The US releases its Global Water Security Report - what impact on investment in agriculture?

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Thanks Stella for the last comment you made to our previous discussion. Your point linking agri investment to national security is a very important one. Today the US releases its Global Water Security Report, see http://www.dni.gov/nic/ICA_Global%20Water%20Security.pdf. The report clearly identifies the dwindling ground water in certain areas as a threat. What effect do you think this will have on agri investment?