‘A Critical Scenario’: Conflict on Iran Constricts India's Cooking-Gas Availability.
The repercussions of a war being fought nearly 1,864 miles away are now reaching India's kitchens.
As aerial attacks on Iran impede energy shipments through the Strait of Hormuz, supplies of liquefied petroleum gas (LPG) are shrinking across India, pushing restaurants to reduce offerings, shorten hours and in some cases shut down altogether.
Social media is filled with video clips showing crowds outside fuel suppliers across Indian metros and localities as concerns over fuel supplies spread. Businesses appear the hardest struck: the most severe shortage is in restaurant kitchens.
"The state of affairs is alarming. LPG simply cannot be found," says a official of the a major restaurant body.
Most restaurants run either on commercial LPG cylinders or piped gas, and the shortages are now being felt across the country. "Many restaurants have ceased operations - some in Delhi, many in the southern region. People are turning to coal and wood and electronic appliances to keep food preparation going."
City-Specific Fallout
In a western metro, accounts say up to a 20% of hospitality businesses are already completely or partially closed as cylinder availability dry up. In the southern cities of tech and coastal hubs, some eateries say their cylinder inventory have depleted with minimal reserves. "Coffee is the sole item we can prepare and no food items - it is truly dismal. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant managers are scrambling to adapt. "Offering lists are shrinking, some are opening only for dinner and operating solely in the evening," an industry representative says, adding that shutdowns are varying as supplies wax and wane. "Three restaurants in Delhi were shut yesterday - some have resumed operations. It's a changing landscape."
Retailers report a surge in sales of electronic cooking appliances, with some saying they are facing stockouts.
Government Stance
Yet, the government states there is sufficient stock.
India has more than 30 crore household consumers and authorities say supplies are being redirected to households as geopolitical strain from the Middle East conflict ripple through energy markets.
About 60% of India's LPG is imported, and about 90% of those imports pass through the key maritime route, the vital passage now largely blocked by the hostilities.
The petroleum ministry says that it ordered refineries to boost LPG output for household consumption, enhancing domestic production by about a significant margin. Non-domestic supply is being reserved for critical services such as healthcare and education, while distribution will be "equitable and clear".
"Some panic booking and hoarding has been triggered by false reports. The standard supply timeline for home fuel remains about under three days," says a ministry representative.
Growing Panic
Now the anxiety is moving beyond kitchens. On online networks, a widely shared video from Chennai shows a lengthy, winding line of motorbikes outside a fuel station. "Anxiety is palpable," the caption reads.
According to analysis from industry analysts, concerns about India's broader energy security may be premature.
India imports almost all of its oil. Around a significant portion of its oil purchases - about millions of barrels a day - travel through the waterway, largely from regional suppliers.
Even if crude flows through the Strait of Hormuz are hindered, the shortfall could be partly made up by higher imports of discounted Russian crude, according to a refinery and oil markets analyst.
Based on maritime intelligence and expert analysis, incremental 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.
"Tens of millions of Russian oil barrels are currently floating on ships in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a available backup," an analyst noted.
Kitchen Fuel: The Primary Concern
The primary concern is cooking gas, analysts say.
India consumes roughly a million barrels a day, but produces only 40-45% domestically, importing the rest - 80–90% through Hormuz.
Refineries can modify output to extract a bit more LPG, but even a limited rise would only increase domestic supply to about 47-50% of demand, leaving the country heavily reliant on imports.
In short: "Petroleum shortage concerns can be moderately reduced through alternative sourcing. Fuel availability remains largely sufficient. Cooking gas supply is the critical issue to track in the coming weeks."
What may be worsening the concern on the ground is not just limited availability but uneven distribution - and the usual problem of stockpiling.
An industry representative claims opportunistic profiteering.
"Suppliers are taking advantage of the situation - selling fuel on the black market and selling them at a inflated price. 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 global trade flows. But in kitchens across the country, the more urgent issue is simple: how to get the next gas canister.