The latest forecasts from the World Meteorological Organization and the National Oceanic and Atmospheric Administration indicate that El Niño is expected to strengthen through the second half of 2026, peak around November 2026–January 2027, and gradually weaken during spring 2027, although the exact strength and timing remain uncertain. NOAA currently assigns a high probability that El Niño persists into early 2027, with a meaningful chance of becoming a very strong event. (Climate Prediction Center)
Expected evolution (2026–2027)
| Period | Expected ENSO stage | Likely agricultural impact |
|---|---|---|
| Q2 2026 | El Niño develops | Initial changes in rainfall over the Pacific |
| Q3 2026 | Moderate to strong | Indian monsoon risk increases; Australia becomes drier |
| Q4 2026 | Peak intensity | Maximum impact on global agriculture |
| Q1 2027 | Strong but weakening | Crop stress continues in many tropical regions |
| Q2 2027 | Transition toward neutral | Weather impacts gradually diminish |
El Niño does not physically travel
One common misconception is that El Niño moves around the globe.
Instead:
The warm ocean water develops in the central and eastern equatorial Pacific.
This shifts tropical rainfall eastward.
The atmospheric circulation (Walker Circulation) changes.
Those atmospheric changes alter rainfall and temperatures across much of the world.
The warm-water anomaly remains largely confined to the tropical Pacific, while the weather impacts spread globally through atmospheric teleconnections. (Climate.gov)
Approximate timeline
Apr-Jun 2026
Western Pacific → Central Pacific warming
Jul-Sep 2026
Warm pool expands eastward
Oct-Dec 2026
Maximum warming reaches Eastern Pacific
(Global impacts strongest)
Jan-Mar 2027
Warm anomaly slowly weakens
Apr-Jun 2027
Return toward ENSO-neutral
Regional crop impacts
| Region | Rainfall | Main crops | Expected impact |
|---|---|---|---|
| India | ↓ | Rice, pulses, sugarcane | Lower yields if monsoon weakens |
| Southeast Asia | ↓ | Palm oil, rice | Production declines |
| Australia | ↓↓↓ | Wheat, barley, canola | Significant drought risk |
| Indonesia | ↓↓↓ | Palm oil, rubber | Lower output and wildfire risk |
| Brazil (South) | ↑ | Soybeans, corn | Better yields locally |
| Brazil (North) | ↓ | Coffee | Moisture stress |
| Argentina | ↑ | Soybeans, maize | Improved growing conditions |
| United States (Midwest) | Mixed | Corn, soybeans | Variable impacts depending on season |
| Southern Africa | ↓ | Maize | Elevated drought risk |
| East Africa | ↑ | Maize | Increased flood risk in some areas |
| Peru & Ecuador | ↑↑ | Bananas, cocoa | Flood damage risk |
Commodities most exposed
Potential winners
Wheat (North America, Black Sea)
Soybeans (Argentina)
Brazilian southern corn
Potential losers
Rice (India, Thailand)
Palm oil (Indonesia, Malaysia)
Sugar (India, Thailand)
Coffee (Brazil, Vietnam)
Cocoa (parts of West Africa and Ecuador)
Cotton (India, Australia)
India
The greatest concern for India is the Southwest Monsoon (June–September).
Expected impacts include:
Reduced rainfall over central and northwestern India
Lower reservoir inflows
Higher irrigation demand
Heat stress during flowering for many crops
Reduced rice, pulses, sugarcane, cotton and soybean yields if rainfall deficits persist
Not every El Niño produces a weak monsoon, but it increases the probability of below-normal rainfall rather than guaranteeing it. (ResearchGate)
Global risk ranking (2026–2027)
| Commodity | Risk |
|---|---|
| Palm oil | 🔴 Very High |
| Rice | 🔴 Very High |
| Sugar | 🔴 Very High |
| Coffee | 🔴 Very High |
| Cocoa | 🔴 Very High |
| Cotton | 🟠 High |
| Corn | 🟡 Moderate |
| Soybeans | 🟡 Moderate |
| Wheat | 🟡 Moderate |
The combination of a potentially strong El Niño and an already warmer global climate means that weather extremes—including droughts, heatwaves, and intense rainfall—could be amplified compared with many historical El Niño events. (reuters.com)
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