The Mother of All Mega-Dams: India Can No Longer Ignore the Water Bomb on Its Frontier

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Brahma Chellaney, OPEN magazine

China’s own scientists are warning the world about the serious risks posed by the colossal Chinese super-dam rising just miles from India’s border on the upper reaches of the Brahmaputra. Why has India been loath to leverage those scientific warnings?

For more than five years since China’s rubber-stamp parliament approved the project in March 2021, India has responded to the threat the super-dam poses to downstream Indian communities with quiet diplomacy: confidential demarches, requests for transparency and cautious official statements. That strategy has produced virtually nothing.

Construction continues at full speed on what will become the world’s largest hydroelectric dam, rising in Medog county in Tibet’s Nyingchi prefecture.

The behemoth dam could singlehandedly reshape the course of the Yarlung Tsangpo, as the Brahmaputra is known in Tibet. While the intense rains across Arunachal Pradesh, Assam and Meghalaya contribute immensely to the Brahmaputra’s flows during the fourth-month monsoon season, the river’s lean-season or dry-season flows depend for almost eight months on perennial sources such as glacier melt, mountain springs, snowmelt and other base flows originating mainly in Tibet.

The perennial flows carry nutrient-rich Himalayan silt. Trapping this sediment behind the mother of all mega-dams would starve downstream floodplains of vital nutrients, while releasing sediment-stripped water would incrementally erode riverbeds in India and Bangladesh regardless of the season. The super-dam’s flow regulation would thus represent a major geopolitical and ecological vulnerability downstream.

The Medog project itself poses a geological and humanitarian challenge whose consequences could reach millions of people across Arunachal Pradesh, Assam, Meghalaya and Bangladesh. Ironically, the strongest case against the project is coming from China’s own state-linked scientists.

Instead of a single dam with a reservoir, the unprecedented Medog project appears to be a vast, tunnel-linked hydropower and water-diversion complex deep in the Himalayas. It reportedly dams the Brahmaputra at more than one point around the Great Bend, where the river makes a dramatic U-turn around the towering Namcha Barwa peak before gushing south into India.

The project remains shrouded in secrecy. Yet some state-linked Chinese analysts claim it includes a tunnel dozens of kilometres long bored through Namcha Barwa, linking the northern and southern reaches of the river across its Great Bend. Taken together, this sprawling infrastructure is best described as a super-dam.

For Tibetans, the mega-project represents another assault on their land, culture and way of life. It is being built in one of Tibetan Buddhism’s most sacred landscapes. The tunnelling, damming and large-scale excavation are widely viewed as a desecration of territory long revered by Tibetans, who for centuries have served as environmental guardians by respecting nature as both their teacher and protector.

Against this backdrop, India should abandon its largely silent approach and highlight at multilateral forums the warnings published by Chinese geologists. New Delhi should spotlight Chinese scientific evidence that the dam is being constructed atop an active fault system with unusually fragile geological conditions. When China’s own experts describe the project as vulnerable to seismic instability, India possesses a powerful diplomatic opportunity that it has yet to seize.

The dam is staggering in scale. Planned with a generating capacity of 60,000 megawatts—nearly three times larger than the Three Gorges Dam—it is designed to exploit the dramatic 2,000-metre descent of the Yarlung Tsangpo as the river bends around the Namcha Barwa massif before entering India. The project, approved in China’s Five-Year Plan in 2021 and estimated to cost about $127 billion, embodies the Chinese Communist Party’s longstanding ambition to build the world’s biggest engineering marvels.

But the super-dam’s location is precisely what makes it extraordinarily dangerous. The dam sits within one of the world’s most seismically active regions, where the Indian and Eurasian tectonic plates collide.

This Himalayan collision zone has produced some of Asia’s most destructive earthquakes, including the 1950 Assam-Tibet earthquake that was so powerful that it cut off India’s northeast from the rest of the country. It also caused significant changes to the Brahmaputra, including the blocking of tributaries by landslides and alterations to the river’s course and riverine morphology.

A more recent example of Himalayan seismic instability was the devastating earthquake that struck Myanmar in 2025, with tremors extending almost 1,000 kilometres to Bangkok. Meanwhile, the catastrophic flash flooding along the Tibet-Nepal border has served as a vivid demonstration of how tightly linked glacial, hydrological and geological systems are in the Himalayas.

Unlike conventional hydroelectric projects built on relatively stable terrain, the super-dam is being carved into mountains already fractured by persistent tectonic movement. The Himalayas continue to undergo active crustal deformation.

Geography magnifies the risk for millions living downstream in India. Any catastrophic failure of the super-dam would occur along the international boundary, directly affecting densely populated river valleys in northeastern India. While Bangladesh may not escape death and destruction, India would likely bear the overwhelming human cost.

The super-dam debate changed fundamentally in June 2026, when a team of Chinese geologists published a landmark study in Sedimentary Geology and Tethyan Geology, a journal overseen by the state-run China Geological Survey. The research was conducted by scientists affiliated with three state-backed Chinese institutions: the Middle Yarlung Tsangpo River Natural Resources Observation and Research Station; the Chengdu University of Technology; and the Civil-Military Integration Centre of the China Geological Survey.

The study’s conclusions are surprisingly direct. The researchers confirmed that the active Paizhen geological fault runs directly beneath the reservoir and key infrastructure zone of the Medog super-dam complex. They warned that repeated tectonic activity has fractured the surrounding bedrock, weakening the foundation upon which the dam, diversion tunnels and transport infrastructure will depend.

More strikingly, they concluded that the rock and soil surrounding the reservoir zone possess a “loose structure and weak cohesion,” making them highly susceptible to landslides and instability once the dam’s enormous reservoir is filled. Even moderate seismic activity or fault movement, they cautioned, could “very easily trigger” widespread slope failures, mass landslides and rock collapses into the river channel.

To illustrate the immediate threat, the study highlighted the magnitude-6.9 earthquake that struck the India-bordering Nyingchi prefecture, where the super-dam is being built. The earthquake occurred along the northern edge of the same Paizhen Fault network, demonstrating that the very fault system underlying the dam remains capable of generating powerful earthquakes.

The study’s warning extended to operational hazards affecting supporting infrastructure. The authors emphasized that seismic deformation along the fault threatens the structural integrity of the super-dam complex’s multi-kilometre subterranean diversion tunnels cut through the towering 7,782-metre-high Namcha Barwa mountain, as well as the bridges and logistics corridors located downstream from the dam.

If Beijing’s own scientific establishment acknowledges these grave geological hazards, why is India not making them central to the international conversation?

There is another reason these findings deserve global attention: China has an inglorious history of dismissing internal scientific warnings about dams.

Before the catastrophic 2008 Wenchuan earthquake on the eastern rim of the Tibetan Plateau, chief engineer Fan Xiao of the Sichuan Geology and Mineral Bureau repeatedly warned that the nearby Zipingpu Dam could induce seismic stresses by impounding massive quantities of water above an active geological fault. After nearly 90,000 people died in the earthquake, numerous international and domestic geologists later linked the rapid filling of Zipingpu Dam’s reservoir to the catastrophic magnitude-7.9 earthquake.

Impounding millions of cubic meters of water in high-pressure mountain valleys increases pore-fluid pressure along local faults, which can trigger earthquakes—a phenomenon known scientifically as “reservoir-induced seismicity,” or RIS.

This is not the only grim precedent to haunt China. Another prominent example was the catastrophic 1975 Banqiao Dam collapse, which occurred despite scientific warnings. Prominent Chinese hydrologist Chen Xing had repeatedly warned that excessive construction of dam reservoirs along rivers in Henan province, while ignoring geological limits and flood-discharge capacities, would lead to structural collapse. His warning was dismissed.

Yet despite the obvious lesson that ignoring credible geological warnings can carry catastrophic consequences, Chinese President Xi Jinping’s regime is persisting with the super-dam’s construction.

India’s restrained approach may be understandable. Beijing rejects binding water-sharing treaties, embraces an absolute territorial sovereignty doctrine over upstream rivers, and routinely resists transparency on projects that can significantly affect transboundary river flows. Without legal mechanisms to halt construction, New Delhi has concentrated on satellite monitoring, downstream infrastructure and disaster preparedness while raising concerns confidentially through bilateral channels.

But in stark contrast to China’s unilateralist approach to projects in border regions, including on shared rivers, India still hews to quiet diplomacy, although this approach has yielded little. China’s construction footprint has expanded continuously along the Himalayan frontier despite years of Indian objections.

Just imagine the reverse scenario. Had India begun constructing a 60,000-megawatt dam immediately upstream of Chinese territory near a contested frontier, Beijing would almost certainly have mobilized international opinion, emphasized environmental risks, highlighted scientific concerns, and portrayed the project as reckless and a direct strategic threat. China excels at shaping global narratives when its interests are involved.

India has essentially chosen silence where China would choose amplification.

The greatest irony is that India already possesses the evidence needed to reshape the international debate on the super-dam. It does not have to speculate about hidden faults or invent worst-case scenarios. Chinese scientists have documented the active Paizhen Fault, fractured bedrock, weakened foundation capacity, unstable reservoir slopes and seismic history in painstaking technical detail. Those findings deserve global scrutiny precisely because they originate within China’s own state-linked scientific system.

Quiet diplomacy has not slowed construction, increased transparency or secured binding safeguards. Continuing the same approach while the world’s largest and riskiest dam rises beside the Line of Actual Control (LAC) is less a strategy than an admission of helplessness.

When the potential danger from the super-dam is measured not only in megawatts but also in millions of downstream lives, New Delhi ought to demand evidence-based accountability by placing the Chinese scientific system’s own geological warnings at the centre of the global conversation.

China’s Dam Frenzy Spawns Dam Collapses

For more than seven decades, China has pursued the most ambitious dam-building program in human history. Since Mao Zedong declared that China must “tame the rivers,” dams have become symbols of national power, technological modernity and the Communist Party’s ideological triumph.

The country has transformed its landscape by damming every significant river, diverting waters across distant river basins, and exporting its dam-building model to Asian, African and Latin American countries.

Yet beneath this show of engineering prowess lies a sordid record Beijing has long sought to cloak: China has experienced more dam failures than any other nation. Thousands of dam reservoirs have collapsed because of substandard construction, political interference and geological miscalculation.

The world’s deadliest dam disaster occurred not in a colonial state but in modern China during the Mao era. Even today, aging infrastructure and extreme weather events continue to expose vulnerabilities within the country’s vast dam network, raising the risks of catastrophic dam collapses.

When the People’s Republic of China was founded in 1949, the country possessed just 22 dams of significant size. Today, it has more than 85,000 dams, including over half of the world’s approximately 50,000 large dams. In effect, China has completed, on average, at least one large dam every day since its so-called Communist revolution.

This extraordinary expansion of dams has been rooted in the Communist Party’s longstanding conviction that rivers should be reengineered to serve political and economic objectives. During Mao’s infamous “Great Leap Forward,” local authorities were encouraged to construct reservoirs at breakneck speed, often prioritizing production targets over engineering standards. Scientific caution frequently yielded to ideological goals, while experienced hydrologists who questioned ambitious projects faced political scorn or even persecution.

The consequences of such a dam-building frenzy have extended to the social domain. By 2007, Chinese authorities acknowledged that 22.9 million people had been uprooted by dam and other water projects since 1949, in one of the largest occurrences of development-induced resettlement in world history.

It is against this backdrop that China’s extraordinary dam-building record is matched by an equally staggering dam failure record. Official statistics released by the Chinese government acknowledge that at least 3,500 dams failed just between 1951 and 2008. Earlier government figures showed 2,796 collapses by 1980 and roughly 3,200 by 1981—equivalent to nearly 4% of all dams then in existence.

