As the Strait of Hormuz blockade enters its second month on March 28, 2026, India's energy supply chain continues to face significant stress. India imports approximately 60% of its LPG and nearly 90% of these imports pass through the Strait of Hormuz, meaning about 54% of India's total LPG supply is vulnerable to disruptions.

The ongoing conflict between Iran and the US-Israel forces, which began with joint military strikes on February 28, 2026, has pushed crude oil prices up by nearly 50% this month. While Iran granted India safe passage for commercial vessels, the broader energy supply chain remains disrupted.

The government's dual response - cutting excise duty by ₹10 per litre and convening a meeting of chief ministers - reflects the severity of the challenge. PM Modi's call for a 'Team India' approach underscores the need for Centre-state coordination.

Experts warned that if the conflict persists, India may need to activate additional strategic petroleum reserves and accelerate diversification of energy import sources.