‘The Situation is Dire’: Hostilities on Iran Squeezes India's Kitchen Fuel Supplies.
The repercussions of a war being fought nearly a significant distance away are now being felt in India's kitchens.
As aerial attacks on Iran disrupt energy deliveries through the vital shipping lane, stocks of liquefied petroleum gas (LPG) are tightening across India, pushing restaurants to shorten food lists, reduce operating times and in some cases close completely.
Social media is awash with video clips showing queues outside LPG distributors across Indian urban and rural areas as anxieties over fuel supplies grow. Restaurant kitchens appear the hardest struck: the biggest crunch is in restaurant kitchens.
"The situation is dire. LPG simply isn't available," says a spokesperson of the a major restaurant body.
Most restaurants run either on industrial fuel canisters or direct gas lines, and the lack of supply are now being felt across the country. "Numerous restaurants have closed - some in Delhi, many in the southern region. People are adopting coal and wood and electric cookers to keep kitchens going."
Regional Impact
In a financial hub, accounts say up to a 20% of hospitality businesses are already completely or partially closed as commercial LPG supplies dry up. In the southern cities of Bengaluru and Chennai, some restaurants say their gas stocks have dwindled with minimal reserves. "Our menu is reduced to coffee and no other dishes - it is nothing less than pathetic. Commerce will take a hit," says a business operator in Bengaluru.
Restaurant owners are scrambling to adapt. "Food options are being cut, some are skipping midday meals and operating solely in the evening," an industry representative says, adding that shutdowns are changing as supplies ebb and flow. "Three restaurants in Delhi were shut yesterday - some have resumed operations. It's a fluid situation."
Retailers report a spike in sales of electronic cooking appliances, with some saying they are running out of them.
Official Position
Yet, the officials states there is sufficient stock.
India has more than 30 crore domestic LPG users and spokespersons say supplies are being prioritized to households as conflict-related stress from the Middle East conflict affect energy markets.
Roughly 60% of India's LPG is brought in from overseas, and about 90% of those shipments pass through the key maritime route, the narrow Gulf chokepoint now effectively closed by the hostilities.
The relevant department says that it ordered refineries to boost LPG output for household consumption, lifting domestic production by about a quarter. Business-grade fuel is being allocated for vital industries such as medical and academic centers, while distribution will be "equitable and clear".
"Some panic booking and hoarding has been caused by misinformation. The normal delivery cycle for domestic LPG remains about 60 hours," says a ministry representative.
Spreading Anxiety
Now the anxiety is spreading beyond kitchens. On social media, a widely shared video from Chennai shows a extended procession of two-wheelers outside a gas outlet. "Concern is genuine," the text reads.
According to data from market experts, concerns about India's broader petroleum stocks may be premature.
India imports 90% of its oil. Around half of its crude oil imports - about 2.5 to 2.7 million barrels a day - travel through the strait, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are disrupted, the deficit could be partly offset by higher imports of discounted Russian crude, according to a refinery and oil markets analyst.
Based on maritime intelligence and industry information, incremental Russian crude imports could reach around a significant volume of barrels a day, lessening India's effective gap from exposure to the Strait of Hormuz to about 1.6 million barrels a day.
"Around 25-30 million 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.
Kitchen Fuel: The Primary Concern
The primary concern is kitchen fuel, experts note.
India consumes roughly a million barrels a day, but produces only 40-45% domestically, importing the rest - 80–90% through the Strait.
Refineries can modify output to extract a bit more LPG, but even a moderate increase would only increase domestic supply to about around half of demand, leaving the country heavily reliant on imports.
In short: "Crude supply risk can be moderately reduced through varied suppliers. Refined product supply remains largely sufficient. LPG availability is the real variable to track in the coming weeks."
What may be worsening the concern on the ground is not just tight supply but erratic supply chains - and the familiar spectre of hoarding.
An industry representative claims exploitative practices.
"Retailers are misusing the situation - selling fuel on the black market and selling them at a inflated price. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's energy imports may be protected by worldwide shipping. But in homes across the country, the more pressing concern is simple: how to get the next gas canister.