‘The Situation is Dire’: Conflict on Iran Tightens India's Cooking-Gas Availability.
The shockwaves of a war being fought nearly a significant distance away are now being felt in India's homes.
As aerial attacks on Iran impede energy transports through the Strait of Hormuz, stocks of cooking gas are shrinking across India, pushing restaurants to reduce offerings, shorten hours and in some cases close completely.
Social media is filled with video clips showing queues outside cooking-gas dealers across Indian cities and towns as worries over fuel supplies escalate. Restaurant kitchens appear the most affected: the sharpest squeeze is in food service establishments.
"Conditions are critical. LPG simply is unavailable," says a official of the a major restaurant body.
Most food outlets run either on commercial LPG cylinders or direct gas lines, and the shortages are now being experienced across the country. "Numerous restaurants have closed - some in Delhi, many in the southern region. People are adopting traditional burners and electronic appliances to keep their operations going."
Localized Effects
In a western metro, accounts say up to a fifth of hotels and restaurants are already completely or partially closed as cylinder availability tighten. In the southern cities of Bengaluru and Chennai, some restaurants say their fuel reserves have shrunk with minimal reserves. "We can only make coffee and nothing else - it is extremely difficult. Operations will be impacted," says a chain proprietor in Bengaluru.
Restaurant operators are scrambling to adapt. "Menus are being curtailed, some are opening only for dinner and operating solely in the evening," an industry representative says, adding that closures are changing as supplies ebb and flow. "Several establishments in Delhi were shut yesterday - some have resumed operations. It's a changing landscape."
Retailers observe a increase in sales of induction stoves, with some saying they are facing stockouts.
Government Stance
Yet, the officials insists there is no shortage.
India has more than 300 million household consumers and officials say stocks are being reallocated to households as geopolitical strain from the war in the Gulf ripple through energy markets.
Approximately six out of ten of India's LPG is sourced from abroad, and about 90% of those shipments pass through the critical waterway, the strategic bottleneck now effectively closed by the hostilities.
The petroleum ministry says that it directed refineries to increase LPG output for household consumption, enhancing domestic production by about a significant margin. Business-grade fuel is being allocated for vital industries such as hospitals and educational institutions, while distribution will be "equitable and clear".
"Some panic booking and stockpiling has been sparked by rumors. The regular refill period for domestic LPG remains about under three days," says a government spokesperson.
Spreading Anxiety
Now the anxiety is moving beyond kitchens. On online networks, a widely shared video from Chennai shows a long, snaking queue of motorbikes outside a petrol pump. "Concern is genuine," the text reads.
According to data from industry analysts, concerns about India's broader fuel supplies may be premature.
India imports almost all of its oil. Around half of its oil purchases - about millions of barrels a day - travel through the passage, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are blocked, the shortfall could be partly compensated for by higher imports of discounted Russian crude, according to a refinery and oil markets analyst.
Based on maritime intelligence and credible market sources, increased Russian crude imports could reach around a significant volume of barrels a day, narrowing India's effective deficit from exposure to the Strait of Hormuz to about 1.6 million barrels a day.
"A large quantity of Russian oil barrels are currently on the water in the Indian Ocean and, with only two major Asian economies as major buyers, those barrels remain a available backup," an analyst noted.
Kitchen Fuel: The Primary Concern
The real vulnerability is LPG, analysts say.
India consumes roughly one million barrels a day, but produces only a minority share domestically, importing the rest - the vast majority through Hormuz.
Refineries can adjust processes to produce a bit more LPG, but even a limited rise would only raise domestic supply to about around half of demand, leaving the country largely dependent on imports.
In short: "Crude supply risk can be partially mitigated through alternative sourcing. Refined product supply remains largely sufficient. Cooking gas supply is the critical issue to monitor in the coming weeks."
What may be heightening the concern on the ground is not just scarcity but uneven distribution - and the common threat of stockpiling.
An industry representative claims opportunistic profiteering.
"Retailers are misusing the situation - black-marketing cylinders and selling them at a inflated price. In one small town, I heard of cylinders being hoarded and sold to the highest bidder."
For now, India's petroleum stocks may be cushioned by global trade flows. But in kitchens across the country, the more pressing concern is simple: how to get the next refill.