‘The Situation is Dire’: Conflict on Iran Tightens India's Kitchen Fuel Availability.
The ripple effects of a conflict being fought nearly 1,864 miles away are now being felt in India's kitchens.
As military actions on Iran impede energy transports through the Strait of Hormuz, availability of cooking gas are dwindling across India, forcing restaurants to cut menus, shorten hours 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 concerns over fuel supplies escalate. Commercial LPG users appear the worst hit: the most severe shortage is in restaurant kitchens.
"The state of affairs is alarming. Kitchen fuel simply isn't available," says a representative of the a major restaurant body.
Most eateries run either on commercial LPG cylinders or direct gas lines, and the scarcities are now being felt across the country. "A lot of restaurants have closed - some in northern India, many in the southern states. People are turning to solid fuels and electronic appliances to keep food preparation going."
City-Specific Fallout
In a financial hub, accounts say up to a significant portion of eateries are already fully or partly shut as commercial LPG supplies dwindle. In the southern cities of tech and coastal hubs, some restaurants say their gas stocks have depleted with scarce alternatives. "Our menu is reduced to coffee and nothing else - it is nothing less than pathetic. Operations will be impacted," says a chain proprietor in Bengaluru.
Restaurant operators are scrambling to adapt. "Food options are being cut, some are cutting lunch service and opening only for dinner," an industry representative says, adding that shutdowns are fluctuating as supplies wax and wane. "Several establishments in Delhi were shut yesterday - some have resumed operations. It's a changing landscape."
Retailers report a surge in sales of induction stoves, with some saying they are running out of them.
Government Stance
Yet, the government maintains there is no shortage.
India has more than 300 million domestic LPG users and authorities say stocks are being prioritized to households as conflict-related stress from the regional hostilities affect energy markets.
Approximately 60% of India's LPG is brought in from overseas, and about the vast majority of those imports pass through the key maritime route, the narrow Gulf chokepoint now significantly disrupted by the conflict.
The oil ministry says that it ordered refineries to maximise LPG output for domestic use, enhancing 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 accumulation has been caused by rumors. The regular refill period for domestic LPG remains about 60 hours," says a ministry representative.
Growing Panic
Now the concern is spreading beyond kitchens. On digital platforms, a widely shared video from Chennai shows a lengthy, winding line of scooters outside a petrol pump. "Anxiety is palpable," the caption reads.
According to data from industry analysts, concerns about India's broader petroleum stocks may be overstated.
India imports 90% of its crude oil. Around 50% of its crude oil imports - about 2.5-2.7 million barrels a day - travel through the passage, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are blocked, the deficit could be partly compensated for by higher imports of discounted Russian crude, according to a industry commentator.
Based on vessel tracking and industry information, incremental Russian crude imports could reach around a significant volume of barrels a day, lessening India's effective shortfall 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 key buyers as major buyers, those barrels remain a available backup," an analyst noted.
LPG: The Real Vulnerability
The primary concern is kitchen fuel, experts note.
India consumes roughly 1 million barrels a day, but produces only less than half domestically, importing the rest - most of it through the chokepoint.
Refineries can modify output to squeeze out a bit more LPG, but even a limited rise would only lift 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 diversification. Processed petroleum stocks remains largely sufficient. Cooking gas supply is the critical issue to monitor in the coming weeks."
What may be heightening the concern on the ground is not just tight supply but erratic supply chains - and the usual problem of hoarding.
An industry representative claims price gouging.
"Retailers are misusing the situation - illegally trading canisters and selling them at a high cost. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's energy imports may be cushioned by international market dynamics. But in homes across the country, the more urgent issue is simple: how to get the next gas canister.