India experienced extreme weather events on 92 per cent of days between January and September 2026, resulting in thousands of deaths and extensive damage to agricultural land, houses and livestock, according to a new assessment by the Centre for Science and Environment (CSE) and Down To Earth released on Nov 4. The findings highlight the growing frequency of weather-related disasters and the mounting pressure on communities, livelihoods and public infrastructure.

The report, Climate India 2026: An Assessment of Extreme Weather Events, released on November 4, recorded extreme weather on 251 of the 273 days during the first nine months of the year. These events included heatwaves, cold waves, lightning, thunderstorms, heavy rainfall, floods and landslides.

The assessment estimated that extreme weather claimed 3,220 lives, affected 4.25 million hectares of cropped area, destroyed 128,334 houses and killed 47,244 animals during the period. The scale of the damage points to the increasing exposure of communities and economic activities to climate-related hazards.

The report’s five-year analysis also indicates that extreme weather has become a persistent feature of India’s climate risk. The proportion of days affected by such events increased from 86–88 per cent in 2022 and 2023 to 93 per cent in 2024 and 99 per cent in 2025. Across the five-year assessment period, extreme weather events claimed an estimated 16,200 lives and affected at least 20.6 million hectares of cropped land.

Regional differences and changing weather patterns

The effects were unevenly distributed across the country. Uttar Pradesh and Himachal Pradesh recorded extreme weather on nearly 64 per cent of the 273 days assessed in 2026, the highest frequency among states. Uttar Pradesh reported the highest death toll, with 811 fatalities, followed by Maharashtra with 286 and Bihar with 245.

Maharashtra recorded the largest area of affected crops at 2.83 million hectares. Uttar Pradesh followed with 0.69 million hectares and Bihar with 0.23 million hectares. At the regional level, northwest India recorded extreme weather on 235 days, followed by east and northeast India with 218 days.

The assessment also identified unusual temperature and rainfall patterns during the year. February 2026 was India’s driest February since 1901 and the fourth warmest in 125 years. July recorded the country’s third-highest mean temperature for the month, while the minimum temperature was the second highest on record.

The monsoon season presented another contrast. Despite an overall rainfall deficit, heavy rainfall, floods or landslides occurred somewhere in the country on all 122 days of the monsoon season, according to the assessment. This illustrates how a seasonal rainfall deficit can coexist with destructive episodes of intense rainfall in particular locations. The distribution and intensity of rainfall can therefore be as consequential as the seasonal total.

Agriculture and livelihoods under pressure

Agriculture remains particularly vulnerable to these changes. The CSE–Down To Earth assessment found that the area of cropped land affected by extreme weather increased from 1.84 million hectares in 2022 to 9.47 million hectares in 2025. In 2026, a further 4.25 million hectares were affected during the first nine months.

Crop damage can have consequences beyond a single harvest. For small and marginal farmers, repeated losses can reduce household income, increase borrowing and undermine their ability to invest in the next agricultural season. Flooding can destroy standing crops, damage irrigation systems and erode fertile soil, while prolonged dry spells and heat stress can reduce yields and increase irrigation requirements.

The impact also extends to livestock and rural infrastructure. The loss of animals affects household assets and agricultural productivity, while damaged houses and roads can disrupt access to markets, schools and healthcare. Communities already facing economic insecurity may find it difficult to recover before another extreme weather event occurs.

Government data also underline the scale of the challenge. A Ministry of Home Affairs response published by the Press Information Bureau in August 2026 provides state-reported figures on human deaths, cattle losses, damaged houses and affected cropped areas due to hydro-meteorological disasters during 2023–24, 2024–25 and 2025–26. Disaster management and relief are primarily the responsibility of state governments, which makes local preparedness and response capacity particularly important.

