‘An Alarming State of Affairs’: Conflict on Iran Squeezes India's Kitchen Fuel Stock.
The repercussions of a war being fought nearly 3,000km away are now reaching India's kitchens.
As US-Israeli strikes on Iran disrupt energy transports through the vital shipping lane, availability of liquefied petroleum gas (LPG) are tightening across India, compelling restaurants to shorten food lists, close earlier and in some cases close completely.
Social media is flooded by video clips showing lines outside fuel suppliers across Indian metros and localities as anxieties over fuel supplies escalate. Restaurant kitchens appear the hardest struck: the sharpest squeeze is in commercial eateries.
"The situation is dire. LPG simply is unavailable," says a official of the a major restaurant body.
Most food outlets run either on industrial fuel canisters or piped gas, and the lack of supply are now being felt across the country. "Numerous restaurants have closed - some in Delhi, many in the southern region. People are switching to coal and wood and electronic appliances to keep their operations going."
Regional Impact
In a financial hub, media reports say up to a 20% of hotels and restaurants are already fully or partly shut as business fuel stocks tighten. In the southern cities of tech and coastal hubs, some eateries say their cylinder inventory have dwindled with little backup. "Our menu is reduced to coffee and no other dishes - it is extremely difficult. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant operators are seeking alternatives. "Offering lists are shrinking, some are opening only for dinner and opening only for dinner," an industry representative says, adding that stoppages are fluctuating as supplies come and go. "Three restaurants in Delhi were shut yesterday - some have resumed operations. It's a dynamic scenario."
Retailers observe a surge in sales of electronic cooking appliances, with some saying they are running out of them.
Official Position
Yet, the government insists there is adequate supply.
India has more than a vast number of home fuel subscribers and authorities say supplies are being prioritized to households as tensions from the war in the Gulf affect energy markets.
Approximately 60% of India's LPG is brought in from overseas, and about the vast majority of those shipments pass through the Strait of Hormuz, the strategic bottleneck now largely blocked by the war.
The petroleum ministry says that it ordered refineries to boost LPG output for home needs, lifting domestic production by about a significant margin. Business-grade fuel is being allocated for essential sectors such as hospitals and educational institutions, while distribution will be "just and open".
"Some panic booking and hoarding has been triggered by misinformation. The regular refill period for home fuel remains about 60 hours," says a senior official.
Spreading Anxiety
Now the concern is spreading beyond kitchens. On online networks, a widely shared video from Chennai shows a long, snaking queue of scooters outside a gas outlet. "Anxiety is palpable," the text reads.
According to reports from industry analysts, concerns about India's broader energy security may be premature.
India imports 90% of its crude oil. Around 50% of its crude oil imports - about 2.5 to 2.7 million barrels a day - travel through the waterway, largely from Gulf countries.
Even if crude flows through the Strait of Hormuz are hindered, the gap could be partly compensated for by higher imports of competitively priced oil from Russia, according to a industry commentator.
Based on shipping data and industry information, increased Russian crude imports could reach around 1-1.2 million barrels a day, narrowing 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 in transit at sea 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 primary concern is LPG, analysts say.
India consumes roughly one million barrels a day, but produces only less than half domestically, importing the rest - 80–90% through the chokepoint.
Refineries can adjust processes to extract a bit more LPG, but even a 10-20% boost would only increase domestic supply to about around half of demand, leaving the country largely dependent on imports.
In short: "Petroleum shortage concerns can be partially mitigated through varied suppliers. Fuel availability remains fairly adequate. Cooking gas supply is the real variable to watch in the coming weeks."
What may be intensifying the concern on the ground is not just tight supply but patchy deliveries - and the common threat of hoarding.
An industry representative alleges price gouging.
"Suppliers are taking advantage of the situation - black-marketing cylinders and selling them at a inflated price. In one small town, I heard of cylinders being stockpiled and sold at a premium."
For now, India's energy imports may be cushioned by international market dynamics. But in restaurants across the country, the more pressing concern is simple: how to get the next refill.