‘The Situation is Dire’: Hostilities on Iran Constricts India's Cooking-Gas Stock.
The repercussions of a war being fought nearly 1,864 miles away are now reaching India's kitchens.
As aerial attacks on Iran hinder energy transports through the Strait of Hormuz, availability of cooking gas are dwindling across India, pushing restaurants to cut menus, shorten hours and in some cases close completely.
Social media is flooded by video clips showing queues outside fuel suppliers across Indian cities and towns as anxieties over fuel supplies spread. Restaurant kitchens appear the hardest struck: the most severe shortage is in food service establishments.
"The state of affairs is alarming. LPG simply isn't available," says a representative of the National Restaurant Association of India.
Most restaurants run either on business-grade gas tanks or piped gas, and the scarcities are now being felt across the country. "Numerous restaurants have ceased operations - some in Delhi, many in the southern states. People are adopting solid fuels and electronic appliances to keep food preparation going."
Regional Impact
In Mumbai, media reports say up to a significant portion of hotels and restaurants are already completely or partially closed as commercial LPG supplies dry up. In the southern cities of Bengaluru and Chennai, some eateries say their fuel reserves have dwindled with scarce alternatives. "We can only make coffee and nothing else - it is extremely difficult. Commerce will take a hit," says a chain proprietor in Bengaluru.
Restaurant managers are rushing to adjust. "Offering lists are shrinking, some are cutting lunch service and opening only for dinner," an industry representative says, adding that closures are changing as supplies come and go. "A number of eateries in Delhi were shut yesterday - two have already reopened. It's a dynamic scenario."
Retailers note a increase in sales of electric cookers, with some saying they are facing stockouts.
Government Stance
Yet, the authorities states there is no shortage.
India has more than a vast number of household consumers and officials say stocks are being redirected to households as tensions from the war in the Gulf impact energy markets.
Roughly six out of ten of India's LPG is imported, and about nine out of ten of those shipments pass through the Strait of Hormuz, the strategic bottleneck now significantly disrupted by the war.
The relevant department says that it instructed refineries to boost LPG output for domestic use, enhancing domestic production by about 25%. Commercial stock is being reserved for critical services such as medical and academic centers, while distribution will be "equitable and clear".
"Some panic booking and hoarding has been sparked by misinformation. The regular refill period for domestic LPG remains about 60 hours," says a ministry representative.
Growing Panic
Now the anxiety is moving beyond kitchens. On online networks, a widely shared video from Chennai shows a extended procession of scooters outside a petrol pump. "Concern is genuine," the text reads.
According to analysis from market experts, concerns about India's broader fuel supplies may be premature.
India imports 90% of its petroleum. Around 50% of its petroleum shipments - about 2.5-2.7 million barrels a day - travel through the waterway, largely from Gulf countries.
Even if petroleum transit through the Strait of Hormuz are disrupted, the gap could be partly offset by higher imports of discounted Russian crude, according to a sector expert.
Based on shipping data and expert analysis, additional Russian crude imports could reach around a significant volume of barrels a day, lessening India's effective deficit 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 two major Asian economies as major buyers, those barrels remain a available backup," an analyst noted.
Cooking Gas: The Critical Weakness
The primary concern is kitchen fuel, commentators observe.
India consumes roughly a million barrels a day, but produces only a minority share domestically, importing the rest - most of it 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 under half of demand, leaving the country largely dependent on imports.
In short: "Oil import vulnerability can be somewhat alleviated through diversification. Refined product supply remains relatively comfortable. Cooking gas supply is the real variable to track in the coming weeks."
What may be worsening the panic on the ground is not just scarcity but patchy deliveries - and the common threat of stockpiling.
An industry representative alleges exploitative practices.
"Suppliers are misusing the situation - black-marketing cylinders and selling them at a premium. In one small town, I heard of cylinders being accumulated and sold at a premium."
For now, India's oil supplies may be buffered by international market dynamics. But in restaurants across the country, the more urgent issue is simple: how to get the next refill.