Investing in the Water Industry, Advanced Nuclear

As indicated here, Goldman Sachs is bullish on water, based on the fact that the obvious factors affecting supply and demand are already beginning to drive the price up. When you think about it, there are several factors conspiring to limit supply, e.g., pollution and climate disruption, and there are no substitute goods; it’s not like we can simply start drinking something else.

It’s possible, of course, that cost-effective technologies for desalination and purification will be evolved soon, but it’s hard to imagine such technologies that operate in the absence of fairly intense amounts of power. This is one of the many reasons that it sure would be terrific if, in addition to solar, wind, and the rest, we could develop advanced nuclear.