‘A Critical Scenario’: Hostilities on Iran Squeezes India's Cooking-Gas Availability.
The shockwaves of a war being fought nearly a significant distance away are now impacting India's kitchens.
As US-Israeli strikes on Iran hinder energy shipments through the key maritime chokepoint, availability of liquefied petroleum gas (LPG) are tightening across India, pushing 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 urban and rural areas as anxieties over fuel supplies spread. Businesses appear the worst hit: the sharpest squeeze is in food service establishments.
"Conditions are critical. Kitchen fuel simply isn't available," says a official of the an industry group.
Most restaurants run either on business-grade gas tanks or pipeline-supplied fuel, and the scarcities are now being noticed across the country. "Many restaurants have shut down - some in northern India, many in the southern region. People are switching to solid fuels and electric cookers to keep kitchens going."
Localized Effects
In a western metro, media reports say up to a significant portion of eateries are already operating at reduced capacity as cylinder availability dry up. In the southern cities of Bangalore and Madras, some restaurants say their gas stocks have shrunk with scarce alternatives. "Coffee is the sole item we can prepare and no food items - it is truly dismal. Operations will be impacted," says a chain proprietor in Bengaluru.
Restaurant owners are rushing to adjust. "Food options are being cut, some are skipping midday meals and opening only for dinner," an industry representative says, adding that closures are changing as supplies come and go. "Three restaurants in Delhi were shut yesterday - some have resumed operations. It's a dynamic scenario."
Retailers observe a surge in sales of induction stoves, with some saying they are facing stockouts.
Authority's View
Yet, the officials insists there is adequate supply.
India has more than a vast number of home fuel subscribers and officials say supplies are being prioritized to households as tensions from the Middle East conflict impact energy markets.
About 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 significantly disrupted by the conflict.
The petroleum ministry says that it ordered refineries to boost LPG output for household consumption, raising domestic production by about 25%. Business-grade fuel is being reserved for vital industries such as healthcare and education, while distribution will be "fair and transparent".
"Some panic booking and hoarding has been caused by misinformation. The normal delivery cycle for domestic LPG remains about 60 hours," says a ministry representative.
Growing Panic
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. "The panic is real," the text reads.
According to data from energy specialists, concerns about India's broader energy security may be overstated.
India imports the overwhelming majority of its crude oil. Around 50% of its crude oil imports - about 2.5 to 2.7 million barrels a day - travel through the passage, largely from regional suppliers.
Even if oil shipments through the Strait of Hormuz are disrupted, the gap could be partly made up by higher imports of Russian petroleum, according to a refinery and oil markets analyst.
Based on shipping data and expert analysis, additional Russian crude imports could reach around 1-1.2 million barrels a day, reducing India's effective shortfall from exposure to the Strait of Hormuz to about a substantial volume of barrels a day.
"Tens of millions of Russian oil barrels are currently floating on ships in the Indian Ocean and, with only two major Asian economies as major buyers, those barrels remain a viable alternative," an analyst noted.
Kitchen Fuel: The Primary Concern
The real vulnerability is LPG, commentators observe.
India consumes roughly 1 million barrels a day, but produces only a minority share domestically, importing the rest - most of it through the chokepoint.
Refineries can adjust processes to extract a bit more LPG, but even a 10-20% boost would only raise domestic supply to about 47-50% of demand, leaving the country heavily reliant on imports.
In short: "Crude supply risk can be moderately reduced through varied suppliers. Fuel availability remains fairly adequate. 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 common threat of stockpiling.
An industry representative alleges price gouging.
"Retailers are exploiting the situation - black-marketing cylinders and selling them at a inflated price. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's oil supplies may be buffered by international market dynamics. But in homes across the country, the more pressing concern is simple: how to get the next refill.