‘A Critical Scenario’: Hostilities on Iran Tightens India's Cooking-Gas Availability.
The ripple effects of a war being fought nearly 3,000km away are now impacting India's kitchens.
As aerial attacks on Iran hinder energy shipments through the key maritime chokepoint, stocks of cooking gas are shrinking across India, compelling restaurants to reduce offerings, shorten hours and in some cases cease operations entirely.
Social media is awash with video clips showing queues outside fuel suppliers across Indian cities and towns as anxieties over fuel supplies grow. Commercial LPG users appear the hardest struck: the sharpest squeeze is in restaurant kitchens.
"The state of affairs is alarming. Cooking gas simply is unavailable," says a spokesperson of the a major restaurant body.
Most food outlets run either on business-grade gas tanks or piped gas, and the lack of supply are now being experienced across the country. "A lot of restaurants have ceased operations - some in northern India, many in the southern states. People are turning to solid fuels and electric cookers to keep kitchens going."
Localized Effects
In a financial hub, local news say up to a significant portion of hotels and restaurants are already operating at reduced capacity as commercial LPG supplies dry up. In the southern cities of tech and coastal hubs, some establishments say their cylinder inventory have shrunk with little backup. "Our menu is reduced to coffee and no food items - it is nothing less than pathetic. Businesses are going to suffer," says a chain proprietor in Bengaluru.
Restaurant operators are scrambling to adapt. "Food options are being cut, some are skipping midday meals and reducing hours," an industry representative says, adding that closures are fluctuating as supplies come and go. "A number of eateries in Delhi were shut yesterday - two have already reopened. It's a fluid situation."
Retailers note a spike in sales of electric cookers, with some saying they are selling out quickly.
Government Stance
Yet, the authorities insists there is sufficient stock.
India has more than 300 million domestic LPG users and authorities say supplies are being reallocated to households as tensions from the war in the Gulf affect energy markets.
Roughly a majority of India's LPG is brought in from overseas, and about the vast majority of those imports pass through the critical waterway, the strategic bottleneck now effectively closed by the hostilities.
The relevant department says that it instructed refineries to maximise LPG output for home needs, enhancing domestic production by about a significant margin. Business-grade fuel is being reserved for essential sectors such as hospitals and educational institutions, while distribution will be "equitable and clear".
"A degree of anxious stocking and stockpiling has been caused by rumors. The normal delivery cycle for domestic LPG 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 two-wheelers outside a gas outlet. "Concern is genuine," the caption reads.
According to reports from industry analysts, concerns about India's broader energy security may be premature.
India imports almost all of its petroleum. Around 50% of its crude oil imports - 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 hindered, the deficit 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, 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 available backup," an analyst noted.
Kitchen Fuel: The Primary Concern
The real vulnerability is kitchen fuel, experts note.
India consumes roughly a million barrels a day, but produces only 40-45% domestically, importing the rest - most of it through the chokepoint.
Refineries can adjust processes to produce a bit more LPG, but even a 10-20% boost would only increase domestic supply to about 47-50% of demand, leaving the country largely dependent on imports.
In short: "Petroleum shortage concerns can be somewhat alleviated through varied suppliers. Processed petroleum stocks remains relatively comfortable. LPG availability is the critical issue to track in the coming weeks."
What may be intensifying the anxiety on the ground is not just limited availability but uneven distribution - and the usual problem of panic buying.
An industry representative alleges exploitative practices.
"Suppliers are misusing the situation - black-marketing cylinders and selling them at a premium. In one small town, I heard of cylinders being hoarded and sold at a premium."
For now, India's energy imports may be buffered by international market dynamics. But in homes across the country, the more pressing concern is simple: how to get the next cylinder.