bDjpOsE


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Ovivo's Bold Vision: Back to Full Size in One Decade!

How Is Aqua Membranes Scaling 3D-Printed Water Membranes Spacers from Garage Startup to 200,000 Square Foot Manufacturing Facility? Let's find out!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/



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⬇️ IN THIS VIDEO ⬇️

Aqua Membranes manufactures reverse osmosis membrane elements with 3D-printed spacers that reduce energy consumption and pressure drops in industrial water treatment across mining, semiconductor, and beverage sectors. Founded 15 years ago by Rodney Herrington in his garage, the water membranes company now operates from Albuquerque and a new 200,000-square-foot Knoxville facility led by CEO Craig Beckman and CTO CJ Kurth.



🌶️ KEY SPICES 🌶️

🖨️ Proprietary 3D printing technology creates Fibonacci spiral-patterned spacers that optimize fluid flow and reduce fouling compared to traditional mesh spacers found in water membranes

⚡ Energy efficiency gains through reduced pressure drops enable customers to lower operating costs and extend cleaning cycles in reverse osmosis systems

🏭 Vertical integration strategy from material science through full element manufacturing de-risks technology adoption for major water membranes manufacturers

🎯 Strategic customer validation from Fortune 500 companies including Coca-Cola, Micron Technology, and exclusive distribution partnership with Osmo Flow in Australia

📈 Scalable manufacturing platform with capacity for 25,000 elements annually in current configuration and 9x expansion potential in the Knoxville facility



🥜 IN A NUTSHELL 🥜

Why can't Aqua Membranes just license their spacer technology to major water tech manufacturers? The membrane industry requires extensive real-world validation before adopting new materials, forcing innovators to manufacture complete elements at a commercial scale before established players will consider licensing.

What makes 3D-printed spacers superior to traditional mesh? The Fibonacci spiral pattern eliminates straight-line flow channels that cause fouling, while UV-cured polyacrylate provides precise control over channel geometry for customized applications.

How did Aqua Membranes choose Knoxville for manufacturing expansion? After evaluating 20 U.S. and Mexican locations, they selected Knoxville for its business environment, educational resources, and capacity to support 95 jobs with multi-shift expansion potential.

What role does Albuquerque play now that Knoxville is operational? Albuquerque transitions to R&D, focusing on co-creation with customers, testing new patterns and applications, including gas separation, while maintaining identical equipment to troubleshoot production issues.

When will the new printing technology become available? The second-generation process moves to Knoxville in March 2025, with commercial launch targeted for late 2026, offering faster speeds, improved tolerance, and lower costs.



#️⃣ Mentioned Links #️⃣

 * Aqua Membranes [https://aquamembranes.com/]

 * Osmoflo [https://osmoflo.com/]




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What Happens When You Build a Water Membranes Factory Just to Prove a Point?

Can Cloud Harvesting Revolutionize Water Production? A Deep Dive into AirHES Technology



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⬇️ IN THIS EPISODE ⬇️

AirHES is a proposed atmospheric water harvesting technology that uses aerial collection systems (kites or balloons) with specialized mesh to capture cloud droplets. The collected water flows down through hoses, generating both pressurized freshwater and hydropower from the natural pressure head, claiming to potentially deliver the cheapest water and electricity on Earth.



This episode features my rigorous "10th man doctrine" analysis—applying contrarian due diligence to unconventional water technologies—drawing from my 15 years in the water and wastewater industry, including experience evaluating emerging technologies from desalination to atmospheric water generation.



🌶️ KEY SPICES 🌶️

☁️ Cloud-level water capture using proven fog collection mesh technology with documented efficiencies from existing literature

💧 Dual revenue streams from both freshwater production (modeled at $0.10-0.21/m³) and hydropower generation from vertical pressure head

🎯 Potential niche applications for remote, cloudy, inland communities needing 10-200 m³/day where traditional desalination faces infrastructure challenges

🔬 Rigorous physics-based analysis revealing realistic costs of $0.30-0.60/m³ after accounting for downtime, maintenance, and operational constraints

⚖️ Technology requires overcoming complex engineering trade-offs between pipe weight, friction losses, buoyancy, wind loading, and airspace regulatory hurdles



🥜 IN A NUTSHELL 🥜

Does the technology actually work? The mesh physics and fog collection principles are sound and well-documented, but cloud-level capture efficiency, uptime, and real-world performance remain unproven until multi-month instrumented pilots are conducted.

What are the biggest technical challenges? Running kilometers of pressure hoses vertically requires solving complex trade-offs between pipe weight, friction losses, buoyancy, wind loading, and material costs—issues that significantly impact economic viability.

Where could AirHES actually succeed? The technology shows promise for remote, persistently cloudy inland communities far from coastlines, mining camps at elevation, and island interiors where traditional reverse osmosis faces permitting barriers or extreme infrastructure costs.

Is the electricity generation worthwhile? Power output represents only ~8% of revenue in AirHES's own models, with typical systems generating just 2-3 kW—barely enough to power a hair dryer—making it more of a distraction than a selling point.

