‘The Situation is Dire’: War on Iran Tightens India's Cooking-Gas Availability.
The shockwaves of a war being fought nearly a significant distance away are now being felt in India's kitchens.
As US-Israeli strikes on Iran disrupt energy transports through the Strait of Hormuz, stocks of liquefied petroleum gas (LPG) are shrinking across India, forcing restaurants to shorten food lists, close earlier and in some cases cease operations entirely.
Social media is awash with video clips showing queues outside fuel suppliers across Indian metros and localities as concerns over fuel supplies escalate. Businesses appear the most affected: the sharpest squeeze is in restaurant kitchens.
"The situation is dire. Cooking gas simply is unavailable," says a representative of the a major restaurant body.
Most eateries run either on commercial LPG cylinders or direct gas lines, and the lack of supply are now being felt across the country. "Numerous restaurants have closed - some in the capital, many in the southern region. People are switching to solid fuels and electric cookers to keep kitchens going."
City-Specific Fallout
In Mumbai, local news say up to a 20% of hospitality businesses are already operating at reduced capacity as business fuel stocks dry up. In the southern cities of tech and coastal hubs, some establishments say their gas stocks have shrunk with little backup. "We can only make coffee and nothing else - it is extremely difficult. Commerce will take a hit," says a business operator in Bengaluru.
Restaurant operators 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 shutdowns are changing as supplies wax and wane. "A number of eateries in Delhi were shut yesterday - some have resumed operations. It's a changing landscape."
Retailers report a surge in sales of electric cookers, with some saying they are running out of them.
Government Stance
Yet, the authorities insists there is adequate supply.
India has more than 300 million household consumers and officials say stocks are being redirected to households as conflict-related stress from the war in the Gulf affect energy markets.
About a majority of India's LPG is sourced from abroad, and about 90% of those consignments pass through the critical waterway, the vital passage now largely blocked by the war.
The petroleum ministry says that it ordered refineries to increase LPG output for household consumption, enhancing domestic production by about 25%. Commercial stock is being reserved for essential sectors such as medical and academic centers, while distribution will be "just and open".
"Some panic booking and hoarding has been triggered by false reports. The normal delivery cycle for domestic LPG remains about two-and-a-half days," says a government spokesperson.
Spreading Anxiety
Now the worry is extending beyond kitchens. On online networks, a widely shared video from Chennai shows a extended procession of scooters outside a petrol pump. "Concern is genuine," the caption reads.
According to analysis from market experts, concerns about India's broader energy security may be overstated.
India imports 90% of its petroleum. Around a significant portion of its crude oil imports - about millions of barrels a day - travel through the waterway, largely from regional suppliers.
Even if petroleum transit through the Strait of Hormuz are disrupted, the deficit could be partly compensated for by higher imports of competitively priced oil from Russia, according to a industry commentator.
Based on maritime intelligence and industry information, incremental Russian crude imports could reach around a significant volume of barrels a day, narrowing 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 India and China as major buyers, those barrels remain a ready fallback," an analyst noted.
Cooking Gas: The Critical Weakness
The primary concern is cooking gas, analysts say.
India consumes roughly 1 million barrels a day, but produces only less than half domestically, importing the rest - most of it through the Strait.
Refineries can adjust processes 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 significantly leaning on imports.
In short: "Oil import vulnerability can be partially mitigated through varied suppliers. Refined product supply remains largely sufficient. Kitchen fuel stocks is the critical issue to monitor in the coming weeks."
What may be worsening the concern on the ground is not just tight supply but patchy deliveries - and the familiar spectre of hoarding.
An industry representative claims exploitative practices.
"Retailers are misusing the situation - illegally trading canisters and selling them at a inflated price. In one small town, I heard of cylinders being accumulated and auctioned off."
For now, India's oil supplies may be protected by international market dynamics. But in homes across the country, the more urgent issue is simple: how to get the next gas canister.