Episode
How Corporate Water Pricing Is Becoming the Next Carbon Market
- Published
- Jul 7, 2026
- Duration seconds
- 672
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/episodes/how-corporate-water-pricing-is-becoming-the-next-carbon-market/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-corporate-water-pricing-is-becoming-the-next-carbon-market.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Episode 96 of Climate Economics with Fexingo explores the emerging market for water pricing and water risk disclosure. Lucas and Luna examine how companies like Microsoft, PepsiCo, and Alphabet are adopting internal water tariffs—charging their own business units for water use to drive conservation and efficiency. They break down the mechanics of water valuation, the role of the newly formed Water Disclosure Project (a spin-off from CDP), and why investors are starting to treat water risk like climate risk. The episode draws on real data: the World Resources Institute projects that by 2030, global water demand will exceed supply by 40 percent. The hosts discuss how water pricing is moving from a niche ESG concept to a boardroom priority, with specific examples from semiconductor manufacturing and beverage production. They also connect the trend to the broader shift toward natural capital accounting and the rise of 'water positive' corporate commitments. A concrete, numbers-driven episode that helps listeners understand why water is becoming a priced asset. #WaterPricing #WaterRisk #CorporateWater #NaturalCapital #ESG #Microsoft #PepsiCo #Alphabet #WaterDisclosureProject #WorldResourcesInstitute #Economics #ClimateEconomics #FexingoBusiness #BusinessPodcast #Sustainability #WaterScarcity #InternalCarbonPricing #WaterPositive Keep every episode free: buymeacoffee.com/fexingo