India pivots to US for LPG, LNG as West Asia tensions disrupt Gulf supplies

India imported approximately 0.62 million tonnes of liquefied petroleum gas (LPG) from the United States in August, following 0.89 million tonnes in July, together representing more than 73 percent of the country's total LPG imports during this period, according to maritime intelligence data.

The July shipment volume from the US nearly matched the highest-ever monthly LPG import from the United Arab Emirates, India's conventional supplier, which stood at 0.891 million tonnes in October 2025. The surge underscores a significant reorientation of India's energy sourcing amid heightened regional tensions.

Supplies from Gulf producers have contracted sharply following disruptions to shipping through the Strait of Hormuz, a critical waterway for crude oil and natural gas exports to major consuming nations including India. The route's effective closure stems from escalating hostilities between Iran and the United States in the region.

Imports from UAE suppliers have declined markedly as a result of these disruptions. The shift towards American supplies reflects India's effort to secure energy resources through alternative channels while traditional Middle Eastern routes face continued uncertainty, highlighting the vulnerability of energy supply chains dependent on the strategically sensitive waterway.