‘The Situation is Dire’: War on Iran Tightens India's Cooking-Gas Availability.
The ripple effects of a conflict being fought nearly 1,864 miles away are now being felt in India's households.
As military actions on Iran hinder energy transports through the Strait of Hormuz, stocks of cooking gas are shrinking across India, forcing restaurants to reduce offerings, shorten hours and in some cases shut down altogether.
Social media is flooded by video clips showing queues outside LPG distributors across Indian metros and localities as anxieties over fuel supplies grow. Commercial LPG users appear the hardest struck: the sharpest squeeze is in commercial eateries.
"The state of affairs is alarming. Kitchen fuel simply cannot be found," says a representative of the National Restaurant Association of India.
Most food outlets run either on business-grade gas tanks or pipeline-supplied fuel, and the scarcities are now being felt across the country. "Numerous restaurants have closed - some in Delhi, many in the south. People are switching to traditional burners and electric cookers to keep kitchens going."
Localized Effects
In a financial hub, media reports say up to a 20% of hospitality businesses are already fully or partly shut as cylinder availability dry up. In the southern cities of Bangalore and Madras, some establishments say their cylinder inventory have dwindled with minimal reserves. "We can only make coffee and no food items - it is extremely difficult. Operations will be impacted," says a business operator in Bengaluru.
Restaurant owners are scrambling to adapt. "Offering lists are shrinking, some are cutting lunch service and operating solely in the evening," an industry representative says, adding that closures are changing as supplies ebb and flow. "Three restaurants in Delhi were shut yesterday - some have resumed operations. It's a dynamic scenario."
Retailers note a increase in sales of electric cookers, with some saying they are facing stockouts.
Authority's View
Yet, the officials states there is sufficient stock.
India has more than a vast number of domestic LPG users and officials say cylinders are being prioritized to households as conflict-related stress from the war in the Gulf impact energy markets.
Roughly a majority of India's LPG is sourced from abroad, and about 90% of those imports pass through the critical waterway, the narrow Gulf chokepoint now significantly disrupted by the conflict.
The petroleum ministry says that it directed refineries to increase LPG output for home needs, raising domestic production by about 25%. Commercial stock is being allocated for vital industries such as medical and academic centers, while distribution will be "equitable and clear".
"Unnecessary hoarding and hoarding has been triggered by rumors. The regular refill period for home fuel remains about 60 hours," says a government spokesperson.
Growing Panic
Now the anxiety is extending beyond kitchens. On online networks, a widely shared video from Chennai shows a extended procession of motorbikes outside a petrol pump. "Concern is genuine," the text reads.
According to analysis from energy specialists, concerns about India's broader energy security may be premature.
India imports 90% of its oil. Around a significant portion of its petroleum shipments - about 2.5-2.7 million barrels a day - travel through the strait, largely from Gulf countries.
Even if petroleum transit through the Strait of Hormuz are blocked, the gap could be partly offset by higher imports of competitively priced oil from Russia, according to a industry commentator.
Based on maritime intelligence and credible market sources, additional Russian crude imports could reach around 1-1.2 million barrels a day, reducing India's effective deficit from exposure to the Strait of Hormuz to about a substantial volume of barrels a day.
"Around 25-30 million Russian oil barrels are currently in transit at sea in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a viable alternative," an analyst noted.
Kitchen Fuel: The Primary Concern
The real vulnerability is kitchen fuel, experts note.
India consumes roughly one million barrels a day, but produces only 40-45% domestically, importing the rest - most of it through Hormuz.
Refineries can tweak operations to squeeze out a bit more LPG, but even a moderate increase would only lift domestic supply to about 47-50% of demand, leaving the country largely dependent on imports.
In short: "Crude supply risk can be somewhat alleviated through diversification. Processed petroleum stocks remains largely sufficient. Cooking gas supply is the key factor to monitor in the coming weeks."
What may be heightening the anxiety on the ground is not just scarcity but patchy deliveries - and the familiar spectre of hoarding.
An industry representative states exploitative practices.
"Suppliers are exploiting the situation - black-marketing cylinders and selling them at a inflated price. In one small town, I heard of cylinders being hoarded and auctioned off."
For now, India's energy imports may be protected by worldwide shipping. But in kitchens across the country, the more pressing concern is simple: how to get the next cylinder.