‘The Situation is Dire’: War on Iran Squeezes India's Kitchen Fuel Supplies.
The repercussions of a war being fought nearly 3,000km away are now being felt in India's homes.
As military actions on Iran hinder energy deliveries through the Strait of Hormuz, availability of kitchen fuel are shrinking across India, compelling restaurants to reduce offerings, close earlier and in some cases shut down altogether.
Social media is filled with video clips showing lines outside LPG distributors across Indian metros and localities as anxieties over fuel supplies grow. Commercial LPG users appear the most affected: the most severe shortage is in restaurant kitchens.
"The situation is dire. Kitchen fuel simply cannot be found," says a official of the National Restaurant Association of India.
Most food outlets run either on commercial LPG cylinders or direct gas lines, and the scarcities are now being noticed across the country. "A lot of restaurants have ceased operations - some in the capital, many in the southern states. People are turning to coal and wood and electronic appliances to keep kitchens going."
Localized Effects
In a financial hub, accounts say up to a 20% of eateries are already completely or partially closed as business fuel stocks dwindle. In the southern cities of tech and coastal hubs, some establishments say their gas stocks have shrunk with little backup. "Our menu is reduced to coffee and nothing else - it is extremely difficult. Businesses are going to suffer," says a restaurant owner in Bengaluru.
Restaurant operators are rushing to adjust. "Offering lists are shrinking, some are skipping midday meals and opening only for dinner," an industry representative says, adding that shutdowns are varying as supplies ebb and flow. "Several establishments in Delhi were shut yesterday - some have resumed operations. It's a dynamic scenario."
Retailers observe a increase in sales of electric cookers, with some saying they are running out of them.
Government Stance
Yet, the government insists there is adequate supply.
India has more than a vast number of home fuel subscribers and spokespersons say stocks are being redirected to households as geopolitical strain from the Middle East conflict ripple through energy markets.
Approximately six out of ten of India's LPG is sourced from abroad, and about the vast majority of those consignments pass through the Strait of Hormuz, the strategic bottleneck now largely blocked by the conflict.
The oil ministry says that it instructed refineries to boost LPG output for home needs, lifting domestic production by about 25%. Business-grade fuel is being reserved for vital industries such as medical and academic centers, while distribution will be "equitable and clear".
"Some panic booking and stockpiling has been triggered by rumors. The normal delivery cycle for domestic LPG remains about two-and-a-half days," says a ministry representative.
Widening Concern
Now the worry is extending beyond kitchens. On digital platforms, a widely shared video from Chennai shows a long, snaking queue of two-wheelers outside a gas outlet. "Anxiety is palpable," the description reads.
According to data from market experts, concerns about India's broader petroleum stocks may be exaggerated.
India imports 90% of its crude oil. Around half of its crude oil imports - about 2.5 to 2.7 million barrels a day - travel through the strait, largely from Gulf countries.
Even if oil shipments through the Strait of Hormuz are disrupted, the gap could be partly made up by higher imports of Russian petroleum, according to a industry commentator.
Based on shipping data and industry information, 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.
"Tens of millions of Russian oil barrels are currently floating on ships in the Indian Ocean and, with only two major Asian economies as major buyers, those barrels remain a viable alternative," an analyst noted.
Cooking Gas: The Critical Weakness
The real vulnerability is cooking gas, commentators observe.
India consumes roughly a million barrels a day, but produces only a minority share domestically, importing the rest - the vast majority through Hormuz.
Refineries can tweak operations to extract a bit more LPG, but even a 10-20% boost would only lift domestic supply to about under half of demand, leaving the country heavily reliant 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 critical issue to watch in the coming weeks."
What may be worsening the panic on the ground is not just limited availability but uneven distribution - and the common threat of panic buying.
An industry representative states opportunistic profiteering.
"Distributors are exploiting the situation - selling fuel on the black market and selling them at a inflated price. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's petroleum stocks may be protected by worldwide shipping. But in restaurants across the country, the more pressing concern is simple: how to get the next gas canister.