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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How Can We Afford to Remove PFAS from Our Environment When Treatment Costs Exceed Global GDP?

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A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

⬇️ IN THIS EPISODE ⬇️

PFAS (per- and polyfluoroalkyl substances) are persistent synthetic chemicals used in countless everyday products that contaminate drinking water, wastewater, and the environment. These "forever chemicals" accumulate irreversibly in our bodies and ecosystems, creating mounting health risks for current and future generations while presenting unprecedented economic and regulatory challenges.

Dr. Ali Ling is a professor at the University of St. Thomas specializing in PFAS management and wastewater treatment, with a decade of consulting experience helping industrial and municipal facilities address emerging contaminants, and expertise in big-picture systems thinking for environmental risk assessment.

🌶️ KEY SPICES 🌶️

💰 Cost-Effective Approach - Source reduction is 1,000 times cheaper than environmental cleanup, with upstream industrial controls costing hundreds versus millions of dollars per kilogram of PFAS removed

🔬 Technology Expertise - Comprehensive knowledge of GAC, ion exchange, destruction technologies, and emerging treatment solutions across drinking water, wastewater, and industrial applications

📊 Data-Driven Strategy - Evidence-based analysis showing that removing PFAS at current production rates would exceed global GDP, making source control the only viable path forward

🎯 Risk Prioritization - Understanding that drinking water represents less than 20% of human PFAS exposure, with diet and indoor dust contributing significantly more to health risks

🌍 Future-Focused Thinking - Emphasis on persistence as a critical factor, recognizing that today's PFAS releases create irreversible accumulation threatening future generations

🥜 IN A NUTSHELL 🥜

Why is cleaning up PFAS from the environment economically impossible? Removing PFAS from the environment at the rate we produce it costs millions of dollars per kilogram and would exceed global GDP, while upstream source control costs only hundreds to thousands of dollars per kilogram.

What's the biggest misconception about PFAS treatment? Most people focus on drinking water cleanup as a past problem, but we're still actively producing massive amounts of PFAS today, and drinking water represents less than 20% of human exposure to these persistent chemicals.

Should utilities treat PFAS in wastewater effluent? Treating municipal wastewater effluent is extremely expensive and environmentally impactful, whereas addressing industrial discharges and landfill leachate at their concentrated source points is far more cost-effective and logical.

How do we prevent regrettable substitution when phasing out PFAS? The European Union is implementing better frameworks that assess both persistence and toxicity before approving chemicals, while companies like IKEA and H&M have successfully phased out PFAS entirely from their supply chains.

#️⃣ Mentioned Links #️⃣

Ali Ling's LinkedIn profile

Ali's paper on the costs to remove PFAS from the environment

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What's to remember from WEFTEC 2025? Here are my 5 Water Tech picks, 3 Marketing Tips, the State of the Union on the Water/AI Nexus, and much more. Wanna get 3 Days at WEFTEC summarized in 70 Minutes? Listen to this!

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

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

#️⃣ All the Links Mentioned in this Video #️⃣

BDP EnviroTech's website: https://bdpenvirotech.com/

Lummus Technology's website: https://www.lummustechnology.com/

Weaver Labs' website: https://www.weaver-labs.com/

Algafilm's website: https://algafilm.com/

CREW Carbon's website: https://crewcarbon.com/

GWI's new Water Investment Navigator: https://www.winwaterprojects.io/

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 Introduction

01:22 XPRIZE Water Scarcity

02:56 3 Shortlisted for XPRIZE

07:05 #5 Water Tech Pick - BDP EnviroTech

16:03 #4 Water Tech Pick - Lummus Technology

23:59 My Rules & Thank You SimpleLab

25:01 WEF Board Member Interview

28:21 #3 Water Tech Pick - Weaver Labs

35:56 #2 Water Tech Pick - Algafilm Technologies

45:13 3 Tips to Power Up your Tradeshow Marketing

48:27 #1 Water Tech Pick - CREW Carbon

59:45 The Water AI Nexus

1:01:36 GWI's take at AI (with WEF)

1:08:28 Best WEFTEC Ever

About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.