The true number may never be known. Information surrounding dam failures has long been treated as a state secret, and China has generally been reluctant to share failure data internationally. At a 1991 international conference on dam safety in Vienna, participating countries reported their historical dam collapses. China alone stated that it had none to report, despite its own published domestic statistics documenting thousands of failures.

This opacity has obscured an uncomfortable reality: many failures were not acts of nature alone, but products of systemic human error impelled by an authoritarian political system.

The defining catastrophe occurred in August 1975 in Henan province. Following unprecedented rainfall from Super Typhoon Nina, the Banqiao Dam overtopped and breached. Its collapse unleashed a chain reaction that destroyed the nearby Shimantan Dam and approximately 60 additional reservoirs in a cascading hydraulic failure.

The immediate deluge killed an estimated 26,000 people. Subsequent famine, disease and social collapse raised the total death toll to between 170,000 and 230,000, making Banqiao the deadliest structural dam failure ever recorded.

The catastrophe could have been averted had authorities heeded the warnings of Chinese hydrologists, especially as Chen Xing had repeatedly warned that over-building reservoirs would likely trigger structural collapse. Rather than revising the project, authorities denounced Chen’s criticisms as politically incorrect.

Details of the disaster, in fact, remained classified for three decades before being partially declassified in 2005.

More than an engineering failure, Banqiao was a failure of governance, where ideology overruled scientific expertise.

Although Banqiao remains unparalleled, later disasters have shown that the underlying problems did not end with Mao.

In 1993, the Gouhou Dam in Qinghai province collapsed, killing more than 300 people. Investigators attributed the failure to serious design defects, inadequate quality control and poor compaction during construction. Qinghai, the birthplace of the present Dalai Lama, has historically been part of the traditional Tibetan region of Amdo, a major cultural and spiritual homeland for Tibetans.

In 2000, a massive landslide created a natural dam on the Yiong Tsangpo, which is a tributary of the Yarlung Tsangpo. It joins the main river just upstream of where the Yarlung Tsangpo makes its great bend around the Namcha Barwa mountain and enters Arunachal Pradesh as the Siang/Dihang, which then becomes the Brahmaputra.

Despite clear warning signs, the temporary dam on the Yiong Tsangpo eventually burst, sending destructive floodwaters through Tibet and into Arunachal Pradesh, destroying bridges and vital infrastructure downstream. The event illustrated how Himalayan geology can transform localized instability into an international disaster.

More recently, the connected Yongan and Xinfeng dams in Inner Mongolia failed in rapid succession in 2020 after heavy rainfall. Although evacuations prevented mass casualties, the dual failure inundated farmland, destroyed roads and renewed concerns about thousands of aging reservoirs constructed in pursuit of political quotas without modern safety standards.

These failures together underline continuity rather than exception. The recurring causes of failure reflect an infrastructure network built rapidly, expanded relentlessly and maintained unevenly. Thousands of older dams now lack modern monitoring systems, early-warning sensors and upgraded flood-control capacity.

China’s most famous dam, the Three Gorges Dam, has never suffered a major structural failure. Yet it has carried profound environmental impacts and significant geological risks.

The project officially displaced 1.4 million people, submerged cities and villages, altered aquatic ecosystems, intensified pollution within its mammoth reservoir and trapped enormous volumes of sediment. Geologists have also documented thousands of micro-earthquakes and widespread landslides associated with the immense weight and fluctuating levels of its reservoir, which holds 39.3 billion cubic meters of water.

Today, the principal concern over this giant dam is less an abrupt collapse than cascading risk. The Three Gorges Dam, on the Yangtze River, sits within a broader network of upstream reservoirs, meaning extreme rainfall could compound hydraulic pressures across multiple dams simultaneously, unleashing a sudden surge of water. Such a scenario, eerily reminiscent of Banqiao’s domino effect, could threaten downstream industrial hubs and mega-cities along the Yangtze.

This background is especially relevant as China erects its unprecedented super-dam on the upper reaches of the Brahmaputra, within one of the world’s most seismically active mountain belts. China’s own hydraulic history offers a cautionary lesson: the greatest danger is often not the river but the belief that it can be bent to the Chinese will.

Beijing is again smothering inconvenient scientific warnings. In earlier decades, engineers, hydrologists and geologists who questioned excessive dam construction or inadequate flood-discharge capacity were frequently mocked and marginalized, allowing flawed projects to proceed without meaningful scrutiny. Now Beijing is persisting with the construction of what it calls “the project of the century” even as its own scientists warn of serious geological risks at the site.

‘Dam-For-A-Dam’ Strategy?

The fact that no country has built more dams than Beijing and that no country has witnessed more dam failures than China should shape how the world evaluates the Himalayan super-dam and how India responds. As the record shows, Chinese engineers are capable of building monumental structures. The deeper question is whether any government can safely impose permanent hydraulic control over a dynamic, earthquake-prone river system whose behaviour continually exceeds human prediction.

The greatest threat posed by the Medog mega-project is the possibility that the world’s largest hydroelectric dam could become the world’s greatest transboundary flood hazard. India’s response should prioritize resilience, surveillance and diplomacy.

For India, the project is a strategic and humanitarian challenge whose consequences threaten millions living downstream. Much attention has focused on whether the super-dam will allow China to manipulate cross-border river flows. That concern is legitimate. The Brahmaputra is the lifeline of northeastern India, irrigating farmland, sustaining fisheries, replenishing wetlands and supporting livelihoods before flowing into Bangladesh, where it becomes the country’s single largest source of freshwater.

Yet the more immediate danger may be one that receives far less discussion: the catastrophic risk of structural failure in one of the world’s most earthquake-prone landscapes. An unparalleled dam built inside the Eastern Himalayan Syntaxis creates not only Chinese geopolitical leverage but also systemic disaster risk for downstream communities.

India thus faces a defining policy choice. Should it respond by constructing its own giant counter-dam immediately downstream as a “water buffer” strategy? If China abruptly impounds water, creating a drought in the lean season, or suddenly releases massive volumes of water, unleashing an artificial flood, could India’s downstream counter-dam regulate river levels, absorb a surge and mitigate the “water bomb” risk? Or should India pursue a fundamentally different strategy centred on technology and flood resilience?

New Delhi’s proposed Upper Siang Multipurpose Project (USMP) is an 11,000-megawatt hydroelectric and flood-control dam in Arunachal Pradesh estimated to cost roughly $13 billion. Officially, the project serves two purposes: generating clean electricity and creating sufficient storage capacity to absorb sudden surges originating from China’s super-dam. On paper, the logic appears compelling. If China controls the river upstream, India should possess a hydraulic buffer downstream.

The problem is that rivers do not obey human logic. They follow gravity and geology. Human logic seeks control; nature embraces chaos.

A downstream mega-dam cannot reliably neutralize the catastrophic failure of a much larger upstream structure located only a relatively short distance away. Instead, it risks creating a cascading disaster in which one dam’s collapse triggers another.

The geography makes this risk particularly disquieting. China’s Medog project sits just upstream of the Line of Actual Control (LAC), while the proposed Upper Siang dam would be constructed shortly after the river enters India. Between them lies the steep, narrow Yarlung Tsangpo Grand Canyon, the world’s deepest and longest canyon. Rather than dissipating the energy of moving or falling water, this terrain accelerates it, channelling enormous volumes of water through confined valleys at extraordinary velocity.

Should China’s super-dam ever experience a catastrophic breach—whether from a powerful earthquake, a massive landslide from the Namcha Barwa massif or some other extreme geological event—the resulting flood wave would not resemble an ordinary river flood. It would be a high-energy torrent carrying sediment, boulders, liquefied mud and shattered concrete capable of destroying infrastructure across its path.

The downstream Indian reservoir would then become part of the hazard rather than the solution.

The central weakness of the counter-dam concept lies in an operational contradiction. A flood-control reservoir is effective only when it is substantially empty. A hydroelectric reservoir is economically productive, especially as a power generator, only when it remains relatively full.

The Upper Siang project cannot maximize both objectives simultaneously. If operators maintain high water levels to generate 11,000 megawatts of electricity, the available flood cushion shrinks dramatically. If they keep a large empty buffer for emergency protection, electricity generation and project economics suffer correspondingly.

A second constraint is time. Because of the close proximity between China’s super-dam and India’s planned Upper Siang dam, downstream authorities might receive little more than several tens of minutes of warning following an upstream structural failure. Even with perfect communications, safely releasing billions of cubic meters of water from the Upper Siang structure through spillways within such a narrow window would be virtually impossible.

The third, and perhaps most important, problem is seismic. The Eastern Himalayan Syntaxis is among the world’s most active tectonic regions, with the devastating 1950 Assam–Tibet earthquake demonstrating the enormous geological forces capable of reshaping entire river systems.

Any future earthquake of similar magnitude or impact could damage both the Chinese and Indian dams during the same seismic event, transforming two strategic assets into a cascading infrastructure catastrophe.

It is a classic case of correlated risk: when two or more critical systems occupy the same hazard zone, their failures become mutually reinforcing rather than independent.

Given that downstream engineering cannot effectively mitigate the risks posed by the Medog super-dam, India must leverage its rapidly expanding space and remote-sensing capabilities to eliminate strategic blindness over the Tibetan Plateau.

Just as China does not have a water-sharing treaty with any downstream country, it also lacks comprehensive, year-round, real-time, automated hydrological data-sharing and emergency-notification mechanisms with any neighbour.

During crises, India, therefore, cannot assume that Beijing will provide timely information about reservoir conditions or geological emergencies. The obvious solution is autonomous observation. Rather than depending upon Chinese disclosures, India can build an independent picture of upstream risk.

India’s NISAR and RISAT series satellites, together with Cartosat imaging satellites, offer precisely the technological foundation required for continuous monitoring of the Medog project, including detecting subtle structural movement, reservoir expansion, unstable mountain slopes and landslide precursors.

Jointly launched by ISRO and NASA, the NISAR satellite, with its dual-frequency radar technology, measures millimetre-scale ground deformation and monitors natural hazards like Himalayan landslides and glacier dynamics. The Cartosat satellites provide high-resolution sub-meter stereo imagery for building 3D models of steep Himalayan slopes, while the RISAT series gives round-the-clock synthetic aperture radar (SAR) coverage during heavy monsoon downpours when optical cameras are blinded by clouds.

Equally important is what happens on the ground. A dense network of automated acoustic and radar water-level sensors positioned near the LAC along the Siang River would transmit instantaneous water-level anomalies into India’s disaster management architecture. Sudden upstream impoundment, abnormal discharge or unusual flow acceleration would automatically trigger downstream alerts without requiring human interpretation.

In an age of satellite intelligence, early warning is becoming as strategically valuable as physical infrastructure.

Furthermore, India should invest in distributed flood-management systems along the Siang and Brahmaputra floodplains. Controlled flood-bypass channels, diversion tunnels and dry floodways could redirect extreme surge waters away from densely populated settlements into designated unpopulated, low-lying areas.

Restoring Assam’s historical wetlands, beels and oxbow lakes would recreate natural sponge basins that absorb flood peaks while simultaneously enhancing biodiversity and groundwater recharge. Embankment setbacks (moving traditional levees further back from the riverbank) would provide the Brahmaputra greater room to expand during exceptional floods instead of forcing enormous hydraulic energy into narrow corridors.

