‘A Critical Scenario’: Conflict on Iran Constricts India's Cooking-Gas Availability.
The repercussions of a war being fought nearly a significant distance away are now reaching India's kitchens.
As aerial attacks on Iran impede energy transports through the Strait of Hormuz, stocks of cooking gas are tightening across India, forcing restaurants to reduce offerings, close earlier and in some cases cease operations entirely.
Social media is filled with video clips showing queues outside fuel suppliers across Indian cities and towns as worries over fuel supplies grow. Commercial LPG users appear the hardest struck: the sharpest squeeze is in commercial eateries.
"The state of affairs is alarming. Cooking gas simply is unavailable," says a representative of the National Restaurant Association of India.
Most food outlets run either on commercial LPG cylinders or piped gas, and the lack of supply are now being noticed across the country. "Numerous restaurants have closed - some in Delhi, many in the south. People are turning to coal and wood and electronic appliances to keep kitchens going."
Localized Effects
In Mumbai, accounts say up to a fifth of hospitality businesses are already completely or partially closed as cylinder availability tighten. In the southern cities of tech and coastal hubs, some establishments say their fuel reserves have dwindled with little backup. "Our menu is reduced to coffee and no other dishes - it is extremely difficult. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant owners are seeking alternatives. "Food options are being cut, some are skipping midday meals and operating solely in the evening," an industry representative says, adding that stoppages are varying as supplies come and go. "Several establishments in Delhi were shut yesterday - two have already reopened. It's a dynamic scenario."
Retailers report a spike in sales of electric cookers, with some saying they are selling out quickly.
Official Position
Yet, the officials maintains there is adequate supply.
India has more than 30 crore domestic LPG users and authorities say cylinders are being prioritized to households as geopolitical strain from the war in the Gulf impact energy markets.
Approximately six out of ten of India's LPG is brought in from overseas, and about 90% of those shipments pass through the Strait of Hormuz, the narrow Gulf chokepoint now significantly disrupted by the hostilities.
The oil ministry says that it instructed refineries to boost LPG output for household consumption, raising domestic production by about 25%. Commercial stock is being reserved for essential sectors such as hospitals and educational institutions, while distribution will be "fair and transparent".
"A degree of anxious stocking and stockpiling has been sparked by misinformation. The regular refill period for home fuel remains about under three days," says a senior official.
Spreading Anxiety
Now the concern is spreading beyond kitchens. On online networks, a widely shared video from Chennai shows a lengthy, winding line of scooters outside a gas outlet. "The panic is real," the caption reads.
According to analysis from industry analysts, concerns about India's broader energy security may be premature.
India imports 90% of its crude oil. Around a significant portion of its oil purchases - about 2.5-2.7 million barrels a day - travel through the strait, largely from regional suppliers.
Even if crude flows through the Strait of Hormuz are hindered, the deficit could be partly offset by higher imports of competitively priced oil from Russia, according to a refinery and oil markets analyst.
Based on vessel tracking and expert analysis, increased Russian crude imports could reach around 1-1.2 million barrels a day, narrowing India's effective shortfall from exposure to the Strait of Hormuz to about a substantial volume of barrels a day.
"Around 25-30 million 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.
Kitchen Fuel: The Primary Concern
The real vulnerability is cooking gas, experts note.
India consumes roughly one million barrels a day, but produces only less than half domestically, importing the rest - the vast majority through Hormuz.
Refineries can adjust processes to extract a bit more LPG, but even a limited rise would only raise domestic supply to about under half of demand, leaving the country heavily reliant on imports.
In short: "Petroleum shortage concerns can be somewhat alleviated through alternative sourcing. Processed petroleum stocks remains fairly adequate. Cooking gas supply is the critical issue to watch 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 hoarding.
An industry representative claims price gouging.
"Suppliers are taking advantage of the situation - illegally trading canisters and selling them at a inflated price. In one small town, I heard of cylinders being hoarded and sold to the highest bidder."
For now, India's petroleum stocks may be protected by worldwide shipping. But in kitchens across the country, the more immediate question is simple: how to get the next refill.