Why pursue weird ideas like this? Taking unconventional technologies seriously, even when flawed, expands the "adjacent possible" in water innovation, generates valuable insights, and prevents the sector from getting trapped optimizing only conventional solutions like reverse osmosis.



#️⃣ Mentioned Links #️⃣

 * AirHES [https://airhes.com/] Technology

 * Packy McCormick's "Not Boring" newsletter [https://www.notboring.co/]

 * Send me your ideas: antoine@dww.show




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The Most Ridiculous Water Technology I've Ever Analyzed (it was worth it!)

How Does Water-as-a-Service Drive Billion-Dollar Exits in Infrastructure Investment?



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⬇️ IN THIS VIDEO ⬇️

Seven Seas Water Group is a vertically integrated water infrastructure platform that designs, builds, finances, operates, and maintains water and wastewater treatment facilities under long-term service agreements. The company recently completed a successful exit from Morgan Stanley Infrastructure Partners to EQT Infrastructure, operating over 210 water-as-a-service contracts across the Caribbean and United States with particular expertise in brackish water desalination and decentralized treatment systems.



Henry Charrabe is the CEO of Seven Seas Water Group who led the company through a successful four-year transformation and exit, previously serving in executive roles at Fluence Corporation, and is recognized for pioneering the application of water-as-a-service business models in US municipal and industrial markets.



🌶️ KEY SPICES 🌶️

💰 Vertically integrated platform - Seven Seas handles design, engineering, financing, construction, and operations in-house, eliminating margin stacking for lower costs and faster execution than multi-partner competitors

⚡ Proven track record at scale - 210+ active water purchase agreements with 15-30 year terms demonstrate repeatable success new entrants cannot easily replicate

🔄 Patient capital meets expertise - The exit proves infrastructure investors holding 4+ years combined with deep water knowledge generate exceptional returns in underinvested US infrastructure

📊 Public vs private dynamics - Public water equities offer lower risk and liquidity; private funds deliver superior returns for patient capital—both forming a necessary growth ecosystem



🥜 IN A NUTSHELL 🥜

Why is water-as-a-service winning? Performance-based contracts align incentives—investors only get paid when delivering contracted water quality and quantity.

What makes the US market attractive? Massive infrastructure underinvestment, creditworthy municipal off-takers, and decentralized systems create exceptional deployment opportunities.

How do private and public returns differ? Private water investments achieve 10x returns with patient capital, while public equities deliver 14-15% annually with lower risk and immediate liquidity.

Why fewer IPOs today? Cyclical markets favor private-to-private exits when strategic buyers offer better valuations than public market multiples.

What's the biggest opportunity? Reducing waste beats new supply—California loses 32% to inefficiencies, making conservation more economically attractive than desalination.



#️⃣ Mentioned Links #️⃣

Seven Seas' website [https://sevenseaswater.com/]

Loughlin Water Partners [https://www.linkedin.com/company/loughlin-water-partners-lp/about/]

Orange Ridge Capital [https://orangeridgecapital.com/]

Robin Castelli's book [https://www.wiley.com/en-us/Principles+of+Transition+Finance+Investing%3A+Finding+Alpha+in+a+World+Adapting+to+Climate+Change-p-9781394351749]



⏰ TIME CODES ⏰

00:00 Live from NYC's Climate Week

04:00 Henry Charrabé (Seven Seas Water)

25:49 John Rosenberg (Loughlin Water Partners)

40:08 Robin Castelli (Orange Ridge Capital)

50:01 Closing


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S13E13 - What Does a Billion-Dollar Exit Really Look Like?

🤔 What Happened to Source Global's Water-from-Air Technology?



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SOURCE (formerly Zero Mass Water) produced drinking water from air using solar-powered Hydropanels.

Founded in 2015 by Cody Friesen, it raised $270 million, becoming one of water tech's most-funded companies.



🥜 IN A NUTSHELL 🥜

What was Source Global's core technology? Solar-powered Hydropanels that extract drinking water from atmospheric humidity, requiring no electrical or water infrastructure.

Why did the company fail despite massive funding? Ran out of cash after failing to raise funds, faced major quality issues from Malaysian manufacturing, and had unsustainable costs versus traditional water delivery.

What were the main product problems? High failure rates within 2-3 years, frequent fan and battery breakages, and warranty quietly reduced from 10 to 5 years.

Did Source attempt a business pivot? Acquired Proud Source Water and launched Sky Water, building Hydropanel farms to produce canned atmospheric water at scale.

What remains of Source Global today? The founder and executives left in early 2025. Hydropanels and Sky Water are out of stock, but the acquired Proud Source Water business continues operating.



