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Possible impacts of El Niño 2026 in Latin America: country by country

Mateus Lima
Mateus Lima

CEO

7 min read
Possible impacts of El Niño 2026 in Latin America: country by country

NOAA confirmed on June 11, 2026: El Niño is officially established in the Equatorial Pacific Ocean. The phenomenon, which had already been monitored with 98% probability by IRI/Columbia models, is now a confirmed fact — and could be one of the most intense since 1950.

NOAA's Climate Prediction Center indicates a 63% chance that temperatures in the Niño 3.4 region will exceed +2.0°C, which would characterize a Super El Niño — an event that occurs every 10 to 15 years. For those operating critical assets in Latin America — ports, mines, transmission lines, railways — the risk map has changed.

Country by country, El Niño asymmetrically redistributes rainfall, temperature, and winds. Get to know the impacts already on the radar for each region.

What the models are saying

NOAA's Climate Prediction Center confirmed El Niño on June 11, 2026: temperatures in the Niño 3.4 region have already surpassed +0.9°C, with a strengthening trend throughout the second half of the year. Projections point to anomalies that could exceed +2.0°C, with 63% probability — which would characterize a Super El Niño, among the largest since 1950.

IRI/Columbia had already indicated a 98% probability of consolidation in the May-July quarter. What was a forecast is now confirmation. The question now is no longer if there will be an El Niño, but with what intensity and for how long.

Country by country, El Niño asymmetrically redistributes rainfall, temperature, and winds. For those operating critical assets in Latin America — ports, mines, transmission lines, railways — the risk map has changed.

El Niño impacts in Chile: drought in the north, storms in the center-south — and mining in between

Chile hosts two of the operations most impacted by El Niño in 2026.

In the north (Antofagasta, Atacama), the trend is for water deficit. The region houses some of the world's largest copper mines — and mining consumes water at an industrial scale. A prolonged dry period reduces water availability for operations, pressures desalination costs, and affects the logistics of transporting ore to shipping ports.

In the center-south, the situation is reversed: El Niño usually brings intense and above-average rainfall, especially during the austral winter. Torrential rains paralyze roads, interrupt cargo flows to the ports of Valparaíso and San Antonio, and increase the risk of landslides on critical highways.

i4sea already monitors assets in Chile with proven results: Puerto Mejillones recorded 426 weather alerts in the first quarter of 2026, with a ROI of 20:1 and US$305,000/year in operational benefits. At Puerto Barquito, forecasting 48 to 72 hours ahead prevented costs in the seven-digit USD range annually. This is exactly the type of intelligence that separates reaction from anticipation.

Peru and Ecuador: the epicenter of El Niño 1+2

The Niño 1+2 regions (near the west coast of South America) have historically been the most sensitive to warming of the equatorial Pacific. For Peru and Ecuador, El Niño means extreme rainfall, flooding, and landslides — with direct impacts on:

  • Ports such as Callao (Peru) and Guayaquil (Ecuador), which may face total shutdown during intense precipitation events.
  • Mining in the Peruvian Andes, where access roads and pipelines are vulnerable to landslides.
  • Hydroelectric generation, also subject to siltation and structural damage from floods.

It is estimated that the GDP of the Andean region could contract by 0.6 to 1.7 percentage points in a strong El Niño scenario — with infrastructure and logistics sectors feeling the impact first.

Colombia: the blackout risk back on the radar

Colombia depends on hydroelectric power for about 65% to 70% of its energy matrix. El Niño brings drought to the Andean and Caribbean regions, where 90% of the population lives — and where the country's main reservoirs are located.

With reservoirs already operating below 60% in April 2026, the Colombian government raised the alert level. Ideam estimates a 90% probability of El Niño consolidation by September. The scenario repeats 2015-2016, when reduced rainfall decreased hydroelectric generation and caused energy prices to spike in the spot market.

Beyond the energy risk, drought affects the port complexes of Cartagena and Santa Marta (reduced draft in the Magdalena River, compromised flows of coal and coffee) and fuel logistics, since much transport depends on highways in the Andean region, which are subject to alternating water restrictions and landslides.

Panama: the impact of El Niño 2026 on the canal that connects the world

The Panama Canal was a key player in the 2023-2024 logistics crisis, when the previous El Niño drought drastically reduced daily transits and drove up global freight rates.

In 2026, the Panama Canal Authority (ACP) does not foresee restrictions for the remainder of the year, thanks to water efficiency measures adopted. But the alert remains: "the most pronounced impacts of strong El Niños tend to become clearer in the following year," states ACP. This puts 2027 on the radar.

For shipowners and logistics operators, each canal restriction event represents an additional US$2.3 billion annually in demurrage — a figure that scales across the entire west coast of South America.

Mexico and Central America: drought and water stress

The Caribbean, Central America, and Mexico are among the regions with the highest probability of water deficit during strong El Niños, according to WRI. This impacts Mexican Pacific ports (Manzanillo, Lázaro Cárdenas), which handle a significant portion of trade with Asia; thermoelectric and hydroelectric generation in Mexico, already under chronic water stress; and mining operations in Central America, where prolonged drought compromises water supply for mineral processing.

Although the impacts of El Niño in Europe are less predictable, the UK Met Office recognizes that strong events can alter the polar jet stream pattern, influencing mild winters or extreme cold events on the continent. i4sea monitors assets in Europe — and a seasonal shift of 1 to 2°C in temperature or precipitation can mean disruption in port operations in the Mediterranean and the North Sea, stress on the electrical grid due to atypical heating or cooling demand, and disruption in grain, fertilizer, and mineral supply chains that transit between Latin America and Europe.

Why understanding El Niño impacts matters for today's decision-makers

The 2026 El Niño is not headline news. It is a management variable that can already be measured, modeled, and anticipated. NOAA and IRI/Columbia assign more than 97% probability of persistence through the end of the year. The range goes from "strong" to "Super El Niño" — with peak intensity occurring between October and February, precisely the period of highest logistical activity in Latin America.

i4sea already monitors more than 100 critical assets in Latin America and Europe, with resolution from 1 to 3 km and coverage of 18 hydrometeorological hazards. The results are auditable: ROI of 20:1 in Puerto Mejillones, reduction from 7 to 3 days of waiting time in Santos Brasil, hundreds of millions of reais in additional revenue.

Anticipating the event costs less than reacting to it. The question is not whether El Niño will impact your operations — it is when, where, and how much.

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