Guided story
What El Nino Does to the Indian Monsoon
El Nino tilts the odds toward a weak monsoon, but it does not lock in drought. The Indian Ocean, irrigation, stocks and policy all get a vote. Here is what the data says.
Why look at 125 years of monsoon rainfall? The India Meteorological Department has tracked every June-to-September monsoon since 1901. That record shows a system that never repeats: a deficit of 13.8% in 1901, a surplus of 7.8% in 2025, and every shade in between. The monsoon delivers roughly 70% of India’s yearly rain, and its long-period average is about 88 cm. But the average is just a number. This chart, as stripes, makes visible the relentless irregularity that sits behind every farmer’s anxiety. Some years the sky opens; some years it stutters. No two are alike. That is the raw material that El Nino interacts with, a baseline of constant surprise.
A century and a quarter of monsoons that never sit still
IMD all-India June-September rainfall departure · 1901-2025
Since 1901, no two Indian monsoons have been identical; the rainfall departure record is a constant wobble.
Each stripe is one June-to-September monsoon season. Blue means the country got more rain than the long-period normal; brown means less. The earliest stripe, 1901, is dry at -13.8%. The latest, 2025, is wet at +7.8%. In between, the colours flicker without settling into a pattern. A run of dry years can be followed by a wet spell. The monsoon delivers about 70% of India’s annual rain, so even a small-looking departure can have a large effect on soil moisture, reservoirs and crops. This chart is the starting point for answering whether El Nino stands out in that long record.
How do we track the monsoon's ups and downs year by year? Stripes are good for seeing the sequence, but a line chart shows how one season’s rain follows the next. From 4.2% above normal in 1950 to the 7.8% of 2025, the line swings above and below the zero mark. Sequences matter: a run of good years fills reservoirs and builds confidence, while a dry year after a good one hurts less. The chart also sets up the El Nino years we will shade later. For now, notice that the monsoon’s tendency is to oscillate, not to stick to any one pattern for long. That is why picking out a single cause is hard.
The same record as a line, so the swings are easy to follow
IMD + NOAA · enso-iod-imd-monsoon-join
2025 · latest point
Turning the stripes into a line reveals how one year’s rain follows the next, and how quickly the monsoon can flip from surplus to deficit.
This line traces the same monsoon departure figures from 1950 to 2025. It starts at +4.2% in 1950 and ends at +7.8% in 2025. The line swings visibly above and below the zero line. A cluster of wet years, like the early 1950s, can build up groundwater, while a sudden dry year like 1965 (-18.6%) can catch farmers off guard. The line’s upturns and downturns are the backdrop against which El Nino’s influence is measured. It shows that the monsoon is inherently jumpy, so attributing any single year to one cause is hard.
So does El Nino make the monsoon drier? Group every monsoon since 1950 by the Pacific’s state at the time, and average the rainfall departure. In the 26 years when El Nino was active at any point in the season, the all-India rain came in 3.2% below the long-period normal. That is still inside IMD’s ‘normal’ band of roughly ±10%, but it is the driest of the three. Neutral years averaged a 2% surplus, and La Nina years, when the Pacific is unusually cool, a 5.9% surplus. The count of years that fell below zero rain departure tells the same story: 15 of 26 El Nino seasons, against 9 of 27 neutral and only 4 of 23 La Nina. The Pacific tilts the scale.
On average, El Nino monsoons are the driest
Average rainfall departure by Pacific state · all-India · 1950-2025
When the Pacific is in El Nino, India’s monsoon averages 3.2% below the long-period normal, but that figure hides a wide range of outcomes.
The chart groups all monsoon seasons since 1950 into three buckets: El Nino, neutral, and La Nina. The bars show the average departure for each group. El Nino years (26) averaged -3.2%, while neutral years (27) got +2% and La Nina years (23) got +5.9%. The numbers below the bars count how many years in each group fell below zero. In El Nino, 15 out of 26 were dry; in La Nina only 4 out of 23. The visual makes clear that the Pacific tilt is real, but it also shows that the average El Nino deficit is still inside the normal range, which is why the next chart on extremes is needed.
