‘A Critical Scenario’: War on Iran Constricts India's Cooking-Gas Availability.
The repercussions of a military engagement being fought nearly 1,864 miles away are now being felt in India's homes.
As US-Israeli strikes on Iran hinder energy deliveries through the Strait of Hormuz, availability of liquefied petroleum gas (LPG) are shrinking across India, pushing restaurants to reduce offerings, close earlier and in some cases close completely.
Social media is filled with video clips showing queues outside cooking-gas dealers across Indian cities and towns as worries over fuel supplies escalate. Commercial LPG users appear the most affected: the sharpest squeeze is in restaurant kitchens.
"The situation is dire. Kitchen fuel simply is unavailable," says a spokesperson of the National Restaurant Association of India.
Most food outlets run either on commercial LPG cylinders or piped gas, and the scarcities are now being felt across the country. "Many restaurants have ceased operations - some in the capital, many in the southern region. People are adopting coal and wood and induction stoves to keep food preparation going."
Regional Impact
In a financial hub, media reports say up to a significant portion of hospitality businesses are already fully or partly shut as business fuel stocks dwindle. In the southern cities of Bangalore and Madras, some establishments say their gas stocks have depleted with scarce alternatives. "Our menu is reduced to coffee and no other dishes - it is truly dismal. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant owners are scrambling to adapt. "Food options are being cut, some are skipping midday meals and opening only for dinner," an industry representative says, adding that stoppages are varying as supplies ebb and flow. "Three restaurants in Delhi were shut yesterday - two have already reopened. It's a fluid situation."
Retailers report a spike in sales of electric cookers, with some saying they are running out of them.
Authority's View
Yet, the officials maintains there is adequate supply.
India has more than 30 crore domestic LPG users and authorities say stocks are being reallocated to households as conflict-related stress from the war in the Gulf ripple through energy markets.
Roughly six out of ten of India's LPG is imported, and about the vast majority of those shipments pass through the Strait of Hormuz, the strategic bottleneck now effectively closed by the hostilities.
The relevant department says that it ordered refineries to increase LPG output for home needs, lifting domestic production by about a significant margin. Business-grade fuel is being prioritised for vital industries such as medical and academic centers, while distribution will be "equitable and clear".
"Unnecessary hoarding and stockpiling has been caused by false reports. The standard supply timeline for home fuel remains about under three days," says a government spokesperson.
Growing Panic
Now the concern is spreading beyond kitchens. On digital platforms, a widely shared video from Chennai shows a extended procession of motorbikes outside a gas outlet. "Anxiety is palpable," the description reads.
According to data from industry analysts, concerns about India's broader fuel supplies may be overstated.
India imports the overwhelming majority of its crude oil. Around 50% of its oil purchases - about millions of barrels a day - travel through the strait, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are hindered, the shortfall could be partly offset by higher imports of discounted Russian crude, according to a industry commentator.
Based on maritime intelligence and expert analysis, additional Russian crude imports could reach around 1-1.2 million barrels a day, narrowing India's effective gap from exposure to the Strait of Hormuz to about 1.6 million barrels a day.
"Tens of millions of Russian oil barrels are currently on the water in the Indian Ocean and, with only India and China as major buyers, those barrels remain a ready fallback," an analyst noted.
Cooking Gas: The Critical Weakness
The real vulnerability is cooking gas, analysts say.
India consumes roughly 1 million barrels a day, but produces only less than half domestically, importing the rest - the vast majority through Hormuz.
Refineries can modify output to extract a bit more LPG, but even a moderate increase would only lift domestic supply to about under half of demand, leaving the country heavily reliant on imports.
In short: "Crude supply risk can be somewhat alleviated through varied suppliers. Processed petroleum stocks remains relatively comfortable. Kitchen fuel stocks is the critical issue to track in the coming weeks."
What may be worsening the panic on the ground is not just limited availability but erratic supply chains - and the usual problem of stockpiling.
An industry representative states price gouging.
"Retailers are misusing the situation - black-marketing cylinders 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 worldwide shipping. But in restaurants across the country, the more urgent issue is simple: how to get the next gas canister.