Dave's Blog

investor opportunity: water

In summary, there’s a supply problem – so prices will rise. The world’s water pipes are crumbling – and not only in Britain, where much of our water leaks into the ground before reaching us – so there will be repair and replacement projects. There will be more privatisation.
Municipal utility operators often do not have the resources to maintain the water systems up to regulatory standards.

Climate change will mean more extreme weather conditions and more water in the sea. Alternatives, such as desalinisation, are set for sustained growth. Southern Spain’s Andalucia, one of Europe’s most arid regions, is also the continent’s most productive agricultural area.
Intensive irrigation has seriously depleted resources.
Now the city of Almeria collects and recycles all of its water, using it for agriculture. And the newly created Programa Agua will supply desalinisation facilities all along the Mediterranean coast.

http://www.dailyreckoning.co.uk/article/130720062.html