Reality seems to match up with my "rain theory" as postulated in my previous post of "Blue Gold":
"There are signs that the human world is running out of fresh water. I say "human world" because global warming probably evaporates even more water into the air from the seas, it's just that they are not falling back as rains onto the right places at sufficient levels to meet human needs anymore.You may ask why? Nobody really knows but my best guess is that if the air is too hot/warm, the water precipitation will not be able to "condense" itself at the usual regions, they need to be in contact with cold air to condense. " (Hahah, another proof that I am a true scientist at heart and no, I didn't peek the NCAR report before I wrote this)
http://globalmacrosport.blogspot.com/2009/10/blue-gold.html
NCAR Scientist Aiguo Dai:
"The only rivers that could gain strength from climate change were those that flow north of the 50th parallel. "Global warming raises temperature and precipitation there and it may not be a bad thing," said Dai. "However, these are sparsely populated regions."
http://www.guardian.co.uk/environment/2009/apr/22/drought-environment-waterways
What are the implication of this? India and China is going to be severely affected as they need water in their agriculture for their immense populations. Coastal regions will be able to leverage desalination plants to sustain water usage to a certain extent. Rich regions with long coastlines like Japan can definitely do this, but it would be difficult for the developing, low latitude nations to pull this off.
Investment implication: Water technologies, especially any low-cost desalination plants technology and water recycling technologies (toilet to tap).
Geopolitical implications: India and China's tension over the dwindling glacier H2O as they are both "lacking Blue Gold". Russia and China's cooperation as Russia suddenly have more arable farmland and underground water from increasing rains due to climate change then its population needed while China has the wherewithal of the "world's factory" which act as a major "customer" to Russia's resources and their "special relationship" with Nuclear North Korea as flaunted in their highly visible visit to North Korea last month (http://news.bbc.co.uk/2/hi/8289170.stm).
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