‘The Situation is Dire’: Conflict on Iran Squeezes India's Cooking-Gas Availability.
The shockwaves of a military engagement being fought nearly a significant distance away are now reaching India's homes.
As aerial attacks on Iran hinder energy transports through the vital shipping lane, stocks of liquefied petroleum gas (LPG) are dwindling across India, forcing restaurants to shorten food lists, shorten hours and in some cases close completely.
Social media is awash with video clips showing lines outside fuel suppliers across Indian cities and towns as concerns over fuel supplies escalate. Commercial LPG users appear the most affected: the most severe shortage is in restaurant kitchens.
"Conditions are critical. LPG simply isn't available," says a official of the a major restaurant body.
Most restaurants run either on business-grade gas tanks or pipeline-supplied fuel, and the shortages are now being noticed across the country. "A lot of restaurants have closed - some in northern India, many in the south. People are turning to solid fuels and electronic appliances to keep their operations going."
City-Specific Fallout
In a financial hub, local news say up to a significant portion of hospitality businesses are already completely or partially closed as business fuel stocks tighten. In the southern cities of tech and coastal hubs, some eateries say their gas stocks have shrunk with minimal reserves. "Coffee is the sole item we can prepare and nothing else - it is extremely difficult. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant managers are rushing to adjust. "Menus are being curtailed, some are skipping midday meals and operating solely in the evening," an industry representative says, adding that stoppages are fluctuating as supplies ebb and flow. "A number of eateries in Delhi were shut yesterday - a couple are back in business. It's a fluid situation."
Retailers note a surge in sales of electric cookers, with some saying they are selling out quickly.
Government Stance
Yet, the government states there is sufficient stock.
India has more than 30 crore home fuel subscribers and authorities say supplies are being redirected to households as conflict-related stress from the Middle East conflict ripple through energy markets.
Roughly 60% of India's LPG is brought in from overseas, and about the vast majority of those shipments pass through the critical waterway, the narrow Gulf chokepoint now largely blocked by the hostilities.
The petroleum ministry says that it instructed refineries to boost LPG output for home needs, enhancing domestic production by about 25%. Non-domestic supply is being prioritised for essential sectors such as medical and academic centers, while distribution will be "fair and transparent".
"Unnecessary hoarding and stockpiling has been triggered by false reports. The regular refill period for home fuel remains about under three days," says a senior official.
Widening Concern
Now the worry is moving beyond kitchens. On digital platforms, a widely shared video from Chennai shows a extended procession of motorbikes outside a gas outlet. "Concern is genuine," the caption reads.
According to reports from energy specialists, concerns about India's broader petroleum stocks may be premature.
India imports almost all of its petroleum. Around 50% of its oil purchases - about 2.5-2.7 million barrels a day - travel through the waterway, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are blocked, the shortfall could be partly made up by higher imports of competitively priced oil from Russia, according to a industry commentator.
Based on vessel tracking and industry information, 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 in transit at sea in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a ready fallback," an analyst noted.
Kitchen Fuel: The Primary Concern
The primary concern is cooking gas, experts note.
India consumes roughly 1 million barrels a day, but produces only less than half domestically, importing the rest - most of it through the chokepoint.
Refineries can modify output to squeeze out a bit more LPG, but even a moderate increase would only increase domestic supply to about under half of demand, leaving the country largely dependent on imports.
In short: "Oil import vulnerability can be partially mitigated through alternative sourcing. Fuel availability remains relatively comfortable. LPG availability is the critical issue to monitor in the coming weeks."
What may be worsening the concern on the ground is not just scarcity but patchy deliveries - and the usual problem of stockpiling.
An industry representative claims exploitative practices.
"Retailers are taking advantage of the situation - selling fuel on the black market and selling them at a premium. In one small town, I heard of cylinders being hoarded and sold at a premium."
For now, India's oil supplies may be protected by international market dynamics. But in restaurants across the country, the more urgent issue is simple: how to get the next refill.