‘A Critical Scenario’: War on Iran Squeezes India's Kitchen Fuel Supplies.
The repercussions of a conflict being fought nearly 1,864 miles away are now being felt in India's kitchens.
As aerial attacks on Iran impede energy shipments through the vital shipping lane, stocks of cooking gas are dwindling across India, pushing restaurants to reduce offerings, reduce operating times and in some cases shut down altogether.
Social media is flooded by video clips showing lines outside LPG distributors across Indian cities and towns as concerns over fuel supplies grow. Businesses appear the worst hit: the sharpest squeeze is in commercial eateries.
"The situation is dire. Kitchen fuel simply cannot be found," says a representative of the a major restaurant body.
Most food outlets run either on commercial LPG cylinders or direct gas lines, and the shortages are now being noticed across the country. "Numerous restaurants have closed - some in Delhi, many in the southern states. People are switching to solid fuels and electric cookers to keep their operations going."
City-Specific Fallout
In a western metro, media reports say up to a significant portion of hotels and restaurants are already operating at reduced capacity as commercial LPG supplies tighten. In the southern cities of Bangalore and Madras, some eateries say their fuel reserves have depleted with minimal reserves. "We can only make coffee and nothing else - it is extremely difficult. Commerce will take a hit," says a business operator in Bengaluru.
Restaurant owners 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 ebb and flow. "Three restaurants in Delhi were shut yesterday - two have already reopened. It's a dynamic scenario."
Retailers note a spike in sales of electronic cooking appliances, with some saying they are selling out quickly.
Official Position
Yet, the officials states there is adequate supply.
India has more than 30 crore domestic LPG users and authorities say stocks are being redirected to households as conflict-related stress from the war in the Gulf affect energy markets.
About six out of ten of India's LPG is brought in from overseas, and about nine out of ten of those imports pass through the critical waterway, the vital passage now significantly disrupted by the conflict.
The oil ministry says that it ordered refineries to maximise LPG output for home needs, raising domestic production by about 25%. Non-domestic supply is being allocated for vital industries such as hospitals and educational institutions, while distribution will be "equitable and clear".
"Some panic booking and accumulation has been triggered by false reports. The regular refill period for household cylinders remains about two-and-a-half days," says a senior official.
Spreading Anxiety
Now the worry is spreading beyond kitchens. On social media, a widely shared video from Chennai shows a extended procession of motorbikes outside a petrol pump. "Concern is genuine," the text reads.
According to data from industry analysts, concerns about India's broader energy security may be premature.
India imports almost all of its oil. Around 50% of its petroleum shipments - about 2.5 to 2.7 million barrels a day - travel through the strait, largely from Middle Eastern nations.
Even if petroleum transit through the Strait of Hormuz are blocked, the gap could be partly compensated for by higher imports of Russian petroleum, according to a sector expert.
Based on maritime intelligence and expert analysis, additional Russian crude imports could reach around a significant volume of barrels a day, narrowing India's effective shortfall from exposure to the Strait of Hormuz to about a substantial volume of barrels a day.
"Around 25-30 million Russian oil barrels are currently in transit at sea in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a ready fallback," an analyst noted.
Cooking Gas: The Critical Weakness
The primary concern is cooking gas, analysts say.
India consumes roughly one million barrels a day, but produces only a minority share domestically, importing the rest - the vast majority through the Strait.
Refineries can tweak operations to extract a bit more LPG, but even a 10-20% boost would only raise domestic supply to about 47-50% of demand, leaving the country significantly leaning on imports.
In short: "Petroleum shortage concerns can be partially mitigated through diversification. Processed petroleum stocks remains largely sufficient. LPG availability is the real variable to watch in the coming weeks."
What may be intensifying the anxiety on the ground is not just scarcity but erratic supply chains - and the common threat of stockpiling.
An industry representative states exploitative practices.
"Suppliers are misusing the situation - black-marketing cylinders and selling them at a high cost. In one small town, I heard of cylinders being accumulated and sold to the highest bidder."
For now, India's energy imports may be protected by international market dynamics. But in restaurants across the country, the more immediate question is simple: how to get the next gas canister.