Are Cleantech Investors Pivoting to Mission Critical Water Projects?
Picture Deloitte

Are Cleantech Investors Pivoting to Mission Critical Water Projects?

As the world grapples with the challenges of climate change, sustainability, and environmental responsibility, one would expect clean tech investors to prioritize mission critical water projects. Unfortunately, that's not the case.


The Unpopularity of Water

Water, despite being essential for human survival, has never been a popular subject among investors or the mainstream media. It's only when a water crisis hits that attention is paid to this vital resource. The truth is, the world has been facing a water problem for a long time, with droughts, toxicity, and aging infrastructure threatening global water supplies.

I've had discussions with investors who underestimate the economic value of water, citing its GDP as less than zero. However, the thriving bottled water industry tells a different story. In reality, water scarcity is a pressing issue, particularly in regions like Texas, where small towns struggle to afford municipal water treatment.

Moreover, economic development efforts in Texas reveal that 80% of manufacturing companies are turned away due to inadequate water supply. This presents a compelling opportunity for atmospheric water generation to serve as a game-changing economic incentive. By providing a reliable and sustainable source of clean water, atmospheric water generation can unlock new possibilities for economic growth and development in water-scarce regions.

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The Hype Cycle

Investment decisions are often driven by hype cycles, with investors flocking to trendy sectors or projects. However, these hype cycles rarely provide sustainable returns. Take for example data centers. As investors, it's essential to recognize the surging demand for data centers, which necessitate substantial water resources for cooling systems. However, it's crucial to prioritize investments that address fundamental human needs, such as access to clean water and sustainable food production. While AI and technology are vital for economic growth, they can't replace basic necessities of human life – water and food. This has put a strain on municipal public water systems, which are already struggling with drought, toxicity, and aging infrastructure.

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A Solution: Atmospheric Water Generation

So, what's the solution? Investors should consider diversifying their water supply by investing in atmospheric water generation projects. These innovative technologies can harvest water from air, even in arid regions, providing a reliable and sustainable source of clean drinking water. SkyH2O is advancing and scaling atmospheric water generation for industrial-scale projects.

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A Call to Action

It's time for clean tech investors to pivot to mission critical water projects. By investing in atmospheric water generation and other innovative water technologies, investors can help address the global water crisis while generating sustainable returns.? Not everything will require AI and automation SaaS models. You might have to build new things besides buildings to house AI and blockchain servers.

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Atmospheric water generation (AWG) can enhance various industries, including oil and gas, solar, battery, hydrogen, and wind, in several ways:

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Oil and Gas

1.?????? Drilling and Extraction: AWG can provide water for drilling, hydraulic fracturing, and other extraction processes, reducing reliance on external water sources.

2.?????? Equipment Cooling: AWG water can be used for cooling equipment, such as engines and pumps, increasing efficiency and lifespan.

3.?????? Dust Control: Water generated by AWG can be used for dust control on roads and drilling pads, reducing maintenance needs.

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Solar

1.?????? Panel Cleaning: AWG water can be used for cleaning solar panels, ensuring optimal energy output.

2.?????? Cooling Systems: AWG can provide water for cooling systems, regulating temperature and increasing the lifespan of solar panels.

3.?????? Vegetation Watering: AWG water can be used for irrigation in solar farms with vegetation.

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Battery

1.?????? Cooling Systems: AWG can provide water for cooling systems, regulating battery temperature and increasing lifespan.

2.?????? Fire Suppression: Water generated by AWG can be used for fire suppression systems, reducing the risk of battery fires.

3.?????? Cleaning: AWG water can be used for cleaning battery surfaces, ensuring optimal performance.

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Hydrogen

1.?????? Hydrogen Production: AWG can provide water for hydrogen production through electrolysis, reducing reliance on external water sources.

2.?????? Cooling Systems: AWG water can be used for cooling systems in hydrogen production and storage facilities.

3.?????? Humidification: AWG water can be used for humidification in hydrogen fuel cell systems.

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Wind

1.?????? Cooling Systems: AWG can provide water for cooling systems in wind turbines, increasing efficiency and lifespan.

2.?????? Dust Control: Water generated by AWG can be used for dust control on wind turbine blades, reducing maintenance needs.

3.?????? Fire Suppression: AWG water can be used for fire suppression systems in wind turbines, reducing the risk of fires.

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By integrating AWG with these industries, companies can:

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§? Reduce reliance on external water sources

§? Decrease water costs

§? Increase energy efficiency and production

§? Enhance safety and reduce risk

§? Improve environmental sustainability

This synergy can help drive innovation, reduce costs, and promote sustainability across various industries. The world can't afford to wait until the next water crisis hits. It's time to prioritize water and invest in a sustainable and resilient future. Water security equals economic security, national security, and resilience.

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References:

[1] World Wildlife Fund. Water scarcity. Retrieved from https://www.worldwildlife.org/threats/water-scarcity ?

[2] United Nations. Water. Retrieved from https://www.un.org/en/global-issues/water

[3] Deloitte. 2025 Renewable Energy Industry Outlook https://www2.deloitte.com/us/en/insights/industry/renewable-energy/renewable-energy-industry-outlook.html

Juliana Bernal Martínez

Investor Relations | Energy Transition | MBA | Engineer

23 小时前

I fully agree that atmospheric water generation is a game-changer for addressing water security challenges, especially in water-scarce regions. It's time for investors to shift focus to mission-critical water projects that not only drive sustainability but also unlock economic growth. Excited to see how SkyH2O and others will lead this charge!

Jason Beck

ADHDoer - dedicated to bringing EASE and IMPACT into Energy transactions and Renewable Energy Buying

1 天前

nice article Terell Jones! Water is essential to our Climate Goals!

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