Energy Diversification

Water Industry Spending Still Up - But Clouds Loom

This commentary was valuable, because it highlights how macro predictions of how many billions of dollars we need to spend on water infrastructure may not materialize in the near term. We have been hearing about water and general infrastructure upgrades for years.

There are a few overseas water plays -- difficult to gather good information and insight on, so this is an opportunity for any analysts with a deeper focus on water.

I would look at Epure (China based, Singapore traded) and Doosan (Korea).