#️⃣ Mentioned Links #️⃣

SOURCE's SEC filings [https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001644099&type=&dateb=&owner=exclude&count=100**%5B4] (over the years):

Source on Glassdoor [https://www.glassdoor.ca/Reviews/SOURCE-Global-Reviews-E5644207.htm?filter.iso3Language=eng]

Source's troubles in Allensworth [https://sjvwater.org/allensworth-residents-feel-abandoned-by-company-that-makes-water-out-of-thin-air/]

My own interview with Source, four years ago [https://dww.show/expensive-heavy-but-desperately-needed-is-source-the-future-of-drinking-water/]

Source's website [https://source.co/] (still active)

Cody Friesen's LinkedIn [https://www.linkedin.com/in/codyfriesen/] profile

Proud Source Water's website [https://proudsourcewater.com/]

The Marianna Hydropanel Farm on Google Maps [https://www.google.com/maps/place/3304+Jacob+Rd,+Marianna,+FL+32446,+USA/@30.8871228,-85.3318604,3a,89.5y,336.88h,87.96t/data=!3m7!1e1!3m5!1sicHLZt3xPTQAxTqhWPALSQ!2e0!6shttps:%2F%2Fstreetviewpixels-pa.googleapis.com%2Fv1%2Fthumbnail%3Fcb_client%3Dmaps_sv.tactile%26w%3D900%26h%3D600%26pitch%3D2.041510427420164%26panoid%3DicHLZt3xPTQAxTqhWPALSQ%26yaw%3D336.8840838761453!7i16384!8i8192!4m13!1m7!3m6!1s0x8892e13957701bdd:0xc5aa4b0c945517c4!2s3304+Jacob+Rd,+Marianna,+FL+32446,+USA!3b1!8m2!3d30.8871139!4d-85.3336944!3m4!1s0x8892e13957701bdd:0xc5aa4b0c945517c4!8m2!3d30.8871139!4d-85.3336944?entry=ttu&g_ep=EgoyMDI1MTAxMy4wIKXMDSoASAFQAw%3D%3D]

Thunderf00t's original video [https://www.youtube.com/watch?v=vc7WqVMCABg]


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SPECIAL: How SOURCE Lost Everything in Just 12 Months

How Do 32+ Electrochemical Water Oxidation Technologies Compete for PFAS Destruction Market Share? Listen to this!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/



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How Do 32+ Electrochemical Water Oxidation Technologies Compete for PFAS Destruction Market Share?

Electrochemical Water Oxidation is an emerging treatment technology that uses electrical current to break down persistent contaminants like PFAS in industrial wastewater. With 32 identified companies developing proprietary systems—17 specifically targeting PFAS destruction—this crowded market represents both intense competition and strong validation of a rapidly growing industrial need.



Antoine Walter is a water technology analyst and podcast host who has interviewed nine electrochemical oxidation companies, conducted comprehensive market research across 32 players in the space, and provides strategic insights for entrepreneurs, investors, and water industry executives navigating this competitive landscape.



🌶️ KEY SPICES 🌶️

⚡ Power Density Range: Technologies span three orders of magnitude (100-10,000+ A/m²), with higher densities potentially enabling more compact treatment systems

💎 Electrode Materials: Boron-Doped Diamond (33%) and Titanium suboxide (28%) lead among PFAS-focused companies, with Mixed Metal Oxide dominant overall

🎯 Market Maturity: 53% of PFAS-targeting companies operate at TRL 8 with only two at full commercial deployment (TRL 9)

🧪 Defluorination Proof: Four companies have achieved third-party verified >90% defluorination, with half reporting complete PFAS destruction capabilities

🏭 Minimal Chemistry: 58% operate with minimal chemical addition, and 83% self-clean through electrical reversal or direct capacity



🥜 IN A NUTSHELL 🥜

What's the actual market size? Only an estimated 250 of 10 million global industrial facilities have addressed PFAS in wastewater, with perhaps 24 choosing electrochemical oxidation—creating fierce competition for limited installations.

How do electrode materials differ? Boron-Doped Diamond offers superior performance but higher costs, while Mixed Metal Oxide and Titanium suboxide provide alternatives, with some companies opting for sacrificial anodes to reduce expenses.

What determines system performance? Power density, pH tolerance (46% work at neutral pH), electrode lifetime, and reactor design collectively influence treatment efficiency and operational costs more than any single factor.

Are these technologies deployment-ready? Most companies (TRL 7-9) have moved beyond lab-scale, though only Axine and AECOM have reached full commercial deployment with multiple installations.

What's the investment opportunity? The collective $120M raised across startups represents capital-efficient validation, with regulatory pressure intensifying and the addressable market potentially growing 10x within three years.


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Why 32 Companies Fight Over 24 Electrochemical Oxidation PFAS Destruction Deals

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? Emerging contaminants? Climate Change? Circular Economy? Digitization and Smart Water? 💪 Get the Water Market pulse, for free. In one hour per week, while you do the dishes! 📈 Get inspired by incredible guests, Water Entrepreneurs, Thought Leaders, Book Authors, Scientists, and Investors ➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices 🗓️ Tune in every Wednesday, (don't miss out! 😅) 🌐 Find all the detailed episode notes, interviews, infographics, and more on http://dww.show

Antoine Walter

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