Geopolitical tensions and conflict in West Asia, particularly the US-Iran-Iraq war disrupting shipping routes through the Strait of Hormuz, have severely constrained India's LPG imports, which constitute over 60% of its supply and predominantly transit this chokepoint.

CURRENT STATE

India faces a critical LPG supply shortage due to disrupted imports amid ongoing Middle East conflicts. Domestic production covers less than half of consumption, forcing the government to increase refinery output by 25% and impose rationing measures like extended booking intervals and price hikes. Commercial LPG users are experiencing acute shortages.

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