Widely discussed as a theme and hard to express as an investment, since most water is priced politically. The literature is journalistic and policy-focused rather than financial.
How rival federal agencies dammed the American West's rivers for water projects.
Field reporting on aquifer depletion and river closure worldwide.
A world history showing how control of water shaped political and economic power.
Recommended by: Mohnish Pabrai
The economics of cheap water and what happens when it stops being cheap.
The engineering and capital replacement cycle of urban water systems.
Water technology as an export industry built from a domestic constraint.
Water projects worldwide that work with nature's rhythms rather than against them.