Transparency itself can become a strategic instrument of pressure on Beijing. India should routinely publish open-source satellite analyses, seismic assessments and independently verified geological reports concerning conditions around Medog. The message to Beijing should be that establishing infrastructure capable of endangering millions of people across the international boundary carries corresponding responsibilities of disclosure and accountability.

A first step toward compelling Beijing to lift its opacity should be a formal diplomatic request demanding full technical disclosure of the Medog project, including design specifications, geological assessments, reservoir safety studies, seismic modelling and emergency response protocols. India should simultaneously request permission for an independent international scientific inspection involving experts from multiple countries.

Beijing will probably refuse. But refusal itself carries diplomatic value. A government genuinely confident in the safety of its engineering should welcome independent scrutiny, particularly when millions of downstream lives are potentially affected. Opacity reinforces suspicion.

India should also elevate the issue in international scientific and environmental forums rather than treating it solely as a bilateral matter. The central question is universal: Should the world’s largest dam be constructed directly across an active geological fault in one of Earth’s most seismically unstable mountain systems without independent international oversight?

At the same time, India must prepare for China’s unparalleled super-dam ultimately becoming an enduring reality. The more durable Indian response should centre on layered resilience: autonomous satellite surveillance, AI-assisted flood forecasting, automated river sensors, restored wetlands, engineered floodways, evacuation infrastructure and sustained diplomatic pressure for transboundary transparency. Together, these measures could contribute to reducing both uncertainty and human vulnerability.

But India must also reshape the international narrative by placing China’s own scientific warnings, dam-failure record and refusal to allow independent scrutiny at the centre of the global debate. The super-dam may well stand as a monument to China’s ambition; it should not become a tombstone for downstream millions.

The Tibet-Nepal flood is a warning against defying nature

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The Nepal-Tibet catastrophe unfolded just as two international scientific studies had anticipated by modelling how flood surges behave as they emerge from engineered corridors in the Tibetan border region into downstream Nepal.

Debris from a bridge damaged by flash flooding lies along the banks of the swollen Trishuli River at 1 Number Pul, in Nepal’s Nuwakot district. AP Photo.

By Brahma Chellaney, The Hill

Humanity is altering natural ecosystems more rapidly than it is developing an adequate scientific understanding of the consequences. Those alterations are contributing to climate change, which in turn is amplifying the damage to ecosystems. The Nepal-Tibet flood disaster is a stark reminder that humanity must stop trying to bend nature to its will.

The catastrophe that began high in the mighty Himalayas on the Tibet-Nepal border is a warning from the world’s youngest, tallest and most volatile mountain range about the dangerous illusion that humans can engineer nature into submission.

An immense ice-and-rock avalanche sheared off a glacier situated directly along the crest of the international boundary on the Nepalese side, plunged into the China-controlled Tibetan upper basin, and unleashed a devastating torrent that ripped through transboundary rivers, wrecking upstream Chinese infrastructure and leaving a vast trail of death and destruction downstream in Nepal.

The disaster exemplified how human interventions can magnify nature’s fury. Nepal bore no responsibility for the catastrophic flash floods, yet it faced their main brunt. Extensive infrastructure-centered alterations to the upstream river corridor and mountain landscape in the Tibetan border region compounded the downstream effects through physical, structural and operational vulnerabilities.

The tragedy’s central lesson is best summed up by the 1970s American television advertising slogan that became a pop-culture catchphrase: “It’s not nice to fool Mother Nature.”

In the name of development, countries have long sought to redirect river flows, flatten mountains, tame weather and conquer landscapes. Such engineering has undeniably brought energy, water and prosperity. But when it disregards the fundamental logic of natural systems, manageable risks potentially turn into calamitous ones.

The Tibet-Nepal disaster offers the latest illustration of why respecting nature has become an imperative for humanity’s future.

Yet much of the analysis of this disaster in U.S. and international media has focused on climate change while obscuring how human alteration of ecosystems is itself increasing natural hazards and accelerating global warming. Climate change should not become a catch-all explanation that deflects attention from the broader ecological and environmental damage caused by human activity. Climate change is one consequence of these wider human impacts.

The unstable Himalayas are a living geological laboratory. Large-scale construction and river engineering there can significantly compound risk.

Pounded by the slow-motion collision of the Indian and Eurasian tectonic plates, the Himalayas remain among the most seismically active and structurally fragile regions on Earth. Their rocks continue to fracture and rise; glaciers expand and retreat; and monsoon rains and freeze-thaw cycles constantly weaken steep valley walls. In such an environment, landslides, cryospheric collapses and flash floods are anything but rare.

The latest catastrophe underscores that inherent instability. But what followed the initial act of nature was shaped as much by human construction as by natural processes.

Natural floodplains, gravel bars and meandering channels act as hydraulic shock absorbers, dissipating energy by allowing water to spread laterally. When they are replaced with concrete embankments, retaining walls, highways, diversion structures and narrowed channels, the river system loses its natural flood buffer. Water is forced into tighter corridors from Tibet, accelerating its speed and increasing its destructive power in Nepal, as a 2022 scientific study had forewarned.

That is exactly how the flood tragedy appears to have unfolded, with extensive embankments, border facilities, highways, intake works and riverbank engineering creating artificial bottlenecks in the upper Tibetan valley. Instead of allowing the floodwaters and debris to disperse naturally, these structures funneled the liquid-rock-mud mass through a narrow gorge, dramatically increasing its velocity before it surged downstream into Nepal’s river basins.

This resulted in devastating consequences. Loose sediment and debris from upstream construction sites were swept into the deluge, creating a dense, hyper-concentrated slurry that smashed bridges, roads, buildings and hydropower infrastructure with enormous kinetic force. Temporary debris dams formed behind bridges and culverts before bursting, releasing secondary flood pulses that were even more destructive than the original surge, as another peer-reviewed study had foreseen.

The tragedy fits into a much broader global pattern. Modern states increasingly pursue projects that seek to reshape natural systems.

China has become the world’s most ambitious practitioner of this approach — from its environmentally damaging Three Gorges Dam and gigantic South-to-North Water Diversion Project to massive weather-modification programs and the colossal super-dam now rising on Tibet’s Yarlung Tsangpo, the world’s highest-altitude major river. Such projects reflect a seductive belief that nature can be bent to the Chinese will.

Complex ecosystems, however, rarely behave like human-made machines. Natural systems function through intricate networks of feedback and balance. Every significant human intervention can alter interconnected natural processes whose cumulative effects may emerge years later or even in places far removed from where the original construction occurred.

The Tibet-Nepal disaster is a strong expression of a universal truth: disrupting one component of a tightly connected natural system creates cascading consequences throughout the whole.

Humanity has entered an age in which its engineering capacity has become extraordinary, but so too has its ability to magnify natural hazards. It is thus imperative for humanity to understand its safe operating space.

Respecting Mother Nature does not mean abandoning development or rejecting engineering. It means recognizing that human ingenuity must work with natural processes rather than against them.

The sustainable path is stewardship, not mastery, of nature. It includes protecting floodplains instead of endlessly constricting rivers, preserving biodiversity instead of simplifying ecosystems, and designing infrastructure that accommodates natural flows rather than reengineering them.

We can keep trying to bend nature to human ambition and greed, or learn to live within nature’s design. The Himalayas have delivered their verdict with clarity.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.

China’s Super-Dam Is Becoming an Upstream Water Bomb

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The latest evidence suggests that the Chinese scientific establishment understands the dangers of the under-construction Himalayan dam—the world’s largest—more clearly than its political leadership is willing to acknowledge. With the livelihoods of two billion people at stake, the international community needs to weigh in.

By Brahma Chellaney, Project Syndicate

The world’s largest dam is rising in one of the world’s most geopolitically treacherous and seismically unstable regions. Just a few kilometers from the heavily militarized border with India, China is constructing an unprecedented hydropower project in Tibet on the Yarlung Tsangpo, the world’s highest-altitude major river, better known internationally as the Brahmaputra.

The super-dam will dwarf China’s Three Gorges Dam, currently the world’s largest, in power-generating capacity. Its reservoir will impound a gargantuan volume of water above millions of people downstream in India’s northeast and deltaic Bangladesh, much of which lies barely above sea level.

Now the most troubling warning is coming not from foreign critics but from China’s own scientists. A recent paper published in the state-linked, Mandarin-language journal Sedimentary Geology and Tethyan Geology identifies serious geological hazards at the construction site. The geologists conclude that the terrain has a “loose structure and weak cohesion” and warn that fault movement or an earthquake could easily trigger large-scale instability, threatening both the reservoir and surrounding infrastructure. The authors recommend reinforcing the reservoir slopes, installing retaining structures, and redesigning key elements to reduce the risk of catastrophe.

When scientists working under a communist regime issue such warnings, the international community must pay attention.

The new dam is rising at the Great Bend of the Brahmaputra, where the river plunges steeply through the world’s deepest and longest canyon before entering India. It also sits squarely within the Himalayan seismic belt, created by the slow-motion collision of the Indian and Eurasian tectonic plates. This is among Earth’s most earthquake-prone regions, with a record of producing devastating temblors.

The danger is not simply that an earthquake might damage a dam. A gigantic reservoir could itself trigger a quake by intensifying geological stresses. Reservoir-triggered seismicity, or RTS, has been documented for decades.

One likely example occurred in China. In one of the deadliest natural disasters in modern Chinese history, an earthquake on the Tibetan Plateau’s eastern rim in 2008 killed nearly 90,000 people, mainly in Sichuan province. While scientists continue debating the precise relationship, influential research concluded that the immense weight of water stored in the reservoir of the new Zipingpu Dam may have increased pressure along an underlying fault, potentially advancing the earthquake by decades or even centuries.

Instead of facing up to that scientific possibility, China has embarked on a vastly larger dam project in an even more fragile geological setting. But the Himalayan fault system does not respect national borders; nor would the consequences of a major dam failure. The powerful 2025 Myanmar earthquake demonstrated how interconnected this seismic zone is, with tremors traveling far enough to trigger the collapse of a high-rise building in Bangkok, some 1,000 kilometers away.

The Brahmaputra is the lifeline of northeastern India, irrigating farms, sustaining fisheries, replenishing wetlands, and supporting millions of livelihoods before flowing into Bangladesh, where it is the single largest source of freshwater. Like China’s giant dams on the Mekong, the super-dam threatens to alter cross-border river flows and reduce the downstream transport of nutrient-rich sediment essential to the river’s ecology and riparian countries’ agriculture.

Worse, a catastrophic structural failure—or even an emergency release of impounded water following seismic damage—could unleash devastating floods across densely populated downstream plains with little warning. What begins as an engineering failure in Tibet could become a humanitarian catastrophe extending all the way to Bangladesh, the world’s most densely populated country outside microstates and mini-states.

The geological danger is only part of the story. China is increasingly transforming its control of the Tibetan Plateau—the source of most of Asia’s major rivers—into strategic leverage. It has built cascades of dams on transboundary rivers, withheld hydrological data during periods of tension, and resisted entering any water-sharing treaty with downstream states. Water has become another instrument of coercive statecraft.

The sheer scale of what China calls “the project of the century” will inevitably give it unprecedented control over river flows. Even routine reservoir operations can affect downstream ecosystems, agriculture, sediment transport, and flood patterns.

Yet the project remains shrouded in secrecy, with the Chinese government releasing remarkably little technical information despite the enormous transboundary implications. There has been no meaningful environmental transparency, no independent geological review, and no credible consultation with the countries facing the greatest downstream risks.

