PFAS is not a single chemical but rather a broad class of chemicals (more than 4,700) that are widely used in industrial processes and consumer goods. The two most notorious PFAS (PFOA and PFOS sub-groups) are confirmed to cause serious health issues and pose a risk to public health. For this reason, many countries have banned their production, but efforts are still needed to clean up contamination in water supplies and soils.
Increasing product sophistication means waste is becoming more complex (and dangerous)
The US Environmental Protection Agency (EPA) just recently issued a regulatory determination for PFOA and PFOS, an important step in establishing minimum allowable concentration levels in public water supplies. Similar measures are in effect across the EU and in other countries worldwide. But besides PFOA and PFOS, thousands of other PFAS are still produced and used across the global economy. The confirmed risks of just a few has put the entire group under closer scrutiny.
Given tighter regulatory environments and heightened public awareness, the market for treating and remediating PFAS pollutants already in water supplies is expected to swell. In March, the Biden administration announced more than a hundred billion USD in funding to build a resilient water infrastructure that includes decontaminating and monitoring PFAS in US soil and water supplies. Moving forward, investments are expected to expand for test-detection analytics, filtering systems, and safe waste disposal technologies in water and waste management utilities and across industries that use and produce PFAS.
Knowledge of the full impact of all PFAS is still unclear. What is clear is that society and the man-made products it consumes are growing ever more sophisticated. Increasing product sophistication means waste is becoming more complex (and dangerous). In future, the power and precision of basic services like supplying safe water and providing effective waste treatment must also increase to protect public health and natural resources.
Steady growth streams should lift investments across the water value chain in the next decade.
The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.