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Will we die young & rich or live older & less rich? That is why Henk Ovink is formal: We will fail on climate change if we fail on water. Wanna know why? Listen to this!

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

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout out for Sciens Water's great Rethinking Water where this interview was recorded: https://scienswater.com/

#️⃣ All the Links Mentioned in this Video #️⃣

Global Commission on the Economics of Water Final Report: https://watercommission.org/#report

My conversation with Sean Davis on PPPPs models

My UN Water Conference 2023 coverage:

Day 1: https://www.youtube.com/watch?v=sOs5J6VymwE

Day 2: https://www.youtube.com/watch?v=2bQhz_yHN5U

Day 3: https://www.youtube.com/watch?v=XZZaON3Pr0c

Final Coverage: https://www.youtube.com/watch?v=7gksQHzCYVA

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In this week's Episode

01:52 Key Findings of the Global Commission on the Economics of Water

07:55 In-Depth Discussion with Henk Ovink

11:12 Economic Value of Water Investments

15:45 Challenges and Future Outlook

18:29 The Consequences of Ignoring Climate Change

20:21 The Role of Decision Makers and Coalitions

22:17 Reflections on the UN Water Conference

27:26 The Complexity of Global Water & Climate Challenges

32:25 The Path Forward

📝 IN THIS WEEK'S EPISODE

💸 Why choosing between dying "young & rich" vs "older & less rich" defines our water future - and the shocking GDP numbers that prove it

🌍 How 4,000 liters per person per day completely reframes everything we thought we knew about water justice (hint: it's not about drinking water)

🎯 The five radical missions that could save 25% of irrigation water by 2050 while actually increasing farmer incomes

💔 What really happened at the UN Water Conference that left me staying up all night with crushing disappointment - and why there's still hope

🔥 Why "stupidity pays off in the short term" is destroying our planet - and the 10-year tipping point we're racing towards

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How did SKion Water turn a $142M "apple tree" into $1.8B gold with the carve out of Ovivo's Electronics division to Ecolab? Let's find out!

My best water tech analysis straight to your inbox: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

#️⃣ All the Links Mentioned in this Video #️⃣

Ovivo Electronics carve-out to Ecolab: https://www.ovivowater.com/en/news/ovivo-to-sell-electronics-division-to-ecolab/

SKion Water's website: https://www.skionwater.com/en/

My conversation with Reinhard Hübner: https://smartlink.ausha.co/dont-waste-water/s5e1-the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal

LG Chem's carve out of its RO division: https://www.youtube.com/watch?v=aFPOrr-ycFM

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 If Ovivo was a Tree

01:20 Ovivo's History

06:50 Water Investment Consequences

11:46 Water Valuations

16:54 The Rise of PE-Backed Platforms

📝 IN THIS WEEK'S EPISODE

🌳 How SKion Water built a $142M acquisition into a $1.8B exit while keeping half the company - the apple tree story that proves water investment delivers 10x returns

💰 The cascade of billion-dollar water deals in 2024 that's proving once and for all that water investments outperform traditional sectors with documented 2x to 10x multiples

🎯 Why pure-play water companies massively outperform conglomerates and how the semiconductor water boom is creating unprecedented valuations

🏗️ The emergence of 20+ PE platforms actively reshaping the water sector through strategic roll-ups and the specific revenue ranges they're targeting

📊 The Water Food Chain framework that reveals exactly where the next wave of acquisitions will happen and what valuation multiples entrepreneurs and investors can expect at each level

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

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Aquatech just acquired Koch Technology Solutions’ direct lithium extraction business - Here are my 3 key takeaways!