International law has long recognized that states sharing transboundary rivers bear responsibilities toward one another, including preventing significant cross-border harm, exchanging relevant information, and consulting on projects that could materially affect downstream neighbors. Adherence to these principles is essential to safeguard shared resources. China’s continuing opacity undermines them.

The Himalayan watershed is often called Asia’s water tower because its rivers sustain nearly two billion people across multiple countries. When the largest dam ever attempted is introduced into this fragile ecosystem, secrecy becomes a regional security risk.

Given the extraordinary stakes, China should immediately invite an independent panel of international seismologists, geologists, and dam-safety experts to inspect the site, review the project’s geological assumptions, and assess whether the recommended design modifications are sufficient. China should also institutionalize year-round, real-time hydrological data-sharing and emergency notification mechanisms with India and Bangladesh, and commit to ongoing transboundary consultation on major design changes.

Ironically, the latest evidence suggests that the Chinese scientific establishment understands the dangers more clearly than its political leadership appears willing to acknowledge. Now that China’s own geologists have raised the alarm, policymakers must embrace transparency and accept transboundary responsibilities before a potential water bomb is fully assembled upstream.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2026.

Nepal-Tibet floods expose dangers of China’s Himalayan gamble

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Upstream engineering and missing warnings may have magnified the natural disaster

A damaged section of a highway in Nuwakot, central Nepal, is seen on August 27, 2026, following a cryospheric collapse in the Himalayas. © Getty Images
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Brahma Chellaney

Nikkei Asia

The devastating flash floods that tore through Nepal’s Trishuli and Koshi river valleys should not be seen as simply another Himalayan tragedy.

What began as an act of nature — a massive ice-and-rock avalanche that sheared away part of a glacier at an altitude of 5,200 meters near Tibet’s border with Nepal — became a cascading catastrophe after colliding with an increasingly engineered mountain landscape upstream.

The lesson is clear: In the fragile Himalayas, human alterations to rivers and mountain landscapes can dramatically amplify the impact of natural disasters.

The catastrophe unfolded with astonishing speed. The immense mass of ice and rock plunged into the upper Lhende Khola catchment, pulverizing into a dense slurry that temporarily dammed the narrow gorge before the improvised barrier collapsed. Within minutes, a wall of water, mud and boulders surged downstream, raising river levels. The collapse generated seismic waves so unusual that automated monitoring systems initially mistook the event for a magnitude-5.2 earthquake.

As the deluge thundered through Nepal’s steep valleys, it swept away villages, bridges and roads with devastating force. Several downstream hydroelectric facilities were wrecked by debris, triggering widespread power and communications failures. The floods also ravaged the Tibetan side of the border. In Nepal, however, they left a vast trail of death and destruction, while immense deposits of mud and rubble severely hampered search-and-rescue operations.

But the natural trigger of the disaster discloses only half the story.

The key question is why the floods became so destructive downstream. The answer lies in the cumulative effect of Chinese upstream infrastructure, altered river channels and the absence of meaningful transboundary cooperation. None of these caused the glacier failure, though together they may have amplified its consequences.

One important human factor was the transformation of the river corridor itself near the Tibet-Nepal border.

Over the past decade, China’s expansion of embankments, border facilities, highways and other civil works has narrowed sections of the upper valley by concentrating construction activity along the riverbanks. In ordinary conditions, such projects facilitate trade and transport. During an extreme flood, however, they become sources of vulnerability.

The torrent swept up loose spoil, concrete rubble, heavy machinery and structural debris, turning an already violent debris flow into what hydrologists aptly compare to liquid concrete — a battering ram capable of crushing almost any structure in its path. The deluge caused significant damage to infrastructure downstream.

The second human contribution was reengineered hydrology.

Diversion weirs, intake structures, embankments and other upstream river or stream modifications created localized bottlenecks in the narrow Himalayan gorges. As the avalanche-driven surge struck these chokepoints, temporary ponding and overtopping likely generated secondary flood pulses, accelerating the rapid downstream rise in river levels. The cascading impacts meant that some downstream communities faced not one but multiple destructive waves in quick succession.

Perhaps the most preventable failure was informational rather than physical.

China operates hydrological monitoring stations across the Tibetan headwaters, collecting real-time data on river levels and upstream conditions. Yet, despite its deepening relationship with Kathmandu, Beijing has not established comprehensive, year-round, real-time hydrological data-sharing and emergency notification mechanisms with Nepal (or with any other downstream country).

Even without a fully integrated 24/7 telemetry link feeding upstream water-level data directly into Nepal’s Department of Hydrology and Meteorology, an immediate Chinese emergency notification of sudden water-level spikes, debris-dam formation or other upstream anomalies could have bought precious time to evacuate settlements, trekking routes and vulnerable infrastructure, potentially reducing the death toll.

The absence of institutionalized hydrological transparency thus transformed a natural hazard into a governance failure.

For Nepal, rebuilding shattered hydropower stations, roads, bridges and other infrastructure will require years of investment. Another key task is institutional rather than physical: Nepal should seek from China mandatory real-time hydrological data sharing, cross-border emergency notification protocols, and independent assessments — should Beijing permit them — of how upstream engineering influences flood propagation in shared river basins. Transboundary rivers demand transboundary responsibility.

The Nepal tragedy exposes a more fundamental reality about the Himalayas, the world’s most seismically active major mountain range. The range remains under immense tectonic pressure as the Indian and the Eurasian continental plates collide, leaving its terrain exceptionally unstable.

Climate change is increasingly unsettling glaciers, but climate alone does not determine disaster outcomes. In the world’s youngest and most geologically fragile mountain range, engineering choices, river modifications and the absence of cross-border hydrological cooperation increasingly determine whether a natural hazard remains localized or cascades into a broader catastrophe.

Against this backdrop, the Nepal catastrophe may revive international scrutiny of a far larger gamble unfolding in a different section of the Himalayas: China’s super-dam on the Yarlung Tsangpo at the Great Bend, where the river makes a sharp U-turn around a towering mountain peak before gushing south into India. Constructing a mammoth dam with almost three times the power-generating capacity of the Three Gorges Dam beside a major geological fault carries extraordinary risks, especially for millions living downstream in India and Bangladesh.

China’s damming of rivers in Tibet is already wreaking environmental havoc. Scientists have long warned that the gravest threat to Himalayan dams may not be earthquakes alone, but massive rock-and-ice avalanches plunging into reservoirs and generating tsunami-like impulse waves capable of overtopping engineered structures.

The Nepal disaster is more than a national calamity. It is a warning that the boundary between natural disaster and human-made catastrophe is blurring in the Himalayas. As infrastructure expands across one of Earth’s most volatile mountain systems and glaciers weaken, the question is whether governments upstream and downstream will act before the next cascading catastrophe strikes.

Brahma Chellaney, a professor of strategic studies at the independent New Delhi-based Centre for Policy Research and fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including “Water: Asia’s New Battleground,” which won the Bernard Schwartz Book Award.

The Dawn of a New Strategic Era

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Resilience is India’s new grand strategy

Brahma Chellaney, OPEN magazine

The US and Israel won the opening battles of the war they launched against Iran. They may yet lose the larger strategic contest. More significantly, the conflict continues to hold the global economy hostage. It has turned into an asymmetric war of attrition with mounting strategic, economic and geopolitical costs, with India one of the worst affected countries.

The war, now in its sixth month, has become a textbook example of how overwhelming military superiority does not necessarily translate into political success. Early strikes inflicted devastating damage on Iran’s military infrastructure and decapitated much of its senior leadership. Yet the Islamic Republic did not collapse. Instead, it adapted. Its leadership was rapidly reconstituted, its security apparatus remained intact, and it shifted to an asymmetric strategy that has imposed growing costs on the US and its regional allies.

Despite sustained strikes against Iranian assets, US President Donald Trump’s administration has failed to achieve one of its principal objectives: restoring secure commercial navigation through the Strait of Hormuz. Iran continues to wield its ability to disrupt one of the world’s most important energy chokepoints, keeping global energy markets under constant pressure and prolonging a worldwide economic shock. The war has destabilized the entire Persian Gulf region.

More fundamentally, the war has exposed a central flaw in the way Trump approached the conflict. No military campaign should begin without a clearly defined political end state, a realistic strategy for achieving it, an assessment of how the adversary is likely to respond, and measurable criteria for success. Absent these, tactical victories can accumulate without producing strategic gains. That increasingly appears to describe America’s campaign against Iran—“a bombing campaign in search of a strategy,” as Joe Kent, a former top US counterterrorism official, put it.

The conflict has also expanded well beyond a bilateral confrontation. Hezbollah, Iraqi militias, the Houthis and US-aligned Gulf states have all been drawn into the fighting at various stages. Repeated ceasefires have merely paused, rather than resolved, the violence, even as the financial, military and human costs continue to mount.

Trump’s war has revealed the limits of US power. Iran remains defiant, the Strait of Hormuz remains contested, and Washington’s objectives have become increasingly difficult to define. The longer the conflict continues without a coherent US political strategy, the greater the risk that Trump’s brazen military attack will be remembered not for its spectacular opening, but as a strategic liability that defined his second presidency.

Understanding how the world’s most powerful military arrived at this point—and what it means for American strategy, the Middle East, India and the global balance of power—is essential to understanding the conflict itself.

The war exposed India’s vulnerabilities

While the US risks turning military success into strategic failure, India risks becoming one of the Iran war’s biggest collateral casualties.

For more than two decades, India has carefully cultivated a policy of multi-alignment in the Middle East, maintaining close ties simultaneously with the US, Israel, the United Arab Emirates, Saudi Arabia and Iran. That balancing act has served India remarkably well, securing energy supplies, protecting its large diaspora, expanding trade and opening new strategic partnerships.

A prolonged US-Iran conflict, however, threatens to unravel this equilibrium.

India’s greatest vulnerability is energy. More than 80 per cent of its crude oil is imported, with roughly half originating in or transiting the Persian Gulf. Even more critically, most of India’s imported Liquefied Natural Gas (LNG) and Liquefied Petroleum Gas (LPG) also pass through the Strait of Hormuz.

As long as Iran retains the ability to threaten this maritime chokepoint, India remains exposed to higher energy prices, imported inflation, a widening current account deficit and greater fiscal pressure. Every sustained increase in oil prices ripples through the Indian economy—from transport costs and manufacturing to household cooking fuel and fertilizer production.

The costs do not end there. Higher war-risk insurance premiums and disruptions across the Gulf and Red Sea have sharply increased freight costs, eroding the competitiveness of Indian exports to Europe and North America.

At the same time, the conflict threatens the livelihoods of about nine million Indians living and working in the Gulf. Any large-scale escalation could force New Delhi to undertake a massive evacuation while further reducing remittances that sustain millions of households across states such as Kerala, Tamil Nadu and Bihar.

The strategic consequences may prove even more enduring. The war strikes at the heart of India’s long-term connectivity ambitions.

Iran’s Chabahar Port—in which India invested heavily to obtain direct access to Afghanistan and Central Asia while bypassing Pakistan and offering a counterweight to China’s Gwadar Port—has been crippled by renewed American sanctions, US airstrikes and the reluctance of private shipping, insurance and logistics firms to operate there. Chabahar is a crucial feeder port for the broader International North-South Transport Corridor (INSTC) connecting Mumbai to Moscow. The Iran war has effectively frozen development on missing rail links and dry-run corridors.

Consequently, Afghanistan and the landlocked Central Asian states have been pushed back toward reliance on Pakistani routes or Chinese Belt and Road Initiative (BRI) infrastructure, undermining India’s regional influence.

