May. 19 at 5:40 PM
$CDZI water scarcity is getting easier to explain now.
NOAA has El Niño odds high into winter. Western snowpack already broke ugly. Lake Powell inflow risk is ugly. Colorado River cuts are moving from theory toward policy.
That helps the CDZI story.
It doesnt erase the weak spot.
This is still a financing clock. WIFIA lane, Mojave storage, pipeline logic, tribal capital, signed agreements on one side. Losses, cash burn, debt, preferred obligations, & 100M to 125M authorized share vote on the other.
Scarcity is real. Funding decides who gets paid.