Thirsty for Growth: The Gulf Coast’s Water Reckoning

C-MACC Weekly Sustainability and Energy Transition Report

Thirsty for Growth: The Gulf Coast’s Water Reckoning

• 1st Topic of the Week: Water scarcity is silently repricing industrial advantage; will leaders redesign growth, supply chains, and cooling to treat water like capital, before shortages strand assets and strategies?
• 2nd Topic of the Week: Will regions that pair their natural advantages with deep balance sheets convert today’s policy slippage and fuel volatility into bankable hydrogen progress, while color debates stall everyone else?
• Otherwise – grid equipment strategies accelerate; minerals alliances rise; carbon management monetizes; US ethanol exports rise; storage dispatchability dominates; capital shifts blend project-finance and infrastructure.

Exhibit 1: Corpus Christi, TX, water demand, supply decline, and escalating drought status signal structural shortfall.

Source: City of Corpus Christi, October 2025