This isn't new. It's not surprising. And it's really happening.
But it's also creating what could be one of the most profitable opportunities of the next decade.
While nearly 75% of our planet's surface is covered in water, less than 3% is freshwater. Of that, 1% is accessible.
If you look at the data that will drive this long ignored sector, the conclusions often found are nothing short of shocking, not to mention wildly profitable for investors.
Not surprisingly, that critical amount is in heavy demand by more than four billion people in the world. And things are only likely to get worse.
The United Nations reports that one in nine people have no access to clean water. Even more will face water stress by 2025, as the world's population rises.
Rivers, lakes, and other former sources of water around the world are drying up or are so heavily polluted you wouldn't wash your dog in it. Even aquifers - or underground layers of rock saturated with water, which can be brought to the surface through natural springs - are drying up.
Considering that 30% of liquid fresh water is pumped from aquifers, that's a problem.
By 2050, another two billion more will need fresh water for drinking, washing and for food preparation. But there's not going to be enough to go around unless there's a solution to the freshwater problem now.
In short, we're in a race for clean water technology that can solve the problem now.
But that's not the only reason to get excited about companies that can help solve the issue. Another reason is Donald Trump and his trillion-dollar plan to improve on the nation's ailing infrastructure, including ancient public water systems.
Trump already promised, "We're going to rebuild our infrastructure, which will become, by the way, second to none," and "put millions of our people to work as we rebuild it" while spending a trillion dollars on it over the next decade.
That could force new, fresh money into highway and bridge reconstruction, updates to electrical grids, as well as new water systems. A trillion dollars will surely bring about new technology, for what are quickly becoming a sizable, needed water solution.
The opportunity to profit from the story is there. Keep an eye on the Claymore S&P Global Water Index ETF (NYSE:CGW) as a potential trade.