How much does El Nino raise the risk of a poor monsoon? Not every dry monsoon is a crisis. The Ministry’s worry threshold is usually a departure of more than 10% below normal. In the period since 1950, 57.7% of El Nino years fell below normal, nearly double the share in neutral years (33.3%) and more than triple the share in La Nina years (17.4%). For deeper deficits, the gap widens: 30.8% of El Nino years saw a deficit greater than 10%, against 7.4% of neutral and only 4.3% of La Nina. So yes, El Nino roughly doubles the odds of a weak monsoon. But it is not deterministic: 11 of 26 El Nino monsoons still finished above normal.
El Nino roughly doubles the odds of a weak monsoon
Share of each Pacific state's years that finished below normal · 1950-2025
57.7% of El Nino monsoons finished below normal, compared to 33.3% for neutral years.
The chart shows the share of years in each Pacific category that finished below normal, using IMD’s definition. The El Nino bar reaches 57.7%, nearly double the neutral 33.3% and more than triple La Nina’s 17.4%. It also breaks out more extreme thresholds: 30.8% of El Nino years fell more than 10% below normal, against only 7.4% of neutral years. So the risk of a serious drought is much higher during El Nino. Still, the bar is not 100%, a point the next charts reinforce with exceptions and definition checks.
Is the El Nino link really as mild as -3.2% rain? The number that gets quoted depends on the rulebook. The widest count, any El Nino brushing the season, gives the -3.2% average over 26 years. But if you count only those monsoons when the Pacific stayed in El Nino through all four months, the average deficit deepens to -6.8% over 17 years, and below-normal years rise to 71%. Focus on the strongest events, and the average is -12.1% across 7 years. In other words, the bottom-line number is a choice. The El Nino monsoons people remember, 1972 and 2002, are worse than the headline suggests.
When in the season the rain goes missing
Average monthly rainfall departure, El Nino monsoons vs a typical year · all-India
El Nino monsoons are driest in June and September, the onset and withdrawal months.
Two sets of bars compare the average monthly rainfall departure in El Nino monsoons against a typical year. In El Nino, June runs 10.3% below normal, July -6.1%, August -2.7% and September -10.8%. A typical year runs close to zero in all months. The chart reveals a U-shaped pattern: the deficit is deep at the start and end of the season, while August holds up best. For a farmer, a 10% shortfall in June means sowing is delayed, which can reduce yields even if July and August recover. A 10% shortfall in September saps the final grain-filling stage.
Has the El Nino-monsoon relationship been changing? In the late 1990s, scientists noted that the Pacific’s influence on the Indian monsoon seemed to be weakening. This chart tracks the relationship as a 21-year rolling correlation between the ONI and monsoon rainfall. The correlation does wobble: it weakened to its weakest near the late 1990s, then tightened again through the 2000s and 2010s. By the 2015 window, the correlation was -0.64, meaning the Pacific’s warming and India’s drying still move together, but not as strongly as in some earlier periods. The lesson: the historical base rate is a guide, not a guarantee, for the current year.
Has the Pacific's grip on the monsoon loosened?
IMD + NOAA · enso-iod-imd-monsoon
2015 · latest point
The rolling correlation between Pacific warmth and monsoon rainfall dipped near zero in the late 1990s but has since tightened.
The line shows a 21-year running correlation between the ONI and all-India monsoon rainfall. A more negative number means a stronger link (warmer Pacific, drier India). The correlation started at -0.53 in 1960, weakened to near zero around the late 1990s, and then strengthened again to -0.64 by 2015. The wobble is large enough that scientists have debated whether the relationship is breaking down. For the reader, the practical point is that the historical base rate from 1950-2025 is a guide, not a fixed law. The Pacific’s grip has not vanished, but it is not constant either.
