How to make money on peak oil (& water)

Investors Remain Bullish on Oil, Metals
Saut’s “stuff” strategy extends to anything where he foresees a shortage. Producers of fertilizers and grain are on his radar, as are companies that build and maintain water treatment facilities and desalinization plants, since many parts of the developing world lack potable water.

“The world runs on oil and water,” Saut said. “I don’t hear anyone talking about water, but it’s a very important thing. It’s a huge problem. You watch.”