‘An Alarming State of Affairs’: War on Iran Squeezes India's Cooking-Gas Availability.

People queue up to buy cooking gas cylinders for domestic use in an Indian city
People queue up to buy cooking gas cylinders for domestic use in Chennai.

The shockwaves of a conflict being fought nearly a significant distance away are now being felt in India's homes.

As aerial attacks on Iran disrupt energy shipments through the Strait of Hormuz, stocks of liquefied petroleum gas (LPG) are tightening across India, compelling restaurants to cut menus, reduce operating times and in some cases close completely.

Social media is flooded by video clips showing queues outside cooking-gas dealers across Indian cities and towns as anxieties over fuel supplies escalate. Businesses appear the most affected: the most severe shortage is in restaurant kitchens.

"The situation is dire. LPG simply cannot be found," says a official of the an industry group.

Most food outlets run either on industrial fuel canisters or direct gas lines, and the scarcities are now being felt across the country. "Many restaurants have ceased operations - some in Delhi, many in the southern region. People are adopting coal and wood and induction stoves to keep their operations going."

Localized Effects

In a financial hub, local news say up to a fifth of hospitality businesses are already completely or partially closed as business fuel stocks dwindle. In the southern cities of tech and coastal hubs, some restaurants say their gas stocks have dwindled with little backup. "Coffee is the sole item we can prepare and nothing else - it is extremely difficult. Operations will be impacted," says a chain proprietor in Bengaluru.

A closed restaurant shutter in an Indian city
A eatery in a southern city which has shut down due to a scarcity of LPG.

Restaurant owners are scrambling to adapt. "Offering lists are shrinking, some are skipping midday meals and operating solely in the evening," an industry representative says, adding that closures are fluctuating as supplies ebb and flow. "Several establishments in Delhi were shut yesterday - two have already reopened. It's a dynamic scenario."

Retailers report a increase in sales of electric cookers, with some saying they are running out of them.

Official Position

Yet, the officials states there is no shortage.

India has more than 30 crore domestic LPG users and officials say supplies are being redirected to households as tensions from the war in the Gulf affect energy markets.

Roughly a majority of India's LPG is imported, and about nine out of ten of those consignments pass through the key maritime route, the narrow Gulf chokepoint now effectively closed by the conflict.

The relevant department says that it ordered refineries to increase LPG output for domestic use, raising domestic production by about a quarter. Business-grade fuel is being allocated for vital industries such as medical and academic centers, while distribution will be "just and open".

"Unnecessary hoarding and hoarding has been sparked by misinformation. The normal delivery cycle for domestic LPG remains about under three days," says a senior official.

Growing Panic

Now the worry is extending beyond kitchens. On online networks, a widely shared video from Chennai shows a lengthy, winding line of motorbikes outside a petrol pump. "Anxiety is palpable," the description reads.

An oil tanker at sea representing imports
India sources up to most of the petroleum it consumes, leaving it highly exposed to disruptions in international markets.

According to data from market experts, concerns about India's broader fuel supplies may be overstated.

India imports the overwhelming majority of its oil. Around half of its crude oil imports - about millions of barrels a day - travel through the waterway, largely from regional suppliers.

Even if petroleum transit through the Strait of Hormuz are blocked, the shortfall could be partly compensated for by higher imports of discounted Russian crude, according to a refinery and oil markets analyst.

Based on maritime intelligence and industry information, additional Russian crude imports could reach around 1-1.2 million barrels a day, narrowing India's effective gap from exposure to the Strait of Hormuz to about 1.6 million barrels a day.

"Tens of millions of 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 ready fallback," an analyst noted.

Cooking Gas: The Critical Weakness

The real vulnerability is kitchen fuel, analysts say.

India consumes roughly 1 million barrels a day, but produces only a minority share domestically, importing the rest - 80–90% through the Strait.

Refineries can modify output to squeeze out a bit more LPG, but even a 10-20% boost would only increase domestic supply to about 47-50% of demand, leaving the country heavily reliant on imports.

In short: "Petroleum shortage concerns can be moderately reduced through diversification. Fuel availability remains fairly adequate. Kitchen fuel stocks 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 stockpiling.

An industry representative alleges exploitative practices.

"Distributors 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 accumulated and auctioned off."

For now, India's oil supplies may be protected by global trade flows. But in restaurants across the country, the more pressing concern is simple: how to get the next refill.

David Walker
David Walker

A tech journalist and digital strategist with over a decade of experience covering emerging technologies and their impact on society.