I watched one of those investment magic shows today. You know the type, where they talk and talk but avoid mentioning the name of the companies they are hot on. But it was one of the better ones. Of course there is a big set of videos and report that you can get for "free".
Anyway, the gentleman is Dr. Kent Moors who supposed advises governments around the world about geo-political risks. He had eight ways to capitalize on trends in the world that are scaring us all these days. The main thrust was about the worrisome Kashmiri border between India and Pakistan. He sees a fairly high possibility of war there in the next few years.
See video here: The Zero Line - India and Pakistan
See here for the offer: Money Map Press - The Great Game It is worth watching for the state of the world assessment.
Anyway, eventually the video focused on the Indus River that starts in India and ends in Pakistan. India has treaty rights to the water for power and irrigation. If India shuts off the water, Pakistan is in big trouble and this could start a nuclear war.
So what is the money making opportunity? It is in desalination of seawater. And the company to watch is Lockheed Martin, who is developing Graphene as a desalination membrane. This actually could become a major breakthrough in desal systems because graphene membranes are one atom thick and potentially much more efficient than todays membranes.
Nobel Prize for 2010: Nobel prize for physics 2010 - Graphene
Lockheed Martin patent announcement of 2013 for Perforene: Lockheed-martin-achieves-patent-for-perforene-filtration-solution
Perforene description: Lockheed Martin - wanted-clean-drinking-water
Business Insider article: lockheed-martin-desalination-graphene-filters-2013-3
Knowing that LM is involved makes the whole thing real for me. However, it is obvious from the LM announcement that there is a lot of development work to be done yet. During my Chevron Career I was involved with reverse osmosis desal and gas cleanup plants several times. A new membrane that can reduce the plant size, and more importantly potentially reduce the power requirements would be a breakthrough indeed.
The other six opportunities present in "The Great Game" offer interesting ideas, but I am less enthused about some of them. Good stuff to wonder about though.
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