# How Corporate Water Pricing Is Becoming the Next Carbon Market Page: 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 Text version: 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 Podcast: [Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs](https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781) Published: 2026-07-07T07:08:00+00:00 Episode link: https://audio.fexingo.com/business/climate-economics/episode-0096.mp3 Audio file: https://audio.fexingo.com/business/climate-economics/episode-0096.mp3 Processing state: not_requested JSON: 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 Duration seconds: 672 ## Resource 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 ## Actions - request_transcript: `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. - read_markdown: `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. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.