Special Report

The Water Crisis No One Is Talking About

Across the American Southwest, aquifers are collapsing faster than scientists predicted. This three-part investigation follows the money, the politics, and the families caught in between.

Published March 28, 2025

The well ran dry on a Tuesday. Maria Gutierrez turned the kitchen faucet and heard a sputter, then a groan, then nothing. She'd been warned it might happen — the water table beneath her rural Arizona community had been dropping for years — but warnings are abstractions until your children can't take a bath.

Across the American Southwest, scenes like this are becoming routine. Aquifers that took millennia to fill are being drained in decades, victims of industrial agriculture, population growth, and a regulatory framework that treats groundwater as an infinite resource.

A dry monitoring well in the desert
A monitoring well in Cochise County, Arizona shows water levels 40 feet below the historical average.

Part One: The Invisible Collapse

Hydrologists call it "land subsidence" — when the ground itself sinks as water is pumped from beneath it. In parts of the San Joaquin Valley in California, the land has dropped by nearly 30 feet since the 1920s. In Arizona's Pinal County, fissures hundreds of feet long have opened in the earth, damaging roads and irrigation canals.

The U.S. Geological Survey estimates that aquifer depletion costs the American economy $5.3 billion annually in structural damage alone. But the true cost is harder to quantify: communities losing their only water source, farms going fallow, ecosystems collapsing.

We're borrowing water from our grandchildren and we have no plan to pay it back.

Dr. Sarah Chen, hydrologist at the University of Arizona

Part Two: Follow the Money

In 2019, a Saudi-owned agricultural company, Fondomonte, was granted a lease to pump unlimited groundwater from public land near the small town of Butler Valley, Arizona — at no cost beyond the lease fee. The company grew alfalfa destined for cattle feed in the Middle East, using an estimated 3,000 acre-feet of water per year.

The arrangement drew outrage from local residents whose own wells were going dry. "They're draining our water to grow food for another country's livestock," said county supervisor Holly Irwin. "And there's no law that says they can't."

Arizona is one of several western states with no comprehensive groundwater regulation outside of designated management areas. This patchwork approach has created what experts call a "race to the bottom" — literally — as users compete to drill deeper wells.

Watch: 'Running Dry' — a 12-minute documentary companion to this report

Part Three: What Comes Next

Solutions exist, but they require political courage that has been in short supply. Managed aquifer recharge, where surface water is deliberately directed underground during wet years, has shown promise in California and Texas. Water markets that put a price on groundwater usage can incentivize conservation. And simple regulatory measures — metering wells, capping withdrawals — work when they're actually enforced.

For Maria Gutierrez, these policy discussions feel distant. She now drives 30 miles to fill water containers at a relative's house. Her children think of running water as something other people have. "I grew up here," she says, looking out at the cracked earth where her garden used to be. "I never thought I'd be a water refugee in my own backyard."