Please join the Boston Security Analysts Society for our March 4th lunch program, “Water: More Valuable than Oil?“.
Water is the world’s most essential commodity. It is essential for life. It is also critical for economic growth. And we have definitely hit “peak water”. Driven by increasing demand, growing geographic imbalances in supply and demand, and supply challenges due to pollution and climate change, water is increasingly seen as an important investment opportunity. Analysts are increasingly turning to the well-developed global market for oil as a model for investing in water.
That comparison, though controversial, is a useful framework for understanding water as an investment opportunity. How investors assess the similarities and differences between these two important commodities guides where in world and where in the value chain they invest. Both oil and water present environmental, social and political risks to be managed. They are also highly interdependent – producing and using water is energy intensive; producing and using oil and gas requires lots of water.
Our panelists, David Richardson of Impax Asset Management and Brooke Barton of Ceres, will combine their perspectives to offer a well-rounded introduction to the challenges and the opportunities of this rapidly growing investment sector.
Water: More Valuable Than Oil?
When: Wednesday, March 4th from 12:15 – 2:00 pm
Where: The Ritz-Carlton
The Boylston Room
10 Avery Street, Boston
Details, registration and full bios for David and Brooke are here at the BSAS web site.