‘A Critical Scenario’: War on Iran Squeezes India's Kitchen Fuel Supplies.
The shockwaves of a conflict being fought nearly 1,864 miles away are now reaching India's kitchens.
As aerial attacks on Iran impede energy transports through the vital shipping lane, availability of cooking gas are dwindling across India, compelling restaurants to cut menus, close earlier and in some cases close completely.
Social media is awash with video clips showing lines outside cooking-gas dealers across Indian metros and localities as concerns over fuel supplies grow. Businesses appear the worst hit: the biggest crunch is in food service establishments.
"Conditions are critical. Cooking gas simply isn't available," says a official of the a major restaurant body.
Most eateries run either on commercial LPG cylinders or pipeline-supplied fuel, and the scarcities are now being noticed across the country. "Numerous restaurants have closed - some in Delhi, many in the southern region. People are switching to solid fuels and electronic appliances to keep kitchens going."
City-Specific Fallout
In a financial hub, accounts say up to a fifth of eateries are already completely or partially closed as cylinder availability dwindle. In the southern cities of tech and coastal hubs, some restaurants say their gas stocks have depleted with scarce alternatives. "We can only make coffee and nothing else - it is nothing less than pathetic. Businesses are going to suffer," says a chain proprietor in Bengaluru.
Restaurant operators are rushing to adjust. "Food options are being cut, some are opening only for dinner and operating solely in the evening," an industry representative says, adding that closures are varying as supplies come and go. "Several establishments in Delhi were shut yesterday - some have resumed operations. It's a changing landscape."
Retailers note a increase in sales of electric cookers, with some saying they are selling out quickly.
Official Position
Yet, the government maintains there is no shortage.
India has more than 30 crore home fuel subscribers and spokespersons say stocks are being redirected to households as geopolitical strain from the war in the Gulf impact energy markets.
Approximately a majority of India's LPG is brought in from overseas, and about nine out of ten of those shipments pass through the key maritime route, the vital passage now largely blocked by the conflict.
The relevant department says that it directed refineries to maximise LPG output for household consumption, raising domestic production by about a quarter. Non-domestic supply is being reserved for critical services such as medical and academic centers, while distribution will be "just and open".
"Some panic booking and accumulation has been caused by false reports. The regular refill period for home fuel remains about 60 hours," says a ministry representative.
Growing Panic
Now the anxiety is extending beyond kitchens. On digital platforms, a widely shared video from Chennai shows a extended procession of scooters outside a gas outlet. "The panic is real," the caption reads.
According to analysis from market experts, concerns about India's broader energy security may be premature.
India imports the overwhelming majority of its petroleum. Around a significant portion of its oil purchases - about 2.5-2.7 million barrels a day - travel through the strait, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are blocked, the gap could be partly offset 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, reducing 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 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.
LPG: The Real Vulnerability
The key weakness is cooking gas, commentators observe.
India consumes roughly a million barrels a day, but produces only 40-45% domestically, importing the rest - the vast majority through Hormuz.
Refineries can adjust processes to produce a bit more LPG, but even a 10-20% boost would only raise domestic supply to about 47-50% of demand, leaving the country largely dependent on imports.
In short: "Oil import vulnerability can be moderately reduced through diversification. Processed petroleum stocks remains relatively comfortable. LPG availability is the critical issue to watch in the coming weeks."
What may be intensifying the anxiety on the ground is not just scarcity but patchy deliveries - and the usual problem of hoarding.
An industry representative alleges price gouging.
"Distributors are exploiting the situation - illegally trading canisters and selling them at a inflated price. In one small town, I heard of cylinders being hoarded and auctioned off."
For now, India's petroleum stocks may be buffered by international market dynamics. But in kitchens across the country, the more immediate question is simple: how to get the next cylinder.