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Special feature, Super El Niño: How Food Secure is Malaysia?
C. Peter Timmer, Thomas D. Cabot Emeritus Professor of Development Studies, Harvard University

The strongest El Niño in recorded history has formed in the Pacific Ocean. Historically, an El Niño, which contributes to global warming, had relatively little impact on food security in Malaysia (Box 1). Within Southeast Asia the major impacts have been drought in Indonesia, the Philippines, and southern Thailand, but Malaysia’s well-irrigated rice lands tend to produce at normal levels. However, a major impact on Malaysia is through the cost of rice imports because the world rice price almost always rises during significant El Niño episodes. The current ‘Super El Niño’ could well impact Malaysia through pricier rice imports, but the country’s status as a ‘multistaple food system’ should protect it from serious nutritional problems. 

The most intuitive way to measure a multistaple food system is to calculate the ‘starchy staple ratio (SSR)’, the sum total of starchy staples relative to total caloric intake. In 2023, the last year for which data are available from the UN Food Balance Sheet (FBS), the starchy staple ratio for Malaysia was 0.36. It is composed of calories consumed from four starchy staples (rice, 700.5 kcal/cap/day; wheat, 300.4; maize, 51.7; and potatoes, 33.3, for a total of 1,085.9 kcal/cap/day). Average caloric intake by Malaysian consumers in 2023 was 3,000 kcal/cap/day—so the SSR was 0.36.

Starchy staple consumption in Malaysia is characterized by diversity: there are four significant commodities, one of which is completely imported (wheat). In sharp contrast, the SSR in Bangladesh is 0.80, of which 0.77 comes from rice (potatoes are eaten as a vegetable, but still count as a starchy staple). The SSR can also change significantly over time. Bennett’s Law stipulates that the SSR declines with rising income because of an ‘innate desire for diversity in the human diet’ (Bennett, 1954). Indonesia has a food system with many similarities to that of Malaysia. In 1976, the SSR for Indonesia was 0.77. By 2023, the country’s diet had diversified significantly and the SSR was 0.59.

The reality for Malaysia is that four significant starchy staples give its consumers considerable flexibility to change their consumption patterns when food prices change. Although this reality complicates efforts to manage Malaysia’s food economy—especially efforts to keep food prices stable—it does provide considerable resilience to the country’s consumers as they cope with rapidly changing food prices. This resilience will be extremely important as the full brunt of the Super El Niño is felt throughout Southeast Asia. Although Indonesia and the Philippines are usually the hardest hit from typical El Niños, Malaysia will not be spared from this one. Domestic rice production is likely to decline, at least slightly, and additional rice imports will be needed.

The most recent United States Department of Agriculture (USDA) analysis of the world rice market was released on 10 July 2026 (USDA, 2026). The results of most interest to Malaysia are shown in Table 1. The projection for marketing year 2026–27 is quite reassuring. The Philippines imported extra rice last year and expects to maintain its reserves in the coming year. It seems unlikely that there will be significant ‘panicked buying’ even in the face of the severe El Niño that is now underway.

Box 1: El Niños and Climate Change

El Niño is driven by a shift in the winds above the eastern Pacific, which draws a band of warmer-than-average surface water into the ‘Niño 3.4’ region (map not reproduced). The strength of any particular El Niño is measured by how much warmer the water gets. Anything above a 2°C rise over the long-run average is considered strong. Forecasts from most of the world’s modellers for the rest of this year and the first couple of months of 2027 suggest a rise in sea-surface temperatures of more than 2.5°C—and perhaps even 3°C. That would be unprecedented in the 75 years for which scientists have been keeping records (the current record is held by the 1982–83 El Niño, when water temperatures rose 2.5°C). The Economist, 2026.

Box Figure 1 Niño 3.4 region, deviation from average sea-surface temperature*

Note: *Relative Oceanic Niño Index
             +Multimodel median
Source: The Climate Brink, 2026.

Super El Niño and global warming
A climate monster is growing right now in the Pacific Ocean, perhaps the most fearsome El Niño since before scientists even began modelling them. They now know the pattern quite well: A marine heatwave in the Pacific Ocean scrambles global weather and produces, in some places, more intense droughts, in others more intense rainfall and flooding, disruptions to hurricane patterns and monsoon seasons (which can cause widespread crop failures), and much more punishing heat.

The El Niño building right now, and expected to crest around the end of next year, arrives on top of all our global warming. And it appears stupendously intense — almost certainly stronger than the ‘Super’ El Niño of 2015–16, and perhaps the most intense since the epochal El Niño of 1877. The global consequences of that climatic event were so devastating that the environmental historian Mike Davis called them ‘Late Victorian Holocausts’.

But if the Super El Niño will offer a kind of brief preview of future warming, it will also offer a test of how well prepared and adapted the world is to that future. If droughts intensify across parts of Africa, how much worse will the world’s hunger crisis — already twice as bad as 2019, according to the World Food Program — become? Will the likely wildfires in Australia do as much human damage as the Black Summer of 2019–20, which destroyed thousands of homes, killed dozens of people and forced hundreds of others into military evacuations from beaches encircled by flame (not to mention blanketing Sydney in such thick smoke that the ferries couldn’t navigate the harbour and fire alarms in office buildings were routinely triggered by the ambient smoke)?

