‘The Situation is Dire’: War on Iran Squeezes India's Kitchen Fuel Supplies.
The ripple effects of a conflict being fought nearly 3,000km away are now impacting India's households.
As aerial attacks on Iran hinder energy deliveries through the Strait of Hormuz, availability of cooking gas are dwindling across India, forcing restaurants to reduce offerings, shorten hours and in some cases cease operations entirely.
Social media is filled with video clips showing queues outside LPG distributors across Indian cities and towns as anxieties over fuel supplies spread. Businesses appear the most affected: the most severe shortage is in restaurant kitchens.
"The situation is dire. Cooking gas simply isn't available," says a official of the a major restaurant body.
Most eateries run either on business-grade gas tanks or direct gas lines, and the lack of supply are now being felt across the country. "Many restaurants have closed - some in the capital, many in the southern states. People are adopting solid fuels and induction stoves to keep food preparation going."
Regional Impact
In a western metro, media reports say up to a 20% of hotels and restaurants are already fully or partly shut as commercial LPG supplies dry up. In the southern cities of Bengaluru and Chennai, some establishments say their gas stocks have depleted with little backup. "Our menu is reduced to coffee and nothing else - it is truly dismal. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant operators are scrambling to adapt. "Offering lists are shrinking, some are opening only for dinner and opening only for dinner," an industry representative says, adding that closures are changing as supplies come and go. "A number of eateries in Delhi were shut yesterday - some have resumed operations. It's a dynamic scenario."
Retailers note a increase in sales of induction stoves, with some saying they are facing stockouts.
Official Position
Yet, the officials insists there is adequate supply.
India has more than 30 crore home fuel subscribers and authorities say cylinders are being reallocated to households as geopolitical strain from the Middle East conflict impact energy markets.
About 60% of India's LPG is imported, and about the vast majority of those shipments pass through the critical waterway, the narrow Gulf chokepoint now significantly disrupted by the hostilities.
The relevant department says that it instructed refineries to maximise LPG output for home needs, enhancing domestic production by about a significant margin. Business-grade fuel is being reserved for critical services such as hospitals and educational institutions, while distribution will be "fair and transparent".
"A degree of anxious stocking and stockpiling has been triggered by false reports. The regular refill period for home fuel remains about two-and-a-half days," says a ministry representative.
Widening Concern
Now the concern is moving beyond kitchens. On online networks, a widely shared video from Chennai shows a long, snaking queue of two-wheelers outside a fuel station. "Anxiety is palpable," the caption reads.
According to reports from industry analysts, concerns about India's broader energy security may be exaggerated.
India imports 90% of its oil. Around a significant portion of its crude oil imports - about millions of barrels a day - travel through the passage, largely from regional suppliers.
Even if petroleum transit through the Strait of Hormuz are hindered, the gap could be partly made up by higher imports of Russian petroleum, according to a industry commentator.
Based on maritime intelligence and credible market sources, incremental 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 1.6 million barrels a day.
"Tens of millions 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 available backup," an analyst noted.
LPG: The Real Vulnerability
The real vulnerability is LPG, commentators observe.
India consumes roughly one million barrels a day, but produces only a minority share domestically, importing the rest - most of it through the Strait.
Refineries can tweak operations to squeeze out a bit more LPG, but even a 10-20% boost would only raise domestic supply to about around half of demand, leaving the country significantly leaning on imports.
In short: "Oil import vulnerability can be partially mitigated through alternative sourcing. Fuel availability remains largely sufficient. LPG availability is the critical issue to watch in the coming weeks."
What may be worsening the panic on the ground is not just tight supply but erratic supply chains - and the common threat of panic buying.
An industry representative claims opportunistic profiteering.
"Distributors are exploiting the situation - black-marketing cylinders and selling them at a high cost. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's energy imports may be protected by global trade flows. But in restaurants across the country, the more urgent issue is simple: how to get the next refill.