July 07, 2026

Below-Normal Monsoon & El Niño Threat … …

 


The India Meteorological Department announced last week its prediction that during July, below-normal rainfall is likely across most parts of the country – 94 percent of the long-period average of 280.4 mm – except the North-West and North-East regions, as well as East-Central India and the eastern peninsular region, where normal rainfall is likely. This is a double whammy, for the southwest monsoon of 2026 started with just 60 percent of its normal rainfall in June, the fifth-lowest since 1901, delaying the Kharif sowings across the country. Reports also indicate that the sowing of red gram, green gram and black gram in parts of Karnataka and Maharashtra has already been affected.  

This predicted below-normal rainfall in July, closely followed by a 40 percent deficiency in June’s normal rainfall, is certain to affect reservoir replenishments and water availability in several parts of India, including major cities. Reports indicate that water levels in the 166 reservoirs have already dropped from 50.45 billion cubic meters to 48.45 billion cubic meters. Further, a poor monsoon impacts the economy in three ways: it directly affects agricultural output, it hits the rural economy, denting aggregate demand, and it can also threaten to push up food prices, causing inflation.

Adding to these concerns, the World Meteorological Organization and the United States National Oceanic and Atmospheric Administration have confirmed the emergence of El Niño conditions in the Pacific. Sea-surface temperatures in the east-central Pacific Ocean are reported to be well beyond El Niño thresholds. Reports indicate that it is likely to continue till early spring and will intensify with time. All global models are indeed forecasting that it may become one of the most powerful El Niño events since 1950.

This news is triggering more fear, for El Niño is historically known to disrupt the southwest monsoon rainfall over India. However, there is a slight ray of hope: if the Indian Ocean Dipole (IOD), which is currently neutral, turns positive, it can bring more moisture to India, often resulting in monsoon rain even in an El Niño year. The IMD hopes that the IOD will turn positive in September, and if it does, it might mitigate the adverse impacts of a strong El Niño to some extent.

Nonetheless, amidst these uncertainties, the immediate concern is farmers and farming, particularly the vulnerable rainfed farming. Deficient rainfall in several regions, particularly during the critical August and September period, adversely affects standing kharif crops, which in turn sets in motion the vicious cycle of poor agricultural output, rising food prices, falling rural income, and a slide in overall economic growth. True, today, agriculture and allied activities may account for a meager 18 percent of national GDP, but a significant proportion of the Indian population still depends on agriculture for its survival. The Reserve Bank of India also identified an adverse southwest monsoon as one of the principal domestic risks to both growth and inflation. We have also seen how deficient rainfall and high temperatures owing to El Niño during 2023-24 exerted persistent pressure on food prices.

Of course, there is no cause for alarm at this stage, as the government is said to hold wheat and rice stocks of about 122 million tonnes – double the annual requirement under free food grain schemes – and around five million tonnes of pulses stock. So, what matters most now is managing the risk of localized stresses caused by deficient rainfall in the rural ecosystem by roping in all arms of the government – from the central to the state governments to district-level authorities – to draw district-level contingency plans to address weather uncertainty and execute them effectively in time.

The agencies implementing these plans must first design alternative cropping schemes in consultation with agricultural scientists to tide over the prevailing drought conditions, and also be ready with a sufficient stock of seeds of such select crops known for drought resistance so that farmers can catch up with the shortened growing season. The next in importance is the affordability of farmers for such quick switchovers to sow another crop. Having already spent their resources once on the failed first sowings, small and marginal farmers may find it difficult to purchase seed afresh unless timely financial support is available. So, banks should also be included in these contingency plans. Thirdly, farmers must be guided to practice moisture-conservation methods to minimize stress on growing crops. We are today better equipped than before in terms of scientific inputs and financial resilience to manage drought conditions. So, what matters more in minimizing the adverse impact of deficient monsoon rainfall is district-specific policy preparedness and effective execution of contingency plans through coordinated action across institutions.


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