By 2030, water demand could exceed supply by 40% thanks to population growth, urbanization and climate change, plunging half of the world into critical water stress.​

​There’s consequently an urgent need to bring in new techniques to rein in water usage (notably through smart irrigation in agriculture) and to upgrade an ageing infrastructure to prevent leaks. ​

​Governments around the world are taking notice, with for instance the US government in the early stages of a massive investment plan. These new infrastructure policies are also the opportunity to adopt eco-friendly materials, energy-efficient devices and monitoring tech.​

Longer term, as supply issues persist, water recycling and desalination should become major alternative supply sources as they become cost-competitive and as technology improves.​

Only 1% of used water is recycled globally but it’s obvious that water is becoming too precious to be used only once. Governments are then heading towards more supportive recycling regulations and new technologies allowing to better remove water pollutants are emerging.​

​As saltwater accounts for 97% of earth’s total water volume, desalination techniques, which have long been costlier and more energy-intensive than other water supply sources, are increasingly being considered as a serious solution thanks to improving economics and green credentials.​

Water and ocean preservation is also core in the environment discussion. Notably, plastic pollution starts to be addressed as, if nothing is done, there will be more plastics in the ocean than fish by 2050 according to the World Economic Forum. Regulators and consumers alike are developing an increased awareness towards the issue of microplastic pollution that humans drink, eat and breathe.​

The shipping industry is also in the early stages of its electric transition with hydrogen and fuel cell technology providing a compelling path for the decarbonization of the maritime sector.​

INSIGHTS

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DE000US778A6

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Type

Active Equity

Issuer / Rating

Kepler – UBS / S&P A+​

Inception Date

01.07.2021​

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Daily