‘The Situation is Dire’: War on Iran Squeezes India's Kitchen Fuel 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 household consumption in a major Indian city.

The repercussions of a conflict being fought nearly 1,864 miles away are now being felt in India's households.

As US-Israeli strikes on Iran impede energy shipments through the vital shipping lane, availability of kitchen fuel are tightening across India, compelling restaurants to cut menus, shorten hours and in some cases shut down altogether.

Social media is filled with video clips showing queues outside LPG distributors across Indian cities and towns as anxieties over fuel supplies spread. Commercial LPG users appear the most affected: the biggest crunch is in restaurant kitchens.

"The situation is dire. Kitchen fuel simply cannot be found," says a official of the a major restaurant body.

Most restaurants run either on commercial LPG cylinders or direct gas lines, and the scarcities are now being experienced across the country. "Numerous restaurants have shut down - some in northern India, many in the southern states. People are turning to solid fuels and induction stoves to keep kitchens going."

Localized Effects

In a western metro, local news say up to a 20% of hotels and restaurants are already fully or partly shut as business fuel stocks dry up. In the southern cities of Bengaluru and Chennai, some eateries say their fuel reserves have dwindled with minimal reserves. "Coffee is the sole item we can prepare and no other dishes - it is nothing less than pathetic. Businesses are going to suffer," says a business operator in Bengaluru.

A closed restaurant shutter in an Indian city
A food joint in Chennai which has ceased operations due to a shortage of kitchen fuel.

Restaurant operators are rushing to adjust. "Food options are being cut, some are opening only for dinner and operating solely in the evening," an industry representative says, adding that shutdowns are fluctuating as supplies ebb and flow. "A number of eateries in Delhi were shut yesterday - two have already reopened. It's a dynamic scenario."

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

Government Stance

Yet, the officials maintains there is no shortage.

India has more than 300 million home fuel subscribers and officials say supplies are being prioritized to households as geopolitical strain from the regional hostilities impact energy markets.

About a majority of India's LPG is imported, and about nine out of ten of those imports pass through the key maritime route, the strategic bottleneck now effectively closed by the hostilities.

The oil ministry says that it directed refineries to maximise LPG output for home needs, lifting domestic production by about 25%. Non-domestic supply is being prioritised for vital industries such as medical and academic centers, while distribution will be "equitable and clear".

"A degree of anxious stocking and hoarding has been caused by false reports. The normal delivery cycle for domestic LPG remains about under three days," says a government spokesperson.

Spreading Anxiety

Now the worry is extending beyond kitchens. On social media, a widely shared video from Chennai shows a long, snaking queue of motorbikes outside a petrol pump. "Concern is genuine," the description reads.

An oil tanker at sea representing imports
India sources up to a vast majority of the oil it requires, leaving it significantly susceptible to interruptions in global supplies.

According to data from market experts, concerns about India's broader energy security may be premature.

India imports 90% of its oil. Around a significant portion of its petroleum shipments - about 2.5-2.7 million barrels a day - travel through the waterway, largely from Gulf countries.

Even if crude flows through the Strait of Hormuz are disrupted, the shortfall could be partly made up by higher imports of competitively priced oil from Russia, according to a industry commentator.

Based on vessel tracking and expert analysis, increased Russian crude imports could reach around a significant volume of barrels a day, reducing India's effective gap from exposure to the Strait of Hormuz to about 1.6 million barrels a day.

"Around 25-30 million Russian oil barrels are currently floating on ships in the Indian Ocean and, with only India and China as major buyers, those barrels remain a available backup," an analyst noted.

Kitchen Fuel: The Primary Concern

The primary concern is LPG, analysts say.

India consumes roughly a million barrels a day, but produces only less than half domestically, importing the rest - the vast majority through the Strait.

Refineries can modify output to produce a bit more LPG, but even a moderate increase would only raise domestic supply to about 47-50% of demand, leaving the country significantly leaning on imports.

In short: "Oil import vulnerability can be moderately reduced through varied suppliers. Fuel availability remains largely sufficient. Cooking gas supply is the key factor to monitor in the coming weeks."

What may be worsening the anxiety on the ground is not just tight supply but patchy deliveries - and the usual problem of panic buying.

An industry representative states exploitative practices.

"Suppliers are misusing the situation - illegally trading canisters and selling them at a inflated price. In one small town, I heard of cylinders being hoarded and auctioned off."

For now, India's energy imports may be protected by worldwide shipping. But in restaurants across the country, the more pressing concern is simple: how to get the next refill.

Scott Best
Scott Best

A geospatial analyst with over a decade of experience in terrain modeling and environmental data visualization.