Water scarcity and climate-driven extremes have become central to long-term investment outcomes. Research from Pictet, McKinsey, BCG, Wellington Management, and Woodwell Climate Research Center shows that water risks are accelerating while capital needs are surging. Pictet estimates the global water market at nearly USD 1.4 trillion. BCG projects demand could exceed supply by 40% by 2030. Achieving universal access will require roughly $1 trillion in annual investment by 2030

Geologic hydrogen has the potential to supply low-carbon hydrogen at fossil-fuel prices. Extracted directly from the subsurface, it sidesteps the high costs of manufactured alternatives and could be an economical and green alternative for sectors that cannot easily electrify. For ammonia production, methanol and iron-ore reduction in steelmaking, it addresses both the need and the economics that have stalled low-carbon hydrogen adoption. The process is called serpentinization