India’s LPG import basket has shifted dramatically in the first seven months of 2026. Data from Kpler show that the United States supplied 3.6 million tonnes, while the UAE, Saudi Arabia, Qatar and Kuwait together shipped 5.3 million tonnes.
The shift was triggered by disruptions in the Strait of Hormuz, a key route for Gulf shipments, amid the escalating US‑Iran war. Before the conflict, India imported 60% of its LPG through the Gulf, with 90% of that coming via the Strait.
In July, imports from the US rose to 896,000 tonnes, a 24% increase from June. UAE imports fell 35% to 102,000 tonnes, and India received no LPG from Saudi Arabia that month.
Kuwait’s July shipment dropped 43% to 33,000 tonnes, and Qatar supplied 19,000 tonnes. These figures contrast with pre‑conflict levels, when the US shipped only 268,000 tonnes in January and the UAE sent 826,000 tonnes.
US share of India’s LPG imports climbed to 73% in July, up from 12% in January. UAE’s share fell to 8.2%, Qatar to 1.5%, and Kuwait to 2.69%.
India secured a long‑term deal for 2.2 million tonnes of cooking gas from the US for 2026, helping diversify sources amid the war. Overall LPG imports hit a four‑month high of 1.23 million tonnes in July, 7% higher than June’s 1.16 million tonnes.
Other July suppliers included Iran (89,000 tonnes), Oman (31,000), Iraq (14,000), Argentina (19,000) and Algeria (21,000). While crude and LPG supplies are secured until September, any escalation in Hormuz or the Red Sea could threaten future deliveries, industry sources warned.
Analysts believe India’s diversification will outlast the West Asia conflict, with refiners likely to keep expanding their sourcing basket beyond the Gulf, even as the region remains a key supplier of crude and LPG.