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By:

Quaid Najmi

4 January 2025 at 3:26:24 pm

Neutral IOD ‘battles’ a strong El Nino

Commuters navigate a waterlogged road after heavy rainfall at Vasai-Virar on Wednesday. Pic: PTI Mumbai: Belying gloomy forecasts of a potentially devastating monsoon 2026 season, a ‘neutral’ Indian Ocean Dipole (IOD) – an ocean-atmosphere phenomena – may have helped soften the impact of a brutal El Nino over the sub-continent. As reported by ‘The Perfect Voice’ (May 31), a ‘very strong’ El Nino threatened to overshadow the rainy season with erratic rains, uneven spread, heat waves, farm...

Neutral IOD ‘battles’ a strong El Nino

Commuters navigate a waterlogged road after heavy rainfall at Vasai-Virar on Wednesday. Pic: PTI Mumbai: Belying gloomy forecasts of a potentially devastating monsoon 2026 season, a ‘neutral’ Indian Ocean Dipole (IOD) – an ocean-atmosphere phenomena – may have helped soften the impact of a brutal El Nino over the sub-continent. As reported by ‘The Perfect Voice’ (May 31), a ‘very strong’ El Nino threatened to overshadow the rainy season with erratic rains, uneven spread, heat waves, farm distress and fresh inflationary pressures on the economy, but was likely to be neutralized by the IOD. Considering the recent 10-days of torrential downpour in large parts of western and southern India, experts are optimistic that the IOD may help salvage this year’s monsoon, as it did in the past. The forecasts of a neutral IOD in May-June have proved true and meteorologists are hopeful that it may even turn positive as the season progresses and the rains cover the entire country in July. The Indian Meteorological Department (IMD) said today: “Conditions are favourable for the further advance of Southwest Monsoon into the remaining parts of the north Arabian Sea, Rajasthan, Haryana, Punjab and the rest of the country in the next 2-3 days.” Forecast models indicated a ‘strong to very strong’ El Nino by the year-end, and earlier even the IMD had placed India dangerously close to ‘deficient rainfall’ category this year. The current spell of heavy rains has brought smiles with water bodies filling up quickly in Maharashtra. Even the worried Brihanmumbai Municipal Corporation (BMC) announced a 41+ pc water storage today – lighting up Mumbaikars, though apprehensions persist over the rest of the season. Active Phase However, the waxing and waning of the monsoon rainfall is a normal process and the monsoon is currently in the ‘active phase’ due to multiple weather systems, according to climatologist Kartiki Negi, Lead, Climate Impact at Climate Trends. “Monsoon 2026 began under the threat of a strong El Niño brewing in the Pacific Ocean, but we must not forget the impact of climate change that has altered the character of the monsoon forever,” Negi told ‘The Perfect Voice’. The Pacific Ocean rapidly warmed toward El Niño conditions after a rare year of climatic transition. India began the year under weak La Nina conditions, shifted into ENSO-neutral conditions, and is now moving into El Nino territory in the second half of 2026 - itself a rare sequence in a single calendar year, experts said. Explaining the scenario this year, Negi said: “During the ‘active phases’ of monsoon, we will see high-intensity events in shorter duration. El Niño is also known for temporarily enhancing global temperatures. The number of rainy days will be less but spells of extremely heavy rains cannot be ruled out”. Incidentally, in the past 75 years, the world has seen only four ‘Super El Ninos’ - in 1982, 1991, 1997 and 2015 seasons. What is El Niño A battle between the weather conditions of the Pacific Ocean and Indian Ocean often decides the monsoon rain quota for India – whether there will be abundant rainfall or drought conditions – directly hitting agriculture, economy and the people. The culprit is El Nino, which develops when the eastern Pacific Ocean becomes unusually warm, the heated air alters the global wind patterns, weakening the moisture-laden monsoon winds headed towards India – with potentially disastrous consequences. Its opposite phase is La Nina, which cools the Pacific Ocean, boosts Indian monsoon and results in widespread and intense rainfall. However, there is a buffer close by – the Indian Ocean Dipole (IOD) – which can help balance the conditions in the western Indian Ocean near Africa and the eastern Indian Ocean near Indonesia. In a positive IOD, warmer waters near Africa and cooler waters near Indonesia generate stronger rain-bearing winds towards India and help offset the negative effects of El Nino – as in 2019, when India escaped a drought. But during a negative IOD, the rainfall moves towards Indonesia, and when it happens during an El Nino year, India can face a huge risk of severe drought. This year, the IOD is in a neutral phase currently, and experts are hopeful it may turn positive over the coming months, thus sparing India of the spectre of a major drought, despite the El Nino. As an expert said: “Even a slight change in sea surface temperature thousands of kms away can affect the rice on our plates…”

Indian Shipbuilding A Must Win Marathon

Shipbuilding

With a coastline of 7500 KM, it is hard to imagine, that for the first 20 years (1947-1967) India had no ‘shipping ministry’. In 1967 a Shipping ministry “coupled” with ROAD transport was established. Since then, this ministry has been on a name changing ride, not once, not twice but six times. In 2009 the “ROAD Transport and Highways” was de-coupled and ‘Shipping’ ministry was formed. Turning point came in 2015 with a clear maritime vision for 2030 and 2047. Ministry was re-christened, aptly to Ministry of “Ports, Shipping and Waterways” in 2020.