#️⃣ All the Links Mentioned in this Video #️⃣

Aquatech's press release: https://www.prnewswire.com/news-releases/aquatech-acquires-kochs-direct-lithium-extraction-business-integrating-li-pro-dle-into-the-pearl-technology-platform-302558347.html

My conversation with Devesh Sharma: https://youtu.be/inlyb_aMtzw?si=z1uTHU6GlRvmuKPl

My full exploration of the Lithium World: https://www.youtube.com/watch?v=JeZJpBySIQo&t=1s

🎙️ PODCAST 🎙️

Website: https://dww.show/podcast/

Smartlink: https://smartlink.ausha.co/dont-waste-water

👋 SOCIAL MEDIA 👋

LinkedIn: https://www.linkedin.com/in/antoinewalter1/

Instagram: https://www.instagram.com/dwwpodcast/

Twitter: https://twitter.com/AntoineWalter7

Facebook: https://www.facebook.com/DontWasteWaterPodcast

⏰ TIME CODES ⏰

00:00 Aquatech acquires Koch Technology Solutions' DLE

00:47 The Story

04:01 The Business

07:00 The Market

11:45 Epilogue

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Could this new material finally change Reverse Osmosis for the better? Let's dig into it!

More #WaterTech insights? Get my free water investor database: https://investors.dww.show

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

#️⃣ All the Links Mentioned in this Video #️⃣

Nala Membranes: https://www.nalamembranes.com/

Sue Mecham's LinkedIn: https://www.linkedin.com/in/sue-mecham-a34252/

The theory of Water Innovation: https://youtu.be/A36PsBc1cnc?si=YFkiE4vdj3pJRS59

My conversation with ZwitterCo: https://smartlink.ausha.co/dont-waste-water/s8e17-zwitterions-super-powers-could-solve-wastewater-membranes-number-one-problem

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: @dwwpodcast

Main Channel: @AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 Introduction

02:03 The Innovator's Dilemma

08:01 Technical Deep Dive: NALA's Chlorine Tolerant Membranes

15:13 The Mother-Daughter Duo Behind Nala Membranes

19:09 Manufacturing and Market Adoption

31:50 Custom Development and Future Prospects

34:39 Industrial Wastewater and Market Potential

36:39 Partnerships and Business Strategy

38:21 Funding and Future Plans

46:12 Global Expansion and Manufacturing

51:30 Rapid Fire Questions and Closing Thoughts

📝 IN THIS WEEK'S EPISODE

🧬 How a mother-daughter duo created the first new membrane material in 40 years after everyone said it couldn't be done

💰 Why eliminating biofouling with chlorine-tolerant membranes could slash operating costs by 24% overnight

🏭 What makes industrial wastewater treatment the perfect proving ground for disrupting the membrane oligopoly

🔬 How controlling both polymer chemistry and manufacturing unlocks custom membrane solutions nobody thought possible

🚀 Why bootstrapping on a shoestring budget might beat the heavily-funded competition to global membrane domination by 2030

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

How did some of the greatest content creators raise $41.5 Million in one month for Water Access? Watch this!

More #WaterTech insights? Get my free water investor database: https://investors.dww.show

🙌 Supporters 🙌

A big thank you to my partner SimpleLab: https://link.dww.show/simplelab

And a great shout-out to MentorAPM: https://mentorapm.com/

How did #TeamWater raise $41.5 million to enable access to safe drinking water for 2 million people for 20 years?

That's the strength of (most) of the World's most influential creators!

But, as a water professional, what do I take home?

Here are:

5️⃣ My 5 praises for the incredible achievements of ‪@MrBeast‬, @MarkRober and all the other members of #TeamWater

3️⃣ The 3 things I would have done differently (hey, I need to nitpick or I wouldn't be French anymore, right?)

4️⃣ The 4 overlooked extraordinary wins of that Month of Water Rallies

If you want to dive deeper into the topic, check:

🙌 My conversation with 1001Fontaines

💪 My incredible hour with Gary White

If you want to further understand the fascinating World of water, make sure to subscribe, and let's discuss all of the above in the comments!

In this episode:

00:00 TeamWater's achievements

02:27 About Me (so you know where I'm speaking from)

03:21 The Good

09:28 The Bad

15:11 The Overlooked

20:41 Epilogue

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