Is the Pacific the only ocean that matters? No. Right beside India, the Indian Ocean has its own temperature seesaw, the Indian Ocean Dipole or IOD. When its western half near Africa warms and its eastern half cools, the resulting difference in sea temperatures (measured by the Dipole Mode Index, or DMI) can pull rain into the monsoon. The chart here places the Pacific’s ONI and the IOD’s DMI on the same timeline. They often swing differently. A positive IOD can fight a drying Pacific, while a negative IOD can make a weak monsoon worse. Watching only the Pacific is like listening with one ear.
Two oceans, not one, set the monsoon's odds
Pacific ONI and Indian Ocean Dipole, monsoon-season averages · 1950-2025
2025 · latest point
The Pacific and the Indian Ocean often swing in different directions, creating a tug-of-war that shapes the monsoon.
Two lines are plotted together: the ONI (Pacific) and the DMI (Indian Ocean Dipole). The ONI shifted into a warm El Nino state in 1951, 1957, 1965, 1972, 1982, 1987, 1991, 1997, 2002, 2004, 2009, 2015 and 2023. In several of those years, the DMI was also positive, 1972, 1982, 1997, 2015, while in others it was negative or neutral. A positive DMI can add moisture to the monsoon, offsetting a drying Pacific. The chart lets a reader scan for years when both were unfavourable (El Nino with a negative dipole, like 1965) versus years when they opposed each other.
Can a warm Indian Ocean offset a dry Pacific? This chart splits the El Nino monsoons into two groups: those with a positive IOD and those without. When an El Nino monsoon coincided with a positive dipole, the all-India rainfall averaged just -0.3%, essentially normal. Without a positive dipole, the average slipped to -3.9%. The sample is small, only 5 years, but the hint is clear: the Indian Ocean can push back. The textbook example is 1997, a record El Nino with a strong positive IOD, and the monsoon held. Yet it is not a perfect shield; 1972 was a severe drought even with a positive dipole.
Does the Indian Ocean rescue an El Nino monsoon?
Average rainfall in El Nino years, split by the Indian Ocean Dipole · 1950-2025
El Nino monsoons with a positive IOD averaged near-normal rain, while those without it averaged a clear deficit.
The chart splits all 26 El Nino monsoon seasons into two groups: 5 with a positive IOD and 21 without. The positive IOD group averaged just -0.3% rainfall departure, barely below normal. The other group averaged -3.9%. A comparison bar for all La Nina monsoons (+5.9%) is also shown. The sample of positive IOD years is small, but the difference is large enough to matter. The strongest supporting case is 1997, a record El Nino that was counterbalanced by a strong positive IOD, and the monsoon survived. The chart drives home the point that the Indian Ocean gets a vote.
So which El Nino years came out wet? If the article stopped at the drought years, it would mislead. A large minority of El Nino monsoons finished near-normal or surplus. The top exception was 1958, with a 14% surplus, despite a moderate El Nino and a negative IOD. 1953 delivered a 10.7% surplus, and 1963 a 4.4% surplus. Even 1991, a year of economic crisis, saw only a -1.4% rainfall deviation. These years remind us that El Nino is not a sentence. The monsoon has other drivers, and sometimes they win.
The El Nino years that refused to follow the rule
El Nino monsoons that still finished near-normal or wet · rainfall departure
11 El Nino monsoons still finished with near-normal or surplus rain, including 1958’s 14% surplus.
The chart lists the years when El Nino was present during the monsoon but the all-India rainfall departure was near normal or positive. Each bar is a single year, and the colour indicates the rainfall departure: blue for surplus, grey for near normal. The list starts with 1953 (+10.7%) and includes 1957 (-0.5%), 1958 (+14%), 1963 (+4.4%), 1969 (+3.8%), 1976 (+1.9%), 1977 (+3.4%), 1983 (+14%), 1991 (-1.4%) and 1992 (-1.4%). These 11 years, from a total of 26 El Nino monsoons, are the statistical basis for the page’s thesis: El Nino is a loaded dice, not a fixed outcome.