Rising temperatures and disaster risks

The India Meteorological Department’s assessment of 2025 provides further context for the country’s changing climate conditions. Its Statement on the Climate of India during 2025 recorded the annual mean land-surface air temperature at 0.28°C above the 1991–2020 average, making 2025 the eighth warmest year since records began in 1901. The report also documented deaths associated with lightning, thunderstorms, floods, heavy rainfall and landslides.

Rising temperatures can intensify heat-related health risks and contribute to conditions favourable for more intense rainfall. However, individual extreme weather events cannot automatically be attributed to climate change. Their occurrence and severity are influenced by several factors, including natural climate variability, local geography, land-use changes and infrastructure.

Representative image of temeperature rise.Image credit:Pixabay

The death estimates in the IMD and CSE–Down To Earth assessments differ because the reports use different datasets and methods of tracking extreme weather. They should therefore be treated as separate assessments rather than combined into a single national total.

Strengthening preparedness

The findings raise questions about India’s preparedness for increasingly frequent weather-related hazards. Early-warning systems, resilient infrastructure, effective urban drainage, heat action plans and better protection for agricultural communities are important components of disaster-risk reduction.

Forecasts must also reach vulnerable communities in time and in accessible languages. In flood-prone areas, improved drainage, protection of wetlands and floodplains, and restrictions on construction in high-risk zones can reduce exposure. In agriculture, crop diversification, climate-resilient varieties, better water management and accessible crop insurance can help farmers manage weather-related losses.

The CSE assessment also points to gaps in the availability of consolidated information. Government agencies use different definitions and data-collection methods for extreme weather events, making it difficult to build a comprehensive picture of their frequency and impact. Consistent reporting and transparent disaster-loss databases would help policymakers identify vulnerable regions and evaluate the effectiveness of adaptation measures.

As extreme weather affects more regions and sectors, coordination between meteorological agencies, disaster-management authorities, local governments and agricultural departments will become increasingly important. The challenge is no longer limited to responding after disasters occur. It also involves reducing exposure, protecting livelihoods and strengthening the capacity of communities and infrastructure to withstand future climate risks.

India’s rapid expansion of solar and wind energy is creating a new challenge for its electricity sector: ensuring that the power generated from renewable sources can be absorbed and supplied when needed. A growing volume of clean electricity is being curtailed because of grid constraints and the operational limitations of coal-fired power plants, raising questions about whether the country’s electricity infrastructure can keep pace with its energy transition.

An analysis published by energy think tank Ember on June 17, 2026, estimates that India curtailed approximately 2.1 terawatt-hours (TWh) of renewable electricity during the financial year 2025–26 because coal-fired power plants had to maintain their minimum technical operating levels. This represents around 1.3% of total renewable electricity generation and an estimated ₹629 crore worth of foregone electricity.

The report, titled Bottleneck to the Next Phase of Renewable Energy Growth in India, identifies the limited operational flexibility of coal-based power plants as a significant obstacle to integrating additional renewable electricity into the grid. It estimates that around 10 gigawatt-hours (GWh) of battery storage capacity is immediately needed to prevent this form of renewable energy curtailment.

The findings highlight a growing mismatch between India’s expanding renewable energy capacity and the flexibility of its existing electricity infrastructure.

Coal dependence and grid constraints complicate the energy transition

Solar power generation is concentrated during daylight hours, particularly around midday, while electricity demand often remains high after sunset. Coal-fired power plants, which continue to provide a substantial share of India’s electricity, cannot always reduce their output sufficiently during periods of high solar generation without affecting their stable operation.

Coal plants have minimum technical load requirements, below which they cannot operate safely and reliably. When these plants reach their operating limits, grid operators may have to reduce renewable electricity generation to maintain the balance between electricity supply and demand.

Ember’s analysis found that coal plants were operating at or below their minimum technical load in more than half of midday dispatch intervals in April 2026. During the same month, renewable energy curtailment accounted for 37% of down-regulation, compared with almost zero a year earlier.

More recent findings from the Centre for Research on Energy and Clean Air (CREA) indicate that the problem extends beyond coal-related operational constraints.

