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India energy security and Strait of Hormuz crisis

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2026-09-27 02:50 UTC → 2026-09-30 03:59 UTC · added ~~removed~~

By late September 2026, India’s energy strategy has intensified its focus on diversification to mitigate risks stemming from the Strait of Hormuz crisis. Following Iranian missile strikes on Qatar’s Ras Laffan Industrial City, which destroyed approximately 17% of the nation’s LNG export capacity, global markets face significant volatility. While Shell estimates a net global supply loss of 1% to 1.5%, the International Gas Union warns that shortages could persist into next year. India is specifically targeting liquefied petroleum gas (LPG) diversification to reduce its vulnerability, as 90% of its LPG imports previously passed through the Strait of Hormuz. To counter potential disruptions, Indian state-owned refiners increased domestic LPG production in September to an average of 44,000 tonnes per day, a nearly 20% increase from August. On the import front, ~~India is actively seeking to reduce reliance on~~ the ~~Persian Gulf. While the UAE remains~~ United States has emerged as the largest ~~supplier, U.S. supplies have risen~~ exporter of LPG to ~~over 20%~~ India, according to U.S. Department of ~~imports, up from 6%~~ State official Bethany Morrison. This shift follows a significant expansion in energy and defense cooperation. While the ~~previous year.~~ UAE remains a major supplier, India is also exploring cargoes from Norway, Canada, Algeria, and Russia. ~~Although certain~~ ADNOC ~~cargoes intended for Bharat Petroleum and Indian Oil could not be collected in September, ADNOC~~ has expressed commitment to meeting October volume obligations for Indian ~~customers.~~ customers, including Indian Oil, Bharat Petroleum, and Hindustan Petroleum Corp. Global natural gas markets remain volatile as the closure of the Strait of Hormuz disrupts Gulf LNG flows to Europe and Asia, causing price spikes in the United Kingdom and the Netherlands. This has increased demand for U.S. LNG, with U.S. export flows averaging 18 bcfd in September. Despite these security measures, overall Indian domestic demand is expected to remain roughly 10% lower than last year due to weakened industrial consumption.

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