‘The Situation is Dire’: War on Iran Tightens India's Cooking-Gas Availability.
The shockwaves of a war being fought nearly 1,864 miles away are now being felt in India's kitchens.
As military actions on Iran disrupt energy shipments through the key maritime chokepoint, stocks of liquefied petroleum gas (LPG) are dwindling across India, compelling restaurants to reduce offerings, close earlier and in some cases cease operations entirely.
Social media is flooded by video clips showing crowds outside cooking-gas dealers across Indian cities and towns as anxieties over fuel supplies spread. Commercial LPG users appear the hardest struck: the sharpest squeeze is in restaurant kitchens.
"The situation is dire. LPG simply cannot be found," says a representative of the National Restaurant Association of India.
Most food outlets run either on industrial fuel canisters or piped gas, and the shortages are now being felt across the country. "A lot of restaurants have ceased operations - some in northern India, many in the south. People are switching to traditional burners and electric cookers to keep kitchens going."
Localized Effects
In a western metro, accounts say up to a fifth of hotels and restaurants are already completely or partially closed as commercial LPG supplies tighten. In the southern cities of tech and coastal hubs, some restaurants say their fuel reserves have depleted with scarce alternatives. "We can only make coffee and no other dishes - it is extremely difficult. Businesses are going to suffer," says a chain proprietor in Bengaluru.
Restaurant managers are seeking alternatives. "Menus are being curtailed, some are opening only for dinner and opening only for dinner," an industry representative says, adding that stoppages are fluctuating as supplies come and go. "Several establishments in Delhi were shut yesterday - a couple are back in business. It's a fluid situation."
Retailers note a spike in sales of induction stoves, with some saying they are running out of them.
Official Position
Yet, the authorities states there is adequate supply.
India has more than 30 crore household consumers and authorities say cylinders are being redirected to households as conflict-related stress from the war in the Gulf ripple through energy markets.
Approximately a majority of India's LPG is imported, and about the vast majority of those consignments pass through the key maritime route, the narrow Gulf chokepoint now largely blocked by the hostilities.
The petroleum ministry says that it instructed refineries to maximise LPG output for home needs, raising domestic production by about 25%. Non-domestic supply is being prioritised for vital industries such as medical and academic centers, while distribution will be "fair and transparent".
"A degree of anxious stocking and hoarding has been sparked by rumors. The regular refill period for home fuel remains about under three days," says a ministry representative.
Growing Panic
Now the anxiety is moving beyond kitchens. On social media, a widely shared video from Chennai shows a extended procession of motorbikes outside a gas outlet. "Concern is genuine," the description reads.
According to data from market experts, concerns about India's broader energy security may be overstated.
India imports almost all of its oil. Around 50% of its oil purchases - about millions of barrels a day - travel through the passage, largely from regional suppliers.
Even if oil shipments through the Strait of Hormuz are blocked, the deficit could be partly compensated for by higher imports of competitively priced oil from Russia, according to a refinery and oil markets analyst.
Based on maritime intelligence and industry information, increased Russian crude imports could reach around a significant volume of barrels a day, lessening India's effective deficit from exposure to the Strait of Hormuz to about a substantial volume of barrels a day.
"A large quantity of Russian oil barrels are currently in transit at sea in the Indian Ocean and, with only India and China as major buyers, those barrels remain a viable alternative," an analyst noted.
LPG: The Real Vulnerability
The real vulnerability is LPG, commentators observe.
India consumes roughly 1 million barrels a day, but produces only 40-45% domestically, importing the rest - most of it through Hormuz.
Refineries can adjust processes to extract a bit more LPG, but even a moderate increase would only raise domestic supply to about around half of demand, leaving the country significantly leaning on imports.
In short: "Crude supply risk can be moderately reduced through varied suppliers. Refined product supply remains fairly adequate. Kitchen fuel stocks is the critical issue to track in the coming weeks."
What may be intensifying the anxiety on the ground is not just limited availability but uneven distribution - and the familiar spectre of hoarding.
An industry representative alleges price gouging.
"Retailers are exploiting the situation - selling fuel on the black market and selling them at a premium. In one small town, I heard of cylinders being stockpiled and auctioned off."
For now, India's petroleum stocks may be protected by international market dynamics. But in homes across the country, the more immediate question is simple: how to get the next cylinder.