Its Quarterly Energy Snapshot for India: Q2 2026–27, published on October 12, estimates that approximately 1,835 million units of renewable electricity were curtailed during July and August 2026 because of grid and operational constraints. Of this, 1,462 million units came from solar generation and 373 million units from wind.

The report also records India’s peak electricity demand reaching 270 GW on July 16, 2026, an 18% increase from the corresponding quarter of the previous financial year. Coal and lignite continued to account for approximately 66% of electricity generation during the quarter, supplying 351 billion units.

These figures illustrate the difficulty of balancing increasing renewable generation with a power system that continues to depend heavily on conventional sources.

Energy storage emerges as a critical solution

Energy storage systems could help address this mismatch by storing surplus solar and wind electricity when generation is high and releasing it when demand increases or renewable output declines.

Battery energy storage systems (BESS) can respond quickly to fluctuations in electricity supply and demand. Pumped-storage hydropower offers another option, using surplus electricity to pump water to an elevated reservoir and generating power when it is released through turbines.

A 2026 report by the Rocky Mountain Institute (RMI), titled Catalysing Energy Storage in India: From Procurement to Reliable Power, estimates that India will require at least 60 GW of grid energy storage capacity by 2030. This includes 42 GW, equivalent to 208 GWh, of battery energy storage systems.

According to CREA, approximately 9.1 GWh of battery storage capacity was operational in India as of its Q2 2026–27 assessment. Although tenders for nearly 290 GWh of storage capacity had been issued by August 2026, the gap between planned and operational infrastructure remains substantial.

The International Energy Agency’s (IEA) India Renewable Energy Market Report 2026, released on November 3, also identifies faster investment in electricity grids and energy storage as essential to sustaining renewable energy expansion.

The report notes that India’s renewable power capacity has surpassed 300 GW in 2026, almost quadrupling over the past decade. It projects that capacity could reach approximately 530 GW by 2030, with solar photovoltaic technology accounting for more than 80% of new additions.

The IEA also warns that faster transmission development, improved forecasting, energy storage and greater flexibility in electricity generation will be necessary to integrate increasing volumes of variable renewable power.

India’s renewable energy expansion has already delivered significant energy security benefits. According to the IEA, renewable electricity helped the country avoid more than $100 billion in cumulative coal and natural gas import expenditure between 2011 and 2025.

A vast field of wind turbines.Image credit:Pexels

However, the growing incidence of renewable electricity curtailment highlights the need to strengthen the infrastructure supporting this transition. Expanding generation capacity alone will not ensure that clean electricity reaches consumers when it is needed.

As India moves towards its 2030 renewable energy targets, investments in storage, transmission networks and more flexible power generation will be critical to reducing electricity losses and making its transition away from fossil fuels more effective.

Lithium from Argentina, cobalt from the Democratic Republic of the Congo and nickel from Indonesia are becoming increasingly important to countries investing in electric vehicles, battery manufacturing and renewable energy. But access to these resources is uneven. Some countries hold these critical minerals’ reserves, while others have the industries and technology needed to process them.

India sits on the demand side of this equation. Its plans to expand electric mobility, renewable energy and domestic manufacturing will require reliable supplies of minerals that it does not produce in sufficient quantities. Securing these resources has therefore become an important part of its industrial and energy strategy.

This is part of a wider shift in international trade. An analysis by the International Institute for Sustainable Development (IISD), covering 211 trade and economic agreements signed between January 2025 and September 2026, found that 139 contained provisions related to critical raw materials. India was among the most active countries, with 15 such agreements. The findings offer a glimpse of how countries are competing for mineral supplies—and where India stands in that contest.

Why Countries are Negotiating Over Minerals

Critical minerals are not distributed evenly across the world. Some countries possess substantial mineral reserves, while others have developed the industrial capacity to refine them and manufacture finished products. This geographical imbalance has created a complex international supply chain. A country may have the mineral resources needed for battery production but lack the technology and infrastructure to process them. Another may have advanced manufacturing industries but depend on imports for the raw materials.