Another test concerns public response and public opinion. In politics and media, it’s true, climate worries have receded, replaced in headlines by affordability debates, stories about the electricity demands of data centres, and a kind of simplistic energy triumphalism. But public opinion has proved surprisingly resilient, with nearly as many Americans saying they ‘worry a great deal’ about warming as they did at previous peaks in 2017, right after Donald Trump was inaugurated the first time, and 2020, right before the pandemic hit.

Source: Summarized from Wallace-Wells (2026).

Malaysia’s National Agrofood Policy 2021–2030 (NAP 2.0) positions El Niño preparedness within the broader agenda of agro-food climate resilience in addressing extreme weather events, severe drought risks, and climate change adaptation (Department of Agriculture, 2021). NAP 2.0 promotes Smart Agriculture through modernization measures, such as automated and efficient irrigation systems, and encourages controlled environment agriculture, including greenhouses and vertical farming to shelter vegetables and fruits from extreme weather. It also supports R&D for drought-tolerant crop varieties, strengthens domestic production of key food commodities, and improves food supply chains to enhance food security.

Table 1: Rice Marketing Year 2026–27a
Source: USDA (2026, p. 25).
Note: a Because these are USDA projections, it is not possible to include Malaysia, even with access to local data sources.

Further good news was reported on 16 July 2026 by the Asia Society (Donnellon-May, 2026; see Annex 1). China had a record-breaking grain harvest this summer, over 150 million metric tons. This remarkable result was achieved without expanding grain area harvested, instead relying on improved grain genetics and heavy application of fertilizer. Water control was a problem because of both floods and drought, but farmers responded in a timely fashion to the challenges. Thus, China is now well placed to cope with challenges from the Super El Niño now impacting all of Asia.

Despite these positive external developments, Malaysia needs to manage its food economy carefully. As noted, this is a complex task in view of the multistaple food economy that feeds the population. But the very complexity also provides considerable resilience to local food supply chains. Ordinary Malaysians have come to expect that these supply chains will work smoothly, without serious disruptions from the global food economy. Fortunately, the regional rice economy seems likely to make that feasible, even in the face of the Super El Niño.
Annex 1: China's Summer Grain Harvest Surpasses 150 Million Tons for the First Time
What happened: China's summer grain harvest surpassed 150.7 million tons (301.49 billion jin) for the first time, the National Bureau of Statistics announced on 10 July. The milestone reflects China’s broader push to increase crop yields rather than expand cultivated acreage. China feeds roughly 20% of the world’s population with just 9% of its arable land and 6% of its freshwater resources, making higher yields a key pathway for increasing production. This priority was formalized in the Ministry of Agriculture and Rural Affairs’ National Action Plan for Raising Yields of Major Grain and Oil Crops on a Large Scale (2023–2030). The national average yield reached 5.7 metric tons per hectare, equivalent to 378.8 kilograms per mu, up 0.8% from a year earlier, despite adverse conditions that included widespread delayed planting and heavy rainfall in some producing regions.

Why it matters: Food security has long been a top priority for Beijing and even more so under Xi Jinping. This milestone aligns with the 15th Five-Year Plan for Agricultural and Rural Modernization (2026–2030), which aims to raise China’s grain production capacity to 725 million metric tons by 2030. The record harvest comes after Xi issued disaster-relief instructions in response to severe weather across several regions, including major grain-producing provinces, even as China works to fulfil its commitment to purchase at least 25 million metric tons of U.S. soybeans annually through 2028. Beijing is seeking to maximize domestic production, manage climate-related risks, and honour bilateral trade commitments at the same time, underscoring how China’s food security strategy operates across multiple tracks.

Source: Donnellon-May (2026).
References

Ali, D. H. A. 2024. ‘Food Security in Malaysia: An Empirical Analysis of Macroeconomic Determinants.’ International Journal of Academic Research in Economics and Management Sciences, 13(3): 176–187. https://doi.org/10.6007/IJAREMS/v13-i3/22076

Bennett, M. 1954. The World's Food. New York: Harper.

Department of Agriculture. 2021. National Agrofood Policy 2021–2030 (NAP 2.0): Point of View of the National Agrofood Crop Subsector. Putrajaya: Ministry of Agriculture and Food Industries.

Donnellon-May, G. 2026. ‘China's Summer Grain Harvest Surpasses 150 Million Tons for the First Time.’ Center for China Analysis, Asia Society Policy Institute, New York.

The Climate Brink. 2026. ‘Relative Oceanic Niño Index and multimodel median for Niño 3.4 region.’ The Climate Brink. Available at: https://theclimatebrink.substack.com

The Economist. 20 June 2026, pp. 68–69. ‘Boy Problems: The coming el Niño could be the strongest ever recorded.’

_______ 27 June 2026, pp. 70–71. ‘Another Sweltering Summer: Why Europe is the world’s fastest-warming continent.’

United States Department of Agriculture [USDA]. 2026. World Agricultural Supply and Demand Estimates (WASDE). July. Washington, DC: USDA. Available at: https://www.usda.gov/oce/commodity/wasde/wasde0726.pdf

Wallace-Wells, D. 2026. ‘We’re about to find out how prepared we are for climate change.’ The New York Times, 6 May. Available at: https://www.nytimes.com/2026/05/06/climate/we-are-prepared-climate-change.html

Zhong, R. 2026. ‘A Strong El Niño May Be Coming. Global Warming Is Changing Its Effects’, The New York Times, 4 May. Graphics by Harry Stevens. Available at: https://www.nytimes.com/2026/05/04/climate/el-nino-global-warming.html.

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