
India, the second-largest importer of LPG, consumed 33.15 million metric tonnes of cooking gas last year. Nearly 85–90% of that supply passes through the Strait of Hormuz, making it a critical route for India’s energy security.
Amid rising geopolitical tensions, India is reducing dependence on the Gulf by diversifying crude supply from Russia, West Africa, the Americas, Central Asia, Canada, and the non-Gulf Middle East.
Domestically, refiners such as Indian Oil Corporation, Hindustan Petroleum Corporation, and Bharat Petroleum Corporation have been asked to maximise LPG production using available propane and butane.
With households consuming 6–7 LPG cylinders a year, a refill roughly every 50–55 days, the government has invoked the Essential Commodities Act to prioritise gas allocation for domestic use.
The strategy is clear:
• Diversify supply
• Strengthen domestic production
• Reduce exposure to regional disruptions
Because behind every kitchen flame lies a global energy supply chain that must remain resilient.
NIVESHAAY INVESTMENT ADVISORS
508, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7859870559
research.smallcase@niveshaay.com (Equity Baskets)
NIVESHAAY INVESTMENT MANAGEMENT PRIVATE LIMITED
610, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7836915478
contactaif@niveshaay.com (AIF)
SEBI Registration No. : INH000017338, IN/AIF3/24-25/1571, IN/AIF2/24-25/1607, INP000009506 | BASL Membership ID: 6276
Disclaimer:
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The securities quoted are for illustration only and are not recommendatory
NIVESHAAY INVESTMENT ADVISORS © . All Rights Reserved., NIVESHAAY INVESTMENT MANAGEMENT PRIVATE LIMITED © . All Rights Reserved.Smart ODR


