‘An Alarming State of Affairs’: Hostilities on Iran Squeezes India's Cooking-Gas Stock.
The shockwaves of a military engagement being fought nearly a significant distance away are now reaching India's kitchens.
As military actions on Iran hinder energy deliveries through the key maritime chokepoint, stocks of kitchen fuel are dwindling across India, forcing restaurants to shorten food lists, shorten hours and in some cases cease operations entirely.
Social media is awash with video clips showing crowds outside LPG distributors across Indian urban and rural areas as anxieties over fuel supplies escalate. Commercial LPG users appear the most affected: the biggest crunch is in food service establishments.
"The state of affairs is alarming. Kitchen fuel simply is unavailable," says a spokesperson of the a major restaurant body.
Most food outlets run either on business-grade gas tanks or piped gas, and the shortages are now being experienced across the country. "A lot of restaurants have closed - some in northern India, many in the southern region. People are switching to traditional burners and induction stoves to keep their operations going."
City-Specific Fallout
In a western metro, media reports say up to a 20% of hotels and restaurants are already completely or partially closed as business fuel stocks tighten. In the southern cities of Bengaluru and Chennai, some restaurants say their fuel reserves have shrunk with minimal reserves. "We can only make coffee and no other dishes - it is truly dismal. Businesses are going to suffer," says a business operator in Bengaluru.
Restaurant managers are scrambling to adapt. "Menus are being curtailed, some are cutting lunch service and operating solely in the evening," an industry representative says, adding that shutdowns are varying as supplies ebb and flow. "Several establishments 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.
Official Position
Yet, the government maintains there is sufficient stock.
India has more than a vast number of home fuel subscribers and officials say cylinders are being prioritized to households as geopolitical strain from the war in the Gulf affect energy markets.
About 60% of India's LPG is brought in from overseas, and about nine out of ten of those imports pass through the key maritime route, the vital passage now significantly disrupted by the war.
The oil ministry says that it instructed refineries to maximise LPG output for household consumption, enhancing domestic production by about a significant margin. Business-grade fuel is being reserved for essential sectors such as hospitals and educational institutions, while distribution will be "just and open".
"A degree of anxious stocking and hoarding has been caused by rumors. The standard supply timeline for domestic LPG remains about under three days," says a senior official.
Growing Panic
Now the anxiety is extending beyond kitchens. On social media, a widely shared video from Chennai shows a long, snaking queue of two-wheelers outside a petrol pump. "The panic is real," the caption reads.
According to analysis from energy specialists, concerns about India's broader petroleum stocks may be exaggerated.
India imports the overwhelming majority of its crude oil. Around 50% of its oil purchases - about millions of barrels a day - travel through the waterway, largely from regional suppliers.
Even if crude flows through the Strait of Hormuz are disrupted, the deficit could be partly made up by higher imports of Russian petroleum, according to a industry commentator.
Based on shipping data and industry information, additional Russian crude imports could reach around a significant volume of barrels a day, narrowing India's effective gap 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 floating on ships in the Indian Ocean and, with only key buyers as major buyers, those barrels remain a available backup," an analyst noted.
Cooking Gas: The Critical Weakness
The real vulnerability is cooking gas, analysts say.
India consumes roughly 1 million barrels a day, but produces only a minority share 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 under half of demand, leaving the country heavily reliant on imports.
In short: "Crude supply risk can be moderately reduced through varied suppliers. Processed petroleum stocks remains relatively comfortable. LPG availability is the real variable to watch in the coming weeks."
What may be worsening the anxiety on the ground is not just tight supply but uneven distribution - and the familiar spectre of hoarding.
An industry representative states opportunistic profiteering.
"Retailers 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 urgent issue is simple: how to get the next refill.