Simultaneously, the India-Middle East-Europe Economic Corridor (IMEC), unveiled with great fanfare at the G20 summit in 2023 in New Delhi as a flagship alternative to China’s BRI, has effectively been frozen. Aimed at connecting India to Europe via a sea-and-rail network passing through the UAE, Saudi Arabia, Jordan and Israel, IMEC’s viability depends upon a stable Middle East and continued Arab-Israeli normalization—two assumptions that the war has shattered.

The result is more than the temporary suspension of three infrastructure projects. Together, Chabahar, INSTC and IMEC formed the key pillars of India’s westward strategic outreach, intended to integrate the country more deeply with Central Asia, the Persian Gulf and Europe while reducing dependence on vulnerable maritime routes. Their suspension narrows India’s geopolitical options just as China is expanding its economic and diplomatic footprint across West Asia.

Trump’s Iran war, illustrating how he has turned America’s unrivalled power into an instrument of unilateral coercion, is imposing mounting costs on India. The conflict threatens India’s energy security, strains its economic resilience, endangers millions of overseas citizens and undermines years of painstaking geopolitical investment. Indeed, the conflict has imposed a broad inflationary tax on the Indian economy.

In a war fought far from its borders, India may emerge as one of its principal strategic losers.

India’s new energy realism

The Iran war is forcing India to rethink not merely where it buys its energy, but the very foundations of its energy security strategy.

For decades, India’s overriding concern was ensuring that sufficient energy supplies reached its shores at affordable prices. That objective has become considerably more complicated.

The prolonged disruption of Persian Gulf supplies has demonstrated that energy security can no longer be measured simply in barrels purchased or contracts signed. It now encompasses the resilience of maritime supply routes, the political reliability of suppliers, the financial infrastructure through which payments are made, and the strategic leverage that accompanies dependence on any single power.

New Delhi’s response has therefore evolved into a multi-layered strategy designed to reduce vulnerability without sacrificing strategic autonomy.

The first line of defence is physical resilience. India has significantly strengthened its Strategic Petroleum Reserve (SPR), maintained by Indian Strategic Petroleum Reserves Limited. Underground caverns at Visakhapatnam, Mangaluru and Padur provide an emergency buffer against sudden oil-supply disruptions, while commercial inventories maintained by public-sector refiners substantially extend national cover. The government is also expanding storage capacity at Chandikhol and Padur under Phase II of the SPR program.

These reserves cannot insulate India indefinitely from a prolonged conflict, but they buy policymakers precious time during the opening stages of a supply shock, reducing the likelihood of panic buying or abrupt economic disruption.

Natural gas presents a much greater challenge. Unlike crude oil, liquefied natural gas cannot easily be stockpiled for extended periods. India’s LNG storage infrastructure was designed for operational efficiency rather than strategic resilience, leaving the country with only a limited emergency cushion.

Because a majority of India’s imported LNG originates in the Gulf and transits the Strait of Hormuz, any prolonged disruption immediately exposes the country to shortages. The government has consequently begun encouraging additional cryogenic storage capacity while developing protocols for emergency allocation of scarce supplies. In a severe crisis, household cooking gas, city gas distribution and fertilizer production receive priority, while industrial users, power stations and energy-intensive manufacturers are required to curtail consumption or switch to alternative fuels.

The second pillar of India’s strategy is diversification. Russia’s invasion of Ukraine transformed India’s crude procurement strategy, as refiners took advantage of discounted Russian oil. Although Washington subsequently pressured New Delhi to reduce those purchases, the outbreak of the Iran war demonstrated the strategic value of maintaining multiple suppliers. Russian crude has provided an important economic hedge against volatility in Middle Eastern markets.

At the same time, India expanded purchases from Brazil, Guyana, Nigeria, Angola, Venezuela and the US, reducing the danger that instability in any single producing region could paralyze its economy.

Diversification, however, is not simply about geography. Different crude grades possess different refining characteristics. Indian refineries have spent decades optimizing operations around heavier Middle Eastern and Russian grades. Maintaining a balanced crude basket, therefore, improves both energy security and refinery efficiency, reducing dependence on any one supplier while preserving operational flexibility.

Diversifying suppliers does not eliminate another critical vulnerability: geography. Oil purchased from widely separated producers still converges upon a limited number of maritime chokepoints. The Strait of Hormuz, Bab el-Mandeb and the Red Sea remain indispensable arteries for global commerce. Even when cargoes are rerouted around the Cape of Good Hope to avoid conflict zones, transit times lengthen, freight costs increase and insurance premiums soar.

Recognizing this reality, India has quietly expanded the role of its navy. Through Operation Sankalp, Indian warships now provide escorts for merchant vessels, conduct maritime surveillance across the Arabian Sea and Gulf of Aden, and protect sea lines of communication vital to India’s economy. Importantly, New Delhi has deliberately maintained these operations under independent national command rather than integrating them into U.S.-led naval coalitions.

That distinction is more than symbolic. American-led maritime coalitions pursue broader geopolitical objectives, including deterrence and, when necessary, offensive strikes against hostile launch sites. India’s mission is fundamentally different. Operation Sankalp is narrowly focused on protecting Indian shipping, preserving freedom of navigation for India’s own commerce and avoiding entanglement in regional conflicts. By remaining outside formal coalition structures, New Delhi retains complete freedom to determine when, where and how its forces operate while continuing to exchange maritime information with international partners.

This approach preserves India’s longstanding policy of strategic autonomy while minimizing the risk that it will be perceived by Arab states or Iran as an active participant in the conflict.

Yet the most consequential debate in New Delhi concerns not naval deployments or strategic reserves, but the changing composition of India’s energy imports.

As American sanctions on Russia intensified and Washington pressed India to diversify away from both Russian and Iranian supplies, the US has emerged since May as India’s largest supplier of LNG and LPG. Furthermore, India, nudged by Washington, has become the largest export destination for Venezuelan oil, payments for which flow to the US Treasury rather than Caracas. The arrangement increasingly resembles a colonial relationship, with Washington controlling Venezuela’s principal source of national income.

The US-origin or US-controlled energy supplies to India undoubtedly enhance diversification, but they also introduce major vulnerabilities. More importantly, replacing one dependency with another carries its own strategic risks.

Europe offers a cautionary example. Following Russia’s invasion of Ukraine, European governments rapidly reduced their dependence on cheap Russian pipeline gas by dramatically increasing imports of American LNG. While this strengthened energy security in one respect, it also exposed Europe to higher transportation and liquefaction costs, volatile US pricing and growing political dependence upon decisions made in Washington. Energy relationships that appear commercially attractive during one geopolitical crisis can become strategic liabilities during the next.

Indian policymakers are keenly aware of this lesson. Dependence upon US-origin or US-controlled energy sources exposes India to risks extending well beyond ordinary market fluctuations. American energy exports remain subject to executive authority and domestic political priorities. Export licenses can be modified, delayed or conditioned in response to changing geopolitical circumstances. Even more significant is Washington’s demonstrated willingness to employ sanctions, financial regulations and the dollar-based international payments system as instruments of statecraft.

India experienced this first-hand as Washington repeatedly targeted Russian energy exports with sanctions. Although China remained Russia’s largest energy customer and Europe continued purchasing significant quantities, Washington focused its pressure largely on India to curtail imports and shift toward alternative suppliers, especially the US. The broader message was unmistakable: access to energy could become contingent upon alignment with American foreign policy objectives.

Such dependence sits uneasily alongside India’s longstanding commitment to strategic autonomy. For decades, successive Indian governments have sought to avoid excessive dependence upon any single great power. That principle applies as much to energy as it does to defence or diplomacy. Heavy reliance upon US-origin or US-controlled energy supplies could gradually reduce New Delhi’s diplomatic flexibility toward Russia, Iran and other non-Western partners, complicating its ability to pursue an independent foreign policy.

There are also commercial considerations. American LNG generally carries higher transportation and liquefaction costs than supplies from the Gulf, while US crude differs significantly from the heavier grades for which many Indian refineries were designed. Processing large quantities of lighter American crude requires operational adjustments that can reduce the production of diesel and other middle distillates essential to India’s transport economy.

Such import dependence introduces another layer of vulnerability. American energy transactions are denominated in US dollars, reinforcing dependence upon American financial infrastructure precisely when India has sought to diversify payment mechanisms. New Delhi’s growing interest in local-currency settlement reflects not ideological opposition to the dollar but a desire for redundancy.

The successful Rupee-Dirham framework with the UAE demonstrates how local-currency arrangements can reduce exposure to external financial shocks while facilitating bilateral trade. By contrast, the Rupee-Rouble mechanism revealed the practical difficulties created by large trade imbalances and India’s partially convertible currency. The rupee is fully convertible on the current account (for trade, services and remittances), but it has partial and restricted convertibility on the capital account to prevent sudden massive capital flight during global financial crises and to protect the currency from extreme speculative attacks by foreign entities.

The lesson is not that de-dollarization is imminent, but that financial diversification is becoming an essential component of energy security.

Ultimately, India is attempting to avoid exchanging one structural dependency for another.

Its long-term strategy, therefore, extends beyond diversification toward reducing hydrocarbon dependence altogether.

Electrification of transport, accelerated adoption of electric vehicles, nationwide railway electrification, expanded ethanol blending, compressed biogas, green hydrogen for fertilizer and steel production, large-scale renewable energy deployment, grid-scale storage and expanded nuclear generation all serve a common strategic objective: reducing India’s exposure to external energy coercion.

The same logic underpins India’s search for overseas equity oil, investments in critical minerals, and efforts to develop domestic manufacturing across emerging clean-energy supply chains.

Energy security in the twenty-first century is no longer measured solely by oil wells and tanker routes. It increasingly depends upon batteries, transmission networks, hydrogen technologies, nuclear reactors and secure access to lithium, cobalt, nickel and rare earth elements.

The Iran war has accelerated this transformation. It has demonstrated that energy dependence is not simply an economic vulnerability but a geopolitical one.

For India, the lesson is clear: strategic autonomy ultimately requires energy autonomy. Complete self-sufficiency may remain unattainable for a rapidly growing major economy, but reducing dependence on any single supplier, transport corridor or financial system has become a national security imperative. The conflict has therefore reinforced a doctrine likely to shape Indian strategy for decades to come—one that seeks resilience through diversification today while pursuing genuine energy independence tomorrow.

India’s strategic awakening

The Iran war is set to leave a lasting imprint on India’s strategic thinking long after the guns fall silent.

It represents a critical defining moment, just like the 1991 Indian financial crisis, which was driven by a rapid depletion of foreign exchange reserves and external shocks like the US-led Gulf War and which compelled India to pledge gold to the International Monetary Fund (IMF) and abandon the “license raj” for market liberalization.

Wars often force changes to help plug vulnerabilities. The current conflict in the Persian Gulf has done precisely that for India. It has exposed vulnerabilities that many Indian policymakers understood in theory but had never experienced on such a scale: the fragility of maritime energy lifelines, the limits of multi-alignment during great-power confrontation, the vulnerability of ambitious connectivity projects to geopolitical shocks, and the revolutionary impact of low-cost autonomous weapons on modern warfare.

The most important lesson concerns energy itself. For decades, Indian policymakers viewed energy security largely through the lens of supplier diversification. The assumption was straightforward: purchasing oil from a wider range of countries would reduce strategic vulnerability.

The Iran war has exposed the limitations of that approach. Diversifying suppliers does little if much of the country’s oil and gas imports must still pass through vulnerable maritime chokepoints. A tanker carrying American, Russian or Gulf crude offers little comfort if it cannot safely transit the Strait of Hormuz.

