The Market Is Ignoring Water

Everyone tracks crude oil. Hardly anyone tracks reservoir levels. With the monsoon progressing slower than expected in several regions, water availability could become a bigger macro variable than oil this year. Water stress impacts agriculture, power generation and urban consumption all at once. Recent data shows reservoir levels and rainfall distribution will be closely watched through June and July. Sectors linked to irrigation, pumps and water infrastructure could quietly stay in focus. Companies like $KIRLOSBROS , $SHAKTIPUMP and $JISLJALEQS may be worth tracking.