Hi there, sharing my thoughts, it would help to really take the long view on Fluence. Fluence , to me, is a play on the rapid rate of urbanisation that the world is seeing. In fact, it has never been faster any other time this century and it's happening the fastest in Africa and Asia. China is the 3rd fastest urbanizing country since the mid 90's and we are seeing strains on water and all forms of infrastructure.
See UN report, and link below.
https://esa.un.org/unpd/wup/publications/files/wup2014-highlights.Pdf
I quote, "As the world continues to urbanize, sustainable development challenges will be increasingly concentrated in cities, particularly in the lower-middle-income countries where the pace of urbanization is fastest. Integrated policies to improve the lives of both urban and rural dwellers are needed. (Page 1 of report).
Regardless what happens with the US, China needs water infrastructure at the municipalities. Just my 2cts worth.
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