‘The Situation is Dire’: Conflict on Iran Constricts India's Cooking-Gas Availability.
The ripple effects of a war being fought nearly 1,864 miles away are now being felt in India's kitchens.
As aerial attacks on Iran impede energy transports through the Strait of Hormuz, supplies of kitchen fuel are tightening across India, pushing restaurants to reduce offerings, close earlier and in some cases close completely.
Social media is flooded by video clips showing queues outside fuel suppliers across Indian metros and localities as anxieties over fuel supplies escalate. Restaurant kitchens appear the hardest struck: the biggest crunch is in restaurant kitchens.
"The situation is dire. LPG simply is unavailable," says a official of the a major restaurant body.
Most restaurants run either on business-grade gas tanks or direct gas lines, and the lack of supply are now being felt across the country. "A lot of restaurants have closed - some in Delhi, many in the south. People are turning to coal and wood and induction stoves to keep their operations going."
City-Specific Fallout
In Mumbai, local news say up to a fifth of hotels and restaurants are already fully or partly shut as business fuel stocks dry up. In the southern cities of tech and coastal hubs, some establishments say their cylinder inventory have depleted with minimal reserves. "Our menu is reduced to coffee and nothing else - it is truly dismal. Operations will be impacted," says a business operator in Bengaluru.
Restaurant managers are rushing to adjust. "Food options are being cut, some are cutting lunch service and operating solely in the evening," an industry representative says, adding that closures are changing as supplies wax and wane. "Several establishments in Delhi were shut yesterday - some have resumed operations. It's a fluid situation."
Retailers note a surge in sales of electric cookers, with some saying they are selling out quickly.
Government Stance
Yet, the government maintains there is adequate supply.
India has more than a vast number of domestic LPG users and spokespersons say stocks are being redirected to households as geopolitical strain from the Middle East conflict ripple through energy markets.
Roughly 60% of India's LPG is imported, and about the vast majority of those imports pass through the critical waterway, the strategic bottleneck now largely blocked by the hostilities.
The petroleum ministry says that it instructed refineries to increase LPG output for domestic use, lifting domestic production by about a quarter. Non-domestic supply is being reserved for vital industries such as medical and academic centers, while distribution will be "fair and transparent".
"Unnecessary hoarding and stockpiling has been caused by misinformation. The normal delivery cycle for domestic LPG remains about two-and-a-half days," says a senior official.
Spreading Anxiety
Now the anxiety is moving beyond kitchens. On digital platforms, a widely shared video from Chennai shows a lengthy, winding line of scooters outside a petrol pump. "The panic is real," the caption reads.
According to data from energy specialists, concerns about India's broader petroleum stocks may be premature.
India imports almost all of its crude oil. Around a significant portion of its oil purchases - about 2.5 to 2.7 million barrels a day - travel through the passage, largely from Middle Eastern nations.
Even if oil shipments through the Strait of Hormuz are blocked, the shortfall could be partly made up by higher imports of Russian petroleum, according to a sector expert.
Based on maritime intelligence and expert analysis, additional Russian crude imports could reach around a significant volume of barrels a day, reducing India's effective deficit from exposure to the Strait of Hormuz to about 1.6 million barrels a day.
"Around 25-30 million 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 viable alternative," an analyst noted.
Kitchen Fuel: The Primary Concern
The real vulnerability is LPG, experts note.
India consumes roughly 1 million barrels a day, but produces only 40-45% domestically, importing the rest - the vast majority through Hormuz.
Refineries can tweak operations to extract a bit more LPG, but even a limited rise would only increase domestic supply to about around half of demand, leaving the country heavily reliant on imports.
In short: "Oil import vulnerability can be partially mitigated through diversification. Refined product supply remains largely sufficient. LPG availability is the critical issue to watch in the coming weeks."
What may be heightening the concern on the ground is not just limited availability but erratic supply chains - and the familiar spectre of hoarding.
An industry representative claims price gouging.
"Distributors are misusing the situation - illegally trading canisters and selling them at a premium. In one small town, I heard of cylinders being stockpiled and auctioned off."
For now, India's energy imports may be buffered by international market dynamics. But in kitchens across the country, the more immediate question is simple: how to get the next gas canister.