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Carlos Cosín

Chile – The Economics of Water Security

Chile is entering a new era of water security. From desalination and water reuse to basin-level governance and private investment, the country is moving beyond water allocation towards building long-term resilience. This article explores the economic, regulatory and infrastructure challenges shaping Chile’s second water revolution.

Indonesia’s Water Gap: Where Urgent Social Need Meets an Investment Opportunity

Indonesia’s water challenge goes far beyond infrastructure. With major gaps in safely managed water and sanitation, ambitious government targets and more than US$13 billion in investment needs, the country is emerging as a compelling test case for how private capital, technology and better utility economics can turn urgent social needs into bankable water infrastructure opportunities.

Water’s New Multiple: From Defensive Yield to Strategic Resilience

Water is evolving from a defensive infrastructure asset into a strategic resilience platform. As scarcity, climate volatility, regulation and industrial demand reshape the sector, the investment thesis is shifting toward companies capable of turning water risk into scalable, resilient growth.