Water Liquid Gold

Invest in companies benefiting from the growth in the demand for water management & infrastructure.

Almost half the global population will be living in areas of high water stress by 2030.

The global population is forecast to grow to 6.3 billion people in 2050 from 3.4 billion in 2009.

Production of crops and livestock is water‐intensive. The global demand for food is expected to increase by 70% by 2050.

By 2056, urban water demand will increase by 76 per cent in Australia.

More than gold, coal or any other natural resource, water faces extreme pressure – both in terms of supply and demand.

On the demand side of the equation, a growing population around the world implies higher residential use. Accelerating industrial and economic growth in developing countries will also significantly increase water demand. The outlook for supply side looks quite bleak – with significant stress in a number of freshwater sources, poor distribution networks, leakage as well as impact from global warming and climate change.

The UN predicts that almost half the global population will be living in areas of high water stress by 2030. The UN report further predicts demand to outpace supply by a magnitude of 40%. Saying that water is the next generation oil may not be too far-fetched after all. Water shortages is likely to cause significant economic impact, apart from the obvious social impact.

The evolving scenario in water supply and management is likely to provide immense growth opportunities for companies that are in the business of providing water related products and services across the supply chain.

Water management products or solutions will likely be in great demand going forward. In order to effectively harness and conserve existing water resources, new storage and supply infrastructure will need to be created. The whole gamut of engineering, construction, distribution and consulting services will likely be in high demand.  In the coming decades, the list of industries and companies directly impacted by water scarcity will likely expand.

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