Which El Nino years brought the worst droughts? This is the guardrail chart. The worst El Nino monsoons on record are benchmarks against which 2026 will be measured. 1972 stands first, with a 22.3% deficit, followed by 2002 at 20.9%. 1965 lost 18.6%, and 2009 shed 18.3%. These were the years when the monsoon failed badly. 1972 and 2002 also bracket a shift in the economy: the share of agriculture in GDP had shrunk by the 2000s, so the macroeconomic blow was less. But for the farmer in Bundelkhand or Marathwada, the rainfall number on the gauge was the same stark shortfall.
...and the El Nino droughts India still remembers
The deepest all-India rainfall deficits among El Nino monsoons
1972 and 2002 are the two worst El Nino monsoons on record, with deficits of 22.3% and 20.9%.
The chart lists the ten largest all-India rainfall deficits among El Nino monsoons since 1950. The bars are sorted from worst to least: 1972 (-22.3%), 2002 (-20.9%), 1965 (-18.6%), 2009 (-18.3%), 1987 (-14.3%), 1951 (-13.2%), 2015 (-12.7%), 1982 (-11.4%), 2004 (-9.6%) and 1986 (-8.5%). Each row also shows the ONI and DMI values for that season. The presence of 1982 and 2015, which had positive IODs, reminds us that a favourable Indian Ocean is not a full shield. These years are the cautionary tales.
Does El Nino hit all of India the same way? No. The all-India number conceals large differences. This chart splits the El Nino years into the four IMD homogeneous regions and shows each region’s rainfall departure as a separate line. The northwest, the wheat-and-pulses belt, often swings deepest into deficit, while the south peninsula can stay close to normal. In 1951, the northwest lost 27.9% while the south lost only 6.7%. In 2023, the all-India number was -5.3%, but the northeast plunged to -17.5% even as the northwest gained 1.2%. India does not eat an average.
El Nino hits the northwest hardest
Average rainfall departure in El Nino monsoons, by region · 17 events
Northwest India loses 14.2% of its typical monsoon rain during El Nino years, nearly double the national figure.
The chart averages the 17 monsoons when the Pacific was in El Nino all season, and shows the mean departure for each region. Northwest India tops the list at -14.2%, followed by Central India at -9.4%, South Peninsula at -7.4%, and the all-India figure at -6.8%. The northwest includes the wheat-and-pulses belt, where kharif crops like bajra, moong and cotton depend almost entirely on monsoon rainfall. This extra dryness is why El Nino often shows up in pulse and oilseed prices before cereal prices. The mechanism is that El Nino weakens the monsoon trough over northwest India.
Which part of India loses the most rain? Averaging the 17 El Nino monsoons where the Pacific stayed warm all season, the northwest lost 14.2% of its typical rain, nearly double the all-India figure of -6.8%. Central India lost 9.4%, and the south peninsula 7.4%. The northwest is the most monsoon-dependent for its kharif crops, so this extra dryness matters for pulses, cotton and millets. The pattern arises because El Nino weakens the monsoon trough and the rain-bearing systems that travel up the Gangetic plain into the northwest.
Where El Nino actually cuts the rice harvest
Average kharif rice yield change in El Nino monsoons, by state · ICRISAT district data · 1966-2017
States shown in grey (Ladakh, Sikkim, Jammu and Kashmir, Mizoram, Manipur, Nagaland, Tripura, Arunachal Pradesh, Goa, Meghalaya, Dadra and Nagar Haveli and Daman and Diu, Chandigarh, Andaman and Nicobar Islands, Delhi) were not covered by the survey sample, so no estimate exists for them. They are left uncoloured rather than counted as zero.
El Nino’s rice-yield damage concentrates in the rainfed belt of eastern India, while yields in irrigated Punjab and Haryana often rise above normal.
