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About Climate Positive

Candid conversations with the leaders shaping a more sustainable future. Hosted by Chad Reed, Gil Jenkins, Hilary Langer, and Guy Van Syckle.

April 30, 2026

E102: Renewable water and a >$1 trillion investment need | Guillaume Clairet, COO of H2O Innovation

Water is something most of us take for granted. We turn on the tap, and it's just there. But behind that tap is an increasingly strained system that is quietly becoming one of the defining infrastructure challenges of our time. Just in the US, McKinsey estimates we are underinvesting in water assets by about $100 billion annually, with the cost only compounding as more investment is delayed.

The effects are already being seen with over 20% of treated water lost through leaks in pipes that are sometimes 70 years old, generating no revenue for cash-strapped utilities. The record data center and industrial development buoying our economy is now facing major opposition, often due to local water demands. In addition, there are growing concerns and regulations regarding the forever chemicals, known as PFAS, which are showing up in more of our water supply.

Today, I'm joined by Guillaume Clairet of H20 Innovation, who has helped build the company into a water treatment powerhouse over the past 25 years. From massive municipal reuse projects to distributed systems serving the critical industrial facilities, H2O is leading the water infrastructure buildout and offers a hopeful outlook on how we can start addressing our water needs. Let's dive in.

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