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I Geo-Economics & ChokepointsSouth Asia

Renewing the Ganges water treaty will test India–Bangladesh ties, says ORF

Cochin Port, Vallarpadam Island, Kerala, India (2026)Photo: Rangan Datta Wiki / Wikimedia Commons · CC BY-SA 4.0 · resized · Source
Institution
Observer Research Foundation (ORF)
Author
Sohini Bose
Country · language
India · English
Affiliation
Independent think tank

Summary

Writing on 23 October, Sohini Bose of New Delhi-based ORF points out that the Ganges Water Sharing Treaty, signed by India and Bangladesh in 1996 for 30 years, expires in 2026. The two countries share 54 transboundary rivers. During the lean season, from 11 March to 10 May, the treaty guarantees Bangladesh 35,000 cusecs (cubic feet per second) in 3 alternating 10-day periods. If flow at Farakka falls below 50,000 cusecs, emergency consultations are triggered.

According to the author, India regards Farakka as a diversion structure rather than a dam. New Delhi wants to keep the flexible emergency consultation clause and opposes a fixed minimum guarantee. Bangladesh's government and the BNP want back a "guarantee clause" of the kind in the 1977 agreement, which secured at least 80% of the allocation. Some Bangladeshi experts propose adding Nepal as a 3rd party and a brief 3-year term. The state of Bihar, meanwhile, has asked New Delhi not to finalise the renewal.

Bose argues that the renewal should go beyond water sharing and become a basin agreement covering energy, biodiversity and sediment management. She warns that on both sides every concession risks being read as a political defeat. Talks are expected in December, she writes. Bangladesh's Padma Barrage project and the option of joining the UN Watercourses Convention are counted among its bargaining chips.

Blind spot

The piece offers no hard hydrological data on flow trends, and the roughly 900 embankments said to have been built since Farakka are unverified. It does not discuss the positions of China upstream or of the West Bengal government. The Padma Barrage is presented as an alternative without any figures on its cost or feasibility.

Talay assessment

Bottom line

The expiry of the 30-year treaty in 2026 puts the most sensitive file in India–Bangladesh relations back on the table. The gap between Dhaka's demand for a minimum guarantee and New Delhi's insistence on flexibility, along with Bihar's objection, makes a quick settlement difficult. The most likely path is a brief extension of the current terms, with the real bargaining deferred.

Likely effects

  • Bangladeshi agricultureNegative1–6 months

    Uncertainty over the 35,000-cusec lean-season guarantee raises irrigation and salinity risks in south-western Bangladesh.

  • Regional diplomacyNegative6 months+

    A drawn-out or deadlocked treaty would weigh on Dhaka's relationship with New Delhi and on the files covering the other 54 rivers.

  • Ports and transportUncertain6 months+

    Farakka's flow sustains navigability at the port of Kolkata, and this economic interest underpins India's insistence on flexibility.

Possibilities, ranked

  1. 1
    Temporary extension55%

    The two sides roll over the current terms for a limited period while negotiations on a new framework continue.

    Watch: An extension decision from the renewal talks expected in December

  2. 2
    Deadlock and a vacuum25%

    The treaty lapses, opening a period without a binding arrangement, as between 1985 and 1996.

    Watch: No signed renewal or extension text by the end of 2026

  3. 3
    Basin agreement20%

    The two sides agree on a broader deal that includes a minimum guarantee and basin management.

    Watch: A draft agreement containing a minimum guarantee clause

Probabilities are calibrated judgement based on the sources, not measurement, and are revised as new information arrives. Not investment advice.

Original publication: orfonline.org · 23 October 2026

This page summarises the institution's view and does not reflect the view of Talay Insight. No direct quotation is used.