The lesson is that energy security is no longer simply about suppliers. It is about resilience. That requires larger strategic reserves—not only for crude oil but also for natural gas—greater redundancy in shipping routes, stronger naval protection for sea lines of communication, and a faster transition toward domestically produced energy.

India’s long-term energy strategy is, therefore, becoming inseparable from its national security strategy.

The conflict has also exposed the hard limits of multi-alignment. India has spent the past two decades cultivating close relationships simultaneously with Washington, Riyadh, Abu Dhabi, Tel Aviv and Tehran. That strategy worked because those relationships could largely be compartmentalized. The Iran war demonstrates what happens when those compartments collapse.

The US and Israel expect partners to tighten sanctions and isolate Tehran. Iran expects countries benefiting from access to Chabahar and the Strait of Hormuz to remain politically neutral. Gulf monarchies are simultaneously deepening ties with Asia while hedging between Washington and Beijing. In such an environment, maintaining cordial relations with all sides becomes progressively more difficult.

This does not mean India’s policy of strategic autonomy has failed. On the contrary, it makes strategic autonomy even more valuable. But autonomy will increasingly require active diplomacy rather than passive balancing. India can no longer assume that staying equidistant from competing blocs will automatically protect its interests. It will have to become more proactive in crisis diplomacy, regional mediation and coalition-building while preserving freedom of action.

The war also delivers a sobering verdict on infrastructure strategy.

The suspension of the IMEC and INSTC corridors illustrate how quickly geopolitical assumptions can collapse. Multinational corridors crossing politically unstable regions may appear commercially attractive during peacetime but can become financially and strategically untenable almost overnight.

Future connectivity strategies will thus likely place greater emphasis on redundancy rather than efficiency alone. Direct maritime access, diversified shipping routes, protected port investments and multiple transport corridors are likely to receive greater priority than ambitious but politically fragile mega-projects.

Perhaps nowhere are the lessons more striking than on the battlefield. Like the war in Ukraine, the Iran conflict demonstrates that the economics of warfare are changing. Militaries can no longer afford to intercept $20,000 drones with multi-million-dollar missiles. Drone swarms, loitering munitions, precision missiles and electronic warfare increasingly allow relatively inexpensive systems to impose disproportionate costs on technologically superior adversaries.

For India, this is not an argument against acquiring sophisticated aircraft such as the French Rafale. High-end fighters remain indispensable for establishing air superiority, conducting deep precision strikes and deterring peer competitors such as China. But the conflict demonstrates that quality alone is insufficient.

The future lies in integrating crewed aircraft with large numbers of inexpensive autonomous systems capable of saturating enemy air defences, conducting reconnaissance and absorbing attrition before high-value platforms enter contested airspace.

India’s emerging Combat Air Teaming System (CATS), indigenous stealth drones and loyal-wingman concepts point in precisely this direction. Equally important will be mass-producing low-cost interceptors, directed-energy weapons and electronic warfare systems capable of defeating drone swarms without exhausting expensive missile inventories.

The central challenge is no longer simply technological sophistication. It is achieving technological sophistication at industrial scale.

The conflict also exposes another dimension of national resilience that has often received insufficient attention: India’s overseas citizens.

About nine million Indians live and work across the Gulf. Previous crises allowed New Delhi to organize limited evacuation operations. A prolonged regional war would present an entirely different challenge. Airspace closures, damaged infrastructure and maritime disruptions could make evacuating millions of people impossible. Protecting the diaspora therefore requires a shift from emergency evacuation toward pre-crisis planning, civil-defence cooperation with Gulf sheikhdoms, resilient communications networks and stronger domestic mechanisms for absorbing returning workers without severe economic and social disruption.

Taken together, these lessons point toward a broader transformation.

The Iran war demonstrates that twenty-first-century national security can no longer be compartmentalized into separate military, economic, technological and diplomatic domains. Energy policy affects foreign policy. Financial infrastructure influences strategic autonomy. Maritime security shapes economic resilience. Industrial capacity determines military effectiveness. Critical technologies increasingly matter as much as traditional weapons systems.

For India, strategic autonomy is thus acquiring a new meaning. It is no longer simply the freedom to avoid choosing sides in great-power competition. Increasingly, it is the ability to withstand external coercion regardless of where it originates—whether through disrupted energy supplies, sanctions, financial pressure, supply-chain shocks or military intimidation.

The broader significance of the Iran war lies precisely here. The conflict, by exposing India’s vulnerabilities, has helped clarify its strategic priorities. Building larger energy reserves, diversifying supply chains, strengthening maritime power, accelerating indigenous defence production, investing in new military technologies and reducing structural dependence on imported hydrocarbons are no longer separate policy initiatives. They are becoming components of a single national strategy.

The war may ultimately be remembered not only for reshaping the Middle East but also for accelerating India’s evolution from a country managing external crises to one systematically preparing for an era in which geopolitical disruption is no longer the exception but the norm.

The Iran war marks more than a turning point for India or any other important state. It marks the emergence of a new strategic era in which resilience has become the defining currency of national strength. Countries that can secure their energy, protect their supply chains, manufacture critical technologies and withstand economic coercion will enjoy far greater strategic freedom than those that remain dependent on vulnerable external systems.

India has begun to absorb that lesson. Whether it can translate it into policy may prove one of the defining strategic questions of the coming decade.

The world will pay for America’s ‘Suez moment’ for years

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Trump’s show of force has triggered the deepest global disruption in decades

A vessel in the Strait of Hormuz, off the coast of Oman, on April 12. The waterway, once a reliable artery of global commerce, is now a contested chokepoint, with lasting implications for how energy moves and power is exercised. Photo: Reuters
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Brahma Chellaney

Nikkei Asia

The U.S.-Israeli war on Iran lasted just 40 days. Its consequences will last years.

What ended with a fragile ceasefire on April 8 has already become the most economically disruptive war in half a century. Not since the oil shocks of the 1970s has a conflict simultaneously ruptured energy supply, disrupted trade arteries, strained food systems and tightened global financial conditions.

What distinguishes this war is not just its scale, but its breadth: It hit multiple pillars of the global economy at once, and in ways that cannot be quickly reversed.

U.S. President Donald Trump returned to office promising to end “stupid wars.” Instead, he delivered one of the most strategically self-defeating conflicts. While U.S. and Israeli forces degraded Iran’s military capabilities, the war revealed a harsher truth: Overwhelming force cannot compel favorable outcomes against a resilient adversary capable of imposing systemic costs by widening the battlefield beyond its borders. The result was power without resolution.

Like the 1956 Suez Crisis that exposed the limits of British power, this war has prompted a growing question: Did Trump just engineer America’s own Suez moment?

What began on Feb. 28 as a military campaign quickly metastasized into the largest energy-supply disruption in history. Energy infrastructure across Iran and the Gulf was damaged or disabled. Supply routes fractured. And most critically, the Strait of Hormuz became effectively unusable.

Unlike past crises, there was no workaround. Oil and gas output fell sharply. Shipping insurance premiums in the Gulf surged more than fourfold.

Even after the ceasefire, a permanent risk premium has been embedded into global energy markets, as investors and shippers now assume that instability in the Gulf is no longer episodic but enduring.

In effect, Trump became the first leader in modern history to trigger a global energy crisis through direct military action.

For Asia, particularly India, Japan and South Korea, the shock has been severe. Along with China, these economies depended heavily on Gulf energy flows. But while Beijing has accelerated its pivot toward overland pipelines from Russia and Central Asia, Tokyo, Seoul and New Delhi remain structurally exposed, with no viable alternative to vulnerable sea lanes.

Because energy underpins every stage of modern production, the global shock does not stop at fuel. It is already cascading into the world food system.

Modern agriculture runs on energy. Natural gas is essential for fertilizer production; oil powers irrigation, transport and mechanization. When energy systems fracture, food systems follow.

The Gulf is a key supplier of fertilizers such as urea and ammonia. Disruptions sent prices soaring, just as the Northern Hemisphere entered its spring planting season. Reduced fertilizer use is now locked in for the 2026 harvest.

The consequences are unfolding in stages: first an input shock, then a production shortfall, and finally a consumption crisis marked by rising food prices.

By next year, analysts expect significant increases in the cost of grains, vegetable oils and meat. Corn — central to global feed systems — is particularly vulnerable, raising the prospect of a “protein shock.”

altA sign displayed at a Thai gas station announces that diesel fuel has run out. Photo: AP

Government responses are compounding the problem. High oil prices have made biofuels more attractive, prompting countries to divert more crops into fuel production. The result is a self-reinforcing cycle: Higher energy prices tighten food supply, pushing prices even higher.

The war also exposed a rarely acknowledged vulnerability: the Gulf’s heavy dependence on desalination.

After a desalination facility on Iran’s Qeshm island was struck, reprisal attacks on desalination plants in Bahrain, Qatar and the UAE triggered a cascading water-energy crisis. Desalination facilities are highly energy-intensive and indispensable. Damaging them forced governments to divert enormous resources simply to maintain potable water supplies.

In the world’s most freshwater-scarce region, water itself became a weapon of war.

While the war-triggered crisis is global, its burden is not.

In advanced economies, the crisis manifests as inflation and industrial strain. Households face higher costs, while central banks delay rate cuts. But these countries retain buffers.

The Global South does not. Many developing economies rely heavily on imported energy, particularly from the Gulf. Rising prices have ballooned import bills, weakened currencies and increased debt burdens, especially where liabilities are dollar-denominated.

Capital is flowing out of these economies into perceived safe havens, tightening financial conditions further. The result is a vicious cycle: higher costs, weaker currencies and shrinking fiscal space. For some countries, the risks are existential.

Compounding the crisis is a sharp drop in remittances. Millions of workers from developing countries are employed in Gulf economies. War-related disruptions have reduced remittance flows significantly. At the household level, families are losing financial lifelines just as food and energy prices surge. At the national level, governments are losing critical foreign exchange, undermining their ability to stabilize economies.

Globally, what makes this moment especially dangerous is not any single disruption, but their convergence.

Energy systems are fractured. Food systems are under strain. Financial flows are shifting. Trade routes are costlier and more uncertain. The Strait of Hormuz, once a reliable artery of global commerce, is now a contested chokepoint, with lasting implications for how energy moves and power is exercised.

The era of cheap energy, secure transit and frictionless globalization is giving way to something more fragmented, more politicized and more volatile. Even if the ceasefire holds, this will not quickly reverse.

Damaged energy infrastructure will take several years to rebuild. Confidence in Gulf transit has been eroded to the extent that the costs — in terms of prices, insurance and strategy — are now locked into the system.

The irony is stark. A war intended to assert American supremacy has instead imposed global costs that the world will continue to bear even after Trump leaves office.

Global growth will likely remain constrained. Energy markets will stay tight. Food systems will absorb delayed shocks. And U.S. credibility will continue to erode.

The war’s true legacy is not the 40 days it lasted but the systemic crisis it set in motion. And that bill is only beginning to come due.

Brahma Chellaney, a professor of strategic studies at the independent New Delhi-based Centre for Policy Research and fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including “Water: Asia’s New Battleground,” which won the Bernard Schwartz Book Award.

The Iran war has weapon­ized the world’s most vital resource – water

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Children use a water fountain in Tehran in March. Iran does not depend on desalination to the extent the Gulf states do, but different factors contribute to its water scarcity. Photo: Majid Saeedi/Getty Images

Brahma Chellaney, Special to The Globe and Mail

The U.S.-Israeli war on Iran crossed a dangerous threshold that few have yet fully grasped. It was not just one more Middle Eastern conflict defined by missiles, drones, bunker-busting bombs and cyberwarfare. It marked the normalization of something far more insidious: the deliberate targeting of water facilities.