The map shows the average kharif rice-yield change in El Nino years, measured against the crop’s own five-year normal. States in the rainfed eastern and central belt, Jharkhand, Bihar, Chhattisgarh, typically see yield declines, shaded in orange and red. The highly irrigated northwestern states of Punjab and Haryana are shaded green, indicating yields above their recent normal. The all-India rice yield is nearly flat, but that average cancels out the losses in the east against the gains in the northwest. The pattern is driven by irrigation access, which decouples the harvest from the rainfall in the canal and tubewell districts.
When in the season the rain goes missing In El Nino monsoons, the rain shortfall concentrates at the two ends: June, the onset month, runs 10.3% below a typical June, and September, the withdrawal month, runs 10.8% below. July is a bit better at -6.1%, and August holds up best at -2.7%. A weak June means sowing is delayed; a dry September saps the final fill of the grain. The middle months can partially recover, but a late start often sets the crop behind. The monthly chart explains how a season with a modest overall deficit can still damage the harvest, if the rain is missing when it is needed most.
Rainfall still shows up in the harvest
Correlation of monsoon rainfall with crop output · DES panel · 1950-51 to 2024-25
The correlation between monsoon rainfall and foodgrain output is 0.71, meaning they still rise and fall together most years.
The chart shows the cross-correlation between monsoon rainfall and annual crop output for six broad crop groups from 1950-51 to 2024-25. Foodgrains and rice both register a 0.71 correlation coefficient, a strong positive relationship. Oilseeds follow at 0.66. Coarse cereals and pulses are weaker at 0.51 and 0.41. Wheat, a winter crop that relies on stored moisture and irrigation, shows only 0.37. These numbers mean that while the monsoon is no longer the sole master of the harvest, it remains the single biggest driver of year-to-year swings in total food production. Irrigation and technology have not severed the link; they have loosened it.
Where El Nino actually cuts the rice harvest The rainfall map tells one story; the harvest map tells another. This choropleth shows the average change in kharif rice yield during El Nino years, measured against the crop’s own five-year normal. The damage clusters in the rainfed rice belt of eastern India, Jharkhand, Bihar, Chhattisgarh, where yields typically fall below their recent average. Meanwhile, heavily irrigated Punjab and Haryana often register yields above normal. The all-India rice yield across El Nino years is nearly flat, but that average hides a geography of winners and losers. The rice that feeds the public distribution system is largely irrigated and less vulnerable; the rice a sharecropper in Jharkhand depends on is rainfed and more exposed.
Why the rainfall map is not the yield map
El Nino-year yield vs the crop's own prior 5-year average: irrigated rice vs rainfed coarse cereals, by region · ICRISAT · 1966-2017
Irrigated rice in the northwest gained 7.3% yield during El Nino years, while rainfed coarse cereals in the same region fell 11.8%, proving irrigation is the key buffer.
Two crops in the same regions tell the story. The top set of bars shows irrigated rice yields during El Nino years. In the northwest, rice averaged 7.3% above its recent five-year normal. But the bottom bars, showing rainfed coarse cereals, reveal a very different picture: in the northwest, they fell 11.8% below normal. In Central India, rice fell 3.1% while coarse cereals fell 1.2%. In the south, both were small positives. The chart makes the case that where canals and tubewells reach, the Pacific’s influence on yields is largely muted. Where they don’t, the rain deficit translates directly into lost harvest.
Why the rainfall map is not the yield map This chart drives the point home by comparing two crops in the same regions. In the northwest, rice, over 90% irrigated, averaged a 7.3% yield gain during El Nino monsoons, even though that same region lost the most monsoon rain. But rainfed coarse cereals in the northwest, like bajra and jowar, fell 11.8% below their recent normal. Across the rest of India, the contrast is similar but less extreme. Canals and tubewells decouple yields from rainfall. The lesson is simple: the Pacific decides how much rain falls; irrigation decides how much that rain matters for the harvest.
