‘A Critical Scenario’: Conflict on Iran Tightens India's Cooking-Gas Supplies.
The shockwaves of a war being fought nearly a significant distance away are now being felt in India's kitchens.
As military actions on Iran impede energy transports through the Strait of Hormuz, stocks of cooking gas are dwindling across India, compelling restaurants to reduce offerings, reduce operating times and in some cases cease operations entirely.
Social media is filled with video clips showing queues outside LPG distributors across Indian urban and rural areas as worries over fuel supplies spread. Restaurant kitchens appear the most affected: the sharpest squeeze is in commercial eateries.
"Conditions are critical. LPG simply cannot be found," says a spokesperson of the a major restaurant body.
Most food outlets run either on business-grade gas tanks or direct gas lines, and the shortages are now being felt across the country. "Numerous restaurants have ceased operations - some in Delhi, many in the southern region. People are turning to coal and wood and electric cookers to keep food preparation going."
City-Specific Fallout
In a western metro, local news say up to a significant portion of hotels and restaurants are already completely or partially closed as cylinder availability tighten. In the southern cities of tech and coastal hubs, some establishments say their cylinder inventory have dwindled with scarce alternatives. "Coffee is the sole item we can prepare and nothing else - it is extremely difficult. Operations will be impacted," says a business operator in Bengaluru.
Restaurant managers are scrambling to adapt. "Offering lists are shrinking, some are opening only for dinner and opening only for dinner," an industry representative says, adding that closures are varying as supplies come and go. "A number of eateries in Delhi were shut yesterday - a couple are back in business. It's a dynamic scenario."
Retailers note a surge in sales of electric cookers, with some saying they are selling out quickly.
Official Position
Yet, the officials states there is adequate supply.
India has more than 300 million domestic LPG users and officials say supplies are being reallocated to households as tensions from the war in the Gulf impact energy markets.
Roughly a majority of India's LPG is sourced from abroad, and about the vast majority of those imports pass through the critical waterway, the narrow Gulf chokepoint now significantly disrupted by the war.
The petroleum ministry says that it instructed refineries to boost LPG output for home needs, enhancing domestic production by about a quarter. Business-grade fuel is being prioritised for vital industries such as medical and academic centers, while distribution will be "just and open".
"Some panic booking and hoarding has been sparked by rumors. The standard supply timeline for home fuel remains about two-and-a-half days," says a senior official.
Growing Panic
Now the anxiety is extending beyond kitchens. On digital platforms, a widely shared video from Chennai shows a lengthy, winding line of scooters outside a gas outlet. "Concern is genuine," the description reads.
According to reports from market experts, concerns about India's broader fuel supplies may be exaggerated.
India imports almost all of its crude oil. Around 50% of its petroleum shipments - about 2.5 to 2.7 million barrels a day - travel through the waterway, largely from Gulf countries.
Even if petroleum transit through the Strait of Hormuz are hindered, the shortfall could be partly made up by higher imports of Russian petroleum, according to a industry commentator.
Based on shipping data and expert analysis, incremental Russian crude imports could reach around 1-1.2 million barrels a day, reducing India's effective deficit 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 floating on ships in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a viable alternative," an analyst noted.
Cooking Gas: The Critical Weakness
The key weakness is cooking gas, commentators observe.
India consumes roughly 1 million barrels a day, but produces only a minority share domestically, importing the rest - 80–90% through the chokepoint.
Refineries can modify output to squeeze out a bit more LPG, but even a limited rise would only increase domestic supply to about 47-50% of demand, leaving the country largely dependent on imports.
In short: "Crude supply risk can be moderately reduced through varied suppliers. Processed petroleum stocks remains fairly adequate. Cooking gas supply is the real variable to watch in the coming weeks."
What may be worsening the anxiety on the ground is not just limited availability but patchy deliveries - and the common threat of stockpiling.
An industry representative alleges exploitative practices.
"Suppliers are exploiting the situation - selling fuel on the black market and selling them at a premium. In one small town, I heard of cylinders being accumulated and sold to the highest bidder."
For now, India's energy imports may be buffered by worldwide shipping. But in kitchens across the country, the more pressing concern is simple: how to get the next refill.