Water itself became a weapon of war in a region already defined by extreme scarcity of the world’s most vital resource

This weaponization was not incidental: it was deliberate, reciprocal and escalating, with implications far beyond the Persian Gulf.

The Middle East is the most water-stressed region in the world, with over 80 per cent of its population living under conditions of extreme scarcity.

Within this region, the Persian Gulf stands out for its acute water scarcity, with per capita renewable freshwater availability falling well below the “absolute” scarcity threshold of 500 cubic meters per year in most countries. Contrast that with between 80,000 and 100,000 cubic meters per capita availability in Canada, which, along with Brazil and Russia, ranks among the richest in freshwater resources

The Gulf Arab countries and Iran’s coastal areas and islands rely heavily on desalination rather than renewable internal water resources, which are less than 100 cubic meters per capita in all the Gulf sheikhdoms other than Oman. 

In such an environment, water infrastructure is not just civilian; it is existential.

What the war revealed was a profound transformation in how such infrastructure is perceived. Desalination plants, water treatment systems and electrical grids that sustain them were no longer treated as protected civilian assets; they became targets.

Early in the conflict, damage to desalination facilities in Kuwait and the UAE was dismissed as collateral — an unfortunate byproduct of strikes on nearby military installations. That illusion did not last. Within days, the logic of retaliation took hold.

On March 7, a desalination plant on Iran’s Qeshm Island was struck, cutting off water to dozens of villages. The very next day, an Iranian drone targeted a desalination facility in Bahrain, disrupting supply to civilian areas.

A taboo had been broken. Water-for-water retaliation had entered the battlefield.

The anatomy of vulnerability

Nowhere is such escalation more dangerous than in the energy-rich Gulf Arab nations. These petro-states are, more precisely, “saltwater kingdoms,” surviving by converting seawater into potable water through desalination.

Yet this highly energy-intensive technological solution, long seen as a triumph of engineering over geography, revealed itself as a strategic weakness in wartime because of the plants’ vulnerability to attack.

In some Gulf states, up to 90 per cent of drinking water comes from desalination. These supplies are produced by a small number of massive, highly visible coastal facilities that are nearly impossible to fully defend

Most states maintain only three to seven days of potable water reserves, although some are now working to expand them. A successful strike on a major plant could leave millions without water in less than a week.

In other words, modern Gulf cities — from Dubaito Doha toRiyadh — are never more than a few days away from a total water blackout.

Iran, for its part, faces a different but equally severe water crisis. It is not dependent on desalination to the same degree, but population and economic growth and resource mismanagement have pushed it into virtual “water bankruptcy,” with consumption exceeding natural replenishment. Aquifers have been depleted, rivers diminished and ecosystems like Lake Urmia nearly disappeared.

Even before recent U.S. and Israeli airstrikes on critical infrastructure compounded these pressures, Iran’s president Masoud Pezeshkian had proposed relocating the capital to a wetter area, warning that Tehran’s deepening water crisis could render the city “uninhabitable.”

The infrastructure asymmetry between the Gulf states and Iran creates a volatile dynamic. The Gulf states are technologically resilient but physically exposed. Iran is structurally fragile but less vulnerable to single-point infrastructural collapse.

War turned these vulnerabilities into targets.

What distinguished this conflict was not simply that water infrastructure was hit, but that it was targeted as part of a deliberate strategy.

The logic is straightforward: modern societies depend on tightly integrated systems — electricity powers water infrastructure, and water sustains public health, industry, agriculture and social stability. Disrupt one node, and the entire system begins to unravel.

The U.S. understands this well. During the 1991 Gulf War, it systematically destroyed Iraq’s electrical grid, disabling water purification systems. The consequences were catastrophic: contaminated water supplies, collapsing hospitals, surging waterborne diseases and rising child mortality.

A subsequent study analyzing declassified U.S. Defense Intelligence Agency (DIA) documents concluded that the destruction of electricity and water-treatment infrastructure effectively functioned as a “biological weapon in slow motion.” One cited DIA document, “Iraq’s Water Treatment Vulnerabilities,” detailed how sanctions combined with electrical-grid destruction would produce “incidences, if not epidemics, of disease.”

In the Iran war, that logic — using electricity and water systems as instruments against civilian populations — was being reapplied.

Threats by U.S. President Donald Trump to destroy Iran’s electricity and desalination plants and broader energy infrastructure underscored how deeply that approach was embedded in thinking. Iran’s response was to mirror that logic in its own retaliatory approach.

Civilian lifelines were recast as instruments of coercion. The result was an emerging doctrine of “hydro-warfare,” one that threatened to intensify an already acute regional water crisis.

There was also an “invisible front” in this hydro-warfare: cyberattacks.

The war began with one of the largest cyberattacks in history, disrupting Iran’s digital infrastructure and crippling the automated systems that manage water distribution. A prolonged near-total internet blackout followed. In response, Iranian-linked cyber groups targeted industrial control systems associated with water and wastewater facilities across the region.

Such attacks aimed not to destroy infrastructure physically, but to manipulate its “digital brain” — to disrupt flow, degrade supply or trigger system-wide failures.

Unlike conventional strikes, cyber operations offer deniability and scalability. They blur the line between war and sabotage, making attribution difficult and escalation harder to control.

But their effects are no less real. A malfunctioning water system can be as devastating as a bombed one.

The collapse of legal restraints

International humanitarian law is unequivocal. The Geneva Conventions, reinforced by Additional Protocol I, explicitly prohibit attacks on objects indispensable to civilian survival — water facilities foremost among them.

Yet the Iran war suggests that these norms are rapidly eroding. Mr. Trump, while mocking international law, threatened to return Iran to the Stone Age and destroy a “whole civilization.”

Each side accused the other of initiating the escalation. Each strike was framed as retaliation. Each violation became justification for the next.

This is how norms collapse, not through formal repudiation, but through gradual normalization.

Had this trajectory continued, the consequences would have extended far beyond this war. The targeting of water infrastructure risked becoming an accepted instrument of statecraft — a precedent waiting to be replicated elsewhere.

In a warming world where water scarcity is intensifying, that is a profoundly destabilizing prospect.

The humanitarian and environmental consequences of hydro-warfare are stark.

Water scarcity unleashes cascading impacts. Hospitals are among the first to fail. Sanitation systems collapse, increasing the risk of disease outbreaks. Industrial sectors, from petrochemicals to data centers, grind to a halt, amplifying economic disruption.

The environmental risks are no less grave. Damage to desalination plants can release toxic chemicals into the Persian Gulf, while disruptions to brine discharge systems can create localized ecological “dead zones.” In a narrow, semi-enclosed body of water already under stress, such contamination could have long-term consequences for marine life — and for the seawater on which desalination depends.

Hydro-warfare also carries profound political implications. In the Gulf monarchies, state legitimacy rests on an implicit social contract: political acquiescence in exchange for stability and provision. Water is central to that bargain. If governments cannot guarantee basic supply — even under the umbrella of U.S. security protection — that contract begins to fray.

Iran appeared acutely aware of this dynamic. By targeting Gulf infrastructure, it sought not only to retaliate against U.S. and Israeli actions, but to drive a wedge between Gulf Arab states, which all host American military bases, and their Western patrons.

In short, the weaponization of water is self-destructive, even for those who imagine they gain short‑term leverage. It degrades the shared ecological foundation on which all communities depend.

Normalizing the unthinkable

What made the Iran war particularly dangerous was the convergence of three forces: deepening water stress, technological dependence and geopolitical confrontation.

Rising temperatures and erratic rainfall are intensifying water scarcity across the Middle East. At the same time, technological solutions like desalination have created new forms of dependency — systems that are efficient, even if costly, but fragile, centralized and exposed. War exploits that fragility.

The Iran conflict demonstrated how quickly these systems can be weaponized — and how difficult they are to restore once broken.

The targeting of water infrastructure marks a profound shift in warfare, extending conflict from the battlefield into the biological core of civilian life. What is at stake is not just the legality of certain tactics, but the survival of a foundational principle: that even in war, some things remain off-limits. That principle is no longer under strain; it is being dismantled.

If water can be weaponized with impunity, the distinction between combatant and civilian collapses. War ceases to be a contest between militaries and becomes an assault on the conditions of life itself.

TheUnited States and Israel may see these tactics as instruments of coercion, and Iran as tools of deterrence and retaliation. But all sides have participated in a dangerous experiment whose consequences will outlast the war.

The Middle East has long been a region defined by the politics of oil. It may now be entering an era shaped by the geopolitics of water. And unlike oil, water has no substitute. It is irreplaceable.

Brahma Chellaney is the author of two award-winning books on water: Water: Asia’s New Battleground and Water, Peace, and War: Confronting the Global Water Crisis.

The war for oil that backfired

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A pump at a filling station in Plano, Texas on March 13. AP Photo/Tony Gutierrez

By Brahma Chellaney, The Hill

When President Trump launched his war on Iran, attention fixed on missiles, drones and the risks of escalation. The real story lay elsewhere: a grandiose and ultimately reckless vision of American “energy dominance” that helped propel Washington into war.

This was not simply a security decision, but an economic and ideological gamble rooted in Trump’s long-held belief that U.S. control over international energy flows would translate into global geopolitical supremacy and arrest America’s relative decline.

In his second term, that belief hardened into doctrine. But in Iran, it collided with reality.

For years, Trump has openly flirted with the idea that the U.S. should “take” or otherwise control the oil resources of states too weak to impose retaliatory costs. That impulse, once dismissed as rhetorical excess, became operational policy under the banner of “energy dominance” — maximize U.S. and allied fossil-fuel output and then wield global supply and pricing as a strategic weapon against adversaries and even friendly states.

By last year, the U.S. had indeed become the world’s largest oil and gas producer, flooding global markets with shale output and liquefied natural gas. This surge created a dangerous illusion in Washington — that America had insulated itself from the geopolitical risks of energy disruption. If the U.S. no longer depended on Middle Eastern oil, the thinking went, it could act militarily in the Persian Gulf without suffering serious economic consequences at home.

That misperception proved decisive. Trump’s advisers argued that any Iranian retaliation — whether through attacks on Gulf infrastructure or disruption of shipping in the Strait of Hormuz — could be offset by U.S. and allied production. Last June’s limited U.S. strikes on Iran had triggered only temporary price spikes, reinforcing the belief that markets could be managed.

Energy dominance, in this reading, was not just an economic strategy; it was a license for geopolitical coercion.

It removed a constraint that had shaped decades of U.S. policy. Where previous presidents hesitated — fearing that war with Iran would send oil prices soaring and damage the global economy — Trump saw an opportunity. If supply could be controlled, then conflict could be contained.

But this logic rested on a profound miscalculation that energy systems are linear, predictable and ultimately subordinate to American power. They are not.

Once the conflict escalated and the Strait of Hormuz was effectively compromised, the consequences rippled far beyond what Washington had anticipated. Prices surged, volatility spiked and the shock spread through every layer of the global economy.

Energy is not just another commodity. It is the foundation of modern economic life. When energy prices rise sharply, food prices follow. Natural gas is essential for fertilizer production, while oil powers agricultural machinery, irrigation and transport. The result is a cascading effect: an energy shock becomes a food shock and, for many societies, a political shock, hitting the most vulnerable countries hardest.

This is the real legacy of Trump’s war: not battlefield outcomes, but systemic disruption.

