DuPont Water Solutions (FilmTec)
Leading global RO membrane maker; patented FilmTec TFC technology; services 10,000+ desalination/water reuse plants in 100+ countries
manufactured · input
Feedstock for green hydrogen production via electrolysis. PEM electrolyzers require ultrapure water (resistivity >1 MOhm-cm) to prevent membrane degradation. Water stress in arid regions constrains siting of large-scale green hydrogen projects in Chile, Australia, and the Middle East.
1
Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on purified water (for electrolysis) somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 99% |
Who makes it
4 companies produce purified water (for electrolysis).
Leading global RO membrane maker; patented FilmTec TFC technology; services 10,000+ desalination/water reuse plants in 100+ countries
Purolite Corporation (Philadelphia PA; acquired by Ecolab Inc. NYSE: ECL for $3.7B in 2021; now Ecolab Life Sciences division) manufactures Praesto Protein A affinity resins — synthetic polymer bead-based Protein A resins designed for cost-competitive mAb purification. Purolite's Praesto AP (agarose-based) and Praesto Jetted A50 (synthetic polymer) resins offer manufacturers an alternative to Cytiva and Merck KGaA products. Purolite has manufacturing in Wales (Pontyclun UK) and Bucks County Pennsylvania. Ecolab's acquisition of Purolite for $3.7B signaled that industrial water treatment companies (Ecolab's core business) view bioprocess consumables as an adjacency to their hygiene and process chemistry businesses. Ecolab/Purolite competes with Cytiva and Merck KGaA in Protein A resins while Ecolab's water treatment division simultaneously serves the same biopharmaceutical manufacturing facilities for their utility water systems — a vertically adjacent position across multiple biomanufacturing consumable categories.
Veolia Environnement (Euronext: VIE; HQ Aubervilliers, France; ~€45B revenue) is the world's largest industrial water treatment company following its 2022 merger with SUEZ, which was its closest competitor. Veolia's water division designs, builds, and operates industrial water treatment systems — reverse osmosis (RO) desalination, ultrafiltration, biological treatment, zero liquid discharge (ZLD) — for mining clients globally. Veolia serves BHP, Rio Tinto, Codelco, Newmont, and Freeport-McMoRan among others, providing water recycling and treatment at mines in arid regions (Atacama, Australia, southern Africa). After absorbing SUEZ in 2022, Veolia became the unambiguous dominant player in industrial water treatment with no remaining near-peer competitor. Veolia also provides municipal water concessions in 50+ countries, making it the single firm that bridges industrial mining water treatment with public utility water supply — creating dual-use know-how and infrastructure overlap.
Major water technology and pump company; ~$8B revenue; Flygt submersible and irrigation pumps