In Episode 114 of The Future of Water podcast, host Reese Tisdale is joined by Bluefield Research Senior Analyst Ethan Edwards for a deep dive into the water landscape, focusing on the evolving role of the equipment rental sector. The conversation centers on the competitive dynamics among major rental companies such as Herc, Sunbelt, and United Rentals, with a spotlight on Herc’s recent US$5.3 billion acquisition of H&E Equipment Services.

Ethan breaks down the impact of this deal, positioning Herc as the third-largest equipment rental company in North America. He also discusses how original equipment manufacturers rely on rental firms to distribute pumps, dewatering systems, and trench safety solutions, particularly as municipalities and industries adopt asset-light models. He highlights that rental companies are an essential channel for water equipment, especially in sectors like mining, construction, and oil & gas.

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