The energy logic that helped drive the conflict was never confined to Iran. Just eight weeks earlier, the Trump administration had demonstrated its willingness to operationalize resource control in Venezuela, where U.S. military intervention resulted in the capture of President Nicolas Maduro and the installation of a more pliable regime. Vice President JD Vance was explicit about the rationale: control over one of the world’s largest oil reserves.

Iran represented the same logic, scaled up.

Together, Iran and Venezuela account for almost one-third of global proven oil reserves.

The prospect of bringing both into Washington’s strategic orbit would amount to an unprecedented lever over global energy markets, allowing the U.S. not just to influence prices, but to shape the economic trajectories of rivals and partners alike. It is difficult to overstate how radical this vision was.

It marked a return to a resource-centric foreign policy reminiscent of earlier eras, when access to oil routinely drove foreign intervention, regime change and covert operations — from the 1953 CIA-assisted coup in Iran to Cold War-era resource conflicts. The difference today is the scale of ambition: not merely securing supply, but globally dominating it.

Dominance, however, has proven illusory. Far from demonstrating control, the Iran war has exposed the fragility of the global energy system — and the limits of American power within it. With markets interconnected, geopolitical shocks cannot be neatly contained. And even a country as energy-rich as the U.S. remains deeply vulnerable to global systemic shocks.

The irony is stark. A strategy designed to give Washington greater freedom of action has instead produced global constraint — slowing growth, fueling inflation and amplifying financial instability across continents.

If anything, the Iran war underscored the opposite of what its architects intended: that energy interdependence remains a structural reality, not a vulnerability that can be engineered away.

In the end, Trump’s pursuit of energy dominance did not merely enable the war on Iran; it made it conceivable for the first time. By convincing itself that the economic risks of conflict could be managed, the administration crossed a threshold earlier leaders had resisted. What followed was not the calibrated use of American power, but an unleashing of forces far beyond Washington’s control.

The costs mounted swiftly, at home and abroad. The bill was global — paid for one man’s delusion.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

The mother of all mega-dams is China’s hidden weapon in the Himalayas

A fisherman sits next to his boat along the river Brahmaputra in Guwahati, India. AP Photo.

By Brahma Chellaney, The Hill

New disclosures reveal that China’s planned super-dam on the Yarlung Tsangpo — the world’s highest-altitude major river, better known as the Brahmaputra — is not a single structure. Rather, it is a a vast, tunnel-linked hydropower and water-diversion complex, spanning roughly 150 kilometers through the Himalayas.

The project would transform an internationally shared river, originating in water-rich Tibet, into a strategic instrument of state power.

For years, China’s super-dam was discussed as a single, if colossal, piece of infrastructure. That description is now obsolete. What Beijing is constructing on the so-called “Everest of Rivers,” near Tibet’s border with India, is not just the largest dam ever attempted. It is an extensive subterranean network designed to give China effective command over the river before it reaches any downstream country.

A cascade of barrages, reservoirs and power stations — linked by giant tunnels bored through the world’s highest mountain range — will together form a titanic, integrated hydropower system.

It remains unclear whether some of the impounded water will be diverted into what Beijing calls the Great South-North Water Diversion Project. While the eastern and central routes — already operational — transfer water from China’s southern rivers to its arid north, including Beijing, the controversial western line aims to reroute waters from Tibet-originating international rivers that sustain hundreds of millions of people across South and Southeast Asia.

The new project is centered near the Great Bend of the Brahmaputra, where the river makes a dramatic U-turn around a Himalayan peak before plunging toward India. Over a stretch of just 30 miles, the river drops some 6,500 feet — one of the steepest descents of any major river on Earth.

China plans to exploit this extraordinary gradient not with a single concrete wall, but by diverting the river through multiple tunnels, some extending more than 12 miles, to feed a cascade of five power stations. Their combined generating capacity is estimated at over 60 gigawatts — almost three times that of the Three Gorges Dam, currently the world’s largest.

This design fundamentally alters the risk calculus for downstream states. Beijing has described the project as “run-of-the-river,” a term meant to reassure neighboring countries that water storage — and therefore Chinese control — will be limited. But the scale of tunneling and the interlinked reservoirs undermines that claim. Even without massive surface reservoirs, the ability to divert, withhold or abruptly release enormous volumes of water through subterranean channels gives China de facto control over the river’s flow just before it leaves Tibet, which Beijing annexed in 1951.

By occupying Tibet, China effectively redrew the water map of much of Asia. The Tibetan Plateau is the source of ten major river systems that together sustain nearly one-fifth of the world’s population. China’s intensive dam-building and resource extraction across the plateau since the 1990s thus poses a growing risk to Asian water security, ecological stability and regional peace. Control over the headwaters of key transboundary rivers confers immense leverage, turning water into a potential geopolitical tool and raising the specter of environmental disaster and conflict.

Nothing illustrates these dangers more starkly than the current gargantuan project, which officially began in 2025, although evidence suggests preparatory work started much earlier. What is taking shape is, in strategic terms, a hydrological weapon system. It is capable of degrading fragile ecosystems while giving China unprecedented coercive leverage over South Asia — especially India.

There is also a profound seismic gamble. The project lies in one of the world’s most active earthquake zones, where the Indian and Eurasian tectonic plates collide.

Geologists warn of reservoir-triggered seismicity, in which the immense weight of stored water increases stress along fault lines, even if the statistical probability of a major quake remains uncertain. A partial failure, caused by an earthquake or a massive landslide into a reservoir, could unleash a cascading flood racing toward India’s densely populated Assam Valley, with catastrophic consequences for downstream communities, cities and infrastructure.

What makes this project uniquely destabilizing is not only its scale but its opacity. China has released no meaningful technical details, including information on design parameters or water-storage capacity. The project has proceeded without environmental impact assessments open to international scrutiny and without consultation with downstream states that stand to bear the greatest risks.

This is a textbook case of hydrological hegemony: unilateral control over a shared lifeline exercised by an upstream power.

The international response has been strikingly muted. Governments that rightly scrutinize Chinese ports, telecommunications networks and supply chains have largely treated this mega-project as a regional matter rather than a global concern. That is a mistake. Water insecurity is a well-documented accelerator of conflict, forced migration and state fragility. A project capable of degrading ecosystems and affecting tens of millions of people downstream implicates not only Asian stability but the international order itself.

China’s Brahmaputra mega-system should therefore be understood for what it is: an unprecedented experiment in high-altitude engineering, ecological transformation and geopolitical leverage rolled into one. It is a strategic instrument whose consequences will flow far beyond the Himalayas.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

US Myanmar policy is helping China — it must change

Trump’s presidency has been animated by a relentless urge to pry loose the resources of other nations. Yet in a telling contradiction, he has preserved a Biden-era policy of isolating Myanmar—now China’s largest external source of heavy rare earth elements. The result has been perverse but predictable: by constricting alternative supplies, Washington has only deepened Beijing’s near-monopoly over rare-earth supply chains, strengthening the leverage that has repeatedly forced Trump to tread carefully around China

AP Photo

By Brahma Chellaney, The Hill

Myanmar’s generals have begun staging their long-promised national elections — the first since they seized power in 2021. Their aim is not to restore democracy, but to entrench military rule through civilian proxies. Conducted in three stages and devoid of credible opposition, the vote is merely designed to launder the junta’s legitimacy at home and abroad.

For Washington, these sham elections should prompt more than ritual moral condemnation. They highlight how the U.S., by working to isolate Myanmar through stringent sanctions, has forfeited strategic leverage in a resource-rich country where China’s influence is steadily expanding.

In a country of mounting strategic importance,, U.S. policy should aim to shape outcomes, not to remain a bystander as Beijing steadily consolidates its foothold in Myanmar and greedily exploits its resources.

China is the primary beneficiary of Myanmar’s rare-earth minerals and is deeply involved in the extraction of other resources, including jade, natural gas, oil, and timber. Most consequentially, Beijing relies on Myanmar as its largest external source of heavy rare earth elements, using these imports to underpin its dominance over global rare-earth supply chains.

As Beijing increasingly weaponizes its control over rare-earth supplies, President Trump has sought to cut deals with other countries, to loosen China’s chokehold on the American economy. That objective alone should prompt a review of U.S. policy toward Myanmar, largely shaped under former President Joe Biden, of isolating one of the world’s largest suppliers of rare earths. For it only keeps strengthening China’s hand.

The U.S. has lost ground in Myanmar largely because Biden-era policy toward that geopolitically pivotal country followed a well-worn script: sweeping sanctions, diplomatic isolation and “nonlethal” aid for rebel groups fighting the junta. The aim was to coerce the military to relinquish power and restore democratic rule.

As the fifth anniversary of the coup approaches in February, the failure of this policy is unmistakable. The generals remain firmly in control. The humanitarian toll of the internal conflict has mounted, and China has emerged as the main strategic beneficiary.

As the Trump administration charts its foreign-policy course, it should resist the temptation to double down on this failed approach. Instead, it should pursue calibrated, interest-based engagement with Myanmar — a country whose strategic value will only grow amid intensifying U.S.-China rivalry, global supply-chain realignment and the race for critical minerals.

The reality on the ground has shifted in ways that U.S. policymakers often are slow to comprehend. Myanmar’s rebel forces, which made dramatic gains in 2023 and early 2024, are now largely on the defensive. Their reversal owes less to battlefield weakness than to geopolitics. China, alarmed by the prospect of state collapse along its southern periphery, executed a sharp pivot — pressuring rebels (some trained and armed by Beijing itself) into ceasefires and reasserting its role as the ultimate power broker. Beijing’s objective is clear: stability on its own terms.

Yet Washington’s response remains frozen in time. By treating Myanmar solely as a human-rights problem rather than a strategic arena, the U.S. has ceded influence by default. Broad sanctions have weakened Myanmar’s economy but not its rulers, pushing the generals closer to Beijing — even though the country’s fiercely nationalistic military has long harbored deep suspicion of China. Meanwhile, U.S. allies in Asia have opted for pragmatic engagement with the junta to contain instability, refugee flows and illicit cross-border activity.

Engagement need not mean endorsement. The U.S. not only engages with China — the world’s largest, strongest and longest-surviving autocracy — but cooperates with it where interests converge.

The contrast with U.S. policy toward Myanmar’s neighbors is striking. Washington props up or works pragmatically with military-linked governments in Bangladesh and Pakistan, yet pursues a regime-change strategy in Myanmar that fuels proxy warfare and regional spillover. Such inconsistency undermines U.S. credibility and complicates relations with Asian partners that prioritize stability over ideology.

At a time when the U.S. is scrambling to diversify supply chains away from China, why should it exclude itself from Myanmar?

A calibrated strategy would replace blanket isolation with selective pressure and conditional cooperation. Sanctions should target individuals and entities directly responsible for abuses, while easing restrictions that impede humanitarian relief, economic stabilization and diplomatic access. Dialogue — bilateral or via regional intermediaries — would give Washington a seat at the table China currently dominates.

History indicates that sanctions without engagement rarely deliver political breakthroughs. More often, punitive isolation empowers external patrons willing to ignore norms altogether.

Myanmar today is not merely a domestic tragedy; it is a geopolitical battleground. Continued U.S. disengagement leaves China free to shape outcomes, lock in infrastructure corridors, secure mineral access and entrench itself as the indispensable external actor. Strategic space, once lost, will be difficult to recover.

The election will not legitimize Myanmar’s rulers. But it should legitimize a long-overdue rethink in Washington. The Trump administration has an opportunity to reshape policy in a way that advances U.S. interests, constrains China’s influence and reclaims leverage in a country that will matter more and more in the years ahead.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

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