Same El Nino, very different Indias
Rainfall departure in El Nino years, by IMD region
All India
Northwest
Central
South
NE India
The same El Nino can cause a drought in one region and a surplus in another, as 2023 showed.
This visual splits El Nino monsoon years into the four IMD homogeneous regions and plots each region’s rainfall departure as a separate small line chart. The full set of years is shown, so a reader can swipe through the four panels. In 2023, the all-India line shows -5.3%, but the northeast line plunges to -17.5% while the northwest line rises to +1.2%. In 1951, northwest lost 27.9% while south peninsula lost only 6.7%. The charts demonstrate that a national average is a poor guide to local reality, and that El Nino’s local effect depends on the orientation of the monsoon trough and the path of rain-bearing systems.
Which crops El Nino actually hits Groundnut, a rainfed oilseed, saw an 8.3% drop in yield during El Nino years. Sorghum and pearl millet followed at -7.3% and -6.8%. Pigeonpea, a pulse that often grows on residual moisture, was down 5.1%. At the other end, rice was nearly flat, and sugarcane, which is mostly irrigated, edged up 1.7%. The largest damage is to the crops that drink straight from the clouds, oilseeds, millets and pulses. These are precisely the foods where prices can spike after a weak monsoon.
Which crops El Nino actually hits
Average El Nino-year yield vs the crop's own prior 5-year normal, all-India · ICRISAT · 1966-2017
Rainfed oilseeds and millets suffer the largest El Nino yield losses; irrigated crops like rice and sugarcane are barely affected.
The chart shows the average yield change in El Nino years for ten major crops, measured against each crop’s recent five-year normal. Groundnut leads the losses at -8.3%, followed by sorghum (-7.3%), pearl millet (-6.8%), pigeonpea (-5.1%) and oilseeds overall (-5.1%). Maize is down 2.4%. At the other end, rice is nearly flat (+0.3%), cotton is up 1.2% and sugarcane gains 1.7%. The pattern sorts by water source: crops that rely heavily on monsoon rainfall lose yield; crops supplied by irrigation hardly move. This explains why a weak monsoon shows up first in edible oil and dal prices.
Does the monsoon still determine how much grain we grow? More than seven decades of crop data say yes. The correlation between monsoon rainfall and foodgrain output is 0.71, a strong, positive link. For rice, it is the same 0.71. For oilseeds it is 0.66, and for pulses 0.41. Wheat, which grows in the winter, is weakly linked at 0.37. These numbers mean that when the monsoon does well, foodgrain production rises, and when it falters, production often dips. The connection is not perfect, irrigation, temperature and policy intervene, but the monsoon remains the broad basis of India’s food supply.
The food buffer India carries into the 2026 risk season
Production estimates for major crops · UPAg 2025-26 Third Advance Estimates
India enters the 2026 monsoon with near-record production of foodgrains, rice and wheat, providing a substantial buffer against a weak kharif.
Based on the third advance estimates for 2025-26, foodgrain production is estimated at 3,765.63 lakh tonnes. Rice is pegged at 1,540.24 lakh tonnes, wheat at 1,206.57 lakh tonnes, pulses at 274.09 lakh tonnes and oilseeds at 430.59 lakh tonnes. Sugarcane is estimated at 5,000.63 lakh tonnes and cotton at 290.24 lakh tonnes. These are near-record levels. The large stocks of rice and wheat in government warehouses mean that a single poor southwest monsoon is unlikely to cause a cereal shortage. The risk for consumers concentrates in pulses and perishables, where public stocks are smaller and supply chains are more local.
Does El Nino really hurt farm output? Looked at through the national accounts, the answer is mixed. Real agricultural GVA growth averaged 3.1% per year in El Nino monsoon years, against 3.2% in neutral years and a brisk 6.3% in La Nina years. So farm output does grow more slowly when the Pacific is warm, but the average drag is modest. Much of agriculture, dairy, horticulture, winter crops, is not directly hit by the summer monsoon. And in a big El Nino year, the growth can still be positive, as in 1997. The aggregate hides the deeper pain in specific regions and crops.
