From Seeking Alpha:
Water scarcity is rising up the agenda as a major social and economic issue affecting the worlds' poor. Risks to grain harvests are rising due to the fact that 2.8-billion people live in areas of high water stress. The opportunity for greater water efficiencies is enormous in the developed world too and so is the investment opportunity.
The reality is that water usage is rising all over the world. Changing diet patterns toward meat consumption doubles the need for water for production relative to a vegetarian diet. In the developed world, energy production accounts for nearly 40% of all water withdrawals and that need will grow by 50% by 2025 according to the World Economic Forum.
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