Welsh Water launches its largest ever infrastructure investment
Large utility infrastructure spending suggests expanded water supply and network capacity in Wales.
Source →The trace
How it reaches your house.
Starting from Water infrastructure supplies, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Water infrastructure supplies →Stands to benefitDuctile iron pipe and fittings (DIP)
Welsh Water’s very large replacement-and-expansion programme should raise demand for this critical pipe material.
87% confidenceWater infrastructure supplies →Stands to benefitResilient-wedge gate valves and fire hydrants
The investment should increase procurement of core network hardware such as valves and hydrants.
86% confidenceWater infrastructure supplies →Stands to benefitPVC pressure pipe (C900, C905) for water distribution
A major water-network upgrade should boost demand for distribution pipe used in replacements and capacity expansion.
Hop 2
HDPE pipe for water transmission and directional drilling →Stands to benefitPerformance Pipe (Chevron Phillips Chemical)
Welsh Water's expanded infrastructure spend should lift demand for HDPE pipe, and this supplier holds a 22% share of the input market.
74% confidenceResilient-wedge gate valves and fire hydrants →Stands to benefitA major increase in water infrastructure spending should raise demand for resilient-wedge gate valves and fire hydrants, and Mueller is the largest listed supplier by share.
74% confidenceHDPE pipe for water transmission and directional drilling →Stands to benefitHop 3
JM Eagle →Stands to benefitPVC pressure pipe (C900, C905) for water distribution
Welsh Water's larger infrastructure spend directly lifts demand for water-distribution PVC pipe, and JM Eagle has a 35% share in this supplied product market.
89% confidencePerformance Pipe (Chevron Phillips Chemical) →Stands to benefitHDPE pipe for water transmission and directional drilling
Welsh Water's large infrastructure buildout should directly lift demand for Performance Pipe's core HDPE water-transmission pipe line, making this market a clear beneficiary.
81% confidenceNIBCO Inc. →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
Performance Pipe (Chevron Phillips Chemical)MWAWMSWL PlasticsMcWane Inc.JM EagleAmerican Cast Iron Pipe Company (ACIPCO)McWane DuctileXinxing Ductile Iron Pipes Co., Ltd.Saint-Gobain PAMAVK International A/SMcWane Inc. (Manchester Tank)Watts Water TechnologiesEXPNIBCO Inc.BZU.MIAmerican Flow Control (ACIPCO)
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