China, for instance, occupies an important position in the global critical mineral industry, particularly in processing and refining. Its influence over several mineral supply chains, along with restrictions on certain rare earth exports and magnets, has raised concerns among countries dependent on these materials.

The United States, European Union, India and Japan are among those seeking to diversify their sources of supply and reduce vulnerabilities in their supply chains. This has brought critical minerals into international trade negotiations, a development commonly described as mineral diplomacy. Through bilateral agreements, memoranda of understanding and wider economic partnerships, governments are negotiating access to mineral resources, investment in mining and processing, and cooperation on supply chains.

The scale of this shift is evident in a recent analysis by the International Institute for Sustainable Development (IISD). Its Trade & Climate Tracker mapped 211 trade and economic agreements signed between January 2025 and September 15, 2026. Of these, 139, or approximately two-thirds, contained provisions related to critical raw materials. The agreements involved 79 countries and blocs. The United States accounted for 41 critical mineral-related agreements, followed by India with 15. China, Canada, Saudi Arabia and the European Union had 11 each, while Japan and the United Arab Emirates had 10 apiece. The findings indicate how mineral access has become a significant part of economic diplomacy, with both resource-consuming and resource-producing countries seeking to strengthen their positions.

Mineral-producing Countries Seek a Larger Share of the Value

The changing nature of mineral diplomacy is also giving resource-rich countries greater bargaining power. Rather than remaining suppliers of raw materials, several governments are using trade policies to encourage companies to establish processing and manufacturing facilities within their borders.

Indonesia offers a prominent example. The country has restricted exports of unprocessed nickel to encourage investment in domestic smelting and processing. The policy was intended to move the country further up the industrial value chain, allowing it to export processed nickel products rather than relying primarily on raw ore exports. The strategy has attracted substantial investment in nickel processing, although the resulting industrial expansion has also raised questions about the environmental costs of mining and processing.

The Democratic Republic of the Congo (DRC), which accounts for a major share of global cobalt production, has also tightened control over mineral exports. In February 2025, it suspended cobalt exports and subsequently introduced an export quota system. The restrictions have been used to regulate supply and stabilise the cobalt market, while forming part of wider efforts to exercise greater control over the country’s mineral resources.

Zimbabwe has taken a similar approach to lithium. It prohibited exports of unprocessed lithium-bearing ore in December 2022 to encourage domestic processing. In June 2025, its government also announced plans to prohibit exports of lithium concentrates from January 2027, allowing exports of more processed products instead. These policies reflect a wider shift in how mineral-producing countries approach international trade. Their objective is to attract investment in domestic industries, create employment and retain a greater share of the economic value generated from their natural resources.

However, restricting exports does not automatically create a strong domestic manufacturing industry. The OECD‘s 2025 analysis of export restrictions on cobalt, lithium and nickel found that the benefits of these policies depend on investment conditions and domestic industrial capacity. In some cases, value addition remained concentrated in early processing stages or accrued substantially to foreign investors.

The IISD analysis similarly found that 84 of the 139 critical mineral-related agreements contained provisions intended to develop value chains in producing countries, including local processing, exploration and skills development. Supply-security provisions appeared in 94 agreements. This suggests that negotiations increasingly involve both sides of the mineral trade: consumers seeking dependable supplies and producers seeking opportunities to develop their own industries.

India’s Strategy: Securing Minerals From borders

India is also positioning itself in this changing mineral landscape. The country has identified 30 minerals as critical to its economic development and strategic requirements. These include lithium, cobalt, nickel, graphite, copper, gallium, germanium and rare earth elements. Their importance is closely linked to India’s plans for electric mobility, battery manufacturing, renewable energy, electronics and advanced technologies.

One challenge is that India remains dependent on imports for several critical minerals and their processed forms. Limited domestic availability, alongside inadequate processing capacity, makes the country vulnerable to disruptions in international supply chains.

