Crocodilian

Water: The New Oil

Buying Coca Cola, Pepsi, or Nestle as a water play is pointless. . . a trivial contributor to their earnings, and essentially unrelated to the water scarcity thesis.

Those who are actually interested in water scarcity plays should look to the Northwest, where water is in abundance. If you believe that water will increase in value over time-- think British Columbia, Washington State, Oregon. These states/provinces use their abundant water to generate cheap power and irrigate, and their abundance stands in stark contrast to the giant to the South, California.