India turns to U.S., Nigeria and Australia for LPG supplies
New Delhi: Following disruptions in the Strait of Hormuz that cut off nearly 30% of its usual liquefied petroleum gas (LPG) imports, India increasingly turned to the United States, Nigeria and Australia for supplies. This shift exposes the country's dependence on West Asian energy flows.
Disruption details
The disruption affected approximately 30,000 tonnes of LPG supplies per day according to energy analysts who spoke during a roundtable discussion held in New Delhi on June 23, 2026. The reopening of the Strait has eased immediate pressure on supplies.
Impact on businesses
The disruption reportedly hit small and medium businesses particularly hard according to energy analysts during the June 23 roundtable discussion in New Delhi.
Vulnerability to geopolitical shocks
Analysts stated that the crisis exposed India's dependence on West Asian energy flows, noting an estimated 35% to 50% of its crude imports are routed through the Strait of Hormuz. Analysts warned that oil and gas markets remain vulnerable to renewed volatility despite the reopening of the Strait.
Future sourcing strategies
S&P Global Energy analysts reported that India is likely to retain more diversified sourcing strategies to reduce exposure to future geopolitical shocks.