The Engine tracks energy, minerals, semiconductors, and finance as chokepoints — but water scarcity may be the constraint that breaks faster than any of them. Data center cooling alone: a single hyperscaler facility consumes 1-5 million gallons/day. The Racine/Fairwater complex needs 8.4M gal/yr from the Great Lakes. Stargate at Piketon needs cooling for 9.2 GW. Meanwhile: Colorado River at 75% historical flow, Ogallala Aquifer depleting at 1% per year with no recharge, Chennai/Cape Town/Mexico City all approaching Day Zero, and the Iran war threatens Strait of Hormuz desalination supply chains serving Gulf states (Saudi Arabia desalinates 70% of its drinking water). Trump's threat to 'blow up desalination plants' is a threat to weaponize the water variable. The engine assumes energy is the binding constraint on the Genesis architecture. But if water breaks first — and it's breaking in multiple locations simultaneously — the physical substrate can't be built regardless of energy supply. Falsification: track water acquisition as leading indicator. If Big Three-aligned entities begin acquiring water rights at scale (as they did with farmland 2020-2023), the engine should upgrade water from background variable to primary constraint.