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  • Not a Drop to Drink: Three ETFs for Future Global Water Shortages [View article]
    I really don't thing the US spends more on water than health care. According to figures I've seen the US spends 1-2% of GDP on water processing and delivery, but 17% on health care. I mean it is not even close.

    Education is closer, but still it is about 6% vs 1-2% for water.

    As far as internet I was unable to find anything really reliable so I took telecommunications as a proxy - most all communications moves over the internet these days - and got a number of 3%. So one could claim water is comparable in size in the US to the telecom industry.

    Yes water is a basic necessity and there are large populations where this is becoming a critical issue; as you say the size of the water problem correlates directly with population. But some of the claims you make about the size of the water industry aren't real. As far as growth goes, yes it has a long term growth picture. But if it is really linked to population it might not be that robust - after all world-wide population growth rates are declining.
    Oct 23 10:49 am |Rating: +5 -1
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