The Water Wars Part II

Water is the single most important economic input to the global economy, and more specifically, to individual enterprises. The disparity between supply and demand for clean water is an inexorable problem; yet the relentless demand for its uninterrupted supply makes it by far the most stable of all commodities – unaffected by cyclical influences which constantly badger other more typical input commodities.

http://www.financialsense.com/editorials/dickerson/2004/0615.html