Ductile iron pipe and fittings (DIP) →Stands to benefit
McWane Inc. (Manchester Tank)
Desalination-driven demand for DIP should disproportionately benefit this dominant supplier given its very large market share.
79% confidence
Ductile iron pipe and fittings (DIP) →Stands to benefit
American Cast Iron Pipe Company (ACIPCO)
Higher demand for water infrastructure inputs should lift orders for this major DIP supplier with a large share of the market.
77% confidence
PVC pressure pipe (C900, C905) for water distribution →Stands to benefit
JM Eagle
New desalination projects should lift demand for PVC pressure pipe, and JM Eagle is the largest listed supplier on the graph edge, so it is a clear beneficiary.
75% confidence
Ductile iron pipe and fittings (DIP) →Stands to benefit
Xinxing Ductile Iron Pipes Co., Ltd.
This sizeable supplier should see incremental upside if desalination projects pull more DIP into the pipeline.
74% confidence
Ductile iron pipe and fittings (DIP) →Stands to benefit
Saint-Gobain PAM
A meaningful share of DIP supply gives this producer a clear benefit from desalination-related infrastructure demand.
73% confidence
Thin-film composite RO membranes (FilmTec polyamide) →Stands to benefit
DuPont Water Solutions (FilmTec)DD
A larger desalination project pipeline should lift RO membrane demand, and DuPont's dominant FilmTec share means it captures much of that upside.
72% confidence
Resilient-wedge gate valves and fire hydrants →Stands to benefit
Mueller Water ProductsMWA
New desalination projects and related water-infrastructure buildouts should raise demand for resilient-wedge gate valves and fire hydrants, and Mueller Water Products has the dominant share in this input category.
70% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
Mexico
If desalination projects add pipe demand, Mexico stands to benefit because it accounts for a 41% supply share of this input.
69% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
Canada
More desalination and water-infrastructure buildout should support demand for HDPE pipe production concentrated in Canada, a 38.2% supplier share.
69% confidence
PVC pressure pipe (C900, C905) for water distribution →Stands to benefit
China
Because China holds the largest country supply share, a global increase in pipe demand from desalination buildouts should benefit its manufacturing base.
69% confidence
PVC pressure pipe (C900, C905) for water distribution →Stands to benefit
Astral Pipes
Desalination-related infrastructure spending should raise order volumes for this major pipe producer, though with less impact than the largest supplier.
68% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
Performance Pipe (Chevron Phillips Chemical)
More desalination and water-transmission buildout should lift demand for HDPE pipe, benefiting this 22% supplier share.
66% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
Advanced Drainage Systems, Inc. (ADS)WMS
Additional desalination projects should increase orders for HDPE pipe, helping this 20% upstream supplier.
65% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
WL Plastics
A larger desalination buildout implies more HDPE pipe demand, which should benefit this 18% supplier.
64% confidence
Thin-film composite RO membranes (FilmTec polyamide) →Stands to benefit
Toray Industries, Inc.3402.T
New desalination builds should increase membrane procurement, benefiting Toray as a major supplier of this input.
58% confidence
HDPE pipe for water transmission and directional drilling →Stands to benefit
China
A global desalination investment cycle should modestly benefit China as a smaller but meaningful 8.7% supply-share source of this input.
58% confidence
Thin-film composite RO membranes (FilmTec polyamide) →Stands to benefit
LG Chem Ltd.
More desalination capacity additions should support membrane orders, which is favorable for LG Chem's membrane business.
52% confidence