Farm output feels the Pacific - but less than you would guess
Average real agriculture GVA growth by Pacific state · RBI national accounts · 1951-2025
Real agricultural GVA grows at 3.1% per year in El Nino years, compared to 6.3% in La Nina years, a drag but not a crash.
Using Reserve Bank of India national accounts data from 1951 to 2025, the chart averages annual real agriculture GVA growth under three Pacific states. In 16 El Nino monsoon years, growth averaged 3.1%. In 41 neutral years, it was 3.2%. In 17 La Nina years, it jumped to 6.3%. The divergence is clear: farm output grows about twice as fast in La Nina years as in El Nino ones. Yet the El Nino average remains positive, reflecting the growing weight of dairying, horticulture and winter crops that are not directly hit by the June-to-September rain. The chart tempers the drought narrative with the fact that the whole farm sector rarely shrinks.
What crops does India have in stock before the 2026 monsoon? Whether a weak monsoon turns into a food-price shock depends partly on the stockpile. The latest government estimates for the 2025-26 crop year put foodgrain production at 3,765.63 lakh tonnes, rice at 1,540.24 lakh tonnes, wheat at 1,206.57 lakh tonnes and pulses at 274.09 lakh tonnes. Oilseeds are estimated at 430.59 lakh tonnes. These numbers are near records. Large public buffer stocks of rice and wheat, in particular, mean that a single poor kharif is unlikely to empty the shelves. But they do not guarantee immunity from a spike in perishables like vegetables and pulses.
A drought does not automatically mean dearer food
Post-monsoon (Oct-Dec) wholesale food inflation in El Nino years · RBI WPI · 1982-2024
The 2002 monsoon, the second-worst El Nino drought in the record, saw only 0.9% post-monsoon wholesale food inflation.
The chart lists eight El Nino monsoons since 1982 and their post-monsoon (October-December) wholesale food inflation. 1991, a near-normal monsoon, had the highest inflation at 23.1%, driven by a balance-of-payments crisis and rupee devaluation. The two worst monsoons, 1987 (-14.3% rain) and 2002 (-20.9% rain), saw food inflation of just 8.8% and 0.9%, respectively. In 2002, large public grain stocks and a global commodity lull kept prices low despite the drought. The monsoon is a trigger for food prices, but stocks, trade policy and global markets are the transmission mechanism. A dry year does not automatically mean dearer food.
Does a weak monsoon always push food prices up? No. The eight El Nino monsoons since 1982 produced post-monsoon wholesale food inflation ranging from near zero in 2002, the worst drought of that span, to 16.9% in 2009, a severe drought, to 23.1% in 1991, a near-normal monsoon year. 2002 saw a 20.9% rain deficit yet barely any food inflation because large public grain stocks and a global commodity lull held prices down. The monsoon is a trigger, but prices also answer to stocks, trade policy and global markets.
After a drought, food prices do not move as one
Post-monsoon wholesale inflation by food group, four El Nino droughts · RBI WPI
In 2009, cereals rose 14.5% but pulses surged 32.6% and onions 29.2%; in 2002, despite a larger rain deficit, pulses and vegetables fell.
The chart splits post-monsoon wholesale food inflation into four commodity groups for four El Nino drought years. In 2009, all groups rose, but pulses jumped 32.6% and onions 29.2%, while cereals increased only 14.5%. In 2002, cereals were up a muted 3.1%, and pulses, vegetables and onions all posted negative inflation. The 2015 drought saw a 51.6% spike in pulses but only 1.3% in cereals. The pattern is clear: cereals, which are stored by the government, show small price moves in drought years. Perishable vegetables and the less-storable pulses show the sharp spikes. Food inflation after a poor monsoon is a story of a few items, not a uniform rise.
