The ongoing West Asia conflict in early 2026 led to a closure of the Strait of Hormuz — the world's most critical oil and gas chokepoint — sending shockwaves through India's energy supply chain. India imports approximately 60% of its LPG (Liquefied Petroleum Gas) and significant volumes of LNG (Liquefied Natural Gas) via the Strait, with nearly 90% of those Hormuz-routed imports disrupted. This resulted in an estimated 54% supply disruption in LPG — which directly impacts household cooking fuel availability across India's 33 crore registered Ujjwala and domestic LPG connections.

Prime Minister Narendra Modi chaired an emergency virtual meeting with Chief Ministers and Energy Secretaries of all states on March 30, 2026, to review fuel supply management, activate strategic petroleum reserves, and coordinate with oil marketing companies (HPCL, BPCL, IOC) on contingency supply routes via the Cape of Good Hope and alternate LNG terminals. The government also fast-tracked domestic coal-to-LPG diversification measures and directed LPG priority allocation to rural households and hospitals.

For Rajasthan, which has high LPG import dependency and over 86 lakh Pradhan Mantri Ujjwala Yojana (PMUY) beneficiaries, the crisis has significant implications for rural households, the hospitality sector, and industrial units in Bhiwadi, Jodhpur, and Jaipur.