미국의 상하수 처리 인프라 설비 투자 예측(2025-2035년)

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.

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Table of Contents

Section 1: Market Drivers and Trends to Watch

• Sizing the U.S. Addressable Market
• Market Challenges and Opportunities
• Historical View of CAPEX vs. OPEX Trends
• Public Spending Sources on Water & Wastewater Infrastructure
• State Revolving Fund (SRF) Program Appropriations over Time
• IIJA Funding Rollout and Status Update
• Utility Capital Improvement Planning Budget Trends
• Ranking Capital Improvement Plan Budgets by Segments
• Drinking Water Needs Survey Categories
• Clean Water Needs Survey Breakdown
• Demographic Shifts Impacting Water Infrastructure
• Construction Put in Place
• Stabilizing Material Costs
• Looking Forward: Market Variables

Section 2: Market Forecasts

• Research Scope and Methodology
• Market Forecast Model
• Defining the Infrastructure Project Types
• Market Forecasts by Segment - Water and Wastewater
• Market Forecast by Project Type
• Forecast by Key Category: Equipment vs. Associated Services
• Forecast by Asset Type
• Regional Hot Spots: Vertical Infrastructure Forecast by Region
• CAPEX Breakdown by Geography
• Top Markets for Water & Wastewater Facility Infrastructure Investment
• Top Opportunities by State - Treatment Infrastructure CAPEX
• Looking Forward: Key Trends to Watch