The government has introduced several measures to address these gaps. The National Critical Mineral Mission (NCMM), approved in January 2025, has an expenditure outlay of 16,300 crore rupees, with an expected investment of 18,000 crore rupees from public sector enterprises and other stakeholders over seven years. It covers exploration, mining, processing, recycling and the acquisition of mineral assets overseas.

Overseas partnerships form an important part of this strategy. Khanij Bidesh India Ltd (KABIL), a joint venture of three public sector companies under the Ministry of Mines, has entered into an agreement with Argentina’s state-owned CAMYEN to explore and develop five lithium brine blocks covering approximately 15,703 hectares in the Catamarca province. Argentina is part of the Lithium Triangle, along with Chile and Bolivia, a region holding a substantial share of the world’s lithium resources.

India has also signed an agreement with Australia’s Critical Mineral Facilitation Office to undertake joint due diligence and explore potential investments in lithium and cobalt assets. These partnerships are intended to diversify India’s sources of supply and reduce its dependence on a limited number of suppliers. Securing overseas resources, however, addresses only part of the problem. India also needs the capacity to process these minerals into materials that domestic manufacturers can use.

A recent policy announcement reflects this concern. On November 4, 2026, the Union Cabinet approved a 2,814-crore rupees capital support scheme to promote domestic processing of lithium and nickel. The five-year scheme will support the establishment of four processing plants, two each for lithium and nickel. Cobalt is also expected to be recovered as a by-product of nickel processing. The government will provide a capital subsidy of 30% of eligible investment.

The initiative is intended to address the limited domestic capacity to process critical minerals and produce high-purity materials. It also reflects a broader policy objective: ensuring that access to raw materials translates into industrial capabilities within India. The IISD data provides an indication of India’s growing engagement in this area. With 15 critical mineral-related agreements between January 2025 and September 2026, India was the second most active country in the Tracker after the United States.

The Missing Link: Critical Minerals and Climate Action

The growing demand for critical minerals is closely connected to the global energy transition. However, the agreements securing access to these resources do not necessarily address the environmental consequences of extracting and processing them. Mining can involve land-use changes, water consumption and pollution, while mineral processing can require substantial amounts of energy. If processing relies heavily on fossil fuels, the production of materials needed for clean energy technologies can itself generate significant emissions.

This creates a policy challenge. Countries need more critical minerals to manufacture batteries, electric vehicles and renewable energy equipment, but the expansion of mining and processing also needs environmental safeguards. The IISD analysis identifies a gap in this area. Of the 60 agreements specifically centred on critical minerals, only one included additional energy provisions, while eight addressed cooperation related to heavy industries. None addressed broader climate governance, including issues such as emissions reduction, climate finance and a just transition.

Governments are increasingly negotiating access to minerals needed for the energy transition, yet the agreements rarely establish how mining and processing should align with climate objectives. For India, this issue will become increasingly relevant as the country expands domestic mineral exploration and processing. Building a secure supply chain will require more than identifying mineral deposits or acquiring overseas assets. It will also involve developing cleaner processing technologies, strengthening recycling systems and ensuring that mining does not impose disproportionate environmental costs on local communities.

The IISD recommends that future agreements go beyond supply security and include commitments to reduce emissions from mining and processing, provide transition finance and develop skills in mineral-producing regions. It also calls for greater transparency, noting that 39% of critical mineral-related agreements in its Tracker are not publicly available. The expansion of mineral diplomacy presents an opportunity for resource-rich countries to develop industries and for importing countries to build more resilient supply chains. But whether this cooperation contributes to a fairer energy transition will depend on how its economic benefits and environmental responsibilities are shared.

The scale of these agreements will ultimately depend on whether they create lasting industrial opportunities for producing countries, strengthen supply chains without increasing environmental damage and contribute to the climate goals that made these minerals important in the first place. The challenge for India and other countries is to ensure that the race for critical minerals does not leave sustainability behind.