US LPG Supply to India: Ongoing War in West Asia and Strait of Hormuz The direct and severe impact of the disruption in energy supply caused by the Indian cooking gas (LPG) market is now clearly visible. India’s LPG import sector has undergone a historic transformation in the last 6 months. America, which until a few months ago met a very small portion of Indian needs, has now emerged as India’s largest supplier. America’s share of India’s total LPG imports rose to 53% between March and August 2026, from just 7.9% between September 2025 and February 2026. In this way, the share of America has increased almost 7 times in a short period of only 6 months.
The search for alternative sources due to the obstruction in the Strait of Hormuz
In fact India meets about 60% of its total LPG requirements through imports. Under normal circumstances, about 90% of India’s total LPG imports come from West Asia via the Strait of Hormuz sea route. However, war in the region has disrupted shipping on this vital sea route. This severe supply chain problem in shipping has forced India to turn to other alternative sources for cheaper and safer imports.
The influence of the Gulf countries declined
Before the start of the war, the Gulf countries played a major role in India’s LPG supply. Earlier, the UAE was India’s largest supplier country, with a share of 37.8% during September-February, which has declined to just 13.4% in March-August 2026. In the same period, Qatar’s share fell from 21.1% to 5.7%, Kuwait’s from 15.1% to 4.9% and Saudi Arabia’s from 14.1% to 5.9%. Thus, India’s dependence on traditional suppliers from West Asia has reduced significantly.
28% surge in gas imports from America
According to Kepler’s shipping data, India imported a total of 7.14 million tonnes of LPG during the March-August 2026 period, a decline of 43.1% over the previous 6 months. But surprisingly, imports from the US increased by 28.11% to 3.78 million tonnes despite a decline in total imports. These figures show that India is strengthening trade ties with the US to ensure security of its energy supply in times of crisis in West Asia.