‘The Situation is Dire’: Hostilities on Iran Constricts India's Kitchen Fuel Stock.
The repercussions of a conflict being fought nearly 3,000km away are now impacting India's kitchens.
As US-Israeli strikes on Iran disrupt energy shipments through the Strait of Hormuz, stocks of kitchen fuel are dwindling across India, compelling restaurants to cut menus, close earlier and in some cases shut down altogether.
Social media is flooded by video clips showing crowds outside LPG distributors across Indian cities and towns as worries over fuel supplies grow. Restaurant kitchens appear the worst hit: the sharpest squeeze is in commercial eateries.
"The situation is dire. LPG simply cannot be found," says a spokesperson of the a major restaurant body.
Most restaurants run either on industrial fuel canisters or pipeline-supplied fuel, and the shortages are now being noticed across the country. "A lot of restaurants have closed - some in the capital, many in the southern states. People are switching to traditional burners and induction stoves to keep kitchens going."
Localized Effects
In a western metro, media reports say up to a fifth of eateries are already completely or partially closed as cylinder availability tighten. In the southern cities of tech and coastal hubs, some establishments say their gas stocks have shrunk with minimal reserves. "Our menu is reduced to coffee and no food items - it is extremely difficult. Operations will be impacted," says a chain proprietor in Bengaluru.
Restaurant managers are scrambling to adapt. "Food options are being cut, some are skipping midday meals 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 fluid situation."
Retailers report a surge in sales of electronic cooking appliances, with some saying they are running out of them.
Government Stance
Yet, the officials maintains there is sufficient stock.
India has more than 300 million domestic LPG users and officials say stocks are being reallocated to households as tensions from the war in the Gulf affect energy markets.
Approximately 60% of India's LPG is sourced from abroad, and about nine out of ten of those consignments pass through the key maritime route, the vital passage now significantly disrupted by the war.
The relevant department says that it instructed refineries to increase LPG output for home needs, lifting domestic production by about a significant margin. Non-domestic supply is being allocated for essential sectors such as hospitals and educational institutions, while distribution will be "just and open".
"Some panic booking and accumulation has been caused by misinformation. The regular refill period for domestic LPG remains about 60 hours," says a ministry representative.
Spreading Anxiety
Now the concern is extending beyond kitchens. On social media, a widely shared video from Chennai shows a long, snaking queue of motorbikes outside a gas outlet. "The panic is real," the description reads.
According to data from industry analysts, concerns about India's broader fuel supplies may be exaggerated.
India imports the overwhelming majority of its crude oil. Around half of its crude oil imports - about 2.5-2.7 million barrels a day - travel through the strait, largely from regional suppliers.
Even if oil shipments through the Strait of Hormuz are blocked, the deficit could be partly made up 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 a significant volume of barrels a day, narrowing India's effective deficit from exposure to the Strait of Hormuz to about 1.6 million barrels a day.
"Tens of millions of 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 viable alternative," 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 less than half 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 under half of demand, leaving the country heavily reliant on imports.
In short: "Crude supply risk can be partially mitigated through diversification. Processed petroleum stocks remains fairly adequate. LPG availability is the critical issue to watch in the coming weeks."
What may be worsening the concern on the ground is not just limited availability but patchy deliveries - and the familiar spectre of hoarding.
An industry representative claims exploitative practices.
"Suppliers are misusing the situation - black-marketing cylinders and selling them at a inflated price. In one small town, I heard of cylinders being stockpiled and auctioned off."
For now, India's oil supplies may be buffered by international market dynamics. But in homes across the country, the more immediate question is simple: how to get the next refill.