Which foods get more expensive after an El Nino? Food is not one thing. In 2009, with an 18.3% rain deficit, cereals rose 14.5%, pulses surged 32.6%, and onions jumped 29.2%. By contrast, in 2002, despite a worse 20.9% deficit, pulses fell 5.3% and onions dropped 4.9%. Cereals often move little across droughts, sheltered by public stocks and procurement. The sharp spikes are in vegetables and pulses, where supply is more local and less storable. This is why food inflation after a drought is a story of a few specific items, not a uniform rise.
El Nino is one driver of food prices, not the only one
Headline, wholesale-food and retail-food inflation, with El Nino monsoon years shaded · 1960-2025
2024 · latest point
The tallest inflation spike in the record, 28% in 1974, happened in a year with no El Nino, driven by the global oil shock.
Three inflation lines are plotted from their respective start dates: headline CPI from 1960, wholesale food from 1983, and retail food from 2012. El Nino monsoon years are shaded in red. Many of the shaded years show no exceptional spike; some, like 2002, sit near zero. The 1974 peak, the highest on the chart, was an oil-price event. The 1991 spike was a currency crisis. The 2020 and 2022 spikes were not monsoon-driven. The wholesale-food line is the most sensitive to the monsoon, yet even it does not climb in every shaded band. The visual makes clear that El Nino is only one thread in the inflation story.
Is El Nino the main cause of food inflation in India? Look at the long sweep of inflation since 1960, with El Nino monsoon years shaded. The tallest peak of headline CPI, nearly 28% in 1974, was an oil shock, not an El Nino. The 1991 spike owed more to a balance-of-payments crisis and rupee devaluation. The wholesale-food line, which starts in 1983, climbs in some but not all shaded years. The retail-food line, available from 2012, sits below the wholesale line where they overlap. El Nino is a contributor, but it is not the master switch. Oil prices, global food markets, public stocks and trade policy all get a vote.
How you define 'an El Nino year' changes the headline
Average all-India rainfall under three El Nino definitions · 1950-2025
Defining El Nino strictly doubles the average deficit and almost doubles the share of below-normal years.
The chart shows three El Nino definitions and La Nina as contrast. The loosest, any El Nino during the season, gives a -3.2% average over 26 years. Restricting to monsoons where El Nino persisted all four months (JJAS ONI ≥ 0.5) yields -6.8% over 17 years, with 71% below normal. Strong El Ninos only (peak ONI ≥ 1.5) average -12.1% over 7 years, with 86% below normal. La Nina years average +6.8%. The bars and the shares make plain that the familiar -3.2% figure is the most generous reading. The El Nino monsoons that people remember are the strict and strong ones.
Why does a bad monsoon matter less for GDP but still so much for people? Agriculture’s share of India’s gross value added has fallen from over 60% in 1951 to about 14% today. So an identical rainfall miss now moves headline GDP much less. But the share of India’s workers still in farming has fallen far more slowly, from 63% in 1991 to about 42% in 2025. That gap between the two lines is the human heart of the monsoon question. A drought is a small event for the GDP growth rate and a large event for millions of livelihoods. Food still takes a big slice of poor households’ budgets, so the monsoon sets rural incomes and the price of a meal even when it barely dents the growth figure.
A shrinking share of the economy, but still two in five jobs
Agriculture's share of India's output and of its workforce · 1951-2025
2025 · latest point
Agriculture’s share of GDP has fallen from 62% to 14%, but its share of employment has fallen only from 63% to 42%, leaving a wide gap.
Two lines tell the story of farming in modern India. The dark line, agriculture’s share of gross value added, drops from 61.7% in 1951 to 13.8% in 2026. The light line, agriculture’s share of total employment, falls from 63.1% in 1991 to 41.6% in 2025. The gap between the two is the reason a drought is a small event for GDP and a large event for livelihoods. Over 40% of Indian workers still depend on farming for their income, and food takes a large share of poor households’ budgets. So even when the monsoon barely dents the growth rate, it still sets rural wages and the price of a meal for millions.