Why is Shipbuilding important for a country?

a. A Shipyard becomes an opportunity hub and like a queen bee requires the support of an industrial colony to manufacture machinery and equipment.

b. National Shipyards support fleet renewal needs of the Navy.

c. Contributes to national GDP, increases inflow of FOREX.


Korea shipbuilding is 8% of GDP. Japan’s automobile industry is 2.9% of GDP. India’s shipbuilding a meagre 0.000578% of GDP. In context, India’s pharmaceutical industry, ranked third largest in the world is 1.72% of India’s GDP.


International Shipbuilding Market

The market is estimated to reach around USD 200 billion by 2029, growing at a CAGR of 4.84%. While India is at bottom with 0.07% of world share, behind Philippines 1.5% and Vietnam 1%, however on the positive side, India has done well in taking care of its defence needs, with 37 of 39 Naval ships being built in India yards. Rear Admiral S Shrikhande researching on maritime as a Fellow at Wollongong University, Australia, says “Shipbuilding in India needs both, serious incentivisation and dogged determination and not harping on being a big ship breaking country. That Garden Reach shipyard has a $54 million order for merchant ships from a German owner, is a good sign.”


Were Shipyards of 20th century in Flight mode?

Prominent shipyards in India were built in the colonial period. Mazagon Dock 1774, Garden reach 1884, Hindustan shipyard 1941 to cater to British navy and merchant fleet needs. Cochin shipyard 1972, Adani Katupalli 2013, Reliance Naval and Engineering, Rajula Gujarat 1997 and others have limited capacity, hence a lot more work to do. Capt. Subhangshu Dutt (Singapore) a mariner and now a shipowner, says “GOI should hold hands in any collaboration till the marriage with the foreign entity is reasonably stable. He also suggests that “new shipbuilding sites should be given to existing successful shipyards since they have decades of experience and talent. Consortium of 3 or more parties may also be good idea”.


Shipbuilding GOLD

As per SPLASH report the demand for LCO2 carriers could reach 2,500 ships by 2050. As per other estimates, 40% of global fleet of ships could have wind propulsion by 2050. A surge in such vessels is due to an unparallel waves of decarbonization in the shipping industry. Demand for ships with ‘carbon neutral’ badges, such as Dual fuel, Wind assisted, Nuclear fuel ships, Hydrogen powered ships, Liquified CO2 (LCO2) carrier, is outstripping supply. A must in the ‘bucket list’ of every Shipyard. Pinning down a standard ROI in shipbuilding is not easy, but experts suggest it could range from 4% to 15% for the high demand ‘carbon neutral’ ships. While an LNG new build vessel could cost US$ 250 million upwards.


International collaboration

On China’s shipbuilding success story, Manoj Pandalanghat (Singapore) a mariner and ship owner believes that “China has around 50 active Shipyards. Each have a few large dry docks. In each dock two or more large vessels are built simultaneously. Thus, a single yard is able to roll out 2/3 vessels/month, 36 vessels/year and 50 shipyards roll out 1800 vessels/year”.


China could be a jaldi-5, but India needs a sturdy Mount Fiji. Besides technology, Japanese bring the most important hand baggage of soft-skills and culture, essential for success from keel laying to delivery. Maruti’s is a standing example.


Food for thought for New Delhi

a. Expertise: Hire Naval Architects and shipbuilding experts with current international experience.

b. Government assistance: Land, Financial support, subsidies and timebound clearances.

c. Monitoring: PMO should monitor the first 5 to 10 years till Shipbuilding takes-off on this long-haul flight to destination 2047.


India’s Shipbuilding is expected to grow to $237 billion by year 2047. On a back of the envelope calculations this works out to about 4% of India’s 2047 projected GDP of $ 5 trillion. While cars are driven on roads, however the Ministry of roads and transport has little to do with “Automobile manufacturing”. On a similar note, ‘Shipbuilding’ as an industry has little to do with Ports, Shipping and Waterways, thus it may be worthwhile to consider a separate ‘Ship-building’ wing in the Ministry of Ports, Shipping and Waterways headed by a dynamic cabinet rank minister. Since 2047 targets are stiff and an uphill task, so in all probabilities, the officials in Ministry of Ports, Shipping and Waterways are likely to push beneath the carpet, delays and failures of Shipbuilding with sweet success stories of “Ports, Shipping and Waterways” and if this does happen then India will not only miss the Shipbuilding bus of 21st century but a lot more from a national security and strategic perspective.


(The author is a Shipping and Marine consultant. Member Singapore Shipping Association and empaneled with IMO as a specialist consultant. Views personal.)

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