Energy Recovery (NASDAQ:ERII)

ERII is an engineering company with a focus on industrial fluid flow. In other words, the company helps factories, water treatment plants, energy drilling and production operations and plenty of other industries manage equipment and pipelines.

Research on this company reveals a lot about the inner workings of machinery… how different valves, gaskets, pressure regulators and other parts work together to keep equipment working… and how much energy and fuel can be wasted if things are not working correctly.

The wide range of solutions and products that ERII offers to customers, and how much opportunity the company has as the global economy reopens.

One of the most helpful solutions that ERII can offer customers is specialized equipment focusing on reducing and capturing emissions, and improving productivity (which ultimately reduces the amount of emissions for the amount of work being done).

First, the company serves a wide assortment of industrial customers. These are the very same customers who are going to directly benefit from a reopening of the U.S. economy. So as people go back to work, factories ramp up production, and spending increases, ERII's underlying business will enjoy stronger demand.

Second, the company's pollution control segment dovetails perfectly with Democrat policies aimed at protecting the environment. As more manufacturing companies look for the best ways to comply with new regulations, ERII's pollution control unit will certainly gain more customers.

And finally, the global surge in infrastructure spending will naturally lead to more demand for ERII's products for pumping and transporting water. After all, construction sites will be putting much of this type of equipment to use, and there will also be demand for pipelines, parts, and repairs to existing water systems tied to infrastructure products.